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eww' AGENDA ORO VALLEY TOWN COUNCIL SPECIAL SESSION JANUARY 19, 2006 ORO VALLEY TOWN COUNCIL CHAMBERS 11,000 N. LA CANADA DRIVE SPECIAL SESSION: AT OR AFTER 5:30 P.M. CALL TO ORDER ROLL CALL 1. REPORTS TO COUNCIL CONCERNING THE ORACLE ROAD IMPROVEMENT DISTRICT ASSESSMENT HEARING A. Report concerning the ORID project history, assessment methodology and substantial completion of the project B. Report on the Recapitulated Assessment C. Report from the Town Clerk listing all written objections to the Assessment that were received prior to the hearing on the recapitulated assessment 2. PUBLIC HEARING ON THE RECAPITULATED ASSESSMENT FOR THE ORACLE ROAD IMPROVEMENT DISTRICT, HELD PURSUANT TO A.R.S. 48-590 A. Opening Public Hearing and Opening Statement by Mayor Loomis B. Presentations concerning any Objections: (1) to the legality of the assessment, or (2) to the previous proceedings, or (3) that the work has not been performed according to the contract. Council discussion and possible action to overrule any objection, or to set a special hearing to rule on any objection following consultation with ORID legal counsel and the district engineer. C. Closing the Public Hearing 01/19/06 Agenda, Council Special Session 2 3. DISCUSSION AND POSSIBLE ACTION ON ALTERNATIVE RESOLUTIONS CONCERNING THE ORACLE ROAD IMPROVEMENT DISTRICT, THE ASSESSMENTS, AND OBJECTIONS RELATING TO THE DISTRICT If no objections are received: Discussion and possible action to adopt Resolution No. , approving the recapitulated assessment for the Town of Oro Valley, Arizona, Oracle Road Improvement District, and determining that the construction work for such improvement is substantially completed in accordance with the plans and specifications therefore. (Resolution With No Objections) OR, IN THE ALTERNATIVE, If all objections to the Oracle Road Improvement District Assessment are overruled: Discussion and possible action to adopt Resolution No. , approving the recapitulated assessment for the Town of Oro Valley, Arizona, Oracle Road Improvement District; overruling all objections, and determining that the construction work for such improvement is substantially completed in accordance with the plans and specifications therefore. (Resolution Overruling Objections) OR, IN THE ALTERNATIVE, If one, several or all objections to the Oracle Road Improvement District Assessment are upheld: Discussion, possible revision and possible action to adopt Resolution No. , modifying individual Oracle Road Improvement District assessments, and approving the recapitulated assessment, as so modified, determining if the Town or the property within the District shall be charged for any shortfall caused by the modifications, directing the Superintendent of Streets to amend the recapitulated assessment in accordance with such determination, and determining that the construction work for such improvement is substantially completed in accordance with the plans and specifications therefore. (Resolution Modifying Assessments) NOTICE OF POSSIBLE EXECUTIVE SESSION: Pursuant to A.R.S. §38- 431.03(A)(3) and (A)(4), Council may vote to go into executive session for consultation and discussion with its attorneys for legal advice relating to the Oracle Road Improvement District and these proceedings. ADJOURNMENT 01/19/06 Agenda, Council Special Session 2 3. DISCUSSION AND POSSIBLE ACTION ON ALTERNATIVE RESOLUTIONS CONCERNING THE ORACLE ROAD IMPROVEMENT DISTRICT, THE ASSESSMENTS, AND OBJECTIONS RELATING TO THE DISTRICT If no objections are received: Discussion and possible action to adopt Resolution No. , approving the recapitulated assessment for the Town of Oro Valley, Arizona, Oracle Road Improvement District, and determining that the construction work for such improvement is substantially completed in accordance with the plans and specifications therefore. (Resolution With No Objections) OR, IN THE ALTERNATIVE, If all objections to the Oracle Road Improvement District Assessment are overruled: Discussion and possible action to adopt Resolution No. , approving the recapitulated assessment for the Town of Oro Valley, Arizona, Oracle Road Improvement District; overruling all objections, and determining that the construction work for such improvement is substantially completed in accordance with the plans and specifications therefore. (Resolution Overruling Objections) OR, IN THE ALTERNATIVE, If one, several or all objections to the Oracle Road Improvement District Assessment are upheld: Discussion, possible revision and possible action to adopt Resolution No. , modifying individual Oracle Road Improvement District assessments, and approving the recapitulated assessment, as so modified, determining if the Town or the property within the District shall be charged for any shortfall caused by the modifications, directing the Superintendent of Streets to amend the recapitulated assessment in accordance with such determination, and determining that the construction work for such improvement is substantially completed in accordance with the plans and specifications therefore. (Resolution Modifying Assessments) NOTICE OF POSSIBLE EXECUTIVE SESSION: Pursuant to A.R.S. §38- 431.03(A)(3) and (A)(4), Council may vote to go into executive session for consultation and discussion with its attorneys for legal advice relating to the Oracle Road Improvement District and these proceedings. ADJOURNMENT TOWN OF ORO VALLEY Page 1 of 3 COUNCIL COMMUNICATION SPECIAL SESSION MEETING DATE: 01/19/06 TO: HONORABLE MAYOR AND COUNCIL FROM: Melinda Garrahan, Town Attorney SUBJECT: Special Session of Council and Public Hearing, pursuant to A.R.S. §48-590, concerning the substantial completion of the Oracle Road Improvement District work and the assessments therefore. SUMMARY: See attached Memorandum, dated January 12, 2006, from District legal counsel Fred Rosenfeld. ATTACHMENTS: • District Map • Resolution No. 03-65, Resolution of Intention • Resolution No. 03-78, Resolution Ordering Work • Minutes from the September 15, 2003, hearing concerning objections to the extent of the Oracle Road assessment district • Excerpted paragraphs E through H, A.R.S. §48-590, relating to this proceeding • Town Clerk Report of Objections to the Assessment (Exhibit A, the list of property owners objecting will be provided at the Special Session when the time to file objections has expired.) • Affidavits of Mailing and Publication of Notice of Hearing • ORID Recapitulated Assessment • January 11, 2006, Memorandum from Finance Director and Town Engineer regarding the ORID project cost breakdown • Notice of Substantial Completion of Work • Objection dated January 10, 2006, filed by Barclay Group No. 10 Limited Partnership, Barclay TOWN OF ORO VALLEY Page 2 of 3 COUNCIL COMMUNICATION SPECIAL SESSION MEETING DATE: 01/19/06 Group No. 11 Limited Partnership, University Medical Center, and Target Corporation. • Proposed Resolution With No Objections • Proposed Resolution Overruling Objections • Proposed Resolution Modifying Assessments FISCAL IMPACT: To be determined as part of the proceeding. SUGGESTED MOTIONS: In the event of an objection to the legality of an assessment: After havingheard the objection to the legality of the assessments described in the Resolution of Intention No. �, specifically 03-65 with respect to the Town of Oro Valley, Arizona, Oracle Road Improvement District, andp y Assessment No. , I move that the Mayor and Council, having considered the objection, find that the benefits to theq arcel equal or exceed the amount of the parcel's respective assessment, and the objection is p without merit and, therefore, is overruled. OR After having heard the objection to the legality of the assessments described in the Resolution of Intention No. 03-65 with respect to the Town of Oro Valley, Arizona, Oracle Road Improvement District, and specifically Assessment No. , I move that the Mayor and Council, having considered the objection, find that the benefits to thep arcel do not equal or exceed the amount of the parcel's respective assessment and, therefore, the assessment be reduced to $ and [the difference be spread among all other parcels in the District.] OR [the Town shall pay $ into the debt service fund of the District to offset the assessment reduction.] OR After having heard the objection to the legality of the assessments described in the Resolution of Intention No. 03-65 with respect to the Town of Oro Valley, Arizona, Oracle Road Improvement District, and specifically Assessment No. , I move that the Mayor and Council, set a special hearing to be held at on TOWN OF ORO VALLEY Page 3 of 3 COUNCIL COMMUNICATION SPECIAL SESSION MEETING DATE: 01/19/06 , 2006, in the Council Chambers, to rule on the objection after consulting with District legal counsel and the District engineer/superintendent of streets. In the event of an objection to the previous proceeding: After havingheard the to the previous proceedings held in connection with the Town of Oro Valley, objection Arizona, Oracle Road Improvement District, I move that the Mayor and Council, having considered the objection, find and determine that the objection to the previous proceedings is without merit and, therefore, is overruled. OR After havingheard the objection to the previous proceedings held in connection with the Town of Oro Valley, J Arizona, Oracle Road Improvement District, I move that the Mayor and Council set a special hearing to be held at on , 2006, in the Council Chambers, to rule on the objection after consulting with District legal counsel and the District engineer/superintendent of streets. In the event of an objection that the work has not been performed according to the contract: After havingheard the objection that the work in connection with the Town of Oro Valley, Arizona, Oracle � Road Improvement District has not been performed according to contract, I move that the Mayor and Council,having considered the objection, find and determine that the objection is without merit and, therefore, overruled. OR After havingheard the objection that the work in connection with the Town of Oro Valley, Arizona, Oracle J Road Improvement District has not been performed according to contract, I move that the Mayor and Council g hearing set a specialn to be held at on , 2006, in the Council Chambers, to rule on the objection after consulting with District legal counsel and the District engineer/superintendent of streets. ************************* I move that we adopt Resolution No. [insert caption relating to one of the .roposed resolutions]. •wn A orne GUT RO1ENFEL D ATTORNEYS SINCE 1921 P.L.C. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MEMORANDUM . . . . . . . . . . . . To: Oro Valley, Oracle Road Date: January 12,2006 File No. 006766-20034 From: Fred H. Rosenfeld Subject Oracle Road Assessment Discussion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . HISTORY Starting in 1998 the Barclay Group ("Barclay"), as the developer of Rooney Ranch Parcels A and B, was planning the development that is now found at the west side of Oracle Road at First Avenue (which now includes Fry's, Target, Home Depot and Albertsons). Barclay commissioned a traffic study by Carl Stiner, traffic engineer, on the effects of the Rooney Ranch development on specific areas of First Avenue, Pusch View Lane and Oracle Road. On October 6, 1998 the Arizona Department of Transportation ("ADOT') wrote to Mr. Stiner outlining the improvements required by the Rooney Ranch development. Barclay objected to the cost of the proposed improvements to Oracle and First Avenue. Barclay then requested that the Town consider forming an improvement district to cover the cost of the improvements ADOT was requiring. ADOT's requirements were also included in the development plan for the Rooney Ranch development. The Barclay development plan states: "The Town of Oro Valley in conjunction with ADOT is developing the off-site improvement requirements on Oracle Road and First Avenue, and their phasing. The applicant (Barclay Group) shall be required to participate in these improvements on a fair share basis based on the traffic impact analysis"1 ADOT conditioned its approval to place stoplights at Oracle Road and LaReserve and to grant access off Oracle Road for the new shopping center on the future addition of two lanes on Oracle Road. To finance the required improvements the City instituted proceedings for the Oracle Road Improvement District. On July 16, 2003, the Council adopted Resolution R- 03-65 to provide for: Installation and construction of street improvements on Oracle Road from 1100 feet south of Pusch View Lane to 2080 feet north of First Avenue, Pusch View Lane from 1160 feet west of Oracle I Source: Council minutes of September 15,2003. FH R:rwr 610807.4 1/10/2006 Road to Oracle Road and east of Oracle Road for 230 feet, and First Avenue from 920 feet west of Oracle Road to Oracle Road, consisting of pavement, curb, gutter, sidewalks, landscaping and public art, box culverts, utility relocation, traffic signals, signage, striping, together with all other appurtenances thereto and including all design, engineering, legal, testing and construction management fees and permit costs related thereto(the"Project"). The Resolution is the initial step in the construction of the Project. The Resolution indicates that the Project will be paid for by special assessments against the property benefited by the improvement. Thirtyparcels bordering on the east and west sides of Oracle Road and on the north and south of Pusch View Lane and First Avenue compose the District assessed to pay for the improvements. A District map is attached. As is required by law a hearing was held on protests and objections to the extent of the Assessment District. This hearing was held on September 15, 2003. At the hearing the objectors contended that the improvements that would widen Oracle Road by adding two additional lanes and double left turn lanes would greatly improve traffic flow on Oracle and First Avenue. Therefore, they argued the property both North and South of the area to be assessed should also be assessed for this improvement despite the fact that property north and south of the improvement may also be assessed to build additional adjacent lanes on Oracle Road in the future. Prior to the formation of the Improvement District, the land owners on the West side of Oracle Road had requested a stop light at Oracle Road and LA Reserve and permission from the ADOT to have ingress from and egress to Oracle Road for the Rooney Ranch development. ADOT indicated that its approval would require additional lanes on the east and west sides of Oracle Road. As we understand it, Barclay and Home Depot agreed to this requirement. This indicates two important aspects. First, ADOT viewed the proposed development on the west side of Oracle Road as one that would increase traffic sufficiently to require two additional lanes. Second, ADOT indicated that it was the developers' responsibility to add the additional lanes and conditioned traffic signal approval and ingress from, and egress to, Oracle Road on the ultimate construction of the two lanes. Both of these determinations effect the method of assessment. The Arizona cases indicate that when a land owner is obligated to provide for a street improvement, the same land owner benefits when the City constructs the improvement using the special assessment method. In Moore v. City of Chandler, 148 Ariz. 124, 713 P.2d 325, the Arizona Court of Appeals stated: Appellant also argues that he alone was assessed for "tiling and constructing ... the Salt River Project lateral from the center of Alma School Road east along Knox Road ...." He contends that this improvement benefited the entire improvement district and therefore it was improper to assess only appellant for this cost. See A.R.S. § 9-686(C). FHR:rwr 610807.4 1/10/2006 -2- The city contends that appellant was properly assessed for this particular expense because the Chandler city code required appellant to provide this improvement. Therefore, when the city provided the improvement, appellant benefited from the city's action. Appellant does not rebut the city's contention that he was required to provide said improvement. [10] Appellant does not dispute that property which fronts on Alma School Road was obligated, by the Chandler city code, to provide certain improvements to Alma School Road. He argues that parcels within subdivided property fronting on Alma School Road should be separated from those properties within the subdivided property which do not. We are referred to no legal authority for this. When such property is in one ownership, the entire subdivided property fronts on Alma School Road and is therefore obligated to provide the required improvements. When the improvements were provided by the city, the entire subdivided property was benefited and was properly assessed. The Project has been substantially completed (except for landscaping and a con- arch bridge on the east side of Oracle) and the Hearing on the Assessment, which must be conducted after the work is substantially completed, is scheduled to be held on January 19, 2006. THE OBJECTOR'S MAJOR CONTENTION The argument that improved traffic flow must be a charged to other areas along Oracle Road will,however, most likely return at the Hearing on the Assessment. The law requires one final hearing on the Assessment on the following items: 1. Was the work done in accordance with the plans and specifications? 2. Was the assessment fairly spread among the assessed parcels in proportion to the benefits received? 3. Any other invalidity in the assessment or the proceedings pertaining thereto claimed by an objector. At the earlier hearing the Council ruled that the Assessment District was validly formed after the 2003 hearing. Therefore, the issue of bringing additional property into the area to be assessed will not be an issue at the Assessment Hearing. That does not mean that objectors will not raise the issue. It is expected to be framed this way: "Even though those outside the Assessment District cannot be assessed, they still benefit and our assessments must be reduced accordingly." This requires the objectors to do two things: FHR:rwr 610807.4 1/10/2006 -3- 1. show actual monetary benefits (i.e., an actual increase in value directly related to the additional two lanes) for parcels outside the District (not incidental benefits from better traffic flow). 2. Even if it could be shown that properties outside the District receive actual and not incidental benefits, the objectors must show a relative reduction in the benefits to their own property received by other property within the District. This is true because the test of the assessment fairness is: "... the Superintendent [of streets] shall assess the total sum upon the several lots, each respectively in proportion to the benefits to be received by each lot". Thus, having determined the benefits derived and the assessment was to fall on the 30 parcels within the Assessment District, the Council must determine at the Assessment Hearing if the amounts assessed against those parcels is proportionate to the benefits those parcels (not "other parcels")have now received. Thus, showing abstract or incidental benefits to other properties outside the District does not lower the proportionate benefit to objectors' land. The major issue is the spread of proportionate benefits within the Assessment District. At the initial hearing on the formation of the assessment district, the protesting property owners argued that the improvement benefited all persons in the Town because it improved the traffic flow along Oracle Road and also for those using First Avenue in the Area near the intersection of Oracle Road and First Avenue. The improvement in question only improves Oracle Rod for a limited distance (1100 feet south of Push View Lane to 2080 feet north of First Avenue and Oracle Road for 920 feet); leaving bottlenecks both north and south of the Oracle Road portion of the improvement. Traffic flow on First Avenue is only improved in the general area providing access to the parcels lying north and south of First Avenue within the District. All aspects of the improvement provide improved traffic flow and access to the assessed parcels. The concept of local improvements supporting special assessments has always included an aspect of general public benefit. When a new road is opened and improved and the adjoining property or area is assessed for the costs, the public at large will still have the use of the new road. Incidental benefits do not prohibit the levying of a special assessment against the property specifically benefited by the improvement. The Washington Supreme Court has addressed this issue. In Bellevue Associates v. City of Bellevue, 741 P.2d 993, 108 Wash. 2d 671 (1987) the Court States: Special assessments to pay for local improvements benefiting specific lands are of ancient lineage [citing cases]. Special assessments have a common element; they support the construction of local improvements that are appurtenant to specific property and bring a benefit to that property substantially more intense than is conferred on other property.... 741 P.2d at 996 Arizona also follows this approach in Estate of Crain v. City of Williams, 192 Ariz. 342, 965 P.2d 76 (1998),the Arizona Court of Appeals stated: FHR:rwr 610807.4 1/10/2006 -4- We agree with the trial court that the city council's determination of assessments will not be invalidated simply because the general public may receive incidental benefits from the improvement. The record reasonably supports the council's conclusion that appellants' shares of the assessment are proportionalfto the benefits each receives from the project. The effect of reducing one or some assessments. When the contract was awarded, assessments were levied which is shown by the attached tabulation. The Town collected $1,488,301.15 in cash and $3,797,098.85 "went to Bond". That means that $3,797,098.85 plus interest, issuance costs and "borrowed interest through January 1, 2006" must be paid to the bondholders. The Town has borrowed $3,945,000 and has used that amount plus the cash collections to pay the construction costs, costs of issuance and interest through January 1, 2006. Thus, if one or some of the assessments are lowered, then some or all of the remaining assessments must be increased as the final assessment, plus cash collections, must equal "the total sum" of the project costs. Alternatively, the Town may not wish to increase non-objecting property owners' share if individual property owners' assessments are lowered after their objections are heard. In that case the Town may choose to cover any reduction of any one or more reduced assessments with its own money. FHR:rwr 610807.4 1/10/2006 -5- . twozwe*.usnoa Wild 03.3,00.1 A_777V A WO 40 N/A01. _ , tam 13WISIG JO SW?? ',EL .119114X3 C0,1 in•' 0310530 3WD _ lria IC".335rNa .31.41353"CaSAM .0" .1341190 IN3113A0liall OVOki 3731/80 e33.16.3 imen.nisesaff Me JO3wIlit4130 SAVOR znend AVIVA ONO JO M101 / '14 , j '''---.--•L'''.."--' L ._ ,....,.j I 1 1 I--I---- Time tnkvll legq I laffil 0 I ..... t-.1.1m,..„...; z LT,I t,,,- , - , f i i ) i icis - iu ititgeft ccd! x \ i 1 * 1 i H , atililit La Oz i i. ..g ----_.... I f " -1`-,'--,,- se 1;tql11 Z W' ..... 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KS Real Estate Investors,LLC Attn: Transmark Company 1 $90,729.21 Adam Karon.President Post Office Box 66018 Tucson,AZ 85728-6018 2. KS Real Estate Investors,LLC Attn: Transmark Company 2 Zero($0.00) Adam Karon,President Post Office Box 66018 Tucson,AZ 85728-6018 3. Giant Industries Arizona Inc. 23733 N. Scottsdale Road 3 $54,957.04 Scottsdale, AZ 85255 4. Barclay Group No. 10LP Attn: Trey Eakin 4 $51,665.70 15974 N. 7711 Street, Suite 100 Scottsdale,AZ 85260 5. Barclay Group No. 10LP Attn: Trey Eakin 5 $126.573.16 15 974 N. 77th Street, Suite 100 Scottsdale, AZ 85260 6. Brakemax#3 LLC 6560 N.Thornydale Road 6 $28.440.87 Tucson,AZ 85741 7. Thomas&Eleanor Mear Attn: Lynn M. Hopper 7 $28,440.87 850 Avenida Salvador San Clemente,CA 92672 8. Barclay Group No. 10LP Attn: Trey Eakin 8 $43,998.08 15974 N.77th Street, Suite 100 Scottsdale,AZ 21,526 9. Dayton Hudson Corp. Attn:Property Tax Dept/TPN 0950 9 $415,145.98 Post Office Box 9456 Minneapolis,MN 55440-9456 10. Barclay Group No. 10 LP &Dayton Hudson Corp. 10 $363,397.37 15974 N.77th Street, Suite 100 Scottsdale,AZ 85260 11. Wells Fargo Bank Attn: Rhonda reusei 11 $52,667.72 10585 North Oracle Road Tucson AZ g5737 12. Pizza Hut of Arizona Inc. 10605 N.Oracle Road 12 $32,093.26 Tucson,AZ 85737 13. MCL Enterprises,Inc. (Burger King) Attn:Mitchell C.Laird.President 13 $51.661.24 1300 E.Missouri. Ste C-101 I I Phoenix,AZ 85014 j I I 1 Owner Asssmend# 1 mount Objection bva.ilpd Assessed (Sho v 14. Canada Del Oro Partners 401 S.Boston. Suite 2400 14 Paid In Cash Tulsa,OK 74103 15. Kroger Co. Attn:Fry Store#18/Burke&Nickel 15 Paid In Cash 3336 E. 32nd Street. Suite 217 Tulsa,OK 74135 16. Bank of America Attu:KPMGLLP 16 Paid In Cash 750 B Street,Suite 1500 San Diego,CA 92101 17. Albertson's, Inc Post Office Box 20 17 Paid In Cash Boise,ID 83276 18. Barclay Group No. 11 LP Attn: Trey Eakin 18 $46,313.49 15 974 N.7711 Street, Suite 100 Scottsdale,AZ 85260 19. Barclay Group No. 10LP Attn: Trey Eakin 19 Zero($0.00) 15974 N.77th Street. Suite 100 Scottsdale,AZ 85260 20. Home Depot USA Inc. Property Tax Department#0481 20 $330,170.95 Post Office Box 105842 Atlanta,GA 30348-5842 1 21. Big"0" Center LP MT Oracle, General Partner 21 $46,839.10 Attn:Michael D. Jewett,Managing Gem Ptnr 4118 Serenade Road Castle Rock,CO 80104 22. University Medical Center corporation Attn: Cindy Kirlin A/P Department 22 Paid In Cash 655 E.River Road Tucson,AZ 85704 23. LaReserve Community Association 7493 North Oracle Road, Suite 135 23 Zero($0.00) Tucson,AZ 85704-6328 24. LaReserve Community Association 7493 North Oracle Road, Suite 135 24 Zero($0.00) Tucson,AZ 85704-6328 25. DRRC LLC(Leisure Care) Attn: Leisure Care Inc. 25 $157,344.80 325- 118th Ave SE#300 Bellevue,WA 98005 26. Canada Del Oro Partners 401 S.Boston, Suite 2400 26 $1,764,051.14 Tulsa.OK 74103 27. Canada Del Oro Partners 401 S.Boston, Suite 2400 27 $260,510.02 Tulsa,OK 74103 28. Lincoln National Life Insurance Company Attn: Indigo Real Estate Services 28 Paid In Cash 7 525 SE 24t1 Street#408 I I E Mercer Island.WA 98040 1 PT-TP'4'tAtT 41-1r.FiZ 1 111ft,ftnr. A � _...,.«�.fl �iierri,'anna I ��1�liPef'i�l®i Owner Assessmen.�# je env Assessed (S p 3±b 29. Lincoln National Life Insurance Company Attn: Indigo Real Estate Services 29 Paid In Cash t 7525 SE 24th Street#408 Mercer Island,WA 98040 30. Conquistador Properties,LLC 5550 N. 15th Street 30 Paid In Cash Phoenix,AZ 85014 JUL 3 ' I9:!7 TlRESOLUTION NO. (R) OJ65 L RESOLUTION OF THE COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA, ACCEPTING PRELIMINARY PLANS AND AN ENGINEER'S ESTIMATE OF COSTS AND EXPENSES OF A PUBLIC IMPROVEMENT AND DECLARING ITS INTENTION TO IMPROVE AND ADOPTING PRELIMINARY PLANS AND ENGINEER'S ESTIMATE FOR THE IMPROVEMENT OF CERTAIN STREETS AND RIGHTS-OF-WAY WITHIN THE CORPORATE LIMITS OF THE TOWN OF ORO VALLEY BY THE CONSTRUCTION OF CERTAIN IMPROVEMENTS AS SHOWN ON THE PRELIMINARY PLANS; DESIGNATING SUCH IMPROVEMENT AS "TOWN OF ORO VALLEY, ARIZONA, ORACLE ROAD IMPROVEMENT DISTRICT"; DETERMINING THAT IMPROVEMENT BONDS WILL BE ISSUED TO REPRESENT THE COSTS AND EXPENSES THEREOF AND DECLARING THE WORK OR IMPROVEMENT TO BE OF MORE THAN LOCAL OR ORDINARY PUBLIC BENEFIT AND THAT THE COSTS OF SAID WORK OR IMPROVEMENT WILL BE ASSESSED UPON A CERTAIN DISTRICT; PROVIDING THAT THE PROPOSED WORK OR IMPROVEMENT WILL BE PERFORMED UNDER THE PROVISIONS OF TITLE 48, CHAPTER 4, ARTICLE 2, ARIZONA REVISED STATUTES,AND ALL AMENDMENTS THERETO. BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA,that: Section 1. Definitions. In this resolution, the following terms shall have the following meanings: "Assessment Diagrams" shall mean those duplicate diagrams of the property contained within the Assessment District as will hereafter be filed with the Clerk and approved by the Governing Body. "Assessment District" shall mean the lots, pieces or parcels of land lying within the boundaries described in Exhibit A attached hereto. For a more particular description, reference is hereby made to the Assessment District Map. "Assessment District Map" shall mean the map delineating the Assessment District in the form attached hereto as Exhibit B. "Bond Counsel" shall mean Gust Rosenfeld P.L.C. "Clerk" shall mean the Clerk of the Town. "District" shall mean the Town of Oro Valley, Arizona, Oracle Road Improvement District. "District Engineer" shall mean R S Engineering,Inc., or any successors thereto. "Estimate" shall mean the estimate of costs and expenses of the Work filed with the p Clerk prior to the adoption of this Resolution of Intention, showing the estimated cost of giro•..... ,j Q Q A Q A /11/n1/Ill the estimated costs of incidental expenses other construction of the Work to be $5,444,065.14, . • be 1 289 495.43 and the estimated amount of capitalized interest to be than capitalized interest to $ , $486,439.43 439.43 for a total estimated cost of$7,220,000.00 "Governing Body" shall mean the Mayor and Council of the Town. G g dY "Incidental Expenses" shall mean the costs, expenses and fees of the Town, the • the costs and expenses related to the engineering, printing, District Engineer and Bond Counsel; of the assessment; the costs and expenses of all appraisals, title advertising, posting and making reports and environmental reports; the legal and financial fees; the expenses and costs incurred in drafting the proceedings and in the offer and sale of bonds; and all interest to be paid on the bonds for the period of construction and up to six months beyond. "Plans and Specifications" shall mean those construction plans and specifications as may hereafterbe prepared for the construction of the Work. Plans" shall mean the preliminary plans showing the location and the "Preliminary sed Work filed with the Clerk prior to the adoption of this resolution type and character of the proposed p and after the final Plans and Specifications for the District are completed, then such final Plans and Specifications. "Superintendent ofStreets" shall mean William A. Jansen, the Town Engineer, and any successor holding such office. "Town" shall mean the Town of Oro Valley, Arizona. mean the proposed improvements set forth on Exhibit C hereto, together Work' shall p p p . withand adjuncts necessary, all as shown on the Plans and Specifications. all appurtenances � Section 2. Declaration of Intention to Order the Improvement. The public interest and convenience require and it is the intention of the Governing Body to order the Work to be to A.R.S. Title 48, Chapter 4, Article 2. All items of the Work performed as stated herein pursuant with the prescribed bythe Plans and Specifications which shall be consistent shall be performed as Preliminary Plans and no assessment for any lot shall exceed its proportion of the Estimate. For of all resolutions, ordinances and notices pertaining hereto, the purposes of this resolution and rovement of the streets as herein ein described is hereby designated Town of Oro Valley, Arizona, Oracle Road Improvement District. Section 3. Determination of Need. In the opinion of the Governing Body, the Work is of more than local or ordinary public ublic benefit, and the Governing Body hereby orders that all • with respect to financing the costs and expenses of the work,together amounts due or to become due sp with all Incidental Expenses, shallchargeableupon be u on the respective lots, pieces and parcels of land within the Assessment District. Exclusion of Certain Property. Any public street or alley within the Section 4. the District is herebyomitted from the Assessment District. Any lot, boundaries of the Assessment istrict or an legal owner of which on this date is the United States, the state, a county, school d y giro•...., AQQiAQ A 111m1 Tn1 • • ' institution of the state or county (other than the Town), which is included political subdivision or within the Assessment Districtexcept as shall be omitted from the assessment hereafter made otherwise agreed between the Town and the owner. • Determination and Notice of Necessity to Issue Bonds. The Section 5. public convenience requires that improvement bonds shall be issued to Governing Body finds that the q finance the costs and expenses oft the Work and the Incidental Expenses and that such costs and Expenses shall be assessed upon the Assessment District. The Governing expenses and Incidental payable, improvement bonds shall be issuedin the name of the Town Body hereby determines that and a special fund collectible from special assessments levied however, solely and only out of p assessed upon the lots, pieces and parcelsin of land within the Assessment District iri not to exceed annual prififteen(15) ncipal installminstallments from the assessments of$25.00 or over remaining unpaid as of the end of the cash collection period. bonds shall mature on the first day of January in the years and in The improvement in prior to their issuance. Principal installments of the amounts to be set by the Governing Body ii y da of December immediately preceding the maturity date of any assessment shall be due on the first installments of interest shall be due on the first day of June and December. improvement bonds and The improvement bonds shall bear interest at the rate of not to exceed 10% per annum,payable on the first day of January and July of each year. Section 6. Establishment of Grade. The grades and elevations for the streets are . • correspond with the grades and elevations shown on the Plans and hereby officially changed to Corr po Specifications. Section 7. Statutory Authority. The Work and all proceedings pertaining thereto shall be performed under the provisions of Title 48, Chapter 4, Article 2, Arizona Revised Statutes, and all amendments thereto. Section 8. TownParticipation.Pa rtici ation. The Town may but is not obligated to contribute funds if necessary to pay for the costs and expenses of the Work or lawfully assess the costs thereof. Section 9. Protests, Objections to Extent of Assessment District. The Assessment District may file written protests against the owners of property within the objections to the extent of the Assessment District. Said protests or construction of the Work or � Oro of the Town of Oro Valley, at 11000 N. LaCanada Drive, objections shall be filed with Clerk - or objections must be received within fifteen(15) days after Valley, Arizona 85737. Said protestsof tion or within fifteen (15) days after the completion of posting the last publication of this resolution,p the Notices of the Proposed Improvement whichever date is later. Section 10. Right to Reduce Scope of Work. If, because of pending or one or moreparcels subject to assessment, the Town and the threatened litigation concerning any construction of the Work receive a written opinion of Bond Counselstating winning bidder for the Town is unable to improvementcannot be issued against such parcel or parcels or the that bonds the Town maythen or easement necessary for the construction obtain any right-of--way of the Work, 'on contract to be cancelled or modified to exclude from thea applicable contract cause the constructs curv•....