HomeMy WebLinkAboutDoc 057 - DLCD Grant - Econ Opp AnalysisDat e
Oregon Janua ry IS , 20 I 0
Department of Land Conservation and Deve lopment
635 Capitol Street N.E . Sa lem , Oregon 973 01 T y pe of Gra nt
2009-2011 Grant Agreement Tec hni cal Ass istanc e -Rural
Gra ntee Na me Grant No.
Desc hut es Cou nt y TA-R-ll -158
S treet Address DL C D Share of Cost
Com munit y Deve lopment D epartm ent
11 7 NW Lafayette Avenue
Bend , Orego n 97701-1925
$ 50,000 .00
C losing Date Grantee Share of Cost (if applicab le)
May 31, 2011 $39,040 .00
Authority State General Fund Federal Fund Total Cost
X $89,040 .00
Proj ec t Title
Re gional Economic Opp ortunit y An alys is (REOA) for Urnnet La rge -L ot Indu stri a l La nd Need s
G rantee Repre se ntative OL e O Representative
Nick Lelack, Pl annin g Dir ecto r Thoma s Hogue , Eco nomic Dev Pl ann in g Specialist
Phone: 541.385.1 708 Fax: 54 1.385.1764 Ph one : 541.373.0050 , ext. 323 Fa x: 503.378.55 18
nickl@co .deschutes.or.us thomas.ho@e@state.or.us
This grant agreeme nt is between th e Department of Land Conservation and Development,
herein referred to as DLCD, and Deschutes County herein referred to as the Grantee.
This grant, approved by the Director of Land Co nservation and Development , act in g o n be half of
th e Land Conservation and Deve lopment C ommission, is issued in duplicate and co nstitutes an
ob li ga ti o n of funds in return for the work desc ri bed h ere in . B y signing the two documents ,
Grantee agrees to comply w ith the grant provisions c h ec ke d bel ow and attac h ed. Upon
acceptance by Grantee, the two signed complete documents shall be r e turned to DLCD.
Grantee s hall s ign both copies of this agreement a nd return both signed copies to DL C D within
thirt y (30) d ays of the date at th e top of thi s page. [fno t signed and returned wi th o ut
m o difi catio n b y Grantee wi thin thirty (30) days of receipt, the DLC D Grant Program Manager
may unil a tera ll y terminate this grant award. Upon receipt of the signed agreement th e DL CD
G rant Program Manager shall sign and return one copy to Grantee.
The effective date of this agreement is the latest d ate on whic h all pa rt ie s ha ve s igned thi s
agreement. F und s pro v ided in thi s grant can o nly be used for expenditures incurred after that
date a nd not after the Closing Date specified abov e.
De partm e nt o f Land Con servati o n and Deve lo pme nt
Desc hut es Co un ty 2009 -2011 General Fund TA Gra nt Ag ree ment
Page 1 o f 11
T A-R-I I-15 8
This grant may be amended according to the policies and procedures ofDLCD, and with the
agreement of all parties to the agreement, but the Closing Date cannot go beyond May 31, 2011.
This agreement consists of this document including the required signatnres are below and
attachments listed below. The attachments are listed in descending order of precedence. In the
case of any conflict among the documents, the document with the higher precedence shall
control.
EJ Department of Land Conservation and Development Special Award Conditions
o Department of Land Conservation and Development Standard Award Conditions
o Attachment A: Grantee Grant Application and Narrative
o Attachment B: Contact Names and Addresses identified in Attachment B
o Attachment C: Request for Reimbursement Form and Instructions
o Attachment D: DLCD Standards and Requirements for EOA Product(s)
I:a Attachment E: DLCD Content Standard and Requirements for GIS Grant Product(s)
Print Name of Authorized Official For the Grantee Title
Signature of Authorized Official For the Grantee
Print Name of DLCD Grant Program Manager Title
Darren J. Nichols Community Services
Manager
Signature of DLCD Grant Program Manager
Department of Land Conservation and Development
Deschutes County 2009-20 II General Fund TA Grant Agreement
Date
Date
Page 2 of 11
TA-R-II-158
DEPARTMENT OF LAND CONSERVATION AND DEVELOPMENT
SPECIAL AWARD CONDITIONS
Subject to the debt limitation of Oregon counties set forth in Article XI, Section 10, of the Oregon
Constitution, and contingent upon funds being appropriated therefore, Grantee agrees to the
provisions below.
1. Grantee agrees that this grant, number TA-R-1l-158, to Deschutes County supports the work
described in the Grantee's grant application, which is incorporated into this grant agreement as
Attachment A-Grantee Grant Application and Narrative. Where the terms of this grant agreement
and proposal differ, the terms of this grant agreement shall prevail.
2. Grantee agrees that all reports, studies, and other documents (referred to herein as "product(s)")
under this grant agreement must indicate on their cover or the title page an acknowledgement of the
financial assistance provided by the DLCD.
3. Grantee agrees to identify the location of the originals, if the submittal is a copy.
4. Grantee agrees that if a product(s) is a one-of-a-kind document, it will identify the location of the
original.
5. Grantee agrees to coordinate closely with the DLCD Grant Manager regarding the selection and
approval of the facilitator (consultant) designated by the grantee to perform all, or a portion of the
work under grant.
6. Grantee agrees to first obtain DLCD approval before contacting, and locally approving a facilitator
(consultant) to perform all, or a portion, of the work under the grant.
7. Grantee agrees to complete the following Work Plan by March 31, 2010:
a. Identify by name, address, telephone, and email address, those person(s) who will be
performiog the work under the grant and which grant tasks they will work on.
b. Provide a detailed, written explanation of the process that will use to perform the work
under this grant.
c. Provide a copy of any Request for Proposal (RFP) for consulting services, as well as a copy
of any contract with consultants selected including the scope of work.
d. List benchmarks, or progress indicators, for each grant product(s).
e. Provide a specific and descriptive explanation of each grant product.
8. Grantee agrees in performiog work under this grant, to ensure consistent, coordinated use of
population, employment, housing, and land needs projections associated with any post-
acknowledgment plan and land use regulation amendments proposed by the grantee.
9. Grantee agrees in performiog work under this grant, develop and recommend multiple methods to
hold sites for the intended use beyond plan designation and zoning, including the benefits and
burdens of each method and the circumstances most appropriate for the method. One or more method
must include county adoption of comprehensive plan policies under ORS 195.025 "Regional
coordination of Planning Activities".
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Page 3 of 11
TA-R-11-158
10. Grantee agrees in performing work under this grant, to develop as part of Grant Product 3 (as
described in Grant Application and Narrative Task 3,4, and 5) sample UGB amendment fIndings
to support the UGB inclusion of identifIed and qualifying sites as determined by the large-lot
industrial regional Economic Opportunities Analysis recommended comprehensive plan policies.
11. Grantee agrees to coordinate and provide notice to DLCD, all cities in the three-county area of
Deschutes County, Jefferson County and Crook County; Confederated Tribes of the Warms Springs
Indian Reservation, other agencies, and organizations listed in Attachment A of the Grant
Application and Narrative of public meeting(s), workshop(s), work session(s), andlor hearing(s) to
develop, review or approve products prepared under this grant.
. 12. Grantee agrees to submit a written report with each interim payment request that describes the
progress to date on each grant product(s) undertaken during the billing period. Other written or
verbal progress reports will be provided upon reasonable request by the DLCD Grant Manager.
