Document Woodburn_doc_a4fba351d0

Integrity ˖ Respect ˖ Empathy WOODBURN POLICE DEPARTMENT 1060 Mt. Hood Avenue, Woodburn, Oregon 97071 Phone: (503) 982-2345 FAX: (503) 982-2371 Woodburn Police Department Annual Use of Force & Vehicle Pursuit Report 2023 Use of Force The goal of the Woodburn Police Department is to resolve each call for service safely and peacefully. While most police service calls end with no physical force used, a small number of contacts require physical force to resolve the situation. The Woodburn Police Department’s use of force is guided by department policy, state and federal law, from a reasonable officer’s perspective and based upon the totality of the circumstances at the time the force was used. The Woodburn Police Department has several policies that outline the types of devices and techniques officers can use and the circumstances for use, including: • Use of Force • Control Devices and Techniques • Conducted Energy Device • Firearms • Vehicle Pursuits • Canine Program After each use of force incident, the involved Police Officer(s) are required to document the event in a Use of Force Report. The report is reviewed by the department’s supervisory and command staff. At the end of each year, this annual Use of Force and Vehicle Pursuit Report is completed for review by the Chief of Police, Command Staff and survival skills instructor cadre. This report is used to evaluate current trends and techniques to address any training, equipment needs, or policy changes. 1 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy New Use of Force Reporting Program and Data Analytics Software Beginning in 2023, the Woodburn Police Department transitioned into a digital use of force reporting software, moving away from paper-based reports used in previous years. The software program has a variety of features that capture use of force information along with producing use of force summary reports, advanced reporting, and “dashboard” views of use of force encounters. This allows supervisors and survival skills instructors to review use of force incidents and events throughout the year and to improve the accuracy of data collection in use of force reporting. The software program has automated advanced reporting capabilities that capture the same or similar use of force data as in previous annual use of force reports and also groups, categorizes and/or presents the use of force information in a variety of formats when compared to previous annual use of force reports. The most significant change in this annual use of force report would be the redefinition of use of force “incidents” when compared to a use of force “event”. In this annual use of force report an event is a single call for service where force was utilized, regardless of the number of officers that may have used force. A use of force incident(s) is the number of uses of force techniques utilized by one or more officers during a single use of force event. When comparing this annual report to previous years, this redefinition is an important distinction and any comparison with previously published reports should be reviewed with these changes in mind. Therefore, and expectedly, there will be more incidents involving use of force than events since it is not uncommon for multiple officers to be present when force must be utilized to resolve a potentially dangerous situation as quickly and safely as possible for officers and subjects alike. The Woodburn Police Department has also begun utilizing a new data analytics software program that allows for more accurate data aggregation, data queries and data presentation involving police calls for service and arrests. The analytic software program works with our current report management system which has been utilized to conduct data queries, provide statistics, and gather information for past annual use of force reports. The new data analytics software reduces the need to conduct time-consuming “hand” review of individual cases, incidents, police arrests for data verification and reduces the chances of human error. 2 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Use of Force Events 2021-2023 In 2023, the Woodburn Police Department responded to approximately 14,743 calls for service, which was an increase of 998 calls for service when compared to 2022. The number of arrests from 2022 to 2023 increased by 122 (14%) for a total of 1,024 subjects arrested and 64 use of force events. For 2023, use of force events occurred at a rate of 1 use of force event for every 16 arrests. Chart 1 43 38 64 0 20 40 60 80 2021 2022 2023 Use of Force Events 2021-2023 2021 2022 2023 Table 1 Use of Force Events 2021-2023 Year Events % + or - 2021 43 39% 2022 38 -12% 2023 64 68% Chart 1 shows the number of annual use of force events for the last three years Table 1 shows the yearly increase or decrease from the previous year. 3 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Table 2 Rates of Force Events Per Arrest Year # of Arrests # Involving Force Rate 2021 934 43 1 in 22 2022 902 38 1 in 24 2023 1,024 64 1 in 16 The Woodburn Police Department received one internal complaint surrounding a use of force event in 2023. The result of the complaint found that the use of force was justified but a review found that additional de-escalation tactics could have been attempted prior to the use of force. Force Data The Woodburn Police Department records certain information from each use of force report. Gender, intoxication, suspect injury, officer injury, and the types of force used are captured in the following charts and graphs. Chart 2 Female 0 10 20 30 40 50 60 2021 2022 2023 39 33 58 5 5 5 Arrest by Gender Female Male Table 2 shows the rate of arrests made per year and those involving the use of force. Chart 2 compares the number of force events involving females vs males. 4 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Mental Condition and/or Impairment Intoxication levels and mental condition are often a key factor when a subject becomes non-compliant, which can result in the need of the officer to utilize force to make a lawful stop, detention, or arrest. The following table indicates when officers observed the following mental conditions and/or substance impairment when force was used with a subject in 2023. Table 3 Mental Condition and/or Impairment for Subjects in 2023 Mentally Impaired 14 Suspected Alcohol or Drugs 32 Under the Influence of Alcohol or Drugs 16 Table 3 represents the number incidents of self-reported use of alcohol and/or drugs by suspects and/or officer observations. Multiple observations involving mental condition and substance impairment can be noted for the same individual. Of note, in 2023, with the new use of force reporting platform change a comparison to previous years was not made due to the difference in information aggregation and categorization. Moving forward in the following annual use of force reports a two-year comparison will be made for 2023-2024 and a three-year comparison from 2023-2025. 5 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Types of Reported Use of Force Officers must report any use of force used that could or would likely cause injury to the suspect. Table 4 shows the type of force used in each use of force event in 2023. Table 4 Physical Control and Firearm/CED Displayed by Frequency/Incidents Year 2023 Firearm Displayed 20 CED Displayed 17 Arm Bar 5 Takedown 4 K9 4 Focus Blows 2 CED Use (Stun and Probe) 11 Wrist Lock 10 Shoulder Lock 5 Other 13 Pressure Point 2 Spit Hood 2 Handcuffs 2 Hair Hold 3 Joint Lock – Other 2 Table 4 represents the type of force used and the number of each technique or device was used per reporting officer in 2023. Of note, in 2023, with the new use of force reporting platform change a comparison to previous years was not made due to the difference in information aggregation and categorization. Moving forward in the following annual use of force reports a two-year comparison will be made for 2023-2024 and a three-year comparison from 2023-2025. 6 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy WRAP Restraint In 2022, the Woodburn Police Department began using the WRAP restraint system. The WRAP restraint system is used to safely and effectively immobilize a subject who is continuously combative and/or actively attempting self-harm prior to transport to jail or transfer to medical personnel. The use of the WRAP restraint system is designed to keep officers and a subject(s) protected by reducing the possibility of injury and death. The WRAP restraint system is designed to be applied with no less than two officers. In 2023, there were five reported uses of the WRAP restraint system. Table 5 Canine (K9) Program The Woodburn Police Department has a K9 program consisting of two patrol protection/apprehension canines. The K9 can be deployed in two ways. The first is to track and apprehend a fleeing subject. The second is a show of force to a non-compliant subject. Anytime the K9 deployment results in the canine apprehending (biting) a subject, the incident is considered a use of force, therefore requires reporting. Table 6 Use of WRAP Restraint Year # of Uses 2022 1 2023 5 Patrol K9 Team Deployments Year # of Deployments # of Captures # of Deployments resulting in a canine bite % of Deployments resulting in a canine bite 2021 27 3 1 3.7% 2022 20 3 0 0% 2023 48 14 4 8.3% Table 5 shows the difference in use of the WRAP restraint system from 2022 to 2023. 7 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Conducted Energy Device The Woodburn Police Department utilizes a Conducted Energy Device (CED) as a force option. The CED can be utilized in four ways. Two of the options are considered mere presence and the others are considered a physical use of force. The laser of the CED can be activated showing the subject where the CED probes are targeted. The spark demo is when the probe cartridge(s) is removed and the CED is triggered. The CED’s electrodes produce an arc across metal conductors giving off a spark as a visual demonstration to gain compliance from a subject who is or may become combative. The probe mode is when the two CED probes are fired from the device at a subject. The thin insulated wires connected to the CED’s metal probes deliver an electrical waveform to attempt to cause neuro muscular incapacitation. The drive stun mode is when the CED is pressed against the subject’s body, sending the electrical waveform from the CED itself and is utilized as a form of pain compliance. Table 7 CED Use (Probe or Drive Stun) and Arrests Involving CED’s Year CED Use Arrests % of Arrest & CED’s 2021 4 934 0.4% 2022 4 902 0.4% 2023 11 1,024 1% Table 7 shows the percentage of CED use per arrest. 8 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Injuries reported in Use of Force Incidents Injuries can occur to both officers and subjects during use of force events. Data shows that officers report fewer injuries than subjects during a use of force event. The following table represents the number of officers and subjects reporting injury during a use of force event. Table 8 For 2023, 91% of the time during a use of event officers used force, they did not report injuries. For subjects, 78% of them were uninjured during a use of force incident. Days and hours of the Week Table 9 displays the number of police service calls where force was used, and Table 10 displays the number of use of force incidents during each work shift. Table 9 Table 10 Use of Force Incidents Reported by Day of the Week Monday Tuesday Wednesday Thursday Friday Saturday Sunday 11 8 16 11 17 12 12 Officer and Subject Reported Injuries Year 2023 Officer Injured 6 Subject Injured 14 Use of Force by Shift Year Day Shift Night Shift Total 2023 31 33 64 Table 8 shows the number of officers and subjects reporting injury after a use of force event. Of note, for 2023, with the new use of force reporting software, specific type of injury to officer or subject is no longer captured as a data point. Therefore, a year-to-year comparisons culminating in a multi- year review will be produced in 2024(two year) and 2025 (three year). 9 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Vehicle Pursuits The Woodburn Police Department reports and reviews each vehicle pursuit. Vehicle pursuits are inherently dangerous to the community, the pursuing officer(s) and the pursued subject(s). Each vehicle pursuit is unique and poses a wide variety of risks and outcomes. Vehicle pursuits are closely monitored and reviewed to ensure best practices and training are adhered to. There has been a growing trend by law enforcement agencies throughout the country in instituting more restrictive pursuit policies. This is due in part because of case law, litigation, and community expectations regarding use of force and law enforcement vehicle pursuits. The annual report is used by the Chief of Police and Command Staff to evaluate the department’s pursuit training, response, and liability for each vehicle pursuit. Pursuits in 2020 and 2021 were the same at 8 pursuits per year. In 2022, pursuits decreased by 50%, with 4 initiated pursuits. In 2023, pursuits decreased by 50%, with 2 pursuits reported. One pursuit involved a DUII suspect driving recklessly and the second pursuit involved a subject wanted on several person felony crimes. Both pursuits were resolved with the drivers criminally charged and arrested. Table 11 Vehicle Pursuits by Year Year # of Pursuits % + or - 2021 8 0% 2022 4 -50% 2023 2 -50% 10 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Chart 3 Additional facts for 2023 vehicle pursuits: • 1 occurred during dayshift and 1 occurred during • 1 occurred on Monday and 1 occurred on Saturday. • There were no injuries reported. A concerning factor with pursuits is in how they end. Vehicle pursuits may end in either a termination or conclusion. Terminations occur when the pursuing officers stop their attempt to apprehend the suspect. Conclusion is when the suspect vehicle stops and is no longer moving. Any officer or supervisor can make the decision to terminate a vehicle pursuit at any point. Pursuits are terminated for a variety of reasons. Often because the risk of apprehension does not rise to the level of the associated dangers of continuing to pursue. Officer(s) must deactivate all emergency equipment and end their attempt to apprehend the suspect upon termination of a pursuit. The conclusion of a pursuit also occurs when the suspect vehicle stops on its own, stopped by intervention techniques (i.e. stop sticks or pursuit intervention technique), or the suspect vehicle becomes disabled. 11 ---PAGE BREAK--- Integrity ˖ Respect ˖ Empathy Chart 4 shows how each of the 2023 pursuits ended. Chart 4 2023 Conclusion All use of force events and incidents were determined to be within policy and in compliance with state and federal laws. 2 0 0 VEHICLE STOPPED OFC. DISCONTINUED SPIKE STRIPS Vehicle Pursuit Resolution Resolution Chart 4 shows how each 2023 pursuits were resolved. 12 ---PAGE BREAK--- Senate Bill 111 Law Enforcement Intentional Use of Deadly Physical Force Response Plan 13 ---PAGE BREAK--- Deadly Physical Force • The most profound use of legal authority. • Governed by law, legal precedent and policy. • Graham v. Connor 490 U.S. 386 (1989) The Fourth Amendment "reasonableness" inquiry is whether the officers' actions are "objectively reasonable" in light of the facts and circumstances confronting them, without regard to their underlying intent or motivation. The "reasonableness" of a particular use of force must be judged from the perspective of a reasonable officer on the scene, and its calculus must embody an allowance for the fact that police officers are often forced to make split-second decisions about the amount of force necessary in a particular situation. • WPD Policy 300 14 ---PAGE BREAK--- WPD Policy 300, Use of Force • Officers shall use only that amount of force that reasonably appears necessary given the facts and circumstances perceived by the officer at the time of the event to accomplish a legitimate law enforcement purpose. • The reasonableness of force will be judged from the perspective of a reasonable officer on the scene at the time of the incident. Any evaluation of reasonableness must allow for the fact that officers are often forced to make split-second decisions about the amount of force that reasonably appears necessary in a particular situation, with limited information and in circumstances that are tense, uncertain, and rapidly evolving. • Given that no policy can realistically predict every possible situation an officer might encounter, officers are entrusted to use well-reasoned discretion in determining the appropriate use of force in each incident. 15 ---PAGE BREAK--- Senate Bill 111 • Passed during 2007 legislative session. • Creates planning authority in each county to develop a plan concerning the investigation of deadly physical force by police officers. Directs planning authority to submit plan to governing body of each law enforcement agency within county and specifies required elements of plan. Directs governing body to approve or disapprove plan. • Elements of plan shall include: Addressing immediate aftermath of an incident in which a police officer used deadly physical force. Conduct of the investigation of an incident in which a police officer used deadly physical force. Responsibility of district attorney to resolve issues of potential criminal responsibility resulting from a police officer′s use of deadly physical force. 16 ---PAGE BREAK--- Marion County Plan • When an intentional use of deadly physical force by an officer occurs the involved agency shall immediately notify the District Attorney’s Office. Notification shall be made through the established on-call procedure. • When an intentional use of deadly physical force by an officer occurs, the District Attorney or his or her designee will consult with the involved agency regarding the investigation and implementation of elements of this plan. • The District Attorney has the sole statutory and constitutional duty to make the decision on whether to present a matter to a Grand Jury. 17 ---PAGE BREAK--- Marion County Plan • In the event of an intentional use of deadly physical force, it is required that members of an organization outside the involved officer’s agency conduct the investigation under the direction of the District Attorney. Members of the involved officer’s agency may assign personnel to assist in the investigation as directed by the lead investigating agency. • An investigating agency may include the Oregon State Police, the Marion County Homicide Assault Response Team (HART), or any other agency which has the expertise necessary to investigate a deadly force situation. 18 ---PAGE BREAK--- WPD Administrative Investigation • The investigation as led by the District Attorney does not preclude the involved agency from beginning a concurrent administrative inquiry. Such administrative inquiries may be necessary for civil preparation, determination of policy violations or training issues but shall not interfere with the criminal investigation. 19 ---PAGE BREAK--- LAW ENFORCEMENT INTENTIONAL USE OF DEADLY PHYSICAL FORCE RESPONSE PLAN (SB 111 Plan) Marion County Intentional Use of Deadly Physical Force Planning Authority Revision Date 12/2022 20 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 1 Table of Contents MEMBERS OF THE PLANNING AUTHORITY 2 PREAMBLE 4 SECTION 1: ADMINISTRATION 4 SECTION 2: APPLICABILITY OF THE PLAN 4 SECTION 3: DEFINITIONS 4 SECTION 4: IMMEDIATE AFTERMATH 5 SECTION 5: INTENTIONAL USE OF DEADLY PHYSICAL FORCE 6 SECTION 6: INVESTIGATION PROTOCOLS 8 SECTION 7: DISTRICT ATTORNEY 9 SECTION 8: DEBRIEFING 9 SECTION 9: REPORTING, TRAINING, OUTREACH 10 SECTION 10: FISCAL IMPACT 11 SECTION 11: PLAN REVISION 11 SECTION 12: AGENCY POLICIES 11 21 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 2 Members of the Planning Authority Marion County District Attorney (co-chair) Marion County Sheriff (co-chair) Oregon State Police Administrative Representative Salem Police Chief Police Labor Union Representatives Public Member On March 20, 2008, this Plan was approved by the Planning Authority, and submitted for approval to governing bodies of the following jurisdictions: Marion City of City of City of City of City of City of City of City of City of City of City of Mill City of Mt. City of St. Approved on 4/23/2008 Approved 5/12/2008 Approved 5/13/2008 Approved 4/8/2008 Approved 5/13/2008 Approved 3/20/2008 Approved 5/1/2008 Approved 4/8/2008 Approved 4/14/2008 Approved 3/27/2008 Approved 5/19/2008 Approved 4/8/2008 Approved 4/8/2008 22 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 3 City of City of Scotts City of City of City of Sublimity City of City of Upon receiving a vote of approval from 2/3 of the above jurisdictions, this Plan was submitted to the Attorney General, who approved the Plan on July 3, 2008. Approved 5/5/2008 Approved 5/5/2008 Approved 4/7/2008 Approved 4/14/2008 Approved 4/10/2008 Approved 4/28/2008 23 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 4 Preamble Marion County law enforcement agencies recognize the importance to both their agencies and our communities to ensure that any intentional use of deadly physical force by a peace officer is investigated in a professional, competent and impartial manner. The openness with which we proceed in these investigations is critical to establishing and maintaining trust within the community. It is clear our citizens examine closely the actions any law enforcement agency takes when their officers intentionally use deadly physical force, and it is our goal to ensure the community is confident and accepting of the actions Marion County law enforcement agencies take when involved in these situations. Section 1: Administration In the event that a member of the planning authority is unable to continue to serve, a replacement shall be appointed as provided in Section 2(1) of Senate Bill 111, Oregon Laws 2007. The six members of the Planning Authority are the voting members. The approval of the Plan, elements or revisions thereof, shall be by majority vote. The presence of 2/3 of the listed members shall be required in order to hold any vote. Section 2: Applicability of the Plan This plan shall be applicable, as set forth herein, to any intentional use of deadly physical force by a peace officer acting in the course of and in furtherance of his/her official duties, occurring within Marion County. Section 3: Definitions Administrative Inquiry Means the involved agency’s internal employment review of their peace officer’s use of deadly physical force. Agency Liaison An involved agency’s appointed representative who may be present to coordinate resources and assistance to investigators. 24 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 5 Involved Agency Means the law enforcement organization employing the peace officer who intentionally used deadly physical force. Investigation Means law enforcement’s process to gather facts and determine law surrounding the peace officer’s use of deadly physical force. Investigating Agency Means the law enforcement organization investigating the intentional use of deadly physical force. Plan Means the final document approved by the Planning Authority, adopted by two-thirds of the governing bodies employing law enforcement agencies, and approved by the Attorney General. Any approved revisions shall become a part of the Plan. Deadly Means physical force that under the circumstances in which it is used is Physical readily capable of causing death or serious physical injury. Force Serious Means physical injury which creates a substantial risk of death or which Physical causes serious and protracted disfigurement, protracted impairment of Injury health or protracted loss or impairment of the function of any bodily organ. (ORS 161.015(8)) Physical Means impairment of physical condition or substantial pain that does not Injury amount to “serious physical injury.” Involved Means the peace officer whose official action was or who’s official order Officer precipitated an intentional use of deadly physical force. Also includes a peace officer who was involved before or during the intentional use of deadly physical force, and this involvement was reasonably likely to expose the officer to a heightened level of stress or trauma. Section 4: Immediate Aftermath When a peace officer intentionally uses deadly physical force, the officer shall immediately take whatever steps are reasonable and necessary to protect the safety and health of the officer and any member of the public. After taking such steps, the officer shall immediately notify his or her agency of the intentional use of deadly physical force. 25 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 6 Thereafter, the officer, if able, shall take such steps as are reasonably necessary to preserve the integrity of the scene and to preserve evidence. Upon request, the officer shall provide information regarding the circumstances as necessary to protect persons and property, preserve any evidence, and to provide a framework for the investigation. Section 5: Intentional Use of Deadly Physical Force When intentional deadly physical force is used against any person, in addition to the requirements of Section 4 of this Plan and notwithstanding involved agency policy, the following provisions apply: Upon the arrival of additional peace officers, sufficient to manage the scene, each Involved Officer shall be relieved of the above duties set forth in Section 4 of the Plan, and the duties shall be re-assigned to uninvolved peace officer personnel. The on-scene supervisor shall take immediate action to stabilize the situation, ensure notification of the appropriate staff and agencies, and shall obtain information relevant to public safety outstanding suspects, location of evidence, direction of travel, etc.). As soon as practicable, each Involved Officer shall leave the scene with a companion officer, as directed by his or her supervisor, and be offered an opportunity for a medical examination. If the officer is not in need of medical treatment, the officer shall be taken to a location designated by the investigating agency. Following the intentional use of deadly physical force, the officer’s union representative shall be notified. Management or non-represented employees shall be afforded the same opportunity to consult with legal representation. After consultation with the involved officer, the involved agency or officer shall notify the officer’s family according to the involved agency’s policy regarding such notification. Notification shall be made to the District Attorney as provided in Section 7(1) of this Plan. This provision does not prevent the involved agency from requiring additional notification requirements within their respective policies. As soon as practicable, any weapon used by an involved officer shall be seized by investigators and, if appropriate, replaced with a substitute weapon. Other involved officers’ weapons, even if not used, are also subject to seizure by the investigating agency. Interview of an Involved Officer: 26 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 7 As used in this section “interview” refers to formal interview of an officer by assigned investigating personnel that occurs a reasonable time after the incident, and after the officer has had an opportunity to consult with counsel, if so desired. It’s noteworthy that there may be multiple involved officers, and this process shall be followed with each of them. The interview of the involved officer who intentionally used deadly physical force shall occur after a reasonable period of time to prepare for the interview and taking into account the emotional and physical state of the officer(s). The interview shall occur no sooner than 48 hours after the incident, unless this waiting period is waived by the officer. The waiting period does not preclude an initial on-scene debriefing with the officer to assess and make an initial evaluation of the incident. The scene shall be secured and managed consistent with the control of any other major crime scene. Only personnel necessary to conduct the investigation shall be permitted access to the scene. When it is determined that no evidence will be contaminated or destroyed, the involved officer may conduct a “walk through” to assist in the investigation. Immediately after the initial on-scene debriefing (see Section an involved officer shall be placed on administrative leave until sufficient information exists to justify the intentional use of deadly physical force and the officer has had an opportunity for initial mental health counseling. Notwithstanding subsection above, for no less than 72 hours immediately following an incident in which deadly physical force was intentionally used by a peace officer, a law enforcement agency may not return an Involved Officer to duties that might place the officer in a situation in which the officer has to use deadly force. (See also related subsection (10) below.) (10) In the six months following an intentional use of deadly physical force incident that results in a death, the involved agency shall offer each Involved Officer a minimum of two opportunities for mental health counseling. The officer shall be required to attend at least one session of mental health counseling. At the involved agency’s expense, the involved officer shall be scheduled for an appointment with a licensed mental health counselor for a counseling session with a follow-up session scheduled at a date determined by the mental health professional. The counseling sessions are not to be considered fitness for duty evaluations, and are to be considered privileged between the officer and counselor. 27 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 8 (11) In the event of an intentional use of deadly physical force, it is required that members of an organization outside the involved officer’s agency conduct the investigation under the direction of the District Attorney. Members of the involved officer’s agency may assign personnel to assist in the investigation as directed by the lead investigating agency. An investigating agency may include the Oregon State Police, the Marion County Homicide Assault Response Team (HART), or any other agency which has the expertise necessary to investigate a deadly force situation. The District Attorney shall determine the investigating agency in consultation with the involved agency’s administration and with agreement from the investigating agency’s administration. (12) The investigation as led by the District Attorney does not preclude the involved agency from beginning a concurrent administrative inquiry. Such administrative inquiries may be necessary for civil preparation, determination of policy violations or training issues but shall not interfere with the investigation. (13) In order to preserve the integrity of the investigation, the scene supervisor and investigating supervisor shall notify all involved officers to refrain from making public statements about the investigation, until such time as the investigation has concluded and the District Attorney has made a determination regarding the criminal responsibility of all involved persons. (14) As soon as practical, both the involved agency and investigating agency will follow the Officer Use of Deadly Force Press Release Guidelines process (Exhibit 1 and incorporated herein). (15) To the extent reasonably possible, the involved agency shall not participate as investigators in briefings, formal information sharing, nor fulfill significant investigatory roles in the investigation. Any exception must be approved by the District Attorney. However, an involved agency liaison is allowed to be present to coordinate personnel, equipment, and investigatory support. Section 6: Investigation Protocols The investigation, at a minimum, shall consist of the following: Eyewitness and involved party interviews Evidence collection 28 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 9 Scene documentation Involved Officer(s) interview(s) The investigation shall be documented in written reports, and all police reports and taped statements shall be provided to the investigating agency, the Involved Officer(s) agency(ies), and the District Attorney. Section 7: District Attorney 1) When an intentional use of deadly physical force by an officer occurs the involved agency shall immediately notify the District Attorney’s Office. Notification shall be made through the established on-call procedure. 2) When an intentional use of deadly physical force by an officer occurs, the District Attorney or his or her designee will consult with the involved agency regarding the investigation and implementation of elements of this plan. 3) The District Attorney has the sole statutory and constitutional duty to make the decision on whether to present a matter to a Grand Jury. The District Attorney will consult with the investigating agency and make a decision on whether to present the case to a Grand Jury. The timing of the decision will be made by the District Attorney based upon all considerations. If the District Attorney decides to present a case to the Grand Jury, the District Attorney shall notify the investigating agency, the involved officer’s agency, and the involved officer through his or her representative. Upon a final decision by the Grand Jury or the District Attorney, the District Attorney shall notify the investigating agency and the involved officer’s agency of the conclusions of the Grand Jury proceeding under this plan. The District Attorney shall release the Grand Jury conclusions to the public. Recordings of the Grand Jury proceedings will only be released as required by law. Section 8: Debriefing The intentional use of deadly physical force by a peace officer has the potential to create strong emotional reactions which have the potential to interfere with an officer’s ability 29 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 10 to function. These reactions may be manifested immediately, or over time. Further, these reactions may occur not only in an officer directly involved in the incident, but also in other officers within the involved agency. The requirements of this section provide a minimum framework and are not intended to take the place of agency policy. Agencies are encouraged to develop formal procedures to deal with an officer’s stress response following an intentional use of deadly force incident. Such policies should include a procedure that are implemented from the time of the incident and continue over time. Upon a final determination by the District Attorney, the involved agency shall conduct an internal review of the matter for compliance with agency policy. Such review, at a minimum shall include a review of the incident with the involved officer(s). Each agency shall provide a process for any officer(s) who make(s) a request, to participate in a critical incident debriefing. If available, agencies should encourage officers to take advantage of Employee Assistance Programs, and if appropriate, agencies should request assistance from other agencies that may have in place formal programs for dealing with critical incidents. Section 9: Agency Reporting, Training, Outreach Each law enforcement agency within Marion County shall make available a copy of this Plan to every officer and shall incorporate the Plan into agency policies and provide training to officers on the implementation of the plan. Upon the conclusion of an investigation resulting in death due to an officer’s intentional use of deadly force, the announcement by the District Attorney pursuant to Section 7(3) of the Plan, and the debriefing, the involved agency shall complete the Attorney General’s report regarding the use of force, and submit the report to the Attorney General. Each agency subject to this Plan shall comply with the Department of Public Safety Standards and Training rules on use of force training, as well as establish department training requirements on the use of force. The training must include education on the agency’s use of force policy. This training may also include, but is not limited to the following: Defensive Tactics Tactical Shooting 30 ---PAGE BREAK--- Deadly Physical Force Plan - Marion County 11 SWAT training Use of force in making an arrest Use of non-lethal force Each agency shall have a written policy and monitoring system to ensure that the training standards are met. After adoption of this Plan, to the extent they are fiscally able, each agency shall take steps to publicize the Plan to their respective communities, by providing information to the media, general public, community organizations, and quasi-governmental bodies. Section 10: Fiscal Impact The Planning Authority has noted only de minimis fiscal impact resulting from the above process. Section 11: Plan Revision The Planning Authority shall conduct a biennial review of the Plan. If a revision of the Plan becomes advisable, the Planning Authority shall meet and discuss such a revision. If the Planning Authority adopts a revision, such revision shall be submitted for approval as provided by statute. Section 12: Agency Policies Agency Policies attached. 31 ---PAGE BREAK--- COUNCIL MEETING MINUTES FEBRUARY 12, 2024 Page 1 - Council Meeting Minutes, February 12, 2024 DATE COUNCIL CHAMBERS, CITY HALL, CITY OF WOODBURN, COUNTY OF MARION, STATE OF OREGON, FEBRUARY 12, 2024 CONVENED The meeting convened at 7:00 p.m. with Mayor Lonergan presiding. ROLL CALL Mayor Lonergan Present Councilor Carney Present Councilor Cornwell Present Councilor Schaub Present Councilor Morris Present Councilor Cabrales Present Councilor Wilk Present Staff Present: City Administrator Derickson, City Attorney Granum, Assistant City Administrator Row, Police Chief Pilcher, Economic Development Director Johnk, Community Services Director Cuomo, Finance Director Turley, Assistant City Attorney Killmer, Planner Handel, Community Development Director Kerr, Public Works Director Stultz, Special Projects Director Wakeley, Human Resources Director Gregg, Senior Planner Cortes, Economic Development Project Manager Guerrero, Public Affairs and Communications Coordinator Moore, City Recorder Pierson, Community Relations Manager Herrera ANNOUNCEMENTS Mayor Lonergan announced the following: • City Hall and the Library will be closed on February 19, for President’s Day. • Transit will be open holiday hours (8:00 a.m. - 3:00 p.m.) • The Aquatic Center will be open regular hours (6:00 a.m. -10:00 a.m. & 4:00 p.m. -7:00 p.m.) • Agreement made with Church of Christ and Community Action to operate shelter. • Woodburn Chamber announced their Distinguished Service Alma Awards and City Administrator Derickson is being recognized as Senior First Citizen. APPOINTMENT Carney/Cabrales…appoint Noah Carlson to the Woodburn Budget Committee. The motion passed unanimously. Carney/Schaub…appoint Teresa Ibañez-Estrada to the Woodburn Public Arts and Mural Committee. The motion passed unanimously. COMMUNICATIONS Mayor Lonergan announced the City Council has received a letter from Beverlee Koutny. 32 ---PAGE BREAK--- COUNCIL MEETING MINUTES FEBRUARY 12, 2024 Page 2 - Council Meeting Minutes, February 12, 2024 PRESENTATIONS Republic Services- Cindy Rogers, Municipal Relationship Manager for Republic Services, Travis Comfort, Municipal Contract Administrator for Republic Services, and Josh Harvey, Operations Manager in Woodburn provided a review of the essential services provided to the City of Woodburn in 2022. Cindy Rogers noted that they will be back this year to present on the Recycling Modernization Act and ask council for a rate adjustment and provide a review of 2023. Liberty House – Community Services Director Cuomo provided a brief history on the resource center. Kyle Tarr, Prevention Program Director of Liberty House, and Bruce Anderson, Deputy CEO of Liberty House, provided information on Liberty House’s child abuse prevention services and also provided an update on the Liberty House Clinic. Quarterly Investment Report - Lauren Brant, PFM Asset Management, provided an update on the City’s investments. BUSINESS FROM THE PUBLIC Nancy Talbot, Love INC, spoke about the phenomenal support that Love INC. receives from Republic Services. CONSENT AGENDA A. Woodburn City Council minutes of January 22, 2024, B. Acceptance of Easements at 1123 N 3rd Street (Tax Lot 051W07DB04400), C. City Attorney Employment Agreement, D. Building Activity for January 2024. Carney/Cornwell… approve the consent agenda. The motion passed unanimously. PUBLIC HEARINGS Legislative Amendment 21-03 Public Hearing: Amendment to the Woodburn Development Ordinance (WDO) Relating to Tree Preservation and Removal (LA 21-03) Mayor Lonergan declared the hearing open at 8:37 p.m. for the purpose of hearing public input on Legislative Amendment 21-03 Public Hearing: Amendment to the Woodburn Development Ordinance (WDO) Relating to Tree Preservation and Removal (LA 21-03). Community Development Director Kerr provided a staff report. Mayor Lonergan asked if any member of the public would like to speak in either support or opposition of Legislative Amendment 21-03 Public Hearing: Amendment to the Woodburn Development Ordinance (WDO) Relating to Tree Preservation and Removal (LA 21-03). Tom Feitl, 1032 Hazelwood Drive, Oregon City, stated that he is a consulting arborist and that in regard to the mitigation requirement he would like to see the City require trees of a certain crown size based off the species profile be replaced with similarly sized trees to maintain the City’s tree canopy. Mayor Lonergan closed the hearing at 9:01 p.m. City Councilor discussion included concerns about fees, costs to remove trees, and communication with the public on the process. Carney/Cornwell… tentatively approve Legislative Amendment LA 21-03, related to tree preservation and removal, directing staff to prepare an ordinance for consideration at the next City Council meeting. The motion passed unanimously. Carney/Wilk…directing staff to prepare an ordinance amending Ordinance 2433, which is the City master fee schedule, regarding tree removal and mitigation for consideration at the next City Council 33 ---PAGE BREAK--- COUNCIL MEETING MINUTES FEBRUARY 12, 2024 Page 3 - Council Meeting Minutes, February 12, 2024 meeting. The motion passed unanimously. Legislative Amendment (LA) 23-04 Public Hearing: Adoption of the Parks and Recreation Master Plan and associated Comprehensive Plan Goal and Policy Amendments Mayor Lonergan declared the hearing open at 9:17 p.m. for the purpose of hearing public input on Legislative Amendment (LA) 23-04 Public Hearing: Adoption of the Parks and Recreation Master Plan and associated Comprehensive Plan Goal and Policy Amendments. Community Services Director Cuomo and Planner Handel provided a staff report. Steve Duke, Conservation Technix, Inc. provided an overview of the Parks and Recreation Master Plan, including the community engagement process and key findings, the plan structure, and goals and key project recommendations. No members of the public wished to speak in either support or opposition of Legislative Amendment (LA) 23-04 Public Hearing: Adoption of the Parks and Recreation Master Plan and associated Comprehensive Plan Goal and Policy Amendments. Mayor Lonergan closed the hearing at 9:43 p.m. Carney/Schaub… tentatively approve Legislative Amendment LA 23-04, adopting the Parks and Recreation Master Plan and updated Parks and Recreation Goals and Policies as part of a Comprehensive Plan amendment, based on the Analyses and Findings in the staff report, and direct staff to prepare an ordinance for consideration at the next City Council meeting. The motion passed unanimously. COUNCIL BILL NO. 3240 - AN ORDINANCE REGULATING THE DETECTION AND ELIMINATION OF ILLICIT DISCHARGE IN THE CITY’S STORM WATER SYSTEM; PROVIDING FOR ENFORCEMENT; REPEALING IN-PART ORDINANCE NO. 2556; AND DECLARING AN EMERGENCY Carney introduced Council Bill No. 3240. City Recorder Pierson read the bill twice by title only since there were no objections from Council. Public Works Director Stultz provided a staff report. On roll call vote for final passage, the bill passed unanimously. Mayor Lonergan declared Council Bill No. 3240 duly passed. COUNCIL BILL NO. 3241 - A RESOLUTION AUTHORIZING THE TRANSFER OF ONE HALF (.40) FTE FROM THE TRANSIT FUND TO THE GENERAL FUND FOR THE FISCAL YEAR 2023-2024 Carney introduced Council Bill No. 3241. City Recorder Pierson read the bill by title only since there were no objections from Council. Community Finance Director Turley provided a staff report. On roll call vote for final passage, the bill passed unanimously. Mayor Lonergan declared Council Bill No. 3241 duly passed. COUNCIL BRIEFING OF PLANNING COMMISSION APPROVAL OF A DESIGN REVIEW, STREET ADJUSTMENT, AND VARIANCE APPLICATION PACKAGE FOR THE GRATING PACIFIC BUILDING C PROJECT AT 2775 N. FRONT STREET (DR 23-08, SA 23-05, & VAR 23-06) The Council declined to call this item up. CITY ADMINISTRATOR’S REPORT The Assistant City Administrator reported the following: • An agreement was reached last Friday with Community Action, the City of Woodburn and Ray of Hope. The City is offering a $10,000 grant to Ray of Hope today to help fund their operation through February and the transition with Community Action. The City is going to be committing some other support services to help improve the site. 34 ---PAGE BREAK--- COUNCIL MEETING MINUTES FEBRUARY 12, 2024 Page 4 - Council Meeting Minutes, February 12, 2024 Mayor Lonergan noted that he is on the board for Community Action, and it is a non-paying volunteer position, and he is impressed with what they are doing. • A display case is going up in the Council Chambers to highlight the City and some of the success the City's had. • There has been an update to our Census data and the City’s population has gone from 27, 044 to 28,483. MAYOR AND COUNCIL REPORTS Councilor Wilk stated that he is excited about the things going on in the City. Councilor Cornwell stated that she attended the Fire Districts Banquet, and it was a grand night with good food and good fellowship. Mayor Lonergan mentioned that at least four firemen were recognized. James Gibbs was recognized for five years of service, Dylan Selleck received a letter of appreciation, Jorden Jacobucci received an letter of commendation, Nate Maravilla was named rookie of the year, and Jeffrey Robinson was named volunteer of the year. Mayor Lonergan stated that he attended the Estates Coffee hour and provided a presentation on the status of the City. He added that the League of Oregon Cities sponsors an annual event that gives scholarships away to certain high school students who write a good essay on what they would do to be mayor for a day. He spoke to two different classes at the high school about the Mayors duties and responsibilities. ADJOURNMENT Cornwell/Cabrales… move to adjourn. The motion passed unanimously. Mayor Lonergan adjourned the meeting at 10:05 p.m. APPROVED FRANK LONERGAN, MAYOR ATTEST Heather Pierson, City Recorder City of Woodburn, Oregon 35 ---PAGE BREAK--- Nov 2023 Dec 2023 Jan 2024 Nov 23 - Jan 24 (Combined) Total Processed Incidents 245 230 173 648 Obstructions* 26 36 25 87 Police Rejections* 123 101 83 307 Registration Issues* 11 19 15 45 Process Rejections* 14 5 5 24 Total Rejections 174 161 128 463 Approved Violations/Notices Printed 71 69 45 185 Nov 2023 Dec 2023 Jan 2024 Nov 23 - Jan 24 (Combined) Total Processed Incidents 331 331 114 776 Obstructions* 15 12 3 30 Police Rejections* 80 92 35 207 Registration Issues* 12 17 8 37 Process Rejections* 11 5 2 18 Total Rejections 118 126 48 292 Approved Violations/Notices Printed 213 205 66 484 Police Rejections: Driver not R/O, Face Obstructed, Gender Mismatched, Incorrect DMV, Invalid Offense, Police Discretion, Safe Turn on Red, Sun Glare. Registration Issues: Extended Vehicle, Out of Country Plates, Paper Plates, Wrong or No DMV. Process Rejections: Camera Malfunction, Plate Burn Out, Rear Plate Camera Blurry, Poor Driver Images, Too Old Red Light Enforcement Redflex Traffic Systems Report - N. Pacififc Highyway and Mt. Hood Avenue Speed Enforcement (46 mph+) *REJECTIONS KEY* Obstructions: Driver, vehicle or license plate obstructed. 36 ---PAGE BREAK--- 37 ---PAGE BREAK--- Year-to-Date Expenditures for All Funds 38 ---PAGE BREAK--- Expenditures - All Funds Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 101 - Administration Division 1111 - Council & Mayor EXPENSE Personnel Services 5112 Part-Time Wages 8,700.00 .00 8,700.00 .00 .00 .00 8,700.00 0 .00 5212 Social Security 650.00 .00 650.00 .00 .00 .00 650.00 0 .00 5214 5214.100 PERS - City 1,450.00 .00 1,450.00 .00 .00 .00 1,450.00 0 .00 5214 - Totals $1,450.00 $0.00 $1,450.00 $0.00 $0.00 $0.00 $1,450.00 0% $0.00 5216 Unemployment Insurance 140.00 .00 140.00 .00 .00 .00 140.00 0 .00 5218 Paid Family Leave Insurance 10.00 .00 10.00 .00 .00 .00 10.00 0 .00 Personnel Services Totals $10,950.00 $0.00 $10,950.00 $0.00 $0.00 $0.00 $10,950.00 0% $0.00 Materials & Services 5319 Office Supplies 1,000.00 .00 1,000.00 90.27 .00 664.20 335.80 66 5,407.90 5419 Other Professional Serv 1,500.00 .00 1,500.00 .00 .00 1,314.47 185.53 88 2,114.98 5421 Telephone/Data 750.00 .00 750.00 .95 .00 5.58 744.42 1 181.57 5428 IT Support 73,350.00 .00 73,350.00 6,112.50 .00 42,787.50 30,562.50 58 64,260.00 5432 Meals 2,000.00 .00 2,000.00 .00 .00 1,051.37 948.63 53 1,606.41 5433 Mileage 330.00 .00 330.00 .00 .00 568.54 (238.54) 172 444.48 5439 Travel 700.00 .00 700.00 .00 .00 137.86 562.14 20 2,160.26 5464 Workers' Comp 50.00 .00 50.00 4.17 .00 29.19 20.81 58 39.96 5485 Leadership Development 15,000.00 .00 15,000.00 .00 .00 3,935.41 11,064.59 26 .00 5491 Dues & Subscriptions .00 .00 .00 .00 .00 250.00 (250.00) 171.00 5492 Registrations/Training 3,000.00 .00 3,000.00 .00 .00 2,440.00 560.00 81 6,421.00 5493 Printing/Binding 100.00 .00 100.00 .00 .00 .00 100.00 0 .00 Materials & Services Totals $97,780.00 $0.00 $97,780.00 $6,207.89 $0.00 $53,184.12 $44,595.88 54% $82,807.56 EXPENSE TOTALS $108,730.00 $0.00 $108,730.00 $6,207.89 $0.00 $53,184.12 $55,545.88 49% $82,807.56 Division 1111 - Council & Mayor Totals ($108,730.00) $0.00 ($108,730.00) ($6,207.89) $0.00 ($53,184.12) ($55,545.88) 49% ($82,807.56) Division 1211 - City Administrator EXPENSE Personnel Services 5111 Regular Wages 206,670.00 .00 206,670.00 14,992.21 .00 112,532.26 94,137.74 54 187,073.97 5121 Overtime .00 .00 .00 .00 .00 .00 .00 4.48 5211 OR Workers' Benefit 40.00 .00 40.00 1.57 .00 15.37 24.63 38 30.33 5212 Social Security 14,950.00 .00 14,950.00 1,206.17 .00 7,497.03 7,452.97 50 14,613.39 5213 Med & Dent Ins 25,530.00 .00 25,530.00 2,259.30 .00 13,745.69 11,784.31 54 25,100.60 5214 5214 Retirement .00 .00 .00 .00 .00 .00 .00 (8,783.90) 5214.100 PERS - City 40,560.00 .00 40,560.00 2,920.90 .00 22,079.75 18,480.25 54 35,041.60 5214.600 PERS 6% 12,400.00 .00 12,400.00 974.02 .00 7,328.78 5,071.22 59 13,296.42 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 1 of 57 39 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 101 - Administration Division 1211 - City Administrator EXPENSE Personnel Services 5214 5214.800 DEFERED COMP - CITY 17,500.00 .00 17,500.00 1,241.80 .00 9,607.67 7,892.33 55 19,713.32 5214 - Totals $70,460.00 $0.00 $70,460.00 $5,136.72 $0.00 $39,016.20 $31,443.80 55% $59,267.44 5215 Long Term Disability Ins 310.00 .00 310.00 26.86 .00 162.17 147.83 52 325.72 5216 Unemployment Insurance 2,680.00 .00 2,680.00 194.90 .00 1,463.05 1,216.95 55 1,628.41 5217 Life Insurance 200.00 .00 200.00 17.10 .00 103.22 96.78 52 207.12 5218 Paid Family Leave Insurance 830.00 .00 830.00 54.16 .00 409.00 421.00 49 456.64 Personnel Services Totals $321,670.00 $0.00 $321,670.00 $23,888.99 $0.00 $174,943.99 $146,726.01 54% $288,708.10 Materials & Services 5319 Office Supplies 2,000.00 .00 2,000.00 31.01 .00 804.17 1,195.83 40 1,048.10 5419 Other Professional Serv 2,000.00 .00 2,000.00 12.66 61.32 1,977.67 (38.99) 102 2,107.91 5421 Telephone/Data 1,800.00 .00 1,800.00 291.43 157.03 2,190.39 (547.42) 130 3,876.75 5422 Postage 500.00 .00 500.00 50.63 .00 190.63 309.37 38 506.27 5428 IT Support 31,500.00 .00 31,500.00 2,625.00 .00 18,375.00 13,125.00 58 19,740.00 5432 Meals 1,170.00 .00 1,170.00 540.00 .00 1,169.52 .48 100 620.60 5433 Mileage 1,000.00 .00 1,000.00 .00 .00 568.08 431.92 57 358.14 5439 Travel 5,000.00 .00 5,000.00 .00 .00 1,412.62 3,587.38 28 5,188.52 5449 Leases - Other 600.00 .00 600.00 .00 .00 .00 600.00 0 .00 5464 Workers' Comp 790.00 .00 790.00 65.83 .00 460.81 329.19 58 710.04 5485 Leadership Development 5,000.00 .00 5,000.00 .00 630.00 5,149.25 (779.25) 116 1,155.00 5491 Dues & Subscriptions 10,000.00 .00 10,000.00 766.03 .00 4,814.06 5,185.94 48 6,702.73 5492 Registrations/Training 5,000.00 .00 5,000.00 .00 .00 1,626.00 3,374.00 33 9,596.99 Materials & Services Totals $66,360.00 $0.00 $66,360.00 $4,382.59 $848.35 $38,738.20 $26,773.45 60% $51,611.05 EXPENSE TOTALS $388,030.00 $0.00 $388,030.00 $28,271.58 $848.35 $213,682.19 $173,499.46 55% $340,319.15 Division 1211 - City Administrator Totals ($388,030.00) $0.00 ($388,030.00) ($28,271.58) ($848.35) ($213,682.19) ($173,499.46) 55% ($340,319.15) Division 1411 - City Attorney EXPENSE Personnel Services 5111 Regular Wages 133,750.00 .00 133,750.00 6,730.22 .00 83,153.70 50,596.30 62 126,959.89 5121 Overtime .00 .00 .00 .00 .00 .00 .00 5.75 5211 OR Workers' Benefit 20.00 .00 20.00 1.11 .00 10.31 9.69 52 17.39 5212 Social Security 10,090.00 .00 10,090.00 507.86 .00 5,042.86 5,047.14 50 9,885.25 5213 Med & Dent Ins 21,450.00 .00 21,450.00 1,478.48 .00 10,713.41 10,736.59 50 20,691.69 5214 5214.100 PERS - City 26,030.00 .00 26,030.00 1,157.86 .00 16,634.40 9,395.60 64 23,230.19 5214.600 PERS 6% 8,020.00 .00 8,020.00 416.75 .00 2,161.42 5,858.58 27 7,388.89 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 2 of 57 40 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 101 - Administration Division 1411 - City Attorney EXPENSE Personnel Services 5214 5214.800 DEFERED COMP - CITY 12,110.00 .00 12,110.00 215.53 .00 9,762.30 2,347.70 81 12,559.22 5214 - Totals $46,160.00 $0.00 $46,160.00 $1,790.14 $0.00 $28,558.12 $17,601.88 62% $43,178.30 5215 Long Term Disability Ins 210.00 .00 210.00 9.32 .00 93.49 116.51 45 216.45 5216 Unemployment Insurance 1,740.00 .00 1,740.00 87.49 .00 1,080.99 659.01 62 1,106.92 5217 Life Insurance 140.00 .00 140.00 6.01 .00 59.61 80.39 43 137.53 5218 Paid Family Leave Insurance 540.00 .00 540.00 24.95 .00 309.89 230.11 57 313.56 Personnel Services Totals $214,100.00 $0.00 $214,100.00 $10,635.58 $0.00 $129,022.38 $85,077.62 60% $202,512.73 Materials & Services 5314 Books 9,000.00 .00 9,000.00 2,325.92 3,322.30 5,648.22 29.48 100 7,269.02 5319 Office Supplies 2,000.00 .00 2,000.00 583.91 635.00 1,055.59 309.41 85 387.22 5417 HR/Other Employee Expenses .00 .00 .00 .00 .00 145.00 (145.00) .00 5419 Other Professional Serv 1,000.00 .00 1,000.00 12.66 61.32 88.68 850.00 15 193.72 5421 Telephone/Data 1,500.00 .00 1,500.00 177.95 34.64 984.35 481.01 68 1,764.73 5422 Postage 100.00 .00 100.00 .00 .00 .00 100.00 0 .00 5428 IT Support 20,700.00 .00 20,700.00 1,725.00 .00 12,075.00 8,625.00 58 19,320.00 5432 Meals 400.00 .00 400.00 .00 .00 585.30 (185.30) 146 .00 5433 Mileage 530.00 .00 530.00 .00 .00 69.43 460.57 13 .00 5449 Leases - Other 550.00 .00 550.00 .00 .00 .00 550.00 0 .00 5464 Workers' Comp 290.00 .00 290.00 24.17 .00 169.19 120.81 58 330.00 5491 Dues & Subscriptions 3,000.00 .00 3,000.00 1,536.00 65.00 2,476.00 459.00 85 3,976.00 5492 Registrations/Training 7,500.00 .00 7,500.00 .00 .00 1,670.74 5,829.26 22 5,385.00 Materials & Services Totals $46,570.00 $0.00 $46,570.00 $6,385.61 $4,118.26 $24,967.50 $17,484.24 62% $38,625.69 EXPENSE TOTALS $260,670.00 $0.00 $260,670.00 $17,021.19 $4,118.26 $153,989.88 $102,561.86 61% $241,138.42 Division 1411 - City Attorney Totals ($260,670.00) $0.00 ($260,670.00) ($17,021.19) ($4,118.26) ($153,989.88) ($102,561.86) 61% ($241,138.42) Division 1511 - Finance EXPENSE Personnel Services 5111 Regular Wages 372,470.00 .00 372,470.00 24,402.97 .00 172,755.48 199,714.52 46 273,411.35 5112 Part-Time Wages 35,980.00 .00 35,980.00 2,046.02 .00 13,894.46 22,085.54 39 18,497.56 5121 Overtime 6,020.00 .00 6,020.00 7.13 .00 1,917.93 4,102.07 32 3,806.81 5211 OR Workers' Benefit 120.00 .00 120.00 5.09 .00 43.71 76.29 36 73.84 5212 Social Security 32,110.00 .00 32,110.00 1,915.05 .00 13,732.65 18,377.35 43 23,229.02 5213 Med & Dent Ins 79,570.00 .00 79,570.00 6,172.77 .00 37,329.01 42,240.99 47 56,280.53 5214 5214.100 PERS - City 66,340.00 .00 66,340.00 4,075.49 .00 29,847.68 36,492.32 45 42,454.87 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 3 of 57 41 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 101 - Administration Division 1511 - Finance EXPENSE Personnel Services 5214 5214.600 PERS 6% 22,710.00 .00 22,710.00 1,450.43 .00 10,474.84 12,235.16 46 17,147.35 5214.800 DEFERED COMP - CITY 3,720.00 .00 3,720.00 284.68 .00 2,017.78 1,702.22 54 3,459.00 5214 - Totals $92,770.00 $0.00 $92,770.00 $5,810.60 $0.00 $42,340.30 $50,429.70 46% $63,061.22 5215 Long Term Disability Ins 720.00 .00 720.00 53.02 .00 288.58 431.42 40 624.96 5216 Unemployment Insurance 5,400.00 .00 5,400.00 343.94 .00 2,451.32 2,948.68 45 2,612.04 5217 Life Insurance 460.00 .00 460.00 35.32 .00 192.83 267.17 42 414.06 5218 Paid Family Leave Insurance 1,660.00 .00 1,660.00 97.90 .00 692.77 967.23 42 734.82 Personnel Services Totals $627,280.00 $0.00 $627,280.00 $40,889.81 $0.00 $285,639.04 $341,640.96 46% $442,746.21 Materials & Services 5319 Office Supplies 22,000.00 .00 22,000.00 574.08 225.13 6,947.72 14,827.15 33 18,609.16 5329 Other Supplies .00 .00 .00 .00 .00 246.87 (246.87) 104.07 5414 Accounting/Auditing 25,000.00 .00 25,000.00 8,150.00 5,600.00 16,230.00 3,170.00 87 19,921.12 5417 HR/Other Employee Expenses .00 .00 .00 100.00 .00 100.00 (100.00) .00 5419 Other Professional Serv 30,000.00 .00 30,000.00 2,482.25 12,418.01 13,393.99 4,188.00 86 22,906.62 5421 Telephone/Data 3,000.00 .00 3,000.00 329.75 209.48 2,161.50 629.02 79 3,216.85 5422 Postage 3,800.00 .00 3,800.00 422.97 .00 1,836.13 1,963.87 48 3,376.32 5428 IT Support 69,300.00 .00 69,300.00 5,775.00 .00 40,425.00 28,875.00 58 64,680.00 5430 Red Light Camera Contract 180,000.00 .00 180,000.00 9,390.00 107,679.00 72,321.00 .00 100 190,248.00 5432 Meals 400.00 .00 400.00 .00 .00 149.82 250.18 37 287.10 5433 Mileage 650.00 .00 650.00 .00 .00 138.86 511.14 21 203.75 5439 Travel 800.00 .00 800.00 .00 .00 266.77 533.23 33 929.24 5446 Software Licenses 6,700.00 .00 6,700.00 .00 .00 5,268.58 1,431.42 79 5,503.36 5464 Workers' Comp 950.00 .00 950.00 79.17 .00 554.19 395.81 58 1,179.96 5491 Dues & Subscriptions 2,600.00 .00 2,600.00 555.00 .00 1,310.00 1,290.00 50 2,711.64 5492 Registrations/Training 15,000.00 .00 15,000.00 2,845.96 .00 5,823.24 9,176.76 39 3,288.90 5493 Printing/Binding 3,000.00 .00 3,000.00 .00 .00 55.00 2,945.00 2 3,231.92 5500 Banking Fees & Charges 66,160.00 .00 66,160.00 5,056.00 .00 30,264.12 35,895.88 46 18,252.35 Materials & Services Totals $429,360.00 $0.00 $429,360.00 $35,760.18 $126,131.62 $197,492.79 $105,735.59 75% $358,650.36 EXPENSE TOTALS $1,056,640.00 $0.00 $1,056,640.00 $76,649.99 $126,131.62 $483,131.83 $447,376.55 58% $801,396.57 Division 1511 - Finance Totals ($1,056,640.00) $0.00 ($1,056,640.00) ($76,649.99) ($126,131.62) ($483,131.83) ($447,376.55) 58% ($801,396.57) Division 1531 - City Recorder EXPENSE Personnel Services 5111 Regular Wages 66,520.00 .00 66,520.00 5,123.02 .00 35,808.01 30,711.99 54 68,672.87 5112 Part-Time Wages 10,120.00 .00 10,120.00 .00 .00 .00 10,120.00 0 .00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 4 of 57 42 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 101 - Administration Division 1531 - City Recorder EXPENSE Personnel Services 5121 Overtime .00 .00 .00 .00 .00 .00 .00 19.52 5211 OR Workers' Benefit 10.00 .00 10.00 .76 .00 6.68 3.32 67 16.35 5212 Social Security 6,080.00 .00 6,080.00 400.69 .00 2,801.65 3,278.35 46 5,481.77 5213 Med & Dent Ins 4,720.00 .00 4,720.00 412.64 .00 2,523.85 2,196.15 53 6,099.64 5214 5214.100 PERS - City 13,440.00 .00 13,440.00 884.08 .00 6,167.55 7,272.45 46 10,052.72 5214.600 PERS 6% 3,990.00 .00 3,990.00 318.20 .00 2,219.87 1,770.13 56 4,195.11 5214.800 DEFERED COMP - CITY 3,010.00 .00 3,010.00 180.36 .00 1,333.65 1,676.35 44 1,933.05 5214 - Totals $20,440.00 $0.00 $20,440.00 $1,382.64 $0.00 $9,721.07 $10,718.93 48% $16,180.88 5215 Long Term Disability Ins 110.00 .00 110.00 10.23 .00 62.13 47.87 56 130.56 5216 Unemployment Insurance 1,000.00 .00 1,000.00 66.60 .00 465.52 534.48 47 590.87 5217 Life Insurance 70.00 .00 70.00 6.60 .00 40.09 29.91 57 84.26 5218 Paid Family Leave Insurance 300.00 .00 300.00 19.56 .00 136.15 163.85 45 174.91 Personnel Services Totals $109,370.00 $0.00 $109,370.00 $7,422.74 $0.00 $51,565.15 $57,804.85 47% $97,451.63 Materials & Services 5319 Office Supplies 1,000.00 .00 1,000.00 121.44 .00 327.06 672.94 33 1,142.01 5419 Other Professional Serv 5,500.00 .00 5,500.00 8.44 40.88 5,010.62 448.50 92 180.90 5421 Telephone/Data 450.00 .00 450.00 44.36 .00 307.95 142.05 68 520.20 5422 Postage 200.00 .00 200.00 .63 .00 3.63 196.37 2 211.10 5428 IT Support 9,450.00 .00 9,450.00 787.50 .00 5,512.50 3,937.50 58 8,820.00 5432 Meals 300.00 .00 300.00 .00 .00 90.90 209.10 30 182.25 5433 Mileage 500.00 .00 500.00 .00 .00 64.85 435.15 13 461.64 5439 Travel 850.00 .00 850.00 .00 .00 769.06 80.94 90 524.45 5464 Workers' Comp 100.00 .00 100.00 8.33 .00 58.31 41.69 58 120.00 5471 Equipment Repair & Maint 920.00 .00 920.00 .00 .00 .00 920.00 0 .00 5491 Dues & Subscriptions 300.00 .00 300.00 80.00 .00 305.00 (5.00) 102 378.40 5492 Registrations/Training 3,000.00 .00 3,000.00 .00 .00 590.00 2,410.00 20 736.44 Materials & Services Totals $22,570.00 $0.00 $22,570.00 $1,050.70 $40.88 $13,039.88 $9,489.24 58% $13,277.39 EXPENSE TOTALS $131,940.00 $0.00 $131,940.00 $8,473.44 $40.88 $64,605.03 $67,294.09 49% $110,729.02 Division 1531 - City Recorder Totals ($131,940.00) $0.00 ($131,940.00) ($8,473.44) ($40.88) ($64,605.03) ($67,294.09) 49% ($110,729.02) Division 1611 - Human Resources EXPENSE Personnel Services 5111 Regular Wages 96,930.00 .00 96,930.00 7,444.81 .00 52,113.63 44,816.37 54 96,525.66 5112 Part-Time Wages 10,120.00 .00 10,120.00 .00 .00 .00 10,120.00 0 .00 5121 Overtime .00 .00 .00 .00 .00 .00 .00 16.96 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 5 of 57 43 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 101 - Administration Division 1611 - Human Resources EXPENSE Personnel Services 5211 OR Workers' Benefit 20.00 .00 20.00 1.01 .00 8.35 11.65 42 18.70 5212 Social Security 8,440.00 .00 8,440.00 583.48 .00 4,078.15 4,361.85 48 7,852.08 5213 Med & Dent Ins 11,700.00 .00 11,700.00 1,023.46 .00 6,285.56 5,414.44 54 12,858.04 5214 5214.100 PERS - City 18,810.00 .00 18,810.00 1,303.10 .00 9,121.70 9,688.30 48 14,682.90 5214.600 PERS 6% 5,810.00 .00 5,810.00 469.03 .00 3,283.22 2,526.78 57 6,114.66 5214.800 DEFERED COMP - CITY 4,850.00 .00 4,850.00 372.24 .00 2,605.68 2,244.32 54 4,738.89 5214 - Totals $29,470.00 $0.00 $29,470.00 $2,144.37 $0.00 $15,010.60 $14,459.40 51% $25,536.45 5215 Long Term Disability Ins 160.00 .00 160.00 14.15 .00 85.72 74.28 54 181.59 5216 Unemployment Insurance 1,400.00 .00 1,400.00 96.78 .00 677.46 722.54 48 834.97 5217 Life Insurance 100.00 .00 100.00 8.96 .00 54.31 45.69 54 115.10 5218 Paid Family Leave Insurance 430.00 .00 430.00 27.74 .00 193.65 236.35 45 241.75 Personnel Services Totals $158,770.00 $0.00 $158,770.00 $11,344.76 $0.00 $78,507.43 $80,262.57 49% $144,181.30 Materials & Services 5315 Computer Supplies 500.00 .00 500.00 .00 .00 .00 500.00 0 345.38 5319 Office Supplies 1,000.00 .00 1,000.00 .00 .00 256.53 743.47 26 521.00 5412 Legal 30,000.00 .00 30,000.00 .00 .00 .00 30,000.00 0 .00 5417 HR/Other Employee Expenses 3,500.00 .00 3,500.00 55.46 .00 3,250.28 249.72 93 2,305.89 5419 Other Professional Serv 32,000.00 .00 32,000.00 2,154.22 419.44 13,677.56 17,903.00 44 27,129.76 5421 Telephone/Data 800.00 .00 800.00 52.48 52.79 364.94 382.27 52 790.28 5422 Postage 30.00 .00 30.00 .00 .00 .00 30.00 0 6.04 5424 Advertising 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5428 IT Support 19,350.00 .00 19,350.00 1,612.50 .00 11,287.50 8,062.50 58 18,060.00 5433 Mileage 500.00 .00 500.00 .00 .00 161.07 338.93 32 336.33 5439 Travel 2,000.00 .00 2,000.00 779.27 .00 945.13 1,054.87 47 1,625.22 5464 Workers' Comp 390.00 .00 390.00 32.50 .00 227.50 162.50 58 420.00 5491 Dues & Subscriptions 4,000.00 .00 4,000.00 125.00 .00 125.00 3,875.00 3 2,977.46 5492 Registrations/Training 10,000.00 .00 10,000.00 .00 .00 1,955.00 8,045.00 20 2,314.00 Materials & Services Totals $104,570.00 $0.00 $104,570.00 $4,811.43 $472.23 $32,250.51 $71,847.26 31% $56,831.36 EXPENSE TOTALS $263,340.00 $0.00 $263,340.00 $16,156.19 $472.23 $110,757.94 $152,109.83 42% $201,012.66 Division 1611 - Human Resources Totals ($263,340.00) $0.00 ($263,340.00) ($16,156.19) ($472.23) ($110,757.94) ($152,109.83) 42% ($201,012.66) Department 101 - Administration Totals ($2,209,350.00) $0.00 ($2,209,350.00) ($152,780.28) ($131,611.34) ($1,079,350.99) ($998,387.67) 55% ($1,777,403.38) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 6 of 57 44 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 125 - Economic Development Division 1250 - Econ Dev EXPENSE Personnel Services 5111 Regular Wages 129,900.00 .00 129,900.00 9,885.87 .00 68,684.47 61,215.53 53 120,312.03 5112 Part-Time Wages .00 .00 .00 .00 .00 3,348.25 (3,348.25) .00 5121 Overtime .00 .00 .00 8.16 .00 795.51 (795.51) 139.91 5211 OR Workers' Benefit 30.00 .00 30.00 1.79 .00 16.37 13.63 55 26.00 5212 Social Security 10,330.00 .00 10,330.00 751.78 .00 5,555.69 4,774.31 54 9,733.97 5213 Med & Dent Ins 17,930.00 .00 17,930.00 1,601.94 .00 9,681.99 8,248.01 54 18,922.84 5214 5214.100 PERS - City 22,700.00 .00 22,700.00 1,716.04 .00 11,973.87 10,726.13 53 18,248.01 5214.600 PERS 6% 7,790.00 .00 7,790.00 617.63 .00 4,309.55 3,480.45 55 7,646.50 5214.800 DEFERED COMP - CITY 5,200.00 .00 5,200.00 399.94 .00 2,765.95 2,434.05 53 5,021.29 5214 - Totals $35,690.00 $0.00 $35,690.00 $2,733.61 $0.00 $19,049.37 $16,640.63 53% $30,915.80 5215 Long Term Disability Ins 240.00 .00 240.00 20.23 .00 123.32 116.68 51 220.34 5216 Unemployment Insurance 1,690.00 .00 1,690.00 128.57 .00 946.43 743.57 56 1,082.44 5217 Life Insurance 150.00 .00 150.00 12.96 .00 78.88 71.12 53 142.72 5218 Paid Family Leave Insurance 520.00 .00 520.00 35.16 .00 266.04 253.96 51 282.21 Personnel Services Totals $196,480.00 $0.00 $196,480.00 $15,180.07 $0.00 $108,546.32 $87,933.68 55% $181,778.26 Materials & Services 5315 Computer Supplies 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5319 Office Supplies 26,700.00 .00 26,700.00 99.63 .00 1,178.38 25,521.62 4 8,121.63 5329 Other Supplies .00 .00 .00 4,982.98 .00 8,955.94 (8,955.94) .00 5419 Other Professional Serv 242,000.00 .00 242,000.00 3,597.57 4,715.44 68,170.96 169,113.60 30 69,848.51 5421 Telephone/Data 2,200.00 .00 2,200.00 221.05 34.64 1,544.36 621.00 72 2,474.28 5422 Postage 300.00 .00 300.00 .00 .00 .63 299.37 0 27.01 5428 IT Support 16,500.00 .00 16,500.00 1,375.00 .00 9,625.00 6,875.00 58 4,200.00 5432 Meals 500.00 .00 500.00 .00 .00 457.92 42.08 92 2,661.45 5433 Mileage 850.00 .00 850.00 .00 .00 310.47 539.53 37 .00 5439 Travel 2,500.00 .00 2,500.00 .00 .00 580.32 1,919.68 23 2,168.69 5464 Workers' Comp 220.00 .00 220.00 18.33 .00 128.31 91.69 58 240.00 5491 Dues & Subscriptions 9,690.00 .00 9,690.00 442.87 .00 8,967.34 722.66 93 8,994.63 5492 Registrations/Training 6,900.00 .00 6,900.00 200.00 .00 4,387.99 2,512.01 64 3,923.22 5520 Grant Program 325,000.00 .00 325,000.00 .00 .00 .00 325,000.00 0 65.00 Materials & Services Totals $633,860.00 $0.00 $633,860.00 $10,937.43 $4,750.08 $104,307.62 $524,802.30 17% $102,724.42 EXPENSE TOTALS $830,340.00 $0.00 $830,340.00 $26,117.50 $4,750.08 $212,853.94 $612,735.98 26% $284,502.68 Division 1250 - Econ Dev Totals ($830,340.00) $0.00 ($830,340.00) ($26,117.50) ($4,750.08) ($212,853.94) ($612,735.98) 26% ($284,502.68) Department 125 - Economic Development Totals ($830,340.00) $0.00 ($830,340.00) ($26,117.50) ($4,750.08) ($212,853.94) ($612,735.98) 26% ($284,502.68) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 7 of 57 45 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 199 - Non-departmental Division 1219 - Other Administration EXPENSE Materials & Services 5319 Office Supplies 8,500.00 .00 8,500.00 .00 1,668.12 16,950.10 (10,118.22) 219 11,635.95 5329 Other Supplies 6,000.00 .00 6,000.00 51.94 .00 1,462.94 4,537.06 24 4,368.41 5417 HR/Other Employee Expenses 1,000.00 .00 1,000.00 .00 .00 3,935.35 (2,935.35) 394 61.14 5419 5419 Other Professional Serv 257,000.00 260,000.00 517,000.00 29,043.97 258,457.53 212,503.70 46,038.77 91 156,556.21 5419.201 ToT Grants 65,000.00 .00 65,000.00 .00 .00 65,000.00 .00 100 60,000.00 5419.723 Rental Assistance Program .00 .00 .00 .00 .00 .00 .00 69,159.69 5419 - Totals $322,000.00 $260,000.00 $582,000.00 $29,043.97 $258,457.53 $277,503.70 $46,038.77 92% $285,715.90 5422 Postage 1,700.00 .00 1,700.00 265.25 .00 1,339.25 360.75 79 1,762.05 5425 Publication of Legal Note 2,000.00 .00 2,000.00 923.79 .00 923.79 1,076.21 46 .00 5429 Other Communication Serv 12,500.00 .00 12,500.00 .00 .00 5,988.00 6,512.00 48 7,225.00 5432 Meals .00 .00 .00 .00 .00 .00 .00 543.00 5449 Leases - Other .00 .00 .00 1,245.96 1,668.12 2,592.86 (4,260.98) 411.90 5459 5459 Other Utilities .00 .00 .00 .00 .00 .00 .00 1,800.00 5459.001 CRC Expenses 100,000.00 .00 100,000.00 3,196.44 5,878.84 17,171.01 76,950.15 23 50,655.90 5459 - Totals $100,000.00 $0.00 $100,000.00 $3,196.44 $5,878.84 $17,171.01 $76,950.15 23% $52,455.90 5463 Property/Earthquake Insurance 16,680.00 .00 16,680.00 1,390.00 .00 9,730.00 6,950.00 58 16,410.00 5465 General Liability Insurance 50,100.00 .00 50,100.00 4,175.00 .00 29,225.00 20,875.00 58 49,440.00 5481 Utility Assistance Program 40,000.00 .00 40,000.00 5,000.00 .00 25,000.00 15,000.00 62 25,000.00 5491 Dues & Subscriptions 40,000.00 .00 40,000.00 .00 .00 39,344.16 655.84 98 37,184.68 5492 Registrations/Training 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 .00 5520 Grant Program 482,200.00 450,000.00 932,200.00 64,967.75 .00 184,760.75 747,439.25 20 779,820.48 Materials & Services Totals $1,084,680.00 $710,000.00 $1,794,680.00 $110,260.10 $267,672.61 $615,926.91 $911,080.48 49% $1,272,034.41 EXPENSE TOTALS $1,084,680.00 $710,000.00 $1,794,680.00 $110,260.10 $267,672.61 $615,926.91 $911,080.48 49% $1,272,034.41 Division 1219 - Other Administration Totals ($1,084,680.00) ($710,000.00) ($1,794,680.00) ($110,260.10) ($267,672.61) ($615,926.91) ($911,080.48) 49% ($1,272,034.41) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.110 Transfer to Transit 100,000.00 .00 100,000.00 8,333.33 .00 58,333.31 41,666.69 58 150,000.00 5811.358 Transfer to General Cap Const Fund 66,470.00 .00 66,470.00 .00 .00 20,610.00 45,860.00 31 515,224.00 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 123,740.04 5811 - Totals $166,470.00 $0.00 $166,470.00 $8,333.33 $0.00 $78,943.31 $87,526.69 47% $788,964.04 Transfers Out Totals $166,470.00 $0.00 $166,470.00 $8,333.33 $0.00 $78,943.31 $87,526.69 47% $788,964.04 EXPENSE TOTALS $166,470.00 $0.00 $166,470.00 $8,333.33 $0.00 $78,943.31 $87,526.69 47% $788,964.04 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 8 of 57 46 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 199 - Non-departmental Division 9711 - Operating Transfer Out Totals ($166,470.00) $0.00 ($166,470.00) ($8,333.33) $0.00 ($78,943.31) ($87,526.69) 47% ($788,964.04) Department 199 - Non-departmental Totals ($1,251,150.00) ($710,000.00) ($1,961,150.00) ($118,593.43) ($267,672.61) ($694,870.22) ($998,607.17) 49% ($2,060,998.45) Department 211 - Police Division 2111 - Patrol EXPENSE Personnel Services 5111 Regular Wages 4,724,300.00 .00 4,724,300.00 360,120.36 .00 2,503,753.23 2,220,546.77 53 4,376,450.69 5112 Part-Time Wages 21,730.00 .00 21,730.00 1,629.08 .00 14,849.84 6,880.16 68 14,700.66 5121 Overtime 191,130.00 .00 191,130.00 15,905.40 .00 148,071.66 43,058.34 77 235,331.72 5211 OR Workers' Benefit 1,000.00 .00 1,000.00 62.88 .00 496.54 503.46 50 955.03 5212 Social Security 382,120.00 .00 382,120.00 28,576.75 .00 201,655.33 180,464.67 53 362,786.97 5213 Med & Dent Ins 950,900.00 .00 950,900.00 86,157.33 .00 477,173.40 473,726.60 50 857,093.92 5214 5214.100 PERS - City 1,060,480.00 .00 1,060,480.00 80,292.48 .00 573,596.96 486,883.04 54 908,125.64 5214.600 PERS 6% 294,910.00 .00 294,910.00 22,042.66 .00 156,733.65 138,176.35 53 277,172.34 5214.800 DEFERED COMP - CITY 75,780.00 .00 75,780.00 4,825.34 .00 33,072.34 42,707.66 44 58,046.04 5214 - Totals $1,431,170.00 $0.00 $1,431,170.00 $107,160.48 $0.00 $763,402.95 $667,767.05 53% $1,243,344.02 5215 Long Term Disability Ins 8,220.00 .00 8,220.00 714.85 .00 4,314.42 3,905.58 52 7,984.64 5216 Unemployment Insurance 64,160.00 .00 64,160.00 4,909.51 .00 34,666.92 29,493.08 54 39,594.71 5217 Life Insurance 5,750.00 .00 5,750.00 482.24 .00 2,905.32 2,844.68 51 5,409.69 5218 Paid Family Leave Insurance 19,780.00 .00 19,780.00 1,346.00 .00 9,679.09 10,100.91 49 10,897.64 Personnel Services Totals $7,800,260.00 $0.00 $7,800,260.00 $607,064.88 $0.00 $4,160,968.70 $3,639,291.30 53% $7,154,549.69 Materials & Services 5319 Office Supplies 7,500.00 .00 7,500.00 957.43 132.42 4,995.28 2,372.30 68 7,456.79 5323 Fuel 90,000.00 .00 90,000.00 8,132.19 .00 42,702.61 47,297.39 47 77,345.45 5324 Clothing 42,400.00 .00 42,400.00 3,395.49 441.07 25,137.86 16,821.07 60 47,903.06 5326 Safety/Medical 4,000.00 .00 4,000.00 45.00 .00 550.70 3,449.30 14 4,086.37 5329 Other Supplies 28,000.00 .00 28,000.00 1,808.24 .00 22,295.58 5,704.42 80 22,706.44 5351 Ammunition 25,000.00 .00 25,000.00 .00 .00 28,032.95 (3,032.95) 112 23,521.11 5400 Code Abatement 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 .00 5415 Computer 120,000.00 .00 120,000.00 375.00 11,270.58 41,187.16 67,542.26 44 33,903.67 5417 HR/Other Employee Expenses 10,000.00 .00 10,000.00 .00 .00 4,523.50 5,476.50 45 10,407.97 5419 Other Professional Serv 26,000.00 .00 26,000.00 2,811.59 404.51 15,431.36 10,164.13 61 48,985.71 5420 Investigation Expenses 7,500.00 .00 7,500.00 .00 .00 .00 7,500.00 0 4,279.95 5421 Telephone/Data 35,000.00 .00 35,000.00 3,355.93 995.00 23,516.96 10,488.04 70 40,459.45 5422 Postage 8,000.00 .00 8,000.00 1,090.74 48.51 4,472.38 3,479.11 57 4,959.85 5424 Advertising 1,000.00 .00 1,000.00 .00 .00 607.39 392.61 61 205.00 5426 Contract Networks 10,000.00 .00 10,000.00 .00 .00 10,000.00 .00 100 9,828.14 5428 IT Support 498,010.00 .00 498,010.00 41,500.83 .00 290,505.81 207,504.19 58 444,969.96 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 9 of 57 47 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 211 - Police Division 2111 - Patrol EXPENSE Materials & Services 5429 Other Communication Serv 537,200.00 .00 537,200.00 44,758.85 179,035.42 358,070.80 93.78 100 519,037.99 5432 Meals .00 .00 .00 .00 .00 .00 .00 16.99 5439 Travel 22,000.00 .00 22,000.00 344.18 .00 10,013.93 11,986.07 46 20,511.89 5443 Office Equipment 4,500.00 .00 4,500.00 89.94 .00 2,777.54 1,722.46 62 2,143.14 5444 Leases - Vehicle 238,000.00 .00 238,000.00 .00 .00 193,434.75 44,565.25 81 188,421.95 5449 Leases - Other 86,860.00 .00 86,860.00 194.84 822.07 85,323.95 713.98 99 84,358.05 5451 Natural Gas 6,000.00 .00 6,000.00 1,149.80 .00 3,733.61 2,266.39 62 4,520.62 5452 Water/Sewer 900.00 .00 900.00 .00 .00 .00 900.00 0 .00 5453 Electricity 62,500.00 .00 62,500.00 5,303.47 .00 30,441.12 32,058.88 49 63,756.30 5461 Auto Insurance 29,280.00 .00 29,280.00 2,440.00 .00 17,080.00 12,200.00 58 30,810.00 5463 Property/Earthquake Insurance 10,390.00 .00 10,390.00 865.83 .00 6,060.81 4,329.19 58 10,419.96 5464 Workers' Comp 106,100.00 .00 106,100.00 8,841.68 .00 61,891.76 44,208.24 58 124,819.92 5465 General Liability Insurance 100,780.00 .00 100,780.00 8,398.34 .00 58,788.38 41,991.62 58 97,320.00 5471 Equipment Repair & Maint 35,000.00 .00 35,000.00 .00 .00 7,451.12 27,548.88 21 7,356.59 5472 Buildings Repairs & Maint 23,100.00 .00 23,100.00 2,159.50 6,585.00 17,593.49 (1,078.49) 105 36,108.95 5475 Vehicle Repair & Maint 45,000.00 .00 45,000.00 2,935.89 131.00 18,902.65 25,966.35 42 42,849.42 5492 Registrations/Training 35,500.00 .00 35,500.00 4,291.63 .00 36,382.34 (882.34) 102 28,833.38 5493 Printing/Binding 11,000.00 .00 11,000.00 .00 .00 2,383.00 8,617.00 22 4,902.65 Materials & Services Totals $2,269,520.00 $0.00 $2,269,520.00 $145,246.39 $199,865.58 $1,424,288.79 $645,365.63 72% $2,047,206.72 Capital Outlay 5641 Office Furniture & Equip 30,000.00 .00 30,000.00 .00 .00 .00 30,000.00 0 .00 Capital Outlay Totals $30,000.00 $0.00 $30,000.00 $0.00 $0.00 $0.00 $30,000.00 0% $0.00 EXPENSE TOTALS $10,099,780.00 $0.00 $10,099,780.00 $752,311.27 $199,865.58 $5,585,257.49 $4,314,656.93 57% $9,201,756.41 Division 2111 - Patrol Totals ($10,099,780.00) $0.00 ($10,099,780.00) ($752,311.27) ($199,865.58) ($5,585,257.49) ($4,314,656.93) 57% ($9,201,756.41) Department 211 - Police Totals ($10,099,780.00) $0.00 ($10,099,780.00) ($752,311.27) ($199,865.58) ($5,585,257.49) ($4,314,656.93) 57% ($9,201,756.41) Department 411 - Community Services Division 3199 - Library Administration EXPENSE Personnel Services 5111 Regular Wages 355,500.00 .00 355,500.00 28,739.68 .00 190,378.61 165,121.39 54 339,712.20 5112 Part-Time Wages 125,330.00 .00 125,330.00 8,336.01 .00 59,285.12 66,044.88 47 85,085.69 5121 Overtime .00 .00 .00 .00 .00 99.46 (99.46) 24.46 5211 OR Workers' Benefit 170.00 .00 170.00 10.93 .00 83.95 86.05 49 153.55 5212 Social Security 37,120.00 .00 37,120.00 2,773.06 .00 18,796.76 18,323.24 51 33,654.00 5213 Med & Dent Ins 52,030.00 .00 52,030.00 7,133.20 .00 35,254.04 16,775.96 68 53,246.84 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 10 of 57 48 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 3199 - Library Administration EXPENSE Personnel Services 5214 5214 Retirement .00 .00 .00 .00 .00 .00 .00 (1,175.46) 5214.100 PERS - City 84,530.00 .00 84,530.00 6,280.16 .00 42,069.72 42,460.28 50 61,045.54 5214.600 PERS 6% 21,330.00 .00 21,330.00 1,739.90 .00 11,523.19 9,806.81 54 17,664.68 5214.800 DEFERED COMP - CITY 4,710.00 .00 4,710.00 364.04 .00 2,520.10 2,189.90 54 4,561.06 5214 - Totals $110,570.00 $0.00 $110,570.00 $8,384.10 $0.00 $56,113.01 $54,456.99 51% $82,095.82 5215 Long Term Disability Ins 640.00 .00 640.00 58.32 .00 340.32 299.68 53 644.38 5216 Unemployment Insurance 6,240.00 .00 6,240.00 482.00 .00 3,247.01 2,992.99 52 3,648.64 5217 Life Insurance 400.00 .00 400.00 37.69 .00 219.90 180.10 55 416.66 5218 Paid Family Leave Insurance 1,920.00 .00 1,920.00 139.95 .00 956.83 963.17 50 1,088.32 Personnel Services Totals $689,920.00 $0.00 $689,920.00 $56,094.94 $0.00 $364,775.01 $325,144.99 53% $599,770.56 Materials & Services 5319 Office Supplies 3,560.00 .00 3,560.00 278.49 .00 1,388.61 2,171.39 39 2,760.32 5323 Fuel 3,000.00 .00 3,000.00 .00 .00 232.71 2,767.29 8 .00 5340 Print Materials - Teen 3,800.00 .00 3,800.00 1,278.26 24.65 2,464.72 1,310.63 66 3,218.00 5341 Print Materials - Adult 24,500.00 .00 24,500.00 1,685.84 715.49 13,996.86 9,787.65 60 16,377.92 5342 Print Materials - Child 13,500.00 .00 13,500.00 3,422.18 132.42 9,404.90 3,962.68 71 15,031.19 5345 5345 Audiovisual Materials - Adult 7,000.00 .00 7,000.00 314.87 69.72 1,487.96 5,442.32 22 4,886.23 5345.001 Audiovisual Materials - Child 2,000.00 .00 2,000.00 68.22 .00 1,160.46 839.54 58 2,025.15 5345.002 Audiovisual Materials - Teen 1,000.00 .00 1,000.00 .00 .00 167.93 832.07 17 669.63 5345 - Totals $10,000.00 $0.00 $10,000.00 $383.09 $69.72 $2,816.35 $7,113.93 29% $7,581.01 5347 5347.002 Program Supplies - Adult 2,000.00 .00 2,000.00 180.75 .00 1,497.30 502.70 75 4,652.85 5347.003 Program Supplies - Child 10,500.00 .00 10,500.00 1,143.92 40.00 4,647.54 5,812.46 45 10,784.93 5347.004 Program Supplies - Technical Services 5,000.00 .00 5,000.00 .00 .00 1,117.43 3,882.57 22 4,613.47 5347.005 Program Supplies - Teen 2,000.00 .00 2,000.00 189.11 .00 332.47 1,667.53 17 .00 5347 - Totals $19,500.00 $0.00 $19,500.00 $1,513.78 $40.00 $7,594.74 $11,865.26 39% $20,051.25 5349 Periodicals - Adult 3,380.00 .00 3,380.00 .00 .00 60.00 3,320.00 2 3,035.34 5350 Periodicals - Child 250.00 .00 250.00 .00 .00 .00 250.00 0 182.44 5419 Other Professional Serv 1,500.00 .00 1,500.00 148.42 221.86 666.12 612.02 59 1,257.76 5421 Telephone/Data 2,500.00 .00 2,500.00 247.24 296.91 1,550.34 652.75 74 2,653.03 5422 Postage 230.00 .00 230.00 .00 .00 97.10 132.90 42 355.97 5424 Advertising 630.00 .00 630.00 .00 .00 405.48 224.52 64 349.99 5428 IT Support 103,500.00 .00 103,500.00 8,625.00 .00 60,375.00 43,125.00 58 97,020.00 5432 Meals 300.00 .00 300.00 .00 .00 .00 300.00 0 149.00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 11 of 57 49 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 3199 - Library Administration EXPENSE Materials & Services 5433 Mileage 200.00 .00 200.00 .00 .00 .00 200.00 0 218.75 5439 Travel 1,500.00 .00 1,500.00 .00 .00 1,212.08 287.92 81 1,678.91 5443 Office Equipment 3,500.00 .00 3,500.00 .00 524.25 929.57 2,046.18 42 3,369.30 5451 Natural Gas 4,750.00 .00 4,750.00 1,120.70 .00 2,194.64 2,555.36 46 3,160.42 5453 Electricity 54,500.00 .00 54,500.00 3,438.92 .00 20,987.13 33,512.87 39 55,066.85 5461 Auto Insurance 490.00 .00 490.00 40.83 .00 285.81 204.19 58 .00 5463 Property/Earthquake Insurance 13,360.00 .00 13,360.00 1,113.33 .00 7,793.31 5,566.69 58 13,310.04 5464 Workers' Comp 520.00 .00 520.00 43.33 .00 303.31 216.69 58 510.00 5465 General Liability Insurance 9,470.00 .00 9,470.00 789.17 .00 5,524.19 3,945.81 58 8,829.96 5471 Equipment Repair & Maint 3,850.00 .00 3,850.00 .00 715.19 .00 3,134.81 19 2,725.38 5472 5472 Buildings Repairs & Maint 24,000.00 .00 24,000.00 .00 1,500.00 10,335.73 12,164.27 49 13,389.91 5472.001 Fixture Repair 5,090.00 .00 5,090.00 429.98 .00 429.98 4,660.02 8 3,293.69 5472 - Totals $29,090.00 $0.00 $29,090.00 $429.98 $1,500.00 $10,765.71 $16,824.29 42% $16,683.60 5475 Vehicle Repair & Maint 2,000.00 .00 2,000.00 519.48 131.56 519.48 1,348.96 33 1,007.69 5491 Dues & Subscriptions 400.00 .00 400.00 .00 .00 364.00 36.00 91 500.00 5492 Registrations/Training 1,120.00 .00 1,120.00 59.99 .00 1,466.99 (346.99) 131 951.99 5499 5499.001 Reg Lib Sv 1,000.00 .00 1,000.00 49.25 .00 226.55 773.45 23 108.45 5499 - Totals $1,000.00 $0.00 $1,000.00 $49.25 $0.00 $226.55 $773.45 23% $108.45 5500 Banking Fees & Charges .00 .00 .00 .00 .00 .00 .00 299.00 Materials & Services Totals $315,900.00 $0.00 $315,900.00 $25,187.28 $4,372.05 $153,625.70 $157,902.25 50% $278,443.56 Capital Outlay 5642 Passenger Vehicles .00 .00 .00 .00 .00 .00 .00 28,492.69 Capital Outlay Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $28,492.69 EXPENSE TOTALS $1,005,820.00 $0.00 $1,005,820.00 $81,282.22 $4,372.05 $518,400.71 $483,047.24 52% $906,706.81 Division 3199 - Library Administration Totals ($1,005,820.00) $0.00 ($1,005,820.00) ($81,282.22) ($4,372.05) ($518,400.71) ($483,047.24) 52% ($906,706.81) Division 7419 - Aquatics Administration EXPENSE Personnel Services 5111 Regular Wages 72,080.00 .00 72,080.00 5,565.88 .00 40,475.43 31,604.57 56 72,078.90 5112 5112 Part-Time Wages 21,670.00 .00 21,670.00 1,916.11 .00 14,146.85 7,523.15 65 20,105.54 5112.011 Instruction Wages 40,860.00 .00 40,860.00 492.00 .00 5,671.50 35,188.50 14 5,899.58 5112.012 Lifeguarding Wages 128,890.00 .00 128,890.00 5,333.77 .00 58,793.03 70,096.97 46 83,569.84 5112.014 Administration Wages .00 .00 .00 .00 .00 .00 .00 716.65 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 12 of 57 50 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 7419 - Aquatics Administration EXPENSE Personnel Services 5112 5112.015 Pool Operator Custodial) Wages 10,320.00 .00 10,320.00 .00 .00 .00 10,320.00 0 .00 5112.016 Water Fitness Instructor Wages 28,900.00 .00 28,900.00 2,159.69 .00 17,507.02 11,392.98 61 31,779.55 5112.017 Head Lifeguard Wages 43,120.00 .00 43,120.00 3,224.40 .00 17,078.49 26,041.51 40 14,295.19 5112 - Totals $273,760.00 $0.00 $273,760.00 $13,125.97 $0.00 $113,196.89 $160,563.11 41% $156,366.35 5211 OR Workers' Benefit 210.00 .00 210.00 8.87 .00 85.36 124.64 41 127.36 5212 Social Security 26,720.00 .00 26,720.00 1,438.20 .00 11,796.89 14,923.11 44 17,928.92 5213 Med & Dent Ins 17,510.00 .00 17,510.00 1,631.96 .00 9,554.56 7,955.44 55 16,642.74 5214 5214.100 PERS - City 60,180.00 .00 60,180.00 2,038.64 .00 13,180.03 46,999.97 22 19,877.88 5214.600 PERS 6% 4,320.00 .00 4,320.00 349.28 .00 2,444.96 1,875.04 57 3,937.68 5214.800 DEFERED COMP - CITY 3,600.00 .00 3,600.00 277.20 .00 1,940.40 1,659.60 54 3,554.62 5214 - Totals $68,100.00 $0.00 $68,100.00 $2,665.12 $0.00 $17,565.39 $50,534.61 26% $27,370.18 5215 Long Term Disability Ins 130.00 .00 130.00 11.43 .00 69.48 60.52 53 132.94 5216 Unemployment Insurance 4,500.00 .00 4,500.00 242.99 .00 1,997.84 2,502.16 44 2,003.68 5217 Life Insurance 90.00 .00 90.00 7.38 .00 44.84 45.16 50 85.96 5218 Paid Family Leave Insurance 1,400.00 .00 1,400.00 72.90 .00 601.06 798.94 43 558.01 Personnel Services Totals $464,500.00 $0.00 $464,500.00 $24,770.70 $0.00 $195,387.74 $269,112.26 42% $293,295.04 Materials & Services 5319 Office Supplies 1,500.00 .00 1,500.00 193.60 .00 1,894.15 (394.15) 126 2,054.76 5326 Safety/Medical 2,000.00 .00 2,000.00 46.19 .00 982.24 1,017.76 49 1,867.77 5327 Chemicals 19,000.00 .00 19,000.00 1,859.72 .00 12,576.72 6,423.28 66 18,725.34 5329 Other Supplies 2,500.00 .00 2,500.00 50.66 .00 464.62 2,035.38 19 5,010.56 5390 Merchandise 8,500.00 .00 8,500.00 .00 .00 1,451.57 7,048.43 17 3,626.30 5391 Inventory 13,000.00 .00 13,000.00 355.49 .00 5,032.81 7,967.19 39 9,798.19 5419 Other Professional Serv 20,000.00 .00 20,000.00 1,572.85 1,423.00 9,746.10 8,830.90 56 16,606.84 5421 Telephone/Data 1,200.00 .00 1,200.00 130.70 52.79 777.14 370.07 69 1,342.09 5422 Postage 100.00 .00 100.00 .00 .00 .00 100.00 0 54.95 5424 Advertising 6,000.00 .00 6,000.00 57.01 .00 230.71 5,769.29 4 9,600.14 5428 IT Support 19,800.00 .00 19,800.00 1,650.00 .00 11,550.00 8,250.00 58 18,480.00 5433 Mileage 500.00 .00 500.00 .00 .00 43.23 456.77 9 .00 5439 Travel 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5451 Natural Gas 60,000.00 .00 60,000.00 4,860.67 .00 24,195.91 35,804.09 40 54,192.36 5453 Electricity 51,150.00 .00 51,150.00 3,925.29 .00 20,698.67 30,451.33 40 46,322.18 5463 Property/Earthquake Insurance 11,230.00 .00 11,230.00 935.83 .00 6,550.81 4,679.19 58 11,190.00 5464 Workers' Comp 10,390.00 .00 10,390.00 865.83 .00 6,060.81 4,329.19 58 9,050.04 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 13 of 57 51 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 7419 - Aquatics Administration EXPENSE Materials & Services 5465 General Liability Insurance 4,840.00 .00 4,840.00 403.33 .00 2,823.31 2,016.69 58 3,800.04 5471 Equipment Repair & Maint 15,000.00 .00 15,000.00 42.83 .00 1,705.53 13,294.47 11 1,841.74 5472 Buildings Repairs & Maint 45,000.00 .00 45,000.00 1,954.23 .00 15,038.56 29,961.44 33 19,252.67 5491 Dues & Subscriptions 1,000.00 .00 1,000.00 .00 .00 387.99 612.01 39 2,407.66 5492 Registrations/Training 6,000.00 .00 6,000.00 250.00 .00 3,130.00 2,870.00 52 5,294.00 5498 Permits/Fees 1,500.00 .00 1,500.00 .00 .00 1,796.00 (296.00) 120 1,141.40 Materials & Services Totals $300,710.00 $0.00 $300,710.00 $19,154.23 $1,475.79 $127,136.88 $172,097.33 43% $241,659.03 EXPENSE TOTALS $765,210.00 $0.00 $765,210.00 $43,924.93 $1,475.79 $322,524.62 $441,209.59 42% $534,954.07 Division 7419 - Aquatics Administration Totals ($765,210.00) $0.00 ($765,210.00) ($43,924.93) ($1,475.79) ($322,524.62) ($441,209.59) 42% ($534,954.07) Division 7429 - Rec Administration EXPENSE Personnel Services 5111 Regular Wages 69,500.00 .00 69,500.00 3,068.57 .00 22,891.08 46,608.92 33 60,449.50 5112 Part-Time Wages 29,970.00 .00 29,970.00 47.20 .00 5,013.06 24,956.94 17 5,305.63 5121 Overtime .00 .00 .00 4.41 .00 424.75 (424.75) 890.74 5211 OR Workers' Benefit 40.00 .00 40.00 .73 .00 10.69 29.31 27 28.34 5212 Social Security 7,840.00 .00 7,840.00 237.41 .00 2,156.53 5,683.47 28 5,285.71 5213 Med & Dent Ins 24,940.00 .00 24,940.00 159.08 .00 930.88 24,009.12 4 687.61 5214 5214.100 PERS - City 17,190.00 .00 17,190.00 512.27 .00 3,886.74 13,303.26 23 8,668.97 5214.600 PERS 6% 4,170.00 .00 4,170.00 184.38 .00 1,398.98 2,771.02 34 3,603.93 5214.800 DEFERED COMP - CITY 3,050.00 .00 3,050.00 .00 .00 .00 3,050.00 0 .00 5214 - Totals $24,410.00 $0.00 $24,410.00 $696.65 $0.00 $5,285.72 $19,124.28 22% $12,272.90 5215 Long Term Disability Ins 130.00 .00 130.00 11.14 .00 70.49 59.51 54 121.43 5216 Unemployment Insurance 1,290.00 .00 1,290.00 40.57 .00 368.26 921.74 29 571.17 5217 Life Insurance 80.00 .00 80.00 7.21 .00 45.55 34.45 57 78.76 5218 Paid Family Leave Insurance 390.00 .00 390.00 12.42 .00 112.79 277.21 29 174.87 Personnel Services Totals $158,590.00 $0.00 $158,590.00 $4,285.39 $0.00 $37,309.80 $121,280.20 24% $85,866.66 Materials & Services 5319 Office Supplies 200.00 .00 200.00 .00 .00 .00 200.00 0 2,346.33 5329 5329 Other Supplies .00 .00 .00 .00 .00 12,532.06 (12,532.06) 904.37 5329.100 Events 37,500.00 .00 37,500.00 .00 .00 30,799.64 6,700.36 82 37,825.45 5329.200 Youth Sports 10,000.00 .00 10,000.00 .00 1,750.00 3,249.09 5,000.91 50 8,899.92 5329.300 Adult Sports 2,500.00 .00 2,500.00 .00 .00 375.94 2,124.06 15 1,088.56 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 14 of 57 52 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 7429 - Rec Administration EXPENSE Materials & Services 5329 5329.405 Fiesta Services 142,000.00 .00 142,000.00 .00 4,015.38 114,996.78 22,987.84 84 149,512.05 5329.600 Rec Admin 4,000.00 .00 4,000.00 54.73 .00 1,240.68 2,759.32 31 5,091.61 5329.700 Arts & Culture 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 531.58 5329.800 Active Adult 2,000.00 .00 2,000.00 .00 .00 1,280.00 720.00 64 130.20 5329 - Totals $201,000.00 $0.00 $201,000.00 $54.73 $5,765.38 $164,474.19 $30,760.43 85% $203,983.74 5409 5409.140 Garage Services 3,000.00 .00 3,000.00 .00 .00 25.28 2,974.72 1 181.12 5409 - Totals $3,000.00 $0.00 $3,000.00 $0.00 $0.00 $25.28 $2,974.72 1% $181.12 5419 5419 Other Professional Serv .00 .00 .00 .00 .00 435.99 (435.99) .00 5419.101 Contract Svcs Teen Center 45,000.00 .00 45,000.00 .00 .00 7,500.00 37,500.00 17 45,000.00 5419 - Totals $45,000.00 $0.00 $45,000.00 $0.00 $0.00 $7,935.99 $37,064.01 18% $45,000.00 5421 Telephone/Data 1,500.00 .00 1,500.00 13.00 69.61 88.64 1,341.75 11 768.12 5424 Advertising 1,000.00 .00 1,000.00 .00 .00 909.26 90.74 91 2,488.14 5428 IT Support 20,550.00 .00 20,550.00 1,712.50 .00 11,987.50 8,562.50 58 23,100.00 5432 Meals 300.00 .00 300.00 .00 .00 .00 300.00 0 198.93 5439 Travel 300.00 .00 300.00 .00 .00 790.00 (490.00) 263 1,515.25 5451 Natural Gas 2,200.00 .00 2,200.00 495.95 .00 1,205.69 994.31 55 3,669.23 5453 Electricity 4,950.00 .00 4,950.00 543.34 .00 2,638.02 2,311.98 53 6,976.89 5461 Auto Insurance 4,480.00 .00 4,480.00 373.33 .00 2,613.31 1,866.69 58 5,289.96 5464 Workers' Comp 2,470.00 .00 2,470.00 205.83 .00 1,440.81 1,029.19 58 2,439.96 5465 General Liability Insurance 1,190.00 .00 1,190.00 99.17 .00 694.19 495.81 58 .00 5472 Buildings Repairs & Maint 1,750.00 .00 1,750.00 .00 .00 .00 1,750.00 0 299.55 5475 Vehicle Repair & Maint 1,500.00 .00 1,500.00 .00 .00 .00 1,500.00 0 .00 5492 Registrations/Training 2,000.00 .00 2,000.00 250.00 .00 250.00 1,750.00 12 1,149.66 Materials & Services Totals $293,390.00 $0.00 $293,390.00 $3,747.85 $5,834.99 $195,052.88 $92,502.13 68% $299,406.88 EXPENSE TOTALS $451,980.00 $0.00 $451,980.00 $8,033.24 $5,834.99 $232,362.68 $213,782.33 53% $385,273.54 Division 7429 - Rec Administration Totals ($451,980.00) $0.00 ($451,980.00) ($8,033.24) ($5,834.99) ($232,362.68) ($213,782.33) 53% ($385,273.54) Division 7511 - Museum EXPENSE Personnel Services 5111 Regular Wages 12,680.00 .00 12,680.00 .00 .00 2,597.33 10,082.67 20 .00 5112 Part-Time Wages 16,770.00 .00 16,770.00 1,012.54 .00 6,971.91 9,798.09 42 .00 5211 OR Workers' Benefit 10.00 .00 10.00 .51 .00 4.56 5.44 46 .00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 15 of 57 53 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 7511 - Museum EXPENSE Personnel Services 5212 Social Security 2,250.00 .00 2,250.00 77.46 .00 729.28 1,520.72 32 .00 5213 Med & Dent Ins 1,740.00 .00 1,740.00 .00 .00 208.29 1,531.71 12 .00 5214 5214.100 PERS - City 4,910.00 .00 4,910.00 .00 .00 429.66 4,480.34 9 .00 5214.600 PERS 6% 760.00 .00 760.00 .00 .00 154.66 605.34 20 .00 5214 - Totals $5,670.00 $0.00 $5,670.00 $0.00 $0.00 $584.32 $5,085.68 10% $0.00 5215 Long Term Disability Ins 20.00 .00 20.00 .00 .00 1.99 18.01 10 .00 5216 Unemployment Insurance 380.00 .00 380.00 13.16 .00 124.37 255.63 33 .00 5217 Life Insurance 10.00 .00 10.00 .00 .00 1.28 8.72 13 .00 5218 Paid Family Leave Insurance 120.00 .00 120.00 4.05 .00 37.48 82.52 31 .00 Personnel Services Totals $39,650.00 $0.00 $39,650.00 $1,107.72 $0.00 $11,260.81 $28,389.19 28% $0.00 Materials & Services 5319 Office Supplies 500.00 .00 500.00 .00 .00 195.10 304.90 39 .00 5347 Program Supplies 3,000.00 .00 3,000.00 .00 .00 202.64 2,797.36 7 .00 5421 Telephone/Data .00 .00 .00 42.62 .00 510.78 (510.78) .00 5422 Postage 100.00 .00 100.00 .00 .00 .00 100.00 0 .00 5428 IT Support 9,450.00 .00 9,450.00 787.50 .00 5,512.50 3,937.50 58 .00 5443 Office Equipment 500.00 .00 500.00 .00 .00 21.79 478.21 4 .00 5451 Natural Gas 850.00 .00 850.00 .00 .00 .00 850.00 0 .00 5453 Electricity 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 .00 5463 Property/Earthquake Insurance 2,310.00 .00 2,310.00 192.50 .00 1,347.50 962.50 58 .00 5472 Buildings Repairs & Maint 5,000.00 .00 5,000.00 .00 .00 89.85 4,910.15 2 .00 Materials & Services Totals $22,710.00 $0.00 $22,710.00 $1,022.62 $0.00 $7,880.16 $14,829.84 35% $0.00 EXPENSE TOTALS $62,360.00 $0.00 $62,360.00 $2,130.34 $0.00 $19,140.97 $43,219.03 31% $0.00 Division 7511 - Museum Totals ($62,360.00) $0.00 ($62,360.00) ($2,130.34) $0.00 ($19,140.97) ($43,219.03) 31% $0.00 Division 7711 - Parks & Facilities Maintenance EXPENSE Personnel Services 5111 Regular Wages 417,010.00 .00 417,010.00 29,240.74 .00 210,472.16 206,537.84 50 381,356.62 5121 Overtime .00 .00 .00 315.91 .00 1,609.38 (1,609.38) 2,695.18 5211 OR Workers' Benefit 170.00 .00 170.00 8.29 .00 79.78 90.22 47 148.52 5212 Social Security 32,200.00 .00 32,200.00 2,180.47 .00 15,526.53 16,673.47 48 29,459.68 5213 Med & Dent Ins 138,850.00 .00 138,850.00 11,686.00 .00 71,995.41 66,854.59 52 121,358.92 5214 5214.100 PERS - City 70,630.00 .00 70,630.00 5,004.73 .00 35,894.56 34,735.44 51 58,036.27 5214.600 PERS 6% 25,020.00 .00 25,020.00 1,791.26 .00 12,849.97 12,170.03 51 24,121.51 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 16 of 57 54 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 7711 - Parks & Facilities Maintenance EXPENSE Personnel Services 5214 5214.800 DEFERED COMP - CITY 3,870.00 .00 3,870.00 297.76 .00 2,084.32 1,785.68 54 3,748.56 5214 - Totals $99,520.00 $0.00 $99,520.00 $7,093.75 $0.00 $50,828.85 $48,691.15 51% $85,906.34 5215 Long Term Disability Ins 580.00 .00 580.00 61.55 .00 388.79 191.21 67 717.44 5216 Unemployment Insurance 5,420.00 .00 5,420.00 384.26 .00 2,757.06 2,662.94 51 3,452.13 5217 Life Insurance 380.00 .00 380.00 39.91 .00 252.14 127.86 66 465.69 5218 Paid Family Leave Insurance 1,660.00 .00 1,660.00 111.26 .00 785.30 874.70 47 880.41 Personnel Services Totals $695,790.00 $0.00 $695,790.00 $51,122.14 $0.00 $354,695.40 $341,094.60 51% $626,440.93 Materials & Services 5319 Office Supplies 300.00 .00 300.00 .00 .00 66.50 233.50 22 396.58 5321 Cleaning Supplies 27,500.00 .00 27,500.00 2,334.30 340.33 45,349.81 (18,190.14) 166 40,379.82 5323 Fuel 17,500.00 .00 17,500.00 833.86 722.03 7,548.79 9,229.18 47 13,569.99 5325 Ag Supplies 5,000.00 .00 5,000.00 34.20 .00 34.20 4,965.80 1 8,163.26 5326 Safety/Medical 2,200.00 .00 2,200.00 186.91 .00 664.24 1,535.76 30 1,592.17 5329 Other Supplies 10,000.00 .00 10,000.00 908.51 986.44 945.45 8,068.11 19 7,090.83 5331 Construction Materials 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 1,065.20 5338 Tools 2,000.00 .00 2,000.00 29.99 .00 2,309.47 (309.47) 115 2,437.07 5352 Protective Clothing 1,500.00 .00 1,500.00 1,583.91 .00 2,615.34 (1,115.34) 174 1,634.79 5363 Signs 5,800.00 .00 5,800.00 .00 .00 65.91 5,734.09 1 240.07 5385 Fertilizer 6,000.00 .00 6,000.00 .00 .00 55.44 5,944.56 1 3,051.96 5409 5409.140 Garage Services 18,000.00 .00 18,000.00 .00 .00 10,543.08 7,456.92 59 16,754.01 5409 - Totals $18,000.00 $0.00 $18,000.00 $0.00 $0.00 $10,543.08 $7,456.92 59% $16,754.01 5419 Other Professional Serv 117,780.00 .00 117,780.00 4,928.28 6,759.26 48,063.86 62,956.88 47 117,834.50 5421 Telephone/Data 6,000.00 .00 6,000.00 558.10 .00 3,526.76 2,473.24 59 6,424.10 5422 Postage .00 .00 .00 .00 .00 .63 (.63) .60 5428 IT Support 19,800.00 .00 19,800.00 1,650.00 .00 11,550.00 8,250.00 58 18,480.00 5445 Work Equipment 4,000.00 .00 4,000.00 .00 .00 6,174.92 (2,174.92) 154 2,224.69 5446 Software Licenses 4,500.00 .00 4,500.00 580.97 298.91 7,566.75 (3,365.66) 175 3,375.00 5449 Leases - Other 2,500.00 .00 2,500.00 .00 .00 539.72 1,960.28 22 2,439.61 5451 Natural Gas 7,700.00 .00 7,700.00 938.46 .00 2,260.59 5,439.41 29 6,431.10 5453 Electricity 45,000.00 .00 45,000.00 5,856.87 .00 32,042.34 12,957.66 71 57,965.47 5461 Auto Insurance 2,910.00 .00 2,910.00 242.50 .00 1,697.50 1,212.50 58 3,425.04 5463 Property/Earthquake Insurance 9,700.00 .00 9,700.00 808.33 .00 5,658.31 4,041.69 58 13,940.04 5464 Workers' Comp 10,940.00 .00 10,940.00 911.67 .00 6,381.69 4,558.31 58 11,300.04 5465 General Liability Insurance 8,770.00 .00 8,770.00 730.83 .00 5,115.81 3,654.19 58 7,149.96 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 17 of 57 55 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 7711 - Parks & Facilities Maintenance EXPENSE Materials & Services 5471 Equipment Repair & Maint 16,000.00 .00 16,000.00 678.20 313.28 2,413.87 13,272.85 17 12,129.17 5472 Buildings Repairs & Maint 35,000.00 .00 35,000.00 2,037.94 6.45 20,084.94 14,908.61 57 48,534.00 5475 Vehicle Repair & Maint 5,000.00 .00 5,000.00 962.83 454.46 5,744.12 (1,198.58) 124 9,130.00 5478 Playground Repair & Maint 6,000.00 .00 6,000.00 .00 1,781.60 4,087.30 131.10 98 14,891.72 5484 Urban Forestry Program 20,000.00 .00 20,000.00 .00 129.98 2,010.00 17,860.02 11 11,507.63 5492 Registrations/Training 2,000.00 .00 2,000.00 250.00 .00 3,220.34 (1,220.34) 161 3,820.05 5498 Permits/Fees 1,500.00 .00 1,500.00 365.00 .00 565.00 935.00 38 891.21 Materials & Services Totals $423,900.00 $0.00 $423,900.00 $27,411.66 $11,792.74 $238,902.68 $173,204.58 59% $448,269.68 Capital Outlay 5642 Passenger Vehicles 60,000.00 .00 60,000.00 .00 .00 59,999.43 .57 100 .00 5649 Other Equipment 182,000.00 .00 182,000.00 .00 8,835.61 45,998.32 127,166.07 30 72,452.09 Capital Outlay Totals $242,000.00 $0.00 $242,000.00 $0.00 $8,835.61 $105,997.75 $127,166.64 47% $72,452.09 EXPENSE TOTALS $1,361,690.00 $0.00 $1,361,690.00 $78,533.80 $20,628.35 $699,595.83 $641,465.82 53% $1,147,162.70 Division 7711 - Parks & Facilities Maintenance Totals ($1,361,690.00) $0.00 ($1,361,690.00) ($78,533.80) ($20,628.35) ($699,595.83) ($641,465.82) 53% ($1,147,162.70) Division 7991 - Community Service Admin EXPENSE Personnel Services 5111 Regular Wages 340,000.00 .00 340,000.00 26,387.53 .00 159,873.39 180,126.61 47 241,663.02 5112 Part-Time Wages 14,150.00 .00 14,150.00 38.45 .00 1,640.67 12,509.33 12 2,888.20 5121 Overtime .00 .00 .00 3.97 .00 258.26 (258.26) .00 5211 OR Workers' Benefit 80.00 .00 80.00 4.54 .00 32.56 47.44 41 49.49 5212 Social Security 27,730.00 .00 27,730.00 2,025.96 .00 12,076.65 15,653.35 44 19,093.77 5213 Med & Dent Ins 88,790.00 .00 88,790.00 6,452.35 .00 36,643.03 52,146.97 41 55,217.43 5214 5214.100 PERS - City 68,200.00 .00 68,200.00 3,967.55 .00 28,485.65 39,714.35 42 35,729.87 5214.600 PERS 6% 16,350.00 .00 16,350.00 1,361.92 .00 9,707.71 6,642.29 59 13,174.91 5214.800 DEFERED COMP - CITY 16,110.00 .00 16,110.00 1,017.98 .00 7,124.86 8,985.14 44 11,223.37 5214 - Totals $100,660.00 $0.00 $100,660.00 $6,347.45 $0.00 $45,318.22 $55,341.78 45% $60,128.15 5215 Long Term Disability Ins 590.00 .00 590.00 70.93 .00 283.38 306.62 48 448.83 5216 Unemployment Insurance 4,600.00 .00 4,600.00 343.61 .00 2,103.16 2,496.84 46 2,073.99 5217 Life Insurance 380.00 .00 380.00 45.61 .00 181.61 198.39 48 287.03 5218 Paid Family Leave Insurance 1,420.00 .00 1,420.00 96.04 .00 575.67 844.33 41 610.39 Personnel Services Totals $578,400.00 $0.00 $578,400.00 $41,816.44 $0.00 $258,986.60 $319,413.40 45% $382,460.30 Materials & Services 5319 Office Supplies 500.00 .00 500.00 95.76 295.00 3,718.59 (3,513.59) 803 881.63 5329 Other Supplies 1,930.00 .00 1,930.00 .00 .00 65.00 1,865.00 3 1,721.80 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 18 of 57 56 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services Division 7991 - Community Service Admin EXPENSE Materials & Services 5411 Engineering & Architect 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 .00 5417 HR/Other Employee Expenses 2,600.00 .00 2,600.00 155.00 .00 1,723.00 877.00 66 2,341.00 5419 Other Professional Serv 11,050.00 .00 11,050.00 233.38 776.58 4,891.31 5,382.11 51 7,755.97 5421 Telephone/Data 2,500.00 .00 2,500.00 241.35 69.61 1,314.13 1,116.26 55 2,464.22 5422 Postage 4,000.00 .00 4,000.00 .00 .00 4.41 3,995.59 0 307.82 5428 IT Support 19,350.00 .00 19,350.00 1,612.50 .00 11,287.50 8,062.50 58 15,120.00 5432 Meals 200.00 .00 200.00 .00 .00 60.00 140.00 30 .00 5433 Mileage 700.00 .00 700.00 4.50 .00 4.50 695.50 1 254.93 5439 Travel 600.00 .00 600.00 .00 .00 .00 600.00 0 263.27 5443 Office Equipment 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 .00 5446 Software Licenses 2,300.00 .00 2,300.00 .00 (24,484.80) 2,366.66 24,418.14 -962 2,782.32 5449 Leases - Other 2,500.00 .00 2,500.00 .00 .00 .00 2,500.00 0 1,686.48 5463 Property/Earthquake Insurance 480.00 .00 480.00 40.00 .00 280.00 200.00 58 2,780.04 5464 Workers' Comp 2,190.00 .00 2,190.00 182.50 .00 1,277.50 912.50 58 2,400.00 5465 General Liability Insurance 6,580.00 .00 6,580.00 548.33 .00 3,838.31 2,741.69 58 8,300.04 5491 Dues & Subscriptions 800.00 .00 800.00 671.37 .00 1,446.37 (646.37) 181 1,722.75 5492 Registrations/Training 1,500.00 .00 1,500.00 250.00 .00 1,425.00 75.00 95 454.00 5493 Printing/Binding 8,000.00 .00 8,000.00 4,270.70 325.00 9,391.40 (1,716.40) 121 6,758.32 Materials & Services Totals $71,780.00 $0.00 $71,780.00 $8,305.39 ($23,018.61) $43,093.68 $51,704.93 28% $57,994.59 EXPENSE TOTALS $650,180.00 $0.00 $650,180.00 $50,121.83 ($23,018.61) $302,080.28 $371,118.33 43% $440,454.89 Division 7991 - Community Service Admin Totals ($650,180.00) $0.00 ($650,180.00) ($50,121.83) $23,018.61 ($302,080.28) ($371,118.33) 43% ($440,454.89) Department 411 - Community Services Totals ($4,297,240.00) $0.00 ($4,297,240.00) ($264,026.36) ($9,292.57) ($2,094,105.09) ($2,193,842.34) 49% ($3,414,552.01) Department 511 - Planning Division 5811 - Planning EXPENSE Personnel Services 5111 Regular Wages 409,370.00 .00 409,370.00 32,959.10 .00 222,184.41 187,185.59 54 375,670.84 5112 Part-Time Wages 5,220.00 .00 5,220.00 .00 .00 .00 5,220.00 0 .00 5121 Overtime .00 .00 .00 13.97 .00 402.07 (402.07) 1,396.35 5211 OR Workers' Benefit 100.00 .00 100.00 5.32 .00 45.42 54.58 45 81.76 5212 Social Security 32,510.00 .00 32,510.00 2,515.50 .00 17,198.30 15,311.70 53 30,492.35 5213 Med & Dent Ins 46,570.00 .00 46,570.00 5,121.28 .00 30,428.89 16,141.11 65 44,692.19 5214 5214.100 PERS - City 71,660.00 .00 71,660.00 5,654.83 .00 38,309.28 33,350.72 53 54,864.25 5214.600 PERS 6% 24,570.00 .00 24,570.00 2,035.35 .00 13,788.65 10,781.35 56 22,880.64 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 19 of 57 57 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 511 - Planning Division 5811 - Planning EXPENSE Personnel Services 5214 5214.800 DEFERED COMP - CITY 12,840.00 .00 12,840.00 949.20 .00 6,877.68 5,962.32 54 12,784.70 5214 - Totals $109,070.00 $0.00 $109,070.00 $8,639.38 $0.00 $58,975.61 $50,094.39 54% $90,529.59 5215 Long Term Disability Ins 710.00 .00 710.00 62.10 .00 377.61 332.39 53 705.63 5216 Unemployment Insurance 5,390.00 .00 5,390.00 428.65 .00 2,898.17 2,491.83 54 3,217.32 5217 Life Insurance 460.00 .00 460.00 39.77 .00 241.85 218.15 53 451.35 5218 Paid Family Leave Insurance 1,670.00 .00 1,670.00 123.67 .00 842.54 827.46 50 969.11 Personnel Services Totals $611,070.00 $0.00 $611,070.00 $49,908.74 $0.00 $333,594.87 $277,475.13 55% $548,206.49 Materials & Services 5315 Computer Supplies 1,200.00 .00 1,200.00 .00 .00 .00 1,200.00 0 544.53 5319 Office Supplies 13,000.00 .00 13,000.00 727.41 63.16 1,883.79 11,053.05 15 5,790.12 5323 Fuel 300.00 .00 300.00 .00 .00 20.21 279.79 7 69.47 5409 5409.140 Garage Services 1,000.00 .00 1,000.00 .00 .00 126.40 873.60 13 60.21 5409 - Totals $1,000.00 $0.00 $1,000.00 $0.00 $0.00 $126.40 $873.60 13% $60.21 5419 Other Professional Serv 260,000.00 .00 260,000.00 2,875.63 81.76 53,567.05 206,351.19 21 66,907.73 5421 Telephone/Data 1,600.00 .00 1,600.00 113.51 87.43 776.85 735.72 54 1,765.50 5422 Postage 2,100.00 .00 2,100.00 174.48 .00 1,021.84 1,078.16 49 2,002.88 5424 Advertising 1,000.00 .00 1,000.00 .00 .00 144.00 856.00 14 700.00 5425 Publication of Legal Note 1,500.00 .00 1,500.00 .00 100.00 350.00 1,050.00 30 2,055.25 5428 IT Support 39,150.00 .00 39,150.00 3,262.50 .00 22,837.50 16,312.50 58 31,920.00 5429 Other Communication Serv 300.00 .00 300.00 .00 .00 .00 300.00 0 .00 5432 Meals 400.00 .00 400.00 .00 .00 112.84 287.16 28 53.49 5433 Mileage 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5439 Travel 4,000.00 .00 4,000.00 .00 .00 947.88 3,052.12 24 2,649.39 5449 Leases - Other .00 .00 .00 .00 .00 .00 .00 1,618.68 5461 Auto Insurance 790.00 .00 790.00 65.83 .00 460.81 329.19 58 1,425.00 5464 Workers' Comp 420.00 .00 420.00 35.00 .00 245.00 175.00 58 500.04 5465 General Liability Insurance 10,040.00 .00 10,040.00 836.67 .00 5,856.69 4,183.31 58 9,360.00 5475 Vehicle Repair & Maint 800.00 .00 800.00 .00 .00 240.54 559.46 30 .00 5492 Registrations/Training 6,500.00 .00 6,500.00 1,240.49 .00 5,106.72 1,393.28 79 4,494.00 Materials & Services Totals $344,600.00 $0.00 $344,600.00 $9,331.52 $332.35 $93,698.12 $250,569.53 27% $131,916.29 EXPENSE TOTALS $955,670.00 $0.00 $955,670.00 $59,240.26 $332.35 $427,292.99 $528,044.66 45% $680,122.78 Division 5811 - Planning Totals ($955,670.00) $0.00 ($955,670.00) ($59,240.26) ($332.35) ($427,292.99) ($528,044.66) 45% ($680,122.78) Department 511 - Planning Totals ($955,670.00) $0.00 ($955,670.00) ($59,240.26) ($332.35) ($427,292.99) ($528,044.66) 45% ($680,122.78) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 20 of 57 58 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 651 - Engineering Division 6211 - Engineering EXPENSE Personnel Services 5111 Regular Wages 159,040.00 .00 159,040.00 8,966.18 .00 62,449.22 96,590.78 39 114,325.28 5112 Part-Time Wages 20,100.00 .00 20,100.00 1,759.46 .00 12,063.23 8,036.77 60 13,861.25 5121 Overtime .00 .00 .00 21.04 .00 80.25 (80.25) 404.22 5211 OR Workers' Benefit 40.00 .00 40.00 1.82 .00 15.59 24.41 39 30.58 5212 Social Security 13,900.00 .00 13,900.00 810.10 .00 5,615.07 8,284.93 40 10,304.90 5213 Med & Dent Ins 29,390.00 .00 29,390.00 1,897.96 .00 11,153.52 18,236.48 38 25,957.15 5214 5214.100 PERS - City 34,990.00 .00 34,990.00 2,021.74 .00 14,029.82 20,960.18 40 21,331.98 5214.600 PERS 6% 8,910.00 .00 8,910.00 551.31 .00 3,836.33 5,073.67 43 4,916.92 5214.800 DEFERED COMP - CITY 2,650.00 .00 2,650.00 202.58 .00 1,417.45 1,232.55 53 1,764.28 5214 - Totals $46,550.00 $0.00 $46,550.00 $2,775.63 $0.00 $19,283.60 $27,266.40 41% $28,013.18 5215 Long Term Disability Ins 240.00 .00 240.00 18.00 .00 106.06 133.94 44 218.67 5216 Unemployment Insurance 2,340.00 .00 2,340.00 139.69 .00 969.63 1,370.37 41 1,132.24 5217 Life Insurance 130.00 .00 130.00 11.50 .00 67.88 62.12 52 140.35 5218 Paid Family Leave Insurance 720.00 .00 720.00 40.20 .00 277.82 442.18 39 332.73 Personnel Services Totals $272,450.00 $0.00 $272,450.00 $16,441.58 $0.00 $112,081.87 $160,368.13 41% $194,720.55 Materials & Services 5315 Computer Supplies 2,500.00 .00 2,500.00 .00 .00 .00 2,500.00 0 1,096.83 5319 Office Supplies 3,000.00 .00 3,000.00 .00 .00 220.69 2,779.31 7 1,166.61 5323 Fuel 4,000.00 .00 4,000.00 162.36 95.34 1,969.71 1,934.95 52 4,409.68 5324 Clothing 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 .00 5326 Safety/Medical 1,500.00 .00 1,500.00 44.55 .00 146.81 1,353.19 10 1,349.16 5329 Other Supplies 3,000.00 .00 3,000.00 .00 (1.45) 653.61 2,347.84 22 625.00 5409 5409.140 Garage Services 2,000.00 .00 2,000.00 .00 .00 1,549.23 450.77 77 1,775.71 5409 - Totals $2,000.00 $0.00 $2,000.00 $0.00 $0.00 $1,549.23 $450.77 77% $1,775.71 5411 Engineering & Architect 20,000.00 .00 20,000.00 .00 .00 326.02 19,673.98 2 19,340.00 5417 HR/Other Employee Expenses 500.00 .00 500.00 .00 .00 .00 500.00 0 20.00 5419 Other Professional Serv 25,000.00 .00 25,000.00 25.32 122.64 3,981.28 20,896.08 16 17,075.07 5421 Telephone/Data 5,800.00 .00 5,800.00 554.97 174.85 3,740.57 1,884.58 68 6,396.83 5422 Postage 500.00 .00 500.00 5.61 .00 57.91 442.09 12 11.95 5424 Advertising 500.00 .00 500.00 .00 .00 271.04 228.96 54 549.34 5428 IT Support 55,460.00 .00 55,460.00 4,621.67 .00 35,209.69 20,250.31 63 45,780.00 5439 Travel 4,000.00 .00 4,000.00 .00 .00 .00 4,000.00 0 2,018.98 5446 Software Licenses 12,000.00 .00 12,000.00 5,971.06 91.99 9,141.43 2,766.58 77 7,911.02 5451 Natural Gas 3,100.00 .00 3,100.00 513.31 .00 1,186.45 1,913.55 38 3,484.34 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 21 of 57 59 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 651 - Engineering Division 6211 - Engineering EXPENSE Materials & Services 5453 Electricity 5,500.00 .00 5,500.00 418.08 .00 2,168.53 3,331.47 39 4,450.75 5461 Auto Insurance 1,230.00 .00 1,230.00 102.50 .00 717.50 512.50 58 1,440.00 5463 Property/Earthquake Insurance 2,180.00 .00 2,180.00 181.67 .00 1,271.69 908.31 58 2,199.96 5464 Workers' Comp 7,090.00 .00 7,090.00 590.83 .00 4,135.81 2,954.19 58 7,370.04 5465 General Liability Insurance 10,730.00 .00 10,730.00 894.17 .00 6,259.19 4,470.81 58 12,399.96 5471 Equipment Repair & Maint 1,000.00 .00 1,000.00 .00 .00 47.60 952.40 5 34.80 5472 Buildings Repairs & Maint 16,000.00 .00 16,000.00 .00 .00 725.00 15,275.00 5 3,203.77 5475 Vehicle Repair & Maint 3,100.00 .00 3,100.00 .00 (96.36) 2,030.30 1,166.06 62 2,097.92 5492 Registrations/Training 16,000.00 .00 16,000.00 145.28 70.00 2,383.71 13,546.29 15 4,145.33 5493 Printing/Binding 500.00 .00 500.00 .00 .00 73.00 427.00 15 .00 5496 Filing/Recording 700.00 .00 700.00 182.00 .00 288.00 412.00 41 .00 5498 Permits/Fees 1,500.00 .00 1,500.00 .00 .00 892.46 607.54 59 1,142.11 Materials & Services Totals $210,390.00 $0.00 $210,390.00 $14,413.38 $457.01 $79,447.23 $130,485.76 38% $151,495.16 EXPENSE TOTALS $482,840.00 $0.00 $482,840.00 $30,854.96 $457.01 $191,529.10 $290,853.89 40% $346,215.71 Division 6211 - Engineering Totals ($482,840.00) $0.00 ($482,840.00) ($30,854.96) ($457.01) ($191,529.10) ($290,853.89) 40% ($346,215.71) Department 651 - Engineering Totals ($482,840.00) $0.00 ($482,840.00) ($30,854.96) ($457.01) ($191,529.10) ($290,853.89) 40% ($346,215.71) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 4,989,980.00 .00 4,989,980.00 .00 .00 .00 4,989,980.00 0 .00 5981 5981.012 Reserve - SMR 5,687,180.00 .00 5,687,180.00 .00 .00 .00 5,687,180.00 0 .00 5981.014 Reserve - Cascade Dr. Maintenance .00 .00 .00 .00 .00 .00 .00 .04 5981 - Totals $5,687,180.00 $0.00 $5,687,180.00 $0.00 $0.00 $0.00 $5,687,180.00 0% $0.04 Contingencies and Unappropriated Balances Totals $10,677,160.00 $0.00 $10,677,160.00 $0.00 $0.00 $0.00 $10,677,160.00 0% $0.04 EXPENSE TOTALS $10,677,160.00 $0.00 $10,677,160.00 $0.00 $0.00 $0.00 $10,677,160.00 0% $0.04 Division 9971 - Equity Totals ($10,677,160.00) $0.00 ($10,677,160.00) $0.00 $0.00 $0.00 ($10,677,160.00) 0% ($0.04) Department 901 - Ending Fund Balance Totals ($10,677,160.00) $0.00 ($10,677,160.00) $0.00 $0.00 $0.00 ($10,677,160.00) 0% ($0.04) Fund 001 - General Fund Totals $30,803,530.00 $710,000.00 $31,513,530.00 $1,403,924.06 $613,981.54 $10,285,259.82 $20,614,288.64 $17,765,551.46 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 22 of 57 60 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 110 - Transit Fund Department 671 - Transit Division 4711 - Fixed Route Transit EXPENSE Personnel Services 5111 Regular Wages 265,670.00 .00 265,670.00 22,802.13 .00 159,130.10 106,539.90 60 357,645.91 5112 Part-Time Wages 222,880.00 .00 222,880.00 14,097.74 .00 102,316.67 120,563.33 46 153,335.63 5121 Overtime .00 .00 .00 .97 .00 2,473.58 (2,473.58) 4,578.75 5211 OR Workers' Benefit 210.00 .00 210.00 13.88 .00 110.85 99.15 53 230.41 5212 Social Security 37,580.00 .00 37,580.00 2,800.60 .00 19,843.03 17,736.97 53 43,343.42 5213 Med & Dent Ins 42,730.00 .00 42,730.00 4,973.88 .00 30,015.07 12,714.93 70 57,329.18 5214 5214.100 PERS - City 76,350.00 .00 76,350.00 5,619.63 .00 40,527.37 35,822.63 53 67,346.95 5214.600 PERS 6% 12,890.00 .00 12,890.00 1,379.39 .00 9,655.53 3,234.47 75 2,544.30 5214.800 DEFERED COMP - CITY 5,310.00 .00 5,310.00 448.34 .00 3,108.55 2,201.45 59 7,497.87 5214 - Totals $94,550.00 $0.00 $94,550.00 $7,447.36 $0.00 $53,291.45 $41,258.55 56% $77,389.12 5215 Long Term Disability Ins 460.00 .00 460.00 45.80 .00 274.11 185.89 60 630.05 5216 Unemployment Insurance 6,330.00 .00 6,330.00 479.73 .00 3,428.77 2,901.23 54 4,811.77 5217 Life Insurance 270.00 .00 270.00 29.52 .00 176.65 93.35 65 407.12 5218 Paid Family Leave Insurance 2,000.00 .00 2,000.00 143.27 .00 1,020.44 979.56 51 1,363.22 Personnel Services Totals $672,680.00 $0.00 $672,680.00 $52,834.88 $0.00 $372,080.72 $300,599.28 55% $701,064.58 Materials & Services 5319 Office Supplies 750.00 .00 750.00 24.16 85.49 717.10 (52.59) 107 1,173.85 5323 Fuel 27,000.00 .00 27,000.00 2,725.20 1,493.93 23,006.91 2,499.16 91 56,854.95 5324 Clothing 600.00 .00 600.00 .00 .00 80.81 519.19 13 479.25 5326 Safety/Medical 750.00 .00 750.00 37.92 .04 129.34 620.62 17 131.57 5329 Other Supplies 1,000.00 .00 1,000.00 .00 .00 84.99 915.01 8 96.72 5337 Tires/Parts 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5409 5409.140 Garage Services 8,500.00 .00 8,500.00 .00 .00 8,271.96 228.04 97 18,938.36 5409 - Totals $8,500.00 $0.00 $8,500.00 $0.00 $0.00 $8,271.96 $228.04 97% $18,938.36 5414 Accounting/Auditing 350.00 .00 350.00 237.50 175.00 490.00 (315.00) 190 626.27 5417 HR/Other Employee Expenses 250.00 .00 250.00 .00 .00 88.55 161.45 35 20.00 5419 Other Professional Serv 1,000.00 .00 1,000.00 114.45 204.33 690.52 105.15 89 164,637.02 5421 Telephone/Data 2,650.00 .00 2,650.00 558.64 69.61 3,363.53 (783.14) 130 5,918.83 5422 Postage 50.00 .00 50.00 12.34 .00 33.31 16.69 67 46.60 5424 Advertising 500.00 .00 500.00 .00 .00 .00 500.00 0 39.00 5428 IT Support 16,430.00 .00 16,430.00 1,369.17 .00 9,584.19 6,845.81 58 26,040.00 5432 Meals 250.00 .00 250.00 .00 .00 129.36 120.64 52 33.52 5433 Mileage 1,000.00 .00 1,000.00 .00 .00 212.67 787.33 21 3,922.36 5439 Travel 500.00 .00 500.00 .00 .00 820.54 (320.54) 164 .00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 23 of 57 61 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 110 - Transit Fund Department 671 - Transit Division 4711 - Fixed Route Transit EXPENSE Materials & Services 5446 Software Licenses 3,500.00 .00 3,500.00 .00 .00 .00 3,500.00 0 7,979.64 5448 Internal Rent 4,430.00 .00 4,430.00 369.17 .00 2,584.19 1,845.81 58 7,870.00 5451 Natural Gas 1,450.00 .00 1,450.00 123.47 .00 323.20 1,126.80 22 1,624.54 5453 Electricity 1,750.00 .00 1,750.00 256.31 .00 1,564.46 185.54 89 3,335.70 5461 Auto Insurance 9,560.00 .00 9,560.00 796.67 .00 5,576.69 3,983.31 58 24,030.00 5463 Property/Earthquake Insurance 1,180.00 .00 1,180.00 98.33 .00 688.31 491.69 58 1,190.04 5464 Workers' Comp 8,790.00 .00 8,790.00 732.50 .00 5,127.50 3,662.50 58 15,069.96 5465 General Liability Insurance 5,340.00 .00 5,340.00 445.00 .00 3,115.00 2,225.00 58 8,460.00 5471 Equipment Repair & Maint 750.00 .00 750.00 .00 .00 .00 750.00 0 1,452.61 5472 Buildings Repairs & Maint 500.00 .00 500.00 .00 541.00 7,536.95 (7,577.95) 1616 59.88 5475 Vehicle Repair & Maint 26,000.00 .00 26,000.00 2,316.06 (3,393.34) 14,098.00 15,295.34 41 49,772.82 5480 Accident Repair 250.00 .00 250.00 .00 .00 .00 250.00 0 .00 5491 Dues & Subscriptions 500.00 .00 500.00 .00 .00 150.00 350.00 30 690.00 5492 Registrations/Training 2,250.00 .00 2,250.00 .00 .00 540.00 1,710.00 24 2,792.49 5493 Printing/Binding 400.00 .00 400.00 .00 .00 .00 400.00 0 1,133.00 5500 Banking Fees & Charges .00 .00 .00 .00 .00 .00 .00 494.92 Materials & Services Totals $128,730.00 $0.00 $128,730.00 $10,216.89 ($823.94) $89,008.08 $40,545.86 69% $404,913.90 Capital Outlay 5642 Passenger Vehicles 340,000.00 .00 340,000.00 .00 .00 .00 340,000.00 0 416,617.00 5649 Other Equipment 20,000.00 .00 20,000.00 .00 .00 .00 20,000.00 0 .00 Capital Outlay Totals $360,000.00 $0.00 $360,000.00 $0.00 $0.00 $0.00 $360,000.00 0% $416,617.00 EXPENSE TOTALS $1,161,410.00 $0.00 $1,161,410.00 $63,051.77 ($823.94) $461,088.80 $701,145.14 40% $1,522,595.48 Division 4711 - Fixed Route Transit Totals ($1,161,410.00) $0.00 ($1,161,410.00) ($63,051.77) $823.94 ($461,088.80) ($701,145.14) 40% ($1,522,595.48) Division 4712 - Dial-A-Ride EXPENSE Personnel Services 5111 Regular Wages 87,010.00 .00 87,010.00 4,670.16 .00 32,355.28 54,654.72 37 .00 5112 Part-Time Wages 128,540.00 .00 128,540.00 2,636.85 .00 23,551.56 104,988.44 18 .00 5211 OR Workers' Benefit 100.00 .00 100.00 2.42 .00 22.93 77.07 23 .00 5212 Social Security 16,600.00 .00 16,600.00 550.07 .00 4,210.67 12,389.33 25 .00 5213 Med & Dent Ins 17,670.00 .00 17,670.00 1,435.42 .00 8,120.91 9,549.09 46 .00 5214 5214.100 PERS - City 30,130.00 .00 30,130.00 1,270.52 .00 8,776.87 21,353.13 29 .00 5214.600 PERS 6% 5,220.00 .00 5,220.00 286.41 .00 1,986.52 3,233.48 38 .00 5214.800 DEFERED COMP - CITY 1,910.00 .00 1,910.00 103.52 .00 754.00 1,156.00 39 .00 5214 - Totals $37,260.00 $0.00 $37,260.00 $1,660.45 $0.00 $11,517.39 $25,742.61 31% $0.00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 24 of 57 62 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 110 - Transit Fund Department 671 - Transit Division 4712 - Dial-A-Ride EXPENSE Personnel Services 5215 Long Term Disability Ins 160.00 .00 160.00 9.71 .00 62.58 97.42 39 .00 5216 Unemployment Insurance 2,800.00 .00 2,800.00 95.00 .00 726.82 2,073.18 26 .00 5217 Life Insurance 100.00 .00 100.00 6.29 .00 40.47 59.53 40 .00 5218 Paid Family Leave Insurance 860.00 .00 860.00 27.79 .00 213.14 646.86 25 .00 Personnel Services Totals $291,100.00 $0.00 $291,100.00 $11,094.16 $0.00 $80,821.75 $210,278.25 28% $0.00 Materials & Services 5319 Office Supplies 750.00 .00 750.00 69.15 150.21 585.07 14.72 98 .00 5323 Fuel 27,000.00 .00 27,000.00 802.64 672.25 7,550.28 18,777.47 30 .00 5324 Clothing 600.00 .00 600.00 .00 .00 431.58 168.42 72 .00 5326 Safety/Medical 750.00 .00 750.00 .00 .00 26.44 723.56 4 .00 5329 Other Supplies 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 .00 5337 Tires/Parts 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5409 5409.140 Garage Services 8,500.00 .00 8,500.00 .00 .00 2,410.07 6,089.93 28 .00 5409 - Totals $8,500.00 $0.00 $8,500.00 $0.00 $0.00 $2,410.07 $6,089.93 28% $0.00 5414 Accounting/Auditing 350.00 .00 350.00 .00 .00 .00 350.00 0 .00 5417 HR/Other Employee Expenses 250.00 .00 250.00 .00 .00 .00 250.00 0 .00 5419 Other Professional Serv 1,000.00 .00 1,000.00 .00 .00 21.45 978.55 2 .00 5421 Telephone/Data 2,650.00 .00 2,650.00 .00 .00 370.67 2,279.33 14 .00 5422 Postage 50.00 .00 50.00 .00 .00 .00 50.00 0 .00 5424 Advertising 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5428 IT Support 16,420.00 .00 16,420.00 1,368.33 .00 9,578.31 6,841.69 58 .00 5429 Other Communication Serv .00 .00 .00 .00 .00 3.33 (3.33) .00 5432 Meals 250.00 .00 250.00 .00 .00 129.36 120.64 52 .00 5433 Mileage 5,000.00 .00 5,000.00 .00 .00 .00 5,000.00 0 .00 5439 Travel 500.00 .00 500.00 .00 274.10 1,481.72 (1,255.82) 351 .00 5446 Software Licenses 3,500.00 .00 3,500.00 .00 .00 6,615.00 (3,115.00) 189 .00 5448 Internal Rent 4,430.00 .00 4,430.00 369.17 .00 2,584.19 1,845.81 58 .00 5451 Natural Gas 1,450.00 .00 1,450.00 118.32 .00 269.31 1,180.69 19 .00 5453 Electricity 1,750.00 .00 1,750.00 .00 .00 104.08 1,645.92 6 .00 5461 Auto Insurance 9,560.00 .00 9,560.00 796.66 .00 5,576.62 3,983.38 58 .00 5464 Workers' Comp 8,780.00 .00 8,780.00 731.67 .00 5,121.69 3,658.31 58 .00 5465 General Liability Insurance 5,340.00 .00 5,340.00 445.00 .00 3,115.00 2,225.00 58 .00 5471 Equipment Repair & Maint 750.00 .00 750.00 .00 .00 .00 750.00 0 .00 5472 Buildings Repairs & Maint 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5475 Vehicle Repair & Maint 26,000.00 .00 26,000.00 1,249.45 (325.63) 6,484.66 19,840.97 24 .00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 25 of 57 63 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 110 - Transit Fund Department 671 - Transit Division 4712 - Dial-A-Ride EXPENSE Materials & Services 5480 Accident Repair 250.00 .00 250.00 .00 .00 .00 250.00 0 .00 5491 Dues & Subscriptions 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5492 Registrations/Training 1,250.00 .00 1,250.00 .00 .00 .00 1,250.00 0 .00 5493 Printing/Binding 400.00 .00 400.00 .00 .00 .00 400.00 0 .00 Materials & Services Totals $130,530.00 $0.00 $130,530.00 $5,950.39 $770.93 $52,458.83 $77,300.24 41% $0.00 Capital Outlay 5642 Passenger Vehicles 358,000.00 .00 358,000.00 .00 .00 .00 358,000.00 0 .00 Capital Outlay Totals $358,000.00 $0.00 $358,000.00 $0.00 $0.00 $0.00 $358,000.00 0% $0.00 EXPENSE TOTALS $779,630.00 $0.00 $779,630.00 $17,044.55 $770.93 $133,280.58 $645,578.49 17% $0.00 Division 4712 - Dial-A-Ride Totals ($779,630.00) $0.00 ($779,630.00) ($17,044.55) ($770.93) ($133,280.58) ($645,578.49) 17% $0.00 Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 8,799.96 5811 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8,799.96 Transfers Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8,799.96 EXPENSE TOTALS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8,799.96 Division 9711 - Operating Transfer Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 ($8,799.96) Department 671 - Transit Totals ($1,941,040.00) $0.00 ($1,941,040.00) ($80,096.32) $53.01 ($594,369.38) ($1,346,723.63) 31% ($1,531,395.44) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 780,260.00 .00 780,260.00 .00 .00 .00 780,260.00 0 .00 Contingencies and Unappropriated Balances Totals $780,260.00 $0.00 $780,260.00 $0.00 $0.00 $0.00 $780,260.00 0% $0.00 EXPENSE TOTALS $780,260.00 $0.00 $780,260.00 $0.00 $0.00 $0.00 $780,260.00 0% $0.00 Division 9971 - Equity Totals ($780,260.00) $0.00 ($780,260.00) $0.00 $0.00 $0.00 ($780,260.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($780,260.00) $0.00 ($780,260.00) $0.00 $0.00 $0.00 ($780,260.00) 0% $0.00 Fund 110 - Transit Fund Totals $2,721,300.00 $0.00 $2,721,300.00 $80,096.32 ($53.01) $594,369.38 $2,126,983.63 $1,531,395.44 Fund 123 - Building Inspection Fund Department 521 - Building Division 2241 - Building Inspection EXPENSE Personnel Services 5111 Regular Wages 626,370.00 .00 626,370.00 44,774.57 .00 310,158.81 316,211.19 50 527,772.45 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 26 of 57 64 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 123 - Building Inspection Fund Department 521 - Building Division 2241 - Building Inspection EXPENSE Personnel Services 5112 Part-Time Wages 37,390.00 .00 37,390.00 465.29 .00 13,459.55 23,930.45 36 21,669.41 5121 Overtime .00 .00 .00 36.10 .00 2,151.65 (2,151.65) 3,539.22 5211 OR Workers' Benefit 160.00 .00 160.00 7.66 .00 73.06 86.94 46 136.04 5212 Social Security 51,410.00 .00 51,410.00 3,381.09 .00 24,499.34 26,910.66 48 43,060.79 5213 Med & Dent Ins 130,200.00 .00 130,200.00 8,698.56 .00 52,601.96 77,598.04 40 101,056.38 5214 5214.100 PERS - City 113,550.00 .00 113,550.00 7,672.23 .00 54,503.56 59,046.44 48 83,082.24 5214.600 PERS 6% 37,580.00 .00 37,580.00 2,728.01 .00 19,010.60 18,569.40 51 33,369.97 5214.800 DEFERED COMP - CITY 9,770.00 .00 9,770.00 721.53 .00 5,333.75 4,436.25 55 9,562.43 5214 - Totals $160,900.00 $0.00 $160,900.00 $11,121.77 $0.00 $78,847.91 $82,052.09 49% $126,014.64 5215 Long Term Disability Ins 970.00 .00 970.00 89.39 .00 534.03 435.97 55 1,006.29 5216 Unemployment Insurance 8,620.00 .00 8,620.00 588.58 .00 4,245.37 4,374.63 49 4,782.86 5217 Life Insurance 620.00 .00 620.00 57.58 .00 343.72 276.28 55 647.79 5218 Paid Family Leave Insurance 2,650.00 .00 2,650.00 170.65 .00 1,239.72 1,410.28 47 1,376.57 Personnel Services Totals $1,019,290.00 $0.00 $1,019,290.00 $69,391.24 $0.00 $488,155.12 $531,134.88 48% $831,062.44 Materials & Services 5315 Computer Supplies 5,000.00 .00 5,000.00 .00 .00 .00 5,000.00 0 2,223.40 5319 Office Supplies 15,000.00 .00 15,000.00 38.44 14.31 6,113.42 8,872.27 41 13,080.52 5323 Fuel 5,000.00 .00 5,000.00 104.20 5.66 2,670.58 2,323.76 54 3,639.96 5409 5409.140 Garage Services 1,250.00 .00 1,250.00 .00 .00 278.08 971.92 22 663.78 5409 - Totals $1,250.00 $0.00 $1,250.00 $0.00 $0.00 $278.08 $971.92 22% $663.78 5414 Accounting/Auditing 1,800.00 .00 1,800.00 712.50 525.00 1,470.00 (195.00) 111 1,878.86 5419 Other Professional Serv 100,000.00 100,000.00 200,000.00 21.10 169,168.95 13,478.31 17,352.74 91 54,724.29 5421 Telephone/Data 5,000.00 .00 5,000.00 1,907.53 52.79 3,743.17 1,204.04 76 4,305.72 5422 Postage 50.00 .00 50.00 3.30 .00 12.42 37.58 25 17.42 5428 IT Support 42,300.00 .00 42,300.00 3,525.00 .00 24,675.00 17,625.00 58 31,500.00 5433 Mileage .00 .00 .00 .00 .00 .00 .00 5.00 5439 Travel 1,700.00 .00 1,700.00 .00 .00 29.67 1,670.33 2 1,117.07 5448 Internal Rent 9,430.00 .00 9,430.00 785.83 .00 5,500.81 3,929.19 58 7,940.00 5461 Auto Insurance 1,870.00 .00 1,870.00 155.83 .00 1,090.81 779.19 58 1,689.96 5464 Workers' Comp 4,850.00 .00 4,850.00 404.17 .00 2,829.19 2,020.81 58 5,810.04 5465 General Liability Insurance 8,670.00 .00 8,670.00 722.50 .00 5,057.50 3,612.50 58 6,930.00 5475 Vehicle Repair & Maint 1,050.00 .00 1,050.00 .00 .00 105.45 944.55 10 299.05 5490 Refunds 5,000.00 .00 5,000.00 .00 .00 .00 5,000.00 0 .00 5491 Dues & Subscriptions 2,000.00 .00 2,000.00 .00 175.00 320.24 1,504.76 25 1,324.99 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 27 of 57 65 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 123 - Building Inspection Fund Department 521 - Building Division 2241 - Building Inspection EXPENSE Materials & Services 5492 Registrations/Training 10,000.00 .00 10,000.00 415.00 .00 2,795.00 7,205.00 28 4,945.00 5498 5498.259 St Mfg Fee 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5498.359 State Surc 160,000.00 .00 160,000.00 28,043.44 .00 54,181.83 105,818.17 34 156,707.47 5498.459 Construction Excise Tax 1,000,000.00 200,000.00 1,200,000.00 34,301.05 .00 586,120.22 613,879.78 49 941,136.93 5498 - Totals $1,160,500.00 $200,000.00 $1,360,500.00 $62,344.49 $0.00 $640,302.05 $720,197.95 47% $1,097,844.40 5500 Banking Fees & Charges 38,950.00 .00 38,950.00 2,859.25 .00 12,611.76 26,338.24 32 80,125.03 5729 Interest for CET 650.00 .00 650.00 .00 .00 .00 650.00 0 .00 Materials & Services Totals $1,420,070.00 $300,000.00 $1,720,070.00 $73,999.14 $169,941.71 $723,083.46 $827,044.83 52% $1,320,064.49 Capital Outlay 5639 Other Improvements 300,000.00 .00 300,000.00 6,155.45 .00 12,001.55 287,998.45 4 4,715.09 5642 Passenger Vehicles 40,000.00 .00 40,000.00 .00 .00 42,891.14 (2,891.14) 107 28,822.33 Capital Outlay Totals $340,000.00 $0.00 $340,000.00 $6,155.45 $0.00 $54,892.69 $285,107.31 16% $33,537.42 EXPENSE TOTALS $2,779,360.00 $300,000.00 $3,079,360.00 $149,545.83 $169,941.71 $1,266,131.27 $1,643,287.02 47% $2,184,664.35 Division 2241 - Building Inspection Totals ($2,779,360.00) ($300,000.00) ($3,079,360.00) ($149,545.83) ($169,941.71) ($1,266,131.27) ($1,643,287.02) 47% ($2,184,664.35) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 8,840.04 5811 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8,840.04 Transfers Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8,840.04 EXPENSE TOTALS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8,840.04 Division 9711 - Operating Transfer Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 ($8,840.04) Department 521 - Building Totals ($2,779,360.00) ($300,000.00) ($3,079,360.00) ($149,545.83) ($169,941.71) ($1,266,131.27) ($1,643,287.02) 47% ($2,193,504.39) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 8,178,320.00 .00 8,178,320.00 .00 .00 .00 8,178,320.00 0 .00 Contingencies and Unappropriated Balances Totals $8,178,320.00 $0.00 $8,178,320.00 $0.00 $0.00 $0.00 $8,178,320.00 0% $0.00 EXPENSE TOTALS $8,178,320.00 $0.00 $8,178,320.00 $0.00 $0.00 $0.00 $8,178,320.00 0% $0.00 Division 9971 - Equity Totals ($8,178,320.00) $0.00 ($8,178,320.00) $0.00 $0.00 $0.00 ($8,178,320.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($8,178,320.00) $0.00 ($8,178,320.00) $0.00 $0.00 $0.00 ($8,178,320.00) 0% $0.00 Fund 123 - Building Inspection Fund Totals $10,957,680.00 $300,000.00 $11,257,680.00 $149,545.83 $169,941.71 $1,266,131.27 $9,821,607.02 $2,193,504.39 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 28 of 57 66 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 132 - Asset Forfeiture Department 211 - Police Division 2131 - Detectives EXPENSE Materials & Services 5329 Other Supplies 16,600.00 .00 16,600.00 .00 .00 .00 16,600.00 0 .00 Materials & Services Totals $16,600.00 $0.00 $16,600.00 $0.00 $0.00 $0.00 $16,600.00 0% $0.00 EXPENSE TOTALS $16,600.00 $0.00 $16,600.00 $0.00 $0.00 $0.00 $16,600.00 0% $0.00 Division 2131 - Detectives Totals ($16,600.00) $0.00 ($16,600.00) $0.00 $0.00 $0.00 ($16,600.00) 0% $0.00 Department 211 - Police Totals ($16,600.00) $0.00 ($16,600.00) $0.00 $0.00 $0.00 ($16,600.00) 0% $0.00 Fund 132 - Asset Forfeiture Totals $16,600.00 $0.00 $16,600.00 $0.00 $0.00 $0.00 $16,600.00 $0.00 Fund 136 - American Rescue Plan Fund Department 101 - Administration Division 1211 - City Administrator EXPENSE Materials & Services 5521 ARPA Funded Internal Projects 8,500.00 .00 8,500.00 .00 .00 .00 8,500.00 0 29,651.98 5522 ARPA Funded Community Projects 272,720.00 .00 272,720.00 25,000.00 .00 155,000.00 117,720.00 57 767,000.00 Materials & Services Totals $281,220.00 $0.00 $281,220.00 $25,000.00 $0.00 $155,000.00 $126,220.00 55% $796,651.98 Misc 5523 5523.01 Personnel Costs - Wages .00 .00 .00 .00 .00 .00 .00 554,537.65 5523.02 Personnel Costs - Benefits .00 .00 .00 .00 .00 .00 .00 174,721.00 5523 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $729,258.65 Misc Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $729,258.65 EXPENSE TOTALS $281,220.00 $0.00 $281,220.00 $25,000.00 $0.00 $155,000.00 $126,220.00 55% $1,525,910.63 Division 1211 - City Administrator Totals ($281,220.00) $0.00 ($281,220.00) ($25,000.00) $0.00 ($155,000.00) ($126,220.00) 55% ($1,525,910.63) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.001 Transfer to General Fund 966,000.00 .00 966,000.00 .00 .00 .00 966,000.00 0 409,710.00 5811.110 Transfer to Transit 127,000.00 .00 127,000.00 .00 .00 .00 127,000.00 0 65,000.00 5811.358 Transfer to General Cap Const Fund 161,250.00 .00 161,250.00 .00 .00 .00 161,250.00 0 .00 5811 - Totals $1,254,250.00 $0.00 $1,254,250.00 $0.00 $0.00 $0.00 $1,254,250.00 0% $474,710.00 Transfers Out Totals $1,254,250.00 $0.00 $1,254,250.00 $0.00 $0.00 $0.00 $1,254,250.00 0% $474,710.00 EXPENSE TOTALS $1,254,250.00 $0.00 $1,254,250.00 $0.00 $0.00 $0.00 $1,254,250.00 0% $474,710.00 Division 9711 - Operating Transfer Out Totals ($1,254,250.00) $0.00 ($1,254,250.00) $0.00 $0.00 $0.00 ($1,254,250.00) 0% ($474,710.00) Department 101 - Administration Totals ($1,535,470.00) $0.00 ($1,535,470.00) ($25,000.00) $0.00 ($155,000.00) ($1,380,470.00) 10% ($2,000,620.63) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 29 of 57 67 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 136 - American Rescue Plan Fund Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 714,920.00 .00 714,920.00 .00 .00 .00 714,920.00 0 .00 Contingencies and Unappropriated Balances Totals $714,920.00 $0.00 $714,920.00 $0.00 $0.00 $0.00 $714,920.00 0% $0.00 EXPENSE TOTALS $714,920.00 $0.00 $714,920.00 $0.00 $0.00 $0.00 $714,920.00 0% $0.00 Division 9971 - Equity Totals ($714,920.00) $0.00 ($714,920.00) $0.00 $0.00 $0.00 ($714,920.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($714,920.00) $0.00 ($714,920.00) $0.00 $0.00 $0.00 ($714,920.00) 0% $0.00 Fund 136 - American Rescue Plan Fund Totals $2,250,390.00 $0.00 $2,250,390.00 $25,000.00 $0.00 $155,000.00 $2,095,390.00 $2,000,620.63 Fund 137 - Housing Rehab Fund Department 531 - Housing Rehabilitation Division 5911 - Housing EXPENSE Personnel Services 5111 Regular Wages 2,010.00 .00 2,010.00 138.87 .00 1,110.89 899.11 55 1,840.17 5211 OR Workers' Benefit .00 .00 .00 .01 .00 .11 (.11) .24 5212 Social Security 130.00 .00 130.00 11.51 .00 63.47 66.53 49 132.98 5213 Med & Dent Ins 170.00 .00 170.00 15.32 .00 94.18 75.82 55 169.44 5214 5214.100 PERS - City 420.00 .00 420.00 29.83 .00 238.58 181.42 57 384.77 5214.600 PERS 6% 120.00 .00 120.00 9.34 .00 74.71 45.29 62 128.34 5214.800 DEFERED COMP - CITY 240.00 .00 240.00 16.66 .00 133.28 106.72 56 218.07 5214 - Totals $780.00 $0.00 $780.00 $55.83 $0.00 $446.57 $333.43 57% $731.18 5215 Long Term Disability Ins .00 .00 .00 .22 .00 1.32 (1.32) 2.64 5216 Unemployment Insurance 30.00 .00 30.00 1.80 .00 14.41 15.59 48 15.35 5217 Life Insurance .00 .00 .00 .14 .00 .84 (.84) 1.68 5218 Paid Family Leave Insurance 10.00 .00 10.00 .52 .00 4.20 5.80 42 4.52 Personnel Services Totals $3,130.00 $0.00 $3,130.00 $224.22 $0.00 $1,735.99 $1,394.01 55% $2,898.20 Materials & Services 5419 Other Professional Serv 35,160.00 .00 35,160.00 .00 .00 76.00 35,084.00 0 .00 Materials & Services Totals $35,160.00 $0.00 $35,160.00 $0.00 $0.00 $76.00 $35,084.00 0% $0.00 EXPENSE TOTALS $38,290.00 $0.00 $38,290.00 $224.22 $0.00 $1,811.99 $36,478.01 5% $2,898.20 Division 5911 - Housing Totals ($38,290.00) $0.00 ($38,290.00) ($224.22) $0.00 ($1,811.99) ($36,478.01) 5% ($2,898.20) Department 531 - Housing Rehabilitation Totals ($38,290.00) $0.00 ($38,290.00) ($224.22) $0.00 ($1,811.99) ($36,478.01) 5% ($2,898.20) Fund 137 - Housing Rehab Fund Totals $38,290.00 $0.00 $38,290.00 $224.22 $0.00 $1,811.99 $36,478.01 $2,898.20 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 30 of 57 68 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 140 - Street Fund Department 631 - Maintenance Division 4211 - Street Maintenance EXPENSE Personnel Services 5111 Regular Wages 799,220.00 .00 799,220.00 59,848.98 .00 417,444.05 381,775.95 52 766,561.16 5112 Part-Time Wages 32,780.00 .00 32,780.00 2,656.00 .00 14,209.60 18,570.40 43 14,429.79 5121 Overtime 9,800.00 .00 9,800.00 1,554.67 .00 9,244.50 555.50 94 9,722.37 5211 OR Workers' Benefit 250.00 .00 250.00 15.21 .00 120.14 129.86 48 228.02 5212 Social Security 65,060.00 .00 65,060.00 4,768.49 .00 32,428.86 32,631.14 50 61,088.54 5213 Med & Dent Ins 179,280.00 .00 179,280.00 14,892.40 .00 89,069.16 90,210.84 50 168,464.80 5214 5214.100 PERS - City 145,600.00 .00 145,600.00 10,536.42 .00 74,057.85 71,542.15 51 119,234.43 5214.600 PERS 6% 46,690.00 .00 46,690.00 3,688.66 .00 25,295.77 21,394.23 54 47,045.64 5214.800 DEFERED COMP - CITY 13,210.00 .00 13,210.00 727.00 .00 6,463.76 6,746.24 49 12,551.48 5214 - Totals $205,500.00 $0.00 $205,500.00 $14,952.08 $0.00 $105,817.38 $99,682.62 51% $178,831.55 5215 Long Term Disability Ins 1,330.00 .00 1,330.00 114.47 .00 698.88 631.12 53 1,450.00 5216 Unemployment Insurance 10,950.00 .00 10,950.00 832.80 .00 5,731.75 5,218.25 52 6,779.63 5217 Life Insurance 850.00 .00 850.00 73.77 .00 450.03 399.97 53 934.53 5218 Paid Family Leave Insurance 3,360.00 .00 3,360.00 239.13 .00 1,655.71 1,704.29 49 1,934.54 Personnel Services Totals $1,308,380.00 $0.00 $1,308,380.00 $99,948.00 $0.00 $676,870.06 $631,509.94 52% $1,210,424.93 Materials & Services 5315 Computer Supplies 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 1,193.37 5319 Office Supplies 1,500.00 .00 1,500.00 .00 .00 1,308.15 191.85 87 858.06 5321 Cleaning Supplies .00 .00 .00 .00 .00 .00 .00 640.44 5322 Lubricants 13,000.00 .00 13,000.00 142.40 .00 1,411.37 11,588.63 11 6,986.85 5323 Fuel 28,000.00 .00 28,000.00 3,118.36 1,185.13 14,115.03 12,699.84 55 31,014.90 5324 Clothing 4,500.00 .00 4,500.00 .00 .00 .00 4,500.00 0 1,038.05 5326 Safety/Medical 3,200.00 .00 3,200.00 92.04 .01 883.58 2,316.41 28 3,515.92 5329 Other Supplies 6,000.00 .00 6,000.00 .00 .00 2,277.81 3,722.19 38 6,996.74 5337 Tires/Parts 9,500.00 .00 9,500.00 .00 .00 19.98 9,480.02 0 5,574.52 5338 Tools 7,000.00 .00 7,000.00 398.57 (379.27) 5,442.88 1,936.39 72 6,325.49 5339 Other Maintenance Supplies 1,500.00 .00 1,500.00 .00 .00 710.96 789.04 47 4,315.71 5352 Protective Clothing 4,000.00 .00 4,000.00 1,738.25 .00 3,923.98 76.02 98 2,235.55 5361 Road Materials 60,000.00 .00 60,000.00 1,042.88 895.73 26,144.25 32,960.02 45 22,643.36 5362 Concrete 3,500.00 .00 3,500.00 .00 .00 .00 3,500.00 0 893.48 5363 Signs 25,000.00 .00 25,000.00 9,128.11 .00 13,606.72 11,393.28 54 16,816.15 5369 Other Street Supplies 40,000.00 .00 40,000.00 1,032.07 .00 5,495.44 34,504.56 14 6,724.10 5419 Other Professional Serv 100,000.00 .00 100,000.00 13,381.49 (441.60) 46,792.03 53,649.57 46 51,677.67 5421 Telephone/Data 5,900.00 .00 5,900.00 509.68 157.03 3,484.48 2,258.49 62 6,004.06 5424 Advertising 1,500.00 .00 1,500.00 .00 .00 55.00 1,445.00 4 .00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 31 of 57 69 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 140 - Street Fund Department 631 - Maintenance Division 4211 - Street Maintenance EXPENSE Materials & Services 5432 Meals 300.00 .00 300.00 .00 .00 .00 300.00 0 397.41 5433 Mileage 300.00 .00 300.00 .00 .00 .00 300.00 0 .00 5439 Travel 3,500.00 .00 3,500.00 .00 .00 .00 3,500.00 0 1,817.55 5445 Work Equipment 12,000.00 .00 12,000.00 4,357.72 .00 7,312.66 4,687.34 61 6,492.51 5446 Software Licenses 16,000.00 .00 16,000.00 705.77 298.93 9,503.54 6,197.53 61 4,875.00 5449 Leases - Other 4,000.00 .00 4,000.00 .00 .00 .00 4,000.00 0 1,968.11 5451 Natural Gas 4,400.00 .00 4,400.00 743.82 .00 1,452.91 2,947.09 33 4,827.13 5453 Electricity 10,000.00 .00 10,000.00 648.34 .00 3,335.28 6,664.72 33 7,057.21 5454 Solid Waste Disposal 1,500.00 .00 1,500.00 .00 .00 .00 1,500.00 0 .00 5471 Equipment Repair & Maint 15,000.00 .00 15,000.00 291.92 201.94 9,792.07 5,005.99 67 13,964.63 5474 Structures Repair & Maint 8,000.00 .00 8,000.00 .00 .01 149.74 7,850.25 2 786.70 5475 Vehicle Repair & Maint 19,000.00 .00 19,000.00 315.73 2,162.64 5,843.75 10,993.61 42 11,848.04 5476 Laundry 10,000.00 .00 10,000.00 600.51 908.19 5,008.23 4,083.58 59 7,856.89 5479 Other Repair & Maint 600,000.00 .00 600,000.00 .00 113,119.05 758.32 486,122.63 19 629,704.24 5482 Tree Maintenance 15,000.00 .00 15,000.00 .00 .00 .00 15,000.00 0 899.70 5491 Dues & Subscriptions .00 .00 .00 50.00 .00 50.00 (50.00) 112.41 5492 Registrations/Training 10,000.00 .00 10,000.00 .00 .00 1,477.43 8,522.57 15 7,315.50 5498 Permits/Fees 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 274.48 Materials & Services Totals $1,047,100.00 $0.00 $1,047,100.00 $38,297.66 $118,107.79 $170,355.59 $758,636.62 28% $875,651.93 Capital Outlay 5649 Other Equipment 157,500.00 .00 157,500.00 .00 .00 .00 157,500.00 0 .00 Capital Outlay Totals $157,500.00 $0.00 $157,500.00 $0.00 $0.00 $0.00 $157,500.00 0% $0.00 EXPENSE TOTALS $2,512,980.00 $0.00 $2,512,980.00 $138,245.66 $118,107.79 $847,225.65 $1,547,646.56 38% $2,086,076.86 Division 4211 - Street Maintenance Totals ($2,512,980.00) $0.00 ($2,512,980.00) ($138,245.66) ($118,107.79) ($847,225.65) ($1,547,646.56) 38% ($2,086,076.86) Division 4299 - Street Admin EXPENSE Materials & Services 5414 Accounting/Auditing 7,000.00 .00 7,000.00 3,325.00 2,450.00 6,860.00 (2,310.00) 133 8,767.99 5419 Other Professional Serv .00 .00 .00 .00 .00 .00 .00 7,887.84 5428 IT Support 45,110.00 .00 45,110.00 3,759.16 .00 26,314.12 18,795.88 58 28,140.00 5448 Internal Rent 5,700.00 .00 5,700.00 475.00 .00 3,325.00 2,375.00 58 5,070.00 5451 Natural Gas 600.00 .00 600.00 .00 .00 .00 600.00 0 .00 5453 Electricity 2,490.00 .00 2,490.00 171.23 .00 1,078.49 1,411.51 43 2,159.68 5456 Street Lighting 250,000.00 .00 250,000.00 26,954.81 4,239.72 153,818.61 91,941.67 63 311,345.40 5461 Auto Insurance 7,740.00 .00 7,740.00 645.00 .00 4,515.00 3,225.00 58 8,919.96 5463 Property/Earthquake Insurance 9,380.00 .00 9,380.00 781.67 .00 5,471.69 3,908.31 58 10,490.04 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 32 of 57 70 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 140 - Street Fund Department 631 - Maintenance Division 4299 - Street Admin EXPENSE Materials & Services 5464 Workers' Comp 19,540.00 .00 19,540.00 1,628.33 .00 11,398.31 8,141.69 58 19,410.00 5465 General Liability Insurance 14,030.00 .00 14,030.00 1,169.17 .00 8,184.19 5,845.81 58 11,760.00 5472 Buildings Repairs & Maint 10,000.00 .00 10,000.00 .00 .00 198.81 9,801.19 2 377.18 5482 Tree Maintenance 4,000.00 .00 4,000.00 .00 .00 .00 4,000.00 0 .00 5483 Sidewalks 15,000.00 .00 15,000.00 .00 .00 .00 15,000.00 0 .00 5500 Banking Fees & Charges 25,870.00 .00 25,870.00 1,917.33 .00 8,483.91 17,386.09 33 .00 Materials & Services Totals $416,460.00 $0.00 $416,460.00 $40,826.70 $6,689.72 $229,648.13 $180,122.15 57% $414,328.09 EXPENSE TOTALS $416,460.00 $0.00 $416,460.00 $40,826.70 $6,689.72 $229,648.13 $180,122.15 57% $414,328.09 Division 4299 - Street Admin Totals ($416,460.00) $0.00 ($416,460.00) ($40,826.70) ($6,689.72) ($229,648.13) ($180,122.15) 57% ($414,328.09) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.363 Transfer to Street & Storm Cap Const Fund .00 .00 .00 .00 .00 .00 .00 1,960,940.48 5811.591 Transfer to Equipment Replace 60,000.00 .00 60,000.00 5,000.00 .00 35,000.00 25,000.00 58 60,000.00 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 11,820.00 5811 - Totals $60,000.00 $0.00 $60,000.00 $5,000.00 $0.00 $35,000.00 $25,000.00 58% $2,032,760.48 Transfers Out Totals $60,000.00 $0.00 $60,000.00 $5,000.00 $0.00 $35,000.00 $25,000.00 58% $2,032,760.48 EXPENSE TOTALS $60,000.00 $0.00 $60,000.00 $5,000.00 $0.00 $35,000.00 $25,000.00 58% $2,032,760.48 Division 9711 - Operating Transfer Out Totals ($60,000.00) $0.00 ($60,000.00) ($5,000.00) $0.00 ($35,000.00) ($25,000.00) 58% ($2,032,760.48) Department 631 - Maintenance Totals ($2,989,440.00) $0.00 ($2,989,440.00) ($184,072.36) ($124,797.51) ($1,111,873.78) ($1,752,768.71) 41% ($4,533,165.43) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 4,175,770.00 .00 4,175,770.00 .00 .00 .00 4,175,770.00 0 .00 Contingencies and Unappropriated Balances Totals $4,175,770.00 $0.00 $4,175,770.00 $0.00 $0.00 $0.00 $4,175,770.00 0% $0.00 EXPENSE TOTALS $4,175,770.00 $0.00 $4,175,770.00 $0.00 $0.00 $0.00 $4,175,770.00 0% $0.00 Division 9971 - Equity Totals ($4,175,770.00) $0.00 ($4,175,770.00) $0.00 $0.00 $0.00 ($4,175,770.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($4,175,770.00) $0.00 ($4,175,770.00) $0.00 $0.00 $0.00 ($4,175,770.00) 0% $0.00 Fund 140 - Street Fund Totals $7,165,210.00 $0.00 $7,165,210.00 $184,072.36 $124,797.51 $1,111,873.78 $5,928,538.71 $4,533,165.43 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 33 of 57 71 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 250 - GO Debt Service Fund Department 151 - Finance Division 9111 - Debt Service EXPENSE Debt Service 5711 Bond Principal 629,000.00 .00 629,000.00 .00 .00 .00 629,000.00 0 597,000.00 5721 Bond Interest 13,100.00 .00 13,100.00 .00 .00 6,208.80 6,891.20 47 24,835.20 Debt Service Totals $642,100.00 $0.00 $642,100.00 $0.00 $0.00 $6,208.80 $635,891.20 1% $621,835.20 EXPENSE TOTALS $642,100.00 $0.00 $642,100.00 $0.00 $0.00 $6,208.80 $635,891.20 1% $621,835.20 Division 9111 - Debt Service Totals ($642,100.00) $0.00 ($642,100.00) $0.00 $0.00 ($6,208.80) ($635,891.20) 1% ($621,835.20) Department 151 - Finance Totals ($642,100.00) $0.00 ($642,100.00) $0.00 $0.00 ($6,208.80) ($635,891.20) 1% ($621,835.20) Fund 250 - GO Debt Service Fund Totals $642,100.00 $0.00 $642,100.00 $0.00 $0.00 $6,208.80 $635,891.20 $621,835.20 Fund 358 - General Cap Const Fund Department 121 - City Administrator Division 9531 - Construction EXPENSE Capital Outlay 5623 5623.046 Pool Projects .00 .00 .00 32,519.00 .00 32,519.00 (32,519.00) .00 5623 - Totals $0.00 $0.00 $0.00 $32,519.00 $0.00 $32,519.00 ($32,519.00) $0.00 5629 Buildings 1,046,250.00 .00 1,046,250.00 .00 .00 20,842.32 1,025,407.68 2 145,336.29 5637 5637 Parks 2,000,000.00 .00 2,000,000.00 .00 52,515.74 11,807.10 1,935,677.16 3 665,263.02 5637.042 Legion Park Playground .00 .00 .00 .00 179,844.91 (3,000.00) (176,844.91) 1,904,389.67 5637 - Totals $2,000,000.00 $0.00 $2,000,000.00 $0.00 $232,360.65 $8,807.10 $1,758,832.25 12% $2,569,652.69 5639 Other Improvements 158,710.00 .00 158,710.00 4,421.00 .00 4,421.00 154,289.00 3 198,276.00 Capital Outlay Totals $3,204,960.00 $0.00 $3,204,960.00 $36,940.00 $232,360.65 $66,589.42 $2,906,009.93 9% $2,913,264.98 EXPENSE TOTALS $3,204,960.00 $0.00 $3,204,960.00 $36,940.00 $232,360.65 $66,589.42 $2,906,009.93 9% $2,913,264.98 Division 9531 - Construction Totals ($3,204,960.00) $0.00 ($3,204,960.00) ($36,940.00) ($232,360.65) ($66,589.42) ($2,906,009.93) 9% ($2,913,264.98) Department 121 - City Administrator Totals ($3,204,960.00) $0.00 ($3,204,960.00) ($36,940.00) ($232,360.65) ($66,589.42) ($2,906,009.93) 9% ($2,913,264.98) Fund 358 - General Cap Const Fund Totals $3,204,960.00 $0.00 $3,204,960.00 $36,940.00 $232,360.65 $66,589.42 $2,906,009.93 $2,913,264.98 Fund 360 - Special Assessment Fund Department 541 - Special Assessment Division 5921 - Special Assessment EXPENSE Materials & Services 5419 Other Professional Serv 2,300.00 .00 2,300.00 .00 .00 76.00 2,224.00 3 .00 Materials & Services Totals $2,300.00 $0.00 $2,300.00 $0.00 $0.00 $76.00 $2,224.00 3% $0.00 EXPENSE TOTALS $2,300.00 $0.00 $2,300.00 $0.00 $0.00 $76.00 $2,224.00 3% $0.00 Division 5921 - Special Assessment Totals ($2,300.00) $0.00 ($2,300.00) $0.00 $0.00 ($76.00) ($2,224.00) 3% $0.00 Department 541 - Special Assessment Totals ($2,300.00) $0.00 ($2,300.00) $0.00 $0.00 ($76.00) ($2,224.00) 3% $0.00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 34 of 57 72 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 360 - Special Assessment Fund Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 39,960.00 .00 39,960.00 .00 .00 .00 39,960.00 0 .00 Contingencies and Unappropriated Balances Totals $39,960.00 $0.00 $39,960.00 $0.00 $0.00 $0.00 $39,960.00 0% $0.00 EXPENSE TOTALS $39,960.00 $0.00 $39,960.00 $0.00 $0.00 $0.00 $39,960.00 0% $0.00 Division 9971 - Equity Totals ($39,960.00) $0.00 ($39,960.00) $0.00 $0.00 $0.00 ($39,960.