The URL can be used to link to this page

2024-102-Minutes for Meeting March 27,2024 Recorded 4/15/20240T E S COG�< BOARD OF COMMISSIONERS 1300 NW Wall Street, Bend, Oregon (541) 388-6570 • 9:00 AM Recorded in Deschutes County CJ2024-102 Steve Dennison, County Clerk Commissioners' Journal 04/15/2024 9:43:38 AM co IN 2024-102 WEDNESDAY March 27, 2024 Barnes Sawyer Rooms Live Streamed Video Present were Commissioners Patti Adair, Tony DeBone and Phil Chang. Also present were County Administrator Nick Lelack; Assistant Legal Counsel Kim Riley; and Executive Assistant Brenda Fritsvold. This meeting was audio and video recorded and can be accessed at the Deschutes County Meeting Portal webpage www.deschutes.org/meetLDZs. CALL TO ORDER: Chair Adair called the meeting to order at 9:00 a.m. PLEDGE OF ALLEGIANCE CITIZEN INPUT: • Carl Shoemaker shared that when he attended Bend High School in the early 1970s, some of his classmates organized parties in the desert. Commissioner Adair hoped that during the Board's joint meeting with the Redmond City Council next Tuesday, one of the topics discussed will be improving safety at the intersection of Highway 126 and SW Helmholtz Way. CONSENT AGENDA: Before the Board was Consideration of the Consent Agenda. 1. Approval of minutes of the BOCC January 30, 2024 annual retreat BOCC MEETING MARCH 27, 2024 PAGE 1 OF 12 2. Approval of minutes of the BOCC February 21, 26 and 28, 2024 meetings CHANG: Move approval of the Consent Agenda as presented DEBONE: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried ACTION ITEMS: 3. Proclamation: International Dark Sky Week Carter Gudell, representing Visit Central Oregon and Dark Sky Oregon, explained that the proponents of dark skies do not seek or expect that no lighting will be used at night, but rather encourage the use of certain lighting designs which preserve the ability to view the stars and planets. He shared several recommended lighting principles which advise that nighttime lighting be warm -colored, of low lumen levels, and aimed at the ground. Commissioner Adair said those who live in areas populated by wolves need nighttime lighting on their properties. The Commissioners read the proclamation into the record. DEBONE: Move adoption of a proclamation declaring the week of April 2-8, 2024, as "International Dark Sky Week" in Deschutes County CHANG: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried Commissioner DeBone said COIC will also present this proclamation at one of its future Board meetings. 4. Multiple Unit Property Tax Exemption application for Timber Yards Parcel A development at 175 SW Industrial Way County Administrator Nick Lelack presented information on the application from KW Kelton -Bend Owner, LLC for a Multiple Unit Property Tax Exemption (MUPTE) relating to property at 175 SW Industrial Way in Bend. Lelack explained that in BOCC MEETING MARCH 27, 2024 PAGE 2 OF 12 order for this project to qualify for the tax exemption, the application must be approved by the boards which represent at least 51 % of the combined levy of the property's taxing districts. This minimum 51 % approval has already been secured by way of a Bend City Council action on March 201" in combination with the previous decision of the Bend-LaPine School District to approve all MUPTE applications inside the Core Area TIF Area through June 30, 2025. Allison Platt, Core Project Area Manager for the City of Bend, added that in February, the City placed its MUPTE program on pause and is not currently accepting applications. In addition to the Timber Yards application before the Board today, one other application involving property on Penn Avenue had already been submitted prior to February and will continue through the process —staff will bring that before the Board on April 24t" Commissioner DeBone stated his support for having these applications come before the Board for public information and to fulfill the process. In response to comments regarding the creation of the Bend Urban Renewal Agency's Core Area Tax Increment Finance (TIF) Fund, Platt said when the TIF was proposed, the County had asked that its area and the maximum indebtedness amount both be reduced. Neither of the County's requests were incorporated into the program, which was fashioned at the discretion of the City of Bend in accordance with State law. Commissioner Chang said the MUPTE program is intended to revitalize areas and increase housing, and ultimately helps to expand the tax base for all of the taxing districts. Commissioner Adair expressed appreciation that the MUPTE program has been placed on hold and noted that the applicant for the tax exemption on the SW Industrial Way property is from Beverly Hills, California. Platt said while that is true, half of the financial partnership for this development is based in Bend. CHANG: Move approval of the application from KW Kelton -Bend Owner, LLC for a Multiple Unit Property Tax Exemption relating to property at 175 SW Industrial Way in Bend ADAIR: Second VOTE: CHANG: Yes DEBONE: No ADAIR: Chair votes yes. Motion Carried 2 - 1 BOCC MEETING MARCH 27, 2024 PAGE 3 OF 12 S. Commissioner DeBone explained he voted against approving this application to demonstrate that the MUPTE program lacks universal strong support. Planning Commissioner Appointment and Reappointment Peter Gutowsky, Community Development Director, said four interviews were held last week for the open at -large Planning Commission position. In addition, the Board may want to consider reappointing Planning Commissioner Susan Altman who represents the Bend area to a second four-year term. DEBONE: Move to reappoint Susan Altman to the Planning Commission for a second four-year term to expire on June 30, 2028 CHANG: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried Commenting that four quality candidates were interviewed for the at -large position, Commissioner Chang said for various reasons, he supported appointing Sean Creighton or Helen Marston, both of whom live in South County. Commissioner DeBone agreed that each of the candidates offers different experiences and views. He supported appointing Marc Stockamp, who has great experience in citizen involvement. A second choice would be Helen Marston. Saying that Stockamp has demonstrated strong advocacy for certain land use and planning issues, Commissioner Chang had concerns as to whether he would be able to set his personal views aside and represent the public. DEBONE: Move to appoint Marc Stockamp to the Planning Commission to fill the vacant at -large position for an uncompleted term to expire on June 30, 2027 ADAIR: Second VOTE: CHANG: No DEBONE: Yes ADAIR: Chair votes yes. Motion Carried 2 - 1 6. COHC Engaging Communities and Schools in Substance Misuse and Overdose Prevention Grant Application BOCC MEETING MARCH 27, 2024 PAGE 4 OF 12 Jessica Jacks, Public Health Program Manager, introduced the request to apply for a $125,000 Central Oregon Health Council (COHC) Engaging Communities and Schools in Substance Misuse and Overdose Prevention Grant to support the UpShift program. Heather Tang, Community Health Strategist and coordinator of the UpShift program, described how the program addresses substance use by teenagers through prevention and intervention strategies. Tang said UpShift helps students stay in school and adopt healthy behaviors, and also serves to increase student and guardian knowledge of substance use risks. Students in the program are first evaluated to determine their level of risk and then referred for appropriate intervention. Tang concluded that early interventions can be highly effective in changing behavior. Commissioner Adair spoke to the grave danger which marijuana poses to teens and young adults, as cannabis use can result in psychosis. She added that the County's adult jail reports that 80% of its inmates have either substance use disorder or mental health issues, or both. in response to Commissioner Chang, Tang said the UpShift program started in 2021. In the 2022-2023 school year, 189 students completed the program; so far this school year, about 112 students have been engaged. Tang said fewer than 30% of the referrals are related to marijuana use —the others involve nicotine, alcohol or prescription drug use. Jacks reported gains made to secure parental consent when referrals are warranted by allowing those consents to be made verbally or via email. DEBONE: Move to authorize the submittal of an application for the COHC Engaging Communities and Schools in Substance Misuse and Overdose Prevention Grant CHANG: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried 7. Acceptance of two Central Oregon Health Council Behavioral Health Surplus Funds Grants Cheryl Smallman, Health Services Business Officer, presented the requests from Health Services to accept two grants totaling $1,101,984 to be used for the Older Adults program and to offer respite services at the Stabilization Center. BOCC MEETING MARCH 27, 2024 PAGE 5 OF 12 CHANG: Move approval of Document Nos. 2024-264 and 2024-265, accepting Central Oregon Health Council Surplus Funds grants in the total amount of $1,101,984 DEBONE: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried DEBONE: Move approval of Board Order No. 2024-011, designating signing authority for the two COHC surplus funds grants to Janice Garceau, Health Services Director CHANG: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried CHANG: Move approval of Resolution No. 2024-008 extending 1.0 limited duration FTE from June 30, 2024 to June 30, 2025 DEBONE: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried 8. Deliberations: Draft 2020-2040 Tumalo Community Plan Update Tarik Rawlings, Senior Transportation Planner, presented the draft update to the existing 2010-2030 Tumalo Community Plan. Noting the Board held a public hearing on this matter last December, Rawlings said the Planning Commission recommended that four sections of the draft update be amended, as follows: 1. Remove Policies #10 and #11 from the Natural Resources, Open Space, and Recreation Policies section of the TCP's goals and policies. 2. Add a policy to explore legislative changes to limit multi -family housing to four units in Tumalo. 3. Express support for public art in Tumalo. 4. Encourage residents and community groups to reach out to Deschutes County for updates and information. Following discussion, the Board was in consensus to remove Policies #10 and #11 from the Natural Resources, Open Space, and Recreation Policies section of the TCP's goals and policies which read as follows: "10. Assist in outreach to Oregon BOCC MEETING MARCH 27, 2024 PAGE 6 OF 12 State Parks Department or municipal parks and recreation districts to explore the annexation of Tumalo into an existing district. Assess opportunities for access and parking improvements at heavily used river access points."; and 11. Explore whether the County should form a Parks and Recreation District as part of the County's Comprehensive Plan Update." Following their removal, these policies will be replaced with one policy, as follows: "Support community -led efforts to address concerns regarding recreational use of and impacts to the Deschutes River and its floodplain." The Board was in consensus to approve the Planning Commission's recommendation to add a policy to explore legislative changes to limit multi- family housing to four units in Tumalo. The Board discussed the Commission's third recommendation to express support for public art in Tumalo. County Administrator Nick Lelack noted that support can take many forms and is not necessarily financial. Commissioner DeBone commented that the County does not have a fund for public art. The Board was in consensus to retain this reference and word it as follows: "Encourage opportunities for public art in Tumalo." The Board was in consensus to approve the Commission's fourth recommendation to encourage residents and community groups to reach out to the County for updates and information. CHANG: Move approval of the 2020-2040 Tumalo Community Plan update, with amendments as discussed DEBONE: Second VOTE: CHANG: Yes DEBONE: Yes ADAIR: Chair votes yes. Motion Carried Rawlings said staff will return at a later meeting with an ordinance for the Plan's formal adoption. 9. Treasury Report for February 2024 Bill Kuhn, County Treasurer, presented the February 2024 Treasury Report, including a high-level economic overview. BOCC MEETING MARCH 27, 2024 PAGE 7 OF 12 10. Finance Report for February 2024 Robert Tintle, Chief Financial Officer, presented the Finance Report for February 2024. A break was announced at 11:30 am. The meeting reconvened at 11:34 am. 11. Work Session: RVs as Rental Dwellings Text Amendments Tanya Saltzman, Senior Planner, introduced the topic of allowing recreational vehicles (RVs) as rental dwellings, noting that the Planning Commission had voted 4 - 3 to not recommend adoption of these amendments to Deschutes County Code. Saying that the issue of wastewater is significant, Saltzman reviewed State law which requires property owners to provide a connection for waste from an inhabited RV. Todd Cleveland, Onsite Wastewater Manager, explained that any new connection or new use to an existing system requires a site review to confirm the capacity of the system. State rules administered by the Department of Environmental Quality (DEQ) require certain sizing criteria, which for an added RV use is not at the level required for a full dwelling or an ADU. Cleveland emphasized that wastewater emanating from a house or ADU is diluted and thus very different from waste emanating from an RV, which is much more concentrated. Continuing, Cleveland said in some cases, tankage needs to be added or other changes made to accommodate an additional dwelling. Noting that the South County area is of particular concern due to already -present nitrate issues, he said inhabited RVs should not be allowed on properties smaller than one acre. He added that DEQ does not consider or address the potential for having laundry facilities in an RV, and adding another laundry system to an existing site would generate a much larger amount of wastewater. Cleveland said he has witnessed many problems with unconnected RVs, noting that violations can be hard to enforce because the County requires evidence of discharge onto the ground, which happens intermittently. Although the County has established minimum requirements to avoid public health hazards such as unsanctioned discharges, it can be difficult to secure evidence of these as RVs can be connected and then disconnected and reconnected at will. In response to Commissioner Chang, Cleveland said the problems currently being experienced arise from unauthorized RV uses, which, outside of medical hardship cases, aren't allowed to be used as a dwelling. Cleveland said unapproved, unauthorized, unpermitted connections are problematic —not people who use BOCC MEETING MARCH 27, 2024 PAGE 8 OF 12 their RVs to go camping and discharge the waste into their system upon their return home. Angie Havniear, Administrative Manager, said Code Enforcement currently has 93 open cases for RV occupancy. Of the 342 pending cases, 73 involve RV occupancy issues. Another 148 cases concern unauthorized disposal —not all of these involve RVs being used as dwellings, however. Stressing that current regulations do not sufficiently protect the aquifer in South County, Cleveland explained why additives sometimes used in RV waste systems should never be disposed into septic systems. Havniear said because RV occupancy cases are difficult to investigate, Code Enforcement receives some complaints that cannot be proved. Dan Smith, Lead Code Enforcement Specialist, added it is hard to confirm that someone is occupying an RV 30 out of every 60 days rather than 20 out of every 60 days, for example. In response to Commissioner Chang, Smith said allowing RVs as dwellings would result in staff needing to verify whether the required rental agreement is valid and being followed by the property owner and tenant, and that the tenant who is a party to the agreement is the person who is living in the RV, among other program factors. Saltzman provided information requested by the Board comparing medical hardship cases and non -medical hardship RV occupancies, saying that every rural residential property is eligible for a medical hardship accessory dwelling, which can be an RV or a manufactured home. No minimum acreage is needed for these temporary uses. Responding to Commissioner Chang, Smith said about 100 medical hardship permits are currently active. Discussion ensued regarding the potential requirement for ramadas to protect RVs from snow loads and if installing one would result in a higher property value. Saltzman shared her research into this latter issue, saying that if a new pad and ramada cost more than $18,200, installing these could add to the value of a property and result in higher property taxes. Improvements valued at less than $18,200 would not trigger an increase in the property value used to calculate property taxes. Saltzman reported that Tillamook and Clackamas counties are also looking into allowing RVs as dwellings, but neither county has yet implemented this use. BOCC MEETING MARCH 27, 2024 PAGE 9 OF 12 Commissioner Chang noted that the issue of RV occupancy is already impacting the Community Development Department through the processing of medical hardship cases and Code investigations of unallowed occupancies. Given that unauthorized uses are already happening, he wondered how formally allowing RVs as dwellings would impact staff. Peter Gutowsky, Community Development Director, said while it is important to provide a certain level of service, it takes resources to simply answer questions and such interactions do not always result in development activity. Gutowsky added that allowing RVs as dwellings would be a pathway to compliance for those who are already doing this, but it would not be a panacea considering the need to comply with all necessary regulations. Discussion ensued regarding allowed and unauthorized ADUs and unpermitted structures used as short-term rentals. Commissioner Chang said the County could not rely on permit fees to pay for this work. He suggested that perhaps a portion of the $500,000 in ARPA funds reserved by the Board could be used to develop a program, including all of the needed public information. Noting that the intention �� of setting that ARPA money aside was to disperse new affordable housing or shelter across the county, he said allowing RVs to be used as dwellings could result in more affordable housing opportunities. Commissioner DeBone supported looking into whether this would be an allowable use of these funds. County Administrator Nick Lelack confirmed that staff will investigate this. Commissioners DeBone and Chang supported proceeding with a public hearing on the proposal to allow RVs as dwellings. Commissioner Adair concurred, saying people are struggling to find a place to live, and it would be preferable to move people out of non-compliance with Code. Gutowsky said the Board could hold a public hearing and upon its conclusion, keep the written record open for additional comments. At the same time, Saltzman could continue to track the processes of the other counties. A lunch break was announced at 12:42 pm. The meeting reconvened at 1:31 pm. BOCC MEETING MARCH 27, 2024 PAGE 10 OF 12 13. End of Legislative Session Review from Northwest Policy Advocates jen Patterson, Strategic Initiatives Manager, introduced Doug Riggs from Northwest Policy Advocates who serves as the County's lobbyist. Riggs provided a review of the recent short legislative session, saying 135 of 291 proposed bills were passed and noting the two main issues were housing and the reform of Ballot Measure 110. Riggs summarized bills passed relating to: behavioral health and substance use disorder treatment, property tax foreclosures, childcare and early childhood education, and water conservation. He reported failed bills relating to wildfire prevention/protection and other issues, some of which may be re -introduced in 2025. Riggs concluded with potential next session priorities for Deschutes County, including funding for the CORE3 project and a child psychiatric center. OTHER ITEMS: Commissioner DeBone relayed a request for a proclamation recognizing Stroke Awareness Month in May. Commissioner Chang announced he will be i� � Sales � � tomorrow for the second meeting of the State wildfire hazard maps committee. Commissioner Adair said on Monday, she drove through the County -owned property atJuniper Ridge with DCSO Captain William Bailey. She said although this area has improved since last summer, more clean-up remains to be done. EXECUTIVE SESSION: At 2:31 pm, the Board announced it would enter Executive Session under ORS 192.660 (2) (h) Litigation/ 2(e) Real Property Negotiations. The Board went into Executive Session at 2:38 pm. At 2:56 pm, the Board moved out of executive session to take the following action: DEBONE: Move to terminate the agreement with Free On The Outside to operate and manage the Wilson Ave. program and proceed with divesting the property at 640 Wilson Avenue in Bend ADAIR: Second BOCC MEETING MARCH 27, 2024 PAGE 11 OF 12 VOTE: CHANG: No DEBONE: Yes ADAIR: Chair votes yes. Motion Carried 2 - 1 Commissioner Chang stated his belief that the County should meet its contractual obligations for this project which the Board had approved proceeding with at multiple junctures. He said this program effectively mitigated risks associated with having justice -involved individuals housed at the Wilson Ave. facility. Commissioner Chang wanted people to understand that today's decision flowed directly from the decision made at the Board's meeting on March 20th. He said because it is not possible to transfer this program to an alternate location in one year's time, it is instead being terminated. Commissioner DeBone said the County retains the opportunity to seek a residential lot for re-establishing this program in the future. He felt it was a shame that the notification process and political climate had resulted in this outcome. Commissioner Adair said no one wants to live next door to this program. ADJOURN: Being no further items to come before the Board, the meeting was adjourned at 2:59 pm. DATED this �_ day of _ 2024 for the Deschutes County Board of Commissioners. ATTEST: RECORDING SECRETARY OA�21 PATTI ADAIR, CHAIR PHIL CHANG, COMMifSIONER BOCC MEETING MARCH 27, 2024 PAGE 12 OF 12 iX\ 0G01 E S C A BOARD OF .ft COMMISSIONERS BOARD OF COUNTY COMMISSIONERS MEETING 9:00 AM, WEDNESDAY, MARCH 27, 2024 Barnes Sawyer Rooms and Allen Room - Deschutes Services Building - 1300 NW Wall Street - Bend (541) 388-6570 1 www.deschutes.org MEETING FORMAT: In accordance with Oregon state law, this meeting is open to the public and can be accessed and attended in person or remotely, with the exception of any executive session. Members of the public may view the meeting in real time via YouTube using this link: http•//bit.ly/3mminzy. To attend the meeting virtually via Zoom, see below. Citizen Input: The public may comment on any topic that is not on the current agenda. Alternatively, comments may be submitted on any topic at any time by emailing citizeninput@deschutes.org or leaving a voice message at 541-385-1734. When in -person comment from the public is allowed at the meeting, public comment will also be allowed via computer, phone or other virtual means. Zoom Meeting Information: This meeting may be accessed via Zoom using a phone or computer. • To join the meeting via Zoom from a computer, use this link: http://bit.ly/3h3ogdD. • To join by phone, call 253-215-8782 and enter webinar ID # 899 4635 9970 followed by the passcode 013510. • If joining by a browser, use the raise hand icon to indicate you would like to provide public comment, if and when allowed. If using a phone, press *9 to indicate you would like to speak and *6 to unmute yourself when you are called on. When it is your turn to provide testimony, you will be promoted from an attendee to a panelist. You may experience a brief pause as your meeting status changes. Once you have joined as a panelist, you will be able to turn on your camera, if you would like to. Deschutes County encourages persons with disabilities to participate in all programs and activities. This event/location is accessible to people with disabilities. If you need accommodations to make participation possible, call (541) 388-6572 or email brenda.fritsvold@deschutes.org. Time estimates: The times listed on agenda items are estimates only. Generally, items will be heard in sequential order and items, including public hearings, may be heard before or after their listed times. CALL TO ORDER PLEDGE OF ALLEGIANCE CITIZEN INPUT: Citizen Input may be provided as comment on any topic that is not on the agenda. Note: In addition to the option of providing in -person comments at the meeting, citizen input comments may be emailed to citizeninput@deschutes.org or you may leave a brief voicemail at 541.385.1734. CONSENT AGENDA 1. Approval of minutes of the BOCC January 30, 2024 annual retreat 2. Approval of minutes of the BOCC February 21, 26 and 28, 2024 meetings ACTION ITEMS 3. 9:10 AM Proclamation: International Dark Sky Week 4. 9:20 AM Multiple Unit Property Tax Exemption application for Timber Yards Parcel A development at 175 SW Industrial Way 5. 9:30 AM Planning Commissioner Appointment and Reappointment 6. 9:45 AM COHC Engaging Communities and Schools in Substance Misuse and Overdose Prevention Grant Application 7. 10:05 AM Acceptance of two Central Oregon Health Council Behavioral Health Surplus Funds Grants 8. 10:15 AM Deliberations: Draft 2020-2040 Tumalo Community Plan Update 9. 10:40 AM Treasury Report for February 2024 10. 10:55 AM Finance Report for February 2024 11. 11:10 AM Work Session: RVs as Rental Dwellings Text Amendments LUNCH RECESS March 27, 2024 BOARD OF COUNTY COMMISSIONERS MEETING Page 2 of 3 Following the recess, the meeting will reconvene in the Allen Room on the second floor of the Deschutes Services Building. EXECUTIVE SESSION At any time during the meeting, an executive session could be called to address issues relating to ORS 192.660(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 media. 12. 1:00 PM Executive Session under ORS 192.660 (2) (h) Litigation Continued ACTION ITEMS 13. 1:30 PM End of Legislative Session Review from Northwest Policy Advocates OTHER ITEMS These can be any items not included on the agenda that the Commissioners wish to discuss as part of the meeting, pursuant to ORS 192.640. ADJOURN March 27, 2024 BOARD OF COUNTY COMMISSIONERS MEETING Page 3 of 3 1�-TEE; cO BOARD OF COMMISSIONERS' MEETING REQUEST TO SPEAK Citizen Input or Testimony Subject: (' Date: y Name G r Address 71;7 E-L St &a (2k 37 701 Phone #s . V- 70-- � � E-mailaddress In Favor ❑ Neutral/Undecided ❑ Opposed Submitting written documents as art of testimony? Yes No Subm g p If so, please give a copy to the Recording Secretary for the record. SUBMIT COMPLETED REQUEST TO RECORDING SECRETARY BEFORE MEETING BEGINS `�v ( E S CQ'& �`'BOARD OF � COMMISSIONERS MEETING DATE: March 27, 2024 SUBJECT: Multiple Unit Property Tax Exemption application for Timber Yards Parcel A development at 175 SW Industrial Way RECOMMENDED MOTION: Consider the application from KW Kelton -Bend Owner, LLC for a Multiple Unit Property Tax Exemption relating to property at 175 SW Industrial Way in Bend. BACKGROUND AND POLICY IMPLICATIONS: In August 2022, the Bend City Council adopted a Multiple Unit Property Tax Exemption (MUPTE) program to support development and redevelopment goals in Bend's core and transit -oriented areas. The program is available for multi -story residential projects in certain areas of Bend that provide three or more units and provide at least three defined public benefits. The Timber Yards Parcel A project proposes a six -story 246 unit mixed use building with 15,973 square feet of commercial space to be located on the northwest corner of the approved Timber Yards Master Plan area within the Core Area TIF Area. For this project, the three identified public benefits would be: Open Space: 13,343 square feet (11 % of site area) of contiguous open space; Enhanced Landscaping: with an emphasis on native, pollinator -friendly and water -wise plants; and Wrapped Parking Structure: offering 254 structured vehicle parking spaces with retail and residential uses to be located on the street level frontage. According to information submitted by the applicant and reviewed by an independent financial consultant, this project approaches financial feasibility only with a MUPTE award, and can still be viewed as a financially challenged project even with the lowered property tax burden. in order for this project to qualify for the tax exemption, it must be approved by the boards which represent at least 51 % of the combined levy of taxing districts. As this MUPTE application was approved by the Bend City Council on March 20t'', this project has already received approval from 51% of the taxing districts since the Bend-LaPine School District adopted a resolution on January 9, 2024 approving the policy of MUPTE inside the Core Area TIF Area through June 30, 2025. More information is available online at: Multiple Unit Property Tax Exemption Program I City of Bend (bendoregon.gov) BUDGET IMPACTS: If approved, this exemption would only affect the Bend Urban Renewal Agency's Core Area Tax Increment Finance (TIF) Fund and thus would not result in direct budget impacts to any of Deschutes County's taxing districts. ATTENDANCE: Nick Lelack, County Administrator STAFF REPORT FOR MULTIPLE UNIT PROPERTY TAX EXEMPTION PROJECT NUMBER: COUNCIL DECISION: APPLICANT/ OWNER: 19YA l -A APPLICANT'S REPRESENTATIVE PRTX202307350 March 20, 2024 Kennedy Wilson 151 S El Camino Dr Beverly Hills, CA 90212 KW Kelton -Bend Owner LLC COMMUNITY DEVELOPMENT Joey Shear, AKS Engineering & Forestry 2777 NW Lolo Drive, Suite 150 Bend, OR 97703 LOCATION: 175 SW Industrial Way (Tax Lot 181205A000500) Located east of SW Bond Street, west of US 97, and south of Industrial Way REQUEST: Multiple Unit Property Tax Exemption (MUPTE), 10-year tax exemption on residential improvements STAFF REVIEWER: Allison Platt, Economic Development RECOMMENDATION: Approval DATE: February 1, 2024 (revised February 27, 2024) PROJECT & SITE OVERVIEW The Timber Yards Parcel A project is a proposed six -story mixed -use building to be located on the northwest corner of the approved Timber Yards Master Plan area located east of SW Bond Street, west of US 97, and south of Industrial Way. The location of the proposed project is in the Mixed -Use Urban (MU) Zone inside the Core Tax Increment Finance (TIF) Area. The project proposes 246 residential units, 15,973 square feet of commercial space (47% of the ground floor, excluding parking) for future retail and/or restaurant, and 13,343 square feet (11 % of site area) of contiguous dedicated open space. The project will include 254 structured vehicle parking spaces provided in a wrapped parking structure. As required by the building code, 40% of these spaces (102 spaces) will be provided as "EV ready". As required by the development code, the project will include 246 secured residential bike parking spaces and 8 additional spaces for retail customers and employees. In addition, the project will include professionally designed landscaping that emphasizes native, pollinator -friendly and water wise species and design. Public Benefits The project plans to incorporate the following three public benefits to meet the requirements of the MUPTE program: Priority Public Benefit: • Open Space: Plan to dedicate 13,343 sq. Ft (11 % of site area) as contiguous open space in a public access easement. Additional Public Benefits: o Enhanced Landscaping: The project will include professionally designed landscaping that emphasizes native, pollinator friendly and water wise species and design. o Wrapped Parking Structure: 254 structured vehicle parking spaces provided in a wrapped parking structure in which retail and/or residential uses will be included on the street level for any frontages on roads with a higher classification than an alley. The developer plans to provide several other public benefits, beyond the requirements for MUPTE, including: • 15,973 square feet of commercial space (48.7% of ground floor space) • The open space area included in Tract A further south of this application will include a mobility hub per the Timber Yards Master Plan requirements which will provide additional public benefit with enhanced access to transit and micromobility services to the site. The owner received tentative land division approval (PLLD20230464) and for site plan review approval (PLSPR20230465) on January 16, 2024. 2 VICINITY MAP Figure 1: Site Location OVERALL f(D MASTERPLAD! � � m ._.._� U 3U'.. _f�, Figure 2: Site Location (Parcel A) within approved Master Plan 3 SF ". i -,m-.J Aj-, Ti"':- V-1, D- Figure 3: Conceptual project rendering SW YWU9INW WAY ..,,,.11 .. ..�. . Figure 4: Site Plan INFRASTRUCTURE NEEDED TO SERVE THE SITE The project will be required to provide the following mitigations to support development of the Parcel A site as confirmed in a letter from the City of Bend Private Development Engineering Department. 1) Construction of water main to service the new uses, looping the existing water system mains within and along the site permitted to achieve fire flow 2) Construction of a sewer lift station and sewer force main with all applicable gravity sewer main to service each proposed use. 3) A variety of transportation mitigation requirements approved in the Master Plan as described in Bend Development Code Table 2.7.4770. These mitigation improvements are outlined under the utility analysis PRSWA202206668 and required in the land division approval PLLD20230464. 5 ELIGIBLITY CRITERIA APPLICATION OF THE CRITERIA LOCATION/ELIGIBLE ZONE REQUIREMENTS The project site is located in the Mixed -Use Urban (MU) Zone inside the Core Tax Increment Finance (TIF) Area which is eligible for the MUPTE program per BMC 12.35.015D. MULTI -STORY REQUIREMENTS Projects on lots that are greater than 10,000 sf are required to be three (3) or more stories in height to be eligible for the MUPTE Program per BMC 12.35.015(C). The development site is located on a lot larger than 10,000 square feet and is proposed to be six stories and therefore satisfies this requirement. HOTELS, MOTELS, SHORT TERM VACATION RENTALS ON SITE The MUPTE Program requires that projects include a restriction on transient occupancy uses, including use by any person or group of persons entitled to occupy for rent for a period of less than 30 consecutive days (including bed and breakfast inns, hotels, motels, and short-term rentals). If Council approves this project, the applicant will need to demonstrate a restriction of uses on the property for the period of the exemption satisfactory to the City before staff certifies the exemption with the County Assessor's office. The applicant has submitted a draft covenant that includes this restriction as part of their application; this must be reviewed and approved by the City prior to recording. DEMONSTRATION OF FINANCIAL NEED The applicant submitted a pro forma income statement both with and without the tax exemption to demonstrate that the project would not be financially viable but for the property tax exemption. These pro formas were then reviewed by a third party independent financial consultant hired by the City. PNW Economics completed a review of the pro formas. A summary of their findings is included as Attachment A. The review confirms that the Timber Yards Parcel A Mixed -Use Project is not financially feasible on its own, noting that the project's income does not justify its operating expenses with a return of investment (ROI) of 5.3% without MUPTE and 5.9% if awarded MUPTE. The financial analysis estimated that the developer's return would be slightly higher than forecasted by the applicant however given that 6% ROI is a rule -of -thumb minimum, the project can be considered financially challenged even with MUPTE. The financial review did note that the developer's proforma included higher operating expenses on a cost per unit basis compared to other projects, most notably the Jackstraw, but is still in alignment with projects seen in Eugene. Staff asked the applicant to provide more information about the assumptions for their operating costs. Their response was the following: C • Kennedy Wilson has a portfolio of over 25,000 apartments on the West Coast (CA, NV, WA, OR, AZ, ID, UT and MT) which we analyze when budgeting operating expenses for a new development. The expenses provided in the analysis are budgeted based on real- time operating expenses at similar properties (accounting for typology of the buildings, unique geographic and labor constraints, etc). We also engaged the property management company Avenue 5, who is actively managing multiple properties in the Bend market, to validate and provide input on both the operating revenue and expenses. • The analyst points out that the estimated operating expenses for Timber Yards Parcel A is $6,214/unit compared to Jackstraw at $4,908/unit. The difference is primarily attributed to the fact that Jackstraw is a substantially larger project (87 more units) which allows it to spread the fixed operating costs across those additional units which generates substantial economies of scale. One of the largest components of expenses is payroll which really doesn't fluctuate substantively between 250 and 350 units as it takes the same amount of headcount to manage the property (leasing agent, community director, etc) with the exception of maintenance load which scales more linearly with unit count. It's not realistic economically to assume a 250-unit property can operate as efficiently as a 300+ unit property as Table 9 in the analysis analyzes. The independent financial review conducted a sensitivity analysis, assuming that operating expenses for the project were similar to the Jackstraw on a per unit basis and found that the project proforma performed slightly better (6.2% ROI with MUPTE) but still below the 6% minimum threshold without MUPTE. JUSTIFICATION FOR ELIMINATION OF ANY EXISTING HOUSING AND BUSINESSES ON THE PROJECT SITE The site is currently vacant and will not eliminate or displace any housing or commercial uses, therefore no mitigation is necessary to meet the requirements of the MUPTE program. PUBLIC BENEFIT REQUIREMENTS MUPTE requires that applicants provide three public benefits including one priority public benefit to qualify for the MUPTE program, per BMC 12.35.025. Priority Public Benefit The project is pursuing Open Space as a priority public benefit. To satisfy this requirement, a project must dedicate more than 10% of the site area as a publicly accessible open space, park, or plaza with usable amenities. Publicly accessible is defined as land available for public use for the purpose of providing places for recreation, conservation, and other open spaces uses and must be dedicate either to Bend Park and Recreation District (BPRD), or as a public access easement in perpetuity. The applicant must submit a letter from BPRD stating that the applicant has coordinated with BPRD on the proposed open space/park/plaza area and demonstrate how the applicant considered BPRD's comments. The open space, park or plaza 7 area provided in one continuous area is preferred; non-contiguous areas may be approved if providing sufficient public benefit, as determined by City Council. The applicant is proposing to dedicate 13,343 square feet of contiguous area as a dedicated plaza/open space. The proposed total project area is 120,917 square feet which includes the 115,057 square foot parcel area per the land division (PLLD20230464) as well as the 13,343 square feet of open space (included in Tract A) that shares a boundary with the parcel that is being constructed as part of the project seeking the exemption. Therefore, 11 % of the project area would be dedicated open space per the MUPTE Guidelines calculation. The applicant has provided a draft public access easement for the City to consider for approval in order to accept the Open Space dedication; the draft easement language must be approved by City staff prior to recording, to meet this criterion. In addition, the open space area included in Tract A further south of this application will include a mobility hub per the Timber Yards Master Plan requirements which will provide additional public benefit with enhanced access to transit and micromobility services to this site. In addition, the applicant submitted a letter from Bend Park and Recreation District dated September 8, 2023, that confirms the applicant met with BPRD staff in July of 2023 and that BPRD staff believe the project as proposed generally aligns with the intent of the MUPTE program, with the following three comments: • Plaza Size: Consider increasing the area within a public access easement to include the plaza proposed on Parcel B of the Master Plan area to ensure its availability to the public. • Contiguous: Consider alternative open space configuration to facilitation a contiguous open space area. • Differentiation of Private and Public Space: Consider different surface treatments/materials to help demarcate the space and ensure the availability of the public plaza for the general public at all times. The applicant first submitted an open space plan that included two non-contiguous open space areas. The applicant later revised their application (in January of 2024) to include one contiguous open space area. City staff sent the revised materials to BPRD staff on January 9, 2024, for their review. In a series of email communications dated January 11, 2024, BPRD staff noted their appreciation for the revision of plans to provide contiguous open space consistent with the MUPTE guidelines. The applicant clarified that an additional dedication of the public access easement on the anticipated plaza of Timber Yard's Parcel B was not feasible since it would encumber adjacent land associated with a different project/property/operator. They did state however that the intent of the additional plaza area planned south of Parcel A is intended to be open to the public as well as provide a public benefit in some manner. The applicant further explained that their intent is to create a visual line or pattern in hardscape that demarcates the Ll private and public realm areas in the planned Open Space but the applicant does not have that level of design developed yet for the site. The applicant has satisfied the MUPTE Program requirements for this public benefit criteria. Additional Public Benefits In addition to the Priority Public Benefit, the applicant is required to provide two additional public benefits. The applicant has identified the following benefits to meet those requirements: 1) Enhanced Landscaping and 2) Wrapped Parking Structure. Enhanced Landscaping: The applicant has submitted preliminary landscaping plans developed by GGLO that are consistent with Chapter 12 of the Bend Code and Chapter 3.2 of the Bend Development Code. The current plans include no grass areas. Future approval will be conditioned based on future staff verification that the applicant meets Chapter 12 of Bend Code and Chapter 3.2 of the Bend Development Code as well as the submittal and approval of a water budget and irrigation plan for the site. The City will monitor water use throughout the 10- year exemption period. The site cannot exceed 20% above the approved water budget during the exemption period. Wrapped Parking Structure: For above -grade parking structures, the project must provide retail and residential uses on the street level for any frontages on roads with a classification higher than an alley. The applicant provided a site plan, floor plans and elevations that demonstrates the planned parking structure meets this requirement as verified by planning staff. ESTIMATED EXEMPTION This project is estimated to receive a total 10-year tax exemption of approximately $8,368,000 on residential and parking improvements based on an estimated building value of $109,421,937 between 2028 through 2037. If the project were to not move forward, total tax collection for the 10-year period of the site would be approximately $282,600. Since this project is located within the Core Area Tax Increment Finance (TIF) Area, there is no anticipated impact to any taxing district apart from the Bend Urban Renewal Agency's Core Area TIF fund. The project, if approved for the tax exemption is estimated to generate approximately $20.4 Million in total revenue over the 30-year lifetime of the Core TIF Area. Table 1 demonstrates the tax collection that would take place on the site in year 11, after the the exemption period in both a no build and build scenario of the project. The data shows that in Year 11, total tax collection for the site would increase by 1,061 % when the exemption expires. The table demonstrates the tax benefits to the Bend Urban Renewal Agency starting in Year 11 if this project is approved for MUPTE and moves forward. 59 Table 1. Forecasted tax collection by Taxing District in Year 11 (2038) District No Project is Built Proposed Project is Built Bend Urban Renewal Agency* $48,718 $517,000 *Since this project is in the Core Area TIF Area, there is no anticipated tax collection by any other district in Year 11. All taxing districts will receive higher property values on this property when the TIF Area expires which is set to take place in 2051. Estimates are based on the value of building as provided by the developer, the proportion of the project is commercial as provided by the developer, and timeline is as provided by the developer. The estimate is preliminary and subject to change and is based on a variety of factors including Deschutes County Tax Assessor's assessment of the property and future change property ratio (CPR) rates. Estimates could also vary depending on when the Core Tax Increment reaches the maximum indebtedness established in the Plan ($195 Million). TAXING DISTRICT REVIEW PROCESS For the tax exemption to apply to the full taxable amount, approval of the policy of the MUPTE by taxing district agency boards that comprise at least 51 % of the combined tax levy is required. On January 9, 2024, the Bend La Pine School District, which comprises approximately 41. % of the combined tax levy, passed a resolution supporting the policy of providing property tax exemptions for multiple unit housing projects that qualify for the City of Bend's MUPTE program within the Core Area TIF Area through June 30, 2025. Therefore, the applicant will qualify for the full tax exemption if their project is approved by City Council since this project is located within the Core TIF Area. Since the applicant is planning to utilize the Open Space Public Benefit, City staff confirmed with Bend Park and Recreation District (BPRD) staff that they did not want a presentation from this applicant following the School District's January approval of the policy. Pursuant to City program guidelines, all of the Taxing District agencies were provided with a minimum 45-day comment period to review the application materials and this staff report beginning on February 1, 2024, through Council's scheduled review of the application on March 20, 2024. District comments will be provided to City Council for their consideration of the application on: March 20, 2024: City Council Review and Decision on Application CONCLUSION: Based on the application materials submitted by the applicant, the independent financial review, and these findings, the project meets all applicable criteria for City Council approval. 10 CONDITONS TO BE MET IF APPROVED, IN ADVANCE OF EXEMPTION CERTIFICATION WITH TAX ASSESSOR'S OFFICE: 1. Applicant must provide proof of a deed restriction satisfactory to the City that prohibits the use of hotels, motels, and short-term vacation rentals on the site for the period of the exemption. 2. Applicant must provide a public access easement satisfactory to the City on the proposed open space area and the open space area must be built as approved in the site plan before the exemption is issued. 3. Applicant must demonstrate compliance with Enhanced Landscaping Requirements to be verified by staff. 4. Applicant must submit a water budget to City staff for approval prior to exemption certification. The City will monitor water use throughout the 10-year exemption period. The site can't exceed 20% above the water budget for the site during the exemption period. 5. City to verify construction of wrapped parking as proposed in approved site plan and building permits before exemption is issued. ATTACHMENTS Attachment A: Review of Financial Feasibility, PNW Economics Attachment B: Application Materials 11 This Page Intentionally Left Blank Contents 1. Executive Summary1 Introduction..................................................................................................................................................... Summaryof Findings..................................................................................................................................... 2. Financial Feasibility Analysis.............................................................................................................3 Financial Feasibility ("Pro Forma") Assumptions.....................................................................................3 Debt vs. Equity & Project Financing........................................................................................................3 DevelopmentCosts....................................................................................................................................3 AssumedRents & Escalation...................................................................................................................4 Non -Rent Revenues....................................................................................................................................5 OperatingExpenses...................................................................................................................................0 Financial Feasibility Analysis of the Timber Yards A/1 Project.............................................................8 Introductionto Terms................................................................................................................................8 Timber Yards A/1 Project Pro Forma With & Without MUPTE: Developer Operating Expenses ...9 Timber Yards A/1 Project Pro Forma Sensitivity Analysis: Lower Operating Expenses .............. io This Page Intentionally Left Blank Page ii Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application 1. Executive Summary Introduction PNW ECONOMICS, LLC was retained by the City of Bend to review the Kennedy Wilson Timber Yards Parcel A, Lot 1 ("A/1 ") Project Multi -Unit Property Tax Exemption ("MUPTE") program application as part of City review of the project application. Specifically, PNW ECONOMICS was tasked with: • Reviewing project application assumptions including rent income, non -rent income, operating expenses, bank underwriting assumptions, and other pertinent assumptions; • Evaluating projected return on investment for the project without MUPTE and with MUPTE, which grants a ten-year property tax exemption for the project in order to incentivize its financial performance such that investment and development is possible and positively contributes to the Bend economy in place of property underutilization; and • Communicating all analysis and findings appropriately for review by community members and elected officials. This document represents completion of these tasks for review by the City of Bend and its partners and stakeholders. Summary of Findings An independent pro forma analysis was conducted by PNW ECONOMICS for the proposed Timber Yards A/1 project in the Old Mill District of Bend. The following table provides a concise summary of the outcome of not awarding and awarding a MUPTE to the project, which MUPTE Award? comprises 246 apartment YES NO units and 15,623 square feet' Income of retail space. Lease Income $7,518,675 $7,518,675 Other Income $1,559,026 $1,559,026 Table 1 — Timber Yards A/1 Less: Vacancy Loss 453 885 453 885 Project Measures of Return Gross Income $8,623,817 $8,623,817 With & Without MUPTE: 246 Units & 15,623 Sq. Ft. Retail Expenses Pre -Tax Operating Expenses ($1,637,487) ($1,637,487) Property Taxes ($813,207) ($813,207) MUPTE Awarded $747,903 $0 Total Operating Expenses ($1,702,792) ($2,450,695) Net Operating Income (NO1) $6,921,025 $6,173,122 Total Development Cost $116,952,000 $116,952,000 Return on Investment (Cost) 5.9% 5.3% ' Net rentable square feet. Gross retail square footage that includes common area or other non -rentable space is 16,445 square feet. Page 1 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Without MUPTE Conclusion: The Timber Yards A/1 project falls short of minimum Return on Investment metric. Employing a minimum Return on Investment (Cost) measure of return of 6% as a result of thumb for project pursuit, the Timber Yards A/1 project's income does not justify its operating expenses, with an RO1 of 5.3%. The rule -of -thumb minimum RO1 of 6% would indicate the project has inadequate return by this metric, but not dramatically. With MUPTE Conclusion: The Timber Yards A/1 project reaches the cusp of minimum RO1 benchmark with the MUPTE and only with the tax exemption compared to the No MUPTE scenario. • A MUPTE awarded that would reduce a roughly $747,903 property tax burden for the development is estimated to enhance RO1 for the project to 5.9% compared to 5.3% without the MUPTE. • Although a MUPTE award would enhance expected feasibility of the project and enhance assurance of its success, the estimated RO1 with the MUPTE still does not quite reach the applied 6% rule -of - thumb minimum. In other words, the MUPTE is a critical aid in this project happening, but it can still be viewed as a challenged project with higher risk. In general, assumptions by the Applicant were reviewed and seemed reasonable or within a range of competitiveness with other reasonably comparable projects in Bend, most notably the Jackstraw. Key Applicant assumptions are verified in this report in the context of displayed data for other projects for comparison. Review of all development and financial assumptions in the MUPTE Application for the Timber Yards A/1 project yielded the following other general finds and comments: • The Timber Yards A/1 project has rents assumptions that are seemingly consistent with market conditions in Bend among newer projects. • Development costs of the project are seemingly consistent with current construction market conditions, as verified by comparable projects planned or under construction. • Non -rent revenues were found to be somewhat high, but assuming higher revenues will tend to weaken an argument for a MUPTE, all things equal, not make a MUPTE seem more necessary. • Operating expenses, on a cost -per -unit basis, are significantly higher for the Timber Yards A/1 project than for its peer group, most notably the Jackstraw, in fact over 26% higher. Based on the significant difference in operating expenses for the Timber Yards A/1 project, a MUPTE sensitivity analysis was conducted assuming operating expenses more on par with the Jackstraw. Those results are found in the final section of this report and indicate that lower expenses do materially strengthen the project, though not dramatically. PNW Economics recommends the City of Bend seek clarification on the assumed operating expenses of the Timber Yards A/1 project and why on a cost -per -unit basis they are notably higher. Page 2 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application 2. Financial Feasibility Analysis Financial Feasibility ("Pro Forma") Assumptions Debt vs. Equity & Project Financing Table 2 provides a summary of project permanent financing assumptions considered in this analysis. The Applicant documents that 68% of total development cost will be debt financed, while 32% will be equity - financed. Financing much more than 50%-55% of development cost has been less common the past couple of years due mostly to perceived risk in the lender market, particularly accelerated by two sizeable bank failures early in 2023. But lending assumptions also vary with developer and their size, reach, and access to different sources of financing and equity with more (or less) experience with such projects. From a development economic return perspective, higher debt as percentage of total cost tends to make Cash Flow lower, all things equal. That is, Net Operating Income less debt service is Cash Flow. Lower cash flow, than if the project required more equity investment and less debt, will tend to translate into otherwise lower Cash -on -Cash return for the project. As this project utilizes Cash -on -Cash return as a key metric of economic viability, the ultimate impact of these financing assumptions upon measure of return for Timber Yards A/1 will be particularly noted later in this report. Table 2 — Timber Yards A/1 Total Development Cost Permanent Loan Equity Percent Financed Annual Interest Rate Amortization (Years) Annual Permanent Debt Service Permanent Debt Finance Assumptions 246 Units 2023 Dollars $116,952,000 $79, 394, 801 $37, 557,199 68% 5.75% 30 Development Costs Timber Yards A/1 MUPTE application materials indicate a total development cost of $116,952,000 for the 246-unit, 331,469 square -foot improvement. The project's more urban orientation, not unlike the Jackstraw but smaller, includes a two-story parking structure. Accordingly, PNW Economics compares the project to the Jackstraw as well as the Riverfront 3A mixed -use development in Eugene as a peer group of comparable, relative size, parking, mix of uses, and vintage of cost information. Table 3 provides a comparison of the three projects with appropriate details. The Timber Yards A/1 project overall has development cost metrics not unlike its peer group, and in fact very similar to the Jackstraw on a per -square -foot cost basis. Total Cost per Unit: $475,415 (Timber Yards A/1) vs. $546,956 (Jackstraw) Total Cost per Sq. Ft.: $353 (Timber Yards 1 /A) vs. $357 (Jackstraw) Page 3 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Table 3 — Timber Yards A/1 Comparative Development Costs Bend Bend Timber Yards A/1 Jackstraw Units 246 313 Total Sq. Ft. 331,469 480,000 Land Acquisition Hard Costs Soft Costs & Contingencies Total Development Costs Total Cost Per Unit Total Cost per Sq. Ft. $7,530,102 $7,662,931 $88,807,991 $127,186,251 820,613,946 36.348.016 $116,952,039 $171,197,198 $475,415 $546,956 $353 $357 Eugene Riverfront 3A 237 272,983 $2,782, 504 $96,444,138 827,545,538 $126,772,180 $534,904 $464 Jackstraw project costs include a number of open space, public space, and pedestrian way improvements among other Public Good investments for the stand-alone development. Accordingly, total costs and total costs per unit are higher than for the Timber Yards A/1 generally. The Subject project does include Public Good investments, but as the first phase of the much larger master planned Timber Yards development, this first project does not have as much non -structure cost included. Overall, Timber Yards A/1 costs do line up credible with most -recent mixed -use projects that include public space investments and structured parking. Assumed Rents & Escalation Table 4 provides a summary of apartment rents utilized in the pro forma analyses in this section. Rents assumed are planned rents for each of the unit types as proposed by the Applicant. Annually after 2024, rents are assumed to escalate by 3.5% annually. Rents overall appear consistent with newest projects including the Jackstraw project. Projects delivered in 2022 or earlier do exhibit rents proposed at the Subject, Jackstraw, The Current and The Nest. The exception seems to be the Townhouse units at Timber Yards A/1, which on a per -square -foot rent basis are higher that the limited number of townhouse units present in other newer projects. Gross rents for townhouse units at the Subject are comparable to others, however, but the Timber Yards A/1 Townhouse units are smaller. Higher rents per square foot are the result. Overall average rents at the Subject are extremely similar to the Jackstraw, but that is logical as from locational and market delivery (newest) perspectives, Timber Yards A/1 should conceivably be head -to - head competitive with planned Jackstraw rents. Examples of other more recent market offerings for apartments in Bend include: • The Current (954 SW Emkay Drive, Bend) — the newest project to delivery identified in the city: 0 416 average square foot Studio units for $1,649 average ($3.98 per square foot). 