Correspondence Dianna Howse
From: Albert Shields
Sent: Tuesday, April 06, 2010 1:08 PM
To: Dianna Howse
Cc: Ron Bunch; Cheryl Caines; Gus Duenas; Mike White
Subject: Help with Accela -- RE: Village at Summer Creek, SUB2006-10001, ENG2006-00129
Dianna, this requests your help in deleting two fees from SUB2006-10001. Accela has apparently locked them
in as "history" and won't let me delete them. (Copy of this email to SUB2006-10001 file.)
Both fees relate to work that has already been completed at the subdivision. I do not know why the fees were
set up as due to begin with nor why they have not been deleted previously.
v $3,247.50 was assessed 8/16/06 for Bike Lane Striping, Condition of Approval #60. The striping is in place so
1I(9I(`no fee should be assessed.
$29,645.00 was assessed 8/16/06 as a fee-in-lieu for undergrounding on Barrows Rd, Condition of Approval
qIi it#61. Those utilities have been undergrounded so no fee should be assessed.
Thanks for your help. Albert Shields.
From: Mike White
Sent: Tuesday, April 06, 2010 11:11 AM
To: Albert Shields; Gus Duenas
Cc: Ron Bunch; Cheryl Caines
Subject: RE: Village at Summer Creek, SUB2006-10001, ENG2006-00129
The bike lane striping has been installed on 135th. There is a portion of 135th (north end) that there is no striping due to
turn pockets. Where the lane fits it's painted.
From: Albert Shields
Sent: Tuesday, April 06, 2010 10:26 AM
To: Gus Duenas; Mike White
Cc: Ron Bunch; Cheryl Caines
Subject: Village at Summer Creek, SUB2006-10001, ENG2006-00129
This requests confirmation from you as to the amount of fees due and outstanding on SUB2006-10001 and
ENG2006-00129. As you may know, Centex Homes is planning to purchase the property. They have asked for
the amount of any fees that are still due. There are still two fees shown in SUB2006-10001 that apparently
should not have been entered or should have been deleted.
1. Condition of Approval #60 calls for bicycle lane striping on 135th and Barrows and a fee of$3,247.50
was assessed but not paid under SUB2006-10001. When you have a chance would you please confirm
whether both 135th and Barrows are adequately striped? If they are we can delete this fee.
2. Condition of Approval #61 calls for undergrounding the utilities along Barrows Rd. or payment of a fee-
in-lieu. Since those utilities were, in fact, undergrounded, I will delete this fee.
Please let me know if your understanding is different from mine or if you have any questions.
Thanks, Albert.
DISCLAIMER: E-mails sent or received by City of Tigard employees are subject to public record laws. If requested, e-mail
may be disclosed to another party unless exempt from disclosure under Oregon Public Records Law. E-mails are retained
by the City of Tigard in compliance with the Oregon Administrative Rules"City General Records Retention Schedule."
2
Dianna Howse
From: Dianna Howse
Sent: Tuesday, April 06, 2010 2:12 PM
To: Albert Shields
Cc: Ron Bunch; Mark VanDomelen
Subject: RE: Village at Summer Creek, SUB2006-10001, permits to expire.
Albert,
Thank you for the information. Mark gave me all of the Village at Summer Creek and the Barrows Road Estates permits
yesterday so that I can expire them and invoice the original applicant for fees due for plan review completed.
I should have this completed within the next week. Please let me know if there is anything else that I should be doing on
these projects.
Thanks.
Dianna Howse
Building Division Services Supervisor
City of Tigard
503.718.2430
From: Albert Shields
Sent: Tuesday, April 06, 2010 1:52 PM
To: Mark VanDomelen
Cc: Ron Bunch; Dianna Howse
Subject: Village at Summer Creek, SUB2006-10001, permits to expire.
Mark, here's a little more info on the 9 outdated 2008 MSTs for Summer Creek as well as 9 SWRs.
The SWRs all show an obsolete sewer connection fee of$2800 but nothing was paid on any of them. My
thought is that these should be voided in order to avoid confusion if Centex, who may be purchasing the
subdivision, starts applying for new permits on the same lots.
The MSTs each collected a plan review deposit of$750 in June, 2008, and in each case the last activity shown
was waiting for more data or a response from the applicant. My thought is that these should be expired for
lack of activity.
