Fill - Free fillable CHECKLIST FOR ANNEXATION REQUEST TO THE CITY OF (City of Sherwood) PDF form

CHECKLIST FOR ANNEXATION REQUEST

TO THE CITY OF SHERWOOD

Submit the following to the City of Sherwood Planning Department, 22560 SW Pine

Street, Sherwood, OR 97140: (503) 625-5522.

Fee- $7,500. Applicants are required to pay the $7,500 filing fee which will be

applied to all costs related to processing the annexation application. Money not

used for costs will be returned to the applicant.

An original and one copy of the enclosed packet titled Annexations to City of

Sherwood.

Mailing labels: Submit two (2) sets of mailing labels for property owners within

1000 feet of the outside edge of the territory to be annexed. Mailing labels can be

obtained from a private title insurance company.

Additionally, you must submit a list of all property owners and registered voters in

the area to be annexed regardless of whether they signed the annexation petition

or not.

Annexations to the City of Sherwood

There are generally four methods of owner initiated annexation. These methods are

described below, and the information needed to initiate either method is covered in this

application. It should be noted that a vote of the citizens of the City of Sherwood are

required in three of the four methods.

Double Majority- An annexation where the majority of electors and a majority of the

landowners in the proposed annexation area have agreed to annex into the City. In this

instance, a majority of the landowners, and at least 51% of the registered voters within

the area to be annexed must support the annexation. This method requires a vote of the

citizens of the City of Sherwood.

Triple Majority- An annexation method that requires consent from a majority of the land

owners who own a majority of real property and a majority of the assessed value of land

within the area that is to be annexed. This method does not require that 51% of the

registered voters in the area to be annexed support the application. This method requires

a vote of the citizens of the City of Sherwood.

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Updated August 2017

Super Majority- An annexation method where more than 50% of the registered voters

within the affected territory, and 100% of the property owners within the affected territory

support annexation. This method requires a vote of the citizens of the City of Sherwood.

SB1573 Method- When 100% of the property owners file a petition to be annexed, and

if all criteria outlined in SB1573 are satisfied, then the requirement from the City Charter

for a mandated City wide vote is exempted (this is required in all three other methods).

The City Council becomes the acting authority and no vote of the public is required or

permitted.

I. Application Process for Property Owners and Registered Voters

PLEASE READ ALL INSTRUCTIONS BEFORE FILING A PETITION WITH THE CITY

Step 1. Petition

Please complete the attached Petition form.

Who May Sign: An elector registered to vote in the territory to be annexed; a

property owner who is the legal owner of record or, where there is a recorded

land contract, the purchaser thereunder. If there is multiple ownership each

signer is counted in proportion to the size of their ownership. If a corporation

owns land, the corporation is considered the individual owner and the form

must be signed by an officer of the corporation who has the right to sign on

behalf of the corporation.

Have the County Assessor’s Office:

1. Certify the property owner signatures using the attached Certification of

Property Ownership form (all methods).

2. Certify the assessed value for the properties on the attached Certification

of Assessed Value form (for the Triple Majority Method only).

3. Buy two ¼ Section Maps showing the property to be annexed (all

methods).

4. Certify the map and legal description using the attached Certification of

Assessed Value form (all methods).

5. Proceed to the County Elections Department and have them certify the

signatures of the registered voters by completing the attached

Certification of Registered Voters form (for the Double Majority and Super

Majority Method only). Do this even if the property is vacant. In that case

they certify that there are no registered voters in the affected territory.

Step 2. Legal Description

The legal description noted above must be a metes and bounds legal

description of the territory to be annexed. This description should be inserted

in or attached to the Petition. In addition, one separate copy of the metes and

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bounds description should be submitted to the City along with the application.

(A lot, block and subdivision description may be substituted for the metes and

bounds description if the area is platted and no metes and bounds description

is available, and if this is acceptable to the County Assessor's Office.) If the

legal description contains any deed or book and page references, legible

copies of these must be submitted with the legal description.

Step 3. Map

As noted above you must submit two copies of the 1/4 Section map. This

should be the latest County Assessor's quarter section map (or maps) which

indicates the territory to be annexed. Outline the area to be annexed on the

maps with a red marker or pencil.

Step 4. Notice List & Labels

You must submit two (2) sets of mailing labels for property owners within 1000

feet of the outside edge of the territory to be annexed. Mailing labels can be

obtained from a private title insurance company. Additionally, you must submit

a list of all property owners and registered voters in the area to be annexed

regardless of whether they signed the annexation petition or not.

Step 5. Information Sheet

Complete the attached Boundary Change Data Sheet.

Step 6. Work Sheet

A Worksheet is attached. Fill out the worksheet to help verify that all

requirements are met.