0 548 square foot 1 bed units for $1,809 average ($3.30 per square foot). 0 934 square foot 2 bed units for $2,363 average ($2.53 per square foot). 0 1,359 square foot Townhouse units for $3,299 average ($2.43 per square foot). • The Nest (1609 SW Chandler Avenue, Bend): 0 481 average square foot Studio units for $1,890 average ($3.93 per square foot). 0 1,049 square foot 2 bed/2 bath for $2,792 average ($2.66 per square foot) Solis at Petrosa (63190 Deschutes Market Road): o 620 square foot 1 beds for $1,805 average ($2.91 per square foot). Page 4 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application 0 885 square foot (average) 2 beds for $2,229 average ($2.52 per square foot). 0 1,132 square foot 3 beds bath for $2,575 ($2.27 per square foot). • The Eddy Apartments (801 SW Bradbury Way): 678 square foot 1 bed for $1,913 average ($2.82 per square foot). • Outpost 44 Apartments (643 NE Ross Road) — located more distantly from the river, central commercial district amenities and east of Highway 97 thus reflecting lower rents than the rest of the peer group. 0 734 square foot 1 beds for $1,770 average ($2.41 per square foot). 0 1,036 square foot 2 beds for $1,925 ($1.86 per square foot). 0 1,376 square foot 3 beds for $2,325 ($1.69 per square foot). 0 1,588 square foot Townhouse units for $3,240 ($2.04 per square foot). Table 4 — Timber Yards A/1 Project Market Apartment Rents Compared w/Jackstraw — 246 Units -- - - ---1_ A Ili I In1Uef id1US A/ 1 MARKET RATE Unit Type Unit Mix Units Percentage Average Unit Size (Sq. Ft.) Monthly Rent Rent per Square Foot Studio 23 9% 530 $1,805 $3.41 One bedroom 157 64% 744 $2,139 $2.88 Two bedroom 51 21% 990 $3,102 $3.13 Townhouses 15 6% 1.119 $2.94 Subtotals/Averages 246 100% 798 $2,378 $2.98 d AGRJ11at9 MARKET RATE Unit Type Unit Mix Units Percentage Average Unit Size (Sq. Ft.) Monthly Rent Rent per Square Foot Studio 15 5% 483 $1,824 $3.78 One bedroom 189 61% 669 $2,167 $3.24 Two bedroom 91 29% 1,091 $2,993 $2.74 Three bedroom 16 5% 1.460 3 360 $2.30 Subtotals/Averages 311 100% 824 $2,453 $2.98 From a MUPTE-modeling perspective, higher rents in the pro forma will tend to make the need for a MUPTE less likely. That is, higher rent income will tend to increase Net Operating Income (NOI) as well as cash flow, which is simply NOI less debt service. Project rents that are inexplicably low relative to market would run the risk of overstating MUPTE need. That is not the case here. In context, market rents at Timber Yards A/1 are competitive with most comparable, new apartment projects in Bend and specifically on -par with the Jackstraw, the most -comparable project to the Subject due to similar locational, unit similarities, and planned quality. Non -Rent Revenues Table 5 summarizes the various sources of revenue for the project in addition to standard rent planned for the occupancy for housing units. The key feature of the project will be 254 parking spaces expected to rent Page 5 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application monthly or an average of $81.93. That may include a blend of higher and lower -cost parking space exclusive to residences, or a mix of space with some available to retail or other visitors. Greater detail of parking fee structure we not provided for review. Table 5 — Timber Yards A/1 Project Non -Apartment Rent Income Assumptions Non -Apartment Rent Revenue Monthly Timber Yards A/1 Annual Timber Yards A/1 Jackstraw Parking (monthly rate 254 stalls) $81.93 per stall $249,723 Retail (16,445 sf leaseable) $43.71 / sq. ft. $718,811 Other (Misc. Fees, Deposits) $1,979 per unit 8486.834 Total Non -Rent Revenue: $1,455,368 $1,240,403 Total Per Unit $5,916 $3,725 Retail space is expected to rent for $43.41 per square foot per month. That would be at or near top -of -market as published, generally available space and lease rates in the vicinity of the Old Mill District tend to top out at $39 per square foot for established space. Overall, PNW Economics considers non -rent income assumed by the Timber Yards A/1 to be on the high side, certainly compared to the average reported for the nearby Jackstraw in Table 5. However, high assumed revenues will tend to understate the need for a MUPTE and, therefore, from the City's perspective are conservative. PNW Economics will utilize Applicant assumptions for non -rent income as a result. Operating Expenses Apartment Operating Expenses Table 6 below provides a comparison of annual operations expenses per unit anticipated by the Applicant excluding property tax expense. For context, annual per -unit operating expenses for the Jackstraw and Penn Avenue, different apartment projects applying for or having applied for a City of Bend MUPTE, as well as recent urban apartment MUPTE applicants in the City of Eugene are compared. Based upon these findings, PNW Economics finds Timber Yards A/1 operating expenses -per unit to be elevated by 27% relative to the other Bend projects seeking or having sought a MUPTE, but modestly less than projects in Eugene that have applied for that city's MUPTE. Since Jackstraw is the most comparable project to Timber Yards A/1, gross annual operating expenses at stabilized year (95% occupancy) are below: Timber Yards A/1: $1,528,612 annually; Jackstraw: $1,534,570 annually. Gross operating expenses for the entirety of each project differs by only $5,958 annually, or by only 0.4%. The negligible difference in gross operating costs is noteworthy as the projects are similar enough for comparison purposes, with the realization that the Jackstraw has 87 more residential units to manage than Timber Yards A/1. Page 6 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Table 6 — Timber Yards A/1 P Timber Yards A/1 Before Property Tax Expenses: Stabilized $6,214 *Non-55+ active community projects iting Expenses Per Unit vs. Comparable Projects Per Unit Expenses Annually Jackstraw Penn Avenue Eugene Projects* $4,903 $4,679 $6,700 Based on this review, PNW Economics recommends the City of Bend consider asking the Applicant to clarify operating expenses for the Subject. Nigher per -unit operating expenses relative to the Jackstraw should be explained because such higher costs end up having potentially significant impact upon Timber Yards A/1 Net Operating Income and Cash Flow: Gross operating expenses in the MUPTE application: $1,528,612 Gross operating expenses assuming Jackstraw per -unit cost ($4,903): $1,206,084 Delta to Timber Yards A/1 NO1 and Cash Flow: $322,528 annually. In other words, if Timber Yards A/1 operating expenses were more on par with the Jackstraw, its pro forma would report $322,528 more annually for NO1 and Cash Flow, which in turn would significantly improve the project pro forma without (and with) a MUPTE. PNW Economics will assume Applicant operating expenses, but will also consider in the final analysis what the specific impact upon MUPTE need is should operating expenses be inexplicably elevated. Property Taxes Table 7 provides estimates for property taxes that will be paid on both the land as well as expected improvements value on a "Cost of Replacement" basis — the total development cost of improvements alone if built new. Parcel taxable assessed value (TAV) data is directly from the Deschutes County Assessor's Office parcel database online (DIAL). Taxable assessed value for land associated with Timber Yards A/1 is calculated utilizing the fact that the site is 11.53% of the total land area of the single, larger master planned 21.41-acre property. Taxable assessed value estimated for the value of improvements assumes total improvement development costs as expressed by the Applicant and then converted to Measure 50 TAV via the Deschutes County 2023- 24 Multifamily Exception Value Ratio of 0.403 and Commercial Exception Value Ratio of 0.449. Finally, the tax rate of $15.9868 per $1,000 of TAV was utilized for Tax Code Area 1128 that includes the project address of 175 SW Industrial Way in Bend, Oregon. Property tax bills for the Timber Yards A/1 site, along with its multifamily housing component and its commercial component are summarized for the first year (Year 1) below: • Land only: $469,390 TAV and $7,504 calculated property tax. Multifamily improvements only: $44.1 million TAV and $704,971 calculated property tax. Commercial improvements only: $3.38 million TAV and $54,051 calculated property tax. Page 7 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Table 7 —Timber Yards A/1 Parcel 175 SW Industrial Way Multifamily Improvements Commercial Improvements 175 SW Industrial Way Estimated Property Tax: Land & Improvements in FY 24 (First Year Cost of Replacement - Improvements $109,421,937 Exception Value Ratio - Multifamily (7) 0.403 FY 24 Taxable Assessed Value $44,097,041 Cost of Replacement - Retail Improvements $7,530,063 Exception Value Ratio - Commercial (2) 0.449 FY 24 Taxable Assessed Value $3,380,998 Taxable Assessed Value (FY 24) Account # Acres Zoning Land Improvements Total 117562 2.15 300 - Industrial $469,390 $0 $4E Tax Code Area 1128 (per $1,000 TAV) Total Property Tax - Land Only Tax Code Area 1128 (per $1,000 TAV) Total Property Tax - Multifamily Improvements Tax Code Area 1128 (per $1,000 TAV) Total Property Tax - Commercial Improvements 2.15 300-Industrial Tax Code Area 1128 (per $1,000 TAV) Total Property Tax - All Combined 15.9868 15.9868 15.9868 $7,504 $0 $7,504 $0 $44,097,041 $44,097,041 15.9868 15.9868 15.9868 $0 $704,971 $704,971 $0 $3,380,998 $3,380,998 15,9868 15.9868 15.9868 $0 $54,051 $54,051 $469,390 $47,478,039 $47,947,429 15.9868 15.9868 15.9868 For MUPTE analysis purposes, this report excludes the value of commercial development similar to its exclusion from the Jackstraw project MUPTE analysis. Accordingly, key MUPTE property tax figures for the first year (Year 1) are as follows: • Property tax payment (FY24) not applicable to MUPTE: $7,504 + $54,051 = $61,555. This figure represents tax to be paid on land and commercial improvements, neither subject to the MUPTE. • Property tax payment (FY24) subject to a MUPTE: $704,971. This figure represents tax to be paid on the value of multifamily housing improvements and could be the value of a MUPTE if it is awarded. • Total property tax payment (FY24): $766,526. This represents the whole property tax bill for Timber Yards A/1 land and all improvements should the project not receive a MUPTE. Financial Feasibility Analysis of the Timber Yards A/1 Project Introduction to Terms To evaluate whether or not a project is financially feasible, that is whether or not the project meets investment rates of return benchmarks, a pro forma analysis is conducted. A pro forma is simply a financial modeling exercise to examine how a development project performs as a business investment over a specified period of time. Variables that are modeled, or estimated, in this report are as follows: Apartment Rent Income: The annual rent income if all apartment units in a project were occupied and charging full, assumed market rent. Page 8 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Gross Pr iect Income: The sum of Apartment Rent Income, Retail Lease Income and Other Income streams such as parking, storage fees, electric vehicle parking fees, bike storage fees, electric bike charging fees and other related fee streams. Vacancy:. 5% of apartment space and retail space is assumed to always be vacant and represent income loss. Lease -Up Vacancy & Concessions: This category of expense reflects different sources of loss to revenue as a result of project vacancy and discounts to apartment rents to realize and keep an average 5% vacancy rate. Effective Gross Income: Gross Project Income less Vacancy and Lease -Up Vacancy & Concessions. Operating Expenses: Average annual operating expenses of $6,214 per apartment unit to start. MUPTE: When included, MUPTE is a 10-year exemption from local property taxes levied on the value of the improvement constructed in place, in this case the Timber Yards A/1 project. Based on an estimated multifamily housing cost -of -replacement of $109,421,937 in 2023 dollars and a local, existing total property tax rate of $0.0159868 (Tax Code Area 1128), the estimated MUPTE exemption beginning in year 1 would be $704,971. This would increase by an assumed 3% annually, consistent with the annual maximum under Oregon property tax law. Net Operating Income (NO1): Effective Gross Income less Project Operating Expense plus the MUPTE (if assumed). E uit : The share of total development cost that is funded by invested dollar assets rather than by debt. Loan -To -Cost (LTC): The amount of debt a project can take on as a percentage of its cost to develop. This analysis assumes a 55% LTC ratio consistent with prevailing commercial lending market conditions, but lower than assumed by the Applicant. Debt Service: The annual, fixed debt service payment made by the developer for permanent debt financing of the project. Before Tax Cash Flow: Net Operating Income Less Debt Service. Cash -on -Cash Return: Before Tax Cash Flow divided by development equity ($37.56 million in this analysis). Cash -on -Cash Return is frequently also called Return on Equity and usually needs to be at least 6% in early years of a project to be a satisfactory investment for equity partners in a project. This can vary depending upon developer and equity partners, however. Return on Investment (Cost): RO1 is calculated as "stabilized" Net Operating Income divided by Total Development Cost, here stabilized refers to the project when it is 95% occupied and has stable annual income. There is no hard rule for acceptable RO1 for a real estate development project, but a common minimum RO1 for moving forward with a development is 6%. Developers will vary on required ROI to go through with a project, but a minimum of 6% is a common minimum. Timber Yards A/1 Project Pro Forma With & Without MUPTE: Developer Operating Expenses Table 8 reports the Return on Investment (Cost) pro forma for the Timber Yards A/1 project with and without a MUPTE assuming the Applicant's elevated operating expenses as detailed earlier in this report. Page 9 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Table 8 — Timber Yards A/1 Project NOI and ROI With & Without MUPTE: Developer Operating Expenses MUPTE Award? YES NO Income Lease Income $7,518,675 $7,518,675 Other Income $1,559,026 $1,559,026 Less: Vacancy Loss (8453,885 453.88 Gross Income $8,623,817 $8,623,817 Expenses Pre -Tax Operating Expenses ($1,637,487) ($1,637,487) Property Taxes ($813,207) ($813,207) MUPTE Awarded $747,903 $0 Total Operating Expenses ($1,702,792) ($2,450,695) Net Operating Income (NO[) Total Development Cost $6,921,025 $6,173,122 $116,952,000 $116,952,000 Return on Investment (Cost) 5.9% 5.3% It should be noted that in this set of results, and in the second scenario that follows where Jackstraw - equivalent per -unit operating expenses are modeled all generally assume 2026 is the stabilized project year. As such, all major pro forma variables but development cost have been escalated by 3.0% to 3.5% annually for two years in attempt at consistency. Property tax expense and calculated MUPTE were escalated for two years at only 3.0% per Measure 50 requirements. Assuming a minimum ROI benchmark for a project of 6.0%, the project as modeled in Table 8 falls short of feasibility with a 5.3% calculated ROL However, with a $747,903 MUPTE for the value of multifamily housing improvement, excluding land and commercial improvements, the project reaches the cusp of 6.0% ROI with a calculated 5.9%. Finally, results of the analysis are similar to "Trended" Return Metrics reported by the Applicant, if not sightly higher. This analysis calculated sightly higher MUPTE value reflecting 2026 property tax values, among other slight differences. The Applicant found without MUPTE a 5.0% (4.95%) Return on Investment and with MUPTE, a 5.7% (5.68%) ROL Timber Yards A/1 Project Pro Forma Sensitivity Analysis: Lower Operating Expenses Table 9 reports the Return on Investment (Cost) pro forma for the Timber Yards A/1 project with and without a MUPTE assuming lower operating expenses than assumed by the Applicant. Recall that in an earlier section, Applicant -assumed operating expenses per -unit were identified to be over 26% higher than the very comparable Jackstraw projected located nearby and currently under construction. Analysis in Table 9 conducts the same analysis as in Table 8, however assuming Timber Yards A/1 operating expenses are not 26% higher than those documented or the Jackstraw, but on par. Page 10 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Table 9 — Timber Yards A/1 Project NOI and ROI With & Without MUPTE: Jackstraw Operating Expenses MUPTE Award? YES NO Income Lease Income $7,518,675 $7,518,675 Other Income $1,559,026 $1,559,026 Less: Vacancy Loss (8453,885) (8453,885) Gross Income $8,623,817 $8,623,817 Expenses Pre -Tax Operating Expenses ($1,291,987) ($1,291,987) Property Taxes ($813,207) ($813,207) MUPTE Awarded ' $747,903 $0 Total Operating Expenses ($1,357,291) ($2,105,194) Net Operating Income (NOI) $7,266,525 $6,518,622 Total Development Cost $116,952,000 $116,952,000 Return on Investment (Cost) 6.2% 5.6% Dialing back operating expenses does have a measurable but not dramatic impact upon project ROL Without a MUPTE, Timber Yards A/1 stabilized Return on Investment is 5.6%, which does fall short of the rule -of -thumb minimum 6%. But with lower operating costs similar to the Jackstraw, that no-MUPTE ROI is closer to the minimum threshold (5.6% vs. 5.3%). Assuming a MUPTE is awarded to the project, ROI is calculated at 6.2%, which does exceed the minimum rule -of -thumb, but not by a lot. But by exceeding 6.0% with the MUPTE at 6.2%, lower expenses have indeed had the material effect of pushing the project symbolically closer to minimum feasibility. It is again noted that different developers will use not only different measures of return, but also different criteria for a minimum and/or successful rate of return for that measure. This analysis employs a rule -of - thumb minimum of 6% return on cost for a project to be worth the risk. On this measure alone, MUPTE makes the Timber Yards A/1 project more compelling than without the MUPTE. If the Applicant internally employs a lower threshold ROI for project evaluation, such as 5%, then it can be said the MUPTE not only makes the project more compelling but certainly assures the project would worth the risk and expense in a way that would not be possible without the MUPTE. Given that the nature of project operating expenses is a noted contrast to the Jackstraw, the City of Bend should consider seeking clarification of operating costs in the context of comparisons. The project is not a feasibility "home run" with or without the MUPTE, but the operating expense difference makes a measurable impact on ROI measurement. Page 11 Prepared for: City of Bend Prepared by: PNW Economics, LLC Financial Feasibility Review of Timber Yards A/1 Project MUPTE Program Application Timber Yards Lot 1 Multiple Unit Property Tax Exemption (MUPTEJ Application_ Date: November 2023 Submitted to: City of Bend 710 NW Wall Street Bend, OR 97701 Applicant: Kennedy Wilson 151 S El Camino Drive Beverly Hills, CA 90212 AKS Job Number: 9293-01 �3 Table of Contents I. Executive Summary ..................................................... II. Applicable Review Criteria .......................................... BEND DEVELOPMENT CODE ............................................ Title 12, Revenue and Taxation .................................... III. Conclusion.................................................................. .......................................................2 .......................................................2 ............................................................ 2 ............................................................ 2 ........................................................7 Exhibits Exhibit A: Legal Description and Proof of Ownership/Deed(s) Exhibit B: Preliminary Site Plan Exhibit C: Proformas with and without Tax Exemptions Exhibit D: Assessor Property Account Number Exhibit E: Project Description Exhibit F: Existing Use of the Site and Justification for Displacement Exhibit G: Private Development Engineering Letter- Sewer and Water Analysis Exhibit H: Bend Parks and Recreation District Letter Exhibit I: Public Benefits Checklist Exhibit J: Open Space and Landscape Plan Exhibit K: Preliminary Architectural Plans Exhibit L: Project Renderings Exhibit M: Parking Floor Plans Exhibit N: Public Access Easement Exhibit ®: Restrictive Covenant Timber Yards - Lot 1 Multiple Unit Property Tax Exemption (MUPTE) Application Submitted to: City of Bend 710 NW Wall Street Bend, OR 97701 Applicant: Kennedy Wilson 151 S El Camino Drive Beverly Hills, CA 90212 Property Owners: 181205A000500 KW Kelton -Bend Owner, LLC 151 S El Camino Drive Beverly Hills, CA 90212 Applicant's Consultant: AKS Engineering & Forestry, LLC Contact: Joey Shearer, AICP shearerj@aks-eng.com 2777 NW Lolo Drive, Suite 150 Bend, OR 97703 (541) 317-8429 Site Location: Located east of Bond Street, west of U.S. Route 97, north of SW Scalehouse Loop and south of Industrial Way Deschutes County 18-12-05A; Tax Lot 500 Assessor's Map: Site Size: Timber Yards Lot 1: ±2.47 acres Total Area (with abutting open space): ±2.78 acres Zoning Designation: Mixed -Use Urban (MU) within the approved Timber Yards Master Plan ATimber Yards — Lot 1 November 2023 MUPTE Application Page 1 I. Executive Summary This application to the City of Bend (City) is submitted on behalf of Kennedy Wilson (Applicant) for the Multiple Unit Property Tax Exemption (MUPTE) for Lot 1 within the approved Timber Yards Master Plan (PLSPD20230065, Ord. No. NS-2476). The Timber Yards Master Plan was approved by the Bend City Council in June 2023. Lot 1 is located on a portion of Tax Lot 500 of Deschutes County Assessor's Map 181205A, and is subject to a Tentative Subdivision Application (City File# PLLD20230464) currently under review with the City of Bend. Tax Lot 500 is zoned Mixed -Use Urban (MU) and is located within the Core Area Tax Increment Finance (TIF) Area, meeting eligibility requirements for the MUPTE Program. The new, mixed -use building (City File# PLSPR20230465) on Lot 1 is the cornerstone of Timber Yards —a vibrant, connected, and walkable mixed -use neighborhood —and will include: ■ ±246 residential units ■ ±15,973 square feet of commercial space for future retail and/or restaurant ■ ±254 structured vehicle parking spaces, including at least 40% (±96 spaces) that will be "EV ready" ■ Secure storage for ±246 residential bicycles (1 per unit) as well as ±8 additional spaces for retail customers and employees ■ ±13,343 square feet of publicly accessible open space in Tract A (abutting Lot 1), ±11.0% of the ±120,927-square-foot (±2.78-acre) total area ■ Professionally designed landscaping that emphasizes native, pollinator -friendly, and water wise species and design, enhancing the pedestrian environment and providing an attractive amenity for future residents and visitors This application includes the City application forms, written materials, and preliminary plans necessary for City staff to review and determine compliance with the applicable approval criteria. The evidence is substantial and supports the City's approval of the application. II. Applicable Review Criteria BEND DEVELOPMENT CODE Title 12, Revenue and Taxation Chapter 12.35 Multiple Unit Property Tax Exemption 12.35.015 Eligible Property. To be eligible for the property tax exemption provided by this chapter, the housing trust be a newly constructed structure(s), story(ies), or other additions to existing structure(s) and structure(s) converted in whole or in part from another use to housing that meets the following criteria: A. Includes three or more dwelling units; Response: The Preliminary Architectural Plans (Exhibit K) show the new multi -family residential project will contain ±246 dwelling units. The criterion is satisfied. B. Meets the public benefit requirements as described in BC 12.35.030; Response: The code section cited in the criterion above appears to be a typo. The public benefit requirements are addressed in the responses to BC 12.35.025, below. /� Timber Yards — Lot 1 November 2023 /�i MUPTE Application Page 2 C. Must be at least two stories in height. Housing that is on lots larger than 10,000 square feet in size must be at least three stories in height; Response: The Preliminary Site Plan (Exhibit B) shows Lot 1 is larger than 10,000 square feet and the Preliminary Architectural Plans (Exhibit K) show the new building exceeds three stories in height. The criterion is met. D. Must be located within one of the following areas: 1. Core Area Tax Increment Finance (TIF) Area, 2. Areas zoned Central Business (CB), 3. High Density Residential (RH zoning) that is located adjacent to the Core Area TIF Area including properties zoned RH along NE Studio Road, between NE 4th Street and NE 5th Street from NE Webster Avenue to SE Alden Avenue, and between the alleys on either side of NE Irving Avenue from NE 4th Street to NE 8th Street, or 4. An area developed under the City's Urban Dwelling Site Code standards as defined. in Bend Development Code Section 3.8.800; Response: The property is located within the Core Area Tax Increment Finance (TIF) Area. The criterion is met. E. Include a restriction that does not allow transient oriented uses, including use by any person or group of persons entitled to occupy for rent for a period of less than 30 consecutive days (including bed and breakfast inns, hotels, motels, and short-term rentals); Response: A draft deed restriction prohibiting transient oriented uses is included as Exhibit O. This criterion can be met. F. Is in compliance with all local plans and zoning regulations applicable at the time the application is approved; and Response: The Timber Yards Master Plan was approved by the Bend City Council in June 2023 (PLSPD20230065, Ord. No. NS-2476). A Site Plan Review application (City File# PLSPR20230465) for the mixed -use building on Lot 1 has been deemed complete by the City. Approval of PLSPR20230465 will demonstrate compliance with applicable local plans and zoning regulations. The criterion can be met. G. The construction, addition or conversion is completed on or before January 1, 2032. [Ord. NS-2447, 20221 Response: Construction is estimated to be completed by Fall/Winter 2026. The criterion can be met. 12.35.020 Application for Exemption. The applicant shall apply to the City no later than February 1 of each calendar year, immediately preceding the first assessment year for which the exemption is requested. The applicant shall submit an application for exemption in writing on forms furnished by the City which must show: A. The applicant's name, address, and telephone number. B. A legal description of the property and the assessor's property account number for the site, and indication of site control. �� Timber Yards — Lot 1 November 2023 MUPTE Application Page 3 Response: The applicant's contact information and the assessor's property account number for the site is provided on page 1 of this narrative. The legal description forTax Lot 500 is provided on the deed in Exhibit A. C. A detailed description of the project, including the number, size, and type of dwelling units; dimensions of structures, parcel size, proposed lot coverage of buildings, and amount of open space; type of construction, public and private access; parking and circulation plans; landscaping; uses; and a description of the public benefit(s) which the applicant proposes to include in the project. Response: The project is a new 6-story, mixed -use building including multi -unit residential uses and retail and restaurant uses, which are permitted outright in the MU zone. Lot 1 is ±2.47 acres (±107,574 square feet) and is currently vacant. Therefore, no existing businesses or residents will be displaced. The 6-story building will contain ±246 residential units with a net rental area of ±195,747 square feet and an average unit size of 796 square feet. Types of dwelling units will range from studios to 1- and 2-bedroom apartments of varying sizes. The Preliminary Architectural Plans (Exhibit K) show ±15,973 square feet for retail sales and service and/or food and beverage services. The Open Space and Landscape Plan (Exhibit J) shows ±13,343 square of dedicated public open space located within Tract A, which abuts Lot 1. This is the project's primary public benefit under BC 12.35.025. The public open space constitutes ±11.0% of the ±120,927- square-foot (±2.78-acre) total area (Lot 1 area + contiguous publicly accessible open space area). The design and location of the open space satisfies Bend Park and Recreation District (BPRD) requirements, and includes an urban plaza, good solar access, ADA access, naturalized surveillance, seating areas, and planting areas, among other amenities. As stated in the BPRD Coordination Letter (Exhibit H), BPRD staff "believes the project as proposed generally aligns with the intent of the MUPTE program." The second public benefit is enhanced landscaping. The Open Space and Landscape Plan (Exhibit J) shows professionally designed landscaping emphasizing native, pollinator - friendly, and water wise species and design. A water budget is provided on p. 14 of Exhibit J. The landscaping will enhance the pedestrian environment and provide an attractive amenity for future residents and visitors. The third public benefit is a wrapped parking structure. A total of ±254 parking spaces will be provided in a 2-story Type 1 podium parking structure with 4 levels of Type 5 wood frame above, including at least 40% (±96 spaces) that will be "EV ready" spaces. Secure storage for ±246 residential bicycles (1 per unit) as well as ±8 additional spaces for retail customers and employees will also be provided. The Preliminary Architectural Plans (Exhibit K) show retail and residential uses at the street level along all street frontages. D. A description of the existing use of the property, including a justification for the elimination of existing sound housing or commercial uses on the property and what efforts or strategies the applicant has made to mitigate displacement impacts to existing businesses or residences, if the project is anticipated to displace any existing businesses or residents. Response: The site is currently vacant and will not eliminate or displace any housing or commercial uses. Therefore, no mitigation is necessary. Timber Yards — Lot 1 November 2023 MUPTE Application Page 4 E. A site plan and supporting materials, drawn to a minimum scale of one inch equals 20 feet, which shows in detail the development plan of the entire project, showing streets, driveways, sidewalks, pedestrian ways, off-street parking, and loading areas, location and dimension of structures, use of land and structures, major landscaping features, and design of structures. Response: The Preliminary Site Plan (Exhibit B) shows streets, driveways, sidewalks and pedestrian ways. Off-street parking is detailed in the parking floor plans (Exhibit M), landscaping design and detail is provided in Exhibit J and building design/project renderings are provided in Exhibit L. F. A letter from the City's Private Development Engineering Division stating that the proposed use can be served by existing sewer and water services and/or has coordinated with the Division on all necessary infrastructure mitigation requirements. Response: Exhibit G contains a memo from the City of Bend Engineering Division, dated December 8, 2022, which provides the anticipated sewer and water mitigation requirements for the project. G. A description and the monetary value of any other public assistance, including, but not limited to, grants, loans, loan guarantees, rent subsidies, fee waivers, or other tax incentives, which the property is receiving or which the applicant plans to seek. Response: An application for the Core Area Development Assistance Program (CADAP) was submitted to the City of Bend on October 13, 2023. The project is not seeking any other public assistance at this time. H. A proforma that demonstrates that the proposed project including the public benefits associated with the proposed project could not financially be built "but for" the tax exemption and that absent the exemption, the project would not be financially viable. The proforma will be reviewed by a City -selected independent financial consultant. Response: Exhibit C contains two proformas, one with the MUPTE applied and the other without. I. At the time the application is submitted, applicants shall pay an application fee as prescribed by resolution of the Council. The City shall pay the County Assessor for each application which is an approved amount provided for in the resolution. [Ord. Ix18-2447, 20221 Response: Application fees will be paid at time of submittal. 12.35.025 Public Benefits. In order to qualify for the exemption provided by this chapter, the applicant must propose, and agree to include in the proposed project, three or more of the following public benefits. At least one of these public benefits must be selected from BC 12.35.030(A) through (E). (***) [Ellipses notes intentional omission of additional text.] D. Open Space and publicly Accessible Park or Plaza Space. Dedicate more than 10 percent of the site area as publicly accessible open space, park or plaza with usable amenities. To meet this criterion, the applicant must submit a letter from the Bend Park and Recreation District (District) stating that the applicant has coordinated with the District on the proposed open space or publicly accessible park and demonstrate how the applicant considered the comments of the District. (***) Response: The Open Space and Landscape Plan (Exhibit J) shows ±13,343 square feet (±11.6% of the total site area) of dedicated public open space. This is the project's primary public benefit AV Timber Yards — Lot 1 November 2023 M Page 5 MUPTE Application under BC 12.35.025. The design and location of the open space satisfies Bend Park and Recreation District (BPRD) requirements, and includes an urban plaza, good solar access, ADA access, naturalized surveillance, seating areas, and planting areas. Exhibit H is a letter from the BPRD, confirming coordination with the applicant. The applicant has considered the comments provided by BPRD and responds as follows: ■ Plaza Size: The Lot 1 landscape architecture team has coordinated and will continue to coordinate with the landscape architects designing the portion of plaza abutting Lot 2. The intent is for the final developed landscape to read as one cohesive design between both parcels, both in layout, materiality, and furnishings. ■ Contiguous: There is not sufficient area for a 20-foot-wide contiguous open space along the southern building fagade due to the space needed for vehicular circulation and drop-off between Lot 1 and Lot 2. Nonetheless, a 10-foot-wide public access easement is planned to be provided to ensure pedestrian connectivity across the southern edge of the project, even though that area is not wide enough to count towards the total open space area. ■ Differentiation of Private and Public Space: Paving design and materials are being coordinated with the Lot 2 landscape architecture team to inform and delineate private and public space boundaries. Additionally, a public access easement has been included as Exhibit N demonstrating the open space area is publicly accessible. The applicant notes Exhibit N is preliminary and subject to change. M. Enhanced Landscaping. Provide native, pollinator -friendly, and water -wise landscaping. Response: The second public benefit is enhanced landscaping. The Open Space and Landscape Plan (Exhibit J) shows professionally designed landscaping emphasizing native, pollinator - friendly, and water wise species and design. A water budget is provided on p.14 of Exhibit J. The landscaping will enhance the pedestrian environment and provide an attractive amenity for future residents and visitors. 0. Wrapped Parking Structures. For projects that provide above -grade parking structures, the applicant will provide retail and residential uses on the street level for any frontage on a street with a higher -level classification than an alley. Response: The third public benefit is a wrapped parking structure. A total of ±254 parking spaces will be provided in a 2-story Type 1 podium parking structure with 4 levels of Type 5 wood frame above, including at least 40% (±96 spaces) that will be "EV ready" spaces. Secure storage for ±246 residential bicycles (1 per unit) as well as ±8 additional spaces for retail customers and employees will also be provided. The Preliminary Architectural Plans (Exhibit K) show retail and residential uses at the street level along all street frontages. �W Timber Yards — Lot 1 November 2023 MUPTE Application Page 6 III. Conclusion The required findings have been made and this written narrative and accompanying documentation demonstrate that the application is consistent with the applicable provisions of the Bend Code. The evidence in the record is substantial and supports approval of the application. Therefore, the Applicant respectfully requests that the City approve the MUPTE application for Timber Yards Lot 1. IV Timber Yards — Lot 1 November 2023 /�11� MUPTE Application Page 7 Project Description The project is a new 6-story, mixed -use building including multi -unit residential uses and retail and restaurant uses, which are permitted outright in the MU zone. Lot 1 is ±2.47 acres (±107,574 square feet) and is currently vacant. Therefore, no existing businesses or residents will be displaced. The 6-story building will contain ±246 residential units with a net rental area of ±195,747 square feet and an average unit size of 796 square feet. Types of dwelling units will range from studios to 1- and 2-bedroom apartments of varying sizes. The Preliminary Architectural Plans (Exhibit K) show ±15,973 square feet for retail sales and service and/or food and beverage services. The Open Space and Landscape Plan (Exhibit J) shows ±13,343 square of dedicated public open space located within Tract A, which abuts Lot 1. This is the project's primary public benefit under BC 12.35.025. The public open space constitutes ±11.0% of the ±120,927-square-foot (±2.78-acre) total area (Lot 1 area + contiguous publicly accessible open space area). The design and location of the open space satisfies Bend Park and Recreation District (BPRD) requirements, and includes an urban plaza, good solar access, ADA access, naturalized surveillance, seating areas, and planting areas, among other amenities. As stated in the BPRD Coordination Letter (Exhibit H), BPRD staff "believes the project as proposed generally aligns with the intent of the MUPTE program." The second public benefit is enhanced landscaping. The Open Space and Landscape Plan (Exhibit J) shows professionally designed landscaping emphasizing native, pollinator -friendly, and water wise species and design. A water budget is provided on p. 14 of Exhibit J. The landscaping will enhance the pedestrian environment and provide an attractive amenity for future residents and visitors. The third public benefit is a wrapped parking structure. A total of ±254 parking spaces will be provided in a 2-story Type 1 podium parking structure with 4 levels of Type 5 wood frame above, including at least 40% (±96 spaces) that will be "EV ready" spaces. Secure storage for ±246 residential bicycles (1 per unit) as well as ±8 additional spaces for retail customers and employees will also be provided. The Preliminary Architectural Plans (Exhibit K) show retail and residential uses at the street level along all street frontages. Existing Use of Site Tax Lot 500 (±21.8 acres) is the former location of the KorPine particleboard plant, which operated from 1966 to 2002. In January of 2017, the former KorPine particleboard building collapsed under the weight of heavy snow and has remained vacant since. Since the site is vacant, no housing or commercial uses are being eliminated. R C 1 m � v N N � 0 N > N N U/ uj 0 0 0 0 R _n Z N � � Q N G Y N N V Q cc V O Q a p v v i � Z © ® O O Z J O 0 J 4 YS aN09 MS Z Q a w N Q v w > p. in O � m a 0 Z h c LU w _0 Q N N N W N N d N QO N d V Q i O` Y N Q tN Q W Q a N 0 0 0 0 W GI 0 U u a �"Cw N O a R C Na J R 0 y 0 0 m c > W '> N° a'v °� Yam m w o a oc aaoo oaZ °� my a m e mN y E x m ° ui 1 «a c o o coo a� $ U x Z a R `° R v ai c9 m y'-O ya v W R O •y « `E E ;.0 E° N C C Y N N N g C C 7 m C1 rno -d°ER. v3 U O m U °c °c ci E d d U m° m a a >> w u -0 3 , b O £ v L v c a U C Q y N 9 la y F- ui Q C O R Y c R 0. •>Y'UU N Z '>r Sy w I« of o m a u as °"Q-E j Z. m c a>3i w 'OO OCQ 5 e 3 io oc '- Q = 0)m c w � a a a v M >o'aY U a YV aErZ °Y °QV� 2 E vEyo > v °- N W 'NLu> i Q yyu LU oN .o -o 3�o1 ay R c `o y c u > a o N v « c w T ay.1 R C m m R U H N m 'R- 7 u O N c vOi N L v N `°o U '= wG m m O 0- M Y m 'o W V m •> '6 m u' aV ' ; aum Q m w C4 ° E u0 y Z r m R O u m u W Y U m ti c m °� 4 O a y E R > � m c- > u E m a v p m m v N c L y N C °- •V w c 9 'O N Q �i O K C. _O wwKj «B Nm 'aydA+ •NCR. .°' N O c > c m yuC >0I •• 3Ol ow u y - a YYo ` o a) NW-F. Q 0) 6oa E f >aLR Ol p caaa R m 3 `m O m °U O v 6 Cm > R Nvti CY R -° LLI O'M�°> -o al v uc O.° NO _ W 0) UJ' yO oNaac ° O UU>CE'OZ_ w° C°vi> L0 > = y -o m E w -o d m ca 0LUa Op �o v y�m u U@6NQN> ° £ v E u� a oOmo .n° u ¢ m c Wc� u H '>•a O ° M u o c L R a u N L v E W v.�-O p c ° v °'' v °- CL E U E C R a "y o@ u Z 3 N R C t t E Q a '°°- E o LE v al E E uvy c(ccm p °= m 0 0 `N V i4.am m E LL U R N E vN N O Ox W ZN~ Y3 � C CU T acya_L� N m Z Q -o o' v Z w ma(mm0 yNin Cmm Y - N a: s; o `o U E v a o ° 70 c fl° ° m W O N v Q v Y = Cd !0�1 Fm°- a mR 'yp °• m -O y a .'_' m !JW- "QoOc• m°N3 aNc °mm3 so• °Qoa. 3,�rU„a aNm =Nm OtyQC7I Ya`• .cm m Z VOu °Of7O N 2 O> 6>SLW Ooa Z -yuycN Z so ° oo LLJ o " ocO C m U 0-2 -wO r a) w> Ecc!a,alYea'Z oo0 u U C E :OO mW VcOC O N N3Q � rN O U O Ol vux c ornu `o wui v M N E V> d afO >, u"6 N E R-m 0 T C V y L E N U m 3 c O. 7 a 7 c O m c) N d '° a N O f`o m y R m o d u m E c E m a m en" h r ry R Y E N M1 N Q d U U N O o o: R yc u "C m ac^ 4,�o.vm a-0- mQ ccO "dEO ammm mR@vav mmc YE UO O Q0 O_.Q m OwQEo >c2v. v c« c0Z OYoR uW £NGl � a CV� a. W R 'O m O C Cl O. 2woU avuc-0 r-ommV E0Y pa'tmyos_moy > o oLU Dm Z Q CL Qyau0 O'y ui QAum °-L.�N m i0 U R oE Om 0ID c 0.0 -0 mv W. °y E3 I- vZo °oE n° "' Q -0-0 °E^ cm0 sE a) U atovHvamu °'ay Wm Om GOen O EU 4Y7 v y ,mmQ m .c `/ oR Lm W � a aa'V o � m m y 0 '0 �z v°Y v0 �.� dE u.jmm£ m£ °Ol N mp�@NCOTRO u.p ,• U _ m Ir NW _O N Op ` . ov o mQ°mE M U =o a0 aUuQoc 0 U E > fl_ > >c m m 0_ O/ u ° O.0 0 a 7 -O O m O O. m en m E Oy m m en p„ I°_ C . y v v 0 a y 0 ° > 0 E u 0 o E D- a C Q N ° v Y N E O o m N �v Ea E � a C C Y N > I •y Q. �= Y c ra O (D o ` 3 ac ° o n u Q u v 0 ° N O -.6 ti Q Q O Q c N n E> a s ` a E ° c °u c m y.0 ° O o u o U o m V o a)m C N v U Q L V U/ Y O L V .O c` v 0 Q v N w Q io V LU U c Y c u f0v a D U 6 v V .+ y O. N N� (°o w O M N a s o a 3 Y o L o N �o Z o c to y mva v E@ u w `m aE s p a° YY o �5 vw N v va E= '3o rn = — 0.0p o O% m o° 0 U wao > o 2v LE v v Nc v E a TQ a N O O 0 CL O u >. N {n to p N O N U N v N N y U. pY c N u NQ 01N v .Nc E._ 0 co u Qc v pW o ¢ as na U$ E = c o Q Q Q n n u Q Q a z mU o N 0 v a v c L O c � Co �, � °� K a c m U O E C N Q wvo> w Z a u c N N m a E CL Qa m o�v� u > C U •m C� v o 0 Q. N m 0 U= V w m Y m U a>@ v�i 1) N v .v-C N 9tt N a v 0)2 v Q a v U a ° v N c N as v c0 'o O LL u cN Y o O L 35 v v N O a 9 N O O u O 0 c m a Q 0- o E @ E a Q E m o v o a Y ` a c m -0 0 _ m u -° v o 0) c Q a o�> a E a a H i c E N LL w N O c VV vE W O O rp "` Q O 0N 5 En O u O L p a! CL c � aLI J u O 0 aCEm U Y U o c Qm-,.< O Q m -0E X �U co v :Lw aU y 'IV �TJ OwJ (D nb w ,M A 1S 0N09 MS Y A � N V C W a W 7 LL V LU w LL N p a v Z W O c r r W d) N m C �, LL � Q C O' V .V. N .� C Nw 11 d V) O- J p..G d CO w Z O a a a �� ° I O i L m w II U Z ^ W ya,7 Z W a rn ¢ o N `p ._ r O Q `n O o U NO C_ .; Q Z 0 N_ W ,. LL m V N J = d N O H Q U \ 0 M a 2 off° CF M O O W W wLU 0 0 0 V 0 p N O � N Q V N 0) j C N 0 O m 9 N N N WQ d N LL uj JO O O O +J m N N 3 ° a a a a _ o v L 0 c � O zol o O 3 s u U rn C_ i C N N N � U c 0) (n r u U N Z J 06 Q U Q a U @ O �p t0 O J Y O1 - 9 Z a W d r LL a u) m H Lu JO ® ® G ® O O 0 J 0 c� c� 3S 3MOW3SIS MS r — — — --- — — — — — — — — IC 7�7 -- JL------ -- --- —� 0 V N � V o t w c m 3 � w a V m Z � _ � � v d �Z = 1,13 v N p_ c N O V N0 MZ >: CL as o m as •� Q C N I 'W o b -. N Z I £ Q i --J 1S aN09 MS w w O 0 t9 0 J Y � t6 c U Z Q W = U o z z a 2 Z z � v w In 1 V CC G Z Y C N U n i Na �O V O N uj Z M Z °o Q � c w z O N IN w U cw. h z Z J Z O 3 z w a z O N W v W a N z Q N O m IL w Z ° z 0 LU a o �(� Z 0 W 0 a Q U N 0 Z a J M W Z 0 N V) N W_ > U Q W � a 4 � CL N N Z @ N J > N C Z W z Q 0 LLI O 0 i(t z 0 N IA W_ V j W a Q h m Z Q 4 � � o 3 0 a 0 > v � z wLU z a° tN ( / Q S LOCATION 710 NW Wall Street Downtown Bend MAILING ADDRESS PO Box 431 Bend, OR 97709 PHONE (541)388-5505 Relay Users Dial 7-1-1 FAX (541) 385-6676 WEB bendoregon.gov MAYOR Melanie Kebler MAYOR PRO-TEM Megan Perkins CITY COUNCILORS Anthony Broadman Barb Campbell Ariel Mendez Mike Riley CITY MANAGER Eric King November 17, 2023 Kennedy Wilson 151 S El Camino Drive Beverly Hills, CA 90212 A letter from the City of Bend Private Development Engineering Department has been requested from the Timber Yards Development Team to complete an application for a Multiple Unit Property Tax Exemption, MUPTE, application. The requirement for MUPTE is to provide information that the proposed development can be served by water and sewer services, Bend Code 12.35.020(f). The Timberyards development group proposes to construct a development that includes multi -family residential dwellings with unknown retail uses. Necessary mitigations include 1) construction of water main to service the new uses, looping the existing water system mains within and along the site perimeter to achieve fire flow and 2) the construction of a regional sewer lift station and sewer force main with all applicable gravity sewer main to service each proposed use. The sewer lift station is required to avoid sewer discharge to the existing Old Mill sewer lift station and/or the Drake sewer lift station, discharging to the existing 2nd Street gravity sewer main. Mitigations are documented under permit number PRSWA202206668 with further clarification in the land division land use application PLLD20230464 currently being reviewed by the City. Intarely, �+' LV i a Henningsen s 1� zcs�s� xJ-Users, OU=Bend, r� r mY ;rf rn e. DC=Us �,r e2-08'00' Principal Engineer Private Development_ Engineering Chennin.gsen Qbendofe8on.gov Accommodation Information for People with Disabilities To obr~Lain this information in an alternate format such as Braille, large print, electronic formats, etc. please contact Chris Henningsen at chenningsen@bendoregon.gov or [telephone # 15.411:388 5571; Relay Users Dial 7-1-1. Bend Park Recreation September 8, 2023 AKS Engineering Joey Shearer, Principal 2777 NW Lolo Drive, Ste. 150 Bend, OR 97703 SUBJECT: Timber Yards Multiple Unit Property Tax Exemption (MUPTE) Coordination Letter Dear Mr. Shearer, Thank you for taking the time to meet with us on July 26, 2023 to discuss the Timber Yards project, and the applicant's desire to pursue the MUPTE program. The MUPTE program requires that projects provide three public benefits, and the applicant has elected to pursue the "open space and publicly accessible park or plaza space" public benefit, which requires a Bend Park and Recreation District (district) coordination letter be submitted with the MUPTE application. This document serves as your coordination letter for that application. As we discussed on July 26, 2023, district staff believes that the project as proposed generally aligns with the intent of the MUPTE program. We appreciate the applicant's openness to providing a privately owned, publicly accessible plaza as part of their project, and believe this will help improve the parks and open space level of service in this area of town. The design and experience are well thought out, and once constructed, we anticipate the space will be welcoming for residents and visitors alike. District staff offers the following suggestions for how the proposal could be further strengthened in order to maximize public benefit: Plaza Size: The plaza on parcel A as designed does generally meeting the MUPTE program requirement of providing a minimum of 10-percent publicly accessible open space. The plaza's connection to the larger plaza on parcel B (the hotel plaza), further strengthens this community amenity by significantly increasing the plaza area available for public enjoyment. It's our understanding that the plaza on parcel A will have a Public Access Easement (PAE) to ensure public access in perpetuity. District staff encourages the applicant to consider extending that PAE over the hotel plaza area to increase the size of this valuable community amenity and ensure its availability to the public. Contiguous: As illustrated on the project plans dated July 26, 2023, the public plaza areas are not contiguous, but connected via a "open space connector pathway." The MUPTE Tax Exemption Guidelines (Guidelines) do allow for non-contiguous areas to meet the open space requirements, "if providing sufficient public benefit, as determined by the City Council." As noted in the MUPTE Tax Exemption Guidelines, contiguous open space is desired "unless the site size, site constraints, or another factor rending this infeasible." We encourage the applicant to consider if an alternative open space configuration would facilitate the provision of contiguous open space as envisioned by the Guidelines and as specified in the district Development Standards (Standards). Provision of contiguous open space would better align with the Guidelines and Standards, and provide an improved public amenity. Differentiation of Private and Public Space: The separated public plazas are immediately adjacent to private outdoor dining areas and storefront exterior space. District staff suggests that the applicant consider different surface treatments/materials or similar on the private areas and public open space areas to ensure the availability of the public plaza for the general public at all times. This delineation will help demarcate the space, and ensure things like private dining tables and similar are not placed within the public space. The district's board is currently reviewing MUPTE projects on a case -by -case basis, but considering a board action to approve MUPTE applications with conditions. Once your application has been deemed complete by the City, district staff will work with you and the City to confirm a board review date, if required. If you have any questions regarding these comments, please don't hesitate to contact me at 541-706-6192, or rachelc bendparksandrec.or� Sincerely, Rachel Colton Park Planner Bend Park and Recreation District � ti't�, °4�t`+i,3ta �': ,,€.s `(�� r >t �,sE2•�s .�F.e, ,;.