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Agenda Packet - 2009-10-27 Special
�OFLAKEOSN,f c. CITY COUNCIL SPECIAL MEETING AGENDA Tuesday, Uetuber 27, 2009 ti:JU p.m. OREGO$ Luunuil L5am6ers c009 City Council City Rail Jack Hoffr„a,,, Mayo, 380 A Avenue Donna Jordan, Counoil Prosidant Roger Hem legit Als, pablishud Ln thu inturnut at: Ci.usvvugozr.as K,isti„Jvh„svrr Contact: Robyn Christie, City Recorder ivory Orson E-Mail: rchristie@ci.osvvego.or.as Sally Mot lc(Off Phone: 503-675-3984 Bill Tierney The meeting Iooetion is aoouusiblu to persons uvith disabilities. To request a7,7.7.,TTodetion3, please contact Public Affairs at ok7o-63o-Oc36, z o hours before the meeting. 1. CHM i O ORDER 2. RUEI CACC 3. 5 i ODY 5E55lUN 3.1 Droll Clean Streams Plan 3.3 Wastewater Otility Rate Analysis 23 3.2 Institftivnal Ose Cut C:uveraye Cade Amenament 35 3.4 west End Building Refinance 43 4. ADJOURNMENT GAME vlEvvE115: vvatull 'Piia meeting live on Cflannel z8, at 6:30 p.m. The meeting will be rebroadcast at the following times on Channel 28: vvednesday /:30 p.m. 5atarday 12:00 p.m. Thursday 7:00 a.m. Sunday 4:00 p.m. Friday z:30 a.m. Monday 11:00 p.m. Watch Council meetings live wherever you are via live streaming video at mmaJ/vvvvvv.ci.oavvcyo.or.na/ii . O�Ln °sit, 3 ■ 1 agot.W CI I Y OF LAKE OSWEGO 10-27-09 COUNCIL REPORT OREGON TO: Jack D. Hoffman. Mayor Members or the City Council AleA D. McIntyre. iity Manager FROM: tl LabetFi Papadopoalus, Maintenance Services Director Guy Graham, Public Works Director SUBJECT: Draft Clean Streams clan DA I t: October -5. 2UUy At.; I I O N No action is required. This is a study session on the Clean Streams plan. an apaate to the -i vuz Sarrace vvater Management Master Plan. INTRODUCTION p� In zuub. tFie City embarRea on all apdatiny process for Cake UswCyo's Sturmwdter Master Plan. The update, called the Clean Streams Plan, is being submitted ror uoai icil revievv ana public comment. I Fie previous stormwater master plan (called the Surface water Management Master Plan) was developed in 1992. Since then. many er the proposes projects in trial pion have been built and the science, technologies and regulations have changed. The existing plan no longer proviaes errective guidance ror Starr at a time vvMen the community has a heightened understanding of the importance of water quality and stormwater ma iagement. As vvitn al iy other utility. the i✓ity mast aecide hove to manage aria operate the stormwater system over the next 10 to 20 years. Development of the Clean Streams Plan vvas based vn Mese objectives: - laentityiny carrent practices tor reducing stormwater runoff and enhancing water quality (Sustainability is included in Cris objective). ® Meeting objectives di la yuals of community members and of staff, ® Meeting State and Federal stormwater permitting requirements. and - Providii iy a start resource document to guide stormwater management over the next decade or more. 1 council Report 10/15/09 Paye z UTAK, Inc. was hirea to shepherd the Plan through padlic involvement phases aria oversee technical evaluation and document preparation. The resulting major components include: podlio ovatr eaof ar a edacatiori, vvater quality, tl000d control, capital project needs, regulatory review, maintenance and operations, and financing. Over the past two years City staff and its consulting team held a variety of outreach events to engage the community in the updating process. H variety of meetings and interviews were held with City staff to solicit input and provide feea6ack on the Plan components. Finally; a siyniricant amount or technical analysis was carried out, including topics such as rainfall analysis, issues with current regulations. aeveloprrrent or potential programs and capital projects; and funding mechanisms. The Clean Streams Plan presents the result of these technical, staff and community outreach efforts. WSAUKCaKVONU & U15C0551VN Our existing stormwater system is largely a result of the topography. development patterns ana technical Rnowledye at the time of construction. The most basic efforts regarding stormwater were focused on protecting property and/or creating more 'usable. land. vvater was captured and diverted in the most convenient manner; often through piping or ditches to the nearby stream or vvater6oay. I his errort vvas yeneraiiy inror coal and rarely considered downstream or water quality impacts. While the science on water quality and stormwater management has advanced, a comprehensive review or oar system has shown that topographic constraints and development patterns will continue to effect opportunities for improvement. ueneraily. drainage mom rainstorms (stormwater) will be managed at the smallest stormwater basin level, and localized flooding issues will be handled on a case-6y-ca5e basis. In the water quality arena, finding ways to encourage water quality-friendly choices by the public, and treating or cleaning water 6eTor e It enters the public storm drairiayee system are the best options we have today. Low Impact Development Activities (LIDA) are discussed 35 a yoga option for GaRe usvveyo. Hs our Rnwvleaye continues TO evOive, it's clear that more shoala 6e done in order to address the impacts of both flooding and water quality. Our limitations are: that newer technologies ana methods can 6e expensive; most 6e matched caretuliy to the specific condition to be treated; and for the most part have not demonstrated reliable effectiveness. In managing stormwater, flexibility to identify and apply problem-specific options will re Rey. I hroagh community outreach errorts_ vve heard a variety CT concerns and ideas ror improving water quality and reducing flooding. Many participants were interested in 6roaaer aspects or vvater quality and Tlooainy, while quite a rew vvere interested only in 2 COuriCil Report 10/15/09 Page 3 location-specitic problems. Though discussions ranged over a variety of topics, there was no clear consensus on regulation, innovation. nevv programs incentives. City staff was involved in all aspects oT tF1C Plan as this rh7CQment wlll aei ve to yaide their work. Through this process, various issues and programs were evaluated. The Plan knits this information together in proposing a moderate but forward-looking coare. miyhlliyhts include: • I wo yrant-taiidea proyram5 for LaRe Owveyo residents and businesses. One program would provide incentive funding to install water quality-Trienaiy debiyiiS that reduce the amount of runoff leaving their property, and the second program would provide funding for properties wiiPi Streams to remove i ioi i-i iative vegetation and restore and protect the riparian/flood zones. • Programs To evaluate existing st'vrrnvvater TaCilities aria aryvvella for compliance with new regulatory requirements, Development of nevv design aria maintenance manaaIs, • Approximately 25 capital construction projects involving system retrofits for vvater yaal ty, Calvert replacement; apylaaeS 0t Cxiatiny Stormwdtcr ta�Il tICS; and installation of new conveyance and water quality facilities. • Intormatioi ai is recommenddtionS for the aSe at "green" approaches to stormwater management • w public outreach plan that inclaae5 articles for Hello-LO, naturescaping workshops, and partnerships with schools for stream stevvaraSPlip. • I Fie addition of two FTE's to assist in the implementation of the capital program, administer tfle grant prayrarrrs. and assist in the paDGc CatruaCFi program. • I Ile addition of one FIE for street-svveepiny: • Recommendations for revisions to the City's stormwater ordinance; • H 'levy grail ial ice tC reecho maintenance of private Stormwater taCiiitie5 • Sustainability criteria to guide the selection of "Best Management Practices" installed in the laty. • A review of maintenance and operations practices and recommendations for reviSiai lb; InClaainy StdnaardiLed criteria for private and public facilities. • State and Federal Regulatory Review section • Financii iy plai i uoancil may choose to enact some or all, of the proposed plan. In the financing section, several proposals were evaluate' incluainy an option vvitfl no Chanye tram today, one with required regulatory changes only, one without the addition of staff and one refleCtinyy Vie Plan as proposed. Fora narrl5er oT reasvi s. vve are riot proposiny to modify Stormwater SDUS (they do not have the potential to provide significant revenues). The utility would continue to be ray�aea iaryeiy 5y the stormwater tee. I he proposed plan would raise the tee but 5y a 3 Council Report 10/15/09 Faye 4 modest amount. For comparison purposes, under our existing program, the projected monna lly Tee in tfie year 2ul u vvoala 6e 12.l2 (.25.44 5imontfily). vvith tile proposed Plan in place, the 2018 monthly fee would be $ 14.98 ($2r.96 bimonthly). It represents a %fai lye Trait' a 5% aril Taal rate aajastment to a t% annaal rate adjustment. Overall, residents would see a very small increase in their overall utility bill an'a the cost to rsidents ten years Tram now woald be within a few dollars of what Portland residents are paying today (approximately $ i 9.5L per month). This plan was first brought to Council a year ago in two session . A decision vvas made to solicit input Trom tile Sustainability and Natural Resources Advisory Boards. Based on their comments ana aaaitionai Starr re,.iaests, additional vvorR vvas randed al id completed this summer. The work resulted in a more cohesive document but no significant policy. program or ranainy cfianyes. Or note reyarainy Comments rrom NRAB/SAB is strong desire to see a fully funded education and outreach program. ATTACHMENTS 1. I Fie Dratt Clean Streams Plan (dated September 2009) 2. A listing of public comments received for til6 drart pian along vvith descriptions of proposed alterations to the Plan based on these comments. Also incivaea is a summary listing varioas oatreacil activities provided daring development on review of the Plan. 3. Ole Sa5taina6il ty and Natural Resource Boards polio Comments (a saaset to attachment 2) 4. IMloi iaflai i Comments (a safjset to attaCnmei it 2) 5. Snell comments (a subset to attachment 2) 6. i he Sataina5ility aila Mammal Resoarce Boards recommendation to Council REcoMMENDATION Rio recommendation is myaested at As time. Sastainarility fas seen Consiaerea as pact' at tills rec,ommenaation. Kevlevvea Dep `° nt Director Ale ntyre City Manager 4 uooui Reper! 10/15/09 Faye U ATTACHMENT 2: Public Comments & Plan Outreach history 1. i u iic Comments on the zUUJ Aran i iea.. Streams Pia1. A. Natural Resources Advisory Board and Sustainability Advisory Board (See AttacFlmeut 3): These two boards provided extensive review of the Clean Streams Plan, first in April of z0OU and again in September. HttaJryment l inuiodea their September .ommentb, which will be addressed as follows: 1. Information on the water cycle and sustainable surface water systems will oe added to Section 1, the Introduction; but will not be repeated in the Executive Summary. z. I he Executive Summary will be reviewed and revised as recommended 3. Acknowledgements section will re revised as re�errlmended 4. Language will be added reflecting the comment that other agencies should be engaged were opportanitie are availadie 5. Text will be revised to reflect the limitations of the public survey B. Comment from Gregory Monahan (See Attachment 4): 1. Discussion of Appendix E: Storm Analyses for Lake Oswego, Oregon I Ile memorai idum discussing potential climate uflange aiieuts on rainTaii will pe added to the appendix. Section 6 includes a discussion of the new rainfall ii iroormat oon dcvciuped 6y M(.5 Uou isuliania inulpdii iy a sClmmai y oT how it artuaia be used in the future. 2. Discussion of me control and regulation of cnemicals as relates to the Clean Streams Plan I de city Parks Deparffment has piano and proyramb in place Tor abing pno pFiurn free fertilizers and to minimize the use of pesticides. Information on these programs vvili 5e added to Section 3 3. Storm sewer/Sanitary Sewer Separation Ile Gil), of caRe Oswego Plus a separated stoorm sevver system. I eAt ai5uci siny this will be added to Section 4. 