November 8, 2021 Agenda ERIC SWENSON,MAYOR
CITY OF WOODBURN DEBBIE CABRALES,COUNCILOR WARD I
ALICE SWANSON,COUNCILOR WARD II
CITY COUNCIL AGENDA ROBERT CARNEY,COUNCILOR WARD III
SHARON SCHAUB,COUNCILOR WARD IV
MARY BETH CORNWELL,COUNCILOR WARD V
NOVEMBER 8, 2021— 7:00 P.M. BENITO PUENTE JR.,COUNCILOR WARD VI
CITY HALL COUNCIL CHAMBERS-270 MONTGOMERY STREET
1. CALL TO ORDER AND FLAG SALUTE
2. ROLL CALL
3. ANNOUNCEMENTS AND APPOINTMENTS
Announcements:
A. City Hall, the Library, and Transit Services will be closed on November
11 in observance of Veterans Day. The Aquatic Center will be open
normal hours.
B. City Hall and the Library will be will be closed November 25 and 26 for
the Thanksgiving Holiday.
The Aquatic Center will be closed November 25 for the Thanksgiving
Holiday.
Transit Services will be closed on November 25 for the Thanksgiving
Holiday but will be open normal business hours on Friday, November
26.
C. The City Council meeting scheduled for November 22,2021,is cancelled.
The next City Council meeting will take place on December 13, 2021, at
7:00 p.m.
Appointments:
None.
This facility is ADA accessible. If you need special accommodation, please contact the City Recorder at
503-980-6318 or Statewide To//Free Relay (800) 735-1232, at least 48 hours prior to this meeting.
Si usted necesita asistencia especial, comuniquese al 503-980-6322 o a la linea telef6nica gratuita, (800)
735-1232, con un minimo de 48 horas, antes de la reuni6n.
**Habra int6rpretes disponibles para aquellas personas clue no hablan Ingl6s, previo acuerdo.
Comuniquese al (503) 980-6322.**
November 8, 2021 Council Agenda Page i
4. COMMUNITY/GOVERNMENT ORGANIZATIONS
None.
5. PROCLAMATIONS/PRESENTATIONS
Proclamations:
None.
Presentations:
A. COVID-19 Update
B. North Marion County Employment Hub
6. COMMUNICATIONS
None.
7. BUSINESS FROM THE PUBLIC - This allows the public to introduce items for Council
consideration not already scheduled on the agenda.
8. CONSENT AGENDA - Items listed on the consent agenda are considered routine
and may be adopted by one motion. Any item may be removed for discussion
at the request of a Council member.
A. Woodburn City Council Meeting minutes of October 25, 2021 1
Recommended Action: Approve the minutes.
B. Building Activity for October 2021 4
Recommended Action: Receive the report.
9. TABLED BUSINESS
None.
10. PUBLIC HEARINGS
None.
11. GENERAL BUSINESS-Members of the public wishing to comment on items of general
business must complete and submit a speaker's card to the City Recorder prior to
commencing this portion of the Council's agenda. Comment time may be limited
by Mayoral prerogative.
A. Council Bill No. 3166 - An Ordinance Relating to Reapportionment of 5
Ward Boundaries, Repealing Ordinance 2483, and Declaring an
November 8, 2021 Council Agenda Page ii
Emergency
Recommended Action: Adopt the Ordinance.
B. Council Bill No. 3167- An Ordinance Repealing Ordinance 2237 as 10
Part of the Ordinance Review/Revision Project and Declaring an
Emergency
Recommended Action: Adopt the ordinance repealing ordinance
2237 (a special ordinance that established a process for the formation
of a reimbursement district to address specific legal issues related to
the land use applications of Craig Realty Group, LLC, the developer
of the Woodburn Factory Outlet Stores) because the Ordinance is
outdated and no longer applicable, and declaring an emergency.
C. Award of Construction Contract for Aquatic Center DX Recovery Unit 38
Repair
Recommended Action: Authorize the City Administrator to enter into
a Professional Services Agreement (PSA) with Envise Inc. for the
Aquatic Center DX Recovery Unit Repair in the amount of $113,392.00.
12. OTHER BUSINESS
None.
13. PLANNING COMMISSION OR ADMINISTRATIVE LAND USE ACTIONS - These are
Planning Commission or Administrative Land Use actions that may be called up
by the City Council.
None.
14. CITY ADMINISTRATOR'S REPORT
15. MAYOR AND COUNCIL REPORTS
16. EXECUTIVE SESSION
A. To review and evaluate, pursuant to standards, criteria and policy
directives adopted by the governing body, the employment-related
performance of the chief executive officer of any public body, a public
officer, employee or staff member unless the person whose performance
is being reviewed and evaluated requests an open hearing pursuant to
ORS 192.660 (2)(i).
17. ADJOURNMENT
November 8, 2021 Council Agenda Page iii
COUNCIL MEETING MINUTES
OCTOBER 25, 2021
DATE COUNCIL CHAMBERS, CITY HALL, CITY OF WOODBURN, COUNTY OF
MARION, STATE OF OREGON, OCTOBER 25, 2021
CONVENED The meeting convened at 7:01 p.m. with Mayor Swenson presiding.
ROLL CALL
Mayor Swenson Present
Councilor Carney Present
Councilor Cornwell Present-via video conferencing
Councilor Schaub Present-via video conferencing
Councilor Swanson Present-via video conferencing 7:45 p.m.
Councilor Puente Present-via video conferencing
Councilor Cabrales Present-via video conferencing
Staff Present: City Administrator Derickson, City Attorney Shields,Assistant City Administrator
Row, Police Chief Pilcher, Community Development Director Kerr, Economic Development
Director Johnk, Human Resources Director Gregg, Public Works Projects and Engineering
Director Liljequist, Public Works Operations Director Stultz, Finance Director Turley, Public
Affairs and Communications Coordinator Moore, City Recorder Pierson
PRESENTATIONS
COVID-19 Update — Community Services Director Cuomo provided updated information on
COVID-19 in Woodburn.
BUSINESS FROM THE PUBLIC
Arnold Ponce, 3244 McNaught Street, stated that he was at the Council Meeting two weeks ago
and spoke to the Council about getting better language into the parking ordinance. He stated that
he was told that the City Council decided to table the issue because of the pandemic. He provided
a photo of the street parking to the Council. He stated that he hopes the Council will address this
issue. Mayor Swenson stated that their rational for tabling this until later is due to people working
from home due to the pandemic. Police Chief Pilcher noted that he did call Mr. Ponce and spoke
with him about this issue and the reasons for it being tabled.
Karen Linton, provided a petition signed by over 100 residents of Woodburn Estates to have an
off leash area for dogs in Senior Estates Park on the Astor side.
CONSENT AGENDA
A. Woodburn City Council minutes of October 11, 2021,
B. Woodburn City Council Executive Session minutes of October 11, 2021,
C. Crime Statistics through September 2021.
Carney/Cornwell... adopt the Consent Agenda. The motion passed unanimously.
PUBLIC HEARING
A Public Hearing to consider input on a FY 2021-2022 Supplemental Budget Request. Mayor
Swenson declared the hearing open at 7:21 p.m. for the purpose of hearing public input on a FY
2021-2022 Supplemental Budget Request. City Administrator Derickson and Finance Director
Turley provided a staff report. Paige Clarkson, Marion County DA, provided testimony in favor
of the Supplemental Budget request. Alison Kelly, CEO of Liberty House,provided testimony in
Page 1 - Council Meeting Minutes, October 25, 2021
1
COUNCIL MEETING MINUTES
OCTOBER 25, 2021
favor of the Supplemental Budget request. Gabriella Pena and Rick Gaupo with Aware Food Bank
provided testimony in favor of the Supplemental Budget request. Curt Jones provided testimony
in favor of the Supplemental Budget request. Robert Prinslow with Love Santa provided testimony
in favor of the Supplemental Budget request. No members of the public wished to speak in
opposition of a FY 2021-2022 Supplemental Budget Request. Mayor Swenson closed the hearing
at 7:50 p.m.
COUNCIL BILL NO. 3165 —A RESOLUTION APPROVING TRANSFERS OF FY 2021-
2022 APPROPRIATIONS AND APPROVING A SUPPLEMENTAL BUDGET
Carney introduced Council Bill No. 3165. City Recorder Pierson read the bill by title only since
there were no objections from the Council. On roll call vote for final passage, the bill passed
unanimously. Mayor Swenson declared Council Bill No. 3165 duly passed.
AWARD OF CONSTRUCTION CONTRACT FOR THE LEGION PARK
IMPROVEMENT PROJECT
Community Services Director Cuomo provided a staff report. Carney/Cabrales... award a
contract for the Legion Park Improvement Project to Hellas Construction, Inc. in the amount of
$4,004,694.00. The motion passed unanimously.
WORK SESSION
Ward Redistricting — Lesley Hegewald with Mid-Willamette Valley Council of Governments
provided three draft alternatives for Ward Boundary redistricting. Councilors provided comments
and asked questions. Lesley stated that she would take the Councilors comments and suggestions
into account and provide updated ward boundary alternatives.
CALL-UP BRIEFING: PLANNING COMMISSION APPROVAL OF A CONDITIONAL
USE PERMIT, DESIGN REVIEW, AND STREET EXCEPTION APPLICATION
PACKAGE FOR THE LINCOLN ELEMENTARY SCHOOL WEST REAR PARKING
AREA EXPANSION AT 1041 N. BOONES FERRY ROAD (CU 21-01, DR 21-08, & EXCP
21-04
The Council declined to call this item up.
CALL-UP BRIEFING: PLANNING COMMISSION APPROVAL OF A DESIGN
REVIEW, PLANNED UNIT DEVELOPMENT, AND RIPARIAN CORRIDOR &
WETLANDS OVERLAY DISTRICT PERMIT APPLICATION PACKAGE FOR THE
WOODBURN SENIOR LIVING APARTMENTS PROJECT AT 2385 SPRAGUE LANE
(DR 21-05, PUD 21-01, & RCWOD 21-02)
The Council declined to call this item up.
CITY ADMINISTRATOR'S REPORT
City Administrator Derickson reported the following:
• Thanked everyone who worked on the ARPA funding allocations.
• The Oregon City Managers Association elected him to be their President in
2023.
• There will only be one meeting in November and December due to the holidays.
MAYOR AND COUNCIL REPORTS
Page 2 - Council Meeting Minutes, October 25, 2021
2
COUNCIL MEETING MINUTES
OCTOBER 25, 2021
Councilor Cabrales thanked everyone for their hard work.
Carney/Cabrales... meeting be adjourned. The motion passed unanimously.
The meeting adjourned at 8:25 p.m.
APPROVED
ERIC SWENSON, MAYOR
ATTEST
Heather Pierson, City Recorder
City of Woodburn, Oregon
Page 3 - Council Meeting Minutes, October 25, 2021
3
CITY OF WOODB URN
Community Development Department
MEMORANDUM
270 Montgomery Street Woodburn, Oregon 97071 (503) 982-5246
Date: November 1, 2021
To: Chris Kerr, Community Development Director
From: Melissa Gitt, Building Official
Subject: Building Activity for October 2021
2019 2020 2021
No. Dollar Amount No. Dollar Amount No. Dollar Amount
Single-Family Residential 1 $256,306 0 $0 9 $2,422,594
Multi-Family Residential 0 $0 0 $0 9 $14,377,134
Assisted Living Facilities 0 $0 0 $0 0 $0
Residential Adds &Alts 5 $126,365 4 $31,370 0 $0
Industrial 0 $0 0 $0 0 $0
Commercial 6 $279,495 2 $154,000 6 $533,200
Signs and Fences 0 $0 0 $0 0 $0
Manufactured Homes 0 $0 1 $127,000 0 $0
TOTALS 12 $662,166 8 $312,370 21 $7,886,744
Fiscal Year to Date $3,557,739 $6,744,416 $25,219,672
(July 1 —June 30)
• Totals based off of permit valuation
K:Axx PDF Agenda Process\2021\November 8,2021\neno-2021-100ctober.doc
4
Iii♦ 4
B V'
November 8, 2021
TO: Honorable Mayor and City Council
FROM: Scott Derickson, City Administrator
SUBJECT: Ward Boundaries
RECOMMENDATION:
Adopt the Ordinance.
BACKGROUND:
Each city that elects city councilors on the basis of ward representation is
required to examine and, if necessary, modify ward boundaries within the same
year the results of the decennial census are released. The City has contracted
with the Mid-Willamette Valley Council of Governments (MWVCOG) to update
Woodburn's Ward Boundaries in accordance with State law and guidelines as
follows:
Each district, as nearly as possible, shall:
• Be contiguous;
• Utilize existing geographic or political boundaries
• Not divide communities of common interest
• Be connected by transportation links
• Be of equal population
• No district shall be drawn for the purpose of favoring any political party,
incumbent elected official, or other person
• No district shall be drawn for the purpose of diluting the voting strength of
any language or ethnic minority group
• To greatest extent, consider newly drawn legislative and congressional
boundaries
The agreement with the MWVCOG provided for development of three
reapportionment alternatives.
Agenda Item Review: City Administrator_x_ City Attorney_x Finance_x-
5
Honorable Mayor and City Council
November 8, 2021
Page 2
DISCUSSION:
During a work session with the City Council at its October 25, 2021 meeting the
MWVCOG presented three draft alternatives to the City Council. Council
considered the alternatives and provided comments. Attached, for your
consideration and approval is an ordinance (and map) that reapportions ward
boundaries, pursuant to Alternative 1 B which was drafted by MWVCOG after
taking Councils comments during the work session into consideration and the
2020 census.
This Ordinance contains an emergency clause so that the City Council's final
action can immediately be conveyed to the Marion County Elections
Department.
FINANCIAL IMPACT:
None.
