2007-498-Order No. 2007-086 Recorded 5/3/2007COUNTY RECO
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BEFORE THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON
An Order Approving a Waiver of Land Use
Regulations to Authorize Stevenson Ranch, LP to * ORDER NO. 2007-086
Use the Subject Property as Allowed When It
Acquired the Property
WHEREAS, On November 2, 2004, the voters of the State of Oregon approved Ballot Measure 37
which added provisions to Oregon Revised Statutes (ORS) Chapter 197 to require, under certain circumstances,
payment of just compensation to landowners if a government land use regulation reduces property value. In lieu
of just compensation, Ballot Measure 37 authorizes the governing body of a local government to modify,
remove or not apply the land use regulation, and
WHEREAS, Stevenson Ranch, LP made a timely demand for compensation under Measure 37 for a
reduction in value to their property at 20909 Knott Road, Bend, Oregon due to regulations which took effect
after it acquired this property, and
WHEREAS, Section 8 of Measure 37 authorizes the Board, as the governing body responsible for
adoption and enforcement of County regulations, to not apply the identified land use regulation that restricts the
owner's use and reduces the value of the property in lieu of payment of compensation; and
WHEREAS, the Board has received the report and recommendation of the County Administrator as
required by DCC 14.10.090; and
WHEREAS, the Board has considered the Administrator's report and the evidence presented by the
parties at a Board meeting as required by DCC 14.10.090; and
WHEREAS, the Board makes the following findings of facts and conclusions;
1. On November 30, 2006, Stevenson Ranch, LP filed a Measure 37 claim with the Community
Development Department.
2. The property is located at 20909 Knott Road, Bend, Oregon and is within Deschutes County.
3. The County Administrator has recommended that the regulations for the subject property that
were not already in effect until after October 3, 1977, not be enforced in lieu of payment of just
compensation to Claimant. The Administrator's report is attached and incorporated by reference
into this Order as Exhibit "A."
4. The Board concurs with the Administrator's report that Stevenson Ranch, LP is the present
owner of the subject property described in Exhibit "B," having acquired an interest in it and
continuously owned it since October 3, 1977. The County finds and concludes as set forth
below.
5. The Board concurs with the Administrator's report that the current zoning regulations, if applied
to the subject property, would not permit a subdivision of the subject property in the desired
PACE 1 of 3- ORDER No. 2007-086 (04/30/07)
location. The current regulations are land use regulations which are not exempt from Measure
37 claims.
6. The Board concurs with the Administrator's report that an application for a subdivision of the
subject properties would be denied if the current regulations were applied. Therefore, such an
application to determine enforcement of the current zoning to the Claimant's property would be
futile.
7. The Board concurs with the Administrator's report that there is no evidence which demonstrates
that the current procedural regulations for a land use permit have reduced the value of the
subject property.
8. The Board concurs with the Administrator's report that subdivision of the property may be
feasible. However, these matters can and would be evaluated in connection with a permit
application. Despite the lack of a precise amount of reduction in value, the loss of the ability to
subdivide the subject property would be a substantial amount of reduction in fair market value if
the regulations at the time Claimant acquired the property allowed such a use; now, therefore,
THE BOARD OF COUNTY COMMISSIONERS OF DESCHUTES COUNTY, OREGON, HEREBY
ORDERS as follows:
Section 1. The Board hereby determines, based on these findings, conclusions, and the Administrator's
report in Exhibit "A," that the claim is eligible under DCC 14.10.100.
Section 2. The Board hereby elects to not apply nonexempt County land use regulations, to the subject
property described in Exhibit "B" in lieu of payment of just compensation under Ballot Measure 37. Claimant
may apply for a use of the subject property consistent with the substantive land use regulations in effect at the
time it first acquired the property. That land use shall be permitted if the subject property fully complies with all
substantive land use regulations in effect on October 3, 1977. The Community Development Director is hereby
authorized to determine the effects that any exempt land use regulations, as listed in ORS 197.352(3)(A)-(D),
would have on Claimant's proposed use. As used in this section, "land use regulations" refer to those listed in
ORS 197.352(11) (B). The Board does not waive current procedural regulations. Procedural regulations are
those which set forth the system, method, or way of processing land use applications, such as the requirement to
submit a certain form. Substantive land use regulations which are waived are those which regulate the actual
use of the land, including those listed in ORS 197.352(11)(B), and including regulations such as minimum lot
sizes, density restrictions, setbacks not protecting public safety, and height limits. The Board does not waive
exempt regulations which include those described in ORS 197.352(3), but the provisions of ORS 197.352(3)(E)
is subject to this Board's order as to dates of acquisition for Stevenson Ranch, LP.