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($39,960.00) $0.00 ($39,960.00) $0.00 $0.00 $0.00 ($39,960.00) 0% $0.00 Fund 360 - Special Assessment Fund Totals $42,260.00 $0.00 $42,260.00 $0.00 $0.00 $76.00 $42,184.00 $0.00 Fund 363 - Street & Storm Cap Const Fund Department 631 - Maintenance Division 9531 - Construction EXPENSE Capital Outlay 5631 Streets/Alleys/Sidewalks 800,000.00 .00 800,000.00 40,078.57 143,118.93 195,350.95 461,530.12 42 3,222,759.51 5636 Storm Drains 80,000.00 .00 80,000.00 .00 .00 .00 80,000.00 0 72,970.90 Capital Outlay Totals $880,000.00 $0.00 $880,000.00 $40,078.57 $143,118.93 $195,350.95 $541,530.12 38% $3,295,730.41 EXPENSE TOTALS $880,000.00 $0.00 $880,000.00 $40,078.57 $143,118.93 $195,350.95 $541,530.12 38% $3,295,730.41 Division 9531 - Construction Totals ($880,000.00) $0.00 ($880,000.00) ($40,078.57) ($143,118.93) ($195,350.95) ($541,530.12) 38% ($3,295,730.41) Department 631 - Maintenance Totals ($880,000.00) $0.00 ($880,000.00) ($40,078.57) ($143,118.93) ($195,350.95) ($541,530.12) 38% ($3,295,730.41) Fund 363 - Street & Storm Cap Const Fund Totals $880,000.00 $0.00 $880,000.00 $40,078.57 $143,118.93 $195,350.95 $541,530.12 $3,295,730.41 Fund 364 - Parks SDC Fund Department 491 - Parks Administration Division 9511 - Design Engineering EXPENSE Materials & Services 5419 Other Professional Serv 60,000.00 .00 60,000.00 31,228.08 .00 84,752.66 (24,752.66) 141 .00 Materials & Services Totals $60,000.00 $0.00 $60,000.00 $31,228.08 $0.00 $84,752.66 ($24,752.66) 141% $0.00 EXPENSE TOTALS $60,000.00 $0.00 $60,000.00 $31,228.08 $0.00 $84,752.66 ($24,752.66) 141% $0.00 Division 9511 - Design Engineering Totals ($60,000.00) $0.00 ($60,000.00) ($31,228.08) $0.00 ($84,752.66) $24,752.66 141% $0.00 Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.358 Transfer to General Cap Const Fund 1,028,750.00 .00 1,028,750.00 .00 .00 8,807.10 1,019,942.90 1 1,485,954.00 5811 - Totals $1,028,750.00 $0.00 $1,028,750.00 $0.00 $0.00 $8,807.10 $1,019,942.90 1% $1,485,954.00 Transfers Out Totals $1,028,750.00 $0.00 $1,028,750.00 $0.00 $0.00 $8,807.10 $1,019,942.90 1% $1,485,954.00 EXPENSE TOTALS $1,028,750.00 $0.00 $1,028,750.00 $0.00 $0.00 $8,807.10 $1,019,942.90 1% $1,485,954.00 Division 9711 - Operating Transfer Out Totals ($1,028,750.00) $0.00 ($1,028,750.00) $0.00 $0.00 ($8,807.10) ($1,019,942.90) 1% ($1,485,954.00) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 35 of 57 73 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 364 - Parks SDC Fund Department 491 - Parks Administration Totals ($1,088,750.00) $0.00 ($1,088,750.00) ($31,228.08) $0.00 ($93,559.76) ($995,190.24) 9% ($1,485,954.00) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5981 5981.005 Reserve for Future Years 4,805,630.00 .00 4,805,630.00 .00 .00 .00 4,805,630.00 0 .00 5981 - Totals $4,805,630.00 $0.00 $4,805,630.00 $0.00 $0.00 $0.00 $4,805,630.00 0% $0.00 Contingencies and Unappropriated Balances Totals $4,805,630.00 $0.00 $4,805,630.00 $0.00 $0.00 $0.00 $4,805,630.00 0% $0.00 EXPENSE TOTALS $4,805,630.00 $0.00 $4,805,630.00 $0.00 $0.00 $0.00 $4,805,630.00 0% $0.00 Division 9971 - Equity Totals ($4,805,630.00) $0.00 ($4,805,630.00) $0.00 $0.00 $0.00 ($4,805,630.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($4,805,630.00) $0.00 ($4,805,630.00) $0.00 $0.00 $0.00 ($4,805,630.00) 0% $0.00 Fund 364 - Parks SDC Fund Totals $5,894,380.00 $0.00 $5,894,380.00 $31,228.08 $0.00 $93,559.76 $5,800,820.24 $1,485,954.00 Fund 376 - Transportation SDC Fund Department 631 - Maintenance Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.001 Transfer to General Fund 200,000.00 .00 200,000.00 .00 .00 .00 200,000.00 0 .00 5811.358 Transfer to General Cap Const Fund 50,000.00 .00 50,000.00 .00 .00 .00 50,000.00 0 .00 5811.363 Transfer to Street & Storm Cap Const Fund 170,000.00 .00 170,000.00 29,752.13 .00 153,970.04 16,029.96 91 1,000,000.00 5811 - Totals $420,000.00 $0.00 $420,000.00 $29,752.13 $0.00 $153,970.04 $266,029.96 37% $1,000,000.00 Transfers Out Totals $420,000.00 $0.00 $420,000.00 $29,752.13 $0.00 $153,970.04 $266,029.96 37% $1,000,000.00 EXPENSE TOTALS $420,000.00 $0.00 $420,000.00 $29,752.13 $0.00 $153,970.04 $266,029.96 37% $1,000,000.00 Division 9711 - Operating Transfer Out Totals ($420,000.00) $0.00 ($420,000.00) ($29,752.13) $0.00 ($153,970.04) ($266,029.96) 37% ($1,000,000.00) Department 631 - Maintenance Totals ($420,000.00) $0.00 ($420,000.00) ($29,752.13) $0.00 ($153,970.04) ($266,029.96) 37% ($1,000,000.00) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5981 5981.005 Reserve for Future Years 14,628,430.00 .00 14,628,430.00 .00 .00 .00 14,628,430.00 0 .00 5981 - Totals $14,628,430.00 $0.00 $14,628,430.00 $0.00 $0.00 $0.00 $14,628,430.00 0% $0.00 Contingencies and Unappropriated Balances Totals $14,628,430.00 $0.00 $14,628,430.00 $0.00 $0.00 $0.00 $14,628,430.00 0% $0.00 EXPENSE TOTALS $14,628,430.00 $0.00 $14,628,430.00 $0.00 $0.00 $0.00 $14,628,430.00 0% $0.00 Division 9971 - Equity Totals ($14,628,430.00) $0.00 ($14,628,430.00) $0.00 $0.00 $0.00 ($14,628,430.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($14,628,430.00) $0.00 ($14,628,430.00) $0.00 $0.00 $0.00 ($14,628,430.00) 0% $0.00 Fund 376 - Transportation SDC Fund Totals $15,048,430.00 $0.00 $15,048,430.00 $29,752.13 $0.00 $153,970.04 $14,894,459.96 $1,000,000.00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 36 of 57 74 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 377 - Storm SDC Fund Department 631 - Maintenance Division 9511 - Design Engineering EXPENSE Materials & Services 5419 Other Professional Serv 250,000.00 .00 250,000.00 11,627.75 43,664.22 86,658.01 119,677.77 52 .00 Materials & Services Totals $250,000.00 $0.00 $250,000.00 $11,627.75 $43,664.22 $86,658.01 $119,677.77 52% $0.00 EXPENSE TOTALS $250,000.00 $0.00 $250,000.00 $11,627.75 $43,664.22 $86,658.01 $119,677.77 52% $0.00 Division 9511 - Design Engineering Totals ($250,000.00) $0.00 ($250,000.00) ($11,627.75) ($43,664.22) ($86,658.01) ($119,677.77) 52% $0.00 Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.363 Transfer to Street & Storm Cap Const Fund 67,320.00 .00 67,320.00 9,917.38 .00 40,971.85 26,348.15 61 114,126.00 5811 - Totals $67,320.00 $0.00 $67,320.00 $9,917.38 $0.00 $40,971.85 $26,348.15 61% $114,126.00 Transfers Out Totals $67,320.00 $0.00 $67,320.00 $9,917.38 $0.00 $40,971.85 $26,348.15 61% $114,126.00 EXPENSE TOTALS $67,320.00 $0.00 $67,320.00 $9,917.38 $0.00 $40,971.85 $26,348.15 61% $114,126.00 Division 9711 - Operating Transfer Out Totals ($67,320.00) $0.00 ($67,320.00) ($9,917.38) $0.00 ($40,971.85) ($26,348.15) 61% ($114,126.00) Department 631 - Maintenance Totals ($317,320.00) $0.00 ($317,320.00) ($21,545.13) ($43,664.22) ($127,629.86) ($146,025.92) 54% ($114,126.00) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5981 5981.005 Reserve for Future Years 774,470.00 .00 774,470.00 .00 .00 .00 774,470.00 0 .00 5981 - Totals $774,470.00 $0.00 $774,470.00 $0.00 $0.00 $0.00 $774,470.00 0% $0.00 Contingencies and Unappropriated Balances Totals $774,470.00 $0.00 $774,470.00 $0.00 $0.00 $0.00 $774,470.00 0% $0.00 EXPENSE TOTALS $774,470.00 $0.00 $774,470.00 $0.00 $0.00 $0.00 $774,470.00 0% $0.00 Division 9971 - Equity Totals ($774,470.00) $0.00 ($774,470.00) $0.00 $0.00 $0.00 ($774,470.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($774,470.00) $0.00 ($774,470.00) $0.00 $0.00 $0.00 ($774,470.00) 0% $0.00 Fund 377 - Storm SDC Fund Totals $1,091,790.00 $0.00 $1,091,790.00 $21,545.13 $43,664.22 $127,629.86 $920,495.92 $114,126.00 Fund 465 - Sewer Cap Const Fund Department 621 - Sewer Division 9511 - Design Engineering EXPENSE Capital Outlay 5635 Sewer 100,000.00 .00 100,000.00 .00 .00 .00 100,000.00 0 .00 Capital Outlay Totals $100,000.00 $0.00 $100,000.00 $0.00 $0.00 $0.00 $100,000.00 0% $0.00 EXPENSE TOTALS $100,000.00 $0.00 $100,000.00 $0.00 $0.00 $0.00 $100,000.00 0% $0.00 Division 9511 - Design Engineering Totals ($100,000.00) $0.00 ($100,000.00) $0.00 $0.00 $0.00 ($100,000.00) 0% $0.00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 37 of 57 75 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 465 - Sewer Cap Const Fund Department 621 - Sewer Division 9531 - Construction EXPENSE Capital Outlay 5635 Sewer 2,035,000.00 .00 2,035,000.00 4,080.31 70,669.16 90,371.99 1,873,958.85 8 3,216,090.66 Capital Outlay Totals $2,035,000.00 $0.00 $2,035,000.00 $4,080.31 $70,669.16 $90,371.99 $1,873,958.85 8% $3,216,090.66 EXPENSE TOTALS $2,035,000.00 $0.00 $2,035,000.00 $4,080.31 $70,669.16 $90,371.99 $1,873,958.85 8% $3,216,090.66 Division 9531 - Construction Totals ($2,035,000.00) $0.00 ($2,035,000.00) ($4,080.31) ($70,669.16) ($90,371.99) ($1,873,958.85) 8% ($3,216,090.66) Department 621 - Sewer Totals ($2,135,000.00) $0.00 ($2,135,000.00) ($4,080.31) ($70,669.16) ($90,371.99) ($1,973,958.85) 8% ($3,216,090.66) Fund 465 - Sewer Cap Const Fund Totals $2,135,000.00 $0.00 $2,135,000.00 $4,080.31 $70,669.16 $90,371.99 $1,973,958.85 $3,216,090.66 Fund 466 - Water Cap Const Fund Department 611 - Water Division 9511 - Design Engineering EXPENSE Capital Outlay 5634 Water - Capital 50,000.00 550,000.00 600,000.00 .00 .00 .00 600,000.00 0 14,396.38 Capital Outlay Totals $50,000.00 $550,000.00 $600,000.00 $0.00 $0.00 $0.00 $600,000.00 0% $14,396.38 EXPENSE TOTALS $50,000.00 $550,000.00 $600,000.00 $0.00 $0.00 $0.00 $600,000.00 0% $14,396.38 Division 9511 - Design Engineering Totals ($50,000.00) ($550,000.00) ($600,000.00) $0.00 $0.00 $0.00 ($600,000.00) 0% ($14,396.38) Division 9521 - Right of Way EXPENSE Capital Outlay 5611 Land 900,000.00 .00 900,000.00 .00 .00 40,000.00 860,000.00 4 .00 Capital Outlay Totals $900,000.00 $0.00 $900,000.00 $0.00 $0.00 $40,000.00 $860,000.00 4% $0.00 EXPENSE TOTALS $900,000.00 $0.00 $900,000.00 $0.00 $0.00 $40,000.00 $860,000.00 4% $0.00 Division 9521 - Right of Way Totals ($900,000.00) $0.00 ($900,000.00) $0.00 $0.00 ($40,000.00) ($860,000.00) 4% $0.00 Division 9531 - Construction EXPENSE Capital Outlay 5634 Water - Capital 1,056,800.00 .00 1,056,800.00 17,637.65 (770,712.88) 698,781.36 1,128,731.52 -7 2,844,144.26 Capital Outlay Totals $1,056,800.00 $0.00 $1,056,800.00 $17,637.65 ($770,712.88) $698,781.36 $1,128,731.52 $2,844,144.26 EXPENSE TOTALS $1,056,800.00 $0.00 $1,056,800.00 $17,637.65 ($770,712.88) $698,781.36 $1,128,731.52 $2,844,144.26 Division 9531 - Construction Totals ($1,056,800.00) $0.00 ($1,056,800.00) ($17,637.65) $770,712.88 ($698,781.36) ($1,128,731.52) ($2,844,144.26) Department 611 - Water Totals ($2,006,800.00) ($550,000.00) ($2,556,800.00) ($17,637.65) $770,712.88 ($738,781.36) ($2,588,731.52) ($2,858,540.64) Fund 466 - Water Cap Const Fund Totals $2,006,800.00 $550,000.00 $2,556,800.00 $17,637.65 ($770,712.88) $738,781.36 $2,588,731.52 $2,858,540.64 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 38 of 57 76 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 470 - Water Fund Department 611 - Water Division 6411 - Water Supply EXPENSE Personnel Services 5111 Regular Wages 1,329,090.00 .00 1,329,090.00 89,837.13 .00 653,092.03 675,997.97 49 1,168,831.02 5112 Part-Time Wages 21,170.00 .00 21,170.00 1,046.21 .00 6,681.32 14,488.68 32 9,001.58 5121 Overtime 19,260.00 .00 19,260.00 518.12 .00 5,992.76 13,267.24 31 16,031.38 5211 OR Workers' Benefit 380.00 .00 380.00 17.95 .00 152.93 227.07 40 298.14 5212 Social Security 105,420.00 .00 105,420.00 6,809.94 .00 48,549.85 56,870.15 46 92,308.50 5213 Med & Dent Ins 308,900.00 .00 308,900.00 23,796.95 .00 140,894.96 168,005.04 46 261,831.23 5214 5214 Retirement .00 .00 .00 .00 .00 .00 .00 2,927.97 5214.100 PERS - City 247,100.00 .00 247,100.00 15,717.52 .00 115,296.84 131,803.16 47 186,777.63 5214.600 PERS 6% 79,060.00 .00 79,060.00 5,350.62 .00 37,479.97 41,580.03 47 70,778.27 5214.800 DEFERED COMP - CITY 23,800.00 .00 23,800.00 1,502.92 .00 14,714.39 9,085.61 62 21,367.73 5214 - Totals $349,960.00 $0.00 $349,960.00 $22,571.06 $0.00 $167,491.20 $182,468.80 48% $281,851.60 5215 Long Term Disability Ins 2,190.00 .00 2,190.00 174.77 .00 1,067.69 1,122.31 49 2,160.81 5216 Unemployment Insurance 17,790.00 .00 17,790.00 1,188.13 .00 8,654.65 9,135.35 49 10,315.85 5217 Life Insurance 1,400.00 .00 1,400.00 112.60 .00 687.32 712.68 49 1,392.37 5218 Paid Family Leave Insurance 5,450.00 .00 5,450.00 339.75 .00 2,469.72 2,980.28 45 2,892.81 Personnel Services Totals $2,161,010.00 $0.00 $2,161,010.00 $146,412.61 $0.00 $1,035,734.43 $1,125,275.57 48% $1,846,915.29 Materials & Services 5315 Computer Supplies 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5319 Office Supplies 1,750.00 .00 1,750.00 66.31 .00 1,459.95 290.05 83 1,285.21 5323 Fuel 20,000.00 .00 20,000.00 252.05 806.11 6,119.58 13,074.31 35 14,421.11 5324 Clothing 4,500.00 .00 4,500.00 72.00 .00 340.36 4,159.64 8 477.31 5326 Safety/Medical 3,000.00 .00 3,000.00 196.71 .00 1,566.22 1,433.78 52 2,085.93 5327 Chemicals 130,000.00 .00 130,000.00 1,728.67 88,698.85 57,013.32 (15,712.17) 112 107,000.42 5328 Lab Supplies 2,500.00 .00 2,500.00 4,310.70 .00 5,031.18 (2,531.18) 201 906.72 5329 Other Supplies 3,200.00 .00 3,200.00 33.94 .00 1,702.96 1,497.04 53 3,060.16 5338 Tools 3,000.00 .00 3,000.00 .00 .00 3,925.76 (925.76) 131 1,369.40 5339 Other Maintenance Supplies 2,000.00 .00 2,000.00 10.88 .00 35.86 1,964.14 2 468.78 5379 5379 Water/Sewer Supplies 20,000.00 .00 20,000.00 .00 1,475.00 2,622.05 15,902.95 20 29,072.26 5379.001 Line Repair Supplies 20,000.00 .00 20,000.00 299.59 .00 2,704.32 17,295.68 14 3,483.39 5379.002 Customer Service 20,000.00 .00 20,000.00 3,310.53 .00 7,607.57 12,392.43 38 13,993.21 5379.003 Pump Supplies 4,500.00 .00 4,500.00 2,604.58 .00 3,624.53 875.47 81 831.81 5379.004 Meter Parts 20,000.00 .00 20,000.00 .00 .00 438.62 19,561.38 2 13,175.06 5379.005 Protective Equipment 2,500.00 .00 2,500.00 .00 .00 1,972.10 527.90 79 2,004.67 5379 - Totals $87,000.00 $0.00 $87,000.00 $6,214.70 $1,475.00 $18,969.19 $66,555.81 23% $62,560.40 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 39 of 57 77 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 470 - Water Fund Department 611 - Water Division 6411 - Water Supply EXPENSE Materials & Services 5419 5419 Other Professional Serv 16,000.00 20,000.00 36,000.00 16,828.12 265.65 17,656.97 18,077.38 50 18,223.60 5419.501 Testing/Lab 20,000.00 .00 20,000.00 .00 162.00 2,050.67 17,787.33 11 16,302.39 5419.707 Educ Outreach 3,500.00 .00 3,500.00 .00 .00 .00 3,500.00 0 97.30 5419 - Totals $39,500.00 $20,000.00 $59,500.00 $16,828.12 $427.65 $19,707.64 $39,364.71 34% $34,623.29 5421 Telephone/Data 10,000.00 .00 10,000.00 982.25 103.92 6,221.57 3,674.51 63 11,496.10 5422 Postage 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 .00 5445 Work Equipment 1,500.00 .00 1,500.00 14.98 .00 14.98 1,485.02 1 671.79 5446 Software Licenses 20,000.00 .00 20,000.00 1,281.94 689.81 7,724.57 11,585.62 42 25,643.00 5449 Leases - Other .00 .00 .00 .00 .00 .00 .00 1,916.11 5451 Natural Gas 3,500.00 .00 3,500.00 417.58 .00 1,101.66 2,398.34 31 3,513.19 5453 Electricity 325,000.00 .00 325,000.00 21,759.82 .00 172,969.66 152,030.34 53 324,738.58 5454 Solid Waste Disposal 1,300.00 .00 1,300.00 .00 .00 .00 1,300.00 0 .00 5471 Equipment Repair & Maint 10,500.00 .00 10,500.00 67.55 278.03 4,800.61 5,421.36 48 4,523.55 5472 Buildings Repairs & Maint 3,000.00 .00 3,000.00 33.98 38.61 5,249.42 (2,288.03) 176 3,292.72 5475 Vehicle Repair & Maint 5,000.00 .00 5,000.00 262.30 1,082.05 3,148.82 769.13 85 8,236.37 5479 Other Repair & Maint 205,000.00 .00 205,000.00 4,107.02 14,576.07 85,291.36 105,132.57 49 184,740.06 5491 Dues & Subscriptions 2,400.00 .00 2,400.00 335.00 .00 2,048.00 352.00 85 1,455.00 5492 Registrations/Training 3,500.00 .00 3,500.00 125.00 .00 4,192.97 (692.97) 120 3,095.32 5493 Printing/Binding .00 .00 .00 .00 .00 .00 .00 35.00 5498 Permits/Fees 1,500.00 .00 1,500.00 200.00 .00 845.00 655.00 56 8,705.30 Materials & Services Totals $890,150.00 $20,000.00 $910,150.00 $59,301.50 $108,176.10 $409,480.64 $392,493.26 57% $810,320.82 Capital Outlay 5642 Passenger Vehicles 43,000.00 .00 43,000.00 .00 .00 .00 43,000.00 0 .00 Capital Outlay Totals $43,000.00 $0.00 $43,000.00 $0.00 $0.00 $0.00 $43,000.00 0% $0.00 EXPENSE TOTALS $3,094,160.00 $20,000.00 $3,114,160.00 $205,714.11 $108,176.10 $1,445,215.07 $1,560,768.83 50% $2,657,236.11 Division 6411 - Water Supply Totals ($3,094,160.00) ($20,000.00) ($3,114,160.00) ($205,714.11) ($108,176.10) ($1,445,215.07) ($1,560,768.83) 50% ($2,657,236.11) Division 6499 - Water Administration EXPENSE Materials & Services 5319 Office Supplies .00 .00 .00 .00 .00 656.43 (656.43) 256.48 5409 5409.140 Garage Services 20,010.00 .00 20,010.00 .00 .00 5,006.43 15,003.57 25 5,818.48 5409 - Totals $20,010.00 $0.00 $20,010.00 $0.00 $0.00 $5,006.43 $15,003.57 25% $5,818.48 5414 Accounting/Auditing 5,000.00 .00 5,000.00 2,375.00 1,750.00 4,900.00 (1,650.00) 133 6,262.85 5419 Other Professional Serv 15,000.00 .00 15,000.00 .00 .00 .00 15,000.00 0 .00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 40 of 57 78 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 470 - Water Fund Department 611 - Water Division 6499 - Water Administration EXPENSE Materials & Services 5422 Postage 20,000.00 .00 20,000.00 1,321.56 9,312.10 11,327.30 (639.40) 103 21,220.35 5428 IT Support 64,910.00 .00 64,910.00 5,409.16 .00 37,864.12 27,045.88 58 59,220.00 5448 Internal Rent 14,580.00 .00 14,580.00 1,215.00 .00 8,505.00 6,075.00 58 12,950.00 5450 General Right of Way Charge 234,340.00 .00 234,340.00 18,959.83 .00 172,613.50 61,726.50 74 259,159.58 5460 Property Tax Expense 7,000.00 .00 7,000.00 .00 .00 5,313.42 1,686.58 76 14,525.85 5461 Auto Insurance 7,440.00 .00 7,440.00 620.00 .00 4,340.00 3,100.00 58 8,109.96 5463 Property/Earthquake Insurance 31,440.00 .00 31,440.00 2,620.00 .00 18,340.00 13,100.00 58 27,930.00 5464 Workers' Comp 13,950.00 .00 13,950.00 1,162.50 .00 8,137.50 5,812.50 58 15,549.96 5465 General Liability Insurance 16,290.00 .00 16,290.00 1,357.50 .00 9,502.50 6,787.50 58 16,790.04 5472 Buildings Repairs & Maint 5,530.00 .00 5,530.00 .00 .00 .00 5,530.00 0 2,238.38 5493 Printing/Binding 16,000.00 .00 16,000.00 646.52 6,455.09 5,826.91 3,718.00 77 11,229.55 5500 Banking Fees & Charges 55,540.00 .00 55,540.00 5,849.21 .00 40,436.75 15,103.25 73 57,491.34 Materials & Services Totals $527,030.00 $0.00 $527,030.00 $41,536.28 $17,517.19 $332,769.86 $176,742.95 66% $518,752.82 Debt Service 5711 Bond Principal 2,260,000.00 .00 2,260,000.00 .00 .00 2,244,000.00 16,000.00 99 1,442,000.00 5721 Bond Interest 12,000.00 .00 12,000.00 .00 .00 7,513.66 4,486.34 63 87,171.00 Debt Service Totals $2,272,000.00 $0.00 $2,272,000.00 $0.00 $0.00 $2,251,513.66 $20,486.34 99% $1,529,171.00 EXPENSE TOTALS $2,799,030.00 $0.00 $2,799,030.00 $41,536.28 $17,517.19 $2,584,283.52 $197,229.29 93% $2,047,923.82 Division 6499 - Water Administration Totals ($2,799,030.00) $0.00 ($2,799,030.00) ($41,536.28) ($17,517.19) ($2,584,283.52) ($197,229.29) 93% ($2,047,923.82) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.466 Transfer to Water Cap Const 354,000.00 .00 354,000.00 64,805.50 .00 64,805.50 289,194.50 18 1,364,931.77 5811.591 Transfer to Equipment Replace 60,000.00 .00 60,000.00 5,000.00 .00 35,000.00 25,000.00 58 60,000.00 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 19,230.00 5811 - Totals $414,000.00 $0.00 $414,000.00 $69,805.50 $0.00 $99,805.50 $314,194.50 24% $1,444,161.77 Transfers Out Totals $414,000.00 $0.00 $414,000.00 $69,805.50 $0.00 $99,805.50 $314,194.50 24% $1,444,161.77 EXPENSE TOTALS $414,000.00 $0.00 $414,000.00 $69,805.50 $0.00 $99,805.50 $314,194.50 24% $1,444,161.77 Division 9711 - Operating Transfer Out Totals ($414,000.00) $0.00 ($414,000.00) ($69,805.50) $0.00 ($99,805.50) ($314,194.50) 24% ($1,444,161.77) Department 611 - Water Totals ($6,307,190.00) ($20,000.00) ($6,327,190.00) ($317,055.89) ($125,693.29) ($4,129,304.09) ($2,072,192.62) 67% ($6,149,321.70) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 41 of 57 79 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 470 - Water Fund Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 181,060.00 .00 181,060.00 .00 .00 .00 181,060.00 0 .00 5981 5981.005 Reserve for Future Years 561,800.00 .00 561,800.00 .00 .00 .00 561,800.00 0 .00 5981 - Totals $561,800.00 $0.00 $561,800.00 $0.00 $0.00 $0.00 $561,800.00 0% $0.00 Contingencies and Unappropriated Balances Totals $742,860.00 $0.00 $742,860.00 $0.00 $0.00 $0.00 $742,860.00 0% $0.00 EXPENSE TOTALS $742,860.00 $0.00 $742,860.00 $0.00 $0.00 $0.00 $742,860.00 0% $0.00 Division 9971 - Equity Totals ($742,860.00) $0.00 ($742,860.00) $0.00 $0.00 $0.00 ($742,860.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($742,860.00) $0.00 ($742,860.00) $0.00 $0.00 $0.00 ($742,860.00) 0% $0.00 Fund 470 - Water Fund Totals $7,050,050.00 $20,000.00 $7,070,050.00 $317,055.89 $125,693.29 $4,129,304.09 $2,815,052.62 $6,149,321.70 Fund 472 - Sewer Fund Department 621 - Sewer Division 6511 - WWTP Operation EXPENSE Personnel Services 5111 Regular Wages 1,638,390.00 .00 1,638,390.00 100,232.09 .00 703,572.25 934,817.75 43 1,219,666.89 5112 Part-Time Wages 14,070.00 .00 14,070.00 1,749.99 .00 11,506.60 2,563.40 82 16,546.09 5121 Overtime 31,700.00 .00 31,700.00 720.83 .00 13,724.84 17,975.16 43 34,905.28 5211 OR Workers' Benefit 460.00 .00 460.00 20.37 .00 161.61 298.39 35 306.28 5212 Social Security 129,420.00 .00 129,420.00 7,692.68 .00 53,269.68 76,150.32 41 98,054.80 5213 Med & Dent Ins 395,090.00 .00 395,090.00 24,070.49 .00 130,955.22 264,134.78 33 246,740.00 5214 5214 Retirement .00 .00 .00 .00 .00 .00 .00 2,927.97 5214.100 PERS - City 305,170.00 .00 305,170.00 16,541.11 .00 119,425.73 185,744.27 39 195,955.49 5214.600 PERS 6% 98,340.00 .00 98,340.00 5,624.40 .00 38,831.08 59,508.92 39 75,009.72 5214.800 DEFERED COMP - CITY 25,920.00 .00 25,920.00 1,360.72 .00 14,253.74 11,666.26 55 23,339.20 5214 - Totals $429,430.00 $0.00 $429,430.00 $23,526.23 $0.00 $172,510.55 $256,919.45 40% $297,232.38 5215 Long Term Disability Ins 2,680.00 .00 2,680.00 208.92 .00 1,242.98 1,437.02 46 2,247.81 5216 Unemployment Insurance 21,870.00 .00 21,870.00 1,335.08 .00 9,474.42 12,395.58 43 11,030.01 5217 Life Insurance 1,760.00 .00 1,760.00 134.52 .00 799.74 960.26 45 1,445.80 5218 Paid Family Leave Insurance 6,740.00 .00 6,740.00 389.43 .00 2,741.60 3,998.40 41 3,072.45 Personnel Services Totals $2,671,610.00 $0.00 $2,671,610.00 $160,080.63 $0.00 $1,099,959.49 $1,571,650.51 41% $1,931,247.79 Materials & Services 5315 Computer Supplies 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 2,672.37 5319 Office Supplies 2,000.00 .00 2,000.00 46.23 .00 1,076.72 923.28 54 4,773.58 5322 Lubricants 1,200.00 .00 1,200.00 .00 .00 .00 1,200.00 0 .00 5323 Fuel 30,500.00 .00 30,500.00 164.15 2,480.18 2,970.11 25,049.71 18 17,357.18 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 42 of 57 80 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 472 - Sewer Fund Department 621 - Sewer Division 6511 - WWTP Operation EXPENSE Materials & Services 5324 Clothing 4,000.00 .00 4,000.00 .00 .00 .00 4,000.00 0 261.01 5326 Safety/Medical 7,000.00 .00 7,000.00 114.59 560.48 2,638.78 3,800.74 46 10,897.36 5327 Chemicals 30,000.00 .00 30,000.00 .00 1,232.00 11,954.04 16,813.96 44 24,704.10 5328 Lab Supplies 24,000.00 .00 24,000.00 1,523.93 61.30 11,501.20 12,437.50 48 18,994.13 5329 Other Supplies 2,000.00 .00 2,000.00 .00 89.97 6,069.54 (4,159.51) 308 16,126.48 5335 Electrical Supplies 14,500.00 .00 14,500.00 .00 .00 5,620.94 8,879.06 39 .00 5336 HVAC 11,000.00 .00 11,000.00 1,885.29 3,379.90 5,643.89 1,976.21 82 16,002.91 5338 Tools 2,000.00 .00 2,000.00 .00 .00 9,314.92 (7,314.92) 466 6,215.45 5352 Protective Clothing 2,500.00 .00 2,500.00 .00 .00 3,693.37 (1,193.37) 148 1,337.39 5379 Water/Sewer Supplies .00 .00 .00 3,973.10 1,475.00 6,839.21 (8,314.21) 2,975.55 5384 Trees 12,000.00 .00 12,000.00 .00 .00 .00 12,000.00 0 .00 5411 Engineering & Architect 5,000.00 .00 5,000.00 .00 .00 .00 5,000.00 0 .00 5419 5419 Other Professional Serv 25,000.00 .00 25,000.00 7,440.15 2,509.12 20,303.32 2,187.56 91 6,603.47 5419.501 Testing/Lab 26,000.00 .00 26,000.00 384.59 9,711.00 16,125.00 164.00 99 36,421.85 5419.707 Educ Outreach 2,500.00 .00 2,500.00 .00 .00 25.00 2,475.00 1 1,282.47 5419 - Totals $53,500.00 $0.00 $53,500.00 $7,824.74 $12,220.12 $36,453.32 $4,826.56 91% $44,307.79 5421 Telephone/Data 16,000.00 .00 16,000.00 1,816.71 349.03 9,934.02 5,716.95 64 16,040.10 5422 Postage 800.00 .00 800.00 .00 841.57 36.31 (77.88) 110 106.62 5429 Other Communication Serv 5,000.00 .00 5,000.00 .00 .00 434.06 4,565.94 9 299.00 5432 Meals 500.00 .00 500.00 .00 .00 79.67 420.33 16 584.28 5433 Mileage 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5439 Travel 1,500.00 .00 1,500.00 .00 .00 .00 1,500.00 0 1,232.74 5443 Office Equipment 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 .00 5446 Software Licenses 10,000.00 .00 10,000.00 44.93 .00 15,269.58 (5,269.58) 153 13,400.00 5449 Leases - Other 19,000.00 .00 19,000.00 .00 8,076.30 .00 10,923.70 43 .00 5451 Natural Gas 38,000.00 .00 38,000.00 4,939.32 .00 19,215.52 18,784.48 51 47,212.78 5453 Electricity 395,000.00 .00 395,000.00 34,989.10 .00 201,760.29 193,239.71 51 414,667.62 5454 Solid Waste Disposal 2,500.00 .00 2,500.00 .00 .00 .00 2,500.00 0 1,619.00 5471 Equipment Repair & Maint 125,000.00 .00 125,000.00 4,620.00 2,266.03 60,275.32 62,458.65 50 166,908.29 5472 Buildings Repairs & Maint 15,000.00 .00 15,000.00 160.65 .00 3,246.71 11,753.29 22 13,678.52 5475 Vehicle Repair & Maint 12,000.00 .00 12,000.00 .00 30.05 3,990.22 7,979.73 34 4,703.50 5476 Laundry 19,000.00 .00 19,000.00 749.14 2,982.16 3,017.84 13,000.00 32 10,350.50 5477 Instrumentation & Calibra 5,000.00 .00 5,000.00 .00 .00 1,650.00 3,350.00 33 2,305.00 5479 Other Repair & Maint 550,000.00 .00 550,000.00 9,418.67 7,331.15 200,225.99 342,442.86 38 492,097.63 5492 Registrations/Training 5,000.00 .00 5,000.00 .00 .00 1,529.80 3,470.20 31 2,918.65 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 43 of 57 81 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 472 - Sewer Fund Department 621 - Sewer Division 6511 - WWTP Operation EXPENSE Materials & Services 5493 Printing/Binding .00 .00 .00 .00 .00 .00 .00 630.00 5498 Permits/Fees 35,000.00 .00 35,000.00 30,966.50 .00 32,663.50 2,336.50 93 34,718.26 Materials & Services Totals $1,460,000.00 $0.00 $1,460,000.00 $103,237.05 $43,375.24 $657,104.87 $759,519.89 48% $1,390,097.79 Capital Outlay 5649 Other Equipment .00 .00 .00 .00 29,508.43 .00 (29,508.43) .00 Capital Outlay Totals $0.00 $0.00 $0.00 $0.00 $29,508.43 $0.00 ($29,508.43) $0.00 EXPENSE TOTALS $4,131,610.00 $0.00 $4,131,610.00 $263,317.68 $72,883.67 $1,757,064.36 $2,301,661.97 44% $3,321,345.58 Division 6511 - WWTP Operation Totals ($4,131,610.00) $0.00 ($4,131,610.00) ($263,317.68) ($72,883.67) ($1,757,064.36) ($2,301,661.97) 44% ($3,321,345.58) Division 6599 - Sewer Administration EXPENSE Materials & Services 5409 5409.140 Garage Services 20,610.00 .00 20,610.00 .00 .00 2,408.42 18,201.58 12 6,905.20 5409 - Totals $20,610.00 $0.00 $20,610.00 $0.00 $0.00 $2,408.42 $18,201.58 12% $6,905.20 5414 Accounting/Auditing 16,500.00 .00 16,500.00 7,600.00 5,600.00 15,680.00 (4,780.00) 129 20,161.12 5419 5419 Other Professional Serv 3,500.00 .00 3,500.00 .00 .00 .00 3,500.00 0 .00 5419.003 US Gauging Station Fees 15,000.00 .00 15,000.00 .00 .00 .00 15,000.00 0 .00 5419 - Totals $18,500.00 $0.00 $18,500.00 $0.00 $0.00 $0.00 $18,500.00 0% $0.00 5422 Postage 20,000.00 .00 20,000.00 932.67 9,312.12 8,405.88 2,282.00 89 16,199.77 5428 IT Support 91,320.00 .00 91,320.00 7,610.00 .00 53,270.00 38,050.00 58 82,320.00 5446 Software Licenses 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 .00 5448 Internal Rent 27,180.00 .00 27,180.00 2,265.00 .00 15,855.00 11,325.00 58 24,150.00 5449 Leases - Other 20,000.00 .00 20,000.00 .00 .00 .00 20,000.00 0 24,228.90 5450 General Right of Way Charge 454,420.00 .00 454,420.00 45,584.23 .00 318,237.99 136,182.01 70 515,765.74 5461 Auto Insurance 5,450.00 .00 5,450.00 454.17 .00 3,179.19 2,270.81 58 6,270.00 5463 Property/Earthquake Insurance 48,720.00 .00 48,720.00 4,060.00 .00 28,420.00 20,300.00 58 49,420.08 5464 Workers' Comp 27,290.00 .00 27,290.00 2,274.17 .00 15,919.19 11,370.81 58 28,929.96 5465 General Liability Insurance 19,870.00 .00 19,870.00 1,655.83 .00 11,590.81 8,279.19 58 21,450.00 5472 Buildings Repairs & Maint 400.00 .00 400.00 .00 .00 .00 400.00 0 .00 5481 Utility Assistance Program 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 .00 5493 Printing/Binding 20,000.00 .00 20,000.00 646.52 6,455.09 5,826.91 7,718.00 61 11,229.55 5500 Banking Fees & Charges 65,480.00 .00 65,480.00 6,719.94 .00 45,400.63 20,079.37 69 62,997.94 Materials & Services Totals $860,740.00 $0.00 $860,740.00 $79,802.53 $21,367.21 $524,194.02 $315,178.77 63% $870,028.26 Debt Service Run by Karen AIC on 02/13/2024 09:48:40 AM Page 44 of 57 82 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 472 - Sewer Fund Department 621 - Sewer Division 6599 - Sewer Administration EXPENSE Debt Service 5721 Bond Interest .00 .00 .00 .00 .00 .00 .00 1,095,402.14 Debt Service Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1,095,402.14 EXPENSE TOTALS $860,740.00 $0.00 $860,740.00 $79,802.53 $21,367.21 $524,194.02 $315,178.77 63% $1,965,430.40 Division 6599 - Sewer Administration Totals ($860,740.00) $0.00 ($860,740.00) ($79,802.53) ($21,367.21) ($524,194.02) ($315,178.77) 63% ($1,965,430.40) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.140 Transfer to Street 90,000.00 .00 90,000.00 7,500.00 .00 52,500.00 37,500.00 58 90,000.00 5811.465 Transfer to Sewer Cap Const 2,035,000.00 .00 2,035,000.00 2,817.25 .00 89,108.93 1,945,891.07 4 1,238,165.78 5811.591 Transfer to Equipment Replace 60,000.00 .00 60,000.00 5,000.00 .00 35,000.00 25,000.00 58 60,000.00 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 26,180.04 5811 - Totals $2,185,000.00 $0.00 $2,185,000.00 $15,317.25 $0.00 $176,608.93 $2,008,391.07 8% $1,414,345.82 Transfers Out Totals $2,185,000.00 $0.00 $2,185,000.00 $15,317.25 $0.00 $176,608.93 $2,008,391.07 8% $1,414,345.82 EXPENSE TOTALS $2,185,000.00 $0.00 $2,185,000.00 $15,317.25 $0.00 $176,608.93 $2,008,391.07 8% $1,414,345.82 Division 9711 - Operating Transfer Out Totals ($2,185,000.00) $0.00 ($2,185,000.00) ($15,317.25) $0.00 ($176,608.93) ($2,008,391.07) 8% ($1,414,345.82) Department 621 - Sewer Totals ($7,177,350.00) $0.00 ($7,177,350.00) ($358,437.46) ($94,250.88) ($2,457,867.31) ($4,625,231.81) 36% ($6,701,121.80) Department 631 - Maintenance Division 6521 - Sewer Line Maint EXPENSE Personnel Services 5111 Regular Wages 121,140.00 .00 121,140.00 9,374.44 .00 67,363.24 53,776.76 56 120,037.64 5121 Overtime .00 .00 .00 .00 .00 1,269.39 (1,269.39) 1,796.33 5211 OR Workers' Benefit 40.00 .00 40.00 1.96 .00 17.55 22.45 44 32.99 5212 Social Security 9,270.00 .00 9,270.00 700.80 .00 5,117.82 4,152.18 55 9,488.75 5213 Med & Dent Ins 31,650.00 .00 31,650.00 1,741.04 .00 11,385.72 20,264.28 36 19,591.20 5214 5214.100 PERS - City 20,200.00 .00 20,200.00 1,562.72 .00 11,441.08 8,758.92 57 18,339.48 5214.600 PERS 6% 7,270.00 .00 7,270.00 562.49 .00 4,118.03 3,151.97 57 7,650.37 5214 - Totals $27,470.00 $0.00 $27,470.00 $2,125.21 $0.00 $15,559.11 $11,910.89 57% $25,989.85 5215 Long Term Disability Ins 110.00 .00 110.00 19.83 .00 118.65 (8.65) 108 219.80 5216 Unemployment Insurance 1,580.00 .00 1,580.00 121.88 .00 892.36 687.64 56 1,067.76 5217 Life Insurance 70.00 .00 70.00 12.80 .00 76.69 (6.69) 110 142.27 5218 Paid Family Leave Insurance 480.00 .00 480.00 36.54 .00 266.81 213.19 56 304.19 Personnel Services Totals $191,810.00 $0.00 $191,810.00 $14,134.50 $0.00 $102,067.34 $89,742.66 53% $178,670.78 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 45 of 57 83 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 472 - Sewer Fund Department 631 - Maintenance Division 6521 - Sewer Line Maint EXPENSE Materials & Services 5319 Office Supplies 400.00 .00 400.00 .00 .00 291.16 108.84 73 548.36 5321 Cleaning Supplies 300.00 .00 300.00 .00 .00 .00 300.00 0 2,248.98 5323 Fuel 12,000.00 .00 12,000.00 843.87 12,583.91 5,183.77 (5,767.68) 148 4,125.58 5324 Clothing 2,000.00 .00 2,000.00 381.48 .00 381.48 1,618.52 19 850.89 5326 Safety/Medical 2,000.00 .00 2,000.00 114.60 1,526.92 114.60 358.48 82 1,619.93 5329 Other Supplies 5,000.00 .00 5,000.00 .00 141.93 398.08 4,459.99 11 2,234.86 5338 Tools 2,050.00 .00 2,050.00 44.40 .00 3,506.07 (1,456.07) 171 2,523.83 5352 Protective Clothing 1,400.00 .00 1,400.00 44.99 .00 651.97 748.03 47 1,481.71 5379 Water/Sewer Supplies .00 .00 .00 .00 6,175.00 .00 (6,175.00) 838.84 5409 5409.140 Garage Services 10,000.00 .00 10,000.00 .00 .00 1,061.76 8,938.24 11 .00 5409 - Totals $10,000.00 $0.00 $10,000.00 $0.00 $0.00 $1,061.76 $8,938.24 11% $0.00 5419 Other Professional Serv 900.00 .00 900.00 64.40 .00 563.72 336.28 63 934.89 5421 Telephone/Data 1,800.00 .00 1,800.00 42.62 .00 297.73 1,502.27 17 561.12 5422 Postage .00 .00 .00 .00 841.55 355.95 (1,197.50) 869.48 5445 Work Equipment 500.00 .00 500.00 .00 .00 .00 500.00 0 195.01 5446 Software Licenses 12,000.00 .00 12,000.00 .00 .00 2,835.00 9,165.00 24 155.00 5471 Equipment Repair & Maint 15,000.00 .00 15,000.00 .00 .00 .00 15,000.00 0 26,698.74 5475 Vehicle Repair & Maint 4,000.00 .00 4,000.00 2,277.46 142.19 2,474.69 1,383.12 65 6,270.99 5476 Laundry 3,000.00 .00 3,000.00 749.18 2,981.99 3,018.01 (3,000.00) 200 1,530.52 5479 Other Repair & Maint 50,000.00 500,000.00 550,000.00 293.36 .00 36,260.41 513,739.59 7 26,926.32 5492 Registrations/Training 1,500.00 .00 1,500.00 .00 .00 37.45 1,462.55 2 520.50 Materials & Services Totals $123,850.00 $500,000.00 $623,850.00 $4,856.36 $24,393.49 $57,431.85 $542,024.66 13% $81,135.55 EXPENSE TOTALS $315,660.00 $500,000.00 $815,660.00 $18,990.86 $24,393.49 $159,499.19 $631,767.32 23% $259,806.33 Division 6521 - Sewer Line Maint Totals ($315,660.00) ($500,000.00) ($815,660.00) ($18,990.86) ($24,393.49) ($159,499.19) ($631,767.32) 23% ($259,806.33) Department 631 - Maintenance Totals ($315,660.00) ($500,000.00) ($815,660.00) ($18,990.86) ($24,393.49) ($159,499.19) ($631,767.32) 23% ($259,806.33) Department 641 - Surface Water/Collections Division 6611 - Surface Water Collection EXPENSE Personnel Services 5111 Regular Wages 85,020.00 .00 85,020.00 6,562.92 .00 46,232.87 38,787.13 54 81,160.94 5121 Overtime .00 .00 .00 .00 .00 580.84 (580.84) 1,005.31 5211 OR Workers' Benefit 30.00 .00 30.00 1.46 .00 12.90 17.10 43 24.16 5212 Social Security 6,510.00 .00 6,510.00 489.35 .00 3,478.33 3,031.67 53 6,367.73 5213 Med & Dent Ins 26,050.00 .00 26,050.00 1,394.86 .00 8,616.30 17,433.70 33 14,657.07 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 46 of 57 84 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 472 - Sewer Fund Department 641 - Surface Water/Collections Division 6611 - Surface Water Collection EXPENSE Personnel Services 5214 5214.100 PERS - City 14,210.00 .00 14,210.00 1,096.03 .00 7,816.83 6,393.17 55 12,388.23 5214.600 PERS 6% 5,100.00 .00 5,100.00 394.48 .00 2,813.46 2,286.54 55 5,166.40 5214.800 DEFERED COMP - CITY 210.00 .00 210.00 12.00 .00 90.00 120.00 43 121.95 5214 - Totals $19,520.00 $0.00 $19,520.00 $1,502.51 $0.00 $10,720.29 $8,799.71 55% $17,676.58 5215 Long Term Disability Ins 50.00 .00 50.00 13.93 .00 82.71 (32.71) 165 152.47 5216 Unemployment Insurance 1,100.00 .00 1,100.00 85.31 .00 608.48 491.52 55 719.02 5217 Life Insurance 20.00 .00 20.00 8.99 .00 53.46 (33.46) 267 98.68 5218 Paid Family Leave Insurance 340.00 .00 340.00 25.37 .00 180.27 159.73 53 203.08 Personnel Services Totals $138,640.00 $0.00 $138,640.00 $10,084.70 $0.00 $70,566.45 $68,073.55 51% $122,065.04 Materials & Services 5323 Fuel 4,500.00 .00 4,500.00 .00 .00 490.26 4,009.74 11 891.14 5326 Safety/Medical 1,200.00 .00 1,200.00 .00 .00 84.00 1,116.00 7 290.00 5329 Other Supplies 2,500.00 .00 2,500.00 2,017.10 163.44 4,417.10 (2,080.54) 183 .00 5338 Tools 1,000.00 .00 1,000.00 19.09 .00 19.09 980.91 2 .00 5352 Protective Clothing 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 .00 5379 Water/Sewer Supplies .00 .00 .00 .00 .00 552.39 (552.39) .00 5419 Other Professional Serv 1,200.00 .00 1,200.00 .00 .00 .00 1,200.00 0 267.38 5421 Telephone/Data 1,500.00 .00 1,500.00 42.62 .00 297.73 1,202.27 20 561.12 5428 IT Support 34,200.00 .00 34,200.00 2,850.00 .00 19,950.00 14,250.00 58 31,080.00 5454 Solid Waste Disposal 600.00 .00 600.00 .00 .00 .00 600.00 0 .00 5471 Equipment Repair & Maint 5,000.00 .00 5,000.00 .00 .00 529.60 4,470.40 11 306.00 5475 Vehicle Repair & Maint 5,000.00 .00 5,000.00 .00 .00 .00 5,000.00 0 3,954.43 5476 Laundry 500.00 .00 500.00 .00 .00 .00 500.00 0 .00 5492 Registrations/Training 1,500.00 .00 1,500.00 .00 .00 .00 1,500.00 0 .00 Materials & Services Totals $59,700.00 $0.00 $59,700.00 $4,928.81 $163.44 $26,340.17 $33,196.39 44% $37,350.07 EXPENSE TOTALS $198,340.00 $0.00 $198,340.00 $15,013.51 $163.44 $96,906.62 $101,269.94 49% $159,415.11 Division 6611 - Surface Water Collection Totals ($198,340.00) $0.00 ($198,340.00) ($15,013.51) ($163.44) ($96,906.62) ($101,269.94) 49% ($159,415.11) Department 641 - Surface Water/Collections Totals ($198,340.00) $0.00 ($198,340.00) ($15,013.51) ($163.44) ($96,906.62) ($101,269.94) 49% ($159,415.11) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 1,000,000.00 .00 1,000,000.00 .00 .00 .00 1,000,000.00 0 .00 5981 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 47 of 57 85 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 472 - Sewer Fund Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5981 5981.005 Reserve for Future Years 16,193,130.00 .00 16,193,130.00 .00 .00 .00 16,193,130.00 0 .00 5981 - Totals $16,193,130.00 $0.00 $16,193,130.00 $0.00 $0.00 $0.00 $16,193,130.00 0% $0.00 Contingencies and Unappropriated Balances Totals $17,193,130.00 $0.00 $17,193,130.00 $0.00 $0.00 $0.00 $17,193,130.00 0% $0.00 EXPENSE TOTALS $17,193,130.00 $0.00 $17,193,130.00 $0.00 $0.00 $0.00 $17,193,130.00 0% $0.00 Division 9971 - Equity Totals ($17,193,130.00) $0.00 ($17,193,130.00) $0.00 $0.00 $0.00 ($17,193,130.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($17,193,130.00) $0.00 ($17,193,130.00) $0.00 $0.00 $0.00 ($17,193,130.00) 0% $0.00 Fund 472 - Sewer Fund Totals $24,884,480.00 $500,000.00 $25,384,480.00 $392,441.83 $118,807.81 $2,714,273.12 $22,551,399.07 $7,120,343.24 Fund 474 - Water SDC Fund Department 611 - Water Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.466 Transfer to Water Cap Const 125,000.00 550,000.00 675,000.00 650,000.00 .00 650,000.00 25,000.00 96 1,475,134.49 5811 - Totals $125,000.00 $550,000.00 $675,000.00 $650,000.00 $0.00 $650,000.00 $25,000.00 96% $1,475,134.49 Transfers Out Totals $125,000.00 $550,000.00 $675,000.00 $650,000.00 $0.00 $650,000.00 $25,000.00 96% $1,475,134.49 EXPENSE TOTALS $125,000.00 $550,000.00 $675,000.00 $650,000.00 $0.00 $650,000.00 $25,000.00 96% $1,475,134.49 Division 9711 - Operating Transfer Out Totals ($125,000.00) ($550,000.00) ($675,000.00) ($650,000.00) $0.00 ($650,000.00) ($25,000.00) 96% ($1,475,134.49) Department 611 - Water Totals ($125,000.00) ($550,000.00) ($675,000.00) ($650,000.00) $0.00 ($650,000.00) ($25,000.00) 96% ($1,475,134.49) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5981 5981.005 Reserve for Future Years 3,892,400.00 .00 3,892,400.00 .00 .00 .00 3,892,400.00 0 .00 5981 - Totals $3,892,400.00 $0.00 $3,892,400.00 $0.00 $0.00 $0.00 $3,892,400.00 0% $0.00 Contingencies and Unappropriated Balances Totals $3,892,400.00 $0.00 $3,892,400.00 $0.00 $0.00 $0.00 $3,892,400.00 0% $0.00 EXPENSE TOTALS $3,892,400.00 $0.00 $3,892,400.00 $0.00 $0.00 $0.00 $3,892,400.00 0% $0.00 Division 9971 - Equity Totals ($3,892,400.00) $0.00 ($3,892,400.00) $0.00 $0.00 $0.00 ($3,892,400.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($3,892,400.00) $0.00 ($3,892,400.00) $0.00 $0.00 $0.00 ($3,892,400.00) 0% $0.00 Fund 474 - Water SDC Fund Totals $4,017,400.00 $550,000.00 $4,567,400.00 $650,000.00 $0.00 $650,000.00 $3,917,400.00 $1,475,134.49 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 48 of 57 86 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 475 - Sewer SDC Fund Department 621 - Sewer Division 9511 - Design Engineering EXPENSE Materials & Services 5419 Other Professional Serv 300,000.00 .00 300,000.00 40,096.00 159,904.00 67,269.00 72,827.00 76 .00 Materials & Services Totals $300,000.00 $0.00 $300,000.00 $40,096.00 $159,904.00 $67,269.00 $72,827.00 76% $0.00 EXPENSE TOTALS $300,000.00 $0.00 $300,000.00 $40,096.00 $159,904.00 $67,269.00 $72,827.00 76% $0.00 Division 9511 - Design Engineering Totals ($300,000.00) $0.00 ($300,000.00) ($40,096.00) ($159,904.00) ($67,269.00) ($72,827.00) 76% $0.00 Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.465 Transfer to Sewer Cap Const 100,000.00 .00 100,000.00 .00 .00 (1,437.00) 101,437.00 -1 2,035,035.01 5811 - Totals $100,000.00 $0.00 $100,000.00 $0.00 $0.00 ($1,437.00) $101,437.00 $2,035,035.01 Transfers Out Totals $100,000.00 $0.00 $100,000.00 $0.00 $0.00 ($1,437.00) $101,437.00 $2,035,035.01 EXPENSE TOTALS $100,000.00 $0.00 $100,000.00 $0.00 $0.00 ($1,437.00) $101,437.00 $2,035,035.01 Division 9711 - Operating Transfer Out Totals ($100,000.00) $0.00 ($100,000.00) $0.00 $0.00 $1,437.00 ($101,437.00) ($2,035,035.01) Department 621 - Sewer Totals ($400,000.00) $0.00 ($400,000.00) ($40,096.00) ($159,904.00) ($65,832.00) ($174,264.00) 56% ($2,035,035.01) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5981 5981.005 Reserve for Future Years 1,508,280.00 .00 1,508,280.00 .00 .00 .00 1,508,280.00 0 .00 5981 - Totals $1,508,280.00 $0.00 $1,508,280.00 $0.00 $0.00 $0.00 $1,508,280.00 0% $0.00 Contingencies and Unappropriated Balances Totals $1,508,280.00 $0.00 $1,508,280.00 $0.00 $0.00 $0.00 $1,508,280.00 0% $0.00 EXPENSE TOTALS $1,508,280.00 $0.00 $1,508,280.00 $0.00 $0.00 $0.00 $1,508,280.00 0% $0.00 Division 9971 - Equity Totals ($1,508,280.00) $0.00 ($1,508,280.00) $0.00 $0.00 $0.00 ($1,508,280.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($1,508,280.00) $0.00 ($1,508,280.00) $0.00 $0.00 $0.00 ($1,508,280.00) 0% $0.00 Fund 475 - Sewer SDC Fund Totals $1,908,280.00 $0.00 $1,908,280.00 $40,096.00 $159,904.00 $65,832.00 $1,682,544.00 $2,035,035.01 Fund 568 - Information Technology Fund Department 152 - IT Division 1921 - Information Technology EXPENSE Personnel Services 5111 Regular Wages 467,650.00 .00 467,650.00 32,292.43 .00 223,212.06 244,437.94 48 373,955.47 5121 Overtime .00 .00 .00 43.22 .00 1,426.86 (1,426.86) 1,780.34 5211 OR Workers' Benefit 110.00 .00 110.00 5.80 .00 48.62 61.38 44 89.47 5212 Social Security 36,260.00 .00 36,260.00 2,453.04 .00 16,999.58 19,260.42 47 29,862.22 5213 Med & Dent Ins 103,290.00 .00 103,290.00 7,005.78 .00 37,418.79 65,871.21 36 57,235.30 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 49 of 57 87 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 568 - Information Technology Fund Department 152 - IT Division 1921 - Information Technology EXPENSE Personnel Services 5214 5214.100 PERS - City 79,970.00 .00 79,970.00 5,522.12 .00 34,696.66 45,273.34 43 53,669.00 5214.600 PERS 6% 28,070.00 .00 28,070.00 1,974.16 .00 12,394.07 15,675.93 44 22,302.76 5214.800 DEFERED COMP - CITY 7,400.00 .00 7,400.00 567.62 .00 3,975.12 3,424.88 54 7,367.41 5214 - Totals $115,440.00 $0.00 $115,440.00 $8,063.90 $0.00 $51,065.85 $64,374.15 44% $83,339.17 5215 Long Term Disability Ins 580.00 .00 580.00 64.51 .00 354.25 225.75 61 741.02 5216 Unemployment Insurance 6,080.00 .00 6,080.00 420.38 .00 2,920.31 3,159.69 48 3,282.69 5217 Life Insurance 370.00 .00 370.00 41.56 .00 228.19 141.81 62 477.57 5218 Paid Family Leave Insurance 1,880.00 .00 1,880.00 122.97 .00 853.37 1,026.63 45 906.70 Personnel Services Totals $731,660.00 $0.00 $731,660.00 $50,513.59 $0.00 $334,527.88 $397,132.12 46% $551,669.95 Materials & Services 5315 Computer Supplies 42,000.00 .00 42,000.00 1,271.60 1,205.79 16,559.83 24,234.38 42 39,564.61 5319 Office Supplies 1,000.00 .00 1,000.00 .00 .00 530.84 469.16 53 990.02 5323 Fuel 1,100.00 .00 1,100.00 35.58 11.65 411.74 676.61 38 1,121.26 5409 5409.140 Garage Services 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 545.44 5409 - Totals $1,000.00 $0.00 $1,000.00 $0.00 $0.00 $0.00 $1,000.00 0% $545.44 5414 Accounting/Auditing 500.00 .00 500.00 237.50 175.00 490.00 (165.00) 133 626.29 5415 Computer 77,000.00 .00 77,000.00 .00 .00 10,558.50 66,441.50 14 70,319.02 5419 Other Professional Serv 100,000.00 .00 100,000.00 3,428.35 102.20 84,147.64 15,750.16 84 112,668.18 5421 Telephone/Data 9,000.00 .00 9,000.00 360.79 244.45 4,352.63 4,402.92 51 5,554.86 5422 Postage 200.00 .00 200.00 .64 .00 10.14 189.86 5 47.19 5423 Internet 16,000.00 .00 16,000.00 1,283.33 .00 7,704.77 8,295.23 48 15,031.82 5433 Mileage 500.00 .00 500.00 266.71 .00 810.42 (310.42) 162 228.97 5446 Software Licenses 460,800.00 .00 460,800.00 33,145.02 127.76 416,279.09 44,393.15 90 436,577.11 5448 Internal Rent 18,430.00 .00 18,430.00 1,535.83 .00 10,750.81 7,679.19 58 15,510.00 5449 Leases - Other 25,000.00 .00 25,000.00 2,450.66 12,034.29 17,373.63 (4,407.92) 118 28,807.30 5461 Auto Insurance 510.00 .00 510.00 42.50 .00 297.50 212.50 58 590.04 5464 Workers' Comp 3,890.00 .00 3,890.00 324.17 .00 2,269.19 1,620.81 58 3,800.04 5465 General Liability Insurance 10,650.00 .00 10,650.00 887.50 .00 6,212.50 4,437.50 58 9,819.96 5471 Equipment Repair & Maint 7,000.00 .00 7,000.00 .00 .00 1,402.52 5,597.48 20 5,494.03 5492 Registrations/Training 14,000.00 .00 14,000.00 .00 .00 5,895.08 8,104.92 42 5,000.00 Materials & Services Totals $788,580.00 $0.00 $788,580.00 $45,270.18 $13,901.14 $586,056.83 $188,622.03 76% $752,296.14 Capital Outlay 5645 5645.101 Network 150,000.00 .00 150,000.00 .00 .00 59,985.83 90,014.17 40 169,751.72 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 50 of 57 88 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 568 - Information Technology Fund Department 152 - IT Division 1921 - Information Technology EXPENSE Capital Outlay 5645 - Totals $150,000.00 $0.00 $150,000.00 $0.00 $0.00 $59,985.83 $90,014.17 40% $169,751.72 Capital Outlay Totals $150,000.00 $0.00 $150,000.00 $0.00 $0.00 $59,985.83 $90,014.17 40% $169,751.72 Transfers Out 5811 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 5,700.00 5811 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5,700.00 Transfers Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5,700.00 EXPENSE TOTALS $1,670,240.00 $0.00 $1,670,240.00 $95,783.77 $13,901.14 $980,570.54 $675,768.32 60% $1,479,417.81 Division 1921 - Information Technology Totals ($1,670,240.00) $0.00 ($1,670,240.00) ($95,783.77) ($13,901.14) ($980,570.54) ($675,768.32) 60% ($1,479,417.81) Department 152 - IT Totals ($1,670,240.00) $0.00 ($1,670,240.00) ($95,783.77) ($13,901.14) ($980,570.54) ($675,768.32) 60% ($1,479,417.81) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 216,550.00 .00 216,550.00 .00 .00 .00 216,550.00 0 .00 5981 5981.004 Reserve--Equipment 120,000.00 .00 120,000.00 .00 .00 .00 120,000.00 0 .00 5981 - Totals $120,000.00 $0.00 $120,000.00 $0.00 $0.00 $0.00 $120,000.00 0% $0.00 Contingencies and Unappropriated Balances Totals $336,550.00 $0.00 $336,550.00 $0.00 $0.00 $0.00 $336,550.00 0% $0.00 EXPENSE TOTALS $336,550.00 $0.00 $336,550.00 $0.00 $0.00 $0.00 $336,550.00 0% $0.00 Division 9971 - Equity Totals ($336,550.00) $0.00 ($336,550.00) $0.00 $0.00 $0.00 ($336,550.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($336,550.00) $0.00 ($336,550.00) $0.00 $0.00 $0.00 ($336,550.00) 0% $0.00 Fund 568 - Information Technology Fund Totals $2,006,790.00 $0.00 $2,006,790.00 $95,783.77 $13,901.14 $980,570.54 $1,012,318.32 $1,479,417.81 Fund 581 - Insurance Fund Department 131 - City Recorder Division 1581 - Risk Management EXPENSE Personnel Services 5111 Regular Wages 57,450.00 .00 57,450.00 4,406.27 .00 30,846.38 26,603.62 54 52,942.68 5121 Overtime .00 .00 .00 .19 .00 39.58 (39.58) 40.07 5211 OR Workers' Benefit 10.00 .00 10.00 .57 .00 5.12 4.88 51 10.06 5212 Social Security 4,610.00 .00 4,610.00 345.77 .00 2,421.55 2,188.45 53 4,272.93 5213 Med & Dent Ins 3,430.00 .00 3,430.00 290.30 .00 1,749.18 1,680.82 51 3,098.15 5214 5214.100 PERS - City 10,190.00 .00 10,190.00 765.73 .00 5,359.64 4,830.36 53 8,307.60 5214.600 PERS 6% 3,450.00 .00 3,450.00 274.47 .00 1,920.81 1,529.19 56 3,433.62 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 51 of 57 89 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 581 - Insurance Fund Department 131 - City Recorder Division 1581 - Risk Management EXPENSE Personnel Services 5214 5214.800 DEFERED COMP - CITY 2,660.00 .00 2,660.00 168.68 .00 1,231.92 1,428.08 46 1,847.04 5214 - Totals $16,300.00 $0.00 $16,300.00 $1,208.88 $0.00 $8,512.37 $7,787.63 52% $13,588.26 5215 Long Term Disability Ins 90.00 .00 90.00 8.60 .00 52.27 37.73 58 96.57 5216 Unemployment Insurance 740.00 .00 740.00 57.30 .00 401.68 338.32 54 461.98 5217 Life Insurance 60.00 .00 60.00 5.55 .00 33.68 26.32 56 62.06 5218 Paid Family Leave Insurance 230.00 .00 230.00 16.74 .00 116.86 113.14 51 133.26 Personnel Services Totals $82,920.00 $0.00 $82,920.00 $6,340.17 $0.00 $44,178.67 $38,741.33 53% $74,706.02 Materials & Services 5414 Accounting/Auditing 800.00 .00 800.00 237.50 175.00 490.00 135.00 83 626.29 5419 Other Professional Serv 100.00 .00 100.00 .00 .00 .00 100.00 0 428.00 5432 Meals 150.00 .00 150.00 .00 .00 72.28 77.72 48 .00 5433 Mileage 250.00 .00 250.00 .00 .00 193.88 56.12 78 .00 5439 Travel 350.00 .00 350.00 .00 .00 .00 350.00 0 .00 5461 Auto Insurance 93,500.00 .00 93,500.00 .00 .00 113,821.41 (20,321.41) 122 84,792.49 5463 Property/Earthquake Insurance 180,550.00 .00 180,550.00 .00 .00 197,338.90 (16,788.90) 109 156,374.97 5464 Workers' Comp 230,000.00 .00 230,000.00 .00 .00 221,610.62 8,389.38 96 159,737.89 5465 General Liability Insurance 325,000.00 .00 325,000.00 .00 .00 307,503.63 17,496.37 95 277,489.11 5468 Deductible 10,000.00 .00 10,000.00 .00 .00 .00 10,000.00 0 5,000.00 5469 Other Insurance Costs 35,000.00 50,000.00 85,000.00 1,555.75 .00 21,402.75 63,597.25 25 26,048.06 5491 Dues & Subscriptions 200.00 .00 200.00 .00 .00 565.00 (365.00) 282 170.00 5492 Registrations/Training 1,900.00 .00 1,900.00 .00 .00 175.00 1,725.00 9 816.20 Materials & Services Totals $877,800.00 $50,000.00 $927,800.00 $1,793.25 $175.00 $863,173.47 $64,451.53 93% $711,483.01 EXPENSE TOTALS $960,720.00 $50,000.00 $1,010,720.00 $8,133.42 $175.00 $907,352.14 $103,192.86 90% $786,189.03 Division 1581 - Risk Management Totals ($960,720.00) ($50,000.00) ($1,010,720.00) ($8,133.42) ($175.00) ($907,352.14) ($103,192.86) 90% ($786,189.03) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 830.04 5811 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $830.04 Transfers Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $830.04 EXPENSE TOTALS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $830.04 Division 9711 - Operating Transfer Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 ($830.04) Department 131 - City Recorder Totals ($960,720.00) ($50,000.00) ($1,010,720.00) ($8,133.42) ($175.00) ($907,352.14) ($103,192.86) 90% ($787,019.07) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 52 of 57 90 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 581 - Insurance Fund Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 549,730.00 .00 549,730.00 .00 .00 .00 549,730.00 0 .00 Contingencies and Unappropriated Balances Totals $549,730.00 $0.00 $549,730.00 $0.00 $0.00 $0.00 $549,730.00 0% $0.00 EXPENSE TOTALS $549,730.00 $0.00 $549,730.00 $0.00 $0.00 $0.00 $549,730.00 0% $0.00 Division 9971 - Equity Totals ($549,730.00) $0.00 ($549,730.00) $0.00 $0.00 $0.00 ($549,730.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($549,730.00) $0.00 ($549,730.00) $0.00 $0.00 $0.00 ($549,730.00) 0% $0.00 Fund 581 - Insurance Fund Totals $1,510,450.00 $50,000.00 $1,560,450.00 $8,133.42 $175.00 $907,352.14 $652,922.86 $787,019.07 Fund 591 - Equipment Replacement Fund Department 611 - Water Division 9211 - Equipment Purchases EXPENSE Capital Outlay 5649 Other Equipment 519,600.00 .00 519,600.00 .00 .00 .00 519,600.00 0 30,584.89 Capital Outlay Totals $519,600.00 $0.00 $519,600.00 $0.00 $0.00 $0.00 $519,600.00 0% $30,584.89 EXPENSE TOTALS $519,600.00 $0.00 $519,600.00 $0.00 $0.00 $0.00 $519,600.00 0% $30,584.89 Division 9211 - Equipment Purchases Totals ($519,600.00) $0.00 ($519,600.00) $0.00 $0.00 $0.00 ($519,600.00) 0% ($30,584.89) Department 611 - Water Totals ($519,600.00) $0.00 ($519,600.00) $0.00 $0.00 $0.00 ($519,600.00) 0% ($30,584.89) Department 621 - Sewer Division 9211 - Equipment Purchases EXPENSE Capital Outlay 5649 Other Equipment 395,810.00 .00 395,810.00 .00 .00 .00 395,810.00 0 103,474.50 Capital Outlay Totals $395,810.00 $0.00 $395,810.00 $0.00 $0.00 $0.00 $395,810.00 0% $103,474.50 EXPENSE TOTALS $395,810.00 $0.00 $395,810.00 $0.00 $0.00 $0.00 $395,810.00 0% $103,474.50 Division 9211 - Equipment Purchases Totals ($395,810.00) $0.00 ($395,810.00) $0.00 $0.00 $0.00 ($395,810.00) 0% ($103,474.50) Department 621 - Sewer Totals ($395,810.00) $0.00 ($395,810.00) $0.00 $0.00 $0.00 ($395,810.00) 0% ($103,474.50) Department 631 - Maintenance Division 9211 - Equipment Purchases EXPENSE Capital Outlay 5649 Other Equipment 329,110.00 .00 329,110.00 .00 .00 .00 329,110.00 0 28,778.24 Capital Outlay Totals $329,110.00 $0.00 $329,110.00 $0.00 $0.00 $0.00 $329,110.00 0% $28,778.24 EXPENSE TOTALS $329,110.00 $0.00 $329,110.00 $0.00 $0.00 $0.00 $329,110.00 0% $28,778.24 Division 9211 - Equipment Purchases Totals ($329,110.00) $0.00 ($329,110.00) $0.00 $0.00 $0.00 ($329,110.00) 0% ($28,778.24) Department 631 - Maintenance Totals ($329,110.00) $0.00 ($329,110.00) $0.00 $0.00 $0.00 ($329,110.00) 0% ($28,778.24) Run by Karen AIC on 02/13/2024 09:48:40 AM Page 53 of 57 91 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 591 - Equipment Replacement Fund Department 671 - Transit Division 9211 - Equipment Purchases EXPENSE Capital Outlay 5649 Other Equipment 3,730.00 .00 3,730.00 .00 .00 .00 3,730.00 0 .00 Capital Outlay Totals $3,730.00 $0.00 $3,730.00 $0.00 $0.00 $0.00 $3,730.00 0% $0.00 EXPENSE TOTALS $3,730.00 $0.00 $3,730.00 $0.00 $0.00 $0.00 $3,730.00 0% $0.00 Division 9211 - Equipment Purchases Totals ($3,730.00) $0.00 ($3,730.00) $0.00 $0.00 $0.00 ($3,730.00) 0% $0.00 Department 671 - Transit Totals ($3,730.00) $0.00 ($3,730.00) $0.00 $0.00 $0.00 ($3,730.00) 0% $0.00 Department 691 - Public Works Administration Division 9211 - Equipment Purchases EXPENSE Capital Outlay 5649 Other Equipment 26,390.00 .00 26,390.00 .00 .00 .00 26,390.00 0 6,666.08 Capital Outlay Totals $26,390.00 $0.00 $26,390.00 $0.00 $0.00 $0.00 $26,390.00 0% $6,666.08 EXPENSE TOTALS $26,390.00 $0.00 $26,390.00 $0.00 $0.00 $0.00 $26,390.00 0% $6,666.08 Division 9211 - Equipment Purchases Totals ($26,390.00) $0.00 ($26,390.00) $0.00 $0.00 $0.00 ($26,390.00) 0% ($6,666.08) Department 691 - Public Works Administration Totals ($26,390.00) $0.00 ($26,390.00) $0.00 $0.00 $0.00 ($26,390.00) 0% ($6,666.08) Fund 591 - Equipment Replacement Fund Totals $1,274,640.00 $0.00 $1,274,640.00 $0.00 $0.00 $0.00 $1,274,640.00 $169,503.71 Fund 693 - Reserve for PERS Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 391,120.00 .00 391,120.00 .00 .00 .00 391,120.00 0 .00 Contingencies and Unappropriated Balances Totals $391,120.00 $0.00 $391,120.00 $0.00 $0.00 $0.00 $391,120.00 0% $0.00 EXPENSE TOTALS $391,120.00 $0.00 $391,120.00 $0.00 $0.00 $0.00 $391,120.00 0% $0.00 Division 9971 - Equity Totals ($391,120.00) $0.00 ($391,120.00) $0.00 $0.00 $0.00 ($391,120.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($391,120.00) $0.00 ($391,120.00) $0.00 $0.00 $0.00 ($391,120.00) 0% $0.00 Fund 693 - Reserve for PERS Totals $391,120.00 $0.00 $391,120.00 $0.00 $0.00 $0.00 $391,120.00 $0.00 Fund 695 - Lavelle Black Trust Fund Department 211 - Police Division 2111 - Patrol EXPENSE Materials & Services 5329 Other Supplies 2,500.00 .00 2,500.00 700.99 .00 700.99 1,799.01 28 .00 5419 Other Professional Serv 2,500.00 .00 2,500.00 .00 .00 .00 2,500.00 0 .00 5492 Registrations/Training 2,500.00 .00 2,500.00 .00 .00 .00 2,500.00 0 .00 Materials & Services Totals $7,500.00 $0.00 $7,500.00 $700.99 $0.00 $700.99 $6,799.01 9% $0.00 EXPENSE TOTALS $7,500.00 $0.00 $7,500.00 $700.99 $0.00 $700.99 $6,799.01 9% $0.00 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 54 of 57 92 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 695 - Lavelle Black Trust Fund Department 211 - Police Division 2111 - Patrol Totals ($7,500.00) $0.00 ($7,500.00) ($700.99) $0.00 ($700.99) ($6,799.01) 9% $0.00 Department 211 - Police Totals ($7,500.00) $0.00 ($7,500.00) ($700.99) $0.00 ($700.99) ($6,799.01) 9% $0.00 Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 25,690.00 .00 25,690.00 .00 .00 .00 25,690.00 0 .00 Contingencies and Unappropriated Balances Totals $25,690.00 $0.00 $25,690.00 $0.00 $0.00 $0.00 $25,690.00 0% $0.00 EXPENSE TOTALS $25,690.00 $0.00 $25,690.00 $0.00 $0.00 $0.00 $25,690.00 0% $0.00 Division 9971 - Equity Totals ($25,690.00) $0.00 ($25,690.00) $0.00 $0.00 $0.00 ($25,690.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($25,690.00) $0.00 ($25,690.00) $0.00 $0.00 $0.00 ($25,690.00) 0% $0.00 Fund 695 - Lavelle Black Trust Fund Totals $33,190.00 $0.00 $33,190.00 $700.99 $0.00 $700.99 $32,489.01 $0.00 Fund 720 - Urban Renewal Fund Department 125 - Economic Development Division 7200 - URA EXPENSE Personnel Services 5111 Regular Wages 192,520.00 .00 192,520.00 14,951.68 .00 103,532.57 88,987.43 54 186,072.04 5121 Overtime .00 .00 .00 .19 .00 69.87 (69.87) 159.32 5211 OR Workers' Benefit 30.00 .00 30.00 1.86 .00 15.31 14.69 51 31.61 5212 Social Security 15,330.00 .00 15,330.00 1,156.61 .00 7,932.55 7,397.45 52 14,925.32 5213 Med & Dent Ins 24,930.00 .00 24,930.00 2,141.90 .00 12,943.98 11,986.02 52 26,287.29 5214 5214 Retirement .00 .00 .00 .00 .00 .00 .00 2,927.97 5214.100 PERS - City 34,470.00 .00 34,470.00 2,643.12 .00 18,352.09 16,117.91 53 26,096.47 5214.600 PERS 6% 11,560.00 .00 11,560.00 940.14 .00 6,521.67 5,038.33 56 10,599.59 5214.800 DEFERED COMP - CITY 9,520.00 .00 9,520.00 717.65 .00 5,094.36 4,425.64 54 7,925.38 5214 - Totals $55,550.00 $0.00 $55,550.00 $4,300.91 $0.00 $29,968.12 $25,581.88 54% $47,549.41 5215 Long Term Disability Ins 340.00 .00 340.00 29.11 .00 176.92 163.08 52 347.48 5216 Unemployment Insurance 2,510.00 .00 2,510.00 194.42 .00 1,347.16 1,162.84 54 1,626.09 5217 Life Insurance 220.00 .00 220.00 18.60 .00 112.79 107.21 51 223.37 5218 Paid Family Leave Insurance 770.00 .00 770.00 53.10 .00 370.58 399.42 48 437.71 Personnel Services Totals $292,200.00 $0.00 $292,200.00 $22,848.38 $0.00 $156,469.85 $135,730.15 54% $277,659.64 Materials & Services 5414 Accounting/Auditing 3,000.00 .00 3,000.00 1,425.00 1,050.00 2,940.00 (990.00) 133 3,757.71 5419 Other Professional Serv 125,000.00 .00 125,000.00 930.00 10,195.00 54,698.23 60,106.77 52 38,076.87 5428 IT Support 9,450.00 .00 9,450.00 787.50 .00 5,512.50 3,937.50 58 8,820.00 5448 Internal Rent 1,100.00 .00 1,100.00 91.67 .00 641.69 458.31 58 920.00 5520 Grant Program 400,000.00 .00 400,000.00 .00 1,000.00 209,843.00 189,157.00 53 174,302.75 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 55 of 57 93 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 720 - Urban Renewal Fund Department 125 - Economic Development Division 7200 - URA EXPENSE Materials & Services 5530 Design Services 15,000.00 .00 15,000.00 .00 .00 5,726.20 9,273.80 38 22,283.04 Materials & Services Totals $553,550.00 $0.00 $553,550.00 $3,234.17 $12,245.00 $279,361.62 $261,943.38 53% $248,160.37 Capital Outlay 5630 Public Art 260,000.00 .00 260,000.00 .00 .00 619.05 259,380.95 0 11,009.75 5631 Streets/Alleys/Sidewalks 240,000.00 .00 240,000.00 .00 .00 .00 240,000.00 0 800.43 5639 Other Improvements 236,000.00 .00 236,000.00 9,683.40 49,980.00 111,585.85 74,434.15 68 327,430.42 Capital Outlay Totals $736,000.00 $0.00 $736,000.00 $9,683.40 $49,980.00 $112,204.90 $573,815.10 22% $339,240.60 Debt Service 5711 Bond Principal 285,000.00 .00 285,000.00 .00 .00 .00 285,000.00 0 277,000.00 5721 Bond Interest 50,750.00 .00 50,750.00 .00 .00 25,373.20 25,376.80 50 58,419.29 Debt Service Totals $335,750.00 $0.00 $335,750.00 $0.00 $0.00 $25,373.20 $310,376.80 8% $335,419.29 EXPENSE TOTALS $1,917,500.00 $0.00 $1,917,500.00 $35,765.95 $62,225.00 $573,409.57 $1,281,865.43 33% $1,200,479.90 Division 7200 - URA Totals ($1,917,500.00) $0.00 ($1,917,500.00) ($35,765.95) ($62,225.00) ($573,409.57) ($1,281,865.43) 33% ($1,200,479.90) Division 9711 - Operating Transfer Out EXPENSE Transfers Out 5811 5811.693 Transfer to Reserve for PERS .00 .00 .00 .00 .00 .00 .00 2,859.96 5811 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2,859.96 Transfers Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2,859.96 EXPENSE TOTALS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2,859.96 Division 9711 - Operating Transfer Out Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 ($2,859.96) Department 125 - Economic Development Totals ($1,917,500.00) $0.00 ($1,917,500.00) ($35,765.95) ($62,225.00) ($573,409.57) ($1,281,865.43) 33% ($1,203,339.86) Department 901 - Ending Fund Balance Division 9971 - Equity EXPENSE Contingencies and Unappropriated Balances 5921 Contingency 60,000.00 .00 60,000.00 .00 .00 .00 60,000.00 0 .00 5981 5981.008 Reserve for URA Debt 333,730.00 .00 333,730.00 .00 .00 .00 333,730.00 0 .00 5981 - Totals $333,730.00 $0.00 $333,730.00 $0.00 $0.00 $0.00 $333,730.00 0% $0.00 Contingencies and Unappropriated Balances Totals $393,730.00 $0.00 $393,730.00 $0.00 $0.00 $0.00 $393,730.00 0% $0.00 EXPENSE TOTALS $393,730.00 $0.00 $393,730.00 $0.00 $0.00 $0.00 $393,730.00 0% $0.00 Division 9971 - Equity Totals ($393,730.00) $0.00 ($393,730.00) $0.00 $0.00 $0.00 ($393,730.00) 0% $0.00 Department 901 - Ending Fund Balance Totals ($393,730.00) $0.00 ($393,730.00) $0.00 $0.00 $0.00 ($393,730.00) 0% $0.00 Fund 720 - Urban Renewal Fund Totals $2,311,230.00 $0.00 $2,311,230.00 $35,765.95 $62,225.00 $573,409.57 $1,675,595.43 $1,203,339.86 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 56 of 57 94 ---PAGE BREAK--- Expense Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Grand Totals $130,286,350.00 $2,680,000.00 $132,966,350.00 $3,564,102.51 $1,108,474.07 $24,908,426.87 $106,949,449.06 $63,951,792.33 Run by Karen AIC on 02/13/2024 09:48:40 AM Page 57 of 57 95 ---PAGE BREAK--- Year-to-Date Revenue for All Funds 96 ---PAGE BREAK--- Revenue - All Funds Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 10,470,720.00 .00 10,470,720.00 .00 .00 .00 10,470,720.00 0 .00 Fund Balance Totals $10,470,720.00 $0.00 $10,470,720.00 $0.00 $0.00 $0.00 $10,470,720.00 0% $0.00 Taxes 3111 Property Tax - Current 11,700,000.00 .00 11,700,000.00 241,830.72 .00 10,720,293.37 979,706.63 92 11,001,216.33 3112 Property Tax - Delinquent 240,000.00 .00 240,000.00 8,497.55 .00 153,369.43 86,630.57 64 194,809.32 3133 Hotel/Motel Tax 500,000.00 .00 500,000.00 34,351.31 .00 263,938.94 236,061.06 53 499,423.26 Taxes Totals $12,440,000.00 $0.00 $12,440,000.00 $284,679.58 $0.00 $11,137,601.74 $1,302,398.26 90% $11,695,448.91 Licenses and Permits 3211 Business License 45,000.00 .00 45,000.00 3,850.00 .00 22,462.50 22,537.50 50 48,995.00 3213 RoW Utility License 1,500.00 .00 1,500.00 300.00 .00 1,200.00 300.00 80 600.00 3219 Other License 3,000.00 .00 3,000.00 .00 .00 445.00 2,555.00 15 2,875.00 3220 Taxicab Permits 3,100.00 .00 3,100.00 55.00 .00 1,350.00 1,750.00 44 2,205.00 Licenses and Permits Totals $52,600.00 $0.00 $52,600.00 $4,205.00 $0.00 $25,457.50 $27,142.50 48% $54,675.00 Intergovernmental 3333 Federal Grants Indirect .00 450,000.00 450,000.00 .00 .00 .00 450,000.00 0 180,873.00 3341 State Grants 200,000.00 260,000.00 460,000.00 91,345.00 .00 183,482.09 276,517.91 40 12,049.00 3351 Grants 208,000.00 .00 208,000.00 .00 .00 20,326.00 187,674.00 10 800,000.00 3362 State Liquor Proration 460,000.00 .00 460,000.00 40,767.33 .00 241,329.36 218,670.64 52 528,825.10 3363 State Cigarette Tax 22,000.00 .00 22,000.00 1,356.00 .00 9,461.48 12,538.52 43 19,369.54 3364 State Revenue Sharing 400,000.00 .00 400,000.00 .00 .00 99,853.51 300,146.49 25 390,552.10 3367 State Marijuana Tax Distribution - HB 3400 Local Option Tax 25,000.00 .00 25,000.00 9,931.22 .00 19,770.73 5,229.27 79 35,703.50 Intergovernmental Totals $1,315,000.00 $710,000.00 $2,025,000.00 $143,399.55 $0.00 $574,223.17 $1,450,776.83 28% $1,967,372.24 Charges for Goods and Services 3415 Sale of Documents 200.00 .00 200.00 .00 .00 10,882.25 (10,682.25) 5441 546.65 Charges for Goods and Services Totals $200.00 $0.00 $200.00 $0.00 $0.00 $10,882.25 ($10,682.25) 5441% $546.65 Franchise Fees 3226 3226 RoW Franchise Revenue 210,000.00 .00 210,000.00 .00 .00 .00 210,000.00 0 .00 3226.001 RoW Franchise Revenue - Bullseye Telecom .00 .00 .00 .00 .00 .00 .00 409.80 3226.002 RoW Franchise Revenue - Consumer Cellular .00 .00 .00 2,733.66 .00 5,320.37 (5,320.37) 10,584.10 3226.003 RoW Franchise Revenue - Dish Wireless .00 .00 .00 20.34 .00 45.39 (45.39) 231.61 3226.004 RoW Franchise Revenue - Dishnet Wireline .00 .00 .00 .00 .00 .00 .00 100.00 3226.005 RoW Franchise Revenue - Granite Telecommunications .00 .00 .00 1,856.23 .00 3,832.43 (3,832.43) 7,719.93 3226.006 RoW Franchise Revenue - LS Networks .00 .00 .00 442.11 .00 884.22 (884.22) 5,751.35 3226.007 RoW Franchise Revenue - Mitel Cloud Services .00 .00 .00 11.97 .00 23.94 (23.94) 53.18 3226.008 RoW Franchise Revenue - Working Assets Funding Services .00 .00 .00 .00 .00 .00 .00 6.87 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 1 of 23 97 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 000 - Revenue REVENUE Franchise Fees 3226 3226.009 RoW Franchise Revenue - Electric Lightwave .00 .00 .00 2,646.78 .00 4,806.67 (4,806.67) 7,891.48 3226.010 RoW Franchise Revenue - vCom QuantumShift .00 .00 .00 276.69 .00 778.00 (778.00) 2,006.58 3226.011 RoW Franchise Revenue - Gabb Wireless .00 .00 .00 .00 .00 13.13 (13.13) 36.67 3226.012 RoW Franchise Revenue - Qwest .00 .00 .00 4,032.93 .00 8,624.86 (8,624.86) 24,153.37 3226.013 RoW Franchise Revenue - CenturyLink .00 .00 .00 2,399.82 .00 5,274.54 (5,274.54) 13,936.70 3226.014 RoW Franchise Revenue - Level3 .00 .00 .00 2,883.78 .00 5,834.67 (5,834.67) 11,679.73 3226.015 RoW Franchise Revenue - .00 .00 .00 .39 .00 66.94 (66.94) .39 3226.016 RoW Franchise Revenue - McLeod USA .00 .00 .00 70.88 .00 71.27 (71.27) 234.97 3226.017 RoW Franchise Revenue - RingCentral .00 .00 .00 125.50 .00 347.91 (347.91) 672.02 3226.021 RoW Franchise Revenue - GreatCall .00 .00 .00 241.33 .00 526.03 (526.03) 1,088.84 3226.022 RoW Franchise Revenue - Clear Rate Communications .00 .00 .00 88.48 .00 177.13 (177.13) 354.55 3226.023 RoW Franchise Revenue - Calpine Energy .00 .00 .00 30,848.77 .00 66,094.34 (66,094.34) 128,209.95 3226.025 RoW Franchise Revenue - Constellation New Energy .00 .00 .00 6,478.54 .00 12,763.89 (12,763.89) 30,973.57 3226.026 RoW Franchise Revenue - DataVision Telecom .00 .00 .00 1,726.17 .00 3,467.54 (3,467.54) 7,444.99 3226.028 RoW Franchise Revenue - Spectrotel, Inc. .00 .00 .00 45.18 .00 89.33 (89.33) 210.68 3226.029 RoW Franchise Revenue - MetTel .00 .00 .00 254.72 .00 470.45 (470.45) 765.94 3226.030 RoW Franchise Revenue - Nextiva Inc .00 .00 .00 109.33 .00 197.39 (197.39) 425.06 3226.031 RoW Franchise Revenue - iWireless .00 .00 .00 28.05 .00 52.70 (52.70) 130.25 3226.032 RoW Franchise Revenue - Marconi .00 .00 .00 17.87 .00 36.29 (36.29) 85.78 3226.033 RoW Franchise Revenue - Nuso .00 .00 .00 11.22 .00 29.46 (29.46) 36.57 3226.034 RoW Franchise Revenue - Ooma .00 .00 .00 102.02 .00 199.35 (199.35) 328.92 3226.035 RoW Franchise Revenue - GC Pivotal .00 .00 .00 .00 .00 27.66 (27.66) 91.47 3226.036 RoW Franchise Revenue - Comcast .00 .00 .00 10,222.12 .00 19,538.70 (19,538.70) 21,479.62 3226.037 RoW Franchise Revenue - Zoom Voice Comm .00 .00 .00 1.92 .00 2.81 (2.81) 529.83 3226.038 RoW Franchise Revenue - 8X8 Inc .00 .00 .00 687.26 .00 1,346.38 (1,346.38) 5,319.99 3226.039 RoW Franchise Revenue - Patriot Mobile .00 .00 .00 .00 .00 47.44 (47.44) 292.10 3226.040 RoW Franchise Revenue - Interface Security Systems .00 .00 .00 21.15 .00 42.06 (42.06) 167.51 3226.041 RoW Franchise Revenue - Mint Mobile .00 .00 .00 73.59 .00 136.71 (136.71) 151.58 3226.042 RoW Franchise Revenue - GreenFly Networks .00 .00 .00 56.50 .00 127.40 (127.40) 992.37 3226.043 RoW Franchise Revenue - ICIM Corporation .00 .00 .00 8.31 .00 16.60 (16.60) 15.87 3226.044 RoW Franchise Revenue - BCN Telecom Inc .00 .00 .00 2.88 .00 2.88 (2.88) 2.72 3226.045 RoW Franchise Revenue - Simple VoIP LLC .00 .00 .00 27.75 .00 64.03 (64.03) 40.77 3226.046 RoW Franchise Revenue - Intelepeer Cloud Comm. .00 .00 .00 19.01 .00 101.52 (101.52) 81.58 3226.047 RoW Franchise Revenue - Plintron .00 .00 .00 2.00 .00 2.00 (2.00) .00 3226.048 RoW Franchise Revenue - Momentum Telecom .00 .00 .00 871.79 .00 871.79 (871.79) .00 3226 - Totals $210,000.00 $0.00 $210,000.00 $69,447.04 $0.00 $142,356.22 $67,643.78 68% $284,689.26 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 2 of 23 98 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 000 - Revenue REVENUE Franchise Fees 3228 3228.003 PGE Franchise Fees 700,000.00 .00 700,000.00 .00 .00 .00 700,000.00 0 726,291.87 3228.004 NW Natural Franchise Fees 180,000.00 .00 180,000.00 58,358.47 .00 87,818.18 92,181.82 49 231,349.47 3228.006 Republic Services Franchise Fees 360,000.00 .00 360,000.00 100,870.88 .00 180,238.73 179,761.27 50 359,640.55 3228.007 Wave Broadband Franchise Fees 100,000.00 .00 100,000.00 .00 .00 28,245.08 71,754.92 28 92,034.39 3228 - Totals $1,340,000.00 $0.00 $1,340,000.00 $159,229.35 $0.00 $296,301.99 $1,043,698.01 22% $1,409,316.28 3243 3243.470 General Right of Way - Water 248,000.00 .00 248,000.00 18,959.83 .00 172,613.50 75,386.50 70 259,159.58 3243.472 General Right of Way - Sewer 493,000.00 .00 493,000.00 45,584.23 .00 318,237.99 174,762.01 65 515,765.74 3243 - Totals $741,000.00 $0.00 $741,000.00 $64,544.06 $0.00 $490,851.49 $250,148.51 66% $774,925.32 Franchise Fees Totals $2,291,000.00 $0.00 $2,291,000.00 $293,220.45 $0.00 $929,509.70 $1,361,490.30 41% $2,468,930.86 Miscellaneous Revenue 3611 Interest from Investments 220,000.00 .00 220,000.00 60,708.09 .00 324,384.18 (104,384.18) 147 328,627.40 3617 Change in Fair Value of Investments .00 .00 .00 4,921.00 .00 68,099.80 (68,099.80) (3,634.97) 3625 Facilities Rent 2,400.00 .00 2,400.00 .00 .00 .00 2,400.00 0 .00 3641 Annual Access Fee 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 999.24 3691 Sale of Surplus Property 62,000.00 .00 62,000.00 .00 .00 32,000.00 30,000.00 52 44,249.56 3692 3692.101 Copies--Other .00 .00 .00 .10 .00 1.40 (1.40) 15.60 3692 - Totals $0.00 $0.00 $0.00 $0.10 $0.00 $1.40 ($1.40) $15.60 3698 Cash Long and Short .00 .00 .00 25.00 .00 27.04 (27.04) 1,552.63 3699 Other Miscellaneous Income 70,000.00 .00 70,000.00 5,742.69 .00 118,713.76 (48,713.76) 170 210,614.19 Miscellaneous Revenue Totals $357,400.00 $0.00 $357,400.00 $71,396.88 $0.00 $543,226.18 ($185,826.18) 152% $582,423.65 Transfers In 3971 3971.136 Transfer from American Rescue Plan Fund 966,000.00 .00 966,000.00 .00 .00 .00 966,000.00 0 409,710.00 3971.376 Transfer From Street SDC 200,000.00 .00 200,000.00 .00 .00 .00 200,000.00 0 .00 3971 - Totals $1,166,000.00 $0.00 $1,166,000.00 $0.00 $0.00 $0.00 $1,166,000.00 0% $409,710.00 Transfers In Totals $1,166,000.00 $0.00 $1,166,000.00 $0.00 $0.00 $0.00 $1,166,000.00 0% $409,710.00 REVENUE TOTALS $28,092,920.00 $710,000.00 $28,802,920.00 $796,901.46 $0.00 $13,220,900.54 $15,582,019.46 46% $17,179,107.31 Department 000 - Revenue Totals $28,092,920.00 $710,000.00 $28,802,920.00 $796,901.46 $0.00 $13,220,900.54 $15,582,019.46 46% $17,179,107.31 Department 101 - Administration REVENUE Charges for Goods and Services 3416 Lien Search Revenue 15,150.00 .00 15,150.00 896.00 .00 7,689.00 7,461.00 51 9,375.00 Charges for Goods and Services Totals $15,150.00 $0.00 $15,150.00 $896.00 $0.00 $7,689.00 $7,461.00 51% $9,375.00 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 3 of 23 99 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 101 - Administration REVENUE Fines and Forfeits 3530 Court Fines from Other Jurisdictions 24,750.00 .00 24,750.00 810.00 .00 9,237.49 15,512.51 37 24,855.14 3531 Court Fines 500,000.00 .00 500,000.00 33,643.80 .00 271,692.33 228,307.67 54 454,189.98 Fines and Forfeits Totals $524,750.00 $0.00 $524,750.00 $34,453.80 $0.00 $280,929.82 $243,820.18 54% $479,045.12 REVENUE TOTALS $539,900.00 $0.00 $539,900.00 $35,349.80 $0.00 $288,618.82 $251,281.18 53% $488,420.12 Department 101 - Administration Totals $539,900.00 $0.00 $539,900.00 $35,349.80 $0.00 $288,618.82 $251,281.18 53% $488,420.12 Department 125 - Economic Development REVENUE Intergovernmental 3351 Grants 476,950.00 .00 476,950.00 .00 .00 56,625.00 420,325.00 12 113,699.00 Intergovernmental Totals $476,950.00 $0.00 $476,950.00 $0.00 $0.00 $56,625.00 $420,325.00 12% $113,699.00 Miscellaneous Revenue 3699 Other Miscellaneous Income 10,000.00 .00 10,000.00 .00 .00 7,041.00 2,959.00 70 2,500.00 Miscellaneous Revenue Totals $10,000.00 $0.00 $10,000.00 $0.00 $0.00 $7,041.00 $2,959.00 70% $2,500.00 REVENUE TOTALS $486,950.00 $0.00 $486,950.00 $0.00 $0.00 $63,666.00 $423,284.00 13% $116,199.00 Department 125 - Economic Development Totals $486,950.00 $0.00 $486,950.00 $0.00 $0.00 $63,666.00 $423,284.00 13% $116,199.00 Department 211 - Police REVENUE Intergovernmental 3332 Federal Grants 20,000.00 .00 20,000.00 .00 .00 .00 20,000.00 0 .00 3333 Federal Grants Indirect .00 .00 .00 .00 .00 10,064.12 (10,064.12) 3,649.09 3341 State Grants 5,000.00 .00 5,000.00 .00 .00 .00 5,000.00 0 .00 Intergovernmental Totals $25,000.00 $0.00 $25,000.00 $0.00 $0.00 $10,064.12 $14,935.88 40% $3,649.09 Charges for Goods and Services 3421 3421 Police Reimbursements 15,000.00 .00 15,000.00 3,637.00 .00 14,904.96 95.04 99 16,074.46 3421.001 Reimbursements School District 105,000.00 .00 105,000.00 26,250.00 .00 53,789.90 51,210.10 51 109,873.78 3421.013 Reimbursements Marion County 150,000.00 .00 150,000.00 6,352.55 .00 50,169.80 99,830.20 33 111,801.36 3421 - Totals $270,000.00 $0.00 $270,000.00 $36,239.55 $0.00 $118,864.66 $151,135.34 44% $237,749.60 Charges for Goods and Services Totals $270,000.00 $0.00 $270,000.00 $36,239.55 $0.00 $118,864.66 $151,135.34 44% $237,749.60 Fines and Forfeits 3531 3531.101 Police Training Surcharge 15,000.00 .00 15,000.00 1,505.00 .00 11,277.00 3,723.00 75 18,727.32 3531 - Totals $15,000.00 $0.00 $15,000.00 $1,505.00 $0.00 $11,277.00 $3,723.00 75% $18,727.32 3532 Towing Fee 10,000.00 .00 10,000.00 2,400.00 .00 10,350.00 (350.00) 104 14,100.00 3533 Alarm Fee 500.00 .00 500.00 .00 .00 210.00 290.00 42 (30.00) Fines and Forfeits Totals $25,500.00 $0.00 $25,500.00 $3,905.00 $0.00 $21,837.00 $3,663.00 86% $32,797.32 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 4 of 23 100 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 211 - Police REVENUE Miscellaneous Revenue 3673 Donations-Police 4,000.00 .00 4,000.00 .00 .00 .00 4,000.00 0 2,500.00 3699 Other Miscellaneous Income 3,500.00 .00 3,500.00 276.00 .00 506.50 2,993.50 14 11,439.50 3881 3881.001 Reimbursement--Training 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 .00 3881 - Totals $3,000.00 $0.00 $3,000.00 $0.00 $0.00 $0.00 $3,000.00 0% $0.00 Miscellaneous Revenue Totals $10,500.00 $0.00 $10,500.00 $276.00 $0.00 $506.50 $9,993.50 5% $13,939.50 REVENUE TOTALS $331,000.00 $0.00 $331,000.00 $40,420.55 $0.00 $151,272.28 $179,727.72 46% $288,135.51 Department 211 - Police Totals $331,000.00 $0.00 $331,000.00 $40,420.55 $0.00 $151,272.28 $179,727.72 46% $288,135.51 Department 311 - Library REVENUE Miscellaneous Revenue 3695 Lost Book Revenue .00 .00 .00 .00 .00 .00 .00 1,086.62 Miscellaneous Revenue Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1,086.62 REVENUE TOTALS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1,086.62 Department 311 - Library Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1,086.62 Department 411 - Community Services REVENUE Intergovernmental 3351 Grants 12,000.00 .00 12,000.00 .00 .00 .00 12,000.00 0 31,179.65 3365 Regional Library Services 95,470.00 .00 95,470.00 .00 .00 52,690.05 42,779.95 55 153,175.74 3366 Ready to Read Grant 4,750.00 .00 4,750.00 4,897.00 .00 4,897.00 (147.00) 103 .00 Intergovernmental Totals $112,220.00 $0.00 $112,220.00 $4,897.00 $0.00 $57,587.05 $54,632.95 51% $184,355.39 Charges for Goods and Services 3417 Resale of Merchandise 5,500.00 .00 5,500.00 277.00 .00 2,083.25 3,416.75 38 5,139.00 3418 Concession Sales 6,000.00 .00 6,000.00 479.00 .00 4,156.00 1,844.00 69 6,319.25 3471 3471 Pool Program Revenues .00 .00 .00 .00 .00 .00 .00 (70.00) 3471.101 Pool Admissions 88,000.00 .00 88,000.00 4,591.00 .00 44,726.78 43,273.22 51 73,224.75 3471.102 Pool Memberships 71,000.00 .00 71,000.00 8,380.68 .00 45,802.32 25,197.68 65 59,437.19 3471.103 Pool Rentals 7,000.00 .00 7,000.00 .00 .00 290.50 6,709.50 4 (3,657.00) 3471.104 Swimming Lessons 18,000.00 .00 18,000.00 1,965.00 .00 13,722.00 4,278.00 76 11,821.75 3471.105 Pool Sponsorships 1,500.00 .00 1,500.00 .00 .00 .00 1,500.00 0 200.00 3471.107 Towels/Misc 3,000.00 .00 3,000.00 .00 .00 .00 3,000.00 0 .00 3471 - Totals $188,500.00 $0.00 $188,500.00 $14,936.68 $0.00 $104,541.60 $83,958.40 55% $140,956.69 3472 Rural Readers' Fees 1,000.00 .00 1,000.00 .00 .00 240.00 760.00 24 300.00 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 5 of 23 101 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services REVENUE Charges for Goods and Services 3473 3473.101 Youth Sports 12,000.00 .00 12,000.00 .00 .00 2,131.43 9,868.57 18 11,034.95 3473.102 Adult Sports 4,000.00 .00 4,000.00 .00 .00 .00 4,000.00 0 1,879.04 3473.103 Youth Program 2,500.00 .00 2,500.00 .00 .00 (4,339.00) 6,839.00 -174 550.00 3473.105 Adult Program .00 .00 .00 .00 .00 .00 .00 (702.27) 3473.106 Recreation - Sponsorship Revenue 3,000.00 .00 3,000.00 .00 .00 3,500.00 (500.00) 117 9,000.00 3473.110 Arts & Culture 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 170.00 3473.111 Active Adult 2,000.00 .00 2,000.00 50.00 .00 50.00 1,950.00 2 345.97 3473 - Totals $25,500.00 $0.00 $25,500.00 $50.00 $0.00 $1,342.43 $24,157.57 5% $22,277.69 3474 3474 Event Admission & Vendor Fees 1,000.00 .00 1,000.00 .00 .00 60.00 940.00 6 2,655.00 3474.099 Fiesta Event Admissions & Vendor Fees 64,000.00 .00 64,000.00 .00 .00 56,345.89 7,654.11 88 41,333.80 3474 - Totals $65,000.00 $0.00 $65,000.00 $0.00 $0.00 $56,405.89 $8,594.11 87% $43,988.80 3476 3476 Event Sponsorships 10,000.00 .00 10,000.00 .00 .00 13,350.00 (3,350.00) 134 10,000.00 3476.099 Fiesta Event Sponsorships 65,000.00 .00 65,000.00 .00 .00 51,730.00 13,270.00 80 36,863.00 3476 - Totals $75,000.00 $0.00 $75,000.00 $0.00 $0.00 $65,080.00 $9,920.00 87% $46,863.00 3491 Rental Income 31,310.00 .00 31,310.00 1,525.00 .00 31,588.00 (278.00) 101 37,343.00 Charges for Goods and Services Totals $397,810.00 $0.00 $397,810.00 $17,267.68 $0.00 $265,437.17 $132,372.83 67% $303,187.43 Fines and Forfeits 3536 Library Fines 5,000.00 .00 5,000.00 11.85 .00 119.79 4,880.21 2 187.57 Fines and Forfeits Totals $5,000.00 $0.00 $5,000.00 $11.85 $0.00 $119.79 $4,880.21 2% $187.57 Miscellaneous Revenue 3625 Facilities Rent 4,500.00 .00 4,500.00 2,487.18 .00 9,220.18 (4,720.18) 205 6,542.50 3651 Internal Rent Revenue 85,280.00 .00 85,280.00 7,106.67 .00 49,746.69 35,533.31 58 74,410.00 3672 3672 Donations-Library .00 .00 .00 .00 .00 146.28 (146.28) 660.10 3672.001 Donations-Library - Music in the Park .00 .00 .00 .00 .00 2,000.00 (2,000.00) (1,500.00) 3672 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $2,146.28 ($2,146.28) ($839.90) 3675 Donations-Museum .00 .00 .00 .00 .00 .00 .00 4,969.60 3677 Donations-Pool 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 .00 3695 Lost Book Revenue 2,000.00 .00 2,000.00 100.71 .00 627.03 1,372.97 31 3,880.79 3698 3698.102 Library .00 .00 .00 (.05) .00 4.25 (4.25) 14.60 3698.103 Aquatics .00 .00 .00 .00 .00 1.55 (1.55) (238.75) 3698.104 Recreation .00 .00 .00 16.25 .00 (54.29) 54.29 243.77 3698 - Totals $0.00 $0.00 $0.00 $16.20 $0.00 ($48.49) $48.49 $19.62 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 6 of 23 102 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 001 - General Fund Department 411 - Community Services REVENUE Miscellaneous Revenue 3699 3699 Other Miscellaneous Income 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 91.87 3699.102 Library .00 .00 .00 444.95 .00 3,180.15 (3,180.15) 5,516.11 3699.103 Aquatics .00 .00 .00 .00 .00 .00 .00 70.75 3699.104 Recreation .00 .00 .00 .00 .00 .00 .00 93.20 3699 - Totals $1,000.00 $0.00 $1,000.00 $444.95 $0.00 $3,180.15 ($2,180.15) 318% $5,771.93 Miscellaneous Revenue Totals $94,780.00 $0.00 $94,780.00 $10,155.71 $0.00 $64,871.84 $29,908.16 68% $94,754.54 REVENUE TOTALS $609,810.00 $0.00 $609,810.00 $32,332.24 $0.00 $388,015.85 $221,794.15 64% $582,484.93 Department 411 - Community Services Totals $609,810.00 $0.00 $609,810.00 $32,332.24 $0.00 $388,015.85 $221,794.15 64% $582,484.93 Department 511 - Planning REVENUE Licenses and Permits 3451 T&E Planning Develop Fee 125,000.00 .00 125,000.00 6,753.32 .00 72,308.88 52,691.12 58 98,909.11 3456 Planning Fees 250,000.00 .00 250,000.00 5,030.00 .00 80,156.50 169,843.50 32 294,217.00 Licenses and Permits Totals $375,000.00 $0.00 $375,000.00 $11,783.32 $0.00 $152,465.38 $222,534.62 41% $393,126.11 REVENUE TOTALS $375,000.00 $0.00 $375,000.00 $11,783.32 $0.00 $152,465.38 $222,534.62 41% $393,126.11 Department 511 - Planning Totals $375,000.00 $0.00 $375,000.00 $11,783.32 $0.00 $152,465.38 $222,534.62 41% $393,126.11 Department 651 - Engineering REVENUE Licenses and Permits 3221 3221.111 Demo Permits .00 .00 .00 .00 .00 .00 .00 750.00 3221 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $750.00 3224 R/W Construction Permits 200,000.00 .00 200,000.00 5,360.00 .00 59,733.08 140,266.92 30 341,972.97 3451 T&E Planning Develop Fee 37,950.00 .00 37,950.00 3,377.68 .00 36,210.30 1,739.70 95 49,469.39 Licenses and Permits Totals $237,950.00 $0.00 $237,950.00 $8,737.68 $0.00 $95,943.38 $142,006.62 40% $392,192.36 Intergovernmental 3656 Engineering Internal Project WO Revenue 130,000.00 .00 130,000.00 4,646.90 .00 58,310.03 71,689.97 45 266,982.45 Intergovernmental Totals $130,000.00 $0.00 $130,000.00 $4,646.90 $0.00 $58,310.03 $71,689.97 45% $266,982.45 REVENUE TOTALS $367,950.00 $0.00 $367,950.00 $13,384.58 $0.00 $154,253.41 $213,696.59 42% $659,174.81 Department 651 - Engineering Totals $367,950.00 $0.00 $367,950.00 $13,384.58 $0.00 $154,253.41 $213,696.59 42% $659,174.81 Fund 001 - General Fund Totals $30,803,530.00 $710,000.00 $31,513,530.00 $930,171.95 $0.00 $14,419,192.28 $17,094,337.72 $19,707,734.41 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 7 of 23 103 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 110 - Transit Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 713,500.00 .00 713,500.00 .00 .00 .00 713,500.00 0 .00 Fund Balance Totals $713,500.00 $0.00 $713,500.00 $0.00 $0.00 $0.00 $713,500.00 0% $0.00 Intergovernmental 3332 Federal Grants 272,000.00 .00 272,000.00 .00 .00 .00 272,000.00 0 253,987.00 3333 3333.601 5310 Discretionary Ops 70,300.00 .00 70,300.00 .00 .00 17,295.00 53,005.00 25 85,025.00 3333.603 5311 Formula Operation 167,500.00 .00 167,500.00 .00 .00 77,299.00 90,201.00 46 500,488.00 3333.605 Veh Prev Maint 37,000.00 .00 37,000.00 .00 .00 9,414.00 27,586.00 25 69,255.00 3333 - Totals $274,800.00 $0.00 $274,800.00 $0.00 $0.00 $104,008.00 $170,792.00 38% $654,768.00 3341 3341 State Grants 125,000.00 .00 125,000.00 .00 .00 .00 125,000.00 0 138,010.00 3341.601 STF Formula .00 .00 .00 .00 .00 .00 .00 217,000.00 3341 - Totals $125,000.00 $0.00 $125,000.00 $0.00 $0.00 $0.00 $125,000.00 0% $355,010.00 3345 Statewide Transit 1,099,000.00 .00 1,099,000.00 .00 .00 136,431.00 962,569.00 12 469,124.00 Intergovernmental Totals $1,770,800.00 $0.00 $1,770,800.00 $0.00 $0.00 $240,439.00 $1,530,361.00 14% $1,732,889.00 Charges for Goods and Services 3445 Dial a Ride Daily .00 .00 .00 205.75 .00 369.25 (369.25) 24.00 Charges for Goods and Services Totals $0.00 $0.00 $0.00 $205.75 $0.00 $369.25 ($369.25) $24.00 Miscellaneous Revenue 3611 Interest from Investments 4,000.00 .00 4,000.00 2,393.20 .00 13,817.64 (9,817.64) 345 10,244.35 3617 Change in Fair Value of Investments .00 .00 .00 247.68 .00 2,383.70 (2,383.70) 386.08 3676 Donations-Transit 6,000.00 .00 6,000.00 448.00 .00 5,367.50 632.50 89 9,326.86 3694 Gain/Loss on Sale .00 .00 .00 .00 .00 .00 .00 (64.38) Miscellaneous Revenue Totals $10,000.00 $0.00 $10,000.00 $3,088.88 $0.00 $21,568.84 ($11,568.84) 216% $19,892.91 Transfers In 3971 3971.001 Transfer From General Fund 100,000.00 .00 100,000.00 8,333.33 .00 58,333.31 41,666.69 58 150,000.00 3971.136 Transfer from American Rescue Plan Fund 127,000.00 .00 127,000.00 .00 .00 .00 127,000.00 0 65,000.00 3971 - Totals $227,000.00 $0.00 $227,000.00 $8,333.33 $0.00 $58,333.31 $168,666.69 26% $215,000.00 Transfers In Totals $227,000.00 $0.00 $227,000.00 $8,333.33 $0.00 $58,333.31 $168,666.69 26% $215,000.00 REVENUE TOTALS $2,721,300.00 $0.00 $2,721,300.00 $11,627.96 $0.00 $320,710.40 $2,400,589.60 12% $1,967,805.91 Department 000 - Revenue Totals $2,721,300.00 $0.00 $2,721,300.00 $11,627.96 $0.00 $320,710.40 $2,400,589.60 12% $1,967,805.91 Fund 110 - Transit Fund Totals $2,721,300.00 $0.00 $2,721,300.00 $11,627.96 $0.00 $320,710.40 $2,400,589.60 $1,967,805.91 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 8 of 23 104 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 123 - Building Inspection Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 7,474,300.00 .00 7,474,300.00 .00 .00 .00 7,474,300.00 0 .00 Fund Balance Totals $7,474,300.00 $0.00 $7,474,300.00 $0.00 $0.00 $0.00 $7,474,300.00 0% $0.00 Licenses and Permits 3221 3221.101 Building Permits 816,200.00 .00 816,200.00 36,233.84 .00 510,997.26 305,202.74 63 696,951.56 3221.102 Mechanical Permits 60,000.00 .00 60,000.00 9,811.60 .00 50,225.78 9,774.22 84 114,935.70 3221.105 Plan Check Fees 867,240.00 100,000.00 967,240.00 57,988.21 .00 426,914.22 540,325.78 44 878,475.21 3221.106 Fire Check Fees 445,940.00 .00 445,940.00 86,765.12 .00 287,790.84 158,149.16 65 278,408.21 3221.109 Plan Check--Mechanical 30,000.00 .00 30,000.00 1,383.30 .00 18,153.20 11,846.80 61 44,860.10 3221.110 CET Administrative Fee 40,000.00 .00 40,000.00 2,162.85 .00 26,373.77 13,626.23 66 28,738.43 3221.111 Demo Permits 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 750.00 3221 - Totals $2,261,380.00 $100,000.00 $2,361,380.00 $194,344.92 $0.00 $1,320,455.07 $1,040,924.93 56% $2,043,119.21 Licenses and Permits Totals $2,261,380.00 $100,000.00 $2,361,380.00 $194,344.92 $0.00 $1,320,455.07 $1,040,924.93 56% $2,043,119.21 Intergovernmental 3891 3891 Construction Excise Tax 1,000,000.00 200,000.00 1,200,000.00 51,908.31 .00 632,970.45 567,029.55 53 690,042.24 3891.159 State Surcharge 160,000.00 .00 160,000.00 6,224.83 .00 60,473.60 99,526.40 38 97,674.09 3891.259 State Manufactured Home Fee 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 .00 3891 - Totals $1,161,000.00 $200,000.00 $1,361,000.00 $58,133.14 $0.00 $693,444.05 $667,555.95 51% $787,716.33 Intergovernmental Totals $1,161,000.00 $200,000.00 $1,361,000.00 $58,133.14 $0.00 $693,444.05 $667,555.95 51% $787,716.33 Miscellaneous Revenue 3611 Interest from Investments 60,000.00 .00 60,000.00 27,813.49 .00 186,082.28 (126,082.28) 310 166,883.28 3617 Change in Fair Value of Investments .00 .00 .00 2,955.45 .00 39,048.15 (39,048.15) (770.63) 3699 Other Miscellaneous Income 1,000.00 .00 1,000.00 .00 .00 .00 1,000.00 0 1,143.00 Miscellaneous Revenue Totals $61,000.00 $0.00 $61,000.00 $30,768.94 $0.00 $225,130.43 ($164,130.43) 369% $167,255.65 REVENUE TOTALS $10,957,680.00 $300,000.00 $11,257,680.00 $283,247.00 $0.00 $2,239,029.55 $9,018,650.45 20% $2,998,091.19 Department 000 - Revenue Totals $10,957,680.00 $300,000.00 $11,257,680.00 $283,247.00 $0.00 $2,239,029.55 $9,018,650.45 20% $2,998,091.19 Fund 123 - Building Inspection Fund Totals $10,957,680.00 $300,000.00 $11,257,680.00 $283,247.00 $0.00 $2,239,029.55 $9,018,650.45 $2,998,091.19 Fund 132 - Asset Forfeiture Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 16,350.00 .00 16,350.00 .00 .00 .00 16,350.00 0 .00 Fund Balance Totals $16,350.00 $0.00 $16,350.00 $0.00 $0.00 $0.00 $16,350.00 0% $0.00 Miscellaneous Revenue 3611 Interest from Investments 250.00 .00 250.00 98.88 .00 624.54 (374.54) 250 387.91 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 9 of 23 105 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 132 - Asset Forfeiture Department 000 - Revenue REVENUE Miscellaneous Revenue 3617 Change in Fair Value of Investments .00 .00 .00 10.34 .00 106.55 (106.55) (2.74) 3692 Confiscated Cash .00 .00 .00 .00 .00 8,495.52 (8,495.52) 30.50 3693 Sale of Confiscated Prop .00 .00 .00 .00 .00 1,719.00 (1,719.00) 2,429.15 Miscellaneous Revenue Totals $250.00 $0.00 $250.00 $109.22 $0.00 $10,945.61 ($10,695.61) 4378% $2,844.82 REVENUE TOTALS $16,600.00 $0.00 $16,600.00 $109.22 $0.00 $10,945.61 $5,654.39 66% $2,844.82 Department 000 - Revenue Totals $16,600.00 $0.00 $16,600.00 $109.22 $0.00 $10,945.61 $5,654.39 66% $2,844.82 Fund 132 - Asset Forfeiture Totals $16,600.00 $0.00 $16,600.00 $109.22 $0.00 $10,945.61 $5,654.39 $2,844.82 Fund 136 - American Rescue Plan Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 2,220,390.00 .00 2,220,390.00 .00 .00 .00 2,220,390.00 0 .00 Fund Balance Totals $2,220,390.00 $0.00 $2,220,390.00 $0.00 $0.00 $0.00 $2,220,390.00 0% $0.00 Intergovernmental 3351 Grants .00 .00 .00 .00 .00 .00 .00 2,917,812.66 Intergovernmental Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2,917,812.66 Miscellaneous Revenue 3611 Interest from Investments 30,000.00 .00 30,000.00 .00 .00 25,863.42 4,136.58 86 83,792.48 3617 Change in Fair Value of Investments .00 .00 .00 .00 .00 12,424.99 (12,424.99) (63.56) Miscellaneous Revenue Totals $30,000.00 $0.00 $30,000.00 $0.00 $0.00 $38,288.41 ($8,288.41) 128% $83,728.92 REVENUE TOTALS $2,250,390.00 $0.00 $2,250,390.00 $0.00 $0.00 $38,288.41 $2,212,101.59 2% $3,001,541.58 Department 000 - Revenue Totals $2,250,390.00 $0.00 $2,250,390.00 $0.00 $0.00 $38,288.41 $2,212,101.59 2% $3,001,541.58 Fund 136 - American Rescue Plan Fund Totals $2,250,390.00 $0.00 $2,250,390.00 $0.00 $0.00 $38,288.41 $2,212,101.59 $3,001,541.58 Fund 137 - Housing Rehab Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 27,890.00 .00 27,890.00 .00 .00 .00 27,890.00 0 .00 Fund Balance Totals $27,890.00 $0.00 $27,890.00 $0.00 $0.00 $0.00 $27,890.00 0% $0.00 Miscellaneous Revenue 3611 Interest from Investments 400.00 .00 400.00 158.35 .00 955.02 (555.02) 239 696.87 3617 Change in Fair Value of Investments .00 .00 .00 16.81 .00 174.80 (174.80) 3.51 Miscellaneous Revenue Totals $400.00 $0.00 $400.00 $175.16 $0.00 $1,129.82 ($729.82) 282% $700.38 Other Financing Sources 3824 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 10 of 23 106 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 137 - Housing Rehab Fund Department 000 - Revenue REVENUE Other Financing Sources 3824 3824.010 Loan Payback 2010 10,000.00 .00 10,000.00 .00 .00 18,752.12 (8,752.12) 188 .00 3824 - Totals $10,000.00 $0.00 $10,000.00 $0.00 $0.00 $18,752.12 ($8,752.12) 188% $0.00 Other Financing Sources Totals $10,000.00 $0.00 $10,000.00 $0.00 $0.00 $18,752.12 ($8,752.12) 188% $0.00 REVENUE TOTALS $38,290.00 $0.00 $38,290.00 $175.16 $0.00 $19,881.94 $18,408.06 52% $700.38 Department 000 - Revenue Totals $38,290.00 $0.00 $38,290.00 $175.16 $0.00 $19,881.94 $18,408.06 52% $700.38 Fund 137 - Housing Rehab Fund Totals $38,290.00 $0.00 $38,290.00 $175.16 $0.00 $19,881.94 $18,408.06 $700.38 Fund 140 - Street Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 4,369,310.00 .00 4,369,310.00 .00 .00 .00 4,369,310.00 0 .00 Fund Balance Totals $4,369,310.00 $0.00 $4,369,310.00 $0.00 $0.00 $0.00 $4,369,310.00 0% $0.00 Taxes 3171 City Gas Tax 110,000.00 .00 110,000.00 8,443.27 .00 57,918.48 52,081.52 53 118,032.11 Taxes Totals $110,000.00 $0.00 $110,000.00 $8,443.27 $0.00 $57,918.48 $52,081.52 53% $118,032.11 Licenses and Permits 3223 Curb Cuts and Bores 400.00 .00 400.00 .00 .00 67.00 333.00 17 67.00 Licenses and Permits Totals $400.00 $0.00 $400.00 $0.00 $0.00 $67.00 $333.00 17% $67.00 Intergovernmental 3333 3333.001 DoT Fund Exchange .00 .00 .00 .00 .00 1,714,965.12 (1,714,965.12) .00 3333 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $1,714,965.12 ($1,714,965.12) $0.00 3361 State Gas Tax 2,075,000.00 .00 2,075,000.00 197,269.52 .00 1,046,341.03 1,028,658.97 50 2,072,999.83 Intergovernmental Totals $2,075,000.00 $0.00 $2,075,000.00 $197,269.52 $0.00 $2,761,306.15 ($686,306.15) 133% $2,072,999.83 Franchise Fees 3141 Privilege Tax, PGE 300,000.00 .00 300,000.00 .00 .00 .00 300,000.00 0 311,101.79 3142 Privilege Tax, NW Natural 120,000.00 .00 120,000.00 38,905.65 .00 58,545.45 61,454.55 49 154,232.97 Franchise Fees Totals $420,000.00 $0.00 $420,000.00 $38,905.65 $0.00 $58,545.45 $361,454.55 14% $465,334.76 Miscellaneous Revenue 3611 Interest from Investments 75,000.00 .00 75,000.00 22,314.77 .00 119,136.03 (44,136.03) 159 144,654.01 3617 Change in Fair Value of Investments .00 .00 .00 1,692.35 .00 29,541.07 (29,541.07) 532.61 3654 Garage WO Revenue 25,000.00 .00 25,000.00 .00 .00 31,680.71 (6,680.71) 127 51,596.62 3699 Other Miscellaneous Income 500.00 .00 500.00 67.19 .00 372.77 127.23 75 879.95 Miscellaneous Revenue Totals $100,500.00 $0.00 $100,500.00 $24,074.31 $0.00 $180,730.58 ($80,230.58) 180% $197,663.19 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 11 of 23 107 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 140 - Street Fund Department 000 - Revenue REVENUE Transfers In 3971 3971.472 Transfer From Sewer 90,000.00 .00 90,000.00 7,500.00 .00 52,500.00 37,500.00 58 90,000.00 3971 - Totals $90,000.00 $0.00 $90,000.00 $7,500.00 $0.00 $52,500.00 $37,500.00 58% $90,000.00 Transfers In Totals $90,000.00 $0.00 $90,000.00 $7,500.00 $0.00 $52,500.00 $37,500.00 58% $90,000.00 REVENUE TOTALS $7,165,210.00 $0.00 $7,165,210.00 $276,192.75 $0.00 $3,111,067.66 $4,054,142.34 43% $2,944,096.89 Department 000 - Revenue Totals $7,165,210.00 $0.00 $7,165,210.00 $276,192.75 $0.00 $3,111,067.66 $4,054,142.34 43% $2,944,096.89 Fund 140 - Street Fund Totals $7,165,210.00 $0.00 $7,165,210.00 $276,192.75 $0.00 $3,111,067.66 $4,054,142.34 $2,944,096.89 Fund 250 - GO Debt Service Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 8,790.00 .00 8,790.00 .00 .00 .00 8,790.00 0 .00 Fund Balance Totals $8,790.00 $0.00 $8,790.00 $0.00 $0.00 $0.00 $8,790.00 0% $0.00 Taxes 3111 Property Tax - Current 616,000.00 .00 616,000.00 13,146.32 .00 582,773.58 33,226.42 95 602,173.54 3112 Property Tax - Delinquent 14,000.00 .00 14,000.00 476.61 .00 8,603.57 5,396.43 61 11,404.96 Taxes Totals $630,000.00 $0.00 $630,000.00 $13,622.93 $0.00 $591,377.15 $38,622.85 94% $613,578.50 Miscellaneous Revenue 3611 Interest from Investments 3,310.00 .00 3,310.00 2,045.62 .00 5,165.72 (1,855.72) 156 9,576.50 3617 Change in Fair Value of Investments .00 .00 .00 92.97 .00 1,524.73 (1,524.73) 586.82 Miscellaneous Revenue Totals $3,310.00 $0.00 $3,310.00 $2,138.59 $0.00 $6,690.45 ($3,380.45) 202% $10,163.32 REVENUE TOTALS $642,100.00 $0.00 $642,100.00 $15,761.52 $0.00 $598,067.60 $44,032.40 93% $623,741.82 Department 000 - Revenue Totals $642,100.00 $0.00 $642,100.00 $15,761.52 $0.00 $598,067.60 $44,032.40 93% $623,741.82 Fund 250 - GO Debt Service Fund Totals $642,100.00 $0.00 $642,100.00 $15,761.52 $0.00 $598,067.60 $44,032.40 $623,741.82 Fund 358 - General Cap Const Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 148,490.00 .00 148,490.00 .00 .00 .00 148,490.00 0 .00 Fund Balance Totals $148,490.00 $0.00 $148,490.00 $0.00 $0.00 $0.00 $148,490.00 0% $0.00 Intergovernmental 3341 State Grants 1,750,000.00 .00 1,750,000.00 .00 .00 .00 1,750,000.00 0 .00 Intergovernmental Totals $1,750,000.00 $0.00 $1,750,000.00 $0.00 $0.00 $0.00 $1,750,000.00 0% $0.00 Miscellaneous Revenue 3671 Donations-Parks .00 .00 .00 .00 .00 .00 .00 1,010,000.00 3699 Other Miscellaneous Income .00 .00 .00 .00 .00 .00 .00 21,603.86 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 12 of 23 108 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 358 - General Cap Const Fund Department 000 - Revenue REVENUE Miscellaneous Revenue Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1,031,603.86 Transfers In 3971 3971.001 Transfer From General Fund 66,470.00 .00 66,470.00 .00 .00 20,610.00 45,860.00 31 515,224.00 3971.136 Transfer from American Rescue Plan Fund 161,250.00 .00 161,250.00 .00 .00 .00 161,250.00 0 .00 3971.364 Transfer From Parks SDC 1,028,750.00 .00 1,028,750.00 .00 .00 8,807.10 1,019,942.90 1 1,485,954.00 3971.376 Transfer From Street SDC 50,000.00 .00 50,000.00 .00 .00 .00 50,000.00 0 .00 3971 - Totals $1,306,470.00 $0.00 $1,306,470.00 $0.00 $0.00 $29,417.10 $1,277,052.90 2% $2,001,178.00 Transfers In Totals $1,306,470.00 $0.00 $1,306,470.00 $0.00 $0.00 $29,417.10 $1,277,052.90 2% $2,001,178.00 REVENUE TOTALS $3,204,960.00 $0.00 $3,204,960.00 $0.00 $0.00 $29,417.10 $3,175,542.90 1% $3,032,781.86 Department 000 - Revenue Totals $3,204,960.00 $0.00 $3,204,960.00 $0.00 $0.00 $29,417.10 $3,175,542.90 1% $3,032,781.86 Fund 358 - General Cap Const Fund Totals $3,204,960.00 $0.00 $3,204,960.00 $0.00 $0.00 $29,417.10 $3,175,542.90 $3,032,781.86 Fund 360 - Special Assessment Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 39,960.00 .00 39,960.00 .00 .00 .00 39,960.00 0 .00 Fund Balance Totals $39,960.00 $0.00 $39,960.00 $0.00 $0.00 $0.00 $39,960.00 0% $0.00 Miscellaneous Revenue 3611 Interest from Investments 500.00 .00 500.00 146.79 .00 988.94 (488.94) 198 931.72 3614 Special Assessment-Intere 1,600.00 .00 1,600.00 200.00 .00 1,400.00 200.00 88 2,400.00 3617 Change in Fair Value of Investments .00 .00 .00 15.24 .00 211.97 (211.97) (2.01) 3681 Special Assessment Princi 200.00 .00 200.00 .00 .00 .00 200.00 0 .00 Miscellaneous Revenue Totals $2,300.00 $0.00 $2,300.00 $362.03 $0.00 $2,600.91 ($300.91) 113% $3,329.71 REVENUE TOTALS $42,260.00 $0.00 $42,260.00 $362.03 $0.00 $2,600.91 $39,659.09 6% $3,329.71 Department 000 - Revenue Totals $42,260.00 $0.00 $42,260.00 $362.03 $0.00 $2,600.91 $39,659.09 6% $3,329.71 Fund 360 - Special Assessment Fund Totals $42,260.00 $0.00 $42,260.00 $362.03 $0.00 $2,600.91 $39,659.09 $3,329.71 Fund 363 - Street & Storm Cap Const Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 140,680.00 .00 140,680.00 .00 .00 .00 140,680.00 0 .00 Fund Balance Totals $140,680.00 $0.00 $140,680.00 $0.00 $0.00 $0.00 $140,680.00 0% $0.00 Intergovernmental 3333 3333.001 DoT Fund Exchange .00 .00 .00 333,586.00 .00 667,833.00 (667,833.00) .00 3333 - Totals $0.00 $0.00 $0.00 $333,586.00 $0.00 $667,833.00 ($667,833.00) $0.00 3341 State Grants 500,000.00 .00 500,000.00 .00 .00 .00 500,000.00 0 .00 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 13 of 23 109 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 363 - Street & Storm Cap Const Fund Department 000 - Revenue REVENUE Intergovernmental Totals $500,000.00 $0.00 $500,000.00 $333,586.00 $0.00 $667,833.00 ($167,833.00) 134% $0.00 Miscellaneous Revenue 3611 Interest from Investments 2,000.00 .00 2,000.00 5,007.85 .00 24,808.15 (22,808.15) 1240 5,114.44 3617 Change in Fair Value of Investments .00 .00 .00 424.01 .00 2,452.68 (2,452.68) 772.50 3678 Developer Contributions .00 .00 .00 .00 .00 437,904.66 (437,904.66) 214,833.24 Miscellaneous Revenue Totals $2,000.00 $0.00 $2,000.00 $5,431.86 $0.00 $465,165.49 ($463,165.49) 23258% $220,720.18 Transfers In 3971 3971.140 Transfer From Street .00 .00 .00 .00 .00 .00 .00 1,960,940.48 3971.376 Transfer From Street SDC 170,000.00 .00 170,000.00 29,752.13 .00 153,970.04 16,029.96 91 1,000,000.00 3971.377 Transfer From Storm SDC 67,320.00 .00 67,320.00 9,917.38 .00 40,971.85 26,348.15 61 114,126.00 3971 - Totals $237,320.00 $0.00 $237,320.00 $39,669.51 $0.00 $194,941.89 $42,378.11 82% $3,075,066.48 Transfers In Totals $237,320.00 $0.00 $237,320.00 $39,669.51 $0.00 $194,941.89 $42,378.11 82% $3,075,066.48 REVENUE TOTALS $880,000.00 $0.00 $880,000.00 $378,687.37 $0.00 $1,327,940.38 ($447,940.38) 151% $3,295,786.66 Department 000 - Revenue Totals $880,000.00 $0.00 $880,000.00 $378,687.37 $0.00 $1,327,940.38 ($447,940.38) 151% $3,295,786.66 Fund 363 - Street & Storm Cap Const Fund Totals $880,000.00 $0.00 $880,000.00 $378,687.37 $0.00 $1,327,940.38 ($447,940.38) $3,295,786.66 Fund 364 - Parks SDC Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 4,459,380.00 .00 4,459,380.00 .00 .00 .00 4,459,380.00 0 .00 Fund Balance Totals $4,459,380.00 $0.00 $4,459,380.00 $0.00 $0.00 $0.00 $4,459,380.00 0% $0.00 Charges for Goods and Services 3458 3458.501 Park's SDC's 1,400,000.00 .00 1,400,000.00 92,560.00 .00 1,824,607.00 (424,607.00) 130 1,781,863.00 3458 - Totals $1,400,000.00 $0.00 $1,400,000.00 $92,560.00 $0.00 $1,824,607.00 ($424,607.00) 130% $1,781,863.00 Charges for Goods and Services Totals $1,400,000.00 $0.00 $1,400,000.00 $92,560.00 $0.00 $1,824,607.00 ($424,607.00) 130% $1,781,863.00 Miscellaneous Revenue 3611 Interest from Investments 35,000.00 .00 35,000.00 21,378.54 .00 134,357.67 (99,357.67) 384 102,174.51 3617 Change in Fair Value of Investments .00 .00 .00 2,196.86 .00 24,848.83 (24,848.83) (141.02) Miscellaneous Revenue Totals $35,000.00 $0.00 $35,000.00 $23,575.40 $0.00 $159,206.50 ($124,206.50) 455% $102,033.49 REVENUE TOTALS $5,894,380.00 $0.00 $5,894,380.00 $116,135.40 $0.00 $1,983,813.50 $3,910,566.50 34% $1,883,896.49 Department 000 - Revenue Totals $5,894,380.00 $0.00 $5,894,380.00 $116,135.40 $0.00 $1,983,813.50 $3,910,566.50 34% $1,883,896.49 Fund 364 - Parks SDC Fund Totals $5,894,380.00 $0.00 $5,894,380.00 $116,135.40 $0.00 $1,983,813.50 $3,910,566.50 $1,883,896.49 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 14 of 23 110 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 376 - Transportation SDC Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 12,938,430.00 .00 12,938,430.00 .00 .00 .00 12,938,430.00 0 .00 Fund Balance Totals $12,938,430.00 $0.00 $12,938,430.00 $0.00 $0.00 $0.00 $12,938,430.00 0% $0.00 Charges for Goods and Services 3458 3458.101 Transportation Impact Fees 2,000,000.00 .00 2,000,000.00 139,760.00 .00 1,235,694.65 764,305.35 62 1,988,328.61 3458 - Totals $2,000,000.00 $0.00 $2,000,000.00 $139,760.00 $0.00 $1,235,694.65 $764,305.35 62% $1,988,328.61 Charges for Goods and Services Totals $2,000,000.00 $0.00 $2,000,000.00 $139,760.00 $0.00 $1,235,694.65 $764,305.35 62% $1,988,328.61 Miscellaneous Revenue 3611 Interest from Investments 110,000.00 .00 110,000.00 50,875.49 .00 342,568.14 (232,568.14) 311 303,453.32 3617 Change in Fair Value of Investments .00 .00 .00 5,298.01 .00 71,021.70 (71,021.70) (1,513.80) Miscellaneous Revenue Totals $110,000.00 $0.00 $110,000.00 $56,173.50 $0.00 $413,589.84 ($303,589.84) 376% $301,939.52 REVENUE TOTALS $15,048,430.00 $0.00 $15,048,430.00 $195,933.50 $0.00 $1,649,284.49 $13,399,145.51 11% $2,290,268.13 Department 000 - Revenue Totals $15,048,430.00 $0.00 $15,048,430.00 $195,933.50 $0.00 $1,649,284.49 $13,399,145.51 11% $2,290,268.13 Fund 376 - Transportation SDC Fund Totals $15,048,430.00 $0.00 $15,048,430.00 $195,933.50 $0.00 $1,649,284.49 $13,399,145.51 $2,290,268.13 Fund 377 - Storm SDC Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 1,021,790.00 .00 1,021,790.00 .00 .00 .00 1,021,790.00 0 .00 Fund Balance Totals $1,021,790.00 $0.00 $1,021,790.00 $0.00 $0.00 $0.00 $1,021,790.00 0% $0.00 Charges for Goods and Services 3458 3458.201 Storm SDC's 60,000.00 .00 60,000.00 718.00 .00 53,062.60 6,937.40 88 105,664.27 3458 - Totals $60,000.00 $0.00 $60,000.00 $718.00 $0.00 $53,062.60 $6,937.40 88% $105,664.27 Charges for Goods and Services Totals $60,000.00 $0.00 $60,000.00 $718.00 $0.00 $53,062.60 $6,937.40 88% $105,664.27 Miscellaneous Revenue 3611 Interest from Investments 10,000.00 .00 10,000.00 3,687.64 .00 26,678.68 (16,678.68) 267 26,450.24 3617 Change in Fair Value of Investments .00 .00 .00 409.78 .00 5,912.98 (5,912.98) (48.78) Miscellaneous Revenue Totals $10,000.00 $0.00 $10,000.00 $4,097.42 $0.00 $32,591.66 ($22,591.66) 326% $26,401.46 REVENUE TOTALS $1,091,790.00 $0.00 $1,091,790.00 $4,815.42 $0.00 $85,654.26 $1,006,135.74 8% $132,065.73 Department 000 - Revenue Totals $1,091,790.00 $0.00 $1,091,790.00 $4,815.42 $0.00 $85,654.26 $1,006,135.74 8% $132,065.73 Fund 377 - Storm SDC Fund Totals $1,091,790.00 $0.00 $1,091,790.00 $4,815.42 $0.00 $85,654.26 $1,006,135.74 $132,065.73 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 15 of 23 111 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 465 - Sewer Cap Const Fund Department 000 - Revenue REVENUE Transfers In 3971 3971.472 Transfer From Sewer 2,035,000.00 .00 2,035,000.00 2,817.25 .00 89,108.93 1,945,891.07 4 1,238,165.78 3971.475 Transfer From Sewer SDC 100,000.00 .00 100,000.00 .00 .00 (1,437.00) 101,437.00 -1 2,035,035.01 3971 - Totals $2,135,000.00 $0.00 $2,135,000.00 $2,817.25 $0.00 $87,671.93 $2,047,328.07 4% $3,273,200.79 Transfers In Totals $2,135,000.00 $0.00 $2,135,000.00 $2,817.25 $0.00 $87,671.93 $2,047,328.07 4% $3,273,200.79 REVENUE TOTALS $2,135,000.00 $0.00 $2,135,000.00 $2,817.25 $0.00 $87,671.93 $2,047,328.07 4% $3,273,200.79 Department 000 - Revenue Totals $2,135,000.00 $0.00 $2,135,000.00 $2,817.25 $0.00 $87,671.93 $2,047,328.07 4% $3,273,200.79 Fund 465 - Sewer Cap Const Fund Totals $2,135,000.00 $0.00 $2,135,000.00 $2,817.25 $0.00 $87,671.93 $2,047,328.07 $3,273,200.79 Fund 466 - Water Cap Const Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 719,800.00 .00 719,800.00 .00 .00 .00 719,800.00 0 .00 Fund Balance Totals $719,800.00 $0.00 $719,800.00 $0.00 $0.00 $0.00 $719,800.00 0% $0.00 Miscellaneous Revenue 3611 Interest from Investments 8,000.00 .00 8,000.00 .00 .00 9,831.84 (1,831.84) 123 6,920.07 3617 Change in Fair Value of Investments .00 .00 .00 85.04 .00 1,287.19 (1,287.19) 445.39 3691 Sale of Surplus Property 800,000.00 .00 800,000.00 .00 .00 .00 800,000.00 0 .00 3699 Other Miscellaneous Income .00 .00 .00 .00 .00 .00 .00 1,458.00 Miscellaneous Revenue Totals $808,000.00 $0.00 $808,000.00 $85.04 $0.00 $11,119.03 $796,880.97 1% $8,823.46 Transfers In 3971 3971.470 Transfer From Water 354,000.00 .00 354,000.00 64,805.50 .00 64,805.50 289,194.50 18 1,364,931.77 3971.474 Transfer From Water SDC 125,000.00 550,000.00 675,000.00 650,000.00 .00 650,000.00 25,000.00 96 1,475,134.49 3971 - Totals $479,000.00 $550,000.00 $1,029,000.00 $714,805.50 $0.00 $714,805.50 $314,194.50 69% $2,840,066.26 Transfers In Totals $479,000.00 $550,000.00 $1,029,000.00 $714,805.50 $0.00 $714,805.50 $314,194.50 69% $2,840,066.26 REVENUE TOTALS $2,006,800.00 $550,000.00 $2,556,800.00 $714,890.54 $0.00 $725,924.53 $1,830,875.47 28% $2,848,889.72 Department 000 - Revenue Totals $2,006,800.00 $550,000.00 $2,556,800.00 $714,890.54 $0.00 $725,924.53 $1,830,875.47 28% $2,848,889.72 Fund 466 - Water Cap Const Fund Totals $2,006,800.00 $550,000.00 $2,556,800.00 $714,890.54 $0.00 $725,924.53 $1,830,875.47 $2,848,889.72 Fund 470 - Water Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 1,834,600.00 .00 1,834,600.00 .00 .00 .00 1,834,600.00 0 .00 Fund Balance Totals $1,834,600.00 $0.00 $1,834,600.00 $0.00 $0.00 $0.00 $1,834,600.00 0% $0.00 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 16 of 23 112 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 470 - Water Fund Department 000 - Revenue REVENUE Charges for Goods and Services 3434 3434.101 Water Sales Revenue 4,926,750.00 20,000.00 4,946,750.00 342,767.68 .00 3,248,278.48 1,698,471.52 66 4,871,497.10 3434.102 New Services 75,000.00 .00 75,000.00 6,507.52 .00 32,119.53 42,880.47 43 78,341.48 3434.103 Re-connection Fees 20,000.00 .00 20,000.00 1,825.00 .00 12,305.00 7,695.00 62 21,155.00 3434.104 Vacations 2,200.00 .00 2,200.00 210.00 .00 2,135.00 65.00 97 2,380.00 3434.106 NSF Check Fee 1,000.00 .00 1,000.00 75.00 .00 1,115.00 (115.00) 112 1,305.00 3434.108 Bulk Water Sales 2,000.00 .00 2,000.00 410.16 .00 32,303.11 (30,303.11) 1615 7,003.94 3434.111 Collections 500.00 .00 500.00 .00 .00 737.89 (237.89) 148 .00 3434.112 Late Fees 70,000.00 .00 70,000.00 7,090.00 .00 44,550.00 25,450.00 64 76,294.77 3434 - Totals $5,097,450.00 $20,000.00 $5,117,450.00 $358,885.36 $0.00 $3,373,544.01 $1,743,905.99 66% $5,057,977.29 Charges for Goods and Services Totals $5,097,450.00 $20,000.00 $5,117,450.00 $358,885.36 $0.00 $3,373,544.01 $1,743,905.99 66% $5,057,977.29 Miscellaneous Revenue 3611 Interest from Investments 50,000.00 .00 50,000.00 5,466.90 .00 36,883.80 13,116.20 74 66,334.74 3617 Change in Fair Value of Investments .00 .00 .00 464.92 .00 10,296.75 (10,296.75) (55.88) 3625 Facilities Rent 60,000.00 .00 60,000.00 14,773.05 .00 46,123.71 13,876.29 77 60,051.28 3691 Sale of Surplus Property 2,000.00 .00 2,000.00 .00 .00 .00 2,000.00 0 .00 3699 Other Miscellaneous Income 6,000.00 .00 6,000.00 .00 .00 1,251.33 4,748.67 21 7,038.95 Miscellaneous Revenue Totals $118,000.00 $0.00 $118,000.00 $20,704.87 $0.00 $94,555.59 $23,444.41 80% $133,369.09 REVENUE TOTALS $7,050,050.00 $20,000.00 $7,070,050.00 $379,590.23 $0.00 $3,468,099.60 $3,601,950.40 49% $5,191,346.38 Department 000 - Revenue Totals $7,050,050.00 $20,000.00 $7,070,050.00 $379,590.23 $0.00 $3,468,099.60 $3,601,950.40 49% $5,191,346.38 Fund 470 - Water Fund Totals $7,050,050.00 $20,000.00 $7,070,050.00 $379,590.23 $0.00 $3,468,099.60 $3,601,950.40 $5,191,346.38 Fund 472 - Sewer Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 15,161,480.00 500,000.00 15,661,480.00 .00 .00 .00 15,661,480.00 0 .00 Fund Balance Totals $15,161,480.00 $500,000.00 $15,661,480.00 $0.00 $0.00 $0.00 $15,661,480.00 0% $0.00 Charges for Goods and Services 3434 3434.112 Late Fees 77,000.00 .00 77,000.00 7,090.00 .00 44,550.00 32,450.00 58 76,294.76 3434 - Totals $77,000.00 $0.00 $77,000.00 $7,090.00 $0.00 $44,550.00 $32,450.00 58% $76,294.76 3435 3435.101 Sewer System Revenue 9,350,000.00 .00 9,350,000.00 804,537.69 .00 5,858,335.60 3,491,664.40 63 9,800,131.55 3435.103 Septage Dumping 100,000.00 .00 100,000.00 25,534.08 .00 90,452.54 9,547.46 90 130,288.72 3435.111 Collections 500.00 .00 500.00 .00 .00 737.93 (237.93) 148 .00 3435 - Totals $9,450,500.00 $0.00 $9,450,500.00 $830,071.77 $0.00 $5,949,526.07 $3,500,973.93 63% $9,930,420.27 Charges for Goods and Services Totals $9,527,500.00 $0.00 $9,527,500.00 $837,161.77 $0.00 $5,994,076.07 $3,533,423.93 63% $10,006,715.03 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 17 of 23 113 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 472 - Sewer Fund Department 000 - Revenue REVENUE Fines and Forfeits 3535 Sewer Discharge Fines .00 .00 .00 .00 .00 100.00 (100.00) .00 Fines and Forfeits Totals $0.00 $0.00 $0.00 $0.00 $0.00 $100.00 ($100.00) $0.00 Miscellaneous Revenue 3611 Interest from Investments 190,000.00 .00 190,000.00 68,320.22 .00 435,905.21 (245,905.21) 229 353,296.00 3617 Change in Fair Value of Investments .00 .00 .00 6,813.37 .00 88,277.06 (88,277.06) (6,428.61) 3699 3699 Other Miscellaneous Income 1,500.00 .00 1,500.00 .00 .00 .00 1,500.00 0 75.00 3699.472 PGE Energy Partner Program (WWTP) 4,000.00 .00 4,000.00 .00 .00 3,279.82 720.18 82 5,646.83 3699 - Totals $5,500.00 $0.00 $5,500.00 $0.00 $0.00 $3,279.82 $2,220.18 60% $5,721.83 Miscellaneous Revenue Totals $195,500.00 $0.00 $195,500.00 $75,133.59 $0.00 $527,462.09 ($331,962.09) 270% $352,589.22 REVENUE TOTALS $24,884,480.00 $500,000.00 $25,384,480.00 $912,295.36 $0.00 $6,521,638.16 $18,862,841.84 26% $10,359,304.25 Department 000 - Revenue Totals $24,884,480.00 $500,000.00 $25,384,480.00 $912,295.36 $0.00 $6,521,638.16 $18,862,841.84 26% $10,359,304.25 Fund 472 - Sewer Fund Totals $24,884,480.00 $500,000.00 $25,384,480.00 $912,295.36 $0.00 $6,521,638.16 $18,862,841.84 $10,359,304.25 Fund 474 - Water SDC Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 2,967,400.00 550,000.00 3,517,400.00 .00 .00 .00 3,517,400.00 0 .00 Fund Balance Totals $2,967,400.00 $550,000.00 $3,517,400.00 $0.00 $0.00 $0.00 $3,517,400.00 0% $0.00 Charges for Goods and Services 3458 3458.301 Water SDC's 1,000,000.00 .00 1,000,000.00 78,880.00 .00 482,519.60 517,480.40 48 756,403.95 3458 - Totals $1,000,000.00 $0.00 $1,000,000.00 $78,880.00 $0.00 $482,519.60 $517,480.40 48% $756,403.95 Charges for Goods and Services Totals $1,000,000.00 $0.00 $1,000,000.00 $78,880.00 $0.00 $482,519.60 $517,480.40 48% $756,403.95 Miscellaneous Revenue 3611 Interest from Investments 50,000.00 .00 50,000.00 15,070.94 .00 98,971.97 (48,971.97) 198 107,801.77 3617 Change in Fair Value of Investments .00 .00 .00 1,539.97 .00 22,346.09 (22,346.09) 401.85 Miscellaneous Revenue Totals $50,000.00 $0.00 $50,000.00 $16,610.91 $0.00 $121,318.06 ($71,318.06) 243% $108,203.62 REVENUE TOTALS $4,017,400.00 $550,000.00 $4,567,400.00 $95,490.91 $0.00 $603,837.66 $3,963,562.34 13% $864,607.57 Department 000 - Revenue Totals $4,017,400.00 $550,000.00 $4,567,400.00 $95,490.91 $0.00 $603,837.66 $3,963,562.34 13% $864,607.57 Fund 474 - Water SDC Fund Totals $4,017,400.00 $550,000.00 $4,567,400.00 $95,490.91 $0.00 $603,837.66 $3,963,562.34 $864,607.57 Fund 475 - Sewer SDC Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 558,280.00 .00 558,280.00 .00 .00 .00 558,280.00 0 .00 Fund Balance Totals $558,280.00 $0.00 $558,280.00 $0.00 $0.00 $0.00 $558,280.00 0% $0.00 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 18 of 23 114 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 475 - Sewer SDC Fund Department 000 - Revenue REVENUE Charges for Goods and Services 3458 3458.401 Sewer SDC's 1,300,000.00 .00 1,300,000.00 59,540.00 .00 1,235,951.40 64,048.60 95 1,329,366.24 3458 - Totals $1,300,000.00 $0.00 $1,300,000.00 $59,540.00 $0.00 $1,235,951.40 $64,048.60 95% $1,329,366.24 Charges for Goods and Services Totals $1,300,000.00 $0.00 $1,300,000.00 $59,540.00 $0.00 $1,235,951.40 $64,048.60 95% $1,329,366.24 Miscellaneous Revenue 3611 Interest from Investments 50,000.00 .00 50,000.00 13,728.49 .00 87,894.91 (37,894.91) 176 80,592.39 3617 Change in Fair Value of Investments .00 .00 .00 1,419.87 .00 16,967.04 (16,967.04) 1,823.87 Miscellaneous Revenue Totals $50,000.00 $0.00 $50,000.00 $15,148.36 $0.00 $104,861.95 ($54,861.95) 210% $82,416.26 REVENUE TOTALS $1,908,280.00 $0.00 $1,908,280.00 $74,688.36 $0.00 $1,340,813.35 $567,466.65 70% $1,411,782.50 Department 000 - Revenue Totals $1,908,280.00 $0.00 $1,908,280.00 $74,688.36 $0.00 $1,340,813.35 $567,466.65 70% $1,411,782.50 Fund 475 - Sewer SDC Fund Totals $1,908,280.00 $0.00 $1,908,280.00 $74,688.36 $0.00 $1,340,813.35 $567,466.65 $1,411,782.50 Fund 568 - Information Technology Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 464,000.00 .00 464,000.00 .00 .00 .00 464,000.00 0 .00 Fund Balance Totals $464,000.00 $0.00 $464,000.00 $0.00 $0.00 $0.00 $464,000.00 0% $0.00 Charges for Goods and Services 3421 3421.002 Reimbursements Hubbard .00 .00 .00 .00 .00 .00 .00 1,572.50 3421.003 Reimbursements Mt Angel 4,000.00 .00 4,000.00 2,613.75 .00 3,208.75 791.25 80 4,018.75 3421.004 Reimbursements Silverton 28,000.00 .00 28,000.00 5,546.25 .00 10,455.00 17,545.00 37 30,438.00 3421.005 Reimbursements Aurora FD 1,000.00 .00 1,000.00 467.50 .00 510.00 490.00 51 1,168.75 3421.006 Reimbursements Monitor FD 500.00 .00 500.00 .00 .00 .00 500.00 0 63.75 3421.007 Reimbursements Mt Angel FD 2,000.00 .00 2,000.00 382.50 .00 2,210.00 (210.00) 110 (1,673.75) 3421.008 Reimbursement METCOM (Norcom) 60,000.00 .00 60,000.00 15,300.42 .00 30,654.88 29,345.12 51 68,729.18 3421.009 Reimbursement Gervais 2,000.00 .00 2,000.00 1,487.50 .00 4,228.75 (2,228.75) 211 3,688.75 3421.010 Reimbursement Woodburn Fire Dist .00 .00 .00 1,275.00 .00 1,423.75 (1,423.75) 1,931.25 3421.018 Reimbursements Monitor Fire District .00 .00 .00 42.50 .00 42.50 (42.50) 21.25 3421.019 Reimbursements Hubbard Fire Department .00 .00 .00 21.25 .00 191.25 (191.25) .00 3421.020 Reimbursements Silver Falls Library .00 .00 .00 .00 .00 21.25 (21.25) 191.25 3421 - Totals $97,500.00 $0.00 $97,500.00 $27,136.67 $0.00 $52,946.13 $44,553.87 54% $110,149.68 3422 3422.002 Rec Mgmt (RMS) Hubbard 14,320.00 .00 14,320.00 3,580.00 .00 7,160.00 7,160.00 50 13,300.00 3422.003 Rec Mgmt (RMS) Mt Angel 14,650.00 .00 14,650.00 3,662.50 .00 7,325.00 7,325.00 50 13,700.00 3422.004 Rec Mgmt (RMS) Silverton 42,510.00 .00 42,510.00 10,627.50 .00 21,255.00 21,255.00 50 40,000.00 3422.007 Rec Mgmt (RMS) Mt Angel FD 1,220.00 .00 1,220.00 305.00 .00 610.00 610.00 50 1,100.00 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 19 of 23 115 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 568 - Information Technology Fund Department 000 - Revenue REVENUE Charges for Goods and Services 3422 3422.011 Rec Mgmt (RMS) Stayton PD 14,190.00 .00 14,190.00 3,547.50 .00 7,095.00 7,095.00 50 13,100.00 3422.012 Rec Mgmt (RMS) Turner PD 3,780.00 .00 3,780.00 945.00 .00 1,890.00 1,890.00 50 3,500.00 3422.017 Rec Mgmt (RMS) Aumsville PD 4,060.00 .00 4,060.00 1,015.00 .00 2,030.00 2,030.00 50 3,800.00 3422 - Totals $94,730.00 $0.00 $94,730.00 $23,682.50 $0.00 $47,365.00 $47,365.00 50% $88,500.00 Charges for Goods and Services Totals $192,230.00 $0.00 $192,230.00 $50,819.17 $0.00 $100,311.13 $91,918.87 52% $198,649.68 Miscellaneous Revenue 3611 Interest from Investments 5,000.00 .00 5,000.00 725.65 .00 4,098.49 901.51 82 6,877.00 3617 Change in Fair Value of Investments .00 .00 .00 62.74 .00 1,558.56 (1,558.56) (32.64) 3652 3652.001 IT Revenue - General Fund 1,025,220.00 .00 1,025,220.00 85,435.00 .00 598,045.00 427,175.00 58 893,949.96 3652.110 IT Revenue - Transit 32,850.00 .00 32,850.00 2,737.50 .00 19,162.50 13,687.50 58 26,040.00 3652.123 IT Revenue - Building Inspection 42,300.00 .00 42,300.00 3,525.00 .00 24,675.00 17,625.00 58 31,500.00 3652.140 IT Revenue - Street 45,110.00 .00 45,110.00 3,759.16 .00 26,314.12 18,795.88 58 28,140.00 3652.470 IT Revenue - Water 64,910.00 .00 64,910.00 5,409.16 .00 37,864.12 27,045.88 58 59,220.00 3652.472 IT Revenue - Sewer 125,520.00 .00 125,520.00 10,460.00 .00 73,220.00 52,300.00 58 113,400.00 3652.720 IT Revenue - Urban Renewal 9,450.00 .00 9,450.00 787.50 .00 5,512.50 3,937.50 58 8,820.00 3652 - Totals $1,345,360.00 $0.00 $1,345,360.00 $112,113.32 $0.00 $784,793.24 $560,566.76 58% $1,161,069.96 3699 Other Miscellaneous Income 200.00 .00 200.00 .00 .00 2,769.37 (2,569.37) 1385 106.00 Miscellaneous Revenue Totals $1,350,560.00 $0.00 $1,350,560.00 $112,901.71 $0.00 $793,219.66 $557,340.34 59% $1,168,020.32 REVENUE TOTALS $2,006,790.00 $0.00 $2,006,790.00 $163,720.88 $0.00 $893,530.79 $1,113,259.21 45% $1,366,670.00 Department 000 - Revenue Totals $2,006,790.00 $0.00 $2,006,790.00 $163,720.88 $0.00 $893,530.79 $1,113,259.21 45% $1,366,670.00 Fund 568 - Information Technology Fund Totals $2,006,790.00 $0.00 $2,006,790.00 $163,720.88 $0.00 $893,530.79 $1,113,259.21 $1,366,670.00 Fund 581 - Insurance Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 753,400.00 50,000.00 803,400.00 .00 .00 .00 803,400.00 0 .00 Fund Balance Totals $753,400.00 $50,000.00 $803,400.00 $0.00 $0.00 $0.00 $803,400.00 0% $0.00 Miscellaneous Revenue 3611 Interest from Investments 5,000.00 .00 5,000.00 1,144.16 .00 5,595.22 (595.22) 112 13,625.87 3617 Change in Fair Value of Investments .00 .00 .00 82.89 .00 3,173.39 (3,173.39) (159.82) 3658 3658.101 General Liability 521,050.00 .00 521,050.00 43,420.83 .00 303,945.81 217,104.19 58 523,090.08 3658.104 Workers Comp 230,000.00 .00 230,000.00 19,166.67 .00 134,166.69 95,833.31 58 249,999.96 3658 - Totals $751,050.00 $0.00 $751,050.00 $62,587.50 $0.00 $438,112.50 $312,937.50 58% $773,090.04 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 20 of 23 116 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 581 - Insurance Fund Department 000 - Revenue REVENUE Miscellaneous Revenue 3699 Other Miscellaneous Income 1,000.00 .00 1,000.00 .00 .00 25.00 975.00 2 2,559.54 Miscellaneous Revenue Totals $757,050.00 $0.00 $757,050.00 $63,814.55 $0.00 $446,906.11 $310,143.89 59% $789,115.63 REVENUE TOTALS $1,510,450.00 $50,000.00 $1,560,450.00 $63,814.55 $0.00 $446,906.11 $1,113,543.89 29% $789,115.63 Department 000 - Revenue Totals $1,510,450.00 $50,000.00 $1,560,450.00 $63,814.55 $0.00 $446,906.11 $1,113,543.89 29% $789,115.63 Fund 581 - Insurance Fund Totals $1,510,450.00 $50,000.00 $1,560,450.00 $63,814.55 $0.00 $446,906.11 $1,113,543.89 $789,115.63 Fund 591 - Equipment Replacement Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 1,086,640.00 .00 1,086,640.00 .00 .00 .00 1,086,640.00 0 .00 Fund Balance Totals $1,086,640.00 $0.00 $1,086,640.00 $0.00 $0.00 $0.00 $1,086,640.00 0% $0.00 Miscellaneous Revenue 3611 Interest from Investments 8,000.00 .00 8,000.00 3,738.19 .00 24,481.86 (16,481.86) 306 23,590.60 3617 Change in Fair Value of Investments .00 .00 .00 380.22 .00 5,203.56 (5,203.56) 153.03 Miscellaneous Revenue Totals $8,000.00 $0.00 $8,000.00 $4,118.41 $0.00 $29,685.42 ($21,685.42) 371% $23,743.63 Transfers In 3971 3971.140 Transfer From Street 60,000.00 .00 60,000.00 5,000.00 .00 35,000.00 25,000.00 58 60,000.00 3971.470 Transfer From Water 60,000.00 .00 60,000.00 5,000.00 .00 35,000.00 25,000.00 58 60,000.00 3971.472 Transfer From Sewer 60,000.00 .00 60,000.00 5,000.00 .00 35,000.00 25,000.00 58 60,000.00 3971 - Totals $180,000.00 $0.00 $180,000.00 $15,000.00 $0.00 $105,000.00 $75,000.00 58% $180,000.00 Transfers In Totals $180,000.00 $0.00 $180,000.00 $15,000.00 $0.00 $105,000.00 $75,000.00 58% $180,000.00 REVENUE TOTALS $1,274,640.00 $0.00 $1,274,640.00 $19,118.41 $0.00 $134,685.42 $1,139,954.58 11% $203,743.63 Department 000 - Revenue Totals $1,274,640.00 $0.00 $1,274,640.00 $19,118.41 $0.00 $134,685.42 $1,139,954.58 11% $203,743.63 Fund 591 - Equipment Replacement Fund Totals $1,274,640.00 $0.00 $1,274,640.00 $19,118.41 $0.00 $134,685.42 $1,139,954.58 $203,743.63 Fund 693 - Reserve for PERS Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 391,120.00 .00 391,120.00 .00 .00 .00 391,120.00 0 .00 Fund Balance Totals $391,120.00 $0.00 $391,120.00 $0.00 $0.00 $0.00 $391,120.00 0% $0.00 Transfers In 3971 3971.001 Transfer From General Fund .00 .00 .00 .00 .00 .00 .00 123,740.04 3971.110 Transfer From Transit .00 .00 .00 .00 .00 .00 .00 8,799.96 3971.123 Transfer From Building .00 .00 .00 .00 .00 .00 .00 8,840.04 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 21 of 23 117 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 693 - Reserve for PERS Department 000 - Revenue REVENUE Transfers In 3971 3971.140 Transfer From Street .00 .00 .00 .00 .00 .00 .00 11,820.00 3971.470 Transfer From Water .00 .00 .00 .00 .00 .00 .00 19,230.00 3971.472 Transfer From Sewer .00 .00 .00 .00 .00 .00 .00 26,180.04 3971.568 Transfer from Information Technology .00 .00 .00 .00 .00 .00 .00 5,700.00 3971.581 Transfer From Insurance .00 .00 .00 .00 .00 .00 .00 830.04 3971.720 Transfer from Urban Renewal .00 .00 .00 .00 .00 .00 .00 2,859.96 3971 - Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $208,000.08 Transfers In Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $208,000.08 REVENUE TOTALS $391,120.00 $0.00 $391,120.00 $0.00 $0.00 $0.00 $391,120.00 0% $208,000.08 Department 000 - Revenue Totals $391,120.00 $0.00 $391,120.00 $0.00 $0.00 $0.00 $391,120.00 0% $208,000.08 Fund 693 - Reserve for PERS Totals $391,120.00 $0.00 $391,120.00 $0.00 $0.00 $0.00 $391,120.00 $208,000.08 Fund 695 - Lavelle Black Trust Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 32,690.00 .00 32,690.00 .00 .00 .00 32,690.00 0 .00 Fund Balance Totals $32,690.00 $0.00 $32,690.00 $0.00 $0.00 $0.00 $32,690.00 0% $0.00 Miscellaneous Revenue 3611 Interest from Investments 500.00 .00 500.00 125.49 .00 852.54 (352.54) 171 798.86 3617 Change in Fair Value of Investments .00 .00 .00 13.25 .00 180.00 (180.00) .52 3673 Donations-Police .00 .00 .00 .00 .00 2,167.00 (2,167.00) .00 Miscellaneous Revenue Totals $500.00 $0.00 $500.00 $138.74 $0.00 $3,199.54 ($2,699.54) 640% $799.38 REVENUE TOTALS $33,190.00 $0.00 $33,190.00 $138.74 $0.00 $3,199.54 $29,990.46 10% $799.38 Department 000 - Revenue Totals $33,190.00 $0.00 $33,190.00 $138.74 $0.00 $3,199.54 $29,990.46 10% $799.38 Fund 695 - Lavelle Black Trust Fund Totals $33,190.00 $0.00 $33,190.00 $138.74 $0.00 $3,199.54 $29,990.46 $799.38 Fund 720 - Urban Renewal Fund Department 000 - Revenue REVENUE Fund Balance 3081 Beginning Fund Balance 1,187,230.00 .00 1,187,230.00 .00 .00 .00 1,187,230.00 0 .00 Fund Balance Totals $1,187,230.00 $0.00 $1,187,230.00 $0.00 $0.00 $0.00 $1,187,230.00 0% $0.00 Taxes 3111 Property Tax - Current 1,088,000.00 .00 1,088,000.00 23,625.45 .00 1,047,276.67 40,723.33 96 912,532.50 3112 Property Tax - Delinquent 16,000.00 .00 16,000.00 693.53 .00 12,495.15 3,504.85 78 15,485.59 Taxes Totals $1,104,000.00 $0.00 $1,104,000.00 $24,318.98 $0.00 $1,059,771.82 $44,228.18 96% $928,018.09 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 22 of 23 118 ---PAGE BREAK--- Revenue Budget Performance Report Fiscal Year to Date 01/31/24 Include Rollup Account and Rollup to Account Adopted Budget Amended Current Month YTD YTD Budget - YTD % Used/ Account Account Description Budget Amendments Budget Transactions Encumbrances Transactions Transactions Rec'd Prior Year Total Fund 720 - Urban Renewal Fund Department 000 - Revenue REVENUE Intergovernmental 3341 State Grants .00 .00 .00 .00 .00 .00 .00 103,720.20 Intergovernmental Totals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $103,720.20 Miscellaneous Revenue 3611 Interest from Investments 20,000.00 .00 20,000.00 5,615.72 .00 28,311.76 (8,311.76) 142 38,783.14 3617 Change in Fair Value of Investments .00 .00 .00 412.79 .00 7,013.58 (7,013.58) 681.59 Miscellaneous Revenue Totals $20,000.00 $0.00 $20,000.00 $6,028.51 $0.00 $35,325.34 ($15,325.34) 177% $39,464.73 REVENUE TOTALS $2,311,230.00 $0.00 $2,311,230.00 $30,347.49 $0.00 $1,095,097.16 $1,216,132.84 47% $1,071,203.02 Department 000 - Revenue Totals $2,311,230.00 $0.00 $2,311,230.00 $30,347.49 $0.00 $1,095,097.16 $1,216,132.84 47% $1,071,203.02 Fund 720 - Urban Renewal Fund Totals $2,311,230.00 $0.00 $2,311,230.00 $30,347.49 $0.00 $1,095,097.16 $1,216,132.84 $1,071,203.02 Grand Totals $130,286,350.00 $2,680,000.00 $132,966,350.00 $4,670,132.00 $0.00 $41,157,298.34 $91,809,051.66 $69,473,348.53 Run by Karen AIC on 02/13/2024 09:56:07 AM Page 23 of 23 119 ---PAGE BREAK--- Accounts Payable Report 120 ---PAGE BREAK--- Payment Register City of Woodburn From Payment Date: 1/1/2024 - To Payment Date: 1/31/2024 Number Date Status Void Reason Reconciled/ Voided Date Source Payee Name Transaction Amount Reconciled Amount Difference AP-A/P - Accounts Payable Check 152002 01/02/2024 Reconciled 01/08/2024 Utility Management Refund ESTATE OF JANICE DAVIDSON $60.06 $60.06 $0.00 152003 01/02/2024 Reconciled 01/08/2024 Utility Management Refund LENNAR NW LLC $53.50 $53.50 $0.00 152004 01/02/2024 Reconciled 01/08/2024 Utility Management Refund LENNAR NW LLC $37.38 $37.38 $0.00 152005 01/02/2024 Reconciled 01/08/2024 Utility Management Refund LENNAR NW LLC $48.92 $48.92 $0.00 152006 01/02/2024 Reconciled 01/08/2024 Utility Management Refund LENNAR NW LLC $54.05 $54.05 $0.00 152007 01/02/2024 Reconciled 01/08/2024 Utility Management Refund LENNAR NW LLC $49.31 $49.31 $0.00 152008 01/02/2024 Reconciled 01/08/2024 Utility Management Refund LENNAR NW LLC $13.42 $13.42 $0.00 152009 01/02/2024 Reconciled 01/16/2024 Utility Management Refund REFRESH REAL ESTATE LLC $20.28 $20.28 $0.00 152010 01/02/2024 Reconciled 01/26/2024 Utility Management Refund REHDER, DENNIS & ELIZABETH $75.00 $75.00 $0.00 152011 01/02/2024 Reconciled 01/24/2024 Utility Management Refund SYLVESTER, ANDREW & SALLY $35.45 $35.45 $0.00 152012 01/02/2024 Reconciled 01/23/2024 Utility Management Refund TONA, DARARTU $40.00 $40.00 $0.00 152013 01/02/2024 Reconciled 01/24/2024 Utility Management Refund VACHTER, PATRICIA $56.39 $56.39 $0.00 152014 01/11/2024 Reconciled 01/17/2024 Accounts Payable 911 SUPPLY $2,011.37 $2,011.37 $0.00 152015 01/11/2024 Reconciled 01/26/2024 Accounts Payable ACTIVE MEDIA INC $4,270.70 $4,270.70 $0.00 152016 01/11/2024 Reconciled 01/18/2024 Accounts Payable ADDIELOISE INC. dba CITY WIDE FACILITY SOLUTIONS $1,453.00 $1,453.00 $0.00 152017 01/11/2024 Reconciled 01/25/2024 Accounts Payable ADT SECURITY SERVICES $37.99 $37.99 $0.00 152018 01/11/2024 Reconciled 01/17/2024 Accounts Payable AIRGAS USA LLC $1,359.55 $1,359.55 $0.00 152019 01/11/2024 Open Accounts Payable ALEJANDRO BARRAGAN dba PROPULSION WORKS LLC $1,593.00 152020 01/11/2024 Reconciled 01/16/2024 Accounts Payable AMAZON CAPITAL SERVICES, INC $232.54 $232.54 $0.00 152021 01/11/2024 Reconciled 01/18/2024 Accounts Payable ANDERSON POOLWORKS INC $1,744.60 $1,744.60 $0.00 152022 01/11/2024 Reconciled 01/19/2024 Accounts Payable APEX LABORATORIES LLC $285.00 $285.00 $0.00 152023 01/11/2024 Reconciled 01/17/2024 Accounts Payable BAVCO $1,441.00 $1,441.00 $0.00 152024 01/11/2024 Reconciled 01/16/2024 Accounts Payable BAXTER AUTO PARTS INC. $2,130.49 $2,130.49 $0.00 152025 01/11/2024 Reconciled 01/16/2024 Accounts Payable BECKWITH & KUFFEL, INC. $1,480.00 $1,480.00 $0.00 152026 01/11/2024 Reconciled 01/17/2024 Accounts Payable CAPITOL CITY DOOR $203.50 $203.50 $0.00 152027 01/11/2024 Reconciled 01/16/2024 Accounts Payable CASCADE COLUMBIA DIST CO $1,728.67 $1,728.67 $0.00 152028 01/11/2024 Reconciled 01/26/2024 Accounts Payable CFM STRATEGIC COMMUNICATIONS, INC dba CFM ADVOCATE $5,000.00 $5,000.00 $0.00 152029 01/11/2024 Reconciled 01/22/2024 Accounts Payable CINTAS CORPORATION - 463 $2,666.71 $2,666.71 $0.00 152030 01/11/2024 Reconciled 01/18/2024 Accounts Payable CONSERVATION TECHNIX INC $31,228.08 $31,228.08 $0.00 152031 01/11/2024 Reconciled 01/18/2024 Accounts Payable CONSOR NORTH AMERICA, INC. $55,621.49 $55,621.49 $0.00 152032 01/11/2024 Reconciled 01/18/2024 Accounts Payable CORE & MAIN LP $5,865.60 $5,865.60 $0.00 152033 01/11/2024 Reconciled 01/16/2024 Accounts Payable DATAVISION COMMUNICATIONS $1,444.86 $1,444.86 $0.00 152034 01/11/2024 Reconciled 01/16/2024 Accounts Payable DAVISON AUTO PARTS, INC. $874.83 $874.83 $0.00 Tuesday, February 13, 2024 Pages: 1 of 7 user: Karen AIC 121 ---PAGE BREAK--- Payment Register City of Woodburn From Payment Date: 1/1/2024 - To Payment Date: 1/31/2024 Number Date Status Void Reason Reconciled/ Voided Date Source Payee Name Transaction Amount Reconciled Amount Difference 152035 01/11/2024 Reconciled 01/22/2024 Accounts Payable DECA ARCHITECTURE INC $300.00 $300.00 $0.00 152036 01/11/2024 Reconciled 01/24/2024 Accounts Payable DELTA SYSTEMS INTEGRATION INC $300.00 $300.00 $0.00 152037 01/11/2024 Reconciled 01/26/2024 Accounts Payable DOWNTOWN DECORATIONS, INC $9,683.40 $9,683.40 $0.00 152038 01/11/2024 Reconciled 01/24/2024 Accounts Payable DUKE'S ROOT CONTROL INC $16,708.85 $16,708.85 $0.00 152039 01/11/2024 Reconciled 01/22/2024 Accounts Payable EASYVISTA, INC $6,100.00 $6,100.00 $0.00 152040 01/11/2024 Reconciled 01/22/2024 Accounts Payable ELAINE HOWARD dba ELAINE HOWARD CONSULTING LLC $630.00 $630.00 $0.00 152041 01/11/2024 Reconciled 01/17/2024 Accounts Payable ENGELMAN ELECTRIC INC $1,177.09 $1,177.09 $0.00 152042 01/11/2024 Reconciled 01/26/2024 Accounts Payable EVIDENT INC $370.10 $370.10 $0.00 152043 01/11/2024 Reconciled 01/22/2024 Accounts Payable FEDERAL EXPRESS CORP $35.12 $35.12 $0.00 152044 01/11/2024 Reconciled 01/18/2024 Accounts Payable GALE/CENGAGE LEARNING $41.23 $41.23 $0.00 152045 01/11/2024 Reconciled 01/18/2024 Accounts Payable GARTEN SERVICES INC $30.00 $30.00 $0.00 152046 01/11/2024 Reconciled 01/24/2024 Accounts Payable GLOCK INC $400.00 $400.00 $0.00 152047 01/11/2024 Reconciled 01/18/2024 Accounts Payable GOVERNMENT FINANCE OFFICERS ASSN $530.00 $530.00 $0.00 152048 01/11/2024 Reconciled 01/22/2024 Accounts Payable GRANITE TELECOMMUNICATIONS, LLC $2,352.33 $2,352.33 $0.00 152049 01/11/2024 Reconciled 01/18/2024 Accounts Payable GRIFFIN, IAN $475.00 $475.00 $0.00 152050 01/11/2024 Reconciled 01/19/2024 Accounts Payable GROVE, MUELLER & SWANK P.C. $23,750.00 $23,750.00 $0.00 152051 01/11/2024 Reconciled 01/17/2024 Accounts Payable HD SUPPLY, INC dba USABLUEBOOK $2,904.17 $2,904.17 $0.00 152052 01/11/2024 Reconciled 01/17/2024 Accounts Payable HILLTOP REFRIGERATION INC $2,688.54 $2,688.54 $0.00 152053 01/11/2024 Reconciled 01/17/2024 Accounts Payable HILLYER'S MID CITY FORD $462.41 $462.41 $0.00 152054 01/11/2024 Reconciled 01/22/2024 Accounts Payable HOFFMAN PRESSURE WASHING $365.00 $365.00 $0.00 152055 01/11/2024 Reconciled 01/19/2024 Accounts Payable IDEXX DISTRIBUTION CORP $5,180.58 $5,180.58 $0.00 152056 01/11/2024 Reconciled 01/16/2024 Accounts Payable INDUSTRIAL BOLT & SUPPLY INC $28.13 $28.13 $0.00 152057 01/11/2024 Reconciled 01/18/2024 Accounts Payable INGRAM LIBRARY SERVICES $758.59 $758.59 $0.00 152058 01/11/2024 Reconciled 01/16/2024 Accounts Payable JUBITZ CORPORATION $3,467.36 $3,467.36 $0.00 152059 01/11/2024 Reconciled 01/18/2024 Accounts Payable K&E EXCAVATING INC $270,107.67 $270,107.67 $0.00 152060 01/11/2024 Reconciled 01/23/2024 Accounts Payable KIWANIS CLUB OF WOODBURN $452.00 $452.00 $0.00 152061 01/11/2024 Reconciled 01/19/2024 Accounts Payable LANGUAGE TESTING INTERNATIONAL INC $146.00 $146.00 $0.00 152062 01/11/2024 Reconciled 01/18/2024 Accounts Payable LAZCANO, GUIOVANNI $158.51 $158.51 $0.00 152063 01/11/2024 Reconciled 01/22/2024 Accounts Payable LES SCHWAB TIRE CENTER $695.84 $695.84 $0.00 152064 01/11/2024 Reconciled 01/30/2024 Accounts Payable LOVE SANTA, INC $25,000.00 $25,000.00 $0.00 152065 01/11/2024 Reconciled 01/22/2024 Accounts Payable MARION COUNTY CLERK $182.00 $182.00 $0.00 152066 01/11/2024 Reconciled 01/22/2024 Accounts Payable MARION COUNTY FINANCE $3,923.40 $3,923.40 $0.00 152067 01/11/2024 Reconciled 01/19/2024 Accounts Payable MARION POLK FOOD SHARE INC $20,326.00 $20,326.00 $0.00 152068 01/11/2024 Reconciled 01/18/2024 Accounts Payable MCCROMETER INC. $569.95 $569.95 $0.00 152069 01/11/2024 Reconciled 01/23/2024 Accounts Payable METRO PRESORT $3,158.38 $3,158.38 $0.00 152070 01/11/2024 Reconciled 01/19/2024 Accounts Payable MIDWEST TAPE, LLC $22.49 $22.49 $0.00 152071 01/11/2024 Reconciled 01/23/2024 Accounts Payable MONITORING NW LLC $102.00 $102.00 $0.00 152072 01/11/2024 Reconciled 01/16/2024 Accounts Payable MULTI-CULTURAL BOOKS & VIDEOS $4,397.87 $4,397.87 $0.00 152073 01/11/2024 Reconciled 01/18/2024 Accounts Payable NATALYS CONSTRUCTION LLC $40,000.00 $40,000.00 $0.00 152074 01/11/2024 Reconciled 01/19/2024 Accounts Payable NET ASSETS CORPORATION $480.00 $480.00 $0.00 152075 01/11/2024 Reconciled 01/31/2024 Accounts Payable NORTHWEST CAPITAL MANAGEMENT INC $625.00 $625.00 $0.00 152076 01/11/2024 Reconciled 01/18/2024 Accounts Payable NORTHWEST NATURAL GAS $15,729.39 $15,729.39 $0.00 152077 01/11/2024 Reconciled 01/19/2024 Accounts Payable OFFICE DEPOT $451.58 $451.58 $0.00 Tuesday, February 13, 2024 Pages: 2 of 7 user: Karen AIC 122 ---PAGE BREAK--- Payment Register City of Woodburn From Payment Date: 1/1/2024 - To Payment Date: 1/31/2024 Number Date Status Void Reason Reconciled/ Voided Date Source Payee Name Transaction Amount Reconciled Amount Difference 152078 01/11/2024 Reconciled 01/16/2024 Accounts Payable OLDCASTLE INFRASTRUCTURE, INC $4,421.00 $4,421.00 $0.00 152079 01/11/2024 Reconciled 01/23/2024 Accounts Payable ONE CALL CONCEPTS INC $193.20 $193.20 $0.00 152080 01/11/2024 Reconciled 01/23/2024 Accounts Payable OR DEPT OF ENVIRONMENTAL QUALITY $30,859.00 $30,859.00 $0.00 152081 01/11/2024 Reconciled 01/22/2024 Accounts Payable OR DEPT OF REVENUE $12,360.00 $12,360.00 $0.00 152082 01/11/2024 Reconciled 01/22/2024 Accounts Payable OREGON DEPT OF CONSUMER & BUS SERV $28,043.44 $28,043.44 $0.00 152083 01/11/2024 Reconciled 01/19/2024 Accounts Payable OSCAR LUNDEEN INC $38.25 $38.25 $0.00 152084 01/11/2024 Reconciled 01/17/2024 Accounts Payable PERFORMANCE SYSTEMS INTEGRATION LLC $1,481.00 $1,481.00 $0.00 152085 01/11/2024 Reconciled 01/16/2024 Accounts Payable PETROCARD $2,403.54 $2,403.54 $0.00 152086 01/11/2024 Reconciled 01/22/2024 Accounts Payable PORTLAND GENERAL ELECTRIC $102,413.69 $102,413.69 $0.00 152087 01/11/2024 Reconciled 01/16/2024 Accounts Payable POWERS, BRIAN $56.66 $56.66 $0.00 152088 01/11/2024 Reconciled 01/19/2024 Accounts Payable QUADIENT FINANCE USA, INC. $600.00 $600.00 $0.00 152089 01/11/2024 Reconciled 01/22/2024 Accounts Payable RICHARD ALBECK DBA SUPPLY SOLUTIONS LLC, RICHARD, ALBECK DBA SUPPLY SO $3,364.57 $3,364.57 $0.00 152090 01/11/2024 Reconciled 01/19/2024 Accounts Payable RITZ SAFETY LLC $496.80 $496.80 $0.00 152091 01/11/2024 Reconciled 01/17/2024 Accounts Payable RMT EQUIPMENT $678.20 $678.20 $0.00 152092 01/11/2024 Reconciled 01/22/2024 Accounts Payable ROSE CITY PHILANTHROPY $20,000.00 $20,000.00 $0.00 152093 01/11/2024 Reconciled 01/26/2024 Accounts Payable ROTARY CLUB OF WOODBURN $485.00 $485.00 $0.00 152094 01/11/2024 Reconciled 02/01/2024 Accounts Payable S&F LAND SERVICES LLC $5,534.00 $5,534.00 $0.00 152095 01/11/2024 Reconciled 01/17/2024 Accounts Payable SHI INTERNATIONAL CORP $16,217.89 $16,217.89 $0.00 152096 01/11/2024 Reconciled 01/19/2024 Accounts Payable SIERRA SPRINGS $228.36 $228.36 $0.00 152097 01/11/2024 Reconciled 01/18/2024 Accounts Payable SOLUTIONS YES, LLC $1,558.19 $1,558.19 $0.00 152098 01/11/2024 Reconciled 01/23/2024 Accounts Payable SOUTHLAND INDUSTRIES $32,519.00 $32,519.00 $0.00 152099 01/11/2024 Reconciled 01/18/2024 Accounts Payable STEARNS, MATT $34.92 $34.92 $0.00 152100 01/11/2024 Reconciled 01/19/2024 Accounts Payable STEELE ELECTRIC LLC $923.10 $923.10 $0.00 152101 01/11/2024 Reconciled 01/19/2024 Accounts Payable STOUT, JACOB $30.08 $30.08 $0.00 152102 01/11/2024 Reconciled 01/16/2024 Accounts Payable TECHNOLOGY INTEGRATION GROUP $7,510.22 $7,510.22 $0.00 152103 01/11/2024 Reconciled 01/18/2024 Accounts Payable THE AUTOMATION GROUP INC $2,434.00 $2,434.00 $0.00 152104 01/11/2024 Reconciled 01/16/2024 Accounts Payable THE POOL & SPA HOUSE $423.45 $423.45 $0.00 152105 01/11/2024 Reconciled 01/17/2024 Accounts Payable THOMSON REUTERS-WEST PAYMENT CENTER $1,328.92 $1,328.92 $0.00 152106 01/11/2024 Reconciled 01/17/2024 Accounts Payable TIMECLOCK PLUS, LLC $464.00 $464.00 $0.00 152107 01/11/2024 Reconciled 01/16/2024 Accounts Payable TOVUTI, INC. $399.00 $399.00 $0.00 152108 01/11/2024 Reconciled 01/17/2024 Accounts Payable TRANSUNION RISK AND ALTERNATIVE DATA SOLUTIONS INC $325.00 $325.00 $0.00 152109 01/11/2024 Reconciled 01/16/2024 Accounts Payable WATERSHED LLC $1,139.32 $1,139.32 $0.00 152110 01/11/2024 Reconciled 01/17/2024 Accounts Payable WAVE BROADBAND $300.83 $300.83 $0.00 152111 01/11/2024 Reconciled 01/16/2024 Accounts Payable WAXIE SANITARY SUPPLY $2,334.30 $2,334.30 $0.00 152112 01/11/2024 Reconciled 01/19/2024 Accounts Payable WHEELER, ALAN $108.20 $108.20 $0.00 152113 01/11/2024 Reconciled 01/22/2024 Accounts Payable WOODBURN CHAMBER OF COMMERCE $250.00 $250.00 $0.00 152114 01/11/2024 Reconciled 01/25/2024 Accounts Payable WOODBURN SCHOOL DIST 103C $34,301.05 $34,301.05 $0.00 152115 01/11/2024 Reconciled 01/18/2024 Accounts Payable XYLEM WATER SOLUTIONS USA INC $53.02 $53.02 $0.00 152116 01/11/2024 Reconciled 01/19/2024 Accounts Payable YES GRAPHICS PRINTING CO. INC. $527.00 $527.00 $0.00 Tuesday, February 13, 2024 Pages: 3 of 7 user: Karen AIC 123 ---PAGE BREAK--- Payment Register City of Woodburn From Payment Date: 1/1/2024 - To Payment Date: 1/31/2024 Number Date Status Void Reason Reconciled/ Voided Date Source Payee Name Transaction Amount Reconciled Amount Difference 152117 01/11/2024 Reconciled 01/24/2024 Accounts Payable ALLEN, MICHAEL, DAVID $64.00 $64.00 $0.00 152118 01/11/2024 Reconciled 01/19/2024 Accounts Payable CARBAJAL, MARIO, RAMON $120.00 $120.00 $0.00 152119 01/11/2024 Reconciled 01/24/2024 Accounts Payable CRAFORD, MICHAEL , DAVID $64.00 $64.00 $0.00 152120 01/11/2024 Reconciled 01/24/2024 Accounts Payable CUNNINGHAM, KELLI , ANN $265.00 $265.00 $0.00 152121 01/11/2024 Reconciled 01/22/2024 Accounts Payable FERNANDEZ CARLOS, JORGE $31.00 $31.00 $0.00 152122 01/11/2024 Reconciled 01/22/2024 Accounts Payable FERNANDEZ CARLOS, JORGE $132.00 $132.00 $0.00 152123 01/11/2024 Reconciled 01/23/2024 Accounts Payable GALLAGHER, ANJALIK $80.00 $80.00 $0.00 152124 01/11/2024 Reconciled 01/30/2024 Accounts Payable HELMKAMP, ALYSSA $100.00 $100.00 $0.00 152125 01/11/2024 Reconciled 02/05/2024 Accounts Payable NICHOLS , JOSH $80.00 $80.00 $0.00 152126 01/11/2024 Reconciled 01/24/2024 Accounts Payable TORRES, ROSA $212.00 $212.00 $0.00 152127 01/11/2024 Reconciled 01/22/2024 Accounts Payable WANG, REN $64.00 $64.00 $0.00 152128 01/11/2024 Reconciled 01/19/2024 Accounts Payable WEISMANN, LYDIA , JO $53.00 $53.00 $0.00 152129 01/25/2024 Reconciled 01/29/2024 Accounts Payable A & A PEST CONTROL INC $108.00 $108.00 $0.00 152130 01/25/2024 Open Accounts Payable ABAKELIA, LIANA $59.99 152131 01/25/2024 Reconciled 01/29/2024 Accounts Payable ADDIELOISE INC. dba CITY WIDE FACILITY SOLUTIONS $1,625.00 $1,625.00 $0.00 152132 01/25/2024 Reconciled 01/29/2024 Accounts Payable AMAZON CAPITAL SERVICES, INC $585.47 $585.47 $0.00 152133 01/25/2024 Reconciled 01/30/2024 Accounts Payable APSCO LLC $3,129.23 $3,129.23 $0.00 152134 01/25/2024 Open Accounts Payable AVILA, FABRIZZIO $244.80 152135 01/25/2024 Reconciled 01/30/2024 Accounts Payable BAKER & BAKER INC $197.54 $197.54 $0.00 152136 01/25/2024 Reconciled 01/30/2024 Accounts Payable BATTERIES NORTHWEST $291.92 $291.92 $0.00 152137 01/25/2024 Reconciled 01/31/2024 Accounts Payable BATTERIES PLUS $36.50 $36.50 $0.00 152138 01/25/2024 Reconciled 02/07/2024 Accounts Payable BIO-MED TESTING SERVICE $190.00 $190.00 $0.00 152139 01/25/2024 Reconciled 02/01/2024 Accounts Payable BOYS & GIRLS CLUB OF SALEM $2,500.00 $2,500.00 $0.00 152140 01/25/2024 Reconciled 02/01/2024 Accounts Payable CDW GOVERNMENT INC $352.92 $352.92 $0.00 152141 01/25/2024 Reconciled 02/06/2024 Accounts Payable CENTURYLINK $616.31 $616.31 $0.00 152142 01/25/2024 Reconciled 02/07/2024 Accounts Payable CHEMEKETA COMMUNITY COLLEGE $49.25 $49.25 $0.00 152143 01/25/2024 Reconciled 02/06/2024 Accounts Payable CINTAS CORPORATION - 463 $629.20 $629.20 $0.00 152144 01/25/2024 Reconciled 01/29/2024 Accounts Payable CIT BANK NA $2,450.66 $2,450.66 $0.00 152145 01/25/2024 Reconciled 02/05/2024 Accounts Payable CITY OF SALEM $1,475.00 $1,475.00 $0.00 152146 01/25/2024 Reconciled 01/30/2024 Accounts Payable CONSOR NORTH AMERICA, INC. $3,128.30 $3,128.30 $0.00 152147 01/25/2024 Reconciled 02/07/2024 Accounts Payable CRIMINAL INFORMATION SERV INC $30.00 $30.00 $0.00 152148 01/25/2024 Open Accounts Payable CROWLEY & SON SECURITY SYSTEMS $240.00 152149 01/25/2024 Reconciled 01/29/2024 Accounts Payable DAY WIRELESS SYSTEMS $475.00 $475.00 $0.00 152150 01/25/2024 Reconciled 01/30/2024 Accounts Payable DECA ARCHITECTURE INC $6,155.45 $6,155.45 $0.00 152151 01/25/2024 Reconciled 02/06/2024 Accounts Payable DELPHIA CONSULTING, LLC $1,944.11 $1,944.11 $0.00 152152 01/25/2024 Reconciled 01/31/2024 Accounts Payable DGK INCORPORATED dba BRANDS AND LOGOS $4,905.00 $4,905.00 $0.00 152153 01/25/2024 Reconciled 01/29/2024 Accounts Payable ENGELMAN ELECTRIC INC $3,855.44 $3,855.44 $0.00 152154 01/25/2024 Reconciled 02/06/2024 Accounts Payable EVIDENT INC $154.61 $154.61 $0.00 152155 01/25/2024 Reconciled 02/02/2024 Accounts Payable FEDERAL EXPRESS CORP $80.37 $80.37 $0.00 152156 01/25/2024 Reconciled 01/30/2024 Accounts Payable GALE/CENGAGE LEARNING $132.45 $132.45 $0.00 152157 01/25/2024 Reconciled 02/01/2024 Accounts Payable GANNETT MEDIA CORP dba GANNETT OREGON LOCALIQ $923.79 $923.79 $0.00 152158 01/25/2024 Reconciled 01/25/2024 Accounts Payable GEORGE KUZNETSOV $75.28 $75.28 $0.00 152159 01/25/2024 Reconciled 02/05/2024 Accounts Payable GFS CHEMICALS INC $98.33 $98.33 $0.00 152160 01/25/2024 Reconciled 01/31/2024 Accounts Payable HACH CHEMICAL CO $108.19 $108.19 $0.00 152161 01/25/2024 Reconciled 01/31/2024 Accounts Payable HARDY DIAGNOSTICS $99.59 $99.59 $0.00 Tuesday, February 13, 2024 Pages: 4 of 7 user: Karen AIC 124 ---PAGE BREAK--- Payment Register City of Woodburn From Payment Date: 1/1/2024 - To Payment Date: 1/31/2024 Number Date Status Void Reason Reconciled/ Voided Date Source Payee Name Transaction Amount Reconciled Amount Difference 152162 01/25/2024 Reconciled 02/07/2024 Accounts Payable HILLTOP REFRIGERATION INC $875.00 $875.00 $0.00 152163 01/25/2024 Reconciled 01/30/2024 Accounts Payable HILLYER'S MID CITY FORD $262.30 $262.30 $0.00 152164 01/25/2024 Reconciled 01/30/2024 Accounts Payable HOFFMAN PRESSURE WASHING $355.00 $355.00 $0.00 152165 01/25/2024 Reconciled 01/31/2024 Accounts Payable IDEXX DISTRIBUTION CORP $124.91 $124.91 $0.00 152166 01/25/2024 Reconciled 01/29/2024 Accounts Payable INDUSTRIAL BOLT & SUPPLY INC $129.39 $129.39 $0.00 152167 01/25/2024 Reconciled 01/30/2024 Accounts Payable INDUSTRIAL CHEM LABS & SVCS $299.00 $299.00 $0.00 152168 01/25/2024 Reconciled 01/31/2024 Accounts Payable INGRAM LIBRARY SERVICES $659.06 $659.06 $0.00 152169 01/25/2024 Reconciled 01/29/2024 Accounts Payable JUBITZ CORPORATION $6,053.09 $6,053.09 $0.00 152170 01/25/2024 Reconciled 01/29/2024 Accounts Payable K&E ROCK PRODUCTS LLC $1,042.88 $1,042.88 $0.00 152171 01/25/2024 Reconciled 02/02/2024 Accounts Payable KIMBALL MIDWEST $360.32 $360.32 $0.00 152172 01/25/2024 Reconciled 01/31/2024 Accounts Payable KITTELSON & ASSOC INC $2,858.75 $2,858.75 $0.00 152173 01/25/2024 Reconciled 02/01/2024 Accounts Payable KPA SERVICES LLC $224.64 $224.64 $0.00 152174 01/25/2024 Reconciled 01/31/2024 Accounts Payable LABOR RELATIONS INFO SYSTEMS $125.00 $125.00 $0.00 152175 01/25/2024 Open Accounts Payable LAKE OSWEGO POLICE DEPT $1,200.00 152176 01/25/2024 Reconciled 01/30/2024 Accounts Payable LANGUAGE LINE SERVICES INC $1,885.95 $1,885.95 $0.00 152177 01/25/2024 Reconciled 02/05/2024 Accounts Payable LANGUAGE TESTING INTERNATIONAL INC $73.00 $73.00 $0.00 152178 01/25/2024 Reconciled 01/29/2024 Accounts Payable LEGACY MEDICAL GROUP $278.00 $278.00 $0.00 152179 01/25/2024 Reconciled 01/29/2024 Accounts Payable LES SCHWAB TIRE CENTER $2,733.76 $2,733.76 $0.00 152180 01/25/2024 Reconciled 01/30/2024 Accounts Payable LOOMIS $343.60 $343.60 $0.00 152181 01/25/2024 Reconciled 01/26/2024 Accounts Payable LOVE INC OF NORTH MARION COUNTY $5,000.00 $5,000.00 $0.00 152182 01/25/2024 Reconciled 01/31/2024 Accounts Payable MARION COUNTY TREASURY DEPT $6,242.15 $6,242.15 $0.00 152183 01/25/2024 Reconciled 01/29/2024 Accounts Payable MATT LAMBERT dba SPOT FREE WINDOW CLEANING $980.00 $980.00 $0.00 152184 01/25/2024 Reconciled 02/06/2024 Accounts Payable METCOM $44,758.85 $44,758.85 $0.00 152185 01/25/2024 Reconciled 02/01/2024 Accounts Payable MIDWEST TAPE, LLC $360.60 $360.60 $0.00 152186 01/25/2024 Reconciled 01/31/2024 Accounts Payable MULTI-CULTURAL BOOKS & VIDEOS $764.40 $764.40 $0.00 152187 01/25/2024 Reconciled 01/29/2024 Accounts Payable NURNBERG SCIENTIFIC $269.60 $269.60 $0.00 152188 01/25/2024 Reconciled 02/05/2024 Accounts Payable OFFICE DEPOT $709.39 $709.39 $0.00 152189 01/25/2024 Reconciled 01/31/2024 Accounts Payable OR DEPT OF ENVIRONMENTAL QUALITY $302.45 $302.45 $0.00 152190 01/25/2024 Reconciled 02/01/2024 Accounts Payable OR DEPT OF TRANSPORTATION $4,118.91 $4,118.91 $0.00 152191 01/25/2024 Reconciled 01/31/2024 Accounts Payable OREGON PORTABLE TOILETS LLC $420.00 $420.00 $0.00 152192 01/25/2024 Reconciled 02/01/2024 Accounts Payable PEREZ 1 PEST CONTROL INC $475.00 $475.00 $0.00 152193 01/25/2024 Reconciled 01/30/2024 Accounts Payable PETERSON MACHINERY $4,434.23 $4,434.23 $0.00 152194 01/25/2024 Reconciled 01/30/2024 Accounts Payable PETROCARD $5,250.47 $5,250.47 $0.00 152195 01/25/2024 Reconciled 01/31/2024 Accounts Payable PORTLAND GENERAL ELECTRIC $2,735.34 $2,735.34 $0.00 152196 01/25/2024 Reconciled 01/29/2024 Accounts Payable PREMIER GEAR & MACHINE WORKS INC $3,140.00 $3,140.00 $0.00 152197 01/25/2024 Reconciled 01/31/2024 Accounts Payable QUADIENT LEASING USA, INC. $1,596.16 $1,596.16 $0.00 152198 01/25/2024 Reconciled 01/25/2024 Accounts Payable R&R GENERAL CONTRACTORS, INC $40,686.02 $40,686.02 $0.00 152199 01/25/2024 Reconciled 01/29/2024 Accounts Payable R.L. REIMERS COMPANY $13,700.00 $13,700.00 $0.00 152200 01/25/2024 Reconciled 01/31/2024 Accounts Payable REDFLEX TRAFFIC SYSTEMS INC $9,390.00 $9,390.00 $0.00 152201 01/25/2024 Reconciled 02/06/2024 Accounts Payable RICHARD ALBECK DBA SUPPLY SOLUTIONS LLC, RICHARD, ALBECK DBA SUPPLY SO $237.41 $237.41 $0.00 152202 01/25/2024 Reconciled 01/31/2024 Accounts Payable ROTARY CLUB OF WOODBURN $915.00 $915.00 $0.00 Tuesday, February 13, 2024 Pages: 5 of 7 user: Karen AIC 125 ---PAGE BREAK--- Payment Register City of Woodburn From Payment Date: 1/1/2024 - To Payment Date: 1/31/2024 Number Date Status Void Reason Reconciled/ Voided Date Source Payee Name Transaction Amount Reconciled Amount Difference 152203 01/25/2024 Reconciled 02/01/2024 Accounts Payable SIERRA SPRINGS $30.27 $30.27 $0.00 152204 01/25/2024 Reconciled 01/31/2024 Accounts Payable SNAP-ON CREDIT LLC $124.82 $124.82 $0.00 152205 01/25/2024 Reconciled 01/29/2024 Accounts Payable SOLUTIONS YES, LLC $1,549.06 $1,549.06 $0.00 152206 01/25/2024 Reconciled 01/31/2024 Accounts Payable TECH DATA CORP dba DLT SOLUTIONS LLC $5,761.20 $5,761.20 $0.00 152207 01/25/2024 Reconciled 02/02/2024 Accounts Payable TIMMONS GROUP, INC. $4,123.35 $4,123.35 $0.00 152208 01/25/2024 Reconciled 02/05/2024 Accounts Payable ULINE $358.54 $358.54 $0.00 152209 01/25/2024 Reconciled 02/05/2024 Accounts Payable US BANCORP ASSET dba PFM ASSET $4,043.97 $4,043.97 $0.00 152210 01/25/2024 Reconciled 02/05/2024 Accounts Payable US BANK EQUIPMENT FINANCE $194.84 $194.84 $0.00 152211 01/25/2024 Reconciled 02/01/2024 Accounts Payable VERIZON WIRELESS $9,350.03 $9,350.03 $0.00 152212 01/25/2024 Reconciled 01/29/2024 Accounts Payable WHA INSURANCE AGENCY INC $1,377.75 $1,377.75 $0.00 152213 01/25/2024 Reconciled 02/05/2024 Accounts Payable WOODBURN VETERINARY CLINIC PC $112.99 $112.99 $0.00 152214 01/25/2024 Reconciled 01/29/2024 Accounts Payable ZUMAR INDUSTRIES INC $9,128.11 $9,128.11 $0.00 152215 01/25/2024 Reconciled 02/05/2024 Accounts Payable ASSINK, ZACHARY $70.00 $70.00 $0.00 152216 01/25/2024 Reconciled 01/31/2024 Accounts Payable SCHMOLL, PAUL $3,663.00 $3,663.00 $0.00 Type Check Totals: 215 Transactions $1,149,791.18 $1,146,453.39 $0.00 EFT 2056 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $4.50 $4.50 $0.00 2057 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $1,229.98 $1,229.98 $0.00 2058 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $618.42 $618.42 $0.00 2059 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $423.11 $423.11 $0.00 2060 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $720.42 $720.42 $0.00 2061 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $438.49 $438.49 $0.00 2062 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $222.31 $222.31 $0.00 2063 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $686.74 $686.74 $0.00 2064 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $2,114.43 $2,114.43 $0.00 2065 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $1,384.49 $1,384.49 $0.00 2066 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $314.10 $314.10 $0.00 2067 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $2,935.53 $2,935.53 $0.00 2068 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $272.10 $272.10 $0.00 2069 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $2,333.56 $2,333.56 $0.00 2070 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $299.85 $299.85 $0.00 2071 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $736.04 $736.04 $0.00 2072 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $87.77 $87.77 $0.00 2073 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $423.57 $423.57 $0.00 2074 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $589.57 $589.57 $0.00 2075 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $2,825.96 $2,825.96 $0.00 2076 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $1,794.12 $1,794.12 $0.00 2077 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $1,783.61 $1,783.61 $0.00 2078 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $4,052.03 $4,052.03 $0.00 2079 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $4,154.37 $4,154.37 $0.00 2080 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $1,152.97 $1,152.97 $0.00 2081 01/29/2024 Reconciled 01/30/2024 Accounts Payable US BANK $70.00 $70.00 $0.00 Type EFT Totals: 26 Transactions $31,668.04 $31,668.04 $0.00 AP-A/P - Accounts Payable Totals Checks Status Count Transaction Amount Reconciled Amount Open 5 $3,337.79 $0.00 Reconciled 210 $1,146,453.39 $1,146,453.39 Tuesday, February 13, 2024 Pages: 6 of 7 user: Karen AIC 126 ---PAGE BREAK--- Payment Register City of Woodburn From Payment Date: 1/1/2024 - To Payment Date: 1/31/2024 Number Date Status Void Reason Reconciled/ Voided Date Source Payee Name Transaction Amount Reconciled Amount Difference Voided 0 $0.00 $0.00 Stopped 0 $0.00 $0.00 Total 215 $1,149,791.18 $1,146,453.39 EFTs Status Count Transaction Amount Reconciled Amount Open 0 $0.00 $0.00 Reconciled 26 $31,668.04 $31,668.04 Voided 0 $0.00 $0.00 Total 26 $31,668.04 $31,668.04 All Status Count Transaction Amount Reconciled Amount Open 5 $3,337.79 $0.00 Reconciled 236 $1,178,121.43 $1,178,121.43 Voided 0 $0.00 $0.00 Stopped 0 $0.00 $0.00 Total 241 $1,181,459.22 $1,178,121.43 Grand Totals: Checks Status Count Transaction Amount Reconciled Amount Open 5 $3,337.79 $0.00 Reconciled 210 $1,146,453.39 $1,146,453.39 Voided 0 $0.00 $0.00 Stopped 0 $0.00 $0.00 Total 215 $1,149,791.18 $1,146,453.39 EFTs Status Count Transaction Amount Reconciled Amount Open 0 $0.00 $0.00 Reconciled 26 $31,668.04 $31,668.04 Voided 0 $0.00 $0.00 Total 26 $31,668.04 $31,668.04 All Status Count Transaction Amount Reconciled Amount Open 5 $3,337.79 $0.00 Reconciled 236 $1,178,121.43 $1,178,121.43 Voided 0 $0.00 $0.00 Stopped 0 $0.00 $0.00 Total 241 $1,181,459.22 $1,178,121.43 Tuesday, February 13, 2024 Pages: 7 of 7 user: Karen AIC 127 ---PAGE BREAK--- 128 ---PAGE BREAK--- Bank Accounts LGIP PFMAM Investment Portfolio Total Statement Balance 12/31/2023 1,012,000 $ 42,775,000 $ 50,587,000 $ 94,374,000 $ Change in Market Value & Gain/(Loss) on Maturity/Sale ‐ $ ‐ $ ‐ $ ‐ $ Deposits/Security Purchases 4,694,000 $ 880,000 $ 989,000 $ 6,563,000 $ Interest ‐ $ 179,000 $ 131,000 $ 310,000 $ Withdrawals/Disbursements/Maturities (4,466,000) $ (1,000,000) $ (1,101,000) $ (6,567,000) $ Statement Balance 01/31/2024 1,240,000 $ 42,834,000 $ 50,606,000 $ 94,680,000 $ Deposits in Transit 351,000 $ 351,000 $ Outstanding Checks ‐ A/P & Payroll (124,000) $ (124,000) $ ‐ General Ledger Balance 01/31/2024 1,467,000 $ 42,834,000 $ 50,606,000 $ 94,907,000 $ CASH & INVESTMENT CLASSIFICATION Unrestricted 39,082,000 $ Restricted Capital Construction 2,317,000 $ System Development Charges 30,271,000 $ Debt Reserve ‐ $ Other Restrictions 15,879,000 $ URA 1,634,000 $ SMR Reserve 5,687,000 $ Held in Trust 37,000 $ 94,907,000 $ INVESTMENT REPORTING (in compliance with City policy) 1/31/2024 Average Rate Balance LGIP 5.00% 42,834,000 $ 42,834,000 $ PFMAM Investment Portfolio 4.83% 50,606,000 $ 50,606,000 $ 42,834,000 $ 50,606,000 $ 93,440,000 $ City of Woodburn CASH & INVESTMENT RECONCILIATION January 31, 2024 (rounded to $1,000's) 129 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 TO: Mayor and City Council through City Administrator FROM: Brian Miles, IT Manager SUBJECT: Silverton Fire District IT Services Support Agreement RECOMMENDATION: Authorize the City Administrator to execute an Intergovernmental Agreement with the Silverton Fire District to provide computer and network support. BACKGROUND: The Silverton Fire District recently requested that the City begin providing them with computer network support services. Currently, the City provides assistance to several local governments and special districts in the area by providing network and computer support, including software installation services. The City determined that it has the capacity to provide support to the Silverton Fire District and has prepared the enclosed agreement for the City Council’s consideration. The proposed agreement with the Silverton Fire District is to provide network support services at a set fee of $300 per PC. All equipment, software and peripherals are to be provided by the Silverton Fire District. The agreement will be in effect through June 30, 2024, and, unless otherwise terminated, will renew for subsequent one-year periods that correspond to the City fiscal year of July 1 – June 30. The City will have the opportunity to request annual fee increases by providing notice of such adjustments at least 120 days prior to the expiration date of each annual agreement. DISCUSSION: For many years, the City has provided IT services to a number of other local jurisdictions. This arrangement benefits our smaller partners by making these services much more affordable than they could otherwise obtain on the open market or by hiring their own IT employees. And the additional revenue this 130 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 2 approach generates allows us to carry a larger staff with a more comprehensive set of skills than we would otherwise be able to afford. The City is in the process of updating similar agreements with the other jurisdictions we provide network and computer support service to, primarily to adjust our fees to keep up with our increasing costs of providing this service. However, while updating these agreements, we determined that it would be helpful to our partner organizations to provide them with flexibility in the type of fee model available to them. Previously, the only option for local jurisdictions was to pay an hourly fee for service. Through the fee model available in the updated agreements, local jurisdictions will have the option of being billed an hourly rate for service – increasing to $100/ hr. from the current rate of $85/ hr. Alternatively, they can select a fixed rate model that provides them with predictive costs that could be helpful with their budgeting processes. The fixed rate model is structured, as follows: Tier 1 Plan Trouble-shoot and remediate IT support issues submitted to Woodburn by Silverton staff. This includes mostly remote support with some on-site work as needed. Tier 2 Plan Includes Tier 1 Services; and Woodburn will also provide additional on-site visits and regularly scheduled meetings with Silverton to carry out the following work: • Support for and maintenance of server and network infrastructure, including desktop computers, printers, and any other computer or network-related equipment for Silverton; • Set-up and installation and/or relocation of computer or network-related equipment; • Work with hardware and/or software vendor support to resolve issues; • Work with Silverton to backup and maintain Silverton's data; and • Provide general advice regarding proper planning and third- 131 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 3 party services involving the network, telecommunications, and data access. Tier 3 Plan Includes Tier 2 Services, but Woodburn will provide Services through regularly scheduled weekly meetings and/or on-site visits. Tiered Pricing Plan: Tier 1 Plan $200 per PC / year Tier 2 Plan $300 per PC / year Tier 3 Plan $400 per PC / year The Silverton Fire District selected the Tier 3 Fixed Rate model at a cost of $400 per PC per year, which is reflected in the enclosed agreement. Updated agreements are currently being negotiated with the other jurisdictions the City provides service to and will be presented to the City Council for their approval at an upcoming meeting. FINANCIAL IMPACT: The agreement with the Silverton Fire District would supplement the IT department’s revenue by approximately $7,500 annually. 