Loading...
Agenda Item - 2021-03-18 - Number 7 - City Council Goals - Council Report 11.1 3-16-21 11 .1 ris COUNCIL REPORT V D 9REG- Subject: 2021 Council Goals and Initiatives Workplans Meeting Date: March 16, 2021 Staff Member: Martha Bennett, City Manager Department: City Manager's Office Action Required Advisory Board/Commission Recommendation ❑ Motion ❑ Approval ❑ Public Hearing ❑ Denial ❑ Ordinance ❑ None Forwarded ❑ Resolution ❑X Not Applicable ❑ Information Only Comments: ❑ Council Direction ❑ Consent Agenda Staff Recommendation: Council discussion of the Workplans to implement the 2021 Council Goals and Initiatives Recommended Language for Motion: N/A Project/ Issue Relates To: ❑X Council Goals/Priorities EAdopted Master Plan(s) ❑Not Applicable EXECUTIVE SUMMARY On February 2, 2021, Council adopted 18 major initiatives and work items under eight major goals. Staff have developed proposed work plans or implementation actions for the initiatives and work items, and these plans are before Council for review and discussion. BACKGROUND The City Council sets goals each year to set strategic direction for the City, to identify the opportunities and challenges that face the community and the City, and to set priorities for Council time and City efforts. This work becomes the agenda for Council and staff for the year. As part of ensuring that these Council goals are implemented, staff have developed work plans 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city Page 2 to identify the scope, proposed schedule, and needed resources to successfully implement each of the Council's high priority items. DISCUSSION In February, I assigned each of the draft initiatives or work elements to a department or team of departments. I asked the lead staff person to develop a work plan for each initiative or work item. These are before you for your review. After your concurrence with these work plans, staff will report to you quarterly on progress towards your goals. This work plan discussion is, in effect, the report for the first quarter of 2021, and the next update will be in June. In this Council report, I have highlighted elements of the work plan that are important for Council consideration. Goal 1 - Ensure a Safe and Secure Community for All • Community Dialog on Policing. As Council is aware, this project is underway, and we expect this project will transition to implementation over the summer. • Fireworks and Outdoor Fires. Discussion of fireworks will need to include significant community outreach and engagement. Do we have enough time contemplated for this outreach? • Emergency Radio Communications. The workplan for this item is straightforward. It is heavily focused on community education and engagement. • 21st Century Business Model for Public Safety. Although the work plan has this project beginning this spring for the Fire Department, it seems more appropriate to complete the community dialog on policing and the discussion about emergency radios before taking this up. I'd recommend we begin this project in September. Is that OK with Council? Goal 2 - Support Business Investment and Job Creation in Lake Oswego All three of the initiatives under this goal have clear and straightforward work plans. The timing of the COVID-19 business support work plan may be affected by federal and state government activity. Goal 3 - Foster Diversity, Equity and Inclusion in Lake Oswego and in the City as an Organization • Implement the Overarching Recommendations of the DEI Task Force. This workplan is fairly general for now, and it will become more specific after the Equity Program Manager begins work. At this time, we contemplate periodic check-ins with Council to report progress and discuss priorities. • Amend Purchasing Codes and Develop Opportunities for the City to Contract with CO- BID certified firms. Some of the work steps in this item may be able to be adopted administratively, and if so, it's possible this project could move faster than the workplan contemplates. 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city Page 3 Goal 4—Combat Climate Change by Reducing Greenhouse Gas Emissions and Strengthening the Community's Resilience to Climate Impact The work plan for the initiative under this goal may be refined after your study session with the Sustainability Advisory Board. Goal 5—Support Strong Operational Practices, Infrastructure Investments, and Fiscal Policies that Increase Public Trust in the City • Determine the Best Option for the Tryon Creek Wastewater Treatment Plant. Among your 18 initiatives, this one has the most significant long term financial and development implications for the City. Also, please note that additional resources will be needed soon to proceed with this initiative. • Boones Ferry Road. Council should note that staff recommends that the City not begin work on Phase 2 until after the Phase 1 construction is complete later this year. Goal 6—Invest in Lake Oswego's High-Quality Parks, Natural Areas, and Recreational Amenities • Complete the IGA with LOSD, complete design, and begin permitting