4. Local code regulations i ext will he added to re.ommeiid that stormwater regulations be made available on line. 5 uoancil Kepofl 10/15/09 Paye 6 5. Glossary I he Cilossai y section at the Tront or the docament wvill be reviewed to see it it includes these terms; if they are not included they will he added. C. Comment from Jonathan Snell (see Attachment 5) Mr. Snell has "four primary criticisms'' of the Clean Streams Plan, as listed on the second page of his memorai iaam. ana aescriDea in detail throayhoot the memo. his four comments are addressed below: 1. CSP does not take a watershed approach an'a ignure3 ;mpact3 to stream functions. Most communities are reyairea to develop ana atiLe utility master Tor water; sewer and stormwater. The Clean Streams Plan meets this goal. It addresses regalatci y. Tinancial- paDlic education, maintenance_ ail- Cap,; ral i i iprcvei i lei it components of a broad-based, city-wide stormwater management program. It does lot aaaress in detail either the components or a reyalatory prOyrairi, such as the NPDES program, nor does it provide a comprehensive plan for addressing needs in parrticalar watershed. Based upon yowls and ideals developed with citizen input, the Clean Streams Plan does address issues of community concern. and proviaes the IJdsis for implementing projects, policies, and regulations that address flooding and water quality concerns. A watershed plan i5 a detailed looR at a parrficalar watershed. It aaaresses limiting factors for items of concern, such as habitat, channel characteristics, or water gaaiity, and provides specific projects and policies related to that wdter,hea. Watershed plans are specific to a particular watershed, and are normally an additional step Deycnq a utility plaii sack ds the Clean Streams Plan. vvaterbhed plans have been mandated by NPDES permits in some communities, but that is not the case Tor CaRe Usweyo. 2. There is no presentation or interpretation of WQ date, or ins-stream flow date yr attempt tv evaluate currelit cunditivIIb relative tv ebtabiibFled I RIDE benchmarks. water quality data is collected and evaluated by city staff as required by the city's NPDES permit. This data is repoRea to the ureycn Depart lent or Ei ivircnmei itdi Quality in yearly reports. There is very little data currently available - not enough to interpret and evaluate current col relative to i IOC DenchmarK5, Dot the City is working on collecting more data as will be required in the next round of NPDES permitting. 6 Coancil Report 10/15/09 Faye t 3. Fails to demonstrate an understanding of how the geographic pattern of our 3coil permeability is relevant to where infiltration BMPs are most appropriate. This comment refers to the plan for upgrading pipes in the Boones Ferry area. This area is Currently OutaiEm vT the city limits, nortlivveat or trle CaRU Grove area rat could be annexed into the city in the future. Where present, stormwater manayGmGnt occurs CfirVayl'l dl yVYelIS. vYliiCh are Intended to infiltrate Stmrmvvater. However, the groundwater in this area can be very high during the winter months, and city Starr reports that II luny vT these aiyvvella are Tull or vvater dariny gryy Nerioda, due to the high groundwater. This greatly affects the ability of the drywells to ranatien properly, al id nevv state unaergmund Injection Control regulations vvill not permit the injection of stormwater directly into groundwater. 4. rails to demonstrate an awar'ene33 Mat it ;3 not jat an i6ae vT wflat we pat into the water, but also how fast the water leaves our properties. This concept t,an Be debcrihed via the phrases of"The Urban Hydrograph" "Spiky Runoff" vr' "rla31'ly stream. l hla CunCept is an important and tandamental concept in the Clean Streams Flan, and is addressed in sections of the report. Mr. Sneli maRes a recommendation to inclaae additional text in Section 1, the Public Education section, addressing flow rates and velocities. along will water quality. vve vviii revievv the language in thin section and look to implement more of this theme in that section. D. Comment from Peter sweet, recuiven via email Uri lVlangay, Ucti er i : nave mica tO Tirra i„ the 400+pave report I ere/errcc to pemmeable diivevvays and green roofs. lr seems ro me that it vvould be a "no-brainer'"mar all novv res;aenrial construction would require permeable driveways and that commercial construction vvvulp rcyurrc srrmilar pOrt,o,, or rnci, pa►K►my IOrs aria amvevvays tO nave per►►►eaOle surfaces. We put in a gravel driveway in our 1998 remodel and it works great with my rurr-OTT, ae.)prtc sryrrrTiGarrLGvrmpa[;Lrrry. And vvnat about another code change to require green roofs on all flat and low sloping room. Are vve really serious about (.Gleam 5t►carrrs anarur,OTT? l he Clean Strew Flan aiSCaaaeS porous pavement in detail (See Section 6.2.3), and in the same section it mentions green roofs as an option Tor addressing atormwaier IIIanayement on private properties. The Clean Streams Plan also discusses the removal of code language that could impede the ability to time DOH teCPlniquea in tPle city. 7 Council l-teporT 10/15/09 Page 8 The Clean Streams Plan makes recommendations for a review of policies and codes, but It aces riot make specific recommendations, sacn as requiring the use ct permeable pavement. A policy such as this has major implications and must be reviewed by staff and vetted in tl o le community 5etore 5elriy conbiaerea. II. other prI pu d pian rcvigiona A number or otPier plan clarirications Piave been iaeritiriea and will be aaaressea. i nese are listed as follows: I. rage iu: under -"Starring": i ne plan recommends a total or 3 F i Es. i nis Scotia•. will be revised to reflect that. Z. Page 81, Section 8.Z.3: I lie tent it ll tPiis section vvlll be revised to aisoua5 a total of 3 FTE's. 3. Paye 133; Section 11.1: I he last Sentence udder 'Reaouroea' vvill Be revlaed. The city will need to replace a temporary staff position, not a half-time employee 4. Page 135 Section 11.3 IiatS 5 recommendation,; ncwever a recommendation to "Access to Facilities" is not included in the recommendation descriptions. This will Be added. 5. Page 13i, Section -i 1.3. 'Staffing". Revise tfiis to reflect the need to replace a temporary position, not a half-time employee. Ill. Opportunities for Public Comment Liver the Course of prepariny the Clean Streams Flan there nave Been many aitterent opportunities for public comment and direction. These are listed below 1. A public meeting was field to RicR-orr die ulean Streams Plan. i Ills meeting was to gauge the public's interest and priorities when it came to stormwater. Z. Questions vvere aeveiupea area a poll was Pieta over the Summer cr ZUub to determine the public's priorities in managing stormwater. 74 responses were received, bat no clear direction vva5 aetermir ied. 3. A list of interested parties was developed — the Clean Streams Sounding Board, and regular email apaatea Lin the pwgress and stataa UT tale lean Stream Flan were sent to this group. 4. A Clear l Streams clan taBle vvaS included at the Farmers MarRet to two Saturdays in September of 2006. 5. Nine arIicle, were written for the Rellc-CO newsletter in 1006 and 200>'_ describing issues with stormwater and ways for the public to get involved wits the Clean Streams Plan 6. H uiean Streams Plan community Foram was neia in September or z006. i Piis half-day event featured presentations, displays, and opportunities for the public to discuss issues aria concerns we stormvater manayement in me community. 7. Three watershed specific meetings were held in the spring of 2007 to discuss the development CT capital project, in 5peciric vvaterPied . 8 UuUnCif Report 10/15/O9 Paye 9 8. Two community briefing sessions were held for Clean Streams Sounding Board memners 5eture council vvork fllups in tall of 10u8. 9. An open house was held on October 30, 2008 to get public comment on the clean Stream, clan 5etore council vvOrKAopa in Novem6er ana December of 2008. 10.An open noube was nUla un Septemaer LL"°, 2009 to dlluw the public to provide comments on the revisions to the plan that were made in 2009. 9 10 (08 oE►Axe os i AwfC\ CITY OF LAKE OSWEGO , fillik l \\ N A'IURAL RESOURCES ADVISORY BOARD ir , / SUSTAINABILITY ADVISORY BOARD 7�REGO$/ JOIN' Mr,IviOKANUUM To: Elizabeth Papadopoulos, Maintenance Director CC: Tull Kfatl_ OTAK From: Morgan Holen, Chair, Natural Reso,r,es Advisory Board l.Laig D1alnon7t a117 Giant watklnson, Co--Cna1Ls, Sustaularnnty ACIVLSOLy DOaLCI DaLe: September 16,2009 Subject: Clean Streams 1-?la1i the Natuial Kesvuiees Advisory Board (NKAB) and the Susiaiiiability Advisory Boala (SAE) 111Vt tVazry tV di5eu53 z[11d3Vllltly V- �+llt V11 t/1C 1.7v13e.d virtu. Mani( yvu I31 the vppvrtuillty tv leview the revised plan. Uoih NKAB and SAB believe that. the new document.elearly is 1C5p0113ivc to the 5ugge5tiOn5 a11C1 CenCe1115 raised by the two limaic15 cannier ill the yCa1. kJvel all, it is much improved. The NRAB and SAB anticipate recommending that Council adopt the plan, ally support 1111plenie11tatien VI Vpt1V11). A chart 111G111V tV the L-0ullCIl 011 this tvpnC is attaCneCl. Inc NKAIi a117 SA13 TVUlld MC i11C1casCi l emphasis On C luCatiO11 to `tt cliC 5 ii011-poll lt-5Vu.1CC pollution especially helpful. The provision of small grants for surface water improvements is also all eaeellellt suggestion! the NKAIi COula be helpful in leviewillg a11a leC011lluenUillg gia11tJ for fu11di11g. Li fiiii11g the p1m1 fo1 f111ul Yublicatiell, the rsoa1d5111ak:,th,, fellewillb SYeeif1e f Ceontlllelldauolls: 1. The Execuiive Summary should include sonic basic intormation on ihe wafer cycle and hV w a 5ustai11ab1C 5u1Ia,C watcl 5y StClll TunlCtiu115. 11113 mental meal illu3t u11rlC l liC trio rest of the plan. This model also helps to illustrate the connectedness of natural systems, and drakes a cogllltive link to other laity ennvilolullelltal pie/giants such as Uot111nunity Forestry, Sensitive Lands, etc. Note that this information should also be included in the luti V iuction section_ siuCe all inlfelnllatioll ill an executive suuinllal y should also appeal else,,,here in a document. 2. Uvelall, the Executive sullullaly should be written mule clearly; it is somewhat repetitive and should be olgulli2.ed better. ivirr ly Feeple will 1ezad this chapter.-,uly, so editul5 is especially important. i. rvlcvrs and Sirs Should oc a.-,knewledged fe1 their week ill l,,vievvillg drafts of the plan. 4. hiends of 1 ryon Crock; l'ryon Creek Watershed Council, ally Portland Audubon are eACC11C11t eialllple5 of the types or eCluCatio11a1 partllci5hip5 the Laity 511OOula.pu15ue; however, ihe City should not be limited to working only witll these orgallizatiolls. 11 5. In discussing the community surveys or outreach events, the Plan should make clear that i poltUal1tJ Wele a Belt-selecting giOup and did'Mt leplesellt a statistically valid 5aiiip1e of Lake Oswego residents. Thz Baatds u..dc,3tand that one rcu3o“ fo, v lor,:.rg the Plu.. wu3 to :.Mot,— Cal,ital 1LLLpi 7v .Liieiit Piejeet planning and budgeting. Hewevei, the Beaids CViitiiiu tv tee! that a �u5al 11V:lllliilaLaiag�lllteehezive Feliey aNea:h to lb �1 tl 3h0uld b� the 111C1in puryos., at such.an iilipotlaul and long-lived dOCuinnent. .Budget and specific piejeCt details should be suD01QlllatC tO tn13 '-blg p;Vtuic:" Wni1c QC-00upliiig tnc Q0Cu111lmt3 at tnls stages may b, unuealistiC (the 1ECaids da urn wain. 1Q held up the process that is autieipated this tall), iwO 3CpalatC Q7,Cu111C11t5 ulay bL a ixtt.71 appivaen MI futult pIaii5. 1 nC mm715 will uigC the l_.vuiiCi1 to consider this Plan's goals, approach, and policy recommendations before diving into budget Qetail3. 