132 ---PAGE BREAK--- 133 ---PAGE BREAK--- 134 ---PAGE BREAK--- 135 ---PAGE BREAK--- 136 ---PAGE BREAK--- 137 ---PAGE BREAK--- 138 ---PAGE BREAK--- 139 ---PAGE BREAK--- COMMUNITY CENTER ADVISORY COMMITTEE MINUTES February 20, 2024 Page 1 Convened The meeting convened at 3:37 p.m. in the Woodburn City Hall Council Chambers Citizen Advisory Committee Members Present Staff Present: Community Services Director Cuomo, Assistant City Administrator Row, Special Projects Director Wakeley, Finance Director Turley, Economic Development Director Johnk, Aquatics Supervisor Powers, Economic Development Specialist Maxwell, Rare AmeriCorps Member Betancourt, Events and Special Programs Manager Duran, Community Relations Manager Herrara, City Recorder Pierson Others Present: Mark Parker, Rose City Philanthropy Jeri Alcott, Rose City Philanthropy Jake Weigler, Praxis Political Megan Wever, Praxis Political Ben Patinkin, Elections Strategies Citizen Advisory Committee (CAC) Re-Introductions Chair Figley thanked everyone for participating on the committee and asked those in attendance to introduce themselves. General Project Update Community Services Director Cuomo provided a general update on the project. Rose City Philanthropy Updates Mark Parker, with Rose City Philanthropy reported that they are testing general response to the project, and they have found that there is strong enthusiasm for the scope of the project. Jeri Alcott with Rose City Philanthropy reported that they are seeing a strong willingness to contribute to the project. Praxis Political Consultant Introductions, Scope, and Update Assistant City Administrator Row introduced Jake Weigler and Megan Wever with Praxis Political. Frank Lonergan, Mayor Debbie Cabrales, City Councilor Sharon Schaub, City Councilor Marybeth Cornwell, City Councilor Bernadette Krewson Juan Bravo Kathy Figley, Chair Michael Nelson Wendy Veliz John Zobrist Anthony Veliz Teresa Alonso Leon Andrew Yoshihara 140 ---PAGE BREAK--- COMMUNITY CENTER ADVISORY COMMITTEE MINUTES February 20, 2024 Page 2 Jake Weigler stated that their goal for the next few months is to help the community understand why this project is needed and what it will provide for them. Megan Wever stated that their two primary strategies are going to communication and engagement. Patinkin Research Strategies – Community Election Polling Results Bent Patinkin, Patinkin Research Strategies, discussed the results of the election polling that was conducted. He noted that overall, the results were positive and supportive of the project. Questions and next steps Committee members provided comments and asked questions. Bernadette Krewson made a motion to recommend to the City Council that we go for the full forty-million-dollar Community Center Project as illustrated and refer it to the voters for the November election. John Zobrist seconded the motion. The motion passed unanimously. The meeting adjourned at 5:17 p.m. APPROVED Kathy Figley, CHAIR ATTEST Heather Pierson, City Recorder City of Woodburn, Oregon 141 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 TO: Honorable Mayor and City Council through City Administrator FROM: Chris Kerr, Community Development Director Colin Cortes, AICP, CNU-A, Senior Planner SUBJECT: Ordinance 2621 Implementing Legislative Amendment 21-03 of the Woodburn Development Ordinance (WDO) Relating to Tree Preservation and Removal (LA 21-03) RECOMMENDATION: Adopt the attached Ordinance to implement Legislative Amendment LA 21-03 for the Woodburn Development Ordinance (WDO) relating to tree preservation and removal. BACKGROUND: The City Council held a public hearing on February 12, 2024 and tentatively approved LA 21-03, directing staff to prepare an ordinance. DISCUSSION: n/a FINANCIAL IMPACT: n/a 142 ---PAGE BREAK--- Page - 1 - Council Bill No. 3242 Ordinance No. 2621 COUNCIL BILL NO. 3242 ORDINANCE NO. 2621 AN ORDINANCE AMENDING THE WOODBURN DEVELOPMENT ORDINANCE (WDO) RELATED TO SIGNIFICANT TREE PRESERVATION, REMOVAL, AND MITIGATION, AND PROTECTION DURING CONSTRUCTION (LA 21-03). WHEREAS, the Woodburn Development Ordinance (WDO) establishes the standards that development is required to meet and that clarity of those standards is critical as the community continues to grow and prosper; and WHEREAS, periodic revisions and updates to the Woodburn Comprehensive Plan and WDO are necessary and expected to comply with revisions to statutes and administrative rules, administer new and revised long-range plans, and address current issues; and WHEREAS, Section 4.10.09 of the WDO requires the City Council to initiate the consideration of any potential legislative amendments to the WDO by resolution; and WHEREAS, following a 2021 winter ice storm, the City Attorney and Community Development Director briefed the Council about existing Woodburn Development Ordinance (WDO) regulations for tree preservation and removal and presented ideas about improved enforcement provisions and fines; and WHEREAS, on July 26, 2021, the Council in conformance with WDO 4.01.09.A, initiated Legislative Amendment 21-03 (LA 21-03) via Resolution No. 2175, directing staff to review and revise the WDO tree regulations to improve relevance and clarity; and WHEREAS, the Planning Commission conducted six workshops about LA 21-03 between September 23, 2021, and ending July 27, 2023; and WHEREAS, on September 28, 2023, the Planning Commission, in conformance with WDO 4.01.09B. and 4.01.10B. held a public hearing and recommended approval of the amendment; and WHEREAS, on February 12, 2024, the City Council held a public hearing and requested this Ordinance effecting the amendment (LA 21-03); NOW, THEREFORE, THE CITY OF WOODBURN ORDAINS AS FOLLOWS: 143 ---PAGE BREAK--- Page - 2 - Council Bill No. 3242 Ordinance No. 2621 Section 1. For purposes of this ordinance amendment, all new text is shown as underlined (i.e. new text) and all deleted text is shown as stricken (i.e. deleted text). After this ordinance amendment is adopted, the Community Development director shall correct the WDO to incorporate all revisions contained herein. Section 2. The WDO is amended as specified in Exhibit A which is attached hereto. Section 3. The legislative action taken by the Ordinance is explained and justified by the findings and analysis attached hereto and incorporated herein as Exhibit B. Approved as to form: City Attorney Date Approved: Frank Lonergan, Mayor Passed by the Council Submitted to the Mayor Approved by the Mayor Filed in the Office of the Recorder ATTEST: Heather Pierson, City Recorder City of Woodburn, Oregon 144 ---PAGE BREAK--- Woodburn Development Ordinance WDO Adopted by Ordinance 2313 on April 9, 2002 Acknowledged December 22, 2006 Amended by Ordinance 2423 on July 28, 2007 Amended by Ordinance 2446 on September 8, 2008 Amended by Ordinance 2465 on March 24, 2010 Amended by Ordinance 2473 on December 13, 2010 Amended by Ordinance 2480 on September 26, 2011 Amended by Ordinance 2492 on September 10, 2012 Amended by Ordinance 2509 on August 12, 2013 Amended by Ordinance 2510 on September 23, 2013 Amended by Ordinance 2520 on July 28, 2014 Amended by Ordinance 2526 on February 9, 2015 Amended by Ordinance 2538 on September 26, 2016 Amended by Ordinance 2541 on November 14, 2016 Amended by Ordinance 2544 on January 9, 2017 Amended by Ordinance 2561 on July 9, 2018 Amended by Ordinance 2562 on September 10, 2018 Amended by Ordinance 2573 on June 24, 2019 Amended by Ordinance 2579 on April 13, 2020 Amended by Ordinance 2602 on May 9, 2022 (LA 21-01) Amended by Ordinance 2603 effective June 30, 2022 (LA 21-02) Amended by Ordinance 2621 on February 26, 2024 (LA 21-03) 145 LA 21-03 Ordinance No. 2621 Exhibit A 49 pages ---PAGE BREAK--- TABLE OF CONTENTS VOLUME 1 ORGANIZATION AND STRUCTURE 1.01 Structure 1.02 Definitions 1.03 Official Zoning Map 1.04 Nonconforming Uses and Development 1.05 Planning Commission 1.06 Design Review Board VOLUME 2 LAND USE ZONING AND SPECIFIED USE STANDARDS 2.01 General Provisions 2.02 Residential Zones 2.03 Commercial Zones 2.04 Industrial and Public Zones 2.05 Overlay Districts 2.06 Accessory Structures 2.07 Special Uses 2.08 Specific Conditional Uses VOLUME 3 DEVELOPMENT GUIDELINES AND STANDARDS 3.01 Streets, Greenways & Other Off-Street Bicycle/Pedestrian Corridors, and Bus Transit....131 3.02 Utilities and Easements 3.03 Setbacks and Open Space 3.04 Vehicular & Bicycle/Pedestrian Access 3.05 Off-Street Parking and Loading 3.06 Landscaping 3.07 Architectural Design 3.08 Partitions and Subdivisions 3.09 Planned Unit Developments 3.10 Signs 3.11 VOLUME 4 ADMINISTRATION AND PROCEDURES 4.01 Decision-Making Procedures 4.02 Review, Interpretation and Enforcement VOLUME 5 APPLICATION REQUIREMENTS 5.01 Type I (Administrative) Decisions 5.02 Type II (Quasi-Administrative) Decisions 5.03 Type III (Quasi-Judicial) Decisions 5.04 Type IV (Quasi-Judicial) Decisions 146 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 7 1.02 Definitions Note: Terms not defined in this Section have the meaning set forth in the New Oxford American Dictionary, 2010 edition (see Section 4.02.06.B.6.) Abutting: Touching on the edge or on the line, including at a corner. It shall include the terms adjacent, adjoining and contiguous. Access: The place, means or way by which pedestrians or vehicles have ingress and egress to and/or from a lot or use. Accessory Building, Structure or Use: A detached building, structure or use which is incidental and subordinate to, and supports the primary use on, the same premises. Accommodations: • Bed and Breakfast Inn: A single-family dwelling with at least one room offered to the general public for lodging on an overnight or weekly basis, with a meal provided. • Hotel: A building in which rooms are offered to the general public for lodging on an overnight or weekly basis, where the primary entrance is through a lobby or foyer with internal circulation to the rooms. • Living Unit: A room or suite of rooms, providing living and sleeping facilities for one or more persons where either cooking or eating and/or sanitation facilities are shared. In a rooming and boarding house, each bed rented for compensation is a “Living Unit.” Note: Living unit is not synonymous with “dwelling unit.” • Motel: a group of attached or detached buildings, in which more than five rooms are offered to the general public for lodging on an overnight or weekly basis, where the rooms have direct access to the outside without the necessity of passing through the main lobby of a building. • Rooming and Boarding House: A residential building or portion thereof with guest rooms, providing lodging or lodging and meals, for three or more persons for compensation. ADA: The acronym refers to the federal Americans with Disabilities Act (1992) and in the context of WDO standards means compliance with contemporary federal provisions with which developers are bound to comply as standards and compliance with any contemporary supplemental state of Oregon provisions with which developers are bound to comply as standards. Adjacent: Near, close or bordering but not necessarily contiguous with; adjoining but separated by a right-of-way. Administrative Body: The City Council, Planning Commission, Design Review Board, or staff member having the jurisdiction to hear and decide proceedings on land use actions. Alley: A public right-of-way not more than 20 feet wide and not less than 10 feet in width that provides vehicular access to property instead of or in addition to a public street, that intersects with a public street, and that can serve as a utility corridor. Distinct from “Shared Rear Lane”. 147 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 10 Building, Primary: A building within which is conducted the main or principal use of the property. Cabana: A stationary structure with two or more walls, used in conjunction with a manufactured dwelling to provide additional living space and meant to be moved with the manufactured dwelling. Caliper: The diameter of a tree measured 6 inches above ground level for trees up to 4 inches in diameter, or 12 inches above ground level for trees 4 inches or more in diameter. Note: A “significant treeTree, Significant” or “Significant Tree” is determined by its diameter measured at 5 feet above ground leveldifferently per that definition, regardless of its caliper. Figure 1.02C – Measurement of Caliper and Significant Tree Diameter at Breast Height (DBH) Concepts Care services: • Child Care: The care, supervision and guidance on a regular basis of a child, unaccompanied by a parent, guardian or custodian, provided to a child during a part of the 24 hours of the day, in a place other than the child’s home, with or without compensation. • Child Care Facility: A facility that provides child care, including a day nursery, nursery school, day care center, or similar unit operating under any name, but not including: o a facility providing care that is primarily group athletic or social activities sponsored by or under the supervision of a church or an organized club or hobby group. o a facility operated by a school district or a governmental agency. o a facility providing care while the child’s parent remains on the premises and is engaged in an activity offered by the facility or in other non-work activity. o a Child Care Home. • Child Care Home: A residential facility certified by the Oregon Child Care Division. 148 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 13 Diameter at Breast Height (DBH): 1. Normal context: The diameter of a tree trunk at a height of 4.5 feet above the ground. (A way to calculate DBH is to measure the circumference of the trunk and divide the value by the mathematical constant pi, which is approximately 3.14.) Figure 1.02H – Measuring Tree Size for Existing Trees in Normal Context 2. Angle or Slope: When the trunk is at an angle or is on a slope, the trunk is measured at right angles to the trunk 4.5 feet along the center of the trunk axis, so that the height is the average of the shortest and the longest sides of the trunk. See Figure 1.02J. Figure 1.02J – Measuring Existing Trees with an Angle or on Slopes 149 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 14 3. Branched or Split Trunk: When the trunk branches or splits less than 4.5 feet from the ground, the trunk is measured at the smallest circumference below the lowest branch. See Figure 1.02K. Figure 1.02K – Measuring Split Trunk Tree 4. Multi-stemmed: For multi-stemmed trees, the size is determined by measuring all the trunks and adding the total diameter of the largest trunk and half the diameter of each additional trunk; see Figure 1.02L. A multi-stemmed tree has trunks that are connected above the ground and does not include individual trees growing close together or from a common root stock that do not have trunks connected above the ground. Figure 1.02L – Measuring Multi-Stemmed Trees Director: The Director of the Community Development Department of the City of Woodburn or designee. Door area: The area of the portion of a door, other than a garage door, that is operable, excluding the doorframe. Driveway: A private vehicular means of access to and from a property, a parking space or area, a garage, or a use, intended to allow vehicular ingress and egress but not intended to provide the traffic circulation function of a street. Dwellings: 150 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 16 • Single-Family Dwelling: A detached building constructed on a single lot, containing one dwelling unit designed exclusively for occupancy by one family. • Triplex: Three attached dwelling units on a lot. • Accessory Dwelling Unit (ADU) – An interior, attached, or detached residential structure that is used in connection with, or that is accessory to, a single-family dwelling. Note: Where it appears in the WDO, reference to dwelling or dwellings “other than multiple-family” excludes ADU unless a specific provision specifies otherwise. Employees: All persons, including proprietors, performing work on a premises. For calculating required off-street parking, it shall be the number present during the largest shift or peak season. Family: An individual or two or more persons related by blood, marriage, legal adoption or guardianship, or a group of not more than five persons (excluding servants) who need not be related by blood or marriage, living together in a dwelling unit. “Family” shall include two or more handicapped persons as defined in the Fair Housing Amendments Act of 1988 living as a single housekeeping unit. Final Action and Final Decision: The City’s final decision on a permit application for which there is either no appeal to another decision-maker within the City, or, if there is the possibility of a local appeal, an appeal was not timely perfected in accordance with the Woodburn Development Ordinance. Frontage: That portion of a lot which abuts a public street. Garage: A building, or portion of a building, which is completely enclosed and designed for the storage or parking of a vehicle. Grade: Adjacent ground elevation is the lowest point of elevation of the finished surface of the ground, paving or sidewalk within the area between the building and property line or, when the property line is more than 5 feet from the building, between the building and a line 5 feet from the building. Greenway: For purpose of applying greenway standards, the Mill Creek Greenway as the Mill Creek Greenway Plan (2006-2007 and as amended) identifies. Greenway trail: The mainline bicycle/pedestrian facility within a greenway, as distinct from spurs and supplemental paths and trails. Gross Floor Area (GFA): The sum of the gross horizontal areas of the several floors of a building, measured from the exterior faces of the exterior wall or from the centerline of walls separating two buildings, but not including: 1. Attic and basement space providing headroom of less than seven feet; 2. Uncovered steps or fire escapes; 3. Private garages, carports, or porches; 4. Accessory water towers or cooling towers; 5. Off-street parking or loading spaces. Hatracking or hat-racking: To flat-cut the top or sides of a tree, severing the main branch or branches; or trimming a tree by cutting off branches and leaving a stub larger than 1 inch in diameter; or reducing the total circumference or canopy of a tree by more than a percentage. 151 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 17 The presumptive percentage is 25.0 percent unless a certified arborist’s report documents that it may be higher without endangering the health or life of the subject tree or trees, with the limit that a report may allow for maximum 35.0 percent. Home Occupation: A business or professional activity engaged in by a resident of a dwelling unit as a secondary use of the residence, and in conformance with the provisions of the Woodburn Development Ordinance. Such a term does not include the lease or rental of a dwelling unit (See Section 2.02.10). House of Worship: A church, synagogue, temple, mosque or other permanently located building primarily used for religious worship. A house of worship may also include accessory buildings for related religious activities and one dwelling unit. Interested Person: With respect to a land use action, any person or organization, or the duly authorized representative of either, having a right of appeal under the Woodburn Development Ordinance. ITE: The acronym refers to the Institute of Transportation Engineers, which publishes both the Trip General Handbook (10th Ed. or as amended) and the manual Designing Walkable Urban Thoroughfares: A Context Sensitive Approach (2010 or as amended). Kennel: Any lot or premises on which four or more dogs and/or cats over the age four months are kept for sale, lease, boarding or racing. Landscaping: Areas primarily devoted to the planting and preservation of trees, shrubs, lawn and other organic ground cover, together with other natural or artificial supplements such as watercourses, ponds, fountains, decorative lighting, benches, arbors, gazebos, bridges, rock or stone arrangements, pathways, sculpture, trellises and screens. Legal Description: The description of a subject property by either metes and bounds or in reference to a lot, or lot and block, number of a recorded subdivision or partition. Legislative Action: Any final decision of the city that adds to, amends or repeals the City’s land use regulations, comprehensive plan or related maps and does not pertain to a particular property or small set of properties. Loading Space: An on-site space or berth on the same lot with a building, or contiguous to a group of buildings, for the temporary parking of a commercial vehicle while loading or unloading merchandise or material. 152 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 21 The term includes camping trailer, motor home, park trailer, travel trailer, and truck camper. Recreational Vehicle Park or RV Park: A plot of land upon which two or more recreational vehicle sites are located, established or maintained for occupancy by recreational vehicles belonging to the general public as temporary living quarters for recreational or vacation purposes. Recycling Center: An area or structure used for the collection and temporary storage of non-putrescible, discarded materials, which will be transported elsewhere to be reused or recycled. Repair: The reconstruction or renewal of any part of an existing building or structure for the purposes of maintenance. The term shall not include structural alteration. Review Area: The review area that defines the character of surrounding dwellings and immediately surrounding dwellings shall encompass the five nearest dwellings to the subject lot that are on the same street and that are within 500 feet of the subject lot. Root Protection Zone (RPZ): A circular area around a tree that is based on the diameter of the tree. Each 1 inch diameter of tree equals 1 foot radius for the RPZ. See Figure 1.02M. Figure 1.02M – Root Protection Zone Measurement ROW: The acronym refers to right-of-way. Unless a WDO provision specifies otherwise, ROW excludes railroad right-of-way. School, Elementary, Middle or High: A public or private institution offering instruction in the several branches of learning and study, in accord with the rules and regulations of the State Department of Education. Screening: A sight-obscuring fence, architectural wall, or evergreen hedge at least 6 feet in height. 153 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 23 Setback, Average: For any continuous wall, “average setback” shall be as follows: 1. For a straight wall: The distance derived from dividing the sum of the closest and furthest points of the building wall from the property line by two; or 2. For an articulated wall: The location of a wall where the yard area abutting the property line (accounting for offsets and jogs) is equal to the yard area computed by multiplying the length of the wall by the standard for the allowable average setback. Figure 1.02F – Average Setback for a Straight Wall Figure 1.02G – Average Setback for an Articulated Wall Shared Rear Lane: Similar to “Alley”, except that it remains privately maintained and a legal instrument grants the City and the public access to it. Significant Tree: Any existing, healthy tree 24 inches or more in diameter, measured five feet above ground level (See Section 3.06.07). 154 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 1.02 Page 25 Townhouse Project: One or more townhouse structures constructed together with the site development area where there is land division establishing townhouse lot lines and any common area tracts. Tree, Significant: An existing tree that is 24 inches or more in diameter at breast height, which equates to 6 feet, 3¼ inches or more in circumference, and one of two classes: • Class S: Up to fewer than 36 inches; and • Class T: 36 inches or wider, which may be termed a Tremendous Tree. (A diameter at breast height of 36 inches equates to 9 feet, 5 inches or more in circumference.) (“Diameter at breast height” is defined above within this Chapter 1.02). UGB: The acronym refers to urban growth boundary. See the Comprehensive Plan and its land use map. Use: (noun) An activity or a beneficial purpose for which a building, structure or land is designed, developed or occupied. • Ancillary Use: An ancillary use is a use that is subsidiary to a predominant use and is either vertically integrated with, or directly linked with, the conduct of a predominant use, or is exclusively for the benefit of occupants, or employees, of a predominant use. • Nonconforming Use: A use which met all applicable use standards imposed by applicable City or county zoning ordinance provisions when it was established, but which does not comply with the use standards of the Woodburn Development Ordinance solely because of the adoption of or amendment of the Woodburn Development Ordinance, or because annexation to the City resulted in the application of different use standards to the subject property (See also Nonconforming Development). • Permitted Use: Those land uses permitted in a zoning district that are allowed outright, subject to the standards of the Woodburn Development Ordinance. • Required Supporting Use: An on-site space or facility necessary to fulfill a dimensional or development standard of the Woodburn Development Ordinance, or a condition of a land use approval. Required supporting uses include access facilities, parking, loading, landscaping, and open space. Utilities: Water, sanitary sewer, storm drainage, natural gas, electrical, wire communication service, cable television and all persons and companies supplying the same. Vision Clearance Area (VCA): An area defined by the standards within which visual obstructions are regulated for safety purposes (See Section 3.03.06). Also known as “sight triangle”. Wall, Architectural: A brick, poured concrete, precast concrete, or CMU wall that meets the design standards of Section 3.06.06. Wall, Common: A wall or set of walls in a single structure shared by 2 or more dwelling units. The common wall is shared for at least 25 percent of the length of the side of the building of the dwellings. The common wall may be any wall of the building, including the walls of attached garages. (This definition has no necessary relationship to any that might exist in the state building code.) 155 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 3.01 Page 135 3.01 Streets, Greenways & Other Off-Street Bicycle/Pedestrian Corridors, and Bus Transit The purpose of this Section is to provide for attractive, safe, comfortable, interesting, and efficient streets, off-street bicycle/pedestrian corridors and facilities, and transit improvements within the city, especially to include and be equitable toward Woodburn residents who cannot or do not own private vehicles or drive, to implement the Woodburn Comprehensive Plan and the Transportation System Plan (TSP), to use civil engineering of streets to reduce speeding, to guide City capital improvement projects, and to have developers upgrade nonconforming streets and construct extended and new streets and off-street bicycle/pedestrian facilities that conform. An objective is to have developers construct or fund street improvements, and other proportional share of improvements for the public, to lessen the cost of land development to the City in order to lessen taxpayer burden for landowners in the context of Oregon Ballot Measures 5 (1990) and 50 (1997). The provision of streets is guided by the applicable goals and policies of the Comprehensive Plan, the TSP, the Highway 99E Corridor Plan, creek greenway plans, the Transit Plan, and other WDO sections. 3.01.01 Applicability 3.01.02 Street General Provisions 3.01.03 Street Improvements Required for Development 3.01.04 Street Cross Sections 3.01.05 Street Layout 3.01.06 Street Names 3.01.07 Off-Street Public Bicycle/Pedestrian Corridors 3.01.08 Mill Creek Greenway 3.01.09 Bus Transit Improvements 3.01.01 Applicability A. Right-of-way standards apply to all public streets and public alleys. B. Improvement standards apply to all public and private streets, public alleys, sidewalks, landscape strips, and on and off-street public bicycle pedestrian corridors. Standards do not exclude conformance with the public works construction code that the Public Works Department administers. C. The Woodburn Transportation System Plan (TSP) designates the functional class of major thoroughfares and local streets. D. This applies to all development as Section 1.02 defines, and is not limited to partitions, subdivisions, multi-family, commercial or industrial construction, or establishment of a manufactured dwelling or recreational vehicle park; however, a lesser set of standards applies to infill residential development of 4 or fewer dwellings and where no land division or Planned Unit Development is applicable, including construction of a single- family dwelling or placement of a manufactured dwelling on an infill lot. See Section 3.01.03C.2. 156 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 3.01 Page 136 3.01.02 Street General Provisions A. No development shall be approved, or access permit issued, unless the internal streets, boundary streets and connecting streets are constructed to at least the minimum standards set forth in this Section, or are required to be so constructed as a condition of approval. B. Private streets are prohibited, except in manufactured dwelling parks, pursuant to State statute (ORS Chapter 446 and OAR 918-600). All private streets in manufactured dwelling parks shall comply with statute and WDO standards. C. Materials and construction shall comply with specifications of the City of Woodburn. D. The standards of this Section may be modified, subject to approval of a Street Adjustment, Planned Unit Development, Zoning Adjustment, or Variance. Other sections restrict where and how these application types apply. E. When all public improvements are due: The construction of all public improvements, their passing City inspections, and acceptance by the City are due no later than by either 5.01.06B in the context of land division final plat application to the City or by building permit issuance, except if the developer applies to the City through the Public Works Department for deferral and the City Administrator or designee issues a document approving and describing a bond or performance guarantee pursuant to Section 4.02.08. Administration of bonding and performance guarantees for improvements that are public defaults to the Public Works Department, and the department shall notify the Community Development Director of deferral applications and any approvals and conditions of approval. F. Fees in-lieu: Per Section 4.02.12. 157 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 3.01 Page 137 3.01.03 Street Improvements Required for Development A. With development, the Internal, Boundary, and Connecting streets shall be constructed to at least the minimum standards set forth below. B. Internal Streets Internal streets shall meet all standards of WDO and the TSP. C. Boundary Streets 1. The minimum improvements for a Boundary Street may be termed “half-street” improvements and shall be as follows, except per subsection 2: a. One paved 11-foot travel lane in each direction, even though this results in required improvements being more than half-street by exceeding what the applicable cross section figure would require for a half-street; b. On-street parking on the side of the street abutting the development, if the required cross section includes on-street parking; c. Curb on the side of the street abutting the development; d. Drainage facilities on the side of the street abutting the development; e. Landscape strip with street trees and lawn grass on the side of the street abutting the development; and f. Sidewalk on the side of the street abutting the development. 2. Infill residential development of 4 or fewer dwellings and where no land division or Planned Unit Development is applicable, per Section 3.01.01D: A developer shall: a. Dedicate ROW per the required cross section; b. Dedicate one or more streetside PUEs per Section 3.02.01B; c. Either construct sidewalk per the required cross section or pay fee in-lieu per Section 4.02.12; d. Plant a street tree or trees per Section 3.06.03A and specifically sited to conform with where a landscape strip would be per the required cross section, or pay fee in-lieu per Section 4.02.12; and e. Provide minimum access per Section 3.04, and where a driveway approach, apron, curb cut, or ramp within ROW is relevant, have it meet the public works construction code. 158 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 3.01 Page 138 D. Connecting Streets 1. The minimum improvements for a Connecting Street shall be one paved 11-foot travel lane in each direction. 2. Connecting streets shall extend from the boundary street of a development, to the nearest intersection that meets the cross-section and improvement requirements of this Section, or 1,000 feet, whichever is less. Figure 3.01A – Internal, Boundary, and Connecting Streets E. When the Director determines that a required improvement of a Boundary Street would not be timely, such as due to pending development of properties in the immediate vicinity or the area for Boundary Street ROW being wholly on adjacent property outside a developer’s control, the developer shall pay fees in-lieu per Section 4.02.12. F. When the Director determines that a required improvement of a Boundary or Connecting Street would not be feasible, due to physical constraints of properties in the immediate vicinity or an inability to obtain right-of-way dedication from property outside a developer’s control, the developer shall pay fees in-lieu per Section 4.02.12, the Director may approve construction of a partial-width street to the minimum standards set forth above, or a combination of both. G. ADA: The minimum standards of this Section 3.01 apply to development such that implementation includes constructing new or upgrading existing public improvements to be ADA-compliant. 159 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 3.01 Page 139 H. Bridges / culvert crossings: 1. ROW: Required ROW shall remain such regardless of the physical width of the crossing, unless the developer obtains approval of Street Adjustment, modification through Planned Unit Development (PUD), or Variance. 2. Parking: Any parking lane(s) required by the applicable standard cross section shall remain required unless the developer obtains approval of Street Adjustment, modification through PUD, or Variance. 3. Sidewalk widths: A developer may omit from a bridge or culvert the street landscape strips, thereby resulting in curb-tight sidewalk, the minimum width of which shall be either 8 ft where there is to be no adjacent on-street parking or 9 ft where there is to be. Where the City considers a segment of a bicycle/pedestrian facility that is Class A or B to be along sidewalk, the minimum width shall widen to the class standard as applicable. Wider width shall apply where ADA per subsection G applies such that it is required. 4. Fence/railings: Where a street segment is a bridge or culvert crossing, and the public works construction code requires any pedestrian guardrail, handrail, fall protection railing, or safety railing, then it shall be decorative or ornamental (as examples, having an artistic pattern or resembling wrought iron), and a color other than black or charcoal. Any required fence at each end of railings shall be the same color(s). 5. Bridge sides: If the bridge sides are concrete, the surface shall be stamped or treated to resemble either cut stone or rough stone. I. TSP and other adopted long-range plans: Where such plans identify improvements within a Boundary Street, on the subject property of a development, or abutting a side or rear boundary of the subject property, the improvement or a proportional share of the improvement shall apply as a public improvement standard for the development. Applying a proportionate share may necessitate a developer applying to modify, adjust, or vary from a standard where and as the WDO allows. J. Off-site public improvements: To provide for the safety of the traveling public and ensure improved access to a development site consistent with Comprehensive Plan policies and WDO purposes and objectives for orderly urbanization and extension of public facilities, the Director may require off-site improvements reasonably related to a development and concurrent with it. K. Signage: A developer shall remove prohibited signage that Section 3.10.08R identifies. K.L.Significant Tree removal and preservation: See Section 3.06.07B.2c. 160 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.01 Page 148 3.01.05 Street Layout A. Purpose: To: 1. Implement Woodburn Comprehensive Plan Policies including those regarding avoiding dead-end streets, cul-de-sacs, and out-of-direction travel; 2. Implement the TSP including the Figure 6 “Local Street Connectivity Plan”; 3. Shorten out-of-direction travel for emergency responders; 4. Lessen physical vehicular access to the end of a street stub (from adjacent unimproved land where there is no driveway) that damages an improved street such as by demolishing curb or sidewalk or dragging dirt, mud, or gravel onto an improved street; 5. Not allow outer areas of the city to have street networks so sparse such that a few major thoroughfares are burdened with almost all vehicular traffic; 6. Encourage constructing new means of public access across on-site or adjacent creeks or creek tributaries; 7. Prompt developers to construct alleys or shared rear lanes where they can serve for vehicular travel and access as well as and at less expensive construction cost than public streets; and 8. Allow off-street public bicycle/pedestrian facilities to substitute for a public street, such as an Internal Street, where justified. B. Termination of Streets and Off-Street Bicycle/Pedestrian Facilities 1. Cul-de-sac Streets a. The maximum length of a cul-de-sac street shall be 250 feet. Cul-de-sac length shall be measured along the center line from the nearest right-of-way line of the nearest intersecting street, to the point of curvature of the cul-de-sac bulb. b. The minimum radius of a cul-de-sac bulb right-of-way shall be 55 feet. c. The minimum improved street radius of a cul-de-sac shall be the number of feet per OFC Figure D103.1 or as amended plus the number that fits curb, planting strip and sidewalk. d. The Director may require bikeway and pedestrian facilities to connect from one cul-de-sac to an adjacent cul-de-sac or street, except where the cul-de-sac abuts developed property, or where the Director determines that there is no need for a connection. 2. Temporary Dead End Streets Streets extensions that result in temporary dead end streets, or stub streets, shall: a. Be extended to the adjoining land when it is necessary to give access to, or permit, a future division of adjoining land; b. Require a barricade at the end of the street to be installed and paid for by the property owners. It shall not be removed until authorized by the City of Woodburn. c. Have an all-weather sign at the temporary street terminus, installed by the 161 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.01 Page 149 property owners, that states: “This Street is Planned for Future Extension”. d. If the Public Works Director in writing requires, provide either a one foot-reserve strip deeded to the City, or an alternative method for limiting access approved by the City, at the temporary end of the right-of-way. 3. Continuity of Off-Street Bicycle/Pedestrian Facilities Public bikeway and pedestrian facilities, other than those incorporated in a street right- of-way, shall either: a. Provide for a continuous system, with each segment originating and terminating with a connection to a public street, a public alley, a shared rear lane, a greenway, a public park, or to a designated activity center; or b. Provide stubbed facilities to not preclude subsection and that may extend beyond the limits of an approved development, when such a public facility has been required by the decision-maker. C. Block Standards 1. Block length shall not be less than 200 feet and not more than 600 feet, except where street location is precluded by any of the following; a. Natural topography, wetlands, significant habitat areas or bodies of water, or pre- existing development; b. Blocks adjacent to arterial streets, limited-access highways, collectors or railroads; c. Residential blocks in which internal public circulation provides equivalent access. 2. In any block that is longer than 600 feet, as measured from the right-of-way line of the street to the right-of-way line of the adjacent street, a bikeway/ pedestrian facility shall be required through and near the middle of the block. 3. On any block longer than 1,200 feet, corridors per Section 3.01.07 and 3.01.08 may be required through the block at 600 foot intervals. 4. In a proposed development including partition and subdivision, or where redevelopment potential exists and a street connection is not proposed, one or more off-street bicycle/pedestrian facilities may be required as partition or subdivision connection paths or shortcut paths to connect a cul-de-sac or other public street to other public streets, to other bicycle/pedestrian facilities, or to adjoining land to allow for future connections. D. Street Access Residential development subject to either OFC Section D106 (100 or more multiple-family dwellings) or D107 (30 or more single-family or duplex dwellings) shall comply. Where applicability of either section to a residential development is unclear, then the presumptive standard shall be that if a development has 30 or more dwellings, it shall have two or more means of public access to any of a street, alley, or shared rear lane if a shared rear lane has a public access easement. E. Alleys and Shared Rear Lanes: 1. Purpose: To use alleys and shared rear lanes as a means of access management for the same purposes that Section 3.04.03A lists and to have developers to construct public 162 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.01 Page 150 alleys and shared rear lanes where they can serve for vehicular travel and access as well as and at less expensive construction cost than public streets. 2. Cross section: The alley standard cross section is Figure 3.01J. 3. For development within the RSN and RMN zoning districts, see the standards in Section 2.05.04B. For development that is outside those districts and is specifically planned unit development, see the standards in Section 3.09.06C. F. Local street connectivity plan: 1. Purpose: To implement Woodburn Comprehensive Plan policies and TSP Figure 6 “Local Street Connectivity Plan” and related plan text and serve purposes to improve access and circulation for walking, cycling, and rolling along as well as driving and to have developers bring about extended and new local class streets. 2. Applicability: Applicable to a development where TSP Figure 6 indicates a future street corridor into, through, along, or near a development. The Director may determine what the word “near” means. 3. Standards: a. Cross section: Based on Section 3.01.04B.1, the presumptive minimum width shall be 70 feet for a full width future street corridor or 35 feet for a half-street corridor. The Director may establish a wider standard if more than a half-street width but less than full width is within the development. b. Extent: The presumptive minimum extent begins at an existing street and either connects to a different street or protects future connection. The Director may determine extent of a street connection by considering factors including: TSP Figures 2, 8 & 9; An applicable off-street bicycle/pedestrian facility in or adjacent to a development; Access management per Section 3.04; Existing and future bus transit; Proximity to parks and public schools; Context of developments in the vicinity; Whether a development is in a region within the UGB that has a sparse street network; The layout of regional public potable water, sanitary sewer, and drainage and stormwater management lines and facilities; and Where applicable, the ability of development to conform to subsection D above regarding two means of public access. (10) Where applicable, the RCWOD that Section 2.05.05 regulates. c. Future street corridor: Within the width and extent of a future street corridor where there is a street reservation easement instead of ROW, a developer shall not build buildings, install, mount, or place pre-fabricated buildings, or construct free- standing walls or structures such as carports and trash and recycling enclosures. 163 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.01 Page 151 d. Subsurface/underground: The Public Works Director may direct a developer’s arrangement of private utility lines and facilities if and where they pass under a future street corridor. 4. Implementation: The City may implement this section in concert with Section 3.01 at large by using any of full, wider than half-street, half-street, or narrower than half-street ROW dedication. The City may instead or also use any of off-street PUE dedication or dedication of other types of public easements to identify, memorialize, and reserve future street corridors in place of ROW dedication. Where an easement or easements substitute for ROW, a public easement as a street reservation easement shall include text that identifies and memorializes the future street corridor and makes apparent the easement purpose. The Director may apply this subsection F when administering a street reservation for a street that TSP Figure 2 classifies as higher than local. 4.5. Significant Tree removal and preservation: See Section 3.06.07B.2c. 3.01.06 Street Names A. All public streets and private manufactured dwelling park streets shall be named, after providing the Woodburn Fire District with an opportunity to review and comment. B. Public and private manufactured dwelling park streets shall be named as follows: 1. The street name shall not duplicate an existing street name, unless there is reasonable assurance the named streets will be connected in the future. 2. New streets shall be designated with the same names as existing streets only if they fall in the same grid line and there are reasonable assurances that the street will connect with another section of the numbered street. 3. Street names shall not sound like another street name or cause confusion. 4. Street names that are deliberately misspelled, frivolous, or reflect the name of the developer or family members shall not be allowed. C. Streets shall be further named with a suffix. 1. Except as indicated in the Woodburn Transportation System Plan, the following suffixes designations apply to new streets, as follows: a. North/South streets shall be designated as a “Street”, with the exception that major streets classified as an arterial in the Woodburn TSP may be designated as a “Road” or a “Highway”. b. East/West streets shall be designated as an “Avenue”, with the exception that major streets classified as an arterial in the Woodburn TSP may be designated as a “Road” or “Highway”. c. A skewed or meandering street shall be named a “Drive”. 164 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 3.06 Page 205 3.06 Landscaping The purpose of this Section is to identify the requirements for site landscaping and street landscape strips, street trees, on-site landscaping, and tree preservation and removal. Landscaping enhances the beauty of the City, provides shade and temperature moderation, mitigates some forms of air and water pollution, reduces erosion, promotes stormwater infiltration, and reduces peak storm flows. 3.06.01 Applicability 3.06.02 General Requirements 3.06.03 Landscaping Standards 3.06.04 Plant Unit Value 3.06.05 Screening 3.06.06 Architectural Walls 3.06.07 Significant Trees on Private & Removal 3.06.073.06.08Tree Protection During Construction 3.06.01 Applicability The provisions of this Section shall apply: A. To the site area for all new or expanded multiple-family dwelling and non-residential development, parking and storage areas for equipment, materials and vehicles. B. Dwellings other than multiple-family need comply only with the street tree and significant tree provisions of this Section. 3.06.02 General Requirements A. Building plans for all uses subject to landscaping requirements shall be accompanied by landscaping and irrigation plans. B. All required landscaped areas shall be irrigated unless it is documented that the proposed landscaping does not require irrigation. C. All shrubs and ground cover shall be of a size upon installation so as to attain 80% of ground coverage within 3 years. D. Installation of plant materials and irrigation specified in an approved landscaping plan shall occur at the time of development and shall be a condition of final occupancy. Should site conditions make installation impractical, an acceptable performance guarantee may be approved, subject the requirements of this Ordinance (Section 4.02.08). E. The property owner shall be responsible for maintaining all landscaping, fences, and walls in good condition, so as to present a healthy and orderly appearance. Unhealthy and dead plants shall be removed and replaced, in conformance with the original landscape plan. F. The required number of plant units shall be met by a combination of plant materials listed in this Ordinance (Table 3.06B). 165 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 208 C. Parking area landscape island standards: Landscape islands or peninsulas shall cap each aisle end to protect parked vehicles from moving vehicles, emphasize vehicular circulation patterns, and shade vehicles and pedestrians. Structured parking is exempted. 1. Each south, southwest, and west island or peninsula cap of a parking aisle shall be minimum 84 square feet within back of curbing, narrowest dimension 6 feet within back of curbing, and contain a tree. 2. Remaining islands and peninsulas shall be minimum 28 square feet within back of curbing and narrowest 2 feet within back of curbing, except where subsection 3 below supersedes. 3. There shall be no more than 10 consecutive parking spaces in a parking aisle without a mid-aisle landscape island or peninsula. For consecutive parking spaces that include one or more accessible/ADA spaces and their aisles, the maximum shall be 9 consecutive parking spaces. Mid-aisle landscape islands or peninsulas shall be to the same standards as subsection 1 above. 4. At drive aisle crossings of walkways and wide walkways that respectively Sections 3.04.06D and 3.05.02N describe, each south, southwest, and west side shall have a landscape island or peninsula to the same standards as subsection 1 above. 3.06.04 Plant Unit Value Plant Unit (PU) Value Table 3.06B Material Plant Unit (PU) Value Minimum Size 1. Significant tree 1 15 PU each 24” Diameter 2. Large tree (60-120 feet high at maturity) 1 10 PU each 10’ Height or 2” Caliper 3. Medium tree (40-60 feet high at maturity 1 8 PU each 10’ Height or 2” Caliper 4. Small tree (18-40 feet high at maturity) 1 S4 SPU each 10’ Height or 2” Caliper 166 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 214 3.06.06 Architectural Walls A. This Section shall apply to required architectural walls. B. Design Standards and Guidelines 1. An architectural wall shall meet the texture, color, and articulation requirements on the face away from the proposed development. 2. An architectural wall should meet the texture, color, and articulation requirements on the face toward the proposed development. 3. An architectural wall shall have a minimum three inch horizontal articulation of at least one linear foot of the wall of intervals not more than 40 feet; and 4. An architectural wall shall have a minimum six inch vertical articulation of at least one linear foot of the wall of intervals not more than 40 feet. 5. An architectural wall shall incorporate at least two colors. 6. An architectural wall shall have an earth tone coloration other than grey on at least eighty percent (80%) of the surface. 7. An architectural wall shall be architecturally treated with scoring, texture, or pattern on at least eighty percent (80%) of the surface. C. Retaining walls should/shall meet the texture and color requirements of architectural walls in or abutting residential districts, where the texture and color requirements apply to the visible face of the retaining wall. D. For multiple-family dwelling development, each refuse and recycling collection facility shall have a pedestrian opening minimum 3 feet, 4 inches wide in addition to the truck gates. If the pedestrian opening is gated, the gate shall swing inward. 3.06.07 Significant Tree Preservation & RemovalSignificant Trees on Private Property A. Purpose: The purposes of this Section section is are to establish processes and standards which will minimize cutting or destruction of significant trees within the City. Significant trees enhance neighborhoods by creating a sense of character and permanence. In general, significant trees on private property shall be retained, unless determined to be hazardous to life or property.: 1. Preserve significant trees as landmarks and for wayfinding; 2. Preserve tree canopy better within city limits and unincorporated territory that is the subject property of an annexation application; 3. Shade; 4. Ensure suitable tree replacement or funding of such when applicants remove trees; 5. Enhance neighborhoods by creating a sense of character and permanence; 6. Reduce urban heat island effect; 7. Retard soil erosion; 8. By requiring a permit process, increase the likelihood of persons removing trees that they or their contractors will do so safely; 167 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 215 9. Absorb stormwater and pollutants; 10. Maintain or raise value of property; 11. Distinguish between the contexts of existing development and new development or redevelopment; 12. Allow continued reasonable economic use of property; 13. Establish processes and standards that minimize injury or death of significant trees; and 1.14. Enhance the beauty of the city. B. The provisions of this Section apply to the removal of any significant tree and the replacement requirements for significant tree removal.Applicability: 1. Removal or preservation of any Significant Tree on private property, which is defined in Chapter 1.02 under “Tree, Significant”. Applicability extends to unincorporated territory that is the subject property of an Annexation application. 2. Exemptions: a. Invasive species that Table 3.06E lists. (A merely non-native species is not necessarily invasive.) b. Trees grown as product in a commercial orchard, timber forest, or tree farm. c. In the context of new development or redevelopment, trees within to-be-widened Boundary Street ROW, new street ROW, or per Section 3.01.05F a future street corridor are exempt provided that the trees are not within where a landscape strip would be per the applicable street cross section in Chapter 3.01 or a land use condition of approval. a. However, even if exemption is applicable, a removal fee or fees remain applicable, the City may still apply a land use condition of approval that requires preservation of one or more ROW trees, and regarding future street corridors in particular, removal shall not occur until construction of public improvements within such corridors necessitates it. B.C.Application type: Significant Tree Removal Permit per Section 5.01.11. Any of the following land use applications may substitute if necessary anyway and the Director uses it to administer the Significant Tree preservation and removal provisions: Conditional Use, Design Review, Planned Unit Development, Preliminary Partition or Subdivision, Riparian Corridor and Wetlands Overlay District (RCWOD) Permit, Variance, and Zoning Adjustment. Neither Grading Permit approval nor building demolition permit issuance constitute approval to remove trees.A Significant Tree Removal Permit shall be reviewed as a Type I application to authorize the removal of a significant tree, subject to the following: 1. Approval of Significant Tree Removal Permits shall be held in abeyance between November 1 and May 1, to allow inspection of the deciduous trees when fully leafed. 2. For the removal of a diseased or dangerous tree, a report from a certified arborist or an arborist approved by the City shall be submitted, certifying that the tree is dead or dying, structurally unsound, or hazardous to life or property. Formatted: Indent: Left: 0.68", No bullets or numbering Formatted: Indent: Left: 0.94", No bullets or numbering 168 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 216 3. If the Director is uncertain whether the arborist’s opinion is valid, the Director may require a second arborist's opinion, and may require that the second opinion be done at a time when trees would be fully leafed. 4. A dangerous tree may be removed prior to obtaining a permit in an emergency, and the owner shall apply within three days for the removal permit, pursuant to this Section. D. The issuance of a significant tree removal permit requires the property owner to replace each tree removed with one replacement tree. Each replacement tree shall be at least two inches in caliper. Each replacement tree shall be of a species not prohibited by this Section. The replacement tree shall be of the same size range at maturity as the significant tree replacedGeneral standards:. 1. Arborist's report: The applicant submitted an arborist’s report by a certified arborist for the tree or trees proposed for removal that is: a. Dated and identifies and provides contact information for the applicant, and if different, the arborist, and the arborist’s certification number; b. Identifies the street address or addresses of the subject property, or if none, stating such and the County tax lot number(s); c. Addresses the WDO tree removal and preservation provisions, with an applicant’s narrative able to substitute for this part of a report; d. Specifies the date or dates of inspection; e. Includes or attaches a site plan, tree plan, land survey, or other scaled drawing plotting the tree or trees at their exact locations relative to property lines and existing development, with the Director authorized to require the applicant to submit a land survey, and circling and noting the radius of each root protection zone, which Chapter 1.02 defines; f. Assigns a unique identification code or number to each tree, with the included or attached plan or drawing also doing so; g. Identifies species by both common and taxonomic names; h. Identifies whether a species is deciduous or coniferous/evergreen; i. Quantifies diameter(s) at breast height (DBH); j. Describes health and structural conditions; k. Indicates the arborist’s opinion and recommendation regarding both preservation and potential removal; l. Includes minimum two inspection photos per tree; m. Proposes how to mitigate in conformance with WDO Section 3.06.07D.2 below; and n. Where preservation is relevant, indicates whether an applicant or contractor intends to go by the prescriptive or discretionary standards of tree protection during construction per Section 3.06.08C. The Director may require a second arborist’s opinion. 169 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 217 2. Mitigation: If the City approves removal of all or a number of the trees, mitigation shall be at minimum per tree per the below. (Chapter 1.02 defines Significant Tree classes.) a. Class S: Payment of a removal fee plus either mitigation planting of minimum 1 tree or payment of a fee in lieu of tree planting. (Section 4.02.12 addresses fees in-lieu.) b. Class T: Payment of a removal fee plus either mitigation planting of minimum 2 trees or payment of a fee in lieu of one or both of the tree plantings. (Section 4.02.12 addresses fees in-lieu.) c. Species and minimum size at planting: Per Tables 3.06B & C. In the context of new development or redevelopment, mitigation trees credit towards the minimum landscaping requirements of Chapter 3.06 at large. 3. Protection: In the context of new development or redevelopment, tree protection during construction shall be per Section 3.06.08. 4. Injury: Hatracking, excessive pruning, or other fatal injury or killing of a Significant Tree that precludes the applicability of tree preservation standards is prohibited. (Chapter 1.02 defines hatracking.) 5. RCWOD: If and where the Riparian Corridor and Wetlands Overlay District is applicable and if and where Sections 2.05.05 and 3.06.07 conflict, the more stringent provision of a section shall supersede. 6. Fees: Fees are per applicable City ordinances, resolutions, and administrative fee schedules. 7. Plan review: The applicant, developer, or contractor shall submit with applications for any of Tree Removal Permit, land use, and building permit reviews information as the Director determines necessary to administer tree preservation and removal standards. Significant Tree Preservation & Removal: Exemption of Invasive Species Table 3.06E 1 Common Name Taxonomic Name 1. Cutleaf birch Betula pendula 2. Sweet cherry Prunus avium 3. Horse chestnut Aesculus hippocastanum 4. Golden chain tree Laburnum watereri 5. English hawthorn Crataegus monogyna 6. English holly Ilex aquifolium 7. English laurel Prunus laurocerasus 8. Black locust Robinia pseudoacacia 170 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 218 9. Norway maple Acer platanoides 10. Sycamore maple Acer pseudoplatanus 11. White poplar Populus alba 12. Empress/Princess tree Paulownia tomentosa 13. Tree-of-heaven Ailanthus altissima 1. The table is based on the City of Portland Bureau of Planning and Sustainability (BPS) “nuisance” plant list within the June 2016 Portland Plant List, Section 4, Ranks A-C. 171 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 219 Significant Tree Preservation & Removal: Tiers of Standards Table 3.06T 1 Development or Use Section 3.06.07 Tier of Standards 1. Existing development a. Single-family or manufactured dwelling on individual lot that is residentially zoned Tier 1 (T1) b. Undeveloped lot for which there is no land use final decision that conditions tree preservation and removal, no land use application for annexation and/or development, or no building permit application for development Tier 2 (T2) c. Any other existing development or use; 2. New development a. Infill/minor: Net total 1 to 4 dwellings on a lot with no land division involved Tier 3 (T3) b. Greenfield/major residential: Multiple- family dwellings; any number of dwellings involving land division Tier 4 (T4) c. Greenfield/major other: Any other new development or use, including mixed uses 1. Annexation with no new development: See instead Section 3.06.07J. 2. Where it would be unclear what tier would be applicable, the Director may determine. C.E. Tier 1 Standards: Where T1 is applicable per Table 3.06TA tree required by the development standards of this ordinance (Section 3.1) or as a condition of permit or land use approval shall qualify as a replacement tree. In the Neighborhood Conservation Overlay District (NCOD), the replacement tree shall be planted on the same property as the significant tree replaced. In other zones, the property owner shall choose the method of replacement. Replacement shall be accomplished by: 1. Removal criteria: The subject tree or trees are any of:Planting one tree on the subject property; a. Dead, terminally diseased, or otherwise dying. b. Posing danger or hazard of: collapse or fall, fall of a branch or branches, or fall of hard fruits onto persons outdoors, existing buildings, or one or more motor vehicles parked in a driveway that conforms with Section 3.04.04 and, where applicable, Section 3.05.02D.3. c. Rupturing underground potable water or sanitary sewer pipe or breach of existing building foundation and per the following provisions: Pipe report: For rupturing, a qualified professional evaluates the site and through a pipe report determines that there is a serious problem and recommends necessary corrective action more than pipe repair, pipe re- routing, or root barrier installation could provide and which would result in removal of the tree(s). An arborist’s report that conforms to this subsection serves as a pipe report. The Director may allow submittal of documentation 172 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 220 as an alternative to an arborist’s report or pipe report and on what terms. Foundation report: For breach, a qualified professional, such as a structural engineer, evaluates the site and through a foundation report determines that there is a serious structural problem and recommends necessary corrective action more than pruning could provide and which would result in removal of the tree(s). An arborist’s report that conforms to this subsection serves as a foundation report. The Director may allow submittal of documentation as an alternative to an arborist’s report or foundation report and on what terms. Regarding breach, and absent a foundation report: A crack or cracks are within a foundation that is either at a crawl space or part of a slab-on-stem wall, which is a slab with footings around the perimeter of the foundation. A foundation being non-structural precludes the criterion. Water seeping through the crack or cracks is a factor in support of the criterion. That the perimeter of the trunk or trunks closest to the foundation at diameter at breast height (DBH) are either 10 feet from the foundation or closer is a factor in support of the criterion. That roof gutters and downspouts above or at the foundation have been clogged and in poor condition are a factor against the criterion. 2. Exception: As a T1 exception to the general standard, an arborist’s report is not required; however, to administer mitigation the Director may require an applicant to submit documented proof of DBH measurement. 1.3. Emergency: A tree or trees that force majeure, especially a natural disaster, makes dangerous or hazardous to persons or existing buildings may be removed prior to issuance of a Tree Removal Permit if an emergency exists and a City Council emergency ordinance recognizes it or absent such ordinance, the Director recognizes it based on information to the satisfaction of the Director from the person who would remove or cause removal of the tree(s).Planting one tree at a location determined by the Woodburn Community Services Department; or 2. Paying a fee-in-lieu to the Woodburn Community Services Department for the planting of one tree at a future time by the City. F. Tier 2 Standards: Same as T1. G. The property owner shall pay a mitigation fee for each required replacement tree that is not planted pursuant to this Section. The applicant shall pay the mitigation fee into the City’s tree fund. The amount of the mitigation fee shall be established by the City Council in the Master Fee Schedule, based on the average value of a two inch caliper 173 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 221 tree available from local nurseries, plus planting costs.Tier 3 Standards: 1. Removal criteria: Same as T1, with the limits that for a building for which the City has issued a demolition permit, the part of removal criterion about existing buildings as well as removal criterion about breach of building foundation would no longer be applicable. 2. Preservation: Development shall preserve at least 33.3 percent of all Significant Trees that do not meet removal criteria, rounding any fraction less than 1.0 up to 1. Mitigation remains required for the remaining percent. 3. Deviation: Zoning Adjustment permissible for the preservation standards. H. Tier 4 Standards: 1. Removal criteria: Same as T1. 2. Preservation: Development shall preserve at least 50.0 percent of all Significant Trees that do not meet removal criteria, rounding any fraction less than 1.0 up to 1. Mitigation remains required for the remaining percent. 3. Deviation: Zoning Adjustment permissible for the preservation standards. I. [Reserved.] J. Annexation Standards: 1. Applicability: a. Territory that is the subject property of an annexation application; b. The annexation application does not come with additional land use application types or a building permit application that would allow for new development of the subject property upon annexation; and c. Any of that the applicant requests to remove trees from the territory, that field conditions are apparent that the applicant attempts removal, or that the application is silent on the matter of tree removal and preservation. 2. Removal criteria: Upon annexation application, tree removal is prohibited from the territory to be annexed until the applicant meets this Section 3.06.07. Any applicable exemption per 3.06.07B.2 remains applicable. If tree removal is proposed or attempted, the criteria would be the same as T1. 3. Preservation: Development shall preserve all Significant Trees that do not meet removal criteria, rounding any fraction less than 1.0 up to 1. 174 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 222 3.06.08 Tree Protection During Construction A. Purpose: To reduce harm by construction; keep foliage crown, branch structure and trunk clear from direct strike and injury by equipment, materials or disturbances; to preserve roots and soil in an intact and non-compacted state; to visibly identify the root protection zone in which no soil disturbance is permitted and other activities are restricted; and to lessen injury or death from ignorant or careless acts. B. Applicability: To any tree that Section 3.06.07 requires to be preserved. Proposed tree protection shall meet the requirements of subsection C below, except that the Director may approve alternate protection methods. C. Protection methods: The site or tree plan shall demonstrate that the contractor will adequately protect trees to be preserved during construction using one of the methods described below: 1. Prescriptive Standards: a. RPZ encroachment: The root protection zone (RPZ) is defined and illustrated by example in Chapter 1.02. Encroachments into each RPZ that exist prior to new development or redevelopment, including buildings, other structures, pavement and utilities, may remain. New encroachments into the RPZ are permissible if: The total area of all new encroachments is less than 25.0 percent of the remaining RPZ area when existing encroachments are subtracted; and No new encroachment is closer than half the required radius distance. See Figure 3.06A below. 175 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 223 Figure 3.06A – Permissible RPZ Encroachments Example b. Protective construction fencing: Protective construction fencing consisting of a minimum 6-foot high metal chain link construction fence, secured with 2-foot metal posts shall be established at the edge of the RPZ and permissible encroachment area. (See Figure 3.06B below.) Substitution with high-density polyethylene (HDPE) or other rolled or soft plastic construction fencing is prohibited. Any of existing building, other structures, and existing secured and stiff fencing at least 3.5 feet tall above grade can serve as protective fencing. 176 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 224 Figure 3.06B – Protective Construction Fence Panel Example When a root protection zone extends beyond the development site, protection fencing is not required to extend beyond the development site. Existing structures and/or existing secured fencing at least 3.5 feet tall can serve as the required protective fencing. c. Installation: The contractor shall install the protective construction fencing before either any ground disturbing activities including clearing and grading or the start of construction and shall remain in place until final inspection by Community Development Department staff. d. Prohibition: The following is prohibited within any RPZ: ground disturbance or construction activity including vehicle or equipment access, excluding access over existing streets or driveways; storage of equipment or materials including soil; temporary or permanent stockpiling; new buildings; new impervious surface; underground utilities; excavation or fill; and trenching or other construction activity. e. Plan review: The applicant or contractor shall submit with applications for any of Tree Removal Permit review, civil engineering plan review (led by the Public Works Department Engineering Division), grading permit review, or building permit review information as the Director determines necessary to administer standards for tree preservation and protection during construction, including a drawing or drawings necessary to constitute a tree preservation and protection plan. f. Sign posting: On each fenced enclosure, the applicant or contractor shall affix, mount, or post signage as follows: Timing: From erection of protective construction fencing to passing of building permit final inspection. (Where construction is phased with Building Division approval, passing final inspection would be for the whole of the construction phase that contains the one or more fenced enclosures.) Size: Sign face area minimum 18 by 24 inches. 177 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 225 Sign face copy: Background white, orange, amber (orangish yellow), or chartreuse (greenish yellow). Text minimum 2 inches tall. The default text is, “Tree preservation area: No construction staging or storage”, with administrative allowance for deviation per the Director. Include a Spanish translation (in italics). The Director may establish and require conformance with a sign face template and may require a detail of such template on a plan sheet. Weatherization: Lamination, enclosure within clear plastic sleeve, or printing on plastic fiberboard. Number: Minimum 1 per tree, that is, where a fenced enclosure has two or more trees, that enclosure requires two or more signs. Orientation: The sign shall face towards where construction workers and their vehicles would come when approaching the fencing. Where a fenced enclosure has two or more signs, the second and any additional signs may be spaced out along the enclosure. Sign top placed minimum height 5 feet above fence bottom. Certification of posting: Upon posting, and if there is such a form, complete and submit to the Community Development Department a certification form that each fence location has been properly posted, attaching any additional documentation that the form requires. 2. Arborist’s Discretionary Standards: When the above subsection 1 prescriptive standards are infeasible, the Director may approve alternative measures, provided that the applicant and/or contractor meet the following standards: a. The alternative RPZ is prepared by an arborist who has inspected the site and examined for each subject tree the diameter at breast height (DBH), location, and extent of root cover, evaluated for each the tolerance to construction impact based on its species and health, identified any past impacts within the root zone, and submitted a report to the Director. Such may be incorporated by revision into the arborist’s report that Section 3.06.07 required or may be a supplement to that original submitted report. b. The arborist prepared and submitted a plan providing the rationale used to demonstrate that the alternate method provides an adequate level of protection based on the findings from the site inspection. c. If the alternative methods require that the arborist be on site during construction, the applicant or contractor shall submit a copy of the arborist contract for those services prior to issuance of a Tree Removal or building permit, and a final report from the arborist documenting the inspections and verifying the viability of the tree or trees prior to final inspection by Community Development Department staff; d. If the alternative tree protection method involves alternative construction Formatted: Indent: Left: 0.88" 178 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.06 Page 226 techniques, the applicant or contractor shall submit an explanation of the techniques and materials used in terms a layperson can understand. e. The applicant or contractor shall submit a site plan sheet or sheets constituting a tree preservation and protection plan, and it shall include arborist contact information. Either the arborist shall sign the plan or the plan shall come with a document that identifies specifically the plan sheet number or numbers it accompanies and contains the affirmation or endorsement of the arborist. D. Changes to tree protection during construction: The Director may approve contractor changes to the tree protection measures during construction as a revision to a permit provided that the change does not result from unapproved, negligent, or ignorant encroachment into any RPZ, the contractor demonstrates continuing to meet tree preservation and protection standards, and the contractor completes whatever process the Building Division establishes for revision of an issued building permit where such permit type is relevant to the situation. When unapproved or negligent encroachment occurs, the City may pursue an enforcement action or other remedy per any of the WDO, other City ordinances such as Ordinance No. 2592 (August 9, 2021 or as amended), resolutions, or administrative policy. 179 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.09 Page 262 F. If the PUD plan proposes stormwater mitigation measures that exceed minimum City standards by at least 25 percent, the Commission may allow up to an additional 10 percent of the density to be transferred, upon a recommendation by the Public Works Department. G. If the PUD plan proposes other environmental, sustainability, or architectural enhancements, the Commission may allow up to an additional 10 percent of the density to be transferred, commensurate with the amount, quality, and community benefit of the enhancements. Such enhancements may include, but are not limited to, solar heating or electrical generation, community gardens, public art, mitigation of off-site stormwater, and greywater diversion. 3.09.04 Conceptual Development Plan A. PUDs require both a Conceptual Development Plan and a Detailed Development Plan. These reviews may be accomplished sequentially or as a consolidated review, at the applicant’s discretion. B. A Conceptual Development Plan shall include drawings and a narrative describing the surrounding neighborhood, existing site conditions, general development areas, phasing, land uses, building envelopes, architectural theme, landscaping and buffering, streets, bicycle and pedestrian circulation, common areas, utility locations, sign theme, and other information the Director may deem necessary to convey the concept plan. 3.09.05 Detailed Development Plan A. PUDs require both a Conceptual Development Plan and a Detailed Development Plan. These reviews may be accomplished sequentially or as a consolidated review, at the applicant’s discretion. B. No building, grading, access, or other development permit may be issued until a Detailed Development Plan has been approved for at least one phase of the project. C. Buildings shown on a Detailed Development Plan are exempt from Design Review if they are in substantial conformity to the Detailed Development Plan (see Section 3.07.01.B). D. A Detailed Development Plan shall include drawings and a narrative sufficient to demonstrate compliance with the Conceptual Development Plan and any conditions of approval previously imposed. A Detailed Development Plan shall provide specific information regarding the site layout, architecture, and proposed amenities. A Detailed Development Plan that proposes land uses not in the Conceptual Development Plan or that deviates by more than ten percent from any development standard in the Conceptual Development Plan for any phase, or that does not meet the standards of this Section shall not be approved. The applicant may request that the decision-maker approve such a plan as an amended Conceptual Development Plan. 3.09.06 Development Standards A PUD is intended to allow flexibility in the development standards of Sections 2.02 through 2.04 and 3.01 through 3.11. The Detailed Development Plan may propose modified standards without a separate Street Adjustment, Zoning Adjustment, or Variance. Any standard that the City does not accept in writing as a modification shall apply to the PUD. The development standards stated 180 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.09 Page 263 below shall not be modified through the PUD process. A. Common area and density shall comply with Table 3.09A. Common Area and Density Standards for Planned Unit Developments Table 3.09A Transfer of Density Residential Mixed-Use Common Area, Minimum Four or fewer dwelling units All undevelopable site area 6 Five or more dwelling units, or nonresidential uses 30 percent of gross site area, including all undevelopable site area 1, 5, 6 Improved Common Area, Minimum Four or fewer dwelling units None Five or more dwelling units 100 square feet per dwelling unit Nonresidential uses None None None Residential Density, Minimum (units per net acre) Sites less than 20 gross acres Pursuant to the Comprehensive Plan 2 Sites 20 or more gross acres Either pursuant to the Comprehensive Plan 2 or 15. 7 Residential Density, Maximum (units per net acre) Not specified 4 1. At least one common area shall be sized to accommodate a circle 25 feet in diameter. 2. In residential zones only. There is no minimum for non-residential zones. 3. Child care facility for 13 or more children, group home for six or more persons. 4. The maximum density is determined by setbacks, off-street parking, open space, and other requirements. Pursuant to Comprehensive Plan Policy Table 1, Note allowable densities may be increased through PUD above the maximum(s) of the base zone(s). 5. See Table 3.09B. 6. An existing or proposed golf course may count towards the common area minimum as follows: Of the 30 percent minimum, maximum 10 percent (1/3) if the course is public, 5 percent (1/6) if private, or 15 percent (half) if the course has a bicycle/pedestrian path with public easement and both connect to the course boundary at minimum two points allowing access across the course. 7. 15 is the standard if OAR [PHONE REDACTED](10) “Master Planned Community” & 660-046- 0205(2)(b) are applicable. B. Improved Common Area 1. Common areas are deemed improved if they are provided with benches, playground equipment, gazebos, picnic facilities, or similar amenities. Lawn area by itself does not constitute improvement. Trails or paths do not constitute improvement, unless they connect to the public trail system. 181 ---PAGE BREAK--- Woodburn Development Ordinance Section 3.09 Page 264 2. Common meeting or recreation rooms are deemed to be improved common areas. 3. Improved common areas are subject to the performance guarantee provisions of Section 4.02.08. C. Streets 1. A PUD shall conform to and, where possible, enhance existing or planned vehicle, pedestrian and bicycle networks, including connections and functionality. Note: See Figures 7-1 (Functional Classification Designations), 7-3 (Pedestrian Plan), and 7-4 (Bicycle Plan) of the Transportation System Plan. 2. All streets shall be public. 3. Boundary and connecting streets shall use the street sections of Section 3.01.04. 4. Internal streets may use the street sections of Section 3.01.04, or the PUD may propose other street sections, provided that the streets: a. conform to the Oregon Fire Code (see Figures 3.04C and 3.04D) b. include sidewalks, and c. are constructed to the specifications of the Public Works Department. 5. Alley / shared rear lane: Where the PUD is not within the RSN or RMN zoning district, is 3 or more acres, includes residential use, and is proposed for a total of 20 or more lots, then one or more alleys or shared rear lanes as Section 1.02 defines shall serve minimum 20 percent of all lots and tracts. D. Parking If a front setback of less than 20 feet is proposed, the requirement of Section 3.05.03 for an improved parking pad for single-family and duplex dwellings may be satisfied by on-street parking or by a common off-street parking lot. E. Signs 1. A PUD may include a sign plan to require a common architectural design and location. 2. The standards of the Mixed Use Village (MUV) zone shall apply to commercial uses in the residential zones of a Mixed-Use PUD. F. Significant Tree preservation and removal: A PUD cannot modify Sections 3.06.07 and 3.06.08. 182 ---PAGE BREAK--- Woodburn Development Ordinance Section 4.02 Page 321 C. Possible Actions at the Revocation Hearing: Depending on the situation, the City may take any of the actions described below. If the decision is to modify the permit, the City may not approve a use that is more intense than originally approved, unless the possibility of this change has been stated in the public notice. Uses or development which are alleged to have not fulfilled conditions, violate conditions or to be inconsistent with the City’s approval may be subject to the following actions: 1. The City may find that the use or development is complying with the conditions of the approval. In this case, the permit shall not be altered. 2. The City may modify the permit if it finds that the use or development does not fully comply with the conditions of approval or otherwise does not comply with what was approved, that the violations are not substantial enough to warrant revocation and that the use can comply with the original approval criteria if certain conditions are met. In this case, the City may modify the existing conditions, add new conditions to ensure compliance with the approval criteria, or refer the case to the code compliance officer for enforcement of the existing conditions. 3. The City may revoke a permit if it finds there are substantial violations of conditions or failure to implement conditions of a permit, such that the original approval criteria for the use or development are not being met. D. Effect of Revocation: In the event permit approval is revoked, the use or development becomes illegal. The use or development shall be terminated within thirty days of the date that all appeals periods have been exhausted, unless the decision provides otherwise. In the event the City Council’s decision on a revocation request is appealed, the revocation action shall be automatically stayed until the appeal is resolved. 4.02.11 Transfer of Approval Right Any final decision granted under this ordinance shall run with the land and shall transfer with ownership of the land, unless otherwise specified in the decision. Any conditions, time limits or other restrictions imposed with a decision shall bind all subsequent owners of the subject property. 4.02.12 Fees in-Lieu A. In lieu of public improvements: 1. Permissible if the Director allows, whether wholly in-lieu for one, some, or all of the kinds of required improvements or for some or all of a kind. 2. Fees in lieu of public improvements are due before either building permit application or, when and where any of Partition or Subdivision Final Plat is involved, completion of recordation with the County, specifically no later than before a City official signs a plat or re-plat Mylar per Section 5.01.06C.1. A developer may request in writing to pay later, specifically by issuance of building permit, or if the Director allows, across issuance of two or more structural building permits for the subject development. Formatted: Indent: Left: 0.36", No bullets or numbering 183 ---PAGE BREAK--- Woodburn Development Ordinance Section 4.02 Page 322 B. [Reserved.]In lieu of on-site, private improvements: 1. Same as subsection A1 above. 3.2. Administration: Per the Director. 184 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.01 Page 325 5.01.04 Grading Permit A. Purpose: The purpose of this review is to ensure that grading is in compliance with the Woodburn Storm Management Plan, Woodburn Flood Plain Ordinance, Public Works Department Construction Standards and Specifications, and the State Building Code. B. Applicability: The requirement for a grading permit applies to any of the following activities: 1. Any fill, removal, or grading of land identified within the boundaries of the regulatory floodplain, 2. Any fill, removal, or grading of land identified within the Riparian Corridor and Wetlands Overlay District (RCWOD), 3. Any fill, removal, or grading of land that requires a permit from the Oregon Department of State Lands, 4. Any fill, removal, or grading of land area that equals or exceeds one acre, or 5. Any development activity required by the WDO to submit a grading plan or permit. C. Criteria: Grading Permits shall be reviewed pursuant to the policies and standards of the Woodburn Storm Management Plan, Woodburn Flood Plain Ordinance, Public Works Construction Standards and Specifications, and State Building Code, and Section 3.06.07 "Significant Tree Preservation & Removal”, including 3.06.07C, as applicable. D. Procedure: The Director shall review the proposed grading plan to ensure compliance with City and State requirements. 5.01.05 Manufactured Dwelling Park, Final Plan Approval A. Purpose: The purpose of this review is to ensure substantial conformance of the final plan and improvements with the conditions of the Manufactured Dwelling Park Preliminary Approval, including compliance with applicable Oregon Administrative Rules. B. Criteria: 1. The final plan shall be submitted within two years of date of the initial approval. 2. The final plan shall include all information required by the preliminary approval and shall substantially conform to all conditions of the preliminary approval and applicable Oregon Administrative Rules. C. Procedures: The Director shall determine whether the final plan substantially conforms to the preliminary approval, applicable State requirements, and City ordinances. 185 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.01 Page 329 5.01.09 Riparian Corridor and Wetlands Overlay District (RCWOD) Permit A. Purpose: The purpose of this review procedure is to ensure that all grading, excavation, fill, and vegetation removal (other than perimeter mowing and other cutting necessary for hazard prevention) within a delineated, significant wetland, complies with applicable City and State standards and procedures, including those of ORS Chapter 196 and Chapter 227 and OAR 660-023. B. Criteria: 1. The applicable standards of this Ordinance and the findings and action proposed by the Division of State Lands; or 2. A finding, verified by the Division of State Lands, of error in delineation of the RCWOD boundary. C. Procedure: The Director shall review the permit and approve it upon a determination that it meets the criteria of this ordinance. 5.01.10 Sign Permit A. Purpose: The purpose of this review is to ensure that signs comply with standards found within the Sign Standards (Section 3.10). B. Criteria: Applications shall be reviewed for compliance with the sign standards of this Ordinance. C. Procedure: The Director shall review proposal signs for compliance to City regulations. 5.01.11 Significant Tree Removal Permit A. Purpose: The purpose of this review is to ensure that the removal of significant trees complies with the provisions of this Ordinance (Section 3.06.04). To ensure that the removal of Significant Trees conforms with Section 3.06.07 as well as the purposes of Section 3.06.07A. B. Applicability: Per Sections 3.06.07B & C.Criteria: Applications shall be reviewed for compliance with this Ordinance. C. Criteria and procedure: Per Section 3.06.07.Procedure: The Director shall review and approve the proposal for compliance of this Ordinance. 5.01.12 Temporary Outdoor Marketing and Special Event Permit A. Purpose: The purpose of this review is to ensure that temporary outdoor marketing or special events conform to the standards of this Ordinance (Section 2.07.17). B. Criteria: Temporary Outdoor Marketing and Special Events shall conform to all standards of this Ordinance. C. Procedure: The Director shall review the application and shall approve a permit based on compliance with this Ordinance. 186 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.03 Page 337 5.02.06 Zoning Adjustment A. Purpose: The purpose of a Type II zoning adjustment review is to provide a mechanism by which the regulations in the WDO may be adjusted if the proposed development continues to meet the intended purpose of those regulations. Adjustment reviews provide flexibility for unusual situations. They also allow for alternative ways to meet the purposes of the WDO.. B. Criteria: A zoning adjustment involves the balancing of competing and conflicting interests. The following criteria will be considered in evaluating zoning adjustments. 1. The adjustment is necessary to prevent unnecessary constraint relating to the land or structure. Factors to consider in determining whether constraint exists, include: a. Physical circumstances over which the applicant has no control, related to the piece of property involved, that distinguish it from other land in the same zone, including but not limited to lot size, shape, and topography. b. Whether the constraint was created by the applicant requesting the adjustment. 2. The zoning adjustment will not be materially injurious to adjacent properties or to the use of the subject property. Factors to be considered in determining whether development is not materially injurious include, but are not limited to: a. Physical impacts such development will have because of the adjustment, such as visual, noise, traffic and drainage, erosion and landslide hazards. b. If the adjustment concerns joint-use parking, the hours of operation for vehicle parking shall not create a competing parking demand. c. Minimal impacts occur as a result of the proposed adjustment. 3. The adjustment is the minimum deviation from the standard necessary to make reasonable use of the property; 4. The adjustment does not conflict with the Woodburn Comprehensive Plan. Factors to be considered include, but are not limited to: a. The adjustment serves to administer or implement a Woodburn Comprehensive Plan goal or policy. b. The adjustment serves to administer or implement an action item, goal, objective, policy, or strategy from an adopted long-range plan. 5. The adjustment provides an alternative to the standard that meets the relevant purposes of the WDO standard and the context of the standard. C. Maximum Adjustment permitted: 1. Lot Area: Up to a five percent reduction in the minimum lot area. 2. Lot Coverage: Up to an increase of five percent in lot coverage. 3. Front Yard Setback or Setback Abutting a Street: Up to a 10 percent reduction of a setback. 4. Side Yard Setback: Up to a 20 percent reduction in setback, but no less than a five foot setback in a RS or R1S zone or less than the requirements of the state building code, whichever is more restrictive; however, for RM and RMN zones where a building type 187 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.03 Page 338 or residential use side setback is dependent on tiers of building height, setback reduction as follows: For building height of: a. 16 feet or less, reduction to no fewer than 5 feet; b. More than 16 feet and less than 28, reduction to no fewer than 5 feet; or c. 28 feet or more, reduction to no fewer than 10 feet at the 28th foot and higher and to no fewer than 5 feet below the 28th foot. 5. Rear Yard Setback: Up to a 20 percent reduction in setback, but no less than a five foot setback, except in those zones permitting zero setbacks the minimum setback shall be either 5 feet or zero; however, for RM and RMN zones where a building type or residential use side setback is dependent on tiers of building height, setback reduction as follows: For building height of: a. 16 feet or less, reduction to no fewer than 10 feet; b. More than 16 feet and less than 28, reduction to no fewer than 18 feet above the 16th foot and higher and to no fewer than 10 feet at the 16th foot and below; or c. 28 feet or more, reduction to no fewer than 24 feet at the 28th foot and higher and, below the 28th foot, to no fewer than per 6. Lot Width: Up to a ten percent reduction. 7. Lot Depth: Up to a ten percent reduction. 8. Building Height: Up to a ten percent increase in height. 9. Parking Standards: Up to a five percent reduction in required parking spaces except no reduction in the number of handicapped vehicle parking spaces or in dimensional standards. 10. Joint-Use Vehicle Parking: Up to 20 percent of the required vehicle parking may be satisfied by joint use of the parking provided for another use. 11. Fences and Freestanding Walls: The location or height of a fence or free-standing wall, excluding the adjustment of any such facilities within a clear vision area, height limited to 16 percent increase. 12. Access management in RSN & RMN districts / alleys: Relating to Section 2.05.04B.2, reduce the minimum to no less than either 60 percent or 12 lots, whichever is greater. 13. Alley or shared rear lane widths (in any zoning district): a. ROW/tract: Reduce alley minimum ROW or shared rear lane tract width to no fewer than 16 feet. b. Pavement: Reduce minimum pavement width to no fewer than 14 feet. 14. Bicycle/pedestrian corridor width: a. Relating to Table 3.01A corridor contexts 1b & c, reduction of corridor width to no fewer than 18 feet, or where a newly granted off-street PUE along the corridor would neither cover the entire corridor width nor preclude a row of newly planted trees, then no fewer than 16 feet. b. Relating to context 3, reduction to no fewer than either 35 feet or actual extent of RCWOD relative to lot line where the actual extent is fewer than 50 feet, whichever 188 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.03 Page 339 is less. 15. Bicycle/pedestrian facility class: Relating to Section 3.01.07D, to lower from Class B to Class C. 16. PUE: a. Streetside: For each lot or tract that abuts both a street and an alley, narrowing the PUE along the street to no fewer than 3 feet minimum. b. Off-street: Narrowing to no fewer than 10 ft minimum. 17. Vision clearance area: Decreasing any Figure 3.03A sight triangles to no fewer than street intersections 20 by 20 feet, driveways at streets 5 by 5 feet limited to driveways of residential development other than of multiple-family dwellings, and any of alley and shared rear lane junction with a street to 5 by 5 feet. A developer shall submit a safety analysis stamped by a civil engineer. 18. Commercial access management: Relating to Section 3.04.03D.2, to relax the standard as the Director allows. 19. Driveway width: a. Triplex and Quadplex: To increase maximum one driveway along the lot street frontage, including both interior and corner lot contexts, to a maximum width of 24 feet. b. 5 or more dwellings or living units, school, or house of worship: To increase maximum width to either 26 feet or, if a turn pocket is included, to a total maximum of 31 feet. c. Commercial use: To increase maximum width to either 26 feet or, if a turn pocket is included, to a total maximum of 38 feet. 20. Compact parking: To raise the maximum to no more than 40 percent. 21. Drive aisle width: Relating to Table 3.05B, to narrow two-way drive aisles with parking spaces that are angled to no fewer than 20 feet or that are at 90° to no fewer than 22 feet. To narrow one-way drive aisles to no fewer than from 22 or 24 feet to 20, from 15 or 18 feet to 14, or from 12 feet to 11. 22. Lighting: Relating to Section 3.11.02B, to increase the height limit: a. For wall, to no higher than 10 feet. b. For poles within parking areas of developments other than of multiple-family dwellings, to no higher than 18 feet. c. For other poles, to no higher than 12 feet. d. For sports, to no higher than as the zoning district allows for features not used for habitation or 70 feet, whichever is less. 23. Architectural & Design Standards: Relating to Table 3.07A and for manufactured dwellings only, to adjust any standard other than minimum roof pitch and as the Director allows. 24. MUV: Relating to Table 2.03E and for side and/or rear minimum setback from property zoned other than RS, to lower to zero. 189 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.03 Page 340 24.25. Significant Tree preservation & removal: Relating to Tier 3 (T3) and Tier 4 (T4) standards, to lower the preservation minimum percentage to 25.0 percent for T3; 35.0 percent for T4; 15.0 percent for a subject property within the MUV zoning district or the Gateway CG Overlay District; or zero for a subject property within the DDC zoning district. D. Prohibited Adjustments: 1. Adjustments to the number of permitted dwellings and to the use of property shall be prohibited. 2. Standards established by Oregon Revised Statutes for manufactured dwellings and manufactured dwelling parks are non-variable. 190 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.04 Page 352 5.04 Type IV (Quasi-Judicial) Decisions 5.04 General Requirements A. The purpose of this Section is to identify what types of actions are considered Type IV decisions. Type IV decisions involve the greatest amount of discretion and require evaluation of approval standards. These decisions are heard by the Planning Commission and City Council. The process for these land use decisions is controlled by ORS 197.763. Notice of the land use application and public hearing is published and mailed to the applicant, recognized neighborhood associations and property owners. The City Council decision is the City’s final decision and is appealable to the Land Use Board of Appeals. B. To initiate consideration of a Type IV decision, a complete City application, accompanying information, and filing fee must be submitted to the Director. The Director will evaluate the application as outlined in this Section. 5.04.01 Annexation 5.04.02 Comprehensive Plan Map Change, Owner Initiated 5.04.03 Formal Interpretation of the Woodburn Development Ordinance 5.04.04 Official Zoning Map Change, Owner Initiated 5.04.01 Annexation A. Purpose: The purpose of this Type IV review is to provide a procedure to incorporate contiguous territory into the City in compliance with state requirements, Woodburn Comprehensive Plan, and Woodburn Development Ordinance. B. Mandatory Pre-Application Conference: Prior to requesting annexation to the City, a Pre- Application Conference (Section 4.01.04) is required. This provides the city an opportunity to understand the proposed annexation and an opportunity to provide information on the likely impacts, limitations, requirements, approval standards, and other information that may affect the proposal. C. Criteria: 1. Compliance with applicable Woodburn Comprehensive Plan goals and policies regarding annexation. 2. Territory to be annexed shall be contiguous to the City and shall either: a. Link to planned public facilities with adequate capacity to serve existing and future development of the property as indicated by the Woodburn Comprehensive Plan; or b. Guarantee that public facilities have adequate capacity to serve existing and future development of the property. 3. Annexations shall show a demonstrated community need for additional territory and development based on the following considerations: a. Lands designated for residential and community uses should demonstrate substantial conformance to the following: 191 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.04 Page 353 1) The territory to be annexed should be contiguous to the City on two or more sides; 2) The territory to be annexed should not increase the inventory of buildable land designated on the Comprehensive Plan as Low or Medium Density Residential within the City to more than a 5-year supply; 3) The territory proposed for annexation should reflect the City’s goals for directing growth by using public facility capacity that has been funded by the City’s capital improvement program; 4) The site is feasible for development and provides either: a) Completion or extension of the arterial/collector street pattern as depicted on the Woodburn Transportation System Plan; or b) Connects existing stub streets, or other discontinuous streets, with another public street. 5) Annexed fulfills a substantial unmet community need, that has been identified by the City Council after a public hearing. Examples of community needs include park space and conservation of significant natural or historic resources. b. Lands designated for commercial, industrial and other uses should demonstrate substantial conformance to the following criteria: 1) The proposed use of the territory to be annexed shall be for industrial or other uses providing employment opportunities; 2) The proposed industrial or commercial use of the territory does not require the expansion of infrastructure, additional service capacity, or incentives that are in excess of the costs normally borne by the community for development; 3) The proposed industrial or commercial use of the territory provides an economic opportunity for the City to diversify its economy. D. Procedures: 1. An annexation may be initiated by petition based on the written consent of: a. The owners of more than half of the territory proposed for annexation and more than half of the resident electors within the territory proposed to be annexed; or b. One hundred percent of the owners and fifty percent of the electors within the territory proposed to be annexed; or c. A lesser number of property owners. 2. If an annexation is initiated by property owners of less than half of property to be annexed, after holding a public hearing and if the City Council approves the proposed annexation, the City Council shall call for an election within the territory to be annexed. Otherwise no election on a proposed annexation is required. 3. The City may initiate annexation of an island (ORS 222.750), with or without the consent of the property owners or the resident electors. An island is an unincorporated territory surrounded by the boundaries of the City. Initiation of such an action is at the discretion of the City Council. 192 ---PAGE BREAK--- Woodburn Development Ordinance Chapter 5.04 Page 354 4. The Significant Tree preservation and removal provisions of Section 3.06.07 are applicable to unincorporated territory that is the subject property of an Annexation application. E. Zoning Designation for Annexed Property: All land annexed to the City shall be designated consistent with the Woodburn Comprehensive Plan, unless an application to re-designate the property is approved as part of the annexation process. F. The timing of public improvements is as follows: 1. Street dedication is required upon annexation. 2. Dedication of public utility easements (PUE) is required upon annexation. 3. Street improvements are required upon development. 4. Connection to the sanitary sewer system is required upon development or septic failure. 5. Connection to the public water system is required upon development or well failure. 6. Connection to the public storm drain system is required upon development. 5.04.02 Comprehensive Plan Map Change, Owner Initiated A. Purpose: The purpose of an Owner Initiated Comprehensive Map Change is to provide a process for the consideration of a change in use designation on the Woodburn Comprehensive Plan, initiated by the property owner. B. Criteria: The applicant shall demonstrate the following: 1. Proof that the current Comprehensive Plan Map is in error, if applicable. 2. Substantial evidence showing how changes in the community warrant the proposed change in the pattern and allocation of land use designations. 3. Substantial evidence showing how the proposed change in the land use designation complies with: a. Statewide Planning Goals and Oregon Administrative Rules; b. Comprehensive Plan goals and policies; and c. Sustains the balance of needed land uses within the Woodburn Urban Growth Boundary. 4. Amendments to the comprehensive plan and land use standards which significantly affect a transportation facility shall ensure that allowed land uses are consistent with the function, capacity, and level of service of the facility identified in the Transportation System Plan. This shall be accomplished by one of the following: a. Limiting allowed land uses to be consistent with the planned function of the transportation facility; or b. Amending the Transportation System Plan to ensure that existing, improved, or new transportation facilities are adequate to support the proposed land uses consistent with the requirement of the Transportation Planning Rule; or, c. Altering land use designations, densities, or design requirements to reduce demand 193 ---PAGE BREAK--- Exhibit B LA 21-03 Ordinance No. 2621 (February 26, 2024) Exhibit B Page 1 of 5 Analyses & Findings Legislative Amendment Provisions 4.01 Decision-Making Procedures … 4.01.02E. Type V Decisions (Legislative): Type V decisions involve legislative actions where the City Council enacts or amends the City’s land use regulations, comprehensive plan, Official Zoning Map or some component of these documents. Type V decisions may only be initiated by the City Council. The Planning Commission holds an initial public hearing on the proposal before making a recommendation to the City Council. The City Council then holds a final public hearing and renders a decision. Public notice is provided for all public hearings (Section 4.01.14). The City Council’s decision is the City’s final decision and is appealable to LUBA within 21 days after it becomes final. The City Council on July 26, 2021 passed Resolution No. 2175 initiating Legislative Amendment 21-03. The Planning Commission will have held a public hearing on August 10, 2023, or a later date certain, prior to making a formal recommendation to the City Council regarding LA 21-03. The provisions are met. ORS 227.186 Notice to property owners of hearing on certain zone change; form of notice; … … at least 20 days but not more than 40 days before the date of the first hearing on an ordinance that proposes to amend an existing comprehensive plan or any element thereof, or to adopt a new comprehensive plan, a city shall cause a written individual notice of a land use change to be mailed to each owner whose property would have to be rezoned in order to comply with the amended or new comprehensive plan if the ordinance becomes effective. … For purposes of this section, property is rezoned when the city: Changes the base zoning classification of the property; or Adopts or amends an ordinance in a manner that limits or prohibits land uses previously allowed in the affected zone. LA 21-03 involves none of comprehensive plan text amendment, comprehensive plan map amendment, zone change (a.k.a. rezoning). It also involved no amendment of any land uses of any of the zoning districts, including nothing that limits or prohibits land uses that zoning districts currently allow, so additional notice per Oregon Ballot Measure 56 (1998) codified in Oregon Revised Statutes (ORS) 227.186 was not applicable. Staff issued notices of public hearing pursuant to state law and Woodburn Development Ordinance (WDO) 4.01.14C & D and sent a required notice of proposed amendment to the Oregon Department of Land Conservation and Development (DLCD) on May 23, 2022, which DLCD confirmed received as agency file number 002-22. The provisions are met. 194 ---PAGE BREAK--- LA 21-03 Ordinance No. 2621 (February 26, 2024) Exhibit B Page 2 of 5 Legislative Intent The Woodburn Development Ordinance (WDO) establishes the standards that land development is required to meet, and relevance and clarity of standards is critical as the city grows. Periodic revisions and updates to the WDO are necessary and expected to comply with revisions to statutes and administrative rules, administer new and revised long-range plans, and address current issues. A winter ice storm pummeled the city and its tree canopy during Presidents’ Day weekend that was approximately February 12-15, 2021. The City Council on February 22, 2021 passed Ordinance No. 2584 that waived the tree removal fee and removed the requirement for an applicant to submit a report by a certified arborist for tree removals in the aftermath of the ice storm. This emergency ordinance was effective for three months only. N. Robert Shields, City Attorney and the Community Development Director on July 26, 2021 briefed the Council about existing WDO tree preservation and removal regulations and presented ideas about improved enforcement provisions and fines. On August 9, 2021, the Council passed Ordinance No. 2592 establishing an enhanced penalty for intentional violations of the tree permit requirements of both the WDO and the street tree ordinance. The Council on July 26, 2021 also passed Resolution No. 2175 initiating Legislative Amendment 21-03. Staff held Planning Commission workshops about LA 21-03 on: • September 23, 2021 • April 28, 2022 • July 28, 2022 • October 13, 2022 • May 11, 2023, and • July 27, 2023. The Planning Commission held a public hearing on September 28, 2023 and recommended that the City Council approve LA 21-03 and its related fees. 195 ---PAGE BREAK--- LA 21-03 Ordinance No. 2621 (February 26, 2024) Exhibit B Page 3 of 5 The strikethrough-and-underline edits related to tree preservation and removal are based on: 1. Existing regulations being limited to existing properties and totally lacking inclusion of new developments, resulting in ad hoc Significant Tree preservation efforts by Community Development Department staff development by development; 2. Difficulties posed by existing listed reasons to remove trees from existing properties being too lax and too open to interpretation, complicating fair and predictable administration of regulations relevant to Significant Tree Removal Permit applications; 3. Daily, in-depth Community Development Department staff experience with review of land use applications and land developments; 4. Needing to revise and add definitions to the WDO to administer revised Significant Tree preservation and removal regulations; 5. Revising and adding preservation and removal regulations that are clearer and more objective; 6. Revising and adding regulations that are tailored to context, that of existing properties and of new developments or redevelopments, through “tiers” of regulations; 7. Establishing a tier for new developments of houses and “middle housing” that is less stringent than for other new developments – out of abundance of caution and consistency of how the WDO regulates such housing types relative to the middle housing mandate resulting from 2019 Oregon House Bill 2001 (HB 2001), Oregon Department of Land Conservation and Development (DLCD) rule-making resulting in Oregon Administrative Rules (OAR) 660-046, and the subsequent LA 21-02 amendment adopted as Ordinance No. 2602 (June 2022), though staff believes that for tree preservation and removal regulations neither statute nor ORS requires such; 8. Being more stringent for new developments and redevelopments than for existing properties; 9. Being more lax with homeowners than landlords; 10. Anticipating and lessening conflict of tree preservation with Transportation System Plan (TSP) long-range planning through Figures 2 “Functional Roadway Classification” & 6 “Local Street Connectivity Plan” for extended and new streets and WDO 3.01 requirements for extended and new rights-of-ways (ROWs) and street improvements; 11. Adapting the best relevant parts of City of Portland, Oregon Title 11 “Trees”, particularly the following Chapters amended by City of Portland Ordinance No. 191030 effective November 11, 2022: o 11.50.040 “Tree Preservation Standards”, o 11.50.070 “Tree Plan Submittal Requirements”, and o 11.60.030 “Tree Protection Specifications”; 12. Exempting from scrutiny the same invasive species as found in the City of Portland Bureau of Planning and Sustainability (BPS) “nuisance” plant list within the June 2016 Portland Plant List, Section 4, Ranks A-C – species that are not merely non-native; 13. Anticipating and regulating tree removal for territory under review for annexation into city limits; 196 ---PAGE BREAK--- LA 21-03 Ordinance No. 2621 (February 26, 2024) Exhibit B Page 4 of 5 14. Anticipating and providing for reasonable situations warranting exemption from preservation and for emergencies; and 15. Responding to direction from the Planning Commission across at least six workshops. Note that separate ordinances that the Public Works Department administers regulate maintenance and removal of existing street trees, the ones found in rights-of-way (ROWs), usually within landscaped strips between curbs and sidewalks. The WDO already regulates additional street trees that developers are to plant. This amendment project scope excludes existing and new street trees and is limited to off-street trees (on private property). Among the Council 2019-21 strategic goals, two appear relevant to this amendment project: • “Create an inclusive environment where residents participate and are engaged in the community (that is vibrant, safe and active).” A way to serve the goal is strengthening standards that preserving off-street trees (on private property), which are larger and taller the longer they remain. Preserved trees create an environment that is attractive, calming, cooling, and hospitable to wildlife. This in turn, particularly during summer and especially during heat waves, helps cool the town and give people confidence they can travel outdoors, keeping up personal physical activity, being safer from heat injuries, and more likely to engage with other people. • “Grow and support strategic partnerships for economic health.” A way to serve the goal is strengthening tree preservation standards for both existing and new developments to shade those walking and provide them protection from passing vehicles, calm those driving, help spatially define streets through canopy, absorb stormwater and pollutants, reduce the urban heat island effect, raise value of property, and maintain wildlife habitat. Preserving trees, which are larger and taller the longer they remain, create an environment that is attractive, calming, cooling, and hospitable to wildlife. This in turn would raise property values, increasing assessable value, and better attract landowner investments in property. 197 ---PAGE BREAK--- LA 21-03 Ordinance No. 2621 (February 26, 2024) Exhibit B Page 5 of 5 It seems only one Woodburn Comprehensive Plan policy is directly applicable: J-1.1 from p. 40: “Trees within designated floodplains and riparian corridors shall be preserved. Outside of designated floodplains and riparian corridors, developers should be required to leave standing trees in developments where feasible.” Major objectives are to: • Correct the defects of existing tree removal and preservation regulations revealed by the aftermath of the February 2021 ice storm, and Community Development Department staff daily, in-depth experience with review of land use applications and land developments; and • Respond well to Council direction to improve tree removal and preservation regulations as it expressed by passing Resolution No. 2175 on July 26, 2021. 198 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 TO: Honorable Mayor and City Council through City Administrator FROM: Chris Kerr, Community Development Director Colin Cortes, AICP, CNU-A, Senior Planner SUBJECT: Ordinance 2622 Updating the City Master Fee Schedule Related to Legislative Amendment LA 21-03 of the Woodburn Development Ordinance (WDO) Related to Significant Tree Removal and Mitigation RECOMMENDATION: Adopt the attached Ordinance updating the City Master Fee Schedule related to the Community Development Department Planning Division to implement fees for Significant Tree removal and mitigation following Legislative Amendment LA 21-03 of the Woodburn Development Ordinance (WDO). BACKGROUND: The City Council on February 12, 2024, directed staff to prepare an ordinance amending Ordinance No. 2433, which is the City master fee schedule, regarding tree removal and mitigation. (The Council last updated the Master Fee Schedule through Ordinance No. 2609 on April 24, 2023.) DISCUSSION: n/a FINANCIAL IMPACT: n/a Attachment(s): 1. Existing Planning Division fee schedule (2023; 2 pages) 2. Proposed Planning Division fee schedule (3 pages) 199 ---PAGE BREAK--- Attachment 1: Existing Planning Division fee schedule (2023; 2 pages) 200 ---PAGE BREAK--- City of Woodburn, Oregon: Planning Division Fee Schedule Land Use Application Type or Planning Service Fee Note Pre-Application Conference or Meeting (PRE) $685 Woodburn Development Ordinance (WDO) 4.01.13 Annexation (ANX): WDO 5.04.01 Annexation - more than 1.00 acre $5,130 Annexation - less than or equal to 1.00 acre $2,565 Appeal, Land Use: Appeal to City Council (Type III) See Note. $135 + ½ of original application fee, but maximum total $2,700. Appeal to City Council (Type II) $250 Maximum $250 per Oregon Revised Statutes (ORS) 227.175(10)(b) (2019). Comprehensive Plan Amendment: WDO 5.04.02 -more than 1.00 acre $4,700 -less than or equal to 1.00 acre $4,670 Conditional Use (CU) $5,390 WDO 5.03.01 Design Review (DR): Type I $685 WDO 5.01.02 Type II or higher: Up to 3,000 square feet (sq ft) total $6,115 WDO 5.02.03 or 5.03.02 Type II or higher: More than 3,000 and fewer $9,490 WDO 5.02.03 or 5.03.02 Type II or higher: More than 30,000 total sq ft $19,440 WDO 5.02.03 or 5.03.02 Grading Permit (GRAD) $685 WDO 5.01.04 Interpretation [of the WDO], formal (INT) $2,640 Plus costs if and as Oregon Ballot Measure 56 (1998), codified in ORS 227.186, is applicable. WDO 1.03.04, 2.01.03, & 4.02.06. Manufactured Dwelling Park: Preliminary Approval $4,710 Final Plan Approval $1,625 Modification of Conditions (MOC) See Note. $135 plus ½ of original fee for related application or consolidated applications. WDO 4.02.07. Partition (PAR): Preliminary Approval (PAR) $3,720 WDO 5.02.05 Final Plat Approval (FPAR) $1,860 WDO 5.01.06 Phasing Plan (PP) $2,145 WDO 5.03.05 Planned Unit Development (PUD): WDO 3.09 Conceptual Development Plan / Preliminary $4,480 plus $55 per lot. WDO 3.09 & 5.03.06. Design Final Plan / Detailed Development Plan $1,375 WDO 5.01.07 & 5.03.07 Final Plat Approval $3,880 WDO 5.01.06 & 5.01.07 Property Line Adjustment (PLA); Consolidation $2,025 WDO 5.01.08 Residential Architectural Standards Substitution $540 WDO 5.02.02 Riparian Corridor Wetland Overlay District $670 WDO 2.05.05 & 5.01.09 Sign Permit (SIGN): WDO 3.10 -Permanent: freestanding (includes monument and pole) $520 When an applicant applies for multiple signs for a given business, complex, development, landowner, lot, property, or tenant, each and every sign for which a sign permit is required requires fee payment. -Permanent: other than freestanding (includes wall) $115 Same as Note above. -Temporary Free Specific Conditional Use – Historically or Architecturally Significant Building $1,725 WDO 5.03.08 "Street Adjustment" (Adjustment to Street Improvement Requirements; SA): Type II $4,040 WDO 5.02.04 Type III or higher $4,560 WDO 4.01.07 & 5.03.03 Subdivision (SUB): Preliminary Approval (SUB) $5,665 plus per Note. $55 per lot. WDO 5.01.10. Final Plat Approval (FSUB) $3,880 WDO 5.01.06 & ORS 92 (2021) Telecommunication Facility, Specific Conditional Use $3,285 WDO 5.03.11 Temporary Outdoor Marketing and Special Event Permit (TMKT) $165 WDO 5.01.12 Significant Tree Removal Permit (TREE) $220 WDO 3.06.07 & 5.01.11 Variance (VAR): WDO 5.03.12 -consolidated with another land use application $3,285 -standalone application $4,695 Zone Map Amendment / Zone Change (ZC) (re- zoning) $4,615 WDO 5.04.04 Zoning Adjustment (ZA) $3,520 WDO 5.02.06 Continues next page 201 ---PAGE BREAK--- Land Use Application Type or Planning Service, cont. Fee Note Addressing Assignment, Street $220 plus per Note. If for two or more lots or tracts, then plus $4 for each subsequent lot and tract. If for apartment complex of two or more apartment buildings, then plus $4 for each subsequent apartment building. Bond or performance guarantee release or status letter $50 Applicable to such held by the Planning Division, not any by the Public Works Department. Civil engineering plan(s) (CEP) review, Planning Division review of Public Works Department permit application materials: Follows land use final decision (approval). Due upon CEP application to the Public Works Dept. Does not abrogate any fees that the Public Works Department requires through its fee schedule. -original/1st submittal $350 -2nd and successive submittal $250 Drafting of development agreement, intergovernmental agreement (IGA), or memorandum of understanding (MOU) $2,500 Development agreement: ORS 94.504 (2007). IGA, MOU: ORS 190.010 (1991). Exception to when all public improvements are due / delay or deferral of frontage/street improvements $4,695 Applicable if developer obtains Public Works Department approval of exception (delay/deferral) through WDO 3.01.02E(1) & Fee serves as exception disincentive. Expedited Land Use Review: ORS 197.360-380 (2021) - Partition (other than middle housing) $6,320 - Subdivision (other than middle housing) $9,060 - Middle Housing Land Division $9,060 ORS 197.380 (2021) Expedited review (for land use review, not building permit review) $90 per hour Distinct from “Expedited Land Use Review” above relating to statute. Subject to staff availability and as allowed by law for use. In addition to application fees based on an hourly rate for overtime. Fence permit Free WDO 2.06.02 & 5.01.03 Home occupation review Free WDO 2.07.10 Land Use Compatibility Statement (LUCS) or other jurisdictional permit sign-off $100 Extension of a development decision $685 WDO 4.02.05 Site inspection, planning & zoning Relates particularly to on-site private improvements resulting from building permit and civil/frontage/public/street improvements resulting from CEP approval. -Original/1st inspection & 2nd inspection (re- inspection) Free -3rd inspection and successive inspection $250 Transportation impact analysis (TIA) review $900 Applicable if a proposal requires a TIA per WDO 3.04.05. Recoups cost to City of transportation consultant reviews, recommendations, and public meetings participation. Significant Tree mitigation fee $250 WDO 3.06.07E.3. & F. Zoning confirmation letter / zoning verification letter $100 Planning service 1½ hours or more through meeting by appointment instead of Planning counter unscheduled service $90 per hour Applied per Director discretion. Planning counter and phone inquiry service Free Printing and copying: Mimics the Public Works fee schedule printing and copying items. Applicable only if total charge would be $10 or more. -Letter / 8½ by 11 inches black and white or grayscale 5¢ per page. (Min. 200 pages to charge.) -Letter / 8½ by 11 inches color 75¢ per page. (Min. 14 pages to charge.) -Ledger / 11 by 17 inches Twice the applicable letter rate per sheet. (B&W: min. 100 sheets to charge; color: min. 7 sheets to charge) -Plan size / 24 by 36 inches, or any large map $25 per sheet. I:\Community Development\Planning\Forms & Fee Schedule\ Ordinance No. 2609, effective 7/01/2023 202 ---PAGE BREAK--- Attachment 2: Proposed Planning Division fee schedule (3 pages) 203 ---PAGE BREAK--- City of Woodburn, Oregon: Planning Division Fee Schedule Land Use Application Type or Planning Service Fee Note Pre-Application Conference or Meeting (PRE) $685 Woodburn Development Ordinance (WDO) 4.01.13 Annexation (ANX): WDO 5.04.01 Annexation - more than 1.00 acre $5,130 Annexation - less than or equal to 1.00 acre $2,565 Appeal, Land Use: Appeal to City Council (Type III) See Note. $135 + ½ of original application fee, but maximum total $2,700. Appeal to City Council (Type II) $250 Maximum $250 per Oregon Revised Statutes (ORS) 227.175(10)(b) (2019). Comprehensive Plan Amendment: WDO 5.04.02 -more than 1.00 acre $4,700 -less than or equal to 1.00 acre $4,670 Conditional Use (CU) $5,390 WDO 5.03.01 Design Review (DR): Type I $685 WDO 5.01.02 Type II or higher: Up to 3,000 square feet (sq ft) total $6,115 WDO 5.02.03 or 5.03.02 Type II or higher: More than 3,000 and fewer than 30,000 total sq ft $9,490 WDO 5.02.03 or 5.03.02 Type II or higher: 30,000 or more total sq ft $19,440 WDO 5.02.03 or 5.03.02 Grading Permit (GRAD) $685 WDO 5.01.04 Interpretation [of the WDO], formal (INT) $2,640 Plus costs if and as Oregon Ballot Measure 56 (1998), codified in ORS 227.186, is applicable. WDO 1.03.04, 2.01.03, & 4.02.06. Manufactured Dwelling Park: Preliminary Approval $4,710 Final Plan Approval $1,625 Modification of Conditions (MOC) See Note. $135 plus ½ of original fee for related application or consolidated applications. WDO 4.02.07. Partition (PAR): Preliminary Approval (PAR) $3,720 WDO 5.02.05 Final Plat Approval (FPAR) $1,860 WDO 5.01.06 Phasing Plan (PP) $2,145 WDO 5.03.05 Planned Unit Development (PUD): WDO 3.09 Conceptual Development Plan / Preliminary $4,480 plus $55 per lot. WDO 3.09 & 5.03.06. Design Final Plan / Detailed Development Plan $1,375 WDO 5.01.07 & 5.03.07 Final Plat Approval $3,880 WDO 5.01.06 & 5.01.07 Property Line Adjustment (PLA); Consolidation $2,025 WDO 5.01.08 Residential Architectural Standards Substitution $540 WDO 5.02.02 Riparian Corridor Wetland Overlay District $670 WDO 2.05.05 & 5.01.09 Sign Permit (SIGN): WDO 3.10 -Permanent: freestanding (includes monument and pole) $520 When an applicant applies for multiple signs for a given business, complex, development, landowner, lot, property, or tenant, each and every sign for which a sign permit is required requires fee payment. -Permanent: other than freestanding (includes wall) $115 Same as Note above. -Temporary Free Specific Conditional Use – Historically or Architecturally Significant Building $1,725 WDO 5.03.08 "Street Adjustment" (Adjustment to Street Improvement Requirements; SA): Type II $4,040 WDO 5.02.04 Type III or higher $4,560 WDO 4.01.07 & 5.03.03 Subdivision (SUB): Preliminary Approval (SUB) $5,665 plus per Note. $55 per lot. WDO 5.01.10. Final Plat Approval (FSUB) $3,880 WDO 5.01.06 & ORS 92 (2021) Telecommunication Facility, Specific Conditional Use $3,285 WDO 5.03.11 Temporary Outdoor Marketing and Special Event Permit (TMKT) $165 WDO 5.01.12 Variance (VAR): WDO 5.03.12 -consolidated with another land use application $3,285 -standalone application $4,695 Zone Map Amendment / Zone Change (ZC) (re- zoning) $4,615 WDO 5.04.04 Zoning Adjustment (ZA) $3,520 WDO 5.02.06 Continues next page 204 ---PAGE BREAK--- Land Use Application Type or Planning Service, cont. Fee Note Addressing Assignment, Street $220 plus per Note. If for two or more lots or tracts, then plus $4 for each subsequent lot and tract. If for apartment complex of two or more apartment buildings, then plus $4 for each subsequent apartment building. Bond or performance guarantee release or status letter $50 Applicable to such held by the Planning Division, not any by the Public Works Department. Civil engineering plan(s) (CEP) review, Planning Division review of Public Works Department permit application materials: Follows land use final decision (approval). Due upon CEP application to the Public Works Dept. Does not abrogate any fees that the Public Works Department requires through its fee schedule. -original/1st submittal $350 -2nd and successive submittal $250 Drafting of development agreement, intergovernmental agreement (IGA), or memorandum of understanding (MOU) $2,500 Development agreement: ORS 94.504 (2007). IGA, MOU: ORS 190.010 (1991). Exception to when all public improvements are due / delay or deferral of frontage/street improvements $4,695 Applicable if developer obtains Public Works Department approval of exception (delay/deferral) through WDO 3.01.02E(1) & Fee serves as exception disincentive. Expedited Land Use Review: ORS 197.360-380 (2021) - Partition (other than middle housing) $6,320 - Subdivision (other than middle housing) $9,060 - Middle Housing Land Division $9,060 ORS 197.380 (2021) Expedited review (for land use review, not building permit review) $90 per hour Distinct from “Expedited Land Use Review” above relating to statute. Subject to staff availability and as allowed by law for use. In addition to application fees based on an hourly rate for overtime. Fence permit Free WDO 2.06.02 & 5.01.03 Home occupation review Free WDO 2.07.10 Land Use Compatibility Statement (LUCS) or other jurisdictional permit sign-off $100 Extension of a development decision $685 WDO 4.02.05 Site inspection, planning & zoning Relates particularly to on-site private improvements resulting from building permit and civil/frontage/public/street improvements resulting from CEP approval. -Original/1st inspection & 2nd inspection (re- inspection) Free -3rd inspection and successive inspection $250 Transportation impact analysis (TIA) review $900 Applicable if a proposal requires a TIA per WDO 3.04.05. Recoups cost to City of transportation consultant reviews, recommendations, and public meetings participation. Zoning confirmation letter / zoning verification letter $100 Planning service 1½ hours or more through meeting by appointment instead of Planning counter unscheduled service $90 per hour Applied per Director discretion. Planning counter and phone inquiry service Free Printing and copying: Mimics the Public Works fee schedule printing and copying items. Applicable only if total charge would be $10 or more. -Letter / 8½ by 11 inches black and white or grayscale 5¢ per page. (Min. 200 pages to charge.) -Letter / 8½ by 11 inches color 75¢ per page. (Min. 14 pages to charge.) -Ledger / 11 by 17 inches Twice the applicable letter rate per sheet. (B&W: min. 100 sheets to charge; color: min. 7 sheets to charge) -Plan size / 24 by 36 inches, or any large map $25 per sheet. Continues next page 205 ---PAGE BREAK--- Land Use Application Type or Planning Service, cont. Fee Note Significant Tree fees: WDO 3.06.07D.2 & 6 and 5.01.11 Significant Tree Removal Permit (TREE) $220 WDO 5.01.11 Tier 1 (T1): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S Free Class T Free WDO 1.02 “Tree, Significant” Fee in lieu of mitigation tree, per tree: Class S $150 Class T $150 WDO 1.02 “Tree, Significant” Tier 2 (T2): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S $200 Class T $300 WDO 1.02 “Tree, Significant” Fee in lieu of mitigation tree, per tree: Class S $150 Class T $150 WDO 1.02 “Tree, Significant” Tier 3 (T3): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S $400 Class T $600 WDO 1.02 “Tree, Significant” Fee in lieu of mitigation tree, per tree: Class S $250 Class T $500 WDO 1.02 “Tree, Significant” Tier 4 (T4): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S: Multiple-dwelling development $600 Other than multiple-dwelling development $1,200 Class T: WDO 1.02 “Tree, Significant” Multiple-dwelling development Per Note. $150 per inch of diameter at breast height (DBH) of removed tree, but capped at $6,300 Other than multiple-dwelling development Per Note. $150 per inch of diameter at breast height (DBH) of removed tree, but capped at $12,600 Fee in lieu of mitigation tree, per tree: Class S $500 Class T $950 WDO 1.02 “Tree, Significant” Annexation (ANX) context: WDO 3.06.07J Removal of tree approved for removal, per tree Per Note. Equal to highest removal fee among those for T4. I:\Community Development\Planning\Forms & Fee Schedule\ Ordinance No. 2622, effective 3/27/2024 206 ---PAGE BREAK--- Page 1 – COUNCIL BILL NO. 3243 ORDINANCE NO. 2622 COUNCIL BILL NO. 3243 ORDINANCE NO. 2622 AN ORDINANCE ADOPTING TREE REMOVAL AND MITIGATION FEES AS PART OF THE PLANNING DIVISION FEE SCHEDULE FOR INCLUSION IN THE CITY’S MASTER FEE SCHEDULE (AMENDING ORDINANCE 2433) WHEREAS, in September 1998, the City Council adopted the first Master Fee Schedule to account for the City’s reasonable costs in providing special services; and WHEREAS, under Ordinance 2433 the City stated it desired to establish a policy of recovering the full costs reasonably borne of providing services of a voluntary and limited nature, such that general taxes are not diverted from general services of a broad nature and thereby utilized to subsidize unfairly and inequitably such special services; and WHEREAS, under the current Planning Division Fee Schedule, the City provides for a permit fee to be charged by City staff to process a permit for the removal of Significant Trees, but there is not further financial fee structure around the removal of such trees; and WHEREAS, as part of the Council’s recent decision to amend the Woodburn Development Ordinance through Legislative Amendment LA 21-03 related to significant tree preservation, removal, and mitigation, the Council determined it to be in the City’ best interest to also update the correlating fee structure for tree removal fees; thereby, establishing a tiered pricing system that will both encourage preservation and provide financial mitigation options for tree removals; and WHEREAS, pursuant to ORS 294.160, at its meeting on February 26, 2024, the City Council provided an opportunity for interested persons to comment on the enactment of this Ordinance and its proposed fee increases; NOW, THEREFORE, THE CITY OF WOODBURN ORDAINS AS FOLLOWS: Section 1. The schedule of Community Development, Planning Division fees and charges affixed and incorporated as Attachment is hereby adopted by the City, repealing the previously adopted Planning Division Fee Schedule (Ordinance 2609, effective July 1, 2023), and shall be included in the City’s Master Fee Schedule. 