��,'k�€.'m. From: Rachel Colton <RachelC@bend parksandrec.org> Sent: Friday, January 12, 2024 2:20 PM To: Joey Shearer <shearerj@aks-eng.com>; Allison Platt <aplatt@bendoregon.gov> Cc: DevMupte <mupte@bendoregon.gov> Subject: RE: Timber Yards MUPTE - Updated Materials Thanks Joey — glad to hear you all are planning a differentiation between the private and public realm. Have a great weekend! Rachel Colton (she I her) Park Planner Direct: (541) 706-6192/ Mobile: (805) 448-6423 / Office: (541) 389-7275 Email: rachelc@bendparksandrec.or Bend Park & Recreation District office, 799 SW Columbia St., Bend, OR 97702 http•//www.bendparksandrec.org/ A& Lend Park & ?1 Oi e- Recreation 6'+ISi C H IC'r From: Joey Shearer <sheareri@aks-eng.com> Sent: Thursday, January 11, 2024 4:27 PM To: Rachel Colton <RachelC@bend parksandrec.org>; Allison Platt <aplatt@bendoregon.gov> Cc: DevMupte <mupte@bendoregon.gov> Subject: RE: Timber Yards MUPTE - Updated Materials Hi Rachel, We appreciate you, Michelle, and Sara meeting with our team as we were finalizing this open space concept. As our plans show, BPRD's comments were very much considered. The area planned to be dedicated for open space exceeds the minimum requirements in Title 12 of the Bend Municipal Code as well as the design guidelines coordinated with BPRD, and unfortunately additional dedication would encumber adjacent land associated with a different project/property/operator. That said, it's likely additional plaza area will be open to the public and provide a public benefit in some manner, just not in a way that meets the narrower parameters of the MUPTE program. Regarding visual differentiation of the private and public realm, our intent is to create a visual line or pattern in hardscape that demarcates these two areas. We just don't have that level of design detail yet. Thank you, Joey Shearer, AICP — Principal AKS ENGINEERING & FORESTRY, LLC P: 541.317.8429 Ext. 514 1 www.aks-eng.com I sheareri@aks-eng.com From: Rachel Colton <RachelC@bend parksandrec.org> Sent: Thursday, January 11, 2024 11:12 AM To: Allison Platt <aplatt@bendoregon.gov> Cc: Joey Shearer <sheareri@aks-eng.com>; DevMupte <mupte@bendoregon.gov> Subject: RE: Timber Yards MUPTE - Updated Materials Hi all, I reviewed the updated plans/project description. We very much appreciate that the applicant has updated the plans to provide for contiguous open space consistent with applicable MUPTE Tax Exemption Guidelines, and that the size of the open space has increased. Has the applicant given any further consideration to our previous comments regarding extending the PAE over the hotel plaza, and ways to visually differentiate the private realm from the public realm? Thanks again for your responsiveness to our comments. Best, Rachel Colton (she her Park Planner Direct: (541) 706-6192/ Mobile: (805) 448-6423 / Office: (541) 389-7275 Email: rachelc2 bend parksandrec.org Bend Park & Recreation District Office, 799 SW Columbia St., Bend, OR 97702 http://www.bendparksandrec.org/ A* Bend Park & Recreation 0 1 5 P Ii I C T From: Rachel Colton 1 M� M., Sent: Wednesday, January 10, 2024 8:46 AM To: Allison Platt <aplatt@bendoregon.gov> Cc: Joey Shearer <sheareri@aks-eng.com>; DevMupte <mupte@bendoregon.gov> Subject: RE: Timber Yards MUPTE - Updated Materials Thanks Allison, I can comment to getting you any comments within the next two weeks. My goal is no later than early next week. Thanks for the opportunity to review. Rachel Colton (she I her Park Planner Direct: (541) 706-6192/ Mobile: (805) 448-6423 / Office: (541) 389-7275 Email: rachelc@bendparksandrec.org Bend Park & Recreation District Office, 799 SW Columbia St., Bend, OR 97702 http•//www.bendparksandrec.orgZ Bernd Park & ?(4�O r Recreation From: Allison Platt <aplatt bendoregon.gov> Sent: Tuesday, January 9, 2024 9:28 AM To: Rachel Colton <RachelC@bend parksandrec.org> Cc: Joey Shearer <shearer*@aks-eng.com>; DevMupte <mupte bendoregon.gov> Subject: FW: Timber Yards MUPTE - Updated Materials Hi Rachel, I'm sending over the revised materials related to the Open Space public benefit for the Timber Yards Parcel A MUPTE application. Please let me know if BPRD has any additional comments related to the revised materials that should be included in the application materials prior to finalizing our staff report (ie a letter addendum, etc) and estimate timeframe to expect those comments if so. We are hoping to finalize a staff report in the next two weeks. Best, Allison Platt Core Area Project Manager rn My Pronouns: She, Her, Hers Why Pronouns? tiOffice: 541-322-6394 Mobile: 541-213-7387 CITY OF BEND 0 0 1919() I am currently working a part time schedule as I transition out of maternity leave. I am only in the office on Tuesdays and Thursdays and therefore may be delayed in responding to your email. Learn more about the City's plans for the Core Area, our Urban Renewal/Tax Increment Financing program, and our Multiple Unit Property Tax Exemption Program. From: Joey Shearer <sheareri@aks-eng.com> Sent: Tuesday, January 9, 2024 9:06 AM To: Allison Platt <a platt@ bendoregon.gov_> Cc: Kira Marchant <marchantkoaks-eng.com> Subject: Timber Yards MUPTE - Updated Materials 'CAUTION: External Email. Use caution when opening attachments, clicking links, or responding to this email. Good morning Allison, We have uploaded the updated MUPTE materials. The attached printout from CityView shows the updated documents clouded in red and I highlighted the old version that can be deleted/archived. Typically, with planning applications, we can upload updated versions that overwrite the old versions. I was not able to do that in the MUPTE application, which seemed to result in these duplicates. Let us know if you have any questions. Thanks, Joey Shearer, AICP — Principal �a AKS ENGINEERING & FORESTRY, LLC 2777 NW Lolo Drive, Suite 150 1 Bend, OR 97703 P: 541.317.8429 1 www.aks-eng.com I sheareri@aks-eng.com Offices in: Bend, OR I Keizer, OR j The Dailes, OR I Tualatin, OR I Kennewick, WA I Vancouver, WA I White Salmon, WA NOTICE: This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by reply e-mail and immediately delete the message and any attachments without copying or disclosing the contents. AKS Engineering and Forestry shall not be liable for any changes made to the electronic data transferred. Distribution of electronic data to others is prohibited without the express written consent of AKS Engineering and Forestry. PUBLIC RECORDS LAW DISCLOSURE: Emails are generally public records and therefore subject to public disclosure unless exempt from disclosure under Oregon Public Records Law. Emails can be sent inadvertently to unintended recipients and contain confidential or privileged information. If you are not the intended recipient (or authorized to receive for the recipient), please advise by return email and delete immediately without reading or forwarding to others. Thank you. a V � � N � O c N h m � i3 C � � {� ]G W .0 O t9 47 0 i2 T �l t1 CT C O S ro w rn 0 y v 6i N i/: 0 N } � � � 6 lF sh � a d N N e( O o � y�y 91 (kl Jy� U T! m Y A. �' C Q a- 0 O� t7 t9 � Q �_ a P� W � O A a Q � E BGI 0 G VI 4O_ 4 a e 'n ai _ L � J Z � w5 q� i� E` j 1+ O A fJ Q x ro i 4 T -- J Z'i y c -q a a _. z � w, & D p.. y VY QS �; v o �i c Y d � t- T a L Cr C C^L C W D 2 ■_ L O �= L V N f+ E Qi E cn 0 ■ ■ iL CZ a ;m CIO 4-- cc =� L c V) O C6 N Ci J O -c E E cm"a _0 U_ c O c6 0v C O Q c c6 a) 0 c : O O_ O >' c O L 4- m L CL >, _ E U c O U) -0 O �-0 O Q cv C: a) a) H Q 0 a) O Co m 0n CO c i W p a) W >, 0 0 O 0) N u�i N=� H W .� d N a) N 0 C CL C 0- �2 U) Q U) Co "O m O 0 C U)C m0 O 0 0)> O c p C ca a)) -O �mc 0 O 0- +Ln .0- _ E c !E m a) W�— O U) N i O m U 0)��'�caa) Y N 0 m Q U) 0 a) a) O0_ D N O� 0 p fl C aj Q- a p LU m C O a) 0 cv O �_ N U) 0 W ® U) c�6 X us v Co U N C m' Co Q CO Q 0 Q> C O C C O C ,a) Q 0 a) C O O_ a) OV O O a) O OL U)> co O C .0 CL J 4- a) a) ®�'�Mo0N a)�'0--9-- X— 0-0 — 0•5 0 a) Q C V1 'O 04- -C O �� L0 4- 0 c O co C Q � +r !� C W 0 M E a) — o O, a) O a) M C L }2 C .0 0: 4- 0 0 �O m a) r C -0 Q O O O LL = a) >, N u) > p U O-0 C C `� O 2i O- N Q C) O O 0 C � L Q O V) C O ;� t6 C U V) 2� O a) ~ N •0- •� 0 -0 C L 00 m O O 0 O O-a a) 0 C U to -= O L E O V) a) a)- �-d a)co L Q N C i d �QcuE-j �� c��•°' ��a�a)a 0o � ' � o c 0) -c000 > -a � c c a a) U) 0 U) to Q 0 O 0 Q a) -0 c 4- cn V V W Q a) Q dQ-0 o o Q c O c.� 0 p o ® • • 06 d LUZD� WW2r- Z O F- Of a. � �., O W W LU � J Z 0O W Q� Z U) W w � LU R � p p�WCl w 0 U m I— Z Q W V Z J � J �W W a IL a N 51 N a rl N Z p) X O i N 0 0 N_ Q a) 60 p—J IL O >, n a) -O = U O 0 cvn cn ��Ecoa c O0—L caa)(nQ�o U) CL LE5 Q o- m�xoc a CL Eo° v, 0a cE 0o oO m -0 ( c ��U Lc'' o cQ � Cl MoUO CL :°O0 ��cn mopE - � c c6 ca0� c -E cn Q D 0)o (n o W n cn to QO U c ^0 cn c U o E :L O a)�tea)) O )� oC O O O�� p 00 O 0-CLQ m (a N O L W W Q L C6 a) - C p E c O c 0 m o cn � N •cc: � "— � O m L Co O U _0 Z a) cn O 0) (n.� 0 c' cf a) � vi .> c0i 3 ui NO = UU) � 0 N> 0 N c f °UcnE� nto N Q> L E �v 0) 0 nZ3 a)c/;0 �Q 0 L v n a) 0 ) EW v c—E OOO cUN °�) 0 co o C U0) 0° c � W-0 c: N U Z30 (nO ' ' a t6 N E��cnc6E � o� cc O O ai °oC C-Z o oC13�c o�u�-C �� o0Q- QoCL )Oo O 0 -a a)(D O7 m _ a) -0 a. -0 C .Q > a)) cn L)M ac a) O O O O O c (on E� CL CL. co �O i U O O O Q� W X� E -0 Q nO IL cn Q M— 0- e e e e • U � cr � Z W0 w WF'Z ` (^ ui Wm IL C /L W z W LL 0 z U- U OzOf M z QW0W z< a-z 0 Ca O Q z� p Q W W Q Q J CL X 0 CL a W Q 0 N N N N CO LU W d Z 0 a W o: c = CT a) 0 O z c a) Q p z c E 07 0) Q O z E E 0- CD Q O z a) o N Q o a) a cn 0 co 0 O 3 O �� c O a.7 0 L c2!, O Qom'" a)W O -0 0- L o a) M CL >p n a) a) -0 a) M p cn x � x W c N in a) Un c • p, a) O c --a) a) mO c °) atUo) - t :!_": _ a C0 4U)o L U 0 VJU �75-.�c Ea)' C U U ^ m a a) a) a) N QO t L O a+-) O O o,O c rL L -0 U (0 O N `� O O CL E O O O a) �.�� N cn O U=CO V �•L O a) � c O �� O cn +� 0 0 o O Ca U ��r%a� a° o ' �' cn o Q m^� C3 W N > a) W Q c z Z O .�. n a- M p a) `� n ''' >, L c -a C Q a) O U a) 0—.— a) L`�-p)cn -c c 0) a) p m c b co L E n L � C O— a) p 0 U a) Li U M a) N a) O N O X Op O C�� to -a .- L O L �-. O Z (Q U Q C.0 r c ,c (Q oO C— v) W a) a) O a) O a) O y , O O (n •�- a) L fn o o -� N '- > Z W ,_, U c 0� n c s a) L a n a) M m p Q z N Ca Q cn a) p <n �_ ca p N a) J N L a) a) - O c $- Q)� L E O O.- a) ) A Q 0 p W' Q (6 O a) C p — ate. U) _ O C O W a) f O p- 0 U LL. N a) a) L p 0 _0 p U `/ ^C' E O C fn ++ a) O p in M LV) c L ILM a) O '- � L co: p O c to cn U O p U Co O�_ C U a p O Cn E c(n" c Q. OCL V c > � a) C U � c 'I c O E — c a .V -a -C E c6 E p a c � 5 0 a) W > W a) L p N U p co O- Q a) L x N x m OUP W�2Z QQZ� (n LL cn.E LLdN (A Q"a NCn > a) Z Z � 0 Q J �Zo W U)�o Za Q } zv� J (n W WWf-W LU Wa � ZWU) LIJ W0t=m = D5Z W� � �OC) � 2 U�T WO QV m0 �ZF- (<a" UOw W IL Z 0 G. Q W 0 —� W _ �— CM O rn N H CW G W 5 (� W W CD W p o •L Q 0 c c 'i O "- � E X �O CLp' a) U) C E c Z O N � 4- O U) wo U E Q 0 (n c L > cn O Q U to O O -0N O E c _ U O c U c c 07 c c ,- L N a) N `�E-aE��- Q p+�Qa)c O � a) C3 c (B C a) 0) a- O Q � Q � a) O +� U .1.- CL6 f � .— (b : -0 C) ._ W 4- ®®� "_ p � -0 m _O �' m U �' c >1 E -0 Q ) 0 X 0 c c �M Oa) E U) �oU Q V c �c o• U Oa-O cQ-c E O Z O a) c c O . a) U _6 � y, �4 a)Q U) O 0-0 QE - a) E Q c -� O a) Q O m Co m e c w c mo a) 4 L J Q c O O O1'ap Q- co E c N O - W "� O O U Q>> a) M 4- "a U•O (6 Q- a) m U 07Q._ O Q U N p a) Q .0 QWO a) .a) .J a) U) U) Q .• a- Q L O O O O O O p a) _ E -Y U O I3:�0 IL QQ aa)) U= G G CC G Z W 0 0C/)mW U) m z Q b-�- O N~ Z L 1_ W W : H W O Z �0 0 U wW 0�wZ�f—EL CO z� �Zx0Om� LL OCJ �2~WI—�X z Q W a W U mW W _ � J� UQOQ� U J Q � D n a. 0 m w Z O J Q Q 2 H cn D F�- w Z w m t) m IL OC w IL CO Z w w 99 a w H LL w Z w m J m IL E o E � _U E c WN N V) a OU cn � � � -0 O O U c (D c c w �o�\Q ° o -Qo�o Q Imo •�'�_ °OEoa-COo E o a) 'c 0�a) o 0 Q�Oa) Mx x =� a) mO C�O OOO O a) O � U a+ 0�Q UaUcn�c700N�E 'L� C� p Q>4— pQ O 5- >VO E �O d QO cn > � Q. m Q O > iQo U c w Q Qa) Qm c-0 Q QL Q.M Q °. 0! c c e Q c� • e o m ° o o a, t � a 4- cB w ,� a) a) O Q- �O '� a) CoQ 0 N on o E E � � � L .> � a) U)E 0-0 ,_ L U o 0° 0 00 _0 o� c c -Q o � °- �� c c •N O z O 1= () E E ) E ca_ 0 O N v = N a) En a) cn cny � co Co cv o o c N m a) 0 0 m W °� ohm �E o°�a� CO -00 -o o0a)o Z oN Q Q c0 a) o� o oQ„-=0 00 cn ° o c o c L n i= cn o� U Q_ U +_+ _ (Q 00 Q) �, L C ; , �� U �- N O7 (D a) (Lf O a ' E Q �mc c�U°�ox�a)E ca'o.�Qa)xio J ��Qo o Q.oao coczo µ-o—CL a)ac4- A L Q L r O N Q L L cy- Q C:)Qm Q� LLOo co LOoJ J e e e e o e W~ m w C� w , Z m m W Z 0 W D O W L)J= ° F- Q O v w U Q a CL -i p W U p w z � -�.ccho�z wiz p Cl'- w o W 0 a O W 0z cn N U O O CO >+ N L �Q - CD � .� L W N o o m pW a) S pN cr oOcm OSo 7 OQ. CL 0 co v U W _cQoa o - E � 0 bto :NN 0. Q Nz U-N O - U . Opc6 > O 0Q 0-SL -0 oQU co U (n o co Vp- O_ Q. O co S Ea) �, _0 V- U D co (n Q. a) -0 W • • • • O z • p E O " U E -c O O -p � W S 1 0= Q C3 0, O 4- co O — .. CL N 'O co po _ �+ O O M W4- E +- — S coo SS U S p a) a=�p� +r o -a i O o O 0)Nocn S i� O }' as .o m ® Qj p cn V S mo o m� E a a- Oo 70 m +' �- 4— -p N OSc-0a S a)�� O p o o o� — EO � aEo QUo N C N + N ._ O .J cLo co> U(j o oO v�� U N— � O O- O O >, O E N3pO Q0-W O O Co OCU Q�_ m N O S O: '. C �E I- -p N Q cn O O S N co S Co 0 O L N L 00 VS O N `'= a) 0)C V 'U m O Q- O N S V— E J o0 0co "��Q0o 0-opmCm1dm3Qco om . ��° o a °a a�o a��' Q -0 0- �c U) cz �mmQ-o oQa) ma)�o� • • • • a • e 06 �' z (� �O Z m W W m - 5 a 0 0 O F- W O7 U W H Y Lu LL z ZQ J a J Z F— W LZLi a LL W W r z L o NQ �Jav canFR ��o W J Z U Q a U Q Q z® I— n. U� O Q cn a o W Q 0 Fol WE zE LU C L/�U w D NY ui V z W ram+ a) � 07 0 O m O z Q � W w o cn O U E z "- O 0 m m 4- cv Da) aa)) a E z E� > O ! L c c o tQ z o m -0 ca -aQ N�� Q c a) +- w It J a) E w z J w a -0 '= 0 0 0 Q � c6 0 U F_ z z W mz W F- m V Q w D a m O } U U) LU N W O U FQ Q n. w f•` co J Q W N LL W z W c.i J m D a a z 0 0 Q N H z W W W H LL W z W m U J m a Vi W I.L V W z ~ aO C -2 Q) O N p N �- �^`` cn O a) co co R3 'L co cC - E _� C C 0 0 0 "� �� X 'C 0 0 0 .- cn CO O N Q cp M 0 O`` roe > N Nam' O i~� N a) .�../ ^ v O O W N O) U � 4 aL)>ca) "=+--,aiA)NE O m E a S ca)�i�Zw Q in QU .a)ct6 � L a� 'O o a O7 ca �_ O Q L in aa) E� �._ ma) QN W .N O to `~ a) a) i m _ Q : c a) z L (n N __ M Z t ®� O A o r a) EQ � Ca) a) p�O m J Co 4O 6 O�0 cn - �cnW C .� O LO .� m > ; z � Q-o� - gym~ C: c n p ( co co o co >, >, 0 Q 17 E f ° -� L N tf wCU U E > Ew�w(nwWco 75 O a Q� �0 c':0 0 0 0 0 Q a) 6 O «. co L e N w z W m W V m Ow J J U O z a U p w w m w U J N} LLQ Z O 06 W z W O w H U U H w U 0 CE Q W 0 Q w IL 101 IMI M M z W w D W o w N �. 0 O_ N V 0 i U) 0) Q c O c 0 Q 0 CQ Q L L X > w N E �O c V 0 Uc�a�z N 0 Q c O c: O O Q' OU Ca 0- L L N O c X Co a)Z > w N J E O � '� U O cr z O W c a) c L c o Cn Y_ C O QN N = L O +�-y' (^n' (� .� (te^n' -0 W U (6� .� O O U O E _ �� U (n � cn U "J "O 0) CTRi to C!3 (o .Q m M U -0 U) O "O O'O c (Q a)L c O a)O_ O O 07 fU QQS c: 4 c m) - Z ( O O n (n O -c 6 L N N U O=O" � 1— U Cu (n L — U O .1.+ (n L- 1 O_ .� Q Q N i N U +� m c N O_ � '� N� O_ (6 J _ -Q (6 O "0 `- "O C O c 0 O O V _ Y 0 E O Q 0 �- Q O O (n �_ Q (Q .Q Q N O_ U (n N 0-0 (n L II N O W Q-0~ a� O 0 0 Cn Cn E OUN Z c O W E p / c O O Y (0 c .L N O a� ,� c c U 0-0-5 ^` � U O O c c N CD co a) O E c F N += m> 1-' E o c (n L O (n N U� a (n c 0 0 c (B c p c U V-- O O to= N > � to � 1` O (0 1� c =E °coca-' �aa�a�0Fnconoaa;,°�'�,^��'c°�' O J a^ O M L (a j—> FL U F- U U O += -p a) >+ N 0—Vi 0) N O- C6 -"= N co L i.1. Q -0 .(l)0 Q) O- N O_ Q v- (n Q- M O_ L- L L 00 0 0 0 0o m��—moo Cn Q E 1 U L m L E (o � (n Q W fB W O—• U O (n (n O. O O z LL W ui 2 U MFW.. W - z j � OZ Q U J F— O w O 1~ a- r w o ors z Z N W � H �: O azw� mw�> Q 75;O I— Q U O w a U 0 All 07 INS d• M fFC Z O W O Qcn E XLU Q U)L •L � � o w C o o aC•L Q Z, to m o U .T) Z L O O `0 � c > � a�i (l aa) 4-- .cn " � >' C C O Q � o O 0 E N S >_ "' c O 0-0 0 U W O O O O O O® Q o� C6 O Q N +, N O p •C O Co U p� V 4L- C6 C C_ C O cn w - �O � m .O -O T O U f/i Qi V O 0 .�>.+ L_ o CZ C Q% � � co C L - Ri Z N� m N O CO N U N a 0) L E C O O C� O `F I— V U -O O -p fn Q O O �� CO U (6 O U to D N O L O� > C i v (0 N 4- U fn O C (l3 Q O N O 4- >+ L E N co 7o Q C W O O N C O -O 0 0 C6 Q O O O O O N O C6 (6 O (B -0 E ,� U (Q cn U y_ E cn U O N Q- (n N O � •c � o L au))� N (an)'� Ca (B U C Q E � O O o •O ,,.� �Oa) C� i a) 0 E Q n c o J Nn E O a 'E 0 0 0 0 0 ° ° ° o 0 o o= c Q �°ICD- vUEco �o H T;� W W 7-5 mUJ F— 2 O Q O a aM '�z z Cl)0 O oa z �_ � CD co Q Fol Ln M Cl) W W C9 � C L C a) "p O a) E Q C .Q i c- E a) E N OL a) 0 X > 0- a) 0 a) N ca O mO E E O a a) c U O a) - O V a) .-.' ECO E ,U Q E N Z) 0 •a o ��.(nCL inE�Q o°ca>o.wz�U.�ax�Q�.�°��Ew r_ O U �_. CL N O a) a)�a) O a) 70 a)Q- a) � U) N a) .�- `� O Ca U U O- Q U .O c 'Q QQ 0 N O 0) CL �--� o O E L a) 0 m> O L a) O +• a) Q N > - U a) a) O a) Eo � 0)E L �--� m e L o Q cu N M E O �_ L Q E 0) a) ® c:L m cn `� cn U) C:�_ - -O N L O O + .a) -0 O C N W U M> E (i3 L CO c �- a) O L «, -C"O m U)C CT Z ® --- a) U) L C cn (n .� �� : 4- �-c cn C U o,- �E"o—Ea) N U �c6U O .0 N.— o�m Q o U Q O ++ L (n C Q � � V 0 Q J a Q 0 .� � °=ate O 0 a) O `u `�— O a) `a) �� Q �m� W es° �aa) .�� O 3 m oU a) U a) Q Q O U O" p ❑ � ' E� U o U)U E � E 4- � 0 a) �- � o�� ,, c''�: C 0 CL L C E �. C. cCi U 0- L p 0 a) O Q UC J m }M cn O c 0)M .L O� >, O- N M0= cu M aM �o E60 >o U —UmUO� !,.� �cn �aCi �70 Qo. � CL n �Mo— Q Q->� o c� o ��cn ca m c—Eca m— O-U. cn (n � m U a) o ❑ .E Q U- 'p In Q U (n .E • • o o • H � W � z U m H W P m Q v qg Q a U z p H O � a n.� W� zzQ �� z Z Q 5 LU O z O w w Q O y Z lai a- 06 �� O �� U 2 ►— Z U) O� z w 0 m w z z W Q a CO w0�❑ a❑U- LU It 6 0 ❑ R H m .N Z L _0 W c a) a) c 70 a) O o c �CP �a)-0� `�Q..-0m�-00) �a as N L 0 O .Q C •L a) a) C -0 E c Q) j UW_a O_0 > QQ� N X Q W O Q a) C) to O O O Q- E C a) >> -p i .� "O C Q •ln .0 O -0 Z a) O U p 0 a) r- M-0 Q- O O C. V "O �_ U "eLCU 'X Q UU�aX O a) O CO � UQ.._a)z��zOL) (n0 fi V CL-0 � W L a--L - WCL a) M N > o � — r •� 0) a) V 0 C6 O Q C O Q C� O N CB -� C Z O O O D O -O j Co 0 a) ® �.N I-- E- �'� �mca�� tea) O)o Q V E p CL a) c p) N c a) Q N a)? � c cv O E O O C Q W-a N = cn W� U) v o L o N C a) M� ca 0 O� to p� M O- t' O 0 -0 : O -0 Q U U U a) to O- 4- � = C: 0>007 mC):3 (f) Oct Q caa)6-0c CL �'�uQio E 0M o-aaa)i J 3a O_ E Q c L }. x �aEi�c°��c�cn��_o�� Q-o a �� E E E cno. �V a� �>cn Q v)� �axiDa0C —MM 0�o • e e e • LN~I Q m J U Z � w z m W j Z �_: 0 W cn g W U a � o z w w o o d = Q U) U 0~ W U) Q ' J m ct pp Ca W U XZ� LLU c Z W WQ Q w U 0 U) O w O Q ❑ a El O f� V bi H 0 Z p Z a € k t 3 4 4 5 0e S Y 4 J4� 3g5o x 8 $73 H "n z A W 3 gam U a0 3Y 5yh 71 a 0� n $'n 0 § - z uj IN (ly ZU 10M 0 0 0 z 2 < -1 0 y K a WHEN RECORDED MAIL TO: After wordin& send to: KW Kelton -Bend Owner, LLC 151 South EI Camino Drive Beverly Hills, California 90212 Attention: In Ku Lee Until a change is requested, all tax statements shall be sent to: KW Kelton -Bend Owner, LLC 151 South El Camino Drive Beverly Hills, California 90212 Attention: Korpine Asset Manager Deschutes County Official Records 2022-00237 Stn=1 BN O'1/0312022 03:30 PM Stn $25,00 $11.00 $10,00 $61,00 S6M $113.00 1, Steve Dennison, County Clerk for DeSChUteS County, Oregon, Certify that the instrument identified herein was recorded in the Official Records. Steve Dennison - County Clerk SPECIAL WARRANTY DEED MCKENZIE CREEK DEVELOPMENT, LLC, an Oregon limited liability company ("Grant r"), conveys and specially warrants to KW KELI'ON-BEND OWNER, LLC, a Delaware limited liability company ('`Grantee"), the real property described on Exhibit A attached hereto and incorporated herein (the "Prover ") together with, all and singular, all ot'Grantot's right, title and interest in and to (i) the rights, benefits, privileges, tenements, hereditaments, casements, rights -of -way and appurtenances belonging or in anywise appertaining to the same, including all mineral rights, development rights, air and water rights; (ii) the improvements thereon, including, without limitation, the apartment complex and all related facilities, amenities, structures, driveways and walkways, all of which have been constructed on the Property; and (iii) all strips and gores, and any land lying in the bed of any street, road or alley open or proposed adjoining such Property, and all privileges, easements, tenements, hereditaments, rights -of -way, appurtenances and other interests, open or proposed, in, on, under, across, in front of, abutting or adjoining the Property, free of encumbrances created or svfFered by Grantor except for (v) real estate taxes and assessments not yet due and payable, (w) all acts and agreements of Grantee or anyone claiming by, through or under Grantee, (x) all existing zoning laws and ordinances and land use regulations, (y) any matter of record atfectinb the Property, and (r) those matters affecting the Property which would be disclosed by an accurate ALTA survey thereof The true and actual consideration for this transfer is $40,000,000. BEFORE SIGNING OR ACCEPTING THIS INSTRUMENT, THE PERSON TRANSFERRING FEE TITLE SHOULD INQUIRE ABOUT THE PFRSON`S RIGHTS. IF ANY, UNDER ORS 195,300, 195.301 AND 195.305 TO 195.336 AND SECTIONS 5 TO 11, CHAPTER 424, OREGON LAWS 2007. SECTIONS 2 TO 9 AND 17, CHAPTER 855, OREGON LAWS 2009, AND SECTIONS 2 TO 7, CHAPTER 8, OREGON LAWS 2010. THIS INSTRUMENT DOES NOT ALLOW USE OF THE PROPERTY DESCRIBED IN THIS INSTRUMENT IN VIOLATION OF APPLICABLE LAND USE LAWS ANI) REGULATIONS. BEFORE SIGNING OR ACCEPTING THIS INSTRUMENT, THE PERSON ACQUIRING FEE TITLE TO THE PROPERTY SHOULD CHECK WITH THE APPROPRIATE CITY OR COUNTY PLANNING DEPARTMENT TO VERIFY THAT THE UNIT OF LAND BEING TRANSFERRED IS A LAWFULLY ESTABLIS14ED LOT OR PARCEL, AS DEFINED IN ORS 92.010 OR 215.010, TO VERII:Y THE APPROVED USES OF THE LOT OR PARCEL, TO DETERMINE, ANY LIMITS ON LAWSUIT'S AGAINST FARMNG OR FOREST PRACTICES, AS DEFINED IN ORS 30.930, AND TO INQUIRE ABOUT THE RIGHTS OF NEIGHBORING PROPERTY OWNERS, IF ANY, UNDER ORS 195.300, 195.301 AND 195.305 TO 195.336 AND SECTIONS 5 TO 11, CHAPTER 424, OREGON LAWS 2007, SECTIONS 2 TO 9 AND 17, CIiAP ER 855, OREGON LAWS 2009, AND SFC'I`IONS 2 TO 7, CFIAPTER 8, OREGON LAWS 2010. [Signature appears on following page] MWMdttrdt1g, 'sham 10 Amer€tttle 15OREGON AVENUE. SEND DATED this 31 st day of December, 2021 GRANTOR: MCKENZIE CREEK DEVELOPMENT, LLC, an Oregon limited liabili o pany By: Name: Howard M. Day, Sr. Title: Manager STATE OF ORECON SS. COUNTY OF The foregoing instrument was the Managered before me on Creelk Development, opl�nent£ December, Or Oregon by Howard M. Day, Sr., as of Mci�enzie limited liability company. Notary Pub ' r Oregon [Notary Seal] STAMP My commission expires: 12. 11 ` ZZ JEWMMUMMOMATE NOTARY PUMM-OREWN OOMMMSKM ND. 8818M 1alY "EXPM @ice 17, 2M [Signature Page to Special Warranty Deed] EXHIBIT "A" Legal Description Parcel 1: A tract of land located in the Northeast Quarter (NE1/4) of Section Five (5), Township Eighteen (18) South, Range Twelve (12), East of the Willamette Meridian, Deschutes County, Oregon, being more particularly described as follows: Commencing at the Southeast comer of the West Half Northeast Quarter (WI/2 NE 1/4) of said Section 5; thence North 00°55'07" West along the East line of said W 1 /2 NEIA, a distance of 1573.29 feet to the true point of beginning; thence North 85° 15'22" West, a distance of 1090.97 feet; thence South 69°49'30" West, a distance of 189.16 feet; thence North 02°47`39" West, a distance of 571.38 feet; thence on the arc of a 758.23 foot radius curve to the left, a distance of 206.58 feet, the chord bears North 79000'03" East, 205.94 feet; thence North 71 ° 11'45" East, a distance of 36.83 feet; thence on the arc of a 629.48 foot radius curve to the right, a distance of 211.94 feet, the chord bears North 80°50'29" East, 210.94 feet; thence South 89°30'48" East, a distance of 897.63 feet; thence on the are of a 81.33 foot radius curve to the right, a distance of 79.02 feet, the chord bears South 61 °40'51" East, 75.95 feet; thence South 33050'54" East, a distance of 320.79 feet; thence on the arc of a 653.11 foot radius curve to the left, a distance of 123.83 feet, the chord bears South 23°55'59" West, 123.64 feet; thence South 18030'06" West, a distance of 284.75 feet; thence North 85°15'22" West, a distance of 155.35 feet to the true point of beginning. EXCEPT any portion lying within the right of way of Division Street. TOGETHER WITH a tract of land located in a portion of Government Lot One (1) of Section Five (5), Township Eighteen (18) South, Range Twelve (12), East of the Willamette Meridian, Deschutes County, Oregon, being more particularly described as follows: Commencing at the Southeast corner of the West Half of the Northeast Quarter (W 1/2NE1/4) of said Section 5; thence North 00"55'07" West along the East line of said W 1/2NE1/4, a distance of 1573.29 feet; thence South 85°15'22" East, a distance of 155.35 feet to the Southeast corner of Parcel 1 above, and the true point of beginning; thence North 18°30'06" East along the East line of Parcel 1 above, a distance of 284.75 feet; thence along said Fast line on the arc of a 653.11 foot radius curve to the right, a distance of 123.83 feet, (the chord bears North 23"55'59" East, 123.64 feet); thence South 33°50'31" East, a distance of 45.19 feet; thence following the arc of a 613.11 foot radius curve left, a distance of 95.87 feet, (the chord bears South 22'59' 15" West, 95.77 feet); thence South 18°30'29" West, a distance of 274.96 feet to a point which bears South 85115'22" East, a distance of 41.18 feet from the true point of beginning; thence North 85°15'22" West, a distance of 41.18 feet to the true point of beginning. EXCEPT any portion lying within the right of way of Division Street. Parcel 2: All of Grantor's interest in that certain tract of land known as industrial Way (a private road) and being more particularly described as follows: A parcel of land located in a portion of the Northeast Quarter (NE 1/4) of Section 5, Township 18 South, Range 12, East of the Willamette Meridian, Deschutes County, Oregon, being more particularly described as follows: Beginning at a point on the south boundary of the Plat.of Mill "A" Area of Shevlin Center as recorded April 6, 1983 in Plat Cabinet C, Page 104 in the office of the Deschutes County Clerk, which bears North 89035'54" East a distance of 29.87 feet from the Southwest comer of said Plat; thence along said south boundary the following three courses and two curves: North 89°35'54" East a distance of 120.00 feet; 149.08 feet along the are of a tangent curve to the left with a radius of 464.31 feet, the chord of which bears North 80'24'01' East for a distance of 148.44 feet; North 71 ° l2'08" Fast a distance of 36.83 feet; 232.14 feet along the arc of a tangent curve to the right with a radius of 689.48 feet, the chord of which bears North 80°50'52" East for a distance of 231.05 feet; South 89'30'25 East a distance of 80.92 feet to the southeast corner of said Plat and the southwest corner of Partition Plat No. 1998-26 as recorded June 18, 1998 in 'Partition Plat Cabinet 1, Page 669 in the office of the Deschutes County Clerk; Thence along the south boundary of said Partition Plat continuing South 89°30'25" East a distance of 380.33 feet to the southeast corner of Parcel I of said Partition Plat and the southwest corner of the land described in Warranty Deed recorded October 1, 2002 in Volume 2000, Page 53925 of Deschutes County Ofticial Records; thence along the south boundary of the lands described in said deed continuing South 89930'25" East a distance of 255.18 feet to a point on the west boundary of "Parcel 1-Fee" as described in Deed recorded January 28, 1998 in Volume 478, Page 493 of Deschutes County Official Records; thence along said west boundary South 54°06'23" West a distance of 101.14 feet to a point on the north boundary of the lands described in Statutory Warranty Deed recorded March 11, 2004 in Volume 2004, Page 1337 of Deschutes County Official Records; thence along said north boundary the following two courses and two curves: North 89130'25" West a distance of 635.01 feet; 211.95 feet along the arc of a tangent curve to the left with a radius of 629.48 feet, the chord of which bears South 80°50'52" West for a distance of 210.94 feet; South 71 ° l 2'08" West a distance of 36.83 feet; 206.17 feet along the are of tangent curve to the right with a radius of 758.23 feet, the chord of which bears South 78°59'31" West for a distance of 205.54 feet to a point on the boundary of 19orthside Terrace as recorded June 30, 1998 in Plat Cabinet E, Page 60 in the office of the Deschutes County Clerk Thence along said flat boundary the following two courses North 02047'43" West a distance of 11.05 feet; South 89035'54" West a distance of 53.68 feet; Whence leaving said PIat boundary 36.59 feet along a non -tangent curve to the left with a radius of 240.00 feet, the chord of which bears North 49°52'07" West a distance of 36.56 feet (said curve being parallel with and offset 80.00 feet from the northeasterly boundary of Lot 6 of said Plat) to a point on the east boundary of the 60 foot wide private way and utility easement as shown on the Plat of Milt "A" Area of Shevlin Center Second Addition, as recorded August 8, 1986 in Plat Cabinet C, Page 207 in the office of the Deschutes County Clerk; thence along said east boundary North 02'47' 16" West a distance of 36.27 feet to the Point of Beginning. 3tlf11'�311N'Jtltl 3dtl�SONtlISNINNtlIdAtll$3tl0i�aY�/ 53otlnsatlivuniVN-DNMAMS UNItl33NI`JN3 Qv ��/�� XOJ 0113-SNvNN.N sa9W11 f0([6 tlJ 'eN3B aI lLs 'aa owl Am ¢¢ ]ll ANISFpd A 9XYa33NkRN SN/ N003aO `aN38 NOS11M AC13NN3J1 M31A3H NVId 311S l 101 o N o U NVId 311S AUVNIWI"13Hd up up a:w N T gg�Q�N d i a� re 133uls 310W3sis Ms rn IL _ I � Pik <s�k �S €a B t k HM LU LU wnl, o. 91 F Jfi I w "n t g j 3ME❑ 1 000 LU z ro 'E 51 Fq j LEY z El El F1 E EAEK A CEAo Z LU 'D z El F-1 El R 9 E9 E9 E F El El ui of < C3 z CN CD 43 J V3HVJDAroHd 03SIA3N WSKOV804 i El Fq �F9 A was - =own C14 o 'o IVIMMS M31A38 NVId KIS EZOZIIJ8 z z w Lu w w z z z (D w w w z ow :5 :5 0 0 w w of LL SO of U, > > > w e`Y G To o� I I I I VRVIOW08d a3SI MIUdSVZOV90 n 4 fi h ,, M F Ng HH g s U s ,� Q a v �€ d,- oqS i J .IRS OU - X. —a _ ' 1S 3NId83A3 MS Y i -77 I >¢ � I l 1 _ i a �1 gg 1 M ,z < u%_ 1S ON09 < da m i t: s r.i 3 w a 7a _ I� . \ L —_3 ' 0 m € .17 F Y C Z - s Fgg z V4vY zP�M €� e fi �n e O n 3 m ,Z; m D z zO m i O I DDm 81712023 SITE PLAN REVIEW SUBMITTAL ox [.flo q it 5�� 4�e 30 m3 NFL VP$Q c I� ' z .a S ip { OF ' Z 3n a x N 0 0 J � ch 3 � a- "., Z'. W' Q '. \ > .... .:. «a I } \ � � ... . ... . : . . .. sw } ƒ )) ) R \1111!»2 ( \[]!}\ \ ƒ \ \ Q . . . . . . ivi.uwans MaMN NVId I . z�� Z \\\\OmI \ . .� � \ < \ � ~ � \ ! R\ e� e \ \^ \ \l '?a$ (4 2\ ® g oM . .. � . . . w. . . . . : . .. . : . .. .. . ...... . � . . ... .� � . ... . .. . : �. a �x ox o 1V111W60S M31AM NV18 311S CZOZIgS rc E E 5 N a Cl Co m itlllIW9NS MMA38 NVId 311S HOZHiB O_x A VIP � •n y � w :P a W O W 8 r az O 9 O .Rcm �i cEnp _ �t+ [r�� Efl _ci 2,cxA 8 6� w w 0 LL �'w v N Q aa o" ,R'� pa Ivam80S M31A3N NVId 311S EZOZI48 :. : .. . . .. .. .. . . .. .. «. . . . .. «. . .. . : . .. .. .: .. . IVJ-L[WgnS MRIA316 NVld 6 � MEETING DATE: March 27, 2024 SUBJECT: Planning Commissioner Appointment and Reappointment BACKGROUND AND POLICY IMPLICATIONS: The Board of County Commissioners will consider appointing a person for an at -large Planning Commission position on March 27. The term runs through June 30, 2027. There is also an opportunity for the Board to reappoint the Planning Commissioner representing the Bend area to a second four-year term, starting on July 1, 2024. BUDGET IMPACTS: None ATTENDANCE: Peter Gutowsky, CDD Director MEMORANDUM TO: Deschutes County Board of Commissioners FROM: Peter Gutowsky, AICP, Director DATE: March 20, 2024 SUBJECT: Planning Commissioner Appointment and Reappointment The Board of County Commissioners (Board) will consider appointing a person for an at -large Planning Commission position on March 27. The term runs through June 30, 2027. There is also an opportunity for the Board to reappoint the Planning Commissioner representing the Bend area to a second four-year term, starting on July 1, 2024. BACKGROUND The Community Development Department (CDD) initiated a one -month recruitment process in February for an at -large Planning Commissioner vacancy. Twelve candidates applied. After coordinating with the Board individually, five will be interviewed on March 22. Toni Williams, Planning Commissioner Chair and Jessica Kieras, Vice Chair will participate with me in one of three panels. Each will be paired with a county commissioner. Susan Altman will complete her first four-year term as a Planning Commissioner representing the Bend area on June 30, 2024. She recently expressed interest in serving a second term at the pleasure of the Board. Her standing on the Planning Commission is excellent. Last year, she was the vice -chair. v'(E S C0 G2� BOARD OF COMMISSIONERS MEETING DATE: March 27, 2024 SUBJECT: COHC Engaging Communities and Schools in Substance Misuse and Overdose Prevention Grant Application RECOMMENDED MOTION: Move approval to apply for the COHC Engaging Communities and Schools in Substance Misuse and Overdose Prevention Grant. BACKGROUND AND POLICY IMPLICATIONS: Deschutes County Health Services (DCHS) seeks approval to apply for a $125,000 Central Oregon Health Council (COHC) Engaging Communities and Schools in Substance Misuse and Overdose Prevention Grant. This grant opportunity would support initiatives that engage students, communities, and various stakeholders in effective substance misuse prevention efforts. The goal is to create a multi -faceted approach that goes beyond traditional harm reduction strategies, focusing on preventative messaging, community dialogue, and reducing the stigma surrounding substance use disorders (SUD) and naloxone use. Awards can range from $25,000 to $125,000 and funding can be spent over multiple years. DCHS's Prevention and Health Promotion (PHP) Program proposes to use any grant funds awarded to continue operations of the UpShift program. UpShift was designed by PHP to improve the ways schools approach students who are using substances by ensuring appropriate prevention and intervention strategies. UpShift is designed to actively engage with students who are using substances to help them adopt healthy behaviors and stay in school. The program also serves to increase student and guardian knowledge of substance use risks and to enhance supportive networks within the school community. The UpShift program is offered to all students who engage in substance use and aims to help them identify the root cause(s) of their behavior. Students in the program are evaluated to determine their level of risk and then referred for appropriate intervention. If awarded, DCHS intends to use all funding to help sustain the existing regular, 1.0 FTE Community Health Specialist II (CHSII). The CHSII position oversees UpShift implementation in all three school districts in Deschutes County. The position is currently funded by OHA Program Element (PE) 36, Alcohol and Drug Prevention and Education Program (ADPEP). OHA, PE 36 funding allocations have not increased for several years and are not sufficient to maintain the 1.0 FTE. The Department seeks to use funding from this grant to support the position through FY27. BUDGET IMPACTS: If awarded, $125,000 revenue for the term July 1, 2025 through June 30, 2027. Because this COHC grant opportunity does not allow for indirect costs, DCHS will consider options to address the shortfall created in FY26 and 27 budgets —this may include reprioritization of current resources or reduction of FTE. ATTENDANCE: Jessica Jacks, Manager, Public Health Program Heather Tang, Substance Misuse Prevention Strategist vSES C �O L G k�� I BOAR® OF o < COMMISSIONERS MEETING DATE: March 27, 2024 SUBJECT: Deliberations: Draft 2020-2040 Tumalo Community Plan Update RECOMMENDED ACTION: On March 27, 2024, the Board of County Commissioners (Board) will deliberate on the County's drafted 2020-2040 Tumalo Community Plan Update. The Board is not limited to the issue areas outlined in the attached memorandum; rather, the Commissioners are welcome to deliberate on any desired topics from the public record which they deem pertinent. If the Board determines that additional deliberations are necessary, those will be continued at a future meeting. If the Board concludes its deliberations during the March 27th meeting, it may then vote on whether to adopt the plan as drafted, adopt the plan with amendments, or deny the plan. Following deliberations and subsequent action to adopt the plan, staff will return at a future meeting with a draft ordinance for first reading. BACKGROUND AND POLICY IMPLICATIONS: The full record of the Draft 2020-2040 Tumalo Community Plan Update (Files 247-23- 000509-PA, 510-TA) is located on the project webpage: httDS://www.deschutescountv.Rov/cd/page/tumalo-communitv-plan-update-2020-2040- 247-23-000509-pa-510-ta BUDGET IMPACTS: None ATTENDANCE: Tarik Rawlings, Senior Transportation Planner MEMORANDUM TO: Deschutes County Board of County Commissioners (Board) FROM: Tarik Rawlings, Senior Transportation Planner DATE: March 20, 2024 SUBJECT: Deliberations: Tumalo Community Plan update - File no. 247-23-000509-PA, 510-TA The Planning Division is updating the 2010-2030 Tumalo Community Plan (TCP) to 2020-2040 due to changes in the community and passage of time. Additionally, the County received a $75,000 Transportation Grant Management (TGM) from the State, of which the bulk was dedicated to update the bike/ped/transit, aka Active Transportation, element of the TCP. The County hired Kittelson and Associates (KAI) to do the work for the TGM grant. The purpose of this memo is to summarize the public input received regarding the TCP and to provide a recap of the public process undertaken for this project. Following a public hearing on December 6, 2023, the Board of County Commissioners (Board) will engage in deliberations on March 27, 2024. I. BACKGROUND Tumalo is an Unincorporated Community under Oregon Administrative Rule (OAR) 660-022, meaning the land use pattern is quasi -urban in terms of density and land uses and predated Oregon's land use system, which began in 1973. The state classifies Tumalo as a Rural Unincorporated Community' and the County administers it under Deschutes County Code (DCC) 18.67. The Tumalo Community Plan is Section 4.7 of the Comprehensive Plan and appears as Appendix B of the Comprehensive Plan. In support of the TCP update, staff prepared a website, www.deschutes.org/tumaloplan, which featured a StoryMap that provided a narrative of the project, the community's history, the purpose of the TCP, surveys, and an opportunity to leave a contact email. Additionally, the full record 1 OAR 660-020-010(7) "Rural Community is an unincorporated community which consists primarily of permanent residential dwellings but also has at least two other land uses that provide commercial, industrial, or public uses (including but not limited to schools, churches, grange halls, post offices) to the community, the surrounding area, or to persons traveling through the area." 117 NW Lafayette Avenue, Bend, Oregon 97703 1 P.O. Box 6005, Bend, OR 97708-6005 Q1 (541) 388-6575 @cdd@deschutes.org @ www,deschutes.org/cd including public and agency comments is included at the following project -specific website: https://www.deschutescounty.gov/cd/page/tumalo-community-plan-update-2020-2040-247-23- 000509-pa-510-ta Staff provided numerous methods for the public to provide input on what they wanted in the TCP, comments on the community vision, as well as specific draft goals and policies. The public outreach methods ranged from traditional meetings in the Tumalo School Gym to face-to-face meetings at a local coffeehouse to Zoom meetings. Public outreach included mailers to Tumalo residents initially. These were followed by emails via Constant Contact based on information from attendance sheets, contact info left at the website, or phone calls and/or emails to Planning staff. Outreach for specific events included: • Tumalo StoryMap #1, April 27-May 25, 2022 • Tumalo Community Plan Open House #1, May 11, 2022 (Kick Off meeting) • Meet A Planner, Tumalo Coffeehouse, Zoom, or phone, June 13-24, 2022 • Tumalo StoryMap #2, June 29 July 27, 2022 • Tumalo Community Plan Open House, #2, August 22, 2022 (Draft TCP, V version) • Meet A Planner, Tumalo Coffeehouse, Zoom, or phone, May 2-9, 2023 • Tumalo StoryMap #3, April 23, 2023, to present • Tumalo Open House #3, May 17, 2023, (Draft TCP, 2nd version) The Planning Commission (PC) hosted the initial hearings for review of this update. Staff held a July 27, 2023, work session with the Planning Commission to provide an overview of the updated TCP and the process to create it. The PC held a public hearing3 on August 10, 2023, on the draft 2020- 2040 TCP. The PC voted to continue the public hearing to August 24, 20234 and collected additional public comments. At the conclusion of oral testimony on August 24, 2023, the PC voted to close the oral and record and leave the written record open until 4 p.m. on September 7, 2023. Deliberations before the PC were initially held on October 12, 2023' with the PC voting to continue deliberations until October 26, 2023. The PC held continued deliberations on October 26, 20236, ultimately making a recommendation to the Board to adopt the TCP document including amendments. The PC's recommendation was presented to the Board at a public hearing on December 6, 20237 and the Board voted to keep the written record open until December 13, 2023 at 4:00pm to collect any additional public input. In anticipation of the Board's public hearing on December 6, 2023, notice was provided to the Department of Land Conservation and Development (DLCD) on July 6, 2023 with a Notice of Application sent to agency partners on July 21, 2023. Additionally, a Notice of Public Hearing was published in the Bulletin newspaper on November 19, 2023 and courtesy email notice was sent to participating parties on November 17, 2023. These relevant dates and events are outlined in Table 1, below. z https://www.deschutes.org/bc-pc/page/planning-commission-37 3 https://www.deschutes.org/bc-pc/page/planning-commission-38 4 https://www.deschutes.org/bc-pc/page/planning-commission-39 s https://www.deschutes.org/bc-pc/page/planning-commission-41 e https://www.deschutes.org/bc-pc/page/planning-commission-42 https://www.deschutes.org/bcc/page/board-county-commissioners-meeting-140 Page 2 of 5 Table 1 — TCP review Timeline Date Event July 6, 2023 Notice provided to the DLCD in anticipation of the Board's public hearing. July 21, 2023 Notice of Application sent to agency partners. July 27, 2023 Work session with the Planning Commission (PC) to overview the updated TCP. August 10, 2023 Public hearing on the draft 2020-2040 TCP. August 24, 2023 Continuation of public hearing and closure of oral testimony, written record left open. September 7, 2023 Written record closed at 4 p.m. October 12, 2023 Initial deliberations before the PC. October 26, 2023 Continued deliberations and PC's recommendation to adopt the TCP with amendments. November 17, 2023 Courtesy email notice sent to participating parties. November 19, 2023 Notice of Public Hearing published in the Bulletin newspaper. December 6, 2023 Public hearing where the PC's recommendation was presented to the Board. December 13, 2023 Written record kept open until 4:OOpm for additional public input. For a detailed account of the PC's recommendation, including proposed amendments to the draft TCP, please see Section V, below. 11. KEY ASPECTS OF THE 2020-2040 TCP The prevailing sentiment of the public who attended or commented was the desire to preserve Tumalo's feel of being a small town. There were also concerns about the possibility of private sewer (which serves the higher density residential neighborhood on the south side of U.S. 20) extending across the highway into Tumalo and the changes this could bring to the community. Several public comments focused on limiting the number of dwelling units that could be approved in association with a multi -family dwelling complex. Other concerns included balancing economic development with Tumalo's historically rural nature, the side effects of tourism, protecting the Deschutes River, and concerns about rising traffic volumes and the speed of traffic. Below is a summary of the differences between the current TCP and the draft update. Differences Between Draft 2020 TCP and 2010 TCP GOALS POLICIES SECTION TITLE Unchanged Changed New Unchanged Changed New Deleted Land Use X 2 2 2 Natural Resources, Open Space, Rec X 1 9 6 Residential Area X 2 2 4 Econ Development X 2 3 1 1 Page 3 of 5 Public Facilities _ X 6 5 2 Transportation X NA NA NA NA Road Network NA NA NA 3 1 1 Roads & sidewalks NA NA NA 2 3 2 Totals 3 3 1 9 1 26 1 17 1 10 An attached color -coded version of the TCP is included to show how various goals and policies address these and other issues. Additionally, the attached spreadsheet compares and contrasts the 2020-2040 TCP goals and policies to the 2010-2030 TCP and provides a summary of why the text remained the same, was changed, or new language was added. III. KEY ASPECTS OF THE TGM GRANT FOR BIKE/PED/TRANSIT IN TUMALO The Tumalo portion of the TGM grant had an overlap with the TCP, including having consultant staff at the May 11, 2022, Kick Off meeting. Other public outreach occurred via: • Walking downtown tour of Tumalo, focusing on bike/ped/transit, June 8, 2022 • Interactive StoryMap, June 8 July 13, 2022 • Virtual Open House, October 5-24, 2022 The dominant themes were safety and improvements to lower speeds; pedestrian connectivity; location of future transit stop; and potential amendments to bike standards in Deschutes County Code (DCC) at 17.48, Table A (Road Standards) and Table B (Bikeway Standards). The specific recommendations are found in two memos, Final Concept Plan (December 7, 2022) and TCP Active Transportation Update and SCVAP Trails Expansion Outreach - Implementation Measures Deschutes County Code (January 31. 2023). IV. RELATIONSHIP TO TUMALO SEWER FEASIBILITY STUDY While the TCP and sewer feasibility unfolded at roughly the same time, they have no regulatory relationship. The sewer feasibility study was an economic analysis of various alternatives to bring sewer to Tumalo via either extension of Tumalo Property Owners Association (TPOA) existing private system; a new local and collector system; or having a pipeline connect to the City of Bend system. The study's assumption and conclusions can be found at this link: full report and appendices.pdf (deschutes.org) While the sewer feasibility study was a separate process, staff repeatedly heard from the community about its concerns regarding cost, effect of development, fees, and potential implications for denser development. Staff crafted policies in response to these concerns that appear in the TCP Public Facilities section. Page 4 of 5 V. PLANNING COMMISSION REVIEW AND RECOMMENDATION Following public hearings, the PC ultimately made a recommendation to the Board to adopt the TCP document including the following amendments: • Remove Policies #10 and #11 from the Natural Resources, Open Space, and Recreation Policies section of the TCP's goals and policies. (5 Commissioners in favor, 1 Commissioner in opposition, 1 Commissioner abstained) • Add a policy to explore legislative changes to limit multi -family housing to 4 units in Tumalo. (7 Commissioners unanimously in favor) • Support for public art in Tumalo. (7 Commissioners unanimously in favor) • Encourage residents and community groups to reach out to Deschutes County for updates and information. (5 Commissioners in favor, 2 Commissioners in opposition) VI. NEXT STEPS The Board is not limited to the issue areas outlined in the PC's recommendation or referenced elsewhere in this memorandum and the Commissioners are welcome to deliberate on any desired topics from public record that they deem pertinent. If the Board determines that additional deliberations are necessary, staff will work with the Board to schedule a future meeting for continued deliberations. If the Board concludes their deliberations during the March 27, 2024 meeting, the Board may then vote on whether to adopt the plan as drafted, adopt the plan with amendments, or deny the plan. If the Board renders a vote during the March 27, 2024 meeting, staff will coordinate with the Board to return for a future meeting during which a draft ordinance and relevant exhibits will be presented and a first reading of the ordinance initiated. VII. CONCLUSION Staff is prepared to answer any questions. ATTACHMENTS: 1. Draft Tumalo Community Plan (2020-2040) 2. TCP Findings 3. Color -coded version of goals and policies 4. Spreadsheet of 2020 and 2010 TCP text with notes 5. Final memos for Tumalo bike/ped/transit portion of TGM grant • Final Concept Plan (December 7, 2022) • TCP Active Transportation Update and SCVAP Trails Expansion Outreach - Implementation Measures Deschutes County Code Qanuary 31. 2023) Page 5 of 5 Deschutes County Turnalo Community Plan 2020-2040 Deschutes County Community Development Updated 2023 Introduction The Tumalo Community Plan (Community Plan) is an integral part of the Deschutes County Comprehensive Plan and, upon adoption by the Board of County Commissioners, constitutes an official chapter (Section 4.7). The Community Plan may only be changed if it is reviewed through an official legislative plan amendment process. The Community Plan's goals and policies provide a decision -making guide for land use planning, capital improvements, and physical development during the next 20 years (2020 - 2040). It is anticipated that Deschutes County, Oregon Department of Transportation (ODOT), special districts, residents, and community leaders will consult the Community Plan when preparing land use or transportation projects in Tumalo. Tumalo is a small rural community located approximately three miles northwest of Bend in the center of Deschutes County. Oregon Administrative Rules recognize areas in Deschutes County like Tumalo as an Unincorporated Community" under OAR 660-022. Of the four types of unincorporated communities identified in OAR 660-022, Tumalo is a Rural Community. OAR 660-022 states a Rural Community is place "which consists primarily of permanent residential dwellings but also has at least two other land uses that provide commercial, industrial, or public uses (including but not limited to schools, churches, grange halls, post offices) to the community, the surrounding rural area, or to persons traveling through the area." Image: Metal Statute, Photo Credit: Deschutes County Staff 1 Deschutes County plans and regulates land uses in Tumalo under this legal definition. The Deschutes River and U.S. 20 bisect Tumalo. Single-family home neighborhoods , a small commercial node, as well as Tumalo Community School all lie north of the highway and west of the river. Additional commercial and industrial properties are located on the south side of the highway. This includes a more recent residential neighborhood with higher densities than previously found in Tumalo. Although this Community Plan only addresses lands within the Tumalo boundary, access to U.S. 20, local businesses, district offices, Tumalo Community School, and Tumalo State Park create a hub that attracts nearby residents and visitors. The Tumalo Community School, within the Redmond School District, had originally served children between kindergarten and 8t" grade, with an approximate attendance of 407 students in 2010. Beginning in 2020, due to decreasing student attendance numbers, the school transitioned away from a middle school model and began serving around 250 students between kindergarten and 5t" grade. The school's geographic service area extends to the outlying areas of Bend, in addition to Tumalo. just one mile away, Tumalo State Park encompasses approximately 156 acres with an addition 52 acres of contiguous surrounding land also owned and operated by the Oregon State Parks system. The park offers camping, picnicking, fishing, hiking, and wildlife viewing and hosted approximately 517,000 visitors in 2021. Its location provides an excellent place to camp while enjoying Central Oregon's surrounding amenities and year-round recreation. A 2.4-mile segment of the 12-mile Deschutes River Trail is accessible from a day -use area parking lot within Tumalo. The trail follows the Deschutes River south 1.4 miles to Riley Ranch Nature Reserve, which offers additional trails. Between 2010 and 2020, Tumalo has undergone significant changes in terms of land use activities and transportation improvements. Several artisan shops have opened along Cook Avenue, there is a thriving food cart pod, the Twin Bridges State Scenic Bikeway rolls through Tumalo, and a two-lane roundabout is due to open in 2023/24 at US 20/Cook-OB Riley intersection. The County anticipates an additional roundabout at Cline Falls Highway/Tumalo Road intersection. A small-scale sewer system has developed that serves the higher -density neighborhood in an area bounded by the south side of US 20, Bailey Road, and OB Riley Road. Based on residents' requests, the County hired a consultant to conduct a sewer feasibility study, which was conducted in 2022. The sewer feasibility study provides a high-level assessment of the costs and potential for sewer expansion throughout Tumalo as many properties are on older septic systems. The feasibility study provided information to residents on potential next steps if the community chooses to form a sewer district. Based on the changes noted above and the population growth in the community, the County determined it was time to update the 2010-2030 TCP. The County also received a Transportation Growth Management (TGM) grant to focus on bicycling, walking, and transit, aka active transportation, in Tumalo. Both efforts involved extensive coordinated public outreach. 