12 .W Jepteii.Ber LOO Motes by uregory Monahan from a talk w/ I im Kraft and Elizabeth Papadopoulos on vvednesday 16 Jeptember Luuy after the joint MRA13-3A6 meeting relating to the Lity of Lake Oswego Clean Streams Plan, DRAFT A. Discussion at Appendix E:Sturm Anulyses tarG Luke Oswego, O►egon. when asked Flew the report was related to the rest at the document, l in, Kratt responded tRat tt vvas riot reTerrea to anyvvFiere else in the report. It was included in the report for use when creating the rules and regulations which will need to be dratted LO govern starch water management. They explained Ihai. Lhis report is a policy gaiaance aacament which will provide the Overall gaiaarce for aratting regaiatiarb. uregory noted that the report seemed to be based on historical rainfall data and that his understanding is that climate change will most likely result in greater precipitation duration and intensity in oar area. I his lead to a conversation an haw this raintall data vvaaia oe a3ea, it any, entra capacity 3Roala 6e ncluaea OE ae3ugrl. !Me initial response vvas that this report is a policy guidance document (see above). After a little more conversation Tim responded that one of the Council rherii ers had asl ea saihe uaestions along these same lines aria that the rain tall consultant had prepared d mehna which aaare33ea 'ink and Other uaestians. It will 6e incluaea in tRe document appendin uregorv's Recommendations: A1.The ralntdll consultant shoals be asked to contirrii that his analyses aid not include cliihate change impacts and Se aased it in his opinion, Fib report rehiains accurate in het aT tFe latest understanding aT the impact of climate cflange on local rainfall. A2. The rain tall consultant's technical memo shoals be included in i.he Clean Streams Plan Ai. A short akcaar3e On Ravv this appeenain Or the plan relates to the rest UT the plan should be included as an introduction of this section. B. Discussion of the control and regulation of chemicals as relates to the Clean Streams Plan. (regary a3Kea ahaat havv the c.SP aaare33e3 chernical3 Marihtai to the environment, citing high phosphate detergents, lawn fertilizer and lawn pesticides as enamples. Elizabeth Papadopoulos responded that the CSP was based on concerns Brought to the authors 6y the pa6lic and this issue was not raised as a niajar concern. Farther, l.ohhanities are otten averse to strong regalatian. L.000uiicil considered imposing a phosphate fertilizer ban but wanted to hold off until the state of Minnesota produced 13 resuit3 3F1oovving tFie effect or tNie aan l on the environment. Iylinnesuta's study vva not able to show any impact so far. Tim noted that communities commonly handle these issues through educational ettorts. Later at home I went to the OS EPA's wed site and tuand a document that seems to indicate that lavvn chlemicals and high phosphate detergents can indeed hariii wildlite (http://www.epa.gov/regDrcra/vvptdiv/pzpages/vvater.pdf.) Gregory's Recommendation: B1. it is recommended that the CSP de modified to address this issue. At the very least, tfe LSP Aura contain a commitment from tfie City that its operations_ municipal parRs_ golf courses, lawns and landscaping be managed to eliminate the threat of pollutions to our streams. It possible commercial properties should be held to the same standards. Residential properties coda de exempted trom this provision while home owners coda Be encouraged to voluntarily adopt these practices thruogh educational programs. Gregory Monahan's review comments of the Lity of Lake Oswego Jean Streams Plan, not related to the meeting with Tim Kraft I. It is not clear trom reading the report that the Storm Sewer system is designed to Be completely disconnected trom sanitary sewer system. Lregorys Recommenaation: Ink sfiot is 6e clarified in the LW together with the helier that this objective is presently achieved vvith the possibility Mat there may !3e a few isolated instances. The requirement that whenever such a storm water connection to the sanitary sewer is discovered, it is to be disconnected and redirected should be articulated. Il. Pg 11., Local Cues states as a recommendation: "1. Lonsoliaate storm water regulations that are now contained in various sections of Lity Lvae or create a comprefensive listing or all torm vvater relates requirements to provide a single reference document for staff and citi,.en3 to use. uregory's Recommendation: add the words "on-line" after the vvord "document" in order to make the information easily available, maintainable and searchable. III. The terms used in the document can de contusing to a lay person reading the document. lent. Aaa a short glossary of Rey terms o eea in the document to help mane it more aCCE33iBic to the puSlic. I erm3 such a3 -3tvrm water", "surface water", "ground water", "flooding", "floodplain" and other Rey terms of art used in the document should have clear definitions (perhaps in the introduction?). 14 ()umber 9, 2009 To: Elisabeth Papadopoalos, City of Cake Oswego Tim Kraft, Otak From: Jonathan Snell. R.G. RE: City of Cake Oswego Clean Streams Plan Comments Daring the last three years of the surface water master planning process, as the three of us engaged in verbal and written interaction, I have continually advocated for a science-based holistic effort to understand the interrelationship of the components or our surface water system. The thought being that having a good understanding of the system, and its critical, social; policy, regulatory; physical, arid chemical processes and components; would facilitate cost-effective evaluation, selection, and implementation of appropriate management strategies. Your work product to date, as represented in the September 2009 DRAFT, does a good job of describing many components of the system, and manes many good recommendations. However, the interrelationship of the various components, and how they affect one anotfer is not described well. It is hard to Rave conTiaence in a management strategy Mat is not based on an appropriate "Standard of Care" level or surrace water system understanding. This memo is my attempt to communicate an approacf tfat would result in an appropriate level of system understanding; Vitus racilitating cost-effective management strategies. Realt'ny streams M view or [u Riparian Resources uur community is at a critical stage in a gradual paradigm shirt. A transition rrom considering the girt oT water as a problem to be aisposea or by dumping it in our,ruuRS, to ra,,ogn wing tnat surrace water is a resource to be managed. A Ray process ;ri this shirt is the oar,erit SaRaoE water master planning efforts. For Me last tRrea years tR the City or CARE usvveyo has been ,ererred to as tRe clean Streams Plan. Storr'Ivvater management Ras 137E11 galaea by a sniTt i iy set Qr pririolples over t;me. I Mu Roma,is Ieart,ea a long time ago Mat long-term road trite r ty vvas dependent on at eating vvatcr avvay Trom roaavvays. Major Realtb a„d transportation DeriCrits vvere reali .ea i„ the early i idastrial aye by ,,ombit,ed sanitary Scvver aria Storm sevver uonveyarioe Systems. The need Tor 5e o ,aa,y treatmet it or sariita,y 3evva9e I„ the 50'5 drove separation or sanitary aria storm sytems. I he Clean Water Act or Me 7u's laid the foci idatiori Tor a process to address "noi,- Point SoarL e" pallatian, vvFiiUM it oladus Sarbauu vvatcr ra„ofr rrom arbari areas. CitiLen lavvsaits cider the Cieari Water A.t in the 80's, 90's, aria in this decade, vvere instrumental in ure9on DEu's ;mplerrleritatiori CT the Total MaAimom Daily road (I MDC) proou s. uur starmvvater management principles have evolvea as vvell. The 19fj8 CaRe UsvvCgo storrnvvater master plan i„oiaaed recommendations to ohannell.e the lovver 2 miles of SpringbrooR(..;reek aria drain vvetlaiids. 5tormvvater yaality vvas riot Even a desi ri criteria for ost pre-1980 aevelopent. Flerice, no deesigneed detention or stormvvater treatment in 15 Mountain Park or most other pre-1980 development. The 1992 Cake Oswego Surface Water Management Plan was pertorrired fairly early in the TMDC process and relied heavily on in- str earl r diversion treaty r rent systems rs for phosphorus redactions as proposed solutions. Uontlicting objectives (tish impacts, temperature, etc...) prevented implementation of those proposed solutions. The 1992 Cake Oswego Surface Water Management Plan recognized that sediment borne phosphorus was a key TIOIDC issue. The City's stormwater management strategy since 1992 has been guided by the 1992 plan, the NPDES permit requirements, and citizen complaints of localized "flooding" issues. Probably not in that order. "Complaint Driven" is a phrase I have heard frequently recently regarding many City management strategies. That is ingredients for a reactionary approach. The challenge at sustainable surface water management requires a proactive science based approach. As the City at Lake Oswego surface water master plans come around every 20 year DI so, the current opportunity to "GeL It Hight" will not come around again for a long time. September 2009 DRAFT Clean Streams Plan Critique & Recommendations My tour primary criticisms of the current draft plan are listed below, and each item is discussed farther below, followed by specific recommendations: • IL dues not take a watershed approach and essentially ignores impacts to stream functions. • There is no presentation or interpretation of WQ data, or in-stream flow data; or attempt to evaluate current conditions relative to established TMDE benchmarks. • Fails to demonstrate an understanding of how the geographic pattern of our soil permeability is relevant to where infiltration BMPs are most appropriate. • Fails to demonstrate an awareness that it is not just an issue of what we put into the water; but also how fast the water leaves our properties. This concept can re described via the phrases of"The Urhan Hydrograph` 'Spiky Runoff-or 'rlasfly Stream." Watershed Approach -Tf1e fundamental fatal flaw or tfle current clean Streams Plan process is that it does not take a watershed approacn. This flaw apparently results in the plan avoiding consideration of a critical physical process that is uf5iquitous in urhan watersheds and is most IiRery a dominant form or pollutant loading and riparian degradation in oar community. Tnat process tieing, stream channel erosion as a result of our orl3an flyarograph. Impervious surfaces, and their direct flyaraulic connection to streams, increase hydraulic connectivity; tnuz increasing the total volume, and more importantly, trle rate oT surface water runorr. urban streams respond to this increased rate or flow Isy cnannel uniargemerit, Cam rei inci5ian, and increased sediment transport. fluvial geomorphologicai terms for erosion. RS a result, phosphorus in Me eroded soils which use to support lusn riparian veyetatior support algae growth in our rivers and lane. utilizing a watersned approach to ivst-ETreotively Tariaye urnari 3111TEME vvater prohlem5 i5 not a nevv concept. I fie roliovviny i5 a quote ream "National Management Mea5ure5 to uontroI Ncnpcint Source Pollution Tram Areas", EPA-84113-05-004 (EPA 2005, p. 0-12): "Since 1 uv1, EPA flay promoted Me vvater&lea appr oacFi as Me Rey rr amCvvorR Tor dealing with profSlems caused by urban anon arid the saarceS that impair 7ur race aria grout ra waterer (uSEPA, 1 ag8)." 16 I he concept that streaml l cal II ICI erosiol l is a major source at sediment it urban streams is I Iaat a low Idea either. vvhiie sedlmel it erasion tram col Istractiol i sites Is ar lotl F ler source of sedaii i lei it in urban streams, vve have an established effective proyram in place to manage this source. Such is not the case tar assessii iy and preventing stream channel erosion 1. I he tollovvin iy is al lather yaate tram "natio'ial Manayemen it Measures to Gol itral Igor rpaint Source Foliation tram Urban I Areas". EPA-841-8-05-004 (EPA 2005, p. 0-25): "Researchers have docamer rted that channel erosion constitutes a mach as 75 percent of the total sediment budget at urban streams (Grawtord and Lenat, 19B9 I rimble. 1997). I here are nameroas studies that dacament high levels at phosphorus in the sails and yroand water at the I aaiatin River Basin. I hese stadies were conducted because of phosphoras water yuality issues in the I aalatin River and associated Glean Water Act lawsuits. Formal studies at naturally occarriny phosphoras in Lake Oswego sails have not been identified. However, the chance at Lake Usweyo riparian corridor sails having siyniticant phosphoras concentrations is high. A recent local study can iducted in the Last Day Greek Watershed (Last Day Greek is located south of Usweyo Lake and drains a watershed that includes Lakeridge High Schaal and the golf course) involved wet-weather and dry-weather sampling of starmwater pipe aattalls and the stream. The following quote is tram the conclusions section of "Longitudinal Transport Dynamics of Phosphorous and Sediment in Small Urban Stream", Johnson, B., Portland State University, M.S. Thesis, 2009: "Results from the study supported the four hypotheses. A strong relationship between sediment and phasphoraas was shown to exist throughout the Last Doy Creek watershed (1); sediments were the largest contributor of phosphorous in the watershed (z); longitudinal transport patterns during baseflow and stormflow were distinct (3); and runoff from impervious surfaces did not contain elevated concentrations of phosphorous when compared to in-stream concentrations (4)." Based on the above, the City of LaRe Oswego neeas a surface water master plan that utilizes a watershed based approach; one whicf Has intentionaliy considered the role of stream channel erosion and its associated environmental impacts. vvatersllea Approach Recommenaations - 13uiid on or the existing worR with a Watershed Approach that is guided by the following rive principles: t. Ptace-uaseu rocus - Difrerent geograpllic areas or trie city nave dirrerent controlling conditions. I hey can Ile identiried as management units based on land use, soil type, topoyrapfy anaior watershed boundaries. I his will racilitate inrormed BLIP type application. 