Agenda Packet - 1995-05-11 PM AGENDA
CITY OF LAKE OSWEGO
1110
CITIZENS' BUDGET COMMITTEE
Council Chambers
380 A Avenue
Lake Oswego, Oregon 97034
May 11, 1995
5:30 p.m.
I. Call to Order
II. Roll Call
III. Tour to LOCOM
IV. Hearing on State Revenue Sharing
•
• V. Grants (Continuation)
• International Festival
• Commission for Citizen Involvement
• Historic Review Board(Issue and Option Paper)
• Grants Policy Matrix(Proposed)
• Concluding Comments on NRAB ($10,000 for Mapping) &NTAB
($55,000 for projects)
VI. Citizens Budget Committee: Role & Process
VII. Follow-Up Requests From May 5
• Trolley Staff Costs
• Public Information& Public Relations Costs
• Mayor's Office Costs
VIII. Tax Information Follow-Up From May 5
• Consolidated Tax Rates
• Business License Fees
• Hotel Tax
• City Tax Rates
IX. Issue/Options Papers
10 Back up material will be distributed at the meeting
0 MEMORANDUM
TO: Erin O'Rourke Meadors, Chair
Members of the Citizens Budget Co ittee
FROM: Douglas J. Schmitz, City Manager
SUBJECT: Classification of Grant Application - Draft
DATE: 11 May, 1995
At the meeting of 4 May, the Committee requested staff to develop a
classification matrix regarding the allocation of City monies for grants.
Attached are numerous pages which delineate the monies into four
classifications and provide hypothetical percentage allocations for each category.
Attachments
•
•
STATEMENT OF PURPOSE
Events for Fun: Activities and celebrations for the community
and/or regional attractions.
Social Services: Support for nonprofit. Serving the social needs of
Lake Oswego citizens.
Governance: City and community organizations involved in the
administration or implementation of City policy. Excludes
environmental and historic activities.
Historic & Environmental Resources: Public agencies or private
organizations involved with the enhancement, preservation, or
protection of resources.
S
• •
GRANT ALLOCATIONS
1995-96
HISTORICAL &
EVENTS FOR FUN SOCIAL
ENVIRONMENTAL
Concerts $32,397 Kendall Center $1,500 CCI $10,250 HRB $3,000
Festival of the Arts $17,000 Clackamas Women's $4,000 LONAC $1,500 NRAB $1,500
International Festival $ 3,000 Arts Corn. $19,750 Open Space
Grants $30,000
Total $52,397 Total $5,500 Total $31,500 Total $34,500
•
DOLLARS (:fin) PEIZCENT AGE (%)
Events For Fun 52,397 42
Social Services 5,500 5*
Governance 31,500 25
Historic &
Environmental
Resources 34,500 28
TOTAL 123,897 100
•
* Rounded
S11,000
:1% 10%/10(V)
EACH EACH
Events For Fun $52,080 $31,000 $37,200
42%
Social Services $6,200 $31,000 $12,400
5%
Governance $31,000 $31,000 $37,200
25%
Historic R
$34,720 $31,000 $37,200
Environmental
...................
Resources 28%
This chart takes the four categories and uses a hypothetical total allocation of$124,000
(column one). Column two is a division of the$124,000 at 25% per category. Column
three is a division of the monies at 30% for "Events," "Governance," and "Historical &
Environmental Resources," and 10% for "Social Services."
For the development of a long-term policy, the Committee can divide the monies other
ways as well The above chart (columns two and three) shows some alternatives.
0 0
City Consolidated Tax Rates
Dominant City Tax Code
Post Measure 5 Compression
i
$25 044W
$23.23
c $20 $21.89 /
/
a+
1
TO $19.15 / /
la $15 0 / /
$15.92
$13.42
'-4 $10
I..
f
a $5
$0 —T-._ / l _ / / I //
9 1-92 92-93 93-94 94-95 95-96
YEAR
1991-92 was the first year that the Measure 5 Property Tax Limitation took effect. There was no actual compression until 1992-93.
The 1995-96 rate is projected.
• • •
T
($I$l,000CITY of AssessedTAXRAES Value)
$5.50
5.00
:.:..te55.:.f}{{.:t•
$4.50il!P.,e;IIIIIII
I::
ilY�:.twi•r:{i.:;i.�::;{{i::;:i�:• 1111111
.:
::i:.:.{::...::;L�':':{..:.:iii.:;:v:.i.:i.i.:}::..•
.. .::,..
:...ii....
:. :
::•i:.•v::ii::ii:iii:s:
.:
...i'
{
lifiiiiii.t:: ::::::0::...:..,.
10k
•
i . • i: .. . 4 :'r{:�:.{r:::::{ ..{.i;{:.�.::�{:{: : - 1116.Ill!:
n........ :$3.50 T:jiiiiiilifi fIi:::::::{.iii
$3.00
85-86 86-87 87-88 88-89 89-90 90-91 91-92 92-93 93-94 94-95 95-96
1
pF "Al" os
tp
eip*Ail%
OREGOI4
FINANCE DEPARTMENT
1994-95 PROPERTY TAX RATES
SELECTED CITIES AND TAX CODES
City Consolidated M5 Compressed
City Tax Code Tax Rate Tax Rate Rate
Lake Oswego 007-021 $4.31* $20.60 $15.92
Milwaukie 012-002 5.76 21.32 17.62
• Oregon City 062-002 5.47 25.33 17.69
Tualatin 304-002 3.59 23.34 17.56
West Linn 003-002 3.30 21.99 16.46
Wilsonville 003-023 2.09 21.41 17.32
Beaverton 058.51 4.16 21.56 16.25
(Wash. Cnty.)
Tigard 023.81 2.51 22.10 15.64
(Wash. Cnty.)
* Does not include $.09/$1,000 related to City p onion of Urban Renewal.