Section 3. To the extent that any law, order, deed, agreement or other legally enforceable public or
private requirement provides that the subject property may not be used without a permit, license, or other form
of authorization or consent, this order does not authorize the use of the subject property unless the Claimant first
obtain that permit, license, or other form of authorization or consent.
Section 4. This Order is a waiver of a non-exempt County land use regulation from a property
determined to be claim eligible as defined in DCC 14.10.020(0).
Section 5. A STATE OF OREGON WAIVER MAY BE REQUIRED FOR THE DEVELOPMENT OR
USE OF THE SUBJECT PROPERTY. ALTHOUGH THE COUNTY WILL ACCEPT AND PROCESS
SUBSEQUENT LAND USE APPLICATIONS ASSOCIATED WITH THE SUBJECT PROPERTY,
APPROVAL MAY NOT BE GRANTED WITHOUT A VALID WAIVER FROM THE STATE PERTAINING
TO STATE REGULATIONS WHICH WOULD OTHERWISE PRECLUDE THE PROPOSED LAND USE.
THIS WAIVER APPLIES ONLY TO THE LOCAL REGULATIONS SPECIFIED ABOVE. DESCHUTES
PAGE 2 of 3- ORDER No. 2007-086 (04/30/07)
COUNTY LACKS THE AUTHORITY TO WAIVE ANY STATE REGULATIONS OR LAWS. STATE
LAWS AND REGULATIONS MAY APPLY TO THE USE OF THE PROPERTY DESCRIBED HEREIN,
AND A WAIVER OF SUCH LAWS AND REGULATIONS MUST BE SEPARATELY OBTAINED BY THE
OWNERS FROM THE STATE OF OREGON.
Section 6. This Order shall be recorded in the Deschutes County Deed Records together with portions
from the deed or other instrument in Exhibits A and B sufficient to identify the subject property for recording
purposes.
DATED this day of April, 2007.
ATTEST:
:7 . &4e,4, -
Recording Secretary
DENNIS R. LUKE, VICE C IR
TAMMY ANEY, COM SSIONER
PAGE 3 of 3- ORDER No. 2007-086 (04/30/07)
BOARD OF COUNTY COMMISSIONERS
OF DESCHUTES COUNTY, OREGON
Deschutes County Department of Administrative Services
1300 NW Wall St., Ste. 200, Bend, OR 97701-1947
(541) 388-6570 Fax (541) 385-3202 - www.deschutes.ora
TO: Board of County Commissioners
From: David Kanner, County Administrator
RE: Measure 37 Claim - Stevenson Ranch, LP (Claimant)
20909 Knott Road, Bend. OR
Introduction
DATE: April 30, 2007
The County processed the initial Measure 37 claims using its brief claim form, evaluating the submission,
and preparing this report and recommendation under DCC 14.10, the Measure 37 ordinance. The
County's claims process recognizes that less precise evidence of value may be sufficient to evaluate
claims, since there are currently no County funds available for payment of compensation. Also, the
ordinance provides further opportunities for affected neighbors to present evidence and testimony at the
Board meeting when these claims are considered.
This report and recommendation is intended to be a summary and evaluation of evidence in the record.
The report may be attached to the Board's Order which decides Measure 37 claims, as a factual basis for
the Order. Any factual changes or additions to this report from testimony or other evidence can be made
part of the Board's Order. Claimant and affected parties have the opportunity to rebut this Report and
provide additional relevant evidence to the Board. Also, under the County's process, claimant must
provide evidence that the desired use of the property, which may be allowed by a waiver of County
regulations is feasible, i.e., not prevented by physical, utility or other development limitations of the site.