for the Recreation and Aquatics Center. The workplan for this initiative is very straightforward, and it will include periodic action by Council. • Implement the other bond-funded Parks & Recreation Projects. As with the Recreation and Aquatics Center, each of the projects on the bond list will include feedback from and action by Council to implement. • Explore the feasibility of Lake Oswego as a part of the Blue Zone Project. City staff will conduct research on this and will report to Council in the fall. Goal 7—Improve Transportation Connections, Mobility and Safety for All Types of Trips in Lake Oswego • Increase funding for pedestrian facilities, beginning with safe routes to school. The workplan for this item depends on Budget Committee deliberations. Staff will prepare options for the Budget Committee to consider. • Seek Grants to improve mobility and reduce congestion on Highway 43, McVey, and Stafford. The workplan for this item will depend on the City's ability to receive funds. Additionally, some of the issues anticipated by this initiative will arise in the permitting process for the Recreation and Aquatics Center. Goal 8—Conserve the Community's Quality of Life by Planning for Change and Growth As you'll see from the workplan, the first phase of this work has been research and gaining an understanding of community values. The Council will hold a joint work session with the Planning Commission to discuss this research. The major challenge for the Council is that the first part of the policy work will be done by the Planning Commission, with the codes coming to Council afterwards. Staff would like your feedback about how to keep Council informed, but still maintain the "space" for the Planning Commission to deliberate. 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city Page 4 I should note that many of the initiatives on your agenda are already underway. Others have been scheduled for future study sessions, and so staff will seek clarity around your objectives at those study sessions. I've included a chart that shows when we expect major Council activities. As you'll see, March, September, and December all look like significant months. I will work with staff and the Mayor to attempt to spread this workload out to be manageable. FISCAL IMPACT Some of the Council initiatives are already in the adopted budget. Others have a fiscal impact. RECOMMENDATION Staff recommends that the Council discuss and provide feedback ATTACHMENTS 1. 2021 City Council Goals and Initiatives and draft work plans 2. 2021 City Council Goals Work Plans -Time Table 503.635.0215 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.lakeoswego.city ATTACHMENT 1 -04,ir �0�,;A 2021 COUNCIL GOALS AND INITIATIVES o March 16, 2021 Goal 1 - Ensure a Safe and Secure Community for All Council Initiatives A. Lead the community dialog on policing. Develop an action plan to address the findings of the dialog. B. Update fireworks and outdoor fire policies. C. Address emergency radio coverage due to conversion to digital radios. D. Implement a sustainable business model for the Police and Fire Departments that meet the 21st century needs of Lake Oswego. Goal 2 - Support Business Investment and Job Creation in Lake Oswego Council Initiatives A. Adopt an Economic Development Strategy and resource plan. B. Approve a DDA for the North Anchor properties. C. Develop a specific action plan to address business needs related to COVID-19 restrictions and recovery. Goal 3 - Foster Diversity, Equity and Inclusion in Lake Oswego and in the City as an Organization Council Initiatives A. Implement the "overarching" recommendations of the DEI Task Force. Charge the new staff and advisory committee with recommending a work plan for the other recommendations. B. Amend the City's purchasing codes and develop approaches to increase opportunities for the City to contract with CO-BID certified firms. Examine the feasibility of contracting opportunities for locally- owned businesses. Goal 4 - Combat Climate Change by Reducing Greenhouse Gas Emissions and Strengthening the Community's Resilience to Climate Impact Council Initiatives A. Implement the Sustainability and Climate Action Plan Goal 5 - Support Strong Operational Practices, Infrastructure Investments, and Fiscal Policies That Increase Public Trust in the City Council Initiatives A. Collaborate with the City of Portland to make a financially and environmentally responsible long-term investment in a wastewater treatment plant. B. Complete Phase 1 of reconstruction of Boones Ferry Road. Discuss and provide direction about the scope, feasibility, timing, and financing of phase 2 and public parking. Goal 6 - Invest in Lake Oswego's High-Quality Parks, Natural Areas, and Recreational Amenities Council Initiatives A. Complete the IGA with LOSD, complete design, and begin permitting for the Recreation and Aquatics Center. B. Implement the other bond-funded Parks & Recreation Projects. C. Explore the feasibility of Lake Oswego as part of the Blue Zone project. Goal 7 - Improve Transportation Connections, Mobility and Safety for All Types of Trips in Lake Oswego Council Initiatives A. Increase funding for pedestrian facilities, beginning with safe routes to schools. B. Seek grants to improve mobility and reduce congestion on Highway 43, McVey Avenue and Stafford Road, including pedestrian safety and bicycle facilities. Goal 8 - Conserve The Community's Quality Of Life by Planning for Change and Growth Council Initiatives A. Adopt codes that comply with HB 2001 that are consistent with the community's sense of place, neighborhood character, and livability. 