11,
C1Bruce\PropRate 05/11/95
380"A" Avenue • Post Office Box 369 • Lake Oswego,Oregon 97034 • (503)635-0260 • FAX(503)635-0269
6,..NKE
,,,,,,C4111 %
oqEcioN
FINANCE DEPARTMENT
CITY BUSINESS LICENSE COMPARISONS
MAY 8, 1995
FEE EXAMPLE: YEAR
BASIS OF $20,000 NET BUSINESS INCOME LAST
CITY/JURISDICTION FEE RATE 4.2=ALMULLINCLialla CHANGED
PORTLAND Net Business 2.2%of NBI $ 440* 1992
Income(NBI) $100 Minimum
No filing under$15,000
gross Inc.
TUALATIN #of Employees 0-10 Emp.=$50 $ 50 1988
(Emp) 11-50 Emp=$100
50+Emp.=$200
• TIGARD #of Employees 0-10 Emp=$55 $ 55 1988
(Emp) 11-50 Emp=$110
50+Emp=$220
MILWAUKIE #of Employees or 1 Emp or DU=$35 $ 65 1995
#of rental dwelling units 2-10 Emp or DU=$70
(DU) 11-50 Emp or DU=$130
51-100 Emp or DU=$260
101+Emp or DU=$395
WILSONVILLE Flat Rate/#of Emp- Under$12,000 Net Income: $ 103 1975
Depends upon Net $50 plus$3/Emp
Income. $12,000 or over Net Income:
$100 plus$3/Emp
BEAVERTON #of Employees 0-4 Emp=$50 $ 50 1994
each Add'l Emp=$8.50
MULTNOMAH COUNTY NBI 1.45%of NBI $ 290* 1993
No minimum
No filing under$15,000 Gross Income
LAKE OSWEGO #of Employees New: Less than 2 Emp=$75 $ 75 1995
2 or more Emp=$105
Renewal: Less than 2 Emp=$60 $ 60
2 or more Emp=$80
No fee if under$3,000 Gross Income
*These fees would be added together if business is located in both City of Portland and Multnomah County. Certain deductions are allowed in
111 both City of Portland and Multnomah Co. In Portland,the minimum fee of$100 is charged for over 50%of the licenses per the City of Portland
Bureau of Licenses.
/winword/pat/b4Comp
380"A"Avenue • Post Office Box 369 • Lake Oswego,Oregon 97034 • (503)635-0260 • FAX(503)635-0269
LODGING TAXES
MAY 9, 1995 SURVEY
S
JURISDICTION CONTACT COUNTY CITY TOTAL
(City of) PERSON COUNTY TAX TAX TAX DISCUSSION
T Ace Oswego B. Griswold Clackamas 6% 3% 9% $114,675 rec'd in FY
635-0261 93-94. $193,000 Est. to
be rec'd in FY 94-95.
Oregon City Sherry Davis Clackamas 6% 2% 8% 2%goes to Oregon City
657-0891 Improvement Trust for
tourism related im-
provements. $22,704
rec'd in FY 93-94.
Wilsonville Gary Wallace Clackamas 6% 5% 11% City has lodging facil-
682-1011 Washington 7% 5% 12% ities in 2 counties. 40%
of lodging taxes go to
Chamber of Commerce
and 60%to General
Fund. $185,000 rec'd in
FY 93-94 . $200,000
est. to be rec'd in FY
. 94-95.
Tualatin Jean Hudson Washington 7% None 7% City receives 36%of
692-2000 total County lodging
taxes generated by their
jurisdiction.
Tigard Wayne Lowry Washington 7% None 7% $112,053 rec'd in FY
639-4171 93-94. City receives
36%of total County
lodging taxes generated
by their jurisdiction.
Beaverton Faye Rea Washington 7% None 7% $284,000 rec'd in FY
526-2246 93-94. City receives
36% of total County
lodging taxes generated
by their jurisdiction.
Gresham Kim Holden Multnomah 3% 6% 9% $180,000 rec'd in FY
669-2556 93-94. $160,000 est. to
be rec'd in 94-95.
Portland T. Kupsick Multnomah 3% 6% 9% $8,332,081 rec'd in FY
10 823-5149 93-94.5%to Gen.
Fund; 1%to Tourism+
Cony.Promotion
C'.Bruce\LodTax-05/11/95
• Issue Paper: No. 7 Subject: Historic Review Commission
Amount: $71,000 Exhibits: None.
Budgeted: Proposed at$10,650
Summary:
The Historic Review Commission("HRC") is proposed in the biennial budget for an allocation
of$3,000. At the Budget Committee meeting of 4 May, Pat Collmeyer, of the Historic Review
Board, presented the "Historic Restoration and Maintenance Grants Pilot Program," requesting
an additional allocation of up to $71,000. The focus of this I/O paper is not the merits of the
proposed program, but the various funding alternatives should the Budget Committee determine
that it wishes to support the pilot program in some amount.
The HRC has provided three options, ranging from $71,000 to $35,500. Historic preservation
can be a cultural magnet for a community. The Oregon Department of Economic Development
estimates that over one-half of all out-of-state visitors go to historic, cultural, science, or natural
attractions. Cultural and heritage tourism is a potential source of economic vitality for a
community. The City Council has, for several years, discussed the need to provide incentives for
owners of historic properties to gain the owners' consent and continued participation in the
City's preservation program. The HRC believes that its proposal for restoration and maintenance
grants is an effort to provide such incentive.
Financial
The Commission has proposed three funding alternatives. Those are: 1) $71,000; 2) $50,000; 3)
$35,500.
The Commission further stated that"for the pilot year of the program,the owner may apply for
grants for eligible maintenance in restoration activities completed since April 13, 1990, when the
historic ordinance was adopted."
Commentary
The basis for the full funding option provided by the HRC is that each of the 71 properties will
participate in the program. The Commission proposes in Option 1 ($71,000)that any remaining
funds not used be returned to the General Fund at the end of the fiscal year.