6
COUNCIL BILL NO. 3166
ORDINANCE NO. 2593
AN ORDINANCE RELATING TO REAPPORTIONMENT OF WARD BOUNDARIES,
REPEALING ORDINANCE 2483, AND DECLARING AN EMERGENCY
WHEREAS, the City Charter apportions the City into six wards, and requires
alteration of the ward boundaries not less than once every ten years to maintain
an equal population distribution; and
WHEREAS, the City Council has undertaken and completed a public
process to reapportion ward boundaries following the 2020 census; and
WHEREAS, the City Council considered several alternatives, and selected
a preferred alternative for reapportionment of ward boundaries which is in
accordance with the equal population distribution and other criteria selected
by the City Council; and
WHEREAS, formal adoption of the ward boundaries, by City Ordinance, is
required; NOW, THEREFORE,
THE CITY OF WOODBURN ORDAINS AS FOLLOWS:
Section 1. That the City of Woodburn is hereby divided into six wards,
which shall be designated as Wards I, II, III, IV, V, and VI.
Section 2. That the boundaries of the six wards created by section 1
above shall be as indicated on a map known as "Ward Map of 2021 ", a copy of
which is attached hereto and, by this reference, incorporated herein.
Section 3. That two (2) copies of said ward map are on file in the office
of the City Recorder, and said map of boundaries indicated thereon are hereby
adopted until such time as they shall be amended or abolished by ordinance or
Charter.
Section 4. That Ordinance 2483 is repealed.
Section 5. That a copy of this ordinance and the attached Ward Map of
2021 be sent to the Elections Department of Marion County, Oregon.
Section 6. This Ordinance being necessary for the immediate
preservation of the public peace, health, and safety, because there has not
been an alteration of Ward Boundaries in the last ten years and one is legally
Page 1 - Council Bill No. 3166
Ordinance No. 2593
7
required, an emergency is declared to exist and this Ordinance shall take effect
immediately upon passage by the Council and approval by the Mayor.
Approved as to form:
City Attorney Date
Approved:
Eric Swenson, Mayor
Passed by the Council
Submitted to the Mayor
Approved by the Mayor
Filed in the Office of the Recorder
ATTEST:
Heather Pierson, City Recorder
City of Woodburn, Oregon
Page 1 - Council Bill No. 3166
Ordinance No. 2593
8
City of Woodburn Council Wards, 2021
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November 8, 2021
TO: Honorable Mayor and City Council
FROM: Jim Row, Assistant City Administrator
SUBJECT: Repeal of Ordinance 2237, an outdated Ordinance creating a
reimbursement district for the Woodburn Factory Outlet Stores Project
RECOMMENDATION:
Adopt the ordinance repealing ordinance 2237 (a special ordinance that
established a process for the formation of a reimbursement district to address
specific legal issues related to the land use applications of Craig Realty Group,
LLC, the developer of the Woodburn Factory Outlet Stores) because the
Ordinance is outdated and no longer applicable, and declaring an emergency.
BACKGROUND:
In June 1999, the City Council adopted Ordinance 2237 to establish a process for
the formation of a reimbursement district related to the extension and
improvement of Arney Road and the installation of a traffic signal at State
Highway 219 and Woodland Ave. The reimbursement district provided a
mechanism for benefitting property owners to participate in the cost sharing of
improvements that Craig Realty was required to make.
Since Ordinance 2237 was a special ordinance that only applied to the Factory
Outlet project, it has no further use going forward.
With the City now experiencing a significant increase in development activity,
some developers have been exploring options for sharing the costs of installing
public infrastructure that is sized to provide excess capacity beyond that required
to serve their individual projects. The existence of this special ordinance has
caused some confusion with developers who mistakenly believe it establishes a
process for creating reimbursement districts that can be utilized for their projects.
Repealing Ordinance 2237 will help clear up this confusion with developers.
Agenda Item Review: City Administrator_x City Attorney_x Finance—x-
10
Honorable Mayor and City Council
November 8, 2021
Page 2
DISCUSSION:
Currently, System Development Charges (SDC) credits are available to
developers who construct public improvements that provide excess capacity.
Staff believes that the SDC credits process adequately addresses the excess
capacity issue in the vast majority of situations.
However, if the need arises in the future, the City Council could adopt a new
ordinance that either, creates a reimbursement district process for another
unique individual development project or one that applies to any future
development project.
FINANCIAL IMPACT:
N/A
Attachment:
Memorandum Opinion No. 2021-05
11
MEMORANDUM OPINION NO., 2021-05
TO: Jim Row, Assistant City Administrator
CC: Eric Li1jequist, Public Works Projects and Engineering Director
Chris Kerr, Community Development Director
FROM: N. Robert Shields, City Attorney P11i
DATE: October 28,2021
RE: Application of Ordinance 2237
Background
In a letter dated October 18, 2021, (Attachment A), Multi/Tech Engineering Services Inc. ("the
Applicant") submitted a request to the City for the creation of a reimbursement district pursuant to
Ordinance 2237 (Attachment B), which was adopted by the City Council in 1999.
The Applicant submitted its request even after Public Works Projects and Engineering Director
Li1jequist had advised that: "The City is not supportive of a reimbursement district for the subject
development." Also, prior to its request, Senior Planner Cortes informed the Applicant that:
"There's no indication that the City Council or staff would consider such a request."
By making its request despite the hesitancy of these City officials, the Applicant is making at least
the tacit assumption that Ordinance 2237 is a general enabling ordinance that allows
reimbursement districts to be created. It is this assumption that led to your question.
Question
Your question is whether Ordinance 2237 was enacted as a general ordinance to enable
applications for reimbursement districts or was it adopted by the City Council to be a special
ordinance to address specific legal issues related to the land use applications of Craig Realty
Group, LLC,the developer of the Woodburn Factory Outlet Stores.
Short Answer
Based upon its text, context, and legislative history, it is my legal opinion that Ordinance 2237 is
a special ordinance adopted by the City Council to address the specific legal issues related to the
land use applications of Craig Realty Group LLC., It is not a general ordinance enacted by the City
Council to enable applications for reimbursement districts.
12
Memorandum Opinion No. 2021-05
October 28, 2021
Page 2
Discussion
General v. Special Ordinances
There are two types of municipal ordinances: general ordinances and special ordinances. A general
ordinance is sometimes referred to as municipal legislation and is applicable to activities and
individuals within the corporate boundaries of the City. An example of a general ordinance is an
animal control ordinance. In contrast, a special ordinance is specific to a particular property,
person or corporation. An example of a special ordinance is an ordinance annexing a particular
parcel of real property. The annexation ordinance legally changes the City's boundary, but applies
only to that property.
Both types of ordinances have the full force of law and are not uncommon. The Woodburn City
Council has adopted 93 general ordinances that are in everyday use. Additionally, the City
Recorder maintains a list of special ordinances. Currently the City Council has adopted 1577
special ordinances.
Ordinance Construction Process
The Oregon Supreme Court has addressed statutory construction in Portland Gen. Elec. Co. v.
Bureau ofLabor & Indus. 317 Or 606 (1993) and State v. Gaines, 346 Or 160 (2009). The legal
principles articulated in these cases apply to both state laws and local government enactments such
as Ordinance 2237. Under both PGE and Gaines, the overall goal in the construction of the
legislation is to discern the policy maker's intent(i.e., what the City Council meant to do when it
adopted the ordinance).
Under Oregon's current framework for statutory construction, the steps are as follows:
1. The first step is to examine the text of the enactment (i.e., Ordinance 2237) and the context
that the City Council adopted it in.
2. The second step is to consider the legislative history(i.e.,what related documents and evidence
indicate about the City Council's intent).
3. The third step, if the policy maker's intent is still unclear after the first two steps, is to use
general maxims of statutory construction to aid in resolving remaining uncertainty.
Text and Context of Ordinance 2237
Applying the statutory construction framework, it is even apparent from its caption that the City
Council passed Ordinance 2237 as "a mechanism whereby the properties which will benefit by the
construction of the required public improvements by Craig Realty Group Woodburn, LLC, will
share in the cost of those improvements." The text of the whereas clauses further explain the
context of the ordinance and why the City Council believed its passage was necessary.
More specifically, the first whereas clause references the nine Craig Realty land use applications.
The second and third whereas clauses mention that Craig Realty was required by the City to
13
Memorandum Opinion No. 2021-05
October 28, 2021
Page 3
construct both the Woodland Avenue traffic signal and the Arney Road improvement. Whereas
clauses six and seven state that after Craig Realty completes the required improvements, other
properties will receive an immediate benefit and that these benefitting properties should share a
portion of the cost.
From the text of the whereas clauses, it is clear that the City Council adopted Ordinance 2237 not
because it saw a need for a general reimbursement district enabling ordinance but because it needed
a specific legal solution to the "fair share" issue that it encountered with Craig Realty. The
language of the ninth whereas clause makes it clear that Ordinance 2237 was passed because the
City Council believed it was the legal "mechanism"needed to address the Craig Realty situation:
WHEREAS, the City Council finds that establishing a process for the
formation of a reimbursement district will provide a mechanism whereby both the
previously conditioned properties and the future developable properties will share
in the cost of the public improvements constructed by the Developer;
The primary legislative history of Ordinance 2237 is the staff report to the Mayor and City Council
from then City Administrator Brown (Attachment C). Like the whereas clauses, this staff report
sets out in some detail the Craig Realty "fair share" issue and contains details about how the
development costs could be allocated. It specifically states:
A reimbursement district would be a viable means of creating a mechanism to
collect the cost of improvements from benefited property owners. Enforcement
would be the City's responsibility, and would take the form of development
restrictions for properties failing to pay reimbursements.
After presenting his staff report, City Administrator Brown addressed the City Council about why
the creation of a reimbursement district could be a solution to the Craig Realty "fair share" issue.
The minutes of the May 10, 1999, City Council meeting (Attachment D) document City
Administrator Brown's remarks:
Administrator Brown expressed his concern that all concerned parties may not
want to sign the development agreement. It is his belief that the developer is
responsible for the road improvements but at a fair share of the total costs. Other
property owners will benefit in both access and an increase in their property value
due to the factory stores project. In the event the development agreement is not
signed by all parties,he suggested that a reimbursement district be formed and the
Council would be asked to establish a fair share for each of the properties based
on an engineering analysis done by the Public Works Department. A
reimbursement district would provide an enforcement tool in which properties not
currently developed would be required to pay their fair share prior to being issued
permits.
Finally, the City Council motion (Attachment D) that authorized the drafting of Ordinance 2237
makes it apparent that the ordinance was intended as a specific legal solution to address the Craig
Realty situation and not as a general ordinance enabling the formation of reimbursement districts.
14
Memorandum Opinion No. 2021-05
October 28, 2021
Page 4
FIGLEY/PUGH..... applicant be allowed to proceed with an agreement in lieu of
assessments functional equivalent of an LID as a mechanism to complete the
financing of the Arney Road and Highway 219 traffic signal improvements and, if
the applicant is unable to secure the signatures of the owners of the benefited
properties located within the City on this agreement, the City Council initiate the
formation of a reimbursement district upon the improvements.
On roll call vote, the motion passed unanimously.
Conclusion
In order to answer your question and arrive at my opinion, it was necessary to apply the Oregon
statutory construction rules to the City Council's passage of Ordinance 2237. Both the text and
context of this ordinance make it clear that it was intended by the City Council to be a special
ordinance to address specific legal issues related to Craig Realty and not a general ordinance to
enable applications for reimbursement districts throughout the City. The text/context analysis is
bolstered by examining the legislative history, which also supports this conclusion.
Recommendation
Because this issue raised in this opinion involves an ordinance, I believe that it would be a good
idea for the City Administrator's Office to bring the issue to the attention of the City Council_ If
the City Council believes, as a policy matter, that there is no need for a general reimbursement
district ordinance, it could repeal Ordinance 2237. This would avoid any future confusion.
Attachments
A. October 18, 2021, Letter from Multi/Tech Engineering Services Inc.
B. Ordinance 2237
C. Staff Report for Ordinance 2237
D. May 10, 1999, City Council Meeting Minutes
15
Attachment A
Page 1 of 4
�" Cr]NSULTAiVTS
a
Van, d 1155 13th Street, S.E.
TEC Salem, Oregon 97302
EAIGINEERING SERVICES, INC. (5173)363-9227
October 18,2021
Eric Liijequist, P.E.
Public Works Projects and Engineering Director
City of Woodburn
190 Garfield Street
Woodburn, OR 97071
RE: Woodburn Place Apartments
CU 2019-04, DR 2019-06&ANX 2419-01
Reimbursement District
Eric,
Based upon Woodburn Ordinance No.2237 our office is submitting on behalf of the developer-
Woodburn Place Apartments, LLC the estimated cost analysis for a Public Improvement for Land Use
Decisions CU 2019-04,DR 2019-06 and ANX 2019-01. This estimated cost will be the basis for the
creation of a Reimbursement District for this service basin area.
Public Works Conditions of Approval item 9,dated October 13,2020, requires"Applicant to provide
plans,indicating the construction of a new gravity sanitary sewer main in Hwy 211—Woodburn-
Estacada Highway. As indicated on previous meetings,the existing sewer main in Hwy 211 is an
abandoned force main. Applicant is responsible for constructing a public gravity sewer main to the
proposed development."
The design of this"new gravity sewer' identifies our connection point at an existing manhole west of
the site with a depth of over 15'. The existing city of Woodburn S"force main that we are to abandon
prior our construction was TV'd by the city of Woodburn and was found to be constructed with
inadequate grade and alignment for public sewer conveyance. The proposed 12"trunk line extension is
designed at minimum grade with increased capacity for future development along Hwy 211 in the city of
Woodburn and further east potentially to the current Urban Growth Boundary.