Report and Recommendation - DCC 14.10.090
This is my report and recommendation on this Measure 37 claim received on November 30, 2006, when
Measure 37 was in lawful effect. Claimant has paid the filing fee and submitted the County's official
demand form. The property consists of one lot with approximately 28 acres in one tax lot. The current
zoning is EFU-TRB, Surface Mining Impact Area (SMIA). The Claimant's desired use is to subdivide the
property into 15-20 residential lots, currently restricted by County land use regulations. Claimant alleges a
Page 1 of 5 - Exhibit A - Order No. 2007-086
reduction in value of approximately $5,634,780 due to the inability to subdivide as desired. The following
is an analysis of the evidence in the record on the elements of this Measure 37 claim.
Current Owner - Stevenson Ranch, LP is the owner of the property comprising this claim: 18-12-22, Tax
lot 301 located at 20909 Knott Road, Bend. Claimant submitted a copy of a warranty deed, dated April
15, 1975, showing Wallace E. Stevenson as grantee recorded at Volume 217, Page 614 Deschutes
County Official Records. Wallace Stevenson conveyed the property to D.M. Stevenson Ranch, LP by
warranty deed dated October 3, 1977, recorded at Volume 259, Page 820 Deschutes County Official
Records. The Claimant states through its representative, Thomas Stevenson in an unsigned affidavit,
that he is the nephew of Wallace Stevenson and the property was transferred to the limited partnership
for estate planning purposes. Other than this relationship, there is no evidence in the record of the family
relationship among the original and subsequent partners in terms of whether such other partners meet
the Measure 37 definition of "family member." Claimant LP is listed on County records as the owner and
has owned the property continuously.
Owner Date of Acquisition - October 3, 1977
The date of acquisition by the current owner is the relevant date for Board consideration of waivers under
section (8) of Measure 37. The compensation section of Measure 37, section (6), uses the acquisition
date of a family member to determine the extent of reduction in value for compensation. Since the County
has no funds budgeted for payment of compensation, waivers that are issued by the County are limited
by section (8) of Measure 37 to County land use regulations that were adopted after the later acquisition
date of the current owner. If a waiver is granted as to County land use regulations which were adopted
after the current owner's acquisition date, no compensation is due, even if the prior family member held
the property for many years. While this may seem inconsistent, the measure was, evidently, written to
encourage waivers of local and state land use regulations. The first date for which there is documentation
showing D.M. Stevenson Ranch, LP obtained an interest in the property is October 3, 1977.
Restrictive Regulation - Zoning Regulations.
Under the terms of the ordinance, the claimant must identify County land use regulations that prevent the
claimant from using the property in a way that it otherwise could have used the property at the time the
property was acquired, and thus reduce the value of the claimant's property. The Claimant has not
identified specific provisions of the county's ordinance but has alleged that current EFU and SMIA zoning
Page 2 of 5 - Exhibit A - Order No. 2007-086
regulations have reduced the value of its property by prohibiting the ability to divide the property into
smaller lots. At the time of acquisition the property was zoned A-1 under PL-5 (Effective 11/15/72).
There was a minimum lot size regulation of five acres in effect in 1977 in Deschutes County Ordinance
No. PL-5.
Additional regulations were adopted after the acquisition date of 1977 and would have the effect of further
restricting the subdivision of the property. While the county would need to evaluate any land use
application that may be submitted pursuant to regulations in effect at the time Claimant first acquired an
interest in the property, it appears that in theory, based upon regulations in effect in 1977, that a land
division may have been permitted at that time.
Enforcement of County Regulation - futile DCC 14.10.040(G).
Measure 37 requires that an ordinance which restricts the current owner's use be "enforced" against
them. Claimant has not have applied for a subdivision resulting in the current zoning being enforced on
the subject property. Claimant has demonstrated that submitting an application for such a land division
would be futile. This Report confirms that such an application for the desired subdivision would violate the
current requirements and be denied. Therefore, the intent of DCC 14.10.040(G) has been met for this
claim.
Reduction in Value - $5,634,780 alleged on Claim Form
The ordinance requires that the Claimant provide evidence of the amount of the claim in alleged reduction
in the fair market value of the property resulting from the enforcement of the County's land use regulation.
• Claimant has asserted that a land division would be approved.
• Claimant's property is not located along any public road so access may be an issue.
• Other public utilities may be available to the property.