Step 7. Annexation Questionnaire

Complete the Annexation Questionnaire.

Step 8. Draft a Narrative

The application must include a detailed narrative of how the project complies

with criteria for approval. There are three levels of criteria/requirements, State,

Regional and City. It is the applicant’s responsibility to justify the petition.

For the State, Oregon Revised Statutes guide the process for annexations,

ORS 222. See:

https://www.oregonlegislature.gov/bills_laws/ors/ors222.html.

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For the fourth method outlined above, Senate Bill 1573 was added to, and

made a part of, ORS 222.111 to 222.180 and provides specific criteria for

deciding city boundary changes. See:

https://www.oregonlaws.org/ors/222.111.

For the regional level Metro is governing agency. Metro has criteria for

reviewing annexations (Metro Code 3.09). See:

http://www.oregonmetro.gov/sites/default/files/309_eff_071112__final.pdf.

In addition, the City of Sherwood Comprehensive Plan goals and policies,

specifically those in Chapter 3 and Chapter 8 are applicable and should be

addressed in the narrative. See:

https://www.sherwoodoregon.gov/planning/page/comprehensive-plan-ii.

Step 9. Submit Application to City

Submit all materials to City Planning Department.

II. City Review

BELOW IS A SUMMARY OF THE STEPS WHICH WILL BE TAKEN REGARDING

ANNEXATIONS INITIATED BY ANY OF THESE FOUR METHODS.

Step 1. Compliance Review

Submitted materials will be checked for compliance with requirements of state

statutes and the Metro Code Section 3.09 requirements.

Step 2. Public Hearing Date Set

The proposal will be set for a hearing by the city council at the next hearing

date for which all the requirements of the Metro Code and state statutes can

be met. The setting of the hearing date must occur within 45 days of the day

the proposal is judged to be complete pursuant to Metro rules.

Step 3. Public Hearing Notice

Notice of the public hearing will be sent to service providers in the area, to the

applicant, to adjacent property owners and to appropriate neighborhood or

community organizations. Notice of the hearing will be posted in and around

the territory to be annexed. The hearing will also be advertised twice in a

newspaper of general circulation in the area

Step 4. Staff Study and Report

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A staff report will be prepared. This report will cover all applicable criteria

specified in State ORS 222, the Metro Code, and all applicable criteria and

goals form the City of Sherwood Comprehensive Plan. This report will be made

available to the public 15 days prior to the hearing.

Step 5. Public Hearing

The City Council holds a public hearing. At the hearing the Council will consider

applicable criteria. For the SB1573 Method, this is the final decision making

body that acts on the petition.

For the other three methods, at the conclusion of the public hearing, if Council

supports the annexation, they will forward the issue to the voters at the next

available election (usually no less than 60 days).

All annexations, except those that use the SB1573 Method, in Sherwood

require a majority approval of the voters. After the election, the Council will

accept the certified election results and, if approved, by the voters, proclaim the

annexation.

III. Additional Information

1. In order to officially change the boundary, Staff must send the order must be sent

to Secretary of State, County Recorder and County Assessor, State Revenue

Department, and City Recorder. Other interested parties (such as the utilities) are

notified as well. Staff will mail the notice of decision to several local, regional, and

State agencies and departments as required by law to complete the annexation.

2. Annexation to the City of Sherwood boundary allows for City Services. Additional

service district boundary annexations may be necessary (e.g. Clean Water

Services, Metro Regional Boundary, etc.).

3. All annexations fees to the City are deposit based, meaning the City will charge all

required time and materials against the funds, and request additional form the

applicant should additional funds be required.

4. Metro requires a fee to process city-approved annexations for individual applicants.

That fee will be paid by the City as a pass through, and varies depending on the

size and type of the annexation. The Metro fee will be taken from the applicants

application deposit.

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CITY OF SHERWOOD PETITION FOR ANNEXATION

TO THE COUNCIL OF THE CITY OF SHERWOOD, OREGON:

We, the undersigned owner(s) of the property described in Attachment A and/or elector(s) residing

at the referenced location(s), hereby petition for, and give consent to, Annexation of said property to

the City of Sherwood.

LEGEND: PO - Property Owner RV - Registered Voter OV - Property Owner & Registered Voter

I AM A

PROPERTY DESCRIPTION

SIGNATURE

PRINTED NAME

PO

RV

OV

ADDRESS

Parcel

Number

Parcel Size

Assessed

Value

NOTE: This petition may be signed by any qualified persons even though they may not know their property description or precinct number.

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THIS SECTION IS TO BE COMPLETED BY WASHINGTON COUNTY ASSESSOR’S OFFICE

CERTIFICATION OF PROPERTY OWNERSHIP

(All Methods)

I hereby certify that the attached petition for a proposed boundary change (annexation) of the territory

described in Attachment A of the petition contains the names of the owners



of at least one-half of

the land area within the annexation area described, as shown on the last available complete

assessment roll.

