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2018-366-Minutes for Meeting July 30,2018 Recorded 8/31/2018
C�,3T E S COG BOARD OF � COMMISSIONERS 1300 NW Wall Street, Bend, Oregon (541 ) 3 88-65 70 1:30 PM Recorded in Deschutes County CJ2018-366 'Jancy Blankenship. County Clerk Commissioners' Journal 08/31/2018 3:15:26 PM 2018-366 FOR RECORDING STAMP ONLY ALLEN CONFERENCE ROOM Present were Commissioners Tammy Baney, Phil Henderson and Anthony DeBone. Also present were Tom Anderson, County Administrator; Erik Kropp, Deputy County Administrator; David Doyle, County Counsel; and Sharon Keith, Board Executive Assistant. One identified representative of the media was in attendance. CALL TO ORDER: Chair DeBone called the meeting to order at 1:32 p.m. ACTION ITEMS 1. 2018 Coordinate Human Services Transportation Plan Judith Ure, Management Analyst presented along with Michelle Rhoades Transportation Manager of Central Oregon Intergovernmental Council (COIC) and Karen Friend, Executive Director of COIC. Ms. Ure gave the history of the transportation plan and the importance of the funding for the plan and coordinating services for public transit. Ms. Rhoades reported on the Deschutes County priorities and impacts of the region. The Steering Committee helped to identify the priorities of the region. The top priorities for Deschutes County were to create a dedicated BOCC WORK SESSION JULY 30, 2018 PAGE 1 OF 7 funding source for public transportation; to support, maintain and strengthen the existing transportation network to leverage funding; expand services to evening and weekend; develop education and outreach; and provide fixed route services outside of Bend. Medium priorities and additional strategies were also reviewed. Commissioner Henderson commented on the transportation services in Bend and the general concept of density - Commissioner Henderson feels that many folks are not in support of high density housing. The Central Oregon Coordinated Human Services Transportation Plan was provided to the Board for consideration of adoption that includes priorities from the steering committee as a plan to coordinate funding and transportation services to improve access to vital destinations in Central Oregon. The plan is being presented to the counties of Deschutes, Jefferson, and Crook. The City of Bend has made the transit routes a priority for snow removal and inclement weather announcements are made to keep the public aware of any changes in the routes. The Board discussed the priorities and services provided to the community. Discussion held on the need of possibly including NE Courtney on the bus routes for population services for behavioral health and public health. The City of Bend could be approached on solving issues with problem areas. In addition to the proposal of slight language changes, Commissioner Henderson requests additional time for further review. Ms. Ure noted the timing issue for Oregon Department of Transportation adoption timelines. Commissioner DeBone suggested bringing the document back to the Board's Business Meeting of Wednesday, August 8 under Consent Agenda. Commissioner Henderson commented on the importance of identifying what neighborhoods really need for public transportation and route services. Open houses and on-line surveys will be available for the public input regarding the transit system. BOCC WORK SESSION JULY 30, 2018 PAGE 2 OF 7 2. Statewide Transportation Improvement Fund Administration Judith Ure, Management Analyst presented this item along with Ms. Friend and Mr. Rhoades of COIC. State legislation passed during the 2017 session creating new funding mechanisms designed to expand public transportation services in Oregon communities. The statewide transportation improvement fund is projected to initially provide $1,183,000 to qualified public transit serve providers operating within Deschutes County. The County is the qualified entity and COIC has proposed to manage this program. Commissioner Baney requested information comparing us with other counties. Commissioner DeBone reviewed the history of COIC process for this program. Ms. Friend provided history of searching for funding for public transit. Ms. Friend noted Crook County has contracted with them to manage their program and they are in conversations with Jefferson County. Ms. Friend provided a memo summarizing the presentation. Discussion held on commuters to Bend. Ms. Friend spoke on the coordinated effort to assure equity. Ms. Rhoades explained 90% of the funds must be used for purpose of transportation in Deschutes County. There are two application opportunities with application dates of November 1 and May 1. Commissioner Baney spoke on the partnership for funding. COIC recommends the Board agree to the May 1 I application submittal to allow for proper time for the community process of engagement. An intergovernmental agreement would need to be approved if the County wanted to have COIC to manage the program. An advisory committee could be formed by the County to provide recommendation on prioritization areas for funding. COIC is asking the Board to consider a joint management agreement with Crook and Jefferson Counties and the Confederated Tribes of Warm Springs and to have COIC perform the joint management duties. COIC encourages a two year agreement as a minimum time frame. Commissioner DeBone supports moving forward. Commissioner Baney commented on the legislation and the importance of a partnership and is supportive as well. Commissioner Henderson inquired on legal opinion and a two year clause could be included in the MOU. Commissioner Henderson BOCC WORK SESSION JULY 30, 2018 PAGE 3 OF'7 is generally supportive but would like more time to review and consider options. 3. Discretionary Grant Update Ms. Ure updated the Board about the items to follow up from the previous Work Session regarding Discretionary Grants. RECESS: At the time of 4:01 p.m. the Board took a recess and reconvened at 4:06 p.m. 4. Your Life Matters Suicide Prevention Grant Health Services staff presenting this item were Tom Kuhn, Whitney Schumacher, Jessica Jacks. They requested permission to apply for a suicide prevention grant through the St. Charles Health System Foundation to provide services and education in the high schools of Deschutes, Jefferson, and Crook Counties. The Board expressed support. BAN EY: Move approval of the grant application submittal HENDERSON: Second VOTE: BAN EY: Yes HENDERSON: Yes DEBONE: Chair votes yes. Motion Carried BOCC WORK SESSION JULY 30, 2018 PAGE 4 OF 7 5. Potential Marijuana Production Appeal, 63845 Deschutes Market Road and Consideration of Order No. 2018-056 Matt Martin, Community Development Department presented a potential appeal for marijuana production. The proposed production consists of a maximum 2500 square feet of mature plant canopy area located entirely within an existing fully enclosed accessory structure on the subject property. Opposition letters have been received. The Board expressed interest in hearing the appeal. BAN EY: Move approval of Order No. 2018-056 HENDERSON: Second VOTE: BAN EY: Yes HENDERSON: Yes DEBONE: Chair votes yes. Motion Carried 6. Non -Resource Lands / Draft Scope of Work Community Development Department Nick Lelack and Peter Gutowsky prepared a draft scope of work on non -resource lands. Central Oregon LandWatch has already initiated opposition. Mr. Gutowsky noted four phases in this draft scope of work after research based on case law. Phase 1 is to adopt comprehensive plan policies to establish eligibility criteria for resource zoned lands to be re -designed to non - resource lands. Phase 2 is to adopt a non -resource designation and NR -20 for eligible properties near Bend's UGB. Phase 3 is committed residential uses and adopt a non -resource designation and NR -10 zone for eligible properties. Phase 4 is to adopt NR -30 zone. This zone and the NR -20 zone are then available for eligibility property owners through a quasi-judicial plan amendment/zone change process. Discussion held on non -resource lands and definitions. The other things to consider would be going forward and engaging the public and consider if BOCC WORK SESSION JULY 30, 2018 PAGE 5 OF 7 needing a transportation analysis. Are there people that would advocate for the changes? CDD receives calls regularly inquiring on the possibility. Commissioner Henderson feels it should have a different name than non - resource land. Non -resource means non-agricultural or non -forest. Commissioner Baney noted every land has a resource. Mr. Gutowsky will return to a Work Session in August for further discussion. OTHER ITEMS: • Commissioner Baney noted the Board seems to be spending too much time with questions of staff in meetings and would hope that we could be mindful of our time and agendas of meetings. Preparing and reviewing materials prior to the meeting would allow for conversations with staff before the meetings. Because of the length of this meeting, the Executive Session will need to be rescheduled. • Whitney Hale, Public Information Officer presented the revisions to the slide presentation for the State of the County Address that is scheduled for Tuesday, July 31. • Whitney Hale, Public Information Officer presented a letter to the Vietnam War Memorial Fund supporting the Vietnam War Memorial on the Oregon State Capitol grounds. Commissioner Henderson suggested a language change. BAN EY: HENDERSON: VOTE: BAN EY: Move approval as amended Second HENDERSON: DEBONE: Yes Yes Chair votes yes. Motion Carried BOCC WORK SESSION JULY 30, 2018 PAGE 6 OF 7 COMMISSIONERS UPDATES: None were reported. EXECUTIVE SESSION: Will be scheduled for the next meeting. Being no further items to come before the Board, the meeting was adjourned at 5:21 p.m. DATED this _ 2-1 Day of 2018 for the Deschutes County Board of Commissioners, ANTHONYE ONE, CHI C PHILIP G. H ERSON, VICE CHAIR TAMMY BANEY, C ISSI NEI MING SECRETARY BOCC WORK SESSION JULY 30, 2018 PAGE 7 OF 7 Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 - www.deschutes.org WORK SESSION AGENDA DESCHUTES COUNTY BOARD OF COMMISSIONERS 1:30 PM, MONDAY, JULY 30, 2018 Allen Conference Room - Deschutes Services Building, 2ND Floor - 1300 NW Wall Street - Bend Work Session, which are open to the public, allow the Board to gather information and give direction to staff. Public comment is not normally accepted. Written minutes are taken for the record Pursuant to ORS 192.640, this agenda includes a list of the main topics that are anticipated to be considered or discussed. This notice does not limit the Board's ability to address other topics. Meetings are subject to cancellation without notice. CALL TO ORDER ACTION ITEMS 1. 2018 Coordinated Human Services Transportation Plan -,Judith Ure, Management Analyst 2. Statewide Transportation Improvement Fund Administration -Judith Ure, Management Analyst 3. Your Life Matters Suicide Prevention Grant - Thomas Kuhn, Health Services 4. Discretionary Grant Update -Judith Ure 5. Potential Marijuana Production Appeal, 63845 Deschutes Market Road and Consideration of Order 2018-056 - Matthew Martin,1p V Pla ner 6. Non -Resources Lands/ Draft Scope of Work -Peter Gutowsky, Planning Manager COMMISSIONER'S UPDATES Board of Commissioners Work Session Agenda Monday, July 30, 2018 Page 1 of 2 EXECUTIVE SESSION At any time during the meeting an executive session could be called to address issues relating to ORS 192.5660(2)(e); real property negotiations; ORS 192.660(2)(h) litigation; ORS 192.660(2)(d), labor negotiations; ORS 192.660(2)(b); personnel issues; or other executive session categories. Executive sessions are closed to the public; however ,with few exceptions and under specific guidelines, are open to the public. OTHER ITEMS These can be any items not included on the agenda that the Commissioners with to discuss as part of the meeting pursuant to ORS 192.640. ADJOURN Deschutes County encourages persons with disabilities to participate in all programs and activities. To request this information in an alternate format please call (541) 617-4747. FUTURE MEETINGS: Additional meeting dates available at www.deschutes.org/meetingcalendar Meeting dates and times are subject to change. If you have question, please call (541) 388-6572. Board of Commissioners Work Session Agenda Monday, July 30, 2018 Page 2 of 2 w n m m D 'S m 'o m D o' N m n C) rm Ln r H A z O m N N O A A Z N A A D m X Z r+ (D " 7 w Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 - Fax (541) 385-3202 - https://www.deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of July 30, 2018 DATE: July 25, 2018 FROM: Judith Ure, Administrative Services, 541-330-4627 TITLE OF AGENDA ITEM: 2018 Coordinated Human Services Transportation Plan RECOMMENDATION & ACTION REQUESTED: Review and approve the 2018 Coordinated Human Services Transportation Plan as prepared by Central Oregon Intergovermental Council (COIC) staff. ATTENDANCE: Scott Aycock, Community and Economic Development Manager, COIC SUMMARY: Deschutes County applies for and receives grant funds from the federal government and the Oregon Department of Transportation (ODOT) each biennium. Beginning in January 2007, all recommendations and decisions concerning grant funds were required to be made in accordance with priorities outlined in a human services transportation plan that was developed in compliance with state guidelines. The initial plan was prepared in 2007 by the Central Oregon Intergovernmental Council (COIC) through an agreement with ODOT and Deschutes County. The Board of Commissioners approved that plan in 2007 and a subsequent revised version in 2009. ODOT requires that these plans be updated periodically and contracted with COIC to complete this work during the 2017-19 biennium. As a result, the attached document, which includes a summary memo, the 2018 Coordinated Human Services Transportation Plan, and appendices, was prepared by Scott Aycock, Community and Economic Development Manager, and other COIC staff. It reflects a more regional approach than in the past and requires approval by Crook and Jefferson County as well as the Deschutes County Board of Commissioners. Mr. Aycock will be present during the 7/30/2018 work session to provide an overview of the plan and to answer any questions. If the Board so chooses, it may also adopt the plan at that time. Central Oregon Coordinated Human Services Transportation Plan Request for Adoption by the Deschutes County BOCC COIC Staff Report and Summary July 23, 2018 N A. Request COIC requests that the Deschutes County Board of County Commissioners review and consider adoption of the 2018 Central Oregon Coordinated Human Services Transportation Plan. This Staff Report provides information on the most significant elements of the Plan, including the plan's significance and purpose (sections B and C), the process for developing the Plan (section D), the Deschutes County priorities (section E), and the regional priorities (section F). B. Plan Significance Beginning in FY 2007, as a condition of Federal assistance, the ODOT Public Transit Division must certify to the U.S. Secretary of Transportation that projects selected for funding derive from locally developed coordinated plans. Also in 2007, Oregon statute required that Special Transportation Fund (STF) Agencies -- including Central Oregon counties and the Confederated Tribes of Warm Springs-- must complete a plan for their STF programs. These two planning requirements are very similar in intent and timing. To meet these planning requirements, STF Agencies (including Deschutes County) must complete a single coordinated plan that meets the state and federal requirements. In Deschutes County, forthe 2017-19 Biennium, the affected funds (STF and FTA 5310) are estimated to total approximately $1,982,108. C. Plan Purpose and Intent The purpose of the coordinated plan is to improve transportation services for people with disabilities, seniors, and individuals with lower incomes by identifying opportunities to coordinate existing resources; provide a strategy to guide the investment of financial resources; and guide the acquisition of future grants. The coordinated plan may include elements that address the unique needs of one population, but the guidelines also recognize that transportation needs cross population groups, and that individuals frequently fall within several population categories. The plan should address coordination of resources and services, including general public services available in the area, so as to minimize the duplication of effort, enhance services and encourage the most cost-effective transportation feasible. The plan should consider, to the maximum extent feasible, other similar plans in the regional area, resulting in regional opportunities to coordinate services. The 2007 and 2009 Coordination plan update, also managed by COIC, resulted in separate plans for each county. This 2018 update combines the strategies and needs into one regional plan with region -scale strategies as well as local strategies for each Central Oregon county and the Confederated Tribes of Warm Springs. D. Plan Development The Central Oregon Human Service Public Transportation Coordination Plan was built by the Central Oregon intergovernmental Council with support from a Regional Steering Committee, and with the input and engagement of dozens of stakeholders across the region (see Attributions on p. v. for a list), as well as with the guidance of the Crook, Deschutes, and Jefferson County and Confederated Tribes of Warm Springs STF Committees and other local stakeholders. This Coordination Plan was built using the process outlined in Table 1. Plan Development Steps in bold font show where Deschutes County STF Committee members and other local stakeholders participated in the process. Table 1. Coordination Plan Development Process Plan Development Stop Time Frame Notes Re !oral Steering Committee Meeting 1: Kickoff May 10 2016 Confirmed goals and process Regional stakeholder survey Mav 2016 Gathered and anal ed "Existin Regional Plans" Summer 2016 A endix A Developed "Existing.,Transportation Services" Info Summer 2016 Section 2 Gather Demographic Data and Build Transit Propensity Index TPI Mas July -August 2016 Section 3 Regional Steering Committee Meeting 2 Sept. 14, 2016 Reviewed all info since the May 10 meetin Generated draft Needs and Strategies Oct. — Dec. 2016 Based on survey results, RSC meetings to date, and Coordination Pilot project findings Section 3 Built Wikima in Tool Fall 2016 Section 3 Regional Steering Committee Meeting 3 January 5, 2017 Reviewed all info since last meeting; perforated the Wikimapping exercise. Prioritized list of Regional Strategies.___ Created final Regional Priority Strategies January 2017 As per outcomes of RSC meeting Section 4 Crook County STF and stakeholder meeting Jan. 19, 2017 Reviewed Regional Priority Strategies, generated new local strategies, and created priorities. Section 4 Jefferson County STF and stakeholder meeting Feb. 2 2017 Deschutes County STF and stakeholder meeting Feb. 28, 2017 CTWS STF and stakeholder meeting 1 Feb. 28, 2017 CTWS STF and stakeholder meeting 2 Sept. 21, 2017 Finalized all plan sections; formatting Winter 2017- 2018 Staff turnover delayed this outcome Regional Steering Committee Meeting 4 December 8, 2017 Reviewed Final Draft Coordination Plan Needs and Strategies Regional STF meeting April 9, 2018 Recommended final plan with revisions. Crook County STF meeting May 17, 2018 Recommended final plan with revisions Adoption by Crook County Court June 20, 2018 final Adoption by Jefferson County Board of County Commissioners June 27, 2018 final ]I= E. Deschutes County Priorities Identified in the Plan Following are the strategies identified at the Feb. 28, 2017 Deschutes County meeting, and further refined at the April 9, 2018 Regional STF Committee meeting. Deschutes County High Priority Strategies The following are in rank order: 1. Create a dedicated funding source for public transportation. 2. Support, maintain, and strengthen the existing transportation network, including both local service and community connector shuttles — leverage local public transportation investments to secure state and federal resources (Note: participants indicated that the "strengthen" part of this strategy was largely focused on providing fixed -route service in Redmond). 3. Expand service to later in the evening and weekends. 4. Education and Outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. 5. Provide fixed route services outside Bend, starting with Redmond. Deschutes County Medium Priority Strategies The following are all considered medium priority strategies for Deschutes County, and are weighted equally: • Create express bus routes. • Improve Bend DAR system (i.e. caregiver, child riding with parent). • Improve affordability of transit services to low-income individuals and veterans (e.g. subsidized fares and veterans ride programs) • Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. • Develop electronic fare card system. Additional Strategies Following are additional strategies that received votes in the Deschutes County meeting. They are not listed in rank order: • Make winter transportation more livable. e Encourage density and/or mixed housing stock (e.g. transit oriented development - TOD). Travel training — provide travel training classes to individuals who use paratransit service to convert to fixed -route service. • Create voucher system for ride -sharing programs. F. Regional Priorities identified in the Plan The following "Regional Priority Strategies" were developed by the Regional Steering Committee, composed of health and human services and transportation stakeholders that administer services at the regional scale, as well as STF Coordinators and other key leaders that operate at the local scale. Highest Priority Strategies: The Regional Steering Committee identified the following high priority strategies, listed in priority order: #1: Improve affordability of transit services to low-income individuals and veterans. Provide subsidized fares for low income clients and veterans needing access to health and human services. #2: Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. • Develop a quarterly coordinating meeting for public transportation and health and human services organizations. • Explore development of a regionally -based Special Transportation Fund (STF) Committee, or joint tri -county and Warm Springs STF Committee meeting to collect data on needs and services; and advise COIC directly on the allocation of resources to meet needs. As part of the exploration, consider integrating this committee with the required new local advisory committees required to access Statewide Transportation Improvement Fund (STIF) resources. • Create common datasets for transportation planning across the region and across transportation, health, and human services organizations. • Incorporate transportation network companies (TNCs) into the transit system and explore offering vouchers for TNCs to provide access to fixed -routes. #3: Expand public transportation services to late in the evening and on weekends. Work with human and health services stakeholders to identify priorities for expansion of services to later in the evenings and when/where to provide weekend services. #4: Education and Outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. #5: Create a Dedicated Local Public Fund for Transit. Identify priority geographies/communities and develop a local public tax base to provide additional services. Central Oregon Coordinated Human Services Transportation Plan - 2018 A Plan to Coordinate Funding and Transportation Services to Improve Access to Vital Destinations in Central Oregon Signature Pages Approved as recommended this , day of June 2018. On Behalf of Crook County: CROOK COUNTY COURT Seth Crawford, Judge Date: Jerry Brummer, Commissioner Date: Brian Barney, Commissioner Date: On Behalf of Deschutes County: DESCHUTES COUNTY BOARD OF COUNTY COMMISSIONERS Anthony DeBone, Chair Date: Phil Henderson, Commissioner Date: Tammy Baney, Commissioner Date: On Behalf of Jefferson County: JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS Wayne Fording, Commission Chair Date: Mae Huston, Commissioner Date: Mike Ahern, Commissioner Date: On Behalf of the Confederated Tribes of Warm Springs: Placeholder Purpose of the Coordinated Human Services Transportation Plan Regulatory Requirements Beginning in FY 2007, as a condition of Federal assistance, the ODOT Public Transit Division must certify to the U.S. Secretary of Transportation that projects selected for funding derive from locally developed coordinated plans. Also in 2007, Oregon statute requires that Special Transportation Fund (STF) Agencies -- including Central Oregon counties and the Confederated Tribes of Warm Springs-- must complete a plan for their STF programs. These two planning requirements are very similar in intent and timing. To meet these planning requirements, STF Agencies must complete a single coordinated plan that meets the state and federal requirements. Plan Purpose and Intent The purpose of the coordinated plan is to improve transportation services for people with disabilities, seniors, and individuals with lower incomes by identifying opportunities to coordinate existing resources; provide a strategy to guide the investment of financial resources; and guide the acquisition of future grants. The coordinated plan may include elements that address the unique needs of one population, but the guidelines also recognize that transportation needs cross population groups, and that individuals frequently fall within several population categories. The plan should address coordination of resources and services, including general public services available in the area, so as to minimize the duplication of effort, enhance services and encourage the most cost-effective transportation feasible. The plan should consider, to the maximum extent feasible, other similar plans in the regional area, resulting in regional opportunities to coordinate services. The 2007 and 2009 Coordination plan update resulted in separate plans for each county. This 2018 update combines the strategies and needs into one regional plan with additional strategies for each county and the Tribe. The primary purpose of the plan is to identify priorities that are used to direct state and federal funds. Funding Sources Affected ODOT Public Transit Division Discretionary Grant programs and projects funded by STF local formula allocations must be consistent with and derived from the Coordinated Plan. ODOT Discretionary Grant programs include: Formula Program for Elderly Persons and Persons with Disabilities (§5310); and Discretionary STF funding. Definitions Following are definitions for common terms used in this plan. The definitions are in alignment with Oregon Department of Transportation terminology: Public Transportation: Any form of passenger transportation by car, bus, rail or other conveyance, either publicly or privately owned, which provides service to the general public on a regular and continuing basis. Such transportation may include services designed to meet the needs of specific user groups, including the elderly, people with disabilities, and for purposes such as health care, shopping, education, employment, public services and recreation. This planning process does not seek to address needs or priorities related to transportation system infrastructure such as roads, streets, highways or bridges. Coordination: Cooperation between government, providers, businesses, individuals and agencies representing people unable to drive, low income, the elderly, and/or people with disabilities, to more effectively apply funding and other transportation resources to meet common transportation needs. Coordination actions may reduce duplication of services, reduce cost, increase service levels or make services more widely available in communities. Special or Target Populations: Low income individuals and households, seniors, and people with disabilities. iv Attributions The Coordination Plan was developed with the engagement of dozens of valued partners, including those who served on the Regional Steering Committee, community meeting attendees, and others that provided input via surveys or other means. Thank you! Abby Leibowitz, Crook County Health Department Alan Burke, St. Charles Health System Angie Gilley, Crook County Veterans Services Barb Frazier, Jefferson Co. STF Committee Ben Bergantz, Pacific Crest Affordable Housing Beverley Carlson, Crook Co. citizen Bill Duerden, City of Redmond Brenda Kappus, Deschutes County IDD Carley Brouse, Central Oregon Veterans outreach Carly Sanders, Neighbor Impact Carolyn Ribeiro, CTWS Behavioral Health Casey Bergh, OSU-Cascades Chelsea Stanton, is' Choice Assisted Car Chris Watson, Warm Springs Community Action Team Claudia Torres, COCOA Colleen Ferguson, Crook Co. Administration & STF Comm. Corina Burich, BestCare Treatment Services David Amiton, ODOT Active Transportation Deena Adams, Lutheran Community Services NW Donna Mills, Central Oregon Health Council Don Senecal, Jericho Road Dyan Kuehn, Neighborlmpact Elaine Henderson, Jefferson County STF Committee Elaine Knobbs, Mosaic Medical George Heinz, Neighborlmpact George McCort Crook County STF Committee Heather Hopkins - Sleckta Heather Lynch, DHS Vocational Rehabilitation Helen Houts, Jefferson County STF Committee Holly Wenzel, Croak County Public Health Jean McPherson, COCOA Jeff Monson, Commute Options Joe Viola, COCC John Livingston, Full Access High Desert Joni Bramlett ODOT Public Transit Division Jordan Ohlde, Disability Advocate Josh Smith, City of Prineville Judith Ure, Deschutes County* Kathy Marston, Jefferson County* Kathy Puckett, Crook County STF* Katie Russell, CTWS Community Health Services Keith McNamara, Deschutes County Veterans Services Kelly Ervin, Deschutes County Behavioral Health (*STF Coordinators) Ken Fahlgren, Crook County Commissioner Ken Wilhelm, United Way of Deschutes County Kristina Winkler, PacificSource Laura Hendricks, BestCare Treatment Services Leanno Lakeridge, DHS Levi Roberts, Croak Co. GIS Lindsey Stailing, Mosaic Medical Lori Ontko, City of Prineville Lonny Macy, Confederated Tribes of Worm Springs* Mary Lou Bernard Crook County STF Committee Matt Verdieck, Central Oregon Council on Aging Melinda Poitra, CTWS WIOA Services Mia Shapiro, Full Access Michelle Elliot BestCare Treatment Services Michelle Townsend, Deschutes County Health Services Molly Viles, Crook County HS Molly Toroli, Homeless Leadership Coalition Muriel DeLoVergne-Brown, Crook County Public Health Naomi Jacks, Jefferson County STF Committee Neta Bruce, Full Access High Desert Penny Pritchard, Deschutes County Health Services Regina Macko, Jefferson County STF Committee Reina Estimo, CTWS Health and Human Services Renee Gibbney, DHS Prineville Renee McClure, Crook Co. citizen Richard Lodeby, Madras City Councilor Richard Ross, Cascades East Transit Public Transit Advisory Committee Ron Cummings, Jefferson Co. STF Committee Rosemary Alarcon, CTWS Social Services DB Coordinator Shona Radford, CTWS HHS Branch Sara Worthington, Deschutes County Health Services Seth Johnson, Opportunity Foundation Theresa Conley, ODOT Public Transit Division Therese Helton, DHS Volunteer Services Tim Johnson, Full Access High Desert Tina Redd, CDCC Tom Machala, Jefferson County Public Health Tom Weiss, Jefferson County Veteran Services, Tory Flory, Central Oregon Veteran's Outreach Tyler Deke, Bend MPO Wilson Wewa, CTWS Senior Services v COIC Staff: Dylan Jackson, CET Marty Hopper, CET Jackson Lester, CET Michelle Rhoads, CET Judy Watts, CET Scott Aycock, COIC Karen Friend, COIC Table of Contents Executive Summary............................................................................................................................X 1. Coordination Plan Development.................................................................................................1 2. Existing Transportation Services and Resources...........................................................................2 2.a Funding Resources..... .................................. .............. .................................. .............................. 2 2.a.i Public Transportation Discretionary Grant Funding................................................................. 2 2.a.ii State and Local Funds...............................................................................................................3 2.a.iii Summary: 2017-2019 Biennium STF, 5310, and FTA Allocation Funds................................4 2.a.iv (New) State Transportation Improvement Fund (STIF)........................................................4 2.a.v Other Federal Funds..................................................................................................................5 2.a.vi Human Services Transportation Funding..............................................................................5 2.a.vii Private Transportation Funding............................................................................................7 2.b Public Transportation Services......................................................................................................8 2.b.i Regional Public Transportation Services (services within Central Oregon) ..............................8 2.b.ii Inter -Regional Public Transportation Services (services to and from Central Oregon) .......... 11 2.b.iii Administrative Capacity......................................................................................................12 2.c Other Transportation Services in Central Oregon......................................................................14 2.c.i Cab Companies........................................................................................................................14 2.c.ii Transportation Network Companies(TNCs)...........................................................................14 2.c.iii Client Transportation..........................................................................................................14 2.0v Medical Transport ...............................................................................................................15 2.c.v Hotel Shuttles..........................................................................................................................15 2.d Transportation Infrastructure.....................................................................................................15 2.d.1 CET Fleet and Infrastructure...................................................................................................15 3. Needs Assessment....................................................................................................................17 3.a Demographic Data......................................................................................................................17 3.a.i Central Oregon Population.....................................................................................................17 3.a.ii Central Oregon Age Classes....................................................................................................19 3.a.iii Senior Population Projections within Study Area...............................................................19 3.a.iv Impoverished Residents within Study Area........................................................................20 vii 3.a.v Disabled Residents within Study Area.................................................................................... 20 3.a.vi Transit Propensity Index (TPI).............................................................................................21 3.b Stakeholder -Identified Needs.....................................................................................................27 3.b.i Central Oregon Transportation Coordination Pilot Findings..................................................27 3.b.ii Survey Findings.......................................................................................................................28 3.b.iii Final Regional Needs...........................................................................................................29 3.c Origins and Destinations Mapping- Wikimapping Project..........................................................31 3.c.i Wikimapping Participation Process........................................................................................31 3.c.ii Analysis and Data Cleaning Methodology..............................................................................32 4. Prioritized Coordination Strategies............................................................................................36 4.a Regional Priority Strategies.........................................................................................................36 4.a.i Highest Priority Strategies: .......................................................................................... .......... 36 4.a.ii Additional Strategies...............................................................................................................37 4.b County and Tribal Prioritized Strategies.....................................................................................38 4.b.i Crook County Priority Strategies.............................................................................................38 4.b.ii Deschutes County Priority Strategies.....................................................................................39 4.b.iii Jefferson County Priority Strategies...................................................................................40 4. b. iv Confederated Tribes of Warm Springs Priority Strategies..................................................41 4.b.v Regional and Local Priority Strategy Matrix............................................................................43 Listof Appendices............................................................................................................................44 A. Planning Precedent.............................................................................................................................44 B. Transportation Infrastructure and Fleet.............................................................................................44 C. Stakeholder Survey.............................................................................................................................44 viii Figures and Tables Figure 1. CET Community Connector Services............................................................................................10 Figure 2. Intercity Public Transportation in OR...........................................................................................12 Figure 3. Central Oregon Transit Propensity Index Map — Regional Overview..........................................23 Figure 4. Transit Propensity Index Maps —All Central Oregon Communities except Bend and Redmond 24 Figure 5. Transit Propensity Index Map - Redmond...................................................................................25 Figure 6. Transit Propensity Index Map - Bend...........................................................................................26 Figure7. Wikimap Interface........................................................................................................................32 Figure8. Regional Wikimap Results............................................................................................................33 Figure9. Wikimap Results - Bend...............................................................................................................34 Figure 10. Wikimap Results - Redmond......................................................................................................35 Table 1. Coordination Plan Development Process........................................................................................1 Table 2. Summary: 2017-2019 Biennium Allocations of STF, 5310, and FTA Allocation Funds...................4 Table 3. CET Fleet Characteristics...............................................................................................................15 Table 4. Central Oregon Population and Growth Rates - Counties............................................................18 Table 5. Population and Growth Rates, Warm Springs Reservation..........................................................18 Table 6. Forecast of Population Change - Counties....................................................................................19 Table 7. Central Oregon Age Classes - 2010 & 2015...................................................................................19 Table 8. Forecast of Central Oregon Senior Population Growth — Persons 65+ .........................................20 Table 9. Regional Poverty Rates, 1993-2016..............................................................................................20 Table 10. Number and Percent of Disabled Residents by County, by Age Group......................................21 Table 11. Number and Percentage of Disabled Residents, Warm Springs Reservation and Off -reservation TrustLand, by Age Group...........................................................................................................................21 Table 12. Regional and Local Priority Strategies........................................................................................43 ix Executive Summary The Central Oregon Coordinated Human Services Transportation Plan is the product of data analysis, stakeholder expertise and perspectives, and the outcomes of previous work such as the 2015-16 Central Oregon Regional Transportation Coordination Pilot. The Plan provides a blueprint for the use of public transportation funds to help meet the transportation needs of Plan target populations —senior citizens, people with disabilities, and low income populations. This Coordination Plan is the first of its kind in Central Oregon — one plan for all of Central Oregon, including Crook, Deschutes, and Jefferson counties as well as the Warm Springs reservation. This is an appropriate scale for this plan, as Central Oregon is served by one coordinated public transportation system — Cascades East Transit — and target populations often must travel from their home community throughout the region for essential health and human services. The Coordination Plan therefore provides a set of region -scale priority strategies to guide transportation investments. However, as there are still variations in need across Central Oregon, each local area also has its own set of priorities (see Section 4: Prioritized Coordination Strategies for a complete set of all the Plan priorities). The highest priority regional strategies are as follows: #1: Improve affordability of transit services to low-income individuals and veterans. Provide subsidized fares for low income clients and veterans needing access to health and human services. #2: Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. This includes a proposal to explore developing one regional STF Committee for Central Oregon with members from Crook, Deschutes, and Jefferson Counties and the Confederated Tribes of Warm Springs, and to use this group for high-level regional coordination activities. #3: Expand public transportation services to late in the evening and on weekends. Work with human and health services stakeholders to identify priorities for expansion of services to later in the evenings and when/where to provide weekend services. #4: Education and Outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. #5: Create a Dedicated Local Public Fund for Transit. Identify priority geographies/communities and develop a local public tax base to provide additional services. Section 1: Coordination Plan Development provides a brief overview of the process used in 2016 and 2017 to develop this Plan. Section 2: Existing Transportation Services and Resources maps out all of the funding, transportation services, and transportation infrastructure that can be mobilized to meet needs. x Executive Summary Section 3: Needs Assessment provides a variety of demographic and mapping data, as well as survey results and other stakeholder input used to identify the priority transportation needs for the target populations. Section 4: Prioritized Coordination Strategies provides all of the regional and local priority strategies for the use of funds. This section also contains a matrix (pp. 43-44) that shows how the regional and local priorities overlap (and how they do not). This Plan should be treated as a work in progress — there are likely many more opportunities to better meet needs through efficient coordination of services and resources than are contemplated here. Priority Strategy #2 — Ongoing Coordination — provides a means for regional leaders to continue this process. xi Executive Summary 1. Coordination Plan Development The Central Oregon Human Service Public Transportation Coordination Plan was built by the Central Oregon Intergovernmental Council with support from a Regional Steering Committee, and with the input and engagement of dozens of stakeholders across the region (see Attributions on p. iii for a list), as well as with the guidance of the Crook, Deschutes, and Jefferson County and Confederated Tribes of Warm Springs STF Committees. This Coordination Plan was built using the process outlined in Table 1. Table 1. Coordination flan Development Process Plan Development Ste Time Frame Notes R29ional Steerinq Committee Meeting 1: Kickoff May 10, 2016 Confirmed goals and process Regional stakeholder survey,Mav 2016 Gathered and analyzed "Existing Regional Plans" Summer 2016 Appendix A Developed "Existing Transportation Services" Info Summer 2016 Section 2 Gather Demographic Data and Build Transit Propensity July -August Section 3 Index TPI Mas 2016 Regional Steering Committee Meeting 2 Sept. 14, 2016 Reviewed all info since the May 10 meeting Generated draft Needs and Strategies Oct. — Dec. Based on survey results, RSC 2016 meetings to date, and Coordination Pilot project findings Section 3 Built Wikimappinq Tool Fall 2016 Section 3 Regional Steering Committee Meeting 3 January 5, Reviewed all info since last meeting; 2017 performed the Wikimapping exercise. Prioritized list of R2glonal Strategies. Created final Regional Priority Strategies January 2017 As per outcomes of RSC meeting Section 4 Local Area Meeting: Crook County STF and stakeholder January 19, meeting 2017 Reviewed Regional Priority Strategies, Local Area Meeting: Jefferson County STF and Feb. 2, 2017 stakeholder meeting generated new local strategies, and created priorities. Local Area Meeting: Deschutes County STF and Feb. 28, 2017 stakeholder meetin Section 4 Local Area Meeting: CTWS STF and stakeholder Feb. 28, 2017 meeting 1 Local Area Meeting: CTWS STF and stakeholder Sept. 21, 2017 meeting 2 Finalized all plan sections; formatting Winter 2017- Staff turnover delayed this outcome 2018 Regional Steering Committee Meeting 4 December 8, Reviewed Final Draft Coordination 2017 Plan Needs and Strateqies Regional STF meeting April 9, 2018 Recommended final plan with revisions. Crook County STF meeting May 17, 2018 Recommended final plan with revisions Section 1: Coordination Plan Development 2. Existing Transportation Services and Resources The following survey of existing transportation services and resources lays the foundation for understanding how transportation (or lack thereof) impacts the provision of human services in Central Oregon. The section on funding resources lays out potential sources of funding that could be leveraged to address these needs. Those funding resources include both public and private sources, and are organized as such. The sections on public and private transportation services currently available in Central Oregon contribute to this fuller understanding of the available resources, as better utilizing existing fleets and services has the potential to be `low hanging fruit' — actions that can be undertaken relatively inexpensively to meet identified needs. A thorough inventory of the current services and resources creates a foundation from which needs and strategies can be discussed, analyzed, and acted upon. 2.a Funding Resources This section provides information on transportation funding that could be mobilized to address needs. Funding resources listed here include both transportation -specific funding as well as human services funding that can be used to transport clients. 