2 The TCP Open Houses occurred in the Tumalo Community School gym on May 11, 2022 (kickoff meeting); August 8, 2022 (draft goals and policies); and May 17, 2023 (revised draft goals and policies). Additionally, staff held Meet A Planner one-on-one sessions in Tumalo from June 13-24, 2022 and again from May 2-9, 2023. Finally, staff created public web pages and online story maps to summarize the project, conduct surveys, and provide updates. The TGM grant took a similar approach to public outreach, including a June 8, 2022, walking tour of downtown Tumalo where the public provided comments and suggestions. The TGM bike/ped/transit grant also included a story map, a website, and stakeholder advisory committee meetings. The TGM grant's recommendations for bike/ped/transit are incorporated into the TCP. 3 Tumalo State Park M City of Bend 13Unincorporated Community Tumalo Vicinity Map Tumalo Vicinity Map �vi E S C 4OG�a o < 6/15/2022 4 Tumalo Community School Student Boundary Map z�l a� 4n 0 0 v T .0 E E O 0 6 O iU i _ Q u N E O o N, E 'O O C w V v O Q E Q O L � O 0 4 E O O E 6 o790 U o Cs o a 0 0 t g � c C: o H U 5 Community Vision Statement Retain the livability of Tumalo as a rural small town, by ensuring safe and efficient public services and collaborating with the surrounding rural area. Tumalo residents' input crafted this community vision for 2020 to 2040. It is their intent that the Community Plan, developed in cooperation with Deschutes County, will serve as a framework to realize this vision. The community input came from several public venues. These included public open houses, one-on-one meetings with County planners, public surveys, online comments, and e-mails to County staff. Input came from people who lived within the boundaries of Tumalo as well as those who live near Tumalo and either shop or work there or send their children to school there. Notice of the first open house was mailed to every property (261 total) in Tumalo as well flyers hung through the community. In -person open houses were held at the Tumalo Community School on May 11 and August 22, 2022, and averaged between 50 and 70 attendees at each meeting. A virtual open house and survey was held between June 29, 2022 - July 22, 2022, and gathered 55 responses related to the community vision and key issues facing Tumalo. Staff held a one-on-one engagement series called "Meet A Planner", in which community members could have a 30-minute conversation with a planner to express the key issues, challenges, and concerns facing Tumalo. Seven meetings occurred between June 20-24, 2022, either in person at Tumalo Coffeehouse or virtually. The County developed an e-mail listsery for the project updates by collecting emails through sign -in sheets at the open houses or directly via the project website. As of June 1, 2023, 181 community members subscribed for project updates. Nine total project updates were sent throughout the process to advertise in person and online engagement events. The 2010-2030 and 2020-2040 Community Vision statements are practically identical. The only changes were directed at deletion of the hyphen in "small-town" and changing "rural community" to "rural area." The latter relates to Oregon Administrative Rule (OAR) 660-022 and how that provision clarifies that the word "community" refers to a more geographically limited area. Overall, respondents expressed a strong desire to keep the vision statement unchanged and for Tumalo to remain rural in nature. The intent to keep the community rural is consistent with OAR 660-022. C. c May 11, 2022 0 0 Community, Open House #1 at Tu ma I o Cri rrim u n Sc h ool -Am- June 29-july 22, 2022 Virtual c-Pen house anj Survey D 10 June 20-24, 202.2 ,,rvleet-a-pla,nner e,vents at Tu n- a I o Coffee h-ause F;D lvl- 0 August 22, 2022 Co-nmu-nit�,y, Open House #2 at Tu ma I c, cri m m u n --tv Sc h ocd Comrn.u-nit,�,,Oceri HOUSe at Tu ma I o Cra m n-,U ll".tj school 7, Draft Plan Released for Cot-nn-,Ll1� ty IIpUt 7 History Situated at an elevation of approximately 3,200 feet, Tumalo lies in the middle of the Upper Deschutes River Basin (river miles 157 and 158). The commercial core of Tumalo lies on an alluvial bowl bounded by the Laidlaw Butte and the bluff of the Deschutes River canyon. The Deschutes River bisects the community. Originally named Laidlaw, Tumalo was platted by the Laidlaw Townsite Company in 1904. However, development originally began in 1899 when the Three Sisters Irrigation Company incorporated. Under the Carey Act, they made plans for diverting water from Tumalo Creek and the Deschutes River to irrigate approximately 60,000 acres of arid land. As the town grew, it became a voting precinct in 1906, with 65 registered voters compared to Bend's 66. Out of nearly 900 platted lots, a third were sold by 1907. Town founder A.W. Laidlaw of Portland and his investors believed that Tumalo would become the heart of Central Oregon. By 1909, the Laidlaw community aspired to establish the junction of two railroads, and thereby creating a new "metropolis" in Central Oregon. There were reasons for optimism as railroad magnates James Hill and E. H. Harriman were competing to finish a rail line from the mouth of the Deschutes River to Central Oregon. Mr. Laidlaw assumed the rail line would come south, up the Deschutes River canyon, into the newly platted town. Assertions were also made that the Laidlaw community would benefit from connection to another rail line, one that followed the North Santiam River and crossed over the Cascades. Ultimately, neither of these two projects came to fruition. At the end of 1909, the Columbia Southern Railroad still ended in Shaniko, and the Corvallis and Eastern rail lines remained stalled at the foothills west of the Cascades. Both rail line projects ultimately languished for approximately 15 years. Following the announcement in 1910 that the Columbia Southern Railroad was connecting to Bend instead of Laidlaw, Bend began outpacing Laidlaw in population. As a result, Laidlaw's population decreased to 250 people, with many businesses relocating to Bend. The small town remained as Laidlaw until the Laidlaw Post Office closed in 1913. The post office eventually reopened in 1923 as the Tumalo Post Office, and the name of the town was changed to Tumalo. In those early days, Laidlaw had a weekly newspaper, a barbershop, two-story hotel, lawyers' offices, wallpaper company, bakery, feed stores and bank. Today, legacy buildings include the Laidlaw Bank and Trust Property and Tumalo Community Church. Land Use The 1979 Deschutes County Comprehensive Plan designated Tumalo as a Rural Service Center because it contained a concentration of residential and commercial properties. A 1979 inventory showed Tumalo consisting of 491 acres and 288 tax lots. In 1994, the Oregon Land Conservation and Development Commission adopted a new Oregon Administrative Rule for unincorporated communities, instituting new land use requirements for Tumalo (OAR 660, Division 22). As part of periodic review, in 1997 Deschutes County updated its Comprehensive Plan and implemented zoning regulations to comply with these state requirements. Based on public input, Tumalo's boundary was amended to accommodate 504.11 acres and 321 tax lots. A 1999 amendment removed three tax lots that were accidentally included, leaving Tumalo with 318 tax lots as inventoried during the County's 2010 update to the Tumalo Community Plan. Deschutes County Code (DCC) 18.67 implements land use zoning in Tumalo while DCC 18.67 Table A sets road standards. Since the 2010 Deschutes County Comprehensive Plan update, including updates to the Tumalo Community Plan, the total number of tax lots has increased to 361. The increase in tax lots can be attributed to land use patterns in the area including land divisions, property line adjustments, and property -specific tax lot review related to the original Laidlaw Town Plat. Population and Demographic Data Single-family residences are the predominant land use in Tumalo. Tables 1, 2 and 3 cite Deschutes County Assessor data and an adopted 20-year population forecast to estimate Tumalo's 2021, future build out, and 2040 population. T=h1a 1 _ 7n71 Tumaln Pnnulatien Estimate Deschutes County 2020 Census (Persons Per 2021 Population Housing Units* House) Estimate 232 2.47* 574 *2021 Assessor's *2020 Census Data Data Tnhlo 7 _ Tumaln Prniec_ted Build Out Deschutes County Future 2021 Population Potential 2020 Census Population on Build Out Estimate Dwelling (Persons Per Undeveloped Population Units* House) Lots 574 101 2.47 250 824 *Assessor's Data 2021 Z Tumalo Vacant Parcels and Projected Build -Out Map (2020) Tumalo Comprehensive Plan 2020 Vacant y`�vCEs C�GZ Built Out Wooe 6/15/2022 10 -r_t l_ o 'r.. I^ Dnr%nlntinn Fnraract Year Forecasted Population Average Annual Growth Rate (AAGR) 2021 574 2.2% 2022 587 2.2% 2025 600 2.0% 2030 612 1.7% _ 2035 622 1.5% 2040 631 1.3% 2045 639 1.2% 2047 647 1.1 % 2050 654 1.1 % 2055 661 1.1 % 2060 669 1.1 % 2065 676 1.1 % 2070 684 1.1 % 2072 691 1.1 % County Population Forecast (Nortiana Mate university, LULGJ Tumalo's projected population for 2040 is 631. This projection is extremely conservative due to limited wastewater infrastructure discussed below in Public Facilities and Services. As Table 2 illustrates (and further detailed in Table 6), a vacant lands inventory performed in 2021 identified 105 undeveloped residential lots capable of supporting up to 101 potential dwelling units. If all 105 undeveloped lots become developed and household unit size remains at 2.47, Tumalo's population would increase by 250 people, bringing its total to 824. Under this scenario, Table 3 shows that full build out would not occur until after 2072. Since the 2020 Tumalo Community Plan adoption, Tumalo and the surrounding County jurisdiction are projected to experience the compounding factors of an aging population and a notably lower fertility rate. The age and fertility data combined with an overall expectation for increased population within cities and other sub -areas of Deschutes County results in a lower average annual growth rate than previous years. Other factors potentially affecting the relatively low forecasted population growth rate include housing availability and affordability challenges, the heightened cost of living, and the detrimental impacts of regional wildfires. Race and Ethnicity Tumalo is a predominantly white community, though the population growth over the past 10 years has seen an increase in racial and ethnic diversity, primarily among Hispanic or Latino community members. The percentage of Hispanic or Latino community members has increased from 3.3% (2010) to 6.6% (2020) of the total population. For the purposes of providing race and ethnicity data for Tumalo, population counts for the Tumalo Census Designated Place (CDP) are utilized below in Table 4, rather than the County's population estimate provided in referenced Tables 1 and 2. The most significant difference between 11 2010 and 2020 is seen in the 'White alone" single -race individuals, with the percentage of individuals decreasing from 93.2% of the total population (2010) to 88.5% (2020). Table 4 - Tumalo CDP Race and Ethnicity (2010 and 2020) Tumalo (2010) Tumalo (2020) Total Population: 488 558 Hispanic or Latino 16 (3.3%) 37 (6.6%) Not Hispanic or. Latino: 472 (96.7916) 521 (93.4916) Population of one race: 460 (94.3916) 506 (90.7%) White alone 455 (93.2916) 494 (88.5916) Black or African American alone 1 (0.2916) 1 (0.2%) American Indian and Alaska Native alone 3 (0.6%) 6 (1.1916) Asian alone 1 (0.2916) 2(0.4916) Some Other Race alone 0 3 (0.591o) Two or More Races: 12 (2.5%) 15 (2.7%) Population of two races: 6(1.2916) 12 (2.2%) White; Black or African American 1 (0.291o) 1 (0.2916) White; American Indian and Alaska Native 3 (0.69,66) 6 (1.1 %) White; Asian 2 (0.4V6) 0 White; Some Other Race 0 4 (0.7916) Asian; Native Hawaiian and Other Pacific Islander 0 1 (0.2916) Population of three races: 6(1.2916) 3 (0.5%) White; Asian; Native Hawaiian and Other Pacific Islander 6(1.2916) 3 (0.5%) 2010 and 2020 US Decennial Census, Tumalo CDP-specific data 12 Turnalo Census Designated Place (CDP) Map Turnalo Census Designated Place Turnalo Unicorporated Community JIES c '0 11.02 N" 6.02 6/23/2022 13 Land Use Designations and Inventory Deschutes County Comprehensive Plan designations identify general land uses for the community of Tumalo and provide the legal framework for establishing zoning districts. Zoning regulates land uses that are allowed in each respective district. Table 5 lists Tumalo comprehensive plan designations and corresponding zoning districts. Table 6 summarizes existing property inventories within those zoning districts, including those properties that may be encumbered by multiple zones. Detailed descriptions of the Tumalo Comprehensive Plan designations are provided below. Tahlp 5 - Tumalo Land Use Desienations Comprehensive Plan Designations Zoning Districts Commercial (TuC) Commercial District (TuC) Floodplain (FP) Floodplain (FP) Industrial Jul) Industrial District Jul) Research and Development (TURE) Research and Development District (TURE) Residential (TuR) Residential District (TuR) Residential 5 Acre Minimum (TUR5) Residential Five Acre Minimum District (TUR5) Tahla A - Tumaln I and Ilse Inventory Zone Residential Units / Number of Lots Commercial & Industrial Developments / Number of Lots Undeveloped Parcels Total Number of Parcels TUC 43 Units / 36 Lots 31 Buildings / 28 Lots 51 115 TUR 80 Units / 78 Lots 18 96 TUR/TUC 3 Units / 3 Lots 2 5 TUR/FP 27 Units / 27 Lots 10 37 TU R5 57 Units / 54 Lots 12 66 TUR5/FP 27 Units / 24 Lots 8 32 TURE 1 Building / 1 Lot 1 2 TUI 13 Buildings / 5 Lots 1 6 FP 2 2 Total 237 Units / 222 Lots 45 Buildings / 34 Lots 105 361 Assessor's Data 2021/2022 Commercial (TUC). A "Commercial" designation allows a range of limited commercial and industrial uses to serve Tumalo and the surrounding area. In general, the designation extends north from the approximate intersection of Riverview Ave and Cedar Lane (bound by U.S. 20 to the west) to 3rd Street between Wood and Wharton Avenues. Commercial lands 14 also comprise an area west of U.S. 20 between 5t" and 8tn Streets, bound on the west by Strickler Ave and Bailey Road. This designation was originally intended to accommodate a mixture of small-scale commercial and limited industrial uses that historically existed within the community. The core commercial area initially encompassed lands adjacent to Cook Avenue, north of U.S. 20. The designation was ultimately expanded between Cook and Wharton Avenues, extending south to U.S. 20. This area includes the "Tumalo Mall," an existing commercial and retail complex. The use of this building received authorization as a nonconforming use in 1986 and site plan alterations in 1987 and 1988. These land use actions brought the existing uses and structures into compliance with the commercial zone. Currently, the core commercial area supports a variety of uses and development including cideries, a food cart pod, a greengrocer, the Tumalo Country Store gas station and general store, Tumalo Irrigation District office, a veterinary clinic, a second commercial complex at the intersection of 4t" Street and Cook Ave, the Historic Tumalo Church buildings, vacant property owned and maintained by the Tumalo Community School, and a boutique leather goods manufacturer. The majority of these uses and structures have received land use approval within the past four years. The Tumalo commercial zoning district also allows for limited residential development and uses. Photo: The Bite Food Cart Pod, Photo Credit: County Planning Staff 15 Floodplain (FP). A "Floodplain" designation protects the public and private property from hazards associated with floodplains; conserves important riparian areas along rivers and streams for fish and wildlife resources; and preserves significant scenic and natural resources. This designation follows the channel of the Deschutes River that bisects Tumalo. The areas of special flood hazard are identified by the Federal Insurance Administration in a report titled Flood Insurance Study for Deschutes County, Oregon and Incorporated Areas. This report was revised in September 2007, and includes accompanying Flood Insurance Rate Maps. The Flood Insurance Study is on file at the Deschutes County Community Development Department. In 2020, the Deschutes Basin Habitat Conservation Plan (HCP) was finalized and approved by the U.S. Fish and Wildlife Service. The HCP, which is a 30-year plan, was part of an application for an Endangered Species Act incidental take permit (ITP) that authorizes incidental take, aka death, of listed species (Oregon spotted frog, bull trout, steelhead trout, and sockeye salmon) caused by covered activities. Based on the HCP, Wickiup Reservoir will alter its operation to improve conditions in the Deschutes River between the reservoir and Bend. The minimum flow will be 100 cubic -feet per second (cfs) in Years 1 through 7, 300 cfs in Years 8 through 12, and 400 cfs (with provisions for up to 500 cfs) in Years 13 through 30. These increases in winter flows will likely change floodplain patterns within range of the Tumalo community. Additionally, enhanced lidar terrain data derived from the Oregon Department of Geological and Mineral Industries (DOGAMI) may indicate a changing floodplain component of the Deschutes River within Tumalo. The existing FP zoning district is subject to goals and policies within this community plan and the Comprehensive Plan, are directed at producing the most accurate floodplain data possible for the Tumalo community. Industrial (TUI). An "Industrial" designation allows a limited range of industrial uses to serve Tumalo and the surrounding area. The designation recognizes nonconforming industrial uses and properties suitable for limited amounts of additional industrial development. This designation is concentrated around the Knife River operation, which is technically outside of Tumalo, that fronts O.B. Riley Road and U.S. 20 and includes warehouse uses, mini -storage facilities, and other industrial -related development and uses. Research and Development (TURE). A "Research and Development" designation allows research and development facilities requiring a more rural, non -industrial location to be sited in Tumalo. This designation contains two parcels in one ownership located on the southeast slope of Laidlaw Butte. It was originally created to accommodate a research and development site and associated uses predating Deschutes County's 1979 zoning ordinance. Residential (TUR). A "Residential" designation allows a mixture of housing types and densities suited to the level of available water and wastewater facilities. The purpose of this zoning district is to allow new residential development that is compatible with the rural character of the area. Originally, the residential district boundary coincided with the boundary of the old Laidlaw Plat including the Deschutes River Homesites platted between Riverview Avenue and 16 the Deschutes River. Today, it also includes the area surrounding the Knife River aggregate site south of U.S. 20. Residential 5-Acre (TUR-5). A "Residential 5 Acre Minimum" designation retains large rural residential lots. The lands designated Residential-5 acre minimum include the larger parcels east of the Deschutes River and the southeast from Laidlaw Butte. 17 Tumalo Comprehensive Plan Map Tumalo Comprehensive Plan 2020 Fp - Flood plain TUC - Tumalo Commercial TUR5 - Tumalo Residential 5 Acre Minimum tam TURD - Tumalo Research & Development TURM - Tumalo Residential - Medium Density 6/15/2022 S Te 18 Tumalo Zoning Map Tumalo Comprehensive Plan 2020 ® TUC - Commercial Wy`�vj ES COG�� TUR - Residential TUR5 - Residential 5 Acre Minimum o < TURE - Research & Development TUI - Industrial 6/15/2022 19 Relevant Studies and Planning Processes The Tumalo Community Plan, as a subset of the Deschutes County Comprehensive Plan, relates directly to other relevant county plans and policies. These plans and policies include, but are not limited to, the County Transportation System Plan (TSP), Tumalo Active Transportation Planning efforts, and a Tumalo sewer feasibility study. The TSP is a long-range plan that identifies improvements to the County's transportation facilities and services to accommodate projected population and employment growth within the County over a 20-year period. The Tumalo Active Transportation update is an effort to update the transportation element of the Tumalo Community Plan, specifically regarding active transportation such as biking, pedestrian access, and public transit. The Tumalo Sewer Feasibility Study is a consultant -led study to evaluate three potential sewer options for Tumalo. The graphic below illustrates how these various plans interact with one another and fit within the larger regional planning efforts. Public Facilities and Services Tumalo is served by six special districts: Laidlaw Water District; Deschutes County Rural Fire Protection District #2; Redmond School District; the Tumalo Town District Improvement Company, Tumalo Irrigation District (via the Rimrock Water Improvement District), and Swalley Irrigation District. Tumalo's public facilities and services are described below in greater detail. Domestic Water The Laidlaw Water District serves the area identified as the old Laidlaw Plat, and the area described as T16S R12E section 29 (W1 /2 SW1 /4), section 30 (E1 /2 SW 1 /4), (SW 1 /4 SE 1 /4), 20 and section 31(NE1/4, N1/2 SE1/4), near Beaver Lane to the north of the core Tumalo community area. The power and authority given to Laidlaw Water Supply District as a government entity is vested and exercised by a board of commissioners, each of whom is an elector of the district. These commissioners have the authority under ORS Chapter 264 to determine rates and the type and extent of water supply facilities. Deschutes County coordinates with the Laidlaw Water Supply District when a property owner initiates a land use application within their district through noticing and the solicitation of agency comments. During the land use process, Laidlaw Water Supply District identifies conditions they will impose on the development proposal. The Laidlaw Domestic Water District currently depends on three groundwater wells. The District's groundwater source does not exceed current EPA maximum contaminant limits. No treatment is performed and none has been required by the Oregon Health Division. Properties in Tumalo, but located outside Laidlaw District boundaries, rely on private domestic wells for drinking water. State law, Oregon Revised Statute 537.545, exempts private wells if domestic consumption is less than 15,000 gallons per day and irrigation of a lawn or noncommercial garden is less than one-half acre. Wastewater Tumalo does not have a community -wide wastewater facility. Instead, land uses in Tumalo currently rely on on -site wastewater systems, ranging from newer alternative treatment technologies (ATT) and filter systems, to older drainfields. Onsite systems in some cases, are insufficient and improper for a development site. According to the Deschutes County Onsite Wastewater Division, most of Tumalo's soils are rapidly draining, with rapid or very rapid permeability. Given these soil characteristics, standard septic systems can only be sited on lots greater than an acre. Smaller lots, between a half -acre and an acre are obligated to site more expensive onsite systems such as sand filters and ATTs. Additionally, there are circumstances in Tumalo where certain lots cannot be developed or redeveloped because they are too small or lack sufficient area to meet setback requirements for septic system drainfields. Deschutes County zoning regulations restrict the type and intensity of allowed land uses to those which can be served by an Oregon Department of Environmental Quality (DEQ) approved onsite wastewater disposal system. The County does not allow uses or densities that are unable to obtain a permit for a DEQ approved onsite system. In addition, County zoning regulations set minimum lot sizes to ensure the onsite systems do not exceed soil capacity of treating wastewater effluent. These circumstances have prompted residents and business owners to express support for exploring funding opportunities to establish a community wastewater facility to maintain surface and groundwater quality. The exception to the above is a small, privately owned wastewater system (Tumalo Property Owners Association or TPOA) that was approved in 2018 to service a compact residential development on the south side of U.S. 20 between essentially Bailey Road and O.B. Riley 21 Road. This private system also serves a strip mall and several other small businesses on that same south side of U.S. 20. TPOA is a Septic Tank Effluent Pumping (STEP) system, meaning biosolids are pretreated, placed in a septic tank, then the effluent is pumped into a pressurized pipe and sent up to a holding tank located on property owned by the Laidlaw Water District. In 2022, at the request of property and business owners in Tumalo, Deschutes County, used American Rescue Plan Act monies to fund a feasibility study to evaluate possible ways to provide sewer service to Tumalo. The County selected the engineering firm Murraysmith (later absorbed by CONSOR) to perform the wastewater feasibility study with the results presented to the Board on December 21, 2022.' The feasibility study reviewed the following scenarios, all of which would require crossing U.S. 20: 1. Expand the TPOA system; establish a separate collection and treatment system within Tumalo; 2. Install a collection and disposal system in Tumalo with a connection to the City of Bend's North Interceptor line at Cooley Road/U.S. 20. The feasibility study included additional concepts related to scale and/or phasing such as: 1. Providing service to only the commercial core along Cook Avenue; 2. Providing a larger system that would serve the Tumalo commercial core and residential areas west of the Deschutes River and north of U.S. 20. The feasibility study provided cost estimates for construction and hook-up fees and monthly bills. The amounts vary widely depending on number of lots served, amount of grant funds acquired, connection fees, and monthly bills. Community members have expressed concerns about being required to hook up to the system when a) their septic system begins to fail and b) the private system is within 300 feet or less to their property line and legally available. Staff received a massive stream of public comments expressing opposition toward a private system expanding into Tumalo and concerns about the private system being able to charge onerous fees to connect to the system. A smaller group, primarily those with commercial properties along Cook Avenue, supported the development of a sewer system. The sewer feasibility study documented the estimated costs and timelines for a sewer system. Ultimately, whether a sewer authority is created, and a sewer system is provided in Tumalo will be a decision for the community, not the County. ' https://online-voice.net/tumaloseweroptions/ 22 The formation of a sewer district is not a land use action and thus is outside the scope of the TCP. However, based on massive public input during the various TCP open houses, the TCP has added policy language specific to sewers. Emergency Services The Deschutes County Rural Fire Protection District #2, governed by an elected five -member volunteer Board of Directors, was established in 1952 to provide fire prevention, protection, and suppression services to residents living outside municipalities and areas not already served by established fire protection districts. In 1991, the district added emergency medical services. Today, District #2 covers approximately 140 square miles of suburban and forested land surrounding Bend and serves approximately 25,000 constituents. The average population of the district greatly increases seasonally due to tourism. The actual delivery of fire and emergency medical services to district constituents is provided through a contract with the City of Bend Fire Department. Station 302 is located on 41h Street in Tumalo. The station was originally built in the early 1970s and a new building was constructed in 2019 to the immediate east. The station is staffed with an advance life support equipped fire engine, brush/interface pumper, and an ambulance. 23 Irrigation Water Tumalo Town District Improvement Company (also known as the Tumalo Town Ditch Company) draws irrigation water based on three water right certificates with priority dates of 1904, 1905, 1938, 1950 and 1952. The system consists of a three-mile ditch that begins near the bridge at Tumalo State Park, parallels the river, crossing Bailey Road at the Tumalo Feed Company Restaurant, then continuing under U.S. 20 to the commercial district. The ditch serves approximately 43 customers and is used for irrigating lawns and gardenS2. North of the Tumalo commercial core, within the unincorporated community boundary, is a small residential enclave centered around Beaver Lane located within the Rimrock Water Improvement District. This District is owned and managed by a private water patron who distributes purchased water deliveries from Tumalo Irrigation District (TID) to the residential properties within this residential area. TID, first established through the construction of canal infrastructure in 1883 and organization as a district by 1922, diverts water from Tumalo Creek below Shevlin Park and the Deschutes River near Pioneer Park, with additional water storage through the Crescent Lake impoundment system. TID serves approximately 7,400 acres of irrigated lands to support livestock, hay, alfalfa, garlic, lavender and other crops and farm uses'. There are approximately 685 customers served by TID. East of the Deschutes River, within the Tumalo unincorporated community boundary, are properties located within the Swalley Irrigation District. Swalley draws water based on a priority water right certificate dated September 1, 1899, and was incorporated as a municipal irrigation district in 1994 after 95 years of private ownership and operation. Swalley Irrigation District currently serves approximately 4,333 acres of irrigated lands around the vicinity of Tumalo, east of the Deschutes River and west of Highway 97. There are approximately 668 customers served by the Swalley Irrigation District. Recreational Trail The Bend Metro Park and Recreation District (Park District) provides parks, trails and recreation programming for residents encompassing the Bend Urban Area. Tumalo is located outside the district boundary by approximately two miles. However, the Park District does have recreational interests that extend outside its current boundary. In 2002, the Park District and the City of Bend collaborated on the development of the Deschutes River Trail (DRT) Action Plan. This plan identified the desire to complete the Deschutes River Trail through Bend and connect it on both ends to destinations outside the urban area. The development of the Riley Ranch Nature Reserve between O.B. Riley Road and the Deschutes River at the north end of Bend has helped extend the DRT. The ultimate northern extent of the planned DRT follows the Deschutes River from the Bend Urban Growth Boundary to Tumalo State Park and on to Tumalo. The Park District continues to work with private property owners and the Oregon State Parks and Recreation Department in an ongoing Z https://www.tumalo.org/files/98649cf93/Water+User%27s+Handbook.pdf 3 https://www.tumalo.org/about-us 24 effort to assemble a continuous publicly owned corridor for the trail. Fortunately, the portions of the trail corridor closest to Tumalo are already in public ownership. The Park District and the County support the development of this trail corridor between Tumalo and Tumalo State Park as a hard -surfaced shared -use path that utilizes the current grade - separated crossing underneath the U.S. 20 bridge on the west bank of the Deschutes River. The State Historic Preservation Office (SHPO) has identified archeological resources that will need to be protected during the trail's construction and usage. ODOT in 2022-23 is building a bicyclist/pedestrian-only underpass at U.S. 20/4t" Street to make crossing the highway much easier. This multiuse path will connect to Bailey Road. The existing Twin Bridges State Scenic Bikeway would also utilize this shared -use path instead of the U.S. 20/Bailey-7t" intersection as it does currently. Transportation Tumalo requires a transportation network that provides safe and efficient through movements for traffic traveling on U.S. 20. Equally important is maintaining local access to residential and commercial areas, as well as the Tumalo Community School. U.S. 20 runs diagonally east -west through Tumalo and contains two travel lanes and a center turn lane. Its volumes and speed make north -south street connections challenging. ODOT has a two- lane roundabout at U.S. 20/Cook-O.B. Riley programmed for construction in 2023. The roundabout will add sidewalks along U.S. 20 for several hundred feet as well as along O.B. Riley and Cook. The roundabout will help lower speeds on U.S. 20, which is now posted at 45 mph down from the earlier posting of 55 mph. There are three access points to U.S. 20: 5t" Street; 7" Street/Bailey Road; and Cook Avenue/O.B. Riley Road. The first two have turn restrictions and only Cook/O.B. Riley will allow all movements. Within Tumalo, there are several paved and unpaved streets, totaling approximately 4.7 miles. Average daily traffic (ADT) counts measured the following vehicles: • 5t" Street recorded 3,118 ADT (2022) • Bailey Road, 1,234 ADT3 (2022) • Cline Falls Hwy, 4,039 ADT (2022) • Cook Avenue, 6,697 ADT (2022) • Tumalo Road, 3,753 ADT (2022) • O.B. Riley, 2,061 ADT (2022) • U.S. 20, 0.10 miles east of Cline Falls Hwy, 10,276 ADT (2021) • U.S. 20, 0.10 miles west of Cline Falls Hwy, 6,837 ADT (2021) To protect the function of a highway, it is often necessary to limit access and control turning movements. ODOT limited the movements at U.S. 20/Bailey-7t" to right -in, right -out only (RIRO) for 7t" and RIRO and left -in at Bailey. There is also a raised refuge for bicyclists and pedestrians at U.S. 20/Bailey-7t". The two-lane roundabout will make U.S. 20/Bailey-7t" into 25 a RIRO intersection and Cook/8t" will become a RIRO intersection as well. This will reduce the number of conflict points at these intersections. A conflict point is a location where vehicles turning or passing through can collide. By restricting turn movements or redirecting property access to side streets or alleys, the number of crashes on the highway and the local road system can be lowered. Implementing additional measures such as traffic calming, improved pedestrian crossings, or reducing the travel speed on the highway can benefit an entire community. The County continues to provide sidewalk infill through both transportation improvements and requirements tied to land use approvals. Cascade East Transit (CET) master plan calls for examining a transit stop in Tumalo. Due to ADA requirements, the transit stop must be accessed via sidewalks. The current intent is to have the stop on Bruce Avenue between 5tn and 7t" once there is sidewalk. The only change to the functional classification system was changing Cook Avenue from a collector to an arterial in the 2010-2030 Transportation System Plan (TSP). 26 It Fire Departments Rural Fire District #2 Rural Fire Protection District #2 Map ration -�jt Tumalo Fire District 6/23/2022 27 Surrounding land Uses Residents outside Tumalo identify with the area because it is where many buy certain goods and services, send their children to Tumalo Community School, attend church, or otherwise convene with other community members. The following Comprehensive Plan designations and related zoning districts are within a mile of the formal Tumalo unincorporated community boundary. Agriculture An "Agricultural" designation and Exclusive Farm Use (EFU) zone protect farmlands in Deschutes County pursuant to Statewide Planning Goal 3 (Agricultural Lands). As discussed in the Agricultural Lands Section of the Comprehensive Plan, protecting farmlands is one of the primary goals of Oregon's land use system. When the Comprehensive Plan was first adopted in 1979, there was general consensus for an agricultural goal: "To preserve agricultural land in Deschutes County for the production of farm and forestry products, as well as the public need for open space." In 1992, Deschutes County completed a farm study report. The purpose of the study was to ensure that EFU zoning and standards for farm divisions and dwellings were consistent with Goal 3 and relevant administrative rules. The study found that farms in Deschutes County usually contained irrigated and non -irrigated land, as well as soils of different classes. The study identified seven agricultural subzones. For each subzone, standards determined minimum parcel sizes for farm divisions to protect the commercial agricultural land base. The subzone immediately adjacent to Tumalo is the Tumalo/Redmond/Bend subzone (EFUTRB). The minimum acreage for this subzone is 23 acres of irrigated land. Approximately 2.5 miles farther east, there are approximately fourteen (14) Alfalfa area subzone parcels (EFUAL) that allow a minimum of 36 acres of irrigated land. The EFUAL subzone parcels are intermixed with EFUTRB subzone parcels. Since the latest Tumalo Community Plan update in 2010, there have been increased numbers of land divisions approved in the vicinity of Tumalo, some of which are designed to support both nonfarm and farm -related dwellings and accessory structures. Home Occupations, or home -based business uses have become increasingly common within the surrounding EFU lands. In addition to the increasing number of approved land divisions, EFU dwellings, and Home Occupations, the EFU lands surrounding Tumalo have also seen an increase in marijuana and hemp -related farm uses and structures since the statewide legalization of recreational marijuana and the passage of the 2018 farm bill allowing hemp production. Please refer to the Agricultural Lands section of the Comprehensive Plan for more details about agricultural land in Deschutes County. 28 Rural Residential A "Rural Residential Exception Area" designation and corresponding Multiple Use Agriculture (MUA-10) zone apply to lands for which Deschutes County justified an "exception" to Statewide Planning Goal 3. Multiple Use Agriculture applies to agricultural lands that have been demonstrated to be unsuitable for commercial farming, but retain enough agricultural practices that are compatible with rural development. The minimum lot size for new subdivisions in this zoning district is ten acres. There are several MUA-10 subdivisions within a mile of Tumalo. Approximately one-half mile south of Tumalo lies the Cascades Academy, located on MUA-10 zoned property. Cascades Academy is a pre -kindergarten through 12t" grade independent private school'. Surface Mining Located just outside Tumalo, a "Surface Mining' designation and corresponding Surface Mining (SM) zone authorize surface mining activities. This district allows development and use of mineral and aggregate resources consistent with Statewide Planning Goal 5 (Natural Resources, Scenic and Historic Areas, and Open Spaces). It applies to two properties in the immediate vicinity, one at the north end of Tumalo, west of the Deschutes River and the other, adjacent to U.S. 20 and bisected by O.B. Riley Road, known as the Knife River operation. The Knife River properties are allowed through a limited combining zone to store, crush, process, sell and distribute aggregate minerals. One additional surface mine designated property of approximately 75 acres is located 1 mile south of the Tumalo community boundaries. Flood Plain Several properties within the Tumalo unincorporated community and multiple parcels to the south and north are located within the Flood Plain Zoning District. These parcels are exclusively associated with the Deschutes River corridor and surrounding low-lying areas. The purpose of this zoning district is to protect the public from the hazards associated with flood plains; to conserve important riparian areas along rivers and streams for the maintenance of the fish and wildlife resources; and to preserve significant scenic and natural resources while balancing the public interests with those of individual property owners in the designated areas. Given the purpose of the zoning district, a majority of the flood plain designated areas outside of Tumalo are maintained as open spaces or otherwise undeveloped land, including portions of Tumalo State Park. 4 https://www.cascadesacademy.org/about 29 open Space & Conservation Approximately one-half mile south of the Tumalo commercial core are properties within an "Open Space & Conservation Zoning District, largely associated with the boundaries of Tumalo State Park and the contiguous Riley Ranch Nature Reserve, further south along the Deschutes River corridor. The purpose of this zoning district is to protect designated areas of scenic and natural resources; to restrict development in areas with fragile, unusual or unique qualities; to protect and improve the quality of the air, water and land resources and to plan development that will conserve open spaces. Photo: Tumalo State Park, Photo Credit: Hike Oregon 5 DCC 18.48.010 30 Conclusion The TCP is the result of extensive outreach and interaction between staff and residents, business owners, property owners in Tumalo, and those who live near Tumalo and shop, recreate, or send their children to school there. Nearly unanimously, respondents spoke of their deep affection for Tumalo and a sense of place. They valued the rural feel of Tumalo and appreciated the small-scale commercial core. Often they expressed a fear of not wanting Tumalo to become like Sisters or to be engulfed by Bend. In updating the TCP, staff worked to balance the oft -expressed desire by the public for Tumalo to experience little to no change with a State land use system and County code that anticipates and legally must accommodate development. The Comprehensive Plan designations and the zoning designations for Tumalo in DCC 18.67 remain unchanged. Any application to amend the Comprehensive Plan or zoning designation would require public hearing before both the Deschutes County Planning Commission and the Board of County Commissioners. Those potential plan amendments and/or zone changes would have to demonstrate consistency with both the Comprehensive Plan and the TCP. The TCP polices respond to public input regarding protecting the Deschutes River, concerns about the costs and timing of a future wastewater treatment system, the worries about traffic volumes, and the desire to protect the community and maintain its livability. 31 Goals and Policies The following policies are designed to address issues specific to the Tumalo Rural Unincorporated Community. The policies supplement existing Comprehensive Plan policies and were developed from input received by community members, stakeholders, and input from relevant agency partners. The following policies and policies are designed to address issues specific to the Tumalo Rural Unincorporated Community. The policies, supplement existing Deschutes County Comprehensive Plan policies and were developed from input received by community members, stakeholders, and input from relevant agency partners. Community vision Statement Retain the livability of Tumalo as a rural small town, through safe and efficient public services and collaborating with the surrounding rural area. Land Use Goal Continue to implement a clear and transparent planning process and policy framework reflective of the community's small-town rural character. Land Use Policies 1. Conform land use regulations to the requirements of Unincorporated Communities as defined in OAR 660 Division 22 or any successor. 2. Ensure County plans and land use regulations comply with state requirements for agricultural uses in the Exclusive Farm Use (EFU) zones. 3. Encourage the preservation of historical structures such as the Tumalo Community Church (1905) and the Laidlaw Bank and Trust (1910). 4. Review the Tumalo Community Plan periodically to determine if it meets the current and future needs of the area. 32 Natural Resources, Open Space, and Recreation Goal Support the preservation and conservation of natural resources, cultural resources, and open space while providing ample and diverse opportunities for recreation. Natural Resources, Open Space, and Recreation Policies 1. Continue to support Tumalo as a regional bicycle destination. 2. Support community and agency partners in planning and development of a multiuse trail system from Tumalo State Park to Tumalo. 3. Encourage consolidation of designated access points to the Deschutes River and education of trail users to preserve riparian areas. 4. Encourage voluntary designation of open space and public access to Deschutes River on adjacent private properties. S. Provide County perspective and support for community -based restoration projects to protect the health and vitality of the Deschutes River and its tributaries. 6. Preserve publicly owned lands along the Deschutes River as designated open space. 7. Collaborate with public, private, and nonprofit organizations on infrastructure improvements near recreation areas including formal river access points, wayfinding signage, lighting, or sanitary facilities. 8. Support community efforts to designate the segment of the Deschutes River through Tumalo as an Oregon Scenic Waterway for its recreational values. 9. Coordinate with community partners on the development of a trails and recreation master plan. 10. Assist in outreach to Oregon State Parks Department or municipal parks and recreation districts to explore the annexation of Tumalo into an existing district. Assess opportunities for access and parking improvements at heavily used river access points. 11. Explore whether the County should form a Parks and Recreation District as part of the County's Comprehensive Plan Update. 12. Coordinate with community partners on efforts to designate new parks and maintain local parks. 13. Encourage preservation or improvement of groundwater quality and the conservation of groundwater supplies. 33 14. Provide public educational outreach on the importance and benefits of water conservation, encouraging low water use, and drought tolerant landscaping. 15. Encourage Tumalo to become a fire -adapted community through the Firewise Program. Residential Area Goal Maintain the small-town character and feel of Tumalo, while accommodating the community's residential growth. Residential Area Policies 1. Encourage density and design features that are compatible with existing development. 2. Permit livestock in the residential districts subject to use limitations. 3. Plan and zone for a diversity of housing types and densities suited to the capacity of the land to accommodate water and sewage requirements. Economic Development Goal Retain the economic vibrancy of Tumalo's historic core and industrial areas while providing economic development opportunities that are compatible with the small town rural character of the community. Economic Development Policies I. Encourage design standards in the commercial district so new development is compatible with the rural character of the community and reduces negative impacts on adjacent residential districts. 2. Explore alternatives to the solar setback standards for development within the commercial zoning districts of Tumalo. 3. Allow residential uses and mixed residential/commercial uses, without inhibiting future commercial development opportunities in the Commercial Zoning Districts. 4. Support economic development initiatives and tourism in the Tumalo area. S. Allow for existing and future uses without producing adverse effects upon water resources or wastewater disposal. Coordinate with relevant agencies to ensure industrial uses meet requirements for water availability and wastewater disposal. 6. Limit industrial activities to low -impact uses that rely on rural resources as defined in OAR 660-004-0022(3)(a). 34 7. Limit industrial activities to low -impact uses that rely on rural resources as defined in OAR 660-004-0022(3)(a). Public Facilities Goal Ensure irrigation, domestic water, wastewater, and other utility systems are safe, efficient, and economical. Public Facility Policies Consider water and wastewater capacity when assessing development capabilities on individual lots in Tumalo. 2. Promote efficient water and wastewater systems in new development to manage water resources carefully. 3. Encourage early planning and acquisition of sites needed for public facilities. 4. Support replatting of lots in the area comprising the Laidlaw Plat and other lands designated commercial to create lots large enough to accommodate a DEQ approved on -site sewage disposal system, or connection to a public sewer system if available, consistent with the findings of the Tumalo Sewer Feasibility Study (2022). 5. Coordinate with local Irrigation Districts and the Tumalo Town Ditch to avoid adverse effects on their infrastructure and distribution systems. 6. Maintain efforts to ensure the Tumalo domestic water system complies with public health regulations and state and federal water quality regulations. 7. If Tumalo residents initiate district formation, coordinate with the residents and business owners on the creation of a public sewer district. 8. Explore legislative approaches to preclude non -voluntary connections to private sewer systems. 9. Explore with Department of Environmental Quality (DEQ) to determine whether a property owner can record a land use provision stating a private sewer is not lawfully available under Oregon Administrative Rule (OAR) 340-040-0160 unless the land owner voluntarily consents to the connection. 10. Prohibit private sewers in Tumalo, unless the property owners of the lots in the Laidlaw Plat, Deschutes River Tract, and Deschutes River Homesite Rimrock Addition form a district and vote on the issue. 35 Transportation Goal Provide a safe and efficient system for all modes of transportation, including bicycle, pedestrian, and transit, to support local economic development, recreational uses, and community health. Road Network Policies 1. Periodically review the Transportation System Plan policies and standards for Tumalo to reflect best practices. 2. Periodically review existing roadway design requirements to ensure complete streets which accommodate all modes of travel. 3. Collaborate with the Oregon State Police and Deschutes County Sheriffs Office to address speeding within Tumalo. 4, Encourage ODOT to use its "Blueprint for Urban Design" for U.S. 20 projects to enhance the roadside environment by signage, accommodating alternate modes, roadside amenities, and landscaping. Road and Sidewalk Policies Implement road development standards for Tumalo that are consistent with the small-scale character of the community. 2. Utilize land development and grant funding opportunities to improve street segments identified for improvement in the Transportation System Plan. 3. Provide functional, cost-effective sidewalks within the commercial core while preserving the rural character of the residential areas. 4. Provide sidewalks or multiuse paths where they are needed for safety, as set forth in the Transportation System Plan. 5. Construct sidewalks specified on community roads without curbs and gutters and allow adequate room for utilities. 6. Provide wayfinding signage and maintenance best practices on County arterials and collectors to ensure safe and accessible routes for all users. 7. Review Deschutes County Code (DCC) 17.48, Table B, Minimum Bikeway Design Standards, and consider revising widths of multiuse paths from 8 feet to 10 feet and up to 12 feet in areas with high mixed use. 36 STAFF FINDINGS FILE NUMBER(S): 247-23-000509-PA/510-TA SUBJECT PROPERTY/ OWNER: N/A APPLICANT: Deschutes County Planning Division P.O Box 6005 Bend, OR 97708 REQUEST: Replace the 2010-2030 Tumalo Community Plan with the 2020-2040 Tumalo Community Plan, including updated Goals and Policies STAFF CONTACT: Tarik Rawlings, Senior Transportation Planner Phone: 541-317-3148 Email: Tarik.Rawlings@deschutes.org RECORD: Record items can be viewed and downloaded from: www buildin_gpermits.oregon.gov Record items can be viewed and downloaded from: https•//www deschutescounty gov/cd/page/tumalo-community-plan- u pd ate-2020-2040-247-23-000509-pa-510-ta I. APPLICABLE CRITERIA Deschutes County Code (DCC) Title 22, Deschutes County Development Procedures Ordinance Chapter 22.012, Legislative Procedures Oregon Administrative Rule (OAR) OAR 660-015, Statewide Planning Goals and Guidelines OAR 660-022, Unincorporated Communities Deschutes County Comprehensive Plan - Title 23 Chapter 1, Comprehensive Planning 11 7 NW Lafayette Avenue, Bend, Oregon 97703 1 P.O. Box 6005, Bend, OR 97708-6005 (541) 388-6575 @cdd@deschutes.org ® www.deschutes.org/cd Chapter 4, Urban Growth Management II. BASIC FINDINGS PROPOSAL This is a legislative plan and text amendment to the Deschutes County Comprehensive Plan to remove the 2010-2030 Tumalo Community Plan (TCP) and replace it with the 2020-2040 TCP. Tumalo is a Rural Unincorporated Community under OAR 660-022-0010(7). The TCP is Section 4.7 within the Deschutes County Comprehensive Plan. The TCP provides a Community Vision Statement, goals, and polices unique to Tumalo. The 2020-2040 TCP update includes several new goals and policies; updates information for population, traffic volumes, land use consumption; recaps general changes within the community; and identified issues of public concern. BACKGROUND in 2010, County staff prepared a Community Plan for Tumalo. As that plan is now halfway through its iifespan and Tumalo has undergone several changes in population, different types of land uses, and increased tourism, the County began the process in 2022 to update the TCP. This update was done concurrently with an update of the bike, pedestrian, and transit components of the TCP. REVIEW CRITERIA Deschutes County lacks specific criteria in DCC Titles 18, 22, or 23 for reviewing a legislative plan and text amendment. Nonetheless, since Deschutes County is initiating one, the County bears the responsibility for justifying that the amendments are consistent with Statewide Planning Goals and the County's Comprehensive Plan. 111. FINDINGS & CONCLUSIONS CHAPTER 22.12, LEGISLATIVE PROCEDURES Section 22.12.010. Hearing Required FINDING: This criterion will be met because a public hearing will be held before the Deschutes County Planning Commission on August 10, 2023, and a future public hearing will be held before the Board of County Commissioners. Section 22.12.020, Notice 247-23-000509-PA/510-TA (Tumalo Community Plan 2020-2040) Page 2 of 8 Notice A. Published Notice 1. Notice of a legislative change shall be published in a newspaper of general circulation in the county at least 10 days prior to each public hearing. 2. The notice shall state the time and place of the hearing and contain a statement describing the general subject matter of the ordinance under consideration. FINDING: This criterion is met as notice was published in the Bend Bulletin newspaper on July 201n 2023 for the Planning Commission public hearing and additional published notice will be sent for the Board of County Commissioners' public hearing. B. Posted Notice. Notice shall be posted at the discretion of the Planning Director and where necessary to comply with ORS 203.045. FINDING: Posted notice was determined by the Planning Director not to be necessary. C. Individual notice. Individual notice to property owners, as defined in DCC 22.08.010(A), shall be provided at the discretion of the Planning Director, except as required by ORS 215.503. FINDING: Given the proposed legislative amendments do not apply to any specific property, no individual notices were sent. D. Media notice. Copies of the notice of hearing shall be transmitted to other newspapers published in Deschutes County. FINDING: Notice was provided to the County public information official for wider media distribution. This criterion is met. Section 22 12 030 Initiation of Legislative Changes. A legislative change may be initiated by application of individuals upon payment of required fees as well as by the Board of County Commissioners. FINDING: The application was initiated by the Deschutes County Planning Division at the direction of the Board of County Commissioners and has received a fee waiver. This criterion is met. Section 22 12.040. Hearings Body A. The following shall serve as hearings or review body for legislative changes in this order. 1. The Planning Commission. 2. The Board of County Commissioners. 