The establishment of this Reimbursement District meets the following criteria requirement of Section 3
of Woodburn Ordinance No.2237:
A. This public improvement is financed and will make service available to properties, other than
that is owned by the Developer.
B. Property information that will be served by this Reimbursement District are shown on the
enclosed Sanitary Sewer Reimbursement District plan,identified as Sheet 1 of 1.
We provide a full spectrum of engineering & related technical services
Design, Coordination &Construction Management
16
Attachment A
Page 2 of 4
C. Estimated Costs are provided within this request. Final construction costs will be reviewed and
approved by Multi/Tech Engineering Services, Inc prior to final submittal to the City of
Woodburn. Based upon these final construction costs an Engineering fee of 7.5%will be
included with design,survey and required public construction inspection.
D. The District's percentage costs will be based upon the square footage of each frontage lot of
Hwy 211 identified on the enclosed Sanitary Sewer Reimbursement District plan.
E. An application fee per Ordinance No.2237 of$ 1,000.00 is included.
F. Sanitary public improvements will meet City construction standards.
G. The sanitary sewer project is in the Public Interest for the creation of a Reimbursement District
for development of the adjacent frontage properties and for development potentially to the
current Urban Growth Boundary, These properties wfll derive a benefit from the construction of
the public improvements,
I& E Construction has generated a cost estimate for the construction of this sanitary trunk line based
upon city of Woodburn Public Works and ODOT plan review. The estimated cost breakdown is
$888,518.89. Based upon this estimate,and per Section 4 of Woodburn Ordinance No. 2237
Engineering costs estimated upon the construction estimate would amount to$66,63,8,92.
The total estimated Reimbursement District for this service area is$955,157.81.
Our office is prepared to submit other relevant information to assist in the evaluation of the
Reimbursement package as required.
If there are any questions regarding this submittal, I can be reached at(503)363-9227.
L
Jeff Bolton
Enclosures
cc: Kiril Ivanov—Woodburn Place Apartments, LLC
MLIL T//TE04 ENGINEERING SERVICES, INC.
17
Attachment A
Page 3 of 4
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Attachment B
Page 1 of 11
COUNCIL BILL NO. 1976
ORDINANCE NO. 2237
AN ORDINANCE ESTABLISHING A PROCESS FOR THE FORMATION OF A
REIMBURSEMENT DISTRICT IN ORDER TO PROVIDE A MECHANISM
WHEREBY THE PROPERTIES WHICH WILL BENEFIT BY THE CONSTRUCTION
OF THE REQUIRED PUBLIC IMPROVEMENTS BY CRAIG REALTY GROUP,
WOODBURN LLC,WILL SHARE IN THE COST OF THOSE IMPROVEMENTS;
PROTECTING THE PUBLIC INTEREST; AND DECLARING AN EMERGENCY.
WHEREAS, the City in 1998 previously approved land use applications in City of
Woodburn File Nos. Annexation 98-02, Comprehensive Plan Map Amendment 98-01, Zone Map
Amendment 98-03, Finding of Conformance 92-01 and 92-02, Site Plan Review 98-05 and
Variances 98-04, 98-05 and 98-06 (hereinafter"the land use approvals") submitted by Craig
Realty Group, Woodburn LLC (hereinafter"the Developer"); and
WHEREAS, one development condition, contained in the land use approvals, related to
the installation of the traffic signal to be located at the intersection of Woodland Avenue and State
Highway 219:
"The applicant shall install a traffic signal at the intersection of Woodland
Avenue and State Highway 219, using applicant's proceeds, as well as those of
previously conditioned applicants, and other subsequently benefitted properties,
and funds from any local improvement district("LID'). In the event the LID is
not approved, the applicant shall abide by the cost sharing decision of the City
Council. The installation of the signal shall be subject to ODOT approval.
(emphasis added)" and;
WHEREAS, another development condition, contained in the land use approvals, related
to the improvement and extension of Arney Road to Woodland Avenue and its connection to
State Highway 219:
"To accomplish the portion of the project for which costs are to be shared by
other benefitted properties, a formal city LID process shall be followed Exhibits
"A"and `B"demonstrate a possible method of sharing costs within the LID. In
the event the LID is not approved, the applicant shall abide by the decision of the
City Council as to project transportation improvement cost sharing(emphasis
added)"and;
WHEREAS,the Developer cannot now appeal these development conditions to the Land
Use Board of Appeals because the time for this appeal has passed; and
Page 1 - Council Bill No. 1976
Ordinance No. 2237
Attachment B
Page 2 of 11
WHEREAS,the Developer has not petitioned the City for approval of an LID, no LID
has been approved by the City, and according to the terms of both development conditions, if an
LID is not approved, the Developer shall abide by the decision of the City Council; and
WHEREAS,there are certain properties not owned by the Developer, (the property
owned by Waremart, Inc. and the property owned by Offsprings Holdings LLC)which will
benefit from the Developer's construction of the above-referenced public improvements, and
which have previously imposed City development conditions which require them to share a
portion of the cost of constructing the public improvements after the public improvements are
completed (hereinafter"the previously conditioned properties"); and
WHEREAS, there are certain other properties not owned by the Developer, (the property
owned by Dale W. Baker and the property owned by Moore Clear Company, Inc)which will
benefit from the Developer's construction of the above-referenced public improvements, and
which should be required to share a portion of the costs of constructing the public improvements
at the time these properties develop (hereinafter"the future developable properties"); and;
WHEREAS,the Developer has benefitted by the land use approvals and is in the process
of completing the construction of its project; and
WHEREAS,the City Council finds that establishing a process for the formation of a
reimbursement district will provide a mechanism whereby both the previously conditioned
properties and the future developable properties will share in the cost of the public improvements
constructed by the Developer; and
WHEREAS, the Developer's share of the cost of the required public improvements will
be the cost of installing the improvements offset by that portion of the costs that can be recovered
by the Developer from the previously conditioned properties and the future developable
properties, through the reimbursement district process; and
WHEREAS,the City Council further finds that it has a duty to safeguard any involved
public funds and, to the best of its ability, protect the public against any costs or litigation related
to private development; NOW, THEREFORE,
THE CITY OF WOODBURN ORDAINS AS FOLLOWS:
Section 1. Definitions. The following terms are defined as follows for the purposes of
this Ordinance.
A. "City" means the City of Woodburn, Oregon.
B. "Developer" means a person who is required or chooses to finance some or all of
Page 2 - Council Bill No. 1976
Ordinance No. 2237
21
Attachment B
Page 3 of 11
the cost of a street, water or sewer improvement which is available to provide
service to property, other than property owned by the person, and who applies to
the City for reimbursement for the expense of the improvement.
C. "Development Permit" means any final land use decision, limited land use
decision, expedited land division decision, partition, subdivision, or driveway
permit.
D. "Person" means a natural person, the person's heirs, executors, administrators or
assigns; a firm, partnership, corporation, association or legal entity, its or their
successors or assigns; and any agent, employee or representative thereof.
E. "Public Improvement" means any construction, reconstruction or upgrading of
water, stormwater, sewer or street improvements
F. "Public Works Director" means the Public Works Director of the City of
Woodburn.
G. "Reimbursement Agreement" means the agreement between the Developer and the
City which is authorized by the City Council and executed by the City
Administrator, providing for the installation of and payment for reimbursement
district public improvements.
H. "Reimbursement District" means the area which is determined by the City Council
to derive a benefit from the construction of public improvements, financed in
whole or in part by the Developer.
I. "Reimbursement Fee" means the fee required to be paid by a resolution of the City
Council and the reimbursement agreement. The City Council resolution and
reimbursement agreement shall determine the boundaries of the reimbursement
district and shall determine the methodology for imposing a fee which considers
the cost of reimbursing the Developer for financing the construction of the
improvement within the reimbursement district.
Section 2. Application to Establish a Reimbursement District.
A. A person who is required to or chooses to finance some or all of the cost of a
public improvement which will be available to provide service to property other
than property owned by the person may by written application filed with the
Public Works Director request that the City establish a reimbursement district.
The public improvement must be of a size greater than that which would otherwise
ordinarily be required in connection with an application for a building permit or
Page 3 - Council Bill No. 1976
Ordinance No. 2237
Attachment B
Page 4 of 11
development permit or must be available to provide service to property other than
property owned by the Developer, so that the public will benefit by making the
improvement.
B. The application shall be accompanied by an application fee, in the amount of
$1000, which the City Council has determined reasonable to cover the cost of the
preparation of the Public Works Director's Report and notice pursuant to this
ordinance.
C. The application shall include the following:
1. A written description of the location, type, size and cost of each public
improvement which is to be eligible for reimbursement.
2. A map showing the boundaries of the proposed reimbursement district, the
tax account number of each property, its size and boundaries.
3. A map showing the properties to be included in the proposed
reimbursement district; the zoning district for the properties; the front
footage and square footage of said properties, or similar data necessary for
calculating the apportionment of the cost;the property or properties owned
by the Developer; and the names and mailing addresses of owners of other
properties to be included in the proposed reimbursement district.
4. The actual or estimated cost of the public improvements.
D. The application may be submitted to the City prior to the installation of the public
improvement but not later than 180 days after completion and acceptance of the
public improvements by the City.
Section 3. Public Works Director's Report. The Public Works Director shall
review the application for the establishment of a reimbursement district and evaluate whether a
district should be established. The Public Works Director may require the submission of other
relevant information from the Developer in order to assist in the evaluation. The Public Works
Director shall prepare a written report for the City Council that considers and makes a
recommendation concerning each of the following factors:
A. Whether the Developer will finance, or has financed some or all of the cost of the
public improvement, thereby making service available to property, other than that
owned by the Developer.
Page 4 - Council Bill No. 1976
Ordinance No. 2237
Attachment B
Page 5 of 11
B. The boundary and size of the reimbursement district.
C. The actual or estimated cost of the public improvement serving the area of the
proposed reimbursement district and the portion of the cost for which the
Developer should be reimbursed for each public improvement.
D. A methodology for spreading the cost among the properties within the
reimbursement district and, where appropriate, defining a"unit" for applying the
reimbursement fee to property which may, with City approval, be partitioned,
subdivided, altered or modified at some future date.
E. The amount to be charged by the City for an administration fee for the
reimbursement agreement. The administration fee shall be fixed by the City
Council and will be included in the resolution approving and forming the
reimbursement district. The administration fee is due and payable to the City at the
time the agreement is signed.
F. Whether the public improvements will or have met City standards.
G. Whether it is fair and in the public interest to create a reimbursement district.
Section 4. Amount to be Reimbursed.
A. A reimbursement fee shall be computed by the City for all properties within the
reimbursement district, excluding property owned by or dedicated to the City or
the State of Oregon, which have the opportunity to use the public improvements,
including the property of the Developer, for formation of a reimbursement district.
The fee shall be calculated separately for each public improvement. The Developer
for formation of the reimbursement district shall not be reimbursed for the portion
of the reimbursement fee computed for its own property.
B. The cost to be reimbursed to the Developer shall be limited to the cost of
construction engineering, construction, and off-site dedication of right of way.
Construction engineering shall include surveying and inspection costs and shall not
exceed 7.5% of eligible public improvement construction cost. Costs to be
reimbursed for right of way shall be limited to the reasonable market value of land
or easements purchased by the Developer from a third party in order to complete
off-site improvements.
C. No reimbursement shall be allowed for the cost of design engineering, financing
costs, permits or fees required for construction permits, land or easements
Page 5 - Council Bill No. 5976
Ordinance No. 2237
Attachment B _w
Page 6 of 11
dedicated by the Developer, the portion of costs which are eligible for systems
development charge credits or any costs which cannot be clearly documented.
D. Reimbursement for legal expenses shall be allowed only to the extent that such
expenses relate to the preparation and filing of an application for reimbursement.
E. Reimbursement for the amount of the application fee required by Section 2 on this
ordinance.
Section 5. Public Hearing.
A. Within 45 days after the Public Works Director has completed the report required
in Section 3, the City Council shall hold an informational public hearing in which
any person shall be given the opportunity to comment on the proposed
reimbursement district. Because formation of the reimbursement district does not
result in an assessment against property or lien against property, the public hearing
is for informational purposes only and is not subject to mandatory termination
because of remonstrances. The City Council has the sole discretion after the public
hearing to decide whether a resolution approving and forming the reimbursement
district shall be adopted.
B. Not less than ten(10) days prior to any public hearing held pursuant to this
Ordinance, the Developer and all owners of property within the proposed district
shall be notified of the public hearing and the purpose thereof. Such notification
shall be accomplished by either regular and certified mail or by personal service.
Notice shall be deemed effective on the date that the letter of notification is mailed
Failure of the Developer or any affected property owner to be so notified shall not
invalidate or otherwise affect any reimbursement district resolution or the City
Council's action to approve the same.
C. If a reimbursement district is formed prior to construction of the improvement(s), a
second public hearing, subject to the same notice requirements, shall be held after
the improvement has been accepted by the City. At that time, the City Council at
its discretion may modify the resolution to reflect the actual cost of the
improvement(s).
Section 6. City Council Action.
A. After the public hearing held pursuant to Section 5(A), the City Council shall
approve, reject or modify the recommendations contained in the Public Works
Director's report. The City Council's decision shall be contained in a resolution.
Page 6 - Council Bill No. 1976
Ordinance No. 2237
Attachment B
Page 7 of 11
If a reimbursement district is established, the resolution shall include the Public
Works Director's report as approved or modified, and specify that payment of the
reimbursement fee, as designated for each parcel, is a precondition of receiving any
city permits applicable to development of that parcel as provided for in Section 10.
B. The resolution shall establish an interest rate to be applied to the reimbursement
fee as a return on the investment of the Developer. The interest rate shall be fixed
and computed against the reimbursement fee as simple interest and will not
compound.