It would be my recommendation that if the Budget Committee determines to fund this new
• program,the allocation of monies commence on a smaller scale and, if successful, the
Commission return to the Council with a request for augmentation funding during the year. I
would also recommend that the program not be retroactive to 1990, but begin with the 1995-96
Fiscal Year, 1 July.
For financial options, I am suggesting an initial allocation of$10,650 which would be 15% of the
$71,000. Utilizing $10,650, the Budget Committee could fund such an appropriation(in addition
to the $3,000 currently contained in the budget for the HRC) from the following sources:
• The Hotel Tax: Under the current policy, 50%of the proceeds are available each year for
various types of municipal activities. As previously stated, historically-designated properties
can be a point of visitor destination and an attraction for local economic enhancements.
• The Land Use & Transportation Planning budget(Page 97) contains $35,000 for the bypass
study. As stated in the Budget Message, it is highly unlikely that any funding will be
available over the next 20 years to construct such a facility if it proves feasible. The Budget
Committee could transfer the $35,000 from the Planning budget to the Nondepartmental
budget of the General Fund (Page 43), allocating $10,650 for the pilot program, and placing
the balance in the Contingency, should the pilot program need additional funding later in the
year.
• Rearrange the mix of tentatively approved grant allocations.
110
Options:
1. Fund at $71,000 4. Fund at $10,650
2. Fund at$50,000 5. Fund at same other amount
3. Fund at $35,500 6. Do not fund.
Recommendation:
It is recommended that the Budget Committee take the following actions in regard to the pilot
program proposed by the Historic Review Commission:
1. Approve the concept of the program on a one time, one year basis, for reconsideration in FY
1996-97.
2. Authorize an initial allocation of$10,650 for the program.
3. Fund the program by the transfer of the $35,000 for the State Street Bypass Study identified
on Page 97 of the Budget,to the Non-Departmental Budget.
4. Authorize placement of the balance ($24,350) of the $35,000 in the Nondepartmental
Contingency Account of the General Fund for future utilization should the pilot program
need additional funding during the fiscal year.
5. Approve the concept that the pilot program not be retroactive and pertain only to expenses
incurred by applicants commencing on 1 July 1995.
6. That the Historic Review Commission develop guidelines that require grant applicants to
demonstrate need in order to receive these public monies.
human\pat\io7
contained in LOC Article 12.51 shall be subject Council on matters related to art.
to the requirements of LOC Article 12.50, unless f. Establish a separate foundation to
expressly modified by a provision of LOC encourage private donation of both funds and
Article 12.51. If application of a provision of works of art. (Ord. No. 2062, Sec a __ -
•
LOC Article 12.51 conflicts with an applicabl: ��' � �1�•+w �'��'%� ' �-�•���"ti.;4- -4"� -' ...---
state statute, the state statute shall prevail.
(Ord. No. 2091. Enacted, 04/19/94) 12.51.015. Budget Committee. `r`_
" •
= 1. Creation: Membership: Term. There is y
,.
12.51.010. Arts Commission. ; hereby created a Budget Committee of the City :
1. Creation; Membership; Term. There i•.•' of Lake Oswego consisting of the members of a•:`'
hereby created an Arts Commission of the Ci the City Council and a number of appointive ,i
`
of Lake Oswego consisting of thirteen membe positions equal to the number of members of the t'
appointed for three year terms. City Council. The appointive positions shall ef.,
2. Qualifications. The Arts Commission' serve three year terms. If the number of ,0
shall be composed of members with the members of the City Council is increased or
following qualifications: tit:• reduced by Charter amendment or law, the City ,'
a. At least eight members shall be Council shall increase or reduce the number of '-
involved in the arts or in the community. Such. appointive positions accordingly. Any increase
members may include a representative of the:. or reduction in the number of appointive
Lakewood Center for the Arts, a representative,' .; positions shall be accompanied by any necessary U
of the Lake Oswego Chamber of Commerce, term modifications to ensure than an equal or
landscape architects, a representative of the Lake., approximately equal number of appointive
i.
Oswego Festival of the Arts, architects. arts positions become vacant each year.
fundraisers, artists who live or work in tl €.
(Rev. 01/17/95; bp) 1
t
• , .
c` 12.51.015 ADMIMSTRATIO
2. Qualifications. The appointive members 3.
• • of the Budget Committee shall be electors of the
: City. Appointive members shall not be officers, ii. bodie
to agents or employees of the City. the re
Notwithstanding LOC 12.50.015(2), if any .t the gc
member of the Budget Committee ceases to be .
qualified for the position, that position shall ;•decisi,
become vacant. panic:
3. Duties. The Budget Committee shall , t.
exercise the powers and duties set forth in ORS 4 choice
Chapter 294. LOC 12.50.030(6) and LOC .^,
12.50.035(1) through (5) do not apply to the Ydecisic
. • ._ Budget Committee. ri
' - 4. . •
. Officers. In addition to the Chair and ;,=ass oci:.
. . t„.
Vice Chair, the Budget Committee shall elect a
., .
. . •s Secretary at its first meeting of the year. . "of the c
(Ord. No. 2091. Enacted, 04/19/94) ,yt0 the :
•
4.
1 ld1g_ Yp�jgyConunission.. „'�
reatiorr Meinbership,'Terrn. Ther - ` y the
hereby created a Building Appeals Commission groups.
of the City of Lake Oswego consisting of five commu
II
members appointed for three year terms.