247-23-000509-PA/510-TA (Tumalo Community Plan 2020-2040) Page 3 of 8 B. Any legislative change initiated by the Board of County Commissioners shall be reviewed by the Planning Commission prior to action being taken by the Board of Commissioners. FINDING: The Deschutes County Planning Commission held the initial public hearing on August 10, 2023. The Board will hold a public hearing on a future date to be determined. These criteria are or will be met. Section 22.12.050 Final Decision All legislative changes shall be adopted by ordinance FINDING: The proposed legislative changes will be implemented by ordinance, number to be determined, upon approval and adoption by the Board of County Commissioners. This criterion will be met. OAR 660-015, Statewide Planning Goals and Guidelines Goal 1: Citizen Involvement: FINDING: Deschutes County mailed notice to every property in Tumalo prior to Open House #1 (May 11, 2022) and posted flyers at various gathering centers. The latter locations included the bulletin boards for Tumalo's only gas station/convenience store, veterinary clinic, irrigation district offices, pizza parlor, Tumalo Community School, and post office. Open House #1 was the TCP kick off meeting and an opportunity for attendees to voice their opinions about vision statement, goals, policies, and issues of importance. Other opportunities for public comment and dialogue occurred via Meet A Planner meetings (June 20-24, 2022) which were scheduled face-to-face, one-on-one 30- minute sessions on the TCP update; County -held virtual open houses; and surveys (June 29 July 22, 2022). Open Houses #2 (August 22, 2022) and #3 (May 17, 2023) presented draft and final versions of the TCP with revisions based on public feedback. A second round of Meet A Planner meetings was offered (May 2-9, 2023). The County also created a website and an explanatory Story Map to garner public input throughout the process (https://www.deschutes.org/cd/page/tumalo- community-plan-update). The 2020-2040 TCP is therefore consistent with Goal 1. Goal 2• Land Use Planning: FINDING: The TCP 2020-2040 does not change any Comprehensive Plan designations or zoning designations in DCC 18.67, Tumalo Rural Community Zoning. The update is the subject of land use file 247-23-000509-PA/510-TA and will be processed under the County's procedures for a legislative amendment. On July 6, 2023, the County provided the required 35-day prior notice to the Department of Land Conservation and Development (DLCD) before the first evidentiary hearing. The 2020-2040 TCP is therefore consistent with Goal 2. Goal 3• Agricultural Lands: FINDING: Tumalo does not contain any lands with the Comprehensive Plan designation of Agriculture nor the zoning designation of Exclusive Farm Use (EFU). However, EFU properties abut 247-23-000509-PA/510-TA (Tumalo Community Plan 2020-2040) Page 4 of 8 Tumalo and the following TCP 2020-2040 Land Use Policy #2 states that County plans and regulations must comply with state requirements for EFU lands. The TCP does not propose any changes to existing EFU zoning. The 2020-2040 TCP is therefore consistent with Goal 3. Goal 4: Forest Lands: FINDING: There are no lands designated Forest, either by Comprehensive Plan or DCC 18.67, within or abutting Tumalo. The TCP does not change any Forest zoning. Additionally, the majority of trees within the vicinity of Tumalo are juniper trees, which are not considered a commercially viable tree or a species that is commonly suitable for the production of merchantable trees. Therefore, either Goal 4 does not apply to the 2020-2040 or the application is consistent with Goal 4. Goal 5: Open Spaces, Scenic and Historic Areas and Natural Resources: FINDING: The TCP 2020-2040 does not propose any changes to any Goal 5 resources. Two historic buildings in Tumalo are listed in the County's Goal 5 resources. The 2020-2040 TCP has a Natural Resources, Open Space, and Recreation Goal supporting the protection and conservation of natural resources, cultural resources, and open space. Various TCP polices address the elements and intent of Goal 5. Land Use Policy #3 encourages the preservation of historical structures in Tumalo such as the Tumalo Community Church (1905) and the Laidlaw Bank and Trust (1910). Natural Resources, Open Space, and Recreation Policies #4 and #6 address open space; Policies #3, #6-10 address the Deschutes River. The TCP proposes no changes to the County's Landscape Management (LM) overlay zone nor the Surface Mining impact Area (SMIA) zones, which protect scenic view and aggregate mining, respectively. Therefore, the 2020-2040 TCP is consistent with Goal 5. Goal 6• Air Water and Land Resources Quality. FINDING: The TCP has several goals and policies that address this goal. Specifically, Natural Resources, Open Space, and Recreation Policies #5, #13, and #14; Residential Policy #3; Economic Development Policies #1, #3, and#5-#7; the Public Facility Goal and Public Facility Policies #1410. In total, the policies will protect the quality of the air, water, and resources within Tumalo. Therefore, the 2020-2040 TCP is consistent with Goal 6. Goal 7: Areas Subject to Natural Disasters and Hazards: FINDING: The Comprehensive Plan in Section 3.5 lists the following natural hazards endemic to Deschutes County: wildfire, snowstorms, flooding, and volcanic eruptions and earthquakes. Tumalo has a fire station and the Natural Resources, Open Space, and Recreation Policy #15 encourages Tumalo to become a fire -adapted community through the Firewise Program. The Road Department plows County -maintained roads in Tumalo while ODOT plows U.S. 20. The TCP does not change any existing building codes regarding snow loads or structural resistance to earthquakes. Therefore, the 2020-2040 TCP is consistent with Goal 7. Goal 8: Recreational Needs: FINDING: The major recreational draws to Tumalo are the Deschutes River and the State - designated Twin Bridges Scenic Bikeway, which uses Bailey Road, Cook Avenue, and Cline Falls Road. The Natural Resources, Open Space, and Recreation Goal and its Policies #1-4; and #7412 address these needs specifically. The Transportation Goal references supporting recreational uses of the road and sidewalk system. Therefore, the 2020-2040 TCP is consistent with Goal 8. 247-23-000509-PA/S10-TA Page 5 of 8 (Tumalo Community Plan 2020-2040) Goal 9: Economic Development: FINDING: The TCP will not change any of the uses allowed outright or conditionally in the residential, commercial, industrial, or research and development zones in DCC 18.67 (Tumalo Rural Community). The following goal and policies support economic development in Tumalo: Land Use Policy #4; Economic Development Goal and Economic Development Policies #147. Economic Development Policies #3 and #4 particularly support development in the commercial core and supporting economic development initiatives and tourism as the latter brings revenues into the community. Therefore, the 2020-2040 TCP is consistent with Goal 9. Goal 10: Housing: FINDING: This goal is not applicable because unlike municipalities, unincorporated areas are not obligated to fulfill certain housing requirements. Tumalo is classified as a Rural Unincorporated Community under OAR 660-022-0010(7). The TCP does contain a Residential Goal and Residential Policies #1 and #3 to encourage a mix of housing types. Therefore, if it were applicable, the 2020- 2040 TCP would be consistent with Goal 10. Goal 11: Public Facilities and Services. FINDING: The majority of Tumalo is on septic; there is a private wastewater system, Tumalo Property Owners Association (TPOA), which serves a small area on the south side of U.S. 20. Water, either for drinking or irrigation, is provided by private companies or private wells. The TCP contains a Public Facilities Goal as well as Public Facilities Policies #1410. The community was quite concerned about private sewers in Tumalo. Public Facilities Policies #3, #4, and #7 address public sewer systems while Policies #8, #9, and #10 address private sewer systems. Policies #1, #2, and #6 pertain to wastewater facilities regardless of public or private. Taken together, the Public Facilities goal and policies will protect Tumalo's current and future water and wastewater issues. The updated TCP does not propose any changes to the County's regulations regarding public facilities and services. Therefore the 2020-2040 TCP complies with Goal 11. Goal 12: Transportation: FINDING: The County's Transportation System Plan (TSP) is also being updated to 2040 to continue to provide a safe, convenient, and efficient economical transportation system. The TCP proposed Transportation Goal is to provide and encourage a safe, convenient, and economical transportation system. The Transportation Goal calls for such a transportation system for all modes and to support economic development, recreation, and community health. Of the specific transportation issues raised by the community, Road Network Policy #3 addresses speeding while Policy #4 calls for ODOT to use designs consistent with Tumalo's enduring vision of maintaining its small-town feel. Road and Sidewalk Policy #3 calls for sidewalks in the commercial core, but not in the residential neighborhoods to preserve their rural character. Road and Sidewalk Policies #6 and #7 will lead to a better experience for cyclists and pedestrians. The 2020-2040 TCP does not propose changes in the functional classification of any existing or planned transportation facility nor does it propose changes to any performance standards or access standards. Therefore, the 2020-2040 TCP is consistent with Goal 12. Goal 13: Energy Conservation: 247-23-000509-PA/510-TA (Tumalo Community Plan 2020-2040) Page 6 of 8 FINDING: As a Rural Unincorporated Community with a 30-foot height limit, Tumalo has minimal opportunities for infill or increased density, which can be used as a strategy for energy conservation. However, the various Transportation policies encourage energy -saving alternate modes, especially bicycling and walking. The small lots can make solar energy utilization impractical due to shadows from nearby structures. Economic Development Policy #2 addresses the issue. The 2020-2040 TCP does not propose to change the County's Plan or implementing regulations regarding energy conservation. Therefore, the 2020-2040 TCP is consistent with Goal 13. Goal 14: Urbanization: FINDING: Tumalo is a Rural Unincorporated Community under OAR 660-022-0010(7) and has no Urban Growth Boundary (UGB). As Tumalo by definition is rural, Goal 14 does not apply. Goals 15 through 19 FINDING: These goals are not applicable to the proposed plan and text amendments because the County does not contain these types of lands. OAR 660-022, Unincorporated Communities FINDING: OAR 660-022-0030(1) requires counties to provide zoning designations for all properties within an unincorporated community. Deschutes County has done so via DCC 18.67. The 2020- 2040 TCP is not adding any new zones nor changing any uses allowed either outright or conditionally. The 2020-2040 TCP is therefore consistent with OAR 660-022. Deschutes County Comprehensive Plan FINDING: The relevant portions of the Comprehensive Plan are Chapter 1 (Comprehensive Planning), which sets the goals and policies of how the County will involve the community and conduct land use planning. These are specified in Section 1.2 (Community Involvement) and Section 1.3 (Land Use Planning). Chapter 4 (Urban Growth Management) and Sections 4.3 (Unincorporated Communities) and 4.7 (Tumalo Community Plan) are also applicable. Section 1.2 sets a goal for an open and active community involvement program that engages the public during development of land use policies and codes. Policy 1.2.2 designates the Planning Commission as the Committee for Community Involvement. Policies 1.2.3 and 1.2.4 detail procedures for public outreach and avenues of outreach. As described above, the County complied with DCC 22.12 for a legislative amendment, including notice to the public, DLCD, and relevant agencies. Both the Planning Commission and Board will conduct separate public hearings and objectively evaluate the facts. Additionally, staff conducted extensive public outreach via flyers, email, open houses, website, and work sessions with the PC and the Board, which were open to the public and broadcast online. Section 1.3 sets a goal of an open and public land use process to reach fact -based decisions. Policies 1.3.1 calls for protection of private -property rights and Policies through 1.3.2 through 1.3.9 concern public involvement, record keeping, use of websites, and review periods for the Comprehensive Plan. The 2020-2040 TCP does not identify any properties to be transferred from private to public 247-23-000509-PA/510-TA (Tumalo Community Plan 2020-2040) Page 7 of 8 ownership; policies state clearly what is voluntary if private property is involved; policies regarding private sewers also would protect rights of private property owners that could be served by a private sewer. For the development of the TCP, the County has done extensive public outreach using traditional methods (flyers, face-to-face meetings) and newer methods (website, online public meetings, electronic records, video meetings, etc.) Section 4.3 defines, lists, and categorizes Unincorporated Communities. Tumalo is a Rural Community and was approved in 1997. Section 4.3 does not have any goals or policies. Section 4.7 is the Tumalo Community Plan itself and is incorporated into the Comprehensive Plan as Appendix B. Based on the above, the 2020-2040 TCP is consistent with the Deschutes County Comprehensive Plan. IV. CONCLUSION The proposed 2020-2040 TCP complies with all relevant Deschutes County and OAR requirements. 247-23-000509-PA/510-TA (Tumalo Community Plan 2020-2040) Page 8 of 8 cioa l s a v-01 I>OU' 0� s = unchanged language in 2010-2030 TCP or unchanged but in a new section � u = Language in 2010-2030 TCP, but slightly modified for tense, terms, clarity (See spreadsheet for actual changes and further details in "Notes" section) Yellow = Brand new language for 2020-2040 TCP in response to public comments Community Vision Statement Land Use Goal Land Use Policies Natural Resources, Open Space, and Recreation Goal Support the preservation and conservation of natural resources, cultural resources, and open space while providing ample and diverse opportunities for recreation. 1 Natural Resources, Open Space, and Recreation Policies 4. Encourage voluntary designation of open space and pumic access to uescnuUes ruvcr on adjacent private properties. 5. Provide County perspective and support for community -based restoration projects to protect the health and vitality of the Deschutes River and its tributaries. 11. Explore whether the County should form a Parks and Kecreation uistnct as part UI the County's Comprehensive Plan Update. 13. Encourage preservation or improvement or grounawater quaiiLy aiiu LIIc conservation of groundwater supplies. 14. Provide public educational outreach on the importance and benefits of water conservation, encouraging low water use, and drought tolerant landscaping. 15. Encourage Tumalo to become a fire -adapted community through the Firewise Program. N Residential Area Goal Maintain the small town character and feel of Tumalo, while accommodating the community's residential growth. _ Residential Area Policies 1. Encourage density and design features that are compatible with existing development. Economic Development Goal Retain the economic vibrancy of Tumalo's historic core and industrial areas while providing economic development opportunities that are compatible with the small town rural character of the community. Economic Development Policies 2. Explore alternatives to the solar setback standards for development wimin the commercial zoning districts of Tumalo. 3 Public Facilities Goal Public Facility Policies Consider water and wastewater capacity when assessing development capabilities on individual lots in Tumalo. 2. Promote efficient water and wastewater systems in new development to manage water resources carefully. 8. Explore legislative approaches to preclude non -voluntary connections to private sewer systems. 9. Explore with Department of Environmental Quality (DEQ) to determine whether a property owner can record a land use provision stating a private sewer is not lawfully available under Oregon Administrative Rule (OAR) 340-040-0160 unless the land owner voluntarily consents to the connection. 10. Prohibit private sewers in Tumalo, unless the property owners of the lots in the Laidlaw Plat, Deschutes River Tract, and Deschutes River Homesite Rimrock Addition form a district and vote on the issue. Transportation Goal 11 Road Network Policies 3. Collaborate with the Oregon State Police and Deschutes County Sheritt's Ottice to address speeding within Tumalo. 4. Encourage ODOT to use its "Blueprint for Urban Design" for U.S. 20 projects to enhance the roadside environment by signage, accommodating alternate modes, roadside amenities, and landscaping. Road and Sidewalk Policies 6. Provide wayfinding signage and maintenance best practices on County arterials ano collectors to ensure safe and accessible routes for all users. 7. Review Deschutes County Code (DCC) 17.48, Table B, Minimum Bikeway Design Standards, and consider revising widths of multiuse paths from 8 feet to 10 feet and up to 12 feet in areas with high mixed use. is x c o v a a ♦+ pOp Q Y N C � X ._ Y u Y E Y � II ry II C � ON iJ ip N O v 0 II O y E N N C w v O y > 3 c O "o u C E E hJ ° � w v c o y 3 o ov@�� v Z > 3 v _ o m v° V v > m v+ C N L 0 O v 3 u w E C _ U C O O✓ U N o N x V v O I� o v m 0 .� N E a a > a ° a C v o s m = w — C N N w a J Q d 3 v E c o ° O F i w u E 0 m i O N o i n a o m a z O 1O y 0 m v O —^ 9 o v in Z w o a > v> 'OC oA m j c 'c 0 tm ao 0 0 oo a 6 E ° u m a p v E 0 C I- u o u o 1-- � z vo. � o O m v > U1 N U 0 @ p a JO a a m v - Q O G= .� c E N C o E U u E 01) f' N m O. E p N _ tl00 v 0] C° N N O O O V C ° E E ° c F > ° w v Y O C a o°q W v N E N ° o a c u° 0 >, o 0 o E c L v o E o L Y r u u 3 Y S )� 2 C U ° t' � s O L O o 0 r C vOi U L °' w N wu C > 'cam E O O X Y O V Y =O C O c E u = °c° Y '^ 3 E _� 0 o v c a o, 'c o 0 v .4 3 c v E w a m u" _ v o °' -0 o E t0 N v °' L a o V � O ♦+ N C N a N °n o o c v o a Y OW oo w a E a v > �o E .v ° oN o L `° 0 c V >- - N a$ .�CD w v z w z u u E w > d O a v T > bD t C C - '3 C a N '� a>+ N > N a0+ `o c o s y c 0 0 c c 0 u c .o �' a E o E 0 ° o c v a N a u v N O L ° N 3 y N ai m 'C on io u E m 0 c N 0 ra E E > 0 0 c u 0 3 o E a E o Y Y F'- °' N n o w m c °' r r 'u m E •v v E o o m m ° c m o c E l m ai o3 o c a° w °T v >> vwi o o Y Nc p a o J 0 0 N v 3 = y o Z f0 o a, o 2 u o> m 3 v c C C d N X O U1 >" C O O C L a J bA L ..0 13p N 9 o > u3 N aL+ o G E Y 9 j ` N 0 C v v Q V C N C Mt v y E o c O a v N N �O to a O C •3 O C a+ m 0 3 a w 09 O a m `-' E m fO v u a � m v u v o Lu� a T m a O io 0 0 n C O L u Y v o. E v n - c O c ° O u E v E � m c w w > o ' o Y E Y �' o �', C E v u v E 0 v w�.- N L. � v �.- •c a U v E o. ao 0 a c c ro c w uo o o c v v 0 j v v c m w °u o° 0 u a U� \ t y F ) � v a CO N CO a T T L 9 N u u J C O C d T N C Y p N C `O H O T m C J a+ '• w u Y c s oc N m w> L c 3 v F- v w o u '^ m c� s n v- o `>° v o -v u o v E v .sun v o E c c u v 0 o> o� v my u u J `-' a 'a o o s Y c v a a o a_ o c C N o E -oo �- O n 0 N m T N 3 N (0 m m m y O N U y a p o m a C V m v a W s s+ a u O ti in N ._ N O vn N tl9 a s O C m O O Ust, cao aT+ N C O3 uv O mo 'oc^u Noo o, c N au coNN N m a C ti U o o J vnn o o E x c o a `° o 3`-' u o .°� u v v @ ;: '«. u m a c c u v E u a J J., c v^ ~ -Om a v E v o >o o c u = o ° °V h o o z N m 2 m Y Q 3 a oc3 a v - c m m E`o v ai c c @ y Y C O n _ O J O O " W @ to O _ L u bA 'U c « m a U J T o o m v O ¢ D a v a a o m c« c a N 0 c o v E N v W O Y L n O E V W m m V C > v V > o w ' C vJi 0 0 .'-^ W W N u u v o .1O 0 CX on n O c = o a c E c Eo -E C Q m m v 3 on y a ou F a m W W O ai un m >, m Y N O Qa E-emu m N a i �- a3i 0 2 Z rco m n v =` -o M n d a > o o v _ U F p � z° w c a cc w a n z z a z v m .- O o O c o .v. .� W occ ..� J °' v c f0 E o c a c m v m e 3 v E c J m F °o v c E s O r v c 0. v st- U a m v ° v v o v v 'u c E w C N m c N C o m j vC o_ C W p o 0 p, C o N C a f0 O m > c u� o N p -a v -MY E O c v N m` o �, v v m o v v >_ c > on c J> 'o E a ._ c a v v Y v c u t� -� v v F m o v ms w ac W 2mE J oi m O 2 0 Li O 'O t0�CO2 vC o O O u E W �Uu r o o i��O avoCOcnn °J72 C o icm - Q n o o w a a>i f0 v v c D o m +° v a Ms v o on u v Z vi v n u a �n a in is s a w a a _ n s> d m u o 3 O c, � S 4, p �, J: {> O O O i ✓ r ti c w N Y To O No 3 Y C 0 o o v 0 3 T c N w O z u Ol v -0 O 0 N 3 N O E O N N N = O O O R NQ O 0 t0 T H O� � Ul u 0 E t0 E a "T' K O._ U N U C U E U E G v a a c L w O u° a r ;� o 1- C p u p a cn c v m o m L v c o o c a° d a y a ._ E 3 a o 3 o " o w O Y >, % O a C O' N J U O u 'v ° y0 , N C O O c 0 0lw v c o > xQ E v E v vai J m° o E °c° v° o N E E E c L m v J x o o mJ oco EL°° J c v t E Jc m Jc Cm Jc Dco oJ`n w v oc ° o N O N v J U u V 0E O O vXaU+) > -aY.°d_3 L-ac3LO o o o E jCO wL31 > do c aOUl O K n E ^U) X Coa'O^)O C0vO CO 2> wu v E w E 'v C. o r E oN°C1Q0 ua o 0 ° ° o o o 0 o O v 0 E ~ 0 w C E c J ai m a v -0 Y Y v a v m c v 2 j o ¢ O C N O C O O m J E a f0 E a 0 v °' ¢ w oCu 0 H 'OC = .Y E Q v a on o J w N o E E Q c o ou Z LW mo c o ON a" m E n. `u < a a a C p cn E u u w Z cn a Z z z z U ° v o o ° o a O m Q1 3 m v 3 aT+ C J O m w v a Ea J m o a C° a c E om !° r mN a sn a ov o -o v 0 Lv. o 0 a s o o Y v 1O c E _ '^ a v Y a C U 0v -c u E y o aci v c c c' O v a '^ y ag y .y m `° a C v o c (U °1 C m e ,_, w , o u c m E r v a 'x u .� @ o aN m mc °mov co To,a a YE m ° Em o w o v> 0 o v v E a `o o -M c o o O o yov v o 'O n o ov'E c E O a f0 J L m o L m N a+ f0 u d O O v > J i0 ` i O f0 v _ (0 r L m o N N H> Y C v a O j E o E E v.o ° 3 o° c a `m o° c ✓ v o 3 Y it Y n - n v y E E 0 o T °° a v a c v o o v E L c 3 o �v v a J '- w v Y on o c u v o o v Q E oo o a .E auE o oa muco zu uE. s,gg vgenmgg SAS Y 1 ,f.• 'a f \. i O O O 0 $ Y 9 ,?w" O O Al a a v v C Ul av+ O _ O N > .� O L L L L m @ > O vm O �' T y0 AlO NO m C u v m io io w° .o 'u t .c E E ° C C C v C w o w v 6 n U> -oo w @ @ u_ u C o. a= G U Q a fO C '`-' O w C U O O 2 Ul > n v o>> a n w w n o. cna ^ m l: m^ N v v v v °1 > c @° L_ a vm 'u- £ '° v o u Ei @ °- n o f N ^� E w Y o o a o°n o m u 5 v >� v `0 o Y o y o 0 0 c m E o E> c N o u _ o c a c E ° o ocu o v w w o a o N v o aui o aui o v Q" o w u m E o -vo a s ° E o Q 0� a o z z m v E N m a v Y o 3 - _ m c > o v w> v o E v o v L°' E v c Y v o o °u ani v E v _ L -u F. y aL+ Y w o v o v v o Y aci v 'a c o v v w c c v z -6c >' w O c o ti v£ w x_ v E c > @ v co 2 W w ;° c E m a m m a m v u a v o v @ o u v W m `-° g o w -vo T `v o Y '-@°, ,c > c o Q o ° m `° w c a Q o w � r Y w w> o 0� v E v f oa o c m o ra Q o o v .. n y O Q on o o .�c� o� v E`o o z Q c n O c o E_ z ¢ `o v W Z O O o f o o o O z O C K o c o -6 ,o c ° Y E a E° ° u @ N @ E r 'E E V @ n E o o E° u Y Y c a m > E O1 j v cup =p C O v 0 F m N E O o N vOi E ° o N C v a m o-G C -o-a.y@cY v = E O x m u aci c L `-° u o Y E E v a c w > ° v o c a v m l". £ a v u w° v E o c �- c m o o y @ ocn o U > o cm _ v x v v E@ o y> C c o a o c@ o `� c E» c o c °c m v E v o Ec o v@ w �L+ m 3 w m o ° c° v c c a o -°'o v w `o .2 '3 z -v° w c o o`v. E a c Z Z z c c � o O o V a v �v o L> p N E F YNO. - 2 O a F- :v O C O O °. � N '� d C t0 " a Vl Ov Ol Na 0O-> d -� C 3� N o u a v o .° c a u 3 v a c6 3 v -vo N-a v Y c c '� 76 ° c v 0 A to o c o>> o o a a c c v o O o L v Y u o v E o a 15 'u c a m LE c ra u a m OU _T N 'OL L � O U C" O. — m E O c0 m 3 U N E S O ° t; % C> C v Evi o E o 5 °1 3 3 a u v y c o 0 0 ° o Y ro 6 ° E N o v v =° o 0 o v oN v L L a ° o y a° 3 a o o w x c° LEm ou 6 a L N Z c v v o - v o E 3E v c o E a m O 00 C C-v0 v .n =' o ,- N v u cp m ai o ^ o- �, ai ai o o a v° ai v a '" c aL. o y> m v o a o ,- ,T, m> Y v 3 a Y af6i a� v o a> E u v y o°° v '° ¢ Y y= m ° o x a v v `w v 0 > E v O v°° v o° c c E o °u E c . '°yv 0 ° v3o N u c v 0 cm v o Yo c 3> a o° v U m o v c o r ma c, o. °' o c L c v 3>° > aco m 3 v Y` Z' n N a° y c E E ` _ c o o m " o Y c s o v 3 a a c v¢ u° ro O N C L E E W N y N .�v-' O C vvi E it j O N O. C C N N O Y N UI N S] Z o o d Z O a F>> '- C T v Y — C ry O T u o >o 0 Y 0 c 3 0 o v L o a N m c t a E � v o w - v 0 E o v w v O ° v w 3 3 � a C O a+ m H w V ? y a - o � C � .yyee u o o O w U m > O a o p o w m m o �° v o O ti v C CV � ✓ c o m 3 a° v o m v C ° � Y G C o m m 3 c s m �' u w `° u o o a 3 O w v 3 '-' a` '^ vL o ro E o E .n 0 9 o w T °' w � > LL m Q ✓w ry ti ii c N in o Y > o C N O � o m ry v m E y x a a o ff ry `>° 3 L Q c L X C % Y O y o 0 0 ry u N w Y o E o E F- ° C w w 3 a w N o 0 o a o E 3 c w o > -o Y E 3 ° 'u E o o a o v m E m 3 F E r v v m m m a o o Ou L+ N C'= O w O N C E Jp h w o c U) O u> O u $ ` O o 4:5m o. 'o w E w Y L Y o C V p v N p w m W en w o o a E° vL. u ami o- Y n N o mE woci m y w v E 0 0 m Q 'o a w a `—° ,w, o a a° a .� u o Q o. °' °' °' a E>> a o f °u Q c c a Z _o Z c w �' W G o J v °' N V m u o v 0 voi -°o -wo m.n-' uo o z w w w N m > L 5 en 3 a o m m p a N f0 E> cL, u o Y o r 3 c o 2 o o O C o 'E L c �^ '-" E m v ' a v E o w w 3 0 > o u v c E o w mom' E °u.� = u o E ° v o o v E 0 v c E o o : E L o o v °_ o m 00 E " v v ai =o v N F m '`° ._ c 3 o vT, a m w a; w ai c v c w .wc la o r v w m y o 3 N m f0 E c o m> v o v ra`o w an m L m �n > o 3 .. m m o L °c =o E E v a o- "° � v> m a w :n m 3 E a en o w ,w, '� o o o 3 o c c .• > a c m o v o ` 1w-, Y m N F- L m m r v m =o m o p _ w o v o a 3 w `o nn aEi 3 a`i v v y •`�-° w m 0 3 —o a a w u ,- o m c •- `-' E w a E Y a m .0 o Nm � r 3 > m `_ o ,. u w `° E v N v u w`o w `1 -O O O O u >> o m y 0 ._ C a C C Y O L c _ w u m o. c u° I-° w o u° v a w v�i o o f N U 0 0 v o OO. 6 a L a vi O N O w .ruc O Y$ « O a —0 v E m N w LL u N O - �' C mw w m C O O LL O -° U--p . E L0N0EN O O � O jN >i ✓o w.O� OOwj aVOw v oo O .E- oC Lo' -0w a cO O C 0 U m E v U -o w N o c> o 0 o OC N °c° v a O Y N Ou N O O O T T w t`Oi N v N T O a O E a, C c O w O O O u L l0 C Y C N o - "O m m � p o 0 o o 00 ° ° 0 u° T +' U. N 10 w `o U m T v o 0 w E 9 N 3 E C 0 O 3 N T � O o w c N O Q N p c E p c o E > c O u u Y SO N C O W p C E O O_ bq N G '✓ 'c O C C 0 E - v w c - .,, .. o. u@ c c 0 ,J N o o ,O ti vo a `o LU v Z Y w E w v y 3 0 0 a c p ¢ C -� a a w w e o U u z Z o 0 3 w _> Ci O 0' o Y c > @ - m Q m dN 0 0 v io a Y o 2 w w o a a w n a c v m v o v E a 0 � c°u w t u E m v Y u v N o E G 3 v>> j m v ai o v w E a o q o a 0 -W o o �' .� �: ai 0 c> c E `O o w E W. a 0—' 0 0 9 a o ao a-0 N N C C m S w> N v 0 W "O C yL. O_ c � a� aui O- L O O N w 0 t0 w CO O E N v U m 3 E a CC,C ° °O. m -p N w v N N L N O O UI l6 O U L p L Y E a > C O 2-0 w w O C a ou = o p ,o Q°.E ;: p 3v° p°wU _ U -O N Y ++ •C O L O � L � a C O 4- C V y O (j o 01 m o 7, o. v O O N O O ✓_ O m N O .c O O H3 N a Ol a N N ON T ° X a C X U .OC Y Y C O U j C W O O O pN N £ c N°\ "00 U O N O ON N O C O £ C O O C O O O O "00 '00 U 0 N N F pQ N O N J O N U >i t0 N O w U Z C L o C o > ° Y o o. y C E E p E o a3i v u E v 76 m £ a v Y w v L JO o ~° o° v° Y> E 0 2 H F £ v_ O m v> 3 a a v c bp� o v N y O I C E c E "° E 'u c '° v °% m ?: 3 °� a 0 a v E L L o 0 o 0 0 0 3 Z Z z C _ o m o Y — N D. u N u a+ N Y C C v E Y _ c O O N C N L' Y u O y N c N .2 w o N °> o o a r2 u $ t- ° o N v 3 v n o f o m° .Yvc o - u m o L c m W c_ c o cD E — -o s vt 01 N m E v v t a m °' `o mv m`mc O w o v zt: E " u Eo E v v m '3 o o u aci o c -v° a '� °u N .n> c u u '� N ,v, s Ov a ai m c Y c> m — w 'u v a3i o a +' u 3° `° p E 3 '0 O T O vt C 'D E CO O N D_ F 'O v N V N £ �, °O N "O .V v E .N ° `—° O a v E - E Y o E v 2° o v ." c L= o E u° °� � z w o o E `E o o ,c L, a` c vT u° 3° n`. a v m % .0 S urrialo, Community Plan (TCP) Trails This project is partially funded by a grant from the Transportation and Growth Management (TGM) Program, a joint program of the Oregon Department of Transportation and the Oregon Department of Land Conservation and Development. This TGM grant is financed, in part by federal Moving Ahead for Progress in the 21 st Century (MAP-21), local government, and State of Oregon funds. The contents of this document do not necessarily reflect the views or policies of the State of Oregon. Tunialo Active Transportation Updates SCVAP Trails Outreach Update I Deschutes County Introduction......................................................................................................... 1 TechnicalMemorandum#1........................................................................................ 2 Sisters Country Visionary Action Plan (SCVAP) Trails Outreach Update .................................... 27 Advisory Committee Meeting #1 Summary.................................................................. 28 Advisory Committee Meeting #2 Summary.................................................................. 32 Advisory Committee Meeting #3 Summary.................................................................. 36 SCVAP Trails Final Concept & Appendix........................................................................... 41 Tumalo Community Plan (TCP) Active Transportation Update ............................................. 77 Advisory Committee Meeting #7 Summary.................................................................. 78 Advisory Committee Meeting #2 Summary.................................................................. 82 Advisory Committee Meeting #3 Summary.................................................................. 86 Advisory Committee Meeting #4 Summary.................................................................. 89 Tumalo Active Community Final Concept Plan & Appendices ............................................. 92 Adoption and Implementation Measures........................................................................ 112 Deschutes County Code Updates........................................................................... 773 Deschutes County Transportation System Plan (TSP) Updates ........................................... 777 TitleVIDocumentation ........................................................................................ 722 Project Information Sheets.................................................................................... 124 Date: Tuesday, May 3`d, 2022 To: Project Management Team From: Karen Swirsky, Carrie Theus, and Katie Popp, Kittelson & Assoc. Subject: TCP Advisory Committee Meeting #1 Minutes • Brandon Crawford, MIG bcrawford@migcom.com • Carrie Theus, Kittelson & Associates ctheus@kittelson.com • Chris Cheng, Oregon Department of Transportation (ODOT) Chris.CHENG@odot.statp onus • Devin Hearing, Oregon Department of Transportation (ODOT) devin.hearing@odot.oreRon.gov • Jim Crouch, Heritage Brand, Lim heritagebrand.com • Karen Swirsky, Kittelson & Associates kswirsl<y@kittelson.com • Katie Popp, Kittelson & Associates kpopp@kittelson.com • Peter Russell, Deschutes County, peter. russell @ deschutescounty.gov • Rachel Zakem, Cascades East Transit (CET) rzakem@coic.orR • Susan Altman, Deschutes County Planning Commission dcpcsusan@gmail.com • Tarik Rawlings, Deschutes County Planning tarik.rawlinRs@deschutes.or6 • Theresa Conley, Oregon Department of Transportation (ODOT) Theresa. L.CONLEK@_2 .state.or.us • Tony DeBone, Deschutes County Board of County Commissioners jonyDeBone@deschutescounty.gov • Tony Vicknair, Tumalo School Tony.Vicknair@redmondschools.orR (Note: Sam Platt will be taking over for Tony Vicknair after he retires this month) Absent Committee Members: • Andrea Breault, CET abreault@coic.orR • Steve Davidson, The Bite steven.davidson@fib.com_ • Serena Gordon, Twin Bridges Scenic Highway serena@visitbend.com • Dave Thomson, County Bicycle & Pedestrian Advisory Committee (BPAC) d.a.thomson@icloud.com Page 79 of 125 Fe hnic_al Memorandum I Tumalo Active Transportation Update/SCVAP Trails Outreach Notes© Project Background, Objectives, and Desired Outcomes • Karen Swirsky discussed project boundaries, background, and objectives (See website for slides) o The Active Transportation component is just one sub -component of the planning updates to come in the Tumalo Community Plan (TCP) and Deschutes County Transportation Systems Plan (TSP) Objective of this project is to identify gaps in active transportation networks in Tumalo, develop a list of needed projects in Tumalo, and provide recommendations to the TCP and TSP for implementation Background of Existing Plans Tumalo Health Impact Assessment (THIA) (2008) Tumalo Community Plan (TCP) update o Tumalo's long-term planning project, part of the county's comprehensive plan o Peter Russell -This project is one sub -set of the TCP and will inform the TCP for that Active Transportation segment. ■ There will be a TCP Open House on Wednesday, May I It' for the project team to collect input from community members and other stakeholders Most accurate estimate of Tumalo population is 574, but future build -out population is estimated to be —772 Deschutes County Transportation System Plan Update o Anticipating that will be done late summer/ early Fall 2022 Twin Bridges Scenic Bikeway o Chris Cheng -Currently the plan is to reroute the scenic bikeway through the proposed 4th Street underpass Planned Projects • US 20/ Cook Ave/ OB Riley Rd roundabout • Tumalo Multi -Use Path & Underpass at 4th Street o Chris Cheng: Most of the funding for this project is coming from the county • Cline Falls Rd/ Tumalo Rd/ Cook Ave Intersection Improvement o Potential roundabout or realignment of intersection o There's a takeout spot for people on the river located here, so this area could be more pedestrian -friendly • Other sidewalk improvements (from the draft TSP) o Some of them will be accomplished as part of the roundabout project in 2023 • Cascades East Transit 2040 Master Plan o Rachel Zakem: CET is waiting for 2 roundabouts on US-20 to determine where the Tumalo stop will go o Rachel Zakem will touch base with Andrea Breault this week on any additional materials to provide to the project team Page 80 of 125 Technical Memorandarn I Tumalo Active Transportation Update/SCVAP Trails Outreach Other Needs? Karen Swirsky - Potential connection from the fitness track to 4th Street o Tony Vicknair -It's a walking track with several fitness stations. It's more popular with community members than with students at the school. Chris Cheng - A connection from the "downtown" Tumalo area to Tumalo State Park o There is a trail along the east side of the river that almost goes to the undercrossing. Connection could be used for people to get from campground to town, vice versa, without having to drive. o State parks used to own it the existing trail, then there was a jurisdictional transfer - Chris will send a state park contact to Karen. Devin Hearing - With the roundabout and undercrossing, wayfinding will be very important for bikes to continue to go to the undercrossing, not through the roundabout. o Peter Russell - The Tumalo trail idea [from Chris Cheng] was part of a discussion in 2009. The County got a grant from the state, but it was shut down by the State Historic Preservation Office (SHPO) because of the presence of artifacts (lithic scatter). The trail is probably feasible but may need environmental remediation which would add to the costs. Peter will look through his files and see if he can locate any documentation. Potential contact: Tumalo State Park Manager (Susan Bether) Peter Russell - How can the school drop-off/ pick-up be improved? Is a school traffic speed zone along Cook Avenue possible? o Cook Avenue is generally slow because of urban development, but Cline Falls Road has its challenges. Peter Russell - There are some pedestrian accommodations along the Tumalo Road bridge, but it's not comfortable at all due to fast drivers. Tony Vicknair - The school recently changed their school drop-off/ pick-up process, and it is working well. Parents drop-off along 2"d Street and loop around through the bus lane. Students cross the adjacent field to get to the buses. o There are only 4 buses, but -170 parents in drop-off/ pick-up. o Bus drop-off is at 8:25am, pick-up at 3:25pm o The school would be enthusiastic about additional improvements to the drop-off/ pick-up process. Theresa Conley - Proposed a partnership between CET and school to propose a bus pull-out for student pickup and CET stop. o Karen Swirsky: Mini mobility hub that's multi -use if it's not too faraway from the school. o Rachel Zakem: Not much more info on where to place the stop, just waiting to seethe roundabouts. o Chris Cheng: Need to make sure there are walking/ biking facilities wherever the new stop is located. Tony Vicknair: o Since there will be bike and pedestrian facilities along 4th (Re: ODOT project), 41h/ Bruce/ SE side of the field would be a good location for a bus pull-out. o The field is very large and only used during the school day -so the school would be open to improvements along 4th Street. Page 81 of 125 tc:chnicai Memorandum I Tumalo Active Transportation Update/SCVAP Trails Outreach • Jim Crouch - It would make a lot of sense to have a circular path that people could walk around - under the highway to 4' Street, walk under the bridge, back into the Bite, Cook Avenue, and loop around o There are many elderly people in Tumalo that would enjoy a walking loop - including Jim's parents. o Lots of things long-term to think about as Tumalo continues to grow (commercial -i industrial growth in southern part of Tumalo). o Karen asked Jim to provide a sketch of his proposed walking route. • Peter Russell: SHPO and ODOT have certain requirements that could be challenging to the trail under the bridge. Action [terns Need to follow up with: • TonyVicknair- share contact information for Sam Platt, incoming Tumalo Community School principal • Peter Russell - send SHPO and other related documents (Re: Tumalo trail) to Karen Swirsky • Rachel Zakem/ Andrea Breault (CET) - send any information on CET stop in Tumalo to Karen Swirsky • Jim Crouch - sketch a potential walking loop in Tumalo on a map Chat/Comment Log [None] 10 Date: Wednesday, June 22, 2022 To: Project Management Team From: Karen Swirsky and Katie Popp, Kittelson & Assoc. Subject: TCP Advisory Committee Meeting #2 Minutes • Chris Cheng, Oregon Department of Transportation (ODOT) Chris.CHENG@odot.state.or.us • Devin Hearing, Oregon Department of Transportation (ODOT) devin.hearing odot.oregon.gov • Jim Crouch, Heritage Brand, Lim heritagebrand.com • Karen Swirsky, Kittelson & Associates kswirskV@kittelson.com • Katie Popp, Kittelson & Associates pope kittelson.com • Peter Russell, Deschutes County, peter.russel1_@deschutescounty.gov • Rachel Zakem, Cascades East Transit (CET) rzakem@coic.org • Tarik Rawlings, Deschutes County Planning La rik.rawlings@deschutes.org • Theresa Conley, Oregon Department of Transportation (ODOT) Theresa.L.CONLEY@odot.state.or.us • Jeannie Fraley • Gabriel Coler Absent Committee Members: • Nicole Mardell, Deschutes County Nicole.Mardell@deschutescounty.gov • William Groves, Deschutes County William.Groves deschutescounty.gov • Andrea Breault, CET abreaulcoic.org • Steve Davidson, The Bite steven.davidson@fib.com • Serena Gordon, Twin Bridges Scenic Highway serena@visitbend.com • Dave Thomson, County Bicycle & Pedestrian Advisory Committee (BPAC) d.a.thomson@icloud.com • Tony DeBone, Deschutes County Board of County Commissioners Tony.DeBone@deschutescounty•gov • Sam Platt, Tumalo School samuel.platt@redmondschools.org Page 83 of 125 Technical Memorandum I Tumalo Active Transportation Update/SCVAP Trails Outreach StoryMap Overview Tumalo Active Transportation StoryMap is accepting input from the public until July 12`h Advisory committee to spread the word about the StoryMap Theresa Conley - it would be helpful to have a visual/ story about what the transit stop would look like in Tumalo o Would look similar to Sisters and Redmond stops o Rachel -share some pictures of the raised stop in Sisters Tumalo Open House Debrief Peter Russell and Tarik Rawlings - Great turnout for the Tumalo Open House. Attendees very very involved and provided a lot of input. There are clearly two differing viewpoints in Tumalo: (1) Keep Tumulo the way it is and (2) Wish for a bit more growth in Tumalo. Karen Swirsky and Katie Popp - Three emerging themes from Tumalo Open House and Tumalo Walking Tour Three Emerging Themes from Public Events • Speed Control & Safety • Pedestrian Connectivity • Transit Speed Control & Safety Karen and Katie went through several potential concepts to address speed control and safety, including (1) traffic signal at Cook Ave and Cline Falls Hwy, (2) Roundabout at Cook Ave and Cline Falls Hwy, (3) Raised intersection at Cook Ave and 4ch St, (4) Entryway art, (5) Safety improvements such as shoulder widening on Bailey Road and Tumalo Road. Raised intersection o Peter Russell: County would be okay with a raised intersection. Another option is rumble strips. o Gabriel: Dan of raised intersection but wouldn't be necessary with the roundabout. o Jim: Agreed with Gabriel -Raised intersection would not be necessary with the roundabout. Roundabout o Jim: Supportive of a roundabout at Cline Falls Hwy/ Cook Avenue. Roundabout would improve safety for pedestrians, especially those at the river takeout heading to Tumalo downtown. Pedestrian Connectivity • Karen discussed opportunities for additional sidewalk connectivity on Bruce Avenue, Cline Falls Hwy, and Tumalo Road. Possible 1-2 mile walking loop routes were presented. Transit • Karen discussed opportunities for additional sidewalk connectivity on Bruce Avenue, Cline Falls Hwy, and Tumalo Road. Possible 1-2 mile walking loop routes were presented. • Rachel Zakem - Deschutes River Woods currently has a country store stop. Rachel connected with the country store owner who didn't seem opposed, but a follow-up conversation needs to follow. Page 84 of 125 Technical Mcrnorandurn I Tumalo Active Transportation Update/SCVAP Trails Outreach Gabriel - Tumalo country store has a large parking lot but it can get chaotic with people coming in and out during busy times. o Alternative: Right before the Tumalo country store entrance on 5th Street Rachel - Transit stop must have sidewalks that are ADA compliant and connect to the Tumalo sidewalk network o Jim - Is there a need for a transit stop? o Rachel -A stop in Tumalo has been on CET's radar for a few years based on input from the public that specifically request a stop in Tumalo. o Peter - Out of the 55 people who took the TCP survey, 29% said they wanted a transit stop in Tumalo o Karen - The transit vehicle is a Ford Transit van which is very small (transporting max. 7-8 people). o Rachel - The route would be 3 stops a day in both directions. Discussion • Jeanine would like to see a community survey on transit & roundabout at Cline Falls Hwy/ Tumalo Road • Most seemed to like the roundabout; Devin Hearing (Deschutes County) shared concerns sight distance and the constraint of the river and Tumalo Road bridge • Mixed reviews on raised intersection. Some were not big fans but others like; general consensus is that there isn't a need for both the raised intersection and the roundabout • Roundabout could be a good thing for all the folks using the river put -in, encouraging them to walk to downtown instead of driving • Agreement that sidewalks on Bruce are important, maybe just on one side • Most favored transit stop is on Bruce across from the Church - but the Country store could be a good interim location until sidewalks are built on Bruce o Country store can be chaotic at peak times • Lots of support for a connection from Tumalo State Park to Tumalo downtown area, possibly as part of the walking loop Action Iterns Advisory committee to spread the word about the StoryMap Send StoryMap to TCP Advisory Committee Need to follow up with: • Rachel Zakem - Share photos of transit stops that are representative of the future Tumalo stop Chat/Cornment Log [Katie Popp] How would walking & biking fit in with these concepts? [Theresa Conley] There are numerous driveways along that stretch that people riding bikes & driving need to navigate, I think Page 85 of 125 i"edmical Mernorandunri I Tumalo Active Transportation Update/SCVAP Trails Outreach [Theresa Conley] Webpage for the broader ODOT project: https://www.oregon.gov/odot/projects/pages/project- details.aspx?project=20011 [Katie Popp] if you have more thoughts after the meeting, the StoryMap would be a great space to share Date: Wednesday, August 31, 2022 To: Project Management Team From: Karen Swirsky and Katie Popp, Kittelson & Assoc. Subject: TCP Advisory Committee Meeting #3 Minutes • Andrea Breault, Cascades East Transit (CET) abreauit@coic.org • Chris Cheng, Oregon Department of Transportation (ODOT) Chris.CHENG@odot.state.or.us • Dave Thomson, County Bicycle & Pedestrian Advisory Committee (BPAC) d.a.thomson@icioud.com • Devin Hearing, Oregon Department of Transportation (ODOT) devin.hearing@odot.oregon.gov • Gabriel Coler gabrielcoler@gmail.com • Jeannine Fraley jeanninefraley@gmail.COm • Karen Swirsky, Kittelson &Associates kswirskk kittelson.com • Katie Popp, Kittelson & Associates kpopp@kittelson.com • Peter Russell, Deschutes County, peter.russelI@deschutescounty.gov • Rachel Zakem, CET rzakem@coic.org • Tarik Rawlings, Deschutes County Planning tarik.rawlings@deschutes.org • Theresa Conley, Oregon Department of Transportation (ODOT) Theresa. L.CONLEY odot.state.or.us Notes: Tumalo Open House Overview; Peter Russell, Deschutes County There were approximately 45 people at the open house. Many were confused that it was a meeting about the sewer feasibility study. The County presented draft goals and policies for transportation, natural resources, open space, land use, environment, etc. Focusing on active transportation, the following generalizations can be made: • Many attendees expressed opposition to Recreation policy #1. Peter feels that this is a result of an anti - tourist sentiment. In particular, people were uncomfortable with proposed policies that could make Tumalo more of a destination. Specifically, designating the river as Wild and Scenic, improving access to the river, or advertising Tumalo as the key destination on the Twin Bridges Scenic Bikeway. However, most were supportive of wider shoulders for cyclists and pedestrians. Page 87 of 125 c>chnic<al Memorandum I Tumalo Active Transportation Update/SCVAP Trails Outreach On the topic of transit in Tumalo, some attendees expressed opposition to a transit stop in Tumalo, mostly on social concerns but also wondering if there is a real need. There was support for road standards consistent with rural policy and sidewalk infill - but residents do not want sidewalks in residential areas away from the commercial core. The County's next steps with Goals and Polices is to take all the feedback and simplify the language. The County is going to wait until the sewer feasibility study is done to reduce confusion, sometime in October. Therefore, the Active Transportation work will probably have its own online Open House in October in order to meet the grant deadlines. Initial Concept Plan Karen Swirsky (Kittelson) walked through the three key topics in the initial concept plan. Discussions from the meeting are documenting as they relate to each topic. 1. Safety & Speed Improvements. Advisory Committee support, no comments. 2. Pedestrian Connectivity Tumalo to Tumalo State Park Trail Chris asks if we have run the "Reconsidering trail from Tumalo to Tumalo State Park" proposal by Oregon State Parks. It's possible that ODOT swapped right-of-way with Oregon State Parks. Kittelson will check to make sure OSP is okay with the inclusion of the trail concept in the County Transportation Plan. Chris suggested Peter Wanamaker at OSP as a potential contact. Jeannie asked for clarification on what the issue is with having a trail to Tumalo State Park. Karen explained the known archaeological sites along the trail. Jeannie expressed support for a river trail but there is a greater need on OB Riley Road for a separated path or shoulder widening. Gabe lives near the existing user trail in that neighborhood and feels that it would be great to have an established trail that is cleaner and nicer than the existing makeshift trail which is often used by dirt bikers. A designated trailhead with parking might attract too many people. The surface could be wood chips or rolled granite, Shevlin Parks style - something that would be better than the existing ankle-deep sand. He understands that everyone wants things to stay the way they are now, but right now they're not clean and could be nicer. Transit Jeannie noted that many people she's talked to are not positive about a stop in Tumalo. Peter pointed out that the Bend MPO, city and county are under new pressure to provide transit under the new rules to reduce greenhouse gases. Karen reminded the Committee that the final decision is with CET. Our scope is to identify a potential location for CET. Andrea said that CET has been collecting customer comment forms for about 12 years and the need to stop in Tumalo has been brought up over the past decade. She will provide these comment to us. Gabe feels that the Country Store location might induce more negativity from the public and that it might possibly be better to wait until the sidewalks along Bruce Avenue can be constructed. Page 88 of 125 1 echnicat Memorandum I Tumalo Active Transportation Update/SCVAP Trails Outreach Theresa asked if we know timing for constructing sidewalks on Bruce. Peter's response is that most County sidewalks are development -driven. However, in order for the stop to be accessible, the sidewalk would only have to go to the nearest intersection, such as from 7th to the Bruce stop. Theresa suggested that examples of transit stops from Prineville and La Pine might be useful to illustrate the concept. Peter suggested that we also include a photo of the van that would be used so folks don't get the idea that it's going to be a large bus. Action 6tern Kittelson to check to make sure OSP is okay with the inclusion of the trail concept in the County Transportation Plan. Chris suggested Peter.Wanamaker at OSP as a potential contact. CET to provide Kittelson with customer comments from the past decade that are related to a stop in Tumalo. Chat/Corniment Log [Monday 4:36 PM] CONLEY Theresa L Do we know the timing for constructing sidewalks on Bruce? [Monday 4:40 PM] CONLEY Theresa L I agree and same with transit stops - what if we bring examples from Sisters, Prineville or La Pine on how the bus stops work and what the stops and stop usage looks like? Date: Wednesday, December 14, 2022 To: Project Management Team From: Karen Swirsky and Katie Popp, Kittelson & Assoc. Subject: TCP Advisory Committee Meeting #4 Minutes • Dave Thomson, County Bicycle & Pedestrian Advisory Committee (BPAC) d.a.thomson@icloud.com • Devin Hearing, Oregon Department of Transportation (ODOT) devin.hearing@dot.oregon.gov • Jeannine Fraley, Tumalo Resident jeanninefraley@gmail.com • Karen Swirsky, Kittelson & Associates kswirsky kittelson.com • Katie Popp, Kittelson & Associates kpoppPklttelson.com • Peter Russell, Deschutes County, peter. russell@deschutescounty.gov • Rachel Zakem, Cascades East Transit (CET) rzakem@coic.org • Steve Davidson, The Bite steven.davidson@fib.com • Tarik Rawlings, Deschutes County Planning tarik.rawlings@deschutes.org Page 90 of 125 ec hnicai Mesrnorandum,, I Tumalo Active Transportation Update/SCVAP Trails Outreach Notes: Update from County Staff (Peter Russell) • The next steps for the Tumalo Community Plan -Active Transportation will be to present the plan to the Planning Commission as part of the overall TCP update in January or February when the Sewer Feasibility Study is completed • The TCP recommendations will eventually be incorporated into the County Transportation System Plan (TSP) Update from Consultants (Kittelson) • Karen presented a summary of comments received via the online Men house held from October 5th- 24t", 2022 • Karen went through a brief overview of what is included in the Final Concept Plan. There have not been any significant changes from the Draft Concept Plan to the Final Concept Plan. • The last major step of the project is the Implementation Plan (Development Code updates) Questions/ Comments • Peter Russell: Would a formal trailhead for the Tumalo to Tumalo State Park be required if that trail is developed along Riverview Ave? • Karen Swirsky: That would be up to the County and State Park, but likely not. • Steve Davidson: Riverview Avenue and surrounding roadways are on the border of county maintenance, so those roads are very rustic. • Peter Russell: Yes, that's correct. These roads are local access roads, which means they're publicly maintained but the county does not spend money on them. Next Steps • Implementation Plan • Final concept plan to decision makers • Incorporation into the Tumalo Community Plan (TCP) update • Revisions to the Deschutes County Transportation Plan (TCP) Action �tems • None Page 91 of 125 E r € nic.4 lief-rno€Fzndurn I Tumalo Active Transportation Update/SCVAP Trails Outreach Chat/Comment Log • None Date: Wednesday, December 07, 2022 To: PMT and TCP Active Transportation Advisory Committee From: Karen Swirsky and Katie Popp, Kittelson & Associates Subject: Final Concept Plan Overview The Tumalo Community Plan (TCP) Active Transportation Update project focuses on planning efforts for the Active Transportation component of the 2040 Tumalo Community Plan (TCP). Over the past two decades, there have been significant changes in and around Tumalo that have galvanized the transition of the Tumalo core into an active community center. These changes have warranted an update to the Active Transportation element of the Tumalo Community Plan (TCP) to support the growth of a vibrant, livable community with increased transportation choices, including to bicycling, walking, and transit. The desired outcomes of this project include: 1. Reviewing state, regional, and local plans regarding active transportation 2. Identifying gaps in the Tumalo bicycle and sidewalk system 3. Reaching out to Tumalo residents and business owners regarding active transportation needs 4. Recommending improvements to infrastructure to support active modes of transportation within Tumalo, including potential transit access 5. Creating a list of needed active transportation projects in Tumalo 6. Providing materials and exhibits for amendments to the Tumalo Community Plan and County Transportation System to implement the suggested recommendations for active transportation (provided as separate memorandum to the County) This Final Concept Plan addresses the outcomes of parts 1-5 of this project, which were accomplished with multiple virtual and in -person Tumalo public engagement events and discussions with the Tumalo Active Transportation Advisory Committee and Project Management Team. These outcomes are organized into three themes for active transportation that emerged throughout the public engagement process: 1. Safety and Speed Improvements 2. Pedestrian Connectivity 3. Transit Page 93 of 125 ,.._F,.,.,.F_J fth , hm I Tiimaln Active Transportation, Final Concept Public Outreach This section discusses public input from multiple public engagement events, including: 1. Tumalo Active Transportation Walking Tour (Wednesday, June 8th, 2022) 2. Interactive StoryMap (June 8th —July 1311, 2022) 3. Virtual open house (October 5th- 241" 2022) The Tumalo Community Plan Open House, walking tour, and interactive StoryMap supported the development of the Initial Concept Plan. The Initial Concept Plan was then presented in the virtual open house, which gave the public the opportunity to comment on the initial plan and provide any additional feedback to be included in the development of this Final Concept Plan. In addition to the three public events that were specifically created to receive public input on the Tumalo Active Transportation Plan update, Deschutes County held an Open House for the entire Tumalo Community Plan Update on Wednesday, May 11th, 2022. The Open House included a table introducing the Active Transportation plan update. Public Event #11: Turnalo Active Transportation Walking Tour On Wednesday, June 81h from 2-4pm, Kittelson hosted a Tumalo Active Transportation Walking Tour for community members and project stakeholders to share their input on walking, biking, and transit infrastructure in the community. The tour had at least 10-15 participants at a time, with some people joining the tour later and others dropping off before it was complete. The tour started at the fire station and traveled west on 41h Street, then north to the Fit trail Park and Tumalo Community School, east on 2n1 Street to Cline Falls Highway and Tumalo Road intersection, then south on Cook Avenue to end at The Bite. Due to time constraints, the tour did not walk along Bruce Avenue, but sidewalks and a CET stop on Bruce were discussed and input is summarized in this memorandum. A map of the walking tour is shown in Figure 1. While passing by the Tumalo Community School, the tour group observed the afternoon pick-up process. A teacher at the school emphasized that the current process, which has vehicle pick-up at the front of the school and bus pick-up behind the school field on 4th Street, is the most pick-up/ drop-off strategy for student safety and general efficiency. Page 94 of 125 r c^c i,nicai Iliernorandurn I Tumalo Active Transportation, Final Concept Figure 1: Tumalo Active Transportation Walking Tour Map. The online StoryMap was open for comments from June 8`h to July 13`h, 2022. The interactive StoryMap allowed users to provide comments related to active transportation in Tumalo by clicking a location on a map within the Tumalo boundary. Users could also reply to and "Like" other comments in support. Overall, 22 comments and replies were collected. The responses are provided in Appendix A. The Tumalo Community Plan (TCP) Active Transportation Update virtual open house was open from October 5-24, 