2.a.i Public Transportation Discretionary Grant Funding Elderly & Disabled Transportation Assistance (Sec. 5310) This is a federally -funded, state -administered grant program for the purpose of meeting the special mobility needs of seniors and people with disabilities. Funds may be used to pay for up to 80% of the costs of vehicles and other capital equipment or purchase -of -service agreements. ODOT consolidates this and other funding sources through a competitive grant program known as the discretionary grant process. ODOT provides 10.27% of costs through Surface Transportation Program (STP) funds, leading to an effective local match of 9.73%. Traditionally, program funds have been available to nonprofit and government agencies. Both state and federal governments now require the development of a coordinated human services transportation plan before Section 5310 funds can be released. Previously, applicants applied directly into a statewide competition for consideration to receive these funds, although the local Special Transportation Fund (STF) Committees and Governing Bodies would review the applications and make comments/recommendations. As of the 2009-2010 Discretionary Grant program, each STF Agency (Transit Districts, Tribes, Counties) will receive a formula allocation from the state and the local STF Committee will recommend projects for funding to the Governing Bodies (e.g. Jefferson County Board of County Commissioners,) which will then make final project funding decisions. Discretionary Special Transportation Fund (STF) The STF for Elderly and Disabled was established by the legislature in 1985, and is administered by the Public Transit Division of the Oregon Department of Transportation. Revenues come from two sources: a tax on cigarettes and the General Fund budget. Discretionary STF funds become available when ODOT 2 Section 2: Existing Transportation Services and Resources ODOT's Rural Transit Program has more State money than originally anticipated. This occurs when the Legislature awards more money than ODOT's Rural Transit Program projected when initially awarding the STF Formula Funds for the biennium. ODOT tends to add any STF funds left unspent from the previous biennium into this funding opportunity when and if the Legislature provides surplus funds. There are no Discretionary STF opportunities on the immediate horizon. 2.0i State and Local Funds STFFormula Funds The Special Transportation Fund (STF) for Elderly and Disabled was established by the legislature in 1985, and is administered by the Public Transit Division of the Oregon Department of Transportation. Funds can be used for the purchase or replacement of vehicles and other capital equipment, operations, planning and development. Revenues come from two sources — a tax on cigarettes and the General Fund budget. Three quarters of the STF is distributed by formula to each county. The remaining 25% of STF funds will be administered via the new discretionary grant process described in the 5310 Discretionary Grant section above. The amount of formula funds allocated to each county is based on population. The minimum any county receives is $134,000 under the STF allocation process. The County Board of Commissioners is responsible for the distribution of these formula funds, which are therefore considered to be local. Typically, $2,000 of the STF Agency's allocation is used for administration per year. As of 2005, recognized Indian tribes receive STF formula funds directly instead of having to compete for a share of county allocations. Tribal governments are responsible for allocating funds and administering the program. The Confederated Tribes of Warm Springs currently receives $134,000 under the STF allocation process. For the 2017-2019 Biennium, the STF Committees made the following funding recommendations. At the time of this plan, these recommendations still need to be approved by the governing bodies of those areas. Note that COIC funding is used here to provide transit service through Cascades East Transit (CET.) Confederated Tribes of Warm Springs (17/18 & 18/19 combined): $134,000 • Confederated Tribes of Warm Springs: $130,000 • STF Administration Allotment: $4,000 Crook County (17/18 & 18/19 combined): $134,000 • COIC: $130,000 • STF Administration Allotment: $4,000 Deschutes County (17/18 & 18/19 combined): $829,350 • COIC: $701,548 • Opportunity Foundation: $80,000 Section 2: Existing Transportation Services and Resources • Abilitree: $43,802 • STF Administration Allotment: $4,000 Jefferson County (17/18 & 18/19 combined): $134,000 COIC: $130,000 STF Administration Allotment: $4,000 2.a.iii Summary., 2017-2019 Biennium STF, 5310, and FTA Allocation Funds The following table outlines the expected FY 2017-2019 STF, 5310, and FTA direct formula allocations to Crook, Deschutes, and Jefferson Counties, and the Confederated Tribes of Warm Springs. Table 2. Summary: 2017-2019 Biennium Allocations of STF, 5310, and FTA Allocation Funds Area STF 5310 and FTA Allocation Total Confederated Tribes of Warm Springs Crook County $134,000 $134,000 $101,978 $184,821 $235,978.00 $318,821.00 Deschutes County $829,350 $1,152,758 $1,982,108.00 Jefferson County $134,000 $163,223 $297,223.00 Total $1,231,350.00 $1,602,780.00 $2,834,130.00 2.a.iv (New) State Transportation Improvement Fund (STIF) Section 122 of Keep Oregon Moving (Oregon House Bill 2017), which went into effect on October 6, 2017, established a new dedicated source of funding for expanding public transportation service in Oregon. This new funding source is called the Statewide Transportation Improvement Fund, or STIF. The funding mechanism is a new state payroll tax of one-tenth of 1 percent; the average employee will contribute less than $1 per week to generate $115 million per year for better public transportation. The new revenue will be allocated across four programs: • Ninety percent of the STIF will be distributed by formula to qualified entities across the state, including allocations for all Central Oregon counties. • Five percent of the STIF will be distributed through a competitive grant program to public transportation service providers (most likely for capital needs). • Four percent of the STIF will be distributed through a competitive grant program to public transportation service providers to improve public transportation between two or more communities. • One percent of the STIF will establish a statewide public transportation technical resource center to assist public transportation providers in rural areas with training, planning, and information technology. STIF formula allocation estimates are provided in the table below 4 Section 2: Existing Transportation Services and Resources Table 3. Estimated STIF Formula Allocations Area FY 2019 FY 2020 FY 2021 Confederated Tribes of Warm Springs $50,000 $100,000 $100,000 Crook County $100,000 $225,000 $254,000 Deschutes County $1,183,000 $2,685,000 $3,037,000 Jefferson County $88,000 $200,000 $226,000 Total $1,421,000 $3,210,000 $3,617,000 2.a.v Other Federal Funds Rural Transit Assistance Grants (Sec. 5311) This federally -funded, state -administered grant program is the primary source of federal funding for the operation of public transit programs in rural communities with populations smaller than 50,000 residents. ODOT allocates the funds to eligible rural counties through a formula based on revenue miles and ridership. Funds may be used to cover administrative, capital, or operating costs of providing transportation to the general public. Funds may also be used to provide intercity service between rural communities or between small towns and urban areas. Grantees must provide a 50% local match to receive these federal funds for operations or capital costs or 20% for program administration. Recipients can be public bodies, nonprofit organizations, or tribal agencies. Rural Transportation Assistance Program (RTAP) Section 5311(b) The Rural Transportation Assistance Program (RTAP) provides training and technical assistance to rural counties and to meet the needs of smallertransit agencies. ODOT's Public Transit Division may use RTAP funds to help pay for training at the Oregon Transportation Association Conference and other conference or training events. Tribal Transit Program (Section 5311) Under the recently adopted SAFETEA-LU federal transit legislation, tribal governments are now eligible to become direct recipients of Section 5311 funds. Beginning in FY 2006, tribes could apply for grants to support their public transit program through both the federal as well as state governments. 2.a.vi Human Services Transportation Funding There are a number of social service agencies that receive funding for client transportation, either on agency -operated transportation systems, or to help pay client's private transportation costs (e.g. gas and maintenance). In some cases, these funds could be used to contract for client transportation on public transportation services, thereby supporting the local general public transportation system. In some cases, such as the Medicaid transportation funding described below, some of this funding is already being invested in the overall public transportation network. in other cases, more coordination Section 2: Existing Transportation Services and Resources may be feasible and has the potential to benefit the entire community, including the beneficiaries of those services when traveling for non -related trips. This can further the positive impact of human services organizations by applying their resources to promote general mobility while also serving their clients' needs. Non -Emergent Medical Transportation (Title XIX) Under Medicaid, states are required to assure that recipients can get to and from covered medical services. In Oregon, Medicaid funds are managed by the Department of Medical Assistance Programs (DMAP). Medicaid transportation for Medicaid recipients in Central Oregon is provided by the Central Oregon Intergovernmental Council through the Cascades East Ride Center (CERC,) a medical ride brokerage. The CERC has a call center staff of 16 who schedule medical rides and also take reservations and perform dispatch services for the CERC. The CERC works actively to move more of their clients to publicly available transportation options to provide rides more efficiently and support the growth of public transportation infrastructure in Central Oregon. By improving access to transportation outside of NEW rides, CERC also hopes to support improved health outcomes. Medicaid Non -Medical Transportation (Title XIX) Under Medicaid's Home & Community -Based Services (HOBS) programs, certain non-medical services can be provided to Medicaid recipients who might be institutionalized without transportation and other support services. Currently, a significant part of the employment and other non-medical transportation services provided to elderly and disabled Medicaid recipients is supported through the HCBS or long- term care waiver program. These programs serve a variety of targeted populations groups, such as people with intellectual or developmental disabilities, physical disabilities, and/or mental illnesses. OtherAgencies Providing Transportation Resources The following is an incomplete list of agencies that currently provide client -based transportation funding in Central Oregon. In some cases, the agency is already coordinating fully with public transportation services (e.g. OSU Cascades,) or is experimenting with such (e.g. the Opportunity Foundation, Abilitree, and DHS): • Abilitree • Boys and Girls Clubs • Bureau of Indian Health • Central Oregon Community College • Central Oregon Council on Aging • Crooked River Ranch Seniors • Head Start • Oregon Department of Human Services • Opportunity Foundation of Central Oregon • School Districts • Veteran's Administration -supported agencies Section 2: Existing Transportation Service$ and Resources • Redmond Proficiency Academy • OSU Cascades • St. Charles Health Center • Mosaic Medical Some specific examples of other agencies' contributions to public transportation in Central Oregon are as follows: Bend Transit Expansion Pilot. In 2015, Cascades East Transit and the City of Bend, Central Oregon Community College, Oregon State University -Cascades, and St. Charles Health Systems, entered into a pilot program to significantly expand fixed route service in Bend for a three-year period. Highlights included the development of new routes, more frequent service on many routes, and later service on weekdays. The partnership provided over $1 million/year in new funding for CET services in Bend, and as of this writing the partners were assessing outcomes and determining whether or not the pilot will continue. Redmond Proficiency Academy (RPA). RPA provides regional group bus passes to all of their students, ensuring students can travel to RPA from across Central Oregon. This group pass program, which began in the Spring of 2017, was the first regional group pass program and funded an additional daily trip on Route 22 that improves accessibility for all travelers between Bend and Redmond. 2.a.vii Private Transportation Funding Various local businesses and entities make investments in customer or employee transportation. In some cases, the businesses have worked with organizations like Commute Options to secure public transportation resources to create vanpools or to organize carpools. In other cases, there is little to no coordination with the public transportation network to provide employee or customer transportation. Some examples of private transportation funding in Central Oregon are: Mt. Bachelor Resort - Provides funding to cover costs not covered by private passenger fares and provides employee transportation at no cost to the employees. This provides winter seasonal access to the ski hill from Bend, as well as access to Meissner SnoPark when conditions are appropriate for Nordic skiing. Mt. Bachelor also operates employee vanpools from Bend and La Pine. Within Bend, the publicly - available service serves the Mt. Bachelor Park and ride and Hawthorne Station. Black Butte Ranch - Offers a vanpool program for employees, if and when a sufficient number of employees need transportation services. OSU-Cascades -Sponsors an ongoing vanpool program to connect Redmond employees to the Bend campus. Section 2: Existing Transportation Services and Resources 2.b Public Transportation Services This section summarizes all of the subsidized public transportation services available within Central Oregon or that provide service to and from Central Oregon. 2.b.i Regional Public Transportation Services (services within Central Oregon) Cascades East Transit Cascades East Transit (CET) is the public transportation provider for Central Oregon. CET is operated by Central Oregon Intergovernmental Council, a Council of Governments organized under ORS 190 to provide services to Crook, Deschutes, and Jefferson Counties and all Central Oregon communities. CET operates maintenance facilities in Bend and Redmond as well as Hawthorne Station in Bend, the main bus station for the city. In addition to CET services, Hawthorne Station also serves intercity bus services like Greyhound. CET also operates a call center in Redmond, where the general public can call for information, schedule Dial -A -Ride trips, and leave comments about CET. CET offers six primary types of service: Bend Fixed Route Bus Service CET provides fixed route bus service in Bend, the only Central Oregon community with local fixed route service. Bend fixed route services are provided on 10 routes, all but one of which (Route 12) "hub" at Hawthorne Station, the central transfer point. Bus service in Bend operates from 6:OOam to 7:30pm Monday to Friday and on Saturdays from 7:30am to 5:30pm. Bus frequencies range from every 30 minutes to every 45 minutes Monday to Friday, with hourly service on Saturdays. Bend Dial -A -Ride Dial -A -Ride in Bend is a paratransit service providing rides to the disabled community and to low-income seniors who do not live near a fixed route bus stop. Riders must submit an application to become eligible to use Bend Dial -a -Ride. Bend Dial -a -Ride operates from 6:OOam to 7:30pm Monday to Friday, 7:30am to 5:30pm on Saturday, and 8:30am to 3:15pm on Sunday. Rides may be scheduled up to 14 days in advance by calling CET's call center from 7:OOam to S:OOpm, Monday to Friday. Rural General Public Dial -A -Ride Dial -A -Ride service is also offered in La Pine, Redmond, Prineville, and Madras as a local general public transit service, meaning that there is no eligibility criteria. There are no fixed routes, and rides must be scheduled in advance through the CET call center, in the same way as Bend DAR. Service areas typically conform to community city limits, although some DAR services are offered to higher -density areas outside city limits (e.g. outside La Pine and to the Juniper Canyon area in Crook County). Services are offered Monday through Friday with varying hours from community to community. 8 Section 2: Existing Transportation Services and Resources Community Connector Shuttles Community Connector routes serve routes linking the major cities in Central Oregon. Routes include La Pine to Bend, Bend to Sisters, Bend to Redmond, Redmond to Sisters, Redmond to Prineville, Redmond to Madras (with additional service to Culver and Metolius), and Madras to Warm Springs. Community Connector Shuttles operate on a fixed schedule and serve limited, fixed stops. Community Connector service is offered daily from Monday to Friday, with some shuttles starting as early as 5:30 am and going as late as 7:30pm. Cascades East Transit Route 20 Route 20 is a hybrid transit service that combines characteristics of a commuter bus, a local fixed -route bus, and demand -responsive service. Route 20 serves as a Community Connector bus when it travels between Warm Springs and Madras, and acts as a local bus running on defined routes in both communities. Additionally, passengers who call ahead can request to be picked up or dropped off anywhere within % of a mile of the route in Warm Springs or Madras. Recreation and Visitor Transit CET operates several seasonal recreation -focused transit routes in Deschutes County. In the summer months, CET provides bus transportation from the Lava Lands Visitor Center to the summit of Lava Butte in the Newberry National Volcanic Monument (part of the Deschutes National Forest). In Bend, summer recreational transit also includes the Ride the River shuttle service for recreationists floating the Deschutes, and the Ride Bend shuttle, which operates as a circulator in downtown Bend and nearby neighborhoods. In the winter, CET partners with the Mount Bachelor ski area to provide service from Bend to the ski resort, with stops at snow parks for Nordic skiers, seven days a week. For more information, all CET service routes, areas, and schedules can be viewed at www.cascadeseasttransit.com Cascades East Ride Center COIL also operates the Cascades East Ride Center (CERC), a call center that offers information about local transportation options available in Central Oregon. CERC also schedules rides for several kinds of local transportation and processes travel reimbursements for OHA/DHS clients. CERC arranges rides to medical appointments for eligible Medicaid (OHP) clients when they have no other way to get to their covered Medicaid services. The service area covered for the scheduling of medical transportation rides includes the following counties: Crook, Deschutes, Jefferson, and four communities in Northern Klamath County; Gilchrist, Crescent, Chemult, and Crescent Lake. 4 Section 2: Existing Transportation Services and Resources Figure 1. CBT Community Connector Services WARM • COY SPRINGS 26 ,METOLIU S CULVER Redmond - Sisters Rt 28 SISTERS Bend - Sisters Rt 29 MT aAC+MELOR Tum- SICI RESORT BEN tt 1 � Sun river Madras- W� iwm 5prbgs Rt. 20 0 MADRAS S♦ , wrnond - Maci'ras f; Rt 22 Te rrebonn e PR INEVILLE REDMOND.40 La Phe - Bend Rt. 30 LaPINE 0 10 Section 2: Existing Transportation Services and Resources 2.b.ii Inter -Regional Public Transportation Services (services to and from Central Oregon) Amtrak Amtrak passenger train service connects to Central Oregon via the Coast Starlight line which runs from Seattle, Washington to Los Angeles, California. Passengers traveling via the Coast Starlight can disembark at the station in Chemult, Klamath County and travel north into Deschutes County via the Thruway Shuttle operated by Amtrak. Central Oregon Breeze Offers daily bus service from Bend to Portland with stops in Redmond, Terrebonne, Madras, Warm Springs, as well as points along US 26 and in the Portland metropolitan area. Fronteras Del Norte Offers long-distance bus service from Yakima, Washington to San Ysidro, California, with stops in Central Oregon along US 97, including Madras, Redmond, and Bend. Grant County People Mover The Grant County People Mover offers bus service between rural Grant County and Bend, Redmond, and Prineville. On Mondays, Wednesdays, and Fridays Grant County People Mover offers round-trip service from Prairie City to Bend via John Day, Mitchell, Prineville, and Redmond. On Wednesdays and Fridays, the People Mover offers service from Monument to Bend via Dayville, Prineville, and Redmond. The POINT /Pacific Crest Bus Lines The POINT is a statewide intercity bus service managed and funded by the Oregon Department of Transportation. Two POINT routes and the Eugene -Bend route converge at Hawthorne Station in Bend. The Eastern POINT route travels daily from Bend to Ontario via Burns. The HighDesert POINT route travels from the Redmond Airport to the Chemult Amtrak Station with stops in Bend, Sunriver, and La Pine. The Eugene to Bend Pacific Crest Bus Line operates daily in both directions and offers a stop in Sisters. The Valley Retriever The Valley Retriever offered daily bus service from Bend to Newport via Salem, Albany, and Corvallis until the Spring of 2017, when the company closed. As of the fall of 2017, bus service along this route remains unavailable. Passengers travelling from Central Oregon to Salem, Albany, Corvallis, or Newport must transfer in Portland or Eugene. 11 Section 2: Existing Transportation Services and Resources Figure 2. Intercity Public Transportation in OR _ LONG DISTANCETRANSR'NETWORK �- .,, nuxw-o-oomee...a 2076 t zi OGY1N ri' .,. Aa m f a 111ia t. 7 rx ,. n 19: x��q � •ux, raCenx 7 .warn �_� �4 33 ': ,pyi.x�.�mrlvwwl Iw 'x. Tixv�w Y'nw.niti Roberts Field, Redmond Municipal Airport The Redmond Airport, operated by the City of Redmond, is currently served by four air carriers: American Airlines, Alaska Air, Delta Air, and United and United Express. These airlines offer 23 daily flights in total to seven western cities: Portland, Seattle, San Francisco, Los Angeles, Salt Lake City, Phoenix, and Denver. Ground transportation to the airport is available through most of the transportation providers that serve Deschutes County, including the transportation network companies Lyft and Uber. 2.b.iii Administrative Capacity There are a number of entities in Central Oregon that are qualified and available to receive and administer public transportation funding to help meet the transportation needs of underserved populations. 12 Section 2: Existing Transportation Services and Resources Regional Administrative Capacity This section highlights the different types of administrative capacity that are available within Central Oregon to administer and manage state, federal, or other transportation funds. COIC/ CERCI CET Administration Central Oregon Intergovernmental Council operates both Cascades East Transit and Cascades East Ride Center. COIC's administrative offices are located at Hawthorne Station in Bend. Hawthorne Station also serves as the main bus hub for the city of Bend, connecting CET's local service to Community Connector service as well as intercity bus service like Greyhound. COIC also operates vehicle maintenance facilities in Bend and Redmond that include office space for CET administrative, planning, dispatch, and call center staff. COIC is an approved direct recipient of Federal Transit Administration (FTA) funds, and has capacity to administer and monitor state, federal, and any other sources of funds. COIC also administers the Cascades East Rider Center (CERC), which is described above in section 2.b.i ODOT Region 4 The Oregon Department of Transportation (ODOT) Region 4 Headquarters is located in Bend. ODOT provides many transportation services, including transportation planning, project development, and transportation facility construction and maintenance. Region 4 also has staff in the Active Transportation (bike and pedestrian) and ODOT Public Transit Division units. Region 4 regularly manages significant amounts of state and federal funding, and is highly regarded for its ability to identify partnership projects with local governments and CET. Central Oregon Area Commission on Transportation (COACTI COACT was formed in 1998 to serve as a forum for the discussion, understanding, and coordination of transportation issues affecting the Central Oregon region. COACT membership includes representatives from each Central Oregon City and County government, ODOT, the Confederated Tribes of Warm Springs, the private sector and various regional organizations. COACT is a regional advisory committee to the Oregon Transportation Commission, and helps determine transportation infrastructure needs, capital investments, and project priorities in the Central Oregon region. Other COACT functions include advocating for Central Oregon transportation issues to neighboring regions, area legislators and other interested organizations, and advising the Oregon Transportation Commission on state and regional policies affecting Central Oregon's transportation system. COACT meets on the second Thursday of alternating months. Confederated Tribes of Warm Springs The Confederated Tribes of Warm Springs (CTWS) is a confederation of the Wasco, Warm Springs, and Paiute tribes residing on the Warm Springs reservation. CTWS is a sovereign nation, and receives and administers multiple types of transportation funding, including public transportation resources. CTWS is 13 Section 2: Existing Transportation Services and Resources responsible for determining transportation needs and priorities on the reservation, and currently partners with CET to deliver transit services on and off the reservation. The Warm Springs Tribal Council is also one of the adopting agencies for the Coordination Plan. Local Administrative Capacity Central Oregon contains three counties (Crook, Deschutes, and Jefferson) and eight incorporated cities (Bend, Culver, La Pine, Madras, Metolius, Prineville, Redmond, and Sisters). Each of the counties is responsible for administering and/or making recommendations for the use of public transportation funding targeting seniors and persons with disabilities, including the state Special Transportation Fund and the federal 5310 funding. Central Oregon cities and counties have transportation policy, planning, project development, construction, and maintenance services, and are eligible to receive and utilize public transportation dollars. All Central Oregon cities that have applied for public transportation dollars contract for service with CET. 2.c Other Transportation Services in Central Oregon In addition to public transportation service provided by CET, the region has other types of transportation services that may be used by target populations to reach important destinations, including cab companies, specialized medical transports, client transportation services, and transportation network companies (TNCs) like Uber and Lyft. The following sections summarize these services; a full list of non- public transportation services in Central Oregon, by community, is included in Appendix B. 2.c.i Cab Companies There are a wide variety of cab companies offering services in Central Oregon, from economy taxis to niche services such as green energy transportation to towncar and limousine providers. Every community in Central Oregon is served by at least one of these providers. 2.c.ii Transportation Network Companies (TNCs) Transportation network companies (TNCs) use an online -enabled platform to connect passengers with drivers using their personal, non-commercial vehicles. Two TNCs, Lyft and Uber, started operating in Central Oregon in May of 2017. Lyft currently serves the Deschutes County cities of Bend, Redmond, and Sisters and the communities of Terrebonne, Tumalo, Deschutes River Woods, and Sunriver. Lyft also serves Prineville in Crook County and the community of Powell Butte. Uber serves the entirety of Crook, Deschutes, and Jefferson Counties, including the entire area served by Lyft as well as the cities of Madras, Warm Springs, and La Pine. 2.c.iii Client Transportation An array of non -profits and agencies serving target populations offer transportation services for their own clients. This list includes organizations serving youth (e.g. school districts and private schools, boys and girls clubs, and head start), the elderly (e.g. senior centers), persons with mental disabilities (e.g. OFCO and Abilitree), veterans (e.g. Disabled American Veterans), medical facilities (e.g. Indian Health Services), and others. 14 Section 2: Existing Transportation Services and Resources 2.c.iv Medical Transport Several companies offer specialized medical transportation services for persons needing to access medical services within Central Oregon or in Portland. These services are specialized to meet medical needs, including ambulance transportation and stretcher cars. 2.c.v Hotel shuttles Central Oregon has a wide array of hotels and destination resorts, and many of these businesses provide free shuttle services for guests. Please see Appendix B for additional detail and a list of non-public transportation services in Central Oregon. 2.d Transportation Infrastructure This section provides an overview of public transportation fleets and other related infrastructure. 2.d.i CET Fleet and Infrastructure Cascades East Transit's physical infrastructure assets can be broken down into three categories: the vehicle fleet, buildings and facilities, and other supporting equipment. CET Fleet The Federal Transit Administration understands the useful remaining life of a transit vehicle in terms of both its age and the number of miles it has driven. Full fleet information is included in Appendix B. Table 4. CET Fleet Characteristics Service Type # of vehicles Passenger capacity (seated) Average % of useful life remaining under 20 20-30 30 or more (age in ears) (miles) Bend Fixed Route 16 2 0 14 72% 72% Bend Dial -A -Ride 13 13 0 0 15% 15% Rural Dial -A -Ride 24 21 3 0 15% 15% Community Connectors 8 1 4 3 45% 45% Recreational Transit 7 0 0 7 36% 80% total 68 37 7 24 CET Facilities Hawthorne Station Hawthorne Station (334 NE Hawthorne Ave, Bend) serves as the primary bus station for Bend. The station serves as a transfer point for all but Bend local fixed route, all Community Connector shuttles that come to Bend, and also serves as a terminal for intercity buses travelling to and from Central Oregon. Passengers can purchase tickets, get information, and check luggage for intercity travel. There is also a waiting area, restrooms, vending machines, and a lost -and -found available for public use. 15 Section 2: Existing Transportation Services and Resources Additionally, there are administrative offices for COIC located at Hawthorne Station as well as a break room for bus drivers. Bend Bear Creek, Redmond Antler, and Redmond Transit Hub Facilities The Bear Creek facility in Bend (1250 NE Bear Creek Road) serves as administrative offices for CET staff, as a maintenance and washing facility for CET buses, and as the operations hub for CET service in Bend. Paratransit, the contractor that runs CET's bus service in Bend, also operates out of the Bear Creek facility: The Redmond Antler facility (343 E Antler Avenue) is the headquarters for Cascades East Ride Center and also houses CET's customer service and call center. This facility is not open to the public. A dedicated transit hub for CET in Redmond is currently under construction (as of April 2018) and will be located near downtown Redmond, at 777 SW Kalama Avenue. The Redmond hub will serve as the Community Connector shuttle hub for all services to and from Redmond, and between the shuttles and local Dial -A -Ride services. Once completed, this facility will offer dedicated bus bays, restrooms, and an outdoor waiting garden. Until the Transit Hub opens (expected in June 2018) the portion of SW Deschutes Avenue in front of the Redmond Library serves as the transfer point in Redmond. Transit Stops There are 276 stops throughout the entire CET system. Of those, the majority (223) are located in Bend to serve the fixed -route system. The remainder of the stops serve the Community Connector system: 32 stops are located in Jefferson County; 7 in Crook County; and 14 in Deschutes County outside of Bend. Most stops across the system are only equipped with a sign and a pole, but higher usage stops have benches and/or a transit shelter. Other Infrastructure In addition to buses, facilities, and bus stops, CET owns several vehicles and vehicle attachments that are used in support of transit operations. Additional information on transit stops and other transit infrastructure is provided in Appendix A. 16 Section 2: Existing Transportation Services and Resources 3. Needs Assessment This section outlines the various ways in which transportation needs were assessed to build the Coordination Plan, including demographic data analysis, a stakeholder survey and public meetings, and mapping processes. 3.a Demographic Data Much of Central Oregon, and the United States more generally, has experienced a period of sustained economic growth since the economic recession that began in 2007-2008. This post -recession economic growth has not been experienced equally across all Central Oregon communities as well as demographic sub -populations. Populations of residents with dependence on human services organizations' resources and public transportation services has grown in recent years in Central Oregon, indicating increased needs for the provision and efficiency of these services in Central Oregon. The following section demonstrates the changes in demographics within Crook, Deschutes, and Jefferson Counties along with the Confederated Tribes of Warm Springs.' This information is displayed as data tables and Transit Propensity index (TPI) maps describing populations that have a high propensity for relying on human services and public transportation including: • Low-income, • Elderly adults, and • Disabled individuals 3.a.i Central Oregon Population The Central Oregon region is still a predominately rural area, with mainly small communities separated by large expanses of open space, agricultural and ranching land uses; and dispersed rural development. The cities of Bend and Redmond are the only communities exceeding 20,000 in population. However, the region has been experiencing enormous population growth in the last few decades, with Deschutes County leading the way in terms of overall numbers and percentage growth, and the Warm Springs reservation a close second in growth rate. This trend is expected to continue, with the regional population forecasted to grow 60% between 2020 and 2050. ' Demographic data for the Confederated Tribes of Warm Springs in this report is often displayed separately because the Portland State University Center for Population Research does not tabulate population information for CTWS distinctly from Jefferson and Wasco Counties and because the Census Bureau reports 5 -year averages of surveys from CTWS rather than discrete 1 -year information owing to the relatively small population therein. 17 Section 3: Needs Assessment Table S. Central Oregon Population and Growth Rates - Counties Table 6. Population and Growth Rates, Warm Springs Reservation 5 -Year Combined Population Estimates, Warm Springs Deschutes Jefferson Total population 2010 Crook County County County Region Oregon Population 4,548 Population Growth Rates Pop. growth rate 2010- 2010 20,978 157,733 21,720 200,431 3,831,074 2014 20,780 166,400 22,205 209,385 3,962,710 2015 21,085 170,740 22,445 214,270 4,013,845 2016 21,580 176,635 22,790 221,005 4,076,350 2017 22,105 182,930 23,190 228,225 4,141,100 Source: Portland State University Center for Population Research, 2015 Population Growth Rate Population growth rate 5.4% 16.0% 6.8% 13.9% 8.1% 2010-2017 Average annual growth rate 2.1% 3 2%0 1.5% 2.9%u 1.5% 2014-2017 Source: Portland State University Center for Population Research, 2018 Table 6. Population and Growth Rates, Warm Springs Reservation 5 -Year Combined Population Estimates, Warm Springs Reservation and Off -reservation Trust Land Total population 2010 3,976 2014 4,207 2015 4,429 2016 4,548 Population Growth Rates Pop. growth rate 2010- 2016 14.4% Average annual growth rate 2014-2016 1 4.0% Source: US Census, American Community Survey 18 Section 3: Needs Assessment Table 7. Forecast of Population Change - Counties County 24,139 County County 2020 23,528 199,793 2025 24,794 220,708 2030 26,565 244,018 2035 28,179 266,840 2040 29,571 289,225 2045 30,894 310,827 2050 32,277 334,042 Forecast Growth Rates 5.8% 5.8% Growth rate 2020-2050 37.2% 67.2% Avg. 5 -year growth rate 5.4% 9.0% Source (Counties & Region): Portland State University Center for Population Research, 2018 11.1% 11.6% Source (Oregon): Oregon Office of Economic Analysis, Long - Term County Forecast, 2013 19.3 30 to 39 County 24,139 247,460 4,252,100 25,273 270,775 4,516,200 26,375 296,958 4,768,000 27,323 296,958 4,995,200 28,145 346,941 5,203,000 28,828 370,549 5,398,800 29,528 395,847 5,588,500 22.3% 60.0% 31.4% 3.4% 8.2% 4.7% 3.a.ii Central Oregon Age Classes The percentage of persons in different age classes varies across the region. Warm Springs has a very high percentage of residents under 14, indicating that there could be a higher need for transportation to child care or child medical services than other areas of the region. At the other end of the spectrum, Crook County has a significantly higher incidence of persons over 65 than the rest of the region. Table 8. Central Oregon Age Classes - 2010 & 2015 3.a.iii Senior Papulation Projections within Study Area Table 8 demonstrates the forecast extraordinary growth of persons aged 65 or older, in whole numbers and as a percentage of overall population, from 2015 through 2050. Crook County is expected to continue to lead the way, with fully 40% of the population in this age group by 2050. This indicates that there will likely be a higher need for transportation services suitable for older populations for medical care and other essential services. 19 Section 3: Needs Assessment Crook County County Jefferson County Warm Springs Age 2010 2015 2010 2015 2010 2015 2010 2015 14 & under 18.1% 16.1% 18.0% 19.1% 20.8% 20.5% 28.7 28.9 15 to 19 5.9% 5.8% 5.8% 6.1% 7.1% 6.8% 9.7 8.6 20 to 29 8.8% 8.2% 11.1% 11.6% 11.2% 11.4% 18.9 19.3 30 to 39 11.0% 10.8% 12.6% 13.1% 11.3% 11.5% 12.2 11.0 40 to 49 12.4% 11.5% 13.4% 13.8% 13.7% 12.0% 11.5 11.9 50 to 59 15.7% 15.4% 14.4% 14.7% 13.6% 14.5% 10.5 7.6 60 to 64 8.2% 8.7% 7.4% 6.8% 6.8% 6.5% 4.0 5.7 65 and over 20.1% 23.5% 17.4% 14.9% 15.3% 17.0% 5.7 7.3 Source: US Census, 2010 Decennial Census and 2015 American Community Survey 3.a.iii Senior Papulation Projections within Study Area Table 8 demonstrates the forecast extraordinary growth of persons aged 65 or older, in whole numbers and as a percentage of overall population, from 2015 through 2050. Crook County is expected to continue to lead the way, with fully 40% of the population in this age group by 2050. This indicates that there will likely be a higher need for transportation services suitable for older populations for medical care and other essential services. 19 Section 3: Needs Assessment Table 9. Forecast of Central Oregon Senior Population Growth - Persons 65+ 3.a.iv Impoverished Residents within Study Area Poverty rates for the entire population, as well as for children under 18, generally rose from 2000 through 2013.2016 rates show some relief from this trend, but Crook and Jefferson counties and Warm Springs all continue to have significantly higher poverty rates than the Oregon and U.S. averages. Children under 18 experience poverty at a higher rate than the rest of the population. Table 10. Regional Poverty Rates, 1993-2016 2015 2020 2030 2040 2050 Percent of Population in Poverty 1993 10.9% 10.6% Crook County 4,980 5,749 7,621 8,883 10,243 Deschutes County 31,050 39,871 54,618 64,006 75,798 Jefferson County 4,208 5,242 7,412 8,877 9,753 Tri -County Total 36,030 50,862 69,651 81,766 95,794 % of Population 20.3% 30.2% 15.7% 15.1% Percent of Children Under 18 in Poverty Crook County 23.6% 26.5% 32.8% 36.2% 40.6% Deschutes County 18.2% 20.9% 23.7% 23.9% 24.9% Jefferson County 18.5% 21.7% 27.5% 30.7% 31.7% Tri -County Total 16.8% 21.5% 24.8% 25.4% 26.6% Source: Portland State University Center for Population Research, 2014 21.7% 19.9% 3.a.iv Impoverished Residents within Study Area Poverty rates for the entire population, as well as for children under 18, generally rose from 2000 through 2013.2016 rates show some relief from this trend, but Crook and Jefferson counties and Warm Springs all continue to have significantly higher poverty rates than the Oregon and U.S. averages. Children under 18 experience poverty at a higher rate than the rest of the population. Table 10. Regional Poverty Rates, 1993-2016 3.a.v Disabled Residents within Study Area Crook and Jefferson counties have significantly higher incidence of persons with disabilities, across all reported age groups, than the average for Oregon. 20 Section 3: Needs Assessment Crook Deschutes Jefferson Springs Oregon U.S. Percent of Population in Poverty 1993 10.9% 10.6% 17.4% 13.2% 15.1% 2000 12.0% 9.6% 13.9% 10.6% 11.3% 2003 11.8% 10.3% 14A% 12.0% 12.5% 2010 14.0% 10.5% 20.1% 14.0% 15.3% 2013 19.5% 14.5% 19.8% 16.2% 15.4% 2016 17.7% 13.9% 20.3% 30.2% 15.7% 15.1% Percent of Children Under 18 in Poverty 1993 14.0% 14.7% 23.5% 18.3% 22.7% 2000 17.6% 13.8% 22.3% 15.1% 16.2% 2003 18.4% 15.2% 22.8% 17.4% 17.6% 2010 26.2% 14.9% 33.6% 18.3% 22.0% 2013 31.4% 20.3% 32.0% 21.7% 19.9% 2016 25.2% 18.3% 29.9% 39.7% 20.4% 21.2% Source: US Census Bureau American Community Survey 3.a.v Disabled Residents within Study Area Crook and Jefferson counties have significantly higher incidence of persons with disabilities, across all reported age groups, than the average for Oregon. 