2. SraKenotaer;nvotvement ana partnerships- i He process started on with intense community involvement errorts. Directed errorts in this arena need to lse continued. Env,ronmenrat goats and onjecrives- I he identiried Principle and coals are good as Tar as they yo, but they don-t go very tar, and are somewhat vague. Some olliectives are warranted. Maybe items such as; rlo nut increase in Hydraulic connectivity; Staniliation or 17 improver lent of St earn rrraCroinverte6rate diversity; unantitication of I RIDE criteria; Fall consideration of d'vwnsti ear i i systei i i implications at CIP projects; etc... I hei a Is a need tavr Identification of parameters that can be ased to iiieasure success, or tailelre. 4. !-',vbr8,,,r Virtiticat v„ ar,a Nrivriti4ativr, - I here is a need for better else at existing sadnd scientific data scan as the NPDE water quality data, 5pinybrooR GreeR yaaying statfun data, Uityaat Portland Mt. Sylvania precipitation data, rrracr'vnvertehrate survey data: and Channel stability evaluations. I nese data soalces should be identified and samr Hai;Led at a rriinimam. I his will savant identification and understaridiriy ut prublem Vaases and soaices. I he role of channel erosion in pollutant loading, and the cost-ettet;tiveness of varions potential solutions. should 6e evaluated. 5. 1„tegratio„ or actia„s- StaReholders and partners taRe actions in a comp ehensive and integrated manner. Resaits are then evaluated and actions are adjusted as needed. I his Adaptive Management process shuuld be atiliced to learn from' our past sartace water rrianayement successes and tailares. Use Existing Data Relative to Existiny I MDL Benchmarks -The TMDC process is a quantification and pollutant loading allocation process. In the current plan there is no presentation or inter pretation of water quality data, or in-stream flow data, or attempt to evaluate current conditions relative to established TMDC benchmarks. While there are limitations to the existing data set, iris worth an effort. It will most likely result in identification of critical data yaps. I here is a high level of uncertainty as to how the TMDC process will be implemented in the fatale, bat it is unlikely to yo away. Use Existing Data Relative to Existing TMDL Benchmarks Recommendations - 1. Utilice existing data tO evaluate current conditions relative to established TMDC benchmarks. Geographic Pattern of Soil Permeability - Soil infiltration capacity is a key criteria for evaluating sustainable surface water infiltration BMPs. For example, the Boones Ferry area of Lake Grove has some of the higher soil infiltration capacities in our community. The Boones Ferry Subbasin CIP project (Project ID: BF1) proposes to upsize 22 relatively young pipes, assumes abandonment of existing infiltrating drywells (UICs) and has a total cost estimate of $2.3 million. Given the planning efforts in the area, the soil type, and the integrity of the existing pipe system; it is a good candidate for evaluation of alternatives other than a"Bigger Pipe." i mere is some rationale for Me plan's apparent rear or Vie recent increased regulatory requirements associated with use or uiCs for stormwater management. I Mere are significant positives associates witR infiltration or stormwater, wlletrier it be from facilities Mat meet iiC criteria or not. i Me plan goes not demonstrate an understanding or Ole positives of appropriate use of UK'S. ueograpnic Pattern or Soil Permeability Recommendations 1. Modify, or suppiement, Figure 4-1 city or CaRe usweyo Soils, so?fat it clearly presents relative soil infiltration capacities. Figure 3.2 or the 12 Surface Water Master Plan is a good example. z. commit to performance of an evaluation of infiltraton-intensive alternatives to the proposed 600nes Ferry Suobasin ulP project (Project ID: BF1) prior to project implementation. 18 3. Include some discussion of the positives associated with appropriate UIG use arid describe an approach that will be used to evaluate there potential. Flashy Streams -The Clean Streams Plan, and the subsequent education and outreach, needs to have the pervasive theme that it is not just an issue of what we pat into the water, bat also Now fast the water leaves oar properties. There are pieces of the plan that skirt this concept. If we want to yet the messaye across it needs to be consistent and direct. Flashy Streams Recommendations 1. Revise Section 7 so that the theme, "It Is not just an issue of what we pat into the water, but also how fast the water leaves oar properties", is pervasive. Both in the language of the section and in the proposed education and outreach plan to be implemented. 2. Commit to some sort of sarvey, contest, or process that will result in effective buzz words or phrases that covey the concept that, "Oar watershed benefits when our properties act as slow-release sponges." 3. If the plan is based on a holistic science-based system understanding approach that will benefit the ecologic health of oar streams, the title of the plan should be changed to the Healthy Streams Plan. 19 `,.-Q�SAKE psw�Cp CITY OIL LAKE OSWEGO Al ,, NATURAL RESOURCES ADVISORY BOARD . ,i % SuSTAIINAB1L11 Y AL)v_tsar(Y 1:3DA_w ,..,-_- ,y oRE "= J OIN 1 MEMORANDUM To: Mayor jack Houma. aiid Lake Vswcgo City Council 1Vleuibers CC: Alex Mclniyle City Manager Elizabeth Papadopoulos,Maintenance Dhector Flom: Moigan Holen_ Lhaii Natu.al xesouices Advisory _board Craig Diam-nd and Gram Warkinsoi., Co-Chairs,Sustainability Advisory Bard Date: September zS, Gl1UJ 5ubjeci: Clean Screams Plan `lhe INKAti a11C1 SAtijointly-c..do15c trio icviscCl Clca1. .t.ca1ii5 a117 5uppart C. ,u.iCil adoption err the Flan_ I he NKAti and SAB find the increased emphasis on education to address non-point-source pi,llut.an EspCCially nclplul. Inc pinyisi-vii of Nil tall giants In' suilaCC watCi uupi0veiiieiits is also an excellent suggestion; the NRAB could be helpful in revievving and iee,mnietidi1.g g.a..t5 roi twirling. Inc tivaiCts believe that Option J iepiesentS the best conceptual approach to Surtaee water manageme..t, safety, mid enviaanental he.alth. the ts,,rarts uigc the Cuuucit tu auppi,rt thin as air appiopiiate king-tern'policy appi ouch, and seek tuiiaing to support that approach in future budget ycuia; l0..g-t..iiii policy d�c.5.o115 511ou1Cl lint be baaca un buC{gct Cletail5 Irn a 5n.glc yCa.. INKAt3 coal ,Ali inc....bc..5 MC encou.agcd that tnc City may tinCi CCuno..uC5 tu .educe the Cost of implementing Option 5, particularly through: • partner ships with educational institutions and not-for-profits doing similar work • use of Cantiactais to iiupleiiient spcCiaiiLed fuiiciiuns inure efficiently • IC-a1.l0Cation oI iCsouiCcs tionr related piogianis. the eftcctive itiiplcnientation at Option as a"looking upstream" approach would also likely result in si6..ificz[nt loiig-tc..ii cost anviiig by obv.ati.1s the neert tut rutuic lit'piojccta to address UM/Vint Cam tlooding. 21 F�ho 3 .2 ©cY5 ss1 c ijosw I w CITY OF LAKE OSWEGO 'I U-27-UU iiiil COUNCIL REPORT QR[GAN TO: Jack D. Hoffman, Mayor Members or me city Guanci! HICK D. IMicintyre, City Manayer FRUIQI: Joel Ii. KomarcK_ F.E._ P1vjeut uireitpr - LuiS1. `1 4. SUBJECT: Wastewater Utility Rate rceview DATE: October 20, 2009 /AC IION Information only, no Council action is requested. Staff and financial consultants will present the findings of an analysis OT the City"S Vvastcvvatei Utility rates. INTRODUCTION/BACKGROUND on April z8; l 9 Uiiuncil adopted Resolution 09-22, authorizing up to $60M in Full Faith and Credit(FF&C) Obligations to fund LOIS project costs tnrougn June 3u, zU i O. i nc prueeedz Tram the sale LIT tficsC Fi—& U5iigativns are bCiliy usca tv ICtuIid $12M ill Bona Anticipation Not (BANS) issued in 2007 and to cover anticipated LOIS project costs through June 30, 2010. I mat suit a evei�iny, Coarr.il adopted Resolution 09-23 authorizing a 30% increase in wastewater rates to provide sufficient revenues to fund the interest costs on the FF&C debt obligations autnorizea 13y Resolution ua-zz. Co-unk,ii Men directed start tv uiigartaKew GI rev crry and analysis UT wastevvatei utility rates to determine the size and timing of suture late increases needed to fund LOIS expenses beyond June 30, 2010. uiSCUSSIUN In April z00y, tn City .etainaa FC5 tar-val7 to vvfiauut an analysis CT vvcistevvatef utility rate . FL S urcup pi'uvidea munit.ipal tinancial analysis and rate design services to many public sector clients throughout the Pacific Northwest. FCS Group recently completed a similar cost or service analysis in seippulit GT died C:ty•s ;mpleiirCntat;un vT a tier ca pricing stri..i taia to' its water Utility. 23 Council Reporrf October 20, 2009 Page z FC5 performed the technical analyses needed to determine the size and timing of future rate increases. Cal�alatea increases vvere Based on existing and new dent service costs, wastewater utility projects included in the City's adopted CIP, and on- going wastewater operations and maintenance. Findings or me rinal wlal analyses vvill ne presented and ddisc;assed in detail at me Council's October 27`" study session. A brief summary of the work indicates: • Rate increases or 3u%_ 30°io. 14°ro dna 3.00°ro tnerearter vvili ne needed beginning in FY 2010/11 and through FY 2018/19 to provide sufficient revenues to rand dent serriie, capital renewal and Ieplacement and U & M; • I Be City's current wastewater rate design recovers 67% of total annual utility expenses from the nixed ,Marge portion or tfle vvastevvatel late vvitM title remainder of utility expenses paid through the volume rate; - Based on the financial analyses conducted by Fi✓5 tnat considered existing aria esti1llated new dent service for LOIS, the annual fixed expenses of the utility are estimated to increase to 8C% or total operating costs; and • Rate design alternatives can ne created to provide more certainty that annual fixed costs of the utility can be collected. Customer tradeoffs specific to rate design alternatives will Be explored with the Council during the study session. It is important to note the analyses performed by FCS used information suppiied by the City and that information represents a snapshot in time of a mix of financial 'reality" and "forecasts". The reality portion is represented by the Beglnnll ly rand Balariues Vr the wastewater utility, existing construction contract obligations and the fixed expenses of the utility. However. the vvorR also depended upon rerecasts or expenditures related to COTS contracts yet to be awarded. Those contracts will, in turn be affected by a myriad of factors including Ole state or Ile national economy, an adopted CIP vvitfl d less than certain implementation schedule, and future bond market conditions. ALTERNATIVES & FISCAL IMPACT The findings of the wastewater rate analysis vvill 6e presented in more detail daring lie stady session. Alternative rate designs will also be presented for discussion. Fiscal impacts to the City's rate payers will also 6e discussed relative to the late options to Be presented. 24 Council Report Octooer zu, zuuy Payer REt;UrUrNItrNUA r IUNS Staff makes no recommendations regarding rate deaiyi i in rate poiicy at this time, but looks forward to a tnuMayrl aiscusiun with Cuui rail of this issue at the upcoming study aesaun. The anaiyseo rauctea by 1.