2022. Visitors were introduced to the three leading topics included in the Initial Draft Concept, including (1) Safety and Speed Improvements; (2) Pedestrian Connectivity; and (3) Transit in Tumalo. The open house received 23 total comments provided in Appendix B. Page 95 of 125 Te€ hnica6 It/ ennorandum I Tumalo Active Transportation, Final Concept Cline Falls Hwy// Tur ab Road Intersection Over the past decade, Tumalo has seen significant growth in its core business area along Cook Avenue. In conjunction with its role as the community's core business area, Cook Avenue north of 4tn Street provides a connection to the rural area outside of the Tumalo core via Cline Falls Highway, a rural two-lane roadway with a posted speed of 45mph north of Tumalo Road. Based on input from public events and the online StoryMap tool, many residents are concerned about high vehicle speeds traveling southbound on Cline Falls Highway and eastbound on Tumalo Road. On Tumalo Road, the 45 mph posted speed limit sign is located before a curve that limits sight distance for all modes of transportation as vehicles are increasing their speed heading eastbound. The Cline Falls Highway and Tumalo Road intersection is especially challenging for pedestrians and cyclists because of high speeds and lack of dedicated infrastructure to separate active modes of transportation from vehicular travel. Additionally, a popular river takeout located on the northeast corner of the intersection prompts pedestrian crossings through the intersection to access the Tumalo core area from the takeout. Improved active transportation infrastructure at the intersection would provide a vital connection to neighborhoods east of the river and the Tumalo Community School. Residents suggest (1) implementing variable speed warning signs and/or (2) relocating existing posted speed limit signs so that vehicles are not prompted to increase their speeds from 25 mph to 45 mph so close to the intersection, as they do today. Based on discussions with the County, relocating existing posted speed limit signs is not a feasible option due to Speed Zone Orders adopted by the Oregon Department of Transportation (ODOT). However, due to the challenges of the intersection as a transition from a business area to more rural land use patterns, a more significant treatment at the intersection is warranted to enhance the safety of pedestrians and cyclists as well. Several intersection alternatives for the Cline Falls Highway and Tumalo Road intersection were considered, including a traffic signal, all -way stop, turn lanes, and a roundabout. Based on discussions with the public, project management team, and Active Transportation Advisory Committee, a roundabout is the preferred alternative due to the safety benefits for both motorized and non -motorized transportation users. In further support of the roundabout alternative, a preliminary analysis of projected safety benefits of each potential intersection alternative was conducted using ODOT's Crash Reduction Factors (CRFs) from the All Roads Transportation Safety Program'. The CRF estimates the projected percent decrease in crashes that would result from converting the existing intersection (side street stop control intersection in a rural area) to a given alternative. For example, a CRF of 82% for a roundabout alternative indicates that converting an intersection that has stop control on the side.street (such as the Cline Falls Highway/ Tumalo Road intersection) to a roundabout is expected to reduce the number of crashes at the intersection by 82%. CRFs are often used to ' Oregon Department of Transportation (ODOT) (2020). HSIPCoontermeasures and Clash Reduction Factors. <https://www.oregon.gov/odot/Engineering/ARTS/CRF-Appendix.pdf>. Page 96 of 125 E ec[inical Menriorarid um I Tumalo Active Transportation, Final Concept quantify safety benefits of an intersection improvement alternative. A summary of CRFs for each of the initial alternatives considered is shown in Table 1. Tahlp 1 r'rach Reduction Factors (CRFs) of Intersection Alternatives Alternative Crash Reduction Factor All Way Stop Control 48% for all crashes, all severities Traffic Signal 77% for angle crashes, -58% for rear end crashes' Turn Lanes 37pz for all crashes, all severities Roundabout 82% for all crashes, all severities ' A traffic signal would reduce the number of angle crashes by i i ro oui increase the i mmuei ui ieai-c1 iu L1 am lc� uy . — 2Combined CRF of installing a right turn lane on a single major road approach and a left turn lane on a single major road approach (Cline Falls Hwy). The CRF was calculated using guidance from FHWA and the CMF Clearinghouse. Kittelson & Associates, Inc. is working with Deschutes County to develop a preliminary roundabout concept at Cline Falls Hwy and Tumalo Road. In the short term, variable speed warning signs or a raised intersection at Cook Avenue and 4ch Street may be appropriate interim traffic calming treatments that could be implemented before a more significant treatment is developed. The Cline Falls Highway and Tumalo Road intersection serves as the northern entry point to the Tumalo business area, which has become a popular spot for locals and visitors to shop and eat over the past few years. In addition to speed control and safety measures at the intersection, a more significant entry statement could signify to vehicles entering from the surrounding rural area that the environment is shifting to a downtown/business area, thus prompting lower speeds. Examples of significant entry statements for nearby communities include roundabout art at Prineville/Tom McCall Road and an archway in Redmond, shown in Figure 2. A similar treatment for Tumalo is suggested as a possible treatment to signify the change in environment for all modes of transportation and provide an opportunity for a public art display that embodies the unique character of the Tumalo community. Page 97 of 125 I-echnical Mernorandurn I Tumalo Active Transportation, Final Concept Figure 2. Examples of entry statements signifying a change of setting. Shotulder Widening The project team received several comments in support of widening the shoulders along Cline Falls Highway and Tumalo Road to enhance safety for bicyclists. Both roadways are popular routes for bicyclists and Tumalo Road is included as a segment in the most current map of the Twin Bridges Scenic Bikeway. Widening the shoulders could reduce vehicle -bicycle conflict on these roadways, which are both rural two-lane highways with vehicles traveling at higher speeds. Page 98 of 125 Vmi -;�€ I emorandurn I Tumalo Active Transportation, Final Concept Safety and Speed Improvement Recotnn mend ati on s The Safety andSpeedImprovements concept is comprised of the following recommendations shown in Figure 3: • Intersection improvement at Cline Falls Highway and Tumalo Road (roundabout concept) • Implement a raised intersection at Cook Avenue and 4' Street as an interim treatment before a more significant improvement is developed • Implement variable speed warning signs on Cline Falls Highway and Tumalo Road • Enhanced Entry statement at Cline Falls Hwy/ Tumalo Road as a suggestion to signify a change of setting • Widen shoulders on Tumalo Road from the Deschutes River bridge to Swalley Road (approx.1 mile) • Widen shoulders on Cline Falls Highway from Tumalo Road to Highland Drive Widen shoulders on Tumalo Rd to Swalley Rd Widen shoulders on Cline Falls Hwy to Highland Dr Dynamic speed signs on Cline Falls Hwy and Tumalo Rd Cline Falls/ Tumalo roundabout Enhanced entry statement i Raised intersection at Cook Ave and 4th Street as an interim measure Initial Concept Plan Shoulder V iden Figure 3. Safety and Speed Improvement Concept #2: Pedestrian Connectivity I Page 99 of 125 fe chniuA Memorandurn I Tumalo Active Transportation, Final Concept Existing pedestrian infrastructure in Tumalo is primarily located on Cook Avenue from 7th Street to 4th Street with some east -west extensions off Cook Avenue on 4th Street towards the school and on 7th Street along The Bite property. Currently, pedestrian infrastructure consists mainly of curbed sidewalks. The planned ODOT US 20/411 Street bike/ped underpass offers an opportunity to develop a more complete pedestrian network that targets better access to the Tumalo Community School and accommodates continued growth of businesses in downtown Tumalo that are starting to expand outside of Cook Avenue. The following gaps are identified as priorities for the improvement of the pedestrian infrastructure in Tumalo. Bruce Avenue Bruce Avenue is a north -south roadway that parallels Cook Avenue to the west. Several businesses, Tumalo Community Church, and the west boundary of parking lots for The Bite, Tumalo Country Store, and a commercial area at 5th Street/Cook are located along Bruce Avenue between 7th Street and 40 Street. As business continues to grow in the Tumalo core area and abutting properties are zoned commercial, Bruce Avenue will likely transition to a more developed business corridor like Cook Avenue. Consequently, incorporating Bruce Avenue into the pedestrian infrastructure network will accommodate growing foot traffic throughout the core area. Bruce Avenue connects to the back side of Tumalo Community School at 4th Street and would provide an additional connection to the planned 411 Street underpass. Bruce Avenue is also a viable candidate for a CET stop in Tumalo, as described in the Transitsection. 01 Street to Htness'Tra A connection between the planned US 20/41h Street underpass and the Fit Trail Park on the west side of the school is a feasible addition to the active transportation network in Tumalo (Figure 4). The connection would require paving approximately 200 feet of a dirt path that already connects the Fit Trail Park to 4th Street, which is a welcomed connection for residents that frequent the Fit Trail. Page 100 of 125 technical Memorandum I Tumalo Active Transportation, Final Concept Figure 4: Fit Trail Park connection to planned 41h Street underpass VIVhCaIrton Avenue Based on input from public events and the online StoryMap, Wharton Avenue is identified as a roadway in need of sidewalks to accommodate future development in Tumalo. Wharton Avenue is a north -south roadway that parallels Cook Avenue to the east. Today, Wharton Avenue is primarily residential. However, Heritage Brand is constructing a 10,000-square-foot facility on the corner of 7th Street and Wharton Avenue that could bring more foot traffic to Wharton Avenue. Additionally, a river access point is located on Wharton Avenue where it transitions to 4th Street. Like Bruce Avenue, Wharton Avenue will likely see additional development as properties on the west side are zoned commercial and an increased need for pedestrian infrastructure as Tumalo's main business area continues to grow and expand past Cook Avenue. Tumalo Waking Loop There is support from local residents for a formalized 1-2 mile walking loop through Tumalo that would promote physical fitness for residents of all ages. With the construction of the planned 4" Street underpass and US20/Cook roundabout, there are opportunities to incorporate the new infrastructure into a walking loop identified by wayfinding signage. The walking loops would be established using existing infrastructure in addition to new infrastructure that will be developed with the 4th Street Underpass and US20/ Cook Avenue roundabout. Residents also identified the frequent use of makeshift dirt trails to access Tumalo State Park at the southern end of the Tumalo unincorporated community boundary. Based on discussions within the Page 101 of 125 Technical M€:rttoI•andt.am I Tumalo Active Transportation, Final Concept Advisory Committee, some suggested walking loop routes are identified in Figure 5. Ultimately, any formalized walking route loops will be decided by the community. n Walking Loop Wayfinding 4th Street Unaerpass - Cook&ve Segment - Fit Trail Connection - Tumalo State Parh Correction 0 U 9 0.2 Miles ....__ Figure 5: Walking loop routes A formalized trail connection to Tumalo State Park from the Tumalo core area has been a recurring topic of discussion in the community over the past two decades. A few years ago, the County received a grant from the state to further explore the possible connection. However, the idea was shut down by the State Historic Preservation Office (SHPO) due to the presence of artifacts. The forthcoming update to the Tumalo Community Plan has revived discussions about the potential trail connection. The proposed trail connection would likely utilize existing makeshift trails along Riverview Avenue in southwest Tumalo that connect to State Park via an undercrossing at US20. Based on input through several public outreach events, support for the proposed trail is divided amongst community members. Those against the proposed trail expressed concerns about a trailhead located in the residential area along Riverview Avenue. Trails that pass through County -administered land or private property in unincorporated areas must go through County land use review and approval processes. Trails that pass through Tumalo State Park will need to be approved by 9 Page 102 of 125 I ec hn€cal Memorandum r Tumalo Active Transportation, Final Concept Oregon State Parks. Trails that pass through or along ODOT rights -of -way will need to be approved by the ODOT. Based on the recommendation of the Advisory Committee, a Tumalo to Tumalo State Park Trail connection is included in this Final Concept Plan. However, due to the mixed support from the community, future planning efforts including additional community engagement would be necessary prior to identifying a final alignment and initiating local, state, or federal approvals. Pedestrian Connectivity Recommendations The Safety and Speed Improvements concept is comprised of the following recommendations shown in Figure 6: • Sidewalk on both sides of Bruce Avenue. For project prioritization purposes, sidewalk should be prioritized on the east side if funds are limited. • Walkway/ multi -use path on west side of Wharton Avenue. • Continuation of pedestrian facilities north of 4' Street to 2"d Street on both sides (to tie into selected improvement at Cline Falls Hwy/ Tumalo Road). • Wayfinding for a walking loop in Tumalo. • Consider opportunities to develop a trail from Tumalo to Tumalo State Park (though much of the trail would be outside of the Tumalo unincorporated community boundaries) €0 Technical NAernorandurn I Turnalo Active Transportation, Final Concept Sidewalk on Bruce Avenue I rim Sidewalk on Wharton Avenue Continuation of sidewalk on Cook Avenue from 4th A' Street to 211d Street Connection to Turnalo State Park Page 103 of 125 Initial Concept Flan SloewalK Trail Deschutes County TSP Proposed ........... J o.1 0,2 Miles Figure 6. Pedestrian Connectivity Concepts m Page 104 of 125 I echnical Mc.mor andUrn I Tumalo Active Transportation, Final Concept CET has identified a stop in Tumalo as a new addition to Route 29 as part of the 2040 Master Plan. At the public event, several residents expressed concerns about locating a stop near the school. With those concerns in mind, the following locations are under initial consideration. Ultimately, the location will be decided by CET. The CET vehicle for this new connection in Tumalo would be a Ford Transit van, which has a maximum capacity of 8 people. Additionally, the CET stop must be ADA accessible and connect to a sidewalk network. Bruce Avenue Stop The east side of Bruce Avenue between 7th Street and the Tumalo Community Church has been identified as a viable location for a CET stop due to its proximity to downtown Tumalo. This stop would be located behind the parking lot for The Bite which is a primarily commercial area of town. A stop on Bruce Avenue would necessitate the construction of sidewalks on the east side of the street before the development of the stop. The Tumalo Country Store is identified as a potential interim location for a CET stop before pedestrian facilities on Bruce Avenue are improved. CET has partnered with Country Stores in the past and is in favor of locating a stop where drivers can access a restroom and food. Transit Recommendations Both the Bruce Avenue and 5th Street stops are viable options for a CET stop in Tumalo, as shown in Figure 7. Ultimately, the location of the stop will be decided by CET. IR Page 105 of 125 I e(Jwical Memorandum I Tumalo Active Transportation, Final Concept Figure 7. Transit stop recommended locations 13 StoryMap Comments Summary A summary of the StoryMap comments is shown in Table 2. Table 2. StoryMap comments summary. # I comment Likes 1 Add sidewalk to Bruce Avenue between 4ch and ultimately 7th 1 2 Is it possible to improve ped facilities on the Tumalo Bridge to get across the Deschutes River? Add a ped 2 walkway to the outside of the existing structure on either both sides or one side? 3 As traffic increases on Cook, should Wharton receive more bike/ped amenities as a parallel alternate route to 1 Cook? Reply: There absolutely needs to be additional alternatives to get through town. Traffic on Cook has increased tremendously and bikes aren't safe on the road. (3 likes) 4 Where practical, widen shoulders on Tumalo Road between Putnam/Tumalo Road and Cline Fails Hwy/Tumalo 1 Road intersections Reply. Immediately after the bridge on Tumalo road there are about 3 main neighborhoods where people use Tumalo road to walk towards town. There isn't a great shoulder for pedestrians or bikes so the walk is pretty dangerous. Would be great to have wider shoulders and more accessible walking conditions (i.e. flatter). (I like) 5 Any safety improvements to this busy intersection would be great. RAB is the best option in my opinion. 3 Reply: need electronic speed control..by the time they reach this intersection they are speeding up Cline falls road or Tumalo road, I believe this road is not designed for this much traffic... We need a bi-pass away from 3 downtown Tumalo 6 If Bruce Rd is to house a future transit stop, it will be critical to ensure that the stop is connected to the sidewalk 1 network. It may be a good idea to include sidewalk improvements to Bruce in your plan. 7 This stretch of Cline Falls is very close to the river and it would be good to see active measures taken to prevent 2 road pollution from entering the waterway. Aside from exhaust, oil, grease, and trash, tire fragments have been shown to make their way to the water in high concentrations. Ideally the road could be moved away from the river. Reply. The noise pollution on this road as people speed up the hill is also out of control. Would be ideal to have stronger speed enforcement around this corner. It's also very dangerous for the wildlife crossing here - which 2 happens very often - because people are just flooring it as soon as they get out of town. 8 The speed limit jumps from 25 to 40 here when heading east. Cars are approaching the bridge from the west at 2 40 mph. There are often pedestrians on the bridge, or on the northwest side of the river with little protection. There is a house east of the sign that is only 30 feet from the road and on the curve. There are several other houses that are not setback too far from the road further to the east. I think it would be good to move the 40mph speed limit further east. Page 107 of 125 ec.hnical Mc �morandurn I Tumalo Active Transportation, Final Concept Reply. I agree with this. 1 13 Great idea to have a bus stop in Tumalo for Route 29. Please consider a small covered and safe bus stop station 1 either at 4th St near the pedestrian underpass and/or at the Cline Falls/Hwy20 round about. Reply. The risks associated with homeless people getting access to our town far outweigh the benefits for the couple of people in Tumalo who would make use of public transport. It is essential that the consultant run a cost 1 versus benefit analysis on any such investments. 14 Large commercial building (Heritage Brand) is nearing completion on corner of 7th and Wharton. It appears 1 there will be several driveway entries for this business. As a result, traffic will increase on 7th Street, on Wharton Ave., and on Cook Avenue. Please consider sidewalk needs on 7th and on Wharton. 15 1 see only one proposed pedestrian path (providing sidewalks) that will cross Cook Ave. And that is the one 1 marked at 8th Street. 8th Street is only a few car lengths off of Hwy. 20; and with the Hwy 20 round -about, I question crossing safety. Especially for children who walk or ride bikes to school. Cook Ave. (at any intersection) can be difficult to cross for pedestrians and bikers. 17 Please complete continuous sidewalk son Cook Ave. from Tumalo Road to the OB Riley Rd/HWY 20 round about. 0 18 Please add bike lanes to Tumalo Road between Cline Falls and the community boundary. 0 19 Public trail access along the Deschutes, connecting to the street ends (Pine, Fir, etc.) would enhance the rural 0 village feel of Tumalo. Please add trail access to the west side of the river within the community boundary. 21 County nor consultant seem to understand that most of the 'bicycling' actually consists of amateur cyclists using 0 the farm roads outside of Tumalo unincorporated. It's not people on eBikes getting their lunch at a food cart. The real issue to be addressed is coexistence between cyclist and farm equipment on rural roads 22 Highly congested with parked vehicles from river rafters. Congestion causes blind spots (ie: difficult crossing 0 and pull-out) for vehicles, bicycles, and cars. �� llm _ . A , ,,m..,,r Active Transportation Update virtual open house was open from including Ober The Tumalo Community Plan (TCP) ncep 5 24, 2022. Visitors were introduced to the three leading topicsincluded ansrt n dTumalo. The topen house Safety and Speed Improvements; (2) Pedestrian Connectivity; received 23 total comments shown in Table 3. Table 3. Virtual Open House Comments No. Response Comments undabout at tumalo road is not needed, a 3 way stop would be more than I don' t like this A roa ers money much better. A raised intersection adequate, and utilize the tax pay isn't necessary either the stop at tumalo road hind tke the front lawn of twre of this as o Your o through roundabout hen would this? Prcause letty trafficto no one asked them. homes, are they I would like to seethe speed limit reduced to 2! nroadf The rPH f 2 1 like this mis housing dense y mile past the river while heading east on Tua and activity for almost a quarter of a mile there. li"would l e dY in placte. Currently was some law enforcement to support the speed 40 MPH r the ne 3 I don't like this I dont agree that a roundabout is the best already obsolet by the time they are intersection. Most roundbouts in Bend are alrea y built and put into use. Also, they are expensive and will encroach on residential other s of properties. A roundabout should be a LAST resort Hall 3 way stopnor t affic controlling traffic there have been exhausted. How about a light? Other options deserve to be explored! hway would ine falls 4 1 like this I five off Swaney so having a roundaboutat both directions land the bagk up wait is be a great benefit as cars come fast from getting worse. With all the bicyclists would be nice to have shoulders on Swalley as well. Slowing cars down on Cook through downtown with better crosswalks is an excellent idea. With Knife River and other similar rock companies in area the amount of rocks thrown from these trucks onto many of the roads s A aaldo is unbelievable. The new roundabouts are only going to make this w patch of lose motorcyclist I have almost gone down threes from hitting a Page log of 125 Tec aH,al Mevnovandu � � Tumalo Active Transportation, Final Concept gravel. Please do something about better street cleaning and start charging these gra calls about companies a surcharge for this or have them coverer their loads. My this issue fall on deaf ears. I like the idea of the raised intersection; the ones I've encountered seem effective, and it's a minimal modification. I feel like that's been tried with the granite I'm skeptical of an enhanced entry - people have run Tumalo sign at the Cook/Tumalo Ave. he Prineville or Redmond so many right into it! I'd rather not see a gran entry like tchanges coming examples - that seems too grand for Tumalo. There are - it'd be nice to retain Tumalo's humble character. feel ore comfortable I used to be an avid cyclist in Portland, and to this day n umao. Traffic simply riding in traffic there than I do on the scenic hlkeway further than as wide shoulder is moves too fast all along Cline Falls Hwy, to slow speeds or cure the proposed. I don't think the shoulder will do anything road. Having a few extra aggressive drivers who seem to not want toashare the rkedly change my feet of space would not make me feel and find this really unfortunate. reluctance to ride. 1 live on the bikeway — e deer have migrated I have lived in Tumalo on 7th Street for 36 years. Mul through the proposed new roundabout area forever. I think a couple deer crossing signs are needed in this area if no signs are in the area yet when the new roundabout goes in this December. 5 I like this Regards, Jim Mooers [Submitted via email — not part of open house comments) Pedestrian Connectivity Concept Map ' gather really one way or another from the residents I spoke with I like this it's ok, I didn t g 6 on this. It was mixed comments. 7 I don't like this I agree sidewalks need to be improved in town. ou the But the trail connection to the State park is asinine! e t a d the school? considered including: effects of this "walkway" to the residents on 4th school? in light pollution, invitation to homeless to sleep in the tunnel, and a general hom es increase in foot traffic in front of all those fo's Adjacentdto the Antique store the school? Seems like the trail could be moved close to the river just South of Cook Ave. I like this Isn't there a p edestrian path planed for under hwy 20? If not, that was an $ excellent idea. Page 110 of 125 111_ E- P ; - nr,s,nk-hfrn I Tiimaln Active Transportation, Final Concept 9 1 don't like this I oppose the pedestrian trail running the length of Riverview Avenue -- which in the map is the north -south (vertical) dotted line between Fir and Birch Lanes. Riverview Avenue is a private, unimproved road that homeowners and nearby property owners already have to deal with wear -and -tear issues such as dust and pothole problems. Again, Riverview is NOT a public road -- how can a trail be established on private property? 10 I like this Support this! 11 - Regarding a trail connection to Tumalo State Park, several years ago a similar plan was overwhelmingly rejected by the neighborhoods on streets connected to Riverview Drive. That plan included a trailhead West of the river and north of the Hwy 20 bridge. I personally canvassed the neighborhood collecting signatures against. These were provided to Anthony Raguine and, consequently, the plan was abandoned. Re -writing the trail connection effort will still bring folks driving to the pathway and parking in our neighborhood. Be SURE to include road improvements, parking, security and sanitary considerations with any trail connection thoughts, and then still plan for an overwhelming push -back from the neighborhood. 12 - The trail connection should be a real trail. Not too sure about the sidewalk on Wharton Avenue..... At least enough room to walk on. Another issue I have that I want this to get to the right people....... Tumalo is a small community and we need to route all the very large trucks..(.like knife river trucks) bypass this town. They all need to be on the big hwys not driving down our small town pass small houses. I come from the Portland area and I have not seen anything like it..... Thx Larry 13 I like this Connectivity to Tumalo State Park will be nice. 14 1 like this Looks great. Downtown Tumalo needs a park as this community is underserved for parks in Bend. Having these pedestrian trails connect to a park in downtown would be ideal. 15 1 like this I am all for accessibility and sidewalks. I would love to see sidewalks continued up Cline Falls so that folks who live less than a mile from Tumalo didn't have to drive to the Bite! I am concerned that a walkway on Wharton, past a popular river access point at 4th and Wharton, and then again by the Hwy 20 bridge might bring undesireable impacts on the riverbank and the river itself. The informal parking area at Cook Ave. and Tumalo Ave. is overused, dangerous for drivers and pedestrians, and is a disaster for the riverbank and the riparian area alongside. Is there any work being done to mitigate the impacts of creating access to a part of the river that will see an increase of traffic? Technical hnical i ernorandum I Tumalo Active Transportation, Final Concept Page 111 of 125 I would also love to be able to walk to Tumalo State Park from its namesake town, but my above concerns apply here, as well. Transit Concept 16 1 don't like this From the people who I have talked to about this, only 3 out of 79 thought this was a good idea. That is only 3.7%. This shows me that a transit stop is not necessary for Tumalo. This would cause a much larger carbon footprint than we currently have. 17 1 don't like this I STRONGLY oppose a transit stop in Tumalo. And I am not sure why Tumalo would need one -- it is not really a "destination" for shopping or services. You are inviting trouble into this tiny rural hamlet. Mass transit will bring homeless, drugs, and crime. My experiences in Bend with Hawthorne station have been horrific! I was assaulted by a homeless man while walking my young children to Juniper, and refuse to shop in that area due to it being unsafe, presence of drug paraphernalia, theft, violence, and loitering of unsavory characters. This is NOT wanted or needed in Tumalo! 18 1 don't like this I don't see the need for this. 19 1 like this I think it's important to have transit in Tumalo, either location seems fine - Country Store and gas station is currently super congested as it is, so maybe Bruce? 20 1 don't like this No transit bus stops in Tumalo. I do not believe these are necessary and will only invite homeless people to Tumalo. 21 1 like this Either location. Needs to include parking. 22 1 like this I'm happy to have transit at all! Seems like the Bruce Ave. option might be better in terms of not disrupting the flow of traffic within Tumalo - there's less traffic on Bruce Ave, while the 5th St/Cook Ave intersection sees quite a bit of turning traffic, both for the gas station and due to 5th ave being the safer street from which to make a left turn onto Hwy 20. 1 know the left turn issue will be resolved by a roundabout, but it seems like the gas station traffic might be snarled by having a close bus stop. 23 1 don't like this Tumalo doesn't really have a draw for Transit. Those that live here have cars to go to town for groceries and socialization. A bus transit stop would bring transient persons into town. We are so small we don't have the infrastructure to care for those individuals. We also don't need transients hanging around town with our children at the school so close. Nor do we need to foster any ideas of a houseless camp in Tumalo on any private or public land. TCP Active Transportation Update/ SCVAP 'Trails OutreachUpdate - Adoption Date: Tuesday, January 31, 2023 To: Peter Russell, Nicole Mardell, and Tarik Rawlins, Deschutes County Devin Hearing, ODOT From: Karen Swirsky and Katie Popp, Kittelson and Associates, Inc. Brandon Crawford and Matt Hastie, MIG I APG Subject: TCP Active Transportation Update and SCVAP Trails Expansion Outreach -Implementation Measures (Deschutes County Code) This memo provides proposed amendments to the Deschutes County Code (DCC) to support implementation of the Tumalo Community Plan (TCP) Active Transportation Update and the Sisters Country Vision Action Plan (SCVAP) Trails Expansion project. The proposed amendments are a result of a thorough review of Oregon county and state codes, design standards, and active transportation guidance that aligns with the context ofTumalo and Sisters Country. The reviewed documents include: • Oregon Bicycle and Pedestrian Design Guide (2011) • AASHTO Guide for Development of Bicycle Facilities, 411 Edition (2012) • Hood River County Bicycle Plan (2010) • Clackamas County Active Transportation Plan (2015) • Lane County Bicycle Master Plan (2022) • Washington County Road Design and Construction Standards (2011) • Washington County Bicycle Facility Design Toolkit (2012) Proposed Arnendments to 'the DeschUtes County Code (DCQ The County may consider amendments to the Minimum Road Design Standards (DCC 17.48 Table A) and the Minimum Bikeway Design Standards (DCC 17.48 Table) to support implementation of the TCP Active Transportation Update and Sisters Country Vision Action Plan (SCVAP) Trails Expansion project. The proposed amendments as a result of the outcomes of both projects are discussed in this section. Page 114 of 125 Technical Memorandum I Sisters Country Trails Expansion Concept Plan Tumalo Community Plan (TCP) Active Transportation Update The proposed amendments associated with the outcomes of the TCP Active Transportation Update support the ongoing effort to develop a safe, livable, and connected active transportation network in the growing Tumalo unincorporated community. Based on outcomes from the project and a review of state and county design guidance, amendments to both Table A (Minimum Road Design Standards) and Table B (Minimum Bikeway Design Standards) are proposed. Proposed deletions are shown in strikeeut and additions are shown in underline. Proposed amendments for the Tumalo section of DCC 17.48 Table A: Update the Tumalo Incorporated Community section of DCC 17.48 Table A to include guidance specific to arterials. Based on the Deschutes County "Roads Under Deschutes County Jurisdiction" document updated in September 2022, both Cook Avenue from Cline Falls Highway to US20 and Cline Falls Highway from the northern Tumalo — UGB boundary to Tumalo Road are designated urban arterials. Update the minimum paved with of Path/ Trail to 10 feet for paved paths. Add language that defines the minimum separation from roadways for both trails and paths as 2 feet. Remove language about an 8' minimum paved path from footnote (23), shown with the str+keeH text below. a. (23) and veFtiEal-alignfflent te assure geed sight dis+LaREes. 10 ft is the standard width for a two- way multi -use path but they should be 12 ft wide in areas with high mixed -use. Optimum use should be based on the relative use by cyclists and pedestrians. High use by skaters may also require greater width. The proposed DCC 17.48 Table B (Minimum Bikeway Standards) amendments support the implementation of both the TCP Active Transportation Plan Update and the SCVAP Trails Expansion Outreach project and are shown in 17.48 Table (after the "SCVAP Trails Expansion Outreach" section). The County should consider updates to the County Bikeway Design Standards (DCC 17.48 Table B Minimum Bikeway Design Standards) to support implementation of proposed trails in Sisters Country and the rest of the County. Given the relatively large portion of Forest Service land in the region, the County should consider adopting trail/bikeway design standards and guidelines that are consistent with US Forest Service Standard Trail Plans and Specifications to help ensure consistent trail designs and dimensions.' 18.48.140 Bikeways E. Mountain Bike Trails. 1. Mountain bike (dirt or other unpaved surface) trails may be used as recreational or interim transportation facilities. htt s: mm.fsusda Gov/managing-land�irails/trail man.aaement-tools/traiiplam Page 115 of 125 T echnic at Mernorandurn I Sisters Country Trails Expansion Concept Plan 2. Trails used for transportation shall have a two -foot minimum tread width and a six-foot minimum clearing width centered over the trail, and a minimum overhead clearance of seven feet. wed 3. Trail design specifications are encouraged to follow USDA Forest Service Standard Trail Plans and Specifications to ensure a consistent and coherent bike trail network between County and Forest Service lands throughout Deschutes County. {} \� \ 2 f .I m JJ.' - } - \ (§ ƒ— [\/${ -- Oi e %4 � f }}(}§\£ \1 ®® / \k }\�\\\ \\ (o3 [ 0- « - }} \(\ / \\ T Q ƒ : Date: Tuesday, January 31, 2023 To: Peter Russell, Nicole Mardell, and Tarik Rawlins, Deschutes County Devin Hearing, ODOT From: Karen Swirsky and Katie Popp, Kittelson and Associates Brandon Crawford and Matt Hastie, MIG I APG Subject: TCP Active Transportation Update and SCVAP Trails Expansion Outreach -Implementation Measures (Deschutes County TSP) This memo provides recommendations for implementing the Sisters Country Vision Action Plan (SCVAP) Trails Expansion Concept Plan and the Tumalo Community Plan (TCP) Active Transportation Final Concept into the Deschutes County Transportation Systems Plan (TSP). The County is currently updating its TSP, and updated goals, policies, and projects should consider the proposed trails and recommendations from both the SCVAP and TCP Active Transportation Concept Plans. SCVAP TraHs Expans ion Outreach In early 2022, Deschutes County received a Transportation and Growth Management Grant to implement Action 4.1 of the Sisters Country Vision Action Plan'. The strategy reads: Livable Sisters Strategy 4 Action 4.1 (Trails Expansion Outreach) "Conduct community outreach to gain input for trail connections between Sisters and Sisters Country." Community engagement and outreach was conducted via an online open house and survey that was designed to gather input on Sisters Country trail needs and to solicit feedback on conceptually proposed Sisters Country Vision Action Plan: h tpwww.ci sisters.or.uslsites/default/files/fileattachments communitv_.develgpment a e '12727 scv-final_ action_plan-updated_une_20_1.9�df Page 118 of 125 l echnical Memorandum I Tumalo Community Plan — Tumalo Active Transportation Update trails. The open house and survey collected 83 comments. A stakeholder advisory committee was also formed to help inform and guide trail proposal recommendations over 3 meetings. Stakeholder advisory committee and community involvement helped inform the Sisters Country Trails Expansion Concept Plan. Proposed trails will be identified in the TSP in the form of a Sisters subarea trails map showing potential alignments (Figure V). In addition to the proposed trails, the County may consider adopting policies based on the outcomes of this project. This could be done by incorporating those findings directly into a section of the TSP devoted to this topic or the Concept Plan could be cited in the TSP as a supporting document and potentially included as an appendix or exhibit to the TSP. Specific policy recommendations for incorporation in the TSP include the following: • Consider input from regional non -motorized trails advocacy organizations, such as the STA, COTA, and OET regarding new trails, trail connections, and trail improvements. • Provide trails that are safe and accessible for bicyclists, pedestrians, and equestrian users. • Support trail connections to the County's regional services and amenities. • Support a trail system that includes trails that are accessible to all users and abilities. • Coordinate with neighboring counties and other jurisdictions on inter -county or inter -jurisdictional trails. 2 The advisory committee included representatives from the following entities: BOCC, US Forest Services, City of Sisters, ODOT, Deschutes County, BPAC, Equestrian Board, Sisters Trails Alliance, COT A, and Sisters District, among other ComIII nity representatives. 3 Note this map is only for reference. The adopted regional trails map for the TSP will be in a different format. Page 119 of 125 1 echnical Memorandum I Tumalo Community Plan — Tumalo Active Transportation Update Figure 1: Sisters Trails System a4 t. Onn Couf Lane Cou Countv 'Manon COU'lity;—, A Coulity Jefferson cowlity r — — — UnIn Cotinly f w t Bond C roo k Couni-v Lane Coonly Deschutes r Colj!'Ay — — — — — — — — — — — — — — Kl@)Math Dooglas Lake County Sisters Country Trail System o 2.5 5 10 Miles N Existing Trails Nkonal W.1duness State scenic Bikeway 5114 Proposed Equestrian T.111- N.b.-I Sorest PrOpDsed Bike/Hike TMIS Tt-atlhed .9�stm Co -try Crossing Points/Potential Crossings I County 9-ndan- State Lard Page 120 of 125 Technical Memorandum I Tumalo Community Plan — Tumalo Active Transportation Update Tumalo Commuriity Plan (TCP) Active Transportation Update Over the past decade, the Tumalo unincorporated community has seen significant growth in its core area, including several new businesses, restaurants, and other amenities. As a result of this growth, Deschutes County is currently going through the process of updating the 2010-2030 Tumalo Community Plan (TCP) to 2020-20404. The County received a Transportation Grant Management (TGM) from the State, of which a portion is dedicated to updating the active transportation element (bike/ped/transit) of the Tumalo Community Plan. Two public engagement opportunities and discussions with the TCP Active Transportation Advisory committee informed the Final Concept Plan, which established recommendations for sidewalk, trail, traffic calming, and bicycle improvements in Tumalo. The Final Concept Plan will be identified in the TSP in the form of a Tumalo area map showing proposed improvements to active transportation facilities in Tumalo, shown in Figure 2s. The project team does not recommend any additional recommendations beyond Figure 2 to incorporate into the TSP as a result of this project. Tumalo Community Plan (TCP) update website: https //www.deschutes ora/cd a e/tumalo community elan update Dote this map is only for reference. T he adopted regional trails map for the TSP will be in a different format. Page 121 of 125 lechnicM Memorandurn I Tumalo Community Plan - Tumalo Active Transportation Update Figure 2: TCP Active Transporation Update Final Concept Existing Sidewalk Planned Sidewalk Shoulder Widening Trait Twin Bridges State Scenic Bikeway K I T T E L S 0 N Parks Unincorporated Community Water Turnalo, Community Plan (TCP) Active Transportation Update Final Concept Plan I ' i 1 The Tumalo Community Plan (TCP) Active Transportation Update project focuses on planning efforts for the Active Transportation component of the 2040 Tumalo Community Plan (TCP). Over the past two decades, there have been significant changes in and around Tumalo that have galvanized the transition of the Tumalo core into an active community center. These changes have warranted an update to the Active Transportation element of the Tumalo Community Plan (TCP) to support the growth of a vibrant, livable community with increased transportation choices, including to bicycling, walking, and transit. Analysis • Review state, regional, and local plans regarding active transportation (bicycle, pedestrian, and transit) for relevant goals, policies, and objectives. • Identify context sensitive projects related to Safety and Speed Improvements, Pedestrian Connectivity, and Transit to address existing gaps and deficiencies in the active transportation network in Tumalo. Key Elements • Active community engagement (virtual and in - person) • Improve safety, access, and mobility for people walking, and biking in Tumalo. • Identify a preferred intersection improvement for the Cline Falls Highway and Tumalo Road intersection. • Identify a preferred transit stop location if a transit stop is added to a Cascade East Transit (CET) route. 15 people attended the Tumalo Active Transportation Walking Tour held on June 8th, 2022, to identify needs and deficiencies in the active transportation network in Tumalo. Public involvement and outreach for the TCP Active Transportation Update project included the following: 1. Tumalo Active Transportation Walking Tour (Wednesday, June 8th, 2022) 2. Interactive Virtual StoryMap (June 81h — July 131h, 2022) 3. Virtual open house (October 51h- 241h, 2022) The Tumalo Community Plan Open House, walking tour, and interactive StoryMap supported the development of the Initial Concept Plan. The Initial Concept Plan was then presented in the virtual open house, which gave the public the opportunity to comment on the initial plan and provide any additional feedback to be included in the development of the Final Concept Plan. In addition to the three public events that were specifically created to receive public input on the Tumalo Active Transportation Plan update, Deschutes County held an Open House for the entire Tumalo Community Plan Update on Wednesday, May 11th, 2022. The Open House included a table introducing the Active Transportation plan update. The TCP Active Transportation Advisory Committee also met four times throughout the project. The Committee consisted of community, regional, and State agencies with local and technical expertise related to active transportation in Tumalo. Some of the interests represented included school districts, local businesses, bicycle and pedestrian advocates, and County and State agencies. Committee members were responsible for reviewing and providing input on various elements of the project. The Tumalo Community Plan (TCP) Active Transportation Update project focuses on planning efforts for the Active Transportation component of the 2040 Tumalo Community Plan (TCP). Over the past two decades, there have been significant changes in and around Tumalo that have contributed to the transition of the Tumalo core into an active community center. These changes have warranted an update to the Active Transportation element of the Tumalo Community Plan (TCP) to support the growth of a vibrant, livable community with increased active transportation choices including bicycling, walking, and transit. Project Outcomes • Reviewed state, regional, and local plans regarding active transportation (bicycle, pedestrian, and transit) for relevant goals, policies, and objectives. • Provided multiple opportunities for public engagement and involvement, including virtual and in -person engagement opportunities. • Developed a Final Concept Plan that identifies context sensitive projects related to Safety and Speed Improvements, Pedestrian Connectivity, and Transit to address existing gaps and deficiencies in the active transportation network in Tumalo. Provided materials and exhibits for amendments to the Tumalo Community Plan (TCP) and County Transportation System Plan (TSP) to implement the suggested recommendations for active transportation. Looking at east sidewalks on 4th Street east of the downtown core. Public involvement and outreach for the TCP Active Transportation Update project included the following: 1. Tumalo Active Transportation Walking Tour (Wednesday, June 81h, 2022) 2. Interactive Virtual StoryMap (June 8th —July 131h, 2022) 3. Virtual open house (October 5th- 24th, 2022) In addition to the three public events that were specifically created to receive public input on the Tumalo Active Transportation Plan update, Deschutes County held an Open House for the entire Tumalo Community Plan Update on Wednesday, May 111h, 2022. The Open House included a table introducing the Active Transportation plan update. The TCP Active Transportation Advisory Committee also met four times throughout the project. The Committee consisted of community, regional, and State agencies with local and technical expertise related to active transportation in Tumalo. The interests represented included residents, school districts, local businesses, bicycle and pedestrian advocates, and County and State agencies. Committee members were responsible for reviewing and providing input on various elements of the project. What'014'eXtl? The County will consider adopting the revised Active Transportation Elements map as part of the County Transportation Plan Update, with adoption expected the spring of 2023. �vIES CO C.. G BOAR® OF COMMISSIONERS MEETING DATE: March 27, 2024 SUBJECT: Work Session: RVs as Rental Dwellings Text Amendments RECOMMENDED MOTION: Staff seeks Board direction for next steps for text amendments concerning RVs as rental dwellings. Options include: 1. Conduct a public hearing. 2. Postpone the public hearing until other jurisdictions have progressed further with similar programs. 3. Withdraw the text amendment. 4. Other. BACKGROUND AND POLICY IMPLICATIONS: Staff is providing the Board of County Commissioners (Board) with additional background information concerning legislative text amendments to allow recreational vehicles (RVs) as rental dwellings (File No. 247-23-000700-TA). This work session is in response to Board requests made during a work session on February 28. Staff seeks Board direction concerning next steps on the amendments. BUDGET IMPACTS: None ATTENDANCE: Tanya Saltzman, Senior Planner Will Groves, Planning Manager Peter Gutowsky, Director Angie Havniear, Administrative Manager Dan Smith, Lead Code Enforcement Specialist Todd Cleveland, Onsite Wastewater Manager MEMORANDUM TO: Deschutes County Board of Commissioners FROM: Tanya Saltzman, AICP, Senior Planner DATE: March 20, 2024 SUBJECT: Work Session - RVs as Rental Dwellings Staff is providing the Board of County Commissioners (Board) with additional background information concerning legislative text amendments to allow recreational vehicles (RVs) as rental dwellings (File No. 247-23-000700-TA). This work session is in response to Board requests made during a work session on February 28. Staff seeks Board direction concerning next steps on the amendments. I. PROCEDURAL BACKGROUND Staff submitted a Post -Acknowledgement Plan Amendment (PAPA) notice to the Department of Land Conservation and Development (DLCD) on October 4, 2023. Staff presented information on the proposed amendments at a Planning Commission work session on October 12, 2023.1 The Planning Commission held an initial public hearing on November 9, 2023, z which was continued to December 14, 2023.3 At that time, the hearing was closed, and the written record was held open until December 28 at 4:00 p.m. The Planning Commission began deliberating on January 11, 2024' and elected to continue the discussion to January 23 to form a complete recommendation to forward to the Board. After deliberating, the Planning Commission voted to not recommend adoption by the Board. In addition, the Planning Commission chose to provide recommendations concerning the draft amendments in the event that the Board chooses to move forward with adoption. Staff provided a summary of the amendments and the process thus far at a February 28 work session, at which time, the Board requested additional information on several topics outlined below. The record, which contains all memoranda, notices, and written testimony received, is available at the following website: www.deschutes.org/rvamendments. 1 https://www.deschutes.org/bc-12c/page/planning-commission-41 z https://www.deschutes.org/bc-pc/page/121anning-commission-40 3 https://www.deschutes.org/bc-pc/page/planning-commission-43 4 https://www.deschutes.org/bc-pc/page/planning-commission-44 11. ISSUES FOR CONSIDERATION The following topics were recommended by the Board for staff to provide additional information. Staff from the Code Enforcement and Onsite Wastewater Divisions will be available to answer questions as well. A. Septic/Wastewater A significant factor in the decision to adopt amendments allowing RVs as rental dwellings relates to septic capacity and impacts. Under the proposal, the property owner would be required to provide a connection to dispose of wastewater from the RV —this is a requirement from Senate Bill 1013. This means that the property would be subject to an Authorization Notice for a new connection and potentially a Site Evaluation and related construction permits if applicable. Onsite Wastewater Manager Todd Cleveland will be present to discuss RVs as rental dwellings and answer the Board's questions relating to wastewater, including: • How do wastewater loads for RVs as rental dwellings compare to those for single family dwellings or Accessory Dwelling Units? Will most people need to expand or replace their septic system? • What would this process entail for the property owner (applications and cost) and for staff (staff time, evaluation, code enforcement)? • Are there concerns about the proposed 1 acre minimum in the County as a whole, and in South County specifically, particularly in light of the recent letter from the Oregon Department of Environmental Quality concerning groundwater quality? B. Illegal RVs and Code Enforcement A concern noted repeatedly in public testimony and acknowledged by the Board is the current presence of illegal RVs as dwellings. While it is difficult to assess the actual number of illegal RVs used as dwellings in the County, the Code Enforcement Division notes that since calendar year 2023, they received complaints of 92 violations of RV occupancy in the County, which would be roughly 13% of their caseload. The actual count of illegal RVs is likely significantly higher, however, since they are only recording formal complaints. In addition, those RV complaints usually have an associated violation of non -approved septic disposal, which is another violation that typically gets tied with each RV case. Since they are usually combined, it doubles the violation count to 184 and from 13% to roughly 26% of the Code Enforcement workload since 2023. -2- Common issues other than waste disposal are typically either unpermitted work for the connections to the electrical or septic systems. Solid waste is sometimes an issue, though it is not specifically correlated. The division noted some enforcement complications regarding RV occupancy: for instance, proving an RV is being occupied full time on lots where there is only an allowance for 30 out of 60 days.s To verify a violation, Code Enforcement must be able to prove that the RV is occupied constantly, and there is not a time efficient way to do that other than gathering enough data points over the course of several weeks or months. Dan Smith, Lead Code Enforcement Specialist and Angie Havniear, Administrative Manager, will be available to answer further questions from the Board. C. Comparison to medical hardship dwellings in RVs Staff noted that Deschutes County Code already allows people to live in RVs temporarily in certain circumstances; one of these options is as a medical hardship dwelling. Like the current proposal, many of the limitations for the use come directly from statute. Per Board request, staff is providing an overview in Table 1 of medical hardship dwellings in RVs and how they compare to RVs as rental dwellings for both the applicant and for staff. Table 1 - RV Comparisons Criteria RV as Medical Hardship Dwelling RV as Rental Dwelling Eligible Zones All zones RR-10, MUA-10, SR 2'/z, UAR 10, WTZ Lot Size No minimum Minimum 1 acre A single-family dwelling must be located A single-family owner -occupied dwelling on the property. must be located on the property. Dwellings on Property No restrictions on additional dwellings, No other dwelling, guest houses, etc. guest houses, etc. are allowed. If there continues to be a medical Any duration Duration hardship, there is no limit on the duration. Allowed Occupant Property owner or relative. Anyone RV must have a bathroom. RV must have an operable toilet and sink. Four wastewater disposal options: 1. RV can be pumped by a licensed Two wastewater disposal options: Required Facilities & Wastewater sewage disposal service; 1. RV can connect to an onsite septic Disposal 2. RV can be driven to a permitted system; or dump station; 2. RV can connect to sewer system. 