The case numbers are:
MST2008-00061, 62, 63, 64, 65, 94, 95, 96, and 97.
SWR2008-00068, 72, 73, 74, 75, 99, 100, 101, and 102.
Albert.
DISCLAIMER: E-mails sent or received by City of Tigard employees are subject to public record laws. If requested, e-mail
may be disclosed to another party unless exempt from disclosure under Oregon Public Records Law. E-mails are retained
by the City of Tigard in compliance with the Oregon Administrative Rules"City General Records Retention Schedule."
1
Dianna Howse
From: Dianna Howse
Sent: Tuesday, April 06, 2010 7:27 AM
To: Albert Shields; Kim McMillan
Cc: Gus Duenas; Mike White; Ron Bunch; Mark VanDomelen; Debbie Adamski
Subject: RE: TIF Payments & Credits --Village at Summer Creek,SUB2006-10001, PDR2006-10001,
ENG2006-00129
Please route the TIE credit voucher to me to enter in the book and create a trust account for payment of TDT fees when
permits are issued.
Thank you.
Dianna Howse
Building Division Services Supervisor
City of Tigard
503.718.2430
From: Albert Shields
Sent: Monday, April 05, 2010 9:13 AM
To: Kim McMillan
Cc: Gus Duenas; Mike White; Ron Bunch; Mark VanDomelen; Dianna Howse; Debbie Adamski
Subject: RE: TIF Payments &Credits -- Village at Summer Creek,SUB2006-10001, PDR2006-10001, ENG2006-00129
Memo to files, SUB2006-10001, PDR2006-10001, & ENG2006-00129.
Documentation found of TIF Payment of$71,814 10/2/08 by Integrity Development Grp, Inc. for Barrows Rd.
improvement work. Receipt No. 0049242. Per agreement, the $71,814 replaces and satisfies the requirement
for a payment of$90,010 specified in SUB2006-10001 Case Note.
Subdivision thereby documented as qualifying for TIF Credit of$187,919.32 as noted in ENG2006-00129 case
file:
$147,562.49 for work done by developer;
+ $40,356.83 for creditable work paid for as above;
$187,919.32 Total TIF Credit.
Review of records shows no MSTs issued for the subdivision. Per TDT Transition Provisions, WCC 3.17.160, all
MSTs for SUB2006-10001 will be subject to TDT SDCs and the TIF Credits will be applied to them.
Albert Shields
Permits/Projects Coordinator.
From: Albert Shields
Sent: Friday, March 26, 2010 2:53 PM
To: Kim McMillan
Cc: Gus Duenas; Mike White
Subject: TIF Payments & Credits -- Village at Summer Creek,SUB2006-10001, PDR2006-10001, ENG2006-00129
1
Kim, this requests your help in trying to document what TIF payment(s) were made and what TIF Credits were
assigned to the Village at Summer Creek. (A potential buyer for the subdivision has surfaced, raising the
issue.)
Mike's notes in the Engineering file indicate the following:
$147,562.49 was assigned in TIF Credits for work done;
$90,010.00 was paid by the developer to COT for work on Barrows;
$40,356.83 in TIF Credits were assigned for the work paid for;
$187,919.32 Total TIF Credits.
However ... there are no supporting TIF Credit calculations in the Engineering file and I find no mention of
Village at Summer Creek (aka Scholl's Ferry Townhomes Subdivision) in the TIF Credit book and no mention of
TIF Credits or payments in the Land Use File. Plus I find no record under the SUB, PDR, or ENG that a figure of
$90,010 was actually paid.
There is a Case Note in SUB2006-10001 from 6/3/08 that "$90,010 must be paid for work remaining on
Barrows Road prior to issuance of BUPs, per Kim."
Do you have any recollection about this or any idea where the TIF Credit calculations data might be?
DISCLAIMER: E-mails sent or received by City of Tigard employees are subject to public record laws. If requested, e-mail
may be disclosed to another party unless exempt from disclosure under Oregon Public Records Law. E-mails are retained
by the City of Tigard in compliance with the Oregon Administrative Rules"City General Records Retention Schedule."