2 Ensure a Safe and Secure Community © ��-�<r MEMORANDUM wow TO: Mayor and Council FROM: Executive Team SUBJECT: Lead the Community Dialog on Policing. Develop an Action Plan to Address the Findings of the Dialog. Council Goal 1A DATE: March 16, 2021 Big Picture Goal: Ensure a safe and secure community for all. Council Initiative: Lead the Community Dialog on Policing. Develop an Action Plan to Address the Findings of the Dialog. Lead Department: City Manager's Office. Support Departments: Police Department and Human Resources. Plan to Tackle the project: Staff recommends four components for the community policing dialog: 1) Community Kickoff: This event will allow Council and the police department to learn more about the community's expectations around policing in Lake Oswego and provide the opportunity for intentional interaction among numerous stakeholders (e.g. residents, business owners, and people working in Lake Oswego). Participants will also receive an overview of the police department, including structure and culture. 2) Police Department Focus Groups: Internal focus groups representing a cross section of the police department will help deepen understanding of policing from an internal perspective, provide insight into ongoing efforts surrounding implicit bias and help identify potential areas of improvement in policing practices. 3) Community Focus Groups: Input from those who live, work, recreate and visit Lake Oswego is a critical element of the outreach process that will inform future recommendations to ensure the work the police department does is in line with our community's expectations. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Upon completing the outreach process, facilitators will report their findings and present recommendations to Council based on the police department's current practices, and insight from internal and external focus groups. 4) Community Wrap-Up: This event will provide a space for community members to learn about and discuss the results and recommendations of the outreach process in an interactive environment. Proposed Timeline and Major steps: February, 2021: Collaborate with facilitators, City Councilors, Police Chief and City Manager to finalize questions for police and community focus groups. Begin conducing internal focus groups for the Police Department. Prepare for outreach events to include a communications strategy and framing outreach process. March 9, 2021: Virtual Community Kickoff Meeting March/April 2021: Begin advertisement of virtual community focus groups and conduct external virtual focus groups and surveys. May 4, 2021: Check-in with City Council at Council meeting to discuss initial findings from internal police focus groups and community response to date. May, 2021: City staff and facilitators analyze outreach results and complete preliminary report, begin planning and advertising for community wrap-up event, and finalize report. June 1, 2021: Present final report to City Council June, 2021: Host community wrap-up event. Proposed Staffing Required: The community policing dialog will require a combination of staff and external facilitator resources. The proposed work plan is based on available staff resources and assumes the project is managed by the City Manager's Office, with key support from Human Resources and the Police Department. The City has identified a person in the City Manager's Office that can dedicate 100% of their time to the project, which is necessary due to the estimated timeframe. Implementation of an action plan would require additional staff resources depending on the strategy selected and roles and responsibilities of other partners. For example, if the City were tasked with creating a behavioral health position in the Police Department, that may require the addition of an FTE or cost in order to contract for that service. New initiatives that are delegated to other partners could require City staff time nevertheless, as staff may be in a supporting role. Estimated Financial Need: The City has retained a team of facilitators to assist with this initiative, the cost of which can be absorbed by the budgets for the City Manager's Office, Human Resources, and Police Department. At this time, it is not possible to determine the financial need will be required in order to implement the action plan to address the findings of the community dialog. Staff can return to Council with a detailed plan once direction is given. © ��-�<r MEMORANDUM o TO: Mayor and Council FROM: Executive Team SUBJECT: Update