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HomeMy WebLinkAboutAgenda Packet - 2017-07-18Lake Oswego Redevelopment Agency Meeting Wednesday, July 18, 2017 Photo Credit: Michael Barron 2012 LORA CONSENT AGENDA 4.1 Approval of Meting Minutes 4.1.1 June 20, 2017, Special Meeting Motion: Move to approve minutes as written. Lake Oswego City Council Meeting Wednesday, July 18, 2017 Photo Credit: Michael Barron 2012 CONSENT AGENDA The consent agenda allows the City Council to consider items that require no discussion. An item may only be discussed if it is pulled from the consent agenda. The Council makes one motion covering all items included in the consent agenda . Motion: Move to adopt the consent agenda. 9.1 Approval of Meeting Minutes 9.1.1 June 20, 2017, Regular Meeting Motion: Move to approve the minutes as written. 9.2 Resolution 17-44, A Resolution of the City Council of the City of Lake Oswego Declaring a Public Necessity to Acquire a Temporary Construction Easement and Exercise the Power of Eminent Domain at 16354 Boones Ferry Road (Boones Ferry Road Project) Motion: Move to approve Resolution 17-44. 9.3 Resolution 17-42, A Resolution of the City Council of the City of Lake Oswego Adopting the Iron Mountain Park Master Plan Motion: Move to approve Resolution 17-42. CONSENT AGENDA 9.4 Resolution 17-48, A Resolution of the City Council of the City of Lake Oswego Consenting to the Indirect Transfer of Control of Astound Broadband LLC, as Provided Under the Non-Exclusive Telecommunications Franchise Motion: Move to approve Resolution 17-48 9.5 Resolution 17-50, A Resolution of the City Council of the City of Lake Oswego Authorizing an Amendment to the Community Development Block Grant (CDBG) Intergovernmental Agreement with Clackamas County to Add a Provision Required by the Federal Department of Housing and Urban Development Relating to the Transfer and Exchange of CDBG Funds Motion: Move to approve Resolution 17-50. CITY COUNCIL EXECUTIVE SESSION The Council is meeting in Executive Session under authority of ORS 192.660 (2) (d) to conduct deliberations with persons designated to carry on labor negotiations. 503.635.0215 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.lakeoswego.city AGENDA LAKE OSWEGO REDEVELOPMENT AGENCY AND CITY COUNCIL MEETING July 17, 2017 3:00 p.m. Council Chambers, City Hall Contact: Corinne Strauser, Deputy City Recorder Email: cstrauser@lakeoswego.city Phone: 503-534-4225 Also published on the internet at: www.lakeoswego.city. The meeting location is accessible to persons with disabilities. To request accommodations, please contact the City Manager’s Office at 503-534-4225 48 hours before the meeting. 1. CALL TO ORDER, LAKE OSWEGO REDEVELOPENT AGENCY (LORA) 2. ROLL CALL 3. PLEDGE OF ALLEGIANCE 4. CONSENT AGENDA 4.1 Approval of Meeting Minutes 4.1.1 June 6, 2017, Special Meeting Motion: Move to approve minutes as written. 5. ITEMS REMOVED FROM THE CONSENT AGENDA 6. BOARD BUSINESS 6.1 Architectural and Engineering Services for City Hall and Civic Center Project Motion: Move to authorize the Executive Director to execute a contract with Mackenzie for architectural and engineering services for the new City Hall/Civic Center Project for $380,400. 7. ADJOURNMENT, LORA 8. CALL TO ORDER, CITY COUNCIL 9. CONSENT AGENDA  The consent agenda allows the City Council to consider items that require no discussion.  An item may only be discussed if it is pulled from the consent agenda. Page 2 503.635-0215 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.lakeoswego.city  The City Council makes one motion covering all items included in the consent agenda. Motion: Move to adopt the consent agenda. 9.1 Approval of Meeting Minutes 9.1.1 June 20, 2017, Regular Meeting Motion: Move to approve the minutes as written. 9.2 Resolution 17-44, A Resolution of the City Council of the City of Lake Oswego Declaring a Public Necessity to Acquire a Temporary Construction Easement and Exercise the Power of Eminent Domain at 16354 Boones Ferry Road (Boones Ferry Road Project) Motion: Move to adopt Resolution 17-44. 9.3 Resolution 17-42, A Resolution of the City Council of the City of Lake Oswego Adopting the Iron Mountain Park Master Plan Motion: Move to adopt Resolution 17-42. 9.4 Resolution 17-48, A Resolution of the City Council of the City of Lake Oswego Consenting to the Indirect Transfer of Control of Astound Broadband LLC, as Provided Under the Non- Exclusive Telecommunications Franchise Motion: Move to adopt Resolution 17-48. 9.5 Resolution 17-50, A Resolution of the City Council of the City of Lake Oswego Authorizing an Amendment to the Community Development Block Grant (CDBG) Intergovernmental Agreement with Clackamas County to Add a Provision Required by the Federal Department of Housing and Urban Development Relating to the Transfer and Exchange of CDBG Funds Motion: Move to adopt Resolution 17-50. 10. ITEMS REMOVED FROM THE CONSENT AGENDA 11. CITIZEN COMMENT (15 minutes) The purpose of citizen comment is to allow citizens to present information or raise an issue regarding items not on the agenda or regarding agenda items that do not include a public hearing. A time limit of three minutes per individual shall apply. 11.1 Prior Citizen Comment Follow-Up 12. COUNCIL BUISNESS 12.1 Neighborhood Enhancement Program Grant Awards Motion: Move to approve the 2017-2018 Neighborhood Enhancement Program (NEP) grants as recommended by the Grant Review Committee. Page 3 503.635-0215 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.lakeoswego.city 12.2 Resolution 17-45, A Resolution of the City Council of the City of Lake Oswego Authorizing the City Manager to Sign Ten Intergovernmental Agreements with Clackamas County for Fiber Optic Network Connectivity Not to Exceed $300,000 Motion: Move to adopt Resolution 17-45. 13. STUDY SESSIONS 13.1 Lake Oswego Municipal Golf Course 13.2 Traffic Signal Assessment Report 13.3 Accelerated Street Preservation Program 13.4 Transient Lodging Enforcement Plan 13.5 Transportation System Development Charges Alternatives 14. INFORMATION FROM COUNCIL 15. REPORTS OF OFFICERS 16. EXECUTIVE SESSION: Under authority of ORS 192.660 (2) (d) conduct deliberations with persons designated to carry on labor negotiations 17. ADJOURNMENT, CITY COUNCIL 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us TO: Kent Studebaker, Chair Scott Lazenby, Executive Director FROM: Anne-Marie Simpson, Recording Secretary SUBJECT: Approval of Board Meeting Minutes DATE: July 11, 2017 MEETING DATE: July 18, 2017 SUGGESTED MOTION Move to approve minutes as written. ATTACHMENTS 1. June 6, 2017 Special Meeting Minutes 4.1 Lake Oswego Redevelopment Agency Meeting Minutes Page 1 of 3 June 6, 2017 LAKE OSWEGO REDEVELOPMENT AGENCY MEETING MINUTES June 6, 2017 13. CALL TO ORDER Chair Studebaker called the Lake Oswego Redevelopment Agency (LORA) meeting to order at 9:20 p.m. following the regular City Council meeting on June 6, 2017, in the City Council Chambers, 380 A Avenue. Present: Chair Studebaker and Board Members Kohlhoff, Buck, O’Neill, Manz, Gudman, and LaMotte Staff Present: Scott Lazenby, Executive Director; David Powell, LORA Counsel; Anne- Marie Simpson, Recording Secretary; Shawn Cross, Treasurer; Jordan Wheeler, Deputy City Manager _____________________________________________________________________ 14. BOARD CONSENT AGENDA 14.1 Approval of Meeting Minutes 14.1.1 March 7, 2017, Special Meeting Motion: Move to approve minutes as written. Report and Attachment END CONSENT AGENDA Board Member Gudman moved to approve the meeting minutes of March 7, 2017. Board Member Manz seconded the motion. A voice vote was held, and the motion passed, with Chair Studebaker and Board Members Kohlhoff, Buck, O’Neill, Manz, Gudman, and LaMotte voting ‘aye’. (7-0) 15. PUBLIC HEARINGS 15.1 LORA Resolution 17-02, A Resolution of the Lake Oswego Redevelopment Agency (Urban Renewal Agency) Adopting the Lake Oswego Redevelopment Agency Budget for the Fiscal Year Commencing July 1, 2017 (2017-18 Fiscal Year), Making ATTACHMENT 1 Lake Oswego Redevelopment Agency Meeting Minutes Page 2 of 3 June 6, 2017 Appropriations, and Certifying the Division of Tax Revenues Pursuant to Section 1C, Article IX of the Oregon Constitution. LORA Resolution 17-02 Mr. Powell explained that the public hearing would address the LORA budget for 2017-18. He reviewed the time limits for testimony as shown in the agenda. Staff Report Mr. Cross indicated that there were no changes on the budget presented tonight since the Budget Committee's approval. Mr. Lazenby advised that the Budget Committee meetings had been televised. The public had availed itself of the opportunity for comment, he reported. Testimony Chair Studebaker called for any testimony on the LORA budget. No testimony was offered, and he closed the public hearing. Chair Studebaker moved to approve the LORA budget, Resolution 17-02. Board Member Manz seconded the motion. A voice vote was held, and the motion passed, with Chair Studebaker and Board Members Kohlhoff, Buck, O’Neill, Manz, Gudman, and LaMotte voting ‘aye’. (7-0) 15.2 LORA Resolution 17-03, A Resolution of the Lake Oswego Redevelopment Agency, Authorizing a Special Procurement Using the Construction Manager/General Contractor (CM/GC) Method of Contracting in Lieu of Competitive Bidding for the Construction Contract for New Police and City Hall Facilities Report and Attachment Mr. Powell summarized the purpose of the Resolution, noting that this item was a public hearing. Staff Report Mr. Wheeler reviewed the Resolution title and explained that the matter pertained to the civic center project, now consisting of both the Police facility and the new City Hall, as detailed in the Redevelopment Agency Report. Adoption of the Resolution would replace the Board’s 2016 findings authorizing the CM/GC method for the Police facility alone so as to include both facilities, he explained. Questions of Staff Lake Oswego Redevelopment Agency Meeting Minutes Page 3 of 3 June 6, 2017 In response to questions from Board Members Buck and LaMotte, Mr. Wheeler differentiated the roles of the owner’s representative and the CM/GC. Testimony Chair Studebaker called for any testimony. Hearing none, he closed the hearing. Board Member LaMotte moved that the Board pass LORA Resolution 17-03. Board Member O'Neill seconded the motion. A voice vote was held, and the motion passed, with Chair Studebaker and Board Members Kohlhoff, Buck O’Neill, Manz, Gudman, and LaMotte voting ‘aye’. (7-0) 16. ADJOURNMENT Chair Studebaker adjourned the LORA Board meeting at 9:25 p.m. Respectfully submitted, Anne-Marie Simpson, Recording Secretary APPROVED BY THE LAKE OSWEGO REDEVELOPMENT AGENCY ON __________________ Kent Studebaker, Chair 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us TO: Kent Studebaker, Chair Members of the Redevelopment Agency FROM: Jordan Wheeler, Deputy City Manager City Manager’s Office SUBJECTS: Architectural and Engineering Services for City Hall and Civic Center Project Assumptions DATE: July 7, 2017 ACTIONS Authorize the LORA Executive Director to sign a contract with Mackenzie for architectural and engineering services for the new City Hall/Civic Center project. Provide direction and confirm the assumptions for the Civic Center project. SUGGESTED MOTION Move to authorize the Executive Director to execute a contract with Mackenzie for architectural and engineering services for the new City Hall/Civic Center project. INTRODUCTION/BACKGROUND After careful consideration of the condition studies, repair options, and estimated costs, the City Council decided at the March 21, 2017 meeting to replace City Hall in its current location rather than repair and upgrade the existing building. The current City Hall, while only 32 years old, has significant water intrusion issues into the EIFS siding, seismic deficiencies, and aging building systems that need to be addressed. On April 19 LORA issued a Request for Proposals for architectural and engineering services under the qualification based selection (QBS) process for a new City Hall. Three proposals were received. A selection team evaluated and scored the proposals and determined Mackenzie to be the highest ranked qualified firm. 6.1 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us DISCUSSION Mackenzie is a Portland, Oregon based firm and the architecture firm currently working on the Police Facility project. Mackenzie’s experience includes numerous public facilities projects with many notable police and public safety facility projects designed and completed in recent years. The firm’s public projects team has provided design services for 65 public building projects, most of which are essential facilities. Recent projects include the City of Keizer Civic Center, and Police Station projects for the cities of West Linn, Albany, Canby, Woodburn, Gresham, and Sandy. Mackenzie proposed team is the same team working on the Police Facility which includes Project Principal Jeff Humphreys, Project Manager Caitlin Cranley, and the Principal of Design Carl Hampson, is also the designer for the mixed use project on 3rd and B Avenue in downtown Lake Oswego. Mackenzie’s integrated in-house team also includes the following disciplines: • Architecture • Interior Design • Structural Engineering • Land Use Planning • Civil Engineering • Landscape Architecture • Traffic Engineering/Transportation Planning As with the Police facility, Mackenzie was requested to assemble sub-consultant firms for mechanical, electrical, plumbing, lighting, fire and life safety, and geotechnical engineering services. The scope also includes expanded services such as designing the building to meet the City’s High Performance Building policy, completing studies for receiving incentives for the Energy Trust of Oregon’s Path to Net Zero program, and developing options for improving the open space parcel at the corner of Evergreen and 3rd street. Scope of Services Although the Police Facility will likely be a larger building, the City Hall site is larger and more complex. The project will require more effort into the visioning and design of the space between the two buildings, programming the new building, and possibly incorporating improvements to the open area at Evergreen and 3rd street. As a result, the scope and fees for architectural, interior programming and design, and landscape design services is more expensive and comprehensive than the new Police Facility. For the Police Facility, the building will include three uses (Police, Arts Council, and Booktique), with the majority of the building used by one department. In the case of City Hall, 10 different departments will be involved in the planning of the public assistance areas, workspaces, and functional adjacencies. In Page 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us comparison, much of that work had already been completed prior to the pre-design phase for the Police Facility project. The initial phase, described below, will determine the size of the building, design concept, and budget for the project. Basis of Design Phase The proposed scope includes an initial phase of the project to validate the space needs and develop a concept for the Civic Center that will help set the construction budget. This phase will include defining the programming and space needs, and organizing public involvement activities to conceptualize the Civic Center, building design direction, and how the new buildings will interact. Once a basis of design is developed and approved by the Board/City Council, the architects will be given notice to proceed with the next phase. Staff also proposes to review and re-evaluate the architect’s scope of services for the remaining phases at that time. The ambitious timeline for to integrate the projects and gather public input into the Civic Center concept and design direction for the buildings is outlined below: Tentative Public Involvement Schedule and Project Integration Civic Center Visioning – Community Forum Civic Center Site Diagrams, Precedent Image Feedback August Civic Center Eco-Charrette – Community Stakeholders August Civic Center Site Refinement & Building Massing and Plaza Options – Community Forum September City Hall Program Approval – LORA Board Preliminary floor plan, discuss Council Chambers options/public meeting rooms, Civic Center Visioning summary and input October Police Facility Concept Design – Community Forum Police Facility building character and plaza refinement October Police Facility Concept Design Approval – LORA Board/City Council December Civic Center Conceptual Design Input and Approval – LORA Board/City Council December City Hall Concept Design – Community Forum City Hall building character and public area interiors refinement January City Hall Conceptual Design Approval and Cost Review – LORA Board/City Council Jan/March The proposed public process is to conduct an initial community visioning meeting for the overall Civic Center site that will build off the conversations and feedback received during the Police Facility visioning and design charrette meetings. Site plan diagrams will be presented, looking Page 4 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us at alternative access, plaza options, and circulation strategies that were not feasible when the existing City Hall was to remain. Based on the outcome of that meeting, subsequent forums will explore options for the building’s massings, site plan, and plaza preferences and schemes. Then, individual public meetings will be held for the community’s review of conceptual design options for the buildings. The Police building will be reviewed first in order to move that portion of the project to the next phase. For expediency and efficiencies, the land use submissions and approvals are proposed to occur in two phases as part of an Overall Development Plan and Schedule (ODPS). The first phase will include the ODPS submission for the site plans for both the Police Facility and Civic Center; Design review for the Police Facility; a replat if required; and a Conditional Use Permit for the Civic Center (if sufficient information is available at the time of the first application). The second phase of the ODPS submission will include the Design Review for the Civic Center (and Conditional Use Permit for the Civic Center, if not included with the first application). City Hall/Civic Center Scope Assumptions for the Basis of Design The Board’s affirmation and input into the project assumptions will be helpful as we start on the developing the basis of design for the Civic Center. Project Assumptions • The new City Hall building will include the services located in the current City Hall except Police and 911. No additional services or departments are assumed to be moving into the new building. Additional meeting rooms will be explored with the programming efforts. • The new building will be 3 stories with one-story of below grade parking and/or deck parking (possibly expanded deck parking). • As with the new Police Facility, some mature trees could be removed and replaced. • The City Hall building design will be integrated with the design process for the Police Facility. • The new Police Facility and City Hall will be constructed consecutively with the Police building first. The project team will seek one Construction Manager/General Contractor for the project. • The Police Facility programming and use assumptions have not changed. Alternative Considerations As we progress with developing the Civic Center concept, it would be helpful to have the Board’s input on some additional options to explore with the project. • Use of the green space at Evergreen and 3rd street. The neighborhood is interested in the parcel being dedicated as a park. Mackenzie will be updating the parking and traffic analyses, but we anticipate that the parcel will not be needed for parking. However, the Page 5 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us site could be very useful for managing stormwater. The area could be reimagined as a natural area that accommodates stormwater management from the Civic Center while improving the public amenities. • Other uses. At this time it is assumed that the City Hall building will not include any space for retail or other non-civic uses. Shelled retail space could be explored with the development of the basis of design for the Civic Center, but staff would still recommend that the preferred tenants identified for the Police Facility building remain as part of that portion of the project. ALTERNATIVES & FISCAL IMPACT The proposed contract with Mackenzie is for a total lump sum of $2,081,235. That amount includes the base architectural services and expanded services. The Basis of Design phase is for a total lump sum amount of $380,440. The project is proposed to be funded by a combination of East End Urban Renewal and the remaining City Hall set-aside in the Capital Reserve Fund. For the total project costs, the City Council was previously presented costs for a new City Hall that ranged between $16 and $21 million, with an architectural and engineering fee of up to $1.9 million for an Essential Facility design. The Basis of Design phase will help set a more defined construction budget that will incorporate other factors that could emerge through the conceptual design, such as improvements to the Evergreen and 3rd Street open space, extent of parking improvements, the public space or plaza between the building, and whether other public improvements should be incorporated into the Civic Center. It will also allow the Board to review the scope and then modify the project to reduce the budget if necessary. Alternatives include rejecting the proposal and reissuing an RFP for architectural and engineering services, or revising or reducing the negotiated scope of services. RECOMMENDATION Staff recommends that the LORA Board authorize the Executive Director to execute a contract with Mackenzie for $380,440 for architectural and engineering services for the first phase of the Civic Center project. We propose that the Board authorizes the remaining phases of the scope when the basis of design is complete and the project concept is approved. ATTACHMENTS 1. Mackenzie Scope of Services P 503.224.9560 F 503.228.1285 W MCKNZE.COM RiverEast Center, 1515 SE Water Avenue, #100, Portland, OR 97214 ARCHITECTURE INTERIORS STRUCTURAL ENGINEERING CIVIL ENGINEERING LAND USE PLANNING TRANSPORTATION PLANNING LANDSCAPE ARCHITECTURE Portland, Oregon Vancouver, Washington Seattle, Washington H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx June 8, 2017 (Revised June 19, 2017) City of Lake Oswego Attention: Jordan Wheeler Lake Oswego City Hall 380 A Avenue, Third Floor Lake Oswego, OR 97034 Re: Lake Oswego City Hall/Civic Campus Project Number 2170184.00 Dear Jordan: Mackenzie is excited to have been selected for the Lake Oswego City Hall project. This proposal outlines our understanding and assumptions regarding the project, the project schedule, and recommended scope of services and fee. We are looking forward to further development of the Civic Campus to include City Hall, the public plaza, and explore opportunities to define a progression of civic spaces throughout the site. Mackenzie’s integrated team of design professionals will provide architectural, interior, structural, planning, landscape, civil, planning, traffic engineering/transportation planning services for the above project. In addition, Mackenzie will retain several consultants to complete the team. Mackenzie’s design team will consist of the following design professionals: ▪ Jeff Humphreys, Principal in Charge/Architect of Record ▪ Caitlin Cranley, Project Manager ▪ Carl Hampson, Principal of Design ▪ Michael Talbot, Interior Design ▪ Kim Doyle, NCIDQ, Interior Design ▪ Brian Varricchione, PE, Project Planner ▪ Josh McDowell, SE, Structural Engineer ▪ Matt Butts, PE, Civil Engineer ▪ Tim Bono, PLA, Landscape Architect ▪ Jennifer Danziger, PE, Transportation Engineer And the following consultants: ▪ Interface Engineering  Steve Dacus, Mechanical Design/Project Principal  Michael Nelson, Electrical Design  Dennis Kangas, Plumbing Design ▪ Construction Focus, Inc.  Steve Gunn, CDT ATTACHMENT 1 City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 June 8, 2017 (Revised June 19, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx ▪ MC Consultants, Inc.  Nate MacIntyre, Building Envelope Consultant ▪ Andy Paris & Associates, Inc.  Matt Clark, Surveyor ▪ GeoDesign, Inc.  George Saunders, Geotechnical Engineer ▪ SSA Acoustics  Alan Burt, Acoustical Consultant Our Basis of Design, along with our detailed scope of services by phase is as follows: BASIS OF DESIGN It is understood this project will be a replacement of the existing Lake Oswego City Hall building, and expansion of the site development to include a significant public plaza between the Police Facility and City Hall and pedestrian access pathway, which is anticipated to encompass the surface parking lot to the south, and possible development of the vacant lot on the corner of Third Street and Evergreen Road. The new facility will be located on the existing City Hall site, between A Avenue and Evergreen Road, on Fourth Street. The construction of City Hall will begin after the Police Department has moved into their new facility on the adjacent site. At this time, the project has been conceived as a three-story office building, above one level of below-grade structured parking, with surface parking on the remaining site. Development of the vacant lot has been included as an optional expanded service. The new City Hall facility will be approximately 30,000 square feet. Additional area may be included for shelled retail space. The City has convened an internal committee for developing the preliminary programming needs for the new facility. It is anticipated that critical programmatic elements will include a public lobby area with reception counters for various City Departments, meeting rooms, adequate parking for employees and the public, meaningful connections to the Police facility, shared City Council and Municipal Court facilities, and flexible office space, among others. It is further understood that the design of the building will need to meet essential facility standards, Downtown Redevelopment Design District (DRDD) standards, follow the City’s High Performance Building policy, and Energy Trust of Oregon’s Path to Net Zero program, and engage the public in the design process through the adjacent business and neighborhood associations, and Chamber of Commerce. The City indicated the project will pursue a Construction Manager/General Contractor (CM/GC) delivery method in conjunction with the Police Facility. The construction budget for the City Hall will be determined after the initial programming and concept massing effort (described in Phase I). The project will be structured in four phases, with Phases II through IV commencing after City Council approval of the project scope and budget. ▪ Phase I (Basis of Design) includes validating the space needs and developing a concept that sets the project budget. Phase I will define the design direction and construction budget. City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 June 8, 2017 (Revised June 19, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx ▪ Phase II (Schematic Design/Development Review) includes developing 30% schematic design documents, Development Review/Conditional Use Permit, and selection of the CM/GC. ▪ Phase III (Design Development and Bidding Services) occurs after the Development Review application is approved, through sub-contractor bidding, and will include completion of the construction documents, bidding, and permitting. ▪ Phase IV (Construction Contract Administration Services) sees the project through construction and post- construction tasks during which Mackenzie will be actively engaged in working with the CM/GC to facilitate the construction of the project. According to City of Lake Oswego records, the site is zoned PF (Public Functions).1 The site is comprised of one tax lot on the southeast corner of Fourth Street and A Avenue and is approximately 51,600 square feet in size.2 A public alley, with an 8” sanitary sewer line running through it, is located between City Hall and the Police site; vacation of this alley and relocation of the sewer line are proposed as part of the Police project. This scope assumes a Type III Development Review and Conditional Use Permit based on the project type and PF zoning standards. The project construction documents will be completed using Building Information Modeling with Revit software. The following phases of the project are included in Basic Services. The scope of services with tasks and deliverables by phase for each of our in-house disciplines is defined in the attached discipline-specific Scope of Services, and for our hired consultants according to their attached proposals. PROJECT PHASES Phase I – Basis of Design Evaluation We will review and refine the space needs program, working with the City to assess the facilities workplace needs, and develop a high level conceptual design for the facility which will define the project basis of design and construction budget before moving into Preliminary Design. Our approach to the first phase will be to work closely with the City of Lake Oswego and other stakeholders to move quickly and obtain City Council approval to proceed to the next phases. Pre-Design/Programming Mackenzie will review existing conditions and the program developed by the City, meeting with a stakeholder group, designated by the City, to refine program in preparation for conceptual design. This effort will focus on determining the specific goals for the workplace environment, and interface with the public, as it relates to the built environment’s effect on the staff culture and community’s interaction with government. The design team and stakeholder group will discuss and explore the unique impact that a civic facility of this nature has on its users, focusing on how the City can better serve its citizens, while acknowledging the rapid changes in technology, workplace culture, and the City’s desire to attract and retain highly talented staff into the future. It is understood that the City is interested in realizing design solutions that take their cues from high tech and creative office environments, as well as customer service oriented business models. 1 The lot on the southeast corner of the block is zoned EC, East End General Commercial. 2 The lot on the southeast corner of the block would add an additional 13,650 square feet to the site area. City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 June 8, 2017 (Revised June 19, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx Conceptual Design Mackenzie will work collaboratively with the Owner’s Project Team (subsequently referred to as ‘Owner’) and Community Stakeholders (including Evergreen and First Addition Neighborhood Associations, and the Chamber of Commerce) to develop and refine the overall project vision and design, defining a budget for approval, before moving into Schematic Design and subsequent document development phases that generally focus on developing the required construction details. Throughout the conceptual design process, Mackenzie will meet with the stakeholder groups, including the Owners Project Team, Community Stakeholders, and City of Lake Oswego Planning Department to discuss the massing and aesthetics of the project. Inclusive of this process will be a series of public meetings intended to solicit community input. The public meetings will occur in the evenings and will invite members of the Evergreen and First Addition Neighborhood Associations, and the Chamber of Commerce who have a vested interest in the aesthetics of the facility, as well as City staff and City Council who are not active participants in the Project Team meetings. The visioning meetings will build off the conversations and feedback received during the Police Facility visioning and design charrette meetings, to review and validate the overall civic center site design, and community goals. The first meetings will include a visioning exercise, where precedent images of city halls, civic centers, and other applicable buildings will be presented for attendees to review and respond. This is a collaborative process that will yield a list of key words and images that describe the stakeholders’ desire in terms of the aesthetic of the new facility. Site plan diagrams will be presented, looking at alternative access and circulation strategies that were not feasible when the existing City Hall was to remain. Based on the outcome of the visioning exercise, Mackenzie will develop design massing options for the Civic Center and public plaza that embrace the aesthetic preferences identified during the first round of meetings. Follow-up meetings will be conducted to present the developed schemes. Generally, two to three design schemes are presented and a preferred scheme selected for further refinement. The final round of meetings will present the selected scheme, typically refined to identify selected materials and preliminary color palates for the building exterior and public spaces. Final comments and feedback will be incorporated into the concept design before it is approved by the Owner for conceptual cost estimating. Once the basis of design and project budget are approved, Mackenzie and the City will review the remaining project scope of services, including schedule and fee, to verify that it is in alignment with the approved concept prior to moving into Schematic Design/Development Review. Phase II – Schematic Design/Development Review We will develop a design for the facility in preparation for Development Review/Conditional Use Permit, with Phase II – Design Development and Bidding Services, and Phase III – Construction Services occurring after Development Review/Conditional Use Permit approval. Our approach to the first phase will be to work closely with the City of Lake Oswego and other stakeholders to move through systematic steps to develop a design that meets current and future needs. City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 June 8, 2017 (Revised June 19, 2017) Page 5 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx Schematic Design Mackenzie will prepare schematic design documents based on the approved conceptual design, verifying that the project is tracking within the approved budget, before moving into subsequent document development phases that generally focus on developing the required construction details. The schematic design documents generally refine the conceptual design, illustrating the scale and relationship of the project components, and consist of drawings and other documents including plans, elevations, and diagrammatic layouts of building systems to fix and describe the size and character of the project as to architectural, structural, mechanical, electrical, and site related systems and such other elements as may be appropriate. The schematic design documents also include outline specifications that identify major materials and systems and establish in general their quality levels. The schematic design documents will be used in the submission for Development Review. Development Review/Conditional Use Permit Mackenzie will work with the City of Lake Oswego Planning Department to take the approved schematic design through the Development Review/Conditional Use Permit Process, preparing the applications and documentation, arranging one neighborhood meeting, and attending follow-up public meetings as defined in attached discipline-specific scope of services proposals. CM/GC Selection Mackenzie will assist the Owner in selecting a Construction Manager/General Contractor for the Civic Center which has been detailed previously in the Lake Oswego Police Station Scope of Services. It is anticipated that the City will select a single CM/CG to complete both the Police and City Hall projects, and no additional effort is required. Phase III – Design Development and Bidding Services Design Development (DD) Based on the Owner’s approval of the schematic design documents, Mackenzie will prepare Design Development documents for the Client’s review. The Design Development documents illustrate and describe the development of the approved schematic design documents and consist of drawings and other documents including plans, sections, elevations, typical construction details, and diagrammatic layouts of building systems to fix and describe the size and character of the project as to architectural, structural, mechanical, electrical and site related systems, and such other elements as may be appropriate. The Design Development documents also include outline specifications that identify major materials and systems and establish in general their quality levels. Construction Documents (CDs) Based on the Owner’s approval of the Design Development documents, Mackenzie will prepare Construction Documents for the Client’s review. The Construction Documents will illustrate and describe the further development of the approved Design Development documents and will consist of drawings and specifications setting forth in detail the quality levels of materials and systems and other requirements for the construction of the work. The Client and architect acknowledge that in order to construct the work, the contractor will provide additional information including shop drawings, product data, samples, and other similar submittals which the architect and other disciplines included herein will review to the extent defined in each discipline’s scope of services. City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 June 8, 2017 (Revised June 19, 2017) Page 6 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx Permitting Mackenzie’s involvement in permitting of the project includes submitting for, and to the extent defined in each discipline’s specific scope of services, resolving plan review by the Authority Having Jurisdiction (AHJ) for the following permits: ▪ Demolition Permit ▪ Building Permit ▪ Mechanical Permit ▪ Electrical Permit ▪ Plumbing Permit ▪ Public Improvement Permit ▪ Site Development Permit ▪ Grading/erosion control Permit ▪ Oregon DEQ 1200-C Permit The permits listed above may not include all necessary permits required for the project. The project may require other permits by the Owner, the Owner’s separate consultants and/or vendors, the Client’s general contractor, etc. These permits will include items such as the following: ▪ Fire Alarm Permit ▪ Fire Protection Permit ▪ Seismic Restraint of Shelving Permit ▪ Tree Removal Permit/Tree Protection Permit Bid Assistance Mackenzie will assist the Owner in obtaining competitive subcontractor bids for the construction of the work as defined in our attached discipline-specific scope of services and consultant proposals. Phase IV – Construction Contract Administration Construction Contract Administration (CCA) Mackenzie will provide administration of the construction contract between the Owner and the general contractor (CM/GC) as defined in our attached discipline-specific scope of services and consultant proposals. SCOPE OF SERVICES The scope of services for each of our in-house disciplines by phase of the project outlined herein are attached: ▪ Attachment A – Architectural Scope of Services ▪ Attachment B – Interior Design Scope of Services ▪ Attachment C – Structural Engineering Scope of Services ▪ Attachment D – Land Use Planning Scope of Services ▪ Attachment E – Civil Engineering Scope of Services ▪ Attachment F – Landscape Architecture Scope of Services ▪ Attachment G – Traffic Engineering/Transportation Planning Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 June 8, 2017 (Revised June 19, 2017) Page 7 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx The following disciplines are provided by Mackenzie through outside consultants. The scope of services for each consultant is defined in their firm proposals attached at the end of this document as follows: ▪ Attachment H – Mechanical, Electrical, Plumbing (MEP), and Low Voltage Design Services – Interface Engineering ▪ Attachment I – Construction Cost Estimating – Construction Focus, Inc. ▪ Attachment J – Survey Services – Andy Paris & Associates, Inc. ▪ Attachment K – Geotechnical Services – GeoDesign, Inc. ▪ Attachment L – Acoustical Design Services – SSA Acoustics, LLP ▪ Attachment M – Building Envelope Design/Bid/Build Services – MC Consultants, Inc. SCHEDULE The proposed project schedules form an integral part of our proposal and are herein included as Attachment P – Proposed City Hall/Civic Campus Design and Construction Schedule, Attachment Q – Police Facility Revised Design and Construction Schedule, and Attachment R – Proposed Project Integration Schedule. The first attachment outlines the milestones and durations specific to the City Hall and Civic Campus efforts, the second attachment revises the Police Schedule to reflect adjustments in the schedule due to the addition of the City Hall/Civic Campus scope, and the last attachment illustrates how the two project schedules will run parallel to each other. A proposed pre-design meeting schedule will be provided prior to project kick-off, to outline the various stakeholder meetings that will occur to set the project’s design direction. The proposed project schedule is directly applicable to our scope of services and fees. Changes to the project schedule may impact our scope of services and/or fees which will need to be evaluated and adjusted as necessary at the time of any schedule changes. The project will follow the schedule included with this proposal. In general, the Basis of Design Phase will be completed at the end of 2017. After City Council approval of the project scope and budget, Preliminary Design will be completed in late summer 2018, with Design Development starting immediately after Development Review/Conditional Use Permit approval, and construction estimated to begin immediately after the Police Department has moved into their new facility in the spring of 2020. This proposed schedule and scope is based on a CM/GC project delivery with design work occurring from start to stop without interruption. It is expected that the Development Review/Conditional Use Permit process will take up to six months and further development of Construction Documents will not proceed until approval through the Development Review/Conditional Use Permit process is received. If there is a delay that is more than 30 calendar days in duration, other than during the Development Review/Conditional Use Permit process, additional fees will need to be assessed for restarting the project. FEES, ASSUMPTIONS , AND EXCLUSIONS The fees, assumptions, and exclusions that form an integral part of the basis of this proposal are herein included as Attachment N. City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 June 8, 2017 (Revised June 19, 2017) Page 8 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 rev1.docx We look forward to working with the City of Lake Oswego on this new project. If you need additional information or have any questions, please do not hesitate to call. Sincerely, Jeff Rhys Humphreys Project Principal Enclosures: Attachment A – Architectural Scope of Services Attachment B – Interior Design Scope of Services Attachment C – Structural Engineering Scope of Services Attachment D – Land Use Planning Scope of Services Attachment E – Civil Engineering Scope of Services Attachment F – Landscape Architecture Planning Scope of Services Attachment G –Traffic Engineering/Transportation Planning Scope of Services Attachment H – MEP and Low Voltage Design Services – Interface Engineering Attachment I – Construction Cost Estimating – Construction Focus, Inc. Attachment J – Existing Conditions Survey – Andy Paris & Associates, Inc. Attachment K – Geotechnical Services – GeoDesign, Inc. Attachment L – Acoustical Design Services – SSA Acoustics Attachment M – Building Envelope Design/Bid/Build Services – MC Consultants Attachment N – Fees, Assumptions, and Exclusions Attachment O – [Reserved/Intentionally Omitted] Attachment P – Proposed City Hall/Civic Campus Design and Construction Schedule Attachment Q – Police Facility Revised Design and Construction Schedule Attachment R – Proposed Project Integration Schedule Reimbursable Charges Schedule H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx ATTACHMENT A – ARCHITECTUR E SCOPE OF SERVICES June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 This document forms part of the Professional Services proposal and Owner/Architect agreement for the project. The following information defines our architectural scope of services for the project. Variations to these criteria may require changes to our basis of design, schedule, and/or fees, and will need to be evaluated and adjustments made if necessary on a case-by-case basis. Phase I – Basis of Design Project Kick-Off 1. Conduct project kick-off meeting with the Owner’s Project Team, consisting of a core group of City Hall department representatives, as identified by the City of Lake Oswego (subsequently referred to as ‘Owner’). 2. Confirm project goals. 3. Identify primary contacts and information flow protocol. 4. Review preliminary project schedule by phase beginning with the Basis of Design phase through post-construction. Pre-Design 1. Re-tour existing facilities to gather firsthand exposure of the facility. 2. Review initial information consisting of construction cost budget, ALTA/Boundary/Topographic Survey, Geotechnical Report, Environmental Phase I Report, tree inventory/assessment and removal/mitigation planning, and hazardous material assessment for the buildings to be demolished. 3. Provide ongoing coordination and consolidation of all preliminary Owner-provided data. Workplace Discovery/Building Program Refinement To be performed in conjunction with the Workplace Discovery scope, defined in Attachment B – Interior Design Scope of Services. 1. Facilitate up to four (4) program review and discovery meetings with Owner. 2. Review the program provided by the City of Lake Oswego and discuss suggested revisions. 3. Develop refined program to define City Hall space needs consisting of the following: A. Identify spatial and adjacency requirements including storage/equipment needs, utilitarian areas, such as mechanical, electrical, and data room spaces. B. Site-related requirements identified during staff interviews (secure parking, visitor parking, staff patio area, recycling, fueling, emergency generator, etc.). C. Identify general furniture requirements. D. Identify finish standards where necessary (i.e., Council Chambers, public lobby, etc.). E. Identify security, lighting, power, data, and equipment requirements. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx 4. Conduct up to two (2) programming and refinement meetings with LORA Board. 5. Obtain approval from the Owner to finalize the program. Deliverables: 1. Refined space needs program matrix. Civic Center Site Plan and Design Development This effort is intended to supersede the Visioning/Public Outreach task outlined in the Lake Oswego Police Station Scope, dated July 27, 2016. 1. Conduct up to six (6) Civic Center Stakeholder meetings, with representatives from the Police Facility, City Hall, Planning Department, and LORA Board, as identified by the City of Lake Oswego. 2. Present Civic Center Site and Circulation Diagrams for feedback and validation (or revision) of assumptions made during the Police Facility Conceptual Plan Development effort. Review precedent images of applicable buildings and civic spaces prior to Community Stakeholder Visioning meeting consisting of up to two (2) precedent imagery presentation boards. 3. Based on the feedback from the Civic Center and the Community Stakeholder visioning meetings, develop a series of site refinement and plaza design options that embrace the project goals identified by the Stakeholders, consisting of up to two (2) site plans and black and white exterior character sketches. 4. Based on the feedback from the Civic Center and the Community Stakeholder visioning meetings, refine the selected plaza and Police Facility design concepts to embrace the aesthetics identified by the Stakeholders, consisting of exterior character renderings, colored to define up to two (2) preliminary material and landscaping options. An understanding of the preliminary City Hall Massing and character is anticipated during this presentation, and will be further refined after the Police Facility and site plan have been submitted for Development Review, through the Overall Development Plan and Schedule (ODPS) process. 5. Present final Police and Plaza concept design to Civic Center Stakeholders for approval to move in the Development Review/ODPS Process. 6. Based on the feedback from the Civic Center and the Community Stakeholder visioning meetings, refine the City Hall character design concepts to embrace the aesthetics identified by the Stakeholders, consisting of exterior character renderings, colored to define up to two (2) preliminary material and landscaping options. 7. Present final City Hall concept design to Civic Center Stakeholders. Deliverables: 1. Precedent imagery presentation boards and PDFs: 24x36 mounted on foam core. 2. Preliminary concept design presentation boards and PDFs: 24x36 mounted on foam core. 3. Final concept design presentation boards and PDFs: 24x36 mounted on foam core. Civic Center Visioning/Public Outreach 1. Conduct up to three (3) Community Stakeholder meetings, held in the evenings at Lake Oswego City Hall. 2. Present precedent images of applicable buildings for feedback from Community Stakeholders, as defined in the Concept Development task above. 3. Present preliminary Civic Center concept designs to Community Stakeholders. 4. Present final concept design to Community Stakeholders. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx Deliverables: 1. Precedent imagery presentation boards and PDFs: 24x36 mounted on foam core. 2. Preliminary concept design presentation boards and PDFs: 24x36 mounted on foam core. 3. Final concept design presentation boards and PDFs: 24x36 mounted on foam core. Conceptual Plan Development 1. Conduct up to three (3) concept plan development meetings with Owner. 2. Develop two (2) preliminary adjacency diagrams that illustrate the sizes, spatial relationships, and proximities to other rooms/areas, and define which divisions/functions reside on which floor. 3. Develop up to three (3) preliminary site plan diagrams that illustrate the sizes and spatial relationships onsite and to the adjacent Police Facility. 4. Present initial concept diagram options to the Owner. 5. Based on Owner feedback on initial concept diagram options, refine adjacency diagrams and site plan and develop up to two (2) single-line floor plan options. 6. Present refined site plans concept floor plan options to the Owner. 7. Based on Owner feedback on preferred floor plan option, finalize the concept plans consisting of the following: A. Spatial and adjacency requirements. B. Preliminary furniture requirements. C. Finish standards. D. Preliminary concepts for typical interior/architectural elements that will define the character of the space. E. Identify locations of security, lighting, power, data, and equipment requirements. F. Preliminary massing. 8. Present refined site plans and concept floor plan to LORA Board. Deliverables: 1. Final conceptual site plan. 2. Final conceptual floor plan. 3. Preliminary design concept massing. Concept Design Development 1. Conduct up to two (2) Concept Design Development meetings with Owner. These meetings will further the City Hall concept design and massing scheme developed through the Conceptual Civic Center Site Plan and Design Development task, identifying and refining the concept to address specific needs relating to the City Hall. 2. Present refined concept design to LORA Board for approval to proceed to Cost Development task. Deliverables: 1. Final design concept character renderings. Cost Development 1. Based on the approved concept design, develop pricing documents consisting of the following: A. One (1) site plan option. B. One (1) floor plan option. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx C. One (1) exterior elevation option. D. One (1) color exterior 3D rendering(s). E. One (1) roof plan option. F. One (1) exterior materials/finish option. 2. Prepare cost forecasts for the entire project, such as consultant costs, including architectural/engineering fees, construction management fees, special inspection, arborist, geotechnical engineering, surveying, etc. 3. Work with the Owner to evaluate and compile potential Owner costs, including fixtures, furniture, and equipment, lockers and shelving, moving costs, permit fees, TIF or SDC fees, and any other relevant costs. 4. Identify possible Value Engineering options for incorporation into the design. 5. Meet to present Concept Design Cost Estimate and final cost matrix outlining total project costs, including the construction cost estimate provided by CFI and consultant and Owner costs for the development of the new station. 6. Obtain approval from the Owner to proceed to schematic design task. Deliverables: 1. Project Cost Matrix. 2. Value Engineering Options List. Phase II – Schematic Design/Development Review Schematic Design 1. Conduct schematic design kick-off meeting. 2. Conduct up to five (5) schematic design coordination meetings. 3. Periodic review and update of Owner -provided information. 4. Update project schedule by phase beginning with the schematic design phase through the end of the post construction. 5. Based on the approved concept design, develop initial schematic design documents identifying the various major areas, core areas and their relationships, consisting of the following: A. One (1) site plan option. B. One (1) floor plan option. C. One (1) exterior elevation option. D. One (1) roof plan option. 6. Meet to present initial schematic design option to the Owner. 7. Based on Owner feedback on approved concept design, refine schematic design documents to 30% complete consisting of the following: A. Site plan. B. Floor plan. C. Roof plan. D. Exterior elevations. E. Building code plan. F. Exterior materials/finishes/color identification. 8. Issue 30% Schematic Design documents for Owner review and comment. 9. Issue 30% Schematic Design documents to cost estimator for pricing. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 5 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx 10. Prepare cost forecasts for the entire project, such as consultant costs, including architectural/engineering fees, construction management fees, special inspection, arborist, geotechnical engineering, surveying, etc. 11. Work with the Owner to evaluate and compile potential owner costs, including fixtures, furniture, and equipment, lockers and shelving, moving costs, permit fees, TIF or SDC fees, and any other relevant costs. 12. Identify possible Value Engineering options for incorporation into the design. 13. Meet to present 30% Schematic Design Cost Estimate, and cost matrix outlining total project costs including the construction cost estimate provided by CFI, and consultant and owner costs for the development of the new station. Deliverables: 1. 30x42 size PDF drawings. 2. Outline specification, 8.5x11 PDF. 3. Project Cost Matrix. 4. Value Engineering Options List. Development Review Process 1. Attend a Pre-Application Conference with City Staff and representatives from the Owner’s Project Team. 2. Participate in preparation of documentation, required notices, and arrangement of one neighborhood meeting and one subsequent follow up public meeting, as required or deemed necessary by the team. 3. Review and contribute to preparation of a burden of proof document that responds to the specific approval criteria identified for Development Review and any Variances. 4. Jurisdiction Approval Process: A. Participate in coordination of responses to questions and provide any additional information required during the completeness phase. B. Attend one (1) Client meeting, assumed to be via phone or at Mackenzie’s office. C. Attend up to two (2) meetings with City staff for general review/coordination of land use application, assumed to be held at City of Lake Oswego offices. 5. Public Hearings and Final Approvals: A. Review and contribute to preparation of presentation document for public hearings. B. Attend Development Review Commission hearing and present project to DRC for approval (assumes up to two (2) hearings). C. Participate in coordination and review of any final conditions of approval. 6. Following completion of Development Review process, obtain approval from the Owner to proceed to Design Development phase. Deliverables: 1. Neighborhood meeting notices and neighborhood meeting summaries as required per City of Lake Oswego. 2. Burden of proof document submitted for approval to jurisdiction. 3. Supporting graphics submitted for approval to jurisdiction. 4. Graphic presentation materials necessary for presentation at public hearings. 5. Presentation, testimony, and verbal rebuttal of opponents’ evidence (if any) at Development Review Commission public hearing. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 6 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx Phase III – Design Development and Bidding Services Design Development 1. Conduct design development kick-off meeting. 2. Conduct up to five (5) design development coordination meetings. 3. Periodic review and update of Owner-provided information. 4. Update project schedule by phase beginning with the design development phase through the end of the post- construction. 5. Based on the approved schematic design and any revisions, develop initial design development phase documents consisting of the following: A. Site plan. B. Floor plans with final room locations including all openings. C. Roof plan. D. Exterior elevations. E. Building sections showing coordination and relationship between components. F. Typical wall sections showing final dimensional relationships, materials, and component relationships. G. Preliminary development of details and enlarged floor plan(s). H. Reflected ceiling plan(s). I. Preliminary Interior elevations. J. Typical interior details. K. Preliminary door and hardware schedule showing final quantity plus type and quality levels. L. Preliminary window and finish schedules. M. Interior materials/finishes/color board(s). N. Preliminary specifications listing mfr./products/materials. 6. Issue 60% complete Design Development documents for Owner review and comment. 7. Issue 60% Design Development documents to CM/GC cost estimator for pricing. 8. Update cost forecasts for the entire project, such as consultant costs, including architectural/engineering fees, construction management fees, special inspection, arborist, geotechnical engineering, surveying, etc. 9. Work with the Owner to update Owner costs, including fixtures, furniture, and equipment, lockers and shelving, moving costs, permit fees, TIF or SDC fees, and any other relevant costs. 10. Identify possible Value Engineering options for incorporation into the design. 11. Meet to present 60% Schematic Design Cost Estimate and cost matrix outlining total project costs including the construction cost estimate provided by CFI and consultant and Owner costs for the development of the new station. 12. Obtain approval from the Owner to proceed to Construction Document phase. Deliverables: 1. 30x42 size PDF drawings. 2. Outline specifications, 8.5x11 PDF. Construction Documents 1. Conduct Construction Document phase kick-off meeting. 2. Conduct up to four (4) construction document phase coordination meetings. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 7 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx 3. Periodic review and update of Owner-provided information. 4. Update project schedule by phase beginning with the construction document phase through the end of the post- construction. 5. Develop Construction Documents consisting of the following: A. Title sheet/code compliance. B. Site plan. C. Floor plan. D. Roof plan. E. Exterior elevations. F. Exterior building/wall section(s). G. Stair details. H. Enlarged floor plan(s). I. Reflected ceiling plan(s). J. Interior elevations. K. Interior details. L. Door, window, and finish schedules. M. Roof, wall, and canopy details. N. Final specifications listing manufacturer/products/materials. 6. Issue 90% complete Construction Documents for Owner review and comment. 7. Issue 90% Construction Documents to CM/GC cost estimator for pricing. 8. Update cost forecasts for the entire project, such as consultant costs, including architectural/engineering fees, construction management fees, special inspection, arborist, geotechnical engineering, surveying, etc. 9. Work with the Owner to update Owner costs, including fixtures, furniture and equipment, lockers and shelving, moving costs, permit fees, TIF or SDC fees, and any other relevant costs. 10. Identify possible Value Engineering options, for incorporation into the design. 11. Meet to present 90% Construction Document Cost Estimate and cost matrix outlining total project costs including the construction cost estimate provided by CFI and consultant and owner costs for the development of the new station. 12. Obtain approval from the Owner to proceed to Construction Document phase. 13. Obtain Owner’s approval in writing to proceed to bidding phase. Deliverables: 1. 30x42 size PDF drawings. 2. Specifications, 8.5x11 PDF. Permitting 1. Mackenzie and our consultants include the following permit(s) and process(es) through the listed Authority Having Jurisdiction (AHJ) for each as follows: A. Public Improvement Permit through City of Lake Oswego. B. Site Development Permit through City of Lake Oswego. C. Demolition Permit through City of Lake Oswego. D. Building Permit through City of Lake Oswego. E. Grading/Erosion Control Permit through City of Lake Oswego. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 8 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx F. 1200-C permit through Oregon Department of Environmental Quality. G. Mechanical Permit through City of Lake Oswego. H. Electrical Permit through City of Lake Oswego. I. Plumbing Permit through City of Lake Oswego. 2. Complete application forms for each separate permit listed above. 3. Coordinate and issue one (1) permit set construction documents to the AHJ for each of the permits listed above. 4. Monitor permit process on a biweekly basis after the estimated review duration is complete for up to twelve (12) weeks. 5. For each permit included as defined above, respond up to two (2) times in writing and update Construction Documents form as appropriate for each of the above listed plan review departments anticipated for approval. 6. Assist project team with addressing conditions of approval of land use decision. 7. Attend one (1) meeting with Building Official, Fire Marshal, Public Works, and any additional City departments at City of Lake Oswego. Deliverables: 1. Stamped and signed Construction Document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Permit application forms. (Applications, special inspection, energy compliance, etc.) 4. Stamped and signed resubmittal Construction Documents for plan review responses defined above. 5. Written approval for each permit defined above. Bidding Based on the Owner approval of the Construction Documents and response to first round permit comments, Mackenzie will issue bid documents to the CM/GC for subcontractor bidding. Assist CM/GC in soliciting bids for construction as follows: 1. Issue one (1) set of bid documents. 2. Mackenzie will review and respond via addendum to substitution requests from subcontractors submitted through the CM/GC during the bidding process up to five (5) days prior to the last addendum being issued. 3. Prepare and issue up to two (2) rounds of addenda to respond to subcontractor bid questions. 4. Track changes to Construction Documents formally issued via addenda during the bid process. Deliverables: 1. Stamped and signed Construction Document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Addenda, as defined above. Phase IV – Construction Contract Administration Task 1. The overall project Construction Contract Administration phase of the project is anticipated to be up to sixteen (16) months total maximum duration, including one month of closeout. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 9 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx 2. Provide an average of twenty (20) hours per week of in-office support for up to sixty-six (66) weeks to provide the following services: A. Provide general in-office support via phone, email, and/or via Submittal Exchange, or similar web based project management system for reasonable day to day communication. B. Review of specified submittals via Submittal Exchange. C. Process general contractor’s reasonable Requests for Information (RFIs), via Submittal Exchange. D. Maintain a record of submittals and RFIs. E. Issue Architect’s Supplemental Instructions for no-cost clarifications to Contract Documents via Submittal Exchange. 3. Attend up to twice monthly construction meetings with Owner and CM/GC. 4. Attend up to once monthly on-site observation visits with the Owner and CM/GC to observe work in progress for general compliance with the Contract Documents. 5. Issue project visit observation reports to Owner and CM/GC, up to a total of sixteen (16), with corresponding project visit observation. 6. Evaluate and take action on post-bid substitution request(s) as directed by Owner. 7. On a monthly basis, process and take action on properly prepared and accurate CM/GC requests for payment based on on-site observations as defined above. 8. Issue Proposal Requests and/or Construction Change Directives to general contractor for changes in the work as directed by the Owner, via Submittal Exchange. 9. Review and approve Change Orders prepared and submitted by the contractor for approval by Owner, via Submittal Exchange. 10. Conduct on-site observation of the work and prepare a punch list after general contractor has deemed the project substantially complete and as agreed to by architect and Owner of substantially complete status. 11. Issue Certificate of Substantial Completion. 12. Conduct one (1) on-site punch list completion verification site visit and issue corresponding punch list edits for completion status. 13. Issue Certificate of Final Completion. 14. Process and review properly prepared and complete specified close-out materials including Operations and Maintenance Manual(s) up to one (1) round(s) of review. Deliverables: 1. Project visit observation reports. 2. Processed submittals. 3. AIA Contract Documents formally issued (ASI, PR, CCD). 4. Supplemental drawings for clarification and/or revisions to Contract Documents. 5. Certified contractor applications for payment. 6. Certificate of Substantial Completion. 7. Punch list. 8. Certificate of Final Completion. 9. Processed close-out materials. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 10 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx OPTIONAL EXPANDED SERVICES Services listed below have been selected by the Owner, in addition to the base services, and have been included in the fee summary under “selected expanded services” in Attachment N – Fees, Assumptions, and Exclusions. Radon Mitigation Services Facilitate design of active soil depressurization system. Sustainable Design Services 1. Provide design Services to follow the City’s High Performance City Facility policy, consisting of the following: A. Sustainability Kick-Off meeting. B. Design/Eco-Charrette. C. Engage Energy Trust of Oregon in early design to evaluate incentive eligibility. D. Attend one (1) meeting with Sustainability Advisory Board. E. Incorporate approved sustainable design strategies. Path to Net Zero Support for Energy Trust of Oregon Path to Net Zero energy modeling and coordination meetings. Parking Analysis Update Support update of the Parking Study and Analysis to define parking needs resulting from the new City Hall and public/retail space. Traffic Impact Analysis Update Support update of the Traffic Impact Analysis resulting from the new City Hall and public/retail space. Additional Parcel Development Facilitate design services for vacant lot on Third and Evergreen, assumes a stormwater area, small amenity area, and/or potential parking. Design services will occur concurrently throughout project phases, consisting of the following: 1. Conduct up to three (3) coordination meeting with City representatives to discuss vacant lot opportunities, program, and design. 2. Participate in development of up to three (3) concept diagrams 3. Meet at Mackenzie’s office to present initial diagram options to the Owner. 4. Based on the feedback from the Owner, participate in development of up to three (3) conceptual site plans. 5. Meet at Mackenzie’s office to present conceptual site plan options to the Owner. 6. Based on Owner feedback, refine up to one (1) design concept. 7. Coordinate design documents for vacant lot within Schematic Design, Design Development, and Construction Documentation drawing sets as described above. Building Technology (Audio/Visual) Design Services Facilitate and coordinate design of audio visual systems for City Council Chambers and Municipal Court. Attachment A – Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 11 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT A rev1.docx Acoustical Design Services Facilitate and coordinate specialized acoustical design for City Council Chambers and Municipal Court. Record Drawings 1. Based on CM/GC as-built documentation and formally issued documents during construction, prepare record documents drawings and specifications. Deliverables: 1. Record documents (drawings and specifications) in Revit format. H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT B rev1.docx ATTACHMENT B – INTERIOR DESIGN SCOPE OF SERVICES June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 This document forms part of the professional services proposal and Owner/Architect agreement for the project. The following information defines our interior design scope of services for the project. Variations to these criteria may require changes to our basis of design, schedule, and/or fees, and will need to be evaluated and adjustments made if necessary on a case-by-case basis. Phase I – Basis of Design Site Investigation/Existing Conditions Reviews 1. Attend one (1) observation to review and document the existing facility. Workplace Discovery/Building Program Refinement 1. Conduct one (1) interior design kick-off meeting to review project goals. Lead a discovery/planning brainstorming session to identify challenges, opportunities, and big picture goals for the project. Guide and steer the Owner to express and define their vision for the new interior environment. Listen and fully comprehend the departments’ desired work culture. 2. Initial dialogue with key decision makers (assume 2 to 4 people) to discuss approach to discovery which could include: A. Developing a survey about workplace design for key or broad stakeholders. B. Discovery/programming discussion with key stakeholders. C. Discovery/programming discussions by department/area. 3. Up to two (2) follow up meetings to continue work place culture dialogue with key decision makers. This information will be used to develop and refine the building program. 4. Review refined program consisting of the following: A. Identify general furniture requirements. B. Identify finish standards, where necessary. C. Identify preliminary concepts for typical interior elements that will define the character of the space. Visioning/Public Outreach: 1. Review and provide input of interior precedent images prior to Stakeholder Visioning meeting. 2. Participate in up to three (3) Community Stakeholder meetings, held in the evenings at Lake Oswego City Hall. 3. Participate in presentation of precedent images of building workplace interiors and other applicable buildings for feedback from Community Stakeholders. 4. Participate in presentation of preliminary concept designs to Community Stakeholders. 5. Participate in presentation of final Concept Design to Community Stakeholders. Attachment B – Interior Design Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT B rev1.docx Conceptual Plan Development 1. Attend one (1) concept design coordination meeting. 2. Review and comment on meeting minutes of Concept Design phase meetings conducted by Mackenzie as defined above. 3. Review and assist in development of up to two (2) preliminary adjacency diagrams. 4. Provide input to refine building adjacency diagrams and develop single-line floor plan options. 5. Meet to present initial concept diagram options to the Owner. 6. Based on Owner feedback on preferred floor plan option, provide input on the final concept plans consisting of the following: A. Spatial requirements. B. Preliminary furniture requirements. C. Finish standards. D. Preliminary concepts for typical interior/architectural elements that will define the character of the space. E. Meet to present refined concept floor plan options to the Owner. F. Based on Owner feedback on preferred floor plan option, finalize the concept plans consisting of the following: I. Spatial and adjacency requirements. II. Preliminary furniture requirements. III. Finish standards. IV. Preliminary concepts for typical interior/architectural elements that will define the character of the space. Concept Design Development 1. Attend up to two (2) concept design coordination meetings. 2. Develop initial design development phase documents consisting of the following: A. Schematic finish plan. B. Schematic furniture plan (for layout purposes only). 3. Meet at Mackenzie’s office to present interior concept design to the Owner for approval to proceed to Cost Development task. Deliverables: 1. Precedent imagery boards. 2. Interior design concept presentation boards. Cost Development 1. Review the construction cost estimate. Phase II – Schematic Design/Development Review Attachment B – Interior Design Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT B rev1.docx Schematic Design 1. Attend schematic design kick-off meeting. 2. Attend one (1) review meeting with the Owner to review loose interior finish materials (up to three (3) interior finishes options to be presented). 3. Refinement of one (1) interior finish material option. 4. Attend one (1) meeting to review and present revised interior finish materials. 5. Develop initial Schematic Design Development phase documents consisting of the following: A. Assist with development of architectural floor plan. B. Finish plan. C. Schematic furniture plan (for layout purposes only). D. Up to four (4) interior 3D color renderings of key focus areas. E. Enlarged floor plans. F. Reflected ceiling plan. G. Continue refinement of Interior Finish Materials. 6. Meet to present initial Schematic Design option to the Owner. 7. Based on Owner feedback on approved concept design, refine Schematic Design Documents to 30% complete consisting of the following: A. Finish plan. B. Schematic furniture plan (for layout purposes only). C. Up to four (4) interior 3D color renderings of key focus areas. D. Enlarged floor plans. E. Reflected ceiling plan. F. Continue refinement of Interior Finish Materials. 8. Publish and issues Concept Design Development Documents to the Owner for review. 9. Review of 30% cost estimate. Deliverables: 1. 11x17 Presentation interior 3D renderings. 2. Preliminary materials and finishes board(s), loose samples for presentation. Development Review Process 1. Interior design effort excluded from this task. Phase III – Design Development and Bidding Services Design Development 1. Participate in design development kick-off meeting. 2. Attend up to three (3) Design Development meeting at Mackenzie’s office to review Owner comments. 3. Develop 60% Complete Construction Documents consisting of the following: A. Assist in development of floor plans. B. Enlarged floor plans. C. Finish floor plans. D. Schematic furniture plan (for layout purposes only). Attachment B – Interior Design Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT B rev1.docx E. Reflected ceiling plan. F. Interior elevations. G. Continue refinement of Interior Finish Materials. 4. Issue 60% Complete Construction Documents to the Owner for review. Deliverables: 1. 30x42 size PDF drawings. 2. Outline Specifications, 8.5x11 PDF. 3. Preliminary interior materials and finishes board(s): 24x36 mounted on foam core. Construction Documents 1. Participate in construction document phase kick-off meeting. 2. Attend up to two (2) Construction Documents meeting at Mackenzie’s office to review Owner comments. 3. Develop 90% Complete Construction Documents consisting of the following: A. Assist in development of floor plans. B. Enlarged floor plans. C. Finish floor plans. D. Schematic furniture plan (for layout purposes only). E. Reflected ceiling plan. F. Interior elevations. G. Continue refinement of Interior Finish Materials. 4. Issue 90% Complete Construction Documents to the Owner for review. Deliverables: 1. 30x42 size PDF drawings. 2. Specifications, 8.5x11 PDF. 3. Final interior materials and finishes board(s): 24x36 mounted on foam core. Permitting 1. Publish permit documents. 2. Incorporate permit comments into document set. 3. Issue addenda. 4. Respond to bid questions. Deliverables: 1. Stamped and signed Construction Document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Stamped and signed resubmittal Construction Documents for plan review responses defined above. Attachment B – Interior Design Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 5 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT B rev1.docx Bidding Based on Owner approval of the construction documents and response to first round permit comments Mackenzie will issue bid documents to the CM/GC for sub-contractor bidding. Assist Owner in soliciting bids for construction as follows: 1. Issue Bid Documents. 2. Mackenzie will review and respond via addendum to substitution requests from subcontractors submitted through the CM/GC during the bidding process up to 5 days prior to the last addendum being issued. 3. Prepare and issue up to three (3) rounds of addenda to respond to sub-contractor bid questions. 4. Track changes to construction documents formally issued via addenda during the bid process. Deliverables: 1. Stamped and signed construction document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Addenda, as defined above. Phase IV – Construction Contract Administration Tasks 1. The overall project construction contract administration phase of the project is anticipated to be up to eighteen (18) months total maximum duration, including one (1) month of closeout. 2. Provide an average of two (2) hours per week of in-office support for up to seventy-four (74) weeks to provide the following services: A. Review of interior submittals received by contractor. B. Provide general in-office support via phone and/or email. C. Process general contractor’s reasonable Requests for Information (RFIs). D. Issue Architect’s Supplemental Instruction for no-cost clarifications to Contract Documents. 3. Conduct up to three (3) on-site observation visits with the Owner and general contractor to observe work in progress for general compliance with the contract documents. This includes a total of three (3) on-site observation visits with corresponding project visit observation reports. 4. Issue project visit observation reports to Owner and general contractor after each on-site visit. 5. Conduct on-site observation of the work and prepare a punch list after general contractor has deemed the project substantially complete and as agreed to by architect and Owner of substantially complete status. 6. Conduct up to one (1) on-site punch list completion verification site visit and issue corresponding punch list edits for completion status. Deliverables: 1. Project visit observation reports. 2. Processed submittals. 3. Supplemental drawings for clarification and/or revisions to contract documents. 4. Punch list. Attachment B – Interior Design Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 6 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT B rev1.docx EXPANDED SERVICES Services listed below have been selected by the Owner, in addition to the base services, and have been included in the fee summary in Attachment N – Fees, Assumptions, and Exclusions. Sustainable Design Services 1. Provide design services to follow the City’s High Performance City Facility policy, consisting of the following: A. Sustainability kick-off meeting. B. Design/Eco-Charrette. C. Incorporate approved sustainable design strategies. Record Drawings 1. Based on CM/GC as-built documentation and formally issued documents during construction, prepare record documents drawings and specifications. Deliverables: 1. Record documents (drawings and specifications) in Revit format. H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT C rev1.docx ATTACHMENT C – STRUCTURAL SCOPE OF SERVICES June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 This document forms part of the professional services proposal and Owner/Architect agreement for the project. The following information defines our structural engineering scope of services for the project. Variations to these criteria may require changes to our basis of design, schedule, and/or fees, and will need to be evaluated and adjustments made if necessary on a case-by-case basis. Phase I – Basis of Design Site Investigation/Existing Conditions Reviews 1. Review geotechnical report and Owner-provided initial information consisting of Environmental Phase I Report, and hazardous material assessment for the buildings to be demolished. Building Program Refinement 1. Review findings of programming study for implications to structural design. Visioning/Public Outreach 1. Review input/impacts to structure from visioning/public outreach. Conceptual Plan Development 1. Provide structural input on developed single-line floor plan options. 2. Provide structural input on final conceptual floor plans. Deliverables: ▪ Final concept narrative. Concept Design Development 1. Provide structural input on final concept design. Cost Development 1. Provide structural narrative for use in pricing. 2. Identify possible Value Engineering options for incorporation into the design. Attachment C – Structural Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT C rev1.docx Phase II – Schematic Design /Development Review Schematic Design 1. Attend up to one (1) schematic design coordination meetings. 2. Based on the approved concept design, develop initial Schematic Design documents consisting of the following: A. One (1) foundation plan option. B. One (1) floor plan option. C. One (1) roof plan option. 3. Based on Owner feedback on approved concept design, refine Schematic design documents to 30% complete consisting of the following: A. Foundation plan. B. Floor framing plans. C. Roof framing plan. D. Outline Specification. 4. Identify possible Value Engineering options for incorporation into the design. Deliverables: 1. 30x42 size PDF drawings. 2. Outline specification, 8.5x11 PDF. Development Review Process 1. Structural engineering effort excluded from this task. Phase III – Design Development and Bidding Services Design Development 1. Attend design development kick-off meeting. 2. Attend one (1) design development coordination meetings. 3. Based on the approved schematic design and any revisions, develop initial design development phase documents consisting of the following: A. Foundation plan. B. Floor framing plans. C. Roof framing plan. D. Typical details. E. Preliminary specifications listing manufacturer/products/materials. 4. Identify possible Value Engineering options for incorporation into the design. 5. Meet at Mackenzie’s office to present 60% Schematic Design Cost Estimate and cost matrix outlining total project costs including the construction cost estimate and consultant and Owner costs for the development of the new station. Deliverables: 1. 30x42 size PDF drawings. 2. Outline specifications, 8.5x11 PDF. Attachment C – Structural Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT C rev1.docx Construction Documents 1. Attend construction document phase kick-off meeting. 2. Attend one (1) construction document phase coordination meetings. 3. Develop construction documents consisting of the following: A. General notes. B. Typical details. C. Foundation plan. D. Floor framing plans. E. Roof framing plans. F. Structural details 4. Identify possible Value Engineering options for incorporation into the design. 5. Meet at Mackenzie’s office to present 90% Construction Document Cost Estimate and cost matrix outlining total project costs including the construction cost estimate and consultant and Owner costs for the development of the new station. Deliverables: 1. 30x42 size PDF drawings. 2. Specifications, 8.5x11 PDF. Permitting 1. Coordinate and issue permit set structural construction documents to the AHJ for each of the permits listed above. It is assumed that the permits will be submitted via the City’s e-Permitting website. 2. Respond up to two (2) times in writing and update construction documents form as appropriate for structural comments. Deliverables: 1. Stamped and signed construction document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Stamped and signed structural calculations. 4. Stamped and signed resubmittal construction documents for plan review responses defined above. 5. Written approval for each permit defined above. Bidding Based on Owner approval of the Construction Documents and response to first round permit comments Mackenzie will issue Bid Documents to the CM/GC for subcontractor bidding. 1. Mackenzie will review and respond via addendum to substitution requests from subcontractors submitted through the CM/GC during the bidding process up to five (5) days prior to the last addendum being issued. 2. Prepare and issue three (3) rounds of addenda to respond to contractor’s bid questions. 3. Track changes to Construction Documents formally issued via addenda during the bid process. Attachment C – Structural Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT C rev1.docx Deliverables: 1. Stamped and signed construction document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Addenda. Phase IV – Construction Contract Administration Tasks 1. The overall project Construction Contract Administration phase of the project is anticipated to be up to eighteen (18) months total maximum duration, including one (1) month of closeout. 2. Provide an average of five (5) hours per week of in-office support for up to seventy-four (74) weeks to provide the following services: A. Provide general in-office support via phone, email and/or via Submittal Exchange, or similar web based project management system for reasonable day to day communication. B. Review of specified submittals via Submittal Exchange. C. Process general contractor’s reasonable Requests for Information (RFIs) via Submittal Exchange. 3. Conduct structural observation visits with the Owner and CM/GC to observe work in progress for general compliance with the Contract Documents. This includes a total of eight (8) on-site observation visits with corresponding structural observation reports. Issue project visit observation reports to Owner and CM/GC up to a total of eight (8) with corresponding project visit observation. 4. Issue structural observation reports to Owner and CM/GC after each on-site visit. 5. Evaluate and take action on post-bid substitution requests as directed by Owner. 6. Review Change Orders prepared and submitted by the contractor for approval by Owner. Deliverables: 1. Structural Observation reports. 2. Processed submittals. 3. Supplemental drawings for clarification and/or revisions to contract documents. 4. Processed close-out materials. EXPANDED SERVICES Services listed below have been selected by the Owner, in addition to the base services, and have been included in the fee summary in Attachment N – Fees, Assumptions, and Exclusions. Record Drawings 1. Based on CM/GC as-built documentation and formally issued documents during construction, prepare record documents drawings and specifications. Deliverables: 1. Record documents (drawings and specifications) in Revit format. H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT D rev1.docx ATTACHMENT D – LAND USE PL ANNING SCOPE OF SERV ICES June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall Project Number 2170184.00 This document forms part of the professional services proposal and Owner/Architect agreement for the project. The following information defines our land use planning scope of services for the project. Variations to these criteria may require changes to our basis of design, schedule, and/or fees, and will need to be evaluated and adjustments made if necessary on a case-by-case basis. Phase I – Basis of Design Project Kick-Off 1. Attend preliminary design kick-off meeting. 2. Prepare preliminary summary of development standards and other zoning requirements that apply to the site/project. 3. Attend up to three (3) Lake Oswego Planning staff meetings with Owner and architectural team. 4. Prepare for and attend one pre-application meeting with the City of Lake Oswego. 5. Meet to review final preliminary design and present permitting strategy to Owner for approval to proceed to Schematic Design phase. Deliverables: 1. Pre-application conference submittal. 2. Brief narrative for team use that outlines procedures and highlights any specific code requirements, as well as any likely areas of significant importance and/or recommendations for project approval. Phase II – Schematic Design/Development Review Schematic Design 1. Neighborhood Notice: as outlined in the City of Lake Oswego requirements for neighborhood meeting requirements, we will prepare documentation, send required notices, and arrange a neighborhood meeting. Attend one (1) neighborhood meeting and one (1) subsequent follow up public meeting, as required or deemed necessary by the team. 2. Coordinate with the consultant team to confirm locations of planned utility connections and verify that locations are not in conflict with any proposed street/bike/pedestrian networks or development locations. 3. Review the development team vision for architectural styles and propose complementary fixtures for street lighting and any other site design features, such as signage or park amenities, that will be included as part of the Development Review/Conditional Use Permit application. Attachment D – Land Use Planning Scope of Services City of Lake Oswego Lake Oswego City Hall Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT D rev1.docx Development Review Process 1. Prepare Burden of Proof: A. Generate and prepare a burden of proof document that responds to the specific approval criteria identified for Development Review, Conditional Use Permit, and any Variances. B. Attend one (1) meeting for purposes of general review/coordination, assumed to be held at Mackenzie’s office. 2. Prepare Entitlement Submittal and Jurisdiction Approval Process: A. Coordinate with City of Lake Oswego Planning staff during the completeness phase to respond to questions and provide any additional information. B. Monitor Planning staff review of application including but not limited to agency reviews, public comment, and preparation of staff report. C. Review draft Planning staff report, solicit input from Owner and project team, and assist with negotiations with City Planning staff. D. Attend one (1) Owner meeting, assumed to be via phone or at Mackenzie’s office. E. Attend up to two (2) meetings with City Planning staff for general review/coordination of land use application, assumed to be held at City of Lake Oswego offices. 3. Public Hearings and Final Approvals: A. Generate and prepare presentation document for public hearings. B. Attend Development Review Commission hearing and present project to DRC for approval (assumes up to two (2) hearings). C. Coordinate and review any final conditions of approval such that they are documented and accounted for with subsequent development applications. Deliverables: 1. Neighborhood meeting notices and neighborhood meeting summaries as required per City of Lake Oswego. 2. Burden of Proof document submitted for approval to jurisdiction. 3. Supporting graphics submitted for approval to jurisdiction. 4. Graphic presentation materials necessary for presentation at public hearings. 5. Presentation, testimony, and verbal rebuttal of opponents’ evidence (if any) at Development Review Commission public hearing. Phase III – Design Development and Bidding Services Design Development and Construction Documents 1. Participate in design development kick-off meeting. Permitting 1. Mackenzie and our consultants include the following permits and processes through the listed Authority Having Jurisdiction (AHJ) for each as follows: A. Public Improvement Permit through City of Lake Oswego. B. Site Development Permit through City of Lake Oswego. C. Demolition Permit through City of Lake Oswego. D. Building Permit through City of Lake Oswego. Attachment D – Land Use Planning Scope of Services City of Lake Oswego Lake Oswego City Hall Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT D rev1.docx E. Grading/Erosion Control Permit through City of Lake Oswego. F. 1200-C Permit through Oregon Department of Environmental Quality. G. Mechanical Permit through City of Lake Oswego. H. Electrical Permit through City of Lake Oswego. I. Plumbing Permit through City of Lake Oswego. 2. Obtain and complete application forms for each separate permit listed above. 3. Coordinate permit set Construction Documents to the AHJ for each of the permits listed above. 4. Assist project team with addressing conditions of approval of land use decision. Deliverables: 1. Permit application forms. EXPANDED SERVICES Services listed below have been selected by the Owner, in addition to the base services, and have been included in the fee summary in Attachment N – Fees, Assumptions, and Exclusions. Parking Analysis Update 1. Support Parking Study and Analysis updates to define parking needs resulting from the new City Hall. H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT E rev1.docx ATTACHMENT E – CIVIL ENGINEERING SCOPE OF SERVICES June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 This document forms part of the professional services proposal and Owner/Architect agreement for the project. The following information defines our civil engineering scope of services for the project. Variations to these criteria may require changes to our basis of design, schedule, and/or fees, and will need to be evaluated and adjustments made if necessary on a case-by-case basis. Phase I – Basis of Design Project Kick-Off 1. Civil engineering effort excluded from this task. Site Investigation/Existing Conditions Reviews 1. Review Owner-provided initial information consisting construction cost budget, ALTA/Boundary/Topo Survey, Geotechnical Report, Environmental Phase I, and tree inventory/assessment and removal/mitigation planning. Building Program Refinement 1. Civil engineering effort excluded from this task. Visioning/Public Outreach 1. Civil engineering effort excluded from this task. Conceptual Plans 1. Develop initial design concept(s) consisting of the following: A. Up to two (2) site/stormwater options, based on layouts provided by the architect. 2. Meet to present initial concept design option(s) to the Owner. Concept Design Finalization 1. Based on Owner feedback on concept design option(s), finalize the design concept consisting of the following: A. Final conceptual civil site plan, incorporating architectural site plan with exterior frontage approach (sidewalk replacement only). B. Final conceptual exterior grading and utility services plan. 2. Meet to present final concept design to the Owner for approval to proceed to cost development task. Attachment E – Civil Engineering Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT E rev1.docx Deliverables: 1. CAD plans as noted above. Cost Development 1. Based on the approved concept design, develop pricing documents consisting of the following: A. One (1) site plan option. 2. Identify possible Value Engineering options, for incorporation into the design. Phase II – Schematic Design/Development Review Schematic Design 1. Attend one (1) schematic design coordination meeting. 2. Develop initial schematic design documents consisting of the following: A. One (1) site plan option, including frontage sidewalk replacement B. One (1) grading plan(s) option. C. One (1) utility plan(s) option, including two options for stormwater treatment. D. Up to two (2) plaza options, coordinated with the current design for the Police facility. 3. Issue 30% complete Schematic Design documents for Owner review and comment. 4. Issue 30% Schematic Design documents to cost estimator for pricing. 5. Identify possible Value Engineering options for incorporation into the design. Deliverables: 1. 30x42 size PDF drawings. 2. Preliminary studies and storm reports, 8.5x11 PDF Development Review Process 1. Attend pre-application meeting at City offices. Phase III – Design Development and Bidding Services Design Development 1. Attend one (1) Design Development coordination meeting. 2. Develop initial Design Development phase documents consisting of the following: A. Site plan. B. Grading plan(s). C. Utility plan. D. Preliminary details/enlargements. E. Erosion control plans and details. F. Outline specification, listing divisions and anticipated sections. Frontage plans consisting of sidewalk replacement only. G. Preliminary design calculation report(s). 3. Issue 60% complete Design Development documents for Owner review and comment. Attachment E – Civil Engineering Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT E rev1.docx 4. Issue 60% Design Development documents to CM/GC cost estimator for pricing. 5. Identify possible Value Engineering options, for incorporation into the design. Deliverables: 1. 30x42 size PDF drawings. 2. Preliminary studies and storm reports, 8.5x11 PDF Construction Documents 1. Attend one (1) Construction Document phase coordination meetings. 2. Develop construction documents consisting of the following: A. Site plan(s). B. Grading plan(s). C. Utility plan(s). D. Details/Enlargements. E. Erosion control plans and details. F. Outline specification – Sections listing mfr./products/materials . G. Frontage plans, consisting of sidewalk replacement only H. Design calculation report(s). 3. Issue 90% complete Construction Documents for Owner review and comment. 4. Issue 90% Construction Documents to CM/GC cost estimator for pricing. 5. Identify possible Value Engineering options for incorporation into the design. Deliverables: 1. 30x42 size PDF drawings. 2. Specifications, 8.5x11 PDF. 3. Study(ies), report(s), calculations. Permitting 1. Mackenzie and our consultants include the following permits and processes through the listed Authority Having Jurisdiction (AHJ) for each as follows: A. Building Permit through City of Lake Oswego. B. Public Works Permit. 2. Attend up to two (2) meetings with Building and/or Public Works Departments at jurisdiction office. 3. Issue permit set Construction Documents to the architect for use with AHJ for each of the permits listed above. 4. Monitor permit process on a weekly basis for up to six (6) weeks. 5. For each permit included as defined above, respond up to two (2) times in written and updated construction documents form as appropriate for each of the above listed plan review departments anticipated for approval. Attachment E – Civil Engineering Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT E rev1.docx Deliverables: 1. Stamped and signed Construction Document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Permit application forms. (Applications, special inspection, etc.) 4. Stamped and signed resubmittal Construction Documents for plan review responses defined above. 5. Written approval for each permit defined above. Bidding Based on Owner approval of the construction Documents and response to first round permit comments, Mackenzie will issue Bid Documents to the CM/GC for subcontractor bidding. Assist Owner in soliciting bids for construction as follows: 1. Mackenzie will review and respond via addendum to substitution requests from subcontractors submitted through the CM/GC during the bidding process up to five (5) days prior to the last addendum being issued. 2. Prepare and issue three rounds of addenda to respond to contractor’s bid questions. 3. Track changes to construction documents formally issued via addenda during the bid process. Deliverables: 1. Stamped and signed construction document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Up to three (3) addenda. Phase IV – Construction Contract Administration Task 1. The overall project Construction Contract Administration phase of the project is anticipated to be up to eighteen (18) months total maximum duration, including one (1) month of closeout. 2. Provide an average of four (4) hours per week of in-office support for up to ten (10) weeks of site utility and frontage construction to provide the following services: A. Provide general in-office support via phone, fax, email and/or via Submittal Exchange, or similar web based project management system for reasonable day to day communication. B. Review of specified submittals via Submittal Exchange. C. Process general xontractor’s reasonable Requests for Information (RFIs), via Submittal Exchange. 3. Conduct up to five (5) on-site observation visits with the Owner and CM/GC to observe work in progress for general compliance with the Contract Documents, including any and all public works construction. 4. Issue project visit observation reports to Owner and CM/GC after each on-site visit. 5. Conduct on-site observation of the work and prepare a punch list after general contractor has deemed the project substantially complete and as agreed to by architect and Owner of substantially complete status. 6. Conduct one (1) on-site punch list completion verification site visit and issue corresponding punch list edits for completion status. Attachment E – Civil Engineering Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 5 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT E rev1.docx Deliverables: 1. Project visit observation reports. 2. Processed submittals. 3. Supplemental drawings for clarification and/or revisions to contract documents. 4. Punch list. EXPANDED SERVICES Services listed below have been selected by the Owner, in addition to the base services, and have been included in the fee summary in Attachment N – Fees, Assumptions, and Exclusions. Additional Parcel Development Design services for vacant lot at Third and Evergreen assumes a stormwater area, small amenity area, and/or potential parking. Design services will occur concurrently throughout project phases, consisting of the following: 1. Conduct up to three (3) coordination meetings with City representatives to discuss vacant lot opportunities, program, and design. 2. Develop up to three (3) concept diagrams. 3. Meet at Mackenzie’s office to present initial diagram options to the Owner. 4. Based on the feedback from the Owner, develop up to three (3) conceptual site plans. 5. Meet at Mackenzie’s office to present conceptual site plan options to the Owner. 6. Based on Owner feedback, refine up to (1) design concept. 7. Prepare design documents for vacant lot within schematic design, design development, and construction documentation drawing sets as described above. Right-of-Way Improvements 1. Frontage improvements beyond the existing curbline along Fourth and Evergreen associated with the City Hall development. 2. Associated frontage improvements for vacant lot on Evergreen (Third Street frontages are scoped under the Police Facility project). Sustainable Design Services 1. Provide design services to follow the City’s High Performance City Facility policy, consisting of the following: A. Sustainability Kick-Off meeting. B. Design/Eco-Charrette. C. Incorporate approved sustainable design strategies. Parking Analysis 1. Support Parking Study and Analysis to define parking needs resulting from the new City Hall, and associated public and/or retail space. Attachment E – Civil Engineering Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 6 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT E rev1.docx Record Drawings 1. Based on CM/GC as-built documentation and formally issued documents during construction, prepare record documents drawings and specifications. Deliverables: 1. Record documents (drawings and specifications) in AutoCAD format. H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT F rev1.docx ATTACHMENT F – LANDSCAPE ARCHITECTUR E SCOPE OF SERVICES June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 This document forms part of the professional services proposal and Owner/Architect agreement for the project. The following information defines our landscape architectural scope of services for the project. Variations to these criteria may require changes to our basis of design, schedule, and/or fees, and will need to be evaluated and adjustments made if necessary on a case-by-case basis. Phase I – Basis of Design Project Kick-Off 1. Attend project kick-off meeting with the Owner’s Project Team (subsequently referred to as ‘Owner’). 2. Define vision for the civic campus site and identify challenges, opportunities, and big picture goals. 3. Review preliminary project schedule by phase beginning with the concept design phase through post- construction. Site Investigation/Existing Conditions Review 1. Perform site visit inventory and analysis. 2. Review Owner-provided initial information consisting of construction cost budget, ALTA/Boundary/Topographic Survey, Geotechnical Report, Environmental Phase I Report, tree inventory/assessment and removal/mitigation planning. Civic Center Visioning/Public Outreach 1. Attend up to three (3) Community Stakeholder meetings, held in the evenings at Lake Oswego City Hall. 2. Present precedent images of civic spaces and up to three (3) concept site plans with associated perspective drawings for feedback from Community stakeholders, as defined in the Concept Development Task above. 3. Present final concept design to Community Stakeholders. Deliverables: 1. Precedent imagery presentation boards: 24x36 mounted on foam core. 2. Concept Site Plans: 24x36 mounted on foam core. 3. Perspective Drawings: 24x36 mounted on foam core. Conceptual Plan Development 1. Attend up to three (3) concept design coordination meetings. 2. Develop up to three (3) conceptual diagrams for the civic campus site. Attachment F – Landscape Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT F rev1.docx Deliverables: 1. Up to three (3) conceptual diagrams Concept Design Development 1. Attend one (1) Design Charrette with representatives from the Owner’s Project Team, Planning Department, LORA Board, and City Council and local architects at Lake Oswego City Hall. 2. Attend up to three (3) concept design development meetings at Mackenzie’s office. 3. Develop precedent images of City Hall campuses and other applicable site designs prior to Community Stakeholder Visioning meeting consisting of the following: A. Up to three (3) precedent imagery presentation boards. 4. Based on the feedback from the Owner, develop a series of design options that embrace the aesthetics identified by the Owner, consisting of the following: A. Up to three (3) conceptual site plans. B. Up to three (3) perspective drawings. 5. Based on Owner and Community Stakeholder feedback on initial concept design options, refine up to one (1) design concept consisting of the following: A. One (1) conceptual site plan. 6. Meet at Mackenzie’s office to present final concept design to the Owner for approval to proceed to Cost Development task. Deliverables: 1. Precedent imagery presentation boards: 24x36 mounted on foam core. 2. Up to three (3) conceptual site plans. 3. One (1) design concept character renderings. Cost Development 1. Review construction cost estimate and identify possible Value Engineering options for incorporation into the design. Phase II – Schematic Design/Development Review Schematic Design 1. Attend schematic design kick-off meeting. 2. Attend up to five (5) schematic design coordination meetings. 3. Meet at Mackenzie’s office to discuss sustainable design strategies. 4. Conduct initial landscape code study. 5. Based on approved design concept feedback from Owner and stakeholders, develop initial schematic site plan for Civic Campus consisting of the following: A. One (1) rendered site plan illustrating landscape areas. B. Up to (2) image boards illustrating schematic plant material and landscape design. 6. Present initial schematic design option to the Owner. 7. Based on Owner feedback on approved concept design, refine Schematic Design site plan to 30% completion. Attachment F – Landscape Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT F rev1.docx 8. Issue 30% Schematic Design documents for Owner review and cost estimator pricing. 9. Review construction cost estimate and identify possible Value Engineering options for incorporation into the design. Deliverables: 1. 30x42 size PDF drawings. 2. Value Engineering Options List. Development Review Process 1. Attend a Pre-Application Conference with City Staff and representatives from the Owner’s Project Team. 2. Participate in one (1) neighborhood meeting and one (1) subsequent follow up public meeting, as required or deemed necessary by the team. 3. Jurisdiction Approval Process: A. Participate in coordination of responses to questions and provide any additional information required during the completeness phase. B. Attend one (1) Client meeting. C. Attend up to two (2) meetings with City staff for general review and coordination of land use application. 4. Public Hearings and Final Approvals: A. Review and contribute to preparation of presentation document for public hearings. B. Attend Development Review Commission hearing. C. Participate in coordination and review of any final conditions of approval. Deliverables: 1. Supporting graphics submitted for approval to jurisdiction. 2. Graphic presentation materials necessary for presentation at public hearings. 3. Presentation, testimony, and verbal rebuttal of opponents’ evidence (if any) at Development Review Commission public hearing. Phase III – Design Development and Bidding Services Design Development 1. Attend design development kick-off meeting. 2. Attend up to five (5) design development coordination meetings. 3. Based on the approved schematic design and any revisions, develop initial design development phase documents consisting of the following: A. Site layout, materials, and furnishings plan. B. Planting plan. C. Irrigation plan. D. Site sections and elevations. E. Landscape details. 4. Issue 60% complete design development documents for Owner review and cost estimator pricing. Attachment F – Landscape Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT F rev1.docx 5. Review construction cost estimate and identify possible Value Engineering options for incorporation into the design. 6. Meet to present 60% Design Development. Deliverables: 1. 30x42 size PDF drawings. 2. Outline specifications, 8.5x11 PDF. 3. Value Engineering Options List. Construction Documents 1. Attend construction document phase kick-off meeting. 2. Attend up to four (4) construction document phase coordination meetings. 3. Develop construction documents consisting of the following: A. Site materials plan. B. Layout Plan C. Planting plan. D. Irrigation plan. E. Site sections and elevations F. Landscape details. 4. Issue 90% completed Construction documents to Owner for review and pricing. Obtain Owner’s approval in writing to proceed to bidding phase. 5. Identify possible Value Engineering options, for incorporation into the design. 6. Meet to present 90% Construction Documents. Deliverables: 1. 30x42 size PDF drawings. 2. Specifications, 8.5x11 PDF. Permitting 1. Coordinate and provide drawings for permitting of landscape design in compliance with City of Lake Oswego Code as follows: A. All Tree Permits required by the City of Lake Oswego. B. Landscape design drawings for on-site and right-of-way permit packages. C. Stormwater planting design. 2. Assist Project Team with addressing conditions of approval of land use decision. 3. Review and respond to plan check comments. Resubmit drawings to the City up to three (3) times. 4. Attend up to one (1) meeting with Building Official, Fire Marshal, Public Works, and any additional City departments at City of Lake Oswego. Deliverables: 1. Stamped and signed Construction Document drawings for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Stamped and signed resubmittal construction documents for plan review responses defined above. Attachment F – Landscape Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 5 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT F rev1.docx Bidding Based on the Owner approval of the construction documents and response to first round permit comments, Mackenzie will issue bid documents to the CM/GC for subcontractor bidding. Assist CM/GC in soliciting bids for construction as follows: 1. Issue one (1) set of bid documents. 2. Mackenzie will review and respond via addendum to substitution requests from subcontractors submitted through the CM/GC during the bidding process up to five (5) days prior to the last addendum being issued. 3. Prepare and issue up to two (2) rounds of addenda to respond to subcontractor bid questions. 4. Track changes to Construction Documents formally issued via addenda during the bid process. Deliverables: 1. Stamped and signed construction document drawings 30x42 size for permit submittals defined above. 2. Specifications, 8.5x11 PDF. 3. Addenda, as defined above. Phase IV – Construction Contract Administration Task 1. The overall project construction contract administration phase of the project is anticipated to be up to eighteen (18) months total maximum duration, including one (1) month of closeout. 2. Provide an average of eight (8) hours per week of in-office support for up to six (6) weeks to provide the following services: A. Provide general in-office support via phone, fax, email, and/or via Submittal Exchange, or similar web based project management system for reasonable day to day communication. B. Review of specified submittals via Submittal Exchange. C. Process general contractor’s reasonable Requests for Information (RFIs), via Submittal Exchange. D. Maintain a record of submittals and RFIs. E. Issue Architect’s Supplemental Instructions for no-cost clarifications to Contract Documents via Submittal Exchange. F. Evaluate and take action on post-bid substitution request(s) as directed by Owner. 3. Attend up to two (2) construction meetings with Owner and CM/GC. 4. Attend up to five (5) on-site observation visits with the Owner and CM/GC to observe work in progress for general compliance with the contract documents. 5. Issue project visit observation reports to Owner and CM/GC, up to a total of a total of five (5), with corresponding project visit observation. 6. Prepare a punch list after general contractor has deemed the project substantially complete and as agreed to by landscape architect and Owner of substantially complete status. 7. Conduct up to two (2) on-site punch list completion verification site visits and issue corresponding punch list edits for completion status. 8. Process and review properly prepared and complete specified close-out materials including Operations and Maintenance Manual(s) up to one (1) round of review. Attachment F – Landscape Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 6 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT F rev1.docx Deliverables: 1. Project visit observation reports. 2. Processed submittals. 3. Supplemental drawings for clarification and/or revisions to contract documents. 4. Punch list. 5. Processed close-out materials. EXPANDED SERVICES Services listed below have been selected by the Owner, in addition to the base services, and have been included in the fee summary in Attachment N – Fees, Assumptions, and Exclusions. Additional Parcel Development Design services for vacant lot at Third and Evergreen assumes a stormwater area, small amenity area, and/or potential parking. Design services to occur concurrently throughout project phases, consisting of the following: 1. Conduct up to three (3) coordination meeting with City representatives to discuss vacant lot opportunities, program, and design. 2. Develop up to three (3) concept diagrams and up to three (3) image boards. 3. Meet at Mackenzie’s office to present initial diagram and image boards to the Owner. 4. Based on the feedback from the Owner, develop one (1) conceptual site plan. 5. Meet at Mackenzie’s office to present conceptual site plan to the Owner. 6. Based on Owner feedback, refine conceptual site plan. 7. Prepare design documents for vacant lot within schematic design, design development, and construction documentation drawing sets as described above. Additional Parcel Visioning/Public Outreach 1. Attend up to three (3) Community Stakeholder meetings, held in the evenings at Lake Oswego City Hall. 2. Present concept diagrams and image boards to community stakeholders for feedback. 3. Present final concept design to Community Stakeholders. Additional Parcel Deliverables: 1. Imagery presentation boards: 24x36 mounted on foam core. 2. Conceptual diagrams: 24x36 mounted on foam core. 3. Conceptual site plan: 24x36 mounted on foam core. 4. 30x42 size PDF drawings. 5. Outline specifications, 8.5x11 PDF. Sustainable Design Services 1. Provide design Services to follow the City’s High Performance City Facility policy, consisting of the following: A. Sustainability Kick-Off meeting B. Design/Eco-Charrette C. Attend up to one (1) meeting with Sustainability Advisory Board Attachment F – Landscape Architecture Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 7 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT F rev1.docx D. Incorporate approved sustainable design strategies Record Drawings 1. Based on CM/GC as-built documentation and formally issued documents during construction prepare record documents drawings and specifications. Deliverables: 1. Record documents (drawings and specifications) in AutoCAD format. H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT G rev1.docx ATTACHMENT G – TRAFFIC ENGINEERING/TRANSPORTATION PLANN ING SCOPE OF SERVICES June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 This document forms part of the professional services proposal and Owner/Architect agreement for the project. The following information defines our traffic engineering scope of services for the project. Variations to these criteria may require changes to our basis of design, schedule, and/or fees, and will need to be evaluated and adjustments made if necessary on a case-by-case basis. Phase I – Basis of Design Project Kick-Off 1. Attend preliminary design kick-off meeting. 2. Attend up to two (2) preliminary design coordination meetings. Site Investigation/Existing Conditions Reviews 1. Review preliminary design concept(s) as they relate to site access and circulation and provide recommendations for improvements as appropriate. 2. Update the combined site trip generation to include both new City Hall and Police Facilities based on planned uses. 3. Prepare letter summarizing trip generation to submit as part of the pre-application conference materials. 4. Attend the pre-application conference with the City of Lake Oswego. 5. Review Pre-application Conference summary to identify transportation criteria necessary for entitlements. (Note: this scope of services assumes the Traffic Impact Study (TIS) drafted for the new Police will be updated to reflect both the new City Hall and Police Facilities; thus, a scope to prepare an updated TIS is included in Expanded Services.) 6. Meet to review final preliminary design and present permitting strategy to Owner for approval to proceed to Schematic Design phase. Deliverables: 1. Letter summarizing preliminary trip generation for the project based on planned uses to be submitted with pre- application materials. Attachment G – Traffic Engineering/Transportation Planning Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT G rev1.docx Phase II – Schematic Design/Development Review Schematic Design 1. Attend schematic design kick-off meeting. 2. Update the trip generation estimates for the project design and programming carried into the Schematic Design phase. 3. Prepare final letter summarizing trip generation and confirming TIS requirements for review and approval by City staff. 4. Coordinate with City staff during completeness phase to respond to questions and provide any additional information. 5. Attend up to one (1) public hearing for the project. Deliverables: 1. Letter summarizing trip generation and confirming updated TIS requirements. EXPANDED SERVICES Services listed below have been selected by the Owner, in addition to the base services, and have been included in the fee summary in Attachment N – Fees, Assumptions, and Exclusions. Traffic/Transportation Impact Study (TIS) Tasks 1. Update scope of TIS for combined City Hall and Police facilities. A. Update trip generation estimates for the project design and programming carried into the development phase. B. Estimate trip distribution to/from the site using available traffic data general development patterns. C. Determine the extent of the study area and number of study intersections based on the site trip generation and distribution. D. Prepare a formal traffic scoping letter for review and approval by City staff that addresses trip generation estimates, trip distribution, time periods, analysis horizon year, and assumed traffic growth. 2. Assemble traffic data. A. Confirm no new traffic data will need to be collected. B. Confirm traffic signal timings and plans from the City of Lake Oswego. C. Obtain updated crash records for all study area intersections for a minimum of three years. D. Confirm in-process traffic volume projections as provided by the City of Lake Oswego. E. Confirm planned and funded roadway improvements as identified by City of Lake Oswego. 3. Update draft TIS to reflect combined City Hall and Police facilities. A. Review existing transportation infrastructure and traffic conditions, including an inventory of transit, bicycle, and pedestrian facilities. B. Provide a safety review, including sight distance availability at the access locations and crash data evaluation. C. Evaluate site access and on-site circulation. Attachment G – Traffic Engineering/Transportation Planning Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT G rev1.docx D. Prepare traffic volumes for the weekday AM and PM peak hours at the study area intersections and site driveways for the following scenarios: 1) 2016 Existing Condition, 2) 2019 Pre-development Condition (or planned build-out year), and 3) 2019 Post-development Condition (or planned build-out year). E. Opening year traffic conditions (2019) will be estimated with the addition of background traffic growth and in-process trips. The background growth rate will be based on a growth rate approved by the City of Lake Oswego. F. Prepare capacity and queuing analyses at study area intersections for all analysis scenarios using the methodologies of the Highway Capacity Manual (HCM). G. Recommend off-site mitigation measures, if necessary. H. Provide a draft of the TIS for client and design team review. I. Provide a final TIS to the Client and design team for submittal with the development application. 4. Following submittal of the final TIS, monitor the review process and provide engineering assistance. A. Follow up with City staff during their review of the TIA and address questions they may have. B. Assist in negotiations with City staff regarding transportation conditions of approval. Task Assumptions 1. The development will be constructed in a single phase (one future analysis year). 2. No additional traffic counts will be needed. 3. This scope is subject to change based on further definition of agency requirements. 4. The TIS does not include any intersections on the state highway. 5. A maximum of twelve (12) hours of follow up services will be provided. Deliverables: 1. TIS scoping letter. 2. Draft TIS report. 3. Final TIS report. Parking Analysis Tasks 1. Update the combined parking demand for City Hall, Police Station, and preferred public/retail use. A. Compare estimated off-street parking demand with planned on-site parking provisions. B. Determine if additional off-street parking would be needed to meet anticipated demand. 2. Update the findings of the parking analysis. A. Prepare an updated draft report summarizing the parking sources and estimated parking requirements for the combined site use. B. Incorporate comments and finalize the parking analysis report. 3. Following submittal of the final report, monitor the review process, and provide engineering assistance. A. Follow up with City staff during their review of the updated parking analysis report and address questions they may have. B. Assist in negotiations with City staff regarding parking conditions of approval. Attachment G – Traffic Engineering/Transportation Planning Scope of Services City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT G rev1.docx Task Assumptions 1. Parking analysis of the potential public/retail uses is limited to existing data sources and does not include parking surveys of other similar public/retail uses. 2. Preferred use for the public/retail use is one of three (3) potential uses and does not require additional research or calculations. 3. This scope is subject to change based on further definition of agency requirements. 4. A maximum of eight (8) hours of follow-up services will be provided. Deliverables: 1. Updated draft report summarizing parking requirements for the combined site use. 2. Final report summarizing parking requirements for the combined site use. 100 SW Main Street, Suite 1600 Portland, OR 97204 TEL 503.382.2266 FAX 503.382.2262 www.interfaceengineering.com Mechanical and Electrical Engineering Building Technologies Commissioning Energy Consulting Fire/Life Safety Lighting Design Sustainable Design PORTLAND HONOLULU SAN FRANCISCO SEATTLE WASHINGTON, DC ABU DHABI June 1, 2017 Jeff Humphreys Mackenzie 1515 SE Water Avenue Suite 100 Portland, OR 97214 Re: City of Lake Oswego - City Hall Professional Services Proposal Dear Jeff: Thank you for the opportunity to provide you with our proposal for the referenced project. Your project is important to us and we have made an effort to address detailed scopes for all disciplines. PROJECT DESCRIPTION Project Owner City of Lake Oswego Project Location Lake Oswego, OR Building/Project Description New 30,000 square foot, two-story city hall with combined court room and city council chambers. The new facility will be adjacent to the new police station. The two story structure will be above one floor of below grade parking. Photovoltaic panels will be part of the base bid design. Sustainable Design Requirements The building will be designed to meet The City of Lake Oswego High Performance Buildings Guidelines for City Facilities. Including incorporation of LEED BD+C credits listed in the City requirement. Optional services for LEED v4 certification (minimum Gold level) or Green Globes certification will need to be determined by the City. INFORMATION SOURCE · Based on communication with Jeff Humphreys dated June 1, 2017. ASSUMPTIONS Based on information received, we understand that this project: · Will pursue a CM/GC construction method. · Construction budget is not set currently. PROJECT SCHEDULE · Design: From July 2017 to April 2018. · Construction: From Summer 2018 to Summer 2019. Note: Dates listed above are approximate based on information provided. However, substantial changes to the schedule above, and start/stops to project progress may result in additional services and fees. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 2 / Interface Engineering MEETINGS Meetings with design team, Owner representative, and construction team during design and documentation for coordination in Portland, OR, or via teleconference. · Up to eight mechanical meetings. · Up to eight plumbing meetings. · Up to eight electrical meetings, including low voltage. DESIGN SUBMITTALS Concept Design, Schematic Design (30% CD), Design Development (60% CD), Construction Documents (90% CD), Permit/Final Construction Documents ENGINEERING SERVICES DESCRIPTION Our scope of services is limited to the following. Services not included are additional services. Mechanical Engineering Services Heating, Ventilating, and Air Conditioning Systems 1. Air conditioning and heating systems design. Central heating and chilled water plant for use by City Hall and Police Station. Custom VAV air handling systems. 2. Space heating and ventilation design for areas not requiring air conditioning. 3. Building exhaust systems design. 4. Performance specifications for temperature control or building energy management system. 5. Heating and cooling load calculations. 6. State Energy Code calculations for building envelope and mechanical systems. 7. Construction cost opinions. Plumbing Systems 1. Sanitary drainage, vent, domestic water, storm water, and natural gas piping design from 5-feet outside building. 2. Plumbing fixture specifications. 3. Design for connection of Owner-provided equipment and appliances based on information provided by other consultants. 4. Construction cost opinions. Electrical Engineering Services Electrical Utilities Coordination 1. Power Utility: Site raceway system, vault/pedestal locations and sizes, revenue meter location/requirements, transformer pad location(s), and available fault current. 2. Telephone Utility: Site raceway system, vault/pedestal locations, and demarcation location. 3. CATV Utility: Site raceway system, vault/pedestal locations and sizes, and demarcation location. Building Power Distribution 1. Design for connection of Owner's equipment based on Owner-provided load information. 2. Design redundant power distribution system for essential loads such as lighting, computer equipment, and computer room cooling, utilizing engine generator as the backup source. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 3 / Interface Engineering 3. Design for connection to interior and exterior signage based on information provided by others. 