20 Section 3: Needs Assessment Table 11. Number and Percent of Disabled Residents by County, by Age Group 2014 Crook County Deschutes County Jefferson County Oregon 4,495 558 12.4% institutionalized population Population 0 to 5 333 0 0.0% 5 to 17 years 1,178 28 Years 39 4.3% 389 4.2% 10 0.7% 2,890 1.2% Population 5 to 17 22.0% 65 to 74 years 280 103 36.8% 75 years and over Years 272 8.3% 1,449 5.4% 276 7.1% 36,676 5.8% Population 18 to 64 Years 2,299 19.4% 10,475 10.5% 1,837 15.1% 292,642 12.0% Population 65 Years and Older 1,961 42.1% 8,684 32.4% 1,519 43.5% 215,935 37.7% Total 4,571 20,997 3,642 548,143 Source: US Census Bureau, 2014 American Community Survey Table 12, Number and Percentage of Disabled Residents, Warm Springs Reservation and Off - reservation Trust Land, by Age Group 2016 Estimate With a disability Percent with a disability Total civilian non- 4,495 558 12.4% institutionalized population Under 5 years 333 0 0.0% 5 to 17 years 1,178 28 2.4% 18 to 34 years 1,232 63 5.1% 35 to 64 years 1,402 309 22.0% 65 to 74 years 280 103 36.8% 75 years and over 70 55 78.6% Source: US Census Bureau, American Community Survey 5 -year Estimates 2012-2016 3.a.vi Transit Propensity Index (TPI) A useful tool for identifying priority locations of transit is the Transit Propensity Index (TPI). TPI maps use Census data to create a scale of "transit propensity" (degree to which households are likely to use or need transit) based on the combined densities of a) low-income households, b) zero car households, c) older adults (65 and older), and d) people with disabilities. Using this index, we can determine where in space are households are more likely to need transit. The TPI maps are quite useful at the regional scale and show the location of several "hot spots" for transit propensity in Central Oregon that include: • Much of western Redmond, particularly central west and southwest Redmond, • Central East Bend, Central Bend, and Southwest Bend, • Northwest Madras, and • Southwest Prineville TPI maps' "hot spots" are an especially useful tool in seeking opportunities to coordinate human services transportation. This is because these are the areas with higher density — and therefore more 21 Section 3: Needs Assessment opportunities to chain trips — among individuals who are more likely to make use of those services. The limitations of the TPI include the fact that it only identifies the location of high transit propensity households, not desired destinations, and the fact that in rural areas Census blocks are very large, and so we don't get a very high-resolution image of the need. Still, TPI maps are more geographically focused than the county and reservation -scale demographic tables in the previous section. This visual provides a useful analysis to understand likely opportunities to coordinate the transportation needs of human services organizations and their clients. 22 Section 3: Needs Assessment Figure 3. Central Oregon Transit Propensity Index Map - Regional Overview Warm Springs Route2o Madras-Warmsprings NLadras f Routell Culver -Madras Culvcr 101te22 Redmond -Madras ........... --------- -----; 9% ' Crooked ,Rivcv hartch t , 20 _ Terrebonne Route28 5'ISiN''i Redmond• Sisters , ' Route 18 Mountainservice (ski season aily) , Sunriver , , ' •97i , Three , Rivers ' "-------- ' , I La Pine , ' II , , ----"-" 0 5 10� Miles Section 3: Needs Assessment Route30 La Pine -Bend Prineville i , Juniper Canyon 27 Tiansit Propensity Index by Census Block Group Highestin This index is based on the --- Region combined densities of: Low-income households Zero Car Households Older adults (65 or older) Lowest in People with disabilities Region a Cascades East Transit Community Connector ;"--; Doiail Ma Extent p Cv City Limits Data Sources: American Community Survey 5 Year 2009-2014. Oregon GeoSpetial Data Library, US Census TIGER 23 Figure 4. Transit Propensity Index Maps - All Central Oregon Communities except Bend and Redmond Section 3: Needs Assessment Figure S. Transit Propensity Index Map - Redmond Tronsit Propensity Index p'EO �N Highest in 07 Region AN SFRUr[ LYE lowest in Region [4 limits - �VAifnnrt This index is based on the NEYUC(d dYf combined densitiesaf: nvsdr¢yE 10IR64xr Low-income households ` Zero Car Households - 65 or alder Older adults (� People withdisabilifies� 9�( �nEnotaart FamrelikarkP, uEIIEUEosp! ,, o ' Fa4nosf l+�sraldKg,1 FNrxMdw� d,Spekv(mM P 3tnxi&AuJibtstu SUX vtam waunadtt � � ���s3:e • e Edanrtdrr swEYrAeutezx i2d' ,. �� Armrdnt� ..-..�.,.. .. (rtarnnJryPxf F��'n.�Gu,rre® arm ex {IR7a7kfitY(e1hY) 12 �k g Ss'awy� >FYFr(YY P SkvS�NS�dt 5'DOWt. .... Room._. 1 ;rsstrcuxBy a � (etfra)Or an RdrrttFie'dRdtrtwnJ MrwkysslAitpMt .. :: fKT1YlrD!(FNY�},46,v! (et(kfWlltly(Oi�f9¢ JTZ ra p+173t14 F�1 ,p���'.� � �RNInP.'d4Glamrg5 �,�� Urrpm'U 4�T 54�: imrslaip!a � Sp e'IIM.III ai 97{ d 0 0.3 I INKINIll Miles Data Swims: American Community Survey 5 Year 20092014, Cregm G -Spatial Dote Ubrary, US Cans TIGER Section 3: Needs Assessment 25 Figure 6. Transit Propensity Index Map - Bend Raule 18 Mountain Service (Ski Season Only) 1 rnt ns sr - i Deschutes River Woods Desahwes RiwWoods Counrry5tare Bend Q 0.5 1 Data Sourcee. American Community Survey 5 Year 20D9-2074, � Miles[ Oregon GeoSpatial Data Library, US Censue TIGER Section 3: Needs Assessment Transit Propensity Index Highest in {ascades East Region Transit Routes Bend Loral Transit Routes Lowest in (try Limits Region This index is bused oa the combined densities of: Low-income households Zero tur households Older adults (65 or older) People with disabilities 26 3.1b Stakeholder -Identified Needs 3.b.i Central Oregon Transportation Coordination Pilot Findingsz In 2015-16, the Association of Oregon Counties (AOC) teamed with the ODOT Rail and Public Transit Division to conduct three distinct public transportation -human service coordination projects around the state. The pilot projects were located in North Central Oregon (Hood River, Wasco and Sherman Counties), Central Oregon (Jefferson, Deschutes and Crook Counties), and the Central Willamette Valley (Linn, Benton, and Lincoln Counties). The impetus for these projects grew out of the 2013 Transportation/Human Services Coordination Study. Among its recommendations was the conclusion that there is more opportunity at the local level than the state level for improving coordination, and that there are 35 programs administered by 13 separate state and federal agencies providing travel services to transportation disadvantaged populations. The pilot projects aimed to identify changes within the control of local communities and regional areas, address increasing demands, and enhance coordination between transportation and human service programs. The key finding for the Central Oregon Pilot Project was the following: "Regional stakeholders agreed that there should be established a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities." Regional stakeholders also prioritized the use of a small amount of pilot project funding to go towards the following activities (in priority order): 1. Expand study of rural system improvement needs by adding funds to current COIC contract that is addressing service to rural parts of the tri -county area. 2. Provide reimbursement for volunteer drivers, especially for veterans. 3. Develop incentives and expand marketing to promote transit use in the region. a. Expand current media buys by COIC promoting transit beyond print media to include video/TV. 4. Add a scheduling function to transit rider app. 5. More direct advertising and outreach. 'The source forth e information in this section is "Central Oregon Public Transportation -Human Services Coordination Study. March 1, 2016 Stakeholder Convening Briefing Paper", 2016. Oregon Department of Transportation and Association of Oregon Counties. 27 Section 3: Needs Assessment While not crafted as needs statements, these outcomes implied the following set of needs relevant to the Coordination Plan process: • There needs to be more ongoing communication and coordination between public transportation and health and human services stakeholder groups • Rural parts of the region lack service. • Volunteer driver and veterans' ride programs lack sufficient funding for mileage reimbursements. • Transit marketing and outreach is insufficient - not enough citizens know about the availability of public transportation and how to use it. • Users need additional tools to schedule reservation rides (e.g. Dial -a -ride or medical ride brokerage). The Coordination Plan Regional Steering Committee was composed of many of the same stakeholders as the Pilot project, and the Pilot project outcomes were fed directly into the front end of the Coordination Plan process. 3.0i SurveyFindings As part of the Coordination Plan process, transportation and health and human services stakeholders were surveyed to identify the transportation needs and barriers to accessing key destinations on the part of the target populations (people with disabilities, seniors, and lower income individuals and households). The survey was conducted in May 2016, and was completed by 30 stakeholders serving on the Coordination Plan Regional Steering Committee as well as local stakeholders that were identified by RSC members. The full survey text and findings are included in Appendix C. Following are the high-level findings from the survey: • Geographically, the outlying areas of Crook, Deschutes, and Jefferson counties, and Warm Springs, have the least public transportation service and therefore the most barriers to access. • Temporally, target populations have the hardest time accessing needed destinations on weekday evenings, followed by the weekends. Respondents also indicated that there is insufficient inter -community (Community Connector) service at all times. • The top barriers for using existing services included service schedule/frequency limitations, concerns about accessibility/safety for people with disabilities, and "lack of information". • The top cultural barriers that need to be addressed included concerns with the ability of seniors and the disabled to access transit information (lack of familiarity with the system as well as difficulty accessing digital tools), cross-cultural and language barriers, and a general cultural disaffection for buses. 28 Section 3: Needs Assessment • When asked about barriers relating to jurisdictional, turf, or funding silo issues, respondents were unable to identify any key themes, although several noted that there should be better coordination, including potentially integration, across agencies and funding sources. • The #1 most -identified service improvement identified by respondents was to expand fixed - route services to more locations and at more times, followed by reducing fares for target populations and developing more collaborative efforts focused on promoting the bus. Expansion of fixed route services had 2-3x more responses than any other answer. • When asked what stakeholder groups should be more engaged in finding solutions, respondents indicated that social service and health stakeholders are most important, followed by advocacy organizations and business groups. • Most respondents were unaware of any inefficiencies in the current system that would benefit from coordination and reduction of duplication. Some respondents called for a "one stop shop" of transportation service information, and others noted that there are likely opportunities to better coordinate among transportation, human services, and health agencies. • In terms of how to structure ongoing multi-party coordination efforts, respondents favored the development of a regular meeting schedule, along with email/digital correspondence and outreach, as well as ad-hoc meetings or focus groups as needed. 45% of survey respondents indicated that they themselves would be willing to serve on an ongoing Coordination Plan Regional Steering Committee. 3.b.iii Final Regional Needs A Regional Steering Committee (RSC) was developed to oversee the development of the Coordination Plan. The RSC included transportation, health, and human service stakeholder group representatives operating at a regional as well as local scale. At their January 2017 meeting, the RSC reviewed all the information presented earlier in this chapter - demographic information and TPI maps, the Coordination Pilot findings, and the survey results. The RSC separated into three small groups and identified a list of needs and strategies (strategies will be discussed in the next chapter) and then came together to generate a final list of regional needs: Top 3 Needs: 1. Coordination and information sharing: The region needs a means for ongoing information sharing and coordination of funding and services to maximize the use of resources and better meet the needs of target populations. This would primarily involve public transportation and health and human services providers. Related to this, another identified need is improvement in collection and dissemination of date regarding aggregate trip patterns among human service clients. 2. Public awareness of transportation options. Target populations need to be made more aware of the services provided by Cascades East Transit (CET), and how to access CET services. Further, Central Oregon residents that do not themselves rely on transit often do not understand the need for it. 29 Section 3: Needs Assessment 3. No dedicated public funding for transit. There is no local, dedicated funding source for public transportation. Additional Needs. 1. Maintain the system. Before contemplating new services, we need to make sure that the existing system is adequately funded and that buses and other infrastructure are well- maintained. 2. Service gaps. The RSC identified the following gaps of service: a. Insufficient evening and weekend public transportation service. Specifically, most CET services do not operate past 7:30pm on weekday evenings, and the only weekend (non - recreation transit) service is certain fixed routes in Bend (Saturdays) and the Bend Dial - A -Ride (Saturdays and Sundays). Further, for some users (e.g. dialysis patients), service does not begin early enough in the day. b. Lack of fixed -route service in local areas outside Bend. CET's only local fixed -route service is in Bend. Other communities need fixed -route in order to improve service availability and convenience. c. Insufficient fixed -route service frequency. Community connector shuttles and local fixed -route services in Bend do not come frequently enough. d. Lack of veteran access to Portland — the current Disabled American Veterans shuttle to the Portland VA hospital (and other services) does not have a wheelchair lift. e. Too many transfers. Too many trips require one or more transfers (e.g. at Hawthorne Station). There needs to be more direct, as well as express, transit routes. 3. Insufficient accessibility for target populations. Target populations have insufficient access to public transportation: a. Housing costs and jobs/housing imbalance. Lower income families are pushed out farther from higher -cost housing areas and therefore have more transportation needs, and higher costs to meet them. Further, major employment centers are often not located near housing that is affordable. b. Lack of rural service. There are significant numbers of target populations living in outlying areas with no public transportation service. c. Disabled resident safety and assistance. There is insufficient accessibility (e.g. ADA - compliant access to and from transit stops), assistance (e.g. travel training programs), and therefore reduced safety for persons with disabilities. d. Cost. CET fares are cost -prohibitive for low income individuals and veterans. e. Cultural barriers. There are cultural (e.g. primarily language) barriers to accessing transit for some racial and ethnic minority populations in Central Oregon. f. Bike/pedestrian access. There is insufficient bike/pedestrian access to and from transit stops in many parts of the region. 4. Not enough "choice" riders. The transit system is not used by enough "choice" riders to a) improve fare revenue, and b) demonstrate the value of public transportation to average voters. 30 Section 3: Needs Assessment 3.c Origins and Destinations Mapping- Wikimapping Project The Wikimapping interactive mapping platform (see http://wikimapping.com/ for more) was used to solicit information from regional human services agencies and transportation providers to help support development of the Coordination Plan. The purpose of the project was to identify common origin and destinations for seniors, persons with disabilities, and low-income households and understand transportation "flows" between these locations. Although the Transit Propensity Index (TPI) maps described in section 2.a.v provides a spatial proxy for the residential location of these needs in Central Oregon, this origin -destination surveying exercise enabled zeroing in on potential opportunities for coordination in human services organizations' transportation needs. 3.0 Wikimapping Participation Process To identify origins and destinations with common need, COIC requested that representatives from the Regional Steering Committee, primarily including representatives from health and human services organizations, plot the transportation needs of their clients. This process particularly sought residential locations with clusters of focus populations including: • Senior living facilities, • Low income housing, • Apartment complex (multi -family housing), • Neighborhood with high concentrations of clients, and • Homeless shelters The destinations COIC sought from human services organizations in the Wikimapping process were areas where their clients have clustered travel needs, especially: • Hospitals and doctors' offices, • Grocery stores, Senior centers or community centers, • Schools, • Entertainment, • Public libraries, • Places of worship, • Social services, and • Employment. After plotting common client residential locations and destinations, participants in the survey were asked to identify the types and frequencies of trips their clients took. This included questions about the mode of transportation, types of clients, frequency of travel, and trip purposes. Participants were asked to complete this process for each of the common origin -destination pairs for their clients. By combining the information in the process described above, it was possible to better understand coordination opportunities between specific origin -destination pairs for clients of Central Oregon's human services organizations. 31 Section 3: Needs Assessment Figure 7. Wikimap Interface 3.c.ii Analysis and Data Cleaning Methodology Wikimapping data gathered using the interactive map was downloaded in a spatial data format (shapefile), which includes the location and type of each Origin/Destination point and Route line. In addition, survey data that was entered by participants when they placed a point or line on the map includes additional information such as the name of each location, the category of client that goes there, and the frequency of client travel. This data was downloaded in tabular format (CSV). The results of the Wikimapping process are displayed in Figures 8-10 below. This information will be used as part of CET's upcoming Regional Transit Master Plan rewrite process, and will help planners identify new or adjusted route alignments and timings. 32 Section 3: Needs Assessment Figure 8. Regional Wikimapping Results r1f ` r �a_ a 0 s ©oeo©! 0 0 i 8 m 0- 0 0 0 r g 4 a s t S $ S a r1f ` r �a_ a 0 s ©oeo©! 0 i 8 m 0- 0 0 0 r g 4 a s © k a S $ S a r1f ` r �a_ a 0 s ©oeo©! 0 i 8 m 0- 0 0 0 r al 0 a s r S $ S a a Section 3: Needs Assessment 33 Figure 9. Wikimapping Results - Bend ntro Rerroknenr�, mwtrx (i:anrl a:aJrx�r`(nrpr rkg<a +�;tytruarc Swsar ` tXup� Cen7mA0reyort IF lutlna(aartFxrly 4y ATs[l'n71kHr _ 1 `9�" yy)� rkkhUkY/H�ICSrY.� Iit L:l IS rOL rri n Deschutes River j� Woodsto Bend Education & Employment Redmo/DLEY Madras to Bend CHealth Services in Bend r .x_ Natufntla Humanity homes --- 1611HAAMFIRD r1 -- 74n— .......... -- ,;j r!ti`n+aTrknt SL checks YIewNS x KAdliriml A IJ4401(Aua ()tafkhl (kn AihNlwrl [,dWt1h58ff(. (anrrH ur^t kvt!rrs Aft storfartdy� © lfhkpA.7 o- 04 RetefNurse V., Ok +�}n, RAn ANvc9 4hrrnT y V q/fnkYln aea &R ,(n) 0Yim'h fiw&er pre rrrrr( field Savwfittm> © 4 p�S6rr tn0yf „Lann+arry,4•Nfln nrh('?i � VlvrLbtrlGriltYnatt(ivra fhlN ern AffALVfdn FnNv+Jn (';i Ad&tt(e O © $pg SIM(Rfnf AL_ IJvu, __. s'apsaa ARE'T 10ntol i{raYtn AaNtC`,imr0y LnAr PmxAfr ,x} tnitr core Q AFie AWAprs a 7014mark RMC ' .x Crap '" ✓a �tig. ( artEf S BendSerdnKerfef s AGfcyh ® tl( tW krnHSkwdryOffKe ( FtS�Ak'yr=+ if[DMOT RD �sy1;� (enttnl0relnn YetaonrO�Nrca(h °\ G<a,a61 ' W �'1 •r fry '. an,rz aYrl'lnerL�Itu+ily (oro •_ e Numarx3orietyof(ertr010tLgon �q 1{Ulmer .v AP'a W,TI aDFIHYAD -� —' 0 05 1 D& AnR ve Wvds _.._._.._�...... Origins ...... Destinations ._.._.. V Low Income Housing © Community (enter library Q Multi -family Housing Q Education 0 Piece of Worship © Senior Living facility Q Employmeet 0 shopping Shelter /Transitional Housing © Entertainment r7 Sodel/Public Services © Other Origin © Health Care Q Other Destination Section 3: Needs Assessment fie—= Miles Data Sources: Wiidmapping Survey 2016-2017. Oregon GeoSpanei Data U6rary US Census TIGER Travel Patterns Deily - More man 25 people/trips per day Daily -10 to 25 people/trips per day Daily - fewer than 10 people/trips per day — Weekly - a few people/trips a week Monthly - a few people/hip s a month 34 Figure 10, Wikimapping Results - Redmond ur Y41(0 lei Madras to c 97 $ Redmond CKIC 3 NW UPAS AIT .. Affordable/ Multi -family Housing Foster home to ewucucEJ mon to Redd CO CC G Employment in Redmond a. nUlMorr . UM MAPLE AVE P:lWJPlf lir A , NMmmd(rnx R�Aet ao NN:.GOD Ar AHIi(ajtG�DY '.. � liunii�G»Aftfi c � 97j s ow IIEW10Eg AYt Awd k NAtvAu Grnayank7 UEH (A A,i E M y F g a 1'u3EnAYxr . k11y (iY17A (topparaN MAKER AVE A)t0YnE19'Ifi WOW SFAUa1SAVE gtury ' -' F5drJ 17Rwry `' Pt eunr aivo WkcR.•Snim(mfr A,�nerM UA tpAu JIUxx u F:.(I urAcwxJrt SthaalPatel A45Aging ouA ..^.• ..�� �; � Ntv1Y`Al1 sm (Glkr �'�t HnENN(rru..uAYy.easrnrAs.:hiaEo iYnhkna�Faun Nmgh (Pole A IkudxpP+purur.'ru tar %� 121., Affordable/ a SM'M01.Rir Multi -family Housing w A , 1 .r OFSIDIRN AVF to Redmond COCC -" sc.Tlvr Prineville to Sw auAra AYF (A'(Wakial0'1hMna+A t Redmond (OCC r .. .. SWSAINOU AYE � (CIII/Oi a'E'Qrl VVV'' famuniry(algge v SW UelI11lA AYE klllr itA' iP sw niEN1uP AVE Juniper Canyon My Madras to s�� "kxrn'Not M.v to Employment Health Services in Redmond 97. in Bend „ SW DAUDER AYE D D.S 1 Redmond toMiles� d Bend COC( pate Soumes: WNmapping Survey 2016- 2017, Oregon GeoSpetiel Dam Library, US Cams TIGER Origins Destinations �p Health (are Travel Patterns Q Low income Housing Q Community (enter 0 Library 411110 Doily -More then 25 people)trips per day Doily -10 to 25peoplejtrips per day 0 MuIR-Poorly Housing � Education Q Place of Worship Daily -Fewer than 10 peoplejtrips per day SeniorLiringPocility Ir� Employment0"Shopping — Weekly -a few peoplejkipsaweek F) Shelter jTmnsitional Housing © Entertainment m Sociol/Public Services — Monthly -a few peoplertrips a month 35 Section 3: Needs Assessment 4. Prioritized Coordination Strategies The Regional Steering Committee created a list of Priority Strategies at their January 2017 meeting. During subsequent local stakeholder meetings convened in Crook, Deschutes, and Jefferson Counties and the Confederated Tribes of Warm Springs, stakeholder groups prioritized these as well as additional, local transportation strategies. The entire list was then reviewed at a final December 2017 Regional Steering Committee meeting (RSC members refined regional priority strategies but did not make any changes to local strategies). The process for prioritizing strategies at the meetings in Crook, Deschutes, and Jefferson Counties, as well as regionally, allowed each attendee to vote for their top three strategies. Each vote received one point, and the points were added together to apply a score to each strategy. During the prioritization process at the Confederated Tribes of Warm Springs Local Meeting, attendees preferred instead to use a consensus -based approach. They chose to discuss each strategy that came up in the meeting, collectively agreeing which strategies were tier one (of higher importance) or tier two (of lower importance). A table with regional as well as local strategies and associated scores from each group is included at the end of this section. 4.a Regional Priority Strategies The following "Regional Priority Strategies" were developed by the Regional Steering Committee, composed of health and human services and transportation stakeholders that administer services at the regional scale, as well as STF Coordinators and other key leaders that operate at the local scale. 4.a.i Highest Priority Strategies., The Regional Steering Committee identified the following high priority strategies, listed in priority order: #1: Improve affordability of transit services to low-income individuals and veterans. Provide subsidized fares for low income clients and veterans needing access to health and human services. #2: Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. • Develop a quarterly coordinating meeting for public transportation and health and human services organizations. • Explore development of a regionally -based Special Transportation Fund (STF) Committee, or joint tri -county and Warm Springs STF Committee meeting to collect data on needs and services; and advise COIC directly on the allocation of resources to meet needs. As part of the exploration, consider integrating this committee with the required new local advisory committees required to access Statewide Transportation Improvement Fund (STIF) resources. 36 Section 4: Prioritized Coordination Strategies • Create common datasets for transportation planning across the region and across transportation, health, and human services organizations. • Incorporate transportation network companies (TNCs) into the transit system and explore offering vouchers for TNCs to provide access to fixed -routes. #3: Expand public transportation services to late in the evening and on weekends. Work with human and health services stakeholders to identify priorities for expansion of services to later in the evenings and when/where to provide weekend services. #4: Education and outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. #5: Create a Dedicated Local Public Fund for Transit. Identify priority geographies/communities and develop a local public tax base to provide additional services. 4.a.ii Additional Strategies The following strategies were also endorsed by the Regional Steering Committee, listed in priority order: Medium Priority: 6. Improve accessibility, assistance, and safety for disabled residents. This includes travel training programs as well as infrastructure improvements to enhance access (e.g. ADA access) to and from transit stops. 7. Provide a clearinghouse for transportation information, including transportation provider routes, services, eligibility, and contact information. Include all services, not just CET. 8. Support, maintain, and strengthen the existing transportation network, including both local service and community connector shuttles — leverage local public transportation investments to secure state and federal resources. 9. Expand intercommunity transit service. Expand the frequency of Community Connector Shuttle service and expand operating hours. Additionally, create more commuter -oriented inter -community service. 10. Link rural populations to transit services by: • Expanding service areas; • Offering vouchers for TNCs, as identified in priority #2 above; • Providing more Park & Ride lots; • Or other solutions. 11. Address cultural and language barriers to riding the bus. Work with ESL populations to create better information (e.g brochures, website, etc.) and outreach (direct engagement with communities) to improve transit access and utilization by these communities. 12. Provide local fixed route services in communities outside Bend. 37 Section 4: Prioritized Coordination Strategies Lower Priority The following strategies were discussed by the group but received very few votes. They are not listed in priority order: • Increase frequency of service in fixed route areas. • Better market group bus programs for employees • Make winter transportation more livable. 4.b County and Tribal Prioritized Strategies After the Regional Steering Committee developed and confirmed their priority strategies, COIC convened local stakeholder meetings for each of the Coordination Plan jurisdictions — Crook County, Deschutes County, Jefferson County, and the Confederated Tribes of Warm Springs. The stakeholder meetings included members of each jurisdiction's Special Transportation Fund Committee, as well as additional community members representing health and human services and transportation organizations (see the Attributions section on page iii for some of the attendees) At each meeting, the stakeholders reviewed the regional priority strategies and then developed additional priority strategies focused on local needs, as desired. Finally, the participants prioritized the entire list of strategies —the regional strategies as well as their own local strategies. 4.b.i Crook County Priority Strategies Following are listings of strategies identified at the January 19, 2017 Crook County meeting, and further refined at the May 17, 2018 STF Committee meeting. Crook County High Priority Strategies The following are in rank order: 1. Expand service frequency and hours between Prineville and Bend to meet commuter needs 2. Expand service to later in the evening and weekends on the community connector service as well as local service. 3. Improve affordability of transit services to low-income individuals and veterans. Provide subsidized fares for low income clients and veterans needing access to health and human services. 4. Support, maintain, and strengthen the existing transportation network, including both localservice and community connector shuttles — leverage local public transportation investments to secure state and federal resources. Crook County Medium Priority Strategies The following are all considered medium priority strategies for Crook County, and are not listed in any priority order (they are all weighted equally): 38 Section 4: Prioritized Coordination Strategies Create a dedicated funding source for public transportation. Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. o In addition to the coordination ideas expressed in the (same) regional priority strategy, work to coordinate facility siting and development, through the land use planning system, with transit service provision to ensure that target populations may access facilities on CET. • Education and Outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. • Gather more data on trips flows for human service and health care organization clients to plan public transit services. • Expand transit to rural areas of Crook County. • Convert Prineville to fixed route or deviated fixed route. Additional Strategies Following are additional strategies that received votes in the Crook County meeting. They are not listed in rank order: • Create more commuter -oriented inter -community service (across the system). • Travel training — provide travel training classes to individuals who use paratransit service to convert to fixed -route service. • Better market group bus pass promotion for employees. • Make winter transportation more livable (e.g. shelters, better access to stops, etc.). 4.b.ii Deschutes County Priority Strategies Following are listings of high and medium priority strategies identified at the February 28, 2017 Deschutes County meeting. Deschutes County High Priority Strategies The following are in rank order: 1. Create a dedicated funding source for public transportation. 2. Support, maintain, and strengthen the existing transportation network, including both local service and community connector shuttles — leverage local public transportation investments to secure state and federal resources (Note: participants indicated that the "strengthen" part of this strategy was largely focused on providing fixed -route service in Redmond). 3. Expand service to later in the evening and weekends. 4. Education and Outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. 39 Section 4: Prioritized Coordination Strategies 5. Provide fixed route services outside Bend, starting with Redmond. Deschutes County Medium Priority Strategies The following are all considered medium priority strategies for Deschutes County, and are weighted equally: • Create express bus routes. • Improve Bend DAR system (i.e. caregiver, child riding with parent). • Improve affordability of transit services to low-income individuals and veterans (e.g. subsidized fares and veterans ride programs) • Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. Develop electronic fare card system. Additional Strategies Following are additional strategies that received votes in the Deschutes County meeting. They are not listed in rank order: • Make winter transportation more livable. • Encourage density and/or mixed housing stock (e.g. transit oriented development - TOD). • Travel training — provide travel training classes to individuals who use paratransit service to convert to fixed -route service. • Create voucher system for ride -sharing programs. 4.b.iii Jefferson County Priority Strategies Following are listings of high and medium priority strategies identified at the February 2, 2017 Jefferson County meeting. Jefferson County High Priority Strategies The following are in rank order: 1. Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. 2. Create a dedicated funding source for public transportation. 3. Education and Outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. 4. Support, maintain, and strengthen the existing transportation network, including both local service and community connector shuttles — leverage local public transportation investments to secure state and federal resources. 40 Section 4: Prioritized Coordination Strategies Jefferson County Medium Priority Strategies The following are all considered medium priority strategies for Jefferson County, and are weighted equally: • Gather more data on trips flows for human service and health care organization clients to plan public transit services. • Expand service to later in the evening and weekends. • Make winter transportation more livable. Additional Strategies Following are additional strategies that received votes in the Jefferson County meeting. They are not listed in rank order: • Travel training — provide travel training classes to individuals who use paratransit service to convert to fixed -route service. • Better market group bus pass promotion for employees • Create express bus routes 4.b.iv Confederated Tribes of Warm Springs Priority Strategies At their February 28 and September 21, 2017 meetings, the CTWS attendees decided to identify "Tier 1" (high priority) and "Tier 2" (medium priority) strategies, and decided to NOT rank the strategies within each Tier. CTWS Tier 1 Strategies • Ongoing coordination — establish a structure for ongoing dialogue on coordination needs and opportunities among public transportation providers and the human and health services communities. • Education and Outreach. Develop a comprehensive marketing and awareness campaign. Provide more information to riders, the public, communities, and elected officials and leaders about the benefits of public transit and existing transit services. • Provide transit to/from underserved areas like Simnasho • Develop a public transit route to Government Camp to increase employment and recreation opportunities. • Ensure that the CTWS senior center has viable buses and service CTWS Tier 2 Strategies • Create a dedicated funding source for public transportation. • Expand service to later in the evening and weekends. • Support, maintain, and strengthen the existing transportation network, including both local service and community connector shuttles — leverage local public transportation investments to secure state and federal resources. • Create more commuter -oriented inter -community service. 41 Section 4: Prioritized Coordination Strategies • Gather more data on trips flows for human service and health care organization clients to plan public transit services. • Travel training — provide travel training classes to individuals who use paratransit service to convert to fixed -route service. Better market group bus pass promotion for employees. • Make winter transportation more livable. 42 Section 4: Prioritized Coordination Strategies a L a s 3 a C O E a 'a c m I Ln a to a m ro i O Q U _O c m c O w a L ho _c 3 c N r r N N s y y m a O7 ro m N d 07 C � E d Q) ro ro m ro ro m L CA os H � E E t ii Lm > N t t > N L mG Z c'c c 0 ` t c c rn m m m m m ro V = g T c 2 c c c c O 2 O __ 0 0 L a M—L ro v `c T c cc � v m U 0a O ro roM CD c ». a c�� C S y ca 7 E L ZZ w cu41) m C 3 co O o C O - a O > O v A 0 mw»- c E L m 'c d a 'c c o c 0 o +>' m a� E E d d v m o c c m �� to c tm a) ro a y Z c E K d d 20 c m o v v �0 c0n O .a1LC V c '03 s N C C N ro 'U m C 0` O_ 'L W C '� m 0' m 'C oct E 'O 'y Q.c 'O rno p, I N w y O cn c O w y CO > CD- o ro a`>-0 m °4)o E U - > EE a o D c m N c V 'C '�L w N •C C m c.i a ua WC moro3p� 4 Y� ro _ c N c > oE O U ro a m c00 O N m N c m` U a C N O U_ t0 > t wCL= Cto w O N V c C Q Z� ` o O aU O d c W=> ro ,O N aI 0 L C W O 0 7 4.2 V C7 ro°'O. �°Ea�cE ioc m Na FcCc� w mmw O moc ci.4� 0 cai .2C C> N -, mm (a c 70 � Q EE OE m - :5 aamN?�c 0 m> Uc c 0 Q W.R.5 m CD O CL o o L'm m o Z o 2 c c o E� m 0 ro oLmu;CL) rnmN Coov>N v ZZ Cc CLI io m 0 ��_ c E o �w m CL c n..Q O.a) 0 0> y to,=U W U O NO c.c U).00 w`w E 0) W cdda OW List of Appendices A. Planning Precedent B. Transportation Infrastructure and Fleet C. Stakeholder Survey 44 List of Appendices Central Oregon Human Services Transportation Coordination Plan 2018 - Appendices A. Planning Precedent The first step in developing the Coordination Plan was a thorough review of all existing, local and regional plans related to transportation. A.1 Local Government Plans A.1.a Transportation System Plans As part of the planning process, each of the pertinent Transportation System Plans (TSPS) and the one Metropolitan Transportation Plan (MTP) were reviewed. This review was centered around understanding how each of the communities included in this plan are managing and planning for their public transportation systems within the context of their transportation systems at large. Because the Crook and Jefferson TSPS were drafted and adopted prior to the implementation of public transportation service in their respective communities, many of the goals have been addressed to some extent but can still be further addressed into the future. Crook County TSP At the time of drafting this plan, Crook County is working on updating its TSP, however the document is too early in its formation to include in the Coordination plan. The following information is from the 2005 Crook County TSP that was also referenced in the previous Crook County Coordination Plans. County TSP Goal 6 — Alternative Modes of transportation states that it is the goal of Crook County to: Increase the use of alternative modes (walking, bicycling, rides h a re/ca rpoo ling, and transit) through improved access, safety, and service. Increasing the use of alternative modes includes maximizing the level of access to all social, work, and welfare resources for the transportation disadvantaged. Crook County seeks for its transportation disadvantaged citizens the creation of a customer -oriented regionally coordinated public transit system that is efficient, effective, and founded on present and future needs. Crook County TSP policies related to public transportation include: 6.2 Promote alternative modes and rideshare/carpool programs through community awareness and education; 6.3 Coordinate with regional transit service efforts; 6.5 Seek improvements of mass transit services to Crook County; 6.6 Transportation Disadvantaged A-1 Central Oregon Coordinated Humans Services Transportation Plan - Appendices a. Continue to support programs for the transportation disadvantaged where such programs are needed and economically feasible b. Increase all citizens' transportation choices c. Identify and retain community identity and autonomy d. Create customer -oriented focus in the provision of transportation services e. Hold any regional system accountable for levels and quality of service f. Enhance public transportation and sustainability g. Promote regional planning of transportation services h. Use innovative technology to maximize efficiency of operation, planning, and administration of public transportation L Promote both inter -community and intra -community transportation services for the transportation disadvantaged Deschutes County TSP Although the needs and strategies around public transportation in Deschutes County are largely relegated to the Bend, Redmond, and Regional Transit Plans, Deschutes County's TSP does include provisions related to transit: Goal 14 14.1 Enhance the opportunity for intermodal connections throughout the County transportation system, and actively support the provision of public transportation throughout the County. 14.2 Increase the existing level of special services provided. 14.3 Establish rural transit service for Deschutes County residents. 14.4 Decrease barriers to the use of existing public transportation services. Policies 14.1 Deschutes County shall work with ODOT, the cities of Bend, La Pine, Redmond and Sisters, and transit service providers to study countywide rideshare facility needs, and investigate public transit possibilities including potential transit stops for a regional or commuter -based transit system. Those possibilities shall include bus and rail, and if economically feasible, the County shall seek such services as are found to be safe, efficient, and convenient in serving the transportation needs of the residents of Deschutes County. 14.2 Deschutes County shall continue to work with special service providers, ODOT, and the cities of Bend, La Pine, Redmond and Sisters to secure additional funding as well as increase promotion of those special transit services that may be underutilized. 14.3 Deschutes County shall identify and monitor the needs of the transportation disadvantaged and attempt to fill those needs. A-2 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Jefferson County TSP Jefferson County completed its TSP in September of 2007 that was also referenced in its 2007 and 2009 versions of the Jefferson County Coordinated Human Services Transportation Plan. Although it does not contain any specific goals or policies to provide public transportation options, the Jefferson County TSP contains several goals and statements that are relevant to this plan. They are included here for reference. The 2007 version of Jefferson County's Coordination Plan is also included in its TSP as an appendix. First, the plan references statewide Planning Goal 12, which requires the county to make the following considerations in developing the TSP (only those relevant to this plan are included here): • consider all modes of transportation, including pedestrian, bicycle, highway, rail, mass transit, air, water, and pipeline • consider the differences in social consequences that would result from utilizing differing combinations of transportation modes • minimize adverse social, economic, and environmental impacts and costs and conserve energy • meet the needs of the transportation disadvantaged (page 2). Next, the TSP includes the following policies that are relevant to this plan: Policy 1: Plan and develop an interconnected system of roads that will link communities and neighborhoods for all users and will address existing and future needs for transportation of people and goods in the region. 1.3: Promote connectivity and mobility options between communities. Policy 3: The County transportation system should continue to protect and provide for alternative means of transportation (pages 8-9). Finally, the TSP makes the following specific reference to public transportation systems: Jefferson County does not provide public transportation services. There are few options in the County to meet the needs of people unable to drive vehicles. This includes some seniors, the developmentally or medically disabled, people who have lost driving privileges due to suspended or revoked licenses, and people who do not own vehicles for financial or other reasons... As the population of the County increases, the demand for public transportation within and between cities will become more important. A potential solution is a public dial -a -ride service that will provide the needed transit service to the section of the population that does not have access to a motor vehicle. Such service is likely to be needed and developed within cities before being provided in the unincorporated areas of the County where low density and widely scattered population make transit service impractical. (page 58). A-3 Central Oregon Coordinated Humans Services Transportation Plan - Appendices La Pine TSP La Pine adopted its first TSP, in collaboration with ODOT, in 2012. The project was intended to provide La Pine, Deschutes County, and ODOT with guidance for operating and improving the multi -modal transportation system with La Pine's UGB. The plan is meant to plan for a 20 -year horizon with updates every five to seven years. Within the La Pine TSP the following goals and evaluation criteria are pertinent to this coordination plan: Goal 1: Provide a safe, convenient, accessible and economically feasible system to support the growth and livability of La Pine. 1c. Supports safe and efficient use of vehicular and active transportation modes 1e. Provides roadway treatments that can help implement a safe bicycle and pedestrian environment Goal 2: Provide a transportation system that incorporates a range of transportation options for all modes of travel. 