-u5 artirma previous internal financial forecasts i.e., that taFtHei late inuleases in wastewater rates will be necessary to fund existing and anticipated debt service related to CO'S. Policy k.holi's tin be drsca bed with the Council during me study SGssiai include: Other man LoiS vvnat additional level vt capital expenditures for renewal, eplacernent and preaei vatioi i of existing assets is the community willing to fund given overall rate levels in the City?; • Snaula a capital contingency fund be established in addition tv tile Uity's financial policy that 1 equines an uperratii iy �;ua sting rc.y equivalent to 7 Qole of an entei 1,rise tun rfas vperatiana budget? If so, what level of funding is appropriate to recover through rates?; and • Is 10% of an enterprise funds operations budget adequate dui rsiaeriny the substantial investment in tui5 and potential tatui e i ►vetments in the vvaatevvatcr utility? Staff is proceeding to provide informaru,i t Zile Uor i imunity eyarainy the preliminar findings or the anaiysia aria to aolk t input trorrr citizen ratepayers on rate design alternatives. ATTACRIVIEN 15 - rvUtvE Sustainability has been considered as part UT tnis ret,ummen cation ';` a .- Keviewed by: artment Director AA Fifraniu ❑ircutor 1, tOrrrEy A x cintym city Mar layer 25 5� 7F _ ,--, „. ., _ a ` ' an , 4; `� Y 1 rin k 6! 14 6a(",. +'per il t f y. I .>x,.x.,* ,+N.1,,,C,.:.: .. ..ae=rr;'t'0,Per.^'a.0.6,. .,xwi''..n ",,Y,,d,'_e..7:01.0 h",,,,, ,f„.`d rt .. P. pp..J ). ...t?'r ii I. X1`Si IJV'FtgrOnr,d Finuricie.l Pisa C„rpc;,i,i,t, Rz,« R,.ciew�Findil.51 Race Srrr iarcAlai i--i- s :'c Ncni Sr.cpt lit .,I.,e' ..:.F..• qOtio."e is ,1,,,, ',rl,te ten,.°•71,'," F1,-". r, e ".'yrwrnri § LOIS programi estimates cost- 110M April 2009,Council auihoriied Hp to a60M in FFNC klifi:.ti-:ne t,,re.r:er LOIS tfee.c;r,A tcna 2010 nprii:'40u9,Coe.PICil a_tole-;_ea_30i,-at..;v.ePe..-e te. 10 co-c,d..L-;,,reii.,,,ncd oper tiisb<<,es toi FY.00S/L e rii fig ..Yil A..7;12009,Cete ncil cetfiori,c7,“WW udlily Race Ru.ic- .. ti to determine future[leerier]rate increases to finish LOIS, or,a n.n.1 ter.-r e r.5 O&M.na e,.rit:.l ecpi ,crncnt 1 Ar..Eye-i7...,nlpa..lc,;I.1F s,.EJrr;...,,r...;e.1,-,,,r,:p,L, It 4.2,:yR ; , A 27 WI= A, 4k,VIIRMAIMM4.,MOISAMMIMMIP d,b17044N4' >304 F n icia a f 7. Key Corn pon Fiscal policies ffr.". Forecast of revenue(rate revenue + miscellaneous) 18 Operating&maintenance expense 00 CapiLai program&impacts of capital financing plan an tvaludtion of sufficiency of current rates so r Llc7ciorITocrlI ra t.tin itrat5y 1 ;0,.&•fizvx.R.)megow,t,m,,,,,,,meftmokoolvtr,r,twaMt4ala'a$L0,.,-e4t1P2.0.*IVMS' Pin(FY 2009/1()-FY 2018-19) (g(1 - riidliun ri up,rcain8&maintenance,osts 200,0im I.,(1 ES Ndrt 501/,5f o0e4.,414 C7p1r.,35 s11 renniEF rte Romain:ng,tirndi. pojo, t.oso filer piTol projects ruquireu ro maintain,rr,now.replace,1,015 -$8.1 milling ,,,i-mta,r deEr 5cfrVik.,e 7.exktinN new, 2009 $2.4-!°4.2 oilI 1p1p41 b:girt,FY 2/1 3, Mew eebt 54.0 notion beginning FY 2010/11-1''year interest 7 principal 'MM.: '`,14V1r4Wtton=i—'07441,11.1‘"MA algt,,,,,,5A42,31/4,4*.55 t...;11111.7 .EL.1/4 t77— w.• 4p* . . 1,W (4.4. 201. Fvz 12,11,12 1,1;:,0,14 1102,11,a5 7716 irv,02,7 7.01,0916 _iuln It.rimeams 30.04%311.96 .00, 3 411,14 Ou% 3 00, 3 tie,. 3 ao°,6 3.00% H0,5, ,rta, 2ele m<11.,,, ,36 mtn,r3a •ever,. f,41 mde,expiting 4,K 2 28 p C_:=r,l t;,l=e.'t-[_;,1 -,-data re:iLirt•',r„[._ nelre;..'•�7 oT: ✓30,in tY 2010/11 and 30%ia FY 2011/12 14% FY 2012/13 stiy ll ye,,' Rcsuit=ace siigntir nigner P.:,-r vcr;:ate:baxd e,;;._c...plete CIP ✓Ro rapi�,l�oneingrnry ar�c 515 May oalh.o rwiain rarraru,reajor,ori—I iz-Ir5 d311Ipl.-z�d ace iuncoingoGligations Rnown ✓Dabt__nr;za ae-erFoa ".Ys_':: erv.0 '.1 °'a z,.:a&n1'.r Or Dete P!:it: I:..-r..Cr•e:L,. LFintiI r„i,'tEete r�u,raea��R1�ntFiIy ti,.�d..K6r5e hie„ variable charge per one hundred cubic feet of water use kit 13a$ed on Id MthIy FlII¢d i,rerab Mvrrbn Extra Meter_Ize wit=r water use oar s lrecenin 3 ' $se.t9 f g ° s7s„ Gillit,� 6' P.Qiktigiiiift4F144404A $9313 variable t«9 tat periods: alle.:vmera iOzt—M—r) vaaarlerarelsapm7anwaera rll JaJ 9e mon[ y winter cage. ..„"eeW1rp355 farMM"?t;-3a"m.r8,f WABWOa"s.39k>:?O ILAt.", ". .41710S aR ,, Two different rare designs evaluated Increase applied to fixed charge and volume rate Cr..rent b7%fre..:finned mh5rg,;ed 33% Full increase to fixed charge only rn W:th debt eeats rcprc{v�,T oz%ur rural rr.runr neeu, .ti[e-■cti-- [e_[!.ter---1.1-1,—II-_t 82%-f tern k-a.:nr rrom fixed charge and 18%from volume rate • 29 ...;.0.34,47W417,A440,Yrr-..T.67,6-47P*77'51`Tof CusLorner mat Rat',( Aternativb 1174 15,SG 313 43 43 SI 39219 331 5515 75 59 9,1 97 1,n3 634.2 1 s s s . 35 15 8431 119 32 398 , 70 128 25 1.DI 16183 R;i1' ...........„, .2..... MANCiF,,,V*544No‘WitONAMMTi'lroo, .ftitOrr,t1"W)7 ‘t. inviviewskowimmmizmamatteri,iwkrAmeilmmtenta ,'.,,*,40,4014prilifarriiRMWSWW.litlirWriwaiitRatimic4704,0eird .cifiii.14:144,Agoravow-0:04,061$71400ififfr:Volgot4iffAIP „utaelwaltaitagAtogimitt,MilfAkaIintatAdpigibatiEPOMItifigl o s 16.49 $ 33.14 8 7. 5 35.36 5 11.47 S 3 87 26.86 9,50 8 65 po 32 11,17 4 32 21 4186 9. 03. 11.47 1 82 7 3,25 45.40 1116 45 93 1147 13.12 31 12 79 5494 32 55 53.76 13 4, (1181 92 45.66 52.13 13. 57,12 11.42 ,2 18( 80.03 6334 15 51.13 11.47 (2.63( 3.9 .56.121 76 14 17 65 90 S6 13.45 15 131 4.',...,XV.AVReialt..0,92.4"AegireareaNrigggaggida0.444044,L ,f4 1.11i Monthly single Family Bill Comparisons (7wf 13!11.d ftw=j >so : "•:.;6753 t ;40 °IL" tt`, r4t, 2.1151 ° of-, 7ufe:races Masco on IT zuc/,,Izul oo , 4 30 Hate ,. L .3'F r Co 3..t4.a( e eR....ls Consurnptive history does not account for water efficiency by customers rs Risk of revenue shortfall with greater reliance on volume rates Fixed costs increase with additional debt requirements it Ratin5 Qt;cn,"ic3 prctcr rcv..rn ntiiiility Ircrcus i ri ,u Lc rrivry t..,7,61lc tr,L.rbcr G cf3(c or,•I c;r]ralc) FEZ' "Wkag,r0,4 ,MafettifgeArgeMAIMMAWA.Vatlagr.grtarrl • t�.onsirler: Scrl�3��r�rc i i rehsrs cttec im-lr,ly 1,20 G ir:FY 2010/11 ,i55 %ri 414% r.FY 2012/13 ,a, year rher:,fr,,r Next Steps Rece-e reenbacK rrom Co_ccil on rate rien p_n atLc rnaY7d Solicit public input on rate options-Nov./Dec. Recommend rate option at December public F u,in6rotr,pd t�etMF% ANAWS,:' e; VNIZAT .AINgnsrzf rttZ e,, . k tiaW.MSe:, i .aD ce n? • 31 p .., t,�,r t 1 4-1 ;1i,n f .1ic Re-Hew • TOTAL UV.. rg- 31. Or.MTINCeO5T5 ---_ •• A e r .�'lP lcm rum:' I 1142832. I • CID rronrrags-�p=�'mprovcncic(undirrs„opacr.b-late ewnue Ys., ilfaMIYiMattg S4Ai 4'i4 4'.,.a_v im"cVOCUR.' A Y�".wr"t$.7Y Ti'r�w:"r 401.74 Fr, it y,a ,7,pzn3,5 unl,r,l4icc7 6y applyin5 arsren{ escalatian ractc.rs ire-iewea wit! City) General Cusr Inn iation-b.0% Contt ct€-r C-rt 4rfl,_t:_--b.0% Portland Wtft,tewater Treatment Cost Inflariuu-S.5% CWS R..,c 5.0% Customer Growth--0.5% unds earnings rates-1.0%in FY 2009-2010,1.25% tlle.,Orter B..t.ertn 37 d:. .;(10°/):-IA 45 (12%)of cash operating expenses capital Contingency-1.0%of plant original asset value 6 32 y t)f . Review ' �aYMOB sY�4iu wx`<A9 �Z?kJ �3oV Ff�Pa '�i i�•F+.#a1f k'%14f � �O,ie: Note:Fiscal-ear 2009/2010 includes a 30.0%increase in the rate revenue tinder exlstln-rat: 4 + .? '` tva r`HY¢ 4 irn /: r R NY^if G ,S?N FsJl3 F4tt MT90 i:C fs*KaL fV'Y) r00t a • ,. ,.l,,;psigntr aaow.._,:wanr - 7�kMron Naw(BPN, ;f3:tW,PoO 07 IIOS PrwrlaNlVrsOanalarcall�lawepeS,lMza Z)riz,boieest IL.rn��y eo.rr.n L S�rgectlwN coals�ffOmilNon.CUM1lbw act r � ted FYTaf]/f.. 7 33 p4 osw,c0 3 • 3 t CITY OF LAKE OSWEGO COUNCIL REPORT TO: Jack D. Hoffman, Mayor MeiiiiDei s oT tf a UT)/ UO i cil Alex D. McIntyre, City Manager FROM: Johanna Hastay, Associate Planner SOBJtGT: Instit-utional Use COT Cove'aye Code Amendment (LU 09-0004/Ordinance No. 2543) DATE: October 15, 2009 ACTION No acti-v� is eyaii ea. taay ib intended to brief the Council in advance of the public hearing. IN i ROuO i lull On December 1, the City Council is scheduled to hold a public hearing on LU 09-0004 to Consider a ieCvmmenaation from die Planning Commission to ameiiq the maximam lot coverage standard for schools. This memo will provide the Council with background information on the issue. highlight Rey gae5tiUn5 iaisea tontMollyn the Piaiiiiiiiy uommibbio�n piocebs, and familiarize the Council with the land use record, which has been provided along will this report. BHG FCC RuON u In early 2008, Our Lady of the Lake Parish and School (OLL) began a master plan process to redevelop tneii site. located at 6Ou H Hveiu e in the R-/.5 cone. In November 2008, the Planning Commission heard public comment from OLL asking the Uommi ion to aitemt atatf tO explore two dine'eiit code amendments: one to exempt non-residential buildings from the residential structure design standards'. and a 5eoond to explore the dibaepancy in the lot coverage standards between public and private schools. Specifically, OLL questioned why puolic scnools aoUttin-y es aential LUI ie5 alb allowed 35% lot coverage, while private schools abutting low density residential zones are allowed 25% lot coverage. The Planning Commission concurred Mat tPle i55ue5 warranted further dibcasbior-r. Subsequent meetings with representatives from neignoorrlood associations and institutional uses conducted in Jai Mai y zuuu highlighted the differing community opinions on these subjects (Exhibit D-1, Page 2). 1 l his issae was later tabled. 35 Council Report c/0 Page 2 Opinions varied on whether public and private schools should be subject to equitable development atanaarda or net, and what impact the Cand Use and Institutionalized Persons Act (RLUIPA) had on the equity analysis. Public schools are located in the Public Functions (PF) zone. The PF zone was adopted in luuz, aria applied to all city tacilitiea and public school sites throughout the City (Exhibit F-3). Upon adoption of the PF zone, public scrloois necame Sunject to more tlexinle development standards than private schools located in low-density residential zones.2 (See Exhinits F-4 aria F-u_ for aetaiied mats ices cGmpaT ii,y the carrent development standards for schools in the PF zone and in all residential zones.) The following work sessions and public hearings nave been Meld to aensiaer rfl 5sae: March 3, 2009: Planning Commission WorR Session Pablic comments (both written and oral) were accepted (See Exhibit D-1 for staff memo. ExIlinits CD- i to C-1 5 for vvritien comments, and bAFi it C-1 for Plarcfi 3, 2009 work session minutes including oral comments) July 2i, 2009: Planning Commission Work Session • Park comments vvere not accepted (See Lxfii6it u-L for start memo and Exhibit C-2 for minutes of the July 27, 2009 work session) August 10, 2009: Planning Commission Public Hearing • see EARi6it5 u-:.1 and u-4 for tatt memos; EAnibits G-16 to G-96 for written testimony, and Exhibit C-3 for August 10, z00a puniic heari'ig minate5 including oral testimony and deliberations. DISCUSSION HI the worR e�5ion5 and paniic nearing. the Planning uommisio,i reviewed code amendments addressing lot coverage for public and private schools. In its evalnatioi the Planning t;vmmiaaion aiw7Cl d certain Rey isae : there a tanaamentai difference between public and private schools? 2. Do public and private schools have different impacts their respective neiyhborhoodb? 3. How do the existing aeveiopment stanaa,aa for prink a.id private aanoola diner in the varioas pones? 4. Is there a compelling reason to maintain the different lot aoveraye Stanaaads? 