9239 SE Idleman Road, Happy Valley, OR 97086

9239 SE Idleman Road Happy Valley, OR 97086

TABLE OF CONTENTS Property Details Maps Local Schools Community Utilities & Resources Title & Escrow Covenants, Conditions & Restrictions

The information contained is provided by WFG’s Customer Service Department to our customers, and while deemed reliable, is not guaranteed.

PROPERTY DETAILS

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Owner Information MILTON CHERYL K /

Owner Name: Vesting: Mail Address:

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086

Owner Status:

OwnerOccupied

Location Information

Legal Desc:

SECTION 28 TOWNSHIP 1S RANGE 2E QUARTER DB TAX LOT 01602

County:

CLACKAMAS

Census/Block: 022206 / 2027

Alt Parcel #

12E28DB01602

School District: NORTH CLACKAMAS 12

Tsp-Rng-Sec:

T1S-R2E-S28

Municipality:

Lot / Block:

Lot: 1602 Block:

Parcel #:

00050438

Housing Tract: RIVER BLUFF Last Market Sale Date:

2002-01-31/2002-01-30

Lender:

MORTGAGE MARKET

Sale Price:

182500

Loan:

173350

Document #: 2002.10148

Document #: 2002.10149

Doc Type:

DEED

Loan Type:

$ Sqft:

$90.12

Loan Term:

CONVENTIONAL

Prior Sale Information Date:

1997-07-11/1997-07-10

Lender:

Price:

158000

Loan:

Document #: 1997.51499

Document #:

Doc Type:

Loan Type:

150100 CONVENTIONAL

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Property Characteristics Garage Area: 483

Gross Area: Living Area:

2025

Above Grade: N/A

Interior Wall

Roof Shape:

GABLE

Porch Type:

Foundation:

CONCRETE

Patio Type:

Bedrooms:

3

Roof Material: COMPOSITION

Air Cond:

Bath (F/H):

2/1

Construction:

Fixtures:

Fireplace:

FIREPLACE

Heat Type:

Year Built:

1988

Cooling Type:

Parking Type: Garage Units:

1

Basement:

Exterior Wall:

FORCED AI

Floor: Equipment:

CLAPBOARD

Rooms: Quality:

AVERAGE

Stories:

1

Pool:

No

Condition:

Property Information Land Use:

SFR

County Use:

RESIDENTIAL PROPE State Use:

Zoning:

R10

Lot Acres:

0.21

Lot Sqft:

9,148

Len/Wid:

/

Tax and Assessment Information Assd Year:

2019

Assd Value:

$341,002

Taxable Val:

$341,002

Tax Year:

2019

Land Value:

$100,552

Mkt Value:

$341,002

Tax Area:

012-073

Imp Value:

$240,450

Exemption:

Property Tax:

$4,299.07

Improved %:

71%

District:

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Averages

Avg Bedrooms

Avg Bathrooms

Avg Sqft

Avg Price

Avg $Sqft

2015

2.00

2.75

1,948

$387,250

$199

2016

2.00

2.75

2,031

$319,125

$157

2017

2.00

2.60

2,078

$324,490

$156

2018

3.00

3.25

1,983

$432,500

$218

2019

2.00

2.67

2,105

$391,167

$186

Average Sale Price $432,500

$387,250 $319,125

$324,490

2016

2017

2015

2018

$391,167

2019

Average $ Per Square Foot $218

$199

2015

$186 $157

$156

2016

2017

2018

2019

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Female Population

12,445

13.2% 0-9

16.3%

10-19

13.1%

13.4%

20-29

30-39

17.4%

18.2%

40-49

50-59

10.0%

11.5%

60-69

70+

10.4%

8.9%

60-69

70+

Male Population

12,180

13.2% 0-9

17.0%

10-19

14.3%

14.6%

17.5%

20-29

30-39

40-49

Education

18.5%

50-59

Employment

No Diploma: High School: Some College: Bachelor's Graduate's:

6.7% 19.2% 32.3% 26.9% 14.9%

Working Age: Labor Force: Median Income:

18,799 79.7% $75,719 91.7%

Employed: Unemployed:

8.3%

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

MAPS

ASSESSOR MAP

This map/plat is being furnished as an aid in locating described land in relation to adjoining streets, natural boundaries and other land, and is not a survey of the land depicted. Except to the extent a policy of title insurance is expressly modified by endorsement, if any, the company does not insure dimensions, distances, location of easements, acreage or other matters shown thereon.

STREET MAP

This map/plat is being furnished as an aid in locating described land in relation to adjoining streets, natural boundaries and other land, and is not a survey of the land depicted. Except to the extent a policy of title insurance is expressly modified by endorsement, if any, the company does not insure dimensions, distances, location of easements, acreage or other matters shown thereon.

AERIAL MAP

This map/plat is being furnished as an aid in locating described land in relation to adjoining streets, natural boundaries and other land, and is not a survey of the land depicted. Except to the extent a policy of title insurance is expressly modified by endorsement, if any, the company does not insure dimensions, distances, location of easements, acreage or other matters shown thereon.

CITY BOUNDARY MAP

This map/plat is being furnished as an aid in locating described land in relation to adjoining streets, natural boundaries and other land, and is not a survey of the land depicted. Except to the extent a policy of title insurance is expressly modified by endorsement, if any, the company does not insure dimensions, distances, location of easements, acreage or other matters shown thereon.

SCHOOLS

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

North Clackamas Sd 12 Elementary Schools Mount Scott Elementary 11201 SE STEVENS RD PORTLAND OR 97266 Grades: KG to 06 Charter School: N Magnet School: U

503-653-3880 Area Desc: Suburb: Large Distance: 0.61 Miles Title One: N

Whitcomb Elementary 7400 SE THOMPSON RD MILWAUKIE OR 97222 Grades: KG to 06 Charter School: N Magnet School: U Middle Schools Alder Creek Middle School 13801 SE WEBSTER RD MILWAUKIE OR 97267 Grades: 07 to 08 Charter School: N Magnet School: U

503-353-5660 Area Desc: Suburb: Large Distance: 1.08 Miles Title One: Y

Sunrise Middle School 14331 SE 132ND CLACKAMAS OR 97015 Grades: 07 to 08 Charter School: N Magnet School: U High Schools Clackamas High 14486 SE 122ND AVE CLACKAMAS OR 97015 Grades: 09 to 12 Charter School: N Magnet School: U

503-353-5750 Area Desc: Suburb: Large Distance: 2.93 Miles Title One: N

Milwaukie High 11300 SE 23RD AVE MILWAUKIE OR 97222 Grades: 09 to 12 Charter School: N Magnet School: U

503-353-5830 Area Desc: Suburb: Large Distance: 3.48 Miles Title One: N

503-353-5700 Area Desc: Suburb: Large Distance: 2.24 Miles Title One: N

503-353-5800 Area Desc: Suburb: Large Distance: 2.70 Miles Title One: N

Your assigned school should be the first school in each category, but it is recommended you check with the district or school.

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

OREGON AT-A-GLANCE DISTRICT PROFILE North Clackamas SD 12

2018-19

SUPERINTENDENT: Matt Utterback | 12400 SE Freeman Way, Milwaukie 97222 | 503-353-6000

Students We Serve

Start Strong

16,930 Student Enrollment

Academic Progress

Grades K-2 REGULAR ATTENDERS

Grade 3 ENGLISH LANGUAGE ARTS

Grades 3-8 INDIVIDUAL STUDENT PROGRESS

Students who attended more than 90% of their enrolled school days.

Students meeting state grade-level expectations.

Year-to-year progress in English language arts and mathematics.

DEMOGRAPHICS

Decrease from previous year

Decrease from previous year

3%

4%

American Indian/Alaska Native Students

<1%

Teachers

1%

Asian Students

9%

Teachers

3%

83%

45% Oregon average

Black/African American

Oregon average

83%

47%

Students

2%

Teachers

1%

High School Success

Students

18%

Teachers

4%

Grade 8 MATHEMATICS

Grade 9 ON-TRACK TO GRADUATE

Grade 12 ON-TIME GRADUATION

Students meeting state grade-level expectations.

Students earning one-quarter of graduation credits in their 9th grade year.

Hispanic/Latino

Multiracial Students

8%

Teachers

2%

Native Hawaiian/Pacific Islander Students

1%

Teachers

<1%

White Students

62%

Teachers

89%

21%

Languages Spoken

17% 12% 38% Students with Disabilities

Mobile Students

Free/ Reduced Price Lunch

Decrease from previous year

2%

1%

1%

44%

87% Oregon average

68

Ever English Learners

Decrease from previous year

Students earning a diploma within four years.

Cohort includes students who were first-time ninth graders in 2014-15.

Increase from previous year

39%

85% Oregon average

85%

Oregon average

79%

District Goals

State Goals

The North Clackamas School District’s purpose is “Preparing graduates who are inspired and empowered to strengthen the quality of life in our local and global communities.” For 2018-2022, NCSD’s Key Performance Indicators are: Strong School District Climate Ratings, Third Graders Read at or Above Grade Level, Eighth Graders Algebra Ready, Tenth Graders on Track with Six Credits, All Students Graduating High School, Increasing Post-Secondary Enrollment Rates

The Oregon Department of Education is partnering with school districts and local communities to ensure a 90% on-time, four year graduation rate by 2025. To progress toward this goal, the state will prioritize efforts to improve attendance, provide a wellrounded education, invest in implementing culturally responsive practices, and promote continuous improvement to close opportunity and achievement gaps for historically and currently underserved students.

*<10 students or data unavailable

District Website: www.nclack.k12.or.us

For more information please visit: www.oregon.gov/ode/reports-and-data/

OREGON AT-A-GLANCE DISTRICT PROFILE CONTINUED North Clackamas SD 12

2018-19

SUPERINTENDENT: Matt Utterback | 12400 SE Freeman Way, Milwaukie 97222 | 503-353-6000

Our Staff (rounded FTE)

52

Administrators

Outcomes

American Indian/Alaska Native <10 students or data unavailable

Teachers

84%

Educational assistants

Licensed Librarians

82%

Male

83%

Psychologists

<10 students or data unavailable

>95%

Average Average

<10 students or data unavailable

<10 students or data unavailable

Grade 9 ON-TRACK TO GRADUATE

American Indian/Alaska Native <10 students or data unavailable

73% >95%

19% 41% 47%

White

36%

Data are suppressed to protect confidential student information.