13. Grantee agrees the final draft product(s) (i.e., ordinances, maps, websites, databases, supporting
documents, and photographs) shall be hearings ready draft quality.
14. Grantee agrees to no more than one interim payments and a final payment by DLCD during the
term of this grant, and agrees that payments will be made only upon submittal of qualifying
product(s) in accordance with the terms ofthis grant agreement.
15. Grantee agrees and understands that grant payments under this agreement will be reduced by up to
thirty percent (30%), in consultation with grantee, if grant products scheduled to be completed are not
completed by its governing body by the timeline provided in Special Award Conditions Table. The
total grant payments under this grant agreement will not be reduced under this paragraph by more
than $15,000.00.
16. Grantee agrees that the total reimbursement request for all the Grant Product(s) 1 through 2 (as
described in Grant Application and Narrative Task 1 and 2) shall not exceed $31,000, and for
Grant Product(s) 3 (as described in Grant Application and Narrative Task 3, 4, and 5) shall not
exceed $19,000. The total reimbursement of all products shall not exceed $50,000.
17. Grant agrees to submit Economic Opportunities Analysis (EOA) materials according to the EOA
specifIcations in Attachment-D.
18. Grantee agrees to comply with EOA standards and contents requirements per Attachment-D. EOA
product(s) will comply with the Oregon Statewide PI arming Goal 9 -Economic Development
requirements and OAR 660-09-0015 as defined in Attachment-D.
19. Grantee agrees to submit geographic information system (GIS) materials according to the GIS
specifIcations in Attachment-E and to submit hard copy maps in addition.
20. Grantee agrees to comply with GIS standards and contents requirements per Attachment-E. GIS
product(s) will comply with State of Oregon standards as defIned in Attachment-E.
21. Grantee agrees that DLCD may display appropriate product(s) on its web interface or corporate GIS
data generated as part of this grant and any additional data provided that is not specifIcally restricted
into state agency databases, acknowledging that the grantee and agents of the grantee are not
responsible for the accuracy of said data. DLCD may also share the data specifIcally generated with
grant funds with other agencies and organizations, as this is data that DLCD owns.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Page 4 of 11
TA-R-11-158
22. Grantee agrees to not use or charge grant contract funds for consultant(s) trip expense(s), lodging, or
any other expense submitted by consultant(s), except for the initial consultant(s) trip to the city and
product( s) produced by consultant( s).
23. Grantee agrees to not use or charge grant contract funds for all scheduled or non-scheduled meetings,
hearings, and notices. The grantee may use its own funds, or in-kind contributions.
24. Grantee agrees to provide copies of all fInal product(s) produced under this grant to DLCD in the
manner described in the following Special Award Conditions Table and in Attachment A.
25. Grantee agrees to perform the following activities described in further detail in the Special Award
Conditions Table below and the Grantee's application (Attachment A). Where appropriate, a
reference to the application numbering has been made in the "Item #" column.
SPECIAL AWARD CONDITIONS. PRODUCT(S). ACTIVITIES OR PRODUCT(S) TABLE
Item Product, Activity, Report, or Payment #
Activity: Complete and submit additional information on
Work Plan as specifIed in the Special Award Conditions 7a-e,
1 above.
Product: Work Plan.
"Submittal o[rel2orts without l2a)!ment request"
Submittal ofProduct(s) listed in Grant Item 1.
Send Report on or before April 9, 2010, one (1) copy of
Rl the repOlt( s) in a hard copy and one (1) digital CD or email
PDF version to the grant administrative specialist, and one
(1) copy of the product(s) in a hard copy and one (1)
digital CD or email PDF Version to the grant manager at
the addresses listed in Attachment B -DLCD Contact
Information.
Activity: Create Regional Advisory Committee and
complete Local/Regional Data Collection and Coordination
(Task 1.4); Conduct an Industrial Land Development Forum
with identifIed Stakeholders, Refine Economic Opportunity
Analysis (EOA) Scope of Work, and hold meetings (Task
1.5); Report on Trend Analysis and Suitability Requirements
(Tasks 2.1 through 2.3) as described in Attachment A-Grant
2 Application and Narrative.
Product: All "Products" listed under Task 1 (Task 1.1
through Task 1.5), Task 2 (Task 2.1 through Task 2.3) as
described in Attachment A-Grantee Application and
Narrative.
Note: Tasks 1.1, 1.2, and 1.3 products were completed by
DSL, although required, are not funded under this Grant.
Department of Laod Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Due Datel
Target Date
03/3112010
04/09/2010
06/30/2010
Reimbursement
Amount
Page 5 of 11
TA-R-1I-158
Item Product, Activity, Report, or Payment #
Interim Payment: Reimbursement on or after June 30
2010, of up to $31,000 upon submittal of products listed in
Grant Items 2 and verification ofRl-Report 1; and a
signed Attachment C -DLCD Interim Reimbursement Form
request acceptable to DLCD. (No email of Products
PI allowed)
Submit: one (1) copy each of the product(s) in a hard copy
and one (1) CD to the grant manager, and one (1) copy each
product( s) in a hard copy and One (1) CD to the grant
administrative specialist to addresses listed in Attachment B
-DLCD Contact Information
Activity: Identify and Evaluate Potential Sites (Task 3.1);
Comprehensive Plan and Zoning Review (Task 4); and
Economic Opportunity Analysis (Task 5) as listed and
described in the as described in Attachment A-Grant
3 Application and Narrative.
Product: All "Products" listed under Task 3 (Task 3.1),
Task 4 and Task 5 as described in Attachment A-Grant
Application and Narrative.
Final Payment: Reimbursement for work completed through
May 31, 2010 up to $19,000 and the balance of the
previously unused grant funds from PI for this grant award
upon submittal of products listed in Grant Items #3, above;
and a signed Attachment C -DLCD Final Reimbursement
Form request acceptable to DLCD.
Submit, no later than June 30, 2011 (30 days after the
closeout): one (1) copy each of the product(s) in a hard copy
P2 and one (1) CD to the grant manager, and one (1) copy each
product( s) in a hard copy and One (1) CD to the grant
administrative specialist to addresses listed in Attachment B
-DLCD Contact Information. (No Email of Products
Allowed)
Send Attachment C -Final Reimbursement Form, and the
accompanying product( s) to the grant administrative
specialist. Payment will not be made until all copies are
received in the Salem office and approved by DLCD.
Department of Land Conservation and Development
Deschutes County 2009-20 11 General Fund TA Graul Agreement
Due Datel
Target Date
06/30/2010
02/0112011
05/3112011
Totals
Reimbursement
Amount
$31,000
$19,000
$50,000.00
Page 6 of 11
TA-R-II-158
DEPARTMENT OF LAND CONSERVATION AND DEVELOPMENT
STANDARD AWARD CONDITIONS
Subject to the debt limitation of Oregon counties set forth in Article XI, Section 10, of the Oregon
Constitution, and contingent upon funds being appropriated therefore, Grantee agrees to the
provisions below.
1. DLCD Funds: DLCD certifies that on the effective date of this grant sufficient funds are
available and authorized.
2. Reporting: At any time during the grant peliod, when requested by the DLCD Grant Manager,
Grantee shall provide a written report on the status and progress of work performed under this
grant.