� Aoo4AQ A n'7IA1/fl will benefit theparcel or parcels in question, or on which was located some or all of the Work which in . not obtained. The film the right-of-way which was g of a certificate and request that no bonds be issued against any parcel pursuant to § 48-597, Arizona Revised Statutes, may be deemed to be threatened litigation. p� Section 11. Approval of Estimate; Delegation of Authority. The Engineer's • the District Engineer are hereby adopted and approved as the Estimate of costs submitted by g official estimate for the Work. Notice, Proceedings and Work. The Work shall be done and all Section 12. . taken, the Superintendent of Streets shall cause to be posted notices proceedings therefor shall bep n the lines of theproposed improvements, which notices shall at not more than 300 feet apartalo g • . • Improvement", such heading to be in letters at least 1" in height; the be titled "Notice of Proposed • of this Resolution of Intention, and shall cause the same to be Clerk shall certify to the passage publications in The Daily Territorial. This Resolution shall be filed published for five consecutive part the Clerk anda made of the records of the Governing Body. PASSED, ADOPTED AND APPROVED by the Mayor and Council of the Town of Oro Valley, Arizona, on July 16, 2003. ATTEST: Mayor Wi 1 (es et444412,a,;' Town Clerk Approved as to form: Bond Co Attachments: Exhibit A—Description of District A Exhibit B—Map of District Exhibit C—Description of Proposed Improvements Exhibit D—Engineer's Estimate of Costs c\1ro• A QQL,o A n-7/n1 CER TIFICA TION appointed and I, Kathryn Cuvelier, the duly acting Clerk of the Town of Oro Valley, foregoingResolution N��)Q 3-6vas duly passed by the ' do herebycertify that the above and Arizona, Arizona, at a regular meeting held on July 16, 2003, and Council of the Town of Oro Valley, Ar a, g . Mayor nay'sand that the Mayor and 3 Council Members were vote was 4 aye's and o y and the present thereat. DATED: July 16, 2003. OtAG Kat Cuvelier,Town Clerk ell TD AQQLAQ inrn2 EXHIBIT A LEGAL DESCRIPTION OF DISTRICT LEGAL DESCRIPTION ORACLE ROAD IMPROVEMENT DISTRICT TOWN OF ORO VALLEY DEPARTMENT OF PUBLIC WORKS NOTE: This description compilation i tion is a of various descriptions and not completely based on a field survey and boundary determination. and Section 13 Township 12 South, Range 13 East,and Section 7,Township 12 South, Those portions of Section 12 Ran e 14 East,Gila and Salt River Meridian,Pima County,Arizona, described as follows: g Beginning at a brass cap surveymonument at the Southeast corner of said Section 12 from which the south V4 corner, marked by a#4 rebar with brass tag1s12122, lies South 89° 18' 54" West,2748.48 feet distant(Book 8 Page 57 of Road Maps of Pima County shows South 89° 51' 25" 2748.32 feet ;West, ) THENCE North 00° 50' 39" West,a distance of 33.62,along the East line of said Section 12 to the southeast corner of Lot 4 of Cancha Del Golf Lots 1 Thru 5 recorded in Pima County at Book 40 Page 39 of Maps and Plats; , THENCE along the line of said Lot 4 South 89° 09' 21"West,a distance of 275.00 feet; THENCE along the line of said Lot 4 South 19° 51' 10"West, a distance of 267.11 feet(267.06 feet record); THENCE along the line of said Lot 4 South 89° 18' 54"West,a distance of 131.08 feet; THENCE along the line of said Lot 4 North 00° 41' 06" West, a distance of 80.00 feet to the south line of Lot 5 of said Cancha Del Golf,Lots 1 Thru 5; THENCE along the line of said Lot 5 South 89° 18' 54"West, a distance of 400.88 feet to a point on the northeasterly line of a drainage easement recorded in Pima County in Docket 7309 Page e 656; THENCE along the said northeasterly line of a drainage easement North 23° 45' 31" West,a distance of 224.80 feet to a point of curvature of a 1055.45 foot radius curve concave southwesterly; y line of a drainage easement,through a central angle of said curve and northeasterly THENCE westerly along the arc of 00° 11' 52",a distance of 3.64 feet to the west line of said Lot 5; THENCE along the line of said Lot 5 North 00°41' 06" West,a distance of 372.07 feet to the southerly Right of Way of Lambert Lane as established in Book 8,Page 57 of Road Maps of Pima County; THENCE along the said southerly RightWay of of Lambert Lane South 89° 18' 54" West,a distance of 61.13 feet; THENCE North 00°41' 06" West,a distance of 150.00 feet to the northerly Right of Way of said Lambert Lane and the beginning of a 1834.86 foot radius curve concave northeasterly whose radius point bears North 00°41' 06"West, THENCE Westerly along the arc of said curve and northerly Right of Way,through a central angle of 25° 25' 12",a point of 814.06 feet to a on a line as described in Docket 7897,Page 1489,recorded in Pima County; 71° 29' 29" line,a distance of 786.97 feet to a point of curvature of a 5799.58 foot THENCE North East along said curve concave northwesterly; central an le of 08° 07' 41",a distance of 822.75 feet to the THENCE easterly along the arc of said curve,through a g South line of Lot 3 of said Section 12; 06" of 323.39 feet(322.57 feet record,Docket 7897,Page 1489)along the THENCE North 89° 24' East,a distance South line of said Lot 3 to a point on the East line of said Section 12; 50' of 163.90,alongthe East line of said Section 12,to the beginning of a THENCE North 00° 39" West,a distance curve concave northwesterly whoseradius non-tangent point bears North 30°08' 46" West 5799.58 feet distant,also being the northwest corner of Block 2 of Oro Valley Retail Center Blocks 1 Through 8 recorded in Pima County at Book 51 Page 76 of Maps and Plats; Block line and arc of said curve,through a central angle of 00° 34' 20", a THENCE easterly along the northwesterly ecorded in Pima County; distance of 57.91 feet to an arc described in Docket 7571,Page 800 as r westerl Block line and arc of said curve,through a central angle of 07° THENCE continuing easterly along the north y 47' 42",a distance of 789.02 feet; 37" 784.92 feet to a brass cap survey monument marking the corner of the THENCE North 51° 29' East,a distance of a ewa as described in said Docket 7571, of Wayof First Avenue and the southerly line of the drain g y northerly Right Page 800,and from which a brass cap survey monument marking the corner of the northerly Right of Way of First 38°31' 03" West 800.15 feet distant; Avenue and the northerly line of said drainageway lies 28' 27" of 786.52 feet to the beginning of a non-tangent curve concave southerly THENCE North 51° East, distance ant described in Docket 10878,Page 3168 recorded radius point bears South 22° 30' 31"East 1251.68 feet distant,whose in Pima County; central angle of 32° 13' 24",a distance of 703.95 feet to the THENCE easterly along the arc of said curve,through a g North- South mid-section line of said Section 7,being also the beginning of a non-tangent curve concave southerly West 1352.39 feet distant, radius point bears South 10° 10' 22" nt,being also the southerly right of way ofpima Count ; Foothills Channel, described in Docket 7102,Page 887 recorded in Y THENCE easterly along the arc of said curve and said southerly right of way,through a central angle of 08° 26' 46",a distance of 199.36 feet to a point of tangency; 71°22' 52" of 108.17 feet(107.76 feet record)to a point on the Northwesterly right- of-way THENCE South East,a distance of-way of Oracle Road; 74° 35' �� distance of 238.17 feet to a point on the southeasterly right-of-way of Oracle THENCE South 11 East,a Road being the southwesterly corner of a drainageway raina dedicated in Foothills Business Park Lots 1 Thru 17,Book 37, northerly corner described in Docket 10817,Page Maps y Page 8 of and Plats recorded in Pima County, being also then 2018,recorded in Pima County; 71° 65.39 feet alongthe southerly line of said drainageway and following THENCE South 26' 42"East,a distance of the lines and ar cs of said Docket 10817, Page 2018,to the beginning of a non-tangent curve concave southwesterly whose radius point oint bears South 18° 33' 18"West 546.00 feet distant; and southerly THENCE southeasterly along the arc of said curve line of said drainageway,through a central angle of ° distance of 297.20 feet to a point of reverse curvature of a 1022.57 foot radius curve; 31 11' 16 ,a THENCE southeasterly along the arc of said curve concave northeasterly and said southerly line of said drainageway, through a central angle of 32° 19' 54", a distance of 577.03; cure.- - AQQAQ A /1'7/ill ml 17°24' 39" of 9.42 feet, leaving said curve and southerly drainageway to the THENCE South West,a distance bears South 17°42' 03" West 380.00 feet beginning of a non-tangent curve concave southerly whose radius point distant; through a central angle of 50°45' 14",a distance of 336.61 feet to a THENCE westerly along the arc of said curveg point of tangency; THENCE South 56° 56' 49" West,a distance of 151.54 feet to a point of curvature; foot radius curve concave northerly,through a central angle of 40° 06' THENCE westerly along the arc of a 320.00 in said Docket 10817,Page 2018; 08",a distance of 223.97 feet to that point of compound curvature described 57' feet leaving THENCE North 82° 03" West,a distance of 134.11 the curve of said Docket 10817,Page 2018 and intersecting ectin a curve described in Docket 10535,Page 766; curve,concave westerly,whose radius point bears South 89° 33' 07" West THENCE southerly along the arc of said cu � ° distance of 251.11 feet to a point of tangency; 300.06 feet distant,through a central angle of 47 56 53 , a distan THENCE South 47° 30' 00"West, a distance of 339.79 feet to a point of curvature; THENCE southerly along the arc of a 380.00 foot radius curve, concave easterly,through a central angle of 48°22' 29",a distance of 320.83 feet; 89° 49' 40" of 9.94 feet(10.00 feet record)to the North- South mid-section line of THENCE South West,a distance said Section 7; THENCE South 00° 52' 39"East,a distance of 1605.71 feet to the South Quarter corner of said Section 7; 89° 41' 17" distance of 2643.68 feet to the Southwest corner of said Section 7,being a#4 THENCE South West,a rebar; THENCE North 00° 35' 03" West,a distance of 158.54 feet to the point of beginning. U c Ai ro..,..,. A Q Q L A Q A n.1/111/111 EXHIBIT B MAP OF DISTRICT 4 AQQ4AQ A(11/Ill m'2 EXHIBIT C DESCRIPTION OF PROPOSED IMPROVEMENTS • improvements on Oracle Road from 1100 feet south of Pusch Installation and construction of street p 1160 feet west of Oracle Road View north of First Avenue, Pusch View Lane from Lane to 2080 feet Avenue from 920 feet west of Oracle of Oracle Road for 230 feet, and First • to Oracle Road and east sidewalks, landscaping and public art, box Road, consisting of pavement, curb, gutter, Road to Oracle R � together with all other appurtenances ' relocation, traffic signals, signage, striping, g culverts, utility n, engineering, legal, testing and construction management fees and all design, thereto and including g permit costs related thereto. c Uru-..r d Q Q Ad R d ill/fl /III EXHIBIT D ENGINEER'S COST ESTIMATE (itemized) DATE: : 7///,0 i TO: Town Clerk,Town of Oro Valley,Arizona RE: TOWN OF ORO VALLEY,ARIZONA,ORACLE ROAD IMPROVEMENT DISTRICT relimin plans and specifications for the proposed Town of Oro We have previously submitted to you P �' the rovisions of Title 48,Chapter 4, Article Valley,Arizona, Oracle Road Improvement District. In compliance with p 2, Arizona Revised Statutes, and all amendments and supplements thereto,we hereby estimate the costs and expenses of said improvement to be as follows: •_ Approximate Amount Total item Quantity Unit Per Unit Amount No. Descri�tion $0.75 $9,937.50 f G EXISTING PAVEMENT 1 SAWClTTTIN 13250 LF 28850 SY $3.75 $108,187.50 1 VIES REMOVAL OF AC PAVEMENT Oa 1 LS $21,250.00 $21,250.00 REMOVAL OF TREES& VEGETATION AND OBSTRUCTIONS 1 LS $24,000.00 $24,000.00 ; 1.4310 REMOVAL OF STRUCTURES 6030 LF $4.38 $26,381.25 ; REMOVAL OF CONCRETE CURB 5150 CY $3.75 $19,312.50 ; 6 ROADWAY EXCAVATION 29150 CY $8.75 $255,062.50 um BORROW 14100 CY $26.25 $370,125.00 8 AGGREGATE BASE(10") 19585 TON $37.50 $734,437.50 9 ASPHALTIC CONCRETE(6") ]7 EA $312.50 $5,312.50 10 ADJUST WATER METER ]7 EA $437.50 $7,437.50 ADJUST WATER VALVE BOX 21 EA $ 87.57.50 $]4,437.50 ADJUST MANHOLE TO GRADE LE 19 EA $625.00 $11, 37.00 ]4 MERE RESET FRAME AND COVER FOR SEWER MANHO 10 EA $3,500.00 $35,875.00 RELOCATE OR SUPPLY FIRE HYDRANT,COMPLETE 13 EA $3,750.00 $48,750.00 CONCRETE CATCH ATCH BASIN 4600 LF $87.50 $402,500.00 .; 16 REINFORCED CONCRETE PIPE 11 EA $625.00 $6,875.00 gm CONCRETE END SECTION 1 EA $43,750.00 $43,750.00 18 BOX CULVERT(] -10' X 4') 1 EA $375,000.00 $375,000.00 ]9 BOX CULVERT(6-10' X 6') 1 EA $6,250.00 $6,250.00 20 HEADWALL WITH WING WALLS 120 LF $68.75 $8,250.00 ' CORRUGATED METAL PIPE 4 EA $750.00 $3,000.00 CORRUGATED METAL PIPE END SECTION 1 EA $12,500.00 $12,500.00 MODIFY JUNCTION STRUCTURE 4250 LF $15.00 $63,750.00 24 CONCRETE CURB AND GUTTER 6710 LF $11.25 $75,487.50 asji CONCRETE CURB 20 EA $62.50 $1,250.00 26 CONCRETE CURB END 27370 SF $3.75 $102,637.50 ma CONCRETE SIDEWALK 37 EA $156.25 $5,781.25 ' 28 RELOCATE SIGNS PA 29 THERMOPLASITC)(0.060") VEMENT MARKING(WHITE-HOT-SPRAYED 38860 LF $0.69 $26,716.25 - AyED MARKING(YELLOW-HOT-SPRAYED PAVEMENT15780 LF $0.75 $11,835.00 30 THERMOPLASTIC)(0.060 ) AyED PAVEMENT MARKING(WHITE-HOT-SPR „ 13120 LF $l.00 $13,120.00 III THERMOPLASTIC)(0.090 ) PAVEMENT SYMBOL(HOT-SPRAYED 68 EA $156.25 $10,625.00 IIII THERMOPLASTIC) 11111PAVEMENT LEGEND(HOT-SPRAYED 22 EA $156.25 $3,437.50 1 THERMOPLASTIC)(ONLY) ' 34 RESET SURVEY MONUMENT 10 EA $375.00 53,750.00Ego 1 LS $383,750.00 $383,750.00 LANDSCAPING(PLANTING AND IRRIGATION) SWR:par 488648.3 06/27/03 1 36 HARDSCAPING (BENCHES,BIKE RACKS,ETC) 1 LS $31,250.00 $31,250.00 1 EA $225,000.00 $225,000.00 1, 37 NEW TRAFFIC SIGNAL SIGNAL 3 EA $187,500.00 $562,500.00 38 MODIFY EXISTING TRAFFIC 1 LS $174,000.00 $174,000.00 39 MAINTENANCE AND PROTECTION OF TRAFFIC FURNISH& IN STALL TEMPORARY TRAFFICFA $1.25 $174,000.00 CONTROL DE 40 VICES (FORCE ACCOUNT) $139,200.00$36,000.00 FA $1.25 $45,000.00 41 FLAGGING SERVICES(FORCE ACCOUNT) TEMPORARY CONCRETE BARRIERS(NEW $20,500.00 FA $1.25 $25,625.00 42 INSTALLATION) 1 LS $18,750.00 $18,750.00 43 NPDES(ORIGINAL) 1 LS $18,750.00 $18,750.00 44 NPDES(MODIFICATIONS) 1 LS $375,000.00 $375,000.00 45 UTILITY RELOCATION/MODIFICATION 1 LS $87,500.00 $87,500.00 46 RIGHT-OF-WAY 1 LS $60,904.59 $60,904.59 47 PUBLIC ART 1 LS $60,904.59 X60,904.59 ', 48 DESIGN SURVEY AND AERIAL PHOTOGRAPHY 1 LS $333,109.71 $333,109.71 , 49 MOBILIZATION -- $5,444,065.14 Total all estimated costs of construction Incidentals Preliminary and Design Engineering Title Reports &R/W Maps and Descriptions $576,536.06 rin Design and Planning(environmental clearance,etc.) 476 186.11 Engineering , Construction Management 53,277.26 f Construction Testing 7,500.00 Printing and Publishing 20,000.00 Rating Agency Fees 65,000.00 Bond Counsel 35,000.00 Financial Advisor 20,000.00 Official Statement 18,000.00 Town Administration 5,000.00 Bond Registrar and Paying Agent Bond Insurance TOTAL INCIDENTALS $1,289,495.43 Total amount to be assessed before capitalized interest $6,733,560.57 Capitalized Interest-6.75%for twelve months $7,220,000.00 GRAND TOTAL Respectfully submitt-d, o p By Engineer ACCEPTED: 1 A Superintendent of Street SWR:par 488648.3 06/27/03 2 RESOLUTION NO. 03- 78 RESOLUTION ORDERING THE IMPROVEMENT DONE AS DESCRIBED IN RESOLUTION OF INTENTION NO. 03-65; AND DECLARING AN EMERGENCY. WHEREAS, July on 11, 2003, the Mayor and Council of the Town of Oro adopted Resolution No. 03-65 (the "Resolution of Intention"), which Valley, Arizona, passed and p � intention to make the established the following: declared the Councils Resolution of Intention g . the PreliminaryPlans and Specifications on file with the Clerk (the improvements described in " , - and expenses of such Work to be known as "Town of Oro Valley, Arizona, "Work"); the costs p Oracle Road Improvement (theimprovement"District"); determined that bonds shall be Issued to represent the costs and expenses thereof; declared the Work to be of more than local or that the costs and ordinary public benefit, andexpenses thereof shall be assessed upon the parcels District; provided that theproposed Work shall be performed under the and lots within the Distri ,Chapter 4, Article 2, Arizona Revised Statutes, and all amendments provisions of Title 48, p . the District to be assessed and the improvement bonds to be issued were thereto; such Work, ch more fully described in i the Resolution of Intention to which reference s hereby made for su description; and a copyof said Resolution of Intention has been published five times WHEREAS, . ail newspaper of general circulation in the Town of Oro Valley; and in the The Territorial, a daily the Superintendent of Streets of the Town of Oro Valley caused the WHEREAS, p District Engineer to post along improvement line of said proposed work or on the streets, alleys and rights-of-way improved to be im roved at not more than three hundred (300) feet apart, notices "Notice of Proposed of said Resolution of Intention, said notices being headedp of the passage Improvement such heading inch letters at least one (1) in height; said notices stated the fact of the passage of said Resolution of Intention and briefly described the proposed improvement; and more than fifteen (15) days have elapsed since the date of the last ��HEREAS, publication of said Resolution of Intention, and since the completion of the posting of said notices of the proposed improvement; and protests against theproposed Work and objections to the extent of WHEREAS, g . the District described in the Resolution of Intention were filed with the Clerk during the time prescribed by law; and WHEREAS, this Council set the date for hearing said protests and objections to the extent of the District for September 15, 2003; and WHEREAS, the Clerk caused notice of said hearing to be mailed to each as the case maybe, at least ten (10) days prior to the hearing; and protestant and each objector -1- SWR:par 498698.2 09/04/03 WHEREAS, the Clerk caused notice of said hearing to be published twice in The Territorial; and WHEREAS, this Mayor and Council have heard the arguments presented with respect to each protest and objection; and that thosepersonsprotesting said improvement constitute WHEREAS, it is found . o of the frontage of property contained within the limits of the assessment the owners of 49.18/o p p Y district will be subject to assessment; and WHEREAS, the owners so protesting do not constitute the owners of a majority of the frontage of property fronting on streetsor parts arts of streets contained within the limits of the assessment district described in the Resolution of Intention; and WHEREAS, such protests are therefore insufficient to bar the Work; and each and every the Council has heard objection to the extent of the Assessment District; and WHEREAS, said Council finds and determines that objections to the said District are without merit and are hereby denied; and theprotests to be insufficient and having denied all WHEREAS, having found . • � District, the Council hereby finds and determines that it has the objections to the extent of the Dlstn , J jurisdiction to order the Work as described In the Resolution of Intention, and WHEREAS, the Council havingthereby acquired jurisdiction to order the Work q and to acquire the property necessary therefor; NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA, as follows: Section 1. Ordering the Completion of the Final Plans and Ordering p has caused thepreparation of preliminary Plans and jpYii2nt.m The Superintendent of Streetsthe ' of Streets is hereby ordered to cause the completion of Specifications. The Superintendent - � Superintendent p completion of the Plans and Specifications, the S p Plans and Specifications. Upon co p of Streets shall cause to be prepared and shall execute a notice of the passage of this resolution . construction of the Work in substantially the form and notice inviting sealed proposals for the . Superintendent of Streets is authorized and directed to attached hereto as Exhibit A. The proposals to be received and to set forth such date in the establish the date and time for such p p all be posted and published as provided by law. notice. Such notice sh vested in Title 48, Chapter 4, Article 2, Arizona By virtue of the authority w of Oro amendments thereto, the Mayor and Council of the Town Revised Statutes, and all inResolution of hereby orders the Work done as described the Valley, Arizona (the "Town"), h Y inaccordance with the ' Town's Oracle Road Improvement District, and Intention relative to the Final Plans and Specifications. -2- S W R:par 498698.2 09/04/03 • Clause. Whereas, it is necessary for the preservation of Section 2. Emergency, health and safety of thean emergency the peace, Town, is declared to exist, and this resolution p shall be its immediately upon passage and adoption. PASSED, ADOPTED AND APPROVED by the Mayor and Council of the Town of Oro Valley, Arizona, on September 15, 2003. Mayor ATTEST: /4X(. etu43,41- Clerk APPROVED: Special ounsel CERTIFICATE herebyIY certify that the above and foregoing Resolution No. 03-7 was duly passed by the Oro Valle Mayor and Council of the Town of , Arizona, at a regular meeting held on Y Y September 15, 2003, and that a quorum was present thereat. +Cr. aexA jeiz\ Clerk Notice InvitingProposals for Construction of the Work Attachment - Exhibit "A" — p -)- SWR:par 498698.2 09/04/03 NOTICE TO CONTRACTORS ADVERTISEMENT FOR PROPOSALS NOTICE OF THE PASSAGE OF THE RESOLUTION ORDERING THE IMPROVEMENT AND INVITING SEALED PROPOSALS FOR MAKING THE IMPROVEMENT KNOWN AS TOWN OF ORO VALLEY, ARIZONA, ORACLE ROAD IMPROVEMENT DISTRICT This notice isgiven pursuant to the provisions of §§ 48-571 to 49-622, inclusive, Arizona Revised Statutes, and amendments and supplements thereto. On n Se tember 15, 2003, the Mayor and Council of the Town of Oro Valley, Arizona, duly passed and adopted its Resolution No. 03- 78 ordering that the work described in Resolution of Intention No. 03-65 be done, said resolution also directing this notice to be given. THEREFORE, notice is hereby given that the Town of Oro Valley, Arizona, will TH � receive proposals for furnishingof all labor, material, transportation, services and equipment for the improvement of certain streets within the Oracle Road Improvement District (the "Improvement District"); each proposal to be made in accordance with the aforementioned ), Resolution of Intention on file in the office of the Clerk of said Town; plans, specifications and other proposal documents and contract documents are now on file with the Clerk and the Superintendent of Streets, both offices being located at the Town Hall, 11000 N. LaCanada Drive, Oro Valley, Arizona 85737, where they may be examined. A set of such documents may be obtained from Engineering,S En ineerin , Inc., 2445 N. Tucson Boulevard, Tucson, Arizona 85716, telephone: 520.79 1.3933 (the "District Engineer"), upon a deposit of$ . This deposit will not be refunded. Bidders must be eligible to do said work under and in accordance with, and must conform to, the laws of the State of Arizona. The five percent (5%) preference pursuant agree to to Arizona Revised Statutes § 34-241 does not apply to this project. Eachproposal osal shall be sealed in an envelope addressed to the Town Clerk and p bear the following statement on the outside of the envelope: Proposal to Construct Town of Oro Valley, Arizona, Oracle Road Improvement District. Eachro osal shall be made out in the form set forth in the Contract Documents p p said contract documents book must be submitted as part of the proposal and and all pages of shall be accompanied a payable . bybid bond to the Town of Oro Valley, Arizona for not less than ten percent (10%) of the amount of the bid. The above-mentioned bond shall be given as a the bidder will enter into the contract if awarded to him, and will be declared guarantee that forfeited if the successful bidder refuses to enter into said contract after being requested to do so by the Town Clerk. All proposals shall be filed with the Clerk at the Town Hall, 11000 N. LaCanada Drive, Oro Valley, Arizona 85737, on or before , at p.m. on SWR:par 498702.2 09/04/03 opened on such date. All proposals will be tabulated by the 200_. All proposals will be , his findings to the Mayor and Council of the Town. The bids District Engineer who shall report g willmeetingof the Mayor and Council to be held at the Council bepublicly declared at a public Y , , 2003. It is expected that the Mayor Chambers located at the Town Hall on and Council will award the contract to the lowest and best responsible bidder at such Council meeting which shall be held at p.m., on such date. The Mayor and Council reserve the right to reject any or all proposals, or to reject the bids of any persons who have been delinquent or unfaithful to any contract with the Town and to waive any informalities or irregularities in the proposals. have determined that improvement bonds will be issued The Mayor and Council to represent the construction improvement, and all of the incidental costs of such work and and postingand preparation of proceedings; and includingengineering, printing, advertising bonds shall be issued under the provisions of Title 48, Chapter 4, notice is hereby given that such onlyout Statutes, and amendments thereto, by the Town but payable Article 2, Arizona Revised or over annual installments from the assessments of $25.00 of a special fund collected in le out of the first end of the cash collection period. The bonds payable remaining unpaid at the determined bythe shall be payable on the first day of January in yearthe installment collected p Y Said on the first dayofanuay of each year thereafter Mayor and Council anduntil all are January paid.Interest will be payable bonds shall bear interest at a rate of not to exceed % per annum. p Y on the first days of January and July of each year. paid contractor will be with cash payments once each month, such payments to be on the basis of ninety percent (90%) of the value of the work actually performed as • The retainage will be paid after the Mayor and Council has estimated by the District Engineer. g approved the assessment. Approval of the assessment is expected to occur approximately fort - y for the Improvement District has been certified to the days after the Work to be let p five (45) the Superintendent of Streets. The contractor and Council as completed and approved by e p Mayor tai erases. The contractor will not be responsible for will not be required to advance incidental exp making cash collections from property owners. provide charge, the Town will the winning bidder with the opinion of ' the validityof the proceedings to and including the execution Gust Rosenfeld P.L.C. concerning paid the construction contract. The fees of Gust Rosenfeld P.L.C. will be as a part of the incidental expenses. � ) No bidder may withdraw his proposal fora period of calendar days after the date set for the opening thereof. The Town reserves the right to cancel this notice at any time. For information concerning the plans, technical specifications or bid forms, please ' Engineering, Inc., 2445 N. Tucson Boulevard, Tucson, contact the District Engineer, R S Arizona 85716, telephone: 520.791.3933. SWR:par 498702.2 09/04/03 -2- For information concerning the financing procedures and the issuance of bonds contact Mr. Scott W. Ruby, Gust Rosenfeld P.L.C., 201 East Washington Street, Suite 800, Phoenix, Arizona 85004,phone 602.257.7422. DATED: Superintendent of Streets Publish: Two times in the The Territorial Post at or near the door of the Council Chambers for five days. S W R:par 498702.2 09/04/03 -3- 06/30/2003 (11\0128\00\CIvIr\pr oP.,,dpn 1 1 kii _ ri. 1 :71 •. I i r \ ., ,! 