Male

89%

92%

91% 85% 78%

86%

11%

Data not available

73%

75% >95%

43%

98%

89%

45%

Non-Binary <10 students or data unavailable

71%

<10 students or data unavailable

>95%

Talented and Gifted Female

88%

79%

Migrant <10 students or data unavailable

% of licensed teachers with more than 3 years of experience

79%

87%

25%

Ever English Learner

97%

83%

Native Hawaiian/Pacific Islander <10 students or data unavailable Free/Reduced Price Lunch

96%

84%

26%

Hispanic/Latino

Grade 12 ON-TIME GRADUATION

<10 students or data unavailable

73%

Asian

High

47% 44%

Grade 8 MATHEMATICS

Students with Disabilities

83%

<10 students or data unavailable

Non-Binary <10 students or data unavailable

Multiracial

15

Average Average

>95%

Female

Black/African American

Average

25%

Migrant <10 students or data unavailable Talented and Gifted

42

Average

22%

76%

Students with Disabilities

Average 48%

28%

79%

Ever English Learner

Counselors

4

72%

Free/Reduced Price Lunch

Average

31%

White

239

Average 60%

56%

Native Hawaiian/Pacific Islander

Average

27%

80%

Multiracial

High

50%

76%

Hispanic/Latino

Average

55%

79%

Black/African American

Grades 3-8 INDIVIDUAL STUDENT PROGRESS

<10 students or data unavailable

92%

Asian

813

Grade 3 ENGLISH LANGUAGE ARTS

Grades K-2 REGULAR ATTENDERS

89%

86% Coming in 2019-20

82% Coming in 2019-20

Seismic Safety: http://www.oregongeology.org/sub/projects/rvs/activity-updates/status.html

OREGON AT-A-GLANCE SCHOOL PROFILE Mount Scott Elementary School

2018-19

PRINCIPAL: Cam Kitchen | GRADES: K-5 | 11201 SE Stevens Rd, Happy Valley 97086 | 503-353-5500

Students We Serve

School Environment

384

Academic Progress INDIVIDUAL STUDENT PROGRESS

CLASS SIZE

REGULAR ATTENDERS

Median class size.

Students who attended more than 90% of their enrolled school days.

Increase from previous year

Student Enrollment

Increase from previous year

2

DEMOGRAPHICS American Indian/Alaska Native Students

1%

Teachers

0%

29

Year-to-year progress in English language arts and mathematics.

1%

90%

Asian Students

18%

Teachers

0%

Oregon average

25

Black/African American Students

1%

Teachers

4%

Hispanic/Latino Students

14%

Teachers

0%

Students

8% 0%

ENGLISH LANGUAGE ARTS

MATHEMATICS

SCIENCE

Students meeting state grade-level expectations.

Students meeting state grade-level expectations.

Students meeting state grade-level expectations.

Decrease from previous year

2%

Teachers

0%

No change from previous year

5%

Native Hawaiian/Pacific Islander Students

80%

Academic Success

Multiracial Teachers

Oregon average

60%

Coming in 2019-20

59%

White Students

56%

Teachers

96%

21%

19

Ever English Learners

Languages Spoken

16% 93% 30% Students with Disabilities

Required Vaccinations

Free/ Reduced Price Lunch

Oregon average

Oregon average

51%

43%

School Goals

State Goals

Safe & Welcoming Environment

As elementary students enter a vibrant neighborhood school, charter school, or magnet school, NCSD fosters a joy of learning, a positive vision for their future is nurtured, and a school environment where their cultural heritage is valued. NCSDâ&#x20AC;&#x2122;s elementary schools are striving to achieve this vision by focusing on the whole child and ensuring their social, emotional, physical, and academic needs are met.

The Oregon Department of Education is partnering with school districts and local communities to ensure a 90% ontime, four year graduation rate by 2025. To progress toward this goal, the state will prioritize efforts to improve attendance, provide a well-rounded education, invest in implementing culturally responsive practices, and promote continuous improvement to close opportunity and achievement gaps for historically and currently underserved students.

NCSD believes the physical, social, and emotional safety of each student is a priority no matter their demographics or identity. Therefore, NCSD has an obligation to each student, family, staff member, and community member to provide environments that hold at their center a sense of safety and respect. NCSD values all people no matter their background, race, religion, income, language, disability, gender, gender identity, or sexual orientation.

*<10 students or data unavailable

School Website: www.nclack.k12.or.us/Domain/2262

For more information please visit: www.oregon.gov/ode/reports-and-data/

OREGON AT-A-GLANCE SCHOOL PROFILE CONTINUED Mount Scott Elementary School

2018-19

PRINCIPAL: Cam Kitchen | GRADES: K-5 | 11201 SE Stevens Rd, Happy Valley 97086 | 503-353-5500

Our Staff (rounded FTE)

19 Teachers

Outcomes REGULAR ATTENDERS

ENGLISH LANGUAGE ARTS

American Indian/Alaska Native <10 students or data unavailable

<10 students or data unavailable

>95%

Asian Black/African American <10 students or data unavailable

9

Educational assistants

Hispanic/Latino

80%

Multiracial

81%

Free/Reduced Price Lunch

<1

Counselors

13% Average teacher turnover rate

95% % of licensed teachers with more than 3 years of experience

Yes

Same principal in the last 3 years

Students with Disabilities

73%

33%

<10 students or data unavailable

14% 60%

<10 students or data unavailable

91% 82%

50% <10 students or data unavailable

69%

66%

33% 85%

Ever English Learner

<10 students or data unavailable

53% <10 students or data unavailable

Native Hawaiian/Pacific Islander <10 students or data unavailable White

MATHEMATICS

82%

33%

30%

38%

35%

Migrant <10 students or data unavailable Talented and Gifted <10 students or data unavailable Female

91%

Male

90%

Non-Binary <10 students or data unavailable

18%

<10 students or data unavailable

<10 students or data unavailable

<10 students or data unavailable

<10 students or data unavailable

53%

47%

66% <10 students or data unavailable

68% <10 students or data unavailable

About Our School BULLYING, HARASSMENT, AND SAFETY POLICIES

EXTRACURRICULAR ACTIVITIES

PARENT ENGAGEMENT

COMMUNITY ENGAGEMENT

NCSD believes safety in all its forms-physical, emotional, and psychological, are essential for all students, families, and staff to feel if they are to be contributing members of the school community. For this reason, NCSD has a comprehensive set of policies that prohibit bullying and harassment, and NCSD has established multiple reporting and accountability measures designed to assist NCSD to respond quickly to these incidents.

Information about NCSD’s policies can be found at: bit.ly/2CrTbnk.

PTA/PTO Sponsored Family Nights, North Clackamas Parks & Rec Programming

Engaged parents/guardians are a key component in the academic success of many students. NCSD provides multiple forums for parents/guardians to become involved in their student’s education, their school, and the larger NCSD community.

NCSD believes it is essential for parents/guardians to be active participants whether their student is thriving or experiencing challenges, and NCSD’s 32 schools know this is a key responsibility.

North Clackamas Schools values the contributions of its community partners.

Local businesses, social service organizations, and numerous individual volunteers add to the richness of the NCSD experience, both inside and outside of classrooms. Volunteers are welcome at all schools, and are a valued source of knowledge and expertise benefiting students and staff.

Data are suppressed to protect confidential student information.

For more information please visit: www.oregon.gov/ode/reports-and-data/

OREGON AT-A-GLANCE SCHOOL PROFILE Happy Valley Middle School

2018-19

PRINCIPAL: Lajena Broadous | GRADES: 6-8 | 13865 SE King Rd, Happy Valley 97086 | 503-353-1920

Students We Serve

School Environment

1,146

Academic Progress INDIVIDUAL STUDENT PROGRESS

CLASS SIZE

REGULAR ATTENDERS

Median class size.

Students who attended more than 90% of their enrolled school days.

No change from previous year

Student Enrollment

Year-to-year progress in English language arts and mathematics.

Decrease from previous year

1%

DEMOGRAPHICS American Indian/Alaska Native Students

<1%

Teachers

0%

32.5

90%

Asian Students

21%

Teachers

4%

Oregon average

25

Black/African American Students

1%

Teachers

0%

Hispanic/Latino Students

9%

Teachers

4%

Students

8% 4%

ENGLISH LANGUAGE ARTS

MATHEMATICS

SCIENCE

Students meeting state grade-level expectations.

Students meeting state grade-level expectations.

Students meeting state grade-level expectations.

Native Hawaiian/Pacific Islander Students

<1%

Teachers

0%

80%

Academic Success

Multiracial Teachers

Oregon average

Decrease from previous year

Decrease from previous year

2%

2%

73%

Coming in 2019-20

65%

White Students

60%

Teachers

89%

18%

29

Ever English Learners

Languages Spoken

12% 94% 21% Students with Disabilities

Required Vaccinations

Free/ Reduced Price Lunch

Oregon average

Oregon average

54%

39%

School Goals

State Goals

Safe & Welcoming Environment

As middle school students enter a vibrant neighborhood school or charter school, NCSD fosters a joy of learning, a positive vision for their future is nurtured, and a school environment where their cultural heritage is valued.

NCSDâ&#x20AC;&#x2122;s middle schools are striving to achieve this by introducing students to a variety of elective options and supporting their academic growth through such programs as AVID.

The Oregon Department of Education is partnering with school districts and local communities to ensure a 90% ontime, four year graduation rate by 2025. To progress toward this goal, the state will prioritize efforts to improve attendance, provide a well-rounded education, invest in implementing culturally responsive practices, and promote continuous improvement to close opportunity and achievement gaps for historically and currently underserved students.

NCSD believes the physical, social, and emotional safety of each student is a priority no matter their demographics or identity. Therefore, NCSD has an obligation to each student, family, staff member, and community member to provide environments that hold at their center a sense of safety and respect. NCSD values all people no matter their background, race, religion, income, language, disability, gender, gender identity, or sexual orientation.

