Agenda - 2015-12-21Mary Ratcliff, Co-Chair Gary Hanifan, Co-Chair Lisa Adatto Richard Canaday Priya Judge, Youth Eliot Metzger
Sebastian Marin-Quiroz, Youth Paul Soper Sasha Wallinger Jon Gustafson, Council Liaison
503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us
AGENDA
SUSTAINABILITY ADVISORY BOARD
Monday, December 21, 2015
6:00 p.m. – 8:30 p.m.
Main Fire Station Conference Room, 300 B Avenue
Contact: Jenny Slepian, Sustainability and Management Fellow, jslepian@ci.oswego.or.us, 503-635-0291
Also published on the internet at: www.ci.oswego.or.us/boc_sab
The meeting location is accessible to persons with disabilities. To request accommodations please contact the
City Manager’s Office 48 hours before the meeting.
I. AGENDA
6:00 2016 Goals Workshop
6:30 Call to Order and Roll Call
Introductions of Staff and Board Members
Announcements from Board and Staff
Approval of November 16, 2015 meeting minutes
Public Comment (comment on agenda items may be deferred to discussion of that item)
6:45 Regular Business (I-Information, C-Conversation/Discussion, D-Decision, R-Recommend to Council)
II. ADJOURNMENT
ATTACHMENTS
Please note that all materials are sent electronically. Please review before meeting.
• Draft minutes – 11/16/2015
NEXT MEETING: December 21, 2015. Main Fire Station Conference Room, 300 B Ave., 6:30 to 8:30pm
A. Review Agenda Hanifan/Ratcliff 1 min. I
B. City Council Update Councilor Gustafson 5 min. I
C. Solar Letter Approval All 5 min. D
D. 2016 Goal Setting All 60 min. C, D
SUSTAINABILITY ADVISORY BOARD
Vision of a Sustainable Lake Oswego
A sustainable Lake Oswego is a community that meets the vital human needs of the present without
compromising our ability to meet future needs. This requires consideration of both long-term and short-
term effects on ecological, economic, and community systems. Operating sustainably means that we are
leaving a legacy for the community of Lake Oswego and the planet.
A sustainable Lake Oswego is a place recognized nationally as a model of livability—a unified city with a
vital downtown, a strong sense of neighborhoods, and a harmonious relationship with the natural
environment. The lives of everyone who lives, works, and conducts business in Lake Oswego are
enriched by a wide range of choices in transportation, housing, recreation, and culture. Our
infrastructure is sound, our finances stable, and our citizens and employees healthy and engaged.
SAB Mission & Duties
The mission of the Sustainability Advisory Board is to promote the economic, ecological, and quality-of-
life sustainability of our community.
The Sustainability Advisory Board shall:
a. Advise and assist the City Council in efforts to make City operations more sustainable. The
Sustainability Advisory Board is guided by the Sustainable City Principles embodied in the City’s
Sustainability Plan.
b. Assist in the development of plans and policies to enhance the sustainability of the City as a
whole.
c. Educate and engage the public in efforts to make the community of Lake Oswego, including
residents, businesses, and institutions, more sustainable.
SAB Meeting Ground Rules
We have agreed to abide by these ground rules to increase our meeting effectiveness.
1. Participate – everyone share “airtime”
2. Speak for yourself – use “I” language
3. Seek clarity:
– ask clarifying questions
– paraphrase what you hear others say
– check out your hunches
4. Be respectful:
– be on time
– come prepared
– turn off phones, pagers, and other devices
– avoid interrupting others
– don’t use inflammatory labels & judgments
5. Have fun
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CITY OF LAKE OSWEGO
Sustainability Advisory Board Minutes
November 16, 2015
Call to Order / Roll Call
Co-chair Mary Ratcliff called the November 16, 2015 meeting of the Sustainability Advisory Board (SAB)
to order at 6:30 p.m. in the Conference Room of the Main Fire Station, 300 B Avenue, Lake Oswego,
Oregon.