3. Payments: DLCD payments to Grantee under this grant agreement shall be made in accordance
with the grant payment schedule described in the "Special Award Conditions Product( s),
Activities, or Payments Table" of this agreement. Payment is contingent upon DLCD's
acceptance of the product(s) produced under the grant. Grantee agrees that reimbursement of all
amounts requested by Grantee is contingent upon compliance with all the terms and conditions of
this grant agreement.
4. Penalty: Payments to Grantee may be withheld or reduced ifDLCD determines that work
performed under the grant is unsatisfactory, based on the best professional judgment of the
DLCD Grant Manager, or if one or more telIDS or conditions of this agreement have not been met
to the extent provided by law.
5. Ownership of Work Product(s).
a. Definitions. As used in this Paragraph 5 and elsewhere in this agreement, the following
terms have the meanings set forth below:
i. "Grantee Intellectual Property" means any intellectual property owned by
Grantee and developed independently ii-om the Project.
ii. "Third Party Intellectual Property" means any intellectual property owned by
parties other than DLCD or Grantee.
iii. "Work Product(s)" means every invention, discovery, work of authorship,
trade secret or other tangible or intangible item and all intellectual propelty
rights therein that Grantee is required to deliver to DLCD pursuant to the
Project.
b. Original Works. All Work Product(s) created by Grantee pursuant to the Project,
including derivative works and compilations, and whether or not such Work Product(s)
is considered a work made for hire or an employment to invent, shall be the exclusive
property ofDLCD. DLCD and Grantee agree that such Oliginal works of authorship
are "work made for hire" of which DLCD is the author within the meaning of the
United States Copytight Act. If for any reason the original Work Product(s) created
pursuant to the Project is not "work made for hire," Grantee hereby irrevocably assigns
to DLCD any and all of its rights, title, and interest in all Oliginal Work Product(s)
created pursuant to the Proj ect, whether atising ii-om copyright, patent, trademark, trade
secret, or any other state or federal intellectual property law or doctrine.
Department of Land Conservation aod Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Page 7 of 11
TA-R-1l-158
c. Upon DLCD's reasonable request, Grantee shall execute such further documents and
instruments necessary to fully vest such rights in DLCD. Grantee forever waives any
and all rights relating to original Work Product( s) created pursuant to the Proj ect,
including without limitation, any and all rights arising under 17 USC § 1 06A or any
other rights of identification of authorship or rights of approval, restriction or limitation
on use or subsequent modifications.
i. In the event that Work Product( s) created by Grantee under this agreement is a
derivative work based on Grantee Intellectual Property, or is a compilation that
includes Grantee Intellectual Property, Grantee hereby grants to DLCD an
irrevocable, non-exclusive, perpetual, royalty-free license to use, reproduce,
prepare derivative works based upon, distribute copies of, perform and display
the pre-existing elements ofthe Grantee Intellectual Property employed in the
Work Product(s), and to authorize others to do the same on DLCD's behalf
ii. In the event that Work Product( s) created by Grantee under this agreement is a
derivative work based on Third Party Intellectual Property, or is a compilation
that includes Third Party Intellectual Property, Grantee shall secure on DLCD's
behalf and in the name ofDLCD an in'evocable, non-exclusive, perpetual,
royalty-free license to use, reproduce, prepare delivative works based upon,
distribute copies of, perform and display the pre-existing elements of the Third
Party Intellectual Property employed in the Work Product(s), and to authorize
others to do the same onDLCD's behalf.
d. Grantee Intellectual Property. In the event that Work Product(s) is Grantee
Intellectual Property, Grantee hereby grants to DLCD an irrevocable, non-exclusive,
perpetual, royalty-fi'ee license to use, reproduce, prepare derivative works based upon,
distribute copies of, perform and display the Grantee Intellectual Property, and to
authorize others to do the same onDLCD's behalf
e. Third Party Works. In the event that Work Product(s) is Third Patty Intellectual
Property, Grantee shall secure onDLCD's behalf and in the name ofDLCD, an
ilTevocable, non-exclusive, perpetual, royalty-free license to use, reproduce, prepare
derivative works based upon, distribute copies of, pelform and display the Third Party
Intellectual Property, and to authorize others to do the same on DLCD's behalf.
6. Indemnity.
a. GENERAL INDEMNITY. GRANTEE SHALL DEFEND, SAVE, HOLD HARMLESS,
AND INDEMNIFY THE STATE OF OREGON AND DLCD AND THEIR OFFICERS,
EMPLOYEES AND AGENTS FROM AND AGAINST ALL CLAIMS, SUITS,
ACTIONS, LOSSES, DAMAGES, LIABILITIES, COSTS AND EXPENSES OF ANY
NATURE WHATSOEVER, INCLUDING ATTORNEYS FEES, RESULTING FROM,
ARISING OUT OF, OR RELATING TO THE ACTIVITIES OF GRANTEE OR ITS
OFFICERS, EMPLOYEES, SUBCONTRACTORS, OR AGENTS UNDER THIS
CONTRACT.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Page 8 of 11
TA-R-II-158
b. INDEMNITY FOR INFRINGEMENT CLAIMS. WITHOUT LIMITING THE
GENERALITY OF SECTION 6.a, GRANTEE EXPRESSLY AGREES TO DEFEND,
INDEMNIFY, AND HOLD DLCD, THE STATE OF OREGON AND THEIR
AGENCIES, SUBDNISIONS, OFFICERS, DIRECTORS, AGENTS, AND
EMPLOYEES HARMLESS FROM ANY AND ALL CLAIMS, SUITS, ACTIONS,
LOSSES, LIABILITIES, COSTS, EXPENSES, INCLUDING ATTORNEYS FEES,
AND DAMAGES ARISING OUT OF OR RELATED TO ANY CLAIMS THAT THE
WORK, THE WORK PRODUCT(S) OR ANY OTHER TANGIBLE OR INTANGIBLE
ITEMS DELNERED TO DLCD BY GRANTEE THAT MAY BE THE SUBJECT OF
PROTECTION UNDER ANY STATE OR FEDERAL INTELLECTUAL PROPERTY
LAW OR DOCTRINE, OR DLCD'S USE THEREOF, INFRINGES ANY PATENT,
COPYRIGHT, TRADE SECRET, TRADEMARK, TRADE DRESS, MASK WORK,
UTILITY DESIGN, OR OTHER PROPRIETARY RIGHT OF ANY THIRD PARTY;
PROVIDED, THAT STATE SHALL PROVIDE GRANTEE WITH PROMPT
WRITTEN NOTICE OF ANY INFRINGEMENT CLAIM.
c. CONTROL OF DEFENSE AND SETTLEMENT. GRANTEE SHALL HAVE
CONTROL OF THE DEFENSE AND SETTLEMENT OF ANY CLAIM THAT IS
SUBJECT TO SECTIONS 6.a OR 6.b; HOWEVER, NEITHER GRANTEE NOR ANY
ATTORNEY ENGAGED BY GRANTEE SHALL DEFEND THE CLAIM IN THE
NAME OF THE STATE OF OREGON OR ANY AGENCY OF THE STATE OF
OREGON, NOR PURPORT TO ACT AS LEGAL REPRESENTATIVE OF THE
STATE OF OREGON OR ANY OF ITS AGENCIES, WITHOUT FIRST RECENING
FROM THE OREGON ATTORNEY GENERAL, IN A FORM AND MANNER
DETERMINED APPROPRIATE BY THE ATTORNEY GENERAL, AUTHORITY TO
ACT AS LEGAL COUNSEL FOR THE STATE OF OREGON, NOR SHALL
GRANTEE SETTLE ANY CLAIM ON BEHALF OF THE STATE OF OREGON
WITHOUT THE APPROVAL OF THE ATTORNEY GENERAL. THE STATE OF
OREGON MAY, AT ITS ELECTION AND EXPENSE, ASSUME ITS OWN
DEFENSE AND SETTLEMENT IN THE EVENT THAT THE STATE OF OREGON
DETERMINES THAT GRANTEE IS PROHIBITED FROM DEFENDING THE
STATE OF OREGON, OR IS NOT ADEQUATELY DEFENDING THE STATE OF
OREGON'S INTERESTS, OR THAT AN IMPORTANT GOVERNMENTAL
PRINCIPLE IS AT ISSUE AND THE STATE OF OREGON DESIRES TO ASSUME
ITS OWN DEFENSE.