NAME:

TITLE:

DEPARTMENT:

COUNTY OF:

DATE:

 *Owner” means the legal owner of record or, where there is a recorded a land contract which is in force, the purchaser thereunder. If there is a

multiple ownership in a parcel of land each consenting owner shall be counted as a fraction to the same extent as the interest of the owner in the land

bears in relation to the interest of the other owners and the same fraction shall be applied to the parcel's land mass and assessed value for purposes of

the consent petition. If a corporation owns land in territory proposed to be annexed, the corporation shall be considered the individual owner of that

land.

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THIS SECTION IS TO BE COMPLETED BY WASHINGTON COUNTY ELECTIONS OFFICE

CERTIFICATION OF REGISTERED VOTERS

(For Double and Super Majority Methods)

I hereby certify that the attached petition for annexation of territory described herein to the

City of Sherwood contains the names of at least a majority of the electors registered in the territory

to be annexed.

NAME:

TITLE:

DEPARTMENT:

COUNTY OF:

DATE:

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THIS SECTION IS TO BE COMPLETED BY WASHINGTON COUNTY ASSESSOR’S OFFICE

CERTIFICATION OF ASSESSED VALUE

(Triple Majority Method)

I hereby certify that the attached petition for a proposed boundary change

(annexation) of the territory described in Attachment A of the petition contains the

current assessed value for the properties within the annexation area described,

consistent with the last available complete assessment roll.

NAME: ______________________________________________________

TITLE: ______________________________________________________

DEPARTMENT: ______________________________________________

COUNTY OF: ________________________________________________

DATE: ______________________________________________________

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THIS SECTION IS TO BE COMPLETED BY WASHINGTON COUNTY ASSESSOR’S OFFICE

CERTIFICATION OF LEGAL DESCRIPTION AND MAP

(All Methods)

I hereby certify that the description of the property included within the

attached petition (located on Assessor’s Map )

has been checked by me and it is a true and exact description of the property

under consideration, and the description corresponds to the attached map

indicating the property under consideration.

NAME

TITLE

DEPARTMENT

COUNTY OF

DATE

10

BOUNDARY CHANGE DATA SHEET

I. EXISTING CONDITIONS IN AREA TO BE ANNEXED OR WITHDRAWN_________________

A. General location: ________________________________________________________

B. Land Area: Acres ___________________ or Square Miles ___________________

C. General description of territory. (Include topographic features such as slopes,

vegetation, drainage basins, floodplain areas, which are pertinent to this proposal.)

______________________________________________________________________

D. Describe Land uses on surrounding parcels. Use tax lots as reference points.

North: ________________________________________________________________

______________________________________________________________________

East: __________________________________________________________________

______________________________________________________________________

South: ________________________________________________________________

______________________________________________________________________

West: _________________________________________________________________

______________________________________________________________________

E. Existing Land Use:

Number of single-family units ______ Number of multi-family units ______

Number of commercial structures ______ Number of industrial structures ______

Public facilities or other uses _______________________________________________

What is the current use the land proposed to be annexed: ________________________

______________________________________________________________________

F. Total current year Assessed Valuation: $_____________________________________

G. Total existing population: _________________________________________________

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II. REASON FOR BOUNDARY CHANGE____________________________________________

A. The Metro Code spells out criteria for consideration (Metro Code 3.09.050). Considering

these criteria, please provide the reasons the proposed boundary change should be

made. Please be very specific. Use additional pages if necessary.

______________________________________________________________________

B. If the property to be served is entirely or substantially undeveloped, what are the plans

for future development? Be specific. Describe type (residential, industrial, commercial,

etc.), density, etc.

______________________________________________________________________

III. LAND USE AND PLANNING____________________________________________________

A. Is the subject territory inside or outside of the Metro Regional Urban Growth Boundary?

______________________________________________________________________

B. What is the applicable County Planning Designation? ___________________________

Or City Planning Designation? _____________________________________________

Does the proposed development comply with applicable regional, county or city

comprehensive plans? Please describe.

______________________________________________________________________

C. What is the zoning on the territory to be served?

______________________________________________________________________

D. Can the proposed development be accomplished under current county zoning?

_____ Yes _____ No

If No, has a zone change been sought from the county either formally or informally?

_____ Yes _____ No

Please describe outcome of zone change request if answer to previous questions was Yes.

__________________________________________________________________

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E. Please indicate all permits and/or approvals from a City, County or Regional

Government which will be needed for the proposed development. If already granted,

please indicate date of approval and identifying number:

APPROVAL

PROJECT

FILE NO.