Members Present: Co-Chair Mary Ratcliff, Richard Canaday, Paul Soper, Karl
Friesen, Sebastian Marin-Quiroz, Eliot Metzger, Lisa Adatto,
Councilor Jon Gustafson
Members Excused/Absent Gary Hanifan, Gabriel Key, Sasha Wallinger, Priya Judge
Staff: Jenny Slepian, Sustainability and Management Fellow; Anthony
Hooper, Support Services Supervisor
Guest: Bobbie Wilson, Environment Oregon; Mark Wilson, Oakquest;
Ted Labbe, Oakquest, Jaimie Lorenzini, City of Happy Valley;
Vidya Kale, Transportation Advisory Board
Announcements from Board and Staff
Comments on the Stormwater Manual are due by next Monday. The Ops Center eco-charrette went
well, with a lot of positive discussion over possible sustainability features.
Approval of Minutes
The Board unanimously approved the October 19, 2015 meeting minutes.
Public Comment
None.
Regular Business
A. Review Agenda
Co-Chair Ratcliff reviewed the meeting agenda.
B. City Council Update/City Council Goals Update
The first meeting of the month included a public hearing to change the boundary of the Lake Grove
Urban Renewal Area to include the old WEB. The next meeting will include a study session on
sensitive lands and a hearing on the topic. Council had a team building exercise with the City
Manager and an internal working session. Council goal setting will be coming up. Boards and
Commissions goal setting in February.
C. Oakscaping- Ted Labbe
The white oak replanting effort started back in 2011 under a Regional Conservation Strategy. The
‘oakscaping’ work grew out of a gap in conservation efforts. The strategy called for a plan on how to
conserve white oaks. The first part of the strategy was to create a map (OakQuest) with citizen
science.
City of Lake Oswego Sustainability Advisory Board Minutes
November 16, 2015
Page 2 of 4
The second phase of the project includes workshops on how to conserve this resource through
forest habitat stewardship.
Ted Labbe provided the historical context of white oak in the Willamette Valley. Habitat loss through
land use changes, changes in fire suppression, agriculture etc., resulted in a loss of white oak. Most
of the Willamette Valley was dominated by mixed oak, but with fire suppression the domination has
changed and is now dominated by Douglas Fir.
White oak forests promote high levels of endemism. There are many species that you only find in
oak forests and not anywhere else. Many tightly coupled relationships between vertebrates and
plants.
Historically, systems were maintained through managed fire regimes. The oakscaping program is
working through Native American groups to re-establish social component of conservation. The
word used to describe this is ‘KelipiCamas’, representing the return of Camas and fostering of
greater stewardship
The KelipiCamas project is led by PSU Indigenous Nations Studies. The project integrates
stewardship with teaching, focusing on landowners in oak rich neighborhoods. The project is
actively seeking groups of neighbors and landowners who are in oak rich neighborhoods to
implement practices in yards to sustain resources and enhance understory habitat and corridors.
The project is currently looking for 3 host sites. There will be 3 workshops for 3 sets of 15
homeowners each over 2016. There are planned out planting schemes/templates for individual
yards. Using mapping to pinpoint outreach areas.
Board members suggested getting in touch with neighborhood associations and Mountain Park
HOA. Bobbi Wilson asked about engaging farmers to plant oak savanna plants. Starting in urban
setting first, but will then move out to rural areas in Phase 2. Vidya asked why the project
recommends White Oak- it’s the only native oak in the valley.
D. Happy Valley Solarize Program- Jaimie Lorenzini
Jaimie described the Happy Valley Solarize Program, using a slide presentation. The program was
grant funded by NW Solar Communities to meet a goal of 60 solar installations. The partnerships
included Installers, Educators, and Citizens. The city let Installers design their package for Happy
Valley residents. Solar Oregon played the role of educator, creating a customized presentation. The
City also partnered with citizens- homeowners who had positive experiences with solar and wanted
to share. City defined “lower cost” and “certifiable”. Idea of the workshops was to go from
inspiration to installation as quickly as possibly by allowing people to ask questions. Jon asked if the
workshops were meant to be sign-up events. Jaimie replied that they were, but many people came
just because they were interested and wanted to learn more about it. Used a variety of different
methods to contact people, beyond social media and web searches. The City chose a data driven
approach to see how the public was responding to efforts and program. There wasn’t any pushback
from HOAs or any citizens. Only one installer did a lease, the others did straight out purchasing of
the units.