2. Qualifications. Members of the Building land-us.
Appeals Commission shall be qualified by
experience and training to determine the implem
suitability of alternative materials or methods of
construction and to interpret the provisions of the city, cc
Lake Oswego Building Regulations. and act.:
3. Duties. The Building Appeals on lo;-.
message shall: of this section. The copy shall become a
(1; Explain the bud_ _ ._ ...-_.._. puuiic rccoro or the municipal corporation. I
(2) Contain an outline of the proposed fi- (5) Tlie governing body shall either pro-
nancial policies of the municipal corporation vide the means of duplicating the budget or
for the ensuing year; part thereof, in those situations where the
(3) Describe in connection with the fi budget document or portion thereof may be
nancial policies of the municipal corporation, quickly reproduced, or shall provide copies
the important features of the budget docu- of the budget document or part thereof so •
ment; that a copy of the budget document or part
(4) Set forth the reason for salient thereof may be readily obtained by any indi-
changes from the previous year in appropri- vidual interested in the affairs of the munic
ation and revenue items; and ipal corporation. (1963 c576 •19- 965 c.45 §5. 1971
(5) Explain the major changes in finan' . - �, ,- '.T.---epee CF5 11953 06 §18I
cial policy. 11963 c.576 §171 •1
294.395 [Repealed by 19G3 c.576 §441 s • 294.406 Budget committee hearings; I•
294.396 Time of making budget mes:, approval of budget document. (1) The
budget committee shall approve the budget X
sage and document. The budget messagg',: document as submitted by the budget officer
and budget document shall be prepared at.; or the budget document as revised and pre-
sufficient length of time in advance to allow »'
the adoption of the budget by the close of the- pared by the budget committee.
current fiscal year. [1963 c.576 §18I i' (2) At the meeting of the budget commit-
294.400 (Amended by 1953 c.40 §2; 1959 c.168 §1; re ee as provided in ORS 294.401 (1), it shall ,.
pealed by 1963 c.576 §441 I• ...4 ear the budget message, receive the budget
ii
i.
1x
I:
.,
r'
1
.(•�.'- lt1 V v .L 11111 .- r 11.L'11.1i1 ,,na./1 INIf
, document, hear persons, and announce the I'':ctor of the
`' time of the next meeting, if any. .all include
(3) The budget committee shall meet from ,a. be us
time to time at its discretion. All meetings + requir
''T� of the budget committee shall be open to the budget s
public. .416 or
0
1..>� (4) The budgetmay committee demand - ude four p
rt� ,It ,e state or
and receive from any officer, employee or sentative r
department of the municipal corporation any , • .per Publ.
11, information the committee requires for the icial nomi
revision and preparation of the budget docu- ,LL;. ties one c
ment. The budget committee may compel the , sociation
t. : attendance of any such officer or employee urinated b\
,,: at its meetings. 119G3 c.576 §20; 1965 c.451 §6I I d one off
••ti,.., 294.410 [Repealed by 1963 c_576 §441 'stricts Ass
294.411 Submission of budget docu- ::
1 tax su.ervisin• and conservation 294.415 Re
.::•: _ 294.416
publication in._approve .ylii dge com- mary, finan'
mittee. (1) Each municipal corporation hay- accounting
ing a population not exceeding 100,000, ing and ava
located in a county having a tax supervising Except as p
and conservation commission and not sub- shall be pu
mitting its budget document to the tax 294.421:
supervising and conservation commission for
a public hearing, pursuant to ORS 294.430 (1) A sun
(3), shall submit its budget document to the by the budge
tax supervising and conservation commission the most rec
in the county at least 20 days prior to the penditures a
date of publication of the budget document current year
in accordance with ORS 294.421. If its terri- dance with f
tory lies in two or more counties, the mu- ment of Revc
nicipal corporation shall submit its budget to ORS 294.41-
the commission if the real market value of cient det
all property subject to taxation by the mu- nicipal c
nicipal corporation in the county having a plan for the
commission is greater than the real market mum require
value of all property subject to taxation by the major ex
the municipal corporation in any other services and
county. Real market value is the real market izational uni
value computed according to ORS 303._07 the major
. .1._ _._., nnk-mnnrc ..
• MEMORANDUM
TO: Erin O'Rourke Meadors, Chair
And Members of the Citizens Budget Committee
FROM: Douglas J. Schmitz,City Manager
SUBJECT: Follow-Up to Requests of the Citizens Budget Committee,
4 May 1995
DATE: 9 May, 1995
BACKGROUND
At the Citizens Budget Committee meeting of 4 May, the Committee requested
information on the following matters:
1. Staff costs associated with the Willamette Shore Trolley;
2. Staff costs associated with Public Information/Public Relations;
3. Costs associated with the Mayor's Office.
1. Staff Costs Associated with the Willamette Shore Trolley
Last September,the City Council spent an evening on matters relating to
the Willamette Shore Trolley. The Council received six Issues and
Options papers on various aspects pertaining to the trolley. No decision
was reached on one of the papers, the ISTEA II grant.
Issue and Option Paper No. 1 addressed the trolley and its future, and
within the narrative,the following statement was made:
It is conservatively estimated that management of
the trolley has required 400 hours of staff time per
year, or, approximately $16,000.
Those principally involved in trolley-related matters are Jerry Baker,
City Engineer;Jeff Condit,City Attorney; Tom Coffee, Assistant City
Manager; and myself.
MEMORANDUM: Citizens Budget Committee Page 2
Follow-Up-Meeting of 4 May 1995
•
Staff involvement has typically included:
• Coordination with the trolley operator
• Coordination with the City of Portland
• Scheduling and conducting the annual meeting with residents of the
John's Landing area
• Coordination with Friends of the Trolley
• Response to public complaints regarding right-of-way problems
and/or operational problems
• Review of legal documents
• Coordination with State of Oregon on ISTEA I monies
2. Costs Associated with Public Information/Public Relations
In 1993 and 1994, Barbara Smolak was awarded an internship to perform
public information activities for the City. For 1994,the City Council listed
as one of its goals an expanded public information and marketing effort
by the organization. A full-time position was proposed for 1994-95 but
10 was not funded. Barbara returned to the Planing Department as of 1 July,
but has continued to work on public information and special events
promotion and coordination. These efforts have included:
• Coordination of monthly City newsletter,Hello, L.O.!