7. Termination:
a. DLCD's Right to Terminate at its Discretion. At its sale discretion, DLCD may
terminate this Grant Agreement:
i. For its convenience upon thirty (30) days' prior written notice by DLCD to
Grantee;
ii. Immediately upon written notice ifDLCD fails to receive funding,
appropriations, limitations, allotments or other expenditure authority at levels
sufficient to allow DLCD, in the exercise of its reasonable administrative
discretion, pay for the work or product( s) hereunder; or
iii. Immediately upon written notice if federal or state laws, regulations, or
guidelines are modified or interpreted in such a way that the DLCD's
financial assistance under this Grant Agreement is prohibited or DLCD is
prohibited from paying for the work or product( s) hereunder from the planned
funding source.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Page 9 of 11
TA-R-II-158
h. DLCD's Right to Terminate for Cause. In addition to any other rights and remedies
DLCD may have under this Grant Agreement, DLCD may terminate this Grant
Agreement innnediately upon written notice by DLCD to Grantee, or at such later
date as DLCD may establish in such notice, or upon expiration of the time period and
with such notice as provided below, upon the occurrence of any of the following
events:
i. Grantee is in default because Grantee institutes or has instituted against it
insolvency, receivership or bankruptcy proceedings, makes an assignment for
the benefit of creditors, or ceases doing business on a regular basis;
ii. Grantee is in default because Grantee commits any material breach or default
of any covenant, warranty, obligation or agreement under this grant
agreement, fails to perfOlm any of its obligations under this grant agreement
within the time specified herein or any extension thereof, or so fails to pursue
its work hereunder as to endanger Gl'antee's performance under this grant
agreement in accordance with its terms, and such breach, default or failure is
not cured within fomieen (14) calendar days after DLCD's notice, or such
longer period as DLCD may specifY in such notice.
c. Grantee's Right to Terminate for Cause. Grantee may telminate this grant
agreement with written notice to DLCD upon the occurrence of the following events:
i. DLCD is in default because DLCD fails to pay Grantee any amount due
pursuant to the tenns of this grant agreement, and DLCD fails to cure such
failure within thirty (30) calendar days after Grantee's notice or such longer
period as Grantee may specifY in such notice; or
ii. DLCD is in default because DLCD commits any material breach or default of
any covenant, warranty, or obligation under this grant agreement, fails to
perform its commitments hereunder within the time specified or any
extension thereof, and DLCD fails to cure such failure within thiliy (30)
calendar days after Grantee's notice or such longer period as Grantee may
specifY in such notice.
d. Return of Property. Upon telTllination of this grant agreement for any reason
whatsoever, Grantee shall innnediately deliver to DLCD all ofDLCD's propeliy
(including without limitation any work or work product( s) for which DLCD has made
payment in whole or in part) that is in the possession or under the control of Grantee
in whatever stage of development and form of recordation such property is expressed
or embodied at that time. Upon receiving a notice of telTllination of this grant
agreement, Grantee shall innnediately cease all activities hereunder, unless DLCD
expressly directs otherwise in such notice of telTllination. Upon DLCD's request,
Grantee shall surrender to anyone DLCD designates, all docmnents, reseal'ch or objects
or other tangible things needed to complete the work and the work product(s).
e. Termination under Paragraph 7 shall be without prejudice to any claims, obligations,
or liabilities either party may have incurred prior to such telTllination.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Page 10 of 11
TA-R-l1-158
8. Failure to Comply: If a party fails to comply with any ofthe requirements or conditions of this
agreement, the other may, without incurring liability, refuse to perform further pursuant to this
agreement. DLCD shall make no further reimbursement to Grantee and Grantee shall upon
demand by DLCD promptly repay DLCD all unexpended grant funds and grant funds expended
in breach of this grant agreement.
9. Accounting and Fiscal Records: Using standard accepted accounting and fiscal records, the
Grantee shall maintain records of the receipt and expenditure of all funds subject to this grant
agreement for a period of tln'ee (3) years after the Closing Date, or for such longer period as may
be required by applicable law or until the conclusion of any audit, controversy or litigation
arising out of or related to this agreement, whichever date is later. Grant accounting records will
be separately maintained from other accounting records.
10. Closeout report: The Grantee shall submit a closeout repOlt to DLCD within thllty (30) days
after termination of the grant period.
11. Subsequent funding: Eligibility for subsequent funding is contingent upon receipt of such
reporting by DLCD.
12. Closeout Payment: Reimbursement up to the total amount of remaining grant funds will be made
upon submittal of all required grant product( s), up to and including those required for the final
reimbursement, and a signed DLCD closeout form acceptable to DLCD. DLCD shall authorize
payment to the Grantee within ninety (90) days of such submittal for all required work and grant
product(s) that are accepted by the DLCD Grant Manager after review for compliance with the
grant conditions.
13. Closeout Penalty: DLCD reserves the right to reduce or withhold final payment if a closeout
report is submitted to DLCD after the thirty (30) days, as referenced in Standard Condition
Number 8.
14. Audit: The Oregon Secretary of State, Attorney General of the State of Oregon and the Director
ofDLCD or any other duly authorized representative ofDLCD shall have access to and the right
to examine any records of transactions related to this agreement for three (3) years after the final
payment under this agreement is authorized by the department.
15. Appropriate use of funds: Grant funds cannot be used for any purpose other than for work done
in accordance with the work plan during the grant period.
16. Amendments: Amendments must be facilitated by the DLCD Grant Manager. An amendment
may be initiated at any time during the grant period, but must be received at the DLCD Salem
Office at least ninety (90) days prior to the Closing Date, of this grant contract, as specified in the
Page 1 Table.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Page II of 11
TA-R-ll-158
Attachment A
Department of Land Conservation and Development
2009-2011 Periodic Review and Technical Assistance Grants
GRANT APPLICA nON
Please complete each S ectioll ill the form below
Typ e or write reqllested illformatioll ill the space provided
S'IIbmil<completeif Applicatiolls with CO -NO LAillEfR THAN N OIVIEMlBfEfR I , 1l()09
Date: 8eJ3teHlBer 14 ,2009 December 23,200 9 R evised No/e: All Boxes b elo w (Ire check boxes.