fireworks and outdoor fire policies. Council Goal 1B DATE: March 16, 2021 Big Picture Goal: Ensure a safe and secure community for all Council Initiative: Update fireworks and outdoor fire policies Lead Department: Fire Support Departments: City Attorney Plan to Tackle the project: • Evaluate current State law and Lake Oswego Municipal Code to ensure the provisions meet the intent of State Law and takes full advantage of all lawful provisions. • Evaluate fines and fees contained in Lake Oswego Municipal Code and determine if any improvements should be recommended to City Council. • Research other municipalities to ensure the Lake Oswego Municipal Code and related policies are contemporary. • Research other communities that have more stringent ordinances banning fireworks and evaluate their experience. • Consider Prevention and Enforcement activities that could be undertaken by Fire and Police. Proposed Timeline and Major steps: March 2021 • Conduct analysis of related State Law, the Lake Oswego Municipal Code, and the codes and policies of other municipalities and prepare a Report to Council for consideration. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 April 2021 • Report to council/Study Session Proposed Staffing Required: 30 hours staff time Estimated Financial Need: The primary cost is staff time; any prevention and education will be untaken will funds already budgeted in the Fire Department. 4 -�-�<r MEMORANDUM o TO: Mayor and Council FROM: Executive Team SUBJECT: Address emergency radio coverage due to conversion to digital radio. Council Goal 1C DATE: March 16, 2021 Big Picture Goal: Ensure a safe and secure community for all. Council Initiative: Address emergency radio coverage due to the conversion to digital radio. Lead Department: Fire and Police Departments Support Departments: Department of Public Works and City Attorney's Office. Plan to Tackle the project: • Providing high quality emergency and non-emergency radio coverage throughout Lake Oswego is critical for first responders. The change in the countywide radio system from analog to digital may cause gaps in coverage, especially for handheld portable radios. The new digital radio system is expected to go live in the fall of 2021, and at that time, the current analog radio system will no longer be supported. • Staff will need to ensure radio coverage meets the needs of first responders utilizing the new digital radio system for both emergency and non-emergency communications. • Based upon the results of testing prior to implementation of the digital radio system, there may be a need for technology improvements, ranging from portable Digital Voice Recording Systems (DVRS—signal boosters), to the construction of additional public safety communications towers to support the system. Proposed Timeline and Major steps: March 2021 • Begin meeting with community stakeholders to provide a clear understanding of the potential problems that may arise with digital radio implementation. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 • Begin Meeting with the School District to ensure an awareness of the digital coverage issues that may be encountered in the schools. April 2021 • Begin participation in digital radio system coverage tests in Lake Oswego; and partner with community stakeholders and the school district to ensure the results and any deficiencies are shared and understood. Conduct tests of DVRS technology simultaneous to the digital radio system testing and communicate those results to stakeholders and to the school district. May 2021 • Brief City Council on the results of the digital radio system testing and offer options, if coverage improvements are needed. May—October 2021 • Implement system improvements as necessary. Proposed Staffing Required: Staff time to meet with stakeholders, to test the digital radio system, and to make system improvements may exceed 600 hours. Estimated Financial Need: Primary cost is staff time for meetings, system testing, and support for implementation of any necessary system improvements. All digital radio system infrastructure costs are born by the Clackamas County Radio Group (C800), a cooperative intergovernmental agency formed under ORS 190. © ��-�<r MEMORANDUM o TO: Mayor and Council FROM: Executive Team SUBJECT: Implement a sustainable business model for the Police and Fire Departments that meet the 21st century needs of Lake Oswego. Council Goal 1D DATE: March 16, 2021 This workplan focuses only on the Fire Department at this time. A supplemental sheet will be added for Police after the "Dialog on Community Policing"is completed in the spring since this public engagement effort will heavily inform the workplan. Big Picture Goal: Ensure a safe and secure community for all Council Initiative: Implement a sustainable business model for the Police and Fire Departments that meet the 21st century needs of Lake Oswego. Lead Department: Office of the City Manager (A. Hooper) and Fire Department Support Departments: Finance Department Plan to Tackle the project: • Fire Department calls for service have changed over time and are now predominately related to the provision of Emergency Medical Services, yet there remains a need to maintain readiness for a variety of emergency calls, some critical in nature. • Fire departments, in general, need to evaluate their service model to ensure they are evolving to anticipate community needs well into the future. • This Council Initiative will require the study of best practices of fire departments, including medical transport, community risk reduction, and increased focus on firefighter training, safety and wellness. • This Council Initiative will study the feasibility and sustainability of service and staffing models to ensure the efficient use of funds and resources, and cost containment. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Proposed Timeline and Major steps: September—December 2021 • Evaluate Fire Department response call types and response data to describe the current community needs, and identify trend information that can provide value for future planning. • Evaluate the findings of the recent "21st Century Fire and Emergency Services" study completed by the International City Managers Association, the International Association of Firefighters (IAFF), and the Center for Public Safety Excellence (CPSE). • Begin discussions with the Lake Oswego Fire Department labor organization, IAFF Local 1159, in an effort to partner on response improvements and efficiencies. • Evaluate Fire Department"best practices,"through a literature review and by constituent interviews. • Brief City Council by Report and Study Session and offer options for system improvements. Proposed Staffing Required: Staff Time is expected to exceed 400 hours Estimated Financial Need: Staff time; there may be costs associated with "best practice evaluation," if travel is required. Business Investment and Job Creation © ��-�<r MEMORANDUM o roar TO: Mayor and Council FROM: Executive Team SUBJECT: Adopt an Economic Development Strategy. Council Goal 2A DATE: March 16, 2021 Big Picture Goal: Support business investment and job creation in Lake Oswego. Council Initiative: Adopt an Economic Development Strategy and resource plan. Lead Department: Planning Support Departments: CMO and Finance Potential Partners: Lake Oswego Chamber of Commerce, Lake Grove Business Association, Clackamas County Economic Development Department Plan to Tackle the Project (Preliminary Scope of Work): Month 1 Review retail and office market conditions and identify key focus areas. The baseline studies were completed in the Fall of 2020 and address pre- and post- COVID-19. (City Council kickoff) Months 2-3 Identify Strengths, Weaknesses, Opportunities, and Threats. (Focus Groups) Month 4/5 Strategic Goals. What do we know? What do we want to accomplish? (Community Forum #1) Months 6-7 Develop an Economic Profile, Goals, and Key performance indicators for economic and business activity going forward. (Ad Hoc Committee) Potential goals could address: • Business retention and expansion • Assessed value per acre 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 ■ GDP (wages) per capita ■ Retail inflow/outflow ■ Visitor stays/transient lodging taxes ■ DEI goals ■ Quality of life improvements for employers and residents (e.g., transportation options, housing, business park amenities) ■ Other community values Months 8-10 Draft an Economic Development Strategy and Resource Plan. What produces the highest return, based on our goals? (Ad Hoc Committee; City Council Check-in) ■ No additional City resources ■ Moderate City investment ■ More investment/highest potential ROI Month 11 Feedback on the Draft Economic Development Strategy (Community Forum #2) Month 12 City Council review and adoption of Economic Development Strategy and Resource Plan, and implementation Proposed Timeline and Major Steps: The work plan is expected to begin in FY 2021-2022 and require 12 months for completion. Proposed Staffing Required: This effort will be led by a consultant working under the direction of the Planning and Building Services Director. Staff resources will be required from Planning, CMO (Public Affairs and Redevelopment), and Finance. Estimated Financial Need and Alternatives: Based on the above work plan, allow$30,000 for outside services. (The Planning Department proposed budget includes funding for these services.) One of the key questions that the strategic planning process will answer is just how much staff time and other resources the City should invest on an ongoing basis, for implementation, versus continuing to take a more passive approach to economic development. © ��-�<r MEMORANDUM o TO: Mayor and Council FROM: Executive Team SUBJECT: Draft Work Plan for Council Initiative - Approve a Disposition and Development Agreement (DDA) for the North Anchor Project. Council Goal 26 DATE: March 16, 2021 Big Picture Goal: Support business investment and job creation in Lake Oswego. Council Initiative: Approve a DDA for the North Anchor Project. Lead Department: Lake Oswego Redevelopment Agency (LORA). Support Departments: City Manager's Office and