2
Dianna Howse
From: Dianna Howse
Sent: Wednesday, April 14, 2010 5:21 PM
To: Albert Shields
Cc: Ron Bunch; Cheryl Caines; Gus Duenas; Mike White; Debbie Adamski; Mark VanDomelen
Subject: RE: Help with Accela -- RE: Village at Summer Creek, SUB2006-10001, ENG2006-00129
Albert,
When case fees were converted from Tidemark to Accela, any fee that was unpaid in Tidemark was "invoiced" in Accela.
Invoiced fees cannot be deleted, but must be properly voided/invoiced to remove them from the balance due. Only the
Accela system administrators have rights to perform this function.
Accela users are only allowed to delete fees that are added, but not invoiced. Once a fee is invoiced, you must contact a
system administrator to make corrections. That is why we leave the invoicing task to the Permit Technicians to perform
after they have proofed the fees added by plans examiners, engineers, planners, etc. The invoice is typically performed
when the customer is contacted with the amount of fees due.
It seems like a complicated process, but Accela was designed based upon proper accounting rules, unlike the limited
capabilities of Tidemark.
I have voided the bike lane striping for$3,247.50 and the fee-in-lieu for undergrounding for$29,645.00 in SUB2006-
10001. These fees no longer appear as due in the case.
Debbie and I are happy to help you with any case fee issues.
Thank you.
Dianna Howse
Building Division Services Supervisor
City of Tigard
503.718.2430
From: Albert Shields
Sent: Tuesday, April 06, 2010 1:08 PM
To: Dianna Howse
Cc: Ron Bunch; Cheryl Caines; Gus Duenas; Mike White
Subject: Help with Accela -- RE: Village at Summer Creek, SUB2006-10001, ENG2006-00129
Dianna, this requests your help in deleting two fees from SUB2006-10001. Accela has apparently locked them
in as "history" and won't let me delete them. (Copy of this email to SUB2006-10001 file.)
Both fees relate to work that has already been completed at the subdivision. I do not know why the fees were
set up as due to begin with nor why they have not been deleted previously.
$3,247.50 was assessed 8/16/06 for Bike Lane Striping, Condition of Approval #60. The striping is in place so
no fee should be assessed.
$29,645.00 was assessed 8/16/06 as a fee-in-lieu for undergrounding on Barrows Rd, Condition of Approval
#61. Those utilities have been undergrounded so no fee should be assessed.
Thanks for your help. Albert Shields.
From: Mike White
Sent: Tuesday, April 06, 2010 11:11 AM
To: Albert Shields; Gus Duenas
Cc: Ron Bunch; Cheryl Caines
Subject: RE: Village at Summer Creek, SUB2006-10001, ENG2006-00129
The bike lane striping has been installed on 135"'. There is a portion of 135th(north end) that there is no striping due to
turn pockets. Where the lane fits it's painted.
From: Albert Shields
Sent: Tuesday, April 06, 2010 10:26 AM
To: Gus Duenas; Mike White
Cc: Ron Bunch; Cheryl Caines
Subject: Village at Summer Creek, SUB2006-10001, ENG2006-00129
This requests confirmation from you as to the amount of fees due and outstanding on SUB2006-10001 and
ENG2006-00129. As you may know, Centex Homes is planning to purchase the property. They have asked for
the amount of any fees that are still due. There are still two fees shown in SUB2006-10001 that apparently
should not have been entered or should have been deleted.
1. Condition of Approval #60 calls for bicycle lane striping on 135th and Barrows and a fee of$3,247.50
was assessed but not paid under SUB2006-10001. When you have a chance would you please confirm
whether both 135th and Barrows are adequately striped? If they are we can delete this fee.
2. Condition of Approval #61 calls for undergrounding the utilities along Barrows Rd. or payment of a fee-
in-lieu. Since those utilities were, in fact, undergrounded, I will delete this fee.
Please let me know if your understanding is different from mine or if you have any questions.
Thanks, Albert.
DISCLAIMER: E-mails sent or received by City of Tigard employees are subject to public record laws. If requested, e-mail
may be disclosed to another party unless exempt from disclosure under Oregon Public Records Law. E-mails are retained
by the City of Tigard in compliance with the Oregon Administrative Rules"City General Records Retention Schedule."
