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UR-50 - City New Plan design Pa e From: To: Date: Subject: Mary Tennant grobblee@co.marion.or.us 8/13/2003 8:27:36 AM UR-50 for Fiscal Year 2003-04 Gayle - As a follow-up to our telephone conversation this date, the City considers our Urban Renewal Plan as a "new plan" with an effective of March 12,2002 (date the plan was approved by the voters). Therefore, no changes will be made the our UR-50 form which was submitted to your office on July 15, 2003. Thanks for your assistance on this matter. Mary Tennant City Recorder (503)982-5210 From: To: Date: Subject: John Brown Mary Tennant 8/11/200312:17:06 PM Re: Fwd: Effective Date of Woodburn UR Plan We've already heard from Jeanette - I think Jeff was going to run it by her just for reaction's sake. As far as we are concerned, we need to let the County know that we will be going forward as a "new plan". Thanks. JB >>> MaryTennant8/11/200312:14:02 PM >>> Information is correct - I assume that we are waiting for a response from Jeannette Lohner and no action has been taken with the County to finalize our position (wading through what I need to do on a few things that were pending when I went on vacation!) . >>> John Brown 8/8/2003 7:49:36 AM >>> FYI. I believe I've accurately portrayed the information exchange between you and the county on the UR-50 subject. Let me know if I have not. JB >>> "Jeffrey Tashman" <tash81@comcast.net> 8/8/2003 7:49:23 AM >>> Hi John, Hard to believe they're just giving you the choice of new plan or window plan, because Jeannette was clear that the plan's effective date is after the election, making it a new plan. In any case, there were no local options in place in FY 2002/2003 and I didn't project any to be in place in the future. However, if one were to be adopted, in my view and in my projections, it would not be divided for or produce any revenue for urban renewal. I'm taking the liberty of forwarding your message and my response to Jeannette for her review. Jeff Tashman Johnson LLC 6585 SW Parkhill Drive Portland, OR 97239-2655 5032457828 Fax 503 245 3171 -----Original Message----- From: John Brown [mailto:John.Brown@cLwoodburn.or.usl Sent: Friday, August 08,20037:31 AM To: tash81@comcast.net Subject: Re: Out of the Office Jeff. Thanks for the warning. Seeing as how I won't be able to ask you this for two weeks, I'll ask now. The filing of our UR-50 form with Marion County generated an interesting exchange as to the effective date of our plan. Per Jeannette Lohner's advice, we view our effective date as that on which the voters approved the plan - March 2002, not the date the Council originally adopted it, August 2001. We filed our UR-50 as a "new" plan, rather than a "window" plan - based on our understanding of the effective date. Apparently, January 2002 statutory changes created the difference between new and window plans. The County initially questioned our choice of plan, and tried to require a correction - they viewed the effective date as the date the ordinance was adopted by Council. We challenged that interpretation. They contacted the State Department of Revenue, who told them we could take our choice of either. As they explain it, the main difference is that under the window plan, we will receive a piece of any local option levies approved after January 2002. Under the new plan we would not. We believe it is most appropriate, given the advice we have sought and received on the matter, to consider ourselves a new plan. We are also against taking a piece of the local option levies of various agencies who need all the money they are going out to bond for. In the dim recesses of my memory, I can almost recall having talked with you about some of this subject matter already - if so, forgive me for bringing it up again. Now, to the question: Are your calculations of revenue flow are based on a March 2002 effective date? And, do they assume any projected revenue from local option levies that might be passed during the life of the plan? Thanks. JB >>> "Jeffrey Tashman" <tash81@comcast.net> 8/7/2003 12:35:08 PM >>> Hello, I will be out of the office from Monday August 11 through Friday August 22. During that time I will not be checking emaH or voice mail messages. I will be back in the office on August 25. Jeff tashman Tashman Johnson LLC 6585 SW Parkhill Drive Portland, OR 97239-2655 5032457828 Fax 503 245 3171