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(i'' ____ _ t `1-- 1 lI , p. -0 p–_—_ )1 4 N 7 }`Iy lb J FIRSJ�AVENUE 0°I 1 I II IL. -0 1 r It j IL 1 1r II I 0L /I TT 0 /, I / 1 �' 1 //= 1 1 i ti i / ( �I r 1✓T~ i 1 ri 1 § r rn %', ,\ I 1 1 i / 1- / i `" _-)1 ?- l— o 1 1 I 1 li , \4\ p;" F; 1 1 i 1 ' / - ID /' -y LA RESERVE I ..-F i• ;11zoW 1 I I § 'Ti , , I ._,/./ 1 )0iPiir — 1,_ / ---------------------..--- t N (') In Z .,',:ii;.1.1 r� I� I�� 1;;1 pZ I'1 e5t..d yia it I \ r� ,A„ 11, I II Z A- Rig^$ � 'I I \1.1 �� y f ori' I `m � a .734 5: I , L I 5i; 3 s-, HAl►ILEY BLVD._ --" I �- # 'a&� �' • BILL JANSEN.P.E.TOWN ENGINEER TOWN OF ORO VALLEY PUBLIC WORKS DEPARTMENT -, - DATE -11 IMPROVEMENT DISTRICT NO. REVISION DESCRIPTION DN./SECT.ENGR. DATE ;- pES10NED KIT 6/03 ORACLE ROAD ;;; DRAWN - EXHIBIT 'B', MAP OF DISTRICT _ .. ::.: c►{�O ED .`..' , PROD.ENOR. TOWN OF ORO VALLEY PIMA COUNTY.ARIZONA MINUTES ORO VALLEY TOWN COUNCIL SPECIAL SESSION SEPTEMBER 15, 2003 ORO VALLEY COUNCIL CHAMBERS 11,000 N. LA CANADA DRIVE SPECIAL SESSION AT OR AFTER 4:30 PM CALL TO ORDER 4:30 p.m. ROLL CALL PRESENT: Paul Loomis, Mayor Werner Wolff,Vice Mayor Paula Abbott, Council Member Bart Rochman, Council Member (arrived at 4:50 p.m.) EXCUSED: Dick Johnson, Council Member SESSION AT OR AFTER EXECUTIVE4:30 PM . made byCouncil Member Abbott to go into an Executive Session A MOTION was with attorneys ARS Section 38-431.03(A)(3) for discussion and consultationy pursuant to for the Town pertaining protests the and objections filed in connection with the Oracle Wolff. MOTION Improvement District. MOTION SECONDED by Vice Mayor Road Imp 0 David . In addition to the Town Manager, Town Clerk and Town Attorney, carried 3 — Director,Nick Bokaie, District Engineer. Town Engineer Bill Jansen Andrews, Finance Session. Attorneys Fred Rosenfeld and Scott Ruby attended the Executive and Bond y out of Executive Session at 5:10 p.m. by Council Member A MOTION was made to go SECONDED b Council Member Abbott. MOTION carried 4 _O. Rochman. MOTION y 5:00 p.m. RECONVENE INTO PUBLIC SESSION 'ICONDUCT HEARINGS ONPROVEMENT DISTRICT; 2. ORACLE ROAD Ili OBJECTIONS TO THE EXTENT OF THE ASSESSMENT DISTRICT AND ON THE SUFFICIENCY ENCY OF PROTESTS AGAINST THE IMPROVEMENT DESCRIBED IN RESOLUTION NO. (R)03-65 (THE "IMPROVEMENT") Mayor Loomis announced that this special session is to hear objections and protests concerning the Oracle Road Improvement District. Bond Attorney Fred Rosenfeld gavebackground a back round of Improvement District Law in that we are not here to argue the issue of general vs. special Arizona and pointed out � 'specially' is, "is there property that's not in the district that it specially benefits. The issue tonightp p y in the district" or "is there property in the district that an objector benefits that should beg wishes to argue should be out of the district." The test in either case is "any special benefit." Protests are entirely different"protests go to whether or benefit by virtue of the file a the property frontingon the streets within the improvement district notama�orityofp p y 09/15/03p Minutes, Council Special Session 2 111 protest not want the improvement." Arizona Statutes permit protests and stating they did pproperty owners, if theydo so within the time period for objections to be withdrawn by p p y , August 18, 2003. Two withdrawals were received by filingprotests, which ended on A g p Wells Fargo Bank and Bank of America. reviewed the historyof the formation of the Oracle Road Town Engineer Bill Jansen and explained that the concept was formed in order to accomplish Improvement District p p on Oracle Road that was mandated by Arizona Department improvements ofRanch relative to the improvements of what was known as Rooney Transportation Parcels A &B, which includes Fry's, Target, Home Depot and Albertsons. The Barclay • developer meetingwith town staff and Home Depot to discuss town Group was the p byThe t startingin 1998. He explained that a traffic study commissioned development Barclay Group was prepared Engineer byTraffic En ineer Carl Stiner on the specific areas of First View and Oracle Road for submission to the Town and ADOT. Mr. Avenue, Pusch tter submitted b ADOT to Mr. Stiner dated October 6, 1998 outlining the Jansen read a le y The Barclay b Groupon the cost needed. Because of objections raisedy improvements for these improvements, they requested that the Town consider forming an improvement q district. A meeting was held with ADOT, the Town and The Barclay Group. As a • • the Mayor and Council placed the following condition on The condition of approval, y ment Plan: The Town of Oro Valley in conjunction with ADOT Barclay Group Develop p is developing the off-site improvement requirements on Oracle Road and First Avenue, The applicant shall be required to participate in these improvements and their phasing. pP �� From that time, (2000) the based on the traffic im act analysis. on a fair share basis p Town proceeded to put together the Oracle Road Improvement District in accordance With Arizona State Law including the following improvements: • Additional lanes on Oracle Road. • Double left turn o nto First Avenue (mandated by ADOT, and recommended by the traffic study done by the developer). • Realign the intersection crossingbetween the Albertson's and Fry's parcel with a signal to allow for safe movement between the north and south parcels. Extend Pusch View across the CDO Wash to Lambert Lane. •• Bridge 4 la nes of First Avenue from the east abutment of the CDO g to Tangerine Road. ' Mr. Jansen stated that the town's portion of the work is in excess of$26 million. ADOT Oracle Road south of Pusch View to Calle Concordia as well as is working to widen g north from La Reserve to Tangerine Road at an expense of$10 million. Total public improvements - $36 million +-. p District Engineer Nick Bokaie explained how the limits of the boundaries were method for calculating the frontage for each property which were determined and the strictly based on the dockets, pages a es and plats that were available as a public record from the Pima County Recorder. A. Conductg Public Hearin on Objections to the extent of the Assessment District and Rule on Each Objection Minutes, Council 09 /15/03 Special Session 4 Big Vice Mayor Wolff to uphold the C. 0 Center. MOTION made by y MT Oracle, LLC., a second. MOTION made by Center. MOTION FAILED for lack of objection of Big 0 SECONDED OVERRULE the objection of Big 0 Center. MOTION Mayor Loomis to J Wolff opposed. ycarried 3 — 1 with Vice Mayor pp by Council Member Rochman. MOTION • MOTION made by Mayor Loomis. • National Life Insurance Co. The Lincoln MOTION SECONDED by Council Member Abbott. MOTION carried 4—0. uphold the objection of Target. MOTION Council Member Abbott MOVED to Council Target. failed 1 — 3. MOTION made by byVice Mayor Wolff. MOTION SECONDED OVERRULE the objection of Target. MOTION SECONDED by Rochman to g Member Mayor _ with Council Member Abbott opposed. Loomis. MOTION carried 3 1, the objection of Pizza Hut. Mayor Loomis Pizza Hut. a MOVED to OVERRULE y MOTION SECONDED by Vice Mayor Wolff. MOTION carried 3 — 1 with Council Member Abbott opposed. the objection of BrakeMax. Mayor Loomis MOVED to OVERRULE BrakeMax. y MOTION SECONDED by Vice Mayor Wolff. MOTION carried 3 — 1 with Council Member Abbott opposed. il Member Rochman MOVED to OVERRULE the University Medical Center. CouncLoomis. MOTION carried 3 — 1 objection of UMC. MOTION SECONDED by Mayor with C ouncil Member Abbott opposed. OVERRULE the objection of Fry's. MOTION Loomis MOVED to Fry's. Mayor an. MOTION canned 3 — 1 with Council SECONDED by Council Member Rochman. Abbott opposed. District Enineer Nick Bokaie read his Engineer's Reportort and indicated that the percentage e of frontage is calculated at 49.18%. B. Conduct public hearing on the sufficiency of protests against the Improvement and rule on the sufficiency of such protests protestants Loomis asked the to come forward and present their position on why the protest should not be ruled insufficient. K. S. Real Estate Investors, LLC. —no comment. Giant Industries--no comment. Barclay Group—no dispute. Brake Max—no dispute. Target—no dispute. Pizza Hut—no dispute. D & G Scaletta—no comment. 09/15/03 Minutes, Council Special Session 3 10 ' property statingthat it does not benefit to The. following people objected to the owner's p p y p any extent in the Improvement district and should be removed from the Improvement District: • K.S. Real Estate Investors, L.L.C. . • Rosenbergread a letter of objection and protest received by Giant Giant Industries, Mr. Industries. LP Mr. Rosenbergread a letter of objection received by Barclay Group, LLP & II Barclay Group. • Greg Price, 17234 N. 42nd Lane, Glendale, AZ., representing Burger King, Mr. letter of objection received by MCL Enterprises, Burger King. Rosenberg read a J submitted a .� hubart representing Home Depot, 340 N. Main Avenue. He G. Lawrence Schubart, p g copy of a memo from Bill Jansen to Chuck Sweet dated 2/15/99 that memorializes the agreement that HomeDepotwas given to be a credit for the cost of the public improvements that it borne at the time of site improvements. r MT Oracle, LLC, 4118 Separade Road, Castle Rock, CO. Mike Jewett, Big 0 Center, • Paul Wolf, The Lincoln National Life Insurance Co., (Rockridge Apartments), 1 S. Church Avenue, Suite 1000. g David Lunn, Target, 2575 E. Camelback Road, Phoenix, AZ 85016 Pat McCanaughey, Pizza Hut, 5902 E. Pima Mike Nicholson dba Brake Max, 10529 N. Oracle Road Adam Karon, K.S. R eal Estate Investors, L.L.C., P. O. Box 66018, Tucson, AZ Jim Richardson, University Uiversity Medical Center, 11410 N. Ingot Loop Todd jar, Fry's. K 500 S. 99th Avenue, Tolleson, Arizona. • were made bythe Oro Valley Town Council overruling the The following motions objections to the District: made K.S. Real Estate Investors, L.L.C. MOTIONby Council Member Abbott and SECONDED byVice Mayor Wolff. MOTION carried 4—0. • made byVice Mayor Wolff and SECONDED by Council Giant Industries. MOTION y Member Rochman. MOTION carried 4--0. Barclay Group LLP & IIL P. MOTION made by Council Member Rochman and SECONDEDVice byMayor Wolff. MOTION carried 4 —0. y • MOTION made by Vice Mayor Wolff and MCL Enterprises (Burger King) SECONDED byCouncil Member Rochman. MOTION carried 4 --0. The Home Depot. MOTION made byCouncil Member Abbott to uphold the objection of Home Depot. MOTION DIED for lack of a Second. MOTION made by Council Home Depot. MOTION OVERRULE the objection of Member Rochman to Member Vice Mayor Wolff. MOTION carried 3 — I with Council SECONDED by y Abbott opposed. 09/15/03 15/03 Minutes,Council Special Session 5 10 Burger King/MCL Enterprises.—no comment. Fry's no dispute. p No protestants spoke, therefore,Vice Mayor Wolff MOVED that the protests are ruled insufficient. MOTION SECONDED by Mayor Loomis. MOTION carried 4--0. 3. ADOPTION OF RESOLUTION NO. (R)03-78—ORDERING THE IMPROVEMENT DONE AS DESCRIBED IN RESOLUTION OF INTENTION NO. AND DECLARING AN EMERGENCY Vice Mayor Wolff MOVED to ADOPT Resolution (R)03-78, ordering the Improvement done as described in Resolution of Intention No. 03-65; and declaring an emergency. MOTION SECONDED by Mayor Loomis. MOTION carried 4—0. ADJOURNMENT Mayor Wolff MOVED � p to adjourn ourn the special al meeting at 8:45 p.m. MOTION SECONDED byCouncil Member Rochman. MOTION carried 4— 0. Respectfully submitted, /41,( C°. Kathryn E. Cuvelier, CMC Town Clerk • I hereby certifythat the foregoing minutes are a true and correct copy of the minutes of the special session of the Town of Oro Valley Council of Oro Valley, Arizona held on the 15th day of September, 2003. I further certify that the meeting was duly called and held and that a quorum was present. Dated this 1St day of October,2003. Ce: et, L,tzt_ Kath yn E.Cuvelier,CMC Town Clerk A.R.S. § 48-590 Arizona Revised Statutes Annotated Currentness Title 48. Special Taxing Districts (Refs & Annos) E- Chap ter 4. Municipal Improvement Districts (Refs & Annos) '61Article 2. General Public Improvements and Improvement Bonds (Refs & Annos) sDelivery§ 4 -590. of warrant and assessment to contractor; demand forp ayment; release of assessments; review of assessment E. After completion of the work, the superintendent shall notify the . p � governing bodyof such fact, and the board shall fix a time when it will g g hear andp ass upon the assessment and the proceedings theretofore p had and taken, which shall not be less than twenty days thereafter. Theovernin bodyshall cause notice of the hearing to be given by 9 9 publication for five days in a daily newspaper published and circulated in the municipality, or two times in a semiweekly or weekly newspaper sop ublished and the street superintendent shall cause notices of the time andp lace of the hearing to be mailed by first class mail, at least twenty days s before the hearing date, to all persons owning real property affected by the assessments as the names and addresses p Y appear on the last certified property tax roll. If no address appears for any person on the last certified tax roll, then no notice need be mailed to suchp erson. The street superintendent shall make an affidavit of the mailing and shall recite therein that the persons to whom notices were mailed constitute all persons whose names and addresses appear upon the tax roll as owning property within the particular improvement area, which affidavit shall be conclusive proof that notice was mailed eachp erson to whom notice is required to be mailed. Failure to receive notice shall not constitute any jurisdictional defect invalidating any proceedingor assessment if notice has been sent pursuant to this section. F. If the assessment is dated before the work has been completed, the superintendent shall file with the clerk, at or prior to the hearing, a recapitulated assessment based on the actual quantities determined by the engineer to have been constructed or installed, or the actual cost of the acquisition, as the case may be, together with the known incidental expenses expended to that date and the itemized estimated p incidental expenses remaining to be expended. The engineer need not recompute each individual assessment but shall determine the amount of the increase or decrease to be assessed and shall file a supplemental statement with the clerk setting forth the ratio of the differential between the contractor's bid and the recapitulated amount and ordering that each assessment be increased or decreased, as the case may be, by such ratio. If the total assessment is decreased, the treasurer shall return to the owner, if the owner can be located, that portion of each assessment previously paid in cash which represents an excess payment. G. The owners, contractor and all other persons directly interested in the work or in the assessment, who have any objection to the legality of the assessment or to any of the previous proceedings connected therewith, or who claim that the work has not been performed according to the contract, may, prior to the time fixed for the hearing, file a written notice briefly specifying the grounds of their objections. At the time fixed for the hearing or at any time not later than ten days thereafter to which the hearing may be postponed, the governing body shall hear andp ass upon the objections. The decision of the governing body shall be final and conclusive upon all persons entitled to object as to all errors, informalities and irregularities which the governing body might ht have remedied or avoided at any time during the progress of the proceedings. H. If the governing overnin body finds that the contract has not been fully performed, it shall withhold all amounts or bonds owed and not then paid, or delivered, to the contractor until such time as in its opinion performed.contract is fully If the governing body finds that the amount or bonds left on hand to be paid to the contractor is not sufficientpay tothe costs necessary to complete the work and that the contractor is not likely to complete the work according to the contract, thegoverningbody overnin may summon the contractor and contractor's surety a for hearingpursuant to § 48-586. The governing body may modify the amounts of the several assessments after hearing, and mayorder that the assessment be recomputed if it finds that the benefits to any lots do not equal the amount of such lot's respective assessment. When recomputing the assessment, the superintendent of streets shall again levy the assessments according to the benefits derived, as instructed by the governing body, notwithstanding the fact that the reduction of any assessment may cause a corresponding increase in other assessments. P\-‘-EY :141'9/ Q 6) 2-7 TOWN OF ORO VALLEY vir O V 11000 N.LA CANADA DRIVE 1 .. .: 1°' ORO VALLEY,ARIZONA 85737 4 O. A Mgr i A. Administrative Offices(520)229-4700 Fax(520)297-0428 ' www.townoforovalley.com A ,rte w. , .,.... ltx °UNDED\g I' January 19, 2006 RE: TOWN OF ORO VALLEY, ARIZONA, ORACLE ROAD IMPROVEMENT DISTRICT, REPORT OF OBJECTIONS TO THE ASSESSMENT. TO: THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA This is to advise you that a hearing on the assessment for the Oracle Road Improvement District is scheduled for January 19, 2006 at the hour of 5:30 p.m. As of 5:31 p.m. on such date, I have received objections from those property owners shown as having filed objections on Exhibit A attached hereto. the affidavits of mailing and publication of the Notice of I further submit copies of Hearing on the Assessment and the Recapitulated Assessment for the Oracle Road Improvement District. Respectfully submitted, 'lc) çe /t--- Kat E. Cuvelier, CMC t Oro Valley Town Clerk I EXHIBIT A Owner Assessment# Amount Objection Filed Assessed (Shown by X) 1. KS Real Estate Investors,LLC Attn: Transmark Company 1 $90,729.21 Adam Karon,President Post Office Box 66018 Tucson,AZ 85728-6018 2. KS Real Estate Investors,LLC Attn: Transmark Company 2 Zero($0.00) Adam Karon,President Post Office Box 66018 Tucson,AZ 85728-6018 3. Giant Industries Arizona Inc. 23733 N. Scottsdale Road 3 $54,957.04 Scottsdale,AZ 85255 4. Barclay Group No. 10LP Attn: Trey Eakin 4 $51,665.70 15974 N. 77th Street,Suite 100 Scottsdale,AZ 85260 5. Barclay Group No. 10LP 573.16 Attn: Trey Eakin 5 $126,573.16 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 6. Brakemax#3 LLC $28 440.87 6560 N.Thornydale Road 6 Tucson,AZ 85741 7. Thomas&Eleanor Mear $28 440.87 Attn: Lynn M.Hopper 7 ' 850 Avenida Salvador San Clemente,CA 92672 8. Barclay Group No. 10LP 998.08 Attn: Trey Eakin 8 $43,998.08 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 9. Dayton Hudson Corp. $415 145.98 Attn:Property Tax Dept/TPN 0950 9 Post Office Box 9456 Minneapolis,MN 55440-9456 10. Barclay Group No. 10 LP &Dayton Hudson Corp. 10 $363,397.37 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 11. Wells Fargo Bank $52 667.72 Attn: Rhonda Reuser 11 10585 North Oracle Road Tucson,AZ 85737 12. Pizza Hut of Arizona Inc. $32 093.26 10605 N. Oracle Road 12 ' Tucson,AZ 85737 13. MCL Enterprises,Inc. (Burger King) Attn:Mitchell C. Laird,President 13 $51,661.24 1300 E.Missouri, Ste C-101 Phoenix,AZ 85014 FHR:rwr 625063.1 1/10/2006 A-1 Owner Assessment# Amount Objection Filed Assessed (Shown by X) 14. Canada Del Oro Partners 401 S.Boston, Suite 2400 14 Paid In Cash Tulsa,OK 74103 15. Kroger Co. Attn: Fry Store#18/Burke&Nickel 15 Paid In Cash 3336 E. 32nd Street, Suite 217 Tulsa,OK 74135 16. Bank of America Attn:KPMGLLP 16 Paid In Cash 750 B Street, Suite 1500 San Diego,CA 92101 17. Albertson's,Inc Post Office Box 20 17 Paid In Cash Boise,ID 83276 18. Barclay Group No. 11 LP Attn: Trey Eakin 18 $46,313.49 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 19. Barclay Group No. 10LP Attn: Trey Eakin 19 Zero($0.00) 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 20. Home Depot USA Inc. Property Tax Department#0481 20 $330,170.95 Post Office Box 105842 Atlanta,GA 30348-5842 21. Big"O" Center LP MT Oracle,General Partner 21 $46,839.10 Attn: Michael D.Jewett,Managing Gen.Ptnr • 4118 Serenade Road Castle Rock,CO 80104 22. University Medical Center Corporation Attn: Cindy Kirlin A/P Department 22 Paid In Cash 655 E.River Road Tucson,AZ 85704 23. LaReserve Community Association 7493 North Oracle Road, Suite 135 23 Zero($0.00) Tucson,AZ 85704-6328 24. LaReserve Community Association 7493 North Oracle Road, Suite 135 24 Zero($0.00) Tucson,AZ 85704-6328 25. DRRC LLC (Leisure Care) Attn: Leisure Care Inc. 25 $157,344.80 325- 118th Ave SE#300 Bellevue,WA 98005 26. Canada Del Oro Partners $1 764,051.14 401 S.Boston, Suite 2400 26 Tulsa,OK 74103 27. Canada Del Oro Partners 401 S.Boston, Suite 2400 27 $260,510.02 Tulsa,OK 74103 28. Lincoln National Life Insurance Company Attn: Indigo Real Estate Services 28 Paid In Cash 7525 SE 24th Street#408 Mercer Island,WA 98040 FHR:rwr 625063.1 1/10/2006 A-2 Owner Assessment# Amount Objection Filed Assessed (Shown by X) 29. Lincoln National Life Insurance Company Attn: Indigo Real Estate Services 29 Paid In Cash 7525 SE 24th Street#408 Mercer Island,WA 98040 30. Conquistador Properties,LLC 5550 N. 15th Street 30 Paid In Cash Phoenix,AZ 85014 FHR:rwr 625063.1 1/10/2006 A-3 AFFIDAVIT OF MAILING NOTICE OF HEARING ON ASSESSMENT J _...()I �:. i :r• 0 - j , being first duly sworn, deposes and says: " /// That he i s the Superintendent of Streets of the Town of Oro Valley, Arizona, with respect to the Oracle Road Improvement District: That on December 22, 2005, he caused to be mailed to each of the persons set forth on the list attached ached hereto and marked Exhibit A, by first class mail, a copy of the Notice of Hearing on Assessment in the form attached hereto and marked Exhibit B; That the names and addresses of the persons on said Exhibit A are, to the best of his knowledge, information and belief, the owners of property within said improvement district. That the persons to whom notices were mailed constitute all persons whose names appear upon the tax roll as owning property within the District to be assessed to and addresses pp p p pay the costs and expenses of the work for which the assessment was levied. For purposes of this affidavit the term "tax roll" means the last certified tax roll used for state and local property taxes. Further affiant sayeth not. // /, / _ it /'L/t/\ }Superintendent of Streets SUBSCRIBED and sworn to before me this 22nd day of December,2005. `7x;' - -6filr-E LYNN M. GARCIA 71 I .�s� _,1�,;:::��s:—: � u�! -Arizona Not Public 0,0Couniy ' /.. aryate- . ���- ��i t�Q \i.‘,/Commission Expires E—%:41May 14, 2007 ..1 "../"`I.JM _:•"y`yJ"1i.:_' `"�"'e . fir FHR:rwr 618597.1 11/30/2005 EXHIBIT A 2003 LIST OF PROPERTY OWNERS (to be updated for 2005) Owner Assessment# Parcel# Property Address , 1. KS Real Estate Investors,LLC 1 220-09-0190 10425 N.Oracle Rd Attn: Transmark Company 750 E Pusch View Ln Adam Karon,President "Rooney Ranch Post Office Box 66018 Professional Offices" Tucson,AZ 85728-6018 2. KS Real Estate Investors,LLC 2 220-09-0180 10445 N.Oracle Rd Attn: Transmark Company 760 E Pusch View Ln Adam Karon,President "Rooney Ranch Post Office Box 66018 Professional Offices" Tucson,AZ 85728-6018 3. Giant Industries Arizona Inc. 3 220-09-0120 10505 N.Oracle Rd 23733 N. Scottsdale Road Scottsdale,AZ 85255 Giant Industries Arizona Inc. 3 220-09-0120 10505 N.Oracle Rd Attn: Roger K.Burton Director of Retail Property&Facilities Mgmt 23733 N. Scottsdale Road Scottsdale,AZ 85255 4. I Barclay Group No. 10LP 4 220-09-0110 10509 N.Oracle Rd Attn: Trey Eakin 15974 N. 77th Street,Suite 100 Scottsdale,AZ 85260 Barclay Group No. 10 LP 10509 N.Oracle Rd Attn: Scott T.Archer,Regional Director 10515 N.Oracle Rd 15974 N. 77th Street, Suite 100 10525 N.Oracle Rd Scottsdale,AZ 85260 10565 N.Oracle Rd 10571 N.Oracle Rd 10595 N.Oracle Rd 10625 N.Oracle Rd 10645 N.Oracle Rd Barclay Group No. 11 LP 10785 N.Oracle Rd Attn: Scott T.Archer,Regional Director 10825 N.Oracle Rd 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 5. Barclay Group No. 10LP 5 220-09-0100 10515 N.Oracle Rd Attn: Trey Eakin 15974 N. 77th Street,Suite 100 Scottsdale,AZ 85260 6. Brakemax#3 LLC 6 220-09-0130 10529 N.Oracle Rd 6560 N.Thornydale Road Tucson,AZ 85741 Brakemax#3 LLC 6 10529 N.Oracle Rd Attn: Raymond L. Pisciotta,Manager 6560 N.Thornydale Road Tucson,AZ 85741 . Carl-Karcher Enterprises Inc 7 FHR:rwr 618597.1 11/30/2005 A-1 Owner Assessment# Parcel# Property Address 7. Thomas&Eleanor Mear 7 220-09-0140 10535 N.Oracle Rd Attn: Lynn M. Hopper 850 Avenida Salvador San Clemente,CA 92672 8. Barclay Group No. l OLP 8 220-09-0150 10565 N.Oracle Rd Attn: Trey Eakin 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 9. Target Corporation T-0700 9 220-09-0090 10555 N.Oracle Rd Attn: Property Tax Dept/TPN 0950 Post Office Box 9456 Minneapolis,MN 55440-9456 Target Corporation 9 10555 N.Oracle Rd Attn: David Marquis,Director—Real Estate 1000 Nicollet Mall Minneapolis,MN 55408 [fka Dayton Hudson Corporation] The Barclay Group 9 10555 N.Oracle Rd Mr.Tyson Remesnyder 15974 N. 77 Street, Suite 100 Scottsdale,AZ 85260 10. Barclay Group No. 10 LP 10 220-09-008 10575 N.Oracle Rd &Dayton Hudson Corp. 15974 N.77th Street, Suite 100 Scottsdale,AZ 85260 11. Wclls Fargo Bank 11 220-09-0200 10585 N.Oracle Rd Attn: Rhonda Reuser 10585 North Oracle Road Tucson,AZ 85737 Wells Fargo Bank,National Association 11 Corporate Properties Group-Negotiations Attn: Leo J.Bauman,Vice President 100 W. Washington, Suite 1430 MAC#S4101-140 Phoenix, AZ 85003 Rd 12. Pizza Hut of Arizona Inc. 12 220-09-0210 10605 N.Oracle 10605 N.Oracle Road Tucson,AZ 85737 Rd Pizza Hut of Arizona, Inc. 12 10605 N.Oracle Attn Pat McConaughey,Executive Vice President 5902 E.Pima Tucson,AZ 85749 13. Dominic&Gloria Scaletta 13 20-09-0220 10615 N.Oracle Rd 10310 N. Cliff Dweller Pl. "Rooney Ranch" Oro Valley,AZ 85737 MCL Enterprises,Inc. (Burger King) 13 10615 N.Oracle Rd Attn: Mitchell C.Laird,President "Burger King" 1300 E.Missouri, Ste C-101 Phoenix,AZ 85014 14. Canada Del Oro Partners 14 220-09-0240 401 S.Boston,Suite 2400 Tulsa,OK 74103 FFIR:rwr 618597.1 11/30/2005 A-2 Owner Assessment# Parcel# Property Address g 15. Kroger Co. 15 220-09-0230 10661 N.Oracle Rd Attn: Fry Store#18/Burke&Nickel 3336 E.32nd Street,Suite 217 Tulsa,OK 74135 10661 N.Oracle Rd Fry's&Fry's Marketplace 15 Attn: Todd Kjar,Vice President of Real Estate 500 S. 99th Ave Tolleson,AZ 85353 Fry's Co. F s Fo od Store#18 15 220-09-0230 Ms.Patti Russell 10661 N.Oracle Road Oro Valley,AZ 85737 16. Bank of America 16 220-09-0280 10775 N.Oracle Rd Attn: KPMGLLP 750 B Street, Suite 1500 San Diego,CA 92101 Bank of America 16 220-09-0280 Attn: Mr.David White Post Office Box 89701 Tucson,AZ 85742 17. Albertson's, Inc 17 220-09-0260 10795 N.Oracle Rd Post Office Box 20 Boise,ID 83276 18Group BarclayNo. 11 LP 18 220-09-0250 10785 N.Oracle Rd Attn: Trey Eakin 15974 N.77th Street, Suite 100 Scottsdale,AZ 85260 Group 19. BarclayNo. 1OLP 19 220-09-0270 10825 N.Oracle Rd Attn: Trey Eakin 15974 N. 77th Street,Suite 100 Scottsdale,AZ 85260 2P 0. Home Depot USA Inc. 20 220-09-0290 10855 N.Oracle Rd Property Tax Department#048 1 Post Office Box 105842 Atlanta,GA 30348-5842 Stubbs& Schubart,P.C. 20 220-09-0290 10855 N.Oracle Rd Attn:G. Lawrence Schubart,Esq. 340 N. Main Avenue Tucson,AZ 85701 21. M.T.Oracle LLC 21 220-08-001J NWC Oracle& Attn: Mike Jewett LaReserve Pkwy 4118 Serenade Road Big"0"Center LP Castle Rock,CO 80104 [formerly owned by TOSCO) Bi "0" Center LP 21 NWC Oracle& g MT Oracle,General Partner LaReserve Pkwy Attn: Michael D.Jewett,Managing General Ptnr 4118 Serenade Road Castle Rock,CO 80104 22. University Medical Center Corporation 22 220-08-008F 10800 N.LaReserve Dr Attn: Cindy Kirlin A/P Department 655 E. River Road Tucson,AZ 85704 FHR:rwr 618597.1 11/30/2005 A-3 Owner Assessment# Parcel# Property Address University Medical Center 22 10800 N. LaReserve Dr Attn: Gregory A.Pivirotto,President&CEO NEC LaReserve&Oracle g rY 1501 N.Campbell Avenue Rd Tucson,AZ 85724 10800 N.LaReserve Dr University Medical Center Corporation 22 Attn:James W.Richardson,In-House Counsel NEC LaReserve&Oracle 1501 N.Campbell Avenue Rd Tucson,AZ 85724 23. LaReserve Community Association 23 220-08-0030 7493 North Oracle Road, Suite 135 Tucson,AZ 85704-6328 24. LaReserve Community Association 24 220-09-0070 7493 North Oracle Road, Suite 135 Tucson,AZ 85704-6328 25. DRRC LLC 25 220-08-0090 10701 N.LaReserve Dr Attn: Leisure Care Inc. 325- 118th Ave SE#300 Bellevue,WA 98005 Leisure Care Inc. 25 10701 N.LaReserve Dr Attn: Robert K.Barrett,Vice President, Treasurer 325- 118th Ave SE#300 Bellevue,WA 98005 The Barclay Group 25 10701 N.LaReserve Dr Mr.Tyson Remesnyder 15974 N.77 Street, Suite 100 Scottsdale,AZ 85260 26. Canada Del Oro Partners 26 220-09-0020 401 S.Boston, Suite 2400 Tulsa,OK 74103 27. Canada Del Oro Partners 27 220-09-0030 401 S.Boston, Suite 2400 Tulsa,OK 74103 28. Lincoln National Life Insurance Company 28 224-33-4460 10333 N.Oracle Rd Attn: Indigo Real Estate Services 7525 SE 24th Street#408 Mercer Island,WA 98040 The Lincoln National Life Insurance Company 28 Attn: Steven R.Brody,Vice President 1300 S.Clinton Street,Mail Stop 3C-05 Fort Wayne, IN 46802 29. Lincoln National Life Insurance Company 29 224-33-4670 10333 N.Oracle Rd Attn: Indigo Real Estate Services 7525 SE 24th Street#408 Mercer Island,WA 98040 The Lincoln National Life Insurance Company 29 Attn: Steven R.Brody,Vice President 1300 S.Clinton Street,Mail Stop 3C-05 Fort Wayne,IN 46802 30. Conquistador Properties,LLC 30 224-28-006L 5550 N. 15th Street Phoenix,AZ 85014 FHR:rwr 618597.1 11/30/2005 A-4 Owner Assessment# Parcel# Property Address Chuck Sweet,Town Manager Town of Oro Valley 11000 N.La Canada Dr. Oro Valley,AZ 85737 31. Mr. William Jansen,Town Engineer Town of Oro Valley 11000 N.LaCanada Drive Oro Valley,AZ 85737-7015 32. Ms.Kathy Cuvelier,Town Clerk Town of Oro Valley 11000 N.LaCanada Drive Oro Valley,AZ 85737-7015 33. Mr.Phil Salazar R S Engineering 2445 N.Tucson Boulevard Tucson,AZ 85716-2440 _34. Mr.Joseph C.Ritchie(info only) Ritchie Realty 630 N. Craycroft,#108 Tucson,AZ 85711 14 4 FHR:rwr 618597.1 11/30/2005 A-5 I PLEY q,y,� O;,ie**,4'4*' O Olif Q- 1 44 Ap4 -1. 