C. The resolution shall instruct the City Administrator to enter into an agreement with
the Developer pertaining to the reimbursement district improvements If the
agreement is entered into prior to construction, the agreement shall be contingent
upon the improvements being accepted by the City. The agreement shall contain at
least the following provisions:
1. The public improvement(s) shall meet all applicable City standards.
2. The total amount of potential reimbursement to the Developer shall be
specified.
3. The total amount of potential reimbursement shall not exceed the actual
cost of the public improvement(s).
4. The Developer shall guarantee the public improvement(s) for a period of
twelve (12) months after the date of installation.
5. A clause in a form acceptable to the City Attorney stating that the
Developer shall defend, indemnify and hold harmless the City from any and
all losses, claims, damage,judgments or other costs or expense arising as a
result of or related to the City's establishment of the reimbursement
district, including any City costs, expenses and attorney fees related to
collection of the reimbursement fee should the City Council decide to
pursue collection of an unpaid reimbursement fee under Section 10(H).
6. A clause in a form acceptable to the City Attorney stating that the
Developer agrees that the City, can not be held liable for any of the
Developer's alleged damages, including all costs and attorney fees, under
the agreement or as a result of any aspect of the formation of the
reimbursement district, or the reimbursement district process, and that the
Developer waives, and is estopped from bringing, any claim, of any kind,
including a claim in inverse condemnation, because the Developer has
Page 7 - Council Bill No. 1976
Ordinance No. 2237
Attachment B
Page 8 of 11
benefited by the City's approval of its development and the required
improvements.
7. Other provisions the City determines necessary and proper to carry out
the provisions of this Ordinance.
C. If a reimbursement district is established by the City Council, the date, of the
formation of the district shall be the date that the City Council adopts the
resolution forming the district.
Section 7. Notice of Adoption of Resolution. The City shall notify all property
owners within the district and the Developer of the adoption of a reimbursement district
resolution. The notice shall include a copy of the resolution, the date it was adopted and a short
explanation specifying the amount of the reimbursement fee and that the property owner is legally
obligated to pay the fee pursuant to this ordinance.
Section 8. Recording the Resolution. The City Recorder shall cause notice of
the formation and nature of the reimbursement district to be filed in the office of the Marion
County Clerk so as to provide notice to potential purchasers of property within the district.
Said recording shall not create a lien. Failure to make such recording shall not affect the
legality of the resolution or the obligation to pay the reimbursement fee.
Section 9. Contesting the Reimbursement District. No legal action intended to
contest the formation of the district or the reimbursement fee, including the amount of the
charge designated for each parcel, shall be filed after sixty (60) days following the adoption of
a resolution establishing a reimbursement district and any such legal action shall be exclusively
by Writ of Review pursuant to ORS 34.010 to ORS 34.102.
Section 10. Obligation to Pay Reimbursement Fee.
A. The applicant for a permit related to property within any reimbursement district
shall pay the City, in addition to any other applicable fees and charges, the
reimbursement fee established by the Council, if within 10 years after the date of
the passage of the resolution forming the reimbursement district, the person applies
for and receives approval from the City for any of the following activities:
1. A building permit for a new building;
2. Building permits(s)for any addition(s) modification(s), repair(s) or
alteration(s) of a building, which exceed twenty five percent (25%) of the
value of the building within any 12-month period. The value of the
building shall be the amount shown on the most current records of the
Page 8 - Council Bill No. 1976
Ordinance No. 2237
97 ..----,
Attachment B
Page 9 of 11
county Department of Assessment and Taxation for the building's real
market value. This paragraph shall not apply to repairs made necessary
due to damage or destruction by fire or other natural disaster;
3. A development permit, as that term is defined by this ordinance.
4. A City permit issued for connection to a public improvement.
B. The City's determination of who shall pay the reimbursement fee and when the
reimbursement fee is due is final.
C. In no instance shall the City, or any officer or employee of the City, be liable
for payment of any reimbursement fee, or portion thereof, as a result of the
City's determination as to who should pay the reimbursement fee. Only those
payments which the City has received from or on behalf of those properties
within a reimbursement district shall be payable to the Developer. The City's
general fund or other revenue sources shall not be liable for or subject to
payment of outstanding and unpaid reimbursement fees imposed upon private
property.
D. Nothing in this ordinance is intended to modify or limit the authority of the City
to provide or require access management.
E. Nothing in this ordinance is intended to modify or limit the authority of
the City to enforce development conditions which have already been
imposed against specific properties.
F. Nothing in this ordinance is intended to modify or limit the authority of
the City, in the future, to impose development conditions against specific
properties as they develop.
G. No person shall be required to pay the reimbursement fee on an application or
upon property for which the reimbursement fee has been previously paid, unless
such payment was for a different type of improvement. No permit shall be
issued for any of the activities listed in subsection 10(A) unless the
reimbursement fee, together with the amount of accrued interest, has been paid
in full. Where approval is given as specified in subsection 10(A), but no permit
is requested or issued, then the requirement to pay the reimbursement fee lapses
if the underlying approval lapses.
H. The date of reimbursement under this Ordinance shall extend ten (10) years
from the date of the formation of a reimbursement district formation by City
Council resolution.
Page 9 - Council Bill No. 1976
Ordinance No. 2237
_. ... ._...........---,_._..�_ .
Attachment B
Page 10 of 11
I. The reimbursement fee is immediately due and payable to the City by property
owners upon use of a public improvement as provided by this ordinance in
section 10(A). If connection is made or construction commenced without
required city permits, then the reimbursement fee is immediately due and
payable upon the earliest date that any such permit was required.
J. Whenever the full reimbursement fee has not been paid and collected for any
reason after it is due, the City Administrator shall report to the City Council the
amount of the uncollected reimbursement, the legal description of the property
on which the reimbursement is due, the date upon which the reimbursement was
due and the property owner's name or names. The City Council shall then, by
motion, set a public hearing date and direct the City Administrator to give
notice of that hearing to each of the identified property owners, together with a
copy of the City Administrator's report concerning the unpaid reimbursement
fee. Such notice may be either by certified mail or personal service. At the
public hearing, the City Council may accept, reject or modify the City
Administrator's report. If the City Council determines that the reimbursement
fee is due but has not been paid for whatever reason, the City Council may, at
its sole discretion, act, by resolution, to take any action, it deems appropriate,
including all legal or equitable means necessary to collect the unpaid amount.
After the City Council has made the determination that the reimbursement fee is
due but has not been paid, the Developer shall have a private cause of action
against the person legally responsible for paying the reimbursement fee.
Section 11. Public Improvements. Public improvements installed pursuant to
reimbursement district agreements shall become and remain the sole property of the City.
Section 12. Multiple Public Improvements. More than one public improvement may
be the subject of a reimbursement district.
Section 13. Collection and Payment; Other Fees and Charges.
A. The Developer shall receive all reimbursement collected by the City for
reimbursement district public improvements. Such reimbursement shall be
delivered to the Developer for as long as the reimbursement district agreement is
in effect. Such payments shall be made by the City within ninety(90) days of
receipt of the reimbursements.
B. The reimbursement fee is not intended to replace or limit, and is in addition to, any
other existing fees or charges collected by the City.
Page 10. Council Bill No. 1976
Ordinance No. 2237
29
Attachment B
Page 11 of 11
Section 14. Nature of the Fees. The City Council finds that the fees imposed by this
Ordinance are not taxes subject to the property tax limitations of Article XI, section 11(b) of the
Oregon Constitution.
Section 15. Severability. If any part of this ordinance is held invalid by a court of
competent jurisdiction, the remainder of this ordinance shall remain in effect.
Section 16. Emergency Clause. This ordinance being necessary for the immediate
preservation of the public peace, health and safety, an emergency is declared to exist and this
ordinance shall take effect immediately upon passage by the City Council and approval by the
Mayor.
Pp —
A roved as to form.
0.qyr/��� - -2.5 �d�
City Attorney Date
APPROVED:
Richard Jennings, M or
Passed by the Council June 28, 1999
Submitted to the Mayor June 30, 1999
Approved by the Mayor June 30, 1999
Filed in the Office of the Recorder June 30, 1999
ATTEST: Gu
Mary ant, City Recorder
City of Woodburn, Oregon
Page 11- Council Bill No. 1976
Ordinance No. 2237
Attachment C 10E
Page 1 of 4
May 10, 1999
TO: Mayor and City Council
FROM: John C. Brown, City Administrator
SUBJECT: Cost Apportionment for Arney Road and Highway 219 Traffic Signal
Improvements—Woodburn Company Stores
Recommendation:
It is recommended the City Council:
Allow the applicant to proceed with an agreement in lieu of assessments (the
functional equivalent of an Local Improvement District) as the mechanism to
complete the financing of the Arney Road and Highway 219 Traffic Signal
improvements within the following perameters:
a. The applicant would still be required to complete the necessary improvements
prior to issuance of occupancy permits for the Woodburn Company Stores
project;
b. The fair share cost apportionment will reflect:
1. the ratio of land area per benefited property to the total land area benefited,
for the I-Iiighway 219 traffic signal improvement; and
2. a combination of square footage and Arney Road street frontage for the
Arney Road improvements;
c. No additional public funds would be committed to complete the improvements,
either in the form of apportioning a cost of the Arney Road or Traffic Signal
improvements to the City of Woodburn and/or requiring the City to advance
financing for those improvements on behalf of any benefited property.
Background:
In 1992, the City Council approved a Comprehensive Plan and Zone Map
amendment on the property upon which the Woodburn Company Stores project is being
constructed. Conditions of approval in 1992 required the applicant to extend Arney road
to Woodland Avenue. 1992 conditions of approval were incorporated in the City
Council's 1998 approval of the Woodburn Company Stores project. Added conditions
were imposed in 1998 which required the applicant install a traffic signal the intersection
of Highway 219 and Woodland Avenue using the applicant's proceeds and those of
31
Attachment C 10E
Mayor and City Council Page 2 of 4
May 10, 1999
Page 2.
previously conditioned applicants and other subsequently benefited properties, and funds
from any local improvement district (LID). That condition provided if an LID were not
approved, the applicant would abide by the cost sharing decision of the City Council.
Most recently, the applicant held two meetings at City Hall in March 1999 to
discuss a cost sharing arrangement with representatives of properties benefited by the
signal and Arney Road improvements. Representatives of the applicant and some of the
benefited properties located within the City attended these meetings. Absent from the
meeting were any representatives of the Moore Clear Company, properties outside the
City, and ODOT. The consensus of those attending the meeting appeared to be that:
• The applicant chose not to initiate the formation of and LID, due to cost and
timing considerations;
• Benefited properties, for the purpose of cost sharing should include properties
with no previous conditions to share in the cost of improvements (Miles
Chevrolet), properties within the UGB but outside City Limits (Stampley and
Sprague), and property owned by the State(ODOT);
• A reimbursement district would be a viable means of creating a mechanism to
collect the cost of improvements from benefited property owners.
Enforcement would be the City's responsibility, and would take the form of
development restrictions for properties failing to pay reimbursements;
• It should be the City's responsibility to obtain any right-of—way, and wetland
approvals needed to make the Arney Road improvements.
A cost sharing formula for each project was accepted by those at the table.
Attachments 1 and 2 reflected those formulas. It was acknowledged by those in
attendance that the property owners who were not in attendance would most likely not
want to participate in the reimbursement district, and it was proposed the City advance the
funding needed to cover the costs apportioned to those properties. That cost sharing
proposal was forwarded to the City the following week(Attachment 3).
Discussion:
Staff expressed serious concerns regarding the March 1999 proposal. Concerns
regarded the limits of City jurisdiction in extending a duty to reimburse to properties
outside city limits and those owned by state agencies, and any arrangement whereby the
City pays or advances public money to complete the improvements required of the
Company Stores project. City staff had fewer concerns with right-of-way and wetland
issues, and has in fact obtained the right-of-way that is needed. Staff is also working to
obtain wetlands approvals, and expects to receive those shortly.
The City Attorney provided a legal opinion on the issues involved in this matter,
and the legal limits of a reimbursement district. A copy of his opinion and its attachments
32
Attachment C
Mayor and City Council Page 3 of 4 10E
May 10, 1999
Page 3.
are included as Attachment 4 to this report. The City Attorney concluded a
reimbursement district, as proposed by the applicant, is limited as a mechanism to replace
an LID because it could not legally be extended to properties outside the City's
jurisdiction and would not create a legally binding obligation on ODOT. The City
Attorney recognized that there is no legal mechanism to enforce reimbursement
requirements if properties in the district did not subsequently seek development approvals
or permits from the City. He also pointed out that the Council has a fiduciary
responsibility to taxpayers to avoid committing city funds to make a loan when there is
little likelihood the loan will be repaid.
This information was conveyed to Craig Realty Group (the applicant), who
accepted the attorney's opinion. Staff and Craig's attorney then undertook efforts:
• Develop a reimbursement district scenario to include only those properties that
could legally be included in the district;
• Consider establishing concurrent reimbursement districts in and out of the City
limits, with county approval; and
• Create a development agreement mechanism to accommodate collection from
benefited parties, as an alternative to the reimbursement district approach.
Ultimately, Craig decided to pursue the development agreement alternative to
collect the costs of the contemplated improvements(Attachment 5). City staff took the
lead in drafting a development agreement. A copy of that draft was provided to Craig's
attorney for review. A copy of that draft is provided as Attachment 6 for the Council's
information.