Grant T y pe: D Periodic Rev iew (for sch edule d periodic review ta sks)
[g) Technical Assistance
Applicant: Deschutes County
Address: 117 NW Lafayette Ave., B end , OR 97701
Phone: 541. 385.1708 Fax: 541. 385.1764
Contact Person and Title: N ick Lelack, Pl annin g Director
Email Address:nickl@co.deschutes.or.us
Grant R e quest Amount: $ $50,000
Local Contributi o n (not req uired): $ $39,040
Project Title:
EOA for large lot industrial uses in Central Oregon
Abstract (Use up to 50 word s to describ e th e project and products u se a a dditional paper to explain):
A statew ide nee d for lar ge-l ot indu strial sit es has been identified by OBDD. Large lot indu strial land
deficiency is an iss ue in th e Central Orego n region . Thi s TA grant pr oposes to co ndu ct a regiona l EOA that wi ll
document the spec ifi c, unmet need for large-lot indu stri al uses in th e region. The EOA will identify econom ic
opportu ni ties for large -l ot indu strial land s and identify potential sit es to acco=odate those opportunities.
Department of Land C onservation and Development
Community Se r vices Division
635 Ca pitol Street NE, S uite 150
Sa le m, Oregon 9730 I
Phon e : 503·373·0050 x283
Fax: 503·378·5518
larrv.f rench @state.or.u s
2009-2011 DLCD GRANT APPLICATION Page 2
Project Narrative
On 'Separate sheetes~, p1eas.e tdescr:ib.e ~he IPropos.ed project .addr.essin.g <each (of \~he ·sections be10w;:
1. Goals and Objectives:
State the goals or overall purpose of th e
project Describe patticular objectives the
community hopes to accomplish: meeting
planning , technical, or infOlmation need s
beyo nd basic planning activities in your
jurisdiction, or as appropriate, among partner
jurisdictions. Please indicate whether this is a
one-biennium, stand-alone project or is palt of
a longer, multi-year/multi-biennium program.
If it is the latter, describe how this work would
contribute to the longer-term project and how
the work beyond this project would be funded.
2. Products and Outcomes:
Clearlv describe the products and outcomes
yo u expect from work under this grant Briefly
describe any anticipated significant effect the
proj ec t would ha ve on deve lopment, livability,
process s treamlining, compliance with federal
requirements, socioeconomic gains, and other
rele va nt factors. If the proposed project relates
to work under a periodic re view work
program, identify the PR work task(s). If the
project is part of a longer multi-yea r effort,
plea se describe sub sequent phases and
expected re sults, any prev ious work
completed, and how work beyond this project
will be funded.
3. Work Program, Timeline & Payment
(best if combined):
A. Tasks
List and briefly describe the major ta s ks and
s ubtasks , in sequence of starting dates , the
resulting products, and the expected status of
products at the time of deli veIY (e.g , adopted,
hearing ready, draft).
B. Timeline
List beginning and end dates of projec t start-up ,
indi vidual tasks, progress milesto nes , interim
products, and project completion. If the project
is to be part of a longer, multi-yea r effoIt,
provide an overview of the expected timeline
and describe subsequent phases to be completed.
C. Payment Schedule
Develop a requested payment schedule,
showing the number, timing , and amount of
interim and fmal payments. Relate interim
payments to products, if applicable. The
payment schedule should include the minimum
number of payments possible (1 to 2 are ideal).
4. Review Criteria
Tec/lllical Assistance grant applications,
include a statement in the naITative that
addresses the approval criteria presented in the
application instructions , and that addresses
priorities stated in the Grants Allocation Plan
5. Project Partners
List other local governments, special di stricts,
s tate agencies, or other e ntities , if any, that will
patticipate in the project Briefly desc ribe the
role of each (e.g , w ill perform work under the
grant; will advise; will contribute infOlmation or
services, etc).
6. Cost-Sharing, and Local Contribution
DLCD (unds are only a part of overall project
costs, please identify sources and amounts of
other fund s or services that will contribute to the
project 's success. Cost-sharing (match) is not
required on general fund grants, but will be a
contributing factor to the success of the
application , all else being equal. Describe the
kinds and list the amounts of local contribution
for the grant (see page 4 of this application).
Will a consultant be retained to assist in completing grant products? Yes ~ No D
Department of Land Conservation and Development
Community Services Divi si on
635 Capitol Street NE, Suite 150
Salem, Oregon 97301
Phone: 503-373-0050 x283
Fax: 503-378-5518
larrv .french @ state.or.us
2009-20011 DLCD GRANT APPLICATION Page 3
Grant Budget
Grant Budget SummaDl
Grant Request Local Total Budget Contribution
Personal Services $ $ 35 ,040 $ 35,040
Supplies $ $ $
Contract services $ 50,000 $ $ 50 ,000
Other: meeting
facility
(Please explain "o th er" $ $ 4,000 $ 4 ,000
exp enses on additiona l
paper as necessmy)
TOTAL $ 50,000 $ 39 ,040 $ 89 ,040
Grant Product Cost SummaDl
Product Grant Request Local Total Budget Contribution
I: Tasks 1.4 & 1.5 $ 8 ,000 $ 12 ,600 $ 20,600
2: All Tas k 2 $ 20 ,000 $ 3,200 $ 23 ,200
3: All Task 3 $ 8,000 $ 4 ,700 $ 12,700
4: All Task 4 $ 3,000 $ $ 3 ,000
5: All Task 5 $ 11 ,000 $ 18 ,540 $ 29 ,540
6 $ $ $
TOTAL $ 50,000 $ 39,040 $ 89,040
Please s ubmit yo ur app lication with all supp lementa l information to
Attn: Larry French , Grants Administrative Specialist
Please see address below
APPLICATION DEADLINIE: N~)Vember [, :!ijO~
Department of Land Co nservation and Development
Community Services Di vision
635 Cap itol Street NE, Suite 150
Sa lem, Oregon 9730 I
Phone: 503-373-0050 x283
Fax: 503-3 78-5518
larrv.f rench @ state.or.us
update 09/09/2009
2009-2011 DLCD GRANT APPLICATION
Grantee Share of Cost Information
For State General Fund Grants:
All contributions , whether cash or in-kind ,
shall be accepted as part of the grantee 's
matching or cost sharing when such
contributions are:
a. Identifiable from the grantee's records ,
b . Not included as contributions for any other
grant o r contract, a nd
c. Necessary and reasonable for proper and
efficient accomplishment of project
objectives.
In -kind contributions are made in some form
other than money. They may represent the
value of goods and services, which benefit the
grant program and are specifically identifiable
to that program . They may be made by the
grantee, other public agencies, private
organizations , appointed members of advisory
committees, and/or indi viduals . Item s which
qualify as in-kind contributions and the
methods for assessing their value include :
a. Volunteer serv ices -Rates for vo lunteers
should be consistent with regular rates pa id
for si milar work in state and local
govenunent. If there is no similar work in
state or local government, the rate s should
reflect the grantee's local labor market.
When another employer donates an
employee's regular services to the grantee,
those services are va lued at the employee's
normal pa y rate.
Department of Land Conservation and Development
Community Services Division
635 Capito l Street NE, Suite J50
Salem, Oregon 9730 I
Page 4
b. Contributed material s -This includes office
supplies or other supplies directly related to
the project. The price assessed should be
reasonable . It shou ld be based on fair market
value when charged to the project.
c. Donated equipment, building, land or use of
space -Incl ude depreciation and use charges
for equipment and buildings and fair rental
charges for land .
d. Employees of other organizations -Services
are within same skill for which employee is
normally paid . Valuation: Employee rate
including fringe but excluding overhead.