2a. Supports transportation system improvements that provide access for all users, regardless of age, ability, or mode of transportation 2b. Provides access to the transportation system 2d. Addresses key gaps in the sidewalk and trail system 2e. Provides access to regional transiti including provision of park -and -rides 2g. Enhances connectivity within and between major activity centers 21. Reduces trip lengths for all users Goal 4: Provide a transportation system that supports the economic viability of La Pine and Central Oregon. 4c. Supports multimodal access to major employment centers 4g. Provides intermodal connectivity Prineville TSP The City of Prineville collaborated with ODOT to update its TSP in 2012 to provide the City, ODOT, and Crook County with guidance for operating and improving the multimodal transportation system within the City of Prineville's UGB. The plan largely references the Central Oregon Regional Transit Master Plan in reference to more general needs around public transportation. The following goals and strategies from the TSP are related to public transportation: TSP Goals Ensure a safe, accessible, and efficient transportation system for all users. Build and maintain the transportation system to facilitate economic development in the region. A-4 Central Oregon Coordinated Humans Services Transportation Plan - Appendices • Minimize the impacts of transportation system development on the natural and built environment. Transportation System Needs Development of the Ochoco Lumber and Iron Horse properties will require strong multimodal connections between the downtown and the City's east side Redmond TSP Redmond initially adopted a TSP in 1999 and updated the plan in 2008 to provide a 20 -year horizon for planning transportation needs and priorities. Additionally the TSP references funding for a transit feasibility study, because as of 2007 there was only a small Dial -a -Ride service operated by the Central Oregon Council on Aging (COCOA.) The goals and strategies from Redmond's TSP concerning public transportation are as follows: Goal 1: Provide a safe, convenient, accessible and economically feasible system to support the growth and livability of La Pine. Goal 3: Establish a clear and objective set of transportation facility design and development regulations and standards that address all elements of the city transportation system and promote access to and utilization of a multi -modal transportation system. Goal 5: Provide reliable convenient transit service to Redmond residents and businesses as well as special transit options for the city's elderly and disabled residents. Transit Improvement Strategies • Provide park-and-ride lots and support vanpools/car pools • Provide commuter service to Bend • Update roadway design standards to support fixed -route transit service • Improve the dial -a -ride program (frequency and scheduling) • Expand regional transit services to surrounding communities • Provide shuttle service to key destinations • Explore the feasibility of local fixed -route transit service • Improve rail facilities to support recreational/commuter rail services Sisters TSP Sisters adopted its current TSP in January of 2010 to identify specific programs and projects needed to support its goals and support growth through the horizon year of 2030. In the summary findings, the City of Sisters' TSP suggests that: Other transportation modes include transit, rail, and air. Regarding transit, due to the small size of the Sisters area, increased transit service around the city is not considered essential. However, transit connections to neighboring cities and other locations of interest may be desirable. Public opinion should be sought on the issue and used for guidance in developing a future transit plan if needed to meet A-5 Central Oregon Coordinated Humans Services Transportation Plan - Appendices livability goals as growth continues. For rail, no facilities are planned in or near the City of Sisters. For air, no additional facilities are considered necessary within the City of Sisters. The plan does however indicate that there is an issue with the lack of transit connections to neighboring communities and other locations of interest. Bend Metropolitan Transportation Plan Bend approved a Metropolitan Transportation Plan (MTP) that is meant to support its development and growth through 2040 in September of 2014. The planning process was managed by Bend's Metropolitan Planning Organization (MPO,) and relied heavily on the Bend MPO Public Transit Plan and Corridor Land Use Assessment (PTP) for the basis of transit -related policies and objectives. Those overall plan goals and objectives related to public transportation are as follows: Mobility and Balance Goal 1: Provide a variety of practical and convenient means to move people and goods to, from and within the MPO area. Objectives in support of this goal include: • Expand opportunities for rail and air transportation for passengers and freight • Promote the development of a comprehensive public transportation system that is proportional to the scale and economy of the Bend MPO area • Promote non -motorized modes of transportation by constructing a system of safe and efficient transportation and recreation routes for pedestrians, bicyclists, and equestrians. Goal 2: Develop a transportation system that serves the needs of all travel modes, provides intermodal connectivity, and provides a range of transportation options throughout the MPO area Safety and Efficiency Goal 2: Serve the existing, proposed and future land uses with an efficient and safe transportation network Goal 3: Design and construct the transportation system to enhance safety for all modes Objectives in support of this goal include: • In cases where improving safety will also improve efficiency, these projects should receive funding priority Accessibility and Equity Goal 1: Provide people of all income levels with a wide range of travel options within the MPO area Goal 2: Support all Americans with Disabilities Act (ADA) requirements and policies A-6 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Land Use Goal 1: Integrate land use and transportation by encouraging land use patterns that provide efficient, compact uses of land that facilitate a reduced number and length of trips Goal 2: Promote development patterns that preserve the life of the existing transportation system Environment and Livability Goal 2: Design transportation improvements that protect the environment by preserving air and water quality, minimizing noise impacts and encouraging energy conservation Economic Development Goal 2: Develop a transportation network with transportation options that enhance linkages between centers of employment, education, medical facilities and neighborhoods Goal 3: Recognize the importance of intermodal connections and maintain adaptable approaches to trends and opportunities that enhance intermodal connections Financially Responsible Goal 1: Coordinate and design transportation improvements to assure the expenditure of resources in the most cost-effective manner Objectives in support of this goal include: • Ensure that the costs of planned improvements are commensurate with the benefits Goal 2: Maximize the ability to leverage alternative and multiple funding sources for transportation system improvements Objectives in support of this goal include: • Develop innovative and sound funding policies to implement the Plan, including cost sharing and other partnership arrangements with the public and private entities when appropriate • Increase the diversity of funding sources to provide greater stability, predictability and flexibility for funding transportation facilities and services. A.2 Local Transit Plans Bend Transit Plan The City of Bend adopted the Bend MPO Public Transit Plan and Corridor Land Use Assessment (PTP) in 2013. This plan was developed to address existing conditions and services, commuter needs, and A-7 Central Oregon Coordinated Humans Services Transportation Plan - Appendices incorporate the development of transit amenities that will make any future transit system accessible, convenient, coordinated, and user-friendly for residents. The goals and objectives from the plan are as follows: Goal 1: Provide public transportation services for the transportation disadvantaged Objectives in support of this goal include: Preserve and improve the existing Dial -A -Ride service. Equitably provide transit services throughout the city, including to areas with high concentrations of low-income households, households without a vehicle, seniors, and people with disabilities. Provide transit service to all middle and high schools, as well as higher education facilities. Goal 2: Reduce reliance on automobiles and develop public transportation facilities Objectives in support of this goal include: Support and promote expansion of a reliable public transportation system that makes transit an attractive travel choice for Bend residents and visitors in order to reduce reliance on the automobile. Overtime, the best transit service in Bend (highest frequency, most reliable, longest service span, etc.) should be provided in "primary transit corridors," as presented in the Public Transit Plan. Work with other governmental agencies to support implementation of a 20 -year Public Transit Plan. Ordinances shall be adopted that implement the Public Transit Plan. Goal 3: Increase mobility, accessibility, and visibility of transit throughout the urban area Objectives in support of this goal include: Work with COIL, Central Oregon communities, and the State to maintain or improve connections between local Bend transit services and inter -urban public transportation services. Priority shall be given to high -ridership corridors and connections. Coordinate with the Central Oregon Intergovernmental Council (COIC), the State, and other jurisdictions to evaluate funding alternatives and seek appropriate resources to preserve and support future expansion of the public transportation system. Effort should be made to evaluate creative funding techniques that may include the combination of public and private transportation resources in coordination with other agencies and transportation providers. Continue to partner with local organizations, businesses and agencies to enhance the image of transit throughout the community. Goal 4: Provide infrastructure and land use planning to support transit Objectives in support of this goal include: A-8 Central Oregon Coordinated Humans Services Transportation Plan - Appendices • Implement land use ordinances and other regulations that establish pedestrian and transit - friendly design along potential or existing transit routes, to improve access to the fixed -route transit system. • Encourage new development requiring transit service, such as schools, hospitals, clinics, high- density housing, etc., to locate along an existing transit route. Encourage the highest -intensity uses to locate along primary transit corridors, which would offer the highest level of transit service. • Support implementation and/or improvement of secondary transit hubs including the Central Oregon Community College, the St. Charles Medical Center, and sites on the north and south reaches of Bend, including land acquisition and other infrastructure. • Acquire properties (or secure joint use agreements) for Park -n -Ride lots at strategically located sites throughout the urban area. These locations may be co -located with secondary transit hubs or other major stops. (see also Objective 4.C). Redmond Transit Plan The City of Redmond completed a Transit Master Plan (TMP) in 2009 to explore the feasibility of developing a fixed -route transit system in Redmond and to provide a conceptual service plan to outline implementation steps. The plan was completed to fulfill the requirement within the Oregon Transportation Plan that cities with over 25,000 residents adopt a TMP. After compiling stakeholder feedback, the following public transportation needs were identified by the plan: • Park-and-ride lots: Additional park-and-ride lots would help riders connect with CET community connector services. • Senior Center transportation: Improved transportation service is needed for people who travel to the centers for lunch and other activities. • Access to recreational areas: Transportation is needed to key recreational sites (i.e. Smith Rock), especially with vehicles equipped with bicycle racks • Transportation to educational sites: Transportation is needed to education sites in Bend, Redmond and La Pine • Social service transportation: Services are needed to social service centers and workforce service centers. • Medical transportation: Better access is needed to medical centers in Bend and Redmond, especially for those who are not Medicaid eligible. • Balanced system: The needs of persons with special mobility concerns need to be balanced with those of "choice riders," or those who use public transit for peak -hour commute travel. • Safety: safe and accessible travel for pedestrians, bicyclists, and those who use wheelchairs or other mobility devices. In particular, several stakeholders suggested design guidelines that ensure safe interaction between transit vehicles and other vehicles, as well as safe access to and from transit for pedestrians that complies with the Americans with Disabilities Act (ADA) • Multi-lingual customer information: Information needs to be provided in languages other than English. A-9 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Travel options: Forty six (46) percent of survey respondents felt there is a "great need" for transportation alternatives to allow people to get around without driving themselves, and 26 percent said there is "some need." Fixed -route transportation: Fifty two (52) percent of survey respondents said there was a "great need" for regularly scheduled shuttle bus service between communities and 35 percent said there was "some need." By comparison, 41 percent expressed a "great need" for local shuttle bus service and 41 percent expressed "some need." Public-private partnerships: Forty six (46) percent of survey respondents preferred public- private partnerships to provide additional transportation options, while 24 percent preferred private and 18 percent public. Transit Plan for the Warm Springs Indian Reservation The Transit Plan for the Warm Springs Indian reservation was completed in March, 2014, and still has yet to be formally adopted. The plan includes information about funding, service, and identified needs and strategies for transit to and from the Reservation as well as transit within the Reservation. At the time of the plan, there was a low level of peak service in the morning and afternoon and mid-day transit service to access employment centers on the reservation. The following transit needs were identified in the plan: • Flexibility in use of transit through a more robust schedule within the reservation • Access to services in Madras from Warm Springs • Access to medical appointments and other services in Warm Springs • Access to medical services outside of Warm Springs in Bend and Portland, especially for elderly residents • Increased access between Warm Springs and Bend and Portland • Access to employment at ski resorts on Mt. Hood Based on its organizational structure, the plan indicates Warm Springs Transit had difficulty with the following: • Providing service consistently • Ensuring proper program oversight • Maximizing available resources, and • Coordinating and communicating services. To address these issues and the identified needs, the stakeholder workgroup in the planning process established the following four guiding principles to guide transit planning in Warm Springs: • All communities on the reservation should receive some level of transit services. Funding should be equally split between local and regional services. • There should be balance between meeting needs and the overall efficiency of the system. Transit providers in Warm Springs should strive to coordinate services to maximize resources and riders. A-10 Central Oregon Coordinated Humans Services Transportation Plan - Appendices A.3 Regional Plans Regional Transit Master Plan Central Oregon Intergovernmental Council (COIL,) with technical assistance from Nelson Nygaard Consulting Associates, inc., completed its Regional Transit Master Pian in the Summer of 2013. The purpose of the plan was to: • Identify how transit can support regional transportation and sustainability goals Establish a vision for transit in Central Oregon identify and secure a local source of funding for transit Ensure CET remains an integrated regional transit service • Identify short-term, cost -neutral "fixes" to service, and Develop a "vision" plan for the long-term (20 years) Through the planning process, participants in the planning process came up with the following 7 -goals and supporting objectives: Goal 1: Ensure transit service is safe, efficient, and reliable A primary goal for CET is to maintain safe, efficient and reliable services. Objectives in support of this goal include: • Consistently monitor and evaluate services in accordance with service standards. • Ensure availability of safe and reliable in-service vehicles to meet the daily pullout requirements for CET. • Operate on schedule within on-time performance standards. • Maintain services built around a network of regional Community Connector routes and local feeder services (which should include fixed -route service in more urban areas, where it is warranted by land use conditions and service standards.) • Minimize non -revenue hours (deadhead) operated on all services. • Assign appropriate vehicle by service type to maximize system capacity. • Maintain a minimum/maximum fleet size that ensures an optimal spare to in-service fleet ratio. Goal 2: Provide effective and easy-to-use service for CET riders An effective transit service focuses on simplification and ease of use, with logical route design and convenient transfers. Objectives include: • Minimize service overlap/duplications. • Provide access to major centers of demand from all parts of the CET service area. • Ensure Community Connector routes are easy to understand. • Transfers should be convenient and fast between Community Connector routes and to/from local fixed -route services (where available) • Local fixed -route services (where available) should be bi-directional so that transit provides an equivalent alternative for travel in both directions. • Operate routes directly, minimizing the amount of out -of -direction travel. A-11 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Ensure adequate vehicle capacity to maintain passenger loads within the adopted maximum load standards established (different for Community Connector and fixed -route services, where available.) Goal 3: Strive for financial sustainability that reflects community priorities and values. Objectives in support of this goal include: • Identify and develop a stable source of local funding that can maintain (or improve) transit service in Central Oregon without further service reductions. • Prioritize services that have been given high priority by communities and riders, as evidenced by survey findings, community meeting input, and existing planning documents. • Develop capital and funding plans for new infrastructure/replacement/maintenance. • Provide accurate and reliable revenue and expenditure forecasts and maintain budget practices that ensure sustainability and continuity of programs and services. Recognizing visitors and tourists are a good transit market, identify ways to better market services to and provide services for these potential users. Goal 4: Increase the visibility and elevate the image of transit in Central Oregon. Access to information about CET should be as easy to obtain as possible, and CET should project a positive image in Central Oregon. Objectives to increase visibility of CET include: • Ensure effective communications and marketing tools are provided that promote transit use and to advance the vision and goals of CET • Communicate to the region the role of transit and why it is valuable to the region. • Maintain a high level of passenger experience through clean, accessible bus stops and passenger amenities. • Provide easy -to -understand signage and passenger information that promotes the ease of use of CET services. • Ensure transparency and openness to the public throughout all of CET's activities. • Ensure accountability of CET services by comparing performance to other comparable regions. • Continue to partner with local organizations, businesses, municipalities and other agencies to maintain COIL/CET's community outreach and information efforts. Goal 5: Provide appropriate service levels and types for CET's ridership markets. CET currently only operates fixed -route service in Bend, but demographic data suggests Redmond could support fixed -route service in the near or mid-term and that Prineville and/or Madras may be able to support fixed -route service within the timeframe of this plan. Other communities in the region will likely maintain demand -responsive service for local trips. With this context in mind, objectives in support of this goal include: Prioritize CET services and allocate resources where demand is highest. A-12 Central Oregon Coordinated Humans Services Transportation Plan - Appendices o Existing services that significantly exceed standards should be considered for improvement. o Existing services that fail to achieve performance standards should be considered for remedial action. o Transit service in communities where service is not currently available would be considered based on minimum service design standards. • Work with local and regional partners to provide the most cost-effective programs to meet mobility needs for those without other transportation options. • Ensure that transit services are adequately meeting the needs of those without other transportation options, but also attractive to those who have other travel options (i.e., "choice riders.") • Explore alternative modes (carpool, vanpool, flexible route service, etc.) that may be appropriate in other areas of Central Oregon in the future. • Ensure that each new service is financially feasible, meets performance standards, and does not negatively impact existing services. • Provide service to rural areas (outside UGBs) only as subsidized to do so. Develop cost-effective services to provide mobility options outside urban growth boundaries (UGBs) for those without other transportation options, such as volunteer driver programs, through partnerships with other regional agencies and/or local communities. Note: Exceptions to these objectives include when CET is subsidized to provide service to a specific group or area as per contract or grant agreement language. Goal 6: Coordinate regional services with other local or intercity transit providers. COIC has historically been perceived as the entity best positioned to coordinate regional transit services in Central Oregon. However, now that COIC directly operates local and regional services through CET, it has at least a potential conflict of interest. COIC should nonetheless strive to be perceived as a neutral facilitator of regional and local transit services and programs through collaboration with regional partners. It is also possible that, like many larger urban centers, transportation planning functions could be located outside of CET, such as at a regional planning agency. Objectives to support this goal include: • Meet quarterly with transit staff from other intercity or local service providers to review coordination opportunities. • Co-author grant applications with regional agencies and planning entities and local jurisdictions. • Consider joint operations/shared funding of transit services that cross jurisdictional lines. • Coordinate with Commute Options to ensure promotion of vanpools and other ridesharing opportunities at major employers throughout Central Oregon. Goal 7: Advocate for transit -supportive development practices. Pedestrian -supportive development practices and community design help provide safe and convenient access routes to transit services. Transit -intensive land uses that locate away from transit create A-13 Central Oregon Coordinated Humans Services Transportation Plan - Appendices pressure for the transit agency to provide service where it cannot be done efficiently. Objectives in support of this goal include the following: • Advocate for transit -friendly building practices, working with planning staff and developers to ensure planned and future development meets transit service access criteria. • Work with jurisdictions throughout Central Oregon to advocate for zoning regulations that facilitate transit -oriented development near Community Connector hubs in each community. Ensure that the Regional Transit Master Plan is referenced in the Transportation System Plans (TSP's) and Comprehensive Plans developed in each city in CET's service area. • Support the establishment of building orientation and pedestrian accessibility recommendations for new development, so that the development that occurs is convenient to the transit rider. • Encourage higher -density development and relaxed parking requirements around Community Connector stops or transit hubs. • Work with local jurisdictions to advocate for new transit -dependent land uses, such as social service offices and community colleges, to be located in central, easy -to -serve locations. • Support and advocate for infrastructure projects that complement and/or enhance CET's operational needs (pedestrian access to bus stops, adequate location for passengers to wait for the bus, sufficient curb space for buses, passenger amenities, etc.) Central Oregon Transportation Options Plan (COTOP) The COTOP studied intercity transit in Central Oregon, especially focusing on connections between Bend, Redmond, Sisters, Prineville, Madras, La Pine, Culver, and Metolius. The COTOP analyzed a variety of strategies to provide intercity travel options including commuter rail, vehicle -mile -traveled (VMT) pricing, transit enhancements and vanpool enhancements. The costs and benefits were evaluated for providing these alternative strategies on each of the key corridors that connect these communities. The overall conclusion of the COTOP is that, although transit investments are difficult to justify on the basis of reducing capacity constraints on intercity corridors, providing lower cost mobility options has significant user and societal benefits. Findings related to public transportation from the COTOP are summarized below: • Central Oregon intercommunity corridors are expected to remain relatively uncongested and therefore the expected impact of shifting intercommunity trips on reducing congestion is relatively small. • A high level of investment in the Redmond -Bend corridor is cost-effective, however the level of intercommunity trip demand in some corridors does not warrant investment to reduce congestion even by 2030. • Shifting trips on the longer -distance corridors can have the highest benefit in terms of VMT reduction and related benefits, however Cascades East Transit's Community Connector fares are not as competitive with driving in shorter -distance corridors. • Vanpool investments are a relatively low-cost (and underutilized) means of providing mobility for peak -hour trips and could yield benefits in Central Oregon. • A broad pricing policy (e.g., VMT-based driving fee) could be an effective complement to a high level of transit investment. A-14 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Intercommunity transit investments require enhancements to local connecting transit Transit -supportive and walkable land use and community/urban form, parking constraints/cost, etc., are key factors in transit's effectiveness Transit/vanpool investments do provide lower-cost mobility options and other user/societal benefits (household travel costs, reduction in VMT/GhG emissions, etc.). A-15 Central Oregon Coordinated Humans Services Transportation Plan - Appendices B. Transportation Infrastructure and Fleet 13.1 Public Transportation Infrastructure -Cascades East Transit B.La CET Fleet #Agency Vehicle Vehicle Chassis Make Body Make Chassis Model Body Model Cap- Date Put In Service gernalning Useful Year acity el f91. Years Miles 1 501 2016 Ford E-450 Challenger 18 5/10/2016 62.0% 55.8% 2 502 2016 Ford rChampion ampion E-450 Challenger18 5/11/2016 62.1% 76.7% 3 503 2016 Ford ampion E-450 Challenger 18 5/11/2016 62.1% 82.0% 4 504 2016 Ford Champion E-450 Challenger 18 5/13/2016 62.2% 76.7% 5 505 2016 Ford Champion E-450 Challenger 18 5/19/2016 62.5% 74.2% 6 506 2016 Ford Champion E-450 Challenger 18 6/8/2016 63.6% 64.7% 7 507 2016 Ford Champion E-450 Challenger 18 6/8/2016 63.6% 62.1% 8 806 2002 Ford Eldorado E450 Aerotech 22 01/01/02 0.0% 0.0% 9 807 2006 Ford Eldorado E450 Aerotech 14 01/01/06 0.0% 0.0% 10 808 2007 Ford Eldorado E450 Aerotech 14 01/01/07 0.0% 0.0% 11 811 2004 Ford Eldorado E450 Aerotech 14 01/01/04 0.0% 0.0% 12 814 2009 Ford Eldorado E450 Aerotech 18 12/01/08 0.0% 0.0% 13 815 2009 Ford Eldorado E450 Aerotech 18 12/01/08 0.0% 0.0% 14 819 2009 Ford Eldorado E450 Aerotech 18 04/23/09 0.0% 0.0% 15 820 2009 Ford Eldorado E450 Aerotech 18 04/23/09 0.0% 0.0% 16 822 2010 Ford Eldorado E450 Aerotech 18 02/04/10 0.0% 17.1% 17 823 2010 Ford Eldorado E450 Aerotech 18 02/04/10 0.0% 0.8% 18 824 2010 Ford Eldorado E450 Aerotech 18 02/23/10 0.0% 0.0% 19 825 2010 Ford Eldorado E450 Aerotech 18 02/23/10 0.0% 0.0% 20 826 2010 International Eldorado ELITE Aero Elite 320 28 04/27/10 0.0% 0.0% 21 827 2010 International Eldorado ELITE Aero Elite 320 28 04/20/10 0.0% 0.0% 22 829 2011 Ford Eldorado E45D Aerotech 18 06/29/11 0.0% 22.3% B-1 Central Oregon Coordinated Humans Services Transportation Plan - Appendices # Axen Vehicle Vehicle Chassis Make Body Make Chassis Model BodyModei Caa_ Date Put In Service Remaining Useful Year acity Life 9� Years Miles 23 830 2011 Ford Eldorado E450 Aerotech 18 06/29/11 0.0% 18.8% 24 831 2011 FREIGHTLINER Champion M2 Defender 29 10/31/11 8.2% 0.0% 25 832 2011 FREIGHTLINER Champion M2 Defender 29 12/20/11 10.1% 0.0% 26 833 2013 FREIGHTLINER Champion M2 Defender 38 01/22/13 48.0% 26.3% 27 834 2012 Ford Champion E450 Challenger 16 11/26/12 0.0% 28.9% 28 835 2012 Ford Champion E450 Challenger 16 11/26/12 0.0% 13.1% 29 836 2012 Ford Champion E450 Challenger 16 11/26/12 0.0% 43.5% 30 837 2006 FORD Eldorado E350 AEROLITE 210 9 1/1/2006 0.0% 30.6% 31 838 2016 FREIGHTLINER Champion M2 Defender 37 3/25/2016 79.8% 69.5% 32 839 2016 FREIGHTLINER Champion M2 Defender 37 5/6/2016 80.9% 1 33 840 2016 FREIGHTLINER Champion M2 Defender 37 3/30/2016 79.9% 68.D% 34 850 2011 FREIGHTLINER Champion M2 Amer. Coach 38 11/25/11 36.4% 69.0% 35 851 2011 FREIGHTLINER Champion M2 Amer. Coach 38 11/29/11 36.5% 73.3% 36 852 2011 FREIGHTLINER Champion M2 Amer. Coach 38 11/29/11 36.5% 75.9% 37 853 2011 FREIGHTLINER Champion M2 Amer. Coach 38 12/06/11 36.7% 76.5% 38 854 2011 FREIGHTLINER Champion M2 Amer. Coach 38 12/09/11 36.8% 67.8% 39 855 2011 FREIGHTLINER Champion M2 Amer. Coach 38 12/09/11 36.8% 69.0% 40 856 2011 FREIGHTLINER Champion M2 Amer. Coach 38 12/15/11 37.0% 80.9% 41 7746 2002 FORD Eldorado E450 Aerotech 22 01/01/02 0.0% 0.0% 42 7748 2002 FORD Eldorado E450 Aerotech 22 01/01/02 0.0% 0.0% 43 7762 2008 FORD NATIONAL E450 AEROTECH 16 01/01/07 0.0% 3.9% 44 7763 2008 FORD NATIONAL E450 AEROTECH 16 01/01/07 0.0% 0.0% 45 7766 2008 CHEVROLET Eldorado C5500 AEROLITE 25 09/26/08 0.0% 0.0% 46 7768 2009 FORD Accubuilt E350 Shuttle 5 08/13/09 0.0% 27.9% 47 7769 2009 FORD Accubuilt E350 Shuttle 5 08/13/09 0.0% 40.7% 48 7770 2009 FORD Accubuilt E350 Shuttle 5 08/13/09 0.0% 1.6% Central Oregon Coordinated Humans Services Transportation Plan - Appendices # Agency Vehicle Vehicle Chassis Make Body Make Chassis Model Body Model Cap. acity Date Put in Service Remaining Useful Life % Year Years Miles 49 7771 2009 FORD Accubuilt E350 Shuttle 5 12/10/09 0.0% 46.7% 50 7772 2009 FORD Accubuilt E350 Shuttle 5 11/25/09 0.0% 43.8% 51 7773 2009 FORD Accubuilt E350 Shuttle 5 12/05/09 0.0% 44.1% 52 7774 2011 FREIGHTLINER Champion M2 Defender 27 06/28/11 32.3% 36.7% 53 7775 2011 FREIGHTLINER Champion M2 Defender 27 06/28/11 32.3% 42.3% 54 7776 2011 FORD Eldorado E450 Aerotech 18 06/30/11 0.0% 23.25'0 55 7777 2011 FORD Eldorado E450 Aerotech 18 06/30/11 0.0% 1.1% 56 7778 2011 FORD Eldorado E450 Aerotech 18 06/30/11 0.0% 7.8% 57 7779 2011 FORD Eldorado E450 Aerotech 18 06/30/11 0.0% 20.6% 58 7780 2015 FORD Champion E450 Challenger 18 01/30/15 36.5% 57.0% 59 7781 2015 FREIGHTLINER Champion M2 Defender 37 03/30/15 69.9% 71.2% 60 7782 2015 FREIGHTLINER Champion M2 Defender 37 03/30/15 69.9% 71.6% 61 7783 2016 FREIGHTLINER Champion M2 Defender 37 3/21/2016 79.6% 79.5% 62 7784 2016 FREIGHTLINER Champion M2 Defender 37 3/21/2016 79.6% 83.6% 63 7785 2016 FREIGHTLINER Champion M2 Defender 37 3/21/2016 79.6% 75.6% 64 7786 2016 FREIGHTLINER Champion M2 Defender 37 3/25/2016 79.8% 79.9% 65 7787 2016 FREIGHTLINER Champion M2 Defender 37 3/23/2016 79.7% 77.9% 66 7788 2016 FREIGHTLINER Champion M2 Defender 37 3/30/2016 79.9% 81.6% 67 857 2017 FREIGHTLINER Champion M2 Amer. Coach 38 05/27/17 91.5% 95.4% 68 701 2017 GILLIG GILLIG G27B 35' Low Floor 0.0% 99.7% 69 702 2017 GILLIG GILLIG G27B 35' Low Floor 0.0% 70T703 2017 GILLIG GILLIG G27B 35' Low Floor 10/23/2017 95.6% B-3 Central Oregon Coordinated Humans Services Transportation Plan - Appendices B.1.b CET Non -Bus Assets Other Vehicles, etc. Asset Type Model Description Age Condition Support vehicle GMC 3500 2012 GMC 3500 SLE 2.3 Good Support vehicle Chevy Silverado 2006 Chevy Silverado 2500 2.2 Good Snow plow attachment Boss 7'6" Straight Blade 2.0 Good Trailer Eagle 2012 Eagle RAM SAE CLIII Trailer 5.7 Good Trailer Eagle RAM 2012 Eagle RAM SAE CLIII Trailer 5.7 Good Trailer Customer 2015 Customer Bike Trailer 2.6 Good Trailer Patriot 2016 Plus Patriot Trailer 1.2 Good CET Stop -related Assets Type Location, Jefferson County Shelter Warm Springs - downtown Shelter Culver -fire department Shelter Madras - Worksource Shelter Metolius - City Hall Crook County: Shelter Prineville — Stryker Park Shelter Prineville — Juniper Canyon Deschutes County (outside Bend): Shelter Redmond-WorkSource Shelter Redmond — St, Charles Shelter La Pine—WikiupJunction Shelter Sisters Park N' Ride B-4 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Bend Fixed Routes' Class Types) of Service Service Area Capabilities (if known) Rez Rover private Taxi a U c a M M > + fA SJf s. L% to '' a 41C a N N i C oyaD m u pi --rye uS. in N C CM CL O �:> EO .0p vui. p M yL t~J1 2 t/S + 4 W C :t M to U Route 1— S. 3rd St. 17 0 3 Route 2 — Brookswood 30 1 5 Route 3 — Newport 12 8 2 Route 4 — North 3'd. St. 18 0 4 Route 5 — Wells Acres 34 6 3 Route 6 — Reed Market (E.) 35 1 4 Route 7 — Greenwood 26 0 5 Route 10 — Colorado 13 0 1 Route 11— Galveston 22 2 1 Route 12 — COCC/OSU 26 0 1 13.2 Private and Non -Profit Transportation Services and Infrastructure/ Fleet B.2.a Confederated Tribes of Warm Springs Taxi and Shuttle Services Operator Class Types) of Service Service Area Capabilities (if known) Rez Rover private Taxi Warm Springs 1 Note: Stop information (specifically whether a stop had a bench or shelter) was incomplete for Routes 4, 5, 6, 11, and 12. B-5 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Services supported by the Tribes or a Tribal Enterprise Operator Class Type(s) of Service Service Area Capabilities (if known) IHS Health and Wellness Tribal Client transportation Warm Springs Center courier Jefferson Counties Warm Springs Senior Tribal Client transportation Warm Springs Child car seats Wellness Center courier, tours Warm Springs High Tribal Client transportation Warm Springs Lookee Lodge Private Taxi, airport shuttle Within 150 miles of Bend Kah-Nee-Ta Village Hotel Guest transportation Kah-Nee-Ta Village to wheelchairs Shuttle Warm Springs Casino Indian Head Casino Casino Weekly or monthly Central Oregon to Warm Charter bus free bus service for Springs; Portland to customers Warm Springs; The Dalles to Warm Springs Boys and Girls Club Tribal Field trips Warm Springs, Jefferson Youth (5-18 years old) County B.2.b Crook County Taxi and Shuttle Services Operator Class Types) of Service Service Area Capabilities (if known) Bend Cab Company and Private Taxi, airport shuttle, Crook, Deschutes, and Shuttle Services courier Jefferson Counties Checker Cab (operated Private Taxi, airport shuttle, All Central Oregon Child car seats as Country Cab in courier, tours Prineville) Coiled Cabs LLC Private Taxi, airport shuttle Within 150 miles of Bend High Desert Wheelchair Private Taxi wheelchairs Transport Community organizations offering transportation for clients: Operator Class Type(s) of Service Location(s) Capabilities (if known) Boys and Girls Club of Crook County Non-profit Client transportation Prineville B-6 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Operator Class Type(s) of Service Location(s) Capabilities (if known) Crook County Veteran Public Client transportation Prineville Wheelchair, stretcher Services Private Resident shuttle to and from airport Neighborlmpact Head Non-profit Client transportation Prineville Student transportation Start cities in the Pacific School Districts and other education organizations: Operator Class Type(s) of Service Service Area Capabilities (if known) Crook County Christian Private School buses Crook County Wheelchair, stretcher School Private Resident shuttle to and from airport Crook County School Public School buses Crook County Student transportation District cities in the Pacific Other: Operator Class Type(s) of Service Service Area Capabilities (if known) ; Cessna Employee Shuttle Private Employee shuttle Bend to Prineville Wheelchair, stretcher Brasada Ranch Private Resident shuttle to and from airport B.2.c Deschutes County Taxi and Shuttle Services Operator Class Type(s) of Service Service Area Capabilities (If known) American Medical Private Medical transport Crook, Deschutes, and Wheelchair, stretcher Transit Jefferson Counties -- limited service to major cities in the Pacific Northwest Bend Cab Company and Private Taxi All Central Oregon Taxi, wheelchair Shuttle Services Bend Towncars LLC Private Taxi, tours, airport Bend, Redmond, area 15 passenger vans shuttle resorts B-7 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Operator Class Type(s) of Service ServiceArea Capabilities (If known) CascadeTowncar Private Taxi, airport shuttle, All Central Oregon; travel Service from C.O. to Portland, Salem, Eugene Central Oregon Private Limousine, tours All Central Oregon Limousine Checker Cab Private Taxi, airport shuttle, All Central Oregon Child car seats courier, tours Coiled Cabs LLC Private Taxi, airport shuttle Within 1S0 miles of Bend Don's Town and Country Private Taxi, tours All Central Oregon; travel Pet friendly Shuttle from C.O. to Portland, Salem, Eugene Destination Private Taxi, limousine, airport All Central Oregon Transportation shuttle, tours Economy Taxi Private Taxi, airport shuttle All Central Oregon Enviro Shuttle Private Taxi, airport shuttle All Central Oregon All -hybrid fleet GreenCab of Oregon Private Taxi All Central Oregon High Desert Transport Private Medical transport All Central Oregon Wheelchair, Stretcher Modus Transportation Private Airport shuttle, Non- All Central Oregon Wheelchair Emergent Transportation Owl Taxi Private Taxi Deschutes County RDM-SHUTTLE (GO Private Airport shuttle Central Oregon Airport Shuttle) Redmond Taxi Service Private Taxi Central Oregon SunriverTowncars and Private Airport shuttle, taxi, Sunriver, airport Tours tours TAC Transportation Private Taxi All Central Oregon (Redmond Airport Shuttle and Bend Charters) VIP Taxi Private Taxi Redmond, Bend Wapato Shores Private Medical/ADA All Oregon Wheelchair, stretcher transportation B-8 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Hotels and resorts offering transportation for guests: Operator Class Location Black Butte Ranch Private 8 miles west of Sisters Comfort Inn Suites Private 62065 SE 27th St, Bend Eagle Crest Resort Private 1522 SW Cline Falls Rd, Redmond Oxford Hotel Private 10 NW Minnesota Ave, Bend Pronghorn Club & Resort Private 65600 Pronghorn Club Dr, Bend Sleep Inn & Suites Private 1847 N Hwy 97, Redmond Tetherow Resort Private 61240 Skyline Ranch Rd, Bend Community organizations offering transportation for clients: Operator Class Type(s) of Service Service Area Capabilities (if known) Neighborlmpact Head Start Non-profit Client transportation Regional wheelchair Bend Park & Recreation District Public Client transportation Bend area Abilitree Non-profit Client transportation Regional wheelchair School Districts and other education organizations: Operator Class Type(s) of Service Service Area Capabilities (if known) Bend La Pine School Public School buses Bend, La Pine, Sunriver wheelchair District Central Oregon Public Campus shuttle COCC Bend campus wheelchair Community College Redmond School Public School buses Redmond and nearby wheelchair District communities B.2.d Jefferson County Taxi and Shuttle Services B-9 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Operator Class Type(s) of Service Service Area Capabilities (if known) Bend Cab Company and Shuttle Services Private Taxi, courier All Central Oregon GreenCab of Oregon Private Taxi All Central Oregon CC Medical Private Medical transport All Central Oregon wheelchair Community organizations offering transportation for clients: Operator Class Type(s) of Service Service Area Capabilities (if known) BestCare Treatment Non-profit Preschool transportation Crook, Deschutes, and Culver School District Public School buses Jefferson counties Disabled American Non-profit Veterans transportation Central Oregon; shuttle Veterans to Portland VA Opportunity Foundation Non-profit Client transportation Central Oregon of Central Oregon Hotels and resorts offering transportation for guests: Operator Location Crooked River Ranch Southern Jefferson County School Districts and other education organizations: Operator Class Type(s) of Service Service Area Capabilities (if known) The Children's Learning Center Non-profit Preschool transportation Madras Culver School District Public School buses Culver area Jefferson County School District Public School buses Jefferson County B-10 Central Oregon Coordinated Humans Services Transportation Plan - Appendices C. Stakeholder Survey and Full Results The below survey was distributed to organizations that work with low income, senior, and disabled populations, as well as transportation providers. There were 40 respondents. STAKEHOLDER SURVEY Name Organization Geographic Location(s) Served The goal of this survey is to gather preliminary feedback on the community's current use of transportation services and to identify any unmet needs. Your responses will be used to help draft the Coordinated Human Services Transportation Plan for Central Oregon. Service Gaps 1. What geographic areas and/or services are you aware of that are not accessible via public transportation for community members or your clients? Specia assistance i medica 9% No Outlying C-1 Central Oregon Coordinated Humans Services Transportation Plan - Appendices 2. Are there times of the day or days of the week that existing transportation services cannot get community members to where they need to go? If so, please describe. No answer/Unsur Barriers and Opportunities 3. What are the barriers to using existing transportation services (fares too high, eligibility restrictions, capacity limitations etc)? No am-� Uns 69 C-2 Central Oregon Coordinated Humans Services Transportation Plan - Appendices 4. What cultural barriers most need addressing? What opportunities, if any, are being considered to address them? No answer/Uns 41% 5. What jurisdictional/turf/silo barriers most need addressing? What opportunities should be considered to address them? Combine school, health, over program cooperation 10% answ 'ermanent ding sources d allocation 6% C-3 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Priorities 6. What are your priorities for addressing gaps in transportation service? Fare and design' poverl stricken people and Vets No answer/Unsure route ision ity and tourism routes) 10% Which priorities are in need of funding and/or champions in order to be implemented? R and people th disabilities training 9% C-4 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Stakeholders What other stakeholder groups should be participating in the process? positions 10% Coordination Opportunities 9. Are there inefficiencies in the current system that would benefit from better coordination (i.e. duplicative services, administrative or operational functions etc)? Cooperation and duplicate service with medical/healt h 13% Wants C-5 Central Oregon Coordinated Humans Services Transportation Plan - Appendices ses to all be in `a No one place ��ME answer/Unsur � 10% egOther� 65% C-5 Central Oregon Coordinated Humans Services Transportation Plan - Appendices 10. What structure would work best for ongoing dialogue between the human and health services communities and public transportation providers? per: of contacts 8% 11. Would you be willing to serve on the Coordination Plan Regional Steering Committee? C-6 Central Oregon Coordinated Humans Services Transportation Plan - Appendices Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 - Fax (541) 385-3202 - https://www.deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of July 30, 2018 DATE: July 25, 2018 FROM: Judith Ure, Administrative Services, 541-330-4627 TITLE OF AGENDA ITEM: Statewide Transportation Improvement Fund Administration RECOMMENDATION & ACTION REQUESTED: Consider proposal from Central Oregon Intergovernmental Council (COIC) to administer Statewide Transportation Improvement Fund (STIF) grant process on behalf of Deschutes County. ATTENDANCE: Karen Friend, COIC Executive Director and Michelle Rhoads, COIC Transportation Manager SUMMARY: State legislation passed during the 2017 session created a new funding mechanism designed to expand public transportation service in Oregon communities. The resulting "Statewide Transportation Improvement Fund" (STIF) will provide $1,183,000 to qualified public transit service providers operating within Deschutes County in 2019. Rules governing how these funds may be distributed and administered were adopted by the Oregon Transportation Commission (OTC) and became effective July 1, 2018. STIF funding requests are scheduled to be accepted by ODOT in November 2018 and May 2019. The STIF program requires that a "qualified entity" receive and distribute these funds and, by definition, Deschutes County must serve in that role as no part of a transit district occurs within its boundaries. However, the specific responsibilities of forming an advisory committee, developing a project list and priorities, and administering the funds may be contracted to a third party agency. STIF requirements are more stringent and prescriptive than other sources of public transit funding that the County currently receives and may require more capacity than current County staffing can accommodate. Karen Friend, COIC Executive Director, and Michelle Rhoads, COIC Transportation Manager, will be present during the 7/30/2018 work session to provide an overview of the STIF program (see attached documents) and present a proposal for COIC to contract with the County to administer the grant process and funding on the County's behalf. I Improving , public transportation With the passage of House Bill 2017, Keep Oregon Moving, the Oregon Legislature made a significant investment in transportation to help advance the things that Oregonians value—a vibrant economy with good jobs, strong communities with high quality of life, a clean environment, and safe, healthy people. A centerpiece of Keep Oregon Moving is the Statewide Transportation Improvement Fund (STIF). This fund provides a new dedicated source of funding to expand public transportation service in Oregon communities. The Oregon Department of Transportation (ODOT) worked with a Rules Advisory Committee and accepted public input to develop rules to guide the use and implementation of STIF program areas. The Oregon Transportation Commission (OTC) approved the rules, which became effective July 1, 2018. Key elements of STIFgeneral rules These rules (t;h pte+ 772, 1)';visioi> >+C)) establish the procedures and requirements for the administration of the STIF Formula, Discretionary and Intercommunity Discretionary fund rules to improve public transportation service in Oregon. The content of Division 40 pertains to all three funds. Formula Fund Ninety percent (90%) of the STIF will be distributed to Qualified Entities based on taxes paid within their geographic area, with a minimum amount of $100,000 per year to each Qualified Entity. Discretionary Fund Five percent (S%) of the STIF will be awarded to eligible public transportation service providers based on a competitive grant process. Intercommunity Discretionary Fund Four percent (4%) of the STIF will be used to improve public transportation between two or more communities based on a competitive grant process. www.oregon.gov/ODOT/RPTD/Pages/STIF.aspx ic a O a O Y -C N v __ __._ -._ ..... �� __._ p lL N ___... > o o Z -° c E vvp rn a Oa1 :EE E3 a EN o"O m : :L p m I Z Ou OEc - _. o o y v v m Y O o U 'r- . oZ�EEvp £7yw-o v c. oa > m o a m u Z LL o a vrn O E j' E p •-C cy 3>= E C c c '0 N T p' 70 v > u v .