On April 22, 1999, a revised cost sharing allocation for Amey Road improvements
was provided by Craig (Attachment 7). Properties proposed to be party to the cost
sharing are the:
Baker property
Moore Clear Co. Parcel 1
Moore Clear Co. Parcel 2
Craig Realty Group, Phase 1
Craig Realty Group, Phase 2
Hershberger Motors property
The allocation shown in Attachment 7 uses the formula the Council is being asked
to approve as the fair share apportionment for the Amey Road improvements. A revised
cost allocation for the traffic signal to be installed at Highway 219 and Woodland Avenue
was not provided by the time this report was prepared, but uses an apportionment based
on the ratio of land area per benefited property to the total land area benefited. That
'13
Attachment C
Mayor and City Council Page 4 of 4
May 10, 1999 10E
Page 4.
apportionment includes the same parties, and includes Waremart, which was conditioned
with its development approvals to pay a share of the costs of the signal.
Craig anticipated, in providing cost sharing allocations, that the City will advance
payments on behalf of the Moore Clear Company parcels. Staff has consistently indicated
the City is not willing to obligate any funds to this project, or advance funds on behalf of
any benefited property.
Following receipt of the April 22°"revision, staff contacted Craig to determine
why Arney Road costs had increased significantly from$450,000 from March 1999 to
$700,000 in the April 22°d revision. Staff was advised April costs are based on the
construction bid for the work, as opposed to the preliminary estimate provided by Craig
Realty Group. Staff was also advised that the actual cost of Amey Road improvements
will be$825,000 rather than $700,000. Construction Bid documents were provided to
City Staff on May 6, 1999for review(Attachment 8 ). As of the writing of this report,
Public Works staff was reviewing the bid information. Craig also advised Staff that the
costs of the traffic signal have changed, but the change represents a decrease from original
estimates. Revised schedules for both improvements have not yet been provided by Craig,
but are anticipated before Monday night's meeting. As of the writing of this report, it did
not appear that Craig had held any conversations with the benefited properties regarding
the changes in construction cost estimates since March 1999.
Conclusion:
The City Council will be asked to approve a fair share distribution of costs to a
limited number of property owners as an alternative to forming an LID. The Council will
also be asked to approve the concept of a development agreement as the mechanism for
insuring reimbursement of improvement costs by the benefited properties. It would be
the responsibility of the applicant to see that this agreement is executed by the property
owners.
There may be some opportunity, after staff s review of the bid documents to
reduce construction costs to be apportioned. Consequently, it is recommended that your
Council approve the fair share distribution formulas, and participants in cost sharing,
rather than a set cost per participant. It is expected the actual cost of improvements, as
opposed to estimates, will be passed onto those properties identified in the development
agreement as having a fair share apportionment of costs.
JCB
Attachment D
Page 1 of 1
COUNCIL MEETING MINUTES
MAY 10, 1999
TAPE
READING
decision as to how the parties come to an agreement.
1578 Administrator Brown expressed his concern that all concerned parties may not want to
sign the development agreement. It is his belief that the developer is responsible for the
road improvements but at a fair share of the total costs. Other property owners will
benefit in both access and an increase in their property value due to the factory store
project. In the event the development agreement is not signed by all parties, he suggested
that a reimbursement district be formed and the Council would be asked to establish a fair
share for each of the properties based on an engineering analysis done by the Public
Works Department. A reimbursement district would provide an enforcement tool in
which properties not currently developed would be required to pay their fair share prior to
being issued permits.
FIGLEY/PUGH..... applicant be allowed to proceed with an agreement in lieu of
assessments functional equivalent of an LID as a mechanism to complete the financing of
the Arney Road and Hwy. 219 traffic signal improvements and, if the applicant is unable
to secure the signatures of the owners of the benefitted properties located within the City
on this agreement, the City Council initiate the formation of a reimbursement district
upon the improvements.
On roll call vote, the motion passed unanimously.
1835 Administrator Brown stated that the City staff will give the developer their full
cooperation to expedite the permit process. Two issues that need to be clarified are 1)
timing of the improvements and 2) Council's wishes on the indemnification clause.
During Council discussion on the improvement issue, it was the consensus of the Council
to have the roadway (paving improvements) completed by the July 15`t'opening date and
they suggested that the second lift of paving be laid in the evening hours rather than
daytime hours.
Mr. Craig stated that the traffic light is on order and it is anticipated to be operational
prior to the Grand Opening.
PUGH/FIGLEY... accept Attorney Shields advice regarding the indemnity language.
The motion passed unanimously.
2100 REVIEW OF OPTIONS ON MONTEBELLO SUBDIVISION.
Mayor Jennings recommended that the Council adopt the option of status quo and, if
adopted, he and Councilor Figley will personally visit every resident on the west side of
Columbia Drive to talk to them individually. He stated that he did not feel that the City is
in a position to hold up the Montebello development any further and, since a consensus
could not be reached when staff met with all parties,he feels that meeting with each
owner will be more beneficial to arriving at a solution.
Harold Spohr, 813 S. Columbia Dr., distributed a letter to the Council which suggested
that another meeting be held with the residents living on the west side of Columbia which
Page 6 - Council Meeting Minutes, May 10, 1999
35
COUNCIL BILL NO. 3167
ORDINANCE NO. 2594
AN ORDINANCE REPEALING ORDINANCE 2237 AS PART OF THE ORDINANCE
REVIEW/REVISION PROJECT AND DECLARING AN EMERGENCY
WHEREAS, in June 1999, the City Council adopted Ordinance 2237, a
special ordinance that established a process for the formation of a
reimbursement district to address specific legal issues related to the land use
applications of Craig Realty Group, LLC, the developer of the Woodburn
Factory Outlet Stores; and
WHEREAS, as required by their land use conditions of approval, Craig
Realty Group, LLC completed improvements to Arney Rd and the installation
of a traffic signal at Woodland Ave and State Highway 219; and
WHEREAS, Ordinance 2237 was utilized as a mechanism to ensure that
benefitting property owners shared in the cost of these public improvements;
and
WHEREAS, Ordinance 2237 served its intended cost sharing purpose and
is not applicable to future development projects; and
WHEREAS, repealing Ordinance 2237 will decrease the confusion that
developers may have regarding its applicability to current and future
development projects; and
WHEREAS, the City Council finds, after an operational review by the
involved department(s) and upon legal advice by the City Attorney's Office,
there is no longer a need for Ordinance 2237; NOW, THEREFORE,
THE CITY OF WOODBURN ORDAINS AS FOLLOWS:
Section 1. The City Council finds there is no longer a need for Ordinance
2237.
Section 2. Ordinance 2237 is repealed.
Section 3. This Ordinance being necessary for the immediate
preservation of the public peace, health and safety (so that the modifications
made by the City Council in the course of the Ordinance Review/Revision
Project may be implemented without delay) an emergency is declared to
Page - 1 - Council Bill No. 3167
Ordinance No. 2594
36
exist and this Ordinance shall take effect immediately upon passage by the
Council and approved by the Mayor.
Approved as to form:
City Attorney Date
Approved:
Eric Swenson, Mayor
Passed by the Council
Submitted to the Mayor
Approved by the Mayor
Filed in the Office of the Recorder
ATTEST:
Heather Pierson, City Recorder
City of Woodburn, Oregon
Page - 2 - Council Bill No. 3167
Ordinance No. 2594
37
u � -,49M& Item
8U
a 1,d f;'! 7
November 8, 2021
TO: Honorable Mayor and City Council (acting in its capacity as the
Local Contract Review Board) through City Administrator
FROM: Jesse Cuomo, Community Services Director
SUBJECT: Award of Construction Contract for Aquatic Center DX Recovery Unit
Repair
RECOMMENDATION:
Authorize the City Administrator to enter into a Professional Services Agreement (PSA)
with Envise Inc. for the Aquatic Center DX Recovery Unit Repair in the amount of
$113,392.00.
BACKGROUND:
In September, the City issued a Request for Proposals (RFP) seeking a qualified
HVAC firm to perform repair and maintenance services on Woodburn Aquatic
Center's DX Recovery Unit. The two proposals received by the October 12, 2021
deadline were evaluated and ranked by a City employee review panel
consisting of the Community Services Director, Project Engineer, and Parks and
Facility Maintenance Supervisor. The committee evaluated the proposals based
on the responding firms' qualifications, demonstrated accomplishments,
understanding of the project, organization, staffing of the proposed firm, and
evaluation of fee schedule. With the highest possible score of 100, the responding
firms were ranked as follows:
Firm Score
1 . Envise Inc. 91
2. Hydro-Temp Inc. 80
The contract award is in conformance with public contracting laws of the State
of Oregon as outlined in ORS Chapter 279C and the laws, regulations of the City
of Woodburn, therefore, staff is recommending the contract be awarded.
Agenda Item Review: City Administrator_x City Attorney_x Finance—x-
38
Honorable Mayor and City Council
November 8, 2021
Page 2
DISCUSSION:
The continued improvements to the Aquatic Center mechanical equipment for
increased energy efficiencies and savings has been a key component in the cost
recovery goal of 50% over the past several years. The improvements of the
previous components that have been replace in previous years include wading
pool heater, lap pool heater, natatorium LED lighting upgrade and spa heater.
The next phase of mechanical equipment improvements for increases in energy
efficiencies include the repair of the Munters unit. The Munters unit replaced the
original Natatorium HVAC System in 2009. The Munters system has a flat plate
heat exchanger, DX Recovery, and a gas-fired heater. The DX recovered heat
can be returned to the supply air/or used to heat the pool water. The DX piping
has failed, leading to catastrophic compressor failure, on three occasions. The
system controls temperature and humidity very well, but without DX, recovery is
more expensive to run.
In 2019, the Woodburn Aquatic Center went through a Technical Analysis Study
to find additional energy cost-saving opportunities. The report submitted by
Nexant in partnership with the Energy Trust of Oregon found that replacing the
internal heat recovery system of the Munters unit which had failed would allow for
estimated annual savings of 106,207 kWh and 21,945 therm savings annually.
Additionally, this project is eligible for an incentive of $65,835.00 from the Energy
Trust of Oregon upon completion of the project.
FINANCIAL IMPACT:
The subject project is identified in the adopted fiscal year 2021/22 Budget and
funded by the Capital Improvement Fund, with an estimated incentive
reimbursement from the Energy Trust of Oregon of $65,835.00.
39
CITY OF WOODBURN
PERSONAL SERVICES AGREEMENT
THE WOODBURN AQUATIC CENTER DX RECOVER REPAIR PROJECT
THIS AGREEMENT is made and entered into as of the date first indicated on the
signature page, by and between the City of Woodburn, an Oregon municipal corporation
(hereinafter referred to as "CITY"), and Envise, Inc. (hereinafter referred to as
"CONTRACTOR").
WHEREAS, CITY needs certain CONTRACTOR services; and
WHEREAS, CITY wants to engage CONTRACTOR to provide these services by reason
of its qualifications and experience; and
WHEREAS, CONTRACTOR has offered to provide the required services on the terms
and in the manner set forth herein,
NOW, THEREFORE, IT IS AGREED as follows:
SECTION 1 —SCOPE OF SERVICES
The Scope of Work to be performed by CONTRACTOR under this Agreement is
described in Exhibit A, which is attached to this Agreement.
SECTION 2— DUTIES OF CONTRACTOR
A. CONTRACTOR shall be responsible for the quality and coordination of all work
furnished by CONTRACTOR under this Agreement.
B. CONTRACTOR represents that it is qualified with the necessary training and
skills to furnish the services described in this Agreement.
C. CONTRACTOR shall provide, at its sole expense, all equipment and materials
necessary to perform the services described in this Agreement.
D. CONTRACTOR shall be responsible for employing or engaging all persons
necessary to perform its services and will abide by all applicable State and
Federal laws regarding the employing or engaging said persons including, but
not limited to, tax reporting, anti-discrimination, and workers compensation.
E. CONTRACTOR is engaged as an independent contractor and is responsible for
any federal or state taxes applicable to any payments made under this
Agreement.
PERSONAL SERVICES AGREEMENT- Envise Page 1
The Woodburn Aquatic Center DX Recovery Repair Project
40
F. CONTRACTOR shall obtain and maintain a valid business registration with the
City of Woodburn.
SECTION 3— DUTIES OF CITY
A. CITY shall provide CONTRACTOR the pertinent information regarding CITY's
requirements for the services to be provided.
SECTION 4—TERM
The services to be performed under this Agreement shall commence upon execution of
the Agreement by both parties and be completed on or before March 31, 2022.
SECTION 5— PAYMENT
Payment shall be made by CITY to CONTRACTOR only for services rendered. In
consideration for the full performance of the services set forth in Exhibit A, CITY agrees
to pay CONTRACTOR a fee of $113,392.00. Compensation shall be only for actual
services provided based on the rates specified in Exhibit A. CITY will issue one-half of
the fee ($56,696.00) to CONTRACTOR as a deposit for work with the remaining
balance paid upon submission of a payment request and CITY approval of the work
performed.
SECTION 6—TERMINATION
Without limitation to such rights or remedies as CITY shall otherwise have by law, CITY
shall have the right to terminate this Agreement or suspend services for any reason
upon written notice to CONTRACTOR. CONTRACTOR agrees to cease all work under
this Agreement upon receipt of said notice.
SECTION 7—CONFIDENTIALITY
All documents or information including, but not limited to, lists of customers and
participants, future plans, and other business affairs provided by CITY to
CONTRACTOR shall be considered as confidential. CONTRACTOR shall not make
any such documents or information available to any individual or organization not
employed by CONTRACTOR or CITY without the written consent of CITY before any
such release. CONTRACTOR shall not use any such documents or information for any
purpose other than providing the services set forth in this Agreement.
SECTION H—CONTRACTOR'S STATUS
It is expressly agreed that in the performance of the professional services required
under this Agreement, CONTRACTOR shall at all times be considered an independent
contractor, under control of CITY as to the result of the work but not the means by which
PERSONAL SERVICES AGREEMENT- Envise Page 2
The Woodburn Aquatic Center DX Recovery Repair Project
41
the result is accomplished. Nothing herein shall be construed to make CONTRACTOR
an agent or employee of CITY while providing services under this Agreement.