207 ---PAGE BREAK--- Page 2 – COUNCIL BILL NO. 3243 ORDINANCE NO. 2622 Approved as to form: City Attorney Date Approved: Frank Lonergan, Mayor Passed by the Council Submitted to the Mayor Approved by the Mayor Filed in the Office of the City Recorder ATTEST: City Recorder City of Woodburn, Oregon 208 ---PAGE BREAK--- Attachment A: Planning Division fee schedule (3 pages) 209 ---PAGE BREAK--- City of Woodburn, Oregon: Planning Division Fee Schedule Land Use Application Type or Planning Service Fee Note Pre-Application Conference or Meeting (PRE) $685 Woodburn Development Ordinance (WDO) 4.01.13 Annexation (ANX): WDO 5.04.01 Annexation - more than 1.00 acre $5,130 Annexation - less than or equal to 1.00 acre $2,565 Appeal, Land Use: Appeal to City Council (Type III) See Note. $135 + ½ of original application fee, but maximum total $2,700. Appeal to City Council (Type II) $250 Maximum $250 per Oregon Revised Statutes (ORS) 227.175(10)(b) (2019). Comprehensive Plan Amendment: WDO 5.04.02 -more than 1.00 acre $4,700 -less than or equal to 1.00 acre $4,670 Conditional Use (CU) $5,390 WDO 5.03.01 Design Review (DR): Type I $685 WDO 5.01.02 Type II or higher: Up to 3,000 square feet (sq ft) total $6,115 WDO 5.02.03 or 5.03.02 Type II or higher: More than 3,000 and fewer than 30,000 total sq ft $9,490 WDO 5.02.03 or 5.03.02 Type II or higher: 30,000 or more total sq ft $19,440 WDO 5.02.03 or 5.03.02 Grading Permit (GRAD) $685 WDO 5.01.04 Interpretation [of the WDO], formal (INT) $2,640 Plus costs if and as Oregon Ballot Measure 56 (1998), codified in ORS 227.186, is applicable. WDO 1.03.04, 2.01.03, & 4.02.06. Manufactured Dwelling Park: Preliminary Approval $4,710 Final Plan Approval $1,625 Modification of Conditions (MOC) See Note. $135 plus ½ of original fee for related application or consolidated applications. WDO 4.02.07. Partition (PAR): Preliminary Approval (PAR) $3,720 WDO 5.02.05 Final Plat Approval (FPAR) $1,860 WDO 5.01.06 Phasing Plan (PP) $2,145 WDO 5.03.05 Planned Unit Development (PUD): WDO 3.09 Conceptual Development Plan / Preliminary $4,480 plus $55 per lot. WDO 3.09 & 5.03.06. Design Final Plan / Detailed Development Plan $1,375 WDO 5.01.07 & 5.03.07 Final Plat Approval $3,880 WDO 5.01.06 & 5.01.07 Property Line Adjustment (PLA); Consolidation $2,025 WDO 5.01.08 Residential Architectural Standards Substitution $540 WDO 5.02.02 Riparian Corridor Wetland Overlay District $670 WDO 2.05.05 & 5.01.09 Sign Permit (SIGN): WDO 3.10 -Permanent: freestanding (includes monument and pole) $520 When an applicant applies for multiple signs for a given business, complex, development, landowner, lot, property, or tenant, each and every sign for which a sign permit is required requires fee payment. -Permanent: other than freestanding (includes wall) $115 Same as Note above. -Temporary Free Specific Conditional Use Historically or Architecturally Significant Building $1,725 WDO 5.03.08 "Street Adjustment" (Adjustment to Street Improvement Requirements; SA): Type II $4,040 WDO 5.02.04 Type III or higher $4,560 WDO 4.01.07 & 5.03.03 Subdivision (SUB): Preliminary Approval (SUB) $5,665 plus per Note. $55 per lot. WDO 5.01.10. Final Plat Approval (FSUB) $3,880 WDO 5.01.06 & ORS 92 (2021) Telecommunication Facility, Specific Conditional Use $3,285 WDO 5.03.11 Temporary Outdoor Marketing and Special Event Permit (TMKT) $165 WDO 5.01.12 Variance (VAR): WDO 5.03.12 -consolidated with another land use application $3,285 -standalone application $4,695 Zone Map Amendment / Zone Change (ZC) (re- zoning) $4,615 WDO 5.04.04 Zoning Adjustment (ZA) $3,520 WDO 5.02.06 Continues next page 210 ---PAGE BREAK--- Land Use Application Type or Planning Service, cont. Fee Note Addressing Assignment, Street $220 plus per Note. If for two or more lots or tracts, then plus $4 for each subsequent lot and tract. If for apartment complex of two or more apartment buildings, then plus $4 for each subsequent apartment building. Bond or performance guarantee release or status letter $50 Applicable to such held by the Planning Division, not any by the Public Works Department. Civil engineering plan(s) (CEP) review, Planning Division review of Public Works Department permit application materials: Follows land use final decision (approval). Due upon CEP application to the Public Works Dept. Does not abrogate any fees that the Public Works Department requires through its fee schedule. -original/1st submittal $350 -2nd and successive submittal $250 Drafting of development agreement, intergovernmental agreement (IGA), or memorandum of understanding (MOU) $2,500 Development agreement: ORS 94.504 (2007). IGA, MOU: ORS 190.010 (1991). Exception to when all public improvements are due / delay or deferral of frontage/street improvements $4,695 Applicable if developer obtains Public Works Department approval of exception (delay/deferral) through WDO 3.01.02E(1) & Fee serves as exception disincentive. Expedited Land Use Review: ORS 197.360-380 (2021) - Partition (other than middle housing) $6,320 - Subdivision (other than middle housing) $9,060 - Middle Housing Land Division $9,060 ORS 197.380 (2021) Expedited review (for land use review, not building permit review) $90 per hour above relating to statute. Subject to staff availability and as allowed by law for use. In addition to application fees based on an hourly rate for overtime. Fence permit Free WDO 2.06.02 & 5.01.03 Home occupation review Free WDO 2.07.10 Land Use Compatibility Statement (LUCS) or other jurisdictional permit sign-off $100 Extension of a development decision $685 WDO 4.02.05 Site inspection, planning & zoning Relates particularly to on-site private improvements resulting from building permit and civil/frontage/public/street improvements resulting from CEP approval. -Original/1st inspection & 2nd inspection (re- inspection) Free -3rd inspection and successive inspection $250 Transportation impact analysis (TIA) review $900 Applicable if a proposal requires a TIA per WDO 3.04.05. Recoups cost to City of transportation consultant reviews, recommendations, and public meetings participation. Zoning confirmation letter / zoning verification letter $100 Planning service 1½ hours or more through meeting by appointment instead of Planning counter unscheduled service $90 per hour Applied per Director discretion. Planning counter and phone inquiry service Free Printing and copying: Mimics the Public Works fee schedule printing and copying items. Applicable only if total charge would be $10 or more. -Letter / 8½ by 11 inches black and white or grayscale 5¢ per page. (Min. 200 pages to charge.) -Letter / 8½ by 11 inches color 75¢ per page. (Min. 14 pages to charge.) -Ledger / 11 by 17 inches Twice the applicable letter rate per sheet. (B&W: min. 100 sheets to charge; color: min. 7 sheets to charge) -Plan size / 24 by 36 inches, or any large map $25 per sheet. Continues next page 211 ---PAGE BREAK--- Land Use Application Type or Planning Service, cont. Fee Note Significant Tree fees: WDO 3.06.07D.2 & 6 and 5.01.11 Significant Tree Removal Permit (TREE) $220 WDO 5.01.11 Tier 1 (T1): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S Free Class T Free WDO 1.02 Tree, Significant Fee in lieu of mitigation tree, per tree: Class S $150 Class T $150 WDO 1.02 Tree, Significant Tier 2 (T2): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S $200 Class T $300 WDO 1.02 Tree, Significant Fee in lieu of mitigation tree, per tree: Class S $150 Class T $150 WDO 1.02 Tree, Significant Tier 3 (T3): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S $400 Class T $600 WDO 1.02 Tree, Significant Fee in lieu of mitigation tree, per tree: Class S $250 Class T $500 WDO 1.02 Tree, Significant Tier 4 (T4): WDO Table 3.06T Removal of tree approved for removal, per tree: Class S: Multiple-dwelling development $600 Other than multiple-dwelling development $1,200 Class T: WDO 1.02 Tree, Significant Multiple-dwelling development Per Note. $150 per inch of diameter at breast height (DBH) of removed tree, but capped at $6,300 Other than multiple-dwelling development Per Note. $150 per inch of diameter at breast height (DBH) of removed tree, but capped at $12,600 Fee in lieu of mitigation tree, per tree: Class S $500 Class T $950 WDO 1.02 Tree, Significant Annexation (ANX) context: WDO 3.06.07J Removal of tree approved for removal, per tree Per Note. Equal to highest removal fee among those for T4. I:\Community Development\Planning\Forms & Fee Schedule\ Ordinance No. 2622, effective 3/27/2024 212 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 To: Honorable Mayor and City Council through City Administrator From: Chris Kerr, Community Development Director Jesse Cuomo, Community Services Director Subject: Ordinance 2623 Implementing Legislative Amendment 23-04 of the Woodburn Comprehensive Plan and Adopting the Parks and Recreation Master Plan (LA 23-04) RECOMMENDATION: Adopt the attached Ordinance to implement Legislative Amendment LA 23-04, which amends Section L of the Woodburn Comprehensive Plan and adopts the updated Parks and Recreation Master Plan. BACKGROUND: The City Council held a public hearing on February 12, 2024, and tentatively approved LA 23-04, directing staff to prepare an ordinance. DISCUSSION: n/a FINANCIAL IMPACT: n/a 213 ---PAGE BREAK--- Page - 1 - Council Bill No. 3244 Ordinance No. 2623 COUNCIL BILL NO. 3244 ORDINANCE NO. 2623 AN ORDINANCE ADOPTING AN UPDATED PARKS AND RECREATION MASTER PLAN AND ASSOCIATED AMENDMENTS TO THE WOODBURN COMPREHENSIVE PLAN (LA 23-04) WHEREAS, Oregon Revised Statute (ORS) 197 and Oregon Administrative Rule (OAR) 660-034 provide the statutes and rules that guide local governments in how they prepare, plan, adopt, amend, and revise their comprehensive plans in compliance with Statewide Planning Goal 8 – Recreational Needs; and WHEREAS, periodic revisions and updates to the Comprehensive Plan are necessary and expected to comply with statutes and administrative rules, administer new and revised long-range plans, and address current issues; and WHEREAS, the City of Woodburn entered into a contract with Conservation Technix, Inc. for planning consulting services related to drafting an updated Parks and Recreation Master Plan; and WHEREAS, the Woodburn Planning Commission held a public hearing on January 25, 2024 and unanimously recommended approval of the amendment to the City Council; and WHEREAS, the Woodburn City Council held a public hearing on February 12, 2024, and tentatively approved the legislative amendment, NOW, THEREFORE, THE CITY OF WOODBURN ORDAINS AS FOLLOWS: Section 1. The Parks and Recreation Master Plan (Exhibit A) attached hereto and incorporated herein, is hereby adopted as an element of Volume II of the Woodburn Comprehensive Plan, thereby repealing and replacing the previously adopted version of the Parks and Recreation Master Plan (Ordinance 2458, July 2009). Section 2. The City’s Comprehensive Plan goals and policies are amended as specified in Exhibit B. Amendments are shown as underlined (i.e. new text) and strikeout (i.e. deleted text). After this ordinance amendment is adopted, the Community Development Director shall update the Woodburn Comprehensive Plan to incorporate all revisions contained herein. 214 ---PAGE BREAK--- Page - 2 - Council Bill No. 3244 Ordinance No. 2623 Section 3. The legislative action taken by the Ordinance is explained and justified by the analysis and findings attached hereto and incorporated herein as Exhibit C. Approved as to form: City Attorney Date Approved: Frank Lonergan, Mayor Passed by the Council Submitted to the Mayor Approved by the Mayor Filed in the Office of the Recorder ATTEST: Heather Pierson, City Recorder City of Woodburn, Oregon 215 ---PAGE BREAK--- Parks & Recreation Master Plan JANUARY 2024 CITY OF WOODBURN Exhibit A 216 ---PAGE BREAK--- Once a small farming town, Woodburn has grown into a hub of community, industry, and retail opportunities. With free, year- round special events, miles of trails and parks to explore, Woodburn is a wonderful town to call home. Exhibit A 217 ---PAGE BREAK--- Table of Contents Acknowledgements City Council Frank Lonergan, Mayor Debbie Cabrales, Ward I Mark Wilk, Ward II Robert Carney, Ward III Sharon Schaub, Ward IV Mary Beth Cornwell, Ward V Eric Morris, Ward VI Recreation & Parks Board Richard Irish Justin May Kasi Pankey David Piper, Board Chair Ricardo Rodriguez Beronica Rios Isabella Baldisseri (Student Position) Planning Commission Debra Bartel, Position I Anabel Hernandez-Mejia, Position II Juan Bravo, Position III Lisa Ellsworth, Chair, Position IV Sharon Corning, Position V Merri Berlin, Position VI Chris Lassen, Position VII City Staff Scott Derickson, City Administrator Jim Row, Assistant City Administrator Jesse Cuomo, Community Services Director Dan Handel, City Planner Emily Duran, Events & Special Programs Manager Brian Powers, Aquatics Program Supervisor Jeff Crabtree, Parks & Facilities Maintenance Supervisor Consultant Team Conservation Technix, Inc. IZO Public Relations & Marketing JLA Public Involvement Chapter 1: Introduction & Overview 2 Chapter 2: Community Profile 10 Chapter 3: Community Engagement 17 Chapter 4: Classifications & Inventory 23 Chapter 5: Parks & Open Space 50 Chapter 6: Recreational Trails 79 Chapter 7: Recreation, Aquatics & Events 91 Chapter 8: Goals & Objectives 100 Chapter 9: Capital Planning & Implementation 108 Appendices 117 C O N T E N T S 1 Message from the Director Welcome to the 2024 Woodburn Parks and Recreation Master Plan The Parks and Recreation Master Plan (PRMP) was developed through extensive input from the community, as well as careful consideration of industry standards and trends. The PRMP represents a collaborative effort of our residents, community stakeholders, and staff who together believe in a strategic direction to achieve our goals. The Plan aims to provide a sustainable and balanced system of parks and recreation programs that are accessible and inclusive for every one of our residents to enjoy. We also believe this Plan will continue our commitment to shape the character of Woodburn and enhance the quality of life for our residents. Many of the ideas found within this document mirror emerging needs that citizens believe are important. Our collective challenge is to use this Plan as a foundation to build upon to ensure future generations will have an opportunity to enjoy an outstanding park and recreation system. It is our responsibility to strategically evaluate our facilities and operations to meet our future vision. This Plan will allow us to focus on maintaining and improving our community assets and be better equipped to meet the challenges of the future. As staff, we feel privileged to serve this tremendous community and honored to have the support of the Recreation & Parks Board with the development of the PRMP. We are especially grateful to our residents who have voiced their opinions and attended our public meetings. Our promise is to use this PRMP to continue our efforts to create a community that offers quality of life, while anticipating future community needs. Jesse Cuomo Community Service Director Exhibit A 218 ---PAGE BREAK--- Chapter 1: Introduction & Overview ACTIVE. THRIVING. ENGAGED. Purpose of the Plan The City of Woodburn 2024 Parks and Recreation Master Plan (PRMP) is an update to the 2009 Parks and Recreation Master Plan that builds on the previously completed planning work and incorporates the feedback from an extensive community engagement process conducted in 2023. This Plan creates a vision for an innovative, inclusive and interconnected system of parks, trails and open space that promotes recreation, health, environmental conservation and fiscal responsibility as integral elements of a thriving, livable Woodburn. The PRMP serves as a blueprint for the management, enhancement and growth of Woodburn’s park and recreation system. It assists in guiding decisions related to planning, developing and maintaining parks, open space and recreational facilities. This Plan also identifies priorities for recreation programs, community events and cultural activities. The 2024 PRMP provides updated system inventories, community profile, needs analyses and a comprehensive capital project list. The Plan identifies parks and recreation goals and establishes a long-range plan for the Woodburn parks and recreation system, including action items and strategies for implementation over the next ten years or more. The recommendations in this Plan are based on community input, evaluations of the existing park system, operating conditions and fiscal considerations. The PRMP is part of the City’s broader Comprehensive Plan and reflects the guidelines established by Oregon’s Statewide Planning Goal 8 on Recreation Planning. Local residents are proud of Woodburn for its sense of small town character and for what has been accomplished in the park system with modest resources, but they also are interested in improvements. This Plan documents those desires and provides a framework for addressing capital development and funding in the near-term. Introduction & Overview Chapter 1 C O N T E N T S 2 I N T R O D U C T I O N Exhibit A 219 ---PAGE BREAK--- B U I L D A N E W C O M M U N I T Y C E N T E R C O M P L E X ~ S U R V E Y R E S P O N D E N T C O N T E N T S 3 I N T R O D U C T I O N Exhibit A 220 ---PAGE BREAK--- Planning Process This PRMP represents the culmination of a year- long planning effort and reflects the community’s interests and needs for parks, open space, trails and programming. The planning process, which included a variety of public outreach activities, encouraged public engagement to inform the development of the priorities and future direction of Woodburn’s park and recreation system. Community members expressed their interests through surveys, public meetings, stakeholder discussions, online outreach, tabling events and Recreation and Parks Board meetings. In addition to community engagement, the actions identified in this Plan are based on: „ An inventory and assessment of the City’s existing park and recreation facilities to establish the system’s current performance and to identify needed maintenance and capital repair and replacement projects, and „ Service level and walkability assessments to quantify the system’s ability to serve current and future residents. The Plan’s capital improvements section and accompanying implementation strategies are intended to sustain and enhance, preserve and steward the City’s critical parks and recreation infrastructure. Department Overview The Community Services Department serves as the community’s key resource for providing parks, trails, recreation, aquatic facilities and programs, and community events and supports tourism and economic development, as well as providing an enhanced quality of life for its citizens. Thousands of participants and visitors join the many programs offered each year. There are 25 city-owned park sites totaling 135 acres and more than 4.5 miles of trails in the Woodburn park system. The park and recreation system is supported by 20.5 full-time employees in four divisions: Aquatics, Recreation, Parks & Facilities Maintenance, and Recreation Administration. „ The Aquatics division staffs the Woodburn Aquatic Center, which offers fitness, recreational and learn-to-swim programs for individuals of all ages. Facility amenities include a 10- lane swimming pool with water slide, rope swing, group exercise room, party rental room, basketball hoop, wading pool, spa, fitness equipment and saunas. „ The Recreation division offers community- wide leisure opportunities including youth and adult sports, community events, youth leadership programs, summer camps, active adult and recreation trips and community education classes. The division also coordinates and maintains active partnerships with several community partners, including YMCA of Marion and Polk Counties, Woodburn FC, Woodburn Youth Baseball and Softball, and Boys and Girls Club, in support of recreation options for the Woodburn community. „ The Parks and Facilities Maintenance division is responsible for maintaining parks, grounds, buildings and providing custodial services for City facilities. The Parks and Facilities Maintenance Supervisor reports to the Community Services Manager. City staff custodial services provides support services to departments. Commercial contracts support other facility services initiated by facilities maintenance staff. Commercially-contracted facilities maintenance services include heating, ventilation, and air-conditioning (HVAC); electrician services for both maintenance and improvements; fire protection equipment; elevator, locksmith; roofing and painting. „ Administration focuses on long-range planning, acquisition and development of park facilities, the development of park site master plans, and pursuing and administering grants. Administration provides overall support for the Department in areas of budgeting, communications, customer service, contracts and capital projects administration, among others. Additionally, the efforts of the Department are guided by the Recreation and Parks Board, a seven-member advisory group to the City Council. The Board meets to provide guidance and give recommendations on policy and issues relating to the delivery of park and recreation services. The Recreation and Parks Board is appointed by the Mayor and City Council, and members serve for three year terms. C O N T E N T S 4 I N T R O D U C T I O N Exhibit A 221 ---PAGE BREAK--- Guided by Values Woodburn’s City Council adopted its most recent annual budget in June 2022, and it reinforced the vision and priorities for the City’s future. City Council Vision Statement Woodburn will be a safe, vibrant, full-service community. Woodburn will be a community of unity, pride, and charm. It will be a sustainable, technologically advanced community with a functional multi-modal transportation system. Woodburn will thrive as a regional focus for the advancement and enjoyment of the arts, culture, leisure and recreational activities. Woodburn will be a great place to live, work and visit. Council Priorities Create an inclusive environment where residents and civic organizations participate and are engaged in the community that is vibrant, safe, and active. Promote an environment that encourages sustainable economic health maximizing our geographic, workforce, cultural, and community assets. These citywide values provided a foundation for the policies and recommendations within this Plan. Also, the Department’s mission statement provides a framework for future planning and guided the development of goals and project recommendations for this PRMP. Community Services Department Mission Statement It is the mission of the Community Services Department to build a strong sense of community and improve the quality of life for all Woodburn residents. We accomplish this mission by providing an excellent system of parks, open spaces, facilities and leisure services, as well as a strong collection of informational materials, opportunities for lifelong learning and the promotion of literacy. C O N T E N T S 5 I N T R O D U C T I O N Exhibit A 222 ---PAGE BREAK--- Accomplishments since the 2009 PRMP The 2009 Parks and Recreation Master Plan guided City officials, management and staff in making decisions about planning, operating and implementing various parks and recreation services. A majority of projects listed in the 2009 Plan have been accomplished. The following represents a short list of the major accomplishments realized following the adoption of the previous Plan: Secured over 25 acres of new parkland through purchases and developer agreements Mill Creek Greenway Trail construction (multiple phases) & trail corridor acquisitions Hazel Smith Plaza construction (in coordination with developer) Library Square playground & restrooms Woodburn Museum and Bungalow Theatre Legion Park Improvement project including, state of the art turf field, updated LED lighting, 800 person stadium, concession stand and restroom improvements and basketball, futsal and pickle-ball courts. Centennial Park playground installation Centennial Park splash pad Downtown Plaza gazebo Aquatic Center repairs C O N T E N T S 6 I N T R O D U C T I O N Exhibit A 223 ---PAGE BREAK--- Current Challenges & Future Considerations As with any citywide strategic planning effort, current community challenges provide a context for developing and assessing strategies for the future. The following macrotrends are anticipated to be important priorities over the next decade. Growth, Development & Density The City of Woodburn has witnessed tremendous growth in recent years, and the City’s population has risen nearly 40% between 2000 and 2020. By 2045, Woodburn is projected to be home to more than 31,000 residents. More residents and new development will increase the use of existing parks and facilities and increase the need for recreational spaces and experiences across the city. Rapid growth also will intensify existing community needs for safe and accessible walking and biking routes, as well as the preservation of open space and natural resources. In response, this Plan outlines several policies and projects to improve recreation facilities and parks to adapt to emerging needs, complete important connections in the City’s burgeoning trail network, and acquire or preserve open space in strategic areas. Equity, Inclusivity & Accessibility Maintaining and enhancing social equity across recreational opportunities and facilities should be a core function of municipal park and recreation systems. Through this Plan, the City of Woodburn made a concerted effort to reach out to, connect with, and engage the diversity of local communities, and the City also committed to outreach in its three major languages: English, Russian and Spanish. Through direct engagement during various community and cultural events, a three-language community survey, and live interpretation during open house meetings, the City endeavored to make all voices welcome during the PRMP process. A focus on diversity, equity and inclusion also carries into adaptive recreation programs and ongoing accessibility upgrades of parks and amenities. The City must continue to find ways to provide safe and equitable access to parks, trails, facilities, recreation programs and other services. C O N T E N T S 7 I N T R O D U C T I O N Exhibit A 224 ---PAGE BREAK--- Continued Investments in Park and Recreation System From accessible playgrounds to splash pads to connected trails to natural areas, the range of play experiences offered by the City will need to change and diversify over time. Also, the diversity of the Woodburn community will influence the needs for different or expanded recreational experiences, such as extended family gatherings, cultural programs, community events and social activities, and cultural arts, among others. The demand for new amenities also must be balanced against preserving and maintaining existing parks and natural areas. The development of new amenities may require the use or re-use of existing parkland or more parkland may be required to support the community’s evolving, future needs. The on-going planning for, and anticipated construction of, a new Woodburn Community Center will be an expansion and restoration of the existing Aquatics Center to provide a significant boon for indoor recreation and activities in Woodburn and offer a variety of gathering places for the community. Recent conversations with community members suggest a continued interest in expanding, or having access to additional, indoor recreation facilities, as well as additional spaces for classes, exhibits and multi-purpose uses. Research on recreation also provides information on how park distribution, park proximity, park facilities and conditions have an impact on people’s desire to engage in physical activity. It will be valuable to re-evaluate current park designs and maintenance policies to ensure barrier-free, engaging park environments and operational efficiencies. The City will continue to play a major role in enabling healthy lifestyles for Woodburn citizens and should continue to adapt the park and trail system and recreation offerings. Stewardship & Asset Management Established park systems require ongoing maintenance in order to safely and effectively serve the community. Public recreation providers across the country consider maintaining existing park facilities to be a key management issue. Poorly maintained assets – from benches to playgrounds to pools – can fail, either structurally or operationally, posing safety risks and reducing their recreational value. Aging infrastructure also may fail to meet community expectations or need capital upgrades to adapt to changing community interests. However, recreation providers often struggle to establish adequate funding mechanisms for routine and preventative maintenance and repair of facilities, as well as the major rehabilitation of existing outdoor recreation facilities at the end of their useful life. C O N T E N T S 8 I N T R O D U C T I O N Exhibit A 225 ---PAGE BREAK--- This Plan includes a condition assessments of City parks to provide a baseline of current conditions to inform facility, maintenance and operations policies and improvements. Proper maintenance of recreation assets will prevent deterioration, thereby reducing long-term capital and operating costs, maintaining safety, improving public perception and facilitating extended community use. Active Older Adults Older adults, ages 55 years plus, make up 29% of Woodburn’s population, and Woodburn Estates is the largest community for adults over 55 in Oregon. This indicates a potential local need for active recreation opportunities for active older adults. Nationwide, active seniors are often looking at retirement age differently, and many are transitioning to new careers, finding ways to engage with their community, and focusing on their health and fitness. To meet the needs of active older residents, Woodburn will need to consider how the City’s park and recreation facilities, programming, and partnerships can meet the needs of this growing group. Fiscal Challenges As a fast-growing city with a strong agricultural heritage, tremendous pressure exists on capital and operating funding sources for the maintenance and expansion of City services and amenities. This Plan is structured with these constraints in mind and considers listed capital projects for their potential to leverage other funding sources, affects to future maintenance and operations demands, and estimated development costs. Guiding Documents This PRMP is one of several documents that comprise Woodburn’s long-range planning and policy framework. Past community plans and other relevant documents were reviewed for policy direction and goals as they relate to parks, open space, trails, and recreation opportunities across Woodburn. „ Parks and Recreation Master Plan Update (2009) „ Mill Creek Greenway Master Plan (2007) „ Community and Aquatic Center Market Analysis (2019) „ City of Woodburn Comprehensive Plan (2022) „ Woodburn Transportation System Plan (2019) „ Highway 99E Corridor Plan (2012) Plan Contents The remainder of this Parks and Recreation Master Plan is organized as follows: „ Chapter 2: Community Profile – provides an overview of the City of Woodburn and its demographics. „ Chapter 3: Community Engagement – highlights the methods used to engage the Woodburn community in the development of the Plan. „ Chapter 4: Classifications & Inventory – describes the inventory and classifications for existing park system. „ Chapters 5: Parks & Open Space – describes community feedback, trends, local needs and potential improvements for parks and open space. „ Chapter 6: Trails – describes community feedback, local interests and potential improvements for the recreational trail network. „ Chapter 7: Recreation – describes community feedback, trends, local needs and potential improvements for recreation services, facilities and events. „ Chapter 8: Goals & Objectives – provides a policy framework for the park and recreation system grouped by major program area. „ Chapter 9: Projects & Implementation Strategies – describes a range of strategies to consider in the implementation of the Plan and details a 10- year program for addressing park and facility enhancement or expansion projects. „ Appendices: Provides technical or supporting information to the planning effort and includes a summary of the community survey, stakeholder notes, funding options, among others. C O N T E N T S 9 Exhibit A 226 ---PAGE BREAK--- Chapter 2: Community Profile COMMUNITY PROFILE Location Woodburn is a diverse community of over 26,000 residents in Marion County, Oregon. The City is located along both Interstate 5 and State Route 99 and is surrounded by the fertile farmlands of the central Willamette Valley. It offers residents a small-town feel with convenient access to both the Portland and Salem-Keizer metropolitan areas. The community is home to downtown shopping, the Woodburn Premium Outlet Mall, as well as numerous Mexican restaurants and shops, historic attractions, and popular events like Fiesta Mexicana and regional events like the Wooden Shoe Tulip Festival. Woodburn’s downtown area is centered on Front Street, just to the west of the Union Pacific rail line, and includes multiple restaurants and small stores, the Woodburn City Hall, Downtown Plaza, and Library. The Woodburn Aquatic Center and Settlemier Park are located just to the south and the Woodburn branch of Chemeketa Community College just to the east of downtown. The City has two major commercial areas, located along I-5 to the east and State Route 99E to the west. Most of the City’s residential neighborhoods, a mix of single-family, multi-family and mobile home areas, are located in between I-5 and I-99E, including Woodburn Estates, one of the state’s largest 55+ communities. The northeastern portion of the City includes Woodburn’s primary industrial areas and the MacLaren Youth Correctional Facility. Woodburn’s Engine #1785 Woodburn is a railroad town in the most fundamental way possible. The historic downtown is focused on the tracks that run through city center. In 1957, Woodburn would receive a classic 1902 built steam locomotive through donation by the Southern Pacific Railroad. Engine 1785 is part of Woodburn’s historic core, and part of local railroad heritage. It has undergone gradual but extensive changes that have transformed it into both a museum-quality exhibit and a living part of Woodburn’s landscape. Source: woodburn-or.gov ONCE A SMALL FARMING TOWN, WOODBURN HAS GROWN INTO A HUB OF COMMUNITY, INDUSTRY, AND RETAIL OPPORTUNITIES. Chapter 2 C O N T E N T S 10 C O M M U N I T Y P R O F I L E Exhibit A 227 ---PAGE BREAK--- Demographic Profile Today, Woodburn is a rapidly growing community whose population has grown by more than 25% over the past twenty years. It is home to many families with children, making up nearly four in ten households, who enjoy the recreational opportunities provided by the City’s parks and open spaces. Figure 1. Population Characteristics: Woodburn, Marion County, and Oregon State Demographics Woodburn Marion County Oregon Population Characteristics Population (2022) 1 26,468 348,616 4,281,851 Population (2010) 2 25,377 315,335 3,831,074 Population (2000) 3 20,861 284,834 3,421,399 Percent Change (2000‐22) 26.9% 22.4% 25.1% Persons with Disabilities 4 14.9% 15.0% 14.4% Household Characteristics 4 Households 8,605 121,132 1,658,091 Percent with children 36.0% 33.0% 28.2% Median Household Income $54,330 $64,880 $70,084 Average Household Size 2.49 2.76 2.99 Average Family Size 3.03 3.3 3.59 Owner Occupancy Rate 64.3% 61.2% 63.2% Age Groups 4 Median Age 38.6 37 39.6 Population < 5 years of age 6.9% 6.4% 5.3% Population < 18 years of age 28.0% 24.6% 20.8% Population 18 ‐ 64 years of age 54.1% 59.7% 61.5% Population > 65 years of age 17.9% 15.7% 17.7% Sources: 2022 Portland State University Certified Population Estimates U.S. Census Bureau, 2010 Decennial Census. U.S. Census Bureau, 2000 Decennial Census. U.S. Census Bureau, 2021 American Community Survey 5‐Year Estimates C O N T E N T S 11 C O M M U N I T Y P R O F I L E Exhibit A 228 ---PAGE BREAK--- Population After incorporation in 1889 with a population of about 400 residents, Woodburn’s population grew quickly to about 1,600 residents in 1910 as settlers moved to the area, before remaining stable through the first half of the 20th Century. Beginning in the 1940s, the Bracero Program brought thousands of Mexicans to the Willamette Valley to work on farms short of workers due to World War II. These Mexican workers, their families, and future migrants, made up the City’s early Latino population. In the 1950s, members of the Molokans religious sect moved to the Woodburn area. They encouraged fellow Old Believers, who had also broken away from the Russian Orthodox Church, to immigrate to the area. These two groups helped the City’s population more than double in the 1960s and formed the foundation for Woodburn’s large present-day Latino and Russian-language communities.5 The development of Senior Estates, now Woodburn Estates, the largest community for adults over 55 in Oregon, brought approximately 2,500 retirees to the City between 1960 and 1980. In the decades since, Woodburn’s population has continued to grow approximately 4% annually. As of the 2022 State population forecast, the City’s population was 26,468 residents. Woodburn’s urban growth boundary includes numerous agricultural and low-density residential lots that could be annexed into city limits, supporting future growth. The Portland State Population Research Center forecasts that Woodburn will grow slowly over the coming decades, at an average of about 1% per year, reaching approximately 31,121 residents by 2045. The size of a community and its anticipated growth over time are key indicators of whether existing park and recreation facilities will be sufficient to meet future needs. Population growth can also result in increased residential density and/or the development of currently vacant land within a city, potentially increasing the need for away-from-home recreation opportunities, while simultaneously reducing potential locations for park and open space acquisition. Planning for parks and recreation facilities can help ensure residents can enjoy sufficient, conveniently located parks, open space, and recreation facilities, while the community grows and evolves. Figure 2. Population Change – Actual and Projected: 1960 – 2045 3,120 7,495 11,196 13,404 20,100 24,080 27,827 31,121 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 1960 1970 1980 1990 2000 2010 2020 2030 2040 36% households with children 27% population increase (2000-2022) Increased diversity (2000-2020) C O N T E N T S 12 C O M M U N I T Y P R O F I L E Exhibit A 229 ---PAGE BREAK--- Age Group Distribution Woodburn’s population has a median age of 38.6 (2021), older than Marion County as a whole (37.0) but lower than the statewide average (39.6). Youth under 20 years of age make up the City’s largest 20-year population group, comprising 31% of the overall population in 2021. This has important implications for park and recreation needs. „ Approximately 7% of Woodburn’s population are youth under 5 years old. This group represents users of preschool and tot programs and facilities, and as trails and open space users, are often in strollers. These individuals are the future participants in youth activities. „ Children 5 to 14 years make up current youth program participants. Approximately 17% of the city’s population falls into this age range. „ Teens and young adults, age 15 to 24 years, are in transition from youth program to adult programs and participate in teen/young adult programs where available. Members of this age group are often seasonal employment seekers. About 12% percent of the city’s residents are teens and young adults. „ Adults ages 25 to 34 years are users of adult programs. About 11% of residents are in this age category, see Figure 2. These residents may be entering long-term relationships and establishing families. About 36% of households in the city are families with children. „ Adults between 35 and 54 years of age represent users of a wide range of adult programs and park facilities. Their characteristics extend from having children using preschool and youth programs to becoming empty nesters. This age group makes up 24% of Woodburn’s population. „ Older adults, ages 55 years plus, make up 29% of Woodburn’s population. This group represents users of adult and senior programs. These residents may be approaching retirement or already retired and may be spending time with grandchildren. This group also ranges from very healthy, active seniors to more physically inactive seniors. Figure 3. Age Group Distributions: 2010 & 2021 5 Under 5 years 5 to 9 years 10 to 14 years 15 to 19 years 20 to 24 years 25 to 29 years 30 to 34 years 35 to 39 years 40 to 44 years 45 to 49 years 50 to 54 years 55 to 59 years 60 to 64 years 65 to 69 years 70 to 74 years 75 to 79 years 80 to 84 years 85 years and over 10.0% 7.9% 7.4% 8.0% 6.9% 6.4% 7.8% 6.8% 7.0% 5.2% 3.9% 3.3% 3.9% 3.5% 3.0% 3.3% 3.4% 2.4% 6.9% 8.4% 8.5% 6.7% 5.6% 5.1% 5.4% 5.8% 6.8% 6.8% 4.7% 6.6% 4.9% 5.6% 4.0% 3.5% 1.5% 3.3% 2010 2021 C O N T E N T S 13 C O M M U N I T Y P R O F I L E Sources 5 woodburn/ and museum/page/woodburn-history 6 U.S. Census Bureau, 2021. Exhibit A 230 ---PAGE BREAK--- Race & Ethnicity 5 Woodburn is a diverse community whose residents predominantly identify as White or Hispanic/Latino. In 2021, 62% of the population of Woodburn identified as White, 23% as some other race not listed on Census forms, 11% as two or more races, 1.5% as Asian or American Indian and Alaskan Native (each), and 1% as Black or African American. No residents identified as Native Hawaiian or other Pacific Islander. Over half (56%) of residents identify as Hispanic or Latino of any race, with most identifying as Mexican. While Woodburn’s population has retained similar overall levels of diversity over the past decade, there has been an increase in the percentage of residents identifying as two or more races and a decline in those identifying as American Indian or Alaskan Native, see Figure 4. Figure 4. Changes in Racial Composition - 2010 to 2021 According to the 2021 American Community Survey, about 73% of Woodburn’s residents were born in the United States, with about 26% born abroad. The vast majority of foreign-born residents (90%) have lived in the U.S. for at least a decade. Approximately 55% of residents speak a language other than English at home, and significantly, over 23% speak English less than very well. Most of these residents speak Spanish. The City should continue to provide information and programming in Spanish to ensure recreation is accessible to these residents. People of color and residents who speak languages other than English may face barriers in accessing parks, recreation facilities, and activities. The City’s planning for future park and recreational opportunities should prioritize inclusivity and consider how best to meet the diverse recreational needs of its growing and vibrant community. Inclusion will not only enhance social cohesion, but also enrich the community’s overall well-being and quality of life. Persons with Disabilities 6 The 2021 American Community Survey reported 15% of Woodburn’s population (3,850 persons) have a disability that interferes with life activities. This is on par with county and state averages (14-15% each). Approximately 3% of youth under 18 years of age, 11% of adults 18 to 64, and 46% of residents over age 65 live with a disability, signaling a potential need to design inclusive parks, recreational facilities, and programs. Planning, designing, and operating a park system that facilitates participation by residents of all abilities will help ensure compliance with Title II of the Americans with Disabilities Act (ADA). In addition to ADA, there are other accommodations that people with disabilities may need to access parks and participate in recreation programs. Woodburn should consider community needs for inclusive and accessible parks, recreational facilities, programs, marketing, and communications. Household Characteristics 6 In 2019, the average household in Woodburn was 2.99 people, higher than the state (2.49) and county (2.76) average. The average family is larger, at 3.59 people. Of the 8,605 households in the City, 36% were families with children under 18, and 26% were individuals living alone. Most Woodburn households own their home on par with the average throughout Marion County while 36% rent. This ratio is indicative of the mix of housing stock in the city, which includes both single-family homes and multiple apartment complexes. Employment & Education 6 The 2021 work force population (16 years and over) of Woodburn is 19,314 Of this population, 56% percent is employed, 3% is unemployed, and 41% is not in the labor force. Residents work in a wide variety of industries - about 22% of employed residents work in manufacturing, while 16% work in the education and health care industry and 12% work in retail trade. Several other industries – professional and management services, construction, and agricultural and forestry sectors – each employ between 7 and 10 percent of workers and contribute significantly to the local economy. The majority (70%) of Woodburn residents over 25 years of age have a high school degree or higher, significantly lower than the statewide average Racial Identification 2010 7 2021 6 White 62.8% 62.0% Some other race 28.1% 23.2% Two or more races 2.3% 11.3% Asian 1.2% 1.4% American Indian and Alaska Native 5.3% 1.4% Black or African American 0.3% 0.8% Native Hawaiian and Other Pacific Islan 0.0% 0.0% Hispanic or Latino (of any race) 53.9% 56.3% C O N T E N T S 14 C O M M U N I T Y P R O F I L E Exhibit A 231 ---PAGE BREAK--- About 16% of city residents have a Bachelor’s degree or higher, lower than statewide rates Higher levels of employment and educational attainment positively correlate with both the income and health status of a community – both of which have further impacts on the use and need for park and recreation facilities, as described in the next two sections. Income & Poverty 6 A community’s level of household income can impact the types of recreational services prioritized by community members as well as their ability to pay for recreational services. In 2021, the median household income in Woodburn was $54,330. This income level was about $10,500 (19%) lower than the median income for Marion County households. Higher income households typically have an increased capacity to pay for recreation and leisure services and often face fewer barriers to participation. Approximately 21% of Woodburn households have household incomes in the higher income brackets ($100,000 and greater), lower than the county average Lower-income residents may face barriers to physical activity, including reduced access to parks and recreational facilities, a lack of transportation options, a lack of time, and poor health. Low-income residents may also be less financially able to afford recreational service fees or to pay for services, such as childcare, that can make physical activity possible. In Woodburn, 19% of households earn less than $25,000 annually, and 9% of local families live below the poverty level ($26,500 for a family of four), higher than county rates. Poverty affects 19% of youth under 18 and 14% of adults. Health Status The overall health of a community’s residents can impact their ability to participate in recreation and other physical activity and may also reflect, in part, the locality’s level of access to appropriate and convenient green spaces, recreation opportunities, and active transportation facilities. Information on the health of Woodburn’s residents is not readily available. However, according to the 2022 County Health Rankings, Marion County ranks in the higher-middle range compared to all Oregon counties for health outcomes, including length and quality of life, and the low-middle quartile for health factors like health behaviors, clinical care, social and economic factors, and the physical environment.8 In Marion County, 81% of residents have access to adequate physical activity opportunities, which is also on par with the average for all Oregon residents This suggests that the County has a reasonable number of places where residents can participate in physical activity, including parks, trails, and public or private community centers, gyms, or other recreational facilities. Approximately 37% of Marion County adults are overweight or obese, higher than the average among all Oregon adults Also, 29% of Marion County adults aged 20 and older report getting no leisure-time physical activity – a rate similar to the statewide average of 24% and the nationwide average of 26%. C O N T E N T S 15 C O M M U N I T Y P R O F I L E Sources 6 U.S. Census Bureau, 2021. 7 U.S. Census Bureau, 2010 American Community Survey, 5-year estimates. 8 Data on the health status of Marion County and Oregon State residents taken from: University of Wisconsin Population Health Institute. “Oregon Rankings Data”. County Health Rankings. Available at outcomes/overall/snapshot. Accessed January 2023. Exhibit A 232 ---PAGE BREAK--- Chapter 3: Community Engagement “Más parques recreacionales ya que Woodbury ha crecido demaciado. (More recreational parks now that Woodburn has grown so much.)” - Survey respondent 16 E N G A G E M E N T Exhibit A 233 ---PAGE BREAK--- OVER 700 PARTICIPANTS PROVIDED FEEDBACK The PRMP update utilized a range of methods to engage with and listen to the Woodburn community COMMUNITY ENGAGEMENT COMMUNITY ENGAGEMENT PLAYED AN ESSENTIAL ROLE IN DEVELOPING THE 2024 PARKS AND RECREATION PLAN UPDATE. Several outreach methods were used to connect with the community, seek their input and provide information about the Plan through convenient online and in-person activities. Public outreach methods were varied and extensive, including: „ Random-sample mail survey and online community-wide survey in English, Spanish and Russian „ One hybrid in-person/virtual public meeting „ One online open house „ Stakeholder group discussions „ Tabling and outreach at multiple community events „ Meetings with Recreation and Parks Board and City Council „ Woodburn city website with plan information and feedback opportunities „ Multiple social media postings, email notifications, and city newsletter articles Community Survey A community-wide, online survey was conducted to assess the recreational needs and priorities of Woodburn residents. The survey was available in English and Spanish, and the cover letter accompanying the printed mail survey was written in both languages and included unique QR codes to access each in-language survey online. The City mailed 2,500 surveys to randomly chosen households in Woodburn on March 16, 2023, of which 262 surveys were completed and returned (10.5% response rate, 5% margin of error). Online versions of the survey in English, Spanish and Russian were posted to the City’s website on March 27th. An additional 256 surveys were completed from the general, community-wide online surveys. In all, 518 surveys were collected, which includes 44 Spanish surveys. Parks and Recreation Master Plan Plan Maestro de Parques y Recreación Share your thoughts: Now through October 1 Comparta sus pensamientos: Desde ahora hasta el 1 de octubre bit.ly/WoodburnOOH bit.ly/WoodburnOOHespanol We want to hear from you! ¡Queremos saber de usted! Chapter 3 17 Exhibit A 234 ---PAGE BREAK--- Information about the survey was promoted through several channels, including on the City’s website, through multiple social media postings, and through direct outreach to partner organizations and recreation program participants. The survey was closed on June 3, 2023. The survey measured current levels of satisfaction and which facilities were primarily being used by residents. Residents were asked about future improvements and the types of recreational amenities they would like to see considered for the park system. Survey respondents were asked about: „ Performance and quality of programs and parks; „ Usage of city parks and recreation facilities; „ Overall satisfaction with the value of services being delivered by the city; „ Opinions about the need for various park, recreation, and trail improvements; and „ Priorities for future park and recreation services and facilities. Survey findings are highlighted below, and a more detailed discussion of results can be found in the needs assessment chapters covering parks and open space, recreation, and trails (Chapters 5 - Major Survey Findings: „ Livability: Nearly all respondents (96%) feel that public parks and recreation opportunities are important or essential to the quality of life on Woodburn. „ Usage: Park visitation is high, with 72% of respondents visiting parks or recreation facilities at least once a month. Respondents visit local parks and recreation facilities for a variety of reasons, but the most popular reason is to walk or run More than one in three respondents visit to use a playground walk a dog for fitness or exercise to relax or to attend community events or concerts „ Park Upgrades: When asked to prioritize potential improvements, community members ranked improving and upgrading existing parks as their top priority. In other questions, they called for additional walking trails, picnic areas, playgrounds, and sport courts. In open-ended responses, community members also asked for additional amenities like covered basketball courts, pickleball courts, disc golf courses, skateparks, and picnic areas. „ Walking Trails: The community seeks an expansion of walking trails and the establishment of bike paths, emphasizing the importance of connectivity between parks. Residents also specifically requested better lighting along trails, wheelchair-friendly paths, and pet-friendly trails. Provide Outdoor Splashpad 82% Support Expand Walking trails 91% Support & Top Priority Provide Off-leash Dog Park 66% Support Add Picnic Shelters 86% Support Upgraded & Additional Playgrounds 80% Support Provide Outdoor Amphitheater 81% Support „ Park Maintenance and Safety: Community members cited maintenance and safety concerns as top reasons why they do not visit more often, and written comments expressed a desire for improved maintenance and safety in existing parks. They advocated for additional cleaning and trash removal in parks, repairs to broken equipment, and increased lighting and enforcement of park rules. The complete survey summary is provided in Appendix A. C O N T E N T S 18 E N G A G E M E N T Exhibit A 235 ---PAGE BREAK--- Dual In-Person & Virtual Public Meeting On May 31, 2023, the City hosted an in-person public meeting from 7:00 - 8:30 p.m. at the Woodburn City Hall. The project team prepared a presentation and informational displays covering the major themes of the Parks Master Plan. These displays included Project Overview, Survey Highlights, Parks & Outdoor Recreation, and Investing in the Future. The meeting was conducted as a hybrid (online & in-person) event and in English and Spanish. Attendees were encouraged to talk to project team members and record their comments. City staff and project team staff engaged with participants to identify general needs and interests for park and recreation in Woodburn. Approximately 12 people attended the meeting to review materials and provide comment. A summary of comments for the first online open house is provided in Appendix B. Online Open House The City hosted a second public forum as an online open house to allow community members to participate at their convenience. On September 15, 2023, the City published an online open house in English and Spanish that was open through October 1, 2023. The online open house provided residents an opportunity to respond to a series of questions about Woodburn’s recreational opportunities and solicit input about which park and recreation amenities, services and facilities are important to them. The online open house was promoted in multiple languages via social media posts, email blasts, radio announcements and public meeting announcements. In all, 170 responses were collected. Online Open House Highlights: „ The majority want to see improved maintenance of existing facilities and parks. „ Building a community center and renovating Settlemier Park and upgrading playgrounds were the top two investment priorities. „ Most people were in favor of building a citywide trail loop, as well as building more trails in natural areas. „ Participants would like to see the following trail amenities installed: trailhead restrooms, benches along trails, and drinking fountains or water bottle filling stations. „ The majority are interested in more program offerings, in general. This included interest in more medium- or large-sized city events, more swim lesson offerings, and more affordable sports programs. A summary of responses to the second online open house is provided in Appendix C. Community Event Tabling City staff, Recreation and Parks Board members and project team members conducted a series of tabling activities at community events and festivals. Tabling occurred between July and September to build awareness of the Plan and solicit input on park and recreation program enhancements. Tabling activities were held at Fiesta Mexicana and Music in the Park events. C O N T E N T S 19 E N G A G E M E N T Exhibit A 236 ---PAGE BREAK--- Stakeholder Discussions In-person and online group discussions with external stakeholder were conducted to more broadly assess local needs and opportunities for partnership, coordination and communication. Stakeholders were identified by City staff based on their past coordination their involvement or interest in the future of recreation, park, and sport or trail facilities. Group discussions were held with participants from the Farmworker Housing Development Corporation, an English class for Spanish speakers at Chemeketa Community College, and a mix of local residents with various park and recreation interests. Many recommended development of a community center, additional sport fields and courts, splash pad, trails and playground upgrades. Other comments included interest in improved restrooms at parks, enhanced maintenance and additional parkland, in general. Specific recommendations are incorporated in the needs assessment sections (Chapters 5 – and a full summary is provided in Appendix D. Recreation and Parks Board Meetings The Recreation and Parks Board provided feedback on the development of the PRMP during three regularly scheduled public sessions during 2023. The first session occurred on February 14th, shortly after the planning project was initiated. The Board discussed the update and provided their perspectives on a vision for the system, specific challenges, opportunities and ideas about parks, trails and programs. Subsequent sessions were used to review public feedback and solicit direction from the Board on priorities and recommendations for the new Parks and Recreation Master Plan. Other Outreach In addition to the direct outreach opportunities described above, the Woodburn community was informed about the planning process through a variety of media platforms. The following methods were used to share information about the project and provide opportunities to participate and offer their comments: „ City website home page „ Parks and Recreation Master Plan project page „ Email outreach through the City’s distribution list and through partner organizations „ Social media via Facebook „ Announcements at Council and Recreation and Parks Board public meetings C O N T E N T S 20 E N G A G E M E N T Exhibit A 237 ---PAGE BREAK--- Physical Activity Benefits Residents in communities with increased access to parks, recreation, natural areas and trails have more opportunities for physical activity, both through recreation and active transportation. By participating in physical activity, residents can reduce their risk of being or becoming overweight or obese, decrease their likelihood of suffering from chronic diseases, such as heart disease and type-2 diabetes, and improve their levels of stress and anxiety. Nearby access to parks has been shown to increase levels of physical activity. According to studies cited in a 2010 report by the National Park and Recreation Association, the majority of people of all ages who visit parks are physically active during their visit. Also, the Centers for Disease Control and Prevention (CDC) reports that greater access to parks leads to 25% more people exercising three or more days per week. Community Benefits Park and recreation facilities provide opportunities to engage with family, friends, and neighbors, thereby increasing social capital and community cohesion, which can improve residents’ mental health and overall well-being. People who feel that they are connected to their community and those who participate in recreational, community and other activities are more likely to have better mental and physical health and to live longer lives. Access to parks and recreational facilities has also been linked to reductions in crime, particularly juvenile delinquency. Economic Benefits Parks and recreation facilities can bring positive economic impacts through increased property values, increased attractiveness for businesses and workers (quality of life), and through direct increases in employment opportunities. In Oregon, outdoor recreation generates $6.5 billion in consumer spending, creates 73,400 direct jobs and results in $3.6 billion in outdoor recreation wages. According to the 2021 Outdoor Recreation Satellite Account published by the Outdoor Industry Association, outdoor recreation can grow jobs and drive the economy through management and investment in parks, waters and trails as an interconnected system designed to sustain economic dividends for citizens. A number of organizations and non-profits have documented the overall health and wellness benefits provided by parks, open space and trails. The Trust for Public Land published a report called The Benefits of Parks: Why America Needs More City Parks and Open Space. This report makes the following observations about the health, economic, environmental and social benefits of parks and open space: „ Physical activity increases with access to parks. „ Contact with the natural world improves physical and physiological health. „ Value is added to community and economic development sustainability. „ Benefits of tourism are enhanced. „ Trees are effective in improving air quality and assisting with stormwater control. BENEFITS OF PARKS, RECREATION & OPEN SPACE C O N T E N T S 21 E N G A G E M E N T Exhibit A 238 ---PAGE BREAK--- C O N T E N T S 22 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 239 ---PAGE BREAK--- CLASSIFICATIONS & INVENTORY THIS CHAPTER DESCRIBES THE PARK CLASSIFICATION SYSTEM AND PROVIDES AN OVERVIEW OF THE PARKS AND OPEN SPACES IN WOODBURN. Chapter 4 C O N T E N T S 23 Classifications Parkland is classified to assist in planning for the community’s recreational needs. The classifications also reflect standards that inform development decisions during site planning, in addition to operations and maintenance expectations for the level of developed facilities or natural lands. The Woodburn park system is composed of a hierarchy of various park types, each offering recreational opportunities and natural environmental functions. Collectively, the park system is intended to serve the full range of community needs. Classifying parkland by function allows the City to evaluate its needs and to plan for an efficient, cost effective, and usable park system that minimizes conflicts between park users and adjacent uses. Several factors are considered when classifying parks: „ Specific needs in neighborhood, service area, or community; „ Suitability of a site for a particular use; C L A S S I F I C A T I O N S & I N V E N T O R Y „ Cost and effort of development; „ Possibility for public-private partnerships; and „ Operating and maintenance costs. Each park classification defines the site’s function, expected amenities, and recreational uses. The classification characteristics serve as general guidelines addressing the size and use of each park type. The following six classifications are used in Woodburn’s park system: „ Community Parks „ Neighborhood Parks „ Pocket Parks „ Open Space „ Trails / Linear Parks „ Special Use Facilities Exhibit A 240 ---PAGE BREAK--- C O N T E N T S 24 Community parks are larger parks, typically between six and 30 acres, providing a wide variety of recreation opportunities that appeal to the entire community. Typically, these sites are designed for active and passive recreation, supported by facilities such as sport fields, outdoor courts, skate parks and recreation centers. Athletic fields may be natural, turf, or a combination of surfaces, with or without field lighting. Community parks can accommodate large numbers of people and offer a wider variety of facilities than neighborhood parks, such as skate parks, volleyball, tennis courts, performance stages, dog parks and group picnic areas. These parks also may include significant natural areas and trails. For this reason, community parks require support facilities such as restrooms, parking lots and maintenance facilities. Community parks can also serve as local neighborhood parks for their immediate areas, and they may be connected to schools or other community facilities. COMMUNITY PARKS Size „ 6 to 30 acres Service Area „ 2-mile travelshed Existing Facilities „ Centennial Park „ Legion Park „ Settlemier Park Typical Amenities Passive Recreation 5 Seating 5 Casual Use Spaces 5 Internal Walking Trails 5 Water Access 5 Community Gardens 5 Unique Landscape Features 5 Natural Spaces Active Recreation 5 Creative Play Attractions 5 Playgrounds 5 Biking Trails 5 Outdoor Fitness / Exercise Facilities 5 Rectangular Fields 5 Diamond Fields 5 Basketball Courts 5 Tennis / Pickleball Courts 5 Volleyball Courts 5 Water Play Facilities 5 Individual Picnic / Sitting Areas 5 Group Picnic Areas 5 Park Shelters 5 Skateparks / Bike Skills 5 Splash Pads / Spray Parks 5 Outdoor Event Spaces 5 Off-leash Areas 5 Restrooms 5 Parking C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 241 ---PAGE BREAK--- C O N T E N T S 25 A neighborhood park is typically 0.5 to 5 acres in size, depending on a variety of factors including neighborhood need, physical location, and opportunity. Neighborhood parks are intended to serve residential areas within close proximity (up to ½-mile walking or biking distance) of the park and should be geographically distributed throughout the community. Topography and population density can influence the location of a neighborhood park. Access to neighborhood parks is mostly pedestrian, and park sites should be located such that people living within the service area can reach the park safely and conveniently. Connecting and frontage streets should include sidewalks or other safe pedestrian access. Neighborhood parks should be located along road frontages to improve visual access and community awareness of the sites. Additionally, street plans should encourage maximum connectivity and public access to park sites. These parks can offer both active and passive recreation on a limited scale, but they are used primarily for unstructured recreational activities. Amenities may include playgrounds, picnic areas, small facilities for active recreation, open lawn areas, and gathering spaces. Support facilities may include restrooms and off-street parking. NEIGHBORHOOD PARKS Size „ 0.5 to 5 acres Service Area „ ½-mile travelshed Existing Facilities „ Burlingham Park „ Hermanson Park North „ Nelson Park „ North Front St Park „ Senior Estates Park „ Wyffels Park Future Facilities „ Boones Crossing (undeveloped) „ Dove Landing (undeveloped) Typical Amenities Passive Recreation 5 Seating 5 Casual Use Spaces 5 Internal Walking Trails Water Access 5 Community Gardens 5 Unique Landscape Features 5 Natural Spaces Active Recreation 5 Creative Play Attractions 5 Playgrounds Biking Trails 5 Outdoor Fitness / Exercise Facilities Rectangular Fields Diamond Fields 5 Basketball Courts 5 Tennis / Pickleball Courts 5 Volleyball Courts 5 Water Play Facilities 5 Individual Picnic / Sitting Areas 5 Group Picnic Areas 5 Park Shelters 5 Skateparks / Bike Skills 5 Splash Pads / Spray Parks Outdoor Event Spaces 5 Off-leash Areas 5 Restrooms Parking C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 242 ---PAGE BREAK--- C O N T E N T S 26 C L A S S I F I C A T I O N S & I N V E N T O R Y These are small parks that provide a single purpose such as a garden, historic marker, resting places, benches or civic recognition. These parks are typically located on small parcels and provide passive or limited active recreation opportunities. They are generally less than 0.5 acres in size and provide modest recreational amenity to residents within a ¼-mile walking distance. Development of these types of park spaces will depend on the values of the community and available opportunities to preserve special spaces. No specific numerical development standard is established as this type of park space often comes about as the result of special circumstances (such as a personal dedication of land) that may not lend themselves for advanced planning. POCKET / MINI PARKS Size „ < 0.5 acres Service Area „ ¼-mile travelshed Existing Facilities „ Alvah Cowan Park „ Dahlia Plaza Pocket Park „ Downtown Plaza Park „ Hazel Smith Plaza „ Heritage Park „ Library Square „ Future Facilities „ Killian’s Well Park (undeveloped) Typical Amenities Passive Recreation 5 Seating 5 Casual Use Spaces Internal Walking Trails Water Access 5 Community Gardens 5 Unique Landscape Features Natural Spaces Active Recreation 5 Creative Play Attractions 5 Playgrounds Biking Trails 5 Outdoor Fitness / Exercise Facilities Rectangular Fields Diamond Fields 5 Basketball Courts 5 Tennis / Pickleball Courts 5 Volleyball Courts Water Play Facilities 5 Individual Picnic / Sitting Areas Group Picnic Areas 5 Park Shelters Skateparks / Bike Skills Splash Pads / Spray Parks Outdoor Event Spaces Off-leash Areas Restrooms Parking Exhibit A 243 ---PAGE BREAK--- C O N T E N T S 27 C L A S S I F I C A T I O N S & I N V E N T O R Y Open spaces are undeveloped lands primarily left in a natural state and typically places that are geographically or geologically unique, with passive recreation use as a secondary objective. Open spaces can provide for connected or linked corridors that can support broader ecological functions than standalone properties. Open spaces can be individual or isolated tracts of open space or connected to a larger natural area network. Open spaces may serve as trail corridors, and low-impact or passive activities, such as walking and nature observation may be allowed, where appropriate. No standards exist or are proposed for open spaces as they are often dependent on characteristics of the natural resources within the City. OPEN SPACE Size „ Unique to each site Service Area „ N/A Existing Facilities „ Hermanson Pond „ Senecal Creek Park Typical Amenities Passive Recreation 5 Seating 5 Casual Use Spaces 5 Internal Walking Trails 5 Water Access Community Gardens 5 Unique Landscape Features 5 Natural Spaces Active Recreation Creative Play Attractions Playgrounds 5 Biking Trails Outdoor Fitness / Exercise Facilities Rectangular Fields Diamond Fields Basketball Courts Tennis / Pickleball Courts Volleyball Courts Water Play Facilities 5 Individual Picnic / Sitting Areas Group Picnic Areas 5 Park Shelters Skateparks / Bike Skills Splash Pads / Spray Parks Outdoor Event Spaces Off-leash Areas Restrooms Parking Exhibit A 244 ---PAGE BREAK--- C O N T E N T S 28 C L A S S I F I C A T I O N S & I N V E N T O R Y The purpose of trails/linear parks is to provide safe and readily accessible connections between neighborhoods, City parks, and centers of local importance to encourage walking, jogging, bicycling, and other forms of non-motorized recreational travel. Trail development may coincide with the installation of sidewalks in some locations where there is a logical connection between activity centers or there is a need to place pedestrian walkways adjacent to City streets. Trails/linear parks help people of all ages incorporate exercise into their daily routines by connecting them with places they want or need to go. The Mill Creek Greenway has some segments completed and will eventually provide a complete north-south connection throught Woodburn – linking multiple City parks. TRAILS / LINEAR PARKS Size „ Unique to each site Service Area „ N/A Existing Facilities „ Hermanson Park Middle „ Hermanson Park South „ Mill Creek Greenway Future Facilities „ Madame Dorion Trail Typical Amenities Passive Recreation 5 Seating Casual Use Spaces 5 Internal Walking Trails 5 Water Access Community Gardens 5 Unique Landscape Features 5 Natural Spaces Active Recreation 5 Creative Play Attractions Playgrounds 5 Biking Trails 5 Outdoor Fitness / Exercise Facilities Rectangular Fields Diamond Fields Basketball Courts Tennis / Pickleball Courts Volleyball Courts Water Play Facilities 5 Individual Picnic / Sitting Areas Group Picnic Areas Park Shelters Skateparks / Bike Skills Splash Pads / Spray Parks Outdoor Event Spaces Off-leash Areas 5 Restrooms 5 Parking Exhibit A 245 ---PAGE BREAK--- C O N T E N T S 29 C L A S S I F I C A T I O N S & I N V E N T O R Y Special use areas are sites that are occupied by a specialized facility or that fulfill a specialized purpose. Some uses that fall into this park type include recreation or aquatic centers, plazas, historic sites, botanical gardens, community gardens, single purpose sites used for a particular field sport, or other sites that offer indoor recreation opportunities. SPECIAL USE FACILITIES Size „ Unique to each site Service Area „ N/A Existing Facilities „ Bungalow Theatre „ Frank Scheer Locomotive Park „ Woodburn Aquatic Center „ Woodburn Museum Future Facilities „ Future Community Center Typical Amenities Passive Recreation 5 Seating 5 Casual Use Spaces 5 Internal Walking Trails Water Access 5 Community Gardens 5 Unique Landscape Features 5 Natural Spaces Active Recreation Creative Play Attractions Playgrounds Biking Trails Outdoor Fitness / Exercise Facilities Rectangular Fields Diamond Fields Basketball Courts Tennis / Pickleball Courts Volleyball Courts Water Play Facilities 5 Individual Picnic / Sitting Areas Group Picnic Areas Park Shelters Skateparks / Bike Skills Splash Pads / Spray Parks Outdoor Event Spaces Off-leash Areas Restrooms Parking Exhibit A 246 ---PAGE BREAK--- Park & Open Space Inventory The park and open space inventory identifies the recreational assets within Woodburn. The City provides 135 acres of public parkland and recreation facilities distributed among 25 parks and natural areas. Figure 5. Woodburn Park System Inventory The following map shows the location of existing parks and open space within the City. The following sections provide and overview of other nearby recreational opportunities and site-specific inventory information and recommendations for public parklands managed by City of Woodburn. C O N T E N T S 30 C L A S S I F I C A T I O N S & I N V E N T O R Y Park Type / Name Classification Status Acreage Community Parks Centennial Park Community 24.8 Legion Park Community 16.2 Settlemier Park Community 10.0 Neighborhood Parks Boones Crossing Neighborhood Undeveloped 3.0 Burlingham Park Neighborhood 5.4 Dove Landing Neighborhood Undeveloped 8.0 Hermanson Park North Neighborhood 1.7 Killian's Well Park Neighborhood Undeveloped 0.5 Nelson Park Neighborhood 3.2 North Front St Park Neighborhood 1.1 Senior Estates Park Neighborhood 4.0 Wyffels Park Neighborhood 2.3 Pocket/Mini Parks Alvah Cowan Park Pocket 0.2 Dahlia Plaza Pocket Park Pocket 0.05 Downtown Plaza Park Pocket 0.5 Hazel Smith Plaza Pocket 1.4 Heritage Park Pocket 0.3 Library Square Pocket 0.3 Special Use Facility Frank Scheer Locomotive Park Special Use 0.3 Woodburn Aquatic Center* Special Use Woodburn Museum / Bungalow Theatre** Special Use Trail/Linear Park Hermanson Park Middle Linear Park 1.2 Hermanson Park South Linear Park 3.0 Madame Dorion Trail Linear Park 13.2 Mill Creek Greenway Linear Park 10.6 Open Space Hermanson Pond Open Space 3.8 Senecal Creek Park Open Space 20.0 Total City‐Owned Park Acres 135.0 * Note: acreage included as part of Settlemier Park Note: no outdoor recreation area provided Exhibit A 247 ---PAGE BREAK--- n n n n n n n n n n n n AUDREY WAY WOODLAND AVE HAZELNUT DR A ST BARLEY ST W HAYES ST CORBY ST JUDY ST RYE ST NATIONAL WAY TIERRA LYNN DR COMSTOCK AVE PARK AVE AZTEC DR UMPQUA RD N BOONES FERRY RD S SETTLEMIER AVE JOHNSON ST E CLEVELAND ST PARR RD NE MAR CEL DR BROWN ST BEN BROWN LN N PACIFIC HWY CONSTITUTION AVE COMSTOCK WAY ORCHARD LN STARK ST YOUNG ST N SETTLEMIER AVE BRYAN ST HAWLEY ST WILSON ST S EVERGREEN RD E BLAINE ST RAINIER RD NEKIA ST MILLER FARM RD MERIDIAN DR WILCO HWY NE GOOSE CREEK RD GRANITE ST HARVEST WAY NEWBERG HWY HIGHWAY 99E PATRIOT ST QUEEN CITY BLVD GARFIELD ST HARDCASTLE AVE E LINCOLN ST W LINCOLN ST COUNTRY CLUB RD ALEXANDRA AVE ASTOR WAY HARVARD DR WILLOW AVE DAYLILY ST SUNFLOWER ST FOXGLOVE ST N 3RD ST JUNE WAY TOMLIN AVE VANDERBECK LN N ARNEY RD TROON AVE HARRISON ST S PACIFIC HWY PANA ST LEASURE ST N FRONT ST OAK ST LANDAU DR BROADWAY ST OREGON WAY AUSTIN AVE FINZER WAY KING WAY PRINCETON RD ST DOUD ST COZY WAY COUNTRY CLUB CIR DAHLIA ST MAYANNA DR PARK CIR ARLINGTON AVE TULIP AVE STATE HWY 219 N 2ND ST HEATHER WAY ELANA DR TUKWILA DR MCLAUGHLIN DR BERNARD DR IRONW OOD TER IRIS ST GRANT ST BRIDLEWOOD LN S FRONT ST N 4TH ST N 5TH ST HERMANSON ST CHURCH ST N 1ST ST W CLEVELAND ST N 6TH ST MONTGOMERY ST FAIRWAY ST CHAMPIONSHIP DR SMITH DR WALTON WAY STEVEN ST THOMPSON RD GATCH ST QUINN RD STACY ALLISON WAY COUNTERY CLUB TER WARREN WAY MEADOWVALE LN PROGRESS WAY ELM ST REED AVE HIGH ST S WOODLAND AVE DEER RUN COUNTRY LN RAY J GLATT CIR OXFORD ST SWEETWATER AVE HOOPER ST NE SHENANDOAH LN MARSHALL ST CAROL ST MCKINLEY ST HALL ST TEN OAKS LN NE BRADLEY ST MOLALLA RD NE EVERGREEN RD LINFIELD AVE INDUSTRIAL AVE OGLE ST GREENVIEW DR TOOZE AVE JAMES ST ACACIA AVE N CASCADE DR CAMELLIA WAY WHEAT ST LILAC WAY ROANOKE ST AUTUMN BLVD GARDEN WAY PALM AVE LAWSON ST HAMPTON WAY KELOWNA ST OATS ST SPRAGUE LN CENTER ST NE JORY ST KOTKA ST WORKMAN DR OLIVE AVE ELANA WAY COMMERCE WAY BLAINE ST ROY AVE CAMAS ST SANTIAM DR SALLAL RD STANFIELD RD SILVERTON AVE SYCAMORE AVE MCNAUGHT RD GEORGE ST FAIRWOOD CRESCENT RANDOLPH RD BUTTEVILLE RD NE E CLACKAMAS CIR W CLACKAMAS CIR S CASCADE DR S COLUMBIA DR MT HOOD AVE Woodburn Golf & Estates 5 5 OGA Golf Course City Limits Urban Growth Boundary City Park City Open Space / Linear Park School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad L 0 0.25 0.5 0.75 1 0.125 Miles Map 1: Existing Parks & Open Space 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail 25 24 26 15 9 C O N T E N T S 31 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 248 ---PAGE BREAK--- City-owned Facilities Woodburn Aquatic Center The Aquatic Center currently is the only permanent indoor recreation space in Woodburn. Its amenities include a 25 meter x 25 yard lap pool, a wading pool, water slide, rope swing and warm water therapy pool. In addition, there is a fitness room, spa and saunas. The Center offers lifeguard certification classes, swim lessons and runs an entry level swim team. Swim team participation includes coaching on proper swim strokes and options to compete in swim meets. Settlemier Park adjoins the Aquatic Center and the future expansion of a Community Center. Woodburn Museum & Bungalow Theatre The Woodburn Museum was founded in 1986 by Woodburn Citizens. Since then the City and Community partners have renovated the Museum and the Bungalow Theatre in a space for history and community gathering reopening in January of 2023. Settlemier Teen Center (Boys & Girls Club) The Boys & Girls Club of Woodburn operates the Teen Center located at Settlemier Park. Programs for youth and teens in experiential learning are designed to empower young people’s capacity for healthy and successful growth and development. The continuum of services target teenagers in the Woodburn Teen Center, renovated in 2014. The center features free meals, computers and daily activities and is open Monday through Friday from 2-6pm during the school year. Woodburn’s programs focus on opportunities for teenagers grades 6-12 to encourage academic success, citizen and character development, and helathy lifestyles. Non-City Recreation Woodburn School District The Woodburn School District comprises one high school, one alternative school, two middle schools and four elementary schools. Spring athletics include baseball, golf, softball, tennis and track. Winter sports programming includes basketball, cheer and wrestling. Fall sports involve cheer, cross country, football, soccer and volleyball. Outdoor sports are supported by the high school football and track facility, one baseball field, one softball fields and two multi-use sports fields. Four tennis courts and two futsal courts are also on the high school campus. The OGA golf Course is near the high school campus providing support for the spring golf season. The Valor Middle School has a multi-use sport field suitable for football and soccer. The French Prairie Middle School has a multi-use sport field that can support three youth soccer fields. The four public elementary schools in Woodburn have playgrounds, but like the sports fields, these outdoor recreation facilities are not open to the general public during school hours. Woodburn Family YMCA The Woodburn Family YMCA, located in the Woodburn Aquatic Center, is part of the Family YMCA of Marion and Polk Counties. Youth sport programs include soccer, volleyball, flag football, basketball and t-ball. Adult sports of kickball and basketball may be available seasonally. Other youth sports programming for gymnastics, cheerleading and cross country may be available within the YMCA outside of Woodburn but within the group of Marion & Polk County’s Family YMCA facilities. The Woodburn YMCA colaborates with the City of Woodburn Recrartion and Parks Department to provide a robust slate of programming for the Woodurn community. Other „ The Oregon Golf Association (OGA) Golf Course is one of six amateur golf associations across the country that operates a for-profit public golf course. The 18-hole course encourages the development of the next generation of golfers and offers player development programs throughout the year. The OGA offers lessons, junior golf programs and ladies clinics and hosts a variety of events and tournaments. „ The Senior Estates Golf and Country Club (aka Woodburn Estates & Golf) is affiliated with the 55+ retirement community. This is a private, 18- hole course with a clubhouse with an auditorium, swimming pool, restaurant, billiards room, fitness center and crafts room. The Club offers a variety of social events and activities to its residents. „ The Woodburn Golf Club, a nine-hole golf course, is located outside city limits, west of Senecal Creek and north of Highway 219. „ Woodburn Dragstrip is a ¼-mile National Hot Rod Association dragstrip that hosts annual event on the NHRA Lucas Oil Series. Race track is located about 2 miles west of Woodburn on Highway 219. „ Jesse H. Settlemier House Museum is located on Settlemier Avenue. C O N T E N T S 32 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 249 ---PAGE BREAK--- Pocket Park 0.2 acres Amenities „ Bench „ Grass pathways „ Park identification sign „ Planting beds: Boxwood parterre & rose garden „ Shade trees „ Trash receptacle Alvah Cowan Park Alvah Cowan Park is located on the corner of Settlemier Avenue and Garfield Street and was originally adopted by the Settlemier Knott Garden Society. The Society initiated a beautification project in summer 2013 that spruced up the flower beds and added new perennials and flowers. This spring, the diseased roses were replaced, boxwood hedges were planted, and invasive ivy was removed from the Park’s trees during an Earth Day event. The Park was named by a Council Resolution in 1984, recognizing Mr. Cowan’s accomplishments and years of service to the community, particularly in the area of recreation and parks. The park’s original name was Triangle Park, which, along with Settlemier Park, was one of Woodburn’s first two parks. Design Opportunities „ Site has no ADA accessibility. A paved pathway system could be added to create universal access and help define the garden beds and accentuate the parterre layout. Management Considerations „ None noted. C O N T E N T S 33 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 250 ---PAGE BREAK--- Neighborhood Park 5.4 acres Amenities „ Basketball court „ Climbing rockwall „ Lighting „ Mutt Mitt dispenser „ On-street parking „ Open grass field (soccer uses) „ Park identification & rules sign „ Picnic tables „ Playground structure „ Portable toilet „ Shade trees „ Swing set (2 tot & 2 strap) „ Trash receptacles Burlingham Park Burlingham Park is located at 3350 Linda Street in West Woodburn. The park has a playground, basketball court, and large play field. Design Opportunities „ No formal access from Willow Avenue. A side entry could be added with a paved pathway that connects to a perimeter paved loop path connecting to site’s amenities. „ Currently, there are no ADA accessible routes to park features. More recreation amenities could be added to the park and a perimeter paved pathway could link to all park areas. „ Consider adding a permanent restroom with small picnic shelter to support longer visits (and soccer uses). Management Considerations „ Remnant concrete pad in eastern section of wooded area could be removed and additional rec amenities added to the park (further from edge of property). „ As non-native ornamental trees die-off, replace with native Pacific Northwest canopy trees. C O N T E N T S 34 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 251 ---PAGE BREAK--- Community Park 24.8 acres Amenities „ Ballfields with dugouts, batting cage, bleachers, restroom/concession building, picnic tables, score boards „ Basketball court „ Benches „ Bike rack „ Drinking fountain „ Exercise stations „ Flagpole „ Irrigation „ Informational kiosk „ Lighting „ OLA/dog park (large & small dog area with water & picnic table) „ Open grass area „ Park identification & rules signs „ Parking „ Paved loop path „ Picnic pavilion with electricity „ Playgrounds (2 areas for 2-5 yr olds & 5-12 yr olds with equipment and swing sets) „ Restrooms „ Shade trees „ Soccer field „ Splash pad Centennial Park Centennial Park is Woodburn’s largest park and includes 4 baseball fields, 2 full soccer fields, a playground, workout stations, a picnic shelter and splash pad. This park is also home to Woodburn’s largest dog park. Centennial Park has many amenities that make it great, but it is also a wonderful gathering place for community events. Each year, Woodburn’s Fourth of July Celebration takes place at Centennial Park bringing in food vendors, live music, fireworks and fun to the whole community. Design Opportunities „ Picnic tables to be added to the ballfield pavilion should have wheelchair seating space to help balance adequate ADA amenities. „ Pave path around soccer field. Management Considerations „ Basketball court needs fresh striping. Parking lot needs re-striping. „ Newly planted trees exist on site; inspect for need of replacements (at least one appears to be failing) „ Bleachers should all have safety railing to meet International Building Code requirements. „ Restrooms need sign upgrades to improve visibility & meet ADA requirements. „ Batting cages would benefit from wood fiber surfacing. C O N T E N T S 35 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 252 ---PAGE BREAK--- Pocket Park 0.46 acres Amenities „ Benches „ Bike racks „ Chess/checkers table „ Fountain „ Lighting „ Open grass areas „ Park rules sign „ Paved plaza & pathways „ Pavilion „ Picnic tables „ Public art (Children & dog sculpture) „ Drinking fountain „ Shade & palm trees „ Trash cans Downtown Plaza Park The Downtown Plaza is located in the heart of downtown Woodburn and is the site of many special events each year. From Taste of Woodburn, to Trunk or Treat, you will always find community gathering here. Not only is it home to some great events, but it is also a great spot to sit and relax among many downtown businesses. You will find benches, picnic tables, and even a community checkers and chess table. Design Opportunities „ None noted. Management Considerations „ Some trash cans overflowing; consider more frequent pick-up cycles. „ Plaza has no park identification sign; consider installing one. C O N T E N T S 36 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 253 ---PAGE BREAK--- Pocket Park 0.34 acres Amenities „ Basketball ½ court „ Entrance ramp with railing „ Open grass area „ Park rules sign „ Parking „ Playground „ Trash receptacle Heritage Park Heritage Park is a lovely neighborhood park with a small play structure and a single hoop basketball court. Design Opportunities „ Add a formal connection to the Lexington cul-de-sac. „ Add park identification signage. „ Add baskteball court striping Management Considerations „ Play area has access barrier and needs a ramp or other ADA access treatment. „ The play equipment has no ADA accommodations. Provide ADA-compliant play equipment when renovation or replacement is scheduled. „ Tactile warning strip is needed at curb cut into parking area. „ A dedicated handicapped parking space(s) is needed. C O N T E N T S 37 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 254 ---PAGE BREAK--- Neighborhood / Linear Park 5.8 acres (combined) Amenities „ Benches „ Mutt Mitt dispensers with can „ Natural riparian areas „ Paved and crushed rock trail „ Picnic tables „ Playground (near Stark St.) with play structure, swing set & climbing boulder „ Trail identification signs (no park identification sign) „ Trash receptacles Hermanson Park (North, Middle, South) Design Opportunities „ South section of pathway has eroded gravel. Sections of boardwalk have uneven connections with trail surface that create tripping hazards & ADA barriers. A fully-paved trail would allow ADA access and eliminate tripping hazards at wood decking connections. „ Play equipment has limited physical play opportunities. When replaced, provide a wider range of play options. „ Picnic tables are free-standing in grass areas without any ADA accessible route. Add paved pathway for ADA compliance to 50% of site furnishings. Management Considerations „ Tactile warning strip is needed at Stark Street pedestrian crosswalk and grinding of curb cut lip to meet ADA compliance. „ Wood fiber play surfacing needs complete replacement evidenced by lack of buoyancy and weed growth. C O N T E N T S 38 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 255 ---PAGE BREAK--- Open Space 3.8 acres Amenities „ Bench „ Mutt Mitt dispenser with can „ Viewing platform „ Park rules sign „ Parking (for 3 cars) „ Pond „ Trail identification sign „ Trailhead parking for Greenway „ Trash receptacles Hermanson Pond Design Opportunities „ Trail at this end of Greenway is surfaced with crushed rock (unpaved). Edges of the gravel have eroded due to the last flooding event. Consider providing paved asphalt to create an ADA-compliant pathway at the pond to connect to rest of paved Greenway Trail. „ Parking can then be reasonably configured to accommodate an ADA handicapped space. Management Considerations „ Provide permanent informational signage for high water warnings and environment safety education signs. „ The observation deck requires a step up onto the boardwalk – creating an architectural barrier for ADA access. If the gravel pathway was permanently paved that step could be eliminated. C O N T E N T S 39 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 256 ---PAGE BREAK--- Community Park 16.2 acres Amenities „ 4-square „ Basketball court „ Benches „ Chess board (‘life-sized’) „ Deck hockey/Futsal court „ Exercise stations „ Hopscotch „ Interactive soccer wall „ Interactive play arch „ Interpretive signs (fossil dinosaurs) „ Lighting „ Mutt Mitt dispensers „ Natural riparian corridor „ Open grass area „ Park identification sign „ Parking „ Paved pathways „ Pavilion with picnic tables & electricity „ Pickleball courts „ Picnic tables „ Playground (dinosaur theme) „ turf soccer field with spectator seating, concession stand, lighting & scoreboard „ Wooded area Legion Park Legion Park is Woodburn’s oldest park site. At nearly 16 acres, Legion Park has a full sized soccer field, stadium, picnic pavilion, numerous picnic tables, grass playfields, and densely wooded Douglas Fir tree grove. An archeologically themed nature play area was installed in May 2013. Design Opportunities „ Permanent signage needed on restrooms within soccer facility. Management Considerations „ Poison oak in natural areas adjacent to pathways needs to be controlled. Add plant identification and cautionary signs along the path. „ Picnic tables across the grass are not on accessible routes for universal access. Consider how best to provide access for 50% of those tables. C O N T E N T S 40 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 257 ---PAGE BREAK--- Pocket Park 0.34 acres Amenities „ Benches „ Bikes racks „ Elevated stage with seasonal shade cover „ Lighting „ On-street parking „ Open grass area „ Ornamental plantings „ Park identification sign „ Paved pathways „ Picnic tables with umbrellas „ Playground with play structure, spring toy & climbing tunnel. „ Restrooms (exterior of Library) „ Shade trees „ Trash receptacles Library Square At the corner of First and Garfield, Library Square is a one acre site situated on the grounds of the Woodburn Public Library. The Park hosts the popular “Music in the Park” program, featuring a full schedule of outdoor concerts. Design Opportunities „ None noted. Management Considerations „ Trash receptacles were overflowing. Heavy use over the weekend may warrant extra cans and more frequent pick-up cycles. C O N T E N T S 41 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 258 ---PAGE BREAK--- Special Use Facility 0.29 acres Amenities „ Locomotive Engine SP1785 „ Interpretive sign „ Railroad ‘accessories’ „ Perimeter fencing with locked gates „ Cover „ Lighting Frank Scheer Locomotive Park In 1957, Woodburn would receive a classic 1902 built steam locomotive through donation by the Southern Pacific Railroad, which is displayed as part of the community’s history. Design Opportunities „ Does not function as a public park space, due to lack of access or other park amenities. Management Considerations „ None noted. C O N T E N T S 42 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 259 ---PAGE BREAK--- Linear Park 4.5 acres Amenities „ Benches „ Bike rack „ Greenway identification signs „ Light pole in trailhead parking area „ Mutt Mitt dispensers with can „ Parking with handicapped stall (8 + 1 handicapped) „ Paved trail along Mill Creek „ Trash receptacles Mill Creek Greenway The City’s vision for an interconnected trail system through the Mill Creek Greenway corridor dates back to the 1960’s, as properties were acquired and set aside for future development. The City furthered its plans with the completion of the Mill Creek Greenway Master Plan in 2006. The first phase of the trail system, completed in 2011, is approximately one mile in length and runs from Cleveland Street at the North to Deer Run Street at the south. The majority of the trail surface is asphalt, but transitions to gravel in the natural area around Hermanson Pond, south of Wilson Street. Design Opportunities „ Continue to implement the Mill Creek Greenway Trail Plan. Management Considerations „ Parking area at trailhead needs fresh striping to identify designated spaces. „ Install solar trail lighting. C O N T E N T S 43 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 260 ---PAGE BREAK--- Neighborhood Park 3.2 acres Amenities „ Basketball ½ court „ On-street parking „ Open grass area „ Park identification & rules signs „ Perimeter loop path (wood chips) „ Picnic shelter with tables „ Picnic tables „ Playground (5-12 yr olds structure, climbing rock, swing set, tire swing) „ Shade trees Nelson Park Nelson Park is located at 1200 Greenview Drive on the east side of Hwy 99E. The park includes amenities such as a picnic shelter and playground. Design Opportunities „ Add all-weather accessible routes to recreation amenities. „ Re-align loop path to provide slight meanders and more distance from Pin Oak trees. Replace loop path wood chip surfacing with asphalt pavement. „ Add more native canopy/shade trees. „ Low spot in picnic shelter should be alleviated if perimeter pathway is graded (to help drain shelter pad) when loop path is paved. Management Considerations „ Pin Oaks growing adjacent to perimeter path will constantly create eye- poking hazard due to genetic branching pattern. Control the hazard until pathway can be relocated further away. „ Create mulch rings around tree trunks to keep mowers and string trimmers from damaging tree bark. „ Check for adequate depth of play safety surfacing. „ Basketball sports court could benefit by adding painted play lines. C O N T E N T S 44 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 261 ---PAGE BREAK--- Neighborhood Park 1.1 acres Amenities „ Bench „ On-street parking „ Open grass area „ Picnic table „ Playground (5-12 yr olds structure + tire swing) „ Shade trees „ Trash receptacle North Front Street Park North Front Street Park is located at 1080 N. Front St. The park has a playground and open play field. Design Opportunities „ Create a paved pathway connection between 1st Street and Front Street, diagonally through park. „ A lot of room exists for additional recreation amenities. Consider a master plan for park upgrades and paved pathway loop. Management Considerations „ No ADA compliance within park. Plan for numerous upgrades. „ Play safety surfacing may need to be completely replaced to ensure adequate depth. C O N T E N T S 45 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 262 ---PAGE BREAK--- Open Space 20 acres Amenities „ Natural wooded riparian area - no improvements Senecal Creek Park Senecal Creek Greenway is a 20 acre natural wooded riparian area that runs alon Senecal Creek near Bulingham Park. Currently this area does not have any functional improvements as the space stays in its natural state. Design Opportunities „ Limited access. Management Considerations „ Natural area may need hazard tree management and eventual reforestation efforts if native trees are dying back from root rot. C O N T E N T S 46 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 263 ---PAGE BREAK--- Neighborhood Park 4 acres Amenities „ Benches „ Drinking fountain (new) „ Horseshoe pits „ Mutt Mitt dispensers „ OLA/dog park (new) „ Open grass area „ Park identification signs „ Paved loop pathways „ Picnic shelter (new) „ Picnic tables „ Shade trees „ Trash receptacles Senior Estates Park Senior Estates Park is a great space filled with a paved walking path, benches, beautiful vegetation and an off-leash dog area. Design Opportunities „ Park has room for more amenities, if desired by immediate neighborhood. „ Provide accessible routes to all park amenities. „ Add new picnic tables and benches with ADA access. Management Considerations „ Bench replacements needed at horseshoe pits. „ Picnic tables and benches are placed in grass and are not ADA accessible. C O N T E N T S 47 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 264 ---PAGE BREAK--- Community Park 10 acres Amenities „ Ball field (old, unused) „ Benches „ Open grass area „ Lighting „ Park historic monument (Jesse Settlemier) „ Park identification sign „ Parking (2 lots) „ Paved pathways „ Picnic shelters „ Picnic tables „ Playground with swing set „ Restrooms with drinking fountain „ Shade trees „ Richard Jennings Skate Park „ Tennis courts „ Trash receptacles Settlemier Park Settlemier Park is a 10 acre site that was donated to the City by the Settlemier Park Association in 1946. The Park has a playground, restrooms, and 2 covered picnic shelters to the north and south of the park. You will find paved walking paths that take you through the grove of mature fir trees. Settlemier Park is nestled behind the Woodburn Aquatic Center and near the Boys & Girls Club Teen Center. Design Opportunities „ Site has limited ADA access. In conjunction with future community center project, park should get complete upgrade of amenities to provide better park layout and ADA access. „ Ballfield is no longer used (and otherwise would require complete renovation). Park space should be reconfigured when newith future community center is planned/constructed to maximize park amenities and its outdoor recreational value. Management Considerations „ Pavement repairs needed in parking lot (at Aquatic center) and along pathways. Tennis courts will need resurfacing. „ Replace benches at skate park. „ Parking lot needs fresh striping for spaces & travel aisles for handicapped space. Pathway from parking lot should have tactile warning strip and a bollard. „ Aquatic Center lacks identification signage at street entry. „ Large dead tree could have topmost branches removed to eliminate any potential hazard (while retaining much of the trunk for wildlife value). C O N T E N T S 48 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 265 ---PAGE BREAK--- Neighborhood Park 2.3 acres Amenities „ Undeveloped „ Natural riparian area Wyffels Park Design Opportunities „ Continue to pursue development of Mill Creek Greenway trail. „ Consider value of restoring this section of the Creek to its historic alignment and character. The ‘straightness’ of the steam channel on this flat land suggests that the stream was channelized to accommodate past land uses. Most ecological value could come from recreating the historic stream channel. Management Considerations „ Some neighboring properties are encroaching on public parkland. „ Southernmost neighbor uses vehicle access for his backyard gate. „ Consider identifying the parkland with an identification sign. C O N T E N T S 49 C L A S S I F I C A T I O N S & I N V E N T O R Y Exhibit A 266 ---PAGE BREAK--- Chapter 5: Parks, Trails & Open Space PARKS & OPEN SPACE The park system planning process assesses recreational needs and priorities for park facilities, active use areas, and trails in Woodburn. The park assessment includes a discussion of specific local needs with consideration given to the City’s broader park system. Public input and information on park inventory conditions also were heavily relied upon in the planning process. Park & Recreation Trends A review of several recognized park and recreation resources provide a background on national, state, and regional trends, market demands, and agency comparisons. These outdoor recreation trends, combined with community interests in parks, trails, and open space and an assessment of current conditions and levels of service, help identify and shape recommendations for park system improvements. Examining current recreation trends can help inform potential park and recreation improvements and opportunities that may enhance the community and create a more vibrant parks system as it moves into the future. The following national and state data highlights some of the current park usage trends and may frame future considerations for Woodburn’s park system. Additional trend data and summaries are provided in Appendix G. „ 90% of U.S. adults believe that parks and recreation is an important service provided by their local governments. „ 84% of U.S. adults seek high-quality parks and recreation when choosing a place to live. „ Running, jogging, and trail running are the most popular outdoor activities across the nation, based on levels of participation, followed by hiking, fishing, biking, and camping. ASSESSING COMMUNITY NEEDS FOR PARK AND OPEN SPACE SYSTEM ENHANCEMENTS Chapter 5 C O N T E N T S 50 P A R K S & O P E N S P A C E Exhibit A 267 ---PAGE BREAK--- U P G R A D E P A R K S A N D A D D M O R E C O V E R E D , W E A T H E R - A P P R O P R I A T E A R E A S ~ S U R V E Y R E S P O N D E N T C O N T E N T S 51 P A R K S & O P E N S P A C E Exhibit A 268 ---PAGE BREAK--- „ A significantly higher percentage of seniors (ages 55+) are participating in outdoor recreation. In 2022, the senior participation rate hit a record high of 35% and is rising. „ Participation nearly doubled for pickleball in 2022, increasing by 85.7% year-over-year. In 2022 for the first time in over seven years, every racquet sport increased its total participation number compared to the previous year. „ Wildlife viewing and paddle sport participation increased statewide by 28% since 2017. „ Nationally, outdoor recreation economic activity increased 19% from 2020 to 2022, while the overall U.S. economy only saw a 5.9% increase. According to the Sports and Fitness Industry Association, participation nearly doubled for pickleball in 2022, increasing by 85% year-over- year. In 2022 for the first time in over seven years, every racquet sport increased its total participation number compared to the previous year. In terms of team sports, the overall participation rate approached, but did not exceed, the 2019 rate. Basketball, outdoor soccer, and flag football all posted three-year increases of over 4.5%, with basketball leading the way with a 13% increase since 2019. Lifestyle activities generally remained very popular. Golf and tennis have grown more than 20% since 2019, and yoga grew more than 10% in that same time period. Trail running and day hiking participation grew for the fifth straight year. The 2019-2023 Statewide Comprehensive Outdoor Recreation Plan (SCORP), entitled Outdoor Recreation in Oregon: Responding to Demographic and Societal Change, constitutes Oregon’s basic five-year plan for outdoor recreation. The plan addresses five important demographic and societal changes facing outdoor recreation providers in the coming years including: 1. An aging population; 2. An increasingly diverse population; 3. Lack of youth engagement in outdoor recreation; 4. An underserved low-income population; and 5. The health benefits of physical activity. As part of its SCORP process, the State of Oregon conducted the 2017 Oregon Resident Outdoor Recreation Survey. The survey showed that 95% of Oregonians participated in at least one outdoor recreation activity in Oregon during the past year. Close-to-home activities dominated the total user occasions for Oregon residents, since these activities can occur on a daily basis with limited travel time. Aside from walking, bicycling and jogging on local streets, top outdoor activities include walking on local trails, dog walking, walking or day hiking on non-local trails. Top activities based on total user occasions for Oregonians in 2017 are provided in the Figure 6. User occasions are the number of times people engage in an activity. Figure 6. User Occasions and Participation in Outdoor Recreation in Oregon (OR SCORP) The survey inquired about the top needs in “your community” to help gauge priorities for the future. These responses can help direct park and forest agencies to determine in which outdoor recreation facilities and amenities to invest. Figure 7. Top Outdoor Recreation Needs Identified for Local Park Systems (OR SCORP) Top Local Community Needs Cleaner restrooms Soft surface walking trails More restrooms Playgrounds with natural materials (natural play areas) Nature and wildlife viewing areas Public access to waterways Top Outdoor Recreation Activities User Occasions (millions) Walking on local streets/sidewalks 313 Walking on local trails/paths 113 Relaxing, hanging out, escaping heat/noise, etc 93 Dog walking/going to dog parks/off‐leash areas 78 Taking your children or grandchildren to a playg 57 Sightseeing/driving or for pleasur 55 Bicycling on roads,strees/sidewalks 51 Walking/day hiking on non‐local trails/paths 44 Jogging/running on streets/sidewalks 37 Bicycling on paved trails 26 Sources: 2022 American Engagement with Parks Report, National Recreation and Park Association 2023 Outdoor Participation Trends Report, Outdoor Foundation 2023 Sports, Fitness, and Leisure Activities Topline Participation Report, Sports and Fitness Industry Association 2022 Assessment of Resident Demand, Washington State 2023 Recreation & Conservation Plan (draft) 2022 Outdoor Recreation Satellite Account data, U.S. Bureau of Economic Analysis C O N T E N T S 52 P A R K S & O P E N S P A C E Exhibit A 269 ---PAGE BREAK--- Local Insights & Feedback Beyond the broader perspectives of national and state recreation trends, local needs were explored through a community survey, online comments, stakeholder interviews, tabling events, and public open house meetings to gather feedback on priorities, interests, and future needs for Woodburn’s park system. Community Survey The community survey confirmed that Woodburn residents strongly value their local parks, recreation options and open space opportunities. Virtually all survey respondents (96%) feel that local parks and recreation opportunities are important or essential to the quality of life in Woodburn. Residents of all ages value parks and recreation similarly – there were no significant differences between age groups. Respondents visit local parks and recreation facilities for a variety of reasons, but the most popular reason is to walk or run More than one in three respondents visit to use a playground walk a dog for fitness or exercise to relax or to attend community events or concerts Figure 8. Main Reasons for Visiting Local Parks 69% 44% 42% 40% 39% 36% 30% 27% 23% 21% 19% 19% 15% 12% 8% 6% 5% Walking or running Playgrounds Dog walking or dog park Fitness / Exercise Relaxation Community events / concerts Family gatherings / picnicking Swimming Bike riding Youth sport programs Sport fields Wildlife viewing Outdoor sport courts Recreation programs, classes or camps Skate park N/A – I didn’t use any Other Work with what we have already and increase accessibility! It’s important that vulnerable groups of people of woodburn still have access to parks, trails, aquatics, programs, etc. And I think making it more accessible would increase interest! Add accessibility information to flyers/notices for events and programs, and a lot more people will be interested in engaging in them without worrying about if they can even participate..” - Survey respondent “ C O N T E N T S 53 P A R K S & O P E N S P A C E Exhibit A 270 ---PAGE BREAK--- Survey respondents showed a high use of parks regardless of age and location of residence. When asked which parks they visit most, over 60% of respondents cited Centennial Park as most frequented. Woodburn residents, when asked about the overall condition of the parks they have visited, shared a positive view with 79% of responses being fair to excellent, leaving 14% stating poor condition and 7% with no opinion. Although there is a positive perception of the maintenance condition of parks, the community desires more amenities and park upgrades, with only 57% of respondents being satisfied to very satisfied with Woodburn’s parks, recreation facilities and open spaces. Figure 9. Sentiment Toward Condition of City Parks & Facilities 6% 36% 37% 14% 7% 0% 10% 20% 30% Excellent Good Fair Poor Not Sure / No Opinion 22% 27% 29% 30% 30% 31% 32% 32% 38% 40% 41% 48% 53% 53% 54% 54% 56% 57% 76% 22% 27% 26% 33% 33% 38% 30% 37% 33% 31% 25% 30% 24% 33% 28% 27% 25% 26% 16% 24% 28% 29% 21% 21% 16% 21% 16% 19% 15% 22% 13% 13% 7% 11% 10% 10% 8% 3% 33% 18% 16% 16% 16% 15% 16% 15% 10% 14% 12% 9% 10% 7% 7% 9% 9% 9% 5% Futsal courts Bike skills course / Pump track Sand volleyball Pickleball courts Tennis courts Sport fields (baseball/softball) Disc golf course Sport fields (soccer, football, lacrosse) Outdoor fitness equipment Basketball courts Off‐leash dog areas (dog parks) Community gardens Additional playgrounds Picnic areas & shelters Outdoor splash pad Amphitheater Indoor fitness facilities Upgraded playgrounds Walking trails 0% 20% 40% 60% 80% 100% Very Supportive Somewhat Supportive Not Supportive Not Sure Respondents were asked to rank a list of potential park system investments. Survey respondents identified improving and upgrading existing parks as their top priority, followed closely by expanding trail opportunities. Adding new recreational options in existing parks and acquiring additional land for future parks were moderate priorities. The survey asked residents about their support for a variety of potential additions to the park system. Virtually all residents are either very or somewhat supportive of additional walking trails picnic areas and shelters upgraded or renovated playgrounds outdoor splash pads an amphitheater or outdoor performance area and indoor fitness and exercise facilities Large majorities are also supportive of the City adding more playgrounds community gardens basketball courts and outdoor fitness equipment More than half of residents support the City adding more off-leash dog areas, sports fields, sports courts, a disc golf course, and a bike skills course or pump track. Figure 10. Relative Priorities for Various Amenities C O N T E N T S 54 P A R K S & O P E N S P A C E Exhibit A 271 ---PAGE BREAK--- Respondents were asked to describe one thing that they would like to see the City of Woodburn do to improve parks, trails, aquatics, and/or recreation programs. With over 380 specific comments and ideas, a few themes emerged: „ Park Maintenance and Safety: Respondents expressed a desire for improved maintenance and safety in existing parks. Many spoke of concerns about the upkeep of parks, including regular cleaning, lawn care, removal of litter, and repairs to broken equipment. Others mentioned concerns about safety in parks, including issues like drugs, homeless individuals, and the need for police patrols. There were requests for lighting and enforcement of park rules to ensure a safe environment. „ Park Upgrades: While community members emphasized the importance of maintaining existing parks and facilities, they also called for upgrades such as improved playgrounds, restroom renovations, and well-maintained walking trails. In their responses, community members also asked for additional amenities like covered basketball courts, pickleball courts, disc golf courses, skateparks, and picnic areas. There are also suggestions to renovate existing facilities and playgrounds to provide safe and enjoyable experiences for all age groups. „ Dog Parks & Off-Leash Areas: Enhancing dog parks is a priority, with requests for improvements such as shelters, seating areas, and increased maintenance and cleanliness. The community also desires the creation of more dog parks and off-leash areas to cater to the needs of pet owners. „ Communication & Information: Some survey respondents asked for improved communication channels, such as a city cable channel or newsletter, to inform residents about community events, park offerings, and important happenings in town. Others requested a more user-friendly website that provides easy access to information, including programs, activities, and registrations, reducing the need to search through multiple sources. Stakeholder Discussion Sessions A series of stakeholder groups for formed to discuss issues, opportunities and needs for city park and recreation amenities. Participants were queried about improvements that are needed in the park system and thoughts for enhanced infrastructure and services for the future. Suggestions were varied and included programming elements, recreational amenities and infrastructure improvements. Common themes were around park maintenance and expanding recreation options. The following highlights the suggestions that were offered: „ Build the new community center „ Conduct more general park maintenance, clean and renovate restroom, and add safety enhancements such as night lights in parks „ Expand the playgrounds and include more games for kids; Provide splash pads for kids „ Add more benches and resting areas with shade; Add more tables and grills for barbecue „ Enhance sport fields and explore options to host tournaments „ Include a bike station or location to fix bicycles „ Buy property to expand or build more parks „ Invest in off leash areas and expand dog parks around the city „ Build more skateboard parks Public Meetings The City of Woodburn hosted two public meetings to gather community feedback and identify gaps or deficiencies in the park system. During the first open house, meeting displays included a ‘dot’ exercise to explore top investment priorities using a list of eight potential project types. The highest rated amenities included additional walking trails, picnic shelters, outdoor splash pad, and shade structures for playgrounds. Through the second open house (conducted as an online open house), participants indicated interest in maintaining and enhancing existing parks, such as adding or upgrading playground equipment, picnic shelters, splash pads and restroom facilities. The top priority listed by participants is to build a new community center and renovate Settlemier Park. Other priorities included building additional picnic shelters for group gatherings, building additional paved and/or accessible walking trails in parks, and building sport courts at Nelson and North Front Street Parks. When asked to rank a set of specific project types, the majority identified playground upgrades and replacement, followed closely by improved, permanent restrooms and picnic shelters and tables for gathering. Participants also commented that they would like to see improved maintenance and upgrades to existing parks and facilities. Participants specifically noted Centennial Park fix broken picnic tables, clean splash pad, and power wash picnic shelter), Hermanson Pond and trail, Legion Park upgrade playground), Burlingham Park, Nelson Park, Heritage Park, park at Senior Estate and Wyffels Park, as well as the aquatic center, baseball fields, dog park and park or trail bathrooms. C O N T E N T S 55 P A R K S & O P E N S P A C E Exhibit A 272 ---PAGE BREAK--- Trends in Playgrounds Woodburn residents strongly value their parks and recreation facilities and park playgrounds are an important element in outdoor recreation. Reported in Landscape Architect magazine, the top five playground industry trends for 2021 were compiled from data and feedback from parks professionals, landscape architects, and educators. 1. Inclusive Playgrounds, increasingly popular over the last few years, have been evolving beyond meeting basic ADA guidelines. Designers are seeking to expand accessible playground equipment, consider multi-generational play, and leverage inclusive play to help overcome societal barriers. 2. Rope-based Playgrounds, climbers and playground nets provide a technique for working around natural environments and unusual topography. Their flexibility in placement offers more options for connecting with the landscape rather than working around difficult topography. 3. Outdoor Fitness has increased importance during the COVID-19 pandemic as many gyms and indoor fitness centers closed and forced more people to seek outdoor options. Outdoor fitness spaces are being increasingly integrated into park and trail designs to encourage health and physical fitness for all ages. 4. Outdoor Learning has been implemented during the pandemic to replace or supplement indoor classrooms. Outdoor classrooms can encourage activity in children to counteract the reduction in recess time due to hybrid class schedules and remote learning. Seating, tables, shelters, hand sanitizer stations and other outdoor products are helping create outdoor classrooms. 5. Human-powered Play engages users to provide physical energy to “power-up” the activity, such as turning a handle, pressing foot pedals, rotating wheels. These products often relate to sensory experiences like lights and music, story-telling, or social games. Spurred on by the social distancing of the pandemic, these five trends in playground design and development point to more human-to- human interactions that reinforce the value of social connections, even in a physically distanced environment. C O N T E N T S 56 P A R K S & O P E N S P A C E Exhibit A 273 ---PAGE BREAK--- The matrix on the following page indicates the types of amenities within each park facility, and park infrastructure and amenities are rated based on the following scale: 1 – Good Condition: Generally, amenities in ‘good’ condition offer full functionality and do not need repairs. Good facilities have playable sports surfaces and equipment, working fixtures, and fully intact safety features (railings, fences, etc.). Good facilities may have minor cosmetic defects and encourage area residents to use the park. 2 – Fair: In general, amenities in ‘fair’ condition are mainly functional, but need minor or moderate repairs. Fair facilities have play surfaces, equipment, fixtures, and safety features that are operational and allow play, but have deficiencies or periods where they are unusable. Fair facilities remain essential amenities for the community but may discourage the use of the park by residents given the current condition. 3 – Poor: In general, amenities in ‘poor’ condition are largely or completely unusable. They need significant repairs to be functional. Some examples include athletic fields that are too uneven for ball games, irreparably broken features, buildings that need structural retrofitting, etc. Poor facilities discourage residents from using the park and may present safety issues if left open or operational. Good conditions should be the goal for the management and stewardship of park facilities. Where infrastructure or amenities are rated as ‘fair,’ strategies should be developed for repair or restoration. Park features, structures, amenities, or landscapes rated as ‘poor’ should receive immediate attention and be prioritized for near- term maintenance, capital repairs, or a new capital project. Facilities in poor condition should also be evaluated and taken out of operation if they are deemed unsafe. Park Conditions Assessment The overall condition of park infrastructure and amenities is one measure of park adequacy and assurance of public safety. Proper stewardship of park infrastructure requires developing a long-term maintenance and capital plan to ensure the safety of park users that aligns with community needs and allocates limited funding resources properly. General park infrastructure include walkways, parking lots, restrooms, drainage and irrigation, lighting systems and vegetation. Amenities include picnic shelters, play equipment, site furnishings, sports courts, sports fields and other recreational assets. Deferred maintenance over a long time period can result in unusable amenities when perceived as unsafe or undesirable by park patrons. Compliance with the Americans with Disabilities Act (ADA) guidelines also provide a measure of acceptable condition. The current conditions of the Woodburn park system were assessed to identify existing site maintenance issues and opportunities for future capital improvements. The assessment included walkways, parking lots, park furniture, drainage and irrigation, vegetation, and other amenities. The following conditions assessment matrix (Figure 11) summarizes the results of these assessments. These inform developing project prioritization strategy for park improvements, identifying funding strategies, and updating the ten-year Park Improvement Plan. Update the wonderful spaces we already have, before creating new ones. Restrooms at Centennial Park need a major overhaul, as well as the pool. Then move on to adding other items/facilities.” - Survey respondent “ C O N T E N T S 57 P A R K S & O P E N S P A C E Exhibit A 274 ---PAGE BREAK--- ADA Site Name Acres Playgrounds Sports Courts Soccer Fields Baseball / Softball Fields Pathways / Trails Splash Pad / Spray Park Skate Park Exercise Stations Other Rec Element Site Furnishings Lighting (Y/N) Signage Parking Areas Restrooms Picnic Shelters Concession Stand Kiosks Natural Turfgrass Park Trees Landscaped Beds Natural Areas Compliance* Alvah Cowan Park 0.2 1.3 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1 N 1 ‐ ‐ ‐ ‐ ‐ 1 1 1 ‐ 3 Burlingham Park 5.4 1.4 2 ‐ 1 ‐ ‐ ‐ ‐ ‐ ‐ 1 Y 1 ‐ pt ‐ ‐ 1 1 ‐ ‐ 3 Boones Crossing (undeveloped) 3.0 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ Centennial Park 24.8 1.2 1 2 1 1 1 1 ‐ 1 ‐ 1 Y 1 2 1 1 1 1 1 2 ‐ ‐ 2 Downtown Plaza Park 0.5 1.2 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1 Y 2 ‐ ‐ 1 ‐ ‐ 1 1 ‐ ‐ 1 Heritage Park 0.3 1.7 2 1 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ N 2 2 ‐ ‐ ‐ ‐ 1 ‐ ‐ ‐ 2 Hermanson Greenway 4.2 1.0 ‐ ‐ ‐ ‐ 1 ‐ ‐ ‐ ‐ 1 N 1 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1 1 Hermanson Park 1.7 1.6 2 ‐ ‐ ‐ 1 ‐ ‐ ‐ ‐ 2 N 2 ‐ ‐ ‐ ‐ ‐ 1 ‐ ‐ 1 2 Hermanson Pond 3.8 1.4 ‐ ‐ ‐ ‐ 2 ‐ ‐ ‐ ‐ 1 N 1 2 ‐ ‐ ‐ ‐ ‐ 1 ‐ 1 2 Legion Park 16.2 1.3 2 1 1 ‐ 1 ‐ ‐ ‐ ‐ 2 Y 1 2 1 1 1 ‐ 1 1 ‐ 1 2 Library Square (next to Downtown Plaza) 0.3 1.0 1 ‐ ‐ ‐ 1 ‐ ‐ ‐ ‐ 1 Y 1 ‐ 1 ‐ ‐ ‐ 1 1 ‐ ‐ 1 Frank Scheer Locomotive Park 0.3 2.3 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ Y 1 3 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 3 Mill Creek Greenway 4.5 1.2 ‐ ‐ ‐ ‐ 1 ‐ ‐ ‐ ‐ 1 Y 1 2 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1 1 North Front Street Park 1.1 1.8 2 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 2 N 2 ‐ ‐ ‐ ‐ ‐ 1 1 ‐ ‐ 3 Nelson Park 3.2 1.7 2 1 ‐ ‐ 2 ‐ ‐ ‐ ‐ 2 N 1 ‐ ‐ 2 ‐ ‐ 1 1 ‐ ‐ 3 Senecal Creek Park (North & South) 20.0 1.0 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ N ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1 ‐ Senior Estates Park 4.0 1.2 ‐ ‐ ‐ ‐ 1 ‐ ‐ ‐ 1 2 N 1 ‐ ‐ 1 ‐ ‐ 1 1 1 ‐ 2 Settlemier Park 10.0 1.6 1 ‐ ‐ 3 1 ‐ 1 ‐ ‐ 2 Y 1 2 2 1 ‐ ‐ 1 2 ‐ ‐ 2 Smith Creek (Killian's Well Park, Hazel Smith Plaza) 14.2 1.1 ‐ ‐ ‐ ‐ 1 ‐ ‐ ‐ ‐ 1 Y 1 ‐ 1 1 ‐ ‐ 1 1 1 2 1 Park 2.3 2.0 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ N ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1 3 Average: 1.4 1.7 1.3 1.0 2.0 1.2 1.0 1.0 1.0 1.0 1.4 ‐ 1.2 2.1 1.2 1.1 1.0 1.0 1.0 1.2 1.0 1.1 2.0 * Note: Does not constitute a comprehensive ADA assessment of every park element Park Site Average Recreation Amenities Site Amenities Park Structures Vegetation Figure 11. Park Site Conditions Assessment Matrix C O N T E N T S 58 P A R K S & O P E N S P A C E Exhibit A 275 ---PAGE BREAK--- Playgrounds: Pathways / Trails: 1 In good condition: no drainage issues; 0‐10% material deterioration safety surfacing with a border at the site. 1 In good condition: surface generally smooth and even; proper width and material for type of pathway; proper clearances; minimal drainage issues. 2 In fair condition: drainage issues; 10‐25% material deterioration; some small compliance issues that could be spot fixed. 2 In fair condition: uneven surfaces in places; some drainage issues; some cracking; narrow widths in some places. 3 In poor condition: drainage issues; 25% or greater material deterioration; needs repair or replacement (but workable). 3 In poor condition: uneven surfaces; inadequate width; significant cracking or heaving; clearance issues. Paved Courts: Turf: 1 In good condition: no cracks in surfacing; fencing is functional, free of protrusions, and free of holes/passages; painting and striping are appropriately located, whole, and uniform in color. 1 In good condition: lush and full, few weeds, no drainage problems. 2 In fair condition: hairline cracks to surfacing required; fencing has minor protrusions, or holes/passages that do not affect game play; painting and striping have flaking or color fading. 2 In fair condition: some bare spots, some drainage problems. 3 In poor condition: horizontal cracks more than ½” wide, surfacing required; fencing has large protrusions, holes/passages or defects; painting and striping are patchy and color has faded dramatically. 3 In poor condition: irrigation problems, bare spots, weeds, soil compacted. Signage: Site Furnishings: 1 In good condition: a signage system for the site, appropriate signs, no damaged signs. 1 In good condition; not damaged; free of peeling or chipped paint; consistent throughout park. Trash receptacles, drinking fountain, picnic tables, benches on paved surface. 2 In fair condition; multiple signage system within one site, a few damaged signs need maintenance. 2 In fair condition; 0‐20% furnishings are damaged and require replacing parts; some peeling or chipped paint; furnishings are not consistent, but are operational. 3 In poor condition; multiple signage systems within one site, signs that are not legible from a reasonable distance, some damaged signs (10‐25%), old logos, deteriorated materials, no signage. 3 In poor condition; 20% or more are damaged and require replacing parts; significant peeling or chipped paint; multiple styles within park site require different maintenance. Public Art: Parking Areas: 1 In good condition: no vandalism; no signs of weathering. 1 In good condition: paving and drainage do not need repair; pavement markings clear; pathway connection provided to facility; proper layout. 2 In fair condition: minor signs of weathering or wear. 2 In fair condition: paving needs patching or has some drainage problems; has wheel stops and curbs. 3 In poor condition: metal leaching/concrete efflorescence/paint peeling/wood chipped or carved into or warping; vandalized. 3 In poor condition: surfaces (gravel, asphalt, or concrete) needs repair; uneven grading; limited signage; no delineation for vehicles. Park Structures (Restrooms, Picnic Shelters, Etc.): Natural Areas: 1 In good condition: roof has no leaks; floor shows little sign of wear; finishes are fresh with no graffiti or vandalism; all elements are in working order. 1 In good condition: barely noticeable invasives, high species diversity, healthy plants. 2 In fair condition: roof shows signs of wear but is structurally sound; floor shows some wear; finishes show some wear with some marks or blemishes. 2 In fair conditions: Noticeable invasives, fewer species but still healthy. 3 In poor condition: roof leaks or otherwise needs repair; floor show significant wear and is difficult to maintain; finishes are dull or discolored, have graffiti, or are not easily maintained; some elements not working or in need of repair non‐functioning sink). 3 In poor condition: Invasives have taken over, low diversity, unhealthy plants. Park Trees: Amphitheater/Stage: 1 In good condition: trees overall have good form and spacing; no topping; free of disease or pest infestation; no vandalism; no hazard trees. 1 In good condition: paving, stage and stair materials have little to no cracking or peeling; vegetation that is present is healthy; seating and other furnishings show modest signs of wear; views to stage from all seating vantage points. 2 In fair condition; some crowding may exist but overall health is good; less than 5% of trees show signs of topping, disease or pest infestation; vandalism has not impacted tree health (graffiti, not girdling). 2 In fair condition: paving, stage and stair materials have some cracking or peeling; vegetation that is present is healthy, but some soil compaction might be present; seating and other furnishings show signs of wear, but are still usable; stage orientation not be ideal for all viewers. 3 In poor condition; Form or spacing issues may exist; evidence of disease or pests; vandalism affecting tree health; some hazard trees or trees in danger of becoming hazard trees. 3 In poor condition: paving, stage and stair materials have significant cracking or peeling; vegetation is unhealthy (pests, disease, topped trees), compacted soil; seating and other furnishings need repair or replacement; redesign of space is needed for proper viewing and access. ADA Compliance: Landscaped Beds: 1 Appears to comply with ADA standards. 1 In good condition: few weeds; no bare or worn areas; plants appear healthy with no signs of pest or disease infestation. 2 Some items appear to not comply, but could be fixed by replacing with relative ease. 2 In fair condition: some weeds present; some bare or worn spots; plants are still generally healthy. 3 A number of park assets appear not to comply, including large‐scale items like regrading. 3 In poor condition: many weeds present; large bare or worn areas; plants show signs of pests or disease; compacted soils. Sport Fields: 1 In good condition: thick grass with few bare spots; few depressions; no noticeable drainage issues, proper slope and layout; fencing if present is functional, free of protrusions, and free of holes. 