• Monitoring and programs for the City's 24-hour information
telephone line
• Coordination of information in special supplements of local
publications
• Preparation of press releases
• Coordination of special events such as ground-breaking for new
City Hall, dedication of new fire boat, Arbor Day tree planting
• Coordination with Arts Commission on City flag
• Respondent for City to inquiries for information on Lake Oswego
to prospective residents and businesses
MEMORANDUM: Citizens Budget Committee Page 3
Follow-Up-Meeting of 4 May 1995
•
• Worked with Palisades School on video "Where's the Lake?";
Westridge School brochure "Lake Oswego for Kids --What's Hot!";
LOHS Political Action Class seminar on surveying the Lake Grove
Neighborhood Association
• Coordination and publicizing of Plastics Recycling Event on 20
September
Estimated Costs:
Barbara Smolak's Time (50%)
(Salaries and Benefits) $26,202.00
Photo Brochure $5,200.00
Ads $2,795.00
3. Costs Associated with Mayor's Office
110 Attached are two calculations of costs associated with the Mayor's Office.
The first are actual expenses for Fiscal Year 1994-95, through April. The
second is a listing of anticipated expenses for Fiscal Year 1995-96.
Attachments
• Mayor's Office Expenses
FY 1994-95
Through April, 1995
Secretarial
45% of Total (includes Benefits) $14,730.93
Travel & Conferences
Community Anti-Drug
Coalitions of America $1,197.64
LOC Legislative Conference 20.00
Sen. Hatfield Breakfast 30.00
NLC Congress of Cities 2,065.68
Growth Mgmt., Denver 44.68
LOC Annual Conference 320.12
NLC Annual Conference 1,817.17
Cascadia 54.00
II Special Courts Committee 23.78
Total Travel & Conferences: 5,573.07
Cell Phone $640.00
Dues
Cascadia $100.00
Oregon Mayors Assoc. 50.00
US Conference of Mayors* 1,703.00
Total Dues: $1,853.00
GRAND TOTAL $22,797.00
*Will not renew membership next year.
a:\djs\espens.doc
1110 Mayor's Office
Estimated Expenses
FY 1995-96
Secretarial (Sec. to City Manager)
45% of Total (includes Benefits) $17,677.12
Part-Time Clerical $4,500.00
Travel & Conferences
NLC Conferences (3X$1,864) $5,592.00
Oregon Mayor's Assoc. Conf. 600.00
Pacific Program 214.00
LOC Annual Conference 300.00
Total Travel & Conferences $6,706.00
Cell Phone $1,000.00
Dues
Oregon Mayor's Association $60.00
Cascadia 104.00
Total Dues: $164.00
Conference Table $800.00
GRAND TOTAL $30,847.12
HOWARD B. SHAPIRO
3775 SOUTH WEST DIVISION COURT
LAKE OSWEGO, OREGON 97035
PHONE 503 636-2185
May 8, 1995
Mr. Robert Kincaid,
Assistant City Mgr. ,
City of Lake Oswego,
P.O. Box 369,
Lake Oswego, OR 97034
Dear Mr. Kincaid:
At a recent meeting of the LAKE GROVE NEIGHBORHOOD
ASSOCIATION the attendees (neighbors) all agreed
that the Budget Committee should support the Transpor-
tation Advisory Board's request for additional fund-
ing for management traffic devices for:
+ Wembly Park,
+ West Bay,
+ Royce Way
Hopefully the above will be considered.
Sinc.rely y rs l
Lt
Howard Shapiro, ai
Lake Grove Neighborhood Association
cc: file
..f ,
PKE
Qs,�
•
MEMORANDUM
°REGO.
TO: Erin erke Meadors, Chair
380"A"AVENUE Members Qf the Budget Committee
POST OFFICE BOX 369
LAKE OSWEGO, FROM: Alice lenker, Mayor
OREGON 97034
(503)635-0213 SUBJECT: De Jo Vu— 1988 Goals and Major Street Issues
FAX(503)697-6594
DATE: May 10, 1995
ALICE L.SCHLENKER,
MAYOR Enjoy this piece of history!
CHARLES C.(MIKE)ANDERSON, I discovered many old reports as I was cleaning out my business office to
COUNCILOR make way for Starbuck's, at the old Chamber building, on State Street.
BILL ATHERTON,
COUNCILOR Attachment
. HEATHER CHRISMAN,
COUNCILOR
BILL KLAMMER,
COUNCILOR
CRAIG PROSSER,
COUNCILOR
MARY PUSKAS,
COUNCILOR
. CITY OF LAKE OSWEGO
SEMIANNUAL REPORT
JANUARY THROUGH JUNE, 1988
Introduction : This is a semiannual report of the City' s activity
for the period, January 1, 1988 through June 30, 1988 .
Format : The report briefly reviews Council Goals , Capital
Improvement Projects , Local Improvement Districts and Special
Studies . Within each category we have indicated projects
completed, projects continuing, and projects initiated.
Schedules indicate projected design, bid , and completion dates,
and in some cases revised dates are shown. In addition, there is
a narrative statement highlighting major activities of the
various City departments, along with a financial report which
indicates total revenue and expenditures by fund for the quarter
to provide a capsulized view of the City' s financial condition.
I. 1987-88 CITY COUNCIL GOALS
GOAL #1 - IMPLEMENT EAST END REDEVELOPMENT PLAN
The Lake Oswego City Council, in its capacity as the Lake Oswego
Redevelopment Agency, endorsed early in 1987 certain goals and
objectives recommended by the East End Development Committee:
Public Information: With the appointment of the Redevelopment
Project Manager to supplement on-going public information
efforts, further contacts , presentations and meetings have been
held with civic groups , neighborhood associations and individuals
pertaining to the East End Redevelopment Plan and its
implementation.
Development Process : Building permits for Vieira/Darrow' s
422-unit apartment complex have been issued with a permit value
estimated to be $21, 225 , 015. Construction is proceeding as
scheduled with all units under some phase of construction by the
end of June 1988. Phase III of the Oswego Pointe Project , the
commercial, restaurant, and marina elements have been under con-
sideration by the East End Development Committee to assess the
public benefit and to make a recommendation for a funding level
of public improvements to support the marina , to assure public
access and to create a public waterfront amenity in conjunction
with the private development.