4. Design for connection of mechanical systems. 5. Design for design/build installation of rooftop photovoltaic panels and connection to building power distribution systems. 6. Construction cost opinions. Renewable Energy Services Site-Specific Solar Shading Analysis: Provide site-specific analysis of shading as related to proposed solar equipment location. Develop calculations and report detailing proposed solar equipment performance, including analysis of solar obstructions. Lighting Design Services 1. Building interior and exterior lighting design: a. Luminaire schedule. b. Luminaire cut sheets of proposed luminaires. c. Layout of luminaires. d. Coordination with architectural reflected ceiling plan. e. Control of lighting system. f. Daylighting controls. 2. State Energy Code lighting compliance calculations. Includes calculation for final layout only. 3. Site lighting. Based on two submittals. 4. Egress lighting design and illuminated exit sign placement design per IBC requirements, based on a complete and comprehensive egress plan provided by Architect, indicating occupant load calculations and designated egress paths and exit sign locations. Fire/Life Safety Engineering Services Fire Protection Sprinkler Services Design Build Service 1. Performance specifications only, based on the following. No piping drawings. a. State and local code requirements. 2. The design will be performed by the contractor; we will review the design for conformance to our specifications. 3. Preliminary sizing of fire main service and coordination with civil engineer. Incoming fire main location shown on plumbing drawings. 4. Riser location and room size estimate. 5. State Fire Code fire flow calculation 6. Review of adequacy of water supply for fire protection. 7. Construction cost opinions. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 4 / Interface Engineering Fire Detection and Alarm Services Design Build Services Performance specifications. No devices will be indicated on our drawings. The design will be performed by the contractor. We will review the design for conformance to our specifications. Performance specifications will be based on: 1. State and local code requirements. 2. A portion of the building being an EOC. 3. Construction cost opinions. Building Technologies Services Empty pathways and spaces for the following systems based on information provided by others: 1. Data/telecommunications. 2. Cable television (CATV) distribution. 3. Security system. 4. Audio-video system. OPTIONAL ENGINEERING SERVICES Energy Consulting Services Participate in full day sustainable design charrette by mechanical and electrical. Provide energy analysis. Review design documents and identify energy conservation measures (ECMs) which typically include: a. Building envelope thermal performance improvements. b. High performance windows. c. Daylight harvesting. d. Interior lighting with low power density. e. Occupancy based interior lighting controls f. Exhaust energy recovery and demand-controlled ventilation. g. High-efficiency cooling technology. h. High-efficiency heating technology. i. Energy-efficient air moving equipment: premium efficiency motors, VFDs, low-pressure drops and variable flow. j. Energy-efficient water moving equipment: premium efficiency motors, VFDs, low-pressure drops and variable flow. k. Solar technologies. Develop a baseline building energy model using hourly energy simulation program. Calibrate baseline building energy model through energy benchmarking. Analyze ECM energy and cost savings. Coordinate with design team on ECM costs. Analyze ECM cost effectiveness. Provide energy-efficient design input to design team. Document and submit analysis results. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 5 / Interface Engineering Sustainable (LEED®) Design Services 1. Participate in LEED® scorecard review. 2. Incorporate LEED® required design for mechanical, electrical, and plumbing systems. 3. Provide documentation and submittals for LEED® prerequisites and credits associated with mechanical, electrical, plumbing, and renewable energy systems. Green Globes Design Services 1. Participate in Green Globes scorecard review. 2. Incorporate Green Globes required design for mechanical, electrical, and plumbing systems. 3. Provide documentation and submittals for Green Globes prerequisites and credits associated with mechanical, electrical, plumbing, and renewable energy systems. Post Occupancy Evaluation (POE) Review as-built documents. Interview facility personnel and complete POE Facility Operations Survey to document system operational and occupant comfort conditions. Review monthly utility bills for at least 12 months, as well as sub-metered energy consumption data if available. Update energy models to reflect operational changes including occupancy, indoor environment demands, and schedules. Compare actual versus projected versus adjusted building energy usage. Arrange for POE Occupant Indoor Environmental Quality Survey. Submit a report with findings and recommendations. Commissioning Services (Cx) Fundamental Commissioning Services to meet LEED ® v4 Fundamental Commissioning, 1. Lead, review, and oversee the completion of all commissioning process activities. 2. Prepare Cx specifications to incorporate in the construction documents (Divisions 01, 23, and 26). 3. Perform a review of the Owners Project Requirements (OPR) and the engineers Basis of Design (BOD). Review comments will be provided to the Owner and Architect. 4. Commissioning tasks to be carried out by a commissioning agent independent of the project’s design and construction team. 5. Lead commissioning meetings as part of the commissioning process. 6. Assist construction manager and contractors with interpreting and achieving intent of commissioning activities specified in the contract documents. 7. Prepare a commissioning plan which includes startup procedures, pre-functional checklists, and functional performance tests. 8. Review contractor’s installation, equipment startup, and testing of systems. 9. Perform test procedures with cooperation of the contractors to verify systems performance in accordance with the design intent, Owners Project Requirements, and Basis of Design. 10. Confirm factory testing and observe field testing of specified equipment. 11. Submit weekly issues/resolution log to the design and construction team.. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 6 / Interface Engineering 12. Prepare a final commissioning report that includes all startup reports, checklists, tests, and executive summary of the commissioning process. LEED® Enhanced Commissioning Services 1. Task 1: Lead, review and oversee the completion of all commissioning process activities. 2. Task 2: Review the Owner’s Project Requirements (OPR), Basis of Design (BOD), and design documents prior to 50 percent construction document phase and back check just prior to 100 percent construction document submission. 3. Task 3: Review contractor submittals for systems to be commissioned for compliance with the OPR and BOD. Review to be done in parallel with A/E reviews and submitted to the design team and Owner. 4. Task 4: Develop a systems manual that provides future operating staff information needed to understand and optimally operate the commissioned systems. 5. Task 5: Verify training of operations and maintenance staff is performed in accordance with the contract documents. 6. Task 6: Review building operation nine months after substantial completion with occupants and O&M staff. Once complete we will develop a plan for the project team to resolve any outstanding commissioning-related issues or energy related fine tuning. Systems to be Commissioned The building systems identified to be commissioned as part of this proposal include: Air Handling Units Mini Split System Fan Coil Units Exhaust Fans Terminal Units Pumps HVAC Control System Domestic Hot Water Heaters Domestic Hot Water Pumps Daylighting Controls Occupancy Sensors Lighting Control Panels 3rd Party Commissioning Participation · Response to commissioning authority's review(s) for HVAC, plumbing, electrical, and lighting systems. · Review of pre-functional tests created by the project commissioning authority. · Review of functional tests created by the project commissioning authority. · Incorporation of commissioning specifications into the HVAC, plumbing, electrical, and lighting system specification. · Incorporation of commissioning authority submittal review comments into HVAC, plumbing, electrical, and lighting system engineering submittal reviews. · Review of Owner training documentation created by the project commissioning authority. · Review and comment on commissioning construction log created and distributed by the project commissioning authority. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 7 / Interface Engineering · Review of commissioning report. Building Technologies Systems Design Design of the following systems, including construction documents and specifications 1. Data/telecommunications system design. a. Layout of outlets on drawings b. Rack sizing, specification, and layout. c. Backbone cabling design of building distribution cabling and connecting hardware. d. Horizontal cabling design of building distribution cabling and connecting hardware. e. Spaces: Including sizing and layout of telecom equipment room. f. Pathways: Including raceway system, conduit, sleeves, cable trays, and wireways. g. Grounding system for technology systems. 2. Design of cable television distribution CATV: Layout of devices, block/one-line diagrams, and technical specifications. 3. Security systems: a. Electronic access control entry system. b. Intrusion detection c. Video surveillance system using IP or analog video and digital recording. 4. Distributed Antenna System: Performance specifications for amplification of emergency Responder Public Radio. 5. Audio-video systems design for up to 6 conference rooms/instructional spaces and Court Room/Council Chambers: a. Infrastructure and distribution required to route audio and video signals to projection and display systems within each required space. b. A-V equipment racks, within rooms, podiums, and presentation spaces. c. Projector locations and distribution. d. A-V floor boxes and outlets. e. Loudspeaker locations. f. Amplification and sound reinforcement equipment. g. Systems control integration. h. Video conferencing systems. Radon Mitigation System Design Design of Radon Mitigation, Active Soil Depressurization System (ASD) to draw radon gas from beneath foundation and exhaust outside the building. Lighting Design Services 1. Street or sidewalk lighting design. 2. Exterior lighting calculations using point-by-point method. 3. Interior lighting calculations using point-by-point method. 4. Mock-up of lighting systems or presentation of samples. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 8 / Interface Engineering CONSTRUCTION ADMINISTRATION: BIDDING AND NEGOTIATIONS 1. Answer questions during bidding phase. 2. Issue addenda as may be required under the original design scope. 3. Two reviews of the mechanical and electrical system submittals are included; additional reviews will be billed at our hourly rates with prior written approval. 4. Answer RFIs, DCVRs, and construction questions. 5. Construction observation site visits: a. Up to four site visits during construction for mechanical/plumbing. b. Up to four site visits during construction for electrical including lighting and fire alarm. c. One final construction review site visit/punch list for mechanical systems. d. One final construction review site visit/punch list for electrical systems. e. One post final punch list verification site visit for mechanical systems. f. One post final punch list verification site visit for electrical systems. 6. Issue of ASIs, change orders, plan revisions, etc. generated by others is not included. Additional fees will be submitted for prior approval for these services. 7. Review of change order costs initiated by others will be billed hourly, on prior approval. 8. Preparation of construction record drawings from contractor's field drawings. EXCLUSIONS AND CLARIFICATIONS 1. We assume that our attendance at prebid and preconstruction meetings is not required. 2. Shop drawings, fabrication drawings, and construction coordination drawings are not included. 3. Life cycle cost analysis for alternate mechanical/electrical systems are not included. 4. Structural calculations for the seismic restraint of mechanical and electrical equipment are not included. 5. Waterproofing details/requirements for building components by others are not included. 6. Commissioning of systems is not included unless proposed and accepted. 7. Cost reduction requiring redesign after approved systems have been designed is not included. 8. Determination/interpretation of egress lighting paths with local officials is not included. 9. Change order issues, ASIs, and revisions requiring redesign and additional design are not included. 10. Acoustical calculations for systems are not included. We will include modifications to our systems per your acoustical consultants’ recommendations within our base fee. 11. Acoustical analysis, design of noise attenuation requirements, and special vibration isolation requirements for mechanical systems will be performed by others. 12. Design of building footing drainage and/or sub-slab groundwater drainage will be performed by others. 13. Commissioning participation unless proposed and accepted. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 9 / Interface Engineering FEE Fixed Fee Project Phase Mechanical Engineering Electrical Engineering Fire/Life Safety Technology Systems Phase Totals Concept Design $8,200 $7,200 $800 $500 $16,700 Schematic Design $13,400 $11,600 $1,200 $700 $26,900 Design Development $17,500 $17,000 $1,600 $900 $37,000 Construction Documents $36,900 $34,800 $3,400 $1,900 $77,000 Bidding and Negotiation $1,200 $1,100 $0 $0 $2,300 Construction Administration $25,700 $22,200 $2,400 $1,300 $51,600 Discipline Totals $102,900 $93,900 $9,400 $5,300 $211,500 Total Fee: $211,500 OPTIONAL SERVICES (ADDITIVE) Project Phase Fee Client Initials LEED Documentation $7,000 Energy Consulting Services for Path To Net Zero and LEED $24,000 LEED Fundamental Commissioning $17,000 LEED Enhanced Commissioning $10,000 3rd Party Commissioning Participation $7,000 Green Globes $20,000 Post Occupancy Evaluation $5,000 Building Technologies System Design $30,000 Radon Mitigation Design $7,000 Street/sidewalk Lighting Design $9,000 Exterior Lighting Calculations $4,000 Interior Lighting Calculations (per room) $1,000 ea. Lighting Mock-up or Sample Presentation (per meeting) $2,000 ea. STANDARD REIMBURSABLE EXPENSES Standard reimbursable expenses include, but are not limited to: check plots, final plots, copies, phone calls, mileage to jobsite, parking, shipping, and messenger services, electronic transmittal of drawings to contractors to develop shop drawings. Fixed Fee: $1000 We will bill fees and reimbursable expenses monthly as services are performed. Payment is due within 60 days of receipt of invoice. Finance charges may be added after that time at a rate of 1.5 percent per month (annual rate of 18 percent). Finance charges will be applied to delayed payments resulting from lack of project funding. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 10 / Interface Engineering This proposal is valid for 90 days from the date first written above. Interface Engineering, Inc. reserves the right to modify or update this proposal after that date. ADDITIONAL SERVICES Services requested beyond those included in this proposal will be considered extra services and will be billed either at hourly rates listed below or will be estimated on a lump sum basis. Interface may decline to perform additional work until authorization is received in writing. Additional services will be billed at our standard hourly rates at the time the work is performed. Our current standard hourly rates are: Principal: $220/Hour Associate Principal: $180/Hour Associate/Sr. Engineer-Designer III: $160/Hour Sr. Engineer - Designer II: $155/Hour Sr. Engineer - Designer I: $140/Hour Engineer - Designer III: $130/Hour Designer Level II: $115/Hour Designer Level I: $100/Hour Revit Lead: $100/Hour Drafter-Revit Modeler: $80/Hour Administrative: $75/Hour DESIGN-BUILD SERVICES If design-build services are provided, Client acknowledges that Interface will provide performance specifications. In the event that drawings are provided, they will be conceptual drawings only. Conceptual drawings and performance specifications are intended as guidelines for the design of system(s) by the design-build contractor. Conceptual drawings and performance specifications are not intended for use to obtain a building permit or as bid documents. The design-build contractor is responsible for complete design, engineering, permit documents, construction documents, and coordination with architectural, all trades and utilities, and governing jurisdictions and licensing agencies. The design-build contractor is responsible for system quantities, capacities, routing, and installation adequate for its intended use. All detailing by design builder. Client agrees that Interface is not responsible for the design and will indemnify and hold harmless Interface for any and all claims, damages, allegations, and costs, including attorneys' fees at trial, arbitration and on appeal, arising out of the design and installation of design-build systems. The following are the design-build services to which this clause will apply: · Fire protection/sprinkler system design. · Fire detection and alarm system design. · Security systems/CCTV. · Building automation/energy management system/temperature control system. Client acknowledges that Interface's review of submittals by design-build contractor is for the limited purpose of checking for conformance with the performance concept expressed in the contract documents. Interface's review does not constitute approval of safety precautions, means and methods, approval of an assembly, or approval of a component. Professional Services Proposal City of Lake Oswego - City Hall June 1, 2017 11 / Interface Engineering If this Proposal meets with your approval, please sign below and return to us. By your signature, you acknowledge that you have read and agree to the terms of this proposal. We will not proceed with the work until this signed Agreement is returned to us. In addition, you represent that you have authority to bind Mackenzie. If you have modified this proposal, we will review your modifications. This Agreement shall not be in effect until we sign, accepting your modifications. If you have any questions, please contact this office. Sincerely, Steve Dacus, PE, LEED AP Andy Frichtl, PE, LEED AP Principal Managing Principal SED:lk Enclosures: Phase Deliverables; Revit Deliverables COMPANY: Mackenzie CONTACT: _____________________________________ ______________________________ Jeff Humphreys, Director of Architecture, Principal Date 100 SW Main Street, Suite 1600 Portland, OR 97204 TEL 503.382.2266 FAX 503.382.2262 www.interfaceengineering.com PHASE DELIVERABLES Schematic Design (SD) Phase Deliverable Prepare Schematic Design documents. The deliverable will consist of the following: 1. Site investigations. 2. Code review and analysis. 3. Major space coordination. 4. Basis of Design narrative report detailing systems configuration, size, capacity, and capability for use in conceptual level estimation. 5. Schematic utility systems connections for power, telecom, CATV, gas, waste, and water. 6. Layout for major MEP equipment and other MEP spaces. 7. Schematic diagrams for electrical single line, mechanical air riser, and mechanical piping single line. 8. Floor plans indicating horizontal and vertical MEP major utility routing. 9. Assistance with Owner’s Project Requirements. 10. Assist with preliminary completion of LEED® Scorecard. Design Development (DD) Phase Deliverable Prepare design development drawings, full specifications and calculations. We will provide one interim submittal of the DD package for coordination. All design criteria in the DD Phase are a result of the approved SD Phase work. DD drawings will include location of MEP equipment, devices and risers, schedules for MEP equipment, updated electrical single line diagrams and major duct and piping runs. Mechanical Main equipment layout with maintenance and airflow clearances, main ducts and sizes (double line), main pipes and sizes, preliminary specifications. Electrical Main equipment layout, device layout, lighting and control strategies, initial coordination with mechanical/plumbing equipment, preliminary specifications. Plumbing Main equipment, meter, fixture layout, main pipe layout and sizes, POC’s to Civil, fixture tags, preliminary specifications. LEED® · Update LEED® Scorecard. · Complete LEED® documentation and templates Construction Document (CD) Phase Deliverable Prepare construction drawings, final specifications and calculations one time. All design criteria in the CD Phase are a result of the approved DD Phase work as well as comments by the Architect and Owner on that set of documents. These drawings and specifications will include all items described for the DD Phase plus all branch ductwork, branch piping, zoning, finalized equipment schedules, controls, circuiting, schedules, etc. Mechanical All equipment layout with maintenance and airflow clearances, main and branch ducts and sizes (double and single line), main and branch pipes and sizes, zoning layout, location of control devices (temp sensors, Professional Services Proposal: City of Lake Oswego - City Hall June 1, 2017 Phase Deliverables 2 / Interface Engineering duct detectors, etc.), ceiling diffusers/grilles, diffuser throw directions, enlarged plans, details, notes, equipment schedules, final specifications. Electrical Electrical distribution equipment layout, device layout, lighting layout; circuiting, coordination with mechanical/plumbing equipment, enlarged plans, details; final specifications, equipment and lighting schedules. Plumbing All equipment, meter, and fixture layout, main and branch pipe layout and sizes, POC’s to Civil, fixture tags, enlarged plans, details, notes, equipment schedules, final specifications. LEED® · Update LEED® Scorecard. · Complete LEED® documentation and templates. 100 SW Main Street, Suite 1600 Portland, OR 97204 TEL 503.382.2266 FAX 503.382.2262 www.interfaceengineering.com REVIT LEVEL OF DEVELOPMENT BY PHASE The following level of development descriptions identify the specific content requirements for each design phase of the project. Each subsequent level of development and phase builds on the previous level and includes all the characteristics of previous levels. It is important to understand that BIM modeling by Interface Engineering is not intended to create shop level drawings. The intent is to maintain diagrammatic drawings with enhanced coordination of MEP systems. Revit Modeled Elements Level of Development Comments Schematic Design Design Development 100% Construction Documents 2D 3D 2D 3D 2D 3D Mechanical Large mechanical equipment (AHUs, boilers, chillers, cooling towers, etc.) X X X Small mechanical equipment (VAV boxes, fan coils, condensing units, pumps, etc.) X X Air diffusers X Main ductwork X X X Ductwork to TU’s X X Ductwork downstream of terminal units – single line/detail lines X Ductwork downstream of terminal units – double line/3D Revit modeled Duct accessories X Duct accessories to include: Air balancing dampers, fire/smoke dampers, duct smoke detectors, duct-mounted sensors, and louvers. Hydronic piping system – mains only (pipe size 2 inches and greater) X X X Hydronic piping system – branch lines (pipe size under 2 inches) X X Professional Services Proposal: City of Lake Oswego - City Hall June 1, 2017 Revit Level of Development by Phase 2 / Interface Engineering Revit Modeled Elements Level of Development Comments Schematic Design Design Development 100% Construction Documents 2D 3D 2D 3D 2D 3D Pipe valves X Pipe valves will be modeled when needed for design intent clarification or clearance issues; otherwise see details or specifications. Wall-mounted control devices X Wall-mounted devices to be a symbolic representation in plan view and a generic size and shape in section and 3D views. Plumbing Plumbing fixtures – refer to architectural plumbing fixture locations X X X Fixtures tagged with plumbing fixture schedule tag Roof drains/storm drain systems X X Floor drains X X P-traps not modeled unless needed for coordination Domestic water mains (pipe size 2 inches and greater) X X X Domestic water branch lines (pipe size under 2 inches) X X Pipe risers that span over multiple floors or penetrate roof X X Sanitary mains and branch lines to chases (pipe size 2 inches and greater) X X Sanitary and vent in plumbing chases X X Backflow prevention valving (pipe size 2 inches and greater) X X Natural gas meter and service piping (pipe size 2 inches and greater) X X Professional Services Proposal: City of Lake Oswego - City Hall June 1, 2017 Revit Level of Development by Phase 3 / Interface Engineering Revit Modeled Elements Level of Development Comments Schematic Design Design Development 100% Construction Documents 2D 3D 2D 3D 2D 3D Electrical Power devices (receptacles, switching, diconnects, junction boxes, etc.) X X Wall-mounted devices to be a symbolic representation in plan view and a generic size and shape in section and 3D views. Electrical eqiupment (generators, ATS, etc.) Electrical panels X X X Switchgear X X X Conduits (3 inches and greater) X Only shown as needed for coordination purposes Conduits (under 3 inches) X Main banks of small size conduit runs will be modeled as a solid box for coordination purposes. Cable tray X X Lighting fixtures X X Lighting fixtures will be generic in appearance, but will represent the correct dimensional size for coordination. Lighitng fixture control devices (switches, sensors) X X Wall-mounted devices to be a symbolic representation in plan view and a generic size and shape in section and 3D views. Bus/cable duct X Only shown as needed for coordination purposes Wire/circuiting X Technology Data devices (data, communication, telephone, nurse call, security, A/V, etc.) X X Wall-mounted devices to be a symbolic representation in plan view and a generic size and shape in section and 3D views. Professional Services Proposal: City of Lake Oswego - City Hall June 1, 2017 Revit Level of Development by Phase 4 / Interface Engineering Revit Modeled Elements Level of Development Comments Schematic Design Design Development 100% Construction Documents 2D 3D 2D 3D 2D 3D Server racks X Cable tray X Wire management equipment X Miscellaneous panels X REVIT MODEL CLASH RESOLUTION Interface will provide an MEP Revit model and work to resolve all conflicts during design that emerge as Class 1 clashes, as outlined below: · Class 1: A clash that equates to a constructability issue in the field. This clash requires a modification to M, E, P, Fire, Structural and/or Architectural to resolve. Example: 2-inch pipe running through 8- inch duct within a 6-inch ceiling space. · Class 2: A clash that is portrayed as a conflict in the Revit model, however the conflict will be naturally resolved via the shop drawing and field installation process. This clash does not translate to an unresolvable constructability issue in the field. The design model will not be updated to resolve this issue, since this will be addressed by the Contractor during the generation of the higher Level of Development shop drawings. Example: 2-inch pipe running through 8-inch duct with 24 inches of ceiling space (pipe will be routed below duct during shop drawings process). · Class 3: This is a clash that registers as a clash in Revit but is not a clash in reality. Example: Pipe or duct running vertically and penetrating the floor. Page: 1/ 2 V:541-686-2031 740 Almaden St Eugene, OR 97402 sgunn@constructionfocus.com Fax: 541-686-3392 June 2, 2017 Jeff Humphreys Mackenzie 1515 SE Water Avenue, Suite 100 Portland, OR 97214 Cost Estimating Fee Proposal Project Name: Lake Oswego City Hall Project Description: New construction, 2-story, 30,000 sf. Services: Conceptual Design: Provide one Line Item cost estimate Inclusions: All work items typically included within a general contractor’s scope of work including architectural, structural, civil, landscaping, mechanical & electrical work items. Exclusions: Soft costs (including design fees, permits, testing, and SDC’s). Modular office systems, cubicles, furniture, and furnishings. Cost Estimating Fee Proposal: $5,600.00 (five thousand six hundred dollars) Additional Work: Alternates , options, phases, and VE items will be billed hourly. Additional Work: Meetings outside of Eugene, Oregon: $800/each. Billing Rates for additional work: Chief Estimator $125.00/Hr Estimator #3 $115.00/Hr Schedule: After the client and Construction Focus, Inc. (CFI) agree to a starting date and after CFI has received all the relevant design, spec, existing conditions, site survey, and narrative documents, CFI will complete the cost estimate in 10 business days. Page: 2/ 2 V:541-686-2031 740 Almaden St Eugene, OR 97402 sgunn@constructionfocus.com Fax: 541-686-3392 Alternate Services: Schematic Design: Provide one Line Item cost estimate $10,600.00 Includes reconciliation with CMGC This cost estimating fee proposal will remain valid for 90 days after submission. If any portion of this project is delayed for more than 6 months those delayed portions of the contract will be re-negotiated. For each design phase Construction Focus will be supplied with all the relevant design documents at one time, before the cost estimating effort begins. If information is supplied in phases the delivery of the cost estimate will be delayed accordingly and additional billing will be done on an hourly basis. Construction Focus, Inc. has been providing independent cost estimating services since 1995. As such we do not provide design work, scope definitions, or materials for construction projects. These services are provided by the design and construction companies. Respectfully submitted, CONSTRUCTION FOCUS, INC. Accepted by: By Steve Gunn, President Date: ANDY PARIS & ASSOCIATES, INC. REGISTERED PROFESSIONAL LAND SURVEYORS Caitlin Pierce Cranley Mackenzie 1515 SE Water Avenue Suite 100 Portland, OR 97214 (503) 224-9560 Via E-mail: CCranley@mcknze.com RE: ADDITIONAL SCOPE - EXISTING CONDITIONS SURVEY CITY OF LAKE OSWEGO NEW CITY HALL/CIVIC CAMPUS May 31, 2017 Caitlin, Andy Paris & Associates, Inc is pleased to provide the following proposal for furnishing surveying services related to the above referenced project. The scope of the work, as understood, with price is: ADDITIONAL SCOPE - TOPOGRAPHIC SURVEY 1. Perform a detailed topographic survey including: a. Full width right-of-way improvements, on 4th Street, from “A” Avenue to Evergreen Road b. Full width right-of-way improvements on Evergreen Road, from 4th Street to 3rd Street. c. Full intersections at Evergreen Road & 3rd/4th Streets. d. Topography shall include utilities (including invert elevations where applicable) as evidenced by above ground structures or as marked by others, streets trees, and trees on adjoining properties that may be impacted by right-of-way improvements. e. Survey shall comply with the attached “Survey Consultant Guidelines” 2. Verify and confirm field measurements and data. 3. Append Site/Topography map depicting site features and their relation to property boundaries. 4. Plot Site/Topography map for client’s use and provide prints and an electronic version in AutoCAD Civil 3D 2009 and/or PDF format. FIXED FEE PROPOSAL: $2,100.00 The scope of the job, as outlined above, assumes that the conditions encountered will be of a normal and reasonable nature. Circumstances that require services beyond the scope of work, as outlined above will be provided, upon client authorization on a time and materials basis. Andy Paris & Associates, Inc. is prepared to complete this work within 4 weeks of receipt of this signed agreement and notice to proceed. An invoice for the balance due will be submitted upon completion of the mapping. Payments not made within 30 days from the date of the invoice shall be subject to a 1.5% per month late charge fee on the unpaid balance with a minimum $10.00 service charge. We now accept Visa and Mastercard for payment. Please do not hesitate to call if you have any questions concerning this proposal. Thank you for considering our firm to provide you with this survey. This proposal is valid for 45 days. Sincerely, Matt Clark. Project Manager NOTE: UPON ACCEPTANCE BY CLIENT SIGNATURE BELOW, THIS PROPOSAL SHALL BECOME A CONTRACT FOR SURVEYING SERVICES. ACCEPTED: ____________________________ DATE: _______________ CLIENT SIGNATURE REGISTERED PROFESSIONAL LAND SURVEYORS 16057 BOONES FERRY RD. LAKE OSWEGO, OR. 97035 PHONE: 503-636-3341 • FAX: 503-636-0477 • WWW.ANDYPARIS.COM GENERAL GUIDELINES FOR SURVEY CONSULTANT We recommend the survey include at least the following information: Land (Boundary) Survey Guidelines 1. State elevation datum on drawing. Use City of Lake Oswego accepted datum. 2. Indicate boundary lines, giving length and bearing on each straight line; interior angles; radius; point of tangency, and length of curved lines; set iron pin (monument) at property corners where none exists; drive pin 18" into ground, mark with wood stake; state on drawings whether corners were found or set and describe each. All work of this nature shall conform to County Surveyor having jurisdiction. 3. Provide legal description, including measurements in recorded deeds for comparison with observed. 4. Indicate area in acres (to .001 acre). 5. Identify jurisdictions and adjoining street and highways (right-of-way and pavement width and how paved). Identify landmarks. 6. Plot location of structures on the property and on adjacent property within 70'. Dimension perimeters in feet and decimals to .05'. State character and number of stories. Dimension to property line and other buildings. Note vacant parcels as VACANT. 7. Indicate encroachments, including cornices, belt courses, etc. either way across property lines. 8. Describe fences and walls. Identify party walls and locate with respect to property lines, including wall height. 9. Identify recorded or otherwise known easements and rights-of-way widths; state owner of right. Topographical Survey Requirements 1. Include minimum of one permanent benchmark on site; describe and provide elevation to nearest .01'. 2. Provide contours at 1' intervals; error shall not exceed one-half contour interval. 3. Include spot elevations at each intersection of a 25' square grid covering the property. 4. Include spot elevations at street intersections and at 25' on center on curb, sidewalk, and edge of paving, including far side of paving along project frontages. If elevations vary from established grades, also state established grades. 5. Plot location of structures, man-made and natural features, floor elevations, and elevations at each entrance of buildings on property. 6. Indicate location, size, depth, meter size, and pressure of water and gas mains and other utilities serving on or in the vicinity of the property. 7. Indicate location of fire hydrants within 250' of project, including across the street with elevation of “ground flange” (i.e., does the project intend to raise the grade around the hydrant, requiring an extension kit?). General Guidelines for Survey Consultant 8. Indicate location of electrical and telephone services. 9. Indicate location, size, depth, and direction of flow of sanitary sewers, combination sewers, storm drains, ditches, and culverts serving the property within 500' of the project boundary. Indicate location of catchbasins and manhole invert, sump, trap, and rim elevations. When SS and SD invert information is not obtainable, surveyor shall provide data via City or jurisdiction as-built research. 10. Indicate mean elevation of water in any excavation, well, or nearby body. Indicate flood level of streams. 11. Provide location of test boring, if ascertainable, and elevation of top of holes. 12. Indicate trees of 5" diameter and over (caliper 3' above ground). Locate within 1' tolerance and give species. Locate and show on survey the location of the drip line of all trees. 13. Provide perimeter outline only of thickly wooded areas unless otherwise directed. 14. Indicate location of existing parking area, private access, and roadway striping and signing, including crosswalks, arrows, bike lane markings, lane lines, and all traffic control signs. 15. Indicate location of traffic signal equipment, including poles, signal heads and overhead signs, detector loops by size and center locations, street and junction boxes, signal controllers, and approximate location of underground conduits. 16. Surveyor shall call for full utility locates on all frontages as shown and beyond for 100' in each direction. 17. Tie any permanent or monument signage within site boundary. Information to be Included in Request for Survey Services Proposals 1. Consultant must provide guaranteed completion date. 2. Consultant must describe ability to provide information on CAD. See requirements, below. 3. Consultant to provide separate scope and fee for “Site and Frontage Work” and “Additional Area Work” as described by the included sketch. 4. Final drawing requirements shall be as directed by A/E. CAD drawing requirements: CAD files shall be AutoCAD 2009 Civil 3D (LDD) compliant. All layers shall be named as to be descriptive and unique, with unique line type on each layer. All utility lines are to be on their own layer with line work, text, and symbols on a unique, descriptive layer (i.e., E-STORM-L, E-STORM-MH). Objects on the site shall be placed on their own layer with a unique text layer. General Guidelines for Survey Consultant Contour lines shall be on their own layer, with the 5' interval contour on a separate layer, and a three- dimensional surface shall be provided. Spot elevations shall be on a unique layer. An electronic point file must be provided separately. Road center lines and right-of-way lines to be on a unique layer. Site boundary lines to be on a unique layer. Adjacent lot line to be on a unique layer. Call project engineer prior to scaling survey symbols to coordinate drawing scale. Questions regarding survey formatting can be directed to Bailey Smoke or Ralph Henderson at 503-224-9560. A stamped and signed copy of the survey shall be provided to be included in the plan submittal. Any changes made to the survey will require that a new stamped survey drawing be provided. June 5, 2017 Mackenzie RiverEast Center 1 51 5 SE Water Avenue, Suite 1 00 Portland OR 97214 Attention: Caitlin Pierce Cranley INTRODUCTION Proposal Geotechnical Engineering Services Lake Oswego New City Hall 380 A Street Lake Oswego, Oregon GeoDesign Project: LakeOswego-40 -01 GeoDesign, Inc. is pleased to submit this proposal to provide geotechnical engineering services for the proposed new city hall building to be located at 380 A Street in Lake Oswego, Oregon. The site is located west of the upcoming construction of a new Lake Oswego Police Station at 320 A Street. GeoDesign completed a March 13, 2017 geotechnical report' for the new police station to be constructed on the eastern adjacent parcel. PROJECT UNDERSTANDING The project is conceptual at this time, and a site plan has not been provided . Based on information provided by Caitlin Pierce Cranley of Mackenzie as well as the May 9, 2017 Request for Proposal from the City of Lake Oswego, the new city hall will include one below-grade leve l of parking and up to three stories of office and public space. Following demolition, the new building will be constructed in generally the same location as the existing structure. The basement grade of the new building will likely be similar to the grade of the ex isting basement. Foundation loads have not been developed; howeve r, based on ex perience with similar structures, we anticipate the maximum column loads will be 150 kips dead and 175 kips live. The maximum anticipated wall loads are 6 kips per linear foot for dead plus sustained l ive loads for the parking garage retaining walls. ' GeoDesign, 20 17. Report of Geotechnical Engineering Services; Lake Oswego Police Station; 320 A Street; Lake Oswego, Oregon, dated March 1 3, 2017. GeoDesign Project: LakeOswego-36-01 9450 SW Commerce Circle , Su ite 300 I Wilsonvi lle, OR 97070 I 503.968 .8787 www.geodesigninc.com As required by the current State of Oregon Structural Specialty Code (SOSSC), a site-specific se ismic eva luation is required for special occupancy structures. We understand an additional option is be ing considered for the vacant lot on 3'd Street and Evergreen Road. The development of the lot has not been defined , but will li ke ly be a park or parking lot. It is unlikely there will be structures on the site, but if there are , they will not need to meet essential facility standards . BACKGROUND GeoDesign has considerable experience in the Lake Oswego area. Projects near the vicinity of the proposed city hall include the following : • GeoDesign completed the geotechnical enginee rin g report for the proposed new police station to be constructed on the eastern adjacent lot. The soil conditions cons i st of variable fill to a max imum depth of 7 feet below ground surface (BGS) underlain by silt that extends to a max imum depth of 1 0 feet BGS . The silt is underlain by gravel that extends to a max imum depth of 20 feet BGS, which is underlain by clay. Groundwater was approx imately 20 feet BGS between December 2016 and January 2017. • GeoDesign completed the geotechnical work for an office building de ve lopment at the intersection of 4'h Street and A Ave nue (approximately 600 feet wes t ). Soil at this location consists of variable fill underlain by silt, grave l, and a lower clay layer. The gravel was encountered at depths of 4 to 12 feet BGS, is dense to very dense, and includes cobbles and boulders. The clay was not encountered until a depth of approx imately 20 feet BGS and is stiff. • GeoDesign completed the geotechnical work for the Block 137 project between 2nd and 3'd Streets on A Avenue (approximately 500 feet east). Soil at this location consists of variable fill underlain by si lt or clay, gravel , and a lower clay layer. The gravel is much mo re variable and not encountered at som e ex plorations, or as shallow as 0 to 8 feet BG S. The gravel is dense to very dense and includes cobbles and boulders. The clay was not encountered until a depth of approximately 21 to 26 feet BGS and is stiff to very stiff. Groundwater was measured at a depth of approximate ly 17 feet BGS at Block 13 7 and at depths of 1 3 to 14 feet BGS at the eastern adjacent Block 1 38 project. • GeoDesign completed much of the geotechnical drilling in Lake Oswego for The Lake Oswego-Tigard Water Partnership project. Th is included borings at the inter sec t ion of Evergreen Road and 5'h Street (approx imately 650 feet southwest). Soil at this location consists of silt or clay, gravel, and a lower silt layer (at one location). The grave l was encounte red at depths o f 4 to 9 fe et BGS, is d ense to very dense , and include s cobbles and boulders . The explorations w ere comple ted to a maximum depth of 14 feet BGS, and the underlying clay layer encountered at the above -referenced projects was not encountered within this depth . APPROACH Based on our knowledge of th e subsurface conditions in the area, we propose the followin g exploration plan : ~DESIGN~ 2 Lake0swego·40·0 1 :0605 17 • Complete three drilled borings and install one pie zometer for groundwater measurements in one of the borings. • One of the borings will be ex tended to a ma x imum depth of 60 feet BGS (or refusal in dense /hard soil) to assist in the site-specific seismic aspects of the project. The remaining borings will be extended to a max imum depth of approximately 25 to 30 feet BGS (or refusal in dense/hard soil). • We will utilize one of the borings completed in the alley between the police station site and City Hall in our evaluation and report. • Complete an additional boring at the north end of the alley between the police station site and City Hall. • Complete one boring in the asphalt concrete pavement parking lot south of City Hall. • Complete one bo r ing in pavement area near the intersection of A Avenue and 4'h Street. Flagging and a City permit will be required . As discussed above, we anticipate difficult drilling conditions (cobbles and boulder in particular). The development of the lot on 3rd Street and Evergreen Road is not yet defined, but will likely be a park or parking lot, and structures may be included . Given the undetermined scope of the development, we propose including a place holder for two additional borings ex tended to a maximum depth of 25 to 30 feet BGS and two hand-augered borings to a maximum depth of 10 feet BGS. SCOPE OF SERVICES GENERAL The purpose of our geotechnical engineering evaluation is to explore the subsurface conditions at the site and provide geotechnical engineering recommendations for use in design and construction of the proposed structure. The specific scope of our services is presented below. CITY HALL • Review readily available published geologic data and our in-house files for existing information on subsurface conditions in the site vicinity. • Coordinate and manage the field investigation, including public and private utility locates, access preparation, and scheduling of contractors and GeoDesign staff. Ex ploration locations and schedule will be coordinated with the team to limit disruptions to existing services . • Complete a subsurface exploration program consisting of the following: • Complete one boring to a maximum depth of up to 60 feet BGS or refusal in underlying gravel, cobbles , and boulders . • Complete two of the borings to a max imum depth of approximately 25 to 30 feet BGS or refusal in underlying gravel, cobbles, and boulders . • Install a piezometer in one of the borings . • Maintain continuous logs of the explorations and collect samples at representative intervals . • Perform a laboratory testing program. The specific laboratory tests will be selected based on the subsurface conditions encountered. For estimating purposes, we have assumed the following laboratory tests: (IIDDESIGN~ 3 Lak e0swego·4 0·01 :06051 7 • Up to 20 moisture content determinations in accordance with ASTM D 2216 • Up to four particle-siz e analyses in accordance with ASTM C 136 or ASTM D 1140 • Up to two Atterberg limits tests in accordance with ASTM D 4318 • Provide recommendations for site preparation and grading, including demolition, temporary and permanent slopes , fill placement criteria, suitability of on -site soils for fill, subgrade preparation, and recommendations for wet weather construction. • Provide recommendations for temporary shoring systems for support of ex cavat ion for below-grade levels. • Provide foundation support recommendations for the proposed structure . Our recommendations include allowable bearing capacity and lateral resistance parameters. • Provide recommendations for design of permanent and temporary retaining structure, including lateral earth pressures, backfill, compaction, and drainage. • Evaluate groundwater conditions at the site, and provide general recommendations for dewatering during construction and subsurface drainage, if required. • Provide seismic design recommendations in accordance with the procedures outlined in the 2012 International Building Code (IBC) and 2014 SOSSC. • Prepare a geotechnical eng ineering report that presents our findings, conclusions, and recommendations. • Prepare geotechnical-related project specifications compatible with Mackenzie 's format. STTE-SPECIFIC SEISMIC EVALUATION The 2014 SOSSC requires a seismic hazard investigation for "essential facilities," which includes fire and police stations. Accordingly, our work will include a seismic hazard investigation . Our report will be included as an appendix in our geotechnical report. We assume the evaluation can cover both the City Hall site and the vacant lot on 3 rc1 Street and Evergreen Road. Our scope of services is provided as follows: • Review available seismic hazard maps, published dynamic soil properties in the vicinity, and geologic maps and geotechnical reports discussing subsurface conditions. • Evaluate design-level base rock motions at the site using both p robabilistic and deterministic methods. • Select and modify existing analogous earthquake records to model expected base rock motions. • Model the soil response at the site using the computer program EZ-FR ISK, and conduct sensitivity analyses of model parameters (including soil properties, soil thicknesses, and base rock motions). • Provide response spectra at the ground surface and primary foundation elevations , as well as peak ground accelerations. • Evaluate liquefaction potential and other pertinent and code-identified hazards and their potential effect on the proposed development. 3Ro STREET AND EVERGREEN ROAD The development of the lot on 3rc1 Street and Evergreen Road is not yet defined, and given th e undetermined scope of the development, we propose including a place holder for two additional boring s and two hand-augered borings. We assume that the work can be completed in the same mobilization used for the City Hall project. The specific scope of our services is as follows: ~DESIGN ~ 4 Lak e0sweg o·4 0·0 1 :06051 7 • Coordinate and manage the field in vestigatio n, including public and private utility locates, access preparation, and scheduling of contractors and GeoDesign staff. Ex ploration location s and schedule will be coordinated with the team to limit disruptio ns to existing services . • Complete a subsurface exploration program consisting ofthe following: • Complete two of the borings to a depth of up to 2 5 to 30 feet BGS or refusal in underlying gravel, cobbles, and boulders . • Complete two of hand-augered borings to a maximum depth of 1 0 feet BGS or refusal in underlying gravel, cobbles, and boulders. • Maintain continuous logs of the explorations and collect samples at representative intervals. • Perform a laboratory testing program. The specific laboratory tests will be selected based on the subsurface conditions encountered. For estimating purposes, we have assumed the following laboratory tests : • Up to eight moisture content determinations in accordance with ASTM D 2216 • Up to two particle-s ize analyses in accordance with ASTM C 136 or ASTM D 11 40 Up to one Atterberg limits tests in accordance with ASTM D 4318 • Provide recommendations fo r site preparation and grading, including demolition , temporary and permanent slopes , fill placement criteria, suitability of on-site soils for fill, subgrade preparation, and recommendations for wet weather construction. • Provide reco mmendations for temporary shoring systems for support of excavation for below-grade levels. • Provide foundation support recommendations for the proposed structure. Our recommendations include allowable bearing capacity and lateral resistance parameters. • Provide recommendations for design of permanent and temporary retaining structure, including lateral earth pressures, backfill, compaction, and drainage . • Evaluate groundwater conditions at the site, and provide general recommendation s for dewatering during construction and subsurface drainage, if required. • Pro vide seismic design recommendations in accordance with the procedures outlined in the 2012 IBC and 2014 SOSSC. • Prepare a geotechnical engineering report that presents our findings, conclusions, and recommendations. • Prepare geotechnical-related project specifications compatible with Macken zie's format. SCHEDULE We are prepared to schedule the geotechnical explorations immediately following authorization to proceed. Our drilling subcontractors are heavily backlogged and we recommend contacting as early as possible to schedule the field work. We estimate that the geotechnical ex ploration program will require two days to complete and our report will be available within four weeks after completing the explorations. We will provide a verbal summary of our findings as the information becomes available to us . ~DESIGN ~ 5 LakeOswego-4 0·0 1 :0605 17 BUDGET GENERAL We propose to provide our services on a tim e-and-materials basi s in accordance with the Schedule of Charges that is attached to and a part of this proposal. We anticipate that our work will be completed under Mackenzie 's consultant agreement. Our proposed fee is based on the following assumptions : • Contaminated soil will not be encountered in the ex plorations. • Site access will be arranged by others. • Drill cuttings can be drummed and disposed of off-site. Additional work will be discussed with you and w ill not be undertaken without your prior approval. If we observe conditions during our field work that indicate a level of effort beyond the services listed in this proposal, we will contact you to discuss our findings and, if requested, provide estimates for additional work. Our costs do not include iterations that may be required by the permitting agencies as part of permit submittal and approval , and we have assumed these will be completed as part additional services required for the design development phase. CITY HALL A breakdown of our fee for the City Hall project is provided below. Item Subcontractors Utility Locate Street Permit and Traffic Control Drilling Subcontractor Subtotal GeoDesign, Inc. Field Work Drilling Piezometer Installation (and up to three readings) Laboratory Testing Site-Specific Seismic Evaluation Analysis and Report Preparation Project Management Specifications Subtotal Total 6 $230 1,200 9.250 $10,680 $3,720 1,700 1,720 2,660 3,230 1,050 1.000 $15,080 $25,760 Fee Lake0swego·40·01 :0605 17 ~o STREET AND EVERGREEN ROAD We assume that this work can be completed under the same mobilization for the City Hall project. We recommend reviewing this scope once the plans for the parcel are deve loped . A breakdown of our fee for the 3Jd Street and Evergreen Road project is provided below. Item Subcontractors Utility Locate Drilling Subcontractor Subtotal GeoDesign, Inc. Field Work Laboratory Testing Analysis and Report Preparation Project Management Specifications Subtotal Total • • • $230 3.420 $3,650 $1,900 670 2,390 6 10 1,000 $6,570 $10,220 Fee ~DESIGN ~ 7 LakeOswego-40·0 1 :060 51 7 We appreciate the opportunity to submit this proposal and look forward to working with you on this project. Plea se do not hesitate to contact us if you have questions or require additional information. Sincerely, GeoDesign, Inc. 2,1~,GE Principal Engineer cc: Jeff Humphreys, Mackenzie (via email only) GPS:kt Attachments One copy submitted (via email only) Document ID: LakeOswego-40-01 -06051 7-geop.docx © 201 7 GeoDesign , In c. A ll rights reserved. RDESIGN ~ 8 LakeOswego-40-01 :06051 7 GEOTECHNICAL AND GEOLOGICAL SCHEDULE OF CHARGES COMPENSATION Our compensation will be determined on the basi s oftime and expense s i n accordance wi th the follow i ng schedu le unless a fixe d fee amount is so indicat ed in the proposal o r services agreement. Cont r acted profess i onal and technical services will be charged at th e applicable hourly r at es as liste d below. Staff t i me spe nt in d epos itions, trial p rep aration, and cou rt or heari ng testimony will be billed at 1.5 t o 2 times the below rates . Time spent in either local or inter·city travel , when trave l is in the interest of this contract, w ill be ch arged in accordance w it h the foregoi ng schedule; whe n trave l i ng by public carrie r, a m ax i mum char ge of eight hours per day wi ll be made . Curre nt rates are as fo ll ows: Perso nnel Personnel Support Staff Project Assistant Hourly Rate $ 70 $ 8 2 $ 88 $ 75 $ 86 $ 92 $ 9 2 $ 96 $11 0 $12 1 Los Angeles Deputy Grading inspector Te chnical Spe ci alist I Te chnical Specialist II Se nio r Project Assistant Technician I Senior Technical Specia li st Te chnician II Senior Technician CAD Staff I Staff II Staff Ill Equipment Air comp res sor, generator (per day) Cement amending field tool Cem en t scale and pan (per day) Core drill (per day) Cross-hole sonic logger (CS L) (pe r day) Digital camera (per day) Project Manager I Project Manager II Senior Pr oj ect Manag er Assoc iate Senior Associate Prin ci pal Drilled shaft inspection camera (DS IC) (pe r day, maximum $1,785 per week) Dynamic cone penetrometer (DCP) drive prob e Field California bearing ratio (CBR) equipment (per day) Falling weight deflectometer (FWD) (per day) Falling weight deflecto meter (FWD) with GPR (per day) Global positioning system (GPS)-differential (per d ay) Gl obal positioning system (G PS)-hand-held (p er day) Ground penetrating radar (GPR)-hand-pu shed (per day) Groun d penetrating radar (G PR )-truck-mounted (p er day) Hand auger (per day) Hydroaco ust ic Mon itoring Equipment (per day) Nu clea r d ensity gauge eq uipment (per hour) Pile driving analyzer (PDA) (per day) Pil e integrity t est er (p er day) Resistivity meter (per day) Sl ope i ncli n om ete r equipment (per casing) Soil samples in brass or st ainless sleeves (per sample) Soi l samples in rings (pe r sam ple) Specialty software (MODFLOW, PLAXI S, Slope/W, etc., per hour) Total Station -Survey Equi pment (pe r ho ur, m ax imum $400 pe r day) Ve hicle (company) u sa ge (full day, plu s $0.63 per mile charg e) Ve hi cle (personal) usage (per mile) Vibrating wire pi ezometer Vibration monitoring equipment (per day, maximum $265 per week) Reproduction 8 Yz x 11 (per fini shed page) 11 x 17 (per finished page) C-orD-size plots (b lack/white and co lor-per fini shed plot) D-s i ze scan OTHER SER VICES, SUPPUES, AND SPECIAL TAXES Black/White $0.13 $0.32 Hourly Rate $ 97 $131 $145 $1 58 $140 $149 $159 $174 $185 $203 Rate $ 53 $ 2 1 $ 26 $ 210 $ 473 $ 11 $ 9 4 5 $ 100 $ 231 $1,780 $3,040 $ 100 $ 30 $ 525 $1,260 $ 37 $ 263 $ 11 $ 525 $ 2 10 $ 105 $ 79 $ 11 $ 11 $11-53 $ 53 $ 2 1 $ 0.63 $ 525 $ 55 Color $ 1.2 1 $ 1.58 $26.25 $12 .60 Outsi de services (eq uipment, supplies , and facilities not furnished in accordance with t he above schedule, and any unusual items of expense not customarily i ncurred in our normal op er ati ons) are charged at cost p lu s 12 percent. This includes shipping charg es, subsistence, transportat ion, printing and reproduction, miscell aneous supplies and rentals, su rveying services, drilling equipment, construction equi pment, watercraft, aircraft, and speci al i nsurance that may be requi r ed. Specialized equ ipment will be quoted on a per-j ob basis. In-house disposable fie ld supplies (routinely used fiel d supplies stocked i n-house by GeoDesign) at curren t rate s. List available upon r equest. Taxes required by l ocal jurisd ictions for projects in sp ecific geographic areas will b e charged to projects at direct cost. Al l rates are subject to change upon notification. (f~DDESIGN ~ 01/01/1 5, rev 02/24/16 GEOTECHNICAL LABORATORY SCHEDULE OF CHARGES TYPE OF TEST Atterberg Limits (ASTM D 4318-05) CBR with 3-Point Proctor (AS TM D 1 883-07) Compaction (ASTM D 1557-07/ASTM D 698-07; Methods A , B, and C) 1 point 4 points Consolidation (ASTM D 2435-04; with 2 timed rebounds) Direct Shear (ASTM D 3080-04) 1 point 3 points Moisture Content-Oven Method (ASTM D 2216-05) Moisture/Density (ASTM D 7263) Rings Shelby tubes Organic Content (ASTM D 2974) Particle-Size Analysis Sieve (ASTM C 117-04/ ASTM C 136-06) (includes -200 Wash, Dry Sieve) Percent passing No. 200 (ASTM C 117-04/ASTM D 1140-00) Combined sieve and hydrometer (ASTM D 422-63) Oversize sieve analysis (ASTM C 117-04/ASTM C 136-06) Permeability Falling head in rigid wall permeameter (Army Corps Eng. EM 111 0-2-1906, Vll-13) In triaxial cell with back pressure saturation (ASTM D 5084-03) Flex wall with triaxial compression (ASTM D 5084/ASTM D 4767) pH of Soil (ASTM G 51) Resilient Modulus (AASHTO T 307-99) In situ sample Remolded sample (includes compaction and sample preparation) Rice Density (ASTM D 204 1) Soil Resistivity (ASTM G 57) Specific Gravity Parafilm-coated core (ASTM D 1188) Rice (AASHTO T 209) Gravity core specific gravity (ASTM D 2726) Gravel specific gravity (ASTM C 127) Sand specific gravity (ASTM C 1 28) Soi l (ASTM D 854) Swe ll (ASTM D 4546) Method A Method B Method C Triaxial Compression Unconsolidated, undrained (back pressure saturation) (ASTM D 2850-03) Consolida,ted, undrained, 1 point (ASTM D 4767-06) Consolidated, undrained, strength envelope (ASTM D 4767-06) Load-controlled cyclic (ASTM D 5 311) Unconfined Compression Unconfined compression of undisturbed soi l sampl es (ASTM D 2166-06) Unconfined compression of cement-t reated soils (ASTM D 1633-00) Sample preparation (per hour) UNIT PRICE $ 170 $ 650 $ 100 $ 240 $ 440 $ 243 $ 463 $ 26 $ 39 $ 39 $ 88 $ 132 $ 83 $ 22 1 $ 221 $ 386 $ 441 $ 597 $ 88 $ 630 $ 945 $ 132 $ 204 $ 49 $ 100 $ 17 $ 79 $ 105 $ 110 $ 348 $ 243 $ 607 $ 336 $ 441 $1,323 $1,323 $ 127 $ 86 $ 68 Other tests charged at hourly rates . GeoDesign, Inc. reserves the right to subcontract any laboratory testing listed in our scope of work and to apply charges for subcontracted testing at the rates listed above. (ftD0ESIGN ~ 01 /01 /15 222 Etruria Street, Suite 100 Seattle, WA 98109 206.839.0819 P // 206.839.0824 F June 2, 2017 Jeff Humphreys Mackenzie RiverEast Center | Ste. 100 1515 SE Water Avenue Portland, OR 97214 Re: Acoustical Design Services - Lake Oswego City Hall Dear Jeff , Thank you for considering SSA Acoustics to provide acoustical consulting services for the Lake Oswego City Hall. We look forward working with you again toward another successful project. SSA Acoustics has extensive experience with public projects and similar municipal buildings. Recently completed projects that we were involved with include Kenmore City Hall, Lakewood City Hall, and Shoreline City Hall. The following is our scope of work proposal for services for this project. The project will be an approximately 30,000 square foot building with City Council and Municipal Court facilities, conference / meeting rooms, and public areas. Our scope of work will involve establishing design criteria for and evaluating the acoustical aspects of the project, including architectural acoustics, mechanical noise and vibration , and provide design solutions to meet the project criteria . We will primarily focus on the courtroom portion of the project. Our services will extend through all ph ases of the project though construction. During the construction phase we will be available to review submittals, answer field questions and conduct site inspections. The following are the services we will provide within with this scope of work: SD Phase The Schematic Design phase scope of services will include establishing the acoustical design criteria and providing a narrative including the design criteria, guidelines and SD -level design concepts for the project. 1. Establish acoustical design criteria for the project. Design criteria will be developed for each space based on pertinent requirements including city and state code requirements, and industry standards. Criteria will include wall and ceiling assembly ratings (STC, CAC), room response (Reverberation Time), speech privacy and mechanical system background noise. 2. Develop a design narrative which will include a design guide for wall assemblies and acoustical finishes to meet the design criteria. Lake Oswego City Hall Page 2 3. Coordinate the acoustical design recommendations with the project team. 4. Provide a report documenting the design criteria and recommendations. Mechanical Noise Control 1. Establish noise criteria for each critical area. The criteria will be based on industry standards and our own experience. The criteria will be provided in terms of Noise Criteria (NC) and dBA levels. 2. Develop in initial guidelines and recommendations to address mechanical system noise and vibration. 3. Provide a narrative report documenting our analysis and design recommendations, including details and product information. DD Phase Services during this phase will include developing the architectural design elements with respect to the criteria (such as wall assemblies and acoustical finishes) and evaluation of the mechanical system. Architectural Acoustics 1. Review project documents with respect to acoustical criteria. 2. Evaluate assemblies with respect to the design criteria and develop recommendations for sound isolation to achieve the recommended STC ratings. Recommendations will include wall types and details (provided in PDF and CAD format). 3. Evaluate the room acoustics and develop shaping and acoustical treatments necessary to provide effective listening environments. Absorption, room shaping and other elements will be developed to minimize harsh reflections and control reverberation to provide a balanced response. Coordinate the design solutions with the architect and design team. 4. Identify doors to receive acoustical seals where necessary. 5. Attend / conference into project meetings to coordinate the acoustical designs. 6. Provide specifications for acoustical products formatted to the project standard. 7. Document recommendations in a report including drawings and specifications to be incorporated in the drawing set. 8. Review design documents as they progress for incorporation of acoustical recommendations Lake Oswego City Hall Page 3 Mechanical System Noise and Vibration Control 1. Evaluate noise levels from the HVAC system with respect to supply, return, crosstalk, and vibration based on ASHRAE guidelines. 2. Provide noise and vibration control solutions to meet the design criteria. Coordinate with the mechanical engineer to incorporate into the project documents. 3. Provide complete specifications for vibration isolation of the equipment and any noise control products, including duct silencers, plenum enclosures, and duct lining. Construction Documents During the CD phase we will provide details and specifications to support the acoustical design elements. We will provide a comprehensive review and solutions to control noise and vibr ation from the mechanical system. We will provide a review of the drawings at each major document release. Architectural Acoustics 1. Review progress drawings for incorporation of acoustical designs. Identify and coordinate items that need to be addressed or updated. 2. Develop and coordinate construction details for walls, window assemblies, doors, and specific acoustical conditions such as mullions and wall/ceiling intersections related to the acoustical performance of the assemblies. 3. Issue specifications for acoustical products formatted to project standards. Specifications typically include acoustical sealant, resilient channels, acoustical wall panels, acoustical ceilings, and door hardware and seals. 4. Attend or conference into project meetings as necessary to coordinate acoustical design. 5. Review drawings and specifications at each major drawing release with respect to sound isolation construction and noise and vibration control, acoustical materials and recommendations. Issue a report of the review items. Mechanical Noise Control 1. Review the mechanical design and provided revised recommendations as necessary to meet the design criteria. 2. Provide final mechanical noise control details for penetration isolation, vibration isolation, and noise control elements. 3. Provide final mechanical noise and vibration control specifications. 4. Evaluate noise from the exterior mechanical equipment to neighboring properties. Lake Oswego City Hall Page 4 Construction Administration Phase 1. Review product submittals, substitution requests and shop drawings for conformance with acoustical drawings and specifications issued in the construction documents . 2. Provide site visits to inspect implementation of acoustical designs. At the completion of each site visit we will issue a rep ort of our observations and corrections for compliance with construction documents. 3. Attend / conference into construction meetings as necessary. Our team will include Alan Burt as the project manager and primary acoustical consultant, assisted by our consultants for analysis and drawing details . The following are the estimated fees for the project per phase: Item Fee SD Phase $3,000 DD Phase $5,000 CD Phase $6,000 Total – Design $14,000 Construction Phase $2,500 We will provide our services during the design phase on s a fixed fee basis. Services during the CA phase will be provided on an hourly basis not to exceed the total fee. Any additional services will be provided upon request at an hourly rate or as otherwise agreed. Thank you for the opportunity to provide you with this proposal . Please contact me if you have any questions or need further information. Sincerely, SSA Acoustics, LLP Alan Burt, P.E. PARTNER ACOUSTICAL CONSULTANT EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com Date: June 07, 2017 To: MACKENZIE C/o Jeff Rhys Humphreys 1515 SE Water, Suite 100 Portland, OR 97214 Regarding: Building Envelope Design/Bid/Build Consulting Services for the Lake Oswego City Hall Dear Mr. Humphreys: Thank you for the opportunity to provide you with our consultation services. MC Consultants (MC), has prepared the following proposal for your review and execution by the Client. OVERVIEW: MC has reviewed the materials provided from the building envelope evaluation conducted at the Lake Oswego City Hall (Project) located in Lake Oswego, OR. The evaluation provided us with an understanding of the effectiveness of the building envelope components and assemblies regarding their abilities to properly prevent water intrusion manage incidental water and control air leakage. MC understands that the project will pursue a CM/GC construction method to design and build a New City Hall building. Based on the evaluation, and the envelope components to be determined, MC will assist with preparing appropriate construction documents in support of those prepared by Group Mackenzie for permit submittal and bidding, including envelope details and specifications for building envelope components. This proposal outlines the consulting services MC believes are necessary for building envelope design, which include the following: 1. Building envelope construction documents (bid package) 2. Pre-construction services 3. Third party construction oversight 4. Project closeout 5. One-year post construction review EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com SCOPE OF SERVICES: The following sections generally outline the proposed scope and description of services. The services are divided into the following categories: 1. Pre-construction Phase 2. Construction Phase 3. Post-construction Phase BUILDING ENVELOPE DESIGN PROCESS / PROJECT PHASE OVERVIEW: The building envelope design and specification process consists of three general phases (Pre- construction, Construction, and Post-construction). Pre-construction phase typically includes a detailed evaluation of the building exterior, including cladding, landings, decks, half-walls, privacy walls, roof assemblies, window and door assemblies, etc., as well as the preparation of the Project construction documents / bid solicitation documents and services including analysis of received bids. Construction phase services typically include observing Project mock-ups, field reviews, system field testing, critical stage checks, project team meetings, etc. Post-construction phase services typically include Project closeout including Contractor action item closeout, punch list signoffs, and preparation of a Contractor compliance letter. In the context of this proposal, this will be considered an additional service to be provided as requested by the Client. Pre-construction Phase Construction Phase Post-construction Phase Evaluation Design Const. Docs. Contractor Bid and Schedule Project Mock-ups Project Field Review Project Field Testing Project Stage Checks Project Meetings Action Item Closeout Punch Walk and closeout Project Sign-offs Maintenance Manual 1-Year Review Project Manual Finalization EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com PRE-CONSTRUCTION PHASE: The Pre-construction phase will allow us to open a channel of communication between MC and stakeholders such as the Owners, Architects, Contractors, or other interested parties that the Owners deem necessary. No information pertaining to the Building Envelope Review/Pre- construction phase will be shared with outside parties without the express permission and approval of the Owners. The following list outlines the Project specific services proposed for the Pre-construction phase: 1. MC will analyze the most cost effective and appropriate design considerations necessary to bring the building envelopes into code compliance, and adequately protected against / manage water and moisture conditions. 2. MC will attend meetings with the design team to discuss Project goals and the following: a. Phase specific analysis and complexity of the necessary design. MC will provide options that adhere to Owner set budgetary constraints. b. The most cost effective solutions / options will be thoroughly explored. c. If necessary, the work may be prioritized based on the associated risk acceptable to the Owners. d. The work may be negotiated with bidding Contractors. Pre-construction Phase Project Document Review Visual Exterior Review Scope Generation and bid Construction Documents Project Bid and Alternates Project Manual Finalization Schedule Review/Stage Checks EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com 3. MC will review construction documents, including details (colored cross section and isometric drawings), project specifications, manufacturer installation guidelines, etc. The construction documents will address the cladding and associated components based on elements of associated risk. These documents will be issued to Owner-selected Contractor(s) in a solicitation for proposal(s). Below is a representative example of MC details/drawings: Above: MC Detail Cross Section Sample Above: MC Detail Isometric Sample 4. MC will review / analyze the bid proposals and work with the Owner-selected Contractor on Project remediation alternate options including possible additive or deductive alternates. 5. MC will review Owner selected Contractor schedule and establish critical stage checks and Project site visit schedule / frequency. END OF PRE-CONSTRUCTION PHASE INTENTIONALLY LEFT BLANK SAMPLE │ NOT FOR CONSTRUCTION SAMPLE │ NOT FOR CONSTRUCTION EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com CONSTRUCTION PHASE: The proposed MC Construction Phase services are intended to provide a high level of quality and communication throughout the building envelope construction process. The Construction Phase may include: Project mock-ups, field review and documentation, site visit reporting, team meeting direction, systems field testing, acting on Contractor’s Request for Information (RFIs) pay application submittals, and Change Order (CO) requests, and critical stage review of the in-process building envelope construction. The following list outlines the specific services proposed for the Construction Phase: 1. MC will perform on-site observations during the construction process in order to review Contractor sequencing and installation of various building envelope components. In general the observations will include an average of two to three site visits per week performed during the time that the building envelope and cladding components are being constructed. Our observations will endeavor to ensure Contractor’s compliance with manufacturers’ installation instructions, industry standards, applicable building codes, and sound building science principles. Construction Phase Project Mock-ups with Contractor Project Field Review Site Visit Reports Construction Team Meetings Field Systems Testing Stage Check Review and Sign Off Progress Review and Documentation RFI and CO Processing General Construction Consultation EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com 2. MC will provide written site visit reports complete with photographic documentation of observed site conditions, descriptions of site visit observations, and recommended corrective actions. Site visit reports will be provided to Contractor, Owner, and/or Property Management within 48 hours of the site visit(s). 3. MC will participate in on-site construction team meetings as needed. Team meetings are typically held on a weekly or bi-weekly basis depending on the pace and complexity of the construction project. 4. MC will perform certain industry standard field testing as deemed appropriate. The field testing may include such protocols as sealant pull-adhesion testing. 5. MC will recommend possible corrective actions to address unforeseen building envelope issues that may be discovered during construction. END OF CONSTRUCTION PHASE INTENTIONALLY LEFT BLANK EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com POST-CONSTRUCTION PHASE: The optional MC services for the Post-Construction phase are intended to provide a successful closeout of remediation activities. The following list outlines the specific optional services for the Post-Construction Phase: 1. MC will create a punchlist including the results of the walk-through with the contractor and input from the Owner, and/or Property Management. Owner, Architect, and/or Property Management will have control over aesthetic issues during punch review and sign-off. 2. MC will create a Project Compliance letter verifying project completion. 3. MC will provide two digital copies of all Project Site Visit Reports and digital photographs (taken by MC during construction) on compact disk within 14 days of Project final completion. 4. MC will prepare a Building Envelope Maintenance Manual complete with system information, photographic examples, general building envelope maintenance protocols, and manufacturer maintenance requirements. 5. MC will attend a one-year visual review of the repairs. The one-year visual review will help verify that the exterior building envelope system is performing as intended. The Contractor will be required to assist with the review and provide a work crew with necessary equipment. INTENTIONALLY LEFT BLANK Post-construction Phase Punch List and Sign-offs Manufacturer Warranties Project Completion Letter Building Envelope Maintenance Manual One-year Project Review Project Closeout Meeting EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com PROJECT TEAM: The Project team is carefully chosen based on the specific needs of the remediation project. The project team may include a Design Professional(s) (licensed/registered architect and/or engineer), Project Manager, Senior Project Technician, Project Technician(s) and Project Administrator. The Project may also require Project Consultants. The Project Consultants are part of the Project team and provide services as deemed necessary (depending on the complexity of the building/complex and our preliminary findings). Project team curriculum vitae will be available upon request. The following list outlines the Project specific team: Senior Project Lead: The project team will be led by a senior level Architect (Senior Project Lead). The Senior Project Lead is a licensed / registered architectural design professional with over 25 years of design and construction industry experience. The Senior Project Lead provides general guidance with technical and administrative functions as well as detailed peer review of MC Project involvement. The senior project lead and MC act as agents for the Supervising and stamping Architect of record for Mackenzie, and act solely under that Architect's direct supervision. Senior Project Lead for this Project: Patrick Jackson Project Manager: The project team will be managed by a senior level staff member (Project Manager). The Project Manager is a certified construction professional with a minimum of 12 years of construction industry experience. The Project Manager is certified in various areas of the construction industry specific to the building envelope. The Project Manager will coordinate all phases of the Project and lead all field evaluations. The Project Manager will be the primary client contact through all phases of the project. Project Manager for this Project: Nate MacIntyre. Senior Project Technician: The project team will include a senior level staff member (Senior Project Technician). The Senior Project Technician is a certified construction professional with a minimum of 8 years of construction industry experience. The Project Engineer is certified in various areas of the construction industry specific to the building envelope. The Project Engineer will assist the Project Manager with all phases of the Project and perform all field evaluations. Senior Project Technician for this Project: Greg Bosaz. Project Technician: The project team may include technical staff member(s) (Project Technician) as needed. The Project Technician is a construction professional with a minimum of 5 years of construction industry experience. The Project Technician(s) will assist the Project Manager with all phases of the project and field evaluations. Project Technician for this Project: Justin Campbell. Project Consultant: The project team may include additional staff members and construction professionals as needed. This may include Building Science Experts, Product and Material Specialists, Structural Engineer, Civil Engineer, Geotechnical Engineer, etc. Project Consultant(s) for this Project: Kevin McCormick, P.E. Project Administrator: The project team will include an administration staff member. The Project Administrator assists the Project Manager with general administration functions. Project Administrator for this Project: Steve Buckley. EXPE RI E N CE A ND I N N O VAT ION S E RV I NG C L I E N TS NA TI O N W I DE Corporate Office • 2055 Corte del Nogal - Carlsbad, CA 92011 - Tel: (760) 930-9966 - Fax: (760) 930-9974 Portland Office • 818 SW 3rd Avenue, #1182 - Portland, OR 97204 - Tel: (503) 222-1042 - Fax: (971) 277-6056 www.mcconsultants.com LIMITATIONS: 1. MC Consultants will be responsible and liable for the safety of its personnel and assumes no risks or liability for safety of other persons or property during the period of this Agreement. 2. The following items will be provided by others and are excluded from MC Consultant’s scope of basic services: a. Site amenities, facilities and/or servicers such as security, temporary fencing, toilets, street cleaning, water, power, and utility services, project signs, surveying; debris removal, bonds; safety equipment and training shall be provided by the Contractor. Please do not hesitate to contact us at 503-222-1042 if you require additional information or if you have any questions regarding our proposal. Thank you for the opportunity to be of service. Respectfully submitted, Nate MacIntyre Building Science Consultant MC Consultants, Inc. Cc: Kristina Ashcraft, Kai Loedel Attachment: Budget Estimate INTENTIONALLY LEFT BLANK MC Consultants, Inc. Consultation Estimate* 16-658C: Lake Oswego City Hall mc 16-658C ©2016 MC Consultants, Inc. All Rights Reserved. Protected under all applicable Evidence Code sections. Date Created: 6-7-17 Revised: Case Intake Case Intake Coordinator 0 No Charge Calls and meetings with Client during Schematic Design Expert-Building Science 8 205.00 1,640.00$ Senior Construction Consultant 2 175.00 350.00$ Project Manager 0 110.00 -$ Document and Drawing Review during Design Development (DD) Assist Client with assembling best know methods and system details.Expert-Building Science 16 205.00 3,280.00$ Senior Construction Consultant 6 175.00 1,050.00$ Project Manager 2 110.00 220.00$ Document and Drawing Review during Construction Document preparation phase (CD) Assist Client with reviewing drawings for clarity and design intent.Expert-Building Science 24 205.00 4,920.00$ Senior Construction Consultant 0 175.00 -$ Project Manager 0 110.00 -$ Bidding phase Assist Client with reviewing product submittals, RFI's and substitution requests from contractor. Attend meetings with contractors. Expert-Building Science 16 205.00 3,280.00$ Senior Construction Consultant 0 175.00 -$ Project Manager 0 110.00 -$ Project Manager 0 110.00 -$ Subtotal 74 14,740.00$ Prepare for Inspections Expert-Building Science 4 205.00 820.00$ Senior Construction Consultant 0 175.00 -$ Project Manager 0 110.00 -$ Attend site Inspections Per site visit cost is $1640. Includes travel from Portland office. Expert-Building Science 96 205.00 19,680.00$ Senior Construction Consultant 0 175.00 -$ Post Inspection Work Includes photographs and verbal reports to Client.Expert-Building Science 16 205.00 3,280.00$ Senior Construction Consultant 8 175.00 1,400.00$ Project Manager 5 110.00 550.00$ Aerial site and building photographs 1x per month Includes travel from Portland office. Expert-Building Science 0 205.00 -$ Per site visit cost is $500. Includes travel from Portland office. Senior Construction Consultant 20 175.00 3,500.00$ Project Manager 0 110.00 -$ Review & Analyze Architects Report(s), photographs, job file, and schedules.Expert-Building Science 24 205.00 4,920.00$ Senior Construction Consultant 16 175.00 2,800.00$ Report of inspections to Client Expert-Building Science 32 205.00 6,560.00$ Senior Construction Consultant 0 175.00 -$ Subtotal 221 43,510.00$ Subtotal Consultation Estimate 295 58,250.00$ Contingency 10%5,825.00$ Total Consultation Estimate 64,075.00$ Project Intake and Setup Costs for outside experts, destructive testing construction crews, and reimbursables are excluded from this estimate. Initial project review and project preparation with client Assumptions Subtotal *This estimate is based on currently available data. It is subject to change as additional information is received and as industry practices may change. This estimate is not a guaranteed cost. Construction Administration Inspections (Construction Documentation and site visits) Hours EstimatedTask RateDesignation H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT N rev1.docx ATTACHMENT N – FEES, ASSUMPTIONS , AND EXCLUSIONS June 8, 2017 (Revised July 5, 2017) City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.00 FEE SUMMARY Our lump sum fixed fees for the disciplines and related design services described above including our consultants are as follows: Discipline/Phase: Basis of Design PHASE I Schematic Design/ Development Review PHASE II Design Development & Bidding PHASE III Construction Contract Administration PHASE IV TOTAL: Architecture $129,595 $170,000 $292,415 $212,830 $804,840 Interiors $35,160 $39,850 $86,575 $46,500 $208,085 Structural Engineering $19,650 $28,460 $137,070 $42,565 $227,745 Landscape Architecture $37,740 $25,190 $52,285 $17,160 $132,375 Civil Engineering $16,655 $20,810 $40,260 $12,190 $89,915 Land Use Planning $13,750 $14,850 $5,500 $0 $34,100 Traffic Engineering $3,430 $2,380 $0 $0 $5,810 MEP Engineering $18,370 $29,590 $127,930 $56,760 $232,650 Envelope Consultant - $2,190 $14,025 $47,860 $64,075 Construction Cost Estimating $6,160 $11,660 $0 $0 $17,820 Total Base Services $280,510 $344,980 $756,060 $435,865 $1,817,415 Attachment N – Fees, Assumptions, and Exclusions City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 2 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT N rev1.docx Selected Expanded Services: Basis of Design: Preliminary Design: Design Development & Bidding: Construction Contract Administration: TOTAL: Existing Conditions Survey $2,500 $0 $0 $0 $2,500 Geotechnical Services4 $28,335 $0 $0 $0 $28,335 Radon Mitigation $0 $0 $7,700 $0 $7,700 Sustainable Design Services1 $21,440 $6,960 $17,000 $0 $45,400 Path to Net Zero $12,000 $0 $6,640 $0 $18,640 Parking Analysis Update $7,000 $0 $0 $0 $7,000 Traffic Impact Analysis Update $7,415 $0 $0 $0 $7,415 Additional Parcel Development3 $21,240 $30,000 $20,000 $6,840 $78,080 Right of Way Improvements $0 $0 $12,850 $0 $12,850 Building Technologies Systems Design (A/V) $0 $10,000 $10,000 $15,000 $35,000 Exterior Lighting Calculations $0 $4,400 $0 $0 $4,400 Acoustical Engineering Services $0 $3,000 $11,000 $2,500 $16,500 Record Drawings5 $0 $0 $0 TBD TBD Special Inspections2 $0 $0 $0 TBD TBD Total Base & Selected Expanded Services $380,440 $399,340 $841,250 $460,205 $2,081,235 1Required to meet Lake Oswego Sustainability Guidelines 2Special Inspection Services to be contracted by the Owner, based on final design and construction schedule 3Vacant Lot at southeast corner of block, at Evergreen and 3rd Street 4 Geotechnical Construction Administration to be contracted by the Owner, based on final design and construction schedule 5 To be provided on a time and materials basis, based on revisions during construction Reimbursable expenses (printing, copying deliveries, mileage, etc.) are not included in the fee outlined above. Reimbursable expenses will be invoiced at 1.1 times cost, are estimated to be $40,000, and will not be exceeded without the Client’s approval. See standard Reimbursable Charges schedule (attached). In addition to the base services outlined above, the following additional services can be provided: ▪ Design meetings for the purpose of engaging additional community input can be held at City Hall for between $2,500 and $4,500, per meeting, depending on content and participation from the Mackenzie design team. ▪ Concept sketches and renderings for between $3,000 and $4,000, per concept, depending on level of development and refinement of rendering. Lighting design services can be provided as follows: ▪ Interior lighting calculations can be provided for $1,100 per room. Attachment N – Fees, Assumptions, and Exclusions City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 3 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT N rev1.docx ▪ Lighting mock-up and sample presentations can be provided for $2,200. ASSUMPTIONS In addition to the scope of work outlined above, we have assumed the following: ▪ Client will provide current electronic files of environmental report, any other reports and/or surveys that are available, and other studies and/or reports as may be necessary for completion of the project. Geotechnical engineer shall provide paving recommendations and related paving specifications. ▪ The project will be designed to follow the City’s High Performance Building Policy. It is understood that this requires meeting the requirements of LEED v4 Gold certification, or greater rating system. ▪ Client will approve the documents at the conclusion of each phase prior to proceeding with the next phase. Redesign efforts after prior Client/Owner approvals, including but not limited to Owner-driven design modifications, value engineering, cost reduction alternatives to the approved design, or other such changes, will be provided as an additional service, with scope, schedule, and fees to be evaluated on a case-by-case basis. ▪ Client is responsible for all fees paid to public bodies having jurisdiction over the project. ▪ Client's CM/GC will provide fire suppression/fire alarm systems on a design-build basis. The Client's CM/GC and design-build trades will provide timely information and coordination with Mackenzie and our consultants as needed to maintain the project schedule and development of the design. We have included typical levels of coordination during each phase. ▪ All meetings will occur at Mackenzie, other than construction site meetings, or meetings that have been specifically identified in the scope as being held at an alternate location. We will record and distribute minutes following each meeting conducted by Mackenzie, and defined in the discipline specific scope of services attachment. ▪ Conditions not depicted on available existing documents, provided by the Client, or readily visible on project walkthroughs are excluded. Such impacts will be evaluated at the time of discovery and addressed via additional services as necessary. ▪ Mackenzie will rely on Client-provided existing facilities information for project, including but not limited to type of construction, building area, occupancy classification and other such parameters affecting design, construction documents, and permitting. ▪ Square footage calculations will be provided as required to confirm compliance with building and zoning code requirements only. Calculations of gross, net, and rentable square footages are not included. ▪ Mackenzie will utilize Revit as the documentation platform for the project. Our proposed scope/fee is based on the Revit model being developed to Level 200-250 standard. The model will be graphically represented with specific systems for primary building components, but as generic systems for non-primary components with configuration and interfaces. We anticipate that Client's consultants/vendors will also utilize Revit for their documentation, will be responsible for modeling and detailing their respective components, and will comply with Mackenzie’s expectations for document control standards. Mackenzie will develop the base model file and provide it to the consultant team for coordination. ▪ Permits will be submitted via the City’s e-Permitting website. Attachment N – Fees, Assumptions, and Exclusions City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 4 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT N rev1.docx ▪ Land use submission and approvals will occur in two phases. The first phase will include Overall Development Plan and Schedule (ODPS) for the site plans for both the Police Facility and Civic Center; Design Review for the Police Facility; a Replat if required by City Planning staff; and Conditional Use Permit for the Civic Center, if sufficient information is available at the time of the first application. The second phase will include Design Review for the Civic Center (and Conditional Use Permit for the Civic Center, if not included with the first application). ▪ Mackenzie will not process and take action on partial or incorrect (multiple rounds) of non-compliant submittals. ▪ The building will be designed as an essential facility as defined by the 2014 Oregon State Structural Specialty Code, Table 1604.5, but will not be explicitly designed for blast resistance. ▪ The Police Facility floor plan, program and general massing are not impacted by the City Hall and Civic Campus design. ▪ Mackenzie will issue one (1) permit package and one (1) bid package for City Hall and the Civic Campus. ▪ Alley Vacation is included in the Lake Oswego Police Facility Scope of Services. ▪ A single CM/GC will be selected for the Police Facility, City Hall, and Civic Campus. ▪ The City of Lake Oswego will submit for any applicable Energy Trust of Oregon incentive credits. ▪ The City is not pursuing sustainability certification (i.e. LEED, Green Globes). ▪ All required Art Coordination Services for the City Hall and Civic Center are anticipated to be included in the Lake Oswego Police Department scope, unless additional meetings or coordination are required, and expanded services are selected. EXCLUSIONS In addition to any exclusions outlined within the discipline specific proposals, we have also excluded the following from our proposed scope of work: ▪ Reimbursable expenses. ▪ Building permit fees, design review fees, or any other fees paid to public bodies having jurisdiction over the project. ▪ Appeals, variances, public hearings, land use approvals except as specifically stated in the scope of work. ▪ Meetings with public agencies or other meetings other than those specifically identified above. ▪ Environmental review. ▪ Sensitive lands and/or wetlands delineation and/or mitigation design/approvals. ▪ Hazardous materials mitigation design. ▪ Design services related to development of the lot at the NW corner of Evergreen and 3rd, unless expanded services are selected. ▪ Franchise utility extensions outside of site footprint. ▪ Off-site improvements (such as roads, half street improvements, and utilities) beyond project frontages. Special studies related to existing utility infrastructure capacity. ▪ Special foundation systems (e.g., piles and structural slabs). ▪ Floor vibration analysis, design for footfall impact. ▪ Equipment support or racking systems. Attachment N – Fees, Assumptions, and Exclusions City of Lake Oswego Lake Oswego City Hall/Civic Campus Project Number 2170184.MK June 8, 2017 (Revised July 5, 2017) Page 5 H:\Projects\217018400\6_Final\PRO-City of Lake Oswego-City Hall-Civic Campus-170608 ATT N rev1.docx ▪ Furniture selection unless expanded services are selected. ▪ Presentation-level 3D renderings other than conceptual studies to describe design intent or as utilized as part of Mackenzie’s design process. ▪ No Navisworks files or Clashing will be provided or performed. Deliverables shall be PDF and/or hardcopy only. (Revit model RVT files and DWG exports will not be provided.) Revit models and sheets will be created to Mackenzie standards. No formal BIM Execution Plan will be provided. ▪ Disabled access compliance design other than that required by the current editions of the Oregon Structural Specialty Code and the Americans with Disabilities Act - Accessibility Guidelines (ADAAG) for new construction, whichever is more stringent. ▪ Permits other than those identified within the proposal identified above (e.g., early start permits, phase permitting, trade permits, separate demolition permit). ▪ Sustainability certification services. ▪ Construction cost estimating after the Basis of Design Phase (after which selected CM/GC will start providing construction cost estimating services), unless expanded services are selected. ▪ Materials testing/special inspections. ▪ As-built certification to local jurisdiction. ▪ Moving plans. ▪ Graphics and/or signage design, permitting, and related coordination and permitting, beyond code minimum, unless expanded services are selected. ▪ Acoustical engineering design and/or services, unless expanded services are selected. ▪ Marketing materials. ▪ Services to prepare written rebuttal evidence to respond to evidence submitted by opponents of the proposal is not included; if warranted based on the submitted evidence, a specific proposal to prepare written rebuttal evidence and argument will be provided. ▪ Services to file an appeal of the Development Review Commission decision, or to participate in City Council hearing(s) for a third-party appeal, are not included; if an appeal is filed by the applicant or a third-party opponent, a specific proposal for services to support the local appeal process will be provided. Facility tours, unless expanded services are selected. ▪ Tenant Improvement design for shelled retail space. ▪ Structural and architectural design of elevated connection element(s) between the New City Hall and Police Station. ▪ Commissioning and post occupancy evaluation services. ▪ Special inspection services. ▪ Geotechnical services during construction. ▪ Path to Net Zero sustainability services, unless expanded services are selected. ▪ Acoustical Engineering services, unless expanded services are selected. ▪ Audio/Visual Design services, unless expanded services are selected. ▪ Record documents, unless expanded services are selected. ▪ For additional exclusions related to the Scope of Services of our retained consultant(s), refer to their attached proposal(s). IDTask NameDurationStartFinish1Civic Center Shared Tasks288 daysMon 3/20/17Wed 4/25/182Conceptual Civic Center Site Plan & Design Development130 daysTue 7/25/17Tue 1/23/183Civic Center Stakeholder Meeting0 daysTue 7/25/17Tue 7/25/174Civic Center Stakeholder Meeting0 daysTue 9/5/17Tue 9/5/175Civic Center Stakeholder Meeting0 daysTue 10/17/17Tue 10/17/176Civic Center Stakeholder Meeting (Police/Plaza Character Concept Approval)0 daysTue 11/7/17Tue 11/7/177Civic Center Stakeholder Meeting0 daysTue 1/16/18Tue 1/16/188Civic Center Stakeholder Meeting (City Hall Character Concept Approval)0 daysTue 1/23/18Tue 1/23/189Visioning & Public Outreach125 daysTue 8/1/17Tue 1/23/1810Community Stakeholder Meeting (Civic Center Site Diagrams/Precedent Image Review)0 daysTue 8/1/17Tue 8/1/1711Community Stakeholder Meeting (Civic Center Site Refinement/Massing & Plaza Development)0 daysTue 9/12/17Tue 9/12/1712Community Stakeholder Meeting (Police/Plaza Character Refinement)0 daysTue 10/24/17Tue 10/24/1713Community Stakeholder Meeting (City Hall Character/PublicArea Interiors Refinement)0 daysTue 1/23/18Tue 1/23/1814Sustainability Services (Police)137 daysMon 3/20/17Tue 9/26/1715Sustainability Kick-Off Meeting0 daysMon 3/20/17Mon 3/20/1716Eco-Charrette0 daysTue 4/25/17Tue 4/25/1717Life Cycle Cost Analysis4 wksWed 8/30/17Tue 9/26/1718Sustainability Services (City Hall/Civic Center)52 daysWed 8/16/17Thu 10/26/1719Sustainability Kick-Off Meeting0 daysWed 8/16/17Wed 8/16/1720Eco-Charrette0 daysWed 8/23/17Wed 8/23/1721Life Cycle Cost Analysis4 wksWed 8/30/17Tue 9/26/1722Sustainability Advisory Board Meeting0 daysThu 10/26/17Thu 10/26/1723CM/GC Selection Process35 daysThu 3/8/18Wed 4/25/1824Develop CM/GC RFP2 wksThu 3/8/18Wed 3/21/1825Release CM/GC RFP0 daysWed 3/21/18Wed 3/21/1826CM/GC Proposals Due0 daysWed 4/11/18Wed 4/11/1827Proposal Review Meeting0 daysWed 4/18/18Wed 4/18/1828Award CM/GC contract0 daysWed 4/25/18Wed 4/25/1829Police Facility948 daysFri 11/4/16Tue 6/23/20127City Hall/Civic Center1124 daysWed 7/19/17Mon 11/8/21128Phase I - Basis of Design180 daysWed 7/19/17Tue 3/27/18129Notice to Proceed0 daysWed 7/19/17Wed 7/19/17130Basis of Design180 daysWed 7/19/17Tue 3/27/18131Project Kick-Off Meeting0 daysTue 7/25/17Tue 7/25/17132Site Investigation / Existing Conditions 5 daysTue 7/25/17Mon 7/31/17133 Traffic and Parking Survey4 wksWed 7/19/17Tue 8/15/17134 Geotechnical Report6 wksWed 7/19/17Tue 8/29/17135 Survey6 wksWed 7/19/17Tue 8/29/17136Building Program/Adjacency Refinement 50 daysTue 8/1/17Tue 10/10/17137Project Team Meeting0 daysTue 8/1/17Tue 8/1/17138LORA Board 0 daysTue 8/15/17Tue 8/15/17139Project Team Meeting0 daysTue 8/29/17Tue 8/29/17140Project Team Meeting0 daysTue 9/12/17Tue 9/12/17141Project Team Program Approval0 daysTue 9/26/17Tue 9/26/17142LORA Board Program Approval0 daysTue 10/10/17Tue 10/10/17143Conceptual Plan Development30 daysTue 10/24/17Tue 12/5/17144Project Team Meeting0 daysTue 10/24/17Tue 10/24/17145Project Team Meeting0 daysTue 11/7/17Tue 11/7/17146Project Team Meeting0 daysTue 11/21/17Tue 11/21/17147LORA Board 0 daysTue 12/5/17Tue 12/5/17148Conceptual Design Development30 daysTue 12/19/17Tue 1/30/18149Project Team Meeting0 daysTue 12/19/17Tue 12/19/17150Project Team Meeting0 daysTue 1/2/18Tue 1/2/18151LORA Board Concept Approval0 daysTue 1/30/18Tue 1/30/18152Cost Development 5 wksWed 1/31/18Tue 3/6/18153Client Review5 wksWed 1/31/18Tue 3/6/18154City Council Approval0 daysTue 3/27/18Tue 3/27/18155Client Approval to Proceed0 daysTue 3/27/18Tue 3/27/18156Phase II - Schematic Design/Development Review170 daysWed 3/28/18Tue 11/20/18157Schematic Design 56 daysWed 3/28/18Wed 6/13/18158SD Document Development8 wksWed 3/28/18Tue 5/22/18159SD Document Release (30% Complete CDs)0 daysTue 5/22/18Tue 5/22/18160SD Pricing3 wksWed 5/23/18Tue 6/12/18161SD Client Review3 wksWed 5/23/18Tue 6/12/18162VE & Adjustments2 daysTue 6/12/18Wed 6/13/18163Client Approval to Proceed0 daysWed 6/13/18Wed 6/13/18164Development Review Process 170 daysWed 3/28/18Tue 11/20/18165Preliminary Pre-App Meeting0 daysWed 3/28/18Wed 3/28/18166Pre-Application Meeting0 daysTue 4/3/18Tue 4/3/18167Neighborhood Meeting0 daysTue 4/17/18Tue 4/17/18168Neighborhood Meeting0 daysTue 5/15/18Tue 5/15/18169Submit Application0 daysTue 5/29/18Tue 5/29/1817030 Day Completeness4 wksWed 5/30/18Tue 6/26/18171Submit Revisions2 wksWed 6/27/18Tue 7/10/181722nd Round 30 Day Completeness4 wksWed 7/11/18Tue 8/7/1817320-Day Public Notice (Posted by City Planning) 3 wksWed 7/18/18Tue 8/7/18174Development Review Commission Hearing0 daysWed 8/8/18Wed 8/8/18175Development Review Commission Hearing0 daysWed 8/22/18Wed 8/22/18176Development Review Commission Adoption0 daysTue 9/4/18Tue 9/4/18177Appeal Period3 wksWed 9/5/18Tue 9/25/18178Resolution of Appeal (If required)5 wksWed 9/26/18Tue 10/30/18179LUBA Appeal Period3 wksWed 10/31/18Tue 11/20/18180Phase III - Design Development and Bidding Services213 daysWed 9/5/18Fri 6/28/19181Design Development72 daysWed 9/5/18Thu 12/13/18188Construction Documents77 daysFri 12/14/18Mon 4/1/19197Permitting55 daysWed 4/3/19Tue 6/18/19205Bidding62 daysWed 4/3/19Fri 6/28/19219Phase IV - City Hall Construction359 daysWed 6/24/20Mon 11/8/21220City Hall Staff Relocation10 daysWed 6/24/20Tue 7/7/20221Demolition of Existing Building1 monWed 7/8/20Thu 8/6/20222Site Mobilization0 daysThu 8/6/20Thu 8/6/20223Site and Foundation Work5 monsFri 8/7/20Thu 1/7/21224Building Construction11 monsFri 11/20/20Mon 10/25/21225Substantial Completion0 daysFri 9/24/21Fri 9/24/21226Agency Move-In10 daysTue 10/26/21Mon 11/8/21227Project Completion0 daysMon 11/8/21Mon 11/8/217/259/510/1711/71/161/238/19/1210/241/238/168/2310/263/214/114/184/257/197/258/18/158/299/129/2610/1010/2411/711/2112/512/191/21/303/273/275/226/133/284/34/175/155/298/88/229/48/69/24Jul '17Aug '17Sep '17Oct '17Nov '17Dec '17Jan '18Feb '18Mar '18Apr '18May '18Jun '18Jul '18Aug '18Sep '18Oct '18Nov '18Dec '18Jan '19Feb '19Mar '19Apr '19May '19Jun '19Jul '19Aug '19Sep '19Oct '19Nov '19Dec '19Jan '20Feb '20Mar '20Apr '20May '20Jun '20Jul '20Aug '20Sep '20Oct '20Nov '20Dec '20Jan '21Feb '21Mar '21Apr '21May '21Jun '21Jul '21Aug '21Sep '21Oct '21LAKE OSWEGO POLICE, CIVIC CENTER/CITY HALLDESIGN & CONSTRUCTION SCHEDULE (Updated 06/16/17)Project # 2160190.01 IDTask NameDurationStartFinish1Civic Center Shared Tasks288 daysMon 3/20/17Wed 4/25/182Conceptual Civic Center Site Plan & Design Development130 daysTue 7/25/17Tue 1/23/183Civic Center Stakeholder Meeting0 daysTue 7/25/17Tue 7/25/174Civic Center Stakeholder Meeting0 daysTue 9/5/17Tue 9/5/175Civic Center Stakeholder Meeting0 daysTue 10/17/17Tue 10/17/176Civic Center Stakeholder Meeting (Police/Plaza Character Concept Approval)0 daysTue 11/7/17Tue 11/7/177Civic Center Stakeholder Meeting0 daysTue 1/16/18Tue 1/16/188Civic Center Stakeholder Meeting (City Hall Character Concept Approval)0 daysTue 1/23/18Tue 1/23/189Visioning & Public Outreach125 daysTue 8/1/17Tue 1/23/1810Community Stakeholder Meeting (Civic Center Site Diagrams/Precedent Image Review)0 daysTue 8/1/17Tue 8/1/1711Community Stakeholder Meeting (Civic Center Site Refinement/Massing & Plaza Development)0 daysTue 9/12/17Tue 9/12/1712Community Stakeholder Meeting (Police/Plaza Character Refinement)0 daysTue 10/24/17Tue 10/24/1713Community Stakeholder Meeting (City Hall Character/PublicArea Interiors Refinement)0 daysTue 1/23/18Tue 1/23/1814Sustainability Services (Police)137 daysMon 3/20/17Tue 9/26/1715Sustainability Kick-Off Meeting0 daysMon 3/20/17Mon 3/20/1716Eco-Charrette0 daysTue 4/25/17Tue 4/25/1717Life Cycle Cost Analysis4 wksWed 8/30/17Tue 9/26/1718Sustainability Services (City Hall/Civic Center)52 daysWed 8/16/17Thu 10/26/1719Sustainability Kick-Off Meeting0 daysWed 8/16/17Wed 8/16/1720Eco-Charrette0 daysWed 8/23/17Wed 8/23/1721Life Cycle Cost Analysis4 wksWed 8/30/17Tue 9/26/1722Sustainability Advisory Board Meeting0 daysThu 10/26/17Thu 10/26/1723CM/GC Selection Process35 daysThu 3/8/18Wed 4/25/1824Develop CM/GC RFP2 wksThu 3/8/18Wed 3/21/1825Release CM/GC RFP0 daysWed 3/21/18Wed 3/21/1826CM/GC Proposals Due0 daysWed 4/11/18Wed 4/11/1827Proposal Review Meeting0 daysWed 4/18/18Wed 4/18/1828Award CM/GC contract0 daysWed 4/25/18Wed 4/25/1829Police Facility948 daysFri 11/4/16Tue 6/23/2030Preliminary Design463 daysFri 11/4/16Tue 8/14/1831Notice to Proceed0 daysFri 11/4/16Fri 11/4/1632Pre-Design287 daysFri 11/11/16Tue 12/19/1733Project Kick-Off Meeting0 daysMon 11/21/16Mon 11/21/1634Site Investigation / Existing Conditions 30 daysMon 11/21/16Fri 12/30/1638City Hall Seismic Analysis & Material Assessment91 daysFri 11/11/16Tue 3/21/1744Building Program Refinement 1 monMon 12/19/16Tue 1/17/1745Conceptual Plan & Design Development145 daysWed 3/22/17Tue 10/10/1746 Project Team Meeting0 daysWed 3/22/17Wed 3/22/1747 Planning Dept Meeting0 daysFri 3/24/17Fri 3/24/1748 Project Team Meeting (Interiors Discussions)0 daysTue 9/26/17Tue 9/26/1749 Project Team Meeting (Systems Discussion)0 daysTue 10/10/17Tue 10/10/1750Visioning & Public Outreach9 daysThu 4/6/17Wed 4/19/1751 Community Stakeholder Meeting0 daysThu 4/6/17Thu 4/6/1752 Design Charrette0 daysWed 4/19/17Wed 4/19/1753Cost Development 5 wksWed 11/8/17Tue 12/12/1754Client Review5 wksWed 11/8/17Tue 12/12/1755City Council Approval0 daysTue 12/19/17Tue 12/19/1756Client Approval to Proceed0 daysTue 12/19/17Tue 12/19/1757Schematic Design 56 daysWed 12/20/17Wed 3/7/1864Development Review/ODPS Process 230 daysTue 9/26/17Tue 8/14/1880Design Development and Bidding Services213 daysWed 5/30/18Fri 3/22/1981Design Development72 daysWed 5/30/18Thu 9/6/1888Construction Documents77 daysFri 9/7/18Mon 12/24/1897Permitting55 daysWed 12/26/18Tue 3/12/19105Bidding62 daysWed 12/26/18Fri 3/22/19119Phase III - Police Construction349 daysThu 2/21/19Tue 6/23/20120Demolition of Existing Buildings1 monThu 2/21/19Fri 3/22/19121Site Mobilization0 daysFri 3/22/19Fri 3/22/19122Site and Foundation Work5 monsMon 3/25/19Fri 8/23/19123Building Construction11 monsMon 7/8/19Tue 6/9/20124Substantial Completion0 daysMon 5/11/20Mon 5/11/20125Agency Move-In10 daysWed 6/10/20Tue 6/23/20126Project Completion0 daysTue 6/23/20Tue 6/23/20127City Hall/Civic Center1124 daysWed 7/19/17Mon 11/8/21128Phase I - Basis of Design180 daysWed 7/19/17Tue 3/27/18129Notice to Proceed0 daysWed 7/19/17Wed 7/19/17130Basis of Design180 daysWed 7/19/17Tue 3/27/18131Project Kick-Off Meeting0 daysTue 7/25/17Tue 7/25/17132Site Investigation / Existing Conditions 5 daysTue 7/25/17Mon 7/31/17133 Traffic and Parking Survey4 wksWed 7/19/17Tue 8/15/17134 Geotechnical Report6 wksWed 7/19/17Tue 8/29/17135 Survey6 wksWed 7/19/17Tue 8/29/17136Building Program/Adjacency Refinement 50 daysTue 8/1/17Tue 10/10/17137Project Team Meeting0 daysTue 8/1/17Tue 8/1/17138LORA Board 0 daysTue 8/15/17Tue 8/15/17139Project Team Meeting0 daysTue 8/29/17Tue 8/29/17140Project Team Meeting0 daysTue 9/12/17Tue 9/12/17141Project Team Program Approval0 daysTue 9/26/17Tue 9/26/17142LORA Board Program Approval0 daysTue 10/10/17Tue 10/10/17143Conceptual Plan Development30 daysTue 10/24/17Tue 12/5/17144Project Team Meeting0 daysTue 10/24/17Tue 10/24/17145Project Team Meeting0 daysTue 11/7/17Tue 11/7/17146Project Team Meeting0 daysTue 11/21/17Tue 11/21/17147LORA Board 0 daysTue 12/5/17Tue 12/5/17148Conceptual Design Development30 daysTue 12/19/17Tue 1/30/18149Project Team Meeting0 daysTue 12/19/17Tue 12/19/17150Project Team Meeting0 daysTue 1/2/18Tue 1/2/18151LORA Board Concept Approval0 daysTue 1/30/18Tue 1/30/18152Cost Development 5 wksWed 1/31/18Tue 3/6/18153Client Review5 wksWed 1/31/18Tue 3/6/18154City Council Approval0 daysTue 3/27/18Tue 3/27/18155Client Approval to Proceed0 daysTue 3/27/18Tue 3/27/18156Phase II - Schematic Design/Development Review170 daysWed 3/28/18Tue 11/20/18157Schematic Design 56 daysWed 3/28/18Wed 6/13/18164Development Review Process 170 daysWed 3/28/18Tue 11/20/18180Phase III - Design Development and Bidding Services213 daysWed 9/5/18Fri 6/28/19181Design Development72 daysWed 9/5/18Thu 12/13/18188Construction Documents77 daysFri 12/14/18Mon 4/1/19197Permitting55 daysWed 4/3/19Tue 6/18/19205Bidding62 daysWed 4/3/19Fri 6/28/19219Phase IV - City Hall Construction359 daysWed 6/24/20Mon 11/8/21220City Hall Staff Relocation10 daysWed 6/24/20Tue 7/7/20221Demolition of Existing Building1 monWed 7/8/20Thu 8/6/20222Site Mobilization0 daysThu 8/6/20Thu 8/6/20223Site and Foundation Work5 monsFri 8/7/20Thu 1/7/21224Building Construction11 monsFri 11/20/20Mon 10/25/21225Substantial Completion0 daysFri 9/24/21Fri 9/24/21226Agency Move-In10 daysTue 10/26/21Mon 11/8/21227Project Completion0 daysMon 11/8/21Mon 11/8/217/259/510/1711/71/161/238/19/1210/241/238/168/2310/263/214/114/184/259/2610/1012/1912/193/225/116/237/197/258/18/158/299/129/2610/1010/2411/711/2112/512/191/21/303/273/278/69/24Jul '17Aug '17Sep '17Oct '17Nov '17Dec '17Jan '18Feb '18Mar '18Apr '18May '18Jun '18Jul '18Aug '18Sep '18Oct '18Nov '18Dec '18Jan '19Feb '19Mar '19Apr '19May '19Jun '19Jul '19Aug '19Sep '19Oct '19Nov '19Dec '19Jan '20Feb '20Mar '20Apr '20May '20Jun '20Jul '20Aug '20Sep '20Oct '20Nov '20Dec '20Jan '21Feb '21Mar '21Apr '21May '21Jun '21Jul '21Aug '21Sep '21Oct '21LAKE OSWEGO POLICE, CIVIC CENTER/CITY HALLDESIGN & CONSTRUCTION SCHEDULE (Updated 06/16/17)Project # 2160190.01 IDTask NameDurationStartFinish1Civic Center Shared Tasks288 daysMon 3/20/17Wed 4/25/182Conceptual Civic Center Site Plan & Design Development130 daysTue 7/25/17Tue 1/23/183Civic Center Stakeholder Meeting0 daysTue 7/25/17Tue 7/25/174Civic Center Stakeholder Meeting0 daysTue 9/5/17Tue 9/5/175Civic Center Stakeholder Meeting0 daysTue 10/17/17Tue 10/17/176Civic Center Stakeholder Meeting (Police/Plaza Character Concept Approval)0 daysTue 11/7/17Tue 11/7/177Civic Center Stakeholder Meeting0 daysTue 1/16/18Tue 1/16/188Civic Center Stakeholder Meeting (City Hall Character Concept Approval)0 daysTue 1/23/18Tue 1/23/189Visioning & Public Outreach125 daysTue 8/1/17Tue 1/23/1810Community Stakeholder Meeting (Civic Center Site Diagrams/Precedent Image Review)0 daysTue 8/1/17Tue 8/1/1711Community Stakeholder Meeting (Civic Center Site Refinement/Massing & Plaza Development)0 daysTue 9/12/17Tue 9/12/1712Community Stakeholder Meeting (Police/Plaza Character Refinement)0 daysTue 10/24/17Tue 10/24/1713Community Stakeholder Meeting (City Hall Character/PublicArea Interiors Refinement)0 daysTue 1/23/18Tue 1/23/1814Sustainability Services (Police)137 daysMon 3/20/17Tue 9/26/1715Sustainability Kick-Off Meeting0 daysMon 3/20/17Mon 3/20/1716Eco-Charrette0 daysTue 4/25/17Tue 4/25/1717Life Cycle Cost Analysis4 wksWed 8/30/17Tue 9/26/1718Sustainability Services (City Hall/Civic Center)52 daysWed 8/16/17Thu 10/26/1719Sustainability Kick-Off Meeting0 daysWed 8/16/17Wed 8/16/1720Eco-Charrette0 daysWed 8/23/17Wed 8/23/1721Life Cycle Cost Analysis4 wksWed 8/30/17Tue 9/26/1722Sustainability Advisory Board Meeting0 daysThu 10/26/17Thu 10/26/1723CM/GC Selection Process35 daysThu 3/8/18Wed 4/25/1824Develop CM/GC RFP2 wksThu 3/8/18Wed 3/21/1825Release CM/GC RFP0 daysWed 3/21/18Wed 3/21/1826CM/GC Proposals Due0 daysWed 4/11/18Wed 4/11/1827Proposal Review Meeting0 daysWed 4/18/18Wed 4/18/1828Award CM/GC contract0 daysWed 4/25/18Wed 4/25/1829Police Facility948 daysFri 11/4/16Tue 6/23/2030Preliminary Design463 daysFri 11/4/16Tue 8/14/1831Notice to Proceed0 daysFri 11/4/16Fri 11/4/1632Pre-Design287 daysFri 11/11/16Tue 12/19/1733Project Kick-Off Meeting0 daysMon 11/21/16Mon 11/21/1634Site Investigation / Existing Conditions 30 daysMon 11/21/16Fri 12/30/1638City Hall Seismic Analysis & Material Assessment91 daysFri 11/11/16Tue 3/21/1744Building Program Refinement 1 monMon 12/19/16Tue 1/17/1745Conceptual Plan & Design Development145 daysWed 3/22/17Tue 10/10/1746 Project Team Meeting0 daysWed 3/22/17Wed 3/22/1747 Planning Dept Meeting0 daysFri 3/24/17Fri 3/24/1748 Project Team Meeting (Interiors Discussions)0 daysTue 9/26/17Tue 9/26/1749 Project Team Meeting (Systems Discussion)0 daysTue 10/10/17Tue 10/10/1750Visioning & Public Outreach9 daysThu 4/6/17Wed 4/19/1751 Community Stakeholder Meeting0 daysThu 4/6/17Thu 4/6/1752 Design Charrette0 daysWed 4/19/17Wed 4/19/1753Cost Development 5 wksWed 11/8/17Tue 12/12/1754Client Review5 wksWed 11/8/17Tue 12/12/1755City Council Approval0 daysTue 12/19/17Tue 12/19/1756Client Approval to Proceed0 daysTue 12/19/17Tue 12/19/1757Schematic Design 56 daysWed 12/20/17Wed 3/7/1858SD Document Development8 wksWed 12/20/17Tue 2/13/1859SD Document Release (30% Complete CDs)0 daysTue 2/13/18Tue 2/13/1860SD Pricing3 wksWed 2/14/18Tue 3/6/1861SD Client Review3 wksWed 2/14/18Tue 3/6/1862VE & Adjustments2 daysTue 3/6/18Wed 3/7/1863Client Approval to Proceed0 daysWed 3/7/18Wed 3/7/1864Development Review/ODPS Process 230 daysTue 9/26/17Tue 8/14/1865Preliminary Pre-App Meeting0 daysTue 9/26/17Tue 9/26/1766Pre-Application Meeting0 daysThu 12/28/17Thu 12/28/1767Neighborhood Meeting0 daysWed 1/10/18Wed 1/10/1868Neighborhood Meeting0 daysWed 1/24/18Wed 1/24/1869Submit Application0 daysTue 2/20/18Tue 2/20/187030 Day Completeness4 wksWed 2/21/18Tue 3/20/1871Submit Revisions2 wksWed 3/21/18Tue 4/3/18722nd Round 30 Day Completeness4 wksWed 4/4/18Tue 5/1/187320-Day Public Notice (Posted by City Planning) 3 wksWed 4/11/18Tue 5/1/1874Development Review Commission Hearing0 daysWed 5/2/18Wed 5/2/1875Development Review Commission Hearing0 daysTue 5/15/18Tue 5/15/1876Development Review Commission Adoption0 daysTue 5/29/18Tue 5/29/1877Appeal Period3 wksWed 5/30/18Tue 6/19/1878Resolution of Appeal (If required)5 wksWed 6/20/18Tue 7/24/1879LUBA Appeal Period3 wksWed 7/25/18Tue 8/14/1880Design Development and Bidding Services213 daysWed 5/30/18Fri 3/22/1981Design Development72 daysWed 5/30/18Thu 9/6/1888Construction Documents77 daysFri 9/7/18Mon 12/24/1897Permitting55 daysWed 12/26/18Tue 3/12/19105Bidding62 daysWed 12/26/18Fri 3/22/19119Phase III - Police Construction349 daysThu 2/21/19Tue 6/23/20120Demolition of Existing Buildings1 monThu 2/21/19Fri 3/22/19121Site Mobilization0 daysFri 3/22/19Fri 3/22/19122Site and Foundation Work5 monsMon 3/25/19Fri 8/23/19123Building Construction11 monsMon 7/8/19Tue 6/9/20124Substantial Completion0 daysMon 5/11/20Mon 5/11/20125Agency Move-In10 daysWed 6/10/20Tue 6/23/20126Project Completion0 daysTue 6/23/20Tue 6/23/20127City Hall/Civic Center1124 daysWed 7/19/17Mon 11/8/217/259/510/1711/71/161/238/19/1210/241/238/168/2310/263/214/114/184/259/2610/1012/1912/192/133/79/2612/281/101/242/205/25/155/293/225/116/23Jul '17Aug '17Sep '17Oct '17Nov '17Dec '17Jan '18Feb '18Mar '18Apr '18May '18Jun '18Jul '18Aug '18Sep '18Oct '18Nov '18Dec '18Jan '19Feb '19Mar '19Apr '19May '19Jun '19Jul '19Aug '19Sep '19Oct '19Nov '19Dec '19Jan '20Feb '20Mar '20Apr '20May '20Jun '20Jul '20Aug '20Sep '20Oct '20Nov '20Dec '20Jan '21Feb '21Mar '21Apr '21May '21Jun '21Jul '21Aug '21Sep '21Oct '21LAKE OSWEGO POLICE, CIVIC CENTER/CITY HALLDESIGN & CONSTRUCTION SCHEDULE (Updated 06/16/17)Project # 2160190.01 O:\WP\WP Library\ADMIN-GENERAL OFFICE\Rate and Reimbursable Schedules\Reimbursables-PDX.docx January 2014 REIMBURSABLE CHARGES Mackenzie will charge the following standard, cost-based rates for in-house reimbursable items listed below: IN-HOUSE PRINTING Fax Local: $1.00/sheet Long distance: $1.30/sheet Scanning – Black & White Small Format: $0.25/sheet (8-1/2 x 11 - 11 x 17) Large Format: $1.00/sheet (Including Half Size) Scanning – Color Small Format: $0.50/sheet (8-1/2 x 11 - 11 x 17) Large Format: $3.00/sheet (Including Half Size) Bond Copies Black & White: 8-1/2 x 11: $0.10/sheet 11 x 17: $0.50/sheet Color: 8-1/2 x 11: $1.00/sheet 11 x 17: $1.65/sheet Printing – All Sizes Black & White: $0.16/sq. ft. Color: $1.00/sq. ft. OTHER IN-HOUSE REIMBURSABLE ITEMS Digital Photo Documentation $15.00/download Check Generation Fee $25.00 Automobile Mileage Billed according to IRS guidelines Delivery Service Fixed rates: $7.75 to $54.40 (depending on mileage) Data Supplies CD documentation: $15.00 DVD documentation: $30.00 Report Binder Without tabs: $3.00/book With tabs: $4.00/book Foamcore: $4.25/sheet 503.635-0215 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor Members of the City Council FROM: Anne-Marie Simpson, City Recorder City Manager’s Office SUBJECT: Approval of Meeting Minutes DATE: July 11, 2017 MEETING DATE: July 18, 2017 SUGGESTED MOTION Move to approve minutes as written. ATTACHMENTS 1. June 6, 2017, Draft Regular Meeting Minutes 9.1 City Council Regular Meeting Minutes Page 1 of 14 June 6, 2017 CITY COUNCIL REGULAR MEETING MINUTES June 6, 2017 1. CALL TO ORDER Mayor Studebaker called the regular City Council meeting to order at 6:30 p.m. on June 6, 2017, in the City Council Chambers, 380 A Avenue. 2. ROLL CALL Present: Mayor Studebaker and Councilors Gudman, LaMotte, Kohlhoff, Buck, O'Neill, and Manz Staff Present: Scott Lazenby, City Manager; David Powell, City Attorney; Anne-Marie Simpson, City Recorder; Leslie Hamilton, Senior Planner; Shawn Cross, Finance Director Others Present: Frank Bridwell and Malcolm Mathes, Lake Oswego Meals on Wheels Co- Chairs; Carlotta Collette, Metro Councilor _____________________________________________________________________ 3. PLEDGE OF ALLEGIANCE Mayor Studebaker led the Council in the Pledge of Allegiance. 4. PRESENTATIONS 4.1 Lake Oswego Meals on Wheels Board Annual Donation to the City Report Frank Bridwell and Malcolm Mathes, co-chairs of Lake Oswego Meals on Wheels, presented a check to the City in the amount of $68,000. Mayor Studebaker expressed the Council’s appreciation on behalf of the City. 4.2 Metro Councilor Carlotta Collette Councilor Collette updated the Council on a variety of Metro efforts, highlighting items of particular interest to Lake Oswego. With accompanying slides, she provided updates on (1) the Willamette Falls Legacy Project; (2) the most recent Regional Snapshot, including findings ATTACHMENT 1 City Council Regular Meeting Minutes Page 2 of 14 June 6, 2017 indicating progress in the effort to get workers in the region to utilize multi-modal transportation and to locate in walkable communities; (3) recent award of the Regional Flexible Funds, notably the $3 million for work on Highway 43 in West Linn; (4) next steps for transportation, including solicitation of projects for the Regional Transportation Plan and progress on a bill to obtain highway and multi-modal transit funding through the legislature; (5) land use efforts, including passage of House Bill 2095 affording more flexibility between planning cycles, and the historic five-party Stafford Intergovernmental Agreement (IGA) supported by Lake Oswego; (6) Metro’s 2040 planning and development grant program, now to be on an annual cycle; (7) parks and nature, notably the collaborative effort with the City to purchase land in the Stafford area adjacent to the Stevens Meadows Natural Area; (8) Metro staff planning efforts for the Willamette Shore Line trail; (8) efforts to advance equity in greater Portland through the Construction Careers Pathway Project, focusing on opportunity in the building trades; (9) status of the new Convention Center hotel, with construction to begin mid-2017; (10) significant economic impact of Portland’s major performance art venues; and (11) developments at the Oregon Zoo. Councilor Collette addressed City Council members’ questions about opportunity for interim expansions of the urban reserve, and how the process would unfold for release of funds for transportation planning steps as stated in the Stafford IGA. Councilor Gudman noted the need for the County to remember in the next funding cycle the City of Milwaukie’s role in making funds available for the Highway 43 project. Councilor Collette provided additional information on their positive impact. She responded to additional questions about regional transportation issues. Following Councilor Collette’s presentation, Mayor Studebaker asked Ms. Simpson to review the meeting agenda changes for the benefit of the audience. She announced that Appeal 17-03 on LU 16-0048 relating to the property at 1225 Chandler Road had been withdrawn, resulting in a cancelled public hearing referenced on the agenda as Item 9.2. Additionally, the resolution amending the City's Master Fees and Charges, shown on the agenda as Item 9.3, had been revised to remove the Forest Highlands Water District's Rate Changes. A resolution addressing the rate changes will come before the City Council in a public hearing during its July 5 meeting, which will require noticing per the City's Code. As there was no longer a public hearing required on the resolution at this June 6 meeting, it appears as Item 5.7 on the Consent Agenda. However, Councilors LaMotte and Buck had requested that the item be removed from Consent, and it will be considered under Item 6. (Items Removed from the Consent Agenda). She noted that the Council had received an eComment on Resolution 17-27, but as the comment addressed the water rate changes, it will be included in the City Council's July 5 agenda packet. Mayor Studebaker reviewed the content of the Consent Agenda, citing Items 5.1 through 5.6. 5. CONSENT AGENDA – For Full Council Approval Motion: Move to adopt the Consent Agenda. 5.1 Approval of Meeting Minutes 5.1.1 April 18 2017, Regular Meeting Minutes 5.1.2 May 2, 2017, Regular Meeting Minutes City Council Regular Meeting Minutes Page 3 of 14 June 6, 2017 5.1.3 May 16, 2017, Regular Meeting Minutes Motion: Move to approve minutes as written. Report and Attachments 5.2 Resolution 17-13, A Resolution of the City Council of the City of Lake Oswego Approving the Update of the City of Lake Oswego Emergency Operations Plan Motion: Move to adopt Resolution 17-13. Resolution and Plan 5.3 Resolution 17-26, A Resolution of the City Council of the City of Lake Oswego Authorizing the Mayor to Execute a Memorandum of Agreement with the City of Tigard and North Clackamas County Water Commission, and Confirming its Intent to Negotiate Terms and, if Successful, Execute an Intergovernmental Cooperative Agreement Granting Use of the Partnership's Remnant Water Transmission Pipeline Segments for an Emergency Water Supply to NCCWC's Member Entities, and Addressing Management and Operation of this Emergency Water Supply System. Motion: Move to adopt Resolution 17-26. Report and Attachment 5.4 Resolution 17-29, A Resolution of the City Council of the City of Lake Oswego Authorizing an Intergovernmental Agreement with the Alto Park Water District Continuing Fire and Emergency Medical Services for Fiscal Years 2017-2018 through 2021-2022 Motion: Move to adopt Resolution 17-29. Report and Attachment 5.5 Resolution 17-31, A Resolution of the City Council of the City of Lake Oswego Declaring a Public Necessity to Acquire a Permanent Utility Easement at 15875 Boones Ferry Road (Boones Ferry Road Project) Motion: Move to adopt Resolution 17-31. Report and Attachments 5.6 Resolution 17-33, A Resolution of the City Council of the City of Lake Oswego Adjusting the Budget for the Fiscal Year Commencing July 1, 2016 by Transferring Certain Appropriations. City Council Regular Meeting Minutes Page 4 of 14 June 6, 2017 Motion: Move to adopt Resolution 17-33. Report and Attachment END CONSENT AGENDA Councilor Gudman moved the adoption of all of the items on the Consent Agenda identified. Councilor Manz seconded the motion. A voice vote was held, and the motion passed, with Mayor Studebaker and Councilors Gudman, LaMotte, Kohlhoff, Buck, O'Neill, and Manz voting ‘aye’. (7-0) 6. ITEMS REMOVED FROM THE CONSENT AGENDA 5.7 Resolution 17-27, A Resolution of the City Council of the City of Lake Oswego Amending the Master Fees and Charges Schedule Relating to Transportation System Development Charges and Planning Department Fees Resolution and Exhibits Mayor Studebaker invited Councilors LaMotte and Buck, who had requested removal of this item from the Consent Agenda, to initiate discussion. Councilor LaMotte discussed the background of Council’s earlier review and decision to enact the revised transportation system development charges (SDCs). His concern focused on gaining a better understanding of the new rates and their economic impact on all businesses. The City needs to be sure it is fair from an economic development standpoint, especially in terms of retaining local businesses; possible unintended consequences of the new rates must be considered. He asked Council to consider further discussion before implementing the transportation SDC changes. Councilor Buck expressed concerns about the limited level of detail provided to Council prior to their adoption of the transportation SDC changes, particularly in relation to impacts on commercial development. The information now provided (Exhibit D to the Resolution) indicated large change for businesses. Council should ensure that these fees are set in a way that allows Lake Oswego to attract the kind of smaller local businesses that citizens appreciate in new developments. As currently set, he is concerned that such businesses may be priced out of the market. He asked that Staff provide a report prior to the July 1 effective date so that Council could consider how the changes compare to other jurisdictions and the types of businesses those jurisdictions are attracting. Councilor Kohlhoff emphasized that they were talking about new commercial construction. She discussed the need for transportation to precede development. Issues of congestion and other impacts of new businesses, as well as the long list of deferred transportation projects, will be addressed at high cost. However, Council must recognize that these businesses are impactful; it is not unfair that they pay the fees, she indicated. While low entry cost is advantageous in terms of economic development, Council must recognize that severe congestion will have negative effects on the businesses, counterbalancing the advantage of lower SDCs. City Council Regular Meeting Minutes Page 5 of 14 June 6, 2017 Councilor Gudman acknowledged that the charges are significant, but stated that Council had indeed had the information on commercial categories and calculations available when the resolution was adopted in February. Councilor O'Neill noted that he did not recall discussion of SDC amounts on the scale of these. He described concerns about adverse impacts to the businesses and to the community if the full burden of road issues was placed on a handful of businesses, especially the unique ones desired by citizens. Councilor LaMotte described examples of various types of businesses and the related impacts of transportation SDCs, along with other fees and charges. He emphasized the need for Council to further explore the right balance for Lake Oswego in terms of economic development. After further discussion to clarify his purpose and frame a motion, Councilor Buck moved to defer a vote on Resolution 17-27 until the June 20 Council meeting and to direct Staff to bring alternative resolutions to Council on June 20, including options that either repeal or delay the effective date of the previously-adopted transportation SDCs. Councilor O'Neill seconded the motion. Councilor Gudman initiated discussion of the background of Council’s approach to the transportation SDCs as currently adopted. Additional input was offered by Councilors LaMotte, O’Neill, and Buck. Councilor Buck noted that the motion was intended only to enable Council to receive additional information and have a more robust discussion. A roll call vote was held, and the motion passed, with Mayor Studebaker and Councilors LaMotte, Buck, O'Neill, and Manz voting ‘aye’. Councilors Gudman and Kohlhoff voted ‘no’. (5-2) Mr. Lazenby affirmed that Staff would return on June 20 with the resolution to provide for delay, but suggested that Council’s more robust discussion be held at one of the July meetings. This would allow Staff time to develop additional options for consideration. 