2 In fair condition: grass with bare turf areas in high‐use locations, some drainage issues in overuse areas, slope is within one percent of proper field slope, infields have grading problems (bump) at transition to grass and have no additive, may not have proper layout and/or orientation, fencing if present has minor protrusions, or holes/passages that do not affect game play. 3 In poor condition: bare areas throughout the year, uneven playing surface that holds water in certain places, drainage issues, slopes not uniform and/or more than one percent from proper field slope, improper layout and/or orientation; fencing has large protrusions, holes/passages or defects. RATING SCALE C O N T E N T S 59 P A R K S & O P E N S P A C E Exhibit A 276 ---PAGE BREAK--- Park Conditions Summary Beyond the individual park facilities, the following summaries offer highlights from park conditions observations as well as some suggestions for improvement and upgrade considerations. More detailed notes are provided within each park summary noted in the previous chapter. Park Infrastructure Site Furnishings Benches, picnic tables, drinking fountains, bike racks, and trash & recycling receptacles are common site furnishings provided in public parks. In Woodburn’s park system, there is an assortment of different styles, ages and types of park benches, picnic tables and bike racks. In conjunction with a unified signage system, the City could develop a set of standards for its site furnishings such as benches, picnic tables and bike racks. Coordinated colors and styles can be linked to ADA-compliant designs and allow for simplified replacement processes as different amenities age or need repair. For future park improvements and prior to implementing new master plans for undeveloped parks, it would be beneficial to use the same standard design, style and color for benches, picnic tables, etc. Pavement & Surfacing Sections of boardwalk along the Hermanson Park greenway trail have uneven connections with the crushed rock trail surface that create tripping hazards and accessibility barriers. A fully-paved trail would allow ADA access and eliminate tripping hazards at wood decking transitions. In parks where site furnishings are installed on concrete and the pathways are asphalt pavement, aging and settling can create a gap or lip resulting in non-compliance with ADA access. Pavement/Asphalt management should be identifying pavement cracks as they occur and marking them with paint to alert path users to the tripping hazard, while awaiting repairs or resurfacing. Tennis and other sport courts should be inspected semi-annually to predict the need for resurfacing. The cost for resurfacing warrants inclusion in the capital improvement program. Cracks at Settlemier Park tennis may be affecting quality of play. The City should consider resurfacing these courts. Some parking areas were in need of fresh striping, as well as sports court needing re-applied paint lines. Wayfinding & Branding Sign types and signage consistency varies within the park system. Trail signs are typically found at the beginning or ends of existing trail segments. The “Greenway Trail” signs are wood with inset lettering in green. While perfectly adequate for designating the trail, the design is difficult to see from a distance in a vehicle and misses the opportunity to clearly identify this great park system feature and also giving credit to the City for providing the amenity. Hermanson Park has a greenway trail sign identifying the paved pathway, but it lacks a park identification sign. North Front Street Park also lacks a park identification sign. The Park identification signs used throughout the system also are difficult to read from a distance. Dark lettering on dark wood is not clearly distinguished as approached in a vehicle or from afar on foot. The new Smith Creek greenway and park space is identified as part of the Mill Creek Greenway Trail. Adopting this signage design for all the greenway wayfinding would provide consistency throughout the trail system. The new style could be gradually integrated by using the new style for smaller side entry park identification signs (generally lacking in most parks with secondary access points). Side entry signs could remain at a similar size to those used on Smith Creek’s trail and park development sites. Amenities Play Equipment Play equipment in City parks has been installed over different years, and some equipment parts are showing signs of wear. The need for replacements should be based on existing conditions, as well as predicted by charting past installation dates and planning for complete replacements when the assets have reached their expected lifespan. Older structures (greater than 20 years) should be scheduled for replacement in the near future to avoid potential injury and manage play safety risk. Some of Woodburn’s parks have old play equipment that needs to be inspected to ensure safe continued use or planned future replacement. Access to playground areas was not always barrier- free. Several play areas used plastic edging (to contain wood chips) that created accessibility barriers from park pathway pavement to the lower safety surfacing of the playground. The drop-off edges varied, exceeding the maximum ½-inch tolerance. C O N T E N T S 60 P A R K S & O P E N S P A C E Exhibit A 277 ---PAGE BREAK--- Play Safety Surfacing In some play areas, the wood fiber play surfacing needs complete replacement, as evidenced by lack of buoyancy and weed growth. Regular playground inspections should include checking the depth and condition of engineered wood fiber for its resiliency to provide safe fall support. Most playgrounds using wood fiber require additional applications at least every two years. The City should consider transitioning to longer lasting safety surfacing, such as tiled or poured-in-place rubber. Park Structures While this planning process does not include any architectural or engineering assessments of built structures, a general recommendation includes regular inspections for structural integrity and operational function. Lights, outlets, roof coverings, surfacing and other elements can be visually inspected. Tracking the age of typical structures, such as restrooms and picnic shelters, can help predict the likelihood and timing for repair, renovation or replacement for the capital investment program. ADA Compliance Universal Access As with many older parks, some architectural barriers were present in the park system. Updating and providing Americans with Disabilities Act (ADA) accessibility and compliance with federal guidelines should be part of a regular capital repair schedule to ensure the reasonable access on older pavements, parking, playgrounds, picnic amenities, restrooms and recreational elements. ADA compliance issues were observed regarding park access at parking areas, missing tactile warning strips, and barriers to access into playground areas, as well as many benches and picnic tables lacking accessible routes. In several parks, picnic tables are free-standing in grass areas without any accessible route. Trash receptacles also are placed out of reach of paved pathways and may limit access for persons with mobility limitations. In older parks, the picnic shelters and restrooms may lack accessible routes. Picnic tables within the shelters may not provide for wheelchair seating of afford the space for a wheelchair to maneuver between tables. The dog park at Centennial Park could have the pavement extended beyond entry gates to provide improved accessibility. Standards for park furnishing such as picnic tables, drinking fountains, bike racks, trash receptacles and other common amenities used throughout the park system can be instrumental in assuring consistent ADA compliance and streamlined maintenance and repairs. The City will want to develop an ADA Compliance Checklist to identify and prioritize these deficiencies and develop a methodology for bringing all their parks into compliance. Landscape/Environment Park Trees Dead or missing trees exist within some City parks and should be scheduled for replacement. Some tree trunks in natural areas could be retained when the trees die to provide nesting sites for birds and small mammals. Parking lot shade trees in Centennial Park were recently planted, and some have died and need replacement. The City should continue to monitor the success of tree establishment to ensure future tree health and good canopy cover. Park Site Planning, Development & Improvements Older parks where previous park elements have been removed, are outdated, or need replacement may provide an opportunity to conduct a site planning process to involve the public to help determine the future park amenities to be provided. The proposed Settlemier Park improvements presented in the Community Center plan would provide great new additions to the facility and park. North Front Street, Nelson and Burlingham Parks have room for additional park amenities, and including neighborhoods voices into the design process would be beneficial to identify local preferences for outdoor recreation amenities. Site plans that incorporate significant public involvement weigh favorably with granting agencies when seeking funding for improvement projects. Safety & Crime Prevention Through Environmental Design (CPTED) Much of the park layouts and landscapes seemed to meet the basic Crime Prevention Through Environmental Design (CPTED) principles of good visibility and overall positive perceptions of public safety. Park safety conditions were generally good throughout the park system with a few notable exceptions. At Centennial Park, the bleachers did not all have safety railings. The International Building Code (IBC) requires safety rails on any bleacher C O N T E N T S 61 P A R K S & O P E N S P A C E Exhibit A 278 ---PAGE BREAK--- seating with two or more tiers. These bleachers should be retrofitted with IBC-compliant designs. Playground fall safety surfaces were in a range of conditions. The wood chips surfacing at several parks has deteriorated enough to support grass and other vegetative growth. To meet required safety specifications, engineered wood fiber needs to be a minimum of 15 inches in depth. This depth rarely can support plant growth, since it dries very quickly. When weeds are growing beneath play equipment, it is a good indication that the safety material is deteriorating. Hermanson Park and North Front Street Park also appeared to need full replacement of the play safety fall surfacing material. distance of their home (½-mile). The illustrated ‘travelshed’ for each existing Woodburn park highlights that certain areas within the City do not have the desired proximity to a local park. Gaps between these service areas constitute “unserved” neighborhoods. Striving to provide a neighborhood park within a reasonable distance ½-mile) may require acquiring new park properties in currently under- served locations or improving multi-modal transportation connections to allow local residents to safely and conveniently reach their local park. The mapping of park distribution and ‘travelsheds’ helps to illustrate the underserved parts of Woodburn. Areas of south, east and west Woodburn have limited access to public parks or are in areas of future growth as indicated by white areas on Map 6. These areas of the City should be targeted for future acquisitions to help create more equitable access for all residents. While these generalized acquisition areas do not identify a specific parcel(s) for consideration, the area encompasses a broader region in which an acquisition would be ideally suited. Gap analysis modeling also assessed the distribution of various recreation amenities, including playgrounds, sport fields, sport courts, and trails, among others. Maps 7 through 14 illustrate the geographic distribution of these amenities, and this information is helpful in future park planning to improve access to the variety of recreation options desired by the community. Park Distribution – Gap Analysis Understanding the known gaps in the park system and evaluating the City’s existing levels of service for parks will provide a foundation for strategic planning to ensure that tomorrow’s residents have equitable access to a balanced distribution of parks, trails, and recreation amenities to stay healthy and active. To better understand the distribution of existing recreation amenities and where acquisition efforts should be considered, a gap analysis of the park system was conducted to examine and assess the community’s current access to various recreation opportunities across the City. The gap analysis used travelsheds for each park classification and calculated travel distances along the road network starting from known and accessible access points at each park: „ For pocket/mini parks, travelsheds were derived using a ¼-mile service area with travel distances calculated along the road network starting from known and accessible access points at each park. „ For neighborhood parks, travelsheds were derived using a ¼-mile primary and ½-mile secondary service area with travel distances calculated from known and accessible access points. „ For community parks, travelsheds were derived using ¼-mile, ½-mile, 1-mile and 2-mile travel distances to acknowledge that these park types (including athletic fields) serve a wider array of users and driving to such sites is typical. „ A composite map of these classifications and all City parks and open space illustrate the entirety of City parks to the ½-mile travelshed. Maps 2 through 5 illustrate the application of the distribution criteria from existing parks. Areas in white do not have a public park within reasonable 92% 92% Residential areas within 1 mile of community or neighborhood park C O N T E N T S 62 P A R K S & O P E N S P A C E Exhibit A 279 ---PAGE BREAK--- n n n n n n n n n n n n Woodburn Golf & Estates 5 5 OGA Golf Course City Limits Urban Growth Boundary 1/4-mile Travelshed to Mini Park City Parks HOA Parks School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning L 0 0.25 0.5 0.75 1 0.125 Miles Map 2: Travelsheds for Pocket / Mini Parks (¼-mile) 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 C O N T E N T S 63 P A R K S & O P E N S P A C E Exhibit A 280 ---PAGE BREAK--- n n n n n n n n n n n n Woodburn Golf & Estates 5 5 OGA Golf Course City Limits Urban Growth Boundary 1/4-mile Travelshed to Neighborhood Park 1/2-mile Travelshed to Neighborhood Park 1/4-mile Travelshed to HOA Park City Parks HOA Parks School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning L 0 0.25 0.5 0.75 1 0.125 Miles Map 3: Travelsheds for Neighborhood & HOA Parks & ½-mile) 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 C O N T E N T S 64 P A R K S & O P E N S P A C E Exhibit A 281 ---PAGE BREAK--- n n n n n n n n n n n n Woodburn Golf & Estates 5 5 OGA Golf Course L 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/4-mile Travelshed to Community Park 1/2-mile Travelshed to Community Park 1-mile Travelshed to Community Park 2-mile Travelshed to Community Park City Parks HOA Parks School Property nSchools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning Map 4: Travelsheds for Community Parks (to 2 miles) 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 C O N T E N T S 65 P A R K S & O P E N S P A C E Exhibit A 282 ---PAGE BREAK--- n n n n n n n n n n n n Woodburn Golf & Estates 5 5 OGA Golf Course L 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/4-mile Travelshed to City Park 1/2-mile Travelshed to City Park 1/4-mile Travelshed to HOA Park City Parks HOA Parks School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning Map 5: Composite Travelsheds for Community, Neighborhood & Pocket Parks & ½-mile) 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 C O N T E N T S 66 P A R K S & O P E N S P A C E Exhibit A 283 ---PAGE BREAK--- n n n n n n n n n n n n Woodburn Golf & Estates 5 5 OGA Golf Course L 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary Potential Acquisition Target Areas 1/4-mile Travelshed to City Park 1/2-mile Travelshed to City Park 1/4-mile Travelshed to HOA Park City Parks HOA Parks School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning Map 6: Travelsheds & Potential Acquisition Targets 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 The map is intended for planning and for informational purposes only and may not be suitable for legal, engineering or surveying purposes. These generalized acquisition areas encompass a broader region in which an acquisition would be ideally suited. They are not intended identify a specific parcel(s) for consideration, and future negotiations with individual landowners will be required. D C E B A D C O N T E N T S 67 P A R K S & O P E N S P A C E Exhibit A 284 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Hermanson Pond Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park Hazel Smith Plaza 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/4-mile Travelshed to Playground 1/2-mile Travelshed to Playground City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 7: Travelsheds: City Park & School Playgrounds (½-mile) C O N T E N T S 68 P A R K S & O P E N S P A C E Exhibit A 285 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Hermanson Pond Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park Hazel Smith Plaza 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1-mile Travelshed to Baseball Field 2-miles Travelshed to Baseball Field City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 8: Travelsheds: City Park Baseball/Softball Fields & 2-mile) C O N T E N T S 69 P A R K S & O P E N S P A C E Exhibit A 286 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Mill Creek Greenway Mill Creek Greenway Hermanson Pond Madame Dorion Trail Madame Dorion Trail Madame Dorion Trail Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1-mile Travelshed to Soccer Field 2-miles Travelshed to Soccer Field City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 9: Travelsheds: City Park Soccer Fields & 2-mile) C O N T E N T S 70 P A R K S & O P E N S P A C E Exhibit A 287 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Hermanson Pond Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park Hazel Smith Plaza 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/2-mile Travelshed to Basketball Court 1-mile Travelshed to Basketball Court City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 10: Travelsheds: City Park & School Basketball Courts & 1-mile) C O N T E N T S 71 P A R K S & O P E N S P A C E Exhibit A 288 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Hermanson Pond Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park Hazel Smith Plaza 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/2-mile Travelshed to Tennis Court 1-mile Travelshed to Tennis Court City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 11: Travelsheds: City Park Tennis Courts & 1-mile) C O N T E N T S 72 P A R K S & O P E N S P A C E Exhibit A 289 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Hermanson Pond Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park Hazel Smith Plaza 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/2-mile Travelshed to Tennis Court 1-mile Travelshed to Tennis Court City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 12: Travelsheds: City Park & School Tennis Courts & 1-mile) C O N T E N T S 73 P A R K S & O P E N S P A C E Exhibit A 290 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Hermanson Pond Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park Hazel Smith Plaza 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/2-mile Travelshed to Pickleball Court 1-mile Travelshed to Pickleball Court City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 13: Travelsheds: City Park Pickleball Courts & 1-mile) C O N T E N T S 74 P A R K S & O P E N S P A C E Exhibit A 291 ---PAGE BREAK--- Woodburn Golf & Estates 5 5 OGA Golf Course Burlingham Park Heritage Park Senior Estates Park Legion Park N Front St Park Nelson Park Alvah Cowan Park Park Settlemier Park Locomotive Park North Hermanson Park Centennial Park Middle Hermanson Park South Hermanson Park Senecal Creek Park Downtown Plaza Park Hermanson Pond Madame Dorion Trail Boones Crossing Dove Landing Mill Creek Greenway Killian's Well Park Hazel Smith Plaza 0 0.25 0.5 0.75 1 0.125 Miles City Limits Urban Growth Boundary 1/2-mile Travelshed to Off-Leash Area 1-mile Travelshed to Off-Leash Area 2-miles Travelshed to Off-Leash Area City Parks School Property Golf Course Interstate Hwy Major Roads Minor Roads Railroad L Map 14: Travelsheds: City Park Off-Leash Dog Park 1- & 2-mile) C O N T E N T S 75 P A R K S & O P E N S P A C E Exhibit A 292 ---PAGE BREAK--- Levels of Service Service standards offer a benchmark for measuring how well the City is meeting the expectations for the provisions of parks, open space, and outdoor recreation facilities for the community. As guidance for assessing current quantities and qualities of parklands and facilities, the level of service (LOS) in Woodburn can be compared other agencies across the country. The traditional measurement focused on acres of parkland for the population. While this standard should not be used exclusively, it can offer a starting point for examining a number of more customized and diverse approaches to evaluating the City’s current service levels through a variety of metrics. National Recreation & Parks Association Agency Performance Review The 2023 National Recreation and Parks Association (NRPA) Agency Performance Review and accompanying Park Metrics provide comprehensive park and recreation-related data to inform park and recreation professionals and key stakeholders about the state of the industry. The 2023 NRPA Agency Performance Review presents data from more than 1,000 unique park and recreation agencies across the United States, as reported between 2020 and 2022. These data provide guidance to inform decisions and demonstrate the full breadth of service offerings and responsibilities of park and recreation agencies across the United States. This Figure 12. NRPA Park Acreage Metrics by Jurisdiction Size per 1000 Population All Agenices Less than 20,000 20,000 to 49,999 50,000 to 99,999 100,000 to 250,000 More than 250,000 Median 10.8 13.0 11.3 11.2 8.9 10.1 Lower Quartile 5.3 6.0 5.9 5.0 4.5 5.2 Upper Quartile 18.4 21.1 17.9 17.3 17.1 17.7 comparison of nationwide data with the City of Woodburn can provide guiding insights rather than target benchmarks. The NRPA data are used to compare different park and recreation providers in communities across the country; however, the Park Metrics database relies on self-reporting by municipalities. Some agencies only include developed, active parks, while others include natural lands with limited or no improvements, amenities, or access. The comparative standards in the table on the following page should be viewed with this variability in mind. Acreage-based Metrics The NRPA Agency Performance Review provides a comparative of parkland acreage metrics across a range of jurisdiction population sizes. Parkland refers to both maintained parks and open space areas, such as greenspaces and plazas. The current population of Woodburn fits within the category of communities 20,000 and 49,999 people. For that population category, the median is 11.3 acres of parkland per 1,000 residents. The current parkland acreage per 1,000 residents in Woodburn is 5.1 acres per 1,000 residents, which is lower than the median and below the lower quartile for comparably-sized communities – based on a parkland inventory of 135 acres and excludes the acreage of local homeowners association open space and golf courses. Staffing & Investment per Capita Metrics Another method for assessing park levels of service examines the investment in parks and facilities using population and budget allocations. The NRPA data provides a comparison of annual operating expenses with other agencies and jurisdictions with similar population sizes. Applying the City’s 2022- 2023 budget data for the Community Services Department (expenditures of $2,447,372, which exclude line items for the Library), the operating expense per capita is $92.47 per resident, which is less than the $94.77 median for all agencies Offer a city map and informational flyer or newsletter to let us all know what’s available for free and for a fee with dates of community events or important happenings in town.” - Survey respondent “ C O N T E N T S 76 P A R K S & O P E N S P A C E Exhibit A 293 ---PAGE BREAK--- and the $103.95 median for park providers in cities with 20,000 to 49,999 residents, see Figure 13. With 135 acres of parkland (includes developed and undeveloped sites), Woodburn’s operating expenses per parkland acre equates to $5,703, which also is lower than the median expenditures of all agencies in aggregate and those of other similarly-sized jurisdictions. Figure 13 also provides the nationwide comparison coupled with aggregate metrics and data of jurisdictions with a similar population size to Woodburn. In most of the listed categories, the City’s provision of parks and recreation is within the range of other agencies in terms of residents per park and operating expenses per acres of parkland. NRPA Metric All Agencies Jurisdiction Size (20,000‐49,999) Woodburn Residents per Park (by jurisdiction size) 2,287 2,014 1,059 Acres of Parkland per 1,000 Residents 10.8 11.3 5.1 Miles of Trails 15 8 4.5 Park & Recreation Staffing (FTEs) 51.5 32.3 20.5 Parks & Recreation FTEs per 10,000 Residents 8.9 10.7 7.7 Parks & Recreation Annual Operating Expenses $5,500,000 $3,255,771 $2,447,372 Parks & Recreation Operating Expenses per Capita $94.77 $103.95 $92.47 Maintenance Operating Expenses per Park Acre $7,388 $8,106 $5,703 Five‐year Capital Budget Spending (prior years) $10,000,000 $5,000,000 $10,596,990 Amenities All Agencies 20,000‐ 49,999 Woodburn Median Acres per 1,000 10.8 11.3 5.1 Median Trail Miles per 1,000 15 8 4.5 Amenity Playgrounds 3,759 3,028 2,941 Baseball (youth) 6,863 5,033 5,294 Soccer (youth) 7,228 4,947 8,823 Rectangular Field (multi‐use) 9,177 7,674 13,234 Dog Parks 43,532 28,000 13,234 Skate Parks 53,144 32,000 26,468 Tennis Courts (outdoor) 5,860 5,815 13,234 Pickleball Courts (outdoor) 13,922 9,257 4,411 Multi‐Use Courts (outdoor) 15,948 9,667 N/A Basketball Courts (outdoor) 7,404 7,117 6,617 Amenities per 1,000 Number of Residents per Amenity However, the number of full-time equivalent (FTEs) employees and the FTE ratio to population deviate from the NRPA median data, with Woodburn’s FTEs lower than comparable agencies. As the park and recreation system expands, the City will need to consider how best to balance the growing demands placed on park maintenance and operations staff to care for parks at the level desired by the community. The City’s capital budget spending over the past five years also is in line with the median of all agencies reporting to the NRPA. Figure 13. NRPA Agency Performance Comparison Looking at the provision of recreation amenities within the park system provides another perspective on the adequacy of park service delivery. From the NRPA Park Metrics data, ten amenities were compared with the median values from an aggregate of all agencies across the country, as well as from similarly-sized jurisdictions to that of Woodburn, see Figure 14. The comparisons indicate that Woodburn is not deficient in playgrounds, baseball fields, dog parks, pickleball courts and skate parks. However, the City provides fewer soccer fields, multi-use rectangular fields and tennis courts than the median of agencies reporting. Also, based on the mapping analysis provided earlier in this chapter, several areas of Woodburn do not have easy access to existing recreational amenities, and residents have to drive for access for various activities. Figure 14. NRPA & Woodburn Metrics by Amenity Type C O N T E N T S 77 P A R K S & O P E N S P A C E Exhibit A 294 ---PAGE BREAK--- Other Performance Metrics In reviewing the park system as a whole, Figure 15 illustrates the current levels of service across different performance measurements. From the community survey results, the frequency of park and trail visitation ranked as the strongest indicator for the park system. These level of service metrics include distribution criteria to reflect the percent of travelshed coverage for each type of park in the community. Based on the gap assessment mapping, the City’s community parks within a 2-mile travelshed cover approximately Quality Criteria Community Life Importance of parks & recreation (Essential or important) 96% LOS Grade A Satisfaction with City's parks or open space ('very' or 'somewhat') 57% LOS Grade D Agency‐based Assessment Condition Assessment Rating of Existing Parks (3‐point scale) 1.4 LOS Grade B Distribution Criteria * Community Park Access (within 2‐mile travelshed) Percent Service Area with Access to Community Park 92% LOS Grade A Parkland Access (within 1‐mile travelshed) Percent Service Area with Access to Community & Neighborhood Parks 92% LOS Grade A Parkland Access (within 1/2‐mile travelshed) Percent Service Area with Access to Community & Neighborhood Parks 57% LOS Grade C Trail System Access (within 1‐mile travelshed) Percent Service Area with Access to Recreational Trails 81% LOS Grade B Trail System Access (within 1/2‐mile travelshed) Percent Service Area with Access to Recreational Trails 59% LOS Grade C Usage / Visitation Criteria Frequency of Park or Trail Use Percent visiting parks and open space at least once per month 71% LOS Grade B * Note: The percentage of land area covered by service area walksheds is a proxy for the population within the residential portion of the city. SCALE: Excellent Good Fair Limited Poor 92% of Woodburn. Areas outside these community park travelsheds are mostly located along the east and southwest perimeters of the City. Coverage measured as a ½-mile walking distance for pocket, neighborhood or community parks was considerably lower, providing access to existing parks for only 36% of the City. The gap analysis conducted for this Plan reinforces the need for new park locations to fill known gaps in parkland distribution. Figure 15. Distribution & Sentiment Metrics A = >90% B = 80 – 89.9% C = 70 – 79.9% D = 50 – 69.9% F = <50% A = <1.2 B = 1.2 ‐ 1.74 C = 1.75 ‐ 2.24 D = 2.25 ‐ 2.79 F = >2.8 A = >85% B = 70 – 84.9% C = 50 – 69.9% D = 30 – 49.9% F = <30% Quality Scale Condition Assessment Scale Usage / Distribution Scale Como la ciudad esta creciendo demasiado es necesario mas amplitud en los parques o crear mas parques en polos opuestos de la cuidad para acortar el tiempo de trasporte oreo llegar mas rápido al parque mas cerca. (As the city is growing too much, it is necessary to have more space in the parks or to create more parks in opposite sides of the city to shorten the transportation time or to get to the nearest park faster.)” - Survey respondent “ C O N T E N T S 78 P A R K S & O P E N S P A C E Exhibit A 295 ---PAGE BREAK--- Trails and paths provide people with valuable links between neighborhoods, parks, schools, transit, business centers, and other destinations. This chapter provides an overview of the trails system in Woodburn, including recommendations on continuing initiatives. Completing and expanding trail system connections was identified as one of the priorities during the community engagement process, and walking was the top activity for Woodburn residents. The community seeks an expansion of walking trails and the establishment of bike paths, emphasizing the importance of connectivity between parks. Continuing to manage and invest in the trail system, while also improving trail access to transit options, is essential to maintaining a healthy and livable community and promoting alternatives to vehicle use. RECREATIONAL TRAILS Chapter 6 Trail Trends Walking and hiking continue to be the most popular recreational activities nationally and regionally. Furthermore, national recreation studies have consistently ranked walking and hiking as the most popular forms of outdoor recreation over the last ten years, and summaries of recreation trends are provided in Appendix G. The Oregon Statewide Comprehensive Outdoor Recreation Plan confirmed that outdoor recreation is an integral part of life for most Oregon residents, with strong participation in the most popular category of activities, which includes walking on local streets/sidewalks (313 million user occasions) and walking on local trails/paths (113 million user occasions). Across the state, outdoor recreation participants rated the development of walking and hiking trails closer to home as high in importance. The most important funding need expressed by public recreation providers was for community trail systems. C O N T E N T S 79 R E C R E A T I O N A L T R A I L S Exhibit A 296 ---PAGE BREAK--- The COVID-19 pandemic significantly impacted outdoor recreation activities, including trail use. Local and regional park and recreation agencies that managed trail systems were pressed to adapt to heavy usage and crowded trailhead parking, as many people shifted their daily exercise routines to outdoor activities, such as walking and bicycling. An August 2020 report from the Outdoor Industries Association revealed that Americans took up new activities in significant numbers, with the biggest gains in running, cycling, and hiking. Walking, running, and hiking were widely considered the safest activities during pandemic shutdowns. Participation rates for day hiking rose more than any other activity. The 2022 Outdoor Participation Report confirms the increase in outdoor recreation participants into 2021. Participation retained its momentum indicating that once someone begins to participate, they are likely to continue to participate. Hiking and running were the top two outdoor activities, a trend that has continued to build in recent years. Notably, this 2022 report shares that the number of seniors, ages 65 and older, participating in outdoor activities grew by 16.8% (an astounding 2.5 million) since 2019. Trails and pathways are essential infrastructure to support outdoor recreation. The annual study from the National Recreation and Parks Association of how Americans use their parks determined that people who live near parks and recreation facilities are more likely to arrive at that park by walking, biking or running, with walking being the most common method of transport. With the rapid increase in electric-assist mobility and the potential for user conflicts due to increased speeds, Woodburn will want to determine the best approach for ensuring safety for all trail users and how best to promote trail etiquette on shared-use pathways. Community Insights As noted in previous chapters, feedback from the community surveys and two public meetings provided a wealth of local insights on current usage and interests in various recreation amenities, including trails. Survey respondents visit local parks and recreation facilities for a variety of reasons, but the most popular reason is to walk or run About two-thirds of survey respondents would like to see more walking and biking trails Respondents were asked about their support for a variety of potential additions to the park system. Virtually all residents were either very or somewhat supportive of additional walking trails From a list of potential park system investments, respondents identified improving and upgrading existing parks as their top priority, followed closely by expanding trail opportunities. Respondents were asked to describe one thing that they would like to see the City of Woodburn do to improve parks, trails, aquatics, and/or recreation programs. One of the common themes that emerged from the 380 specific comments was walking trails and connectivity. The community seeks an expansion of walking trails and the establishment of bike paths, emphasizing the importance of connectivity between parks. Residents also specifically requested better lighting along trails, wheelchair-friendly paths, and pet-friendly trails. The fall 2023 online open house provided additional community input toward trail improvements. Several respondents advocated for safe pathways connecting various parts of the community, schools, and downtown areas. Others mentioned they would like improvements to trail safety with lighting. Regarding potential trail amenities, open house participants more strongly favored trailhead restrooms, benches along trails, and drinking fountains or water bottle filling stations. The top three trail segments include a citywide loop trail around Woodburn, expanding Mill Creek trail between Settlemier Park and Woodburn High School, and connecting Centennial Park to Settlemier Park. Other comments included: „ Installing more seating along paths, „ Adding a bike repair center, and „ Improving trail accessibility. These community needs are already informing future investments. The City’s adopted Budget for 2023- 2024 proposes to invest in additional development of the Mill Creek Greenway Trail with an estimated $850,000, that was made possible by an approved grant application to help fund several proposed segments of the Mill Creek Greenway Trail and connector pathways. The Oregon Community Pathways Grant helps fund off-street, shared use trails to connect employment, social services and school sites. The grant application targets five different trail segments that would help connect to existing trails, neighborhoods and destinations. C O N T E N T S 80 R E C R E A T I O N A L T R A I L S Exhibit A 297 ---PAGE BREAK--- Trail Planning Implementing Woodburn’s network of trails will expand access for all community members and support sustainability goals around reducing vehicle dependence. The trail network serves as foundational infrastructure for an interconnected system of outdoor recreation facilities. Connecting trails into and through urban centers and new neighborhoods will allow for alternative modes of accessing goods and services. Several past plans have articulated the need for, and continue to guide, an expanded trail system. The City of Woodburn Comprehensive Plan recently amended in 2022 states the intent of the City to provide adequate parks, recreation facilities and open space to maintain Woodburn’s livability and managed growth, and to provide social, economic and environmental benefits to individuals, families and the community. The Plan articulates policies for acquisition and development of adequate parkland for neighborhood parks, trails and open spaces. The City established a one-third mile walkability target for residents to have easy access to parks, trails, and indoor facilities. The implementation of the Mill Creek Greenway Master Plan and the provision of a continuous public greenway and pathway system is another policy within the Comprehensive Plan. The Mill Creek Greenway Master Plan drafted in 2007 created system-wide recommendations for trail design, alignments and improvements along the Greenway. The Master Plan provides recommendations for trail routes, transition nodes, and support facilities such as restrooms, trailheads, benches, and signage. The Master Plan also provided a six-year plan for project implementation along sections currently owned by the City. The Plan cited the Marion County Transportation Plan as including a trail route along Mill Creek that would connect Woodburn with the City of Gervais to the south and Hubbard and Aurora to the north. This trail would continue Woodburn’s Mill Creek Greenway system to the Pudding River, just north of Aurora. The previous 2009 Woodburn Parks Master Plan included recommendations that identified the need to improve walkability to parks and recreation facilities and to the community as a whole. The Parks Master Plan also provided a ten-year list of recommended capital projects with proposed implementation timing and estimated costs. The first phase of the Mill Creek Greenway was constructed in 2011. Acquisition of properties and future trail construction projects were identified over the next ten years. The Highway 99E Corridor Plan was developed for the transportation corridor that runs through the eastern edge of the City of Woodburn for the purpose of facilitating the revitalization of the corridor. The Plan examined pedestrian and bicycle access and safety and promoted redevelopment that would result in a more walkable safe streetscape with connections to adjacent neighborhoods. The Plan includes an access management plan to be implemented incrementally to improve traffic safety for motorists, bicyclists and pedestrians. The Transportation System Plan (TSP) for the City of Woodburn set the goals for multimodal mobility to provide a multimodal transportation system that includes a network of bike lanes and routes, as well as sidewalks and off-street pathways, that improve bicycle and pedestrian mobility within neighborhoods and link other community destinations. The TSP names the Mill Creek Greenway as a high priority project and numerous connecting pathways as medium priority projects for implementation. The TSP cites the value of wayfinding signs for use on primary bicycle routes and multi-use paths to help define the route and direct users towards destinations with information about distances and average travel times. The TSP projects include a city-wide wayfinding signage system to support bike routes, multi-use paths, parks, schools and other destinations. Trail Classifications As Woodburn’s trail system grows and the extent of the Mill Creek Greenway Trail connects to neighboring cities, it will be beneficial to adopt a trail classification system to distinguish between types of trails and the standards of maintenance that would be expected. The Mill Creek Greenway Trail currently functions to connect the community across different neighborhoods, parks and destinations. The Greenway Trail also travels through some parks. Individually, some parks have interior paved pathways and trails that provide easy access to park amenities. The Woodburn recreational trail classification system should be based on a tiered network and includes three primary trail categories: Regional, Connector, and Local/Park Trails. The differences between trail classifications are based on the purpose and intensity of use, which influences the trail width, material, and recommended support facilities. C O N T E N T S 81 R E C R E A T I O N A L T R A I L S Exhibit A 298 ---PAGE BREAK--- Regional Trails Regional trails are typically planned and designed with active transportation and high volume recreation use as their primary purpose. The Mill Creek Greenway Trail future segments are planned as 10’ paved pathways with 2’ on each side (per current WDO). In general, regional trails are completely separated from roads by distance or barriers, and at-grade crossings of roadways are minimized to avoid conflicts. Regional trails should be a minimum of 10 feet wide under most conditions, with a minimum two-foot wide graded area on both sides that should be flush with the trail. These trails are intended to be long-distance routes that connect to other trails and extend to other cities. Coordination with adjacent jurisdictions including Marion County, community development programs, and transportation planning is central to developing a complete system of regional trails. Connector Trails Connector trails are the key linkages between regional trails and other major areas. These trails can be paved or soft surface trails, but these are typically more narrow than regional trails, due to more limited use and possible land access issues. These trails are designed for recreation and transportation uses. Connector trails should meet the City’s sidewalk standards at a minimum and have a width of six to eight feet. Where feasible, connector trails could match the width and character of regional trail to provide a smooth transition and meet local demand. Local/Park Trails Local trails are typically within or connected to parks and may be paved or soft surface trails that can range from a few feet foot to ten feet wide. These trails are typically designed for recreational uses, such as neighborhood links, park trails, and hiking, off-road bicycling, and equestrian trails. These trails can also meet special interest activities, such as BMX and mountain biking. Park trails are typically paved with concrete or asphalt. Other local trails may be constructed with native soil from the site or with a surface of gravel or wood chip material if additional reinforcement is required. Trail surfaces are graded to reduce the potential for erosion. Figure 16. Recommended Trail Classifications C O N T E N T S 82 R E C R E A T I O N A L T R A I L S Classification Function Use Type Users Surfacing Width Regional Trail Major connections through community and beyond Multi‐use Pedestrians, cyclists, skaters. Equestrians (where feasible) Asphalt, concrete, boardwalk. 12‐18' Connector Trail Connects parks, trails, neighborhoods and destinations Multi‐use Pedestrians, cyclists, skaters. Asphalt, concrete, boardwalk. Gravel, possible. 8‐12' Local / Park Trail Interior loops or point‐to‐point routes in public spaces. Multi‐ or single use Pedestrians, cyclists, skaters. Asphalt, concrete, boardwalk. Gravel, native soil, forest duff, wood chips also possible. 2‐10' Exhibit A 299 ---PAGE BREAK--- n n n n n n n n n n n n ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ AUDREY WAY WOODLAND AVE HAZELNUT DR A ST BARLEY ST W HAYES ST CORBY ST JUDY ST RYE ST NATIONAL WAY TIERRA LYNN DR COMSTOCK AVE PARK AVE AZTEC DR UMPQUA RD N BOONES FERRY RD S SETTLEMIER AVE JOHNSON ST E CLEVELAND ST PARR RD NE MAR CEL DR BROWN ST BEN BROWN LN N PACIFIC HWY CONSTITUTION AVE COMSTOCK WAY ORCHARD LN STARK ST YOUNG ST N SETTLEMIER AVE BRYAN ST HAWLEY ST WILSON ST S EVERGREEN RD E BLAINE ST RAINIER RD NEKIA ST MILLER FARM RD MERIDIAN DR WILCO HWY NE GOOSE CREEK RD GRANITE ST HARVEST WAY NEWBERG HWY HIGHWAY 99E PATRIOT ST GARFIELD ST HARDCASTLE AVE E LINCOLN ST W LINCOLN ST COUNTRY CLUB RD ALEXANDRA AVE ASTOR WAY HARVARD DR WILLOW AVE DAYLILY ST SUNFLOWER ST FOXGLOVE ST N 3RD ST JUNE WAY TOMLIN AVE VANDERBECK LN N ARNEY RD TROON AVE HARRISON ST S PACIFIC HWY PANA ST LEASURE ST N FRONT ST OAK ST LANDAU DR BROADWAY ST OREGON WAY AUSTIN AVE FINZER WAY KING WAY PRINCETON RD ST DOUD ST COZY WAY COUNTRY CLUB CIR DAHLIA ST MAYANNA DR PARK CIR ARLINGTON AVE TULIP AVE STATE HWY 219 N 2ND ST HEATHER WAY ELANA DR TUKWILA DR MCLAUGHLIN DR BERNARD DR IRONW OOD TER IRIS ST GRANT ST BRIDLEWOOD LN S FRONT ST N 4TH ST N 5TH ST HERMANSON ST CHURCH ST N 1ST ST W CLEVELAND ST N 6TH ST MONTGOMERY ST FAIRWAY ST CHAMPIONSHIP DR SMITH DR WALTON WAY STEVEN ST THOMPSON RD GATCH ST QUINN RD STACY ALLISON WAY COUNTERY CLUB TER WARREN WAY MEADOWVALE LN PROGRESS WAY ELM ST REED AVE HIGH ST S WOODLAND AVE DEER RUN COUNTRY LN RAY J GLATT CIR OXFORD ST SWEETWATER AVE HOOPER ST NE SHENANDOAH LN MARSHALL ST CAROL ST MCKINLEY ST HALL ST TEN OAKS LN NE BRADLEY ST MOLALLA RD NE EVERGREEN RD LINFIELD AVE INDUSTRIAL AVE OGLE ST GREENVIEW DR TOOZE AVE JAMES ST ACACIA AVE N CASCADE DR CAMELLIA WAY WHEAT ST LILAC WAY ROANOKE ST AUTUMN BLVD GARDEN WAY PALM AVE LAWSON ST HAMPTON WAY KELOWNA ST OATS ST SPRAGUE LN CENTER ST NE JORY ST KOTKA ST WORKMAN DR OLIVE AVE ELANA WAY COMMERCE WAY BLAINE ST ROY AVE CAMAS ST SANTIAM DR SALLAL RD STANFIELD RD SILVERTON AVE SYCAMORE AVE MCNAUGHT RD GEORGE ST FAIRWOOD CRESCENT RANDOLPH RD BUTTEVILLE RD NE E CLACKAMAS CIR W CLACKAMAS CIR S CASCADE DR S COLUMBIA DR MT HOOD AVE Woodburn Golf & Estates 5 5 OGA Golf Course City Limits Urban Growth Boundary Existing Recreational Trails ¾½ Existing Bikelanes City Parks HOA Parks School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning L 0 0.25 0.5 0.75 1 0.125 Miles Map 15: Existing Recreational Trails 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail C O N T E N T S 83 R E C R E A T I O N A L T R A I L S Exhibit A 300 ---PAGE BREAK--- Trail System Inventory In addition to paved pathways and natural surfaced trails within individual parks and open spaces, Woodburn has a growing network of trails providing outdoor recreation opportunities and connections across the city. These trails generally are part of the Mill Creek Greenway Trail system and offer a variety of surface types and accommodate pedestrians and cyclists. The existing recreation trail segments provide 5 miles for walking and biking. Figure 17. Woodburn Trail Inventory Trail System Gap Analysis A gap analysis was conducted to examine and assess the accessibility of existing recreational trails. As with the parkland analysis, travel distances were calculated along the road network starting from each existing trail segment’s known access points. Local trails within parks were also depicted. Travelsheds were calculated with ¼-mile, ½-mile and 1-mile distances for major trails Mill Creek Greenway Trail) and ¼-mile and ½-mile travelsheds for the remainder local/park trails). Map 16 illustrates the citywide distribution of recreational trails and the relative access to these corridors within reasonable travel walksheds. Approximately 59% of the City has access to regional and recreational trails within a ½-mile. The service area grows to 81% of the City when the travelshed is expanded to a 1-mile distance for major trails and ½-mile distance for minor trails. Similar to transportation planning, recreational trail planning should be geared toward connectivity as a system performance metric, rather than mileage. Only considering a mileage standard for paths within the Woodburn park system will result in an isolated and inadequate assessment of community needs with little consideration for better trail connectivity. This Plan recommends a connectivity goal that re-states and reinforces the desire to improve overall connections across the City to enhance off- street linkages between parks, schools, and major destinations, as feasible. The use of policies and objectives is more appropriate for the expansion of the trails network with a focus on connectivity, rather than the use of a per capita distance metric miles per 1,000 population). Therefore, this Plan does not propose a mileage-based trail facility standard. To be clear, the proposed exclusion of a mileage-based standard for trails does not diminish or reduce the importance of or value in continuing to expand and grow the trail network; the intent is merely to orient the City’s efforts toward a policy- based approach of trail connectivity. 81% 81% Residential areas within 1 mile of recreational trail Add walking trails and wildlife preserve areas. The city has a large amount of recent apartment buildings going up. Those people need nice places to get out and enjoy the outdoors.” - Survey respondent “ C O N T E N T S 84 R E C R E A T I O N A L T R A I L S Trail Segment Classification Length (ft) Length (mi) Centennial Park Park Trail 5,255 1.00 Legion Park Park Trail 1,358 0.26 Mill Creek Greenway Trail Regional Trail 7,065 1.34 Nelson Park Park Trail 1,174 0.22 Right‐of‐Way Route Connector Trail 3,017 0.57 Senior Estates Park Park Trail 1,311 0.25 Smith Creek Trail Connector Trail 6,430 1.22 Other Local Trail 875 0.17 Total Length 26,486 5.02 Exhibit A 301 ---PAGE BREAK--- n n n n n n n n n n n n AUDREY WAY WOODLAND AVE HAZELNUT DR A ST BARLEY ST W HAYES ST CORBY ST JUDY ST RYE ST NATIONAL WAY TIERRA LYNN DR COMSTOCK AVE PARK AVE AZTEC DR UMPQUA RD N BOONES FERRY RD S SETTLEMIER AVE JOHNSON ST E CLEVELAND ST PARR RD NE MAR CEL DR BROWN ST BEN BROWN LN N PACIFIC HWY CONSTITUTION AVE COMSTOCK WAY ORCHARD LN STARK ST YOUNG ST N SETTLEMIER AVE BRYAN ST HAWLEY ST WILSON ST S EVERGREEN RD E BLAINE ST RAINIER RD NEKIA ST MILLER FARM RD MERIDIAN DR WILCO HWY NE GOOSE CREEK RD GRANITE ST HARVEST WAY NEWBERG HWY HIGHWAY 99E PATRIOT ST GARFIELD ST HARDCASTLE AVE E LINCOLN ST W LINCOLN ST COUNTRY CLUB RD ALEXANDRA AVE ASTOR WAY HARVARD DR WILLOW AVE DAYLILY ST SUNFLOWER ST FOXGLOVE ST N 3RD ST JUNE WAY TOMLIN AVE VANDERBECK LN N ARNEY RD TROON AVE HARRISON ST S PACIFIC HWY PANA ST LEASURE ST N FRONT ST OAK ST LANDAU DR BROADWAY ST OREGON WAY AUSTIN AVE FINZER WAY KING WAY PRINCETON RD ST DOUD ST COZY WAY COUNTRY CLUB CIR DAHLIA ST MAYANNA DR PARK CIR ARLINGTON AVE TULIP AVE STATE HWY 219 N 2ND ST HEATHER WAY ELANA DR TUKWILA DR MCLAUGHLIN DR BERNARD DR IRONW OOD TER IRIS ST GRANT ST BRIDLEWOOD LN S FRONT ST N 4TH ST N 5TH ST HERMANSON ST CHURCH ST N 1ST ST W CLEVELAND ST N 6TH ST MONTGOMERY ST FAIRWAY ST CHAMPIONSHIP DR SMITH DR WALTON WAY STEVEN ST THOMPSON RD GATCH ST QUINN RD STACY ALLISON WAY COUNTERY CLUB TER WARREN WAY MEADOWVALE LN PROGRESS WAY ELM ST REED AVE HIGH ST S WOODLAND AVE DEER RUN COUNTRY LN RAY J GLATT CIR OXFORD ST SWEETWATER AVE HOOPER ST NE SHENANDOAH LN MARSHALL ST CAROL ST MCKINLEY ST HALL ST TEN OAKS LN NE BRADLEY ST MOLALLA RD NE EVERGREEN RD LINFIELD AVE INDUSTRIAL AVE OGLE ST GREENVIEW DR TOOZE AVE JAMES ST ACACIA AVE N CASCADE DR CAMELLIA WAY WHEAT ST LILAC WAY ROANOKE ST AUTUMN BLVD GARDEN WAY PALM AVE LAWSON ST HAMPTON WAY KELOWNA ST OATS ST SPRAGUE LN CENTER ST NE JORY ST KOTKA ST WORKMAN DR OLIVE AVE ELANA WAY COMMERCE WAY BLAINE ST ROY AVE CAMAS ST SANTIAM DR SALLAL RD STANFIELD RD SILVERTON AVE SYCAMORE AVE MCNAUGHT RD GEORGE ST FAIRWOOD CRESCENT RANDOLPH RD BUTTEVILLE RD NE E CLACKAMAS CIR W CLACKAMAS CIR S CASCADE DR S COLUMBIA DR MT HOOD AVE Woodburn Golf & Estates 5 5 OGA Golf Course City Limits Urban Growth Boundary 1/4-mile Travelshed to Existing Trail 1/2-mile Travelshed to Existing Trail Existing Recreational Trails City Parks HOA Parks School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning L 0 0.25 0.5 0.75 1 0.125 Miles Map 16: Travelsheds for Existing Trails (to ½-mile) 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail C O N T E N T S 85 R E C R E A T I O N A L T R A I L S Exhibit A 302 ---PAGE BREAK--- Trails for Walkable Communities Parks are known to contribute to a healthier community by providing accessible outdoor recreation particularly through the walking trail within each park. Getting to a park by foot or bike can also offer a healthier choice integrated with the park destination and its amenities. In the NRPA publication Safe Routes to Parks, the elements of walkable, healthy community design are outlined as convenience, comfort, access and design, safety, and the park itself. Sidewalks, bikeways, and trails should provide an integrated alternative transportation system for residents to access parks and other destinations within their community. As further emphasis for the importance of a walkable community to promote public health, the Surgeon General has issued a Call to Action to “step it up” and promote more walking and build a more walkable world. A more connected network of trails, sidewalks, and bike lanes with links to public transit also provides economic values. Trail Amenities Alignments & Connections The expansion of the trail network should prioritize trail alignments and locations that are optimal from multiple perspectives: trail user, trail experience, and trail connectivity. Cost, regulatory, and site suitability factors are typically incorporated into implementation timing. New trail alignments should strive to accommodate different trail use types commuter vs. recreational/destination oriented) and utilize interim solutions, such as widening sidewalks and utilizing existing or planned utility corridors as opportunities for trail improvements. Integration of trail projects with other pedestrian infrastructure projects and other transportation projects implemented by the City is essential for expanding the reach of trail opportunities. Trail alignments for neighborhood and park trails should serve as connections to regional, shared-used trails to provide access and reduce the sole reliance on trailheads for providing access to the trail network. New developments also should provide for connections to nearby trails and pathways, wherever feasible. The Conceptual Recreational Trail System map (Map 17) indicates potential alignments that can vary depending upon landowner willingness, along with environmental constraints and design considerations. Areas of Respite Beyond trailheads that can provide access to the trail with parking, restrooms, drinking water or seating, rest areas along trail segments can enhance the trail user’s experience to enjoy the natural settings and/ or urban dynamics of the trail’s environment. Areas of respite are usually available within developed parks connected to the trail system, but longer sections of trails between trailheads and parks could offer places to rest, stop and chat, enjoy wildlife viewing, reconnoiter, meet-up with fellow trail users, etc. Differentiated from trailheads, these ‘rest stops’ can simply offer pull-offs with benches or picnic tables, observation or viewing platforms, or interpretive signs. These sites should also be included in the emergency response system with an identifying code to provide locator information. C O N T E N T S 86 R E C R E A T I O N A L T R A I L S Exhibit A 303 ---PAGE BREAK--- Trails for Aging Populations Today’s active seniors are looking at retirement age differently, as many are retooling for a new career, finding ways to engage with their community, and focusing on their health and fitness. It will be critical for Woodburn’s park and recreation system to take a comprehensive approach to the City’s aging population needs. Accessibility and barrier- free parking and paths, walkability, and connectivity will be paramount to future planning. Providing experiences for today’s older adults includes not only active and passive recreation, but also the type of equipment needed to engage in certain activities. Trails provide the infrastructure for the most popular and frequent outdoor recreation activity of older adults: walking. Access & Trailheads Safe, convenient to the trail network expands access for users and are a necessary component of a robust and successful system. A trailhead typically includes parking, kiosks, and signage and may consist of site furnishings, such as trash receptacles, benches, restrooms, drinking fountains, bike repair stations, and bike racks. More recent trailhead installations are adding electric bike charging stations to continue to expand alternative modes of transportation. Trailheads may be within public parks and open space or provided via interagency agreements with partner organizations Marion County, Woodburn School District, ODOT, etc.) to increase use and reduce unnecessary duplication of support facilities. Specific trailhead designs and layouts should be created as part of planning and design development for individual projects and consider the intended user groups and unique site conditions. Trail Development Opportunities Opportunities to develop additional trails and connections may be limited in areas with existing dense urban development. One underlying tenet of the recreational trail system is to enable the placement of trails within or close to natural features to provide access to the City’s unique landscapes and connect outdoor recreational access to parks and natural areas. Mill Creek Greenway Trail follows the alignment of the creek and connects to parks, and new development has added the Smith Creek path system to the Greenway Trail. The future planning and design of trail routes through natural areas should be based on sensitive and low-impact design solutions that offer controlled access to protect the resource, while providing for a positive experience for all modes of trail user. The determination of future trail alignments should prioritize natural resource and natural hazards planning and protections, in part to meet local land use policies and Oregon State requirements. C O N T E N T S 87 R E C R E A T I O N A L T R A I L S Exhibit A 304 ---PAGE BREAK--- Trail Signs & Wayfinding Coordinated signage plays an important role in facilitating a successful trail system. A comprehensive and consistent signage system, implemented according to the type, scale, and site of the trail setting, is a critical component of the trail network. It also is necessary to inform, orient, and educate users about the trail system itself, as well as appropriate trail etiquette. Such a signage system should include trail identification information, orientation markers, safety and regulatory messages, and a unifying design identity for branding. Integrating Design Elements The Monon Trail, a rail trail heading north almost 17 miles from downtown Indianapolis, illustrates some tools for helping visitors find the trail and find their way along the trail. The combination of a signature color, unified logos and icons, matching site furnishing, and signage styles help identify the location and direction of the trail and its support facilities, as part of a unified navigation system. At crossroads and trailheads, the bright red colors used consistently in signs and furnishings mark the trail’s presence. Kiosks and information signs help orient the trail user. Rule signs alert the user to trail behavior expectations and reinforce trail identity. The signage system helps identify place, provide information about trail distances and amenities, locate connections and interpret history and culture. Have a walking path or map to connect to all parks. I’d like to walk the town and stop at parks.” - Survey respondent “ C O N T E N T S 88 R E C R E A T I O N A L T R A I L S Exhibit A 305 ---PAGE BREAK--- n n n n n n n n n n n n ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ ¾½ AUDREY WAY WOODLAND AVE HAZELNUT DR A ST BARLEY ST W HAYES ST CORBY ST JUDY ST RYE ST NATIONAL WAY TIERRA LYNN DR COMSTOCK AVE PARK AVE AZTEC DR UMPQUA RD N BOONES FERRY RD S SETTLEMIER AVE JOHNSON ST E CLEVELAND ST PARR RD NE MAR CEL DR BROWN ST BEN BROWN LN N PACIFIC HWY CONSTITUTION AVE COMSTOCK WAY ORCHARD LN STARK ST YOUNG ST N SETTLEMIER AVE BRYAN ST HAWLEY ST WILSON ST S EVERGREEN RD E BLAINE ST RAINIER RD NEKIA ST MILLER FARM RD MERIDIAN DR WILCO HWY NE GOOSE CREEK RD GRANITE ST HARVEST WAY NEWBERG HWY HIGHWAY 99E PATRIOT ST GARFIELD ST HARDCASTLE AVE E LINCOLN ST W LINCOLN ST COUNTRY CLUB RD ALEXANDRA AVE ASTOR WAY HARVARD DR WILLOW AVE DAYLILY ST SUNFLOWER ST FOXGLOVE ST N 3RD ST JUNE WAY TOMLIN AVE VANDERBECK LN N ARNEY RD TROON AVE HARRISON ST S PACIFIC HWY PANA ST LEASURE ST N FRONT ST OAK ST LANDAU DR BROADWAY ST OREGON WAY AUSTIN AVE FINZER WAY KING WAY PRINCETON RD ST DOUD ST COZY WAY COUNTRY CLUB CIR DAHLIA ST MAYANNA DR PARK CIR ARLINGTON AVE TULIP AVE STATE HWY 219 N 2ND ST HEATHER WAY ELANA DR TUKWILA DR MCLAUGHLIN DR BERNARD DR IRONW OOD TER IRIS ST GRANT ST BRIDLEWOOD LN S FRONT ST N 4TH ST N 5TH ST HERMANSON ST CHURCH ST N 1ST ST W CLEVELAND ST N 6TH ST MONTGOMERY ST FAIRWAY ST CHAMPIONSHIP DR SMITH DR WALTON WAY STEVEN ST THOMPSON RD GATCH ST QUINN RD STACY ALLISON WAY COUNTERY CLUB TER WARREN WAY MEADOWVALE LN PROGRESS WAY ELM ST REED AVE HIGH ST S WOODLAND AVE DEER RUN COUNTRY LN RAY J GLATT CIR OXFORD ST SWEETWATER AVE HOOPER ST NE SHENANDOAH LN MARSHALL ST CAROL ST MCKINLEY ST HALL ST TEN OAKS LN NE BRADLEY ST MOLALLA RD NE EVERGREEN RD LINFIELD AVE INDUSTRIAL AVE OGLE ST GREENVIEW DR TOOZE AVE JAMES ST ACACIA AVE N CASCADE DR CAMELLIA WAY WHEAT ST LILAC WAY ROANOKE ST AUTUMN BLVD GARDEN WAY PALM AVE LAWSON ST HAMPTON WAY KELOWNA ST OATS ST SPRAGUE LN CENTER ST NE JORY ST KOTKA ST WORKMAN DR OLIVE AVE ELANA WAY COMMERCE WAY BLAINE ST ROY AVE CAMAS ST SANTIAM DR SALLAL RD STANFIELD RD SILVERTON AVE SYCAMORE AVE MCNAUGHT RD GEORGE ST FAIRWOOD CRESCENT RANDOLPH RD BUTTEVILLE RD NE E CLACKAMAS CIR W CLACKAMAS CIR S CASCADE DR S COLUMBIA DR MT HOOD AVE Woodburn Golf & Estates 5 5 OGA Golf Course City Limits Urban Growth Boundary Existing Recreational Trails Conceptual Recreational Trails ¾½ Existing Bikelanes City Parks HOA Parks School Property n Schools Golf Course Interstate Hwy Major Roads Minor Roads Railroad Non-Residential Zoning L 0 0.25 0.5 0.75 1 0.125 Miles Map 17: Existing & Conceptual Recreational Trail Corridors The map is intended for planning and for informational purposes only and may not be suitable for legal, engineering or surveying purposes. The proposed trail routes are intended to illustrate general alignments, which will be contingent upon future design studies. The map does not represent the intention of the City of Woodburn or anyone else to construct any trail over the opposition of property owners. The map includes some existing bicycle and pedestrian recreational routes for context, some of which are provided on sidewalks or streets. 23 5 18 7 6 2 4 1 3 12 10 21 19 13 11 14 22 20 16 17 8 25 24 26 15 9 1 Alvah Cowan Park 10 Heritage Park 19 Mill Creek Greenway 2 Boones Crossing 11 Hermanson Park Middle 20 Nelson Park 3 Burlingham Park 12 Hermanson Park North 21 North Front St Park 4 Centennial Park 13 Hermanson Park South 22 Senecal Creek Park 5 Dahlia Plaza Pocket Park 14 Hermanson Pond 23 Senior Estates Park 6 Dove Landing 15 Killian's Well Park 24 Settlemier Park 7 Downtown Plaza Park 16 Legion Park 25 Woodburn Aquatic Center 8 Frank Scheer Locomotive Park 17 Library Square 26 Wyffels Park 9 Hazel Smith Plaza 18 Madame Dorion Trail C O N T E N T S 89 R E C R E A T I O N A L T R A I L S Exhibit A 306 ---PAGE BREAK--- Chapter 6: Recreation, Aquatics & Events “Expand the aquatic center. It’s always packed and it’s a priority to have kids and adults swimming. It’s a lifelong sport.” - Survey respondent C O N T E N T S 90 R E C R E A T I O N Exhibit A 307 ---PAGE BREAK--- The recreation facilities, offerings and events available within Woodburn are a major community asset and support the physical, mental, and social health of community members. Various recreation options are available through a range of public and private recreation, health and fitness providers and facilities. The City currently provides programing through a mix of City-run programs and through partnerships and program contractors. At the present, the City has limited space and staffing for traditional programming. Recreation Trends The following national and state data highlights some of the current trends in recreation and may frame future considerations in Woodburn’s recreation offerings, events and partnerships. Additional trend data are provided in Appendix G. „ Nationwide, 82% of U.S. adults believe that parks and recreation are essential. „ 72% of survey respondents indicate that having a high-quality park, playground, public open space or recreation center nearby is an important factor in deciding where they want to live. „ Nearly all (93%) park and recreation agencies provide recreation programs and services. The top five most commonly offered programs include holiday or other special events educational programs group exercise fitness programs and day or summer camps RECREATION, AQUATICS & EVENTS Chapter 7 C O N T E N T S 91 R E C R E A T I O N Exhibit A 308 ---PAGE BREAK--- „ More than eight in ten agencies provide themed special events (90% of agencies), team sports social recreation events youth summer camps fitness enhancement classes and health and wellness education „ America’s children are spending more time outdoors over the past decade, and the COVID pandemic accelerated that trend. Overall, the percentage of children participating in outdoor recreation was high in 2021, at just over 70%. „ Over the past two years, participation rates are up across the board for America’s youth, with strong growth in participation by girls (4.9% higher for girls ages 6 to 12, and 5.3% higher for girls 13 to 17). „ Yoga continued to have one of the largest gains in fitness activities. „ Activities with the highest 5-year increase in participation include indoor climbing (13%) and pickleball „ Nearly all park and recreation providers in the U.S. experienced a decline in revenue in 2020 due to the COVID-19 pandemic. As early as May 2020, most providers had to close facilities temporarily in accordance with health and safety directives. Nearly half also furloughed or laid off staff due to the funding and facility impacts of the pandemic. „ Research from the US Bureau of Economic Analysis shows that arts and culture drive 4.2% of the US gross domestic product (GDP), generating $ 876.7 billion in 2020. „ People who say their neighborhood has easy access to quality arts and cultural activities tend to be more satisfied, identify more with local lifestyle and culture, and invest more time and resources in their communities. Recreation Management magazine’s 2022 Report on the State of the Managed Recreation Industry summarizes information provided by a wide range of professionals working in the recreation, sports, and fitness industry. Regarding program options, respondents from community centers, park departments, and health clubs reported that they plan to add programs over the next few years. The ten most commonly planned program additions were: „ Mind-body balance programs „ Fitness programs „ Group exercise programs „ Educational programs „ Arts and crafts programs „ Teen programs „ Functional fitness programs „ Performing arts programs „ Environmental education „ Holidays and other special events According to the 2022 Outdoor Participation Report, published by the Outdoor Foundation, just over half (54%) of Americans ages 6 and older participated in outdoor recreation at least once in 2021. The outdoor participant base has increased 6.9% since the COVID pandemic began in early 2020. Addressing the COVID-19 pandemic required many respondents to either put programs or services on hold (82%) or cut programs or services entirely Additionally, many respondents have had to rethink their programming portfolios. Two-thirds of respondents (67%) had added online fitness and wellness programming as of May 2020, 39% were involved in programs to address food insecurity, and one in four was involved in programs to provide educational support to out-of-school children. Sources: American Engagement with Parks Survey 2020 NRPA Agency Performance Review 2022 NRPA Agency Performance Review 2022 Outdoor Participation Report 2022 Sport & Fitness Industry Association Sports, Fitness, And Leisure Activities Topline Participation Report 2020 State of the Industry Report US Bureau of Economic Analysis, 2022 Knight Foundation Community Ties survey Community-Ties-Final-pg. pdf (knightfoundation.org). Builds off Soul of Community Longitudinal Study (2008-2010) conducted by the Knight Foundation found key drivers of community attachment to be social offerings, openness, and aesthetics. C O N T E N T S 92 R E C R E A T I O N Exhibit A 309 ---PAGE BREAK--- Community Feedback Participants of both open houses and stakeholder group discussions offered feedback on recreation programs, facilities, and cultural activities. Community feedback from the first open house meeting included the following: „ Youth programs & camps, such as pottery, arts, S.T.E.M. or outdoor programs, summer youth camps, and free or low-resource program options for various age groups „ Adult or senior pottery classes „ Offer intergenerational events/classes From the second open house meeting (online), the majority (61%) of respondents said they would like more adult or senior classes, adult sports leagues, youth programs, teen activities, and outdoor or nature camps. Community survey respondents were asked about their level of interest in a variety of recreational programs and activities that the City of Woodburn does, or could, offer. More than three quarters of respondents were very or somewhat interested in seeing more community events, adult classes, and aquatics programs. More than half of respondents were interested in all the other recreational programs and activities listed, with the exception of E-sports, see Figure 18. 9% 23% 25% 27% 31% 34% 35% 37% 40% 42% 49% 10% 27% 29% 29% 37% 24% 23% 24% 34% 38% 36% 73% 42% 41% 37% 23% 38% 35% 33% 22% 16% 12% 7% 8% 5% 8% 9% 4% 7% 6% 4% 4% 3% E‐Sports Teen activities Adult sports Programs for adults 55 + Family programs Swimming lessons Youth sports Youth activities Aquatics programs Adult classes Community Events 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Very Interested Somewhat Interested Not Interested Not Sure Figure 18. Interest for Various Recreation Program Types Younger residents, particularly those under 44, and those with children at home were more likely than older residents to express interest in youth activities and sports, family programs, adult classes, and swimming lessons. Older respondents showed more interest in programs for adults over 55. Open-ended responses on the survey included other feedback about recreation programs and facilities: „ Aquatic Center Enhancements: Community members expressed a desire for upgrades to the aquatic center, including expanded hours, additional aquatic classes, and improved indoor facilities. They also called for the addition of more slides, diving boards, and a wave pool to enhance the overall experience. „ Community Center and Recreation Programs: Building a new community center that offers various amenities and recreation programs is another common desire. The community would like to see more options for youth sports leagues, additional fitness facilities, and improved staffing and availability of programs, including swimming lessons and senior activities, to cater to the diverse needs and interests of residents. „ Communication and Information: Some survey respondents asked for improved communication channels, such as a city cable channel or newsletter, to inform residents about community events, park offerings, and important happenings in town. Others requested a more user-friendly website that provides easy access to information, including programs, activities, and registrations, reducing the need to search through multiple sources. Anexar más parques y tener un centro comunitario para más actividades dentro y fuera. (Add more parks and have a community center for more activities inside and outside.)” - Survey respondent “ C O N T E N T S 93 R E C R E A T I O N Exhibit A 310 ---PAGE BREAK--- Recreation Facilities The City of Woodburn provides access to recreation programs and activities in its parks and in several municipal buildings. The day-to-day management, ongoing maintenance, and long-term reinvestment in City facilities are crucial to the success of Woodburn’s recreation programs. Additionally, efficient scheduling and use of the facilities ensures that cost recovery, inclusion, program vitality and other goals are met. Woodburn Aquatic Center The Woodburn Aquatic Center offers fitness, recreational and learn-to-swim programs for individuals of all ages. Facility amenities include a 10-lane swimming pool with water slide, rope swing, group exercise room, party rental room, basketball hoop, wading pool, spa, fitness equipment and saunas. The Center offers lifeguard certification classes, swim lessons and runs an entry level swim team. Swim team participation includes coaching on proper swim strokes and options to compete in swim meets. The Woodburn Aquatic Center also is part of the Silver & Fit and Renew Active membership programs. These programs provides free pool memberships for seniors (60+) with eligible health care plans. Settlemier Teen Center The Boys & Girls Club of Woodburn operates the Teen Center located at Settlemier Park. The center features daily activities and is open Monday through Friday from 3-7pm during the school year. These programs focus on opportunities for teenagers (grades 6-12) to encourage academic success, citizen and character development, and healthy lifestyles. Woodburn Library Aside from providing access to books, Periodicals, and digital media materials the Woodburn Library also serves as a venue for youth and community programs onsite at the library as well as remotely across the city with its bookmobile and community outreach. These include story times, cultural performances, ESL classes, arts and crafts, and traditional games and electronic games. Woodburn Museum & Bungalow Theatre The Woodburn Historical Museum (formerly known as the Woodburn World’s Berry Center Museum) was constructed in 1905, and the Bungalow Theatre, the town’s only remaining historic theater, was established as a theater in 1911. Both structures were recently restored to include seismic updates, facade improvements and interior remodels. Together, the two buildings offer a unique community meeting and event space that houses a stage for plays, presentations, and movies. The space also highlights the rich cinematic, architectural, and cultural history of Woodburn. Future Community Center Since 2017, the City has been planning and engaging the community in discussions for a new community center, as an expansion on the current Aquatic Center at Settlemier Park. Through an extensive design process, building footprint and functional spaces were conceptualized, and the future community center is programmed to include the following possible amenities: „ Gymnasium and a walking/jogging track „ Fitness & cardio/weights space „ Warm water therapy and recreation pool „ Multipurpose classrooms for family, teen, and senior programming „ Community meeting rooms „ Flexible event space „ Arts & crafts classrooms „ Community partners/service providers’ spaces The construction of the future community center is dependent upon financing to support the estimated $60 million cost for the building. The City is currently reviewing the potential timing for a bond measure election for public financing of the project, and the current timeline suggests a November 2024 election. Rental Facilities Several City parks provide amenities or space available for events, parties, or special group visits. „ Aquatic Center pool and party room „ Centennial Park shelter „ Woodburn Museum & Theatre „ Downtown Plaza Gazebo „ Hazel Smith Plaza „ Legion Park shelter „ Senior Estates shelter „ Settlemier Park shelter C O N T E N T S 94 R E C R E A T I O N Exhibit A 311 ---PAGE BREAK--- Renderings of future Community Center (Credit: Opsis Architecture) Aquatics; I was very excited about the plans for a new recreation center and hope that is something that can be added to our community!” - Survey respondent “ C O N T E N T S 95 R E C R E A T I O N Exhibit A 312 ---PAGE BREAK--- Recreation Programs The City is the primary provider for aquatic programs and partners with other providers for most other recreation services. The YMCA, Boys & Girls Club, Woodburn Baseball/Softball Association and Woodburn Futbol Club are the primary providers of many programs and services that are associated with recreation, athletics and youth services. There are programs, such as After School Club, are provided by the Woodburn School District. Program Area Categories The categories below represent the major areas of focus for current Woodburn recreation programs. Program lists are based on a review of program offerings between 2018 and 2023. Figure 19. Existing City Programs by Classification Area Focus Programs Sports Youth Soccer, Co‐Ed Tee Ball, Youth Track, Youth Basketball, Volleyball, Basketball Camp, Flag Football, Baseball, Softball, Cheer Camp Teen+ Adult Basketball, Co‐Ed Volleyball Fitness Preschool Youth+ Gentle Yoga & Yoga, Youth & Adult Small Group Conditioning, Zumba Cultural Arts All ages or Teen+ Día de los Muertos, Hispanic Heritage Month Celebration, Woodburn Fiesta Mexicana Aquatics Youth Swim Lessons, Swim Team, Parent/child swim, Open swim Teen+ Swim Lessons, Lap Swim, Aquarobics / Water Fitness, Deep Water Fitness, Aqua Zumba Education Youth Language Exchange ‐ Intercambios, Babysitting, First Aid CPR Classes Specialty / General Interest Adult Adult Trips, ESL Classes, AARP Tax Preparation Adaptive / Special Needs Special Events City Council BBQ, Taste of Woodburn, Easter Egg Hunt, Fourth of July Fireworks Celebration, Relay for Life Run, Fiesta Mexicana, Underwater Egg Hunt, Water Safety Day, Music in the Park, Bassett Hound Games, Trunk‐or‐Treat, Mayor's Tree Lighting, Community Connection Day, Community Clean Up Day Outdoor Education Self‐Directed Teen+ Fitness Room Drop‐in Senior / Human Services Adult Senior‐specific programs provided by North Marion Adult Center Program Area Definitions (generalized): „ Sports – Team and individual sports including camps, clinics, and tournaments. Also includes adventure/ non-traditional sports. „ Fitness – Group fitness classes, personal training, education, and nutrition. „ Cultural Arts – Performing arts classes, visual arts classes, literary arts, music/video production and arts events. „ Aquatics – Swim lessons, aqua exercise classes, swim team, and other programs. „ Education – Language programs, tutoring, science (STEM) classes, computer, and financial planning. Also included is CPR/AED/First Aid. Restore aquatic program to pre- pandemic status, maximize availability of daily hours, and maintain consistent sanitation in all areas.” - Survey respondent “ C O N T E N T S 96 R E C R E A T I O N Exhibit A 313 ---PAGE BREAK--- „ Specialty / General Interest – Personal development classes and activities. „ Adaptive / Special Needs – Inclusive and adaptive programs for the physically and mentally impaired. „ Special Events – City wide special events that are conducted throughout the year. „ Outdoor Education – Environmental education, hiking, camping, kayaking, farm activities, and other activities. „ Individual / Self-Directed – This includes the opportunities for individuals to recreate on their own. This can include activities such as drop-ins, open gym, use of weight/cardio space, and lap/recreational swimming. Although not an organized program, time and space must be allocated for this purpose. „ Senior / Human Services – This can include senior nutrition and meal programs, social service support, job training, life skills training, childcare, and other activities such as health screenings. Programs Available by Age Groups Below is listed the basic program categories that are available for different age groups. Figure 20. Segmentation of City Programs by Age Group Program Category Preschool Youth Teen Adult Sports    Fitness   Cultural Arts     Aquatics     Education     Specialty / General Interest    Adaptive / Special Needs Special Events     Outdoor Education Self‐Directed   Senior / Human Services Program Classifications The following are the projected programming classifications for the City. It is important to realize that while certain program areas may be a focus for growth in programs and services, the Department’s role in providing the actual service may be different as indicated below. Classification Definitions „ Core Programs are those programs that are a primary responsibility of the Parks and Recreation Department to provide as City-based activities. „ Secondary Programs are those programs that are a lower priority to be provided directly by the Department, but may be offered by other organizations through contract with the City. „ Support Programs are programs that are not a priority for the Department to be providing directly to the community, but where the City may provide support through facilities, program coordination, and promotion of activities for other organizations. The following chart identifies and summarizes recommended future core programs, secondary programs and support program areas for the Department. City program Partner‐provider Make your website easier to navigate and find information especially for programs and activities. I feel like I have to look in at least 3 or 4 different places to find out about things going on. Seasonally it would be great to get a brochure with class and activity offerings to register for.” - Survey respondent “ C O N T E N T S 97 R E C R E A T I O N Exhibit A 314 ---PAGE BREAK--- Figure 21. Future Program Types by Focus Area Core Programs Secondary Programs Support Programs Adult Sports Education Adaptive / Special Needs Aquatics General Interest Senior / Human Services Cultural Arts Outdoor Education Fitness Youth Sports Self‐Directed Special Events Special Events The Community Services Department is responsible for the coordination of several community and special events throughout the year. These public events provide gathering opportunities, celebrations and activation of the downtown and City parks. While not every event is hosted or run by the City, these special events draw the community together, attract tourists and visitors from across Marion County and are popular with residents. A selection of recent community events include the following: „ Music in the Park „ Easter Egg Hunt „ Community Clean Up Day „ 4th of July Celebration „ Taste of Woodburn „ Hispanic, Latino & Indigenous Heritage Month Celebration „ Woodburn Fiesta Mexicana „ Trunk-or-Treat „ Dia de Los Muertos „ Mayor’s Tree Lighting „ Community Connection Day „ Basset Hound Games Opportunities to connect are clearly crucial to Woodburn’s residents. Survey and public meeting responses showed strong interest for additional community events. Additionally, the City could explore ideas for additional events that draw from the diversity of the community; Woodburn Fiesta Mexicana, Dia de los Muertos and Mexican Heritage Month are great current events celebrating Latin American culture. There still may be additional events to celebrate Russian or Native American heritage and traditions. Also, when the new the community center is completed, it can provide another venue to promote cultural gatherings and other family celebrations. Community gathering and special events should continue to be an area of emphasis; however, the overall number and breadth of City-sponsored special events should be carefully managed to align with the availability of resources and impacts to general park and facility use. This will ensure the City can adequately invest in its overall recreational offerings and maintain high-quality special events. Other community groups should be encouraged to be the primary funders and organizers of as many community-wide events as possible. A structured approach will help the City manage the growth of these popular offerings; ensure high-quality, adequately resourced events; and enlist community sponsorships, partnerships, and support. In addition to maintaining the various events and program offerings, the City should continue to coordinate with local artists, galleries, and art organizations to periodically refresh the major events and explore other options to engage the community with the arts and attract visitors. Small- scale projects can take the form of electrical box coverings, building murals or temporary art, and larger-scale endeavors can include drone shows or expanded studio or maker space at the library or future community center. An asset management program and art conservation fund should be considered for the nascent public art collection, in addition to the current Arts and Murals Committee. Each permanent art installation project should be accompanied with an allowance or calculation of future maintenance and costs. Artists should provide technical specifications about best management practices for the materials integrated in the art work, as well as a forecast of likely timing for the necessary cleaning and upkeep of the piece of work. The asset management practice for the public art collection should help track and manage the entire life cycle of each asset, as well as their distribution across Woodburn. In such a system, Add indoor recreation opportunities at the Acquatic Center to include more exercise equipment and a walking/running track. It rains A LOT in Oregon!!” - Survey respondent “ C O N T E N T S 98 R E C R E A T I O N Exhibit A 315 ---PAGE BREAK--- the life cycle costs of each asset can be better predicted and managed to help engage appropriate maintenance tasks for each art work. Program & Facility Considerations The City’s current programming philosophy is to utilize other organizations and providers as the primary sources for many, non-aquatic recreation program services. The City has taken a strong role in coordinating with providers and promoting recreation offerings. To assist with future program planning, staff periodically should request and review participant data from providers to stay abreast of class and program utilization and consider the available program mix. Also, the Department has demonstrated its commitment to excellence and continuous improvement. Staff should periodically review data from the following sources to determine community needs for programs and services: „ Historical registration trends/success of current programs and services „ Surveys and questionnaires „ Oregon Statewide Comprehensive Outdoor Recreation Plan „ Suggestions provided by current or prospective instructors and current employees Additional, expanded or new program options may be limited today by indoor facility capacity, staffing, and available instructors. However, with the planned construction of the new community center, the City will be poised to expand recreation program offerings. Doing so will require advance program planning to determine the range of potential programs, scheduling, and the needs for full-time and temporary staff for programming and facility operations. Comments from public outreach indicate a latent demand for additional program options for family programs, adult classes (fitness, art, etc.), and aquatics programs (lap swim, aerobics class, etc.). Considerations about existing and planned programs should gauge performance and priority offerings based on a mix of criteria that include: „ Community interest or deficiencies „ Potential for increased participation „ Fill rates for programs (registrants compared to program capacity) „ Rate of program cancellations „ Availability of qualified and knowledgeable staff or contractors to provide consistency and reliability for program delivery „ Financial performance of individual programs (operating expenses vs. revenues) „ Program lifecycle assessment to balance the suite of new, mature, and declining programs „ Revenue potential, affordability, and accessibility „ Cost of service policy metrics Also, as noted in the Parks and Open Space chapter, renovations to existing facilities are necessary for proper maintenance and to extend service life. Several components of the Aquatic Center are due for near-term renovations or replacements. These renovations will refresh the Aquatic Center as a main feature of the new community center and extend the life of the facility. These projects are noted in the Park Improvement Plan and include the following: „ Roof repair & replacement „ Ceiling repair & paint „ HVAC system upgrade „ Pool re-plaster (multiple tanks) „ Re-tile pool area „ Replace storefront doors/windows Communications & Marketing Feedback from the community survey suggested some limited awareness of the recreation options and amenities available to Woodburn residents. The City should continue to take a strong role in coordinating and promoting recreation services to improve awareness and inclusion for residents. The City’s newsletter, website and Facebook page were noted as the three ways survey respondents would prefer to learn about Woodburn’s parks, programs, and events. Stronger marketing efforts will be needed to inform and promote the recreation programs that are available and should continue to focus on the following areas: „ Website enhancement to better promote programs and services in addition to the periodic program guide, including searchable program offerings and services offered by other providers; „ Social media, email, flyers, and signage promotions of program registration options; „ Continued cross marketing and/or promotional opportunities with other organizations, such as the Boys & Girls Club, school district, and others; and „ Using appropriate communication channels to effectively market to various demographic segments. C O N T E N T S 99 R E C R E A T I O N Exhibit A 316 ---PAGE BREAK--- Chapter 3: Goals & Objectives Goals A goal is a general statement that describes the overarching direction for the parks and recreation system. Objectives Objectives are more specific and describe an outcome or a means to achieve the stated goals. Key Projects Key project recommendations are specific actions intended to implement and achieve the goals and objectives and are contained in the Needs Assessment and Capital Planning chapters of the PRMP. The goals and objectives described in this chapter define the recreation and park services that Woodburn aims to provide. These goals and objectives were derived from input received throughout the planning process, from city staff, the Recreation and Parks Board, and community members. Taken together, the goals and objectives provide a framework for the Parks and Recreation Master Plan. The City’s Comprehensive Plan follows statewide planning goals and provides the overarching direction for the City, while these goals and objectives focus the efforts toward tangible parks and recreation achievements. Oregon’s Statewide Planning Goal 8 on Recreation Planning states: “The requirements for meeting such needs, now and in the future, shall be planned for by governmental agencies having responsibility for recreation areas, facilities and opportunities: in coordination with private enterprise; in appropriate proportions; and in such quantity, quality and locations as is consistent with the availability of the resources to meet such requirements. State and federal agency recreation plans shall be coordinated with local and regional recreational needs and plans.” These elements are reflected in this Plan, which will guide future efforts for City of Woodburn. The goals and objectives are built on the foundation established in the previous Parks Master Plan, adopted in 2009, but have been updated to reflect feedback from the community, stakeholders and staff during this planning update process. Also, these goals align with the National Recreation and Parks Association’s Three Pillars, which are foundational concepts adopted by the national organization and help frame recreation advocacy at the national level. These core values (below) are crucial to improving the quality of life for all Americans by inspiring the protection of natural resources, increasing opportunities for physical activity and healthy eating, and empowering citizens to improve the livability of their communities. „ Conservation – Public parks are critical to preserving communities’ natural resources and wildlife habitats, which offer significant social and economic benefits. „ Health and Wellness – Park and recreation departments lead the nation in improving the overall health and wellness of citizens, and fighting obesity. „ Social Equity – Universal access to public parks and recreation is fundamental to all, not just a privilege for a few. GOALS & OBJECTIVES Chapter 8 100 G O A L S & O B J E C T I V E S Exhibit A 317 ---PAGE BREAK--- COMMUNITY ENGAGEMENT & COMMUNICATIONS COMMUNITY ENGAGEMENT & COMMUNICATIONS Goal 1: Encourage and support public involvement in park and recreation issues. Objectives: 1.1 Involve residents and stakeholders in park and recreation facility planning and design and recreation program development in order to solicit community input, facilitate project understanding and engender public support. 1.2 Continue to support and promote the Recreation and Parks Board as the forum for public discussion of park and recreation issues. 1.3 Conduct periodic joint sessions between the Recreation and Parks Board and other standing City boards, such as the Planning Commission, Public Art Mural Committee and Tourism Advisory Committee, and with the City Council to improve coordination and discuss policy matters of mutual interest pertaining to recreational resources, opportunities and funding. 1.4 Encourage and promote volunteer park improvement and maintenance projects from a variety of individuals, service clubs, local non-profits, faith organizations and businesses. 1.5 Develop and expand volunteer programs for office and highly skilled volunteers, including the continued development of internships and creation job-shadowing opportunities. 1.6 Track and evaluate recreation trends, park use patterns, and park user needs. 1.7 Communicate the value of the City’s investment in parks, open spaces, and recreational opportunities and provide information to the public about park and recreation funding and the stewardship of tax dollars. 1.8 Continue to use a variety of methods and media to publicize and increase resident awareness about recreational opportunities available in local neighborhoods and citywide. 1.9 Develop an evaluation process for marketing media such as newspaper, seasonal brochures, website, direct mail, targeted emails, radio, and television advertising to continuously determine effectiveness of marketing dollars. 1.10 Regularly update the City website and mobile interfaces to provide easy access to information about parks, trail routes, activities, events, and maps along with ensuring the website follows best practices for accessibility and inclusion. 1.11 Work with the Woodburn Area Chamber of Commerce and the Tourism Advisory Committee to coordinate on information packets that promote City services to tourists and new residents. C O N T E N T S 101 G O A L S & O B J E C T I V E S Exhibit A 318 ---PAGE BREAK--- COMMUNITY INCLUSION COMMUNITY INCLUSION Goal 2: Provide park and recreation opportunities throughout parks, facilities and programming that engage all members of the community to the best of their ability. Objectives: 2.1 Develop a Culturally and Community focused policy that creates a framework for the removal accessibility barriers (socio-economic, language, physical, geographic, transportation) to activities, facilities, programs, parks and trails. 2.2 Provide programming and services, as well as accompanying communications and marketing materials, that reflect City goals around Diversity, Equity and Inclusion. 2.3 Design and maintain parks and facilities to offer universal accessibility for residents of all physical abilities, skill levels and age; beyond compliance with the Americans with Disabilities Act (ADA) Standards for Accessible Design. Upgrade existing parks to remove any physical barriers. 2.4 Explore unique and/or specialized recreational amenities that expand the range of outdoor play experiences beyond the traditional options. 2.5 Have intentional engagement with diverse community groups to create and partner on new diverse events and community celebrations. 2.6 Continue to, and expand, translating program, event and communication materials into the most frequently spoken languages and provide additional language translation services upon request. 2.7 Pursue opportunities for alternative outreach and education to diverse groups, such as piloting youth parks stewardship programs and active communication through faith-based groups and non-profit organizations that work with minority and underserved communities. 2.8 Continue to implement signage and information in multiple languages at parks and trails, and include information about amenities, etiquette, trail length, difficulty, material/accessibility. 2.9 Prioritize park and recreation investments in underserved communities to improve equitable access to public amenities. 2.10 Identify appropriate locations within parks and public spaces for the installation of public art, interpretive signs or cultural displays while ensuring that these features are incorporated through a diversity, equity and inclusion lens. C O N T E N T S 102 G O A L S & O B J E C T I V E S Exhibit A 319 ---PAGE BREAK--- MAINTENANCE & SUSTAINABILITY MAINTENANCE & SUSTAINABILITY Goal 3: Maintain Woodburn parks and recreation facilities to ensure longevity of assets, a positive aesthetic and sensory experience, preservation of habitat and natural systems, and safety for park patrons. Objectives: 3.1 Maintain all parks and facilities in a manner that keeps them in safe and attractive condition; repair or remove damaged components immediately upon identification. 3.2 Maintain an inventory of assets and their condition; update the inventory as assets are added, updated or removed from the system and periodically assess the condition of park and recreation facilities and infrastructure. Integrate needed replacements into capital planning. 3.3 Conduct regular safety inspections of play equipment and play safety surfacing. Schedule replacement of older play equipment to upgrade & update play experiences and assure safe play environments. 3.4 Seek opportunities to eliminate barriers at existing facilities and prepare a city-wide ADA Transition Plan for park and recreation assets with budget allocations for annual ADA upgrades. 3.5 Standardize the use of graphics and signage to establish a consistent identity at all parks and facilities. Incorporate into a signage and wayfinding plan. 3.6 Standardize park furnishings and amenities (trash cans, tables, benches, fencing) to reduce inventory and replacement costs and improve appearance of, and maintenance consistency within the park system. 3.7 Develop city-owned or maintained park sites based on site-specific master plans or other adopted strategies to ensure parks reflect local needs, community input, recreational and conservation goals, and available financial resources. 3.8 Incorporate sustainable development and low impact design practices into the design, planning, and rehabilitation of new and existing facilities. 3.9 Utilize, as appropriate, native and lower resource requiring vegetation for landscaping in parks and city owned properties to minimize maintenance requirements, conserve water, reduce the need for fertilizer, provide native habitat for wildlife, and control invasive vegetation. 3.10 Develop tree planting guidelines and protocols to determine planting locations and species selection to foster resilient plant communities that can recover from disturbances and adapt to climate change and its impacts, such as forest fire and drought. 3.11 Improve tree management policies and practices and promote tree retention and succession. 3.12 Anticipate global climate change and foster climate-resilient landscapes in parks and open space areas. Assess greenway corridor facilities for potential flood-tolerant design to reduce recovery times and potential flood damage to trails and park amenities. 3.13 Promote environmental learning through interpretive signage programs in City parks and preserves, including native plant identification signs in and around restoration projects in city parks. C O N T E N T S 103 G O A L S & O B J E C T I V E S Exhibit A 320 ---PAGE BREAK--- PARKS & OPEN SPACE PARKS & OPEN SPACE Goal 4: Provide a diversity of parks, recreation facilities and open space and a balance of opportunities for both passive and active recreation that meet the needs of different age groups, abilities, and interests. Objectives: 4.1 Provide a distributed park and open space system, such that all residents live within a ½-mile access of a park, trail or open space. 4.2 Identify and prioritize lands for inclusion in the park and open space system based on factors such as contribution to level of service, known service gaps, connectivity, preservation and scenic or recreational opportunities for residents. 4.3 Evaluate older, existing parks for opportunities to upgrade and increase amenities to expand outdoor recreation experiences and serve wider user types. Revive aging park infrastructure to improve current facilities. 4.4 Pursue use or development agreements, easements, fee simple purchases or other arrangements to secure suitable locations for new parks and trails to serve existing and future residents. 4.5 Prioritize facility development based on demonstrated demand, population served, local user appeal, fiscal opportunity and revenue-generating potential. 4.6 Plan for a range of play types, universal access and a phasing plan when replacing or upgrading playground equipment. 4.7 Pursue opportunities to add an additional “destination playground” or a “boundless playground” to the park system. 4.8 Develop a wider variety of recreation opportunities and plan for sport fields, courts and specialized recreational facilities pump track, splash pad, off-leash area, disc golf, etc.) with consideration of local needs, partner support/capacity, recreational trends, and availability of similar facilities within the city and region. 4.9 Consider incorporating alternative sport opportunities for youth and adults in the park system such as disc golf, futsal, bouldering, parkour, and other non-team physical activities. 4.10 Pursue opportunities to create an outdoor events/community gathering space to host community-wide events. 4.11 Integrate public art and park design from the onset of facility planning to create compelling, engaging, and captivating public places. Prioritize experiences that are interactive and allow for dynamic sensory exploration. 4.12 Provide environmental education opportunities in open space areas with creative and interactive interpretation strategies, such as hands-on displays, self-guided walks, and other engaging experiences. C O N T E N T S 104 G O A L S & O B J E C T I V E S Exhibit A 321 ---PAGE BREAK--- TRAILS & CONNECTIVITY TRAILS & CONNECTIVITY Goal 5: Expand and develop a network of shared-use trails and bicycle and pedestrian corridors to enable connectivity between parks, neighborhoods, and public amenities. Objectives: 5.1 Pursue the completion of the Mill Creek Greenway Master Plan. 5.2 Prioritize trail projects that address gaps between existing paths, create longer, more usable connections, and improve safety. 5.3 Work with City departments and community groups to ensure safe pedestrian access across physical barriers to parks and recreation facilities. Incorporate traffic calming strategies at access points to parks, open space, and trailheads. Incorporate traffic calming design techniques into design guidelines, as appropriate. 5.4 Integrate the planning for and prioritization of recreational trails with the City’s Transportation Master Plan, utilizing the classifications and conceptual alignments provided within this Plan. 5.5 Continue to integrate the siting of proposed trail segments into the development review process; require development projects along designated trail routes to be designed to incorporate trail segments as part of the project. 5.6 Connect trails to nearby sidewalk facilities, wherever feasible, to facilitate the use of the off-street trail systems for non-motorized transportation and recreation. Where sidewalks are an integrated component of a trail system, sidewalks may be needed and should be designed to accommodate multiple uses. 5.7 Establish a maximum spacing standard for trail linkages within new residential developments, such that multiple entry points to a trail corridor are provided to improve access and convenience for residents. 5.8 Coordinate construction of trail projects with other capital improvement projects including utility and transportation projects. 5.9 Support the implementation of the Marion County Transportation System Plan for pedestrian and bicycle connections and coordinate with County to provide coordinated trail alignments that enable continuous walking and biking access between major local parks and other key destinations. 5.10 Work with regional agencies, utilities and private landholders to secure trail rights-of-way and easements and access to open space for trail connections. 5.11 Furnish trail systems with appropriate supporting trailhead improvements that may include interpretive and directory signage systems, rest stops, drinking fountains, restrooms, parking and loading areas, water, and other services. 5.12 Where appropriate, locate trailheads at or in conjunction with park sites, schools, and other community facilities to increase local area access to the trail system and reduce duplication of supporting improvements. 5.13 Develop and implement a system of signs trailhead, etiquette, directional, mile markers, emergency location markers, etc.) to mark trails and non-motorized routes that coordinates with the City’s streetscape and furniture standards and wayfinding signage program in accordance with best practices. 5.14 Create maps and guides with a universal graphic style for parks, trails, recreation facilities, and natural areas. C O N T E N T S 105 G O A L S & O B J E C T I V E S Exhibit A 322 ---PAGE BREAK--- RECREATION, ART & EVENTS RECREATION, ART & EVENTS Goal 6: Provide a varied and inclusive suite of recreation opportunities and experiences to promote health and wellness, year-round activity, and social engagement. Objectives: 6.1 Provide a variety of recreational programs that meet the community’s demands for swimming and aquatic activities, sports, and other activities. 6.2 Strategically expand and enhance the diversity of recreation programs offered, considering programs that are in high demand, serve a wide range of users, utilize the City’s unique indoor and outdoor assets, and complement services of other providers as facilities, staffing levels and partner opportunities allow. 6.3 Leverage City resources by forming and maintaining partnerships with other public, non-profit, and private organizations to deliver recreation services and secure access to existing facilities for community recreation. 6.4 Periodically evaluate recreation program offerings in terms of attendance, current trends, customer satisfaction, cost-to-subsidy, and availability of similar programs through other providers and make adjustments as necessary. 6.5 Provide and develop additional amenities, multi-purpose facilities, and centers that support and accommodate broad recreational usage; Construct a new community recreation center. 6.6 Periodically review and update the fee policy for programs, indoor facility uses and rental rates that support operational requirements and are measured against cost recovery goals. 6.7 Maintain and enhance program scholarships and other mechanisms to support recreation access for low-income residents. 6.8 Monitor local and regional recreation trends to ensure community needs and interests are addressed by available programming. 6.9 Foster the City’s role as a convener of artists, arts organizations, and community groups to facilitate collaboration and efficiently serve the community through arts and culture programs and experiences. 6.10 Partner with the community and local organizations to foster a variety of cultural events and support community cultural celebrations. 6.11 Identify and implement opportunities for integrating arts and culture into parks and open space, including, where feasible and appropriate, through permanent and temporary public art installations, arts performance and events, interpretive strategies, and other dynamic expressions. 6.12 Encourage the collaboration of arts and culture marketing and communication efforts through shared event calendars, social media management, and other cohesive strategies. C O N T E N T S 106 G O A L S & O B J E C T I V E S Exhibit A 323 ---PAGE BREAK--- ADMINISTRATION & MANAGEMENT ADMINISTRATION & MANAGEMENT Goal 7: Provide clear leadership through exceptional management, partnerships, collaborations, and agreements that supports and promotes park, recreation, and open space system. Objectives: 7.1 Assign responsibility and time frames and allocate resources necessary to complete each action identified in annual work plans. 7.2 Pursue sufficient financial resources to ensure a vibrant and well-maintained parks and recreation system and allocate adequate funding for maintenance, staffing and asset preservation. 7.3 Identify and implement partnerships with other public, private, non-profit, and community organizations to support capital projects, community events, programs, and other special initiatives. 7.4 Expand and promote a volunteer program to include recruiting, training, retaining, and rewarding volunteers in all program areas. 7.5 Continue to collaborate with developers for future park, facility or trail projects to meet the goals of this Plan. 7.6 Continue to develop a strong working relationship with the Police Department to ensure regular patrolling of parks and facilities, quick response times. 7.7 Explore “Park Ambassador” or adopt-a-park programs to help with park maintenance, beautification, and civic pride. 7.8 Create an annual “Sponsorship Manual” listing all the opportunities for the year and distribute within the community in a menu format that creates a sense of urgency within the business community. 7.9 Create and work with a Parks and Recreation Foundation to facilitate the receipt of grant funds and to conduct other fundraising activities. 7.10 Pursue alternative funding options and dedicated revenues, such as private donations, sponsorships, partnerships, and grants, along with support through partnerships with service organizations, volunteer groups, businesses and other agencies. 7.11 Stay abreast of best practices in technology and implement systems and tools to improve customer service and support efficient operations. 7.12 Invest in professional development opportunities that strengthen the core skills and commitment from staff, Board members and key volunteers, to include trainings, materials and/or affiliation with relevant national and regional associations. 7.13 Periodically update the Park Improvement Plan to address facility improvement needs. 7.14 Periodically review and update the Park System Development Charges and methodology and utilize SDCs to accommodate growth through the expansion of the recreation system. 7.15 Update the Parks and Recreation Master Plan periodically and approximately every ten years to ensure facilities and services meet current and future community needs and maintain eligibility for State grants. C O N T E N T S 107 G O A L S & O B J E C T I V E S Exhibit A 324 ---PAGE BREAK--- Chapter 7: Capital Planning & Implementation P A R K D E V E L O P M E N T & E N H A N C E M E N T S By securing new parklands through recent developer agreements, the City is poised to implement phased development of Dove Landing and Boones Crossing Parks that will offer residents a more diverse range of recreational experiences. Additionally, planned renovations to Settlemier Park as part of the design layout for a new community center will create an attractive destination and engage future park users. Considering local needs for types of park facilities and national trends, new park designs should include some of the following amenities, in addition to always supporting walking trails: „ Inclusive, boundless, or destination playgrounds, „ Splash pad/water play, „ Picnic areas for small group gatherings, „ Sport courts, including futsal and pickleball, and „ Off-leash dog areas. Several parks have aging infrastructure that warrants upgrades. As older benches and tables are replaced, they should be re-installed with ADA-compliant versions that also include accessible routes to at least half of the furnishings per park. The City should upgrade playground experiences with new equipment and safety surfacing at sites including Burlingham, North Front Street and Nelson Parks. Also, the sport courts at Centennial and Nelson Parks should be resurfaced and re-striped for safer play. Other projects may include adding amenities to existing parks, such as picnic shelters for small gatherings and paved pathway connections to improve user circulation and ADA-compliant routes. A general consideration for the public is to create a park system that provided year- round facilities for all ages and all abilities to gather and recreate in diverse range of safe, clean and well- maintained park facilities that also balance fiscal stability. Key Project Recommendations The following is a summary of key project recommendations which will require commitment from the City and its residents for the continued support a healthy park and recreation system that preserves and enhances the safety, livability and character of the Woodburn community. CAPITAL PLANNING & IMPLEMENTATION Chapter 9 108 C A P I T A L P L A N N I N G & I M P L E M E N T A T I O N Exhibit A 325 ---PAGE BREAK--- T R A I L C O N N E C T I O N S Trail connections, including sidewalk and bike lanes improvements, are needed to help link destinations across Woodburn. Acquiring additional lands, easements, and/ or rights-of-way for the expansion of the trail network are necessary and should be coordinated with the City’s Public Works Department and Marion County. Priority trail segments should include the planned additional phases of the Mill Creek Greenway Trail, as well as linkages that extend existing routes or create looped routes. One potential extended loop route could connect the Mill Creek Greenway Trail along the Smith Creek trail to Centennial Park to Hermanson Pond. The City also should continue to review, comment and coordinate with the Community Development Department on local land development applications to facilitate the inclusion of pedestrian and bicycle routes that connect to the conceptual trail network. A C Q U I S I T I O N S T O F I L L P A R K S Y S T E M G A P S The acquisition of additional neighborhood parks is necessary to address existing gaps in park services in Woodburn and in anticipation of future growth. As land development continues, opportunities to acquire large park sites will be more difficult and require Woodburn to follow an intentional acquisition program, as well as think creatively and foster partnerships to provide desired public parkland with sufficient room for park amenities. To implement the acquisition program, the City may need to actively search out potential locations and property owners to secure future park sites, ahead of or concurrent with anticipated new development. Additionally, the City should continue to coordinate with local residential developers to include public parks in new subdivisions and utilize tools, such as system development charges, to facilitate the process. A D A & O T H E R A C C E S S I B I L I T Y E N H A N C E M E N T S Minor improvements to access, such as providing ramped entrances to playgrounds or stable surface access to site furnishings, are necessary to conform to the Americans with Disabilities Act (ADA) and ensure universal accessibility. The site assessment summaries and the capital project list identified and includes upgrades to remove barriers and improve universal access. In general, the City should make improvements to existing parks as needed to ensure proper maintenance, usability, accessibility, and quality of park features and grounds. R E C R E A T I O N F A C I L I T I E S Renovations to existing Aquatic Center is necessary for proper maintenance, to extend service life and to improve accessibility and usage. The City should proceed with a roof replacement and HVAC upgrade for the Aquatic Center. Also, building on the local interest and momentum for a community center at Settlemier Park, the City should continue to pursue financing options to facilitate construction in the near-term. The new center will greatly expand the City’s capacity to offer and program indoor recreation for athletics, fitness, classes and community activities for all ages and abilities. 109 C A P I T A L P L A N N I N G & I M P L E M E N T A T I O N Exhibit A 326 ---PAGE BREAK--- Park Capital Improvement Planning The following Park Improvement Plan (PIP) identifies the park, trail, and facility projects considered for the next ten years, along with brief project descriptions. The majority of these projects entail the maintenance, acquisition, and development of parks, recreational amenities, and trails. Based on survey results and other feedback, Woodburn residents have indicated an interest in park facility upgrades and enhanced trail connections as priorities, and the Park Improvement Plan is reflective of that desire. The following table summarizes the aggregate capital estimates by park types for the next ten years. Figure 23. 10-Year Capital Project Expenditures The following Park Improvement Plan provides brief project descriptions and sequencing to assist staff in preparing future capital budget requests. As projects are phased over the next ten or more years, the planning-level project costs have been inflated at an increase of 6% annually. Overall, the inflated costs for projects identified in the PIP total over $92 million. The proposed project list focuses primarily on improving existing facilities through timely repairs, replacements, and upgrades to ensure an ongoing, healthy, and safe recreation system for Woodburn. W AY F I N D I N G & S I G N A G E Parks, trails, and other public open spaces are the primary targets for unifying the urban environment into a cohesive, accessible, and connected community through an identifiable wayfinding program. The City currently uses a variety of park identification signs, which lack a unifying identity. To clarify ownership and the managing agency, the City should install additional, graphically-unified signs to help users navigate the outdoor recreation experiences offered by the City. Signage should be installed at key trail nodes and all City parks (primary and secondary entry points) to include directional and mileage information, site and system maps, unique features, and user etiquette information. The new signage installed as part of the Smith Creek greenway and park space provides a good example of clear signage the City could implement across the park system. $6,046,000 $10,390,000 $11,000 $4,565,000 $9,049,369 $62,164,000 Acquisitions Park Development Planning Renovation Trails Recreation Facilities C O N T E N T S 110 C A P I T A L P L A N N I N G & I M P L E M E N T A T I O N Exhibit A 327 ---PAGE BREAK--- Woodburn Parks & Recreation 10‐Year Park Improvement Plan Inflation factor of 6% added to outgoing years to address rising rates and construction costs (rounded to $1000). Project Name Description Project Type 2023 Cost Opinion 2024 2025 2026 2027 2028 2029‐2034 Totals PARK IMPROVEMENTS Boones Crossing Park Park development Phase I D $450,000 $477,000 $477,000 Park development Phase II D $750,000 $1,195,000 $1,195,000 Burlingham Park Improvement planning P $10,000 $11,000 $11,000 Rebuild existing shelter R $65,000 $77,000 $77,000 Paved loop trail ‐connect all amenities and side entries D $125,000 $149,000 $149,000 Play equipment upgrade & playground surfacing D $240,000 $286,000 $286,000 Restroom & drinking fountain D $800,000 $953,000 $953,000 Interactive play feature D $100,000 $119,000 $119,000 Sport court resurfacing R $90,000 $107,000 $107,000 Soccer field upgrade R $45,000 $54,000 $54,000 Centennial Park Dog off‐leash area (OLA) upgrades R $125,000 $133,000 $133,000 Parking lot repairs R $100,000 $106,000 $106,000 Restroom upgrade R $50,000 $53,000 $53,000 Sports field improvments D $900,000 $1,136,000 $1,136,000 Sports court resurfacing & lighting R $300,000 $379,000 $379,000 Dove Landing Dog Park (drinking fountain, shelter, play features, irrigation, fencing, concrete entry) D $200,000 $268,000 $268,000 Paved pump track (small and large) D $600,000 $803,000 $803,000 Playground Surfacing D $120,000 $161,000 $161,000 Irrigation extension D $60,000 $80,000 $80,000 Heritage Park Playground replacement, safety surfacing & improved access R $180,000 $214,000 $214,000 Connecting paved pathway (Lexington Ct. to Jamestown St.) D $30,000 $36,000 $36,000 Sport court resurfacing & striping D $45,000 $54,000 $54,000 ADA‐compliant picnic table & bench D $12,000 $14,000 $14,000 Hermanson Park Playground replacement, safety surfacing & improved access R $190,000 $240,000 $240,000 Paved loop trail ‐ connect all amenities to Trail D $20,000 $25,000 $25,000 Hermanson Pond Paved trail upgrade R $80,000 $90,000 $90,000 Viewing platform access improvements R $30,000 $34,000 $34,000 Legion Park Expand & improve parking areas D $500,000 $562,000 $562,000 Park and playground improvments D $125,000 $133,000 $133,000 North Front St Park Playground replacement & playground surfacing R $190,000 $240,000 $240,000 Paved interior loop trail & connecting pathway Front St. to N. 1st St.) D $80,000 $101,000 $101,000 Sport court D $70,000 $88,000 $88,000 Nelson Park Paved loop trail, plus connect all amenities & side entries D $100,000 $119,000 $119,000 Playground replacement & playground surfacing R $190,000 $226,000 $226,000 Replace shelter D $60,000 $71,000 $71,000 Sport court resurfacing & striping D $45,000 $54,000 $54,000 Senior Estates Park Exercise stations D $60,000 $80,000 $80,000 Picnic tables & benches (ADA‐compliant) D $15,000 $20,000 $20,000 Settlemier Park Sports court complex (replaces ballfield) D $1,250,000 $1,578,000 $1,578,000 Skate park upgrade R $500,000 $631,000 $631,000 Restroom replacement R $600,000 $757,000 $757,000 Replace shelter R $250,000 $316,000 $316,000 Expand parking lot D $500,000 $631,000 $631,000 Destination / boundless playground (inclusive) D $750,000 $947,000 $947,000 Exhibit A 328 ---PAGE BREAK--- Project Name Description Project Type 2023 Cost Opinion 2024 2025 2026 2027 2028 2029‐2034 Totals Wyffels Park Riparian restoration R $200,000 $238,000 $238,000 Systemwide Wayfinding & signage D $100,000 $40,000 $30,000 $30,000 $100,000 Shade trees & tree replacement R $70,000 $15,000 $15,000 $15,000 $15,000 $10,000 $70,000 Security or low‐level lighting R $150,000 $30,000 $30,000 $30,000 $30,000 $30,000 $150,000 Additional ADA Improvements D $150,000 $25,000 $25,000 $25,000 $25,000 $25,000 $25,000 $150,000 Minor repairs & renovations R $450,000 $50,000 $50,000 $50,000 $50,000 $50,000 $200,000 $450,000 Total Park Improvements $12,122,000 $1,017,000 $847,000 $2,921,000 $7,189,000 $1,532,000 $1,460,000 $14,966,000 FACILITY PROJECTS Woodburn Aquatic Center Spray features & water slides D $400,000 $400,000 $400,000 Roof repair & replacement R $150,000 $189,000 $189,000 Ceiling repair & paint R $45,000 $54,000 $54,000 HVAC system upgrade R $150,000 $179,000 $179,000 Pool re‐plaster (multiple tanks) R $175,000 $208,000 $208,000 Re‐tile pool area R $75,000 $89,000 $89,000 Replace storefront doors/windows R $36,000 $45,000 $45,000 Woodburn Community Center Center Design P $1,000,000 $1,000,000 $1,000,000 Woodburn Community Center Center construction D $60,000,000 $2,500,000 $12,500,000 $30,000,000 $15,000,000 $60,000,000 Total Facilities Projects $62,031,000 $3,500,000 $12,900,000 $30,530,000 $15,234,000 $0 $0 $62,164,000 PARK ACQUISITIONS Acquisition target areas are estimations and will require due diligence & negotiation with current landowners) Neighborhood Park Acquisition in SW area A $800,000 $899,000 $899,000 Acquisition in SW area A $800,000 $953,000 $953,000 Acquisition in SE area A $1,000,000 $1,594,000 $1,594,000 Acquisition in E area A $1,000,000 $1,338,000 $1,338,000 Acquisition in NW area A $1,000,000 $1,262,000 $1,262,000 Total Park Acquisitions $4,600,000 $0 $899,000 $953,000 $1,262,000 $1,338,000 $1,594,000 $6,046,000 TRAILS Mill Creek Greenway (MCG) Trail Acquisitions for MCG Trail alignment A $600,000 $200,000 $200,000 $200,000 $600,000 Mill Creek Greenway Oregon Community Pathways grant for trail construction D $1,932,369 $500,000 $500,000 $500,000 $250,000 $182,369 $1,932,369 MCG Trailhead upgrades Add restrooms, lighting, drinking fountains, bike racks D $700,000 $500,000 $500,000 Centennial to Hermanson Trail Acquisitions for alignment A $400,000 $476,000 $476,000 Trail construction D $1,500,000 $2,391,000 $2,391,000 Hermanson Pond Hermanson Trail connections westward to Brown Street connections (OCP funds) D $400,000 $400,000 $400,000 Settlemier Park Trail construction (OCP funds) D $250,000 $250,000 $250,000 Wyffels Park Trail construction (OCP funds) D $250,000 $250,000 $250,000 Trail System Acquisitions/Easements Acquisitions or easements to support conceptual trail alignments A $2,000,000 $500,000 $500,000 $500,000 $500,000 $2,000,000 Trail System Management Pavement & surfacing repairs or rehabilitations R $250,000 $30,000 $30,000 $30,000 $160,000 $250,000 Total Trail Projects $8,282,369 $700,000 $900,000 $1,956,000 $1,530,000 $912,369 $3,051,000 $9,049,369 Total CIP Projects $87,035,369 $5,217,000 $15,546,000 $36,360,000 $25,215,000 $3,782,369 $6,105,000 $92,225,369 Acquisition A NOTES: Planning/Permitting P This list identifies planning‐level cost estimates and does not assume the value of volunteer or other non‐City contributions. Renovation/Repair R Detailed emgineering, design and/or costing may be necessary for projects noted. Development/Expansion D This list is not an official budget and is intended as a guiding document for City staff in the preparation of departmental budgets. Exhibit A 329 ---PAGE BREAK--- Implementation Tools A number of strategies exist to enhance and expand park and recreation service delivery for the City of Woodburn; however, clear decisions must be made in an environment of competing interests and limited resources. A strong community will is necessary to bring many of the projects listed in this Plan to life, and the Woodburn City Council has demonstrated its willingness in the past to support parks and recreation and a high quality of life for local residents. The recommendations for park and recreation services noted in this Plan may trigger the need for funding beyond current allocations and for additional staffing, operations and maintenance responsibilities. Given that the operating and capital budget of the Community Services Department is finite, additional resources may be needed to leverage, supplement, and support the implementation of proposed objectives, programs, and projects. While grants and other efficiencies may help, these alone will not be enough to realize many ideas and projects noted in this Plan, especially regarding the construction of a community center. The following recommendations and strategies are presented to offer near-term direction to realize these projects and as a means to continue dialogue between City leadership, local residents, and partners. The tools presented only capture development of the capital improvements and not the long-term operations of the new assets. Additionally, a review of potential implementation tools is included as Appendix G, which addresses local financing, federal and state grant and conservation programs, acquisition methods and others. Enhanced Local Funding The City of Woodburn could explore a variety of local funding options for parks and recreation acquisition, development, operations and maintenance. The likelihood of success for local funding options depends on the community’s willingness and ability to pay additional property taxes or fees to support higher levels of parks and recreation services. According to the City budget, Woodburn maintains reserve debt capacity for local bonds and voter approved debt. The potential to bundle several projects from the Park Improvement Plan or take advantage of unforeseen opportunities, such as acquisitions, may warrant a review of debt implications and operating costs for the City, along with the need to conduct polling of voter support for such projects. General Obligation Bonds To finance a large capital project, such as a community center, the City explore the use and timing of G.O. bonds, which are debt instruments sold by the City to fund new parks and recreation facilities or to make improvements to existing facilities. Bonds are repaid with property tax revenue generated by a special levy that is outside the limits imposed by ballot Measures #5 (1990) and #50 (1997). Voters must approve G.O. Bond sales either in a General Election, or in another election in which a minimum of 50% of registered voters participate. G.O. Bond revenues may not be used for operations, maintenance or repairs, but they may be used for renovations to existing facilities. Local Option Levies Local option levies are separate property tax levies that can be assessed to fund capital improvements or operations and maintenance activities. Such levies are outside of the City’s permanent tax rate limit, subject to the combined rate limit imposed under Measure Local option levies require voter approval and are subject to the double majority (50% voter turnout and 50% approval) requirement of Measure If used to fund capital improvements, revenues can be used to secure bonds or complete one or more projects on a pay-as-you-go basis, over a period of up to 10 years. Operations and maintenance levies are limited to a period of five years. Parks Utility Fee A parks utility fee is an ongoing fee (often billed that provides revenue for the needs of the park system. When charged by a city, such a fee can be an additional line item on an existing utility bill. The revenue received can be used for both operational and capital needs, and it can be pledged to the debt service of revenue bonds. Establishment of a parks utility fee in Oregon requires compliance with legal requirements at both state and local levels. Several jurisdictions across Oregon have implemented and utilized a parks utility fee as supplemental funding to maintain and enhance their park systems. Woodburn could consider enacting a parks utility fee for the purpose of providing for the operation and maintenance of parks and facilities within the City and to ensure adequate resources are available for the sound and timely maintenance of existing recreation amenities. C O N T E N T S 113 C A P I T A L P L A N N I N G & I M P L E M E N T A T I O N Exhibit A 330 ---PAGE BREAK--- System Development Charges (SDCs) Park System Development Charges (SDCs) are fees paid by new development to meet the increased demand for parks resulting from the new growth. SDCs can only be used for parkland acquisition, planning and/or development. They cannot be used for operations and maintenance of parks and facilities. The City of Woodburn currently assesses a Parks System Development Charges (SDC) on new residential development to assist with the cost of improvements needed to accommodate new growth. The City should prioritize the usage of Parks SDCs to secure new park properties and finance park or path/trail development consistent with the priorities within this Plan. Also, the City should periodically update the methodology and rate structure, as appropriate, to be best positioned to obtain future acquisition and development financing from residential development. Parkland Donations & Dedications Land donations from development projects, individuals, or conservation organizations could occur to complement the acquisition of park and open space lands across Woodburn. Gift deeds or bequests from philanthropic-minded landowners could allow for lands to come into City ownership upon the death of the owner or as a tax-deductible charitable donation. The Department should vet any potential dedications to ensure that such land is located in an area of need and can be developed with site amenities appropriate for the projected use of the property. Grants & Appropriations Several state, federal and private grant programs are available on a competitive basis, including those offered by the Oregon State Parks & Recreation Department (such as the Land and Water Conservation Fund). Pursuing grants is not a panacea for park system funding, since grants are both competitive and often require a significant percentage of local funds to match the request to the granting agency, which depending on the grant program can be as much as 50% of the total project budget. Woodburn should continue to leverage its local resources to the greatest extent by pursuing grants independently and in cooperation with other local partners. Appropriations from state or federal sources, though rare, can supplement projects with partial funding. State and federal funding allocations are particularly relevant on regional transportation projects, and the likelihood for appropriations could be increased if multiple partners are collaborating on projects Internal Project Coordination & Collaboration Internal coordination with the Public Works and Community Development Departments can increase the potential of discrete actions toward the implementation of the proposed trail and path network, which relies heavily on street right-of-way enhancements, and in the review of development applications with consideration toward potential property acquisition areas, planned path corridors, and the need for easement or set-aside requests. However, to expand the extent of the park system and recreation programs, additional partnerships and collaborations should be considered. Partnerships Public-private partnerships are increasingly necessary for local agencies to leverage their limited resources in providing park and recreation services to the community. Corporate sponsorships, health organization grants, stewardship programs and non-profit organizations are just a few examples of partnerships where collaboration provides value to both partners. The City has existing partners and should continue to explore additional and expanded partnerships, where feasible, to help implement these Plan recommendations. Coordination with the Boys and Girls Club, Woodburn School District, YMCA and other private recreation providers should be ongoing to assess the range and type of recreation programs offered in the City and to maximize use of community facilities, such as fields, sport courts, gymnasiums, and other indoor spaces. The City may need to find and coordinate with other recreation program vendors for new programs and services to meet the interests of the community and address current gaps in program coverage. Health Benefit Partnerships Woodburn also should explore partnership opportunities with regional health care providers and services, such as Salem Health Medical Clinic, Legacy Medical Group and the Marion County Health & Human Services Department, to further promote wellness activities, healthy living, and A P P E N D I C E S 114 C A P I T A L P L A N N I N G & I M P L E M E N T A T I O N Exhibit A 331 ---PAGE BREAK--- communications about the benefits of parks and recreation. For example, this group could more directly cross-market services and help expand communications about local wellness options, and they could sponsor a series of organized trail walks through Woodburn as a means to expand public awareness of local trail opportunities and encourage residents to stay fit. For example, other communities have been successful with funding requests to regional hospitals for the development and printing of community walking guides that highlight the health benefits of walking and include trail system maps and descriptions. Volunteer & Community-based Action Successful volunteer efforts – through volunteer groups, students, neighborhood groups, or sport and service organizations – can result in significant site improvements and can allow community members to gain a sense of ownership in the parks and recreation system. Volunteers and community groups already contribute to a variety of community programs and events, such as youth sport or aquatics support, at the Library, and special events like Fiesta Mexicana. The City could engage volunteers in additional park and recreation projects like tree plantings, trail maintenance, park clean- ups, and other small works or volunteer-appropriate projects. Woodburn currently maintains a webpage of volunteer-appropriate projects, which should continue to be updated and promoted through the website and social media platforms and via partnerships with school district. While supporting organized groups and community- minded individuals adds value to the Woodburn parks and recreation system, volunteer coordination requires a substantial amount of staff time. Additional resources may be necessary to expand volunteer coordination to more fully utilize the community’s willingness to support park and recreation efforts. Other Implementation Tools Appendix G identifies other implementation tools, such as voter-approved funding, grants and acquisition tactics, that the City could utilize to further the implementation of the projects noted in the Park Improvement Plan projects List. A P P E N D I C E S 115 C A P I T A L P L A N N I N G & I M P L E M E N T A T I O N Exhibit A 332 ---PAGE BREAK--- Page Left Intentionally Blank A P P E N D I C E S 116 C A P I T A L P L A N N I N G & I M P L E M E N T A T I O N Exhibit A 333 ---PAGE BREAK--- Appendix A: Appendix A: Community Survey Summary Community Survey Summary A P P E N D I C E S 117 Exhibit A 334 ---PAGE BREAK--- City of Woodburn Page 1 Parks & Recreation Master Plan To: Jesse Cuomo, Director, Community Services Department From: Steve Duh, Conservation Technix, Inc. Date: July 24, 2023 Re: Woodburn Parks & Recreation Master Plan Community Survey Summary Results Conservation Technix is pleased to present the results of a survey of the general population of the City of Woodburn that assesses residents’ recreational needs and priorities. KEY FINDINGS Woodburn residents strongly value their parks and recreation facilities. Nearly all respondents (96%) think parks and recreation are important or essential to quality of life in Woodburn. Very few, about feel they are useful, but not necessary, or not important at all. Residents visit Woodburn parks frequently to participate in a range of activities. Residents of Woodburn frequently use the City's parks and recreation facilities, with more than four in ten visiting at least once a week, if not every day. The most common reasons for park visits included walking or running, using a playground, walking a dog, and for fitness or exercise. While residents prioritize maintaining existing parks and facilities, they are generally supportive of improving the City’s park and recreation system as well. Woodburn residents, when asked about the overall condition of the parks they have visited, shared a positive view with 79% of responses being fair to excellent, leaving 14% stating poor condition and 7% with no opinion. Although there is a positive perception of the maintenance condition of parks, the community desires more amenities and park upgrades, with only 57% of respondents being satisfied to very satisfied with Woodburn’s parks, recreation facilities and open spaces. Overall, survey respondents would like to see the City prioritize:  Park Upgrades: When asked to prioritize potential improvements, community members ranked improving and upgrading existing parks as their top priority. In other questions, they called for additional walking trails, picnic areas, playgrounds, and sport courts. In open‐ended responses, community members also asked for additional amenities like covered basketball courts, pickleball courts, disc golf courses, skateparks, and picnic areas.  Walking Trails: The community seeks an expansion of walking trails and the establishment of bike paths, emphasizing the importance of connectivity between parks. Residents also specifically requested better lighting along trails, wheelchair‐friendly paths, and pet‐friendly trails.  Park Maintenance and Safety: Community members cited maintenance and safety concerns as top reasons why they do not visit more often, and written comments expressed a desire for A P P E N D I C E S 118 Exhibit A 335 ---PAGE BREAK--- City of Woodburn Page 2 Parks & Recreation Master Plan improved maintenance and safety in existing parks. They advocated for additional cleaning and trash removal in parks, repairs to broken equipment, and increased lighting and enforcement of park rules. SURVEY METHODOLOGY In close collaboration with City of Woodburn staff, Conservation Technix developed the 16‐question survey that was estimated to take less than ten minutes to complete. The mail survey was available in English and Spanish, and the cover letter accompanying the printed survey was written in both languages and included unique QR codes to access each in‐language survey online. The City mailed 2,500 surveys to randomly chosen households in Woodburn on March 16, 2023, of which 262 surveys were completed and returned (10.5% response rate, 5% margin of error). Residents who did not receive a mail survey were able to complete the survey online. Online versions of the survey in English, Spanish and Russian were posted to the City’s website on March 27th. An additional 256 surveys were completed from the general, community‐wide online surveys. In all, 518 surveys were collected, which includes 44 Spanish surveys. The survey was closed on June 3, 2023, and the full dataset was compiled and reviewed. Information about the survey was promoted through several channels, including on the City’s website, through multiple social media postings, and through direct outreach to partner organizations and recreation program participants. Although households were randomly chosen to receive the mail survey, respondents were not necessarily representative of all city residents. Mail survey responses underrepresent residents under 35 years of age and over‐represent residents over the age of 65. See Figure 1 below for age demographics for the mail and online surveys, as well as comparative percentages for Woodburn’s population. See page 12 for other demographic subgroup data comparisons. Figure 1. Age demographics of survey respondents This report includes findings of community opinions based on the combined responses from the mail survey and online. Each section also notes key differences between different demographic groups and among responses to the online‐only survey, where applicable. Percentages in the report may not add up to 100% due to rounding. Age group Survey Respondents Woodburn Mail Online‐only Combined All Over 20 Under 20 4% 2% 3% 31% 20 to 34 10% 23% 17% 16% 23% 35 to 44 14% 30% 22% 13% 18% 45 to 54 10% 17% 13% 12% 17% 55 to 64 15% 12% 13% 12% 16% 65 to 74 24% 12% 18% 10% 14% 75 and older 22% 5% 13% 8% 12% Total 100% 100% 100% 100% 100% A P P E N D I C E S 119 Exhibit A 336 ---PAGE BREAK--- City of Woodburn Page 3 Parks & Recreation Master Plan DETAILED FINDINGS Usage and satisfaction of parks and recreation facilities How much do residents value parks and recreation? Virtually all respondents (96%) feel that local parks and recreation opportunities are important or essential to the quality of life in Woodburn. Eighty‐one percent of respondents overall feel that they are essential; while an additional 15% believe that they are important to quality of life, but not essential, see Figure 2. Only about 3% of respondents believe parks are useful, but not important, or not important. Online respondents more frequently rated parks and recreation opportunities as ‘essential’ to Woodburn’s quality of life as compared to mail respondents. Residents of all ages value parks and recreation similarly – there were no significant differences between age groups. There were also no significant differences based on where respondents live or whether they had children in their home. Online survey respondents were more likely to deem park and recreation opportunities as essential to quality of life than mail survey respondents. How often do residents use City parks and recreation facilities? Respondents were asked how often they visit a City park, recreation facility, or open space in a typical year. A plurality of respondents (43%) visit at least once a week, if not every day, see Figure 3. Another 29% visit one to three times per month, while about 19% visit a few times per year. About one in ten respondents do not visit a park at all. Survey respondents showed a high use of parks regardless of age and location of residence. Respondents without children at home were significantly more likely to visit every day, while those with children were more likely to visit at least once per week. Online respondents reported more frequent use than mail survey respondents. Figure 2A/B. When you think about what contributes to the quality of life in Woodburn, would you say public parks and recreation opportunities are… Response options Mail Online‐only Essential to the quality of life here 77% 94% 83% 96% Important, but not really necessary 17% 13% Useful, but not important 3% 3% Not important or don’t know 3% 0% 81% 15% 3% Essential to the quality of life here Important, but not really essential Useful, but not necessary Not important Don’t know Combined results Figure 3. In a typical year, how often do you visit or use City of Woodburn parks, recreation facilities or open spaces? 12% 31% 19% 10% 19% 9% 1% Everyday At least once a week Two or more times a month About once a month A few times over the year Do not visit Don't know A P P E N D I C E S 120 Exhibit A 337 ---PAGE BREAK--- City of Woodburn Page 4 Parks & Recreation Master Plan Which park do residents visit most often? Respondents were asked, in an open‐ended question, which local park they visit most frequently. Of the 399 responses, over 60% listed Centennial Park. Another 20% of respondents listed Legion Park, with smaller numbers mentioning the Woodburn Aquatic Center Settlemier Park and Senior Estates Park A few respondents listed Library Square, Hermanson Park, Burlingham Park, Smith Creek Park, Nelson Park, Downtown Plaza, and Heritage Park as their most frequented park locations, see Figure 4. Other City parks and facilities, including Wyffels Park, the Mill Creek Greenway Trail, Alvah Cowan Park, Dahlia Park, Hazel Smith Park, North Front Street Park, and Frank Scheer Locomotive Park, were not listed by any survey respondents. Why do residents visit Woodburn’s parks and recreation facilities? Respondents visit local parks and recreation facilities for a variety of reasons, but the most popular reason is to walk or run More than one in three respondents visit to use a playground walk a dog for fitness or exercise to relax or to attend community events or concerts see Figure 5. Between twenty and thirty percent of respondents visit for family gatherings, swimming, bike riding, or youth sports programs. Fewer than one in five respondents chose sports fields, wildlife viewing, sports courts, recreation programs, or the skate park as a primary reason why they visit local parks. Approximately one in twenty respondents identified an ‘other’ reason for visiting parks, such as to play pickleball or tennis, enjoy nature, or horseshoes. The reasons for visiting city parks and recreation facilities varied between mail and online respondents, with part of the difference attributable to the age group composition between the two. Online respondents were more inclined to visit city parks for most listed activities, including walking and running, playgrounds, sport fields and courts, and community events and festivals. Mail respondents were more likely to visit for wildlife viewing or to state that they didn’t use parks. Location % listing Centennial Park 61% Legion Park 20% Aquatic Center 11% Settlemier Park 9% Senior Estates Park 7% Library Square 3% Hermanson Park 3% Burlingham Park 2% Smith Creek Park 1% Nelson Park 1% Downtown Plaza 1% Heritage Park 1% Figure 4. Which park or facility do you visit most often? (open‐ended) Figure 5. What would you say are the main reasons your household visits Woodburn parks and recreation facilities? 69% 44% 42% 40% 39% 36% 30% 27% 23% 21% 19% 19% 15% 12% 8% 6% 5% Walking or running Playgrounds Dog walking or dog park Fitness / Exercise Relaxation Community events / concerts Family gatherings / picnicking Swimming Bike riding Youth sport programs Sport fields Wildlife viewing Outdoor sport courts Recreation programs, classes or camps Skate park N/A – I didn’t use any Other (please specify) A P P E N D I C E S 121 Exhibit A 338 ---PAGE BREAK--- City of Woodburn Page 5 Parks & Recreation Master Plan Respondents under the age of 44 were more likely than older residents to visit for playgrounds, youth programs, and skate parks. However, many activities, including running and walking, fitness or exercise, relaxation, dog walking, and community events are similarly popular across all age groups. Respondents with children in their home are more likely to visit parks to visit playgrounds, have family gatherings, participate in youth sports, swim, or use sports fields, compared to respondents without children in the home. Residents who live south of 214 were more likely than residents to the north of 214 to visit to use playgrounds, skate parks, or to ride a bike. Satisfaction with existing recreation and parks Are residents satisfied with Woodburn’s recreation, parks, and open spaces? Most residents are somewhat to very satisfied with Woodburn’s parks, recreation facilities, and open spaces However, more than one in three survey respondents (36%) are either somewhat or very dissatisfied in the city’s park and recreation system, see Figure 6. There were no significant differences in satisfaction between residents of various ages, between those with versus those without children at home, or between residents living in various areas of the city. Online respondents had lower overall ratings of satisfaction than mail respondents. How would residents rate the condition of parks they have visited? Survey respondents have varying views on the condition of Woodburn’s parks, as shown in Figure 7. While 44% of respondents rate the condition of parks they have visited as either excellent or good, 51% rate them as fair or poor. This may reflect a community desire for increased maintenance, cleanliness, and security within parks and/or community needs for additional park amenities, as expressed in other survey questions. Respondents who live north of 214 were significantly more likely than those to the south to rate the condition of City parks as ‘poor’. There were no significant differences in how residents of various ages or household makeup rated the condition of the City’s parks. Figure 6. Rate your household’s satisfaction with City of Woodburn’s parks, recreation facilities, and open spaces. 