Urban Design Plan : Stastny Architects and Murase Associates have
completed the East End Urban Design Plan. Public review and.
comment is underway with meetings scheduled with civic groups ,
neighborhood associations, Planning Commission, Development
Review Board and merchants . Staff has developed a summary for
broad distribution and to receive comment . After review and •
comment, the Urban Design Plan will be submitted to the City
Council for action later this year . An eight-page tabloid
popular summary is planned to be printed for broad distribution
and later use during developer solicitation and contact efforts.
Rail Corridor: The City Council approved Resolution R-88-29 on
June 21, 1988 , authorizing the Mayor to proceed with entering the
Intergovernmental Agreement which provides for purchase of the
right-of-way of the rail line. Efforts continue to find ways to
have trolley operations. It is proposed that the redevelopment
plan be amended to include rail extension into Lake Oswego as a
redevelopment project.
Staffing : Recruitment for a professional position has been
completed with the position of the Redevelopment Project Manager
filled by Ted R. Schneider. Mr . Schneider began work in April
1988 .
GOAL #2 - COMPREHENSIVE PLAN REVIEW AND UPDATE
All facets of basic research have been completed. Thirty percent
of Factor 1 (Cumulative Impacts) is written. Factors 2 and 3
(Revisions to State Goals and New State Programs) are 60%
written. None of Factor 4 (Optional Revisions) is written.
Anticipate completing the major portions in August, as scheduled. 111
Consultant selection for historic resources inventory will occur
in July.
GOAL #3 - ADDRESS MAJOR STREET AND STORM DRAINAGE PROBLEMS
Streets: The City received its first of ten $250 , 000 payments
from the county for transfer of jurisdiction of county roads .
This payment, plus the 1989 payment, have been included in the
1988-89 street improvement projects budget.
The City Council adopted a policy relating to maintenance of
public roads not accepted in the past by the county or City for
maintenance. This policy, in essence, accepts the public roads
within the City for maintenance by the City.
The City has worked with the county for funding the deficit for
the completion of the Boones Ferry "gap. " This stretch of road
will be the first priority for F.A.U. funds allocated to
Clackamas County in federal fiscal year 1989 which begins
October 1, 1988. The City has also applied for regional F .A .U .
funds that will be available prior to October 1. Interim upgrad-
ing of the "gap" portion of Boones Ferry will be completed as
part of the construction now occurring on water and sewer facili-
ties in the area .
Drainage : The City Council adopted a three-year surface water •
management fee. The revenues from this fee will be split between
maintenance , capital, and the development of the master plan for
SEMIANNUAL REPORT - JANUARY THROUGH JUNE, 1988 PAGE 2
II/ the surface water system which will include a proposal for a sim-
ple, but more equity-based fee structure .
GOAL #4 - COMPLETE CAPITAL IMPROVEMENT PLAN
The Capital Improvement Plan is being scheduled to fit ino the
Periodic Review Process , with the full C . I .P. Draft to Council in
September .
The status of some major elements are as follows:
The Comprehensive Pathway Plan will be presented to the Planning
Commission on August 22 , 1988 .
The City Council was briefed on the Water Master Plan findings
and proposed capital improvement needs on June 15. Adidtional
decisions on City policies will be necessary , however, a schedule
of these presentations to Council has not been set.
The draft of the Sanitary Sewer Plan is being reviewed by staff.
It is expected that the report will be ready for presentation to
the City Council by September .
GOAL #5 — ESTABLISH DEVELOPMENT PLAN FOR BOONES FERRY CORRIDOR
S
Resolve County/City differences in unincorporated areas. Staff
has made initial contacts with County and several property owners
in the area. Drafts of potential land use designations have been
exchanged by county and city staff.
GOAL #6 - DEVELOP STRATEGIC FINANCIAL PLAN
The Budget Subcommittee completed its review of Police-Fire Fund
needs and recommended that there be no levy for fiscal year
1988-89 . Based upon action by the Budget Committee, staff is
currently developing a work plan for a police-fire levy in fiscal
year 1989-90 . Staff is working on the definition of what goes
into a stategic financial plan in an effort to develop a work
plan for various funds .
GOAL #7 — IMPLEMENT ANNEXATION AT A HIGHER LEVEL
An annexation agreement for the south side of Kruse Way is
currently under way . A final draft could be brought back to
Council in August .
The new Associate Planner is to begin work on public information
and costs/benefits of annexation and services provided, following
completion of periodic review.
A dual interest area agreement with Clackamas County is being
S
reviewed by staff. Several drafts have been exchanged between
City and County staff .
SEMIANNUAL REPORT - JANUARY THROUGH JUNE , 1988 PAGE 3
i .
GOAL #8 - REVIEW OF SERVICE LEVELS •
Staff ' s reaction is that the material presented at this year ' s
budget sessions , plus the improvements covered in the budget
message, seem to satisfy this goal.
GOAL #9 — DEVELOP PUBLIC INFORMATION PLAN
Staff is currently accessing software and paper stock for
upgrading the quality of the "Newsletter . "
•
•
SEMIANNUAL REPORT - JANUARY THROUGH JUNE , 1988 PAGE 4
• NTAB
Neighborhood Traffic Advisory Board
Matt Finnigan, Chair Karl Rohde, Vice Chair
Nina DeConcini Jim Kronenberg
Michael Evans Paula McHenry
David Forman Craig Petrie
To: Budget Committee
Subject: Request for additional funding for three Special Projects
(Royce Way,Wembley Park Road, and West Bay Road).
Date: May 7, 1995
• The Neighborhood Traffic Advisory Board (NTAB) is grateful for the community support
and funding that we have received to make our projects successful. We are aware that
$40,000 is already included for actual construction of speed bumps in the FY 95-96
Capital Streets Overlay Budget and in the proposed Street Bond Measure. This $40,000
will allow NTAB to continue to work.