7. CONSENT AGENDA – For City Councilors' Approval 7.1 Resolution 17-17, A Resolution of the City Councilors of the City of Lake Oswego Approving Appointments to the Planning Commission Report and Attachment Councilor Gudman moved to adopt Resolution 17-17. Councilor LaMotte seconded the motion. A voice vote was held, and the motion passed, with Councilors Gudman, LaMotte, Kohlhoff, Buck, O'Neill, and Manz voting ‘aye’. (6-0) 8. CITIZEN COMMENT No Citizen Comment was offered. City Council Regular Meeting Minutes Page 6 of 14 June 6, 2017 8.1 Prior Citizen Comment Follow-Up Mr. Lazenby reported that Council had received a memo from the Planning Director regarding circumstances of the tree removal on Douglas Circle that had been the subject of a citizen comment in May. He indicated that the tree removal was permitted for construction of a new home that met City standards, although fewer trees were permitted for removal than requested. 9. PUBLIC HEARINGS 9.1 Appeal 17-01/LU 16-0053, From a Decision by the Development Review Commission Approving a Minor Variance Reducing the Front Yard Setback from 25 feet to 20 feet and a Residential Infill Design Approval Reducing the Rear Yard Setback from 30 feet to 10 feet at 2101 Goodall Court. Report and Exhibits A - D Exhibits C1 and C2 Approved Minutes Exhibits E - G Review of Hearing Procedure Mr. Powell read the title of this land use decision. He introduced the public hearing with background on the City Council’s role in this appeal of a quasi-judicial matter, followed by a review of specific limitations related to testimony and evidence, and other parameters for the hearing. In discussing Council members’ ex parte disclosure requirements, he described a “Citizen’s View” article by Peter Wright in opposition to the Development Review Commission (DRC) decision that had appeared in the June 1 Lake Oswego Review. He asked if any Councilors had read the article; Councilors Gudman and LaMotte indicated that they had done so. Mr. Powell asked if, beyond reading of the article, any Council member wished to declare any ex parte contacts or issues with relation to bias or conflicts of interest. Councilor LaMotte stated that he had had informal discussions with board members of the neighborhood association on a couple of occasions in 2016; he also had received an email report from the neighborhood association sent to the DRC a couple of days prior to the DRC meeting, he had attended the DRC meeting where the decision was made, and had visited the site. Councilor O'Neill advised that he has had a working relationship for many years with the architect who would be speaking on behalf of the applicant. He indicated that he did not feel this would affect his ability to make a decision based on the evidence and the criteria. There being no other reports of ex parte contacts, Mr. Powell asked if any member of the audience wished to challenge any City Council member’s right to consider the application. No challenges were heard. He outlined the hearing process and parameters, including time limits for testimony. Staff Report Ms. Hamilton indicated that this hearing to consider the appeal of the DRC decision would include key elements of the Council Report and Exhibits, also illustrated with a PowerPoint presentation. City Council Regular Meeting Minutes Page 7 of 14 June 6, 2017 The applicant's request consisted of (1) a Minor Variance to reduce the front yard setback from 25 feet to 20 feet; (2) a Residential Infill Design (RID) variance to reduce the rear yard setback from 30 feet to 10 feet; and (3) the removal of 10 trees to construct the dwelling. A key point, she noted, is that while the property appears to be a corner lot, it does not actually meet the definition of this term as specified in City code; it is precluded because one frontage (Goodall Court) is on a private, rather than public, street. The effect of the request is to orient the house as if it were a corner lot. After highlighting background of the site and discussing photos, she summarized the points of opposition heard in the course of preparing the Council Report and in the DRC hearing: The dwelling size is not proportional to the lot size; the setback variances allow the house size to increase by 40%; the dwelling will be “on top” of neighbors’ homes. Other concerns include the location of the “front” of the house, separation of homes, and the distance from the dwelling to Goodall Road. She discussed in detail a graphic (Council Report, p 3) comparing the site plans under the existing zone standard and under treatment as a corner lot with the proposed plan. Next she reviewed the applicable sets of criteria for approval, discussing first the front setback reduction under four Minor Variance criteria, as detailed in the Council Report. The three RID Exception criteria and the related analysis, documented in the Council Report, were described in detail. A rendering of the Goodall Court streetscape was displayed to illustrate the proposed dwelling in proximity to the abutting property. Tree removal issues were described, with Ms. Hamilton noting that Staff had recommended approval of nine of the requested 10 tree removals. She outlined conditions of approval identified by both the DRC and Staff and confirmed that the DRC’s decision to approve was subject to these conditions, as shown in the March 29, 2017, staff report. She then reviewed the appellant's appeal points, which conveyed that: (1) The decision is detrimental to the Forest Highlands Neighborhood character. (2) The variance is inconsistent with the neighborhood association’s survey results. (3) The variance establishes a precedent opposite of the work of the neighborhood association that is underway. She outlined the DRC’s findings in relation to these points and concluded with decision options available to Council (Council Report, p 2-4). Finally, she noted the City’s need to comply with the 120-day limit for the decision. Questions of Staff Councilor Kohlhoff asked if any of the testimony in the record had been presented by neighbors who were not residents of one of the 26 properties within 300 feet of the site. Ms. Hamilton indicated that most were within the 300 feet. Councilor Kohlhoff observed that it appeared the pattern of development had been examined mostly with emphasis on orientation of the dwelling. She asked if other factors, such as construction details or styles, had been raised and shown in the record. Ms. Hamilton explained that an applicant for a RID variance was required to submit a photo survey of the properties within 300 feet, and this became part of the record. The City considers the look as one aspect of the pattern of development. In this case they found a very eclectic mix that had developed over time. Councilor LaMotte made note of the Forest Highlands Neighborhood planning process that is underway. He asked for clarification of the DRC’s finding that the front yard setback of a dwelling that met the zone standard would more negatively impact the streetscape than the reduced setback of the proposed dwelling. Ms. Hamilton confirmed this and responded to additional related questions and comments. City Council Regular Meeting Minutes Page 8 of 14 June 6, 2017 Councilor Buck requested information about measurement of the setback from Goodall Road to the dwelling as proposed. Ms. Hamilton noted that, given the 6.5-foot dedication along Goodall Road, the house would be set back 20 feet from the property line at the inside edge of the pathway, but 40 feet from the edge of the Goodall Road pavement. Testimony of Applicant Curtis Olson, Olson Group Architects, 17150 SW Upper Boones Ferry Road, Durham, noted that he represented the property owner wishing to build the house. He provided background from the time of the owner’s purchase, including their efforts to find a solution that would allow for the desired north-south house orientation. He clarified that their request was not for approval of a house larger than allowed by code; their proposal met code requirements for lot coverage, floor area ratio, and height. Instead, they were proposing a different way to configure the house on the site, which they believed would provide a more compatible solution than the building envelope of a code-compliant dwelling. He outlined aspects of the proposed design and the requested variances with regard to neighborhood impacts; these included benefits to the Goodall Road streetscape and to proximity of active/inactive space for the homeowner to the west. Bruce Goldson, Theta, LLC, P.O. Box 1345, Lake Oswego, discussed engineering concerns that had been identified. He noted that the property was developed before adoption of new stormwater code, describing their efforts to address the poor infiltration rate with a viable solution. In relation to sight distance at the Goodall Road/Goodall Court intersection, he noted that the driveway orientation met code requirements. Based on the allowed speed on Goodall Road, it would meet standards for stopping sight distance. Testimony of Appellant Gary Willihnganz, 13068 Knaus Road, representing the Forest Highlands Neighborhood Association (FHNA), asked that Council uphold consistency in development codes and reject the request for setback reductions in order to construct a larger, more natural-looking home. The FHNA objects to unnecessary code concessions that change the character of the neighborhood. Highlighting concerns about the inappropriate R-7.5 zoning in the development code, he outlined specific objections regarding this development, including neighborhood impacts from excessive size of the proposed dwelling, setbacks outside the standard, inconsistency with nearby development that had been done without need for variances, and improper consideration as a corner lot. In addition to 26 neighbors’ objections to the DRC decision, he cited the recent FHNA survey that identified neighborhood preferences for development; the proposed project was in conflict with these, he indicated. The FHNA also is now actively engaged with the City in the neighborhood planning process in order to address their concerns related to R-7.5 zoning and the related setbacks. In concluding, he reviewed key aspects of the proposed development that would negatively impact the neighborhood character, advising Council that a dwelling in compliance with code would benefit the look and feel of the neighborhood without establishing a new precedent on setback variances. In response to questions from Councilors Gudman and Kohlhoff, Mr. Willihnganz provided clarification and other information about the neighborhood’s preference for a compatible home that can be built within current code requirements. City Council Regular Meeting Minutes Page 9 of 14 June 6, 2017 Other Testimony Chris Robinson, 14000 Goodall Road, described his background with the FHNA, focused on addressing adverse impacts of the R-7.5 zoning and preserving neighborhood character. He asked Council to give deference to what Forest Highlands residents want, rather than to maximizing economic return to a developer or other person seeking to build a big house. To approve the proposed variances would be to compound the injustice of the R-7.5 zoning, he opined; neighbors are also very concerned by the precedent that would be set. He challenged the applicant’s claim that a code-compliant house of the desired size would look strange and indicated that Council should weigh the need to prioritize interests of the neighborhood over the applicant’s economic interest. Councilor O'Neill asked if the neighborhood response was the result of opposition to availability of the RID variance process itself. Mr. Robinson indicated that was not his point; Council should consider the matter in the context of the bad hand dealt to the neighborhood and the precedent that would be set by affirming the DRC decision. In responding to a question from Councilor Manz, he supplied background on the R-7.5 zoning that had been in place since the mid-1980s. Julie Bryan, 2112 Goodall Court, indicated that the DRC decision-making process seemed biased, based on an assumption that the proposed dwelling was architecturally preferable to one that could be built in compliance with the zone standards. Setbacks were known at the time the owner purchased the property, she noted. Discussing the high priority of neighborhood character to Forest Highlands residents, she stated that the setback changes proposed for this project are not compatible with the low-density residential zoning referenced in City and County Comprehensive Plans nor with the vision of Forest Highlands. Another concern is a safety issue resulting from more recent development on the north side of her street: Auto and bicycle access to and from Goodall Court has become more dangerous and more sight distance is needed, not less. Finally, she contrasted the majority of homes on the street, averaging about 2,600 square feet, with the recently-developed and proposed ones, both much larger. Lucas Anissian, 13056 Knaus Road, expressed a concern he had heard from many neighbors about the dark “alley” that would be created between two large houses as a result of the proposal. Most importantly, neighbors do not believe the development would suit that area. The City’s variance process concerns him; he indicated that the code should not be bypassed without first obtaining approval of neighbors for a variance. He cautioned the Council about setting a precedent with approval of this development and emphasized the importance of listening to neighborhood concerns. David Spurr, 13286 Goodall Road, expressed concern about removal of nine of the 10 trees on the property. He requested that this decision be revisited, particularly with regard to the three trees along the sidewalk on the north side. He also challenged treatment of the property as a corner lot when it does not meet the necessary criteria; it does not stand to reason that residents of the private road should suffer the adverse impacts of the setback decision. His greatest concern is about rule making and precedent. The variance process should be available when circumstances change, he opined. In this case there have been no such changes since the City Council Regular Meeting Minutes Page 10 of 14 June 6, 2017 applicant bought the property. Setting a precedent here will lead to more variances. The City has a process for changing standards such as setbacks; that is the proper approach, he noted. Sam Taylor, 13170 Thoma Road, conveyed his concern about setting a precedent and the related effects. He noted that the codes are set to be adhered to; the applicant was aware of the codes when he bought the property. Council should think carefully about affirming the DRC’s decision over the objections of so many neighbors, he indicated. Applicant's Rebuttal Mr. Olson reiterated two points: (1) The proposed dwelling is not larger than is allowed by code. It is configured in a way that they believe is better suited to the lot and to the neighborhood. (2) As the result of the 6.5-foot dedication at the time of partition, the front property line is 6.5 feet farther from the roadway than the adjacent properties; the proposed dwelling would not actually be closer to the street than these properties. Finally, he confirmed that the proposal was for a 4,038-square-foot dwelling that would be better than one for a code-compliant building envelope. Mayor Studebaker closed the public hearing. Councilor LaMotte moved to deny the petition and remand it back to the Development Review Commission to resolve changing the plan to fit the zoning. Councilor Kohlhoff seconded the motion. Mr. Powell noted that if Council chose to remand the decision, the 120-day rule would require the City to make a final decision by June 19. The remand option would only work if the applicant agreed to waive the 120-day rule. The applicant indicated that he was not willing to waive the rule. Councilor LaMotte withdrew his motion. Councilor LaMotte moved to deny the petition based on the zoning request. Councilor Kohlhoff seconded the motion. Councilor LaMotte discussed a variety of issues related to the applicant’s proposal and reasons for the motion. Approval of the proposed design would set a bad precedent, he stated. The architect has demonstrated his ability to create a good design and there is ample square footage to work with; he should revise the plan to work within the standards and also work with the neighborhood. To approve the proposal would be moving in the wrong direction. The FHNA has been fighting long enough, he opined. Council needs to support them, both on this decision and with the neighborhood plan that is being developed. Councilor Buck expressed his agreement with Councilor LaMotte’s observations, but noted that he did not believe this was the right forum for addressing many of the concerns. Mayor Studebaker noted that the proposed house was no bigger than it would be otherwise. He did not perceive the variances as being substantial and found the house suitable for the lot. The DRC decision was not substantively incorrect and not problematic enough to overturn the decision, in his view. City Council Regular Meeting Minutes Page 11 of 14 June 6, 2017 Councilor Gudman asked about any potential effect on future development of this lot if a zoning change was adopted as part of a neighborhood plan. Councilor O'Neill noted that if it were to be designated anything other than R-7.5, it would become a non-conforming lot. Councilor LaMotte clarified that his primary concern was about going in the wrong direction in terms of density. He reiterated the need to make the right decision now and to maintain the neighborhood character. Brief discussion followed, with Councilor Buck emphasizing that Council must follow the criteria applicable to approval or denial of the variance. He acknowledged the neighborhood’s concerns and active involvement; however, the issue before Council was based on the criteria, which supported upholding the DRC decision, he indicated. Councilor Manz expressed empathy with the neighbors’ testimony on the importance of maintaining neighborhood character. Their key issue of the unsuitable R-7.5 zoning, however, could not be ruled on by Council in this proceeding, she noted; Council must consider the particular criteria, and she would not be voting in favor of the motion under discussion. Councilor Kohlhoff requested clarification that, under the RID review standards, the Council was to consider size of the dwelling as an element of the pattern and character of development. Mr. Powell discussed the related standard (Exhibit B-1) and indicated that size was one of the factors that could be considered in making a determination. He affirmed Councilor Kohlhoff’s observation that there were, then, legal standards of pattern and character. Mayor Studebaker called for a vote. In brief additional discussion, the purpose of the motion was clarified as overturning the DRC decision and denying the application. A roll call vote was held, and the motion failed, with Councilors LaMotte and Kohlhoff voting ‘aye’. Mayor Studebaker and Councilors Gudman, Buck, O’Neill, and Manz voted ‘no’. (2-5) Councilor Buck moved to affirm the Development Review Commission’s decision and approve LU 16-0053 as conditioned. Councilor Gudman seconded the motion. A roll call vote was held, and the motion passed, with Mayor Studebaker and Councilors Gudman, Buck, O'Neill, and Manz voting ‘aye’. Councilors LaMotte and Kohlhoff voted ‘no’. (5-2) Mr. Powell noted that this was a tentative decision of the Council, to be finalized upon adoption of the findings and conclusions. He asked if the applicant was willing to extend the 120-day rule to June 20 to allow the Council to adopt the findings and conclusions at its regular meeting. Mr. Olson responded that he was willing to do so. 9.2 Appeal 17-03/LU 16-0048, A Decision by the Development Review Commission Approving a Two-parcel Minor Partition at 1225 Chandler Road The appeal was withdrawn on June 5, 2017, and this item was not considered. City Council Regular Meeting Minutes Page 12 of 14 June 6, 2017 9.3 Resolution 17-27, A Resolution of the City Council of the City of Lake Oswego Revising Fees and Charges relating to Transportation System Development Charges; Water Rates in Unincorporated Former Forest Highlands Water District; Planning Department Fees Resolution 17-27 was amended, placed on the Consent Agenda, and then considered under Agenda Item 6. Items Removed from the Consent Agenda. 9.4 Resolution 17-28, A Resolution of the City Council of the City of Lake Oswego Adjusting the Budget for the Fiscal Year Commencing July 1, 2016 by Adopting a Supplemental Budget, Approving Resources/Requirements, and Making Appropriations. Resolution 17-22, A Resolution of the City Council of the City of Lake Oswego Certifying that the City of Lake Oswego is Eligible in the Fiscal Year 2017-18 for State-Shared Revenues (Cigarettes, Liquor and Highway Taxes) Because it Provides Four or More Municipal Services. Resolution 17-23, A Resolution of the City of Lake Oswego Declaring the City of Lake Oswego's Election to Receive State Revenues in Fiscal Year 2017-18. Resolution 17-24, A Resolution of the City Council of the City of Lake Oswego Adopting the City of Lake Oswego Capital Improvement Plan FY2017/18 - 2022/23 Resolution 17-21, A Resolution of the City Council of the City of Lake Oswego Adopting the City of Lake Oswego Budget for the Fiscal Year Commencing July 1, 2017, Making Appropriations, Levying Ad Valorem Taxes, and Classifying the Levy Pursuant to Section 11b, Article XI of the Oregon Constitution. Report and Attachments Report and Attachment Resolution 17-28 Staff Report Mr. Cross explained the purpose of the supplemental budget as detailed in the Council Report. He noted that the amount of the adjustment necessitates the public hearing. The reason Council was presented with two supplemental budgets at this time was that the smaller one, adopted as part of the Consent Agenda, was found necessary after the initial supplemental budget was noticed to the public. He highlighted the other items before Council in the hearing, described in the accompanying Council Report and attachments. Councilor Gudman requested that the Capital Improvement Plan (CIP) include dollar amounts associated with pathway projects identified for this year. He asked that the final edition of the CIP be footnoted to identify the three projects approved by the Budget Committee. He also asked that in 2019 when the updated Pavement Condition Index (PCI) survey is received, the CIP include the dollar amounts required to achieve a PCI of 84. In brief discussion, Mr. Lazenby City Council Regular Meeting Minutes Page 13 of 14 June 6, 2017 agreed that this could be included in 2019 if the PCI survey is received, and otherwise in the actual year of the survey. Testimony Mayor Studebaker called for testimony on any of the resolutions. No testimony was offered, and Mayor Studebaker closed the hearing. Councilor Gudman moved to adopt Resolution 17-28, Resolution 17-22, Resolution 17-23, Resolution 17-21, and Resolution 17-24. Councilor Manz seconded the motion. Questions of Staff Councilor Buck asked why removal of invasive species in the right of way, as opposed to other maintenance items, involved Council approval through the Budget Committee process. Mr. Lazenby differentiated this item from routine street maintenance. With regard to the gateway project, he confirmed that Council would be approving additional funding beyond the $275,000 already allocated. Councilor Buck raised a question about the funding that had been approved for turf on Waluga fields. Mr. Lazenby indicated that Staff would be coordinating contributions from sports and/or other outside organizations to supplement City monies, as discussed. A voice vote was held, and the motion passed, with Mayor Studebaker and Councilors Gudman, LaMotte, Kohlhoff, Buck, O'Neill, and Manz voting ‘aye’. (7-0) 10. INFORMATION FROM COUNCIL Councilor Gudman thanked staff members of the City Recorder's office for their work hosting the Clackamas Cities Association Dinner in May. He distributed a summary of the transportation package that was a topic at the recent Clackamas County Coordinating Committee meeting. The latest update indicated that, if the proposed package were to pass, increasing amounts would flow to the City annually over a 10-year-period, initially at about $700,000, up to $1.7-$1.8 million by Year 10. This was a first-time proposal by the State, in contrast to the City’s long-term approach through its CIP, he observed. Councilor Buck reminded Council members of a study session held about two years earlier on residents’ use of the public right of way, including reasons, related issues, and potential solutions. He asked about any progress made or steps forward that were contemplated. Mayor Studebaker indicated that the topic would be scheduled on a Council agenda in the near future. Mr. Lazenby added that the City’s continuing experience with D Avenue would be providing guidance, as would the further development in older neighborhoods; this information would be brought to Council, he indicated. Councilor Manz announced that the Tourism Advisory Committee had completed their tasks for this cycle's funding. They will consider moving to a funding cycle that better aligns with the City's budget process in future years, she reported. 11. REPORTS OF OFFICERS City Council Regular Meeting Minutes Page 14 of 14 June 6, 2017 No reports were made. 12. ADJOURNMENT Mayor Studebaker adjourned the meeting at 9:20 p.m. Respectfully submitted, Anne-Marie Simpson, City Recorder APPROVED BY THE CITY COUNCIL: ON __________________ Kent Studebaker, Mayor 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor Members of the City Council FROM: David Powell, City Attorney SUBJECT: Declaring a Public Necessity to Acquire a Temporary Construction Easement and Exercise the Power of Eminent Domain at 16354 Boones Ferry Road for the Boones Ferry Road Improvement Project DATE: July 18, 2017 ACTION Adopt Resolution 17-44 declaring the public necessity to acquire an additional temporary construction easement on property at 16354 Boones Ferry Road (the Lake Grove Shopping Center) for the Boones Ferry Road Improvements Project and authorize eminent domain proceedings if necessary. Attached Resolution 17-44 approves the seventh submittal of acquisitions for this project. The City Council has previously provided similar authorizations for forty-seven properties within the project boundaries by the following Resolutions: • Resolution 16-40 - approved October 4, 2016 (15 properties) • Resolution 16-66 - approved December 6, 2016 (8 properties) • Resolution 17-04 - approved January 3, 2017 (15 properties) • Resolution 17-09 - approved February 7, 2017 (9 properties) • Resolution 17-16 – approved May 2, 2017 (1 utility easement) • Resolution 17-31 – approved June 5, 2017 (1 utility easement) SUGGESTED MOTION Move to adopt Resolution 17-44. INTRODUCTION/BACKGROUND The Boones Ferry Road Improvements Project team is progressing toward final design work and the acquisition of right-of-way and easements needed to construct the project improvements. The acquisition effort entails notifying affected property owners that the City will be acquiring right-of-way and easements as well as addressing impacts such as the loss of parking, relocation of signs, etc. Appraisals will then be done followed by formal offers to each of the property 9.2 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city owners based on these appraisals. The City has hired the right-of-way acquisition firm, Universal Field Services, to conduct this process. Prior to initiating this property acquisition process, State law requires that the City must adopt a resolution authorizing acquisition and condemnation. DISCUSSION Most of the Boones Ferry Project will be constructed within the existing public right of way. However, due to the roadway being widened, the City will need to acquire right of way, permanent easements, and temporary construction easements along the length of the project. As stated in the attached memorandum from Project Engineer Stacy Bluhm, project staff throughout the preliminary design process have taken concerted steps to minimize impacts to properties and the amount of right of way and easements needed while fulfilling essential project goals. As part of the property acquisition process, efforts will be made to negotiate voluntary agreements with property owners. Nevertheless, it is possible that circumstances could arise requiring the City to use its condemnation authority to ensure that the project stays on schedule and that the public pays a fair price for an easement or property interest. The initial steps for property acquisition include obtaining an appraisal to determine the amount of fair compensation, followed by offers to property owners. Having a resolution in place that authorizes condemnation where necessary, helps to ensure that the appraisal and negotiation phases of the process will qualify as required steps under Oregon condemnation law in the event that negotiations are unsuccessful. The attached Resolution 17-44 accomplishes the following: • Declares that the acquisition of property for the Boones Ferry Project is necessary and serves a public purpose; • Declares that the Project improvements have been planned, designed, located, and will be constructed in a manner that will be most compatible with the greatest public good and the least private injury; • Authorizes negotiations for the acquisition of property interests for certain properties within the Project; and • Authorizes eminent domain proceedings in the event that property agreements are not reached. This Resolution addresses an additional temporary construction easement needed for the property at 16354 Boones Ferry Road (the Lake Grove Shopping Center). The City Council previously authorized right-of-way dedication and a temporary construction easement for this property on February 7, 2017, but it is now recognized that an additional temporary construction easement along the Bryant Road side of this property is needed. Page 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city RECOMMENDATION Adopt Resolution 17-44, declaring the intent and necessity to acquire a temporary construction easement for the at 16354 Boones Ferry Road for the Boones Ferry Road Project and authorizing eminent domain proceedings if necessary. ATTACHMENTS 1. Memorandum from Project Engineer Stacy Bluhm 2. Resolution 17-44 including Attachment 1 – Legal Description and Map Depicting Temporary Construction Easement Needs for the Boones Ferry Road Project TO: Kent Studebaker, Mayor Members of the City Council CC: David Powell, City Attorney FROM: Stacy Bluhm, Project Engineer Engineering SUBJECT: Boones Ferry Road Project Easement Acquisition DATE: July 18, 2017 As stated in Resolution 17-44, the Boones Ferry Road Project public improvements are to be planned, designed, located, and constructed in a manner that will be most compatible with the greatest public good and the least private injury. In conjunction with the Boones Ferry Road and Bryant Road street and utility improvements, we find that it will be necessary to regrade the driveway on Bryant Road for the 16354 Boones Ferry Road property. We will also need to remove and replace a portion of the public sidewalk along their Bryant Road frontage. The purpose of this memorandum is to confirm that we are building the necessary street and utility improvements while minimizing impacts to the adjacent property. We continue to refine our design to be certain that we will construct high quality public improvements while ensuring that we are meeting the needs of the adjacent properties and minimizing impacts to those properties as best we can. ATTACHMENT 1 Page 2 of 2 Resolution 17-44 Page 1 of 2 RESOLUTION 17-44 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE OSWEGO DECLARING A PUBLIC NECESSITY TO ACQUIRE A TEMPORARY C0NSTRUCTION EASEMENT AND EXERCISE THE POWER OF EMINENT DOMAIN AT 16354 BOONES FERRY ROAD (BOONES FERRY ROAD PROJECT) WHEREAS, City of Lake Oswego may exercise the power of eminent domain pursuant to The Lake Oswego Charter of 1964 as amended, and the law of the State of Oregon generally, when the exercise of such power is deemed necessary by the City’s governing body to accomplish public purposes for which City has responsibility; WHEREAS, City has the responsibility of providing safe transportation routes for commerce, convenience and to adequately serve the traveling public; WHEREAS, the project or projects known as either BOONES FERRY ROAD or BOONES FERRY RD: OAKRIDGE RD/REESE RD - MADRONA ST (ODOT Key No 18809) are within the recited City responsibility and have been planned in accordance with appropriate engineering standards for the construction, maintenance or improvement of transportation infrastructure such that property damage is minimized, transportation promoted, and travel safeguarded; and WHEREAS, to accomplish the project or projects set forth above it is necessary to acquire the temporary construction easement described in “Attachment 1,” attached to this resolution and by this reference incorporated herein; NOW, THEREFORE BE IT HEREBY RESOLVED by City of Lake Oswego Council: Section 1. The foregoing statements of authority and need are, in fact, the case. The project or projects for which the property is required and is being acquired are necessary in the public interest and will serve a necessary public purpose, and the same have been planned, designed, located, and will be constructed in a manner which will be most compatible with the greatest public good and the least private injury; Section 2. The power of eminent domain is hereby exercised with respect to the temporary construction easement described in Attachment 1. This property is acquired subject to payment of just compensation and subject to procedural requirements of Oregon law; Section 3. The City’s staff and the City’s legal counsel are authorized and requested to attempt to agree with the owner and other persons in interest as to the compensation to be paid for the temporary construction easement, and, in the event that no satisfactory agreement can be reached, to commence and prosecute such condemnation proceedings as may be necessary to finally determine just compensation or any other issue appropriate to be determined by a court in connection with the acquisition. This authorization is not intended to expand the jurisdiction of any court to decide matters determined above or determinable by the City Council. Section 4. The City expressly reserves its jurisdiction to determine the necessity or propriety of any acquisition, its quantity, quality, or locality, and to change or abandon any acquisition. Section 5. Effective Date. This Resolution shall take effect upon adoption. ATTACHMENT 2 Resolution 17-44 Page 2 of 2 Adopted at the regular meeting of the City Council of the City of Lake Oswego on the 18th day of July, 2017. AYES: NOES: EXCUSED: ABSTAIN: ___________________________________ Kent Studebaker, Mayor ATTEST: ___________________________________ Anne-Marie Simpson, City Recorder APPROVED AS TO FORM: ________________________________ David Powell, City Attorney RESOLUTION 17-44 Attachment 1 Legal Description and Map Depicting Temporary Construction Easement Needs for the Boones Ferry Road Project Legal Description and Map is included for the following property: 1. 16354 Boones Ferry Rd (File No. 45)       503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor   Members of the City Council      FROM: Ivan Anderholm, Parks and recreation Director     SUBJECT: IRON MOUNTAIN PARK MASTER PLAN, RESOLUTION 17‐42    DATE: July 7, 2017  MEETING DATE: July 18, 2017      ACTION    Adopt Resolution 17‐42, the Iron Mountain Park Master Plan.    SUGGESTED MOTION    Move to adopt Resolution 17‐42.    INTRODUCTION/BACKGROUND    A community design process was initiated for Iron Mountain Park in the summer of 2015 and  completed in the spring of 2017.  The community driven process has resulted in a Master Plan  for Iron Mountain Park.  The process involved, two public outreach events, two online public  outreach opportunities and five Planning Advisory Committee meetings over 14 months.  The  conceptual plan makes 18 recommendations in the following areas: transportation and access,  parking, entry plaza, trails, nature play, gathering circle, boardwalk, stream restoration,  trailhead and bridge, picnic shelter, restrooms, site furnishings, landscaping, site lighting,  utilities, safety, resource protection and sustainability.  The final plan will be reviewed and  accepted by the PAC on July 11, 2017.    DISCUSSION    The Iron Mountain Park Master Plan reflects the thoughts, ideas and vision of the Lake Oswego  Community for Iron Mountain Park.  The plan includes seven unique programmatic elements:  trails, boardwalks, gathering circle, nature play, parking, shelters/structures, and bridge.  The  underlying theme of the design is to restore and protect the resource while allowing for human  access and engagement.  Attached are the Illustrative Conceptual Plan showing a site plan view  9.3 Page 2    503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city of the proposed park and a narrative Master Plan Report describing the process and  recommendations for the proposed park.    RECOMMENDATION    The Department recommends approval of the Iron Mountain Park Master Plan.    ATTACHMENTS    1.  Illustrative Concept Plan  2.  Narrative Master Plan Report  3.  Resolution 17‐42 Iron Mountain Park Master Plan            Resolution 17‐42  Page 1 of 2   RESOLUTION 17‐42    A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE OSWEGO ADOPTING THE IRON  MOUNTAIN PARK MASTER PLAN      WHEREAS, the community values the park property known as iron Mountain Park as an important  element to Lake Oswego’s quality of life; and    WHEREAS, the City Council desires to utilize Iron Mountain Park in a manner that meets the  community’s expectations for diverse recreational opportunities, protection of historic and natural  resources, and educational opportunities; and    WHEREAS, the Parks and Recreation Department has completed a one and half year process  involving the community to develop a community based vision and implementation plan for Iron  Mountain Park; and    WHEREAS, the resulting plan is called “Iron Mountain Park Master Plan” and establishes an  approach for restoring, protecting and developing the property.     NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Lake Oswego that:    Section 1.   The Iron Mountain Park Master Plan is adopted in the form attached as Exhibit A.    Section 2.  Effective date. This Resolution shall take effect upon passage.    Considered and enacted at the regular meeting of the City Council of the City of Lake Oswego on  the 18th day of July, 2017.    AYES:    NOES:    EXCUSED:    ABSTAIN:          ___________________________________        Kent Studebaker, Mayor    ATTEST:        ___________________________________        Anne‐Marie Simpson, City Recorder      Attachment 1 Resolution 17‐42  Page 2 of 2    APPROVED AS TO FORM:    ________________________________  David Powell, City Attorney    Attachment 2 07.17.17 | Master Plan Report Lake Oswego Parks and Recreation Lake Oswego, Oregon Iron Mountain Park Attachment 3 revised ESA is committed to sustainability in our business practices and in supporting other local business. This report is printed on FSC certified 100% post- consumer content recycled paper, manufactured in the USA using wind power. Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates iii July 17, 2017 Acknowledgements City of Lake Oswego Staff, Parks & Recreation Ivan A. Anderholm, Lake Oswego Parks and Recreation Director Ryan Stee, Lake Oswego Project Manager (former) Planning Advisory Committee: Megan Big John Jeff Munro Mike Buck Bill Ward Elizabeth Hills Frasier Wick Susanna Kuo Julia Wood John LaMotte Jan Wirtz Doug McKean Consultants: ESA Vigil-Agrimis MIG 819 SE Morrison Street, Suite 310 815 SW 2nd Avenue, Suite 200 Portland, OR 97214 Portland, OR 97204-3022 www.esassoc.com www.migcom.com Michael O’Brien, RLA, Project Manager Ryan Mottau, MIG Inc. Paul Agrimis, RLA, Project Director Mathangi Murthy, MIG Inc. Roman Gutierrez, Landscape Designer Thomas Fischer, Landscape Designer Contents Acknowledgements Precedes 1 Introduction 1 2 Existing Conditions 3 3 Site Analysis 7 4 Planning Process 9 5 Master Plan 17 6 Implementation 24 7 References 25 Appendix A Cost Estimate Appendix B Public Involvement Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 1 July 17, 2017 1.2 Project Goals Parks Plan 2025 The Parks Plan 2025 was drafted to meet community needs by first providing residents with their highest priority services as identified in a planning analysis, public involvement process, and as verified by a statistically valid survey. The four goals of Parks Plan 2025, in order of the community’s priority are: • Investing in existing parks and natural areas: Making the best use of the City’s existing park and recreation resources is the top priority of residents. In the past, community priority focused on enhancing the park system by building new parks and acquiring new natural areas. This Parks Plan builds on those successes, but focuses on improving existing parks, recreation facilities, and natural areas. By reinvesting in its existing assets, the City can increase the sustainability of the park system by protecting its investments, preventing more costly repairs or loss of habitat, making better use of existing resources, and providing additional recreation facili- ties and opportunities. • Enhancing stewardship, maintenance and operations: Closely related to the above priority, is the goal of enhancing stewardship, maintenance and operations – the commu- nity’s second priority. This priority addresses improvements in maintaining developed parks and stabilizing or restoring natural areas. It also includes several planning efforts that will enhance the City’s ability to manage the park system, such as building a coalition of sports providers to advise on the planning and management of sports facilities and updating the City’s pricing policy for recreation programs. Finally, it increases public information and community vol- unteerism to build future stewards of the park and natural area system. • Providing recreation options: Lake Oswego Parks and Recreation is the community’s partner in promoting active living and addressing the obesity crisis. People are more likely to be active if they can select from a variety of options for exercise and sports, play for children, and opportunities to experience nature. The community’s third priority is to provide additional recreation options, including more com- munity gardens and more river access for swimming and boating. Chapter 1- Introduction 1.1 Purpose of the Master Plan Lake Oswego has over 300 acres of natural areas that currently offer little or no traditional park amenities. Providing addi- tional comfortable access and amenities is strongly desired by the City of Lake Oswego and many residents. Addressing these needs will help achieve the City’s Parks Plan 2025 goals of investing in parks and natural areas; enhancing stewardship, maintenance and operations; providing recreation opportuni- ties; and filling geographical gaps in park access. The Parks Plan articulates that the ability to experience nature is an essential recreation service. Connecting young people with natural areas was also a key finding of the 2008-2012 Oregon Statewide Comprehensive Outdoor Recreation Plan (SCORP). Developing areas like Iron Mountain Park will help the City address what has become known nationally as “nature deficit disorder.” Providing parking, picnicking and nature play opportunities with a natural character at this site will encour- age use by families and help usher in the next generation of environmental conservationists. The master plan for Iron Mountain Park provides a long-term vision to define and facilitate limited development of the lower portions of the site as a city-wide park and environmental education resource for the city. The master plan is needed in order to define a common vision among stakeholders, many of whom have provided on-going care and maintenance of the park, and for current and future park users. 2 esassoc.com 1. Introduction • Filling geographic gaps: close to home access to parks has been shown to increase the use of the system, health out- comes and the property value of neighborhoods. The Parks Plan identifies three essential services, Play for Children, Exercise and Sports and Access to Nature which together make up a unit of basic park access. Across Lake Oswego there are gaps in residents’ access to one or more of these services. Filling gaps in the system includes adding features, connecting natural areas and in the long-term adding parks to areas beyond walking distance to existing parks. This goal emerged from both public input and analysis but ranked behind the other three goals of the Parks Plan. With a strong focus on reinvesting in existing parks and natural areas along with a management strategy to enhance the park system, the Parks Plan 2025 identified a five-year action plan that identifies priority capital and planning projects to realize these goals. It also provides tools for updating the Plan every five years to keep abreast of changing community needs and priorities. Iron Mountain Park Iron Mountain Park was identified in Parks Plan 2025 as meet- ing the need for natural character play areas, development of trails and pathways, identifying and integrating natural features, management of the property portfolio, and connect- ing natural corridors under the goal of “Filling Geographic Gaps”. Within the goal of “Investing in Existing Parks and Facilities” this site meets the strategies of development of sustainable facilities, enhancing and expanding opportunities for exercise and sport, and protecting and preserving historic resources. Iron Mountain Park can also “Provide Recreation Opportunities” by development of the master plan (this document), providing recreational programming to address essential services, and introduction of new recreation fea- tures and amenities. The final goal, “Enhancing Stewardship, Maintenance, and Operations”, will be met at this site by restor- ing habitat, and conducting a public information program. Additionally, this unique site can provide the opportunity for dialogues about the relationship between the rich history of the past industrial uses and the natural beauty and benefits of natural areas. The Iron Mountain Park project requires a multi- objective design approach to providing safe and comfortable access, a rich interactive experience, while maintaining habitat and keeping the historical heritage evident. 1.3 Project Overview Public Involvement The outreach approach for this project enabled the community to contribute ideas, solutions, and strategies for addressing issues, which resulted in a final design that appears to be sup- ported by a majority of participants. Lake Oswego assembled a Planning Advisory Committee (PAC) for this project to provide the design team with their collective understanding of the area’s residents, the City of Lake Oswego, and of the site itself. The PAC met five times with the design team and City staff to review the project’s scope, determine the design direction, review preliminary plans, and to comment on the final concept plan. In addition to the PAC meetings the team hosted an interac- tive website at two points during the design process to get a broader level of feedback from Lake Oswego residents. The website allowed stakeholders to review plans and provided the ability to make very specific comments on particular elements within the plan (a picnic table, for instance) and whether it was preferred, or not. These methods allowed us to reach beyond the usual outreach participants and it helped LOPR to enhance their outreach capabilities. It also built support and created more under- standing of the project for residents. Design Development The design approach was to develop a recreational space that respects and honors the ecological and cultural history of this site. We also brought a culturally sensitive aesthetic to the design and development of built elements in order to amplify the connection of the user to the beauty and importance of natural areas in our urban environment. Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 3 July 17, 2017 created a lattice of open areas called “rooms.” The miners left pillars of untouched rock to support the roof. After all the ore in an area had been mined, the pillars were removed starting at the farthest point from the entrance. This allowed ore in the pillars to be collected, but it was dangerous as the ceiling collapsed. Entrances to these mined-out areas were sealed off. Small rail cars filled with ore were drawn by cable to the entrance and tipped into a bunker. Finally, the ore was sifted into two grades and hauled in rail cars down to the furnace. The ore road now known as the Iron Mountain Trail is one of the oldest roads in Lake Oswego. It is almost 60 years older than Iron Mountain Boulevard. The road traverses the south face of Iron Mountain from Glen Eagles Road to Fairway Road. It originally ran all the way to the furnace, across the present site of the golf course and down the south side of A Avenue. Before this road was constructed, ore was winched up the mountainside and hauled to the furnace by a roundabout route. The new wagon road across the face of the mountain was built around 1878 by C. W. Burrage, City Surveyor of Portland, who also engineered part of the California and Oregon Railroad. In 1880, Burrage super- vised installation of a narrow gauge railroad on the existing wagon road. This made it possible to haul ore to the furnace all year round and in any kind of weather. Logging on Iron Mountain and other areas helped feed the charcoal pits that fueled the blast furnace. No one is certain, but it appears that the forest on Iron Mountain was cut at least twice between 1850 and today, maybe three times. Logging opera- tions in Oswego continued long after the iron company went out of business. There was a sawmill on Tryon Creek near Boones Ferry Road that reportedly operated between 1914 and 1916. There were a number of forest fires associated with the logging camps in Tryon Creek in 1914, 1921 and 1922. The Flora Logging Company operated another sawmill in the Foothills area in the 1950s. A 1947 photo shows the south side of Iron Mountain com- pletely denuded of trees. The natural resources of Iron Mountain Park have been exploited for over 150 years. When the dream of making Oswego the “Pittsburgh of the West” was abandoned, the Oregon Iron & Steel Company became a land holding corporation and went into real estate. To attract new residents, the Ladd Estate Company (the marketing agent for Oregon Iron & Steel) devel- oped recreational amenities like the golf course, which originally extended up the north side of Iron Mountain. In 1928, the company used 1,400 sticks of dynamite to change the course of Springbrook Creek to make way for a polo field at the base of the mountain. A riding arena, clubhouse, and stables were added in 1937. Construction of the Hunt Club facilities dramatically changed the wetland known as Prosser’s Swale or Spring Brook Marsh. The old mine road became a bridle trail for members of the Lake Oswego Hunt Club. 2.1 Site History Iron Mountain has a deep significance to Lake Oswego and the surrounding region due to the discovery of iron in the hills around Sucker Lake (now Oswego Lake) in 1861. This discovery eventually allowed for the region to stop relying on iron shipped around Cape Horn in South America and created an industry that helped shape the area. The incorporation of the Oregon Iron Company in 1865 and the construction of the first blast furnace in 1867 (at what is now George Rogers Park) necessitated the need for raw materials. In 1867 operations began at the Prosser Mine on the south face of Iron Mountain. The mine was named after Henry and Mary Prosser on whose Donation Land Claim it was located. Mary Prosser later leased, and then sold, the property to the Oswego Iron Company. During the 27 years that the mines were worked, ownership of the company changed twice. In 1878 it was acquired by the Oswego Iron Company and in 1882 it was sold and reincorporated as the Oregon Iron and Steel Company. Mining ceased in 1894 when mounting debts, compounded by a national economic crisis, forced the furnace to shut down. The Prosser Mine was a drift mine, meaning ore was extracted by digging horizontal, rather than vertical, tunnels into the moun- tainside. During the years the mine was worked, four tunnels were driven into the mountain side. Lateral tunnels or “drifts” 2. Existing Conditions Photo courtesy of Susanna Kuo 4 esassoc.com 2. Existing Conditions ESA Vigil-Agrimis (ESA VA) was contracted by the City of Lake Oswego to delineate wetlands and streams in the lower por- tions on the east side of Iron Mountain Park in support of planning for future aquatic habitat restoration. Restoration is in the early phases of planning, and at the time of this report a concept plan has been selected out of three options. Restoration will include a realignment of the stream channel to the base of the slope. The design intent is to restore functional- ity to the stream and meet requirements according to ODSL, USACE and Lake Oswego. Springbrook Creek is a tributary of Oswego Lake that origi- nates from a residential area west of the site and flows along the extreme southwest edge of the park. Springbrook is a major contributor to Oswego Lake and is in the initial stages of planning for restoration within the Engineering Department. Because of this larger watershed discussion the area associ- ated with Springbrook Creek was not part of the overall project for restoration. 2.3 Zoning Current land use in the park includes open space/passive recre- ation and wildlife habitat (PNA – Park and Natural Area Zoning). Construction staging for the Lake Oswego Sewer Interceptor Project was provided in the northwest portion of the park. All 2.2 Previous Planning Efforts The Iron Mountain Boulevard Park master planning process occurred in 1984 and planned one parcel (currently where the staging area is) which included habitat viewing, picnick- ing, trail access, and interpretive opportunities. Additionally in 2014, the Iron Mountain Restoration Plan was completed. It provides a guide for the Friends of Iron Mountain and the City for restoration activities for the park. The Oswego Iron Heritage Trail planning was funded by the City of Lake Oswego, and created under the oversight of City’s Historic Resources Advisory Board. It connects seven sites linked to the area’s iron industry. These sites are The Prosser Mine at Iron Mountain Park, the Charcoal Pit, the Pipe Foundry, the 1888 Iron Furnace, Worker’s Cottage, the 1866 Iron Furnace, and Oswego Pioneer Cemetery. Interpretive signs at each of the sites provide information about mining and iron making in nineteenth century Oswego. Metro’s regional trail system is planned to expand in this area (Bridgeport to Milwaukie Trail), but the segment along Iron Mountain Blvd. is shown on current planning documents as running along the railroad alignment on the south side of the street. Opportunities may exist to shift the alignment of the trail within the park boundary, which would open up possible additional funding sources and resources for Iron Mountain Park. Photo courtesy of Susanna Kuo Photo courtesy of Susanna Kuo Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 5 July 17, 2017 2. Existing Conditions 2.6 Flora and Fauna Five habitat types were observed on-site: wetland, riparian, scrub-shrub, Douglas fir forest, and Oregon white oak forest. The lower portions of the park consist of an emergent plant communities dominated by bulrush and field horsetail. Dominant shrubs were spiraea and red-osier dogwood. Uplands adjacent to wetland resources consisted of moderate upper canopy cover (55-75 percent cover) of several dominants including Pacific willow, big leaf maple, red alder, Douglas fir, crabapple, and English hawthorn. The shrub and herb strata contained primarily dominant invasive or weedy species, including Himalayan blackberry, English ivy, horsetail, reed canary grass, and herb Robert. Surrounding upland forested areas included the additional species: beaked hazelnut, wal- nut, and vine maple. The Douglas fir forest is the largest habitat type on-site with approximately 32 acres covering the steep slopes along Iron Mountain Boulevard. This forest consists of a relatively even- aged stand of trees dominated by Douglas fir. Sub-dominant mature trees include big-leaf maple, Pacific madrone, and western red cedar. Black cottonwood, Oregon ash, and Pacific willows are located at the base of the slope just east of the wetland. The forest consists of three main vegetation layers: canopy, shrubs/saplings, and groundcover. The forest canopy cover is estimated between 80 to 90 percent, which provides a substantial amount of shade for the understory. The shrub layer is approximately 5 to 15 feet high and is relatively sparse, with an estimated cover of 40 to 50 percent. The shrub species consist of California hazelnut, vine maple, Indian plum, poison oak, common snowberry, thimbleberry, and serviceberry. The groundcover is dominated by English ivy that at one time was estimated at 70 percent coverage. Ivy reduces the biodiversity of the forest floor and threatens the long-term health of the forest. Native groundcover species property surrounding the park is zoned residential. Adjacent land uses include an equestrian center with stables (the Lake Oswego Hunt Club), and single-family residences located west of the Hunt Club and north of the Iron Mountain ridgeline. The park is bordered to the south by Iron Mountain Boulevard. Other land uses in the study area include farming activity prior to the 1950s, and single-family residences from the 1940s-1950s to 2003-2010. Two of the three houses were removed from the study area between 2003 and 2004 and the remaining house was removed in 2010. 2.4 Topography The terrain of the lower portions of the park (where the primary park development is planned) is relatively flat with elevations ranging from 122 to 132 feet above mean sea level. The slopes and ridgeline above this area constitute the major- ity of the park acreage. The overall elevation of Iron Mountain ranges from 300 to 450 feet above mean sea level. The Lake Oswego Hunt Club borders the park to the south and west, and Iron Mountain Boulevard borders the study area to the south and the east. Steep forested slopes continue to the north where the park abuts residential neighborhoods. The Union Pacific Railroad (formerly Burlington Northern) is parallel to and south of Iron Mountain Boulevard. 2.5 Existing Use Iron Mountain Park was donated to the City in 1963 and cur- rently covers 49 acres of upland, riparian, and wetland habitat. Trails that exist serve higher elevations, but access from the flatt portion along Iron Mt. Blvd. does not exist. The trail at the top of the hill is a remnant old iron mine rail line. There are several other minor trails throughout the park that are either created by resident animals or from human use. Since 1990, the City has used money from an open space bond along with other sources to acquire additional parcels for the park (USDOI 2013, Stee 2015 pers. comm.). The formally recognized group, Friends of Iron Mountain (formerly Friends of Brookside) was started in the early 2000’s and partners with the City to help with care and maintenance of the park. Metro and other enti- ties have also worked to acquire land adjacent to the park to increase open space. Photo courtesy of Susanna Kuo 6 esassoc.com 2. Existing Conditions spotted towhee. According to information from Parks, rough- skinned newts inhabit the unnamed stream. Newts and chorus frogs are native pondbreeding amphibians, and both species likely breed in the impounded stream sections and/or the permanent wetland. The scrub-shrub area provides edge habitat that is used by several native species. Coyote and black-tailed deer report- edly move through the area early in the morning on a regular basis. Other species observed in the scrub-shrub include downy woodpecker, Stellar’s jay, American goldfinches, and Cedar waxwings. Common wildlife species not observed, but expected to occur on-site based on habitat requirements and distribution includes raccoon, garter snakes, opossum, voles, moles and other small rodents. The Douglas fir forest provides extensive foraging and nesting habitat for several common native songbird and woodpecker species including the American robin, Stellar’s jay, downy woodpecker, black-capped chickadee, red-breasted nuthatch, and brown creeper. Raptors including the red-tailed hawk, cooper’s hawks, great horned owl or western screech owl are expected to use the forest for nesting or roosting. Wildlife species observed in the white oak habitat were similar to those observed in the Douglas fir forest and include red- breasted nuthatch, black-capped chickadee, song sparrow, and black-tailed deer trails. A few raptors, including the American kestrel, turkey vulture, and red-tailed hawk were observed soaring above the oak bluffs. present among the ivy includes fringecup, sword fern, slender- footed sedge, inside-out flower, and wood strawberry. The Oregon white oak forest covers approximately 11 acres and is located along the top of the hillside. The main his- toric trail is a rough dividing line between the oak forest and Douglas fir forest. The oaks are short in stature (20 to 30 feet high) with diameters of 8 to 10 inches. Other trees growing among the oaks include Pacific madrone, big-leaf maple and a few Douglas firs. The dominant shrub species was common snowberry and Poison oak with English ivy as a dominant groundcover species. A small patch of Scot’s broom was observed off the trail. Oaks are considered a rare and impor- tant habitat in Oregon (ODFW, 2008) because of the high number of endemic species or species found in association with oaks, such as the acorn woodpecker and the white rock larkspur. Significant efforts have been undertaken to control inva- sive species. Invasive species of concern include blackberry, clematis, English Ivy, periwinkle, Scot's broom, poison oak, lesser celandine, hydrocotyle, holly, and geranium. Restoration efforts have included volunteer work parties with the Friends of Iron Mountain Park for the past 15 years. The park is also on the invasive species removal program list of sites for treatment. Wildlife in the wetland includes nutria, great blue heron, and ruby-crowned kinglets. Wildlife observed in the riparian habitat on-site includes several American goldfinches foraging on red alder cones; as well as American robin, Stellar's jay, and Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 7 July 17, 2017 3. Site Analysis for the park. Tree preservation is a critical component of providing for a natural area protection. The promotion of stewardship, conservation, and sustainability are important goals in Lake Oswego’s Parks Master Plan There are several elements that constrain future development within the park: • Protection of sensitive and valuable natural resources • The significant forested and steep slopes cover the majority of the site and limit options for park uses and circulation • Work near the creek could result in wetland or riparian impacts and may require mitigation • Long street frontages and mid-block crossings expose pedestrians to conflicts with vehicles • Accessibility to existing trails from the lower development portion. 3.1 Opportunities and Constraints Opportunities and constraints to park development were evaluated based on the existing conditions analysis and the requirements of different uses and needs. Iron Mountain Park will be a City-wide park, but contains significant forested and steep slopes in most areas, which limit development potential to a very small area. Extensive infrastructure, such as parking, restrooms, hard surface trails and play areas, are needed to support the level of use associated with the broad activity base provided in a hybrid park. These factors provide the context for weighing what types of activities would be appropriate at the site and how those chosen activities could be located and/ or designed to best fit into the site. Key opportunities and con- straints for site development are summarized below. Constraints Several key features were identified during the site analysis that were used to guide concept and master plan development Winter Winds Summer Winds Legend Park Boundary NeighborhoodAccess Points Golf Course Wetland / Stream Residential Potential Crosswalk Commercial Parks Taxlots Forested Iron Mountain Park Master Plan Opportunities and Constraints Plan - OverviewJanuary 2016 Inset Plan 0 300 600 900 1,200 Feet Sun Road SpringbrookPark WalugaPark WestlakePark PenningtonPark WoodmontPark GreentreePark Oswego LakeContry Club CampbellNativeGardens LakeOswegoHuntClub 8 esassoc.com Diversity of native plants is moderate. An existing gravel trail traverses the upper slope from a trailhead to the west of the Hunt Club up to the top of the ridge. This trail is partially a remnant of the old iron mining railroad. Numerous rogue trails are found throughout the park. Rogue trails are trails created by park users without permission. These trails contribute to erosion and degradation of water quality in the unnamed creek. The rogue trails also fragment habitat areas and provide corridors for dispersal of non-native vegetation. The lower portions of the park are nearly flat and total approxi- mately three acres that could be developed to accommodate recreational needs. There are areas along the creek that have existing tree and shrub coverage, although much of the shrub coverage is from invasive species like Himalayan blackberry. There is also a large gravel laydown and staging yard that has been created for utility work being done in the area. Since the master plan process started the contractors have completed their work and have removed the gravel and reseeded the area with grasses. There is an existing gravel/asphalt pad adjacent to Iron Mountain Boulevard that operates as a de-facto parking lot for some local park users. This represents an opportunity to locate parking in an area that is already adversely affected by automo- bile traffic, and limit impacts to other more sensitive areas of the park. Opportunities There are several elements that should be explored and enhanced through development of the park: • Natural resource education opportunities are in abundance • Access to trails within the park, as well as to regional systems • Nearby neighborhoods lack facilities for play and gathering • The impending stream restoration can be folded into the design discussion • Proximity to the Campbell Native Garden • Providing for access to natural resources for all abilities • The pond, while not on park property, presents an attractive feature to provide views to. 3.2 Analysis The unnamed creek flowing through the lower portion of the park where development is intended to happen is currently flowing in an incised channel that has limited functions and values. It currently flows through three small culverts as it cuts across the site. The second/third growth forest within the park is in fair condi- tion generally with a well-developed vegetative structure of canopy trees, tall shrubs, low shrubs and groundcovers. Legend Park Boundary Taxlots Hardscape Wetland / Stream Existing Access Points Contours (5’) Existing Trees Previously Proposed Trails Existing Trails 0 35 70 105 140 Feet Natural AreasBuffer Trailheads Fire Access Lake OswegoHunt Club Iron Mo u nt ai n B o ul e v ar d Slope Slope Slope Slope 1984 Plan CampbellNativeGardens Debris Pile Boulders Iron Mountain Park Master Plan Opportunities and Constraints Plan - InsetMarch 2016 a weekday evening in May of that year. The online exercises fol- lowed each of the public events in an effort to gather as much public input for this process as possible. To help establish the preferred feel and scale of features in the conceptual plan, the planning team utilized an online visual preferences exercise that allowed participants to react to example photographs and concept plans, and provide direct input into what seems most appropriate for this site. This exercise expanded the reach of the workshop format to desktops and smartphones across the community. Outreach Event #1 Design Charrette After the LOPR project manager introduced the project team and welcomed the community members to the charrette, members of the design team gave a brief overview and the role of the Iron Mountain Park as a city-wide facility (larger than a local park) located in the center of the City of Lake Oswego. They reminded the participants about the recommendations pertaining to the Iron Mountain Park from the Parks Plan 2025. Recommendations from that planning process stated a need to develop a concept plan for the Iron Mountain Park proper- ties and identified system gaps that could be accommodated within Iron Mountain. The team then presented a slide show to illustrate the context and the park’s existing conditions. Following the presentation on existing conditions, partici- pants at each table discussed their favorite thing about Iron Mountain Park. Following this brainstorming exercise and informed by a set of inspirational images provided by the proj- ect team, participants explored if and how these features could fit in the park. To provide the participants with scale references on the amenities/ features, the project team handed out scale 4.1 Approach Iron Mountain Park will be a new city-wide park. Engaging the public in developing the master plan ensures it will reflect the needs, interests, and desires of the community. The general approach to the planning process included the following steps: (1) Protection of sensitive and valuable natural resources  Review and analyze the site using field visits, previous documentation, and historical resources,  Gather initial input on Park Program and user preferences through a public meeting and online survey; (2) Develop Preliminary Concept Plans and Park Program,  Gather feedback on Preliminary Concept Plans through public meeting and online survey; (3) Develop Refined Concept Plan,  Gather feedback on Refined Concept Plan through public meeting and online survey;  Gather public feedback on Draft Plan; (4) Produce Draft Master Plan,  Present Draft Plan to PAC; (5) Revise Master Plan, if needed,  Present Master Plan to City Council. 4.1 Public Involvement The consultant team designed and facilitated a public involve- ment process that included public charrettes, online exercises, and multiple Planning Advisory Committee (PAC) meetings to gather ideas and consolidate design direction for Iron Mountain Park. These discussions were framed within the contextual information developed in the Site Analysis Task, and the role of this park as defined in Parks Plan 2025. The exercises developed for the charrettes and online exercises were intended to maximize the understanding of public desires for the park’s development and advance consensus around elements and programming that met the multiple goals for the use of this site. This outreach approach enabled the community to contribute ideas, solutions, and strategies for addressing issues, which has resulted in a well-supported and successful master plan. There were two public charrettes for this project. The first was scheduled on a Saturday in January 2016, and the second was Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 9 July 17, 2017 4. Planning Process comparisons that showed the size of this site in relationship to other Lake Oswego Parks. The PAC members assisted as facilitators at each table and helped with reporting-out group findings. Each group reported back the following: • What were the main things you placed in the park? • What locations were the most important to your group? • What activities/amenities wanted to be clustered, which wanted to be separated? • What didn’t fit (from your list of activities/amenities). Discussion from this process was recorded graphically during the meeting. Charrette Results What is your favorite thing in Iron Mountain Park? What activi- ties would you like to see at the site in the future? • Peace and Quiet • Small gravel lot- shared parking with Hunt Club (10 to 15 car capacity and not very visually prominent) • Picnic table/equipment: boulders and logs • Nature Play • Restroom (small, composting, shared with Hunt Club) • Dogs away from Hunt Club • View/ Access to pond • Connect to Lower/ Upper Tryon Campbell Native Garden • Horse riding • Boardwalk loop (raised wood walkway) • The unfilled wetland found in one part of the site can be used as a model for rest of the site and in other parks in the city (“Oswego Wetlands”) • Offers a peek into old, existing mines in the site • Hiking • Walking with pets • Accessible • Bike • Birds (suggestion to incorporated bird blinds when design- ing facilities in the site) • Trail on Iron Mountain Boulevard (separated) and in the park What features fit at Iron Mountain Park? The following elements were mentioned by multiple groups as a good fit within Iron Mountain Park: • Nature Play: Many participants emphasized retaining the wilderness and keeping the park natural. Nature play elements were mentioned by most of the groups as ameni- ties that would fit with the existing character of the site. Some groups felt nature play elements can be interspersed throughout the site. • Trails and trailhead: Participants emphasized multimodal access to the park. Most groups mentioned developing interpretive trails and boardwalks that highlight the wetland features. Connecting the park site to the existing city-wide trail system was also stressed. • Kiosk or interpretive signage: Participants mentioned install- ing entry kiosks and other information kiosks throughout the site with interpretive signage. The entry kiosk could also integrate information about the location of different ameni- ties/features in the park. • Wetland, restored stream and natural buffers: Most groups were interested in restoring the wetlands on the site. Participants suggested boardwalks and interpretive trails around the wetlands that would help visitors and users understand the historical and ecological significance of the site. Natural buffers (vegetation, wildlife corridors) were other suggestions that would protect streams and wetlands. Participants also suggested avoiding development within or disturbance of wildlife travel corridors and other ecologi- cally sensitive areas. • Picnic areas and pavilions: Participants expressed interest in installing picnic tables and picnic shelters in the park. Many 10 esassoc.com 4. Planning Process Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 11 July 17, 2017 4. Planning Process environmental science associates Many participants felt the rerouting improved the visibility of the park and made the site safer. Some observed that the rerouting helped with the ecological restoration by allowing more space for planting buffers along the stream. Others observed that by rerouting the stream, stormwater manage- ment from the hills can be more efficient. A PAC member also suggested appropriate tree plantings (Oregon White Oak near the picnic area and Madrone on the hill slopes) to help with stormwater management from the hills. Rerouting the stream also allows for a bridge to access the loop trail in the hills. Some participants liked that this bridge will offer an elevated spot to view the stream and the park. • Loop trail, trailhead and regional trail: Most groups preferred the trail alignment as shown in Concept 1 within the park. Many participants liked the idea of connecting the park site to the existing city-wide trail system. However, they provided suggestions for realigning the trail connections at certain sections. For the west trail (north of the Hunt Club), participants preferred not to have it run all the way across and parallel to the edge of the polo field. For the east trail connection, participants suggested removing the switch- back to avoid redundant connections and to preserve the wild character. They also stressed closing down rogue trails and having just enough pathways for connectivity. Most groups mentioned incorporating more interpretive features and boardwalks that highlight the wetland features than what iwasshown in the concepts. • Kiosk or interpretive signage: Participants mentioned install- ing entry kiosks and other information kiosks throughout the site with interpretive signage. The entry kiosk could also integrate information about the location of different ameni- ties/ features in the park. • Nature Play: Many participants expressed an interest in a boulder garden or using the rocks and loose material avail- able at the site for nature play. Participants emphasized the need for balancing the wilderness of the park with site ame- nities and features. Many participants liked the nature play elements shown in the concepts. However, they stressed that nature play and education opportunities should also respect the ecological systems for their habitat value. One participant provided an example by explaining how children can play in the water, but that should be separate from the tributary feeding native species and the larger hydrological system. Westmoreland Park was cited as an example where children play in a great water feature that is separate from the Crystal Springs. • Wetlands, restored stream and natural buffers: Most groups were interested in restoring the wetlands and improving water quality on the site. A participant suggested planting water plantain instead of the invasive species that is cur- rently present in the pond. Many groups suggested avoiding lawns and instead suggested meadowscaping or using native plantings in open areas. A participant member sug- gested native plantings (such as Aster, Checker Mallow, Mock Orange, Spirea, Oregon Grape, Thimbleberry, Wild Roses, groups indicated these facilities should be designed to mini- mize physical and visual disturbance to the site and respect the ecological context. • Parking: Most groups suggested limited parking should be available on the site. Participants suggested permeable parking treatments to help with minimizing stormwater runoff impacts. A desire for sharing parking with the LO Hunt Club, if feasible, were also voiced. • Restrooms: Participants recommended installing restrooms that will be easy to maintain and also respect the ecological context of the park site. Online Exercise A website was developed to offer people interested in the project who were unable to participate in the Public Charrette a chance to weigh in on the same information. The input derived from this exercise strongly correlated with the feedback received at the charrette. Approximately 150 people participated in the online survey. When asked what their favorite thing about Mountain Park was the majority used the words natural, trails, park, and walking/hiking in their responses. When given images to respond to relating to features at Mountain Park the responses again correlated closely with the charrette results. People responded very positively to nature play, a simple trailhead, wetland access, gathering circles and outdoor classrooms, and rustic or natural looking built elements. Outreach Event #2 (Options) Charrette Results This public event began with the design team reminding participants that Iron Mountain Park would be a unique park in Lake Oswego: a park which would enable visitors to enjoy the wilderness, experience nature, serves an interpretive and edu- cational role while preserving the habitat and wetland system. Amenities and features such as picnic shelters, play area, view- ing decks and trails will be designed to enable users to enjoy the park while minimizing the ecological impacts at this site. The design team presented two refined concepts (Figures 1 and 2) to the community to incorporate feedback. They also presented a concept map of revised trail connections from the park to the surrounding neighborhoods (Figure 3). Following the presentation on the two concepts, participants at each table discussed their likes and concerns about ele- ments in each concept. Each group reported back their findings to the entire gathering. The following elements from Concept 1 and Concept 2 were mentioned by multiple groups as a good fit within the Draft Concept for this site: • Stream alignment: Most participants preferred the rerouted stream alignment as shown in Concept 1 for various reasons. 12 esassoc.com 4. Planning Process • Access: A recurring recommendation from many participants involved traffic calming along Iron Mountain Boulevard. Many groups advocated for safe crossings and reinforced connections to the nearby Campbell Native Gardens site. Online Exercise An online exercise was posted on the project website after the outreach event. It provided an opportunity for community members who could not attend the outreach event and was also an additional follow-up opportunity for participants who wanted to provide additional comments on the alternative concepts. The online exercise enabled participants to make comments specific to each of the refined draft concepts. Participants were asked to place a series of pins to mark each of the concept drawings, indicating where their comments applied. They were first asked to place a pin on features they liked or features they felt appropriate for the site in each concept. Next, participants were also asked to place a pin on features they disliked or felt inappropriate for the site in each concept. Lastly, participants also placed pins to indicate and ask questions about a particu- lar spot or feature on both the concepts. Around 60 respondents participated in this online exercise and they placed a total of 282 points or pins were placed with comments, questions, etc. The results of this online exercise are summarized in the appendix. These heat maps represent the density of pins placed by individual respondents to par- ticular questions (What I like, What I don’t like) regarding Draft Concept 1. Clarkia, Vine Maples, Twinberry, Currant etc.) for easy main- tenance. Some participants suggested more boardwalks along the creek. A participant wanted more opportunities to have some open views of the creek for people to see it and also a path along the creek (a "Creek Walk"). • Picnic areas and shelters: Some participants observed the presence of animals in the north side of the park. They sug- gested moving the picnic shelter to the east in Concept 2 to minimize physical and visual disturbance to the site. Many groups indicated these facilities should be designed at an appropriate scale to respect the context of the site. • Parking: Many groups indicated preference for a smaller parking lot as shown in Concept 2 to minimize stormwater impacts and disturbance to the wild character of this park. Some participants also suggested using permeable pavers for the parking area to help stormwater management. A few participants preferred the larger parking lot as shown in Concept 1 to minimize impact to on-street parking or the Hunt Club parking during peak seasons of park usage. The project team informed the participants that the park master plan, level-of-service standards and the draw to this park will determine the parking lot size. Participants suggested permeable parking treatments to help with minimizing stormwater runoff impacts. A desire for sharing parking with the LO Hunt Club, if feasible, was also voiced. • Dog use: Participants anticipate dog use at this site and suggested designing accordingly (such as adding signage indicating this is a dogs on-leash area). • Restrooms: Participants recommended installing restrooms that will be easy to maintain and also respect the ecological context of the park site. Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 13 July 17, 2017 4. Planning Process members weighed in on the concepts to ensure they exempli- fied the themes that emerged from the discussion of the public engagement results. They provided inputs on which aspects of the design concepts best represented the public engagement results. The following design themes emerged from the discussion of the charrette and online exercise results with the PAC members: • Natural and Rustic – Park elements should have a natural and rustic feel • Learning – This is an amazing opportunity for children to learn more about nature • Maintenance – Easy to maintain facilities are strongly desired • Connectivity – Maintain and develop connections to nearby trails • Impact to wildlife and nature – Balance preservation with access improvements • Fire hazard – Limit elements that would contribute to higher fire risk • Edge with Hunt Club – Look at sharing facilities with the Hunt Club • Parking requirements – Anticipate bus parking /utilize exist- ing paving • Ancillary Facilities – Need adequate restrooms and garbage bins Preliminary Design Concepts Following the discussion on the results from the public engage- ment events, the designers presented two preliminary design concepts (representing a first pass at assimilating the concepts developed at the charrette) to the PAC members. In the next steps of this planning process, the project team will incor- porate the discussions from this meeting into more refined preliminary concepts. Concept A In this concept, the stream is rerouted to the base of the steep slope of the site. The realignment of the stream opens up more area to accommodate recreational needs and provides oppor- tunities for buffering the stream and also improving the water quality. This concept moves the regional trail to the north side of Iron Mountain Boulevard and provides parking towards the front of the park site (existing asphalt surface). A nature play area is included just south of the trailhead. A viewing deck or boardwalk is provided near the wetlands. Views to the Hunt Club and wetlands are preserved. This concept allows wildlife access to water without having to cross the park. Design team members clarified that the water flow and hydro dynamics will not be altered from existing conditions. He also clarified that the site no longer has the native landscape and was originally a marshland. Planning Advisory (PAC) Meetings The Iron Mountain Park Conceptual Plan process combines technical analysis of the park site with the input of the com- munity to set a direction for site design and the addition of new facilities. A Planning Advisory Committee (PAC) consist- ing of representatives of boards, commissions, neighborhood associations, parks and recreation professionals and other community groups will provide guidance throughout the process. PAC Meeting #1 The first PAC meeting, held on January 7th, 2016 combined the kick-off of the process, background information and a preview of the materials for the first major public outreach event. The LOPR project manager introduced the consulting team and initiated a round of introductions by the PAC members in attendance. Following the discussion on the project timeline, the project team provided PAC members with the site analysis report (see Chapter 3) and a brief presentation on existing conditions. Discussion of the current conditions, opportunities and chal- lenges was recorded graphically during the meeting. The consulting team previewed the concept of the charrette to be held on January 30, and invited the PAC to help shape the materials and the outreach process to ensure a good turn-out. PAC members were also asked to put the charrette on their calendars. Ideas from the PAC included: • Develop vision first • Set the context for big picture Emphasize respect for what is there • Size of site in comparison to other Lake Oswego Parks • Park is centrally located in Lake Oswego and matters to many people • Tap into the Neighborhood Association lists • Provide text for an invite and the associations can pass it along City channels (list from Lake Oswego staff) • Tap into organizations about nature for further outreach PAC Meeting #2 The Planning Advisory Committee (PAC) met on March 3rd to review results from the Community Design Charrette and from the follow-up online exercise. At this second meeting of the PAC, the discussion focused on assisting the project team to interpret the results and begin incorporating them into prelimi- nary design concepts. Around 12 PAC members attended this meeting that was facilitated by the design team. Following the discussion on interpretation of the results from the public engagement activities, the design team presented two preliminary design concepts to the PAC members. The PAC 14 esassoc.com 4. Planning Process PAC Meeting #4 Around 12 community members participated in this event. Discussions in this meeting were centered on reviewing the stream restoration efforts (under a separate contract), specific comments and concerns relating to the preferred master plan design, and next steps. Some of the key points brought up during the discussion are summarized below: Stream Restoration: The project manager from Lake Oswego Parks and Recreation gave a brief summary of the restoration design process. In short, the design process is moving forward. Traffic Safety: There is a strong desire from PAC members for the design team to incorporate a summary of traffic safety issues that have been brought up in the PAC meetings in the narrative of the Master Plan. The main issue is vehicle speeds on Iron Mountain Boulevard. The primary mitigation strategies discussed were to provide additional signage and to lobby the City to reduce the vehicular speed to 25 where it runs along the park. A PAC member requested that the design team coordi- nate with the LO Traffic Coordinator prior to the next submittal. Fire Hydrant: The Fire Marshall will require the fire hydrant supply line to be up-sized from 2” to 6”-8”, and move closer to the footbridge. A PAC member asked if it could be connected (daisy-chained) to the hydrant on the Hunt Club property. Staff said that this would likely not be allowed under code require- ments, unless it was supplied by its own main line. Either way, it seemed that the consensus would be to locate the hydrant close to the footbridge. Small Animals: There was some discussion about how to save the small amphibians (Salamanders, primarily) that currently reside in the ditch and near the old foundation. Some thought that a salvage and release program to the pond area might be a good alternative. Others felt that once the overstory and shrub layer was removed that they would find their way to more suit- able environs. More study by the stream restoration designers was desired. Site Interpretation: The PAC requested that interpretive panels or similar be spread throughout to tell the story of the iron industry that was a major part of Lake Oswego’s history. It could be designed with existing Iron Heritage trail system. There were others that felt it important to include Native American history as well. More discussion later in the meeting suggested that placing an interpretive panel at the site entry near the parking lot should be the first location considered due to the fact that most of the park users would pass through that area and that would allow maximum visibility for the story to be seen. Trail Location: PAC members expressed the desire to see the trail connection heading west from the footbridge to push high enough on the slope to get as much distance and screen- ing from plant material to make sure that horses will not be Concept B In this concept, the existing stream alignment is retained with enhanced buffers. Nature play elements, picnic shelter and gathering circle can be accessed by a bridge across the stream from the park entrance. The regional trail is adjacent to Iron Mountain Boulevard. Reviewing the Concepts PAC members and the project team weighed in on the trade-offs between the two schemes. Many PAC members felt Concept A had a more inviting site design with a natural transition from more active to less intense uses. They also felt Concept A segregates the natural and sensitive areas for preservation more effectively whereas Concept B intermixes uses and activities. Some members liked the treatment of the regional trail coming into the site and away from the traffic on Iron Mountain Boulevard, as seen in Concept A. Members also discussed the cost implications of realigning the stream (Concept A) versus building a more substantial bridge (Concept B) over it. PAC Meeting #3 At this third PAC meeting, members assisted the project team to synthesize the public engagement results and develop the Draft final Concept Plan from the two refined conceptual site plan alternatives. Around 8 PAC members attended this meet- ing that was facilitated by the design team. After a round of brief introductions was made summarized results from the outreach event (held on May 12th) and the online exercise were presented. Included in this portion of the meeting was a summary of feedback on aspects of the two refined conceptual site plan alternatives that people liked and did not like. Following that discussion input was provided to the project team for directions in developing the Draft final Concept Plan. The Final draft Concept Plan is the preferred alternative that incorporates aspects from the two refined alternative plans presented at the Outreach Event #2 on May 12th. Overall, PAC members and results from the public engagement activities show that Concept 1 was more popular and had many features that participants liked. Input for the Final Draft Concept Plan • Preference to keep parking on the lower end of the park- ing requirements as per the City Code and Level-of-Service requirements • Continue to explore shared parking with the LO Hunt Club • Material finishes and palette to reflect the hybrid character of Iron Mountain Park: a park with preserved habitat and wetlands, yet developed to be a place where users can enjoy the wild character, experience nature, and learn • Issues regarding access to the park site that fall outside the project scope and park site area to be carried forth beyond this plan Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 15 July 17, 2017 4. Planning Process Four PAC members attended this meeting along with LOPR staff and the design team lead. Due to the small size of the group the discussion was relatively informal. The design team shared the results from the second online out- reach exercise. The PAC felt that the comments received during the online outreach were very similar to previous outreach efforts. Some of the key points brought up during the discussion are summarized below: Hunt Club Improvements: There are potential Hunt Club access improvements being considered along the Iron Mountain Boulevard Right-of-Way. It was asked that as the design for Iron Mountain Park moves forward that the design- ers coordinate with Hunt Club to integrate the aesthetics of each properties approach relating to materials and landscape along the ROW. Endangered Species: It was asked if introducing endangered species (e.g. western pond turtle) into the restoration efforts would increase the mitigation value. The design team discov- ered after the PAC meeting that the introduction of endangered species is not recognized by permitting agencies as a path for mitigation of impacts. It could, however, help enhance the resource and provide for an interesting story to tell about the development of park amenities. Signage: There was a request to include a site map within the park showing locations of amenities and trails in the area. Interpretive signage relating to Hunt Club history was also pro- posed. Other members of the PAC asked that the iron history of LO and the site be included. Fire Safety: BBQ grills or fire pits were brought up. PAC mem- bers and LOPR all agreed that the danger of fire in the forested slope was too high to allow for any fire in the park. Wildlife Impacts: The PAC asked the design team to provide language in the narrative that addresses the impacts to the existing fauna near the proposed improvements. Restrooms: The design team confirmed that the intent is for 2 single stall restrooms only. The PAC would like to see the rest- rooms and the shelter to be in closer proximity to each other. CPTED: The PAC asked that the design team include language about how Community Policing Through Environmental Design (CPTED) principles were applied to the design of this park. Fertilizer: The question of lawn maintenance and use of fertilizers was brought up. PAC members were assured by LOPR that any fertilizer would follow the City’s Integrated Pest Management program, and would utilize phosphorous free fertilizer. Nature Play: The PAC asked questions about the nature play portion of the design. The lead designer gave a brief rundown of the basic principles and some of the possible elements that spooked by trail users and their pets. Later in the meeting there was discussion about how to achieve the screening and prevent dogs from bolting off the trail towards the horses. A combination low fence and dense plantings was thought to be a good solution. The design team was advised to make sure that the Master Plan narrative includes this information. Parking Lot Paving: There is a desire to have permeable park- ing in the parking lot if feasible. The design team suggested that the drive aisle should be standard asphalt, and the park- ing bays would then be permeable paving. It could be precast pavers or permeable asphalt or concrete. Parking Lot Exit: A PAC member asked if the exit out of the parking lot should be “right out only”. The discussion in the group did not reach consensus on whether this would be some- thing for the design team to pursue. Fine Lawn Area: There was a discussion around the appropri- ateness and size of the manicured lawn area in the park. There was concern over the presence of lawn in the plan and ques- tions about whether it was an appropriate element in the park. Others felt that lawn would be useful for children and families that use the park. The design team suggested that providing a relatively small area of lawn would concentrate activity in that area and lessen the impact to the surrounding, more natural- ized environments. Drinking Fountain: PAC members thought there should be more than one drinking fountain in the park. There seemed to be consensus on having one at/near the restroom, and another at the trailhead. It was also suggested that the trailhead foun- tain also include a bottle filler. Dogs: There were questions about dogs on the boardwalk and the possibility of them jumping into the pond/wetland to chase other small animals. Staff said that technically dogs are required to be leashed, but that there is no real way to enforce that rule. The group discussed ways to mitigate this issue and some of the ideas included signage, more enforcement, or a low barrier on the boardwalk. LOPR staff and the design team will develop a plan for dealing with this issue. Restroom Location: There was nearly universal agreement about moving the restroom further into the site to lessen the possibility of it becoming a de facto “rest area” for people trav- elling on Iron Mountain Boulevard. PAC Meeting #5 The Planning Advisory Committee (PAC) met for the final time on December 28th to review the second online survey results, and to provide comments on the Draft Master Plan Narrative and the Park Conceptual Plan. The intent of this meeting was to solicit feedback for the narrative and concept plan, to allow for finalizing both in anticipation of creating documentation suitable for submission to Lake Oswego’s Land Use Approval process. 16 esassoc.com 4. Planning Process to the nature of routing a trail through the existing trees that it would necessitate that it be a narrow, soft-surface trail. This would most likely limit its safe use to foot traffic only. Boardwalk: The PAC wanted to discuss the boardwalk shown on the concept plan. One member felt that it was too wide (looked like a “dock”) and wasn’t long enough. After discussion it was agreed that making it narrower and having more exten- sive reach would be preferred. The lead designer sketched an alternative on the plan and the PAC agreed on the general layout. could be used. The PAC recommended that the Arts Council of Lake Oswego could be involved in any continuing design and development of the nature play area. An OAC member suggested that a rain gauge in the nature play area would be interesting and educational. Trails: The PAC asked that the narrative have more mention of the Metro Regional trail and how it is to be funded. They also desired more information about how to decommission the rogue trail to the east. A question was also asked about trail use and what will be allowed. The design team said that due 5.1 Project Goals The project goal was to gather community input and develop a master plan for a new hybrid park. This unique site will serve the needs of residents within a half mile of the site (a neighbor- hood park), as well as providing improved access to the trails within Iron Mountain Park for the entire City (a City-wide park). The master plan is a conceptual document that may be modi- fied in the future. Elements in the park design and layout may vary from the master plan depending on available funding, changing community needs, and unforeseen constraints. The public involvement process was designed to develop an overall concept for the future of the park that was broadly supported by the community. The broad concepts below were identified at the start of the master planning process and well-supported by public input. These goals have been incorporated into the Master Planning process: • Conserve and enhance natural features, including the sig- nificant trees, wetland areas, and the creek • Develop a balanced approach to the protection of existing natural elements (forested slope, riparian habitat) with pro- viding for community access and recreation needs • Provide for opportunities to educate people (primarily chil- dren) about nature and natural processes • Maintain a positive and respectful relationship with the adjacent Hunt Club • Increase access to trails within the forested slope, provide looped systems if possible, and include the planned Metro regional trail through the site • Provide built features that are natural and rustic, and scaled appropriately • Allow the separate stream restoration process on the site to inform and interact with the park design development • Support alternative transportation to the park and through- out the community • Plan a new community park that helps fulfill recreation facil- ity deficiencies within the park system as identified in the Comprehensive Park System Master Plan. 5.2 Preliminary Concept Plans Two Preliminary Concepts Plans were developed to explore the siting and layout of a variety of potential features within the park. Concept layouts were influenced by the project goals, site analysis, use zone delineation, LOPR park standards, and public input on preferred amenities. The Preliminary Concept Plans were presented at PAC Meeting #3 to gather input, and then placed online for the general public to have the opportu- nity to comment. All of the concepts include pedestrian and vehicular access, play areas, trailheads, and picnic shelters. The Preliminary Concepts are summarized below. Elements from both plans were used to develop the Draft Master Plan. Draft Concept Plan 1 In this concept, the stream is rerouted to the north valley wall. The realignment of the stream opens up more develop- able area for recreational needs, provides opportunities for buffering the stream and also improving the water quality. This concept moves the regional trail to the north side of Iron Mountain Boulevard and provides parking towards the front of the park site (over an existing asphalt surface). A nature play area is included just south of the trailhead. A viewing deck or boardwalk is provided near the wetlands. Views to the Hunt Club and wetlands are preserved. This concept allows wildlife access to water without having to cross the park. Water flow and hydro-dynamics will not be significantly altered from exist- ing conditions. Draft Concept Plan 2 In this concept, the existing stream alignment is retained with improved bank conditions and enhanced buffers. Nature play 135 Draft Concept 1 Iron Mountain Park Conceptual Plan Portland, Oregon May 2016 0 20 40 8040I r o n M o u n t a i n B o u l e v a r d 1 3 4 5 6 8 9 2 7 10 11 Gathering CirclePicnic ShelterTrailheadNature PlayViewing DeckLegend Limits of Work Wetlands Existing Tree Canopy Resource Buffer Grass Taxlots 1 Viewing Deck 2 Gathering Circle 3 Nature Play 4 Trailhead 5 Picnic Shelter 6 Restroom 7 New Fire Hydrant 8 Regional Trail Park Elements 9 Split-Rail Fence Contours (5’) 10 Bus Turnout 11 Parking (30 Spaces) 135 Draft Concept 2 Iron Mountain Park Conceptual Plan Portland, Oregon May 2016 0 20 40 8040I r o n M o u n t a i n B o u l e v a r d 1 3 4 5 6 8 10 2 7 9 Gathering CirclePicnic ShelterTrailheadNature PlayRestroomLegend Limits of Work Wetlands Existing Tree Canopy Resource Buffer Grass Taxlots 1 Gathering Circle 2 Trailhead 3 Nature Play 4 Restroom 5 Picnic Shelter 6 New Fire Hydrant 7 Bus Turnout 8 Parking (12 Spaces) Park Elements 9 Split-Rail Fence Contours (5’) 10 Regional Trail Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 17 July 17, 2017 5. Master Plan 18 esassoc.com 5. Master Plan The plan shows a portion of a future Metro regional trail bisect- ing a portion of the park, but there are no immediate plans for this trail section to connect to a broader City or regional system at this time. Additional thoughts regarding improvements associated with access and safety are located near the end of this document in the Future Considerations section. Parking The parking lot is located at the southern boundary of the park, paralleling Iron Mountain Boulevard. It has two drive- ways providing entry to a single drive aisle with angled parking on either side. There is a single pull through spot for bus park- ing. This parking lot will support the picnic shelter, gathering circle, boardwalk, and nature play, as well as support trail users. It will provide 20 paved parking spaces, with potential for development of an additional 10 spaces. The drive aisle will be standard vehicle rated asphalt, and the parking stalls will be porous paving. The amount of parking is consistent with LOPR experience of other similarly sized projects including West Waluga Park. elements, picnic shelter and gathering circle can be accessed by an existing culverted roadway across the stream from the park entrance. The regional trail is adjacent to Iron Mountain Boulevard. The stream will be restored, but remains in its existing alignment. Existing stream crossings (culverts) are utilized to access the more active portions of the park from Iron Mountain Boulevard and the parking lot. 5.3 Recommendations The Draft Master Plan was developed with significant collabora- tion with the Planning Advisory Committee, input gathered from the public, meetings with City staff, and community needs iden- tified in the Lake Oswego Parks Plan 2025. The Draft Master Plan is shown in the figure below. Specific elements are described in the following sections. Transportation and Access Iron Mountain Park has the potential for good pedestrian access opportunities for residents with frontage along Iron Mountain Boulevard. Substantial infrastructure development will need to happen for these opportunities to become reality. 1 2 3 4 5 5 6 6 77 8 9 10 11 12 12 12 13 13 14 15 16 16 17 17 18 18 19 19 19 20 21 21 20 20 20 20 20 22 23 ENTRY EXIT REGIO N AL T R AIL 24 25 26 26 27 27 28 IRON M O U N T AI N B L V D 29 30 BUFFE R BUFF E RPROPERTY LINEBUFFER16 16 13 9 PICNIC SHELTER4 NATURE PLAY3 BOARDWALK2 PEDESTRIAN BRIDGE 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Stream Restoration Pedestrian Bridge Boardwalk Nature Play Irrigated Lawn Native Meadow Native Meadow Buffer Gathering Circle Picnic Shelter (2) Stall Restroom Entry Plaza Accessible Picnic Tables Bench Bus Loading Zone (18) Stall + (2) ADA Parking Lot Permeable Pavement Potential Future Parking Expansion Stormwater Area Planting Buffer Split Rail Fencing Vehicular Bollards Safe Trail Crossing Plaza + (5) Bicycle Racks Pedestrian Sidewalk Trailhead Soft Surface Trail Gravel Paving Concrete Paving Wetland Interpretive Signage 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Iron Mountain Park Conceptual Plan CITY OF LAKE OSWEGO PARKS AND RECREATION | LAKE OSWEGO, OREGON FEBRUARY | 2017 819 SE Morrison St, Suite 310 Portland, OR 97214 P: (503) 274-2010 F: (503) 274-2024 Entry Plaza There will be an entry plaza adjacent to the parking lot. This area is intended to provide a space for visitors to orient them- selves with the park upon entering from the parking lot or regional trail. Bicycle parking for a minimum of five bicycles will be provided at the plaza. There is potential for signage that provides wayfinding and park rules to be located here. As with the parking lot, if feasible, porous paving will be used for the plaza hardscaping. Trails Three trail types are proposed within the park. The majority of the trails will be minor gravel-surface paths, forming a network throughout the lower portions of the park and connecting park features. The major shared-use path will maintain an impor- tant connection from the parking lot/regional trail through the active portions of the park with a paved surface. A soft surface trail will loop throughout the park, providing an alternative surface for walkers and joggers, and allowing park users to enjoy the mature tree groves while minimizing impacts to the trees. Shared-use paths will be provided in the more devel- oped portions of the park. The regional trail is shown along the southern edge of the park and separates the active use area from the parking lot. This trail originally was shown by Metro as being on the south side of Iron Mountain Boulevard in the railroad right-of-way. Through staff discussions with Metro officials it was deter- mined that incorporating it into the park would be benefit for both the park and the trail. Staggered gates at the cross- ing from the parking lot, and signage, will alert park users to potential conflicts with bike users on the trail. This trail will be 12’ wide to accommodate both pedestrians and bikes. It is assumed that the trail will be either concrete or asphalt, and porous pavement will be considered as well. Paved trails within the developed portion of the park will be designed to meet the requirements of the Americans with Disabilities Act (ADA). Striping, raised crossings, and other traffic calming measures should be included where pedestrian, bike, and vehicular circulation interface. Trails leading from the developed portions of the park into the forested hillside will connect with the existing trails crossing the slope above. These trails will primarily be narrow, soft-sur- face trails that require less grading and can be routed through the existing trees to minimize the need for any tree removal. The soft surface trails will also enhance wildlife viewing due to the lack of foot noise (e.g. crunching of gravel). Nature Play Nature-based play is fast becoming a must-have in develop- ment of progressive play spaces for children in parks and school yards. Nature play can contribute greatly to health and human development, and can be a springboard for the next generation of naturalists and conservationists. Nature-based play, as a concept, is perfectly suited to this park as it relies less on scripted and location-specific activities, but encourages free thinking and discovery through active par- ticipation with natural materials. The notion that children are encouraged to play WITH nature, rather than in nature, opens up a plethora of educational opportunities. With the merging of play and nature we further the ability to open minds to a vast sea of potential in a variety of directions. Play elements for Iron Mountain Park should incorporate active participation with natural materials (Sticks, sand, boulders, etc.) to emphasize connectivity with the natural forces within the park. Care should be given to future design development to ensure that whatever elements are chosen for the play area are compatible with the desire for relatively low levels of noise to limit impacts on local wildlife. Incorporating the Lake Oswego Arts Council during the design of nature play elements should be strongly considered. Gathering Circle Gathering circles (also referred to as conversation and learning circles) provide multiple opportunities for a diverse mix of edu- cational and community-building activities. Designed to foster interactive discussions, these circles allow a variety of groups to build, share, and express knowledge. It will also double as a nature-based play piece, due to its proximity to the play area. The intent at Iron Mountain Park is to provide a circle that is constructed of materials that are both natural and highly durable. Solid wood or stone would be preferred types. Boardwalk The boardwalk was highly desired by a large majority of the public during the design phase. It will allow park users to get close to the rehabilitated and constructed wetlands at the edge of the Hunt Club pond. Working in concert with the gathering circle, the boardwalk extends the educational opportunities all the way to the water’s edge. The design provides for looped access to provide as varied an experience as possible. The northern path and the boardwalk itself are designed to meet ADA requirements. The boardwalk Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 19 July 17, 2017 5. Master Plan would not have railings, but would have a short curb at the edges. The surface material will be pultruded fiberglass which will provide an accessible surface that does not get slick and will outlast most any other decking alternative. The potential addition of railings, gates, or other techniques to discourage dogs from disrupting pond wildlife should be explored in the next design phase. Stream Restoration PAC members noticed that in both the outreach event and in the online exercise, the stream alignment represented in Concept 1 was more popular. Participant’s preferred the stream being re-routed closer to the hillside and the addition of a pedestrian bridge across the stream. Through close coordi- nation with the stream restoration the design team was able to affect this change in a way that benefitted both projects. This alignment will provide additional and immediate shading of the water within the stream from the existing forest, as well as provide a more protected approach for the animals living in the forest. The park will benefit by having a larger contigu- ous area for the more active portions. It will also allow public safety officers a better view into the park. At the trailhead there will be a need to construct a bridge to access the trails on the hillside above. Trailhead and Bridge The trailhead will include a kiosk that will be able to provide trail maps, park rules, and scheduling information for park users. The area will have gravel as the primary surface, and should be relatively understated. The bridge will create a nice gateway into the upper portions of the park, as well as a place for park visitors to be able to see the stream as they are crossing. Picnic Shelter The picnic shelter will provide for extending the use of the park as it will provide cover from rain, as well as shade during the summer. It has been sized to accommodate two full size picnic tables and would be perfect for gathering of up to 15-20 20 esassoc.com 5. Master Plan people. Anything larger was deemed incompatible with this portion of the park due to the limited area and the desired natural character of the park. Restrooms Restrooms are an important and necessary support amenity in a citywide park. Due to the limited size of the developed portion of the park a single restroom is recommended. This restroom will include multiple stalls and be ADA compliant. It is located near the entry plaza for the convenience of park users and maintenance activities, but well enough in the park to not become a “rest stop” for anyone travelling on Iron Mountain Boulevard. Site Furnishings Site furnishings include picnic tables, benches, trash recep- tacles, bicycle racks, and drinking fountains. These amenities are small but are critical elements for the enjoyment of park users. Bicycle racks will be located near park entry plaza to encourage alternative transportation to the park. Benches and picnic tables will be scattered throughout the park to provide a diverse array of settings for picnicking, socializing, or resting. Trash receptacles and drinking fountains will be located near the entry plaza and at the trailhead. Trash receptacles should be located for easy access by park maintenance staff. Landscaping Planting materials used in the park should be native to the park to the greatest extent practical. Plantings along the relocated stream corridor will be part of the stream restora- tion effort. Where the park development abuts that, and at the areas not specific to the higher developed portions of the park, plantings should be considered as restoration and should mimic typical pre-columbian plant selections and layout. Within higher use areas, like the parking lot, care should be taken in selecting plant that will adapt to the relatively harsh conditions there. Plants should be varieties of natives, or orna- mental plants that closely resemble western Oregon plants. Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 21 July 17, 2017 5. Master Plan • "See and be seen" is the overall goal when it comes to CPTED and natural surveillance. A person is less likely to commit a crime if they think someone will see them do it. Lighting and landscape materials play an important role in Crime Prevention Through Environmental Design. • Natural Access Control is more than a high block wall topped with barbed wire. CPTED utilizes the use of walkways, fences, lighting, signage and landscape to clearly guide people and vehicles to and from the proper entrances. The goal with this CPTED principle is not necessarily to keep intruders out, but to direct the flow of people while decreas- ing the opportunity for crime. • Creating or extending a "sphere of influence" by utilizing physical designs such as pavement treatments, landscaping and signage that enable users of an area to develop a sense of proprietorship over it is the goal of this CPTED principle. Public areas are clearly distinguished from private ones. Potential trespassers perceive this control and are thereby discouraged. • CPTED and the "Broken Window Theory" suggests that one "broken window" or nuisance, if allowed to exist, will lead to others and ultimately to the decline of an entire neigh- borhood. Neglected and poorly maintained properties are breeding grounds for criminal activity. Resource Protection The stream channel and riparian corridor at Iron Mountain have been degraded due to past land practices, including the placement of fill material along the banks and throughout the site. As part of proposed stream and wetland restoration, non-native invasive species such as Himalayan blackberry will be replaced with a diversity of native trees, shrubs and ground- cover. Relocating the stream to a new meandering channel with gentle slopes will lengthen and widen the riparian cor- ridor for the benefit of several aquatic and terrestrial species found at Iron Mountain Park. With these improvements the habitat complexity will increase and we expect to see an increase in species richness among the songbird species. Aesthetics and code requirements will be important factors in plant selection. There is a small portion of the park that will have a manicured lawn. Through the design process we heard from the public that providing for a place for children to run and families to have picnics would be important. It was also determined to be a way to focus activity in a few select areas within this portion of the park to relieve pressure on more sensitive parts of the park. The remainder of the developed part of the park will be seeded with a native meadow mix. The intent would be to provide a mixture of lower growing grasses and wildflowers, with an emphasis on pollinator and forage species. Maintenance efforts to coordinate with blooming times is desired, if possible. Site Lighting Lighting will be included within the park to enhance security and to extend use of key features. The parking lot will have minimal lighting for security. Activity lighting will be included for key features that may be used in the afternoon or evening. Lighted amenities may include picnic shelters, trailhead, and entry plaza. The features that are lighted and the duration of the lighting will be determined based on demand and com- munity feedback. Activity lighting will end prior to park closure each day, so that after-hour use will be discouraged. Utilities The park is well-served by public water, sanitary, and storm sewers within Iron Mountain Boulevard. Providing necessary services for park facilities will not be an issue. Potable water service will be provided as a single system that serves the entire park. The system design will be determined at the time of development and be dependent on phasing and site constraints (such as large trees and topography). Potable water will be necessary to serve the public restrooms and drinking fountains, as well as irrigation for ornamental shrub and lawn areas. Sanitary service will also presumably come from Iron Mountain Boulevard. It will be required for the restroom and the drink- ing fountains. The precise location and depth of the sanitary sewer will be determined during the design phase. The intent is to treat all stormwater on site. The plan shows two areas in the parking lot devoted to stormwater. These are located and sized to be able to treat all of the impervious areas within the parking lot as shown, as well as for the potential expansion. Hard surface trails and paths could be treated with adjacent filter strips. Safety The development of the Iron Mountain Park concept plan incorporated design guidelines of Crime Prevention Through Environmental Design (CPTED). CPTED has four main principles: 22 esassoc.com 5. Master Plan • Prioritize the use of native plants and minimize require- ments for irrigation • Preserve and protect existing trees to the extent practicable • Limit the use of fertilizer and herbicides. 5.4 Future Considerations During the course of developing the Master Plan several ele- ments and concerns came to light that were outside of the scope of this project. In order to ensure that these concerns not be lost during future design phases we described them as follows. Traffic and Pedestrian Safety Iron Mountain Boulevard is an important vehicular, bicycle, and pedestrian corridor that links several north side neighbor- hoods as well as the Boones Ferry Road commercial corridor and Downtown Lake Oswego. It is also a link to the Lake Oswego Hunt Club, Oswego Lake Country Club, and the upper trail that exists within Iron Mountain Park. When completed, the improved Iron Mountain Park will be a big draw that will provide much needed open space for the north side. As a special hybrid park it will contain features that will be attractive to all City residents. Vehicular, bicycle and pedestrian traffic to the park can be expected to increase. The Iron Mountain Park Master Plan addresses trails/paths within the new park space but the conditions and needs of the path along the full roadway are not part of the plan's work scope. The City's Transportation Advisory Board and Engineering Department have considered restriping Iron Mountain Boulevard to allow a few more feet on the south edge of the roadway. A full bike path of 8 to 12 feet wide on the south edge While natural resources will be temporarily disturbed dur- ing construction and for the first few years while vegetation establishes, the long-term improvement in wildlife habitat is anticipated to offset short-term impacts and create habitat of higher value. Reducing fragmentation by creating a single, open reach of the stream, and connecting it directly to the high-quality forested slopes above will benefit the local fauna over the long term. As part of the permit application to the Corps and DSL, the stream restoration team addressed the expected ecological uplift of stream and wetland restoration using the "Oregon Rapid Wetland Assessment Protocol (ORWAP),” which is a plan- ning tool for land managers and restoration ecologists. Sustainability Sustainability in construction, materials, and maintenance are important elements of the Iron Mountain Park Master Plan. It will incorporate Lake Oswego’s sustainability framework including: • Provide public access to and use of existing and future natu- ral areas while ensuring site protection and stewardship • Encourage resource conservation and protection when developing facilities, projects and environmental programming • Encourage walking and biking to the park with safe trails connecting the surrounding neighborhood • Limit the use of impervious pavement and use pervious pavement where practicable • Incorporate aesthetically pleasing stormwater treatment facilities for runoff from all streets and parking lots Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 23 July 17, 2017 5. Master Plan and/or improved sight lines. Pedestrian crossings should also be considered at the Campbell Native Garden just east of the roundabout. Access The level of use for this park will only truly be determined after it has been completed. Suitability of parking levels may need to be modified based on ongoing observations on availability. The amount of parking shown on the master plan was deter- mined by evaluating public comments with the PAC and LOPR staff, and by assessment of similar facilities in the region. Additionally, the park’s “carrying capacity” will be closely monitored. Care will be given to making sure that the resto- ration efforts within the park, and the wildlife that inhabit it, have adequate capacity for their ongoing coexistence. Trail Use The master plan process looked at existing trails and made broad recommendations for improvements and connectivity. Types of use were not part of this scope. Public comments, however, provided some insight into public desires, and should be considered when trail design begins. Culvert Adjustment Consideration should also be given to adjusting the existing culvert under Iron Mt. Blvd. at the east end of the primary park development area to restore flow into the site to historical levels.zz would require infill/widening of the roadway to gain space due to the narrow right-of-way and steep slopes along the adjacent railroad embankment. The existing path along the north edge of the roadway, which is more like a road shoulder than a full path/trail, is more often used by people who walk, run, and bicycle through the corridor, with dogs and baby carriages part of the flow. With varying widths (8' narrowing to 3'), blind curves, and higher traffic speeds (40 MPH), along with pedestrians, bicyclists and dogs moving in/out of the shoulder onto the roadway, residents have expressed concerns about visibility and safety along Iron Mountain Boulevard. For motorists, there is also a safety concern regarding traffic exiting to Summit Drive from Iron Mountain Boulevard due to the odd angle of Summit and difficulty seeing on-coming traf- fic. It is also difficult to see on-coming traffic and pedestrians in the traffic circle due to grade differences and dense vegeta- tion. Visibility and congestion in the circle is also a concern when several pickup trucks with horse trailers are stacked up at the Hunt Club entrance. Adjusting the width of the south edge of the roadway could add a few feet for bicyclists but the existing path on the north edge needs attention. Ideas for improving the path should be considered as a follow-up to the Iron Mountain Park Master Plan. These include: pushing back the short retaining walls on the road's blind curves to expand the 3-foot shoulder to a full bike lane; expanding the path to a wider 2-lane bike path; wood guard rails along the north shoulder to separate vehicu- lar and pedestrian traffic; reducing the 40 MPH speed limit (the PAC suggested 25 MPH); and improving the Summit intersec- tion with better pedestrian crosswalks, lighting, a 4-way stop, 24 esassoc.com 6. Implementation Costs 6.1 Estimate of Probable Cost A preliminary cost estimate was developed for implementing all of the elements included in the concept plan. The estimates below include costs for design, permitting, and construc- tion, and include a contingency to cover unforeseen elements and changes that may arise during the detail design and construction. Potential funding sources include Park System Development Charges and Transportation System Development Charges, a General Obligation Bond measure, state and federal grants, and private donations. Development at the park could be supplemented with volunteer work crews. Estimated construction costs for all of the elements within the master plan total between $856,000 and $1,070,000 in 2017 dollars. An estimate of costs for major park elements, including design and permitting services, is included below: • Site Utilities $40,500 – $69,500 • Earthwork and Demolition $35,300 – $44,100 • Stormwater Facilities $13,700 – $17,200 • Parking Lot $142,600 – $178,300 • Pedestrian Paving $8,700 – $10,800 • Site Structures $90,000 – $112,500 • Nature Play Area $40,000 – $50,000 • Site Imprvmnts/Frnshngs $329,900 – $412,400 • Planting $ 112,700 – $140,800 • Erosion/Sediment Controls $27,600 – $34,400 • Totals $856,000 – $1,070,000 6.2 Priorities and Phasing Park phasing and development will be dependent on avail- able funding. LOPR is actively seeking grant finding through a variety of sources to provide 50% of the development costs, 50% of the costs have been budgeted utilizing Park System Development Charge proceeds. The park will be developed as shown in the Conceptual Plan. If phasing is deemed necessary LOPR will develop a phased approach to meet funding realities The stream restoration is being developed through a separate process. Funding for that will also be from other sources. It is hoped that the stream restoration and park developments outlined in this document would be constructed at the same time to maximize financial efficiencies and to limit the duration of construction activities at the site. 6.3 Permitting Requirements Current land use in the park includes open space/passive recreation and wildlife habitat (PNA – Park and Natural Area Zoning). All property surrounding the park is zoned residential with the exception of the southern boundary which is public right-of-way (Iron Mountain Boulevard). The stream restoration will be permitted through a separate process. Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 25 July 17, 2017 References City of Lake Oswego Parks & Recreation Department. “Park and Recreation Facility Survey Summary Report.” December 2004. City of Lake Oswego. “Iron Mountain Restoration Plan.” March 2014. City of Lake Oswego. “Oswego’s Iron History 1865-1928.” August 2010. City of Lake Oswego. “Sustainability Action Plan for City Operations 2014 Update.” March 11, 2014 Commission for Citizen Involvement. “Citizen Involvement Guidelines for Lake Oswego.” September 1990. Environmental Science Associates. “Iron Mountain Natural Area Habitat Assessment and Enhancement Recommendations.” November 2012. Janet Goetze. OregonLive.com. “Lake Oswego’s New Iron Heritage Trail Offers Walkers and Bicyclists Glimpses of the City’s Industrial Past.” February 9, 2012. Jones & Jones Ames Associates. “Iron Mountain Boulevard Park Master Plan.” July 1, 1984. Kittleson & Associates, Inc. “Transportation System Plan 2015-2035.” September 2, 2014 Koler/Morrison Planning Consultants. “Historic Resource Protection Plan, Lake Oswego Study Unit.” August 1989. Lake Oswego Planning Division, City of Lake Oswego. “Lake Oswego Urban & Community Forestry Plan.” December 2007. MacLeod Reckord. "Lake Oswego Open Space Plan." March 6, 2001. MIG. “Lake Oswego Parks, Recreation and Natural Systems Plan 2025.” July 31, 2012. Sorenson, Saundra. The Lake Oswego Review. “Befriending Iron Mountain.” February 19, 2015. The City of Lake Oswego. “Lake Oswego Comprehensive Plan 2010-2013, Volume 1.” March 18, 2014. 26 esassoc.com Appendix A Iron Mountain Park Master Plan Cost Estimate DATE:4/17/2017 OPINION OF PROBABLE CONSTRUCTION COST Qty Unit Unit Price Est. Cost Erosion and Sediment Controls Sediment Fencing 2075 LF $4.25 $8,819 Inlet Protection 3 EA $90.00 $270 Tree Protection Fencing 2398 LF $5.00 $11,990 Construction Entrance 1 EA $2,500.00 $2,500 Temporary Const Fencing w/ Gate 985 LF $4.00 $3,940 Sub-Total $27,519 Earthwork and Demolition General Excavation 94 CY $10.00 $941 Tree Removal 3 EA $500.00 $1,500 Clearing and Grubbing 77061 SF $0.25 $19,265 Demo Existing AC Path 4665 SF $1.00 $4,665 Stockpiled Soil & 1/3 Compost & Gravel 47 CY $25.00 $1,176 Finish Grading 77,061 SF $0.10 $7,706 Sub-Total $35,253 UTILITIES Water 3/4" water supply pipe 215 LF $30.00 $6,450 1.5" water supply pipe 195 LF $35.00 $6,825 Sub-Total $13,275 Electric Parking Lot Lighting 2 EA $7,500.00 $15,000 Sub-Total $15,000 Sewer 6" pipe to sewer system 280 LF $90.00 $25,200 Cleanout 2 EA $1,000.00 $2,000 Sub-Total $27,200 Stormwater Stormwater Facilities 1 LS $13,689.37 $13,689 Sub-Total $13,689 Parking Lot Asphalt Paving (with Base)17100 SF $8.00 $136,800 Parking Lot Signage 4 EA $500.00 $2,000 Concrete Wheel Stops 18 EA $100.00 $1,800 Striping 1 LS $2,000.00 $2,000 ESA 6/15/2017      Lake Oswego Parks and Recreation | Iron Mountain Park Master Plan environmental science associates 27 July 17, 2017 Sub-Total $142,600 Pedestrian Paving Paving - Concrete 3,055 SF $5.00 $15,275 Paving - Gravel 3,446 SF $2.50 $8,615 Sub-Total $8,615 Site Structures Picnic Shelter 1 LS $50,000.00 $50,000 Restroom 1 LS $40,000.00 $40,000 Sub-Total $90,000 Nature Play Area Nature Play Area 1 LS $40,000.00 $40,000 Sub-Total $40,000 Site Improvements / Furnishings Benches 9 EA $1,800.00 $16,200 Bollards 37 EA $500.00 $18,500 ADA Drinking Fountain 2 EA $6,000.00 $12,000 Boulders 37 EA $225.00 $8,325 Picnic Tables 3 EA $4,000.00 $12,000 Boardwalk 1,852 SF $120.00 $222,240 Interpretive Signage 1 EA $5,000.00 $5,000 Loop Bike Rack 5 EA $500.00 $2,500 Split Rail Fence 1,102 LF $30.00 $33,060 Sub-Total $329,825 Planting Planting 17,191 SF $4.00 $68,764 Seeded Rough Lawn (native)11,006 SF $0.25 $2,752 Topsoil 637 CY $30.00 $19,101 Irrigation 11,006 SF $2.00 $22,012 Sub-Total $112,629 $0 SUBTOTAL DIRECT CONSTRUCTION COST: $674,790 $0 MOBILIZATION/INSURANCE/BONDING (8%): $53,983 $0 CONTINGENCY (25%): $182,193 $0 (Target Budget)GRAND TOTAL: $910,966 ESA 6/15/2017      28 esassoc.com Appendix B Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #1 Summary (1/7/16) 1 Planning Advisory Committee Meeting #1 Summary January 7, 2016 Santiam Room, Palisades Building, 1500 Greentree Road, City of Lake Oswego, OR Process and Schedule The Iron Mountain Park Conceptual Plan process combines technical analysis of the park site with the input of the community to set a direction for site design and the addition of new facilities. A Public Advisory Committee (PAC) representing the interests of the diverse users and neighbors of Iron Mountain Park will provide guidance throughout the process. The first PAC meeting, held on January 7th, 2016 combined the kick-off of the process with a preview of the materials for the first major public outreach event (Phase 1 of the timeline presented in Figure 1). City of Lake Oswego project manager Ryan Stee introduced the consulting team and initiated a round of introductions by the PAC members in attendance (listed at the end of this summary). Figure 1: Iron Mountain Conceptual Plan process timeline Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #1 Summary (1/7/16) 2 About Iron Mountain Park and Trails Following the discussion on the project timeline, the project team provided PAC members with the site analysis report and a brief presentation on existing conditions. The Site Analysis Report is available at the project web page www.ironmountainpark.org Discussion of the current conditions, opportunities and challenges was recorded graphically during the meeting and is transcribed below. Emphasis is added where an idea was repeated multiple times. What is special about Iron Mountain Park? • It is the only park within walking distance for many residents • Opportunity to engage kids in nature o Lead to/ connect to trail • One of few places to ride horses o Natural o Dark o Wildlife • It is an educational resource o Natural resources o History • Attracts people who come away with a new appreciation for nature • Provides a sense of awe and pleasure Opportunities • Think about the big picture, beyond the park boundaries o Connections o Role of this park in making the whole system work better o Show more context • Relationship to Lake Oswego Hunt Club o Shared parking o Improved access o Education programs for youth • Public restroom facilities • Connect Campbell Native Garden • Safer crossing (at Summit) • Flooding as a learning opportunity for existing constraints in the site Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #1 Summary (1/7/16) 3 Opportunities (Continued) • Landscape and make it appear park like o Native plants • Bike path • Make the park a part of the pedestrian route along Iron Mountain Boulevard • Integrating art • Identify volunteer projects • Explain the pending clean-up of the site and what it could be o Tell the backstory of the utility work o Create and improve sightlines into the park o Anything would be an improvement o Grant opportunity • Improve north side of road • Incorporate the history of iron mining and the Hunt Club o Mine shaft access? Located high on site and potentially hazardous Challenges • Many stakeholders/ complexity • Limited developable site • Confusing access • A place to play could be in conflict with natural resources • Fill/debris removal • Recent and past work damage • This site is all edge, the hardest kind of natural resource to manage • Stream restoration is expensive and may warrant a separate budget • Could the culvert be replaced higher? • Facilities without lights encourages vandalism Further research and background documents suggested • 1980s plan as reference point • Neighborhood Association proposal on trails • Iron Mountain Boulevard Trail • Wetland delineation at Hunt Club • Lake Oswego Hunt Club mark-up map Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #1 Summary (1/7/16) 4 Community Outreach The consulting team previewed the concept of the charrette to be held on January 30, and invited the PAC to help shape the materials and the outreach process to ensure a good turn-out. PAC members were also asked to put the charrette on their calendars. Ideas from the PAC included: • Develop vision first • Set the context for big picture o Respect for what is there • Size of site in comparison to other Lake Oswego Parks • Park is centrally located in Lake Oswego and matters to many people • Tap into the Neighborhood Association lists o Provide text for an invite and the associations can pass it along o City channels (list from Lake Oswego Ryan) • Tap into organizations about nature for further outreach Next steps The key next step is the design charrette scheduled for January 30, 9:30AM at the Palisades Building in the gymnasium. List of attendees • Mike Buck, Friends of Iron Mountain Park, Lake Grove Neighborhood Association • Elizabeth Hills, Country Club Neighborhood Association • Trina Lee, Lake View/Summit Neighborhood Association • Heather Charvet, Hunt Club • Janice Weis, Hunt Club (Alternate) • John Lamotte Planning Commission Representative • Bill Ward, Planning Commission Representative (Alternate) • Fraser Wick, Natural Resources Advisory Board Representative • Lisa Adatto, Sustainability Advisory Board Representative • Susanna Kuo, Historic Resources Advisory Board Appointed Representative • Jan Wirtz, City of Lake Oswego Recreation • Megan Big John, City of Lake Oswego Parks • Jeff Munro, City of Lake Oswego Parks • Ryan Stee, Lake Oswego Project Manager • Ryan Mottau, MIG Inc. • Mike O’Brien, ESA Iron Mountain Park Conceptual Plan Community Design Charrette Date January 30, 2016 Time 9:00 – 12:00 PM Location Palisades Building, Gym, 1500 Greentree Road Agenda Visit www.ironmountianpark.org or https://www.ci.oswego.or.us/parksrec/iron-mountain-park-plan for more information 9:30 – 9:40 am Welcome and Introductions 9:40 – 10:00 am Iron Mountain Today  Existing conditions presentation  Questions and discussion 10:00 – 10:20 am Table Discussion  Introductions: What is your favorite thing about Iron Mountain Park?  Review scale of primary access/developable area 10:20 – 10:45 am Table Exercise: Activity Images  What activities fit (or do not fit) at Iron Mountain Park?  Additional ideas for activities? 10:45 – 10:55 am Large Group Discussion: Additional Activities 10:55 – 11:30 am Table Exercise: On The Map  Scale of features: what fits?  Relationship 11:30 – 11:50 pm Report Back 11:50 – 12:00 noon Next Steps Iron Mountain Park Conceptual Plan Community Design Charrette Date January 30, 2016 Time 9:30 – 12:00 PM Location Palisades Building, Gym, 1500 Greentree Road Instructions for Assisting at the Charrette Sign-In (9:30) 1. Ask each participant to sign in and create a name tag 2. Provide an agenda and ask people to gather at the table marked with the number/color on their name tag Project Team Presentation (9:40) 1. Consultants will give background of the site and project, and parameters of the charrette exercise. Table Discussion (10:00) 1. Ask each person around the table to introduce themselves and answer: “what is your favorite thing about Iron Mountain Park?” 2. Write down responses on feedback form 3. Describe the materials on the table: o Site plan (one sheet with context and detail of “developable area”) o Park Master Plan from 1984 o Activity images (booklet or board) o Scale comparison Table Exercise (10:20) 1. Ask everyone to spend five minutes looking through the activity/amenity images (which will also be projected on the wall) 2. Starting at the beginning of the package/board, ask the group to indicate a thumbs up/thumbs down vote in response to the question: Which of these activities or features do you think do (or do not) fit at Iron Mountain Park? 3. Ask if there are any more activities or amenities (not shown in the book/board) that would fit at Iron Mountain Park Iron Mountain Park Conceptual Plan Large Group Discussion: Additional Activities (10:45) 1. Provide a quick summary of the activities and amenities your table gave the most “thumbs up” to 2. List off any new activities or amenities your table came up with Table Exercise: On The Map (10:55) 1. Direct the group to look at the site plan and orient to any key locations (developable area, trail heads, Hunt Club) 2. Point out the scale references on the activity images (small, medium, large) and the scale comparison that shows the size of this site in relationship to other Lake Oswego Parks 3. Using the list of activities/amenities that were most popular, ask where on the site your group would like to see them placed 4. Use markers, scaled elements (small medium large circles) to locate the activities and amenities on the site 5. Label any elements (small medium large circles) with the activity you have discussed 6. Use the glue sticks or tape to secure the pieces you are generally agreed to. 7. Summarize the following points for the report back: a. What were the main things you placed in the park? b. What locations were the most important to your group? c. What activities/amenities wanted to be clustered, which wanted to be separated? d. What didn’t fit (from your list of activities/amenities? Report Back (11:30) 1. Provide (or delegate) a brief summary of the key points above Thank you for your help in making this charrette work! PARKS PLAN 2025 GOALS Adopted July 31, 2012 These are Parks Plan 2025 goals that relate directly to Iron Mountain Park. They are our guide in developing the Master Plan. During the Parks Plan 2025 public involvement process, the community identified the three essential services (Play for Children; Exercise and Sports; and Experiencing Nature) that should be located close to home. • Iron Mountain Park provides two of three essential services (Experiencing Nature; Exercise and Sports). • Iron Mountain Park is identified as a site with historic resources and is one of the five habitat connectivity and clusters in the city. Listed below, are specific recommendations which involve Iron Mountain Park as a relevant park site. The Parks Plan 2025 recommendations (Chapter 5 in the Parks Plan 2025 Plan) identify specific steps and park sites necessary to implement the plan objectives and goals. Recommendations are organized by goal and they include a list of existing sites to guide and prioritize implementation. GOAL 1: FILLING GEOGRAPHIC GAPS • 1.1: ADD NEW PLAY AREAS Identify locations within existing park sites that could address play for children service gaps and add play areas. Iron Mountain Park (natural character) • 1.2: DEVELOP TRAILS AND PATHWAYS Develop the interconnected, city-wide pathway system as proposed in the Trails and Pathways Master Plan (2003), including pathways within existing and future parks as well as pathways that connect parks and community destinations. Iron Mountain Park • 1.3: IDENTIFY AND INTEGRATE NATURAL FEATURES Integrate natural features and opportunities for nature play and interpretation into existing parks. Iron Mountain Park • 1.5: CONNECT NATURAL CORRIDORS Protect land to expand and connect existing natural resource habitat clusters. Springbrook Creek - Iron Mountain Habitat Cluster GOAL 2: INVESTING IN EXISTING PARKS AND FACILITIES • 2.9: PROTECT AND PRESERVE HISTORIC RESOURCES Stabilize and restore historic and archeological resources in parks. Iron Mountain Park is listed as a relevant park site. More on other side  GOAL 3: PROVIDING RECREATION OPTIONS • 3.1: DEVELOP SITE MASTER PLANS AND DESIGNS Create park master plans and designs to ensure that new parks and renovated existing parks meet a variety of recreation needs. Iron Mountain Park (Master Plan). Iron Mountain Park is a signature natural area for the City and an important historical site. The park’s master plan is out of date. • 4.3: DEVELOP NATURAL RESOURCE MANAGEMENT PLANS Create natural resource management plans for prominent natural character sites or large hybrid parks with significant natural resources. Springbrook Creek - Iron Mountain Habitat Cluster • 4.4: RESTORE HABITAT Restore selected natural areas to their highest resource value and ecological function. Iron Mountain Park Iron Mountain Park Conceptual Plan Design Charrette #1 Summary (1/30/16) 1 Design Charrette Meeting #1 Summary January 30, 2016 Gymnasium, Palisades Building, 1500 Greentree Road, City of Lake Oswego, OR Lake Oswego’s Parks and Recreation Department held a Community Design Charrette on January 30th to inform the Iron Mountain Park Conceptual Plan. Around forty community members participated in this charrette facilitated by Ryan Mottau of MIG Inc., and Mike O’Brien of ESA. A list of attendees is included at the end of this memo. This memo provides an overview of the various discussions that occurred during the design charrette organized into the following sections:  Charrette Overview  Charrette Results o What are the activities that you would like to see at Iron Mountain Park? o What features fit at Iron Mountain Park?  Next Steps  List of Attendees Charrette Overview Ryan Stee from the Parks and Recreation Department introduced the project team and welcomed the community members to the charrette. Ryan Mottau from MIG Inc. gave a brief overview and the role of the Iron Mountain Park as a city-wide facility (larger than a local park) located in the center of the City of Lake Oswego. He also reminded the participants about the recommendations pertaining to the Iron Mountain Park from the Parks Plan 20251. Recommendations from that planning process stated a need to develop a concept plan for the Iron Mountain Park properties and identified system gaps that could be accommodated within Iron Mountain. Mike O’Brien of ESA presented a slide show to illustrate the context and the park’s existing conditions. The presentation illustrated the following about the site:  Iron Mountain Park is a 51 acre natural park that is placed on a steep sloped area with a 9 acre lowland that includes wetlands and streams.  The park is the historic location of iron mining industry in Lake Oswego.  The park is located on Iron Mountain Boulevard adjacent to the Lake Oswego Hunt Club with a trailhead off of Brookside Road. The park amenities include a system of soft surface trails and wildlife viewing. 1 Parks Plan 2025 is the City of Lake Oswego’s Parks, Recreation and Natural System Plan. It provides the Parks and Recreation Department system-wide direction and strategies for the next 15 years. Iron Mountain Park Conceptual Plan Design Charrette #1 Summary (1/30/16) 2  The park is predominately forested with steep slopes and is one of the more bio- diverse parks within Lake Oswego. It features two stream corridors and wetlands.  Much of the natural resource features of the park are degraded and in need of stabilization, restoration and long term management.  Around 3 acres of land is considered developable. Mike O’Brien answering questions on existing conditions at the site Ryan Mottau recording table-wide findings as a wall graphic PAC member facilitating table discussions and map activities Community members recording features at scales that may fit well in the park site Following the presentation on existing conditions, participants at each table discussed their favorite thing about Iron Mountain Park. Following this brainstorming exercise and informed by a set of inspirational images provided by the project team, participants explored if and how these features could fit in the park. To provide the participants with scale references on the amenities/ features, the project team handed out scale comparisons that showed the size of this site in relationship to other Lake Oswego Parks. The PAC members assisted as facilitators at each table and helped with reporting-out group findings. Each group reported back the following: Iron Mountain Park Conceptual Plan Design Charrette #1 Summary (1/30/16) 3  What were the main things you placed in the park?  What locations were the most important to your group?  What activities/amenities wanted to be clustered, which wanted to be separated?  What didn’t fit (from your list of activities/amenities) Discussion from this process was recorded graphically during the meeting and is summarized below. Emphasis is added where an idea was repeated multiple times. Charrette Results What is your favorite thing in Iron Mountain Park? What activities would you like to see at the site in the future?  Peace and Quiet  Small gravel lot- shared parking with Hunt Club (10 to 15 car capacity and not very visually prominent)  Picnic table/equipment: boulders and logs  Nature Play  Restroom (small, composting, shared with Hunt Club)  Dogs away from Hunt Club  View/ Access to pond  Connect to Lower/ Upper Tryon Campbell Native Garden  Horse riding  Boardwalk loop (raised wood walkway)  The unfilled wetland found in one part of the site can be used as a model for rest of the site and in other parks in the city (“Oswego Wetlands”)  Offers a peek into old, existing mines in the site  Hiking  Walking with pets  Accessible  Bike  Birds (suggestion to incorporated bird blinds when designing facilities in the site)  Trail on Iron Mountain Boulevard (separated) and in the park Iron Mountain Park Conceptual Plan Design Charrette #1 Summary (1/30/16) 4 Figure 1: Graphic recording of favorite things/activities in Iron Mountain Park What features fit at Iron Mountain Park? The following elements were mentioned by multiple groups as a good fit within Iron Mountain Park:  Nature Play: Many participants emphasized retaining the wilderness and keeping the park natural. Nature play elements were mentioned by most of the groups as amenities that would fit with the existing character of the site. Some groups felt nature play elements can be interspersed throughout the site.  Trails and trailhead: Participants emphasized multimodal access to the park. Most groups mentioned developing interpretive trails and boardwalks that highlight the wetland features. Connecting the park site to the existing city-wide trail system was also stressed.  Kiosk or interpretive signage: Participants mentioned installing entry kiosks and other information kiosks throughout the site with interpretive signage. The entry kiosk could also integrate information about the location of different amenities/features in the park.  Wetland, restored stream and natural buffers: Most groups were interested in restoring the wetlands on the site. Participants suggested boardwalks and interpretive trials around the wetlands that would help visitors and users understand the historical and ecological significance of the site. Natural buffers (vegetation, wildlife corridors) were other suggestions that would protect streams and wetlands. Participants also suggested avoiding development within or disturbance of wildlife travel corridors and other ecologically sensitive areas.  Picnic areas and pavilions: Participants expressed interest in installing picnic tables and picnic shelters in the park. Many groups indicated these facilities should be Iron Mountain Park Conceptual Plan Design Charrette #1 Summary (1/30/16) 5 designed to minimize physical and visual disturbance to the site and respect the ecological context.  Parking: Most groups suggested limited parking should be available on the site. Participants suggested permeable parking treatments to help with minimizing stormwater runoff impacts. A desire for sharing parking with the LO Hunt Club, if feasible, were also voiced.  Restrooms: Participants recommended installing restrooms that will be easy to maintain and also respect the ecological context of the park site. Figure 2: Graphic recording of what activities/amenities fit in Iron Mountain Park Next Steps The project team will post an online exercise as a follow-up opportunity (based on the input from the PAC and the Charrette participants) allowing additional community members a chance to provide their thoughts. The results of the online exercise will be appended to this summary at the next PAC meeting. For updates on the project, visit www.ironmountainpark.org. Inputs from this process along with technical expertise of the project team will inform the design alternatives that will presented to the community members. Iron Mountain Park Conceptual Plan Design Charrette #1 Summary (1/30/16) 6 Photos of various groups presenting results from the mapping exercise that explored if and how various features could fit in the park List of attendees  Alexander Fulton  Anna Dettmer  Audrey Matteson  Barbara Hanildi  Barbara Wadman  Bill Ward*  Bob Sack  Brian McLaughlin  Corinna Campbell-Sack  Dan and Deb Work  Doug McKean  Ellen Ludwig Iron Mountain Park Conceptual Plan Design Charrette #1 Summary (1/30/16) 7  Greg McMurray  Halli Peil  Jan Wirtz*  Janice Weis*  Jerry Nierengarten  John LaMotte*  Jon Van Hoomissen  Jonathan Snell  Joy Prideaux  Kate Vance  Kathryn Nichols  Kristen Gottlieb  Kristin Engstrom  Lisa Adatto  Mary Turnock  Mike Buck*  Paul Lyons  Paul Lyons  Robin Halton  Ron Gronowski  Sharon Howley  Susan Nierengarten  Susanna Kuo*  Trina Lee*  Victor Nelson  Ryan Stee, Lake Oswego Project Manager  Ryan Mottau, MIG Inc.  Mike O’Brien, ESA  Mathangi Murthy, MIG Inc. * Denotes PAC members Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 8 Design Charrette Online Vision Exercise Results February 29, 2016 http://lime.migwebtech.com/index.php/survey/index/sid/728274/lang/en What is your favorite thing about Iron Mountain Park?  Hiking in a natural area. That there is natural habitat preserved in this urban/suburban area.  A wetland providing habitat to wildlife, and a chance to observe and appreciate a natural setting.  All the history that have within  already completed  "Although a bit difficult to find the access points, there are a few of them, which gives a visit to the area some change, each time.  Oops, two things... We very much like the change in elevation. The view from the top of the trail down over the Hunt Club is amazing. That huge barn looks quite small."  Beautiful forest with a lot of potential  Beautiful!  Being able to ride my bike from our neighborhood to nearly downtown LO without getting on a road.  CURRENTLY, THE HIKING TRAILS FROM THE UPLANDS AREA TO THE HUNT CLUB AND TO DOWNTOWN VIA IRON MTN BLVD  Great place to hike. Relatively unknown. Kind of sorry more people will find out about it :-)  Great running trail  green space in the city. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 9  Green space within the city. Biggest interest is to have more safe walking trails within city. Our lack of sidewalks make neighborhood walking hazardous.  Have never been before.  Haven't visited yet.  Hiking on the trails with my dog and grandchildren. It is a great resource.  Hiking trails, natural forest.  I can walk to it from my home.  I have never been there  I hope that I can ride my mountain bike there  I love running on the trails in the morning. Except for the face full of cobwebs. Any chance there is a plan to deal with that?  I love the "natural" undeveloped environment of Iron Mountain Park in the middle of the City. Every time I walk along the pathway or drive along Iron Mountain Blvd I am so grateful that it remains unspoiled. My hope would be that it remain one of the last holdouts of Nature in the midst of the ever increasing push to develop every square inch of land.  I love the hiking trails.  "I love the peace and quiet of the Park. I live within easy walking distance and walk there fairly regularly. Currently the paths are a mess due to new gravel being spread which has made things muddy and for difficult footing, but I am hopeful things will be completed soon.  The fact one can see wildlife in the Park is just a bonus"  I run by there every week. I didn't know it was a park. There are usually construction trucks parked there. The water fountain near there is never turned on and my runner friends and I usually dart behind a bush to relieve ourselves. Maybe some restrooms would be nice and a working water fountain.  Iron Mt. trail  it is a forested buffer between the lake and the subdivisions to the north.  It is home to a number of Madrone trees. Arbutus menziesii. There are several interesting things about these trees that are not well known one of which is that by my count we are losing a few each year from a small population in Lake Oswego and at one time they were more common and grew spontaneously where there are rock piles. But herbicides affect them more than other species and herbicides have been widely used in Lake Oswego for a number of years (for decades) without any concept of Integrated Pest Management until recently. The Western Garden Book puts it like this: "If you live in Madrone country and have a tree in your garden, treasure it."  It is near the Springbrook park and it has a trail with a trail head.  It is wild. I like the wide pathway. I like the lookout.  "Its ‘wild-ness’! It is amazing to have a natural area in the city within walking distance of many neighborhoods that is like areas most people have to drive a long way out of the city to enjoy. Because it hasn’t been developed, it still has some of the native plants & animals that lived here before houses built up around it. What a treasure! Woods, wildflowers, wetlands, deer, owls, etc. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 10  We need more such places, where wildlife can survive and people can become healthy in body & spirit immersed in the harmony of the natural world.  I walk the trails almost every day, watching it change through the seasons. I always feel healthier & more at peace when I get home than when I started out. It is the biggest reason we have lived in this neighborhood for 30 years."  "Its ‘wild-ness’! It is amazing to have a natural area in the city within walking distance of many neighborhoods that is like areas most people have to drive a long way out of the city to enjoy. Because it hasn’t been developed, it still has some of the native plants & animals that lived here before houses built up around it. What a treasure! Woods, wildflowers, wetlands, deer, owls, etc.  We need more such places, where wildlife can survive and people can become healthy in body & spirit immersed in the harmony of the natural world.  I walk the trails almost every day, watching it change through the seasons. I always feel healthier & more at peace when I get home than when I started out. It is the biggest reason we have lived in this neighborhood for 30 years."  It's close to where I live and I can walk up Fairway to get to the trail, which is where I walk my dog often. It's close to the Hunt Club and I enjoy seeing horses and riders there. I like the way it connects neighborhoods and brings people together.  Its large size makes me feel like it's an escape from urban or suburban life, to be surrounded by the tall trees and away from development. Plus the trail that connects Lake Grove with downtown Lake Oswego allows passage along a natural setting, avoiding Iron Mountain Blvd.  Its large size.  It's location  It's name and what it exemplifies: the history of the beginnings of what is now Lake Oswego. Also the fact that the designated Park area has not been developed and any development going forward should be done with extreme care so as not to ruin that which is precious and historic in that portion of the City.  Its natural forest feel.  its natural state and historic value  I've been in LO for 25+ years, didn't know it existed  Large sixes natural area with good trails  Leaving it as natural as possible and not changing the habitat unless environmental concern.  location  location  Location  Long paths to walk my dog on - easy access, friendly people.  love the views  My favorite aspect of Iron Mt. Park is that I can walk on relatively quiet paths, remote from car traffic, surrounded by trees and greenery. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 11  My favorite thing about Iron Mountain Park is the dramatic landscape -- the steep wooded mountainside with the wetland at its base. I love walking through the forest and observing the wildlife. It is also a very interesting park because it was the site of the earliest iron mine on the Pacific Coast. The combination of natural beauty and historical interest makes it a special place.  n/a  Natural elements of the park. I usually run by the park and it is a very pleasant space to run by/in.  Natural pathway. Views, shade  Natural space, wildlife, quiet  Nature  nature in the city  Nature, wetlands, escape from suburbia.  Never been. Where are the access points? Perhaps you should start by giving people basic information that would allow participation on site.  Never knew it was there.  No rusting vehicles, boats or trailers allowed on people's property. Love the Rec Center and all of the trails.  Opportunity to design a new park. I hope this means the construction equipment will be gone soon! I love on Hwy 43 and am eager for the pipe construction to end.  peaceful trails, that it is natural.  Please create a play park with SWINGS and activities for very little kids!  Potential for cycling  proximity and accessibility  proximity to my home  Proximity, wooded canopy  Quick opportunity to walk the woods and feel a bit removed from traffic. The wetlands are a good educational tool for kids as they are accessable.  Quiet walking/jogging trails without lots of bicycles.  Remoteness. Few people.  Right now my favorite is Iron Mt Trail with its beauty and unspoiled state which makes you feel like you are in the deep forest, miles from home. However, the wetlands area has the potential to become the favorite if it can be restored back to something resembling its original state. This park has fantastic potential.  rugged natural beauty. wildlife.  Running trails  Steep hiking trail, great walkable local access.  The biodiversity  That it is a city owned piece of land.  That it is a large natural area where I can walk. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 12  That members of the local community can walk into the park and hike existing trails quietly and without crowds. This limitation on access creates a natural cap on use of the park, which allows the natural environment and habitat to thrive and be experienced with a very light human footprint. I would like this aspect to be maintained.  That the park could restore a wetlands.  The ability to walk or jog through the canopied forest on a reasonably maintained trail.  The beauty and solitude of the trail.  The feeling that I am in a natural environment - that it is real.  The forested trails and its mining history  the hiking trails  The hiking trails.  The large tree canopy - the fact that it remains a natural area  The long, quiet trail provides a great hike through nature.  The natural character of the park. On the trail, you can see animals and plants and feel like you are in the forest.  The natural setting and the "wildness" of the Park for habitat and visitation.  The quiet and safe environment for riding horses!  The quiet and safe environment it provides horse riders.  The relatively underveloped nature where salamanders and snakes feel somewhat able to still live there. No pavement, less man-made esthetic.  The seclusion and privacy. It feels like a nature reserve.  The serenity.  The size of it and the paths through the woods.  "The steep grade.  I like the workout I get when taking a brisk walk from the Hunt Club to to the top of trail."  The steep hills for exercise -- connects the Uplands neighborhood with Iron Mountain Blvd  The summit overlook and overall quiet-forested feel to the trails  The trail system  The trail system that leads to the stables.  The trail that gives me access to the changing seasons of nature as well as species of wildlife, rare species of flowers, varieties of trees and simply a peaceful place to escape at least once a day. The quiet and beauty that we all need amid the busy world in which we live is here, in Iron Mountain Park.  The trails and potential mountain bike singletrack.  The trails provide easy access between neighborhoods and a nice bike commute route.  The trails, which are walkable year round, and natural beauty of the forested area.  The trails.  The trails.  The Trees.  The uncrowded trails into the forest.  The view from the trail. The quiet. It's untapped. It's perfect. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 13  The views  The views  The views.  the walking trails and the pond with blue herons  The wild, nature like feel  The wildness of it. I think that it is essential to have a place in the city that is unpaved, not pruned, not full of kiosks and signage. A place to focus on nature, rather than man-made constructs.  To have a local park in this area so I don't have to travel an hour to ride.  Trails  Trails through the trees where I can ride my horse.  Trails, even though they are limited and open space  trees  Trees!  "Two things....the trail on the side of the mt. is a great up and downhill exercise forested soft trail. (no concrete or asphalt)  Also the interpretive signs at the top of the side trail provide historical interest, particularly to outside visitors."  Until now I didn't know it existed. I use as many parks as I knew we have. I prefer areas for off leash dogs but we do all. The major area @ Luscher farms is well conceived and poorly constructed. Drainage was not well considered and even after. I offered engineering assistance was ignored so. So what we have now is Soup. There are some very verbal but poorly informed individuals asking the parks people to modify things. It doesn't work. So trails need to be responsibly laid out and then constructed. Take a looked b a Wilsonville memorial park and even Potso Tigard park. Not pretty but functional.  Views, close to home.  Views, seclusion, length.  walking the iron mt trails---3-4 times per week  Walking trails. Private. Shade from sun  walking/hiking trails in a "wilderness" setting  Walking/hiking trails, natural beauty, and history!  We enjoy walking our dogs on the trail behind the Hunt Club and the wetlands in the middle of the park. It is not over used which is another plus.  We love that it is a rugged and natural walk way, great hiking area and its a great place to walk our dog.  When walking through it, it is hard to tell you are right in the middle of the city.  Wildlife habitat potential.  Wonderful views, exercise and connectivity to neighborhoods.  Woods, trail, connection from Lake Grove to downtown. Habitat for many animals and plants.  Woodsy and natural Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 14 Nature Play: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like it! 90 59.2% I am not sure 41 27.0% No, I don’t think this fits 15 9.9% No answer 6 4.0% Any other thoughts?  A fenced in dog park for those people who insist on having their dogs off leash at all times would be nice.  a trend is nature area play -see the children's museum latest outdoor exploration area. super natural setting  Best of all.  Certainly I do not think we should have the typical play areas with swings, slides, etc.  Defining a space would be very good, but then keep that space as natural as possible. May have to restore from time to time.  Given time with people scrambling all over this scene it would be ruined. What would this teach children about nature conservation?  Hard to mow around the rocks, and some mowed walking spaces would be nice.  I do like the idea of more access as opposed to trail only, or inaccessibility due to overgrown areas.  I don't know what the purpose of this is supposed to be. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 15  I like that I can bring a picnic lunch and eat with my family in this setting.  I like the natural look, but these logs and rocks don't offer much enticement to children to climb, explore, and hide.  I see accidents happening here..  I think this use could be good if it were limited in areal extent.  If possible, include large forest wood that has interesting branching as in Susanna Kuo's photo illustrates. Also, it might be good to have some large columnar basalt boulders on their sides for sitting to view the creek.  If there was a walking trial, this might work.  I'm not sure what I'm seeing here. Are the logs and rocks placed intentionally?  I'm not sure where this is so I cannot make an informed comment  Iron Mt Park is not an open area park. Its appeal is its peaceful surroundings and ability to see natural processes happening during the seasons.  Is this a restoration area or a "nature play" area? I think that we can "play" in nature by just being in nature, without constructing anything. We can use our imagination for play. I do like that all of these materials are natural.  It doesn't look like a planned site! More like a place that naturally has rocks, tree trunks, etc  It would be great if there were biking trails wondering through the trees.  It's a weird statement  Keep it as natural as possible.  keep the area as natural as possible  LO has plenty of playgrounds  Maybe a bench.  Maybe less grass surface, as this would be too soggy to use most of the year. More logs, textures, and surfaces to explore in addition to large rocks.  Mountain bike accessible trails!  My 11 year old plays in this park.  Naturescape!!!  No image came through  Not sure it would be used.  Not sure where this would happen since it is so steep sided for the most part.  Oregonians can handle the weather and Mother Nature in general. A rustic park to me is more appealing and will save the city a ton on both creation and maintenance.  Please create a play park with SWINGS and activities for very little kids!  Preserves natural elements, but invites exploration.  Seems like the steep slopes would make this difficult. Hard to visualize. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 16  Stepping stones, a high path, logs to rocks to logs, etc. Chaos is not advisable.  This concept would need to be limited to one area which is relatively level and secure and could be used in inclement weather.  This looks man-made (faux nature)  This must be at the lower flat area? Can it be accessible from the upper trail along the Mt.?  Too minimal.  Use natural items (rocks and tree trunks, but have an artist create interactive art. More aesthetically pleasing (see Seattle parks for multiple examples)  What the heck is it?  What would encourage kids to play with this? It could be fun if presented well  Why do that?  Wouldn't interest me, and seems like it would require a lot of mowing/maintenance.  Yes, nature play for children is a kind of use that seems appropriate for this park. Special attention should be paid to where it is located- such as not too far from the restroom, but not really close to the wetlands (discourage kid & dog splashing into wildlife areas.) Also giving some thought into how far into the wild areas of the woods do we want children to explore? I'm okay with kids building forts etc, but in the past the city has dismantled one that was built, and had to deal with a homeless person living deeper in the woods there. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 17 Nature Play: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 53 34.9% I am not sure 52 34.2% No, I don’t think this fits 35 23.0% No answer 12 7.9% Any other thoughts?  A better designed sign would be nice.  a combination of open areas and natural (unopen) areas is a nice mix  A MORE NATURAL LOOKING SIGN WOULD BE BETTER  Again, how is it presented?  Being able to play in the woods versus walk on edge of woods is important. Right now tryon restricts traffic to path only which feels like being a voyeur instead of participant in nature  Can't tell what this is...just a sign explaining the types of trees in that spot?  Does the sign indicate direction, "hands off area" for people?  doesn't look like a play area  Doesn't look like you could get into it, but nice for trail border.  Don't love the blue - it's alarming  Habitat!  Hmmmm . . . Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 18  I don’t know what that picture means? Kids play in the forest? Seems good, but great opportunity to make nature play that is more creative. (again refer to Seattle nature play parks... each one is unique)  I don't see how this invites nature play.  I love the mix of wild plants. Limited signage would be my preference. Someone telling me where I can play in nature is like someone telling me where I can think on my own. It is going to happen wherever I am, I don't need a sign to tell me what to do.  I would feel that I am intruding on the natural plants. I would not know what to step or not step on. I would probably avoid it.  I would prefer a sign that better blends with the natural setting.  I'm not a fan of a lot of signs.  I'm not sure I understand this photo. Is ths sign inviting me to go behind it and play in the underbrush? The thick understory isn't very inviting.  Impenetrable barrier.  Is this inviting people to explore into the woods without designated trails? Perhaps not appropriate in a wetlands.  let's keep the wild and play areas defined; so we don't invade, step on; wipe out the natural space  Looks a little too formidable.  Looks like there isn't a trail for walking through forest?  Looks relatively unspoiled by humans  make sure resources are protected  no image came through  Not sure about play in such a densely natural growth area.  Overgrown and not accessable  Parents might get worried about smaller children going out of sight. Also, wouldn't kids soon trample an area like this? It looks like it should remain undisturbed.  Please include trails for hiking and mountain biking, directional to reduce conflict  Remove post and is perfect !!  Some simple trails, bark chips, gravel, may be needed focus the areas you want kids to play in. A good example might be the Audubon bird sanctuary trails in northwest Portland  The dense undergrowth in this example doesn't look very accessible and doesn't have any particularly interesting features for children to explore.  Think wooden posts like those in Tryon park.  This photo makes this use look quite inaccessible. This could be good for wildlife, but not for human use. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 19  This picture does not look inviting.  This picture fits best with my idea of a natural area.  Too Jungley.  too primitive.  Too wild for children. This "nature" would soon be ruined if people could scramble throught it. Allowing children to destroy nature is the exact opposite of what we should be teaching them about it.  What are you getting at here? ARe you asking whether this type of signage should be employed? Are you encouraging people to go bushwhacking through natural areas?  What does that mean? Am I expected to charge through the thicket Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 20 Nature Play: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 78 51.3% I am not sure 31 20.4% No, I don’t think this fits 32 21.1% No answer 11 7.2% Any other thoughts?  Better for kids  I am not sure this is possible in Iron Mt Park  Good for kids to play on.  Great for kids!  Great for kids.  Here is a good combination of nature (the logs) in it's natural state, with an educational/man-helped feature - the sawed off ends to show the rings inside. love it!  I like this kind of play area, but I like the less-structured natural play area better.  I think if it is possible to hide a little play area away in the trees, that would be good. Making it a highlight could material change the park.  I think it's importent to have climbable places for children, and the design of these places needs to be integrated somewhat with the natural habitat. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 21  I'd prefer something more natural, but if there is a lot of interest in having a playground for kids, this looks like a reasonable option.  If a constructed playground is necessary, then I prefer this to traditional playground equipment. I like the use of natural materials.  if one of the purposes of the park is to provide a children's play area this is good. I really like the new "natural park" in Sellwood.  It doesn't look safe.  Kids love things to climb on  Kids love to climb. Some signage to advising parents that they are responsible for their children may be necessary to avoid lawsuits. However, getting along and avoiding cracked skulls negotiating nature are important skills to learn and should be learned Asa kid.  kids will definitely play on  Looks dangerous shifting logs  Looks like a mess to me. Sorry  Looks like a timber camp! Nice.  Looks like it's trying to be natural, but is actually kind of forced. Good for older elementary aged kids, but not very young nature explorers. This is going in the right direction, buts little too structured/proscribed/contained.  Looks very fun!!  Love this! Great for kids, which is a category we are sorely lacking  Much better. Natural yet controlled/delineated space for play. Logs and rocks good as they are not destructible.  My 5 year old would bring blankets and build forts here.  no image came through  No metal swings or bars. Stick with natural materials.  Not sure if "structured" play areas are appropriate.  One good feature here though is a bench (or nice sitting log?) for parents to sit while they watch their children play.  Only if Family friendly trails for hiking and biking are included.  Perhaps too big  Playing in the outdoors is very important, of course, but we need more really natural areas for kids to explore.  Reminds me of logs on the beach which we know are dangerous. don't want to encourage my kids to play on logs.  Safety (railings)? Or something to hold onto when balancing on logs?  Structured rocks and logs for climbing.  There are not a lot of flat areas in the park. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 22  These logs, cut in neat lengths and stripped of bark, roots, and limbs, don't look very natural or interesting. I'd rather see a fallen tree with its root system exposed which would be more interesting to climb and explore. I'd also like to see the giant granite boulders on the site incorporated into a nature play area.  TOO MAN MADE  Too obviously constructed. Not much different from other play parks.  Too steep for a log structure.  Totally artificial, where can the snakes and salamanders live?  Very natural!!! they all fell so perfectly  Where could it go?  Wondering if teens would use it at night to drink/smoke.  yes! Awesome! please build this nature play area!!  Yes, that would be a great place to stop with your family to play/eat a picnic. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 23 Nature Play: What features fit at Iron Mountain Park? Answer Count Percentage I think this would be a good feature for Iron Mountain Park 65 42.8% I don’t think this is appropriate for Iron Mountain Park 48 31.6% I am not sure 27 17.8% No answer 12 7.9% Any other thoughts?  Actually, with a stream corridor in the developable area, it would be even better if the kids could walk (safely) across a real stream.  Again, this might be a great addition to other developed parks in the area, but let's take advantage of the natural aspect of Iron Mt Park.  All of these examples are on flat landscapes - hard to visualize on the steep slopes of Iron Mountain Park.  already completed this part. got interrupted while completing survey  as a water run-off area, this makes sense. as a walking path, this can be a hazard for weak ankles. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 24  DEPENDS ON THE CONTEXT, AND AS LONG AS ITS AS NATURAL LOOKING AS POSSIBLE  Does this have any connection or relationship to anything within the Park boundary? Is a dry creek bed relevant to the Park?  Don't like rocks  I hope there would be some water in the streambed.  I like the idea of an area for interacting with rocky terrain (especially for kids); this doesn't really look like the best execution of that concept, though. Maybe more larger fixed rocks?  I like this kind of play area, but I like it less than a less-structured type of natural play area.  I would like to see trees involved with the area  I wouldn't like to see the Park over developed with "cute" features.  If such a thing, a fake creek, were to be built, we hope it would go where some water run-off would stream down in high water times.  If there is a need for a stream drainage, then this looks great. I am strongly against the sidewalk, manicured grass, lighting, etc.  Interpretive signs to explain that various habitats.  Iron Mountain Park, other than the viewing area, should probably not be a draw for families or a recreation area because of the amount of wildlife that lives there. Both for the wildlife and the people it is better for the wildlife to have some place to be without people scaring it into the neighborhood.  It would be good to have places where people can interact with the water and also have places that encourage study and close observation  It would be great to have some offroad cycling access.  Looks like California it New York... Which is it.. Especially like the fence effect  Looks too built up for a natural area.  Love the concept. Where?  Love the idea of a clean water/creek area for kids to play in  Natural looking & probably good water run off area - which we need more of  no image came through  Place for kids to have an adventure and explore  Same as previous.  The final photo includes fencing, pavement and light standards I do not think appropriate to the park. The foreground is somewhat acceptable.  The rock area would be great for kids, but not the paved spaces and lawn.  the rocks feel like an empty stream. could be better with the wood and stone combination Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 25  This does not fit in to my concept of Iron Mountain Park.  This looks fine. Again, the most important issue to me is what the balance is of different types of uses.  This will probably be a mess in a rainy, shady environment. It looks cool though.  Too extensive a work effort  too many opportunities for twisted ankles!  Too many people  Too planned  Way too many people, and way too few salamanders and snakes  Where are people going to park? In the pedestrian path?  While these look natural, as a mother, I see lots of opportunities for falls and injuries...  Why create a dry streambed when there is a real stream in the park? I'd like to see the stream that is presently confined to a ditch, allowed to meander over the site as a shallow stream that children could wade in. I'd also love to see an area of sand beside the stream where wild animals could leave their footprints.  worthless  yes! please build this nature play area! Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 26 Trailhead: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 110 72.4% I am not sure 22 14.5% No, I don’t think this fits 11 7.2% No answer 9 5.9% Any other thoughts?  A Kiosk (small) give information about the area might be appropriate but the key words are "small" and "unobtusive".  An area that tells the history of the park property and allows picnicking.  centeralized information center, gathering place and history of the area  Developing a recognizable entry creates more user friendly confidence the trail is meant to be used.  Especially to introduce the visitor to the historic aspects and natural diversity  hiker friendly. I like the information boards.  I like maps and educational stuff.  I like the natural materials and small roof to protect the signs, but five large panels, as shown here, seem like too much. However, I think a map of the trail(s) and information about the park is nice at the trailhead.  I like the signs, the path and the bench.  I prefer the wildness. I can look up the history of a location on my own. I prefer the adventure of self discovery, rather than having information fed to me. I find that Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 27 I remember the details when I look them up for myself. Now that everyone is walking around with a computer in their pocket, I don't see the need for all of the signage and the hardscaping that goes with it.  I think signage and park information is needed, but I'm not sure that picnicing areas are appropriate.  I think this strikes the right balance between natural and man-made elements.  Interesting sign boards and tables are never bad, imho.  Interpretive signs are good. Not sure I would want a picnic table.  Iron Mtn Park has history -- what is it? What did it contribute to the area? How does it link in with the Furnace? Etc.  It blends in well.  Keep as low profile as possible  Keep it wild  Kiosks yes, picnic tables maybe not. Boulders or logs for people to picnic and play would fit better. There would have to be trash receptacles and also maintenance needed.  Like campsites. Low maintenance and provide the necessary info and usefulness  Looks like it belongs in a much bigger, more heavily visited park with many miles of trails.  Maybe, but I would probably like to see fewer structures than shown here.  Minimal "upgrades"  nice rustic oversized elements thar fit scale of park  Nice to have a sign so you get an overview of the area, what plants, wildlife, pathways surround you  Nice to have sturdy explanation area of what's available. We can use our phones to take a map picture.  Perhaps too big, but something similar. Picnic tables close to road and not farther into the woods.  Signage and interpretive material is fine, but why a picnic table right at the entrance to a trail? Bad idea.  There is already a decent entrance to the Park with Kiosks.  This already exists in the viewing area at the top of the park, and looks like it has been recently worked on.  This looks both functional and natural.  Way too overdeveloped, too much man-made junk  welcoming and safe  When we first visited the area to walk the trail, we found only *one* sign indicating we were near the start of a trail. That sign was truly lovely, being made of bronze, Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 28 but was at a no-paring inside corner of a very upscale neighborhood near the OLCC. We chose not to park there, and found parking near the west end of the Hunt Club. So, yes, some entrance features and good signage would be very nice.  When we were kids we could play now we must treat forest like zoos... Now Go to view the man made paths  yep, just a but of signage, and a picnic table or two Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 29 Trailhead: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 125 82.2% I am not sure 15 9.9% No, I don’t think this fits 4 2.6% No answer 8 5.3% Any other thoughts?  ... So long as that is not the entrance to an old one shaft  A maintained porta potty or other restroom is essential for the trail.  I like more natural trails. A paved kid's bike trail is good too.  I like the simplicity of this sign, but it might be too simple. It's nice to provide more information for visitors who aren't familiar with the park.  Identification of the multiple trails is helpful - even distance markers could be used so hikers can choose their destination & hiking time.  if it is open to bikes, then i like it.  If there must be signage, then the size and scale of this one fits. I would prefer signage no bigger than this one. The overgrown and closed in feel of the trail is inviting me to explore.  Iron Mt. needs path ways.  Leave the park natural.  looks like a great place to ride a bike  marking things specifically is very helpful in tandem with the big descriptive boards. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 30  Minimally developed nature trails fit well. I'm not sure what the dark feature toward the back is. A stump? Stumps are great interp peices.  More rustic than the first, but preserves the natural feel nicely.  Mountain bike trails?  Natural trails through the wood which are in open to bikes  No gravel, snakes and salamanders could live here  Not a fan of a lot of signs. I think it would get vandalized.  Not very inviting.  Perfect!  Please make trails accesible to mountain biking for families and adults  Simple.  spooky  The trail is great  This could be ok for some parts, however, I like the incorporation of interpretive signs for the main entrances.  This is fine if people STAY on the trail!  This is perfect for walks and hikes. Keep it as natural as possible.  This look inviting, like a secret (nature) garden.  too cheap.  Where you can't have a full blown kiosk at least mark the trail name so you know where you are. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 31 Kiosk: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 58 38.2% I am not sure 43 28.3% No, I don’t think this fits 42 27.6% No answer 9 5.9% Any other thoughts?  Again very useful, easy to build and maintain  But signs are way over engineered. They do not need to be so elaborate.  Covered kiosks and interpretive material are necessary, but this particular example is just plain UGLY!  feel pretty large scale for our little trails  I don't know what this is-a community message board?  I think a few maps would be good  I think it's okay, but also think it's unnecessary and could lead to litter issues.  I think this is close to what is already there.  Information and trail maps. Bathrooms  Is that a restroom in the background? Would it be possible NOT to have one?  Minimal upgrades - only enough that people don't get lost in the Park.  no image appeared. Is it supposed to be a kiosk? If so, yes, I really like that  Not sure what this is; info kiosk?  Overbearing Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 32  Seems a bit intrusive.  Signage and park information kiosks are appropriate. And a restroom would be appropriate, if it were located in an area that did not attract vandalism, and if the city committed to keeping it clean.  Silly. No need in our town for something to be two-sided. And it's always better to orient any maps properly, which is easier to do when facing the start of a trail.  simple and low key is good  Simple, les abstrusive  Simpler kiosk is better  Smaller scale.  This looks fine.  This seems like a duplication of the trailhead signs. The design of this kiosk is nice, except its a bit chunky-looking.  Ticket sales next  Too big  Too big  Too big and clunky looking  too big, and not well designed - top heavy!  Too big, too much, is it really necessary?  Too big. Less roof extension  TOO HEAVY AND CLUMSY IN APPEARANCE/NOT WELL DETAILED  Too massive (the signage), but the graveled surface with rock border is appealing.  Too Wildernessey.  Way too big. Please minimize kiosk signage and keep in parking/access zones.  yes, if trail maps are posted on this Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 33 Kiosk: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 74 48.7% I am not sure 34 22.4% No, I don’t think this fits 32 21.1% No answer 12 7.9% Any other thoughts?  a bit better  A good design, but too big. Too many sections.  A little over the top, don't you think?  Again, Minimal upgrades - only enough that people don't get lost in the Park.  Again, some interpretation, well done, is good!  Already have one at the top of the trail  As with my previous answer, everyone is carrying a computer in their pocket, is the need for all of this signage really necessary?  BETTER THAN THE FIRST EXAMPLE  Better than the previous one -- i.e., less massive -- but it still looks like a lot of signage. Maybe just one of the panel would suit the park better than this "triptych".  Definitely too big. Looks more like a building  feels kind of imposing  Great sign but too big?  I don't think there is a need for that much information at the park entrance. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 34  I like the idea of signs with maps, identification of wild life in the area and general rules of use of area.  I like the other info area better. This looks like an emergency shelter.  I think this could be used as there are many things to explain  I would love to provide lots of information for people who are interested - this can do that.  If the financial resources allow for a full educational kiosk that is great, but not a requirement.  Its way too big for this small park  Maybe one or two boards instead of three in the kiosk. There are already several aling the trail. Don't overdo it.  More information kiosks? This appears to be the 3rd example of this feature -- why the duplication?  more informative  Much better design. The design must be reflective of the particular park. How can IRON MOUNTAIN be reflected in the Park's kiosks?  no image appeared??  Not enough material to build out something like that.  not well designed  Perhaps one informational kiosk is sufficient - either at trailhead near the country club or one near hunt club.  Seems like too much pedagogy for a small park.  Seems too large & wordy. Keep it simple.  Smaller version appreciated.  Something similar to this already exists at the viewing area.  The kiosk(s) are an important feature for this park because there is so much history, 5 ecosystems unusual, great plant & animal information, etc. So 3 boards rather than 1. Though don't need such fancy roofs etc. Also where they are positioned makes a difference. For example, the other kiosks at this park are not handy to see as you walk by, so don't get read as often as th e one at Springbrook Park that you can't miss.  The one above was better as it was too small for groups to congregate under. We don't want a spot for late night teen gatherings  The options on the previous page, first photo are better than these two options!  This is okay too, as long as it doesn't take away too much of the wilderness feel of the park.  This kiosk seems unnecessarily large for just three panels. Overbuilt.  Too big Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 35  Too big and obtrusive.  Too fancy.  Way too big  way too obtrusive Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 36 Wetland: What features fit at Iron Mountain Park? Answer Count Percentage Yes, I really like that! 87 57.2% I am not sure 38 25.0% No, I don’t think this fits 19 12.5% No answer 8 5.3% Any other thoughts?  Again, doesn't look like a planned area. Spending money on fallen logs seems a waste  Already have a wet land area. Why encourage more?  An area where kids can safely play that would include creatures natural to the setting - assuming creatures could be kept safe also.  Apsolutely NOT. We do not need any more mosquitos or ponds.  Are the wetlands not supposed to be touched?  But it needs to be more natural - not obviously cut logs Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 37  Can kids play there.  confused? Are the logs meant to draw people into the wetland? This looks like it would invite kids to get into the wetland, potentially damaging the area. Perhaps a viewing platform would be better or a bridge or elevated walkway  Do you have more examples? Because of the large scope of damaged area and extensive restoration required (removing tainted soil etc.) a fair amount of planning should be done for design & implementation of the wetlands area. It should be designed to encourage wildlife, with the people aspect to observe & learn about the wildlife. (So things like birdwatching blinds, and bushes near the water to keep dogs from jumping in, etc.)  Good for birds and animals, and also kids to play.  I agree with enhancing and protecting existing wetlands and stream corridors, just not sure about what action this image is suggesting.  I cannot picture where this would go, but perhaps an area of the park I haven't seen? I have not explored all 50 acres.  I like this, but there is no flat area in the park. It too steep of a slope.  If a pond exists, fine, but let us not make a water feature. How do sawn logs make one think of nature?  if it is naturally there, it's fine...  Looks like a marginally accessible mosquito pond.  Looks like what is there now - no trail, no place to interact for the humans. Could there be a better way to view and use the areas?  Mosquito breeding potential needs to be considered  Natural looking water features are a plus.  Natural or man made...  Need to keep traffic away from the water, so bids can thrive. And people can be safe.  Nice for habitat variety.  Nice, but again, what will keep people from destroying the naturalness? Such a scene only tempts children, especially, to walk right in the explore. Check out the devices in place at The Oregon Garden in Silverton for keeping people OUT of natural areas. Good viewing is essential but some means of denying access is also essential.  Not loving the random logs but like the looks of the water area  not people friendly  Not sure what ideas are represented by the pictures.  Please engage elevated trails to pass over wetland  Restoring the wetland is essential to this plan. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 38  Screen the dwellings so they don't intrude on the wetland.  Something like this would be lovely.  This could be cool if done right but could be a muddy swamp if not done correctly.  This looks like a restoration area. As long as it is allowed to grow without being pruned, mowed, and blown, it will be a lovely space.  This looks ok. It would be more helpful to have another option. Again, not sure what you're trying to exemplify.  This pond looks very manmade. The log sections don't look natural. I hope the natural character of the pond and wetland in Iron Mountain Park will be preserved with its native vegetation that provides cover for wildlife.  This wetland does not look natural,,,way too much man-made  Visual barriers (trees and veg.) between neighboring homes and the park give the feeling of being in nature and not in a neighborhood.  Water and logs, seems appropriate  We would need walkways and perhaps observation areas. We want visitors to appreciate the flora and fauna in a sensitive area with damaging it or scaring off the birds and animals  Wetlands with boardwalks through them would be the ideal  WOULD BE FINE IF THE LOGS WERENT SO OBVIOUSLY PLACED  would like more trees to block out the houses  You can't approach this area. Just view from a distance. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 39 Boardwalk: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 96 63.2% I am not sure 25 16.5% No, I don’t think this fits 24 15.8% No answer 7 4.6% Any other thoughts?  $$$  A boardwalk is ideal for this wetland landscape. Allows access without disturbing the natural environment.  A boardwalk would probably better protect the habitat than a surface trail, but it would also likely be much more expensive.  A raised trail gives access through wet and sensitive areas. Needs to be open to hikers and bikers  A short boardwalk with platform is fine, but not extensive as it is invasive into the wetlands. Was not allowed at West Waluga park.  An elevated trail does not need to be accessed by an ATV. Please keep them hiking / biking trail style  Assume this isn't necessary unless you're building over wetlands area.  Boardwalk seems higher maintenance and less desirable than a trail, although good for wheelchair access. If boardwalk included, should be minimal like one at Camassia in West Linn.  Boardwalks would be appropriate in areas where a trail crossed a creek or was adjacent to the wetlands or pond. Otherwise, I would prefer natural, soft trails.  Don't do this.  especially in the wetland areas.  expensive to build, maintain and fix with wood downfall, rot and foundation settling. etc. Put the trail where it is sustainable. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 40  great for many reasons: safety for humans and safety for nature, and the clear designation for where people should walk will be beneficial in the long-run health of the park.  I believe boardwalks provide access for exploring with minimal disruption to the natural area  I don't think this is needed in the Iron Mountain area.  I like the idea of boardwalks, but this is a pretty small space in reality of usage area. I'd suggest boardwalks only to cross standing water/mud areas and possibly along the North edge of the Hunt Club to connect the existing construction prep area (which will become the park) to the existing trailhead on Brookdside Road  I love this boardwalk because the low rail gives a sense of security, but doesn't obscure views.  I want to maintain the park for wildlife and worry that a board walk might mitigate that goal.  If there is a sensitive wetland area where you anticipate a lot of traffic, then I can see where this would work. For this park, I will always prefer the majority of it be wild space, without man-made structures.  if this is going over a swampy area like over at Luscher Farm, I think it's fine but otherwise, I prefer natural trail.  If this raised walkway can accommodate bikes to connect the current Iron Mountain bikeway to the Lake Grove area behind the Hunt Club, this would make it easier for recreational bikers to connect between downtown and Lake Grove.  If wetlands allow for it, boardwalks are great, but it is a high maintenance item.  It looks fake.  It would be nice around the wetlands. Not as a trail.  Make sure it is handicapped accessible on both ends  No more natural trails?!?!? I like the gravel trails  Not safe for horses  Now we're talking! Good viewing but NOT walking into.  only if needed to protect wetlands below  Simple works. Some simple seating is important.  The walkways would preserve the wetlands.  There are no swamp areas in the park. The recent gravel project should help keep feet dry.  These paths keep humans off the delicate wetland properties, but allow us to enjoy our surroundings Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 41  This boardwalk looks like it for getting from point A to point B. I'd rather see something more modest and just enough to all people to get a little closer to the water without falling in.  This could work to provide non-intrusive access to wetland and stream corridors.  This look awesome! Maybe with some wetlands educational signage.  This might be appropriate for areas that become extremely muddy, but again I am not sure because I would hope that construction of it and use of it wouldn't interfere with the wildlife.  this would be good for crossing the streams, but not for the whole trail.  This would be wonderful.  To me this is too developed; think of upkeep. In our rainy climate think of the need to power wash the boardwalk at regular intervals. I have platforms and a wooden bridge my property that need cared for on a regular basis otherwise the surface develops mold that makes the surface slippery.  Too big, looks like a deck. lots of work to care for.  Use tired or other material suitable for wetlands  walkway increases the audience for a nature walk - not everyone can do unpaved trails  Well, boardwalks are nice for year round access to boggy areas. But isn't Iron Mtn primarily situated on a well drained hillside? This seems like something that would eat up your entire budget.  Why build a walkway when humans (and salamaders and snakes) can walk on the earth? Then you have to maintain it..??  would be used a lot more Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 42 Boardwalk: What features fit at Iron Mountain Park? Answer Count Percentage Yes, I really like that! 90 59.2% I am not sure 38 25.0% No, I don’t think this fits 15 9.9% No answer 9 5.9% Any other thoughts?  A traversing boardwalk would be nicer.  Educational opportunity  Good educational opportunity with minimal impact.  I don't think a gathering circle is appropriate on a wetland boardwalk. The whole idea is to be quiet so as not to frighten wildlife.  I like it, but there is already a space like this near the top of the park. Its a deck that was rebuilt as part of an Eagle Scout project. I don't think there is a need for another one.  I like the idea of providing for school kids to interact with the area. Just not sure this is how I envision it. I think it would be something near the mining adits.  I prefer keep people out.. Stsnd up for the wildlife  Is that off of the boardwalk, or by itself?  is this in a wetland? I'm not sure what the point of this is.  It's fine, but I think sitting on a log or boulder in a clearing would achieve the same goal without spending money on lumber and labor and/or disrupting that natural area.  Kudos to the design team if they include a place to teach the children! Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 43  Needs to be a bit bigger for visits be classes, scout troops etc.  Nice to have a place like this for outreach, as shown in the photo.  No where to put that. And Iron Mtn Road is noisy.  Possibly in future if more teaching happens at the park  Possibly. A controlled group such as this might be okay in the middle of a natural area. General public access to this spot should be denied.  Teaching kids about the wilderness is essential. I prefer the smaller scale of this deck, than the one below.  There is already a viewing area, and another one would draw more people and interfere with the wildlife.  This platform looks too small and not very functional.  Too small  too small  Way too many people there and where are the trees?  We can never educate too much..about our planet  Yes, use our parks as educational opportunities. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 44 Boardwalk: What features fit at Iron Mountain Park? Answer Count Percentage Yes, I really like that! 82 54.0% I am not sure 27 17.8% No, I don’t think this fits 38 25.0% No answer 5 3.3% Any other thoughts?  A bit too intrusive.  A well-developed feature like this would probably get a lot of use, contributing to a greater sense of ownership by the residents, which would be positive.  again, too much will need to be spent on upkeep to say nothing of the fact I don't think it belongs in an area we are trying to keep a "nature park".  Any access to the pond for learning would be great!  dangerous?  Doesn't look natural enough. Expensive.  excellent use of pond in the park  For me, gathering in large groups on a boardwalk defeats the whole purpose of observing wildlife quietly.  I haven't seen any features for offload cyclists.  I like that this one is curved & has the low railing to indicate to stay inside. But the 2nd example is the least invasive. And the wetlands isn't big enough to have a boardwalk actually out into the water. It would certainly scare off wildlife. Maybe just coming up to the edge with a blind to look through and hide behind. And a way to keep dogs away. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 45  I like the ability for people with disabilities. limited mobility to have access to the natural areas in the park  I think a board walk (with a viewing area) near the edge of the wetland or pond would be appropriate. I don't think a boardwalk into the pond is needed, and it might interfere with the wildlife in the pond.  I'm not familiar enough with the wetland character at Iron Mt. Keep access minimally invasive, while providing opportunity for learning and exploration.  Just how much wetlands area is in Iron Mountain park area? We saw nothing.  Looks a little too large and overly constructed. The general idea is good.  Love the acess to the wetlands in all the ideas on this page.  Lovely and controlled.  May be a bit much for this park property.  Not so intrusive into the wetlands. Stay to the side.  not sure why we would build out into a natural area like this. why not stay along the sides rather than intruding into the middle?  The walkways would preserve the wetlands.  There are no ponds in the park.  this one does not blend in well. Looks too civilized and not rustic enough.  This one looks like a boat dock. I think that the salamanders, frogs and other creatures can be seen from a smaller platform, closer to the shore - like the one in the previous photo.  This would be great near the pond so kids and walkers can see the birds.  too large  Too much like a boat dock, to me. Looks like it belongs in a heavily visited national park.  too obtrusive, large of scale for our little space  Very concerned about intrusion into habitat areas.  Very nice ... But needs Alitalia distance from bird nesting areas  Water great With supervision  Way too many people and structures destroying nature  wetland restoration is a great idea  While the final photo is human friendly, it would discourage many kind of wildlife.  Your guided tour of how land used to look Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 46 Gathering Circle: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 63 41.5% I am not sure 33 21.7% No, I don’t think this fits 48 31.6% No answer 8 5.3% Any other thoughts?  Again, attractive and controlled. I DON'T like the hard surface material chosen here. Our Park should use much more natural-shaped and darker-colored material. Basalt's our thing!  At first I wasn't too crazy about this -- a bit massive -- but as I looked at this I began to like it okay.  but not this large  How does this help the salamanders, snakes and birds? They can't live on man- made structures..  I like a more natural look.  I like stone/rocks but this doesn't look indigenous.  I think a play area would be a better use of space  Is this in keeping with a natural nature park?  It does not to be this large. The new design at Tryon Creek Park is a better scale.  It's okay, but looks a bit massive (and potentially expensive). Again, depends on the overall mix.  Keep it minimalistic. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 47  Lake Oswego has enough hardscaping everywhere. Please allow Iron Mountain to be wild and unpaved.  Looks so big. Are you planning on having lectures or events? Would this be for people walking through or are you going to have a parking lot there?  Love the use of hardscape. Low maintinace but very attractive and useful.  Maybe near the mining adits  Maybe something on a smaller scale. Might be interesting to carve some rocks for seating from the mountain side.  More natural with big boulders.  My kids would have loved that, would have created a stage out of it  only good in the summer. Too cold too use in the winter.  Other LO Parks have features similar to this. I'd like to see Iron Mt. kept simpler and with meeting areas better integrated into natural landscape.  places to sit are great  Seems too formal.  Since the developable area of the park is so small (~2 acres?) and due to the wooded nature of the park, I'm not sure a hardscape gathering circle like this fits.  Stone adds to cost. Use wood  The stone is very pretty, but not in character with this woods/wetlands area.  This is a beautiful stone circle, but it looks too formal for the Iron Mountain Park site.  Too built up.  Too civilized an area may invite late night use by teens  Too formal for this park.  too large, too man made; keep things simple, wild, raw  too much concrete and unnatural. very forced.  Too much hardscape.  View destinations draw people into the park  Where did all these people come from? Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 48 Gathering Circle: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 83 54.6% I am not sure 33 21.7% No, I don’t think this fits 27 17.8% No answer 9 5.9% Any other thoughts?  A ice gathering space where you gan get muddy feet  Better than the previous example or a circle.  Biodegradable. Low cost.  feels like it will rot out and not hold up well  Great for a drum circle.  I like its natural state, but I like some polish too. can't we have both?  I like this better.  I like this, as long as it wouldn't be too difficult to maintain (i.e., how well made are the benches?)  I think it fits, but may be too light to stand up to people knocking it over. Unfortunately, vandalism does happen  I would rather not encourage group usage. Space should be for active exploration  If a gathering circle is included in the park, I like this style better than the hardscape style.  If there must be a gathering space, then this "campfire" type circle definitely fits better than the stone circle. It reminds me of wilderness camps as a kid. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 49  if there was a fire pit in the middle of it.  Is this going to be the new park for all the teenagers to sit and have a smoke? That is what this picture look like.  It fits with the natural roughness of the park  Like the first one better. Over time wood will get mossyand possibly rot  Not excited about creating a party place for local kids. I do like the openness of the woods with a bike trail winding its way through the woods.  Not permanent enough  Same as above. We can we not just have a park that brings us closer to being a "nature park" with out a lot of intrusion by man.  Simple  some type of meeting circle would be nice. only one of these needs to be built, but both are good versions  The park has a couple benches from a Eagle Scout project. Very nice, but they are starting to show their age. Eagle Scout Spencer Raymond, and current OPB Contributor did a fine job on them.  The rustic look of this circle is more appropriate than the formal circle above, but I wonder if a gathering circle is necessary. Most people at the charrette said what they valued most was walking the trails and quietly experiencing nature.  This is better. Less intrusive.  This is relatively biodegradable but still needs maintenance.. Leave it untouched!  This works as a casual resting or gathering place.  This would be nice for children (or adult) classes about science in the park (like Tryon Creek Park educational groups). This is a better option than the Outdoor Features because it is a small park.  too rustic  Two thumbs up!  Very natural Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 50 Outdoor Classroom: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 50 32.9% I am not sure 41 27.0% No, I don’t think this fits 53 34.9% No answer 8 5.3% Any other thoughts?  Anything to get the kids learning how to treat the earth.  Before man invaded the land... Animals roamed  Doesn't Tryon Creek State Park have this sort of area for group gatherings? We see Iron Mt. Park as being more for individuals and families, not large groups.  Flor outdoor education...perfect!  Good, but on the perifery of the Park, not in the interior.  Head to Tryon Creek to do this  I don't see having room for this. Too high maintenance.  I think a play area would be a better use of space. Tryon is maybe a better teaching environment.  I think the image below with just the logs (sans blackboard) achieves the same goal.  If you want to teach people how to step lightly on the earth, show them by not building areas that kill salamanders and snakes  I'm in favor of nature play where children discover nature on their own. I'm not in favor of large group activities like this outdoor classroom.  It would not be used that often and takes too much space ina natural area.  Nature class room for focused learning Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 51  The more that is built at Iron Mountain, the more someone in the future will want to improve upon it. They will want to redo it in hardscaping, add signage, etc. I say no, if an instructor needs visual materials, they can bring them for the day. The open air classroom idea is great, the wood chip floor is great.  The simple bench arrangement of the prior slide or the logs in the next slide is better  This feels cleaner on which to sit versus the option below.  This is like the ranger talk areas at campsites. I think it would work but I would like it more rustic  This one looks less comfortable for the kids than the second one, but I defer to outdoor educators who know more about such things.  Too formal and regimented.  Too formal. Their are many opportunities elsewhere for organized outdoor learning. Don't need lectures, need space to explore.  Too much for this property - this park needs to be kept quite natural and casual.  Will there be wildlife field trips or education? If yes good, if no it's a waste of space and money. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 52 Outdoor Classroom: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 94 61.8% I am not sure 32 21.1% No, I don’t think this fits 19 12.5% No answer 7 4.6% Any other thoughts?  As long as its proportionally sized for Iron Mt. Park  Could also be nature play area  For multiple ages, I think it's easier to sit on a stump individually than on a log. This option allows folks to sit closer together - a benefit sometimes.  How will the salamanders and snakes travel through this messof processed forest?  I think a play area would be a better use of space. Tryon is maybe a better teaching environment.  If an outdoor classroom feature were included, this type (rough logs) would be my choice.  Looks good to me.  need separation in space fore children  Not a place for kids to be bussed in. Better to use their own neighborhoods and grounds. I would much rather see families exploring rather than whole classes, here. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 53  Not sure where this would fit in the park.  Prefer this one because it allows people to sit together.  Properly informal and comfortable for this park.  Remember this kids as tomorrow will be a freeway  Same as previous.  Seems like kids are paying attention on the stumps rather than logs  simple but effective. Not so intrusive in the natural habitat.  Smaller scale.  These both would be very cool for a larger park, as outdoor classrooms. Not here though. Larger groups would be too much for this small area. The previous Gathering Circle option is enough.  This is a better alternative to the outdoor classroom. I like that it is in the trees, the wood chip floor, sharing logs. I like that the instructor has brought her own materials - nothing permanent needs to be built here. That means that it gets my yes vote.  This is also okay, on the perifery.  This is better  This looks better.  Tryon Creek State Park has more room and more staff to provide outdoor classrooms. I don't think we should try to do this in the limited space of Iron Mountain Park.  would not be useful at all Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 54 Picnic Area: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 61 40.1% I am not sure 43 28.3% No, I don’t think this fits 38 25.0% No answer 10 6.6% Any other thoughts?  Again, there are many other places to have a picnic outdoors. Share a snack on a log!  but no rain cover is needed, it's Oregon, we love the Rain  Certainly the above table and roof are on the smaller size--on the other hand LO has many parks with picnic tables and shelters that are lightly used. Do we really need another "picnic" area?  Could be ok but may overly encourage late night use  Could be okay, depending on the overall mix.  Don't like the cement and metal. I like a covered eating space.  I don't care for this style/design/materials/color for picnic tables. IF our Park has picnic tables, they must BLEND well into the natural surroundings and be placed where vegetation will not be easily trampled.  I don't think the picnic tables need to be covered  I like that its covered (rain!), but it's not very attractive.  I like the covering. I like that the picnic table is a modest size and not gargantuan.  I think a few picnic tables would be good but I do not like the samples presented here. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 55  I would rather not see picnic tables in this park. I'm concerned they would invite litter, noise, and vandalism.  If a picnic area is included, it should be lo cated near the bike/hiking trail along Iron Mt. Road, where it might be used by those users. It a picnic area is located deeper into the park, I fear it would be misused and trashed.  If picnicking is encouraged, then trash disposal must be provided for, and a plan for cleaning up litter.  If you want to picnic you can sit on the ground so the earth doesn't have to be paved over  I'm not crazy about picnic tables in general. With the canopy/cover, I dislike them even more.  It's ok. Why not put it under the trees if you want shade? That tiny awning is insufficient protection from sun or rain.  Keep it next to the parking area.  Maybe a bigger covered area.  Maybe just one such thing, and the signage, at each entrance.  Nice to have a shelter from the rain, but those that hike in the rain usually are already prepared to that. Same for sun.  Not necessary in such a forested park setting.  Not sure about the covering, if it's raining a visitor would still get wet. I like the idea of providing some picnic tables.  not sure that a roofed picnic area is needed  One or two simple [wood?] picnic tables is enough. Without roofs. There is a beautiful old willow tree there that a picnic table underneath would be wonderful, if it's not too close to the stream that needs to be restored. But it would be okay to leave out a picnic area altogether.  Only close to the road  Perhaps at one or two places but not very many.  Rain protection is important.  Seem like more natural materials should be used.  The table looks out of place. I like the wild, tall grass behind the table.  The viewing area already has a picnic bench. The only time it is in use is at the 4th of July. No need for more of it when it is barely in use, better for the wildlife.  Would prefer natural shade. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 56 Picnic Area: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 61 40.1% I am not sure 43 28.3% No, I don’t think this fits 38 25.0% No answer 10 6.6% Any other thoughts?  A more natural setting is better, like the view above.  A table on a concrete slab in the middle of a lawn does not fit this site. If we must have picnic tables, I hope there would only be a couple and that they be rustic and without any shelter or roof.  Barbecuing doesn't fit Iron Mt. Park  BBQ? The cement and trash containers are horrible.  Cover would be good so it could be used rain orcshone  Definitely NOT at Iron Mountain! Please resist the urge to pave, manicure (with sprinklers, mowing, blowing, fertilizers, pesticides, etc.), plant ornamental trees, and put up signs with stone - like the park is an entrance to a subdivision. I cherish all of the places in Lake Oswego that are wild.  Definitely not!!  Don't care for the groomed park, but like the idea of having tables and BBQ area for family outings  Good for non-rainy days. Need both types of picnicn table Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 57  good for summer use. maybe put a removable shelter on it in the winter time.  Heck, no.  I like a combination of covered and uncovered tables  I think incorporating picnic tables would be great but I'd prefer more rustic "heartier" tables.  Ick! Looks like a golf course. And with high fire danger in this park, we should NOT have fire pits of any kind.  Is that a barbeque? Will you have parking for people to bring all this in? I guess I'm still thinking of it as a walking type park but maybe the goal is more of a destination for drivers, down by Iron Mt. Blvd.  looks too. developed  Needs to stay a natural park.  no concrete  No open-fire grills.  not natural looking  Not natural. Too commercial.  Our of place in this park.  rain?  Really bad!  Reminds me of a rest stop on the freeway. Also, I definitely would not want to see a BBQ or firepit at Iron Mtn.  some type of picnic table area should be included, but does not need to be fancy  The concrete slab seems very large. Something less intrustive for picnic areas would be my first choice.  This feels really open and exposed, not always a good feeling, but great in the 10 days of sunshine.  This is like an ordinary city park not a nature play area. Visitors need to know that this is a special park.  This is much too barren and sterile. Lawns are definitely not appropriate!  This lloks like Bakersfield CA. Nothing natural, totally artificial  This would only work if the area toward town from the Hunt Club would be all cleared out and then need to be maintained.  Too built.  too developed  Too developed. Taking natural look away from it  Too formal - let's keep it casual and rustic.  Too industrial.  Too open for this site, in my opinion. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 58  Totally inappropriate!  Way too much development  We are have recreational parks similar to this. We do not need more Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 59 Shelter: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 37 24.3% I am not sure 33 21.7% No, I don’t think this fits 72 47.4% No answer 10 6.6% Any other thoughts?  A shelter defeats the purpose of exploring and enjoying a natural area. Let the elements in.  Again, in a nature park? Totally incorrect.  An unnecessary expense that doesn't fit in this park.  Any place where no humans can go  Covered areas are ideal for wet places like Portland/Lake O  dont need roofed picnic shelters for individual tables  Haha! Who the heck chose these options? We're almost 100 miles from salt water, and the only palm trees are ornamental ones. And the choice of a picnic table was already shown, at least twice.  I like that it is gravel rather than concrete and that there are several small shelters.  I like the individual nature of this set-up as well as the size of the awning.  I like the more natural look, but it does not look indigenous.  I love the natural materials and the design feature of the covering - it's very creative. dislike common designs.  In general I like some shelter from the rain.  incorporate this with the next larger pavillion Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 60  Keep the site natural with small play area. Not for large picnics.  More attractive  Scarry. We are trying to get away from man-made shelter for a second.  Shelter from rain is more important than shelter from sun.  Smaller scale  The ocean looks nice, although I don't think that there's room for it in that canyon..... I say no to a large man made picnic structure.  This plays to larger groups coming to picnic not to be active in a nature area  This small park cannot accommodate a large shelter.  Too Big.  Too large.  too much  Too much structure - use the natural canopy of trees.  Totally inappropriate! This is not Florida!  Way too much and too modern-looking. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 61 Shelter: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 74 48.7% I am not sure 23 15.1% No, I don’t think this fits 45 29.6% No answer 10 6.6% Any other thoughts?  Again, do we really want to encourage picnicing? This is NOT George Rogers Park!  best protection from the rain. Could be used year round. need a bar b que installed.  Better  don't need a shelter--its supposed to be a natural area and rain is natural!  for large parties this would be okay. i would think that mostly small parties would frequent the space so this would feel uncomfortable.  I am not sure a covered table shelter was ever discussed at the charrette.  I like the cement in the larger party type shelter and no cement at the singles. The cover looks good and appropriate for the rain.  I like the Pacific NW look of this one and that it has room for a group. Some single and some group picnic areas would be very nice!  I think this is too big for the space unless it can be used as an outdoor classroom.  just right  Like the simple covered gathering place for groups Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 62  Love that  More of a rustic look. Big.  More structure than necessary - do we need all this shelter?  Much too large. An unnecessary expense to build and maintain.  Neither of these designs seem "natural" to our area.  No picnic tables, no shelter. I envision this space to be as natural as possible.  No to concrete and large man made structures at Iron Mountain.  Nope. This might be nice in a big city park (like Laurelhurst in Portland for example) but large group picnic shelters is really a bad idea here. It's more appropriate for a family, not a large group destination.  OMG i can just see the masses assembling here and destroying the salamanders and snakes.  Please do not crowd in picnic tables, sitting areas and places for people and garbage, Trails and paths are desired to continue moving, not stay stationary  Prefer the larger scale and presence for balance.  Same comment as prior  the available space is too small to accomidate a large picnic area.  There are large shelters such as this at Waluga Park and I rarely see them in use. Waluga is what? 3/4 mile away?  There is no need for shelters in a small park like this. Keep the space simple, let nature be enjoyed with not so much man-made development.  This looks like it would offer good protection, even in a solid rainstorm.  This seems a little too big and only provides one covered area . I prefer the multiple small ones without the concrete and massive structure  This small park cannot accommodate a large shelter.  Too big in scale  Too big.  Too large.  Way, way too big, structured, un natural Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 63 Restroom: What features fit at Iron Mountain Park? Responses Count Percentage Yes, I really like that! 61 40.1% I am not sure 49 32.2% No, I don’t think this fits 32 21.1% No answer 10 6.6% Any other thoughts?  A modest toilet facility may be desirable - do safety issues, maintenance requirements warrant this investment?  A small restroom is needed, for children using the park and so the Hunt Club doesn't have people using theirs. But the simpler the better. Just 1 or 2 small rooms. Even something like the portapotties at the Luscher Farms community gardens might work well. They are surprisingly roomy and clean. The bigger and more substantial the restrooms are, the more they will invite inappropriate users [homeless, drug use, vandalism.] And from experience at the Brookside trailhead area, the location is important. It might be good to be located along Iron Mt Blvd and in view of cars going by.  A small rustic restroom seems right for this site. A standing seam metal roof would be nicer than fiberglass.  Composting toilet would be my first choice  everybody has to go sometime, the park should have bathrooms of some sort.  For the type and amount of use don't need a restroom  I like the image below better because it could potentially be safer to have a safely visible entry into an enclosed space with a full door/lock. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 64  I suppose every park needs a restroom, but it needs to be mimimal.  I would not mind public rest stop.  I would recommend a co-ed one-holer w/o plumbing or electricity, if any restroom facility is installed.  If a restroom is included, it should be a style that matches the natural feel of the park. It should be near the road and bike trail, where it could be easily serviced and where it might not attract vandalism.  If it must be, then smaller is better.  If restrooms are necessary, this better approximates what would fit in a mostly natural area. I'm ambivalent about any restrooms.  If this would be offered, then any and all maps of the park need to show at which entrance or entrances there are toilets, not just "the park has a toilet".  If we must have a restroom, it would be nice to keep it minimal, and unobtrusive, even.  it probably fits, I just question the sanitation of a structure like that.  It would be nice to have a rest room.  Keep it next to parking area. Easier for clean up.  Looks kinda old school.  Maybe not even this fancy, what about composting toilets?  No funny business  NO!  Park does not need bathrooms, too isolated will just lead to "crime"  Pee in the woods if you have to go. How does this help the salamanders and snakes?  Pretty cute, and small is good.  Restroom is important....but less intrusive. Just one uni-sex.  Seniors In particular are going to want flush toilets  simple and primitive  This looks pretty rustic. I think it depends on what the estimates are for usage, and the available budget.  This might be okay -- not too plush. People would use it out of necessity, not as a place to hang out.  too rustic  Unless it was in a highly visible area, I think it would get 'trashed'.  We will need a bathroom as so many people ...  will eventually stink. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 65 Responses Count Percentage Yes, I really like that! 69 45.4% I am not sure 21 13.8% No, I don’t think this fits 52 34.2% No answer 10 6.6% Any other thoughts?  Again, perhaps too big for the size of the park.  any type of discreet, not too big bathroom is a good idea  Are we living at the Mall?  Definitely not!!  everybody has to go sometime, the park should have bathrooms of some sort.  I like to more natural design  If we HAVE to add restrooms, I'd say solid like this makes sense  Looks kind of industrial and massive.  Looks more modern than first option  love, love, love the touch-less restrooms at Foothills Park! I feel like I'm in a cleaner facility and among civilization.  Make them very organic and simple to match the surroundings.  Nice, but best is low maintenance of materials & what will fit in with other details.  No to lots of paving and a large bathroom. The path up behind the bathroom looks inviting.  Not at all good material choices for our Park. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 66  Not natural enough. Will there be plumbing?  Restrooms should be nice enough to serve the people using the park, but not to attract people who want a secluded place for drugs or other illegal activity. If a bathroom is included, please make it out in the open, visible from Iron Mtn. Blvd.,and very small.  restrooms should feel rustic like the park, less finished stone work. This park is more natural than foothills park.  see above  This is an attractive restroom, but it seems a bit large for this site.  This looks more upscale than the first one. It would probably be appreciated more by the visitors, but its feasibility depends on the available budget.  This needs to be in easy view from the street to minimize vandalism  this restroom facility is way too big  Though at the charrette, more inclusion of nice port-a-potties was mentioned but not illustrated here.  Too big.  too fancy  Too large and elaborate for this small park. Would require utility hookups, etc.  Too much structure for this park - keep it simple - keep costs down.  too sophisticated for this park  Very pretty but much fancier than necessary. Reminds me of the nice restrooms at Foothills Park that unfortunately attract homeless people. Other ideas: Do you have any other thoughts, ideas or concerns you would like to share?  "A small amount of parking would be important.  Also, personally, I'd like to see the City purchase the land where the ""wetlands"" are so it can be a true feature of Iron Mountain Park and the little developed area."  Anyway to incorporate the Campbell native garden as an accessible feature of the park? An underground tunnel?  Bike trails! My teenage boys would love a place to ride in Lake Oswego!  Getting the watershed so that it drains properly without silting and cannot backup and flood with adequate and hopefully open culvert under the road and pedestrian crossing.  Given its location along the Iron Mountain bikeway, there should be a trail through this park that offers a less strenuous path for cyclists and walkers to finish the journey from downtown to Lake Grove. This would avoid the relatively steep uphill Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 67 after the roundabout where Iron Mountain and Upper meet. It would also make the travel more rustic and encourage more use of the park, and cut down on the need for car parking if walkers and cyclists could get to the park without a car.  Has anyone checked the effect on the animals, frogs, bees, birds etc? Oh they are all gone...  Hope maintenance cost - personnel & structures - is being factored in. We can create some nice park amen tires without making it so elaborate that it takes a lot of money to maintain. Also vandalism is important to consider in any of the areas that are not easily overseen by community.  I enjoy the solitude there so I wouldn't want to attract too many people with big shelters and bathrooms. It's a hidden gem. I'd like to see it kept natural like Tryon Creek. And focus on native plants and wildlife.  I favor restoration of the park's natural features, without significant development in the small area near the road. Any development should be natural in character and provide amenities to the park's primary users (hikers and bikers).  I have lived at the trail head for 25 years and have seen a dramatic decline in salamanders, birds, and snakes since the city developed the trail and the constant human activity has increased. How can this be good for the environment in the long run? I used to walk the trail when the grasses were over my head and the wildlife was prolific. Now it depresses me the see how it is graveled (the salamanders and snakes are gone because they can't cross the trail). It doesn't feel natural anymore, it's so wide and overly processed. I don't walk the trail anymore.  I think it should be kept in its natural state as much as possible.  I think LO really needs a full off-leach park, and the Iron Mountain property, much of which is steep, would be ideal. We have plenty of parks for families, strollers, joggers. Keep this one area wild and let dogs run free.  I think there is a great opportunity to create a more accessible pedestrian and bicycle path from Iron Mountain Boulevard to Brookside and Twin Fir as part of this project.  I think this park should be more natural and features should not be of a very refined character; but high quality design of the features should be a priority.  I think you need to include mountain biking, kid friendly trails and places for exercise  I want it to remain as close to a nature park as possible. Limit the vehicle traffic and keep it pedestrian/pet friendly. Kids love trails and exploring too. Keep the native birds and plants happy. Do not remove too much of what is there now except the awful construction vehicles. I live at Village on the Lake and walk to Iron Mountain weekly Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 68  I would definitely like to see some mountain bike trails added.  I would hope that it stays as "natural" as possible...especially in the look of the amenities and access areas.  I would like money and energy to go into restoration of the natural area including removal of invasives and re-establishing natives.  I would like to be able to ride my mountain bike there  I would like to see the park relatively unimproved other than minimalistic pathways and meeting places.  I would like to signage. Pointing out describing the flora and fauna, plus the history of the mine and other important info  I would love to be able to visit and walk trails at Iron Mt. I drive thru it all the time. As far as I have been able to tell, there is no trail or way into the park at this time. I have been a L.O. resident for 29 years.  I would love to see a DOG park on this side of the lake. The "FARM" is too far for the north side of lake oswego. Even an area like MARY S YOUNG park in West Linn is better than our parks. It has all the the things you are trying to incorporate. Picnic, trails, nature area, play area, and dog park. It is a great park.  I would love to see mountain bike trails developed in the area with wash facilities much like Stubb Stewart.  "I would love to see the mining history celebrated in the park. My vision would be to have an adit (maybe more over time) opened to the public periodically with tours and side events that explain that history to the community. The East Bay Parks, Black Diamond Mines Regional Preserve provides an excellent example of how the history can be incorporated. See link  http://www.ebparks.org/parks/black_diamond"  I'd like to see mountain bike trails in the park, nothing too technical just some cross country trails that could be shared with other uses that would allow people to get some exercise.  I'd love to find a way to allow kids (mine are 11 and 5) free range play. My 11 year old already does this.  I'd love to see the new 2 acre area have 6 parking spots, with gravel or wood chip paths, a few picnic table. small restroom (if really needed) and a closed at dusk policy. In addition, a wood board walk crossing the wet areas only, and a connector path along the bottom Iron Mountain, along the North edge of the Hunt Club, thus connecting the Iron Mountain "new access" point to the existing Broodside Road trail entrance. Over all, keep it natural, wild but maintained. A place for talking a short walk, having a picnic; more of a neighborhood green space, than a recreational park. Thanks Daniel Work, 2855 Brookside Road Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 69  I'm excited to see the continuation of the process and the final product. This will be another feather in LO's cap! Please keep up the great work!  Iron Mtn. Park is nearly unusable as a normal park. It's narrow steep features limit its usefulness. What's really needed is a means to LINK all of the open spaces in LO. The Country Club is an elitist exclusion area that bans access or egress. A formal system of paths should be designed and implemented such that extensive walks and runs can be performed across the city. Right now it's a hodgepodge of islands of recreation disconnected by private property and no trespassing zones. Ugly.  It would be great to have an area set aside for birders!  It would be great to see some off leash dog areas there.  It would be nice if the Iron Mt area were managed with major attention to its value as a resource for plant and animal life. Native plants and wild animals have so few places of refuge in the metro area that each one is extremely important. Even the newts, shrews and mice need somewhere to live.  It would be nice to have some off-leash area(s) for dogs. Or a designated trail which is off-leash.  Just make sure there will be enough parking. In the summer, during hot days, that's a great place to go and I imagine others will too.  Keep as much of the natural feel as possible  Keep it safe for the horses and riders.  Keep it simple and natural.  KEEP THE PARK AS NATURAL AS POSSIBLE  Most of my comments indicate my desire to see this site retain as much of its natural character as possible, while also allowing visitors to gain access, mainly through trails on the hillside, and perhaps other features on the flatter areas near Iron Mountain Road.  Mountain Bike trail! There are no legal trails in the area outside of a 45 minute drive. The terrain in the park is well suited to hiking/ cycling loop.  Mountain bike trails would be a great fit.  "PARKING- [category not on the survey]  I think parking should be relatively small and natural- such as gravel, not asphalt or cement, and no fence/barrier around it. The current parking area on Iron Mt Blvd is probably the best location. It’s important that it be visible from the highway, not back in the staging area, to discourage inappropriate behavior. The more secluded parking area at the Brookside trailhead sometimes has evidence of nighttime activity (empty liquor bottles, used condoms, drug items.) A chain closing the parking area at night might also be helpful. [See previous comments under Restrooms.] Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 70  GENERAL COMMENTS: Thank you for asking for public input. The photos on this survey are very helpful and the categories are useful.  Yes, it is time to finally return the area along Iron Mt Blvd back to to the animals & people after so many years of being trashed by trucks & machinery. The junk dumped there during the city projects [including broken asphalt & other possibly toxic material] needs to be removed and the wetlands & stream there restored to a natural condition healthy for the animals to return.  What might be added there for neighbors to use should be in keeping with that natural character. It has educational potential for nature play for children, bird watching, informative plaques about the fascinating history, ecosystems, & wildlife of the park. Facilities built in that area should be simple, natural and few. Features such as skateparks, large picnic areas & shelters, dirt bike or asphalt jogging paths, etc. should be available in some LO parks but are not appropriate in this small area and in this natural park setting.  [Also, putting a thoroughfare bikepath from Iron Mt Blvd along the back of the wetlands & Hunt Club to Brookside & Douglas Circle would create a number of serious safety issues for pedestrians, bikers, dogs, horses & wildlife and is unnecessary, as the current pathway on Iron Mt Blvd to Upper & Boones Ferry is quite good.]  LO has a wonderful variety of parks which residents can use for exercise & entertainment. We would be wise and forward-thinking to recognize and preserve the unique character and value this park has as a wildlife sanctuary and place for people of all ages to experience the beauty of nature."  Parking lot should be small; overflow parking arrangement needs to be worked out with the hunt club. The bike path could be separated from the road along the park, but not pass through the park. A blind for bird viewing needs to be near the pond. A trail to the iron mine could include a "peek" into the mine (or a pseudo-mine). The name of the park could emphasize its function; e.g., "Lake Oswego Wetland Park," rather than Iron Mountain Park. Cooperation with the hunt club is important in order to try to save it. Connections to the existing nearby trails should be emphasized.  Parking should be right sized to meet other goals for limited access and habitat preservation. Parking should be located as far east and away from the core wetland area for habitat and wildlife preservation.  "Please consider some area for mountain biking. Just a few trails. That would be perfect. Thanks"  Please create a play park with SWINGS and activities for very little kids! Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 71  Please include a loop trail that is open to hiking and biking. There are virtually NO dirt surface trails open to biking in the Portland Metro area. Please keep the surfaces natural. It promotes a better nature experience  Please keep allowing bicycle access to the natural surface trails.  Please make it safe for dogs and children to be in attendance - so taking into account the wetlands/water swamp issue.  "Please make sure that trails are open to Mountain Biking so that kids in the neighboring areas can have a place to explore on their bike in a place far from cars.  Bike riding promotes an active life style and a healthy life style"  please, please, please build the nature play area! also would like hiking trails  Put a covered indoor sports arena for soccer, rugby, lacrosse, etc. and an indoor Olympic size pool (replaces LOSD pool) on the two developable acres.  seems like we have a lot of parks already.  Since it is a large space, my family would love a soccer field incorporated into plans, along with space for nature exploration.  Some have talked about putting a bike path through the park. I think this would disrupt the quiet of the place and make it less hospitable for animals, small children, hikers, and people who are there to watch the wildlife. Also, it would be more expensive to maintain.  Some of the seating areas here have been quite large. Bringing kids closer to nature is a wonderful idea. Maybe some talks, using the wetlands to teach kids? Also for them to learn a little about horses? For that the larger seating areas would be great. Combine learning with playing.  Some signage on the history of the mining operations a hundred years ago.  "STREAM RESTORATION & WATER PLAY -- I hope the stream presently confined to a ditch will be restored to a shallow meandering waterway with a gravel bed where children can wade and explore. It would also be wonderful if there were a sand area along one bank where wild animals that visit the stream at night will leave their footprints for children to find.  WILDLIFE VIEWING BLIND -- Instead of a picnic shelter, I would rather see a wildlife viewing blind overlooking the pond.  NATURE PLAY -- Some features that weren't offered in this survey: 1. large granite boulders, 2. fallen logs with roots attached, 3. an above-ground platform surrounding one of the large trees like the giant weeping willow so children could feel they are up in the tree.  PARKING -- Our group at the charrette preferred a small parking lot next to Iron Mountain Blvd. (NOT in the middle of the park). They also preferred a permeable parking surface." Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 72  Thank you for investing in this park. I enjoy living in uplands and hiking the trails and park. I look forward to bringing my kids more in the future. Keeping it natural and community like is important.  "The format of the survey does not seem to fit for Iron Mountain Park which is on a steep slope.  This survey format assumes a flat park."  The less commercial development (i.e., involving concrete/asphalt or large structures) the better. Maintain trails (as we do) and let the forest remain.  The property is really worthy of a city park due to its natural beauty, peaceful setting away from traffic and houses and convenience. Let's keep it rustic with minimal structures.  The trails need to be open to bikes.  The walking path on Iron Mountain Road must be addressed. It is rather scary to use due to the speed of traffic. It should be nice quiet pathway in the forest to the extent possible.  There are a number of parks in LO in which to picnic, play sports, take children to play on swings and slides. The fact that Iron Mountain is so treed, has a good deal of wildlife, is relatively quiet, where you can get away and just be solitary in the middle of a busy town, is of such value to me. Our mantra in America seems to be develop, develop, develop. Can we not keep a place where one can enjoy some solitude?  There are already several very structured parks, but rather few playgrounds for young children in Lake Oswego. This is a great opportunity to do something different, innovative, and exciting in the city.  Trails need some drainage and more gravel to remove some of the mud.  Try to keep the area as natural as possible.  Very excited about the new park. I think it will be a great addition to the park, trails, and pedestrian lane on Iron Mountain Boulevard.  We need more trails!!! Consider creating at least one trail as a loop  "We have an opportunity to provide families with a place to walk to (so maybe a restroom is a good idea). Parking has not been addressed? Some places to explore and walk give parents an opportunity to share nature with kids and let kids share with parents. Rachel Carson's Sense of Wonder comes to mind. Even more importantly, not every natural area has to be for human activities, of course. Let us keep wildlife habitat first and foremost in our plans.  My response to this survey is in 2 parts. I tried to hit the back arrow to return to a previous page and whoopsie! Hope they can be combined somehow." Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 73  We I live a few houses away from the west entrance to Iron Mountain Park with my mom, who has Alzheimer's. My kids, myself, and my mom frequent the park. The biggest concern in the park in the ivy, which is killing many trees. The community does it's best to pull/clear ivy, but if money is to be spent, can't it be spent on saving the park itself? There are only a few Madronas, a beautiful native tree, which are being drowned in ivy. This park is a natural place for beautiful varieties of birds, deer, and coyotes to live, and they travel between Iron Mountain park and Spring Brook park. I have even seen Flickers, but not nearly as many as I saw in King County and no Pileated Wood Peckers, which are supposedly there but very shy. People travel through too, on foot, not stopping for much because it's more of a travel through park than a destination. Making it a destination would force the animals out into the community even more, and they occasionally roam the streets even during daylight. The deer spook easily and aren't very smart, so if something scares them from the park they crash up into the street and that brings the coyotes out too. If the deer are spooked, it also makes it a lot more difficult to avoid hitting them even if you drive very slowly. I once followed one all the way up the hill while it zigged and zagged back and forth up Glen Eagles Road until it finally found the park entrance again. Many yards are highly landscaped and opened up, not many places for deer and coyotes to hide, and even dangerous since they also crash out upon walkers. I have heard them crashing around in hedges at dusk or dark especially in summer, when they get stuck outside the park, and have been glad I didn't have headphones on like a lot of the kids walking around, so I could watch for them and make sure not to get trampled by a deer. Once I was walking my dog at dusk and looked down to see a coyote walking on my other side, gliding along, until we walked by the park entrance and it ran off down the trail. The coyotes do come out in summer and have swarmed my fenced in yard, even using a decoy dog/coyote (a smaller friendlier looking one) to lure my dog to the fence (a 30 lb excitable indoor mutt, who is only outside with us). These animals need a space to call their own and only come out if the park cannot sustain them. There are plenty of rabbits and rodents in the park they can live off of if the park itself is healthy. None of the structures indicate the park health or plant/tree life, which is the only park of the park that isn't working right now. We, the residents, and the animals, need the park itself to be healthy! I see lots of people, families walking and cycling, using the park every day, especially weekends, to exercise and go through. Please don't make it just like any other old park in a city, it is special! Please use the money wisely, look at studies on urban wildlife, and please help us take care of it! Also, many people let their dogs off leash, which is hard on those of us with kids or dogs who get agressive on-leash when "sniffed" and greeted by a friendly well- intentioned off-leash pet. Do studies show anything about whether or not increasing Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 74 structures around parks makes it more of an off leash dog area? It would be awful if Iron Mountain park became an area where people sit down and talk on their cell phones and let their dogs off leash while they romp and poop, like the folks do over at the playground by the closed elementary school next to LOJH. They pull up, park, and let their dogs out and sometimes don't even seem aware of what their dogs are doing because they are so involved in what is happening with someone on their phones.  We really need more off-road cycling opportunities and bike paths in general.  We ride a lot of bikes and would more areas to ride trails in the LO area. There are opportunities to expand this area and create a local riding venue for people of all ages.  We would love a nature playscape at Iron Mountain. There is so much beauty along there that we could enjoy as a family.  What about a bike path coming off of Iron Mountain Rd through the park behind the Hunt Club and onto Brookside Rd. It would act as a bypass of the Round-about providing another way to access Upper Dr.  "What makes Iron Mountain park a special place is the fact that it is minimally touched by man. It is a place where I can go, close to home, and feel as if were out in the woods. I have seen deer, coyote, owls, red tailed hawks, numerous songbirds and a Cooper's hawk that crossed the trail right in front of me, maybe two feet off of the ground, expertly weaving it's way through the trees, at full speed. I have discovered wild white larkspur on this trail. When I went home to look it up, I found that it is a rare and endangered plant - right here, in town!  In my opinion, wild places are where discovery happens. A park is where a planner has decided and is telling you where to sit, where to play, what to see, what to do. It is controlled and maintained and restricted like every other public space: schools, roads. I think that it is important to have a place where we can just be. Iron Mountain is already that place, it would be a shame to pave paradise (and then put up a sign telling us how wonderful it is)."  Wildlife protection and ecology of area should override the public's desire for build- outs like playgrounds, picnic areas, restrooms, or trail development.  YES - I want to be able to mountain bike there. You need to allow riders again.  Yes! We need an off leash dog park north of the lake. There is one south of the lake and it is a dusty dirty mess. A recent visit to Colorado revealed an amazing dog park with swim feature and it was pristine. The park system should support the needs of the community it serves. There is no place for dogs to run and they need off leash time. Right now I drive to 1000 acres or west linn. They are serving the needs of our community which isn't right. Iron Mountain Park Conceptual Plan Design Charrette Online Vision Exercise Results (2/29/16) 75  "You need to find out the long range plans of the hunt club. I love the hunt club, but I don't know how well they are doing financially? They seem to be letting their barns deteriorate. If we get the chance, Lake Oswego should buy it and put in another community garden. I like all your ideas for Iron Mtn. Park. You are moving in the right direction. Just make sure you make the most use of the pond and clean up that ugly creek. Put a nice path behind the hunt club property. Encourage the hunt club members to welcome visitors. It is about time this property is put to good use. Maybe put in a little science area and show how rocks are turned into iron and then steel. Make everything wheelchair friendly. Install solar panels. Have bike racks. Install Wifi.  