Section 9 — INDEMNITY
CONTRACTOR agrees to hold harmless and indemnify CITY, its officers and
employees from and against any and all claims, loss, liability, damage, and expense
arising from the negligent, or claimed negligent, performance of this Agreement by
CONTRACTOR, its officers or employees. CONTRACTOR agrees to defend CITY, its
officers or employees against any such claims. This provision does not apply to claims,
loss, liability or damage or expense arising from the sole negligence, or willful
misconduct, of CITY.
Section 10 — INSURANCE
CONTRACTOR shall provide and maintain:
A. Commercial General Liability Insurance with a limit of not less than $1,000,000
per occurrence and $2,000,000 in the aggregate.
B. Automobile liability Insurance with a limit not less than $1,000,000 per
occurrence-combined single limit or $1,500,000 bodily injury and $1,000,000
property damage.
C. If applicable, Workers Compensation in at least the minimum statutory limits.
D. All insurance shall-
1.
hall:1. Include CITY as an additional insured with respect to this Agreement and the
performance of services in this Agreement.
2. Be primary with respect to any other insurance or self-insurance programs of
CITY and be non-contributory and waive subrogation rights.
3. Be evidenced, prior to commencement of services, by properly executed
policy endorsements in addition to a certificate of insurance provided to CITY.
4. No changes in insurance may be made without the written approval of CITY.
SECTION 11 — NONASSIGNABILITY
Both parities recognize that this Agreement is for the personal services of
CONTRACTOR and cannot be transferred, assigned, or subcontracted by
CONTRACTOR without the prior written consent of CITY.
PERSONAL SERVICES AGREEMENT- Envise Page 3
The Woodburn Aquatic Center DX Recovery Repair Project
42
SECTION 12—WAIVERS
The failure of either party to enforce any provision of this Agreement shall not be
construed as a waiver or limitation of the party's right to subsequently enforce and
compel strict compliance with every provision of this Agreement.
SECTION 13— NOTICES
All notices hereunder shall be given in writing and mailed, postage prepaid, addressed
as follows:
TO CITY: TO CONTRACTOR:
City of Woodburn Envise Inc.
Jesse Cuomo, Community Services Director Chris Conrad
270 Montgomery Street 4750 N. Channel Ave.
Woodburn, OR 97071 Portland, OR 97217
SECTION 14—STATE PUBLIC CONTRACT PROVISIONS
All requirements of ORS Chapters 279A, 27913, and 279C including but not limited to
the following, as applicable, are incorporated herein by reference.
A. If CONTRACTOR fails, neglects or refuses to make prompt payment of any claim
for labor or services furnished by any person in connection with this Contract as
such claim becomes due, CITY may pay such claim to the person furnishing the
labor or services and charge the amount of the payment against funds due or to
become due CONTRACTOR by reason of the Contract. The payment of a claim
in the manner authorized above shall not relieve the CONTRACTOR or its surety
from its obligation with respect to any unpaid claims.
B. CONTRACTOR and its subcontractors, if any, are subject to Oregon Workers'
Compensation Law, which requires all employers that employ subject workers
who work under this Contract in the State of Oregon to comply with ORS 656.017
and provide the required workers' compensation coverage, unless such
employers are exempt under ORS 656.126. CONTRACTOR shall ensure that
each of its subcontractors, if any, complies with these requirements.
C. CONTRACTOR shall, upon demand, furnish to the CITY, written proof of
workers' compensation insurance coverage. CONTRACTOR is required to
submit written notice to the CITY thirty (30) days prior to cancellation of said
coverage.
D. CONTRACTOR is engaged as an independent contractor and will be responsible
for any federal or state taxes applicable to any payments made under this
Contract.
PERSONAL SERVICES AGREEMENT- Envise Page 4
The Woodburn Aquatic Center DX Recovery Repair Project
43
E. Pursuant to ORS 279B, CONTRACTOR specifically represents and warrants that
CONTRACTOR has complied with all applicable federal, state, and city tax laws,
including but not limited to ORS 305.620 and ORS chapters 316, 317 and 318.
F. CONTRACTOR covenants to comply with all tax laws referenced above during
the term of this contract and that any failure to comply is an express breach and
City may terminate this Contract and seek damages as allowed herein or under
applicable law.
G. CONTRACTOR agrees and certifies that it is a corporation in good standing and
licensed to do business in the State of Oregon. CONTRACTOR agrees and
certifies that it has complied and will continue to comply with all Oregon laws
relating to the performance of CONTRACTOR's obligations under this Contract.
H. CONTRACTOR shall:
1. Make payment promptly, as due, to all persons supplying to the
CONTRACTOR labor and material for the prosecution of the work provided
for in the contract documents;
2. Pay all contributions or amounts due to the State Accident Insurance Fund
incurred in the performance of this Contract;
3. Not permit any lien or claim to be filed or prosecuted against the CITY on
account of any labor or material furnished; and
4. Pay to the Department of Revenue all sums withheld from employees
pursuant to ORS 316.167.
I. The CONTRACTOR shall promptly as due, make payment to any person, co-
partnership or association or corporation furnishing medical, surgical and hospital
care or other needed care and attention, incident to sickness or injury, to the
employee of such CONTRACTOR, of all sums which the CONTRACTOR agrees
to pay for such services and all moneys and sums which the CONTRACTOR
collected or deducted from the wages of employees pursuant to any law, contract
or Agreement for the purpose of providing or paying for such service.
J. The CONTRACTOR shall pay employees for overtime work performed under the
contract in accordance with ORS 653.010 to 653.261 and the Fair Labor
Standards Act of 1938 (29USC201 et. seq.).
K. An employer must give notice to employees who work on a contract for services
in writing, either at the time of hire or before commencement of work on the
contract, or by posting a notice in a location frequented by employees, of the
number of hours per day and days per week that the employees may be required
to work.
PERSONAL SERVICES AGREEMENT- Envlse Page 5
The Woodburn Aquatic Center DX Recovery Repair Project
44
L. CONTRACTOR will comply with 279.835 et seq. in the procurement of products
and services from a nonprofit agency for disabled individuals.
SECTION 15—AGREEMENT CONTAINS ALL UNDERSTANDINGS; AMENDMENT
This document represents the entire and integrated Agreement between CITY and
CONTRACTOR and supersedes all prior negotiations, representations, and
agreements, either written or oral.
This document may be amended only by written instrument, signed by both CITY and
CONTRACTOR.
SECTION 16—ATTORNEY FEES
In the event a suit or action is instituted to enforce any right guaranteed pursuant to this
Agreement, the prevailing party shall be entitled to, in addition to the statutory costs and
disbursements, reasonable attorney fees to be fixed by the trial and appellate courts
respectively.
SECTION 17—GOVERNING LAW
This Agreement shall be governed by the laws of the State of Oregon.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this Agreement the
day and year written.
CITY OF WOODBURN: CONTRACTOR:
Envise Inc.
By: By:
Print: Print: Chris Conrad
Title: Title: Sales and Services Manager
Date: Date:
PERSONAL SERVICES AGREEMENT- Envise Page 6
The Woodburn Aquatic Center DX Recovery Repair Project
45
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Exhibit A
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Proposal to provide 11VAC Repair oi-
WOODBURN AQUATIC CENTER
CONTENTS
Section A:
EXeCLalaa✓c^Summary/Cover Lefter..........................................................................
Firm Background Infoa"u" cd,ia~n............................................................................T-3
Resuraes............................................................................................................... -
TurnelineSpreadsheet-.......................................................................................... 7
i=ear Estirn ate............................................................................................................
Section B-I
SectionsB -• Section ..........................................................................
Section j-M
�a eccfions j - Section M....... 9
Work ALAI aoriz anion Form with Scgoe................................................................-10
Additional Information
D"=scps,,w..oerace Eacaa"tfrew Ho................................................................................................H
Sa:afeiy..................................................................................... ............ 11
Signed Docurr^aerits 8, ................................................13
47
Exhibitrlc,rt
EXECUTIVE SUMMARY/COVER LETTER
October Sth,2021
To: City of Woodburn
RE: Aquatic Center DX Recovery Repair
Dear Pete Gauthier,
Envise appreciates this opportunity to respond to the Woodburn Aquatic Center request to provide HVAC & plumbing
repair.We believe that Envise is the optimal fit for the City of Woodburn's needs and that with our skillset, track record,
and shared values, we can ensure a cooperative relationship that will meet and exceed your expectations of value,
innovation, safety, and sustainability.
We understand that mechanical systems at the Aquatic Center are a significant investment and some systems are
mission-critical to the success of your business.That is, if the systems go off-line when unplanned,we know if can
cause the facility significant and unnecessary expenses; not only in repairs, but in lost operation time. Our strong belief
in both collaboration and integrity underline our determination to provide best-in-class service for the Aquatic Center.
Envise is committed to preventing system breakdowns,just as much as you and your organization are committed
to delivering a quality service to your own customers.We are confident that our extensive experience, culture,
innovativeness, and journey .with Lean practices places us at the forefront of our competition. Our goal is always to
preserve the integrity of your-systems and its efficiency.
Rest assured that Envise currently has the capacity and manpower to successfully complete the scope of work for fhe
Woodburn Aquatic Center. erre have a rigorar.rs internal Proposal.Authorization Request(PAR) process to ensure our
company only works on projects where we can effectively accommodate Our clients while meeting our core values
which include providing only the highest of quality products, installations and services.The Aquatic Center Project was
selected through the PAR process due to its proximity, importance within the community as well as its complexity. In the
following pages you see Envise has accepted all terms and conditions contained in the Woodburn Aquatic Center DX
Recovery Repair RFP.
We look forward to the opportunity to\work with the City of Woodburn. If there is anything we can do to assist you in
your important decision, please do not hesitate to contact me directly with any questions you may have.
Best
Chris Conrad
Sales Et Service Manager
CConrad d Enviseco.com
503-488-1796
Envise Proposal for Woodburn Aquatic Center DX Recovery Repair 1
48
Exhibit
0D MDP
Founded in 1949, Southland Industries - (the par-ent company of Envise,found in 2015) is
one of the na'tion's largest MEP building systerns experts providing innovative yet practical
solutions through a holistic approach to building performance. Southland specializes in
the design, construction, and service of mechanical, plumbing, electrical,'fire protection,
p process piping, automation and controls systems, as well as comprehensive energy
service's needs. Offering standalone services as well as integrated solutions, Southland's
in-house experts remain connected, sharing information to produce the results that have
earned Southland its unmatched reputation as one of the top design-builders in the
nation.As a company that has always prided itself on innovation and collaboration, Southland continues to pave the
way as an industry leader in sustainability and energy efficiency to improve the way buildings are designed, built, and
operated.
Connected Solutions Envise
From conception through cornpletion and As a building management systems
beyond, our expertise spans the entire building bu Idiat automation
,it s analytics,
a
° lfecycle. With a variety of dedicated resources,
_®0 menl
lifecycle management. Helping to
our connected business lines collaborate to manage both facilities and budgets,
« ®_ r better serve each stage of a project and offer our knowledgeable Envisers"form
connected solutions that make the most sense long-term, collaborative partnerships
° '°° to meet your goals and deliver
«° « ,�. for each customer's facility and business, customized building solutions.
m -
TCM is a wholly owned subsidiary
Expertise of Southland Industry and is based
Value: True Design-Build, In-House Expertise, in Portland, Oregon. Established in
Holistic Approach, Prefabrication Et Modular, 1953, TCM offers full mechanical
« Owner Costs Reductions contracting including piping,
•° . .. plumbing and sheet metal services.
« + • ; ® _ TCM's portfolio includes numerous
®® ° projects involving upgrades at sites
... . « Services: HVAC(Pipefitting and Sheet Metal), where it is critical that operation not
Plumbing, Fire Protection, Process Piping, be interrupted; varied projects such
as hospitals, data centers, and silicon
Modular Assemblies wafer manufacturing facilities.
Southland Inc°iLmsfrmies
Qualified Employee Base Taking a holistic approach to all
Totaling approximately 2,500 people, projects, our in-house experts drive
Southland employs professional engineers, next generation solutions that elevate
• building operations, lower energy
® « - . « energy engineers, project managers, field consumption, and reduce overall
_ • _° supervisors, and skilled craftsmen. In addition, owner costs.
our in-house staff includes a vast number of
employees that have achieved industry- ,"I� '`` '"m ";: ° ��i`r"9
From leading expertise in building
+, « specific certifications at all levels. information modeling to prefabrication
® + and modular design experience,our
• ® proctical solutions address lean
« « i Safety principles, speed to market, and
At Southland, we have always recognized the alternative construction strategies
importance of a safe work environment. Both while enhancing value.
our divisions and projects are staffed with �ru',kuic; 4 ° r,,c,°,rgy
highly qualified safety professionals committed As a qualified energy service company
to providing continuous training, in addition to (ESCO) and comprehensive energy
ensuring ourjob sites are as safe as possible. services firm, our goal is to holistically
and efficiently help you overcome
significant energy challenges.
Envise Proposal for Woodburn Aquatic Center DX Recov 2
49
���.�.+ ��
�-�/ U`�|� ��
`
KE ev/se FIRM BACDCGRO =ND MFORM=A10N
BUILDING SOLUTIONS THAT SIMPI.JFY LIFE
Quite ahnmp�y, Enviiseexists fomake your life ama buiHimg owner orfaci8ity
mnamagereasier. 0yus�flmq ana�ytios, btAdinq aUtommatimrl, mmechuoicci|service,
amcl Rfecyclemmanagennentvveproviideiosphnad,techno�oqy-focusmd solutions
that mpfinm�zeYOL11-facDitieo, reduce your mtNitycmwft, and prmactive�Ysddress
pmfemtia� ol�era6mm� risks before they occur.