The additional $55,000 that we are requesting will allow NTAB to finish traffic calming
on Royce Way, Wembley Park Road and West Bay Road. The three projects we have
described in our request for additional funds are unique. They are streets ranked very high
on NTAB's list of streets in need of traffic calming. They are streets that we know that
speed bumps have not been enough. They are streets that require additional traffic
management devices. They are streets that must receive additional help if NTAB is to
carry out the duties that the City Council assigned to it.
NTAB is anticipating that the requests for traffic management devices will decrease by
1997 and from that point on NTAB funds will be spent on special traffic management
devices. Chicanes, channelization, necking down and other special projects will be the
predominant type of improvements.
Since our last visit with the Budget Committee,NTAB has put together further
information justifying our request for an additional $55,000 in funds. The following
paragraphs contain more detailed information on the three streets identified by NTAB in
need of traffic management devices for traffic control.
•
•
Royce Way
Royce Way is a neighborhood collector with a grade school that makes this street
a bus route, school pedestrian route as well as the neighborhood traffic collector.
It has a disproportionate volume of through traffic for a neighborhood collector.
It is a convenient route to Stafford Road from Bryant Road with a high school
located near the Stafford Road end on Overlook Drive. This gives Royce Way a
high volume of high school student traffic. Traffic tends to speed on this street
because of the steep downgrade and the width. School buses, the downgrade and
excessive speeds require traffic management measures beyond speed bumps.
NTAB proposes the installation of chicanes that we define as undulations of the
pavement or roadway geometry changes, such as, a series of slight to moderate
turns that imposes on the driver a need to slow down. In traffic engineering terms
it is often referred to as creating traffic friction which is a proven method of
slowing drivers. The estimated cost of this project is $33,000.
Wembley Park Road
Wembley Park Road is also a street with a grade school located on it. Just as •
Royce Way, Wembley Park Road has school buses,child pedestrians and
neighborhood traffic. The unique problem that this street has is a wide throat
intersection at Country Club Road. Traffic traveling eastbound on Country Club
fails to slow when turning right onto Wembley Park Road. They have been
traveling 40 MPH on Country Club Road and there is no physical deterrent to slow
them down to the speed limit on Wembley Park Road. Drivers continue this glide
path speed at a considerable distance into the neighborhood.
Portland had the exact same problem in Eastmoreland at Bybee Boulevard and
Tolman Street. Portland found that an effective solution was in"necking down" at
the Tolman Street approach. Now almost all the neighborhood streets adjacent to
the Bybee Boulevard collector has had this traffic management device installed.
NTAB proposes the same necking down treatment at the Wembley Park Road
approach for a cost of$11,000.
West Bay Road
West Bay Road is a local neighborhood street that runs parallel to Lakeview, a
collector street, and connects with Bryant Road and South Shore, both major
collector streets. West Bay Road's unique problem is that it is a perfect bypass •
• route from the major street system and a short cut for all drivers wishing to avoid
the four-way stop at the intersection of Lakeview and Bryant and the three-way
stop at Lakeview and South Shore. This situation caused both an excessive
volume of traffic for a local street and a speeding problem from cut-through traffic.
Although speed bumps were successful in slowing traffic, traffic volume remained
at over 2,000 vehicles per day before the temporary test diverter was installed..
NTAB's goal was to reduce the traffic volume to an acceptable rate of 1200
vehicles per day by deterring the cut-through traffic. A traffic management test
device was installed on the east end of West Bay Road with a no left turn allowed
from South Shore onto West Bay Road. This solution has been very successful
and encourages traffic to use the major street system. Traffic has not been
diverted onto other nearby local neighborhood streets.
The temporary traffic management device has been in place for over four months
now and NTAB is requesting $11,000 to install a permanent channelization island
at the east end of West Bay Road at South Shore.
The residents along these three streets have been waiting patiently for these projects to be
• completed and to reclaim their streets for their neighborhoods. NTAB and the families
along these streets thank you for your consideration.
Sincerely,
Matt innigan,
NTAB Chairman
• • •
Royce Way
2 Speed Humps
85TH
Volume PERCENTILE
SPEED
Main Street Counter Location Date N/E S/W Total N/E S/W
Royce Wy 2 200' Northeast of Blue Heron Before TMD 10/5/93 2373 2362 4735 31 31
After TMD 3/14/95 2226 2087 4313 30 29
%Change _ -6% -12% -9% -3% -6%
Royce Wy 3 320' East of School Driveway Before TMD 10/5/93 2177 2164 4341 35 33 ,
After TMD 3/14/95 2059 1917 3976 28 31
%Change -5% -11% -8% -20% -6%
Royce Wy / 445' SW of Blue Heron Before TMD 10/5/93 2486 2452 4938 36 38
After TMD 3/9/95 2385 2161 4546 34 36
%Change _ -4% -12% -8% -6% -5%
• . .
Wembley Park Rd
2 Speed Humps
85TH
Volume PERCENTILE
SPEED
Main Street I Counter Location I I Date N/E S/W Total N/E S/W
Wembley Park Rd 200' South of Wembley PI RckBefore TMD 1/4/94 547 566 1113 35 33
2- After TMD 3/7/95 657 688 1345 32 32
Change 20% 22% 21% -9% -3%
Wembley Park Rd 200' East of Twin Fir Rd Before TMD 1/4/94 173 162 335 30 27
After TMD 3/8/95 213 228 441 26 27
Change 23% 41% 32% -13% 0%
Wembley Park Rd 400' South of Country Club Ri Before TMD 1/4/94 665 685 1350 35 34
After TMD 3/7/95 771 795 1566 35 34
%Change 16% 16% 16% 0% 0%
•
Uplands Dr 150' West of Ridgecrest Dr Before TMD 9/27/94 65 81 146 22 22
After TMD 3/30/95 67 78 145 22 24
%Change 3% -4% -1% 0% 9%
I. • • ,
Westbay Rd.