2 All chw6, both public and piivat'c, are allcvved as G-vnditienai uses iii all wiles. A new public school could Ile sued within a low-density residential zone; however, all e,,iating public achccl fadlitiea arc lucat'cd in the PF cane. 36 Council Report I U/15rU i Page 3 These four questions helped frame the Planning Commission deliberations. I here is a detailed ai5ou55iurl of these ciae5tiDrr5, slurry with additional background information, in the Planning Commission staff memo dated July 2i, 200v (ExniDit u-L). Planning �ammis�ian I��ariny At the August 10, 2009 public hearing, the Planning Commission considered six code amendment options. Optien5 -z threayI b weals prOviae equitable lot coverage between public and private schools: OPTION 1 - Retaining Existing Language I his option 6 oatlined in EAnibit D-3, Paye 9. Please also review Exhibits F-9 to F-11 for an analysis of RLUIPA. OPTION 2 - Increasing the Allowed rot Coverage for 5711ee15 in the Cvvv Density Zones to 35% I Plis option is outlined in Extlillit D-3, vages a- lu. Please also rwievv Exnidits F-4 to --8, and Exhibit A-1 Draft Ordinance 2543-1. OPTION 3 - Lowering the Allowed Lot Coverage for Schools in the PF Zone to 25% I nis vptivn is uatlinea in E,Plioit D-3- Page 10. Pleasi✓ aisv revievv Exni5it5 F-5 and A-1 Ordinance 2543-2. OPTION 4 - Establish Lot Coverage for Schools in Residential and PF Zones through the Conditional use rraiass This option is outlined in Exhibit D-3, Pages 10-11. Please also review Exhibits F-r and A-"I Urairlarlae L543-3. OP I ION b - E5ta5115n d New 30% IMIdximum Cot Coverage for Schools in Both the Residential and PF Zones I his option is outlined in Exhibit D-3, Page 11. Please also review Exhibit F-8. OP I ION 6 — Create a new Institutional Zone for Public and Private Educational Facilities This option is outlined in Exhibit D-3, Pages 11-12. Please also review Exhibits F- 12 and F- 10, Starr rccommenaea Option q kConaitionai use process) to allow tlexi6ility in re5pondiny to site and school-specific needs, but noted that this option provided the least certainty to developers and neigflborMooas. In their aeliDeratiuns. tfie Pianning uDmmissivrl Muria that all w7 0ul5 impact their neighborhood with regard to traffic, noise, air pollution, neighborhood character. and c mpatiD;lity. I ne Commi55ioi s al50 %Jana tnat Iirnitlny let aoverdye helps rnitiyate those impacts. The Commission did not find a compelling reason to differentiate D tvveen puaiia and private 5cnool5. A5 public and private 5cheel5 have Similar 37 Council Report 1 Uri 5iuu Page 4 impacts. they should 15e select to similar and eyaitabie lot coverage sianaaras. I he Commission also did not find a compelling reason for allowing up to 35% lot coverage for existing pudic sclloois in me PF gone. a5 many oT the sites nave existing lot coverage between 10-15%. Lake Grove and Forest Hills Elementary schools have Meer existing lot iooveiage, ap1looAlmateiy LU% and LL.4% respectively [note: EAnibit F-5 shows approximate lot coverage for Forest Hills Elementary at 23.5%]. At the close of the hearing, the Planning Commission determined that Option 3 - geileas ng Ile allOvvea lOt Coverage T01 SChoo6 in the PF Lone to zb% - was "equitable and fair". This is the option they have recommended for adoption by the City Coancii. City Council Study Session Ht the public hearing scheduled for December 1, 2009, the City Council may hear testimony from ere rage Oswego 5crlool ui5trict (Cu3u); Trom varicas pl ivate school administrators and their proponents, from neighbors, and from neighborhood association representatives. I Re [U517 nos eAple55ed Some oonceln vvitn Option 3 to the extent that it could decrease development flexibility in the PF zone. Private eaaUationai oryaniLations have stated that L5% is too limited a lot covciaye allowance in low density residential zones to provide adequate and comparable facilities. They_ along vvith r050, also aryed consideration of the Conditional Use process as it helps mitigate any potential impacts. Neighbors and neighborhood associations mat provided testimony concal rid vvith the Planning Commission's recommendation but believed that there are fundamental differences between public and private sclloois. neiyRborMoods aid riot aylee tnat the Conditional use process adequately regulated impacts. I Me City Coancil may adopt one of the six options, as outlined above. Except for Option 1, any of the five oMer options fosters more Dalaric developrnGnt Standards between public and private schools. ALTERNATIVES & FISCAL IMPACT I his aoe5 not apply. EARit3i I S A. Draft Ordinances: A-1 Ordinance 2543 — Option 1, Option 2, Option 3 (dated 06/26/09) B. Findings and Conclusions: F-� rlanniny Commission C. Minutes: C-1 Flaming Commission Minutes — 03/0v/u9 C-2 Planning Commission Minutes — 07/27/09 C-3 Maiming Commission Plinates — uBrl uiuy 38 Council Report 10/15/09 Page 5 U. Stall Kepo ft: D-1 Staff Memo, dated u3/0uuy D-2 Staff Memo, dated 07/24/09 D-3 Staff Kepull, dated u//3-i/ua D-4 Supplemental Staff Memo, dated 08/06/09 t. vraphics: E- i /Aerial Pnotos 1/47ncols E-2 Aerial Photos of Churches E-3 L'vt Coverage Display Board_ saDii fitted 6y Jirn B-ulland on 05/1 U/OU F. Written Materials: F-1 uriginal 2u03 Building Design Code Language (Excerpt from Infill Ordinance Enacted oy City Council, July 13, 2003) F-2 Front Setback Plane Diagram [LOC Appendix 50.07-C] F-3 Public Functions tPF) Lone [rue Article 50.-i 3AJ F-4 I able A - Maximum Lot Coverage for Schools in All Zones in Lake uswego F-5 Table B - Lot Coverage Calculations for Existing Schools (Public & Private) aria Unart;Fies F-6 Table C - Sample of Private Schools Outside the City of Lake Oswego F-r ' mole D - CUT Coverage Stanaarab for 5chevlb in uther Jurisdictions F-8 Table E - Comparison of Development Standards for Schools in an LOI1 F-9 Memo from Evan Boone, Religious Land Use and Incarcerated Persons Het (RCUIPH), dated March 20, 2009 F-10 Letter from Mark Stayer, RLUIPA, dated Orin 5/09 F-1 1 Cetter wow MarR Stayer; RLUIPA, dated 05/11/09 F-12 Code from Oregon City- Institutional District F-13 Code troiii i aalatin - Institutional Planning District v. Letterer: Letters Received Prior to Public Hearing u-1 E-IDfail rrai Keneff Cecnevallier_ dated 03/01/09 G-2 Statement from Evergreen Neighborhood Association 5aocoiiimittee, received u3/u2/O G-3 Letter from Ron & Belinda Garcia, received 03/u3/ua u-4 Cetter tro i i unarlie & Beth Corey, received 03/03/09 G-5 Letter from Evergreen Meigrloornooa A5zociati'vn 5apco �� �itt�e, received u3/u5/u5 G-6 E-Mail from Dick Goodwin_ dated u3/u5/uy u-/ Cettertram Rev. Joseph s. McMahon, 03/05/09 G-8 Letter from Andrew Ragen, dated u3/0b/ua u-9 Cetter Steve Sieger, dated 03/09/09 G-10 Letter from Larry Latuszek. dated u3/u5/09 39 Council Repoli 10/15/09 Page 6 CettEi Tivm Peyyy I P�nmpsnn dated U3/U//uy G-12 E-Mail from Jim Kilpatrick, dated 03/06/09 G-"13 Statement su13mittea lay Uaroole a Rer(: received U3/Uy/uy G-14 Letter from Ken Griggs, dated 03/16/09 Cettei rrom RicMara Dreier, CaRe Usvveyn 5cnoci District, dated 07/01/09 Written Testimony Submitted for Public Hearing G-16 Letter from David Pinch, Evergreen Neighborhood Association_ received U8/U3/09 G-17 E-Mail from Fred Granata, received 65/03/U9 G-18 E-Mail from Ken Griggs, received 08/05/09 G-19 E-Mail from Anarevv Ragen- received uo/06/uy G-20 E-Mail from Kirk Olsen, received 08/05/09 -L 1 E-Mail from Ai'aeen uarrney, 1 eceive5 u5/u5/0v G-22 E-Mail from Jay Booth, received 08/06/09 U-L3 E-Mail Trvm Anna Maher. rcceive5 US/Ub/Uy G-24 E-Mail from Tim Freeman, received 08/07/09 u-L5 E-Mail rr7m Anarevv tk Cisa relyason, reaeivea US/Ut/OU G-26 E-Mail from Dan Vizzini, LONAC, received 08/09/09 h L/ E-Mail Troll, Don ui aham_ received U5/U`3/Uy G-28 E-Mail from Judy Contolini, received 08/08/09 u-zu E-Mail Tr'um vicRi. received U8/U8/Uy G-30 E-Mail from John Sanders, received 08/08/09 U-31 E-Mail Trum [Janine ECZati, ieCeivea U8/U /OU G-32 E-Mail from Mark Fucile, received 08/09/09 U-33 E-Mali tram Carole Doerner, received 08/09/09 G-34 E-Mail from Joseph & Patricia Gioney, received 08/0y/uy G-35 E-Mail from John Schick, received 08/09/09 G-36 E-Mail from James britscPl_ received U5/Uy/Uy G-37 E-Mail from Robert Bock, received 08/09/09 L -38 E-Mail from Dr. & Mr . Ronald flili nt5rand, received U8/Uy/Ov G-39 E-Mail from Thomas Lewis, received 08/09/09 h-40 E-Mail Trvi i i Ann Atvvccd, received Ut5/Uy/Uy G-41 E-Mail from Carol McDaneld, received 08/09/09 l� 4L E-Mail ri CVyan McDaneld, received Ut5/Uy/Uy G-43 E-Mail from Gordon & Ruth Hedman, received 08/09/09 u-44 E-MaII Trvm Anyela tk Donlan Janes, received US/Outuu G-45 E-Mail from Sheila Stahl Butler, received 08/09/09 G-4b E-Mail Trvm l:inay U'Keete, ieceivea U8/Uy/Uy G-47 E-Mail from Benjamin & Soheila Beberness, received 08/09/09 G-45 E-Mail Troth Diana tivvm, received U8/Uy/Uu G-49 E-Mail from Margaret Jamieson, received 08/09/09 u-5u E-Mall Troth Jam Flayen, received u8iu iUy 40 Council Report -1un5/uy Page 7 G-51 E-Mail from Mirella Rizzatti, received 08/10/09 G-b2 E-Flail trom Jet Hp! I-elton, received 08/10/09 G-53 E-Mail from Boll Hoyt. received 03/ I0/09 G-54 E-mail tom Snaion Hiemen-Strain, received 08/10/09 G-55 E-Mail from Richara Coraer_ received 06/1 u/09 G-56 E-Mail from Carol Strader, received 08/09/09 G-5/ E-Mail from Terry Amato. receivea 08r i u/uy G-58 E-Mail from Ruth & Richard Coyne, received 08/10/09 -�y E-lvlail fram la eceivea Uti/ I U/Uy G-60 E-Mail from John Jakotich, received 08/10/09 L -b'I E-IVIaiI troth Ja5epn Bennett, leceived 08/ IU/Uy G-62 E-Mail from John Handy, Jr., received 08/10/09 G-63 t-IVlail tram Padel i Pi lanai a TM Evei glen Neignbvi na'va A55aaiatian, received 08/10/09 ( -b4 E-Mall Trvm Alma & Anil van uvmelen. recEiV'ca Ut5/1 U/0U G-65 E-Mail from Joel Meyer, received 08/10/09 G-66 t-Flail ti m i t KVaC Marie Lathrap, receivea 08/10iUy G-67 E-Mail from Zona Ruhl, received 08/10/09 G-6b t-Mail Crum Bob & Ed lette CooR_ t eceived 08/10/09 G-69 E-Mail from Mary Cooksey, receivea 08/10/09 G-ru E-Mail worn Ginny Lang, received 08/10/09 G-r 1 E-Mail from Christine Sann_ receivea 06/1 u/ua G-72 E-Mail from John Rutherford, received 08/10/09 G-13 E-Maii from Mary Pat Inglis_ receivea u8/10/0y G-74 E-Mail from CE Brush, received 08/10/09 G-r Letter from Nen & Slirley ra,is. ieae vea 08/10/Uy G-76 Letter from George Edens, received 08/10/09 G-r I Letter tram I nere5a Paal5an. MactkenLI'c, ieaelved 05/10iu G-78 E-Mail from Peter Kombol, received 08/10/09 G-/y E-Mail Tram Kvf eff Mlcia. ieCelvea U5/1U/UU G-80 E-Mail from Diane Howell, received 08/10/09 G-b 1 t-Mail Tray i i Lai y CatasceR, i eceivea U6/1 U/Uy G-82 E-Mail from Sarah Thompson McDonald, received 08/10/09 G-33 t-Flail Tram Anita Bi adeei. receivea U8/1 U/U9 G-84 E-Mail from Pat Pothetes, received 08/10/09 G-65 t-Mail tram Fajen r-vats, received 08/10/09 G-86 E-Mail from Richard & Sally Watson. receivea 0t1/1 u/ua G-81 Letter tram Bill Korach, Lake Oswego School District, received 08/10/09 G-88 t-Mail tram vvalaya Neiyborhood Association, received 08/10/09 G-89 Letter from moll tallow_ acted 08/-i u/uy G-u0 t-Mail tram Ellen Seawell, received 08/10/09 G-91 E-Mail from Lisa Strader. receivea 08r1 0/09 G-u2 Statement from Carolyn Krebs, submitted on 08/10/09 G-93 Statement from Carole OcRert, salsmittea 08/10/0y 41 Council Report I ui 15iu� Page 8 G-94 E-Mail from Sandra Parsons, received 08/10/09 C�-y5 E-Toil Trull' I Moodvre R713es_ reeeiv iJ/O3/u i G-96 Letter from Jerry Wheeler, Chamber of Commerce, dated 09/21/09 SClstaiiiaDiiity Figs been eensiaer d as part eT tFiis r eeemmendatieri. Reviewed by: separtmen irector City tt rIey Ale iftsrle City Prinager 42 art i. aSwF 3 ■4 f RE —wEc�O 10-27-09 Y CA O� COUNCIL REPORT OR6GO$ TO: Jack D. Hoffman, Mayor Member the pity C..vancil FRO191: Alex U. Ivlcintyre, Ullty ivi ri yer David Donaldson, Assistant City Manager SUBJECT: WEB Financing Options DHTt: October 22, 2009 ACTION rrovide guidance to staff on whether to collar the existing interest rates on the West End Building (vvEB) tirianciny ana tc ucnsiaer alter natives. INTRODUCTION/BAcKGROuND In 2006, the City of Lake Osweyo purcnasea the 8y,J00 syaare rout SareLc tsaiiainy (ncvv Kncvvn as the vvEB) for $20 million. Financing was obtained through a three-year variable interest rate tdx-exempt line at creait Mrcayh vveiis Faryv BanK. I Fie initial interest rate was n. iz5% with first year interest costs totaling $1,052,901. The structure of the loan was such that rateb aajastea yaareny, arcppiny tc abvat 5.O 'o at the Star cr Fiscal Year 2007-08, and then down to about 2.8% at the start of Fiscal Year 2008-09. These biyn iticant arop in interest rates caasea the pity-s inteieSt-only payment Tor 2u07-08 to drop to $881,425 and then to $474,820 for 2008-09. In July 2009, the City's line of credit was refinanced originally at a idte at 1.tiy°/ and recently aropyea tv 1.6b%. I his variable inte1 est-only ican is for two years ending July 2011 with rates adjusting quarterly based upon a formula driven by the EltuOK inaeA. Over the past z year . EItsOK liar aecreased significantly. i Ile City budgeted $600,000 for the current fiscal year for WEB debt service and it appears oar payment to! the rirst slA months (thrcayll December Luc ) will be about $1 r 5,u00. It is important to note that the City is fortunate to have an indicator at scLh d low late; Flavvever, th;s is neither aepenaabie nor 'eliable in Ile long ran (Exhibit A). 