City Attorney's Office. Plan to Tackle the project: LORA and Urban Development + Partners (UDP) have collaborated on an aggressive, but feasible schedule to have a signed Disposition and Development Agreement (DDA) by this summer. In January, UDP partnered with Mosaic Hotel Group to bring a high-quality boutique unique to Lake Oswego that will be the hallmark of the North Anchor Project. With Mosaic on the development team, the hotel design is in full design mode and will catch up with the residential mixed-use project in the coming months. Below is the proposed schedule. Proposed Timeline: • March 02 o Present a draft term sheet—discuss general elements of the term sheet that will be the basis of the DDA including, but not limited to the sale of the land, requirements for closing on the property, LORA's financial participation in the project. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 • March 16 o UDP will Present more detail on the project design for both the hotel and mixed- use developments. At this meeting staff will be seeking the Board's input on the design as the design will eventually be an exhibit in the DDA. • April06 o Seek the Board's endorsement of the project concept design so that UDP can submit for land use approval later in April/May. • May o Continue negotiations on the DDA. • June o Present a DDA for Board approval. Additional milestones include: • September 2021 Receive land use approval • December 2021 Construction documents completed • February 2022 Building permits issued • March 2022 Break ground on mixed- use residential/ commercial component Proposed Staffing Required: • LORA staff will lead the process with assistance from: o Owner's Representative—Assist in reviewing and development of the DDA o City staff as needed —CMO, CAO, Planning, Building, Engineering Estimated Financial Need: The Owner's Representative has assisted in reviewing the Request For Proposal and now is engaged in developing the DDA. Approximately $30k has been used in consultant fees to date and it is anticipated an additional $20k will be used in FY 20-21. 4 -�-�<r MEMORANDUM o TO: Mayor and Council FROM: Executive Team SUBJECT: Develop a specific action plan to address business needs related to COVID-19 restrictions and recovery. Council Goal 2C DATE: March 16, 2021 Big Picture Goal: Support business investment and job creation in Lake Oswego. Council Initiative: Develop a specific action plan to address business needs related to COVID-19 restrictions and recovery. Lead Department: City Manager's Office. Support Departments: Planning and Building Services Department, Engineering Department, Police Department, and Fire Department. Plan to Tackle the project: Staff recommends three components to address business needs related to COVID-19 restrictions and recovery: 1) Continue non-health/safety enforcement activity. These relief efforts are currently in place and it is proposed that the City continue them until 2022. a. The Police Department has made changes to curtail all proactive enforcement (e.g., parking, traffic stops, noise complaints) that is not health/safety related. For example, at times the police have not enforced parking time limitations downtown or other parking violations unless they pose a public safety hazard (e.g., car blocking a fire hydrant or fire lane). b. The City is giving property owners more time than usual to undertake repairs for lower priority public safety issues, such as a sidewalk tripping hazard. c. The City Council amended the sign code allowing temporarily portable signs (including sandwich board/A-frame signs) for businesses, except where temporary signs affect public safety (e.g., signs that impede vision clearance). The allowance ends when COVID business restrictions end. 503.675.3984 380 A Avenue PO BOX 3G9 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 d. In October, 2020, changes were initiated relating to canopies and awnings for restaurant seating, and temporary shelters for dining and other commercial uses during the pandemic. Code changes were adopted allowing temporary shelters through May 31, 2021. 2) Work with the Chamber of Commerce and Lake Grove Business Association to reach out to businesses to identify other COVID-19 business needs. 3) Re-evaluate, and if necessary, revise our non-health/safety enforcement activity. Seek Council direction and approval as necessary. Proposed Timeline and Major steps: May, 2021: Reach out to the Chamber of Commerce and Lake Grove Business Association to determine if the timeline for tents needs to be extended, and develop feedback loop from businesses on other needs related to COVID-19 restrictions and recovery. June/July, 2021: Begin outreach to businesses. August/September, 2021: Re-evaluate, and if necessary, revise our non-health/safety enforcement activity. Seek Council direction and approval, as necessary. December 2021: Determine if non-health/safety enforcement activities will continue into 2022, and if so, until when and in what capacity. Proposed Staffing Required: This initiative will require a combination of staff