3. RV can connect to an onsite septic system; or 4. RV can connect to sewer system. s DCC 18.116.095(B)(1) allows a single recreational vehicle to be located on a lot or parcel that does not contain a dwelling for a period totaling not more than 30 days in any consecutive 60-day period without obtaining a land use permit. -3- Unique Requirements Eligible Properties/Prevalence of Use CDD Permitting Other In resource zones, if the RV will use a septic system, the RV must connect to the existing septic system, if capacity allows. To qualify, the property owner or a relative of the property owner must have a medical condition. Property owner must submit a doctor's note annually. In all zones, a manufactured home can be used as a hardship dwelling. In resource zones, structures that existed on March 29, 2017, can be converted to a hardship dwelling. Every rural property in the county is technically eligible for a medical hardship dwelling if it can meet the requirements in DCC to establish one. Planning: One permit. However, if the person with the medical condition changes, a new permit is required. Septic: Onsite Authorization required to assess existing system/capacity, but there is more discretion for next steps due to the limited duration of use. Building: If the connection points are not located adjacent to where the RV is parked, permits are required to install these features' power source connection, water source connection & septic connection. The use is inherently non -permanent in nature. Balances property owner needs with off -site impacts to address a specific medical hardship. RV must have a title. 10-foot setback from other structures required. If in a structure, must be open on at least two sides. Property owner must provide permitted "essential services" (electric, wastewater). RV site requires parking pad. Restrictive covenant is required to prohibit the RV from being rented as a short term rental. Approximately 12,410 properties meet baseline zoning/acreage/existing dwelling criteria; additional 2,900 are vacant but meet other criteria. Planning: Two permits: one for RV site, one for RV tenant, which would change with each new tenant. Septic: Onsite Authorization required to assess existing system/capacity, which may lead to Site Evaluation and potential septic alteration or installation permit. Building: If the connection points are not located adjacent to where the RV is parked, permits are required to install these features: power source connection, water source connection & septic connection. If ramada is required, a residential structural building permit will be required. -4- D. Ramadas and potential property tax implications Planning staff raised the issue of snow load on RVs and the possibility of requiring the property owner to build a ramada. While it is still yet undetermined if this will be a requirement, staff refers to testimony in the record (2023-11-16) from Todd Straughan, Chief Appraiser, for comments regarding the potential tax implications of any improvements made to the property to accommodate an RV. Straughn noted that the RV itself is not considered real property and therefore would not affect property taxes, but improvements made to the property for the parking pad, pedestal providing essential services, or similar improvements, would: We, by statute have to measure market value. So in this instance, we would have to estimate what is the added value of the "pad" with electric, septic, concrete, etc. We can add any value to the real market value of a property, however, if the real market value does not exceed $18,200 (2024 limit), then we cannot add any taxable value (maximum assessed value). If what the owner adds is more than $18,200 in RMV, the value added would be added to the existing RMV and it would be multiplied by the ratio for that property type, for that year to calculate how much of that value would be added to the Maximum Assessed ValuelTaxable Assessed Value. In other words, if the appraiser determines that any property upgrades —including the pad and a ramada—is more than $18,200 then it could add to the value of the property and thus raise property taxes by the formula the appraiser uses to calculate those taxes —just like any other addition or improvement. But if it's less than $18,200 it would not trigger an increase in the value used to calculate the taxes. E. Progress in other counties on SB 1013 It is staffs understanding that Deschutes County has moved forward with potential implementation of SB 1013 before other Oregon counties. Tillamook County was scheduled to hold its initial public hearing with the Planning Commission on March 14, and Clackamas County is beginning to consider SB 1013. The Board could choose to wait to hold its public hearing until other jurisdictions have proceeded further with SB 1013, allowing for an assessment of those programs and the lessons learned therein. III. NEXT STEPS Staff seeks Board direction for next steps. Options include: 1. Conduct a public hearing. 2. Postpone the public hearing until other jurisdictions have progressed further with similar programs. 3. Withdraw the text amendment. 4. Other. -5- \X E s COG2a BARD OF COMMISSIONERS MEETING DATE: March 27, 2024 SUBIECT: Treasury Report for February 2024 ATTENDANCE: Bill Kuhn, County Treasurer DATE: March 18, 2024 TO: Board of County Commissioners FROM: Bill Kuhn, Treasurer SUBJECT: Treasury Report for February 2024 Following is the unaudited monthly treasury report for fiscal year to date (YTD) as of February 29, 2024. Treasury and Investments • The portfolio balance at the end of January was $343.1 million, an increase of $14.1 million from January and an increase of $23.7 million from last year (Feb 2023). • Net investment income for February was $885K, approximately $33K less than last month and $345K greater than February 2023. YTD earnings of $5,763,458 are $2,675,653 more than the YTD earnings last year. • All portfolio category balances are within policy limits. • The LGIP interest rate increased to 5.20% during the month of February. Benchmark returns for 24-month treasuries were unchanged and 36-month treasuries are down by 1 basis point from the prior month. • The average portfolio yield is 3.47%, which improved over last month's average of 3.32%. • The portfolio weighted average time to maturity is 0.96 years, down slightly from 1.05 in January 2024. Portfolio Breakdown: Par Value by Investment Type ' Investment Income Municipal Debt $ 37,205,000 10.8% Feb-24 Y-T-D Corporate Notes 32,821,000 9.6% Total Investment Income $ 890,209 $ 5,803,458 Time Certificates 1,245,000 0.4% Less Fee: $5,000 per month (5,000) 40,000 U.S. Treasuries 124,000,000 36.1% Investment Income - Net $ 885,209 5 763 458 Federal Agencies 91900000 26.8% LGIP 13:619:878 4.0% Prior Year Comparison Feb-23 540,627 3 08 8805 First Interstate (Book Balance) 42,259,816 12.3 Total Investments $ 343,050,694 100.0% Total Portfolio: By Investment Type First Interstate Municipal Debt Bank 0.6 12.3% (;4st Corporate Notes 9.6% LGIP 4.0 % Time Certificates 0.4 Federal Agencies zs.s U.S. Treasuries 36.1 % Portfolio by Broker c $80 $61.4 $65.0 o $60 $45.5 $3Z6 $40.5 2 $40 $20 $14.1 $23.1 Stifel DA Robert W Moreton Piper Castle Oak Great Capital Davidson Baird & Co Capital Sandler Pacific Markets Securities Category Maximums: Yield Percentages U.S. Treasuries 100% Current Month Prior Month LGIP ($59,847,000) 100% FIB/ LGIP 5.20% 5.00% Federal Agencies 100% Investments 3.13% 3.49% Bankers Acceptances 25% Average 3.47% 3.32% Time Certificates 50% Municipal Debt 25% Benchmarks ,CorporateDebt 25% 24 Month Treasury 4.64% LGIP Rate 5.20% Maturity (Years)_ 36 Month Treasury4.43 Max Weighted Average 2.96 0.96 Term Minimum Actual 0 to 30 Days 10 % 20.41 Under Year 25% 53.2% Under 5 Years 100% 100.0% Other i Policy Actual Corp Issuer 5% R Callable 25% 12.1 Weighted Ave. AA2 AA1 Investment Activity Purchases in Month $ 15:000:000 Sales/Redemptions in Month $ 7000000 24 Month Historic Investment Returns 6.00% 5.50% 4.50% . 4.00% 3.50% - 2.50% 2.00% 1.50% 1.00% 0.50% 0.00% - Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb County Rate 2 Year Treasury Rate Corporate Bond Rate -a LGIP Rate Three Year Portfolio Balance 400,000,000 350,000,000 300,000,000 250,000,000 200,000,000 150,000,000 100,000,000 50,000,000 L, L� L, L� Lv tiL �L tiL LL LL tiL ti5 11'1 ti3 t5 L5 �3 ti0 lac' �aJ�aJlac 20,000,000 18,000,000 16,000,000 14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 Five Year Maturity Distribution Schedule Mar-24 Aug-24 Jan-25 Jun-25 Nov-25 Apr-26 Sep-26 Feb-27 Jul-27 Dec-27 May-28 Oct-28 NNNN N N NN N NNNNNNNN I N N NI N N: N N .N N U A r '. m ; N mM 00 a) L0 (0 m m m O V O N N N N N N' N M ;.N 'tV'. V' M t Ln Ln m Ln':.,m M. O�O O O O m 0 O.m O O 00 't r (M m m (O N c-.M 00 00 LM M M m N 't O O O O 00 m.O O O O'.M O O O O m O O O M m m V O'm �- O O',0 m'.m m V d' N m m: m m N r m O V O O N O' t0 O O N O N O O O m'.M V' m M O m M •- o m m .o m V m r N N O G ro o m m m m O O O:O O O 0'.m m r w "T:N M m 't 0 't.o LM m M.M -ITM N M O M M O O .- 0'm h o 0 0) O O) O O O L.- m "tm:l� O r <T V 'T7 M o o m O O m O) O) M 00-m m 0 0 0 O LM m m O) m O o Mm m O m m O o N o m m O O M o 0 0 0 O O' V N 0) O M:M O m N N N N N O7 O O m 0 0 m 6) m m c7 d1 O) O m C O m m O o 0 O m 7 m O) O (M 7 0 0 M 0 m m T O C7 O W 0 0 0 O O O N M O O) O) 0o > M M -N N N N N N -N N N N M N N O 07 N M M M r N m O 't m m f� N M M O) m m r m "t m N C' m r m N� M m O m. � (O m m N t N m M N m m V' V N� m 00 V N m O N W m m O O L O) O O m m m N 'o O LM N M m M O) N 0) N M M'.. Ln V V 7 0 co O O m a m M M LM N:N M O m O N O) m 7 m r-.N O N m m m l0 V.V N..O O7 m O)'.m Ln a (O '.c � V M'.M m V Lq (c L` (c 0 m M m O m cj M V f�..0 LM o Y <{:�{ �,M O N M..O M m O:m 0.0 O m M n N O r m m M.M a r m d' m m :r N N m.O m m w m m �.V o M �t M m m 4 4 7 4 a M N N d' N LM m m M V m 0 0 0 m m 0) m t` r 0 0 0 LM LM m L M W M m W M m 't m M M M r LM ( O V' LM m m V W A M N: N N N NM m m O) 07 0 M o o (O O) O O O m (mo m m 0 0 0 o m m m O O) M :. O O) m m m m m m m m m m m m m 31,31 N O) 0 m O) c� i N N- - N N- - N': N � N � � (V - - N - - - - - - - O �.O O O O O O O O O O O O O O O O O 00 O O O O O O o oo 0 00 0 0 0 0'.0 0 0 o.O o 0 0.0 0 0.o O.O o 0 0l0 0 0 0 0 0 0 0 0 0 0.0 0 0 0 0 0 o O o O O:o 0 0 0 o O O :.00 0 (D 0.0 0 0 00 0 0 '0 0 0:0 .0 0 0 0.0 0 0 00 0 0 0.0 0 0 0:0 0 0 0':0 0 0 0 0 0 00 0 0 00 0:0 0) m m o 0 0 0 o 0 O o 0 o o o o o o .o o N .O o o o 'o o N O o o o O 'O o 0 0 .0 o 0 0 0 O o 0 0 o 0 a o o o 0 o o v c v o 0 0 0 0 0 0.o 0 o o o o o o:o o LM 0 o O o 0 o v o o o o o:o o o o o 0 o o:o 0 o'.o o o o:o 0 0 o,o o.a (L M N .N N N .N 0 C O'.O O O O.O o r -L - 0 0 0 O O m 'o O O O:O O- O :O O O LM :o O O o .0 0 7 O .o 0 0 0 O O O O O M O O O O > : N m o N N.N -'.N N -.NN N -.N'.N N -:N N NN N N N'N N -N N:N N.N NIN N.-(h N - - N N.N N N - NN N':.N M LC) V' n M m 0 o M0 M W: t• m N m Mm M N O) r m(C) N N M M lM (O m N N N m M LM d' r 0 0 0 m N m 0 0 m It O t-O N m -It (D V t` m a1 V m m M N O N O w O.O 6 O.N V O O'.r o 0 m N 1M:o 0 f� m m m (O M N M O.d: O N.f� O1.M O m m 4 W p.N O m O o 6 M C M m o V':m (y m Q) M N m N m O Q) a m: a1 m t O O 't M Cl):0 O N N M m 0 0 0 O7 m M M O M m V N M O D7 m.V' r.0 M O 00 m N O O.O C2 (D O O IM O m N m O m 0.0 O.m N.N tT d' m O m. N O O'.f� LM :m O m'.O lM I�',N O N R.m m'N 0 V M V.N i� (O (O f� m m Iq M O'.N �j tl O) 0 m M.. cO V 't N M'.N M p (!1 (O M:(O M M:V' M V' O:O C ',: O 0O; M u):V V OOO:OO O': d' m MMMM _... _. N LM LM LM LM l0 M M 7 N N N N N Ln M m N (O N: (O L7 Ln Ln a LM LM - r m- m m m LM - LM m CO: m to r m r m m 6 m m to N f� (O N m N N 0 m (L') U') UM tM N o o M M a N m f� rj N N t` (V N V L` 4 4 h N t` V 6 6:1` M m �j 11 1. 0 0:N o (O 0 N W M N N N N m m m m M m �- m M ':M M m O) m m N OO O O.O N O O 0 0 O:V V � M V.V O O O 0 0 O O:O O. O O. 00 0 O ON: 0 O : o Ln Lo QQ+ QQ Q. Qt Q+ QQ+'QQ+ Q. QQ. Q. +QQ QQ+ Q. QQ+'QQ+ a. QQ+ QQ. QQ+ QQ+ QQ+'. aa. . . aat QQ+.. QQ+ QQ+ QQ+ QQ+.QQt Q. Q. +QQ QQ+ QQ+ Q. QQ+ Q. QQ+ ¢++ D a °o m m: m m m m m m 10 m m m m m.. m m m m m m M m M M M m m m m m m m m' m m m m m m a'aasa_'asaaaa¢¢'aaaaaaaaaaa'aaaa'aaaaaaaslaaalaaa¢'aaaaaaai, m m n M 0 0 0 O r O O N V r N 0 N .- t` � N 0 o N N N m M O O LM M r m m N m m m m M m r 0 N O m O ..i LM t0 d' tM m r N N N O V V O M m N O M V LM •a O m V N m V' M m N O M M M M M M M M M m N M m H •- .- m,Ln N.N N �- � N N M �.r r m.01 m. m.LM.V. mt`,O d' L�..N � N,.M..N. M.m mtM.N.M..LM m lO m... mm mm..V.�-..N V T V' 't V m LM Ln a d' V d' V' dt LM a m m LM m LM d' m N N a LM m m LM m M It V' LM Vt In LM N m N (M M.; (M N LM LM M (M M M "t I "T d' LM V' N N N N N N N NN N N N N N N N :N N N N N N N N N N N N N N N N N N N '.N N N N N N N N N N N N N N N N N N N :N N N O O O O O o o O O O OO O :O i' y N N N N N N N N.N N N N N N N N '.N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N :N 3 O O N t` N N N'.Ln M NM m t` V MO O M �'� m t` V m m N M m M (M N m 00 m W 0 N M m m m m 0) V' I`:.N m� to M .- .--N 0 .- (;.) �- N N: N W- m N N N N N N M M M M M N N N N N M M M M M 0 0 0 0 O N N N N O O O O O O O O O N M V' N N N N NN N N N N N N N N N N N N N N 'N N N N N N N N 'N O N N N 'N N N N N N N N N N N N N N N N N N OO O OO O O O'.000 O.O 000:000 O.000O O O O.O O O O,O OO OOOO.O OOO:O OOO OOOOOO OO OO L .�N .N N N M21 .N N ` M COW L`N:� N N N 10 0 N m M W O'I� N 00 N O) (O h m 0- m't N m m'.dt 0 0 W M W 0 00 0 m m l�.m M 't N'0 N L� m:W .M N r N` M N` .- N N 7 7 m M M` � n Q z M M N .4 N N'N m � \ M z N N:N L�..O LL rrr WNWWON.=:rm 00e- CNN 0:� �-N:W O.O..- �f�W WmWW �NN.(O:(0 Y ~ ~ J m�UUUU-,U> WJ-W W W W WJ.Lu H..zJ~ wmLu�Jm�m co m- mu m- mm-mOVw�C¢¢Q¢o m QO Oo O,o ... U)dd��¢�¢aaa a 'a o oaQ ¢ ¢¢ ' 0oo002r2Ua00 vQU0OaLLwVo'Q�2aworaa-oro oa o2i2 au2ic)n.Cf0�c)0�V0002a Z & `0 `0 0 `0 1 `o o `o `o' o `o ( O 'Y U U U U U U U V U U c c c G G C C G C C Y Y O: UO) O) O) p).. ml m) OL O). O) OL N N N Uyi fy/1 N N N N N G C (q m M M M M M M M M M M M M M m.M M M M M M MM M M M Q QQ Q Q Q Q Q Q',Q M M m m m- m m m m m m m-mmmm m m m m m m m.2 �'.� �� m m V1 tb Q. .0 .2) of 0) M -o -oo ;o a a:=0 -0 -o -o-o ao .o'a c c c c c c c c c c c c c c c c G c c c c c 2 U'... M M M M M M M M M M M M M' M m m m m m g g:2E g 2.2i 2i g :lg m m o o o o o o o o o o o o o oo o o o o o0 0 U Z Q +�• J J J J J J J J J J J J J J J J J J J J M M M m (0 f0 m m m (6 J J Q Q.� U U U U U V'V V V U U U U U U m mm m M mo m m m m m m m'm m m m m N c c c c c c c c cc m m w z_ 0 E E' E E E E E E E E E E E E'' E E E' E E E E E E E E': E E E E' E E E E' E E o o, o 0 0,,0 0 0 0 o E E �' Z Z Q LL Y m N m m m m N, m N M N. M M M N: N 0 0 0 0 0 0 O O O O O O O O O O O O O O m m m M M m M M m m O O N y y y Q Q ,Z Q LL LL LL LL LL LL-.LL LL LL LL LL LL LL LL LL 2 2 .2 2 2 2 2= 2 2 ..2 2 2 2 .= 2 2 2 :2 2 Z Z .Z Z Z .Z Z Z Z :Z 2 2 N'm �NmW m EN'N N N O N. O 2 m N T 2 m m m 6 NN --- --- F- a 0 N 0 0 Nm 0m 0M mnn(nn20J0 - l m to LL LL LL'..LL LL LL. LL. LL LL LL-. LL LL LLLL -LL '..LL LL LL;LL LL LL LLLL LL LL 'LL LL LL L>L LLLLLLLL LL LL LL LL LL LL LL LL LLLLLL LL LL LL LL D D.D y 1 m LmL u1 > r M Z LL Y N (o ONO d' d' M >>> M LL' W W 0 d� M' } N Z W M M LL Y> LL x r (� n (� n Z M LM m O N m.0 _. m 4. S U J Z F- LL (n LL L7 LL LL U> J J Z LM � Z) Y m Q J Z LL M tM f� Y N V W W W z mJ U 7 m r :.� K G «y, N m X J Q Cl) M X z X Z N m M W Z W W W m m c Q2 2_ O J J2 2 �z zzz aaa 2LLu)F Y (nF �, JJJ x >,a QvvvvvvvQoovvUUUU E E V o m Ln M,m S W W.W W W W W W W W W W W W.W Q Q.Q Q Q Q Q Q Q,(7 U` (7 U( (7 C� 0 C7,W W O O O O O' C9 O O O Q m m N.N N N m V V' 7':V V V V'.I� r m mm m m m'.m LM LM'. LM M M m'.m m..m N N N N 'M M M M M M M M'.M M M M I M M M M 'M M M M M M M M M M M ":M M M M M M M M '.M M M M M M M M M M M '.M M M N N N N CC> O M r m_O) M M M_M M M M_M M M M'.M M M M.M M M M M M M:M M M M M M M M.M M M M,M M M M M MMM W W O O) E F- 0 M N > O O O O m U U U U U U UU U U U U U U U U U U U U U UU U U U.0 U U U U U U U U U U V U U U U U U U.V d d UU U U V M N 6i C U U U U V Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q LL LL C' LL' w LY y Q N m m m co LL LL LLLL LL LL LL, LL LL LL LL LL LL LL LLLL LL LL LL LL LL LLLL LL LL LULL LL LL LL LL LL LL LLLL LL LL LL,..LL LL LL LL, LL. LL LLLL Q Q F- F- H F- +�+ O O Z` ...... ....... _ - m L O O` m N (O m f� V m tM r m M N n n d' N m V N m N N O) N 0 d' N N N O N M d' M m N W M N 7 m Nyy-- � t It 'T LM m m (O:m N N V N N LM f� r m m'.O O M M t Ln m L-- � m O m L` Q7 m m N O M d' LM m M m L• h� h 0 0 LM m O O 0 L L C m m m m m 0 t` f�'r m m m'.0 0 m d) d) d) O) d):O 0 m'.0 tT W d) d) W O) O r r f� t` t\ m O) M 0 O) t` t- L\ r^ t\ t` f� 0 0 0 0 o O m OL O O 4f - 0 O. LL LL - N N '.. O O r O'.� M (D o M O -Ir M co ((') N in.V Mr MOM 7 M M g M tD -'rCO (D d':ln V' O M.M g M m to O:M M O M O (O N n M tm N(q W M d' N M r � O r N r N O (O.- M VJ M r M O M r COO M d' - Mc'! N r O O N- O M .- N.O M M r M O O r <{ 1 C t0 (O O N M r O r V (� r (O M N V O O r M.r CON M M r V M.r O r.� N O O:M M O M N M N O (O O u 04 M N N:O O N O o (D M M:(O O o O..O d' � to to V t w COO r- m w M:n M w N M O :O N r O.M N r O'. O M'� O M'O O O I�ID) M M M.V (D (D'O M O O O (D (� M..(O M N V:m M o N 0 0 (3i O O O .O O O O O O O O O O :O O O O a! c! O O O O r 'zt O O. 0 0 M M0 0 M O. 0 0 0 0 O r V' Cl O O O O O M M 0 O .O Cl! (O > r ---------------- N r .- N r .- M r N'. M M r r N N r r N r r N N' N N r a M 7 M 0 V CD O O M M O V (D M M (O O M 0 0 CO O O O M O M M co M (D Mn n M O N M O O (D M r (D M N O (� (D O N M'.(D (n O,..O N M r M t0 (O O O In N M M (D M M MM V M Ln N O M M O M M M (O r N O (n M r N O O r N M O f- MOO (D O M M O (O (D O N M M M r (n O O O (D M 1- M M (D N O N r O O tD O N ONO M co N r N (f1 YW r ti r.M N M m.O (D N Ln O M O (D O O:(D O M O N'. u) O (D M',N �- O O M M Ln O O �.N (D CD �.M C) O O'M O O 't N M N N O o M M O M O d'.O (D O O M M L L 1 L 7M M M It M Cl) V' M m '.O r� M O O CD O:M N r O..O o)(D'.I n O M'.O O r (O '.M I CO r M (D V (D'.O co O O'O M (D M'.N N r u) O (i co M O O O a)O'O O O O O O O O O O O O O O O O O O In O �- V O M O O U O CO W O O CK O CD CDO O O r V O O O O O O r M� M O M O O L0 > �- i-',. N r �- N r .- M r N M M .- r N N r r N r •- S O.O O O 00'.O O O.O 000.00 O 0..0 00:.00 000:0 O O 0.00 O O'.00 0000 0.0000.00 O 00000'.O 000:000 O'.0000.0'O (p O 00'.00 O'.00 00.000 O.O O 000 000000 OO 00 O.O O 00000.0 000000 0.0000.0 O 00.000000 00 N'.M N N N 0 r N 0 M- O 0 N O (D N.N N N NN N N,.N.N .- -,N N N r,..- N �- r N N NN r r M M M r V M O tn.M N (D N r N O Oar M r r I� �t N N.(- V r (D N M M M CO M O M N M.M M M r.M N (D N r �- O r..M N O M:.m.0D M O D N _ _ _ N d' h M 0 M N 7 M M (D O r h 0 r M M N O M o N O N N r M O o r N N M d' N N O a M O O r (fl (D h N O N Cp M N N r N O f� O O r or r (D N V' (O M N (1') N (D M N In (O.CO N lD'.O O O N O V' (O �.r M M M M 7'O O o N N N W MOO N.M r M d' O O O O 7 N V O O N M M W.O M d' r O O r O M N O V O CO N O O M M V O :O M O O O M N M f� 0 0 O tD a O O M M I� M <i' (O M O O r M O O M N M O V (O O O O lD I� O O M. M M N M M O (O V' (D d: N O (D V. M V' M M N M M M M M Ia n M 7 0 N V CO .. __. .. tD (D (D : to (D (n : Ln co r (n M M (D (D lD M tD (n M V( (D N N V N N M M (D M N N V tD Cn tD N N CD (D Lr)N V N( r N N r: M M V' V M o O M N Cn N M N m C I� N r �j r r (V r N r n N r. N N N_: �.j r N N� r r N N N N r N N r N N O O O M O O r O N (D G O M O M... r.M r'p M. M M M:(O M M r'. CO r M M CO.CO M CD (.j V' N.M M r ',O O O O:O O NON N M.m N M Cl) d'.d' M d'. I(V (V.r M r V' V r M. O r V N CoD o'.m o '.o M :r O : : ',. : : M N N N N . o N to IA N : m (O N R' > '... O o m m m:m m m m m m'.m m:m m m m m m mm m mmm m mm m m m m m m m m m m m m m m mmm m mm m m mM N m.@.@ m m m.@ @.@ m m m m mm m m m m m m m m m mm m@ mm m m mm m m mm m m @m @@ mm m@ m m m m mM am aaasaaaaaaa¢aa¢aaQa¢aaaa¢,aaaa;aaaaaaaaaa¢a¢aaaaaaa¢a¢aaaaaaa¢aa O t M M O O (D O 't COO M r V M (t) M (D M O f� O N M M N N M N M N N.w N �-:M N M:V Ln N M'.N 11') tD V M M rM M O M 1� �M N N M d' V r'M O CO 1�.0 O M r N r N M N N M N �- M O M r V m N M (O M M M M M (D to 7 lD M CD M � M O N N N N N N:N N N N'.N N N NN N NN N N N N.N N N N.N N NN N N N.N N N N.N N N N N N N NN N N N.N N N NN N N NN N N N. N.N T o O'.O 0 0 OO O O O:O 0 0 O'.O o O:O O O o O:O 0 0 O'O o O.O O.O 0 0 0 0 OO O O O.O o 0 O'.O O O OO O O OO O O O.O O O OO:O - y NN N N N N.N N N NN N N NN NN.N N N N N.N N N N:N N NN N N N.N N N N:N N N N:N N N NN N N NN N N NN N N N.N NN N N:N j �O (P 0l0 tnN (D(n(n O (n NM':O (0(n o o to (n 0,(D 00 0 00 tn:N(nN M. tn0 m In In CD V! if)(n 0 N00 to N..N NNNNNN(\M r .- .- d. In r m N M'',(0 I-- N N:..8, I� N i�':M (� 0 1� .�- N m w'.O (0 N M,,.N m.M a N M'.N y N N N N N N N N N N N N N N N N N M M M M M :M M M M M M M M M M M M M M M M M M M M M M M V V' V .V O r r O N N N N N N N N N N N N N N'N N N :N N N N N :N N N N N N N '.N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N R 4) LU N N'N N N N'`0�.��0r�\NNNNN N''N N m M.M O O VddM W.M O N.�0- aO W.�0-V`2 m0 O o O NNNNNN d NN Vr NrN 'NN N N'.m N N NN N N N:N �- N w Z Z Z Z Z Z Z Z Z Z W W W W W W W Z W W W W -Y F-F-F- F- F-F-F-F-F-F-> J J J J J J >>>>> J JJJJ J J>F-J J J J J o W w W W W W wwww aU W F- F- U W F-0 UUaa a¢¢mUw ww�-F�UU V wawwUUE-f-�-UV U UUUI-V m ��rt�w wOQ cn n a� Q(n n¢¢QQ� �LLv, n naa¢� aa n n naaa aaa na u)u)000OOOOOOO¢a:v)(n(n -a¢ naF a¢¢aaa,¢¢a¢a�aF-F-F ¢¢¢aaa ¢OFaa¢¢¢aaa naaa¢a a all 2 2 2'2 2 2 2'� O (7,a a a n U U a (D C9 U 0',(9 (9 ( 0 0 0 0 (D U U_U U' v7 ❑ 2 (nIU 0U V',U (9 (9 (D D- (D (D 0 0 (9 U } w 2 2 U 0 u) F- H F-.F- F F- t`:F- F- F- F- F- F` f` F-'.f` F- F-'. f` F�- F` F F-:I- F- F` F- F- F` f` F- f` F` F` H H f` I- I- F- I- F- F- F- F- F- F` N E` F- F- F- F- F-'. F- F- F- H I- U 0 > uiuiviviuiUi(0uiuiviu�viuiui,viuiui'uiv v uiuiuivic6vi(Duivivi06(6uivuiviviui6(6vi6uiuiuiuiuiuiuiuiuiviuiviuiu v. na2w �'.,� �.,� �I. 7 � zi � J j D,,zi z z;� DID' D D �i> > Z):) Z) � ZID a a C) UP f�ONN O MM pM (D^ Mr(O tD OO M.p 00 M M(tv�IOO (,.�M N V M (D M(O r OMNM ch l�M Or M O Ln V r ON O R J F-I> ' N 0 � } Z N,0 >- '� M'.� } S.� W J 0] 7;U tt1 J K N } :1,0 2 m S:Q W Z y. U Y M > a -(M W Z m U) Z!} } a.S (Nn U U` J a Z U' a.Zi y N N'.M O W.W W 0 0.� W } fn W W,S (9 V' 2 2 -> 2 C9 (9 O W u. W W X N.U` U' 2�.2 > Y Y U' 0 0 a a m M M U M U U U U U U M U M M U U U U U U U U U U U U U U U U U M M U U U M U U M U U U M U U U U U r r r r r M r r M M a (7 I N N'N N N N N N N N N N N N .N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N O O O O O O O O.O M M N W M U M M.M M M M....M M M M.M MMM.M M M M v.� N.N'N N N NN N N N'.N N N N'..N N N N N N N N N N N'.N N N N N N N NN N N N'.N r r r'.r r r'.r r r r r:.r r of M r r r r r r r r r �- �- �- O.O'0000':0000..0 00 O'.O 0 0000 00'000'.O 000,00 00 O 000;0000000 0:00 h > U U U U U U U U U U U U 0 0 0 U U U U U U U.0 U U U U U U U U U U U U UUU U U U UUU U U U U U 0 0 0 0 0 0 0 0 � K 2 a' � S of a' (if x S w a,a K ofQ' w.S � x� w K K K,F-I-:F_ F- F- F- F- F- F- F- F- F- I- F- F- F-, F-:, F- F-. F-. F-.. F- F-, F- F-., F- F- F- F-. F- F- F- F- F- F- F- F- F- F- F- . F- F-, F- F- F . F- F-. F- F- F- F- F- Q Q Q Q Q Q Q Q Q > O : V l O V N M N M N (D M O. M M O'. M (O w O O M V h M O O N M CO O N 7 (O (O I� M O O N M [t M O N M N (O M r O (O (O N O W > N N N N N M co M V' V'V d' 7 "T m o Cn (D O (O M r t r r' � M M'.M M M O':O O O O.O O O O'..O O O O.O N:(D O O �' GO O000 OO OO O'.O O O O':O O O: O O O O O' O O O. O OO O:OO OO.O O O O',O O O O..000O.00OO.O OOO:OOO O.O M MM.M,M O 0 N 0 ''. N o N N = N 0 0 10 0 0 (O O O Ln w O (° h 1 M O P O M O O 1 O 0 W( 0 w O r- co 00 �.a0 L- M oci "TID C M Ln M.O O.Ln O M (O M V N d' CO 0 d' O N:O 00.0 � N N O:O( N Ln O O �- OO q o0 M N O 0.1 (O 'TN N� M (O L O V.0 O (- M.d' O w O'00 N O W 0 Ln 0 -It0 O 0: O 0' 'V N 0.t� (- n 0'0 O O.O O N 'IT V'.0 N N. M d' 'O M 0 t�10 O O N'.N O O '.n (D In 'It 00 O CO O O O M!Ln O p.Ln M 00 0 O O'.0 0. Ln r O O OIIO c .O O O O:O O O CD tlJ M O o'.NN'.M:Ln (31 N M d": Ln M (O O.N s- N N N M ,.N N N N'.N N .-. N N N .- N:'. M O.10M') V 0 O .O N O M In N O IDLn O O M W O O M d' OO'.�t O NO(O toOOO r 7ON M d' N O MN tM M(-M M f`:N O CO M M( O w I� O O'.N (C .w Ln I� <- oO:: CO (fl N N:I� d' 't' '..M (O 00 (O Ln �-- � r Ln V M h'.M � (O N'Ln N O N V (O O'Ln O (C (O a LO W O:M M (0m mi, ) 00 00m m(D OO:O LnO V (o0 O'Ir Ln Lo M O NOO toO (O In Ln(o O O1�r'. O 0)m m ( Ln0(oN ON1� Od'to'O o0 Q 00 W M00 COM O.. Ln 00 O O O.V O (D O O O O',O 0) 0) d" N W 01 M 00 W O I- - N.d' t t-- M d' O N''.N - 0,�- 1� � W'.V m t 'l M O O'.N M N -. N N a- '.., N: M O M M M O O O O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O O O O O O O O O 0 0 0 0 0 0 0 0 0 00 O (O V O-:o O O O O O O O O O O O O I� 0 '� m O O C:.O O.O :O 0 0 O .O O O O.O O O O :O O O O O O O O'.O O O O:O O O O!O O O O O O O '.O O O 0.0 O OD O '.N (O 0 0 .0 0 00'.0 0 0 0..0 0'.0 0 0 0.a 0 0 Ln'.M o Ln 0'0 m Ln 0'.0 0 0 0.0 0 0'.0 0 Lri 0'.0 0 0 0':0 o m 0'.m o O O o',0 O O:O O O 0'.0 Cl) 0 (o O O O O.N O O O Ln N Ln O O m Ln O O O :w O 0',ln Ln O O:O O Lo 0.0 0 0'.Ln N O O O'. Ln O O O.O'.O 0 0, O'. Lo M O O N V c CO I- N N Ln Ln M.M O N N N.O N r- W O (O N M d' Ln M (D o Cl! O a W t� Lo d' W _O N t` N O N (0 O Ln 00 0 O O d' O M O W O O r O N M lO h 0 M of W d' O O O M MOO Ln O 00 w W O M M M M -'Tw (D O M Ln d' (DM I� V O M Il (o Ln 'ITM CO N M d' (O Ln d' O O0 O Ln O N N N d' 1� Itd' Ln M M N O 'T a O Ln 0 0 0- V 0 0 0 00 0- 0 0 00 't 0 0 0 0 0 0 0 Ln In Lo N N'0 L() 0) 0 O M N "r �- O M.O O M Cl) O O M : H M'.N O Ln O:M OD O O N 1� O cY Ln OD LD V O V M N CO O Ln CO M a0'O r-� Ln M N Ln O (fl O'O 0 N M.r a0 N O : L... 0.0'.O 0 O O:',O O':0 0 Clln',,0 - 0,.0 O -.0. ''.O d' Ln Ln Lo N N t Ln N O M .- m (D : M M t LD m (o 00 N O O N O O dt 00 w W W� M 1� r O N M to O (o O co O 0 0 0 NNN N (V (OO (- 7It M (OM 000 O(O(D Ln:M OLnOO f-N ON r-Ln:w 00 w'N ON NN N (fl nj O O'. 00 (O 7 C. 0 O d. �- N O � 0 O N N:0 L0 0:Ln 0 0:0:0 M O 01 N N O O O Ln N M N,N :O O N O aa m m m m m aaa'�a¢aa¢a 'aaaaaaaaaaaa -- - � N M (N6 M Co@ (Nil aaaaaaa.aaaaa aaaa¢,a a W O to d' O (O (O w w w O M M O M (O (O d' O O .0 M 00 (O O d' M M r N N,�.N M MR N N �'O O W O..O V W,M m O V W:V N Ln.M:cO N N,..M Ln O M 00 LV O.Y) Ln O O N M Ln V 't 'r "t a M "t 'o V d' Ln d' d' (O a 'tM W W toZr M (O Ln 't 't d' �d' zr zr M (O r 'T (D d' Lo "t Lo 't Ln a ct m :.. N N.N N N N N N N N.N N N N N N N N N N e0 w N N N N N N N W M'. j 0 0 0 0 0 0 0 0 0 0 0 0 0 .0 0 0 O :O 0 0 0 '.0 0 N N:N N N N:N N N N.N N NN.N N N NN to O Ln N N N N:N N N.NN N N'N N N NN N NNN N N N'N N m m M L� a O In w m a- a- - Ln to 0 Ln 0 'd V Z to O O -- a- .- - - O O O N'.Ln .\- .\- to -- .- .-- Lo Lo Lo O W W 00 W • •- • ID (O'. (O � ,. � (O '. CO CO (O '. a- O O •- 0 0 0 0 0 o N O 0 �- 00 O O r .- N 0 0 0 O O N O O O O O O CD (D M N N N N N N N N N N N N N N :N N N N N N N N :.N N N N.N N N N N N N N N N N N N N N N N N N N N o 0 N O O:O O O O O O O OO O O O O O O O O O O O O O O OO 0 0 O.O 0 0 O O O O O O O O O 0 0 0 0 0 0 0 0 N N'N N N N.N N N NN.N.N NN N N N'.N N N NN N N NN N N NN N N'.N N N.N N N N N.N N N \ N': w M `'.Q I� O .NN O� N .N- 1NO::M.2z n ;N OP N (O:.N I- M'W WN O ON N OM NNN 6.! 8aO � r- I M.N O Z F F'.F�Ut Uc) co ¢m co co m.Umm :mm Um wca Q (n(n(n(na(n aaaQ�¢a o� �Q�`n�,�� a� �� o <<<Qaa(na0-ILa IL a- (n(n(n(n a ¢ (n (na mw (na(n(n(nrnm UC) L)(9c)1,a( CD CD(DQ� 0c�ao�a;ammDf(DxO0 c(Dw Wm a2c7a0aaaaa F ',.. n p dW Z JJJ m C7 O �Onw jU OOm n n n U U U_ 0 _U U_ W 000 0 0 0 Z Z Z N W'a' a' ='.0 J �: WU` CW`J ,.i� F U Z Z� a m d �F>F-F- F-O-... (n W W W> L a� W- U U o'. o o d a', °(� � �Ip p p Q,,O mS '.,°�, wLF Q p W', � �,� w 0 m'. CD W > D o nao. IX JJSY U!�O a 000 =-- a w wo22 `o o `o-j ~ co F. OOU ZOxmO w w ZZU >U yUy yU. �UU�0 U) w 0 0 0 C U U U 2 _. ;� Q QIO O m'mm�,co . (UiJ O °o W.K O O'. m a�i m. a�i 1= F:. U p.� U.A �: c N N N S= C C"', a' ? LL..,Ln (n U Z;co 0,� �,,U O O �.Q J JIJ J S S.S (n J E'',. E a Z (n'U a', O O N mm O U'U O F F. T T,W O Q Z'.a Q W m,,� U N U.a a s �.,N W,. W 2000 �.� } U 0.. O a W J U U a' U.. C c C t6 (6 U)) c» F vvr rn> o Z O Q�Q Q i F F 2� O 2 o z (n (n.(n (n � Q U U� 0 Lai_ IW- Q O U°°> c m: m m m m x d o z� a �:Y Q 7 U Lu F Y a 0 0 0 O.o c 75 0 c U U.0 S Z -o -m O S a¢ g 0 m m o LLJ 2 � } }:(n Q O OIL 0 O 0 U U (/� Q'',� Q a�i 0'.-Fi w.LLJ aoi a�oi', m ' (Fig (n U) 0 2m 11 Z �'..Z O C9 �'. m m cmi a:n. a 0 O.(n ¢ J Q Q,g w p.,.w J (6 w.0 O O as a as O O o, o o a -',a O- z o U �'.-) --) a a''.� i} ¢ U U',U U O -.� Y (n.2 2E � O',O OP ,O O O O O O a a,a 2 a m.(n (n F O',� J a,iL U X>= U QQ LrNi Y.o (may, � U w m X K.X U` W �.� W U H» U W: LLL m f�.J D fy(n W> (D (o v Ln m ED O J J.Y r` (.9 W W W:a 2E Z a� N (n.N � U U U> a�� Q S U.0 U' m W Y> o o o L d' 52 S N N'.S N C.I (.D1J Ln a >.M o0 N N':M N O aD.(O f� t` LLF F-:> F a a'.a M W:.W F t` '',Ln O Q O'.1� O O O10 (O Ln N In W 00 O d' O (O d' CO O O N Ln LO CO 00 OD O r� M O O0 (� 0) M M M I� ONO a s t` M (O M N O N f� N:.N N LO Ln Ln M M.Ln M �.V M N N Ln to M W:O O O O O O0 W M O ON (O (O h 1 CM) M M d' M d' NNd' d'OOOOO O W O d'NLn N Ln (O (O MCO CO LnNLn ONOO d' N M ONCO LOOM(n (n (n O O:O O N N M O 0 w M M'.i� f� N Ln ( O (D 00N N N M.w m of '..00 00 N 00 00 W M M..M M In (O'�O M 00 O':M M} d' d' W 00:O V7 V Ln In :OO.O O O O O O r rf` f� r N.� W M O.O O (n (n ',VI 663 22i2 Z Z'Z Z Z ZZ Z Z Z'.Z Z ,;I- t` (O V M M d' O O W W O W O O N N Ln In 0 N V I- O N V r� Lo m 00 O I- w w o0 I- of W N N:O O O'OOOO'.0 OOO:OOOO'.0000000 O':OO OOO Z(LNN q d' Lo o O w w m O N N W w Ln V w r Ln':w w W o w m I� M W M r W O 1� ro W 0 M t� W.W W 1� aOM W O W MEETING DATE: March 27, 2024 SUBJECT: Finance Report for February 2024 ATTENDANCE: Robert Tintle, Chief Financial Officer DATE: March 27, 2024 TO: Board of County Commissioners FROM: Robert Tintle, Chief Financial Officer SUBJECT: Finance Report for February 2024 Following is the unaudited monthly finance report for fiscal year to date (YTD) as of February 29, 2024. Budget to Actuals Report General Fund • Revenue YTD in the General Fund is $42.OM or 94.4% of budget. By comparison, last year revenue YTD was $40.OM and 91.5% of budget. • Expenses YTD are $29.4M and 63.5% of budget. By comparison, last year expenses YTD were $28.7M and 63.3% of budget. • Beginning Fund Balance is $14.OM or 101.1% of the budgeted $13.8M beginning fund balance. "� �� County Wide Financial Dashboard 001 - General Fund � $ 66.7% Year Complete Fund select all (Blank) 001 - General Fund 010 - A—nt-Clerk... 020 - Code Abate- 030 - Community .- 090 - Court Techn_. 050 Economic D... 060 - General Co.... 070 - General Cou... 090 - Project Dev... 120 - Law Lihrary 130 - Park Acquisi... 132 - Park Develo— Monthly GL Peri 0 8 $12.1M (Blank) All Maior Funds Budget to Actuals Requirements Resources Beginning Working Capital Budget to Actuals by Category OAct-!, •Budget t�Projectian lII'� VNM i $29.4M $4.f$pl 4.QM sam.; 63.5% *1s214 94.4% .4" .5,11 101.1% pro. �,e,s Out Lei Alalei -. � Capital Monthly Expenditures 63.3% % of last vear budqet S"A *Last Y-, Actuals •Cu«,nt Year Act—k Monthly Revenues 91.6% %of last vear budget • Last Year Actuals • Current Year Actuals On the attached pages you will find the Budget to Actuals Report for the County's major funds with actual revenue and expense data compared to budget through February 29, 2024. Position Control Summary Position Control Summary FY24 July - June Percent Org Jul Aug Sep Oct Nov Dec Jan Feb Mar April May June Unfilled Assessor Filled 31.63 31.63 31.63 31.63 30.00 31.00 30.63 30.63 Unfilled 3.63 3.63 3,63 3.63 5.26 4.26 4.64 4.64 11.81% Clerk Filled 9.48 10.48 10.48 9.90 9.90 10.48 10.48 10.48 Unfilled 1.00 - - 0.58 0.58 - - 2,58% BOPTA Filled 0.52 0.52 0.10 0.10 0.10 0.52 0.52 0.52 Unfilled - - 0.42 _ _.0.42 0.42 - - - 30.24% DA Filled 57.90 58.90 58.90 59.40 59.90 59.10 59.10 58.10 Unfilled 3.20 2.20 2.20 1.70 1.20 2.00 2.00 3.00 3.58% Tax Filled 6.50 6.50 6.50 6.50 6.50 6.50 6.50 6.50 Unfilled - - - - - - - - 0.00% Veterans' Filled 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 Unfilled - - - - - - - - 0.00% Property Mgmt Filled 2.00 2.00 2.00 3.00 3.00 3.00 3.00 3.00 Unfilled 1.00 1.00 1.00 - - - - - 12.50% Total General Fund Filled 113.03 115.03 114.61 115.53 114.40 115.60 115.23 114.23 - - - - Unfilled 8.83 6.83 7.25 6.33 7.46 6.26 6.64 7.64 - - - - 5.87% Justice Court Filled 4.60 4.60 4.60 4,60 4.60 3.60 3.60 3.60 Unfilled - 1.00 1.00 1.00 8.1S% Community Justice Filled 45,00 43.00 45.00 45.00 46.00 48,00 48.00 47.00 Unfilled 4.00 6.00 4.00 4.00 3.00 1.00 1.00 2.00 6.38% Sheriff Filled 233.75 232.75 229.75 229.75 228.75 229.75 228,75 228.75 Unfilled 37.25 38.25 41.25 41.25 42.25 41.25 42.25 42.25 15.04% Houseless Effort Filled 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Unfilled 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 50.00% Health Srvcs Filled 381.55 376.95 378.75 383.40 384.40 386.40 390,33 395.23 Unfilled 33.25 37.85 37.05 32.60 34.60 32.60 30.68 25.78 7.91% CDD Filled 54.80 54.80 52.80 52.00 4&00 47.00 45.00 44.00 Unfilled 3.20 3.20 5.20 6.00 10.00 11.00 13.00 14.00 14.14% Road Filled 57.00 57.00 57.00 55.00 56,00 59.00 59.00 60.00 Unfilled 5.00 5.00 5.00 7.00 6.00 3.00 3.00 2.00 7.26% Adult P&P Filled 33.75 33,75 33.75 33.75 32.75 33.75 32.75 32.75 Unfilled 6.00 6.00 6.00 6,00 7.00 6.00 7.00 7.00 16.04% Solid Waste Filled 29.00 31.00 30.00 30.00 30.00 32.00 31.00 36.00 Unfilled 12.00 10.00 11.00 11.00 11.00 9.00 10.00 5.00 24.09% Victims Assistance Filled 6.50 7.50 7.50 9.50 9.50 9.50 9.50 9.50 Unfilled 3.00 2.00 2.00 - - - - - 9.21% GIS Dedicated Filled 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Unfilled - - - - - - - 0.00% Fair & Expo Filled 11.75 11.75 11.75 10.75 10.75 10.50 11.50 12.50 Unfilled 5.75 5.75 5.75 6.75 6.75 &00 6.00 5.00 34.35% Natural Resource Filled 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Unfilled - - - - - 0.00% ISF- Facilities Filled 23.75 22.75 22.75 22.75 22.75 23.75 23.75 23.75 Unfilled 3.00 4.00 4.00 4.00 4.00 3.00 3.00 3.00 13.08% ISF -Admin Filled 9.75 9.75 9.75 8.75 8.75 8.75 8.75 8.75 Unfilled 1.00 1.00 1.00 1.00 1.00 6.41% ISF-BO00 Filled 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 Unfilled - - - - - - - - 0.00% ISF-Finance Filled 12.00 12.00 12.00 12.00 12.00 12.00 12.00 11.00 Unfilled 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.00 8.65% ISF - Legal Filled 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00 Unfilled - - - - - - - - 0.00% ISF -HR Filled 8.80 8.80 8.80 8.80 8.80 9.80 9.80 8.80 Unfilled 1.20 1.20 1.20 1.20 1.20 0.20 0.20 1.20 9.50% ISF - IT Filled 17.00 17.00 17.00 17.00 17.00 17.00 17.00 17.00 Unfilled - - 1.00 1.00 1.00 2.16% ISF - Risk Filled 3.25 3.25 3.25 3.25 3.25 3.25 3.25 3.25 Unfilled - - - - - - - - 0.00% 911 Filled 53.00 55.00 55.00 54.57 54.57 56.10 56.10 54.53 Unfilled 7.00 5.00 5.00 5.43 5.43 3.91 3.91 6.48 8.76% Total: Filled 1,113.28 1,111.68 1,109.06 1,111.40 1,107.27 1,120.75 1,120.30 1,125.63 - - - - Unfilled 131.48 133.08 136.70 134.56 141.69 128.22 131.67 127.34 - - - - Total 1,244.76 1,244.76 1,245.76 1,245.96 1,248.96 1,248.96 1,251.96 1,252.96 A - - - - % Unfilled 10.56% 10.69% 10.97% 10.80% 11.34% 10.27% 10.52% 10.16% 10.66% A 1.0 FTE increase in 911 vTES C- �� Budget to Actuals -Total Personnel and Overtime Report o < FY24 YTD February 29, 2024 Total Personnel Costs Budgeted ctua Projected Projection Personnel Personnel Personnel (Over) / Under Fund Costs Costs Costs Budget um - (3enerai Puna 030 - Juvenile 160/170 - TRT 200-ARPA 220 -justice Court 255 - Sheriff's Office 274 - Health Services 295-CDD 325 - Road 355 - Adult P&P 465 - Road CIP 610 - Solid Waste 615 - Fair & Expo 616 - Annual County Fair 617 - Fair & Expo Capital Reserve 618 - RV Park 619 - RV Park Reserve 670 - Risk Management 675 - Health Benefits 705 - 911 999 - All Other Funds Total y 1/,b/U,U9b b 1U,/b1,U52 $ 1b,9b6,6I/ s /Ub,2/6 6,852,966 4,146,909 6,452,583 400,383 228,267 146,856 228,267 - 928,596 605,674 928,596 - 651,767 437,719 644,090 7,677 47,515,968 28,713,730 44,296,927 3,219,041 50,537,530 32,462,275 51,471,017 ® (933,487) 8,219,303 4,704,394 7,362,321 856,982 8,406,468 5,332,371 7,961,103 445,365 5,907,511 3,391,458 5,178,183 729,328 4,108,983 2,354,006 4,020,900 88,083 1,896,951 973,790 1,468,659 428,292 276,531 114,650 227,432 49,099 91,328 58,756 93,047 ® (1,719) 452,463 292,073 459,521 ® (7,058) 9,032,045 5,545,257 8,477,752 554,293 16,315,342 9,590,501 16,239,066 76,276 $ 179,092,114 $ 109,631,470 $ 172,473,281 $ 6,618,833 Overtime Budgeted OT Actual OT (Over) / Under Budget /2,25UU 59,419 50,000 64,771 ® (14,771) 1,989,500 1,728,382 261,118 200 72,545 ® (72,345) 38,000 7,103 30,897 100,000 147,370 ® (47,370) 9,000 5,891 3,109 95,000 45,493 49,507 40,000 62,277 ® (22,277) - 900 ® (900) 5,500 2,673 2,827 445,000 219,024 225,976 38,000 29,166 8,834 $ 2,883,000 $ 2,398,976 $ 484,024 Q,jIES`°G2� Budget to Actuals - Countywide Summary All Departments FY24 YTD February 29, 2024 (unaudited) RESOURCES 001 - General Fund 030 - Juvenile 160/170 - TRT 200 - ARPA 220 - Justice Court 255 -Sheriff's Office 274 - Health Services 295 - CDD 325 - Road 355 - Adult P&P 465 - Road CIP 610 - Solid Waste 615 - Fair & Expo 616 - Annual County Fair 617 - Fair & Expo Capital Reserve 618 - RV Park 619 - RV Park Reserve 670 - Risk Management 675 - Health Benefits 705 - 911 999 - Other TOTAL RESOURCES REQUIREMENTS 001 - General Fund 030 - Juvenile 160/170 - TRT 200 - ARPA 220 - Justice Court 255 -Sheriff's Office 66.7% Year Complete Fiscal Year 2023 Fiscal Year 2024 Budget Actuals % Budget Actuals % Projection % 43,472,708 43,034,834 99% ; 44,408,216 41,975,570 95% ; ; 45,357,193 102% ; 1,010,203 1,050,931 104% ; 1,014,168 495,341 49% 1,007,952 99% ; 13,631,282 12,748,688 94% ; 12,751,790 9,664,861 76% ; 12,332,271 97% ; 105,186 14,955,890 999% ; 14,458,597 9,688,575 67% ; 9,771,562 68% ; 525,032 518,001 99% 525,540 333,906 64% ; 526,550 100% ; 49,577,055 50,672,726 102% ; 58,558,288 55,117,097 94% ; 57,787,985 55,638,108 96% ; 60,022,483 43,332,357 72% ; 11,675,519 9,455,886 81% 10,460,840 5,398,531 52% ; 24,889,063 25,698,009 103% ; 26,673,711 18,273,928 69% ; 6,134,018 6,295,372 103% ; 5,535,606 3,210,399 58% ; 1,943,063 782,549 40% ; 2,179,426 2,209,427 101% ; 14,503,499 13,899,874 96% ; 15,995,411 11,572,954 72% ; 1,738,534 2,260,708 130% ; 2,343,500 1,709,891 73% ; 1,969,380 2,359,790 120% ; 2,324,117 2,470,584 106% ; 7,414 317,269 999% ; 64,800 189,653 293% ; a a 642,252 579,826 90% ; 530,800 332,252 63% ; 6,298 21,589 343% ; 34,300 28,746 84% ; 3,311,477 3,297,596 100% ; 3,364,344 2,369,585 70% ; 23,658,700 25,492,341 108% ; 30,654,045 20,094,063 66% ; 13,744,678 14,120,981 103% ; 14,034,323 12,215,193 87% ; 62,651,873 65,511,028 105% ; 81,766,214 51,736,471 63% ; 332,985,219 348,711,997 105% ; 387,700,519 292,419,383 75% ; 58,983,918 101% ; 59,353,570 99% ; 8,169,532 78% ; 26,5437853 100% ; 5,895,778 107% 3,054,430 140% ; 17,198,091 108% ; 2,498,663 107% ; 2,478,436 107% ; 212,889 329% 496,135 93% ; 40,900 119% ; 3,446,044 102% ; 32,091,892 105% ; 14,176,134 101% ; 80,373,453 98% ; ; 384,009,246 99% ; Fiscal Year 2023 Fiscal Year 2024 Budget Actuals % Budget Actuals % Projection % 24,337,373 23,057,601 95% 25,155,807 15,435,892 61% 24,613,879 98% ; 7,928,538 7,497,365 95% 8,481,279 5,131,635 61% ; 8,029,368 95% ; 13,123,218 11,822,231 90% 6,902,223 5,735,378 83% 6,789,274 98% ; 23,129,361 14,662,784 63% ; 9,837,656 2,114,544 21% ; 9,753,207 99% ; 766,183 742,697 97% ; 822,370 553,877 67% ; 814,693 99% ; 60,415,533 58,373,715 97% ; 65,641,097 38,201,950 58% ; 62,210,294 95% ; TES C0G2{ Budget to Actuals - Countywide Summary All Departments 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete 274 - Health Services 70,979,127 62,912,108 89% ; 71,986,444 41,660,335 58% ; ; 68,047,705 95% ; 295 - CDD 11,233,304 9,466,620 84% ; 10,269,561 5,836,017 57% 9,165,048 89% ; 325 - Road 16,188,996 13,822,550 85% ; 17,124,761 9,259,582 54% ; 15,941,116 93% ; 355 - Adult P&P 7,575,910 6,790,874 90% ; 7,576,032 4,421,426 58% 6,893,183 91% ; 465 - Road CIP 28,387,166 16,897,136 60% ; 23,772,827 15,401,342 65% ; 23,368,287 98% ; 610 - Solid Waste 11,754,672 10,7693061 92% ; 14,404,234 7,881,123 55% ; 14,304,635 99% ; 615 - Fair & Expo 3,098,054 3,330,291 107% ; 3,734,327 2,254,622 60% ; 3,463,091 93% ; 616 - Annual County Fair 1,972,030 2,067,492 105% ; 2,582,856 2,182,702 85% ; 2,332,390 90% ; 617 - Fair & Expo Capital 870,000 483,310 56% ; 1,090,000 310,798 29% 1,090,000 100% ; Reserve ; 618 - RV Park 1 594,181 498,157 1 84% 617,131 372,631 1 60% ; 619 - RV Park Reserve 100,000 5,532 6% 174,000 16,870 10% 670 - Risk Management 5,887,806 2,915,728 50% 4,744,447 2,793,837 59% ; 675 - Health Benefits 31,769,217 30,688,534 97% 32,587,213 18,363,326 56% 705 - 911 17,709,497 13,390,020 76% 15,113,760 9,037,000 60% ; 999 - Other 108,884,843 63,570,653 58% ; 93,813,865 34,384,512 37% ; TOTAL REQUIREMENTS ; 446,705,009 353,764,458 79% ; 416,431,890 221,349,397 53% ; 542,706 88% 174,000 100% ; 4,510,027 95% ; 31,587,213 97% 14,559,467 96% ; 83,017,341 88% ; 391,206,925 94% vTESCpG�� Budget to Actuals - Countywide Summary All Departments 66 7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 TRANSFERS Budget Actuals % Budget Actuals % Projection % 001 - General Fund 030 - Juvenile 160/170 - TRT 200 - ARPA 220 - Justice Court 255 -Sheriff's Office 274 - Health Services 295 - CDD 325 - Road 355 - Adult P&P 465 - Road CIP 610 - Solid Waste 615 - Fair & Expo 616 - Annual County Fair 617 - Fair & Expo Capital Reserve 618 - RV Park 619 - RV Park Reserve 670 - Risk Management 705 - 911 999 - Other TOTAL TRANSFERS (20,871,416) (19,890,038) 95% ; (20,963,314) (13,872,992) 66% ; (20,824,540) 99% ; 6,452,997 6,452,997 100% ; 6,678,013 4,482,000 67% ; 6,678,013 100% ; (6,021,446) (5,874,627) 98% (8,575,254) (4,673,802) 55% ; ; (8,070,359) 94% ; - - ; (5,022,145) (400,000) 8% ; (400,000) 8% ; 263,217 224,696 85% ; 364,688 243,120 67% ; 364,688 100% ; 3,448,587 3,449,109 100% ; 3,377,587 2,273,247 67% ; 3,377,587 100% ; 8,007,942 5,850,465 73% ; 8,026,456 4,163,697 52% ; 7,146,045 89% ; (911,585) (835,505) 92% ; 466,530 114,440 25% ; 672,799 144% ; (12,330,136) (12,330,136) 100% ; (12,700,000) (7,700,000) 61% ; ; (12,700,000) 100% ; 267,532 267,532 100% ; 510,950 307,304 60% ; 510,950 100% ; 14,230,313 12,238,662 86% ; 12,500,000 5,000,000 40% ; 12,500,000 100% ; (5,299,665) (3,453,962) 65% (2,613,962) (1,309,304) 50% ; (2,613,962) 100% ; 704,127 621,827 88% ; 875,681 583,784 67% ; 841,929 96% ; (156,706) (156,706) 100% ; (34,503) (23,000) 67% ; (34,503) 100% ; 1,149,827 1,113,829 97% `, 824,187 582,776 71% ; 809,723 98% ; (81,566) (81,566) 100% ; 128,436 138,952 108% ; ; 128,436 100% ; 261,750 261,566 100% ; 51,564 34,376 67% ; 51,564 100% ; (3,500) (3,500) 100% ; (153,500) (120,328) 78% ; ; (153,500) 100% ; (59,900) (59,900) 100% ; - - ; - 10,959,373 12,205,258 111% ; 16,258,586 10,175,730 63% ; 11,715,130 72% ; 9,745 - 0 I �1ES` OG ` 2� Budget to Actuals - Countywide Summary Q All Departments 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 ENDING FUND BALANCE Budget Actuals % Budget Actuals Projection % 001 - General Fund 11,239,637 13,984,329 124% ; 12,115,095 26,651,015 13,903,104 115% ; 030 - Juvenile 634,663 1,528,688 241% ; 710,902 1,374,395 1,185,285 167% ; 1601170 - TRT 4,000,000 4,527,362 113% ; 1,801,675 3,783,043 2,000,000 111% ; 200 - ARPA - 401,204 999% ; - 7,575,235 19,559 999% ; 220 - Justice Court 22,066 - 0% ; 67,858 23,150 76,545 113% ; 255 -Sheriff's Office 7,024,650 11,001,214 157% ; 7,295,992 30,189,608 11,152,425 153% ; 274 - Health Services 6,045,519 12,519,113 207% ; 7,480,011 189354,833 10,971,024 147% ; 295 - CDD 1,627,134 1,322,717 81% ; 1,975,730 999,672 15000,000 51% ; 325 - Road 2,262,898 7,351,679 325% ; 2,370,201 8,666,025 5,254,416 222% ; 355 - Adult P&P 1,925,640 3,010,934 156% ; 1,470,524 2,107,212 2,524,479 172% ; 465 - Road CIP 12,334,484 23,347,907 189% ; 9,918,979 15,155,992 ; 15,534,050 157% ; 610 - Solid Waste 556,359 2,743,514 493% ; 1,393,600 5,126,041 3,023,008 217% ; 615 - Fair & Expo 315,960 547,764 173% ; 32,617 586,817 425,265 999% ; 616 - Annual County Fair 225,358 521,447 231% ; 228,205 786,328 632,990 277% ; 617 - Fair & Expo Capital 1,587,183 2,757,229 174% ; 2,391,825 3,218,860 ; 2,689,840 112% ; Reserve 1 1 i 618 - RV Park 1 82,920 166,640 6 201% ; 135,220 265,213 248,505 184% ; 619 - RV Park Reserve 1,340,766 1,469,559 110% ; 1,284,317 1,515,811 1,388,023 108% ; 670 - Risk Management 5,107,351 9,323,307 183% ; 6,466,397 8,778,726 8,105,824 125% ; 675 - Health Benefits 3,815,139 6,107,998 160% ; 3,809,575 7,838,734 6,612,677 174% ; 705 - 911 8,926,080 13,393,950 150% ; 12,122,906 16,572,143 13,010,617 107% ; 999 -Other 56,5965539 109,244,434 193% ; 105,016,103 136,422,139 112,032,295 107% ; TOTAL FUND BALANCE 1255670,346 225,2707989 179% ; 178,087,732 295,990,991 ; 211,789,930 119% ; Q`1?1 u1E5C0G2< Budget to Actuals Report General Fund - Fund 001 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Property Taxes - Current 34,467,173 34,606,785 100% ; 37,400,000 36,823,452 98% ; 38,135,987 102% 735,987: A Property Taxes - Prior 301,000 334,760 111% 318,000 290,574 91% 318,000 100% Other General Revenues 1 3,591,874 4,310,996 120% ! 3,480,844 2,945,138 85% t 3,693,834 106% 212,990' Assessor 964,246 I 713,767 74% s 775,350 418,215 I I 54% 1 775,350 100% , I Clerk 2,298,566 t 1,451,801 63% = 1,259,595 802,362 I t 64% 1 1,259,595 100% < 1 BOPTA 14,588 9,434 65% 10,200 5,526 54% 10,200 100% District Attorney 1 1,183,942 1,089,499 92% ! 552,048 453,480 82% a 552,048 100% Tax Office 221,483 120,714 55% 136,000 92,932 68% 136,000 100% Veterans 1 214,836 t 182,018 85% 261,179 97,224 t l 37% = 1 261,179 100% _ 1 B Property Management 215,000 ! 215,058 100% < 215,000 46,667 1 1 22% = I 215,000 100% _ t C TOTAL RESOURCES 43,472,708 43,034,834 99% ; 44,408,216 41,975,570 95% 45,357,193 102% ; 948,977: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Assessor 5,910,478 5,399,847 91% 6,189,597 3,669,115 59% 5,740,134 93% = 449,463, D I Clerk 2,432,710 2,098,659 f 86% 0 2,351,515 1,305,913 I I 56% t 2,296,076 98% 1 55,439- E I BOPTA 92,177 82,488 i 89% 97,522 49,828 i i 51% i 82,705 85% i 14,817= F District Attorney 10,979,839 10,906,691 99% 11,636,672 7,073,252 61% 11,471,525 99% 165,147=1 G Medical Examiner i 438,702 320,660 73% 461,224 213,529 46% V 461,224 100% - i Tax Office 905,262 834,177 I 92% 940,770 602,506 I 64% 1 927,241 99% 13,529- H i Veterans � 809,390 758,902 t 94% 919,283 559,757 1 1 61% 0 937,290 102% _ (18,007); 1 Property Management I 508,359 418,433 ! 82% 539,558 322,777 I I 60% _ 1 1 522,268 97% 17,290- J Non -Departmental 2,260,456 2,237,744 99% 2,019,666 1,639,214 81% 2,175,416 108% (155,750) TOTAL REQUIREMENTS 24,337,373 23,057,601 95% ; 25,155,807 15,435,892 61% ; 24,613,879 98% 541,928: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In 260,000 260,439 100% = 103,790 64,856 62% 103,790 100% K Transfers Out (21,131,416) (20,150,477) 95% a (21,067,104) (13,937,848) 66% _ (20,928,330) 99% a 138,774= TOTAL TRANSFERS (20,871,416) (19,890,038) 95% (20,963,314) (13,872,992) 66% ; (20,824,540) 99% ; 138,774: FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 12,975,718 13,897,135 107% = 13,826,000 13,984,330 101% 13,984,330 101% 158,330, Resources over Requirements 19,135,335 19,977,233 19,252,409 26,539,678 20,743,314 1,490,905 Net Transfers - In (Out) (20,871,416) (19,890,038) (20,963,314) (13,872,992) a (20,824,540) 138,774 1 P I I 1 1 TOTAL FUND BALANCE $ 11,239,637 $ 13,984,330 124% ; $ 12,115,095 $ 26,651,015 220% ; ; $ 13,903,104 115% ; $1,788,009: A Current year taxes received primarily in November, February and May; actual FY23-24 TAV is 5.59% over FY22-23 vs. 4.90% budgeted. B Oregon Dept. of Veteran's Affairs grant reimbursed quarterly C Interfund land -sale management revenue recorded at year-end D Projected Personnel savings based on FY24 average vacancy rate of 11.4% E Projected Personnel savings based on FY24 average vacancy rate of 3.4% F Projected Personnel based on vacancy savings to date G Projected Personnel savings based on FY24 average vacancy rate of 3.4% H Projected Personnel based on vacancy savings to date I Projected Personnel based on overage to date J Projected Personnel based on vacancy savings to date K Final payment to the General Fund from Finance Reserves for ERP Implementation O`�v(ES CpG2< Budget to Actuals Report Juvenile - Fund 030 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance OYA Basic & Diversion 525,049 459,333 87% 476,611 231,249 49% 477,422 100% = 811, A ODE Juvenile Crime Prev 123,000 107,720 88% 106,829 51,174 48% ! 112,772 106% ! 5,943! B Leases 86,000 90,228 105% ! 90,228 62,560 69% ! ! 90,228 100% ! E Gen Fund -Crime Prevention 89,500 89,500 100% ! 89,500 - 0% ! ! 89,500 100% ! a Inmate/Prisoner Housing ! 55,000 127,050 231% ! 75,000 33,840 45% ! ! 52,000 69% ! (23,000); C Miscellaneous 42,500 66,375 156% ! 56,500 38,765 69% ! ! 56,500 100% s DOC Unif Crime Fee/HB2712 49,339 50,462 102% ! 52,000 26,680 51% ! ! 52,000 100% ! Interest on Investments 6,815 29,441 432% ! 37,500 34,353 92% ! ! 49,530 132% ! 12,030! OJD Court Fac/Sec SB 1065 15,000 12,420 83% ! 15,000 8,098 54% ! ! 13,000 87% ! (2,000); D Food Subsidy ! 10,000 13,116 131% ! 10,000 5,890 59% ! ! ' 10,000 100% ! p Contract Payments 8,000 5,285 66% ! 5,000 2,733 55% _ 5,000 100% ! s TOTAL RESOURCES 1,010,203 1,050,931 104% ; 1,014,168 495,341 49% ; 1,007,952 99% ; (6,216); REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 6,292,271 5,995,923 95% 6,852,966 4,146,909 61% 6,452,583 94% 400,383, E Materials and Services 1,527,992 1,394,956 91% ! 1,599,048 955,460 60% ! ! 1,547,520 97% ! 51,528! F Capital Outlay 108,275 106,487 98% ! 29,265 29,265 100%! ! 29,265 100%! G TOTAL REQUIREMENTS ; 7,928,538 7,497,365 95% ; 8,481,279 5,131,635 61% 8,029,368 95% ; 451,911' TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- General Funds 6,529,064 6,529,064 100% 6,798,630 4,532,408 67% 6,798,630 100% Transfers Out - - p ( 45,000 ) - 0% ! ! 45, 000 ( ) 100% " s Transfers Out-Veh Reserve (76,067) (76,067) 100% ! (75,617) (50,408) 67% ! (75,617) 100% ! TOTAL TRANSFERS 6,452,997 6,452,997 100% ; 6,678,013 4,482,000 67% ; 6,678,013 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 1,100,001 1,522,125 138% = 1,500,000 1,528,688 102% 1,528,688 102% 28,688, Resources over Requirements ! (6,918,335) (6,446,434) ! (7,467,111) (4,636,294) ! ! (7,021,416) ! 445,695! Net Transfers - In (Out) ! 6,452,997 6,452,997 ! 6,678,013 4,482,000 ! ! 6,678,013 TOTAL FUND BALANCE $ 634,663 $ 1,528,688 241% ; $ 710,902 $ 1,374,395 193% ; $ 1,185,285 167% ; $474,383: A Final State Grant allocation for 23-25 Biennium B Final State Grant allocation for 23-25 Biennium C Out of county utlization is lower than anticipated. Flucuates depending on other County needs. D Based on fees and current trends. E Projected Personnel savings based on FY24 average vacancy rate of 7.5% F Materials and services projections based on current spending trends. G Detention security upgrade project. Additional technology and upgrade requirements. o`�0-(ES C0 Budget to Actuals Report TRT - Fund 160/170 FY24 YTD February 29, 2024 (unaudited) RESOURCES Room Taxes Interest on Investments Miscellaneous TOTAL RESOURCES 66.7% Year Complete Fiscal Year 2023 1 Fiscal Year 2024 Budget Actuals % Budget Actuals % Projection % $ Variance 13,580,874 � 12,652,871 93% a I 12,630,000 9,587,951 76% I I 12,220,000 97% 1 (410,000); A 50,408 95,656 190% 121,790 76,603 63% _ 111,963 92% 1 (9,827); 1 - P 161 - f l 307 308 I I 308, 13,631,282 12,748,688 94% 12,751,790 9,664,861 76% ; 12,332,271 97% ; (419,519); REQUIREMENTS Budget Actuals % Budget Actuals % COVA 3,675,886 3,417,576 93% = m 3,378,641 2,411,510 71% Grants & Contributions I 5,600,000 4,600,000 82% 3,000,000 3,000,000 100% e I Administrative 225,508 183,956 ! 82% = 262,395 151,477 i 58% E I Interfund Charges 3,574,573 3,574,573 1 100% = 213,587 142,391 I 67% Software 1 47,251 46,125 98% 47,600 30,000 63% TOTAL REQUIREMENTS ; 13,123,218 11,822,231 90% ; 6,902,223 5,735,378 83% ; TRANSFERS Budget Actuals % Budget Actuals % Transfer Out - RV Park (20,000) (20,000) 100% (20,000) (13,328) 67% Transfer Out - Annual Fair i (75,000) (75,000) i 100% _ (75,000) (50,000) 1 67% Transfer Out - Justice Court I (263,217) (224,696) f 85% _ (364,688) (243,120) ! 67% E Transfer Out - Health (418,417) (418,417) 100% (368,417) (245,608) 67% Transfer Out - F&E Reserve ! (501,683) (465,685) s 93% E (462,119) (308,072) 67% 3 Transfer Out - General County - (723,720) (482,480) 67% Reserve Transfer Out - F&E (1,091,342) (1,019,042) 93% (1,009,023) (672,672) 67% Transfer Out - Courthouse Debt 1 - - 1 (1,900,500) (224,002) 1 12% Service Transfer Out - Sheriff (3,651,787) (3,651,787) 100% (3,651,787) (2,434,520) 67% TOTAL TRANSFERS (6,021,446) (5,874,627) 98% (8,575,254) (4,673,802) 55% ; FUND BALANCE Budget Actuals % Budget Actuals % Beginning Fund Balance 9,513,382 9,475,532 100% 4,527,362 4,527,362 100% 1 Resources over Requirements 508,064 926,457 5,849,567 3,929,482 Net Transfers - In (Out) (6,021,446) (5,874,627) (8,575,254) (4,673,802) TOTAL FUND BALANCE $ 4,000,000 $ 4,527,362 113% ; $ 1,801,675 $ 3,783,043 210% ; A Room tax revenue down 3.3% from FY23 B Payments to COVA based on a percent of TRT collections C Includes contributions of $2M to Sunriver Service District and $1 M to Mt. Bachelor D The balance of the 1 % F&E TRT is transferred to F&E reserves Projection % $ Variance 3,265,692 97% 112,949� B I 1 3,000,000 100% _ C I ! 1 262,395 100% 1 1 1 213,587 100% I f ! 47,600 100% 6,789,274 98% 112,949: Projection % $ Variance (20,000) 100% 1 (75,000) I 100% , 1 1 (364,688) I 100% , 1 f (368,417) f 100% P I (447,655) 97% 14,464, D (1,409,541) I 195% 1 (685,821)= E (975,271) 97% 33,752: I (758,000) 1 40% 1,142,500=1 F (3,651,787) 100% (8,070,359) 94% ; 504,895: Projection % $ Variance 4,527,362 100% 01 1 I 1 5,542,997 (306,570); (8,070,359) 504,895� 1 1 1 $ 2,000,000 111% ; $198,325: E Includes the amount from the reduction in first year debt service and reserved for future debt payments, less adjustment for the decrease in revenues. F First year debt service and bond issuance costs are lower than originally estimated during FY24 budget development. o`�v(ES c0G2< Budget to Actuals Report ARPA — Fund 200 FY24 YTD February 29, 2024 (unaudited) 66.7% Year Complete Fiscal Year 2023 1 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance State & Local Coronavirus Fiscal 14,662,784 9,516,992 9,516,992 100% 9,516,992 100% Recovery Funds Local Assistance & Tribal - 4,622,145 - 0% a - 0% _ (4,622,145): Consistency a Interest on Investments 105,186 293,106 279% e 319,460 171,583 54% ` 254,570 80% (64,890)a p TOTAL RESOURCES ; 9 105,186 14,955,890 999% ; 14,458,597 9,688,575 67% ; ; 9,771,562 68% (4,687,035); REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Services to Disproportionately 15,394,824 11,733,287 76% 6,538,263 1,474,511 23% 6,538,263 100% Impacted Communities Administrative 4,317,328 144,531 3% 1,719,694 92,437 5% 1,635,245 95% 84,449: s Infrastructure 1,634,710 860,474 53% 766,410 111,905 15% 766,410 100% ° Public Health 882,922 997,337 113% 560,926 285,691 51% f a 560,926 100% Negative Economic Impacts 899,577 927,155 103% ! 252,363 150,000 59% 252,363 100% TOTAL REQUIREMENTS 23,129,361 14,662,784 63% ; 9,837,656 2,114,544 21% 9,753,207 99% 84,449: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers Out - - e (5,022,145) (400,000) 8% (400,000) 8% E 4,622,145, TOTAL TRANSFERS - - ; (5,022,145) (400,000) 8% (400,000) 8% ; 4,622,145: FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 23,024,175 108,098 0% 401,204 401,204 100% 401,204 100% = 01 Resources over Requirements (23,024,175) 293,106 ! 4,620,941 7,574,031 18,355 ! (4,602,586) Net Transfers - In (Out) g - E (5,022,145) (400,000) I I (400,000) 1 4,622,145� I TOTAL FUND BALANCE _ $ 401,204 999% ; - $ 7,575,235 999% ; ; $ 19,559 999% ; $19,559: TES C0G2� Budget to Actuals Report Justice Court -Fund 220 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Court Fines & Fees 525,000 517,489 99% 525,000 332,808 63% a 525,000 100% Interest on Investments I 32 513 999% a 540 1,098 203% 1,550 287% 1,010e TOTAL RESOURCES 525,032 518,001 99% 525,540 333,906 64% ; 526,550 100% ; 1,010; REQUIREMENTS Budget Personnel Services 604,648 I Materials and Services 161,535 TOTAL REQUIREMENTS ; 766,183 TRANSFERS Budget Transfers In - TRT 263,217 TOTAL TRANSFERS 263,217 Actuals % 592,149 98% 150,549 93% 742,697 97% Actuals % 224,696 85% 224,696 85% ; Budget Actuals % Projection % $ Variance 651,767 437,719 67% 644,090 99% 7,677� ! ! 170,603 116,158 68% E , 1 170,603 100% ° A 822,370 553,877 67% ; ; 814,693 99% 7,677; Budget Actuals % P 364,688 243,120 67% e 364,688 243,120 67% ` Projection % $ Variance 364,688 100% 364,688 100% ; Resources over Requirements 6 (241,151) (224,696) s (296,830) (219,970) E (288,143) ! 