The Board asked about the upkeep and maintenance of solar panels, and Jaimie explained that the
only upkeep they should need is an annual hosing off. Jon asked how they set up the program and
why they had a number of installers instead of just one preferred vendor. Happy Valley wanted a
variety of installers for customer protection- if one went under, there would be others who could
still do the installation.
Eliot asked about who takes over the lease if your installer goes bankrupt. Jaimie replied that the
company who buys the installer will take over the lease. Eliot then asked if they only did residential,
or commercial. Happy Valley only focused on residential.
City of Lake Oswego Sustainability Advisory Board Minutes
November 16, 2015
Page 3 of 4
Jaimie continued that the campaign was focused on education, not on sales pressure. The biggest
expenditure was staff time. Mary asked if there was a project manager. Jaimie is project manager
and all materials are on the website. Sebastian asked how they dealt with homes who couldn’t get
solar due to roof angle, trees, etc. Jaimie explained that installers can sometimes artificially create
the angles with the panel, or put it on a pole in the roof, or on the carport. Community solar is
another option.
E. Solar Letter Review
Karl has been unable to work on the letter due to his eye surgery, but Richard is happy to help with
the continuing edits. Richard was hoping that the letter would state that Environment Oregon had
come to SAB with a proposal to start a Solarize program, complete with a recommendation, a
needed budget, and a triple bottom line analysis. Mary stated that the point of the letter would be
to ask Council to set a goal, and not ask for any specific funds because we don’t know what the
funds would be for a Solarize program, which we are not ready to do at this moment. Richard asked
who would be the project manager running the program. Jenny responded that she and Jordan
Wheeler had spoken about it and felt that were it to become a City run program, funding would
need to be allocated by the budget committee. However, if we did set a goal, we could try to work
with the Council to get installation fees waived.
The last time there was a Solarize program, there was a hired project manager that was shared with
West Linn. Mary felt that the last program was successful, and would like to build on that program
again, but that if we are going to ask for a Solarize program, we need to map out what that means
before suggesting that to Council. Karl added that we could establish a nominal level of success such
as expedited permitting and an installation goal, and then build upon that once there is buy-in.
Charlie Fisher had suggested not going overboard, but taking small steps. Richard felt that “hooking
them and then landing them later” does not seem like the best approach. Mary responded that we
design the letter to encourage Lake Oswego to be a solar friendly community, and we are working to
help advance solar in the community. The point of having Jaimie today was to see what the program
would entail, and what we would need to do here in Lake Oswego. Mary would really like to see a
Solarize program happen, but we just don’t have the staff resources to do it right now. Karl
suggested that when it comes to funding, we may have to prioritize what we want- a LEED Gold
building, or a Solarize program?
Mary suggested we look more closely at grant funding, but for now we should focus on setting a
goal and looking at the Code and then move on to putting the program together. Richard clarified
that the letter we’ll say that we would like Council to adopt a goal of solar installed on 200 homes in
5 years, including the homes that already have solar. We already have solar on about 60 homes.
Bobbi Wilson clarified that it does not have to be a Solarize program, but can be a tailored option
that works well for this community and Council. Jon added that the letter does not have to be a
standalone option. There can be additional feedback to Council and suggestions of how to meet that
goal. Mary and Karl suggested that we may just end up focusing on outreach to homes that can have
solar on them.
F. 2016 Goal Setting
Lisa explained the process for setting goals, starting with a review of this year. Jon pointed out that
most boards and commissions are not nearly as detailed with their goals and to focus on what is
actually achievable. The Board then reviewed each goal for progress:
City of Lake Oswego Sustainability Advisory Board Minutes
November 16, 2015
Page 4 of 4
Goal A1: Lisa to continue as part of the Iron Mountain Park Planning Process
A2: Continue in 2016
A3: Almost finished
A4: Continue in 2016
B1: Continue in 2016
B2: Discontinue in 2016
B3: Ongoing
C1: Undecided whether to continue
C2: Undecided
C3: Continue in 2016
C4: Continue in 2016
C5: Continue in 2016
Adjournment
Co-chair Ratcliff adjourned the meeting at 8:35 p.m.