and partners such as the Chamber of Commerce and the Lake Grove Business Association. The proposed work plan is based on available staff resources and assumes the project is managed by the City Manager's Office, with personnel support from the Planning and Building Services Department, Engineering Department, Police Department, and Fire Department. Estimated Financial Need: At this time there is no estimate of financial need for this initiative. Foster Diversity, Equity and Inclusion © ��-�<r MEMORANDUM wow TO: Mayor and Council FROM: Executive Team SUBJECT: Implement the "overarching" recommendations of the DEI Task Force. Charge the new staff and advisory committee with recommending a work plan for the other recommendations. Council Goal 3A DATE: March 16, 2021 Big Picture Goal: Foster diversity, equity and inclusion in Lake Oswego and in the City as an organization. Council Initiative: Implement the "overarching" recommendations of the DEI Task Force. Charge the new staff and advisory committee with recommending a work plan for the other recommendations. Lead Department: City Manager's Office. Support Departments: All. Plan to Tackle the project: Staff recommends three components to implement the "overarching" recommendations of the DEI Task Force: 1) Hire a regular status, full-time Equity Program Manager. 2) Establish a permanent Diversity, Equity and Inclusion Committee. 3) Charge the new staff and advisory committee with recommending a work plan for the other recommendations, initially focusing on the other two "overarching" recommendations which are to develop a comprehensive training and development program and sustain and cultivate partnerships with organizations and businesses that support underrepresented communities. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Proposed Timeline and Major steps: February, 2021: Develop job description for Equity Program Manager. Seek input from former DEI Task Force members on interview questions, selection process and on-boarding for DEI Committee. Work with City Attorney to outline process to formalize DEI Committee consistent with City Charter and Code. March, 2021: Begin recruitment for Equity Program Manager. Formally establish DEI Committee. April/May, 2021: Hire Equity Program Manager and begin on-boarding process. Begin advertisement of DEI Committee with other Boards and Commissions recruitment. July, 2021: Appointments made to DEI Committee. Identify organizations and businesses that support underrepresented communities in the Lake Oswego and Portland Metro area. August, 2021: Review training already being conducted and identify gaps. Begin out-reach to organizations and businesses that support underrepresented communities and establish relationships. September, 2021: Develop training program, including schedule and identifying external trainers, if needed. October, 2021: Work with organizations and businesses that support underrepresented communities to identify collaboration efforts. November/December, 2021: Present training and development program to City Manager and, upon approval, begin implementation. Proposed Staffing Required: The implementation of the DEI Task Force "overarching" recommendations will require the hiring of an Equity Program Manager that will report to the Assistant City Manager, with key support from all of the Department Directors. The Equity Program Manager will also provide staff support to the DEI Committee. Estimated Financial Need: The cost to hire a regular status, full-time Equity Program Manager is approximately$200k. This amount is fully loaded and includes a base salary, benefits, PERS, taxes and other roll-ups. At this time, it is not possible to determine the financial need will be required in order to implement the other "overarching" recommendations. For example, there may be a need to hire an external trainer as part of the training and development program. It is likely those costs can be absorbed through department budgets. ©Ic � MEMORANDUM roar TO: Mayor and Council FROM: Executive Team SUBJECT: Draft Work Plan for Council Initiative -Purchasing Codes. Council Goal 3B DATE: March 16, 2021 Big Picture Goal: Foster diversity, equity and inclusion in Lake Oswego and in the City as an organization Council Initiative: "Amend the City's purchasing codes and develop approaches to increase opportunities for the City to contract with CO-BID certified firms. Examine the feasibility of contracting opportunities for locally-owned businesses." Lead Department: CAO Support Departments: Engineering; Public Works; Parks and Recreation Plan to Tackle the project: 1. Background Research 2. Review with Support Departments 3. Draft Public Contracting Rules and "Best Practices" 4. Outreach to stakeholders and affected parties 5. Public Hearing and Adoption 6. Implementation 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Proposed Timeline and Major steps: May 2021 1. Overview of State CO-BID Process 2. Survey Portland Metro jurisdictions to see if others have implemented, to (a) not reinvent the wheel, and (b) familiarity with