4\ ji it- :-: pc4 °UNDED Age Office of the Town Attorney Memorandum To: Mayor&Council /' jFrom: Melinda Garrahan,Town Attorney Date: January 17, 2006 Re: Oracle Road Improvement District,Information for 1/19/06 Hearing Attachedp lease find additional information concerning the amount assessed against each parcel in the district. While it repeats some of the information set forth in"Exhibt A"that follows Fred Rosenfeld's memorandum and the district map in your packet,this new chart also includes the information concerning what certain property owners paid in cash,up front,to the district. Because theypaid upfront,those property owners will avoid interest being added to their assessment amounts. In the event that Council should decide to modify the assessment for any objecting owner,then all other property owners including those who paid up front gproperty would have their assessment amount increased to make up the difference unless the Council decided that the Town would be responsible for the difference. Finally,please note that several parcels in the district were not assessed any amount based on a determination by the Town p Engineer/Superintendent of Streets that the parcels were not specially benefited by the district. TOWN OF ORO VALLEY, AZ ORACLE ROAD IMPROVEMENT DISTRICT ASSESSMENT PARCEL INFORMATION Assmt. Assessor's Amount Paid in Certified No. Owner Parcel No. Base Assessment Cash Assessment 1 KS Real Estate Inv. LLC 220-09-0190 $ 87,327.70 $ - $ 90,729.21 Transmark Company Attn: Adam Karon, President P.O. Box 66018 Tucson,AZ 85728-6018 2 KS Real Estate Inv. LLC 220-09-0180 $ - $ - $ - Transmark Company Attn:Adam Karon, President P.O. Box 66018 Tucson,AZ 85728-6018 3 Giant Industries Arizona Inc. 220-09-0120 $ 52,896.66 $ - $ 54,957.04 23733 N. Scottsdale Rd. Scottsdale,AZ 85255 4 Barclay Group No. 10 LP 220-09-0110 $ 49,728.71 $ - $ 51,665.70 Attn:Trey Eakin 15974 N. 77th Street, Ste. 100 Scottsdale,AZ 85260 5 Barclay Group No. 10 LP 220-09-0100 $ 121,827.83 $ - $ 126,573.16 Attn:Trey Eakin 15974 N. 77th Street, Ste. 100 Scottsdale,AZ 85260 6 Brakemax#3 LLC 220-09-0130 $ 27,374.60 $ - $ 28,440.87 6560 N.Thornydale Road Tucson,AZ 85741 7 Thomas& Eleanor Mear 220-09-0140 $ 27,374.60 $ - $ 28,440.87 Attn: Lynn M. Hopper 850 Avenida Savador San Clemente, CA 92672 8 Barclay Group No. 10 LP 220-09-0150 $ 42,348.56 $ - $ 43,998.08 Attn:Trey Eakin 15974 N. 77th Street, Ste. 100 Scottsdale,AZ 85260 9 Dayton Hudson Corp. 220-09-009A $ 399,581.83 $ - $ 415,145.98 Attn: Property Tax Dept/TPN 0950 P.O. Box 9456 Minneapolis, MN 55440-9456 10 Barclay Group No. 10 LP 220-09-0080 $ 349,773.32 $ - $ 363,397.37 & Dayton Hudson Corp. C:\Documents and Settings\mgarrahan\Local Settings\Temporary Internet Files\OLK2\ORID Asssessment Parcel Spreadsheet Assist. Assessor's Amount Paid in Certified No. Owner Parcel No. Base Assessment Cash Assessment 15974 N. 77th Street, Ste. 100 Scottsdale, AZ 85260 C:\Documents and Settings\mgarrahan\Local Settings\Temporary Internet Files\OLK2\ORID Asssessment Parcel Spreadsheet Assmt. Assessor's Amount Paid in Certified No. Owner Parcel No. Base Assessment Cash Assessment 11 Wells Fargo Bank 220-09-0200 $ 50,693.17 $ - $ 52,667.72 Attn: Rhonda Reuser 10585 N. Oracle Rd. Tucson,AZ 85737 12 Pizza Hut of Arizona Inc. 220-09-0210 $ 30,890.06 $ - $ 32,093.26 10605 N. Oracle Rd. Tucson,AZ 85737 13 MCL Enterprises, Inc. (Burger King) 220-09-0220 $ 49,724.42 $ - $ 51,661.24 Attn: Mitchell C. Laird, President 1300 E. Missouri, Ste. C-101 Phoenix,AZ 85014 14 Canada Del Oro Partners 220-09-0240 $ 34,386.65 $ 34,386.65 $ - 401 S. Boston, Ste.2400 Tulsa, OK 74103 15 Kroger Company 220-09-0230 $ 258,648.50 $ 258,648.50 $Attn: Fry's# 18/Burke& Nickel 3336 E. 32nd St., Ste.217 Tulsa, OK 74135 16 Bank of America 220-09-0280 $ 49,182.45 $ 49,182.45 $Attn: KPMGLLP 750 B Street, Ste. 1500 San Diego, CA 92101 17 Albertsons Inc. 220-09-0260 $ 184,035.04 $ 184,035.04 $ P.O. Box 20 Boise, ID 83276 18 Barclay Group No. 11 LP 220-09-0250 $ 44,577.16 $ - $ 46,313.49 Attn:Trey Eakin 15974 N. 77th Street, Ste. 100 Scottsdale,AZ 85260 19 Barclay Group No. 10 LP 220-09-0270 $Attn:Trey Eakin 15974 N. 77th Street, Ste. 100 Scottsdale,AZ 85260 20 Home Depot USA Inc. 220-09-0290 $ 317,792.58 $ - $ 330,170.95 Property Tax Dept. RE#0481 P.O. Box 105842 Atlanta, GA 30348-5842 21 Big "0"Center LP 220-08-001J $ 45,083.07 $ - $ 46,839.10 MT Oracle, General Partner Attn: Michael D. Jewett, Managing Gen. Ptnr 4118 Serenade Rd. Castle Rock, CO 80104 C:\Documents and Settings\mgarrahan\Local Settings\Temporary Internet Files\OLK2\ORID Asssessment Parcel Spreadsheet Assmt. Assessor's Amount Paid in Certified No. Owner Parcel No. Base Assessment Cash Assessment 220-08-008M 145 278.06 $ 145,278.06 $ - 22 UniversityMedical Center Corp. $ , Attn: Cindy Kirlin A/P Department 655 E. River Road Tucson, AZ 85704 23 La Reserve Community Assn. 220-08-0030 $ 7493 N. Oracle Rd., Ste. 135 Tucson,AZ 85704-6328 24 La Reserve Community Assn. 220-09-0070 $ 7493 N. Oracle Rd., Ste. 135 Tucson,AZ 85704-6328 25 DRRC LLC (Leisure Care) 220-08-0090 $ 151,445.82 $ - $ 157,344.80 Attn. Leisure Care Inc. 325-118th Ave., SE#300 Bellevue,WA 98005 26 Canada Del Oro Partners 220-09-0020 $ 1,697,915.48 $ - $ 1,764,051.14 401 S. Boston, Ste.2400 Tulsa, OK 74103 27 Canada Del Oro Partners 220-09-0030 $ 250,743.28 $ - $ 260,510.00 401 S. Boston, Ste.2400 Tulsa, OK 74103 28 Lincoln National Life Insurance Company 224-33-4660 $ 107,397.20 $ 107,397.20 $Attn: Indigo Real Estate Services 7525 SE 24th St.,#408 Mercer Island,WA 98040 29 Lincoln National Life Insurance Company 224-33-4670 $ 243,172.49 $ 243,172.49 $Attn: Indigo Real Estate Services 7525 SE 24th St.,#408 Mercer Island,WA 98040 30 Conquistador Properties LLC 224-28-143A $ 466,200.76 $ 466,200.76 $5550 N. 15th St. Phoenix,AZ 85014 C:\Documents and Settings\mgarrahan\Local Settings\Temporary Internet Files\OLK2\ORID Asssessment Parcel Spreadsheet EXHIBIT B NOTICE OF HEARING ON ASSESSMENTS TOWN OF ORO VALLEY,ARIZONA TO THE PROPERTY OWNERS AND ALL PERSONS CLAIMING AN INTEREST IN ANY PROPERTY WITHIN IN THE TOWN OF ORO VALLEY,ARIZONA,ORACLE ROAD IMPROVEMENT DISTRICT. NOTICE IS HEREBY GIVEN that a hearing on the assessments and proceedings heretofore had and taken with respect to the Town of Oro Valley,Arizona, Oracle Road Improvement District, will be held at the following time and place: DATE OF HEARING: January 19,2006 TIME OF HEARING: 5:30 p.m. PLACE OF HEARING: Town of Oro Valley,Arizona Council Chambers 11000 N.LaCanada Drive Oro Valley,Arizona 85737 Assessments cover the costs and expenses of the construction of the improvements described in Resolution of Intention No. 03-65. The aggregate total of the assessments will be decreased from the original amount. Surplus moneys will be proportionately credited toward each property owner's next assessment payment. Said work was rp done in accordance with the contract between the District Superintendent of Streets and The Ashton Company. Copies of the contract and allP roceedings pertaining thereto are on file in the office of the Clerk of the Town of Oro Valley, Arizona(the"Town"). TheP roperty assessed to pay for said improvement comprises lots, portions of lots, pieces of land, included within the Oracle Road Improvement District in said Town as described in the Resolution of Intention. The area subject to assessment is described as those parcels described on Exhibit A hereto. The Mayor and Council have determined that improvement bonds will be issued to represent the construction cost and all of the incidental costs of such work and improvement, including engineering, printing, advertising and postingand preparation of proceedings; and notice is hereby given that such bonds in the total principal adve g amount of$3,945,000 have been issued by the Town under the provisions of Title 48, Chapter 4, Article 2, Arizona Revised Statutes, and amendments thereto,but payable only out of a special fund collected in annual installments from the assessments of$25.00 or over remaining unpaid at the end of the cash collection period. The bonds shall be payable on the first dayJanuary of in the years 2007 through 2021,or until all are paid. Said bonds shall bear interest at a rate of not to exceed tenP ercent(10%)per annum. Interest will be payable on the first days of January and July of each year. Any property owner, the contractor and all other persons directly interested in the work or in the assessment havingobjection to the assessment or any of the previous proceedings connected therewith,or who claims any the work has not been performed according to the contract or making any objections to the correctness or legality of that the proceedings, or claiming that said assessment or any part thereof should be modified, may, at any time prior to the P g g time fixed for said hearing,file with the Town Clerk a written notice briefly specifying the grounds for such objection and at the time fixed for said hearing or at a time or times not later than ten(10)days thereafter,to which such hearing may be postponed,the Mayor and Council will hear and pass upon all objections so made and filed. All decisions and determinations of the Mayor and Council upon the hearing aforesaid will be final and conclusive as to all errors, informalities and irregularities which the Mayor and Council might have remedied or avoided at any time during the progress of the proceedings. /s/Kathryn Cuvelier,Town Clerk PUBLISH five times in the Daily Territorial Mail byfirst class mail,at least twenty(20)days before the hearing date to al\]1 persons owning real property affected by the assessments as the names and addresses appear on the last certified tax roll for state and county purposes. FHR:rwr 618597.2 12/01/2005 B-1 AFFIDAVIT OF PUBLICATION STATE OF ARIZONA ) ) ss. COUNTY OF PIMA ) Audrey Smith, being first duly sworn, deposes and says that (s)he is the Legal Advertising Manager of THE DAILY TERRITORIAL, a daily newspaper printed and published in the County of Pima, State of Arizona, and of general circulation in the City of Tucson, County of Pima, State of Arizona and elsewhere, and the hereto attached: NOTICE OF HEARING ON ASSESSMENTS JANUARY 19, 2006 © 5:30PM RE: RESOLUTION OF INTENTION NO. 03-65 was printed and published correctly in the regular and entire issue of said THE DAILY TERRITORIAL for 5 issues; that was first made on the 28th day of December 2005 and the last publication thereof was made on the 4th day of January 2006 ; that said publication was made on each of the following dates, to-wit: 12/28/05 12/29/05 12/30/05 01/03/06 01/04/06 at the Request of: Town of Oro Valley (7f ) by\ C-A,A. X . )\, k , -. 1(r --- -.Legal Advertising Manager Subscribed and sworn to beforee�this',4th day of January 2006 .cy, „ark ? '1 1.. , !I, — A-4 1, -_if, i :_.� VERONICA B. GOMEZ Notary Public in and for the Coun of P.P.a, State dtAizona :.„rte,, Notary Public -Arizona 07:5 i i av .:...:,, Pima county My commission expires: Expires 05/31/08 TOWN OF ORO VALLEY scribed in Docket 7571, Page 800 as 251.11 feet to a point of tangency; NOTICE NASSESSMENTS DEPARTMENT OF PUBLIC WORKS recorded in Pima County; THENCE South 47°30'00"West,a dis- 7N AWN OF ORO VALLEY,ARIZONA NOTE: This description is a compile- THENCE continuing easterly along the Lance of 339.79 feet to a point of curve- northwesterly PROPERTY OWNERS AND tion of various descriptions and Block line ana arc of said lure; not completely based on a field curve,through a central angle of 07°47' THENCE southerly along the arc of a -IN PERSONS PROPERTY CLAIMING AN WITHIN IN- survey and boundary determi- 42",a distance of 789.02 feet; 380.00 foot radius curve,concave east- 'IN ANY nation. THENCE North 51°29'37"East,a dis- erly,through a central angle of 48°22' :TOWN OFL ORO VALLEY, ARI- Those portions of Section 12 and Sec- Lance of 784.92 feet to a brass cap sur- 29",a distance of 320.83 feet; 4A, ORACLE ROAD IMPROVE-IS i-IE tion 13,Township 12 South,Range 13 vey monument marking the corner of THENCE South 89°49'40"West, a ,IT DIST . East, and Section Township 12 the northerly Right of Way of First Ave- distance of 9.94 feet(10.00 feet record) TICE S HEREBY GIVEN that a South, Range 14 East, Gila and Salt nue and the southerly line of the drain- to the North-South mid-section line of ring on the assessments and pro- River Meridian,Pima County, Arizona. ageway as described in said Docket said Section 7; dings heretofore had and taken with described as follows: 7571, Page 800. and from which a THENCE South 00°52'39"East,adis- Dect to the Town of Oro Valley,Ari- Beginning at a brass cap survey monu- brass cap survey monument marking lance of 1605.71 feet to the South a, Oracle Road Improvement Dis- meet at the Southeast corner of said the corner of the northerly Right of Way Quarter corner of said Section 7; will be held at the following time of First Avenue and the line of THENCE South 89°41'17"West.a dis- place: Section 12 from which the south 1/4 northerly corner,marked by a#4 rebar with brass said drainageway lies North 38°31'03" lance of 2643.68 feet to the Southwest iE OF HEARING:January 19.2006 tag Is12122, lies South 89° 18' 54" West 800.15 feet distant, corner of said Section 7.being a#4 re- \CEE OF HEARING:5:30 p.m. West, 2748.48 feet distant (Book 8 THENCE North 51°28'27"East,a dis- bar; OF HEARING: Town of Oro Page 57 of Road Maps of Pima County lance of 786.52 feet to the beginning of THENCE North 00°35'03"West,a dis- ley, Arizona Council Chambers a non-tangent curve concave southerlyLance of 158.54 feet to the point of 100 N.La Canada Drive Oro Valley, shows South 89°51'25"West,2748.32 9 ba- tons 85737 feet); whose radius point bears South 22°30' ginning. THENCE North 00°50'39"West,a dis- 31"East 1251.68 feet distant,described PUBLISH:The Daily Territorial ises of the cover the costs and ex- in Docket 10878,Pae 3168 recorded Dec.28,29,30 2005;Jan,3,4,2006 uses of construction of the im- Lance of 33.62,along the East line of g said Section 12 to the southeast corner in Pima County; hrjanl9assessments as vements described in Resolution of THENCE easterlyalongthe arc of said ;noon No.03-65. The aggregate to- of Lot 4 of Cancha Del Golf,Lots 1 Thru 5 recorded in Pima County at Book 40 curve.through a central angle of 32°13' of the assessments will be de- 24 a distance of 703.95 feet to the ased from the original amount. Sur- THENCE 39 of Maps and Plats; THENCE along the line of said Lot 4 North- South mid-section line of said s moneys will be proportionately South 89"09'21"West, a distance of Section 7,being also the beginning of a dited toward each property owner's 275.00 feet; non-tangent curve concave southerly it assessment payment. Said work THENCE along the line of said Lot 4 whose radius point bears South 10°10' s done in accordance with the con- South 19°51' 10"West, a distance of 22" West 1352.39 feet distant, being :t between the District Superint m- 267.11 feet(267.06 feet record); also the southerly right of way of Foot- -it of Streets and The Ashton Com- THENCE along the line of said Lot 4 hills Channel, described in Docket ly, Copies of the contract and all South 89" 18'54"West, a distance of 7102, Page 887 recorded in Pima iceedings pertaining thereto are on 131.08 feet: County; in the office of the Clerk of the Town THENCE easterlyalongthe arc of said Dro Valley,Arizona(the"Town"). THENCE along the line of said Lot 4 North 00°41'06"West, a distance of curve and said southerly right of way, e property assessed to pay for saidthroughangel a central of 08°26'46",a orovement comprises lots,portions of 80.00 feet to the south line of Lot 5 of said Cancha Del Golf,Lots 1 Thru 5; distance of 199.36 feet to a point of tan- s,pieces of land,included within the THENCE along the line of said Lot 5 gency; acle Road Improvement District in THENCE South 71°22'52"East,adis- id Town as described in the Resolu- South 89° 18'54"West, a distance of 400.88 feet to a point on the northeast- Lance of 108.17 feet (107.76 feet re- n of Intention. The area subject to cord) to a point on the sessment is described as those par- corded line of a drainage easement re- Northwesterly corded in Pima County in Docket 7309 right-of-way of Oracle Road; • Is described on Exhibit A hereto. Page 656: THENCE South 74°35'11"East,a dis- :e Mayor and Council have deter- THENCE along the said northeasterly Lance of 238.17 feet to a point on the ned that improvement bonds will be line of a drainage easement North 23° southeasterly right-of-way of Oracle ;ue rued to represent the construction 45'31"West,a distance of 224.80 feet Road being the southwesterly corner of st and all of the incidental costs of to a point of curvature of a 1055.45 toot a drainageway dedicated in Foothills ch work and improvement,including radius curve concave southwesterly; Business Park Lots 1 Thru 17,Book 37, stinging, printing, advertising and THENCE westerly along the arc of said Page 8 of Maps and Plats recorded in sting and preparation of proceedings; curve and northeasterly line of drainage Pima County,being also the northerly id notice is hereby given that such easement,through a central angle of corner described in Docket 10817, 'rids in the total principal amount of Page 2018,recorded in Pima County; 00°11'52",a distance of 3.64 feet to 9 i,945,000 have been issued by the the west line of said Lot 5; THENCE South 71°26'42"East,a dis- rwn under the provisions of Title 48, THENCE along the line of said Lot 5 tance of 65.39 feet along the southerly ter 4, Article 2, Arizona Revised North 00"41'06"West, a distance of line of said drainageway and following atutes,and amendments thereto,but 372.07 feet to the southerly Right of the lines and arcs of said Docket 10817, tyable ryable only out of a special fund col- Way of Lambert Lane as established in Page 2018, to the beginning of a :ted in annual installments from the 9 non-tan ent curve concave southwest- ;sessments of$25.00 or over remain- Book 8,Page 57 of Road Maps of Pima unty; . erly whose radius point bears South 18° g unpaid at the end of the cash collet- THE CE along the said southerly Right 33'18"West 546.00 feet distant; )n period. The bonds shall be payable of Way of Lambert Lane South 89°18' THENCE southeasterly along the arc of the first day of January in the years 54"West,a distance of 61.13 feet; said curve and southerly line of said )07 through 2021,or until all are paid. THENCE North 00°41'06"West,a dis- drainageway,through a central angle of aid bonds shall bear interest at a rate tance of 150.00 feet to the northerly 31°11'16",a distance of 297.20 feet to not to exceed ten percent(10%)per Right of Way of said Lambert Lane and a point of reverse curvature of a Unum. Interest will be payableble on the the beginning of a 1834.86 toot radius 1022.57 foot radius curve; •st days of January and July of each curve concave northeasterly whose ra- THENCE southeasterly along the arc of =ar. dius point bears North 00°41'06"West, said curve concave northeasterly and ny property owner,the contractor and THENCE Westerly along the arc of said said southerly line of said drainageway, I other persons directly interested in ie work or in the assessment having curve and northerly Right of Way, through a central angle of 32°19'54",a through a central angle of 25°25'12",a distance of 577.03, ny objection to the assessment or any THENCE South 17°24'39"West,a dis- 1 the previous proceedings connected I distance of 814.06 feet to a point on a line as described in Docket 7897,Page tance of 9.42 feet,leaving said curve Herewith,or who claims that the work 1489,recorded in Pima County; and southerly drainageway to the begin- as not been performed according to THENCE North 71°29'29"East along ning of a non-tangent curve concave re -'to contract or making any objections to southerlywhose radius point bears re correctness or legality of the pro- said line,a distance of 786.97 feet to a eedings,or claiming that said assess- point of curvature of a 5799.58 foot South 17°42'03"West 380.00 feet dis- curve concave northwesterly, tant; tent or any part thereof should be THENCE easterly along the arc of said THENCE westerly along the arc of said codified,may,at any time prior to the curve,through a central angle of 08°07' curve,through a central angle of 50°45' me fixed for said hearing,file with the 41", a distance of 822.75 feet to the 14",a distance of 336.61 feet to a point own Clerk a written notice briefly South line of Lot 3 of said Section 12; of tangency; pecifying the grounds for such objet- THENCE North 89°24'06"East,a dis- THENCE South 56°56'49"West,a dis- on and at the time fixed for said hear- tance of 323.39 feet (322.57 feet re- Lance of 151.54 feet to a point of curve- tg or at a time or times not later than cord,Docket 7897, Page 1489)along Lure; an(10)days thereafter,to which sucn the South line of said Lot 3 to a point on THENCE westerly along the arc of a fearing may be postponed.the Mayor the East line of said Section 12; 320.00 foot radius curve concave north- Ind Council will hear and pass upon all THENCE North 00°50'39"West,a dis- erly,through a central angle of 40°06' l co so made and filed. tance of 163.90,along the East line of 08", a distance of 223.97 feet to that ;I SII decisions and determinations of the Aayor and Council upon the hearing said Section 12,to the beginning of a point of compound curvature described non-tangent curve concave northwest- in said Docket 10817,Page 2018, aforesaid will be final and conclusive as erlywhose radius point bears North 30° THENCE North 82°57'03"West,a dis- o all errors,informalities and irregulars tance 134.11 feet leavingthe curve of fes which the Mayor and Council might 08'46"West 5799.58 feet distant,also lave remedied or avoided at any time being the northwest corner of Block 2 of said Docket 10817, Page 2018 and in- Oro Valley Retail Center Blocks 1 tersecting a curve described in Docket luring the progress of the proceedings. s/Kathryn Cuvelier,Town Clerk Through 8 recorded in Pima County at 10535,Page 766, Book 51 Page 76 of Maps and Plats, THENCE southerly along the arc of said LEGAL DESCRIPTION OF DISTRICT EXHBIT THENCE easterly along the northwest- curve,concave westerly,whose radius LEGAL DESCRIPTION erly Block line and arc of said curve, point bears South 89° 33' 07" West ORACLE ROAD through a central angle of 00°34'20",a 300.06 feet distant,through a central IMPROVEMENT DISTRICT distance of 57.91 feet to an arc de- anale of 47° 56' 53" a distance of JP\A.EY qR� O 0 644-46) TOWN OF ORO VALLEY 11000 N.LA CANADA DRIVE ORO VALLEY,ARIZONA 85737 Administrative Offices(520)229-4700 Fax(520)297-0428 .44 www.townoforovalley.com d%0 1g�pc VNDED Office of the Town Engineer and Superintendent of Streets ORACLE ROAD IMPROVEMENT DISTRICT RECAPITULATED ASSESSMENT As the Superintendent of Streets of the Town of Oro Valley, Arizona, I herewith determine that, as the final costs and expenses of the work as the Oracle Road Improvement District are not yet fully known, there are no changes to be made in the several assessments at this time. When all costs and expenses and all interest income are known, I will amend this Recapitulated Assessmer,�. AMENDED RECAPITULATED ASSESSMENT Project Construction Costs $5,535,400.00 Additional Miscellaneous Project Costs 933.99 Costs of Bond Issuance 170,000.00 Capitalized Interest Fund 176,967.16 Total Costs $5,883,301.15 Less: Cash Contribution from Town (450,000.00) Assessments Paid in Cash (1,488,301.15) Proceeds from Bond Issuance $3,945,000.00 • DONE AT TOWN OF ORO VALLEY, ARIZONA, ON JANUARY 17, 2006. RECORDED JANUARY 17, 2006, IN THE OFFICE OF THE SUPERINTENDENT OF STREETS OF THE TOWN OF pRO VALLEY, ARIZONA. 61) ti4 //1, SuperintenderWof Streets of t e Town of Oro Valley, Arizona Copy of the foregoing Recapitulated Assessment received this 17th day of January 2006. ci" 6. n Town tierk MEMORANDUM DATE: January 11, 2006 TO: Chuck Sweet, Town Manager FROM: Stacey Lemos, Finance Director Craig Civalier, Town Engineer RE: Project Cost Breakdown for ORID The following is the project cost breakdown for GRID: DESIGN AND PLANNING: Contract Paid-To-Date Balance Unpaid $603,460 $597,383 $6,077 CONSTRUCTION ADMIN. & INSPECTION: Contract Paid-To-Date Balance Unpaid $416,585 $405,748 $10,837 CONSTRUCTION CONTRACT: Contract Paid-To-Date Balance Unpaid $4,530,396 $3,603,881 $ 926,515 BOND ISSUANCE COSTS: Contract Paid-To-Date Balance Unpaid $346,967 $346,967 $0 PROJECT TOTALS: Contract Paid-To-Date Balance Unpaid $5,897,408 $4,953,979 $ 943,429 cc: David L. Andrews, Asst. Town Manager TOWN .J I ORO "ALLE l,, AP IZONA ORACLE ROAD IM R O Y EME T DISTRICT • NOTICE OF SUBSTANTIAL COMPLETION OF WORK The_C uer s1digned, the Superintendent o1 Streets of the Town o1 Oro Valley, determines that the "Work" as described in Resolution No. 03-65 (the Arizona hereby finds and i "ResolutionIntention" was substantiallycompleted on or about December 16, 2005. of 1One portion of the Work remains to be fully completed, the Con-Arch Bridge to of Oracle Road within the Improvement District. The owner of be constructed on the east side . and to be assessed for, the Bridge has waived any objection that the property to benefit from, , a have with respect to the Bridge's completion. The Ashton Company, such property owner may the Work, has agreed to complete the Con-Arch2006, the contractor for �' Bridge by January 27 and the Town will continue to withhold the ten percent (10%) retention and the contractor's payment and performance bonds until the work is fully completed. Therefore, as the Superintendent of Streets of the Town of Oro Valley, Arizona, I Workto be complete, and hereby notify the Mayor and Hereby declare that the substantially Council of the Town that it should conduct a hearing on the assessment. I recommend that the hearing on the assessment be held on January 19, 2006. DATED December 9, 2005 /7) 1 c Sup erin dent of S reets ' Received and accepted this q day of December, 2005 The Ashton Company ,i.,„() By: Its: , Filed this;day of December, 2005 ( (1,ct ,--',,, Kat yn Cuvelier, Town Clerk FHR:rwr 618619.1 11/30/2005 2 N it' R i c e: 1:35 TOV The Law Firm of RONALD N.HATCHER,JR. HATCHER & ODEN,P.L.C. TELEPHONE: ron@hateheresq.com (520)615-1375 6969 EAST SUNRISE DRIVE SUITE 102 TELEFAX: LANE D.ODEN TUCSON,ARIZONA 85750 (520)615-1069 1<1nr:uh,tcher�Nsr1.r�Jn: ALISA M.REED alisa@ hatc•heresq,cat;i January 10, 2006 HAND DELIVERED Kathryn Cuvelier Town Clerk Town of Oro Valley 11000 N. La Canada Drive Oro Valley, Arizona 85737 Re: Oracle Roadp Improvement District: Protest Pursuant to A.R.S. § 48-590 Dear Ms. Cuvelier: Pursuant to A.R.S. § 48-590(G), this letter shall serve as a protest of the assessment for the improvementsrelatingto the Oracle Road Improvement District ("ORID"), submitted Group on behalf of BarclayNo. 10, Limited Partnership and Barclay Group No. 11, Limited Partnership (collectively, "Barclay"), University Medical Center ("UMC"), and Target Corporatlon ("Target") by their respectivecounsel. Hatcher & Oden, P.L.C. represents Barclayand UMC, and Gallagher & Kennedy, P.A. represents Target. p Barclay, UMC, andTarget eachown parcels of real property situated along Oracle Road between Pusch View Lane and La Reserve at the locations shown on the map attached as Exhibit 1. The Town of Oro Valley ("Oro Valley") has assessed Barclay, UMC, Target,and other property owners 100 % of the cost of the ORID improvements on Oracle Road between Pusch View Lane and La Reserve, and on First Avenue and Pusch View Lane. As explained below, assessingthe property owners within the boundaries of the ORID p 100% of the cost of the improvements runs afoul of A.R.S. § 48-576(B), which provides that a "city shall not assess the costs of an improvement which is for the general city or town public benefit against land in an assessment district. If a portion of the expense of an generalpublic benefit, the city or town shall assess the district only Improvement is for „ portion of the expense which benefits the property within the district. that p Consequently, Barclay, UMC, and Target jointly file this protest under A.R.S. § 48- 590(G), which provides a property thatowner within the boundaries of a district may file protest if the propertyowner has an "objection to the legality of the assessment or to a any of the prevlous proceedings s connected therewith." At the hearing required by A.R.S. "governing bodymaymodifythe assessments . . . and may order that the 48-590(E),the g g assessments be recomputed." Ms. Kathryn Cuvelier Town of Oro Valley January 10, 2006 Page 2 Background properties arepart of the Rooney Ranch Planned Area The Barclay, UMC, and Target View " situated west of Oracle Road between Pusch Development ( Rooney Ranch"), 's the development includes Target, Ross, Fry's, Lane and La Reserve. Currently, p businesses. Development of Rooney Ranch began in Albertson's, Home Depot and other in Barclay acquired several vacant parcels of property approximately 1992. In 1998, B y pp proceeded with its development. The Target store, located Rooney Ranch, and thereafter, was Barcla 's first project. Subsequently, Barclay developed ed south of First Avenue, y • includingthe property where Albertson's and Home other retail space in Rooney Ranch, Depot are located. Barclaythrough Oro Valley the development plan for Home prepared and processed with the development plan approval process, Depot and Albertson's. In connection "TIA"). The p Traffic Impact act Analysis Report (the ) Barclay submitted to Oro Valley a p will of the TIA state at page 1 that "Oracle Road itself introduction and summary section direction from First Avenue to Calle to three through lanes in each need to be widened g Concordia, particularly because of growth of background traffic." (emphasis supplied). due to A is attached as Exhibit 2.) In other words, relevant excerpt from the TI _den Oracle Road existed before the Home (The growth in the area, the need to widen Depot/Albertson's development.1 ' ' on the approval of the Home Depot/Albertson's Oro Valley placed certain conditions ,pp David are summarized in a letter from WLB Group to . development plan. The conditionsed as Exhibit 5. December 31, 1998, a copy of which is attach Marsh (Oro Valley) dated "The Town of Oro on behalf of Barclay, acknowledged that In the letter, WLB Group, . withis developing the off-site improvement requirements Valley, in conjunction ADOT, p to y Avenue and their phasing. The applicant shall be required on Oracle Road and First participate in these improvements on a fair share basis based uponthe TIA" (emphasishasis supplied.) BillValley) sent a letter to Trey Eakin (Barclay), March 31, 1999, Jansen (Oro . On for Oracle Road and North First Avenue. describingthe staging of off-site improvements • as Exhibit 6.) The second phase of the copyof Jansen's letter is attached 2," . (A "Interim includes the widening of Oracle improvements described in the letter as p View Lane to north of La Reserve, subject to direction Road to six lanes south of Pusch • Transportation ("ADOT") reviewed the TIA and in a The Arizona Department of p • ' of this sentence to the last paragraph dated October 6, 1998, requested the addition • letter this development will accelerate the one of the TIA: "The impact on traffic from on page of the ADOT letter is lane on Oracle Road in each direction." A copy . need for a thirdmake the change. [See Exhibit 4] attached as Exhibit 3. The author of the TIA refused to MecServer:CL1ENTS Barclay Group:Correspondence:Ltr.Protest.48-590.doc Ms. Kathryn Cuvelier Town of Oro Valley January 10, 2006 Page 3 that these improvements ". are byADOT. Jansen noted in the same paragraph „ anticipated to be part of the proposed Oracle Road Improvement District. improvements. Barclay paid for the la and Home Depot funded the phase onep . Barclayintersection of Oracle Road and Pasch View Lane. installation of a traffic signal at the of the cost of widening First Avenue, construction Home Depot contributed to and exclusively First Avenue and Oracle Road, acceleration/deceleration lanes on intersectionOracle Road. • La Reserve and the traffic signal at the of financed g declared Oro Valley's intent No. 03-65, the Oro Valley Mayor & Council By Resolution ORID. Resolution No. 03-65 provides phase two improvements through the to fund the shall be chargeable to the parcels of and expenses of the phase two work paid from general that all costs p improvement costs are to be within the ORID. None of the property public funds. owners protested the formation Home Depot, Target, Fry's, and other property Barclay, p o • 0/o of the cost of the proposed improvements. 