*<10 students or data unavailable

School Website: www.nclack.k12.or.us/Domain/1215

For more information please visit: www.oregon.gov/ode/reports-and-data/

OREGON AT-A-GLANCE SCHOOL PROFILE CONTINUED Happy Valley Middle School

2018-19

PRINCIPAL: Lajena Broadous | GRADES: 6-8 | 13865 SE King Rd, Happy Valley 97086 | 503-353-1920

Our Staff (rounded FTE)

46 Teachers

Outcomes REGULAR ATTENDERS

ENGLISH LANGUAGE ARTS

American Indian/Alaska Native <10 students or data unavailable

>95%

Asian

5

Educational assistants

92%

50%

Hispanic/Latino

85%

50%

Multiracial

95%

Native Hawaiian/Pacific Islander <10 students or data unavailable

2

Counselors

14% Average teacher turnover rate

81% % of licensed teachers with more than 3 years of experience

Yes

Same principal in the last 3 years

Students with Disabilities

43% 72%

<10 students or data unavailable

74%

64%

58% 89%

76%

50%

62%

59%

24%

Migrant <10 students or data unavailable

20%

<10 students or data unavailable

>95%

Talented and Gifted

60%

<10 students or data unavailable

82%

Ever English Learner

82% 33%

86%

White

<10 students or data unavailable

81%

Black/African American

Free/Reduced Price Lunch

MATHEMATICS

<10 students or data unavailable

Female

89%

Male

90%

Non-Binary <10 students or data unavailable

<10 students or data unavailable

>95%

>95%

79%

67%

65% <10 students or data unavailable

63% <10 students or data unavailable

About Our School BULLYING, HARASSMENT, AND SAFETY POLICIES

EXTRACURRICULAR ACTIVITIES

PARENT ENGAGEMENT

COMMUNITY ENGAGEMENT

NCSD believes safety in all its forms-physical, emotional, and psychological, are essential for all students, families, and staff to feel if they are to be contributing members of the school community. For this reason, NCSD has a comprehensive set of policies that prohibit bullying and harassment, and NCSD has established multiple reporting and accountability measures designed to assist NCSD to respond quickly to these incidents.

Information about NCSD’s policies can be found at: bit.ly/2CrTbnk.

· Cross Country · Track · After School Programs · Student Council · Video Club

Engaged parents/guardians are a key component in the academic success of many students. NCSD provides multiple forums for parents/guardians to become involved in their student’s education, their school, and the larger NCSD community.

NCSD believes it is essential for parents/guardians to be active participants whether their student is thriving or experiencing challenges, and NCSD’s 32 schools know this is a key responsibility.

North Clackamas Schools values the contributions of its community partners.

Local businesses, social service organizations, and numerous individual volunteers add to the richness of the NCSD experience, both inside and outside of classrooms. Volunteers are welcome at all schools, and are a valued source of knowledge and expertise benefiting students and staff.

Data are suppressed to protect confidential student information.

For more information please visit: www.oregon.gov/ode/reports-and-data/

OREGON AT-A-GLANCE SCHOOL PROFILE Clackamas High School

2018-19

PRINCIPAL: Tammy O'Neill | GRADES: 9-12 | 14486 SE 122nd Ave, Clackamas 97015 | 503-353-5800

Students We Serve

School Environment

2,449

Academic Progress

CLASS SIZE

REGULAR ATTENDERS

ON-TRACK TO GRADUATE

Median size of classes in core subjects.

Students who attended more than 90% of their enrolled school days.

Students earning one-quarter of graduation credits in their 9th grade year.

Decrease from previous year

Student Enrollment

Decrease from previous year

1

DEMOGRAPHICS American Indian/Alaska Native Students

<1%

Teachers

0%

29

No change from previous year

1%

88%

95%

Asian Students

18%

Teachers

3%

Oregon average

25

Black/African American Students

2%

Teachers

1%

Hispanic/Latino Students

12%

Teachers

3%

Multiracial Students

8%

Teachers

1%

Students

<1% 0%

Oregon average

80%

85%

Academic Success ON-TIME GRADUATION

FIVE-YEAR COMPLETION

COLLEGE GOING

Students earning a diploma within four years.

Cohort includes students who were first-time ninth graders in 2014-15.

Increase from previous year

Students earning a high school diploma or GED within five years.

Students enrolling in a two or four year college within one year of completing high school, as reported by the National Student Clearinghouse.

Native Hawaiian/Pacific Islander Teachers

Oregon average

Increase from previous year

Decrease from previous year

2%

4%

2%

94%

94%

75%

White Students

59%

Teachers

92%

24%

37

Ever English Learners

Languages Spoken

11% 95% 25% Students with Disabilities

Required Vaccinations

Free/ Reduced Price Lunch

*<10 students or data unavailable

School Website: www.nclack.k12.or.us/Domain/322

Oregon average

Oregon average

79%

85%

Oregon average

62%

School Goals

State Goals

Safe & Welcoming Environment

As high school students enter a vibrant neighborhood school or charter school, NCSD fosters a joy of learning, a positive vision for their future is nurtured, and a school environment where their cultural heritage is valued.

NCSDâ&#x20AC;&#x2122;s high schools are striving to achieve this by providing multiple college-credit opportunities, careertechnical courses, and activities for many interests.

The Oregon Department of Education is partnering with school districts and local communities to ensure a 90% ontime, four year graduation rate by 2025. To progress toward this goal, the state will prioritize efforts to improve attendance, provide a well-rounded education, invest in implementing culturally responsive practices, and promote continuous improvement to close opportunity and achievement gaps for historically and currently underserved students.

NCSD believes the physical, social, and emotional safety of each student is a priority no matter their demographics or identity. Therefore, NCSD has an obligation to each student, family, staff member, and community member to provide environments that hold at their center a sense of safety and respect. NCSD values all people no matter their background, race, religion, income, language, disability, gender, gender identity, or sexual orientation.

For more information please visit: www.oregon.gov/ode/reports-and-data/

OREGON AT-A-GLANCE SCHOOL PROFILE CONTINUED Clackamas High School

2018-19

PRINCIPAL: Tammy O'Neill | GRADES: 9-12 | 14486 SE 122nd Ave, Clackamas 97015 | 503-353-5800

Our Staff (rounded FTE)

85 Teachers

Outcomes REGULAR ATTENDERS

ON-TRACK TO GRADUATE

American Indian/Alaska Native <10 students or data unavailable

10

Educational assistants

Hispanic/Latino

93% 84%

6

Counselors

10% Average teacher turnover rate

84% % of licensed teachers with more than 3 years of experience

81%

Multiracial

91%

Native Hawaiian/Pacific Islander

91%

White

87%

Free/Reduced Price Lunch

>95%

98%

92%

100%

92%

88%

>95%

94% 100%

<10 students or data unavailable

94%

83%

93%

91% 87%

Ever English Learner Students with Disabilities

100%

<10 students or data unavailable

Asian Black/African American

ON-TIME GRADUATION

91%

79%

87% Data not available

90%

Migrant <10 students or data unavailable

79% 67%

<10 students or data unavailable

Talented and Gifted

94%

>95%

100%

Female

88%

>95%

97%

Male

87%

Non-Binary <10 students or data unavailable

94% Coming in 2019-20

91% Coming in 2019-20

About Our School ADVANCED COURSEWORK Advanced Placement: Language and Composition, Biology, Chemistry, Environmental Science, Human Geography, US History & Government, Physics, Psychology, Studio Art, Spanish, French, Japanese

No

Same principal in the last 3 years

Data are suppressed to protect confidential student information.

CAREER & TECHNICAL EDUCATION Every high school student has the opportunity to explore over 60 Career and Technical courses: Agriculture, Architecture and Design, Automotive, Broadcasting, Building Construction, Business & Management, Cosmetology, Culinary Arts, Digital Design, Early Learning, Education, Electronics, Fire Science, Forestry, Health Services, Law Enforcement, Manufacturing & Engineering, and Programming & Coding.

A video about the Sabin-Schellenberg Center is found here: https://www.youtube.com/watch?v=ud nHIT29aaY

EXTRACURRICULAR ACTIVITIES

PARENT & COMMUNITY ENGAGEMENT

· 18 Interscholastic Sports · 18 Academic Clubs · 2 Service Clubs · 5 Theatrical Shows · 5 Club Sports

At NCSD, parents/guardians and the community work in concert with district employees in support of all students. NCSD pursues strong relationships with families and volunteers, and works to form strategic partnerships with local organizations and businesses. Together, barriers to student achievement are removed and a stronger community is formed.

For more information please visit: www.oregon.gov/ode/reports-and-data/

COMMUNITY

CITY OF HAPPY VALLEY

13,903 POPULATION 2010 Census Data

MALE 49.7%

$75,791

FEMALE 50.3%

37

MEDIAN INCOME

MEDIAN AGE

2010 Census Data

2010 Census Data

Happy Valley is a city in the State of Oregon, Clackamas County. Happy Valley is a member of the Portland, Oregon metropolitan area, bordering Portland, Clackamas, Damascus, Pleasant Valley, and Sunnyside. The City has a mayor, along with four other city council members. There is also a planning commission, as well as a Park Advisory/Urban Forestry Commission, Citizen Traffic, and Public Safety Committee.

SCHOOL DISTRICTS 

North Clackamas

HOUSING

AGE DEMOGRAPHIC 2010 Census Data     

30.2% under age 18 6.8% between ages 18 to 24 27% between ages 25 to 44 27.9% between ages 45 to 64 8.2% above age 65

2010 Census Data  

85.77% of homes owner occupied 14.23% of homes rented

POPULATION DENSITY 2010 Census Data  

1,679.1 inhabitants per sq. mile 4,708 housing units at an average density of 568.6 per sq. mile

CITY QUICK FACTS     

8.32 square miles 9.7 miles southeast of Portland 497 feet elevation Highest Average Temperature 81º Lowest Average Temperature 45º

Happy Valley was originally called Christina Valley, named after the first residents, Christian and Matilda Deardorff. They arrived in 1851 and claimed 640 acres on the floor of the valley. The city was officially incorporated in 1965 and remained a small community until the late 1990s, when it was one of the fastestgrowing cities in Oregon.