In-kind paid for in cash is accounted for by
nonnal accounting procedures. Howe ver, in-kind
for which you establish value should be
accounted for as follows :
a. Services -Maintain record for tho se
attending meetings; their hours, date and
place of meeting , just as you record employee
hours .
b . Documentation -Document your method of
computing at the hourl y rate for perso nal
services and the cost of materials , equipment,
buildings and land charges.
Phone: 503-373-0050 x283
Fax: 503-378-5518
larrv .french @ state.or.us
update 09 /09 /2009
Attachment A
Purpose
TA GRANT APPLICATION TO CONDUCT A REGIONAL EOA
FOR UNMET LARGE·LOT INDUSTRIAL LAND NEEDS
Submitted by Deschutes County to DLCD
A statewide need for large·lot industrial sites was identified in a March 2008 memorandum
from the Oregon Economic & Community Development Department (now Oregon Business
Development Department [OBDD]). The memo states that large, ready-to-go industrial sites
have been one of the state's most significant development challenges in the last few years
and that OBDD "supports the addition of large industrial sites, especially those of 100 to 200
net contiguous developable acres, to the state's industrial land inventory ... "
This statewide large-lot industrial lands deficiency is suspected to be an issue in the Central
Oregon region as well. Large industrial tracts, especially those with potential rail access,
are rare or unavailable. Expanding and new industries seeking large-lot industrial sites in
the Central Oregon region do not have an adequate supply of sites to select from.
The purpose of this grant application is to address this regional large-lot industrial land
supply issue through an economic opportunity analysis (EOA), as provided for in OAR 660,
Divisions 9 and 24, to address regional large-lot industrial land needs.
Approach
The April 14, 2008 DLCD technical memorandum regarding the seven elements of an EOA
will provide primary guidance. Through an EOA, a specific, unmet need for large-lot
industrial uses in the region will be evaluated and documented. It will identify economic
opportunities for large-lot industrial lands in the Central Oregon region and identify the
necessary characteristics and features required of potential sites to accommodate those
opportunities. As part of this characterization, the EOA will define what constitutes a large
industrial lot or parcel in the Central Oregon market and will prioritize large-lot industrial
opportunities that incorporate principles of sustainability and responsiveness to global
climate change.
An EOA of regional employment land needs will be required, factoring in the potential for
large-lot industrial development at available and qualifying candidate sites in the region. The
boundary or extent of this Central Oregon employment region will need to be established
and defined. It will likely include Deschutes County, Jefferson County, Crook County and
the cities of Bend, Culver, La Pine, Redmond, Prineville, Sisters and Madras within those
counties. A new, regionally applicable strategy for large-lot industrial development for the
Central Oregon study area will be developed.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Attachment A Narrative
Page 1 of8
TA-R-11-158
This TA Grant proposal assumes the work to conduct the regional EOA will be conducted
by a planning consultant retained by Deschutes County according to all applicable
procurement procedures.
This application for Technical Assistance (TA) Grant funds is focused on a regional EOA for
a specific land use -large-lot industrial. Based on the EOA's findings, local jurisdictions
may choose to pursue future initiatives to develop large lot industrial uses through specific
site selection and associated land use actions, e.g. urban growth boundary amendments,
intended to implement the EOA's findings and respond to demonstrated market demand.
The information contained within this Regional EOA for large-lot industrial sites is intended
to satisfy the data assemblage and analysis directives of OAR 660-009-0015 (1) including
"Cities and counties are strongly encouraged to analyze trends and establish employment
projections in a geographic area larger than the planning area and to determine the
percentage of employment growth reasonably expected to be captured for the planning
area based on the assessment of community economic development potential pursuant to
section (4) of this rule." As such, this information is strategiC empowerment that can be
used by any participating jurisdiction with identified, qualifying candidate sites to pursue a
UGB amendment without internalizing the additional burden of data (and trends)
assemblage and analysis to substantiate the unmet regional need for large-lot industrial
lands. This Regional EOA will establish and validate the unmet regional land need, identify
community (infrastructure, housing and workforce, etc.) and site attributes necessary to
satisfy the unmet land need, inventory areas within and adjacent to UGBs to identify
available (if any) land supply and candidate UGB expansion sites that could potentially
satisfy the demonstrated unmet regional land need, prepare Development Code provisions
(including large-lot retention requirements) and Comprehensive Plan policies that support
and nurture large-lot industrial land development, and provide sample UGB amendment
findings to support the UGB inclusion of identified and qualifying candidate sites for large-lot
industrial development. In summary, the work products from this TA grant project will be
able to be used by various local jurisdictions aspiring to avail an entirely new site for large-
lot industrial development. This information will not be in lieu of the standard burdens of
proof and due diligence typically required to achieve a UGB amendment, BUT, it will provide
very tailored, regional data and analyses necessary to satisfy OAR 660-009-0015 (1) to
address regional unmet land needs demonstration. The provision of this uncommon (and
currently unavailable) and rarely assembled/analyzed information and support materials can
make a substantial difference in private property owner and local government decision-
making whether or not to endeavor to address the regional unmet land need for large-lot
industrial sites. Additionally, this TA project work scope and work products can serve as a
model to be replicated in other regions of the state to help address similar unmet large-lot
industrial land needs.
Augmenting Work Currently Underway
The first phase of the EOA process has been initiated under the auspices of the Department
of State Lands (DSL). This grant application acknowledges and builds upon the tasks that
DSL is currently undertaking while seeking grant funding support to implement the balance
of EOA tasks necessary to satisfy the comprehensive requirements of a regional EOA
investigation.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Attachment A Narrative
Page 2 of8
TA-R-1l-158
Included in the TA grant application is a request for funding to complete Phase 1 of the EOA
(specifically, Tasks 1.4 and 1.5). This additional Phase 1 work includes coordination with
economic development professionals, land use planners and local community
representatives to identify future industrial development trends and scenarios focusing on
the issues of:
1) In the Central Oregon region, what constitutes an appropriately sized large-lot industrial
site (50, 75, 100, or 200 acres, for example) to effectively support state industrial
recruitment efforts?
2) What is the threshold of minimum lot sizes that are acceptable to private ownership to
engage their participation in large-lot industrial development?
3) What does the Regional EOA process avail in land supply that the conventional land
supply marketplace does not/cannot; and
4) How does the Regional EOA focus on large-lot uses maintain connection and relevancy
to emerging local and regional industrial development trends?
These four issues must be resolved in a regionally collaborative fashion in order to avoid
future compromises to the retention of large-lot industrial lands in the face of marketplace
forces seeking short-term profits from smaller-lot development opportunities.
For purposes of local match requirements, Task 1 expenses that have already been
incurred are considered to be credited to the total EOA local match support for this grant
request.
Work Scope
Note: Tasks 1.1-1.3 are currently being undertaken.
Task 1: Statement of Regional Economic Development Objectives
Task 1.1: Documentation of Regional Economic Development Outlook
This initial step will establish the baseline information needed to articulate a regional
perspective on economic development and employment opportunities in the region
including: history of economic development activities in the region, trends and recent
changes in industrial development and job growth; new opportunities for the region as
indicated by the dynamics in select industrial/business sectors; regional and local economic
development initiatives and business recruitment efforts; and local government business-
support programs, associated Code and Plan updates and infrastructure investment plans.