Respectfully submitted,
Jenny Slepian
Sustainability and Management
Fellow
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About HV Solar
•Citizen initiated
•Grant funded ($10,000) by Northwest
Solar Communities
•Primarily educational outreach
•Program continues through March,
2016
Goal: 60 solar installations
Understanding The “Why”
•Protect from rising energy costs
•Environmental stewardship
•Local economy/oil independence
•Emergency resiliency
•Increases home value
Program Principles
Traditional Model: Demand drives supply.
Typically, a neighborhood forms a co-op and negotiates
with a contractor to provide all solar installations at a
reduced cost.
HV Model: Supply drives demand.
Preselected program partners based on objective
criteria, then drive demand by changing market factors
such as information access.
Program Components
Program Partners…
Installers Educators
Citizens
Program Partners
•Solar installers who provide a “certified lower cost” to Happy
Valley residents.
•“Lower cost” means an immediate savings for buyers at no up-front
cost OR; an approximately five year “payback” period OR; result in a
better than 10 percent ROI.
•“Certifiable” means prices or financial benefits offered must be
documented by the dealer as being unique to the Happy Valley
Initiative.
•Active in the last two years, must have good record as maintained
by the Energy Trust, must meet tax credit requirements, and must
sign a PSC with the City.
Educational Programming
Educational Programming
Citizen Workshops
•October 1 Workshop: ~ 28 Citizens
•October 17 Workshop: ~ 33 Citizens
Developer Forum
•December 9 Forum
Engaging the Community…
Solar Home Tour
•Six homes throughout HV
•Each homeowner was partnered
with a solar “technical expert”
•Tour lasted 4 hours, tapered
down after 2
•Scaled and modified easily
Enhanced Participation
City Council directed staff to:
1.Endorse letters of support for solar energy
2.Authorize a promotional video (later covered by grant)
3.Waive permit fees for solar
In Context…
•$1.3 million est. in FY 15/16
building permit fees.
•60 installation=$8,415 in fees
•0.65% Total Department Revenue
Preliminary Data
$10,000.00 Beginning balance
(-$2,910.44)Mailer 1
(-$45.98)Workshops 1 & 2
$7,043.58 Q1 Remaining Funds*
Quarter 1 Financials Community Response
60+ citizens attended workshops
50+ solar leads since July.
~ 30 leads occurred at workshops.
~10-15 occurred at a City festival.
Inquiries from independent
citizens, HOAs, and preliminary
interest from some homebuilders.
*Amending contract to allow for
additional outreach.
Questions?