There is a ton of flat area in the woods to the east of the clearing. Maybe not now, but eventually I would like to see more of this area landscaped and be more accessible for hiking or just hanging out. You could put in a loop trail all the way down to where the curve is on Iron Mtn. Rd." Please tell us a bit about yourself. Responses Count Percentage I live in Lake Oswego 135 88.8% I don’t know where Iron Mountain Park is 9 5.9% I have visited Iron Mountain Park 88 57.9% I visit Iron Mountain Park regularly 71 46.7% I live in one of the surrounding neighborhoods (Lake View/Summit, Lake Grove, Country Club) 85 55.9% I have youth/children under the age of 18 living in my household 58 38.2% If you would like to receive updates about the Iron Mountain Park Conceptual Planning process, please enter your name and email address below. Around 70 people expressed interest and submitted their contact information to receive updates about the Iron Mountain Park Conceptual Planning process. IRON MOUNTAIN PARK CONCEPTUAL PLAN DESIGN CHARRETTE 01.30.16 Existing Conditions Presentation Reference Materials for Participants Table Discussion: Favorite things about Iron Mountain Park Results: Favorite things about Iron Mountain Park Table Exercise: Activity Images Table Exercise: Map Activity Report Back Report Back Report Back Report Back Results Results: Activities/amenities that fit in Iron Mountain Park ONLINE VISION EXERCISE RESULTS What is your favorite thing about iron mountain park? What features fit at Iron Mountain Park? Nature Play Responses Count Percentage Yes, I really like it! 90 59.2% I am not sure 41 27.0% No, I don’t think this fits 15 9.9% No answer 6 4.0% Nature Play Responses Count Percentage Yes, I really like that!53 34.9% I am not sure 52 34.2% No, I don’t think this fits 35 23.0% No answer 12 7.9% Nature Play Responses Count Percentage Yes, I really like it! 78 51.3% I am not sure 31 20.4% No, I don’t think this fits 32 21.1% No answer 11 7.2% Nature Play Responses Count Percentage Yes, I really like it! 65 42.8% I am not sure 27 17.8% No, I don’t think this fits 48 31.6% No answer 12 7.9% Trailhead Responses Count Percentage Yes, I really like that! 110 72.4% I am not sure 22 14.5% No, I don’t think this fits 11 7.2% No answer 9 5.9% Trailhead Responses Count Percentage Yes, I really like that! 125 82.2% I am not sure 15 9.9% No, I don’t think this fits 4 2.6% No answer 8 5.3% Responses Count Percentage Yes, I really like that! 58 38.2% I am not sure 43 28.3% No, I don’t think this fits 42 27.6% No answer 9 5.9% Kiosk Kiosk Responses Count Percentage Yes, I really like that! 74 48.7% I am not sure 34 22.4% No, I don’t think this fits 32 21.1% No answer 12 7.9% Wetland Responses Count Percentage Yes, I really like that! 87 57.2% I am not sure 38 25.0% No, I don’t think this fits 19 12.5% No answer 8 5.3% Boardwalk Responses Count Percentage Yes, I really like that!96 63.2% I am not sure 25 16.5% No, I don’t think this fits 24 15.8% No answer 7 4.6% Boardwalk Responses Count Percentage Yes, I really like that! 90 59.2% I am not sure 38 25.0% No, I don’t think this fits 15 9.9% No answer 9 5.9% Boardwalk Responses Count Percentage Yes, I really like that! 82 54.0% I am not sure 27 17.8% No, I don’t think this fits 38 25.0% No answer 5 3.3% Gathering Circle Responses Count Percentage Yes, I really like that! 63 41.5% I am not sure 33 21.7% No, I don’t think this fits 48 31.6% No answer 8 5.3% Gathering Circle Responses Count Percentage Yes, I really like that!83 54.6% I am not sure 33 21.7% No, I don’t think this fits 27 17.8% No answer 9 5.9% Outdoor Classroom Responses Count Percentage Yes, I really like that!50 32.9% I am not sure 41 27.0% No, I don’t think this fits 53 34.9% No answer 8 5.3% Outdoor Classroom Responses Count Percentage Yes, I really like that!94 61.8% I am not sure 32 21.1% No, I don’t think this fits 19 12.5% No answer 7 4.6% Picnic Area Responses Count Percentage Yes, I really like that!61 40.1% I am not sure 43 28.3% No, I don’t think this fits 38 25.0% No answer 10 6.6% Picnic Area Responses Count Percentage Yes, I really like that!20 13.2% I am not sure 23 15.1% No, I don’t think this fits 102 67.1% No answer 7 4.6% Shelter Responses Count Percentage Yes, I really like that!74 48.7% I am not sure 23 15.1% No, I don’t think this fits 45 29.6% No answer 10 6.6% Restroom Responses Count Percentage Yes, I really like that!61 40.1% I am not sure 49 32.2% No, I don’t think this fits 32 21.1% No answer 10 6.6% Restroom Responses Count Percentage Yes, I really like that!69 45.4% I am not sure 21 13.8% No, I don’t think this fits 52 34.2% No answer 10 6.6% Tell us a bit about yourself Responses Count Percentage I live in Lake Oswego 135 88.8% I don’t know where Iron Mountain Park is 9 5.9% I have visited Iron Mountain Park 88 57.9% I visit Iron Mountain Park regularly 71 46.7% I live in one of the surrounding neighborhoods (Lake View/Summit, Lake Grove, Country Club) 85 55.9% I have youth/children under the age of 18 living in my household 58 38.2% IRON MOUNTAIN PARK CONCEPTUAL PLAN Iron Mountain Park Conceptual Plan 6:00 – 6:20 pm Welcome Introductions 6:20 – 6:40 pm Project Updates 6:40 – 7:45 pm Design Charette Review Design Charrette Findings Online Questionnaire Findings Discussion: Input for Design Alternatives 7:45 – 8:00 pm Next Steps Design Alternatives Review and Recommendations Planning Advisory Committee Meeting #2 Date March 3, 2016 Time 6:00 – 8:00 PM Location Santiam Room, Palisades Building, 1500 Greentree Road Agenda Visit www.ironmountianpark.org or https://www.ci.oswego.or.us/parksrec/iron-mountain-park-plan for more information Iron Mountain Park Conceptual Plan 6:00 – 6:15 pm Welcome and Introductions 6:15 – 6:35 pm Iron Mountain Concepts Presentation of refined concept design alternatives Questions and discussion 6:35 – 7:15 pm Table Exercise (On the map) Specific comments and concerns indicated on printed site concepts 7:15 – 7:50 pm Large Group Discussion Report back on table exercise (top five comments) 7:50 – 8:00 pm Next Steps Online feedback on concept design alternatives Community Outreach Event #2 Date May 12, 2016 Time 6:00 – 8:00 PM Location Palisades Building, Gym, 1500 Greentree Road Agenda Visit www.ironmountianpark.org or https://www.ci.oswego.or.us/parksrec/iron-mountain-park-plan for more information Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 1 Community Outreach Event #2 Summary May 12, 2016 Willamette Room, Palisades Building, 1500 Greentree Road, Lake Oswego, OR Lake Oswego’s Parks and Recreation Department held a second community outreach event on May 12th to inform the Iron Mountain Park Conceptual Plan. The objective of this event was to elicit feedback from the community on the two alternative concepts developed from the earlier input. These comments will be incorporated into the draft concept plan in the following months. Around twenty community members participated in this event facilitated by Ryan Mottau of MIG Inc., and Mike O’Brien of ESA. A list of attendees is included at the end of this memo. This memo provides an overview of the various discussions that occurred during the outreach event organized into the following sections: •Outreach Event Overview •Outreach Results o Specific comments and concerns indicated on the refined concept design alternatives A and B. o Which alternative had features that would fit better at Iron Mountain Park? •Next Steps •List of Attendees Outreach Event Overview Ryan Mottau introduced the project team and welcomed the community members to the event. He then gave a brief summary of the park planning process till date. In January, a community design charrette and a follow-up online exercise were held to elicit feedback on design ideas and features that would fit at Iron Mountain Park. In March, the PAC members weighed in on two preliminary design concepts presented by the project team to ensure they exemplified the themes that emerged from the public engagement results. As the next step, the project team incorporated the public engagement results to refine the concepts to what was presented at this meeting. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 2 Following the planning process summary, Ryan restated the recommendations pertaining to the Iron Mountain Park from the Parks Plan 2025 1. He highlighted that Iron Mountain Park would be a unique park in Lake Oswego: a park which would enable visitors to enjoy the wilderness, experience nature, serve an interpretive and educational role while preserving the habitat and wetland system. Amenities and features such as picnic shelters, play area, viewing decks and trails will be designed to enable users to enjoy the park while minimizing the ecological impacts at this site. Then, he asked participants to provide feedback and site observations that would help the project team achieve this objective. Mike O’Brien presented two refined concepts (Figures 1 and 2) to the community to incorporate feedback. He also presented a concept map of revised trail connections from the park to the surrounding neighborhoods (Figure 3). Figure 1: Draft Concept 1 1 Parks Plan 2025 is the City of Lake Oswego’s Parks, Recreation and Natural System Plan. It provides the Parks and Recreation Department system-wide direction and strategies for the next 15 years. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 3 Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 4 Figure 2: Draft Concept 2 Figure 3: Proposed Conceptual Loop Trail System Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 5 Following the presentation on the two concepts, participants at each table discussed their likes and concerns about elements in each concept. Each group reported back their findings to the entire gathering. Community members recording their concerns and likes for each refined concept Event Outreach Results The following elements from Concept 1 and Concept 2 were mentioned by multiple groups as a good fit within the Draft Concept for this site: •Stream alignment: Most participants preferred the rerouted stream alignment as shown in Concept 1 for various reasons. Many participants felt the rerouting improved the visibility of the park and made the site safer. Some observed that the rerouting helped with the ecological restoration by allowing more space for planting buffers along the stream. Others observed that by rerouting the stream, stormwater management from the hills can be more efficient. A PAC member also suggested appropriate tree plantings (Oregon White Oak near the picnic area and Madrone on the hill slopes) to help with stormwater management from the hills. Rerouting the stream also allows for a bridge to access the loop trail in the hills. Some participants liked that this bridge will offer an elevated spot to view the stream and the park. •Loop trail, trailhead and regional trail: Most groups preferred the trail alignment as shown in Concept 1 within the park. Many participants liked the idea of connecting the park site to the existing city-wide trail system, as shown in Figure 3. However, they provided suggestions for realigning the trail connections at certain sections. For the west trail (north of the Hunt Club), participants preferred not to have it run all the way across the edge of the polo field. For the Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 6 east trail connection, participants suggested removing the switchback to avoid redundant connections and preserve the wilderness. They also stressed closing down unsanctioned trail paths and having just enough pathways for connectivity. Photos of alternative trail alignments as suggested by participants Most groups mentioned incorporating more interpretive features and boardwalks that highlight the wetland features than what is currently shown in the concepts. •Kiosk or interpretive signage: Participants mentioned installing entry kiosks and other information kiosks throughout the site with interpretive signage. The entry kiosk could also integrate information about the location of different amenities/ features in the park. •Nature Play: Many participants expressed an interest in a boulder garden or using the rocks and loose material available at the site for nature play. Participants emphasized the need for balancing the wilderness of the park with site amenities and features. Many participants liked the nature play elements shown in the concepts. However, they stressed that nature play and education opportunities should also respect the ecological systems for their habitat value. One participant provided an example by explaining how children can play in the water, but that should be separate from the tributary feeding native species and the larger hydrological system. Westmoreland Park was cited as an example where children play in a great water feature that is separate from the Crystal Springs. •Wetland, restored stream and natural buffers: Most groups were interested in restoring the wetlands and improving water quality on the site. A participant suggested replacing water plantain instead of the invasive species that is currently present in the pond. Many groups suggested avoiding lawns and Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 7 instead suggested meadowscaping or using native plantings in open areas. A participant member suggested native plantings (such as Aster, Checker Mallow, Mock Orange, Spirea, Oregon Grape, Thimbleberry, Wild Roses, Clarkia, Vine Maples, Twinberry, Currant etc.) for easy maintenance. Some participants suggested more boardwalks along the creek. A participant wanted more opportunities to have some open views of the creek for people to see it and also a path along the creek (a "Creek Walk"). •Picnic areas and shelters: Some participants observed the presence of animals in the north side of the park. They suggested moving the picnic shelter to the east in Concept 2 to minimize physical and visual disturbance to the site. Many groups indicated these facilities should be designed at an appropriate scale to respect the context of the site. •Parking: Many groups indicated preference for a smaller parking lot as shown in Concept 2 to minimize stormwater impacts and disturbance to the wilderness in this park. Some participants also suggested using permeable pavers for the parking area to help stormwater management. A few participants preferred the larger parking lot as shown in Concept 1 to minimize impact to on-street parking or the Hunt Club parking during peak seasons of park usage. The project team informed the participants that the park master plan, level-of-service standards and the draw to this park will determine the parking lot size. Participants suggested permeable parking treatments to help with minimizing stormwater runoff impacts. A desire for sharing parking with the LO Hunt Club, if feasible, was also voiced. •Dog use: Participants anticipate dog use at this site and suggested designing accordingly (such as adding signage indicating this is a dogs on-leash area). •Restrooms: Participants recommended installing restrooms that will be easy to maintain and also respect the ecological context of the park site. •Access: A recurring recommendation from many participants involved traffic calming along Iron Mountain Boulevard. Many groups advocated for safe crossings and reinforced connections to the nearby Campbell Native Gardens site. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 8 Mike O’Brien presenting the two refined alternative concepts to community members Photos of participants reporting out aspects they like alternatives for the park Next Steps The project team will post an online exercise as a follow-up opportunity allowing additional community members a chance to provide their thoughts. The online exercise will enable participants to mark features that they like or find problematic in each of the refined design concepts. The results of this online exercise will be appended to this summary. For updates on the project, visit www.ironmountainpark.org. Inputs from this process along with technical expertise of the project team will inform the preferred design alternative and the Iron Mountain Park Concept Plan. Ryan Stee provided updates on the site funding. 50% of the funding for this site will be from System Development Charges (SDC) and the City is applying for grants or other sources for the remaining 50%. Ryan expects the park to be completed by 2018 or 2019, at the latest. List of attendees •Brian McLaughlin •Doug Hawley •Ellen Ludwig •Greg McMurray •Jan Wirtz* •Janet Buck •Janice Weis* Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Summary 9 •Jerome Duletzke •Jerry Nierengarten •John LaMotte* •Jonathan Snell •Joy Prideaux •Julia Wood •Kristin Engstrom •Mike Buck* •Paul Lyons •Rob Loesch •Sharon Hawley •Stacey Tardhery •Susan Nierengarten •Susanna Kuo* •Ryan Stee, Lake Oswego Project Manager •Ryan Mottau, MIG Inc. •Mike O’Brien, ESA •Mathangi Murthy, MIG Inc. *Denotes PAC members Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 10 Community Outreach Event #2 Online Exercise Results May 13th to May 31st, 2016 https://maptionnaire.com/en/1267 An online exercise was posted on the project website from May 13th to May 31st, 2016 after the outreach event. It provided an opportunity for community members who could not attend the outreach event and was also an additional follow-up opportunity for participants who wanted to provide additional comments on the alternative concepts. The online exercise enabled participants to make comments specific to each of the refined draft concepts. Participants were asked to place a series of pins to mark each of the concept drawings, indicating where their comments applied. They were first asked to place a pin on features they liked or features they felt appropriate for the site in each concept. Next, participants were also asked to place a pin on features they disliked or felt inappropriate for the site in each concept. Lastly, participants also placed pins to indicate and ask questions about a particular spot or feature on both the concepts. Around 62 respondents participated in this online exercise and a total of 282 points or pins were placed with comments, questions, etc. The results of this online exercise are summarized below. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 11 HEAT MAPS AND COUNTS OF FEATURES The heat maps below represent the density of pins placed by individual respondents to particular questions (What I like, What I don’t like) regarding Draft Concept 1. Draft Concept 1 What I like Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 12 What I don’t like Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 13 The heat maps below represent the density of pins placed by individual respondents to particular questions regarding Draft Concept 2. Draft Concept 2 What I like Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 14 What I don’t like Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 15 OPEN-ENDED RESPONSES/ COMMENTS Please provide your thoughts about the trail concept 1.Like it! 2.Please add some mountain biking trails. Why not make a sustainable connection trail between the top and bottom? Abandon the old one, but use some IMBA guidelines to make a fun trail to ride a bike downhill that address the obvious need of people to get from the upper trail to the lower trail. Don't make the trail straight, add contour following and make it so bikes need to go slower by going around trees/obstacles. Avoid conflict through design. 3.Are the new trails necessary at the east end of the park? There is already a shoulder along Iron Mtn Blvd. It is not clear why there are two new entry points at the east end of the park. 4.Really lean towards concept 1 as it seems both more family friendly and less invasive at the same time. Eager for the outcome! 5.Love it. So glad these trails are being developed. Thank you. 6.Why are we doing this when so many of our parks are in need of maintenance? 7."Are these available for off road cycling? How many miles are there? Hills? Multi-use trails? thanks" 8.I like the design that moves the trail off of the road, and keeps the vehicles from crossing the path. If I had a nickel for every motorist who didn't look both ways before exiting a parking lot . . . then again, I make mistakes myself too. Thanks for listening! 9.I like the idea of the trail concept. My only concern is that trails can be dangerous for walkers if bikes are using them too. Since bikes can use surface streets, can we limit the trail to runners/walkers? Or can there be 2 lanes- one for pedestrians and one for bikes? 10.Can you incorporate children's play equipment that makes sense for all ages? 2-12 please 11.Why not include the current unsanctioned trails? If people and animals are using them, let's keep them. 12.The proposed new trails make the entire trail system more user friendly. 13.The idea of a loop trail is good. The existing trail needs some more gravel and some sloping of the trail so that rain does not create big mud puddles. 14.Keep the "non-sanctioned" trail. It's probably the most challenging (therefore most fun for many) in the trail system. 15.I agree with several people at the 2nd charrette who said they would prefer to see the west trail link angle up toward the Hunt Club trail rather than have it run all the way across the edge of the polo field. I also agree that the switchback on the east trail link Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 16 seems redundant where it parallels the Iron Mountain Trail. Perhaps it could connect to the upper trail more efficiently, if the grade allows. 16.It is important to allow horses on a portion of the trails. Does the plan for the trails make provisions for sharing the trails with horses? Restrict use to walking or horses, no mountain bikes and other types of use that would create hazards for people on foot or horseback. 17.I am not using this site properly, I fear. My only comment is voting for Concept 1. The parking was better; the layout was nicer. 18.Love the trail additions. I was unaware of the trails on the bottom right of the map. 19.Great idea, layout 20.What is not to like? 21.The trail connections on the east side look good. 22.I do not like the proposed new trail on the west side that would go behind the Hunt Club along the slope of the park. This would destabilize the steep slope of the existing trail above and there are already drainage issue in that area. Also, I have heard that wildlife uses that corridor and routing hikers there would interfere with this use. Maintaining a plant- and animal-friendly park is my most important request for the area." 23.Do not want a park 24.You can't remove the switchback, people use it all of the time, and how else are folks supposed to get up to the paths--drive all the way down to the country club? Instead, build better path access to open up the paths to more users. Connecting the park to paths is an excellent idea. However, the main regional path along Iron Mountain Road has serious safety issues and needs to be addressed urgently. 25.This concept will make this area look way better than before. I would like to propose though that when the Hunt Club does close or sells its land, that the city makes this area field space and turf and possibly use the historical building for indoor field space bc our city is in dire need of these amenities. Thank you for all your work on this project. It will make our city that much nicer to live in. Will there be a cross walk from Summit to this park across Iron Mtn Blvd? Thank you, Sara Lewis- resident of VOTL. 26.I would like to see off-road cycling as a sanctioned use. I have ridden the existing trails over the years, and want to ensure that cycling doesn't become a prohibited use. Additionally, I would like to see a couple of bike-only descents off the ridge. The non- sanctioned trail could easily form the beginnings of a bike only trail. The proposed trails shown (that complete the loop) are straight lines. The trails could easily be lengthened, and made much more interesting, if they meandered a bit. It would be great for LO families (like mine) who enjoy off-road cycling to have a place where the whole family could get out for a short ride right in town! Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 17 27.A great idea!!! 28.I really like the trail concept, I'm assuming it will continue through the park area. 29.I hope that the trails linking the existing trails will be of permeable materials. Otherwise I like this concept of linkage. 30.Is the trail a loop? That would be my preference as opposed to an out and back plan. 31.I am concerned about the potential danger of the proximity to the Lake Oswego Hunt Club. Horses are not "smart" and noise from the Park could scare the horses, which could result in serious injuries to the rider and those around. 32.Well, I found this box after I had already written my comments & concerns about the trails in the Concept boxes. (I find this feedback tool snazzy but frustrating to use.) I have very serious concerns about both the proposed eastside trail designs and the westside trail and I wrote my suggestions for improvement. Please see my comments in that section. I feel this is very important. 33.Are these trails bike friendly? 34.Please include access for off road cycling. 35.I'm interested in off road biking for me and my kids. I don't see anything designated for bikes. I know the existing trails allow bikes and I don't want to see those go away and I'd like to make sure the new trails allow bikes. I live in LO and am always looking for more local trails for my family to ride. It would be nice to have something downhill for bikes and a multi-use area for bike climbing. 36.I think these look fine. Low impact areas. 37.I think this is good overall, but why not keep the non-santioned part as a mtb-only section? I think that many of us in the MTB community would be willing to organize some volunteer work parties to make sure everything is built correctly. 38.I like the first design with the bridge 39.I would love to see the trails remain open and expanded for mountain bicycles. These trails should be shared by all. 40.Like the loop concept and having the connections 41.Please include more trails for riding bicycles. 42."Please email response to my Q's about the trail distance from I.M. Blvd. and the elevation per ft. to: [email removed] Thank you!" 43."Mtn bike trails please. We are responsible and courteous user group " 44.Definitely like the trail proposals, although I hope they are (as shown) in the woods and NOT on Iron Mountain Rd - the traffic on that road is really horrible for any kind of pedestrian activity. 45.There should not be any more fragmentation of trails than absolutely necessary. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 18 46.I support the plan to remove the non-sanctioned trail and the creation of a walker- friendly trail slightly removed from the roadway. However, I do not see the point of adding the new northerly trail that appears redundant since there's already a trail connecting those access points. Also, the trail along the north edge of the LO Hunt Club could be very problematic. LOH is already experiencing a lot of pressure being in an urban setting and more uncontrolled "traffic" (especially bicycles) along the grounds makes it increasingly difficult for LOH to operate its Riding Academy in a safe environment or to host horse shows which are one of their main sources of revenue. 47.I like the idea of the park a lot. It would be awesome if Iron mountain Blvd could be closed from say 1pm to 3pm on Sundays to allow the park to be more pedestrian and biker friendly. Also, reducing the speed limit to 25 mph on the "Iron Mountain Speedway" would be necessary to create and more user friendly area. Generally, what do you like about this place or feature of the concept? Positive Feedback for Draft Concept 1 Creek 1.I like the water layout here 2.I like that the stream is pushed back into the site, affording a more protected habitat, away from the noise of the road and parking lot 3.I like that the stream is set off at the rear of the green space with additional green space behind it. It seems like it will be more usable for wildlife if humans give it a little space. 4.I like that wetlands were preserved. 5.The realignment of the stream could be very nice if it is not prohibitively expensive. Gathering Circle 6.A simple gathering place with area where children can sit on the ground while hearing presentations or joining nature classes like Tryon Creek Park has would be great. Not sure of best location. 7.Small exercise groups might meet/ or warm up here. Nice! 8.The gathering circle could be used as a nature classroom or nature play and also as a picnic area using logs to sit on. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 19 Nature Play 9.A nature play area would be great in this park. Not sure exactly where it would be best located. 10.Play in nature! 11.well within view of other sedentary areas Parking 12.Adequate parking encourages the facilities to be used by more people! 13.I like concept one better, it has lots of parking and the design looks friendlier. 14.I think the larger parking area makes more sense 15.Love the idea to be prepared for a bus turnout! There aren't any more options in that neighborhood. Make sure there are bike racks too! Picnic Shelter 16.I like the covered picnic shelter as it gives families a place to picnic rain or shine 17.I like this plan the best. It is a more robust and usable park. 18.I think having restroom, picnic shelter, and nature play area adjacent to each other will be best for families with small children. 19.viewing area and moving stream bed Regional Trail 20.Bike trail brought off Iron Mountain is great. 21.connection of the street bike path to a nature trail will get more people into the wild part of the park. Also good for volunteers pulling ivy. 22.Fence will provide visual barrier between parking lot and trail. 23.Great choice for the path 24.I can see the advantages of having the Regional Trail swing into the park as long as it doesn't swing in as far as it does in this version. This takes a big bite out of the available park space. 25.I like that the trail leaves the busy Iron Mt Blvd and gives the pedestrian a sense of nature on the walk 26.i like the path diverting around the cars 27.Is this trail accessible by bicycles? 28.It's great that the trail is not crossed by automobile traffic. 29.It's nice to pull the trail off of the roadside 30.Love the idea of continuing the trail. Wish there were bike trails too! Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 20 31.Sensible addition for people who want to stroll along Iron Mtn Blvd. Be sure to keep the main pathway next to the road for cyclists just wanting to get from point A to point B. 32.The regional trail moving AWAY from the road is VERY welcome - road is hazardous 33.Trail is more part of park 34.walkers and bikers will be treated to the inside of the park. Restroom 35.A restroom is always useful but it should be small only two toilets. 36.Thanks for the restroom. Trailhead 37.Bridges add a fun element! 38.Great design interest! 39.I also like the bridge over the stream. 40.I appreciate it's only a trail and not a road crossing the water 41.I like the location or separation of the trailhead from the rest of the park 42.I like the trailhead and the ease of which you can connect to Iron Mt trail 43.Like the creek here. 44.Love bridges! 45.More trails in the area, and please make them open to mountain bikers. 46.The bridge over the stream, as a (quotation)gateway(quotation) to the mountainside trails could be a very nice feature. 47.The stream running on the north side will be more natural with bridge to cross it. 48.The trails will be bicycle friendly? Viewing Deck 49.Appreciate the dedicated access to waterview 50.Definitely want a nature viewing deck, given the amazing wetlands in the area 51.Everyone loves a board walk, especially at the end of the park. It makes it someplace to walk to! 52.I like the viewing deck feature - could be a nice addition 53.It is important to view the wildlife in the pond. 54.It would make a great launch point for a future interpretive boardwalk 55.It's a nice touch Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 21 56.Restoring the wetlands and having a "blind" where a few individuals at a time can look out over the water at wildlife is a great way to educate people, yet not allow dogs, children etc. to scare the wildlife. Care needs to be taken in designing and placing it. 57.The viewing deck encourages people to view and appreciate wildlife and the natural setting. 58.Viewing Deck! A place to stop! Positive Feedback for Draft Concept 2 Creek 1.I like the water layout here Nature Play 2.If there has to be a nature play area, this is a better location than the location near the wetland in version 1. If the stream is realigned to skirt the base of the mountain, the play area could be moved south a little to be near the stream, but 3.Near tree line. Not too far from water. 4.Safer for horses and riders at LO Hunt Club 5.Should retain as much of the natural habitat as possible. Parking 6.Great for school kids -- or birders, photographers, etc. -- on field trips. 7.I like 12 spots better than 30 8.I like fewer parking spaces 9.I like the reduced size of this parking area. 10.I like the smaller size of this parking lot and closer location to Iron Mountain Blvd. If the Regional Trail were to swing around the back side of this parking lot, at least it wouldn't intrude quite so far into the park. 11.parking spaces seem more appropriate 12.positive is for the # of parking spots 13.See no need for a 30 space lot. 14.Some, but not too much, parking. 15.the smaller parking lot is good. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 22 Picnic Shelter 16.I like this Concept #2 better than #1 because it is simpler and less developed, but as stated above, I limited my comments to #1 because the creek is routed through it, and that affects the overall design. (I noticed at the second charrette meeting). Regional Trail 17.I like that the regional trail doesn't use greenspace. 18.Keep the regional trail along the roadside. This prevents high-speed cyclists from whizzing through the middle of the park. Restroom 19.I like the restroom but it should be nearer the parking lot. 20.Should be visible from the street. Generally, what do you not like about this place or feature of the concept? Negative Feedback Draft Concept 1 1.Bicycles, loose dogs, etc. will be disruptive to horses at the LO Hunt Club. Either eliminate this path, reroute it, or take measures to guarantee that it is impossible to any kind of wheeled vehicle. 2.I think this space should have an art feature. 3.IMPORTANT: There should not be a green strip and vegetation between Iron Mt Blvd and the parking lot and restrooms. This developed area is not near houses/shops and is fairly remote. Ask Ranger Ben and the Work family who live next to the Brookside Iron Mt parking lot about problems we've had with late night parties, drugs, homeless people, etc. Clear visibility by cars along Iron Mt Blvd without vegetation would help discourage unwanted behavior at night. 4.MOST IMPORTANT COMMENT OF THE WHOLE PLAN: A new trail should NOT be built from the Brookside trailhead parking lot. There are already problems with cars parking there for partying/drugs etc and another trail leading from there may encourage more. And it is NOT a good option for bikers/joggers etc to become a thoroughfare between Iron Mt Blvd & Boones Ferry. The sharp curve onto Brookside road where Hunt Club trucks come, the danger of crossing Twin Fir road's fast traffic, and the very narrow Douglas Circle, all make for safety issues for increased bike & foot traffic. In addition, a trail following along the north side of the Hunt Club property would create conflict between dogs & Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 23 horses, and disturb the high number of wildlife that use that particular area. There are continual flocks of Canada geese which stop over in the field in their migration; it is a corridor for deer coming to drink; a resident redtail hawk family and a heron hunt there regularly, etc. If a loop is necessary, the trail connecting the developed area to the west side should angle up above the picnic/nature play area and connect sooner to the existing horizontal trail, bypassing the Hunt Club & Brookside trailhead parking lot. 5.See comment about need for parking lot & restrooms to be next to Iron Mt Blvd. To have the path swing inward there sounds nice, but bicyclists do not currently use the existing inward swinging pathway as they prefer to stay on the road, so not sure this feature would actually be that affective. 6.Too much grass. Kept the park natural a restore the wetlands with boardwalks throughout. Gathering Circle 7.Again, too much danger to equestrian riders at LO Hunt Club 8.I don't see the point of a gathering circle - doesn't really make sense to me and I don't see anyone realistically using this. 9.I think the number one priority in this park should be preservation of wildlife habitat. All these human activity areas, especially those placed right next to the wetland, place noisy human activity above the goal of keeping this a quiet natural area. Nature Play 10.Again, too much danger to horses and riders at the LO Hunt Club 11.I think that the nature play should be integral to the park itself not something artificially set up. 12.The nature play area is too close to the wetland area. I am concerned that human activity will drive away the wildlife. I also question why an artificially designed nature play area is necessary in a park that is already (quotation) natural. Parking 13.30 spaces is a lot for this small part 14.I dont feel this park needs so many spaces. It should be a park with limited use. 15.I don't see any mountain bike trail heads or road bike parking, will that be included? 16.I don't think 30 spaces are needed. Twelve is much better. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 24 17.I don't think it needs 30 parking spaces 18.I don't understand why the parking area and the regional trail are pushed so far into the park. The green space between the parking lot and Iron Mountain Blvd. is just wasted in an area that is already pretty small. 19.Seems like too much parking. 20.That might be a lot of land used for parking spaces. 21.This parking lot is way too big. This small park is a place where families can come to picnic or play with their children. It can't handle large groups such as reunions, parties and church groups. 22.Too many parking spaces 23.too many parking spots 24.Too much parking for such a small area. Also too much paved space. Better to have dirt/gravel for drainage. 25.Too much parking, should be more for neighborhood, hikers, bikers, etc...than cars 26.Way too much parking. Park cannot handle this number of visitors at one time. Please don't encourage them with so much parking. Picnic Shelter 27.I am not in favor of any picnic shelters. They signal that this is a party place where people are being invited to socialize, not a place for quiet walking and observing of nature. 28.I don’t think this park needs to have a picnic shelter. Many other parks have picnic facilities. 29.This map is very frustrating! I can't see what's underneath the explanation. Anyway, I believe 4 or 5 picnic tables disbursed east of the restrooms would be more pleasant and appropriate. There is a beautiful willow tree on the east side which a picnic table under would be wonderful. A big developed picnic shelter with a bunch of tables under would be ugly and not appropriate, encouraging large groups partying with loud music etc instead of small families enjoying nature, which is what this park can offer so uniquely. Regional Trail 30.I love this trail! I would just make sure the runners on it can still run fast as they go around the parking lot. Maybe a cross walk for pedestrians so they know to Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 25 look for oncoming foot traffic and bushes and trees that are shorter to not hinder their view as the trees grow. 31.The trail should be continuous...You should be able to continue the walk without cutting through the park area. Route the trail around the park area. Restroom 32.Too hidden, presents a safety issue. Should be closer to the road/parking area and visible. Trailhead 33.Liable to be expensive. Also, if it's made of wood it's liable to rot and need replacing -- unless it's a covered bridge which would definitely be expensive -- and full of spiders. Viewing Deck 34.I am really surprised and deeply disappointed that, inspite of the number of people who expressed interest in a boardwalk through the wetland, no boardwalk has been presented as an option in either Draft Concept. This little platform is not a "walk." Also, it's location is angled to give people a view toward the road rather than the much nicer view across the pond toward the mountain side. 35.Too close to the LO Hunt Club - potential of scaring horses, and causing injuries to riders. Generally, what do you not like about this place or feature of the concept? Negative Feedback Draft Concept 2 1.both concept have too much grass. The park should be wild not cultivated. 2.Don't like the path configuration 3.I don't like this plan. It is not very usable and doesn't appear to have many common areas. 4.Native vegetation would be much more appropriate than lawn. 5.No viewing area in second plan seems like a missed opportunity, given wetlands nature of area 6.NO viewing area!!! :( 7.Overall, I prefer the park layout and parking configuration in draft concept 1.... 8.This one does not seem as well thought out. 9.why so much paving? use boardwalks instead please. Gathering Circle 10.A Redtail hawk has his favorite perch near here. Don't encroach on his territory. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 26 11.I'm not in favor of having a gathering circle in this park where the emphasis should be on walking and quiet observation of wildlife. 12.Seems (quotation) exposed (quotation) 13.The noise at this site is potentially dangerous to the horses and riders at the LO Hunt Club. Nature Play 14.Nature play should be the park itself from careful observation by children and adults. 15.while still visible - the play area seems to miss out on views? Parking 16.Doesn't seem like enough parking 17.Less than adequate parking if you want to encourage people to use the facilities. 18.Would think we would need more than 12 spots... Picnic Shelter 19.As I said in my comment on draft concept 1, I don't think there should be a picnic shelter because of the kind of human activity it will invite. 20.I'd favor a small number of picnic tables scattered in the eastern part of the park which could be a kind of meadow with a few large trees. This is Oregon; we take our chances with the occasional shower. 21.the picnic shelter and the gathering circle could be combined and that would have a lower impact on the park. Regional Trail 22.Don't have the trail along Iron Mountain Road 23.I do not like the straight parallel to Iron Mt Blvd for the path/trail. This shows no imagination on the planning team and it is just a very busy path to walk down with cars zipping by. 24.the path crosses the car entrance 25.The trail is crossed by automobile traffic, which could cause accidents with pedestrians. 26.Trail along road is BAD IDEA - road is too high speed, too dangerous. Restroom 27.Should be closer to the road/parking area, and visible. For safety reasons. What is your question? Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 27 Draft Concept 1 1.What is the best for dogs in this area? How will they affect other park users such as horses, wildlife, the wetland vegetation, etc.? Thought needs to be put into dog traffic. Despite signs & frequent reminders, this park has traditionally be before LOTW project there was wet land here. Will that be restored? 2.Can we encourage the City to purchase the rest of the wetlands so it can be restored and become the crowning jewel of this park area? 3.Is there any dog area? 4.What is the concept plan for the actual park itself? There is a whole mountain side above these two concept drafts that I am not seeing plans for. 5.Where is this road? I can't seem to find it on a map 6.Why is LO not putting in a turf field like Hazelia in the middle of LO, couldn't this property accommodate some field space or perhaps the hunt club? 7.Will there be enough natural vegetation to reduce/block road noise? Nature Play 1.Not sure about this nature play area - is it just some rocks and bark chips or showing natural elements? We do have the natural park across the street from Iron Mt with native plants so don't feel we need to duplicate that in this space. Parking Area 2.Do you have data from other parks (George Rogers?) to guide the decision on 12 or 30 spaces? More spaces might be best if it doesn't use up significant useable park space. 3.This seems like a big lot. Is it necessary to be this big? Also, don’t forget to treat the runoff. 4.Will there be available bike racks to pause, lock up the bike, and enjoy the area? Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 28 Picnic Shelter 5.what is the shelter capacity? Creek 6.Is this a new stream channel? Why is this in Concept 1 but not Concept 2? 7.I don't understand where this creek originates and goes. Does it feed into Springbrook Creek? Restroom 8.Can the toilets be unisex and self-composting? Trailhead 9.Where is the trail connector walk east? Should be able to walk around the park area and make a continuous loop!! 10.Where can we comment on the trail design?? I have concerns about it. I don't actually believe another trail through this steep hillside is a good idea. But especially, having a second parallel horizontal trail so close to the existing one. What is your question? Draft Concept 2 1.What is the best for dogs in this area? How will they affect other park users such as horses, wildlife, the wetland vegetation, etc.? Thought needs to be put into dog traffic. Despite signs & frequent reminders, this park has traditionally be How many feet from Iron Mt. Blvd. is the end of the trail? What is the elevation per foot of the trail? 2.The wetland is the most interesting feature of this little triangle of land. After several of us expressed interest in a boardwalk, why wasn't a (dog- and bike-free) boardwalk ever presented as an option? 3.This trail will be bicycle friendly? There is a lack of off street riding opportunities in LO. 4.Where would the trail to the east link up? 5.why are we doing this when so many of our existing parks need maintenance? Parking Area 6.I prefer #2 but where will overflow parking be? 7.See above bike parking question. Picnic Shelter 8.what is the shelter capacity? Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 29 Regional Trail 9.Can we have a nice crosswalk that makes it easy to get to the Campbell Nature Garden? And make it a combo crosswalk/speed bump like the one near Waluga Park (west). They need to be easy for horse trailers to negotiate. Iron Mountain Park Conceptual Plan Community Outreach Event # 2 Online Exercise Summary 30 Trailhead 10.What will the trailhead look like? 11.Where can we comment on the trail design?? I have concerns about it. I don't actually believe another trail through this steep hillside is a good idea. But especially, having a second parallel horizontal trail so close to the existing one. Iron Mountain Park Conceptual Plan 6:00 – 6:20 pm Welcome Introductions 6:20 – 6:40 pm Project Updates 6:40 – 7:45 pm Outreach Event #2 Review Outreach Event Findings •Specific comments and concerns for alternatives •Specific comments and concerns for loop trail system Online Exercise Findings Discussion: Input for Preferred Alternative 7:45 – 8:00 pm Next Steps Preferred Alternative Review and Recommendations Planning Advisory Committee Meeting #3 Date June 23, 2016 Time 6:00 – 8:00 PM Location Santiam Room, Palisades Building, 1500 Greentree Road Agenda Visit www.ironmountianpark.org or https://www.ci.oswego.or.us/parksrec/iron-mountain-park-plan for more information Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 1 Planning Advisory Committee Meeting #4 Summary September 28, 2016 | 6:00 pm to 8:00 pm Santiam Room, Palisades Building, 1500 Greentree Road, City of Lake Oswego, OR Lake Oswego’s Parks and Recreation Department held a fourth PAC meeting on September 28th to present the Iron Mountain Park “Preferred Master Plan Concept” Plan. The objective of this event was to elicit feedback from the community for how the plan has evolved through the process to the current design. These comments will be incorporated into the draft concept plan in the following months. Around 12 community members participated in this event facilitated by Mike O’Brien of ESA. A list of attendees is included at the end of this memo. This memo provides an overview of the various discussions that occurred during the outreach event organized into the following sections: •PAC Meeting Overview o Stream Restoration Update o Specific comments and concerns indicated on the preferred master plan concept design. •Next Steps •List of Attendees Some of the key points brought up during the discussion are summarized below: Stream Restoration: Ivan Anderholm from Lake Oswego Parks and Recreation gave a brief summary of the restoration design process. In short, the design process is moving forward. Traffic Safety: There is a strong desire from PAC members for the design team to incorporate a summary of traffic safety issues that have been brought up in the PAC meetings in the narrative of the Master Plan. The main issue is vehicle speeds on Iron Mountain Boulevard. The primary mitigation strategies discussed were to provide additional speed bumps and to lobby the City to reduce the speed to 25 where it runs along the park. A PAC member requested that the design team coordinate with Amanda Owens (LO Traffic Coordinator?) prior to the next submittal. Fire Hydrant: The Fire Marshall will require the fire hydrant supply line to be up-sized from 2” to 6”-8”, and move closer to the footbridge. A PAC member asked if it could be connected (daisy-chained) to the hydrant on the Hunt Club property. Staff said that this would likely not be allowed under code requirements, unless it was supplied by its own main line. Either way, it seemed that the consensus would be to locate the hydrant close to the footbridge. Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 2 Small Animals: There was some discussion about how to save the small amphibians (XXX Salamanders, primarily) that currently reside in the ditch and near the old foundation. Some thought that a catch and release program to the pond area might be a good alternative. Others felt that once the overstory and shrub layer was removed that they would find their way to more suitable environs. More study by the stream restoration designers was desired. Site Interpretation: The PAC requested that interpretive panels or similar be spread throughout to tell the story of the iron industry that was a major part of Lake Oswego’s history. It could be designed with existing Iron Heritage trail system. There were others that felt it important to include Native American history as well. More discussion later in the meeting suggested that placing an interpretive panel at the site entry near the parking lot should be the first location considered due to the fact that most of the park users would pass through that area and that would allow maximum visibility for the story to be seen. Trail Location: PAC members expressed the desire to see the trail connection heading west from the footbridge to push high enough on the slope to get as much distance and screening from plant material to make sure that horses will not be spooked by trail users and their pets. Later in the meeting there was discussion about how to achieve the screening and prevent dogs from bolting off the trail towards the horses. A combination low fence and dense plantings was thought to be a good solution. The design team was advised to make sure that the Master Plan narrative include this information. Parking Lot Paving: There is a desire to have permeable parking in the parking lot if feasible. Mike O’Brien suggested that the drive aisle should be standard asphalt, and the parking bays would be where to use permeable paving. It could be precast pavers or permeable asphalt or concrete. Parking Lot Exit: A PAC member asked if the exit out of the parking lot should be “right out only”. The discussion in the group did not reach consensus on whether this would be something for the design team to pursue. Fine Lawn Area: There was a discussion around the appropriateness and size of the manicured lawn area in the park. There was concern over the presence of lawn in the plan and questions about whether it was an appropriate element in the park. Others felt that lawn would be useful for children and families that use the park. Mike O’Brien suggested that providing a relatively small area of lawn would concentrate activity in that area and lessen the impact to the surrounding, more naturalized environments. Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 3 Drinking Fountain: PAC members thought there should be more than one drinking fountain in the park. There seemed to be concensus on having one at/near the restroom, and another at the trailhead. It was also suggested that the trailhead fountain also include a bottle filler. Dogs: There were questions about Dogs on the boardwalk and the possibility of them jumping into the pond/wetland to chase other small animals. Staff said that technically dogs are required to be leashed, but that there is no real way to enforce that rule. The group discussed ways to mitigate this issue and some of the ideas included signage, more enforcement, or a low barrier on the boardwalk. LOPR staff and the design team will develop a plan for dealing with this issue. Restroom Location: There was nearly universal agreement about moving the restroom further into the site to lessen the possibility of it becoming a de facto “rest area” for people travelling on Iron Mountain Boulevard. Next steps The project team will incorporate comments into the draft final Concept Plan and solicit public feedback via an internet survey, as had been previously done. Following that the design team will be presenting what we heard from the public and to present the final Concept Plan to the PAC to receive final feedback. List of attendees (PAC #3 Meeting) 1.Lisa AddatoMegan Big John 2.Janet Buck 3.Mike Buck 4.Babs Hamachek 5.Susanna Kuo 6.John LaMotte 7.Anthony Macuk 8.Doug McKean 9.Jeff Munro 10.Joy Prideaux 11.Bill Ward 12.Janice Weis 13.Julia Wood 14.Ivan A. Anderholm, LOPR 15.Mike O’Brien, ESA Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 4 Figure 1: Preferred Master Plan Concept Figure 2: Boardwalk Sketch Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 5 Figure 3: Nature Play Sketch Figure 4: Picnic Shelter Sketch Iron Mountain Park Conceptual Plan Planning Advisory Committee Meeting #5 Date Wednesday, December 14, 2016 Time 6:00 – 8:00 PM Location Santiam Room, Palisades Building, 1500 Greentree Road Agenda Visit www.ironmountianpark.org or https://www.ci.oswego.or.us/parksrec/iron-mountain-park-plan for more information 6:00 – 6:20 pm Welcome Introductions 6:20 – 6:40 pm Project Updates 6:40 – 7:00 pm PAC Meeting #4 Review Changes to concept plan Specific comments and concerns for Master Plan 7:00 – 7:45 pm Master Plan Narrative Presentation Presentation and review of MP Narrative 7:45 – 8:00 pm Next Steps Master Plan Document IRON MOUNTAIN PARK CONCEPTUAL PLAN Online Review Results 12.14.16 Respondent Profile 0 20 40 60 80 100 120 I don’t know where Iron Mountain Park is I visit Iron Mountain Park regularly I live in one of the surrounding neighborhoods (Lake View/Summit, Lake Grove, Country Club) I have visited Iron Mountain Park I have youth/children under the age of 18 living in my household I live in Lake Oswego Tell us a little bit about yourself (check all that apply) Overall Comments 0 20 40 60 80 100 120 Questions What I Don't Like What I like Number of Responses What I Like ■Pond as a focal point or signature feature ■Nature play ■Connections to the existing trails 0 20 40 60 80 100 I like where it is located! This is a great feature! Number of Responses What I like: Detail What I Like: Great Feature! What I Like: Great Location! What I Like: Comments ■I hope it is near but not too close to the water. ■Always nice to have water. ■Being able to walk around the entire pond would be fabulous. Including being able to see the horses on the other side. ■Being able to walk out to stream and see fish ■Close connection to stream ■Dogs either need to be on leash and/or not allowed in this vicinity. ■Extends hiking area . Kids like looking over edge of bridge ■Good to see a bike rack ■great to connect to existing trail ■Great to have safe nature play area. Will definitely bring my grandkids here ■I like everything about this entire plan...nothing I don't like. It all looks wonderful! ■I like that is made from natural materials or at least looks that way. Very creative design. ■I like the boardwalk, but it is very short. The boardwalk should be off-limits to dogs, horses, bicycles, skateboards, and scooters. ■I like the rerouted stream near the edge of the forest where wildlife will be able to use it. ■I like the separation of picnic tables but hope that trash receptacles are located nearby each or we have clear instructions on disposing of trash. ■Incorporating the giant boulders already on the site is a great idea. ■like the street buffer! ■Location of the bridge is nice, but it should be a rustic bridge signaling that on the other side is a natural area that should be respected. ■More benches near play areas would be great ■More native plants and flowers. How about expanding this into the area now marked for a lawn (5)? What I Like: Comments ■More natives!!! ■not sure this creek is as big as drawn, but possibly with the land design... ■parking and future parking is great. ■preserve the beaver pond, it would be great to be able to them build and how they live, also great habitat for birds ■providing ample parking is great ■Relocated stream and enhanced wetland ■Thank you for using a little permeable paving. But this lot is still way too big. ■The entire pond should be purchased by the city. ■The overall design of the parking area is very nice, but it is just too big. ■The pond is a habitat to a lot of wildlife and should be preserved and a focal point to this park. ■The pond is the signature features of this site. It would be great if the city could purchase it from the Hunt Club ■The whole pond would be a great feature to include with a boardwalk and possible nature outings for school groups. I'm afraid that without the entire pond, folks may walk around on their own without being incorporated into the park, and trample/disrupt the natural borders. ■There is never enough parking, good to see increasing it. ■This is a nice location for a picnic table, near the forest and the stream. ■This trail should continue all the way to summit w/i the trees, or better, slightly further to the hydrant. Beyond that the slope is likely too steep. ■Using this as a demonstration of restoration principles would be great! Is there a way to let people interact with the stream that isn't in conflict with the restoration? ■Wetland appreciation window What I Don’t Like ■Amount of parking ■Lawn ■Appropriate access 0 20 40 60 80 100 I think this feature should be moved elsewhere in the park I don't think this feature should be in this park Number of Responses What I Don't Like: Detail What I Don’t Like: Feature What I Don’t Like: Location What I Don’t Like: Comments ■This trail should not exist. It is a corridor used by wildlife, and will not be available to them if people or vehicles are on it. Please remove. I am most strongly against this feature. ■Access to the other side of the waterway should not be allowed. This is the entrance to a corridor animals use, and should be preserved for them. There are plenty of trails for people on the other side of the park. ■Again, why are gathering areas being place so close to where wildlife have heavy usage? Don't develop where the deer and redtail hawk hang out. No gathering areas over here. Move them elsewhere in the park, far, far way from here. ■Almost half the usable land in this park area is consumed by the parking lot and paved trails. This is too much. ■An irrigated lawn is not appropriate for a nature park and it is not sustainable to be watering and irrigating lawn grass. ■Bus stop I don't think is necessary as there is one up street ■Concrete paving is not appropriate in a rustic park. ■Did you know that there is a dead snag tree located right here that the Red Tail Hawk perches at all the time? I do, because I am a nature park user. I say no foot traffic here where the redtail hangs out. ■Do not create a path to attach to the path on the upper hill. ■Don't think this extra parking needed this should be a walk up park and a few parking spaces it is not the size of Westland so parking should not be equal in lot ■I am not in favor of this bridge or trailhead. I see no purpose for it. The slope is too steep and it is dense forest. Why bother it? There is a small nature park across the street. Go there if you want a loop. Not everyone needs a loop. An out and back can accomplish the same thing. Not sure why City is so determined to have a loop at our beloved nature park. People can walk out and back and do it everyday. What I Don’t Like: Comments ■I am not sure that we need lawn. That means irrigation, mowing, fertilizer, etc. Rarely, if ever, do you see lawn at any of Metro's parks. Why not just put native plants, rocks and bark chips? ■I am very concerned about the safety of equestrian riders at the Lake Oswego Hunt Club. Horses tend to be frightened when they hear noise, or they see unexpected things/people. When they are in that state, the safety of the rider is in jeopardy. ■I don't think there's enough parking as is, expand parking early on :) ■I question if this large shelter is even needed. I would also like it moved to the east, towards the bathroom on the far side ■I would move this picnic area over to the irrigated lawn area because of the impact noise will have on the wildlife in the pond and the deer and redtail hawk which I keep mentioning that use this area. ■I'd put the restrooms closer to the bike path and include a drinking fountain for riders on the trail. Having it where it is would require people to drag their bikes up into the park ■If there is already a regional trail, why do we even need this trail? Makes no sense to me to cut through the forest for this trail. ■If this is a bench, it should not be located here. Put one closer to the bathrooms so parents can sit while their children use the restrooms. This is extremely close to where the redtail hawk perches--my vote is no development anywhere near that area. ■Irrigated lawn is not earth-friendly, and doesn't fit within a nature park. Why are we introducing invasive species and pesticides into this area at all? ■Irrigated lawn no. Natural landscape/lawn. ■No left turn at the footbridge. We don't need a steep path going uphill when people and animals already fall off steep slopes. ■Safety concerns. These areas should be visible from the street. Otherwise, with a covered shelter and enclosed bathrooms, the buffer could encourage illegal behaviors in the park. ■Safety hazards. What I Don’t Like: Comments ■Should be gravel or soft surface, not a paved sidewalk. Not appropriate in a nature area. ■The effect of this large deck with a bench will probably be to frighten away the herons, widgeons, teal and other shy birds that use this pond. ■The nature climb area might be okay, or might be a weak element if too small or token. How bout a rock climbing wall or something more substantial. ■The plan is missing a dedicated one-way mountain bike trail. Please add it. ■This concrete paved path should be smaller and shifted to the south towards the road. There needs to be more of a buffer for wildlife. It is smack dab in what used to be the tall grassy area that the deer would lay down in. Can't we just make this wood chips and tie in more with the nature park that it is? Why all this development. Makes no sense to me. Will Springbrook paths be paved next? ■This feature isn't appropriate in a place where the focus is on nature rather than human activities. ■This giant deck is not what we had in mind when we requested a boardwalk. It is an invitation for many people to gather, and possibly picnic, on the edge of the pond, frightening away sensitive waterfowl. This is not the quiet experience of nature offered by a boardwalk that winds descretely through a wetland like those at Camassia Preserve, Lost Lake, and Trillium Lake. ■this is currently a natural area, no need for another artificial lawn in lake O. ■This should be down-scaled and pulled back from the water's edge. Now, there is a huge buffer at water's edge, let's keep that. I would like to see this much smaller, less obtrusive. It will get slick when wet. ■This should be gravel or another permeable surface. We don't need paved areas within a nature park. ■This wide planting area makes it hard to see the restroom from the road, a security concern, and it pushes the whole parking area deeper into the park, reducing the recreational area. ■too much development, the natural space in tryon creek is small enough. ■Whoa! Way too much parking. This was supposed to be a nature area. ■Why is it necessary to have a pedestrian sidewalk running parallel to the Regional Trail and the parking lot. Essentially 3 paved areas eating up half the natural area of the park. Too much! Questions ■Can you identify what aspect of nature play these concentric circles are? ■Can we have more information about this trail? Many of us have major concerns about how to minimize the negative impact on the environment. How will this connecting trail be designed to minimize impact on native plants, wildlife and erosion? What restrictions will there be on its use? Can horses or cyclists use it? ■Can you be more specific on the design of this area? It is too bad the Nature Play Area isn't near the stream where children could possibly wade. ■Cost for parking ■Could the restrooms with drinking fountain go here instead? ■i don't know where on iron mountain this is located. ■i dont know where the trail goes ■I like the idea of a climbing area. Climbers call it bouldering, low altitude natural rock for practice. ■I would like clarification on the boulders: will there be a pile for climbing on? ■Is the Lake Oswego Hunt Club on the other side of the pond/ property line? ■Is there going to be any intrepretive signage about geology/biology/history of the park? ■Is this area also native meadow or shrubs? ■Just would like to see the planting palette for this area especially for trees. ■Overall, I'm pretty impressed, and I have been exploring that area and running past it for a long time. Highlight (and contain) the wetlands. A better connection to the high trail would be nice. People should be encouraged to hike and explore the higher part of the park from here. ■Specifically, you are using the boardwalk to overlook property (wetlands) that are not owned by the city? ■This seems far too small for all this pavement. Better to remove the pavement and make a smaller parking area without solid surface sidewalks. But if they have to stay, this stormwater area needs to be bigger. ■This site makes it very difficult to see the plan...unless you click on one of the options to make a comment, you can't see the whole plan. Hard to make a reasonable comment if I don't know what I'm seeing. ■What can be done to make this park appropriate for older kids (tweens and teens), too? Questions ■What does this blue rectangle represent? ■What is going to be located here? I assume the black line in the middle means something. ■What is the purpose of the buffer on the map? Normally a buffer is an area between development and a protected area. Why is there so much development within the buffer? Personally, I would like to see ALL development for this park within the buffer. That means down scaling this drawing significantly, which I think is a good thing. ■What will distinguish the "plaza"? Will this be a *place* or just a wide spot between parking and park? ■Why does the Regional Trail extend so far into the park? This increases the impact of traffic on the natural area. ■Why doesn't the boardwalk wind through the wetland? This is what most people expect of a wetland board walk. ■Why doesn't the boardwalk wind through this part of the wetland? ■Why is this bridge so large? The stream is very small. ■Why not just put all the picnic tables over in this area, together, away from the wildlife and near the bathrooms? ■Why not leave this a native meadow also and use this as a public gathering area with all the picnic tables on this far side of the park ■Will horses be allowed on the trails/ in the park? ■Will this be screened? Birds in the water and wildlife need some protection from dogs. ■Will this trail be suitable for the horses? ■Will this trail connect at some point to the upper traverse trail? Route? ■Will we have welcoming park signage and also inviting words of respect for this environment? ■Will you have a fire pit or options for outdoor cooking? ■Would like to know thoughts about having wood/timber capable of being moved: pros and cons. IRON MOUNTAIN PARK CONCEPTUAL PLAN Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 1 Planning Advisory Committee Meeting #5 Summary December 28, 2016 | 6:00 pm to 8:00 pm Santiam Room, Palisades Building, 1500 Greentree Road, City of Lake Oswego, OR The Public Advisory Committee (PAC) met for the final time on December 28th to review the second online survey results, and to provide comments on the Draft Master Plan Narrative and the Park Conceptual Plan. The intent of this meeting was to solicit feedback for the narrative and concept plan, to allow for finalizing both in anticipation of creating documentation suitable for submission to Lake Oswego’s Land Use Approval process. Four PAC members attended this meeting along with Jeff Munro of LOPR and Mike O’Brien of ESA. The meeting was originally scheduled on December 14th but safety concerns over weather necessitated it to be rescheduled. Due to the small size of the group the discussion was relatively loose and informal. A list of attendees and other meeting materials are included at the end of this memo. Mike O’Brien shared a PowerPoint presentation created by MIG that summarized the results from the second online outreach exercise. Nearly 130 respondents participated in the online exercise. Nearly 80% (103 respondents) of the people who participated in the online exercise live in Lake Oswego and 25% of respondents regularly visit the park. 31% of respondents live in one of the surrounding neighborhoods. The PAC felt that the comments received during the online outreach were very similar to previous outreach efforts. Some of the key points brought up during the discussion are summarized below: Hunt Club Improvements: There are potential Hunt Club access improvements being considered along the Iron Mountain Boulevard Right-of-Way. It was asked that as the design for Iron Mountain Park moves forward that the designers coordinate with Hunt Club to integrate the aesthetics of each properties approach relating to materials and landscape along the ROW. Endangered Species: It was asked if introducing endangered species (e.g. western pond turtle) into the restoration efforts would increase the mitigation value. Mike O’Brien did not know, but would verify and advise. UPDATE: Introduction of endangered species is not recognized by permitting agencies as a path for mitigation of impacts. It could, however, help enhance the resource and provide for an interesting story to tell about the development of park amenities. Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 2 Signage: There was a request to include a site map within the park showing locations of amenities and trails in the area. Interpretive signage relating to Hunt Club history was also proposed. Other members of the PAC asked that the iron history of LO and the site be included. Fire Safety: BBQ grills or fire pits were brought up. PAC members and LOPR all agreed that the danger of fire in the forested slope was too high to allow for any fire in the park. Wildlife Impacts: The PAC asked that ESA provide language in the narrative that addresses the impacts to the existing fauna near the proposed improvements. Restrooms: ESA confirmed that the intent is for 2 single stall restrooms only. The PAC would like to see the restrooms and the shelter to be in closer proximity to each other. CPTED: The PAC asked that ESA include language about how Community Policing Through Environmental Design (CPTED) principles were applied to the design of this park. Fertilizer: The question of lawn maintenance and use of fertilizers was brought up. PAC members were assured by LOPR that any fertilizer used would be natural. Language in the narrative should reflect this as a requirement. Nature Play: The PAC asked questions about the nature play portion of the design. ESA gave a brief rundown of the basic principles and some of the possible elements that could be used. The PAC recommended that the Arts Council of Lake Oswego could be involved in any continuing design and development of the nature play area. A OAC member suggested that a rain gauge in the nature play are would be interesting and educational. Trails: The PAC asked that the narrative have more mention of the Metro Regional trail and how it is to be funded. They also desired more information about how to decommission the rogue trail to the east. A question was also asked about trail use and what will be allowed. ESA said that due to the nature of routing a trail through the existing trees that it would necessitate that it be a narrow, soft-surface trail. This would most likely limit its safe use to foot traffic only. Boardwalk: The PAC wanted to discuss the boardwalk shown on the concept plan. One member felt that it was too wide (looked like a “dock”) and wasn’t long enough. After discussion it was agreed that making it narrower and having more extensive reach would be preferred. ESA sketched an alternative on the plan and the PAC agreed on the general layout. Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 3 “Next Steps” in Narrative: Add language in the Next Steps section relating to providing for a safe street crossing at the Campbell Native Garden. The PAC also asked for a timeline of the next phases of the project is included in the narrative. It was discussed that this be described in the amount of weeks to accomplish each task (Master Plan, Schematic Design, Design Development, Construction Documents, Permitting, and Construction would be the phases that apply). List of attendees (PAC #3 Meeting) 1.Mike Buck 2.Susanna Kuo 3.John LaMotte 4.Jeff Munro 5.Julia Wood 6.Mike O’Brien, ESA Iron Mountain Park Conceptual Plan Project Advisory Committee Meeting #4 Summary 4 Figure 1: Iron Mountain Park Conceptual Plan 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us TO: Kent Studebaker, Mayor Members of the City Council FROM: Jordan Wheeler, Deputy City Manager City Manager’s Office SUBJECT: Resolution 17-48, Consent to Indirect Transfer of Control of Astound Broadband LLC, d/b/a Wave DATE: July 7, 2017 MEETING DATE: July 18, 2017 ACTION Consent to the indirect transfer of control of Astound Broadband, LLC, to Radiate Holdco, LLC. SUGGESTED MOTION Move to adopt Resolution 17-48. INTRODUCTION/BACKGROUND Astound Broadband LLC d/b/a Wave was granted a nonexclusive telecommunications franchise with the City of Lake Oswego in 2015 for a period of 10 years. Wave provides wholesale fiber, cellular backhaul, and internet access services to businesses. On June 16, 2017, the City received notice that Radiate HoldCo, LLC, entered into an agreement to acquire Wave Holdco, LLC, the parent company of Astound Broadband. The franchise will still be held by Astound Broadband, LLC, only the indirect control of the franchisee will change. Under the Franchise Agreement, the City Council must grant consent when ownership or control of the interest in a franchise changes. RECOMMENDATION Staff recommends the City Council grant consent to the transfer of indirect control of Astound Broadband, LLC to Radiate Holdco, LLC. 9.4 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us ATTACHMENTS 1. Resolution 17-48 2. Cover Letter - Notice of Transfer of Control of Astound Broadband LLC Resolution 17-48 Page 1 of 2 RESOLUTION 17-48 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE OSWEGO CONSENTING TO THE INDIRECT TRANSFER OF CONTROL OF ASTOUND BROADBAND LLC, AS PROVIDED UNDER THE NON-EXCLUSIVE TELECOMMUNICATIONS FRANCHISE. WHEREAS, Astound Broadband LLC d/b/a Wave is the “Franchisee” under a nonexclusive telecommunications services franchise agreement granted by the City in 2015 for a period of 10 years under Ordinance 2693; and WHEREAS, the Franchisee is a wholly-owned subsidiary of WaveDivision Holdings, LLC, which is a subsidiary of Wave HoldCo, LLC.; and WHEREAS, the City received notice that Radiate HoldCo, LLC, which is controlled by Radiate Holdings, L.P, has entered into an agreement to acquire Wave HoldCo, LLC (the “Transaction”); and WHEREAS, Astound Broadband, LLC will continue to be the Franchisee, and reports that the indirect transfer of control of Astound Broadband LLC at the parent company level will have no impact upon performance of its obligations under the franchise; and WHEREAS, Section 19 of the franchise agreement provides, in part, that ownership or control of a majority interest in the franchise granted, or to the telecommunications system constructed under the authority of the franchise may not, directly or indirectly, be transferred, assigned, or disposed of by sale, lease, merger or consolidation, or other act of the grantee, by operation of law or otherwise, without the prior consent of the City; and WHEREAS, the City is willing to grant its consent to the change in control as provided under the franchise agreement. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Lake Oswego that: Section 1. The City Council of the City of Lake Oswego consents to the indirect transfer of control of the Franchisee through the Transaction described in the recitals to this Resolution. Section X. Effective Date. This Resolution shall take effect upon passage. Considered and enacted at the regular meeting of the City Council of the City of Lake Oswego on the 18th day of July, 2017. AYES: NOES: EXCUSED: ATTACHMENT 1 Resolution 17-48 Page 2 of 2 ABSTAIN: ___________________________________ Kent Studebaker, Mayor ATTEST: ___________________________________ Anne-Marie Simpson, City Recorder APPROVED AS TO FORM: ________________________________ David D. Powell, City Attorney ATTACHMENT 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us TO: Kent Studebaker, Mayor Members of the City Council FROM: David Powell, City Attorney SUBJECT: Resolution 17-50, Authorizing an Amendment to the Community Development Block Grant (CDBG) Intergovernmental Agreement with Clackamas County to Add a Federally-Required Provision Restricting Transfer and Exchange of CDBG Funds DATE: July 7, 2017 ACTION Adopt Resolution 17-50 authorizing an amendment to the Community Development Block Grant intergovernmental agreement with Clackamas County to add a federally-required provision restricting transfer and exchange of grant funds. SUGGESTED MOTION Move to adopt Resolution 17-50. DISCUSSION In 1993, the City and Clackamas County entered into an intergovernmental agreement (IGA) that allows the County to apply for Community Development Block Grant (CDBG) funds using population data that includes Lake Oswego residents (Attachment 3). Entering into such agreements with Lake Oswego and other cities allows the County to qualify as an “urban county” for purposes of grant eligibility. The IGA is automatically renewed every three years, unless one of the parties opts out. As mentioned in the May 30, 2017, letter from the County Community Development Division (Attachment 2), the federal Department of Housing and Urban Development (HUD) is requiring the County to amend all of its CDBG IGAs to include certain language that prohibits cities from transferring CDBG funds to another entity in exchange for other funds or non-federal 9.5 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us considerations, rather than using the funds for eligible activities. (See Exhibit A to Resolution 17-50, Attachment 1). Attached Resolution 17-50 authorizes the Mayor to sign an amendment to the IGA adding the required provision. RECOMMENDATION Adopt resolution 17-50 authorizing the Mayor to sign the federally-required amendment to the Community Development Block Grant IGA with Clackamas County. ATTACHMENTS 1. Resolution 17-50 • Exhibit A – Amendment to the 1993 Community Development Block Grant IGA 2. May 30, 2017, Letter from Clackamas County Community Development Division 3. 1993 Intergovernmental Agreement with Clackamas County relating to CDBG funds RESOLUTION 17-50 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE OSWEGO AUTHORIZING AN AMENDMENT TO THE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) INTERGOVERNMENTAL AGREEMENT WITH CLACKAMAS COUNTY TO ADD A PROVISION REQUIRED BY THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT RELATING TO THE TRANSFER AND EXCHANGE OF CDBG FUNDS WHEREAS, in 1993 the City of Lake Oswego and Clackamas County entered into an intergovernmental agreement allowing Clackamas County to apply for Community Development Block Grant (CDBG) funds using population data that includes Lake Oswego residents (the “IGA”); and WHEREAS, the federal Department of Housing and Urban Development (HUD) has recently required Clackamas County to amend all such IGAs to include a provision that prohibits sale, trade or transfer of CDBG funds to another entity in exchange for any other funds, credits or non- federal considerations; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Lake Oswego that: Section 1. The Mayor is authorized to sign an amendment to the 1993 Community Development Block Grant intergovernmental agreement with Clackamas County, substantially in the form attached as Exhibit A. Section 2. Effective Date. This Resolution shall take effect upon adoption. Adopted at the regular meeting of the City Council of the City of Lake Oswego on the 18th day of July, 2017. AYES: NOES: EXCUSED: ABSTAIN: ___________________________________ Kent Studebaker, Mayor ATTEST: ___________________________________ Anne-Marie Simpson, City Recorder APPROVED AS TO FORM: ________________________________ David Powell, City Attorney ATTACHMENT 1 Intergovernmental Agreement Amendment No. 1 Page 1 of 2 AMENDMENT TO INTERGOVERNMENTAL AGREEMENT BETWEEN CLACKAMAS COUNTY DEPARTMENT OF HEALTH, HOUSING AND HUMAN SERVICES COMMUNITY DEVELOPMENT DIVISION COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM AND THE CITY OF LAKE OSWEGO Amendment Requested by: Clackamas County Changes: ( ) Scope of Work ( ) Contract Budget ( ) Contract Time (X) Other Justification for Amendment No.1: An agreement was signed in 1993 between Clackamas County (COUNTY) and the City of Lake Oswego (CITY) for the cooperation of units of local government under the authority of ORS 190.010 for the purpose of establishing an urban county to qualify for federal Community Development Block Grant (CDBG) and HOME low- income housing grant funds (Agreement). The Department of Housing and Urban Development has added to the minimum provisions which must be included within any intergovernmental agreement into which local governments enter to qualify for urban county eligibility. The 1993 Agreement is automatically renewed every 3 years and has a provision for amendments. The underlined text listed below is added to the Agreement. No County General funds are involved in this Agreement. EXHIBIT A TO RESOLUTION 17-50 Intergovernmental Agreement Amendment No. 1 Page 2 of 2 The 1993 Agreement is amended to add a new Section 14 which reads: 14. The City may not sell, trade, or otherwise transfer all or any portion of such funds to another such metropolitan city, urban county, unit of general local government, or Indian tribe, or insular area that directly or indirectly receives CDBG funds in exchange for any other funds, credits or non-Federal considerations, but must use such funds for activities eligible under title I of the Act. ______________________________________________________________________________ CITY OF LAKE OSWEGO CLACKAMAS COUNTY Chair Jim Bernard Commissioner Sonya Fischer Commissioner Ken Humberston Commissioner Paul Savas Commissioner Martha Schrader Signing on Behalf of the Board. City Manager/Administrator Richard Swift, Director Health, Housing & Human Services Department Date Date In our opinion, the terms and provisions of this Intergovernmental Agreement are fully authorized under State and local law, and the agreement provides full legal authority for the COUNTY. Reviewed as to Form: _________________________________ Chris Storey, County Counsel __________________________________ Date ATTACHMENT 2 ATTACHMENT 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor Members of the City Council FROM: Sarah Selden, Senior Planner SUBJECT: NEIGHBORHOOD ENHANCEMENT PROGRAM GRANT AWARDS DATE: July 7, 2017 MEETING DATE: July 18, 2017 SUGGESTED MOTION Move to approve the 2017-2018 Neighborhood Enhancement Program (NEP) grants as recommended by the Grant Review Committee in Attachment 1. INTRODUCTION/BACKGROUND The purpose of the NEP is to provide funding for neighborhood-initiated projects that provide a public benefit to the neighborhood or community. Since the program began in 1998, fourteen grant cycles have funded approximately $540,000 in neighborhood enhancement projects throughout the city. DISCUSSION The allocated NEP budget for the 2017-2018 fiscal year is $60,000. Thirteen applications were submitted during the 2017-2018 NEP grant cycle, all from City-recognized neighborhood associations. The total amount requested was $63,204, with applications ranging from $300, to $18,500 for a joint proposal from three neighborhoods. The review committee recommends full or partially funding for all proposals. The total recommended award is $59,998. A seven member Neighborhood Enhancement Grant Review Committee considered the applications and has made a recommendation to the Council. This year’s committee members included City Councilor Jackie Manz, Budget Committee member Dave Beckett, Planning Commissioner Skip Baker, and Neighborhood Association representative Craig Stephens (Old Town NA Chair). The committee also included City staff from Public Works (Jim Bateman, Street & Surface Water Superintendent), the Emergency Management Team (Megan Phelan, Assistant City Manager), and Planning (Sarah Selden, Neighborhood Planner and NEP coordinator). 12.1 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city A summary of the grant proposals and the committee’s recommendation is provided in Attachment 1. In two cases, the grant review committee made recommendations for partial funding of projects, because the proposal was not consistent with the program criteria or not best funded through the NEP program. In some cases, the committee recommendation also includes conditions of award approval, or additional considerations for the project. A full copy of the submitted grant proposals is included as Attachment 3, and can be found at http://www.ci.oswego.or.us/planning/neighborhood-enhancement-program). Grant Criteria The following criteria provide direction for applicants and the Council on the intent of the program, while allowing flexibility to implement creative and valuable projects across Lake Oswego’s neighborhoods. • Provide a public benefit to the Lake Oswego community. Projects providing neighborhood benefit and applied for by City-recognized neighborhood associations will receive funding priority over homeowners associations and other groups. • Have neighborhood/community support. • For physical improvements, be located on public land. • Be designed for no/very low maintenance. • Not fund ongoing annual expenses of the organization (funds may be used to initiate an ongoing program or fill a temporary funding gap, but should not be used to support ongoing annual expenses). • For emergency preparedness projects, funds should generally provide shared resources to the neighborhood or community, rather than fund individual preparedness items. • For neighborhood parties, picnics and other social events, NEP funding is generally limited to $300. The grant criteria also note that priority may be given to neighborhoods that have not previously received a grant and/or that leverage matching funds or in-kind contributions. More information can be found in the NEP Program Guide (Attachment 2). Emergency Preparedness Projects Over the last two grant cycles, the City has clarified NEP guidelines for neighborhood emergency preparedness projects. Last year, the Council gave support for the Grant Review Committee’s recommendation to develop a standardized list of block captain supplies that could be purchased through the NEP program, with a requirement for associated training. The community group Prep LO developed a supply list and formula for determining the supply quantity, and had the list reviewed and approved by members of the City’s Emergency Management Team. This supply list was used in four neighborhood NEP proposals. Along with the supply list, a Team Captain Equipment Agreement was developed for captains to understand their responsibilities; this includes including storing supplies in an accessible location, and returning equipment to the neighborhood association if no longer serving as a Page 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city team captain. This year’s Grant Review Committee also recommends working with Prep LO on an annual meeting for neighborhoods to report back on their training activities. These components are intended to help with information exchange amongst neighborhoods, to ensure accountability, and to strengthen community preparedness. RECOMMENDATION Approve the 2017-2018 Neighborhood Enhancement Program grants as recommended by the Grant Review Committee in Attachment 1. ATTACHMENTS 1. Summary of Grant Proposals and Committee Recommendations 2. Neighborhood Enhancement Program Guide 3. Copy of Grant Proposals (Please see: https://www.ci.oswego.or.us/planning/neighborhood-enhancement-program) 2017-2018 Neighborhood Enhancement Proposals and Review Committee Recommendations Neighborhood Association Proposal Amount Requested Amount Recommended Comments, Conditions, and Recommendation 1. Bryant Landscaping around two existing neighborhood signs, located at intersections of Bryant and Lakeview Blvd., and Bryant Road and Jean Road. $300 $300 Full funding recommended. The committee felt this proposal met the criteria of public benefit and neighborhood enhancement by beautifying the sign areas and showing pride and investment in the neighborhood. The proposal is for low, drought-tolerant plants, and the NA will submit their planting plan to Public Works for review and approval prior to planting. The NA will be responsible for ongoing maintenance of the plants. 2. Evergreen Purchase of Origami #3-Totem sculpture, currently on loan from artist and sited in front of Kyra's Bake Shop as part of Gallery Without Walls rotating collection. The new permanent location for the sculpture would be the east side of 10th Avenue, just south of A Avenue (across from the Heritage House). $ 10,000 $10,000 Full funding recommended. The committee felt this proposal met the criteria of public benefit and neighborhood enhancement by extending the city’s permanent outdoor art collection along one of the city’s key corridors, and marking the entrance to the neighborhood. The sculpture would be donated by the neighborhood to the Arts Council for ongoing maintenance and insurance, and inclusion in the Gallery Without Walls walking tours. The neighborhood association is contributing $3,000 in additional funds to complete the project. 3. First Addition/ Forest Hills Meet and mingle event at Fall annual meeting, and “Festive Front Porches” holiday decorating contest. $450 $450 Full funding recommended. The committee recommends funding this project consistent with the program intent to implement neighborhood and community goals, build community pride, leverage volunteer efforts, and create partnerships. ATTACHMENT 1 2 2017-2018 Neighborhood Enhancement Proposals and Review Committee Recommendations Neighborhood Association Proposal Amount Requested Amount Recommended Comments, Conditions, and Recommendation 4. Forest Highlands Neighborhood emergency preparedness event, and supplies for block captains $5,120 $4,220* Partial funding recommended. The committee recommends full funding for the emergency preparedness supplies for block captains, and partial funding for the event. The requested emergency preparedness supplies follow the standardized list developed for the NEP program and approved by the City’s Emergency Management Team. The award includes one supply cost adjustment, applicable to all NEP requests for emergency preparedness supplies. $1,000 was requested for a neighborhood event to raise awareness about emergency preparedness, and to recruit additional block captains. The event costs did not identify speaker fees or training materials, but focus on event refreshments. While the event purpose goes beyond a social gathering, the committee felt the event costs mirrored that of a social event, and were not consistent with the Council’s prior direction to limit funding for such activities. $300 is recommended for the event, consistent with the NEP criteria for social events. * Reflects $200 reduction to reflect correction on supply list 5. Hallinan Heights 1. Rehab of school bus shelter at Hallinan and Laurel 2. Timber stairs in unimproved O'Brien Street ROW, between Laurel and Ash 3. Noxious weed spraying in public ROW 4. Neighborhood Picnic 1. $4,700 2. $3,000 3. $2,000 4. $300 $10,000 $8,000 Partial funding recommended. The committee recommends funding projects 1, 2, and 4, but not funding project 3. For project #2, the committee recommends exploring a gravel or wood chip pathway instead of stairs. Public Works staff advised that the proposed type of stairs, composed of large timbers backfilled with gravel, can become hazardous when the gravel erodes. A path would also provide the same treatment as the north end of the unimproved ROW. Attachment 1 ATTACHMENT 1 3 2017-2018 Neighborhood Enhancement Proposals and Review Committee Recommendations Neighborhood Association Proposal Amount Requested Amount Recommended Comments, Conditions, and Recommendation Hallinan, cont. For project #3, treatment of invasive plants on City property has been increasingly requested as part of the NEP program, however, effective management requires treatment for three consecutive years, and poses a challenge for NEP funding. The committee recommended that Council have a broader discussion about funding for invasive management, rather than fund this work through the NEP program. 6. Lake Forest Supplies for four emergency response team captains, which lead 22 CERT-trained residents. $4,316 $4,116* Full funding recommended. The committee supports funding for the completion of Team Captain Supply Kits, which were partially funded through the 2016-2017 NEP grant cycle. In the last three years, the Lake Forest NA has created a strong emergency preparedness program, which includes quarterly training sessions for response team captains. The requested supplies follow the standardized list developed for the NEP program. * Includes $200 reduction to reflect correction on supply list 7. Lake Grove, Lake Forest and Waluga Three public art installations for Boones Ferry Road Project, to be located at expanded sidewalk areas ("Waysides"). Funds requested for design refinement and fabrication; artwork to be stored and installed upon roadway completion. $18,750 $18,750 Full funding recommended. The committee recommends funding this collaborative effort to enhance the aesthetics and sense of place with the Boones Ferry Road Project. Integration of public art along Boones Ferry was conceptualized in the Arts Council’s Public Art Master Plan, and has been part of the ongoing design work of the Boones Ferry Road PAC . The Committee recognized the need for alternative funding for the public art component of Boones Ferry Road, because the City’s Percent for Art Program does not apply to street, pathway or utility construction (LOC Chapter 18). The NEP program establishes a general guideline of $10,000 per neighborhood, and allows multiple neighborhoods to collaborate on larger projects. ATTACHMENT 1 4 2017-2018 Neighborhood Enhancement Proposals and Review Committee Recommendations Neighborhood Association Proposal Amount Requested Amount Recommended Comments, Conditions, and Recommendation 8. Lakewood Walkie talkies for 30 block captains assigned to neighborhood sub-areas. $1,250 Up to $1,334 Full funding recommended: The committee recommends full funding for this emergency preparedness project, with approval of additional funds for radios with a non-rechargeable battery option, needed when electricity is not available. The two-way radios recommended on the Prep LO list have this functionality with the addition of a AAA battery pack, and would cost $1,334 for an equivalent number of radios. 9. McVey -South Shore Upgrade of planned replacement fence in South Shore right-of-way. $4,600 $4,600 Full funding recommended. The committee supported this request to pay the additional cost for an ornamental black metal fence rather than replacing the damaged wooden fence with chain link. The ornamental fence will visually enhance South Shore Blvd., be low- maintenance and replaceable in sections should it be hit again in the future. This grant proposal has been coordinated by Public Works and would be implemented by the City. 10. Old Town Poetry etched into three sidewalk panels along Durham street, selected through a poetry competition. $2,500 $2,500 Full funding recommended. The committee supported this project with conditions: 1) The neighborhood association will obtain a sample etching to test the quality and ensure the depth of etching complies with ADA requirements, and 2) The neighborhood association will notify the abutting property owners of liability for the sidewalk area and obtain their approval. This project has support of the Arts Council and implementation would be coordinated with the Council. ATTACHMENT 1 5 2017-2018 Neighborhood Enhancement Proposals and Review Committee Recommendations Neighborhood Association Proposal Amount Requested Amount Recommended Comments, Conditions, and Recommendation 11. Uplands Emergency preparedness supplies for block captains, and central storage for supplies. $4,758 $4,558* Full funding recommended with conditions. The committee supports providing emergency supplies in a central, accessible location, on the condition that an appropriate site can be approved by the land owner, ideally at Uplands School. One of the questions and concerns around providing emergency preparedness supplies to neighborhoods has been the ability to access the supplies, and to hold them as a shared resource rather than in individual homes. The idea to place supplies in an accessible storage container addresses that problem, and Public Works has offered to donate a used shipping container following the completion of the Maintenance Center. A neighborhood event is planned to demonstrate the supplies and share emergency response information. * Includes $200 reduction to reflect correction on supply list 12. Waluga Landscape beautification of crosswalk entrance to East Waluga Park (at Quarry Road). Refreshments for annual summer picnic, park beautification work party, and annual meeting ($200). $800 $800 Full funding recommended. The committee supports improving this park entrance area through a collaborative effort of neighborhood volunteers and Parks Maintenance staff. The project has been coordinated with Parks staff, who note the neighborhood’s ongoing commitment to helping maintain the park, including watering other landscaped areas completed with NEP funds. The refreshments fall within the $300 limit for social events. ATTACHMENT 1 6 2017-2018 Neighborhood Enhancement Proposals and Review Committee Recommendations Neighborhood Association Proposal Amount Requested Amount Recommended Comments, Conditions, and Recommendation 13. Westridge Neighborhood Picnic $300 $300 Full funding recommended. The committee supports this community-building event, with NEP funds contributing to the neighborhood potluck. The neighborhood association plans to collect donations, which will be used to fund the picnic next year. Amount Available $60,000 Total Amount Requested $63,204 Total Amount Recommended $59,998 Amount Remaining $2.00 ATTACHMENT 1 PLANNING AND BUILDING SERVICES Neighborhood Enhancement Program Guide 2017-2018 What is the Neighborhood Enhancement Program? The Neighborhood Enhancement Program (NEP) supports partnerships between the City of Lake Oswego and its neighborhoods by providing grants for projects or programs that provide a community benefit. Through a competitive application process, the City Council awards grants to qualifying organizations for specific projects or programs that can be implemented within a one-year time frame and provide a public benefit to the Lake Oswego community. Grant Criteria Qualifying projects must: 1.Provide a public benefit to the Lake Oswego community. Projects providing neighborhood benefit and applied for by City-recognized neighborhood associations will receive funding priority over homeowners associations and other groups. 2.Have neighborhood/community support. 3.For physical improvements, be located on public land. 4.Be designed for no/very low maintenance. 5.Not fund ongoing annual expenses of the organization (funds may be used to initiate an ongoing program or fill a temporary funding gap, but should not be used to support ongoing annual expenses). 6.For emergency preparedness projects, funds should generally provide shared resources to the neighborhood or community, rather than fund individual preparedness items. 7.For neighborhood parties, picnics and other social events, NEP funding is generally limited to $300. 8.Be able to submit invoices for all project costs by June 30, 2018, and submit a project report by August 30, 2018. Qualifying projects in neighborhoods that have not previously received a grant may receive priority over neighborhoods that have received past NEP awards. Projects that leverage matching funds or in-kind contributions may also be prioritized. ATTACHMENT 2 Page 2 of 5 2017-2018 Neighborhood Enhancement Program Guide Available Funds The City’s proposed funding for the Neighborhood Enhancement Program is projected at $60,000 for the 2017-18 fiscal year. The City Council will adopt the 2017-2018 fiscal year budget in May-June. Grant awards will generally be limited to $10,000 per neighborhood, however, larger project amounts will be considered. Neighborhood associations/community organizations may partner with one another to combine grant funds and apply for a larger project (two groups: $20,000). Who Can Apply? Eligible grant recipients include:  City-recognized neighborhood associations (NA)  Homeowners associations (HOAs)  Community groups that are based in and serve the Lake Oswego community o Community Groups and HOAs and located within a City-recognized neighborhood association must have sponsorship from the neighborhood association where the project is located. Groups requesting neighborhood association sponsorship should contact the association with a 30-day request for consideration, and NA board approval must be submitted with the application. Project implementation should also be coordinated with the NA as an opportunity to build community partnerships. Neighborhood association maps and contact lists can be found online at: http://www.ci.oswego.or.us/planning/neighborhood-associations Potential Projects Applicants must demonstrate that their project meets the grant criteria outlined on page one, with the goal of providing a benefit to the community. Within these parameters, the City welcomes creative project ideas that will implement neighborhood and community goals, build community pride, leverage volunteer efforts, and create partnerships. Groups that are interested in applying for a grant are required to review their project with the grant program coordinator prior to application submittal, and are strongly encouraged to contact the coordinator early in the process to discuss initial ideas. Following is a list of project ideas that have been implemented in past years and/or support the community benefit criteria. Applicants are not limited to these projects, but are encouraged to review the list for inspiration.  Small Capital Projects, such as playground improvements, park kiosks, outdoor benches, or streetlights. Page 3 of 5 2017-2018 Neighborhood Enhancement Program Guide • Public Art, such as purchase/installation of a sculpture for a prominent location in a neighborhood, as part of the City’s permanent art collection.  Wooden Neighborhood Signs, up to two per neighborhood, to strengthen neighborhood identity.  Emergency Preparedness, such as creating a neighborhood directory, or training neighborhood block representatives in emergency response. Emergency preparedness projects should generally be designed for neighborhood or community-wide benefit rather than providing preparedness supplies to individual households. Some individual items may be considered if paired with training or as an event tie-in.  Neighborhood Sustainability such as holding a recycling event for electronics, furniture, appliances, oversized plastic, etc.; or creating a community tool library.  Community Building projects such as events to build relationships, get more people involved in the neighborhood, help build partnerships between neighborhood organizations, or help underserved populations.  Invasive Plant Removal and New Plantings, such as removing ivy from trees in the public right-of-way, on park land, or common HOA dedicated open space, planting native plants, or planting new street trees (see staff for additional materials if proposing street trees). (The City has a separate grant program, administered by the Parks Department, for habitat enhancement associated with designated natural resource areas.) Steps in Developing a Project 1. Brainstorm project ideas. After carefully reviewing the grant application materials, think about the needs and goals of your association, your neighborhood, or the community. Make a list of potential project ideas. 2. Check in with the grant program coordinator. At this point, check in with the grant program coordinator and neighborhood planner, Sarah Selden, to discuss your ideas, whether they likely meet the criteria of the grant program, and to identify additional review and coordination that may be need by other City departments. 3. Obtain support for this idea from a City-recognized neighborhood association board. Present the idea and determine if there is support from the neighborhood association, before moving forward. This support must be documented in your application submittal. 4. Define the project scope. Think through the project goals and necessary follow-through. Make a timeline and list of activities needed to accomplish your project. Consider if there are members of your neighborhood group who can assist with relevant professional experience. City staff may also be able to offer advice, direct you to resources, or put you in touch with other community members who can advise you. 5. Determine resources needed. Develop a list of all the resources and funding needed at each step of the process. As you consult with City staff, you are likely to learn of some additional items that may be needed. Page 4 of 5 2017-2018 Neighborhood Enhancement Program Guide 6. Talk with the Neighborhood Planner/NEP Coordinator to discuss the project. A discussion with City staff is a pre-requisite to submitting an application. Staff can advise on the project’s scope, provide resources, and help to ensure the application will be complete. Other City departments may be involved depending on the project. 7. Obtain Bids. For goods purchased (e.g., bench) or service work (e.g., landscaping) that is more than $5,000 from a single vendor/contractor, the applicant should get three bids or provide justification for obtaining less than three bids. For professional services (e.g., graphic design), and other work amounting to $5,000 or less, the applicant is not required to obtain three bids, but is encouraged to get competitive bids. 8. Submit application. Applications are due May 1, so plan your neighborhood association meeting(s) to allow enough time for the required neighborhood association approval and City staff review. Pre-requisites 1. Applicant has a designated project coordinator. This person will be the designated contact for City staff, and will be responsible for submitting invoices for grant funds, and a brief summary of the grant result once the project is complete. 2. For neighborhood signs, the project is located on public land in a location approved by the City’s Public Works Department. 3. Applicant has reviewed the proposal with City staff prior to submitting the application. 4. A neighborhood association and/or HOA has provided a letter of support, to be submitted with the NEP application. Timeline February 17, 2017 Invitations to submit an application for the Neighborhood Enhancement Program May 1, 2017 Applications Due by 5:00 p.m. July 2017 City Council Awards Grants August 2017 – June 2018 Project Implementation June 30, 2018 Grant Completion Deadline August 31, 2018 Project Report Deadline Page 5 of 5 2017-2018 Neighborhood Enhancement Program Guide How Can A Neighborhood Association or Group Apply? Contact Sarah Selden at 503-697-6524 or sselden@lakeoswego.city for more information or to discuss your project ideas. Staff assistance is available as organizations plan their project and gather resources. After reviewing the Program Guide and talking with staff, fill out an Application Form and submit it by Monday, May 1, 2017. Neighborhood Enhancement Program Application Page 1 2017-2018 Neighborhood Enhancement Program 2017-2018 Grant Application PURPOSE: The purpose of the Neighborhood Enhancement Program (NEP) is to support partnerships between the City and neighborhoods by providing grants to qualified organizations for projects that provide a public benefit to the community. ELIGIBLE PROJECTS & FUNDING: Grants will be awarded to projects meeting the criteria outlined on p. 1 of the NEP Program Guide. Project ideas can be found on p. 2-3 of the Guide. The City’s projected funding for the Neighborhood Enhancement Program is $60,000 for the 2017-18 fiscal year. Grant awards will generally be limited to $10,000 per neighborhood. If your association is partnering with another association on a larger project, please note the partner organization/s under Requested Grant Amount and Neighborhood Association below. SECTION 1: APPLICATION SUMMARY AND CONTACT INFORMATION ORGANIZATION: Bryant Neighborhood Association PROJECT COORDINATOR: Victor Nelson NAME OF PROJECT: Neighborhood signs beautification TITLE IN ORGANIZATION: Co-Chair REQUESTED GRANT AMOUNT: $300 ADDRESS: 17424 Bryant Road, Lake Oswego, OR 97035 NEIGHBORHOOD ASSOCIATION: Bryant NA PHONE: 503-888-2575 Have you previously applied for a grant? If yes, year(s) requested. – Yes 2008 (Landscaping along Bryant Road Pathway) 2010 (2 Neighborhood signs 2011 (Community even associated with development of totem sculpture in front of fire station) EMAIL: Victorandwendinelson@gmail.com ATTACHMENT 3 Neighborhood Enhancement Program Application Page 2 2017-2018 SECTION 2: PROJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE Description: We would like to add low growing/drought resistance native vegetation to our neighborhood signs to improve their appearance and strengthen our neighborhood identity. Prior to planting we will have submit a planting plan/diagram of the signs to the City Public Works Department for reviewal and approval before we purchase the plants. Budget: Total Budget $300 Neighborhood sign enhancement – Native shrubs - $25 - $50/shrub (Example: beanpole) Native ground cover – $25 - $50/plant (Examples: Blue star juniper, crimson pygmy, moonshadow) Mulch organic blend – $7/bag – total of 4 bags (all quotes where from Seven Dees nursery located on McVey) Location: See Attachment. SECTION 3: CRITERIA Please provide a narrative describing how your project meets the criteria listed below. 1. The project will provide a public benefit to the Lake Oswego community. It has been many years since our neighborhood signs have been installed and we would like to further beautify them by adding native plants 2. The project has neighborhood/community support and committed volunteers for implementation. Yes, we have a project coordinator and an additional volunteer to help with the gathering of supplies and installation of the plants. 3. For physical improvements, be located on public land. N/A 4. The project is no or low-maintenance (and will be maintained by volunteers). Shrubs will continue to be maintained by the neighborhood association. 5. Not fund ongoing expenses. The plants/shrubs we have selected are low growing and drought tolerant. 6. For emergency preparedness projects, fund shared resources, rather than individual preparedness items. N/A 7. Parties, picnics and other social events are limited to $300 in grant funds N/A 8. The project can be completed and all invoices submitted by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. Fall 2017 Additional Considerations: 9. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program Application Page 3 2017-2018 Neighborhood Enhancement Program grant. Yes, we have received funds for the neighborhood signs, landscaping along Bryant Road pathway and for a community event in association with public art. 10. If applicable, describe matching funds or in-kind contributions. N/A SECTION 4: PREREQUISITES All items are required to be met prior to submittal. Please check off the items that have been satisfied.  A designated project coordinator has been assigned.  The NEP coordinator has reviewed the proposed project prior to the application being submitted.  A letter of support from the City-recognized neighborhood association has been submitted with the application.  Where applicable, contractor/vendor bids have been obtained to support requested funds. SECTION 5: SUBMITTAL CHECK LIST Please check off all items below that have been included as part of your application submittal. All documents should be reproducible on 8-1/2” x 11” paper. Incomplete applications will not be considered.  Completed Application (including the narrative addressing the criteria)  Letter of support for the project from the City-recognized neighborhood association  Contractor/vendor bids where applicable For physical improvements:  Map and Site Plan – showing existing features (vegetation, structures, etc.) and proposed improvements.  Photos – showing existing site For street trees:  Supplemental street tree application Paperless applications are encouraged! E-mail completed application materials to Sarah Selden at sselden@lakeoswego.city. Or, mail completed applications or drop them off at City Hall (380 A Ave, 3rd Flr. Planning Dept.): Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego Neighborhood Enhancement Program Application Page 4 2017-2018 PO Box 369 Lake Oswego, OR 97034 Questions? Contact Sarah Selden at 503-697-6524 or visit the City’s web site for more information at http://www.ci.oswego.or.us. Staff assistance is available as organizations plan their project and gather resources. APPLICATIONS DUE: Monday, May 1, 2017 by 5:00 p.m. Neighborhood Enhancement Program Application Page 5 2017-2018 Neighborhood Enhancement Program Application Page 6 2017-2018 Neighborhood Enhancement Program 2017-2018 Grant Application Evergreen Neighborhood Assn. SECTION 1: APPLICATION SUMMARY AND CONTACT INFORMATION Organization: Evergreen Neighborhood Association Name of Project: Purchase and installation of sculpture: "Origami #3 - Totem" by artist Ken Hall Requested Grant Amount: $10,000 Neighborhood Assn: Evergreen Have you previously applied for a grant? Yes, for other projects, in 2016, 2015, 2014, 2012, 2009 Project Coordinator: Pat Vessely, Carol Radich, Norma Prichard, and Diana Boom Title in organization: Carol is ENA co-chair; Diana is ENA secretary Address: c/o Pat Vessely, 714 Evergreen Road, LO 97034 Phone: 503 635-3130 / cel: 503 936-5108 Email: patvess@comcast.net SECTION 2: PROJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE Description: Evergreen Neighborhood Assn. is requesting funds to purchase a sculpture in the city's Gallery Without Walls and move it to a new location at the NW entrance to our neighborhood. The sculpture is called "Origami #3 - Totem" by the sculptor Ken Hall, and is constructed of steel with powder coat and natural patina finish. The dominate color is blue. It is listed in the City's brochure "2017 Walking Tour" on page 16. It is currently installed on A Avenue near 6th Street in front of Kyra's Bake Shop. (See photos in attachments 3 and 4.) The entry point is also at the border of Country Club/North Shore neighborhood and we contacted them, but they were not interested in partnering on this project. Budget: (These are estimated costs and funding as of May 1.) Costs: $13,000* * Price of Sculpture: $12,500 (The ACLO is talking with the artist about a price reduction to lower this cost to $10,000 to enable ENA to purchase the work.) Concrete pad: $1000 (2x2, estimate) Installation (use of crane): $2,000 (estimate) Funding: $13,000 NEP grant: $10,000 Evergreen NA: $800 (actual amount will be decided at May 3 meeting) Contributions from residents & businesses: $700 Matching contribution: $1,500 These estimates are based on a price reduction for the sculpture. The installation costs are based on previous installations of sculptures in the GWW. Evergreen expects to be able to raise the funds needed for installation. Location: The proposed location is the NW entry to Evergreen neighborhood at the 10th/Chandler/A Ave intersection. Please see Attachment 2 for City Traffic Engineer Amanda Owings' comments, specifications, site photo and map. SECTION 3: CRITERIA Please provide a narrative describing how your project meets the criteria listed below. 1. The project will provide a public benefit to the Lake Oswego community. Evergreen neighborhood is located in downtown Lake Oswego. With the new City Hall and Police/9-1-1 buildings that are planned, and the Wizer block apartment complex nearing completion, a large part of Evergreen will be transformed. The Wizer apartments will bring an increase of 50% to our residential units - all located in the NE corner of the neighborhood. With the new activity and residents, and increased vehicle and pedestrian traffic, we believe our neighborhood would benefit from an entry landmark - such as this sculpture - at the NW entry point to give pedestrians a place to pause, and to caution drivers that they are entering a neighborhood. The bright color and height of the sculpture at the gateway to our neighborhood will welcome people to Evergreen and to the city's civic center. Although there are many other works of art in the downtown area, this would be the only sculpture west of 6th Street. This sculpture will alert people in vehicles, on bikes and on foot that this is a special area - one that promotes and appreciates art. The sculpture's height and form evoke a tall evergreen tree, very fitting for Evergreen neighborhood. As Lake Oswego creates more density and more development in the far eastern end of downtown, it is important that we not lose sight of the fact that downtown and Evergreen Neighborhood extends to 10th Street. 2. The project has neighborhood/community support and committed volunteers for implementation. See Attachment 1. This project was first presented to the ENA board at its April 5 meeting by Pat Vessely, a resident of Evergreen, who has been an active volunteer with the Arts Council since 2003. She served on the Gallery Without Walls selection committee for 8 years (4 as chair) and on ACLO Board of Directors from 2004-2011, and was asked to serve another 3- year term from 2016-2019. Pat has also been a docent at the Portland Art Museum since 1989, two of those years as chair. Carol Radich, Norma Prichard, and Diana Boom are Evergreen board members and community volunteers. We are all committed to the implementation of this project. Diana was a member of Gallery Without Walls selection committee for 3 years. Neighborhood support is also evident in the Evergreen neighborhood plan, which was approved by the city in 2005. Our plan continues to have the strong support of neighborhood residents. A key item in our plan is the concept of Evergreen as a pedestrian- friendly place, and sidewalk art promotes walking. The sculpture will likely be added to the downtown walking tour. Other key points in the plan call for beautification at entry points, which the sculpture would certainly do. The Gallery Without Walls has broad community support and attracts visitors from outside the area. Evergreen & the city also support development of green streets. The sculpture's placement on 10th Street - downtown's main green street - draws attention to that development, the adjacent rain garden and the benefits of such projects. 3. For physical improvements, be located on public land. The siting of the sculpture on public property was reviewed and approved by Amanda Owings, City Traffic Engineer. Photos, map and site plan are included with this application as Attachment 2. 4. The project is no or low-maintenance and will be maintained by volunteers. After purchase and installation, Evergreen Neighborhood has agreed to donate the sculpture to the City's collection for inclusion in the Gallery Without Walls. If accepted into the City's collection, the ACLO will maintain the sculpture and include it on walking tours. For some time, LO Rotary Club members have volunteered to clean the sculptures annually. The ACLO does not think that maintenance will be a problem with this sculpture. 5. Not fund ongoing expenses. This is a one-time purchase. Evergreen does not anticipate another request like this. 6. For emergency preparedness projects... N/A 7. Parties, picnics and social events... N/A 8. The project can be completed and all invoices submitted by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. The sculpture will be installed in the summer or fall of 2017 when the ACLO rotates the Gallery Without Walls sculptures. The timeline for removal of "Origami" has not yet been determined, but ACLO estimates that this will take place this summer. A project report will be submitted as soon as the sculpture is installed and paperwork for donation to ACLO is complete, which we expect will be before August 2018. 9. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program grant. 2016: ENA received $300 for neighborhood outreach / social events. 2015: ENA received $300 for neighborhood outreach / social events. 2014: ENA could not accept partial funding of landscaping project. 