43 vvt6 Kuril-lance October 22, 2009 Page Background on Elections Related to the wtts In November 2007, Lake Oswego voters were diced it they vvantea tt7 1etain UvvneisClip er the toimei 5areco 6ailaing (WEB). Voters responded 54% in favor of doing so. In May 2008, voters were asked to approve a Eel lCid1 �6rgati'vn Dena ap tozu millie�� to rerir lance the vvEB. The election failed by a vote of 57%. Had it passed, the vote would have resulted in inciedbiny pc operry tdAe5 tut the aver aye CaKC USvveyG PICmeovvner (Pz$30D 000 assessed value at $35 per $100,000 of assessed value) totaling approximately $105 per year tot zU year . Council Srraregy In early zuuy. the City Council developed a strategy for the WEB that hda several main compoiieittb related to the VVt6 (tnlliDlt 6). Maximize the ube et the vvest tna Building aria property in the neap-term. ! his includes leasing, if fiscally prudent, the vacant portions of the building. By May 1, 2010, aevelvp a rinai King SI!atC9y that does not require using General Fund revenues or reserves to pay the debt aei vice on the vvest Ena 6ailaing and property. um e„t vies ur me wtts Ha the tollovviny table IllustldtC , the vvt6 currently houses the Parks & Recreation Department, the LOIS team and LOIS conaaltdnta dna CuntiaCtUts, dna the CdKe Uavveyo — I iyaia VVater tnpansion team. The Police Department also has one small office there. In addition, our Chief Technology officer recently esta6li0ea do orrice on the rii5t Moor Cr Vie hailaing due to the lack of space for him in City Hall. WEB Usage SCICI u a I-uutdge Hai Ks & Ken Cation Department 5,400 CU15 I earn 1,800 LOIS Contractors 1,575 LOIS Engineers (B&C) 1,/00 VVatei I earn .I,5UU rolice Department 150 Information Technology 1 5u Cibr ary (Storage) 100 Arts Ck7anCii (Storage) 100 Sub-Total 12,475 Program/Meeting Space i 5,uuu I Mal L/,475 44 vvtl3 Refinance October 22, 2009 rays s In total, about 12,000 syadi a teat of the vvEB is currently 5eirly o5ea for t71TitTc Space by tfle City. Another 15,0u0 square feet is used for programming and meetings. Various other users have taRen aavantaye ut the vvtB inclaainy the APfs �ou�cil. rrien'as of the Library and miscellaneous City storage. The unused parts of the building total about 39,000 ayaare met, with i i�7)st or that on the first floor (zr.uuu square feet). it is impoRant to note there are several thousand square feet of space on both tloors of the vvEB that is not correntiy arable (e.y.. Kitchen. mechanical areas. etc.) along with large common areas (Exhibit C). Additionally. the vvEB contains eight multipurpose rooms that are programmed for various public and private functions including parks and recreation programs; Uity Council meetings. coliuiiity event _ and boara and commission meetings. In addition, the parking lot at the.WEB is used extensively for parRiny for car pools aria a variety of sturaye and staying activities. A detailed complete list of WEB usage for the past fiscal year (08-09) is attached (Exhibit D). hiyhliyhtea in yellow include activities that vvvula not Ile avaiialle if we did not own the WEB, as they would not fit into other City facilities. I Pie table below shows the total usage of the building by type (other than office space) in FY 2008- 2009 with exdri ipies Dt use: Use ; Percent; of ; ` Use Examples Total Use ' ParR3 & REcreaticn 76.7% Inaccr Playground Department - Painting i,.lasE3 • I eel" Lenter/Lonrige • Ballroom Dancing • Yoga • Babysiiting I raining • Music Classes Internal Function3 1z.7% City Council Meetings su3tainaoility Haviury Board • Natural Reoarce,Havi3ory Boara • Ali- tart meetin6, • Police trainings External Groups & 10.6% • Church groups Fanclions • Business groups/banks • Non-profits IDIi33cuia CRildren'3 i Ileatre - sport group • Rime ovvrt r, a„t iati�n3 • Girl Scoots 45 vvES Refinance October 22, 2009 Page 4 In 2008-2009, the WEB's conference dna maltiparpcse rcJon is vvere in else rcr Over 3/00 hears. not incivaing the regular use of the building by Parks & Recreation staff and the LOIS team. I ne vvilidmette Roam is 3,550 sLIaare reef making it tne largest space in the City to hold public meetings (current Council chambers is 1500 square feet and when added to the ccartrccm, yravvs TO z5u0). Cast year, the VVEts vvas usea rcr over 300 different types of functions. In addition, the parking lot has proven to be a vaIuafile resource with ases disc induaea in the attar-flea reporrt (EAPlioit E). DISUu55IuN i ne Council last reviewea the issae Or refinancing the vvEb at tne June 16, 2009. Nt that time, the only alternative discussed to the refinance was the possible introaaution or ''uollarb." tssentially. collars are the ae6t's insuran,e policy which would estahiish a minimum and maximum rate of interest on a loan in order to limit the upper end of expcsare Acula interest rates rise rapialy. H ocrrcwer typically pays a premium in interest rates to secure a collar on debt. In order for the City to pursue this strategy; vve vvcala neea tc cnanye car i iuncial policies tnrca9P1 a process that satisfies the State. Coilar5 area Tcrm of eAcnange agreement (or financial derivative) that is not authorized by the current City's tinanuidi policie . I he process tc amena the policy vvcuia involve ootaininy approval from the State of Oregon Short —Term Fund Board, a process that would likely take up to two month _ For illustrative purposes, as quoted for rates on October lz, 1009; the City could consider uolldriny the neat as TOliovvs: Fora 4.0% uap, the ivvvei rate vvcala toe "I.yy% Fora 3.5% cap; the lower rate vvcala De z.US/o For a 3.u°% cap, the Iovver rate vvcala ne z.-14% Because we are presently payiny 1.58%, oar eApcsare ccala oe anyvvriere Trcm 3-1 to 46 basis points higher for the collar (depending how risk adverse the Council feels) which would be a test aitteientiai ct 4i5.000 to $ z.000 annaaily in ae6t costs. uiven that our rate adjusts semi-annually, we may want to risk not collaring the rate since CltuOR's peFFfcrn lame has peen to our oenerit. Alternatively, the financial climate for isai��y tax-Tree manicipal aegt nas crlanyea aramati�aiiy in the past 24 months. In that time, both short-term and long-term rates have dropped significantly; with Shod-term rates falfiny ay as mach as 300 oasis points (3.00%) and iong-term rates falling by approximately 50 basis points (0.50%). Attached you will Tina d rate uharl prcviaea 6y the uity's 46 vvtB Rerinance October 22, 2009 Page 5 financial advisor (Exhibit F). Tax-exempt rates have rdllen in part doe to the iritia action or Build America Bonds (BHBTs) a5 part of the American Recovery and Reinvestment Act. The use of BAB's has reduced the supply of traditional tax-exempt debt sold 5y state aria local governments. vvith the possible discontinuation of the BAB's program at the end of the calendar year zu1 0, it is anticipated that the supply of taA-eACrnpt 6on'as vviil increase and the decline in rates resulting from limited supply will reverse. I ne uity could fully amortize its WEB debt and issue full faith and credit bond for up to 25 yews at rates dppI oximatiny op to 3.5%. For the 5atce or analysis, and rases on borrowing $25 million ($20 million to repay current loan and $5 million for WEB improvements), this coma eyoal interest and prig iciple payments or $1.5 million to $z.$ million per year based on the desired bond maturity date. The following chart reflects the dnnadl costs based on current rates available. Annual Payments on $25 Million Bond Issue 10 Years "15 Years Lu yews [5 years 2,856,000 2,094,000 1,727,000 1;533;000 Fully amortizing the WEB would not preclude the Lity tram selling it at soiiie }Joint in the rutar and the 6onas could be callable in a number of years. From a cashflow perspective, these debt payments would need to be aasoi ben into the laity`s 5odyet and Injure use or the site. une tined imporrrdnt aspect or rerinanoiny the vvtB is mat in order to maintain the debt's tax-exempt status, the City cannot collect leases for any substantial portion of the 5oildiny to private or non-yavernii1ental entities in encess of 10% of the space without paying a premium on the interest rate (likely 100 to 200 basis points higne!). I he piemiom hovvever, coals 5e pro-rated r Mai portion or the racility wnich is no longer tax-exempt. Any consideration for leasing the facility to a non tax-exempt use would need to consider this impact. RECOMMENDATION The policy questions before the Council die: 1. Do you want to establish a collar on the existing debt; ana z. DO you vvant to rorner eAplore a fully amortized debt scenario tied to future usage of the WEB? Establishing a collar at this time may not be worth pursoiny tor the 15-month balance on the neat. With me L ooncil's decision to refinance the WEB, coupled with the facility's strategy, sensitivity to debt costs needs to 5e conidered. uoiiariny the rate at this point will rsait minimaliy in a premium for our current rate, but may yield savings in the long-term (of what is really d sharrt-term debt). 47 WEB Refinance October 22, 2009 Faye b HT tr1iS Noii it. tfle Council needs to examine its comfort level with the potei itial exposure to a surge in nigner interest rates (e.y., CitsuR Saaaenly ana oral laticaily cnai aging direction). It is always important to remember that for the collar to be considered a shrewd investment, interest rates vvoala need to exceed the cap tar a period of time to justify the premium in payments. So far, we have had favorable interest rates. Establishing a collar also involves potential cvmplicatea onarlyea to oar Tii iancial policies tnat ',lay not 6e easily understood. It Coal icil elects to Turtrler explore a faiiy amoRize the debt (pay principle and interest), there is currently a favorable window of oppor!anity hetore tie City: however, tnia climate vvili Rely chai ige in Ile ',ear future. Exhibit A — 1 ts< 3 Ialonth Ci6or Rates Exflibit B — Strategy for the West End Building and Property and Otner City Facilities Exnil�it — vvEB Site Plans Exhibit D— WEB Usaye EAnibbit E - vvEus ranting Lot Plan Exhibit F — Municipal MarRet Data — Interst Rates 48 6P Rate I CO W 0 September of 1989 March of 1990 September of 1990 March of 1991 4.0 September of 1991 N March of 1992 September of 1992 March of 1993 September of 1993 March of 1994 September of 1994 March of 1995 September of 1995 March of 1996 September of 1996 March of 1997 September of 1997 March of 1998 �M September of 1998 o• March of 1999 w `September of 1999 00— to g al March of 2000 — 0 September of 2000 i Z March of 2001 0 = September of 2001 0 March of 2002 • CO' September of 2002 0 March of 2003 September of 2003 March of 2004 September of 2004 March of 2005 September of 2005 March of 2006 _ September of 2006 e March of 2007 September of 2007 March of 2008 September of 2008 of 2009 September of 2009 I ,jlulpr— March 1.0 I N N CO IW (I* /7' o 0 7 7 g Frir HX3 Exitssl°t. Strategy for the West End Building and Property ana other Lity Facilities Jane ]U 'LUU3 I he rollovviny t;ity t;oancil Strategy includes four basic guiding principles and respective implementation tasks. These tasks are not intenaea eAhaastive or ali-in�lasive. t;uiainy I'rindiple #1 Ove,all, provide safe, adequate and sustainable public facilities that reflect the needs and quality or rite or the co,u,,'unity ariC7 are aoar,a a„d laatiny n'vestments for Lake Oswego citizens. ✓ Address the underlying health and saTGty pruillemd vviti1 laity Rail - peiiorm an apaatea rinancial analysis to determine the cost benefit to replace or repair the building ✓ Provide additional library services for the community ✓ Site. Tana, design and build a separate Police/911/Municipal Court facility and a new South Shore Fire Station_ and improve trye Maintenance Se;vices Facility ✓ Provide new civic services in the Lake Grove area that are condidi nt vvitri 'Me FaKe Grove Villaye Plan ✓ Develop a strategy for Siting and ranainy a stare recreation center/ vvimi i iiny pool ✓ Develop a racilities H55et l7lanayewwwent Plan tliat vvill provide a long term strategy for preventative and capital maintenance of City racilitied tauiainy #1 rareya at tnrs tr,,,e, the idea of a City government-initiated community center at the West End Building. ✓ MaximLe the aye or the vvet Ena Baildiny and propeRy in the near-term. This includes leasing, if fiscally prudent, the vacant portions