0 f the district and being assessed 10 Resolution 03 Oro Valley's Mayor & Council adopted Nevertheless, on September 15, 20 � 03-65, based on improvements described in Resolution No. No. (R)03-78, ordering the the ORID improvements chart, which charges thep the assessment allocation entire cost of to the property owners within the designated district. • their "fair share," but they, as well as other These protesting parties are willing to pay to paymore than their fair share. They owners in the district, are being forced t that property burden for the substantial benefit in required to shoulder the entire financial are being q willpublic large,at contrary to A.R.S. § 48-576(B). the improvements provide to the Basis for Protest Valleyfrom assessing against the property owners A.R.S. 48-576(B) prohibits Oro thegeneral public, § improvements that benefits ' in the ORID the portion of cost of the which with • "assess the district only that portion of the expense and requires that Oro Valleyrote reted as establishing benefits the property within the district." This statute has been rp the entire cost of a limitation on burdening the property owners within the district with to the general • the improvements also provide a benefit the improvements where, as here, p i ofWilliams, 192 p explained in Estate of Crain v. City • public. For example, as the court p assessed in proportion to (App. aproperty owner may be p pAriz. 342 965 P.2d 76 1998), that the ' o e but cannot be assessed for thebenefits the special benefit derived by the property,rty� p receives in common with the general public. property owner recei MacScrver:CL1ENTS:Barclay Group:Correspondencc:Ltr.Protest.48.590.doc Ms. Kathryn Cuvelier Town of Oro Valley January 10, 2006 Page 4 isthe entire financial burden of the phase two Here, however, Oro Valley placing the regardless of the comparative impact of improvements on the property owners, r g the general ptraffic and without taking into consideration development on the overall v ments provide. Indeed, Oro Valley did not, at any time, public benefit that the improvements e proportionalprovide to the general of the benefit the improvements perform an analysis s within the district. as compared to the benefit provided to the property owner public p ' ' eerie "Mathieu") conducted traffic Since the ORID was formed, Mathieu Engineering Corp.�• the districtand prepared a written analysis of the impact counts in the area covered by the copyof has on the traffic in the area. A . Rooney Ranch Planned Area Developmentat a si significant Exhibit 7. Mathieu's findingsg Mathieu's report is attached as show th . Even so, the will no doubt benefit the general public portion of the ORID improvements improperlytried to place on page 16 plainly show Oro Valley has . conclusions set forthp g e owners. Mathieu's of the cost of the improvements on the property . the entire burden Road in the vicinity of this that, of the total average daily traffic on Oracle report reveals the Fry's/Target and Home ent only40% of the traffic accesses p development,� � Similarly, 76% of the average daily traffic Depot/Albertson'tlAlbertson s centers from Oracle Road. y on balance of the average daily traffic on Oracle First Avenue enter these centers. The Road and First Avenue use these streets for other purposes. maycreated by these centers does not include the pass-by trips, defined as that Traffic drivers on their way to another primary destination. In other words, pass-by trips stop stops at the centers that are made by traffic p at the centers on the way to and from other specific ' on the other hand, are trips made thefor p primary destinations. Primary trips, , centers. As Mathieu's report explains (at 12), purpose of accessing (either in or out) the in the respect to PM Peak Hour traffic (defined pass-by trips only be considered with p pas y p ° Peak Hour traffic on Oracle Road and First Avenue at 6 . Even so, 34/° of the PM another report � alreadyon these streets for tris meaningthese trips relate to traffic are pass by trips, purpose. withwhich further undercuts Oro Valley's action. hi eu's report i s consistent the TIA, Mat p • Oracle Road will need to be widened in the areabecause The TIA specifically states that h the development may accelerate the need for although of growth of background traffic, g the widening. isregional transportation facility serving the entire reover, the fact that Oracle Road a p Road is Mo � A. portion of the capacity of Oracle Pima Countyregion cannot be ignored. Pim local traffic created by the residents of the to serve regional traffic as well as the to needed For this reason, ADOT has plans just the ro erty owners within the district. .area, not property Calle Concordia and Tangerine. [See ' Oracle Road from four to six lanes between widen Oro Valley, which "helped ' The expansion is needed to serve fast-growing Exhibit 8] p 3•�� [See Exhibit 9] Growth in Pinal area's record home sales in 200 • fuel the Tucson Exhibit 10 Thus, as unt also is the cause of increased traffic for Oro Valley. [See County MacServer:CLIENTS:Barclay Group:Correspondence:Ltr.Protest.4R-590.doc Ms. Kathryn Cuvelier Town of Oro Valley January 10, 2006 Page 5 in 's report, onlyportion of the total traffic on Oracle documented the TIA and Mathieu p a p Road and the other streets within the ORID can be attributed to the properties within the ORID. • made noquantifiable determination that 100% of Despite the evidence, Oro Valley has . • pis proportional to the additional traffic demand the cost of the phase two improvements p p View on Oracle Road, North First Avenue, and Pusch that the development will impose of the the roe owners are being required to pay the entire cost Lane. Nevertheless, property�' of First when, in fact, the widening of Oracle Road and portions phase two improvements at large Pusch View Lane will confer a substantial benefit upon the public Avenue and without requiringany contribution from general funds equal to the public benefit. ' allocation method it has approved, make a determination Oro Valley should revisit the public benefit conferred by the ORID improvements, and with respect to the general reduce the total amount allocable to the properties within the ORID, as mandated by A.R.S. § 48-576(B). Respectfully Submitted, The Law Firm of Hatcher & Oden, P.L.C. 411iPikt 0 1 � Lane D. Oden Gallagher & Kennedy, P.A. i David W. Lunn LDO/bw Attachments 1 - 10 MacServcr:CLIENTS:Barclay Crroup:Correspondence:Ltr.Pmtest.48-590.doc 06/30/2003 . e,\01211\00\CIvIl\propllei.dr .,:„.:',.''.! ,t.,.ii i • ,,., '.?:',:. 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'T•» sr :::•* •`:i - ..:•.%,-.:•., - �tl. •rr . •rt . a •r • •.,.' . .Mr •' •';. lI .. is 1 •t r- }... Y , • �'• Y t • :•.• .Ii': .. -ce:• • t: ' .r ' .. ,•- • • •f. , +• . 1 .. . _ 1a'!• .t• • -,-. 1• Ott • Rooney Ranch Center (Parcels B and D) AnalysisTraffic Impact Report Revision 1 1. Introduction and Summary Arizona is planning ongoing development of Barclay Group of Scottsdale, Rooney Ranch Center, Parcels B and D. These parcels are the northwest and southwest corners of Oracle Road and First Avenue in Oro Valley, Arizona. feet of uses are planned for Parcel D and 213,718 About 363,000 square square feet for Parcel B, includingthe existing uses of Fry's Supermarket, two banks, Pizza Hut, and Burger King. Buildout of all the uses is anticipated for about the year 2003, although p not precisely known. Oracle Road and First Avenue is now at level of service D in the afternoon ' hour for the intersection. Under "total traffic" in peak hour, the critical design 2003, an improved intersection with eastbound dual left-turn lanes, eastbound dual right-turn lanes, and dual northbound left-turn lanes will need three through lanes each direction on Oracle Road to provide level of service D. Oracle Road itself will need to be widened to three through lanes each • Calle Concordia, particularly because of growth of direction from First Avenue to background traffic. The intersection of Oracle Road and Pusch View Lane will readily meet traffic signal warrants. RooneyRanch the intersection of First Avenue and Rooney Center Entrance is ' departing the center will be subject to very not signalized, left-turning vehicles p 9 g high delays. 2. Proposed Development all pursuingcontinued Group of S cottsdale, Arizona, is energetically Barclay G p e development of Rooney Ranch Center. This regional shopping facility is located r g on the southwest and northwest corners of Oracle Road and First Avenue in Oro Valley, Arizona. corner) is now occupied by a Fry's Parcel D Con the southwest • and Wells rket Pizza Hut, Burger King, Fargo Bank. On the northwest Supermarket, is now occupiedbyonly corner Parcel B a bank, Bank of America. Additional developments are rapidly idl occurring. In Parcel D, Target store ' • store is expected to be open to the has broken ground for its new facility. This p public in the is planning a new store on the spring of 1999. Home Depot northwest corner of the intersection in Parcel B. The store may be open about January, 2000. Additionally, in Parcel B an Albertson's store is being planned with potential opening• other land uses of the parcels (specialty o g about July, 2000. The • stations, restaurants, and car care) are expected to be constructed retail, gas of the corners should occur by 2003. over the next few years so that buildout - 2 - _ .. -- _ -'",r.flit, AR1ZON),AR1ZON) jEPARTMENT OF TRANS . 4 FA!I I A'... . ;:- . -:- -- - ..... : • �'' • INTERMODAL TRANSPORTATION DIVISION 7: ��"1-•: Tucson District Vt' : 1.INg„ie 1221 S. Second Avenue, Tucson,Arizona, 85713-1602 Phone(520)620-5412, Fax(520)-628-5387 THCMA�S G.SC�I(T; JANE DE HULL State Engineer GovernorOctober 6, 1998 MARY E.PE i�-iS ' Director . e Mr. Paul F. Steiner, Jr., P.E. FS Traffic En ineering, LLC P 9 4825 West Kay T Drive Tucson, Arizona 85745 Dear Mr. Steiner We have reviewed the Traffic Impact Analysis that you have submitted for the Rooney Ranch Center (Parcel B and D), Revision 1, and have the following comments: _ 1. We believe that the following statement needs to be added to the last paragraph on . 1: "Thetrafficfrom this development will accelerate the need for a third impact on P page lane on Oracle Road in each direction. 2. A growth rate of 8% was used for the northbound left-turn movement on Oracle prior to the Revision 1 report that a growth rate of 6 Road. It was agreed upon should be used. . 3. The report underestimates theimpact traffic im act of this development on Oracle Road for the following reasons: departing the a. The report art assumes that all First Avenue traffic entering andP g southwest quadrant shoppingcenter will use the main driveway on First Avenue. Similarly, the report traffic assumes that all First Avenue trac entering and �m� departing the northwest quadrant shopping center will use the main driveway on First AVenue. In reality, some of this traffic will use Oracle Road, particularly, Home Depot and Target customers. P does not account for internal trips between the northwest and b. Thereport southwest quadrant shopping Centers. 4. The report models a northbound left-turn lane at Driveway A to the Northwest quadrantcenter. This currentlydoes not exist, and such a lane may not shopping provide enough length for storage and deceleration. diagrams of future traffic volumes as requested. 5. The report did not provide g analysis for the 6. Please provide a signal warrantfuture Home Depot driveway at the y La Reserve intersection. HIGHWAYS - TRANSPCRTATICN PLANNING - AERONAUTICS haul F. Steiner, RE. Rooney Ranch, Revision October 5, 1998 - Page 2 existing geometry of First Avenue bridge and the layout limitations of the ex g 9 �Y 7. Given the B arrangement of access points along B and D we support the Alternativeg ^ of Parcels � provided. However, it should be noted that t Avenue based upon the reasons you First impact that this development has on S H77 traffic. other alternatives would reduce the improvementsthe area toprovide alternate routes for traffic on Oracle 8. Other to �, • as the extension of Pusch View Lane to Lambert Lane, Road and First Avenue, such would greatly improve im rove the traffic congestion Avenue to ..• First Aven drivewayon SH77, doseproximity of the Main Entrance 9. Due to the it is recommended that the Main Entrance driveway be located a minimum of 600 feet, edge of i nters2di0n to edge of intersection, from the First Avenue and Oracle Road intersection. • • the unacceptable-- levels-of-service that will be generated as a result of 10. To mitigate 9 developer be responsible o ment, it is recommended that thep this development, direction from a point south of the Pusch .n. a third lane on SH77 in each for constructing n View Lane intersection to point north of the La Reserve intersection.� this development,11. Due to traffic generated from the following irnpCevements are also recommended: ane and the SH77/La of traffic signals at the SH77/Pusch View L a. The installation 9 Reserve intersections. l • underground conduit with wiring to connect the traffic signor b. The installation of uncle g ' st Ave.,• intersections of SH77/Pusch View Lane, SH771 Fir control cabinets at the int SH77/La Reserve, and First Ave./Main Entrance driveway. assumptionsthat we have previously identified for this • of the concerns and 12. Many report were adequately de uately addressed in this Revision is'on 1 Report.art. Asa result, we recognize this report to be a reasonable assessment of future traffic conditions s baszd formation known at this time with the exception tion of the comments made herein. on the in -- comments, please call Maria Deal at 620- ave anyquestions regarding these Ifyouh 620- 5436 or me at 620=5431. Thank you. Si cerely, /ttiviA, Jphn H. Warner, P.E. lriaja Regional Traffic Engineer C: Dennis Alvarez Debra Sykes Bill Jansen, Town of Oro Valley HIGHWAYS TRANSPORTATION PLANNING - AERONAUTICS PFS Traffic Engineering, LLC PAUL F. STEINER,P.E. TEL(520) 743-9966 4825 West Kay T Drive AZ 85745 FAX(520) 743-9966 Tucson, 13A9 210212? October 19, 1998 4 .e4.? 410* A,11 Ilt %TA,. Vsk N N 0 t1 #(0/ •, ... j� F o Warner, P.E. 404 /C n John H. o _/-4f �� Baja Re 'oral Traffic Engineer �8 kC o� Arizona Department of Transportation # '$)e . P 1221 S. Second Avenue .9,4Z . Tucson,AZ 85713 Dear Mr.Warner: Re:Your Review Comments Rooney Ranch Center Revision One Traffic Impact Analysis Report Following are-my responses to your October 6, 1998, review comments. 1. I'm not comfortable adding the statement you request. agreed growth rates of 6 percent on Oracle Road and 8 percent on First 2. We had to use_ Avenue. Since the northbound left turn consists of"First Avenue" destination, I thought - the 8 percent rate would be more appropriate for it.This larger growth rate is more conservative and also helps with your No. 3 comment. • 3. Duly noted. RegardingI don't consider trips between the two corners as "internal" trips. I did assigna small number of trips to cross First Avenue between the two corners (typically . See the 3 percent northbound through movement at First Avenue 3 percent). Service Drive in Figure 14.This percentage assignment is in excess_of105 percent and � assignments we had agreed to, thus adding a bit more conservatism. A is (about) 4. Proposed Driveway660 feet north of First Avenue. We should have the potential to obtain some 200/220 feet of storage depending upon taper length and the et of the existingsouthbound left-turn lane to First Avenue,which has lesser geometry requirements. 5. I'm sorry about that. 6. The requested analysis will soon be provided. q 7. Duly noted. - = - • John H. Warner, P.E. October 19, 1998 Page 2 Duly 8. noted. Such extension is beyond the scope of this traffic study and the development plan. 9. Barclay Groupis currently working with the number"about 600 feet" center-line to 1 y center-line so additional work/discussion on this item is needed. 10. levels of Decliningservice result from increases in background traffic and new site ,._ traffic. Rooneyanch Center has added already much of the third lane southbound and y will be adding more along its frontage southbound to Pusch View Lane. Property owners/developers property evelo ofalong the east side of SH77 should add the lane on their side. 11. Generally agreed to—with some exception to the details. For example, at SH77/La Reserye appropriate ro riate land uses on the east side of SH77 should participate in the signal installation. Details regarding First Avenue/Main Entrance need to be worked out. I g 12. Thank you. Very truly yours, Vasv.) 1A1(1 f Paul F. Steiner, P.E. slw Tje„ Engineering - Planning ' Surveying-titan Design December 31, 1998 LnnQ3cape Architecture 6F5up David Marsh Town of Oro Valley 110001\.La Canada Dr. Oro Valley, AZ 85737 Re: Rooney Ranch Parcel B (sk The Albertson's-Home Depot Center)Development Plan 0 Town Council Conditions of Approval Submittal 0V12,98-17 S WLB File No. 1810574.00i-0105 Dear David: Enclosed for review and approval are the following documents for the above referenced project: a Three(3) Sets Revised Development Plan Bluelines ■ Three(5) Scts Comment/Response Letter The following responses correspond to the Conditions of Approval from the December 2, 1998 Town Council theeLing: 1. Indicate the docket and page r s for La Reserve on Location Map, RESPONSE: Location map has been revised. 2. Indicate on both.cheetc in 'ghosted'letters the OV case number and zoning for the Desert Point and USC:at La Reserve projects, RESPONSE: Oro Valley case number and zoning has been added. 3. The external lighting fixtures, including lighting poles, shall conform with those currently existing in the Fry's development. RESPONSE: AckaQwleded_ 4_ Amend General Note#5 to read: "minimum building setbacks: 2:1 ratio with building height, 60' minimutn, rem setback 30' ", as pet the Rooney Ranch Area 13 PAD Amendment RESPONSE: General note #6 has bene revised as requested. Engineering • Planning • Surveying • Urban Dosign • Landscape Architecture Offices boated ifl Tucbron, Phoenix, Las Vegas • E-moll; wlbtuceix.netcom.com L444 East 'Broadley ' Tucson, Arizona 85711 - (520) 881-7480 • FAX (520) 861-7482 David Marsh,Town or Ozt)Valley rtocjicy E DATl apt Pim. ,own Council ConditionoLApprovu]Submittal owL'-9E4714 61057-1.001-0105 Dumber 31,1998 Page 2 IllGrpu4cr' wn Cocil Conditions o A rovaIfor the Roone Ranch Area B IMD Amendment, the s p � f PP �' word'sales"In General Note tlef7 shall be changed to "display". RESPONSE: General Note#47 has been revised as requested, 6 As stated in General Note 7, indicate the ''outdoor display area"on the development plan. RESPONSE= Development plan has been revised. 7, A Public Ar:submittal for the Albertson's store shall he reviewed and approved before construction may commence on Phase II ofthis development plan. RESPONSE: Acknowledged. 8. The rc fusc containers indicated along the rear property line behind the Home Depot store shall be relocated, as they are not permitted In the 10'Buffer Yard A, RESPONSE: Development plan has been.revised. P. A raised crosswalk shall be constructed at the northwest corner of the 7n-1 foe shops, 10 connect the,shops and the sidewalk along North First Avenue. RESPONSE: Development plan has been revised, 10. The trash compactor located irrmm.ediately behind the Albertson's store shall be,screened by u 6' masonry wall_ RESPONSE: Development plan has been.revised. 11, "Speed Billions"shall he provided at the right in--right out painted triangle, located at the northwest entrance to the development. . RESPONSE: Development plan has been revised as requested. 12. Access to the Bank ofArnerica via Oracle Road shall be preserved during Phase 1 of this development. • RESPONSE: Acknowledged. 13. The emergency vehicle access via the crash barrier to the Bank of.Americo'shall be covered in decomposed granite, ass to discourage use as an access point and parking area for private vehicles. RESPONSE: Development plan has been revised as requested. w' David Tow of Qjo Nig/lc?' Rooney Ranch Ptircel 8 Develop: 711cm Pla,-.awn Council Cmditicts of AppmvEl su.bmittn! OV1 -9S-17/1 z[0574401-01N l nba 31,199S PaFic 3 group 14. ')-The applicant shall obtain appropriate permits from ADOT prior to commencenient of work in the ADOT right-of-way. RESPONSE: Acknowledged. 15, The Town ofOro Valley, to conjunction with A )02; is developing the off-site improvement requirements on Oracle Road and First Avenue and their phasing The applicant shall be required to participate in these improvements on a fair share basis based upon the TIA. RESPONSE: Acknowledged. 16. Grading Exception fur the d rivrway off First Ave. is required subject to DRR approval as per Grading Ordinance sec. 15-401 and 15-501. RESPONSE: Grading waiver application las been submitted. 17. Provide pedestrian access easement recordation for sidewalk along First Ave. RESPONSE; To be submitted under separate cover. 18. The applicant shall obtain appropriate pounds form ADOT prior 10 commencement of work in the ADOT right-of-way. RESPONSE: Same commcnt as number 14. 19. Indicate on general dale #.5 that two van accessible spaces are required as per OV CR sec, 11-102D pan 3, and show two van accessible spaces in theparlcing layout. RESPONSE: General note#5 has beet revised. 20. Call our typical van accessible space dimension (8'x202 with 8'adjacent aisle. RESPONSE: Plan has been revised.. 21. Provide join!access agreement heiween this development and Bank ofAmerica for all cross access thorough FAA!.. RESPONSE: As with Parcel D,joint access easements will be shown on the final block plat. 22. Post a sign at service drive indicating right in/out only because the bridge handrail Is within srir. RESPONSE: Signs were/are shown on plans, , David r ,'Town or Oto v1211e 1r Rc ocy Ranch Pe 2113 Lama rlaL ..Nen Council Cr d1t1r c1 Apprevni Subriiitra1 Oti112Ag-17/..,,0574-001-0105 December 31,1-99R rage 4 roup 23, '"` Final grading plan showing grading o?d construction details shall be submitted to the Town for review and approval Jor grading permit, RESPONSE: This is typically required. Why is this a comment? 24. All drainage structures shall be installed with phase.j RESPONSE Acknowledged. We have previously acknowledged this. 25, Cross access to the Bank ofArnerica shall he installed with phase J. - RESPONSE: Acknowledged. We have previously acknowledged this. 26. Gradin,plan shall be submitted to the Town for review and approval prtar to commencement of grading. RESPONSE: See response to comment 423 above. Should you have any questions or require additional information, please contact me at 8g;-7480. Sinoerely, The WLB Grou Steve Oli.verlo Project Manager I 08/18/03 04:0Spm P. 005 , NO-EY A R r611,- ;.,�•9 -44144, �,►�� d:r�y :� TOWN OF ORO VALLEY -/ /PiSf .S.i _ , 680 W. Calle Concordia ':::.: .-'I = i> ORO VALLEY,ARIZONA 85737 tY���,•� me/��w '•p.-�'• 11 � = �`.� r` ~` Department of Public Works l.� -=j s"1Tr'`---t '''`.ri.A-�' (520) 797-2442 fax (520)797-2202 °UNDED it. •March 31, 1999 Mr. Trey Eakin . Vice-President Development - . Barclay Group 81451. 86Th Place Scottsdale, AZ 85258 . • • Re: First Ave/Oracle Road Improvements . - Dear Trey: p In response to our telephone conversation on March 24, 1999, I would like to define the status of off-site improvements for First Ave/Oracle Road that have been approved or under consideration by the Town.. • 1. Interim 1: TheP lan concerns off-site improvements needed for the opening of the Home Depot Store by January 2000. The following concept has been - a eeded to by the Town and the off-site improvements plans are presently under review by ADOT and/or the Town. These improvements are at the expense of the developer. This concept includes the following items:- a The installation of a traffic signal on Oracle Road at La Reserve. b) The construction of acceleration and deceleration lanes on First Avenue at the two service drives to the Home Depot site. These entrances will be restricted to right t turn out only. A left turn from First Avenue into the west (rear) service will be permitted. c) The existing service drive to First Avenue from the Bank of America will be eliminated. • 2. In#enirr� 2: This plan presently l n is resent/ under consideration by the Town Staff and is . expected to be presented to the Mayor and Town Council for their consideration at the April 21, 1999 Town Council meeting. It is anticipated to improvementsapprovedt these if a . by the Town will be in place by mid 2001. This plan involves the following concepts. of the existing main service drive on First Avenue at the a) The re-alignment Fry's site to match the main service drive into the Home Depot site. This . re-alignment will also provide for protected full turning movements onto First Avenue from both north and south parcels. 08/18/08 04:05pm P. 006 bound First Avenue b) Widening of the east intersection with Oracle Road to provide for two left turn and 2 right turn lanes. additional parkingon the Fry's site to compensate for c) Development of additional . ent_ parking space lost due to the entrance re-alignment. p g from south of Pusch View to The wideningof Oracle Road to six lanes . d) �' This item maynot. be north of La Reserve as directed by ADOT• bythe mid 2001 time frame mentioned above. completed � the proposed Oracle improvements are anticipated to be part of P P e) These Road Improvement District. Improvement Plans: The Town is presently 3. Long Range First Avenue concepts to address the future traffic needs .�n studying potential improvementP the First Avenue corridor.r. The widening of First Avenue to four lanes from Road is expected to Tangerine Road to Oracle XP be a part of this plan. we. .plan concepts and Mayor and Council will reviewthe initial p anticipate that Town staff Y 1999 and the selection of the desired long-range concepts by August implementation of this improvementbe done byOctober 1999. The implements �plan w�. availability. upon right-of-way requirements and funding a ty. plan will depend gh Y address the traffic needs of the commercial This concept plan will the the impacted area. It is possible that.some of developmentswithin P � included in the interim.2 xeCOmmen dations of the long-range plan could be plan above. you and your tenants have this letter will address some of the concernsthat I hope thatthe First Avenue Avenue/Oracle Road corridor. concerning the traffic management in issues cone g on the status of the interim 2 and the long range plan We will keep you informed . described above. . Sincerely; C-AILL--- William A. Jansen,P.E. Town Engineer Copy: Chuck Sweet, Town Manager . Community Development Director Don Chatfield, Co Y Bryant Nodine, Planning and Zoning Administrator .. Jeff WeirEconomic Development Administrator , I ORACLE ROADThWROVEMIENT DISTRICTASSESSMEI�1'I' SUMMARY OF FINDINGS REPORT MAY 2004 Prepared for: Barclay Group 15974 N. 77th Street, suite 100 Scottsdale, Arizona 85260 Prepared by: Mathieu Engineering Corp. 5960 E. 2nd Street Tucson, Arizona 85711 Project No. 04-104 Wag l` 4 20930 MICHAEL E. MATH tEI( TABLE OF CONTENTS Page 1. INTR ODUCTION .•••••• 1 2. EXISTING CONDITIONS . 3 Oracle Road Pusch View Lane First Avenue La Reserve Drive 3. AVERAGE DAILY TRAFFIC 4 4. EXISTING TRAFFIC ENGINEERING REPORTS 5 5. DRIVEWAY COUNTS 7 6. PASS-BY TRIPS 12 7. ORACLE ROAD - CAPACITY 14 8. CONCLUSIONS 16 kMISIP1‘.,z42/ c,5itc11'11711"'Ale ,. 0 t� 2Q930 M IC#�IAEL E. MATHIEU • APPENDIX A Exhibits A-0 FIGURES Figure 1 Oracle Road Improvement District Map Figure 2 Driveway Location Plan Figure 3 Location Plan • • .'1 ORACLE ROAD IIMIPROVEMENT DISTRICT Summary of Findings Report 1. Introduction an Improvement The Town of.Oro Valley, Arizona has formed District along Oracle Road, which extends from Pusch View Lane at the south end to La Reserve Drive at the north end. The includes the Fry's / Target shopping center between First . Oracle Road Improvement District ry shoppingcenter north of First Avenue, the Avenue and Pusch View Lane, the Home Depot office complex south of Pusch View Lane, and the office complex north and south of La • • Reserve. See Figure 1. a means of financing local improvements Thepurpose of any improvement district is to provide cost from the owners of the properties deriving special byhich a city or town can collect the wpurpose of the Oracle Road Improvement District is benefits from the improvements. The statedp rpo roadway Valleywith the financing to improve the following to provide the Town of Oro projects: Drive from 2 lanes to 3 lanes ■ Oracle Road from Pusch View.Lane to La Reserve including a continuous right-turn lane in the SB direction. g ■ To widen First Avenue to 2 lanes in each direction. ■ To widen Pusch View Lane to 2 lanes in each direction. to the NB ■ To add dual left-turn lanesapproach at the Oracle Road/First Avenue intersection. to the NB • To add dual left turn lanes approach at the Oracle Road/Pusch View Lane intersection. at the Oracle • To add dual left-turn lanes and a right-turn to the EB approach Road/First Avenue intersection, • •i 1 • • a .\ 30/2003 2I2e\00\CIvIn0r00Mf.dgn .. • 7. • . . ... .,.,, • • :, . ..:._ . _ , -, 11 ,1 1 .;;J....-.. ..ifi‘,• , D, •:,\ „„ ..,:, , . . ..,,,„• ,.../.. :.2 • ill OOofiNn RtR'1 /c �53 o18 11 I() ,) n 22 am m -0- �0 d 1111L `t'} - i m 000 m� h' '�/ rn -- R --, rl :,- Z, r—, , A A ', k Z o--i . i k 1 i . _—#;,:,0111//ilf; .rn N n' mz it r 1•,/, 1� . ,,,,;- rn . \ - ti3 ,./ /.); " A l • a '► 1 /\ / 'I 1-4 III if. ,/ {.fir // � 1 I✓ -N / , ,. 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I n ,1'. 11 1 D g I �I I II II ® R / l a r / i,.,,,..__ . . _.._.irr,18;1 1,i . . ...,. :,.. ii • ) ._ -' A '71 j 1i(1 @ i z l LA RESERVE 1 (- -/.3 / . M a l 11 g 11I �,,� . 1, . II i ' ill',!•---,‘ - J''' i,c� i3�.t 1. r� igialN _ ritt Ts 1Z area 1 13 \\ V;Z !� it9t H,4iy I i e t t_— t ti'l LEY BLVQ•-.=_ N 8I JANSEN.PF.TOWN ENGINEER TOWN OF ORO VALLEY PUBLIC WORKS•DEPARTNEIVr r,F: -, ) ORACLE ROAD IMPROVEMENT DISTRICT N0.