(NO FUNDING REQUESTED)
Task 1.2: Study Area Defined
The overview information gathered in Task 1.1 will reveal which communities and places
within the 3-county area (Deschutes, Jefferson and Crook) have an interest in and
institutional support for large-lot industrial development and resulting job creation. The cities
of Bend, Culver, LaPine, Redmond, Prineville, Sisters and Madras are all candidates for
inclusion in the study area and are considered to define the Central Oregon employment
and business region. Additionally, these cities and counties are the subject of a concurrent
"Central Oregon Rail Study'; the findings of which will be incorporated into this EOA The
final identified study area will be comprised of all appropriately designated urban growth
boundary (UGB) lands as well as lands abutting UGBs. The basis for defining the study
area will be included in this task. (NO FUNDING REQUESTED)
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Attachment A Narrative
Page 3 of8
TA-R-1l-158
Task 1.3: Review Local and Regional Economic Development Objectives
Review existing comprehensive plan policies, state and regional economic development
strategies, vision statements, and other recent work that establishes local economic
development objectives and goals. (NO FUNDING REQUESTED)
Task 1.4: LocallRegional Data Collection and Coordination.
Create a Regional Advisory Committee (RAC) comprised of representatives from
Deschutes County (applicant), other cities and counties within the study area and Economic
Development in Central Oregon (EDCO) to:
• Introduce the project and collect background information, including regional market
data and existing information on industrial/employment sites and inventories.
• Identify commonalities and differences in perspectives on the studies scope, the
definition of "large-lot", mechanisms to retain large-lot status, and other aspects of
the EOA and large-lot industrial uses (initial query on the four questions identified
above).
• Identify land use requirements and procedures needed to support future, local
community implementation of EOA findings, conclusions and recommendations.
Summary notes will be prepared of all meetings and a preliminary "white paper" report will
be prepared identifying commonalities/differences in perspectives and issues to be
discussed/resolved that would serve as the basis for a regional forum on large-lot industrial
land development in Task 1.5.
Task 1.5: Local/Regional Industrial Land Development Trends.
Conduct an Industrial Land Development Forum among RAC members, economic
development and land use professionals, state agency staff, and local/regional elected
officials to identify future industrial development trends and scenarios focusing on the four
issues described above. Building off the individual meetings in Task 1.4, the goal of the
forum is to seek to achieve consensus on future industrial land development trends in
Central Oregon that can serve as the foundation for other elements of the regional EOA.
In essence, the forum is intended to answer the questions revolving around what large-lot
industrial development means and how it functions now and in the future in the Central
Oregon region (it is intended that the Central Oregon Economic Revitalization Team
[COERT] will host this Forum).
Based upon forum results, the EOA scope of work will be further refined (if necessary),
including agreeing on roles and responsibilities, clarifying the time schedule and discussing
any other outstanding issues.
Schedule: Coordination meetings with economic development specialists, land use
planners, elected officials and business leaders (Task 1.4) and the forum (Task 1.5) will
occur within four months of TA Grant funding award.
Estimated Fee for Tasks 1.4 and 1.5: $8,000
Department of Land Conservation and Development
Deschutes Couuty 2009-2011 General Fuud TA Grant Agreement
Attachment A Narrative
Page 40[8
TA-R-1l-158
Deliverables:
• "White paper" report, based on the meetings in Task 1.4, identifying
commonalities/differences in perspectives and issues to be discussed/resolved that
would serve as the basis for a regional forum on large-lot industrial land
development in Task 1.5.
• A report documenting the conclusions and findings of the Industrial Land
Development Forum including:
1.} Regional agreement regarding the parameters that define a Central Oregon
large-lot industrial site (# acres) that effectively supports regional and state industrial
recruitment efforts;
2.} Issues and concems regarding minimum lot sizes and retention obligations those
are acceptable to private ownership;
3.} Types and qualities of employment lands that the Regional EOA process avails
that the conventional land supply marketplace does not/cannot; and
4.} Strategies for the Regional EOAlUGB expansion process that effectively retain
large-lot status while maintaining connection and relevancy to emerging local and
regional industrial development trends.
5.) Strategic analysis and response to issues identified by COERT representing the
interest or concems of state agency programs, regulations and processes.
• Revisions to the EOA scope of work as needed.
Task 2: Report on Trend Analysis and Suitability Requirements
Approval of a UGB amendment requires demonstrating that the existing urban land supply
is inadequate to satisfy an established land need and that more (site and type specific) land
must be added to the UGB in order to address/satisfy the land need for the identified,
specific land uses. The first step in this process is to identify the overall need.
Task 2.1: Review National, State and Regional Economic Trends
Review national, state and regional economic trend data, including but not limited to
population and job forecasts for the 20-year planning period, unmet demand and commute
pattems. The review will focus on regional, large-lot industrial/employment land needs
including identifying existing economic development issues, projected trends, opportunities,
constraints and needs.
The method preferred by DLCD is to clearly articulate the communities' economic
development objectives, examine the characteristics of available and potential sites within
the study area for different kinds of employment uses, and examine the costs and risks of
providing services to the sites. The development of detailed policies for managing the short-
term supply of sites is recommended to all communities and required within an MPO.
Task 2.2: Assess Economic Development Potential
Assess economic development potential by analyzing factors such as workforce; availability
of transportation facilities for access and freight mobility (including rail); access to suppliers
and utilities; location, size, and buying power of markets; land costs; state and federal
environmental protection laws; and service infrastructure. Incorporate economic
opportunities and constraints into the analysis by describing how they affect future land
demand.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Attachment A Narrative
Page 5 of8
TA-R-11-158
• Compile employment and wage data for the region, and conduct an industry clusters
analysis to ascertain emerging economic development characteristics.
• Describe site requirements for industrial/employment uses that are likely targets for
regional, national and international business recruitment to the region in the short-term
(5-year) and longer-term (20-year) planning horizons.
• Assess regional economic development potential according to workforce, transportation
and public services access and other opportunities and constraints regarding market
and land use characteristics. Consider railroad-shipping strategies. Address the findings
and conclusions of the Central Oregon Rail Plan. Evaluate the certified industrial sites
within the study area.
• Estimate total numbers of large-lot industrial/employment sites and acres needed in the
study region/area for the 20-year planning period. Obtain information from state and
regional economic development agencies. Explain the factors, data, assumptions, and
conclusions used to estimate large-lot industrial/employment land demand for the 20-
year planning period. This may be accomplished with assistance from OBDD site
selection specialists and/or other suitable mechanisms.
• Prepare a summary assessment of the demand and likely opportunities for large-lot
industrial/employment development in the study region and how large-lot development
of the most suitable site(s) can meet that demand in comparison to other available lands
in the study region. Analyze the information gathered to estimate net land demand for
industrial/employment land the study area for the 20-year planning period. Review
summary assessment with Deschutes County, DLCD, COERT, the RAC, EDCO and
other interested project partners.
Task 2.3: Conduct Expert Interviews and Convene the Regional Advisory Committee
Conduct up to 12 interviews with land and economic development/industrial recruitment
experts to discuss:
• The region's economic role within the state, national and global economy
• Types of jobs/preferred growth clusters best suited for the region
• Effects of changing regional demographic patterns on land needs
Convene a meeting of the RAC to discuss interview results.
Schedule: Complete interviews within eight weeks from the completion of Task 1.