12% 45% 27% 9% 7% 0% 10% 20% 30% 40% 50% Very satisfied Somewhat Satisfied Somewhat dissatisfied Very dissatisfied Don't know 6% 36% 37% 14% 7% 0% 10% 20% 30% 40% 50% Excellent Good Fair Poor Not Sure / No Opinion Figure 7. How would you rate the condition of Woodburn’s parks you have visited? A P P E N D I C E S 122 Exhibit A 339 ---PAGE BREAK--- City of Woodburn Page 6 Parks & Recreation Master Plan Why don’t residents visit more often? When asked why they do not visit Woodburn’s parks, recreation facilities, and open spaces more often, one quarter responded that they do visit often. However, similar numbers do not visit more because they feel parks are not well maintained don’t feel safe in parks or facilities or because there are not enough restrooms see Figure 8. Seventeen percent don’t know what is offered. Smaller percentages of respondents noted that parks are too crowded have insufficient parking do not have the right equipment are too far away or have accessibility barriers preventing them from visiting local parks more often. Some residents use parks or facilities provided by other cities or organizations face age or physical limitations are too busy or are generally not interested suggesting that further improvements may not increase their use of parks. In addition, about one in six respondents wrote in responses citing needs for improved safety and cleanliness in facilities, expanded pool hours, a lack of well‐connected trails, concerns about off‐ leash dogs, and the weather as reasons why they do not visit more frequently. Online respondents were more likely to cite concerns about maintenance and safety or a lack of parking, restrooms, or preferred equipment as reasons they didn’t visit more often. Mail respondents were more likely to note a lack of interest, age, or physical limitations – likely attributable to the higher average age of mail respondents. Respondents with children at home were more likely than those without to cite concerns about maintenance, a lack of preferred equipment, a lack of parking, or being too busy as a reason they do not visit parks more frequently. Respondents living to the north of 214 were more likely to cite a lack of parking or restrooms as a reason they don’t visit more, compared to those living south of 214. There were no significant differences in responses based on age. Figure 8. Check ALL the reasons why your household does not use Woodburn’s recreation facilities, parks or open spaces or attend City events more often. (Check all that apply) 28% 27% 25% 21% 17% 16% 13% 13% 13% 12% 9% 8% 7% 4% 3% Are not well maintained Do not feel safe N/A ‐ I/we use them often Not enough restrooms Do not know what is offered Other (please specify) Use those provided by another… Too crowded Not enough parking Age or physical limitations Do not have the right equipment Too far away / Lack… Too busy Not interested Physical accessibility barriers A P P E N D I C E S 123 Exhibit A 340 ---PAGE BREAK--- City of Woodburn Page 7 Parks & Recreation Master Plan Does the number of existing park and recreation amenities meet residents’ needs? Residents were generally split on whether they feel the City provides enough park, trails, and recreation facilities. About two‐thirds of survey respondents would like to see more walking and biking trails while 59% would like the City to provide more picnic areas and shelters, see Figure 9. Approximately half of residents would like to see more sports courts and developed parks with playground. Between 40% and 50% would like to see more aquatics and recreation programs and community events. Residents with children in their home were more likely than those without to believe there are not enough of every listed amenity except walking trails and picnic areas, where their responses were similar. Respondents who live north of 214 were significantly more likely than those to the south to feel the City did not have enough sports fields. There were no significant differences between respondents based on age. 9% 10% 4% 5% 5% 7% 5% 6% 40% 34% 17% 34% 34% 26% 25% 15% 32% 42% 48% 48% 50% 52% 59% 72% 18% 14% 31% 13% 10% 15% 12% 7% Sport fields Community events Recreation programs Aquatics / pool programs Developed parks Sport courts Picnic areas & shelters Walking / pedestrian trails 0% 25% 50% 75% 100% More than enough About the right number Not enough Don't Know Figure 9. When it comes to meeting the needs for park and recreation facilities, how would you rate the availability of each of the following? A P P E N D I C E S 124 Exhibit A 341 ---PAGE BREAK--- City of Woodburn Page 8 Parks & Recreation Master Plan Investment Priorities What park and recreation amenities would residents support adding in Woodburn? The survey asked residents about their support for a variety of potential additions to the park system. More than half of residents were either very supportive or somewhat supportive of adding nearly all listed amenities. As shown in Figure 10, virtually all residents are either very or somewhat supportive of additional walking trails picnic areas and shelters upgraded or renovated playgrounds outdoor splash pads an amphitheater or outdoor performance area and indoor fitness and exercise facilities Large majorities are also supportive of the City adding more playgrounds community gardens basketball courts and outdoor fitness equipment More than half of residents support the City adding more off‐leash dog areas, sports fields, sports courts, a disc golf course, and a bike skills course or pump track. Younger residents, especially those under 45, expressed a greater interest in additional or upgraded playgrounds and outdoor splash pads as compared to older residents. Residents with children at home were more likely to support additional playgrounds, splash pads, and basketball courts, as compared to those without children at home. Those without children in the household were more likely to support additional dog parks and pickleball courts. While they were still generally supportive, respondents living north of 214 and west of Boones Ferry Road (map area A) were less supportive of additional sports fields, splash pads, and playgrounds as compared to residents of other areas. What park and recreation investments would residents prioritize? Respondents were asked to rank a list of potential park system investments. In aggregated survey data, respondents identified improving and upgrading existing parks as their top priority, followed closely by expanding trail opportunities, see Figure 11A. Adding new recreational options in existing parks and acquiring additional land for future parks were moderate priorities. Expanding recreation programs and camps was ranked as the lowest priorities by respondents. Figure 10. The following list includes additional amenities that the City of Woodburn could consider adding to the park system. Please indicate your level of support for each. 22% 27% 29% 30% 30% 31% 32% 32% 38% 40% 41% 48% 53% 53% 54% 54% 56% 57% 76% 22% 27% 26% 33% 33% 38% 30% 37% 33% 31% 25% 30% 24% 33% 28% 27% 25% 26% 16% 24% 28% 29% 21% 21% 16% 21% 16% 19% 15% 22% 13% 13% 7% 11% 10% 10% 8% 33% 18% 16% 16% 16% 15% 16% 15% 10% 14% 12% 9% 10% 7% 7% 9% 9% 9% 5% Futsal courts Bike skills course / Pump track Sand volleyball Pickleball courts Tennis courts Sport fields (baseball/softball) Disc golf course Sport fields (soccer, football, lacrosse) Outdoor fitness equipment Basketball courts Off‐leash dog areas (dog parks) Community gardens Additional playgrounds Picnic areas & shelters Outdoor splash pad Amphitheater Indoor fitness facilities Upgraded playgrounds Walking trails 0% 25% 50% 75% 100% Very Supportive Somewhat Supportive Not Supportive Not Sure A P P E N D I C E S 125 Exhibit A 342 ---PAGE BREAK--- City of Woodburn Page 9 Parks & Recreation Master Plan Respondents to the mail and online surveys differed in their selection of ranked priorities, with online survey respondents more strongly supportive of expanding recreational options in existing parks and mail respondents more supportive of expanding trail opportunities, see Figure 11B. Respondents from households with children were more likely to prioritize expanding recreation classes and camps compared to those without. There were no significant differences in priorities based on age or location of residence. 9% 18% 11% 28% 38% 9% 15% 33% 17% 23% 19% 16% 28% 19% 18% 26% 20% 20% 23% 10% 37% 31% 8% 13% 10% Expanding recreation classes & camps Acquiring additional land for future parks Adding new recreational options in existing parks Expanding trail opportunities Improving or upgrading existing parks 0% 20% 40% 60% 80% 100% 1 2 3 4 5 Mail Online Highest Improving or upgrading existing parks Improving or upgrading existing parks Expanding trail opportunities Adding new recreation options in existing parks Adding new recreation options in existing parks Expanding trail opportunities Acquiring additional land for future parks Acquiring additional land for future parks Lowest Expanding recreation classes and camps Expanding recreation classes and camps Figure 11A/B. For the following list, indicate how you would rank the priority for each (1st priority is highest and 5th priority is lowest). Chart shows combined data from the mail and online surveys. A P P E N D I C E S 126 Exhibit A 343 ---PAGE BREAK--- City of Woodburn Page 10 Parks & Recreation Master Plan Which recreation programs and activities are of interest to residents? Survey respondents were asked about their level of interest in a variety of recreational programs and activities that the City of Woodburn does, or could, offer. More than three quarters of respondents were very or somewhat interested in seeing more community events, adult classes, and aquatics programs. More than half of respondents were interested in all the other recreational programs and activities listed, with the exception of E‐sports, see Figure 12. Younger residents, particularly those under 44, were more likely than older residents to express interest in youth activities and sports, family programs, adult classes, and swimming lessons. Older respondents showed more interest in programs for adults over 55. Survey respondents with children at home were more likely than those without to note interest in family, youth, and teen programs as well as swimming lessons. Residents without children at home were more likely to express interest in programs for adults and people over 55, which reflects the demographics of this group. Do residents have specific improvements they would like to see? Respondents were asked to describe one thing that they would like to see the City of Woodburn do to improve parks, trails, aquatics, and/or recreation programs. While respondents provided 380 specific comments and ideas, a few themes emerged:  Park Maintenance and Safety: Community members frequently expressed a desire for improved maintenance and safety in existing parks. Many spoke of concerns about the maintenance and upkeep of parks, including regular cleaning, lawn care, removal of litter, and repairs to broken equipment. Others mentioned concerns about safety in parks, including issues like drugs, homeless individuals, and the need for police patrols. There are also requests for better lighting and enforcement of park rules to ensure a safe environment.  Park Upgrades: While community members emphasized the importance of maintaining existing parks and facilities, they also called for upgrades such as improved playgrounds, restroom renovations, and well‐maintained walking trails. In their responses, community members also asked for additional amenities like covered basketball courts, pickleball courts, disc golf courses, skateparks, and picnic areas. There are also suggestions to renovate existing facilities and playgrounds to provide safe and enjoyable experiences for all age groups. Figure 12. …For each of the following, please indicate the level of interest your household has in the program or activity. 9% 23% 25% 27% 31% 34% 35% 37% 40% 42% 49% 10% 27% 29% 29% 37% 24% 23% 24% 34% 38% 36% 73% 42% 41% 37% 23% 38% 35% 33% 22% 16% 12% 7% 8% 5% 8% 9% 4% 7% 6% 4% 4% 3% E‐Sports Teen activities Adult sports Programs for adults 55 + Family programs Swimming lessons Youth sports Youth activities Aquatics programs Adult classes Community Events 0% 25% 50% 75% 100% Very Interested Somewhat Interested Not Interested Not Sure A P P E N D I C E S 127 Exhibit A 344 ---PAGE BREAK--- City of Woodburn Page 11 Parks & Recreation Master Plan  Walking Trails and Connectivity: The community seeks an expansion of walking trails and the establishment of bike paths, emphasizing the importance of connectivity between parks. Residents also specifically requested better lighting along trails, wheelchair‐friendly paths, and pet‐friendly trails.  Aquatic Center Enhancements: Community members expressed a desire for upgrades to the aquatic center, including expanded hours, additional aquatic classes, and improved indoor facilities. They also called for the addition of more slides, diving boards, and a wave pool to enhance the overall experience.  Dog Parks and Off‐Leash Areas: Enhancing dog parks is a priority, with requests for improvements such as shelters, seating areas, and increased maintenance and cleanliness. The community also desires the creation of more dog parks and off‐leash areas to cater to the needs of pet owners.  Community Center and Recreation Programs: Building a new community center that offers various amenities and recreation programs is another common desire. The community would like to see more options for youth sports leagues, additional fitness facilities, and improved staffing and availability of programs, including swimming lessons and senior activities, to cater to the diverse needs and interests of residents.  Communication and Information: Some survey respondents asked for improved communication channels, such as a city cable channel or newsletter, to inform residents about community events, park offerings, and important happenings in town. Others requested a more user‐friendly website that provides easy access to information, including programs, activities, and registrations, reducing the need to search through multiple sources. A compilation of write‐in comments is on file with the Woodburn Community Services Department. Communication preferences How do residents want to hear about Woodburn’s parks, programs, and events? A majority of residents prefer to learn about City parks, recreation facilities and special events through the Woodburn Newsletter the City website or Facebook see Figure 13. These methods were popular across all age groups. The Woodburn Independent, community event signs, and direct email were also popular ways of learning about Woodburn parks, preferred by 37‐39% of respondents each. Twitter was less popular. Some residents wrote in other preferred methods of contact, predominately direct mail. Figure 13. Please check ALL the ways you would prefer to learn about Woodburn’s parks, programs, and events. 66% 62% 51% 39% 38% 37% 6% 5% 3% Woodburn Newsletter City website Facebook Woodburn Independent Community event signs Direct email Other (please specify) Twitter None of these A P P E N D I C E S 128 Exhibit A 345 ---PAGE BREAK--- City of Woodburn Page 12 Parks & Recreation Master Plan Perhaps unsurprisingly, residents who responded to the online survey to prefer online sources of information, notably the City’s website and Facebook, as compared to respondents to the mail survey. Residents with children at home were more likely to prefer communication through Facebook than those without children at home. There were no significant differences in communication preferences between residents living in different areas of the city. A P P E N D I C E S 129 Exhibit A 346 ---PAGE BREAK--- City of Woodburn Page 13 Parks & Recreation Master Plan Demographics Age groups Overall, nearly half of mail respondents were above 65 years of age Online‐only survey respondents tended to be younger than mail respondents – 55% were under 44 years and only 17% were over 65. Number of children in household The majority (68%) of respondents to the mail survey live in households with no children under 18, while about thirty percent live in a household with either one two or three or more (10%) children. Online‐only survey respondents were significantly more likely to live in households with children than respondents to the mail survey – 61% had children in the home. Location of residence Nearly all survey respondents live within the City of Woodburn. About 42% of mail respondents live to the north of 214 (map areas A and B) and 58% live to the south (map areas C and The largest portion of respondents to the mail survey, 32%, live in the southwest portion of the City (map area Online survey respondents were more likely to live south of 214 See map on following page. 4% 10% 14% 10% 15% 24% 22% 0% 10% 20% 30% < 20 20‐34 35‐44 45‐54 55‐64 65‐74 75 + Mail survey responses Online‐only survey responses Online‐only survey responses Mail survey responses Online‐only survey responses Mail survey responses 31% 11% 32% 26% 0% 0% 10% 20% 30% ( A ) Northwest ( B ) Northeast ( C ) Southwest ( D ) Southeast Don’t live in City 16% 11% 30% 34% 9% 0% 10% 20% 30% ( A ) Northwest ( B ) Northeast ( C ) Southwest ( D ) Southeast Don’t live in City 2% 23% 30% 17% 12% 12% 5% 0% 10% 20% 30% < 20 20‐34 35‐44 45‐54 55‐64 65‐74 75 + 68% 10% 11% 10% 0% 25% 50% 0 1 2 3 or more 39% 12% 31% 18% 0% 25% 50% 0 1 2 3 or more A P P E N D I C E S 130 Exhibit A 347 ---PAGE BREAK--- City of Woodburn Page 14 Parks & Recreation Master Plan Survey map for location responses 40% A P P E N D I C E S 131 Exhibit A 348 ---PAGE BREAK--- City of Woodburn Page 15 Parks & Recreation Master Plan ATTACHMENT 1. SURVEY INSTRUMENT A P P E N D I C E S 132 Exhibit A 349 ---PAGE BREAK--- City of Woodburn Page 16 Parks & Recreation Master Plan A P P E N D I C E S 133 Exhibit A 350 ---PAGE BREAK--- City of Woodburn Page 17 Parks & Recreation Master Plan A P P E N D I C E S 134 Exhibit A 351 ---PAGE BREAK--- City of Woodburn Page 18 Parks & Recreation Master Plan A P P E N D I C E S 135 Exhibit A 352 ---PAGE BREAK--- City of Woodburn Page 19 Parks & Recreation Master Plan A P P E N D I C E S 136 Exhibit A 353 ---PAGE BREAK--- Appendix B: Appendix B: Hybrid Open House Summary Hybrid Open House Summary A P P E N D I C E S 137 Exhibit A 354 ---PAGE BREAK--- MEETING NOTES PROJECT NUMBER: #22-148PLN ISSUE DATE: June 4, 2023 PROJECT NAME: Woodburn Parks & Recreation Master Plan RECORDED BY: Steve Duh TO: FILE PRESENT: Members of the public City staff Project team members from Conservation Technix and Izo PR & Marketing SUBJECT: Parks & Recreation Master Plan: Open House #1 Meeting Notes (May 31st) Community members were invited to an open house for citywide Woodburn Parks and Recreation Master Plan on Wednesday, May 31, 2023 from 7:00 - 8:30 p.m. at the Woodburn City Hall. The project team prepared a presentation and informational displays covering the major themes of the Parks Master Plan. These displays included Project Overview, Survey Highlights, Parks & Outdoor Recreation, and Investing in the Future. The meeting was conducted as a hybrid (online & in-person) event and in English and Spanish. Attendees were encouraged to talk to project team members and record their comments. City staff and project team staff engaged with participants to identify general needs and interests for park and recreation in Woodburn. Approximately 12 people attended the meeting to review materials and provide comment. PUBLIC COMMENTS The following represents a summary of the comments received during the evening meeting. Recreation Program Area Ideas  Youth Programs & Camps: Extremely necessary / Pottery, arts / STEM outdoor / Summer youth camps, School-engaged year round events / ¡Sí! Gratuitos o de bajos recursos y varias edades (Yes! Free or low-resource and various ages) / S.T.E.M. or outdoor programs  Adult Sport Leagues: Great!  Adult or Senior Classes: Pottery  Aquatic Classes: Becas para natación (swimming gowns) / Transporte es un problema o horario (Transportation is a problem or schedule)  Other: Would love to see intergenerational events/classes Targeting Future Needs (Are there types of experiences you would like to see?)  Indoor pickleball  Great fields!  Year-round access / covered areas  Trees; shaded areas with different sitting options; reading/drawing outside A P P E N D I C E S 138 Exhibit A 355 ---PAGE BREAK--- Parks & Recreation Master Plan: Open House #1 Meeting Notes (May 31st) Woodburn Parks & Recreation Master Plan Project Number #22‐148PLN Page 2 Targeting Future Needs (map comments)  Indoor pickleball close to Estates  Senior exercise at Senior Park (classes)  Disc golf (at Hermanson Pond)  Skatepark  Parks here with restrooms. There are minimal parks this side of 99E (near NE section of 99E & 214)  Develop wetland area to eliminate homelessness in residential backyards (near SE section of 99E & 211)  I would like to see additional parks, structures or trails in East woodburn on the other side of 99e. Many people have to cross 99 in order to get to park that meets their needs. There are also many apartment complexes being built on that side of Woodburn and there is only 1 park located on that side. A P P E N D I C E S 139 Exhibit A 356 ---PAGE BREAK--- Parks & Recreation Master Plan: Open House #1 Meeting Notes (May 31st) Woodburn Parks & Recreation Master Plan Project Number #22‐148PLN Page 3 Targeting Future Needs - Walking & Biking Trails  Lighted trails  Emergency access plans  Wider trails for strollers/wheelchairs/mobility devices  Tree lined walking trails  More trails this side (east of 99E; NE corner of city)  Expand trail system from 3 miles to 20 miles (not on streets)  In addition to connecting trails, wider trails would benefit people who use wheelchairs or other mobility devices as well as help parents or caregivers with strollers Exploring Investment Priorities (dot exercise)  7 - Additional walking / biking trails  6 - Picnic shelters  5 - Shade structures for playgrounds  5 - Outdoor splash pad / water spray park  3 - Outdoor fitness equipment  3 - Pickleball / futsal / multi-sport courts  2- Additional art in parks  1 - Additional sport fields  1- Other (write-in: disc golf) Other Comments  Year round access to parks that are renewed  More picnic tables  Community parties (block-like parties) in different parts of town or park  Museo de informacion (information museum)  Mas accessible para connectar a gente de fuera (More accessible to connect with people from outside)  Lots of trees to make walking more pleasing  More shade and toilets for camping  Additional lighting for evening events and physical activities in current parks Every effort has been made to accurately record this meeting. If any errors or omissions are noted, please provide written response within five days of receipt. End of Notes cc: Jesse Cuomo, Community Services Director File A P P E N D I C E S 140 Exhibit A 357 ---PAGE BREAK--- Appendix C: Appendix C: Online Open House Summary Online Open House Summary A P P E N D I C E S 141 Exhibit A 358 ---PAGE BREAK--- WOODBURN PARKS AND RECREATION MASTER PLAN 2023 FALL 2023 ONLINE OPEN HOUSE SUMMARY Prepared for City of Woodburn Prepared by JLA Public Involvement, Inc. Date October 2023 A P P E N D I C E S 142 Exhibit A 359 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 1 TABLE OF CONTENTS Introduction 2 Overall Participation and Notification 2 Feedback Summary 2 Key Takeaways 2 Detailed Summary 3 Demographics Information 7 Next Steps 10 Appendix A: Open-ended comments 11 A P P E N D I C E S 143 Exhibit A 360 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 2 INTRODUCTION The City of Woodburn held an online open house from September 15 to October 1, 2023, to share information about the Parks and Recreation Master Plan update (PRMP). The purpose of the online open house was to:  Share project details, timeline and plan progress.  Share what we’ve heard so far through previous outreach efforts and field assessments.  Share information about proposed park improvement projects, new trail connections and programs being considered.  Gather feedback from the community. The online open house was made available in English and Spanish. Feedback received from the online open house will help refine the PRMP. OVERALL PARTICIPATION AND NOTIFICATION Overall, 170 people participated in the online survey. Additionally, the project page received 282 visitors while the online survey was open. Community members were informed about the online open house through the following:  Social media posts to the City’s Facebook page.  11,819 postcards were sent to residents living in the City of Woodburn  A digital flyer was shared with the Woodburn School District’s Director of Communication and various organization for distribution to their communities.  A press release distributed to local media.  An email to the City’s E-blast list. FEEDBACK SUMMARY Key Takeaways The following themes emerged from the online open house responses. Potential Park Improvements  The majority want to see improved maintenance of existing facilities and parks.  Several people mentioned they would like additional facilities like sport courts and turf fields.  Others want to see improvements to existing parks, such as adding or upgrading playground equipment, picnic shelters, splash pads and restroom facilities.  Most people were in favor of building a community center and renovating Settlemier Park.  Others noted feeling unsafe and asked for additional lighting at parks. Potential Trail Connections  Most people were in favor of building a citywide trail loop as well as building more trails in natural areas. A P P E N D I C E S 144 Exhibit A 361 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 3  Participants would like to see the following amenities to be installed in the near term: trailhead restrooms, benches along trails, and drinking fountains or water bottle filling stations.  Several people advocated for safe pathways connecting various parts of the community, schools, and downtown areas.  Others mentioned they would like improvements to trail safety with lighting.  Others advocated for upgrading trail accessibility. Potential Recreation Programming Improvements  The majority are interested in more program offerings, in general.  Participants were interested in more medium- or large-sized city events.  Several participants would like more swim lesson offerings and more affordable sports programs. Detailed Summary Below is a summary of the feedback received through the online open house. 1. If you had to pick just one improvement to Woodburn’s park system, which of the following would you choose? The majority (35%) want playground upgrades and replacement, followed closely by improved, permanent restrooms and picnic shelters and tables for gathering 1% 15% 20% 28% 35% 0 10 20 30 40 50 60 Updated playground surfacing Shade structures for playgrounds Picnic shelters and tables for gatherings Improved, permanent restrooms Playground upgrades and replacement If you had to pick just one improvement to Woodburn’s park system, which of the following would you choose? A P P E N D I C E S 145 Exhibit A 362 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 4 2. The following is a partial list of improvements and facilities that may be considered for the future. For each item, please tell us if it should be a Top Priority, a Medium Priority, a Low Priority or Not a Priority at all. Costs are estimated as somewhat expensive moderately expensive expensive or very expensive The top priority listed by participants is to build a new community center and renovate Settlemier Park The majority (approximately 45%) ranked the following three improvements as medium priorities: build additional picnic shelters for group gatherings, build additional paved and/or accessible walking trails in parks, and build sport courts at Nelson and North Front Street Parks. Participants rated upgrading playgrounds at North Front Street, Heritage, and Burlingham Parks as either medium or low priority and add a splash pad to a park as either a low or medium priority (with a quarter of participants noting it as not a priority). 6% 31% 37% 26% 0 10 20 30 40 50 Not a priority Low Priority Medium Priority Top Priority Upgrading playgrounds at North Front Street, Heritage and Burlingham Parks 25% 36% 28% 11% 0 10 20 30 40 50 Not a priority Low Priority Medium Priority Top Priority Add a splash pad to the park 6% 14% 26% 54% 0 20 40 60 80 Not a priority Low Priority Medium Priority Top Priority Build a new community center & renovate Settlemier Park 10% 28% 45% 17% 0 10 20 30 40 50 60 70 Not a priority Low Priority Medium Priority Top Priority Build additional picnic shelters for group gatherings A P P E N D I C E S 146 Exhibit A 363 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 5 3. Are there other improvements you would like to see at existing City parks? Many participants commented that they would like to see improved maintenance and upgrades to existing parks and facilities. Participants specifically noted Centennial Park fix broken picnic tables, clean splash pad, and power wash picnic shelter), Hermanson Pond and trail, Legion Park upgrade playground), Burlingham Park, Nelson Park, Heritage Park, park at Senior Estate and Wyffels Park as well as the aquatic center, baseball fields, dog park and park or trail bathrooms. Other improvements mentioned frequently included the addition of basketball courts, tennis courts, frisbee golf and a second turf field. Several people asked for additional lighting and noted feeling unsafe in the parks. Others asked for more trees or shaded structures, more walking trails, and more all-inclusive park features or handicap accessible parks. Additional suggestions include:  Offer more youth sports programs.  More seating along paths.  Add exercise machines.  Build a bigger dog park.  Add moveable tables and chairs.  Offer more bike trails.  Build a senior center.  Add trail mileage signage.  Add Oregon leash law signage.  Start a volunteer litter pick up crew.  Add a community garden.  Add more drinking fountains.  Add a bike repair center. For a complete list of comments, see Appendix A. 4. As the City plans to grow and improve the recreational trail system, which of the following options are most important to you? The majority (43%) want the City to add more trails to natural areas, followed closely by adding more paved paths within City Parks for small walking loops For those that selected “Other,” they mentioned maintaining existing facilities, prioritizing youth sports programs, adding more trails and buying more land to convert into parks or green space. 9% 28% 46% 17% 0 10 20 30 40 50 60 70 Not a priority Low Priority Medium Priority Top Priority Build additional paved and/or accessible walking trails in parks 10% 28% 44% 18% 0 10 20 30 40 50 60 70 Not a priority Low Priority Medium Priority Top Priority Build sport courts at Nelson and North Front Street Parks A P P E N D I C E S 147 Exhibit A 364 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 1 5. Expanding the City’s trail system was identified as the highest priority for improving the Woodburn park system. What is most important to you for improving trails in Woodburn? (Select all that apply.) The majority (48%) would like the City to build new trails in existing parks and open spaces, followed closely by purchase more land or easements and build new trail connections For those that selected “Other,” they are interested in more bike lanes, more swimming lessons and youth programs, safer walking routes from Woodburn Estate/Broughton Way to Centennial Park, and better response times on inquiries. 4% 9% 14% 30% 43% 0 10 20 30 40 50 60 70 Other Connecting to retail, employment, and commercial areas Adding more park-to-park connections Adding more paved paths within City parks for small walking loops Adding more trails in natural areas As the City plans to grow and improve the recreational trail system, which of the following options are most important to you? 2% 21% 34% 34% 39% 48% 0 10 20 30 40 50 60 70 80 Other Use street rights-of-way and sidewalks to improve connectivity Improve maintenance of existing trails Improve signage and trails information to increase awareness of opportunities Purchase more land or easements and build new trail connections Build new trails in existing parks and open space If you had to pick just one improvement to Woodburn’s park system, which of the following would you choose? A P P E N D I C E S 148 Exhibit A 365 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 2 6. In addition to making new trail connections, a variety of amenities could be installed to improve the trail system. Which of the following projects should be implemented in the immediate future (next 1 to 3 years)? (Choose your top three.) The majority (approximately 42%) rated trailhead restrooms, benches along trails, and drinking fountains or water bottle filling stations as their top three amenities. 7. Thinking about trails and paths, which potential trail connections are the highest priority for your household? Rank the trails by selecting from the drop-down menus. The majority (39%) said creating a citywide loop trail around Woodburn is their top priority. They also ranked expanding Mill Creek trail between Settlemier Park and Woodburn High School as another priority, followed closely by connecting Centennial Park to Settlemier Park. 14% 26% 26% 26% 39% 41% 46% 0 10 20 30 40 50 60 70 80 Outdoor fitness or stretch stations along trails Directional signage or mileage markers Wildlife viewing areas Trailhead parking Drinking fountains or water bottle filling stations Benches along trails Trailhead restrooms In addition to making new trail connections, a variety of amenities could be installed to improve the trail system. Which of the following projects should be implemented in the immediate future (next 1 to 3 years)? A P P E N D I C E S 149 Exhibit A 366 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 3 16% 13% 24% 19% 28% 0 10 20 30 40 Lowest priority - 5 4 3 2 Highest priority - 1 Expanding Mill Creek Trail between Settlemier Park & Woodburn High School 11% 13% 27% 28% 21% 0 10 20 30 40 Lowest priority - 5 4 3 2 Highest priority - 1 Connecting Centennial Park to Settlemier Park A P P E N D I C E S 150 Exhibit A 367 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 4 8. As the City plans for future recreation programming, should there be more or less of the following activities or programs available in the future? The majority (61%) said they would like more adult or senior classes, adult sports leagues, youth programs, teen activities, and outdoor or nature camps. The majority (87%) said the current offering of aquatic classes and programs are either adequate or are needed. 20% 18% 25% 22% 15% 0 10 20 30 40 Lowest priority - 5 4 3 2 Highest priority - 1 Expanding Hermanson Pond Trail and adding a walking loop 39% 22% 8% 20% 11% 0 10 20 30 40 50 60 Lowest priority - 5 4 3 2 Highest priority - 1 Connecting to retail, employment and commercial areas 11% 14% 16% 20% 39% 0 10 20 30 40 50 60 Lowest priority - 5 4 3 2 Highest priority - 1 Creating a citywide loop trail around Woodburn A P P E N D I C E S 151 Exhibit A 368 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 5 9. We heard interest in additional community events. What types of events should the City focus on? (Choose one.) The majority (51%) wanted more medium-size or big events. 19% 4% 14% 62% 0 30 60 90 Not sure/ Don't know Fewer needed Current offerings are adequate More needed Adult or senior classes, such as arts, music, fitness or wellness 19% 3% 26% 52% 0 20 40 60 80 Not sure/ Don't know Fewer needed Current offerings are adequate More needed Adult sports leagues, such as volleyball, pickleball or softball 11% 2% 44% 43% 0 10 20 30 40 50 60 70 Not sure/ Don't know Fewer needed Current offerings are adequate More needed Aquatic classes & programs 15% 1% 19% 65% 0 30 60 90 Not sure/ Don't know Fewer needed Current offerings are adequate More needed Youth programs, such as summer day camps, arts or gymnastics 19% 2% 12% 67% 0 20 40 60 80 100 Not sure/ Don't know Fewer needed Current offerings are adequate More needed Teen activities, such as game nights, trips or camps during school breaks 26% 5% 11% 59% 0 30 60 90 Not sure/ Don't know Fewer needed Current offerings are adequate More needed Outdoor or nature camps, including environmental education A P P E N D I C E S 152 Exhibit A 369 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 6 10. Is there anything else you’d like us to know about parks, trails and programs improvements? Overall, people seemed enthusiastic about park updates and several people expressed gratitude for current park offerings and recent improvements. Below are the main themes from participants’ comments:  Maintain current parks and trails. o Examples include vegetation maintenance, trash bins, dog waste bag stations and a City-wide campaign to encourage cleaning up litter.  Buy more land for future parks and green spaces. o One person recommended finding grant funding and focusing on ADA improvements.  Improve or update current parks. o Examples included expanding Legion Park and the Aquatic Center, building a new community center, adding a gym facility to the Aquatic Center and building an indoor track and pickleball courts. o Others asked for improved safety with lighting.  Offer more programming. o Examples included an improved farmers market, more swim lessons, more affordable classes or sports programs and adult day trips like “Out and About.” Additionally, a few people asked for improved bike and walking facilities to access the parks and others asked for a community garden. One person asked for a connection from West Woodburn to Woodburn parks and recreation facilities, as there are currently none. Another person suggested we discuss park improvements with vulnerable communities and apartment communities that currently don’t have access to parks. One person wanted to know if there are any plans for Burlingham Park. For a complete list of comments, see Appendix A. 9% 12% 17% 23% 28% 0 10 20 30 40 50 Don't change anything. No preference More small, neighborhood events More big events More medium-sized events We heard interest in additional community events. What types of events should the City focus on? A P P E N D I C E S 153 Exhibit A 370 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 7 Demographics Information Out of the 170 participants, 93 people completed the demographics information below. 1. Using the map, in which section of Woodburn do you live? 38% of participants live south of 214 and east of N Settlemier Avenue, followed closely by south of 214 and west of N Settlemier Avenue 2. How do you describe your race/ethnicity? (Check all that apply.) The majority (68%) identified as White. 4% 38% 26% 12% 19% 0 5 10 15 20 25 30 35 I don't live in Woodburn ( D ) South of 214 & East of N Settlemier Avenue ( C ) South of 214 & West of N Settlemier Avenue ( B ) North of 214 & East of N Boones Ferry Road ( A ) North of 214 & West of N Boones Ferry Road Using the map, in what section of Woodburn do you live? A P P E N D I C E S 154 Exhibit A 371 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 8 3. What languages are spoken or signed at home? (Check all that apply.) The majority (69%) speak English at home and almost a fifth speak Spanish. For those that answered “Other,” they listed the following languages: Mixteco, French, Spanglish, and Tongan. 4. What is your age? Almost half (40%) identified as either 45-54 years old or 35-44 years old and a quarter (25%) identified as 65 years or older. 4% 68% 2% 22% 1% 3% 0 10 20 30 40 50 60 70 Prefer not to answer White Native Hawaiian or Pacific Islander Latino or Hispanic Asian American Indian/ Alaska Native How do you describe your race/ethnicity? 1% 3% 3% 21% 69% 3% 0 10 20 30 40 50 60 70 80 90 100 Prefer not to answer Not listed above Russian Spanish English American Sign Language What langauges are spoken or signed at home? 1% 5% 13% 20% 20% 15% 25% 0 5 10 15 20 25 Prefer not to answer 20-24 25-34 35-44 45-54 55-64 65 + What is your age? A P P E N D I C E S 155 Exhibit A 372 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 9 5. What is your highest level of education? The majority (59%) have some college / technical / community college / 2-year degree or a college degree / 4- year degree. 6. What was your total household income last year before taxes? (Select one.) The majority (48%) make at least $80,000 a year. 7. How many children under age 18 live in your household? The majority (65%) said they do not have any children under the age of 18 in their household. 2% 15% 31% 28% 24% 0 5 10 15 20 25 30 Prefer not to answer High school degree or less Some college/technical/community college/ 2-year degree College degree/ 4-year degree Postgraduate What is your highest level of education? 20% 35% 13% 16% 7% 10% 0 5 10 15 20 25 30 35 Prefer not to answer $100,000+ $80,000-$99,999 $60,000-$79,999 $40,000-59,999 Less than $40,000 What was your total household income last year? A P P E N D I C E S 156 Exhibit A 373 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 10 NEXT STEPS The City will review the online open house feedback and refine the draft Parks and Recreation Master Plan (PRMP) then present the draft plan to the City Council in fall 2023. Once approved, the PRMP will be incorporated into the City of Woodburn’s Comprehensive Plan and guide future recreation projects and programs. 8% 17% 11% 65% 0 10 20 30 40 50 60 3 or more 2 1 0 How many children under age 18 live in your household? A P P E N D I C E S 157 Exhibit A 374 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 11 APPENDIX A: OPEN-ENDED COMMENTS Below are the unabridged, unedited responses to the open-ended survey questions. Question 3. Are there other improvements you would like to see at existing City parks? 1. Would love to have a move inclusive cultural involvement other than all Spanish festivities and activities. Many other cultures and holidays are being left out. Makes us feel supremely um welcomed in the community you’re trying to build. 2. I believe that Woodburn has awesome parks. I think that Legion Park is marked off the list, and is a good park (No need for construction) . Cenntanial Park can use better bathroom, but overall I think it's a good park, I go jogging there 2-3 times a week. I do believe that Settlemier Park need the most improvment. I rarley go there, a mijority of the trees need to be cut, and it needs improvment in ts playground (Not including the aquatic center) 3. I would love to see an upgraded playground at Legion Park, with more things for the kids to play on. Also, a splash pad would be nice to see there as well. 4. At times a little better weed and pest abatement would be nice at Heritage Park. Otherwise our little neighborhood park here in Heritage Park could just use a little play structure upgrade and maybe a picnic table or two for gatherings. Thank you for asking and taking our input. 5. A bike repair center (air refill center) like the one Canby and Tualatin have. 6. Not letting adults drink and maybe having patrol at night I have four countless needles and stuff 7. The restrooms at the parks are dark and unsafe. Not sure exactly what can help change that but it is needed with all the kiddos 8. Improve the baseball fields at centennial!! 9. Turf the infields at centennial baseball fields make them useful and more kids will want to play 10. Improve the baseball fields and restroom facilities at Centennial park. Field have so many holes it’s dangerous for kids to play. These fields are also used for little kid soccer. Bathrooms at Centennial need updating and maintenance 11. More maintenance of bathrooms 12. Anything at Nelson park. Including parking, better playground, infrastructure, sports area, except Soccer. There is already plenty of soccer fields around Woodburn already. 13. Lighting should be adequate for safety 14. Better maintenance at Burlingham park 15. Accesible playground for children with needs. I was a centennial one time and a little girl was in a wheelchair, she could not go into the playground due to the bark dust. She watched everyone play as she was just in the shelter area. All children should be able to enjoy the park. We as a city should have more disability friendly areas. 16. Keep them clean and free of dangers 17. Better landscaping and more walking paths 18. Wildlife safe/observation areas. We need to protect our wildlife. They are losing their habits due to construction. A P P E N D I C E S 158 Exhibit A 375 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 12 19. Community garden 20. Community garden! 21. Improve dog park sections at the parks, turf fields at centennial 22. Lighting upgrade and shelter picnic area replacement at Burlingham. 23. Tennis, pickle ball courts. Racquet or hand ball courts. 24. Hermanson park. The pond needs to be revitalized. That area could become a wonderful natural area, with native plantings and effective management of the pond. Right now it's a stagnant pond whose trails are frequently underwater in the rainy months. 25. Yes, our roads going to the parks. 26. The park in the Heritage Park Neighborhood is inadequate and could be improved. 27. Wouldn’t it be cool to have a doggy water fountain and their own play yard next to the kiddos? Also consider installing community bathrooms nearby. Thank you for your consideration. 28. 1) Adding Gardens Also need to continue buying land for additional parks even if unable to make improvements at the current time 29. Settlemire Park 30. Is there a way to organize volunteers to regularly pick up litter at the parks? I notice this is an issue in general in Woodburn, lots of litter. Possibly provide recycling receptacles at the parks as well? Also wondering if the picnic shelter ground can be power washed at Centennial Park? It’s a nice facility, I think a good spray down would go far! Ideally new or cleaner public restrooms at Centennial Park also. Thank you. 31. Pothole repair on all city streets. 32. Improve safety and clean up (drug paraphernalia) at existing parks. 33. Water park for kids for the summer and more walk trails 34. We need to significantly improve and maintain our baseball fields. While we have made a wonderful and very appreciated effort with our soccer resources, our baseball program is struggling to develop in town, and part of that is due to the condition of the fields. 35. Disc golf course 36. WE NEED COMMUNITY CENTER FOR CLASSES FOR SENIORS, GATHERINGS, CONCERTS ETC WITH USABLE KITCHEN, POSSIBLE POOL 37. Signage about OR State leash laws 38. Sign that say DOGS ON LEASH 39. Brush clearing and better lighting for safety. Too many secluded areas and insufficient lighting. Doesn’t matter how much resources are put in place to improve walking paths, shelters, restrooms, playgrounds and sports courts if residents don’t feel safe visiting those locations 40. Any improvement related to walking trails. 41. lighting for the evenings, cleanliness, landscaping to make parks look more inviting 42. Access Logs Via Mobile Devices for Facilities that are Subjected to Vandalism to Enable Police Investigations 43. I would like to see improvement made at our aquatic centre. 44. Regular cleaning of playground surfaces and pick up of litter in the park Clean splash pad at Centennial park A P P E N D I C E S 159 Exhibit A 376 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 13 Enforce a fine for people who do not pick up their dog's poop A complete revamp of Legion park playground, one slide? Seriously? 45. Fixing broken water pipes and more vegetation 46. More Trees. 47. Just a comment: our goal should be to make all parks equal so that everyone in our community has access to the same amenities. I know that is expensive but it's equitable. 48. More waking trails and green ways! 49. I would love to see a nature park like Wilsonville’s nature park. There is not a park in Woodburn like it. There is Hermanson Pond but it’s not easily accessible due to homes and there is no official public parking. We need paved nature trails on large plots of land and restored habitats. The trails currently are all cut up and split up by busy roads. Woodburn is growing and there are mature trees being cut to make way for homes. 50. There needs to be more cooling gardens. Whatever gets built needs to include shade trees and water features for the 100°+ days. Many people in our town don't have air conditioning and don't know how to swim, which is a danger combination for area rivers. We need safe places to cool off, and honestly, there needs to be a lot more swim lesson spots available, especially free lessons. 51. Let's get a tennis court with some shade in there. Also build some few payphones that are for emergency just in case someone feels unsafe while they are there or on their trail run or walk 52. Please place splash pads farther away from play structures. Also add communication boards and more sensory toys/experiences 53. Wyffels Park desperately needs work 54. Turf fields at centennial. 55. Updates that would allow people with disabilities to access the parks. 56. I would like to see bike paths 57. Signage to inform walkers how many laps are a mile in all of our walking trails.For example the new walking trail around Legion Park soccer field. Create a downtown walking trail with signage on mileage etc. 58. The youth sports needs to completely re done before parks 59. You can not place a community center and park upgrades in the same survey, as it’s not comparable. People will clearly choose a community center, leaving city parks in their continued poor condition. The 5500+ children in Woodburn need access to shaded parks in their neighborhoods. Families should not need to travel to another city to have access to a park. 60. We can't afford to pay any more taxes. Woodburn is in the top for taxes @ just shy of $20.00 per 1000. We, the tax payers, cannot afford another bond measure. You are simply choking most property owners to death. 61. Updating settlemier park is useless if it doesn't feel safer and less secluded. Bringing less isolation and sunlight would help as well as activity/more people. It could be a great area for a frisbee golf course. Also, broken picnic tables need to be fixed, especially at centennial. 62. Our city needs an accessible park for children with disabilities, such as adaptive swings, wheelchair accessible play areas and swings, and safe soft ground surfaces 63. More turf soccer fields and basketball courts. Centennial baseball and softball fields hardly ever are used. More parking. A P P E N D I C E S 160 Exhibit A 377 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 14 64. Improvements to the Baseball fields and facilities at Centennial Park, in very bad shape and have been neglected for many years. 65. Basketball courts 66. A senior center for seniors to socialize, have resources, classes, games, meals, etc. 67. Plant more trees and improve the quality of the grass at Senior Estates Park. Most users of the park are older and some of the areas have hidden problems that have been neglected and could lead to injuries if people trip or fall. More trees in the northern area of park might help reduce the soggy soil during rainy seasons. 68. All inclusive parks for our disabled children! 69. Regular Landscape Maintenance 70. More restrooms, drinking fountains on trails if possible, supervised dog parks with little to no gopher holes, covered dog play areas, more handicapped and senior access. 71. Leveling the ground and putting in a water spigot and shade/cover at the dog park(s) 72. I would like to see the flower and shrub beds around the city and especially the city buildings trimmed, weeded, and cleaned up. Too many of the city properties are in need of work. Why is the city focused on building more when they cannot keep up with the cleaning, weeding, trimming of the properties and open spaces they now have??? 73. Community Center!!! 74. Consistently good maintenance, taking good care of trees and ensuring security and safety in the parks should be the top priorities. 75. Bike trails 76. Improve the park at Senior Estates. Maintain it. 77. More seating along paths 78. Bigger dog Park 79. Top thing, moveable tables and chairs for eating. Next a few more drinking fountains. Old fashioned ornamental fountains like at the plaza downtown. Old fashioned band shells (covered podiums for musical acts). 80. You need to maintain what you have, especially the Aquatic Center, before making new investments! 81. Another Turf field. Legion Park Turf field gets overcrowded and not enough parking spaces. 82. I think every park should have a basketball hoop added somewhere. 83. More trees!!! 84. Expand Hermanson Pond and its walking trails. Create a true park with picnic tables, playgrounds and open grasslands. Question 10. Is there anything else you’d like us to know about parks, trails and programs improvements? 1. Create more programs for all religions would be great 2. I think Woodburn has some pretty great parks and we definitely have the need and it seems ability to take the resources we already have and improve the places of nature and beauty as well as recreational and educational use areas even better! A P P E N D I C E S 161 Exhibit A 378 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 15 3. It be great to expand Legion Park or even have the community center in the empty space between Legion and Police Station 4. It would be great to have indoor spaces for basketball and volleyball and fittness 5. For safety of the kids the trail priority should be towards the high school to downtown. We were sad to see all the summer swim lessons fill up this year. It isn’t fair that I pay property taxes here and more than half of the families who signed up for swim lessons live OUTSIDE of Woodburn 6. Nope 7. Farmers markets and such 8. Focus on conserving nature so less habitats are lost. 9. Community garden 10. We’d really like a community garden 11. Big celebrations are great already! Having more smaller events would be fun. 12. The classes/sports programs that are offered feel over priced. Especially when you consider that families have multiple children who they would like to enroll 13. Please connect West Woodburn to our beautiful parks and recreation system with a safe path. Apply for grants, ADA compliance enhancement funding, anything out there! I'll help! We know how it's plotted for development already. Land and right of way costs will never be cheaper than now. Let's lock in business/vibrancy attracting connectivity by connecting our parks. Our walking/biking scores are beyond pale but just one vital link away from being exceptional. 14. Please buy land for more parks. 15. Need more attract such as amusement parks. 16. The trimming and removal of dangerous dead trees. Would love to see more community gardens around also. 17. Would like to see a new community center including a senior center. 18. Really hoping for the expansion of Woodburn Aquatic Center! I feel like the city does a great job overall providing a lot of family friendly events. I feel like the parks are nice here and there are many, especially considering the size of Woodburn, so no complaints there. My one critique would be to somehow encourage less littering at the parks. 19. Give maintenance and take care of it.not just built and neglect it. 20. There are so many great ideas here! 21. Heritage park would be better used as covered area for gatherings and maybe a sports court. Not a playground. 22. kEEP THE NEIGHBORHOOD FAMILY UNITED 23. I wish you wouldn't water the designated off-leash dog parks first thing in the morning when people actually would like to use them before it gets too warm. When they are just watered, they are muddy and slippery and dangerous for your dog when they run. If you could water in the middle of the night or late evening, that would be better. Thank you. 24. We should leverage public money where we can obtain multiple good effects on the community. Look for multiple benefits combine public safety & health & recreation & livability that is marketable to both residents and visitors 25. Is there anything we can do to improve and clean up our down town area? 26. A bike share program would be awesome. A shaded park for summer A P P E N D I C E S 162 Exhibit A 379 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 16 27. For a festival, we ought to have a berry festival. Didn't we used to be the berry capitol of the world? 28. Is there any plans Burlington park? 29. Is there any plans Burlington park? 30. Improve swimming lessons, always full, never any teachers, pool manager doesn’t return calls or is never there. Youth sports registration closes way too early and we have never been able to get into a sport because you ended registration for a sport in November. We are not thinking about a sport in august that’s in November. It’s ridiculous. We don’t even use the parks or programs here because it’s so chaotic and you can’t even get ahold of any one, or get into anything unless it’s 3-4 months in advance. This is why lots of kids in this community lose out on youth sports/swimming in this community. Money need to go to this. Ymca run is too expensive and not run very well. I miss my small town park and rec department without big ymca. Why do we have money for these giant parks and trails but not money for actually getting the youth involved in organized sports??? 31. I think it’s important to consider your audience; who is completing your survey as the survey response may not include what is best for the community. I hope you consider your most vulnerable population and consider their need for parks, access to parks, and what parks can provide, such as access to physical movement. Especially, considering the many apartment complex’s and children/adult lack of physical movement. Exposure to green space and nature is known to have positive impact on physical and mental health. We also know that the most vulnerable families in Woodburn currently don’t have access to a neighborhood park. I hope you are able to see current park locations and make up of residents in those areas as well as access to current parks before making informed decisions. 32. Woodburn basically only has one safe and usable play structure currently which is centennial and it's very disappointing and boring to have so few options. 33. More trees in the parks and maintain cleans more trails for the people, for walking specially lights for the nigh . 34. Make sure they are wheelchair accessible 35. Would like to see pickleball courts with nets and lighting for night play as well. 36. It would be nice to have other activities other then Mexican heritage activities. Something Anglo folks would be interested 37. More adult activity trips. In the past we've been to places like Crater Lake, Tillamook County Museum, Lincoln city outlets, and my favorite was a balloon ride. It's understandable that these trips stopped during the covid shutdown for safety. But hope the city will sponsor more of these adult day trips year round. I also miss the "Out and About " flyers that came in the mail. 38. We need a bigger & better Farmers Market, that isn't hosted by a religious school 39. Yes. The four new PICKLEBALL COURTS are fantastic. Congratulations on serving the players who had no place to play between Wilsonville and Salem. 40. We need inclusive parks for the disabled! 41. I'm thankful for what we currently have but with all the new housing going on we will definitely need more parks, trails & programs. 42. Would really like an indoor place to walk in bad weather. Seniors need to keep active. What happened to the plans for the aquatic center? Was going to have walking area, meals on wheels etc. 43. Increased placement of garbage cans and doggie bags (recycling options as well) may help decrease litter. A P P E N D I C E S 163 Exhibit A 380 ---PAGE BREAK--- Woodburn Parks and Recreation Master Plan 2023 I Fall 2023 Online Open House Summary Page 17 44. trim the shrubs , mow the grass, pull the weeds, clean up the garbage surrounding the parks 45. Consistently good park maintenance, including taking care of trees, and ensuring security and safety in the parks should be the top priorities. 46. I will be honest, I have not been to the 4th of July celebration here in Woodburn in a long time. I think last time I went there was a stage set up on Centennial park. I've been to other places for 4th of July, such as Independence, OR, and Longview, WA. I like how they have vendors selling all sorts of things in the locations in which they will have the fireworks show, making it an all day event that leads to the fireworks show. 47. Would like to see a full gym facility to partner with the pool. Pool needs upgraded locker room facilities. 48. Bathrooms of some sort along walking trails. 49. Please don't let new growth on the edge of Woodburn take all the land without new parks and shortcut trails (trails not in parks, that go past or behind private land and between streets.) An empty field as a city park is better than no park at all. 50. I Support the community center idea and the trail loop to attract people to Woodburn - A complete loop for walking, cycling and nature watching with restrooms. 51. Create a town that its current residents want to continue living in. Make it safe to walk, shop and use its park systems anytime during the day and evening. Stop building low income housing and selling or granting land for that purpose. Expand and create more wildlife sanctuaries with connecting walking trails. Strive to create a Woodburn that is both clean and beautiful that its residents enjoy its wealth of beauty and are proud to live in. There’s currently enough strip malls, thrift shops, drug houses, etc. There isn’t enough good dining options, quality small businesses and places to take a stroll and see the wildlife that is still prevalent. Living together with indigenous wildlife with open green spaces throughout the town will begin to disappear if care isn’t taken. 52. Más iluminación en parques para poder caminar con seguridad (Translation: More lighting in parks to be able to walk safely). A P P E N D I C E S 164 Exhibit A 381 ---PAGE BREAK--- Appendix D: Appendix D: Stakeholder Discussion Notes Stakeholder Discussion Notes A P P E N D I C E S 165 Exhibit A 382 ---PAGE BREAK--- Interview Notes 1 June 1, 2023 STAKEHOLDER DISCUSSION SUMMARY Project Name: Woodburn Parks & Recreation Master Plan Project No.: Proj‐# 22‐148PLN Location: Microsoft Teams Interview Date: May 24, 2023 Time: 11:30am Notes by: Steve Duh Participants: Jenne Marquez Karen Linton Becki Hayes Dylan Wells Randi Garcia Cruz Emily Duran, City of Woodburn Brian Powers, City of Woodburn Steve Duh, Conservation Technix Subject: Parks & Recreation Master Plan: Stakeholder Discussion PURPOSE To discuss current issues, opportunities and needs for city park and recreation amenities. The discussion occurred on March 24, 2023, virtually via Microsoft Teams. DISCUSSION The discussion began with a brief introduction and an overview of the city’s Park & Recreation Master Plan process. A set of questions were used to initiate the discussion and explore ideas about system planning and local recreation needs. General Comments & Values about Woodburn’s City Park System  Love the city!  Need more greenery around seniors complex  Add more trails and splash pad (a 2nd, other than Centennial Park)  Make it equitable – provide spaces for everyone to access  Link pedestrians with trails  Very important to maintain existing parks, even small areas OK like a bench with greenery  As it expands, there are less trees; senior area near I‐5 feels separated from the rest of city  Older areas and newer have no greenery, no sidewalks; walkability is important  City does well bring all the cultures together to celebrate What’s Missing or Needs to be Improved?  Overuse at new Legions Park field. Consider adding more fields  Re‐vamp Centennial Park for multi‐use turf; what does maintenance/use look like if we can add tournaments A P P E N D I C E S 166 Exhibit A 383 ---PAGE BREAK--- Interview Notes (continued) Interview Notes 2 June 1, 2023  Soccer tournament concept – field maintenance is horrible; recruiting for a tournament was dead‐ended due to poor field condition. Poor maintenance means Woodburn is missing out on revenue. Drainage is poor at Centennial; field pools when it rains. Grants are great, but need operations and maintenance money for consistent maintenance  Return on investment – invest in our city; keep the money in the community through improvements to parks like Legion. Look at Wilsonville as an example. Tourism potential – hotels, gas, snacks, etc.  Community center rebuild, market to public what the improvements are. Project has been quiet for a while  Aquatic center – kiddie pool and locker room are out of shape. Operations need improvement and more staff needed for more hours  Outdoor auditorium – Library space can only handle 100‐200 people  Larger areas needed to host fiesta and other large events  Parking often full at Legion Park and Centennial. Woodburn draws from other areas, like Gervais  Tough or people to come into park because parking is limited  Overflow parking areas needed, consider utilizing Park & Ride space near transit center as overflow  Centennial Park needs trees, needs to be easier to get to  Hard to get to Centennial from Legion to use splash pad  Smith addition – good access to walk to parks, walk past Settlemier Park to Centennial Park, maintenance needed, so update  Trails – park to park for walking and biking  Community Development should look at how to fill gaps in sidewalk network  Legion Park – expansion has been great, but playground needs space for little kids to play when others are there at the park  For recreation programs, add more adult activities – softball leagues, volleyball, basketball; Infant to toddler group is hard to serve  Marketing plan for volunteers  Invest in off leash areas  Consider adding solar where you can, i.e., roofs of picnic shelters, covered parking lots Priority Project Ideas for Next 5+ Years  Build the new community center  Enhance walkability – trail expansion  More marketing/PR/info about what is offered and available  Do roundtables with partners on programs; coordinate don’t duplicate; find opportunities to co‐ marketing End of Notes A P P E N D I C E S 167 Exhibit A 384 ---PAGE BREAK--- Discussion Group 1 - May 16, 2023 English class for Spanish speakers at Chemeketa Community College in Woodburn. 13 participants Do you currently use any of Woodburn’s Parks or Recreation Programs? If so, which ones? ● Legion Park ● Settlemier Park ● Centennial Park - Feels the most complete with all the amenities. Could you describe your preferred activities to engage in while at the park? ● Running ● Soccer ● Walking trails ● Basketball ● Tennis Which activities motivate you to visit or participate in programs? ● Bike routes ● Basketball tournaments ● Exercising ● May 5th event ● Kids playground A wide array of amenities exists today - from sport fields and courts, to aquatics, to walking/running trails to playgrounds to water access to dog parks. What recreation opportunities are missing or should be improved? ● More basketball courts in the parks. ● Improve the playground for kids and include more activities. ● Improve the maintenance of existing parks. ● Provide more bicycle routes ● Add more water fountains to existing parks. ● Provide more swimming pool locations. ● Include exercise stations in parks. ● Include meditation spaces in the parks for relaxation. ● Improving the parks safety by installing cameras ● Provide artistic activities during the weekends. ● Include soft-fall rubber to kids playgrounds ● Provide more activities for children A P P E N D I C E S 168 Exhibit A 385 ---PAGE BREAK--- ● Provide more rest spaces with shades ● Plant more trees in the parks, in particular in Centennial Park. Any recommendations on repair upgrades or improvements? What would you like to see in 5 years? ● More BBQ stations. ● Build more aquatic centers locations. ● Upgrade the restrooms. ● Become more diligent with the parks maintenance. ● Include a bike station. ● Include night lights in the park. ● Provide a location to fix bicycles. ● Free wifi. ● Expand the size of the parks. Do you have any comments or experiences that you would like to share? ● A participant shared that they stopped visiting the park because they saw people drinking and believed there should be more surveillance for people to feel safe. ● The participants would like to be better informed of the city's social media accounts as well as the city's website to look for events and city news. A good place to provide information is at the aquatic center, library and in schools. A P P E N D I C E S 169 Exhibit A 386 ---PAGE BREAK--- Discussion Group 2 - May 22, 2023 FHDC - Farmworker Housing Development Corporation in Woodburn. 9 participants Do you currently use any of Woodburn’s Parks or Recreation Programs? If so, which ones? ● Legion Park ● Centennial Park Could you describe your preferred activities to engage in while at the park? ● Fiesta Mexicana (Festivals) ● Walking ● Sports Which activities motivate you to visit or participate in programs? ● Walking ● Running ● Exercising ● Kids playground ● Soccer team ● Meditation A wide array of amenities exists today - from sport fields and courts, to aquatics, to walking/running trails to playgrounds to water access to dog parks. What recreation opportunities are missing or should be improved? ● Provide splash pads for kids. ● Buy property to expand parks or plan on building more parks around town. ● Expand the playgrounds and include more games for kids. ● Add more benches and resting areas with shade. ● Add and renovate restrooms. ● Add more tables and grills for barbecue. ● Free internet access. ● Include a space to play volleyball. ● Include more water fountains. ● Expand dog parks around town. ● Build more skateboard parks. Any recommendations on repair upgrades or improvements? What would you like to see in 5 years? ● Provide more security at the parks. ● Provide more park locations. ● Maintain clean bathrooms. A P P E N D I C E S 170 Exhibit A 387 ---PAGE BREAK--- Do you have any comments or experiences that you would like to share? ● n/a A P P E N D I C E S 171 Exhibit A 388 ---PAGE BREAK--- Page Left Intentionally Blank A P P E N D I C E S 172 Exhibit A 389 ---PAGE BREAK--- Appendix E: Appendix E: Tabling & Other Outreach Tabling & Other Outreach A P P E N D I C E S 173 Exhibit A 390 ---PAGE BREAK--- IZO Public Relations & Marketing Woodburn Parks Master Plan 2023 Community Feedback Report September 12, 2023 City Events Incorporating music into events has the power to attract larger crowds. The community expresses a strong desire for more musical events. Such an effort would not only enhance community engagement but also serve as a wonderful means of connecting neighborhoods. Enhancements to Recreational Facilities 1. Picnic Shelters: The community has strongly requested additional picnic shelters in various parks, as they would provide residents with more comfortable space for outdoor gatherings. 2. Walking Trails with resting Areas: Expanding walking trails and ensuring the presence of resting areas with shade would encourage more outdoor activities, even on sunny days. 3. Park Expansion: Community members would like to expand walking trails, include bicycle racks, and add more playground activities such as a splash pad, mechanical chime, and spring rider for kids. These enhancements would enrich the experience for children and also involve expanding the parking area. 4. Amenities: The community has requested renovated and well-maintained restrooms across all parks. Additionally, there is a desire to make water fountains more accessible throughout the parks and consider replacements where necessary. Aquatic Center Improvements The expansion of the Aquatic Center is essential, especially considering the expanding population in Woodburn. The current pool size is inadequate to accommodate various activities and gatherings. Therefore, it is necessary to expand the building, the pool itself, as well as the changing areas and washing facilities. Additionally, ensuring adequate staffing is crucial, as the center frequently A P P E N D I C E S 174 Exhibit A 391 ---PAGE BREAK--- experiences uderstaffing issues. Furthermore, installing a prominent sign to guide both the community and visitors to the Aquatic Center’s location is recommended. Outdoor Facilities and Accessibility 1. Outdoor Splash Pads: Integrating outdoor splash pads in every park would provide a playful water feature for people of all ages. Many parks in other cities in Oregon already have splash pads. Numerous community members have mentioned traveling to these parks for this specific reason. Implementing spash pads in various parks throughout Woodburn would cater to this demand. 2. Multi-Sport Courts: Addressing the high demand for basketball courts, tennis courts, soccer fields, and baseball fields is vital. Ensuring that each park has multi-sport courts would help meet this demand. Many community members have noticed that the addition of multi-sport courts in Legion Park has encouraged more community members to spend time playing basketball, tennis, and badminton. Many believe that implementing these multi-sport courts in other parks around Woodburn is necessary. 3. Water Access: The community members have mentioned many water fountains in the parks do not work or are old. The parks need to upgrade and provide more water fountains as parks are improved more community members will visit the park and the demand now and in the future for water access will increase. Community Engagement Due to the influx of families resulting from new housing developments, outdoor recreation facilities should prioritize meeting their needs. This involves integrating outdoor exercise equipment, coordinating community events, and creating playgrounds and park activities for all age groups. To ensure effective communication, the City should disseminate updates and news not only online but also through physical locations like stores, parks, libraries, and other places frequently visited by individuals who might not be as comfortable with technology. A P P E N D I C E S 175 Exhibit A 392 ---PAGE BREAK--- Legion Park and Recreational Activities The community has shown keen interest in the expansion of current parks, with a specific focus on Legion Park. Given its strategic location near downtown, which draws numerous visitors, it is recommended to enhance the walking trail within Legion Park. Moreover, expanding the park's parking space ranks high on the priority list. Overall The community has expressed a desire for more courts and fields, encompassing basketball, tennis, soccer, and baseball. Providing clear and easily accessible information about joining leagues for both kids and adults is essential to encourage community involvement. Although Legion Park has undergone remodeling, the community feels that there is still room for further improvements to enhance the fun and gathering experience for all park attendees. The addition of water stations in parks, increased shading along walking trails, the installation of benches and playgrounds, and the incorporation of outdoor fitness equipment would significantly elevate the overall park experience. A P P E N D I C E S 176 Exhibit A 393 ---PAGE BREAK--- Appendix F: Appendix F: Summaries of Past Plan Summaries of Past Plan A P P E N D I C E S 177 Exhibit A 394 ---PAGE BREAK--- Review of Past Community Plans Past community plans and other relevant documents were reviewed for policy direction and goals as they pertain to the provision and planning for parks, trails and recreation opportunities in Woodburn. The development of each involved public input and adoption by their respective responsible legislative body. Woodburn Comprehensive Plan, 2022 Most recently amended in June 2022, the Comprehensive Plan for the City of Woodburn is the controlling land use document that provides the framework and vision for implementing the City’s goals and future land uses. The Woodburn Comprehensive Plan is documented in two volumes. Volume I includes goals and policies with specific direction for land use decisions. Volume I also includes the comprehensive plan map that must conform to the stated goals and policies. Volume II includes the background information that served as the foundation for the goals and policies adopted by the City. The Plan states in intent of the City to provide adequate parks, recreation facilities, and open space to maintain Woodburn’s livability and managed growth, and to provide social, economic and environmental benefits to individuals, families and the community. Library Park, the Downtown Plaza, Woodburn Aquatic Center, Settlemier Park, the Woodburn World’s Berry Center Museum, and Locomotive Park are intended to be used as for downtown revitalization. To meet the goals for their parks and recreation system, the Plan articulates policies for acquisition and development of adequate parkland for neighborhood parks, trails and open spaces. Parks system development charges and coordination with development review processes are policies to help ensure the park system can keep up with population growth. The City established a one-third mile walkability target for residents to have easy access to parks, trails, and indoor facilities. The implementation of the Mill Creek Greenway Master Plan and the provision of a continuous public greenway and pathway system is another policy within the Comprehensive Plan. The Plan also establishes the policy for adequate maintenance of the park system with the determination of maintenance level of service standards and adequate annual budgets to meet those established service levels. Woodburn Transportation System Plan, 2019 The Transportation System Plan (TSP) for the City of Woodburn serves as the Transportation element of the City’s Comprehensive Plan sets the vision for the transportation facilities and services needed to accommodate future growth and development. The TSP 2019 update provides a list of projects to address local transportation needs and deficiencies. The TSP set the goals for multimodal mobility to provide a multimodal transportation system that avoids or reduces a reliance on one form of transportation and minimizes energy consumption and air quality impacts. The goal incorporates objectives to develop a network of bike lanes and routes as well as sidewalks and off-street pathways that improve bicycle and pedestrian mobility within neighborhoods and link residential areas to schools, parks, commercial areas, and employment centers. Safety and connectivity are also overarching goals within the TSP. For multi-use paths and trails the TSP recommends a minimum width of 10 feet for low-pedestrian/bicycle-traffic contexts and 12 to 20 feet in areas with moderate to high levels of bicycle and pedestrian traffic. The TSP names the Mill Creek Greenway as a high priority project and numerous connecting pathways as medium priority projects for implementation. The TSP cites the value of wayfinding signs for use on primary bicycle routes and multi-use paths to help define the route and direct users towards destinations with information about distances and average travel times. The TSP projects include a city-wide wayfinding signage system to support bike routes, multi-use paths, parks, schools and other essential destinations. A P P E N D I C E S 178 Exhibit A 395 ---PAGE BREAK--- Highway 99E Corridor Plan, 2012 The Highway 99E Corridor Plan was developed for the transportation corridor that runs through the eastern edge of the City of Woodburn. The purpose of the Plan was to facilitate revitalization of the corridor aas a business district addressing economic development, motor vehicle mobility & safety, pedestrian & bicycle access & safety, property access, aesthetics and neighborhood connections. The Highway 99E Corridor Plan identifies needed transportation improvements, recommends appropriate land uses, and illustrates the urban design vision for the section of Highway 99E running through the City of Woodburn. Implementation measures include amending the City’s Transportation System Plan (TSP), Comprehensive Plan, and Development Code to implement the land use, urban design, access management, and transportation improvements associated with the Corridor Plan. The corridor plan centers on a mixed use village concept intended to provide an activity node on Highway 99E and a sense of connection to Downtown Woodburn. Over time, redevelopment would result in a more walkable safe streetscape with connections to adjacent neighborhoods. The Plan includes an access management plan to be implemented incrementally to improve traffic safety for motorists, bicyclists and pedestrians. Mill Creek Greenway Master Plan, 2007 The National Park Service’s (NPS) Rivers, Trails & Conservation (RTCA) agreed to provide staff assistance to help draft a master plan for the Mill Creek corridor and tributaries. Together with a 15-member Task Force, NPS and city staff conducted the master planning process to create system-wide recommendations for trail design standards, alignments, and improvements proposed for the five different planning units located along the Greenway. The establishment of a Mill Creek Greenway and Trail system has been a goal of the City since the 1960’s when the City began acquiring and setting aside properties along Mill Creek. The Master Plan provides recommendations for trail routes, transition nodes, support facilities such as restrooms, trailheads, benches, and signage. The master plan also provided a six-year plan for project implementation along sections currently owned by the City. Woodburn Parks and Recreation Master Plan Update, 2009 The 2009 Woodburn Parks and Recreation Master Plan Update evaluated existing parks and recreation facilities and provided direction for enhancing the park and recreation system to manage existing and future community needs. The top three maintenance priorities identified during the planning update were restrooms, trash pickup, and amenities care. The top overall park and recreation priorities to be addressed included increasing youth programs, improving existing parks and facilities, improving security, and increasing communications on services and programs. Recommendations from the 2009 PMP update identified the need to create a master plan for Burlingham Park, update playground equipment throughout the park system, continue to develop parks according to established master plans and improve walkability to parks and recreation facilities and to the community as a whole. The PMP also provided a ten-year list of recommended capital projects with proposed implementation timing and estimated costs. A P P E N D I C E S 179 Exhibit A 396 ---PAGE BREAK--- Page Left Intentionally Blank A P P E N D I C E S 180 Exhibit A 397 ---PAGE BREAK--- Appendix G: Appendix G: Recreation Trends Recreation Trends A P P E N D I C E S 181 Exhibit A 398 ---PAGE BREAK--- The following summaries from recognized park and recreation resources provide background on national, state and local park and recreation trends. Examining current recreation trends may inform potential park and recreation improvements and opportunities to enhance programs and services. 2023 NRPA Agency Performance Review In the 2023 National Recreation and Parks Association (NRPA) Agency Performance Review and its accompanying Park Metrics share comprehensive park and recreation-related data collected and analyzed to inform park and recreation professionals and key stakeholders about the state of the industry. The 2023 NRPA Agency Performance Review presents data from more than 1,000 unique park and recreation agencies across the United States as reported between 2020 and 2022. These resources provide guidance to inform decisions and demonstrate the full breadth of service offerings and responsibilities of park and recreation agencies throughout the United States. This data can offer a perspective for Sammamish Parks and Recreation to compare their service provision to other agencies across the country. However, every park & rec agency has its own unique characteristics, combination of responsibilities and community composition. This comparison of nationwide data with the City of Sammamish can provide guiding insights rather than target benchmarks. The agency performance report indicated recent trends in staffing and volunteers for park and recreation agencies show that numbers of authorized full-time positions has steadily rebounded since 2011. Key Findings & Characteristics Park facilities and operations vary greatly across the nation. The typical agency participating in the NRPA park metric survey serves a jurisdiction of approximately 45,000 people, but population size varies widely across all responding jurisdictions. The typical park and recreation agency has jurisdiction over 22 parks comprising over 571 acres. When including non-park sites (such as city halls and roadway medians), the median management scale for park agencies increases to 30 sites encompassing 676 acres. Park facilities also have a range of service levels in terms of acres of parkland per population and residents per park. These metrics are categorized by the agency’s population size. Park Facilities The typical park and recreation agency has: „ One park for every 2,287 residents „ One playground for every 3,759 residents „ 10.8 acres of park land for every 1,000 residents in its jurisdiction „ 15 miles of trails for walking, hiking, running and/or biking „ 8.9 full-time equivalent employees per 10,000 residents A P P E N D I C E S 182 Exhibit A 399 ---PAGE BREAK--- Figure G1. Median Residents per Park Based On Population Size Figure G2. Acres of Parkland per 1,000 Residents based on Population Size A large majority of park and recreation agencies provide playgrounds (95%) and basketball courts (86%) in their portfolio of outdoor assets. Most agencies (three in five) offer community and/or recreation centers. Recreation centers (63%) are provided more often than community centers Senior centers performance amphitheaters (37%) and nature centers (33%) are also common. The typical park and recreation agency that manages or maintains trails for walking, hiking, running and/or biking has 15 miles of trails. Agencies serving more than 250,000 residents have a median of 89 miles of trails under their care. Park and recreation agencies often take on responsibilities beyond their core functions of operating parks and providing recreational programs. Other responsibilities may include tourist attractions, golf courses, outdoor amphitheaters, indoor swim facilities, farmer’s markets, indoor sports complexes, campgrounds, performing arts centers, stadiums/arenas/racetracks, fairgrounds and/or marinas. Programming At least seven in ten agencies provide themed special events (89% of agencies), team sports social recreation events youth summer camps fitness enhancement classes and health and wellness education Staffing Park and recreation employees are responsible for operations and maintenance, programming and administration. The typical park and recreation agency has: „ 51.5 full-time equivalent staff (FTEs) on payroll „ 8.9 FTEs on staff for every 10,000 residents in its jurisdiction Median FTE counts also positively correlate with the number of acres maintained, the number of parks maintained, operating expenditures, and the population served. For example, agencies that serve populations between 20,000 and 49,999 residents employ an average of 32.3 FTE, while agencies that serve 50,000 to 99,000 people employ an average of 75.8 FTE. 10.8 13 11.3 11.2 8.9 10.1 0 2 4 6 8 10 12 14 2,287 1,225 2,014 2,240 3,240 5,791 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 A P P E N D I C E S 183 Exhibit A 400 ---PAGE BREAK--- Figure F3. Park and Recreation Agency Staffing: Full-Time Equivalents (By Jurisdiction Population) Another way of comparing agency staffing across different park and recreation agencies examines number of staff per 10,000 residents. These comparative numbers hold fairly steady across population sizes with the median for all agencies at 8.9 FTEs. Figure G4. Park and Recreation Agency FTEs Per 10,000 Residents Capital and Operating Expenses For capital expenses, the typical park agency: „ Dedicates about 56% to renovation projects and 30% to new development projects. „ Plans to spend about $8 million on capital expenditures over the next five years. For operations, the typical park agency spends: „ $5.5 million per year on total operating expenses „ $7,823 on annual operating expenses per acre of park and non-park sites managed by the agency „ $94.77 on annual operating expenses per capita „ $105,484 in annual operating expenditures per employee „ 55% of the annual operating budget on personnel costs, 38% on operating expenses, and 5% on capital expenses not included in the agency’s capital improvement plan „ 46% of its operating budget on park management and maintenance, 41% on recreation, and 13% on other activities Agency Funding The typical park and recreation agency: „ Derives 61% of their operating expenditures from general fund tax support, 22% from generated revenues, 8% from dedicated taxes or levies, 3% from other dedicated taxes and 6% from grants, sponsorships and other sources „ Generates $21.71 in revenue annually for each resident in the jurisdiction 8.9 11.5 10.7 11.1 8 4.9 0 2 4 6 8 10 12 14 Median Number of FTEs Jurisdiction Population 51.5 11.3 32.3 75.8 121.5 264.1 0 50 100 150 200 250 300 Median Number of FTE Staff J i di ti P l ti A P P E N D I C E S 184 Exhibit A 401 ---PAGE BREAK--- 2022 State of the Industry Report Recreation Management magazine’s 2022 Report on the State of the Managed Recreation Industry summarizes the opinions and information provided by a wide range of professionals (with an average 21.9 years of experience) working in the recreation, sports, and fitness industry. Partnerships The 2022 report indicated that most (82.3%) recreation, sports, and fitness facility owners form partnerships with other organizations as a means of expanding their reach, offering additional programming opportunities or as a way to share resources and increase funding. Local schools are shown as the most common partner (59.6%) for all facility types. Youth-serving organizations (Ys, JCC, Boys & Girls Clubs) and park and recreation organizations were the most likely to report that they had partnered with outside organizations, at 98% and 94% respectively. Revenue Outlook The year 2020 represented a dramatic departure from the norm, with nearly two-thirds (64.9%) of respondents indicating that their revenues for the year were lower than the previous year. By 2021, the number reporting a drop in revenue fell to 26.7%—still a dramatically different result from most survey years, but an obvious improvement over 2020. At the same time, while only 13.4% of respondents saw their revenues increase in 2020, by 2021, more than half (51.7%) were reporting revenues on the rise again. Respondents were much more optimistic about 2022 and 2023, with 60% indicating they expect to see higher revenues in both years. At the same time, 9.8% still expect revenues to fall in 2022. Facilities & Improvements A majority of park respondents (43%) reported plans to add features at their facilities and were also the most likely to be planning to construct new facilities in the next few years The top 10 planned features for all facility types include: 1. Splash play areas (21.4% of respondents with plans to add features are planning to add splash play) 2. turf sports fields (19.5%) 3. Playgrounds (17.7%) 4. Fitness centers (15.5%) 5. Park shelters (14.1%) 6. Dog parks (13.6%) 7. Park restroom structures (12.7%) 8. Fitness trails and outdoor fitness equipment (12.3%) 9. Exercise studio rooms (11.8%) 10. Disc golf courses (11.8%) 11. Concession areas (11.8%) Programming Nearly all respondents (96.4%) offer programming of some kind. The top 10 most commonly offered programs include: holiday events and other special events (provided by 57% of respondents); day camps and summer camps group exercise programs fitness programs educational programs youth sports teams mind-body balance programs such as yoga and tai chi arts and crafts programs adult sports teams and programs for active older adults A P P E N D I C E S 185 Exhibit A 402 ---PAGE BREAK--- Respondents from community centers, parks and health clubs were the most likely to report that they had plans to add programs at their facilities over the next few years. The ten most commonly planned program additions were: 1. Mind-body balance programs (29.9%, up from 23.4% in 2021) 2. Fitness programs (27.9%, up from 25.5%) 3. Group exercise programs (27.9%, up from 25.7%) 4. Educational programs (25.9%, up from 20.8%) 5. Arts and crafts programs (21.9%, up from 17.4%) 6. Teen programs (21.9%, down from 23.7%) 7. Functional fitness programs (21.4%, up from 17.8%) 8. Performing arts programs (21.4%, up from 17.4%) 9. Environmental education (20.9%, up from 20%) 10. Holidays and other special events (20.4%, down from 21%) General Challenges Facility managers were asked about the challenges they anticipated impacting their facilities in the future. Generally, overall budgets are the top concern for most respondents including staffing (63%) and their ability to support equipment and facility maintenance needs With COVID-19’s impact on the wane, we asked respondents to tell us about their top goals for their facilities in the coming year. The most common responses centered around increasing participation and membership, as well as building and renovating facilities. Recruiting and training staff, as well as just “getting back to normal” also made up a large number of the responses. 2023 Outdoor Participation Report According to 2023 Outdoor Participation Trends Report, published by the Outdoor Foundation in Boulder, Colorado, the outdoor recreation participant base grew 2.3% in 2022 to a record 168.1 million Americans (55%) ages 6 and older. The number of outdoor participants has grown over the last eight years, however, the number of outings per participant declined in 2022 for the first time since the pandemic began in 2020. Key Insights include the following: Diversity The recreational participant base is much more diverse than ever before. New and young outdoor participants are significantly more diverse than the current outdoor base and are accelerating quickly. The participation rate for Hispanic people has increased from 34% in 2015 to 56% in 2022. Seniors A significantly higher percentage of seniors (ages 55+) are participating in outdoor recreation. In 2022, the senior participation rate hit a record high of 35% and rising. This equates to 1 in every 5 outdoor participants and a total of 1 million new participants in 2022. Gateway Activities & Growth Trends Gateway activities, one of the first outdoor recreation activities people participate in at any age, serve as magnets to outdoor activity and commonly lead to more activity in niche categories like backpacking and A P P E N D I C E S 186 Exhibit A 403 ---PAGE BREAK--- adventure racing. Gateway activities continue to drive new entrant outings and frequency of participation. Hiking is the most popular activity. Running, bicycling, fishing and camping round out the top five. Running has the highest average outings per runner at In 54 per year. Camping has the highest growth rate over the past three years at 29.1% per year. The outdoor activity categories with the highest growth rates among kids included backpacking, snowshoeing, canoeing, climbing, and off-road triathlon. Participation Rate Decline The frequency of participation is declining across outdoor recreation. In 2013, the average number of outings per participant was 84.6. Over the last ten years, average number of outings has dropped to 71.8 per participant. Demographics are changing quickly in the U.S. population, and the outdoor recreation market has lagged behind. Park and recreation agencies are recognizing the need for increased diversity in the participant base of park and recreation users. The new and young outdoor participant bases are significantly more diverse than the total participant base, a formula for long-term growth in diversity for outdoor recreation. Monitoring progress on diversity is key to understanding if outreach is being effective. 2023 Sports, Fitness & Leisure Activities Topline Participation Report Prepared by a partnership of the Sports and Fitness Industry Association (SFIA) and the Physical Activity Council (PAC), this February 2023 participation report summarizes levels of activity and identifies key trends in sports, fitness, and recreation in the US. The report is based on over 18,000 online interviews of a nationwide sample that provides a high degree of statistical accuracy using strict quotas for gender, age, income, region, and ethnicity. The study looked at more than 124 different team and individual sports and outdoor activities, including a section dedicated to the impact of COVID-19 on participation results. Compared to 2017, activity increased by 9.2% in total participation rates. Activity in the U.S. continues to increase for the fifth consecutive year. In 2022, 77.6% of all Americans, or 236.9 million people participated in at least one activity during the 2022 calendar year. There were more things to do as outdoor activities thrived, fitness at home became more popular, and team sports started back up after the COVID-19 hiatus. Participation nearly doubled for pickleball in 2022, increasing by 85.7% year-over-year. In 2022 for the first time in over seven years, every racquet sport increased its total participation number compared to the previous year. In terms of team sports, the overall participation rate approached, but did not exceed, the 2019 rate. Basketball, outdoor soccer, and flag football all posted three-year increases of over 4.5%, with basketball leading the way with a 13% increase since 2019. Lifestyle activities generally remained very popular. Golf and tennis have grown more than 20% since 2019, and yoga grew more than 10% in that same time period. Trail running and day hiking participation grew for the fifth straight year. However, facility-based fitness activities like elliptical, group stationary cycling, and weight resistance machines, which suffered as clubs were shuttered during COVID, have struggled to return to pre-pandemic levels. A P P E N D I C E S 187 Exhibit A 404 ---PAGE BREAK--- Figure G5. 2021 Total Participation Rate by Activity Category (U.S. population, ages Figure G6. Activities with the Highest 5-year Increase in Participation (average annual growth, 2018-2022) OREGON STATE OUTDOOR RECREATION TRENDS The 2019-2023 Statewide Comprehensive Outdoor Recreation Plan (SCORP), entitled Outdoor Recreation in Oregon: Responding to Demographic and Societal Change, constitutes Oregon’s basic five-year plan for outdoor recreation. The plan addresses five important demographic and societal changes facing outdoor recreation providers in the coming years including: 1. An aging population; 2. An increasingly diverse population; 3. Lack of youth engagement in outdoor recreation; 4. An underserved low-income population; and 5. The health benefits of physical activity. As part of developing the SCORP, the Oregon Parks and Recreation Department (OPRD) conducted a statewide survey of Oregon residents regarding their 2017 outdoor recreation participation in Oregon, as well as their opinions about park and recreation management. This data can help local park and recreation providers better understand public opinions and the preferences of outdoor recreation participants. Fifty six (56) recreation activities were identified as important recreation activity types. These activities were grouped into eight categories including Non-motorized Trail or Related Activities, Motorized Activities, Non-motorized Snow Activities, Outdoor Leisure and Sporting Activities, Nature Study Activities, Vehicle- based Camping Activities, Hunting and Fishing Activities, and Non-motorized Water-based and Beach 8% 14% 14% 22% 42% 54% 67% Winter Sports Racquet Sports Water Sports Team Sports Individual Sports Outdoor Sports Fitness Sports 5.3% 6.0% 6.2% 7.3% 7.7% 7.8% 7.9% 9.4% 13.6% 26.4% Kayaking (Recreational) Hiking (Day) Tennis Surfing Trail Running Camping Skateboarding Martial Arts Golf (off‐course only; driving range, etc) Pickleball A P P E N D I C E S 188 Exhibit A 405 ---PAGE BREAK--- Activities. The top three activities with the largest annual user occasions include Walking on local streets / sidewalks (313 million); Walking on local trails / paths (113 million); and Dog walking / going to dog parks / off-leash areas (78 million). Figure G7. User Occasions for Oregon Residents in Outdoor Activities Figure G8. Participation Rates for Oregon Residents in Outdoor Activities Figure G9. Frequency per Household for Oregon Residents in Outdoor Activities The survey also asked about priorities for local community needs revealing the top six local (close to home) needs as „ Cleaner restrooms. „ Soft surface walking trails. „ More restrooms. „ Playgrounds with natural materials (Natural Play Areas). „ Nature and wildlife viewing areas. „ Public access to waterways. Activity Total (millions) Walking on local streets / sidewalks 313 Walking on local trails / paths 113 Relaxing, hanging out, escaping heat / noise, etc. 93 Dog walking / going to dog parks / off‐leash areas 78 Taking your children or grandchildren to a playground 57 Sightseeing / driving or for pleasure 55 Bicycling on roads, streets / sidewalks 51 Walking / day hiking on non‐local trails / paths 44 Jogging / running on streets / sidewalks 37 Bicycling on paved trails 26 p p g Activity Percent Walking on local streets / sidewalks 83 Walking on local trails / paths 74 Sightseeing / driving or for pleasure 59 Relaxing, hanging out, escaping heat / noise, etc. 59 Beach activities – ocean 57 Walking / day hiking on non‐local trails / paths 55 Attending outdoor concerts, fairs, festivals 50 Visiting historic sites / history‐themed parks 49 Picnicking 49 Beach activities ‐ lakes, reservoirs, rivers 40 Activity Times / Year Walking on local streets / sidewalks 204 Walking on local trails / paths 75 Relaxing, hanging out, escaping heat / noise, etc. 60 Dog walking / going to dog parks / off‐leash areas 51 Taking your children or grandchildren to a playground 37 Sightseeing / driving or for pleasure 36 on roads, streets / sidewalks 34 Walking / day hiking on non‐local trails / paths 29 Jogging / running on streets / sidewalks 24 Bicycling on paved trails 17 A P P E N D I C E S 189 Exhibit A 406 ---PAGE BREAK--- When asked about recreation priorities for dispersed recreation opportunities, survey respondents indicated their top priorities as „ Cleaner restrooms. „ Soft surface walking trails. „ Nature and wildlife viewing areas. „ More restrooms. „ Public access to waterways. „ More places and benches to observe nature and others. „ Picnic areas and shelters for small visitor groups. Outdoor recreation participants were asked what their local parks and recreation agency could do to improve/increase participation and value. Across the state, providing more free-of-charge recreation opportunities was the most important action, with ensuring clean and well-maintained parks and facilities, and developing walking / hiking trails closer to home also high in importance. OPRD also conducted a statewide survey of Oregon public recreation providers to determine outdoor recreation funding priorities for OPRD grant programs and identify top management issues and challenges faced by public recreation providers. The survey showed that across the state within urban growth boundaries, the most important funding need was for community trail systems; restrooms; children’s playgrounds and play areas built with manufactured structures like swing sets, slides, and climbing apparatuses; picnic areas and shelters for small visitor groups; trails connected to public lands; and picnicking/day use and facilities. In rural areas across the state, the most important funding need was for restrooms, RV/ trailer campgrounds and facilities, day-use hiking trails, connecting trails into large trail systems, interpretive displays, and tent campgrounds and facilities (car camping). Creating new park and recreation facilities was the greatest maintenance/management challenge for urban and urban growth areas. Other pressing issues were maintaining existing local parks in the community, addressing Americans with Disabilities Act (ADA) issues, and providing safe walking and biking routes to parks and trails. More rural, dispersed setting park providers faced challenges maintaining existing park and recreation facilities. Adequate funding was lacking by most park and recreation providers for renovation, rehabilitation; updating facilities for universal access (ADA compliance); growing homeless population pressures, responding to new recreation trends and technology. In many cases, park and recreation providers were concerned that inadequate funding would increase safety and security issues associated with public use of park and recreation facilities and services. Americans Engagement with Parks Survey This annual study from the National Park and Recreation Association (NRPA) probes Americans’ usage of parks, the key reasons that drive their use, and the greatest challenges preventing greater usage. Each year, the study examines the importance of public parks in Americans’ lives, including how parks compare to other services and offerings of local governments. The survey of 1,000 American adults looks at frequency and drivers of parks/recreation facilities visits and the barriers to that prevent greater enjoyment. Survey respondents also indicate the importance of park and recreation plays in their decisions at the voting booth and their level of support for greater funding. Key findings include: „ Eighty-four percent of U.S. adults seek high-quality parks and recreation when choosing a place to live. „ Nearly 3 in 4 U.S. residents have at least one local park, playground, open space or recreation center within walking distance of their homes. „ Nine in ten people agree that parks and recreation in an important service provided by the local government. „ Nearly 3 in 4 adults agree that equity should be an extremely or very important goal for their local park and recreation agency. A P P E N D I C E S 190 Exhibit A 407 ---PAGE BREAK--- People who live near parks and recreation facilities are more likely to be park and recreation users. Individuals living near at least one park are much more likely to arrive at that park by an “active” means walking, biking, running), with walking being the most common method of transport. Conversely, 80 percent of U.S. adults who do not live within a walkable distance to parks or recreation opportunities travel to those amenities by car. The typical adult in the United States visits their local parks or recreation facilities every other month. Four main reasons for visiting local parks and recreation facilities stand out: being with family and friends, exercising and being physically fit, taking a break from day-today stresses, and being closer to nature. Park and recreation agencies can customize their offerings to the specific needs, wants and desires of their community members by knowing their motivation for visiting parks. Figure G10. NRPA Park Engagement: Key Reasons for Park Visits According to the Americans Engagement with Parks report, “Parks and recreation’s success results from its vast offerings of parks, trail networks and other recreation facilities that deliver critical programs for every segment of a community. Each person’s relationship with parks and recreation is unique. Some people flock to their local park to stay physically fit, meet with friends and family, or reconnect with nature. Others depend on their local park and recreation agency for indispensable services that improve their lives. But there remains much work to do. One-hundred million people do not live within a walkable distance of at least one park or recreation facility. Further, many survey respondents indicate they have felt unwelcome at a park or recreation facility or say the infrastructure and programming are not inclusive. Parks and recreation is for everyone — regardless of age, income, race, ethnicity, ability, gender identity or sexual orientation. Professionals, advocates and political leaders have the opportunity to narrow any accessibility or inclusivity gaps through greater community engagement and addressing inequitable funding and infrastructure investments that have deprived millions of people of access to parks and recreation.” Outdoor Recreation Economy In November 2022, the U.S. Bureau of Economic Analysis (BEA) released its annual report on the economic impact of the outdoor recreation industry at national and state levels. The gross economic output for the outdoor recreation economy was $862 billion in 2021, accounting for 1.9% of the gross domestic product that year. Outdoor recreation economic activity showed an 18.95% increase from 2020 while the overall U.S. economy only saw a 5.9% increase. People finding employment in the outdoor recreation industry increased by 13.1% from 2020 to a total of 4.5 million people. The research group Headwaters Economics, in collaboration with the State Outdoor Recreation Business Alliance, published a report in 2021 on the state of the outdoor recreation economy nationally. The outdoor recreation industry employed nearly 5.2 million people in the U.S. in 2019 and contributed $459.8 billion to the economy. The report emphasizes that investments in outdoor recreation directly result in visitor spending that supports jobs, businesses, and industries across the country. Key Reasons Why We Go to Parks % of Survey Respondents To have someone care for my children while I am at work 5% To learn a skill or craft 13% to connect with members of my community 22% To experience excitement/adventure 30% To be closer to nature 50% To have a break from day‐to‐day stresses 52% To exercise or be physically fit 53% To be with family or friends 54% A P P E N D I C E S 191 Exhibit A 408 ---PAGE BREAK--- Inclusion & Universal Access Across the country, local municipalities and park and recreation providers with older public infrastructure have been upgrading their facilities to comply with the outdoor recreation guidelines for universal access and the Americans with Disabilities Act (ADA). The removal of existing architectural barriers in park facilities has been ongoing and should continue until renovations, upgrades and newer construction provide barrier-free access to all users. Access and inclusion in public parks extends beyond the physical amenities and incorporates considerations of language, technology, wayfinding, program equity and equitable geographic distribution of facilities. Park and recreation agencies are in a unique position to champion efforts that advance diversity, equity and inclusion (DEI). By assuring representation of diverse life experiences and voices, park and recreation professionals will better reflect the communities their agencies serve. Inequity is the ultimate challenge facing the nation, and parks and recreation can make a profound difference. Parks for Climate Resiliency Numerous studies have been documenting the contributions of parks and public lands to better climate resiliency. Parks, open space and natural lands can cool urban heat islands, buffer flood impacts, improve water quality and improve air quality. Urban tree canopy in parks can remove air pollution and sequester carbon. Parks and greenways along storm-affected coastlines are being create to help buffer impacts of anticipated flooding due to sea level rise, storm surges, and increased precipitation. Climate resilience strategies involving parks can focus on resilient shoreline development, green stormwater infrastructure and increased tree groves. As the climate changes, outdoor recreation opportunities and availability can become more inconsistent. Wildfires, flooding, reduced snowpack and other environmental impacts from climate changes can directly and indirectly affect visitor-use patterns. Recreation planners and managers play a role in climate resiliency by protecting vulnerable resources that can impact outdoor recreation opportunities. A P P E N D I C E S 192 Exhibit A 409 ---PAGE BREAK--- Appendix H: Appendix H: Implementation Tools & Tactics Implementation Tools & Tactics A P P E N D I C E S 193 Exhibit A 410 ---PAGE BREAK--- The City of Woodburn possesses a range of local funding tools that could be accessed for the benefit of growing, developing and maintaining its parks and recreation system. The sources listed below represent likely potential sources, but some also may be dedicated for other local purposes which limit applicability and usage. Therefore, discussions with city leadership is critical to assess the political landscape to modify or expand the use of existing city revenue sources in favor of parks and recreation efforts. LOCAL FUNDING OPTIONS General Obligation Bond These are voter-approved bonds with the authority to levy an assessment on real and personal property. The money can only be used for capital construction and improvements, but not for maintenance. This property tax is levied for a specified period of time (usually 15-20 years). Passage requires a simple majority in November and May elections, unless during a special election, in which case a double majority (a majority of registered voters must vote and a majority of those voting must approve the measure) is required. Cities in Oregon have a legal debt limit on general obligation (GO) debt equal to 3% of their real market value. For the City of Woodburn, this limit calculates to $61.7 million. At the beginning of 2022-2023 budget cycle, the City had $1.2 million in GO Debt. The available amount of additional debt the City can incur is $60.4 million. Park Utility Fee A park utility fee provides dedicated funds to help offset the cost of park maintenance and could free up general fund dollars for other capital project uses. Most city residents pay water and sewer utility fees. Park utility fees apply the same concepts to city parks, and a fee is assessed to all businesses and households. The fee would be paid upon connection to the water and sewer system. Woodburn does not assess a park utility fee. System Development Charges Woodburn currently assesses a parks system development charge (SDC). SDCs are charged for new residential development to help finance the demand for park facilities created by the new growth. Fuel Tax Oregon gas taxes are collected as a fixed amount per gallon of gasoline purchased. The Oregon Highway Trust Fund collects fuel taxes, and a portion is paid to cities annually on a per-capita basis. By statute, revenues can be used for any road-related purpose, which may include sidewalk repairs, ADA upgrades, bike routes and other transportation- oriented park and trail enhancements. A P P E N D I C E S 194 Exhibit A 411 ---PAGE BREAK--- FEDERAL / STATE GRANTS & CONSERVATION PROGRAMS Rivers, Trails and Conservation Assistance Program - National Park Service The Rivers, Trails and Conservation Assistance Program, also known as the Rivers & Trails Program or RTCA, is a community resource administered by the National Park Service and federal government agencies, so they can conserve rivers, preserve open space and develop trails and greenways. The RTCA assists communities and public land managers in developing or restoring parks, conservation areas, rivers, and wildlife habitats, as well as creating outdoor recreation opportunities and programs that engage future generations in the outdoors. Urban and Community Forestry Grants - Oregon Department of Forestry The Oregon Department of Forestry provides a range of grants and incentives for private landowners and municipalities. Program areas range from community forestry to weed control to conservation and resiliency efforts. North American Wetlands Conservation Act Grants Program - US Fish & Wildlife Service The North American Wetlands Conservation Act of 1989 provides matching grants to organizations and individuals who have developed partnerships to carry out wetland conservation projects in the United States, Canada, and Mexico for the benefit of wetlands-associated migratory birds and other wildlife. Both are Two competitive grants programs exist (Standard and a Small Grants Program) and require that grant requests be matched by partner contributions at no less than a 1-to-1 ratio. Funds from U.S. Federal sources may contribute towards a project, but are not eligible as match. The Standard Grants Program supports projects in Canada, the United States, and Mexico that involve long-term protection, restoration, and/or enhancement of wetlands and associated uplands habitats. In Mexico, partners may also conduct projects involving technical training, environmental education and outreach, organizational infrastructure development, and sustainable-use studies. The Small Grants Program operates only in the United States; it supports the same type of projects and adheres to the same selection criteria and administrative guidelines as the U.S. Standard Grants Program. However, project activities are usually smaller in scope and involve fewer project dollars. Grant requests may not exceed $75,000, and funding priority is given to grantees or partners new to the Act’s Grants Program. Local Government Grant - Oregon Parks and Recreation Local government agencies who are obligated by state law to provide public recreation facilities are eligible for OPR’s Local Government Grants, and these are limited to public outdoor park and recreation areas and facilities. Eligible projects involve land acquisition, development and major rehabilitation projects that are consistent with the outdoor recreation goals and objectives contained in the Statewide Comprehensive Outdoor Recreation Plan. Land and Water Conservation Fund (LWCF) Grant - Oregon Parks and Recreation LWCF grants are available through OPR to either acquire land for public outdoor recreation or to develop basic outdoor recreation facilities. Projects must be consistent with the outdoor recreation goals and objectives stated in the Statewide Comprehensive Outdoor Recreation Plan and elements of local comprehensive land use plans and park master plans. A 50% match is required from all successful applicants of non-federal funds, in-kind services and/or materials. Recreational Trails Program Grant - Oregon Parks and Recreation Recreational Trails Grants are national grants administered by OPRD for recreational trail-related projects, such as hiking, running, bicycling, off-road and all-terrain vehicle riding. Yearly grants are awarded based on available federal funding. RTP funding is primarily for recreational trail projects, rather than utilitarian transportation-based projects. Funding is divided into 30% motorized trail use, 30% non-motorized trail use and 40% diverse trail use. A 20% minimum project match is required. A P P E N D I C E S 195 Exhibit A 412 ---PAGE BREAK--- Oregon Heritage Grants - Oregon Parks and Recreation Oregon Heritage offers a variety of grant programs for heritage projects from historic building preservation to oral history projects and more. Grant programs focus on specific foci, including façade renovation, main street revitalization, Veterans’ and War Memorials, the preservation of historic resources, among others. Bicycle & Pedestrian Program Grants - Oregon Department of Transportation The Pedestrian and Bicycle Grant Program is a competitive grant program that provides resources to Oregon cities, counties and ODOT regional and district offices for design and construction of pedestrian and bicycle facilities. Proposed facilities must be within public rights-of-way. Grants are awarded by the Oregon Bicycle and Pedestrian Advisory Committee. Project types include sidewalk infill, ADA upgrades, street crossings, intersection improvements, minor widening for bike lanes. Oregon Watershed Enhancement Board Grant The Oregon Watershed Enhancement Board focuses on projects that approach natural resources management from a whole-watershed perspective. OWEB encourages projects that foster interagency cooperation, include other sources of funding, provide for local stakeholder involvement, include youth and volunteers and promote learning about watershed concepts. There are five general categories of projects eligible for OWEB funding: watershed management (restoration and acquisition), resource monitoring and assessment, watershed education and outreach, and technical assistance. Arts Grants - Oregon Arts Commission The Oregon Arts Commission funds arts programs and individual artistic innovation throughout Oregon. Grant programs serve as investments in our state’s culture. They are supported by contributions from the State of Oregon, the Oregon Cultural Trust, and the National Endowment for the Arts. OTHER METHODS & FUNDING SOURCES Private Grants, Donations & Gifts Many trusts and private foundations provide funding for park, recreation and open space projects. Grants from these sources are typically allocated through a competitive application process and vary dramatically in size based on the financial resources and funding criteria of the organization. Philanthropic giving is another source of project funding. Efforts in this area may involve cash gifts and include donations through other mechanisms such as wills or insurance policies. Community fund raising efforts can also support park, recreation or open space facilities and projects. Meyer Memorial Trust The Meyer Memorial Trust seeks opportunities to make program-related investments in Oregon and Clark County, WA. General Purpose Grants support projects related to arts and humanities, education, health, social welfare, and a variety of other activities. Proposals may be submitted at any time under this program, and there is no limitation on the size or duration of these grants. REI in the Community - Non-Profit Partnerships and Grants Partnerships begin with store teams who may connect with nonprofits by promoting or partnering for events and service projects, raising visibility with REI customers, offering product donations, and inviting and selecting organizations for an REI grant. Kaiser Permanente Healthy Environments - Community Benefit Programs These programs work with community-based organizations, public agencies, businesses and residents to translate their vision for healthy communities into visible, concrete changes — and ultimately healthier neighborhoods. Kaiser has several assistance programs that encompass support for Environmental Stewardship, Community Health Initiatives, Every Body Walk!, and Physical Activity Guiding Principles. A P P E N D I C E S 196 Exhibit A 413 ---PAGE BREAK--- Business Sponsorships/Donations Business sponsorships for programs may be available throughout the year. In-kind contributions are often received, including food, door prizes and equipment/material. Interagency Agreements State law provides for interagency cooperative efforts between units of government. Joint acquisition, development and/or use of park and open space facilities may be provided between parks, school districts, other municipalities and utility providers. ACQUISITION TOOLS & METHODS DIRECT PURCHASE METHODS Market Value Purchase Through a written purchase and sale agreement, the city purchases land at the present market value based on an independent appraisal. Timing, payment of real estate taxes and other contingencies are negotiable. Partial Value Purchase (or Bargain Sale) In a bargain sale, the landowner agrees to sell for less than the property’s fair market value. A landowner’s decision to proceed with a bargain sale is unique and personal; landowners with a strong sense of civic pride, long community history or concerns about capital gains are possible candidates for this approach. In addition to cash proceeds upon closing, the landowner may be entitled to a charitable income tax deduction based on the difference between the land’s fair market value and its sale price. Life Estates & Bequests In the event a landowner wishes to remain on the property for a long period of time or until death, several variations on a sale agreement exist. In a life estate agreement, the landowner may continue to live on the land by donating a remainder interest and retaining a “reserved life estate.” Specifically, the landowner donates or sells the property to the city, but reserves the right for the seller or any other named person to continue to live on and use the property. When the owner or other specified person dies or releases his/her life interest, full title and control over the property will be transferred to the city. By donating a remainder interest, the landowner may be eligible for a tax deduction when the gift is made. In a bequest, the landowner designates in a will or trust document that the property is to be transferred to the city upon death. While a life estate offers the city some degree of title control during the life of the landowner, a bequest does not. Unless the intent to bequest is disclosed to and known by the city in advance, no guarantees exist with regard to the condition of the property upon transfer or to any liabilities that may exist. Option to Purchase Agreement This is a binding contract between a landowner and the city that would only apply according to the conditions of the option and limits the seller’s power to revoke an offer. Once in place and signed, the option agreement may be triggered at a future, specified date or upon the completion of designated conditions. Option agreements can be made for any time duration and can include all of the language pertinent to closing a property sale. Right of First Refusal In this agreement, the landowner grants the city the first chance to purchase the property once the landowner wishes to sell. The agreement does not establish the sale price for the property, and the landowner is free to refuse to sell it for the price offered by the city. This is the weakest form of agreement between an owner and a prospective buyer. Conservation Easements Through a conservation easement, a landowner voluntarily agrees to sell or donate certain rights associated with his or her property – often the right to subdivide or develop – and a private organization or public agency agrees to hold the right to enforce the landowner’s promise not to exercise those rights. In essence, the rights are forfeited and no longer exist. This is a legal agreement between the landowner and the city (or private organization) that permanently limits uses of the land in order to conserve a portion of the property for public use or protection. Typically, this approach is used to provide trail corridors where only a small portion of the land is needed or for the strategic protection of natural resources and habitat. The landowner still owns the property, but the use of the land is restricted. Conservation easements may result in an income tax deduction and reduced property taxes and estate taxes. The preservation and protection of habitat or resources lands may best be coordinated A P P E N D I C E S 197 Exhibit A 414 ---PAGE BREAK--- with the local land trust or conservancy, since that organization will likely have staff resources, a systematic planning approach and access to non- governmental funds to facilitate aggressive or large scale transactions. LANDOWNER INCENTIVE MEASURES Density Bonuses Density bonuses are a planning tool used to encourage a variety of public land use objectives, usually in urban areas. They offer the incentive of being able to develop at densities beyond current regulations in one area, in return for concessions in another. Density bonuses are applied to a single parcel or development. An example is allowing developers of multi-family units to build at higher densities if they provide a certain number of low- income units or public open space. For density bonuses to work, market forces must support densities at a higher level than current regulations. Transfer of Development Rights The transfer of development rights (TDR) is an incentive-based planning tool that allows land owners to trade the right to develop property to its fullest extent in one area for the right to develop beyond existing regulations in another area. Local governments may establish the specific areas in which development may be limited or restricted and the areas in which development beyond regulation may be allowed. Usually, but not always, the “sending” and “receiving” property are under common ownership. Some programs allow for different ownership, which, in effect, establishes a market for development rights to be bought and sold. IRC 1031 Exchange If the landowner owns business or investment property, an IRC Section 1031 Exchange can facilitate the exchange of like-kind property solely for business or investment purposes. No capital gain or loss is recognized under Internal Revenue Code Section 1031 (see www.irc.gov for more details). OTHER LAND PROTECTION OPTIONS Land Trusts & Conservancies Land trusts are private non-profit organizations that acquire and protect special open spaces and are traditionally not associated with any government agency. The Greenbelt Land Trust is the local land trust serving the Woodburn area. Other national organizations with local representation include the Nature Conservancy, Trust for Public Land and the Wetlands Conservancy. A P P E N D I C E S 198 Exhibit A 415 ---PAGE BREAK--- 270 Montgomery Street Woodburn, OR 97071 woodburn-or.gov Exhibit A 416 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report Attachment 102: Comprehensive Plan Goal and Policy updates Page 1 of 2 L. Parks and Recreation The City owns and maintains various parklands, recreation facilities, and open spaces for residents and visitors to enjoy. These assets are essential for maintaining the sense of community and pride that makes Woodburn a vibrant and attractive place to live, work, and visit. Open Space / Parks Goals and Policies Goals L-1. The Woodburn Parks and Recreation Comprehensive Plan shall establish a framework for land acquisition and future park improvements within the community. It is the goal of the City to provide adequate parks, recreation facilities, and open space to maintain Woodburn’s livability and managed growth, and to pProvide social, economic, and environmental benefits to individuals, families, and the community through a robust, diverse, inclusive system of parks, recreation facilities, and open spaces. L-2. Maintain Ddowntown Woodburn should remainas a centerpiece of activity, culture, and commerce within the City. Library Square Park, the Downtown Plaza, Woodburn Aquatic Center, Settlemier Park, the Woodburn World’s Berry Center Museum, Bungalow Theatre, and Frank Scheer Locomotive Park should be used as for downtown revitalization. Policies L-1.1 The City will utilize the Parks and Recreation Master Plan as a guide for investing resources into parks, recreation facilities and programming, and open spaces. L-1.21 The City will ensure that sufficient land is made available to meet current and future parks and open spaces needs by acquiring and developing new parks in the areas identified in the Parks and Recreation Master Plan. west of Interstate 5; the southwest area of the city, east of Interstate 5; and the southeast area of the City, west of Highway 99E. L-1.32 Where feasible, the City will acquire and develop neighborhood parks, trails, and open spaces through the development review process. L-1.43 The City will ensure that parks system development charges are adequate to meet the parks, trails, and open space needs created by development. L-1.54 To ensure walkability, the City will strive to provide parks, trails, and indoor facilities within one-quarterthird mile of Woodburn residents. L-1.6 The City will strive to ensure that parks, playgrounds, trails, and recreational facilities are inclusive and provide access to all abilities. Exhibit B 417 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report Attachment 102: Comprehensive Plan Goal and Policy updates Page 2 of 2 L-1.75 The City will ensure the most efficient and effective means of providing sufficient land for neighborhood parks by pursuing partnerships with schools and other agencies to establish joint parkland acquisition, development, and operational ventures. L-1.86 It is the policy of the City to implement the Mill Creek Greenway Master Plan, and to manage the Mill Creek, Goose Creek, and Senecal Creek corridors as public greenways and pathways.; multiple fFunctions of these corridorswill include open space and habitat preservation, flood control, cycling and walking on all-weather pathways, nature recreation and education, and limited playground activities where there is a deficiency of neighborhood parks. The City will establish and enforce a healthy streams policy to ensure that Woodburn’s waterways are preserved and well-maintained. L-1.97 To provide for a continuous public greenway and pathway system, it is the policy of the City to acquire privately-owned segments along Mill Creek, Goose Creek, and Senecal Creek and other stream corridors including the west tributary from Settlemier Park to Parr Road. It is the policy of the City to seek dedication of floodplains and creek corridors for natural areas, neighborhood recreation areas, open space and transportation. L-1.108 To ensure adequate maintenance of the City’s parks, open spaces, and recreation facilities, the City will prepare comprehensive management plans, including maintenance level of service standards for each site. L-1.119 The City will ensure that adequate funds are budgeted annually to meet established level of service standards for parks, open spaces, and recreation facilities. L-1.120 The City will support the development of an “Adopt a Park” program to encourage community involvement in the stewardship of parks and trails. L-1.131 Because recreation participation preferences and interests vary among employment, ethnic, social, and cultural groups, it is the policy of the City to ensure that parks, open spaces, facilities, and programs are developed to meet the diverse needs and interests of Woodburn’s population. Exhibit B 418 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report At achment 101: Analyses & Findings Page 1 of 7 IntroducƟon The Woodburn Development Ordinance (WDO) does not include specific approval criteria for legislaƟve amendments, beyond iniƟaƟon per WDO 4.01.09, processing, and noƟficaƟon requirements. However, per state law, amendments to a Comprehensive Plan, including the adopƟon of implemenƟng documents such as a Parks & RecreaƟon Master Plan (PRMP), are required to be consistent with: • Statewide Planning Goals • Oregon AdministraƟve Rules (OAR) • Woodburn Comprehensive Plan goals and policies The findings for adopƟon of the PRMP and associated Comprehensive Plan amendments address these same criteria. The present version of the Comprehensive Plan was last amended through LegislaƟve Amendment LA 23-02 as Ordinance No. 2619 on January 10, 2024 (goals and policies relaƟng to an Economic OpportuniƟes Analysis). Statewide Planning Goals There are a total of 19 Statewide Planning Goals. Staff finds Goals 1, 2, and 8 are applicable Statewide Planning Goals to the adopƟon of the PRMP and idenƟfied updates to the Woodburn Comprehensive Plan goals and policies. The PRMP does not contain regulaƟons that pertain to these goals and is not proposing changes to exisƟng associated regulaƟons. Applicable goals include Goal 1 (CiƟzen Involvement), Goal 2 (Land Use Planning), and Goal 8 (RecreaƟonal Needs). Of these, Goal 8, Ɵtled RecreaƟonal Needs, is the primary goal of consideraƟon in review of this proposal. The fundamental purpose of Goal 8 is to ensure that a local government plans for the recreaƟonal needs of its residents. This proposal is for the adopƟon of the Parks & RecreaƟon Master Plan (PRMP), which contains informaƟon pertaining to Goal 8 and for findings in support of adopƟon. Rules that implement Goal 8 are described in Chapter 660, Division 34 of the Oregon AdministraƟve Rules (OAR). Local government park plans are specifically menƟoned in OAR [PHONE REDACTED]. The proposed PRMP was produced to meet the requirements of Goal 8 and all implemenƟng administraƟve rules. The PRMP provides a factual basis for updaƟng Woodburn Comprehensive Plan SecƟon L (Parks and RecreaƟon). The City of Woodburn created these exisƟng policies in concert with the adopƟon of the previous PRMP. The proposed amendments include new and modified policies for the City to support a robust system of parks and recreaƟonal offerings. Exhibit C 419 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report At achment 101: Analyses & Findings Page 2 of 7 Goal 1 – CiƟzen Involvement Statewide Planning Goal 1 requires ciƟes to involve community members in planning processes and decisions. The City and its consultants have done this in a variety of ways as part of the planning process. - Surveys. The City distributed a random-sample mail survey and an online community- wide survey in English, Spanish, and Russian. - Advisory Group. The Woodburn RecreaƟon and Parks Board funcƟoned as a technical advisory group (TAG) for the PRMP. The commit ee met three Ɵmes to review materials and provide direcƟon at key milestones. - Public Forums. The City hosted two open house meeƟngs (May 31 and September 15, 2023) and conducted a series of tabling acƟviƟes at various community events between July and September 2023. - Planning Commission and City Council MeeƟngs. Staff provided for public meeƟngs before the Planning Commission and City Council to present informaƟon. The City followed State and Local public noƟce procedures to inform members of the public about these meeƟngs. - NoƟficaƟon to the Department of Land ConservaƟon and Development (DLCD). Staff provided noƟce to DLCD of the proposed Comprehensive Plan amendments on December 18, 2023, in compliance with OAR [PHONE REDACTED] and noƟfied affected government agencies in conformance with WDO 4.01.14D. - Online Access to DraŌ Materials. Staff made draŌ copies of the PRMP and proposed Comprehensive Plan Goal and Policy changes available on the City’s website for public review and comment on January 18, 2024. Based on the above findings, the PRMP is consistent with Statewide Planning Goal 1. Goal 2 – Land Use Planning Goal 2 requires each local government in Oregon to establish a land use planning process and policy framework as a basis for all decisions and acƟons related to use of land and to assure an adequate factual base for such decisions and acƟons. Goal 2 also includes requirements for coordinaƟon with other jurisdicƟons and government agencies, requires that plans include implementaƟon measures, and that plans be reviewed periodically and amended as needed. The City last updated and adopted its Parks & RecreaƟon Master Plan (PRMP) via Ordinance No. 2458 on July 15, 2009. To ensure that the City has an accurate understanding of the community’s recreaƟon interests and needs, the City Council iniƟated a Type V legislaƟve process to update the City’s PRMP and consider correlaƟng updates to the Comprehensive Plan Goals and Policies. The City appointed the RecreaƟon and Parks Board as the technical advisory group (TAG) for the preparaƟon of a new PRMP. The commit ee met three Ɵmes to review materials and provide direcƟon at key milestones. One purpose of the commit ee meeƟngs was to ensure that there Exhibit C 420 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report At achment 101: Analyses & Findings Page 3 of 7 was a forum for affected government agencies to express concerns with proposed updates to the plan and provide the City with the opportunity to consider and accommodate modificaƟons to the plan during the preparaƟon phase of work. These meeƟngs also provided a venue for coordinaƟon discussions with Marion County staff as needed. The proposed PRMP is now being reviewed for adopƟon under the City’s Type V legislaƟve procedure as outlined in the Woodburn Development Ordinance. That procedure includes the City undertaking the following steps, which includes addiƟonal opportuniƟes for review and comment by ciƟzens and affected governmental units: - The City noƟfied affected government agencies in conformance with WDO 4.01.14.D. on January 5, 2024, and published noƟce of both the Planning Commission and City Council hearings in the Woodburn Independent newspaper on January 17, 2024. - Project update presentaƟons to Planning Commission on December 14, 2023, and City Council on September 25, 2023; - The Planning Commission hearing scheduled for January 25, 2024; - The City Council hearing is tentaƟvely scheduled for February 12, 2024; - On December 18, 2023, staff sent a Post-Acknowledgement Plan Amendment (PAPA) to the Department of Land ConversaƟon and Development (DLCD) in compliance with OAR [PHONE REDACTED]. Based on the above findings, the PRMP is consistent with Statewide Planning Goal 2. Goal 8 – RecreaƟonal Needs Goal 8 requires the City to plan for the recreaƟon needs of our residents and visitors. The goal prioriƟzes non-motorized forms of recreaƟon, and recreaƟon areas that serve high-density populaƟons with limited transportaƟon opƟons and limited financial resources. It also places priority on recreaƟon areas that are free or available at a low cost to the public. The draŌ Parks & RecreaƟon Master Plan (PRMP) being considered does exactly what Goal 8 requires. This plan details a profile of the community today, including demographics and interests of residents; it inventories the exisƟng parkland, trail network, and recreaƟonal programming that the City offers; it outlines a series of goals and objecƟves for the City to work towards; and provides an implementaƟon and investment plan for the City Council to consider. The PRMP and Comprehensive Plan update are consistent with Oregon Statewide Planning Goal 8. Oregon AdministraƟve Rules Oregon AdministraƟve Rules (OAR) [PHONE REDACTED] guide planning efforts for local parks in Oregon. The following is a summary of consistency with those rules. Local park providers may prepare local park master plans, and local governments may amend acknowledged comprehensive plans and zoning ordinances pursuant to the Exhibit C 421 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report At achment 101: Analyses & Findings Page 4 of 7 requirements and procedures of ORS 197.610 to 197.625 in order to implement such local park plans. Local governments are not required to adopt a local park master plan in order to approve a land use decision allowing parks or park uses on agricultural lands under provisions of ORS 215.213 or 215.283 or on forestlands under provisions of OAR 660-006- 0025(4), as further addressed in sections and of this rule. If a local government decides to adopt a local park plan as part of the local comprehensive plan, the adoption shall include: A plan map designation, as necessary, to indicate the location and boundaries of the local park; and Appropriate zoning categories and map designations (a “local park” zone or overlay zone is recommended), including objective land use and siting review criteria, in order to authorize the existing and planned park uses described in local park master plan. Response: The City has prepared this Parks and RecreaƟon Master Plan (PRMP) to guide local park planning in Woodburn. AdopƟon of the PRMP is proposed as part of an amendment to the comprehensive plan. As required by subsecƟon local park boundaries are illustrated throughout Chapters 4-6 of the PRMP. The Comprehensive Plan Map already includes a land use category Ɵtled “Open Space and Parks” and the Zoning Map already contains an associated zoning district Ɵtled “Public / Semi-Public”. The Woodburn Development Ordinance, the implemenƟng ordinance for the comprehensive plan, already outlines land use and siƟng review criteria for the Public / Semi-Public zoning district. No changes are proposed to this land use category or zoning district. Unless the context requires otherwise, this rule does not require changes to: Local park plans that were adopted as part of an acknowledged local land use plan prior to July 15, 1998; or Lawful uses in existence within local parks on July 15, 1998. Response: The City last updated and adopted its Parks & RecreaƟon Master Plan (PRMP) via Ordinance No. 2458 on July 15, 2009. All uses allowed under Statewide Planning Goal 3 are allowed on agricultural land within a local park and all uses allowed under Statewide Planning Goal 4 are allowed on forest land within a local park, in accordance with applicable laws, statewide goals, and rules. Response: The proposed Parks & RecreaƟon Master Plan (PRMP) does not involve any agricultural lands or uses, nor any forest lands or uses, within local parks. Goals 3 and 4 are addressed by counƟes. Although some of the uses listed in OAR [PHONE REDACTED](2)(a) to are not allowed on agricultural or forest land without an exception to Goal 3 or Goal 4, a local government is not required to take an exception to Goals 3 or 4 to allow such uses on land within a local Exhibit C 422 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report At achment 101: Analyses & Findings Page 5 of 7 park provided such uses, alone or in combination, meet all other statewide goals and are described and authorized in a local park master plan that: Is adopted as part of the local comprehensive plan in conformance with Section of this rule and consistent with all statewide goals; Is prepared and adopted applying criteria comparable to those required for uses in state parks under OAR chapter 736, division 18; and Includes findings demonstrating compliance with ORS 215.296 for all uses and activities proposed on or adjacent to land zoned for farm or forest use. Response: The proposed Parks & RecreaƟon Master Plan (PRMP) does not involve any agricultural lands or uses, nor any forest lands or uses, within local parks. Goals 3 and 4 are addressed by counƟes. Conclusion: The PRMP is consistent with the OAR requirements for preparaƟon of a local parks plan. Consistency with Woodburn Comprehensive Plan Goals and Policies The City’s Comprehensive Plan already contains goals and policies that help the City achieve its recreaƟon and park planning objecƟves. These exisƟng goals and policies, which center around providing a variety of benefits to the community through a diverse offering of recreaƟonal spaces and programs, provide a strong policy basis and framework to support adopƟon of the PRMP. As part of this legislaƟve amendment, only minor amendments are proposed to SecƟon L of the Comprehensive Plan. Generally, the amendments cover name changes for certain faciliƟes and focus on making goals and policies more concise. Two new policies are recommended – one to more directly refer to the PRMP as a guiding document for recreaƟon planning, and one staƟng it is the City’s policy to ensure faciliƟes are inclusive and accessible. Conformance with the Woodburn Development Ordinance 4.01 Decision-Making Procedures 4.01.02 Assignment of Decision-Makers: The following City enƟty or official shall decide the following types of decisions: E. Type V Decisions (LegislaƟve): Type V decisions involve legislaƟve acƟons where the City Council enacts or amends the City’s land use regulaƟons, comprehensive plan, Official Zoning Map or some component of these documents. Type V decisions may only be iniƟated by the City Council. The Planning Commission holds an iniƟal public hearing on the proposal before making a recommendaƟon to the City Council. The City Council then holds a final public hearing and renders a decision. Public noƟce is provided for all public hearings (SecƟon Exhibit C 423 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report At achment 101: Analyses & Findings Page 6 of 7 4.01.14). The City Council’s decision is the City’s final decision and is appealable to LUBA within 21 days aŌer it becomes final. 