METRO AREA BASE MAP

Your Local Market Report Happy Valley, OR 97086 REPORT FOR 4/28/2020 Single-Family Homes

Presented by WFG National Title Company reports@wfgnationaltitle.com

Single-Family Homes

Your Local Market Report WFG National Title Company | oregon.wfgnationaltitle.com

Happy Valley, OR 97086 Real-Time Market Profile

This week the median list price for Happy Valley, OR 97086 is $614,950 with the market action index hovering around 38. This is less than last month's market action index of 40. Inventory has held steady at or around 130.

Market Action Index This answers “How’s the Market?” by comparing rate of sales versus inventory.

50

40

Buyer's Market

60

20

10

90

38

100

ay Tod

M

80

Last

th on

0

Seller's Market

70

30

Slight Seller's Advantage The market has started cooling and prices have been flat for several weeks. Since we’re in the Seller’s zone, watch for changes in MAI. If the MAI resumes its climb, prices will likely follow suit. If the MAI drops consistently or falls into the Buyer’s zone, watch for downward pressure on prices.

Median List Price

$614,950

Per Square Foot

$212

Days on Market

109

Price Decreased

20%

Price Increased

14%

Relisted

6%

Inventory

130

Median Rent

$2,250

Most Expensive

$2,500,000

Least Expensive

$407,900

Market Action

38

Slight Seller's Advantage

Market Segments Each segment below represents approximately 25% of the market ordered by price.

Median Price

Sq. Ft.

Lot Size

Beds

Bath

Age

New

Absorbed

DOM

$887,450

4,532

0.25 - 0.5 acre

5

3

4

4

2

137

$689,955

3,095

8,000 - 10,000 sqft

4

3

1

2

2

139

$565,000

2,815

8,000 - 10,000 sqft

4

2

7

5

0

102

$475,000

2,251

6,500 - 8,000 sqft

3

2

0

3

4

57

Powered by Altos Research, Inc. | www.altos.re | Copyright © 2020 Altos Research, Inc.

2 of 6

Tue Apr 28 2020

Single-Family Homes

Your Local Market Report WFG National Title Company | oregon.wfgnationaltitle.com

Happy Valley, OR 97086

Median List Price

Again this week we see prices in this zip code remain roughly at the level they’ve been for several weeks. Since we’re significantly below the top of the market, look for a persistent up-shift in the Market Action Index before we see prices move from these levels. $775K $750K $725K $700K $675K $650K $625K $600K $575K Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

7-Day Average

Jan 2019

May 2019

Sep 2019

Jan 2020 Apr 2020

90-Day Average

Segments

In the quartile market segments, we see prices in this zip code have settled at a price plateau across the board. Prices in all four quartiles are basically mixed. Look for a persistent shift (up or down) in the Market Action Index before prices move from these current levels. $1.4M

$1.2M

$1.0M

$800K

$600K

$400K Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

Jan 2019

First/Top 90-Day Second/Upper 90-Day Fourth/Bottom 90-Day

May 2019

Sep 2019

Jan 2020 Apr 2020

Third/Lower 90-Day

Tue Apr 28 2020 Powered by Altos Research, Inc. | www.altos.re | Copyright © 2020 Altos Research, Inc.

3 of 6

Single-Family Homes

Your Local Market Report WFG National Title Company | oregon.wfgnationaltitle.com

Happy Valley, OR 97086

Price Per Square Foot

The market plateau is seen across the price and value. The price per square foot and median list price have both been reasonably stagnant. Watch the Market Action Index for persistent changes as a leading indicator before the market moves from these levels. $230

$220

$210

$200

$190

$180

$170 Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

7-Day Average

Jan 2019

May 2019

Sep 2019

Jan 2020 Apr 2020

90-Day Average

Inventory

Inventory has been climbing lately. Note that rising inventory alone does not signal a weakening market. Look to the Market Action Index and Days on Market trends to gauge whether buyer interest is keeping up with available supply.

200

175

150

125

100

75 Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

7-Day Average

Jan 2019

May 2019

Sep 2019

Jan 2020 Apr 2020

90-Day Average

Tue Apr 28 2020 Powered by Altos Research, Inc. | www.altos.re | Copyright Š 2020 Altos Research, Inc.

4 of 6

Single-Family Homes

Your Local Market Report WFG National Title Company | oregon.wfgnationaltitle.com

Happy Valley, OR 97086

Market Action Index

The market has started cooling and prices have been flat for several weeks. Since we’re in the Seller’s zone, watch for changes in MAI. If the MAI resumes its climb, prices will likely follow suit. If the MAI drops consistently or falls into the Buyer’s zone, watch for downward pressure on prices.

80 70 60 50 40 30 20 10 Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

7-Day Average

Jan 2019

May 2019

Sep 2019

Jan 2020 Apr 2020

90-Day Average

Market Action Segments

Not surprisingly, all segments in this zip code are showing high levels of demand. Watch the quartiles for changes before the whole market changes. Often one end of the market (e.g. the high-end) will weaken before the rest of the market and signal a slowdown for the whole group.

80 70

60 50

40 30

20 Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

Jan 2019

First/Top 90-Day Second/Upper 90-Day Fourth/Bottom 90-Day

May 2019

Sep 2019

Jan 2020 Apr 2020

Third/Lower 90-Day

Tue Apr 28 2020 Powered by Altos Research, Inc. | www.altos.re | Copyright © 2020 Altos Research, Inc.

5 of 6

Single-Family Homes

Your Local Market Report WFG National Title Company | oregon.wfgnationaltitle.com

Happy Valley, OR 97086

Average Days on Market (DOM)

The properties have been on the market for an average of 116 days. Half of the listings have come newly on the market in the past 73 or so days. Watch the 90-day DOM trend for signals of a changing market.

200

175

150

125

100

75

50 Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

7-Day Average

Jan 2019

May 2019

Sep 2019

Jan 2020 Apr 2020

90-Day Average

Segments

It is not uncommon for the higher priced homes in an area to take longer to sell than those in the lower quartiles.

300

250

200 150

100 50

0 Apr 2017

Sep 2017

Jan 2018

May 2018

Sep 2018

Jan 2019

First/Top 90-Day Second/Upper 90-Day Fourth/Bottom 90-Day

May 2019

Sep 2019

Jan 2020 Apr 2020

Third/Lower 90-Day

Tue Apr 28 2020 Powered by Altos Research, Inc. | www.altos.re | Copyright Š 2020 Altos Research, Inc.

6 of 6

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Animal - Rescue Name

Address

Clackamas County Veterinary C

1678 Beavercreek Rd

Animal - Services Name

Address

Horner, Joshua DVM - Banfield Edens, Ilona DVM - Southgate

Telephone

Distance

503-657-3171

8.20 Mi

Telephone

Distance

9450 SE 82nd Ave

503-788-2154

0.61 Mi

7851 SE King Rd

503-771-0857

0.77 Mi

Mack, Robert E DVM - Vca Nort

16756 SE 82nd Dr

503-656-3999

3.51 Mi

Ekerson, Jon M DVM - Harrison

2100 SE Ochoco St

503-654-8511

3.70 Mi

Bruno, Kay L DVM - Moreland V

7201 SE Milwaukie Ave

503-239-9972

4.20 Mi

Banks Name

Address

Telephone

Distance

Washington Mutual Bank

9980 SE 82nd Ave

503-788-1047

0.55 Mi

Washington Mutual

9980 SE 82nd Ave

503-788-1047

0.55 Mi

Columbia State Bank

10413 SE 82nd Ave

503-788-8181

0.57 Mi

Town Center Bank

10413 SE 82nd Ave

503-788-8181

0.57 Mi

Wells Fargo Bank Northwest NA

9350 SE 82nd Ave

503-657-2609

0.64 Mi

Coffee Shops Name

Address

Telephone

Distance

Krispy Kreme Doughnuts

9950 SE 82nd Ave

503-774-3300

0.55 Mi

Starbucks: Clackamas Crossing

9610 SE 82nd Ave

503-788-7910

0.57 Mi

Starbucks

9610 Se 82nd Ave, #A

503-788-7910

0.57 Mi

Starbucks: Fred Meyer-Johnson

8955 SE 82nd Ave

503-788-2000

0.77 Mi

Starbucks

12000 Se 82nd Ave, #1148

503-659-0953

1.06 Mi

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Coffee Shops Name

Address

Telephone

Distance

Credit Unions Name

Address

Telephone

Distance

Castparts Employee Federal CU

8120 SE Luther Rd

503-771-2464

0.92 Mi

Northwest Adventist Fed CU

10333 SE Main St

503-256-3712

3.62 Mi

Nw Priority Credit Union

12630 SE Division St

503-760-5304

4.05 Mi

Onpoint Community Credit Unio

9730 SE Washington St

503-228-7077

4.69 Mi

Consolidated Federal CU

2021 NE Sandy Blvd

503-232-8070

6.43 Mi

Eating and Drinking Places Name

Address

Telephone

Distance

Applebee's Neighborhood Grill

10172 SE 82nd Ave

503-775-7770

0.54 Mi

Quiznos Subs

9972 SE 82nd Ave

503-771-5920

0.54 Mi

Carl's Jr Restaurant

10100 SE 82nd Ave

503-772-0177

0.55 Mi

Round Table Pizza

10389 SE 82nd Ave

503-774-3129

0.56 Mi

Round Table Pizza - Milwaukie

10389 SE 82nd Ave

503-774-3129

0.56 Mi

Golf Courses Name

Address

Telephone

Distance

Top O' Scott Public Golf Cour

12000 SE Stevens Rd

503-654-5050

1.11 Mi

Pleasant Valley Golf Club

12300 SE 162nd Ave

503-658-3101

3.69 Mi

Eastmoreland Golf Course

2425 SE Bybee Blvd

503-775-2900

3.89 Mi

Waverley Country Club

1100 SE Waverly Dr

503-654-9509

4.14 Mi

Sah-Hah-Lee Golf Course

17104 SE 130th Ave

503-655-9249

4.15 Mi

Grocers and Supermarkets Name

Address

Telephone

Distance

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Grocers and Supermarkets Name