DATE OF

APPROVAL

FUTURE

REQUIREMENT

Metro UGB Amendment

City of County Plan Amendment

Pre-Application Hearing (City or

County)

Preliminary Subdivision Approval

Final Plat Approval

Land Partition

Conditional Use

Variance

Sub-Surface Sewage Disposal

Building Permit

Please submit copies of proceedings relating to any of the above permits or approvals

which are pertinent to the annexation.

F. If a city and/or county-sanctioned citizens’ group exists in the area of the annexation,

please list its name and address of a contact person.

______________________________________________________________________

IV. SERVICES AND UTILITIES_____________________________________________________

A. Please indicate the following:

1. Location and size of nearest water line that can serve the subject area.

___________________________________________________________________

2. Location and size of nearest sewer line which can serve the subject area.

___________________________________________________________________

__________________________________________________________________

3. Proximity of other facilities (storm drains, fire engine companies, etc.) which can

serve the subject area.

___________________________________________________________________

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4. The time at which services can be reasonably provided by the city or district.

___________________________________________________________________

5. The estimated cost of extending such facilities and/or services and what is to be the

method of financing. (Attach any supporting documents.)

___________________________________________________________________

6. Availability of desired service from any other unit of local government. (Please

indicate the government.)

___________________________________________________________________

B. If the territory described in the proposal is presently included within the boundaries of or

being served extraterritorially or contractually by, any of the following types of

governmental units please so indicate by stating the name or names of the

governmental units involved.

City ____________________________ Rural Fire Dist. ________________________

County Service Dist. _______________ Sanitary District ________________________

Hwy. Lighting Dist. ________________ Water District __________________________

Grade School Dist. ________________ Drainage District ________________________

High School Dist. __________________ Diking District __________________________

Library Dist. ______________________ Park & Rec. Dist. ________________________

Special Road Dist._________________ Other District Supplying

Water Service ________________________

C. If any of the above units are presently servicing the territory (for instance, are residents

in the territory hooked up to a public sewer or water system), please so describe.

______________________________________________________________________

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V. APPLICANT INFORMATION____________________________________________________

APPLICANT’S NAME __________________________________________________________

MAILING ADDRESS __________________________________________________________

__________________________________________________________

TELEPHONE NUMBER __________________________________________________ (Work)

__________________________________________________ (Res.)

REPRESENTING _____________________________________________________________

DATE _______________________________________________________________________

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ANNEXATION QUESTIONNAIRE

It is the applicant’s responsibility to obtain the information requested on the attached annexation

questionnaire. The information is used by the Center for Population Research and Census

(CPRC) at Portland State University to update the estimate of the population for the City of

Sherwood after annexations.

The information collected is confidential and is used for no other purpose. Please obtain the

information prior to submitting the annexation petition. It is your responsibility to update this

information if changes are made between the original application filing and the effective date of

the application.

Fill out one sheet per property that is being annexed.

Address:__________________________________________________________________

Housing type:

Single-family home

Multi-family residence

Manufactured home

Occupancy:

Owner occupied

Renter occupied

Vacant

Seasonal

Resident Information:

Last Name

First Name

Sex

Age

LAST NAME

FIRST NAME

SEX

AGE

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WORKSHEET FOR ANNEXATION TO THE CITY OF SHERWOOD

Please list all properties/registered voters included in the proposal. (If needed, use separate sheets for additional listings.)

**Property Information** (ALL METHODS)

PROPERTY

DESIGNATION

(Tax Lot Numbers)

NAME OF PROPERTY OWNER

TOTAL

ACRES

ASSESSED VALUE OF

THE PROPERTY

SIGNED

PETITION

YES NO

Totals:

**Registered Voters** (DOUBLE MAJORITY METHOD ONLY)

ADDRESS OF REGISTERED VOTER

NAME OF REGISTERED VOTER

SIGNED

PETITION

YES NO

Totals:

**Summary**

TOTAL NUMBER OF REGISTERED VOTERS IN THE PROPOSAL: _____

NUMBER OF REGISTERED VOTERS WHO SIGNED PETITION:_____

PERCENTAGE OF REGISTERED VOTERS WHO SIGNED PETITION:_____

TOTAL ACREAGE IN THE PROPOSAL:_____

ACREAGE SIGNED FOR:_____

PERCENTAGE OF ACREAGE SIGNED FOR:_____

TOTAL NUMBER OF SINGLE-FAMILY UNITS:_____

TOTAL NUMBER OF MULTI-FAMILY UNITS:_____

TOTAL NUMBER OF COMMERCIAL STRUCTURES:_____

TOTAL NUMBER OF INDUSTRIAL STRUCTURES:_____

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