� O. °i o p '' E 0 �° 0 0 cp 0 •pVi p o d v p •G N m r- m o E Q Z v V s u 3 rn DLL m m o o 9 o N 0 O u c IT .aO pE > uF oE p w p O O LL jc ` a vff ms v O CL a) f0 a)',T, 2 c va Lr- c o E v E 0 a v n E E`o a e > w -p -Q c >' .J V d 3 E v o 'o o a c c w° LL y _ o [-- -0 v>'O NUomp',.,-vF -� _ .. _ •�.. 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C a C C i T N .i0. -p U> m C -O v a wO 0 3 a) v N c -O c N N °->o .-c E-0 @E oNT�; ai v0" -.max) O v 6 - u C] p" � O a `p a V aO cm V-0 v-0 Z oa o° c ca c - 0o o co E 5 o oE�, o v) v E aclv v N p mo o 0 o u a@ a oa c v a 'm a V �0 0. Q C C an d C N_ G N a w E Q .0 ✓ci C m m@ `) m d`LL,ao. Yis orca , -om w rnm Y5 c Co . w;n Ov v a) 0 Q -0� � a 2 E 0 - am@+ Y u T 6 L V O C a V u - C O N m L in U a C aN G a y0 N N a) v m u w E E .c 'o t- a; E .c v v Y m w C U O a T C -o U 'N w O �' a' m V p NQ a E E m 6 u v d p) H E LL ra 3 +`' a c in d m „mm, G O o E 6 6 uj c a m a O c m Q .. o u o` ] U E .N a) Y� ,y m m .2 o ai m E p Y O- -o y E m m T E ^ c E ° s E v m i u° c° o a v o Q E o c m w ul a a Vi O i N p C m t0 ryCa vi c T E m a m �.> E 0 o v o E m o a a6 c a v c c o x c c a o� v o> v Q Q w a m Z d. c o m m m w m u d m m E v u -o rn x a projects' contents according to the criteria in the rule. The governing body will submit STIF Plans to ODOT. ODOT staff will review STIF Plans for completeness and refer each complete STIF Plan to the Public Transportation Advisory Committee (PTAC) for review. PTAC will decide whether to recommend STIF plans to the OTC. If PTAC decides it will not advance all or a portion of a STIF Plan, the Qualified Entity will have 30 days to complete revisions. The OTC will decide whether to accept or deny PTAC's recommended STIF Plans. A schedule and flow chart for this decision-making process is located on page 2 of this fact sheet. Other Formula Fund rules In addition to the key elements described above, Division 42 includes rules about the Formula Fund cycle, reporting requirements, and capital asset requirements. Key elements of Intercommunity Fund and Discretionary Fund rL1le Purposes These rules (Chapter 732, Division 44) establish the procedures and requirements necessary for the administration of the Discretionary Fund and Intercommunity Discretionary Fund. The purpose of the Discretionary Fund is to provide a flexible funding source to improve public transportation in Oregon. All project types are eligible for funding, except ongoing operations. The Intercommunity Discretionary Fund is for improving connections between communities and other key destinations important for a connected statewide transit network. Projects eligible to receive grants under the Intercommunity Discretionary Fund include but are not limited to: capital projects such as vehicles, facilities, equipment and technology as well as mobility management, planning, research and operations. As a competitive funding source, ongoing operations projects are subject to risk of not receiving continuous funding. Public transportation service providers may apply to ODOT directly for these funds. Match Discretionary Fund applicants are required to demonstrate the ability to provide a match of at least 20 percent of the total project's cost. There are a few exceptions that merit a 10 percent match, such as if the project will predominantly serve or provide access to and from rural communities. Rural communities for this purpose are described as communities outside of urban areas with populations of 50,000 or less. Details on match requirements can be found in the rule. Advisory Committee review ODOT will provide a copy of the application to the Qualified Entity associated with the application, as appropriate. Qualified Entity Advisory Committees shall provide a written recommendation to the Qualified Entity's governing body stating whether the OTC should award funding. Committees have the option of submitting a prioritized list of projects. Each Qualified Entity shall submit the recommendation of its advisory committee to ODOT. Project selection The rules include a list of OTC investment priorities. The OTC may refine its investment priorities with input from PTAC. PTAC will make a funding recommendation to the OTC considering input from Qualified Entity Advisory Committees and Area Commissions on Transportation. OTC will determine whether to accept or reject grant applications for discretionary funding. Other funding rules In addition to the key elements described above, the Discretionary Fund rules address the solicitation and application submission periods, application requirements, recipient qualifications, grant agreement contents, reporting requirements, withholding or repaying of funds, and capital asset requirements. For more information about STIF, please reach STIF Project Manager Karyn Criswell by phone at 503-856-6172 or via email at Karyn.C.CRISWELL@odot.state.or.us Find additional information about STIF and sign up for email updates at: http://www.oregon.gov/ODOT/ RPTD/Pages/STIF.aspx Updated: 7/11/2018 roQregon t)epartment f Transportation Statewide Transportation Improvement Fund Formula Fund Sub -Allocation Guidance, duly 11, 2018 This Statewide Transportation Improvement Fund (STIF) Formula Fund guidance is draft; pending Oregon Transportation Commission approval of the proposed Oregon Administrative Rules (OARS). Proposed Formula Fund OAR 732-042-0010(3) would require ODOT to estimate Formula Fund disbursements for each Qualified Entity (QE). QEs are required to work collaboratively with Public Transportation Service Providers (PTSP'S) and other potential sub -recipients to develop a method for sub-allocatinF, STIF Formula Fund moneys to PTSPs. To the extent possible, using the best available data, the sub -allocation method used by QEs must be proportionate to the amount of employee payroll tax revenue generated within the geographic territory of each PTSP. The QE's sub -allocation estimate shall be a starting point for the QE's STIF Plan and funding prioritization process. The sub -allocation is not an entitlement to the PTSP and decision criteria may affect the prioritization of projects. Because QEs that are Mass Transit Districts or Public Transportation Districts are responsible for distribution of Formula Funds outside of their district boundaries but within the reminder of the county or counties, ODOT's QE allocation estimate includes in -district and out -of -district revenue estimates by county. Potential best available data sources: Payroll data for cities can be attained by contacting an Oregon Employment Department (OED) regional economist in your area. The list of local economists is available on the Contact Us tab at Qua I ityl nfo.org. • If OED is unable to fulfill the data request, QEs and PTSPs may consider using population data, recognizing that population does not necessarily mirror employee payroll generation: o Portland State University publishes annual population estimates for cities and towns here: https://www.pdx.edu/prc/population-reports-estimates o The U.S. Census Bureau reports population data at a variety of geographic levels available through the American FactFinder located here: https://factfinder.census.gov/faces/nav/jsf/pages/index.xhtml This list is not exhaustive and questions about other proposed data sources should be directed to Andrew O'Keefe, Fiscal Coordinator, ODOT Rail and Transit Division, by phone at 503-986-3267 or by email at And rew.S.OKeefe@a odot.state.or.us. 7crOregon Department of Transportation introduction Statewide Transportation Improvement Fund Formula Fund Allocation Estimates, DRAFT, April 11, 2018 The Statewide Transportation Improvement Fund (STIF) employee payroll tax of one-tenth of one percent will fund public transportation improvements in Oregon. The new tax, which goes into effect on July 1, 2018, will be imposed on Oregon residents and residents of other states that work in Oregon. Ninety (90) percent of the revenue from this tax will be distributed by formula to Qualified Entities (QEs), who are required to coordinate with Public Transportation Service Providers (PTSPs) in their area of responsibility to develop a sub -allocation method and estimates as a starting point for local decision- making. This planning level forecast provides a revenue estimate to assist QEs with developing STIF Plans. Estimate Assumptions The forecast is conservative because the tax is new and we lack historical data to predict future revenues. The level of taxpayer compliance is also uncertain. ODOT will only distribute the revenue it receives, which may be more or less than this estimate, up to the QEs-approved STIF Plan funding limit. The table on page 2 summarizes the estimated Formula Fund revenues available to each QE based on the date of distribution by fiscal year. The estimate for Fiscal Year 2019 (July 1, 2018 -June 30, 2019) includes two quarters of revenue. Updated estimates for the Formula, Discretionary and Intercommunity Discretionary funds for FY 2019 (two quarters) through FY2021 are summarized in the table below. Estimated Payroll Distribution Q3 Q4 of FY 2019 -FY 2021 .' Formula Fund $194.5 M Discretionary Fund $10.8 M Intercommunity Discretionary Fund $8.6 M Distributions will occur quarterly, contingent on Oregon Transportation Commission approval of the QE's service improvement plan (STIF Plan). This estimate will be updated annually with the state revenue forecast. Estimate Calculation Method • Gross revenue is multiplied by projected tax payer compliance rate, assumed to begin at 75% and improve each quarter • Department of Revenue collection and administration costs are deducted from the gross revenue • The result is multiplied by 90% to determine the projected Formula Fund net total • !Vote that the remaining 10% is dedicated to the Discretionary Fund (5%), Intercommunity Discretionary Fund (4%), and the Technical Resource Center (1%), which also funds ODOT administration of STIF Program • The projected net total is multiplied by the QE payroll shares resulting in QE revenue estimates • QE payroll shares are calculated using the most current annual payroll data from Oregon Employment Department, with adjustments to ensure each QE receives the minimum annual allocation of $100,000 See page 2 for table with Estimated Revenue Available for Distribution to each QE by Fiscal Year. Page 1 of 2 See page I for Estimate Assumptions and Estimate Calculation Method. Qualified Entity (QE) FY 2019 FY 2020 FY 2021 Baker Count $ 68,000 $ 154,000 $ 176,009_ Basin Transit Service District w/ out of district - 784,000 -646,000 In d . 1 . s t , ri . ct .... ......... .... . 251,000 571,000 ut of district $ 54,000 $ 122,000 $ 139,000 Benton County $ 674,000 $ 1,531,000 $ Bums Paiute Tribe $ 50,000 $ 100,000 ... . ...... - $ 100,000 Columbia County $ 149,000 $ 337,000 $ 381,000 Confederated Tribes of Coos, Lower Umpqua and Siuslaw ......... . ..... . $ 50,000 .. ... . ............ $ - - 100,000 . - , - - ...... .. ... $ 100,000 . .. .... - Confederated Tribes of Grand Ronde Community of Oregon $ 50,000 $ 100,000 $ 100.000 6onf-ed-era-ied-T-d-be,s-,o`f S-iietz- Indians 50,000 100,000 $ 100,000 -.1---l-I . .. ....... . Confederated Tribes of the Umatilla Indian Reservation 50,000 $ 100,000 $ 100,000 Confederated Tribes of Warm S $ 50,000. $ 100,000 $ 100,000 Coos Count $ 304,000 $ 689,000 $ 780,000 Coquille Indian Tribe $ 50,000 $ 100,000 $ 100,000 Cow Creek Band of Umpqua Tribe of Indians $ 50,000 $ -$' 109 09,0- '$---- ....1-00-,.00-0, Crook . Count -Y- 166,600 225,000 $ 254,000 Curry County $ 79,000 $178,1000 .. .. .... ... $ 202,000 Deschutes County$ 1,183,000 $ 2,685,000 $ 3,037,000 Douglas,. County '000 $ 1,361,000 Gilliam County $ 50,000 $ 100,000. $ .10.0,010.0, Gran' County Transportation District $ 50,000 $ 100,000 $ 100,000 Hamg County nty_ -.- __ _ 50,000 $ 100,000 - $ 100, 000 Hood Rker County Transportation District $ 179,000 $ 404,000 $ 458,000 '$ Jefferson 88,000 $ 200,000 $ 226,000 Josephine County S 332,000 S 756,000 $ 853,000 Klamath Tribes $ 50,000 $ 100,000 $ 100,000 Lake County $ 50000 $ 100,000 $ 100,000 Lane Transit District w/out of district $ 2,297,000 $ 5,216,000 $ 5,899,000 In district 2,179,000 $ 4,947,000, $ 5.595,ODD„ Out of district $ 118,000 $ 268,000 $ 303,000 -1.111- ....... .... .. . Lincoln County S 232,000 527,000 $ 596,000 Linn County, $ 664,000 $ 1,508,000 $ 1.705,000 Malheur County 153,000 $ 358,000 .......... $ 405,000 Morrow County 21.21.,0010 - Rogue Valley Transportation District wl out of district $ 1,255,000 $ 2,850,000 $ 3.223,000 In district $ 1,145,000 $ 2,599,000 $ 2,939,000 Out of district $ 110,000 $ 251,000 $ 283,000 Salem Xnea,Ma-ss 'Transit'Distric"t w'l out di'st'rict 6,219,000 $ 7 035,000 : In district $ 1,962,000_ $ 4,455,000 5t039,000 Out of Marion County 581,000 $ 1,319,000 $ 1,491,000 Out of district Polk- County 000 446 000 $ 505 '000 S he"m ia-n C,-,Oun,-t,- Y� $ 50,000 ----- ---- ----- $ 100,000 $ 100,000 .. . ---- -- , Sunset EmpireTransportation District -k, , I I - - - - - I I I I " $ 236,000 -126 1 1 1, 1, 1 $ - , 535,000 ' $ 606,000 District Transportation il't I-ia in o o County 0 0 0 $ 287 ,000 325,000 Tn County Metropolitan Transportation District wl out of district $ 19,653,000 $ 44,622,000 $ 50,4682000 In $ 18,793,000 -- $ 42,670,000 $ 48 261,000 _ Out of district Clackamas County 649,000 $ 1,474,000 $ 1 668,000 Out of district Multnomah County $ 19,000 $ 44,000 $ 51,000 Out of dis, t rict Washington County $ 191,000 $ 433,000 $ 490,000 Umatilla County $ 412,000 $ 935,000 $ 1,059,000 Union County 132,000.,$ 300 000 $ 339, 000 - Wallowa County $ 50,000 $ 100,000 $ 100,000 ,.. Wasco County . ...... $ 149,000 11 1 1 1 $ 340,000 $ 385,000 WheelerCounty.......... 5 0, 0 0 0 1-60 "000 . . ..... . .. ....... $ 100,000 ,Yamhill County 1$ 496,000 $ 1,127,000 $ 1,275,000 ITotal Statewide 1$ 33,438,000 $ 75,700,000 $ 85,414,000 FY 2019 (July 1, 2018 -June 30, 2019) includes two quarters of revenue. District totals may not add up due to rounding. Oregon Department of Transportation Page 2 of 2 STIF Formula Fund Allocation Estimate REV DRAFT, April 13, 2018 Oregon Department of Transportation Statewide Transportation Improvement Fund Rules Approved by the Oregon Transportation Commission on June 22, 2018 Effective Date: July 1, 2018 Chapter 732, Division 040 Statewide Transportation improvement Fund General Information 732-040-0000 Purpose of Rule The rules in Chapter 732, Divisions 040, 042, and 044 establish the procedures and requirements for the administration of the Statewide Transportation Improvement Fund (STIF) to improve public transportation service in Oregon. Stat, Auth.: ORS 184.758(1)(b), ORS 184.761 Stats. Implemented: ORS 184.751, ORS 184.758, ORS 184.761, ORS 184,766, Or Laws 2017, ch 750, § 122q, § 122r 732-040-0005 Definitions The following definitions apply to rules in Chapter 732, Divisions 040, 042, and 044: (1) "Advisory Committee" means either a committee formed by a Qualified Entity to assist the Qualified Entity in carrying out the purposes of the STIF Formula Fund and the Advisory Committee requirements specified in ORS 184.761(1) or a joint committee formed by two or more Qualified Entities for the same purposes, pursuant to ORS 184.761(5). (2) "Agency" means Oregon Department of Transportation ("ODOT"). (3) "Americans with Disabilities Act" ("ADA") means section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990 as amended by the ADA Amendments Act of 2008. (4) "Area Commission on Transportation" ("ACT") means an advisory body chartered under the authority of the Commission, and subject to the Commission's oversight and final decision-making authority. (5) "Area of Responsibility" means the geographic area for which each Qualified Entity is responsible to provide STIF Formula Fund moneys, (a) For a Qualified Entity.that is a county, the Area of Responsibility is the geographic area within the county's jurisdictional boundaries. ` (b) For a Qualified Entity that is a Mass Transit or Transportation District that shares continuous jurisdictional boundaries with a county, the Area of Responsibility is the geographic area within the District's jurisdictional boundaries. (c) For a Qualified Entity that is a Mass Transit or Transportation District that does not share continuous jurisdictional boundaries with a county, the Area of Responsibility is the geographic June 22, 2018 Page 1 of 33 area within the jurisdictional boundaries of the county or counties in which any part of the District is located. (d) For a Qualified Entity that is an Indian Tribe, the Area of Responsibility is the geographic area on which the Indian Tribe's Tribal Enterprises are located. ___.(hJ titenri.I.11nl....�p(U7:a.l, 231r;.I1ltld .)..CT}.t~xt1LS a_ WV-yedl �rei:,It1U Vv.1 U nl il IIS 11U111 'Ul.y U�_dtt uuu-tlialllucicu year to June 30 of the next odd -numbered year. (7) "Calendar Year' means the year which begins on January 1 and ends on December 31. (8) "Capital Asset" means real property or tangible items purchased or leased with STIF moneys, including without limitation vehicles and structures, with a purchase price of $5,000 or more and a useful life of at least one year. (9) "Commission" means the Oregon Transportation Commission ("OTC") established under ORS 184.612. (10)"Coordinate" ("Coordination") means meet and develop sub -allocation methods, plans, programs, and schedules with other Public Transportation Service Providers and non-profit public transportation service providers with the intent of developing efficient and seamless public transportation services and reducing gaps in service. (11)"Discretionary Fund" means up to five percent of STIF funds to be disbursed to Public Transportation Service Providers, which includes Qualified Entities, through a competitive grant funding process, pursuant to ORS 184.758(1)(b). (12)"Fiscal Year" means the Agency's fiscal year which begins on July 1 and ends on June 30. (13)"Governing Body" means the decision-making body or board of a Qualified Entity. (14)"Indian Tribe" means a federally recognized Indian Tribe in Oregon that has members residing on a reservation or in tribal trust lands in Oregon. (15)" intercommunity Discretionary Fund" means up to four percent of STIF funds to be disbursed to Public Transportation Providers through a competitive grant funding process, pursuant to ORS 184.758(1)(c), (16)"Intergovernmental Entity" means entities organized under ORS 190.010. (17) "Low -Income Household" means a household the total income of which does not exceed 200% of the poverty guidelines updated periodically in the Federal Register by the U.S. Department of Health and Human Services under the authority of 42 U.S.C. 9902(2) for the 48 Contiguous States and the District of Columbia, (18)"Local Plan" means a local or regional public transportation plan(s), which may include adopted policy(ies) that is developed and approved by the Governing Body of a Qualified Entity, Public Transportation Service Provider, or Metropolitan Planning Organization and which includes, at a minimum: (a) A planning horizon of at least four years; (b) An existing and future conditions analysis that includes: (A) Current and forecast population and demographics, including locations of people who are often transit dependent, including low-income households, individuals of age 65 or older, youth, and individuals who are racially and ethnically diverse; June 22, 2018 Page 2 of 33 (B) Locations of existing housing, employment centers, medical and social and human services centers, major destinations, and other locations with needs for public transportation services and programs; (C) Inventories of current Public Transportation Services located within, adjacent to, or with the reasonable potential to connect to the local or regional public transportation services, as applicable; (c) Prioritized lists of public transportation improvements and capital projects; and (d) Identified opportunities to Coordinate public transportation services within and outside the county, district, or tribal area and with other agencies and areas to improve efficiency and effectiveness of service and reduce gaps in service. (e) Local Plans include, but are not limited to: Coordinated Public Transit Human Services Transportation Plans, Transportation System Plans, Transit Development Plans, and Transit Master Plans. (19)"Mass Transit District" means a district organized under QRS 267.010 to 267.390. (20)"Practicable" means Public Transportation Services within the Qualified Entity's area of responsibility that can feasibly and efficiently be used by students in grades 9 through 12 in order to commute to or from school. (21)"Project" means a public transportation improvement activity or group of activities eligible for STIF moneys and a plan or proposal for which is included in a STIF Plan or in a grant application to a Qualified Entity or the Agency. Examples of project types include, but are not limited to: discrete activities, such as purchasing transit vehicles, planning, or operations; and groups of activities for a particular geographic area or new service, such as a new route that includes purchase of a transit vehicle, and maintenance and operations on the new route. (22)"Public Corporation" means an independent legal entity that was formed by legislative action, serves a public purpose, and is under exclusive public management or control. (23)"Public Transportation Advisory Committee" ("PTAC") means the ODOT Public Transportation Advisory Committee established by the Commission in 2000. (24)"Public Transportation Service Provider" means a Qualified Entity or a city, county, Special District, Intergovernmental Entity or any other political subdivision or municipal or Public Corporation that provides Public Transportation Services. (25)"Public Transportation Services" means any form of passenger transportation by car, bus, or other conveyance, either publicly or privately owned, which provides service to the general public (not including charter, sightseeing, or exclusive school bus service) on a regular and continuing basis. Such transportation may be for purposes such as health care, shopping, education, employment, public services, personal business, or recreation. (26)"Qualified Entity" means, a county in which no part of a Mass Transit District or Transportation District exists, a Mass Transit District, a Transportation District or an Indian Tribe, (27)"Recipient" means a Qualified Entity or Public Transportation Service Provider that has a STIF Plan approved by the Commission or enters into an agreement directly with the Agency to receive STIF funds. June 22, 2018 Page 3 of 33 (28)"Satisfactory Continuing Control" means the legal assurance that a Capital Asset will remain available to be used for its originally authorized purpose throughout its useful life or until disposition. (29)"Special District" means a service district organized under ORS 451.010(1)(h). -I !F Fo-rmUla_f--I. nrc. .i'i7.eans_ury,To 9.0 per.Cent_or t ne Sia-tevvibe- i rans.poj--vau Un irrlpro.vetnen4 f urids to be disbursed to Qualified Entities conditioned upon the Commission's approval of a STIF Plan, pursuant to ORS 184.758(1)(a). (31)"STIF" or "Statewide Transportation Improvement Fund" means the fund established under ORS 184.751. (32)"STIF Plan" means a public transportation improvement plan that is approved by a Governing Body and submitted to the Agency for review and approval by the Commission in order for the Qualified Entity to receive a share of the STIF Formula Fund. (33)"Statewide Transit Network" means the collection of all transit service that operates in Oregon. (34)"Sub-Recipient" means any entity that has entered into an agreement with a Recipient in order to complete one or more tasks specified in the agreement between the Agency and the Recipient. (35)"These Rules" means OAR Chapter 732 Divisions 040, 042, and 044. (36)"Transportation District" means a district organized under ORS 267.510 to 267.650. (37)"Tribal Enterprise" means a commercial activity or business managed or controlled by an Indian Tribe. Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3), ORS 184.758(6), ORS 184.761 Stats. Implemented: ORS 184.751, ORS 184.752, ORS 184.758, ORS 184.761, ORS 184.766 732-040-0010 Purpose and Use of STIF (1) Moneys in the STIF are continuously appropriated to the Agency to finance investments and improvements in public transportation services, except that the moneys may not be used for light rail capital expenses, but may be used for light rail operations expenses. (2) STIF moneys may be used for public transportation purposes that support the effective planning, deployment, operation, and administration STIF-funded public transportation programs, including, but not limited to: (a) Creation of new systems and services with origins, destinations or stops in Oregon; (b) Maintenance or continuation of systems and services; and (c) Planning for and development of a Local Plan or future STIF Plan to improve Public Transportation Service. (3) STIF moneys may be used as the local match for state and federal funds which also provide Public Transportation Service. (4) The Agency shall conduct activities necessary to manage the STIF funds and grants, including but not limited to: development of policy; distribution of funds; developing and implementing application and review processes and agreement and protest procedures; conducting program oversight, statewide planning, research, training, and technical assistance; and reporting to the legislature. June 22, 2018 Page 4 of 33 (5) On or before February 1, 2020, the Commission shall submit a report in the manner provided by ORS 192.245 to the Joint Committee on Transportation established under ORS 171.585(1) on the implementation and outcomes of the STIF. The Agency shall prepare reports for the purposes of: (a) Ensuring that STIF moneys are being used for the purpose of funding and improving Public Transportation Services in Oregon consistent with law, these rules, and the terms of agreements; (b) Measuring the outcomes of the STIF; and (c) Reporting to the Oregon State Legislature. Stat. Auth.: ORS 184,758(1)(b), ORS 184.758(3), ORS 184.761 Stats. Implemented: ORS 184.751, ORS 184.758, ORS 184.761, ORS 184.766 732-040-0015 Audit and Compliance Review Requirements (1) Recipients shall conduct an annual financial audit of the STIF moneys received, (2) All financial audit reports shall be submitted to the Agency no later than 30 days after the receipt of the auditor's final report(s). (3) Recipients shall be subject to periodic on-site compliance reviews by the Agency. The purpose of the compliance site review is to ensure that Recipients have appropriate, adequate internal controls and management procedures to meet the terms and conditions of agreements governing the disbursement of STIF moneys. Compliance reviews may cover the following topics, as applicable: program management; financial management; operations management, procurement, use and maintenance of equipment; records retention; compliance with state and federal civil rights laws; and compliance with the ADA. (4) Recipients shall permit the Agency, the Secretary of State of the State of Oregon, or their authorized representatives, upon reasonable notice, access to all data and records relating to STIF moneys received or disbursed and to inspect the STIF Plans and Projects financed with STIF moneys including, but not limited to, the financial records, physical premises and Capital Assets used to deliver public transportation services, (5) Recipients shall ensure that their agreements or contracts with Sub -Recipients or vendors include provisions which permit the Agency, the Secretary of State of Oregon, or their authorized representative, access to data and records held by the Sub -Recipient or vendor as described in section (4) of this rule. Stat. Auth.: ORS 184.758(3)(e) Stats. Implemented: ORS 184.758 732-040-0020 Accounting Requirements (1) The Agency shall account separately for moneys in the STIF Formula Fund, Discretionary Fund, and Intercommunity Discretionary Fund. June 22, 2018 Page 5 of 33 (2) Recipients shall manage STIF moneys in separate governmental accounts for each of the applicable STIF funds: STIF Formula Fund, STIF Discretionary Fund, and STIF Intercommunity Discretionary Fund. Any interest accrued must be added to the moneys and must be reported to the Agency at the end of the Fiscal Year in which it was earned. _(.3) Recipients -shaII- document -.the-expendltu-re_otall .St -it tu.n.as_d.isiJ_ursed.Dy_th.P--Agen.cy_, Ko.c.i.pl.ents.s.i.aii create and maintain all expenditure records in accordance with generally accepted accounting principles and in sufficient detail to permit the Agency to verify how the STIF funds were expended. (4) Record Retention: (a) Recipients shall maintain all financial records for at least six years after the Agency's final disbursement under the STIF Plan or grant agreement; and (b) Recipients shall maintain all records relating to Capital Assets for three years after disposition. Stat. Auth.: ORS 184.758(3)(e) Stats, Implemented: ORS 184.758 732-040-0025 Qualified Entity Reporting Requirements In addition to any other reporting required by these rules, Qualified Entities that receive STIF moneys shall submit the following documentation to the Agency: (1) A report on any actions taken by any Public Transportation Service Provider located within the area of the Qualified Entity to mitigate the impact of the STIF tax on passengers who reside in low-income communities. The report must explain how it defines and identifies passengers in low-income communities. This report must be submitted no later than 60 days after the end of each Fiscal Year in which the Qualified Entity receives STIF moneys. (2) The Qualified Entity's adopted annual budget for the upcoming Fiscal Year must be submitted no later than 30 days after adoption. (3) The results of any relevant financial audits of the Qualified Entity or any Public Transportation Service Provider located within the area of the Qualified Entity, as required by a local, state or federal oversight agency for the purposes of statewide reporting including, but not limited to: (a) The state financial report required under ORS 291.040; (b) The results of any comprehensive review completed by the Federal Transit Administration or the Agency; and (c) Any information submitted by the Qualified Entity as part of the requirements of a statewide audit in accordance with the federal Single Audit Act of 1984 (31 U.S.C. 7501 to 7507), as amended by the Single Audit Act Amendments of 1996 (P.L. 104-156). (4) Results of audits described in section (3) of this rule must be submitted to the Agency no later than 30 days after receipt of the final results. A copy of information submitted under section (3)(c) of this rule must be sent to the Agency no later than 30 days after submittal to the requesting agency. (5) The Agency may withhold future distributions of STIF moneys from a Qualified Entity which fails to submit an annual report required under rule. June 22, 2018 Page 6 of 33 (6) A Qualified Entity may appeal the Agency's decision to withhold STIF Formula Fund moneys as described in OAR 732-040-0050. Stat. Auth.: ORS 184.758(3)(e) Stats. Implemented: ORS 184.766 732-040-0030 Advisory Committees (1) The Governing Body of each Qualified Entity shall appoint an Advisory Committee for the purpose of advising and assisting the Qualified Entity in carrying out the purposes of the STIF and prioritizing Projects to be funded by STIF moneys received by the Qualified Entity. (2) Two or more Governing Bodies may appoint a joint Advisory Committee for the purpose of advising and assisting their respective Qualified Entities in carrying out the purposes of the STIF for the Qualified Entities' areas of responsibility. (a) When the Governing Boards of two or more Qualified Entities appoint a joint Advisory Committee, they shall designate their respective roles and responsibilities pertaining to the management of the joint Advisory Committee in a written agreement pursuant to ORS chapter 190. At a minimum, the written agreement must specifically identify haw the Qualified Entities' obligations under section (4) of this rule will be allocated between or among the participating Qualified Entities and must describe the selection and appointment processes for joint Advisory Committee members, consistent with OAR 732-040-0035. (b) The Qualified Entities shall send a copy of the executed agreement to the Agency within 30 days of execution. (c) The joint Advisory Committee agreement may be included as part of the agreement required to fulfill the requirements of OAR 732-040-0040, if applicable; however, Qualified Entities may form a joint Advisory Committee without agreeing to jointly manage STIF moneys. (d) Each Qualified Entity that is party to a joint Advisory Committee agreement remains independently responsible to submit its own STIF Plan pursuant to OAR 732-042-0015 and these rules, (3) An Advisory Committee may also advise the Qualified Entity regarding the opportunities to Coordinate STIF funded Projects with other local or regional transportation programs and services to improve transportation service delivery and reduce gaps in service. (4) The Qualified Entity shall ensure that: (a) The Advisory Committee is guided by written bylaws that include, at a minimum: the Committee's name and purpose; the number of Committee members; Committee membership criteria; the appointment process; the terms of office for the committee members; the Committee's meeting schedule; and Committee procedures and member duties, including procedures to provide public notice of meetings, to foster public engagement, and to comply with Oregon public meeting and public records laws; and the Committee's process to review Public Transportation Service Provider proposals for Projects funded in whole or part by the STIF Formula Fund, the STIF Discretionary Fund and the Intercommunity Discretionary Fund, and the decision-making criteria identified in these rules. The bylaws must include a definition of "high June 22, 2018 Page 7 of 33 percentage of Low -Income Households" for the Committee's use in evaluating proposed Projects. The Qualified Entity shall prepare the written bylaws described in this section and set the terms of office for the Advisory Committee members, The Qualified Entity may seek input on the bylaws from the Advisory Committee. (b)-Lopi.es-ot- Advisory I_omm.i.ttee.Dylaws,meetfng.m.in.utes_and.me.eungnozi.ces.are_p_uoiisn.eca. by the Qualified Entity and made available for public review in a reasonable and timely manner and are maintained for six years, (c) The Agency is notified of changes in the Advisory Committee membership when the Qualified Entity submits its STIF Plan or grant application. (5) A Qualified Entity may use another standing advisory committee or combine committees to meet the requirements of these rules as long as that committee also meets all of the committee requirements contained herein, (6) The Qualified Entity shall appoint an Advisory Committee composed of members that represent diverse interests, perspectives, geography, and the population demographics of the area, as described in OAR 732-040-0035. (7) In addition to any other duties, the Advisory Committee may also propose any changes to the policies or practices of the Governing Body of the Qualified Entity that the Advisory Committee considers necessary to ensure that: (a) A Public Transportation Service Provider that has received STIF funds has applied the moneys received in accordance with and for the purposes described in the Project proposal; and (b) A Project proposal submitted by a Public Transportation Service Provider does not fragment the provision of public transportation services, Stat. Auth.: ORS 184.758(3)(c), ORS 184.758(3)(e), ORS 184.761(4), ORS 184,761(5) Stats. Implemented: ORS 184.758(4), ORS 184.761 732-040-0035 Advisory Committee Composition (1) If the Qualified Entity is an Indian Tribe, then the Advisory Committee must be composed of at least three members, each of whom must be able to represent the public transportation needs of individuals served by the Indian Tribe. The Governing Body may authorize a larger Advisory Committee. (2) if the Qualified Entity is a Transportation District or county, then the Advisory Committee must be composed of at least five members, The Governing Body may authorize a larger Advisory Committee. (3) If the Qualified Entity is a Mass Transit District, then the Advisory Committee must be composed of at least seven members. The Governing Body may authorize a larger Advisory Committee. (4) If the Advisory Committee is a joint Advisory Committee formed by two or more Qualified Entities, then the minimum number of Advisory Committee members will be determined based on the types of Qualified Entities participating in the joint Advisory Committee. The minimum number of members of the joint Advisory Committee must be equal to the highest minimum number that would be required for each type of Qualified Entity participating in the joint Advisory Committee. June 22, 2018 Page 8 of 33 (5) To be qualified to serve on the Advisory Committee for a Qualified Entity that is a Transportation or Mass Transit District or county, or on a joint Advisory Committee in which a Transportation or Mass Transit District or county participates, an individual must: (a) Be knowledgeable about the public transportation needs of residents or employees located within or traveling to and or from the Transportation or Mass Transit District or county; and (b) Be a person who is a member of or represents one or more of the following: (A) local governments, including land use planners; (B) Public Transportation Service Providers; (C) non-profit entities which provide public transportation services; (D) neighboring Public Transportation Service Providers; (E) employers; (F) public health, social and human service providers; (G) transit users; (H) transit users who depend on transit for accomplishing daily activities; (1) individuals age 65 or older; (1) people with disabilities; (K) low-income individuals; (L) social equity advocates; (M) environmental advocates; (N) bicycle and pedestrian advocates; (0) people with limited English proficiency; (P) educational institutions; or, (Q) major destinations for users of public transit. (6) Notwithstanding other provisions of this rule, if a Qualified Entity is a Mass Transit District, a Transportation District or a county, then its Advisory Committee, or the joint Advisory Committee in which it participates, must include at least one member who is a member of or represents each of the following three groups: (a) low-income individuals; (b) individuals age 65 or older or people with disabilities; and (c) Public Transportation Service Providers or non-profit entities which provide public transportation services. (7) A Qualified Entity that is a Mass Transit District or a Transportation District shall include Advisory Committee members from the district's area of responsibility, both within and outside district boundaries. If a Mass Transit District or a Transportation District is party to a joint Advisory Committee agreement, the joint Advisory Committee must also include at least one member from outside the district's boundary but within the district's area of responsibility. Stat. Auth.: ORS 184.761(4)(a), ORS 184.761(5) Stats. Implemented: ORS 184.761 732-040-0040 Qualified Entity Management and Joint Management of STIF Funds June 22, 2018 Page 9 of 33 (1) Two or more Qualified Entities may jointly manage the STIF moneys disbursed to them. The Qualified Entities shall enter into a written agreement pursuant to ORS chapter 190, (2) When two or more Qualified Entities jointly manage their STIF Formula Fund moneys, they shall designate their respective roles and responsibilities in the written agreement and shall send a copy of -the-executed-agreement to the Agency .-wAthi.n.