Address

Telephone

Distance

Bradley, Diane-Trader Joe's Fred Meyer

9351 Southeast 82nd Avenue

503-771-6300

0.65 Mi

8955 SE 82nd Ave

503-788-2000

0.77 Mi

Kendall Market

8635 SE 82nd Ave

503-771-0924

0.88 Mi

Checkers Mart

9122 SE Flavel St

503-775-6833

1.23 Mi

Plaid Pantry Markets - Store

10177 SE Sunnyside Rd

503-659-6258

1.24 Mi

Health Clubs and Spas Name

Address

Telephone

Distance

Elite Sante Women's Fitness

8101 SE Cornwell St

503-775-0044

0.88 Mi

East Side Athletic Club

9100 SE Sunnyside Rd

503-659-3846

1.22 Mi

24 Hour Fitness

8720 SE Sunnybrook Blvd

503-653-0300

1.48 Mi

Aquatic Center

7300 SE Harmony Rd

503-557-7873

1.61 Mi

Oregon Karate & Kung-Fu Assoc

9212 SE Ramona St

503-771-5114

2.07 Mi

Hospitals Name

Address

Telephone

Distance

Eastmoreland Hospital

2900 SE Steele St

503-234-0411

4.04 Mi

Woodland Park Hospital

10300 NE Hancock St

503-257-5500

5.94 Mi

Shriners Hosps For Children

3101 SW Sam Jackson Park Rd

503-241-5090

6.70 Mi

Hospitals - Acute Care Name

Address

Telephone

Distance

Kaiser Sunnyside Medical Cent

10180 SE Sunnyside Rd

503-813-2000

1.26 Mi

Providence Milwaukie Hospital

10150 SE 32nd Ave

503-513-8336

3.00 Mi

Adventist Medical Center

10123 SE Market St

503-257-2500

4.23 Mi

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Hospitals - Acute Care Name

Address

Telephone

Distance

Providence Portland Medical C Providence Willamette Falls M

4805 NE Glisan St

503-215-1111

5.73 Mi

1500 Division St

503-657-6915

6.60 Mi

Hospitals - Acute Care - VA Name

Address

Telephone

Distance

Portland Va Medical Center

3710 SW Us Veterans Hospital R

503-220-8262

6.47 Mi

Nursing Homes Name

Address

Telephone

Distance

Town Center Village Milwaukie Convalescent Ct

8607 SE Causey Ave

503-654-4500

0.75 Mi

12045 SE Stanley Ave

503-659-2323

2.02 Mi

Cascade Terrace

5601 SE 122nd Ave

503-761-3181

2.60 Mi

Trinity Mission Health & Reha

10435 SE Cora St

503-760-1737

2.85 Mi

Healthcare At Foster Creek

6003 SE 136th Ave

503-761-1155

2.89 Mi

Offices and Clinics of Chiropractors Name

Address

Telephone

Distance

Hickel, Michael W DC - Power

8305 SE Monterey Ave, #104

503-786-7786

0.99 Mi

Reid, Dwight DC - Bridgetown

13568 SE 97th Ave, #100

503-490-5647

1.79 Mi

Nelson, Brian E DC - Nelson C

6647 SE Woodstock Blvd

503-775-5850

2.38 Mi

Kreger, Ronald W DC - Kreger

9818 E Burnside St

503-254-4252

4.98 Mi

Saalfeld, Gary D DC - Gladsto

295 Portland Ave

503-657-3038

5.14 Mi

Offices and Clinics of Dentists Name

Address

Telephone

Distance

Frances A Sunseri

9201 Se 91st Ave #140

503-253-1344

0.40 Mi

Gary E Chapman

10121 Se Sunnyside Rd #330

503-659-5000

1.10 Mi

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Offices and Clinics of Dentists Name

Address

Telephone

Distance

Craig Alan Howe Krump, John L Dds

12100 Se Stevens Ct #101

503-353-9000

1.13 Mi

9775 Se Sunnyside Rd, #rd-600

503-652-8080

1.21 Mi

Sunnyside Dentistry

10121 Se Sunnyside Rd, #rd-320

503-786-5080

1.23 Mi

Telephone

Distance

Offices and Clinics of Medical Doctors Name Address Hamel, Edward E MD - Metropol

9300 SE 91st Ave, #200

503-261-1171

0.38 Mi

East Portland Surgery Center

9200 SE 91st Ave

503-772-6160

0.42 Mi

Kellogg, Jordi X MD - Kellogg

9200 SE 91st Ave, #340

503-256-1462

0.42 Mi

Christensen, Scott E - MT Sco

9200 SE 91st Ave, #230

503-775-4600

0.42 Mi

Domreis, John S MD - Portland

9200 SE 91st Ave, #320

503-252-3565

0.42 Mi

Pet Sitting Services Name

Address

Telephone

Distance

Andrew, Michael P DVM - Town

12515 SE Division St

503-761-2330

4.05 Mi

Pharmacies Name

Address

Telephone

Distance

Cynthia M Worden, Do Llc

9200 SE 91ST AVE STE 220

503-239-7030

0.36 Mi

Arete Sleep Health

9200 SE 91st Ave

360-213-1301

0.36 Mi

Walgreen Co

9159 SE 82nd Ave

971-230-0467

0.73 Mi

Fred Meyer Stores Inc

8955 SE 82nd Ave

503-788-2033

0.83 Mi

Emerald Anesthesia Service

12050 SE Stevens Rd

509-493-1467

1.06 Mi

Places of Religion Name

Address

Telephone

Distance

Beautiful Savior Lutheran Chr

9800 SE 92nd Ave

503-788-7000

0.09 Mi

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Places of Religion Name

Address

Telephone

Distance

Beautiful Savior Lutheran Chr Church Of Jesus Christ Of Lds

9800 SE 92nd Ave

N/A

0.09 Mi

10420 SE 82nd Ave

971-230-0770

0.58 Mi

Schroeder, David - Sunnyside

11667 SE Stevens Rd

503-659-1184

0.82 Mi

New Hope Community Church

11731 SE Stevens Rd

N/A

0.90 Mi

Retirement Communities Name

Address

Telephone

Distance

Town Center Village

8709 SE Causey Ave

503-505-6540

0.63 Mi

Monterey Court Alzheimer's Ca

8915 SE Monterey Ave

503-654-3200

0.86 Mi

Miramont Pointe A Senior Livi

11520 SE Sunnyside Rd

503-698-1600

1.75 Mi

Summer Run Apartments

7810 SE Foster Rd

503-774-8885

2.43 Mi

The Springs at Clackamas Wood

14314 SE Webster Rd

503-654-3413

2.49 Mi

Veterinary - Emergency Services Name

Address

Telephone

Distance

East Hills Animal Clinic

12022 SE Sunnyside Rd

503-698-8374

1.98 Mi

VCA Clackamas Animal Hospital

16317 SE 82nd Dr

503-342-8889

3.18 Mi

VCA Southeast Portland Animal

13830 SE Stark St

503-251-0183

5.23 Mi

Full Circle Veterinary Care

433 3rd St

503-451-0968

5.25 Mi

Hawthorne Veterinary Clinic

1431 SE 23rd Ave

503-233-2332

5.62 Mi

Veterinary - Medicine Name

Address

Telephone

Distance

Shaw Kristen Dvm

7851 SE King Rd

503-771-0857

0.77 Mi

Allergy & Dermatology Vet

6323 SE King Rd

503-777-8999

1.48 Mi

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

9239 SE IDLEMAN RD HAPPY VALLEY OR 97086 00050438 CLACKAMAS COUNTY OR

Veterinary - Medicine Name

Address

Telephone

Distance

Linwood Animal Clinic Mt Scott Animal Clinic

6135 SE King Rd

503-774-3363

1.55 Mi

8401 SE Ellis St

503-573-5523

2.23 Mi

VCA Woodstock Animal Hospital

4835 SE Woodstock Blvd

503-465-4688

2.96 Mi

The above is believed to be accurate, but is not guaranteed.

Copyright © 1995-2020 CDS Marketing, Inc.

UTILITIES & RESOURCES

UPDATER Organize and complete all your moving-related tasks at no cost to you! WFG National Title has partnered with Updater to provide a better moving experience. This concierge service has been paid for and reserved especially for your client. All you need to do now is log onto your Dashboard.

Updater is the trusted way to:  Forward your mail  Update your accounts  Connect utilities  Hook up home services  Search move-in special offers  Share moving announcements with digital announcements to friends & family

To activate your dashboard; log onto www.WFGupdaterOR.com

HAPPY VALLEY UTILITIES

Emergency/Police/Medical/Fire 911 Poison Control (800) 222-1222 www.aapcc.org United States Postal Service (800) 275-8777 www.usps.com Xfinity (800) 266-2278 www.xfinity.com Frontier Communications (800) 921-8101 www.frontier.com Verizon (800) 483-4100 www.verizon.com AT&T (800) 288-2020 www.att.com Dish Network (800) 318-0572 www.dish.com DIRECT TV (800) 531-5000 www.directtv.com

The Oregonian (503) 221-8240 www.oregonlive.com TRI-MET (503) 238-7433 www.trimet.org Northwest Natural Gas (800) 422-4012 www.nwnatural.com Portland General Electric (503) 228-6322 www.portlandgeneral.com Clackamas County Sewer District (503) 742-4567 www.clackamas.us Sunrise Water Authority (503) 761-0220 www.sunrisewater.com Sunset Garbage (503) 774-4122 www.sunsetgarbage.com North Clackamas School District (503) 353-6000 www.nclack.k12.or.us

CHANGE OF ADDRESS USPS Below is the website if you would like to change your address online or you can visit your local post office, they will provide you with the change of address packet.

https://moversguide.usps.com Benefits you will receive when you change your address online are:  Exclusive mover savings coupons  Safe and secure with identity verification by a simple $1.00 charge to your

credit or debt card

 Email confirmation at the end of registration of your change of address * Must have valid email address and credit card to register online.