2011: ENA received grant to plant two street trees on Evergreen Rd. 2009: ENA received grant to install entry sign at 10th/Evergreen 10. If applicable, describe matching funds or in-kind contributions. Evergreen has been working with Kelsey Ferreira, ACLO's Public Art and Program Manager. Kelsey is talking with the artist, Ken Hall about a possible price reduction, which would enable ENA to purchase the work. Our hope is that the NEP grant will pay for the sculpture and ENA can raise funds for installation. The ENA board is in favor of contributing funds to help pay for installation. At our annual meeting on May 3, the board will allocate a fixed amount and accept donations from residents. An anonymous donor has agreed to match whatever ENA can raise. As of May 1, the deadline for submitting requests, we do not have a fixed amount, but our best estimate is that ENA can raise about $1,750 and the match will provide a total of $3,500. If the grant is approved, ENA can continue to solicit donations from the neighborhood to help offset expenses of the installation of the sculpture. SECTION 4: PREREQUISITES All items are required to be met prior to submittal. Please check off the items that have been satisfied. A designated project coordinator has been assigned. Y The NEP coordinator has reviewed the proposed project prior to the application being submitted. Y A letter of support from the City-recognized neighborhood association has been submitted with the application. (See Attachment 1) Where applicable, contractor/vendor bids have been obtained to support requested funds. Y SECTION 5: SUBMITTAL CHECK LIST Please check off all items below that have been included as part of your application submittal. • ✓ Completed Application (including the narrative addressing the criteria) • ✓ Letter of support for the project from the City-recognized neighborhood association • ✓ Contractor/vendor bids where applicable (The artist and installers will provide invoices.) • ✓ Map and Site Plan – showing existing features (vegetation, structures, etc.) and proposed improvements. (Attachment 2) • ✓ Photos – showing existing site (Attachment 2) ENA NEP grant application - Attachment 1 Section 3, #2 - Letter of support At its April 5 meeting, the Evergreen NA board voted unanimously to submit an NEP grant application to purchase sculpture for placement at the entrance to the neighborhood. A copy of the approved minutes of that meeting can be submitted if required. On May 3, Evergreen will hold its annual meeting where the project will be discussed with neighbors. The board will ask for and we expect to receive the neighborhood's support. ENA NEP grant application - Attachment 2 - page 1 of 2 4/27/17 email from Amanda Owings, Traffic Engineer approving siting of the sculpture Hi Carol, Nice to meet with you this morning. I followed up on several items: • Pad size: arts council notes the pad size can be as small as 24”x24”. I prefer the smaller size to maintain more landscaping. • Sight distance: there are no concerns with sight distance • Distance from the roadway: our practice, which aligns with national standards, is for structures likes this to be placed 10-feet off the edge of the roadway. • Stormwater facility: Yes, this area is considered a stormwater facility, but I did ask staff who regulate these areas and they are OK with adding a small structure. • Final Location: the art & pedestal shall be placed along the sidewalk, closer to A Avenue without impacting the established hedge. (see sketch below) • Utility locates: our online mapping shows there is a manhole in this area which will have to be located before placing the pedestal. We did see the water valve covers south of the preferred location. It appears there is still room out there between the mystery manhole and the established hedge. T h e l o c a t i o n f o r t h e art sculpture is well within the Right-of-Way. There is even room along the Oswego Heritage property. (see below) O v e r a l l , I b e l i e v e t his site can accommodate the public art piece. Thanks, ~amanda Amanda Owings, P.E. Traffic Engineer (503) 635-0274 aowings@lakeoswego.city Neighborhood Enhancement Program Application Page 1 2017-2018 PURPOSE: The purpose of the Neighborhood Enhancement Program (NEP) is to support partnerships between the City and neighborhoods by providing grants to qualified organizations for projects that provide a public benefit to the community. ELIGIBLE PROJECTS & FUNDING: Grants will be awarded to projects meeting the criteria outlined on p. 1 of the NEP Program Guide. Project ideas can be found on p. 2-3 of the Guide. The City’s projected funding for the Neighborhood Enhancement Program is $60,000 for the 2017-18 fiscal year. Grant awards will generally be limited to $10,000 per neighborhood. If your association is partnering with another association on a larger project, please note the partner organization/s under Requested Grant Amount and Neighborhood Association below. SECTION 1: APPLICATION SUMMARY AND CONTACT INFORMATION ORGANIZATION: First Addition / Forest Hills Neighborhood Association PROJECT COORDINATOR: Carole Ockert NAME OF PROJECT: Building community in the neighborhood TITLE IN ORGANIZATION: Chair REQUESTED GRANT AMOUNT: $450 ADDRESS: 910 Cumberland Road Lake Oswego, OR 97034 NEIGHBORHOOD ASSOCIATION: First Addition / Forest Hills PHONE: 503-720-2305 Have you previously applied for a grant? If yes, year(s) requested. EMAIL: fanfh-carole@europa.com Neighborhood Enhancement Program 2017-2018 Grant Application NEP Grant Application, 2017-18 program year First Addition Neighbors and Forest Hills Neighborhood Assoc. Building community in the neighborhood Section 2 FANFH is a neighborhood that is undergoing extensive redevelopment. We have many new faces in our neighborhood and it is our desire as a neighborhood association to play a positive role in welcoming new neighbors, connect them with other residents, many who are long term residents, and to continue to maintain the convivial feeling of community that has been a defining characteristic of this close in, walkable neighborhood. The neighborhood association will be hosting our annual meeting in Fall this year and the focus will be to provide a social environment for neighbors to meet and mingle. Informal face to face conversation can go a long way to break the ice, find things in common, and allow people to continue to say ‘hi’ on those neighborhood walks. $300 of grant money would be applied to provide catering for the annual meeting. $150 of grant money would go to fund a December event called Festive Front Porches, where neighbors will be asked to decorate for the season. We will promote the event at the annual meeting and also in the Review, Hello LO and our website. We will have a 3 person panel (a city councilor/boards and commissions person, a member of the downtown business community and FANFH board member) select a winner and a runner-up. First place gets a $100 gift certificate to a local restaurant and runner- up gets a $50 gift certificate to a local restaurant. We will try to get the Review to run a photo. Section 3 The FANFH board voted by email 16 yes to support this grant application - none opposed. I have also spoken with some members of city staff and received enthusiastic support for our Festive Front Porches idea. A vibrant downtown community is an asset to the City of Lake Oswego as a whole. FANFH strives to be a positive contributor to that continued focus, and each year our board looks for positive, creative ways to engage, both with our neighbors and with the City of Lake Oswego. We believe this grant will help us with that goal. Section 4 and Section 5 The designated project coordinator is FANFH Chair, Carole Ockert The NEP coordinator has reviewed the proposed project. The neighborhood association supports and is submitting the grant. Submitted by Carole Ockert on behalf of the FANFH board April 20th, 2017 Materials 6x6x10 PT 40 each $ 45.00 $ 1,800.00 18" rebar 160 each $ 2.50 $ 400.00 filter fabric 300 sqft $ 0.11 $ 33.00 3/4" gravel 6 yard $ 23.00 $ 138.00 Extra 3 M5 $ - $ - Extra 3 M6 $ - $ - Extra 3 M7 $ - $ - Extra 3 M8 $ - $ - Extra 3 M9 $ - $ - Extra 3 M10 $ - $ - Misc. Materials $ 118.55 $ 2,500.00 **materials list is still missing some components, including lag bolts which is why we are requesting up to $3,000 to complete the project SUPPLEMENTAL INFO FROM CITY RE: O’BRIEN STAIRS The City’s Engineering Department has okayed the O’Brien Stairs project, contingent on Council approval/funding. Following is an e-mail with some conditions that Engineering would require: There are lots of examples of stairs in the right-of-way, and since the alternate route is not great, I think the stairs is a good choice in making the neighborhood easier to navigate. In terms of accessibility, it is not feasible to make this route accessible. Those on wheels must use the existing paved road network. It may be prudent to post a sign for wayfinding. Originally, I thought we needed to post something about accessibility, but now that I think about it, the stairs will be visible from each end, thereby signifying that the trail is not accessible. I also told them that the city would not maintain this asset any faster than other street assets. For this reason, they will need to build it to a high standard. I would require the neighborhood provide a construction plan and detail of the stairs (we need these for as-builts too!) Prior to construction, they will have to get a street opening permit from Will Weber; I would ask that Will inspect the construction is being done per approved detail. I have attached a few from the parks dept at City of Portland. They can use a SMART level and easily figure out how many stairs are needed. ~amanda Amanda Owings, P.E. Traffic Engineer (503) 635-0274 aowings@lakeoswego.city ATTACHED: Construction Plan Example Portland Parks & Recreation 41CRIBBED STEPS$SJCCFETUBJST UIBUVTFADSJCCJOH BGSBNFXPSLPGXPPEFOCBSTGPSTVQQPSU BSFWFSZTUBCMFBOEMPOHMBTUJOH5IFZBSFNPSFDIBMMFOHJOHUPTJUFBOEDPOTUSVDU à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m$SJCCFE4UFQT%JDLJOTPO1BSLDSJCCFETUFQT 42 Trail Design Guidelines – May 20095SBJM%FUBJMm$SJCCFE4UFQT Portland Parks & Recreation 435SBJM%FUBJMm5JNCFS4UFQT3B[#BBDLDSPTTJOHBU4UFQIFOT$SFFL/BUVSF1BSLUJNCFSTUFQT.U5BCPS1BSLUJNCFSTUFQTTIMBER STEPS5JNCFSTUFQTBSFFBTJFSUPCVJMEUIBODSJCCFETUFQT5IFZNBZCFNPSFFBTJMZàUUFEJOUPTMPQFTUIBUEPOPUIBWFBDPOTJTUFOUTMPQF"MUIPVHIJUJTEFTJSBCMFUPIBWFDPOTJTUFOUUSFBEEFQUIT UJNCFSTBMMPXBDPOTJTUFOUSJTFSIFJHIUBOEWBSZJOHUSFBEUIBUDBOBEKVTUUPTMPQFPGUIFIJMMTJEF4JODFUIFUJNCFSTUFQTMBDLUIFTJEFCPBSETPGUIFDSJCCFETUFQT àMMXJMMUFOEUPGBMMUPUIFTJEFBOENBZDSFBUFUSJQQJOHIB[BSET5IJTDBOCFNJOJNJ[FECZBEEJOHOBUJWFTPJMPSMBSHFSSPDLTBUUIFTJEFTPGUIFCBDLàMM5IFSFBSFTFWFSBMTUZMFTBOEBWBSJFUZPGNBUFSJBMTGPSTUBJST*OHFOFSBM TUFQTBSFBWPJEFEJGBMPOHFS TMPQFESPVUFJTQPTTJCMF.BJOUFOBODFBDDFTTXJUIXIFFMCBSSPXTJTNVDIFBTJFSPOTMPQFTUIBOTUFQT)PXFWFS TPNFUJNFTBNPSFWFSUJDBMSPVUFJTOFFEFEUPNJOJNJ[FUIFJNQBDUPGBMPOHFS TMPQFEUSBJMPSUPEJTDPVSBHFCJDZDMFT4UFQTBOETUBJSTTIPVMEOPUCFVTFEPOPVUEPPSBDDFTTSPVUFTBOEBDDFTTJCMFUSBJMT5IFZDBOCFVTFEBUUIFCFHJOOJOHPGBUSBJMUPTJHOBMUIBUUSBJMJTOPUBDDFTTJCMFPSJTDMPTFEUPCJDZDMFTBOEXIFFMFEWFIJDMFT 44 Trail Design Guidelines – May 20095SBJM%FUBJMm5JNCFS4UFQT Descrilption PURPOSE: The purpose of the Neighborhood Enhancement Program (NEP) is to support partnerships between the City and neighborhoods by providing grants to qualified organizations for projects that provide a public benefit to the community. ELIGIBLE PROJECTS & FUNDING: Grants will be awarded to projects meeting the criteria outlined on p. 1 of the NEP Program Guide. Project ideas can be found on p. 2-3 of the Guide. The City’s projected funding for the Neighborhood Enhancement Program is $60,000 for the 2017-18 fiscal year. Grant awards will generally be limited to $10,000 per neighborhood. ​If your association is partnering with another association on a larger project, please note the partner organization/s under Requested Grant Amount and Neighborhood Association below. SECTION 1:​ ​APPLICATION SUMMARY AND CONTACT INFORMATION ORGANIZATION: Lake Grove NA, Lake Forest NA, Waluga NA PROJECT COORDINATOR: Art/History Subcommittee, Boones Ferry Road PAC (Mike Buck, submitting) NAME OF PROJECT: Boones Ferry Road Project Art Inclusion TITLE IN ORGANIZATION: Co-members, Co-chairs REQUESTED GRANT AMOUNT: $18, 750.00 ADDRESS: ℅ Mike Buck 3155 Edgemont Road Lake Oswego, OR 97035 NEIGHBORHOOD ASSOCIATION: Combined neighborhood application by Lake Grove, Lake Forest and Waluga NA’s PHONE: Mike Buck 503 914 8607 Carolyn Krebs 971 645 6022 Cheryl Uchida 503 635 4131 Have you previously applied for a grant? If yes, year(s) requested. (First time for our combined application.) EMAIL: m.bucks@comcast.net Neighborhood Enhancement Program Application Page 1 2017-2018 SECTION 2: PROJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE Description: We are requesting three art concepts thematically consistent for the Boones Ferry Road Project whose PAC and Team Staff have selected sites for such incorporation of meaningful art. Funding for interpretive and symbolic expression of our story in Lake Grove is not within the budget of our road project plan. Yet, a revitalized streetscape demands this kind of identity and engagement. All designs have been vetted by the PAC and the cooperating NA Boards. Conceptual art designs are attached from Sea Reach, LMT. This grant request is our genesis of art placement corresponding to a chosen community theme. (Clearly describe your project in as much detail as possible. For neighborhood signs, please include the proposed sign design, a site plan and photo(s) as attachments to the application.) Budget:​ ​All requested funds would be used for design refinement, fabrication and installation preparation in coordination with Boones Ferry Road Project planning and implementation and Arts Council specifications. Specific costs cover these four artistic renderings: Dog house: $3450 Two ‘thought bubbles’: $6100 ($3050 each including installation) Wooden bench, beam, nurse log: $9200 Total costs: $18,750. (Outline in as much detail as possible, how your requested funds would be used. Please note that neighborhood parties, picnics, and other social events are generally limited to $300. If you are purchasing more than $5,000 in goods or services from a single vendor/contractor, submit copies of your bids with the application​. See Program Guide p. 4, Step 7.​) Location: Placements forthcoming from PAC May meeting. (Please include a map, photo, and rough site plan of the location if proposing a physical improvement.) SECTION 3: CRITERIA 1. ​Please provide a narrative describing how your project meets the criteria listed below. 1 The project will provide a public benefit to the Lake Oswego community. These selected art renderings, capturing our relationship to the land, have been vetted through the Boones Ferry Road Subcommittee and the PAC in addition to the three NA Boards. These groups share a desire and a strategy to articulate in art what is close to our hearts when we contemplate what we truly love about our community. The expressions are simple, profound, intriguing--open to varied interpretation. So we find them respectful of our human relationships to one another and to our environment. (Describe how your project will benefit the neighborhood and/or community. This is your opportunity to demonstrate the benefit and value of your proposed project.) 2. The project has neighborhood/community support and committed volunteers for Neighborhood Enhancement Program Application Page 2 2017-2018 implementation. Letters from the respective NA Boards are attached. Four PAC members serve on these neighborhood Boards and will help ensure implementation. (Please attach a letter of support from the neighborhood association that notes how support was demonstrated, i.e. number of votes at association meeting. In the space below, please describe your project volunteers.) 3. For physical improvements, be located on public land. All art work will be located on public right-of-way or easement. (If you are proposing a physical improvement, e.g., neighborhood sign, bench, artwork, please work with the City to verify that your location is on public property.) 4. The project is no or low-maintenance (and will be maintained by volunteers). Approved public art is maintained by the Arts Council. (Note: The City will not maintain the improvement unless prior agreed upon arrangements have been made.) 5. Not fund ongoing expenses. (If applicable, describe how funds are for a one-time expenditure, rather than funding ongoing annual expenses.) 6. For emergency preparedness projects, fund shared resources, rather than individual preparedness items. (Describe how your project will provide neighborhood or community-wide benefit, be paired with training or support an event.) 7. Parties, picnics and other social events are limited to $300 in grant funds (Please address this criteria in the Budget description in Section 2 of the application.) 8. The project can be completed and all invoices submitted by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. (Include the proposed timeline for the project.) Additional Considerations: 9. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program grant​. ​(If there are insufficient funds to award all proposed projects, qualified projects in neighborhoods that have never received an NEP grant may receive priority.) 10. If applicable, describe matching funds or in-kind contributions. (This may help to prioritize projects, if necessary.) SECTION 4: PREREQUISITES All items are required to be met prior to submittal. Please check off the items that have been satisfied. Neighborhood Enhancement Program Application Page 3 2017-2018 x​ A designated project coordinator has been assigned. x​ The NEP coordinator has reviewed the proposed project prior to the application being submitted. x​ A letter of support from the City-recognized neighborhood association has been submitted with the application. x​ Where applicable, contractor/vendor bids have been obtained to support requested funds. SECTION 5: SUBMITTAL CHECK LIST Please check off all items below that have been included as part of your application submittal. All documents should be reproducible on 8-1/2” x 11” paper. ​Incomplete applications will not be considered. x Completed Application (including the narrative addressing the criteria) x Letter of support for the project from the City-recognized neighborhood association x Contractor/vendor bids where applicable For physical improvements: □ Map and Site Plan – showing ​existing​ features (vegetation, structures, etc.) and proposed​ improvements. (Forthcoming) □ Photos – showing existing site For street trees: □ Supplemental street tree application Paperless applications are encouraged! ​E-mail completed application materials to Sarah Selden at ​sselden@lakeoswego.city​. Or, mail completed applications or drop them off at City Hall (380 A Ave, 3​rd​ Flr. Planning Dept.): Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego PO Box 369 Lake Oswego, OR 97034 Questions? Contact Sarah Selden at 503-697-6524 or visit the City’s web site for more information at ​http://www.ci.oswego.or.us​. Staff assistance is available as organizations plan their project and gather resources. APPLICATIONS DUE:​ Monday, May 1, 2017 by 5:00 p.m. Neighborhood Enhancement Program Application Page 4 2017-2018 Sarah Seldon Neighborhood Planner City Of Lake Oswego Re: NEP Grant Sarah, At our April 20th meeting, Lake Grove Members discussed applying for an NEP grant to support art projects along Boones Ferry Road to revise pedestrian streetscape to help achieve the goals of the Lake Grove Village Center Plan, “LGVCP”, as part of the Boones Ferry Road Redevelopment project. The concept received the unanimous support of the Board. The City has wisely spent a lot for art in business district Downtown. The art encourages us to walk the area, raising civic pride for locals and the attractiveness of our beautiful City for tourists. This enhanced interest in the area clearly supports the businesses there and coming new developments in the area. Expansion of art in the Lake Grove business district is a logical extension of what has taken place Downtown and the Boones Ferry Redevelopment is the ideal time for such a project. Because this is officially a “road project” there are no art funds included. The NEP grant program provides a modest workaround. For the optimal result, the three neighborhoods surrounding the Boones Ferry project, Lake Grove, Waluga and Lake Forest all are hoping for NEP grant money for art. By working together we believe we can achieve the best result in turning the business section of Boones Ferry Road into the exciting dynamic pedestrian friendly walking and bikeway that the LGVCP calls for. The three neighborhood are applying for a single NEP grant request of $18,750.00 for four art projects. Lake Grove and Waluga will each request $6,725.00 with Lake Forest requesting the balance of $5300.00. The details of the funds will be spent will be outlined in the NEP grant request. The Lake Grove Board believes this will be money invested well and we hope the City will agree with our joint proposal. Best regards, Jerry Nierengarten Lake Grove Neighborhood Chair Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego, OR 97034 04/29/2017 Dear Sarah, This letter provides support from the Lake Forest Neighborhood Association for the Boones Ferry Road Project Art Inclusion Project. Lake Forest NA board voted on 4/20 to support the joint grant application with Lake Grove and Waluga Neighborhoods for up to $5,300 share of the grant request. The proposed project will enhance the Lake Grove Village Center through the inclusion of public art elements that help to create a community identity in conjunction with the public improvements planned for Boones Ferry Road. While art elements are envisioned for that project, no funds are currently allocated. It is our hope that this grant will allow a modest beginning to enact our vision for art inclusion in Lake Grove. Thank you for considering our grant request. Sincerely, Kate Myers and David Kainoa Chair & Vice-Chair Lake Forest Neighborhood Association April 24, 2017 Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego, PO Box 369 Lake Oswego, OR 97034 Dear Sarah, This letter is in support of art projects associated with the Boones Ferry Design Improvement to help carry out important thematic streetscape amenities in the Lake Grove Village Center. Together with the Lake Grove and the Lake Forest Neighborhood Associations, the Waluga Neighborhood board voted to be a part of a collaborative effort to request NEP funding for 2017-18. This project will include conceptual designs, fabrication, storage location and accommodation and eventual installation of art projects along the newly designed Boones Ferry Road phase I construction with the help of Sea Reach, LTD. The LGVC Boones Ferry design improvement project advisory committee together with the LO Arts Council also will make decisions on geographical placements, siting and installations for 4 pieces of art. The Boones Ferry Road design improvement project committee members have been diligently meeting monthly and some bi-monthly to reach 90% completion. Conceptual designs choices of art projects including fabrication and installation takes time. This request for Neighborhood Enhancement Program grant funds is a necessary step toward moving the highly anticipated Boones Ferry design improvements forward vital to the Lake Grove Village Center. Thank you. Sincerely, Cheryl Uchida and Cindy Maddox Waluga Neighborhood Association Co-Chairs Board Members Cindy Maddox Cheryl Uchida Co-Chairs Will Mahoney- Watson Vice Chair Sandy Desmond Secretary/Treasurer Bruce Goldson Past Chair Jim Newcomer Rett Russell Carol Lavender Board Members at Large Dick Benedetti Kate O’Reilly Michael Sorrell Gene Park Art Ostergard May 3, 2017 Sarah, I write to give you placement locations for our NEP grant application following our May 2nd Project Advisory Committee meeting with our consultants. Attached is a comprehensive look at our Boones Ferry Road streetscape which includes identifying locations for art and also having a number of “scoring spacers” for future acquisitions. The four art pieces we have specified in our proposal are slated to go to the wayside areas (expanded sidewalk areas) by the O’Leary Building, Zupan’s and on the intersection areas north of Bryant. The art work we are contemplating for the entirety of our project area in Lake Grove is a mixture of thoughtful, imaginative, whimsical and humorous designs. It seems logical that at the time of installation, this kind of art should be in multiple forms so it can reflect thematically the moods and responses we are hospitably inviting. One or two pieces will not communicate the message or impact we desire to achieve. Hence, the PAC and neighborhood’s penchant for beginning to select art prior to construction. We need the time to plan for engagement or emergence on the streetscape. I will work with the fabricators, Sea Reach, to store the finished art pieces; or if preferable to the Arts Council, to move them to a local venue which the City has done in the past. Very appreciative of your conveying our intent to the reviewing committee, Mike Buck (representing NEP application by Lake Forest NA, Waluga NA, Lake Grove NA and Boones Ferry Road PAC) date revisions by pr & lwr page notes 3.0 scale not to scale boones ferry road client contact phone email nevue ngan associates ben ngan 537 se ash street, suite 207 portland, oregon 97214 503.239.0600 sedge@nevuengan.com code project contact phone email brant williams, public contracting ocer 380 a avenue lake oswego, oregon 97034 503.239.0600 b.williams@ci.oswego.or.us boones ferry road LPR-012 04.17.17 We are “of” the place, not just “in” it. How are we engaged in our belonging? inspiration/poem description Three seating benches that are in different states of progression. 1. A (nursery) log in the planted area that is cut and untreated. 2. Next would be a cut log with only a few sides treated (top and side) roughly finished. 3. Then lastly a nicely finished log with an interesting connection to the substrate. Going from natural to cultural, transformed and transforming over time. cost range: $5,000-8,000 date revisions by pr & lwr page notes 5.0 scale not to scale boones ferry road client contact phone email nevue ngan associates ben ngan 537 se ash street, suite 207 portland, oregon 97214 503.239.0600 sedge@nevuengan.com code project contact phone email brant williams, public contracting ocer 380 a avenue lake oswego, oregon 97034 503.239.0600 b.williams@ci.oswego.or.us boones ferry road LPR-012 04.17.17 beauty b e a uty beauty beauty beaut beauty beauty beauty auty beauty beauty b e a u t y b eauty b eauty bea u t y beauty beauty beauty beauty beauty beauty beauty beauty be a u t y beauty be a u t y beauty beauty beauty beauty beauty beauty beauty beauty b e a u t y beauty beauty b e a u t y beaut y beauty beauty beauty beauty beauty beauty beauty beauty beauty beauty beauty beauty beauty bea u ty b e a u ty b eauty beauty b e a ut y beauty beauty beauty beauty beauty beauty beauty beauty beauty beauty b e a u t y In beauty I walk With beauty before me I walk With beauty behind me I walk With beauty above me I walk With beauty above & about me I walk It is finished in beauty It is finished in beauty In springtime everyone secretly loves you Daddy, did you know that our voices are not attached to our bodies? Forest road— the rain bending toward home inspiration/poem description Intimate & hometown interactions. Poetry pole Inlayed letters in concrete. Heart pole Heart hanging from pole. Balloon pole Hanging speech balloon. Rain pole Rain on top, water circles in the pavement. cost range small $2,500-3,500 medium $5,000-8,000 large $10,000-12,000 date revisions by pr & lwr page notes 6.0 scale not to scale boones ferry road client contact phone email nevue ngan associates ben ngan 537 se ash street, suite 207 portland, oregon 97214 503.239.0600 sedge@nevuengan.com code project contact phone email brant williams, public contracting ocer 380 a avenue lake oswego, oregon 97034 503.239.0600 b.williams@ci.oswego.or.us boones ferry road LPR-012 04.17.17 It is inconceivable to me that an ethical relation to land can exist without love, respect, and admiration for land and the high regard for its value. My dog has two hearts— One keeps her warm. The other jumpstarts my heart When I forget to breathe. inspiration/poem description Contemplative installation combining the outline, symbolic structure and the natural setting. The juxtoposition invites the visitor to reflect on his/her relationship with the environment. Can be combined with seating. cost range: $8,000-12,000 Flat or 3D dog house structure. Used for contemplative installation, dog drinking station, or bike rack. cost range: $2,500-3,500 Boone’s Ferry Road - May 2nd Plan Uplighting Oaks Uplighting Crape Myrtle and Incense Cedar Art Spot Art Spot Art Spot Art Spot Art Spot 5 8A 8A Interpretive Concepts This is a location where we are putting in a below ground foundation for future sculptural art. At these locations we are advocating for using one or more of the Sea Reach interpretive element concepts. The number shown corresponds to the sheet numbers listed on each concept. At these locations we are planning on using a separate paving color or material in the sidewalk to make up a size difference in our scoring pattern. It may carry an interpretive element in the paving or adjacent furnishing zone. Concepts discussed are At these locations we are planning the median markers. 5 Interpretive Concept Interpretive Concept 1 2A 8B 11 11 Interpretive Concept Interpretive Concept Interpretive Concept Interpretive Concepts 5 3 5 M S M 5 5 Interpretive Concept Interpretive Concept Interpretive Concept Scoring Spacer Interpretive Concept Interpretive Concept 8B46Interpretive Concepts M M M M M M S S Scoring Spacer Scoring Spacer S Scoring Spacer S Scoring Spacer S S Scoring Spacer Scoring Spacer S Scoring Spacer S Scoring Spacer 5 2A 5 7 Interpretive Concept M S Scoring Spacer Art Spot Legend Scale: 1” = 20’ N Coniferous Tree Deciduous Tree Upland Planting Building Stairset Special Paving (Concrete) Special Paving (Brick) Potential Retaining Wall Pedestrian Button Iconic Tree Trashcan Streetlight Curb Ramp Stormwater Planting 18+00 15+00 21+00 22+00 O’Leary Wayside Albertson’s Wayside Albertson’s Aaron Bros. and Lavang Wayside Jenike Wayside Bar Marzocca Wayside McDonalds Wayside Riccardo’s Wayside Gubanc’s Wayside Design in Process Wells Fargo Thompson and Adams Wayside Vic’s Auto Wayside Zupan’s Wayside This Wayside location is not decided. It may change. 23+00 25+00 27+00 28+00 29+00 30+00 31+00 33+00 34+00 35+00 36+00 37+00 38+00 40+00 41+00 24+00 19+00 20+00 17+00 Uplighting Oaks Uplighting Oaks and Incense Cedar Uplighting Oaks and Incense Cedars Uplighting Oaks and Incense Cedars Bike Rack Trash Can Seatwall Seatwall Seatwall Seatwall and/or BenchSeatwall Seatwall Seatwall Seatwall Stairs up to private area Seatwall Bike Rack Trash Can Bike Rack Trash Can Current Furnishings: Bike Rack (6) Trash Can Drinking Fountain 2 Benches These may change Drinking Fountain Bench Bike Rack Trash Can Bike Rack (1) Trash Can Bench Bench Stairs Bike Rack (4) Drinking Fountain Benches (2) Fountain Wall Bench Drinking Fountain Trash Can Trash Can Bench Trash Can Trash Can Trash Can Bench Seatwall Seatwall and Ramp Lake Oswego Neighborhood Enhancement Program 2017-2018 Grant Application Section 1: Application Summary and Contact Information Organization: Lake Forest Neighborhood Association Name of Project: Emergency Response Team Captain Supply Kits Requested Grant Amount: $4,316.40 Neighborhood Association: Lake Forest Neighborhood Association Have you recently applied for a grant? Yes, we were awarded $500 in 2015-2016 and $1,800 in a 2016- 2017. Project Coordinator: David Kainoa Title in Organization: Emergency Preparedness Committee Chair Address: 16168 Lake Forest Blvd. Phone: 808-228-0123 Email:kewiki808@gmail.com Section 2: Project Description, Budget & Location (if applicable) Description: Lake Forest Neighborhood currently has 4 Emergency Response Teams consisting of 22 CERT trained team members. Per the attached approved team captain supply list, we are requesting a grant to purchase the remaining equipment not purchased under our 2016-2017 NEP grant. Budget: 1) Team Captain Supply Kits (Quantities are for 4 separate kits): a. 10LB ABC Dry Chemical Fire Extinguisher - Qty: 20 - $1,160.00 (For the fire suppression teams) - b. Nitrile Disposable Gloves (Case) - Qty: 1 - $57.00 (Needed for medical treatment and training. c. BaoFeng UV-82L Two Way Radio - Qty: 22 - $634.26 (Needed for communication after a major event. These radios are also HAM capable providing a greater range) d. BaoFeng UV-82 BL-8 AAA Battery Pack - Qty: 22 - $345.18 (Needed to allow the radios to accept AAA batteries when the power is out) e. LifeStraw Community - Qty: 4 - $2,119.96 (Needed to provide clean water for treating wounds in a mass casualty situation. I will also double as a source to treat untreated water after a major event) Location: N/A Section 3: Criteria 1. The project will provide a public benefit to the Lake Oswego Community Lake Forest NA recognizes that it can help its residents and the city of Lake Oswego by augmenting the first responders that will be stretched thin after a major event. This will decrease the need for first responders in our area. 2. The project has neighborhood/community support and committed volunteers for implementation. See attached letter from the Lake Forest Neighborhood Association 3. For physical improvements, to be located on public land NA 4. The project is no or low-maintenance (and will be maintained by volunteers). The project will be maintained by the team captains. 5. Not fund ongoing expenses No ongoing expenses will be part of this application 6. For emergency preparedness projects, fund shared resources, rather than individual preparedness items. The team captain supply kits will enable our 4 emergency response teams to conduct search and rescue operations, perform medical operations, provide fire suppression and to integrate with Lake Oswego’s Incident Command System structure. We will conduct 4 quarterly training sessions to maintain our CERT skills and to refine our emergency response plan. 7. Parties, picnics and other social events are limited to $300 in grant funds N/A 8. The project can be completed by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. All the equipment will be purchase immediately after the funds are available. Additional considerations: 9. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program grant We received a grant in 2015-2016 for $500 to purchase shut-off wrenches, walkie talkies and meeting supplies for emergency preparedness planning. Then we received another gran in 2016-2017 for $1,500 to purchase emergency preparedness supplies and $300 for an emergency preparedness fair. 10. If applicable, describe matching funds or in-kind contributions N/A Section 4: Prerequisites  A designated project coordinator has been assigned  The NEP coordinator has reviewed the proposed project prior to the application being submitted  A letter of support from the City-recognized neighborhood association has been submitted with the application N/A Where applicable, contractor/vendor bids have been obtained to support the requested funds. Section 5: Submittal Check List  Completed Application (including the narrative addressing the criteria)  Letter of support for the project from the City-recognized neighborhood association N/A Contractor/vendor bids where applicable For physical improvements: N/A Map and Site Plan – showing existing features (vegetation, structures, etc….) and proposed improvements. N/A Photos – showing existing site For street trees: N/A Supplemental street tree application Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego, OR 97034 Dear Sarah, This letter provides support from the Lake Forest Neighborhood Association for the Emergency Response Team Captain Supply Kits. Lake Forest NA board voted on 4/20 to support the grant application for $4,316.40. The team captain supply kits will enable our 4 emergency response teams to conduct search and rescue operations, perform medical operations, provide fire suppression and to integrate with Lake Oswego’s Incident Command System structure. Thank you for considering our grant request. Kate Myers and David Kainoa Co-chairs, Lake Forest Neighborhood Association. Sent from my iPad 1,500Enter total number of emergency response team members>>>22ItemPrice QtyTotal Price Total Qty Authorized Total PriceWebsiteRoll Stretcher$31.00 2016‐2017 NEP$0.000$0.00https://www.amazon.com/LINE2design‐Patient‐Portable‐Transport‐Stretcher‐Triage Tape ‐ Red ‐ Immediate   $2.99 2016‐2017 NEP$0.000$0.00http://www.sosproducts.com/Triage‐Tags‐Tape‐s/1974.htmTriage Tape ‐ Green ‐ Minor   $2.99 2016‐2017 NEP$0.000$0.00http://www.sosproducts.com/Triage‐Tags‐Tape‐s/1974.htmTriage Tape ‐ Yellow ‐ Delayed   $2.99 2016‐2017 NEP$0.000$0.00http://www.sosproducts.com/Triage‐Tags‐Tape‐s/1974.htmTriage Tape ‐ Black ‐ Deceased   $2.99 2016‐2017 NEP$0.000$0.00http://www.sosproducts.com/Triage‐Tags‐Tape‐s/1974.htm50‐Person Trauma First Aid Kit$239.97 2016‐2017 NEP$0.000$0.00http://www.sosproducts.com/50‐Person‐Duffle‐Bag‐First‐Aid‐Kit‐p/3550.htmGlow Sticks (Multi‐Color 12 pack)$14.99 2016‐2017 NEP$0.000$0.00https://www.amazon.com/Cyalume‐SnapLight‐Industrial‐Sticks‐Multi‐100' Paracord$9.59 2016‐2017 NEP$0.000$0.00https://www.amazon.com/Paracord‐Planet‐Spools‐Parachute‐64' Utility Rope$19.99 2016‐2017 NEP$0.000$0.00https://www.amazon.com/Utility‐Rope‐64ft‐300kg‐10LB ABC Dry Chemical Fire Extinguisher $58.00 5 $290.00 20 $1,160.00https://www.amazon.com/Amerex‐Chemical‐Extinguisher‐Aluminum‐Nitrile Disposable Gloves (100 ct)$9.360$0.00https://www.amazon.com/Safeguard‐Nitrile‐Disposable‐Gloves‐Nitrile Disposable Gloves (Case)$57.001$57.00https://www.amazon.com/gp/product/B004ECLQXU/ref=s9_acsd_topr_hd_bw_b146gFBaoFeng UV‐82L Two Way Radio$28.8322 $634.26https://www.amazon.com/BaoFeng‐UV‐82L‐Two‐Radio‐BaoFeng UV‐82 BL‐8 AAA Battery Pack $15.69 22 $345.18https://www.amazon.com/BL‐8‐AAA‐Battery‐BaoFeng‐LifeStraw Community$529.994 $2,119.96https://www.amazon.com/LifeStraw‐Community‐Hollow‐fiber‐Subtotal $4,316.404 Shipping $0.004 Grand Total $4,316.40The total number of kits authorized to purchase  is based on the number of team members (1 kit per each 5+ person team)Team Captain Supply Kits1 Set for every 400 households (estimated 2.5 people per household = 1000 people)The total number of kits authorized is based on the number of households in your neighborhood Enter total number of households in the neighborhood>>>>>>> Neighborhood Enhancement Program Application Page 1 2017-2018 PURPOSE: The purpose of the Neighborhood Enhancement Program (NEP) is to support partnerships between the City and neighborhoods by providing grants to qualified organizations for projects that provide a public benefit to the community. ELIGIBLE PROJECTS & FUNDING: Grants will be awarded to projects meeting the criteria outlined on p. 1 of the NEP Program Guide. Project ideas can be found on p. 2-3 of the Guide. The City’s projected funding for the Neighborhood Enhancement Program is $60,000 for the 2017-18 fiscal year. Grant awards will generally be limited to $10,000 per neighborhood. If your association is partnering with another association on a larger project, please note the partner organization/s under Requested Grant Amount and Neighborhood Association below. SECTION 1: APPLICATION SUMMARY AND CONTACT INFORMATION ORGANIZATION: LAKEWOOD NEIGHBORHOOD ASSOC PROJECT COORDINATOR: BRIAN YEE/CONNIE PERRINE NAME OF PROJECT: EMERGENCY/EARTHQUAKE READINESS TITLE IN ORGANIZATION: EARTHQUAKE READINESS COORDINATOR REQUESTED GRANT AMOUNT: $1250 ADDRESS: 340 RIDGEWAY RD, LAKE OSWEGO OR 97034 NEIGHBORHOOD ASSOCIATION: LAKEWOOD PHONE: 512-423-4220 Have you previously applied for a grant? If yes, year(s) requested. OUR NEIGHBORHOOD DID LAST YEAR EMAIL: connie@phanhall.com Neighborhood Enhancement Program 2017-2018 Grant Application Neighborhood Enhancement Program Application Page 2 2017-2018 SECTION 2: PROJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE Description: We would like to purchase 5 sets of 6 (total 30) long distance walkie talkies to help get our neighborhood ready for emergencies/earthquakes. These walkie talkies will benefit our neighbors by enabling them to communicate with fire and emergency personnel as well as other captains in our neighborhood in event of an emergency. We are requesting long range/distance walkie talkies in order to be able to do this. They will be held in 15 captains homes (which have been assigned already). Any extras will be placed in coordinators home and distributed as needed. These will also have the ability to connect with 7 NOAA weather channels and and have alert features. Budget: 5 orders of Motorola TALKABOUT MR350R two-way Radios Up to 35 mile range, 22 channels, rechargeable, hands free, IVOX mode, 6 pack $249.99. Features also include 11 weather channels (7 NOAA) with alert features. Location: NA SECTION 3: CRITERIA Please provide a narrative describing how your project meets the criteria listed below. 1. The project will provide a public benefit to the Lake Oswego community. These walkie talkies will benefit our neighbors by enabling them to communicate with fire and emergency personnel as well as other captains in our neighborhood in event of an emergency. We are requesting long range/distance walkie talkies in order to be able to do this. They will be held in 15 captains homes (which have been assigned already). Any extras will be placed in coordinators home and distributed as needed. These will also have the ability to connect with 7 NOAA weather channels and and have alert features. 2. The project has neighborhood/community support and committed volunteers for implementation. The Lakewood Neighborhood Assoc has been meeting, attending information sessions, and preparing for earthquakes. Part of this plan entailed mapping out our neighborhood and separating out homes in groups of approximately 10 homes per group. We are in the process of assigning/getting volunteer captains for each group of homes (many are already in place). The captains (as well as the lead coordinator Brian) will each have all of their neighbors contact information and will utilize these walkie talkies to communicate with one another and with Neighborhood Enhancement Program Application Page 3 2017-2018 emergency personnel when the need arises. I would like to add that we have some captains in place and are recruiting others. These captains will be compiling a paper as well as computer generated directory of their sub areas. These will be given to the board members as well as Brian Yee, the coordinator, to create a neighborhood directory. If we receive this grant and the walkie talkies, we will have the current captains take the training through the LO Amateur Radio Emergency Service and as we get more captains, we will do another round of training. We also have created a map showing the sub areas that each captain will be in charge of. Neighborhood Enhancement Program Application Page 4 2017-2018 3. For physical improvements, be located on public land. NA 4. The project is no or low-maintenance (and will be maintained by volunteers). correct 5. Not fund ongoing expenses. The funds will be for a one time purchase of these walkie talkies. 6. For emergency preparedness projects, fund shared resources, rather than individual preparedness items. The Lakewood Neighborhood Assoc has been meeting, attending information sessions, and preparing for earthquakes. Part of this plan entailed mapping out our neighborhood and separating out homes in groups of approximately 10 homes per group. We are in the process of assigning/getting volunteer captains for each group of homes (many are already in place). The captains (as well as the lead coordinator Brian) will each have all of their neighbors contact information and will utilize these walkie talkies to communicate with one another and with emergency personnel when the need arises. 7. Parties, picnics and other social events are limited to $300 in grant funds (Please address this criteria in the Budget description in Section 2 of the application.) 8. The project can be completed and all invoices submitted by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. These items will be purchased upon receipt of grant, no later than June 29, 2017 Additional Considerations: 9. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program grant. Our neighborhood has received a grant for a new sign - 10. If applicable, describe matching funds or in-kind contributions. (This may help to prioritize projects, if necessary.) SECTION 4: PREREQUISITES All items are required to be met prior to submittal. Please check off the items that have been satisfied.  A designated project coordinator has been assigned.  The NEP coordinator has reviewed the proposed project prior to the application being submitted. Neighborhood Enhancement Program Application Page 5 2017-2018  A letter of support from the City-recognized neighborhood association has been submitted with the application.  Where applicable, contractor/vendor bids have been obtained to support requested funds. SECTION 5: SUBMITTAL CHECK LIST Please check off all items below that have been included as part of your application submittal. All documents should be reproducible on 8-1/2” x 11” paper. Incomplete applications will not be considered.  Completed Application (including the narrative addressing the criteria)  Letter of support for the project from the City-recognized neighborhood association  Contractor/vendor bids where applicable For physical improvements:  Map and Site Plan – showing existing features (vegetation, structures, etc.) and proposed improvements.  Photos – showing existing site For street trees:  Supplemental street tree application Paperless applications are encouraged! E-mail completed application materials to Sarah Selden at sselden@lakeoswego.city. Or, mail completed applications or drop them off at City Hall (380 A Ave, 3rd Flr. Planning Dept.): Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego PO Box 369 Lake Oswego, OR 97034 Questions? Contact Sarah Selden at 503-697-6524 or visit the City’s web site for more information at http://www.ci.oswego.or.us. Staff assistance is available as organizations plan their project and gather resources. APPLICATIONS DUE: Monday, May 1, 2017 by 5:00 p.m. 1 Selden, Sarah From:Connie Perrine <cmperrine2@gmail.com> Sent:Saturday, April 29, 2017 7:15 PM To:Selden, Sarah; Kaye Condon Subject:Fwd: Aaron Perrine wants you to see this item at Amazon.com HI Sarah Here is our letter of support and the walkie talkies we would like to get with the grant. Motorola TALKABOUT MR350R Two-Way Radios Up to 35-Mile Range 22 Channels, Rechargeable, Hands-Free iVOX Mode, Brand New Sealed 6 PACK by Motorola Learn more More Items to Consider: Motorola MR350R 35- Mile Range 22-Channel FRS/GMRS... (1,263) Motorola MR350TPR Talkabout 2-Way Radio Triple Pack (1,263) BaoFeng BF-888S Two Way Radio - customize 6pack... (854) Retevis H-777 Two- Way Radio Long Range UHF... (344) 2 Connect with us © 2017 Amazon.com, Inc. or its affiliates. All rights reserved. Amazon, Amazon.com, the Amazon.com logo, and 1-Click are registered trademarks of Amazon.com, Inc. or its affiliates. Amazon.com, 410 Terry Avenue N., Seattle, WA 98109-5210. Please note that this message was sent to the following e-mail address: cmperrine2@gmail.com Aaron Perrine (avsp.here@gmail.com) requested that we send this e-mail. If you have questions about Amazon.com, please visit our Help Department. TO: Sarah Selden, Neighborhood Enhancement Program (2017-2018 Grant ) FROM: Lakewood Neighborhood Association RE: Grant support Hi Sarah The Lakewood Neighborhood Association fully supports the request for the grant to enable us to purchase emergency kit supplies: 30 walkie talkies (or see below – water purification). These will be used in case of emergency and will be housed at our captains homes and coordinators home. They will help us get ready for the upcoming earthquake and get us further along in our quest to be prepared as suggested by the City of Lake Oswego. As a side note, we have heard a rumor that walkie talkies will be provided by the city to the neighborhood associations. If this is the case, and these are similar to the ones I’ve enclosed, we would like to have a method of purifying water for our neighbors. Amazon has drops for this that we can use with lake water. We have over 400 homes so would need $4820 for this. Thank you for your consideration Connie Perrine Lakewood Board Director Neighborhood Enhancement Program Application Page 1 2017-2018 PURPOSE: The purpose of the Neighborhood Enhancement Program (NEP) is to support partnerships between the City and neighborhoods by providing grants to qualified organizations for projects that provide a public benefit to the community. ELIGIBLE PROJECTS & FUNDING: Grants will be awarded to projects meeting the criteria outlined on p. 1 of the NEP Program Guide. Project ideas can be found on p. 2-3 of the Guide. The City’s projected funding for the Neighborhood Enhancement Program is $60,000 for the 2017-18 fiscal year. Grant awards will generally be limited to $10,000 per neighborhood. If your association is partnering with another association on a larger project, please note the partner organization/s under Requested Grant Amount and Neighborhood Association below. SECTION 1: APPLICATION SUMMARY AND CONTACT INFORMATION ORGANIZATION: McVey-South Shore Neighborhood Association PROJECT COORDINATOR: Jan Castle NAME OF PROJECT: South Shore Fence Replacement TITLE IN ORGANIZATION: Chair REQUESTED GRANT AMOUNT: $4,660 ADDRESS: 16181 Parelius Circle Lake Oswego, OR 97034 NEIGHBORHOOD ASSOCIATION: McVey-South Shore PHONE: 503-636-6709 Have you previously applied for a grant? If yes, year(s) requested. Yes, in 2013 and 2014 to install a sculpture. EMAIL: jancastle@comcast.net Neighborhood Enhancement Program 2017-2018 Grant Application Neighborhood Enhancement Program Application Page 2 2017-2018 SECTION 2: PROJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE Description: In the early hours of March 2, 2017, a car crashed through the wooden fence on South Shore Blvd. just east of Palisades Terrace Drive. Public Works Director Anthony Hooper said the fence was rotting in enough places that there was a good chance it would fall over in five years. Given that, he felt it was not economical to replace just part of the fence, especially since the new part would look substantially different than the old part, and that they should consider replacing the whole fence now. Due to the budget constraints of the street fund, he felt they could only afford to replace it with a black chain link fence and asked if the neighborhood would be OK with that. I enquired about a metal fence similar to most of the other fences along South Shore, for uniformity and aesthetic appearance, and asked if an NEP grant might provide the difference in cost. Budget: Anthony procured a bid for $9,945.00 (see attachment), for a version that is similar to the other fences, but has the advantage of being a bolt-on fence instead of a welded fence, which will allow them to replace portions of it in the event of future damage, rather than the whole fence. It is vastly less expensive than the welded version, which would need to be custom built. His department would have had to pay $5,285 for the chain link fence, so he suggested I apply for the difference between the two, which is $4,660. Location: NE corner of Palisades Terrace Drive and South Shore Boulevard Neighborhood Enhancement Program Application Page 3 2017-2018 SECTION 3: CRITERIA Please provide a narrative describing how your project meets the criteria listed below. Replacement of the damaged wooden fence with a new metal one will benefit the community in terms of: • Safety, as the ground drops off precipitously from the adjacent pathway into a ravine along Lost Dog Creek. There is considerable foot traffic along that stretch, which needs to be protected from the drop off. • Aesthetics, as this is the entrance to not only the Palisades Terrace neighborhood, but the entire tree corridor along South Shore. A handsome metal fence will provide a much nicer transition to the corridor than a chain link fence. This fence is in the public right-of-way, adjacent to property owned by Peter and Julie Aronson and the Park Academy. Metal fences require no maintenance but do accumulate moss, and the Public Works department has no staff to scour them. It occurs to me that a periodic work party to wipe the fence down could be a nice opportunity for interaction between neighbors and the students and staff at the Park Academy, especially if it involved cookies and lemonade. I broached the subject to a staff member and received an enthusiastic response, but such a decision would probably need to wait until the need arose. It would be a good way to forge connections between the neighborhood and the school. A vote was taken at the neighborhood association’s general meeting on March 15, and the application for this grant was approved unanimously. There were 13 people in attendance. The fence will be replaced this summer, as soon as the grant is awarded, and the invoice and project report will be submitted right afterwards. Neighborhood Enhancement Program Application Page 4 2017-2018 Our neighborhood association received grants in 2013 and 2014 to purchase and install the “Sunrise in the City” sculpture at Laurel and McVey. McVey-South Shore Neighborhood Association Lake Oswego, Oregon April 26, 2017 To: NEP Grant Committee This is to confirm that our application for funding to replace a damaged fence in the public right of way on the NE corner of Palisades Terrace Drive and South Shore Boulevard, in partnership with the Lake Oswego Department of Public Works, was approved in a vote taken at our general meeting held March 15, 2017 at the Park Academy. There were 13 residents in attendance. They were enthusiastic about replacing the damaged fence with a handsome metal one rather than a black chain link fence, and happy to apply for a grant to facilitate that. Jan Castle Chair McVey-South Shore Neighborhood Association Note: The fence does not require maintenance but neighbors and the Park Academy students and staff may choose to have periodic work parties to wash moss off it, in order to maintain a nice appearance and promote neighborly relations between the school and neighborhood. We have spoken about this but will not make a commitment until the need arises. SECTION 4: PREREQUISITES All items are required to be met prior to submittal. Please check off the items that have been satisfied. X A designated project coordinator has been assigned. X The NEP coordinator has reviewed the proposed project prior to the application being submitted. X A letter of support from the City-recognized neighborhood association has been submitted with the application. X Where applicable, contractor/vendor bids have been obtained to support requested funds. Neighborhood Enhancement Program Application Page 5 2017-2018 SECTION 5: SUBMITTAL CHECK LIST Please check off all items below that have been included as part of your application submittal. All documents should be reproducible on 8-1/2” x 11” paper. Incomplete applications will not be considered. X Completed Application (including the narrative addressing the criteria) X Letter of support for the project from the City-recognized neighborhood association X Contractor/vendor bids where applicable For physical improvements: X Map and Site Plan – showing existing features (vegetation, structures, etc.) and proposed improvements. X Photos – showing existing site For street trees:  Supplemental street tree application Paperless applications are encouraged! E-mail completed application materials to Sarah Selden at sselden@lakeoswego.city. Or, mail completed applications or drop them off at City Hall (380 A Ave, 3rd Flr. Planning Dept.): Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego PO Box 369 Lake Oswego, OR 97034 Questions? Contact Sarah Selden at 503-697-6524 or visit the City’s web site for more information at http://www.ci.oswego.or.us. Staff assistance is available as organizations plan their project and gather resources. APPLICATIONS DUE: Monday, May 1, 2017 by 5:00 p.m. From: Hooper, Anthony [mailto:ahooper@ci.oswego.or.us] Sent: Tuesday, March 7, 2017 7:47 AM To: Jan Castle Cc: 'Duke Castle' Subject: RE: Damaged fence on Southshore Hi Jan, Thanks for the response and great questions! After evaluating the wood fence, we feel that the fence is rotting in enough spots that there is a good chance that it will fall over in the next 5 years. Given this information, it doesn’t make sense to just fix the one spot. I think we should entertain replacing the entire fence. The fence line is about 100 feet long and will be costly regardless of the material type, but could be cost prohibitive if we picked an expensive type of material to replace it given that we have a very tight budget within the street fund. With all of that in mind, the black fence would be far easier to maintain, simpler to fix, significantly more cost effective, and lastly, we would be able to replace the entire fence in a faster timeline. Even with a chain-link fence, it is going to be difficult to squeeze it into our budget. Any fence type that we put in that area will be covered with moss over time given that the area is damp and shady. Please also keep in mind that we only have 3 employees dedicated to streets (and 3 to surface water) and the scope of what we do is way too vast to dedicate employees to regularly scour fences. Lastly, I agree that there isn’t a fence type (outside a vastly expensive reinforced stone wall) that would stop a speeding vehicle. The best economical choice to do that would be a guard rail, which is something we could do, but it wouldn’t look very good. For a chain link fence, we would likely sink the posts in concrete. As for the wood fence, this would be harder to secure since the wood can be easily busted on concrete and this would cause a maintenance headache to break up the concrete and pour again to secure it. The goal for us is to pick a fence type that can be fixed quickly should it be broken again. A wood fence is difficult to fix without the new fencing looking out of place and secondly, a wood fence would require that we hire a contractor to fix it. This is where a chain link fence shines because we could fix it in- house and could do so quickly without the new fence looking out of place. To confirm, the “black metal fences that line the rest of South Shore” that you are referencing is the one shown below, right? If so, this could be a type that we consider as well. It wouldn’t be as cost effective, but it is far easier to maintain then wood. I will talk all of this over with Jim Bateman when he returns on Monday. I would welcome any feedback that you have based on this e-mail. -Anthony Anthony Hooper Public Works Director P: (503) 697-7422 www.ci.oswego.or.us From: Hooper, Anthony [mailto:ahooper@ci.oswego.or.us] Sent: Wednesday, March 22, 2017 8:32 AM To: peter.aronson@greatclips.net Cc: O'Neill, Skip; Owings, Amanda; 'Jan Castle'; Bateman, Jim; Lazenby, Scott Subject: Wooden Fence on South Shore Hi Mr. Aronson, I was forwarded the e-mail chain between you and Amanda. I wanted to give you an update on where the Public Works Department is at with the broken fence that is adjacent to your property. We investigated the fence and it is clear to us that the entire wooden fence needs to be replaced. We also feel that replacing the entire fence line with another wood fence is not a good idea because it is very difficult to maintain and repair. We have four options: 1) The City hires a contractor to repair the spot in the fence where is it broken with a new fence portion. The upside is that this could be done fairly quickly. The downside is that it will look out of place and may not be prudent since the entire fence will need to be replaced within the next few years. 2) The City installs a guardrail the entire length of the fence. This is the best option to prevent another car from falling into the ravine, but doesn’t look as good as the other options. 3) The City install a black 4-foot cyclone chain-link fence the entire length of the fence. This is the most economical way to replace the fence. It will not prevent a car from going into the ravine in the same way as a guard rail, but it does look better. 4) We install a fancier fence that the Neighborhood Association wants. This will be more costly than we are willing to install on our own. The Neighborhood Association has voted to submit for a Neighborhood Enhancement Grant to fund this approach. The downside is that we would have to wait until June to begin this project because we could not install the fence prior to be awarded the grant. Also, the grant is not a guarantee so there is a chance that we wait and are not awarded the grant. Then, we will need to pick one of the other options. I have CCed the chair of your Neighborhood Association on this e-mail as well. Here is an example of this type of fence: There are examples of guardrails, chain-link fence, and the fancier fence along South Shore. So I don’t feel that any of these options would be out of place. We are currently working to get prices on these options. I welcome any feedback that you have on these options. If you want to talk in detail, please don’t hesitate to give me a call. -Anthony Anthony Hooper Public Works Director P: (503) 697-7422 www.ci.oswego.or.us Hi Jan and Peter, We found an ornamental black fence. It is slightly different than the one that is in other spots on South Shore, but it is very close. The main difference is that it is a bolt-on fence instead of a welded fence. This is vastly more cost effective. It also will let us replace panels on the fencing (instead of the whole fence) should a car run into it in the future. The welded version could run into the $50,000 range since it is a custom fence and is not readily made anywhere, and because the installation cost would be expensive. The good news is that the proposed fence (as shown in the attached photo) is reasonably priced. It is $9,945.00. This cost also includes installation. There is another version called the Montage II, but it adds $14,590.00 on top of the $9,945.00 for a material that isn’t that much better. The reason for the steep jump in price is that the Montage II is rarely purchased and is a custom fence whereas the Montage I is heavily used and is common in production. If the Public Works Department were to choose and install a fence on its own, then we would install the black chain link fence at the cost of $5,285. I would propose that your neighborhood association submit for a grant for the difference in cost between the chain link fence and the upgraded ornamental fence, which comes to $4,660. The City will haul away the existing wood fence, so we will not need to pay for the demo price of $1,120. Please let me know if the fence in the attached photo is acceptable to you. Thank you for your help and feedback. -Anthony Anthony Hooper Public Works Director P: (503) 697-7422 www.ci.oswego.or.us Hi Anthony, Thinking this fence option will work well. Wondering if the insurance proceeds can bridge some of this funding gap as well? On that note, I have been in contact with the insurance company who is now no longer willing to let me pursue the claim since the damaged property belongs to the City. They do seem very willing to accept the claim but someone from the City needs to follow up with them at this point. Thank you, Peter Aronson Franchisee | Great Clips Mobile/Direct: 503.201.7972 | peter.aronson@greatclips.net Neighborhood Enhancement Program Application Page 1 2017-2018 PURPOSE: The purpose of the Neighborhood Enhancement Program (NEP) is to support partnerships between the City and neighborhoods by providing grants to qualified organizations for projects that provide a public benefit to the community. ELIGIBLE PROJECTS & FUNDING: Grants will be awarded to projects meeting the criteria outlined on p. 1 of the NEP Program Guide. Project ideas can be found on p. 2-3 of the Guide. The City’s projected funding for the Neighborhood Enhancement Program is $60,000 for the 2017-18 fiscal year. Grant awards will generally be limited to $10,000 per neighborhood. If your association is partnering with another association on a larger project, please note the partner organization/s under Requested Grant Amount and Neighborhood Association below. SECTION 1: APPLICATION SUMMARY AND CONTACT INFORMATION ORGANIZATION: Old Town Neighborhood Association PROJECT COORDINATOR: Richard Reamer NAME OF PROJECT: Sidewalk Poetry Project TITLE IN ORGANIZATION: OTNA Vice-Chairperson REQUESTED GRANT AMOUNT: Sidewalk poetry - $2500 ADDRESS: 398 Furnace St Lake Oswego, OR 97034 NEIGHBORHOOD ASSOCIATION: Old Town Neighborhood Association PHONE: 503.635.8977 Have you previously applied for a grant? If yes, year(s) requested. Yes. 2016/17, 2015/16, 2013/14, 2010/12, 2006/07 EMAIL: rereamer@comcast.net Neighborhood Enhancement Program 2017-2018 Grant Application Neighborhood Enhancement Program Application Page 2 2017-2018 SECTION 2: PROJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE Description: (Clearly describe your project in as much detail as possible. For neighborhood signs, please include the proposed sign design, a site plan and photo(s) as attachments to the application.) The Sidewalk Poetry project will etch pieces of poetry selected by a committee from the Old Town Neighborhood Association and the Arts Council in three sections of sidewalk in the Old Town neighborhood. The poetry will be selected from submissions in a city wide competition. The poetry guidelines will be designed to limit the length in lines and characters to facilitate the poems installation and to insure text and subject matter are appropriate for the general public. Budget: (Outline in as much detail as possible, how your requested funds would be used. Please note that neighborhood parties, picnics, and other social events are generally limited to $300. If you are purchasing more than $5,000 in goods or services from a single vendor/contractor, submit copies of your bids with the application. See Program Guide p. 4, Step 7.) The contractor is Stone Creations Northwest, 2900 SW Cornelius Pass Rd #227 Hillsboro, OR. This is the only known licensed contractor with a mobile unit. His verbal estimate was $1000 for the first installation and $750 for each additional installation. The total for three panels is $2500. Location: (Please include a map, photo, and rough site plan of the location if proposing a physical improvement.) The proposed siting of the sidewalk poetry will at the corners of Durham and Leonard, Durham and Church and Durham and Wilbur. The etchings will be situated so that as you read the historic street signage the poetry will be on the sidewalk to your left. Photos attached. SECTION 3: CRITERIA Please provide a narrative describing how your project meets the criteria listed below. 1. The project will provide a public benefit to the Lake Oswego community. (Describe how your project will benefit the neighborhood and/or community. This is your opportunity to demonstrate the benefit and value of your proposed project.) The sidewalk poetry project fits perfectly with the neighborhoods historic relevance. People from the community walk our neighborhood viewing the historic sites that include the Worker’s Cottage on Wilbur, visiting the Little Free Library and going to and from events and activities in George Rogers Park. The poetry will be situated near the street signs that describe the historic significance of the street names. Neighborhood Enhancement Program Application Page 3 2017-2018 2. The project has neighborhood/community support and committed volunteers for implementation. (Please attach a letter of support from the neighborhood association that notes how support was demonstrated, i.e. number of votes at association meeting. In the space below, please describe your project volunteers.) OTNA has eleven active board members who all support the projects. We have done these small neighborhood events in the past and a number of members have volunteered. 3. For physical improvements, be located on public land. (If you are proposing a physical improvement, e.g., neighborhood sign, bench, artwork, please work with the City to verify that your location is on public property.) The sidewalk poetry project will accomplished at the three sidewalk locations indicated near the historic street signs. 4. The project is no or low-maintenance (and will be maintained by volunteers). (Note: The City will not maintain the improvement unless prior agreed upon arrangements have been made.) The poetry in the sidewalk portion of the grant will require no maintenance from the city as the sidewalk etching will be very shallow causing no tripping hazard or violation of ADA standards as we understand them. If debris falls on the etchings, it will be swept away like any other debris falling on the sidewalk and the neighborhood will be monitoring it on practically a daily basis to insure it is reasonably clear. We are not concerned about damage as we realize the etchings will take normal wear and tear of any sidewalk and if the sidewalk should crack then there will be a crack. 5. Not fund ongoing expenses. (If applicable, describe how funds are for a one-time expenditure, rather than funding ongoing annual expenses.) This grant will not fund any ongoing OTNA expenses. 6. For emergency preparedness projects, fund shared resources, rather than individual preparedness items. (Describe how your project will provide neighborhood or community-wide benefit, be paired with training or support an event.) Not applicable. 7. Parties, picnics and other social events are limited to $300 in grant funds (Please address this criteria in the Budget description in Section 2 of the application.) N/A Neighborhood Enhancement Program Application Page 4 2017-2018 8. The project can be completed and all invoices submitted by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. (Include the proposed timeline for the project.) We are planning for the sidewalk poetry project to be completed and unveiled at the same time as the citywide Iron Furnace event in September 2017. The project will be completed and invoiced well in advance of the deadline. Additional Considerations: 9. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program grant. (If there are insufficient funds to award all proposed projects, qualified projects in neighborhoods that have never received an NEP grant may receive priority.) The 2016/17 NEP grant for a celebration of the 150th Furnace Anniversary was unused because of a similar Historical Society city wide event. The 2015/2016 NEP Grant replaced the historic street signs. The 2013/2014 grant was for a party for the 25th Anniversary of the Old Town Neighborhood Association. The 2010/2012 grant was for the installation of two laminate signs identifying the historic sites in the neighborhood. 10. If applicable, describe matching funds or in-kind contributions. (This may help to prioritize projects, if necessary.) In-kind contributions for the sidewalk poetry project will include participation of the Arts Council and OTNA in selection of the poetry pieces to be used. SECTION 4: PREREQUISITES All items are required to be met prior to submittal. Please check off the items that have been satisfied. xx A designated project coordinator has been assigned. xx The NEP coordinator has reviewed the proposed project prior to the application being submitted. xx A letter of support from the City-recognized neighborhood association has been submitted with the application. At attachment 1. xx Where applicable, contractor/vendor bids have been obtained to support requested funds. SECTION 5: SUBMITTAL CHECK LIST Please check off all items below that have been included as part of your application submittal. All documents should be reproducible on 8-1/2” x 11” paper. Incomplete applications will not be considered. Neighborhood Enhancement Program Application Page 5 2017-2018 xx Completed Application (including the narrative addressing the criteria) xx Letter of support for the project from the City-recognized neighborhood association xx Contractor/vendor bids where applicable For physical improvements: xx Map and Site Plan – showing existing features (vegetation, structures, etc.) and proposed improvements. xx Photos – showing existing site For street trees:  Supplemental street tree application Paperless applications are encouraged! E-mail completed application materials to Sarah Selden at sselden@lakeoswego.city. Or, mail completed applications or drop them off at City Hall (380 A Ave, 3rd Flr. Planning Dept.): Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego PO Box 369 Lake Oswego, OR 97034 Questions? Contact Sarah Selden at 503-697-6524 or visit the City’s web site for more information at http://www.ci.oswego.or.us. Staff assistance is available as organizations plan their project and gather resources. APPLICATIONS DUE: Monday, May 1, 2017 by 5:00 p.m. Atch 1 OTNA 2017/18 NEP Grant Application Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego PO Box 369 Lake Oswego, OR 97034 April 20, 2017 SUBJECT: Old Town Neighborhood Association NEP Grant Application Sarah: This letter is to confirm our neighborhood association’s support of the 2017-2018 NEP Grant Application submitted to you. We have enough volunteers from our board to coordinate all elements in the event and the motion to proceed with the application was passed by a unanimous vote of 9-0 at the April 13, 2016 board meeting. Yours Truly, signed Richard Reamer, Vice Chairperson Old Town Neighborhood Association Neighborhood Enhancement Program Application Page 1 2017-2018 PURPOSE: The purpose of the Neighborhood Enhancement Program (NEP) is to support partnerships between the City and neighborhoods by providing grants to qualified organizations for projects that provide a public benefit to the community. ELIGIBLE PROJECTS & FUNDING: Grants will be awarded to projects meeting the criteria outlined on p. 1 of the NEP Program Guide. Project ideas can be found on p. 2-3 of the Guide. The City’s projected funding for the Neighborhood Enhancement Program is $60,000 for the 2017-18 fiscal year. Grant awards will generally be limited to $10,000 per neighborhood. If your association is partnering with another association on a larger project, please note the partner organization/s under Requested Grant Amount and Neighborhood Association below. SECTION 1: APPLICATION SUMMARY AND CONTACT INFORMATION ORGANIZATION: PROJECT COORDINATOR: NAME OF PROJECT: TITLE IN ORGANIZATION: REQUESTED GRANT AMOUNT: ADDRESS: NEIGHBORHOOD ASSOCIATION: PHONE: Have you previously applied for a grant? If yes, year(s) requested. EMAIL: Neighborhood Enhancement Program 2017-2018 Grant Application Neighborhood Enhancement Program Application Page 2 2017-2018 SECTION 2: PROJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE Description: (Clearly describe your project in as much detail as possible. For neighborhood signs, please include the proposed sign design, a site plan and photo(s) as attachments to the application.) Budget: (Outline in as much detail as possible, how your requested funds would be used. Please note that neighborhood parties, picnics, and other social events are generally limited to $300. If you are purchasing more than $5,000 in goods or services from a single vendor/contractor, submit copies of your bids with the application. See Program Guide p. 4, Step 7.) Location: (Please include a map, photo, and rough site plan of the location if proposing a physical improvement.) SECTION 3: CRITERIA Please provide a narrative describing how your project meets the criteria listed below. 1. The project will provide a public benefit to the Lake Oswego community. (Describe how your project will benefit the neighborhood and/or community. This is your opportunity to demonstrate the benefit and value of your proposed project.) 2. The project has neighborhood/community support and committed volunteers for implementation. (Please attach a letter of support from the neighborhood association that notes how support was demonstrated, i.e. number of votes at association meeting. In the space below, please describe your project volunteers.) 3. For physical improvements, be located on public land. (If you are proposing a physical improvement, e.g., neighborhood sign, bench, artwork, please work with the City to verify that your location is on public property.) 4. The project is no or low-maintenance (and will be maintained by volunteers). (Note: The City will not maintain the improvement unless prior agreed upon arrangements have been made.) 5. Not fund ongoing expenses. (If applicable, describe how funds are for a one-time expenditure, rather than funding ongoing annual expenses.) 6. For emergency preparedness projects, fund shared resources, rather than individual preparedness items. (Describe how your project will provide neighborhood or community-wide benefit, be paired with training or support an event.) Neighborhood Enhancement Program Application Page 3 2017-2018 7. Parties, picnics and other social events are limited to $300 in grant funds (Please address this criteria in the Budget description in Section 2 of the application.) 8. The project can be completed and all invoices submitted by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. (Include the proposed timeline for the project.) Additional Considerations: 9. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program grant. (If there are insufficient funds to award all proposed projects, qualified projects in neighborhoods that have never received an NEP grant may receive priority.) 10. If applicable, describe matching funds or in-kind contributions. (This may help to prioritize projects, if necessary.) SECTION 4: PREREQUISITES All items are required to be met prior to submittal. Please check off the items that have been satisfied. † A designated project coordinator has been assigned. † The NEP coordinator has reviewed the proposed project prior to the application being submitted. † A letter of support from the City-recognized neighborhood association has been submitted with the application. † Where applicable, contractor/vendor bids have been obtained to support requested funds. SECTION 5: SUBMITTAL CHECK LIST Please check off all items below that have been included as part of your application submittal. All documents should be reproducible on 8-1/2” x 11” paper. Incomplete applications will not be considered. † Completed Application (including the narrative addressing the criteria) † Letter of support for the project from the City-recognized neighborhood association † Contractor/vendor bids where applicable For physical improvements: † Map and Site Plan – showing existing features (vegetation, structures, etc.) and proposed improvements. † Photos – showing existing site For street trees: † Supplemental street tree application Neighborhood Enhancement Program Application Page 4 2017-2018 Paperless applications are encouraged! E-mail completed application materials to Sarah Selden at sselden@lakeoswego.city. Or, mail completed applications or drop them off at City Hall (380 A Ave, 3rd Flr. Planning Dept.): Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego PO Box 369 Lake Oswego, OR 97034 Questions? Contact Sarah Selden at 503-697-6524 or visit the City’s web site for more information at http://www.ci.oswego.or.us. Staff assistance is available as organizations plan their project and gather resources. APPLICATIONS DUE: Monday, May 1, 2017 by 5:00 p.m. April 30, 2017 Uplands Neighborhood Association (UNA): NEP Grant Application UNA E.P. Chair: Daniel McCulloch 2050 Wembley Park Road Lake Oswego, OR 97034 503-975-7984 dmcc.austin@gmail.com Section 2: Project Description, Budget & Location If Applicable Description: NEP Grant funds will be used to purchase a specified list of emergency supplies that will be stored in a secured shipping container and utilized by the community in the event of a large-scale disaster. NEP funding will be utilized to purchase the following: 1. Roll Stretcher (Qty. 2) 2. Triage Tape(s): Red, Green, Yellow, Black (Qty. 2 of each) 3. 50-Person Trauma First Aid Kit(s) (Qty.2) 4. Glow Sticks (Qty. 2 packs) 5. Paracord (Qty. 100 ft.) 6. Utility Rope (Qty. 128 ft.) 7. 10 lb. ABC Dry Chemical Fire Extinguisher (Qty. 2) 8. Nitrile Disposable Gloves (Qty. 1 case) 9. BaoFeng 2-Way Radios (Qty. 4) 10. BaoFeng Extended Battery Packs (Qty. 4) 11. LifeStraw Community (Qty. 1) 12. 10’x22’ Slab Foundation (Qty. 1) Budget: $4,757.71 (Please see attached documents for further information and images of supplies) Location: Proposed location of storage shipping container: Uplands Elementary School (Proposed Location Indicated in BLUE) PCP R Section 3: Criteria 1. The Project will provide a public benefit to the Lake Oswego community. (Describe how your project will benefit the neighborhood and/or community. This is your opportunity to demonstrate the benefit and value of your proposed project.) The Uplands Neighborhood has been working on a cohesive Emergency and Preparedness Plan over the last few years and this is the next step in preparing us for a large-scale disaster. The requested supplies will be readily accessible by those in need, assist in running triage for the wounded, provide shelter for the displaced, and support staging for helicopter transport and supply delivery. Once the container and supplies are in place it will be possible to hold a neighborhood “meet and greet” event where the contents of the container would be available for viewing, demonstrations held, and other preparedness information provided. 2. The project has neighborhood/community support and committed volunteers for implementation. (Please attach a letter of support from the neighborhood association that notes how support was demonstrated, i.e. number of votes at association meeting. In the space below, please describe your project volunteers.) Preparedness zones and leaders for each have been established in the Uplands Neighborhood. The zone leaders are in charge of managing the preparedness of each zone, but will also have access (via combination lock) to the storage container in the event of an emergency/disaster. (Map and leader list is attached). Applying for the NEP Grant was proposed at the Upland Neighborhood Association meeting, held on April 20,2017. A motion was requested to accept the proposal and move forward with the next step in the application process. A unanimous “yes” was the conclusion upon voting. Please see attached supporting documentation for additional evidence of approval. 3. For physical improvements, be located on public land. (If you are proposing a physical improvement, e.g. neighborhood sign, bench, artwork, please work with the City to verify that your location is on public property.) The proposed location of the shipping container is adjacent to the existing shipping container located at Uplands Elementary School. (See above for map and enlarged image.) A 10’-0”x 20’-0” slab is necessary as to provide a foundation for the shipping container to rest on. Minimal excavation is necessary and a typical 4-6” thick slab will provide ample support. 4. The project is no or low-maintenance (and will be maintained by volunteers.) (Note: The City will not maintain the improvement unless prior agreed upon arrangements have been made. The shipping container is to be used and donated from the city of Lake Oswego. The supplies within the container are not be perishable. The Emergency and Preparedness Chair for the Uplands Neighborhood Association will have the responsibility of maintain the storage container and supplies within. 5. Not fund ongoing expenses. (If applicable, describe how funds are for a one-time expenditure, rather than funding ongoing annual expenses.) The proposed list of supplies is intended to be a one-time purchase and any further maintenance thereof will be the responsibility of the Uplands Neighborhood Association. 6. For emergency preparedness projects, fund shared resources, rather than individual preparedness items. The container and supplies will be secured using a combination lock. The code for the lock will be given to each of the Section Leaders (see attached map and list) and each board member of the Uplands Neighborhood Association, with the intent of having the supplies accessible and available for the entire neighborhood to use in the event of an emergency. 7. Parties, picnics, and other social events are limited to $300 in grant funds (Please address this criteria in the Budget description in Section 2 of the application.) N/A 8. The project can be completed and all invoices submitted by the end of the grant cycle (June 30, 2018). A project report can be submitted by August 31, 2018. (Include the proposed timeline for the project.) Proposed Timeline: July 2017 -City Council Awards Grant. -Foundation poured and cured. -Shipping container ordered, received, and placed. -All supplies ordered. -Lock is purchased, combination given to designated residents. July-September 2017 -Receive all supplies. *All materials/supplies to be placed in container immediately following inspection. February 2018 -Check interior for leaks, check exterior for damage, document damage and repair as necessary. August 31, 2018 -Project Report Deadline -Check interior for leaks, check exterior for damage, document damage and repair as necessary. -Neighborhood “Meet The Box” event (container open for resident viewing and education on supplies/E.P.) February 2019 -Check interior for leaks, check exterior for damage, document damage and repair as necessary. August 2019 -Check interior for leaks, check exterior for damage, document damage and repair as necessary. 5. Describe any past projects that your neighborhood has completed through a Neighborhood Enhancement Program grant. (If there are insufficient funds to award all proposed projects, qualified projects in neighborhoods that have never received an NEP grant may receive priority.) 1) In 2013, NEP grant funds were awarded to provide information kiosks in various locations around Iron Mountain. This was done in conjunction with the Lake Grove Neighborhood Association. 2) In 2015, NEP grant funds were also awarded to purchase signage for four new trailheads in Springbrook Park. 10. If applicable, describe matching funds or in-kind contributions. (This may help prioritize projects, if necessary.) None at this time. OJECT DESCRIPTION, BUDGET & LOCATION IF APPLICABLE UPLANDS NEIGHBORHOOD 2017 Neighborhood Enchancement Grant Requested Supply List Rev. 04.25.2017 Item Price Qty.Extended Shipping Total Total Qty. Authorized Revised Shipping Total Website Roll Stretcher $31.00 2 $62.00 $14.99 $76.99 Stretcher Triage Tape- Red Immediate $2.99 2 $5.98 $0.00 $5.98 Triage Tape Triage Tape - Green - Minor $2.99 2 $5.98 $0.00 $5.98 Triage Tape Triage Tape - Yellow - Delayed $2.99 2 $5.98 $0.00 $5.98 Triage Tape Triage Tape - Black - Deceased $2.99 2 $5.98 $13.80 $19.78 Triage Tape 50-Person Trauma First Aid Kit $239.97 2 $479.94 $46.54 $526.48 Trauma Kit Glow Sticks (Multi-Color 12 pack)$14.99 2 $29.98 $7.98 $37.96 Glow Sticks 100' Paracord $9.59 1 $9.59 $3.99 $13.58 Paracord 64' Utility Rope $19.99 2 $39.98 $11.98 $51.96 Utility Rope 10LB ABC Dry Chemical Fire Extinguisher $58.00 2 $116.00 $29.99 $145.99 Fire Extinguisher Nitrile Disposable Gloves (Case)$57.00 1 $57.00 $0.00 $57.00 Nitrile Gloves BaoFeng UV-82L Two Way Radio $28.83 4 $115.32 $15.96 $131.28 Two-Way Radio BaoFeng UV-82 BL-8 AAA Battery $15.69 4 $62.76 $15.96 $78.72 Extended Battery Pack LifeStraw Community $529.99 1 $529.99 $0.00 $529.99 Life Straw Concrete 10'x22' Foundation $3,000.00 1 $3,000.00 $0.00 $3,000.00 Combination Lock $50.95 1 $50.95 $19.09 $70.04 Combo Lock Subtotal: $4,577.43 $180.28 $4,757.71 Grand Total: 2186 2176 2148 1930 1950 1952 2134 2130 217421 6 3 1903 17811870 1860 185014390 144001828 14410 14420 14424 1443 51452114531 146351 8 8 0 2131 2121 2167 2171 18402051 2071 2081 2095 2101 21092000COUNTRY230113640136201365813570 1005175114100 14130 14138 14371 13855 13851 13841 13831138211 3 8 2 0 138 3 0 13840 13850 14120 1410014101 14121 14145 1415114150 14122 181818491899180314161 14141 14101 14081 10551111140115011505160115021590160414220 14230 14231142211421114201 14380 14370 14360 14280 14260 14250 1957 1954 1982 1989 14255 19981 9 6 6 1934 1959199120211 9 8 0 14073 14061 14051 14001 13801 13701 13600 13800 13900 14000 140 6 6 14080 13961 13881 1380013 7 3 1 13 7 4 5 1 3 7 5 1 137461373013733137901376013750137401378013756137681380113795 13701 13781 13741 13699 13501 13611 13615 1358513595 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A3290 2425 2190229422 9 0 22862180 2200 2292 232 3 23312 3 1 1 22512 2 0 0 2 1 8 0 11509201196140020 9 8 21 0 021262066217021602150 239917701700160015001400135024052400(PRESTWICK)24102 1 0321332155 212015961550115459154 1 1 1933 18101820190019061920185015301 15393 15469170315530155081 5 4 7 6 1 5 4 4 2 1540015340155 5 1563157115791595160316191551915511154951552 4 1552 8 15532 15536 15540 15548 15564 15578 155 9 6 15 6 2 0 1 5 6 2 8 15 6 0 7 15599 15591 15583 15575 15567 15559155511554315535155271606 15199 1519515200 154671921 1545115 4 3 5 154 2 7 1 9 5 3 1901 1 5 5 6 6 1 9 5 0 15550 15537 155 4 5 1 5 5 5 5 1 5 5 6 51556915577 15448154622 0 9 7 163516271643165116671 6 7 1 1 6 7 5 1 6 8 3 1687 1691 1695 16991632164616581670 1692 1708 1700 15 6 1 5 15731575 15 7 8 158415881592160015 6 3 1156471567115655 189018701844 18 5 0 1818 1804 181018381947 1953 196 1 1 9 6 7 1 9 9 1 1 9 8 1 1898 1918 1 9 3 3 1 9 4 3 196 9 2025 1 9 3 0 1 9 7 0 19802007 19 9 1 19831990 2000 2008 2016 202 2 20052011(INDIAN TR)15203 9472 2 2 0 2 1 1 2 2 1 0 1 20032013 2 0 3 3 2 0 4 3 2 0 6 3 2 0 8 3 2 0 9 4 2 0 8 4 2 0 6 4 2 0 4 4 200420142 2 4 0 15 6 2 3 15921547915488 2 0 2 3 13001190250113932 13985 13900 13930 14074 14140 14162 14190 14731 14727 147111482514751147711481314664 14674 14677 14669 14666 14700147 8 836003500 14636 14584 14599 14611 14584 14536 14627 324032523270 64 66 68 70 67 717375773 5 78 76 74 72 32 7 5 326932 4 1 14 5 2 7319014485 3 1 4 4312 2 14520 14542 14561 14491 14461 14433 14444 14480 14550 16 15 14 13 12 6 5 4 3 2 1 14181 14179 13945 13935 14071 13 9 0 1 13903 13915 2900 1442430903011303130493 0 6 1 30771430014301 14311 14331 14333 14332 14342 14352 143721436214341 14361 14 3 7 1 1 4 3 8 11439114401144211443114481 145 0 1 14 5 5 514595 30933 1 1 9 16 18 20 22 7 63 59 57 55 53 51 62 60 58 2 4 6 108 12 14 16 23 21 1917151197 5 56 54 52 5048 46 44 22 20 18 16 6 4 2 43 41 35 20 18 16 14 12 10 8 6 22 25 23 21 17 15 19 11 9 4 2 20 18 16 14 12 10 1 3 2 1 3 0 128 126 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OFFICE O.L. COUNTRY CLUB OF CHRIST CHURCH L.O. UNITED OF CHRIST CHURCH FIRST COUNTY RIVERS WEST CHURCH COUNTYCOMMUNITY CHURCH 130 POOL WOODMONT PARK SPRINGBROOK PARK OSWEGO LAKE COUNTRY CLUB SPRINGBROOK PARK L.O. INDOOR TENNIS CENTER CAMPBELL NATIVE IRON MOUNTAIN PARK JANTZEN ISLAND BETH RYAN NATURE RESERVE 361114 0 1 0 LAKE OSWEGO COUNTY COUNTYLAKE OSWEGOCOUNTYLAKE OSWEGO1978 LAKE OSWEGO COUNTY 2222 220121752161215120631960 14261 14267 14275 14084 20 9 0 20 0 0 11 9 9 1 1 9 3 PORTL A N D & W E S T E R N R A I L R O A D COUNTY LAKE O S W E G O COUNTY LAKE OSWEGO LAKE OSWEGOLily Bay LAKE OSWEGOLAKE OSWEGO LAKE OSWEGORainbow End Lake COUNTYIRON MOUNTAIN PARK 1977 1965 1-10 149561-(DUNCAN)2899 13880 14005 14108 (FIR RIDGE ROAD)ROADWEMBLEYVERTECOURTCLUBSHIREVA CTHEATHROWLNBRIDGE CTCOU N T R Y CREST WAY STREET PARK LN TRCTVILGE DRIVELAVILLAGE DIAMONDHEADMOUNTAIN BOULEVA R D IRON RI D G EDRIVESUNDELEAFLIS FFATLSFA TICMAJESDRIVERESH COUNTR Y CLUB ROAD TWIN FIR ROAD ROADWEMBL E Y PARK RO A D T O U C H S T O N E DRIVE RIDGECRES T LANEWOOD ROAD FIRROADMOUN T A I N BOUL E V A R D IRON VILLAGEDRIVEHALVORSONEGAN WAY DRIVE HAZEL SHIREVA WEMBLEYROAD ROAD WAYEGANCTDOLPHCOUNTRY CLUBROADKNAUSCTREDWOODCTCAMEOATWATERROADKNAUSKNAUSROAD PLACEWEMBLEY CTPARKROAD DRIVE ROAD UPLAND SJOHNSONTERRACE DRIVE RI D G E C R E S T DRIV EGOODALL GLENEA G L E S PL A C E RIDGE ROAD EAG L E S IRON RD BROOKSID E CIRCLE TWINGL E N ROAD WEMBLEY FIRRO A DBOONESLANEWAYBROOK CT DEVONSHIRE EDGEMONT MURWOODDOUGLASCT TWIN FIR MOUNT AI N BOULE V A R DTWINFIRROAD P R E S T W I C K FAIRW A Y WEMBLEYROAD R O A D CREST GLENAE ROAD GL IN DI ANLAGE AILOAKCT TWIN PO INTS VIL VIEW LAKE CT PARK LASUMMIT N ELILY DRIVEPARKVICTLLAGE DRIVE BAYBAYCT VIEW L A N E L A N E NORTH W O O D ROAD RIDGE W O OD PARK R O ADESTERRACESTONEDRIVEDORISCTPHY L RAI N B O W DIANEAVENUETOUCHSTONE PLACECOURT WHEATHERSTONE PARKWAYLERCCISNHELET.STOUCHSTONEYORICK COURTOTHEL L O NIUSLOPOKERRCT ADAMS TH E G R O T T O CIRCLE MOUNTAIN CT CANDUNDRIVE TEMPEST PLACEOK BRO FERRYBOONESDRIVE GLEN EAGLES CT DRIVE 137641979TRACT A 39341394 7 198515481 31181200137313 056 137 8 3 13770KNAUSKNAUS14062 1407 0 14067 (W PK RD)310215654 T.P.RDNORTHSHOREROAD147 9 0 LO COUNTY COUNTY 3101DUNCAND U N C A N 1 5 6 5 VILLAGE ON THE LAKE EASEMENT 1 5 6 7 UPLANDS EASEMENT18802990CLUB2455DUNC A N TOUCHSTONE TOWNHOUSES TANGLEWOOD HILLS CONDOS 11-18 19-28 65-74 147112401(POLONI U S) HUNT CLUB LAKE OSWEGO LAKE OSWEGO JR. HIGH SCHOOL LAKE OSWEGO HIGH SCHOOL SCHOOL DISTRICT ADMINISTRATION OFFICE 13801 14350BF1449014 6 1 0 14 7 0 0 1 3 7 7 7 1 3 7 6 5 13725 13942 1 0 0 (O . S . )1800371513766PRESTWICK PARK 13707 (KNAUS) TOUCHSTONE PARK (PRIVATE) 49 GROUPHOME ROAD15083 TRAILHEAD311931153105 9258 7 14106 14110 13705 14128 14144 13648 13624 13912 13888 14050 1909 GARDEN ROSARIAN17961363613612 COUNTY 1915 Uplands Neighborhood Association ³0 300 600 900 1,200150Feet 09/23/2013 - City of Lake Oswego April 20, 2017 Uplands Neighborhood Association: Earthquake and Disaster Preparedness -Section Captains- A- Leader Needed B- Karen Jones C- Frank Gray D- Mariann Wells/Brian Spahr E- Tom Bland F- Ray Hanson/Andre DeBar G- Carey Blem/Andre DeBar H- Walt Hodges/Robert Newall I- Leader Needed J- Jim Evans/Doug McKean K- Bob Ervin/Kristine Williams L- Paul and Helen Lyons M- Ann Lider/Ed Quesenberry/Daniel McCulloch N- Ginny Haines O- Will Denecke/Steve Sanders P- Jann Lane/Jenna ______, Patty Schaffer, Carol _____ Q- Melissa Cadish/Alin or Khristi Johnston R- Robert Frisbee S- Stephanie Wagner T- Stephanie Wagner U- Jim Benny V- Leader Needed W- Janet Livesay/Lee _____ X- Steven Sanders Uplands Neighborhood Association 4/20/17 2017 NEG Application Roll Stretcher-Triage Tape(s)- Red: Immediate Green: Minor Yellow: Delayed Black: Deceased PG. 1 Uplands Neighborhood Association 4/20/17 2017 NEG Application Trauma Kit- PG.2 Uplands Neighborhood Association 4/20/17 2017 NEG Application Glow Sticks-64' Utlity Rope- 100' Paracord- PG. 3 Uplands Neighborhood Association 4/20/17 2017 NEG Application Nitrile Gloves- Fire Extinguisher(s)- Two Way Radio with Extended Battery Pack PG.4 Uplands Neighborhood Association 4/20/17 2017 NEG Application Community LifeStraw-Lock- PG. 5 HAL’S CONSTRUCTION INC. SINCE “1973” 20666 S HWY 213 OREGON CITY, OR 97045 (503)656-4999 FAX (503)656-5961 www.halsconstruction.com OR Seth@halsconstruction.com WBE CERTIFIED #2315 WA# HALSCI*158KG CCB#34434 PROPOSAL PROPOSAL SUBMITTED TO: Uplands Elementary DATE: 4-27-17 ATTN: Daniel PHONE: 503-975-7984 E-MAIL: dmcc.austin@gmail.com FAX: JOB NAME AND LOCATION: 2055 Wembley Park Rd. Lake Oswego, Oregon JOB CONTACT: Seth JOB PHONE: 503-793-3156 WE HEREBY SUBMIT SPECIFICATIONS AND ESTIMATES, SUBJECT TO OUR STANDARD TERMS AND CONDITIONS, AS FOLLOWS: Excavate 11'' of soil over a 12'x16' area. Infill 3'' of 3/4 minus rock compacted. Setup forms and pour a new 12'x16'x8'' deep slab with wire mesh. 4,000# concrete. Excavation, dirt haul off, rock placement and new 12'x16'x8'' concrete pad. TOTAL=$4,830 THANK YOU FOR THE OPPORTUNITY TO BID YOUR PROJECT, PLEASE CALL WITH ANY QUESTIONS, Seth Keith THIS PROPOSAL MAY BE WITHDRAWN BY HAL’S CONSTRUCTION INC, IF NOT ACCEPTED WITHIN 45 DAYS. 503-793-3156 Accepted: the above prices, specifications and conditions are satisfactory and hereby accepted. You are authorized to do the work as specified. All permits are the owner’s responsibility. I understand that full contract details are available upon request. Cost of escalation for asphalt: contractor’s proposal herein is based upon local vendor posted prices for liquid asphalt as of the date of contractors proposal. In the event the actual prices exceed such posted prices, the contract price shall be equitably adjusted by change order to reflect such increase. Contractor reserves the right to terminate this agreement if an equitable adjustment cannot be agreed upon by contracting party and contractor. Payment for any such adjustment shall be made in accordance with the terms and conditions of this agreement. Attorneys Fees: Should any party bring a claim in breach of this agreement, then the prevailing party shall recover from the party found in breach such party's reasonable attorneys fees and litigation costs. Terms: Accounts will be considered “past due,” if not paid according to the terms set forth hereinabove, and will accrue interest at the rate of 1.5 % per month, starting from 30- days from the due date. Summary of Required Construction Contractor Board (CCB) Consumer Notices: Oregon law requires construction contractors to give homeowners certain notices before and during a construction project.. It is important to read and understand these forms that are attached. (a) Consumer Protection Notice – (b) Information Notice to Owner About Construction Liens – (c) Notice of Procedure – Explanation of Property Owner’s Rights: 1. Consumers have the right to receive the products and services agreed to in the contract. 2. Consumers have the right to resolve disputes through means outlined in the contract. 3. Consumers have the right to file a complaint with the CCB. Any arbitration or mediation clauses in the contract may prevent the CCB from processing. If this contract is a residential construction project, then by signing this contract, Customer acknowledges receipt from Hal’s Construction, Inc. of all three notices referenced hereinabove as (a), (b), and (c). PLEASE SIGN THIS PROPOSAL AND FAX OR MAIL BACK TO US IF YOU WOULD LIKE THE WORK DONE, THANK YOU. PRINT NAME: SIGN NAME : DATE:_____________________ Neighborhood  Enhancement  Program  Application  Page  1     2017-­‐2018   Descrilption                 PURPOSE:   The  purpose  of  the  Neighborhood  Enhancement  Program  (NEP)  is  to  support  partnerships   between  the  City  and  neighborhoods  by  providing  grants  to  qualified  organizations  for  projects   that  provide  a  public  benefit  to  the  community.         ELIGIBLE  PROJECTS  &  FUNDING:   Grants  will  be  awarded  to  projects  meeting  the  criteria  outlined  on  p.  1  of  the  NEP  Program   Guide.  Project  ideas  can  be  found  on  p.  2-­‐3  of  the  Guide.     The  City’s  projected  funding  for  the  Neighborhood  Enhancement  Program  is  $60,000  for  the   2017-­‐18  fiscal  year.  Grant  awards  will  generally  be  limited  to  $10,000  per  neighborhood.  If  your   association  is  partnering  with  another  association  on  a  larger  project,  please  note  the  partner   organization/s  under  Requested  Grant  Amount  and  Neighborhood  Association  below.     SECTION  1:    APPLICATION  SUMMARY  AND  CONTACT  INFORMATION   ORGANIZATION:   Waluga  Neighborhood  Association     PROJECT  COORDINATOR:   Cheryl  Uchida     Carol  Lavendar,  assist.  coordinator   NAME  OF  PROJECT:   Beautification  of  crosswalk  entrance  in  front   of  East  Waluga  Park     TITLE  IN  ORGANIZATION:   Cheryl  Uchida,  Co-­‐Chair   Carol  Lavender,  Board  member   REQUESTED  GRANT  AMOUNT:   $800       ADDRESS:   Project:  15505  Quarry  Rd.  97035   Cheryl:  15190  Quarry  Road   Carol:  4500  Galewood  St.   NEIGHBORHOOD  ASSOCIATION:   Waluga  Neighborhood  Association       PHONE:   Cheryl:  503-­‐635-­‐4131   Carol:  818-­‐395-­‐6887   Have  you  previously  applied  for  a  grant?    If   yes,  year(s)  requested.   Yes,  every  year  since  2005.     EMAIL:   Cheryl:  waiuga.neighborhood.association   @gmail.com   Carol:  carolinlc@aol.com         Neighborhood  Enhancement  Program   2017-­‐2018  Grant  Application   Neighborhood  Enhancement  Program  Application  Page  2     2017-­‐2018   SECTION  2:    PROJECT  DESCRIPTION,  BUDGET  &  LOCATION  IF  APPLICABLE   Description:   (Clearly  describe  your  project  in  as  much  detail  as  possible.  For  neighborhood  signs,  please   include  the  proposed  sign  design,  a  site  plan  and  photo(s)  as  attachments  to  the  application.)   We request to improve and beautify the landscape strip along the pedestrian pathway along Quarry Road. This year we are planning to improve two areas on each side of the crosswalk on the East Waluga Park side nearest the pump station structure. Our work will involve pulling weeds, working up the soil on either side of the entrance of the crosswalk leading toward Douglas Way, followed by planting appropriate native plants and spreading plant mulch around the planted area. We will take care in not selecting plants/shrubs that will impede pedestrian/vehicle visibility since this is a busy crosswalk used by school children walking or riding their bikes to/from Lake Grove Elementary School. Finally with the assistance from the Parks Maintenance Crew Leader, our neighborhood volunteers will water the newly planted area during the dry season. Additional work may include improving soil and adding plantings north of the pump station driveway and approaching the cement wall embankment. Soil wash down will be remedied by cutting the soil with a flat edge shovel near the edge of the concrete pathway.   Budget:     (Outline  in  as  much  detail  as  possible,  how  your  requested  funds  would  be  used.  Please  note   that  neighborhood  parties,  picnics,  and  other  social  events  are  generally  limited  to  $300.  If  you   are  purchasing  more  than  $5,000  in  goods  or  services  from  a  single  vendor/contractor,  submit   copies  of  your  bids  with  the  application.  See  Program  Guide  p.  4,  Step  7.)   As per Mark Touhey, LO Parks Maintenance Crew Leader, a load of soil amendment will cost approximately $150 and the plants will cost approximately $400. Native plants such as Sword Ferns and other low growing and hardy native plants will be selected by Mark. This park pathway beautification project will cost approximately $550. In addition to the above estimated costs for this project, we request a total of $200 for refreshments for our annual summer event, our annual neighborhood meeting and for the park beautification work party. Finally we will need approximately $50 for office supplies that includes printing, copying and other necessary office supplies. See attachment A: Budget request totaling $800 (this includes $550 in-kind charges)   Location:   (Please  include  a  map,  photo,  and  rough  site  plan  of  the  location  if  proposing  a  physical   improvement.)   Additional photos are also included, if we decide to do some additional landscaping work beyond the crosswalk area further north on the pathway nearest and approaching the cement wall embankment (on the street side of the pathway) taking care not to start too close to the Park maintenance driveway leading to the pump house. The crosswalk entrance is to the south of the driveway on Quarry Road. See Attachments B, C & D: photos for project area and map of work areas !   SECTION  3:    CRITERIA   Please  provide  a  narrative  describing  how  your  project  meets  the  criteria  listed  below.   Neighborhood  Enhancement  Program  Application  Page  3     2017-­‐2018   1. The  project  will  provide  a  public  benefit  to  the  Lake  Oswego  community.   Describe  how  your  project  will  benefit  the  neighborhood  and/or  community.  This  is  your   opportunity  to  demonstrate  the  benefit  and  value  of  your  proposed  project.)   The public will benefit from the addition of soil and plants on both sides of an entryway to East Waluga Park. This entry is at the crosswalk crossing Quarry Road to and from the Park. The addition of plants will greatly enhance the appearance of this entry area to East Waluga Park that is most visible to people driving by and walking and bicycling along Quarry Road.     2. The  project  has  neighborhood/community  support  and  committed  volunteers  for   implementation.   (Please  attach  a  letter  of  support  from  the  neighborhood  association  that  notes  how  support   was  demonstrated,  i.e.  number  of  votes  at  association  meeting.  In  the  space  below,  please   describe  your  project  volunteers.)   Waluga  neighborhood  had  hosted  two  other  successful  beautification  work  parties  in  the  past   years  in  front  of  E.  Waluga  Park  along  the  pedestrian  pathway  and  has  a  very  active  Friends  of   Waluga  Park  volunteers  to  help  with  the  natural  areas  of  East  and  West  Waluga  Parks.  We  value   our  neighborhood  parks  and  are  committed  to  making  it  look  beautiful  under  the  majestic   Douglas  Fir  and  Oak  Trees.  This  pathway  and  crosswalk  area  is  used  by  many  neighbors  of  all   ages  not  only  in  Waluga  neighborhood,  but  also  from  nearby  neighborhoods.  This   beautification  work  party  will  be  advertised  by  various  communication  means  and  business   representatives  may  offer  help  since  they  make  up  1/3  of  our  neighborhood.  With  assistance  of   the  Stewardship  coordinator,  tools  and  equipment  will  be  reserved  ahead  of  time  to  insure  that   the  volunteers  are  well  equipped  to  make  their  job  easier  and  efficient.   A  letter  of  support  for  our  NEP  grant  request  is  attached.  The  vote  from  our  board  was   unanimous  8-­‐0  to  support  this  project.     See  Attachment  E:  Waluga  Neighborhood  Board  letter  of  support     3.  For  physical  improvements,  be  located  on  public  land.     (If  you  are  proposing  a  physical  improvement,  e.g.,  neighborhood  sign,  bench,  artwork,  please   work  with  the  City  to  verify  that  your  location  is  on  public  property.)   Yes,  the  entire  beautification  project  and  refreshments  will  take  place  on  public  land/property.     4.  The  project  is  no  or  low-­‐maintenance  (and  will  be  maintained  by  volunteers).  (Note:     The  City  will  not  maintain  the  improvement  unless  prior  agreed  upon  arrangements  have  been   made.)    With  the  exception  of  Mark  Touhey’s  assistance  and  for  reserving  tools  and  equipment  from   Babs  Hamacheck  from  the  stewardship  program,  volunteers  will  maintain  this  project.       5.  Not  fund  ongoing  expenses.     (If  applicable,  describe  how  funds  are  for  a  one-­‐time  expenditure,  rather  than  funding  ongoing    annual  expenses.)   This  project  is  planned  to  begin  in  the  Fall  of  2017  and  will  not  be  an  ongoing  expense.             Neighborhood  Enhancement  Program  Application  Page  4     2017-­‐2018   6.  For  emergency  preparedness  projects,  fund  shared  resources,  rather  than  individual   preparedness  items.   (Describe  how  your  project  will  provide  neighborhood  or  community-­‐wide  benefit,  be  paired    with  training  or  support  an  event.)   N/A     7.  Parties,  picnics  and  other  social  events  are  limited  to  $300  in  grant  funds   (Please  address  this  criteria  in  the  Budget  description  in  Section  2  of  the  application.)    We  request  $200  for  parties,  picnic  and/or  other  social  events  including  the  beautification   work  party.     8.    The  project  can  be  completed  and  all  invoices  submitted  by  the  end  of  the  grant  cycle   (June  30,  2018).  A  project  report  can  be  submitted  by  August  31,  2018.   (Include  the  proposed  timeline  for  the  project.)   The  beautification  project  will  be  completed  in  the  Fall  of  2017  with  ongoing  plant  watering,  if   necessary  after  that  time.  Marketing  and  advertisement  for  the  work  party  will  occur  by  using   Waluga  Neighborhood  Association  website,  Facebook,  Nextdoor,  email  marketing  invitations,   possibly  LO  Review  and  Hello  LO  and  printing  and  posting  hard  copies  for  temporary  signs  at   onsite  location.  There  will  be  no  invoices  except  for  refreshments  and  office  supplies.       Additional  Considerations:   9.  Describe  any  past  projects  that  your  neighborhood  has  completed  through  a   Neighborhood  Enhancement  Program  grant.     (If  there  are  insufficient  funds  to  award  all  proposed  projects,  qualified  projects  in     neighborhoods  that  have  never  received  an  NEP  grant  may  receive  priority.)     Neighborhood  Association  Wooden  Signs  (2007-­‐8)     Waluganeighborhood.org  website  creation  and  development,  email  marketing     Beautification  plantings  along  E.  Waluga  Park/Quarry  Rd.  pathway  (2006-­‐7)     Re-­‐beautification  plantings  along  E.  Waluga  Park/Quarry  Rd.  pathway  (nine  years  later.)     Goal-­‐driven  Emergency  Preparedness  Plan  (2011-­‐12  until  2015)   Addition  of  two  streetlights  on  Douglas  Way  (2016-­‐17)   Pathway  improvement  and  landscape  plantings  along  Quarry  Road  between  Oakridge  Road  and   Lake  Fir  Apartment  driveway.  (2016-­‐17)   Adding  3-­‐5  more  Emergency  Preparedness  coordinators  representing  Douglas  Way  and  one   apartment  complex.  (This  project  will  need  a  4  months  extension  from  June30,  2017)     10.    If  applicable,  describe  matching  funds  or  in-­‐kind  contributions.   (This  may  help  to  prioritize  projects,  if  necessary.)    Mark  Touhey’s  time  for  consulting,  arranging  for  soil  amendment  delivery,  purchasing  the   plants  and  supervising  the  work  party.  The  value  is  of  his  time  will  not  be  overlooked,  however,   he  says  this  is  a  part  of  his  job.       SECTION  4:    PREREQUISITES     All  items  are  required  to  be  met  prior  to  submittal.    Please  check  off  the  items  that  have  been   satisfied.   Neighborhood  Enhancement  Program  Application  Page  5     2017-­‐2018   ✔A  designated  project  coordinator  has  been  assigned.   ✔The  NEP  coordinator  has  reviewed  the  proposed  project  prior  to  the  application  being     submitted.   ✔A  letter  of  support  from  the  City-­‐recognized  neighborhood  association  has  been  submitted          with  the  application.   N/A    Where  applicable,  contractor/vendor  bids  have  been  obtained  to  support  requested   funds.     SECTION  5:    SUBMITTAL  CHECK  LIST   Please  check  off  all  items  below  that  have  been  included  as  part  of  your  application  submittal.   All  documents  should  be  reproducible  on  8-­‐1/2”  x  11”  paper.  Incomplete  applications  will  not   be  considered.   ✔  Completed  Application  (including  the  narrative  addressing  the  criteria)   ✔  Letter  of  support  for  the  project  from  the  City-­‐recognized  neighborhood  association   ✔  Contractor/vendor  bids  where  applicable     For  physical  improvements:   ✔  Map  and  Site  Plan  –  showing  existing  features  (vegetation,  structures,  etc.)  and   proposed  improvements.   ✔    Photos  –  showing  existing  site       For  street  trees:   N/A  Supplemental  street  tree  application   Paperless  applications  are  encouraged!  E-­‐mail  completed  application  materials  to  Sarah  Selden   at  sselden@lakeoswego.city.     Or,  mail  completed  applications  or  drop  them  off  at  City  Hall  (380  A  Ave,  3rd  Flr.  Planning   Dept.):       Sarah  Selden   Neighborhood  Enhancement  Program   Planning  Department   City  of  Lake  Oswego   PO  Box  369     Lake  Oswego,  OR    97034     Questions?    Contact  Sarah  Selden  at  503-­‐697-­‐6524  or  visit  the  City’s  web  site  for  more   information  at  http://www.ci.oswego.or.us.  Staff  assistance  is  available  as  organizations  plan   their  project  and  gather  resources.     APPLICATIONS  DUE:    Monday,  May  1,  2017  by  5:00  p.m.       Attachment  A       Proposed  Budget  and  Operating  Expenses/Reimbursement  for  2017-­‐18  NEP  Grant     Waluga  Neighborhood  Association     Items  &  Quantity     Service  rendered   Estimated   Expenses  and   Grant  Request   Vendor  Budget  WNA  Direct   Reimbursement   Request     Beautification  Project    Soil  Amendment   $150.00  +   Plants  $400.00  =   $550.00   LO  Park  Maintenance   Dept.   $550     Office  Supplies,  printing  &   copying   (name  tags,  event  flyer   printing  &  promotionals,  etc.)   $50.00  Mostly  from  Office  Depot   and  Costco         $50.00         $50.00   Meeting  &  Event   Refreshments   (For  annual  summer  event,   annual  general  meeting  &  for   work  party)     $200.00  Haggen,  Trader  Joes,   Costco,  Cash  and  Carry,   etc.   $200.00  $200.00   Total  Budget/Funds  Request  $800.00    $800.00     ($550  in-­‐kind)   $250.00     (for  refreshments   and  office  supplies)     [note: all of the above items, quantity, costs, vendors are conservative estimates]                       Cross  Walk  Entrance                                   Right  Side  of  Cross  Walk  Entrance                       Left  of  Driveway  with  Soil  Washout                   Towards  Entrance  to  Park                     Embankment   April 22, 2017 Sarah Selden Neighborhood Enhancement Program Planning Department City of Lake Oswego PO Box 369 Lake Oswego, OR 97034 Dear Sarah, This letter is in support of the Waluga Neighborhood Association application for the Neighborhood Enhancement Program grant for 2017- 18. Our board voted unanimously to support a beautification project at the entrance of the crosswalk to Douglas Way along the Quarry Road pathway in front of E. Waluga Park. This project would make this area on either side of the crosswalk entrance aesthetically pleasing and lovely for pedestrians and drivers to enjoy. Care will be taken not to impede the line of sight with tall shrubs for maintaining the safety and well being of the pedestrians and bicyclists using the crosswalk and for drivers who stop at the crosswalk.. We are confident that many volunteers will turn out to help with this work past they have in the past. Thank you, Sincerely, Cheryl and Cindy Cheryl Uchida and Cindy Maddox Waluga Neighborhood Association Co-Chairs Attachment E Board Members Cindy Maddox Cheryl Uchida Co-Chairs Will Mahoney- Watson Vice Chair Sandy Desmond Secretary/Treasurer Bruce Goldson Past Chair Jim Newcomer Rett Russell Carol Lavender Board Members at Large Dick Benedetti Kate O’Reilly Michael Sorrell 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us TO: Kent Studebaker, Mayor Members of the City Council FROM: Chip Larouche Chief Technology Officer SUBJECT: Resolution 17-45 IGA with Clackamas County DATE: July 7, 2017 ACTION Adopt Resolution 17-45 authorizing the City Manager to sign 10 Intergovernmental Agreements (IGAs) with Clackamas County for fiber optic network connectivity not to exceed $300,000. SUGGESTED MOTION Move to adopt Resolution 17-45. INTRODUCTION/BACKGROUND The City of Lake Oswego currently purchases network connectivity services from Comcast for approximately $36,000 a year. Clackamas County is installing a “fiber ring” in Lake Oswego as part of their Clackamas Broadband Express (CBX) project. The primary beneficiary to date is the Lake Oswego School District, which is saving a substantial amount by being able to connect to the county’s system. The proposed IGAs will allow the City to access this point-to-point single mode fiber optic network system and provide services to several City facilities. This connectivity will boost the speed of all City sites from 100 megabits per second or less to 1 Gigabit per second or more, increase reliability, and save the City money. The cost is approximately $15,000 a year, which is significantly less than the current cost the City is paying to Comcast. We estimate that construction will take about a year and a half. 12.2 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us ALTERNATIVES & FISCAL IMPACT All of the associated constructions costs will be paid through the account fund balance in the IT budget and will not exceed $300,000. No additional funding will be required. By coordinating with the work the county is doing for the school district, this project is consistent with Council’s one-dig philosophy. After the initial installation costs, this connectivity will replace the annual Comcast bill of $36,000 with a Clackamas County bill of $15,000, saving the City over $100,000 over a five year period. RECOMMENDATION Approve resolution 17-45 authorizing the City Manager to sign 10 IGAs with Clackamas County not to exceed $300,000. ATTACHMENT 1. Resolution 17-45, with attached Intergovernmental Agreements Resolution 17-45 Page 1 of 2 RESOLUTION 17-45 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE OSWEGO AUTHORIZING THE CITY MANAGER TO SIGN TEN INTERGOVERNMENTAL AGREEMENTS (IGAs) WITH CLACKAMAS COUNTY FOR FIBER OPTIC NETWORK CONNECTIVITY NOT TO EXCEED $300,000 WHEREAS, The City of Lake Oswego purchases network connectivity services from Comcast via a MACC franchise agreement; and WHEREAS, Clackamas County is building a fiber optic ring to provide connectivity to the Lake Oswego School District; and WHEREAS, The City of Lake Oswego has been able to work with Clackamas Broadband Express (CBX) to negotiate ten service level agreements (SLAs) that would provide fiber optic network connectivity to ten City facilities at a very attractive rates ; and WHEREAS, the SLAs are attached to this resolution as Exhibits one through ten; and WHEREAS, Funding for the associated construction costs have been anticipated and are already available in the account fund balance of the IT Department budget. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Lake Oswego that: Section 1. The City Manager is authorized to sign the attached ten IGAs with Clackamas County Section 2. Construction costs are currently estimated at $226,000 and are not authorized to exceed $300,000. Section 3. Effective Date. This Resolution shall take effect upon passage. Considered and enacted at the regular meeting of the City Council of the City of Lake Oswego on the 18th day of July, 2017. AYES: NOES: EXCUSED: ABSTAIN: ___________________________________ Kent Studebaker, Mayor ATTEST: ___________________________________ Anne-Marie Simpson, City Recorder ATTACHMENT 1 Resolution 17-45 Page 2 of 2 APPROVED AS TO FORM: ________________________________ David Powell, City Attorney Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.01 Page 1 of 2 APPENDIX A.01 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.01. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Fire Dept. Station 214 300 B Ave, Lake Oswego, OR 97034 Lake Oswego Indoor Tennis Center 2900 SW Diane Dr Lake Oswego, OR 97035 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Fire Dept. Station 214 300 B Ave, Lake Oswego, OR 97034 Lake Oswego Indoor Tennis Center 2900 SW Diane Dr Lake Oswego, OR 97035 Construction $34,500.00 Appendix A.01 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.02 Page 1 of 2 APPENDIX A.02 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.02. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Indoor Tennis Center 2900 SW Diane Dr Lake Oswego, OR 97035 Lake Oswego Fire Dept. Station 210 4900 Melrose St Lake Oswego, OR 97035 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Indoor Tennis Center 2900 SW Diane Dr Lake Oswego, OR 97035 Lake Oswego Fire Dept. Station 210 4900 Melrose St Lake Oswego, OR 97035 Construction $31,500.00 Appendix A.02 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.08 Page 1 of 2 APPENDIX A.08 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.08. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Public Golf Course 17525 SW Stafford Rd, Lake Oswego, OR 97034 Lake Oswego Fire Dept. Station 212 1880 South Shore Blvd, Lake Oswego, OR 97034 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Public Golf Course 17525 SW Stafford Rd, Lake Oswego, OR 97034 Lake Oswego Fire Dept. Station 212 1880 South Shore Blvd, Lake Oswego, OR 97034 Construction $24,000.00 Appendix A.08 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.04 Page 1 of 2 APPENDIX A.04 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.04. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Maintenance Department 5705 Jean Rd, Lake Oswego, OR 97035 Lake Oswego Fire Dept. Station 211 4555 Jean Rd, Lake Oswego, OR 97035 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Maintenance Department 5705 Jean Rd, Lake Oswego, OR 97035 Lake Oswego Fire Dept. Station 211 4555 Jean Rd, Lake Oswego, OR 97035 Construction $16,800.00 Appendix A.04 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.05 Page 1 of 2 APPENDIX A.05 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.05. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Fire Dept. Station 211 4555 Jean Rd, Lake Oswego, OR 97035 Luscher Farm City Park 125 Rosemont Rd West Linn, OR 97068 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Fire Dept. Station 211 4555 Jean Rd, Lake Oswego, OR 97035 Luscher Farm City Park 125 Rosemont Rd West Linn, OR 97068 Construction $30,500.00 Appendix A.05 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.06 Page 1 of 2 APPENDIX A.06 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.06. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Luscher Farm City Park 125 Rosemont Rd West Linn, OR 97068 Lake Oswego Parks & Recreation (Palisades) 1500 Greentree Rd, Lake Oswego, OR 97034 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Luscher Farm City Park 125 Rosemont Rd West Linn, OR 97068 Lake Oswego Parks & Recreation (Palisades) 1500 Greentree Rd, Lake Oswego, OR 97034 Construction $0.00 Appendix A.06 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.07 Page 1 of 2 APPENDIX A.07 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.07. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Parks & Recreation (Palisades) 1500 Greentree Rd, Lake Oswego, OR 97034 Lake Oswego Public Golf Course 17525 SW Stafford Rd Lake Oswego, OR 97034 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Parks & Recreation (Palisades) 1500 Greentree Rd, Lake Oswego, OR 97034 Lake Oswego Public Golf Course 17525 SW Stafford Rd Lake Oswego, OR 97034 Construction $11,000.00 6. Late Payment Interest Appendix A.07 Page 2 of 2 Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.03 Page 1 of 2 APPENDIX A.03 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.03. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Fire Dept. Station 210 4900 Melrose St Lake Oswego, OR 97035 Lake Oswego Maintenance Department 5705 Jean Rd Lake Oswego, OR 97035 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Fire Dept. Station 210 4900 Melrose St Lake Oswego, OR 97035 Lake Oswego Maintenance Department 5705 Jean Rd Lake Oswego, OR 97035 Construction $27,900.00 Appendix A.03 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.09 Page 1 of 2 APPENDIX A.09 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.09. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Lake Oswego Fire Dept. Station 212 1880 South Shore Blvd, Lake Oswego, OR 97034 Water Treatment Plant 4260 Kenthorpe Way West Linn, 97068 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Lake Oswego Fire Dept. Station 212 1880 South Shore Blvd, Lake Oswego, OR 97034 Water Treatment Plant 4260 Kenthorpe Way West Linn, 97068 Construction $45,700.00 Appendix A.09 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. Fiber Optic Service Level Agreement Page 1 of 8 Clackamas County FIBER OPTIC SERVICE LEVEL AGREEMENT City of Lake Oswego (Customer Name) 1.Recitals WHEREAS, Clackamas County (County) desires to provide to City of Lake Oswego (Customer) the Services set forth in this Agreement, between the specified Customer sites listed in Appendix A, and at the price contained in Appendix A; and WHEREAS, Customer desires to use the Services; and WHEREAS, the Parties desire to set forth herein their respective rights and obligations with respect to the provision of Services, NOW, THEREFORE, in consideration of the foregoing, and the mutual covenants and promises set forth herein, intending to be legally bound, the Parties agree as follows. 2.Fiber Optic Network Description County will provide Customer with point-to-point single mode fiber optic network connectivity, including a termination panel for the fiber optic cables at each Customer premises on a path designated by the County. 3.Service Description Service provided to Customer by County is physical connectivity of one (or more) strands of optical fiber (“Fiber”), between sites specifically identified in Appendix A for the exclusive use of the Customer’s internal communication needs. Each site listed in Appendix A will have a single mode fiber termination. 4.Construction and Installation Requirements a.County, when installing fiber optic cables on the property of Customer, shall do so in a neat and professional manner. Routing and location of these cables shall be mutually agreed upon between the parties. b.Customer shall secure any easements, leases, permits or other agreements necessary to allow County to use existing pathways to, into and within each site to the demarcation point for service. Customer shall provide a path for the fiber optic cable from the point of entry into the site to the termination panel that complies with all applicable building, electrical, fire and related codes. c. Subject to the terms of this Agreement, and at no cost to County, Customer shall provide adequate environmentally controlled space and electricity required for Fiber Optic Service Level Agreement Page 2 of 8 installation, operation, and maintenance of the County’s fiber optic cables used to provision the service within each site. d.Customer shall provide a clean, secure, relatively dry and cool location (consistent with environmental requirements for fiber optic network connectivity equipment) at each of its premises for necessary equipment. e.Customer will provide or arrange for County and its employees, agents, lessees, officers and its authorized vendors, upon reasonable notice, to have reasonable ingress and egress into and out of Customer properties and buildings in connection with the provision of service. f.If the presence of asbestos or other hazardous materials exists or is detected, Customer must have such hazardous materials removed immediately at Customer’s expense or notify County to install the applicable portion of the fiber optic network in areas of any such site not containing such hazardous material. Any additional expense incurred as a result of encountering hazardous materials, including but not limited to, any additional equipment shall be borne by Customer. g.County shall have no obligation to install, operate, or maintain Customer-provided facilities or equipment. h.County shall construct Fiber into each Customer building enumerated herein; splice fiber into existing County fiber optic resources; terminate County’s optical fiber in each Customer building; test and certify appropriate Fiber performance at each Customer location; and provide the appropriate “hand-off’s” at each location for Customer utilization. Test results for physical connection will be made available upon request. 5.Term of Agreement At such time as County completes installation and connection of the necessary facilities and equipment to provide service herein, County shall then certify and notify Customer in writing that the service is available for use, and the date of such notice shall be called the "Service Start Date." Unless terminated with 30 days notice as herein provided, this agreement shall continue to July 1 following the date of commencement, and shall be automatically renewed on July 1 of each subsequent year, for a term of one year, at the County's then-current rate schedule. 6.Rates In return for County providing the services described in Appendix A for the term indicated herein, Customer shall pay County both nonrecurring construction/installation charges and recurring charges for services as specified in Appendix A as it shall be amended from time to time. 7.Payment Options a.Annual Payments Fiber Optic Service Level Agreement Page 3 of 8 County shall provide an invoice for twelve months of service (July 1 through June 30), or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The annual charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. b.Alternative Payment Frequency If Customer demonstrates that prepaid billings present a hardship, Customer may prepay semi-annually, quarterly, and in extreme circumstances may pay monthly. County shall provide an invoice for one quarter or month of service, or prorated weekly for any portion thereof, to Customer at the beginning of the service period. The quarterly or monthly charge shall be payable within thirty (30) days of receipt of invoice. Interest charges shall be assessed for late payments in accordance with Appendix A. If the Customer fails to pay within sixty (60) days of receipt of an invoice it shall constitute grounds for County to terminate the Agreement upon appropriate advance written notice to Customer. c.Electronic Payments Customer shall coordinate with County to make all payments by electronic means unless it is infeasible to do so. 8.Fiber Maintenance County shall maintain the structural aspects of the Fiber in good operating condition, utilizing sound engineering practices and in accordance with Appendix B, throughout the Agreement Term. In the event the Fiber fails at any time to meet the specifications outlined in Appendix C, County shall endeavor to restore the Fiber to meet the specification standards in as timely and expedited a manner as reasonably possible. County may subcontract for testing, maintenance, repair, restoration, relocation, or other operational and technical services it is obligated to provide hereunder. Customer shall promptly notify County of any matters pertaining to any damage or impending damage to or loss of the use of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber. County shall promptly notify Customer of any matters pertaining to any damage or impending damage to or loss of the Fiber that are known to it and that could reasonably be expected to adversely affect the Fiber and/or Customer’s use thereof. 9. Confidentiality All Customer data, voice, or video transmission using County fiber optic facilities shall be treated by County as confidential information, to the extent allowable by law. County agrees that this information shall not be made available, in any form, to any party other than County or its agents or contractors as may be necessary to conduct Fiber Optic Service Level Agreement Page 4 of 8 maintenance or repair activity, without written permission of Customer, except as required by law. 10.Content Control and Privacy Customer shall have full and complete control of, and responsibility and liability for, the content of any and all communications transmissions sent or received using the Fiber. 11. Assignment and Successors Either party may assign this Agreement upon prior written consent of the other party. Such consent shall not be unreasonably withheld. Upon such assignment, all rights and obligations of County and Customer under this Agreement shall pass in total without modification to any successor(s) regardless of the manner in which the succession may occur. 12. Damage County shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of the Customer's premises or facilities, which are damaged by County or its agents. Customer shall be responsible for restoring, or otherwise repairing to its prior condition, any portion of County’s connectivity equipment or other facilities, located at Customer premises, which are damaged by Customer or its agents. Customer will reimburse all related Costs associated with damage to the Fiber caused by the negligence or willful misconduct of Customer, its affiliates, employees, agents, contractors or customers, except to the extent caused by the gross negligence or willful misconduct of County, its affiliates, employees, contractors or agents. “Cost(s)”, as used herein include the following: (a) labor costs, including wages, salaries, and benefits together with overhead allocable to such labor costs; and (b) other direct costs and out-of-pocket expenses on a pass-through basis (such as equipment, materials, supplies, contract services, sales, use or similar taxes, etc.). 13. Force Majeure Neither party hereto shall be deemed to be in default of any provision of this Agreement, for any failure in performance resulting from acts or events beyond the reasonable control of such party. For purposes of this Agreement, such acts shall include, but shall not be limited to, acts of nature, civil or military authority, civil disturbance, war, strikes, fires, power failure, other catastrophes or other force majeure events beyond the parties' reasonable control, provided however that the provisions of this paragraph and article shall not preclude Customer from cancelling or terminating this Agreement as otherwise permitted hereunder, regardless of any force majeure event occurring to County. 14. Consequential Damages NOTWITHSTANDING ANY PROVISION OF THIS AGREMENT TO THE Fiber Optic Service Level Agreement Page 5 of 8 CONTRARY, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES, WHETHER FORSEEABLE OR NOT, ARISING OUT OF, OR INCONNECTION WITH, TRANSMISSION INTERRUPTIONS OR DEGREDATION, INCLUDING BUT NOT LIMITED TO DAMAGE OR LOSS OF PROFITS OR EQUIPMENT, LOSS OF PROFITS OR REVENUE, COST OF CAPITAL, COST OF REPLACEMENT SERVICES OR CLAIMS OF CUSTOMERS, WHETHER OCCASIONED BY ANY REPAIR OR MAINTENANCE PERFORMED BY OR FAILED TO BE PERFORMED BY A PARTY, OR ANY OTHER CAUSE WHATSOEVER, INCLUDING WITHOUT LIMITATION BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE OR STRICT LIABILITY. 15. Public Contracting Provisions The provisions of Oregon public contracting law, ORS 279B.020 through 279B.235, to the extent applicable, are incorporated herein by this reference. 16. Non-Appropriation Notwithstanding any other provisions of this Agreement, the parties hereby agree and understand that any obligation of Customer to obtain services as provided herein is subject to fund availability and appropriation by Customer for such services through its adoption of an annual budget. Should funds not be appropriated or be available from Customer during the term of this Agreement, the Agreement shall terminate and Customer shall pay County any remaining pro rata fees for services due to the date of such termination payable pursuant to Section 7 of this Agreement. 17. Compliance with Laws Customer shall comply with all applicable federal, state county and city laws, ordinances and regulations, including regulations of any administrative agency thereof, heretofore or hereafter adopted or established, during the entire term of this Agreement. 18. Taxes and Assessments a. Customer agrees to pay any and all applicable national, federal, state, county and local taxes, fees, assessments or surcharges, and all other similar or related charges, which are imposed or levied on the Fiber, or because of Customers use of the Services under this Agreement (collectively, “Taxes), whether or not the Taxes are imposed or levied directly on the Customer, or imposed or levied on the County because of or arising out of the use of the Services either by the Customer, or its affiliates, or anyone to whom Customer has sold or otherwise granted access to the Services. Customer agrees to pay these Taxes in addition to all other fees and charges as set forth elsewhere in this Agreement. b.“Taxes” include, but are not limited to, business and occupation, commercial, district, excise, franchise fee, gross receipts, license, occupational, privilege, Fiber Optic Service Level Agreement Page 6 of 8 property, Public Utility Commission, right-of-ways, utility user, or other similar taxes, fees surcharges and assessments as may be levied against Customer, or against County and passed through to Customer. 19. Termination a.This Agreement shall terminate ninety (90) days following written notice by either party. b.In the event Customer terminates this Agreement based upon County 's default or failure to perform as described in this Agreement, County shall reimburse to Customer the pro rata amounts paid on the unexpired term of this Agreement. c. If Customer terminates this Agreement for any reason other than that based on non-appropriation or on County’s default or failure to perform, County shall be entitled to 5% of the remaining contract amount for the unexpired term of this Agreement. 20. Default 1. Either of the following events shall constitute a default: a.Failure to perform or comply with any material obligation or condition of this Agreement by any party; or b. Failure to pay any sums due under this Agreement. 2.Any defaulting party shall have thirty (30) days in which to cure following written notice of default by the non-defaulting party. 21. Amendment Any amendments to this Agreement shall be in writing and shall be signed by all parties. 