8,687° Net Transfers - In (Out) 263,217 224,696 364,688 243,120 364,688 TOTAL $ 22,066 - 0% $ 67,858 $ 23,150 34% ; $ 76,545 113% ; $8,687: A One time yearly software maintenance fee paid in July for entire fiscal year Budget to Actuals Report Sheriff's Office - Fund 255 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance LED #1 Property Tax Current 30,282,049 30,424,303 100% = 38,006,062 36,734,903 97% 38,006,062 100% = A LED #2 Property Tax Current 13,400,541 13,405,210 100% ; 15,189,654 14,681,339 97% 15,189,654 100% I B Sheriffs Office Revenues 5,307,630 6,093,977 115% a 4,583,572 2,935,520 64% a 4,7539032 104% 1699460g LED #1 Property Tax Prior 330,000 277,442 84% 330,000 249,568 76% 330,000 100% LED #1 Interest 89,119 283,971 319% 264,000 323,452 123% _ ! 465,020 176% = 201,020e LED #2 Property Tax Prior 145,000 114,469 79% 120,000 106,841 89% 120,000 100% LED #2 Interest 22,716 73,353 323% s 65,000 85,474 131% 120,150 185% = 55,1% TOTAL RESOURCES 49,577,055 50,672,726 102% ; 58,558,288 55,117,097 94% ; 58,983,918 101% ; 425,630; REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Digital Forensics 808,610 856,836 106% = 1,221,145 835,434 68% 1,332,207 109% (111,062); Concealed Handgun Licenses 335,044 345,454 103% 624,277 276,617 44% 455,522 73% 168,755� Rickard Ranch 264,871 278,671 105% 334,232 203,433 61% a 367,120 110% (32,888)! Sheriffs Services 5,863,885 5,196,628 89% 5,771,949 3,445,241 60% 5,377,882 93% 394,067! Civil/Special Units 1,168,300 1,102,770 94% 1,019,021 734,179 72% 1,107,451 109% (88,430)< Automotive/Communications ! 3,765,888 3,635,006 97% a 4,574,918 2,631,928 58% 4,491,092 98% 83,826, Detective 3,583,825 4,105,995 115% 4,773,538 2,768,084 58% 4,348,397 91% 425,141! Patrol 14,880,315 14,858,735 100% = 16,270,6411 9,540,578 59% a 16,045,693 99% 224,94& Records 904,493 687,442 76% 855,590 451,763 53% ! 724,960 85% 130,630� Adult Jail 22,809,320 20,842,708 91% 23,784,474 13,271,578 56% P 21,429,822 90% 2,354,652! Court Security 424,769 598,098 141% 600,590 379,726 63% 582,556 97% 189034! Emergency Services 829,997 545,477 66% 808,931 437,412 54% t 663,495 82% 145,436: Special Services 2,047,792 2,374,496 116% 2,779,458 1,8369916 66% 2,788,111 100% (8,653) Training 1,907,588 1,9869740 104% R 1,537,498 793,508 52% 1,355,455 88% 182,043! Other Law Enforcement 820,836 958,658 117% = 634,835 595,551 94% 1,090,531 172% B (455,696)! B Non - Departmental - - 0% 50,000 - 0% 50,000 100% TOTAL REQUIREMENTS 60,415,533 58,373,715 97% ; 65,641,097 38,201,950 58% 62,210,294 95% 3,430,803: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfer In -TRT 3,651,787 3,651,787 100% 3,651,787 2,434,520 67% 3,651,787 100% Transfer In -General Fund 70,000 70,000 100% - Transfers Out - - (6,500) 0% (6,500) 100% Transfers Out - Debt Service (273,200) (272,678) 100% (267,700) (161,273) 60% (267,700) 100% TOTAL TRANSFERS 3,448,587 3,449,109 100% ; 3,377,587 2,273,247 67% ; 3,377,587 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 14,414,541 15,253,094 106% 11,001,214 11,001,214 100% 11,001,214 100% 0= Resources over Requirements (10,838,478) (7,700,989) (7,082,809) 16,915,147 (3,226,376) 3,856,433 Net Transfers - In (Out) 3,448,587 3,449,109 3,377,587 2,273,247 3,377,587 TOTAL FUND BALANCE $ 7,024,650 $ 11,001,214 157% ; $ 7,295,992 $ 30,189,608 414% ; ; $ 11,152,425 153% ; $3,856,433. A Current year taxes received primarily in November, February and May B Current year taxes received primarily in November, February and May 31ES ` 0 �< Budget to Actuals Report C� -wimHealth Services - Fund 274 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance State Grant OHP Capitation State Miscellaneous OHP Fee for Service Local Grants Environmental Health Fees Federal Grants Patient Fees Other State - Medicaid/Medicare Medicaid Vital Records Interest on Investments State - Medicare Liquor Revenue State Shared- Family Planning Interfund Contract- Gen Fund Revenue Not Assigned Divorce Filing Fees TOTAL RESOURCES 22,223,536 18,578,578 84% 23,707,980 16,050,965 68% 12,882,624 12,088,181 94% 0 16,494,114 11,864,494 72% a a 8,901,719 7,751,386 87% 5,521,715 3,664,911 66% 3,232,620 5,287,409 164% = 4,947,581 3,470,307 70% 2,332,031 2,054,936 88% I 1,567,894 2,191,945 140% € 1,238,499 1,335,280 108% 1,478,906 1,291,736 87% 2,615,634 2,390,105 91% 1,440,560 618,671 43% 615,644 748,534 122% 1,087,790 564,341 52% F 1,169,317 1,976,339 169% ; 1,061,371 1,479,084 139% e 807,530 1,197,300 148%' 1,034,491 669,988 65% g § 430,863 746,146 173% ; 431,000 490,528 114% a P § § 300,000 354,158 118% a 315,000 211,757 67% § 97,750 390,781 400% 262,007 455,906 174% § 337,614 234,401 69% 209,500 155,390 74% § 177,574 161,412 91% 177,574 102,805 58% § 125,000 152,985 122% ! 158,000 49,530 31% 8 § § 127,000 127,000 100% = 127,000 - 0% E § 173,030 63,178 37% - - 57,787,985 55,638,108 96% ; 60,022,483 43,332,357 72% ; 20,911,647 88% (2,796,333): 17,416,057 106% 921,943e I I 5,164,038 94% a (357,677); 4,832,777 98% _ (114,804); I I 2,111,367 135% = 543,473= 1,517,060 103% ! 38,154! 1,287,923 89% a (152,637)! 835,854 77% (251,936)i 1,957,697 184% = 896,326a 981,083 95% (53,408); 753,293 175% ' 322,293< 318,838 101% ° 3,838, 651,590 249% = 389,583! 232,135 111% a 22,635- 177,574 100% ; 77,637 49% s (80,363); 127,000 100% I 1 I I 59,353,570 99% ; (668,913); REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Administration Allocation - _ 999% Personnel Services § 50,658,752 48,187,764 95% ! 50,537,530 32,462,275 64% a 51,471,017 102% F (933,487); Materials and Services § 19,393,800 14,220,207 73% 21,101,414 9,099,292 43% I 16,329,819 77% 4,771,595; Capital Outlay I 926,575 504,137 54% 347,500 98,768 28% 246,870 71% ! 100,630, TOTAL REQUIREMENTS ; 70,979,127 62,912,108 89% 71,986,444 41,660,335 58% 68,047,705 95% 3,938,739; TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- General Fund 6,608,245 5,648,912 85% 6,780,140 4,520,016 67% _ 6,694,620 99% (85,520); Transfers In-OHP Mental Health 1,473,586 345,442 23% ! 2,210,573 160,933 7% 995,931 45% (1,214,642); Transfers In - TRT § 418,417 418,417 100% @ 368,417 245,608 67% I 368,417 100% Transfers Out § (492,306) (562,306) 114% (1,332,674) (762,861) 57% (912,923) 69% 419,751 TOTALTRANSFERS 8,007,942 5,850,465 73% 8,026,456 4,163,697 52% ; 7,146,045 89% ; (880,411); FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 11,228,719 13,942,649 124% 11,417,516 12,519,113 110% _ 12,519,114 110% 1,101,59& Resources over Requirements (13,191,142) (7,274,000) (11,963,961) 1,672,023 (8,694,135) 3,269,826! Net Transfers - In (Out) I 8,007,942 5,850,465 1 8,026,456 4,163,697 I I 7,146,045 (880,411) 1 I TOTAL FUND BALANCE ; $ 6,045,519 $ 12,519,113 207% ; $ 7,480,011 $ 18,354,833 245% ; $ 10,971,024 147% ; $3,491,013: O'iv(ES SC OG2< Budget to Actuals Report Health Services - Admin -Fund 274 FY24 YTD February 29, 2024 (unaudited) RESOURCES OHP Capitation Interest on Investments State Grant Other Federal Grants TOTAL RESOURCES REQUIREMENTS 66.7% Year Complete Fiscal Year 2023 Fiscal Year 2024 Budget Actuals % Budget Actuals % Projection % $ Variance 367,074 367,074 100% 435,349 314,736 72% a 435,349 100% = s 97,750 390,781 400% a 262,007 455,906 174% a 651,590 249% 389,583a F 379,180 142,133 37% 160,000 207,433 130% 160,000 100% A F 160,495 33,725 21% 9,000 140,215 999% ; s 154,313 999% = s 145,313! B d F 454,405 592,179 130% - - 1,458,904 1,525,892 105% ; 866,356 1,118,291 129% ; ; 1,401,252 162% ; 534,896: Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 6,738,820 6,093,176 90% 6,519,513 4,142,616 64% s 6,572,760 101% a (53,247)r C Materials and Services F 6,998,683 6,732,321 96% 7,546,752 4,903,410 65% 7,574,093 100% ; (27,341)= Capital Outlay 12,000 - 0% 43,750 - 0% _ 43,750 100% Administration Allocation (11,228,846) (11,228,846) 100% f (12,608,709) - 0% i (12,614,368) 100% s 5,659, TOTAL REQUIREMENTS ; 2,520,656 1,596,650 63% 1,501,306 9,046,026 603% ; ; 1,576,235 105% ; (74,929); TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- OHP Mental Health 80,771 80,771 100% = 81,250 - 0% 81,250 100% Transfers Out (230,635) (230,635) 100% a (300,174) (200,112) 67% _ _ (300,174) 100% TOTAL TRANSFERS (149,864) (149,864) 100% ; (218,924) (200,112) 91% ; (218,924) 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 3,884,332 4,007,465 103% 7 Resources over Requirements (1,061,752) (70,758) Net Transfers - In (Out) s (149,864) (149,864) s TOTAL FUND BALANCE e $ 2,672,716 $ 3,786,843 142% 3,665,544 3,786,843 103% 3,786,844 103% 121,300: i € f (634,950) (7,927,735) o s (174,983) P 459,967: (218,924) (200,112) (218,924) $ 2,811,670 ($ 4,341,004) -154%; ; $ 3,392,937 121% ; $581,267: A Projection includes adjustment for anticipated unearned revenue. Amounts will be finalized at fiscal year-end. B Includes carryforward of $125k in unspent FY23 PacificSource Behavioral Health Workforce Diversity Grant. C Personnel projections over budget due to increased health and benefit charges. Budget adjustment to move contingency to personnel services expected at fiscal year-end. Projections include anticipated 3% vacancy. 0-(ESC,0 Budget to Actuals Report Health Services - Behavioral Health - Fund 274 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance State Grant 15,718,843 12,660,784 81% 17,967,689 12,546,981 70% e 14,670,922 82% _ (3,296,767); A OHP Capitation 12,515,550 11,721,107 94% a 16,058,765 11,549,757 72% 16,886,708 105% = 827,943a B OHP Fee for Service 3,214,360 5,256,164 164% ; 4,927,331 3,450,945 70% 4,807,813 98% s (119,518) State Miscellaneous 8,027,373 7,063,393 88% 4,653,004 3,508,916 75% = 4,641,114 100% a (11,890); C Local Grants 1,475,139 1,262,473 86% 1,348,943 1,407,017 104% ! = 1,462,019 108% 113,076, D Federal Grants 2,017,169 1,636,693 81% 1,285,560 566,349 44% _ 1,164,079 91% a (121,481)a E Other 719,670 730,175 101% ! 631,245 472,513 75% e a 684,934 109% 53,689! Patient Fees 519,344 607,872 117% f 448,500 418,719 93% s 621,498 139% 172,998! Medicaid 430,863 746,146 173% ` 431,000 490,528 114% a 753,293 175% a 322,293! F State - Medicare 337,614 234,401 69% 209,500 155,390 74% ' 232,135 111% 22,635: Liquor Revenue 177,574 161,412 91% 177,574 102,805 58% a 177,574 100% Interfund Contract- Gen Fund 127,000 127,000 100% 127,000 - 0% ' 127,000 100% Revenue Not Assigned - - _ Divorce Filing Fees 173,030 63,178 37% a - - TOTAL RESOURCES 45,453,529 42,270,797 93% ; 48,266,111 34,669,921 72% ; 46,229,089 96% ; (2,037,022); REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Administration Allocation 8,265,132 8,265,132 100% = 9,521,531 - 0% _ 9,527,189 100% _ (5,658); Personnel Services 32,453,031 31,307,705 96% 32,139,452 20,736,632 65% _ 32,984,253 103% (844,801); G Materials and Services 9,948,652 5,531,099 56% 11,275,204 3,177,871 28% 6,506,038 58% 4,769,166� H Capital Outlay 497,443 312,691 63% 160,250 56,392 35% 91,392 57% 68,858! TOTAL REQUIREMENTS ; 51,164,258 45,416,627 89% ; 53,096,437 23,970,894 45% 49,108,872 92% ; 3,987,565: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In -General Fund 2,231,439 1,440,767 65% 2,231,439 1,487,584 67% 2,145,919 96% (85,520); Transfers In-OHP Mental Health 1,392,815 264,671 19% 1,809,358 - 0% E 594,716 33% (1,214,642); 1 Transfers Out (152,921) (196,921) 129% (481,000) (562,749) 117% (562,749) 117% _ (81,749) J TOTAL TRANSFERS 3,471,333 1,508,517 43% ; 3,559,797 924,835 26% 2,177,886 61% ; (1,381,911); FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 4,788,795 6,317,144 132% ° 3,989,589 4,679,830 117% 4,679,830 117% 690,241- Resources over Requirements (5,710,729) (3,145,830) ! (4,830,326) 10,699,026 (2,879,783) 1,950,543 Net Transfers - In (Out) 3,471,333 1,508,517 3,559,797 924,835 2,177,886 (1,381,911) TOTAL FUND BALANCE 1 $ 2,549,399 $ 4,679,830 184% ; $ 2,719,060 $ 16,303,692 600% ; $ 3,977,933 146% ; $1,258,873: A Projections include estimated adjustments for anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end. B Capitation coming in higher than budgeted. OHP enrollment redetermination budgeted at 13%, and revised estimates projected to be 8.9%. C Projection less than budget primarily related to lower I/DD match anticipated than originally budgeted, and includes $188K for new OHA Community Navigator Pilot program. Budget resolution coming to the Board end of March. Projections include estimated adjustments for anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end. D Additional funds received for COHC QIM ($387K). Grant funds will be reconciled at end of year, and projections include estimated adjustments for anticipated unearned revenue, including: COHC Older Adults projected under budget by ($211 K) and City of Bend MCAT ($68K). Exact amounts will be finalized at fiscal year-end. E Projections include estimated adjustments for anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end. F CCBHC rebased rates increasing revenue above budgeted amounts. G Personnel projections over budget due to increased health and benefit charges, lower than budgeted vacancy rates, and workforce stipends. It also includes 2 additional FTE with new OHA Community Navigator Pilot not yet budgeted; resolution forthcoming at end of March. Budget adjustment to move contingency to personnel services expected at fiscal year-end. H $3.8 million originally budgeted for HB 5502 BH Housing Grant removed for FY24. I Only $165K of originally -budgeted $1.4M for La Pine Community Health Clinic anticipated in FY24. Remainder expected to be incurred during FY25. J Projections over budget includes $150K transfer for expenses of North County originally budgeted in FY23. 01ES `oGz� Budget to Actuals Report Health Services - Public Health - Fund 274 66 7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance State Grant Environmental Health Fees State - Medicaid/Medicare State Miscellaneous Patient Fees Other Vital Records Local Grants State Shared- Family Planning Federal Grants OHP Fee for Service OHP Capitation TOTAL RESOURCES REQUIREMENTS 6,125,513 5,775,661 94% 5,580,291 3,296,551 59% a 6,080,725 109% = 500,434: A 1,238,499 1,335,280 108% ! 1,478,906 1,291,736 87% _ 1,517,060 103% t 38,154! 807,530 1,197,300 148% 1,034,491 669,988 65% 981,083 95% (53,408)1 B 874,346 687,993 79% s 868,711 155,995 18% a 522,924 60% (345,787); C 96,300 140,662 146% = 639,290 145,622 23% 214,356 34% a (424,934); D 289,152 1,212,439 419% 421,126 866,355 206% 1,118,450 266% 697,324� E 300,000 354,158 118% 315,000 211,757 67% 318,838 101% 3,838! 856,892 792,463 92% a 218,951 784,928 358% ! 649,348 297% ! 430,397� F 125,000 152,985 122% a 158,000 49,530 31% 77,637 49% (80,363); 144,060 161,233 112% 155,000 52,322 34% ! 123,844 80% _ (31,156) 18,260 31,245 171% ! 20,250 19,362 96% a ! s 24,964 123% s ! 4,714; - - ` - 94,000 94,000 10,875,552 11,841,419 109% ; 10,890,016 7,544,146 69% 11,723,229 108% ; 833,213: Budget Actuals % Budget Actuals % Administration Allocation 2,963,714 2,963,714 100% = 3,087,178 - 0% ! Personnel Services ! 11,466,901 10,786,883 94% ! 11,878,565 7,583,027 64% Materials and Services ! 2,446,466 1,956,788 80% 2,279,458 1,018,012 45% Capital Outlay 417,132 191,446 46% 143,500 42,376 30% F TOTAL REQUIREMENTS 17,294,213 15,898,830 92% ; 17,388,701 8,643,414 50% TRANSFERS Projection % $ Variance 3,087,178 100% 11,914,004 100% ; (35,439)' G 2,249,688 99% 29,770< 111,728 78% 31,772! 17,362,598 100% ; 26,103: Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- General Fund 4,376,806 4,208,145 96% a 4,548,701 3,032,432 67% 4,548,701 100% Transfers In - TRT 418,417 418,417 100% 368,417 245,608 67% _ 368,417 100% a ! Transfers In- OHP Mental Health � - ! - 319,965 160,933 50% ! 319,965 100% " Transfers Out ! (108,750) (134,750) 124% (551,500) - 0% (50,000) 9% 501,5W H TOTAL TRANSFERS 4,686,473 4,491,812 96% ; 4,685,583 3,438,973 73% 0 5,187,083 111% ; 501,500; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 2,555,592 3,618,039 142% 3,762,383 4,052,440 108% 4,052,440 108% 290,057= Resources over Requirements (6,418,661) (4,057,412) (6,498,685) (1,099,268) a (5,639,369) 859,316! ! Net Transfers - In (Out) 4,686,473 4,491,812 4,685,583 3,4381973 5,187,083 501,5W TOTAL FUND BALANCE ; $ 823,404 $ 4,052,440 492% ; $ 1,949,281 $ 6,392,145 328% ; ; $ 3,600,154 185% ; $1,650,873; A Projections over budget primarily related to carryforward of OHA COVID funds to be expended by June 2024. Projections include estimated adjustments for anticipated unearned revenue. Exact amounts will be finalized at fiscal year-end. B Medicaid trending lower than budgeted. C EISO Grant ($369K) budgeted as state miscellaneous, but converted to a program element (PE73). Funding coming through state grant line item. D Patient Insurance Fees trending lower than budgeted, primarily in the new Family Connects Oregon program. E Projections include Opioid Settlement Payments ($679K). F Includes funds from Central Oregon Health Council quality incentive metrics ($267K). Projection includes adjustment for anticipated unearned revenue. Amounts will be finalized at fiscal year-end. G Personnel projections over budget due to increased health and benefit charges. Budget adjustment to move contingency to personnel services expected at fiscal year-end. Projections include anticipated 3% vacancy." H Courtney remodel project delayed into FY25 or FY26. QES `°G2, Budget to Actuals Deport Community Development -Fund 295 FY24 YTD February 29, 2024 (unaudited) 66.7% Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Admin- Operations 153,445 154,886 101%° 157,300 88,674 56% _ 147,200 94% (10,100); Code Compliance 1,171,592 915,867 78% F 1,124,181 527,412 47% 803,452 71% (320,729); A Building Safety 4,821,160 4,118,192 85% 3,991,388 2,153,598 54% _ 3,363,742 84% (627,646); A Electrical ! 1,022,005 769,054 75% 902,175 506,223 56% s 756,975 84% _ (145,200); A Onsite Wastewater ! 1,017,678 718,263 71% 923,880 599,310 65% 868,140 94% (55,740)=A Current Planning 2,425,334 1,966,872 81% 2,304,562 1,041,285 45% s 1,501,615 65% a (802,947); A Long Range Planning ! 1,064,305 812,752 76% s 1,057,354 482,029 46% 728,408 69% (328,946)! A TOTAL RESOURCES 11,675,519 9,455,886 81% ; 10,460,840 5,398,531 52% ; 8,169,532 78% ; (2,291,308); REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Admin - Operations 3,432,980 3,085,363 90% 3,241,288 1,956,784 60% 3,009,751 93% 231,537= B Code Compliance 805,614 714,049 89% 743,931 407,505 55% g 656,912 88% 87,0% B Building Safety 2,538,721 1,866,742 74% = 2,088,542 1,177,319 56% 1,942,934 93% 145,608! B Electrical ! 641,837 538,383 84% ! 583,718 355,922 61% _ ! 566,330 97% 17,388! B Onsite Wastewater ! 753,369 754,829 100% 865,670 504,301 58% ! 743,715 86% 121,9558 B Current Planning 2,062,044 1,613,571 78% 1,857,735 951,301 51% 1,520,001 82% 337,734� B Long Range Planning 998,739 893,682 89% 888,677 482,884 54% 725,405 82% 163,272! B TOTAL REQUIREMENTS 11,233,304 9,466,620 84% 10,269>561 5,836,017 ° 57 /o 9,165,048 89% ; 1,104,513; TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In - CDD Operating Fund Transfers in - General Fund Transfers In - CDD Electrical Reserve Transfers Out Transfers Out - CDD Reserve TOTAL TRANSFERS FUND BALANCE Beginning Fund Balance Resources over Requirements Net Transfers - In (Out) TOTAL FUND BALANCE - - 510,105 162,230 32% 571,971 112% 61,866. 160,000 139,916 87% 100,000 32,228 32% ! 100,000 100% s C ! - 108,670 86,721 56,952 66% 126,799 146% ° 40,078! (112,619) (112,619) 100% (107,544) (71,672) 67% _ (107,544) 100% ! (958,966) (971,472) 101% a (122,752) (65,298) 53% (18,427) 15% 104,325-1 D (911,585) (835,505) 92% ; 466,530 114,440 25% 672,799 144% ; 206,269, Budget Actuals % Budget 2,096,504 2,168,956 103% 1,317,921 442,215 (10,734) 191,279 (911,585) (835,505) 466,530 $ 1,627,134 $ 1,322,717 81% $ 1,975,730 A YTD revenue collection is lower than anticipated due to reduced permitting volumes B Projections reflect unfilled positions and increased health benefits costs C Quarterly transfer for hearings officer actual cost of service D Transfer to reserves per ORS 455.210 and ORS 479.845 Actuals % Projection % $ Variance 1,322,717 100% 1,322,717 100% 4,796, (437,485) (995,516) (1,186,795); 114,440 672,799 206,269; $ 999,672 51% ; ; $ 1,000,000 51% ($975,730); v(ES CpG�< Budget to Actuals Report Road - Fund 325 FY24 YTD February 29, 2024 (unaudited) 66.7% Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Motor Vehicle Revenue 19,483,147 20,563,619 106% 20,648,483 14,303,795 69% 20,648,483 100% Federal - PILT Payment 2,200,000 2,239,616 102% 2,240,000 2,394,054 107% ; 2,394,054 107% e 154,054� A Other Inter -fund Services 1,311,901 1,232,001 94% s 1,450,015 435,652 30% a 1,410,112 97% s (39,903)! Cities-Bend/Red/Sis/La Pine 403,731 969,028 240% 763,171 306,724 40% Q 1,002,906 131% 239,735: Federal Reimbursements - 7,641 689,703 342,290 50% s = 367,290 53% (322,413) Sale of Equip & Material 426,000 385,036 90% 614,500 324,850 53% 476,000 77% (138,500); Interest on Investments 54,172 105,203 194% a 138,031 108,129 78% a 130,060 94% _ (7,971)� Miscellaneous 77,610 65,385 84% 73,808 34,486 47% a ( 46,948 64% (26,860); Mineral Lease Royalties 50,000 105,306 211% 50,000 13,193 26% ! 50,000 100% Assessment Payments (P&I) - 5,175 6,000 10,756 179% E 18,000 300% 12,000 Forest Receipts 882,502 - 0% - - s - State Miscellaneous - 20,000 - TOTAL RESOURCES 24,889,063 25,698,009 103% ; 26,673,711 18,273,928 69% ; 26,543,853 100% ; (129,858); REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 7,802,271 7,346,958 94% 8,406,468 5,332,371 63% 7,961,103 95% 445,365, B Materials and Services 8,246,700 6,385,588 77% 8,600,033 3,860,366 45% 7,913,168 92% 686,865< Capital Outlay i40,O25 90,004 64% i18,260 66,845 57% _ € 66,845 57% 51,415� TOTAL REQUIREMENTS ; 16,188,996 13,822,550 85% ; 17,124,761 9,259,582 54% ; 15,941,116 93% ; 1,183,645: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers Out (12,330,136) (12,330,136) 100% _ (12,700,000) (7,700,000) 61% _ (12,700,000) 100% E TOTAL TRANSFERS ; (12,330,136) (12,330,136) 100% ; (12,700,000) (7,700,000) 61% (12,700,000) 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 5,892,967 7,806,356 132% 5,521,251 7,351,679 133% _ 7,351,679 133% = 1,830,428, Resources over Requirements 8,700,067 11,875,459 9,548,950 9,014,346 10,602,737 110531787- Net Transfers - In (Out) (12,330,136) (12,330,136) (12,700,000) (7,700,000) (12,700,000) e � o �e e � TOTAL FUND BALANCE $ 2,262,898 $ 7,351,679 325% ; $ 2,370,201 $ 8,666,025 366% ; ; $ 5,254,416 222% ; $2,884,215: A Actual payment higher than budget B Projected Personnel savings based on FY24 average vacancy rate of 8.3% '�ESC,oG�< Budget to Actuals Report Adult P&P - Fund 355 FY24 YTD February 29, 2024 (unaudited) 66.7% Year Complete Fiscal Year 2023 1 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance DOC Grant in Aid SB 1145 41734,453 4,734,453 100% < 4,116,464 3,095,162 75% _ 4,143,986 101% 27,52Z A CJC Justice Reinvestment f 892,038 943,172 106% F 943,172 - 0% a 1,167,810 124% 224,638! B DOC Measure 57 f 244,606 271,606 111% 256,815 - 0% 259,307 101% = 2,49Z C Interest on Investments f i 18,151 63,625 351% 75,230 54,527 72% s E 80,750 107% ! 5,520� Interfund- Sheriff 50,000 50,000 100% ! 50,000 33,333 67% 50,000 100% Gen Fund/Crime Prevention f 50,000 50,000 100% 50,000 - 0% a 50,000 100% a State Miscellaneous 123,453 179,530 145% 22,607 27,039 120% g 122,607 542% 100,000! D Oregon BOPPPS 20,318 - 0% 20,318 - 0% a 20,318 100% f Miscellaneous 500 2,099 420% 500 81 16% ! 500 100% Electronic Monitoring Fee f 500 889 178% ! 500 258 52% a 500 100% TOTAL RESOURCES 6,134,018 6,295,372 103% ; 5,535,606 3,210,399 58% ; 5,895,778 107% ; 360,172; REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 5,683,822 5,042,967 89% 5,907,511 3,391,458 57% 5,178,183 88% 729,328, E Materials and Services 1,883,614 1,739,432 92% 1,668,521 1,029,968 62% 0 1,715,000 103% (46,479)f F Capital Outlay f 8,475 8,475 100% - - TOTAL REQUIREMENTS 7,575,910 6,790,874 90% 7,576,032 4,421,426 58% ; 6,893,183 91% 682,849; TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In- General Funds 536,369 536,369 100% 536,369 357,576 67% 536,369 100% Transfers In- Health Services - 1 50,000 - 0% _ 50,000 100% E € f f Transfers Out (199,560) (199,560) 100% - Transfer to Vehicle Maint f (69,277) (69,277) 100% (75,419) (50,272) 67% € (75,419) 100% $ TOTAL TRANSFERS 267,532 267,532 100% ; 510,950 307,304 60% 510,950 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 31100,000 3,238,905 104% 3,000,000 3,010,934 100% 0 3,010,934 100% 10,934: Resources over Requirements (1,441,892) (495,502) (2,040,426) (1,211,027) ! (997,405) 1,043,021p Net Transfers - In (Out) 267,532 267,532 f 510,950 307,304 [ I 510,950 f f TOTAL FUND BALANCE $ 1,925,640 $ 3,010,934 156% ; $ 1,470,524 $ 2,107,212 143% ; $ 2,524,479 172% ; $1,053,955: A Final State Grant allocation for 23-25 Biennium B Final State Grant allocation for 23-25 Biennium. We received competitive grant funds on top of formula allocation. C Final State Grant allocation for 23-25 Biennium D Final State Grant allocation for 23-25 Biennium. We received grant funding for house through contracted provider. E Projected Personnel savings based on FY24 average vacancy rate of 15.5% F Materials and services projections based on current spending trends. o�`�V'(ES C-G, Budget to Actuals Report Road CIP - Fund 465 FY24 YTD February 29, 2024 (unaudited) 66.7% Year Complete Fiscal Year 2023 1 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance State Miscellaneous 1,818,500 127,458 7% 1,704,116 1,778,246 104% _ 2,374,169 139% = 670,051 Interest on Investments 124,563 337,583 271% = 475,310 411,940 87% 661,020 139% = 185,7% A ! Miscellaneous - a 317,508 - fi e 19,241 19,241 I ! 19,241= A TOTAL RESOURCES 1,943,063 782,549 40% 2,179,426 2,209,427 101% ; ; 3,054,430 140% ; 875,004: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Materials and Services 127,640 127,640 100% _ 132,770 88,513 67% 132,770 100% Capital Outlay 28,259,526 16,769,496 8 59% = 23,640,057 15,312,828 1 8 65% 23,235,517 B I 98% 404,540: TOTAL REQUIREMENTS ; 28,387,166 16,897,136 60% ; 23,772,827 15,401,342 65% ; 23,368,287 98% ; 404,540: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In 14,230,313 12,238,662 86% 12,500,000 5,000,000 40% _ 12,500,000 100% TOTAL TRANSFERS 14,230,313 12,238,662 86% ; 12,500,000 5,000,000 40% 12,500,000 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 24,548,274 27,223,832 111% = 19,012,380 23,347,907 123% _ 23,347,907 123% = 4,335,527- Resources over Requirements (26,444,103) (16,114,587) @ (21,593,401) (13,191,914) @ € (20,313,857) 1,279,544- Net Transfers - In (Out) 14,230,313 I 12,238,662 I 12,500,000 5,000,000 12,500,000 B E I 1 TOTAL FUND BALANCE $ 12,334,484 $ 23,347,907 189% ; $ 9,918,979 $ 15,155,992 153% ; ; $ 15,534,050 157% ; $5,615,071; A Actual payment higher than budget Budget to Actuals Report -'V1ESt-o Z` Road CIP (Fund 465) - Capital Outlay Summary by Project 66.67% FY24 YTD February 29, 2024 Year Completed Fiscal Year 2023 Fiscal Year 2024 Budget Actuals % Budget Actuals % Projection % $ Variance Terrebonne Refinement Plan : $ 7,319,310 $ 2,200,000 : $ 5,119,310 6,639,405 130 % i $ 6,639,405 130 % i $ (1,520,095) Hunnel Rd: Loco Rd to Tumalo Rd 4,265,216 2,562,129 60 % i 1,569,800 1,026,433 65 % 2,874,991 183 % (1,305,191) Transportation System Plan Update - 51,980 16,064 27,256 (27,256): Gribbling Rd Bridge 818,500 141,509 17% 704,116 320,329 45% i 664,129 94% 39,987: Smith Rock Way Bridge Replace 985,000 122,938 12% 1,417,429 74,631 5% 1,097,477 77% 319,952: Deschutes Mkt Rd/Hamehook Round 1,663,000 750,822 45% 250,000 1,156,497 463% 1,163,838 466% (913,838) Powell Butte Hwy/Butler Market RB 785,000 250,902 32 % 2,642,402 287,682 11 % i 1,348,980 51 % i 1,293,422: Wilcox Ave Bridge #2171-03 Replacement 160,000 - 0% i 160,000 - 0% - 0% 160,000: Paving of Rosland Rd: US 20 to Draf 380,000 260,811 69 % 386,480 386,480 (386,480) Hamehook Rd Bridge #16181 Rehabilitation 96,500 227 0% 595,000 187,930 32 % 365,000 61 % 230,000 NW Lower Bridge Way: 43rd St to Holmes Rd 100,000 10,825 11 % 1,290,000 75,371 6 % 159,140 12 % 1,130,860: Northwest Way: NWCoynerAve toNWAltmeterWy 815,000 - 0% 556,000 - 0% i - 0% i 556,000; Slurry Seal2023 300,000 1,165 0% i 357,325 357,325 (357,325): Terrebonne Wastewater System Phase 1 1,000,000 - 0% 1,000,000 1,000,000 100% 1,000,000 100% Tumalo Reservoir Rd: OB Riley to Sisemore Rd 100,000 - 0% i 300,000 377 0% 200,000 67 % 100,000: Local Road Pavement Preservation 200,000 - 0% 200,000 0% 200,000 100% US20:Locust St - - 1,000,000 1,000,000 100% i 1,000,000 100% Paving Butler Market - Hamehook to Powell Butte 866 320,000 1,454,940 455% 1,454,940 455 % '; (1,134,940) Old Bend Rdm Hwy - US 20 to Tumalo 1,210,000 1,272,506 105% 1 1,295,556 107 % (85,556) Paving Of Horse Butte Rd 460,000 - 0% - 0% 460,000; Paving Of Obr Hwy: Tumalo To Helmho - 3,000,000 - 0% 880,000 29 % 2,120,000: Paving Of Spring River Rd: S Centur - 510,000 0% 1,100,000 216 % (590,000) Slurry Seal 2024 - 300,000 - 0% 300,000 100 La Pine Uic Slormwater Improvements - - 240,000 - 0% 0% 240,000 S Century Dr / Spring River Rd Roun - - 177,000 244 0% i 526,000 297 % (349,000); S Century Dr / Huntington Rd Rounda 169,000 - 0% - 0% 169,000: Local Access Road Bridges 150,000 - 150,000 - 0% - 0% 150,000: Radar Speed Sign Replacements - - 30,907 30,907 100% 75,907 246% (45,000) FY 23 Guardrail Improvements - 150,000 - 0% - 0% 150,000: Signage Improvements - 97,156 119,093 - 0% 119,093 100% TOTAL CAPITAL OUTLAY $ 28,259,526 $ 16,491,988 58% $ 23,640,057: 15,287,121 65 % $ 23,235,517 98% $ 404,540 o`�COGvTES 2< Budget to Actuals Report Solid Waste - Fund 610 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Franchise Disposal Fees 7,210,000 7,006,324 97% a 8,000,000 5,643,103 71% 8,700,000 109% 700,000: A Private Disposal Fees 3,337,000 2,944,356 88% ! 3,450,000 2,055,056 60% 3,000,000 87% (450,000); A Commercial Disp. Fee 3,234,000 3,026,577 94% 3,310,000 2,739,631 83% ! 3,900,000 118% 590,000- A 0 Franchise 5% Fees s 305,000 363,105 119% 565,000 478,119 85% ! ! 635,000 112% ! 70,000! B Yard Debris i 290,000 305,516 105% 400,000 289,137 72% 475,000 119% 75,000! C Miscellaneous 70,000 140,837 201% 173,000 177,095 702% ! 238,000 138% 65,000! D Interest on Investments ' 30,498 43,342 142% ! 60,410 88,347 146% ! 128,090 212% 67,680! E Special Waste 15,000 62,756 418% ! 30,000 97,509 325% ! ! 115,000 383% ! 85,000! F Recyclables 12,000 7,060 59% ! 7,000 4,958 71% ! ! 7,000 100% -' Leases 1 1 100% ! 1 0% _ ! 1 100% TOTAL RESOURCES 14,503,499 13,899,874 96% ; 15,995,411 11,572,954 72% ; ; 17,198,091 108% ; 1,202,680: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 3,277,684 3,139,678 96% ; 4,108,983 2,354,006 57% 4,020,900 98% 88,083- G Materials and Services 6,473,358 5,716,762 88% ! 7,683,911 4,538,043 59% ! ! 7,715,539 100% ! (31,628)! H Capital Outlay 264,000 181,603 69% ! 309,000 225,560 73% ! ! 265,856 86% ! 43,144 H Debt Service 1,739,630 1,731,017 100% ! 2,302,340 763,514 33% ! ! 2,302,340 100% ! - TOTAL REQUIREMENTS 11,754,672 10,769,061 92% 14,404,234 7,881,123 55% 14,304,635 99% ; 99,599; TRANSFERS Budget SW Capital & Equipment (5,299,665) Reserve TOTAL TRANSFERS (5,299,665) Actuals % Budget Actuals % e (3,453,962) 65% (2,613,962) (1,309,304) 50% ; a (3.453.962) 65% (2,613,962) (1,309,304) 50% ; Projection % $ Variance (2,613,962) 100% (2,613,962) 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 3,107,198 3,066,662 99% 2,416,385 2,743,514 114% a 2,743,514 114% 327,129- Resources over Requirements ! 2,748,827 3,130,814 ! 1,591,177 3,691,831 ! ! 2,893,456 ! 1,302,279! Net Transfers - In (Out) ? (5,299,665) (3,453,962) a (2,613,962) (1,309,304) s ! (2,613,962) TOTAL FUND BALANCE $ 556,359 $ 2,743,514 493% ; $ 1,393,600 $ 5,126,041 368% ; ; $ 3,023,008 217% ; $1,629,408: A Total disposal fee projections reflect management's best estimate of revenues to be collected. Disposal tons are typically higher in the summer with reductions in winter; fiscal YTD tons are running 1% lower than last year-to-date vs. a budgeted 3% reduction. July Commercial revenue includes payment for the prior Hwy 97 bypass disposal charges. Franchise disposal fee payment of $219K was not received from Cascade Disposal by closing. B Annual fees due April 15, 2024; received year-to-date monthly installments from Republic C Yard Debris revenue is seasonal with higher utilization in summer months; fiscal YTD volumes are running 4% higher than last year-to-date D Miscellaneous revenue exceeds expectation for rock, restitution, fire reimbursement and other revenue E Investment Income projected to come in higher than budget F Special Waste revenue source is unpredictable and dependent on special clean-up projects of contaminated soil and asbestos (i.e. stormwater control sediment and debris, remediation of tanker truck accident, Hwy 97 bypass asbestos, etc.) G Delayed hiring of new positions and change from Personnel On Call to M&S Temp Labor for Sr. Advisor services positively impacted projection H Backhoe and grader equipment originally budgeted as capital, but processed as M&S Road Dept. transfer o'iv(ES C0 G2< Budget to Actuals Report Fair & Expo - Fund 615 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Events Revenue 745,759 948,145 127% = 1,050,000 574,984 55% 864,790 82% (185,210)' A Food & Beverage 745,000 1,048,507 141% 991,000 936,272 94% a 1,369,751 138% ° 378,751e B Rights & Signage 105,000 97,159 93% 105,000 77,616 74% a 94,616 90% a (10,384)= Horse Stall Rental 49,000 78,825 161% ; 100,000 51,300 51% 67,030 67% (32,970) Storage 65,000 B 45,551 70 /o 50,000 32,336 65 /o s o 38,136 76% ` (11,864)� Camping Fee 20,000 23,500 118% s 22,500 17,027 76% 37,052 165% = 14,552= Interest on Investments i 5,221 15,485 297% a 22,000 15,293 70% 22,100 100% i 100, Miscellaneous 3,554 3,536 99% 3,000 5,064 169% 5,188 173% ! 2,188 TOTAL RESOURCES 1,738,534 2,260,708 130% ; 2,343,500 1,709,891 73% 2,498,663 107% ; 155,163: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 1,256,902 1,313,682 105% = 1,748,441 935,565 54% 1,368,559 78% 379,882= C Personnel Services - F&B 170,247 85,623 50% 148,510 38,225 26% ' 100,100 67% 48,410= D Materials and Services 965,684 1,168,404 121% 1,222,986 742,262 61% 1,190,328 97% 32,658! Materials and Services - F&B 603,950 661,314 109% 514,200 482,451 94% 703,914 137% (189,714)= E Debt Service 101,270 101,267 100% 100,190 56,119 56% 100,190 100% i TOTAL REQUIREMENTS 3,098,054 3,330,291 107% ; 3,734,327 2,254,622 60% ; 3,463,091 93% ; 271,236: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In - Room Tax 1,101,342 1,019,042 93% 1,009,023 672,672 67% a 975,271 97% _ (33,752), Transfers In - Park Fund 30,000 30,000 100% 30,000 20,000 67% 30,000 100% Transfers Out (427,215) (427,215) 100% (163,342) (108,888) 67% (163,342) 100% TOTAL TRANSFERS 704,127 621,827 88% ; 875,681 583,784 67% ; 841,929 96% (33,752); FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 971,352 995,519 102% < 547,763 547,764 100% 547,764 100% 1 Resources over Requirements ' (1,359,520) (1,069,583) (1,390,827) (544,731) r (964,428) k 426,399; Net Transfers - In (Out) 704,127 621,827 875,681 583,784 841,929 (33,752); TOTAL FUND BALANCE $ 315,960 $ 547,764 173% ; $ 32,617 $ 586,817 999% ; $ 425,265 999% ; $392,648: A Confirmed Contracted Revenue, may continue to grow as additional events are contracted through the end of FY. Some revenue budgeted in Event category earned in F&B category. B Increase due to large events such as FairWell Festival, Cascade Equinox. Some revenue budgeted for Event revenue earned in this category. C Projected Personnel savings based on FY23/FY24 average vacancy rate of 27.2% D Projected Personnel based on vacancy savings to date E F&B Expenses largely align with F&B revenue, due to the cost of good, labor and supplies required to generate revenues �TEs ` �< Budget to Actuals Report Annual County Fair - Fund 616 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 1 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Concessions and Catering 625,000 815,458 130% ; 790,000 834,968 106% a 834,968 106% = 44,968- Gate Receipts 710,000 782,364 110% 0 775,000 1,042,896 135% 1,042,896 135% ; 267,896! Carnival 385,000 433,682 113% 430,000 245,809 57% 245,809 57% _ (184,191)! Commercial Exhibitors k 80,000 117,100 146% = 118,200 114,091 97% P 114,091 97% (4,109)' Fair Sponsorship 61,000 99,655 163% 92,500 86,717 94% 86,717 94% (5,783) State Grant k 53,167 53,167 100% 53,167 53,167 100% a 53,167 100% ! Rodeo Sponsorship 24,000 22,430 93% 30,000 40,721 136% s 40,721 136% 10,721 R/V Camping/Horse Stall Rental k 20,000 17,520 88% 17,250 31,449 182% 31,449 182% ; 14,199! Interest on Investments 2,713 13,169 485% 13,500 16,888 125% 0 24,740 183% 11,240 Merchandise Sales 3,500 3,245 93% 2,500 1,899 76% _ 1,899 76% a (601)! Livestock Entry Fees 5,000 1,925 39% ! 2,000 1,940 97% _ ! ! ! 1,940 97% k (60); B k Miscellaneous - 75 - 39 39 39, TOTAL RESOURCES 1,969,380 2,359,790 120% ; 2,324,117 2,470,584 106% , 2,478,436 107% ; 154,319: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 169,445 185,165 109% 276,531 114,650 41% 227,432 82% 49,099<A Materials and Services k 1,802,585 1,882,326 104% a 2,306,325 2,068,053 90% ! 2,104,958 91% 201,367� TOTAL REQUIREMENTS 1,972,030 2,067,492 105% ; 2,582,856 2,182,702 85% 2,332,390 90% 250,466: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfer In -TRT 1% 75,000 75,000 100% 75,000 50,000 67% 75,000 100% Transfers Out ! (231,706) (231,706) 100% (109,503) (73,000) 67% _ (109,503) 100% TOTAL TRANSFERS (156,706) (156,706) 100% ; (34,503) (23,000) 67% ; ; (34,503) 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance k 384,715 385,854 100% = P 521,447 521,447 100% i t 521,447 100% i 0< fi Resources over Requirements (2,650) 292,298 (258,739) 287,882 146,046 404,785! Net Transfers - In (Out) (156,706) (156,706) ! (34,503) (23,000) _ _ k k (34,503) k ! ! TOTAL FUND BALANCE $ 225,358 $ 521,447 231% ; $ 228,205 $ 786,328 345% ; $ 632,990 277% ; $404,785; A Projected Personnel based on vacancy savings to date VIES` Budget to Actuals Report Annual County Fair - Fund 616 CY24 YTD February 29, 2024 (unaudited) Fair 2024 Actuals to 2024 Fair 2023 Date Projection RESOURCES Gate Receipts $ 1,042,896$ - $ 1,095,041 Carnival 245,809 - 258,099 Commercial Exhibitors 436,160 - 457,968 Livestock Entry Fees 1,940 - 2,037 RN Camping/Horse Stall Rental 31,449 - 33,021 Merchandise Sales 1,899 - 1,993 Concessions and Catering 512,899 ;'- - 538,544 Fair Sponsorship 117,183 - 68,381 TOTAL FAIR REVENUES $ 2,390,235 $ - $ 2,455,085 OTHER RESOURCES State Grant 53,167 ,.a 53,167 Interest 19,504 4,519 26,519 Miscellaneous 114 - 114 TOTAL RESOURCES $ 2,463,020 $ 4,519 $ 2,534,885 REQUIREMENTS Personnel 175,531 ' 30,436 174,553 Materials &Services 2,124,162 53,238 2,230,370 TOTAL REQUIREMENTS $ 2,299,693 $ 83,674 $ 2,404,924 TRANSFERS Transfer In - TRT 1 % Transfer Out - F&E Reserve Transfer Out - Fair & Expo TOTAL TRANSFERS Net Fair Beginning Fund Balance on Jan 1 Ending Balance $ 952,421 $ 1,020,140 $ 1,020,140 $ 1,020,140 $ 935,235 $ 1,112,727 Q�'ivTES COG�< Budget to Actuals Report Fair & Expo Capital Reserve - Fund 617 FY24 YTD February 29, 2024 (unaudited) 66.7% Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Interest on Investments 7,414 39,492 533% 64,800 58,845 91% 82,080 127% = 17,280a Miscellaneous - - - 130,809 = 130,809 130,809! Local Government Payments - 277,777 - - TOTAL RESOURCES 7,414 317,269 999% ; 64,800 189,653 293% ; 212,889 329% ; 148,089: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Materials and Services 495,000 100,309 20% 343,555 141,379 41% _ 343,555 100% ° Capital Outlay 375,000 383,000 102% = 746,445 169,418 23% 746,445 100% A TOTAL REQUIREMENTS 870,000 483,310 56% ; 1,090,000 310,798 29% ; 1,090,000 100% ; TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In -TRT 1% 501,683 465,685 93% 462,119 308,072 67% 447,655 97% (14,464); Transfers In - Fair & Expo 416,437 416,438 100% a 152,565 101,704 67% g 152,565 100% Transfers In - Annual County Fair 231,706 231,706 100% e 109,503 73,000 67% 109,503 100% Transfers In - Fund 165 - - 100,000 100,000 100% ! 100,000 100% 2 TOTAL TRANSFERS 1,149,827 15113,829 97% 824,187 582,776 71% ; 809,723 98% '. (14,464). FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 1,299,942 1,809,440 139% 2,592,838 2,757,229 106% < a 2,757,229 106% 164,391� Resources over Requirements (862,586) (166,040) (1,025,200) (121,144) (877,112) = 148,089- Net Transfers - In (Out) p 1,149,827 1,113,829 p 824,187 582,776 f i 809,723 f (14,464)! B TOTAL FUND BALANCE $ 1,587,183 $ 2,757,229 174% ; $ 2,391,825 $ 3,218,860 135% ; ; $ 2,689,840 112% ; $298,015; A Capital Outlay appropriations are a placeholder should viable projects be recommended and approved for construction VCESC0& Budget to Actuals Report RV Park - Fund 618 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance RV Park Fees < 31 Days 605,000 548,219 91% e 500,000 296,563 59% a 453,843 91% _ (46,157); RV Park Fees > 30 Days 13,000 10,249 79% ! 12,500 19,220 154% _ ! 20,550 164% ; 8,050; Cancellation Fees 14,000 8,636 62% 7,000 4,582 65% s 4,982 71% _ (2,018) Washer/Dryer 4,200 5,560 132% 5,000 2,854 57% e 4,179 84% _ (821); Miscellaneous P 3,750 2,907 78% 2,500 2,976 119% ! 3,846 154% 1,346, Interest on Investments P 552 2,764 501% 2,300 5,112 222% ; F 7,460 324% 5,160! Vending Machines P 1,750 1,492 85% 1,500 944 63% s 1,275 85% (225)� TOTAL RESOURCES 642,252 579,826 90% ; 530,800 332,252 63% ; 496,135 93% ; (34,665), REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Personnel Services 111,153 82,265 74% 91,328 58,756 64% _ 93,047 102% _ (1,719); Materials and Services P 259,755 192,620 74% 303,173 147,564 49% s 227,029 75% 76,144p Debt Service P 223,273 223,272 100% ! 222,630 166,310 75% e 222,630 100% TOTAL REQUIREMENTS 594,181 498,157 84% 617,131 372,631 60% ; 542,706 88% 74,425: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In - Park Fund 160,000 160,000 100% = 160,000 160,000 100% < 160,000 100% Transfers In - TRT Fund ! 20,000 20,000 100% = 20,000 13,328 67% 20,000 100% P Transfer Out - RV Reserve P (261,566) (261,566) 100% (51,564) (34,376) 67% (51,564) 100% TOTAL TRANSFERS (81,566) (81,566) 100% ; 128,436 138,952 108% ; ; 128,436 100% ; FUND BALANCE Beginning Fund Balance ! Resources over Requirements i Net Transfers - In (Out) B TOTAL FUND BALANCE < Budget Actuals % Budget 116,415 166,536 143% = 93,115 48,071 ! 81,669 1 (86,331) (81,566) (81,566) 128,436 $ 82,920 $ 166,640 201% ; $ 135,220 Actuals % Projection % $ Variance 166,640 179% 166,640 179% 73,52& PP (40,379) ! E E (46,571) P 39,760, I 138,952 I f 128,436 P 1 $ 265,213 196% ; ; $ 248,505 184% ; $113,285: o� 01Es ` 2' 0 Budget to Actuals Report C� RV Park Reserve -Fund 619 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Interest on Investments 6,298 21,589 343% = 34,300 28,746 84% 40,900 119% = 6,6W TOTAL RESOURCES 6,298 21,589 343% ; 34,300 28,746 84% 40,900 119% ; 6,600; REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Materials and Services - - F 100,000 3,740 4% 100,000 100% Capital Outlay 100,000 5,532 6% 74,000 13,130 F I 18% @ ! 74,000 100% e A TOTAL REQUIREMENTS 100,000 5,532 6% 174,000 16,870 10% o e 174,000 100% ; TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfer In - RV Park Ops 261,750 261,566 100% = 51,564 34,376 67% 51,564 100% = e TOTAL TRANSFERS 261,750 261,566 100% ; 51,564 34,376 67% 51,564 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 1,172,718 1,191,937 102% = 1,372,453 1,469,559 107% 1,469,559 107% 97,106, Resources over Requirements ! (93.702) 16,056 a (139,700) 11,876 I I (133,100) 6,600; @ Net Transfers - In (Out) 261,750 261,566 ! 51,564 34,376 51,564 a TOTAL FUND BALANCE F $ 1,340,766 $ 1,469,559 110% ; $ 1,284,317 $ 1,515,811 118% ; $ 1,388,023 108% ; $103,706: A Capital Outlay appropriations are a placeholder uTES ('0G2{ Budget to Actuals Report Risk Management - Fund 670 66 7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Workers' Compensation 1,234,761 1,226,486 99% 1,111,585 772,255 69% 1,111,585 100% - General Liability 892,681 892,681 100% s 935,832 623,888 67% 935,832 100% e Unemployment 430,179 344,950 80% = 439,989 332,551 76% a 439,989 100% A Property Damage 419,566 419,566 100% ! 418,028 278,685 67% 418,028 100% s Vehicle 248,764 248,764 100% 226,710 151,140 67% _ ! 226,710 100% Interest on Investments 49,346 148,514 301% E 200,000 172,890 86% _ 246,700 123% 46,700s Claims Reimbursement 25,000 6,476 26% 20,000 - 0% ! 25,000 125% 5,000! Skid Car Training 10,000 8,899 89% 10,000 37,460 375% 40,000 400% 30,000! Process Fee- Events/Parades 1,000 1,260 126% 2,000 715 36% 2,000 100% Miscellaneous 180 - 0% 200 - 0% 200 100% TOTAL RESOURCES 3,311,477 3,297,596 100% ; 3,364,344 2,369,585 70% ; 3,446,044 102% ; 81,700; REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Workers' Compensation 1,580,000 1,493,702 95% 1,880,000 1,271,091 68% 1,756,604 93% 123,396: General Liability ! 3,000,000 470,875 16% s 1,200,000 489,254 41% § E 1,051,035 88% s 148,9656 Insurance Administration 607,558 602,676 99% 714,197 440,055 62% 713,370 100% 827: Vehicle 200,000 194,089 97% 400,000 132,822 33% 389,015 97% 10,985; Property Damage 300,248 99,913 33% ! 300,250 377,514 126% = 475,003 158% a (174,753); Unemployment 200,000 54,473 27% ! 250,000 83,102 33% E ? 125,000 50% 125,000; TOTAL REQUIREMENTS ; 5,887,806 2,915,728 50% ; 4,744,447 2,793,837 59% ; 4,510,027 95% ; 234,420: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers Out - Vehicle (3,500) (3,500) 100% E (3,500) (2,328) 67% _ (3,500) 100% Replacement ; Transfers Out - IT - (32,000) - 0% _ _ (32,000) 100% B Transfers Out - IT Reserve - s (118,000) (118,000) 100% (118,000) 100% B TOTAL TRANSFERS (3,500) (3,500) 100% ; (153,500) (120,328) 78% ; ; (153,500) 100% ; FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 7,687,180 8,944,938 116% 8,000,000 9,323,307 117% 9,323,307 117% 1,323,307, Resources over Requirements (2,576,329) 381,869 (1,380,103) (424,253) (1,063,983) 316,120 Net Transfers - In (Out) (3,500) (3,500) (153,500) (120,328) (153,500) TOTAL FUND BALANCE $ 5,107,351 $ 9,323,307 183% ; $ 6,466,397 $ 8,778,726 136% ; $ 8,105,824 125% ; $1,639,427: A Unemployment collected on first $25K of employee's salary in fiscal year g Transfer out to IT to support cyber-security work \)IES C�G2� Budget to Actuals Report Health Benefits - Fund 675 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Internal Premium Charges o 19,908,221 20,496,601 103% 25,899,034 16,711,358 65% 6 p 26,389,572 102% s 490153& A COIC Premiums 1,547,778 1,951,365 126% ! 1,963,363 1,162,888 59% 2,396,184 122% = 432,821,A ' Employee Co -Pay 1,282,015 1,247,607 97% � ! 1,247,416 886,655 71 /o 1,301,274 104% ; 53,85& B ! Retiree / COBRA Premiums 595,000 982,424 165% B 1,019,288 611,292 60% 1,206,022 118% 186,734! A Prescription Rebates 175,000 528,990 302% , 280,000 267,230 95% m ¢ 280,000 100% s i C Claims Reimbursement & Other 55,000 109,282 199% 124,944 317,060 254% 6 e ! 317,060 254% , t 192,116- Interest on Investments 95,686 176,071 184% - 120,000 137,579 115% 201,780 168% 81,780! TOTAL RESOURCES 23,658,700 25,492,341 108% ; 30,654,045 20,094,063 66% 32,091,892 105% ; 1,437,847: REQUIREMENTS Budget Actuals % Budget Actuals % Projection % $ Variance Health Benefits 26,597,563 25,514,122 96% 26,697,663 14,661,650 55% ! 25,697,663 96% 1,000,000, D i ' Deschutes On -Site Pharmacy � 3,779,608 3,807,986 o ! 101 /o � 4,287,997 2,932,950 /o 68 , 4,287,997 100% B E Deschutes On -Site Clinic 1,212,497 1,205,226 99% 1,415,279 696,926 49% a 1,415,279 100% E m Wellness ! 179,549 161,200 90% 186,274 71,800 39% e 186,274 100% E TOTAL REQUIREMENTS 31,769,217 30,688,534 97% 32,587,213 18,363,326 56% 31,587,213 97% 1,000,000: TOTAL''; - - FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 11,925,656 11,304,191 95% 5,742,743 6,107,998 106% < 6,107,998 106% a 365,255: Resources over Requirements (8,110,517) (5,196,193) (1,933,168) 1,730,737 @ @ 504,679 E 2,437,847, Net Transfers - In (Out) ! TOTAL FUND BALANCE . $ 3,815,139 $ 6,107,998 160% ; $ 3,809,575 $ 7,838,734 206% ; $ 6,612,677 174% $2,803,102: A Health Insurance costs were budgeted at an 11 % increase, but the actual increase is 29.35% B The Employee Co -Pay rates increased on January 1, 2024 C Budget estimate is based on claims which are difficult to predict D YTD actuals are trending lower than budget E Amounts are paid 1 month in arrears \)IESC0' Budget to Actuals Report 911 - Fund 705 and 710 66.7% FY24 YTD February 29, 2024 (unaudited) Year Complete Fiscal Year 2023 Fiscal Year 2024 RESOURCES Budget Actuals % Budget Actuals % Projection % $ Variance Property Taxes - Current Yr Telephone User Tax Interest on Investments Police RMS User Fees Contract Payments User Fee Data Network Reimbursement State Reimbursement Property Taxes - Prior Yr Property Taxes - Jefferson Co. Miscellaneous TOTAL RESOURCES REQUIREMENTS 10,402,834 10,493,711 101% = 10,932,000 10,633,641 97% ; € 1,668,000 1,881,374 113% 8 1,827,530 987,551 54% a € 67,515 237,842 352% : 312,321 289,834 93% a € 237,221 244,437 103% = 244,435 - 0% € 153,292 167,764 109% 167,765 36,500 22% e € 140,445 146,863 105% 148,820 76,798 52% € 120,874 158,228 131% 145,852 531 0% € 810,000 622,177 77% 93,000 48,000 52% s a € € 80,000 € 90291 113 /° , 90,000 81,785 91% € 39,497 38,104 96% 40,500 38,972 96% € 25,000 40,191 161% 32,100 21,583 67% e 13,744,678 14,120,981 103% ; 14,034,323 12,215,193 87% Budget Actuals % Budget Actuals % 11,001,603 101% = 69,603: A 1,827,530 100% a !B 384,529 123% a 72,208! 244,435 100% _ C a 167,765 100%! 148,820 100% a 145,852 100% 93,000 100% _ = D t 90,000 100% 40,500 100% 32,100 100% 14,176,134 101% ; 141,811: Projection % $ Variance Personnel Services 8,606,196 7,891,350 92% a 9,032,045 5,545,257 61% 8,477,752 94% 554,293: E Materials and Services 4,088,201 3,151,149 77% ! 4,250,715 2,349,500 55% p € 4,230,715 100% 20,000! Capital Outlay € 5,015,100 2,347,522 47% 1,831,000 1,142,242 62% 1,851,000 101% (20,000)! TOTAL REQUIREMENTS ; 17,709,497 13,390,020 76% ; 15,113,760 9,037,000 60% ; 14,559,467 96% ; 554,293: TRANSFERS Budget Actuals % Budget Actuals % Projection % $ Variance Transfers In 1,750,000 1,750,000 100% ; 1,950,000 0% 1,950,000 100% Transfers Out € (1,809,900) (1,809,900) 100% _ (1,950,000) 0% _ _ (1,950,000) 100% TOTAL TRANSFERS (59,900) (59,900) 100% FUND BALANCE Budget Actuals % Budget Actuals % Projection % $ Variance Beginning Fund Balance 12,950,799 12,722,890 98% 13,202,343 13,393,950 101% 13,393,950 101% 1911607- Resources over Requirements (3,964,819) 730,961 (1,079,437) 3,178,193 (383,333) 696,104! Net Transfers - In (Out) (59,900) (59,900) _ TOTAL FUND BALANCE $ 8,926,080 $ 13,393,950 150% ; $ 12,122,906 $ 16,572,143 137% ; $ 13,010,617 107% ; $887,711; A Current year taxes received primarily in November, February and May B Telephone tax payments are received quarterly C Invoices are mailed in the Spring D State GIS reimbursements are received quarterly E Projected Personnel savings based on FY24 average vacancy rate of 8.8% MEETING DATE: March 27, 2024 SUBJECT: End of Legislative Session Review from Northwest Policy Advocates BACKGROUND: Deschutes County Lobbyist Doug Riggs, Northwest Policy Advocates, will provide an end of 2024 legislative session review and presentation as well as discuss next steps in preparation for the 2025 legislative session. BUDGET IMPACTS: None ATTENDANCE: Jen Patterson, Strategic Initiatives Manager Doug Riggs, Northwest Policy Advocates ElmN E L O O c� v � O Q t6 E N ^' O M D O O O c � ® N N m N -C N M - • E 06 N E O N c N 0) O O �-. V) L N s v L N c `-`- O iii Lm >- Q- w s ® LO n 0 M � ,,On V m N cn Q. C ' N o U c 0 c co = V 0 E N C t a Q �►= N O 0- D- E O V ... ° a� M c' N O - d O N Z 04 � 0co N U x E O L O — t O N ®1 � > L Gc C ftftm y� V N 0 S ®® O N cNc O LL LM N H U N } •� i6 s •O c� C c 3 O O _ s u L u p Lo to a)0 — c� O `g N p U U s O V ® Q � Q �O a)m O ® '® L O O +- o � U try a)CU Q L fQ Q L N fp L : _ O ~ U- N , O cB N V L' Q-0 L � N Q N Q N N 0 Qi a)N N E Q- Q L-0 C N i O m N U Q a) O o (n a) � ® I I L I I I O U I �- ON"w � a } N SCO g ®® a)N co !! Co C - -1� c fii ®® C O LO co O •V CL m V E L ca 1® ® N T V M W p) N � � V i. u U d N - -0 O C a) N X Q) ® ® O 0 O L 04 LO LL V > </} L t M u c �O m .N N V s V of S L 0 C O O E L- r- ® </> r LJ N fp O L 0 0 00 'tn W LO OD � a) L) N ® a ra -= (n � � U 'O - C _O Q = _ E 00 r— 16 _ .V > LL O OC c �. n , W O N �ry U L O Lo c Q s ti. m cn N c to •y > s ca O U O _ O s C: us °L VON > L O + �� N s C a N � of a m °® °° : 0 L. L N O ► h a O O (D L NO H N d C: m O Q% L _ _W N mis �' s o -0 = o 'S o O> N ( 1� �✓ ai N s s O N ft5 o 0 — O ® ° ® U O O O O O O O N LE O L. CL L O °� E E - E E O } O_ ® (0 '-O E LO r 00 (B •V} M 'V} J -U> -U> -V> E O O Ln :3 a- ° U f� O D- ® vi - C j I- O O V a)o -C V } U ; . d .O N -a Q ® L u 0 } O U L ® y L i O O O m !� d N�+- •® O L L4- ® L i fp O O N N O .� t V U N C C i U Vi .L O L _C O Qi d C > p N N O a)O 00 d V N � N V) N d 3 N N cB N m LD a) i ® Io V 3: Q U N _I� C U N d' U s O -� - L :L '_ 3 L N M 660-O 3 Q m o c E > w > �- 3 � O LE M cv '- V N m N N Q � C_ C M(D O "- N m c O = O =3 s N _ _ O_ U sr- v O LO CN E co N CAI 07 ® {/} r- -U> </} </} C ro i 0) (1) L ® O � N fi5 `F^ c � � L 3 L •� _� N o } L N L i N O V m Q c O L C o = .2 `~ U 3 V+ M -1-- W 3 c � ® V u Q o cn o x N s 3 0 N O s c i S N a) O V � c� � 3 E s z E _ o � E Q c� } - E a)Q ® a) o E Ln - - > O � s � CV N U p s 011 } o a ° L c: p � p X L s'_ N O L O w = O c N s. O 3 p N ® N O N -� in a)i N U L6 N 4- 0 cn N cn N N C CN N s u O U a)O V— ca s V N a� } m �• _ ca ca ,L s N O N ca N — O � L V L_ C �.1.. lf% U O O � O s s _ V� a O t� L U 3 c: IZ$ Q- ..;-L O v O O d �` U N O O `p N O > Cn E N LO N N .L > p N N '_ y- E > L_ K O � G� p N Q 0 OEM p) 0 ra c N s •V O Q N O N O o O N N n } a) o �a 3 L� 3 E o Is— U Q ca - O N N O 0 a)c L p v 0 N p N N vi f6 � � L_ N � N •� fa p N O QL j s- O C m— O O O 0 s CD -6 N O } •® L ® ,/�� •� L ® -I- A W _ O Q O\ Q L Q O O O } V 0) O � N 3 3 Q Lm V c E a) C -� p \ N H N L =3 U 14— O N 0 U L \ l� MO L N Q cB p O = N v� U VVi O V O -0 0 Q. .. JC ( (t5 N = X J I L. � N N \ka N 4i U N V � V fB L f0 m 3 Lto3 N N B L M O\_ ON l/} C i U > O c 3 O N u} c N O N U a)p m •N L N M LU � a = •3 o 3 � o � s M U N O _ m U _� � O © 0 N m U N S N L = (n c o O C = N i f6 N N LL s / c E J V m �} E T O N mo° O' c U ® O a): _ 0 0 ob C o ro-0 L L U 3 O 0 c7 Q N N >. • C Q S LL-D Q U LO p O `- O 0_ N � -E W io -0 m _ D o M L Q LLE s _ O L 0 c N LU MOD(!} +-m N c s 0_ C 1-- _ — .= I U "- It 0 °° c CN o L G u oo 0)c ' �_ p "�_ o </ir U m � — C V w E M 0)C cq m vNi N V s U M L O `' 0 H a a)L d s _ ,G1 L *- d � m � s o I ;- co T -a i m t o E �, ° m o V c Lo c N ,4: •,- V 3 Z �, a)m LL O c N O} O O a)a.. C d Q O Q a .V S m !� .0 00 L uj >_ u N W a) W N at U Z cfl 0 V) 0 x E u M-0 0 0 > cv) E a) 0) o (U L- E > L- 0 0 0 -1.- V) 0 > E 4- 0 o CL CY) L4- 0 14 tn r" X to 3:1 w 41-0 IWO --T L6 0 C C L L [a W O U) vi C c� N 06 C U N N O .L N r m �r m � oO N Iny C ' C = N C } N O U C N a)=' U i fa E L Q? s ® E fCi � �s�q •c L Vd s i O H in LO •m H y E 0 d Q O �- W V N M H L Q 0 � Q V y CN � � `F (- CO G - L S C: L C L. - c ca O �} f6 d L o Fn N O O O •� N 0- 0Q d _ 0 s � } > O) i U •y O ca c O O s m O O N -aN > t s s aXi sw, _ 0 o o co �, L m p .L W •L O Q% G I o I— -0 I L m L N C L Ln 0 Q in : o co = m NC N u- L O C 6 LJ S Q w ar u JP c �� cs 'f L a 'p='��y�yln (D W � fO 4> -57 W m S O N .> 0 tU/� c � X m LO C: m^ O v N O L O u o o O Q- O cLa 5 O U � 0 (D Q O L C: N t- V > C: M � Q } = L � y NN to p O O � O Q U L p = U � (� N 3 s C: = s • �— U QC c6 C Q N L �# u � C CL N R3 L. ��` Ln • V I N v O LO U N L N m O O • c^ W c _ .... t N U t.:3 E^' ® ® `0 0 L v O W i, L L �c v N c O c O V) O cn V =3 U N — 0) — 0 0 C N ® � O L s U � c c c } v) L) LLo O O c •O N �� — (0 cM w N N � w 0 0 co = c O=� in Q o 77777779 d V) / I L Q 4_ Q O . co o o V (D c m H "-- m d U c O C N c L > RS d d N L U �- V V > L LU C U O V = c / W Q L = ®: N U L • t V N L Q Q > Q 7 N C Q S 'r c N L L "a f6 f0 = J N O c aY C fC! -p C h m ~ tq m N •� 3 O Q O O Q; a £ =o w o D Q � L.V C ' Oz m L y � i N ai = 4i i N N � "� E Q = ® (6 m L = �[ �I r C N ~ ~ V C •m Q N CCi v LL �_ C E _ C •L ®® U d y O N �. U E d Q ® ® O C) Cal L J L O E S QJ ® BoomN L O -C,Cn y .. _ c) — C c m _ aC •m M I� m C •- •C N ca N H S s C (� p Ln CO (D LO N C N _ L � CD N U N _ O co d y c > E - O d LU N m L N _ N CL .'- c tVp V m N S N •� T 2 L Z N U. O Q d N N O m ;F O L O _ O O c-O m �- N I F- U E c c Cn O O Q m � .ti (n 'o .L m o O V Q LLJ O =3 � N Q H i U cn O N L V/ O E Q N O 3 C N LO s '3 O \ L 004 •L o o «� o% U �o O O O m F11 171__ 1,71