• Claimant has not submitted an appraisal, or opinions from real estate professionals in an attempt
to show the diminution in value based upon limitations on land division of the property. Claimant
has submitted an opinion of value by its representative, Thomas Stevenson.
Claimant's alleged reduction in value appears to be based upon the assumption that lots created by
subdividing the property are fully marketable and useable by others for development. Referring to a
recent Opinion of the Oregon Attorney General, rights obtained under Measure 37 are personal to the
present property owner. Assuming an owner, having obtained the necessary "waivers" from the County
and the State, could subdivide the property, future owners would, according to the Attorney General, be
Page 3 of 5 - Exhibit A - Order No. 2007-086
precluded from using the property in a manner inconsistent with land use regulations in effect at the time
of the transfer. Thus, the amount of reduction in value asserted by the Claimant may be unreliable, if the
resulting lots are unusable by future owners, based on their having to comply with zoning regulations in
place when such future owners acquire the property. If Claimant could have obtained approval of a
subdivision of the property on the date it first acquired an interest in the property, but not under zoning
restrictions adopted after Claimant's acquisition date, and the resulting lots are fully marketable and
useable by future owners, then the value of Claimant's property for Measure 37 purposes would be
reduced. Consistent with the County's procedural ordinance, Chapter 14.10, this report takes no position
on whether a waiver obtained by a claimant and any resulting development approval are fully transferable
with the property.
Effect of County Waiver - Measure 37 clearly allows the County to waive its non exempt land use
regulations only back to the date the current owners, not family members, acquired the property:
"(8) Notwithstanding any other state statute or the availability of funds under
subsection (10) of this act, in lieu of payment of just compensation under this act,
the governing body responsible for enacting the land use regulation may modify,
remove, or not to apply the land use regulation or land use regulations to allow
the property owner to use the property for a use permitted at the time the owner
acquired the property.. (emphasis added)
11(c) "Owner" is the present owner of the property, or any interest therein. "
In this case, Stevenson Ranch, LP has continuously owned an interest in the property since 1977.
Measure 37 exempts regulations which were enacted prior to the acquisition date of the owner or a family
member of the owner. The definition of family member includes a "legal entity owned by any one or
combination of these family members." Since the series of family members in this definition is limited to
the traditional members, i.e., father, mother, sister, brother, etc., and Thomas Stevenson has asserted
that he is both a partner of D.M. Stevenson Ranch LP (although not an original partner) and the nephew
of Wallace Stevenson, the claimant can refer to county land use regulations enacted after the family
member (Wallace) acquired the property in order to establish a reduction in value. As noted, Wallace
Stevenson acquired the property on April 15, 1975.
Page 4 of 5 - Exhibit A - Order No. 2007-086
A claimant who receives a waiver must use the current process to seek the needed permits based on the
zoning in place at the time the current owner acquired the property. Except in a rare case, the current
procedural requirements for handling permits are not regulations that reduce value. Therefore, the
County's procedural regulations are not waived.
Conclusion and Recommendation
The present owner of the property has submitted a claim pursuant to Measure 37 which demonstrates
eligibility for its use of the subject property based on nonexempt land use regulations in effect on October
3, 1977, the date when Claimant first acquired an interest in the property. There is evidence in the record
that a land division of the subject property would be feasible.
My recommendation is that the Board approve a waiver in the form of Order attached. This Order would
have the effect of waiving the nonexempt County land use regulations which were not in effect until after
October 3, 1977, to allow the Claimant to use the property in a manner permitted at the time it acquired
the property. This waiver is not a development permit. By granting a waiver, the County does not commit
itself to approving Claimant's desired permit.
Cautionary Note on Measure 37
Claimant should understand that a decision by Deschutes County may not enable them to proceed with
future development or construction unless the State of Oregon approves a waiver of applicable State land
use regulations. Claimants who wish to obtain information relative to their "State" claims under Measure
37 are advised to contact the State Department of Land Conservation and Development and the
Department of Administrative Services.
Page 5 of 5 - Exhibit A - Order No. 2007-086
i . .
F~
The East Half of the Northwest Quarter of Sec-
tion 22, Township 18 South, Range 12, MM,
Deschutes County, Oregon,
EXHIBIT B