22.No recourse Against the Grantor Customer shall have no recourse whatsoever against County or its officials, boards, commissions, or employees for any loss, costs, expense, or damage arising out of any provision or requirement contained herein, or in the event this Agreement or any part thereof is determined to be invalid. 23. Notice Any notice hereunder shall be in writing and shall be delivered by personal service or by United States certified or registered mail, with postage prepaid, or by facsimile addressed as follows: Fiber Optic Service Level Agreement Page 7 of 8 Notice to the County Manager, Clackamas Broadband Express Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number (503) 655-8255 with a copy to Chief Information Officer Clackamas County Technology Services 121 Library Court Oregon City, Oregon 97045 Fax Number: (503) 655-8255 Notice to the Customer with a copy to Either Party, by similar written notice, may change the address to which notices shall be sent. 24. Whole Contract THIS CONTRACT CONSTITUTES THE COMPLETE AND EXCLUSIVE STATEMENT OF THE CONTRACT BETWEEN THE PARTIES RELEVANT TO THE PURPOSE DESCRIBED HEREIN AND SUPERSEDES ALL PRIOR AGREEMENTS OF PROPOSALS, ORAL OR WRITTEN, AND ALL OTHER COMMUNICATION BETWEEN THE PARTIES RELATING TO THE SUBJECT MATTER OF THIS CONTRACT. NO WAIVER, CONSENT, MODIFICATION, OR CHANGE OF TERMS OF THIS CONTRACT WILL BE BINDING ON EITHER PARTY EXCEPT AS A WRITTEN ADDENDUM SIGNED BY AUTHORIZED AGENTS OF BOTH PARTIES. City of Lake Oswego ATTN: IT 380 A Ave PO Box 369 Lake Oswego, OR 97034 City of Lake Oswego ATTN: City Manager's Office 380 A Ave PO Box 369 Lake Oswego, OR 97034 Fiber Optic Service Level Agreement Page 8 of 8 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. Clackamas County By (signature): Name: David Cummings Title: Chief Information Officer, Clackamas County Technology Services Date: Customer City Of Lake Oswego (Customer Name) By (signature): Name (print): Title: Date: June 29, 2017 Assistant City Manager Megan Phelan Appendix A.10 Page 1 of 2 APPENDIX A.10 SERVICE AND RATE SCHEDULE 1. Specified Services and Rates The following are the sites, services, and rates agreed to by County and Customer at which Customer shall be provided services on the fiber optic network during the term of the Agreement. It is understood by both parties that service to these sites shall be provided for the rates below, subject to any rate increases otherwise applicable in accordance with terms herein. It is further understood that, during the term of the Agreement, Customer may add services to existing or new locations, or change services and/or locations, but that such changes are subject to the rates for such additional services. 2. Construction, Installation and Activation For construction, installation and activation work and provision of fiber optic network components, the County shall charge Customer nonrecurring charge(s) as specified in Section 5 of Appendix A.10. All facilities constructed under this Agreement and Appendix A shall be owned, operated, and maintained by the County. 3. Service Changes and Conversions Both parties agree that Customer may add or change services during the term of the Agreement, but that such changes are subject to applicable rates, and upgrade and downgrade charges. 4. Monthly Recurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Monthly Rate ($) 1 Water Treatment Plant 4260 Kenthorpe Way West Linn, 97068 Lake Oswego Fire Dept. Station 214 300 B Ave, Lake Oswego, OR 97034 One Pair (two) dark fibers $140.00 5. Nonrecurring Charges From (Connecting Point A:Site Name & Address) To (Connecting Point B:Site Name & Address) Service Amount ($) 1 Water Treatment Plant 4260 Kenthorpe Way West Linn, 97068 Lake Oswego Fire Dept. Station 214 300 B Ave, Lake Oswego, OR 97034 Construction $4,000.00 Appendix A.10 Page 2 of 2 6. Late Payment Interest Customer will be charged interest for any payment made after its due date (thirty (30) days after receipt of invoice). Interest is charged at a rate of one and a half percent (1.5%) per month, or eighteen percent (18%) annually, on any installment not paid when due. 7. Annual Consumer Price Index (CPI) Adjustments All fees and minimum charges are subject to Consumer Price Index (CPI) adjustments, to be applied annually. The amount of the fees and charges specified herein may increase annually by a percentage up to the change in the Consumer Price Index (CPI) for urban wage earners and clerical workers for the Portland, Oregon metropolitan region for the prior year, unadjusted for seasonal variations, as determined by the Bureau of Labor Statistics of the Department of Labor and as published in such Bureau of Labor Statistics Detailed Report. Remainder of this page intentionally left blank. Appendix B Page 1 of 3 APPENDIX B MAINTENANCE AND OPERATIONS SPECIFICATIONS AND PROCEDURES 1. Defined Terms a. “Routine Maintenance” is all preventive maintenance activities and repairs. b. “Non-Routine Maintenance” is all efforts and activities in response to an emergency circumstance which requires restoration of service. 2. General a. County shall operate and maintain a Network Control and Management Center (NCAM) staffed twenty-four (24) hours a day, seven (7) days a week, by trained and qualified personnel. County shall maintain (503) 742-4219 telephone number to contact personnel and NCAM. County’s NCAM personnel shall dispatch maintenance and repair personnel along the fiber optic network to repair problems detected through the NCAM’s remote surveillance equipment, by the Customer, or otherwise. b. In the event Customer identifies a circumstance which requires restoration of service, Customer shall provide NCAM personnel the name and address of the facility with the problem, the identification number of the Fiber circuits in question, and the name and telephone numbers of Customer’s personnel to contact for site access and status updates. NCAM personnel shall immediately contact a County technician and provide the Customer contact information. County technician shall contact Customer within one (1) hour of initial call. c. If the County’s technician cannot repair the service interruption by telephone, County shall use commercially reasonable efforts to have its first maintenance employee or contractor at the site requiring repair within five (5) hours of the initial call to the NCA M. County will then work continuously until service has been restored. d. County shall use commercially reasonable efforts to notify Customer seven (7) days prior to the date of any planned non-emergency maintenance activity. In the event that a County plan ned activity is canceled or delayed for any reason as previously notified, County shall notify Customer as soon as reasonably possible and will comply with the provisions of the previous sentence to reschedule any delayed activity. 3. Fiber Optic Network Appendix B Page 2 of 3 a. County shall maintain the fiber optic network in good and operable condition and shall repair the fiber in a manner consistent with industry standards and using commercially reasonable efforts. b. County shall perform appropriate routine maintenance on the fiber optic network in accordance with County’s then current preventive maintenance procedures. County’s maintenance procedures shall not substantially deviate from industry practice. 4. Restoration a. When restoring damaged fiber, the Parties agree to work together to restore all traffic as quickly as possible. County, immediately upon arriving on the site of the damage, shall determine the best course of action to be taken to restore the fiber and shall begin restoration efforts. b. It will be the responsibility of County and Customer to report to one another respectively any known environmental hazards which would restrict or jeopardize any maintenance work activities in shelters or right of way areas of operation. c. Upon notification of interruption of fiber optic network service, disrepair, impairment or other need for repair or restoration of the fiber and the location of the damaged fiber, County shall pursue commercially reasonable efforts to mobilize technicians to achieve necessary repair or restoration, including, but without limitation, having maintenance personnel at the affected site within five (5) hours after receipt of such notice with the required restoration material and equipment. d. In the event that Customer’s use of the fiber optic network is interrupted due to an occurrence of a force majeure event, repairs and restoration shall be made as expeditiously as reasonably possible. Customer recognizes that five (5) hour response time represents optimal conditions, and may be impossible to achieve when emergen cy restoration of fiber optic network integrity is required or when responding to certain remote locations. Actual response times will be influenced by such factors as terrain, weather conditions present at the time the request is made and actual mileage to the fault site. e. For purposes of this section, “commercially reasonable efforts” means activities and performances consistent with prudent utility practice, existing contract provisions for County technicians and/or employees, practices required for preserving the integrity of the fiber optic network, and response times that do not jeopardize the health and safety of the employees, contractors and agents of County and Customer. 5. Customer shall be responsible for paying County standard maintenance fe es for Appendix B Page 3 of 3 any calls to County for maintenance issues related to the Fiber that County later confirms as resulting from another source other than functionality of the Fibers. Remainder of this page intentionally left blank. Appendix C Page 1 of 1 APPENDIX C FIBER SPLICING AND TESTING STANDARDS AND PROCEDURES 1. Fiber and Connector Standards a. Connector Standards The loss value of any pigtail connector and any associated fiber jumper or pigtail with matching mode field diameters will not exceed .5dB at 1550 nm. The loss value of a connector and its associated jumper with mismatched mode field diameters should not exceed .8 dB. b. Field Splice Standards The objective for each splice is an averaged loss value of 0 .1 dB or less when measured bi-directionally with an OTDR at 1550 nm. In the event of damage and subsequent restoration of the Fibers, commercially reasonable efforts will be made to restore the Fibers to this standard. If after 3 restoration splicing attempts, County is not able to produce a loss value of 0.1 dB or less bi- directionally at 1550 nm, then 0.5 dB or less bi-directionally at 1550 nm will be acceptable. Fibers not meeting the 0.1 dB or less specification will be identified as Out Of Specification (OOS). Documentation of the three attempts (re-burns) to bring the OOS fiber within specification will be provided. c. Span Loss It is County's responsibility to insure proper continuity of all fibers at the fiber level, not just the pigtail level. Any “frogs” or fibers that cross in the route will be remedied by County. The following span loss calculation will be used: (A * L) + (0.1 * N) + C = Acceptable Span Loss A = Attenuation per KM at 1550 nm L = Optical length of cable measured in kilometers (from OTDR Trace) N = Number of splices in a span C = Connector loss. The connector loss will not exceed .5dB. The section test will have (2) pigtail connectors/splices under test, so 1.0dB will be allowed for this loss. Remainder of this page intentionally left blank. 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor Members of the City Council FROM: Ivan Anderholm, Parks and Recreation Director SUBJECT: LAKE OSWEGO MUNICIPAL GOLF COURSE DATE: July 7, 2017 MEETING DATE: July 18, 2017 ACTION Provide direction to staff for future uses of the Lake Oswego Municipal Golf Course INTRODUCTION/BACKGROUND The Lake Oswego Municipal Golf Course was constructed in 1968 and has been operated by the Parks and Recreation Department with the exception of 1977-79 when it was operated by a private contractor. Between 1968 and 1982 the golf course was included in the Parks and Recreation general fund budget; beginning in 1983 the course was budgeted separately as an “enterprise fund.” Until 2001, the course performed well financially, covering operational expenses and capital costs through course revenues including a new clubhouse in 1992, driving range improvements in 2001 and replacement of maintenance equipment. 9-hole rounds at the golf course peaked in 2000 at 72,000 and have since reduced to 33,500 in 2016, a 53% reduction in rounds. Over the last 3 fiscal years, 2013/14 – 2015/16 the course has averaged an $182,134 operating deficit. In 2016 the course was used by 5,902 unique customers of which 60% or 3,441, were Lake Oswego residents, approximately 9% of the total residents. In 2017 City Council adopted a goal to decide the future of the Municipal Golf Course. The Parks, Recreation and Natural Resources Advisory Committee adopted a goal to evaluate the golf course’s operating performance, and identify and implement a set of improvement measures and study the long term potential of the course property considering comprehensive alternatives to maximize its value to the City. DISCUSSION In evaluating the future of the golf course the department proposes three initial questions; Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city 1. Is golf a service/function that the City should continue to provide for the community? a. How would it be operated? b. At what cost? 2. Are there other community services/functions that should be provided at the golf course location? a. A permanent home for Parks and Recreation? b. Other park amenities that increase the number of users? 3. Should capitalizing the property be considered to achieve future golf and/or other community services/functions? a. Where does it make sense? b. How much of the property needs to be retained for community use? To help illustrate some of the potential options for the course three illustrative concepts have been developed; 1. Executive (9-hole)/Hybrid (12-hole) golf course, recreation facility (offices, programming, meeting spaces, aquatic facilities), driving range, and up to 10 acres of residential development. 2. Driving range, sport hitting facility, recreation facility (offices, programming and meeting spaces), future indoor/outdoor aquatics, trails, amphitheater, athletic fields, and up to 15 acres of residential development. 3. Recreation facility (offices, programming and meeting spaces), outdoor aquatics, sport hitting facility, amphitheater, athletic fields, outdoor court facilities, trails, and up to 15 acres of residential development. Cost estimates for potential options; • Executive/Hybrid golf course redesign $2,000,000 – 3,000,000 • Recreation facility w/o aquatics (35,000 – 42,000 sq. ft.) $9,000,000 – 18,000,000 • Recreation facility including aquatics(48,000 – 55,000 sq. ft.) $18,000,000 – 27,000,000 • Driving range upgrade $800,000 - $1,200,000 • Sport hitting facility $400,000 - $600,000 • Trails (natural surface) $20,000 - $40,000/mile • Trails (hard surface) $120,000/mile • Amphitheater $300,000 - $500,000 • Athletic Fields (artificial turf) $1,500,000 - $2,000,000 • Athletic Fields (natural turf) $600,000 - $800,000 • Outdoor Courts $200,000 - $300,000 • Residential Development (R-7.5) $300,000 - $500,000/lot Page 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city ALTERNATIVES Golf 1. Continue to operate the current course, with a continuing need to provide general fund support. 2. Reconfigure course and operate as recreation division out of common facility on site, operational cost likely eliminated (water savings, combined customer services, less maintenance) 3. Continue to operate driving range and limited services (instruction), operational costs likely eliminated (range would be self-serve, instruction recovers all associated costs) 4. Close course, open as park, operational costs to maintain as park approximately $150K annually. Community Services/Functions 1. Permanent home for Parks and Recreation, with additional spaces to continue existing level of service provided at Palisades. 2. Additional Athletic Fields, as expressed by the Youth Sports Coalition and the 2011 Athletic Field Study are needed for soccer/lacrosse/football and baseball/softball. 3. Trails would complement any increased use of the property providing opportunities for exercise, experiencing nature and access to Stafford Road/Lakeridge High School/Palisades Neighborhood. 4. An amphitheater for public and private events (concerts, weddings, plays, lectures) 5. Sport hitting facility, a weather protected place to hit balls (baseballs, softballs) 6. Outdoor courts, a current need for basketball, pickleball, futsal courts exists. 7. Aquatics, both indoor and outdoor, community oriented that provides swim lessons, exercise, and safe water environment for families. Capitalizing Property 1. Opportunities to create compatible housing opportunities on west side of course. 2. Opportunities to create higher density and/or affordable housing on south side of course. RECOMMENDATION Provide direction to staff on 1. Golf function, 2. Other service/functions at the course, 3. Capitalizing property, and to further explore future uses of the Lake Oswego Municipal Golf Course as a golf course and community wide recreation facility with limited residential development and creating a process for community involvement. Submitted to City Manager's Office by Hand on July 13, 2017 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor Members of the City Council FROM: Amanda Owings, PE, Traffic Engineer SUBJECT: Traffic Signal Assessment Report – Information Only DATE: July 7, 2017 MEETING DATE: July 18, 2017 ACTION No Action. Review documents for infrastructure planning information only. INTRODUCTION The City of Lake Oswego currently owns 32 traffic signals; an additional eight signals within the city limits are under ODOT’s jurisdiction. As Lake Oswego has experienced steady growth in commercial and residential properties, and more is expected to come over the next 20 years, it is important to plan for future upgrades to the traffic signal network. The engineering department hired a consulting traffic engineer to assess 11 intersections that are known congestion areas or were identified in the 2014 Transportation System Plan, as well as two mid-block pedestrian crossings, that are currently unsignalized. Due to recent and future growth, the City anticipates a traffic signal will appreciably improve traffic flow, reduce delay, and improve the safety of each intersection. Each intersection was analyzed using the nine signal warrants contained in the current edition of the Manual of Uniform Traffic Control Devices (MUTCD) to determine if a traffic signal is warranted and, if not, when in the future a traffic signal may be required. A similar evaluation process was conducted to determine the validation for a pedestrian-actuated signal at two unique pedestrian crossing situations. As stated in the MUTCD, “An engineering study of traffic conditions, pedestrian characteristics, and physical characteristics of the location shall be performed to determine whether installation of a traffic control signal is justified at a particular location.” 13.2 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city DISCUSSION The results of the engineering study concluded that under current and future conditions, the following intersections are recommended to be signalized: Near Term: • Jean Road/Bryant Road (TSP #67) • Jean Road/Pilkington Road (TSP #62) • Stafford Road/Bergis Road, with changes to Stafford Road/Sunny Hill Drive (TSP #141) • Carman Drive/Bonita Road/Waluga Drive • Country Club Road/Goodall Road/Uplands Drive Long Term: • Childs Road/Bryant Road (TSP #68) • Boones Ferry Road/Knaus Road (TSP #140) The report provides details on the warrants met, lane configurations, roadway improvements and alignments. Also, a preliminary cost estimate is provided for planning purposes only. Further design refinement and cost estimating will clarify the needs at each project location through the preparation of construction-ready plans. In a separate memorandum, the consultant also reviewed warrants for pedestrian crossing treatments at Boones Ferry Road/Rainbow and two locations on Overlook Drive at Lakeridge High School. The pedestrian signal analysis showed that none of the locations reach the thresholds to justify a pedestrian-actuated signal. The report provides recommendations for minor improvements for safety and accessibility, including a rough cost estimate. FISCAL IMPACT Short Term Cost Impacts: Engineering staff is currently using the recommendations in this report to plan capital improvements for the transportation system. For example, the Jean Road/Bryant Road and the Jean Road/Pilkington Road intersections were promoted to the funded list in the recently approved 2018-2022 Capital Improvement Plan (CIP). Typically, a ballpark cost for traffic signal equipment is approximately $250,000, including signal heads, controller cabinet and poles. Preparing engineered plans and managing a construction contract add another $250,000. As identified in the report, some of the intersections require right-of-way acquisition, stormwater improvements, or pavement widening to complete the project. Many of the signal installations in Lake Oswego are likely to cost much more than the minimum noted above. Street Funds and System Development Charges are potential sources for funding these installations. Because signals are almost always 100% eligible to use funds collected from System Development Charges (SDC), the current CIP indicates the first two signals noted above would be paid for using SDCs. Page 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city Future and Long-term Operating Costs: Installation of new traffic signals will increase expenses for the overall maintenance and operation of the signal system. With that in mind, be aware that Lake Oswego is the only jurisdiction within Clackamas County to maintain and operate its own signal system. Clackamas County has a long history of maintaining signals for all the other cities within the County as well as all County-owned signals. The County has a high level of knowledge and expertise in traffic signal inspection, maintenance, and operations. Thus, the Engineering and Public Works departments have asked the County to consider managing the operations and maintenance of all the city’s signals. This partnership would accelerate signal upgrades as new products surface in the marketplace and as communication advancements emerge, which provide connectivity to the traffic signal network of the entire Portland metropolitan region. Early estimates indicate the annual costs for this high level of service may be approximately $60,000. Staff is excited about this change and feels confident in the County’s responsibility of the traffic signal system, and believes this would be an efficient way to manage the traffic signals in the future. Any intergovernmental agreement with the County on this matter must be approved by the City prior to implementation. ATTACHMENTS Both reports are attached for review. The full appendix for each report is lengthy, filled with data supporting the conclusions and are available upon request. The schematic layouts from each appendix of the recommendations for each intersection location are attached for easy reference. 1. Traffic Signal Warrant and Intersection Control Analysis, DKS, dated June 6, 2017 2. Traffic Signal Appendix D, Preliminary Intersection Layouts 3. Pedestrian Crossing Analysis, DKS, dated June 21, 2017 4. Pedestrian Crossing Appendix C, Preliminary Crossing Layouts 720 SW Washington St. Suite 500 Portland, OR 97205 503.243.3500 www.dksassociates.com MEMORANDUM DATE: June 6, 2017 TO: Amanda Owings, City of Lake Oswego FROM: Brian Copeland, P.E., PTOE Kate Petak, P.E. SUBJECT: Traffic Signal Warrant and Intersection Control Analysis P#16134-000 INTRODUCTION This purpose of this memorandum is to summarize the results of the traffic signal warrant and intersection control analysis conducted at ten study intersections for the Traffic Signal Assessment project. The goal of the Traffic Signal Assessment project is to provide recommendations for improvements (including traffic signals) at the study intersections based on existing and future (20-year planning horizon) conditions. The data used for the analysis was previously summarized in the Data Collection Memorandum.a EXISTING CONDITIONS This section summarizes the existing intersection operating conditions in the study area. Included is an inventory of the existing transportation network and results of operational analysis at the study intersections. Roadway Network Table 1 summarizes the characteristics of the study intersection roadways, including jurisdiction, functional classification, cross-section, posted speed, and presence of sidewalks, bike lanes, and transit route. Existing Intersection Operations This section describes the existing intersection operating conditions for the study intersections. Intersection Performance Measures and Jurisdictional Standards The City of Lake Oswego mobility standards were established in the current Comprehensive Plan: Connected Communities chapter and in the Transportation System Plan. The policy states arterial and major collector streets shall be designed and maintained at a level of service “E” during peak hoursb. a Traffic Signal Assessment - Data Collection Memorandum. DKS Associates. November 18, 2016. bTransportation System Plan. City of Lake Oswego. Adopted September 2, 2014. ATTACHMENT 1 Traffic Signal Assessment Warrant and Intersection Control Analysis Page 2 of 20 Table 1: Existing Roadway Network Characteristics Roadway Jurisdiction Functional Classification Cross Section Posted Speed Sidewalk Bike Lane TriMet Transit Route Jean Road Lake Oswego Major Collector 2 Lanes 25 mph Yes Yes 36 Pilkington Road Lake Oswego Major Collector 2 Lanes 30 mph Partial Partial None Stafford Road Lake Oswego Minor Arterial 2 Lanes 40 mph Partial None None Bergis Road Lake Oswego Neighborhood Collector 2 Lanes 25 mph Yes None None Sunny Hill Drive Lake Oswego Local 2 Lanes 25 mph Yes None None Country Club Road Lake Oswego Major Arterial 4 Lanes 40 mph Partial Yes 37 & 78 Carman Drive Lake Oswego Major Collector 2 Lanes 35 mph Yes None None Bonita Road Clackamas County Major Collector 2 Lanes 30 mph None None None Waluga Drive Lake Oswego Neighborhood Collector 2 Lanes 25 mph Yes None None Boones Ferry Road Lake Oswego Minor Arterial 2 Lanes 35 mph No Partial 37 & 38 McVey Avenue Lake Oswego Minor Arterial 2 Lanes 30 mph None Yes 36 Cornell Street Lake Oswego Neighborhood Collector 2 Lanes 25 mph None None None Bryant Road Lake Oswego Major Collector 2 Lanes · Yes None None Childs Road Lake Oswego Major Collector 2 Lanes 25 mph Yes None None Knaus Road Lake Oswego Neighborhood Collector 2 Lanes 25 mph Partial None None Goodall Road Lake Oswego Neighborhood Collector 2 Lanes 25 mph None None None Rainbow Drive Lake Oswego Local 2 Lanes 25 mph Partial None None 1Speed limit is posted as a 20 mph school zone at the Bryant Road/Jean Road intersection Traffic Signal Assessment Warrant and Intersection Control Analysis Page 3 of 20 Level of service (LOS) and volume-to-capacity (v/c) ratios are two commonly used performance measures that provide a gauge of intersection operations. In addition, they are often incorporated into agency mobility standards. Descriptions are given below: Level of service (LOS): A “report card” rating (A through F) based on the average delay experienced by vehicles at the intersection. LOS A, B, and C indicate conditions where traffic moves without significant delays over periods of peak hour travel demand. LOS D and E are progressively worse operating conditions. LOS F represents conditions where average vehicle delay has become excessive and demand has exceeded capacity. This condition is typically evident in long queues and delays. Volume-to-capacity (v/c) ratio: A decimal representation (between 0.00 and 1.00) of the proportion of capacity that is being used (i.e., the saturation) at a turn movement, approach leg, or intersection. It is determined by dividing the peak hour traffic volume by the hourly capacity of a given intersection or movement. A lower ratio indicates smooth operations and minimal delays. As the ratio approaches 1.00, congestion increases and performance is reduced. If the ratio is greater than 1.00, the turn movement, approach leg, or intersection is oversaturated and usually results in excessive queues and long delays. Existing Traffic Volumes The existing weekday a.m. and p.m. peak hour motor vehicle turning movement counts at the study intersections are shown in the Data Collection Memorandum.c Existing Intersection Operations Existing traffic operating conditions at the study intersections were evaluated for the weekday p.m. peak hour based on the 2010 Highway Capacity Manual (HCM) methodology for unsignalized intersections.d Table 2 shows the existing intersection LOS, delay, and v/c ratios. Detailed reports are included in the Appendix. The following four intersections do not currently meet City operating standards: · Jean Road/Pilkington Road · Bonita Road/Carman Drive/Waluga Drive · Bryant Road/Jean Road · Boones Ferry Road/Rainbow Drive c 16-hour motor vehicle turn movement counts, heavy truck percentages, pedestrian counts, and bicycle counts were collected by All Traffic Data on September 13, 2016 from 6:00 a.m. and 10:00 p.m. and September 15, 2016 from 6:00 a.m. and 10:00 p.m. d 2010 Highway Capacity Manual, Transportation Research Board, Washington DC, 2010. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 4 of 20 Table 2: 2016 Existing Weekday PM Peak Hour Intersection Performance Intersection Control Type Mobility Standard Worst Movement LOS Delay (s) V/C Jean Road/Pilkington Road All-way stop control LOS E EB F/E 70.2 1.04 Stafford Road/Bergis Road Two-way stop control LOS E WB A/C 23.2 0.26 Stafford Road/Sunny Hill Drive Two-way stop control LOS E EB A/C 16.5 0.11 Country Club Road/Goodall Road Two-way stop control LOS E SB B/C 20 0.28 Country Club Road/Uplands Drive Two-way stop control LOS E NB B/C 19.4 0.10 Country Club Road/Knaus Road Two-way stop control LOS E SB B/C 19.5 0.21 Bonita Road/Carman Drive/Waluga Drive All-way stop control LOS E SB F/D 66.7 >1.00 Boones Ferry Road/Lake Oswego High School Two-way stop control LOS E WB A/D 34.4 0.19 McVey Avenue/Cornell Street Two-way stop control LOS E SB A/E 47.6 0.11 Bryant Road/Jean Road All-way stop control LOS E EB F/E 62.2 0.99 Childs Road/Bryant Road All-way stop control LOS E EB A/A 9.6 0.28 Boones Ferry Road/Knaus Road Two-way stop control LOS E WB A/D 32.3 0.36 Boones Ferry Road/Rainbow Drive Two-way stop control LOS E WB B/F >80 0.94 Bold indicates intersection does not meet mobility target Delay and volume-to-capacity (v/c) ratio reported for the worst movement. LOS reported for the worst major/minor lane group level of service Existing Motor Vehicle Queuing Motor vehicle queuing analysis was conducted during the weekday p.m. peak hour for turn lanes at the study intersections in order to determine if the existing turn lane lengths are adequate. SimTraffic microsimulation analysis, calibrated to field observations, was used to estimate the 95th percentile vehicle queues for turn lanes at Traffic Signal Assessment Warrant and Intersection Control Analysis Page 5 of 20 the all-way stop control intersections. For turn lanes at the two-way stop controlled intersections, ODOT methodology was used to estimate the 95th percentile queues.e The vehicle queuing analysis indicates that turn lane queues at the study intersections during the weekday p.m. peak hour generally do not spill back into adjacent through lanes, with the exception of a few locations. Table 3 shows the results of vehicle queuing analysis, along with the available storage lengths. Detailed queuing reports are included in the Appendix. Based on the queuing analysis, vehicle queuing issues were identified at the following three intersections: · Jean Road/Pilkington Road – eastbound left turn movement queues may block eastbound through lane. However, this condition was not observed in the field or in a review of the video data during the a.m. or p.m. peak period. · Country Club Road/Uplands Drive – westbound left turn movement queues may block eastbound left turn lane at Country Club Road/Goodall Road (back to back left turn lanes) or the adjacent westbound through lane. Queuing issues associated with the back to back left turn lanes were observed multiple times during the a.m. peak period. · Bryant Road/Jean Road – eastbound right turn movement queues may impact eastbound left turn movement; northbound left turn movement queues may block northbound through movement; and southbound right turn movement queues may block southbound through movement. Queuing issues with all of these movements were observed during the a.m. peak period. Existing Signal Warrant Analysis This section summarized the traffic signal warrant analysis performed at the study intersections. The signal warrant analysis follows the Manual on Uniform Traffic Control Devices (MUTCD)f methodology. The MUTCD contains the following nine warrants for guiding implementation of traffic signals based on vehicle volumes and other characteristics of an intersection: · Warrant 1: Eight-Hour Vehicular Volume · Warrant 2: Four-Hour Vehicular Volume · Warrant 3: Peak Hour · Warrant 4: Pedestrian Volume · Warrant 5: School Crossing · Warrant 6: Coordinated Signal System · Warrant 7: Crash Experience · Warrant 8: Roadway Network · Warrant 9: Intersection Near a Grade Crossing e The ODOT methodology is described in the Analysis Procedure Manual Version 2, Addendum 12B (March 2014). ODOT conducted queue length studies at two-way stop controlled intersections and concluded that the HCM methodology (used in SimTraffic) was underestimating the queue lengths. Based on the studies, ODOT developed the Two-Way Stop Queue Length Calculator, which was used in this analysis. f 2009 Manual on Uniform Traffic Control Devices, Federal Highway Administration, Washington, D.C., 2009. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 6 of 20 Table 3: 2016 Existing Weekday PM Peak Hour Motor Vehicle 95th Percentile Queuing Intersection Control Type Movement Available Storage Length (ft.) HCM 95th Percentile Queue1 (ft.) ODOT Queue Length2 Jean Road/Pilkington Road All-way stop control Eastbound Left Turn 140 200 - Westbound Left Turn 105 75 - Westbound Right Turn 120 75 - Stafford Road/Bergis Road Two-way stop control Northbound Right Turn 75 - 25 Stafford Road/Sunny Hill Drive Two-way stop control Southbound Right Turn 60 - 25 Country Club Road/Goodall Road Two-way stop control Eastbound Left Turn 50 - 50 Country Club Road/Uplands Drive Two-way stop control Westbound Left Turn 50 - 75 Country Club Road/Knaus Road Two-way stop control Eastbound Left Turn 200 - 75 Bryant Road/Jean Road All-way stop control Eastbound Right Turn 85 125 - Northbound Left Turn 75 125 - Southbound Right Turn 100 150 - Boones Ferry Road/Knaus Road Two-way stop control Southbound Left Turn 75 - 75 Boones Ferry Road/Rainbow Drive Two-way stop control Northbound Right Turn 150 25 Southbound Left Turn 130 125 Turning movements experiencing 95th percentile queues greater than available storage are shown in bold 1SimTraffic was used to determine the HCM 95th percentile queue 2 The ODOT methodology, used in place of HCM for two-way stop controlled intersections, is described in the Analysis Procedure Manual Version 2, Addendum 12B (March 2014) Traffic Signal Assessment Warrant and Intersection Control Analysis Page 7 of 20 While meeting the signal warrants generally indicates potential for traffic signal benefiting a location, the manual states that “the satisfaction of a traffic signal warrant or warrants shall not in itself require the installation of a traffic control signal.” The status of each of the applicable nine signal warrants, given the existing conditions of the study intersections, are summarized in Table 4. The detailed warrant analysis is included in the Appendix. FUTURE CONDITIONS This section documents an evaluation of the future intersection operating conditions in the study area. Included is a summary of future traffic volume development, operational analysis results, and signal warrant analysis results. Table 4: 2016 Existing Conditions Signal Warrant Analysis Intersections Signal Warrants Met 1 2 3 4 5 6 7 8 9 Jean Road/Pilkington Road No Yes Yes No No No No No No Stafford Road/Bergis Road No Yes Yes No No No No No No Stafford Road/ Sunny Hill Drive No No No No No No No No No Country Club Road/Goodall Road No No Yes No No No No No No Country Club Road/Uplands Drive No No No No No No No No No Country Club Road/Knaus Road No No No No No No No No No Bonita Road/Carman Drive/Waluga Drive Yes Yes Yes No No No No No No Boones Ferry Road/Lake Oswego High School No No No No No No No No No McVey Avenue/Cornell Street No No No No No No No No No Bryant Road/Jean Road Yes Yes Yes No Yes No No No No SW Childs Road/Bryant Road No No No No No No No No No Boones Ferry Road/Knaus Road No No No No No No No No No Boones Ferry Road/Rainbow Drive No No No No No No No No No Future Traffic Volumes Year 2040 traffic volumes were estimated for the study intersections for use in evaluating future intersection traffic operations. The Portland Metro 2010 (Base Year) and 2040 (Future Financially Constrained) PM Peak Hour travel demand models were used to determine the future volumes. The future year intersection turn volumes Traffic Signal Assessment Warrant and Intersection Control Analysis Page 8 of 20 were calculated and distributed based on the link level growth between the 2010 and 2040 travel demand models and the existing turn counts using the NCHRP 255 post-processing methodologyg. All link level volume growth was factored to account for volume changes between the travel model base year (2010) and the count year (2016). For study intersections with minor street approaches either partially or completely excluded from the Metro model, volume growth on missing approaches was selected based on the nearest traffic analysis zone (TAZ) connector trip growth. The final estimated future 2040 volumes were then used to both develop study intersection growth rates by approach and as input to Synchro for future analysis. Future weekday p.m. peak hour motor vehicle turn movement counts at the study intersections are shown in Figure 1. Future (2040) Intersection Operations Future traffic operating conditions at the study intersections were evaluated for the weekday p.m. peak hour based on the 2010 Highway Capacity Manual (HCM) methodology for unsignalized intersections.h This scenario represents a “no-build” case where no intersection improvements are assumed. Table 5 shows the future intersection LOS, delay, and v/c ratios. Detailed reports are included in the Appendix. By 2040, the following six intersections would not meet City operating standards, with the year standards would be exceeded shown in parenthesis: · Jean Road/Pilkington Road (does not currently meet standards) · Stafford Road/Bergis Road (Year 2029 ) · Bonita Road/Carman Drive/Waluga Drive (does not currently meet standards) · McVey Avenue/Cornell Street (Year 2020 ) · Bryant Road/Jean Road (does not currently meet standards) · Boones Ferry Road/Knaus Road (Year 2023) g National Cooperative Highway Research Program Report 255, Transportation Research Board, February 1992. h 2010 Highway Capacity Manual, Transportation Research Board, Washington DC, 2010. # # YIELD 2040 Future Conditions PM Peak Hour Traffic Volumes Figure 1 No Scale LEGEND - Traffic Signal - Traffic Signal - Stop Sign - Stop Sign - Yield Sign - Study Intersection - Study Intersection - Lane Configuration - Lane Configuration - PM Peak Hour Traffic Volumes - PM Peak Hour Traffic Volumes - Volume Turn Movement - Volume Turn Movement Right Right Thru Thru Left Left LT TH RT LT TH RT 000 000 Country Club Rd. @ Goodall Rd. / Upland Dr. SW Boones Ferry Rd. @ Monroe Pkwy. / Knaus Rd. 3. 1. Country Club Rd. @ Knaus Rd. SW Boones Ferry Rd. @ School Access 4. 2. Bonita Rd. @ Carman Dr. / Waluga Dr. 5.McVey Ave. @ Cornell St. 6. Stafford Rd. @ SW Bergis Rd. / Sunny Hill Dr. 7.Lakeview Blvd. @ Pilkington Rd. 8.Bryant Rd. @ Jean Rd. 9.SW Childs Rd. @ Bryant Rd.10. BONITA RD BONITA RD BRYANTRDBRYANTRDMC VEY A VE SUNNY HILLDR MCVEY AVE KNAUS RDUPL AND DRKNAUS RDWESTLAKE DRWESTLAKE DRLake Oswego Senior High School Lake Oswego Senior High School MON R O E PKW Y MONROE PKWY LAKEVIEW BLVDLAKEVIEW BLVDJEAN RD JEAN RD SW CHILDS RD SW CHILDS RD Oswego Lake Oswego Lake PILKINGTON RDPILKINGTON RD65TH AV65TH AV34 43 43 INTERSTATE 5 INTERSTATE 5 INTERSTATE5 85 210 50 10 930 225 5 0 1 4 5 5 5 40195235505903807535753570040403206080 415 85 10 760 40 150 240 25 LT LTLT TH THTH RT RTRT RT RT RT TH TH TH LT L T LT RT RT RT TH TH TH LT LT LT LT LTLT TH TH TH RT RT RT AAA (AAA) AAA (AAA) 120 100 AAA (AAA)AAA (AAA)AAA (AAA) AAA (AAA) 20 35 55110(AAA) AAA(AAA) AAA(AAA) AAA(AAA) AAA(AAA) AAA(AAA) AAA765355551004556518066572555(AAA) AAA(AAA) AAA100 185 (AAA) AAA(AAA) A A A LT LT LTLT LT L T RT RT RT RT RTRT RT RT LT LT RT RT RT RT RT TH TH RT TH TH TH TH TH TH LT LT TH LT LT LT RT LT LT LT TH LT LT LT LT TH LT LT LT RT RT L T TH TH TH RT TH TH TH TH RT TH TH THAAA (AAA)AAA (AAA)AAA (AAA)AAA (AAA)AAA (AAA)AAA (AAA)1104053133401557405845502585011555069065AAA (AAA)AAA (AAA)120 815 90 904 125 115 19 0 22 5 400 10 75 1345 24 1390 105 310 120 56070505 4 52010 TH TH TH TH RT RT RT RT RT TH TH THRT TH LT LT LTLT 1 1 2 2 3 3 4 4 5 5 7 7 6 6 8 8 9 9 10 10 Traffic Signal Assessment Warrant and Intersection Control Analysis Page 10 of 20 Table 5: Year 2040 Future Weekday PM Peak Hour Intersection Performance Intersection Control Type Mobility Standard Worst Movement LOS Delay (s) V/C Jean Road/Pilkington Road All-way stop control LOS E EB F/F 71.6 >1.00 Stafford Road/Bergis Road Two-way stop control LOS E WB A/F >80 >1.00 Stafford Road/Sunny Hill Drive Two-way stop control LOS E EB A/C 19.6 0.17 Country Club Road/Goodall Road Two-way stop control LOS E SB B/D 29.7 0.46 Country Club Road/Uplands Drive Two-way stop control LOS E NB B/C 21.3 0.12 Country Club Road/Knaus Road Two-way stop control LOS E SB B/C 22.9 0.24 Bonita Road/Carman Drive/Waluga Drive All-way stop control LOS E SB F/F 74.1 >1.00 Boones Ferry Road/Lake Oswego High School Two-way stop control LOS E WB A/E 44.2 0.28 McVey Avenue/Cornell Street Two-way stop control LOS E NB B/F >80 >1.00 Bryant Road/Jean Road All-way stop control LOS E EB F/E 64 >1.00 SW Childs Road/Bryant Road All-way stop control LOS E EB B/B 14 0.56 Boones Ferry Road/Knaus Road Two-way stop control LOS E WB A/F >80 >1.00 Boones Ferry Road/Rainbow Drive Two-way stop control LOS E WB C/F >80 >1.00 Bold indicates intersection does not meet mobility target Delay and volume-to-capacity (v/c) ratio reported for the worst movement. LOS reported for the worst major/minor lane group level of service Future Signal Warrant Analysis The status of each of the nine applicable signal warrants, given the existing lane configurations and intersection control of the study intersections, is summarized in Table 6. The table also includes an approximation of when each signal warrant would be met. The detailed results of the signal warrant analysis are included in the Appendix. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 11 of 20 Table 6: 2040 Future Conditions Signal Warrant Analysis Intersections Signal Warrants Met 1 2 3 4 5 6 7 8 9 Jean Road/Pilkington Road No Yes Yes No No No No No No Stafford Road/Bergis Road Yes (2022) Yes Yes No No No No No No Stafford Road/ Sunny Hill Drive No No No No No No No No No Country Club Road/Goodall Road No Yes (2029) Yes No No No No No No Country Club Road/Uplands Drive No No No No No No No No No Country Club Road/Knaus Road No No No No No No No No No Bonita Road/Carman Drive/Waluga Drive Yes Yes Yes No No No No No No Boones Ferry Road/Lake Oswego High School No No No No No No No No No McVey Avenue/Cornell Street No No No No No No No No No Bryant Road/Jean Road Yes Yes Yes No Yes No No No No SW Childs Road/Bryant Road No Yes (2040) No No No No No No No Boones Ferry Road/Knaus Road Yes (2039) Yes (2039) No No No No No No No Boones Ferry Road/Rainbow Drive No No No No No No No No No Note: (20XX) denotes approximate year when warrant would be met. If no year shown, the intersection currently meets the warrant in year 2016. ANALYSIS SUMMARY Table 7 provides a summary of both the traffic operations results and the signal warrant results at each study intersection for both existing (2016) and future (2040) conditions. This table also includes an approximation of when each signal warrant would be met. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 12 of 20 Table 7: Summary of PM Peak Hour Intersection Performance and Signal Warrant Analysis (Existing Conditions and 2040 Future Conditions) Intersection Mobility Standard Worst Movement Existing Intersection Performance 2040 Future Intersection Performance Existing Warrants Met 2040 Future Warrants Met LOS Delay (s) V/C LOS Delay (s) V/C Warrant 1 Warrant 2 Warrant 3 Warrant 4 Warrant 5 Warrant 1 Warrant 2 Warrant 3 Warrant 4 Warrant 5 Traffic Signal Assessment Warrant and Intersection Control Analysis Page 13 of 20 The following intersections did not meet any warrants for existing or future (2040) conditions: · Stafford Road/Sunny Hill Drive · Country Club Road/Uplands Drive · Country Club Road/Knaus Road · Boones Ferry Road/Lake Oswego High School · McVey Avenue/Cornell Street · Childs Road/Bryant Road · Boones Ferry Road/Knaus Road · Boones Ferry Road/Rainbow Drive These intersections did not meet warrants for the following reasons: · The major street and minor street volume was not high enough · The total stopped time delay experience by the traffic on one minor street approach during the highest one hour was not high enough · The pedestrian volume crossing the major street was not high enough · There were not five or more crashes correctible by traffic signal control (such as angle crashes) occurring within a 12 month period and/or · The installation of a traffic signal would introduce delay on the mainline that would degrade operations RECOMMENDED IMPROVEMENTS Table 8 summarizes recommended improvements at each intersection per discussion with City of Lake Oswego staffi. The recommendations are separated into the following three categories: · Short-term recommendation (within the next six years) · Future long-term recommendation (between six years and twelve years) · Recommendation beyond 12 years i Recommendations meeting between DKS and Amanda Owings and Erica Rooney from City of Lake Oswego, November 28, 2016. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 14 of 20 Table 8: Recommended Short-Term and Long-Term Intersection Improvements Location Short-term Recommendation (Within Six Years) Long-term Recommendation (Six Years to Twelve Years) Recommendation Beyond Twelve Years Challenges/Notes Prelim. Cost Estimatea Jean Road/Pilkington Road · Install a traffic signal, including intersection lighting, pedestrian crosswalks, and ADA curb ramps · Remove westbound right turn lane to provide sidewalks and shorten the pedestrian crossing distance · None · None · Roadway widening and ROW acquisition · Extend north sidewalk to the east of the intersection · Consider improvements to commercial driveway on Jean Rd closest to intersection – right in/right out, reducing width, etc. $600,000 Stafford Road/Bergis Road · Install a traffic signal, including intersection lighting, pedestrian crosswalks, and ADA curb ramps · Install a southbound left turn lane on Stafford Road · Remove the northbound right turn lane on Stafford Road · Remove the northbound acceleration lane · Include striping changes on Stafford Road at Sunny Hill Drive (see project below) · None · None · Roadway widening and ROW acquisition · If traffic signal is not installed in the short term, consider installing RRFB on the north leg, adding a refuge island, and removing the acceleration lane. This would require striping changes in advance of the intersection to align lanes. $650,000 Stafford Road/Sunny Hill Drive · Install a northbound left turn lane on Stafford Road · Remove the southbound right turn lane on Stafford Road · None · None · Install this project at the same time as the Stafford Road/SW Bergis Road signal installation Country Club Road/Goodall Road/Uplands Drive · Prohibit westbound left turn onto Uplands Drive · Trim and maintain trees east of Goodall on the north side of Country Club Road for sight distance · Install a traffic signal (warranted in 2029), including intersection lighting, pedestrian crosswalks, and ADA curb ramps. Options include: 1. Installing offset signal OR 2. Realigning Uplands Drive with Goodall Road · None · Neighborhood feedback necessary for turn restriction · Traffic signal Option 1 would require ROW and new roadway for narrowing the Uplands approach and installing landscaping · Traffic signal Option 2 would require significant roadway realignment, ROW, and property purchases $850,000 for offset signal (Option 1) More extensive analysis required for realignment cost estimate (Option 2) Country Club Road/Knaus Road · Trim and maintain vegetation in the median planter for driver visibility Bonita Road/Carman Drive/Waluga Drive · Install a traffic signal, including intersection lighting, pedestrian crosswalks, and ADA curb ramps. Install exclusive left turn lanes on all approaches (with protected left turn phasing on all approaches due to limited sight distance) · None · None · Roadway widening and ROW acquisition $1,600,000 for traffic signal with exclusive left turn lanes on all approaches Traffic Signal Assessment Warrant and Intersection Control Analysis Page 15 of 20 Boones Ferry Road/Lake Oswego High School · Maintain tree trimming on east side of roadway to the south of intersection · None · None McVey Avenue/Cornell Street · None Bryant Road/Jean Road · Install a traffic signal, including: intersection lighting, pedestrian crosswalks, and ADA curb ramps · Consider motor vehicle circulation improvements at Lakeridge Junior High School in order to reduce westbound congestion at the intersection · None · None $500,000 Childs Road/Bryant Road · None · None · Signal warrants met in 2040; monitor intersection and revisit analysis in the future Boones Ferry Road/Knaus Road · None · None · Signal warrants met in 2039; monitor intersection and revisit analysis in the future Boones Ferry Road/Rainbow Drive · Monitor intersection and discuss options for future signal or pedestrian crossing · Revisit need for signal or pedestrian crossing · aThe preliminary cost estimates should include a limited listing of traffic items only and are not a comprehensive estimate of the complete improvements required at each location Traffic Signal Assessment Warrant and Intersection Control Analysis Page 16 of 20 Future (2040) Mitigated Intersection Operations At the study intersections with recommended traffic signals, the 2040 future mitigated operational results are presented in Table 9. Table 9: 2040 Future Weekday PM Peak Hour Mitigated Intersection Performance Intersection Mitigated Control Type Mobility Standard Future No-Build Operations Future Mitigated Operations LOS Delay (s) V/C LOS Delay (s) V/C Jean Road/Pilkington Road Traffic Signal LOS E F/F 71.6 >1.00 B 17.5 0.68 Stafford Road/Bergis Road Traffic Signal LOS E A/F >80 >1.00 A 7.2 0.67 Country Club Road/Goodall Road/Uplands Drive Traffic Signal (Offset Intersection) LOS E B/D 29.7 0.46 B 10.9 0.61 Country Club Road/Goodall Road/Uplands Drive Traffic Signal (Aligned Intersection) LOS E B/D 29.7 0.46 A 7.1 0.59 Bonita Road/Carman Drive/Waluga Drive Traffic Signal LOS E F/F 74.1 >1.00 C 20.1 0.72 Bryant Road/Jean Road Traffic Signal LOS E F/E 64 >1.00 C 32.6 0.85 Future (2040) Mitigated Vehicle Queuing Vehicle queuing analysis was conducted at the study intersections with recommended traffic signals for the 2040 weekday p.m. peak hour in order to determine the appropriate turn lane storage lengths to include in design. The results are presented in Table 10. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 17 of 20 Table 10: 2040 Future Mitigated Weekday PM Peak Hour Motor Vehicle 95th Percentile Queuing Intersection Control Type Movement Available Storage Length (ft.) HCM 95th Percentile Queue1 (ft.) Recommended Storage Length Jean Road/Pilkington Road Traffic Signal Eastbound Left Turn 140 150 140* Westbound Left Turn 105 125 125 Stafford Road/Bergis Road Traffic Signal Northbound Left Turn2 - 50 50 Southbound Left Turn2 - 100 100 Country Club Road/Goodall Road/Uplands Drive Traffic Signal (Offset Intersection) Eastbound Left Turn 50 125 125 Westbound Left Turn 50 50 100 Bonita Road/Carman Drive/Waluga Drive Traffic Signal Eastbound Left Turn2 - 150 150 Westbound Left Turn2 - 125 125 Northbound Left Turn2 - 150 150 Southbound Left Turn2 - 150 150 Bryant Road/Jean Road Traffic Signal Eastbound Right Turn 85 125 125 Northbound Left Turn 75 175 175 Southbound Right Turn 100 150 100* Turning movements experiencing 95th percentile queues greater than available storage are shown in bold 1SimTraffic was used to determine the HCM 95th percentile queue 2New left turn lane *Storage not increased in order to prevent roadway widening Detailed Recommendations Detailed recommendations for each intersection are listed below, with preliminary layouts included in the Appendix. 1. Jean Road/Pilkington Road Install a traffic signal within the next six years, which should include intersection lighting, pedestrian crosswalks, and ADA curb ramps. Remove the westbound right turn lane as it is not necessary for meeting operational standards, and replace with landscaping and a sidewalk that connects with the existing sidewalk to the east of the intersection. Utilize permissive left turn phasing on all approaches. Provide exclusive left turn lanes on the Jean Road approaches. Consider right-in/right-out treatment or reducing driveway width for the commercial driveway nearest to the intersection. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 18 of 20 Improvements at the Jean Road/Pilkington Road intersection should accommodate the following two projects identified in the latest Transportation System Plan (TSP)j to the extent possible: · Project 118: Install two 6 foot bike lanes, a 5 foot landscape strip, and 6 foot sidewalks on the south side of Jean Road west of the Pilkington Road intersection · Project 122: Install 6 foot bike lanes and 5.5 foot sidewalks on both sides of Pilkington Road north of the Jean Road intersection 2. Stafford Road/Bergis Road/Sunny Hill Drive Install traffic signal within the next six years, which should include intersection lighting, pedestrian crosswalks, and ADA curb ramps. Update intersection configuration to include exclusive northbound and southbound left turn lanes. Eliminate the existing northbound right turn lane. Realign private driveway on west side of intersection to align with intersection. Utilize permissive left turn phasing on both the Stafford Road and Bergis Road approaches. Additionally, a northbound left turn lane should be installed at the Stafford Road/Sunny Hill Drive intersection. In order to accommodate this new lane configuration, Stafford Road will need to be widened and restriped for several hundred feet on each side of the intersection in order to properly align the northbound through lane. If a traffic signal is not installed in the short term, consider installing a rectangular rapid flashing beacon (RRFB) on the north side of the Stafford Road/SW Bergis Road intersection in order to improve pedestrian access. If an RRFB is installed, it is recommended that the acceleration lane on Stafford Road be removed and a pedestrian refuge island be installed in between the travel lanes. This would require some restriping on Stafford Road to realign the travel lanes. Improvements at the Stafford Road/Bergis Road and Stafford Road/Sunny Hill Drive intersections should accommodate the following project identified in the latest TSP: · Project 91: Install 6 foot bike lanes on both sides of Stafford Road between South Shore and Overlook 3. Country Club Road/Goodall Road/Uplands Drive As a short-term improvement, prohibit westbound left turns onto Uplands Drive in order to eliminate the back to back left turn conflict on Country Club Road. This could increase travel times for residents who live on Uplands Drive near Country Club Road by up to two minutes and 0.9 miles. This improvement would be contingent on neighborhood feedback and approval. Trim and maintain trees east of Goodall on the north side of Country Club Road for sight distance. As a long-term (approximately 12 years into the future) improvement, install a new traffic signal. This would include intersection lighting, pedestrian crosswalks, and ADA curb ramps. Two options have been identified for the proposed signalized intersection as shown In Figure 2 and described below: j Transportation System Plan, 2015-2035. City of Lake Oswego. Adopted September 2, 2014. Traffic Signal Assessment Warrant and Intersection Control Analysis Page 19 of 20 · Offset Signal Option: Install an offset signal without realigning any side streets. This would require more signal poles than a traditional intersection. Left turn lanes would not be recommended on Uplands Drive or Goodall Road. The recommended left turn phasing would be permissive on the Uplands Drive and Goodall Road approaches, and those approaches would operate split phase. The eastbound and westbound left turn phases would be protected only and would not be able to operate together. · Realigned Signal Option: Align Uplands Drive with Goodall Road, and install a traffic signal. This would require right of way and property acquisition, as well as extensive grading and geometric changes to Uplands Drive. Left turn lanes would not be recommended on Uplands Drive or Goodall Road. The recommended phasing would be permissive only left turns on all approaches. Improvements at the Country Club Road/Goodall Road/Uplands Drive intersection should accommodate the following project identified in the latest TSP: · Project 15: Install a 6 foot asphalt shoulder pathway on the east side of Goodall Road between Country Club Road and Knaus Road Figure 2: Offset Signal (Left) and Realigned Signal (Right) Options at Country Club Road/Goodall Road/Uplands Drive 4. Carman Drive/Bonita Road/Waluga Drive Install a new traffic signal within the next six years, which should include intersection lighting, pedestrian crosswalks, and ADA curb ramps. Due to capacity and sight distance limitations, the roadway should be widened to provide exclusive left turn lanes with protected left turn phasing on all four approaches. Some right of way and widening would be needed for these intersection improvements. A mini-roundabout could be considered for an alternate traffic control option (preliminary layout not shown). Improvements at the Carman Drive/Bonita Road/Waluga Drive intersection should accommodate the following two projects identified in the latest TSP: · Project 5: Install 6 foot wide bike lanes and 6 foot wide separated concrete sidewalks · Project 80: Install 5.5 foot sidewalks and 6 foot bike lanes on both sides of Bonita Road west of the Carman Drive intersection Traffic Signal Assessment Warrant and Intersection Control Analysis Page 20 of 20 5. Jean Road/Bryant Road Install a new traffic signal within the next six years, which should include intersection lighting, pedestrian crosswalks, and ADA curb ramps. No additional right of way is needed with the existing lane configuration. Currently, there are bike lanes on the northbound and eastbound approaches to the intersection that end 200 feet from the intersection. If bike lanes were continued through the intersection, some widening would be required. Utilize protected left turn phasing for the northbound Bryant Road approach and permissive left turn phasing for the eastbound Bryant Road approach. In order to reduce congestion at the intersection during school drop-offs, circulation improvements should be considered at Lakeridge Junior High School. Currently, westbound congestion, caused by vehicles turning left into the nearest school driveway, blocks the Jean Road/Bryant Road intersection and prevents vehicles from making northbound left turn or southbound right turn movements. Appendix A. Signal Warrant Analysis Summaries B. Synchro Output Reports C. Simtraffic Output Reports D. Preliminary Intersection Layouts ATTACHMENT 2 D. Preliminary Intersection Layouts 720 SW Washington St. Suite 500 Portland, OR 97205 503.243.3500 www.dksassociates.com MEMORANDUM DATE: June 21, 2017 TO: Amanda Owings, City of Lake Oswego FROM: Brian Copeland, P.E., PTOE Kate Petak, P.E. SUBJECT: Pedestrian Crossing Analysis P#16134-000 INTRODUCTION This purpose of this memorandum is to summarize the results of the pedestrian crossing analysis conducted at three study locations for the Traffic Signal Assessment project in the City of Lake Oswego. The goal of the Traffic Signal Assessment project is to provide recommendations for improvements at multiple study locations for existing and future (2040) conditions. The data used for the analysis was previously summarized in the Data Collection Memorandum.a Pedestrian crossings were analyzed at the following three locations: · Boones Ferry Road between Rainbow Drive and Sherbrook Place · Overlook Drive at Ridge Lake Drive · Overlook Drive midblock crossing located 300 feet east of Ridge Lake Drive This memorandum includes a summary of existing facility characteristics, existing and future crossing treatment analysis, and recommendations for specific crossing design treatments. EXISTING CONDITIONS This section summarizes existing transportation conditions in the study area. Included is an inventory of the existing roadway characteristics, a summary of crash history, and the results of the pedestrian crossing treatment evaluation. a Traffic Signal Assessment - Data Collection Memorandum. DKS Associates. November 18, 2016. ATTACHMENT 3 Pedestrian Crossing Analysis Page 2 of 7 Roadway Network Table 1 summarizes the transportation network characteristics that were used to evaluate the pedestrian crossings. Table 1: Existing Roadway Network Characteristics Roadway Posted Speed (mph) 85th Percentile Speed (mph) Cross Section Roadway Lighting Present Sidewalk Crossing Distance (feet) Existing Marked Crosswalk Boones Ferry Road (between Rainbow Drive and Sherbrook Place) 40 46 4-5 Lanes Yes Yes 65 No Overlook Drive at Ridge Lake Drive 25 28 2 Lanes Yes Yes 40 Yes Overlook Drive Midblock Crossing 25 28 2 Lanes Yes Yes 30 Yes Crash History Evaluation An analysis of the collision history, with a focus on pedestrian-related crashes, was performed at the study areas to identify collision trends. The most recent five years of available collision data (August 2011-July 2016) was obtained from the City of Lake Oswego, and was presented in the Data Collection Memorandum. There were no pedestrian-related collisions reported during the five years evaluated at any of the study locations. Pedestrian Crossing Treatment Evaluation Given the facility characteristics and available data, each of the pedestrian crossing locations was evaluated to determine the most suitable design treatments. In 2006, the National Cooperative Highway Research Program (NCHRP) issued NCHRP Report 562, entitled “Improving Pedestrian Safety at Unsignalized Crossingsb.” NCHRP Report 562 discusses the various ways of improving pedestrian crossings and their current applications throughout the United States. In the Appendix of the report, worksheets are provided which aid in the selection of pedestrian crossing treatments at unsignalized intersections. The worksheets show the analysis process for selecting the appropriate pedestrian crossing treatments, and recommend a category of pedestrian crossing treatment based on roadway characteristics, traffic volumes, and pedestrian behavior. The four treatment categories are: b Improving Pedestrian Safety at Unsignalized Crossings, TCRP Report 112/NCHRP Report 562, Transportation Research Board, 2006. Pedestrian Crossing Analysis Page 3 of 7 · Green: A marked crosswalk is recommended. · Yellow: An active/enhanced crosswalk is recommended in addition to a marked crosswalk. Within this category, types of pedestrian crossing improvements include in-street crossing signs, pedestrian crossing flags, high visibility signing, or actuated in-pavement roadway lighting. This category also includes Rectangular Rapid Flashing Beacons (RRFBs), which were given interim FHWA approval in 2008. · Red: A signal/beacon is recommended in addition to a marked crosswalk. Within this category pedestrian crossing improvements include the midblock signalc, half signald, and the HAWK signal beacon. · Gray: No marked pedestrian crossing is recommended. NCHRP Report 562 recommends the use of raised median refuge islands, curb extensions, or other traffic calming measures as feasible. A further explanation of each crossing treatment category, along with the pros and cons for each treatment category, can be found in Table 2. Using Worksheet 1 from the NCHRP Report 562 Appendix, pedestrian crossing locations were evaluated to determine the appropriate crossing treatment for each. These worksheets can be found in Appendix A of this memorandum. The existing motor vehicle volumes, existing pedestrian crossing volumes, and resulting NCHRP treatment categories are shown in Table 3. c A midblock traffic signal is a standard traffic signal not located at an intersecting cross street. The signal typically dwells in green until activated by a pedestrian push-button. d A half signal is a standard traffic signal for the major roadway, and a stop sign for the minor street. The signal dwells in green until activated by a pedestrian push-button. Pedestrian Crossing Analysis Page 4 of 7 Table 2: NCHRP Pedestrian Crossing Treatment Summary Treatment Category Brief Description of Treatment Options Pros of Treatment Type Cons of Treatment Type Green A marked crosswalk i.e. standard crosswalk or continental crosswalk · A marked crosswalk establishes pedestrian right-of-way within the crossing · A marked crosswalk enhances visibility of the crosswalk to motor vehicles. · Marked crosswalks can give pedestrians a false sense of security if installed at inappropriate locations · Crosswalk marking will need to be maintained on a more regular basis since motor vehicles are crossing them perpendicular Yellow A marked crosswalk along with in-street crossing signs, pedestrian crossing flags, high visibility signing, or actuated in-pavement roadway lighting. Common recommendation is an RRFB with interim FHWA approval · A marked crosswalk establishes pedestrian right-of-way within the crossing · Yellow crossing treatments increase pedestrian visibility beyond marked crosswalks · Yellow treatment options can be more expensive · Yellow treatment options only warn motor vehicles of pedestrians crossing · Yellow treatment options such as an RRFB cannot be coordinated with other traffic signals as part of a signal system Red A marked crosswalk along with a signal/beacon. Treatments commonly include midblock signals, half signals, and the HAWK signal beacon · A marked crosswalk establishes pedestrian right-of-way within the crossing · Red crossing treatments increase pedestrian visibility beyond Yellow crossing treatments · Red crossing treatments require motor vehicles to stop for pedestrians crossing · Red treatment options like a HAWK signal can be coordinated with the existing traffic signal system · Red treatment options are often more expensive than Yellow treatment options · Red treatment options can often take up more space within the public right-of-way Gray A marked crosswalk is not recommended. Consider using a raised median refuge island, curb extensions, or other traffic calming measures as feasible. · Installing median refuge islands and curb extensions can decrease pedestrian crossing distances, limiting pedestrian exposure time to motor vehicles · Installing traffic calming measures can in some cases reduce vehicle speeds · As pedestrian usage increases over time, Gray treatment options may need to be enhanced to Green, Yellow, or Red Pedestrian Crossing Analysis Page 5 of 7 Table 3: 2016 Existing Weekday Peak Hour Pedestrian and Motor Vehicle Volumes Location Pedestrian Peak Hour Motor Vehicle Peak Hour Pedestrian Peak Hour Pedestrians Crossing Mainline Mainline Motor Vehicle Volumes NCHRP Treatment Category Motor Vehicle Peak Hour Pedestrians Crossing Mainline Mainlin e Motor Vehicle Volumes NCHRP Treatment Category Boones Ferry Road (between Rainbow Drive and Sherbrook Place) 12:45 p.m. 4 2,011 Gray 4:00 p.m. 1 2,857 Gray Overlook Drive at Ridge Lake Drive 7:00 a.m. 40 473 Green 4:45 p.m. 2 667 Green Overlook Drive Midblock Crossing 2:00 p.m. 52 425 Green 4:45 p.m. 0 667 Green FUTURE CONDITIONS This section summarizes the results of crossing treatment evaluation performed using future forecasted year 2040 motor vehicle and pedestrian volumes. Estimating Future Volumes The Portland Metro 2010 (Base Year) and 2040 (Future Financially Constrained) PM Peak Hour travel demand models were used to determine future motor vehicle and pedestrian volume estimates. The final estimated future 2040 volumes were used to develop growth rates by approach; these growth rates were applied to both the existing motor vehicle and pedestrian volumes. Future (2040) Pedestrian Crossing Treatment Evaluation Using Worksheet 1 from the NCHRP Report 562 Appendix, pedestrian crossing locations were evaluated to determine the appropriate crossing treatment for each, based on future volumes. These worksheets can be found in Appendix B of this memorandum. The motor vehicle volumes, pedestrian crossing volumes, and resulting NCHRP treatment categories are shown in Table 4. Pedestrian Crossing Analysis Page 6 of 7 Table 4: 2040 Future Weekday Peak Hour Pedestrian and Motor Vehicle Volumes Location Pedestrian Peak Hour Motor Vehicle Peak Hour Pedestrian Peak Hour Pedestrians Crossing Mainline Mainline Motor Vehicle Volumes NCHRP Treatment Category Motor Vehicle Peak Hour Pedestrians Crossing Mainline Mainline Motor Vehicle Volumes NCHRP Treatment Category Boones Ferry Road (between Rainbow Drive and Sherbrook Place) 12:45 p.m. 5 2,439 Gray 4:00 p.m. 2 3,465 Gray Overlook Drive at Ridge Lake Drive 7:00 a.m. 47 558 Green 4:45 p.m. 3 787 Green Overlook Drive Midblock Crossing 2:00 p.m. 62 502 Green 4:45 p.m. 0 787 Green RESULTS Pedestrian crossing volumes are very low in the vicinity of the Boones Ferry Road pedestrian crossing. Based on the NCHRP 562 worksheets for both existing and future conditions, a crossing in this location meets the criteria for the “gray” treatment category, which includes consideration of raised median islands, curb extensions, or other traffic calming measures where feasible. Without being able to reach the threshold of 20 pedestrians during the peak hour, the recommended crossing treatments on Boones Ferry Road are all static in nature. The crossing location should be located such that a median can be provided and potential conflicts with turning vehicles from side streets are minimized. Also, the crossing should not be located in the vicinity of the existing southbound acceleration lane. The pedestrian crossing volumes are higher in the vicinity of the pedestrian crossings on Overlook Drive. Based on the NCHRP 562 worksheets for both existing and future conditions, both crossing locations along Overlook Drive are shown to meet the criteria for the “green” treatment category, which includes a marked crosswalk. Both of the crossing locations on Overlook Drive already have marked crosswalks, but further recommendations are included in the next section. RECOMMENDED IMPROVEMENTS Table 5 summarizes the recommended pedestrian crossing treatments at each of the three study locations. These recommendations are also shown in Appendix C. Pedestrian Crossing Analysis Page 7 of 7 Table 5: Recommended Pedestrian Crossing Treatments Location Recommended Improvement Timeline Prelim. Cost Estimate Boones Ferry Road (between Rainbow Drive and Sherbrook Place) · Install median refuge island on Boones Ferry Road on the south side of the Sherbrook Place intersection, curbed with cut-through. Include high visibility curb paint and truncated dome plates · Install roadway signage for pedestrian crossings (W11-2 and W16-7p) · Install ADA curb ramps and truncated dome plates · Install lighting to meet recommended lighting levels for midblock pedestrian crossings · Work with TriMet on relocating bus stop closer to new crossing 2017 $70,000 Overlook Drive at Ridge Lake Drive · Install curb extensions on the northeast and southeast corners · Maintain existing marked crosswalk · Install four ADA curb ramps and truncated dome plates · Update roadway signage for pedestrian crossings · Install lighting to meet recommended lighting levels for crosswalks at intersections 2017 $75,000 Overlook Drive Midblock Crossing · Update roadway signage for pedestrian crossings · Maintain existing marked crosswalk · Install lighting to meet recommended lighting levels for crosswalks at intersections 2017 $35,000 Appendix NCHRP 562 Analysis Reports Preliminary Crossing Layouts ATTACHMENT 4 C. Preliminary Crossing Layouts TRAFFIC SIGNAL REPORT E N G I N E E R I N G D E P T J U L Y 1 8 , 2 0 1 7 Project Information •11 intersections for signals (MUTCD) •2 pedestrian crossing locations (NHCRP Report 562) Future Traffic Signals Traffic Signal Time Frame Bryant / Jean 0-6 years Pilkington / Jean 0-6 years Stafford / Bergis (Sunny Hill)0-6 years Carman / Waluga / Bonita 0-6 years Boones Ferry / Rainbow 0-6 years Country Club / Goodall / Uplands 6-12 years Childs / Bryant 12+ years Boones Ferry / Knaus 12+ years Proposed Jean / Bryant Signal Next Steps •Add projects to the Capital Improvement Plan •Prepare for fiber communications to all intersections •Notify land use actions of future signals •Incorporate projects into next TSP update 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us TO: Kent Studebaker, Mayor Members of the City Council FROM: Scott Lazenby, City Manager Erica Rooney, City Engineer Shawn Cross, Finance Director SUBJECT: ACCELERATED STREET PRESERVATION PROGRAM DATE: July 7, 2017 MEETING DATE: July 18, 2017 ACTION Provide direction to staff. SUGGESTED MOTION Move to direct staff to make preparations for an accelerated pavement preservation contract in 2018, subject to state adoption of the transportation funding package, and future City Council approval of loan financing. INTRODUCTION/BACKGROUND The Pavement Management Program was reviewed by the City Council on October 18, 2016 (see the report). Of particular concern are streets that are still treatable with an overlay or seal coat, but are heading to the point where complete reconstruction might be necessary. The sooner these streets can be treated, the better, since reconstruction is far more expensive. At this point, the estimated allocation to Lake Oswego, by biennium, is as follows: 2017-19 2019-21 2021-23 2023-25 2025-27 $816,000 $1,541,000 $1,914,000 $2,279,000 $2,408,000 Because the state and all local governments have pent-up demand for street projects, if the funding package is approved, there will probably be a large demand for work by a limited number of construction contractors. 13.3 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us A strategy to address this could be to borrow against this future revenue stream, and go out to bid for an accelerated list of pavement preservation projects as early as spring of 2018. DISCUSSION A ten-year loan or bond supported by the anticipated annual revenue could conservatively yield $7 million for pavement preservation projects. As long as the projects are r elatively straightforward overlays or sealing, it should be possible to prepare bid specifications over the next nine months. We do not have a specific list of streets to be resurfaced under this program, but one would be developed based on the recent survey of street condition. We would not sell bonds or advertise for bids until the state funding is fairly certain. If, however, future legislative or voter action threatens this funding, the Capital Improvement Plan allocates a sufficient stream of revenue for street preservation to easily cover the estimated $900,000/year in interest and principal payments. ADVANTAGES AND DISADVANTAGES A disadvantage of this strategy is that borrowing incurs interest costs that could otherwise be applied directly to improving streets. This is countered by the advantage of treating streets before they deteriorate further, and by going out to bid early, before competition for contractors pushes prices higher. An accelerated program will cause more disruption to residents as more streets are resurfaced. But a simple overlay can be done much more quickly than a full street reconstruction, reducing the amount of time residents are affected. Since this program will not improve streets with a Pavement Condition Index (PCI) below 20 (those needing reconstruction), residents may be concerned that we are ignoring the worst streets. But the use of the additional state funds for pavement preservation will free up our existing resources, some of which can be applied to reconstruction. RECOMMENDATION We are not seeking a final decision from the City Council at this point, since the state transportation package has not been signed by the Governor. But if the Council is inclined to support this strategy, we need to begin soon on developing bid specifications and preparing for loan or bond financing. 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor Members of the City Council FROM: Scot Siegel, Director, Planning and Building Services David Powell, City Attorney SUBJECT: ENFORCEMENT OF TRANSIENT LODGING PROHIBITION IN RESIDENTIAL ZONES DATE: July 11, 2017 MEETING DATE: July 18, 2017 ACTION This is an informational item, as requested by the City Council on June 20, 2017. INTRODUCTION/BACKGROUND After receiving input from the Planning Commission and Tourism Advisory Committee, on June 20, 2017, the City Council decided not to amend the Community Development Code (CDC) to allow short-term rentals in residential zones. A short-term rental is where a building or portion thereof is rented for a period of less than 30 days, as defined in LOC 24.02.010 Transient Lodging Tax. Such rentals are prohibited in residential zones, per LOC 50.03.002 Use Table. During the Planning Commission’s goal setting in January, the City Council directed the Commission to consider a code amendment allowing short-term rentals, beginning with identification of land use issues that should be considered. The Commission held a work session on May 8 where it accepted public comment on this question. The Council considered the Commission’s input on June 20, and decided to discontinue work on the code amendment. The Council also directed staff to actively enforce the prohibition against transient lodging in residential zones, as opposed to waiting for complaints to file in. The concern was that a complaint-based approach to code enforcement would take too long and be unfair to those who legally operate hotels in the city. The Council also asked staff to return with a plan for swift and effective enforcement of the current prohibition against short-term rentals. 13.4 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city DISCUSSION The following outlines an enforcement process for short-term rentals: 1. Contact all short-term rental platforms that are known to operate within Lake Oswego, and inform them of Lake Oswego’s regulations for residential zones. Request that the companies send all hosts/operators an announcement of the city’s prohibition against transient lodging in residential zones. 2. Research the ownership of short-term rentals in Lake Oswego using available online profiles and data. (This would include all known rental platforms and web sites publishing classified ads for short-term rentals in the city.) Continue to respond to complaints, and maintain and update an active complaints list. 3. Publish information about the short-term rental restrictions on the City’s website and in Hello LO encouraging compliance and describing how to report violations. 4. Mail enforcement letters to all confirmed code violators, requiring them to cease operations or be cited. Follow up via phone and email contacts. This is our standing procedure. 5. Where owner does not cease operations, issue a citation; the citation must be provided to the property owner by personal service. A “presumptive fine” of $545 may be paid in lieu of a court appearance. In the case of repeated violations or aggravated circumstances where staff believes a greater penalty is appropriate, staff may ask the Municipal Court not to accept the presumptive fine, but to instead s chedule a penalty hearing. The maximum fine is $1,000 per citation. In appropriate cases a citation may be issued for each day that the violation continues. 6. Coordinate a plea date with Municipal Court. If the defendant contests the charges, prepare a court narrative and attend trial. 7. Periodically check to see if property is relisted. 8. Complete City records and close cases. ALTERNATIVES As an alternative to issuing citations, the City can file a suit asking the Circuit Court to issue an injunction forbidding a particular property owner from operating a transient lodging facilit y. However, this process is cumbersome and time consuming, and would be used only in unusual cases. The ability to issue multiple citations (potentially up to $1,000 per day) is usually sufficient to achieve compliance. Page 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city FISCAL IMPACT Existing code enforcement personnel in the Planning Department will lead this effort. The department currently has one code enforcement specialist for zoning and land use issues. Due to workload, additional personnel will be needed to maintain current levels of service in other areas, such as inspections (tree protection and development review) and enforcement of other regulations. The Planning Department budget includes adding a temporary code enforcement/planning inspector position this year, which should help offset the increased workload. The recruitment process has begun and we hope to fill the position shortly. The City Manager may also delegate some code enforcement responsibilities to other departments, as was done recently by having community service officers in the Police Department take the lead in addressing additional nuisance type violations relating to vehicles. 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city TO: Kent Studebaker, Mayor Members of the City Council FROM: Erica Rooney, PE, Director Engineering Department SUBJECT: Transportation System Development Charges – Study Session on Alternative Implementation Rates and/or Strategy DATE: July 10, 2017 MEETING DATE: July 18, 2017 ACTION Determine if an alternative implementation strategy is preferred to update the Transportation System Development Charges, and direct staff to enact accordingly in September. INTRODUCTION/BACKGROUND Recent History & Actions: The City hired FCS Group in late summer 2016 to update the methodology and rates for the Transportation System Development Charges (TSDCs). The first study session was held before Council on November 3, 2016, and was followed by a formal public hearing on February 7, 2017. Resolutions 17-07 and 17-08 approved of and accepted the methodology and the new rates, respectively, as a result of the analysis, study sessions, and public hearings held on this matter. The effective date was set for July 1, 2017. On June 20, 2017, Council enacted Resolution 17-37, which delayed the effective date until January 1, 2018, allowing for Council to reconsider the implementation of the new rates. Staff was directed to return with another study session to explore alternatives for further consideration DISCUSSION Based on a number of questions raised by City Council, here is a synopsis of concerns and ideas that were raised: 13.5 Page 2 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city Current Rate, Indexed for Inflation The City of Lake Oswego’s TSDCs have been same, never inflated, since 2006. The rate is $4,195 per new single family residential unit. If the rate had been indexed each year, the current rate would be $5,465 per unit. This is approximately a 30% increase. Formula/Methodology Review The methodology report approved in February provides a detailed explanation of the formula to determine the new rate and how to apply it to development based on the traffic impacts of the development. FCS used a regionally recognized and applied methodology to determine a rate that could be applied for Lake Oswego. Rates are determined by dollar needs and anticipated growth: $ Cost of Needs/Projects = $ per person trip Growth Rate Key issues are summarized as follows: • The 2014 Transportation System Plan (TSP) identified over $293 million in improvements • Of that total, approximately $62 million can be paid for using SDCs. • In the next 20 years, Lake Oswego is estimated to grow by approximately 70,000 person trips. • The per person trip rate is calculated from the $62 million in need, divided by the 70,000 person trips – resulting in a rate of $945/person trip Lake Oswego is generally built out; and because the infrastructure is lacking a large number of basic components (particularly related to pedestrian and bicycle facilities), the cost of those future improvements is distributed to a small anticipated growth in development. The remainder of the costs for all the TSP improvement will need to come from other sources such as gas tax revenue, street maintenance fee, or perhaps even general fund. The TSDC Fund is only one source of funds needed to implement the transportation facilities identified in the TSP. Recently Approved Rate and How it Compares The updated rates for a large number of residential and non-residential developments were approved as part of Resolution 17-08 (see attachment). The TSDC rates compared to other cities in the area was provided in the Methodology Report as Exhibit 3.2 and is repeated below. Page 3 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city Exhibit 3.2: Transportation SDC Comparison by Select Land Use ITE Code Land Use Lake Oswego Current Lake Oswego Proposed West Linn Oregon City Wilsonville (CL County) Tigard Beaverton - South Cooper Mountain Hillsboro - South Hillsboro2 Washing -ton County 210 Single-Family Detached Housing per Dwelling $4,195 $14,760 $9,410 $8,684 $7,695 $14,083 $16,160 $20,009 $8,278 254 Assisted Living per Unit $1,220* $4,004 $2,545 $1,512** $1,693 $2,558**** $5,423***** $5,139 $2,558 110 General Light Industrial per 1,000 SFGFA $2,760 $8,225 $5,208 $8,187 $7,464 $5,873**** $ - 3 $17,252 $5,873 710 General Office Building per 1,000 SFGFA1 $4,269 $13,093 $8,344 $12,894 $13,390*** $8,687**** $6,991 $26,167 $8,687 820 Shopping Center per 1,000 SFGFA $1,946 $32,310 $10,297 $12,293 N/A $11,366**** $17,253 $40,091 $11,366 Source: ITE Trip Generation Manual, 9thEdition. 1For the purposes of the survey, the office building considered is between 10ksf and 49.9ksf. 2South Hillsboro TSDC for Area 2, properties outside the creation of a local improvement district, only. 3 City staff said that this ITE code would not be allowed in the South Cooper Mountain Area. *ITE Code 252 used, code 254 is not available in current fee schedule. **ITE Code 253 used, code 254 is not available in current fee schedule. ***ITE Code 715 used, code 710 is not available in current fee schedule. ****Tigard has delayed adoption of non-residential SDCs; only TDT charged in city. *****According to staff, City would charge assisted living as if it were an apartment (ITE 220) Example Rate for Various Development Types Staff has compared the recently approved rates to rates in other cities, analyzing five other types of retail or commercial uses. The total SDCs (including water, sewer, parks, surface water and transportation) are shown in Attachment 4. It shows that the total SDCs for these particular development types are very comparable to surrounding city’s rates. The key issues to realize is that very few developments pay the full rate from the table. This strategy of giving credit has always been applied since the beginning of SDC implementation. With the exception of new homes on never-before-developed property, and commercial/retail on undeveloped land, the proposed development more often than not receives a reduced rate based on what was on the property before the current proposed development. For example: • A tear-down and rebuilt home on the same lot –TSDCs will NOT be assessed • A new home on a vacant lot – TSDCs (and other SDCs) will be assessed. • Commercial development on property that had previous development – TSDCs will be less than maximum rate, receiving “credit” for previous impact. Potential Impacts of Phasing in the Rates Based on public feedback during the hearing in February, Council enacted a phased strategy for the TSDC associated with single family residential development, taking approximately two years to reach the maximum rate proposed. During the February hearing, information about phasing was provided in the FAQ attachment, and is reproduced below. This is an example of potential dollars lost if all the rates were Page 4 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city implemented over a five year period, starting at 50% of maximum and increasing 10% each year thereafter. In summary, the potential lost revenues from SDC dollars is nearly $5 million. Alternative rates for different areas of the City Some recent discussion has occurred around providing discounts for certain areas where development should be encouraged. The Methodology Report provided some guidance about this in Section B: The City may exempt specific classifications of development, such as minor additions from the requirement to pay transportation SDCs. The City may not arbitrarily exempt customers or customer types from SDCs; it must have a cost or demand-based justification. 5b SDC Phase-In Strategy (5-year phase in alternative) FY 2017-18 FY 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 FY 2022- 2023 Total Maximum Defensible SDC SDC per ADPT $945 $945 $945 $945 $945 $945 Annual ADPT Growth1 3,481 3,481 3,481 3,481 3,481 3,481 Total Annual Revenue $3,289,903 $3,289,903 $3,289,903 $3,289,903 $3,289,903 $3,289,903 $19,739,420 Phased-In SDC Percent phase-in 50% 60% 70% 80% 90% 100% SDC per ADPT $473 $567 $662 $756 $851 $945 Annual ADPT Growth1 3,481 3,481 3,481 3,481 3,481 3,481 Total Annual Revenue $1,644,952 $1,973,942 $2,302,932 $2,631,923 $2,960,913 $3,289,903 $14,804,565 Lost Revenue Due to Phase-In ($1,644,952) ($1,315,961) ($986,971) ($657,981) ($328,990) $0 ($4,934,855) 1Assumes level annual growth during the analysis period. ADPT=Annual Daily Person Trips Page 5 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city The City can also consider discounts to transportation SDCs based on potential reductions in trip demand. For example, development in downtown locations may benefit from population living close proximity to a wide mix of uses as well as transits services. As such, these areas tend to generate fewer total trip than other locations. Cities such as Tigard, Oregon City, and Happy Valley have chosen to discount the trip generation levels for mixed-use developments in downtown locations by 15-20% given these factors. Council could consider a reduced rate for development in certain areas, such as East End District or the Boones Ferry Road Redevelopment District, based on a similar analysis of trip reduction in mixed-use developments. Because the SDC methodology provides a well-supported connection between infrastructure costs and the impact of development, staff does not recommend arbitrary reductions for types of businesses or geographic areas. The City Council can, however, set the overall SDC cost recovery rate at an amount less than 100% as a way to encourage economic development. Reducing categories to make it easier to determine rates and reduce administrative costs in tracking changes in use. TSDC calculations are made by determining the type of use, and knowing the size of the development. Staff use the approved rate table to determine what category of development is the best and most accurate fit. This is also based on standard descriptions provided in the ITE - Trip Generation Manual mentioned above. The traffic impacts are either clearly identified in the approved rate table, or if not in the table, they are calculated using the formulas outlined in the approved Methodology Report. The size of the proposed development factors into the overall rate and cost. This strategy has been used since the beginning of SDC implementation and is the same approach used by other agencies. There is some suggestion that categories should be combined to make it easier to calculate the costs. For example, could there be only three or four categories; such as residential, commercial, retail, and industrial? Staff analyzed the approved rate table, condensed it into seven different categories, and provides this summary comparison: Page 6 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city Large Categories Sub Categories Range Average Rate Low High Housing 5 4,004 14,760 9,082 Per Dwelling Unit Office 7 9,723 188,895 60,063 Per 1000 sf Retail 18 2,855 385,610 70,656 Per 1000 sf Services 6 52,404 523,661 256,176 Per 1000 sf Industrial 5 1,547 8,341 5,311 Per 1000 sf Lodging 2 8,796 12,274 10,535 Per Room Institutional 6 9,299 33,456 18,774 Per 1000 sf Medical 2 11,268 19,014 15,141 Per 1000 sf The key issues associated with category consolidation are: • The range of rates within a large category are significant. • If using a weighted average rate within a large category, some users will pay much more than their impact (at least as assumed in the ITE manual) implies; others will pay far less than their impact. • By not applying a TSDC associated with the estimated impact, it is possible the average rate would be considered unfair to those developments that would have had a lower rate under traditional methodologies. The industry uses the ITE Trip Generation Manual because it estimates typical traffic impacts based on studies. The City of Lake Oswego Code does allow for any proposed development to provide an independent analysis of proposed impacts by conducting studies at same or similar facilities in the metropolitan area. If the independent study shows that the proposed development would have significantly less impact than provided in the Trip Generation Manual, staff will use that information to calculate the total impact fee. This has been done on a few occasions in the past. Council Policy Guidance Some cities adopt a formal policy on growth, ranging from anti-growth to pro-growth. Cities that are neutral on growth typically require new growth to pay for itself. The Lake Oswego City Council has not adopted a policy on growth and development. Previous decisions on systems development charges have tended to support rates that are 100% of the amount yielded by the SDC methodology, which would be consistent with a policy that new growth pays for itself. The Council has, however, adopted a formal policy on economic development. It states, in part: Page 7 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city “The City of Lake Oswego will actively encourage business investment and expansion by: Financial or land use incentives when warranted by the benefits to the city provided by the new or growing business, as decided on a case-by-case basis by the City Council.” ALTERNATIVES By enacting Resolution 17-37 on June 20, Council has allowed time for further consideration of the overall impact of the proposed fees, and may consider alternative approaches. 1. Keep the proposed methodology and rate, with a phased approach for residential only, as previously enacted through resolutions. a. No change, except for start date is now January 1, 2018. b. Methodology is consistent methodology with other agencies 2. Keep the proposed methodology and rate, but phase in rates for all categories over time, with an annual construction cost index a. Lost potential revenue to the TSDC Fund, depending on phase-in rate. b. Five-year phase in rate equates to potential loss of $5 million 3. Reduce the rate overall, with an annual construction cost index. a. Total TSDC fund revenue potential will be less than $62 million b. Rate may be more palatable to commercial and retail development 4. Reexamine the methodology and rate completely. a. Hire FCS to examine a different methodology, based on a smaller number of categories. b. Delays any implementation 4-6 months. c. May be easier for developers to determine impact fees on their own. FISCAL IMPACT All of the alternatives mentioned above have the impact of reducing the projected revenues for the TSDC Fund. The lost revenue potential varies significantly depending on which alternative is pursued. Adjustments to the proposed expenditures and projects associated with the Capital Improvement Plan will need to be reexamined once an alternative implementation determination is made by Council. ATTACHMENTS 1. Resolution 17-07 – TSDC Methodology Report 2. Resolution 17-08 – TSDC Rates 3. FAQ, February 7, 2017 4. SDC Comparison with Other Cities, July 10, 2017 ATTACHMENT 1 City of Lake Oswego TRANSPORTATION SYSTEM DEVELOPMENT CHARGE METHODOLOGY REPORT January 26, 2017 FCS GROUP Oregon Office 4000 Kruse Way Place, Bldg 1, Ste 220 Lake Oswego, OR 97035 T: 503.841.6543 EXHIBIT A City of Lake Oswego Transportation SDC Methodology January 2017 page i www.fcsgroup.com FCS GROUP TABLE OF CONTENTS SECTION I: INTRODUCTION ........................................................................................................... 1 A. System Development Charges .......................................................................................................... 1 B. Updating the Transportation SDC ...................................................................................................... 2 C. Calculation Overview .......................................................................................................................... 2 C.1 Reimbursement Fee ..................................................................................................................... 2 C.2 Improvement Fee ......................................................................................................................... 2 C.3 Adjustments ................................................................................................................................... 3 C.3.a Fund Balance ........................................................................................................................ 3 C.3.b Compliance Costs ............................................................................................................... 3 SECTION II: SDC CALCULATIONS ................................................................................................. 4 A. Growth Calculation .............................................................................................................................. 4 B. Reimbursement Fee Cost Basis .......................................................................................................... 4 C. Improvement Fee Cost Basis .............................................................................................................. 5 D. SDC Fund Balance ............................................................................................................................... 6 E. Compliance Cost Basis ........................................................................................................................ 6 SECTION III: NEW SDC ................................................................................................................... 7 A. Calculated SDC .................................................................................................................................... 7 A.1 Residential SDC Calculation ...................................................................................................... 7 A.2 Non-Residential SDC Calculation .............................................................................................. 7 B. Credits, Exemptions and Discounts ................................................................................................... 8 B.1 Credits ............................................................................................................................................. 8 B.2 Exemptions ..................................................................................................................................... 8 B.3 Discounts ........................................................................................................................................ 8 C. Indexing .................................................................................................................................................. 9 D. SDC Phase-In Strategies & Reductions ............................................................................................. 9 E. SDC Fees For Select Land UseS .......................................................................................................... 9 F. SDC Comparison For Single Family House ..................................................................................... 10 G. Next Steps ........................................................................................................................................ 10 APPENDICES ................................................................................................................................ 11 Appendix A – Reimbursement Fee Eligible Costs ......................................................................... 11 Appendix B – Lake Oswego Transportation SDC Capital Improvement Plan: 2016-2035 .... 12 City of Lake Oswego Transportation SDC Methodology January 2017 page 1 www.fcsgroup.com FCS GROUP SECTION I: INTRODUCTION Lake Oswego’s transportation system development charge (SDC) was originally prepared and adopted 1998; and subsequently indexed for inflation in 2006. More recently, the City created and adopted a Transportation System Plan (TSP) in 2014 with a long-range capital improvement program that’s required to address expected growth. This section describes the policy context and project scope upon which the City may create a new SDC that complies with Oregon legal requirements. A. SYSTEM DEVELOPMENT CHARGES Oregon Revised Statutes (ORS) 223.297 to 223.314 authorize local governments to establish system development charges (SDCs), one-time fees on all new development paid at the time of development. SDCs are paid by developers or property owners that change a use of a parcel or structure that generates additional transportation demand. SDCs are intended to recover a fair share of the cost of existing and planned facilities that provide capacity to serve future growth. Cities can, and most do, implement SDCs on water, sewer, parks, stormwater, and transportation infrastructure. ORS 223.299 defines two types of SDCs:  A reimbursement fee that is designed to recover “costs associated with capital improvements already constructed, or under construction when the fee is established, for which the local government determines that capacity exists”  An improvement fee that is designed to recover “costs associated with capital improvements to be constructed” ORS 223.304(1) states, in part, that a reimbursement fee must be based on “the value of unused capacity available to future system users or the cost of existing facilities” and must account for prior contributions by existing users and any gifted or grant-funded facilities. The calculation must “promote the objective of future system users contributing no more than an equitable share to the cost of existing facilities.” A reimbursement fee may be spent on any capital improvement related to the system for which it is being charged (whether cash-financed or debt-financed) and on the costs of compliance with Oregon’s SDC law. ORS 223.304(2) states, in part, that an improvement fee must be calculated to include only the cost of projected capital improvements needed to increase system capacity for future users. In other words, the cost of planned projects that correct existing deficiencies or do not otherwise increase capacity for future users may not be included in the improvement fee calculation. An improvement fee may be spent only on capital improvements (or portions thereof) that increase the capacity of the system for which it is being charged (whether cash-financed or debt-financed) and on the costs of compliance with Oregon’s SDC law. City of Lake Oswego Transportation SDC Methodology January 2017 page 2 www.fcsgroup.com FCS GROUP B. UPDATING THE TRANSPORTATION SDC The City contracted with FCS GROUP to perform a transportation SDC update. FCS GROUP (consultant) has led the development of SDCs throughout Oregon in over 30 cities, and leads SDC training workshops hosted by the Oregon League of Cities. This methodology report using the following general approach:  Framework for Charges. In this step, consultant and City staff confirmed the approach to be used and the transportation components to be included in the analysis.  Technical Analysis. In this step, consultant and City staff identified the recoverable portion of transportation facility costs and calculated SDC rates.  Methodology Report Preparation. In this step, the calculation of the SDC rates are set forth and included in this report.  Jurisdiction Review. In this step, the consultant compared the calculated SDC to the current fee and with other cities in the greater metropolitan region. Key findings indicate that many cities are in the process of increasing their transportation SDCs to account for the impacts and cost of growth on all types of transportation facilities (e.g., roads, bicycle, pedestrian, transit). Also, as cities such as Lake Oswego begin to approach their planned levels of development capacity, their growth rates tend to slow down, while the costs of retrofitting existing roads with bike/pedestrian facilities increases. These two factors: increasing capital costs and slower growth usually result in a higher SDC than was previously determined decades ago. C. CALCULATION OVERVIEW In general, SDCs are calculated by adding a reimbursement fee component and an improvement fee component—both with potential adjustments. Each component is calculated by dividing the eligible cost by growth in units of demand. The unit of demand becomes the basis of the charge. Below are details on the components and how they may be adjusted. Exhibit 1.1 shows this calculation in equation format: Exhibit 1.1 – SDC Equation Eligible costs of available capacity in existing facilities + Eligible costs of capacity-increasing capital improvements + Pro-rata share of costs of complying with Oregon SDC law = SDC per unit of growth in demand Units of growth in demand Units of growth in demand C.1 Reimbursement Fee The reimbursement fee is the cost of available capacity per unit of growth that such available capacity will serve. In order for a reimbursement fee to be calculated, unused capacity must be available to serve future growth. For facility types that do not have excess capacity, no reimbursement fee may be cal culated. C.2 Improvement Fee The improvement fee is the cost of planned capacity-increasing capital projects per unit of growth that those projects will serve. The unit of growth becomes the basis of the fee. In reality, the capacity added by many projects serves a dual purpose of both meeting existing demand and serving future growth. To compute a compliant improvement fee, growth-related costs must be isolated, and costs related to current demand must be excluded. City of Lake Oswego Transportation SDC Methodology January 2017 page 3 www.fcsgroup.com FCS GROUP We have used the capacity approach to allocate costs to the improvement fee basis.1 Under this approach, the cost of a given project is allocated to growth by the portion of total project capacity that represents capacity for future users. That portion, referred to as the improvement fee eligibility percentage, is multiplied by the total project cost to determine that project’s improvement fee cost basis. C.3 Adjustments Most cities in Oregon include two types of SDC cost basis adjustments that are allowed under Oregon law. The deduction of current SDC fund balances reduces the fee basis. The other adjustment increases the SDC cost basis by including administrative costs of complying with the SDC program. C.3.a Fund Balance All SDC fund balance revenue is deducted from its corresponding cost basis. This practice prevents a jurisdiction from double-charging for projects that were in the previous methodology’s improvement fee cost basis but have not yet been constructed. Fund balances will be deducted from the improvement and reimbursement fee cost bases. C.3.b Compliance Costs ORS 223.307(5) authorizes the expenditure of SDCs for “the costs of complying with the provisions of ORS 223.297 to 223.314, including the costs of developing system development charge methodologies and providing an annual accounting of system development charge expenditures.” To avoid spending monies for compliance that might otherwise have been spent on growth-related projects, this report includes an estimate of compliance costs in the SDC calculation. 1 Two alternatives to the capacity approach are the incremental approach and the causation approach. The incremental approach is computationally complicated because it requires the computation of hypothetical project costs to serve existing users. Only the incremental cost of the actual project is included in the improvement fee cost basis. The causation approach, which allocates 100 percent of all growth-related projects to growth, is vulnerable to legal challenge. City of Lake Oswego Transportation SDC Methodology January 2017 page 4 www.fcsgroup.com FCS GROUP SECTION II: SDC CALCULATIONS This section provides the rationale and calculations supporting the proposed transportation SDCs. As discussed previously, an SDC can include three components: a reimbursement fee, an improvement fee, and compliance cost recovery. Below we provide detailed calculations for each component of the charge. A. GROWTH CALCULATION Growth is the denominator in both the improvement and reimbursement fee calculations, measured in units that most directly reflect the source of demand. For transportation SDCs, the most applicable and administratively feasible unit of growth is trips. Lake Oswego’s current transportation SDC growth calculation was based on person trip miles, a combination of person trips and trip length. The proposed SDC methodology utilizes an average daily person trip-end (ADPT) basis for calculating future trip growth. ADPTs include vehicle trips as well as non-motor vehicle trips that utilize bicycle and pedestrian facilities over the entire day. This appropriately accounts for a balanced transportation system with a mix of motor vehicle, bicycle, and pedestrian facilities. Exhibit 2.1 shows the growth in Lake Oswego ADPTs during the planning period based on the Transportation System Plan. The City of Lake Oswego is expected to grow by a total of 69,610 average daily person trips between 2016 and 2035. This means that approximately 14.8 percent of the person trips in 2035 will be “new” trips generated by growth. Based on the trip growth shown above, Metro forecasts the number of person trips per vehicle trips to rise slightly, from 1.63 in 2016 to 1.65 by year 2035. This ratio is determined using the Metro Regional Transportation Plan travel demand model which includes both vehicle and person trip forecasts. The number of person trips per vehicle trips typically ranges from 1.60 to 1.68 person trips across the greater Portland metropolitan region. B. REIMBURSEMENT FEE COST BASIS The reimbursement fee cost basis is the cost of capacity available in the existing system. Calculation of the reimbursement fee begins with the historical cost of assets or recently completed projects that have unused capacity to serve future users. For each asset or project, the historical cost is adjusted by that portion of the asset or project that is available to serve future users. To avoid charging growth for facilities provided at no cost to the City or its ratepayers, the reimbursement fee cost basis may be reduced by any grants or contributions used to fund the assets or projects included in the cost basis. Exhibit 2.1: Transportation Customer Base 2010 2016 est.2035 proj.Growth Growth as a % of Future Customers Annual Growth Rate Customer Unit Average Daily Vehicle Trips 235,580 246,580 284,915 38,335 0.76%Vehicle Trip Average Daily Person Trips 381,566 401,334 470,945 69,610 14.78%0.85%Person Trip Person Trips per Vehicle Trip 1.62 1.63 1.65 Source: Lake Oswego TSP (2014) travel demand model, based on Metroscope Gamma Forecast. Trips reflect those that originate or terminate in the City of Lake Oswego, and exclude trips that pass though the City. City of Lake Oswego Transportation SDC Methodology January 2017 page 5 www.fcsgroup.com FCS GROUP The estimated cost of unused capacity in the City transportation system is determined based on previous expenditures for SDC-funded projects. This analysis relies upon the past 10 years of actual transportation capacity improvement expenditures by the City. While it is possible to go back further into history, the remaining value of capacity diminishes over time so the resulting impact on the SDC cost basis becomes negligible. Eligible reimbursement costs reflect the amount of current infrastructure capacity that will accommodate future growth. For this analysis, we assume any project built with SDC monies will reach capacity 20 years after construction. Exhibit 2.2 shows the reimbursement fee basis calculation (see Appendix A for SDC fund expenditures). Exhibit 2.2: Reimbursement Fee Basis Calculation Fiscal Year Ending 6/30: Capacity Investment by Year Remaining Capacity as of 20161 2007 $882,302 $485,000 2008 $296,568 $178,000 2009 $192,681 $125,000 2010 $6,707 $5,000 2011 $0 $0 2012 $0 $0 2013 $0 $0 2014 $181,508 $163,000 2015 $395,369 $376,000 2016 $855,863 $856,000 Total $2,810,996 $2,188,000 Source: City of Lake Oswego SDC fund expenditure data. Compiled by FCS GROUP. Note: Capacity increasing capital expenditures are based on actual SDC improvement fee expenditures. 1Assumes full capacity of capital facility is reached in 20 years from investment year; rounded to thousands. C. IMPROVEMENT FEE COST BASIS The improvement fee cost basis is based on a specific list of planned capacity-increasing capital improvements. The portion of each project that can be included in the improvement fee cost basis is determined by the extent to which each new project creates capacity for future users. See Appendix B for a complete list of the capital projects and SDC eligibility for each project that is included in the improvement fee cost basis. As indicated in Exhibit 2.3, there are 117 transportation improvements that have been identified in local transportation plans and studies that are required to address 2016-2035 trip growth in the City of Lake Oswego. The total cost of these capital projects is estimated at $293.1 million (2016 dollars). The SDC eligible portion of these projects equates to 21% of the total cost or $62.2 million. City of Lake Oswego Transportation SDC Methodology January 2017 page 6 www.fcsgroup.com FCS GROUP Exhibit 2.3: Improvement Fee Cost Basis Summary Total Cost of Projects Total SDC Eligible Portion SDC-Eligible Cost* Number of Projects Bike $20,549,876 15% $3,037,000 4 Bike & Ped $37,418,207 26% $9,687,000 11 Intersection $1,608,080 100% $1,608,000 3 Operations $1,651,439 48% $800,000 9 Pathways $112,134,023 14% $15,608,000 40 Roadways $107,130,904 28% $29,600,000 26 Sidewalks $12,612,265 15% $1,864,000 24 Total $293,104,794 21% $62,204,000 117 Source: Appendix A; * rounded to thousands. D. SDC FUND BALANCE The City’s existing SDC fund balances are deducted from the improvement fee cost basis and the reimbursement fee cost basis to determine the adjusted SDC cost basis. Exhibit 2.4 shows the total fund balance deduction of $1.17 million, including $967,162 from the improvement fee and $203,493 from the reimbursement fee. Exhibit 2.4: Ending Fund Balance Adjustments Improvement Fee SDC Fund $ 967,162 Reimbursement Fee SDC Fund 203,493 Total $ 1,170,655 Source: City of Lake Oswego. E. COMPLIANCE COST BASIS ORS 223.307(5) authorizes the expenditure of SDCs on “the costs of complying with the provisions of ORS 223.297 to 223.314, including the costs of developing system development charge methodologies and providing an annual accounting of system development charge expenditures.” The compliance cost estimates include expenditures such as Transportation System Plan updates and Transportation SDC methodology updates over the next 20 years. This SDC methodology assumes compliance costs of four percent of the improvement and reimbursement cost bases. Four percent is used for compliance estimates since it is considered to be the “industry standard” across Oregon. As indicated in Exhibit 2.5 , the SDC compliance cost is expected to be $2.6 million over 20 years. This equates to approximately $130,000 per year in expenses associated with staff time for SDC project- related planning, permitting, grant applications, refinement engineering, and direct consultant costs. Exhibit 2.5: Compliance Cost Estimates Estimate Reimbursement Cost Basis $ 2,188,000 Improvement Cost Basis 62,205,000 Total SDC Cost Basis $ 64,393,000 Compliance Cost Estimate of Total Cost 4% Total Compliance Costs $ 2,575,720 Source: City of Lake Oswego. City of Lake Oswego Transportation SDC Methodology January 2017 page 7 www.fcsgroup.com FCS GROUP SECTION III: NEW SDC A. CALCULATED SDC The City’s new transportation SDC is calculated by dividing the sum of the net SDC cost bases described above by the projected ADPT growth. The resulting SDC is to be applied uniformly to growth throughout the City. Exhibit 3.1 summarizes the SDC component calculations. The resulting SDC equates to $945 per person trip or $1,562 per average daily vehicle trip. A.1 Residential SDC Calculation Residential SDCs are to be charged based on Institute of Transportation Engineers (ITE) Trip Generation Manual Land Use Classifications for dwelling types (e.g., single family detached, townhomes, apartments). Please refer to the next section for a comparison of SDCs in Lake Oswego and other jurisdictions. A.2 Non-Residential SDC Calculation Certain non-residential trip rates are to be adjusted downward to account for traffic that passes by or interrupts a primary trip between origin and destination. This is most pronounced for certain retail land uses (such as convenience stores), wherein the retail trip is not the primary reason for a trip. Exhibit 3.1: Transportation SDC Reimbursement Fee SDC Funded Infrastructure 2,188,000$ Less: Reimbursement Fee SDC Fund Balance (203,493) Reimbursement Fee Cost Basis 1,984,507$ Growth to End of Planning Period 69,610 Person Trip Reimbursement Fee 28.51$ per Person Trip Improvement Fee Capacity Expanding CIP 62,205,000$ Less: Improvement Fee SDC Fund Balance (967,162) Improvement Fee Cost Basis 61,237,838$ Growth to End of Planning Period 69,610 Person Trip Improvement Fee 879.72$ per Person Trip Compliance Fee Costs of Compliance 2,575,720$ Growth to End of Planning Period 69,610 Person Trip Compliance 37.00$ per Person Trip Total System Development Charge Reimbursement Fee 28.51$ per Person Trip Improvement Fee 879.72$ per Person Trip Compliance Fee 37.00$ per Person Trip Total SDC per Person Trip 945$ per Person Trip Equivalent SDC per Vehicle Trip*1,562$ per Vehicle Trip * assumes 1.65 person trips per vehicle trip based on Exhibit 2.1. City of Lake Oswego Transportation SDC Methodology January 2017 page 8 www.fcsgroup.com FCS GROUP Trips that interrupt a primary trip are called “Pass-by trips.” The adjustment for Pass-by trips generated for non-residential land use is reflected in the following formula: 𝑰𝑰𝑰𝑰𝑰𝑰 𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽 𝑰𝑰𝑻𝑻𝑽𝑽𝒊𝒊 𝑹𝑹𝑹𝑹𝑹𝑹𝑽𝑽 × (𝟏𝟏−% 𝑷𝑷𝑹𝑹𝑷𝑷𝑷𝑷𝑷𝑷𝑷𝑷 𝑰𝑰𝑻𝑻𝑽𝑽𝒊𝒊𝑷𝑷−% 𝑫𝑫𝑽𝑽𝑫𝑫𝑽𝑽𝑻𝑻𝑹𝑹𝑽𝑽𝑫𝑫 / 𝑳𝑳𝑽𝑽𝑳𝑳𝑳𝑳𝑽𝑽𝑫𝑫 𝑰𝑰𝑻𝑻𝑽𝑽𝒊𝒊𝑷𝑷) × 𝟏𝟏.𝟔𝟔𝟔𝟔 𝑷𝑷𝑽𝑽𝑻𝑻𝑷𝑷𝑷𝑷𝑳𝑳 𝑰𝑰𝑻𝑻𝑽𝑽𝒊𝒊 𝑪𝑪𝑷𝑷𝑳𝑳𝑫𝑫𝑽𝑽𝑻𝑻𝑷𝑷𝑽𝑽𝑷𝑷𝑳𝑳 𝑭𝑭𝑹𝑹𝑽𝑽𝑹𝑹𝑷𝑷𝑻𝑻=𝑵𝑵𝑽𝑽𝑹𝑹 𝑵𝑵𝑽𝑽𝑵𝑵 𝑨𝑨𝑫𝑫𝑷𝑷𝑰𝑰 The SDC per unit of development is calculated for each type of land use by multiplying the new ADPT by the SDC. It is important to note that the ITE Trip Generation Manual does not contain all potential land use categories or may not include trip rates or number of net new trips generated. For such land use categories without data, the city SDC administrator shall use her/his judgment to calculate the transportation SDC by determining a vehicle trip rate for the unlisted use and applying the above formula. B. CREDITS, EXEMPTIONS AND DISCOUNTS The City of Lake Oswego will continue to establish local policies for issuing credits, exemptions, annual adjustments, and other administrative procedures. B.1 Credits A credit is a reduction in the amount of the SDC for a specific development. ORS 223.304 requires that credit be allowed for the construction of a qualified public improvement which: is required as a condition of development approval; is identified in the City’s capital improvements program; and either is “not located on or contiguous to property that is the subject of development approval,” or is located “on or contiguous to such property and is required to be built larger or with greater capacity than is necessary for the particular development project….” Additionally, a credit must be granted “only for the cost of that portion of an improvement which exceeds the minimum standard facility size or capacity needed to serve” the particular project up to the amount of the improvement fee. For multi-phase projects, any “excess credit may be applied against SDCs that accrue in subsequent phases of the original development project.” In addition to these credit policies required by state law, the City may consider amendments to its current credit policy (see Lake Oswego municipal code 39.06.110) and adopt credit policies that: provide a greater credit amount than required by state law; establish a system providing for the transferability of credits; provide a credit for a capital improvement not identified in the City’s SDC Capital Improvement Plan; or provide a share of the cost of an improvement by other means. SDC credits that comply with the state’s minimum credit policy do not create an SDC revenue gap. A policy that provides SDC credits above the legal minimum usually decreases SDC revenues and reduces the likelihood of the City to complete the transportation program. B.2 Exemptions The City may exempt specific classifications of development, such as minor additions, from the requirement to pay transportation SDCs. The City may not arbitrarily exempt customers or customer types from SDCs; it must have a cost or demand-based justification. B.3 Discounts The City can also consider discounts to transportations SDCs based on potential reductions in trip demand. For example, development in downtown locations may benefit from population living in close proximity to a wide mix of uses as well as transit service. As such, these areas tend to generate City of Lake Oswego Transportation SDC Methodology January 2017 page 9 www.fcsgroup.com FCS GROUP fewer total trips than other locations. Cities such as Tigard, Oregon City, and Happy Valley have chosen to discount the trip generation levels for mixed-use developments in downtown locations by 15-20% given these factors. C. INDEXING Oregon law (ORS 223.304) also allows for the periodic indexing of system development charges for inflation, as long as the index used is: “(A) A relevant measurement of the average change in prices or costs over an identified time period for materials, labor, real property or a combination of the three; (B) Published by a recognized organization or agency that produces the index or data source for reasons that are independent of the system development charge methodology; and (C) Incorporated as part of the established methodology or identified and adopted in a separate ordinance, resolution or order.” The City of Lake Oswego currently does not index its transportation SDC. Indexing the SDC allows revenues to increase commensurate with project costs in future years. It is recommended that the City index its charges to the Engineering News Record Construction Cost Index 20-city average and adjust its charges annually. D. SDC PHASE-IN STRATEGIES & REDUCTI ONS This methodology report calculates the maximum defensible transportation SDC. The City can reduce or phase-in the maximum defensible SDC amount by deciding to charge a percentage of the SDC. It should be noted that doing so will decrease total SDC revenue and require additional funding sources for the City to complete the SDC project list. Additional funding sources to supplant revenues lost from foregone SDCs could include street utility fee surcharges, a local option levy, local improvement districts, reimbursement districts, or developer/property owner right of way dedications. E. SDC FEES FOR SELECT LAND USES Exhibit 3.2 shows the maximum defensible SDC for select land uses compared to the current SDC. This comparison uses the 9th Edition of the ITE Trip Generation Manual. Going forward, the City intends to include a detailed SDC schedule as part of its annual adoption of master fees and charges. City of Lake Oswego Transportation SDC Methodology January 2017 page 10 www.fcsgroup.com FCS GROUP Exhibit 3.2: Transportation SDC Comparison by Select Land Use ITE Code Land Use Lake Oswego Current Lake Oswego Proposed West Linn Oregon City Wilsonville (CL County) Tigard Beaverton - South Cooper Mountain Hillsboro - South Hillsboro2 Washing -ton County 210 Single-Family Detached Housing per Dwelling $4,195 $14,760 $9,410 $8,684 $7,695 $14,083 $16,160 $20,009 $8,278 254 Assisted Living per Unit $1,220* $4,004 $2,545 $1,512** $1,693 $2,558**** $5,423***** $5,139 $2,558 110 General Light Industrial per 1,000 SFGFA $2,760 $8,225 $5,208 $8,187 $7,464 $5,873**** $ - 3 $17,252 $5,873 710 General Office Building per 1,000 SFGFA1 $4,269 $13,093 $8,344 $12,894 $13,390*** $8,687**** $6,991 $26,167 $8,687 820 Shopping Center per 1,000 SFGFA $1,946 $32,310 $10,297 $12,293 N/A $11,366**** $17,253 $40,091 $11,366 Source: ITE Trip Generation Manual, 9thEdition. 1For the purposes of the survey, the office building considered is between 10ksf and 49.9ksf. 2South Hillsboro TSDC for Area 2, properties outside the creation of a local improvement district, only. 3 City staff said that this ITE code would not be allowed in the South Cooper Mountain Area. *ITE Code 252 used, code 254 is not available in current fee schedule. **ITE Code 253 used, code 254 is not available in current fee schedule. ***ITE Code 715 used, code 710 is not available in current fee schedule. ****Tigard has delayed adoption of non-residential SDCs; only TDT charged in city. *****According to staff, City would charge assisted living as if it were an apartment (ITE 220) F. SDC COMPARISON FOR SINGLE FAMILY HOUSE Exhibit 3.3 provides a current comparison of SDCs and related charges for a new single family detached home. Lake Oswego is currently on the lower-end of the range of cities included in the SDC survey. If the City adopts 100% of the maximum defensible transportation SDC ($14,760 per new single family detached home) it will represent an increase of approximately $10,565 in comparison to the prior transportation SDC. G. NEXT STEPS The City of Lake Oswego intends to review and update its schedule of master fees and charges on January 3, 2017. The City will be considering adoption of this SDC Methodology Report along with potential changes to its SDC credit policies and administrative procedures at that time. If you have questions or comments regarding these findings please contact Erica Rooney, City Engineer. Exhibit 3.3: SDCs per New Single Family Detached Dwelling Jurisdiction Parks SDC Stormwater SDC Sewer SDC Water SDC Transportation TDT Transportation SDC Other Transport. Charge Total Tualatin $4,786 $510 $5,300 $3,754 $8,278 $0 $22,628 Oregon City $4,034 $773 $4,055 $5,344 $0 $8,441 $22,647 Wilsonville (CL county)$5,374 $1,628 $4,849 $5,842 $0 $7,695 $25,388 Hillsboro $4,647 $510 $5,300 $6,830 $8,278 $0 $25,565 Lake Oswego (Existing)$12,642 $146 $2,660 $7,304 $0 $4,195 $26,947 North Plains $4,725 $510 $5,300 $8,169 $8,278 $638 $27,620 Sherwood $7,669 $621 $5,295 $5,592 $8,278 $1,506 $28,961 Happy Valley $6,075 $205 $7,140 $8,400 $0 $7,682 $29,502 Beaverton $10,800 $1,104 $5,300 $5,512 $8,278 $0 $30,994 West Linn $10,216 $1,167 $3,349 $8,348 $0 $9,393 $32,473 Tigard $7,178 $510 $5,300 $7,917 $8,278 $5,805 $34,988 Lake Oswego (DRAFT)$12,642 $146 $2,660 $7,304 $0 $14,760 $37,512 Tigard - River Terrace $7,566 $510 $5,300 $7,917 $8,278 $8,489 $38,060 Beaverton - South Cooper Mtn $12,624 $1,104 $5,300 $5,512 $8,278 $7,725 $40,543 North Bethany $12,645 $510 $5,300 $6,687 $8,278 $6,113 $3,750 $43,283 Hillsboro - South Hillsboro $11,433 $510 $5,300 $6,830 $8,278 $11,731 $44,082 Source: compiled by FCS GROUP as of October 2016. City of Lake Oswego Transportation SDC Methodology January 2017 page 11 www.fcsgroup.com FCS GROUP APPENDICES Appendix A – Reimbursement Fee Eligible Costs Historical SDC Expenditures 32 49 58 (581)61 64 72 110 111 183 191 Miscellaneous Rosemont/ Stafford Intersection Ped Improvements Boones Ferry @ Tualatin 10th Street Green Street and Pathway Bergis Road Improvements Country Club Road Street Improvements Lake Grove Ave Pathway Laurel Street Pathway Study 2008 ADA Ramp Retrofit Boones Ferry Road Improvements - Phase 1 Laurel Street Pathway TOTAL 2006-07 52,494$ 334,734$ -$ -$ 1,833$ 493,241$ -$ -$ -$ -$ -$ 882,302$ 2007-08 - - 58 87,611 87,456 - 121,442 - - - - 296,568 2008-09 32,945 - - - 55,408 - - 25,090 79,238 - - 192,681 2009-10 - - - 6,707 - - - - - - - 6,707 2010-11 - - - - - - - - - - - - 2011-12 - - - - - - - - - - - - 2012-13 - - - - - - - - - - - - 2013-14 - - - - - - - - - 33,529 147,979 181,508 2014-15 - - - - - - - - - 88,774 306,595 395,369 2015-16 - - - - - - - - - - 855,863 855,863 Total 85,439$ 334,734$ 58$ 94,318$ 144,697$ 493,241$ 121,442$ 25,090$ 79,238$ 122,304$ 1,310,436$ 2,810,996$ Source: City of Lake Oswego City of Lake Oswego Transportation SDC Methodology January 2017 page 12 www.fcsgroup.com FCS GROUP Appendix B – Lake Oswego Transportation SDC Capital Improvement Plan: 2016-2035 Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 1.1 Boones Ferry Improvements Phase I – Widening and paving from Madrona to Oakridge/Reese; incl. bike lanes, upgrade sidewalks, new center median, green street features, and signal improvements. NHS/AASHTO stds apply. Some R/W required. Transit connection on Boones Ferry. $ 29,500,000 $ 29,000,000 50.00% $ 500,000 2016 Roadways CIP, Lake Grove Village Center Plan 1.2 Boones Ferry Improvements Phase II – New pavement only within existing curbs from Oakridge/Reese to Kruse Way. NHS/AASHTO stds apply, may need design exception. 