Estimated Fee for Task 2: $20,000
Deliverables: A report documenting: national, state and regional economic trends;
economic development potential and large-lot industrial land demand generated within the
regional study area; potential national and international (external to region) business
demand for large-lot industrial sites within the study area; description of large-lot industrial
site characteristics and infrastructure capabilities necessary to be competitive for regional,
national and international industrial/business recruitment; local jurisdiction and workforce
attributes and programs necessary to be competitive for national and international
industrial/business recruitment; and a summary of RAC discussion and interviews with land
and economic development/industrial recruitment experts.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Attachment A Narrative
Page 6 of8
TA-R-1l-158
Task 3: Identify and Evaluate Potential Sites
Task 3.1: Inventory large lots for industrial/employment uses
Convene the RAC to inventory, analyze and map the study region's existing supply of large-
lot industrial/employment lands for acreage, development constraints, ownership patterns,
and accessibility and other suitability and availability criteria to determine the readiness of
the current land supply for large-lot industrial/employment development.
The inventory will include the number, size and location of buildable properties available for
large-lot use and the development potential for those properties, taking into account existing
zoning and other environmental and property-related constraints, and the identified large-lot
industrial site characteristics and infrastructure capabilities necessary to be competitive for
national and international industrial/business recruitment. Examine the possibility of
assembling adjacent vacant properties to establish large-lots. Examine the potential for
redevelopment of existing sites, as required by EOA inventory standards. The candidate
large-lot industrial site inventory information will be presented in an electronic format that is
compatible with Deschutes County's GIS map standards. The report will consider whether
land is ready in the short-term (ready for construction within one year of a building permit
application or service extension request). The report will not provide a relative ranking or
rating the candidate sites but rather will provide a listing and GIS mapping of eligible and
qualifying candidate sites.
Schedule: Twelve weeks from the completion of Task 1
Estimated Fee for Task 3: $8,000
Deliverables: GIS map and written report Inventory of suitable and qualifying candidate
large-lot sites.
Task 4: Comprehensive Plan and Zoning Review
Review study region comprehensive plan policies, designations and associated zoning
codes for consistency with regional economic development objectives, specifically to
accommodate large-lot industrial/employment lands. Recommend changes if needed. This
will include a range of specific policies and mechanisms to protect prime
industrial/employment lands for desired uses.
• Analyze and make suggested updates to existing policy and code requirements to
implement the recommendations of the EOA. Develop policies that address targets for
the type and location of industrial/employment uses.
• Designate an adequate number of sites of suitable sizes, types and locations including
Brownfield redevelopment areas
• Develop policies regarding provision of needed public facilities, user recruitment and
other relevant economic development strategies.
Schedule: One month from the completion of Task 3
Estimated Fee for Task 4: $3,000
Deliverables: Recommended comprehensive plan policy and/or code text changes for
specific jurisdictions as well as a generic set of recommended Plan and Code policies and
standards supportive of large-lot industrial development.
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Attachment A Narrative
Page 70[8
TA-R-1l-158
Task 5: Economic Opportunities Analysis (EOA)
Prepare administrative draft EOA that reconciles supply and demand. Review draft EOA
with Deschutes County, DLCD and project partners. Convene a meeting of the RAC and
other interested parties to review the draft EOA. Incorporate comments into public review
draft EOA.
Provide a variety of opportunities for public review, including the stakeholder meeting, web
site postings, and presentations to local government bodies to gather feedback and
guidance from the community on the public review draft EOA. Incorporate final comments
from public review process into a final EOA.
Participate in local, regional and state meetings to help ensure Regional EOA
understanding (and appreciation) by participating jurisdictions, EDCO and state agencies
including DLCD. Given that to date, no Regional EOA (especially for large-lot industrial
sites) has been conducted or used within the Central Oregon region (or possibly the entire
state), the conclusions, findings and ultimate utility of such information and resulting
reference document may not be fully understood or appreciated by elected and appointed
officials, property owners, local government and state agency staff.
As determined by the RAC, present findings through a regional forum, report distribution or
other appropriate venue to elected and appointed local government officials, local and state
government staff, potentially affected property owners, and local, regional and statewide
industrial recruitment and economic development staff, and business and land development
(including real estate) professionals. The purpose for this presentation is to focus on and
provide elected officials and private development interests an opportunity to learn about the
EOA/study findings in a group forum where they can learn from professional experts, hear
from others in the region, and express their own reflections including how the EOA can be
used by their community. This presentation forum will promote local acceptance and use of
the EOA/study findings.
Schedule: Two months from the completion of Task 4.
Estimated Fee for Task 5: $11,000
Deliverables: Draft and revised Final the EOA by Conducting a Regional Presentation of
EOA/study findings including written summary notes of the even!.
TOTAL COST FOR TASKS 1-5. REGIONAL EOA: $50,000
Department of Land Conservation and Development
Deschutes County 2009-2011 General Fund TA Grant Agreement
Attachment A Narrative
Page 8 of8
TA-R-11-158
Attachment A
Deschutes County: 2009-2011 OLeO TA Grant SUPPLEMENT-
REGIONAL EOA FOR LARGE-LOT INDUSTRIAL
IN-KIND MATCH
TASK In-Kind Activity Participants # of Hours $ Value
1.4 RAC Mtg-5 hrs. RAC, EDCO, 45 2,700
& Staff
1.5 Dev'mt Forum All Jurisdictions 140 8,400
7 hrs. & all Staff, all EDCO
2.3 RAC Mtg-5 hrs. RAC, EDCO 45 2,700
& Staff
3.1 RAC Mtg-7 hrs. RAC, EDCO 70 4,200
& Staff
5 RAC Mtg-7 hrs. RAC, EDCO 134 8,040
& all Staff
5 EOA Forum-5 hrs. RAC, EDCO, 150 9,000
Staff, Property Owners
-------------------------------------------------------------------~-----------------------------------
In-kind match for the TIME contributions of elected officials, city, county and state
agency staff, EDCO, and property owners ............... Total: $ 35,040
Plus: in-kind match for meeting facilities .................... Total: $ 4,000
TOTAL IN-KIND MATCH: $ 39,040
NOTES:
1. RAC members include one elected official from: Deschutes Co., Crook
Co., Jefferson Co., Bend, Redmond, Prineville, & Madras.
2. EDCO staff reps from: Bend, Redmond, Prineville, & Madras.
3. Staff includes at least one staff from Deschutes County and one from DSL
4. All Staff includes at least 2 staff members from each participating
jurisdiction typically including top administrator and planning official.
5. RAC meeting typical attendance assumed to include 80% of RAC, 4
EDCO staff, one county staff and one DSL staff.
6. An average of one-hour travel time per participant is accounted for.
7. Dev'mt and EOA forums assumed to have greater elected and appointed
officials and staff participation-est. 20 attendees at Dev'mt Forum and 30
attendees at EOA forum.
8. In-kind hourly contributions based upon a standard rate of $60/hour for all
agency staff, elected and appointed officials and EDCO staff.
Department of Land Conservation and Development
Deschutes County 2009-20 II General Fund TA Grant Agreement
Attachment A Supplement
Pagel of2
TA-R-II-158
Estimated in-kind contribution by jurisdiction
In-kind
Staff @ $60/hr value
Deschutes $3,180
Crook $3,180
Jefferson $3,180
Bend $3,180
Culver $3,180
La Pine $3,180
Redmond $3,180
Prineville $3,180
Sisters $3,180
Madras $3,180
EDCO $3,240
Facilities $4,000
Total $39,040
Department of Land Conservation and Development
Deschutes County 2009-20 II General Fund T A Grant Agreement
Attachment A Supplement
Page 2 of2
TA-R-ll-158