DMV Below is the website if you would like to change your address online or you can fill out the paperwork provided and mail back to DMV at: Oregon Department of Transportation DMV Services 1905 Lana Avenue NE Salem, OR 97314-0100

www.oregondmv.com/online/index.htm General DMV Information Contact: (503) 299-9999

VOTER REGISTRATION Below is the website if you would like to change your address online or you can fill out the paperwork provided and mail it back to your County Elections Office listed below.

www.oregonvotes.org/votreg/vreg.htm County Elections Office Contacts Clackamas County 825 Portland Avenue Gladstone, OR 97027 (503) 655-8510 Multnomah County 1040 SE Morrison Street Portland, OR 97214 (503) 988-3720 Washington County 3700 SW Murray Blvd., Ste 101 Beaverton, OR 97005 (503) 846-5800

MOVING CHECKLIST UTILITIES  Electric  NW Natural Gas  Water District  Sewer District  Garbage Provider  Cable/Satellite  Fuel (Propane)  Phone Services  Internet FINANCIAL INSTITUTIONS  Banks and Credit Unions  Credit Card Companies (including department store credit cards)  Lenders (Mortgage, Home Equity, Auto, Student Loans)  Insurance Companies (Health, Renters, Auto, Home, Medical, Dental, Disability, Life)  Retirement (Pension plans, 401K, Social Security, Veterans Affairs)  Investments (Investment Agencies and Brokers)  Online Bill Payer  Paypal GOVERNMENT OFFICES  US Post Office  Department of Motor Vehicles (Obtain your driver’s license and change vehicle registration)  IRS  Passport Office  Veteran Affairs  Unemployment Office (If you are currently receiving unemployment benefits)

HEALTH  Physician  Pharmacies SERVICE PROVIDERS  Childcare  Housecleaning Services  Delivery Services  Lawn Care Services  Veterinarian  Pool Service MEMBERSHIPS  Health Clubs  Membership Clubs (AAA or similar)  Community Groups (PTA, Neighborhood Associations, Civic Clubs)  Children’s Extracurricular Activities (Dance Classes, Music Lesson, Sports Clubs) SUBSCRIPTIONS  Newspapers  Magazine (USPS will only forward 2 months)  Movie Subscriptions (Netflix, Blockbuster, etc)  Book or Music Clubs OTHER  Friends and Family  Employers (typically notify the Human Resources Department)

MOVING CHECKLIST 8 WEEKS BEFORE YOUR MOVE  Inventory Sheets: Create an inventory sheet of all your belongings which need to be moved  Research Moving Options: You’ll need to decide if yours is a do-it-yourself move or if you’ll be using a moving company.  Request Moving Quote: Solicit moving quotes from as many moving companies and movers as possible. There can be a large difference between rates and services within moving companies.  Discard Unnecessary Items: Moving is a great time for ridding yourself of unnecessary items. Have a yard sale or donate unnecessary items to charity.  Packing Material: Gather moving boxes and packing material for your move.  Contact Insurance Companies: You’ll need to contact your insurance agent to cancel/transfer your insurance policy.

4 WEEKS BEFORE YOUR MOVE  Start Packing: Begin packing all things destined for your new location.  Obtain Your Medical Records: Contact your doctor, physician, dentist and other medical specialists who may currently be retaining any of your family’s medical records. Obtain these records or make plans for them to be delivered to your new medical facilities if changing. Security is critical of personal records.  Note Food Inventory Levels: Check your cupboards, refrigerator and freezer. Use up as much of your perishable food as possible.  Small Engines: Service small engines for your move by extracting gas and oil from the machines.

This will reduce that chance to catch fire during your move.  Protect Jewelry and Valuables: Transfer your jewelry and valuables to a safety deposit box; you don’t want them to be lost or stolen during your move.  Borrowed and Rented Items: Return items which you may have borrowed or rented. Collect items borrowed to others.

1 WEEK BEFORE YOUR MOVE  Your Change of Address: Change your address with the USPS, DMV, Financial Institutions, Utilities, Government Offices, Health Care Service Providers, Memberships, Subscriptions and Insurance Provisions.  Bank Accounts: Transfer or close bank accounts if changing banks. Make sure to have a money order for paying the moving company.  Service Automobiles: If automobiles are to be driven long distance, you’ll want to have them serviced so you have a trouble-free drive.  Cancel Services: Notify any remaining service providers (newspapers, lawn services, etc.) of your move.  Travel Items: Set aside all items you’ll need while traveling. Make sure these are not packed on the moving truck..  Contact Utility Companies: Set utility turnoff date, seek refunds and deposits and notify them of your new address.

MOVING DAY  Plan Your Itinerary: Make plans to spend the entire day at the house or at least until the movers are on their way. Someone will need to be around to make decisions. Make plans for kids and pets to be at a sitters for the day.  Review the House: Once the house is empty, check the entire house (closets, attic, basement, etc.) to ensure no items are left or no home issues exist.  Double Check With Your Mover: Ensure the mover has the new property address and all of your most recent contact information, should they have any questions during your move.  Vacate Your Home: Make sure utilities are off, doors and windows are locked and notify your real estate agent you’ve vacated the property.  Questions To Ask: Where is the garage door opener? Where are the keys to the house, mailbox and other lockable area? Did you retrieve all keys from neighbors and friends?

MOVING RESOURCES THE HOME DEPOT (800) 466-3337 www.homedepot.com Beaverton (503) 469-4242 4401 SW 110th Ave. Beaverton, OR 97005 S. Beaverton (503) 646-1525 13700 NW Science Pk. Dr. Portland 97229 Clackamas (503) 774-6372 9300 SE 82nd Ave. Happy Valley, OR 97086 Hillsboro (503) 693-9090 1950 SE Minter Bridge Rd. Hillsboro 97123 Jantzen Beach (503) 289-9200 1728 N Tomahawk Island Dr. Portland 97217 Oregon City (503) 723-3181 2002 Washington St. Oregon City, OR 97045 E. Portland (503) 261-8543 10120 SE Washington St. Portland 97216 NE Portland (503) 252-0188 11633 NE Glen Widing Dr. Portland 97220 Sherwood (503) 925-8447 20260 SW Pacific Hwy. Sherwood, OR 97140 Tigard (503) 639-3500 14800 SW Sequoia Parkway Tigard 97224

THE HOME DEPOT CONTINUED...

MOVING TRUCK RENTALS

Troutdale (503) 674-3944 25101 SE Stark St. Troutdale, OR 97060

Budget (800) 462-8343 www.budgettruck.com

LOWES (800) 466-3337 www.lowes.com Hillsboro (503) 844-6200 1951 SE 24th Ave. Hillsboro, OR 97123 Milwaukie (503) 794-2500 13631 SE Johnson Rd. Milwaukie 97222 Portland (503) 737-3000 1160 N Hayden Meadows Dr. Portland 97217 Tigard (503) 624-2644 12615 SW 72nd Ave. Tigard, OR 97223 Wood Village (503) 667-1005 1000 NE Wood Village Blvd.

Wood Village, OR 97060 DONATION FACILITIES Goodwill (800) 741-0186 locator.goodwill.org The Salvation Army (800) 958-7825 www.salvationarmyusa.org Value Village (800) 958-7825 www.valuevillage.com

Penske (888) 996-5415 www.pensketruckrental.com Ryder (800) 297-9337 www.ryder.com U-Haul (800) 468-4285 www.uhaul.com STORAGE COMPANIES NW Self Storage www.nwselfstorage Public Storage (800) 906-0879 www.publicstorage.com Pods (888) 309-8967 www.pods.com TRANSFER STATIONS Garbage/Recycling Metro Center (503) 234-3000 www.oregonmetro.gov 6161 NW 61st Ave. Portland, OR 97210 Metro South (503) 234-3000 www.oregonmetro.gov 2001 Washington St. Oregon City, OR 97045

RESOURCE GUIDE AIRPORT

CITY CONTACT CONTINUED...

CITY CONTACT CONTINUED...

Portland International Airport (877) 793-4690 www.flypdx.com

Cornelius (503) 357-9112 www.ci.cornelius.or.us

Molalla (503) 829-6855 www.cityofmolalla.com

AUTO & DRIVER REGISTRATION

Damascus (503) 658-8545 www.ci.damascus.or.us

North Plains (503) 647-5555 www.northplains.org

Estacada (503) 630-8270 www.cityofestacada.org

Oregon City (503) 657-0891 www.ci.orcity.or.us

Fairview (503) 665-7929 www.ci.fairview.or.us

Portland (503) 823-4000 www.portlandonline.com

Forest Grove (503) 359-3200 www.ci.forest-grove.or.us

River Grove (503) 639-6919

DMV (503) 945-5000 www.odot.state.or.us/dmv/ BUS SERVICE C-Tran (360) 695-0123 www.c-tran.com Greyhound (800) 231-2222 www.greyhound.com Tri-Met (503) 238-7433 www.tri-met.org CABLE TV & INTERNET Verizon (888) 881-8161 www.verizon.com XFINITY (Comcast) (800) 934-6489 www.comcast.com CITY CONTACT Banks (503) 324-5112 www.cityofbanks.org Beaverton (503) 526-2222 www.ci.beaverton.or.us Canby (503) 266-4021 www.ci.canby.or.us

Gaston (503) 985-3340

Sandy (503) 668-5533 www.ci.sandy.or.us

Gladstone (503) 656-5225 www.ci.gladstone.or.us

Sherwood (503) 625-5522 www.ci.sherwood.or.us

Gresham (503) 661-3000 www.ci.gresham.or.us

Tigard (503) 639-4171 www.ci.tigard.or.us

Happy Valley (503) 760-3325 www.ci.happy-valley.or.us

Troutdale (503) 665-5175 www.ci.troutdale.or.us

Hillsboro (503) 681-6100 www.hillsboro-oregon.gov

Tualatin (503) 692-2000 www.tualatinoregon.gov

King City (503) 639-4082 www.ci.king-city.or.us

West Linn (503) 657-0331 www.westlinnoregon.gov

Lake Oswego (503) 635-0270 www.ci.oswego.or.us

Wilsonville (503) 682-1011 www.ci.wilsonville.or.us

Milwaukie (503) 786-7525 www.ci.cityofmilwaukie.org

Wood Village (503) 667-6211 www.ci.wood-village-or.us

RESOURCE GUIDE COUNTY CONTACTS

HOSPITALS CONTINUED...