BULDINGMANAGEMEENT
-�-=�ob When your buildings aren't performing otI heir best, neither ioYour business.
Envise designs, installs, and services stale-of-the-art systems to help you
|nthe face ofshrinking operational contro|' monitor, and compare your building's consumption ononongoing
budgets, today's building owners and basis. Byintegrating systems and utilizing analytics toestablish obaseline
facilities staff are constanflychallenged for performance expec+otionn' wecan help you runyour facility otpeak
to6omore with less. performance.
EOViSe can help. TECI-INOLOGYKNTEGRAT8ON
Many of today's buildings consisl of ci host of disparate products and systems
that may actually beworking against each other toincrease operational
expenses and po+en|io| doenhmn With the fully integrated systemnworking
harmoniously, your facility will operate more efficiently and provide on
improved working environmenf. Envioe can help you develop the correct
technology strategy for Your building and proactively address integration
challenges.
ENERGY MANAGEMEN"I'
You face plenty ofchallenges. Rising energy cuntnshould not 6eone ofthem.
Byleveraging technology and taking your property's design and operations
into account, Envise can holistically evaluate your facility and develop energy-
efficienl-so|ution;that that can positively innpoctboth your cost levels and
revenue.
CONNECTED soi.0 non
Envise is owholly owned subsidiary ofSouthland Industries, one nfthe notion's
larges-1 MEP building systerns experts.Willi expertise that spans the entire
building lifecycle — including engineering, cons truction, building automation,
operations Etmaintenance,
and energy services — our connected business lines collaborate to better serve
each stage of a project and offer connecl-ed solulions that make the niost sense
for each client's facility and business.4socompany that has always prided
itself oninnovation and cuUobono+ion' Southland continues topave the way
as an industry leader in improving the way buildings are designed, built, and
operated.
Exhibit A.......
" u
Matt has nearly 20 years of experience in the mechanical and controls industry,
developing, designing, estimating and managing projects.As a C.E.M. and LEED AP,
he views projects with an eye toward sustainability, and energy efficiency. His expertise
across all project phases contributes to projects that consistently meet the client's unique
needs.
Experia,nc�-Since
2000 KEY RESPONSIBILITIES
Matt will be responsible for managing the schedule, maintaining the budget through
With Fiir°rnn Slrvco construction end, leading field operations, enforcing safety standards and supporting
2011 the buildings transition to the owner.
Evdu, a ficn RELEVANT PROJECT EXPERIENCE
(BS) 1 ("rand Casiyio -Detroit,MI
Consi ruction Manager ieni Chilled Water Plant Upgrades - new Water Cooled Chiller Plant with (3) new Trane
Eastern Michigan CenTroVac chillers, cooling towers, and associated control work. Total capacity of 180
University tons of Chilled Water. Project was complete with the Casino operating.
Ypsilanti, MI
Grr eek"Faurrrn C shag. Detroit, 1kvf:I
Licenses Player Club build Out- New 12,000 SF addition to the Greek Town Casino. Project
LEED AF included new duct systems, chilled and hot water piping, and controls upgrade. Utilized
Certii"ied Energy Manager existing future AHU units to supply new space with HVAC.
Associate Constructor
Project Frostbite � l`reslnm°n,O.11l.
A 210,000 SF diamond manufacturing facility. Scope of work included a type II DI water
Process Cooling System that served 78 reactors. Also included roof mounted HVAC
equipment, ventilation systems, process chilled water systems and a VRF HVAC system
and plumbing for office space.
lun;rh.ftng Conin.rrmnity fScliootsn 11l«'lustn.trng,IMH
Performance contract covering 5 elementary, middle and high schools. Developed
the ECM's that aligned with the need for infrastructure upgrades. This included high
efficiency lighting upgrades, solar arrays, boiler plant modifications and new DDC
controls through the district.
Sallnn.e Schools � Saline,llA.1
Consisted of 5 elementary, middle and high schools. Scope included replacement of
the HVAC control systems with a new DDC controls system.This included VAV's, AHU's,
fan coils, boiler plants, chiller plants, and class roorn unit ventilators. Scope also
included providing a campus-wide DDC control system interface and furnishing new
HVAC equipment, including air cooled chillers and units ventilators for install by the
mechanical contractor.
Royal Oak Scliool�s � Royal Oak,M.1
Performance contract energy project spanning 4 elementary and middle schools.
The project involved lighting upgrades, boiler plant upgrades and other conservation
measures to fund new AC.The new AC system comprised of air cooled chilled water
plant serving ceiling mounted fan coil units. Ventilation was provided by energy
recovery units. New DDC Controls throughout the district and a campus DDC control
system interface was installed.
Envise Proposal for Woodburn Aquatic Center UX Recovery Repair 4
51
Exhibit As,r,t-
,f
,u
Tim has a deep background in clesign, beginning in 2007, with experience in the
hospital, lab, higher-education and K-12, industrial, data center,vivarium and office
building markets. Possessing strong communication skills,Tim is more than capable
and proven in making a project from the design phase through to the end of construction.
He leads with a proactive approach in solving design challenges and is an effective
Experience Sarraro
team leader.
1997
KEY RESPONSIBILITIES
With Firm S� na,`, Tim's responsibilities include conceptual design including interpreting guidelines
2019 from clients and team members, engineering design, quality, and scheduling for the
engineering team.
Educ afionn
GS Fri. inc:~;ring €i physic's RELEVANT PROJECT EXPERIENCE
rriv�r pity of Califcnrnia f1'o:n.Men t1aR Client� Fort Collins,CO
U
Berkeley, C 85,000 SF Research and Development Facility Expansion. Included 25,000 SF of ISO 6
and ISO 7 ballroom style cleanroom. New 1500 ton central plant and 9000 MBH boiler
system with back feed to existing building.
Pr ofe�yronal F ngineer -- C:>12 Co kf"fa��a:it tia�lu Client� E'oars Collins, CO
�X81034 PE) 200,000 SF semiconductor fabrication facility expansion. Included 75,000 SF of ball-
room style ISO 6 clean rooms, new 1650 ton central plant, boiler system redesign and
expansion, RO makeup water heat recovery, new acid and solvent exhaust systems
with scrubbers, and new evap cooled data center. First cleanroom was online within 15
months from start of design.
Confidential Client:I"Vancouver,XATA.
15,000 SF retrofit of existing manufacturing facility for use as a vertical micro green
grow room and processing plant. Included repurposing and redistribution of 300 tons of
mechanical cooling as well as humidification and dehumidification.
Levnel d Data tie nt:ea,ln`nfnvs°tras.-tn,tr.rre'ffff?g:nadesr I f onn•nfer, tM
Cooling infrastructure upgrades at level 2 data center at 910 15th st.
Confidential Facility Q n°em..onnt,CA
100,000 SF retrofit of shelled multi-use space for a data center and research and
development lab spaces.
fdevrr,Orrfeans JE a.satw Hospital, I Nevv Orleans,1,..A
270,000 SF new construction and renovation of 80-bed acute-care hospital with urgent
Primary Care Clinics and Central Utility Plant_
D:dr"f: 'U Ffdestw f"f nnmpas,, ffB1 Addition � Beaverton, O
Vivariurn expansion with new HVAC and plumbing systems supporting primate housing
for research purposes.
OTHER PROJECTS
Santiam Memorial Hospital
OHSU Kohler Pavilion (2009-20"13)
Bonneville Power Maintenance Headquarters Wash Bay& Conference Room Add.
OHSU - Richard Jones Hall - 5th floor Cytology Lab Remodel
Confidential Client - Fort Collins, Colorado - Solvent Exhaust Upgrades -
Regenerative Thermal Oxidizer
Envise Proposal for Woodburn Aquatic Center QX Recovery Repair 5
52
Exhibit A,,,,,,
Chris brings over 30 years of experience in the industry through commissioning, project
management, estimating, and supply chain management. His range of experience
extends to projects in healthcare, mission critical, commercial office, higher education,
industrial, and wastewater treatment. His knowledge of HVAC systems, DDC controls,
installation practices, and HVAC equipment troubleshooting enables him to resolve any
industry Experience Sin(v e: issue that may arise in the commissioning and closeout period of construction projects..
1989
KEY RESPONSIBILITIES
With Firm Since: Chris is responsible for system design and installation review, DDC controls verification,
2014 and functional testing of HVAC equipment to ensure that all systems and components
are designed, installed,tested, operated, and maintained according to the operational
Education: requirements of the owner.
(MA) Public Adminisircation
- Washington Siate Univol- Relevant Project Experience
sity- 'Vcncouver,WA Fr rrrnkltrr I-ligh gr,rl°rrrol.Moderiaization j Portlartd,(DR
High school modernization project including renovation of the existing facilitywith an ad-
(BA; History - /oster� ditional 60K SF add-on which includes a new auditorium, gymnasium, kitchen and caf-
Washington University - eteria. $3.5 million HVAC piping & plumbing scopes with multiple phases and re-location
Bellingham,, VVA of students while working around occupied buildings.
c-R, nzie-µT!]1a.irs eti:e"Vertical 7"ower Ex.'part orh � aS rirqield, OR
TCM provided sheet metal, piping and plumbing services for a 132,000 SF 4-story patient
tower, including power house replacement, and an additional 67,000 SF remodel of the
existing hospital.
Ff7S"U'Vaincou e?r O'ew S,ir°rgxneeri g fez C=ipt iiter Science Rtfllding j xico'uxves r,VVA.
Construction of a new 60,000 sf science building. Systems included high purity air
systerns, domestic piping and ductwork for clean room applications, acid waste,
heating and chilled water systems. $2.4 million overall complete mechanical duct,
piping, and plumbing project.
Evergreezi:1ic,,I Sc4i ol,,;I erwir°ot;"iorr&Add bort �" `ar"aoorwr er WA
High school modernization project including renovation of the existing facility with an
additional 50,000 sf addition, which includes a new gymnasiurn, kitchen, and cafeteria,
science classrooms, wood shop, welding shop, and industrial exhaust and air systems.
$6 million complete HVAC piping & plumbing scopes with 17 phases of work, continuously
occupied, performed over a two year time period.
OTHER PROJECTS
Portland State University Viking Pavilion and Stout Center( Portland, OR
Confidential Merchandising Building I Beaverton, OR
m Old Trapper Beefjerky Plant I Forest Grove, OR
Mid-Columbia Medical Center I The Dallas, OR
University of Western States I Portland, OR
® PDX Quick Turnaround Facility I Portland, OR
Envise Proposal for Woodburn Aquatic Center DX Recovery Repair 6
53
Exhibit A
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54
ExhibitAlON A/J
FEE ESTIMATE
HOUrly Rate CE0 $165.00 - Es�Hrnated 176 Hrs
SECTION B
Envise has operated for 6 years having been founded in 2015
under its parent company Southland Industries, which was
formed in 1949 and having operated for 72 years.
Labor Et Travel $29,040
The Envise NW Branch has 19 employees, not including
its access toTCM's combined off-ice staff resources('105
Demolition & Disposal $4,970 additional employees). Nation wide Envise has"110 employees.
The Envise NW branch had a volume of over 8 million in 2020
Startup Et Commissioning $10,560
SECTION C
Equipment & Material $29,455 Envise is a resident bidder under ORS 279A.120.
Project Administration $4,200 SECTION D
Envise Tax ID: 47-3439812
Envise Oregon Contractor ID: 208047
Controls Subcontract $35,167
SECTION E
TOTAL $113,392 Please see attached signed Non-Discrimination Form -
Attachment C, below.
SECTION F
Please see Pg 1.
SECTION G
See work authorization page for scope details,
SECTION H
• Estimate of Billable Hours for Required Work: 176 Hrs
• Please see the Fee Estimate at the top of this page for an estimate of total costs.
SECTION I
® Please see our team resumes provided above within this proposal for our Learns extensive HVAC and Plumbing
experience.
• Additionally we have listed relevant project work in the pages below that demonstrate our natatorium capabilities.
SECTION J
Wings and Waves Water Park Fujimi Corporation Clackamas Water Park
DENIS BRUNTMYER TIM CURTISS JASON KEMMERICH
Facilities Director Sr Manager of Operations Aquatic and Recreation Supervisor
Der)is.Br-a)ntmyet-Cr�McMijirivillePi-opei-i-ies.c-orn fcurfiss(q-)fujimico.con-7
503-687-2416 503-794-8080
Envise Proposal for Woodburn Aquatic Center DX Recovery Repair 8
55
Exhibit ;;�
SECTION K
Based on the schedule of this project and its relation to our current and planned future work, Envise is fully confident in
our ability to provide a highly skilled team comprised of management and skilled trait workers.We recognize that the
market is active, but we have identified this project as a high value target for Envise.Through the use of an extensive
PAR process to evaluate each work opportunity, we are able to determine our ability to properly support a potential
project and whether to pursue it.That process identified the Aquatic Center DX Recovery Repair an opportunity Envise
should pursue.
SECTION L
Envise will be self performing the majority of the scope of work. We will be utilizing Johnson Barrow for the controls
scope of the repaired unit.Johnson Barrow is a well established company that we have used on many occasions to
successfully complete scopes in their field of expertise.
SECTION M
m Envise Hourly Rate: $165
• Estimated Hours: 176
Envise Proposal far woodburn Aquatic Center DX Recovery Repair 9
56
Exhibit A
(;)ctober 12, ,°20r 1
- P n V I S p r
This Authorization is made by and between:
Contractor: Customer:
Matt Cooper Pete Gauthier
971-349-2316 503-980-980-2429
mcoopergenviseco.comete. authierC7aci.woodbum.or.us
Envise Woodburn Aquatic Center
5016 N. Channel Ave. 190 Oak Street
Portland, OR 97217 Woodburn, Oregon 97071
Re: Munters Heat Recovery System
The Munters Heat recovery System has history of compressor failure and was recently diagnosed defective by others. This
system also has a defective controller and interface that will need to be upgraded to gain access and proper control of the
components, monitor operation of the equipment, and protect the new compressors. With the history of compressor failure,
we suspect the system was not commissioned and/or not controlling properly. The purpose of this proposal is to replace
the damaged compressors, replace the controller and interface, re-commission the system, and send the damaged
compressors to the factory to be analyzed for cause of failure.