` REVISION DESCRIPTION DN,/SECT.ENOR, GATE / , , pES10NED KTT 6/3 EXHIBIT 'B'. MAP OF DISTRICT %.,:,. • •' ct�o►cEo " '. PRQJ.EN TOWN OF ORO VALLEY \ ;a '; PIMA COUNTY.ARIZONA _ .1",'' • 2. Existing Conditions • Oracle Road (SR 77) - four-lane divided north/south roadway in the vicinity of the Oracle Road (SR 77) •� a two way, This section of roadway also includes an exclusive Oracle Road Improvement District (ORID). SB right-turn lane from First Avenue to Pusch View Lane. SR 77 originates at I-10 via W. • Globe, Arizona. Oracle Road is the main connection between the Miracle Mile and terminates in City . the Town of Catalina, the City of Globe, the City of of Tucson, the Town of Oro Valley, Pusch View Lane, First Avenue and Florence and the White Mountains. Oracle Road intersects La Reserve within the ORID. • Pusch View Lane View - two-lane east/west roadway, which terminates just west of the Pusch Lane is a two-way, Lane currentlydoes on the south side of the roadway). Pusch Viewapartment complex (located wash and connect to Lambert Lane. The construction plans are not extend across the CDO to • developedto construct a new bridge across the CDO Wash and connect currently being approach to the intersection with Oracle Road, consists of two NB left- ht-turn lane. There is also one WB through lane. The NB Lambert Lane. The EB and SB SB right-turn lanes and one g approaches to the intersection with Pusch View Lane, consists of two through lanes and an exclusive left-turn lane. • First Avenue First Avenue is a two-way, two-lane divided north/south roadway in the vicinity of the ORID. First Avenue transitions into' ' Rancho Vistoso Boulevard north of Tangerine Road. The EB with Oracle Road consists of a left-turn lane, a through lane and a approach to the intersection of a single lane The WB Approach to the intersection with Oracle Road consistsg right-turn lane. PP for left-turn movements, through movements, and right-turn. movements. The NB and SB approaches to the intersection with First Avenue, consists of two through lanes, an exclusive left- turn lane and an exclusive right-turn lane. • La Reserve Drive two-lane east/west roadway in the vicinity of the ORID. At its La Reserve Drive is a two-way, w into and out of intersectionOracle Road, the west leg of the intersection acts as a driveway with the Home Depot/Albertson's ' e otiAlbertson's shopping center. The EB approach to the intersection with Oracle • throughand right-turn lane, a though lane, and a left-turn lane. The Road consists a combination g with Oracle Road consists of a single in each direction divided WB approach to the intersectionto First by a short section of median. La Reserve Drive loops around to the south and connects in Avenue. At the T-intersection with First Avenue, La Reserve Drive continues in a southeasterly direction through a gated community. • Bicycle and Pedestrian Facilities served bySun Tran Route 162 — "Oro Valley Limited" and by Coyote Oracle Road is currently ll serves the Honeywell facility north of First Avenue. Oracle Road Run. Route 162 specifically �'`'�'very does not have sidewalks andwithin are a limited number of bus shelters within the study that all o f the trips accessing Parcels D and B and the Office area. Therefore, it was assumed Complex would be by automobile. 3 3. Average Daily Traffic (ADT) • (ADT) Oracle Road has own steadily over the past several years. The average daily traffic on gown . g can be directlyattributed to the number of the A large onion of that growth in the ADT. g p residential units being constructed in the Rancho Vistoso development and the Saddlebrooke . Town of Catalina. During the same period,the ADT on development as well as growth in the p of commercial and residential development in the area. First Avenue has also grown because and in researched inyears 1996, 1998, 1999,2000,2001,2002, The growth the ADT has been nstruction for Oracle Road can be attributed to different co 2003. The fluctuations in the ADT'sassociated how drivers reroute their trips to avoid the delays projects taking place in the area andOracle Road Tables 1 and 2 below list the ADT by year on both with the construction projects. Avenue. the ADTs on Oracle Road north and south of First and First Avenue. Table 2 shows onto in indicate that a number of SB vehicles (estimated at 1,500)turn right The ADTs Table 2 First Avenue for the Year 2003. The data was obtained from the Traffic Volume Maps prepared by the Pima Association of Governments. TABLE 1 ORACLE ROAD —ADTS BY YEAR Roadway ADT by Year 2001 2002 [ 20O3 1999 2000 1996 1998 Oracle Road 29,800 47,500 43,400 43,400 27,800 28,600 48,800 —south of First Avenue )6 600 14,200 21,400 21,400 21,400 First Avenue 10,800 16,600 , —west of Oracle Road TABLE 2 ADTS ON ORACLE ROAD —NORTH AND SOUTH OF FIRST AVENUE Year Oracle Road ADT-North of First ADT- South of First Ayenue._ Avenue 199830,800 47,500 43,40043,400 1999 43,400 27,800 2000 2001 27,800 27,800 2002 28,600 28,600 - 2003 50,300 48,800 4 4. Existing Traffic Engineering Reports As part of the research for this Summary of Findings Report, a search of the public records in the Town of Oro Valley was conducted to identifytraffic engineering reports associated with the vicinityof the ORID. The search revealed that there were twelve (12)traffic development in the engineering reports on file that are associated with the development. The Traffic Engineering completed in variousyears bya number of Civil Engineering consultants for Reports were various agencies (ADOT and the Town of Oro Valley) and different developers. Table 3 below gives a listing ofpo the report bynumber, the title of the report,date prepared, prepared for,and prepared by. Definitions for the reports • Rooney Ranch was original the i inal name of the development currently owned by the Barclay Group. • — contains the Fry's store and the Target store and various commercial Parcel D rY developments alongthe west side of Oracle Road from Pusch View Lane to First Avenue. p • Parcel B —contains the Home Depot,the Albertson's store,the Osco drug store and the Bank of America.erica. Currentlythere is a Big 0 Tire store and another retail space under construction at the north end of this parceL • —contains the Office Complex south of Pusch View Lane. Office Complex mP TABLE 3 SUMMARY OF REPORTS Report Title Date Prepared For Prepared By No. 1 Rooney Ranch Center (Parcel B 8/27/98 Barclay Group PFS Traffic and D)Traffic Impact act Analysis Engineering Report—Revision 1 2 ImpactStudy Traffic for the Oro 4/3/02 The WLB Group DMJM+Harris Valley Town Center Development 3 Traffic �P. erational Analysis 5/23/03 ADOT Aztec Report--SR77—Calle Concordia to Tangerine Road 4 Project Proect Assessment SR77 — 12/1/03 ADOT Aztec Calle Concordia to Tangerine Road mp 5 Oracle Road Improvement District 2/28/03 RS Engineering DMJM Arizona —Traffic Analysis 6 Fust Avenue—Lambert Lane to 9/20/01 Oro Valley Catalina Tangerine Road—Final Traffic Engineering Engineering Report 5 • — Oro ValleyRS Engineering 7 Draft Design Concept Report2/22/03 First Avenue—CDO Wash to Tangerine Road 8 Allocation Methodology Report e rt 10/25/00 Oro Valley RS Engineering Project: Oracle Road Improvement District 9 Oracle Road Improvement District 5/1/03 Oro Valley RS Engineering Presentation 10 Oro Valley DPW Interoffice 8/14/98 Oro Valley Oro Valley Memo—Meeting on Rooney Ranch Development Traffic Issues 11 CLA Memo RE: Traffic Impact 10/11/97 Oro Valley CLA Analysis—Rooney Ranch Center 12 Rooney Ranch—Parcel D— 11/3/92 Canada del Oro BRW,Inc. Proposed Fry's Shopping Center— Partners Traffic Impact Analysis Expected Trips As indicated above, there were a total of twelve (12) traffic engineering reports that were • The majorityof the reports dealt with impact of a proposed reviewed and summarized. development on the surrounding ing roadway system.stem. The impact is based on the number expected ed the ro sed land use. Each designated land use (residential, trips to be generat industrial,by proposed the site. The office, etc) will generate vehicular trips to and from commercial, . use latest the TripGeneration Manual published by the Institute of accepted practice is to . • eers to calculate the expected trips based on the designated land use. The Transportation Engin xpec ' Peak provides data about the trip generation rates for daily trips, AM Trip Generation Manual are then • (7-9and PM Peak Hour trips (4-6 PM). These trips generation ratesHour taps AM) multiplied by the trip generation factors for each designated land use to determine the expected trips. .i ,j 6 5. Driveway Counts trips accessingthe development within the ORID, driveway In order to determine the actual . Drivewaycounts were taken for two 24-hour time periods. Driveway counts had to be taken. , and Tar et sho in center), Parcel B (Home Depot and Albertson s counts for Parcel D (Fry'sg shopping • • Office Complex (south of Pusch View Lane)were taken on February 3, shopping center) and the mp PP g 4, l 0, and 11, 2Q04. There were a total of sixteen (16) driveways accessing Parcels D and B and . e Fi ure 2 for a location map of the driveways and driveway number. the Office Complex. Se g Driveway Counts—Parcel D nine 5 throe 13) accessing the site. Three of a total of (9) driveways � .Parcel D has . .11-13 access the site from Pusch View Lane and three driveways the driveways (Numbers ) (Numbers 5-7) access the site from First Avenue. There are three driveways (Number 8-10) that Oracle Road. The Tuesday, February 3, 2004 driveway totals for Parcel D access the site from � • are shown in Exhibits A and B and the Wednesday, February 4, 2004 driveway totals for Parcel Exhibits C and D. Exhibit E shows a graphical representation of the number of D are shown in vehicles coming in' and out of Parcel D versus time. Please note that in Exhibit E the Peak Hour volume occurs during the 11:00 AM to 2:00 PM time span for both days. Again this trend is typical of most shopping centers. For Parcel D, 33% of trips accessing the site use Pusch View Lane, 37% use First Avenue and 29% use Oracle Road. Driveway-Counts—Parcel B total of four (4) drivewa s (Numbered 1 through 4) accessing the site. Two of the Pai-celBhasaY . • (Numbers access the site from Oracle Road and two driveways (Numbers 3-4) driveways 1-2) access the site from om First Avenue. The Tuesday, February 10, 2004 driveway totals for Parcel B Exhibits F and G and the Wednesday, February 11, 2004 driveway totals for are shown in Parcel B are shown in Exhibits H and I. Exhibit J shows a graphical representation of the number of vehicles coming in and out of Parcel D versus time. Please note that in Exhibit J the Peak Hour volume occurs duringthe 11:00 AM to 2:00 PM time span for both days. Again this ismost shopping centers. For Parcel B, 61% of trips accessing the site use First trend typical of PP g Avenue and 39%use Oracle Road. Driveway Counts—Office Complex The Office Complex has a total of three (3) driveways (Numbered 14 through 16) accessing the • driveways (Numbers 14-15) access the site from Pusch View Lane and one site. Two of the y driveway (Number 16) accesses the site from Oracle Road. The Tuesday, February 10, 2004 driveway totals for the Office Complex are shown in Exhibits K and L and the Wednesday, February 11, 2004 drivewaytotals for the Office Complex are shown in Exhibits M and N. • a graphical.representation of the number of vehicles coming in and out of the Exhibit 0 shows g p versus time. Please note that in Exhibit 0 the Peak Hour volume is spread-out Office Complex throughout the day from 8:00 AM to 4:00 PM time for both days. For the Office Complex, 93% of trips accessing the site use Pusch View Lane and 7% use Oracle Road. 7 summaryof the Total Daily Trips, the AM Peak Hour F—These Exhibits are in Appends A. A ' Parcel D, Parcel B, and the Office Complex are tabulated s and: the PM Peak Hour Trips for P in Table 4 below. TABLE 4 SUMMARY OF ACTUAL TRIPS Tuesday Wednesday Average - Parcel D Total Trips 20,290 20738 20,514 AM Peak Hr Trips 884 853 869 PM Peak HrTrips 1742 1872 1807 � ParcelB Total Trips 13�891 13,609 13,750 1 - - 756 Peak Hr Trips 72.5 787 AQP � 1147 Hr Tri 1176 1117 PM Peak Trips Office Complex _ 1 891 Total Trips 2,487 1,295 86 Peak Hr T 98 74 AMP Trips � 122 PeakHrTriPs 119 124 PM Parcel D—Breakdown of Trips by Driveways ° trips use the driveways on Oracle Road to access Parcel D, 33% of As stated above, 29/o of the y . was on Pusch View Lane and 3 7% use the driveways on First Avenue. the trips use the driveways D via a distribution, 62% (33% + 29% = 62%) of the trips access ParcelBased on the drivew y � the average dailytrips of 20,514 vehicles accessing the site, 12,719 Oracle Road. Therefore of rag ° Parcel D, the total dailytrips of 12,719 vehicles represent 26% of use Oracle Road. For Par(62%)the average daily traffic on Oracle Road south of First Avenue. The ADT on Oracle Road south � 12 719 / 48 800=0.26. of First Avenue is 48,800 vehicles. Therefore, , ' vehicles accessingParcel D, are expected to use First The balance of the remaining 7,795 ' of 7 795 vehicles represent 37% of the average daily traffic on Avenue. The total daily trips p Road. The ADT on First Avenue, west of Oracle Road is 21,400 First Avenue, west of Oracle vehicles. Therefore 7,795 /21,400=0.37. Parcel B —Breakdown of Trips by Driveways trips use the driveways on Oracle Road to access Parcel B, and 61% As stated above, 39% o f the y Avenue. Therefore of the average daily trips of 13,750 vehicles use the driveways on First . • (39%) use Oracle Road. For Parcel B, the total daily trips of 5,363 accessing the site, 5,363 . • 11% dail traffic on Oracle Road north of First Avenue. The vehicles represent of the y ADT on Oracle Road north of = First Avenue is 50,300 vehicles. Therefore, 5,363 / 50,3000.11. ..1 9 • accessing balance of the remaining 8,3 87 vehicles a g Parcel B, are expected to use First 8 3 87 vehicles represent 40% of the average daily traffic on Avenue. The total daily trips of P First Avenue, west. of Oracle iRoad. The ADT on First Avenue, west of Oracle Road s 21,400 vehicles. Therefore 8,387 /21,400= 0.40. Office Complex—Breakdown of Trips by Driveways use the driveways on Pusch View Lane to access the Office As stated above, 93/� of the tripsX complex and 7% use the driveways on Oracle Road. Therefore of the average daily trips of 1,891 vehicles accessing the site, 100% access the site via Oracle Road. For the Office of 1 891 vehicles represent 4% of the average daily traffic on Complex, the total daily tripsp Oracle Road south of First Avenue. The ADT on Oracle Road, south of First Avenue is 48,800 vehicles. Therefore, 1,891 /48,800=0.04. Total Trips on Oracle Road and First Avenue Office Complex accessing the sites The total daily trips for Parcel D, Parcel B, and themp via Oracle Road is 19,973 (12,719 + 5,363 + 1,891 = 19,973). These 19,973 vehicles represent 40% of the average daily traffic on Oracle Road. The ADT on Oracle Road is 50,300 vehicles. Therefore 19,973 / 50,300=0.40. The total daily trips for Parcel D and Parcel B accessing the sites via First Avenue is 16,182 182 . These 16 182 vehicles represent 76% of the average daily traffic on (7,795 + 8,3 87 l 6, ) � First Avenue. The ADT on First Avenue, west of Oracle Road is 21,400 vehicles. Therefore 16,182/21,400=0.76. Summary of Reports PFS Traffic Engineering,The report prepared for the Barclay Group by ng , Inc., August 27, 1998 g predicts No. 1)most accurately the actual trips for Rooney Ranch Center Parcel D (Fry's and Target shopping center) baseddriveway on the counts collected in February 2004. The PFS. Traffic Engineering report predicted �that the expected Daily Trips (less the internal trips) would on the actual two-daycount of the driveways accessing Parcel D, the average be 23,719. Based daily trips areTraffic 20,595 vehicles. The PFS Engineering report also predicted the expected • Peak Hour 7 — 9 and the PM Peak Hour (4 — 6 PM) to be 812 and trips during the AMP ( � respectively. The actual AM and PM Peak Hour volumes, based on the driveway 1,875 vehicles, respec y 3 and 4, 2004 are 833 and 1,688, respectively. See Table 5 below for counts taken on February trips comparison of the t s from the PFS Traffic Engineering Report to the actual driveway counts for Parcel D. 10 TABLE 5 COMPARIS1ON OF EXPECTED AND ACTUAL TRIPS FOR PARCEL D gp E ected Trips Actual Trips 2/3&4/04 Difference _ AM Peak Hour(7-9 AM) 812 833 + 21 M 1,875 1,688 - 187 PM Peak Hour(4-6 P ) Daily Trips 23,719 20,595 - 3,124 Based on the driveway counts for Parcel D taken on February 3 and 4, 2004, the AM Peak Hour for the development occurs between 11:00 AM and Noon and the PM Peak Hour occurs between Noon and 1:00 PM. There are a total of 1,878 tripsduring this AM Peak Hour and 1,945 trips o thistotal for the two-hour period is 3,823 trips. That is 18.6% of the total PM Peak Hour. The • two-hour period. This Peak Hour between 11:00 AM and 1:00 PM closely daily trips during this resembles the standard peak hour for shopping centers. i 11 } 1 6.Pass-by Traffic roadway)will provide a significant percentage of Pass-by traffic(traffic already on the adjacent ro y) the commercial development's traffic. Available Institute of Transportation Engineers(ITE) data, as published in the Trip Generation Handbook March 2001, Chapter 5, suggests that pass- by trips can be considered for shoppingcenter PM Peak Hour only. The average pass-by trip percentage for a shopping center duringthe PM Peak Hour is 34%. Thus, 34%of then PM trips in or out)for Parcel D and B are from pass-by traffic. Pass-by • accessingthe driveways (either defined byITE, are made as intermediate stops on the way from an origin to a primary trips, as c sin the site • a route diversion. Pass-by trips are attracted from traffi pas g trip destination withouto f • roadwaythat offers direct access to the shopping center. For example, on an adjacent street or o • in or out)Parcel D duringthe PM Peak Hour(4-6 PM), 34%of the 1,875 trips accessing(either trips) are trips s alreadyon Oracle Road and First Avenue and 1,237 trips are the trips(638 Pmade for • related to the shoppingcenter. Primary trips, as defined by ITE, are trips primary trips accessing in or out)the shopping center. See Table 5—Summary the specific purpose of of Pass-by Trips for Parcelstrips D and B for a breakdown of the pass-by trips for Parcels D and B. TABLE 5 SUMMARY OF PASS-BY TRIPS FOR PARCELS D AND B Parcel D Parcel B AM Peak Hour PM Peak Hour AM Peak Hour PM Peak Hour 869 1,807 756 1,147 Total Trips Pn •mary Trips 869 1,192 756 757 to the Shopping Center Pass-byTrips390 to 0 615 the Shopping Center - willpercentage of the office complex's traffic. Accordingto ITE, pass-by traffic provide a zero pe tag eneration Handbook March 2001, Chapter 5, Available ITE data, as published in the Trip G suggests that pass-bytrips are a non-issue for office complexes. • Pass-by Traffic on Oracle Road —Parcel D Driveways, 62% of the trips access Parcel D As stated previously in the Breakdown of Trips by via Oracle Road. The total PM Peak Hour Trips is 1,807. Therefore, 62% of the PM Peak Hour trips (1,121 trips)use Oracle Road. Of these 1,121 trips, 34% or 382 trips are pass-by trips and the balance (739 trips) are primary trips to and from Parcel D. Pass-by Traffic on Oracle Road—Parcel B • Trips byDriveways, 39% of the trips access Parcel B As stated previously in the Breakdown of p Y } via Oracle Road. The total Peak Hour Trips is 1,147. Therefore, 39%of the PM Peak Hour trips 12 • l trips, 34% s are pass-bytripsand the use Oracle Road. Ofthese448 or 153 tip(448 trips) —Summaryof Pass-by trips) aretrips to and from Parcel B. See Table 6 y balance(295 primary Trips on Oracle Road for Parcels D and B. TABLE 6 SUMMARY OF PASS-BY TRIPS ON ORACLE ROAD FOR PARCELS D AND B Parcel ce D Parcel B AM Peak Hour PM Peak Hour AM Peak Hour PM Peak Hour 8691,807 7.56 1,147 Total Trips Adjusted Total 539 1,121 295 448 Trips for Oracle Road 295 Primary Trips 539 739 295 to the Shopping Center 153 Pass-by Trips to 0 382 0 the Shopping Center 1 - 13 • 7. Oracle Road--Capacity The on Oracle existingADT Road is 48,800 vehicles a day between First Avenue and Linda Vista. See Figure 3—Location Map. This is data taken from the 2003 -24-Hour,Two-Way Volumes of Average Weekday Traffic maps. As stated previously, Oracle Road is a two-way, four-lane north/south roadwaywith an exclusive right-turn lane in the vicinity of the proposed development. Using the Florida Department of Transportation Guidelines, a two-way, four-lane roadwaywith a Class I Condition has the capacity of 35,700 vehicles a day at LOS D. 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' ...... , s. .. • 8. Conclusions ParcelD Parcel D is the Fry'sTargetshopping • and center site. The average daily trips accessing Parcel D isaverage dailytrips accessingParcel D via Oracle Road are 12,719 vehicles. 20,514. The �g vehicles These12,719 v 'cles represent 26%of the average daily traffic on Oracle Road south of First . Avenue. The average dailytraffic on Oracle Road south of First Avenue is 48,800 vehicles. accessing Parcel D, expected to use First The balance of the remaining 7,795 vehicles acce gare Avenue. The total dailytrips of 7,795 vehicles represent 37% of the average daily traffic on o First Avenue, west of Oracle Road. The ADT on First Avenue, west of Oracle Road is 21,400 vehicles. Therefore 7,795/21,400=0.37. Parcel 13 Parcel B is the Home Depot and Albertson's shopping center site. The average daily trips accessing Parcel 13 is 13,750. The average daily trips accessing Parcel B via Oracle Road are 5,363 vehicles. These 5,363 vehicles represent 11% of the average daily traffic on Oracle Road north of First gdaily Avenue. The average traffic on Oracle Road north of First Avenue is 50,300 vehicles. of the remaining8,387 vehicles accessing Parcel B, are expected to use First The balance Avenue. The40% total dailytrips of 8,387 vehicles represent of the average daily traffic on First Avenue, west of Oracle Road. The ADT on First Avenue, west of Oracle Road is 21,400 vehicles. Therefore 8,387/21,400=0.40. Office Complex The Office Complex is the office complex lex site south of Pusch View Lane. The average daily mp trips accessing in the Office Complex via Oracle Road are 1,891 vehicles. These 1,891 vehicles represent 4% of the average daily traffic on Oracle Road south of First Avenue. The average daily traffic on Oracle Road south of First Avenue is 48,800 vehicles. Total Trips on Oracle Road and First Avenue dailytrips for Parcel D, Parcel B, and the Office Complex accessing the sites via The total (12,719 Oracle Road is 973 19 + 5,363+ 1,891 = 19,973). These 19,973 vehicles represent 40% of the average dailytraffic on Oracle Road. The ADT on Oracle Road is 50,300 vehicles. Therefore 19,973 / 50,300=0.40. The total daily trips for Parcel D and Parcel B accessing the sites via First Avenue is 16,182 8 0',795 + ,387 = 16,1 82). These 16,182 vehicles represent 76% of the average daily traffic on First Avenue. The ADT on First Avenue, west of Oracle Road is 21,400 vehicles. Therefore 16,182/21,400= 0.76. .j 16 Summary of Re orts -------- 27, 1998 eared for the BarclayGroup by PFS Traffic Engineering, Inc., August Report No .1 prepared (Report No. 1) most accurately predicts the actual trips for Rooney Ranch Center Parcel D(Fry's ter based on the drivewaycounts collected in February 2004. The PFS and Target shopping center) Traffic Engineering report predicted dicted that the expected Daily Trips (less the internal trips)would �P on the actual two-daycount of the driveways accessing Parcel D, the average be 23,719. Based daily trips are 20,595 vehicles. The PFS Traffic Engineering report also predicted the expected hi � • Hour (7 -9and the PM Peak Hour(4- 6 PM) to be 812 and taps during the AM Peals AM) 1,875 vehicles, respectively.. The actual AM and PM Peak Hour volumes, based on the driveway counts taken on February 3 and 4,2004 are 833 and 1,688,respectively. ■ Pass-by traffic only affectedaverage the dailytrips accessing Parcel D and B for the PM Peak g Hour. Pass-by trips were not applicable for the Office Complex. 1 • • 17 APPENDIX A EXHIBITS-A- O Exhibit A ROONEY RANCH CENTER PARCEL 1) PERCENT OF DAILY INCOMING TRAFFIC BY ENTRANCE TUESDAY FEBRUARY 3,2004 Entrance 5 6 7 8 9 10 11 12 13 0A, IN5 /° 19 /° 13% 8% 18% 3% 27% 5% 1% 1308 809 1826 349 _2772 507 103 iiVol 523 1942 66 51 55 16 104 20 17 7-9 AM Peak Hr Vol 53 89 4-6 PM Peak Hr Vol 39 140 98 58 148 37 261 63 12 True Peak Hr Vol True Peak Hour 9.30 11�� 1232 151 107 203 37 280 63 22 • :00 11:15 11:15 9:45 4:00 3:30 4:15 8:15 AM AM AM AM AM PM PM PM AM to to to to to to to to to 10:30 Noon 12:15 12:15 10:45 6:00 4:30 5:15 9:15 AM PM PM* AM PM* PM PM AM * = More than one peak hour period had the same volume -:.,;roe..,..,, .....,.._ ...„.-z... ,-..... • ....:-..•-.......iii, ---.- .„-_,::.,,,,:.„,„..-:...-.-- .1,•::-...-k..7,...,:----.-•... .. .......,....I.,..4... .. . .-... .......•••=7-t,' -`.;A- •' •.-f? %.: - • T ii /` •4 `r.t J!".4•:,-.. - L� w ,- lY ',.-‘1 _,,'• %l • :e.i--5...-_: -'IVO /�,'t_ ,s<'..-�,,�• •;s.�i,�1�i ,__- i�`�•.j-r�1. ��`r. ..• _ �. �. .. 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'-' t 'S' I' !••••-i..."..:44-`•:•- •h `,1 , .:.� a : • a.r• _' tI �. �� r...-.-�‘ R•��i��•er�'!:''-}�:s• Er �.• �.-� � �r� _s • .►•�1L• ..: i I Exhibit B ROONEY RANCH CENTER PARCEL D PERCENT OF DAILY OU TG OING TRAFFIC BY ENTRANCE TUESDAY FEBRUARY 3,2004 Entrance 5 6 7 8 9 10 11 12 13 Vo OUT 1% 24% 12% 3% 11% 9% 29% 9% 2% 331 1093 922 2989 880 208 _ 1168____ l g 18 42 65 150 34 7_9 AM Peak Hr Vol 8 55 _ PM Peak Hr Vol 111111 14 227 117 25 88 61 248 88 18 4 6 128 71 289 99 27 Peak Hr Vol 18 True 227 132 40 10:30 3:00 11:30 11:45 8:30 5:15 4:30 12:30 11:15 PM PM AM AM AM PM AM AM AM True Peak Hour to to to to to to to to to 6:15 5:30 1:30 12:15 11:30 4:00 12:30 12:45 9:30 PM* PM PM PM AM PM PM PM AM * =More than oneP eak hour period had the same volume • 3,r,-, �7 •iS,jfl'.�-•i_� .': ^e ms^- Vrec-..«,rttrI*,..'"� ' 2 - . , iG.; ifj -�''.'raR' .2.�',e,',- •.. •' 1` f�� ' ,:.•a=' : ,.CA'r .s• • •l f !Y• t j�ff_.„..,.• .f t• -i- t. 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F �!f. i Exhibit C ROONEYRANCH CENTER PARCEL D PERCENT OF DAILY INCOMING TRAFFIC BY ENTRANCE WEDNESDAY FEBRUARY 4,2004 9 10 11 12 13 5 6 7 8 ° o % Entrance ° 17% 4% 28% 5 /0 1/o 5% 19% 13% 9 /o IN 24 ]805 401 2858 480 94 Total Vol 486 1964 1352 9 - -- -- -7-9 AM Peak Hr Vol28 102 13 9 46 71 74 43 61 33 286 � 64 34 199 126 63 148 4-6 PM Peak Hr Vol 46 301 64 11111 53 217 150 128 194 True Peak Hr Vol 3:00 12:15 4:30 5:00 9:15 3:15 11:30 11:30 10:45 AM AM PM PM PM PM AM PM AM to to True Peak Hour to to to to to to to 11:45 4:00 1:15 5:30 6:00 10:15 4.•15 12:30 12:30 AM PM 1 PM AMPM PM PM PM PM .{rr i•• • -- 1_�� or-• ..ji .ç, �;5 :,- t, n r � Ys . t•..tera' y� 7 �TEdfyr_,00 i'.c y.e - .a. ''r� '�'"1.1 � " •i•A ms:-,t, .,:•1,.• _-I: - F`• +, `-:s„r�� :i}�. _��r.• e. ,T `••• .{1 I :-S1 •• • :3 •„NA. ,• _„.........t,.,. •P ��'•.� •+�:• ; ••.•:. 'i t -, f�� '.• .•f• to%':f11-li".-...,•t r moi- `t:,l*• 3-•� .� IP:" ,;�•� �•. ON . 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M:` -i4 s•...3.•:-r/'�. •-t "l'.• Exhibit D ROONEY RANCH CENTER PARCEL D � PERCENT OF DAILY OUTGOING TRAFFIC BY ENTRANCE WEDNESDAY FEBRUARY 4,2004 8 9 10 11 12 13 Entrance 5 6 7 ° o 11% 3% 9% 10% 29% 8% 2% Vo OUT 1% 25% 354 977 1079 3039 _ 881 _ 186 Total Vol 112 2573 1173 _ ---- - ---- 28 40 75 149 27 15 Peak Hr Vol 225 111 30 18 8 47 17 7-9 AM 77 73 264 • 89 4-615 Peak Hr Vol PM Pea Vol 18 238 128 44 107 88 319 94 26 True Peak Hr 3:3p 12:15 12:45 5:45 4:45 3:00 2:30 11:00 10:45 AM PM PM PM PM PM PM PMto True Peak Hour to to to to to to to to 4:00 Noon 11:45 4:30 1:15 1:45 6:45 5:45 3.30 PM* PM PM AM* PM PM PM PM * =More than one peak hour period had the same volume d r :-- ,..-•-':'� ms's. 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St:ZZ : E U SI:IZ -•� St:6I a� V 51:81 O Si•9I ______,....M111.1=1- 111 . ..„MI -..... 9.1 ez - - Sm aa E-1 WI.---Mill= gt:°I 1111111=1 - - , iii SI:6 ""1111M„ St:L I: SI:9 • SI:£ • St:I -. 51:0 in p in O in c) in 0 in O sai'!gaA Jo.iagwnN 1 i 1 1171K4115; a STATE ROUTE 77 (ORACLE ROAD) CALLE CONCORDIA TO TANGERINE ROAD DESIGN PROJECT NEWSLETTER ADOT SPRING 2005 N RoadwayDesign :,, 4,.,: ,:'.�'•, ,:,:z•�).:,., f .'�, ,,_, � ,• ,, �' v'y4 r «rv�R " ;T `�`��,` yam .,y.:+ b , i� �'��,aj�"`}]���� •�=:F. •.= =•l'�_ -fi• r' .. rlr����5, Improvements �� ,� : .; . , -,-,. rovement ,.ti 3 t: •c- : �; ::, , . , , , ,. � � � ��.��••a��� 4i� '-'�Z=F.-•1G•.,1'::�,'- i.7 :r_ 1_�"r•.., `��•��•.y�k ..Imo•. -Y �• forOracle Road _p:,,: . , �' =�'�•£,,,ti• _ y,'F.ry,L Y?.fj' ;,_F.!•:.r.. -, r y4h�},;,A ,.•► �•�'.`••�'iJ Z ���J••. '«r .-i �I�-+�• �,�Jy.•a• �F�•t 1• i. .�� 4•�.CT's �,_P.•''�vl� ,s�._ �rrr, �+ • � 't= The Arizona Department of .�-, -, ,•=.,:Jt,...-':.a . --..�,t,,✓ r,=r 1,:�. :x.' ;'^. ;,t�fy_:. Transportation(ADOT) is currently t � , =; � �124::-Z§,,,,...)-(:,14,_-„, :.e, a'�;•r••�* ,N 1`,: *• :.'• roadway designplans to -.Ve-- ;'L �t:K�►::si .'„ zil., r, ,�r,'E w s! >'•,' preparing roa y g .: . :7,..r_. .-VF2.*. •', i2r:r,, ;, ,�- ti{• r 4.( ,: ,., t :�4,-;.`,•. State Route 77 (Oracle Road) •y_,.. "' • �i;tr "”' ' ''"': •!,??; .•i', i•n " widen ,;.•,,,w.��r,;� ••�""i ~-:; : ,:��;. • 'r . • r;.. �. :: ,: i •i•`R- �.i �,�..r��..X t �• l:.• r .�(r�1�•.��a, i•i.i\" f•:ry:r.: Concordia and Tan Brine , . _- �' :�T .�..K. ,� ,-,, .� �. �-,r,.�-r. �:>.=•�r x� ;J., t� •_•: _ Calle g ........:,,,...;;;,!:::,•,:•,..:,.:.v:�,.,;,i.: .: � ..:-'. ..::�f• . �,: . n;��'.,.;t:.�.,,. between ._,,:•����::�:. r, :�L.:,_�� ;,.;�;:;�..ti�:��=.�:'.. .��;,. ��.�- ;. .f...: ,. tea i a•At �. -•`T . ..r....,. design calls for the road `���� _ ' d.The y :� � .^.:.�_ '�:.� ,r.,...r.;_:�•r.t�� �*.i.'.,•1•,;.',,- �• : •,'s�idR-�?I•'�=� -�Y'.ii••.�+`►�iti.-:l�`'7•:/'`.s� •- •�,:• �' ':','•.'.,':::',:-,.,.q.••.:•=,..711--.'..--,, a a..'�'..-� '▪ •:_v`!S:'� to be widened from four lanes to six .,4�,�,�.f..,..t• y Wit..;7'�•o :r :-r?. . •.- '�} :,-' traffic flow and safe • ;-:t: .: r�..t-•;...V.,J.-,�,t4, K:; ..'.,: ..-......,:,,,:,.--.2%;f....-,..,....,..,..,,..:...:.. lanes to improvety. ,..,..,,,..--.--7:.•-.•_:,f,•:-..-,-$.-, :q.r: <:, • - - . a • •' The ADOT project will tie into the •;. <.' :?__= .c:. =. •- i•-,--r-..., . - . `:' - .:•• .:• r t.`+ t:.�)=1r. 1•A-� ,•� �.'• /�t�1, fi ��r.f•b•. .........,,i,,.:4-,.::,;,.....„_� . � Town of Oro Valley's construction =• ' "" '.•--:...---.... f, View Lane and r 1.3:. '`,7(:''t . ... �r. _,. project between Pusch "=;�5 :�`�.'. = , �,t d•`~s.'!ate La Reserve Drive to complete the g -�, .Y.• if • •" � '` ..sem• �"•�v '� ';,• •t--.••• •_ �, wideningofOracle Road to six lanes -.,71-i...•.,./� •• _ 11 , upto the Tangerine Road intersection, :•'''3.: :: .1:.'''. s' '•:•1;# - :/fir •,• .y t7:•'tai,,: 7 •►.: .. .�e.,••.t� :::s..' .• .t • • • The ADOT roadway improvements will zr:c?:.`.`<<'t'� :; y:"� -'•'.:..�.. - __ ' .r. ':„.` • _'�_�” • : an additional 12-foot-wide tray- •. ',: 4 �=' ,� ���'-sz' . .. - ::...•... ~,•r.. i;••..:,. include �,. �• .,�� •.' :: .. . :., :: el lane in each direction, 10-foot-wide • :s*.'� •_i� :•_'�� ;�.,.: �,a '- =t :':_r _ • , A te ;-+t �-1ili. �v'•�' •i 4'••'''....*:**.:i.• .' .. shoulders and right-turn lanes at sever- .�,, �- : t�•; .• '',' •..':,..'::',.;:.:.:*-:".4`; .`.'