HomeMy WebLinkAboutItem B - Street Assessment PlcyEUGENE CITY COUNCIL
AGENDA ITEM SUMMARY
Work Session: Street Assessment Policy
Meeting Date: February 14, 2005 Agenda Item Number: B
Department: Public Works Staff Contact: Mark Schoening
www. cl. eugene, or. us Contact Telephone Number: 682-5243
ISSUE STATEMENT
This work session will provide an overview of the City's street assessment policy and some of the issues
associated with street assessment projects (local improvement districts).
BACKGROUND
Local Improvement District Process
The formation of a local improvement district (LID) provides a method of financing public
infrastructure in which the cost of the infrastructure is assessed to the benefiting properties. The
majority of Eugene's street system has been financed through assessments to benefiting properties.
LIDs can be initiated by the City Council or by the City Engineer. The City Council can initiate an LID
by the adoption of the annual capital budget or by a council motion. Ayres Road, Delta Highway and
Garden Way are examples of LIDs initiated by the council with the adoption of the annual capital
budget. The West University Neighborhood alley improvement project is an example of an LID
initiated by a council motion. The City Engineer may initiate an LID after receiving a petition poll from
property owners representing properties that will bear over 50 percent of the cost of the improvement.
Lone Oak Way and Santa Clara Avenue are examples of LIDs initiated by the City Engineer. Upon
initiation of an LID, the City proceeds with the design and bidding of a project.
After a project is bid and prior to awarding a construction contract, a public hearing is held before a
hearings official to determine whether or not the City should proceed with the improvement project.
After considering the findings of the hearings official the City Council forms the LID by resolution.
However, if property owners representing properties that will bear over 50 percent of the cost of the
improvement remonstrate against the project, the hearing before the hearings official is continued to the
City Council. It then requires that two-thirds of all councilors vote in support of a resolution for an LID
to be formed.
Once an LID is formed the City proceeds with construction of the improvement project. Upon
completion of construction a second public hearing is held before a hearings official. The purpose of the
second public hearing is to determine if the assessments to the benefiting properties were determined
appropriately. After considering the findings of the hearings official, the council adopts an ordinance
levying the assessments against the benefiting property owners.
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After adoption of the ordinance levying assessments, property owners have 10 days to pay the
assessment in full or to finance the assessment through the City over a 10-year period. City financing is
available to all property owners as long as the value of the property is greater than the amount of the
assessment. Assessments financed through the City may be paid off early without any penalty.
There are several financial assistance programs available to property owners. Both the City and the
State have deferral programs that are based on age and income. In addition, the City has a subsidy
program based on income with subsidies ranging from 1/3 to 5/6 of the total assessment.
Local Improvement District Issues
Beginning in 1999 and continuing over the course of several years, a Council Ad Hoc Committee on
Street Improvement Funding reviewed the assessment policies for all functional street classifications.
The goal of the subcommittee was to more equitably and fairly allocate the cost of street improvements
to the benefiting properties. Based upon the work of the subcommittee, in October 2000 the City
Council adopted an ordinance that substantially changed the assessment methods for arterial and
collector streets. A year later in November 2001, the council adopted an ordinance that substantially
changed the assessment method for local streets. The major changes addressed partially developed and
vacant property, location of the primary access to a property, corner lots, and assessable width for
different classifications of streets. In May 2004, the assessment method for alleys was changed to assess
100 percent of the costs associated with an alley improvement to the benefiting property owners.
The changes to the assessment methods for arterial, collector and local streets met the goal of more
equitably and fairly allocating the cost of street improvements to the benefiting properties. However,
the changes resulted in a much more complex methodology and shifted costs from property owners to
the City. While staff have worked through the complexity of the changes in managing specific projects,
explaining the assessment methodology and how much an individual property may pay for an
improvement project has proved problematic. For arterial and collector streets, transportation system
development charges have been used to fund the City's share of assessment projects. For local streets
there is not a viable funding source to fund the City's share of assessment projects.
For arterial and collector streets the majority of assessment projects are initiated by the City Council
with the adoption of the annual capital budget. Recently completed projects include Ayres Road, Delta
Highway, Royal Avenue and Garden Way. Projects that have been initiated but where an LID has not
yet been formed include the 3rd/4th Connector, River Avenue and Chad Drive.
For local street projects, the City Council generally does not initiate assessment projects through either
adoption of the annual capital budget or by council motion. The petition poll process is the method that
the City has relied upon to initiate assessment projects on local streets. This process is time consuming
and expensive because property owners want to know what the street improvement will look like and
how much their assessment will be before signing a petition poll. It is rarely successful because it
requires property owners bearing over 50 percent of the cost to sign the petition poll. In 2001, the
Agenda Item Summary for the ordinance amending the Eugene Code for local streets included the
following information: In the past 20 years, approximately 3.31 miles of substandard local streets have
been improved to City standards, representing a street improvement rate of 0.17 miles per year. At this
rate, it would take 280 years to bring all of the 48 miles of currently existing substandard local streets up
to standards.
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RELATED CITY POLICIES
Chapter 223 of the Oregon Revised Statutes prescribes the right and responsibilities of cities to levy
assessments for local improvements. The Municipal Charter, Chapter IX - Public Improvements
provides the regulatory framework for public improvement procedures and assessments. The Eugene
Code, Chapter 7 -Public Improvements, prescribes the process for initiation of an assessment project,
formation of a local improvement district, and computation and allocation of assessments to benefiting
properties.
COUNCIL OPTIONS
There are two issues impeding the improvement of local streets through the LID process that the council
may wish to consider. The first issue is that the petition poll process is time consuming and costly and
rarely results in a successful poll. The options to consider include:
1. Maintain the current petition poll process for assessment projects for local streets
2. Initiate assessment projects for local streets by City Council adoption of the annual capital budget.
The second issue is the lack of a viable funding source for the City's share of costs for local street
assessment projects. The options to consider include:
1. Identify an existing source of funds for local street assessment projects. One viable source is
Community Development Block Grant funds in eligible neighborhoods.
2. Create a new funding source such as a transportation system maintenance fee (TSMF) for local street
assessment projects.
3. Amend the Eugene Code to assess all of the costs associated with local street improvement projects
to the benefiting property owners. This was recently done for alley improvement projects.
CITY MANAGER'S RECOMMENDATION
The City Manager has no recommendation on this item.
SUGGESTED MOTION
None.
ATTACHMENTS
None.
FOR MORE INFORMATION
Staff Contact: Mark Schoening
Telephone: 682-5243
Staff E-Mail: mark. a. schoening~ci, eugene, or. us
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