Visit our Solar Webpage at:
www.happyvalleyor.gov
Contact Program Manager:
Jaimie Lorenzini
503.783.3823
jaimiel@happyvalleyor.gov
Oak-Prairie Stewardship
In Our Backyards
Ted Labbe
KelipiCamas Project Outreach
November 2015
The Intertwine Alliance
Oak-Prairie Work Group
• 27 partner agencies, nonprofits – active
since 2011
• Goals:
– Develop regional oak map (OakQuest)
– Foster habitat stewardship
– Improve conservation outcomes
– Grow partnerships
– Mentor and train emerging Tribal leaders
• Funding:
Tualatin Soil and Water
Conservation District
Historical
Context:
Habitat Loss
Reference:
John Christy and Ed Alverson, 2011
1.3% 1.8%
14.4%
Habitat Canopy
Cover
Fire
Frequency
Succession
With Fire
Exclusion
Prairie* <5% Higher
Savanna 5-25%
Oak
woodland
25-60%
Mixed oak
forest
>60% Lower
A Continuum of Habitats
* Includes other herbaceous communities,
depending on soils & hydrology: upland prairie,
wet prairie, balds, vernal pools
Biodiversity
Photos: Institute for Applied Ecology, TNC, Rod Gilbert
Biodiversity
Cultural
Context
Photo Credits: Judy Bluehorse Skelton
Solutions: Active Stewardship &
Naturescaping in Support of Oak
KelipiCamas Project
– Chinook Wawa word for ‘return’ or ‘return to’
camas, a pivotal NW prairie first food
– Led by PSU Indigenous Nations Studies
– Integrates nature stewardship and learning in
backyards and natural areas
– Engages landowners in oak rich
neighborhoods, natural area managers,
Native American communities
KelipiCamas Workshops on Naturescaping
with Oak: Participant Selection & Community Building
• High certainty that selected participants will:
– Implement practices in their yards and become
naturescaping ambassadors in the community
– Collaborate on long-term management, learning, and
community-building
• Seeking:
– clusters of neighbors
and/or landowners
close to park or natural
area with oak habitats
Naturescaping with Oak
Workshops Schedule
FALL 2015
• Conduct community outreach: north Clackamas County
• Select a restoration project site and volunteer site
stewards in oak rich neighborhoods
WINTER 2015
• Develop landscape restoration designs and prepare
sites for restoration
SPRING through FALL 2016
• Conduct oak habitat restoration and management
workshops
Naturescaping with Oak
Workshops Curricula
Workshop #1: Early Feb 2016
• Oak/prairie in the NW: interconnected cultures & habitats
• Existing conditions and restoration goals
• Classroom and field trip
Workshop #2: Early May 2016
• Weed control and site prep options
• Planning, design, work timing, plant materials, tools
• Hands-on work at project demonstration site
Workshop #3: Sep/Oct 2016
• Site planting, seeding and establishment techniques
• Succession, long-term monitoring and maintenance
• Hands-on work at project demonstration site
Naturescaping with Oak:
Project Planning + Design
Plan by GreenWorks PC + WMSWCD
OakQuest
Observations
KelipiCamas Co-Benefits
• Water conservation and
drought resilience
• Wildlife habitat
• Carbon sequestration
• Pollinator services
• Property improvement
• Neighborhood-scale habitat
connectivity
• Community engagement
and learning
• Leadership training for
Native Americans
Photo by Heidi Newsome
NRCS
Photo by Mace Vaughn
How You Can Help
• Spread the word
• Show your interest in upcoming
workshops & learning opportunities
http://tinyurl.com/oakscaping-workshop
• Practice oak stewardship
– Plant associated species
– Leave the leaves, don’t overprune
– Avoid lawns, irrigation, fertilizer under oaks
– Be an ‘oak ambassador’ and talk to your
neighbors
Western Towhee photo by M Houck
Photos by CoP, TNC + MGW
Photo by Eric Mader
KelipiCamas Partners
Project Leads:
• PSU Indigenous Nations Studies: Judy Bluehorse Skelton,
Savahna Jackson, Sequoia Breck, Shawna Zierdt
• Mark Griswold Wilson, Ecologist
• Kingfisher Ecological Services: Ted Labbe
Other Key Partners:
• Backyard Habitat Program (Portland Audubon & Columbia Land Trust)
• The Intertwine Alliance: Oak-Prairie Work Group
Steering Committee:
• Clackamas SWCD
• Tualatin SWCD
• West Multnomah SWCD
• Metro
• City of Portland Parks & BES
• Natural Resources
Conservation Service
• Urban Greenspaces Institute
Additional Resources
• West Multnomah SWCD meadowscaping
http://www.wmswcd.org/content.cfm/What-We-Do/Urban-
Programs#Meadowscaping
• BLM Landowners Guide for Oak Habitat Restoration
http://www.blm.gov/or/districts/salem/files/white_oak_guide.pdf
• Backyard Habitat Program http://backyardhabitats.org/
• Cascadia Prairie-Oak Partnership http://cascadiaprairieoak.org/
• Clackamas SWCD conservation assistance
https://conservationdistrict.org/resources/yard
• Ted Labbe 503-758-9562 ted.labbe@gmail.com