•' *44 al intersections along Oracle Road. 1 : :s ,. ro N `-. •y, •.. '` _'� . •' • - :._. Other planned improvements include ,: 4-;.1,re,-4.1.1.70,,,,tr.:-:-..-&,........, ��yy -'� "' •`-,-• .-. ,,yu.,)��17CT.��, \ /. �.rt.•..•.w,,,..-it,, .':r•• �• • curb access ramps at the intersections and median landscaping. Traffic on Oracle Road near El Conquistador Way. The existing bridge over the Canada del Oro Wash will be widened toGO accommodate the additional travel lanes. A separate pedestrian bridge will be constructed west of the existing 5.saIE TANGERINE RD. �P CE bridge,and will connect into multi-use Qo• GA v."- 4" tr t/ Ft'` paths being planned by the Town of W C' pp4'�:.;:Ls'' Oro Valley. Z`r PALISADES RD. oQQ , cn Rte. �N The Town of Oro Valley currentlyz_P-1" is NARANJA DR. �o���-�'404511- R4'�ls�/ widening Oracle Road between Pusch d``,•=i Ftp View Lane and La Reserve Drive to six QP°�# 4 cr;''- AIR RESEARCH S lanes.For information on that project, ,f • -_�,�!' PARK please call (520)229-4712. eEa� . *`, :-�.` _, :gib Q � PUSCH'EW LH _ o • W • �, . 'r EL CONQUISTADOR WAYS. w E Project Schedule , LINDA VISTA BLVD. .o,... The design for Oracle Road is sched- uled to be completed in January 2006. Construction is scheduled to begin in ._4_ CALLE CONCORDIA - ADOT Design Project the summer of 2006. ac LL, iss Town of Oro Valley Construction Project acoHARDY RD � � Z ,...#11Wt. ..-,---,?,::,-7,,,,'-‘ ,..:,-,s;.7.0A.:_ka.AINA ',.I a � ! •i-�4'7T'r� ..�1 t `v''° fir^?` �, Contact information t: �t:y, ' '��`__ t�ids"r; ::fi.. ,i_i.,- ,. .,: �z, i .:�'i�:� =i .�.• - �•.�.;;� r..A;','��,:�a ADOT Project g �; ,'Al �x'��:��,.k;.�� � ��;,�,���;r,..�,�.-f�- Laurel Parker, Manager .' 4 `"" .'�"�� 620-5430 `�_<► ..{''`h �*�..-:;r.: a Phone:(5 20) i . ,-,^ r.-.-...4-t,; E-ma i l:Iparker@azdot.gov ice' .�' t � •!i •:p*5':.;'• "';'''•• Charlene Robinson,DMJM Harris Project Manager • • .�':a-,,,,,•r: 007 . Phone:(520) 88 I- E-mail:Charlene.robinson@dmjmharris.com ~`„-". Susanna Canizo,Gordley Design Group ..-F. , , .. .' Phone:(520) 327-6077 ---"=-1"::*.mill. E-mail:susanna@gordleydesign.com Department of rcepresentatives from ADOT and the Town of Oro Arizona Valley will be available to answer questions and address Transportation Open House concerns about the project.Display maps of the project `,... area will be available for viewing.People may stop by at Your input is needed on improvements to State Route any time between 6 p.m.and 8 p.m. 77(Oracle Road)between Calle Concordia and Tange- rine Road. The general public is invited to attend an For additional technical and project information,and to open house that will be held on Tuesday,April 26,2005. submit written comments,please contact Charlene Robinson,DMJM Harris, 1430 E Fort Lowell Rd.,Suite 200,Tucson,AZ,85719.Phone:(520)881-1007. Tuesday, April 26,2005 Fax:(520)320-0157. Written comments should be 6 p.m.—8 p.m. submitted by May 13,2005. Canyon del Oro High School South Gymnasium Americans with Disabilities Act(ADA):Persons with a dis- 25 W.Calle Concordia ability may request reasonable accommodations,such as a Tucson, AZ sign language interpreter,by contacting Susanna Cando at (520)327-6077 or susanna@gordleydesign.com.Requests should be made as soon as possible to allow time to arrange The Arizona Department of Transportation(ADOT)is the accommodations. designing roadway improvements for SR 77(Oracle Road) information about the open house,contact which include widening the road from four lanes to six For more _• 327-6077. lanes between Calle Concordia and Tangerine Road. Susanna Canizoat(520) ZZZI-09Z59 Zed elePsnooS 00191S IS 41LL N t►L651. dl 01 oN dno.ij Aelaieg i,i'l'iiiiil'l'pl•' 'I''I'iiii siiiiiiiiIiitIIII 11111 • .1.00'1Y 91 L58 Z`d`uosn1- -p^18 uoswnl•N 01SZ f' dnoJD u2isaO halp.mo op 91ZZ'oN*Wed • .101r Zed'uol Ordd aoVlSOd•s•n 018 laSad • „ ...,:,.,,,„.„,...„....-.;A;, . . r 3 r. >f•• I \ =-- _.S,:::^k;1� •�H.,:4.f ':`y} of�r 1i�•�•a. r • Tucson home sales hot. . . . • R � • ecor ear .: .r_ , ,/ ,1 :7:'� - . �,t.. �x_::� ,•gyp '��••f••: •tir.' ' ••j.i ,• .. �I'••w,r�c.. f7d�•.. •ti+.�:-�,..M1-4----14:7„,./.4.1".f-•-.,...-- : ii�'.f�.:'!' ••�• et +�•-•-_-.. ?tri ? - �•.- ». ..f^.�iT�a]t� s'•�••L.ti,;•,sty.. .w.. for markets �. I ,T 4...,! r. ,�..t•..,,_ . .0 ��i':2_r ...":- '' - : ;. •:wt••T_ . e•� . :.• ► . ce, - ktiiii44,_. 414 -:::-_-.1-1 es --.. 1,--i,,,,,-1.-,--''-- -...••_,L__•Y. . ........,.-• , ,f-N. -d. ,...,• .k.,.•,,..,_.. . in Arizona. - ..-,- ;!:,..,...., .--- -ki,..,,,,--1.._,,,,,,or,,..-.,„•-, ,,,---. • -:;.,...- .....,..„ 4:..„•,.._.4-4--,...,;;- 17.4. •... :J •� . . i ,Y ;• ..,..-7-f4,? •,,4%.t` 4e �% , 4:1,.......s:: 7,.maC7�•,,,� • r. ` S rrr jyi:! fu.ti - •;y • • � t ;.1p t.ff .-,---..744.,.'-',-41z ` � •�• ~?yar .tiw►- ! .191„.2,401„,„: 1�Tr :t..„an: . .,..... •ry,, FJs.ef •R�ttn.••- f•—.e ,,:1y .f � FyT:-.. r::Aj:;•, •• -, .i.r. i ` By • David Pittman .:E,•ti `st':1f ♦�;1�R ,E' .:,IAy;. •f -•z!.•t,•i?.�. yi '. ..+ i� •; • '�r,-I:.----, . z•1,- 'F_ 6. -,•.5 •,•• ...r.,-,•i, , { ,Lt::Tucson Citizen '-• '• •'•f1�t, � ,_•. 1 ice:• I.i ' . ..-••'.• },...� !a,.r. .,.•4 -•!j2► "� ,tea- T �w~ r• •� :•.• w 'r,X- .t •.'1'.. :;•}., ° • �= �.ma:.', .-.rre -T , • A fast-charging T1hcson .. .tit,..:t, . . •:-i: '•' d_ i_--iva Asoma•. w.4•:.. • ti. • real estate. market con- �: ,.• •-•:,-..--.:4;.,� .••• .. _�;;.. ._ .••.�”;�,�- 'irk��i 1-,_�•�r � - • tined to pick up steam to- ;rte}- =,-•-s::.�.., :p, ^4s -'���, »;�..: •,„'�"'•,. •• . ward the end of 2003,keep- f- .t: :lr'' •• -7.----;,-.--:-..- -k: - •� ..' record ''. s,..4.: .,-' lr_ 10`,.,- . - .` ,,, : .=; ';:- :•• -• ; s ing pacewith sales in .- _ .,• -,��,...n -,'� ',� ; � .. ._ � _ _., �.. ,, �.,. .. .•�,, ,• the -t ''. ; ;:.�.�-l�.�~R.r •-i• •,. _ - ,'•\_'a .y,..5y.4,--,y , '`4-.r --Ur:. Valley: err`' +�f ��+ s.:t w .a. `ai',,+ .4 �-,_p lhcson home prices are •...,,'(;.•i `r...�„ a'''. .r- :: • •---V.%--,� ,, r .5'- E1,P=;� ,,. J.vR- i. .ice.' %• ,.....-• ..-__... • • • ,r Ai✓-•..�. • ,A, '.O -, `.- al at all-time highs. --:__,•.:n�•�• :'•.. ...,..:..•. � •�_ •.�.v--=..-� ..:�::-� - .•- According to the Thcson ate- .i :.. .�,-_5 . .......7,-,---:..---,- ': a --=-. . - . Housing Market Letter the --7------..-•-• .. - `�'"�•--e a -".--v-.....;, :r:----• •. -..`S:,4.4 _ . •.;. -�• • .,_ �. - . median Dew-home sales •--,. . -• - ..,�. - ....._,.....--,..•.. .- • _ •- price that level at which • .....:-.-a• :..~ L a.• _ c'+c.... ?�_ _- -' -• half the homes sold for .:-:`.-or ! se''''''' ---7 `tei =r-r.;• -t\..:-.2.:.:-.7'1'7---:7-'...7. ...•:,---.._:.............-=2-: more and half for less,was • . P.K Weis/Tucson Citizen $172,201 in November, fast-growinOro Valley,along the northwest side of the Santa Catalina Mountains, nearly $13,000 more than helped fuel the Tucson area's record home sales in 2003. the same month in 2002. • The median existing in sight for the bullish real lag.data are in,new-home According to.the Tucson home sales price was estate run: The all-time closings will exceed 6,500 Association of Realtors' $134,700 in November, up yearly high for most single- for the year,about 200 more Multiple Listing Service, $4,800 from • November family building permits is- than the previous record set homes were on the market • 2002. sued had been surpassed in 2002. an average of 53 days in No- John Strobeck,publisher even before the December: Resale-home closings vember, a slight increase of the market letter and numbers have come in. reached 1,250 in November, over the SO-day average president of Bright Future There were more new- 48 more than in November during the same period in Business Consultants, said home sales in Ilbcson in No- 2002 Strobeck said sales of 2002. resale home prices through• vember than during any No- existing homes likely will In the Valley,the Arizona November 2003 have in- vember on record,and re- top 18,000 units for 2003, Real Estate Center at Ari- creased every month over quests for single-family which would break the high zona State University said prices paid in 2002. permits,a strong indicator set in 2002 by about 1,500. 5,540 resales were snapped "Generally,resale prices of future sales,also hit an There were 618 requests up in November, bringing (moved)upward at a more all-time high for the month for single-family building the total to 66,260. That's rapid•rate during 2003 as of November. permits in November, 131 well ahead of 2002's record the resale. market (con- The 664 new-home dos- more than during Novem- of 62,625,even with Decem- tined) to catch up to the Ings tally was the largest ber 2002. ber left to be counted. large price increases set by monthly total to date for the Strobeck.said 8,100 per- Valley housing starts new construction in 2001 year and was 130units more mits were issued during the stood at 39,921 through Oc- and 2002,"he said. than those registered in No- first 11 months of 2003,607 tober,housing analyst R.L. • • Besides price climbs, vember 2002. more than the 7,493 issued Brown said.That's ahead of • sales numbers also in-. Strobeck expects that during all of 2002,the previ- 2002's record of 38,914 per- creased.Mid there is no end when the December Nous- ous record year. rafts for new homes. • • •Tia ARIZONA Ruse C D4 WEDNESDAY.JANUARY 7,2004 • YALIEY&S?ATE -.ins ns use M Sasadl . w o iS Today's focus: � + ^1 ,._ hardInflation in the housing mint b hIttlog ., . Wid Oats.ear a lac-plans • ;_ The California Association • to renovate Its Thunderbird i - r—� ` estimates that only 23 percent d the store,e,1.3823 N.Town Blvd-, t state's households Can afford a Innovators and reopen it under a different ' '`. 1 median-priced home.With a 13 pant Tourism moniker and produce-focusedR 1 1 price increase predicted for Ws �.s..� retailing concept �, r only 29 percent will be obis b bet Nbric i iife 'Ibe Boulder Colo.-based chain of natural food stores will close the north Phoenix • store Jan.29 and reopen it as a Office upturn/' WAR-EnoW.U.EY°RICE MARKT Ma 2002 62003ii vacancy rate Henrys Marketplace in AMC, Cashman i Wasays ft sees en d 6fe in �eawC%rale bet tea _ Ellg es Wading vacancinicked company spokeswo[nsz]So4)a the Valley' kefields sting office noes &The b+olaera6e r l6 Me metro Phoenix industrial 7liitele said H�'3� .ts noted that over vara is days while nd • 22.8°'0+. •'; 22.1.. + • 192 ro• •,,. matte hast 1 But modeled after a farmers mar- absorption has dovbed absorp0on Is tire_ , t.... Cushman i VYais d said ket.A quarter of the store's amount d space lased compared wrth the amount 4...' `'-. `',.1 Cush vacancy ieTspe�or'bd • 28,000 square feet will be db- that went vacant Cushman i Wakefield sale y c ;r,•,„ Y�- 0.6 ='. Voted tD kyvwer-paced produce_ six d the 19 Valley st mekeb that A tracks meted ACC ___r , w •`., - ` • somewhat.with 2003.nate square l•net absthe Ca,with Mldoown(-36.80 a 9 p• late ercent vacancy The is the first Henry's ono- sg�iter)and the camettud,Corrid�om(-36.800 ?.td Sew. ��irwr.. �u•w•�•• Int�� . rept store outside California sem )the worst prlorm nes with 9.9 for Wild Oars.. Samar Cushman a%W ld troy erraba/lbe Nisi■.a.Pak percent at the erne of 2002 'This will be a big test for us,"'Ilutele said Based on the surrounding areas and retail landscape, the company fight this type of store would better Di the area. Scottsdale-basad Sprouts - Farmers Market,a store that's • similar to the Henry's, re- neatly eceatly opened nearby.Sprouts' • founders also created Henry's but sold it to Wild Oats before starting their Arizona venture. Wad Oats also is scouting the Valley for growth sites for future Henry's and Wild Oats Stores.'We plan to greatly ex- pand in the Phoenix area,"'i1u- tele said_ • rrrnrawl ieats.mei. - ARIZONA DAILY STAR: Thurs Page 1 of 3 ARIZONA DAILY STAR: Thurs.,April 21, 2005 Pinal ready exlodetoSouthernP Planned developments have NW worried about impacts, Oracle residents talking incorporation By Dan Sorenson Many Northwest Side residents don't know the name of the county immediately to the north. But with as many as a half-million people coming to southern Pinal County in the next two decades, residents of Tucson's Northwest Side may find out about their neighbors to the north the hard way. Already bulldozers and earthmovers are running around the clock at the new SaddleBrooke Ranch,a 16,000 home,2,500-acre development j ust north of Oracle Junction. = : �, ,, • •;;_.,',,:.0;: ,..,-e.,11-_ -,..- 46. .-gib For short, they're called PADs, • t . y ri ' l: �,: V ` .-,-.,='-�,a � ` 4.,n,,, Planned Area Developments that are in t 1:55;,..3,..,:-,,,-...,..,...-„,,,, ,,,,.-,4,3:f7,-,„---.-...` 4-= stages of work or planning. iz R#.� +_� 4:00— .v., - :z. ,, .:: various 7'�i''rs t f rinl�,ZJR�xt� i¢ � •1 �..t. :,_ n'"'•r. -1 �- _ s This one is SaddleBrooke Ranch, slated " .Ir�/i... ' 4,l acres on the 1 � z•� or 16 000 homes on 2,500 v:ice' ....�. ,.�! � �"..� M,y ``�' ' " ``` ` north side ofArizona 77 east of Oracle �`,� :�' ' , 5-y ..,fit's-,4-,..� <: Junction_ ,irt In some cases, landowners are moving ahead on property,subdivided into thousands of lots, awaiting development since the late 1970s, according to Pinal County planning manager Jerry Stabley. There are roughly a dozen open Planned Area Developments, better known as "PADs," on record with county building officials in the southern Pinal County area. With nearly 200,000 housing units approved for PADs along the Pima/Pinal County line and an average of 2.5 residents per home,there could be nearly half a million new residents in the area when those developments are completed,says Julie Szekely, a former Tucson Citizen editor who lives in Oracle and is co-owner of a rammed-earth construction company. The moves to develop SaddleBrooke and rumblings about work on some long-dormant subdivisionp lanned for the north side of the county line have many of Oracle's typically independent residents considering incorporation. 17,!:77"4.7:-_ i',II,. : fLio- , :e Resident BettyHarmon discusses the 1.,><f.. ' ° (pf` `'a � - proposed boundaries should miracle T r..:�.a l :::::. ' i{ . ' aS �` ", decide to incorporate. laix 1�►rye.•- --7,-X7,.. ;• ::,..,-,i: -71 ' ,,;;--...:-. , i.,,,,-,.;',, . l', st-sr-i,..„,:, 1,-, . .::::,., ::,...,,p0,-,,'4= :1,,1:if' -,J,I..:-.e.' . y 4. ..i ►'M►►�l 4. ,s y: .ix x'19` , t,j '. F la m x ...e4 Oracle residents like Szekely involved in an emerging incorporation movement warn that without the ability to control development, their way of life could be drastically changed by growth. Stabley points out that, typically,only a fraction of approved homes in a major development planget et built. For example, he said parts of projects known as Lago del Oro-2,700 acres subdivided for 7,000 homes in 1973 - and Los Cordones - 6,900 acres subdivided for 59,000 homes in 1986 - became the 3,700 homes of SaddleBrooke,with another 500 announced for The Preserve addition last summer. httP://www,sahba.org1Housing%20Market/Apr21-05.htm 7/29/2005 ARIZONA DAILY STAR:Thurs Page 2 of 3 Still, Stabley says there i s quite a bit of planning and building activity in Pinal County. Several developments in pipeline A new Robson Communities'development, SaddleBrooke Ranch,is taking a portion of the 56,000-unit Falcon Valley PAD approved in 1988, Stabley said. Tucson development firm Diamond Ventures plans to put 259 custom homes on lots 1.25 acres or larger around Oracle Hill, in a 733-acre development to be known as Coronado Reserve. There are also a few PADs on the back burner, or in the early stages of development. Willow Springs, approved for 4,600 homes in 2001 is on hold as the developer works to gain access across state land between the development and Arizona 77. The Red Rock Village PAD,adjacent to Interstate 10, could have up to 31,000 homes,according to Stabley. That project has only moved through the initial "tentative plat" stage,he said. Other, dormant PADs on file with the county include a 37,000-unit subdivision on 25,000 acres near Oracle, and a 60-dwelling subdivision for Sierra Tucson, the well-known drug rehab center. Stabley says there is no action on most of these PADSs,but they could be revived. The massive and controversial La Osa Ranch project-at one time planned for 67,000 homes on 15,000 acres west of 1-10 near the Pinal Air P ark exit - is on indefinite hold. Scottsdale developer George Johnson's company Johnson International, which sold the property last year, is being sued by the state,which alleges he illegally excavated land, including adjacent state land, destroying American Indian artifacts,protected plants and polluting waterways. The new owner of the property has remained quiet on plans, but Marana officials say they understand the project will be much smaller. Housing prices fuel the boom Part of what's driving the development is the housing boom in the Tucson area. Pinal County's average home pricein recent months was about $165,000, up from$120,000 last year-a 37.5 percent increase, says Pinal County Assessor Paul Larkin.In Tucson,according to the Tucson Association of Realtors,the average sale price was up 24.7 percent from$187,890 in February 2004 to $234,230 in February 2005. So far, most of the growth that's pushing the average price of a home up is in northern Pinal County,along the Maricopa County line,where most of the county's current growth is taking place. But the recent developer activity makes it clear the dormant potential for booming growth in southern Pinal County is awakening. It's not jobs that are driving growth, says Lionel Ruiz,supervisor for Pinal County's District 1. Since the mine in San Manuel closed down six years ago,Ruiz says there's been little in the way of new jobs in southern Pinal. With the exception of relatively low-paying service jobs at the retail areas that will undoubtedly spring up with the population boom,there's no sign of employment to replace the thousands of good jobs lost when the mines closed. If the would-be newcomers are not working in Pinal County, Ruiz says, they'll be commuting. And, at least until there's enough growth to support supermarkets and department stores,the residents of those new developments will be driving to Tucson Northwest Side retail strips and malls. And that all means more pressure on the Northwest's already overtaxed roads. Oro Valley Mayor Paul Loomis sees both more business and more traffic for Oro Valley as a result of the pending growth in Final County. "Oro Valley is going to be the first commercial center around that area," says Loomis."We'r going to have to be looking at alternate north-south routes." He's also concerned about water, since Oracle and the surrounding area are upstream.Loomis said there are concerns about what that incoming population's tapping of the same aquifer will do to http://vaww.sahba.orgCHousing%20Market/Apr21-05.htm 7/29/2005 ARIZONA DAILY STAR: Thurs Page 3 of 3 well depths. Possible increased runoff, from housing and roads on what is now undeveloped land,could also affect Oro Valley,he says. And the potential for a huge new population without its own services overwhelming Oro Valley's library and other services has Loomis hoping Pinal County either enacts impact fees or finds other ways to provide those services. In Marana, Town Manager Mike Reuwsaat said the town staff meets regularly with Ruiz and senior Pinal County staffers to discuss such issues. Among the considerations is whether Pinal County developments will be forced to improve access to I-10 or depend on back roads to bring Pinal County consumers looking for stores and other services to Marana. Impact fees expected soon Supervisor Ruiz says impact fees are coming. The board contracted with a national consultant to design an impact fee system Ruiz says he expects the board to adopt by the end of the year. He's not concerned that the fees will stifle growth. "Marana, I understand,has an impact fee and a sales tax and it hasn't kept them from developing," says Ruiz. But Ruiz says he's worried about more than roads and parks, the infrastructure elements typically covered by impact fees. "There was a time when there were five hospitals in the county," says Ruiz, recalling the time were when mining was the main employment in Pinal County and the mining companies had their own hospitals. "Now we have clinics that close down at Eve o'clock," says Ruiz.Growth, he says,may provide jobs and services to replace some of what was lost with the closing or decrease in activity at the county's mines. And growth may eventually bring hospitals and other services lost with the demise of the mining economy. In that way,he says, growth will help his longtime constituency,the residents of San Manuel and other communities -who have been hurt by the loss of well-paying jobs_ "We don't want to overload this area. We can put in some good controlled growth,not just a bunch of rooftops." Some residents of southern Pinal County aren't so sure.There's an incorporation movement afoot in Oracle because of those concerns. Even some of those Oracle residents supporting incorporation aren't jumping into the business of becoming a town lightly,says S zekely. "I think every person who lives here loves that we don't have government. That we don't have street lights. That we don't have mail delivered; we have to go to the post office and you never know who you're going to meet there." But she says, "We want to have a say in the way the land is going to be used." For his part, Ruiz says he's staying out of the Oracle incorporation movement. "I try to stay neutral in situations like that," says Ruiz."If you tell them to incorporate,you're trying to get rid of them.If you tell them no,you're trying to control them. •Sarah J. Bell contributed to this story; Sorenson at 434-4073 or dsorenson azstarnet.com. http://www.sahba.org/Housing%20Market/Apr21-05.htm 7/29/2005 \-1"EY Q' TOWN OF ORO VALLEY 11000 N. LA CANADA DRIVE ORO VALLEY,ARIZONA 85737 Administrative Offices(520)229-4700 Fax(520)297-0428 jfitj 1 4:06 TO ,�„ www.townoforovalley.com Office of the Town Engineer and Superintendent of Streets OVN D ED�9 ORACLE ROAD IMPROVEMENT DISTRICT RECAPITULATED ASSESSMENT As the Superintendent of Streets of the Town of Oro Valley, Arizona, I herewith determine that, as the final costs and expenses of the work as the Oracle Road Improvement District are not yet fully known,there are no changes to be made in the several assessments at this time. When all costs and expenses and all interest income are known, I will amend this Recapitulated Assessment. AMENDED RECAPITULATED ASSESSMENT SOURCES: Bond Issuance Proceeds $3,945,000 Assessments Paid in Cash 1,488,301 Interest Income 33,345 Cash Contribution from Town 450,000 ROW/Easement Acquisition by Town 203,712 Total Sources $6,120,358 USES: Project Design, Engineering, & Construction Costs $5,569,679 ROW/Easement Acquisition 203,712 Costs of Bond Issuance 170,000 Capitalized Interest Fund 176,967 Total Uses $6,120,358 DONE AT TOWN OF ORO VALLEY, ARIZONA, ON JANUARY 17, 2006. RECORDED JANUARY 18, 2006, IN THE OFFICE OF THE SUPERINTENDENT OF STREETS OF THE TOWN OF ORO VALLEY, ARIZONA. 4 774/ Ltt. 1/7" Superinte ent of Streets of the Town of Oro Valley, Arizona Copy foregoing of the Recapitulated Assessment received this 18th day of January 2006. / --cif- Towi Clerk 3 . RESOLUTION WITH NO OBJECTIONS RESOLUTION NO. RESOLUTION APPROVING THE RECAPITULATED ASSESSMENT FOR TOWN OF ORO VALLEY, ARIZONA, ORACLE ROAD IMPROVEMENT DISTRICT, AND DETERMINING THAT THE CONSTRUCTION WORK FOR SUCH IMPROVEMENT IS SUBSTANTIALLY COMPLETED IN ACCORDANCE WITH THE PLANS AND SPECIFICATIONS THEREFORE. WHEREAS, the Council of the Town of Oro Valley, Arizona (the "Town"), initiated an improvement known as Town of Oro Valley, Arizona, Oracle Road Improvement District by the adoption of Resolution No. 03-65 (the "Resolution of Intention"); and WHEREAS, the Town acquired jurisdiction to order such improvement and the Mayor and Council adopted Resolution No. 03-78 (the "Resolution Ordering the Work"); and WHEREAS, after the public bidding, the contract was awarded to The Ashton Company, Inc. for the construction of the work described in the Resolution of Intention; and WHEREAS, an assessment (the "Assessment") and warrant was drawn, executed and recorded as provided by law and demands for payments were made and bonds were issued to evidence all assessments of$25.00 or more remaining unpaid thirty (30) days after the date of the warrant and Assessment; and WHEREAS, the Town Superintendent of Streets has informed the Mayor and Council that the work under the construction contract has been substantially completed (except for the Con-Arch Bridge on the East side of Oracle Road) and that a recapitulated assessment has been filed; and WHEREAS, this Mayor and Council ordered that January 19, 2006, at 5:30 p.m., be set as the date and time for hearing the assessment and all proceedings theretofore had and taken and ordered that notice be given as provided by law; and WHEREAS, notice of such hearing was given by publication for five days in The Daily Territorial, a newspaper of general circulation in the Town, and by mailing notices of the hearing by first class mail at least twenty (20) days prior to the date set for hearing to all persons owning real property affected by the Assessment as the names and addresses appear on the last assessment roll for state and county purposes by the following property owners, as shown by an affidavit of mailing on file with the Town Clerk; and WHEREAS, no objections have been filed with the Town Clerk; and WHEREAS, the Superintendent of Streets has filed a Recapitulated Assessment, showing no change in the assessments as originally assessed; and WHEREAS, it appears that the total costs and expenses of said improvement have been assessed upon each of the several pieces, parcels, lots, portions of lots and parcels of FHR:rwr 624168.1 1/5/2006 Town of Oro Valley Attorney's Office/mg/011306 land included within the assessment district described in the Resolution of Intention for said work, in proportion to the benefits to be received by each of said pieces, parcels, lots, portions of parcels of land and that none of the respective pieces, parcels, lots, portions of lots and lots and parcels of land have been assessed in excess of the benefits to be received from said improvements bysuch respective pieces, parcels, lots,portions of lots and parcels of land; and p WHEREAS, said Recapitulated Assessment in all respects complies with the lawsgrovidin for such Assessments and under which said improvement was ordered; p NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA,AS FOLLOWS: Section 1. That the construction work for the District improvement is substantially completed in accordance with the plans and specifications therefore. Section 2. That no objections were filed against the Assessment and the proceedings heretofore had and taken. Section 3. After all costs and expenses of the construction and financing have beenp aid, the Superintendent shall file an amended Recapitulated Assessment and, if one or more assessments are reduced, the Town Finance Director is ordered and directed to return to the persons who have heretofore made a cash payment on any assessment the amount which represents such person's share of excess money in the construction fund and the Superintendent p of Streets shall credit property owners who have not made cash payments the amount of such person's pro rata share of the excess moneys against the first installment of the assessment payments due June 1, 2006. Section 4. The Assessment for Town of Oro Valley, Arizona, Oracle Road Improvement District, as so made and recapitulated as aforesaid, be and the same are hereby fully and finally confirmed and approved. Section 5. All acts of the Clerk, the Superintendent of Streets, the District Engineer and any person acting for such officials in setting the date for the hearing on the assessment and causing notice thereof to be mailed and published are hereby ratified and confirmed. FHR:rwr 624168.1 1/5/2006 Town of Oro Valley Attorney's Office/mg/011306 -2- PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley, Arizona, on January 19, 2006. Mayor ATTEST: Clerk CERTIFICATE I, Kathryn Cuvelier, the duly appointed and acting Clerk of the Town of Oro Valley, Arizona, do hereby certify that the above and foregoing Resolution No. was duly passed by the Mayor and Council of the Town of Oro Valley, Arizona, at a regular meeting held on January 19, 2006, and the vote was aye's, nay's, abstained and were absent. The Mayor and Council Members were present thereat. DATED: ,2006. Town Clerk FHR:rwr 624168.1 1/5/2006 Town of Oro Valley Attorney's Office/mg/011306 -3- RESOLUTION OVERRULING OBJECTIONS RESOLUTION NO. RESOLUTION APPROVING THE RECAPITULATED ASSESSMENT FOR TOWN OF ORO VALLEY, ARIZONA, ORACLE ROAD IMPROVEMENT DISTRICT, OVERRULING OBJECTIONS, AND DETERMINING THAT THE CONSTRUCTION WORK FOR SUCH IMPROVEMENT IS SUBSTANTIALLY COMPLETED IN ACCORDANCE WITH THE PLANS AND SPECIFICATIONS THEREFORE. WHEREAS, the Council of the Town of Oro Valley, Arizona (the "Town"), initiated an improvement known as Town of Oro Valley, Arizona, Oracle Road Improvement District by the adoption of Resolution No. 03-65 (the "Resolution of Intention"); and WHEREAS, the Town acquired jurisdiction to order such improvement and the Mayor and Council adopted Resolution No. 03-78 (the "Resolution Ordering the Work"); and WHEREAS, after the public bidding, the contract was awarded to The Ashton Company,Inc. for the construction of the work described in the Resolution of Intention; and WHEREAS, an assessment (the "Assessment") and warrant was drawn, executed and recorded as provided by law and demands for payments were made and bonds were issued to evidence all assessments of$25.00 or more remaining unpaid thirty (30) days after the date of the warrant and Assessment; and WHEREAS, the Town Superintendent of Streets has informed the Mayor and Council that the work under the construction contract has been substantially completed (except for the Con-Arch Bridge on the East side of Oracle Road) and that a recapitulated assessment has been filed; and WHEREAS, this Mayor and Council ordered that January 19, 2006, at 5:30 p.m., be set as the date and time for hearing the assessment and all proceedings theretofore had and taken and ordered that notice be given as provided by law; and WHEREAS, notice of such hearing was given by publication for five days in The Daily Territorial, a newspaper of general circulation in the Town, and by mailing notices of the hearing by first class mail at least twenty (20) days prior to the date set for hearing to all persons owning real property affected by the Assessment as the names and addresses appear on the last assessment roll for state and county purposes by the following property owners, as shown by an affidavit of mailing on file with the Town Clerk; and WHEREAS, the written objections set forth in attached Exhibit "A" have been filed with the Town Clerk; and WHEREAS, and the Mayor and Council have heard each and every objection and, being fully informed in the premises, find and determine that each and every objection so filed and so presented are without merit and are therefore overruled; and FHR:rwr 624121 01/05/06 Town of Oro Valley Attorney's Office/mg/011306 