PROJECT SCOPE
o Provide in-house engineering support, supervision, labor, and material to complete job
o Provide and replace (2)compressors
o Replace suction drier cores, install shell and cores on liquid line with ball valves for ease of clean up
o Leak check system, evacuate system under 500 microns, and perform refrigerant system clean-up
o Charge system with R-407C refrigerant
o Replace 1/0 Controller, and BACview HMI
o Remap BMS points as necessary
o Perform start-up
o TCM commissioning team to perform sequence testing of all components, adjustments as needed
and verify proper operation of overall recovery unit.
o Send compressors to factory for analysis and provide report to customer with recommendations
o A separate proposal will be submitted should analysis report suggest additional steps be taken and/or
additional components are found defective after start-up and commissioning.
T&M Budget........................................................................................$113,392.00
Excludes overtime and shift work.
Terms and Conditions:
Price is valid for 30 days and is subject to revision anytime thereafter. Proposal is intended solely for CUSTOMER.ENVISE assumes no responsibility for
delays,problems, or damages due to circumstances or conditions beyond its control, including but not limited to:Acts of nature, unknown or concealed
conditions,strikes or future building codes. Terms may be subject to credit approval.Invoice Net-30. CUSTOMER is responsible for any applicable local,
state, and or federal taxes. A late payment charge equal to the lesser of:(i) one and one-hail percent(1.5%)per month, or(ii)the maximum amount
allowed by applicable law will be applied against past due amounts, including taxes. The late payment charge will be applied to any disputed portion of
the unpaid balance that is resolved against the customer.
Proposal Acc_e to ance
Signature Printed Name
Title Date
Confid - is and Proprietaq/No Unauthorized Reproduction or Use
bqB#208047
5�
Exhibit A
EXPERIENCE PORTFOLIO
WINGSEVERGREEN
Natatorium I McMinnville, OR
Provided mechanical, plumbing and piping services for an indoor waterpark.
a' ,. The facility included cafe, educational areas, and special considerations for the
high-humidity environment. Project achieved LEED Platinum certification.
AQUATICCLACKAMAS
Natatorium I McMinnville, OR.
Providing facility services to maintain the heating, air conditioning and
dehumidification equipment at this aquatic park located in Clackamas,
Oregon.
HISTORIC PORTLAND BUILDING
a Design-Assist complete mechanical, plumbing and controls retrofit and
renovation of the Historic Portland Building. Included 400,000 SF of office
_ space. Mechanical syslern was overhauled with 6 new air cooled heat
�; recovery chillers to serve heating and cooling of office spaces via hot water coils.
t.-_..,,
DENCE NEWBERG MOB II
Design-Build delivery and installation of full mechanical and plumbing.
j This project included a stand-alone Medical Office Building, approximately
63,000 square feet split into 3 stories of class A medical office space, as well
as surface parking, landscaping and street improvements on the east side of
Providence Drive.
TOWNE STORAGE PHASE 1
Conunercial Office I Portland OR
Design-build delivery for a full HVAC mechanical and Plumbing project
consisting of a 6 floor commercial mixed use Tl.The project included an
exposed timbers &ceiling system and creative office space.
AMERICABOY SCOUTS OF
r ° Commercial Office Portland, OR
During the initial projected scope and maintenance startup process, irreparable
refrigerant leaks of the rooftop unit(RTU) and outdated sections of the building
management system were discovered in the Cascade Pacific Council's half-
century old,two-story office building.To fix existing issues and to improve
occupant comfort,the Cascade Pacific Council elected to change the scope of
the project and partnered with Envise to get the job done.
TCM Corp.-A Southland Industries Company Proposal for Woodburn Aquatic Center DX Recovery Repair 11
58
���.�.+ ��
�-�/ U`�|� ��
SAFET�� ��T� [�O��/��� K�
Y/ / / r`����p^��/"�
Safety as a Core Value
Safety is o corevo|ue ofEnvise' one which is in|rinsico||y|inke6 to our
cuhure. Our people are our most impur|on| resource arid weare ENVISE CORE VALUE
passionately cornroiUe6 |oensuring 1ho|all emp|oyeesare provided
with osafe and healthy working environmen|.Toaccomplish this, vve SAFETY
provide rouiine so[etytroining'jobniie-specific training, safe tools We en-ilDower Envisers"' lo say "no"
and equipment, oswell oso6edicn|edo|offoFprofessional safety to unsafe acls.
representatives. Vhz� cornrinil lo recognize and
Safety Numbers correct unsafe cicls or condifions.
Envisestrives|oachieve uzero occidan| rale.Through extenoivesafely
training, proper instruction, and ef-fective |osdconho| processeovve pre
approaching our goal. Out-recent experience modi6cohonroies (E�4Q)'
Lost Workday Incident Rale (&VD|R)' and VheAecordu6|eIncident Rate
(RIR) have lrended vvell below inclustry standards. This aflention lo safety benefifs our clients in ierrns of reduced unit
labor roins' reducing risk, and helps |o enoure iho|our employees enjoy o safe, positive, and rewarding place to work,
MR No Design/Heavy Prefab
IN B
3 2020 550,750 0.50 0.00 0M
0.40
2 2019 496,887 0.49 0.00 7
2018 443,517 0.46 0.00 1.80
Recordable Lost Workday
Incident Rate Incident Rate
Our dedicated safety professionals are c.orna-iifted to elir-ninating hazards and |o fraining ou), personnel to work safely.
The Envisecorporate safely progrornencompasses:
°
Weekly"toolbox" safety training for all held personnel
" Acomprehensive, vvritienCode ofSafe Prochceo / Safely and Health Rules
" Adetui|*d Injury Prevention Progrom
~
Maintaining o|enrn of dedicated safety professionals
°
Active participation in all aspects of ihe safely progrann frorn rinariagerneni to the newest employee
^ 24-hournvni|o6i|i1yofthe safely director and 6a|d safety representative
~ A Aelurn to Work Program to eliminate (na||irne ocd6entc
°
Quarterly foreman's nofe|ytroining meetings and B8C)s|n foci|ito+e communicohon 6efween Held employees
and lhe safely department and to show col-potale enthusiasn) cind fecognihon In regcird to safety perfort-nance
° Aprugromfor injury reporting, injury investigation and|rocking
" ASafety Incentive Program
snV= propnsm|f 01-wooduumxqvu/iccev1 e/oxnocovcrynepoi, 12
59
NORTH MARION
EMPLOYMENT
HUB
WOODBURN CITY COUNTY
PRESENTATION
NOVEMBER 8 , 2021
EMPLOYMENT NEEDS
• DISCUSSIONS WITH PARTNERS - EMPLOYMENT NEEDS:
- EXISTING WOODBURN BUSINESS
- AMAZON - NEW DEVELOPMENT AND EMPLOYMENT
NUMBERS
- WORKFORCE PARTNERS - AVAILABILITY OF EMPLOYEES
• CONDUCTED LABOR SHED ANALYSIS
LABOR SHED
ANALYSIS
Findings
r
The study area K �<< ` w Majority of
includes the ` °�1e'"'��g`a; p� aa�,dl�� �.''".w, commuters are from
followingcounties: ruit�n,rr
��� Albany to Portland,
f
• Multnomah � .� �
McMinnvfie along 1-5 corridor,
Malalla
• Washington
�' ,�-�� with some
• Clackamaseizer, aiver�? °�
San , .�.�� �. commuters from
• Yamhill °'�� ` ���
�� r smaller cities located
Marion .. � ...,., �. .....
Albany off of the 1-5
• Linn corridor.
•
Polk ��............
14 ........ ,
I Study area PUMAS
45 minute commute
!l11J Woodburn
Live & work in Live elsewhere in Live in Woodburn,
Woodburn region, work in work elsewhere in
Woodburn region
"?7953
7)500 -
61557
0
3,449
0 5'000 - 20% of workers
4U
live and work in
Woodb Yn,6801
/
/
:3 932
0
i
o
MllIllIllIllIlMMIllIllIllII III
Sector M Industrial Other services
Source: LEHD 2018
1,105,876
75% -
6,388
o
50% -
0
% -0 3,135
co 25% -
Woodburn workers .n all sectors)147,062
are more likely to be Hispanic
Hispanic/Latin i�lcar�-�iir7rc/I-atir�
Ethnicity (33%) and younger (30% 29 or
younger) compared to the
co 60%
a) 701,118
L 4 608 region's workers average age.
a
f
2,928
o „ „����
f -
271 310:::::::::::::::::: 280,510
1 987
i
%
29 or younger 30-54 54 or older
Age
Area
Rgion
//���� Wodburn Source: LEHD 2018
/ The number of commuters to
EM
llil��ll
.............. Woodburn increased by 866
0 1
between 2009-2018, a 15
Q4 000
increase.
� 37%
Length of the commute to
0 2,000- 36% Woodburn remained about the
a same (average 29 minutes),
� �, 13% with a small decrease in the
z 6% 6% percent of commuters with a 40
20019
Year 2013 minute or longer commute.
Drive time to Woodburn (mins)
0- 10 10- 20 20- 30 30 -40 40 - 50 50- 60
Source: LEHD 2018
Total commutes
mto Woodburn,
Cornelius
Portland °`` "� 2018
Beaverton
Tualatin 250
(Newberg Wilsonville 200 Most Woodburn workers
McMinnville150 commute from the area
"'°' "a 100 directly around Woodburn
or around Salem/Keizer.
Keizer Sillvertan so
Sallemi 25
Staytoin 5
Albany
Woodburn
Source: LEHD 2018
............
'Untapped' industrial sector
%, workers, 2018
1 Portland
Cornelius
i
Wn �mm�• r�9u➢ d1/ % r
Beaverton Concentrations of
,,;, ,/ f
, ,coo
�.�uial�tin 1 ' //
r industrial sector
abergvVi�onville 600 workers who do not
idl "r
Mdl innville
already work in
r ay �I ��l��rlalua ' 1,20
� MEN
C ,.��'" Woodburn are located
Sillvetgoo .
I�eizer ton,,x �n
vr,
alerrn// r $
goo • Newberg/Dundee
/Dundee
• Sta to n
Stayton
•
Tualatin
a
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November 8, 2021
TO: Honorable Mayor and City Council (acting in its capacity as the
Local Contract Review Board) through City Administrator
FROM: Jesse Cuomo, Community Services Director
SUBJECT: Award of Construction Contract for Aquatic Center DX Recovery Unit
Repair Project
RECOMMENDATION:
Authorize the City Administrator to enter into a Professional Services Agreement (PSA)
with Envise, Inc. for the Aquatic Center DX Recovery Unit Repair Project in the
amount of$113,392.00.
BACKGROUND:
In September 2021 , the City issued a Request for Proposals (RFP) seeking a
qualified HVAC firm to perform repair and maintenance services on the
Woodburn Aquatic Center's DX Recovery Unit. The two proposals received by
the October 12, 2021 deadline were evaluated and ranked by a City employee
review panel consisting of the Community Services Director, Project Engineer, and
Parks and Facilities Maintenance Supervisor. The committee evaluated the
proposals based on the responding firms' qualifications, demonstrated
accomplishments, understanding of the project, organization, staffing of the
proposed firm, and the proposed fee schedule. With the highest possible score of
100, the responding firms were ranked as follows:
Firm Score
1 . Envise, Inc. 91
2. Hydro-Temp Inc. 80
This contract award is in conformance with public contracting laws of the State of
Oregon as outlined in ORS Chapter 279C and the laws, regulations of the City of
Woodburn, therefore, staff is recommending the contract be awarded.
Agenda Item Review: City Administrator_x City Attorney_x Finance_x_
Honorable Mayor and City Council
November 8, 2021
Page 2
DISCUSSION:
This project will be another of many significant Aquatic Center preventive
maintenance/facility upgrades to be completed over the past several years,
along the replacement of all three pool heaters (main, wading and spa), the
installation of LED lighting throughout the facility, and the replacement of several
pool pumps and energy efficient variable frequency drive systems.
The DX Recovery Unit is an important element in the HVAC system that is
designed to recover heat from the exhaust air and reintroduce it into the supply
air stream or swimming pool water, as facility conditions warrant. The system is an
essential component of the Aquatic Center's energy efficiency program.
Unfortunately, it has experienced a series of catastrophic failures in recent years
that have rendered it inoperable. While the HVAC system adequately controls
temperature and humidity levels without a functioning DX System, the lack of
heat recovery results in increased energy costs.
The DX Recovery Unit Repair Project involves replacing two failed compressors,
the system controller, refrigerant piping, and many other related components.
Additionally, the two existing compressors will be evaluated by the manufacturer
for causes of failure. Following the completion of repairs, the system will undergo
a thorough start-up and commissioning process to ensure that it functions
properly prior to be put into service.
This project was evaluated by an Energy Trust of Oregon sponsored consultant in
2019. The resulting study determined that repairing the DX Recovery Unit would
result in estimated annual energy savings of $6,500. Additionally, the project
qualifies for a $65,835 rebate from the Energy Trust, which results in a net cost of
approximately $48,000 to the City. After factoring in the annual energy savings,
the project has an estimated 7.4 year payback period.
FINANCIAL IMPACT:
Funding for the DX Recovery Unit Repair Project is included in the adopted FY
21/22 Budget.