4.01.09 IniƟaƟon of a LegislaƟve Proposal A. The City Council may iniƟate the consideraƟon of a legislaƟve decision by resoluƟon. B. AcƟons iniƟated by the Council shall be referred to the Planning Commission for a public hearing and recommendaƟon to the Council. C. The City Council shall hold the final public hearing on a proposed legislaƟve decision. The Planning Commission hearing is scheduled for January 25, 2024, and the City Council hearing is tentaƟvely scheduled for February 12, 2024, pending a recommendaƟon to the Council by the Planning Commission. On December 18, 2023, staff sent a Post- Acknowledgement Plan Amendment (PAPA) to the Department of Land ConversaƟon and Development (DLCD) in compliance with OAR [PHONE REDACTED]. The City noƟfied affected government agencies in conformance with WDO 4.01.14.D. on January 5, 2024, and published noƟce of both the Planning Commission and City Council hearings in the Woodburn Independent newspaper on January 17, 2024. The provisions are met. NoƟce: ORS 227.186 NoƟce to property owners of hearing on certain zone change; form of noƟce; … All legislaƟve acts relaƟng to comprehensive plans, land use planning or zoning adopted by a city shall be by ordinance. Pending a decision from the City Council following its public hearing, the Council would be able to direct staff to return with an ordinance for adopƟon at a subsequent Council meeƟng. … at least 20 days but not more than 40 days before the date of the first hearing on an ordinance that proposes to amend an exisƟng comprehensive plan or any element thereof, or to adopt a new comprehensive plan, a city shall cause a writen individual noƟce of a land use change to be mailed to each owner whose property would have to be rezoned in order to comply with the amended or new comprehensive plan if the ordinance becomes effecƟve. At least 20 days but not more than 40 days before the date of the first hearing on an ordinance that proposes to rezone property, a city shall cause a writen individual noƟce of a land use change to be mailed to the owner of each lot or parcel of property that the ordinance proposes to rezone. … An addiƟonal individual noƟce of land use change required by subsecƟon or of this secƟon shall be approved by the city and shall describe in detail how the proposed ordinance would affect the use of the property. The noƟce shall: . . . At least 30 days prior to the adopƟon or amendment of a comprehensive plan or land use regulaƟon by a city pursuant to a requirement of periodic review of the comprehensive plan Exhibit C 424 ---PAGE BREAK--- LA-23-04 Planning Commission Staff Report At achment 101: Analyses & Findings Page 7 of 7 under ORS 197.628, 197.633 and 197.636, the city shall cause a writen individual noƟce of the land use change to be mailed to the owner of each lot or parcel that will be rezoned as a result of the adopƟon or enactment. … Notice provided under this section may be included with the tax statement required under ORS 311.250. Notwithstanding subsection of this section, a city may provide notice of a hearing at any time provided notice is mailed by first class mail or bulk mail to all persons for whom notice is required under subsections and of this section. For purposes of this section, property is rezoned when the city… The City proposes no rezoning or WDO amendment at this Ɵme. Because the City is not changing the base zoning classificaƟon of property, in other words neither rezoning nor making a zone change, SecƟons and above are not applicable. Because the proposed amendment is not pursuant to a requirement of periodic review, SecƟons & & are not applicable. (10) The provisions of this secƟon do not apply to legislaƟve acts of the governing body of the city resulƟng from acƟon of the LegislaƟve Assembly or the Land ConservaƟon and Development Commission for which noƟce is provided under ORS 197.047 or resulƟng from an order of a court of competent jurisdicƟon. Staff finds the proposed PRMP update and proposed updates to Comprehensive Plan Economic Goals and Policies do not result from acƟons of the LegislaƟve Assembly or the Land ConservaƟon and Development Commission (LCDC) and that ORS 197.047 is not applicable. As a result, the City of Woodburn is not required for LA 23-04 to do a “Measure 56” noƟce, the phrase referring to Ballot Measure 56 (1998) that the legislature codified in ORS 227.186, which the legislature later revised via Senate Bill 516 (2003). The provisions are met. Exhibit C 425 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 TO: Honorable Mayor and City Council through City Administrator FROM: Renata Wakeley, Special Projects Director Jesse Cuomo, Community Services Director SUBJECT: 2024 Local Government Grant Program (LGGP) from Oregon Parks and Recreation Department to support Boones Crossing Park RECOMMENDATION: Adopt the attached Resolution, as required prior to LGGP grant fund application, and authorize the City Administrator to sign the grant application and to effectuate an award of the grant contract, if awarded. BACKGROUND: The City of Woodburn is eligible to apply for a 2024 Local Government Grant Program (LGGP) Large grant with a cap of $1,000,000 from the Oregon Parks and Recreation Department. These particular grant funds can be used for land acquisition, development, and/or major rehabilitation projects that are consistent with the outdoor recreation goals and objectives of OPRD and/or recreation elements of local comprehensive plans and local parks master plans. The City’s Parks Master Plan was updated in January 2024 and a priority project is the development of the recently acquired Boones Crossing Park. The city has previously secured funding assistance through the LGGP program for the Centennial Dog Park improvements (2023), Centennial Park Splash Pad (2016), and Legion Park Rehabilitation (2013). Oregon Parks and Recreation Dept (OPRD) receives 7.5% of State Lottery proceeds that are then allocated to various programs. For 2024, OPRD expects to have over $28 million in Large Grant funds available, the largest sum available to date. DISCUSSION: Following completion of two community meetings and an online survey soliciting feedback on design concepts, the City of Woodburn is proposing to submit an application for 2024 Local Government Grant Program (LGGP) from Oregon Parks 426 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 2 and Recreation for improvements to Boones Crossing Park to include, but not limited to: • Site preparation, earthwork, and landscaping, including a rain garden to address stormwater, and irrigated lawn and plant beds; • Site features and furnishing (playground equipment, park signage, furniture and fixtures, drinking foundations, fencing, walking paths, etc.); and • Structures such as a sports court and new shelter/pavilion. Council adoption of the attached Resolution allows City staff to move forward with submitting the LGGP application by the April 1 deadline, with any awarded funds expected to be received in October 2024. If our application advances, the City will also be asked to make a presentation to the Local Government Advisory Committee in June-July 2024. If awarded, projects must be completed within a 2-year project period. FINANCIAL IMPACT: The City is seeking up to $700,000 in LGGP funding for the Boones Crossing Park development, estimated at $1,400,000. The LGGP Large Grant program requires a match of 50% (or 1:1). This means the City would need to match up to $700,000 in Parks SDC’s if awarded. However, we are in the process of contracting for an appraisal of the donated 3-acre property as it has been determined to be eligible for match, if we can secure an appraisal valuation by June 1, 2024. That appraisal could reduce the cash/Park SDC match requirement significantly. Additional costs to the City include completion of the grant application and grant administration, which are not eligible for reimbursement. Attachment(s): 1. Boones Crossing concept plan (DLA) 427 ---PAGE BREAK--- 428 ---PAGE BREAK--- Page 1 – Council Bill No. 3245 Resolution No. 2229 COUNCIL BILL NO. 3245 RESOLUTION NO. 2229 A RESOLUTION AUTHORIZING THE CITY OF WOODBURN STAFF TO APPLY FOR A LOCAL GOVERNMENT GRANT FROM THE OREGON PARKS AND RECREATION DEPARTMENT FOR DEVELOPMENT OF BOONES CROSSING PARK, AND DELEGATING AUTHORITY TO THE CITY ADMINISTRATOR TO SIGN THE APPLICATION WHEREAS, the Oregon Parks and Recreation Department is accepting applications for the Local Government Grant Program (LGGP); and WHEREAS, the City of Woodburn desires to participate in this grant program to the greatest extent possible as a means of providing needed park and recreation acquisitions, improvements and enhancements; and WHEREAS, the Woodburn City Council have identified the build out and development of improvements at Boones Crossing (identified as Tax Lot 1406 of Map 051W18C) as a high priority need in the City of Woodburn and as identified in our 2024 Parks Master Plan; and WHEREAS, the Boones Crossing Park property is a currently undeveloped 3-acre park that was dedicated to the City of Woodburn as part of the phased Boones Crossing residential development. The park is identified as a future neighborhood park in the 2024 Parks Master Plan. With funding assistance from the LGGP program, the City proposed to complete final design, permitting, and build out of the 3-acre property; and WHEREAS, the City of Woodburn has available local matching funds to fulfill its share of obligation related to this grant application should the grant funds be awarded; and WHEREAS, the City of Woodburn will provide adequate funding for on-going operations and maintenance of this park and recreation facility should the grant funds be awarded, NOW, THEREFORE, THE CITY OF WOODBURN RESOLVES AS FOLLOWS: Section 1. The Woodburn City Council demonstrates its support for the submittal of a grant application to the Oregon Park and Recreation Department for development of planned Boones Crossing Park, as identified in our 2024 Parks Master Plan, located at Boones Crossing and more generally the SE corner of Boones Crossing Road and Iris Street. 429 ---PAGE BREAK--- Page 1 – Council Bill No. 3245 Resolution No. 2229 Section 2. This Resolution shall be effective following its adoption by Woodburn City Council. Approved as to form: City Attorney Date Approved: Frank Lonergan, Mayor Passed by the Council Submitted to the Mayor Approved by the Mayor Filed in the Office of the Recorder ATTEST: Heather Pierson, City Recorder 430 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 TO: Honorable Mayor and City Council through City Administrator FROM: Renata Wakeley, Special Projects Director Jesse Cuomo, Community Services Director SUBJECT: 2022/23 Oregon Community Pathways (OCP) Grant Contract from Oregon Department of Transportation (ODOT) to Support Expansion of Mill Creek Trail RECOMMENDATION: Accept the Oregon Community Pathways grant award from the Oregon Department of Transportation and authorize the City Administrator to effectuate an award of the grant contract. BACKGROUND: The City of Woodburn submitted an application to the Oregon Community Pathways (OCP) program through the Oregon Department of Transportation (ODOT) in January 2023. The OCP program supports project development, construction, reconstruction, major resurfacing or other improvements of multi-use paths that improve access and safety for people walking and bicycling. More specifically, this is a unique ODOT program that primarily funds off-road pathways instead of work within existing roadway networks. While project development and planning were also eligible under the OCP program, the largest allocation of OCP funding was earmarked for construction ready projects where the applicant already controlled the majority of property or easements for the proposed trail location. The City of Woodburn adopted the Mill Creek Trail Master Plan in 2006 and has steadily made progress toward full build out of the trail, either by City initiated and funded projects or via private development conditions of approval, where a nexus could be assigned. Prior to the January 2023 OCP application deadline, Staff reviewed corridors remaining to be built out from the adopted plan for opportunities to meet the OCP funding and scoring criteria, including ownership or easements for the proposed trail segments. Those segments included: • Hermanson Pond, 431 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 2 • Woodburn High School, • Settlemier Park, • Evergreen, and • Wyffels’ Park Cost estimates for an estimated 6,850 additional linear feet of trail, including administration, final design and surveying, pathway fixtures, and contingency funding, amounted to $1,932,369.75, of which 10.27% is required to be cash match from the City. The City provided a match commitment letter as part of the OCP application in the amount of $198,454.37, which was proposed to be divided between the budgets of the Parks and Transportation SDCs funds. In July 2023, the Oregon Bicycle and Pedestrian Advisory Committee reviewed application submissions and we received word that we ranked #1 out of 19 projects submitted for OCP construction funding. The top nine projects received notices of intent to award and the City received our draft OCP contract in January 2024. DISCUSSION: A condition of the Oregon Community Pathways funding is that ODOT will deliver the project, meaning all contractual services and construction contracts will be with ODOT and not the City of Woodburn. OCP funds will not pass through the City budget. Staff met with ODOT on several occasions to discuss this project and ODOT has provided assurances that they will work with the City on costs, potentially removing amenities to stay within the budget, and will discuss any potential scope reductions with the city. For example, if the costs for constructing the five segments are too high, one or more segments may need to be removed to stay within the award and match budget. The city has also been encouraged to apply for additional funds, including OCP funds to construct others segments in the future. Once awarded, projects are expected to be completed within a 5-year project period. FINANCIAL IMPACT: The City’s match requirement for Oregon Community Pathways (OCP) funding is 10.27%, or $198,454.37. As part of the Grant Award, the City also agrees to cover all costs in excess of the federal funds, which could include up to a 10% increase in the project’s overall cost estimate. The City distributed the match requirement 432 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 3 between Park and Transportation SDC funds in FY23/24. While ODOT is assigned to deliver the project, additional costs to the City include grant reporting, technical advisory committee, and other general support to ODOT staff to ensure timely completion of the project and general outreach and project updates. These are not eligible for reimbursement and cannot be used to meet the match requirement. 433 ---PAGE BREAK--- Agency/State Agreement No. 73000-00020952 8 EXHIBIT A – Project Location Map & Description Evergreen Blvd extension north of Smith Addition, from Ben Brown Drive to S. Evergreen Road, estimated at 2,000 linear feet of new trail. Hermanson Pond connection/extension westward, from existing Hermanson Pond loop to Hermanson Street dead-end, estimated at 1,500 linear feet of new trail. Park, from E Lincoln Street to Hardcastle Ave, estimated at 1,190 linear feet of new trail. Woodburn High School connection, from Hwy 214 to Hazelnut Drive, estimated at 1,300 linear feet of new trail. Settlemier Park, from S Front Street to Settlemier Ave, estimated at 800 linear feet of new trail. 434 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 TO: Honorable Mayor and City Council FROM: Scott Derickson, City Administrator SUBJECT: ARPA Contract Award for Mid-Willamette Valley Community Action Agency for Shelter Services RECOMMENDATION: Authorize the City Administrator to enter into an ARPA funding agreement with Mid- Willamette Valley Community Action Agency (MWVCAA) in the amount of $80,000 for Shelter Services, and authorize under ORS 197.746 for MWVCAA to operate and oversee, overnight vehicular sheltering, as part of standard operations at 1560 Hardcastle Street, Woodburn, Oregon. BACKGROUND: In June 2021, Oregon House Bill 3115 (Local Camping Ordinances) was made effective following the 9th Circuit decisions in Martin v. City of Boise and Blake v. Grants Pass. HB3115, requires that any city or county law regulating the acts of sitting, lying, sleeping, or keeping warm and dry outside on public property must be “objectively reasonable” based on the totality of the circumstances as applied to all stakeholders, including persons experiencing homelessness. (Exhibit A) On August 14, 2023, former City Attorney Bob Shields presented to the City Council on HB 3115 and ORS 195.530, the statute addressing the use of public property by homeless individuals, and attorney fees. City Attorney Shields presented the wide array of pathways taken by communities across the state to ensure compliance with the new regulations. (Exhibit B) Following the presentation, City Council adopted Council Bill No. 3226; An Ordinance Requiring Compliance with ORS 195.530 and Declaring an Emergency; in addition, the City Council directed the City Administrator to evaluate the best possible solution for the City of Woodburn and all its residents to meet the recent statue. Additionally, in June of 2023, Oregon House Bill 3395 was made effective. As part of HB 3395, cities are required to approve applications for an Emergency Shelter 435 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 2 location regardless of state or local land use laws as long as the application complies with the following state law approval criteria (Exhibit - The Emergency Shelter: o Includes sleeping and restroom facilities. o Will comply with applicable building and fire life safety codes. o Is located within the City’s urban growth boundary. o Will not result in a new building that is sited within an area designated under a statewide land use planning goal relating to natural disasters and hazards (e.g. flood plains or mapped environmental health hazards) unless the development complies with regulations directly related to the hazard. o Has adequate transportation access to medical and commercial services. o Will not pose any unreasonable risk to public health or safety. - The Emergency Shelter must be operated by: o A local government, a religious corporation, a public benefit corporation whose charitable purpose includes the support of homeless individuals and that has been recognized as exempt from income tax under section 501(a) of the Internal Revenue Code on or before January 1, 2017, or a nonprofit corporation partnering with any of those entities. - An Emergency Shelter may include: o Youth shelters, veterans' shelters, winter or warming shelters, day shelters, and family violence shelter homes. Under the requirements stated in HB3395, MWVCAA submitted a “Super Site” application to the City Building and Planning Department, which has been reviewed by the Planning Director, Building Official, and the Woodburn Fire District Fire Marshal and approved under the requirements outlined in state statue. (Exhibit D) DISCUSSION: Following direction provided by the City Council on August 14th, 2023, the City Administrator and City Staff evaluated possible locations across the city that would meet the state requirements for overnight sheltering for a seven-day-a- 436 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 3 week operation and would be ideal for a managed program to allow for the best possible outcome for all Woodburn residents. City staff held meetings with Ray of Hope Today and MWVCAA to discuss the possibility of program expansion to meet the state requirements of a year-round sheltering location and it was identified that MWVCAA had an interest in expanding their sheltering services to Woodburn and felt that they would be able to assume management and expand on the program services that were being offered by Ray of Hope Today while meeting the new state requirements. Ray of Hope Today fully supported a transition in program management to MWVCAA. MWVCAA is a community-based nonprofit organization that through its ARCHES Project has experience offering low-barrier sheltering solutions using a variety of models within Marion County, including an inventory of 261 year-round shelter beds. With this extensive expertise, MWVCAA agreed to operate a low-barrier shelter at 1560 Hardcastle St. that would provide overnight sheltering from 7 pm to 7 am, 365 days a year for up to 30 clients in in temporary emergency management tents that will be deployed and stored daily with a mobile HVAC unit to provide proper warming and cooling. MWVCAA will also act as the city’s warming shelter (activated at 32 degrees) and a cooling shelter (activated at 100 degrees) throughout the year. The location will also allow for onsite vehicle sheltering with a max capacity of 5 vehicles on the site in marked locations and that the clients and vehicles meet the following requirements: - Vehicular overnight sheltering is designated for family sheltering only. Families include those accompanied by minor children. All other clients are required to take shelter in the emergency management tents provided onsite. - All vehicles must be operational and be moved from the site daily. - RV’s and Campers will not be allowed on the site as part of the vehicular overnight sheltering per a requirement by the lessor of 1560 Hardcastle. Additionally, MWVCAA will provide a wide range of services for its clients which includes, but is not limited to, meals, laundry, shower services, and navigation and support to aid in finding employment and permanent housing for participants with trained navigators Monday – Friday. 437 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 4 - MWVCAA Timeline for Operations: o February 12h, 2024, MWVCAA signed an agreement with the Church of Christ for use of the 1560 Hardcastle location for overnight sheltering services. (18-month lease) o February 29th, 2024, Ray of Hope will stop oversight of the current drop in shelter. o March 1st, 2024, MWVCAA will provide drop-in services 2-3 days a week while site improvements are made to the 1560 Hardcastle St. location to ensure all fire life safety and other site improvements are completed. Improvements include but are not limited to parking lot striping, driveway widening, fencing, security camera installation, and interior painting. o On April 1, 2024, MWVCAA will begin the overnight sheltering program. FINANCIAL IMPACT: On December 11, 2023, City Council authorized the reallocation of $80,000 of ARPA funding to MWVCAA for sheltering services. This funding will only provide a small percentage of the total operational cost of MWVCAA’s shelter services, and the remainder of the funding will come from other federal, state, and local grants and foundation funding. ATTACHMENTS: - Exhibit A: Oregon House Bill 3115 - Exhibit B: August 14, 2023 Staff Report: ORS 195.530 - Exhibit C: Oregon House Bill 3395 - Exhibit D: Building and Planning Approved “Super Site” Application - Exhibit E: MWVCAA ARPA Agreement 438 ---PAGE BREAK--- 81st OREGON LEGISLATIVE ASSEMBLY--2021 Regular Session Enrolled House Bill 3115 Sponsored by Representative KOTEK; Representatives DEXTER, MARSH, MCLAIN, POWER, REYNOLDS, WILDE, Senators DEMBROW, MANNING JR, RILEY CHAPTER AN ACT Relating to the regulation of public property with respect to persons experiencing homelessness; and declaring an emergency. Be It Enacted by the People of the State of Oregon: SECTION 1. As used in this section: “City or county law” does not include policies developed pursuant to ORS 203.077 or 203.079. “Keeping warm and dry” means using measures necessary for an individual to survive outdoors given the environmental conditions. “Keeping warm and dry” does not include using any measure that involves fire or flame. “Public property” has the meaning given that term in ORS 131.705. Any city or county law that regulates the acts of sitting, lying, sleeping or keeping warm and dry outdoors on public property that is open to the public must be objectively reasonable as to time, place and manner with regards to persons experiencing homelessness. It is an affirmative defense to a charge of violating a city or county law described in subsection of this section that the law is not objectively reasonable. A person experiencing homelessness may bring suit for injunctive or declaratory relief to challenge the objective reasonableness of a city or county law described in subsection of this section. The action must be brought in the circuit court of the county that enacted the law or of the county in which the city that enacted the law is located. For purposes of subsections and of this section, reasonableness shall be deter- mined based on the totality of the circumstances, including, but not limited to, the impact of the law on persons experiencing homelessness. In any suit brought pursuant to subsection of this section, the court, in its dis- cretion, may award reasonable attorney fees to a prevailing plaintiff if the plaintiff: Was not seeking to vindicate an interest unique to the plaintiff; and At least 90 days before the action was filed, provided written notice to the governing body of the city or county that enacted the law being challenged of an intent to bring the action and the notice provided the governing body with actual notice of the basis upon which the plaintiff intends to challenge the law. Nothing in this section creates a private right of action for monetary damages for any person. SECTION 2. Section 1 of this 2021 Act becomes operative on July 1, 2023. Enrolled House Bill 3115 (HB 3115-INTRO) Page 1 Exhibit A 439 ---PAGE BREAK--- SECTION 3. This 2021 Act being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this 2021 Act takes effect on its passage. Passed by House April 15, 2021 Timothy G. Sekerak, Chief Clerk of House Tina Kotek, Speaker of House Passed by Senate June 9, 2021 Peter Courtney, President of Senate Received by Governor: 2021 Approved: 2021 Kate Brown, Governor Filed in Office of Secretary of State: 2021 Shemia Fagan, Secretary of State Enrolled House Bill 3115 (HB 3115-INTRO) Page 2 Exhibit A 440 ---PAGE BREAK--- M E M O r a n d u m TO: Mayor and City Council FROM: N. Robert Shields, City Attorney DATE: Legal framework concerning the use of public property SUBJECT: August 9, 2023 Introduction The Mayor believes it is important that the City Council conduct a work session on the use of public property. This is scheduled for the August 14th City Council meeting. This memorandum is intended only to provide a legal framework. How the City moves ahead with this issue will depend on policy decisions made by the City Council. In addition to legal staff, the City Administrator, Police Chief, and Community Development Director will be at the work session. Background There has been a flurry of recent activity by city officials across Oregon adopting ordinances to regulate the “time, place, and manner” of how public property can be used. As with most subjects, the quality of the press coverage reporting this has varied. The May 21, 2023 article in the Statesman Journal (Exhibit A) provides a good summary. Martin v Boise The City of Boise, Idaho had an ordinance that prohibited “sitting, lying, or sleeping” outside and imposed criminal penalties on violators. As a result, Boise was sued in federal court for violation of individual constitutional rights. In 2018, the Ninth Circuit Court of Appeals ruled that the Eighth Amendment to the U.S. Constitution (addressing cruel and unusual punishment) "prohibits the imposition of criminal penalties for sitting, sleeping, or lying outside on public property for homeless individuals who cannot obtain shelter . . . because sitting, 71 Exhibit B 441 ---PAGE BREAK--- lying, and sleeping are universal and unavoidable consequences of being human." The court further stated that a city cannot "criminalize conduct that is an unavoidable consequence of being homeless - namely sitting, lying, or sleeping." Martin v. Boise, 902 F3d 1031, 1048 (2018) (Exhibit After this ruling was issued, the Woodburn City Attorney’s Office made the Mayor and City Council aware of its legal implications (Exhibit Legal rulings of the Ninth Circuit are binding on Woodburn. If the City violated this ruling, it could be sued in federal court and the public could be liable for payment of the plaintiff’s attorney fees. What Boise Says Under Boise, a municipality may legally impose city-wide prohibitions against persons sitting, sleeping, or lying in public spaces if it provides a shelter that is accessible to the homeless person against whom the prohibition is being enforced. However, if no shelter is provided to the homeless person by the City, the Eighth Amendment is violated. Johnson v Grants Pass On July 5, 2023, the Ninth Circuit, in a 155 page opinion (Exhibit refused to have its entire judicial panel (30 judges) reconsider this case. Denial of review by the entire court (an “en banc” hearing) prompted scathing statements by some judges. Grants Pass attorneys are petitioning for review by the United States Supreme Court. Grants Pass, a city of 38,000, was estimated to have 50 to 600 homeless individuals with nowhere to sleep other than on city streets or in city parks. City ordinances prohibited people from using a blanket, a pillow, or a cardboard box for protection from the elements while sleeping on public property. In 2013, the Grants Pass City Council convened a Community Roundtable “to identify solutions to current vagrancy problems.” Participants discussed the possibility of “driving repeat offenders out of town and leaving them there.” One City Councilor made clear the City’s goal should be “to make it uncomfortable enough for [homeless persons] in our city so they will want to move on down the road.” What Grants Pass Says Following Boise, this case found that the anti-camping ordinances enforced by Grants Pass against homeless persons for the act of sleeping outside on public 72 Exhibit B 442 ---PAGE BREAK--- property or for sleeping in a car at night, when there was no other place in the City for them to go, violated the Eighth Amendment. Disagreement of Ninth Circuit Judges It is apparent from the most recent opinion that a significant number of Ninth Circuit judges disagree with the Grants Pass ruling: “This Circuit’s jurisprudence now effectively guarantees a personal federal constitutional ‘right’ for individuals to camp or to sleep on sidewalks and in parks, playgrounds, and other public places in defiance of traditional health, safety, and welfare laws…” “Local governments are hard-pressed to find any way to regulate the adverse health and safety effects of homeless encampments without running afoul of this court’s case law—or, at a minimum, being saddled with litigation costs.” “The Eighth Amendment provides, ‘Excessive bail shall not be required, nor excessive fines imposed, nor cruel and unusual punishments inflicted.’ U.S. Const. amend. VIII (emphasis added). The Amendment’s bar on excessive “bail,” excessive “fines,” and the infliction of cruel and unusual “punishments” indicates the Amendment’s punitive focus. And the text of the Cruel and Unusual Punishments Clause itself provides no substantive limit on what conduct may be punished. Instead, it only prohibits “punishments” pain or suffering inflicted for a crime or offense) that are “cruel” marked by savagery and barbarity) and “unusual” not in common use), reflecting a constitutional prohibition originally and traditionally understood to forbid the government from “authorizing particular forms or ‘modes’ of punishment—specifically, cruel methods of punishment that are not regularly or customarily employed.” Harmelin v. Michigan, 501 U.S. 957, 976 (1991) (opinion of Scalia, id. at 979 (‘[b]reaking on the wheel,” “flaying alive,” and “maiming, mutilating, and scourging to death.’” Despite the apparent disagreement of some of the judges, Woodburn is legally obligated to follow the majority opinion. Interestingly, there is a distinct possibility that the U.S. Supreme Court could agree to hear this case. ORS 195.530 After the ruling in Boise, the 2021 Oregon Legislature enacted ORS 195.530: As used in this section: 73 Exhibit B 443 ---PAGE BREAK--- "City or county law" does not include policies developed pursuant to ORS 195.500 or 195.505. (See Exhibit E) "Keeping warm and dry" means using measures necessary for an individual to survive outdoors given the environmental conditions. "Keeping warm and dry" does not include using any measure that involves fire or flame. "Public property" has the meaning given that term in ORS 131.705. (See Exhibit F) Any city or county law that regulates the acts of sitting, lying, sleeping or keeping warm and dry outdoors on public property that is open to the public must be objectively reasonable as to time, place and manner with regards to persons experiencing homelessness. It is an affirmative defense to a charge of violating a city or county law described in subsection of this section that the law is not objectively reasonable. A person experiencing homelessness may bring suit for injunctive or declaratory relief to challenge the objective reasonableness of a city or county law described in subsection of this section. The action must be brought in the circuit court of the county that enacted the law or of the county in which the city that enacted the law is located. For purposes of subsections and of this section, reasonableness shall be determined based on the totality of the circumstances, including, but not limited to, the impact of the law on persons experiencing homelessness. In any suit brought pursuant to subsection of this section, the court, in its discretion, may award reasonable attorney fees to a prevailing plaintiff if the plaintiff: Was not seeking to vindicate if homeless individuals are subject to criminal penalties under a City ordinance for sitting, sleeping, or lying on public property; and At least 90 days before the action was filed, provided written notice to the governing body of the city or county that enacted the law being challenged of an intent to bring the action and the notice provided the governing body with actual notice of the basis upon which the plaintiff intends to challenge the law. 74 Exhibit B 444 ---PAGE BREAK--- Nothing in this section creates a private right of action for monetary damages for any person. Note: 195.530 becomes operative July 1, 2023. What ORS 195.530 Says ORS 195.530 provides that all “city or county law” regulating “the acts of sitting, lying, sleeping, or keeping warm and dry outdoors on public property that is open to the public” be “objectively reasonable.” There is no definition in this statute of “objectively reasonable,” but it does state that “reasonableness shall be determined, based on the totality of the circumstances, including, but not limited to, the impact of the law, on persons experiencing homelessness.” This indicates that, legally, what is “reasonable” will vary based upon the facts and circumstances involved in a particular situation. In other words, in a legal challenge based upon ORS 195.530, the focus would be not specifically on the actual language of an ordinance, but upon how this ordinance is applied by those enforcing it the facts and circumstances). Under this statute, if an ordinance is not “objectively reasonable,” this is not only an affirmative defense to ordinance enforcement but constitutes the basis for a lawsuit against the city. However, prior to filing a lawsuit, the plaintiff must first provide 90 days written notice to the governing body that the plaintiff intends to file a legal action and the basis of the challenge. Remedies under ORS 195.530 are limited to injunctive or declaratory relief, and do not include monetary damages. However, the trial court, at its discretion may award reasonable attorneys fees, to a prevailing plaintiff. What Woodburn Ordinances are Impacted by ORS 195.530 and What Actions are Required The passage of ORS 195.530 had a minimal impact on existing Woodburn city ordinances, with only three existing ordinances being potentially affected. These are Ordinance 2060 (the park ordinance), Ordinance 2577 (the camping in public right-of-way ordinance), and Ordinance 2578 (the camping site removal ordinance). (See Exhibit G) Woodburn currently has no “sit lie ordinance” like many cities. Regardless of what policy decisions the City Council ultimately makes, the City Attorney’s Office recommends that an ordinance be enacted acknowledging the passage of ORS 195.530 and that the City will not initiate any enforcement actions that are inconsistent with this state statute. Since this meeting has been 75 Exhibit B 445 ---PAGE BREAK--- publicly noticed and the proposed ordinance has been drafted, it is legally possible for the City Council to enact such an ordinance at this meeting. What Other Oregon Cities Have Done The City Attorney’s Office spent a significant amount of time researching what other Oregon cities have done and then placed this information in the attached spreadsheet (Exhibit Initially, we intended to incorporate this information into this narrative but did not do this because of the extensive amount of information collected and the variety of approaches taken by different municipalities. We decided that the spreadsheet format was more helpful both to demonstrate the different processes employed and to enable a comparison of these processes. Some cities have enacted ordinances after engaging in an extensive public process. Others have proceeded to pass ordinances with apparently little public input. Finally, some jurisdictions have opted to further study the issues or to wait until later to address them. Clearly, the scope of any action Woodburn takes, and the process employed is a policy matter to be decided by the City Council. Attachments: Exhibit A: Stateman Journal Article Exhibit B: Martin v. City of Boise Exhibit C: Legal Lightning Publication Exhibit D: Johnson v. City of Grants Pass Exhibit E: ORS 195.500 & ORS 195.505 Exhibit F: ORS 131.705 Exhibit G: Woodburn Ordinances Exhibit H: Other Cities Response to ORS 195.530 76 Exhibit B 446 ---PAGE BREAK--- EXHIBIT A 1 of 5 77 Exhibit B 447 ---PAGE BREAK--- EXHIBIT A 2 of 5 78 Exhibit B 448 ---PAGE BREAK--- EXHIBIT A 3 of 5 79 Exhibit B 449 ---PAGE BREAK--- EXHIBIT A 4 of 5 80 Exhibit B 450 ---PAGE BREAK--- EXHIBIT A 5 of 5 81 Exhibit B 451 ---PAGE BREAK--- EXHIBIT B 1 of 72 82 Exhibit B 452 ---PAGE BREAK--- EXHIBIT B 2 of 72 83 Exhibit B 453 ---PAGE BREAK--- EXHIBIT B 3 of 72 84 Exhibit B 454 ---PAGE BREAK--- EXHIBIT B 4 of 72 85 Exhibit B 455 ---PAGE BREAK--- EXHIBIT B 5 of 72 86 Exhibit B 456 ---PAGE BREAK--- EXHIBIT B 6 of 72 87 Exhibit B 457 ---PAGE BREAK--- EXHIBIT B 7 of 72 88 Exhibit B 458 ---PAGE BREAK--- EXHIBIT B 8 of 72 89 Exhibit B 459 ---PAGE BREAK--- EXHIBIT B 9 of 72 90 Exhibit B 460 ---PAGE BREAK--- EXHIBIT B 10 of 72 91 Exhibit B 461 ---PAGE BREAK--- EXHIBIT B 11 of 72 92 Exhibit B 462 ---PAGE BREAK--- EXHIBIT B 12 of 72 93 Exhibit B 463 ---PAGE BREAK--- EXHIBIT B 13 of 72 94 Exhibit B 464 ---PAGE BREAK--- EXHIBIT B 14 of 72 95 Exhibit B 465 ---PAGE BREAK--- EXHIBIT B 15 of 72 96 Exhibit B 466 ---PAGE BREAK--- EXHIBIT B 16 of 72 97 Exhibit B 467 ---PAGE BREAK--- EXHIBIT B 17 of 72 98 Exhibit B 468 ---PAGE BREAK--- EXHIBIT B 18 of 72 99 Exhibit B 469 ---PAGE BREAK--- EXHIBIT B 19 of 72 100 Exhibit B 470 ---PAGE BREAK--- EXHIBIT B 20 of 72 101 Exhibit B 471 ---PAGE BREAK--- EXHIBIT B 21 of 72 102 Exhibit B 472 ---PAGE BREAK--- EXHIBIT B 22 of 72 103 Exhibit B 473 ---PAGE BREAK--- EXHIBIT B 23 of 72 104 Exhibit B 474 ---PAGE BREAK--- EXHIBIT B 24 of 72 105 Exhibit B 475 ---PAGE BREAK--- EXHIBIT B 25 of 72 106 Exhibit B 476 ---PAGE BREAK--- EXHIBIT B 26 of 72 107 Exhibit B 477 ---PAGE BREAK--- EXHIBIT B 27 of 72 108 Exhibit B 478 ---PAGE BREAK--- EXHIBIT B 28 of 72 109 Exhibit B 479 ---PAGE BREAK--- EXHIBIT B 29 of 72 110 Exhibit B 480 ---PAGE BREAK--- EXHIBIT B 30 of 72 111 Exhibit B 481 ---PAGE BREAK--- EXHIBIT B 31 of 72 112 Exhibit B 482 ---PAGE BREAK--- EXHIBIT B 32 of 72 113 Exhibit B 483 ---PAGE BREAK--- EXHIBIT B 33 of 72 114 Exhibit B 484 ---PAGE BREAK--- EXHIBIT B 34 of 72 115 Exhibit B 485 ---PAGE BREAK--- EXHIBIT B 35 of 72 116 Exhibit B 486 ---PAGE BREAK--- EXHIBIT B 36 of 72 117 Exhibit B 487 ---PAGE BREAK--- EXHIBIT B 37 of 72 118 Exhibit B 488 ---PAGE BREAK--- EXHIBIT B 38 of 72 119 Exhibit B 489 ---PAGE BREAK--- EXHIBIT B 39 of 72 120 Exhibit B 490 ---PAGE BREAK--- EXHIBIT B 40 of 72 121 Exhibit B 491 ---PAGE BREAK--- EXHIBIT B 41 of 72 122 Exhibit B 492 ---PAGE BREAK--- EXHIBIT B 42 of 72 123 Exhibit B 493 ---PAGE BREAK--- EXHIBIT B 43 of 72 124 Exhibit B 494 ---PAGE BREAK--- EXHIBIT B 44 of 72 125 Exhibit B 495 ---PAGE BREAK--- EXHIBIT B 45 of 72 126 Exhibit B 496 ---PAGE BREAK--- EXHIBIT B 46 of 72 127 Exhibit B 497 ---PAGE BREAK--- EXHIBIT B 47 of 72 128 Exhibit B 498 ---PAGE BREAK--- EXHIBIT B 48 of 72 129 Exhibit B 499 ---PAGE BREAK--- EXHIBIT B 49 of 72 130 Exhibit B 500 ---PAGE BREAK--- EXHIBIT B 50 of 72 131 Exhibit B 501 ---PAGE BREAK--- EXHIBIT B 51 of 72 132 Exhibit B 502 ---PAGE BREAK--- EXHIBIT B 52 of 72 133 Exhibit B 503 ---PAGE BREAK--- EXHIBIT B 53 of 72 134 Exhibit B 504 ---PAGE BREAK--- EXHIBIT B 54 of 72 135 Exhibit B 505 ---PAGE BREAK--- EXHIBIT B 55 of 72 136 Exhibit B 506 ---PAGE BREAK--- EXHIBIT B 56 of 72 137 Exhibit B 507 ---PAGE BREAK--- EXHIBIT B 57 of 72 138 Exhibit B 508 ---PAGE BREAK--- EXHIBIT B 58 of 72 139 Exhibit B 509 ---PAGE BREAK--- EXHIBIT B 59 of 72 140 Exhibit B 510 ---PAGE BREAK--- EXHIBIT B 60 of 72 141 Exhibit B 511 ---PAGE BREAK--- EXHIBIT B 61 of 72 142 Exhibit B 512 ---PAGE BREAK--- EXHIBIT B 62 of 72 143 Exhibit B 513 ---PAGE BREAK--- EXHIBIT B 63 of 72 144 Exhibit B 514 ---PAGE BREAK--- EXHIBIT B 64 of 72 145 Exhibit B 515 ---PAGE BREAK--- EXHIBIT B 65 of 72 146 Exhibit B 516 ---PAGE BREAK--- EXHIBIT B 66 of 72 147 Exhibit B 517 ---PAGE BREAK--- EXHIBIT B 67 of 72 148 Exhibit B 518 ---PAGE BREAK--- EXHIBIT B 68 of 72 149 Exhibit B 519 ---PAGE BREAK--- EXHIBIT B 69 of 72 150 Exhibit B 520 ---PAGE BREAK--- EXHIBIT B 70 of 72 151 Exhibit B 521 ---PAGE BREAK--- EXHIBIT B 71 of 72 152 Exhibit B 522 ---PAGE BREAK--- EXHIBIT B 72 of 72 153 Exhibit B 523 ---PAGE BREAK--- Legal Lightning A Volt of Legal Information Provided by Supreme Court Does Not Review Camping Ordinance Yesterday the U.S. Supreme Court declined to review the Ninth Circuit Court of Appealǯs ruling in the City of Boise case regarding the constitutionality of the cityǯs camping ordinance. Since Woodburn is located in the Ninth Cir- cuit, we have been closely monitoring this litigation. It is interesting that Theodore Olson, a well-known advocate before the Supreme Court and a former Solicitor Gen- eral, agreed to represent the City of Boise, reportedly at a greatly reduced rate. california/la-me-ln-homeless-encampment-sweep-boise-case-appeal-theodore-olson-supreme-court-20190702- story.html Idaho Legal Aid Services represented the six homeless people who originally led the lawsuit. Never- theless, the Court did not grant Boise review and the entire West Coast (including Woodburn) continues to be sub- ject to this legal ruling. The background is that Boise, like many cities, regulates camping and sleeping in public spaces to ensure that these areas remain safe, accessible, and sanitary for use of its residents. This case was brought on behalf of home- less people arguing that the camping ordinance was unconstitutional. The Ninth Circuit held that Boiseǯs enforce- ment of its camping ordinance constitutes Dzcruel and unusual punishmentdz prohibited by the Eighth Amendment of the U. S. Constitution when Dzthere is a greater number of homeless individuals in [the jurisdiction] than the number of available beds [in shelters].dz Seen in a historical context, the Ninth Circuit ruling that the City of Boise violated the Dzcruel and unusual punish- mentdz language contained in the Eighth Amendment by enforcing its camping ordinance is an extreme ruling. The phrase Dzcruel and unusual punishmentdz was copied by the constitutional framers from the 1689 English Decla- ration of Rights and was originally intended to address extreme punishments imposed as a matter of course theft punished by death). The Ninth Circuit held that the ordinance barring public camping and sleeping is uncon- stitutional insofar as it applies to Dzany Ǯconduct [that] is involuntary and inseparable from status.ǯdz The Supreme Courtǯs prior decisions, however, conrm that the authority of local governments to enforce laws promoting public health, safety, and welfare is not contingent upon inquiries into the voluntariness of the regulated conduct. Finally, it is somewhat surprising that the Supreme Court did not take review. The procedures in the Ninth Circuit are complicated and not worth going into here. However, six judges in the Ninth Circuit led a dissenting opinion emphasizing that other courts, including the Fourth, Seventh, and Eleventh Circuits, as well as the California Su- preme Court, Dzhave routinely upheld state laws regulating acts that were allegedly compelled or involuntary,dz and warning that the decision will Dzprevent local governments from enforcing a host of other public health and safety laws, such as those prohibiting public defecation and urination.dz December 17, 2019 2019-01 EXHIBIT C 1 of 1 154 Exhibit B 524 ---PAGE BREAK--- Plaintiffs-Appellees Defendant-Appellant EXHIBIT D 1 of 155 155 Exhibit B 525 ---PAGE BREAK--- EXHIBIT D 2 of 155 156 Exhibit B 526 ---PAGE BREAK--- Martin v. City of Boise Martin EXHIBIT D 3 of 155 157 Exhibit B 527 ---PAGE BREAK--- Martin Martin EXHIBIT D 4 of 155 158 Exhibit B 528 ---PAGE BREAK--- Martin Martin Martin Martin Martin Martin EXHIBIT D 5 of 155 159 Exhibit B 529 ---PAGE BREAK--- Martin Martin Martin, , Johnson v. Grants Pass Grants Pass Martin EXHIBIT D 6 of 155 160 Exhibit B 530 ---PAGE BREAK--- Martin Grants Pass Boise Boise Boise EXHIBIT D 7 of 155 161 Exhibit B 531 ---PAGE BREAK--- Martin Johnson Martin Martin Grants Pass EXHIBIT D 8 of 155 162 Exhibit B 532 ---PAGE BREAK--- EXHIBIT D 9 of 155 163 Exhibit B 533 ---PAGE BREAK--- EXHIBIT D 10 of 155 164 Exhibit B 534 ---PAGE BREAK--- EXHIBIT D 11 of 155 165 Exhibit B 535 ---PAGE BREAK--- EXHIBIT D 12 of 155 166 Exhibit B 536 ---PAGE BREAK--- Martin v. City of Boise Id. Martin EXHIBIT D 13 of 155 167 Exhibit B 537 ---PAGE BREAK--- See Martin See id. Martin Martin See, e.g. Martin Martin EXHIBIT D 14 of 155 168 Exhibit B 538 ---PAGE BREAK--- Martin Martin EXHIBIT D 15 of 155 169 Exhibit B 539 ---PAGE BREAK--- Id. EXHIBIT D 16 of 155 170 Exhibit B 540 ---PAGE BREAK--- EXHIBIT D 17 of 155 171 Exhibit B 541 ---PAGE BREAK--- Martin v. City of Boise Martin Martin Martin Id. Martin Id. Jones v. City of Los Angeles vacated Martin Id. Martin Martin EXHIBIT D 18 of 155 172 Exhibit B 542 ---PAGE BREAK--- Martin Id. do Martin Id. Inouye v. Kemna Martin Martin Martin v. Boise EXHIBIT D 19 of 155 173 Exhibit B 543 ---PAGE BREAK--- could Martin EXHIBIT D 20 of 155 174 Exhibit B 544 ---PAGE BREAK--- See Martin See, e.g. id. EXHIBIT D 21 of 155 175 Exhibit B 545 ---PAGE BREAK--- EXHIBIT D 22 of 155 176 Exhibit B 546 ---PAGE BREAK--- Martin Martin shall shall may Id. . EXHIBIT D 23 of 155 177 Exhibit B 547 ---PAGE BREAK--- EXHIBIT D 24 of 155 178 Exhibit B 548 ---PAGE BREAK--- Martin Martin Martin Martin Martin EXHIBIT D 25 of 155 179 Exhibit B 549 ---PAGE BREAK--- Hartman v. Summers Foster v. Carson Lance v. Coffman Friends of the Earth, Inc. v. Laidlaw Env’t Servs. (TOC), Inc. O’Shea v. Littleton Martin See Genesis Healthcare Corp. v. EXHIBIT D 26 of 155 180 Exhibit B 550 ---PAGE BREAK--- Martin Martin Friends of the Earth City of Mesquite v. Aladdin’s Castle, Inc. Knox v. Serv. Emps. Int’l Union, Local 1000 Friends of the Earth Martin Martin Martin EXHIBIT D 27 of 155 181 Exhibit B 551 ---PAGE BREAK--- Martin Martin Friends of the Earth Martin sleeping Martin See Bell v. City of Boise EXHIBIT D 28 of 155 182 Exhibit B 552 ---PAGE BREAK--- Martin Juliana v. United States See Renee v. Duncan Id. Id. Id. EXHIBIT D 29 of 155 183 Exhibit B 553 ---PAGE BREAK--- sua sponte Cf. Fort Bend Cty. v. Davis sua sponte EXHIBIT D 30 of 155 184 Exhibit B 554 ---PAGE BREAK--- Susan B. Anthony List v. Driehaus See Bates v. United Parcel Serv., Inc. EXHIBIT D 31 of 155 185 Exhibit B 555 ---PAGE BREAK--- Sosna v. Iowa Franks v. Bowman Transportation Co., Inc. See Bates v. United Parcel Serv., Inc. Sosna Sosna Franks See Sosna id. see Franks See United States Parole Comm’n v. Geraghty See Sosna See Franks See Sosna EXHIBIT D 32 of 155 186 Exhibit B 556 ---PAGE BREAK--- See Cobell v. Jewell EXHIBIT D 33 of 155 187 Exhibit B 557 ---PAGE BREAK--- Patel v. Facebook, Inc. Just Film, Inc. v. Buono Parsons v. Ryan Mazza v. Am. Honda Motor Co., Inc. Wal-Mart Stores, Inc. v. Dukes Gen. Tel. Co. of the Sw. v. Falcon EXHIBIT D 34 of 155 188 Exhibit B 558 ---PAGE BREAK--- Martin Martin Harris v. Palm Springs Alpine Ests., Inc. See Gen. Tel. Co. of the Nw., Inc. v. EEOC See e.g. Lehr v. City of Sacramento Joyce v. City & Cty. of S.F. dismissed as moot Pottinger v. City of Miami EXHIBIT D 35 of 155 189 Exhibit B 559 ---PAGE BREAK--- Harik v. Cal. Teachers Ass’n See Martin EXHIBIT D 36 of 155 190 Exhibit B 560 ---PAGE BREAK--- Wang v. Chinese Daily News, Inc. answers See, e.g. Punishing Homelessness The prevalence of mental disorders among homeless people in high-income countries: An updated systematic review and meta-regression analysis Jail Incarceration, Homelessness, and Mental Health: A National Study EXHIBIT D 37 of 155 191 Exhibit B 561 ---PAGE BREAK--- Wal-Mart Class Certification in the Age of Aggregate Proof Mazza Wal-Mart EXHIBIT D 38 of 155 192 Exhibit B 562 ---PAGE BREAK--- involuntarily Olean Wholesale Grocery Coop., Inc. v. Bumble Bee Foods LLC Id. See also Ruiz Torres v. Mercer Canyons Inc. Olean Id. Cf. McArdle v. City of Ocala See supra EXHIBIT D 39 of 155 193 Exhibit B 563 ---PAGE BREAK--- Staton v. Boeing Co. Parsons i.e. EXHIBIT D 40 of 155 194 Exhibit B 564 ---PAGE BREAK--- Cf. Staton Martin See EXHIBIT D 41 of 155 195 Exhibit B 565 ---PAGE BREAK--- Martin Martin v. Boise Martin Martin Ingraham v. Wright Ingraham Id. Id. Ingraham i.e. Id. Ingraham Id. EXHIBIT D 42 of 155 196 Exhibit B 566 ---PAGE BREAK--- Martin Martin See Martin Martin Ingraham See Martin Ingraham EXHIBIT D 43 of 155 197 Exhibit B 567 ---PAGE BREAK--- Manning v. Caldwell for City of Roanoke Id. Id. i.e. See id. Martin Id. Id. Id. Id. EXHIBIT D 44 of 155 198 Exhibit B 568 ---PAGE BREAK--- Martin Martin Martin Martin Robinson v. California See Williams v. Taylor EXHIBIT D 45 of 155 199 Exhibit B 569 ---PAGE BREAK--- Powell v. Texas See Martin with Martin Martin Martin Id. Martin Id. EXHIBIT D 46 of 155 200 Exhibit B 570 ---PAGE BREAK--- Martin Powell Martin Martin Martin Martin Robinson Powell Martin Robinson Robinson Id. Powell EXHIBIT D 47 of 155 201 Exhibit B 571 ---PAGE BREAK--- Robinson actus reus Powell Id. Id. Powell Id. Marks v. United States Martin Powell Robinson Martin Jones Martin Powell See id. Marks EXHIBIT D 48 of 155 202 Exhibit B 572 ---PAGE BREAK--- Powell e.g. Powell Powell Powell Powell EXHIBIT D 49 of 155 203 Exhibit B 573 ---PAGE BREAK--- Powell Martin No Powell Martin Powell Martin see supra Martin See supra See, e.g. McArdle Martin Butcher v. City of Marysville EXHIBIT D 50 of 155 204 Exhibit B 574 ---PAGE BREAK--- Martin Martin Powell Martin Martin See Martin EXHIBIT D 51 of 155 205 Exhibit B 575 ---PAGE BREAK--- voluntarily Martin See, e.g. Shipp v. Schaaf EXHIBIT D 52 of 155 206 Exhibit B 576 ---PAGE BREAK--- Martin Martin Aitken v. City of Aberdeen Martin Gomes v. Cty. of Kauai Miralle v. City of Oakland Martin Le Van Hung v. Schaaf Martin Martin Martin Martin EXHIBIT D 53 of 155 207 Exhibit B 577 ---PAGE BREAK--- Martin Martin EXHIBIT D 54 of 155 208 Exhibit B 578 ---PAGE BREAK--- Martin EXHIBIT D 55 of 155 209 Exhibit B 579 ---PAGE BREAK--- Martin Martin somewhere Martin Martin Martin Martin Martin Martin v. City of Boise Id Martin Martin Martin EXHIBIT D 56 of 155 210 Exhibit B 580 ---PAGE BREAK--- Martin Martin inter alia id Heck v. Humphrey See Martin Heck Heck Martin See infra Martin EXHIBIT D 57 of 155 211 Exhibit B 581 ---PAGE BREAK--- not Id see also id Heck Martin Id punishments Martin criminalize Martin Robinson v. California Powell v. Texas Martin Robinson id status EXHIBIT D 58 of 155 212 Exhibit B 582 ---PAGE BREAK--- used or possessed behavior Id Powell Robinson Robinson Id Robinson conduct Id Id id arrest id his EXHIBIT D 59 of 155 213 Exhibit B 583 ---PAGE BREAK--- he Id. Powell Robinson Id Id on the occasion in question Id Id see also id Powell Robinson Martin EXHIBIT D 60 of 155 214 Exhibit B 584 ---PAGE BREAK--- Powell Marks v. United States Powell upholding See id see also United States v. Moore Powell Martin had might EXHIBIT D 61 of 155 215 Exhibit B 585 ---PAGE BREAK--- Powell Martin Powell Martin Id Martin Id Martin Id Martin Id Martin Id involuntarily Id Martin EXHIBIT D 62 of 155 216 Exhibit B 586 ---PAGE BREAK--- id Martin do Id Martin Id Martin Id see also id EXHIBIT D 63 of 155 217 Exhibit B 587 ---PAGE BREAK--- See EXHIBIT D 64 of 155 218 Exhibit B 588 ---PAGE BREAK--- EXHIBIT D 65 of 155 219 Exhibit B 589 ---PAGE BREAK--- Martin EXHIBIT D 66 of 155 220 Exhibit B 590 ---PAGE BREAK--- See EXHIBIT D 67 of 155 221 Exhibit B 591 ---PAGE BREAK--- Plains Com. Bank v. Long Family Land & Cattle Co. Summers v. Earth Island Inst. Id imminent certainly impending possible Clapper v. Amnesty Int’l USA EXHIBIT D 68 of 155 222 Exhibit B 592 ---PAGE BREAK--- i.e. Lujan v. Defenders of Wildlife Lujan Id each Corp. v. Cuno See Secretary of the Interior v. California see also Bates v. United Parcel Service, Inc. EXHIBIT D 69 of 155 223 Exhibit B 593 ---PAGE BREAK--- Susan B. Anthony List v. Driehaus prefer Laird v. Tatum See Lopez v. Candaele EXHIBIT D 70 of 155 224 Exhibit B 594 ---PAGE BREAK--- when Lujan cf Driehaus see other continue[s] EXHIBIT D 71 of 155 225 Exhibit B 595 ---PAGE BREAK--- Lujan See then before inter alia further Driehaus Id see EXHIBIT D 72 of 155 226 Exhibit B 596 ---PAGE BREAK--- King v. County of Los Angeles Sosna v. Iowa EXHIBIT D 73 of 155 227 Exhibit B 597 ---PAGE BREAK--- Id Id see also Nielsen v. Preap Bates v. United Parcel Service, Inc. Sosna never See Sosna previously proper see also Bates B.K. ex rel. Tinsley v. Snyder cf NEI Contracting & Eng’g, Inc. v. Hanson Aggregates Pac. SW., Inc. See EXHIBIT D 74 of 155 228 Exhibit B 598 ---PAGE BREAK--- see Kuahulu v. Employers Ins. of Wausau Cf Steel Co. v. Citizens for a Better Env’t B.K. See supra EXHIBIT D 75 of 155 229 Exhibit B 599 ---PAGE BREAK--- A.B. v. Hawaii State Dep’t of Educ. Wal-Mart Stores, Inc. v. Dukes Wal-Mart Martin EXHIBIT D 76 of 155 230 Exhibit B 600 ---PAGE BREAK--- Martin do See supra single place as applied to them Id Martin Id not Id Martin Powell Powell Martin EXHIBIT D 77 of 155 231 Exhibit B 601 ---PAGE BREAK--- Powell id see also supra Martin answers Powell defendant See Powell See see See Martin Powell Martin government voluntariness See See infra EXHIBIT D 78 of 155 232 Exhibit B 602 ---PAGE BREAK--- Wal-Mart Martin Id Wal-Mart wrongfulness only all none Id EXHIBIT D 79 of 155 233 Exhibit B 603 ---PAGE BREAK--- Martin Jamie S. v. Milwaukee Pub. Sch. not classwide liability so that substance Martin Martin EXHIBIT D 80 of 155 234 Exhibit B 604 ---PAGE BREAK--- Martin See See Martin See Martin See Martin not Martin EXHIBIT D 81 of 155 235 Exhibit B 605 ---PAGE BREAK--- involuntarily safe-harbor without Id Martin single place id Martin Powell Martin Martin class definition involuntarily See Martin Martin EXHIBIT D 82 of 155 236 Exhibit B 606 ---PAGE BREAK--- that Martin See no entire Martin See Olean Wholesale Grocery Coop. v. Bumble Bee Foods see also Ruiz Torres v. Mercer Canyons Inc. See Martin EXHIBIT D 83 of 155 237 Exhibit B 607 ---PAGE BREAK--- see because Martin Martin see not other See only every any Olean Olean EXHIBIT D 84 of 155 238 Exhibit B 608 ---PAGE BREAK--- See supra Martin Martin Martin outside i.e. any EXHIBIT D 85 of 155 239 Exhibit B 609 ---PAGE BREAK--- Martin see Martin Powell See See Celotex Corp. v. Catrett EXHIBIT D 86 of 155 240 Exhibit B 610 ---PAGE BREAK--- sole Martin Powell Martin within the City limits voluntariness See supra EXHIBIT D 87 of 155 241 Exhibit B 611 ---PAGE BREAK--- still Martin single place Powell impossible Robinson see Martin Powell Martin EXHIBIT D 88 of 155 242 Exhibit B 612 ---PAGE BREAK--- Martin Martin See See Martin See EXHIBIT D 89 of 155 243 Exhibit B 613 ---PAGE BREAK--- Martin Powell See Miller v. Gammie Martin Martin dicta dissent Martin Marks by those Members who concurred in the judgments Marks Powell not arguendo Martin later see any Martin See EXHIBIT D 90 of 155 244 Exhibit B 614 ---PAGE BREAK--- has See Martin Marks Powell actus reus mens rea Id Martin see also id Martin EXHIBIT D 91 of 155 245 Exhibit B 615 ---PAGE BREAK--- actus reus Robinson Powell Id see also Martin Powell Martin Id Martin Martin EXHIBIT D 92 of 155 246 Exhibit B 616 ---PAGE BREAK--- Johnson v. Grants Pass Grants Pass Martin v. City of Boise Martin Grants Pass Grants Pass EXHIBIT D 93 of 155 247 Exhibit B 617 ---PAGE BREAK--- Martin Grants Pass Martin Grants Pass Grants Pass Grants Pass i.e. i.e. Grants Pass Martin Martin Grants Pass somewhere Id. Martin Grants Pass not EXHIBIT D 94 of 155 248 Exhibit B 618 ---PAGE BREAK--- anywhere somewhere Id. Martin jurisdiction-wide EXHIBIT D 95 of 155 249 Exhibit B 619 ---PAGE BREAK--- EXHIBIT D 96 of 155 250 Exhibit B 620 ---PAGE BREAK--- Grants Pass Grants Pass Id. Grants Pass Id. Grants Pass Id. Grants Pass EXHIBIT D 97 of 155 251 Exhibit B 621 ---PAGE BREAK--- Grants Pass Martin Grants Pass Martin Grants Pass Mahoney v. City of Sacramento Martin Id. Id. Martin Grants Pass Martin Grants Pass Rico v. Ducart EXHIBIT D 98 of 155 252 Exhibit B 622 ---PAGE BREAK--- Mayes v. Biden United States v. Kincade Grants Pass Grants Pass Grants Pass Walker v. Schult See also See failure as a final common pathway to dementia available at See Why Severe Sleep Deprivation Can be Lethal available at EXHIBIT D 99 of 155 253 Exhibit B 623 ---PAGE BREAK--- Grants Pass Olean Wholesale Grocery Coop., Inc. v. Bumble Bee Foods LLC Wal-Mart Stores, Inc. v. Dukes Grants Pass Dukes EXHIBIT D 100 of 155 254 Exhibit B 624 ---PAGE BREAK--- See In re Google Inc. St. View Elec. Commc’ns Litig. Bernstein v. Virgin Am., Inc. Grants Pass Grants Pass Martin EXHIBIT D 101 of 155 255 Exhibit B 625 ---PAGE BREAK--- See Dobbs v. Jackson Women’s Health Org. Grants Pass See United States v. Sineneng-Smith See, e.g., Miller v. Smith Grants Pass Alpha Distrib. Co. of California v. Jack Daniel Distillery Sineneng-Smith EXHIBIT D 102 of 155 256 Exhibit B 626 ---PAGE BREAK--- Trop v. Dulles Kennedy v. Louisiana Graham v. Florida. Grants Pass Grants Pass Grants Pass Grants Pass EXHIBIT D 103 of 155 257 Exhibit B 627 ---PAGE BREAK--- Marks Marks v. United States Martin Grants Pass Marks Martin Grants Pass Marks Marks Martin Manning v. Caldwell for City of Roanoke Marks Grants Pass Powell v. Texas Powell Powell Martin Grants Pass Powell Marks Powell Powell Marks EXHIBIT D 104 of 155 258 Exhibit B 628 ---PAGE BREAK--- Marks Robinson v. California Powell v. State of Texas Robinson Robinson Robinson Id. Robinson Robinson Robinson Robinson Id. Id. EXHIBIT D 105 of 155 259 Exhibit B 629 ---PAGE BREAK--- Robinson Marks Robinson Robinson Ingraham v. Wright Martin Grants Pass Martin Grants Pass Grants Pass Robinson Manning v. Caldwell for City of Roanoke Robinson Id. EXHIBIT D 106 of 155 260 Exhibit B 630 ---PAGE BREAK--- Martin Grants Pass Joel v. City of Orlando Id. Id. Joel Martin Grants Pass Martin Grants Pass Joel Joel Johnson v. City of Dallas, Tex. EXHIBIT D 107 of 155 261 Exhibit B 631 ---PAGE BREAK--- Johnson v. City of Dallas See, e.g. Holder v. Humanitarian L. Project United States v. Sirois Id. United States v. Stenson EXHIBIT D 108 of 155 262 Exhibit B 632 ---PAGE BREAK--- Tobe v. City of Santa Ana Id. Id. Tobe Grants Pass Tobe Manning v. Caldwell for City of Roanoke compelled by [the plaintiffs’] illness otherwise lawful Id. Martin Manning Id. Powell Manning v. Caldwell for City of Roanoke Stenson EXHIBIT D 109 of 155 263 Exhibit B 633 ---PAGE BREAK--- Manning Grants Pass Grants Pass Manning Grants Pass Manning Grants Pass Grants Pass EXHIBIT D 110 of 155 264 Exhibit B 634 ---PAGE BREAK--- Martin Grants Pass Martin Grants Pass Martin Martin See, e.g. Nowhere to Go: The Impacts of City Ordinances Criminalizing Homelessness EXHIBIT D 111 of 155 265 Exhibit B 635 ---PAGE BREAK--- Martin New York City Commissioner Of Social Services Resigns Martin Martin Ingraham v. Wright Grants Pass Martin Grants Pass Grants Pass EXHIBIT D 112 of 155 266 Exhibit B 636 ---PAGE BREAK--- Grants Pass See See EXHIBIT D 113 of 155 267 Exhibit B 637 ---PAGE BREAK--- Dobbs v. Jackson Women’s Health Org. Kahler v. Kansas Powell v. Texas Grants Pass See Martin v. City of Boise Johnson v. City of Grants Pass Boise Boise EXHIBIT D 114 of 155 268 Exhibit B 638 ---PAGE BREAK--- Boise Boise Boise Boise dicta dissent Id. Powell Boise Boise see id. Boise id. Boise Boise Boise Boise EXHIBIT D 115 of 155 269 Exhibit B 639 ---PAGE BREAK--- See Grants Pass Id. Id. See, e.g. Fund for Empowerment v. City of Phoenix Boise Coal. on Homelessness v. City & Cnty. of San Francisco Grants Pass see Grants Pass Boise Grants Pass Boise contra id. Grants Pass EXHIBIT D 116 of 155 270 Exhibit B 640 ---PAGE BREAK--- Id. Boise Id. inter alia Boise Boise Id. Boise see id. Id. inter alia Boise Boise Id. Boise Boise Id. Boise EXHIBIT D 117 of 155 271 Exhibit B 641 ---PAGE BREAK--- Grants Pass Dobbs Id. Grants Pass Id. Grants Pass Kahler modes of punishment Boise Grants Pass Grants Pass EXHIBIT D 118 of 155 272 Exhibit B 642 ---PAGE BREAK--- Dobbs see, e.g. Ingraham v. Wright Kennedy v. Louisiana see also, e.g. Kennedy v. Bremerton Sch. Dist. New York State Rifle & Pistol Ass’n, Inc. v. Bruen Washington v. Glucksberg cruel and unusual punishments inflicted Harmelin v. Michigan id. EXHIBIT D 119 of 155 273 Exhibit B 643 ---PAGE BREAK--- Grants Pass see Boise Kahler modes of punishment Powell actus reus EXHIBIT D 120 of 155 274 Exhibit B 644 ---PAGE BREAK--- Id. Grants Pass never Grants Pass Grants Pass Robinson v. California Powell v. Texas Grants Pass Marks see Marks v. United States EXHIBIT D 121 of 155 275 Exhibit B 645 ---PAGE BREAK--- Robinson Powell Grants Pass Robinson Robinson Robinson Id. Robinson Id. see Manning v. Caldwell for City of Roanoke Robinson Powell Powell Robinson Powell Robinson Robinson id. EXHIBIT D 122 of 155 276 Exhibit B 646 ---PAGE BREAK--- id. Robinson id. Powell Robinson Manning Powell Robinson Boise Id. Grants Pass Powell see Grants Pass Powell Marks Manning Grants Pass Powell Marks Marks Powell Robinson Grants Pass Grants Pass Grants Pass Marks EXHIBIT D 123 of 155 277 Exhibit B 647 ---PAGE BREAK--- Grants Pass Grants Pass Grants Pass Grants Pass Grants Pass See Joel v. City of Orlando EXHIBIT D 124 of 155 278 Exhibit B 648 ---PAGE BREAK--- see also Johnson v. City of Dallas convicted Ingraham See Tobe v. City of Santa Ana Allen v. City of Sacramento Grants Pass see Boise Boise Joel Grants Pass Grants Pass Grants Pass Grants EXHIBIT D 125 of 155 279 Exhibit B 649 ---PAGE BREAK--- Pass Grants Pass Powell See, e.g. United States v. Sirois United States v. Stenson United States v. Black see also supra Grants Pass Robinson Powell Ingraham Grants Pass Manning Robinson Powell EXHIBIT D 126 of 155 280 Exhibit B 650 ---PAGE BREAK--- Grants Pass Boise Grants Pass Grants Pass Boise Grants Pass EXHIBIT D 127 of 155 281 Exhibit B 651 ---PAGE BREAK--- Boise Grants Pass Manning Grants Pass Id. Id. EXHIBIT D 128 of 155 282 Exhibit B 652 ---PAGE BREAK--- See United States v. Lopez Manning Grants Pass EXHIBIT D 129 of 155 283 Exhibit B 653 ---PAGE BREAK--- EXHIBIT D 130 of 155 284 Exhibit B 654 ---PAGE BREAK--- EXHIBIT D 131 of 155 285 Exhibit B 655 ---PAGE BREAK--- The 2022 Annual Homelessness Assessment Report (AHAR) to Congress Rand Survey Finds Homelessness Up 18% in L.A. Hot Spots Where the Official Count Recorded Decreases EXHIBIT D 132 of 155 286 Exhibit B 656 ---PAGE BREAK--- See generally Photos: An Unflinching Look at Homelessness During the Pandemic Car, Van, RV/Camper, Tent, and Makeshift Shelter See Attacked, Abused and Often Forgotten: Women Now Make Up 1 in 3 Homeless People in L.A. County L.A. County Homeless Deaths Surged 56% in Pandemic’s First Year. Overdoses Are Largely to Blame L.A. Typhus Outbreak Adds Fuel to Debates Over Homelessness and Housing Medieval Diseases Are Infecting California’s Homeless EXHIBIT D 133 of 155 287 Exhibit B 657 ---PAGE BREAK--- Homelessness Is Most Urgent Issue in the State 95% of Voters Say Homelessness is L.A.’s Biggest Problem, Times Poll finds. ‘You Can’t Escape It.’ L.A. Voters Angry, Frustrated Over Homeless Crisis, Demand Faster Action, Poll Finds EXHIBIT D 134 of 155 288 Exhibit B 658 ---PAGE BREAK--- Martin v. City of Boise Martin Johnson v. City of Grants Pass Martin Grants Pass See infra EXHIBIT D 135 of 155 289 Exhibit B 659 ---PAGE BREAK--- Martin Grants Pass Martin Grants Pass Martin Grants Pass Martin Martin Martin EXHIBIT D 136 of 155 290 Exhibit B 660 ---PAGE BREAK--- Grants Pass Martin Martin Marks concurred in the judgments Marks v. United States Martin Powell Martin Marks Powell v. Texas Martin see also Grants Pass Marks Powell not EXHIBIT D 137 of 155 291 Exhibit B 661 ---PAGE BREAK--- Marks Martin Powell Martin Martin Id. Martin Powell Martin Grants Pass Powell Robinson v. California Powell Powell Id. Powell EXHIBIT D 138 of 155 292 Exhibit B 662 ---PAGE BREAK--- Id. Powell Id. Rummel v. Estelle see Miller v. Alabama Powell Martin Grants Pass arguendo EXHIBIT D 139 of 155 293 Exhibit B 663 ---PAGE BREAK--- Grants Pass Grants Pass Martin individualized Grants Pass jurisdiction-wide Martin Grants Pass see id. Martin See The Times Podcast: Why Hotel Rooms for L.A.’s Homeless Sit Empty Bass Wants to Bring Homeless People Indoors. Can She Secure Enough Beds? see also In Downtown L.A., Bass’ Plan to Clear Encampments Faces Crime, Addiction and Resistance EXHIBIT D 140 of 155 294 Exhibit B 664 ---PAGE BREAK--- any Martin Martin Grants Pass Grants Pass Grants Pass Id. see also id. EXHIBIT D 141 of 155 295 Exhibit B 665 ---PAGE BREAK--- Id. Grants Pass Grants Pass Grants Pass Grants Pass unavoidable involuntarily Martin Martin Grants Pass Wal- Mart Stores, Inc. v. Dukes EXHIBIT D 142 of 155 296 Exhibit B 666 ---PAGE BREAK--- Id. Grants Pass Id. Id. Id. Id. Id. Olean Wholesale Grocery Coop. v. Bumble Bee Foods EXHIBIT D 143 of 155 297 Exhibit B 667 ---PAGE BREAK--- Grants Pass See Bernstein v. Virgin Am., Inc. Martin Bernstein Bernstein See id. because Either or Martin EXHIBIT D 144 of 155 298 Exhibit B 668 ---PAGE BREAK--- Martin Grants Pass Martin Grants Pass Martin San Francisco Martin See Coal. on Homelessness v. City & Cnty. of San Francisco EXHIBIT D 145 of 155 299 Exhibit B 669 ---PAGE BREAK--- Id. Id. always Id. never Id. sometimes Id. see also id. Id. Grants Pass See id. id. id. id. EXHIBIT D 146 of 155 300 Exhibit B 670 ---PAGE BREAK--- See id. Id. Phoenix Fund for Empowerment v. City of Phoenix Grants Pass Id. Id. Martin Santa Barbara Boring v. Murillo EXHIBIT D 147 of 155 301 Exhibit B 671 ---PAGE BREAK--- Martin See id. Sacramento Mahoney v. City of Sacramento Martin Id. Martin Grants Pass Martin Martin Martin Martin EXHIBIT D 148 of 155 302 Exhibit B 672 ---PAGE BREAK--- Grants Pass Chico Warren v. City of Chico Martin Merriam-Webster Martin Id. Martin Id. Martin Martin Grants Pass . Martin EXHIBIT D 149 of 155 303 Exhibit B 673 ---PAGE BREAK--- Grants Pass Grants Pass Martin v. City of Boise Martin Johnson Martin EXHIBIT D 150 of 155 304 Exhibit B 674 ---PAGE BREAK--- Martin See Johnson v. City of Grants Pass See id Martin See because See EXHIBIT D 151 of 155 305 Exhibit B 675 ---PAGE BREAK--- identify See i.e. central merits issue Martin Martin Martin Martin Martin Olean Wholesale Grocery Coop. v. Bumble Bee Foods Martin Martin Martin EXHIBIT D 152 of 155 306 Exhibit B 676 ---PAGE BREAK--- See see un Martin Johnson Martin Martin Johnson Martin Johnson EXHIBIT D 153 of 155 307 Exhibit B 677 ---PAGE BREAK--- EXHIBIT D 154 of 155 308 Exhibit B 678 ---PAGE BREAK--- Johnson v. City of Grants Pass Martin v. City of Boise Johnson EXHIBIT D 155 of 155 309 Exhibit B 679 ---PAGE BREAK--- EXHIBIT E 1 of 4 310 Exhibit B 680 ---PAGE BREAK--- EXHIBIT E 2 of 4 311 Exhibit B 681 ---PAGE BREAK--- EXHIBIT E 3 of 4 312 Exhibit B 682 ---PAGE BREAK--- EXHIBIT E 4 of 4 313 Exhibit B 683 ---PAGE BREAK--- EXHIBIT F 1 of 1 314 Exhibit B 684 ---PAGE BREAK--- EXHIBIT G 1 of 12 315 Exhibit B 685 ---PAGE BREAK--- EXHIBIT G 2 of 12 316 Exhibit B 686 ---PAGE BREAK--- EXHIBIT G 3 of 12 317 Exhibit B 687 ---PAGE BREAK--- EXHIBIT G 4 of 12 318 Exhibit B 688 ---PAGE BREAK--- EXHIBIT G 5 of 12 319 Exhibit B 689 ---PAGE BREAK--- EXHIBIT G 6 of 12 320 Exhibit B 690 ---PAGE BREAK--- EXHIBIT G 7 of 12 321 Exhibit B 691 ---PAGE BREAK--- EXHIBIT G 8 of 12 322 Exhibit B 692 ---PAGE BREAK--- EXHIBIT G 9 of 12 323 Exhibit B 693 ---PAGE BREAK--- EXHIBIT G 10 of 12 324 Exhibit B 694 ---PAGE BREAK--- EXHIBIT G 11 of 12 325 Exhibit B 695 ---PAGE BREAK--- EXHIBIT G 12 of 12 326 Exhibit B 696 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Clinton Triangle in Southeast Portland (1490 SE Gideon St). Site Services: Individual pods designed with ADA accessibility in mind (doorway ramps added as needed). Pods can also shelter two individuals who seek to be together. Some sites may be set up for RV residency A small number of tent platforms for individuals who may not want to move into a pod right away Meals: Average of one meal per day, plus snack (our experience reveals one meal is enough since not everyone eats the meal; there is typically enough food for those who seek 2 or 3 meals per day) Restrooms and showers, with some ADA-accessible restrooms Laundry access Community space for building connections and meeting with social workers Decompression areas Pet areas Storage space for personal goods Access to public transit/transportation Electricity for phone charging) Wi-fi Designated parking areas Perimeter fencing Regular trash collection and hazardous waste removal Livability enhancements like planter boxes, artwork, etc. Service Provider: Urban Alchemy To support the extensive services at each site, Urban Alchemy (as of July 14) has hired more than 100 people locally. 85 are already active practitioners and 30 are being onboarded to staff the three Portland sites. At each location, Urban Alchemy and the City will provide: 24/7 operations with 1 guest services staff for every 15 guests. Single point of entry and exit for guests at the site with 24/7 check in/out procedures. Daily access to care coordination managers who will help guest navigate the bureaucracy of social services (1 care coordination manager to every 20 guests). Access to medical professionals. Close coordination Multnomah County to use a Built For Zero client-centered public health approach to guide clients through the continuum of care. Referral-based entry system through the City of Portland. Walk-ins will not be allowed. Stay for an indefinite period of time. Though the intention is for an individual to use these sites temporarily before transitioning to other housing or care, there will be no specific time limit regarding length of stay. Key site rules: Alcohol and drugs cannot be consumed in common areas/public spaces. No cooking or fires are allowed. No cooking or fires are allowed. Each guest must agree to community guidelines that emphasize respect for their neighbor. Security: No guns or illegal weapons; any other potential weapon (e.g. pocket knives) will be securely stored before a guest can access the site. If an individual needs to be excluded from a site because a person is a clear / present danger to themselves or others, removal options will include the PPB Behavioral Health Unit and Portland Street Response. Perimeter Area: 24/7 hotline staffed by service provider for complaints or questions about the site or perimeter issues. On-site service provider will monitor an area of approximately 1,000 ft. surrounding the site to engage and communicate with neighbors, engage immediately to new unsanctioned campsites, and report incidents of illegal activities (drug dealing, etc). Light trash cleanup in the 1,000 ft. area and immediate reporting of large amounts of trash to the City’s Impact Reduction Team or Metro RID. Service provider will engage regularly with surrounding residents, clients, businesses, neighborhood associations, and Enhanced Service Districts. Parking: Sites will be chosen with availability of public transit in mind. Sites may include RV / car options. Parking availability and rules will be aligned to reduce impact on the surrounding community. 1 month: May 31 - June 7, 2023 Yes TIME: allows involuntarily homeless persons to camp between the hours of 8 pm and 8 am. After 8 am, the person must dismantle the campsite and all removal personal property until 8 pm. PLACE: The proposed code changes specify several places where camping would be always prohibited. Restrictions includethe pedestrian use zone, 250 feet from a school or childcare center, in the public right-of- way along the High Crash Corridor, and City Parks. MANNER: Prohibits the use of gas heaters in and around campsite, obstructing access to private properties or business adjacent to the public right-of-way, alterations to the ground or infrastructure; environmental damage; accumulation or leaving garbage, debris, unsanitary hazardous material, sewage, or drug paraphernalia. ENFORCEMENT: If at any time, place, or manner restrictions are violated, the proposed code changes give the Portland Police Bureau the ability to issue citations, which they do not issue currently. First or second violation of time, place, and manner restrictions, the person will receive a written warning. Third or subsequent violations have a criminal penalty of a fine of no more than $100 or imprisonment for a period not to exceed 30 days. Portland (963,5067) EXHIBIT H 1 of 12 327 Exhibit B 697 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Dawn to Dawn: Dawn to Dawn (formerly known as Dusk to Dawn) is a low-barrier, drop-in shelter program that provides space where people can stay, keep their belongings, and receive connections to services. Shelter is provided in heated, multi-person tents. Sign up begins at 2 p.m. every day at the Eugene Service Station at 450 Hwy 99N. The Service Station can be reached at (541) 461-8688. Rules and Regulations: Administrative Order 53-17-03F Property provider/site manager shall be resposible forproviding supervision during site operating hours. Site will be occupied no earlier than 4:30 p.m. and no later than 7:30 a.m. in a 24 hour period. Personal property will be stored in compliance with criteria st by the property provider/site manager and must be taken with guests when they vacate the site each day. One or more portable toilets with weekly cleaning,and weekly trash/recycling pick up. Keep the site and sorrounding property free from accumulation of trash or items left beind by guests. Site manager shall maintain a roster of individuals who are authorized to be at the property. No exceeding of the number of people permitted by the City Manager's written authorization. Site manager shall ensure that guests comply with all provisions of these rules, the site agreement, and provisions adopted by City Council. All applicable provisions of federal, state, and local laws will be complied with, including the requirements of the fire code. Dusk to Dawn - Guest Responsibilities: The following activities/items are prohibited from the property: Alcohol; illegal drugs Weapons Illegal activity Open flames, unless approved by the Fire Marshal. Loud music or other disruptive noise Overnight visitors Physical violence, intimidating or threatening behavior or language while on or in the vicinity of the property; damage or harm to the property or property in the surrounding area. Behavior on or near the property that may negatively affect the peace and enjoyment of the property and surrounding property for other overnight sleepers or for neighbors. Children Guests shall be selected by the property provider/site manager and may stay on the property until the property provider/site manager revokes that permission. If permission to remain on the property is revoked, the guest(s) must immediately remove themselves and their property or risk citation for trespassing, having their vehicle towed, at the owner's expense, and their property disposed of. Guests shall deposit all garbage in waste receptacles provided by the property provider/site manager or transport it off site and dispose of it lawfully, and shall keep the area where they are sleeping clean. Guests shall use bathroom facilities provided by the property provider/site manager, or available to the public off-site. Guests must comply with any additional rules or regulations not covered here but established by the property provider/site manager. Dusk to Dawn - Closure of Site by the City Manager. The City Manager may close a site at any time upon determining that allowing camping at a site would create or continue dangerous conditions or a threat to the public health, safety or welfare, or if the property provider/site manager fails to comply with these regulations or the provisions adopted by the City Council. Dawn to Dawn 171 Highway 99 Managed by: St. Vincent dePaul Eugene (177,923) Work Session April 24, 2023 Ordinance 20689 Adopted May 24, 2023 1 month: April 24 - May 24, 2023 Yes Ordinance 20689 TIME: Permitted overnight sleeping Dusk to Dawn Program between the hours of 4:30 pm and 7:30 am. In determining the hors that the City Manager permits persons to sleep overnight at designated sites, the City Manager shall consider, among other things, the seasonal sunset. PLACE: City Manager shall recommend to the City Council proposed sites for the Dustk to Dawn program. Proposed site may not be located in a residential area or close to a school, and must be owned or leased by the City of Eugene, another governmental agency, a religious institution, a non-profit organization, or a business if the business is located on property zoned commercial or industrial. The City Council must approve the site by motion and the City Manager must adopt an administrative rule governing use of the site. If, as an addition to the permitted overnight sleeping program athorized by this subsection (11), daytime support services are available at or near the site, the Dusk to Dawn site may be referred as a Dawn to Dawn site. No person shall camp in or upon the following publicly owned property: Property that is primarily intended for and used by motor vehicles, including but not limited to, the portion of the street between the curbs; Publicly owned parking lots and on-street parking spaces; Property that is intended to provide a buffer between lanes of vehicular traffic or between vehicular traffic and pedestrians, including but not limited to traffic islands and parking strips, if there is not a minimum of 60 inches (5 feet) between the campsite and vehicular traffic; Sidewalks, accessways, and shared-use paths when the minimum width established by the Americans with Disabilities Act (ADA) or the Federal Highway Administration (FHWA) cannot be maintained. For purposes of this section, sidewalks must have a minimum clear width of 48 inches (4 feet), and accessways and shared-use paths must have a minimum clear width of 120 inches (10 feet); Property adjacent to a building if the campsite blocks access to the building's entrance, exit, access ramp, or stairs; For the Willamette River and all other open waterways, property located within 100 feet of top of high bank; and property within 5 feet of ditches, wetlands, and vegetative stormwater quality facilities. For purposes of this section, "top of high bank" means the highest point at which the bank meets the grade of the surrounding topography, characterized by an abrupt or noticeable change from a steeper grade to a less steep grade, and "open waterway" means a natural or human-made creek, stream, pond, or open channel; and, Property within 1000 feet of an educational facility. For purposes of this section, "educational facility" means a public library or a building owned, leased or under the control of a public or private school system, college, university, or licensed daycare or preschool. MANNER: Unless otherwise authorized in the code or by revocable permit, no person shall: Cut or split wood on a street or sidewalk. Carryl, hau, deposit, or discard any rubbish, garbage, debris, human waste, or other refuse upon any street, sidewalk, accessway, or shared-use path exposed so as to be offensive to pedestrians. Give a show, exhibition or performance on a street or sidewalk. Set up or operate a vehicle, stand or place for the display or sale of merchandise, or selll, vend, or display for sale an article in the streets or on the sidewalks or in doorways or stairways of business houses, or in any other place where such activity causes congregation and congestion of people or vehicles on the streets or sidewalks. Place or maintain gasoline pumps or similar devices for vending volatile oils on a street or alley except under a revocable permit from the city manager. Place personal property on a sidewalk, accessway, or shared-use path if the minimum width established by the Americans with Disabilities Act (ADA) or the Federal Highway Administration (FHWA) is not maintained. For purposes of this section, sidewalks must have a minimum clear width of 48 inches (4 feet), and accessways and shared-use paths must have minimum clear width of 120 inches (10 feet). Drain, or cause or permit to be drained, sewage, graywater, or the drainage from a cesspool, septic tank, recreational or camping vehicle waste holding tank or other contaminated source, upon any street, sidewalk, accessway, or shared-use path, the associated stormwater drainage system, or adjacent wetlands. A violation of this section is deemed an immediate risk to public health and safety and, in addition to the issuance of a citation for the violation, a recreational or camping vehicle is subject to immediate impoundment in accordance with EC 5.693-5.980 and the administrative rules adopted pursuant thereto. EXHIBIT H 2 of 12 328 Exhibit B 698 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Part of City Council's Strategic Goal June 2023: Revised Clean- up of unauthorized campsites on public property. Gresham (111,621) TIME: PLACE: No person shall camp on public property or public rights-of-way, other than an area approved by the city for the permitted use and built for the purpose of campgrounds or overnight parks. MANNER: No person in charge of property shall permit camping on such property unless it is occupied and approved as a residential use and the property owner has given written permission to camp, and in no event for more than 72 hours in a 30-day period. Exceptions may be granted under emergency conditions as determined by the manager. ENFORCEMENT: “Persons experiencing homelessness” does not include a person camping on public property or on any public street or right-of-way who has been offered shelter in compliance with State law and City policy. The following provisions apply to persons experiencing homelessness: In accordance with ORS 195.500-530, the City Manager shall adopt an administrative rule developing a policy that recognizes the social nature of the problem of persons experiencing homelessness camping on public property and implement the policy as developed to ensure the most humane treatment for removal of persons experiencing homelessness from campsites on public property. The policy shall, among other things, comply with applicable federal and state law. The Manager shall review the policy annually to ensure compliance with applicable law and prominently post the policy on the City’s website. A person experiencing homelessness shall not be subject to a fine or penalty as stated in section 7.10.165(4) unless that person has first been offered shelter in compliance with applicable law. Amended Policy 12-01 Salem (177,487) May 8: First Reading May 22: Second Reading Less than a month Yes Ordinance 9- 23 TIME: PLACE: Camping Prohibited on Public Property. It is unlawful for any person to camp in or upon: Any public property posted with a “No Camping” sign, Any public right-of-way used for vehicular or bicycle transportation, Within ten (10) feet of the intersection of a street and a driveway or a private pedestrian path, or within ten (10) feet of a building entry, Any area designated as a park in the Salem Park System Master Plan, The interior of any publicly owned building or structure, Public property zoned single-family or multi-family residential or adjacent to those zones, Within 600 feet of an authorized emergency shelter, day center, managed temporary village, or safe parking shelter location, Within the area subject to a Permit of Entry issued by the City, The City Manager or designee, in the Manager’s or designee’s sole discretion, may designate a particular location on public property, or class of public property, where camping is prohibited, including: High vehicular traffic areas, Environmentally sensitive areas, Any area that has become, or is at risk of becoming, a threat to public health or safety due to the chronic establishment of campsites, the proliferation of campsites within the area, or proximity to sensitive uses, such as pre-schools, K-12 and post-secondary schools, or social service providers. Areas or locations where a camping prohibition has been designated shall be posted with a “No Camping” sign. MANNER: Maintain a 36-inch pedestrian path within a public sidewalk, free of any obstruction. EXHIBIT H 3 of 12 329 Exhibit B 699 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Hillsboro (107,299) Advisory group met for three sessions: March 31, April 14, and May 26, 2023 Survey to engage Hillsboro community Ordinance updates presented at two City Council work sessions: May 2 and May 16, 2023 2.5 months: March 31 - June 20, 2023 Yes Ordinance 64- 54 Sites must be operated by: The City of Hillsboro or other local government. OR An organization with at least two year's experience operating sanctioned campsites or emergency shelters. Must be a local housing authority, religious corporation, or public benefit corporation supporting homelessness. OR A nonprofit corporation partnering with local government or an experienced organization as listed above. Conditions There can be no charge for use. Must include sleeping areas, regular trash and recycling service, and restrooms. Must not create unreasonable risk to public health, safety, or welfare The City Manager may create reasonable rules for each campsite, such as: Length of use Hours of operation How many guests are permitted Number of restrooms, trash, and recycling areas Wood Street Provisions: Investments from the City and other partners will make the site capable of hosting a maximum of 30 campers, and the site will have the following facilities and services: Portable restrooms Hand washing station Trash collection service Security fencing 30 designated tent sites Sleeping bags Sleeping pads 24/7 supervision (from Project Homeless Connect) Limited food and bottled water (from Project Homeless Connect) July The City of Hillsboro opened a temporary camping site at 699 SW Wood street near Downtown Hillsboro Managed by: Project Homeless connect oregon.gov/Home/Components/Ne ws/News/12729/1718 TIME: Between the hours of 7 pm to 7 am. PLACE: Persons without shelter are permitted to camp on public ROW within the city or upon other city properties that are outdoors and open to the public. City manager may adopt administrative rules that can limit the actual ROW or portion thereof as well as which city properties may be used for camping. Sanctioned campsites established for camping by individuals and has received written approval from the City manager. MANNER: Administrative rules may limit the manner in which camping may occur. Sanctioned campsites must comply with all applicable laws a regulations and any condition imposed on the operation of the campsite by the manager; must not create unreasonable risk to health or safety or constitute a threat to the public welfare; no direct damage to the environment; no dumping of gray water; no open flames, recreational fires, burning garbage and bonfires; no dumping of hazardous materials; no erecting permanent or temporary structure; no unauthorized connections or taps to electrical or other utilities; no camping within 10 feet from doorways to business entrances or driveways. Camping allowed in the ROW is subject to: camp materials may not obstruct any portion of any street, bike lane, or bike path intended for travel of vehicle, bicycle, pedestrian or other legal mode of travel; camp may not be in any ROW in any location that does not have a curb or other physical barrier separating the camp or camp materials from the area intended for vehicular use; camp may not obstruct portion of sidewalk, multi-use path, or pedestrian path in a manner that results in less than 36 inches of unobstructed area for passage or impairs any access required by the ADA; camp may not be attached to any public or private infrastructure; no caping on any portion of the ROW under or within a bridge. Camping within a vehicle must be parked in areas of the of the ROW where vehicles are permitted to be parked. No parking with or on a planter strip or other areas not intended for parking. No storing outside on the vehicle or the ROW; no obstruction of the sidewalk multi-use path, or pedestrian path in a manner that results in less than 36 inches of unobstructed area for passage or impairs any access required by the ADA; camp may not be attached to any public or private infrastructure; Vehicle camping must comply with all other applicable laws and regulations, including parking and storage restrictions found in the city code or administrative rules. EXHIBIT H 4 of 12 330 Exhibit B 700 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Yes TIME: Camping may only occur for 24 hours at a time in any one location, after 24 hours in on location, the camp and all associated camp materials mut be moved at least one block or 600 feet. PLACE: Camping is not allowed in any area zones Residential (RL, RS, RM, RH) on the City of Bend Zoning Map in effect at that time; within the Waterway Overlay Zone, as determined by the City of Bend Zoning Map and Bend Development Code; any place where camp or camping materials create a physical impediment to emergency or nonemergency ingress, egress, or access to property, private or public, or on public sidewalks or other public ROW; on any vehicle or bicycle lane or roundabout within any public ROW; within 1,000 feet from any safe parking site or shelter approved under the Bend Development Code/ and or applicable provision of State law; on any street or public ROW the City has closed for construction, heavy vehicle use, or other use of the roadway that is incompatible with camping in the ROW, the closure of the street does not have to be for vehicle traffic to close a street to camping. MANNER: Camping, when and where allowed, is subject to the following: Camp or camp materials may not obstruct sidewalk accessibility or passage, clear vision, fire hydrants, City or other utility infrastructure, or otherwise interfere with the use of the ROW for vehicular, pedestrian, bicycle, or other passage. A camp or camping must be limited within a spatial footprint of 12 feet by 12 feet, or 144 square feet. No more than three camps may be set up per block. Individuals may not accumulate, discard, or leave behind garbage, debris ,unsanitary or hazardous materials, or other items of no apparent utility in public ROW, on City property, or on ay adjacent public or private property. Open flames, recreational fires, burning of garbage, bonfires, or other fires, flames, or heating deemed unsafe by Bend Fire and Rescue are prohibited. Types of cooking stoves and there devices for keeping warm are permitted, as allowed by adopted City policies. Dumping of gray water is prohibited. Unauthorized connections or taps to electrical or other utilities, or violations of building, fire, or other relevant codes or standards, are prohibited. Obstruction or attachment of camp materials or personal property to fire hydrants, utility poles or other utility or public infrastructure, fences, trees, vegetation, vehicles, or buildings is prohibited. Individuals may not built or erect structures. storage of personal property other than what is related to camping, sleeping, or keeping warm and dry. Digging, excavation, terracing of soil, alteration of ground or infrastructure, or damage to vegetation or trees is prohibited. Use of emergency power generators that result in a violation of Bend Code 5.50.020(A) is prohibited. All animals must be leashed or crated at all times. Vehicle camping: Bend Code 6.20 governs where and for how long individuals may legally park vehicles on the public ROW, these standards are applicable to al individuals including those who use vehicles for shelter and/or sleeping on public ROW. Vehicle must be legally parked in compliance with the Bend City Code and any applicable policies. No building or erecting of any structures connecting or attaching to vehicles is permitted, including tents that are not designed and manufactured to be attached to a vehicle. Individuals may not accumulate, discard, or leave behind garbage, debris ,unsanitary or hazardous materials, or other items of no apparent utility in public ROW, on City property, or on ay adjacent public or private property. Open flames, recreational fires, burning of garbage, bonfires, or other fires, flames, or heating deemed unsafe by Bend Fire and Rescue are prohibited. Types of cooking stoves and there devices for keeping warm are permitted, as allowed by adopted City policies. Dumping of gray water is prohibited. Storage of material outside vehicle is prohibited, other than what is incidental to activities such as short-term loading and unloading a vehicle. Vehicle must be operational or ready to be towed if designed to be towed, may not be discarded or left inoperable in public ROW or on City property. Use of emergency power generators that result in a violation of Bend Code 5.50.020(A) is prohibited. All animals must be leashed or crated at all times. ENFORCEMENT: After a camp has been in one place for 24 hours or more, the City may post notice at the location that the camp, and all associated camp materials, must be removed no more than 72 hours later and all personal property remaining will be removed. Vehicle camping: Violations will be in accordance with applicable State law and City ordinances and policies, including laws, ordinances, and policies governing towing and impounding vehicles. Bend (103,254) Currently no established site EXHIBIT H 5 of 12 331 Exhibit B 701 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations yes Ordinance 4841 Yes Ordinance 23- 03 TIME: Camping is prohibited between 9 a.m. and 7 p.m. PLACE: Camping is prohibited in: Sensitive lands, such as wetlands, significant habitat areas, and undeveloped park land City parks City parking lots Along SW Burnham Street, SW Main Street, SW Commercial Street and SW Tigard Street between SW Main Street and SW Tiedeman Street Within 500 ft. of houseless services, schools, and freeway entrances/exits Within any vision clearance area around intersections, as indicated in grey in the images below MANNER: How campers may set up their campsites is regulated in several ways, including: Campsite may not obstruct travel Campsite must be 10 ft. from driveways, building entrances/exits, fire hydrants, and other utility infrastructure Campers may not start or maintain a fire or use a gas heater Campers may not dig, excavate, erect/install fixtures, or harm vegetation Campers may not accumulate, discard, or leave behind trash, hazardous materials, or feces Campsites are limited to 12x12 ft. and must be 20 ft. apart from one another Since January 2023 the City engaged the Community Homelessness Assessment and Response Team (CHART) In February and May the Committee for Community Engagement (CCE) was briefed and consulted on the ordinance The Chief's Advisory Panel has been consulted and gave feedback to staff on the direction of the Time, Place, and Manner ordinance Staff held multiple 1-1 and group conversations with neighboring jurisdictions about the status of each community's ordinance and how it can align with their respective ordinances. All feedback has been incorporated into the proposed draft ordinance. May 9, 2023: Staff presented background information, considerations, and recommendations to Council. May 23, 2023 1st Legislative Public Hearing. Tigard (55,762) 5 months: January thru May 23, 2023 4.5 months: January 17 - June 6, 2023 01/17/2023: Council work sessions; 03/07/2023: Council work session; 04/13 - 05/01/2023: Community Survey; 05/16/2023: 1st Public Hearing; 06/06/2023: 2nd Public Hearing Beaverton (97,053) TIME: A person without alternative shelter may camp between the hours of 9:00 p.m. and 7:30 a.m. After 7:30 a.m. a person without alternative shelter must dismantle the campsite and remove all personal property from the campsite. VEHICLE CAMPING: A safe parking program guest may camp in a vehicle in a safe parking site for a continuous period as permitted by the regulations of the safe parking program. PLACE: A person without alternative shelter may camp in or upon the public right-of-way; provided, however, that a person without alternative shelter may not camp in the following places at any time: 1. On city property, except that a safe parking program guest may camp in a vehicle at a city safe parking site. 2. Within 500 feet from a safe parking site, a shelter or a property where homeless services are provided. 3. Within 500 feet from a lot or parcel containing an elementary school, secondary school or a certified child care center. 4. Within 500 feet from a freeway egress or ingress. 5. Within 50 feet of an intersection. 6. Within 10 feet of a fire hydrant. MANNER: 1. A person without alternative shelter may not obstruct pedestrian or vehicular traffic along a public right-of- way or into private property and businesses adjacent to a public right-of-way. For purposes of this subsection, a person without alternative shelter is presumed to obstruct pedestrian traffic if a person reduces the path of travel to less than 36 inches. 2. A person without alternative shelter may not start or maintain any fire for the purpose of burning any combustible material in or around a campsite; or use a gas heater in or around a campsite. 3. A person without alternative shelter may not accumulate, discard or leave behind in or around a campsite any rubbish, trash, garbage, debris or other refuse; any unsanitary or hazardous materials; or any animal or human urine or feces. 4. A person without alternative shelter may not camp within 150 feet of another campsite. 5. A person without alternative shelter may not erect, install, place, leave, or set up any type of fixture or structure of any material or materials in or around a campsite. For purposes of this subsection, a “fixture or structure of any material or materials” does not include a tent, tarpaulin or other similar item used for shelter that is readily portable. 6. A person without alternative shelter may not dig, excavate, terrace soil, alter the ground or infrastructure, cause environmental damage, or damage vegetation or trees in or around a campsite. EXHIBIT H 6 of 12 332 Exhibit B 702 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Lake Oswego (40,108) None None NO Resolution 16-24 A Resolution of the City Council of the City of Lake Oswego Amending the Park Rules (09/20/2016): 17. Overnight Camping. Camping overnight in any Park Property is prohibited, except at places designated for such purposes by the Director. 1 month June 6, 2023: 1st reading - ordinance did not pass unanimously and requires a second reading; July 3, 2023: 2nd reading Keizer (38,704) McMinnville (34,530) May 28, 2023 the Council voted to amend Ordinance 8.36 Yes Ordinance 5064 TIME: For those experiencing homelessness, in areas where camping is not prohibited, persons must relocate within 24 hours after arrival. PLACE: In express recognition of the need for those experiencing homelessness to19 sleep and rest and if they have nowhere else to go, camping is not prohibited in 20 public rights-of-way, except in the following right-of- way areas: Vehicular and bicycle travel lanes and five feet adjacent to such travel lanes. Stormwater facilities. Adjacent to any residential uses. Within 100 feet of any school or daycare facility. Within 100 feet of any church, except for on property that is accommodating camping or camping like activities under ORS 195.520. Within ten (10) feet of the intersection of a street and driveway or a private pedestrian path, or within ten (10) feet of a building entry. Within a five foot clear pedestrian path on any public sidewalk. MANNER: Individuals may not build or erect structures, whether by using plywood, metal, wood materials, pallets, or other materials. Items such as tents and similar items used for shelter that are readily portable are not structures for purposes of this Section. The City Manager may adopt administrative rules or policies governing or guiding enforcement of this Ordinance, including but not limited to ensuring consistent and appropriate enforcement for various circumstances. Upon emergency declaration of the City Council, City Manager or Emergency Manager, other areas may be authorized for limited short-term camping. Upon finding it to be in the public interest, the City Manager or City Council may exempt a special event from compliance with this Section. The City Manager or City Council shall specify the period of time and location covered by the exemption, as well as other reasonable conditions. ENFORCEMENT: Violations of this Ordinance are infractions, and the violators may be cited under the Keizer Civil Infraction Ordinance. The minimum fine is $50. The presumptive fine is $100. The maximum fine is $150. In lieu of or in addition to a fine, the judge may impose other measures, consistent with ORS 153.008, that are reasonably calculated to aid the individual in not engaging in the conduct that led to the citation again in the future. Methods of enforcement for violations of this Ordinance are not exclusive and may consist of multiple enforcement mechanisms where legally authorized and appropriate. However, the intent of the city is to always resolve violations at the lowest possible level, and to engage to seek compliance and solve problems while maintaining the dignity of all involved. To that end, violations of this Ordinance should only result in citations when other means of achieving compliance have been unsuccessful, or are not practicable for the particular situation. Amending Ordinance 2020-812 TIME: Camping allowed on most publicly owned property in McMinnville between the hours of 9:30 p.m. and 6:30 a.m. VEHICLE CAMPING: Sleeping in cars parked on most public property between the hours of 9:30 p.m. and 6:30 a.m. is allowed. PLACE: It is unlawful at all times for any person to establish or occupy a campsite on the following City property: 1. All park areas: 2. All public property located within the boundaries of the McMinnville Urban Renewal Area; 3. All publicly owned or maintained parkin lots; and 4. All public property located within an area zoned for Residential Use under MCC Chapter 17. MANNER: It is legal to use camp stoves and small cooking devices, as long as they are used in a safe manner and in conditions that do not place any person, property or structures in danger. It is against the law to store camp paraphernalia, such as tents, tarps, sleeping bags and other equipment, on the publicly owned property during the day (6:30 a.m. to 9:30 p.m.) It is against the law to camp on private property without the property owner's permission or as sanctioned under MMC 8.36.020 under Temporary Camping Program. Obstructing pedestrians or vehicle travel is against the law (ORS 166.025). This means that people may not: Sit or lay in a manner that blocks passage of another person or vehicles or requires another person or driver to take evasive action to avoid contact. It is against the law to litter (MMC 8.16.168). All property should be treated with respect, regardless of the value of the property and, as a community, we have a right to keep the city beautiful be requiring citizens pick up after themselves. The City's parking code will continue to be enforced under MMC Chapter 10. EXHIBIT H 7 of 12 333 Exhibit B 703 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Grassy Parcel along Southwest Tualatin Road adjacent to the police station. TIME: A person without shelter may camp on outdoor City property as permitted by subsection only if the person complies with all of the following time restrictions. A person may only camp between the hours of 7pm and 7 am. After 7 am, a person without available shelter must dismantle the campsite and remove all personal property and camp materials from the campsite. PLACE: A person without available shelter may not camp in the following places at any time. Within any City-owned or maintained parking lot. Within 500 feet from a public or private elementary school, secondary school, or career school attended primarily by minors. within 500 feet from an egress or ingress toa a freeway. Within 20 feet of a building, including but not limited to residences, commercial buildings and City buildings. Within the Natural Resource Protection Overlay, Wetland Protected Areas, Natural Areas identified in the Parks and Recreation Master Plan, greenways, and landscaped areas on publicly owned land. In the public right-of-way and railroad right-of-way. within municipal grounds and Library Plaza. MANNER: A person without available shelter may camp on City property as permitted by subsection if the person complies with all of the following manner regulations. A person may not accumulate, discard, or leave behind in or around a campsite any rubbish, trash, garbage, debris, or other refuse, unsanitary or hazardous materials, or any animal or human urine and feces. Digging, excavating, terracing of soil or other alteration of City property, or causing environmental damage or damage to vegetation or trees is prohibited. Obstruction or attachment of camp materials to public infrastructure or private property structures, including bridges or bridge infrastructure, fire hydrants, utility poles, streetlights, traffic signals, signs, fences, trees, vegetation, vehicles, or buildings is prohibited. Erecting, installing, placing, leaving, or setting up any type of permanent or temporary fixture or structure of any material or materials in or around a campsite is prohibited. For purposes of this section, a “permanent or temporary fixture or structure” does not include a tent, tarpaulin, or other similar item used for shelter that is readily portable. A campsite must be limited within a spatial footprint of 12 feet by 12 feet, or 144 square ft, and a campsite may not be within 10 feet of another campsite. Multiple persons may camp together in a single campsite, subject to the limitations of this subsection. Unauthorized connections or taps to electrical or other utilities, or violations of building, fire, or other relevant codes or standards are prohibited. Open flames, recreational fires, burning of garbage, and bonfires are prohibited except as specified in Chapter 5-2-040. Camping materials may not create a physical impairment to emergency ingress or egress or emergency response including within 10 feet of any fire hydrant, utility pole, or other utility, fire gate/bollards, or public infrastructure used for emergency response. One month June12, 2023: City Council work session to discuss the draft of the ordinance. June 26, 2023: Consideration of Ordinacne Prohibiting and Regulating camping in Tualatin Tualatin (27,797) Yes Ordinance 1475-23 EXHIBIT H 8 of 12 334 Exhibit B 704 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations TIME: "Overnight" camping means occurring anytime during the hours of closure or between the hours of 7:00 p.m. and 7:00 a.m. PLACE: It is unlawful for any individual to camp at an established campsite, unless otherwise specifically authorized by this section or City council. Any campsite may not create a physical impediment to emergency or nonemergency access to City property or private property. Any campsite may not be set up on City property on a sidewalk that obstructs accessibility, passage, or otherwise interferes with the use of the sidewalk for its designed and intended purpose. It is not unlawful for an individual to camp on City property overnight excluding parks unless there is a designated camping area. MANNER: An established campsite may be authorized, notwithstanding subsection of West Linn Municipal Code, when: the City Manager has declared an emergency. the City has issued an individual a parks permit or special event permit allowing camping in accordance with stated terms and conditions of the permit. A campsite may not obstruct access to fire hydrants, utility poles, or public infrastructure. A campsite may not be located within 10 feet of building entrance, exit, driveway, loading dock, or established park trail. A campsite may not be located within 300 feet of any school or licensed, certified, or authorized childcare center. A campsite may not be located on or within 50 feet of a river or stream.Any campsite must be limited in size to 10 feet by 10 feet. Individuals may not accumulate, discard, or leave behind garbage, debris, unsanitary or hazardous materials, or other materials of no apparent utility on City property or in City right-of-way. Individuals at a campsite may not connect to electrical or other utilities and may not violate any building, fire, or other City codes and standards. Individuals at a campsite may use cooking stoves or other devices to keep warm and dry; however, open flames, recreational fires, burning of garbage, bonfires or other fires are strictly prohibited. Individuals may not dump gray water wastewater from baths or sinks) or black water sewage water) onto City property or any other facility, including storm drains, not intended for gray water or black water disposal. VEHICLE CAMPING: Individuals may use motor vehicles for shelter and to keep warm and dry on City right-of- way to the extent the use complies with the requirements in this section: Motor vehicles are in compliance with the parking regulations set forth in Chapter 6 of the code. Per Section 6.280, Motor vehicles may not be parked at any time upon the southwesterly right of way of Portland Avenue (Oregon State Highway Route 43) within the corporate limits of the City, from a point located at mile post 10.52 (directly opposite the intersection of Holmes Street and Highway 43) to mile post 11.12 (directly opposite the intersection of Holly Street and Highway 43). Motor vehicles must be operational, i.e., capable of being started and driven under their own power, or ready to be towed if designed to be towed, and may not be discarded or left inoperable in the City right-of-way. Individuals may not attach or connect any structures to the motor vehicle, unless such structures are designed for such purposes. Individuals may use cooking stoves or other devices to keep warm and dry; however, open flames, recreational fires, burning of garbage, bonfires or other fires in, on, or around motor vehicles are strictly prohibited. Individuals may not accumulate, discard, or leave behind garbage, debris, unsanitary or hazardous materials, or other materials of no apparent utility around motor vehicles. Individuals may not dump gray water wastewater from baths or sinks) or black water sewage water) onto City property or any other facility, including storm drains, not intended for gray water or black water disposal. West Linn (26,931) April 2023: Infomed the community of the required upcomiong changes through social media and newsletter campains. May 8, 2023: City Council work session, offering public comment. May 15, 2023: Proposed Code read at City Council meeting. June 12, 2023: Present proposed ordinance around removal of any reference to camping in the municipal code (5.115)with no regulation in place for camping. June 20, 2023: Adopted new Code. Two months: April - June 20, 2023 Yes Ordinance 1744 EXHIBIT H 9 of 12 335 Exhibit B 705 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations The City has identified where individuals who are involuntarily homeless may shelter for survival. Designated Area(s). It is prohibited at all times for any person to use City property or City rights-of-way to camp for survival, except at the following location(s). The City designates the following specific locations on the Wilsonville City Hall property located at 29799 SW Town Center Loop East, Wilsonville, Oregon for individuals who are involuntarily homeless to camp, pursuant to the time and manner regulations outlined in WC 10.720 and WC 10.740. Outreach and Education Resource Materials. The City will develop resource material(s), including, but not limited to, Washington County and Clackamas County resources for individuals who are involuntarily homeless and information of the City’s camping for survival regulations. The City will have these educational materials printed in English and Spanish and available to employees, individuals who are involuntarily homeless, service providers, and community members at City facilities commonly utilized by the public. The information will also be provided on the City’s website. County Coordination. The City will coordinate with Clackamas County and Washington County regarding each County’s response to and resources for individuals who are involuntarily homeless. City personnel will provide regular updates to the City Council and community of each County’s resources and projects to address homelessness. Porta potties and sanitation are available at the camps. Wilsonville City Hall property located at 29799 SW Town Center Loop East, Wilsonville, Oregon In the event that the areas and spaces identified are at capacity and an individual who is involuntarily homeless needs a location to shelter for survival, the City Manager may designate additional location(s) as may be necessary pursuant to WC 10.770(2). Such temporary action by the City Manager must be considered for ratification by the City Council at its next regularly scheduled meeting. TIME: Camping is not allowed in Wilsonville, except in the following designated locations, between 9 pm and 7 am. : PLACE: Vehicle camping: in designated spots at City Hall parking lot (29799 SW Town Ctr. Loop Tent camping: in designated area across the street from City Hall parking lot. Except as authorized pursuant to WC 10.770, at all times it is unlawful for any persons to camp or to establish, maintain, or occupy a campsite on City-owned property not identified as a Designated Area, including, but not limited to: All City parks and City parking lots within City parks. All City parking lots, City structures, or other City property not designated for camping in the Administrative Rules, as provided in subsection 2 below. All City rights-of-way, including rights-of-way within and adjacent to areas zoned for residential uses and rights-of-way adjacent to public and private schools and child care facilities. All City sidewalks. All public transit shelters. All City property located in the SROZ. All City property located within 20 feet of a tree designated as a heritage tree in the City’s Heritage Tree program. The City property at the northeast corner of SW Barber Street and SW Kinsman Road (taxlot number 31W14B 00700). Stormwater treatment facilities, including, but not limited to swales, detention ponds, and drainage ways. On areas underneath City-owned rights-of-way or bridges that are not open to the public. On railroad tracks or within 15 feet of railroad tracks. On any City property or City right-of-way that the City has closed to the public due to construction, heavy vehicle or machinery use, or other City or City-sanctioned work that is incompatible with camping in the City right-of-way Designated Area(s). Individuals who are involuntarily homeless may occupy a campsite within the time regulations provided in WC 10.720 and pursuant to the manner regulations in WC 10.740 in the Designated Area(s) identified in the Administrative Rules. For avoidance of doubt, camping is prohibited on all City-owned property and City rights-of-way not designated for camping in the Administrative Rules. MANNER: Camping by individuals who are involuntarily homeless, when and where allowed (see WC 10.720 and 10.730), is subject to all of the following: Individuals, camp materials, camps, or personal property, including shopping carts, may not obstruct sidewalk accessibility or passage, clear vision, fire hydrants, City or other public utility infrastructure, or otherwise interfere with the use of the right-of-way for vehicular, pedestrian, bicycle, or other passage. For campsites other than those contained within a vehicle, the campsite must be limited within a spatial footprint of 10 feet by 10 feet, or 100 square feet. For campsites including a vehicle, the campsite and camp materials must be self-contained within the vehicle. The intent of this section is to allow a person to sleep protected from the elements and maintain the essentials for sheltering, while still allowing others to use public spaces as designed and intended. For campsites located in Designated Area(s), the campsite locations must comply with the spacing requirements identified in the Administrative Rules. Open flames, recreational fires, burning of garbage, bonfires, or other fires, flames, or heating are prohibited. Individuals may not accumulate, discard, or leave behind garbage, debris, unsanitary or hazardous materials, human or animal waste, or other items of no apparent utility in public rights-of-way, on City property, or on any adjacent public or private property. Dumping of gray water wastewater from baths, sinks, and the like) or black water sewage) into any facilities or places not intended for gray water or black water disposal is prohibited. This includes but is not limited to storm drains, which are not intended for disposal of gray water or black water. Unauthorized connections or taps to electrical or other utilities, or violations of building, fire, or other relevant codes or standards, are prohibited. Obstruction or attachment of camp materials or personal property to fire hydrants, utility poles or other utility or public infrastructure, fences, trees, vegetation, vehicles, buildings, or structures is prohibited. Yes Ordinance 879 Resolution 3058 Wilsonville (26,597) EXHIBIT H 10 of 12 336 Exhibit B 706 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Storage of personal property such as vehicle tires, bicycles or associated components (except as needed for an individual’s personal use), gasoline, generators, lumber, household furniture, extra propane tanks, combustible material, shopping carts, or other items or materials is prohibited, other than what is related to camping, sleeping, or keeping warm and dry. (10) Digging, excavation, terracing of soil, alteration of ground or infrastructure, or damage to vegetation or trees is prohibited. (11) All animals must be leashed, crated, or otherwise physically contained at all times. (12) Smoking, vaping, and/or the use or distribution of tobacco or cannabis products is prohibited in Designated Area(s). “Tobacco or cannabis products” includes, but is not limited to, any tobacco cigarette, cigar, pipe tobacco, smokeless tobacco, chewing tobacco, any part of the plant Cannabis family Cannabaceae, or any other form of tobacco or cannabis which may be used for smoking, chewing, inhalation, or other means of ingestion. This regulation does not prohibit the use of prescribed medication when used in accordance with the prescription instructions and when used in location(s) allowed under Oregon law. (13) Alcohol may not be consumed, used, or distributed in Designated Area(s). (14) Controlled substances, as defined in ORS 475.005, may not be consumed, used, manufactured, or distributed in Designated Area(s). (15) Vehicle Camping. Individuals who are involuntarily homeless may use vehicles for shelter and/or sleeping in Designated Area(s) under the following circumstances and subject to the conditions and restrictions provided in subsections through (14) above: The vehicle is legally parked in compliance with the Wilsonville Code. Storage of material outside vehicles is prohibited, other than what is incidental to activities such as short- term (maximum 30 minutes) loading or unloading a vehicle. Vehicles must be operational, i.e., capable of being started and driven under their own power, or ready to be towed if designed to be towed and may not be discarded or left inoperable in public rights-of-way or on City property. Vehicles must be registered and insured, as required by the Oregon Vehicle Code. No building or erecting of any structures connecting or attaching to vehicles is permitted, including tents that are not designed and manufactured to be attached to a vehicle. Connections from vehicles to public or private stormwater, sewer, water, and electrical systems or to vehicles from public or private stormwater, sewer, water, and electrical systems are prohibited. EXHIBIT H 11 of 12 337 Exhibit B 707 ---PAGE BREAK--- City City Council Public Process Duration of Public process Was an Ordinance Adopted What does the Ordinance do Location of Established Camping Site Authorized Camping Site services and regulations Ashland (21,607) The City will provide a portable toilet, a clean-up station, pet waste bag stand and trash waste receptacles at the Dusk to Dawn site. Overnight sleeping is allowed in this newly designated Dusk to Dawn site between the hours of TIME: 7 p.m. and 7:30 a.m., under the following conditions/rules: Guests must vacate the site by 7:30 a.m. and may not return until 7 p.m. each day MANNER: Sleeping space is limited to a 10-feet by 10-feet area allocation for each individual user or companion users of this site. The use of tents or similar temporary overnight cover is allowed within a sleeping space allocation. All camping gear and personal belongings must be contained in a sleeping space allocation and removed from the area by 7:30 a.m. each day. Any camping gear and/or personal belongings of value left on site after 7:30 a.m. will be removed and stored, campers will have 30 days to retrieve belongings. Items determined to pose a health or safety risk to the users of this site are subject to immediate removal and/or disposal. Children must be accompanied by a parent or guardian. Pets: Pets are allowed on-site and must be under their owners control at all time. Pets cannot be left unattended. If a pet is aggressive to other guests or pets, the guest and their pet are subject to immediate removal. Pet owners are required to pick-up after their pets and properly dispose of waste. All dogs six months of age or older must have received a rabies vaccine according to Oregon Health Authority guidelines, [PHONE REDACTED]. Upon request of law enforcement, the owner is obligated to provide proof of the rabies vaccine. Personal Behavior: Guests must treat other guests and members of the public with kindness, dignity, and respect Disrespectful, violent, disruptive, vulgar or combative behavior will not be tolerated, nor will racism or bullying. Campers must respect the allowable space of each camper. All guests must pick up after themselves and their pets and dispose of all refuse, including cigarette butts in the appropriate receptacles provided. Guests must adhere to a noise curfew from 10 p.m. to 7 a.m. Guests must adhere to any posted speed limits and traffic rules while on the property. Unauthorized and Illegal Activities - Unlawful behavior or noncompliance with rules for this site is immediate grounds for removal and future exclusion from access and use of this site, including for the following: No visitors are allowed on this site, only overnight guests. No unlawful weapons of any kind are allowed on this site. No cooking, campfires or open flames are allowed on this site. No illegal drug use, or legal recreational drug use including marijuana and/or alcohol use, is allowed on site. No 1175 E Main Street, Ashland Behind the police station and city council chambers In order to enforce the Prohibited Camping code the City has a location for overnight use and use the Dusk to Dawn site. Ashland Police monitor the site with drive by patrols each evening. Persons found not following the rules are subject to immediate expulsion. Failure to remove personal belongings by 7:30 a.m. constitutes a breach of the rules and expulsion from the Dusk to Dawn sleeping location. EXHIBIT H 12 of 12 338 Exhibit B 708 ---PAGE BREAK--- 82nd OREGON LEGISLATIVE ASSEMBLY--2023 Regular Session Enrolled House Bill 3395 Sponsored by Representatives RAYFIELD, DEXTER, GOMBERG, Senator JAMA; Representatives ANDERSEN, NELSON, Senators ANDERSON, PATTERSON CHAPTER AN ACT Relating to housing; creating new provisions; amending ORS 92.090, 94.550, 100.015, 100.022, 100.105, 100.110, 100.115, 197.303, 197.758, 197.830, 215.427, 227.178 and 458.650 and sections 3 and 4, chapter 639, Oregon Laws 2019, section 3, chapter 18, Oregon Laws 2021, sections 4 and 6, chapter 67, Oregon Laws 2021, and section 23, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001); repealing section 4, chapter 18, Oregon Laws 2021; and declaring an emergency. Be It Enacted by the People of the State of Oregon: RESIDENTIAL USE OF COMMERCIAL LANDS SECTION 1. Section 2 of this 2023 Act is added to and made a part of ORS 197.286 to 197.314. SECTION 2. Notwithstanding an acknowledged comprehensive plan or land use regu- lations, within an urban growth boundary a local government shall allow, on lands zoned to allow only commercial uses and not industrial uses, the siting and development of: Residential structures subject to an affordable housing covenant as provided in ORS 456.270 to 456.295 making each unit affordable to a household with income less than or equal to 60 percent of the area median income as defined in ORS 456.270; or Mixed use structures with ground floor commercial units and residential units subject to an affordable housing covenant as provided in ORS 456.270 to 456.295 making the proper- ties affordable to moderate income households, as defined in ORS 456.270. The local government may only apply those approval standards, conditions and pro- cedures under ORS 197.307, that would be applicable to the residential zone of the local gov- ernment that is most comparable in density to the allowed commercial uses. Development under this section does not: Trigger any requirement that a local government consider or update an analysis as required by a statewide planning goal relating to economic development. Apply on lands where the local government determines that: The development on the property cannot be adequately served by water, sewer, storm water drainage or streets, or will not be adequately served at the time that development on the lot is complete; The property contains a slope of 25 percent or greater; The property is within a 100-year floodplain; or Enrolled House Bill 3395 (HB 3395-B) Page 1 Exhibit C 709 ---PAGE BREAK--- The development of the property is constrained by land use regulations based on statewide land use planning goals relating to: Natural disasters and hazards; or (ii) Natural resources, including air, water, land or natural areas, but not including open spaces. Apply on lands that are vacant or that were added to the urban growth boundary within the last 15 years. RESIDENTIAL APPROVAL PROCEDURES SECTION 3. ORS 215.427 is amended to read: 215.427. Except as provided in subsections and (10) of this section, for land within an urban growth boundary and applications for mineral aggregate extraction, the governing body of a county or its designee shall take final action on an application for a permit, limited land use deci- sion or zone change, including resolution of all appeals under ORS 215.422, within 120 days after the application is deemed complete. The governing body of a county or its designee shall take final action on all other applications for a permit, limited land use decision or zone change, including resolution of all appeals under ORS 215.422, within 150 days after the application is deemed com- plete, except as provided in subsections and (10) of this section. If an application for a permit, limited land use decision or zone change is incomplete, the governing body or its designee shall notify the applicant in writing of exactly what information is missing within 30 days of receipt of the application and allow the applicant to submit the missing information. The application shall be deemed complete for the purpose of subsection of this sec- tion and ORS 197.311 upon receipt by the governing body or its designee of: All of the missing information; Some of the missing information and written notice from the applicant that no other infor- mation will be provided; or Written notice from the applicant that none of the missing information will be provided. If the application was complete when first submitted or the applicant submits additional information, as described in subsection of this section, within 180 days of the date the application was first submitted and the county has a comprehensive plan and land use regulations acknowledged under ORS 197.251, approval or denial of the application shall be based upon the standards and criteria that were applicable at the time the application was first submitted. If the application is for industrial or traded sector development of a site identified under section 12, chapter 800, Oregon Laws 2003, and proposes an amendment to the comprehensive plan, approval or denial of the application must be based upon the standards and criteria that were ap- plicable at the time the application was first submitted, provided the application complies with paragraph of this subsection. On the 181st day after first being submitted, the application is void if the applicant has been notified of the missing information as required under subsection of this section and has not submitted: All of the missing information; Some of the missing information and written notice that no other information will be pro- vided; or Written notice that none of the missing information will be provided. The period set in subsection of this section or the 100-day period set in ORS 197.311 may be extended for a specified period of time at the written request of the applicant. The total of all extensions, except as provided in subsection (10) of this section for mediation, may not exceed 215 days. The period set in subsection of this section applies: Only to decisions wholly within the authority and control of the governing body of the county; and Enrolled House Bill 3395 (HB 3395-B) Page 2 Exhibit C 710 ---PAGE BREAK--- Unless the parties have agreed to mediation as described in subsection (10) of this section or ORS 197.319 Notwithstanding subsection of this section, the period set in subsection of this section and the 100-day period set in ORS 197.311 do not apply to: A decision of the county making a change to an acknowledged comprehensive plan or a land use regulation that is submitted to the Director of the Department of Land Conservation and De- velopment under ORS 197.610[.]; or A decision of a county involving an application for the development of residential structures within an urban growth boundary, where the county has tentatively approved the application and extends these periods by no more than seven days in order to assure the sufficiency of its final order. Except when an applicant requests an extension under subsection of this section, if the governing body of the county or its designee does not take final action on an application for a permit, limited land use decision or zone change within 120 days or 150 days, as applicable, after the application is deemed complete, the county shall refund to the applicant either the unexpended portion of any application fees or deposits previously paid or 50 percent of the total amount of such fees or deposits, whichever is greater. The applicant is not liable for additional governmental fees incurred subsequent to the payment of such fees or deposits. However, the applicant is responsible for the costs of providing sufficient additional information to address relevant issues identified in the consideration of the application. A county may not compel an applicant to waive the period set in subsection of this sec- tion or to waive the provisions of subsection of this section or ORS 197.311 or 215.429 as a condition for taking any action on an application for a permit, limited land use decision or zone change except when such applications are filed concurrently and considered jointly with a plan amendment. (10) The periods set forth in subsections and of this section and ORS 197.311 may be ex- tended by up to 90 additional days, if the applicant and the county agree that a dispute concerning the application will be mediated. SECTION 4. ORS 227.178 is amended to read: 227.178. Except as provided in subsections and (11) of this section, the governing body of a city or its designee shall take final action on an application for a permit, limited land use de- cision or zone change, including resolution of all appeals under ORS 227.180, within 120 days after the application is deemed complete. If an application for a permit, limited land use decision or zone change is incomplete, the governing body or its designee shall notify the applicant in writing of exactly what information is missing within 30 days of receipt of the application and allow the applicant to submit the missing information. The application shall be deemed complete for the purpose of subsection of this sec- tion or ORS 197.311 upon receipt by the governing body or its designee of: All of the missing information; Some of the missing information and written notice from the applicant that no other infor- mation will be provided; or Written notice from the applicant that none of the missing information will be provided. If the application was complete when first submitted or the applicant submits the re- quested additional information within 180 days of the date the application was first submitted and the city has a comprehensive plan and land use regulations acknowledged under ORS 197.251, ap- proval or denial of the application shall be based upon the standards and criteria that were appli- cable at the time the application was first submitted. If the application is for industrial or traded sector development of a site identified under section 12, chapter 800, Oregon Laws 2003, and proposes an amendment to the comprehensive plan, approval or denial of the application must be based upon the standards and criteria that were ap- plicable at the time the application was first submitted, provided the application complies with paragraph of this subsection. Enrolled House Bill 3395 (HB 3395-B) Page 3 Exhibit C 711 ---PAGE BREAK--- On the 181st day after first being submitted, the application is void if the applicant has been notified of the missing information as required under subsection of this section and has not submitted: All of the missing information; Some of the missing information and written notice that no other information will be pro- vided; or Written notice that none of the missing information will be provided. The 120-day period set in subsection of this section or the 100-day period set in ORS 197.311 may be extended for a specified period of time at the written request of the applicant. The total of all extensions, except as provided in subsection (11) of this section for mediation, may not exceed 245 days. The 120-day period set in subsection of this section applies: Only to decisions wholly within the authority and control of the governing body of the city; and Unless the parties have agreed to mediation as described in subsection (11) of this section or ORS 197.319 Notwithstanding subsection of this section, the 120-day period set in subsection of this section and the 100-day period set in ORS 197.311 do not apply to: A decision of the city making a change to an acknowledged comprehensive plan or a land use regulation that is submitted to the Director of the Department of Land Conservation and De- velopment under ORS 197.610[.]; or A decision of a city involving an application for the development of residential struc- tures within an urban growth boundary, where the city has tentatively approved the appli- cation and extends these periods by no more than seven days in order to assure the sufficiency of its final order. Except when an applicant requests an extension under subsection of this section, if the governing body of the city or its designee does not take final action on an application for a permit, limited land use decision or zone change within 120 days after the application is deemed complete, the city shall refund to the applicant, subject to the provisions of subsection of this section, ei- ther the unexpended portion of any application fees or deposits previously paid or 50 percent of the total amount of such fees or deposits, whichever is greater. The applicant is not liable for additional governmental fees incurred subsequent to the payment of such fees or deposits. However, the ap- plicant is responsible for the costs of providing sufficient additional information to address relevant issues identified in the consideration of the application. To obtain a refund under subsection of this section, the applicant may either: Submit a written request for payment, either by mail or in person, to the city or its designee; or Include the amount claimed in a mandamus petition filed under ORS 227.179. The court shall award an amount owed under this section in its final order on the petition. Within seven calendar days of receiving a request for a refund, the city or its designee shall determine the amount of any refund owed. Payment, or notice that no payment is due, shall be made to the applicant within 30 calendar days of receiving the request. Any amount due and not paid within 30 calendar days of receipt of the request shall be subject to interest charges at the rate of one percent per month, or a portion thereof. If payment due under paragraph of this subsection is not paid within 120 days after the city or its designee receives the refund request, the applicant may file an action for recovery of the unpaid refund. In an action brought by a person under this paragraph, the court shall award to a prevailing applicant, in addition to the relief provided in this section, reasonable attorney fees and costs at trial and on appeal. If the city or its designee prevails, the court shall award reasonable attorney fees and costs at trial and on appeal if the court finds the petition to be frivolous. (10) A city may not compel an applicant to waive the 120-day period set in subsection of this section or to waive the provisions of subsection of this section or ORS 197.311 or 227.179 as a Enrolled House Bill 3395 (HB 3395-B) Page 4 Exhibit C 712 ---PAGE BREAK--- condition for taking any action on an application for a permit, limited land use decision or zone change except when such applications are filed concurrently and considered jointly with a plan amendment. (11) The periods set forth in subsections and of this section and ORS 197.311 may be ex- tended by up to 90 additional days, if the applicant and the city agree that a dispute concerning the application will be mediated. SECTION 5. ORS 197.830 is amended to read: 197.830. Review of land use decisions or limited land use decisions under ORS 197.830 to 197.845 shall be commenced by filing a notice of intent to appeal with the Land Use Board of Ap- peals. Except as provided in ORS 197.620, a person may petition the board for review of a land use decision or limited land use decision if the person: Filed a notice of intent to appeal the decision as provided in subsection of this section; and Appeared before the local government, special district or state agency orally or in writing. If a local government makes a land use decision without providing a hearing, except as provided under ORS 215.416 (11) or 227.175 (10), or the local government makes a land use decision that is different from the proposal described in the notice of hearing to such a degree that the notice of the proposed action did not reasonably describe the local government’s final actions, a person adversely affected by the decision may appeal the decision to the board under this section: Within 21 days of actual notice where notice is required; or Within 21 days of the date a person knew or should have known of the decision where no notice is required. If a local government makes a land use decision without a hearing pursuant to ORS 215.416 (11) or 227.175 (10): A person who was not provided notice of the decision as required under ORS 215.416 (11)(c) or 227.175 (10)(c) may appeal the decision to the board under this section within 21 days of receiving actual notice of the decision. A person who is not entitled to notice under ORS 215.416 (11)(c) or 227.175 (10)(c) but who is adversely affected or aggrieved by the decision may appeal the decision to the board under this section within 21 days after