WHEREAS, the Superintendent of Streets has filed a Recapitulated Assessment, showing no change in the assessments as originally assessed; and WHEREAS, it appears that the total costs and expenses of said improvement have been assessed upon each of the several pieces, parcels, lots, portions of lots and parcels of land included within the assessment district described in the Resolution of Intention for said proportion work, ro in ortion to the benefits to be received by each of said pieces, parcels, lots, portions of lots andp arcels of land and that none of the respective pieces, parcels, lots, portions of lots and parcels of land have been assessed in excess of the benefits to be received from said improvements bysuch respective pieces,parcels, lots,portions of lots and parcels of land; and p WHEREAS, said Recapitulated Assessment in all respects complies with the lawsp roviding for such Assessments and under which said improvement was ordered; NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY,ARIZONA, AS FOLLOWS: Section 1. That the construction work for the District improvement is substantially completed in accordance with the plans and specifications therefore. Section 2. That all objections filed against the Assessment and the proceedings heretofore had and taken are found to be without merit and are, therefore, overruled. Section 3. After all costs and expenses of the construction and financing have been paid, the Superintendent shall file an amended Recapitulated Assessment and, if one or more assessments are reduced, the Town Finance Director is ordered and directed to return to the persons who have heretofore made a cash payment on any assessment the amount which represents such person's share of excess money in the construction fund and the Superintendent of Streets shall credit property owners who have not made cash payments the amount of such person's pro rata share of the excess moneys against the first installment of the assessment payments due June 1, 2006. Section 4. The Assessment for Town of Oro Valley, Arizona, Oracle Road Improvement District, as so made and recapitulated as aforesaid, be and the same are hereby fully and finally confirmed and approved. Section 5. All acts of the Clerk, the Superintendent of Streets, the District Engineer and any person acting for such officials in setting the date for the hearing on the assessment and causing notice thereof to be mailed and published are hereby ratified and confirmed. FHR:rwr 624121 01/05/06 -2- PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley, Arizona, on January 19, 2006. Mayor ATTEST: Clerk CERTIFICATE I, Kathryn Cuvelier, the duly appointed and acting Clerk of the Town of Oro Valley, Arizona, do hereby certify that the above and foregoing Resolution No. was duly passed by the Mayor and Council of the Town of Oro Valley, Arizona, at a regular meeting held on January 19, 2006, and the vote was aye's, nay's, abstained and were absent. The Mayor and Council Members were present thereat. DATED: , 2006. Town Clerk FHR:rwr 624121 01/05/06 -3- EXHIBIT "A" Assessment Amount Number Property Owner's Name Assessed p Y :gmh 335984 01/04/06 -4- RESOLUTION MODIFYING ASSESSMENTS RESOLUTION NO. RESOLUTION AMENDING THE RECAPITULATED ASSESSMENT FOR TOWN OF ORO VALLEY, ARIZONA, ORACLE ROAD IMPROVEMENT DISTRICT, UPHOLDING ONE OR MORE OBJECTIONS TO SAID ASSESSMENT, AND DETERMINING THAT THE CONSTRUCTION WORK FOR SUCH IMPROVEMENT IS SUBSTANTIALLY COMPLETED IN ACCORDANCE WITH THE PLANS AND SPECIFICATIONS THEREFORE. WHEREAS, the Council of the Town of Oro Valley, Arizona (the "Town"), initiated an improvement known as Town of Oro Valley, Arizona, Oracle Road Improvement District by adoption ado tion of Resolution No. 03-65 (the "Resolution of Intention"); and WHEREAS, the Town acquired jurisdiction to order such improvement and the Mayor and Council adopted Resolution No. 03-78 (the "Resolution Ordering the Work"); and WHEREAS, after the public bidding, the contract was awarded to The Ashton Company, Inc. for the construction of the work described in the Resolution of Intention; and WHEREAS, an assessment (the "Assessment") and warrant was drawn, executed and recorded as provided by law and demands for payments were made and bonds were issued to evidence all assessments of $25.00 or more remaining unpaid thirty(30) days after the date of the warrant and Assessment; and WHEREAS, the Town Superintendent of Streets has informed the Mayor and Council that the work under the construction contract has been substantially completed (except for the Con-Arch Bridge on the East side of Oracle Road) and that a recapitulated assessment has been filed; and WHEREAS, this Mayor and Council ordered that January 19, 2006, at 5:30 p.m., be set as the date and time for hearing the assessment and all proceedings theretofore had and taken and ordered that notice be given as provided by law; and WHEREAS, notice of such hearing was given by publication for five days in The Daily Territorial, a newspaper of general circulation in the Town, and by mailing notices of the hearing by first class mail at least twenty(20) days prior to the date set for hearing to all persons owning real property affected by the Assessment as the names and addresses appear on the last assessment roll for state and county purposes by the following property owners, as shown by an affidavit of mailing on file with the Town Clerk; and WHEREAS, the written objections set forth in attached Exhibit "A" have been filed with the Town Clerk; and FHR:rwr 624173.1 1/5/2006 Town of Oro Valley Attorney's Office/mg/011306 WHEREAS, and the Mayor and Council have heard each and every objection and being fully informed in the premises, find and determine that one or more of the objection(s) so filed and sop resented be upheld and that the individual assessment(s) be modified, as shown below; and WHEREAS, the Superintendent of Streets has filed a Recapitulated Assessment, showing no change in the assessments as originally assessed; and WHEREAS, it appears that the total costs and expenses of said improvement have not been assessed upon each of the several pieces, parcels, lots, portions of lots and parcels of land included within the assessment district described in the Resolution of Intention for said work inro ortion to the benefits to be received by each of said pieces, parcels, lots, portions of p p lots andp arcels of land and that certain parcels of land have been assessed in excess of the benefits to be received from said improvements; and WHEREAS, said Recapitulated Assessment is hereby ordered to be modified to reflect the upholding of one or more objections thereto; NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY,ARIZONA,AS FOLLOWS: Section 1. That the construction work for the District improvement is substantially completed in accordance with the plans and specifications therefore. Section 2. That the objections set forth in attached Exhibit "B" filed against the Assessment, and the proceedings heretofore had and taken, are found to be of merit and the Recapitulated Assessment is ordered to be modified as set forth in Exhibit "B". All other objections to the Assessment, if any, are overruled. Optional: Pursuant to A.R.S. 48-590 the Superintendent of Streets is ordered and directed to increase the remaining assessments, not modified herein, to guaranty that the aggregate amount originally assessed will be charged to the properties assessed so that all bonds heretofore issued for such District will be fully paid. Optional: That the Town of Oro Valley shall pay $ into the debt service fund of the District to offset the Assessment reductions shown above. Section 3. After all costs and expenses of the construction and financing have been paid, the Superintendent shall amend the Recapitulated Assessment, as herein modified, and, if one or more assessments are then reduced, the Town Finance Director is ordered and directed to return to the persons who have heretofore made a cash payment on any assessment the amount which represents such person's share of excess money in the construction fund and the Superintendent of Streets shall credit property owners who have not made cash payments the amount of such person's pro rata share of the excess moneys against the first installment of the assessment payments due June 1, 2006. FHR:rwr 624173.1 1/5/2006 -2- Section 4. The Assessment for Town of Oro Valley, Arizona, Oracle Road Improvement District, as herein modified,be and the same is hereby approved. Section 5. All acts of the Clerk, the Superintendent of Streets, the District Engineer and any person acting for such officials in setting the date for the hearing on the assessment and causing notice thereof to be mailed and published are hereby ratified and confirmed. PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley, Arizona, on January 19, 2006. Mayor ATTEST: Clerk CERTIFICATE I, Kathryn Cuvelier, the duly appointed and acting Clerk of the Town of Oro Valley, Arizona, do hereby certify that the above and foregoing Resolution No. was duly passed by the Mayor and Council of the Town of Oro Valley, Arizona, at a regular meeting held on January 19, 2006, and the vote was aye's, nay's, abstained and were absent. The Mayor and Council Members were present thereat. DATED: ,2006. Town Clerk FHR:rwr 624173.1 1/5/2006 -3- EXHIBIT "A" Assessment Amount Number Property Owner's Name Assessed FHR:rwr 624173.1 1/4/2006 4 EXHIBIT "B" Assessment Amount of Number Amount Originally Assessed Assessment Reduction FHR:rwr 624173.1 1/4/2006 5 Jansen Statement 1 . Nature of this hearing. This hearing is required by the Improvement District Statute to give each landowner assessed for the cost of the Oracle Road Improvement District improvements one last opportunity to raise any question concerning the proper completion of the work, or the apportionment of their individual assessment or the legality of their assessments. A. History: I. Oracle Road is a State Highway and a major north/south road serving Oro Valley from Tucson 11 . The State constructed a four lane highway. The Improvement District added two lanes only in the area within the District. 111 . During the planning for the development of the Rooney Ranch parcels "B" and "D" on the West side of Oracle Road, The Barclay Group's traffic consultant's report and review comments by the Arizona Department of Transportation (ADOT letter to Paul Steiner, Oct. 6, 1998.) stated that traffic signals are required at Oracle Road and Pusch View Lane; Oracle Road and La Reserve Drive and that two additional through lanes on Oracle Road will be required to accommodate the additional traffic generated by the development. IV. As a condition for the installation of the Oracle/Pusch View traffic signal, the Arizona Department of transportation directed the developer to add the two additional through lanes recommended by the developer's consultant. (ADOT letter to Barclay, Dec. 12, 1998). The permit issued by ADOT to the Barkley Group on January 26, 1999 for improvements to the Pusch View/Oracle Road intersection and turn lanes on Oracle Road for the development of Parcel "B" stated that all costs associated with these improvements are the responsibility of the permittee. FHR:thr 620110.1 12/7/2005 -1- V. The Town also conditioned the approval of the Development Plan for Rooney Ranch, Parcel "B" that the developer is required to participate in the Traffic Impact Analysis required off-site improvements on a fair share basis. 2. The Oracle Road Improvement District was initiated under Resolution 03-65 declaring the Town's intention to: Install and construct street improvements on Oracle Road from 1100 feet south of Pusch View Lane to 2080 feet north of First Avenue, Pusch View Lane from 1160 feet west of Oracle Road to Oracle Road and east of Oracle Road for 230 feet, and First Avenue from 920 feet west of Oracle Road to Oracle Road, consisting of pavement, curb, gutter, sidewalks, landscaping and public art, box culverts, utility relocation, traffic signals, signage, striping, together with all other appurtenances thereto and including all design, engineering, legal, testing and construction management fees and permit costs related thereto. 3. A hearing on the extent of the assessment district was held on September 15, 2003. At that hearing the Mayor and Council determined the extent of the area to be assessed for the improvement. [POINT TO MAP] The area included 30 parcels of land. Those parcels have been assessed for the cost of this improvement. 4. The work described in Resolution 03-65 is now substantially completed. 5. This Hearing "winds up the District" The Issues for determination are set forth in the Improvement District Statute: "The owners, contractor and all other persons directly interested in the work or in the assessment, who have any objection to the legality of the assessment or to any of the previous proceedings connected therewith, or who claim that FHR:fhr 620110.1 12/7/2005 -2- the work has not been performed according to the contract, may, prior to the time fixed for the hearing, file a written notice briefly specifying the grounds of their objections." 6. Other street improvements have benefited the land in the Oracle Road and North First Street Area. This area is now the premier shopping venue in the Town. Prior to the Improvement District, ADOT constructed the initial four lanes on Oracle Road. Those four lanes provided and still provide the basic north/south transportation route for Oro Valley residents. The correspondence with ADOT indicates that the size of the shopping center and adjacent improvements brought about the necessity for the two additional lanes on Oracle and the improvements to North First Avenue. 7. In addition, the Town has caused two bridges and related road improvements to be constructed to aid the traffic flow into the Oracle — North First Avenue area. These improvements include the construction of a new 4 lane bridge over the CDO Wash and connecting Pusch View Lane to Lambert Lane and the addition of an additional 2 lane bridge on First Ave. over the CDO Wash. The Town has spent approximately $14 million on these improvements. In addition, the Town has completed the design for widening First Ave. to 4 lanes from the CDO Bridge to Tangerine Road at an estimated cost of $6.4 million. These improvements by the Town significantly contribute to improve traffic movement in the vicinity of the Oracle Road retail development for both customers and the general public. 8. The Town has also improved North First Avenue and Tangerine Road, which also benefit this area. 9. The current Town Engineer has determined that the Improvement District work is substantially complete, with the exception of a con- arch bridge, which is located on and benefits only property on the east side of Oracle. The benefited property owner, who will be assessed for the con-arch bridge, has waived completion of this work prior to the hearing. The Contractor has agreed to complete the con- arch bridge by January 27, 2006... The Town's bond counsel has indicated that the holding of this hearing is proper with the waiver and the agreement of the contractor to complete the bridge by Jan. 27, 2006. FHR:fhr 620110.1 12/7/2005 -3- 10. It is my understanding that the Town Manager had indicated to the landowners that the Town would make every effort to complete the improvements in Oracle, Pusch View and North First before Thanksgiving. This goal was met, with the exception of minor landscaping and the con-arch bridge. 11 . The Town scheduled and held monthly meetings with the landowners and business operators within the District to listen to complaints and suggestions. I believe that the Town has made a valiant attempt to smooth out the construction related issues and respond to landowner suggestions. 12. Prior to the adoption of Resolution 03-65 the staff drafted an assessment methodology for the spreading of the assessments: That methodology can be summed up as follows: • All properties are assessed for improvements to Oracle Road (Regional Improvement). • If a motorist can access a property from Pusch View Lane and/or First Ave., then the property is assessed for improvements to Pusch View and/or First Ave. • Improvements on Pusch View east of Oracle and the northbound acceleration/deceleration lane on Oracle Road will only be assessed to properties 26 & 27. • Assessment 26 & 27 will be assessed 13% of the cost of Pusch View and First Ave. west of Oracle Road. This 13% assessment was determined using the Oro Valley Town Center Traffic Impact Study. 13. Using that methodology the Town notified each of the 30 property owners of their expected assessment based on the engineer's estimate of the improvement costs and any Town participation. The actual assessment costs have come in below the aggregate of the assessment amounts that where shared with the property owners in 2003. We have recapitulated the assessment and I have made the new amounts available to the clerk and they are in your packets. FHR:fhr 620110.1 12/7/2005 -4- 14. Project funding was obtained by property assessments and the resulting sale of bonds; and participation by the Town. These amounts are: • Total Available Financial Resources $6,120,357.98 • Town contribution: o Engineering Design $450,000.00 o ROW acquisition $203,711 .00 o Total Town Contribution $653,712.00 Total Project Cost $6,120,357.98 Percent of Project Costs paid by property owners: 89.4% Percent of costs paid the Town: 10.6% FHR:thr 620110.1 12/7/2005 -5- EXHIBIT A Owner Assessment# Amount Objection Filed Assessed (Shown by X) 1. KS Real Estate Investors,LLC Attn: Transmark Company 1 $90,729.21 Adam Karon,President Post Office Box 66018 Tucson,AZ 85728-6018 2. KS Real Estate Investors,LLC Attn: Transmark Company 2 Zero($0.00) Adam Karon,President Post Office Box 66018 Tucson,AZ 85728-6018 3. Giant Industries Arizona Inc. 23733 N. Scottsdale Road 3 $54,957.04 Scottsdale,AZ 85255 4. Barclay Group No. 10LP Attn: Trey Eakin 4 $51,665.70 Y*- 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 5. Barclay Group No. 10LP Attn: Trey Eakin 5 $126,573.16 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 6. Brakemax#3 LLC 6560 N.Thornydale Road 6 $28,440.87 Tucson,AZ 85741 7. Thomas&Eleanor Mear Attn: Lynn M.Hopper 7 $28,440.87 850 Avenida Salvador San Clemente,CA 92672 8. Barclay Group No. 10LP Attn: Trey Eakin 8 $43,998.08 15974 N. 77th Street,Suite 100 Scottsdale,AZ 85260 9. Dayton Hudson Corp. Attn:Property Tax Dept/TPN 0950 9 $415,145.98 Post Office Box 9456 Y•-/ Minneapolis,MN 55440-9456 10. Barclay Group No. 10 LP &Dayton Hudson Corp. 10 $363,397.37 15974 N. 77th Street, Suite 100 \/-1 Scottsdale,AZ 85260 11. Wells Fargo Bank Attn: Rhonda Reuser 11 $52,667.72 10585 North Oracle Road Tucson,AZ 85737 12. Pizza Hut of Arizona Inc. 10605 N.Oracle Road 12 $32,093.26 Tucson,AZ 85737 13. MCL Enterprises,Inc. (Burger King) Attn:Mitchell C. Laird,President 13 $51,661.24 1300 E.Missouri, Ste C-101 Phoenix,AZ 85014 FHR:rwr 625063.1 1/10/2006 A-1 Owner Assessment# Amount Objection Filed Assessed (Shown by X) 14. Canada Del Oro Partners 401 S.Boston,Suite 2400 14 Paid In Cash Tulsa,OK 74103 15. Kroger Co. Attn: Fry Store#18/Burke&Nickel 15 Paid In Cash 3336 E. 32nd Street, Suite 217 Tulsa,OK 74135 16. Bank of America Attn:KPMGLLP 16 Paid In Cash 750 B Street,Suite 1500 San Diego,CA 92101 17. Albertson's,Inc Post Office Box 20 17 Paid In Cash Boise,ID 83276 18. Barclay Group No. 11 LP Attn: Trey Eakin 18 $46,313.49 15974 N. 77th Street, Suite 100 Scottsdale,AZ 85260 19. Barclay Group No. 10LP Attn: Trey Eakin 19 Zero($0.00) 15974 N. 77th Street,Suite 100 Scottsdale,AZ 85260 20. Home Depot USA Inc. Property Tax Department#0481 20 $330,170.95 Post Office Box 105842 Atlanta,GA 30348-5842 21. Big "0" Center LP MT Oracle,General Partner 21 $46,839.10 Attn: Michael D.Jewett,Managing Gen.Ptnr 4118 Serenade Road Castle Rock,CO 80104 22. University Medical Center Corporation Attn: Cindy Kirlin A/P Department 22 Paid In Cash 655 E.River Road \?('' Tucson,AZ 85704 23. LaReserve Community Association 7493 North Oracle Road, Suite 135 23 Zero($0.00) Tucson,AZ 85704-6328 24. LaReserve Community Association 7493 North Oracle Road, Suite 135 24 Zero($0.00) Tucson,AZ 85704-6328 25. DRRC LLC(Leisure Care) Attn: Leisure Care Inc. 25 $157,344.80 325- 118th Ave SE#300 Bellevue,WA 98005 26. Canada Del Oro Partners 401 S.Boston,Suite 2400 26 $1,764,051.14 Tulsa,OK 74103 27. Canada Del Oro Partners 401 S.Boston,Suite 2400 27 $260,510.02 Tulsa,OK 74103 28. Lincoln National Life Insurance Company Attn: Indigo Real Estate Services 28 Paid In Cash 7525 SE 24th Street#408 Mercer Island,WA 98040 FHR:rwr 625063.1 1/10/2006 A-2 Owner Assessment# Amount Objection Filed Assessed (Shown by X) 29. Lincoln National Life Insurance Company Attn: Indigo Real Estate Services 29 Paid In Cash 7525 SE 24th Street#408 Mercer Island,WA 98040 30. Conquistador Properties,LLC 5550 N. 15th Street 30 Paid In Cash Phoenix,AZ 85014 FHR:rwr 625063.1 1/10/2006 A-3 09/18/03 04:05pm P. 008 0-EY AR 0 r • :•," eeLf.l y TOWN OF ORO VALLEY :r., �:,f'={ : 680 W. Calle Concordia __� �"•j = ORO VALLEY,ARIZONA 85737 �'.�T.•:•.io� MMS~I. • •`•.•.r•.:•i � .Ltd R 1.i.'�'•':•��!'!••. r f -•=•�' Department of Public Works A: .: .,:r; r7, 797-2 (520) 442 fax(520)797-2202 � 44, 1,":94 • POI UNDEa • • • March 31, 1999 Mr. Trey Eakin • vice President Development Barclay Group 8145 N. 8e Place Scottsdale= AZ 85258 • • Re: First Ave/Oracle Road Improvements Dear Trey: In response to our telephone conversation on March 24, 1999, I would like to define the status of off-site improvements for First Ave/Oracle Road that have been approved or under consideration by the Town. 1. Interim 1: The plan concerns off-site improvements needed for the opening of the Home Depot Store by January 2000. The following concept has been agreeded to by the Town and the off-site improvements plans are presently under review by ADOT and/or the Town. These improvements are at the expense of the developer. This concept includes the following items: P a) The installation of a traffic signal on Oracle Road at La Reserve. b) The construction of acceleration and deceleration lanes on First Avenue at the two service drives to the Home Depot site. These entrances will be restricted to right tuna out only. A left turn from First Avenue into the west (rear) service will be permitted. c) The existingservice drive to First Avenue from the Bank of America will be eliminated. Interim 2: Thisplan is presentlyunder consideration by the Town Staff and is 2. expected to be presented to the Mayor and Town Council for their consideration at the April 21, 1999 Town Council meeting. It is anticipated that these improvements if approved by the Town will be in place by mid 2001. This plan involves the following concepts. The re-alignment of the main service drive on First Avenue at the a) existing Fry's site to match the main service drive into the Home Depot site. This re-alignment will also provide for protected full turning movements onto First Avenue from both north and south parcels. 08/18/03 04:05pm P. 006 • b) mid ening of the east bound First Avenue intersection with Oracle Road to provide for two left turn and 2 right turn lanes. of additional parking on the Fry's site to compensate for c) Development arkin space lost due to the entrance re-alignment_ d) parking The widening of Oracle Road to six lanes from south of Pusch View to north of La Reserve as directed by ADOT. This item may not be completed bythe mid 2001 time frame mentioned above. •• P the proposed Oracle e) These improvements are anticipated to be part of p p Road Improvement District. • 3. Long Range e First Avenue Improvement Plans: The Town is presently studying potentialimprovement im rovement concepts to address the future traffic needs in the First Avenue corridor. The widening of First Avenue to four lanes from Tangerine Road to Oracle Road is expected to be a part of this plan. We anticipate that Town staff and Mayor and Council will review the initial plan conceptsbyAugust 1999 and the selection of the desired long-range � m l• provenn ent plan will be done by October 1999. The implementation of this depend upon right-of-way requirementsg availability. plan will p P � and funding' plan will address the .traffic needs of the commercial This concept developments within the impacted area. It is possible that.some of the P . of the long-range plan could be included in the interim 2 recommendations plan above. will address some of the concerns that you and your tenants have I hope that this letter le Road corridor. the traffic management in the First Avenue Avenue/Oracle We will keep you informed on the status of the interim 2 and the long range plan issues described above_ .. • • Sincerely; William A. Jansen,P.E. Town Engineer Coy: Chuck Sweet, Town Manager Don P Chatfield, CommunityDevelopment•t Director Bryant Nodine, Planning and Zoning Administrator -Jeff Weir,Economic Development Administrator ci* ARIZONA DEPARTMENT OF T�• . .: :::.�_ �'LL ,.., ..:1!, � �L,! ✓ .' Vii �.. r� 1... : INTERMODAL TRANSPORTATION DIVISION �4 � Tucson District �,.ip 1221 S. Second Avenue, Tucson, Arizona, 85713-16021/4;cw'' Phone(520)620-5412, Fax(520)-628-5387 JANE DEE HULL THOMAS G.SCHMITT Governor State Engineer October 6, 1998 MARY E.PETERS Director i • _ 'L Mr. Paul F. Steiner, Jr., P.E. 6 ,_ PFS Traffic Engineering, LLC 4825 West Kay T Drive Tucson, Arizona 85745 Dear Mr. Steiner: We have reviewed the Traffic Impact Analysis that you have submitted for the Rooney Ranch Center (Parcel B and D), Revision 1, and have the following comments: 1. We believe that the following statement needs to be added to the last paragraph on page 1: "The impact on traffic from this development will accelerate the need for a third lane on Oracle Road in each direction. 2. A growth rate of 8% was used for the northbound left-turn movement on Oracle Road. It was agreed upon prior to the Revision 1 report that a growth rate of 6% should be used. 3. The report underestimates the traffic impact of this development on Oracle Road for the following reasons: a. The report assumes that all First Avenue traffic entering and departing the southwest quadrant shopping center will use the main driveway on First Avenue. Similarly, the report assumes that all First Avenue traffic entering and departing the northwest quadrant shopping center will use the main driveway on First Avenue. in reality, some of this traffic will use Oracle Road, particularly, Home Depot and Target customers. b. The report does not account for internal trips between the northwest and southwest quadrant shopping centers. 4. The report models a northbound left-turn lane at Driveway A to the Northwest quadrant shopping center. This currently does not exist, and such a lane may not provide enough length for storage and deceleration. 5. The report did not provide diagrams of future traffic volumes as requested. 6. Please provide a signal warrant analysis for the future Home Depot driveway at the La Reserve intersection. HIGHWAYS - TRANSPORTATION PLANNING - AERONAUTICS Paul F. Steiner, P.E. Rooney Ranch, Revision 1 October 5, 1998 Page 2 7. Given the limitations of the existing geometry of First Avenue bridge and the layout of Parcels B and D, we support the Alternative B arrangement of access points along First Avenue based upon the reasons you provided. However, it should be noted that other alternatives would reduce the impact that this development has on SH77 traffic. 8. Other improvements to the area to provide alternate routes for traffic on Oracle Road and First Avenue, such as the extension of Pusch View Lane to Lambert Lane, would greatly improve the traffic congestion 9. Due to the close proximity of the Main Entrance driveway on First Avenue to SH77, it is recommended that the Main Entrance driveway be located a minimum of 600 feet, edge of intersection to edge of intersection, from the First Avenue and Oracle Road intersection. 10. To mitigate the unacceptable levels-of-service that will be generated as a result of this development, it is recommended that the developer be responsible for constructing a third lane on SH77 in each direction from a point south of the Pusch View Lane intersection to point north of the La Reserve intersection. 11. Due to traffic generated from this development, the following improvements are also recommended: a. The installation of traffic signals at the SH77/Pusch View Lane and the SH77/La Reserve intersections. • b. The installation of underground conduit with wiring to connect the traffic signal control cabinets at the intersections of SH77/Pusch View Lane, SH77/ First Ave., SH77/La Reserve, and First Ave./Main Entrance driveway. 12. Many of the concerns and assumptions that we have previously identified for this report were adequately addressed in this Revision 1 Report. As a result, we recognize this report to be a reasonable assessment of future traffic conditions based on the information known at this time with the exception of the comments made herein. If you have any questions regarding these comments, please call Maria Deal at 620- 5436 or me at 620-5431. Thank you. Si cerely, i 1 4/ , di, /44 Rkiv,,,‘ J hn H. Warner, P.E. aja Regional Traffic Engineer C: Dennis Alvarez Debra Sykes Bill Jansen, Town of Oro Valley HIGHWAYS - TRANSPORTATION PLANNING - AERONAUTICS i..' •jr ARIZONA DEPARTMENT OF TRANSPORTATION :,,/re _ i,(4''‘C i li INTERMODAL TRANSPORTATION DIVISION =- Tucson District r:<.. 411r."-' 1221 S. Second Avenue, Tucson, Arizona, 85713-1602 Of Phone(520)620-5412, Fax(520)-628-5387 JANE DEE HULL Governor THOMAS G.SCHMITT State Engineer December 12, 1998 .- MARY E.PETERS /F .x`, T- Director , ilt�I,«' A, 4.7y - t,_ ,;;,*,t,,\, LV E.1- .:' Mr. Trey Eakin �\:-:7:. .r i• � , c : _ Barclay Group 8145 North 86th Place ; Scottsdale, Arizona 85258 _,,., ;��. � Dear Mr. Eakin' The purpose of this letter is to document the fact that the Arizona Department of Transportation has agreed with the general improvements you are proposing at the intersection of SR 77 and Pusch View Lane in Oro Valley. These improvements include the installation of a traffic signal and modifications to the intersectioneomet 9 ry to accommodate the traffic that will be generated by the Target store, which is expected to open in March of 1999. This will be considered a Phase 1 improvement to the other highway improvements that will be needed for the total Rooney Ranch development as identified in my letter to Paul Steiner dated October 6, 1998. This letter does not supersede our permit application process. You will still need to continue the permit process in order to do this work. We have recently received a set of plans from your consultant and are in the process of reviewing them. We appreciate the level of cooperation that we have received from you and the Barclay Group regarding this matter. If you have any questions, please call me at (520) 620-5431. Thank you. Si erely, , ,. if I) (1/41 4 6. ial/XL( Jhn H. Warner, P.E. B ja Regional Traffic Engineer C: Bill Jansen, Town of Oro Valley Dewey Brown, Parsons Brinkerhoff Debra Sykes, ADOT Dennis Alvarez, ADOT Maria Deal, ADOT HIGHWAYS - TRANSPORTATION PLANNING - AERONAUTICS