NATURAL GAS

Clackamas (503) 655-8011 www.co.clackamas.or.us Taxation (503) 655-8671

Legacy Meridian Park (503) 692-1212 www.legacyhealth.org

NW Natural (800) 422-4012 www.nwnatural.com

Legacy Mt. Hood (503) 674-1122 www.legacyhealth.org

NEWSPAPERS

Multnomah (503) 248-3511 www.co.clackamas.or.us Taxation (503) 988-3326 Washington (503) 846-8611 www.co.clackamas.or.us Taxation (503) 846-8741 ELECTRICITY Pacific Power (888) 221 7070 www.pacificpower.net Portland General (800) 542-8818 www.portlandgeneral.com

Kaiser Permanente Sunnyside (503) 813-2000 www.kaiserpermanente.org Kaiser Permanente Westside (503) 813-2000 www.kaiserpermanente.org OHSU (503) 494-8311 www.ohsu.edu Providence Milwaukie (503) 513-8300 www.providence.org Providence Portland (503) 215-1111 www.providence.org

HOSPITALS

Providence St. Vincent (503) 216-1234 www.providence.org

Adventist Medical (503) 257-2500 www.adventisthealthnw.com

Providence Willamette Falls (503) 656-1631 www.providence.org

Doernbecher Children’s Hospital (503) 494-8311 www.ohsu.edu

Shriner’s Hospital (503) 241-5090 www.shrinershq.org

Legacy Good Samaritan (503) 413-4683 www.legacyhealth.org Legacy Emanuel (503) 413-2200 www.legacyhealth.org

Tuality Community (503) 681-1111 www.tuality.org Tuality Forest Grove (503) 357-2173 www.tuality.org

The Columbian (360) 694-3391 www.columbian.com The Oregonian (503) 221-8240 www.oregonlive.com Willamette Weekly (503) 243-2122 www.wweek.com RECREATION Convention Center (503) 235-7575 www.oregoncc.org Expo Center (503) 736-5200 www.expocenter.org Mt. Hood Meadows (503) 337-2222 www.mthoodmeadows.com OMSI (503) 797-4000 www.omsi.edu Oregon Zoo (503) 266-1561 www.oregonzoo.com Portland International Raceway (503) 823-7223 www.portlandraceway.com Portland Art Museum (503) 266-2811 www.pam.org

RESOURCE GUIDE RECREATION CONTINUED...

SHOPPING CONTINUED...

VOTER REGISTRATION

Providence Park (503) 553-5400 www.providenceparkpdx.com

Streets of Tanasbourne (503) 533-0561 www.streetsoftanasbourne.com

Clackamas (503) 655-8510

Regal Cinemas (800) FANDANGO www.regalcinemas.com

Washington Square (503) 369-8860 www.shopwashingtonsquare.com

Moda Center (503) 797-9619 www.rosequarter.com

Woodburn Outlets (888) 664-SHOP www.woodburncompanystores.com

Willamette Jetboat (503) 231-1532 www.willamettejet.com

TELEPHONE SERVICE

SHOPPING

Verizon (800) 483-4100 www.verizon.com

Bridgeport Village (503) 968-1704 www.bridgeport-village.com

AT&T (800) 288-2020 www.att.com

Cedar Hills Crossing (503) 643-6563 www.cedarhillscrossing.com

TRANSFER STATIONS

Clackamas Town Center (503) 653-6913 www.clackamastowncenter.com Columbia Gorge Outlets (503) 669-8060 www.premiumoutlets.com/ columbiagorge Lloyd Center (503) 282-2511 www.lloydcenter.com Mall 205 (503) 255-5805 Pioneer Place (503) 228-5800 www.pioneerplace.com

Metro Center (503) 234-3000 www.oregonmetro.gov 6161 NW 61st Ave. Portland, OR Metro South (503) 234-3000 www.oregonmetro.gov 2001 Washington St. Oregon City, OR Clackamas County (503) 668-8885 www.wmnorthwest.com 19600 SE Canyon Valley Rd. Sandy, OR

Multnomah (503) 248-3720 Washington (503) 846-5800 WATER BUREAU Beaverton (503) 526-2257 Clackamas (503) 722-9220 Gladstone (503) 656-5223 Gresham (503) 618-2373 Hillsboro (503) 681-6228 Lake Oswego (503) 635-0265 Milwaukie (503) 786-7525 Oregon City (503) 657-8151 Portland (503) 823-7770 Tigard (503) 639-1554 Tualatin (503) 692-2000 West Linn (503) 656-4261 Wilsonville (503) 682-1011

TITLE & ESCROW

CYBER SECURITY Because of youâ&#x20AC;Ś we obsess over cyber security!

Cyber fraud and email hacking is on the rise. Fraudsters may access individual email accounts and monitor the life of your transaction. At the time funds are due to the escrow, fraudsters intercept the information for wiring funds and the fraudsters change the information without the knowledge of the sender or recipient, resulting in the funds being sent to an outside account and never credited to the intended party.

To protect and reduce your risk, WFG has implemented the following procedures for outgoing and incoming wires: Outgoing Wire from WFG to seller or borrower for proceeds In the escrow paperwork provided you will be asked to provide written instructions on how you want funds dispersed at the close of escrow. If you choose to have the funds sent via wire transfer, WFG will contact you by phone to confirm the wire information provided.

Incoming Wires from buyer and/or lender to WFG bank account For funds that are to be wired to WFG for your transaction, we will send specific wire instructions to the remitting person via an encrypted email. We recommend you reach out to your WFG contact to confirm the wire instructions prior to remittance.

We look forward to processing your escrow transaction for you. We know that this can be a stressful time and we are here to assist you in any way we can to make this a good experience. http://national.wfgnationaltitle.com/2016/04/05/obsess-cyber-security/

WHY IS OWNER’S TITLE INSURANCE IMPORTANT? Financially speaking, the decision to buy a home is one of the biggest decisions a person will likely ever make.

Owner’s title insurance insures that, when the purchase is closed, the buyer is the owner of and has marketable title to the property, has access to the home, and there are no liens, claims, or restrictions on the buyer’s property, other than the mortgage the buyer agrees to pay.

If the preliminary title search uncovers potential problems, a buyer can require that those problems be satisfactorily dealt with before closing on the home.

In addition, owner’s title insurance protects buyers against a myriad of risks that not even the most careful title search can uncover, including things such forged documents, undisclosed or missing heirs of a previous owner, fraud, will disputes, and unrecorded claims of many types.

Without owner’s title insurance, the legal costs to resolve such title claims could easily be in the tens of thousands of dollars and would have to be paid out of pocket by the buyer - not to mention the stress that such situations would cause to the buyer.

Owner’s title insurance is one of the most affordable insurance policies a person can ever buy. Unlike other forms of insurance, there is only a one-time fee at closing for the policy, which financially protects the buyer’s investment for as long as the buyer or the buyer’s heirs own the home.

So, if someone tells the buyer that owner’s title insurance is “optional”, that certainly does not mean that the buyer should not get it. Virtually every lender requires lender’s title insurance, but that insurance does not protect the buyer.

In order to safeguard the buyer’s investment in the property, which is possibly the most important investment the buyer will ever make, owner’s title insurance is absolutely critical.

WHAT IS ESCROW Understanding the Escrow Process An escrow is an arrangement in which a neutral third party (the escrow agent) assembles and processes many of the components of a real estate transaction, records the transaction, and ultimately, disburses and distributes funds according to the buyers’, sellers’ and lenders’ instructions. Your transaction is typically closed by an Escrow Officer. People buying and selling real estate usually open an escrow for their protection and convenience. Both the buyer and seller rely on the escrow agent to carry out their written instructions relating to the transaction and to advise them if any of their instructions are not mutually consistent or cannot be carried out. If the instructions from all parties to an escrow are clearly drafted, the escrow officer can proceed on behalf of the buyer and seller without further consultation. This saves much time and facilitates the closing of the transaction.

Typical Roles in the Closing Process The Seller/Agent  Delivers a fully executed Purchase Sale Agreement to the escrow agent.  Executes the paperwork necessary to close the transaction.

The Buyer/Agent  Deposits collected funds required to close (in with the escrow agent.  Approves the commitment for title insurance, or other items as called for by the Purchase Sale Agreement.  Executes the paperwork and loan documents necessary to close the transaction.

The Lender  Deposits loan documents to be executed by the buyer.  Deposits the loan proceeds.  Directs the escrow agent of the conditions under which the loan funds may be used The Escrow Agent  Clears Title  Obtains title insurance  Obtains payoffs and release documents for underlying loans on the property  Receives funds from the buyer and/or lender.  Prepares vesting document affidavit on seller’s behalf.  Prorates insurance, taxes, rents, etc.  Prepares a final statement (often referred to as the “HUD Statement” or ”Settlement Statement”) for each party, indicating amounts paid in conjunction with the closing of your transaction.  Forwards deed to the county for recording.  Once the proper documents have been recorded, the escrow agent will distribute funds to the proper parties.

In Summary Escrow is the process that assembles and processes many of the components of a real estate transaction. The sale is officially closed when the new deed is recorded and funds are available to the seller, thus transferring ownership from the seller to the buyer. The escrow agent is a neutral third party acting on behalf of the buyer and seller .

WHAT IS TITLE

About Title Insurance

What’s involved in a title search?

Title is a bundle of rights in real property.

Protecting purchasers and lenders against loss is accomplished by the issuance of a title insurance policy. Usually, during a purchase transaction the lender requests a policy (commonly referred to as the Lender’s Policy) while the buyers receive their own policy (commonly referred to as an Owner's Policy).