2
Fees Associated with 5 ti. ! 16 _J!._•' _ 101 X1
Fee Type Revenue'GL. Account Fee Amount Amount Due Updated
W __,.__
[LRPF]LR Planning Surcharge 100-0000-438050 -- $10.76 $111 Li U'Sr 12,t2u b,
[LANDUS]Prelim Plat with PD 100-0000-438000 $62.17 $0.00 9/12/2006
• [LRPF]LR Planning Surcharge 100-0000-438050 $206.00 $0.00 4/20/2007
' [LANDUS]PIatIProj Name Change 100-0000-438000 $250.00 $000 4/25/2007
' [LRPF]LR Planning Surcharge 100-0000-438050 $605.00 $0.00 4/5/2006
[LANDUS]Final Plat 100-0000-438000 $1,398.00 $0.00 4/20/2007
[BIKSTP]Bike Striping 200-0000-445004 $3,247.50 $3,247 50 8/16/2006
[EADDRE]Address Fee 100-0000-433070 $4,950 00 $0.00 3/13/2008
[LANDUS)Prelim Plat with PD 100-0000-438000 $11,715 00 $0.00 4/5/2006
[TREECA]Tree Rplc Cash Assur 225-0000-229011 $16,500.00 $0.00 7/17/2007
[UNGRND]In Lieu Underground 230-0000-445003 $29,645.00 $29,645.00 8/16/2006
Totals: $68,589.43 $32,892.50 ,, ''
Record ID: SUB2006-10001
Menu +5 Add r Delete f.:>t Void S" Invoice S Invoice&Pay () ReCalc • Help
♦ Go To _tits(01 Fee(11) G.S(0) Hearings(0) Inspect:0ns(0) Wpm atton Owner(2) Parcel(4) Payment Payment F
Fee Calc.Factor Ilob value(Contractor)50.00 J Fee Total 568,589.43
r Into PP 09 F_e ete
im rhirntity fells Status
A es sscic1
E 132073 08/16/2006 '"- 1 53,247.50 INVOICED
✓ 132073 10/22/2007 1 54,950.00 INVOICED
I- 132073 08/16/2006 .DUST Final Plat 1 51,398.00 INVOICED
1.- 04/24/2007 "t_ANDOSI Piat/Prct Name Chant 1 5250.00 INVOICED
I— ;32073 04/05/2006 'LANDJSI Prelim Plat are..PQ 1 511,715.00 INVOICED
E 1.20 09/12/2006 -;ANzoS1 Prelim Pat a'th PO 1 562.17 INVOICED
r �," 04/05/2006 "=1-1 LR Planntna 5urcha-ce _ 5605.00 INVOICED
r -- 09/12/2006 ;APFILRParana SurShgg 510.76 INVOICED
I- 04/20/2007 ;LnpF1 LR Plitontra 5urcha•ag i 5206.60 INVOICED
r 07/17/2007 'TREECAI Tree 0.aic Cash Assur 1 516,500.00 INVOICED
I- 08/16/2006 IUNGRNDI In Lieu Ur eraraund 1 529,645.00 INVOICED
q 3 a/ (?9, " o
Record ID: SUB2006-10001
S Pay - Apply Refund ,J; Generate Receipt S, Fund Transfer ' Help
♦ Go To 211, Payment Payment History Professionals{Of Related Records Renewal Info Section Township Range Status 1 ►1
Total Invoice Amount 588,559.43 Terminal a:
Total Payment $35,696.93 Cashier ID: DROWSE
Total Balance: $32,692.50 Date: 04/14/2010
Amount Not Applied: 50.00
Invoices
Invoice N Amount Paid In Full Balance
$68,589 43 N 532,891.50
Transactions
Transaction Transactions Method Receipta Not Amount Status Received Trust Account Cashier ID Date
Code Applied ID
(- Payment Check z";;,., __-- __,. 10.00 54,550.00 Paid TAAA CONV 03/13/2008
Payment Check 6?20'2'OLit; $0.00 $16,500.00 Paid TAAA CONY 07/17/2007
(- Payment Check .'2CC7OCc^.0°. ?COC:'.79 $0.00 $250.00 Paid TAAA CONV 04/25/2007
Payment Check ,,':y'C'U CCCOOCC0017:$ $0.00 $1,604.00 Paid TAAA CONY 04/20/2007
✓ Payment Check 1': :9t:.COCCCCC04474 $0.00 $72.93 Paid TAAA CONY 09/12/2006
Payment Check 2720060:C NO0000135$ $0.00 $12,320.00 Paid TAAA CONV 04/05/2006