15,000,000 - 14.78% 2,217,153 2016 Roadways CIP, Lake Grove Village Center Plan 3 Boca Ratan Sidewalk: Atwater to Bonnie Brae 1,600’ long, 5.5’ wide curb-tight sidewalk along the east side. Existing curbs and storm drains. R/W required, parking will be removed. Completes a connection. 395,657 - 14.78% 58,482 2012 Sidewalks CIP, Citizen Request, 2002 TAB "top ten" List 4 Canyon Drive Neighborhood Pathway: Dellwood to South Shore 1,150’ long, 5’ wide separated asphalt pathway on east side of road. Section between Park Rd and Greentree Rd is in an unconstructed R/W and will need heavy rock section to manage soft soils/natural springs. Adequate R/W. Transit connection on South Shore Blvd. 633,977 - 14.78% 93,708 2012 Pathways CIP, Palisades Neighborho od Plan, TMP 5 Carman Drive Sidewalks and Bike Lanes: Kruse Way to I-5 6,600' long, 6' wide bike lanes, 6' wide separated concrete sidewalks along 70% of length, both sides. Widen roadway from Kruse Way to I-5 (1.2 miles). Subject to road transfer from Clackamas County. Transit connection on Kruse Way and at I-5/Carman Dr. interchange. 4,292,070 - 14.78% 634,412 2012 Bike & Ped CIP, Neighborho od Request, CC TSP 6 Cherry Lane Pathway: Chapin Way to Hwy. 43 750' long, 5’ wide separated asphalt pathway on south side of road. Include 3'-5' gravel shoulder. Adequate R/W, vegetation removals. Completes connections to Hallinan Elementary School and TriMet bus stop. SRTS route. 102,963 - 14.78% 15,219 2012 Pathways CIP , Glenmorrie Neighborho od Plan, TAB Top 10 list 7 Childs Road (west) Pathway: Canal Rd to Sycamore 1,550’ long, 6' wide separated asphalt pathway on one side of the road. Include storm drain system to accommodate roadside ditch. Larger project listed on Clackamas County TSP. Traverses identified wetlands and tree groves. 445,403 - 14.78% 65,835 2012 Pathways CIP, Neighborho od Request, CC TSP 9 Daniel Way Sidewalk: Kruse Way Place to Carman Dr Replace gravel pathway with 800’ long, 6’ wide separated sidewalk on west side of road. Remove parking and rebuild landscape islands within West End Building campus. Completes a connection. 231,378 - 14.78% 34,200 2012 Sidewalks CIP, Holly Orchards Neighborho od Request, Trails Master Plan 10 E Avenue Pathway: 4th to 10th Street 2,000' long, 5’ wide separated asphalt pathway that includes storm water drainage improvements. SRTS route. Extends a connection. Part of Metro's Hillsdale to LO Regional Trail. 613,153 - 50.00% 306,576 2012 Pathways CIP, First Addition Neighborho od Plan, Metro Regional, TAB Top 10 list, Trails Master Plan City of Lake Oswego Transportation SDC Methodology January 2017 page 13 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 11 Fernwood Drive Pathway: South Shore to Marjorie 3,300’ long, 6’ wide asphalt shoulder pathway on west/south side of road. Pathway could impact on- street parking and need extensive storm water system to pipe the ditch lines in the right-of-way. Extends a connection. Transit connection on South Shore. 1,027,320 - 14.78% 151,848 2012 Pathways CIP, Palisades Neighborho od Plan, Trails Master Plan 12 Fir Ridge Road Sidewalk: Twin Fir to Wembley Park Rd 900’ long, 5’ wide separated concrete sidewalk, 5' wide landscape strip on the north side of street. Existing curbs. Extends a connection. 128,415 - 14.78% 18,981 2012 Sidewalks CIP, Trails Master Plan 13 Firwood Road Upgrade: Boones Ferry to Bonaire 2,100’ long, 11-12' travel lanes, 6' bike lanes, and 5-6’ wide separated sidewalk. Install storm drain system, connect to existing system in Boones or Bryant. R/W required; removal of large trees and on-street parking. Subject to road transfer from Clackamas County. Extends a connection. Transit connection at Boones Ferry Road. 2,562,516 - 14.78% 378,766 2012 Roadways CIP, Lake Forest Neighborho od Request 15 Goodall Rd Pathway: Knaus to Country Club 3,000’ long, 6’ wide asphalt shoulder pathway on the east side of road. R/W needed to accommodate swale. Completes a connection. Subject to road transfer from Clackamas County. Transit connection on Country Club. 994,927 - 14.78% 147,060 2012 Pathways CIP, Trails Master Plan 16 Greentree Rd. Sidewalk: Fernwood to Westview 2,400’ long, 5.5’ wide curb-tight concrete sidewalk. Use of shoulder areas would eliminate parking. Requires widening, retaining walls and storm drainage modifications. 789,000 - 14.78% 116,622 2012 Sidewalks CIP, Palisades Neighborho od Plan, TMP 17 Kelok Pathway: South Shore to Bryant 1,000’ long, 5’ wide separated asphalt pathway, 5' landscape strip on one side of the road. Loss of on- street parking. 1,834,831 - 14.78% 271,207 2012 Pathways CIP, Trails Master Plan 19 Knaus Rd Pathway: Boones Ferry to Country Club 4,000’ long, 6’ wide separated asphalt pathway, 5' wide bike lanes. Some sections subject to road transfer with Clackamas County. Closes many gaps created through annexation and redevelopment. Transit connection on Country Club. (See #209) 5,206,015 - 14.78% 769,502 2012 Bike & Ped CIP, Trails Master Plan 21 Lanewood/Douglas Circle Sidewalk & Pathway: Twin Fir to Boones Ferry 600' long, 5’ wide curb-tight sidewalk along Lanewood St to Boones Way, both sides. 1,600' long, 5' wide attached asphalt pathway from Boones Way to Twin Fir, one side; widening required. Extends a connection. Transit connection on Boones Ferry Road. 414,167 14.78% 61,218 2012 Auto 25 Mercantile Dr. Sidewalk: Hallmark to Boones Ferry Rd 400’ long, 5.5’ wide curb-tight concrete sidewalks on both sides. Short retaining wall at back of walk with handrail, north side only. Remove all street trees, replace behind walk where space. Existing curbs. Completes a connection. Transit on Boones Ferry. 308,890 - 14.78% 45,657 2012 Sidewalks CIP, Waluga Neighborho od Plan 28 Willamette River Greenway Trail: Roehr Park Pathway Repair/Upgrade 1,200' long, 10' wide separated asphalt pathway. Reconstruct and relocate existing 6’ path to regional standard of 10’ to avoid high water and resolve root heave issues. Part of Metro Regional Trail System (aka William Stafford Pathway). 281,125 - 14.78% 41,553 2012 Pathways CIP, Parks Department 31 Waluga Dr Pathway: Oakridge to Madrona 1,200’ long, 5’ wide separated asphalt pathway on east side of road. Driveway/fence rebuilds, numerous large tree removals. Completes a connection. 323,930 - 14.78% 47,880 2012 Pathways CIP, Lake Forest Neighborho od Request, TMP City of Lake Oswego Transportation SDC Methodology January 2017 page 14 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 32 Washington Court Pathway: Queens Park Rd to Lake Forest Blvd 3,200’ long, 5’ wide separated asphalt pathway, one side of road. R/W consistent on north side. R/W required, Lake Forest to Bonaire; some areas subject to road transfer from Clackamas County. Encroachment issues and tree removals required. No stormwater piping, structure adjustments only. Transit connection on Boones Ferry. 564,563 - 14.78% 83,448 2012 Pathways CIP, Trails Master Plan 36 Boones Ferry Road Bike Lanes: Country Club to northern city limit 3,500' long bike lanes on both sides. Includes extensive widening and retaining walls above and below the roadway grade. NHS/AASHTO stds apply. 6,609,325 - 14.78% 976,926 2012 Bike CIP, Metro's Regional Transportati on Plan 37 Bryant Road Bike Lanes and Pathway: Childs Rd to Boones Ferry Rd 7,500' long, combo of bike lanes (widening), pathways, and striping on both sides of roadway. RR crossing reconstruction; retaining wall needed at X- ing. Coordinate with related TSP project: trail connection along canal to Tualatin River. 11,800,300 - 50.00% 5,900,150 2012 Bike & Ped CIP, Metro's Regional Transportati on Plan 38 Hwy 43 Bike Lanes 5,500' long bike lanes, both sides. NHS/AASHTO/ODOT stds apply. 8,777,341 - 14.78% 1,297,381 2012 Bike CIP, Metro's Regional Transportati on Plan 39 Iron Mountain/Upper Drive Bike Lanes: 10th Street to Bryant Rd. 14,000' (2.65 mi) long bike lanes, both sides. Widening needed to accommodate bike lanes and pathways. Transit connection at 10th/A Ave. Alternate route for pedestrians along future Iron Mountain Park Trail. 7,730,354 - 14.78% 1,142,625 2012 Bike & Ped CIP, Metro's Regional Transportati on Plan 41 Douglas Way Sidewalk: Quarry to Hallmark 900’ long, 6' wide separated sidewalk with curb, 5' landscape strip on south side of road. Completes a connection. Several driveway rebuilds. SRTS route. (See #157) 416,481 - 14.78% 61,560 2012 Sidewalks CIP, Waluga Neighborho od Plan, LGVCP 50 Roosevelt Ave Sidewalk: Washington Ct to Harrington 1,600’ long, 6’ wide curb-tight concrete sidewalk on one side of roadway, reconstruct portion of roadway. Add sanitary sewer and stormwater infrastructure along entire length. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Court Pathway. 1,589,570 - 14.78% 234,955 2012 Sidewalks NP, Lake Forest Neighborho od Request 51 Seville Ave Upgrade: Lake Forest to Roosevelt 1,900’ long, 12' lanes, 6’ wide curb-tight concrete sidewalk on one side of roadway. Add sanitary sewer and stormwater infrastructure along entire length. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Roosevelt Pathway. 1,875,322 - 14.78% 277,192 2012 Roadways NP, Lake Forest Neighborho od Request 52 Lake Forest Blvd Upgrade 3,400’ long, 6' bike lanes with 1' sawcut on both sides, 6’ wide curb-tight sidewalk on one side of roadway. Sanitary sewer and stormwater infrastructure required with rebuild, but not included in this estimate. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Ct. and Seville Pathways. Multiple driveway crossings. On- street parking, utility pole issues and tree removals required. Transit connection on Boones Ferry. Coordinate with TSP-related project at Lake Forest/Carman intersection. 4,054,000 - 50.00% 2,027,000 2016 Roadways NP, Lake Forest Neighborho od Request, City staff City of Lake Oswego Transportation SDC Methodology January 2017 page 15 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 54 6 Corners: Access Improvements Curbs, AC rmvl, landscaping, striping and RPMs. Realign the two northerly legs of this intersection. Combine the north leg of Iron Mountain and Bayberry into one approach and remove the landscaped area. Provide for stormwater collection and treatment. May include feasibility study. NHS/AASHTO stds apply along Country Club. 1,100,000 - 14.78% 162,591 2016 Roadways CIP, First Addition / Forest Hills Neighborho od Plan 55 Baleine St Upgrade: Allison to Inverurie (Baleine currently unimproved.) 1,200’ long, 12' lanes, 6’ wide curb-tight concrete sidewalk, 2' landscape strip. Extends a connection at Baleine/Carman. May connect to Inverurie Pathway (currently unimproved R/W.) 1,731,868 - 100.00% 1,731,868 2012 Roadways NP, Lake Forest Neighborho od Plan 56 Inverurie Rd Upgrade: Carman to Wash Ct./Lake Forest (Reconstruct full roadway) 3,200’ long, 12' lanes, 6’ wide curb-tight sidewalk, 2' landscape strip. Majority subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Ct. and Lake Forest Pathways. Multiple driveway crossings. On-street parking, utility pole issues and tree removals required. Northern portion in City is unimproved (~600'). 5,638,693 - 100.00% 5,638,693 2012 Roadways NP, Lake Forest Neighborho od Plan 57 Astor Ave Upgrade: Washington Ct to Harrington (Astor Ave mostly unimproved.) 1,200’ long, 12’ lanes, 6' wide curb-tight concrete sidewalk, 2' landscape strip. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Ct., Seville, and Harrington Sidewalks. Multiple driveway crossings. On-street parking, utility pole issues and tree removals required. Portions of roadway are unimproved. 1,676,337 - 100.00% 1,676,337 2012 Roadways NP, Lake Forest Neighborho od Plan 61 Hwy 43/McVey: Intersection Geometry Improvement Restripe #1 NB lane on Hwy 43 for a dedicated left turn lane. Coordinate with ODOT to modify signal timing. NHS/AASHTO stds apply. 50,000 - 75.00% 37,500 2016 Operations 1997 TSP 62 Jean Rd/Pilkington: Intersection Improvements Rebuild 150' of all four approaches with new curb and sidewalk, and bike lanes. Install traffic signal. SRTS route. 1,318,000 - 50.00% 659,000 2016 Operations 1997 TSP, City Staff 63 McVey/Cornell: Signal Installation 200' long, 14' wide roadway widening to the south to add WB left turn lane on McVey; install traffic signal. 491,679 - 100.00% 491,679 2012 Intersectio n 1997 TSP 66 A Ave/8th: Signal Interconnect Complete “A” Avenue signal interconnect by installing communications. Install detection at 8th Street. 42,805 - 75.00% 32,104 2012 Operations 1997 TSP 67 Bryant Rd/Jean Rd: Signal Installation Install traffic signal, all turn lanes exist. Underground or relocate aerial wires running diagonally across intersection. 470,855 - 100.00% 470,855 2012 Intersectio n 1997 TSP 68 Bryant Rd/Childs: Signal Installation 250' long widening to the east on Bryant for LT lane; 300' widening to the south on Childs for LT lane, including curb and sidewalk and storm drain revisions. Install traffic signal with pedestrian signals. 645,546 - 100.00% 645,546 2012 Intersectio n 1997 TSP 69 Hwy 43/B Ave: Intersection Improvement Geometry 200' long road widening to add 12' wide SB Right Turn Lane with 2' shy; rebuild 8' sidewalk and ADA ramp. Structure demo/modification not included, but may be required. R/W is already acquired. Coordinate with ODOT. NHS/AASHTO/ODOT stds apply. 541,000 - 100.00% 541,000 2016 Roadways 1997 TSP, City Staff 70 Carman/Lake Forest: Intersection Geometry Improvement 200' long, 12' wide roadway widening to NW, adding WB left turn lane. Use existing sidewalk, add curb. Subject to road transfer from Clackamas County. 118,003 - 100.00% 118,003 2012 Roadways 1997 TSP City of Lake Oswego Transportation SDC Methodology January 2017 page 16 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 72 Bangy/Bonita: Signal Interconnect Install signal interconnect; detection needed. Coordinate with Washington County (Tigard) signal west of I-5. 60,158 - 75.00% 45,119 2012 Operations 1997 TSP 73 Kerr Pkwy (north) Pathway: PCC to Mult. Co line 2,700’ long, 8’ wide separated asphalt pathway, 3' landscape strip on west/south side of roadway; create ADA accessible route at Jefferson Pkwy. 1,183,501 - 14.78% 174,934 2012 Pathways 1997 TSP 74 Hwy 43 Sidewalk: Public Storage to Briarwood 2,000' striping to create pathway (buffer), east side only. Coordinate with ODOT and Clackamas County. Major widening/retaining wall/guardrail needed between Public Storage and Stampher Road (~300' long); otherwise, plenty of existing shoulder pavement. NHS/AASHTO/ODOT stds apply. 2,574,085 - 14.78% 380,476 2012 Pathways 1997 TSP 75 Lakeview Blvd Pathway: Jean Rd to 65th Ave 2,300’ long and 5’ wide separated asphalt pathway or sidewalk, likely on north/west side of roadway. Install storm drain system. May involve loss of parking and minor vegetation removal. Completes a connection. 651,330 - 14.78% 96,273 2012 Pathways 1997 TSP 76 Pilkington Rd Sidewalk: Willow to Boones Ferry 1,050' long, 5.5' wide separated concrete sidewalk on both sides of roadway where none exist. Completes a connection. 477,796 - 14.78% 70,623 2012 Sidewalks 1997 TSP 80 Bonita Rd Sidewalks/Bike Lanes: Bangy Rd to Carman Dr 2,300' long, 5.5' sidewalks and 6' bike lanes on both sides. Widening of roadway involves tree removals and loss of on-street parking. Several steep areas for catch point. Listed on Clackamas County TSP. 4,008,631 - 14.78% 592,517 2012 Bike & Ped 1997 TSP, CC TSP 81 Fosberg Rd Pathway: Carman to Melrose 2,000’ long, 5’ wide separated asphalt pathway along west side of roadway. Minor on-street parking reductions. Completes a connection. 266,085 - 14.78% 39,330 2012 Pathways 1997 TSP 84 Centerwood Sidewalk: Red Leaf to city limit 650’ long, 5.5’ wide separated concrete sidewalk on north side of roadway. Extends connection to proposed Tualata sidewalk. Existing curbs. Subject to road transfer from Clackamas County. 121,474 - 14.78% 17,955 2012 Sidewalks 1997 TSP 86 Willamette River Greenway Trail: George Rogers Park to Riverbend Condos 500' long, 10' wide asphalt pathway across the last 3 private properties (per Foothills District Plan). R/W required, awaiting willing seller. 187,417 - 14.78% 27,702 2012 Pathways 1997 TSP, Metro's Regional Transportati on Plan 87 Willamette River Greenway Trail: Foothills Park to Tryon Cove Park 500' long, 10' wide asphalt pathway completes a connection at the existing north end Foothills pathway to Tryon Cove Park with a pedestrian bridge (per Foothills District Plan). (See #34, 95) 451,188 - 14.78% 66,690 2012 Pathways 1997 TSP, Metro's Regional Transportati on Plan 91 Stafford Rd Bike Lane: South Shore to Overlook 4,600' long, 6' bike lane legends and striping on both sides. RPMs on curves. Widening and ditch reconstruction required. Retaining wall and guardrail construction on portion of east side. 3,213,847 - 14.78% 475,039 2012 Bike 1997 TSP 94 River-to-River Trail 9,750' long, 10' wide trail from George Rogers park to the Tualatin River via McVey-Stafford-Stevens Meadows Natural Area-Pecan Creek Natural Area- then private properties. Extends a connection to Tualatin River Greenway Trail. Coordinate with related TSP projects: Stafford Road and McVey bike lanes. 20,546,946 18,436,775 14.78% 2,110,171 2012 Pathways TMP, Metro Regional Trails MP City of Lake Oswego Transportation SDC Methodology January 2017 page 17 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 95 Willamette Greenway Trail: Willamette Shore Line (Trolley) Trail 5 mile pedestrian trail from down town Lake Oswego to Portland. The total cost of this regional project is estimated at $46,300,000. If grants and regional funding is provided the cost to Lake Oswego is estimated at 10% of total cost. Alt route along Highway 43 (See #34, 40, 87). 52,268,547 46,900,568 14.78% 5,367,980 2012 Pathways TMP 96 Stafford Rd Pathway: Rosemont to Childs 1,700’ long, 6’ wide asphalt shoulder/pathway on west side of roadway within Clackamas County R/W. Include wide stripe with RPMs. Culvert extension at Pecan Creek. Extends a connection to proposed Childs Rd pathway. Listed on Clackamas County TSP. Connects to Metro's River-to-River regional trail on Stafford/McVey (Hwy 43 to Rosemont). 2,683,990 - 14.78% 396,721 2012 Pathways TMP, CC TSP 97 Childs Rd (east) Pathway: Stafford to 35th 6,400’ long, 6’ wide asphalt/shoulder pathway on one (north) side of roadway within Clackamas County R/W. Retaining walls and tree removals required. Extends connection to proposed Stafford Rd Pathway from sidewalks at 35th and Childs Rd (west) Pathway. Listed on Clackamas County TSP. 3,894,099 - 14.78% 575,588 2012 Pathways TMP 98 Green Bluff Pathway: Wayside to Glenmorrie Dr 3,700’ long, 6’ wide asphalt shoulder/pathway on one side of roadway. Install wide stripe and RPMs for full length. Extends a connection from Wayside, may connect to proposed Glenmorrie pathway. Stormwater impvt's required. Located in landslide area. 1,660,140 - 14.78% 245,386 2012 Pathways TMP 99 Glenmorrie Dr (west) Pathway: Green Bluff to Hwy 43 650’ long, 5’ wide asphalt shoulder/pathway. Install wide stripe and RPMs. Extends a bike connection from Hwy 43. Transit connection on Hwy 43. Connects to related TSP project east of Hwy 43. 261,458 - 14.78% 38,646 2012 Pathways TMP 100 Bergis Rd Pathway: Cornell to existing path 2,400’ long, 6’ wide separated asphalt pathway on north/west side of roadway. Extends a connection. Subject to road transfer from Clackamas County. 289,223 - 14.78% 42,750 2012 Pathways TMP 103 McVey Ave Bike Lanes: Hwy 43 to South Shore Intermittent striping with legends on both sides (3,600' total length). Minor widening required, Cornell to east of Pearcy. On-street parking removals, incl signage. Coordinate with related TSP projects. Majority could be completed by city forces. 90,238 - 14.78% 13,338 2012 Operations TMP 104 Terwilliger Bike Lanes: Hwy 43 to city limits/Castleridge Ln. 3,800' long, 6' wide bike lanes on both sides of roadway. Widening and stormwater system required. Subject to road transfer from Clackamas County. 1,949,363 - 14.78% 288,136 2012 Bike TMP 109 Kerr Parkway/Boones Ferry Road/County Club Drive Intersection Improvements 400' long, 5' wide concrete curb and sidewalk, 13' turn lane. Remove the eastbound right-turn slip lane. Replace with an eastbound right-turn lane adjacent to the shared through/left-turn lane. Possible signal pole relocation. Modify traffic island. Adjustment forces right-turn vehicles to slow and obey the traffic signal. Incl. advanced warning signs on Kerr Parkway. 600,000 - 25.00% 150,000 2016 Roadways TSP Update 2012-2013 113 South Shore Boulevard/McVey Avenue: Signal Improvements Install loop detection for the left-turn movement off of McVey Avenue and adjust signal timing to provide more green time for through movements when left- turning vehicles are not present. Adjustments will provide efficient signal operations and reduce delay w/o increasing the intersection footprint. 34,707 - 14.78% 5,130 2012 Operations TSP Update 2012-2013 City of Lake Oswego Transportation SDC Methodology January 2017 page 18 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 118 Jean Road Bike Lanes and Sidewalks: Jean Way to Pilkington Road 1,250' long, 2-6' bike lanes, 5' landscape strip, and 6' separated concrete sidewalks on the south side of the roadway. Widening required. (See #62) 1,127,970 - 14.78% 166,725 2012 Bike & Ped TSP Update 2012-2013 122 Pilkington Bike Lanes and Sidewalks: Willow Road to Jean Road 700' long, 6' wide bike lanes and 5.5' wide curb-tight concrete sidewalks on both sides of the road. Widening and R/W required. Extends connections from related TSP projects. 631,663 - 14.78% 93,366 2012 Bike & Ped TSP Update 2012-2013 131 65th Ave Bike Lanes and Sidewalks: Lakeview Boulevard to Childs Road 1,800' long, 6' bike lanes and 5.5' separated sidewalks along both sides of the roadway. Widening required. 1,580,000 - 14.78% 233,540 2016 Bike & Ped TSP Update 2012-2013 132 Boones Ferry Road Pathway: Washington Court to Pilkington Road 1000’ long, 6’ wide separated asphalt pathway. Completes a connection between existing sidewalk at Boones/Pilkington and incomplete pathway above retaining wall. NHS/AASHTO stds apply, design exception needed. 144,612 - 14.78% 21,375 2012 Pathways TSP Update 2012-2013 133 Foothills Road - Phase I - A to B Avenues 500' long reconstruction of Foothills Road between A and B Avenues with two 12' travel lanes, two 5' bike lanes, 8' parking/stormwater strip, 12' sidewalks, street lighting, furnishings and landscaping. Project would include tying in the existing Kincaid Curlique on both east side of the street. 3,227,729 - 14.78% 477,091 2012 Roadways Foothills Framework Plan 134 Foothills Road - Phase II - North of B Avenue 700' long new construction of Foothills Road between B and D Avenues with two 12' travel lanes, two 5' bike lanes, 8' parking/stormwater strip, 12' sidewalks, street lighting, furnishings and landscaping. 1,834,831 - 100.00% 1,834,831 2012 Roadways Foothills Framework Plan 135 North Portal between D and E Avenues 500' long new construction of Foothills Road intersection at State Street (Hwy 43) between D and E avenues. Project will include ~300' long median modifications within State Street (State Hwy 43, NHS/AASHTO/ODOT stds apply) to provide for safe turning movements. New at grade RR crossing of the two rail lines just east of State Street. R/W required. 1,884,577 - 100.00% 1,884,577 2012 Roadways Foothills Framework Plan 136 B Avenue Improvements: Foothills Rd to Foothills Park 1,000' long new construction of three blocks of B Avenue, including two 12' travel lanes, 8' on-street parking/stormwater, 15' sidewalks, street lighting, furnishings and landscaping. 5,225,682 - 100.00% 5,225,682 2012 Roadways Foothills Framework Plan 137 Willamette Steps Construct a pedestrian connection between State Street and Foothills Road. Project will include new steps within a new 80-foot right-of-way, an at-grade crossing at the rail lines, street lighting, street furnishings and landscaping. ADA access will be provided either by a ramp system to the south of the steps or a public elevator incorporated into adjacent development. 2,466,494 - 100.00% 2,466,494 2012 Pathways Foothills Framework Plan 138 Mercantile Intersection Improvements Add CBs and ADA ramps 20,824 - 14.78% 3,078 2012 Operations LGVCP 139 Boones/Reese/Oakr idge Pedestrian Improvements Add ADA ramps 17,353 - 14.78% 2,565 2012 Operations TSP Update 2012-2013 City of Lake Oswego Transportation SDC Methodology January 2017 page 19 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 144 Lake Oswego to Tualatin Trail 5,000' long trail that follows the canal from Bryant Road to River Run Park. New 400' long, 15' wide bridge across the Tualatin River. Some portions of soft-surface trail exist. Connects to related TSP project, Oswego Canal Trail. 2,892,231 - 14.78% 427,501 2012 Pathways TMP, Metro's Regional Transportati on Plan 145 LO- Tigard/Bridgeport- Milwaukie Trail Connection 3,620' long, 6' wide asphalt shoulder pathway. Connects two trails: LO-Tigard Trail (Country Club/BFR/Kruse) and Bridgeport-to-Milwaukie Trail (P&W rail corridor). Begins at Kruse Way/Boones Ferry Road, extends north to Twin Fir, south to Edgemont, ending at Iron Mountain Park. Completes a connection. (Replaces #30) Assumes ditch/swale on outside of trail and ROW costs. Geotechnical studies, retaining walls needed. Transit connection on Boones Ferry. 5,067,000 - 14.78% 748,954 2016 Pathways TMP, Metro Regional Trails Plan, City Staff 152 Hallmark Dr Festival Street 580' long, 40' wide. Reconstruct as curbless street with sidewalks, bollards, special paving and landscaping. Condition of approval for "village commons." 1,046,756 - 14.78% 154,721 2012 Roadways LGVCP 153 Kruse Way Enhanced Sidewalk: Mercantile Dr to Boones Ferry Road 870' long, 9' wide separated concrete sidewalk, 10' landscape strip, both sides. Retaining walls required. Install decorative street lights, heavy landscaping, flower baskets. Remove existing curb-tight sidewalk. 452,923 - 14.78% 66,947 2012 Sidewalks LGVCP 156 Mercantile Dr Upgrades: Boones Ferry Rd to Kruse Way Install ADA ramps at each corner. Install missing sidewalks? 17,353 - 14.78% 2,565 2012 Operations LGVCP 157 Douglas Way Sidewalk: west of Hallmark 260’ long, 6' wide sidewalk with curb and gutter, 5' landscape strip on both sides of road. Completes a connection. Several driveway rebuilds. SRTS route. (See #41) 135,356 - 14.78% 20,007 2012 Sidewalks LGVCP 158 Quarry Road Sidewalk: Oakridge to Boones Ferry Road 600' long curb and gutter (total), 50' long x 6' wide curb-tight concrete sidewalk (gap), several driveway rebuilds. 124,944 - 14.78% 18,468 2012 Sidewalks LGVCP 159 Oakridge Road Sidewalk: Bonaire to Waluga Rd 2700' long, 6' wide meandering concrete sidewalk, both sides. 1,405,624 - 14.78% 207,766 2012 Sidewalks LGVCP 160 Oakridge Road Improvements: Quarry Rd to Boones Ferry Rd 770' long curb and gutter, both sides. 1,120,000 - 14.78% 165,547 2016 Roadways LGVCP 163 Lanewood-Lake Grove Ave Pathway Connection 620' long, 6' wide asphalt pathway. Access easement for pathway required. 229,527 - 14.78% 33,926 2012 Pathways LGVCP 164 Kruse Way- Galewood Pathway Connection 190' long, 6' wide asphalt pathway. 70,339 - 14.78% 10,397 2012 Pathways LGVCP 165 Harvey Way- Mercantile Dr Pathway Connection 120' long, 6' wide asphalt pathway. Ped bridge over wet area may be required. 391,492 - 14.78% 57,867 2012 Pathways LGVCP 174 Glenmorrie Drive Sidewalk: Cherry Ln to Green Bluff Dr. 2000' long, 5’ wide asphalt shoulder/pathway. Install wide stripe and RPMs. Connects to related TSP projects on Glenmorrie Drive (See #99). 879,238 - 14.78% 129,960 2012 Sidewalks TMP City of Lake Oswego Transportation SDC Methodology January 2017 page 20 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 175 O'Brien St Sidewalk & Pathway: Ash St. to Hallinan Open Space 250' long pathway, 340' long sidewalk: 5’ wide asphalt pathway. Section between Ash St and Laurel St is in an unconstructed R/W. Adequate R/W. 273,027 - 14.78% 40,356 2012 Sidewalks TMP 176 Ash St Sidewalk & Pathway: Erickson to O'Brien St 250' long pathway, 1,000' long sidewalk, 5’ wide. Section between Oak and Yates is in an unconstructed R/W. Adequate R/W. 578,446 - 14.78% 85,500 2012 Sidewalks TMP 177 Maple St Sidewalks: Erickson to GRP Trail 800' long, 6' curb-tight sidewalk on north side of roadway. Add curb and gutter and 3' travel lane width. 200' long, 3' high retaining wall needed. Multiple dwy rebuilds. 418,795 - 14.78% 61,902 2012 Sidewalks TMP 178 Erickson St Sidewalk: Maple St to Laurel St. 740' long, 6' wide curb-tight sidewalk along east side of road. Add curb and gutter and 8.5' parking lane pavement. 2 dwy rebuilds. 599,270 - 14.78% 88,578 2012 Sidewalks TMP 179 Hemlock St Sidewalk: Parrish to Cornell Parrish to Lee: 460' long, 6' wide curb-tight sidewalk along north side of road. Remove existing curb and 4' of road surfacing (street is 36' wide currently). Multiple dwy rebuilds. Lee to Cornell: 490' long, 6' wide curb- tight sidewalk along north side of road. Add curb and gutter and 15' travel lane width. Multiple dwy rebuilds. 593,717 - 14.78% 87,757 2012 Sidewalks TMP 180 Lee St Pathway: Hemlock St to Aspen Park/Palisades 2 Reservoir 775' long, 6' wide asphalt shoulder pathway. Challenging design at dwys. Existing stair connection between Larch and Aspen streets. 340,705 - 14.78% 50,360 2012 Pathways TMP 184 Barton Rd Pathway: Riven Dell Rd to Childs Rd 3,050' long, 6' wide separated asphalt pathway. All property under County jurisdiction and outside of LO's urban services boundary. 1,129,127 - 14.78% 166,896 2012 Pathways TMP 185 Mossy Brae Rd Pathway: River Run Park to Stafford Rd. 1.0 mile long, 6' wide separated asphalt pathway. 2,200' long is unimproved, requires R/W or esmt agreement. May require culvert crossing or pedestrian bridge. All property under County jurisdiction and outside LO's urban services boundary. 2,932,028 - 14.78% 433,384 2012 Pathways TMP 186 Oswego Canal Trail: Bryant Road to Childs Rd. 1,125' long, 8' wide multi-use trail on unconstructed R/W. Need ped bridge to cross canal. Enter through Canal Rd to avoid purchase of R/W from Lake Corp; construct pathway/sidewalk on Canal Rd. Completes a connection between Canal Rd and soft-surface path within Bryant Woods Nature Park. Aligns with LO- Tualatin trail. 763,549 - 14.78% 112,860 2012 Bike & Ped TMP 188 Depot Street Pathway: Lakeview Blvd to Bridgeport to Milwaukie Regional Trail 500' long, 6' wide separated asphalt pathway. Partially unconstructed R/W at Lower St, existing soft- surface trail. May need stairs/switchback trail to get up to RR R/W. 185,103 - 14.78% 27,360 2012 Pathways TMP 194 Bridgeport to Milwaukie Regional Trail Connection: Upper Dr. to Bridgeport to Milwaukie Regional Trail 450' long, 8' wide separated asphalt pathway within unimproved R/W. May need switchbacks to get down to RR R/W. 166,592 - 14.78% 24,624 2012 Bike & Ped TMP City of Lake Oswego Transportation SDC Methodology January 2017 page 21 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 199 Burma Rd Sidewalks: Bangy Rd to Carman Dr 2,000' long, 6' wide curb tight sidewalk. Complete gaps in curb & gutter, curb-tight sidewalks on both sides. Subject to road transfer from Clackamas County. 856,100 - 14.78% 126,540 2012 Sidewalks TMP 201 Meadow Ave Pathway: Meadows Dr to Carman Dr. 300' long, 8' wide multi-use asphalt pathway. Pathway to outlet into existing parking lot. Subject to road transfer from Clackamas County. Connects to related TSP projects. 111,062 - 14.78% 16,416 2012 Bike & Ped TMP 204 Glen Eagles Road Pathway: Wembley Park Rd to Prestwick 1,920' long, 6' wide asphalt shoulder pathway. 710,795 - 14.78% 105,063 2012 Pathways TMP 205 Glen Eagles Pl Pathway: Wembley Park Rd to Glen Eagles Rd 525' long, 6' wide asphalt shoulder pathway. 194,358 - 14.78% 28,728 2012 Pathways TMP 206 Prestwick Rd Pathway: Glen Eagles Rd to Crest Dr 880' long, 6' wide asphalt shoulder pathway. 325,781 - 14.78% 48,154 2012 Pathways TMP 207 Crest Dr Pathway: Prestwick Rd to Ridgecrest 1,500' long, 6' wide asphalt shoulder pathway. 555,308 - 14.78% 82,080 2012 Pathways TMP 208 Uplands Dr Pathway: Ridgecrest Rd to Wembley Park Rd. 900' long, 6' wide asphalt shoulder pathway. 333,185 - 14.78% 49,248 2012 Pathways TMP 209 Thoma Rd Sidewalk & Pathway: Knaus Rd to LO High School 820' long of curb and gutter and 6' sidewalk to the end of the cul-de-sac. 430' long, 6' wide asphalt pathway. R/W adequate. (See #19) 351,001 - 14.78% 51,882 2012 Sidewalks TMP 213 Atwater Road Sidewalks: Knaus Rd to Boca Ratan Dr 1,700' long, 6' wide curb tight sidewalks. Atwater needs to be fully reconstructed. Extends a connection and will connect to adjacent TSP projects. Subject to road transfer from Clackamas County. 727,685 - 14.78% 107,559 2012 Sidewalks TMP 214 Sunningdale Rd Sidewalks: Andrews Rd to 10th St 575' long, 7.5' wide curb tight sidewalks. 275' long, 8' wide asphalt shoulder pathway. Extends a connection along school property. SRTS route. 367,024 - 14.78% 54,250 2012 Sidewalks TMP 215 10th Street Sidewalk: E Ave to G Ave 750' long, 6' wide separated sidewalk (meandering, 6' average landscape strip) on east side of road. Extends a connection. 390,451 - 14.78% 57,713 2012 Sidewalks TMP 216 F Avenue Pathway: 10th St to ACC 1150' long, 6' wide separated asphalt pathway, 5' landscape strip. Initiates a connection and will connect to adjacent TSP projects. 425,736 - 14.78% 62,928 2012 Pathways TMP 223 Bergis Road Realignment 1325' long, 30' wide roadway (12' lanes, 6' bike lanes, 6' sidewalks). 60' x 1175' R/W acquisition. 2,146,035 - 50.00% 1,073,018 2012 Roadways Metro Connectivit y Analysis 227 3rd Street Upgrade: A Ave to B Ave 450' long, 60' wide roadway reconstruction. 12' travel lanes, 8' parking lanes, 10' sidewalks. 1,272,581 - 14.78% 188,101 2012 Roadways EERP 230 Upper Drive Extension: West Sunset signal to Upper Dr. 350' long, 50' wide new roadway (2-12' lanes, 13' center turn lane pocket, 7' parking lanes, 6' curb-tight concrete sidewalks, landscaping and street furniture on both sides). R/W required. Close off/cul-de-sac the existing end of Upper Dr. at Boones Ferry Road. Transit on Boones Ferry Rd. Add signal loops, R/W required. 1,138,382 - 50.00% 569,191 2012 Roadways CIP City of Lake Oswego Transportation SDC Methodology January 2017 page 22 www.fcsgroup.com FCS GROUP Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 231 Tryon Creek Bridge Replacement: OR43 south of Terwilliger Replace existing 90-year old concrete box culvert with steel truss bridge. Bridge will contain 4-5 travel lanes, bike lanes, and sidewalks; a multi-use trail is planned along the creek. Traffic signal at Terwilliger NOT included in this project. Included in this project is a second steel truss bridge for the Portland & Western railroad crossing of Tryon Creek and a concrete span bridge for the Stampher Road crossing. Local cost likely to be 10% of total, estimated at $18M. 20,276,592 18,194,186 40.00% 2,082,406 2012 Roadways RTP/ODOT 300 Lakeview Boulevard/ Jean Road Intersection Realignment Realign Lakeview Boulevard at Jean Road to remove the skew and improve the truck turning radii. Construct curb and gutter with sidewalk on north/west side of Lakeview. Remnant right-of-way at SE corner can be utilized for stormwater quality. May require purchasing right-of-way. 350,000 - 14.78% 51,734 2016 Roadways Southwest Employment Area Plan 301 Lakeview Boulevard, 65th Avenue, and McEwan Road Improvements 4,000’ long, 50’ wide roadway reconstruction with two 14’ shared use lanes, 8’ concrete sidewalk separated by stormwater planter/landscape strip with curb on north/west side of the street. Balance residential character with industrial traffic and safety needs. 2,600,000 - 14.78% 384,307 2016 Roadways Southwest Employment Area Plan 302 65th Ave/McEwan Road Intersection Geometry 600’ long, 50’ wide roadway reconstruction with two 14’ shared use lanes, 8’ concrete sidewalk separated by stormwater planter/landscape strip with curb on north/west side of streets. Curb radii must accommodate freight movements. Utility coordination needed to relocate poles. (related to project #301) 410,000 - 14.78% 60,602 2016 Roadways Southwest Employment Area Plan 303 Jean Road/Jean Way Intersection Geometry Adjust the intersection traffic control to accommodate the change in traffic patterns and improve pedestrian access and safety in the SWEA. 200,000 - 14.78% 29,562 2016 Roadways Southwest Employment Area Plan Total $ 293,518,961 $ 112,531,528 $ 62,265,810 Source: City of Lake Oswego. Costs escalated to 2016 using the Engineering News Record, Seattle Construction Cost Index. City of Lake Oswego TRANSPORTATION SYSTEM DEVELOPMENT CHARGE METHODOLOGY REPORT January 26, 2017 FCS GROUP Oregon Office 4000 Kruse Way Place, Bldg 1, Ste 220 Lake Oswego, OR 97035 T: 503.841.6543 EXHIBIT A  Resolution 17‐07  Approved February 7, 2017  City of Lake Oswego Transportation SDC Methodology January 2017 page i www.fcsgroup.com FCS GROUP TABLE OF CONTENTS SECTION I: INTRODUCTION ............................................................................................................. 1  A. System Development Charges ....................................................................................................... 1  B. Updating the Transportation SDC ................................................................................................... 2  C. Calculation Overview ....................................................................................................................... 2  C.1 Reimbursement Fee .................................................................................................................. 2  C.2 Improvement Fee ...................................................................................................................... 2  C.3 Adjustments ................................................................................................................................ 3  C.3.a Fund Balance .................................................................................................................... 3  C.3.b Compliance Costs ............................................................................................................ 3  SECTION II: SDC CALCULATIONS ................................................................................................... 4  A. Growth Calculation .......................................................................................................................... 4  B. Reimbursement Fee Cost Basis ........................................................................................................ 4  C. Improvement Fee Cost Basis ........................................................................................................... 5  D. SDC Fund Balance ............................................................................................................................ 6  E. Compliance Cost Basis ..................................................................................................................... 6  SECTION III: NEW SDC ...................................................................................................................... 7  A. Calculated SDC ................................................................................................................................. 7  A.1 Residential SDC Calculation .................................................................................................... 7  A.2 Non-Residential SDC Calculation ........................................................................................... 7  B. Credits, Exemptions and Discounts ................................................................................................ 8  B.1 Credits ......................................................................................................................................... 8  B.2 Exemptions ................................................................................................................................. 8  B.3 Discounts..................................................................................................................................... 8  C. Indexing .............................................................................................................................................. 9  D. SDC Phase-In Strategies & Reductions .......................................................................................... 9   E. SDC Fees For Select Land UseS ....................................................................................................... 9  F. SDC Comparison For Single Family House ................................................................................... 10  G. Next Steps ..................................................................................................................................... 10  APPENDICES.................................................................................................................................... 11  Appendix A – Reimbursement Fee Eligible Costs ....................................................................... 11  Appendix B – Lake Oswego Transportation SDC Capital Improvement Plan: 2016-2035 ... 12  City of Lake Oswego Transportation SDC Methodology January 2017 page 1 www.fcsgroup.com FCS GROUP SECTION I: INTRODUCTION Lake Oswego’s transportation system development charge (SDC) was originally prepared and adopted 1998; and subsequently indexed for inflation in 2006. More recently, the City created and adopted a Transportation System Plan (TSP) in 2014 with a long-range capital improvement program that’s required to address expected growth. This section describes the policy context and project scope upon which the City may create a new SDC that complies with Oregon legal requirements. A. SYSTEM DEVELOPMENT CHARGES Oregon Revised Statutes (ORS) 223.297 to 223.314 authorize local governments to establish system development charges (SDCs), one-time fees on all new development paid at the time of development. SDCs are paid by developers or property owners that change a use of a parcel or structure that generates additional transportation demand. SDCs are intended to recover a fair share of the cost of existing and planned facilities that provide capacity to serve future growth. Cities can, and most do, implement SDCs on water, sewer, parks, stormwater, and transportation infrastructure. ORS 223.299 defines two types of SDCs:  A reimbursement fee that is designed to recover “costs associated with capital improvements already constructed, or under construction when the fee is established, for which the local government determines that capacity exists”  An improvement fee that is designed to recover “costs associated with capital improvements to be constructed” ORS 223.304(1) states, in part, that a reimbursement fee must be based on “the value of unused capacity available to future system users or the cost of existing facilities” and must account for prior contributions by existing users and any gifted or grant-funded facilities. The calculation must “promote the objective of future system users contributing no more than an equitable share to the cost of existing facilities.” A reimbursement fee may be spent on any capital improvement related to the system for which it is being charged (whether cash-financed or debt-financed) and on the costs of compliance with Oregon’s SDC law. ORS 223.304(2) states, in part, that an improvement fee must be calculated to include only the cost of projected capital improvements needed to increase system capacity for future users. In other words, the cost of planned projects that correct existing deficiencies or do not otherwise increase capacity for future users may not be included in the improvement fee calculation. An improvement fee may be spent only on capital improvements (or portions thereof) that increase the capacity of the system for which it is being charged (whether cash-financed or debt-financed) and on the costs of compliance with Oregon’s SDC law. City of Lake Oswego Transportation SDC Methodology January 2017 page 2 www.fcsgroup.com FCS GROUP B. UPDATING THE TRANSPORTATION SDC The City contracted with FCS GROUP to perform a transportation SDC update. FCS GROUP (consultant) has led the development of SDCs throughout Oregon in over 30 cities, and leads SDC training workshops hosted by the Oregon League of Cities. This methodology report using the following general approach:  Framework for Charges. In this step, consultant and City staff confirmed the approach to be used and the transportation components to be included in the analysis.  Technical Analysis. In this step, consultant and City staff identified the recoverable portion of transportation facility costs and calculated SDC rates.  Methodology Report Preparation. In this step, the calculation of the SDC rates are set forth and included in this report.  Jurisdiction Review. In this step, the consultant compared the calculated SDC to the current fee and with other cities in the greater metropolitan region. Key findings indicate that many cities are in the process of increasing their transportation SDCs to account for the impacts and cost of growth on all types of transportation facilities (e.g., roads, bicycle, pedestrian, transit). Also, as cities such as Lake Oswego begin to approach their planned levels of development capacity, their growth rates tend to slow down, while the costs of retrofitting existing roads with bike/pedestrian facilities increases. These two factors: increasing capital costs and slower growth usually result in a higher SDC than was previously determined decades ago. C. CALCULATION OVERVIEW In general, SDCs are calculated by adding a reimbursement fee component and an improvement fee component—both with potential adjustments. Each component is calculated by dividing the eligible cost by growth in units of demand. The unit of demand becomes the basis of the charge. Below are details on the components and how they may be adjusted. Exhibit 1.1 shows this calculation in equation format: Exhibit 1.1 – SDC Equation Eligible costs of available capacity in existing facilities + Eligible costs of capacity-increasing capital improvements + Pro-rata share of costs of complying with Oregon SDC law = SDC per unit of growth in demand Units of growth in demand Units of growth in demand C.1 Reimbursement Fee The reimbursement fee is the cost of available capacity per unit of growth that such available capacity will serve. In order for a reimbursement fee to be calculated, unused capacity must be available to serve future growth. For facility types that do not have excess capacity, no reimbursement fee may be calculated. C.2 Improvement Fee The improvement fee is the cost of planned capacity-increasing capital projects per unit of growth that those projects will serve. The unit of growth becomes the basis of the fee. In reality, the capacity added by many projects serves a dual purpose of both meeting existing demand and serving future growth. To compute a compliant improvement fee, growth-related costs must be isolated, and costs related to current demand must be excluded. City of Lake Oswego Transportation SDC Methodology January 2017 page 3 www.fcsgroup.com FCS GROUP We have used the capacity approach to allocate costs to the improvement fee basis.1 Under this approach, the cost of a given project is allocated to growth by the portion of total project capacity that represents capacity for future users. That portion, referred to as the improvement fee eligibility percentage, is multiplied by the total project cost to determine that project’s improvement fee cost basis. C.3 Adjustments Most cities in Oregon include two types of SDC cost basis adjustments that are allowed under Oregon law. The deduction of current SDC fund balances reduces the fee basis. The other adjustment increases the SDC cost basis by including administrative costs of complying with the SDC program. C.3.a Fund Balance All SDC fund balance revenue is deducted from its corresponding cost basis. This practice prevents a jurisdiction from double-charging for projects that were in the previous methodology’s improvement fee cost basis but have not yet been constructed. Fund balances will be deducted from the improvement and reimbursement fee cost bases. C.3.b Compliance Costs ORS 223.307(5) authorizes the expenditure of SDCs for “the costs of complying with the provisions of ORS 223.297 to 223.314, including the costs of developing system development charge methodologies and providing an annual accounting of system development charge expenditures.” To avoid spending monies for compliance that might otherwise have been spent on growth-related projects, this report includes an estimate of compliance costs in the SDC calculation. 1 Two alternatives to the capacity approach are the incremental approach and the causation approach. The incremental approach is computationally complicated because it requires the computation of hypothetical project costs to serve existing users. Only the incremental cost of the actual project is included in the improvement fee cost basis. The causation approach, which allocates 100 percent of all growth-related projects to growth, is vulnerable to legal challenge. City of Lake Oswego Transportation SDC Methodology January 2017 page 4 www.fcsgroup.com FCS GROUP SECTION II: SDC CALCULATIONS This section provides the rationale and calculations supporting the proposed transportation SDCs. As discussed previously, an SDC can include three components: a reimbursement fee, an improvement fee, and compliance cost recovery. Below we provide detailed calculations for each component of the charge. A. GROWTH CALCULATION Growth is the denominator in both the improvement and reimbursement fee calculations, measured in units that most directly reflect the source of demand. For transportation SDCs, the most applicable and administratively feasible unit of growth is trips. Lake Oswego’s current transportation SDC growth calculation was based on person trip miles, a combination of person trips and trip length. The proposed SDC methodology utilizes an average daily person trip-end (ADPT) basis for calculating future trip growth. ADPTs include vehicle trips as well as non-motor vehicle trips that utilize bicycle and pedestrian facilities over the entire day. This appropriately accounts for a balanced transportation system with a mix of motor vehicle, bicycle, and pedestrian facilities. Exhibit 2.1 shows the growth in Lake Oswego ADPTs during the planning period based on the Transportation System Plan. The City of Lake Oswego is expected to grow by a total of 69,610 average daily person trips between 2016 and 2035. This means that approximately 14.8 percent of the person trips in 2035 will be “new” trips generated by growth. Based on the trip growth shown above, Metro forecasts the number of person trips per vehicle trips to rise slightly, from 1.63 in 2016 to 1.65 by year 2035. This ratio is determined using the Metro Regional Transportation Plan travel demand model which includes both vehicle and person trip forecasts. The number of person trips per vehicle trips typically ranges from 1.60 to 1.68 person trips across the greater Portland metropolitan region. B. REIMBURSEMENT FEE COST BASIS The reimbursement fee cost basis is the cost of capacity available in the existing system. Calculation of the reimbursement fee begins with the historical cost of assets or recently completed projects that have unused capacity to serve future users. For each asset or project, the historical cost is adjusted by that portion of the asset or project that is available to serve future users. To avoid charging growth for facilities provided at no cost to the City or its ratepayers, the reimbursement fee cost basis may be reduced by any grants or contributions used to fund the assets or projects included in the cost basis. Exhibit 2.1: Transportation Customer Base 2010 2016 est. 2035 proj.Growth Growth as a % of Future Customers Annual Growth Rate Customer Unit Average Daily Vehicle Trips 235,580 246,580 284,915 38,335 0.76% Vehicle Trip Average Daily Person Trips 381,566 401,334 470,945 69,610 14.78%0.85% Person Trip Person Trips per Vehicle Trip 1.62 1.63 1.65 Source: Lake Oswego TSP (2014) travel demand model, based on Metroscope Gamma Forecast. Trips reflect those that originate or terminate in the City of Lake Oswego, and exclude trips that pass though the City. City of Lake Oswego Transportation SDC Methodology January 2017 page 5 www.fcsgroup.com FCS GROUP The estimated cost of unused capacity in the City transportation system is determined based on previous expenditures for SDC-funded projects. This analysis relies upon the past 10 years of actual transportation capacity improvement expenditures by the City. While it is possible to go back further into history, the remaining value of capacity diminishes over time so the resulting impact on the SDC cost basis becomes negligible. Eligible reimbursement costs reflect the amount of current infrastructure capacity that will accommodate future growth. For this analysis, we assume any project built with SDC monies will reach capacity 20 years after construction. Exhibit 2.2 shows the reimbursement fee basis calculation (see Appendix A for SDC fund expenditures). Exhibit 2.2: Reimbursement Fee Basis Calculation Fiscal Year Ending 6/30: Capacity Investment by Year Remaining Capacity as of 20161 2007 $882,302 $485,000 2008 $296,568 $178,000 2009 $192,681 $125,000 2010 $6,707 $5,000 2011 $0 $0 2012 $0 $0 2013 $0 $0 2014 $181,508 $163,000 2015 $395,369 $376,000 2016 $855,863 $856,000 Total $2,810,996 $2,188,000 Source: City of Lake Oswego SDC fund expenditure data. Compiled by FCS GROUP. Note: Capacity increasing capital expenditures are based on actual SDC improvement fee expenditures. 1Assumes full capacity of capital facility is reached in 20 years from investment year; rounded to thousands. C. IMPROVEMENT FEE COST BASIS The improvement fee cost basis is based on a specific list of planned capacity-increasing capital improvements. The portion of each project that can be included in the improvement fee cost basis is determined by the extent to which each new project creates capacity for future users. See Appendix B for a complete list of the capital projects and SDC eligibility for each project that is included in the improvement fee cost basis. As indicated in Exhibit 2.3, there are 117 transportation improvements that have been identified in local transportation plans and studies that are required to address 2016-2035 trip growth in the City of Lake Oswego. The total cost of these capital projects is estimated at $293.1 million (2016 dollars). The SDC eligible portion of these projects equates to 21% of the total cost or $62.2 million. City of Lake Oswego Transportation SDC Methodology January 2017 page 6 www.fcsgroup.com FCS GROUP Exhibit 2.3: Improvement Fee Cost Basis Summary Total Cost of Projects Total SDC Eligible Portion SDC-Eligible Cost* Number of Projects Bike $20,549,876 15% $3,037,000 4 Bike & Ped $37,418,207 26% $9,687,000 11 Intersection $1,608,080 100% $1,608,000 3 Operations $1,651,439 48% $800,000 9 Pathways $112,134,023 14% $15,608,000 40 Roadways $107,130,904 28% $29,600,000 26 Sidewalks $12,612,265 15% $1,864,000 24 Total $293,104,794 21% $62,204,000 117 Source: Appendix A; * rounded to thousands. D. SDC FUND BALANCE The City’s existing SDC fund balances are deducted from the improvement fee cost basis and the reimbursement fee cost basis to determine the adjusted SDC cost basis. Exhibit 2.4 shows the total fund balance deduction of $1.17 million, including $967,162 from the improvement fee and $203,493 from the reimbursement fee. Exhibit 2.4: Ending Fund Balance Adjustments Improvement Fee SDC Fund $ 967,162 Reimbursement Fee SDC Fund 203,493 Total $ 1,170,655 Source: City of Lake Oswego. E. COMPLIANCE COST BASIS ORS 223.307(5) authorizes the expenditure of SDCs on “the costs of complying with the provisions of ORS 223.297 to 223.314, including the costs of developing system development charge methodologies and providing an annual accounting of system development charge expenditures.” The compliance cost estimates include expenditures such as Transportation System Plan updates and Transportation SDC methodology updates over the next 20 years. This SDC methodology assumes compliance costs of four percent of the improvement and reimbursement cost bases. Four percent is used for compliance estimates since it is considered to be the “industry standard” across Oregon. As indicated in Exhibit 2.5, the SDC compliance cost is expected to be $2.6 million over 20 years. This equates to approximately $130,000 per year in expenses associated with staff time for SDC project- related planning, permitting, grant applications, refinement engineering, and direct consultant costs. Exhibit 2.5: Compliance Cost Estimates Estimate Reimbursement Cost Basis $ 2,188,000 Improvement Cost Basis 62,205,000 Total SDC Cost Basis $ 64,393,000 Compliance Cost Estimate of Total Cost 4% Total Compliance Costs $ 2,575,720 Source: City of Lake Oswego. City of Lake Oswego Transportation SDC Methodology January 2017 page 7 www.fcsgroup.com FCS GROUP SECTION III: NEW SDC A. CALCULATED SDC The City’s new transportation SDC is calculated by dividing the sum of the net SDC cost bases described above by the projected ADPT growth. The resulting SDC is to be applied uniformly to growth throughout the City. Exhibit 3.1 summarizes the SDC component calculations. The resulting SDC equates to $945 per person trip or $1,562 per average daily vehicle trip. A.1 Residential SDC Calculation Residential SDCs are to be charged based on Institute of Transportation Engineers (ITE) Trip Generation Manual Land Use Classifications for dwelling types (e.g., single family detached, townhomes, apartments). Please refer to the next section for a comparison of SDCs in Lake Oswego and other jurisdictions. A.2 Non-Residential SDC Calculation Certain non-residential trip rates are to be adjusted downward to account for traffic that passes by or interrupts a primary trip between origin and destination. This is most pronounced for certain retail land uses (such as convenience stores), wherein the retail trip is not the primary reason for a trip. Exhibit 3.1: Transportation SDC Reimbursement Fee SDC Funded Infrastructure 2,188,000$ Less: Reimbursement Fee SDC Fund Balance (203,493) Reimbursement Fee Cost Basis 1,984,507$ Growth to End of Planning Period 69,610 Person Trip Reimbursement Fee 28.51$ per Person Trip Improvement Fee Capacity Expanding CIP 62,205,000$ Less: Improvement Fee SDC Fund Balance (967,162) Improvement Fee Cost Basis 61,237,838$ Growth to End of Planning Period 69,610 Person Trip Improvement Fee 879.72$ per Person Trip Compliance Fee Costs of Compliance 2,575,720$ Growth to End of Planning Period 69,610 Person Trip Compliance 37.00$ per Person Trip Total System Development Charge Reimbursement Fee 28.51$ per Person Trip Improvement Fee 879.72$ per Person Trip Compliance Fee 37.00$ per Person Trip Total SDC per Person Trip 945$ per Person Trip Equivalent SDC per Vehicle Trip* 1,562$ per Vehicle Trip * assumes 1.65 person trips per vehicle trip based on Exhibit 2.1. City of Lake Oswego Transportation SDC Methodology January 2017 page 8 www.fcsgroup.com FCS GROUP Trips that interrupt a primary trip are called “Pass-by trips.” The adjustment for Pass-by trips generated for non-residential land use is reflected in the following formula: ࡵࢀࡱ ࢂࢋࢎ࢏ࢉ࢒ࢋ ࢀ࢘࢏࢖ ࡾࢇ࢚ࢋ ൈ ሺ૚ െ % ࡼࢇ࢙࢙࢈࢟ ࢀ࢘࢏࢖࢙ െ % ࡰ࢏࢜ࢋ࢚࢘ࢋࢊ / ࡸ࢏࢔࢑ࢋࢊ ࢀ࢘࢏࢖࢙ ሻ ൈ ૚.૟૞ ࡼࢋ࢙࢘࢕࢔ ࢀ࢘࢏࢖ ࡯࢕࢔࢜ࢋ࢙࢘࢏࢕࢔ ࡲࢇࢉ࢚࢕࢘ ൌ ࡺࢋ࢚ ࡺࢋ࢝ ࡭ࡰࡼࢀ The SDC per unit of development is calculated for each type of land use by multiplying the new ADPT by the SDC. It is important to note that the ITE Trip Generation Manual does not contain all potential land use categories or may not include trip rates or number of net new trips generated. For such land use categories without data, the city SDC administrator shall use her/his judgment to calculate the transportation SDC by determining a vehicle trip rate for the unlisted use and applying the above formula. B. CREDITS, EXEMPTIONS AND DISCOUNTS The City of Lake Oswego will continue to establish local policies for issuing credits, exemptions, annual adjustments, and other administrative procedures. B.1 Credits A credit is a reduction in the amount of the SDC for a specific development. ORS 223.304 requires that credit be allowed for the construction of a qualified public improvement which: is required as a condition of development approval; is identified in the City’s capital improvements program; and either is “not located on or contiguous to property that is the subject of development approval,” or is located “on or contiguous to such property and is required to be built larger or with greater capacity than is necessary for the particular development project….” Additionally, a credit must be granted “only for the cost of that portion of an improvement which exceeds the minimum standard facility size or capacity needed to serve” the particular project up to the amount of the improvement fee. For multi-phase projects, any “excess credit may be applied against SDCs that accrue in subsequent phases of the original development project.” In addition to these credit policies required by state law, the City may consider amendments to its current credit policy (see Lake Oswego municipal code 39.06.110) and adopt credit policies that: provide a greater credit amount than required by state law; establish a system providing for the transferability of credits; provide a credit for a capital improvement not identified in the City’s SDC Capital Improvement Plan; or provide a share of the cost of an improvement by other means. SDC credits that comply with the state’s minimum credit policy do not create an SDC revenue gap. A policy that provides SDC credits above the legal minimum usually decreases SDC revenues and reduces the likelihood of the City to complete the transportation program. B.2 Exemptions The City may exempt specific classifications of development, such as minor additions, from the requirement to pay transportation SDCs. The City may not arbitrarily exempt customers or customer types from SDCs; it must have a cost or demand-based justification. B.3 Discounts The City can also consider discounts to transportations SDCs based on potential reductions in trip demand. For example, development in downtown locations may benefit from population living in close proximity to a wide mix of uses as well as transit service. As such, these areas tend to generate City of Lake Oswego Transportation SDC Methodology January 2017 page 9 www.fcsgroup.com FCS GROUP fewer total trips than other locations. Cities such as Tigard, Oregon City, and Happy Valley have chosen to discount the trip generation levels for mixed-use developments in downtown locations by 15-20% given these factors. C. INDEXING Oregon law (ORS 223.304) also allows for the periodic indexing of system development charges for inflation, as long as the index used is: “(A) A relevant measurement of the average change in prices or costs over an identified time period for materials, labor, real property or a combination of the three; (B) Published by a recognized organization or agency that produces the index or data source for reasons that are independent of the system development charge methodology; and (C) Incorporated as part of the established methodology or identified and adopted in a separate ordinance, resolution or order.” The City of Lake Oswego currently does not index its transportation SDC. Indexing the SDC allows revenues to increase commensurate with project costs in future years. It is recommended that the City index its charges to the Engineering News Record Construction Cost Index 20-city average and adjust its charges annually. D. SDC PHASE-IN STRATEGIES & REDUCTIONS This methodology report calculates the maximum defensible transportation SDC. The City can reduce or phase-in the maximum defensible SDC amount by deciding to charge a percentage of the SDC. It should be noted that doing so will decrease total SDC revenue and require additional funding sources for the City to complete the SDC project list. Additional funding sources to supplant revenues lost from foregone SDCs could include street utility fee surcharges, a local option levy, local improvement districts, reimbursement districts, or developer/property owner right of way dedications. E. SDC FEES FOR SELECT LAND USES Exhibit 3.2 shows the maximum defensible SDC for select land uses compared to the current SDC. This comparison uses the 9th Edition of the ITE Trip Generation Manual. Going forward, the City intends to include a detailed SDC schedule as part of its annual adoption of master fees and charges. City of Lake Oswego Transportation SDC Methodology January 2017 page 10 www.fcsgroup.com FCS GROUP Exhibit 3.2: Transportation SDC Comparison by Select Land Use ITE Code Land Use Lake Oswego Current Lake Oswego Proposed West Linn Oregon City Wilsonville (CL County) Tigard Beaverton - South Cooper Mountain Hillsboro - South Hillsboro2 Washing -ton County 210 Single-Family Detached Housing per Dwelling $4,195 $14,760 $9,410 $8,684 $7,695 $14,083 $16,160 $20,009 $8,278 254 Assisted Living per Unit $1,220* $4,004 $2,545 $1,512** $1,693 $2,558**** $5,423***** $5,139 $2,558 110 General Light Industrial per 1,000 SFGFA $2,760 $8,225 $5,208 $8,187 $7,464 $5,873**** $ - 3 $17,252 $5,873 710 General Office Building per 1,000 SFGFA1 $4,269 $13,093 $8,344 $12,894 $13,390*** $8,687**** $6,991 $26,167 $8,687 820 Shopping Center per 1,000 SFGFA $1,946 $32,310 $10,297 $12,293 N/A $11,366**** $17,253 $40,091 $11,366 Source: ITE Trip Generation Manual, 9thEdition. 1For the purposes of the survey, the office building considered is between 10ksf and 49.9ksf. 2South Hillsboro TSDC for Area 2, properties outside the creation of a local improvement district, only. 3 City staff said that this ITE code would not be allowed in the South Cooper Mountain Area. *ITE Code 252 used, code 254 is not available in current fee schedule. **ITE Code 253 used, code 254 is not available in current fee schedule. ***ITE Code 715 used, code 710 is not available in current fee schedule. ****Tigard has delayed adoption of non-residential SDCs; only TDT charged in city. *****According to staff, City would charge assisted living as if it were an apartment (ITE 220) F. SDC COMPARISON FOR SINGLE FAMILY HOUSE Exhibit 3.3 provides a current comparison of SDCs and related charges for a new single family detached home. Lake Oswego is currently on the lower-end of the range of cities included in the SDC survey. If the City adopts 100% of the maximum defensible transportation SDC ($14,760 per new single family detached home) it will represent an increase of approximately $10,565 in comparison to the prior transportation SDC. G. NEXT STEPS The City of Lake Oswego intends to review and update its schedule of master fees and charges on January 3, 2017. The City will be considering adoption of this SDC Methodology Report along with potential changes to its SDC credit policies and administrative procedures at that time. If you have questions or comments regarding these findings please contact Erica Rooney, City Engineer. Exhibit 3.3: SDCs per New Single Family Detached Dwelling Jurisdiction Parks SDC Stormwater SDC Sewer SDC Water SDC Transportation TDT Transportation SDC Other Transport. ChargeTotal Tualatin $4,786 $510 $5,300 $3,754 $8,278 $0 $22,628 Oregon City $4,034 $773 $4,055 $5,344 $0 $8,441 $22,647 Wilsonville (CL county)$5,374 $1,628 $4,849 $5,842 $0 $7,695 $25,388 Hillsboro $4,647 $510 $5,300 $6,830 $8,278 $0 $25,565 Lake Oswego (Existing) $12,642 $146 $2,660 $7,304 $0 $4,195 $26,947 North Plains $4,725 $510 $5,300 $8,169 $8,278 $638 $27,620 Sherwood $7,669 $621 $5,295 $5,592 $8,278 $1,506 $28,961 Happy Valley $6,075 $205 $7,140 $8,400 $0 $7,682 $29,502 Beaverton $10,800 $1,104 $5,300 $5,512 $8,278 $0 $30,994 West Linn $10,216 $1,167 $3,349 $8,348 $0 $9,393 $32,473 Tigard $7,178 $510 $5,300 $7,917 $8,278 $5,805 $34,988 Lake Oswego (DRAFT) $12,642 $146 $2,660 $7,304 $0 $14,760 $37,512 Tigard - River Terrace $7,566 $510 $5,300 $7,917 $8,278 $8,489 $38,060 Beaverton - South Cooper Mtn $12,624 $1,104 $5,300 $5,512 $8,278 $7,725 $40,543 North Bethany $12,645 $510 $5,300 $6,687 $8,278 $6,113 $3,750 $43,283 Hillsboro - South Hillsboro $11,433 $510 $5,300 $6,830 $8,278 $11,731 $44,082 Source: compiled by FCS GROUP as of October 2016. City of Lake Oswego Transportation SDC Methodology January 2017 page 11 www.fcsgroup.com FCS GROUPAPPENDICES Appendix A – Reimbursement Fee Eligible Costs Historical SDC Expenditures32 49 58 (581) 61 64 72 110 111 183 191MiscellaneousRosemont/ Stafford IntersectionPed Improvements Boones Ferry @ Tualatin10th Street Green Street and PathwayBergis Road ImprovementsCountry Club Road Street ImprovementsLake Grove Ave PathwayLaurel Street Pathway Study2008 ADA Ramp RetrofitBoones Ferry Road Improvements - Phase 1Laurel Street PathwayTOTAL2006-0752,494$ 334,734$ -$ -$ 1,833$ 493,241$ -$ -$ -$ -$ -$ 882,302$ 2007-08- - 58 87,611 87,456 - 121,442 - - - - 296,568 2008-0932,945 - - - 55,408 - - 25,090 79,238 - - 192,681 2009-10- - - 6,707 - - - - - - - 6,707 2010-11- - - - - - - - - - - - 2011-12- - - - - - - - - - - - 2012-13- - - - - - - - - - - - 2013-14- - - - - - - - - 33,529 147,979 181,508 2014-15- - - - - - - - - 88,774 306,595 395,369 2015-16- - - - - - - - - - 855,863 855,863 Total 85,439$ 334,734$ 58$ 94,318$ 144,697$ 493,241$ 121,442$ 25,090$ 79,238$ 122,304$ 1,310,436$ 2,810,996$ Source: City of Lake Oswego City of Lake Oswego Transportation SDC Methodology January 2017 page 12 www.fcsgroup.com FCS GROUPAppendix B – Lake Oswego Transportation SDC Capital Improvement Plan: 2016-2035 Improvement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 1.1 Boones Ferry Improvements Phase I – Widening and paving from Madrona to Oakridge/Reese; incl. bike lanes, upgrade sidewalks, new center median, green street features, and signal improvements. NHS/AASHTO stds apply. Some R/W required. Transit connection on Boones Ferry. $ 29,500,000 $ 29,000,000 50.00% $ 500,000 2016 Roadways CIP, Lake Grove Village Center Plan 1.2 Boones Ferry Improvements Phase II – New pavement only within existing curbs from Oakridge/Reese to Kruse Way. NHS/AASHTO stds apply, may need design exception. 15,000,000 - 14.78% 2,217,153 2016 Roadways CIP, Lake Grove Village Center Plan 3 Boca Ratan Sidewalk: Atwater to Bonnie Brae 1,600’ long, 5.5’ wide curb-tight sidewalk along the east side. Existing curbs and storm drains. R/W required, parking will be removed. Completes a connection. 395,657 - 14.78% 58,482 2012 Sidewalks CIP, Citizen Request, 2002 TAB "top ten" List 4 Canyon Drive Neighborhood Pathway: Dellwood to South Shore 1,150’ long, 5’ wide separated asphalt pathway on east side of road. Section between Park Rd and Greentree Rd is in an unconstructed R/W and will need heavy rock section to manage soft soils/natural springs. Adequate R/W. Transit connection on South Shore Blvd. 633,977 - 14.78% 93,708 2012 Pathways CIP, Palisades Neighborhood Plan, TMP 5 Carman Drive Sidewalks and Bike Lanes: Kruse Way to I-5 6,600' long, 6' wide bike lanes, 6' wide separated concrete sidewalks along 70% of length, both sides. Widen roadway from Kruse Way to I-5 (1.2 miles). Subject to road transfer from Clackamas County. Transit connection on Kruse Way and at I-5/Carman Dr. interchange. 4,292,070 - 14.78% 634,412 2012 Bike & Ped CIP, Neighborhood Request, CC TSP 6 Cherry Lane Pathway: Chapin Way to Hwy. 43 750' long, 5’ wide separated asphalt pathway on south side of road. Include 3'-5' gravel shoulder. Adequate R/W, vegetation removals. Completes connections to Hallinan Elementary School and TriMet bus stop. SRTS route. 102,963 - 14.78% 15,219 2012 Pathways CIP , Glenmorrie Neighborhood Plan, TAB Top 10 list 7 Childs Road (west) Pathway: Canal Rd to Sycamore 1,550’ long, 6' wide separated asphalt pathway on one side of the road. Include storm drain system to accommodate roadside ditch. Larger project listed on Clackamas County TSP. Traverses identified wetlands and tree groves. 445,403 - 14.78% 65,835 2012 Pathways CIP, Neighborhood Request, CC TSP 9 Daniel Way Sidewalk: Kruse Way Place to Carman Dr Replace gravel pathway with 800’ long, 6’ wide separated sidewalk on west side of road. Remove parking and rebuild landscape islands within West End Building campus. Completes a connection. 231,378 - 14.78% 34,200 2012 Sidewalks CIP, Holly Orchards Neighborhood Request, Trails Master Plan 10 E Avenue Pathway: 4th to 10th Street 2,000' long, 5’ wide separated asphalt pathway that includes storm water drainage improvements. SRTS route. Extends a connection. Part of Metro's Hillsdale to LO Regional Trail. 613,153 - 50.00% 306,576 2012 Pathways CIP, First Addition Neighborhood Plan, Metro Regional, TAB Top 10 list, Trails Master Plan City of Lake Oswego Transportation SDC Methodology January 2017 page 13 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 11 Fernwood Drive Pathway: South Shore to Marjorie 3,300’ long, 6’ wide asphalt shoulder pathway on west/south side of road. Pathway could impact on-street parking and need extensive storm water system to pipe the ditch lines in the right-of-way. Extends a connection. Transit connection on South Shore. 1,027,320 - 14.78% 151,848 2012 Pathways CIP, Palisades Neighborhood Plan, Trails Master Plan 12 Fir Ridge Road Sidewalk: Twin Fir to Wembley Park Rd 900’ long, 5’ wide separated concrete sidewalk, 5' wide landscape strip on the north side of street. Existing curbs. Extends a connection. 128,415 - 14.78% 18,981 2012 Sidewalks CIP, Trails Master Plan 13 Firwood Road Upgrade: Boones Ferry to Bonaire 2,100’ long, 11-12' travel lanes, 6' bike lanes, and 5-6’ wide separated sidewalk. Install storm drain system, connect to existing system in Boones or Bryant. R/W required; removal of large trees and on-street parking. Subject to road transfer from Clackamas County. Extends a connection. Transit connection at Boones Ferry Road. 2,562,516 - 14.78% 378,766 2012 Roadways CIP, Lake Forest Neighborhood Request 15 Goodall Rd Pathway: Knaus to Country Club 3,000’ long, 6’ wide asphalt shoulder pathway on the east side of road. R/W needed to accommodate swale. Completes a connection. Subject to road transfer from Clackamas County. Transit connection on Country Club. 994,927 - 14.78% 147,060 2012 Pathways CIP, Trails Master Plan 16 Greentree Rd. Sidewalk: Fernwood to Westview 2,400’ long, 5.5’ wide curb-tight concrete sidewalk. Use of shoulder areas would eliminate parking. Requires widening, retaining walls and storm drainage modifications. 789,000 - 14.78% 116,622 2012 Sidewalks CIP, Palisades Neighborhood Plan, TMP 17 Kelok Pathway: South Shore to Bryant 1,000’ long, 5’ wide separated asphalt pathway, 5' landscape strip on one side of the road. Loss of on-street parking. 1,834,831 - 14.78% 271,207 2012 Pathways CIP, Trails Master Plan 19 Knaus Rd Pathway: Boones Ferry to Country Club 4,000’ long, 6’ wide separated asphalt pathway, 5' wide bike lanes. Some sections subject to road transfer with Clackamas County. Closes many gaps created through annexation and redevelopment. Transit connection on Country Club. (See #209) 5,206,015 - 14.78% 769,502 2012 Bike & Ped CIP, Trails Master Plan 21 Lanewood/Douglas Circle Sidewalk & Pathway: Twin Fir to Boones Ferry 600' long, 5’ wide curb-tight sidewalk along Lanewood St to Boones Way, both sides. 1,600' long, 5' wide attached asphalt pathway from Boones Way to Twin Fir, one side; widening required. Extends a connection. Transit connection on Boones Ferry Road. 414,167 14.78% 61,218 2012 Auto 25 Mercantile Dr. Sidewalk: Hallmark to Boones Ferry Rd 400’ long, 5.5’ wide curb-tight concrete sidewalks on both sides. Short retaining wall at back of walk with handrail, north side only. Remove all street trees, replace behind walk where space. Existing curbs. Completes a connection. Transit on Boones Ferry. 308,890 - 14.78% 45,657 2012 Sidewalks CIP, Waluga Neighborhood Plan 28 Willamette River Greenway Trail: Roehr Park Pathway Repair/Upgrade 1,200' long, 10' wide separated asphalt pathway. Reconstruct and relocate existing 6’ path to regional standard of 10’ to avoid high water and resolve root heave issues. Part of Metro Regional Trail System (aka William Stafford Pathway). 281,125 - 14.78% 41,553 2012 Pathways CIP, Parks Department 31 Waluga Dr Pathway: Oakridge to Madrona 1,200’ long, 5’ wide separated asphalt pathway on east side of road. Driveway/fence rebuilds, numerous large tree removals. Completes a connection. 323,930 - 14.78% 47,880 2012 Pathways CIP, Lake Forest Neighborhood Request, TMP City of Lake Oswego Transportation SDC Methodology January 2017 page 14 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 32 Washington Court Pathway: Queens Park Rd to Lake Forest Blvd 3,200’ long, 5’ wide separated asphalt pathway, one side of road. R/W consistent on north side. R/W required, Lake Forest to Bonaire; some areas subject to road transfer from Clackamas County. Encroachment issues and tree removals required. No stormwater piping, structure adjustments only. Transit connection on Boones Ferry. 564,563 - 14.78% 83,448 2012 Pathways CIP, Trails Master Plan 36 Boones Ferry Road Bike Lanes: Country Club to northern city limit 3,500' long bike lanes on both sides. Includes extensive widening and retaining walls above and below the roadway grade. NHS/AASHTO stds apply. 6,609,325 - 14.78% 976,926 2012 Bike CIP, Metro's Regional Transportation Plan 37 Bryant Road Bike Lanes and Pathway: Childs Rd to Boones Ferry Rd 7,500' long, combo of bike lanes (widening), pathways, and striping on both sides of roadway. RR crossing reconstruction; retaining wall needed at X-ing. Coordinate with related TSP project: trail connection along canal to Tualatin River. 11,800,300 - 50.00% 5,900,150 2012 Bike & Ped CIP, Metro's Regional Transportation Plan 38 Hwy 43 Bike Lanes 5,500' long bike lanes, both sides. NHS/AASHTO/ODOT stds apply. 8,777,341 - 14.78% 1,297,381 2012 Bike CIP, Metro's Regional Transportation Plan 39 Iron Mountain/Upper Drive Bike Lanes: 10th Street to Bryant Rd. 14,000' (2.65 mi) long bike lanes, both sides. Widening needed to accommodate bike lanes and pathways. Transit connection at 10th/A Ave. Alternate route for pedestrians along future Iron Mountain Park Trail. 7,730,354 - 14.78% 1,142,625 2012 Bike & Ped CIP, Metro's Regional Transportation Plan 41 Douglas Way Sidewalk: Quarry to Hallmark 900’ long, 6' wide separated sidewalk with curb, 5' landscape strip on south side of road. Completes a connection. Several driveway rebuilds. SRTS route. (See #157) 416,481 - 14.78% 61,560 2012 Sidewalks CIP, Waluga Neighborhood Plan, LGVCP 50 Roosevelt Ave Sidewalk: Washington Ct to Harrington 1,600’ long, 6’ wide curb-tight concrete sidewalk on one side of roadway, reconstruct portion of roadway. Add sanitary sewer and stormwater infrastructure along entire length. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Court Pathway. 1,589,570 - 14.78% 234,955 2012 Sidewalks NP, Lake Forest Neighborhood Request 51 Seville Ave Upgrade: Lake Forest to Roosevelt 1,900’ long, 12' lanes, 6’ wide curb-tight concrete sidewalk on one side of roadway. Add sanitary sewer and stormwater infrastructure along entire length. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Roosevelt Pathway. 1,875,322 - 14.78% 277,192 2012 Roadways NP, Lake Forest Neighborhood Request 52 Lake Forest Blvd Upgrade 3,400’ long, 6' bike lanes with 1' sawcut on both sides, 6’ wide curb-tight sidewalk on one side of roadway. Sanitary sewer and stormwater infrastructure required with rebuild, but not included in this estimate. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Ct. and Seville Pathways. Multiple driveway crossings. On-street parking, utility pole issues and tree removals required. Transit connection on Boones Ferry. Coordinate with TSP-related project at Lake Forest/Carman intersection. 4,054,000 - 50.00% 2,027,000 2016 Roadways NP, Lake Forest Neighborhood Request, City staff City of Lake Oswego Transportation SDC Methodology January 2017 page 15 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 54 6 Corners: Access Improvements Curbs, AC rmvl, landscaping, striping and RPMs. Realign the two northerly legs of this intersection. Combine the north leg of Iron Mountain and Bayberry into one approach and remove the landscaped area. Provide for stormwater collection and treatment. May include feasibility study. NHS/AASHTO stds apply along Country Club. 1,100,000 - 14.78% 162,591 2016 Roadways CIP, First Addition / Forest Hills Neighborhood Plan 55 Baleine St Upgrade: Allison to Inverurie (Baleine currently unimproved.) 1,200’ long, 12' lanes, 6’ wide curb-tight concrete sidewalk, 2' landscape strip. Extends a connection at Baleine/Carman. May connect to Inverurie Pathway (currently unimproved R/W.) 1,731,868 - 100.00% 1,731,868 2012 Roadways NP, Lake Forest Neighborhood Plan 56 Inverurie Rd Upgrade: Carman to Wash Ct./Lake Forest (Reconstruct full roadway) 3,200’ long, 12' lanes, 6’ wide curb-tight sidewalk, 2' landscape strip. Majority subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Ct. and Lake Forest Pathways. Multiple driveway crossings. On-street parking, utility pole issues and tree removals required. Northern portion in City is unimproved (~600'). 5,638,693 - 100.00% 5,638,693 2012 Roadways NP, Lake Forest Neighborhood Plan 57 Astor Ave Upgrade: Washington Ct to Harrington (Astor Ave mostly unimproved.) 1,200’ long, 12’ lanes, 6' wide curb-tight concrete sidewalk, 2' landscape strip. Subject to road transfer from Clackamas County. Initiates a connection, may connect to Washington Ct., Seville, and Harrington Sidewalks. Multiple driveway crossings. On-street parking, utility pole issues and tree removals required. Portions of roadway are unimproved. 1,676,337 - 100.00% 1,676,337 2012 Roadways NP, Lake Forest Neighborhood Plan 61 Hwy 43/McVey: Intersection Geometry Improvement Restripe #1 NB lane on Hwy 43 for a dedicated left turn lane. Coordinate with ODOT to modify signal timing. NHS/AASHTO stds apply. 50,000 - 75.00% 37,500 2016 Operations 1997 TSP 62 Jean Rd/Pilkington: Intersection Improvements Rebuild 150' of all four approaches with new curb and sidewalk, and bike lanes. Install traffic signal. SRTS route. 1,318,000 - 50.00% 659,000 2016 Operations 1997 TSP, City Staff 63 McVey/Cornell: Signal Installation 200' long, 14' wide roadway widening to the south to add WB left turn lane on McVey; install traffic signal. 491,679 - 100.00% 491,679 2012 Intersection 1997 TSP 66 A Ave/8th: Signal Interconnect Complete “A” Avenue signal interconnect by installing communications. Install detection at 8th Street. 42,805 - 75.00% 32,104 2012 Operations 1997 TSP 67 Bryant Rd/Jean Rd: Signal Installation Install traffic signal, all turn lanes exist. Underground or relocate aerial wires running diagonally across intersection. 470,855 - 100.00% 470,855 2012 Intersection 1997 TSP 68 Bryant Rd/Childs: Signal Installation 250' long widening to the east on Bryant for LT lane; 300' widening to the south on Childs for LT lane, including curb and sidewalk and storm drain revisions. Install traffic signal with pedestrian signals. 645,546 - 100.00% 645,546 2012 Intersection 1997 TSP 69 Hwy 43/B Ave: Intersection Improvement Geometry 200' long road widening to add 12' wide SB Right Turn Lane with 2' shy; rebuild 8' sidewalk and ADA ramp. Structure demo/modification not included, but may be required. R/W is already acquired. Coordinate with ODOT. NHS/AASHTO/ODOT stds apply. 541,000 - 100.00% 541,000 2016 Roadways 1997 TSP, City Staff 70 Carman/Lake Forest: Intersection Geometry Improvement 200' long, 12' wide roadway widening to NW, adding WB left turn lane. Use existing sidewalk, add curb. Subject to road transfer from Clackamas County. 118,003 - 100.00% 118,003 2012 Roadways 1997 TSP City of Lake Oswego Transportation SDC Methodology January 2017 page 16 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 72 Bangy/Bonita: Signal Interconnect Install signal interconnect; detection needed. Coordinate with Washington County (Tigard) signal west of I-5. 60,158 - 75.00% 45,119 2012 Operations 1997 TSP 73 Kerr Pkwy (north) Pathway: PCC to Mult. Co line 2,700’ long, 8’ wide separated asphalt pathway, 3' landscape strip on west/south side of roadway; create ADA accessible route at Jefferson Pkwy. 1,183,501 - 14.78% 174,934 2012 Pathways 1997 TSP 74 Hwy 43 Sidewalk: Public Storage to Briarwood 2,000' striping to create pathway (buffer), east side only. Coordinate with ODOT and Clackamas County. Major widening/retaining wall/guardrail needed between Public Storage and Stampher Road (~300' long); otherwise, plenty of existing shoulder pavement. NHS/AASHTO/ODOT stds apply. 2,574,085 - 14.78% 380,476 2012 Pathways 1997 TSP 75 Lakeview Blvd Pathway: Jean Rd to 65th Ave 2,300’ long and 5’ wide separated asphalt pathway or sidewalk, likely on north/west side of roadway. Install storm drain system. May involve loss of parking and minor vegetation removal. Completes a connection. 651,330 - 14.78% 96,273 2012 Pathways 1997 TSP 76 Pilkington Rd Sidewalk: Willow to Boones Ferry 1,050' long, 5.5' wide separated concrete sidewalk on both sides of roadway where none exist. Completes a connection. 477,796 - 14.78% 70,623 2012 Sidewalks 1997 TSP 80 Bonita Rd Sidewalks/Bike Lanes: Bangy Rd to Carman Dr 2,300' long, 5.5' sidewalks and 6' bike lanes on both sides. Widening of roadway involves tree removals and loss of on-street parking. Several steep areas for catch point. Listed on Clackamas County TSP. 4,008,631 - 14.78% 592,517 2012 Bike & Ped 1997 TSP, CC TSP 81 Fosberg Rd Pathway: Carman to Melrose 2,000’ long, 5’ wide separated asphalt pathway along west side of roadway. Minor on-street parking reductions. Completes a connection. 266,085 - 14.78% 39,330 2012 Pathways 1997 TSP 84 Centerwood Sidewalk: Red Leaf to city limit 650’ long, 5.5’ wide separated concrete sidewalk on north side of roadway. Extends connection to proposed Tualata sidewalk. Existing curbs. Subject to road transfer from Clackamas County. 121,474 - 14.78% 17,955 2012 Sidewalks 1997 TSP 86 Willamette River Greenway Trail: George Rogers Park to Riverbend Condos 500' long, 10' wide asphalt pathway across the last 3 private properties (per Foothills District Plan). R/W required, awaiting willing seller. 187,417 - 14.78% 27,702 2012 Pathways 1997 TSP, Metro's Regional Transportation Plan 87 Willamette River Greenway Trail: Foothills Park to Tryon Cove Park 500' long, 10' wide asphalt pathway completes a connection at the existing north end Foothills pathway to Tryon Cove Park with a pedestrian bridge (per Foothills District Plan). (See #34, 95) 451,188 - 14.78% 66,690 2012 Pathways 1997 TSP, Metro's Regional Transportation Plan 91 Stafford Rd Bike Lane: South Shore to Overlook 4,600' long, 6' bike lane legends and striping on both sides. RPMs on curves. Widening and ditch reconstruction required. Retaining wall and guardrail construction on portion of east side. 3,213,847 - 14.78% 475,039 2012 Bike 1997 TSP 94 River-to-River Trail 9,750' long, 10' wide trail from George Rogers park to the Tualatin River via McVey-Stafford-Stevens Meadows Natural Area-Pecan Creek Natural Area-then private properties. Extends a connection to Tualatin River Greenway Trail. Coordinate with related TSP projects: Stafford Road and McVey bike lanes. 20,546,946 18,436,775 14.78% 2,110,171 2012 Pathways TMP, Metro Regional Trails MP City of Lake Oswego Transportation SDC Methodology January 2017 page 17 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 95 Willamette Greenway Trail: Willamette Shore Line (Trolley) Trail 5 mile pedestrian trail from down town Lake Oswego to Portland. The total cost of this regional project is estimated at $46,300,000. If grants and regional funding is provided the cost to Lake Oswego is estimated at 10% of total cost. Alt route along Highway 43 (See #34, 40, 87). 52,268,547 46,900,568 14.78% 5,367,980 2012 Pathways TMP 96 Stafford Rd Pathway: Rosemont to Childs 1,700’ long, 6’ wide asphalt shoulder/pathway on west side of roadway within Clackamas County R/W. Include wide stripe with RPMs. Culvert extension at Pecan Creek. Extends a connection to proposed Childs Rd pathway. Listed on Clackamas County TSP. Connects to Metro's River-to-River regional trail on Stafford/McVey (Hwy 43 to Rosemont). 2,683,990 - 14.78% 396,721 2012 Pathways TMP, CC TSP 97 Childs Rd (east) Pathway: Stafford to 35th 6,400’ long, 6’ wide asphalt/shoulder pathway on one (north) side of roadway within Clackamas County R/W. Retaining walls and tree removals required. Extends connection to proposed Stafford Rd Pathway from sidewalks at 35th and Childs Rd (west) Pathway. Listed on Clackamas County TSP. 3,894,099 - 14.78% 575,588 2012 Pathways TMP 98 Green Bluff Pathway: Wayside to Glenmorrie Dr 3,700’ long, 6’ wide asphalt shoulder/pathway on one side of roadway. Install wide stripe and RPMs for full length. Extends a connection from Wayside, may connect to proposed Glenmorrie pathway. Stormwater impvt's required. Located in landslide area. 1,660,140 - 14.78% 245,386 2012 Pathways TMP 99 Glenmorrie Dr (west) Pathway: Green Bluff to Hwy 43 650’ long, 5’ wide asphalt shoulder/pathway. Install wide stripe and RPMs. Extends a bike connection from Hwy 43. Transit connection on Hwy 43. Connects to related TSP project east of Hwy 43. 261,458 - 14.78% 38,646 2012 Pathways TMP 100 Bergis Rd Pathway: Cornell to existing path 2,400’ long, 6’ wide separated asphalt pathway on north/west side of roadway. Extends a connection. Subject to road transfer from Clackamas County. 289,223 - 14.78% 42,750 2012 Pathways TMP 103 McVey Ave Bike Lanes: Hwy 43 to South Shore Intermittent striping with legends on both sides (3,600' total length). Minor widening required, Cornell to east of Pearcy. On-street parking removals, incl signage. Coordinate with related TSP projects. Majority could be completed by city forces. 90,238 - 14.78% 13,338 2012 Operations TMP 104 Terwilliger Bike Lanes: Hwy 43 to city limits/Castleridge Ln. 3,800' long, 6' wide bike lanes on both sides of roadway. Widening and stormwater system required. Subject to road transfer from Clackamas County. 1,949,363 - 14.78% 288,136 2012 Bike TMP 109 Kerr Parkway/Boones Ferry Road/County Club Drive Intersection Improvements 400' long, 5' wide concrete curb and sidewalk, 13' turn lane. Remove the eastbound right-turn slip lane. Replace with an eastbound right-turn lane adjacent to the shared through/left-turn lane. Possible signal pole relocation. Modify traffic island. Adjustment forces right-turn vehicles to slow and obey the traffic signal. Incl. advanced warning signs on Kerr Parkway. 600,000 - 25.00% 150,000 2016 Roadways TSP Update 2012-2013 113 South Shore Boulevard/McVey Avenue: Signal Improvements Install loop detection for the left-turn movement off of McVey Avenue and adjust signal timing to provide more green time for through movements when left-turning vehicles are not present. Adjustments will provide efficient signal operations and reduce delay w/o increasing the intersection footprint. 34,707 - 14.78% 5,130 2012 Operations TSP Update 2012-2013 City of Lake Oswego Transportation SDC Methodology January 2017 page 18 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 118 Jean Road Bike Lanes and Sidewalks: Jean Way to Pilkington Road 1,250' long, 2-6' bike lanes, 5' landscape strip, and 6' separated concrete sidewalks on the south side of the roadway. Widening required. (See #62) 1,127,970 - 14.78% 166,725 2012 Bike & Ped TSP Update 2012-2013 122 Pilkington Bike Lanes and Sidewalks: Willow Road to Jean Road 700' long, 6' wide bike lanes and 5.5' wide curb-tight concrete sidewalks on both sides of the road. Widening and R/W required. Extends connections from related TSP projects. 631,663 - 14.78% 93,366 2012 Bike & Ped TSP Update 2012-2013 131 65th Ave Bike Lanes and Sidewalks: Lakeview Boulevard to Childs Road 1,800' long, 6' bike lanes and 5.5' separated sidewalks along both sides of the roadway. Widening required. 1,580,000 - 14.78% 233,540 2016 Bike & Ped TSP Update 2012-2013 132 Boones Ferry Road Pathway: Washington Court to Pilkington Road 1000’ long, 6’ wide separated asphalt pathway. Completes a connection between existing sidewalk at Boones/Pilkington and incomplete pathway above retaining wall. NHS/AASHTO stds apply, design exception needed. 144,612 - 14.78% 21,375 2012 Pathways TSP Update 2012-2013 133 Foothills Road - Phase I - A to B Avenues 500' long reconstruction of Foothills Road between A and B Avenues with two 12' travel lanes, two 5' bike lanes, 8' parking/stormwater strip, 12' sidewalks, street lighting, furnishings and landscaping. Project would include tying in the existing Kincaid Curlique on both east side of the street. 3,227,729 - 14.78% 477,091 2012 Roadways Foothills Framework Plan 134 Foothills Road - Phase II - North of B Avenue 700' long new construction of Foothills Road between B and D Avenues with two 12' travel lanes, two 5' bike lanes, 8' parking/stormwater strip, 12' sidewalks, street lighting, furnishings and landscaping. 1,834,831 - 100.00% 1,834,831 2012 Roadways Foothills Framework Plan 135 North Portal between D and E Avenues 500' long new construction of Foothills Road intersection at State Street (Hwy 43) between D and E avenues. Project will include ~300' long median modifications within State Street (State Hwy 43, NHS/AASHTO/ODOT stds apply) to provide for safe turning movements. New at grade RR crossing of the two rail lines just east of State Street. R/W required. 1,884,577 - 100.00% 1,884,577 2012 Roadways Foothills Framework Plan 136 B Avenue Improvements: Foothills Rd to Foothills Park 1,000' long new construction of three blocks of B Avenue, including two 12' travel lanes, 8' on-street parking/stormwater, 15' sidewalks, street lighting, furnishings and landscaping. 5,225,682 - 100.00% 5,225,682 2012 Roadways Foothills Framework Plan 137 Willamette Steps Construct a pedestrian connection between State Street and Foothills Road. Project will include new steps within a new 80-foot right-of-way, an at-grade crossing at the rail lines, street lighting, street furnishings and landscaping. ADA access will be provided either by a ramp system to the south of the steps or a public elevator incorporated into adjacent development. 2,466,494 - 100.00% 2,466,494 2012 Pathways Foothills Framework Plan 138 Mercantile Intersection Improvements Add CBs and ADA ramps 20,824 - 14.78% 3,078 2012 Operations LGVCP 139 Boones/Reese/Oakridge Pedestrian Improvements Add ADA ramps 17,353 - 14.78% 2,565 2012 Operations TSP Update 2012-2013 City of Lake Oswego Transportation SDC Methodology January 2017 page 19 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 144 Lake Oswego to Tualatin Trail 5,000' long trail that follows the canal from Bryant Road to River Run Park. New 400' long, 15' wide bridge across the Tualatin River. Some portions of soft-surface trail exist. Connects to related TSP project, Oswego Canal Trail. 2,892,231 - 14.78% 427,501 2012 Pathways TMP, Metro's Regional Transportation Plan 145 LO-Tigard/Bridgeport-Milwaukie Trail Connection 3,620' long, 6' wide asphalt shoulder pathway. Connects two trails: LO-Tigard Trail (Country Club/BFR/Kruse) and Bridgeport-to-Milwaukie Trail (P&W rail corridor). Begins at Kruse Way/Boones Ferry Road, extends north to Twin Fir, south to Edgemont, ending at Iron Mountain Park. Completes a connection. (Replaces #30) Assumes ditch/swale on outside of trail and ROW costs. Geotechnical studies, retaining walls needed. Transit connection on Boones Ferry. 5,067,000 - 14.78% 748,954 2016 Pathways TMP, Metro Regional Trails Plan, City Staff 152 Hallmark Dr Festival Street 580' long, 40' wide. Reconstruct as curbless street with sidewalks, bollards, special paving and landscaping. Condition of approval for "village commons." 1,046,756 - 14.78% 154,721 2012 Roadways LGVCP 153 Kruse Way Enhanced Sidewalk: Mercantile Dr to Boones Ferry Road 870' long, 9' wide separated concrete sidewalk, 10' landscape strip, both sides. Retaining walls required. Install decorative street lights, heavy landscaping, flower baskets. Remove existing curb-tight sidewalk. 452,923 - 14.78% 66,947 2012 Sidewalks LGVCP 156 Mercantile Dr Upgrades: Boones Ferry Rd to Kruse Way Install ADA ramps at each corner. Install missing sidewalks? 17,353 - 14.78% 2,565 2012 Operations LGVCP 157 Douglas Way Sidewalk: west of Hallmark 260’ long, 6' wide sidewalk with curb and gutter, 5' landscape strip on both sides of road. Completes a connection. Several driveway rebuilds. SRTS route. (See #41) 135,356 - 14.78% 20,007 2012 Sidewalks LGVCP 158 Quarry Road Sidewalk: Oakridge to Boones Ferry Road 600' long curb and gutter (total), 50' long x 6' wide curb-tight concrete sidewalk (gap), several driveway rebuilds. 124,944 - 14.78% 18,468 2012 Sidewalks LGVCP 159 Oakridge Road Sidewalk: Bonaire to Waluga Rd 2700' long, 6' wide meandering concrete sidewalk, both sides. 1,405,624 - 14.78% 207,766 2012 Sidewalks LGVCP 160 Oakridge Road Improvements: Quarry Rd to Boones Ferry Rd 770' long curb and gutter, both sides. 1,120,000 - 14.78% 165,547 2016 Roadways LGVCP 163 Lanewood-Lake Grove Ave Pathway Connection 620' long, 6' wide asphalt pathway. Access easement for pathway required. 229,527 - 14.78% 33,926 2012 Pathways LGVCP 164 Kruse Way-Galewood Pathway Connection 190' long, 6' wide asphalt pathway. 70,339 - 14.78% 10,397 2012 Pathways LGVCP 165 Harvey Way-Mercantile Dr Pathway Connection 120' long, 6' wide asphalt pathway. Ped bridge over wet area may be required. 391,492 - 14.78% 57,867 2012 Pathways LGVCP 174 Glenmorrie Drive Sidewalk: Cherry Ln to Green Bluff Dr. 2000' long, 5’ wide asphalt shoulder/pathway. Install wide stripe and RPMs. Connects to related TSP projects on Glenmorrie Drive (See #99). 879,238 - 14.78% 129,960 2012 Sidewalks TMP City of Lake Oswego Transportation SDC Methodology January 2017 page 20 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 175 O'Brien St Sidewalk & Pathway: Ash St. to Hallinan Open Space 250' long pathway, 340' long sidewalk: 5’ wide asphalt pathway. Section between Ash St and Laurel St is in an unconstructed R/W. Adequate R/W. 273,027 - 14.78% 40,356 2012 Sidewalks TMP 176 Ash St Sidewalk & Pathway: Erickson to O'Brien St 250' long pathway, 1,000' long sidewalk, 5’ wide. Section between Oak and Yates is in an unconstructed R/W. Adequate R/W. 578,446 - 14.78% 85,500 2012 Sidewalks TMP 177 Maple St Sidewalks: Erickson to GRP Trail 800' long, 6' curb-tight sidewalk on north side of roadway. Add curb and gutter and 3' travel lane width. 200' long, 3' high retaining wall needed. Multiple dwy rebuilds. 418,795 - 14.78% 61,902 2012 Sidewalks TMP 178 Erickson St Sidewalk: Maple St to Laurel St. 740' long, 6' wide curb-tight sidewalk along east side of road. Add curb and gutter and 8.5' parking lane pavement. 2 dwy rebuilds. 599,270 - 14.78% 88,578 2012 Sidewalks TMP 179 Hemlock St Sidewalk: Parrish to Cornell Parrish to Lee: 460' long, 6' wide curb-tight sidewalk along north side of road. Remove existing curb and 4' of road surfacing (street is 36' wide currently). Multiple dwy rebuilds. Lee to Cornell: 490' long, 6' wide curb-tight sidewalk along north side of road. Add curb and gutter and 15' travel lane width. Multiple dwy rebuilds. 593,717 - 14.78% 87,757 2012 Sidewalks TMP 180 Lee St Pathway: Hemlock St to Aspen Park/Palisades 2 Reservoir 775' long, 6' wide asphalt shoulder pathway. Challenging design at dwys. Existing stair connection between Larch and Aspen streets. 340,705 - 14.78% 50,360 2012 Pathways TMP 184 Barton Rd Pathway: Riven Dell Rd to Childs Rd 3,050' long, 6' wide separated asphalt pathway. All property under County jurisdiction and outside of LO's urban services boundary. 1,129,127 - 14.78% 166,896 2012 Pathways TMP 185 Mossy Brae Rd Pathway: River Run Park to Stafford Rd. 1.0 mile long, 6' wide separated asphalt pathway. 2,200' long is unimproved, requires R/W or esmt agreement. May require culvert crossing or pedestrian bridge. All property under County jurisdiction and outside LO's urban services boundary. 2,932,028 - 14.78% 433,384 2012 Pathways TMP 186 Oswego Canal Trail: Bryant Road to Childs Rd. 1,125' long, 8' wide multi-use trail on unconstructed R/W. Need ped bridge to cross canal. Enter through Canal Rd to avoid purchase of R/W from Lake Corp; construct pathway/sidewalk on Canal Rd. Completes a connection between Canal Rd and soft-surface path within Bryant Woods Nature Park. Aligns with LO-Tualatin trail. 763,549 - 14.78% 112,860 2012 Bike & Ped TMP 188 Depot Street Pathway: Lakeview Blvd to Bridgeport to Milwaukie Regional Trail 500' long, 6' wide separated asphalt pathway. Partially unconstructed R/W at Lower St, existing soft-surface trail. May need stairs/switchback trail to get up to RR R/W. 185,103 - 14.78% 27,360 2012 Pathways TMP 194 Bridgeport to Milwaukie Regional Trail Connection: Upper Dr. to Bridgeport to Milwaukie Regional Trail 450' long, 8' wide separated asphalt pathway within unimproved R/W. May need switchbacks to get down to RR R/W. 166,592 - 14.78% 24,624 2012 Bike & Ped TMP City of Lake Oswego Transportation SDC Methodology January 2017 page 21 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 199 Burma Rd Sidewalks: Bangy Rd to Carman Dr 2,000' long, 6' wide curb tight sidewalk. Complete gaps in curb & gutter, curb-tight sidewalks on both sides. Subject to road transfer from Clackamas County. 856,100 - 14.78% 126,540 2012 Sidewalks TMP 201 Meadow Ave Pathway: Meadows Dr to Carman Dr. 300' long, 8' wide multi-use asphalt pathway. Pathway to outlet into existing parking lot. Subject to road transfer from Clackamas County. Connects to related TSP projects. 111,062 - 14.78% 16,416 2012 Bike & Ped TMP 204 Glen Eagles Road Pathway: Wembley Park Rd to Prestwick 1,920' long, 6' wide asphalt shoulder pathway. 710,795 - 14.78% 105,063 2012 Pathways TMP 205 Glen Eagles Pl Pathway: Wembley Park Rd to Glen Eagles Rd 525' long, 6' wide asphalt shoulder pathway. 194,358 - 14.78% 28,728 2012 Pathways TMP 206 Prestwick Rd Pathway: Glen Eagles Rd to Crest Dr 880' long, 6' wide asphalt shoulder pathway. 325,781 - 14.78% 48,154 2012 Pathways TMP 207 Crest Dr Pathway: Prestwick Rd to Ridgecrest 1,500' long, 6' wide asphalt shoulder pathway. 555,308 - 14.78% 82,080 2012 Pathways TMP 208 Uplands Dr Pathway: Ridgecrest Rd to Wembley Park Rd. 900' long, 6' wide asphalt shoulder pathway. 333,185 - 14.78% 49,248 2012 Pathways TMP 209 Thoma Rd Sidewalk & Pathway: Knaus Rd to LO High School 820' long of curb and gutter and 6' sidewalk to the end of the cul-de-sac. 430' long, 6' wide asphalt pathway. R/W adequate. (See #19) 351,001 - 14.78% 51,882 2012 Sidewalks TMP 213 Atwater Road Sidewalks: Knaus Rd to Boca Ratan Dr 1,700' long, 6' wide curb tight sidewalks. Atwater needs to be fully reconstructed. Extends a connection and will connect to adjacent TSP projects. Subject to road transfer from Clackamas County. 727,685 - 14.78% 107,559 2012 Sidewalks TMP 214 Sunningdale Rd Sidewalks: Andrews Rd to 10th St 575' long, 7.5' wide curb tight sidewalks. 275' long, 8' wide asphalt shoulder pathway. Extends a connection along school property. SRTS route. 367,024 - 14.78% 54,250 2012 Sidewalks TMP 215 10th Street Sidewalk: E Ave to G Ave 750' long, 6' wide separated sidewalk (meandering, 6' average landscape strip) on east side of road. Extends a connection. 390,451 - 14.78% 57,713 2012 Sidewalks TMP 216 F Avenue Pathway: 10th St to ACC 1150' long, 6' wide separated asphalt pathway, 5' landscape strip. Initiates a connection and will connect to adjacent TSP projects. 425,736 - 14.78% 62,928 2012 Pathways TMP 223 Bergis Road Realignment 1325' long, 30' wide roadway (12' lanes, 6' bike lanes, 6' sidewalks). 60' x 1175' R/W acquisition. 2,146,035 - 50.00% 1,073,018 2012 Roadways Metro Connectivity Analysis 227 3rd Street Upgrade: A Ave to B Ave 450' long, 60' wide roadway reconstruction. 12' travel lanes, 8' parking lanes, 10' sidewalks. 1,272,581 - 14.78% 188,101 2012 Roadways EERP 230 Upper Drive Extension: West Sunset signal to Upper Dr. 350' long, 50' wide new roadway (2-12' lanes, 13' center turn lane pocket, 7' parking lanes, 6' curb-tight concrete sidewalks, landscaping and street furniture on both sides). R/W required. Close off/cul-de-sac the existing end of Upper Dr. at Boones Ferry Road. Transit on Boones Ferry Rd. Add signal loops, R/W required. 1,138,382 - 50.00% 569,191 2012 Roadways CIP City of Lake Oswego Transportation SDC Methodology January 2017 page 22 www.fcsgroup.com FCS GROUPImprovement Fee Project List ID Project Name Description Total Cost (2016) Non SDC Funding Portion of Project Providing New Capacity SDC-Eligible Costs Year of Cost Estimate Type Source(s) 231 Tryon Creek Bridge Replacement: OR43 south of Terwilliger Replace existing 90-year old concrete box culvert with steel truss bridge. Bridge will contain 4-5 travel lanes, bike lanes, and sidewalks; a multi-use trail is planned along the creek. Traffic signal at Terwilliger NOT included in this project. Included in this project is a second steel truss bridge for the Portland & Western railroad crossing of Tryon Creek and a concrete span bridge for the Stampher Road crossing. Local cost likely to be 10% of total, estimated at $18M. 20,276,592 18,194,186 40.00% 2,082,406 2012 Roadways RTP/ODOT 300 Lakeview Boulevard/ Jean Road Intersection Realignment Realign Lakeview Boulevard at Jean Road to remove the skew and improve the truck turning radii. Construct curb and gutter with sidewalk on north/west side of Lakeview. Remnant right-of-way at SE corner can be utilized for stormwater quality. May require purchasing right-of-way. 350,000 - 14.78% 51,734 2016 Roadways Southwest Employment Area Plan 301 Lakeview Boulevard, 65th Avenue, and McEwan Road Improvements 4,000’ long, 50’ wide roadway reconstruction with two 14’ shared use lanes, 8’ concrete sidewalk separated by stormwater planter/landscape strip with curb on north/west side of the street. Balance residential character with industrial traffic and safety needs. 2,600,000 - 14.78% 384,307 2016 Roadways Southwest Employment Area Plan 302 65th Ave/McEwan Road Intersection Geometry 600’ long, 50’ wide roadway reconstruction with two 14’ shared use lanes, 8’ concrete sidewalk separated by stormwater planter/landscape strip with curb on north/west side of streets. Curb radii must accommodate freight movements. Utility coordination needed to relocate poles. (related to project #301) 410,000 - 14.78% 60,602 2016 Roadways Southwest Employment Area Plan 303 Jean Road/Jean Way Intersection Geometry Adjust the intersection traffic control to accommodate the change in traffic patterns and improve pedestrian access and safety in the SWEA. 200,000 - 14.78% 29,562 2016 Roadways Southwest Employment Area Plan Total $ 293,518,961 $ 112,531,528 $ 62,265,810 Source: City of Lake Oswego. Costs escalated to 2016 using the Engineering News Record, Seattle Construction Cost Index. ATTACHMENT 2 Exhibit A:  TSDC Rates July 1, 2017Exhibit ATo Resolution 17-08Transportation SDC by Land Use (effective July 1, 2017 except as noted for ITE Code 210 Single Family Detached Housing)ITE Code Land Use Unit Average Daily Vehicle TripsPrimary Trip Adjustments as a Percent of Total1Adjusted Average Daily Vehicle TripsAdjusted Average Daily Person Trips2Reimbursement FeeImprovement FeeCompliance Fee Total110 General Light Industrial 1,000 SFGFA5.26 100% 5.26 8.70 $248 $7,655 $322$8,225130 Industrial Park 1,000 SFGFA5.34 100% 5.34 8.82 $252 $7,763 $327$8,341140 Manufacturing 1,000 SFGFA3.03 100% 3.03 5.01 $143 $4,406 $185$4,734151 Mini-Warehouse 1,000 SFGFA2.37 100% 2.37 3.92 $112 $3,450 $145$3,707160 Data Center 1,000 SFGFA0.99 100% 0.99 1.64 $47 $1,440 $61$1,547210 Single-Family Detached Housing Dwelling unit9.45 100% 9.45 15.62$445 $13,737 $578 $14,760210 Phase-in: Year 2017 Dwelling unit$8,760210 Phase-in: Year 2018 (before indexing) Dwelling unit$11,760210 Phase-in: Year 2019 (before indexing) Dwelling unit$14,760220 Apartment Dwelling unit6.50 100% 6.50 10.74 $306 $9,452 $398$10,156230 Residential Condominium/Townhouse Dwelling unit5.65 100% 5.65 9.34 $266 $8,218 $346$8,830240 Mobile Home Park ODU4.90 100% 4.90 8.10 $231 $7,127 $300$7,658254 Assisted Living Bed2.56 100% 2.56 4.24 $121 $3,727 $157$4,004310 Hotel Room7.86 100% 7.86 12.98 $370 $11,423 $480$12,274320 Motel Room5.63 100% 5.63 9.31 $265 $8,187 $344$8,796411 City Park Acre6.13 100% 6.13 10.14 $289 $8,918 $375$9,582417 Regional Park Acre4.99 100% 4.99 8.25 $235 $7,258 $305$7,799430 Golf Course Acre5.27 100% 5.27 8.71 $248 $7,665 $322$8,236492 Health/Fitness Club 1,000 SFGFA30.32 100% 30.32 50.12 $1,429 $44,091 $1,855$47,374495 Recreational Community Center 1,000 SFGFA27.40 100% 27.40 45.29 $1,291 $39,843 $1,676$42,810520 Elementary School 1,000 SFGFA12.07 59% 7.12 11.78 $336 $10,359 $436$11,131522 Middle School/Junior High School 1,000 SFGFA10.78 59% 6.36 10.52 $300 $9,252 $389$9,941530 High School 1,000 SFGFA10.09 59% 5.95 9.84 $280 $8,654 $364$9,299540 Junior/Community College 1,000 SFGFA21.41 100% 21.41 35.39 $1,009 $31,137 $1,310$33,456560 Church 1,000 SFGFA13.22 100% 13.22 21.85 $623 $19,226 $809$20,657565 Day Care Center 1,000 SFGFA54.62 33% 18.02 29.79 $849 $26,210 $1,102$28,162590 Library 1,000 SFGFA50.46 100% 50.46 83.41 $2,378 $73,379 $3,086$78,843610 Hospital 1,000 SFGFA12.17 100% 12.17 20.12 $573 $17,697 $744$19,014620 Nursing Home 1,000 SFGFA7.21 100% 7.21 11.92 $340 $10,487 $441$11,268710 General Office Building 1,000 SFGFA8.38 100% 8.38 13.85 $395 $12,186 $513$13,093720 Medical-Dental Office Building 1,000 SFGFA27.31 100% 27.31 45.14 $1,287 $39,710 $1,670$42,667731 State Motor Vehicles Department 1,000 SFGFA120.90 100% 120.90 199.84 $5,697 $175,803 $7,394$188,895732 United States Post Office 1,000 SFGFA88.35 100% 88.35 146.04 $4,163 $128,472 $5,404$138,039750 Office Park 1,000 SFGFA8.50 100% 8.50 14.05 $401 $12,360 $520$13,280760 Research and Development Center 1,000 SFGFA6.22 100% 6.22 10.29 $293 $9,049 $381$9,723770 Business Park 1,000 SFGFA9.44 100% 9.44 15.60 $445 $13,721 $577$14,742812 Building Materials and Lumber Store 1,000 SFGFA43.13 100% 43.13 71.29 $2,032 $62,714 $2,638$67,384813 Free-Standing Discount Superstore 1,000 SFGFA53.42 72% 38.46 63.58 $1,812 $55,929 $2,352$60,094814 Variety Store 1,000 SFGFA64.03 48% 30.57 50.54 $1,441 $44,459 $1,870$47,769815 Free-Standing Discount Store 1,000 SFGFA59.09 48% 28.22 46.64 $1,330 $41,029 $1,726$44,084816 Hardware/Paint Store 1,000 SFGFA58.23 45% 25.91 42.83 $1,221 $37,681 $1,585$40,487817 Nursery (Garden Center) 1,000 SFGFA82.86 100% 82.86 136.96 $3,905 $120,486 $5,068$129,459820 Shopping Center 1,000 SFGLA41.24 50% 20.68 34.18 $974 $30,071 $1,265$32,310826 Specialty Retail Center 1,000 SFGLA40.58 100% 40.58 67.08 $1,912 $59,010 $2,482$63,405841 Automobile Sales 1,000 SFGFA29.27 100% 29.27 48.37 $1,379 $42,556 $1,790$45,725843 Automobile Parts Sales 1,000 SFGFA61.91 44% 27.24 45.03 $1,284 $39,611 $1,666$42,561848 Tire Store 1,000 SFGFA24.87 69% 17.08 28.23 $805 $24,833 $1,044$26,682Resolution 17-08Page 1 of 2 Exhibit A:  TSDC Rates July 1, 2017Exhibit ATo Resolution 17-08ITE Code Land Use Unit Average Daily Vehicle TripsPrimary Trip Adjustments as a Percent of Total1Adjusted Average Daily Vehicle TripsAdjusted Average Daily Person Trips2Reimbursement FeeImprovement FeeCompliance Fee Total850 Supermarket 1,000 SFGFA122.18 39% 47.34 78.25 $2,231 $68,843 $2,896$73,969851 Convenience Market (Open 24 Hours) 1,000 SFGFA758.79 33% 246.81 407.95 $11,630 $358,884 $15,095$385,610857 Discount Club 1,000 SFGFA42.35 100% 42.35 69.99 $1,995 $61,576 $2,590$66,161862 Home Improvement Superstore 1,000 SFGFA38.03 44% 16.73 27.66 $789 $24,333 $1,023$26,145880 Pharmacy/Drugstore without Drive-Through 1,000 SFGFA90.06 42% 38.13 63.02 $1,797 $55,439 $2,332$59,567881 Pharmacy/Drugstore with Drive-Through 1,000 SFGFA96.91 38% 36.83 60.87 $1,735 $53,549 $2,252$57,537890 Furniture Store 1,000 SFGFA4.98 37% 1.83 3.02 $86 $2,657 $112$2,855912 Drive-in Bank 1,000 SFGFA122.71 27% 33.54 55.44 $1,581 $48,772 $2,051$52,404931 Quality Restaurant 1,000 SFGFA88.04 43% 37.42 61.85 $1,763 $54,408 $2,288$58,460932 High-Turnover (Sit-Down) Restaurant 1,000 SFGFA132.28 40% 52.58 86.91 $2,478 $76,460 $3,216$82,153934 Fast-Food Restaurant with Drive-Through 1,000 SFGFA535.05 41% 219.07 362.11 $10,323 $318,559 $13,399$342,281937 Coffee/Donut Shop with Drive-Through 1,000 SFGFA818.58 41% 335.16 554.00 $15,794 $487,368 $20,499$523,661938 Coffee/Donut Kiosk 1,000 SFGFA1,800.00 17% 306.00 505.80 $14,420 $444,961 $18,715$478,096944 Gasoline/Service Station VFP168.56 35% 59.00 97.52 $2,780 $85,787 $3,608$92,176945 Gasoline/Service Station with Convenience Market VFP162.78 13% 20.80 34.38 $980 $30,245 $1,272$32,498946 Gasoline/Service Station with Car Wash VFP152.84 24% 36.51 60.35 $1,721 $53,093 $2,233$57,046Source: ITE Trip Generation Manual, 9th Edition, compiled by FCS GROUP1Adjustement factor deducts "linked trips" between land use types.2Person trips calculated with 1.65 person trips per average daily vehicle trip.AbbreviationsCFD - commercial flights per dayODU - occupied dwelling unitSFGFA - square feet of gross floor areaSFGLA - square feet of gross leasable areaVFP - vehicle fueling positionResolution 17-08Page 2 of 2 Exhibit A:  TSDC Rates July 1, 2017Exhibit ATo Resolution 17-08Transportation SDC by Land Use (effective July 1, 2017 except as noted for ITE Code 210 Single Family Detached Housing)ITE Code Land Use Unit Average Daily Vehicle TripsPrimary Trip Adjustments as a Percent of Total1Adjusted Average Daily Vehicle TripsAdjusted Average Daily Person Trips2Reimbursement FeeImprovement FeeCompliance Fee Total110 General Light Industrial 1,000 SFGFA5.26 100% 5.26 8.70 $248 $7,655 $322$8,225130 Industrial Park 1,000 SFGFA5.34 100% 5.34 8.82 $252 $7,763 $327$8,341140 Manufacturing 1,000 SFGFA3.03 100% 3.03 5.01 $143 $4,406 $185$4,734151 Mini-Warehouse 1,000 SFGFA2.37 100% 2.37 3.92 $112 $3,450 $145$3,707160 Data Center 1,000 SFGFA0.99 100% 0.99 1.64 $47 $1,440 $61$1,547210 Single-Family Detached Housing Dwelling unit9.45 100% 9.45 15.62$445 $13,737 $578 $14,760210 Phase-in: Year 2017 Dwelling unit$8,760210 Phase-in: Year 2018 (before indexing) Dwelling unit$11,760210 Phase-in: Year 2019 (before indexing) Dwelling unit$14,760220 Apartment Dwelling unit6.50 100% 6.50 10.74 $306 $9,452 $398$10,156230 Residential Condominium/Townhouse Dwelling unit5.65 100% 5.65 9.34 $266 $8,218 $346$8,830240 Mobile Home Park ODU4.90 100% 4.90 8.10 $231 $7,127 $300$7,658254 Assisted Living Bed2.56 100% 2.56 4.24 $121 $3,727 $157$4,004310 Hotel Room7.86 100% 7.86 12.98 $370 $11,423 $480$12,274320 Motel Room5.63 100% 5.63 9.31 $265 $8,187 $344$8,796411 City Park Acre6.13 100% 6.13 10.14 $289 $8,918 $375$9,582417 Regional Park Acre4.99 100% 4.99 8.25 $235 $7,258 $305$7,799430 Golf Course Acre5.27 100% 5.27 8.71 $248 $7,665 $322$8,236492 Health/Fitness Club 1,000 SFGFA30.32 100% 30.32 50.12 $1,429 $44,091 $1,855$47,374495 Recreational Community Center 1,000 SFGFA27.40 100% 27.40 45.29 $1,291 $39,843 $1,676$42,810520 Elementary School 1,000 SFGFA12.07 59% 7.12 11.78 $336 $10,359 $436$11,131522 Middle School/Junior High School 1,000 SFGFA10.78 59% 6.36 10.52 $300 $9,252 $389$9,941530 High School 1,000 SFGFA10.09 59% 5.95 9.84 $280 $8,654 $364$9,299540 Junior/Community College 1,000 SFGFA21.41 100% 21.41 35.39 $1,009 $31,137 $1,310$33,456560 Church 1,000 SFGFA13.22 100% 13.22 21.85 $623 $19,226 $809$20,657565 Day Care Center 1,000 SFGFA54.62 33% 18.02 29.79 $849 $26,210 $1,102$28,162590 Library 1,000 SFGFA50.46 100% 50.46 83.41 $2,378 $73,379 $3,086$78,843610 Hospital 1,000 SFGFA12.17 100% 12.17 20.12 $573 $17,697 $744$19,014620 Nursing Home 1,000 SFGFA7.21 100% 7.21 11.92 $340 $10,487 $441$11,268710 General Office Building 1,000 SFGFA8.38 100% 8.38 13.85 $395 $12,186 $513$13,093720 Medical-Dental Office Building 1,000 SFGFA27.31 100% 27.31 45.14 $1,287 $39,710 $1,670$42,667731 State Motor Vehicles Department 1,000 SFGFA120.90 100% 120.90 199.84 $5,697 $175,803 $7,394$188,895732 United States Post Office 1,000 SFGFA88.35 100% 88.35 146.04 $4,163 $128,472 $5,404$138,039750 Office Park 1,000 SFGFA8.50 100% 8.50 14.05 $401 $12,360 $520$13,280760 Research and Development Center 1,000 SFGFA6.22 100% 6.22 10.29 $293 $9,049 $381$9,723770 Business Park 1,000 SFGFA9.44 100% 9.44 15.60 $445 $13,721 $577$14,742812 Building Materials and Lumber Store 1,000 SFGFA43.13 100% 43.13 71.29 $2,032 $62,714 $2,638$67,384813 Free-Standing Discount Superstore 1,000 SFGFA53.42 72% 38.46 63.58 $1,812 $55,929 $2,352$60,094814 Variety Store 1,000 SFGFA64.03 48% 30.57 50.54 $1,441 $44,459 $1,870$47,769815 Free-Standing Discount Store 1,000 SFGFA59.09 48% 28.22 46.64 $1,330 $41,029 $1,726$44,084816 Hardware/Paint Store 1,000 SFGFA58.23 45% 25.91 42.83 $1,221 $37,681 $1,585$40,487817 Nursery (Garden Center) 1,000 SFGFA82.86 100% 82.86 136.96 $3,905 $120,486 $5,068$129,459820 Shopping Center 1,000 SFGLA41.24 50% 20.68 34.18 $974 $30,071 $1,265$32,310826 Specialty Retail Center 1,000 SFGLA40.58 100% 40.58 67.08 $1,912 $59,010 $2,482$63,405841 Automobile Sales 1,000 SFGFA29.27 100% 29.27 48.37 $1,379 $42,556 $1,790$45,725843 Automobile Parts Sales 1,000 SFGFA61.91 44% 27.24 45.03 $1,284 $39,611 $1,666$42,561848 Tire Store 1,000 SFGFA24.87 69% 17.08 28.23 $805 $24,833 $1,044$26,682Resolution 17-08Page 1 of 2 Exhibit A:  TSDC Rates July 1, 2017Exhibit ATo Resolution 17-08ITE Code Land Use Unit Average Daily Vehicle TripsPrimary Trip Adjustments as a Percent of Total1Adjusted Average Daily Vehicle TripsAdjusted Average Daily Person Trips2Reimbursement FeeImprovement FeeCompliance Fee Total850 Supermarket 1,000 SFGFA122.18 39% 47.34 78.25 $2,231 $68,843 $2,896$73,969851 Convenience Market (Open 24 Hours) 1,000 SFGFA758.79 33% 246.81 407.95 $11,630 $358,884 $15,095$385,610857 Discount Club 1,000 SFGFA42.35 100% 42.35 69.99 $1,995 $61,576 $2,590$66,161862 Home Improvement Superstore 1,000 SFGFA38.03 44% 16.73 27.66 $789 $24,333 $1,023$26,145880 Pharmacy/Drugstore without Drive-Through 1,000 SFGFA90.06 42% 38.13 63.02 $1,797 $55,439 $2,332$59,567881 Pharmacy/Drugstore with Drive-Through 1,000 SFGFA96.91 38% 36.83 60.87 $1,735 $53,549 $2,252$57,537890 Furniture Store 1,000 SFGFA4.98 37% 1.83 3.02 $86 $2,657 $112$2,855912 Drive-in Bank 1,000 SFGFA122.71 27% 33.54 55.44 $1,581 $48,772 $2,051$52,404931 Quality Restaurant 1,000 SFGFA88.04 43% 37.42 61.85 $1,763 $54,408 $2,288$58,460932 High-Turnover (Sit-Down) Restaurant 1,000 SFGFA132.28 40% 52.58 86.91 $2,478 $76,460 $3,216$82,153934 Fast-Food Restaurant with Drive-Through 1,000 SFGFA535.05 41% 219.07 362.11 $10,323 $318,559 $13,399$342,281937 Coffee/Donut Shop with Drive-Through 1,000 SFGFA818.58 41% 335.16 554.00 $15,794 $487,368 $20,499$523,661938 Coffee/Donut Kiosk 1,000 SFGFA1,800.00 17% 306.00 505.80 $14,420 $444,961 $18,715$478,096944 Gasoline/Service Station VFP168.56 35% 59.00 97.52 $2,780 $85,787 $3,608$92,176945 Gasoline/Service Station with Convenience Market VFP162.78 13% 20.80 34.38 $980 $30,245 $1,272$32,498946 Gasoline/Service Station with Car Wash VFP152.84 24% 36.51 60.35 $1,721 $53,093 $2,233$57,046Source: ITE Trip Generation Manual, 9th Edition, compiled by FCS GROUP1Adjustement factor deducts "linked trips" between land use types.2Person trips calculated with 1.65 person trips per average daily vehicle trip.AbbreviationsCFD - commercial flights per dayODU - occupied dwelling unitSFGFA - square feet of gross floor areaSFGLA - square feet of gross leasable areaVFP - vehicle fueling positionResolution 17-08Page 2 of 2 ATTACHMENT 3 Page 1 of 5 Supplemental Frequently Asked Questions (FAQs) Prepared by: Staff and FCS Group Date: February 2, 2017 The following narrative is provided in response to inquiries at the Council work session for Transportation System Development Charges (TSDCs) held on November 15, 2016. 1. Why consider a new methodology based on person trips? Over half (56%) of the total future transportation capital requirements in Lake Oswego a re attributed to pedestrian and bicycle project improvements. Hence, a TSDC methodology that that is based on person trips (not vehicle trips) would have a stronger nexus or relationship with the proposed charge. Person trips includes all trips, including vehicle trips, bicycling and walking trips that occur within LO, as long as they originate or terminate in the City. The person trip method is now the accepted approach used by many cities in Oregon and the Metro region, since it represents a strong nexus between impacts and improvements. Cities that have adopted it as a preferred method include: Oregon City, Wilsonville, Tigard, Hillsboro, Canby, Hillsboro, Washington County, Banks, West Linn and others. Another advantage of this approach is that the fee calculation is much easier to calculate for any ITE land use classification, which is an improvement over the current average daily vehicle- person-trip-mile approach. 2. How many new single-family residential permits are issued each year? Each year there are approximately 80-100 single-family residential permits issued. Of those, an average of 53 are actually new homes that are required to pay transportation SDCs. In cases where an existing home is demolished and a new one built to replace it in the same location, there would not be a transportation SDC assessed. At $4,195 per NEW single-family home, this brings in approximately $222,335 per year to the Transportation SDC fund. The TSDC fund history is as follows: Fiscal Year TSDC revenue 2015-16 $727,282 2014-15 $244,122 2013-14 $488,215 2012-13 $225,489 2011-12 $220,111 2010-11 $203,794 2009-10 $170,232 ATTACHMENT 3 Page 2 of 5 3. If we index from the 2006 TSDC amount to 2017 and apply it from this point forward, what would that TSDC charge be right now? The Transportation SDC has not been indexed since 2006. It has been at $4,195 per single- family residential unit since then. Had it been simply indexed per the Engineering New s Record Construction Cost Index (ENR-CCI) over these past ten years, the 2016 rate would be $5,465, a difference of $1,270. 4. How much is the total SDC amount as a percentage of median home price (new construction)? Across the Metro area, the total SDC amount is a fraction of the sale price. System development charges are not assessed or estimated on sale price. System Development Charges as a Percent of Median Home Price (New Construction) City Median Home Price1 SDC Cost for Single Family Home SDCs as a % of Home Price Hillsboro $308,190 $25,565 8.3% Wilsonville $316,000 $25,388 8.0% Beaverton $399,990 $30,994 7.7% Tigard $450,921 $33,908 7.5% Oregon City $355,800 $23,891 6.7% West Linn $630,000 $32,473 5.2% Lake Oswego (proposed) $770,000 $37,512 4.9% Lake Oswego (existing) $770,000 $26,947 3.5% 1Based on survey conducted through Zillow.com accessed 11-21-2016; based on a sample of single family home sales for homes built on or after 2014. Source: Respective cities, FCS Group. ATTACHMENT 3 Page 3 of 5 5. What are the impacts of phasing in the TSDC over time? Revenue loss is significant; phasing should probably be limited to 3 years, maximum, not 5 years as shown in FCS table below. 5a SDC Phase-In Strategy (5-year phase in alternative) 1/1/2017 1/1/2018 1/1/2019 1/1/2020 1/1/2021 1/1/2022 Reimbursement Fee $14 $17 $20 $23 $26 $29 Improvement Fee $440 $528 $616 $704 $792 $880 Compliance Fee $19 $22 $26 $30 $33 $37 SDC per Person Trip $473 $567 $662 $756 $851 $945 Percentage of phase-in 50% 60% 70% 80% 90% 100% Source: Previous tables. 5b SDC Phase-In Strategy (5-year phase in alternative) FY 2017-18 FY 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 FY 2022-2023 Total Maximum Defensible SDC SDC per ADPT $945 $945 $945 $945 $945 $945 Annual ADPT Growth1 3,481 3,481 3,481 3,481 3,481 3,481 Total Annual Revenue $3,289,903 $3,289,903 $3,289,903 $3,289,903 $3,289,903 $3,289,903 $19,739,420 Phased-In SDC Percent phase-in 50% 60% 70% 80% 90% 100% SDC per ADPT $473 $567 $662 $756 $851 $945 Annual ADPT Growth1 3,481 3,481 3,481 3,481 3,481 3,481 Total Annual Revenue $1,644,952 $1,973,942 $2,302,932 $2,631,923 $2,960,913 $3,289,903 $14,804,565 Lost Revenue Due to Phase-In ($1,644,952) ($1,315,961) ($986,971) ($657,981) ($328,990) $0 ($4,934,855) 1Assumes level annual growth during the analysis period. ADPT=Annual Daily Person Trips ATTACHMENT 3 Page 4 of 5 6. Why did the shopping center increase so dramatically? The change in SDC amounts is due to the calculation method and the updated growth factor (which is lower than previous studies). Using the typical calculation method, the SDC is commensurate with the person-trips. Methodology Comparison - Shopping Center Example Method Charge Basis Adjustments Calculation Narrative Actual Calculation Adjustments (bold) as a % of Orig. Trips Cost per Unit Units Lake Oswego Current New Person Trip Miles Adjustments for pass-by trips, local trips, and trip length Daily Vehicle Trips × EMME/2 Trip Rate Factor × Pass- By Trip Factor × Trip Length × Person Trip Adjustment Factor × Local Trip Factor 128.5 × 0.62 × 0.15 × 1.3 × 1.2 × 0.9 = 16.78 13.1% $1,540 per person trip mile New Person Trip Miles Lake Oswego Proposed Average Daily Person Trips Adjustments for pass-by and diverted/linked trips. Average Daily Vehicle Trips × (Pass-By Trip Factor + Diverted/Linke d Trip Factor) × Person Trip Conversion 41.24 × 0.5 × 1.65 = 34.18 82.5% $945 per avg. daily person trip Average Daily Person Trips Page 5 of 5 7. Compare other land use categories, such as commercial, with other cities. Transportation SDC Comparison by select land use ITE Code Land Use Lake Oswego Current Lake Oswego Proposed West Linn Oregon City Wilsonville (CL County) Tigard Beaverton - South Cooper Mountain Hillsboro - South Hillsboro2 Washington County TDT 210 Single-Family Detached Housing per Dwelling $4,195 $14,760 $9,410 $8,684 $7,695 $14,083 $16,160 $20,009 $8,278 254 Assisted Living per Unit $1,220* $4,004 $2,545 $1,512** $1,693 $2,558**** $5,423***** $5,139 $2,558 110 General Light Industrial per 1,000 SFGFA $2,760 $8,225 $5,208 $8,187 $7,464 $5,873**** $ - 3 $17,252 $5,873 710 General Office Building per 1,000 SFGFA1 $4,269 $13,093 $8,344 $12,894 $13,390*** $8,687**** $6,991 $26,167 $8,687 820 Shopping Center per 1,000 SFGFA $1,946 $32,310 $10,297 $12,293 n/a $11,366**** $17,253 $40,091 $11,366 Source: ITE Trip Generation Manual, 9th Edition. 1For the purposes of the survey, the office building considered is between 10ksf and 49.9ksf. 2South Hillsboro TSDC for Area 2, properties outside the creation of a local improvement district, only. 3 City staff said that this ITE code would not be allowed in the South Cooper Mountain Area. *ITE Code 252 used, code 254 is not available in current fee schedule. **ITE Code 253 used, code 254 is not available in current fee schedule. ***ITE Code 715 used, code 710 is not available in current fee schedule. ****Tigard has delayed adoption of non-residential SDCs; only TDT charged in city. *****According to staff, City would charge ‘assisted living’ as if it were an apartment (ITE 220) Attch #3 to Council Report - Supp FAQ for Councip -020717.docx TSDC Comparisons by Use July 10, 2017 OFFICE Assumptions: 30,000 SF interior floor area 1 1/2" Water meter 30,000 SF impervious area City of Lake Oswego (old) City of Lake Oswego (new) City of West Linn City of Oregon City City of Tigard City of Beaverton City of Wilsonville Transportation SDCs 128,070 392,790 250,320 386,811 260,610 260,340 401,700 TDT - - - - - Total Transportation 128,070 392,790 250,320 386,811 260,610 260,340 401,700 Sewer SDCs 9,195 9,195 36,953 16,090 14,112 15,370 13,580 Storm water SDCs 1,510 1,510 12,014 7,710 3,864 12,545 11,400 Water SDCs 25,248 25,248 41,740 18,638 64,186 31,749 20,083 Parks SDCs 69,126 69,126 - 24,000 36,000 8,350 15,990 Total SDCs 233,149 497,869 341,027 453,249 378,772 328,354 462,753 TAP ROOM Assumptions: 1,996 SF interior floor area 1" Water meter 4,000 SF impervious area City of Lake Oswego (old) City of Lake Oswego (new) City of West Linn City of Oregon City City of Tigard City of Beaverton City of Wilsonville Transportation SDCs 31,924 163,977 41,544 84,479 TDT - - - Total Transportation 31,924 163,977 41,544 - - - 84,479 Sewer SDCs 4,598 4,598 8,373 Storm water SDCs 302 302 2,334 2,280 Water SDCs 12,622 12,622 20,870 13,796 Parks SDCs 4,215 4,215 2,470 Total SDCs 53,661 185,714 73,121 - - - 103,025 BANK Assumptions: 10,069 SF interior floor area 1" Water meter 27,443 SF impervious area City of Lake Oswego (old) City of Lake Oswego (new) City of West Linn City of Oregon City City of Tigard City of Beaverton City of Wilsonville Transportation SDCs 173,439 527,656 91,766 774,830 TDT - - - Total Transportation 173,439 527,656 91,766 - - - 774,830 Sewer SDCs 4,598 4,598 8,373 Storm water SDCs 1,510 1,510 11,670 15,643 Water SDCs 12,622 12,622 20,870 13,796 Parks SDCs 18,546 18,546 5,863 Total SDCs 210,715 564,932 132,679 - - - 810,132 1 of 2 ATTACHMENT 4 TSDC Comparisons by Use July 10, 2017 LIGHT INDUSTRIAL Assumptions: 9,594 SF interior floor area 2" Water meter 31,368 SF impervious area City of Lake Oswego (old) City of Lake Oswego (new) City of West Linn City of Oregon City City of Tigard City of Beaverton City of Wilsonville Transportation SDCs 26,479 78,911 49,964 71,610 TDT - - - Total Transportation 26,479 78,911 49,964 - - - 71,610 Sewer SDCs 18,389 18,389 26,792 Storm water SDCs 1,661 1,661 12,837 17,880 Water SDCs 40,442 40,442 66,784 43,254 Parks SDCs 9,273 9,273 4,050 Total SDCs 96,244 148,676 156,377 - - - 136,794 MINI-STORAGE Assumptions: 66,593 SF interior floor area 1" Water meter 32,500 SF impervious area City of Lake Oswego (old) City of Lake Oswego (new) City of West Linn City of Oregon City City of Tigard City of Beaverton City of Wilsonville Transportation SDCs 66,330 248,369 157,639 133,253 TDT - - - Total Transportation 66,330 248,369 157,639 - - - 133,253 Sewer SDCs 4,598 4,598 8,373 Storm water SDCs 1,661 1,661 14,004 18,525 Water SDCs 12,262 12,262 20,870 13,796 Parks SDCs 17,703 17,703 7,571 Total SDCs 102,554 284,593 200,886 - - - 173,145 2 of 2