the expiration of the period for filing a local appeal of the decision es- tablished by the local government under ORS 215.416 (11)(a) or 227.175 A person who receives notice of a decision made without a hearing under ORS 215.416 (11) or 227.175 (10) may appeal the decision to the board under this section within 21 days of receiving actual notice of the nature of the decision, if the notice of the decision did not reasonably describe the nature of the decision. Except as provided in paragraph of this subsection, a person who receives notice of a decision made without a hearing under ORS 215.416 (11) or 227.175 (10) may not appeal the decision to the board under this section. If a local government makes a limited land use decision which is different from the proposal described in the notice to such a degree that the notice of the proposed action did not reasonably describe the local government’s final actions, a person adversely affected by the decision may appeal the decision to the board under this section: Within 21 days of actual notice where notice is required; or Within 21 days of the date a person knew or should have known of the decision where no notice is required. The appeal periods described in subsections and of this section: May not exceed three years after the date of the decision, except as provided in paragraph of this subsection. May not exceed 10 years after the date of the decision if notice of a hearing or an adminis- trative decision made pursuant to ORS 197.195 or 197.797 is required but has not been provided. Enrolled House Bill 3395 (HB 3395-B) Page 5 Exhibit C 713 ---PAGE BREAK--- Within 21 days after a notice of intent to appeal has been filed with the board under subsection of this section, any person described in paragraph of this subsection may intervene in and be made a party to the review proceeding by filing a motion to intervene and by paying a filing fee of $100. Persons who may intervene in and be made a party to the review proceedings, as set forth in subsection of this section, are: The applicant who initiated the action before the local government, special district or state agency; or Persons who appeared before the local government, special district or state agency, orally or in writing. Failure to comply with the deadline or to pay the filing fee set forth in paragraph of this subsection shall result in denial of a motion to intervene. If a state agency whose order, rule, ruling, policy or other action is at issue is not a party to the proceeding, it may file a brief with the board as if it were a party. The brief shall be due on the same date the respondent’s brief is due and shall be accompanied by a filing fee of $100. A notice of intent to appeal a land use decision or limited land use decision shall be filed not later than 21 days after the date the decision sought to be reviewed becomes final. A notice of intent to appeal plan and land use regulation amendments processed pursuant to ORS 197.610 to 197.625 shall be filed not later than 21 days after notice of the decision sought to be reviewed is mailed or otherwise submitted to parties entitled to notice under ORS 197.615. Failure to include a statement identifying when, how and to whom notice was provided under ORS 197.615 does not render the notice defective. Copies of the notice of intent to appeal shall be served upon the local government, special district or state agency and the applicant of record, if any, in the local gov- ernment, special district or state agency proceeding. The notice shall be served and filed in the form and manner prescribed by rule of the board and shall be accompanied by a filing fee of $300. If a petition for review is not filed with the board as required in subsections (10) and (11) of this section, the board shall award the filing fee to the local government, special district or state agency. (10)(a) Within 21 days after service of the notice of intent to appeal, the local government, spe- cial district or state agency shall transmit to the board the original or a certified copy of the entire record of the proceeding under review. By stipulation of all parties to the review proceeding the record may be shortened. The board may require or permit subsequent corrections to the record; however, the board shall issue an order on a motion objecting to the record within 60 days of re- ceiving the motion. If the board denies a petitioner’s objection to the record, the board may estab- lish a new deadline for the petition for review to be filed that may not be less than 14 days from the later of the original deadline for the brief or the date of denial of the petitioner’s record ob- jection. Within 10 days after service of a notice of intent to appeal, the board shall provide notice to the petitioner and the respondent of their option to enter into mediation pursuant to ORS 197.860. Any person moving to intervene shall be provided such notice within seven days after a motion to intervene is filed. The notice required by this paragraph shall be accompanied by a statement that mediation information or assistance may be obtained from the Department of Land Conservation and Development. (11) A petition for review of the land use decision or limited land use decision and supporting brief shall be filed with the board as required by the board under subsection (13) of this section. (12) The petition shall include a copy of the decision sought to be reviewed and shall state: The facts that establish that the petitioner has standing. The date of the decision. The issues the petitioner seeks to have reviewed. (13)(a) The board shall adopt rules establishing deadlines for filing petitions and briefs and for oral argument. The local government or state agency may withdraw its decision for purposes of re- consideration at any time: Enrolled House Bill 3395 (HB 3395-B) Page 6 Exhibit C 714 ---PAGE BREAK--- Subsequent to the filing of a notice of intent; and Prior to: The date set for filing the record[,]; or[,] (ii) On appeal of a decision under ORS 197.610 to 197.625 or relating to the development of a residential structure, [prior to] the filing of the respondent’s brief[, the local government or state agency may withdraw its decision for purposes of reconsideration]. If a local government or state agency withdraws an order for purposes of reconsideration, it shall, within such time as the board may allow, affirm, modify or reverse its decision. If the petitioner is dissatisfied with the local government or agency action after withdrawal for purposes of reconsideration, the petitioner may refile the notice of intent and the review shall proceed upon the revised order. An amended notice of intent is not required if the local government or state agency, on reconsideration, affirms the order or modifies the order with only minor changes. (14) The board shall issue a final order within 77 days after the date of transmittal of the record. If the order is not issued within 77 days the applicant may apply in Marion County or the circuit court of the county where the application was filed for a writ of mandamus to compel the board to issue a final order. (15) Upon entry of its final order, the board: May, in its discretion, award costs to the prevailing party including the cost of preparation of the record if the prevailing party is the local government, special district or state agency whose decision is under review. Shall award reasonable attorney fees and expenses to the prevailing party against any other party who the board finds presented a position or filed any motion without probable cause to believe the position or motion was well-founded in law or on factually supported information. Shall award costs and attorney fees to a party as provided in ORS 197.843. (16) Orders issued under this section may be enforced in appropriate judicial proceedings. (17)(a) The board shall provide for the publication of its orders that are of general public in- terest in the form it deems best adapted for public convenience. The publications shall constitute the official reports of the board. Any moneys collected or received from sales by the board shall be paid into the Board Publications Account established by ORS 197.832. (18) Except for any sums collected for publication of board opinions, all fees collected by the board under this section that are not awarded as costs shall be paid over to the State Treasurer to be credited to the General Fund. (19) The board shall track and report on its website: The number of reviews commenced, as described in subsection of this section, the number of reviews commenced for which a petition is filed under subsection of this section and, in re- lation to each of those numbers, the rate at which the reviews result in a decision of the board to uphold, reverse or remand the land use decision or limited land use decision. The board shall track and report reviews under this paragraph in categories established by the board. A list of petitioners, the number of reviews commenced and the rate at which the petitioner’s reviews have resulted in decisions of the board to uphold, reverse or remand the land use decision or limited land use decision. A list of respondents, the number of reviews involving each respondent and the rate at which reviews involving the respondent have resulted in decisions of the board to uphold, reverse or re- mand the land use decision or limited land use decision. Additionally, when a respondent is the local government that made the land use decision or limited land use decision, the board shall track whether the local government appears before the board. A list of reviews, and a brief summary of the circumstances in each review, under which the board exercises its discretion to require a losing party to pay the attorney fees of the prevailing party. EMERGENCY SHELTER SITING Enrolled House Bill 3395 (HB 3395-B) Page 7 Exhibit C 715 ---PAGE BREAK--- SECTION 6. Section 4, chapter 18, Oregon Laws 2021, as amended by section 3, chapter 47, Oregon Laws 2022, is repealed. SECTION 7. Section 3, chapter 18, Oregon Laws 2021, is amended to read: Sec. 3. A local government shall approve an application for the development or use of land for an emergency shelter, as defined in [section 2 of this 2021 Act] ORS 197.782, on any property, notwithstanding this chapter or ORS chapter 195, [197,] 197A, 215 or 227 or any statewide [plan] land use planning goal, rule of the Land Conservation and Development Commission or local land use regulation, zoning ordinance, regional framework plan, functional plan or comprehensive plan, if the emergency shelter: Includes sleeping and restroom facilities for clients; Will comply with applicable building codes; Is located inside an urban growth boundary or in an area zoned for rural residential use as defined in ORS 215.501; Will not result in the development of a new building that is sited within an area designated under a statewide planning goal relating to natural disasters and hazards, including flood plains or mapped environmental health hazards, unless the development complies with regulations directly related to the hazard; Has adequate transportation access to commercial and medical services; and Will not pose any unreasonable risk to public health or safety. An emergency shelter allowed under this section must be operated by: A local government as defined in ORS 174.116; An organization with at least two years’ experience operating an emergency shelter using best practices that is: A local housing authority as defined in ORS 456.375; A religious corporation as defined in ORS 65.001; or A public benefit corporation, as defined in ORS 65.001, whose charitable purpose includes the support of homeless individuals, that has been recognized as exempt from income tax under section 501(a) of the Internal Revenue Code [on or before January 1, 2018] for at least three years before the date of the application for a shelter; or A nonprofit corporation partnering with any other entity described in this subsection. An emergency shelter approved under this section: May provide on-site for its clients and at no cost to the clients: Showering or bathing; Storage for personal property; Laundry facilities; Service of food prepared on-site or off-site; Recreation areas for children and pets; Case management services for housing, financial, vocational, educational or physical or be- havioral health care services; or Any other services incidental to shelter. May include youth shelters, winter or warming shelters, day shelters and family violence shelter homes as defined in ORS 409.290. An emergency shelter approved under this section may also provide additional services not described in subsection of this section to individuals who are transitioning from unsheltered homeless status. An organization providing services under this subsection may charge a fee of no more than $300 per month per client and only to clients who are financially able to pay the fee and who request the services. The approval or denial of an emergency shelter under this section may be made without a hearing. Whether or not a hearing is held, the approval or denial is not a land use decision and is subject to review only under ORS 34.010 to 34.100. A reviewing court shall award attorney fees to: Enrolled House Bill 3395 (HB 3395-B) Page 8 Exhibit C 716 ---PAGE BREAK--- A local government, and any intervening applicant, that prevails on the appeal of a local government’s approval; and An applicant that prevails on an appeal of a local government’s denial. An application for an emergency shelter is not subject to approval under this section if, at the time of filing, the most recently completed point-in-time count, as reported to the United States Department of Housing and Urban Development under 24 C.F.R. part 578, in- dicated that the total sheltered and unsheltered homeless population was less than 0.18 per- cent of the state population, based on the latest estimate from the Portland State University Population Research Center. SINGLE EXIT MULTIFAMILY DWELLINGS SECTION 8. On or before October 1, 2025, the Department of Consumer and Business Services shall review and consider updates to the State of Oregon Structural Specialty Code through the Building Codes Structures Board established under ORS 455.132, to allow a res- idential occupancy to be served by a single exit, consistent with the following policies of this state: The reduction, to the extent practicable, of costs and barriers to the construction of midsize multifamily dwellings, including those offering family-size housing with sprinklers on smaller lots, while maintaining safety, public health and the general welfare with respect to construction and occupancy. Encouraging a variety of less expensive housing types that allow single-exit residen- tial buildings under certain circumstances consistent with other adopted building codes. In adopting or considering updates to the building code under this section, the de- partment shall consider regional variation in firefighting capacity and equipment and may make amendments to the code contingent upon a certification by a local fire official that the municipality has sufficient firefighting capacity and equipment. PLANNED COMMUNITY ACT EXEMPTIONS SECTION 9. ORS 94.550 is amended to read: 94.550. As used in ORS 94.550 to 94.783: “Assessment” means any charge imposed or levied by a homeowners association on or against an owner or lot pursuant to the provisions of the declaration or the bylaws of the planned community or provisions of ORS 94.550 to 94.783. “Blanket encumbrance” means a trust deed or mortgage or any other lien or encumbrance, mechanic’s lien or otherwise, securing or evidencing the payment of money and affecting more than one lot in a planned community, or an agreement affecting more than one lot by which the developer holds such planned community under an option, contract to sell or trust agreement. “Class I planned community” means a planned community that: Contains at least 13 lots or in which the declarant has reserved the right to increase the total number of lots beyond 12; and Has an estimated annual assessment, including an amount required for reserves under ORS 94.595, exceeding $10,000 for all lots or $100 per lot based on: For a planned community created on or after January 1, 2002, the initial estimated annual assessment, including a constructive assessment based on a subsidy of the association through a contribution of funds, goods or services by the declarant; or For a planned community created before January 1, 2002, a reasonable estimate of the cost of fulfilling existing obligations imposed by the declaration, bylaws or other governing document as of January 1, 2002. “Class II planned community” means a planned community that: Is not a Class I planned community; Enrolled House Bill 3395 (HB 3395-B) Page 9 Exhibit C 717 ---PAGE BREAK--- Contains at least five lots; and Has an estimated annual assessment exceeding $1,000 for all lots based on: For a planned community created on or after January 1, 2002, the initial estimated annual assessment, including a constructive assessment based on a subsidy of the association through a contribution of funds, goods or services by the declarant; or For a planned community created before January 1, 2002, a reasonable estimate of the cost of fulfilling existing obligations imposed by the declaration, bylaws or other governing document as of January 1, 2002. “Class III planned community” means a planned community that is not a Class I or II planned community. “Common expenses” means expenditures made by or financial liabilities incurred by the homeowners association and includes any allocations to the reserve account under ORS 94.595. “Common property” means any real property or interest in real property within a planned community which is owned, held or leased by the homeowners association or owned as tenants in common by the lot owners, or designated in the declaration or the plat for transfer to the associ- ation. “Condominium” means property submitted to the provisions of ORS chapter 100. “Declarant” means any person who creates a planned community under ORS 94.550 to 94.783. (10) “Declarant control” means any special declarant right relating to administrative control of a homeowners association, including but not limited to: The right of the declarant or person designated by the declarant to appoint or remove an officer or a member of the board of directors; Any weighted vote or special voting right granted to a declarant or to units owned by the declarant so that the declarant will hold a majority of the voting rights in the association by virtue of such weighted vote or special voting right; and The right of the declarant to exercise powers and responsibilities otherwise assigned by the declaration or bylaws or by the provisions of ORS 94.550 to 94.783 to the association, officers of the association or board of directors of the association. (11) “Declaration” means the instrument described in ORS 94.580 which establishes a planned community, and any amendments to the instrument. (12) “Electric vehicle charging station” or “charging station” means a facility designed to de- liver electrical current for the purpose of charging one or more electric motor vehicles. (13) “Electronic meeting” means a meeting that is conducted through telephone, teleconference, video conference, web conference or any other live electronic means where at least one participant is not physically present. (14) “Governing document” means articles of incorporation, bylaws, a declaration or a rule, regulation or resolution that was properly adopted by the homeowners association or any other in- strument or plat relating to common ownership or common maintenance of a portion of a planned community that is binding upon lots within the planned community. (15) “Governing entity” means an incorporated or unincorporated association, committee, person or any other entity that has authority under a governing document to maintain commonly main- tained property, to impose assessments on lots or to act on matters of common concern on behalf of lot owners within the planned community. (16) “Homeowners association” or “association” means the organization of owners of lots in a planned community, created under ORS 94.625, required by a governing document or formed under ORS 94.574. (17) “Majority” or “majority of votes” or “majority of owners” means more than 50 percent of the votes in the planned community. (18) “Mortgagee” means any person who is: A mortgagee under a mortgage; A beneficiary under a trust deed; or The vendor under a land sale contract. Enrolled House Bill 3395 (HB 3395-B) Page 10 Exhibit C 718 ---PAGE BREAK--- (19) “Owner” means the owner of any lot in a planned community, unless otherwise specified, but does not include a person holding only a security interest in a lot. (20) “Percent of owners” or “percentage of owners” means the owners representing the specified voting rights as determined under ORS 94.658. (21)(a) “Planned community” means any subdivision under ORS 92.010 to 92.192 that results in a pattern of ownership of real property and all the buildings, improvements and rights located on or belonging to the real property, in which the owners collectively are responsible for the mainte- nance, operation, insurance or other expenses relating to any property within the planned commu- nity, including common property, if any, or for the exterior maintenance of any property that is individually owned. “Planned community” does not mean: A condominium under ORS chapter 100; A subdivision that is exclusively commercial or industrial; [or] A timeshare plan under ORS 94.803 to 94.945[.]; or A development established on or after January 1, 2024, in which each residential unit is either: Subject to an affordability restriction, including an affordable housing covenant, as defined in ORS 456.270; or (ii) Owned by a public benefit or religious nonprofit corporation. (22) “Purchaser” means any person other than a declarant who, by means of a voluntary trans- fer, acquires a legal or equitable interest in a lot, other than as security for an obligation. (23) “Purchaser for resale” means any person who purchases from the declarant more than two lots for the purpose of resale whether or not the purchaser for resale makes improvements to the lots before reselling them. (24) “Recorded declaration” means an instrument recorded with the recording officer of the county in which the planned community is located that contains covenants, conditions and re- strictions that are binding upon lots in the planned community or that impose servitudes on the real property. (25) “Special declarant rights” means any rights, in addition to the rights of the declarant as a lot owner, reserved for the benefit of the declarant under the declaration or ORS 94.550 to 94.783, including but not limited to: Constructing or completing construction of improvements in the planned community which are described in the declaration; Expanding the planned community or withdrawing property from the planned community under ORS 94.580 and Converting lots into common property; Making the planned community subject to a master association under ORS 94.695; or Exercising any right of declarant control reserved under ORS 94.600. (26) “Successor declarant” means the transferee of any special declarant right. (27) “Turn over” means the act of turning over administrative responsibility pursuant to ORS 94.609 and 94.616. (28) “Unit” means a building or portion of a building located upon a lot in a planned community and designated for separate occupancy or ownership, but does not include any building or portion of a building located on common property. (29) “Votes” means the votes allocated to lots in the declaration under ORS 94.580 REGULATION OF CONDOMINIUMS SECTION 10. ORS 100.015 is amended to read: 100.015. The Real Estate Commissioner has the exclusive right to regulate the submission of property to the provisions of this chapter and may adopt such rules as are necessary for the administration of this chapter. Enrolled House Bill 3395 (HB 3395-B) Page 11 Exhibit C 719 ---PAGE BREAK--- SECTION 11. ORS 100.022 is amended to read: 100.022. Except as provided under ORS 100.015 or explicitly required or allowed under this chapter, a zoning, subdivision, building code or other [real property law,] regulation by a public body, agency rule or local ordinance or regulation may not [prohibit]: Have the effect of prohibiting or restricting the condominium form of ownership; or Impose any restriction or requirement upon a structure, property or development that is submitted or proposed to be submitted to the condominium form of ownership under this chapter that it would not impose upon a structure or development under a different form of ownership[.], including: Any charge, tax or fee; A review or approval process by any person of a declaration, bylaw, plat, articles of incorporation, regulation, resolution or any other document relating to the condominium or the submission of the property or development to the condominium form of ownership; Any additional permitting requirements or conditions of approval of the property or development; or Any other requirements. Except as set forth in this section, no provision of this chapter invalidates or modifies any provision of any zoning, subdivision, building code or other real property use law, ordinance or regu- lation.] Subsection of This section does not prohibit any governmental approval required under this chapter.] SECTION 12. ORS 100.110 is amended to read: 100.110. Before a declaration, supplemental declaration or an amendment thereto may be recorded, it must be approved as provided in this section by the county assessor of the county in which the property is located and the Real Estate Commissioner. Before a declaration, supplemental declaration or, if required under subsection of this section, an amendment thereto may be recorded, it must be approved by the tax collector of the county in which the property is located. A declaration, supplemental declaration or amendment thereto may not be approved unless the requirements of subsections to of this section are met. Approval must be evidenced by execution of the declaration or amendment or by a written approval attached thereto. If the requirements of subsections to of this section are met, the commissioner, county assessor and tax collector, if applicable,[:] shall approve the declaration, supplemental declaration or amendment[; and] May not impose additional requirements not specified in subsections to of this section]. The county assessor of the county in which the property is located shall approve a declara- tion, supplemental declaration or amendment thereto if: The name complies with ORS 100.105 and and The plat complies with the requirements of ORS 100.115 or the plat amendment complies with ORS 100.116. The tax collector of the county in which the property is located shall approve the declaration or supplemental declaration, or an amendment that adds property to the condominium, changes the boundary of a unit or creates an additional unit from all or parts of other units or from all or parts of other units and common elements for which a plat amendment is required under ORS 100.116, if: All ad valorem taxes, special assessments, fees, or other charges required by law to be placed upon the tax roll for the affected units that have or will become a lien upon the property during the tax year have been paid; Advance payment of ad valorem taxes, special assessments, fees or other charges for the affected units that are not on the tax roll and for which payment is required under paragraph of this subsection has been made to the tax collector utilizing the procedures contained in ORS 92.095 and 311.370; and Enrolled House Bill 3395 (HB 3395-B) Page 12 Exhibit C 720 ---PAGE BREAK--- The additional taxes, penalty, and any interest attributable thereto, required because of dis- qualification of the affected units from any special assessment have been paid. Subject to subsection of this section, the commissioner shall approve the declaration or amendment thereto if: The declaration or the amendment thereto complies with the requirements of ORS 100.105 and 100.135 and other provisions of this chapter; The bylaws adopted under ORS 100.410 comply with the requirements of ORS 100.410 and 100.415 and other provisions of this chapter; The plat complies with the requirements of ORS 100.115 or the plat amendment complies with ORS 100.116 and other provisions of this chapter; The declaration is for a conversion condominium and the declarant has submitted: An affidavit that the notice of conversion was given in accordance with ORS 100.305 and that the notice period has expired; An affidavit that the notice of conversion was given in accordance with ORS 100.305 and copies of the written consent of any tenants as provided in ORS 100.305 or a signed statement that no tenants were entitled to notice under ORS 100.305; or Any applicable combination of the requirements of subparagraphs and of this para- graph; A copy of the plat executed by the declarant and prepared in conformance with ORS 100.115 or plat amendment prepared in conformance with ORS 100.116 is submitted; A certification of plat execution, on a form prescribed and furnished by the commissioner, is: Executed by the declarant, the professional land surveyor who signed the surveyor’s certif- icate on the plat, the attorney for the declarant, a representative of the title insurance company that issued the information required under ORS 100.640 or 100.668 or another person au- thorized by the declarant in writing to execute the certification; and Submitted stating that the copy is a true copy of the plat signed by the declarant; and A copy of a reserve study has been submitted, if a disclosure statement was issued under ORS 100.655 and the reserve study was not included pursuant to ORS 100.640 The commissioner shall approve a supplemental declaration if: The supplemental declaration complies with the requirements of ORS 100.120 and other provisions of this chapter; The supplemental plat complies with the requirements of ORS 100.115; The supplemental declaration is for a conversion condominium and the declarant has com- plied with the requirements of subsection of this section; and A copy of the supplemental plat and a certification of plat execution described in subsection and of this section have been submitted. Approval by the commissioner is not required for an amendment to a declaration transferring the right of use of a limited common element pursuant to ORS 100.515 Before the commissioner approves the declaration, supplemental declaration or amendment thereto under this section: The declarant or other person requesting approval shall pay to the commissioner a fee de- termined by the commissioner under ORS 100.670; and For an amendment or supplemental declaration, the Condominium Information Report and the Annual Report described in ORS 100.260 must be designated current by the Real Estate Agency as provided in ORS 100.255 and the fee required under ORS 100.670 must be paid. If the declaration, supplemental declaration or amendment thereto approved by the commis- sioner under subsection or of this section is not recorded in accordance with ORS 100.115 within one year from the date of approval by the commissioner, the approval automatically expires and the declaration, supplemental declaration or amendment thereto must be resubmitted for ap- proval in accordance with this section. The commissioner’s approval must set forth the date on which the approval expires. SECTION 13. ORS 100.115 is amended to read: Enrolled House Bill 3395 (HB 3395-B) Page 13 Exhibit C 721 ---PAGE BREAK--- 100.115. A plat of the land described in the declaration or a supplemental plat described in a supplemental declaration, complying with ORS 92.050, 92.060 and 92.080 and 92.120, shall be recorded simultaneously with the declaration or supplemental declaration. The plat or supple- mental plat shall be titled in accordance with subsection of this section and shall: Show the location of: All buildings and public roads. The location shall be referenced to a point on the boundary of the property; and For a condominium containing units described in ORS 100.020 or the moorage space or floating structure. The location shall be referenced to a point on the boundary of the up- land property regardless of a change in the location resulting from a fluctuation in the water level or flow. Show the designation, location, dimensions and area in square feet of each unit including: For units in a building described in ORS 100.020 the horizontal and vertical boundaries of each unit and the common elements to which each unit has access. The vertical boundaries shall be referenced to a known benchmark elevation or other reference point as ap- proved by the city or county surveyor; For a space described in ORS 100.020 the horizontal boundaries of each unit and the common elements to which each unit has access. If the space is located within a structure, the vertical boundaries also shall be shown and referenced to a known benchmark elevation or other reference point as approved by the city or county surveyor; For a moorage space described in ORS 100.020 the horizontal boundaries of each unit and the common elements to which each unit has access; and For a floating structure described in ORS 100.020 the horizontal and vertical boundaries of each unit and the common elements to which each unit has access. The vertical boundaries shall be referenced to an assumed elevation of an identified point on the floating struc- ture even though the assumed elevation may change with the fluctuation of the water level where the floating structure is moored. Identify and show, to the extent feasible, the location and dimensions of all limited common elements described in the declaration. The plat may not include any statement indicating to which unit the use of any noncontiguous limited common element is reserved. Include a statement, including signature and official seal, of a registered architect, registered professional land surveyor or registered professional engineer certifying that the plat fully and ac- curately depicts the boundaries of the units of the building and that construction of the units and buildings as depicted on the plat has been completed, except that the professional land surveyor who prepared the plat need not affix a seal to the statement. Include a surveyor’s certificate, complying with ORS 92.070, that includes information in the declaration in accordance with ORS 100.105 and a metes and bounds description or other de- scription approved by the city or county surveyor. Include a statement by the declarant that the property and improvements described and de- picted on the plat are subject to the provisions of ORS 100.005 to 100.627. Include such signatures of approval as may be required by local ordinance or regulation.] Include any other information or data not inconsistent with the declaration that the declarant desires to include. If the condominium is a flexible condominium, show the location and dimensions of all variable property identified in the declaration and label the variable property as “WITHDRAWABLE VARIABLE PROPERTY” or “NONWITHDRAWABLE VARIABLE PROPERTY,” with a letter different from those designating a unit, building or other tract of vari- able property. If there is more than one tract, each tract shall be labeled in the same manner. The supplemental plat required under ORS 100.150 shall be recorded simultaneously with the supplemental declaration. The supplemental plat shall be titled in accordance with subsection of this section and shall: Enrolled House Bill 3395 (HB 3395-B) Page 14 Exhibit C 722 ---PAGE BREAK--- Comply with ORS 92.050, 92.060 and 92.080, 92.120 and subsection of this sec- tion. If any property is withdrawn: Show the resulting perimeter boundaries of the condominium after the withdrawal; and Show the information required under subsection of this section as it relates to any remaining variable property. If any property is reclassified, show the information required under subsection to of this section. Include a “Declarant’s Statement” that the property described on the supplemental plat is reclassified or withdrawn from the condominium and that the condominium exists as described and depicted on the plat. Include a surveyor’s certificate complying with ORS 92.070. The title of each supplemental plat described in ORS 100.120 shall include the complete name of the condominium, followed by the additional language specified in this subsection and the appro- priate reference to the stage being annexed or tract of variable property being reclassified. Each supplemental plat for a condominium recorded on or after January 1, 2002, shall be numbered se- quentially and shall: If property is annexed under ORS 100.125, include the words “Supplemental Plat No. : Annexation of Stage or If property is reclassified under ORS 100.150, include the words “Supplemental Plat No. : Reclassification of Variable Property, Tract Upon request of the county surveyor or assessor, the person offering a plat or supplemental plat for recording shall also file an exact copy, certified by the surveyor who made the plat to be an exact copy of the plat, with the county assessor and the county surveyor. The exact copy shall be made on suitable drafting material having the characteristics of strength, stability and transpar- ency required by the county surveyor. Before a plat or a supplemental plat may be recorded, it must be approved by the city or county surveyor as provided in ORS 92.100. Before approving the plat as required by this section, the city or county surveyor shall: Check the boundaries of the plat and units and take measurements and make computations necessary to determine that the plat complies with this section. Determine that the name complies with ORS 100.105 and Determine that the following are consistent: The designation and area in square feet of each unit shown on the plat and the unit desig- nations and areas contained in the declaration in accordance with ORS 100.105 Limited common elements identified on the plat and the information contained in the decla- ration in accordance with ORS 100.105 The description of the property in the surveyor’s certificate included on the plat and the description contained in the declaration in accordance with ORS 100.105 and For a flexible condominium, the variable property depicted on the plat and the identification of the property contained in the declaration in accordance with ORS 100.105 The person offering the plat or supplemental plat for approval shall: Submit a copy of the proposed declaration and bylaws or applicable supplemental declaration at the time the plat is submitted; and Submit the original or a copy of the executed declaration and bylaws or the applicable sup- plemental declaration approved by the commissioner if required by law prior to approval. For performing the services described in subsection to of this section, the city sur- veyor or county surveyor shall collect from the person offering the plat for approval a fee of $150 plus $25 per building. The governing body of a city or county may establish a higher fee by resol- ution or order. SECTION 14. ORS 100.105 is amended to read: 100.105. A declaration must contain: Enrolled House Bill 3395 (HB 3395-B) Page 15 Exhibit C 723 ---PAGE BREAK--- A description of the property, including property on which a unit or a limited common ele- ment is located, whether held in fee simple, leasehold, easement or other interest or combination thereof, that is being submitted to the condominium form of ownership and that conforms to the description in the surveyor’s certificate provided under ORS 100.115 Subject to subsection (11) of this section, a statement of the interest in the property being submitted to the condominium form of ownership, whether fee simple, leasehold, easement or other interest or combination thereof. Subject to subsections and of this section, the name by which the property is known and a general description of each unit and the building or buildings, including the number of stories and basements of each building, the total number of units and the principal materials of which they are constructed. The unit designation, a statement that the location of each unit is shown on the plat, a de- scription of the boundaries and area in square feet of each unit and any other data necessary for proper identification. The area of a unit must be the same as shown for that unit on the plat de- scribed in ORS 100.115 A notice in substantially the following form in at least 12-point type in all capitals or bold- face: NOTICE THE SQUARE FOOTAGE AREAS STATED IN THIS DECLARATION AND THE PLAT ARE BASED ON THE BOUNDARIES OF THE UNITS AS DESCRIBED IN THIS DECLARATION AND MAY VARY FROM THE AREA OF UNITS CALCULATED FOR OTHER PURPOSES. A description of the general common elements. An allocation to each unit of an undivided interest in the common elements in accordance with ORS 100.515 and the method used to establish the allocation. The designation of any limited common elements including: A general statement of the nature of the limited common element; A statement of the unit to which the use of each limited common element is reserved, pro- vided the statement is not a reference to an assignment of use specified on the plat; and The allocation of use of any limited common element appertaining to more than one unit. The method of determining liability for common expenses and right to common profits in ac- cordance with ORS 100.530. The voting rights allocated to each unit in accordance with ORS 100.525 or, in the case of condominium units committed as property in a timeshare plan defined in ORS 94.803, the voting rights allocated in the timeshare instrument. A statement of the general nature of use, residential or otherwise, for which the building or buildings and each of the units is intended. A statement that the designated agent to receive service of process in cases provided in ORS 100.550 is named in the Condominium Information Report which will be filed with the Real Estate Agency in accordance with ORS 100.250 The method of amending the declaration and the percentage of voting rights required to approve an amendment of the declaration in accordance with ORS 100.135. A statement as to whether or not the association of unit owners pursuant to ORS 100.405 and has authority to grant leases, easements, rights of way, licenses and other similar inter- ests affecting the general and limited common elements of the condominium and consent to vacation of roadways within and adjacent to the condominium. Enrolled House Bill 3395 (HB 3395-B) Page 16 Exhibit C 724 ---PAGE BREAK--- If the condominium contains a floating structure described in ORS 100.020 a statement regarding the authority of the board of directors of the association, subject to ORS 100.410, to temporarily relocate the floating structure without a majority vote of affected unit owners. Any restrictions on alienation of units. Any such restrictions created by documents other than the declaration may be incorporated by reference in the declaration to the official records of the county in which the property is located. Any other details regarding the property that the person executing the declaration considers desirable. However, if a provision required to be in the bylaws under ORS 100.415 is included in the declaration, the voting requirements for amending the bylaws also govern the amendment of the provision in the declaration. In the event the declarant proposes to annex additional property to the condominium under ORS 100.125, the declaration also must contain a general description of the plan of development, including: The maximum number of units to be included in the condominium. The date after which any right to annex additional property will terminate. A general description of the nature and proposed use of any additional common elements which declarant proposes to annex to the condominium, if such common elements might substan- tially increase the proportionate amount of the common expenses payable by existing unit owners. A statement that the method used to establish the allocation of undivided interest in the common elements, the method used to determine liability for common expenses and right to common profits and the method used to allocate voting rights for each unit annexed is as stated in the dec- laration in accordance with subsection and of this section. Such other information as the Real Estate Commissioner requires in order to carry out the purposes of this chapter. Unless expressly prohibited by the declaration and subject to the requirements of ORS 100.135 and subsections and (10) of this section: Not later than two years following the termination date specified in subsection of this section, the termination date may be extended for a period not exceeding five years. Before the termination date specified in the declaration or supplemental declaration under subsection of this section, the termination date may be extended for a period not exceeding five years. The general description under subsection of this section and the information included in the declaration or supplemental declaration in accordance with subsection and of this section may be changed by an amendment to the declaration or supplemental declaration and plat or supplemental plat. The information included in the declaration or supplemental declaration in accordance with subsection and of this section and subsection and of this section may not be changed unless all owners agree to the change and an amendment to the declaration or supplemental declaration and, if applicable, the plat or supplemental plat are recorded in accordance with this chapter. The name of the property shall include the word “condominium” or “condominiums” or the words “a condominium.” A condominium may not bear a name which is the same as or deceptively similar to the name of any other, different condominium located in the same county. If the condominium is a flexible condominium containing variable property, the declaration shall also contain a general description of the plan of development, including: A statement that the rights provided for under ORS 100.150 are being reserved. A statement: Of any limitations on rights reserved under ORS 100.150 including whether the consent of any unit owner is required, and if so, a statement of the method by which the consent is ascer- tained; or That there are no limitations on rights reserved under ORS 100.150 Enrolled House Bill 3395 (HB 3395-B) Page 17 Exhibit C 725 ---PAGE BREAK--- A statement of the total number of tracts of variable property within the condominium, in- cluding: A designation of each tract as withdrawable variable property or nonwithdrawable variable property; Identification of each variable tract by a label in accordance with ORS 100.115 A statement of the method of labeling each tract depicted on the plat in accordance with ORS 100.115 and A statement of the total number of tracts of each type of variable property. The termination date, which is the date after which any right reserved under ORS 100.150 will terminate, and a statement of the circumstances, if any, that will terminate any right on or before the date specified. Subject to ORS 100.120, the termination date from the date of recording of the conveyance of the first unit in the condominium to a person other than the declarant may not exceed: Twenty years, only if a condominium consists, or may consist if the condominium is a flexi- ble condominium, exclusively of units to be used for nonresidential purposes; or Seven years. The maximum number of units that may be created. A statement that the method used to establish the allocations of undivided interest in the common elements, the method used to determine liability for common expenses and right to common profits and the method used to allocate voting rights as additional units are created is the same as stated in the declaration in accordance with subsection and of this section. A general description of all existing improvements and the nature and proposed use of any improvements that may be made on variable property if the improvements might substantially in- crease the proportionate amount of the common expenses payable by existing unit owners. A statement of whether or not the declarant reserves the right to create limited common elements within any variable property, and if so, a general description of the types that may be created. A statement that the plat shows the location and dimensions of all withdrawable variable property that is labeled “WITHDRAWABLE VARIABLE PROPERTY.” A statement that if by the termination date all or a portion of the withdrawable variable property has not been withdrawn or reclassified, the withdrawable variable property is automat- ically withdrawn from the condominium as of the termination date. A statement of the rights of the association under ORS 100.155 A statement of whether or not all or any portion of the variable property may not be with- drawn from the condominium and, if so, with respect to the nonwithdrawable variable property: A statement that the plat shows the location and dimensions of all nonwithdrawable variable property that is labeled “NONWITHDRAWABLE VARIABLE PROPERTY.” A description of all improvements that may be made and a statement of the intended use of each improvement. A statement that, if by the termination date all or a portion of the variable property desig- nated as “nonwithdrawable variable property” has not been reclassified, the property is automat- ically reclassified as of the termination date as a general common element of the condominium and any interest in the property held for security purposes is automatically extinguished by the classi- fication. A statement of the rights of the association under ORS 100.155 A statement by the local governing body or appropriate department thereof that the with- drawal of any variable property designated as “withdrawable variable property” in the declaration in accordance with paragraph of this subsection, will not violate any applicable planning or zoning regulation or ordinance. The statement may be attached as an exhibit to the declaration. The plan of development for any variable property included in the declaration or any sup- plemental declaration of any stage in accordance with subsection of this section is subject to any Enrolled House Bill 3395 (HB 3395-B) Page 18 Exhibit C 726 ---PAGE BREAK--- plan of development included in the declaration in accordance with subsection of this section, except that the time limitation specified in subsection of this section governs any right re- served under ORS 100.150 with respect to any variable property. The information included in the declaration in accordance with subsection and of this section may not be deleted by amendment. (10)(a) Approval by the unit owners is not required for a declarant to redesignate withdrawable variable property as “nonwithdrawable variable property” under ORS 100.150 by supplemental declaration and supplemental plat, for any reason, including if the redesignation is required by the local governing body to comply with any planning or zoning regulation or ordinance. If as a result of a redesignation under paragraph of this subsection, the information re- quired to be included in the supplemental declaration under subsection of this section is inconsistent with the information included in the declaration or supplemental declaration in ac- cordance with subsection of this section, an amendment to the declaration or supplemental declaration and plat or supplemental plat approved by at least 75 percent of owners is required. (11) The statement of an interest in property other than fee simple submitted to the condomin- ium form of ownership and any easements, rights or appurtenances belonging to property submitted to the condominium form of ownership, whether leasehold or fee simple, must include: A reference to the recording index numbers and date of recording of the instrument creating the interest; or A reference to the law, administrative rule, ordinance or regulation that creates the interest if the interest is created under law, administrative rule, ordinance or regulation and not recorded in the office of the recording officer of the county in which the property is located. SUBDIVIDING FOR DEVELOPMENT OF AFFORDABLE HOUSING SECTION 15. ORS 92.090 is amended to read: 92.090. Subdivision plat names shall be subject to the approval of the county surveyor or, in the case where there is no county surveyor, the county assessor. No tentative subdivision plan or subdivision plat of a subdivision shall be approved which bears a name similar to or pronounced the same as the name of any other subdivision in the same county, unless the land platted is contiguous to and platted by the same party that platted the subdivision bearing that name or unless the party files and records the consent of the party that platted the contiguous subdivision bearing that name. All subdivision plats must continue the lot numbers and, if used, the block numbers of the subdivi- sion plat of the same name last filed. On or after January 1, 1992, any subdivision submitted for final approval shall not use block numbers or letters unless such subdivision is a continued phase of a previously recorded subdivision, bearing the same name, that has previously used block numbers or letters. No tentative plan for a proposed subdivision and no tentative plan for a proposed partition shall be approved unless: The streets and roads are laid out so as to conform to the plats of subdivisions and partitions already approved for adjoining property as to width, general direction and in all other respects un- less the city or county determines it is in the public interest to modify the street or road pattern. Streets and roads held for private use are clearly indicated on the tentative plan and all reservations or restrictions relating to such private roads and streets are set forth thereon. The tentative plan complies with the applicable zoning ordinances and regulations and the ordinances or regulations adopted under ORS 92.044 that are then in effect for the city or county within which the land described in the plan is situated. No plat of a proposed subdivision or partition shall be approved unless: Streets and roads for public use are dedicated without any reservation or restriction other than reversionary rights upon vacation of any such street or road and easements for public or pri- vate utilities. Enrolled House Bill 3395 (HB 3395-B) Page 19 Exhibit C 727 ---PAGE BREAK--- Streets and roads held for private use and indicated on the tentative plan of such subdivision or partition have been approved by the city or county. The subdivision or partition plat complies with any applicable zoning ordinances and regu- lations and any ordinance or regulation adopted under ORS 92.044 that are then in effect for the city or county within which the land described in the subdivision or partition plat is situated. The subdivision or partition plat is in substantial conformity with the provisions of the ten- tative plan for the subdivision or partition, as approved. The subdivision or partition plat contains a donation to the public of all common improve- ments, including but not limited to streets, roads, parks, sewage disposal and water supply systems, the donation of which was made a condition of the approval of the tentative plan for the subdivision or partition. Explanations of all common improvements required as conditions of approval of the tentative plan of the subdivision or partition have been recorded and referenced on the subdivision or parti- tion plat. Subject to any standards and procedures adopted pursuant to ORS 92.044, no plat of a sub- division shall be approved by a city or county unless the city or county has received and accepted: A certification by a city-owned domestic water supply system or by the owner of a privately owned domestic water supply system, subject to regulation by the Public Utility Commission of Oregon, that water will be available to the lot line of each and every lot depicted in the proposed subdivision plat; A bond, irrevocable letter of credit, contract or other assurance by the subdivider to the city or county that a domestic water supply system will be installed by or on behalf of the subdivider to the lot line of each and every lot depicted in the proposed subdivision plat[; and the amount of any such bond, irrevocable letter of credit, contract or other assurance by the subdivider shall be] in an amount determined by a registered professional engineer, subject to any change in such amount as determined necessary by the city or county; or [In lieu of paragraphs and of this subsection,] A statement that no domestic water supply facility will be provided to the purchaser of any lot depicted in the proposed subdivision plat, even though a domestic water supply source may exist. A copy of any such statement, signed by the subdivider and indorsed by the city or county, shall be filed by the subdivider with the Real Estate Commissioner and shall be included by the commissioner in any public report made for the subdi- vision under ORS 92.385. If the making of a public report has been waived or the subdivision is otherwise exempt under the Oregon Subdivision Control Law, the subdivider shall deliver a copy of the statement to each prospective purchaser of a lot in the subdivision at or prior to the signing by the purchaser of the first written agreement for the sale of the lot. The subdivider shall take a signed receipt from the purchaser upon delivery of such a statement, shall immediately send a copy of the receipt to the commissioner and shall keep any such receipt on file in this state, subject to inspection by the commissioner, for a period of three years after the date the receipt is taken. Subject to any standards and procedures adopted pursuant to ORS 92.044, no plat of a sub- division shall be approved by a city or county unless the city or county has received and accepted: A certification by a city-owned sewage disposal system or by the owner of a privately owned sewage disposal system that is subject to regulation by the Public Utility Commission of Oregon that a sewage disposal system will be available to the lot line of each and every lot depicted in the proposed subdivision plat; A bond, irrevocable letter of credit, contract or other assurance by the subdivider to the city or county that a sewage disposal system will be installed by or on behalf of the subdivider to the lot line of each and every lot depicted on the proposed subdivision plat[; and the amount of such bond, irrevocable letter of credit, contract or other assurance shall be] in an amount determined by a registered professional engineer, subject to any change in such amount as the city or county considers necessary; or [In lieu of paragraphs and of this subsection,] A statement that no sewage disposal facility will be provided to the purchaser of any lot depicted in the proposed subdivision plat, where Enrolled House Bill 3395 (HB 3395-B) Page 20 Exhibit C 728 ---PAGE BREAK--- the Department of Environmental Quality has approved the proposed method or an alternative method of sewage disposal for the subdivision in its evaluation report described in ORS 454.755 A copy of any such statement, signed by the subdivider and indorsed by the city or county shall be filed by the subdivider with the Real Estate Commissioner and shall be included by the commissioner in the public report made for the subdivision under ORS 92.385. If the making of a public report has been waived or the subdivision is otherwise exempt under the Oregon Subdivision Control Law, the subdivider shall deliver a copy of the statement to each prospective purchaser of a lot in the subdivision at or prior to the signing by the purchaser of the first written agreement for the sale of the lot. The subdivider shall take a signed receipt from the purchaser upon delivery of such a statement, shall immediately send a copy of the receipt to the commissioner and shall keep any such receipt on file in this state, subject to inspection by the commissioner, for a period of three years after the date the receipt is taken. A city or county shall accept as other assurance, as used in subsections and of this section, one or more award letters from public funding sources made to a sub- divider who is subdividing the property to develop affordable housing, that is or will be sub- ject to an affordability restriction as defined in ORS 456.250 or an affordable housing covenant as defined in ORS 456.270, if the awards total an amount greater than the project cost. Subject to any standards and procedures adopted pursuant to ORS 92.044, no plat of a subdivision or partition located within the boundaries of an irrigation district, drainage district, water control district, water improvement district or district improvement company shall be ap- proved by a city or county unless the city or county has received and accepted a certification from the district or company that the subdivision or partition is either entirely excluded from the district or company or is included within the district or company for purposes of receiving services and subjecting the subdivision or partition to the fees and other charges of the district or company. SINGLE ROOM OCCUPANCIES SECTION 16. Section 17 of this 2023 Act and ORS 197.758 are added to and made a part of ORS 197.286 to 197.314. SECTION 17. As used in this section “single room occupancy” means a residential development with no fewer than four attached units that are independently rented and lockable and provide living and sleeping space for the exclusive use of an occupant, but re- quire that the occupant share sanitary or food preparation facilities with other units in the occupancy. Within an urban growth boundary, each local government shall allow the development of a single room occupancy: With up to six units on each lot or parcel zoned to allow for the development of a detached single-family dwelling; and With the number of units consistent with the density standards of a lot or parcel zoned to allow for the development of residential dwellings with five or more units. SECTION 18. ORS 197.303, as amended by section 27, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001), is amended to read: 197.303. As used in ORS 197.296 and this section, “needed housing” means all housing on land zoned for residential use or mixed residential and commercial use that is determined to meet the need shown for housing within an urban growth boundary at price ranges and rent levels that are affordable to households within the county with a variety of incomes, including but not limited to households with low incomes, very low incomes and extremely low incomes, as those terms are defined by the United States Department of Housing and Urban Development under 42 U.S.C. 1437a. “Needed housing” includes the following housing types: Attached and detached single-family housing, middle housing types as described in ORS 197.758 and multiple family housing for both owner and renter occupancy; Enrolled House Bill 3395 (HB 3395-B) Page 21 Exhibit C 729 ---PAGE BREAK--- Government assisted housing; Mobile home or manufactured dwelling parks as provided in ORS 197.475 to 197.490; Manufactured homes on individual lots planned and zoned for single-family residential use that are in addition to lots within designated manufactured dwelling subdivisions; Agriculture workforce housing; Housing for individuals with a variety of disabilities related to mobility or communications that require accessibility features; Housing for older persons, as defined in ORS 659A.421; [and] Housing for college or university students, if relevant to the region[.]; and Single room occupancies as defined in section 17 of this 2023 Act. For the purpose of estimating housing needs, as described in ORS 197.296 Metro shall adopt findings and perform an analysis that estimates each of the following factors: Projected needed housing units over the next 20 years; Current housing underproduction; Housing units needed for people experiencing homelessness; and Housing units projected to be converted into vacation homes or second homes during the next 20 years. At the time Metro performs the analysis under subsection of this section, Metro shall allocate a housing need for each city within Metro. In making an allocation under subsection of this section, Metro shall consider: The forecasted population growth under ORS 195.033 or 195.036; The forecasted regional job growth; An equitable statewide distribution of housing for income levels described in section 2 chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001) [of this 2023 Act]. The estimates made under subsection of this section; and The purpose of the Oregon Housing Needs Analysis under section 1 chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001) [of this 2023 Act]. Metro shall make the estimate described in subsection of this section using a shorter time period than since the last review under ORS 197.296 if Metro finds that the shorter time period will provide more accurate and reliable data related to housing need. The shorter time period may not be less than three years. Metro shall use data from a wider geographic area or use a time period longer than the time period described in subsection of this section if the analysis of a wider geographic area or the use of a longer time period will provide more accurate, complete and reliable data relating to trends affecting housing need than an analysis performed pursuant to subsection of this section. Metro must clearly describe the geographic area, time frame and source of data used in an estimate per- formed under this subsection. Subsection and of this section does not apply to a city with a population of less than 2,500. Metro may take an exception under ORS 197.732 to the definition of “needed housing” in subsection of this section in the same manner that an exception may be taken under the goals. SECTION 18a. If House Bill 2889 becomes law, section 18 of this 2023 Act (amending ORS 197.303) is repealed and ORS 197.303, as amended by section 27, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001), and section 14, chapter Oregon Laws 2023 (Enrolled House Bill 2889), is amended to read: 197.303. As used in ORS 197.296 and this section, “needed housing” means all housing on land zoned for residential use or mixed residential and commercial use that is determined to meet the need shown for housing within an urban growth boundary at price ranges and rent levels that are affordable to households within the county with a variety of incomes, including but not limited to households with low incomes, very low incomes and extremely low incomes, as those terms are defined by the United States Department of Housing and Urban Development under 42 U.S.C. 1437a. “Needed housing” includes the following housing types: Enrolled House Bill 3395 (HB 3395-B) Page 22 Exhibit C 730 ---PAGE BREAK--- Attached and detached single-family housing, middle housing types as described in ORS 197.758 and multiple family housing for both owner and renter occupancy; Government assisted housing; Mobile home or manufactured dwelling parks as provided in ORS 197.475 to 197.490; Manufactured homes on individual lots planned and zoned for single-family residential use that are in addition to lots within designated manufactured dwelling subdivisions; [and] Agriculture workforce housing[.]; and Single room occupancies as defined in section 17 of this 2023 Act. For the purpose of estimating housing needs, as described in ORS 197.296 Metro shall adopt findings and perform an analysis that estimates each of the following factors: Projected needed housing units over the next 20 years; Current housing underproduction; Housing units needed for people experiencing homelessness; and Housing units projected to be converted into vacation homes or second homes during the next 20 years. Metro shall make the estimate described in subsection of this section using a shorter time period than since the last review under ORS 197.296 if Metro finds that the shorter time period will provide more accurate and reliable data related to housing need. The shorter time period may not be less than three years. Metro shall use data from a wider geographic area or use a time period longer than the time period described in subsection of this section if the analysis of a wider geographic area or the use of a longer time period will provide more accurate, complete and reliable data relating to trends affecting housing need than an analysis performed pursuant to subsection of this section. Metro must clearly describe the geographic area, time frame and source of data used in an estimate per- formed under this subsection. Subsection and of this section does not apply to a city with a population of less than 2,500. Metro may take an exception under ORS 197.732 to the definition of “needed housing” in subsection of this section in the same manner that an exception may be taken under the goals. SECTION 19. Section 23, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001), is amended to read: Sec. 23. As used in ORS 197.286 to 197.314, and except as provided in subsection of this section: “Needed housing” means housing by affordability level, as described in section 2 chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001) [of this 2023 Act], type, characteristics and lo- cation that is necessary to accommodate the city’s allocated housing need over the 20-year planning period in effect when the city’s housing capacity is determined. “Needed housing” includes the following housing types: Detached single-family housing, middle housing types as described in ORS 197.758 and multifamily housing that is owned or rented; Government assisted housing; Mobile home or manufactured dwelling parks as provided in ORS 197.475 to 197.490; Manufactured homes on individual lots planned and zoned for single-family residential use that are in addition to lots within designated manufactured dwelling subdivisions; Housing for agricultural workers; Housing for individuals with a variety of disabilities, related to mobility or communications that require accessibility features; Housing for older persons, as defined in ORS 659A.421; [and] Housing for college or university students, if relevant to the region[.]; and Single room occupancies as defined in section 17 of this 2023 Act. Subsection and of this section does not apply to: A city with a population of less than 2,500. Enrolled House Bill 3395 (HB 3395-B) Page 23 Exhibit C 731 ---PAGE BREAK--- A county with a population of less than 15,000. At the time that a city is required to inventory its buildable lands under ORS 197.297 or section 21 or 22, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001) [of this 2023 Act], the city shall determine its needed housing under this section. In determining needed housing the city must demonstrate that the projected housing types, characteristics and locations are: Attainable for the allocated housing need by income, including consideration of publicly supported housing; Appropriately responsive to current and projected market trends; and Responsive to the factors in ORS 197.290 to SITING DUPLEXES SECTION 20. ORS 197.758 is amended to read: 197.758. As used in this section: “Cottage clusters” means groupings of no fewer than four detached housing units per acre with a footprint of less than 900 square feet each and that include a common courtyard. “Middle housing” means: Duplexes; Triplexes; Quadplexes; Cottage clusters; and Townhouses. “Townhouses” means a dwelling unit constructed in a row of two or more attached units, where each dwelling unit is located on an individual lot or parcel and shares at least one common wall with an adjacent unit. Except as provided in subsection of this section, each city with a population of 25,000 or more and each county or city within a metropolitan service district shall allow the development of: All middle housing types in areas zoned for residential use that allow for the development of detached single-family dwellings; and A duplex on each lot or parcel zoned for residential use that allows for the development of detached single-family dwellings. Except as provided in subsection of this section, each city not within a metropolitan service district with a population of [more than 10,000] 2,500 or greater and less than 25,000 shall allow the development of a duplex on each lot or parcel zoned for residential use that allows for the development of detached single-family dwellings. Nothing in this subsection prohibits a local gov- ernment from allowing middle housing types in addition to duplexes. This section does not apply to: Cities with a population of 1,000 or fewer; Lands not within an urban growth boundary; Lands that are not incorporated and also lack sufficient urban services, as defined in ORS 195.065; Lands that are not zoned for residential use, including lands zoned primarily for commercial, industrial, agricultural or public uses; or Lands that are not incorporated and are zoned under an interim zoning designation that maintains the land’s potential for planned urban development. Local governments may regulate siting and design of middle housing required to be permitted under this section, provided that the regulations do not, individually or cumulatively, discourage the development of all middle housing types permitted in the area through unreasonable costs or delay. Local governments may regulate middle housing to comply with protective measures adopted pur- suant to statewide land use planning goals. This section does not prohibit local governments from permitting: Enrolled House Bill 3395 (HB 3395-B) Page 24 Exhibit C 732 ---PAGE BREAK--- Single-family dwellings in areas zoned to allow for single-family dwellings; or Middle housing in areas not required under this section. A local government that amends its comprehensive plan or land use regulations re- lating to allowing additional middle housing is not required to consider whether the amend- ments significantly affect an existing or planned transportation facility. SECTION 21. Section 3, chapter 639, Oregon Laws 2019, is amended to read: Sec. 3. Notwithstanding ORS 197.646, a local government shall adopt land use regulations or amend its comprehensive plan to implement [section 2 of this 2019 Act] ORS 197.758 no later than: June 30, 2021, for each city subject to [section 2 of this 2019 Act; or] ORS 197.758 (2021 Edition); June 30, 2022, for each local government subject to [section 2 of this 2019 Act.] ORS 197.758 or June 30, 2025, for each city subject to ORS 197.758 as amended by section 20 of this 2023 Act. The Land Conservation and Development Commission, with the assistance of the Building Codes Division of the Department of Consumer and Business Services, shall develop a model middle housing ordinance no later than December 31, 2020. A local government that has not acted within the time provided under subsection of this section shall directly apply the model ordinance developed by the commission under subsection of this section under ORS 197.646 until the local government acts as described in subsection of this section. In adopting regulations or amending a comprehensive plan under this section, a local gov- ernment shall consider ways to increase the affordability of middle housing by considering ordi- nances and policies that include but are not limited to: Waiving or deferring system development charges; Adopting or amending criteria for property tax exemptions under ORS 307.515 to 307.523, 307.540 to 307.548 or 307.651 to 307.687 or property tax freezes under ORS 308.450 to 308.481; and Assessing a construction tax under ORS 320.192 and 320.195. When a local government makes a legislative decision to amend its comprehensive plan or land use regulations to allow middle housing in areas zoned for residential use that allow for detached single-family dwellings, the local government is not required to consider whether the amendments sig- nificantly affect an existing or planned transportation facility.] SECTION 22. Section 4, chapter 639, Oregon Laws 2019, is amended to read: Sec. 4. [Notwithstanding section 3 or of this 2019 Act,] The Department of Land Con- servation and Development may grant to a local government that is subject to [section 2 of this 2019 Act] ORS 197.758 an extension of the time allowed to adopt land use regulations or amend its comprehensive plan under section 3, chapter 639, Oregon Laws 2019 [of this 2019 Act]. An extension under this section may be applied only to specific areas where the local gov- ernment has identified water, sewer, storm drainage or transportation services that are [either] sig- nificantly deficient [or are expected to be significantly deficient before December 31, 2023,] and for which the local government has established a plan of actions that will remedy the deficiency in those services that is approved by the department. The extension may not extend beyond the date that the local government intends to correct the deficiency under the plan. In areas where the extension under this section does not apply, the local government shall apply its own land use regulations consistent with section 3 chapter 639, Oregon Laws 2019, [of this 2019 Act] or the model ordinance developed under section 3 chapter 639, Oregon Laws 2019 [of this 2019 Act]. A request for an extension by a local government must be filed with the department no later than: December 31, 2020, for a city subject to [section 2 of this 2019 Act.] ORS 197.758 (2021 Edition). Enrolled House Bill 3395 (HB 3395-B) Page 25 Exhibit C 733 ---PAGE BREAK--- June 30, 2021, for a local government subject to [section 2 of this 2019 Act.] ORS 197.758 June 30, 2024, for each city subject to ORS 197.758 as amended by section 20 of this 2023 Act. The department shall grant or deny a request for an extension under this section: Within 90 days of receipt of a complete request from a city subject to [section 2 of this 2019 Act.] ORS 197.758 Within 120 days of receipt of a complete request from a local government subject to [section 2 of this 2019 Act.] ORS 197.758 The department shall adopt rules regarding the form and substance of a local government’s application for an extension under this section. The department may include rules regarding: Defining the affected areas; Calculating deficiencies of water, sewer, storm drainage or transportation services; Service deficiency levels required to qualify for the extension; The components and timing of a remediation plan necessary to qualify for an extension; Standards for evaluating applications; and Establishing deadlines and components for the approval of a plan of action. SECTION 23. In addition to and not in lieu of any other appropriation, there is appro- priated to the Department of Land Conservation and Development, for the biennium begin- ning July 1, 2023, out of the General Fund, the amount of $1,250,000, to provide grants to local governments to assist them in amending their comprehensive plans as required under section 3 chapter 639, Oregon Laws 2019. REMOVING RECORDED DISCRIMINATORY PROVISIONS SECTION 24. Section 25 of this 2023 Act is added to and made a part of ORS chapter 93. SECTION 25. Notwithstanding ORS 94.590, 94.625, 100.110, 100.135, 100.411 or 100.413 or any requirement of the declaration or bylaws, an amendment to the declaration or bylaws of a planned community or condominium is effective and may be made and recorded in the county clerk’s office of a county in which any portion of the property is situated without the vote of the owners or the board members and without the prior approval of the Real Estate Commissioner, county assessor or any other person if: The amendment is made to conform the declarations or bylaws to the requirements of ORS 93.270 and The amendment is signed by the president and secretary of the homeowners associ- ation. The first page or cover sheet of an instrument amending the declaration or bylaws must comply with the recording requirements of ORS chapter 205 and must be in substan- tially the following form: AMENDMENT OF [DECLARATION/BYLAWS] TO COMPLY WITH ORS 93.270 Pursuant to this section, the undersigned states: 1. The undersigned are the president and secretary for the [homeowners/condominium owners] association (name) in County. 2. This document amends the [declaration/bylaws] of the association. 3. The [declaration was/bylaws were] first recorded under instrument number (or book and page number) recorded on . Enrolled House Bill 3395 (HB 3395-B) Page 26 Exhibit C 734 ---PAGE BREAK--- 4. The [declaration was/bylaws were] most recently amended or restated, if ever, under instrument number (or book and page number) recorded on . 5. The undersigned have determined that the current [declarations/bylaws] of the [planned community/condominium], as last amended or revised, may fail to comply with ORS 93.270. The following amendments to the [declaration/bylaws] remove provisions that are not allowed and are unenforceable under ORS 93.270 No other changes to the document are being made except as may be necessary to correct scriveners’ errors or to conform format and style. 6. Under this section, a vote of the association is not required. 7. The description of the real property in County affected by this document is: Dated this day of 20 . Name: President, (association name) Address: Phone No.: Dated this day of 20 . Name: Secretary, (association name) Address: Phone No.: STATE OF OREGON ) ) ss. County of ) The foregoing instrument was acknowledged before me this day of 20 by and . Notary Public for Oregon My commission expires: If an instrument recorded under this section affects a condominium, the condomin- ium association shall file a copy of the recorded instrument with the Real Estate Commis- sioner. SECTION 26. Section 4, chapter 67, Oregon Laws 2021, as amended by section 5b, chapter 367, Oregon Laws 2021, is amended to read: Sec. 4. On or before December 31, [2022] 2024, each homeowners association of a planned community first established before September 1, 2021, shall review [each governing document currently binding on the planned community, or the lots or the lot owners within] the declaration and bylaws of the planned community and shall: Enrolled House Bill 3395 (HB 3395-B) Page 27 Exhibit C 735 ---PAGE BREAK--- Amend [or restate] each document as necessary to remove all restrictions against the use of the community or the lots not allowed under ORS 93.270 as provided under section 25 of this 2023 Act; or Execute and record a [declaration] certification that the homeowners association has re- viewed the [governing documents binding on] declaration and bylaws of the planned community and that the documents do not contain any restriction, rule or regulation against the use of the com- munity or the lots by a person or group of persons because of race, color, religion, sex, sexual ori- entation, gender identity, national origin, marital status, familial status, source of income, disability or the number of individuals, including family members, persons of close affinity or unrelated per- sons, who are simultaneously occupying a dwelling unit within occupancy limits. [Notwithstanding ORS 94.590 or 94.625 or any requirement of the declaration or bylaws, an amendment to or a restatement of the declaration or bylaws under subsection of this section is effective and] A certification under subsection of this section: May be recorded without the vote of the owners or the board members [if the amendment or restatement includes a certification signed by the president and secretary of the homeowners asso- ciation that the amended or restated declaration or bylaws does not change that document except as required under this section and as may be necessary to correct scriveners’ errors or to conform format and style.]; and Must be in substantially the following form: CERTIFICATION OF COMPLIANCE WITH ORS 93.270 Pursuant to section 4, chapter 67, Oregon Laws 2021, the undersigned states: 1. The undersigned are the president and secretary for the homeowners association (name) in County. 2. The declaration was first recorded under instrument number (or book and page num- ber) recorded on . The declaration was most re- cently amended or restated, if ever, under instrument number recorded on . 3. The bylaws were first recorded, if ever, under instrument number (or book and page number) recorded on . The bylaws were most re- cently amended or restated, if ever, under instrument number recorded on . 4. The undersigned have determined that the current declarations and bylaws of the planned community, as last amended or revised, conform with ORS 93.270 and that there are no provisions that would restrict the use of the community or the lots or units of the community because of race, color, religion, sex, sexual orientation, gender identity, national origin, marital status, familial status, source of income, disability or the number of individ- uals, including family members, persons of close affinity or unrelated persons, who are si- multaneously occupying a dwelling unit within occupancy limits. Any such provision that may inadvertently remain is void and unenforceable. 5. Under this section, a vote of the association is not required. 6. The description of the real property in County affected by this document is: Dated this day of 20 . Name: President, (association name) Enrolled House Bill 3395 (HB 3395-B) Page 28 Exhibit C 736 ---PAGE BREAK--- Dated this day of 20 . Name: Secretary, (association name) STATE OF OREGON ) ) ss. County of ) The foregoing instrument was acknowledged before me this day of 20 by and . Notary Public for Oregon My commission expires: SECTION 27. Section 6, chapter 67, Oregon Laws 2021, as amended by section 5c, chapter 367, Oregon Laws 2021, is amended to read: Sec. 6. On or before December 31, [2022] 2024, each association of a condominium first es- tablished before September 1, 2021, that includes units used for residential purposes shall review [each governing document currently binding on the condominium or the units or unit owners within] the declaration and bylaws of the condominium and shall: Amend [or restate] each document as necessary to remove all restrictions against the use of the condominium or the units not allowed under ORS 93.270 as provided under section 25 of this 2023 Act; or Execute and record a [declaration] certification that the association has reviewed the [gov- erning documents binding on] declaration and bylaws of the condominium and that the documents do not contain any restriction, rule or regulation against the use of the condominium or the units by a person or group of persons because of race, color, religion, sex, sexual orientation, gender identity, national origin, marital status, familial status, source of income, disability or the number of individuals, including family members, persons of close affinity or unrelated persons, who are si- multaneously occupying a dwelling unit within occupancy limits. [Notwithstanding ORS 100.110, 100.135, 100.413 or any requirement of the declaration or by- laws, an amendment to or a restatement of the declaration or bylaws under this section, upon sub- mission and approval of the Real Estate Commissioner under ORS 100.123, 100.125, 100.668 and 100.675, is effective and] A certification under subsection of this section: May be recorded without the vote of the owners or the board members [if the amended or restated declaration or bylaws includes a certification signed by the president and secretary of the as- sociation that the amended or restated declaration or bylaws does not change that document except as required under this section and as may be necessary to correct scriveners’ errors or to conform format and style.]; and Must be in substantially the following form: CERTIFICATION OF COMPLIANCE WITH ORS 93.270 Pursuant to section 6, chapter 67, Oregon Laws 2021, the undersigned states: 1. The undersigned are the president and secretary for the condominium owners associ- ation (name) in County. 2. The declaration was first recorded under instrument number (or book and page num- ber) recorded on . The declaration was most re- cently amended or restated, if ever, under instrument number recorded on . Enrolled House Bill 3395 (HB 3395-B) Page 29 Exhibit C 737 ---PAGE BREAK--- 3. The bylaws were first recorded, if ever, under instrument number (or book and page number) recorded on . The bylaws were most re- cently amended or restated, if ever, under instrument number recorded on . 4. The undersigned have determined that the current declarations and bylaws of the condominium, as last amended or revised, conform with ORS 93.270 and that there are no provisions that would restrict the use of the community or the lots or units of the com- munity because of race, color, religion, sex, sexual orientation, gender identity, national or- igin, marital status, familial status, source of income, disability or the number of individuals, including family members, persons of close affinity or unrelated persons, who are simul- taneously occupying a dwelling unit within occupancy limits. Any such provision that may inadvertently remain is void and unenforceable. 5. Under this section, a vote of the association is not required. 6. The description of the real property in County affected by this document is: Dated this day of 20 . Name: President, (association name) Dated this day of 20 . Name: Secretary, (association name) STATE OF OREGON ) ) ss. County of ) The foregoing instrument was acknowledged before me this day of 20 by and . Notary Public for Oregon My commission expires: SECTION 28. The amendments to sections 4 and 6, chapter 67, Oregon Laws 2021, by sections 26 and 27 of this 2023 Act are intended to extend the deadline for compliance with those sections and to clarify the process by which associations may comply with those sections. Sections 4 and 6, chapter 67, Oregon Laws 2021, as amended by sections 26 and 27 of this 2023 Act, do not apply to a planned community or condominium that: Was established on or after September 1, 2021; or Complied with the requirements of section 4 or 6, chapter 67, Oregon Laws 2021, that were in effect before the effective date of this 2023 Act, notwithstanding the former deadline for compliance of December 31, 2022. AFFORDABLE HOUSING ON PUBLIC UTILITY LANDS SECTION 29. As used in this section, “affordable housing” means affordable housing as defined in ORS 197.308 or publicly supported housing as defined in ORS 456.250. Enrolled House Bill 3395 (HB 3395-B) Page 30 Exhibit C 738 ---PAGE BREAK--- To facilitate the development of affordable housing in this state, the Public Utility Commission may allow a public utility to sell, or to convey at below market price or as a gift, the public utility’s interest in real property for the purpose of the real property being used for the development of affordable housing. The instrument that conveys, or contracts to convey, the public utility’s interest in the real property must include an affordable housing covenant as provided in ORS 456.270 to 456.295. A public utility may not recover costs from customers for selling, or conveying at below market price or as a gift, the public utility’s interest in real property under this sec- tion. HOUSING SUPPORT FOR LOW-INCOME COLLEGE STUDENTS SECTION 30. The Department of Human Services shall provide financial support to nonprofit organizations providing affordable housing support to low-income college students across this state in accordance with the department’s self-sufficiency programs. SECTION 31. Section 30 of this 2023 Act is repealed on January 2, 2026. SECTION 32. In addition to and not in lieu of any other appropriation, there is appro- priated to the Department of Human Services, for the biennium beginning July 1, 2023, out of the General Fund, the amount of $4,000,000 to provide financial support to nonprofit or- ganizations under section 30 of this 2023 Act. SECTION 32a. Notwithstanding any other provision of law, the General Fund appropri- ation made to the Department of Human Services by section 1 chapter Oregon Laws 2023 (Enrolled House Bill 5026), for the biennium beginning July 1, 2023, for self-sufficiency programs, is increased by $244,963 to administer financial support to nonprofit organizations pursuant to the provisions of section 30 of this 2023 Act. COMMUNITY HOUSING SUPPORTING AGRICULTURAL EMPLOYEES SECTION 33. Section 34 of this 2023 Act is added to and made a part of ORS 456.548 to 456.725. SECTION 34. As used in this section, “community housing supporting agricultural employees” means a housing development that: Is within an urban growth boundary; Is within 20 miles of significant agricultural employment as identified by the Housing and Community Services Department; Is promoted for residential use by agricultural employees and developed with amen- ities suitable for agricultural employees and their families; Consists of a multifamily dwelling or a cluster of buildings, including manufactured, prefabricated or modular housing, housing produced through a three-dimensional printing process or other housing developed using innovative construction types; and Is subject to an affordable housing covenant requiring that the units are main- tained for a period of no less than 60 years as affordable to rent for low income households, as described in ORS 456.270 to 456.295; Is operated as a consumer housing cooperative; or Is operated under a model approved by the department designed to preserve affordability or control of the property by its residents. The Housing and Community Services Department shall provide one or more grants to qualified housing sponsors for the purposes of developing community housing supporting agricultural employees. In awarding grants under this section, the department shall prioritize applications: Enrolled House Bill 3395 (HB 3395-B) Page 31 Exhibit C 739 ---PAGE BREAK--- From a developer that is a nonprofit housing corporation that serves agricultural workers; From a developer that is a nonprofit that promotes housing for agricultural employ- ees or other needs of agricultural employees, or from a developer that has entered into a partnership with a nonprofit housing corporation that serves agricultural workers for the purposes of developing the community housing; Where other funding for the housing development has been dedicated or can be lev- eraged by the grant; Where the housing development will be located close to significant agricultural em- ployment; or Where the housing development will include or will be near specific characteristics or amenities designed to support or attract agricultural employees and their families. Grants awarded under this section may be used for any project costs for the devel- opment or predevelopment of the community housing supporting agricultural employees. A qualified housing sponsor receiving grants under this section shall agree to provide information to the department to report to an appropriate interim committee of the Legis- lative Assembly, in the manner provided in ORS 192.245, on the use of the grant on or before September 15, 2027. SECTION 35. Section 34 of this 2023 Act is repealed on January 2, 2028. SECTION 36. In addition to and not in lieu of any other appropriation, there is appro- priated to the Housing and Community Services Department, for the biennium beginning July 1, 2023, out of the General Fund, the amount of $10,000,000, to award and administer grants under section 34 of this 2023 Act. LOCAL GOVERNMENT HOUSING SUPPORT SECTION 37. The Oregon Department of Administrative Services, in consultation with the Department of Land Conservation and Development and the Housing and Community Services Department, shall provide grants to councils of governments, as defined in ORS 294.900, and economic development districts to support housing and community development capacity within cities and counties in this state and within the nine federally recognized In- dian tribes in this state. Councils of governments and economic development districts receiving grants under this section shall partner and consult with local governments, developers, financiers, the Department of Land Conservation and Development, the Housing and Community Services Department, other relevant state agencies and other interested public and private partners to enable local governments throughout the region to encourage community development and the development of infrastructure and needed housing, as defined in section 23, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001), by: Bridging any information gaps; Identifying and securing needed resources, including infrastructure and community facilities; Connecting producers of needed housing with consumers of needed housing; and Working with representatives of historically underrepresented groups to overcome community-specific barriers to obtaining housing. SECTION 38. Section 37 of this 2023 Act is repealed on January 2, 2034. SECTION 39. In addition to and not in lieu of any other appropriation, there is appro- priated to the Oregon Department of Administrative Services, for the biennium beginning July 1, 2023, out of the General Fund, the amount of $5,000,000, to provide grants under section 37 of this 2023 Act. AFFORDABLE HOMEOWNERSHIP REVOLVING LOAN FUND Enrolled House Bill 3395 (HB 3395-B) Page 32 Exhibit C 740 ---PAGE BREAK--- SECTION 40. The Housing and Community Services Department shall make a grant to the Network for Oregon Affordable Housing (NOAH) to establish a revolving loan fund that will allow a first-time home buyer who is purchasing a home, including a share of a cooperative or a condominium unit, in which the purchaser’s equity will be limited, to es- tablish equity at a faster rate while making payments similar to those described in subsection of this subsection. The department may not make a grant under this section until NOAH has demonstrated that it has dedicated to a loan fund described in this section no less than $7,500,000 of additional private moneys. Loans made from the loan fund must be used for the purchase of a dwelling that is subject to an affordability restriction, such as a restriction as described in ORS 456.270 to 456.295, that: Has the effect of limiting the purchaser’s ability to gain equity from the appreciation of the dwelling’s value; and Requires that the purchaser be a low income household as defined in ORS 456.270. Loans made from the loan fund must: Be made only to applicants that have met with an approved or certified housing counseling agency, as described in 24 C.F.R. 214 subpart B, and have a first-time home buyer program offered by the agency; Have a term of 20 years or less; and Have a fixed interest rate that is not more than the greater of: The rate that would allow amortized principal and interest payments under the term of the loan to be the amount that would result from a 30-year fixed-rate amortized mortgage at the national current average rate as published by a reputable financial source; or 0.5 percent. SECTION 41. Section 40 of this 2023 Act is repealed on January 2, 2026. SECTION 42. In addition to and not in lieu of any other appropriation, there is appro- priated to the Housing and Community Services Department, for the biennium beginning July 1, 2023, out of the General Fund, the amount of $7,500,000, to make a grant under sec- tion 40 of this 2023 Act. SECTION 43. On or before September 15, 2025, and on or before September 15, 2027, the Housing and Community Services Department shall provide a report to an appropriate in- terim committee of the Legislative Assembly, in the manner provided in ORS 192.245, on the use of the loan funds described in section 40 of this 2023 Act, as reported to the department by the Network for Oregon Affordable Housing (NOAH). AFFORDABLE HOUSING LOAN GUARANTEE FUND SECTION 44. Section 45 of this 2023 Act is added to and made a part of ORS chapter 458. SECTION 45. The Housing and Community Services Department shall provide grants to one or more nonprofit corporations to develop a fund. The moneys in the fund may be used only to guarantee the repayment of loans to fi- nance the construction of housing subject to an affordable housing covenant for low or moderate income households, as described in ORS 456.270 to 456.295 and as further defined by the Housing and Community Services Department by rule. The term of a loan guaranteed under this section may not exceed five years. The department and the state are not guarantors of any loan guaranteed by a nonprofit corporation under this section. To be eligible for a grant under this section, a nonprofit corporation must: Be exempt from income taxes under section 501(c)(3) or of the Internal Revenue Code; and Enrolled House Bill 3395 (HB 3395-B) Page 33 Exhibit C 741 ---PAGE BREAK--- Demonstrate to the satisfaction of the department that the corporation is a commu- nity development financial institution that operates statewide to support investment in the construction of affordable housing. SECTION 46. Section 45 of this 2023 Act is repealed on January 2, 2026. SECTION 47. In addition to and not in lieu of any other appropriation, there is appro- priated to the Housing and Community Services Department, for the biennium beginning July 1, 2023, out of the General Fund, the amount of $20,000,000 to provide grants under section 45 of this 2023 Act. HOUSING AND COMMUNITY SERVICES DEPARTMENT ADMINISTRATION SECTION 47a. Notwithstanding any other provision of law, the General Fund appropri- ation made to the Housing and Community Services Department by section 1, chapter Oregon Laws 2023 (Enrolled Senate Bill 5511), for the biennium beginning July 1, 2023, is in- creased by $529,802, for purposes of administering sections 34, 37, 40, 43 and 45 of this 2023 Act. EMERGENCY HOUSING ASSISTANCE FOR COMPANION ANIMALS SECTION 48. ORS 458.650 is amended to read: 458.650. The Housing and Community Services Department shall administer the Emergency Housing Account to assist homeless individuals and individuals who are at risk of becoming homeless, through means including the emergency housing assistance program and the state homeless assistance program. Notwithstanding subsection of this section, the state homeless assistance program shall serve individuals experiencing homelessness, especially unsheltered homelessness, without respect to income. The Oregon Housing Stability Council shall develop a policy for the use of program funds with the advice of: Persons who have experienced housing instability; Tribes; The Community Action Partnership of Oregon; Continuums of care, as defined in 24 C.F.R. part 578; Local governments; Nonprofit organizations; Homeless services providers; Culturally specific organizations; Housing providers; Veterans’ services organizations; and Other entities identified by the department by rule. The policy under subsection of this section shall direct that program funds shall be used: To provide to low and very low income individuals, including but not limited to individuals more than 65 years of age, persons with disabilities, agricultural workers and Native Americans: Emergency shelters and attendant services; Transitional housing services designed to assist individuals to make the transition from homelessness to permanent housing and economic independence; Supportive housing services to enable individuals to continue living in their own homes or to provide in-home services for such individuals for whom suitable programs do not exist in their geographic area; Programs that provide emergency payment of home payments, rents or utilities; [or] Support for individuals with companion animals, as defined in ORS 401.977, that in- cludes: Food for both companion animals and their owners; Enrolled House Bill 3395 (HB 3395-B) Page 34 Exhibit C 742 ---PAGE BREAK--- (ii) Crates or kennels on-site or off-site that are easily accessible to the companion ani- mal owners; (iii) Basic veterinary services, including behavioral services; and (iv) Rules of conduct and responsibility regarding companion animals and their owners; or Some or all of the needs described in subparagraphs to of this paragraph. To align with federal strategies and resources that are available to prevent and end homelessness, including the requirement of providing culturally responsive services and using evidence-based and emerging practices effective in ending homelessness, including practices unique to rural communities. The council shall require as a condition of awarding a grant that the organization dem- onstrate to the satisfaction of the council that the organization: Has the capacity to deliver any service proposed by the organization; Is a culturally responsive organization or is engaged in a process to become a culturally responsive organization; Engages with culturally specific organizations; and Supports local homelessness system planning efforts. Any funds granted under this section may not be used to replace existing funds. Funds granted under this section may be used to supplement existing funds. An organization may use funds to support existing programs or to establish new programs. The department may expend funds from the account for: The administration of the account as provided for in the legislatively approved budget, as that term is defined in ORS 291.002, for the department in support of directing a statewide policy on homelessness that ensures use of evidence-based and emerging practices, service equity in fund- ing and local planning processes. The development of technical assistance and training resources for organizations developing and operating emergency shelters as defined in ORS 197.782 and transitional housing accommo- dations as described in ORS 197.746. The department shall utilize outcome-oriented contracting processes and evidence-based and emerging practices for account program funds, including evidence-based and emerging practices for serving rural communities. Twenty-five percent of moneys deposited in the account pursuant to ORS 294.187 are dedi- cated to the emergency housing assistance program for assistance to veterans who are homeless or at risk of becoming homeless. UNIT CAPTIONS SECTION 49. The unit captions used in this 2023 Act are provided only for the conven- ience of the reader and do not become part of the statutory law of this state or express any legislative intent in the enactment of this 2023 Act. OPERATIVE AND EFFECTIVE DATES SECTION 50. Sections 2, 17, 29 and 30 of this 2023 Act and the amendments to ORS 92.090, 94.550, 100.015, 100.022, 100.105, 100.110, 100.115, 197.303, 197.830, 215.427 and 227.178 and sec- tion 23, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001), by sections 3 to 5, 9 to 15, 18 and 19 of this 2023 Act become operative on January 1, 2024. SECTION 50a. If House Bill 2889 becomes law, section 50 of this 2023 Act is amended to read: Sec. 50. Sections 2, 17, 29 and 30 of this 2023 Act and the amendments to ORS 92.090, 94.550, 100.015, 100.022, 100.105, 100.110, 100.115, 197.303, 197.830, 215.427 and 227.178 and section 23, chapter 13, Oregon Laws 2023 (Enrolled House Bill 2001), by sections 3 to 5, 9 to 15, [18] 18a and 19 of this 2023 Act become operative on January 1, 2024. Enrolled House Bill 3395 (HB 3395-B) Page 35 Exhibit C 743 ---PAGE BREAK--- SECTION 51. This 2023 Act being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this 2023 Act takes effect on its passage. Passed by House June 14, 2023 Repassed by House June 25, 2023 Timothy G. Sekerak, Chief Clerk of House Dan Rayfield, Speaker of House Passed by Senate June 24, 2023 Rob Wagner, President of Senate Received by Governor: 2023 Approved: 2023 Tina Kotek, Governor Filed in Office of Secretary of State: 2023 Secretary of State Enrolled House Bill 3395 (HB 3395-B) Page 36 Exhibit C 744 ---PAGE BREAK--- Exhibit D 745 ---PAGE BREAK--- Exhibit D 746 ---PAGE BREAK--- Exhibit D 747 ---PAGE BREAK--- Exhibit D 748 Attachment 1 ---PAGE BREAK--- Exhibit D 749 Attachment 1 ---PAGE BREAK--- Exhibit D 750 Attachment 1 ---PAGE BREAK--- Exhibit D 751 Attachment 1 ---PAGE BREAK--- Exhibit D 752 Attachment 1 ---PAGE BREAK--- Exhibit D 753 Attachment 2 ---PAGE BREAK--- Exhibit D 754 Attachment 2 ---PAGE BREAK--- Exhibit D 755 Attachment 3 ---PAGE BREAK--- Exhibit D 756 Attachment 3 ---PAGE BREAK--- Exhibit D 757 Attachment 3 ---PAGE BREAK--- Exhibit D 758 Attachment 3 ---PAGE BREAK--- Exhibit D 759 Attachment 4 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 1 of 27 FUNDING AGREEMENT FOR EMERGENCY SHELTER SITE OPERATION SERVICES THIS Funding Agreement for Emergency Shelter Site Operation Services (“Agreement”), dated this day of , 2024, is made and entered into by and between the City of Woodburn, an Oregon Municipal Corporation (the “City”), and Mid-Willamette Valley Community Action, an Oregon nonprofit corporation (“Operator”) (together the “Parties”). BACKGROUND A. Oregon State law requires cities to approve applications for and the siting of Emergency Shelters pursuant to the requirements of State House Bill No. 3395; B. Pursuant to HB 3395, Operator has submitted a proposal to the City to open and operate an Emergency Shelter Site with up to thirty (30) beds at 1560 Hardcastle Avenue, Woodburn, Oregon (“Property”); C. Operator is a community-based nonprofit organization that through its ARCHES Project has experience offering low-barrier sheltering solutions using a variety of models within Marion County, including an inventory of 261 year-round shelter beds; D. The City desires to provide certain funding to support Operator’s Woodburn Shelter proposal; and E. This Agreement provides for the terms and conditions under which, in exchange for financial consideration from the City, Operator shall provide and operate the Emergency Shelter Site. NOW THEREFORE, the Parties agree as follows: AGREEMENT 1. Start Date and Term. The Effective Date of this Agreement and the expected start date for Services under this Agreement is March 1, 2024. The Term of this Agreement shall be one year, but it may be extended by an additional one-year period should additional City funding become available. 2. Emergency Shelter Site. Operator agrees to open and operate a congregate Emergency Shelter Site with up to thirty (30) beds (“Shelter”) at 1560 Hardcastle Avenue, Woodburn, Oregon (“Property”) pursuant to the standards and conditions more particularly described in the attached exhibits: a. Exhibit A: Map of Shelter & Shelter Site Plan b. Exhibit B: Scope of Work to be Undertaken by Operator at the Shelter (“Services”) c. Exhibit C: Conditions of Operations & Services 3. Responsibilities of the Parties. 3.1. Operator Responsibilities. The Operator shall be responsible for providing all Services necessary to operate and run the Shelter year-round at the Property pursuant to the regulations of HB 3395 and the terms and conditions of this Agreement. Responsibilities include, but are not limited to, securing the rights to use the Property for the Shelter, preparing the Property for Exhibit E 760 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 2 of 27 such use, acquiring all goods and equipment necessary for the Shelter operation, completing any necessary repairs or maintenance at the Property, ensuring necessary utility services are provided for running the Shelter, securing the necessary City Planning and Building Department and Woodburn Fire District approvals for operations, and ensuring all staffing and subcontractor needs are fulfilled. Operator shall perform all Services in accordance with industry standards and to the standard of care that other similar professionals would perform the same work, in the same or similar locality, and under the same or similar conditions. Operator shall proceed diligently, without delay, and in good faith, in a professional manner, and in accordance with this Agreement. 3.2. City Responsibilities. Pursuant to Section 4, The City shall provide certain Funding to Operator to assist in part with the operational costs of the Shelter. At its discretion, the City may also provide some limited administrative support to Operator related to helping it meet applicable federal, state, and local laws and rules for operation of a Shelter facility. 4. City Funding. 4.1. Funding. Upon the commencement of the Term of this Agreement, the City shall contribute eighty thousand dollars ($80,000) in Funding to Operator to carry out the operation and Services of the Emergency Shelter Site described herein. 4.2. Permitted Expenditures. Consistent with the Service Plan outlined in Exhibit B, Operator may use the Funding for all direct Shelter operation activities, including programmatic employee wages, Property lease costs, and the costs of operational goods/services, utility services, and onsite maintenance and repairs. 4.3. Ineligible Expenditures. Operator may not collectively use more than ten percent (10%) of the Funding for administrative expenses, including the costs of: computer hardware/software, technical support, administrative office support, training expenses, board expenses, and nonprogrammatic salaries. Operator may not use any Funding for its own nonprofit fundraising activities, lobbying or political activities, religious activities, or the purchase of any vehicles. 4.4. Accounting. Operator shall keep accurate books and records for the activities and all Services related to the use of the Funds. Operator shall permit the City, and any party designed by it, to inspect at any reasonable time and make copies of such books and records. Operator shall retain and keep accessible all records related to this Agreement and the activities funded by this Agreement for not less than six years following termination of this Agreement. 5. Operator Reporting. Quarterly Reporting is due from Operator within thirty (30) days of the end of each calendar quarterly period (i.e. by April 30th, July 31st, October 31st, and January 31st). Operator shall provide the City with a quarterly program activity report on Shelter operations for the prior three- month quarterly period. At a minimum, the report should provide a record of any dates/times when the Shelter was not operational, the number of individuals served each day, a financial accounting of expenses for Shelter operations and use of the City Funding, performance measures based on the number of known individuals exiting out of the Shelter into permanent/stable housing, and a notice of any/all Critical Incidents at the Shelter. “Critical Incidents” would include injury incidents that require Exhibit E 761 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 3 of 27 offsite medical care; incidents where emergency services (police, fire and/or EMS) are called to the Shelter; incidents where damage to facilities affected safety of operations; and incidents that are likely to create a significant community impact, which will necessitate a joint communications response from the City and Operator. 6. Operator Representation and Warranties. Operator represents and warrants that: a. Operator is duly organized and validly existing in the State of Oregon; b. Operator has all necessary rights, power, and authority under organizational documents and under Oregon law to: execute this Agreement; (ii) incur and perform its obligations under this Agreement; and (iii) receive the Funding for the Shelter operation described herein; and c. There is no proceeding pending or threatened against Operator before any court or governmental authority that if adversely determined would materially affect the Shelter operations or Operator’s ability to carry out the Services described herein. 7. Fair Housing Act In providing shelter services, Operator shall be responsible for following the federal FHA, to the extent applicable. Operator shall educate all relevant staff and volunteers on FHA requirements and have an internal process in place in case a participant raises a concern related to fair housing or files a fair housing complaint. 8. Non-Discrimination. Operator shall provide Shelter access and services on a basis that does not discriminate against any person on the basis of the person’s race, color, sex, sexual orientation, religion, ethnicity, national origin, age, disability, familial status, marital status, gender identity, source of income, veteran status, or membership in any other protected class under state or federal law. 9. Limitation of Liability. Operator shall take all necessary precautions and shall be responsible for the safety of its employees, volunteers, agents, and subcontractors in the performance of all services provided under this Agreement. The City shall not be liable for injury, damage, or loss suffered by Operator, its employees, volunteers, agents, and subcontractors, not caused by the negligent or intentional acts of the City, its agents, employees, or contractors. 10. Indemnification. Operator shall defend, indemnify, and hold the City, its officers, officials, employees, agents, and volunteers harmless from any and all claims, injuries, damages, losses or suits, including all legal costs and attorney fees, arising out of or in connection with Operator's performance under this Agreement, except for that portion of the injuries and damages caused by the City's negligence. The City's inspection or acceptance of any of Operator’s work when completed shall not be grounds to avoid any of these covenants of indemnification. 11. Insurance. Operator shall ensure that the following insurance is procured and maintained for the duration of this Agreement in the types and amounts described as follows: 10.1 Workers' Compensation Insurance. Workers’ Compensation insurance in compliance with ORS 656.017, which requires subject employers to provide Oregon workers’ compensation coverage for all their subject workers (contractors with one or more employees, and as defined by ORS 656.027). Exhibit E 762 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 4 of 27 10.2 General Liability Insurance. General Liability Insurance with coverage extended for the Shelter site/facility with combined single limit, or the equivalent, of no less than $1,000,000 each occurrence for Bodily Injury and Property Damage. It shall include contractual liability coverage for the indemnity provided under this Agreement. It shall provide that the City of Woodburn and their divisions, officers and employees are Additional Insureds but only with respect to services to be provided under this Agreement. 10.3 Automobile Liability Insurance. Automobile Liability Insurance with a combined single limit, or the equivalent, of not less than five hundred thousand dollars ($500,000) each accident for Bodily Injury and Property Damage, including coverage for owned, hired or non-owned vehicles, as applicable. 10.4 Notice of cancellation or change. There shall be no cancellation, material change, reduction of limits or intent not to renew the insurance coverage(s) without 30 days written notice form the Operator or its insurer(s) to the City. 10.5 Certificates of insurance. As evidence of the insurance coverage’s required by this Agreement, Operator shall have on file and furnish upon request acceptable insurance certificates to the City prior to commencing the work. The certificate will specify all of the parties who are Additional Insureds. If requested, complete policy copies shall be provided to the City. Operator shall be financially responsible for all pertinent deductibles, self-insured retentions and/or self-insurance. 12. Termination. 4.1 Termination. This Agreement may be terminated as follows: a. Upon nonrenewal at the end of the initial Term or a successive renewal term; b. By mutual consent of both parties; c. By either party unilaterally, by giving at least ninety (90) days prior written notice to the other party; or d. By either party, by giving at least ten (10) days prior written notice following an event of Default. Operator will be in Default under this Agreement upon the occurrence of any of the following events: Operator fails to use the Funding for the intended purpose described herein or otherwise fails to perform, observe, or discharge any of its covenants, agreements, or obligations under this Agreement; (ii) Operator fails to comply timely with any material obligation under this Agreement; (iii) any representation, warranty, or statement made by Operator in this Agreement or in any documents or reports relied upon by the City in its determination to provide Funding hereunder is untrue in any material respect when made; or (iv) a petition, proceeding, or case is filed by or against Operator under any federal or state Exhibit E 763 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 5 of 27 bankruptcy, insolvency, receivership, or other law relating to reorganization, liquidation, dissolution, winding-up, or adjustments of debts. The City will be in Default under this Agreement if, after ten (10) days written notice specifying the nature of the default, the City fails to perform, observe, or discharge any of its covenants, agreements, or obligations under this Agreement; provided, however, the City will not be in default if the City fails to disburse the Funding because there is insufficient expenditure authority for, or moneys available from the funding source. 4.2 Remedies. In the event Operator is in default under this Agreement, the City may, at its option, pursue any and all of remedies available under this Agreement and at law or in equity, including, but not limited to: termination of this Agreement under Section 4.1; (ii) reducing or withholding payment for Services that are deficient or that Operator has failed to complete or provide; (iii) suspending or recouping payments or both; (iv) requiring Operator to complete, at its expense, corrective action or additional activities necessary to satisfy its obligations or meet performance standards under this Agreement; and initiate an action or proceeding for damages, specific performance, or declaratory or injunctive relief. In the event the City is in default under this Agreement and whether or not Operator elects to terminate this Agreement, Operator’s sole remedy will be, within any limits set forth in this Agreement, payment of amounts owing for Services incurred, less any claims the City has against Operator. In no event will the City be liable to Operator for any expenses related to the termination of this Agreement or for any other indirect, incidental, consequential, or special damages. 4.3 Effect of Termination. Should this Agreement be terminated early for any reason, Operator agrees to provide an accounting of its Shelter operating expenses to the City for the period it provided Services under this Agreement and the City may use that information to demand the return to the City of a prorated amount of the provided Funding given the amount of time remaining under the initial Term of the Agreement. 13. Relationship of the Parties. Nothing in this Agreement is intended, or is to be deemed to create a partnership or joint venture between the Parties. Operator shall at no time hold itself out as a subsidiary or affiliate of the City. Further, nothing contained herein shall be deemed or construed by the Parties, nor by any third parties, as creating a relationship between the City and any officers, employees, volunteers, suppliers, contractors, or subcontractors used by Operator to carry out any activities under this Agreement. 14. Subcontracts and Assignment; Successors and Assigns. 14.1. City has selected Operator based on its reputation and specialized expertise. Operator shall not enter into any subcontracts for any of the activities required by this Agreement, or assign or transfer any of its interest in this Agreement without City’s prior written consent, which shall not be unreasonably withheld. 14.2. The provisions of this Agreement shall be binding upon and shall inure to the benefit of the parties hereto, and their respective successors and permitted assigns, if any. Exhibit E 764 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 6 of 27 15. No Third Party Beneficiaries. The City and Operator are the only parties to this Agreement and are the only parties entitled to enforce its terms. Nothing in this Agreement gives, is intended to give, or shall be construed to give or provide any benefit or right, whether directly, indirectly or otherwise, to third persons unless such third persons are individually identified by name herein and expressly described as intended beneficiaries of the terms of this Agreement. 16. Miscellaneous. 16.1. Compliance with Applicable Law. Operator shall comply with all federal, state and local laws, regulations, and ordinances applicable to this Agreement or to Operator’s obligations under this Agreement, as those laws, regulations and ordinances may be adopted or amended from time to time. 16.2. Records. Each Party shall retain all its records relating to this Agreement and activities carried out under this Agreement for a period of six years following expiration or termination of this Agreement. 16.3. Force Majeure. Neither the City, nor Operator shall be held responsible for delay or default caused by fire, riot, acts of God, or war where such cause was beyond the reasonable control of the City or Operator, respectively. Operator shall, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon the cessation of the cause, diligently pursue performance of its obligations under this Agreement. 16.4. Notices. Any notice under this Agreement must be in writing and will be effective when actually delivered in person or three days after being deposited in the U.S. mail, registered or certified, postage prepaid and addressed to the party at the address stated in this Agreement or such other address as either party may designate by written notice to the other. Mailing addresses for the parties are as follows: a. The City. City Administrator, City of Woodburn, 270 Montgomery Street, Woodburn, Oregon 97071. b. Operator. 16.5. Severability. The parties agree that if any term or provision of this Agreement is declared by a court of competent jurisdiction to be illegal or in conflict with any law, the validity of the remaining terms and provisions shall not be affected, and the rights and obligations of the parties shall be construed and enforced as if the Agreement did not contain the particular term or provision held to be invalid. 16.6. Governing Law; Venue; Consent to Jurisdiction. This Agreement shall be governed by and construed in accordance with the laws of the State of Oregon without regard to principles of conflicts of law. Any claim, action, suit or proceeding (collectively, "Claim") between the City and Operator that arises from or relates to this Agreement shall be brought and conducted solely and exclusively within the Circuit Court of Marion County for the State of Oregon. Operator Exhibit E 765 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 7 of 27 hereby agrees to the in personam jurisdiction of such court and waives any claims of an inconvenience forum. 16.7. Merger Clause; Waiver. This Agreement and attached exhibits constitute the entire agreement between the parties on the subject matter hereof. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this Agreement. No waiver, consent, modification or change of terms of this Agreement shall bind either party unless in writing and signed by both parties. Such waiver, consent, modification or change, if made, shall be effective only in the specific instance and for the specific purpose given. The failure of the City to enforce any provision of this Agreement shall not constitute a waiver by the City of that or any other provision. The parties have executed this Agreement effective as of the day and year specified above. CITY OF WOODBURN, an Oregon municipal corporation Scott Derickson, City Administrator Date OPERATOR, MWVCAA, an Oregon nonprofit corporation (name), (title) Date Exhibit E 766 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 8 of 27 EXHIBIT A SHELTER SITE PLAN Exhibit E 767 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 9 of 27 EXHIBIT B SCOPE OF WORK AND OPERATIONS PLAN Exhibit E 768 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 10 of 27 Exhibit E 769 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 11 of 27 Exhibit E 770 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 12 of 27 Exhibit E 771 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 13 of 27 Exhibit E 772 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 14 of 27 Exhibit E 773 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 15 of 27 Exhibit E 774 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 16 of 27 Exhibit E 775 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 17 of 27 Exhibit E 776 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 18 of 27 Exhibit E 777 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 19 of 27 Exhibit E 778 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 20 of 27 Exhibit E 779 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 21 of 27 Exhibit E 780 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 22 of 27 Exhibit E 781 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 23 of 27 Exhibit E 782 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 24 of 27 EXHIBIT C CONDITIONS OF OPERATIONS & SERVICES 1. Shelter Site. 1.1. Site. Operator shall undertake all Shelter Services at the address and site of the Property and pursuant to the plan detailed under Exhibit A. Services will not be moved or altered without the prior consent of the City. 1.2. Shelter Facilities. Facilities at the Property will include two heated military tents that will be staged outside the church facility and will sleep a maximum of 30 individuals on mats/cots. An additional 5 parking spaces will be designated for families with children to sleep safely in their vehicles. Two sets of restrooms for women and men are available for use inside the church facility. 1.1. Site Inspection & Approval. Operator shall make the Shelter Property site open and available to the City for City Planning and Building Department and Woodburn Fire District inspection and approval prior to the Property being open and available for Shelter services. The Property will be evaluated for its suitability on the basis of the regulatory standards of HB 3395 and fire and life safety per Section 4 below. The City reserves the right to conduct a re- inspection of the Property at any time should it have reason to believe operations or services are not currently meeting the conditions outlined by this Agreement. 2. Shelter Outreach. Operator, through an identified Shelter coordinator, shall provide engagement with unhoused individuals and households in the city of Woodburn and make referrals to the Woodburn Shelter and other area shelters as appropriate. 3. Maximum Occupancy. The maximum number of allowable temporary occupants/participants at the Shelter shall be: a. Tent Structures: Thirty (30) individuals on mats/cots in two separate temporary tent structures/facilities; b. Vehicles: Up to 5 parking spaces will be designated to allow for families with minor children to park and sleep within vehicles on the Property; and c. Church Facility. During periods of extreme weather conditions, including when temperatures reach 32 degrees and below, operations will be moved inside the Church facility on the Property, which will accommodate up to twenty-one (21) individuals on mats/cots. 4. Fire & Life Safety. The City's Building Official and the Woodburn Fire District Fire Marshal, or their designee, shall conduct an inspection of the Shelter Property with the Shelter Program Manager present as part of the City's approval of any emergency shelter site. Exhibit E 783 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 25 of 27 As required by the Woodburn Fire District, all sleeping areas at the Shelter shall be served by fire watch procedures and have available fire extinguishers, sized and spaced by Woodburn Fire District, installed emergency exit signage, and smoke alarms or a complete smoke detection system(s) as needed. There shall be no smoking or open flames allowed within any temporary or permanent structures on the Property during Shelter operations. All Shelter buildings, structures, and facilities in use shall have an emergency evacuation plan addressing the evacuation of all participants and staff in an emergency event. At a minimum, the emergency evacuation plan shall contain the following: floor plans with the sleeping rooms and cots clearly identified; (ii) the square footage of the rooms used as sleeping rooms and the use of adjacent rooms; (iii) a plan showing egress from the proposed shelter spaces and from the building; and (iv) information regarding fire extinguishers, sprinkler systems, smoke detection and/or fire alarm systems, or any other fire and life safety systems in the building. 5. Days & Hours of Operation. The Shelter shall be open Monday through Saturday 7:00 p.m. to 9:00 a.m. and Sunday 7 p.m. to 7 a.m. After 9:00 a.m., participants must leave the Shelter site and surrounding property. Operator shall be responsible for ensuring that individuals do not loiter or remain at the Shelter or on site during daytime hours unless they are meeting with an associated case management service provider. 6. Meals. Operator may provide on-site meals to participants at the Shelter during its hours of operations service period. 7. Restrooms & Showers. Operator shall provide on-site restroom and shower facilities at the Shelter Property at capacities suitable for the maximum occupancy rate permitted under this Agreement. 8. Pets. In providing services under this Agreement, Operator must permit and allow Shelter participants to be accompanied by qualified service animals. 9. Drugs, Alcohol, and Weapons. Absolutely no drugs, alcohol, or marijuana are to be consumed or stored at the Shelter by any participants, guests, visitors, or workers. Additionally, no weapons are to be allowed at the Shelter. Operator will implement a bag search or bag storage policy to restrict participants from bringing prohibited items onto Shelter Property. 10. Minors. Unaccompanied minors that present themselves at the Shelter for services shall be referred to law enforcement personnel. 11. Overnight Vehicle Occupancy. Operator shall limit overnight vehicle camping onsite at the Property to participant families that have minor children. Vehicle camping shall be limited to 5 designated spaces on the Property (see Exhibit and all vehicles parked at the site must be standard- sized (no RVs), operational, and non-permanent fixtures on the Property, meaning they are driven on and off the property by the participant(s) based on the Shelter's hours of operations. The vehicle camping described and permitted under this Agreement is authorized by the City as a specific form of transitional housing accommodations under the rules and regulations of ORS 197.746. 12. Staffing. At a minimum, Operator must provide the following employees or volunteers to staff the Shelter: Exhibit E 784 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 26 of 27 a. Program Manager. Person who will act as primary contact for all Shelter activities and operations. The Program Manager will coordinate and provide the necessary staffing for the Shelter based on the demand and levels of service. The Program Manager shall also serve as the liaison with City of Woodburn officials and emergency personnel. b. Shift Leads. Two full-time and two part-time employees that will oversee the Shelter’s day-to-day operations and serve as leads overseeing other site assistants at the Shelter. Additionally, they will be responsible for fire watch and safety checks. There will always be at least one Shift Lead present at the Shelter during its hours of operations. c. Site Assistants. Three full-time, three part-time, and three on-call Site Assistants will staff the Shelter and be responsible for facilitating direct services to clients and performing the duties required for day-to-day operations, including fire watch and safety checks. There will always be at least one Site Assistant present at the Shelter during its hours of operations. d. Case Manager. One part-time Case Manager will provide case management services, including assistance with barrier removal and resource navigation toward permanent housing. The case manager will be on-site for case management five days a week. 13. Case Management. Housing-Focused Case Management Services should be paired with Shelter operations to assist participants in moving forward in accessing permanent housing through collaboration with housing programs. The primary objective of Housing-Focused Case Management/Support Services is to extend support to participants through an individualized case management relationship that will ultimately translate to increased housing stability. This includes but is not limited to support with completing housing applications, accompanying the participant to housing appointments and/or leasing appointments, and other support associated with the housing placement process. 14. Length of Shelter Stay. Operator must strive to assist participants in moving out of the Shelter and into their own permanent housing unit as quickly as possible. The total length of stay can and should be individually determined, based on the participants’ need; however, Operator must develop clear policies and procedures for exiting participants from the Shelter program. 15. Shelter Program Plan/Policy Documents. Operator shall ensure that it has the following policy documents in place with staff trained on the applicable policies as part of providing Services under this Agreement. The City may request copies of these documents prior to approving the disbursement of Funding under this Agreement. 15.1. Guest Guidelines. Operator must have clear guidelines or a participant agreement contract that clearly states rules and expectations for use of Shelter services and facilities. Within these guidelines there must be outlined clear consequences for failure of a participant to abide by the agreement, up to and including exclusion from the Shelter in extreme cases. Exhibit E 785 ---PAGE BREAK--- EMERGENCY SHELTER SITE OPERATIONS AGREEMENT Mid-Willamette Valley Community Action Page 27 of 27 15.2. Intake and Guest Sign-In Log. Operator shall establish an intake process and maintain a guest log for all overnight stays. 15.3. Operations Guide. Operator must have clear guidelines for all aspects of operations, including set up and the use of temporary tent structures, check-in procedures for participants, securing of personal belongings, health and safety issues, caring for person(s) in physical or mental distress, crisis intervention and conflict management plan(s), and emergency procedures. 15.4. First Aid & Emergency Procedures. Operator shall provide and have in effect a First Aid Plan. Operator must also document procedures to be followed during an emergency and practice responses with Shelter Shift Leads. 15.5. Social Services Referral Guide. Operator shall have onsite at the Shelter a social services referral and resource guide that is available to assist participants in acquiring or identifying additional needed services. 15.6. Shelter Exclusion. The Shelter Shift Lead is responsible for advising participants when they break the guest rules and restating the rules for clarity. After a series of warnings determined by Shelter policy, the Shift Lead may exclude a participant if the infraction is of a serious nature to cause concern for safety of the individual, other participants, or volunteers. Any violent behavior, observed criminal activity, behavior causing a disturbance, or behavior causing volunteers or participants to be uncomfortable or fearful for their safety should result in a 911 emergency request for police presence. Exhibit E 786 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney Finance February 26, 2024 TO: Honorable Mayor and City Council FROM: Jim Row, Assistant City Administrator Jesse Cuomo, Community Services Director SUBJECT: Community Center Polling Results and Project Scope Determination RECOMMENDATION: Receive a report on the results of the Community Center Likely Voter Survey and the recommendation from the Community Center Advisory Committee (CAC) and affirm the City’s intent to place a bond measure on the ballot in November 2024 that would fund the fully scoped version of the Woodburn Community Center Project. BACKGROUND/DISCUSSION: The City hired Patinkin Research Strategies to conduct a survey of registered voters about their opinions of a potential November 2024 bond measure that would fund the Woodburn Community Center Project. The telephone survey was conducted from January 22-25, 2024 and included 400 likely voters in the City, which resulted in a 4.9% margin of error at the 95% level of confidence. Bi- lingual surveyors were utilized and 33 of the interviews were conducted in Spanish. The survey results were presented to the City Council earlier this evening. A presentation on the results of the survey were also presented to the CAC on February 20, 2024. Following the presentation and a comprehensive discussion, the CAC members in attendance voted unanimously to recommend that the City Council place a bond measure on the ballot in November 2024 that would fund the fully scoped version of the community center project. As confirmed during a presentation to the City Council on June 26, 2023, the full version of the community center project includes the “base Plan” plus the four alternates that comprise a warm water recreation/ therapy pool, 2nd gymnasium, elevated walking/ running track and partner / multi-purpose suite. This version of the project would result in a facility that is 80,000 sq. ft. in size, almost quadrupling the size of the existing Aquatic Center. 787 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 Page 2 FINANCIAL IMPACT: The full version of the project is estimated to cost $60 million, assuming a fall 2025 construction start date. Given the fact that the City has secured a $15 million Oregon Lottery Bond Grant and has agreed to commit up to another $5 million in Urban Renewal funding toward the project, it is estimated that a $40 million bond measure would be required to complete the project’s funding package. A bond measure of that size is anticipated to cost the average homeowner in Woodburn approximately $15/ month in additional property taxes. 788 ---PAGE BREAK--- Agenda Item Agenda Item Review: City Administrator City Attorney February 26, 2024 To: Honorable Mayor and City Council through City Administrator From: Chris Kerr, Community Development Director Heidi Hinshaw, Associate Planner Subject: Council Briefing of Planning Commission approval of a Variance application for AWARE Food Bank at 152 Arthur St (VAR 23-08) RECOMMENDATION: Staff recommends no action be taken on this item and provides this summary pursuant to Woodburn Development Ordinance (WDO) Section 4.02.02. The Council may call up this item if desired and, by majority vote, initiate a review of this Commission decision. BACKGROUND: On February 8, 2024, the Planning Commission unanimously approved a sign variance request for the AWARE Food Bank allowing existing canopy-mounted signage to remain. There was no testimony in opposition. The appeal period has ended, and there was no appeal. The subject property, 152 Arthur Street, is within the Downtown Development and Conservation (DDC) zoning district. It was originally developed in 1910 with a commercial building. Marion-Polk Food Share Inc. purchased the property in 2012 for the AWARE Foodbank. A fire significantly damaged the building on August 18, 2021, and it was demolished in August 2022. City staff reviewed and approved a land use application package on October 13, 2022 to redevelop the site into the AWARE Foodbank (DR 22-10 & PLA 22-06). Through this variance application, the applicant requested to keep the signage that has already been installed which does not meet current WDO requirements per Table 3.10.10D: “Awning/Marquee Signs” are “Deemed wall signs” and “Shall not extend above or below the awning or marquee.” However, Marion/Polk Food Share (MPFS) believes the current placement of the address 789 ---PAGE BREAK--- Honorable Mayor and City Council February 26, 2024 (Briefing of Commission Approval VAR 23-08 AWARE Food Bank) Page 2 Page 2 of 2 and facility name signage improves pedestrian and traffic safety by identifying the facility in a more prominent, visible manner by being placed upon the awnings and closer to the right-of-way. Additionally, due to the architectural requirements of window size, shape and awning depth, the potential locations for signage was limited. The existing signs meet all other standard requirements for wall signs within the DDC including size, ratio of sign area to façade, colors, and materials. Front façade of food bank with Sign # 1 Front façade of food bank with Sign # 2 790 ---PAGE BREAK--- Agenda Item February 21, 2024 TO: City Council FROM: Frank Lonergan, Mayor SUBJECT: City Council Appointment The following appointment is made, subject to the approval of the Council. Please forward any adverse comments to me prior to the Council meeting on Monday, February 26, 2024. No reply is required if you approve of my decision. City Councilor - Ward III • Jennifer Cantu 791