of die aaildiny. gy May 1, LVIU- develop a rinan1iny 5trateyy that does not require using General Fund revenues or reserves to pay the debt service on ale vvedt End Sailainy aria properly. ✓ Develop a concept plan for future redevelopment of the West End property and other underdeveloped propertied in the Boane, Fern-yiNrase vvay area tiuidiny I'rinuiple #3 t ne St,dteyy must be financially feasible - one that will maintain the Cirys financial strength and sravil ry vvirn an eye ravva,a the Snort te,,,, Odra„Cod vvitn the bony term ✓ rcerinance tfie ae61 an the vvest Ena Bailainy by July 15; 2009 • For Tacility indaaea in this Strateyy, explore all opportunities for financing including the use of LORA funds for projects in the reaevioprrient ai5trict_ leading anaiar ca5t-5Mariny options throayh public/private partnerships, General Obligation bonds, endowment and other dedicated funds Gity'5 yeneral rana5. and paddi5le capital Gampaiyn rands 51 Guiding Principle #4 Given the complexity of City facility issues and needs, and their associated costs, Elevelop arr ever all inrlrlenrerrtati ri plan that is lorry terra in mature, l his plan includes implementation tasks in the following priority: Immediate ✓ Refinance the West End Building by July 15, 2009 Snerrt i er ✓ Site, fund, design and build a separate Poiicely i ulVlunicipal Court Tacility and a nevv Swath Snore Fire Station, and improve the Maintenance Services Facility ✓ iviaAiiLethe ase or the vvest End Suildiny and prupefty in the near-term. i his includes leasing, if fiscally prudent, the vacant portions of the building. By May 1, L010; develop d rinari my Jtrdteyy that does not require uoiny General Fund revenues or reserves to pay the debt service on the West End Bailding and praperTy. ✓ Develop a cow cept plan Tor Tature redeveiopl I u It of the vvest End properffy and other underdeveloped properties in the Boones Ferry/Kruse Way area Ivlea ia� l erm ✓ dare the an derlyiny health and safety problems with City Hall — perform an updated financial analysis to determine Ile cost benefit to replace or repair tfu baildiny ✓ F'ivvlae additional li raly services Tor the community ✓ Provide new civic services in the Lake Grove area that are consistent vvitn the L.aKe Grove Viilaye Flan Long Term ✓ Develop a strategy for siting and funding a future recreation center/swimming pool Ongoing ✓ Develop d Fdoilitieb Asset Management Plan that will provide a long term strategy for preventative and capital maintenance vT pity TaCilities 52 $°' M ry--;; U, �l City of Like Oswlago (Nest End 3JiIling • 1st :I13131. - 'arks 3nli Recreation 'Ian - FerroarV 2B, IZ007 f q I` I ' i' . .:.,,L[11_, 7_...1'I'n.., ..., „np.,,1-.... ,tn,A.M;T'...-,' I 1 --..IW `A l'1 I f J �I .�E . t L • FT' „r I ,r_. 1 1364), ,J 1 = 3 9 ,r 3 ��` "rrGCGkst2ie l 1• 6 Fcn:�-lcal .A t.lullo-ycrF.,-.-JHDCrr a�a f aQ 1 1 1 ,(�ra. '! r } ---F : 1 € v j o a1-13.-�'l .� f�—r"1�7},_- II 6le-. u, `rf 4,e "C nluuuta" • _� fl i cx�1f ... j f a7I fa #` - � ,1 - ;� F.I Ol 1..!- .- I t.—; 1 .+.�._ 5C rixo:Room L 7 .�- �y Arl 31a 3 e.. j (a • t -.,JU 1 " °' h . .., a t/7 000 T 161[ 19 '3 .4-t,i :.,43 ail-tue:i le,iL �I 'ire ;tra i F I ; 1� �' .- i la 1.1-it'll!II hot wilier h tat jig' Id 3w toor (2) 3 W6113 br3 tell f lr 3 tmi t u,ling post.,with 4-bolt ptut; RBIlii-I ItoM a {5 FulFheiptll',rails Ea w l �� '� ' l MDve strobes to t9G'fr)n It tor �. .'x t_i�., . j �� New strobe • I 1 �k � New d nehl It 'Ali►°sinks I" =25' City aF Lake Oswego Nest End 3uil ling - 21 i FEDI31 - )ai•Ics an I li?ci-elitii) -1 Dian - Da 11_1131-1/ 131, 20D7 I , tr , ; k I; a%Dcz X 3) 1 _ -- ,., --" __. k.7, ---1- _ _ ,,.. , — 1.• - 3S iC) • e2'46i. ) tt.,7 X),. . I Ili 4.:T2 Ocr:- .,..„„. _, , _ ,t. ,, ,..„:4.. ., _ E _ i ' 2„c9), I iNa kot li , _ i •• z. -- -'_, i) 1 ‘ - - _ +7-1 1 i L -457 k 50C) 1.0t ,`"' ,. s • L 2400 o.‘.i agvocin o r.a is . ... ADA ,t,,11$ n`) • ;t • 1 11C°SA :-Ir 1.. s I Ire ,ir:lbe ..„ ; I Fen')11311 note II,,,v1i11.; 1-X-^E-X- ... 4 - ,r• 'E., 1ir1)ty„; 1td;.; I Aiti auto it)or tio,er .,, ,_ 3 4 - '3) rreil,'I;,,...., entr.DrIce HI e kl4i1t1t11.^, dt kr,D cic;Dr.; i j.6-• .. C / r.„;.;3•4 ,..„--, 7 I I(,tl fl:',Ito rot DI),tI -<;') from fl aor ' - c'• , - ,... - L = a E 10 E)(HIS It 2008109 West End Building Usage Pao king Lot Usage Pafks/Rrcratiogi Activities Occurrences Total Hours Occur Hours I Thursday. Hikes 44 35z ,' vvatercoior class 24 72 Carmen Oaks L a r µ;in Dog Clap 36 36 Xmas Tree recycle I 1z0 . Faces ana PoRraits 24 36 Movie Staging 3 216 Oil Painiing 24 36 Corrrrnotei Parking 44 220 !Mixed media 24 36 LOIS parking 365 8,760 Paintirrg 101 « 24 Fire Dept training 2 10 Pruning Workshop 1 3 Police Dept.training 2 12 Scholarship for students 3 6 Soccer Club Sales 1 16 ',`Drawing like a master 24 24 City paperschreddin• 1 8 'Digital Camera Use 3 6 Teen Field trips 5 20 n Piano & Keyboard 24 12 Teen Kick Off 1 6 ;'Kirsten's Cramp 4 140 ASAP Program 120 120 c CSI Uamp 2 18 ;Secret Agent Ia6 1 30 Total 591 9 868 Mosaic Trivet 2 6 Watercolor/Bi ushpainting 24 36 °`Creatiny Mrsai�s 2 6 Beg..Printmaking 2 6 1 Water oIo class 24 72 Pastels 24 72 Fraser rtation Boxes 1 5 Yellovw highlighted indiL..ates prograrns that Mosaic Mirror Glass 2 6 ar a WEB Dependant .!Paint Explorers 24 24 ,`Gingerbread house painting 1 6 MO,aiOFlower Pot 2 6 _.!Piano Tuning 1 1 Mr. St. Helens Climb 1 4 in the garden 1 30 Off thu Luff- Irnpro 4 36 Taaaci 1 5 Bully Oriental Dan-ing 48 48 1 Fencing 3 types of classes 63 100 Music Toguthur 48 36 Skyha.YRs Tiny-ha.YRs 20 10 Skyhawks Mini-ha.,ka 20 15 Gentle Yoga 36 36 Martial Arts Ballroom Dancing 48 48 ;' Yoga level 1 &2 32 40 , �-Tai L'hi 6 6 HS Musical Dance camp 1 30 Relax/Release class 9 18 ; Hip Hop Camp 1 30 :T Rowing workouts 16 64 '.,'Dance/Aerobics 24 30 Creative Movement/Ballet 6 4 p/kim/WEB/0809Fina1 Total this page r 1,c 1315 r I 55 LUU$ U:1 v lvESi trip Builairiau Ua.J.e ASAP I TeEfi Center AutivitIes/Special Even 5 Parks/Recreation Activities Cunt. Occurrences r aid! flours Occurances Total Hours Line dancing 10 10 Teen Center Drop In 45 675 Mindfolrncsa SrE33 rcdrZtivn 8 16 Fri. Field Trips 5 20 Get Moving Fit. cs� 16 16 Java Jam 8 24 Youth Action Coun. 18 27 ' ADD/ADHD Food Alergies 1 3 Movie Night 3 12 ASAP Club 45 135 �'Self Esteem-Children's 4 12 R.S. Club Hosting 4 i2 'Manners class 12 12 Decision 2008 4 12 'Fly Fishing 2 6 Summer Kick Off 1 6 Planning uept meetings Battle of the Bands 1 3 'Learning the uigitai camera 3 6 Project Runway 1 3 Land navigational skirls 2 8 ASAP Program 4+5 675 General rhotography 3 6 ,t Wilderness Survival 2 6 Special Events Lifegaard Orientation r 8 Writing from the Garden 1 8 Pakistani market 1 8 ' , Crater Lake Hiking 1 4 Holiday market 1 16 , Better Business Writing 8 16 Lakefest 1 8 Selecting the right College 3 6 L.G. Villaye Days 1 8 Basic Aid Training 3 18 Japtanese ri rarket 1 16 :. College Admission Process 3 6 Photography for artist 3 6 Total 185 1,660 All about your Cat EF 2 ,'Interview Skills 4 8 Fandir rg College 3 6 �.`Instructor Orientation 2 6 x Indicates WEB Dependency ,: Babysittiiig Training 4 16 `'When lilt iri Charge 4 16 Royal Kids 1 1 Senior Studies Institute 1 10 Basics of Investing 3 6 intro to Ruck Climbing 1 4 ' ,Anatomy of a Wedding 2 6 Instal it Guitar 3 12 Daddy Daoghter Dance 1 4 p/kim/web/08093rdpage Tiny Tot Tei finis 8 8 Hccptastic Wcrkcat 4 24 Indoor Playground 138 414 Total this page 267 718 56 2008/09 West End Building usage Boards/City Depts & G,-cups External Groups Occurrern-es Total Hums Ocen revues TOTAL H.,ars NRAB 10 30 - Cob Scoots 6 14 DRAB 10 30 Brownies 2 2 SAB 5 16 Girl Scoots 1 3 50+ 13 20 Lakeridge Baseball 1 1 CMO 10 40 Girls Ycath Lacrosse (Carol) 4 9 City Cooncil 8 50 -'FLU Soccer 7 7 DRC 1 5 LU Softball 1 2 Enyineeriny 8 18 Lu Teas,' Sports 2 4 Finance 1 4 LO Yooth Football 1 3 HR 8 54 LO Youth Lacrosse 3 9 Library 1 2 Lu Yuath Sports 1 2 LOCUM 7 45 ,!Pauer Jr Baseball 5 9 LuPD 8 38 LOFD 1 9 ':!Thursday Hikers 3 14 Ma ntenan..e 4 10 Lake Grw- Bus Aaa-C 1 3 Planning 19 43 Lake Grove Village utr 1 2 Parks&Rec Mty's 125 250 ; uharnber of Commerce 3 11 Friends of Library 1 3 ";Auburn Hills HOA 2 5 LO Arts Council 1 1 Holly Orchard NA 2 6 LOMEA 2 3 ° John's Woods HOA 1 3 Civil War Luri h 1 4 Westlake HuA 1 2 Total 244 675 L,7 School District 1 5.5 Rivergrove Elementary 1 3 Neighbors Helping Neighbors 1 2 . Senior Independence Proj 3 6 Elders in Action 1 3 LO Moms 2 10 OR Comm for Childcare 1 3 Missoula Children's Theatre 4 28 • One Ummah Foundation 1 z -Note with loss of US Bank building and limited Three rivers Conservancy 1 z availability of school facilities, many of these Concerned Citizens r 1 programs are WEB dependent rake run 3 6 American Red Cross z 14 Caldwell Banker 47 71 Congresswoman Darlene Hawley 1 4 Kaiser Pert 2 6 Kappa Alpha Theta Women in Bas 2 8 ODS Edocatior'al Workshop 2 5 i Otak 1 2 ;'Mary Kay Larson 1 1 Sumner Finance Economic Fort,'r i 1 2 Willanis Kastner 1 2 CHABAD of Oregon 10 18 Lake Grove Presbyterian Church 1 3 Taalatin Valley Church 10 35 pitdmirmvver1101eeting171sage.5oc Total 149 353.5 57 EXHIBIT EXHIBIT Thuxiisuii municipal 1V1rriKct IVlvr,itvi (i Mi) Marlidpal Market Uata Dala-Line AAA SLaic MPH!, Tieids I-57 TIT MaiiiLipai YI.la Curvc3 a3 yr 1 0/1 f 200y "i&i&K Coupon General ubligations Range AAA" rkt-1tE IINSuRED << „A B Luw°' "ri1Gr1" 1 2010 0.37 37 0.3 i 7,47 0.42 0.90 2.16 5.00 5.00 2 2011 0.67 0.67 0.88 0.79 1.31 2.57 5.00 5.00 3 2012 1.04 1.04 1.33 1.19 1.76 2.97 5.00 5.00 zf Lu 1 5 1.42 1.42 1.74 1.60 2.1 i 3.36 5.00 5,00 5 2014 1.51 1.81 2.19 2.01 2.60 3./9 D.07 D.00 6 2015 2.16 c.16 2.59 2.38 2.97 4.15 5.00 5.00 7 2016 2.42 2,42 2.o8 2.64 3.25 4.42 5.00 5.00 8 2017 2.63 2.63 3.09 c.85 3.46 4.63 5.00 5.00 20i8 2.80 3.26 5.02 3.63 4.80 5.00 5.00 10 2019 c.92 3.38 3.14 3.75 4.92 5.00 5.00 11 2020 3.03 3.49 3.25 3.86 5.03 5.00 D.71 12 2021 3.13 3.67 3.35 3.97 5.11 5.00 5.00 13 2022 3.20 3.67 3,.42 4.04 5.14 5.00 5.00 1 Z cu23 3.27 3.74 3.49 4.1 1 5.16 5.00 5.00 15 2024 3.34 3.80 3.56 4.17 5.19 D.00 5.00 16 2025 3.40 3.86 3.62 4.22 5.21 5.00 5.07 17 2026 3.46 3,92 3.68 4.27 5.24 5.00 5.00 18 2027 3.52 3.98 3.izf 4.32 5.27 5.00 5.00 19 2028 3.59 4.03 3.80 4,36 5.30 5.00 5.00 L0 Luz; 3.66 4.08 3.86 4.40 5.3zf D.00 5.00 21 2030 3./3 4.15 3.93 4.44 5.37 5.00 5.70 22 2031 3.80 4.21 4.00 4.48 5.40 5.00 5.00 23 2032 3.87 LF.c/ 4.05 4.52 5.42 5.00 5.00 24 2033 3.92 4.31 4.10 4.56 5.43 5.00 5.00 c5 434 3.96 4.35 4.13 4.60 S.z+zF 5.00 5.00 26 ZUi3 3.99 4.38 4.16 4.62 5.45 S.OG 5.70 27 2036 4.00 4.39 4.17 4.63 5.46 5.00 5.00 28 2037 4.01 zc.40 4.18 4.64 5.47 5.00 5 .00. 29 2038 4.02 4.41 4.19 4.65 5.48 5.00 5.00 30 2039 4.03 4.41 4.20 4.65 5.49 5,00 5.00 59 nttp3:i/vv VY t.<<3.c,.,./rnmdrewrirw/Inrna/149U2.taLts 1u7137z059 Thl3ii►suti Muiiikipal Mai Ktt Muiiitvi (1M3) Page I ut 2 Municipal Market Daia Dutn""Li nc AAA SCalc Winn news 1-D0 TIT Municipal YiEia Cui vca a3 cT 10/1 .'/2007 -AA/ " LOUpOr► C,eH'erai unliyations Raiiye "AAA" PRE-RE INSURED 'i.v „A.: „8AA., 'LOW' 'HIGR 1 2008 3.38 3.40 3.42 3.q i 3.50 3.69 5.00 5.00 2 2009 3.39 3.44 3.45 3.45 3.56 3.74 5.00 5.00 3 c0 i'u 3.44 3.52 3.53 3.52 3.65 3.84 D.00 J.Ou 4 2011 3.5U 3.58 3.60 3.59 3.72 3.92 5.00 5.00 5 2012 3.54 3.63 3.65 3.64 3.77 3.98 5.00 5.00 6 2013 3.59 3.69 3.71 3.09 3.83 4.04 5.00 5.00 7 2014 3.65 3.75 3.77 3.75 3.90 4.12 5.00 5.00 o cu 15 3.72 3.82 3.84 3.82 3.97 24.c0 5.70 5.00 9 2016 3.i9 3.91 3.89 4.05 4.27 5.00 3.00 10 2017 3.86 3.98 3.96 4.13 4.34 5.00 5.00 11 2018 3.93 4.05 4.03 4.20 4.42 5.00 5.00 12 2019 3.99 4.11 4.09 EF.27 4.48 5.00 5.00 13 4027) 4.04 4.16 4.14 4.33 zF.54 5.00 5.00 14 Lac ' Z.09 4.21 4.19 4.38 4.59 5.07 3.00 15 2022 4.13 4.25 4.23 4.42 4.63 5.00 3.00 16 2023 4.17 z.29 4.27. 4.47 4.67 5.00 5.00 17 2024 4.20 4.32 4.30 4.50 4.70 5.00 5.00 18 2025 4.23 4.35 4.33 4.53 4.73 5.00 5.00 1 c'uc'n 4.26 4.38 4.36 4.57 4.76 5.000 5.nn 20 2027 4.cy 4.41 4.39 4.60 4.79 5.00 5.00 21 2028 4.32 q.q4 4.42 4.63 4.82 5.00 5.00 22 2029 4.35 4.46 ri.rF5 4.66 4.85 5.00 5.00 23 2030 4.37 4.48 4.47 rc.68 4.87 5.00 5.00 G� e_ u3 I 4.39 4.49 4.48 4.70 4.$9 5.00 5.70 25 2032 4.40 4.50 4.49 4.71 4.90 5.00 5.00 26 2033 4.41 4.51 4.50 4.72 4.91 5.00 5.00 27 2034 4.42 EF.3L ZF.51 4.73 4.92 5.00 5.00 28 2035 4.43 4.53 4.52 4.74 4.93 5.00 5.00 29 2036 4.44 4.54 4.53 4./5 4.94 5.00 5.00 30 2037 4.44 4.54 4.53 4.75 Zr 5.'u'u 5.00 60 hops:/!ry vv,.trii3.vuii,Tiiwidrewrite/T71md/14902.tuucs 1 u/1 iT2Vu`l