--40 days -ot-execution. (3) Qualified Entities intending to jointly manager STIF moneys under this rule may, but are not required to, establish a joint Advisory Committee as described in OAR 732-040-0030(2). Stat. Auth.: ORS 184.758(3)(e) Stats, Implemented: ORS 184.758(6) 732-040-0045 Withholding Funds (1) The Agency may withhold payment of STIF moneys to a Recipient if; (a) The Recipient or its Sub -Recipient is not using STIF funds in accordance with applicable laws, these rules or the terms of the STIF Plan or agreement under which the funds were distributed; (b) The Recipient or its Sub -Recipient has not submitted required reporting; (c) The Agency determines that there is any unresolved audit finding relating to the accounting for STIF moneys; or (d) The Agency determines that there is any unresolved compliance review finding relating to the use of STIF moneys. (2) If an audit or a review of a Recipient or its Sub -Recipient's implementation of an agreement under which STIF moneys were distributed determines that the Recipient or its Sub -Recipient used STIF moneys inconsistently with the agreement, the Agency may withhold future STIF funding. (3) A Qualified Entity may appeal the Agency's decision to withhold STIF Formula Fund moneys as described in OAR 732-040-0050, Stat. Auth.: ORS 184.758(3)(a), ORS 184.758(3)(b), ORS 184.758(3)(e) Stats. Implemented: ORS 184.758, ORS 184.766 732-040-0050 Appeal procedures (1) Appeals are allowed only in the following instances: (a) A Qualified Entity may appeal the Commission's rejection of its STIF Plan. (b) A Qualified Entity may appeal the Agency's decision to withhold STIF Formula Fund moneys. (c) A Qualified Entity may appeal the Agency's decision to tale action with respect to a Capital Asset as described in OAR 732-042-00405(10). (2) Appeals must be filed in writing within 15 days of the date the notice of appealable action was emailed by the Agency. A Qualified Entity that fails to file timely shall be deemed to have waived its appeal rights. Appeals must be addressed to the Commission and a copy must be sent to the Agency's STIF Administrator. June 22, 2018 Page 10 of 33 (3) Appeals must identify the appellant, the appellant's designated contact person, and the decision under appeal. In addition, appeals must include the following information: (a) For appeal of a Commission decision, the requested remedy and any arguments why the decision should be reconsidered. (b) For appeal of an Agency decision, the requested remedy, any arguments pertaining to the appeal and any other material the appellant considers relevant to the appeal. (4) Upon review or reconsideration, the Commission may make a decision to grant the requested remedy, deny the appeal, or, in the case of Agency decisions under appeal, remand the decision to the Agency with instructions to reconsider. (5) The Commission shall review the appeal and make its decision within 90 days of receipt. Stat. Auth.: ORS 184.758(3)(d), ORS 184.758(3)(e) Stats, Implemented: ORS 184.758 June 22, 2018 Page 11 of 33 Chapter 732, Division 042 STIF FORMULA FUND Purpose This rule establishes procedures and requirements necessary for the administration of the Statewide Transportation improvement Fund (STIF) Formula Fund, pursuant to ORS 184.758(1)(a), The STIF Formula Fund is intended to improve public transportation services for current and potential future Oregon transit users by distributing moneys to Qualified Entities. Stat. Auth.: ORS 184.758(3)(c), QRS 184.758(3)(d), ORS 184.758(3)e) Stats. Implemented: ORS 184.751(1), ORS 184.758(1)(a), ORS 184.758(6) 732-042-0005 STIF Formula Fund Cycle (1) The STIF Formula Fund cycle will be structured around a Biennium, with key dates and exceptions identified in these rules. (2) After the first disbursement of STIF moneys following the enactment of Oregon Laws 2017, chapter 750, the Agency shall make disbursements quarterly beginning at the beginning of the first quarter of each Biennium, subject to the provisions of OAR 732-042-0010. (3) No later than December 31 of each year, the Agency shall provide written notice to each Qualified Entity of the estimated allocation of STIF Formula Fund moneys for which it is eligible in the coming calendar year. (4) Six months prior to the beginning of a Biennium, Qualified Entities shall submit their STIF Plans to the Agency. (5) Qualified Entities may prepare their STIF Plans for a period of one or two Biennia. The Commission may approve a STIF Plan for one or two Biennia, (6) The Commission shall decide to accept or reject STIF Plans no later than July 1 of the coming Biennium. (7) The Agency shall email notice of the Commission's decision to affected Qualified Entities within seven days of the issuance of the Commission's decision. A Qualified Entity may appeal a rejection of its STIF Plan as described in OAR 732-040-0050. (8) During the first STIF Formula Fund Cycle after the enactment of Oregon Laws 2017, chapter 750, a Qualified Entity may submit its STIF Plan either three months or nine months after the effective date of OAR Chapter 732, Division 042. A Qualified Entity that submits a STIF Plan under this section shall submit a STIF Plan for a period that ends at the end of the 2019-2021 Biennium. The Commission shall decide to accept or reject a STIF Plan submitted under this section no later than four months after it is received by the Agency, following the approval procedures described in OAR 732-042-0025. June 22, 2018 Page 12 of 33 Stat. Auth.: ORS 184.758(3)(e) Stats. Implemented: ORS 184.758 732-042-0010 STIF Formula Fund Calculation and Disbursement (1) Ninety percent of the Statewide Transportation Improvement Fund shall be distributed as the STIF Formula Fund. (2) Minimum Distributions: (a) The Agency shall distribute $100,000 annually to each Qualified Entity unless the Qualified Entity is entitled to a larger distribution based on the calculation described in section (4) of this rule. (b) The Agency shall distribute $100,000 annually to each Indian Tribe unless the Indian Tribe submits documentation to the Agency demonstrating that it remits more than $100 million annually in taxable employee payroll from Tribal Enterprises. Such documentation must be submitted by July 1 each year in order to be included in estimates and calculations for the following year. An Indian Tribe that demonstrates it remits more than $100 million in employee payroll annually will receive a distribution equal to its proportionate share as calculated in section (4) of this rule. (3) Estimation of STIF Formula Fund Disbursements: (a) The Agency shall estimate STIF Formula Fund disbursements based on the Agency's projections of the amount of transit payroll tax to be collected, the Agency's projections of minimum distributions required under section (2) of this rule, and the proportionate share calculated for each Qualified Entity in section (4) of this rule. (b) The Agency shall estimate the proportionate share annually. (c) The Agency shall notify Qualified Entities of their estimated annual disbursements no later than December 31 each year. (d) Qualified Entities shall work collaboratively with Public Transportation Service Providers and other potential Sub -Recipients, as relevant, to develop a method for sub -allocating STIF Formula Fund moneys to Public Transportation Service Providers. (e) To the extent possible, using the best available data, the sub -allocation method used by Qualified Entities must be proportionate to the amount of employee payroll tax revenue generated within the geographic territory of each Public Transportation Service Provider. (f) A Qualified Entity that is a Mass Transit or Transportation District which does not share contiguous jurisdictional boundaries with a county shall work collaboratively with Public Transportation Service Providers and other potential Sub -Recipients to develop an estimate of STIF Formula Fund disbursements for those areas of the county(ies) in which the District is located that are outside the District's own jurisdictional boundaries. (g) The Qualified Entity's sub -allocation estimate shall be a starting point for the Qualified Entity's STIF Plan and funding prioritization process. The sub -allocation is not an entitlement to the Public Transportation Service Provider and decision criteria may affect the prioritization of Projects. June 22, 2018 Page 13 of 33 (h) Estimated disbursements are not guaranteed. If revenues in the Statewide Transportation Improvement Fund are less than the Agency's projections, the Agency may proportionately reduce quarterly payments to Qualified Entities from its estimated disbursements. (4) Calculation of STIF Formula Fund Disbursements: {a) -The -Agency shalI calculate the- -pro por-tronate share . to r._ each L-Jua-oli.ecl Lntity py drvs.dmgthe_ .___-- amount of the wages paid by employers located within the boundary of the Qualified Entities' areas of responsibility, by the total amount of the wages paid by employers statewide, (A) The Agency shall use the final wage data collected by the Oregon Employment Department for the prior Calendar Year and reported to the Agency. (B) The Agency shall exclude from the calculation of proportionate shares any Qualified Entity that is entitled to a minimum distribution under section (2) of this rule. (b) Each fiscal quarter, the Agency shall calculate the quarterly distribution as follows: (A) The product of the amount of the transit payroll tax revenue collected in the preceding fiscal quarter, as reduced by minimum distributions required under subsection (4)(b)(B) of this rule, multiplied by the Qualified Entity's proportionate share calculated in subsection (4)(a) of this rule; or (B) For Qualified Entities receiving the minimum distribution under section (2) of this rule, $25,000. (5) Distribution of STIF Formula Funds to Qualified Entities: (a) The Agency shall not disburse STIF Formula Fund moneys to a Qualified Entity until the Commission has approved by the Qualified Entity's STIF Plan and the Legislative Fiscal Office and the State's Chief Financial Officer have determined that there is sufficient revenue in the Statewide Transportation Improvement Fund sufficient to fund the STIF Formula Fund disbursements. (b) The Agency shall disburse the proportionate share of STIF Formula Funds to Qualified Entities in quarterly distributions. (c) If more than one Mass Transit District or Transportation District is located within a single county, the Agency shall distribute the moneys to the larger district. (d) if there is a significant unexpected shortfall in revenues in the Statewide Transportation Improvement Fund or if there has been an overpayment in a prior quarter, the Agency may proportionately reduce quarterly payments to Qualified Entities. (e) Qualified Entities are not responsible for satisfying Public Transportation Service Providers' budgetary shortfalls or remedying delays in funding to Public. Transportation Service Providers that are due to insufficient STIF Formula Fund revenues or for any other reason beyond the Qualified Entities' direct control. (6) Qualified Entities may incur STIF expenditures as of the operative date of ORS 184,765. During the first STIF Formula Fund Cycle after the enactment of Oregon Laws 2017, chapter 750, a Qualified Entity may reimburse itself for such expenditures contingent upon Commission approval of a STIF Plan that includes these expenses. (7) Qualified Entities shall notify the Agency in writing of any adjustment to the geographic boundaries of their areas of responsibility within thirty days of the effective date of the adjustment. June 22, 2018 Page 14 of 33 (8) Upon Commission approval of a STIF Plan that describes such a Project, a Qualified Entity may carry forward unspent STIF Formula Fund moneys for as long as specified in the approved STIF Plan in order to accumulate sufficient funds for a capital Project that costs more than can be funded during a single STIF Formula Fund funding cycle or to make bond payments on the acquisition of a Capital Asset. (9) Each Qualified Entity is required to spend at least one percent of STIF Formula Fund moneys received each year on student transit services for students in grades 9 through 12, if Practicable. Stat. Auth.: ORS 184.758(3)(e), ORS 184.758 (6) Stats. Implemented: ORS 184.758(1)(a), ORS 184.758(2), ORS 184.758(4), ORS 184.758 (6) 732-042-0015 STIF Plan Contents (1) A Qualified Entity shall adopt a written STIF Plan to establish a list of Projects for public transportation located within the Qualified Entity's area of responsibility to guide STIF Formula Fund investments. (a) A STIF Plan must cover at least a Biennium, but it may include up to two Biennia subject to Commission approval. (b) A STIF Plan must address the transportation needs of people residing in or traveling into and out of the Qualified Entity's area of responsibility. (c) A Qualified Entity that is a Mass Transit District or Transportation District with jurisdictional boundaries within a county or counties which are not Qualified Entities shall adopt a STIF Plan that considers the Public Transportation Services for the area outside of district boundaries but within the remainder of the county or counties. (d) A STIF Plan may be included in a Qualified Entity's Local Plan or it may be a stand-alone plan (e) The STIF Plan must contain an explanation of how the plan defines and identifies communities with a high percentage of Low -Income Households. (f) A STIF Plan must include a description of the Qualified Entity's method to sub -allocate STIF Formula Fund moneys to Public Transportation Service Providers and other potential Sub - Recipients and the process for developing the method. (2) A Qualified Entity's STIF Plan must contain the following sections: (a) Descriptions of Proposed Projects: For each proposed Project, the STIF Plan must include the factors listed in section (3) of this rule. (b) Summary of Planned Expenditures: The STIF Pian must include a summary listing: (A) the total funding sought in the STIF Plan; (B) the total funding sought for each Recipient or Sub -Recipient (Public Transportation Service Provider or Qualified Entity); and, (C) for Qualified Entities that are Mass Transit Districts or Transportation Districts which do not share contiguous jurisdictional boundaries with a single county, the total funding sought by geographic area inside and outside the district's jurisdictional boundary but within its area of responsibility. June 22, 2018 Page 15 of 33 (c) Summary of Prior Expenditures on Specific Improvements: If the Qualified Entity received STIF Formula Funds in the preceding two Fiscal Years, the STIF Plan must include a summary of the amount of moneys allocated to fund each of the following: (A) increased frequency of bus service schedules in communities with a high percentage ot._Low-Income Households; (B) the expansion of bus routes and bus services to reach communities with a high percentage of Low -Income Households; (C) fund the implementation of programs to reduce fares for public transportation in communities with a high percentage of Low -Income Households; (D) the procurement of buses that are powered by natural gas, electricity or other low or no emission propulsion for use in areas with populations of 200,000 or more; (E) the improvement in the frequency and reliability of service connections between communities inside and outside of the Qualified Entity's service area; (F) Coordination between Public Transportation Service Providers to reduce fragmentation in the provision of transportation services; and (G) implementation of programs to provide student transit services for students in grades 9 through 12. (d) Summary of Current Projects: The STIF Plan must include a summary of Projects recommended by the Qualified Entity's Advisory Committee for the duration of the STIF Plan, identified by Fiscal Year. (ee) Advisory Committee Information: The STIF Plan must include a list of the Qualified Entity's current Advisory Committee and the online or other location(s) where Advisory Committee materials may be reviewed as described in OAR 732-040-0030(4)(b). in addition, the STIF Plan must include a statement that the Qualified Entity consulted with its Advisory Committee as required by these rules and, if applicable, an explanation of why the Advisory Committee's recommendation was not adopted by the Governing Body, (f) Recipient Accountability Methods: The STIF Plan must include a description of the methods the Qualified Entity will use to ensure that it complies with these rules and achieves the goals identified in the STIF Plan. (g) Sub -Recipient Accountability Methods: The STIF Plan must include a description of the methods and agreement or contract language that the Qualified Entity will use to oversee its Sub -Recipients, address deficiencies in Sub - Recipient performance, and to ensure that the Qualified Entity can accomplish the applicable requirements of these rules, including but not limited to audit and compliance requirements, accounting requirements, capital asset requirements and reporting requirements. (h) Remediation Strategies: If the Qualified Entity has submitted three or more Quarterly Reports within the past two years which indicate that it failed to substantially comply with its approved STIF Plan, the STIF Plan must include a description of the Qualified Entity's strategies to ensure that it will substantially comply with the proposed STIF Plan. (i) Governing Body Adoption: June 22, 2018 Page 16 of 33 The STIF Plan must include documentation that the Governing Body approved the STIF Plan prior to its submittal to the Agency. If STIF Formula funds will be jointly managed by two or more Qualified Entities, the STIF Plan must include documentation demonstrating each Governing Body's commitment to joint management. (3) The STIF Plan must include descriptions of each proposed Project as described below, A Qualified Entity shall Include in its STIF Plan only Projects which appear in a Local Plan. Qualified Entities eligible for no more than the minimum STIF Formula Fund allocation under OAR 732-042-0010(2) or Rural Public Transportation Service Providers that are unable to meet the Local Plan requirements during the first Formula Fund solicitation cycle may use a portion of their first STIF Formula Fund allocation or sub - allocation to improve public transportation services if they have a current approved Coordinated Human Services Public Transportation Plan and if they also use a portion of the first allocation or sub -allocation to develop a Local Plan that is consistent with STIF Local Plan requirements. For each proposed Project, the STIF Plan must describe: (a) Proposed funding level for: each Project and a description of what the Qualified Entity intends to do with the STIF Formula Fund moneys it receives for the individual Project. (b) Whether the Project would improve or expand public transportation or maintain an existing service. For Projects that would maintain an existing public transportation service, the STIF Plan must specify the amount and percentage of each Project budget for this purpose and the reason for proposing any Project that maintains an existing service rather than a Project that improves or expands service. (c) Anticipated benefits and discrete measurable outcomes associated with each Project with specific reference to whether the Project: (A) increases the frequency of bus service schedules in communities with a high percentage of Low -Income Households; (B) expands bus routes and bus services to reach communities with a high percentage of Low -Income Households; (C) Implements programs to reduce fares for public transportation in communities with a high percentage of Low -Income Households; (D) procures buses that are powered by natural gas, electricity or other low or no emission propulsion for use in areas with populations of 200,000 or more; (E) improves the frequency and reliability of service connections between communities inside and outside of the Qualified Entity's service area; (F) fosters Coordination between Public Transportation Service Providers to reduce fragmentation in the provision of transportation services; and (G) provides student transit services for students in grades 9 through 12. (d) Identification of the Local Plan(s) from which each Project was derived and identification of the board, council, commission, or other governing body which approved the Local Plan. (e) The proposed Recipient or Sub -Recipient of the STIF Formula Fund moneys for that Project. (f) A full budget including fund sources and for yet -to -be obligated fund sources, the timing for funding decisions, if known. June 22, 2018 Page 17 of 33 (g) For proposed Projects which are part of a larger multi -phase Project, the phasing plan including schedule and budget with known and potential funding sources identified. (h) The amount of moneys from the STIF Formula Fund distribution that would be allocated to fund each of the following: (A)--increased-frequency of - bus -service-schedules -in-communities-with-a-high_-percentage _ot Low -Income Households; (B) the expansion of bus routes and bus services to reach communities with a high percentage of Low-income Households; (C) the implementation of programs to reduce fares for public transportation in communities with a high percentage of Low -Income Households; (D) the procurement of buses that are powered by natural gas, electricity or other low or no emission propulsion for use in areas with populations of 200,000 or more; (E) the improvement in the frequency and reliability of service connections between communities inside and outside of the Qualified Entity's service area; (F) Coordination between Public Transportation Service Providers to reduce fragmentation in the provision of transportation services; and (G) the implementation of programs to provide student transit services for students in grades 9 through 12. (i) Identification of the extent to which the Project is consistent with Oregon Public Transportation Plan goals, policies, and implementation plans. (j) At least one Project described in the STIF Plan must implement a program(s) to provide student transit services for students in grades 9 through 12, if Practicable, and allocate at least one percent of the Qualified Entity's estimated STIF Formula Fund disbursement to that program(s). If the Qualified Entity determines that it is not Practicable to identify such a Project or to allocate funding for this purpose, it shall specify in its STIF Plan the reason(s) for its determination. Stat. Auth.: ORS 184.758(3)(c), ORS 1.84.758(6) Stats, Implemented: ORS 184.758 732-042-0020 Advisory Committee Review of Proposed Projects (1) Public Transportation Providers seeking STIF funding from a Qualified Entity through the Qualified Entity's STIF Pian shall submit a Project proposal to its Advisory Committee for review and approval. The Project proposal must include the contents described in OAR 732-042-0015(3). (2) The Advisory Committee shall conduct its reviews and activities in compliance with its written bylaws, as described these rules. (3) The Advisory Committee shall meet as often as needed to advise the Qualified Entity and review Project proposals but no less than two times per year. (4) The Advisory Committee shall (a) Hold public meetings, as applicable, to review every Project proposed for inclusion in the Qualified Entity's STIF Plan; June 22, 2018 Page 18 of 33 (b) Recommend approval or rejection of proposed Projects and recommend prioritization of approved Projects within the geographic boundary for which the Qualified Entity receives STIF Formula funding to the Governing Body. (5) The Advisory Committee shall consider the following criteria when reviewing STIF Formula Fund Projects: (a) Whether the Project would: (A) increase the frequency of bus service to communities with a high percentage of Low - Income Households; (B) expand bus routes and bus services to serve communities with a high percentage of Low -Income Households; (C) reduce fares for public transportation in communities with a high percentage of Low- income Households; (D) result in procurement of buses that are powered by natural gas or electricity for use in areas with a population of 200,000 or more; (E) improve the frequency and reliability of service connections between communities inside and outside of the Qualified Entity's service area; (F) increase Coordination between Public Transportation Service Providers to reduce fragmentation in the provision of public transportation service; or (G) expand student transit services for students in grades 9 through 12; (b) Whether the Project would maintain an existing, productive service; (c) The extent to which the Project goals meet public transportation needs and are a responsible use of public funds; and (d) Other factors to be determined by the Qualified Entity or Advisory Committee such as geographic equity. (6) Prior to adopting a STIF Plan, the Governing Body shall consult its Advisory Committee regarding the Projects proposed in the STIF Plan and seek a recommendation on the prioritization of those Projects from the Advisory Committee. The purpose of this consultation is to ensure that the STIF Plans reflect a Coordinated regional approach to Public Transportation Service that considers the public transportation needs of people residing and traveling into and out of the geographic territory of a Qualified Entity as well as larger regional population centers and to ensure that interested parties have the opportunity to review and comment on the proposed STIF Plan. (7) A Governing Body may accept the Advisory Committee's recommendation to approve or reject a Project proposal and consider the Advisory Committee's recommended prioritized list of Projects, may return it to the Advisory Committee for modifications, or may modify it prior to inclusion in the STIF Plan for submittal to the Agency. If the Governing Body modifies the Advisory Committee's recommendation, it shall inform any affected Public Transportation Service Provider of all modifications and the explanation for such changes. Stat. Auth.: ORS 184.761(4)(b), ORS 184.761(4)(c) Stats, Implemented: ORS 184.758, ORS 184.761 732-042-0025 June 22, 2018 Page 19 of 33 Commission Approval of STIF Plan (1) The Agency shall review the STIF Plan submitted by a Qualified Entity for completeness and may ask the Qualified Entity to supply missing information or to provide clarification about the meaning or intent of any portion of the STIF Plan. Z 1) -The -Agency shall -sub mit-each-complete -Si.l.k--Pian-to-the.Public--i-raris.po.rtation-Aciv:isory-l.o.mMittee- (PTAC)- for review. (3) The PTAC shall timely determine whether it proposes to recommend that the Commission approve or reject all or a portion of the STIF Plan, (a) If the PTAC determines that it will recommend rejection of all or a portion of the STIF Plan, it shall timely prepare a brief written statement of the reasons for its recommendation. Within seven days of the PTAC's preparation of the statement, the Agency shall provide notice of the PTAC's intended recommendation and a copy of the statement of reasons to the Qualified Entity. (b) The PTAC shall timely communicate its recommendation to the Commission. (c) The PTAC, when making its recommendation and the Commission when making its decision on a STIF Plan shall consider the extent to which the STIF Plan meets the requirements described in OAR 732-042-0015(1), (2) and (3). (4) A Qualified Entity that receives notice that the PTAC intends to recommend rejection of all or a portion of a STIF Plan under subsection (3)(a) of this rule may attach additional information and a revised STIF Plan for the Commission's consideration to the STIF Plan originally submitted. The Qualified Entity shall provide the additional information to the Agency within 30 days. (5) The Commission shall consider the PTAC's recommendation and determine whether to approve or reject the STIF Plan originally submitted by the Qualified Entity or a revised STIF Plan submitted by the Qualified Entity under section (4) of this rule. If the Commission rejects a proposed STIF Plan, the Commission shall identify the reasons for the rejection and the Agency shall provide the reasons to the Qualified Entity in writing. Reasons for Commission rejection include, but are not limited to: (a) The Qualified Entity did not establish an Advisory Committee or established one inconsistent with membership requirements in these rules; (b) The Qualified Entity failed to confer with its Advisory Committee; (c) The STIF Plan is incomplete or does not adequately explain how the Qualified Entity will accomplish the goals of the Projects in the STIF Plan, including Recipient Accountability Methods, Sub -Recipient Accountability Methods, or Remediation Strategies, if applicable; (d) The STIF Plan does not contain the sections and elements listed in OAR 732-042-0015(1), (2) and (3); and (e) Whether the Qualified Entity failed to expend STIF Formula funds in a manner that substantially complied with a prior approved STIF Plan. (6) A Qualified Entity may file one appeal as described in OAR 732-040-0050 if its STIF Plan is rejected by the Commission. Stat. Auth.: ORS 184.758(3)(c), ORS 184.758(3)(d), ORS 184.758(3)(e) Stats. Implemented: ORS 1.84.758 June 22, 2018 Page 20 of 33 732-042-0030 Qualified Entity Failure to Apply or Withdrawal from the STIF Formula Fund (1) Unless a Qualified Entity has an approved STIF Plan and is receiving quarterly distributions, the Agency shall accumulate STIF Formula Fund moneys for which a Qualified Entity is eligible, as calculated by the Agency pursuant to OAR 732-042-0010, for a period of one Biennium. (2) If a Qualified Entity fails to submit timely a STIF Plan for two consecutive STIF Formula Fund Cycles, as described in OAR 732-042-0005, the Agency shall release any STIF Formula Fund moneys accumulated for the Qualified Entity to the STIF Formula Fund generally for redistribution to other Qualified Entities. (3) If a Qualified Entity timely submits a STIF Plan but the STIF Plan is rejected by the Commission for two consecutive STIF Formula Fund Cycles, as described in OAR 732-042-0005, and neither rejection is overcome by an appeal or reconsideration, the Agency shall release any STIF Formula Fund moneys accumulated for the Qualified Entity to the STIF Formula Fund generally for redistribution to other Qualified Entities. (4) Qualified Entities eligible to receive STIF Formula Fund moneys may voluntarily withdraw from eligibility. A Qualified Entity intending to withdraw its eligibility shall notify the Agency of the decision to withdraw and the time period during which it wishes to withdraw its eligibility (such as the remainder of the current Biennium, all future Biennia, etc.). Upon the Qualified Entity's withdrawal, the Agency shall release any STIF Formula Fund moneys accumulated or designated for the Qualified Entity to the STIF Formula Fund for redistribution to other Qualified Entities. During the period of withdrawal, the withdrawn Qualified Entity must be excluded from the Agency's calculations under OAR 732-042-0010. A Qualified Entity may rescind its withdrawal at any time by written notice to the Agency. If a Qualified Entity rescinds its withdrawal, it will be eligible to receive STIF Formula Fund disbursements in the next STIF Formula Fund Cycle, contingent upon Commission approval of its STIF Plan under these rules. (5) Any interest accrued on STIF Formula Fund moneys accumulated by the Agency under this rule must be credited to the STIF Formula Fund generally. Stat. Auth.: ORS 184.758(3)(e) Stats, Implemented: ORS 184.751(1), ORS 184.758 . 732-042-0035 Reporting Requirements (1) quarterly Reports: Using a form provided by the Agency, each Qualified Entity shall prepare a quarterly report to the Agency which details Project progress, outcomes achieved, and expenditures of STIF Formula Fund moneys by itself and its Sub -Recipients, The quarterly report must be submitted no later than 45 days following the end of a quarter. The fourth and eighth quarter reports may be preliminary reports, subject to adjustment after completion of the Qualified Entity's audit. (2) STIF Plan Period Reconciliation: Within 30 days of the end of an approved STIF Plan period, the Agency shall reconcile disbursements made to the Qualified Entity against the Qualified Entity's reported expenditures. If disbursements are June 22, 2018 Page 21 of 33 found to exceed the expenditures, the amount must be carried forward by the Qualified Entity into the next STIF Formula Fund Cycle. (3) Capital Asset Reports: Qualified Entities that have acquired, purchased or leased Capital Assets using STIF Formula Fund _-moneys shall -provide -the -Agency -with .a--report-.bt-the t;ap:tal Asset _imento.ry,.-descri-bed. in_UAK_i32.-u42- 0040(2), including an identification of any sale, transfer or other disposition of the Capital Asset as described in OAR 732-042-0040. Capital Asset Reports must be submitted to the Agency on a schedule to be specified by the Agency, but must be submitted at least annually within 30 days of the end of each Fiscal Year. Stat. Auth.: ORS 184.758(3)(e) Stats. implemented: QRS 184.758, QRS 184.766 732-042-0040 Capital Asset Requirements (1) Recipients shall ensure Satisfactory Continuing Control of a Capital Asset purchased in whole or part with STIF funding during the period of its useful life. (2) Recipients shall inventory Capital Assets purchased in whole or part with STIF moneys, The inventory will include a description of the Capital Asset, date of purchase, purchase price, amount of STIF moneys contributed to the purchase, the source of other funds, the authorized use, the Recipient or Sub - Recipient using the Capital Asset, and the condition of the asset. (a) If Capital Asset is a vehicle, the inventory must include the size of vehicle, the total number of passenger seats, the total number of ADA stations, the total number of seats when all ADA stations are deployed, the current mileage, and its current condition. (b) If Capital Asset is an improvement to real property, such as a facility, building, or transit shelter, the inventory must include the location of the Capital Asset and its current condition. (3) Vehicles may be replaced using STIF funding if: (a) Public Transportation Service Provider holds clear title to the vehicle(s) being replaced. Salvaged titles will not be accepted. (b) The vehicle(s) has met the useful life guidelines established by Agency. (c) The vehicle has not been previously replaced. (4) To be eligible to receive STIF Formula Fund moneys to acquire revenue vehicle(s) for the expansion of transit service, a Qualified Entity shall demonstrate in its STIF Plan that the Recipient or Sub -Recipient who will acquire the Capital Asset has committed to continually use the vehicle for the approved purpose for the useful life of the vehicle(s). (5) To be eligible to receive STIF moneys for a real property Capital Asset, such as a transit facility, bus barn, maintenance facility, land, or administration building, a Qualified Entity shall demonstrate in its STIF Plan one or more of the following: (a) Recipient or Sub -Recipient ownership of the property upon which the Capital Asset will be located; (b) Recipient or Sub -Recipient possession of an executed lease agreement for the property location that will be in place for the useful life of the Capital Asset; June 22, 2018 Page 22 of 33 (c) Recipient or Sub -Recipient possession of an executed lien on the property for the useful life of the Capital Asset; (d) In the case of a Project which will utilize property owned by a local city, county or government, an executed intergovernmental agreement with the property owner guaranteeing ongoing use for the duration of the useful life of the Capital Asset; or (e) In the case of a Project to purchase land, an option to purchase the land identified in the Project. (6) Qualified Entities shall: (a) Establish useful life standards for Capital Assets acquired pursuant to their STIF Plans which meet or exceed the duration of those established by the Agency. (b) Use the Agency's published procedures or substantially similar procedures and ensure that Sub -Recipients use the same procedures for the disposition of Capital Assets acquired with STIF Formula Fund moneys. (c) Retain the net proceeds from a sale or other disposition of a Capital Asset to reinvest in a future STIF Plan capital Project or return the net proceeds to the Agency. Net proceeds are the disposal proceeds less original value, less depreciation, less disposal costs. If non-STIF funds were used in the original purchase, then only the proportion representing STIF Formula Fund contribution to the purchase are subject to this rule. (d) Establish written procedures to ensure that a Capital Asset is maintained in safe operating condition. (e) Maintain insurance coverage, or require Sub -Recipients to maintain insurance coverage, that meets or exceeds the standards in ORS 806,070. (f) Ensure that vehicles purchased in whole or in part with STIF Formula Fund moneys are titled with the Oregon Department of Transportation Driver and Motor Vehicle Services Division pursuant to ORS 803.045 and supporting rules, with the Agency listed as a security interest holder, subject to the following additional requirements: (A) If the vehicle is registered in the name of a Sub -Recipient receiving the vehicle, and the Sub -Recipient is not a Qualified Entity or Public Transportation Service Provider, then the Qualified Entity or Public Transportation Service Provider must be listed on the vehicle title as the primary security interest holder. (B) If the vehicle was purchased with federal funds in addition to STIF Formula Fund moneys, and the federal funding source requires the vehicle to be titled otherwise than provided in this rule, then the federal titling requirements prevail. (7) A Recipient shall notify the Agency of the sale, transfer or other disposition of a Capital Asset purchased with STIF Formula Fund moneys and shall report the use of proceeds, if any, from the sale to the Agency. (8) A Recipient may transfer its interest in a Capital Asset to an asset of equal or greater value if the transfer is proposed in a STIF Plan which is approved by the Commission. (9) When the Agency is a security interest holder in a Capital Asset, the Agency may exercise all of the rights provided to a secured lien holder under Oregon law, including without limitation, the ability to take control or possession of the Capital Asset if it determines either: June 22, 2018 Page 23 of 33 (a) that the asset is not being used for the purpose described in a STIF Plan under which it was funded in whole or part by STIF Formula Fund moneys; or (b) if, during a compliance audit conducted pursuant to OAR 732-040-0015, the Agency determines the asset is not being maintained in a state of good operational repair. (10) A Qualified -Entity -may file anappeal-as described --in- OAR -732--040-0050-it--the Agency..takes-action. under section (9) of this rule with respect to a Capital Asset funded in whole or part by STIF Formula Fund moneys originally distributed to the Qualified Entity, Stat. Auth,: DRS 184.758(3)(e) Stats, Implemented: ORS 184.758 June 22, 2018 Page 24 of 33 Chapter 732, Division 044. DISCRETIONARY STIF FUNDS 732-044-0000 Purposes of the Funds (1) The Discretionary Fund is intended to provide a flexible funding source to improve public transportation in Oregon. It is not a source of ongoing operations funding. (2)The Intercommunity Discretionary Fund is for improving connections between communities and between communities and other key destinations important for a connected Statewide Transit Network. As a competitive funding source, ongoing operations Projects are subject to risk of not receiving continuous funding, Stat. Auth.: ORS 184,758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184.758(3)(a), ORS 184.758(3)(b) 732-044-0005 Project Eliigik�lity and Match (1) Projects eligible to receive grants under the Discretionary Fund include, but are not limited to: capital projects such as vehicles, facilities, equipment, and technology, as well as mobility management, planning, and research. Pilot operations projects may be considered for funding if the application includes a feasible financial plan for ongoing operations beyond the initial pilot period. (2) Projects eligible to receive grants under the Intercommunity Discretionary Fund include, but are not limited to: capital Projects such as vehicles, facilities, equipment, and technology as well as mobility management, planning, research, and operations. Pilot and ongoing operations projects may be considered for funding under the Intercommunity Discretionary Fund if the application includes a feasible financial plan for ongoing operations beyond the initial pilot period. (3) Projects eligible to receive grants under the Discretionary and Intercommunity Discretionary Funds must appear in a Local Plan, as defined in OAR 732-040-0005(17), or be a Project that meets one or more of the characteristics in sections (4)(a)(C)-(D) of this rule. (4) Match Requirements: (a) An applicant shall demonstrate the ability to provide a match of at least 20 percent of the total Project's cost, unless any of the following characteristics exist in which case the applicant shall demonstrate the ability to provide a 10 percent match: (A) The Project will predominantly serve or provide access to and from rural communities (communities outside of urbanized areas with populations of 50,000 people or less); (B) The Project will serve an area located outside of a Public Transportation Service Provider's geographic jurisdiction; (C) The Project will fill a significant gap in the Statewide Transit Network; or June 22, 2018 Page 25 of 33 (D) The Project will provide statewide benefits to multiple Public Transportation Service Providers. The applicant shall identify the benefits to areas outside the jurisdiction where the Project will be located. (b) Eligible Project match sources may include federal funds and certain state funds (STIF Formula or-Specia{ Transportation:. run ds) _tor -public transportation purposes, local-tunds,-pr-ivate contributions, and in-kind labor or contributions. Match contributions, including Capital Assets such as property, shall be used only once. as match on a single Project and may not be used again as a match. Fare box revenues are not eligible match. Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats, Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184,758(3)(x), ORS 184.758(3)(b) 732-044-0010 Solicitation and Application Submission Periods (1) The Agency shall announce time periods and dates for submitting applications for funding. (2) Applications that are rejected may be resubmitted during subsequent application submission periods. (3) The Agency may combine Discretionary Fund and Intercommunity Discretionary Fund solicitations with each other or with other state or federal fund solicitations and offer them in a single grant solicitation cycle. Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), QRS 184.758(3)(a), ORS 184.758(3)(b) 732-044-0015 Application Requirements (1) Public Transportation Service Providers interested in receiving discretionary STIF moneys shall submit a written application to the Agency. (2) The Agency will prescribe the application format and content. At a minimum, for each Project proposed, the grant application must include: (a) A description of the Project scope, schedule, budget, deliverables and expected quantifiable outcomes; (b) A phasing plan for multi -phase Projects that is planned to be completed after the funding period specified in the solicitation; (c) A description of how the Project will support the purpose, as applicable, of either the Discretionary Fund or the Intercommunity Discretionary Fund, as described in OAR 732-044- 0000; (d) A budget that specifies amounts by source, including match and any other funds that may be leveraged to complete the proposed Project; (e) A list of any Sub -Recipients of the grant funds, if applicable; June 22, 2018 Page 26 of 33 (f) For capital construction Projects, documentation to validate the Project schedule and costs and documentation of control of any real property, as applicable; (g) A description of the dollar amount and source of the applicant's matching funds as described in OAR 732-044-0005(4); and (h) A written explanation of how the applicant meets the Recipient Qualifications described in OAR 732-044-0020, Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184.758(3)(a), ORS 184.758(3)(b), QRS 184.761(2) 732-044-0020 Recipient Qualifications (1) Only Public Transportation Service Providers are eligible to be Recipients of Discretionary Fund and Intercommunity Discretionary Fund moneys. (2) Recipients shall meet, or demonstrate the capacity to meet, the following qualifications, as applicable to the type of Project being funded. (a) Be an entity eligible to enter into agreements; (b) Have the legal, managerial and operational capacity to perform the Project within the agreed schedule; (c) Not be debarred or suspended from receiving federal grants; (d) Maintain compliance with federal, state and local laws and regulations including, and not limited to, those pertaining to passenger transportation, civil rights, labor, insurance, safety and health, as applicable, (e) Comply with applicable laws, these rules, and the policies of the applicable grant fund; (f) Properly use STIF moneys; and (g) Perform the Project in a safe, prudent and timely manner. (3) A Recipient may require additional eligibility qualifications of Sub -Recipients. (4) The Recipient shall confirm the eligibility of a Sub -Recipient prior to distributing STIF moneys and entering into an agreement with the Sub -Recipient. (5) The Recipient shall ensure that Sub -Recipients maintain eligibility while receiving STIF moneys. (6) If the Agency determines that a Sub -Recipient has been ineligible for any period during which it receives STIF moneys, the Agency shall require the Recipient to repay moneys received by the Sub - Recipient during the period of ineligibility. If a Recipient determines that a Sub -Recipient becomes ineligible at any time when it was receiving STIF funds, the Recipient shall promptly notify the Agency's STIF Administrator in writing. Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184.758(3)(a), ORS 184.758(3)(b) June 22, 2018 Page 27 of 33 732.044-0025 Advisory Committee Review of Projects Under the Discretionary STIF Funds (1) The Agency shall provide a copy of any grant application it receives to the appropriate Qualified Entity. (.z).tacnprovi.ct.e the copy to its Advisory Committee or the joint Advisory Committee in which it participates. (3) Each Advisory Committee shall review Project applications submitted to it and shall provide a written recommendation to its respective Qualified Entity(ies) stating whether the Commission should award funding for the Project. (4) Each Qualified Entity shall submit the recommendation of its Advisory Committee, or the joint Advisory Committee in which it participates, to the Agency within the timelines specified in the grant solicitation cycle. (5) Each Advisory Committee may recommend a prioritized list of Projects to the Qualified Entity(ies) that formed it, concerning the Qualified Entity's(ies') area(s) of responsibility. Each Qualified Entity shall provide the prioritized list of Projects to the Agency within the timelines specified in the grant solicitation cycle. (6) An Advisory Committee shall conduct its review and activities in compliance with its written bylaws, as described in OAR 732-040-0030. (7) When reviewing a Project proposal for acceptance, rejection or prioritization, an Advisory Committee shall consider the extent to which the Project: (a) Supports the Purpose, as applicable, of the Discretionary Fund or the Intercommunity Discretionary Fund, as described in OAR 732-044-0000; (b) Meets the criteria established under OAR 732-044-0030(1); and (c) Meets any additional criteria established by the Commission. Stat. Auth.: ORS 184.758(1)(b), QRS 184.758(3)(a), ORS 184.758(3)(b), ORS 184.758(3)(e), ORS 184.761(4) Stats. Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184.758(3)(a), ORS 184.758(3)(b), ORS 184.761 732-044-0030 Pro'ect Selection (1) The Commission shall determine its investment priorities with input from the Public Transportation Advisory Committee prior to Agency public notice of grant solicitation for discretionary STIF moneys. The Commission's investment priorities are: (a) Improvement of Public Transportation Service to tow -income Households; (b) Improved Coordination between Public Transportation Service Providers and reduced fragmentation of Public Transportation Services; (c) Consistency with Oregon Public Transportation Plan goals, policies, and implementation plans, including: (A) Integrated public transportation planning where affected communities planned or partnered to develop proposed Projects. June 22, 2018 Page 28 of 33 (B)Technological innovations that improve efficiencies and promote a seamless and easy to use Statewide Transit Network. (C) Advancement of State greenhouse gas emission reduction goals. (D) Support or improvement of a useful and well connected Statewide Transit Network; (d) Operations Projects that do not substantially rely on discretionary state funding beyond a pilot phase; (e) Geographic equity or an ability to leverage other funds (these factors apply when all other priorities are held equal); and (f) Other factors as determined by the Commission, (2) The Agency shall review applications for compliance with the Application Requirements described in OAR 732-044-0015. The Agency may ask the applicants to supply missing information or to provide clarification about the meaning or intent of any portion of an application. Applicants shall respond to Agency inquiries within the time frame described in the solicitation documents. (3) The Agency shall make Project applications available to ACTS for review and comment to the Public Transportation Advisory Committee. (4) The Agency shall prepare a recommendation to Public Transportation Advisory Committee with a prioritized list of applications to be accepted and applications to be rejected considering input from the Advisory Committees and ACTs. (5) The Public Transportation Advisory Committee shall review and recommend a list of prioritized Projects for funding to the Commission, considering input from the Agency, Advisory Committees, and RCTs. (6) The Commission shall determine the acceptance or rejection of grant applications for discretionary STIF moneys. (7) The Agency shall email notice of the Commission's determination to applicants within seven days of the Commission's determination Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.7S8(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184,758(1)(c), QRS 184.758(3)(a), ORS 184.758(3)(b) 732-044-0035 Agreements (1) The Agency and a Recipient shall enter into a written agreement after approval of the Recipient's application for STIF moneys and prior to the disbursement of the approved funds. At a minimum, the agreement must include: (a) A statement of work, describing the use of the STIF moneys; (b) A beginning and termination date; (c) Provisions which allow termination of the agreement, suspension of disbursement of funds, and which obligate the Recipient to repayment of funds, in accordance with these rules; (d) Provisions to accomplish other applicable requirements of these rules, including but not limited to audit and compliance requirements, accounting requirements, capital asset requirements and reporting requirements; June 22, 2018 Page 29 of 33 (e) Provisions which permit withholding or require repayment of funds if the Recipient fails to comply with the requirements of the agreement or these Rules; and (f) Provisions which recognize that the Recipient is responsible for the performance, oversight, and legal or regulatory requirements described in the agreement, and for management and repayment -of STIF-funds, regardless of any agreement-which-contains-an.-assig.nme-n+ or delegation to a Sub -Recipient or any other party, and that any such agreement must be in writing. (2) Project activities described on the grant application must be reflected in the Project descriptions as set forth in the grant agreement. (3) The Recipient shall enter into written agreements with Sub -Recipients for projects funded with discretionary STIF moneys within 90 days of the Commission's decision to award funding. Such agreements must include provisions obligating Sub -Recipients to carry out or assist Recipients to carry out, the obligations imposed by these rules, including but not limited to audit and compliance requirements, accounting requirements, reporting requirements, repayment of funds, and capital asset requirements. (4) The Recipient shall submit copies of its agreements with Suh-Recipients to the Agency within 30 days of execution. (5) The Recipient shall be responsible for performance, oversight, and legal or regulatory requirements described in its agreement with the Agency, and for management and repayment of STIF moneys, regardless of any agreement which contains an assignment or delegation to a Sub -Recipient or any other party. If a Recipient determines that a Sub -Recipient has failed to meet a term or condition of the agreement, the Recipient shall promptly notify the Agency in writing, identifying the Sub -Recipient and describing the nature of its failure. (6) The Agency may terminate or suspend an agreement between itself and a Recipient, and may require repayment of funds by the Recipient to the Agency, if the Recipient fails to take appropriate action against a Sub -Recipient failing to comply with the written agreement between the Recipient and Sub -Recipient. (7) Any unused discretionary STIF moneys will be de -obligated at the end of the agreement period and redistributed as part of the next Discretionary Fund or Intercommunity Discretionary Fund solicitation cycle, as applicable. Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), DRS 184.758(3)(b) Stats, Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184.758(3)(x), QRS 184.758(3)(b) 732-044-0040 Reporting Reguirements (1) Quarterly Reports: (a) Using a form or web -based system provided by the Agency, each Recipient shall prepare a quarterly report to the Agency which details Project progress, outcomes achieved, and expenditures of discretionary STIF moneys by itself and its Sub -Recipients. June 22, 2018 Page 30 of 33 (b) The Agency may require additional documentation or deliverables appropriate to the type of Project specified in the grant agreement with the Recipient. Recipients may require additional reporting from its Sub -Recipient, (c) The Quarterly report must be submitted no later than 45 days following the end of each quarter. The fourth and eighth quarter reports may be preliminary reports, subject to adjustment after the completion of the Recipient's audit. (2) Capital Assets: Recipients that have acquired, purchased or leased Capital Assets using STIF discretionary funds shall provide the Agency with a report of the Capital Asset inventory, described in OAR 732-044-0050. Recipients of Capital Assets will report regularly as specified by the Agency, during the period of useful life or exceeding useful life while still in use for public transportation of the Capital Asset. Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184,758(1)(c), ORS 184.758(3)(a), ORS 184.758(3)(b) 732-044-0045 Withholding or Repayment of Funds (1) The Agency may withhold payment of discretionary STIF moneys to, or seek reimbursement from, a Recipient if: (a) The Recipient or its Sub -Recipient is not using STIF moneys in accordance with applicable laws, these rules or the terms of the agreement under which the funds were distributed; (b) The Recipient or its Sub -Recipient has not submitted required reporting; (c) The Agency determines that there is any unresolved audit finding relating to the accounting for STIF moneys; or (d) The Agency determines that there is any unresolved compliance review finding relating to the use of STIF moneys. (2) If an audit or a review of a Recipient or a Sub -Recipient's implementation of an agreement under which STIF moneys were distributed determines that the Recipient or a Sub -Recipient used STIF moneys inconsistently with the agreement, the Recipient shall repay the STIF portion used improperly to the Agency. Stat. Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184.758(3)(a), ORS 184,758(3)(b), ORS 184.786 732-044-0050 Capital Asset Requirements (1) Recipients shall ensure Satisfactory Continuing Control of a Capital Asset purchased in whole or part with STIF funding during the period of its useful life. (2) Recipients shall inventory Capital Assets purchased in whole or part with STIF moneys. The inventory will include a description of the Capital Asset, date of purchase, purchase price, amount of STIF moneys June 22, 2018 Page 31 of 33 contributed to the purchase, the source of other funds, the authorized use, the Recipient or Sub - Recipient using the Capital Asset, and the condition of the asset. (a) If Capital Asset is a vehicle, the inventory must include the size of vehicle, the total number of passenger seats, the total number of ADA stations, the total number of seats when all ADA stations are deployed _the -current mileage; and its -current coedit -ion. _ _ ___. (b) If Capital Asset is an improvement to real property, such as a facility, building, or transit shelter, the inventory must include the location of the Capital Asset and its current condition. (3) Vehicles may be replaced using STIF funding only if: (a) Recipient holds clear title to the vehicle(s) being replaced. Salvaged titles will not be accepted. (b) The vehicle(s) has met the useful life guidelines established by Agency. (c) The vehicle has not been previously replaced. (4) To be eligible to receive discretionary STIF moneys to acquire vehicle(s), a Public Transportation Service Provider shall demonstrate in its grant application and grant agreement that the Recipient or Sub -Recipient who will acquire the Capital Asset has committed to continually use the vehicle for the approved purpose for the useful life of the vehicle(s). (5) To be eligible to receive discretionary STIF moneys for a real property Capital Asset, such as a transit facility, bus barn, maintenance facility, land, or administration building, a Public Transportation Service Provider shall demonstrate in its grant application one or more of the following: (a) Recipient or Sub -Recipient ownership of the property upon which the Capital Asset will be located; (b) Recipient or Sub -Recipient possession of an executed lease agreement for the property location that will be in place for the useful life of the Capital Asset; (c) Recipient or Sub -Recipient possession of an executed lien on the property for the useful life of the Capital Asset; (d) In the case of a Project which will utilize property owned by a local city, county or government, an executed intergovernmental agreement with the property owner guaranteeing ongoing use for the duration of the useful life of the Capital Asset; or (e) In the case of a Project to purchase land, an option to purchase the land identified in the Project. (6) Recipients shall: (a) Establish useful life standards for Capital Assets acquired pursuant to their discretionary grant agreements which meet or exceed the duration of those established by the Agency. (b) Use the Agency's published procedures or substantially similar procedures and ensure that Sub -Recipients use the same procedures for the disposition of Capital Assets acquired with STIF moneys. (c) Retain the net proceeds from a sale or other disposition of a Capital Asset to reinvest in a future STIF capital Project or return the net proceeds to the Agency. Net proceeds are the disposal proceeds less original value, less depreciation, less disposal costs. If non-STIF funds were used in the original purchase, then only the proportion representing STIF contribution to the purchase is subject to this rule. June 22, 2018 Page 32 of 33 (d) Establish written procedures to ensure that a Capital Asset is maintained in safe operating condition. (e) Maintain insurance coverage, or require Sub -Recipients to maintain insurance coverage, that meets or exceeds the standards in ORS 806.070. (f) Ensure that vehicles purchased in whole or in part with STIF moneys are titled with the Oregon Department of Transportation Driver and Motor Vehicle Services Division pursuant to ORS 803.045 and supporting rules, with the Agency listed as a security interest holder, subject to the following additional requirements: (A) If the vehicle is registered in the name of a Sub -Recipient receiving the vehicle, and the Sub -Recipient is not a Qualified Entity or Public Transportation Service Provider, then the Qualified Entity or Public Transportation Service Provider must be listed on the vehicle title as the primary security interest holder. (i3) If the vehicle was purchased with federal funds in addition to STIF moneys, and the federal funding source requires the vehicle to be titled otherwise than provided in this rule, then the federal titling requirements prevail. (7) A Recipient shall notify the Agency of the sale, transfer or other disposition of a Capital Asset purchased with discretionary STIF moneys and shall report the use of proceeds, if any, from the sale to the Agency. (8) Capital Assets purchased in whole or part with STIF discretionary moneys must be managed as described in this rule, unless otherwise specified in a written grant agreement approved by the Agency. Stat, Auth.: ORS 184.758(1)(b), ORS 184.758(3)(a), ORS 184.758(3)(b) Stats. Implemented: ORS 184.758(1)(b), ORS 184.758(1)(c), ORS 184.758(3)(a), ORS 184.758(3)(b) June 22, 2018 Page 33 of 33 W� ti 0 e _ OQ.� R5 2c _i _ o cm C7 cm Cy f -� sa.,.. a ... .. j ca 1 y f j G 0 c C � v� w DATE: July 30, 2018 TO: Deschutes County Board of Commissioners FROM: Central Oregon Council of Governments (COIC) SUBJECT: Statewide Transportation Improvement Fund (STIF) C O U N C I L Evei-vwheve Centi°alOty on Works This memorandum summarizes highlights of today's COIC presentation to the Deschutes County Board of Commissioners during the Commissioner work -session regarding the State of Oregon's new STIF program made possible by passage of Oregon Legislation House Bill 2017, Keep Oregon Moving, and an opportunity to preserve and build upon the success of regional coordination and prioritization of transit between the three Central Oregon counties, the Confederated Tribes of Warm Springs and COIC via a joint management agreement. Background: This legislative investment in transportation is intended "to help advance the things that Oregonians value — a vibrant economy, strong communities, high quality of life, a clean environment, and safe, healthy people." The source of funding is a "new state payroll tax of one-tenth of 1 percent, to be allocated statewide as described below. 0 90 percent of STIF funds will be distributed to "Qualified Entities" (QE) based upon taxes paid within their geographic area. In Central Oregon, the QE's are Crook County, Deschutes County, Jefferson County and The Confederated Tribes of Warm Springs. As the QE for Deschutes County, the Board of Commissioners approves the plan and projects for the Deschutes County apportionment, estimated by ODOT as described below. FY 2019 FY 2020 FY2021 $1,183,000 * 1 $2,685,000 1 $3,037,000 *FY19 includes two quarters of revenue July 1, 2018 -June 30, 2109 0 5 percent of STIF funds will be awarded to eligible public transportation providers based upon a statewide competitive grant process. 0 4 percent of STIF funds will be used to improve public transportation between two or more communities based upon a competitive grant program 0 1 percent of STIF funds will be used to create a statewide resource center to assist public transportation providers in rural areas with training, planning and information technology and fund ODOT administration of STIF 21 Page While this disbursement is based upon a formula, the STIF allocation must be applied for, with the first opportunity to apply due September 1, 2018 and the second round of applications due May 1, 2019. These funds may only be applied for once, meaning if an application is submitted Sept. 1, then a May 1, 2019 application is not available. COIC is recommending that the Board of Commissioners agree to a May 1, 2019 submission date for its STIF plan and project(s) to allow for community engagement and values to emerge during the regional master transit plan process that will kick-off Fall 2018, as well as agree to use this regional master transit plan as the guiding document for measuring and approving STIF projects. This assures full engagement and coordinated prioritization of transportation improvements to benefit Deschutes County. Use of STIF — Areas of Emphasis: Please refer to the ODOT handouts previously submitted for this presentation regarding legislative expectations for use of the new STIF dollars. There is special emphasis placed upon expanding transit services and that there is a high priority placed upon benefiting and mitigating impact to low-income households. In addition, 1% of STIF dollars are to be allocated to implement programs to provide student transit services for students in grades 9 through 12. QE STIF Advisory Committee: Each QE must appoint an advisory committee of its choosing to advise and recommend regarding: • Prioritization of Formula projects • Whether to fund Discretionary projects • Opportunities to coordinate STIF projects with other transportation programs to improve service delivery and reduce gaps in service • Policies to assure: o Public Transportation Service Providers (PTSP's) expend funds consistent with approved projects o PTSP projects don't fragment service Note: This body would also advise and ultimately recommend adoption of the regional master transit that could serve as the STIF plan. Joint Management Agreement of STIF/STF: QE's may form a joint management agreement with COIC to manage day-to-day STIF roles and responsibilities for each QE and to preserve regional coordination of priorities and services. The STIF committee may be one -and -the same as the Special Transportation Fund (STF) committee as long as the required committee structure of each is met in forming the committee. COIC recommends the County consider combining the STIF and STF into one committee in order to minimize administrative burden, create efficiencies and optimize coordination of finite resources. 334 iv ; fla%Wiorne Avenue, Bend, OR 97701 541-548-8163 - Fax: 541-923-3416 Office Locations: Beed, Klamath Falls, Lakevie\v. La Pine, Madras, Prineville, Redmond 3 1 P a g e A written agreement is required. The joint management agreement would be crafted to assure that the QE retains authority to establish the local priorities for program management, while COIC conducts the day-to-day activities including the following. • Overall management to ensure overall compliance with current and future State requirements • Development of new Joint Advisory Committee Bylaws acceptable to the County • Development of a formula fund sub -allocation method acceptable to the County • Completion of the delegated duties that would be described in the agreement • Preparation of the Plan based on direction from the Joint Advisory Committee • Submittal of the Joint Plan to the County for approval by their Governing Body • Submittal of the Joint Plan approved by the County's Governing Board to the State • Report the status of the project implementation regularly, recommended at the following intervals: o COIC Board — Monthly o County's Governing Body —Quarterly o Central Oregon ACT—At least annually The QE's role in a joint management agreement would include the following. • Appoint the minimum number members to the Joint STIF Advisory Committee as described in OAR 732-040-003; COIC would perform as much role as the QE designates to recruit and recommend the staffing, to meet the priorities established by the County • Review the STIF plan recommended by the Joint STIF Advisory Committee • Approve a STIF plan Keeping Central Oregon Moving Forward: During the transition and as part of the STIF management agreement, COIC would assist each QE in recruiting to staff each QE's STF/STIF committee with members who can meet the criteria for serving on a county -focused committee and also serve in a regional capacity on the COIC Regional Public Transportation Advisory Committee (RPTAC). Following is a proposed schedule. o By September 1, COIC to have developed a recruitment project management plan and vetted it with each QE governing body, receiving their endorsement/approval of plan; plan would delineate roles of COIC Board, county committees and the regional committee. o By September 30 ➢ COIC to conduct recruitment on behalf of all 4 QE's and develop recommendations/staff reports for nominations to each respective QE ➢ STF/STIF members appointed by their respective QE's, including representation to the RPTAC ➢ Regularly scheduled QE committee meetings set up 334 NTT Ha�vthomc Avenue, Tend, OR 97701 541-548-8163 — Fax: 541-923-3416 Office Locations: Bond, Klamath Falls, Lakeview, La Pine, Madras, Prineville, Redmond 4 1 P a g e o By mid-October, COIC to conduct orientation with each QE committee and with reconfigured RPTAC including new representation from county committees as described below o In October, COIC to host kick-off of regional master transit plan process As an interim step to preserve and build upon the success of Central Oregon coordination, COIC would reconfigure the current regional committee with 8 members including representation from each county committee plus a COIC Board member appointed to be Chair as described below. o Recruit regional members from each QE's STF/STIF committees with the following proposed composition: o 2 Crook 0 3 Deschutes to include 1 representing City of Bend 0 2 Jefferson 0 1 Warm Springs o Chair of the RPTAC would be a COIC Board member appointed by the Board, to facilitate/chair only, unless there is a tie in a vote. Why COIC? COIC has been entrusted by cities and counties to act as the transit district for Central Oregon. COIC was engaged in and participated in the STIF legislative process and rulemaking, is the subject matter expert and is the most versed on legislative intent and desired accountability and outcomes. COIC has administrative structure and processes in place to assure inclusion and transparency in these processes. Further, recently COIC successfully completed the Federal Transit Administration Triennial Review with no deficiencies, earning this rare achievement and recognition that was not received by any other entity in the state. Recommendation: COIC recommends the Deschutes County Board of Commissioners form a joint management agreement with Crook and Jefferson counties and The Confederated Tribes of Warm Springs and to have COIC perform the joint management duties, in order to: • Preserve and optimize the coordination and prioritization of transit services in Central Oregon • Promote regional public transportation priorities • Continue to assure best utilization of public transit dollars for Central Oregon • Assure equity, accountability and leverage of local resources to enhance mobility in the region COIC recommends the Deschutes County Board of Commissioners consider only projects that are prioritized and support the regional master transit plan update once completed. This will assure robust community engagement and reflect community values when prioritizing use of STIF dollars. Attachments — ODOT handouts distributed in Board packet 334 NE i lawt iorne Ave[lUc. Brfld, OR 9 i"iii i 541-548-8163 — Fax: 541-923-3416 Office Locations: Bend, Klamath Falls, Lakeview, La Pine, R%Madras, Prineville, Redmond Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 - Fax (541) 385-3202 - https://www.deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of July 30, 2018 DATE: July 23, 2018 FROM: Thomas Kuhn, Health Services, TITLE OF AGENDA ITEM: Your Life Matters Suicide Prevention Grant RECOMMENDATION & ACTION REQUESTED: Staff recommend approval to submit grant application. ATTENDANCE: Whitney Schumacher, Community Health Specialist/Suicide Prevention; Jessica Jacks, Prevention Programs Supervisor; Tom Kuhn, Community Health Program Manager SUMMARY: Deschutes County Health Services is requesting approval to apply for Your Life Matters Suicide Prevention grant funds in the amount of $25,297.18. If awarded, the grant funds would be used to hire a local media agency to design and develop a regional website for Crook, Deschutes and Jefferson counties and to purchase evidence -based suicide prevention training materials and school curricula to support existing suicide prevention training efforts. Deschutes County Health Services a � GRANT APPLICATION REQUEST Official Grant Title: Your Life Matters Suicide Prevention Grants Source of Grant Funds: St. Charles Health system Foundation Funding Amount (include amount per year if multi le years): $25,297.18 Required Matching Funds (if No __applicable): Application Due Date and Method: August 3rd, 2018, 5:00pm, electronic submission _Submission FTE Required and Cost of FTE: None Staff Responsible: Whitne Schumacher Grant Administrator if awarded : Whitney Schumacher Please answer the following questions: 1. Briefly summarize what work the grant is intended to accomplish: Grant funds will be used to hire a local media agency to design and develop a regional (for Crook, Deschutes and Jefferson Counties) website and to purchase materials and supplies (evidence -based suicide prevention training materials and school curricula. 2. What priorities in the Health Services Strategic Plan would this grant activity support? Provide data to describe a documented health need that would be addressed and that is consistent with the Strategic Plan. This grant proposal aligns with DCHS Strategic Goals: Promote Health and Prevent Disease and Assure Needed Health and Human Services Suicide Death rates in Central Oregon as of 2015 (Oregon Violent Death Reporting System) 21.6 per 100, 000 in Crook County 18.3 per 100, 000 in Deschutes County 15.6 per 100, 000 in Jefferson County 3. Would this support core program activities and, if so, which one(s)? Are additional funds needed to support these activities? This would support existing suicide prevention training efforts in all three counties. If fully funded, no anfici anon of additional funds needed to su ort these activities. 4. Does this funding add new program activities? If so, what are the activities? Is it appropriate to add these new activities at this time? This would support existing suicide prevention training efforts. The website generated will be managed by Deschutes Coun# in collaboration with the Central Ore on Suicide Rev. 9/18/2015 _.......... ......, �....._._ ..........._....................................... 111- Prevention Alliance. The website will strengthen existing suicide prevention training, outreach and awareness efforts across the region. 5. Is there a science base to support delivering the activities and services listed? Please describe that science base. Yes—all trainings offered through the current Suicide Prevention Program are evidence - based and endorsed by the National Suicide Prevention Resource Center. Trainings offered include: QPR (Question, Persuade, Refer), ASIST (Applied Suicide Intervention Skills Training), Mental Health First Aid, and RESPONSE. 6. How long would the funding be available? If the funding is for less than three years, what is the plan to transition the work, staffing and expenses after the funding ends? One-time funding. The funds would be used to develop a website, which existing staff would manage. Assurance would be made to have the most up-to-date training materials for the community for long-term use. 7. What is the application deadline? Do you anticipate any problems meeting this deadline? August 3`d, 2018, 5:OOpm. No anticipated problems. 8. Do you have the staffing to write a competitive proposal? If not, how will you contract for these services? Yes—existing staff writing the proposal. 9. Are there any matching requirements? 10. What other partner organizations could potentially be applying? What is the plan to work with them? Anyone across the Central Oregon region can apply. There is currently collaboration for this effort with prevention office counterparts in Crook and Jefferson Counties. 11. What are the potential political issues that could arise as a result of this application, funding, and/or activity? Every effort is made to proceed with community-based, informed, and prioritized strategies so that political issues are minor. It is unknown what may surface from this funding opportunity, however no issues are anticipated. Rev.9/18/2015 12. What is the fiscal impact to the department if we are awarded this grant? Please attach fiscal impact analysis form completed with Business Manager approval. Budget Items ................................................._._..........._.,...._._...,,,..._,_...._... _.__,__...._............................. Contracts (estimated)$5,000 Cost Notes Website Development & Creative Design QPR Booklets, MHFA Materials, ASIST Materials, Udpated RESPONSE Materials & Supplies ____ ._._..___ $17,997.44 _._............._....... ........._._.. Curriculum Materials ......... .... _.._..._,.._...................-.................._._..............._.._..............._..._...._____ Total Direct: _ _.__. _. ........ ..._._....._..........._...........—....._ ............__.__._....__...........__._......$_22,997.44 Admin Cost $2,2 .......... _._.._.................._......._.... .., Overall Grant Total 1 $25,297.18 13. Will a contract be required if we are awarded this grant? If yes, is there sufficient time to complete the contract process (estimated timeline: 4-6 weeks) prior to starting the work? Yes, a contract will be required. Yes, there is sufficient time to complete the contract process. P' Department Dire for ignature Director to Attend Board Meeting? (check one) Contract Specialist Review: Board Meeting Date: Time: Grant Application Number: Rev. 9/18/2015 r 4} Date /-- ❑ Yes ❑ No Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 - Fax (541) 385-3202 - https://www,deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of July 30, 2018 DATE: July 25, 2018 FROM: Matthew Martin, Community Development, 541-330-4620 TITLE OF AGENDA ITEM: Potential Marijuana Production Appeal, 63845 Deschutes Market Road and Consideration of Order 2018-056 RECOMMENDATION & ACTION REQUESTED: On July 19, 2018, planning staff issued an approval to allow Jim Flahavin to establish marijuana production at 63845 Deschutes Market Road, Bend. The 12 -day appeal period ends on July 31, 2018. Attached is an order that would allow the Board to review any timely filed appeal of 247 -18 -000338 -AD. ATTENDANCE: Matthew Martin, Associate Planner STAFF MEMORANDUM Date: July 30, 2018 To: Board of County Commissioners From: Matthew Martin, AICP, Associate Planner Re: Administrative Decision (File No. 247 -18 -000338 -AD) to Hear Potential Appeal The Board of County Commissioners (Board) will conduct a work session on July 30th at 1:30 PM and will consider hearing a potential appeal of an administrative decision (File No. 247 -18 -000338 - AD) approving a marijuana production application. I. Application On April 10, 2018, an application was filed for an Administrative Determination (AD) to establish marijuana production at 63845 Deschutes Market Road, Bend. The subject property is located within the Exclusive Farm Use (EFU) zone. The proposed marijuana production consists of a maximum 2,500 square feet of mature plant canopy area located entirely within an existing, fully enclosed accessory structure on the subject property. II. Decision On May 10, 2018, the application was deemed complete. The Planning Division issued an administrative decision without a public hearing on July 19, 2018, determining the applicant met the applicable criteria (Attachment 1). Notice of the decision was sent to neighboring property owners within 750 feet and those that provided comments. The decision becomes final if not appealed by 5:00 PM on July 31, 2018. III. Appeal Although no appeal has been filed yet, staff considers an appeal is probable based on public comments. IV. 150 -day Issuance of a Final Local Decision The 150 -day period for issuance of a final local decision is October 7, 2018. V. Board Options Section 22.28.050 of the Deschutes County Code authorizes the Board of County Commissioners to initiate review of any administrative action or a Hearings Body's decision within 12 days of the date of mailing of the final written decision of the Planning Director or lower Hearings Body. The 12`" day following the mailing date of this decision is July 31, 2018, Attachment 4 is a Board Order to initiate a de novo review of this file, should a timely appeal be filed. Attachments: 1. Administrative Decision for File No. 247 -18 -000338 -AD 2. Plot Plan 3. Area Map 4. Board Order to Initiate Review 247 -18 -000338 -AD Page 2 of 2 ATTACHMENT 1 Administrative Decision for File No. 247 -18 -000338 -AD This page intentionally left blank FINDINGS & DECISION FILE NUMBER: 247 -18 -000338 -AD APPLICANT: Jim Flahavin 63845 Deschutes Market Road Bend, OR 97701 OWNER: J&G Real Estate Holdings, LLC 63845 Deschutes Market Road Bend, OR 97701 ATTORNEY: Michael R. Hughes Hughes Law and The Hughes Companies Mailing Date: Thursday, July 19, 2018 PROPOSAL: Administrative Determination to establish marijuana production in the Exclusive Farm Use zone. STAFF CONTACT: Matthew Martin, AICP, Associate Planner I. APPLICABLE CRITERIA Title 18, Deschutes County Zoning Ordinance Chapter 18.16, Exclusive Farm Use Zones Chapter 18.116, Supplementary Provisions Title 22, Deschutes County Development Procedures Ordinance 11. BASIC FINDINGS A. LOCATION: The subject property has an assigned address of 63845 Deschutes Market Road, Bend, and is identified on County Assessor Tax Map 17-12-11 as Tax Lots 500 and 600. B. LOT OF RECORD: The property is a legal lot of record as found in lot of record determinations 247-18-000169-LR/170-LR. 117 NW LafayeVe Avenue, Bend, Oregon 97703 1 P.O. Box 6005, Bend, OR 97708-6005 QN (54-1) 388-6575 @ cddCUdeschutes .org @,A/vvw.deschutes.org/cd www.deschutes.org/cc C. ZONING: The property is zoned Exclusive Farm Use (EFU) - Tumalo/Redmond/Bend and is designated Agriculture on the Deschutes County Comprehensive Plan. D. PROPOSAL: The applicant is proposing marijuana production on the subject property in the EFU zone. The proposed marijuana production includes 2,500 square feet of mature plant canopy area located entirely within an existing accessory structure on the subject property. E. SITE DESCRIPTION: The subject property is rectangular in shape with frontage on Deschutes Market Road, a rural local road, along the entirety of the eastern property line. The topography of the property is varied throughout with areas leveled for development. Vegetation consists of scattered juniper trees, a large willow, irrigated grasses, and native groundcover. Vehicular access is via a driveway off Deschutes Market Road. Existing development is generally concentrated in the eastern portion of the property and includes a single-family dwelling, two small accessory structures, a larger accessory structure, fencing, two ponds, and other ancillary improvements. Photo 1. Aerial Photo of Subject Property Photo 2. Subject Property Viewed From Southeast Photo 3. Subject Property Viewed From Northeast 247-18-000338-AD/Flahavin Page 2 of 20 F. NOTICE OF APPLICATION: The Planning Division mailed a written notice of this application to property owners within 750 feet of the subject property and agencies on April 18, 2018. In addition, the applicant submitted a Land Use Action Sign Affidavit indicating a land use action sign was posted on the property on April 18, 2018. G. AGENCY COMMENTS: The Planning Division mailed a Notice of Application and received comments from the following agencies: 1. Deschutes County Building Division: NOTICE The Deschutes County Building Safety Divisions code mandates that Access, Egress, Setbacks, Fire & Life Safety, Fire Fighting Water Supplies, etc. must be specifically addressed during the appropriate plan review process with regard to any proposed structures and occupancies. Accordingly, all Building Code required items will be addressed, when a specific structure, occupancy, and type of construction is proposed and submitted for plan review. 2. Deschutes County Transportation Planner: I have reviewed the transmittal materials for 247 -18 -000338 -AD for a marijuana production (growing) operation in the Exclusive Farm Use (EFU) at 63845 Deschutes Market Road, aka 17-12-11 B, Tax Lots 500 and 600. Deschutes County Code (DCC) at 18.116.330(B)(8) only requires proof of legal direct access to the property or access from a private easement for a grow of more than 5,000 square feet of mature canopy. The proposal is for 2,560 square feet of mature canopy, so the access requirement does not apply. The applicant needs to provide a copy of their driveway permit to access Deschutes Market Road or make obtaining a driveway permit from the County a condition of approval to comply with DCC 17.48.210(A). The traffic study requirements of DCC 18.116.310 are not applicable for a marijuana production application as no site plan is required for this application. Thus no traffic study can be required. Board Resolution 2013-020 sets an SDC rate of $3,937 per p.m. peak hour trip. The County uses the most recent edition of the Institute of Traffic Engineers (ITE) trip generation manual to assess SDCs. The ITE manual does not contain a category for marijuana production. In consultation with the Road Department Director and Planning staff, the County has determined the best analog use is Warehouse (Land Use 150) based on the storage requirements and employees of this activity. The ITE indicates Warehouse generates 0.32 p.m. peak hour trips per 1,000 square feet. The applicant's materials indicates the building used for production is 2,560 square feet. County SDCs are based on the building's total square footage related to cannabis production and support and not the square footage of the mature canopy. Thus the site would generate would generate 0.82 p.m. peak hour trips (2.56 X 0.32). The resulting SDC is $3,228 (0.82 X $3,937). The 247-18-000338-AD/Flahavin Page 3 of 20 SDC is due prior to issuance of certificate of occupancy, if a certificate of occupancy is not applicable, then the SDC is due within 60 days of the land use decision becoming final. 3. Oregon Department of State Lands: Mapped wetland/waterway features: ® The national wetlands inventory shows a wetland on the property. Oregon Removal -Fill requirement (s): ® A state permit is required for 50 cubic yards or more of removal and/or fill in wetlands, below ordinary high water of streams, within other waters of the state, or below highest measured tide where applicable. Your activity: ® It is unlikely that there are jurisdictional wetlands or waterways on the property based upon a review of wetland maps, the county soil survey and other information. ® This is a preliminary jurisdictional determination and is advisory only. Comments: Pond and any wet areas on site are likely created for irrigation or stock water storage, less than 1 acre, and therefore not jurisdictional. 4. The following organizations and agencies did not respond or had no comments: Bend Fire Department, Central Oregon Irrigation District, Deschutes County Assessor, Deschutes County Environmental Soils, Deschutes County Road Department, Oregon Liquor Control Commission, and Watermaster — District 11. H. PUBLIC COMMENTS: As of the date of this decision, staff received two letters and a petition signed by nine individuals expressing opposition to the application. The opposition and concerns identified include: Odor 2. Light 3. Fire Hazards 4. Traffic 5. Impact on Property Values 6. Health Impacts (Eye Irritation, Severe headaches, respiratory problems) 7. Crime 8. "Cartel like Atmosphere" 9. Violation of Federal Law STAFF COMMENT: Applicable criteria and standards of the Deschutes County Code (DCC) Title 18, County Zoning, are addressed below. The DCC section pertaining specifically to marijuana production does not include approval criteria or standards related to the issue areas listed in items 3-9 above. For this reason, staff does not address those issues in this decision. 247-18-000338-AD/Flahavin Page 4 of 20 I. REVIEW PERIOD: This application was submitted on April 10, 2018. It was deemed complete and accepted for review on May 10, 2018, The 150th and final day for the County to issue a final land use decision is October 7, 2018. III. FINDINGS Title 18 DESCHUTES COUNTY CODE, COUNTY ZONING A. CHAPTER 18.16. EXCLUSIVE FARM ZONE Section 18 16.020. Uses Permitted Outright. The following uses and their accessory uses are permitted outright. S. Marijuana production, subject to the provisions of DCC 18.116.330. FINDING: The applicant is proposing to establish marijuana production on the subject property, a use permitted outright subject to compliance with the applicable provisions of DCC 18.116.330. Compliance with the provisions of DCC 18.116.330 is addressed below. Section 18.16.060. Dimensional Standards. E. Building height. No building or structure shall be erected or enlarged to exceed 30 feet in height, except as allowed under DCC 18.120.040. FINDING: No new structures are proposed. The applicant proposes to use the existing accessory structure for the marijuana production use. Therefore, this criterion is not applicable. 3. Section 18.16.070. Yards. A. The front yard shall be a minimum of.• 40 feet from a property line fronting on a local street, 60 feet from a property line fronting on a collector street, and 100 feet from a property line fronting on an arterial street. B. Each side yard shall be a minimum of 25 feet, except that for a nonfarm dwelling proposed on property with side yards adjacent to property currently employed in farm use, and receiving special assessment for farm use, the side yard shall be a minimum of 100 feet. C. Rear yards shall be a minimum of 25 feet, except that for a nonfarm dwelling proposed on property with a rear yard adjacent to property currently employed in farm use, and receiving special assessment for farm use, the rear yard shall be a minimum of 100 feet. D. In addition to the setbacks set forth herein, anygreater setbacks required by applicable building or structural codes adopted by the State of Oregon and/or the County under DCC 15.04 shall be met. 247-1 8-000338-AD/Fla h avi n Page 5 of 20 FINDING: No new structures are proposed. The applicant proposes to use the existing accessory structure for the marijuana production use. The accessory structure exceeds the minimum yard setback requirements, therefore, this criterion is met. B. CHAPTER 18.116. SUPPLEMENTARY PROVISIONS 1. Section 18.116.330, Marijuana Production, Processing, and Retailing. A. Applicability. Section 18.116.330 applies to: 1. Marijuana Production in the EFU, MUA-10, and RI zones. FINDING: The applicant is proposing to establish marijuana production in the EFU Zone. This section applies. B. Marijuana production and marijuana processing. Marijuana production and marijuana processing shall be subject to the following standards and criteria: 1. Minimum Lot Area. a. In the EFU and MUA-10 zones, the subject legal lot of record shall have a minimum lot area of five (5) acres. FINDING: Pursuant to DCC 18.04, Title, Purpose and Definitions: "Lot area" means the total horizontal area contained within the lot lines. Said area shall be computed as gross area for lots larger than 2.5 acres and net area for lots 2.5 acres and smaller. The total horizontal net area within lot lines of a lot is that square footage of a lot that is free from roads, streets, rights of way or easements of access to other property. Provided, however, that the Planning Director or Hearings Body shall include in gross lot areas all streets, roads, and easement of access to other property that would accrue to that lot if the road, street or easement were vacated, and shall treat the gross area of lots that have never been previously described of record as other than fractions of a section as if the section contained 640 acres, in cases where a lot is sought to be partitioned. The subject property is currently approximately 4.5 acres. A lot consolidation (file no. 247 -18- 000334 -LL) has been approved that consolidates the subject property with tax lot 17-12-11 B 600 resulting in a total of 4.77 acres in net area. Based on the definition above, the lot area of the subject property is calculated in gross area. With the consolidation and the inclusion of road right-of-way, the gross area of the subject property is 5.02 acres in gross area, thereby complying with this criterion. It shall be a condition of approval that the lot consolidation shall be completed prior to initiating the use. CONDITION OF APPROVAL: Lot consolidation 247 -18 -000334 -LL shall be completed prior to initiating the use. 247-18-000338-AD/Flahavin Page 6 of 20 Z Indoor Production and Processing. a. In the EFU zone, marijuana production and processing shall only be located in buildings, including greenhouses, hoop houses, and similar structures. b. In all zones, marijuana production and processing are prohibited in any outdoor area. FINDING: The applicant is proposing to use the existing "shop" accessory structure for marijuana production. Thus, the proposed operation will be for indoor production. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: As an ongoing condition of approval, marijuana production is prohibited in any outdoor area. 3. Maximum Mature Plant Canopy Size. In the EFU zone, the maximum canopy area for mature marijuana plants shall apply as follows: a. Parcels from 5 acres to less than 10 acres in lot area: 2,500 square feet. b. Parcels equal to orgreater than 10 acres to less than 20 acres in lot area. 5,000 square feet. The maximum canopy area for mature marijuana plants may be increased to 10,000 square feet upon demonstration by the applicant to the County that: L The marijuana production operation was lawfully established prior to January 1, 2015; and ii. The increased mature marijuana plant canopy area will not generate adverse impact of visual, odor, noise, lighting, privacy or access greater than the impacts associated with a 5,000 square foot canopy area operation. C. Parcels equal to orgreater than 20 acres to less than 40 acres in lot area: 10,000 square feet. d. Parcels equal to orgreater than 40 acres to less than 60 acres in lot area: 20,000 square feet. e. Parcels equal to or greater than 60 acres in lot area: 40,000 square feet. FINDING: The applicant is proposing 2,500 square feet of mature plant canopy area. As previously found, the subject property is 5.02 acres. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: The maximum canopy area for mature marijuana plants shall not exceed 2,500 square feet at any time. 247-1 8-000338-AD/Fla havi n Page 7 of 20 4. Maximum Building Floor Area. In the MUA-10 zone, the maximum building floor area used for all activities associated with marijuana production and processing on the subject property shall be: a. Parcels from 5 acres to less than 10 acres in lot area: 2,500 square feet. b. Parcels equal to or greater than 10 acres: 5,000 square feet. FINDING: The subject property is zoned EFU, not MUA-10. Therefore, these standards are not applicable. S. Limitation on License/Grow Site per Parcel. No more than one (1) Oregon Liquor Control ,Commission (OLCC) licensed marijuana production or Oregon Health Authority (OHA) registered medical marijuana grow site shall be allowed per legal parcel or lot. FINDING: The applicant is proposing to associate one (1) Oregon Liquor Control Commission (OLCC) marijuana production license with the subject property. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: Only one OLCC license shall be allowed per legal parcel for the marijuana production use. 6. Setbacks. The following setbacks shall apply to all marijuana production and processing areas and buildings: a. Minimum Yard Setback/Distance from Lot Lines: 100 feet. FINDING: The submitted plot plan identifies the existing building used for marijuana production is setback no less than 100 feet from any property line. Staff finds this standard is met. b. Setback from an off-site dwelling. 300 feet. For the purposes of this criterion, an off-site dwelling includes those proposed off-site dwellings with a building permit application submitted to Deschutes County prior to submission of the marijuana production or processing application to Deschutes County. FINDING: The submitted plot plan identifies the distance from off-site dwellings in all directions with the closest being 303 feet from the existing building used for marijuana production. Staff utilized DIAL, the Deschutes County online property information system, to confirm this distance. This standard is met. C. Exception: Any reduction to these setback requirements may be granted by the Planning Director or Hearings Body provided the applicant demonstrates the reduced setbacks afford equal or 247-1 8-000338-AD/Fla havi n Page 8 of 20 greater mitigation of visual, odor, noise, lighting, privacy, and access impacts. FINDING: The applicant is not requesting a setback exception. Staff finds this criterion does not apply. 7. Separation Distances. Minimum separation distances shall apply as follows: a. The use shall be located a minimum of 1000 feet from: i. A public elementary or secondary school for which attendance is compulsory under Oregon Revised Statutes 339.010, et seq., including any parking lot appurtenant thereto and any property used by the school, ii. A private or parochial elementary or secondary school, teaching children as described in ORS 339.030(1)(a), including any parking lot appurtenant thereto and any property used by the school, iii. A licensed child care center or licensed preschool, including any parking lot appurtenant thereto and any property used by the child care center or preschool. This does not include licensed or unlicensed child care which occurs at or in residential structures, iv. A youth activity center,• and V. National monuments and state parks. b. For purposes of DCC 18.116.330(B)(7), all distances shall be measured from the lot line of the affected properties listed in DCC 18.116.330(B)(7)(a) to the closest point of the buildings and land area occupied by the marijuana producer or marijuana processor. C. A change in use of another property to those identified in DCC 18.116.330(B)(7) shall not result in the marijuana producer or marijuana processor being in violation of DCC 18.116.330(B)(7) if the use is: i. Pending a local land use decision, ii. Licensed or registered by the State of Oregon; or iii. Lawfully established. FINDING: The applicant indicates there are no schools, licensed child care centers, youth activity centers, national monuments, or state parks within 1,000 of the subject property. As the surrounding properties are zoned EFU, the above uses would require land use approval. Staff utilized DIAL, the Deschutes County online property information system, to verify the uses of properties within 1,000 feet of the use. Staff found there are 16 properties within 1,000 feet of the subject property, none of which have received approval for the above listed uses. This criterion is met. 247-1 8-000338-AD/Fla havi n Page 9 of 20 8. Access. Marijuana production over 5,000 square feet of canopy area for mature marijuana plants shall comply with the following standards. a. Have frontage on and legal direct access from a constructed public, county, or state road; or b. Have access from a private road or easement serving only the subject property. C. If the property takes access via a private road or easement which also serves other properties, the applicant shall obtain written consent to utilize the easement or private road for marijuana production access from all owners who have access rights to the private road or easement. The written consent shall. L Be on a form provided by the County and shall contain the following information, ii. Include notarized signatures of all owners, persons and properties holding a recorded interest in the private road or easement, iii. Include a description of the proposed marijuana production or marijuana processing operation; and iv. Include a legal description of the private road or easement. FINDING: The applicant is proposing 2,500 square feet of canopy area for mature marijuana plants. Because the proposed canopy area for mature marijuana plants is less 5,000 square feet, these criteria are not,applicable. 9. Lighting. Lighting shall be regulated as follows: a. Inside building lighting, including greenhouses, hoop houses, and similar structures, used for marijuana production shall not be visible outside the building from 7:00 p.m. to 7:00 a.m. on the following day. b. Lighting fixtures shall be fully shielded in such a manner that all light emitted directly by the lamp or a diffusing element, or indirectly by reflection or refraction, is projected below the horizontal plane through the lowest light -emitting part. C. Light cast by exterior light fixtures other than marijuana grow lights shall comply with DCC 15. 10, Outdoor Lighting Control. FINDING: The applicant proposes to use the existing, completely enclosed "shop" accessory building for marijuana production resulting in no lights used in the operation visible from outside the structure. 247-1 8-000338-AD/Fla havi n Page 10 of 20 Comments received express concern with "lights on at night" and "the constant bright lights this would have on" but do not provide any evidence that the proposed use of the existing building as described above will not comply with the lighting criteria. Based on the information above, staff finds these criteria are met. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: Inside building lighting used for marijuana production shall not be visible outside the building from 7:00 p.m. to 7:00 a.m. on the following day. Lighting fixtures shall be fully shielded in such a manner that all light emitted directly by the lamp or a diffusing element, or indirectly by reflection or refraction, is projected below the horizontal plane through the lowest light -emitting part. The light cast by exterior light fixtures other than marijuana growing lights shall comply with DCC 15.10, Outdoor Lighting Control. 10. Odor. As used in DCC 18.116.330(8)(10), building means the building, including greenhouses, hoop houses, and other similar structures, used for marijuana production or marijuana processing. a. The building shall be equipped with an effective odor control system which must at all times prevent unreasonable interference of neighbors' use and enjoyment of their property. b. An odor control system is deemed permitted only after the applicant submits a report by a mechanical engineer licensed in the State of Oregon demonstrating that the system will control odor so as not to unreasonably interfere with neighbors' use and enjoyment of their property. C. Private actions alleging nuisance or trespass associated with odor impacts are authorized, if at all, as provided in applicable state statute. d. The odor control system shall: i. Consist of one or more fans. The fan(s) shall be sized for cubic feet per minute (CFM) equivalent to the volume of the building (length multiplied by width multiplied by height) divided by three. The filter(s) shall be rated for the required CFM; or ii. Utilize an alternative method or technology to achieve equal to or greater odor mitigation than provided by (i) above. e. The system shall be maintained in working order and shall be in use. FINDING: The applicant submitted an odor report by Rob James, P.E. of Colebreit Engineering, a mechanical engineer licensed in the State of Oregon (#65108PE). The report states odor will be mitigated as follows for the proposed building: 247-18-000338-AD/Flahavin Page 11 of 20 Each room will use carbon filtration for odor mitigation purposes. This system is designed to manage any odor to not unreasonably interfere with neighbors' use and enjoyment of their property. This system consists of multiple in-line fans with attached carbon filters as described below. 1 151 floor: The larger flower room has a volume of 3,240 CF, which will require a carbon filtered air flow of 1,080 CFM. This flower room will have (1) 12" Max -Fan (1,440 CFM @ 0.5") in-line fan, or similar, with an attached Can 150 carbon filter, or similar. The carbon filtered airflow will be 1,440 CFM in this space, thus meeting the code requirement. 2. 151 floor: The three smaller flower rooms and the veg room each have a volume of 2,790 CF, which will require a carbon filtered air flow of 930 CFM. These rooms will each have (1) 12" Max -Fan (1,440 CFM require a carbon filtered airflow of 930 CFM. These rooms will each have (1) 12" Max -Fan (1,440 CFM @ 0.5') in-line fan, or similar, with an attached Can 150 carbon filter, or similar. The carbon filtered airflow will be 1,440 CFM in each space, thus meeting the code requirement. 3. 2nd floor. The office/trim room has a volume of 5,265 CF, which will require a carbon filtered air flow of 1,755 CFM. This flower room will have (2) 10" Max -Fan (880 CFM @ 0.5') in-line fan, or similar, with an attached Can 125 carbon filter, or similar. The carbon filtered air flow will be 1,760 CFM in this space, thus meeting the code requirement. 4. 2nd floor: The drying room has a volume of 4,485 CF, which will require a carbon filtered air flow of 1,495 CFM. This flower room will have (2) 10" Max -Fan (880 CFM @ 0.5') in-line fan, or similar, with an attached Can 125 carbon filter, or similar. The carbon filtered airflow will be 1,760 CFM in this space, thus meeting the code requirement. S. 2nd floor: The veg room has a volume of 1,950 CF, which will require a carbon filtered air flow of 650 CFM. This flower room will have (1) 10" Max -Fan (880 CFM @ 0.5') in-line fan, or similar, with on attached Can 125 carbon filter, or similar. The carbon filtered air flow will be 880 CFM in this space, thus meeting the code requirement. Comments received express general concern with odor but do not challenge the effectiveness of the proposed system to mitigate odor. In several previous decisions, the Board of County Commissioners found engineer's reports did not provide adequate specificity to determine compliance with this standard. However, in Robert P. King v. Deschutes County LUBA No. 2017-126, the Oregon Land Use Board of Appeals (LUBA) affirmed that the engineer's report in that application could be reasonably relied upon to conclude that this standard is met and does not have to include an "as built" or "site-specific demonstration." Based on this information, if the system described above is constructed within the guidelines and maintained per the manufacturer's recommendations, the odor control system will control odor so as to not unreasonably interfere with neighbor's use and enjoyment of their property. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. 247-1 8-000338-AD/Fla havi n Page 12 of 20 CONDITION OF APPROVAL: The proposed odor control system must at all times prevent unreasonable interference with neighbors' use and enjoyment of their property. The odor control system shall be maintained in working order and shall be in use. 11. Noise. Noise produced by marijuana production and marijuana processing shall comply with the following. a. Sustained noise from mechanical equipment used for heating, ventilation, air condition, odor control, fans and similar functions shall not exceed 30 dB(A) measured at any property line between 10:00 p.m. and 7.00 a.m. the following day. b. Sustained noise from marijuana production is exempt from protections of DCC 9.12 and ORS 30.395, Right to Farm. Intermittent noise for accepted farming practices is permitted. FINDING: The applicant submitted a noise report by Rob James, P.E. of Colebreit Engineering, a mechanical engineer licensed in the State of Oregon (#65108PE). The report states noise will be mitigated as follows for the proposed building: The building is located approximately 167.7' from the north property line, 169.1' from the east property line, 100.4' from the south property line, and 422.2' from the west property line. There are ten outdoor units from the space conditioning system that will contribute to outdoor noise. The combined noise generated by these units, if all are operating simultaneously, is 87.7 dBA. 6'-0" high sound barrier wall will be required 2 feet away from the AC units on the south side and on the north side to keep sound levels at the any property line below 30 dBA. Based on the report provided by Mr. James, the design and operation of the mechanical equipment including the construction of the proposed sound barriers will comply with this standard. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: Sustained noise from mechanical equipment used for heating, ventilation, air conditioning, odor control, fans and similar functions shall not exceed 30 dB(A) measured at any property line between 10:00 p.m. and 7:00 a.m. the following day. 12. Screening and Fencing. The following screening standards shall apply to greenhouses, hoop houses, and similar non -rigid structures and land areas used for marijuana production and processing. a. Subject to DCC 18.84, Landscape Management Combining Zone approval, if applicable. b. Fencing shall be finished in a muted earth tone that blends with the surrounding natural landscape and shall not be constructed of temporary materials such as plastic sheeting, hay bales, 247-1 8-000338-AD/Fla havi n Page 13 of 20 tarps, etc., and shall be subject to DCC 18.88, Wildlife Area Combining Zone, if applicable. C. Razor wire, or similar, shall be obscured from view or colored a muted earth tone that blends with the surrounding natural landscape. d. The existing tree and shrub cover screening the development from the public right-of-way or adjacent properties shall be retained to the maximum extent possible. This provision does not prohibit maintenance of existing lawns, removal of dead, diseased or hazardous vegetation; the commercial harvest of forest products in accordance with the Oregon Forest Practices Act, or agricultural use of the land. FINDING: The subject property is not located in the Landscape Management Combining Zone. The applicant indicates no new fencing is proposed as part of a security plan but adds that if fencing is utilized it will comply with these requirements. The applicant notes, and staff confirmed, there is existing barb wire fencing on the property. This fencing is used as a boundary to the property and pasture areas. As identified on the photos herein and confirmed on site visit, there is existing trees and shrub cover that screens the building from the Deschutes Market Road right-of-way and adjacent properties. Retention of this vegetation is required except for the removal of dead, diseased or hazardous vegetation. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: Fencing and retention of existing tree and shrub cover shall comply with the fencing and screening standards of DCC 18.116.330(B)(12). 13. Water. The applicant shall provide: a. A copy of a water right permit, certificate, or other water use authorization from the Oregon Water Resource Department; or b. A statement that water is supplied from a public or private water provider, along with the name and contact information of the water provider; or C. Proof from the Oregon Water Resources Department that the water to be used is from a source that does not require a water right. FINDING: The submitted burden of proof indicates the subject property has 4.0 acres of irrigation rights from Central Oregon Irrigation District. The record includes a statement from Central Oregon Irrigation District confirming the allocation of this water right to the subject property. The applicant is also in process of obtaining nursery and other ground water rights with the Oregon Water Resource Department (Application No. G-18526). The applicant emphasizes they will not use any well water prior to obtaining ground water rights. Prior to obtaining ground water rights, the applicant proposes to have water hauled to the property from Bend Water Hauling. The application includes a will serve letter from Bend Water Hauling dated February 6, 2018. 247-18-000338-AD/Flahavin Page 14 of 20 Based on the above information, staff finds the above standard is met. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: The use of water from any source for marijuana production shall comply with all applicable state statutes and regulations including ORS 537.545 and OAR 690-340- 0010. 14. Fire protection for processing of cannabinoid extracts. Processing of cannabinoid extracts shall only be permitted on properties located within the boundaries of or under contract with a fire protection district. FINDING: The processing of cannabinoid extracts is not proposed. Therefore, this criterion does not apply. 15. Utility Verification. A statement from each utility company proposed to serve the operation, stating that each such company is able and willing to serve the operation, shall be provided. FINDING: The applicant provided a "will serve" letter from Central Electric Co -Operative (CEC), Inc. dated January 31, 2018. The letter states the following: Central Electric Cooperative has review the provided load information (New 1,000 amp, 277/480 volt Three Phase service for Cannabis Grow Facility) and is willing and able to serve this location in accordance with the rates and policies of Central Electric Cooperative. Staff finds this criterion is met. 16. Security Cameras. If security cameras are used, they shall be directed to record only the subject property and public rights-of-way, except as required to comply with requirements of the OLCC or the OHA. FINDING: The applicant states any and all security cameras installed on the subject property will comply with this requirement. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: Security cameras shall be directed to record only the subject property and public rights-of-way, except as required to comply with requirements of the OLCC. 17. Secure Waste Disposal. Marijuana waste shall be stored in a secured waste receptacle in the possession of and under the control of the OLCC licensee or OHA Person Responsible for the Grow Site (PRMG). 247-18-000338-AD/Flahavin Page 15 of 20 FINDING: The submitted burden of proof indicates all waste will be stored in secure receptacles, within a limited access area on the property and thus will always be under the control of the OLCC licensee. The secure receptacle will be located inside the building that is subject of this proposal. Based on this information, staff finds this criterion is met. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: The marijuana waste receptacle shall be stored in a secured waste receptacle in the possession of and under the control of the OLCC licensee at all times. 18. Residency. In the MUA-10 zone, a minimum of one of the following shall reside in a dwelling unit on the subject property. a. An owner of the subject property, b. A holder of an OLCC license for marijuana production, provided that the license applies to the subject property, or C. A person registered with the OHA as a person designated to produce marijuana by a registry identification cardholder, provided that the registration applies to the subject property. FINDING: The subject property is not in the MUM 0 Zone. These criteria do not apply. 19. Nonconformance. All medical marijuana grow sites lawfully established prior to June 8, 2016 by the Oregon Health Authority shall comply with the provisions of DCC 18.116.330(B)(9) by September 8, 2016 and with the provisions of DCC 18.116.330(8)(10-12, 16, 17) by December 8, 2016. FINDING: The subject property was not a lawfully established medical marijuana grow site. This criterion does not apply. 20. Prohibited Uses. a. In the EFU zone, the following uses are prohibited. i. A new dwelling used in conjunction with a marijuana crop, ii. A farm stand, as described in ORS 215.213(1)(r) or 215.283(1)(o), used in conjunction with a marijuana crop; M. A commercial activity, as described in ORS 215.213(2)(c) or 215.283(2)(a), carried on in conjunction a marijuana crop, and iv. Agri -tourism and other commercial events and activities in conjunction with a marijuana crop. C. In the EFU, MUA-10, and Rural Industrial zones, the following uses are prohibited on the same property as marijuana production: 247-1 8-000338-AD/Fla havi n Page 16 of 20 i. Guest Lodge. ii. Guest Ranch. iii. Dude Ranch. iv. Destination Resort. V. Public Parks. vi. Private Parks. vii. Events, Mass Gatherings and Outdoor Mass Gatherings. viii. Bed and Breakfast. ix. Room and Board Arrangements. FINDING: The applicant stated, and staff has confirmed, that none of the above uses are currently authorized on the subject property. Further, the applicant does not propose to engage in any of the above-described uses. It shall be an ongoing condition of approval to emphasize the importance of compliance with this criterion. CONDITION OF APPROVAL: The uses listed in DCC 18.116.330(B)(20) shall be prohibited on the subject property so long as marijuana production is conducted on the site. D. Annual Reporting 1. An annual report shall be submitted to the Community Development Department by the real property owner or licensee, if different, each February 1, documenting all of the following as of December 31 of the previous year, including the applicable fee as adopted in the current County Fee Schedule and a fully executed Consent to Inspect Premises form: a. Documentation demonstrating compliance with the: i. Land use decision and permits. ii. Fire, health, safety, waste water, and building codes and laws. iii. State of Oregon licensing requirements. b. Failure to timely submit the annual report, fee, and Consent to Inspect Premises form or to demonstrate compliance with DCC 18.116.330(C)(1)(a) shall serve as acknowledgement by the real property owner and licensee that the otherwise allowed use is not in compliance with Deschutes County Code, authorizes permit revocation under DCC Title 22, and may be relied upon by the State of Oregon to deny new or license renewal(s) for the subject use. C. Other information as may be reasonably required by the Planning Director to ensure compliance with Deschutes County Code, applicable State regulations, and to protect the public health, safety, and welfare. d. Marijuana Control Plan to be established and maintained by the Community Development Department. 247-18-000338-AD/Flahavin Page 17 of 20 e. Conditions of Approval Agreement to be established and maintained by the Community Development Department. f. This information shall be public record subject to ORS 992.502(97). FINDING: Compliance with the annual reporting obligation of this section is required. Compliance with this requirement shall be a condition of approval. CONDITION OF APPROVAL: The annual reporting requirements of DCC 18.116.330(D) shall be met. IV. CONCLUSION Based on the foregoing findings, staff concludes that the proposed marijuana production can comply with the applicable standards and criteria of the Deschutes County zoning ordinance if conditions of approval are met. V. TRANSPORTATION SYSTEM DEVELOPMENT CHARGES (SDCs) Board Resolution 2013-020 sets an SDC rate of $3,937 per p.m. peak hour trip. The County uses the most recent edition of the Institute of Traffic Engineers (ITE) trip generation manual to assess SDCs. The ITE manual does not contain a category for marijuana production. In consultation with the Road Department Director and Planning staff, the County has determined the best analog use is Warehouse (Land Use 150) based on the storage requirements and employees of this activity. The ITE indicates Warehouse generates 0.32 p.m. peak hour trips per 1,000 square feet. The applicant's materials indicates the building used for production is 2,560 square feet. County SDCs are based on the building's total square footage related to cannabis production and support and not the square footage of the mature canopy. Thus the site would generate would generate 0.82 p.m. peak hour trips (2.56 X 0.32). The resulting SDC is $3,228 (0.82 X $3,937). The SDC is due prior to issuance of certificate of occupancy; if a certificate of occupancy is not applicable, then the SDC is due within 60 days of the land use decision becoming final. VI. DECISION APPROVAL, subject to the following conditions of approval. VII. ONGOING CONDITIONS OF APPROVAL A. Use & Location: Marijuana production is conditionally approved inside the approved grow building. This approval is based upon the application, site plan, specifications, and supporting documentation submitted by the applicant. Any substantial change in this approved use will require review through a new land use application. 247-1 8-000338-AD/Fla havi n Page 18 of 20 B. Lot Consolidation: Lot consolidation 247 -18 -000334 -LL shall be completed prior to initiating the use. C. Indoor Production: Marijuana production is prohibited in any outdoor area. D. Maximum Mature Plant Canopy Size: The maximum canopy area for mature marijuana plants shall not exceed 2,500 square feet at any time. E. OLCC Licensee: Only one OLCC license shall be allowed per legal parcel for the marijuana production use. F. Lighting: Inside building lighting used for marijuana production shall not be visible outside the building from 7:00 p.m. to 7:00 a.m. on the following day. Lighting fixtures shall be fully shielded in such a manner that all light emitted directly by the lamp or a diffusing element, or indirectly by reflection or refraction, is projected below the horizontal plane through the lowest light -emitting part. The light cast by exterior light fixtures other than marijuana growing lights shall comply with DCC 15.10, Outdoor Lighting Control. G. Odor: The proposed odor control system must at all times prevent unreasonable interference with neighbors' use and enjoyment of their property. The odor control system shall be maintained in working order and shall be in use. H. Noise: Sustained noise from mechanical equipment used for heating, ventilation, air conditioning, odor control, fans and similar functions shall not exceed 30 dB(A) measured at any property line between 10:00 p.m. and 7:00 a.m. the following day. Screening: The existing tree and shrub cover screening the development from the public right-of-way or adjacent properties shall be retained to the maximum extent possible. This provision does not prohibit the maintenance of existing lawns, removal of dead, diseased or hazardous vegetation; the commercial harvest of forest products in accordance with the Oregon Forest Practices Act; or agricultural use of the land. j. Water: The use of water from any source for marijuana production shall comply with all applicable state statutes and regulations including ORS 537.545 and OAR 690-340- 0010. K. Security Cameras: Security cameras shall be directed to record only the subject property and public rights-of-way, except as required to comply with requirements of the OLCC. L. Waste: The marijuana waste receptacle shall be stored in a secured waste receptacle in the possession of and under the control of the OLCC licensee at all times. 247-1 8-000338-AD/Fla havi n Page 19 of 20 M. Prohibited Uses: The uses listed in DCC 18.116.330(B)(20) shall be prohibited on the subject property so long as marijuana production is conducted on the site. N. Annual Reporting: The annual reporting requirements of DCC 18.116.330(D) shall be met. O. Permits: The applicant shall obtain any permits required through the Deschutes County Building Division and Environmental Soils Division. VIII. DURATION OF APPROVAL The applicant shall complete all conditions of approval and initiate the use within two (2) years of the date this decision becomes final, or obtain an extension of time pursuant to Section 22.36.010 of the County Code, or this approval shall be void. This decision becomes final twelve (12) days after the date of mailing, unless appealed by a party of interest. DESCHUTES COUNTY PLANNING DIVISION Written by: Matthew Martin, AICP, Associate Planner Reviewed by: Peter Gutowsky, Planning Manager 247-18-000338-AD/Flahavin Page 20 of 20 ATTACHMENT 2 NOW This page intentionally left blank tvat-ow't" I aro X— cum No; BLdx .nsar �aov RA olavotd FAM =' . s3m Sir I UVON n3 rI __ { A� h vwm a 1at::. Lt'sn:nw 9tR- FPs lnnn,.' 5� ys y ARAMS 3.£19 O1li SWGI i rI __ { A� h vwm a 1at::. Lt'sn:nw 9tR- FPs lnnn,.' 4 9 i l i i � Y t j i Y F i � ! IYI i i tj] s � 1 { { 1 f �3 tg 1 This page intentionally left blank ATTACHMENT 3 This page intentionally left blank File No. 247 -18 -000338 -AD 63845 Deschutes Market Road, Bend �.,�.,. ��� T F�y��, ��' � .. ���f �d �����° �3�� ✓mil., S 1 � 4?� ..t� f^`i+�w Qi� fi'i �. �� � f �• 3A y✓p 'i \ h�;_ 2 [ S.i. 4 .f'�t�2`=. aka .. X �i �� *� `� � 3.✓fi�� k ti ra r � X x 1 3 8 'L-. i d7s# 2 l� .. 'oc :' ' ; k� •U' Z *id✓ - 4C ✓ ,et � t',, � ��,.. v `�,ez`�.^ ,y�` � `� ����.�j ���`a3�k�''� x?��hf�`�za`�-�t'�a"E,�-,� �•.^i�-c„;i S i;J B��.����: 1 ��F�� � ,.s� � /� -�`z�` ✓F,�,� � �zrT ��,i, �y�:� � F � �,Y .4 w.' rr �` i w. �` � � F �� �� , �,,.. R� � AKiJ � '`hi' 'S' 1L (tN,, t \'�...'� '� �$ .SC �? �' 2" d� '� 4 � Yv .^x.J .i'"� � ev $ ✓ +f f �� � YUl �� 2 i S .. "�tiq�'l � `,�^_ S 2 C2 ': ,3 7 `: l ✓`R� }�' � y n - This page intentionally left blank ATTACHMENT 4 This page intentionally left blank Deschutes County Board of Commissioners 1300 NW Wall St, Bend, OR 97703 (541) 388-6570 - Fax (541) 385-3202 - https://www.deschutes.org/ AGENDA REQUEST & STAFF REPORT For Board of Commissioners Work Session of July 30, 2018 DATE: July 24, 2018 FROM: Peter Gutowsky, Community Development, 541-385-1709 TITLE OF AGENDA ITEM: Non -Resources Lands / Draft Scope of Work Staff prepared a Non -Resources Lands draft scope of work for the Board's consideration as a conversation starter. Resources informing the scope of work included prior Board decisions approving quasi-judicial Comprehensive Plan and Zone change applications for non -resource lands as well as Crook, Jackson, Lane, Line, and Jackson counties' non -resource lands ordinances. The Board certainly can revise any of aspect of this project. Oi` MUN�" Y DEVELOPMENT LOPleiEN.. MEMORANDUM TO: Deschutes County Board of Commissioners FROM: Nick Lelack, AICP, Director Peter Gutowsky, AICP, Planning Manager DATE: July 25, 2018 SUBJECT: Non -Resources Lands Project / Draft Scope of Work BACKGROUND Over the past decade, Deschutes County has supported and participated in numerous state legislative processes and coordinated with the Department of Land Conservation and Development (DLCD) to study and legislatively update agricultural land designations. Unfortunately, these efforts have not resulted in a clear path forward to undertake such a process. As part of the FY 2018-19 Community Development Department work plan, the Board of County Commissioners (Board) directed staff to: • Initiate a local non -resource lands project to re-evaluate agricultural land designations, amend the Comprehensive Plan to establish non -resource lands standards and criteria; establish a new zoning district(s), and consider initiating re -designations of agricultural lands meeting the new non -resource lands standards and criteria. 11. DRAFT SCOPE OF WORK Staff prepared a detailed draft scope of work for the Board's consideration as a conversation starter. Resources informing the scope of work included prior Board decisions approving quasi-judicial Comprehensive Plan and Zone change applications for non -resource lands as well as Crook, Jackson, Lane, Line, and Jackson counties' non -resource lands ordinances. The Board certainly can revise any of aspect of this project. The draft scope of work proposes four phases: • Phase 1. Adopt Comprehensive Plan policies to establish eligibility criteria for resource zoned lands to be re -designated to Non -Resource Lands. • Phase 2. Adopt a Non -Resource Designation and NR -20 zone for eligible properties near Bend's UGB. • Phase 3. Committed residential Uses and adopt a Non -Resource designation and NR -10 Zone for eligible properties. Phase 4. Adopt NR -30 Zone. This zone and the NR -20 zone are then available for eligible property owners through a quasi-judicial plan amendment/zone change process. III. OVERVIEW OF PHASES Phase 1 - Adopt Non -Resource Land Comprehensive Plan Policies Oregon case law directs counties to first adopt comprehensive policies that establish standards for re - designating lands for non -resource use.' Staff proposes six criteria: 1. Demonstrate subject property does not meet the State's soil and definitional standards of: agricultural land or farm suitability criteria; or forest land or forest productivity potential. 2. Demonstrate that the subject property does not contain significant natural resources.Z 3. Demonstrate the property is located in a fire -protection district, or it can be annexed. 4. Demonstrate that rezoning the subject property to a Non -Resource Lands designation does not significantly affect the transportation system. 5. Coordinate with irrigation districts to determine if they are impacted by a Non -Resource designation and if so, identify conditions of approval that should be placed on the property. 6. Identify three Non -Resource zoning districts. Comprehensive Plan policies identify factors that can be considered in establishing appropriate Non -Resource zones, including the following: o Non -Resource Lands zone, NR -10, may be applied to properties committed to residential uses. o Non -Resource Lands zone, NR -20, may be applied to properties with within 2 miles of Bend's Urban Growth Boundary and others based on a study area analysis (see below). o Excluding properties committed to residential uses, eligible properties should evaluate the mean parcel sizes within a study area surrounding the subject property. The study area should include parcels intersecting at least a half -mile buffer from the perimeter of the subject site, but not more than one mile. o The study area should not include urban parcels or urban reserve areas. If no parcels in the study area are 80 acres or less in size, the Non -Resource Lands zone should be NR -30 acres. o When Non -Resource zones are applied near agricultural and forest resource areas, an adequate buffer to minimize negative effects should be required. The final products are adopted comprehensive plan policies including a policy framework for developing three 1 Sommer v. Josephine County, 49 Or LUBA 134 (2005) states that, "Lands that are planned and zoned for resource use under Goals 3 and 4 may be redesignated for nonresource use by applying an acknowledged comprehensive plan policy that establishes standards for such designations. Where such a specific policy and local standards have been acknowledged, they apply in place of more general statewide planning goals standards that would otherwise apply to such a redesignation." 2 For lands committed to residential uses, staff proposes an additional policy to acknowledge the ability to change a Comprehensive Plan designation and Zoning map with Goal 5 significant natural resources subject to an ESEE analysis. -2- Non -Resource zoning districts, NR -10, NR -20, and NR -30. Upon acknowledgment, staff recommends proceeding to Phase 2 to draft and apply a Non -Resource (NR) 20 -zone near Bend. Draft Timeline Coordinate with Board of County Commissioners (Summer/Fall 2018) Initiate Comprehensive Plan Amendments (Fall 2018) Phase 2 - Non -Resource Designation near Bend's UGB Applying the policies identified in Phase 1, Phase 2 identifies Non -Resource Lands within 2 miles of Bend's UGB with an exceedingly low capacity to be managed for commercial agricultural uses. The final products are newly designated Non -Resource properties with a NR -20 zone. 3 Upon acknowledgment, staff recommends proceeding to Phase 3. Draft Timeline Coordinate with City of Bend (Winter 2019) Public Outreach (Winter/ Spring 2019) Plan and Zoning Amendments (Spring / Summer 2019) Phase 3 — Committed Residential Uses Phase 3 utilizes Phases 1 and 2 as templates and examines lands in rural Deschutes County including, but not limited to Section 36, Squaw Creek Estates and Skyline Subdivision that are inappropriately designated as farm or forest lands because it can be shown that they are committed to rural residential uses. The final products are newly designated Non -Resource properties with a NR -10 zone. Draft Timeline Public Outreach (Fall 2019) Plan and Zoning Amendments (Winter 2020) Phase 4 - Non -Resource Lands 30 - Zone Phase 4 develops a third Non -Resource Lands -30 zone for eligible lands in the rural county. Upon adoption, property owners may apply for a quasi-judicial plan amendment and zone change to take advantage of a NR - 20 or NR -30 zone. Factors for considering the appropriate Non -Resource zone include: Eligible properties should evaluate the mean parcel sizes within a study area surrounding the subject property. The study area should include parcels intersecting at least a half -mile buffer from the perimeter of the subject site, but not more than one mile. ® The study area should not include urban parcels or urban reserve areas. If no parcels in the study area 3 Phase 2 allows Deschutes County to re -designate lands that could then be eligible for an Urban Reserve Area. -3- are 80 acres or less in size, the Non -Resource Lands zone should be NR -30 acres. • When Non -Resource zones are applied near agricultural and forest resource areas, an adequate buffer to minimize negative effects should be required. 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N C J a1 V V 0 V) N C O z July 26, 2018 Vietnam War Memorial Fund do Steve Bates PO Box 1448 Boring, Oregon 97009 Dear Mr. Bates, The Deschutes County Board of Commissioners endorse the establishment of a Vietnam War Memorial on the Oregon State Capitol grounds. We thank you for your efforts in spearheading this initiative and unanimously support this great cause. Deschutes County cares deeply for our veterans and honors those who have fallen. Your request is emblematic of our unwavering support for those who have put themselves in harm's way at great personal risk and sacrifice. We wish you the best as you move forward in pursuing this project and thank you for your efforts. Sincerely, The Deschutes County Board of Commissioners Anthony DeBone Phil Henderson Tammy Baney Chair Vice -Chair Commissioner 1300 NW Wall Street Bend, Oregon 97703 ', (541) 388-6571 Viz"} board@deschutes .org @ www.deschutes.org 9,1=0 Introductions What Counties Do Budget Highlights Capital Projects Hot Topics Questions AES El Commissioner DeBone Jx,gdd,on Tcdal Asea.`. Iv¢a (aq rMles) iS ot: Cowdy Fede,al(L -h,p 1.98393a 1, 2,28] 782% m�orvorA'd CA- 37.M4 A. es 21% County Ja,isd.d- ;{/8.998 Ac. Fh3 217% Legend Federal Land OwnerahIp St if County Lend O --hip City Llmn ES { 5 Commissioner Baney Community Services • Community Development • Garbage and Recycling • Fair & Expo Center ® Natural Resources • Transportation and Roads Health & Human Services ® Health Services ® Behavioral Health ® Public Health ® Veterans' Services General Government Services ® Assessment and Taxation ® Voting and Elections (ES Commissioner Henderson — Community Services Commissioner DeBone — Health & Human Services / General Government Services Commissioner Baney — Public Safety Service Districts: BBR and SRSD. Board is governing body. THIS NOTE IS LEGALTENDER F OR ALL DEBTS, PUBLIC AND PRIME 542754F ON,I M-11 FB 0 542754 F el *County: General Fund, 9-1-1, Sheriff's Office, jail Commissioner DeBone For a Bend Resident. City of Bend includes .8% for Urban Renewal K 2 Q TES Ire Your Property Taxes ,► 542754F USHINGTON,I).C. 2 Commissioner DeBone Deschutes County: 0 General Fund and 4H - 8.1% Public Safety - 8.8% • District - 2.3% Sheriff's Office /jail - 6.5% ES 11 Decrease in property tax rate for second year Reduction of tax levy by 3 cents per $1,000 in assessed value Stabilization Center / Health Services Funding Stabilization Center will address the needs of citizens in crisis who have been referred to law enforcement. Complexity of Health Services funding. Approved funding for a new Sheriff's Detective who will focus on marijuana enforcement in the unincorporated parts of the county and for Community Development to focus on increased enforcement of regulations. its C Taxes: Commissioner Henderson Health: Commissioner DeBone Marijuana: Commissioner Baney 12 Strategic staffing additions Assessor's Office Community Justice Community Development Road Department Sheriff's Office Solid Waste kES Staffing: Commissioner Henderson Capital Projects: Commissioner DeBone Infrastructure: Commissioner Henderson iL Commissioner Henderson 14 Commissioner Baney 15 r 0 ah , I .Meg n P= Commissioner Baney Improvements Scope Construct roundabout Cost Status Total - $2,556,426 Anticipated completion — Sept 2020 TES Commissioner DeBone US 20: Cook Ave/O.B. Riley Rd Scope Cost Status State highway/County road interchange County Contribution FY 2019 - $ 300,000 Total - $8,000,000 Total Project Cost $8 Million - $17 Million Deschutes County applied for a $10M federal grant in July 2018 ODOT Construction funding undetermined ODOT to sign IGA in June 2018 EA Completion and Preliminary Engineering to begin in Summer2018 17 FY 2019 COST IES C Commissioner DeBone Improvements Scope Construct roundabout Cost Total - Status $2,556,426 Anticipated completion — Sept 2020 Commissioner Henderson US 97 in Terrebonne Scope Cost Status Planning effort in process to determine various improvements with a $21 M Project Budget Improvements at US 97/1 -ower Bridge Way Improvements on US 97 thru Terrebonne to address capacity and bike/ped. Planning effort $500,000 Total Project Budget $21 M (from HB 2017) Potential additional Deschutes County contribution Planning effort thru 2018 Design and ROW acquisition 2019/20 Construction 2021/22 19 20 Commissioner Baney The average salary of new jobs created in Bend this year is $62,500. Hurnm Kornbuch,7 Zamp Solar Laird Superfood PCC Schlosser TE 21 22 0 0 9-1-1: Commissioner DeBone Marijuana: Commissioner Henderson Solid Waste: Commissioner Henderson Housing: Commissioner Baney Legislative: Non Resource Lands. Housing. Marijuana. Courts. PERS. Relationships with Cities: Examples would be building official — county does that for Sisters, but Bend does that internally. Policing. Bend and Redmond do that internally (except for jail), but Sisters and LaPine contract with County for enhanced services. 23 ES C, 24 YES 25