2 Speed Bumps, Traffic Diverter at South Shore Blvd
85TH
Volume PERCENTILE
SPEED
Main Street I Counter Location I 1 Date N/E S/W Total N/E S/W
West Bay Rd , 250' East of Virginia Way Before TMD 9/29/94 1516 1133 2649 31 31
After Speed Bump 11/17/94 1240 949 2189 31 31
:0VfiQbfi,,..'•,$,:nv?`n. ::::.;4'�Y.V.-..;.. lg..''_.�,f.:',�..:k..i. ::iI•�'i'.:•�..•.,:`lSlT.•.r-+':�••<:i M:'r?...:::::. Y;fQ':?i:i:`:::
After Diverter 2/28/95 1046 72 1118 31 30
l0>Ci1afitiON.: :; ....:::.t#V:>::::N>:*..9Crn:: f <>`:;:': , : .>::>:::::"; 'f�i><
iOttitNieliiiiitteS Sig4MIE4:^?4!�°Jet?.f. :':�:•.4'^x.,.':::? °1b.:.>.a: . ;0°V:.:; :•000.,4E'•.< ':
West Bay Rd 300' East of Bryant Rd Before TMD 9/29/94 1600 1200 • - 2800 30 32
After Speed Bump 11/17/94 1204 1168 2372 27 26
tr14.6Ai.O`: •y ..::0'+�.�i.A�::• ' :,R:c:,•x::l'J0 g: •r.;:>; i::: %��af�>[
After Diverter 2/28/95 1119 151 1270 ,, :;�. 0.•,��r.#:
20 24
,ip'i y i '3tt:ki fiT}i .,c..:..nR:c.' .G�.:V
: . it ..ww
i?:i+i:E'i}i. iiin,11 ii' .
Page 1
LAKE OS GO POLICE i • \
COMPUTER AIDED DISPATCH
SYSTEM i
•
.____I__ I [ D A L l
atrixAmber
Tope Priinter X-Windows V I X Terminal
Bock-up .-_- --. Console (VT420) CLASS
310( -80 CCOM
_____ I LEDS
Mgtrix
- Logg PC (4ing8g) ' BOEC
Thin Ethernet Backbone
I
LOCOM L.O. POLICE West Linn Police L.O. FIRE West Linn Fire
(leased line) (leased line) (leased line)
Amber BRIDGE
486 PC Terminal Amber Amber Amber
(VT42O) Terminal - Terminal' - Terminal
(VT42O) (VT420) (VT42O) Thin Ethernet WAN
Mgtrix
486 PC i Printer ` g{rix dial-up dial-up
Printer j 1 I
�.../- Westlake d POLICE
486 PC i-L PQnter I- Priinter
j
FS3
/ ` i \-/
Mgtrix j Jean Rd j -{ PATCH PANEL
- Printer j gtrix Mgtrix
�. !- Printer . !" Printer 11111111111
�_,- / --{ CONCENTRATOR
- Mgtrix Printer I S.Shore ! Mgtrix
•-.._/ - Mgtrix r Printer --{ CONCENTRATOR
Printer f
CCOM = Clackamas County Communications I Mgtrix
BOEC = Bureau of Emergency Communications (PDX Police) •- Printer
CLASS = Clackamas Law-enforcement Automated Support System -___.."-
LEDS = Low Enforcement Data System
IIII OVERVIEW
The LOCOM Computer-Aided Dispatch system was implemented October 16, 1995. The
system runs on DEC/Digital hardware and PRC software, (CAD version 26). As described in
the diagram, Dual VAX 3100 processors support a network of 486 PC dispatch workstations,
remote terminals, printers and interfaces. (refer to diagram of configuration).
West Linn participated in the CAD project and contributed one-third of the purchase price of this
system in addition to their yearly user fees.
BENEFITS
Several benefits are typically discussed and associated with Computer-Aided Dispatch.
1. Call processing time; Improves efficiency, shortens call turn around time(see example)
*Automatic loading of E911 information
*Immediate notification of unit availability(no lookup).
III *Display of cross street and map page number
*One second unit recommendation
2. Reduces errors, (which reduces liability)
*Automatic incident loading reduces repetition and transposing numbers
*Unit recommendation reduces incorrect responses
*Improved quality assurance
*Increased conformance to procedures, (built into system).
3. Increased field responder safety
*Warning timers remind communications operators to check units
*System automatically checks license plates for stolen/registration
ID
*Hazardous address flagging warns responders
• Page 2
CAD Overview
4. Increased data availability for field users and management
*MIS system allows routine response time/call handling statistic reports to be generated
*Calls for service can be sorted by agency, officer, time of day or other necessary criteria
*Easier access and more complete call information to respond to call inquiries.
5. Personnel cost reduction (long term; after transition year)
*Eliminating need to add communications operators for call load increases or additional
field users
*Direct correlation between call handling time savings and staffing needs
6. CAD-A system to build on.
*CAD can be interfaced with Records Management System (RMS) to automatically load
information
*Mobile data terminals could be added to CAD system
*Emergency preparedness issues resolved using RMS processor as LOCOM backup
•
pRQCPPURF, MANUAL, CAn
Call caters 9-1-1 system 6 sec 6 sec
Pboac answered 10 sec 10 sec
'9-1.1 Police,Fire,or Medical'
What is your address?
What is your name? 45 scc 35 scc
What is your phone number?
What is happening?
Determine priority of the call 5 scc 0 scc
Look up address is Loctor to 20 scc 0 scc
determine jurisdiction
Assess to see what District/Response arca 10 scc 0 scc
Time stamp card and present to 10 sec 0 scc
the correct dispatcher
Dispatcher reviews card/scrcca 10 scc 5 scc
• Gall taker explains any information 10 scc 0 sec
that carrot be read
Dispatcher determines/checks scants 15 scc
TOTAI. 221 min 56 scc
Units dispatched on the call 30 scc 30 scc
Card time stamped. Dispatch
which police unit responding sec sec
on card
TOTAL 35 scc 30 sec
Total processing time from ticue
call rectircd to unit dispatched 2:56 min 1:26 min