A title search is actually made up of three separate searches:

In short, the policy states that if the status of the title to a parcel of real property is other than as represented, and if the insured (either the owner or lender) suffers a loss as a result of a title defect, the insurer will reimburse the insured for that loss and any related legal expenses, up to the face amount of the policy, subject to exceptions and exclusions contained in the policy.

Typically there are two policies issued. The Mortgagee’s Policy insures the lender for the amount of the loan. The Owner’s Policy insures the purchaser for the purchase price.

How is title insurance different from other types of insurance?

While the function of most other forms of insurance is risk assumption through the pooling of risks for losses arising out of unforeseen future events (such as sickness or accidents), the primary purpose of title insurance is to eliminate risks and prevent losses caused by defects in title arising out of events that have happened in the past. To achieve this goal, title insurers perform an extensive search and examination of the public records to determine whether there are any adverse claims (title defects) attached to the subject property. Said defects/claims are either eliminated prior to the issuance of a title policy or their existence is excepted from coverage.

Your policy is issued after the closing of your new home, for a one-time nominal fee, and is good for as long as you own the property.

• Chain of Title – History of the ownership of the subject property • Tax Search – The tax search reveals the status of the taxes and assessments • Judgment and Name Search – Searches for judgment and liens against the owners’ and purchasers’ names Once the three searches have been completed, the file is reviewed by an examiner who determines: • Whether or not the Chain of Title shows that the party selling the property has the right to do so.

• The status of taxes for the subject property.

The Tax Search will also indicate the existence of any special assessments against the land and whether or not these assessments are current or past due.

• Whether there are any unsatisfied judgments on the Judgment and Name Search against the previous owners, sellers, or and purchasers.

Rights established by judgment decrees, unpaid federal income taxes and mechanic liens all may be prior claims on the property, ahead of the buyer’s or lender’s rights. The title search will only uncover defects in title that are of public record, thus allowing the title company to work with the seller to clear up these issues and provide the new buyer with title insurance.

In Summary After the searches have been examined, the title company will issue a commitment, stating the conditions under which it will insure title.

The buyer, seller and the mortgage lender will proceed with the closing of the transaction after clearing up any defects in the title that have been uncovered by the search and examination.

WHO PAYS FOR WHAT IN OREGON Buyer’s Customary Escrow Fee Responsibilities

Seller’s Customary Escrow Fee Responsibilities

Typical Costs

Typical Costs

The following costs generally affect all transactions:  Escrow Fee - one-half of the fee, based on title company’s fee schedule  Recording Fees - based on county fee schedule  Fire Insurance Premium - mandatory when any lender is involved, including the seller’s lender  Tax Prorate - to apportion taxes between parties as of date of closing  General Costs - as listed for each specific transaction, as requested by the principals

The following costs generally affect all transactions:  Escrow Fee - one-half of the fee, based on title company’s fee schedule  Recording Fees - based on county fee schedule  Title Premium - based on fixed statewide fee schedule  Real Estate Commission - based on agreement with Broker  Tax Prorate - to apportion taxes between parties as of date of closing  General Costs - as listed for each specific transaction, as requested by principals  Release fees for loan payoff(s)

Land Sale Contract Transaction   

Attorney Fee - optional, and is sometimes shared with seller Collection Escrow Setup Fee - optional, and is sometimes shared with seller Recording Fee - for contract or memorandum thereof

Assignment of contract for assumption of loan transaction   

Assumption or Assignment Next monthly payment due, if required by lender Recording Fee - for Assumption/Assignment of Agreement, if required by lender

Conventional, FHA, VA loan transactions        

Lenders title insurance policy & endorsements, as required by lender Loan Fee - as required by lender Credit Report Fee - as required by lender Appraisal Fee - as required by lender Mortgage Insurance Premium - based on fee schedule and endorsements of lender Prepaid Interest - if required by lender VA Loans only - funding fee, if required by lender FHA, VA, and some Conventional Loans reserves for real property taxes, fire insurance and mortgage insurance

Land Sale Contract Transaction  

Attorney Fee - optional, and is sometimes shared with purchaser Collection Escrow Setup Fee - optional, and is often shared with purchaser

Assignment of contract for assumption of loan transaction  

Any delinquent payments to bring contract or loan current Prorate share of current month’s interest based on current rate

Conventional, FHA, VA loan transactions  

Any closing cost (not expenses of property or loan interest) negotiated on behalf of the purchaser, subject to lender’s approval FHA, VA Loans - check with lender for any applicable seller costs

DISCLAIMER: This information is provided for informational purposes only and no warranties are made.

TITLE VESTING AS AN INDIVIDUAL - An individual may hold title in his or her name only, regardless of whether or not married – e.g. “Jane Smith, an individual”. That individual then owns all rights to the property, which can be sold or transferred to others via will or trust. While a divorce is pending, however, if the property was acquired during the marriage it will likely be treated as part of the marital estate and thus be subject to court authority.

AS TENANTS BY THE ENTIRETY - A conveyance to a husband and wife creates a tenancy by the entirety – e.g. “John Smith and Jane Smith, husband and wife, as tenants by the entirety”. This creates a survivorship estate, which means that if one spouse dies, his/her interest will automatically go to the surviving spouse. A husband and wife may also take title as tenants in common (discussed below) if the intention to hold title in that manner is expressly stated.

AS TENANTS IN COMMON – Unless a conveyance expressly provides that the parties intend to create a survivorship estate (discussed below), a conveyance to two or more persons who are not married creates a tenancy in common in which each has (unless otherwise stated) an equal undivided interest in the property – e.g. “John Smith and Robert Jones, as tenants in common, each as to an undivided 50% interest”. Each tenant in common then owns an undivided interest in the entire property, which can be sold or transferred to others via will or trust.

AS A SURVIVORSHIP ESTATE - Two or more persons who are not married may also hold title as tenants in common with a right of survivorship, as long as the survivorship declaration is expressly contained in the deed – e.g. “John Smith and Robert Jones, not as tenants in common, but with the right of survivorship”. This creates a survivorship estate, which means that if one party dies, his/her interest will automatically go to the survivor and cannot be sold during the lifetime of or transferred via will or trust by the party who dies first.

AS REGISTERED DOMESTIC PARTNERS - Registered domestic partners may take title as (i) tenants in common– e.g. “Jane Smith and Mary Jones, registered domestic partners, as tenants in common, each as to an undivided 50% interest”, or (ii) in a survivorship estate similar to that of a tenancy by the entirety – e.g. “Jane Smith and Mary Jones, as registered domestic partners with right of survivorship”.

AS A SAME SEX MARRIED COUPLE - Same sex married couples may take title as (i) tenants in common – e.g. “John Smith and Robert Smith, a married couple, as tenants in common, each as to an undivided 50% interest”, or (ii) in a survivorship estate similar to that of a tenancy by the entirety – e.g. John Smith and Robert Smith, a married couple with right of survivorship, or (iii) as tenants by the entirety – e.g. “John Smith and Robert Smith, a married couple, as tenants by the entirety”.

AS AN ENTITY - A registered entity, such as a corporation, limited liability company or partnership, may hold title. Title should be held exactly as the name is registered with the Oregon Secretary of State – e.g. “Smith & Jones, LLC, an Oregon limited liability company”.

DISCLAIMER – The foregoing contains informational examples only and is not to be construed as legal advice. Given the complexities involved in acquiring and holding legal title to real property, WFG strongly recommends that you seek legal advice from an attorney prior to doing so.

WFG OFFICE LOCATIONS

1

2

3

ADMINISTRATIVE

4

LLOYD

7

DOWNTOWN VANCOUVER

CLACKAMAS

5

NW PDX/ COMMERCIAL

8

SALMON CREEK

LAKE OSWEGO

6

SUNSET

9

VANCOUVER MALL

12909 SW 68th Pkwy. Ste. 350 Portland, OR 97223 503-431-8500 9200 SE Sunnybrook Blvd. Ste. 350 Clackamas, OR 97015 503-353-9975 5885 Meadows Rd. Ste. 150 Lake Oswego, OR 97035 503-624-4900

1625 NE Weidler Street Portland, OR 97232 503-230-8488 25 NW 23rd Pl. Ste. 1 Portland, OR 97210 503-219-9088

2430 NW 206th Ave. Ste. 125 Beaverton, OR 97006 503-533-9510

101 E 6th St. Ste. 125 Vancouver, WA 98660 360-314-0300

2105 NE 129th St. Ste. 107 Vancouver, WA 98686 360-314-1818 5101 NE 82nd Ave. Ste. 102 Vancouver, WA 98662 360-891-5454

We created WFG’s MyHome® to make the closing experience better for everyone.

MyHome® provides unparalleled transparency, real time updates and post-closing home information in a secure web environment. This gives a personalized experience for tracking the progress of your real estate transaction. Fully responsive, mobile-first and built with you and your clients in mind.

Sign up for an account at wfgmyhome.com/client

#becauseofyou

CONSUMER EXPERIENCE TIMELINE TRANSACTION STARTED

TITLE REPORT DELIVERED

UPDATER INVITATION

NEARING YOUR SIGNING

TRANSACTION CLOSES

MyHome® notifications start triggering to the Client once the order has been opened.

Notification is sent after Title Report is completed.

Notification is sent in conjunction with Title Cleared notification.

Notification (video, when applicable) is sent five days after Title Cleared Notification.

Notification sent one day after transaction is marked recorded.

EARNEST MONEY

MIDPOINT FEEDBACK

TITLE CLEARED

SIGNING SCHEDULED

Notification is sent when EM is received

by Escrow.

Notification is sent 10 days after Title Report is completed.

Notification is sent once all title curative items are received and ready for closing.

Notification is sent to both Buyer and Seller.

All notifications include a link that can be used for registration and access to your MyHome® dashboard post registration.

KEEP Notification is sent to Buyers every 90 days.

GET 5 STARS Invitation to provide feedback and rate your experience. Sent 3 days after transaction closes.

COVENANTS, CONDITIONS & RESTRICTIONS

Covenants, Conditions & Restrictions We believe these are the correct conditions and restrictions.

However, no examination of title has been made and WFG National Title assumes no liability for any additions, deletions or corrections.