tips and traps other jurisdictions have experienced. June 2021 3. Review legal landscape: what legal challenges have there been (IMLA) 4. Discuss with State Co-BID how best to break contracts into parts for solicitation purposes. August 2021 5. Review with Support Departments 6. Draft Public Contracting Rules and "Best Practices" September 2021 7. Seek comment of drafts from purchasing/ contracting community 8. Council Study Session October 2021 9. Public Hearing/Adoption of Public Contract Rule amendments November 2021 10. Implement Public Contract Rule and Best Practices a. Staff Training May 2022 b. 6 month review of implementation measures c. Schedule for further review/additional steps Proposed Staffing Required: May 2021 15 hrs. June 2021 10 hrs August 2021 40 hrs September 2021 10 hrs October 2021 5 hrs November 2021 10 hrs May 2022 10 hrs Estimated Financial Need: Outside Legal - $2,000 Publication Expense: $150 Funds in Budget Sustainability and Climate Action Plan © ��-�<r MEMORANDUM 0 TO: Mayor and Council FROM: Executive Team SUBJECT: Draft Work Plan for Council Initiative - Implement the Sustainability and Climate Action Plan. Council Goal 4A DATE: March 16, 2021 Big Picture Goal: Combat climate change by reducing greenhouse gas emissions and strengthening the community's resilience to climate impact Council Initiative: Implement the Sustainability and Climate Action Plan Lead Department: Sustainability/City Manager's Office Support Departments: All Plan to Tackle the project: We have created a list of priorities for 2021 that outlines which actions from the Sustainability and Climate Action Plan can feasibly, given staff time and resources, begin work towards implementation. The Sustainability Advisory Board has also provided comment on this list, with regards to tasks in which they have input. A study session with SAB to discuss implementation, and their recommendations for implementation has been scheduled for March 16. Progress on some actions has already been made with the new City Hall, and partnering with PGE on community EV charging. Proposed Timeline and Major steps: EVs: • Multifamily EV Charging: Underway in partnership with PGE's EV team. Will partner with LOSN on outreach. Will complete by end of 2021. • City Fleet Electrification: Ongoing as vehicles are phased out. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Revise Sections of Sustainability and Climate Action Plan: • New guidance from OSHA and OHA on wildfire smoke will be released shortly that should be incorporated into the plan. DEQ has staff to help us. Anticipated revision deadline mid-Fall. • An Equity analysis of implementation of the plan needs to be conducted this year. Residential Sustainability Certification Program: • Sustainability Interns are making excellent progress on this, which would include voluntary activities such as energy efficiency improvements, switch to electric landscape equipment, waste reduction, and active transportation actions. Many of these are included in the Sustainability and Climate Action Plan. Pilot project to begin during the summer. Meet 2035 Emission Reduction Targets as a Community: • Engaging with PGE and Oregon Public Utility Commission on Community Green Tariff. Schedule based on OPUC approval. Energy Reduction Goals: • Investigating implementation of a Home Energy Scoring Program by the start of 2022 • Resolution 16-28 called for 1MW of solar to be installed in Lake Oswego by 2021. We have not measured progress on this, but this should be a priority. City Employee Health and Engagement: • Develop online sharing forum on City Intranet for staff • Continue Tri-Met HOP Passes for City staff • Develop sustainability training and resources, particularly in new City Hall Proposed Staffing Required: Staff will generally only require Sustainability inputs, although Department Heads and Facility staff will be integral to meeting EV fleet goals. Wildfire Smoke Adaptation revision will require desktop input from emergency management affiliated staff. Estimated Financial Need: Funds may be needed to assist with IT requirements of Residential Sustainability Certification Program, however this is still unclear. Over time, the Home Energy Scoring Program could be an excellent intern project. Sustainability Interns (4) are currently working 5-10 hours a week at minimum wage. Purchasing EVs will require investment in the vehicles, as well as in costs associated with charging infrastructure. Support Strong Operational Practices 0 E �<r MEMORANDUM o unionly TO: Mayor and Council FROM: Executive Team SUBJECT: Draft Work Plan for Council Initiative— Determine the Best Option for the Tryon Creek Wastewater Treatment Plant. Council Goal 5A DATE: March 16, 2021 Big Picture Goal: Support strong operational practices, infrastructure investments, and fiscal policies that increase public trust in the City. Council Initiative: Determine the best option for the Tryon Creek Wastewater Treatment Plant. Lead Department: City Manager's Office. Support Departments: Public Works, Engineering, Finance, and City Attorney's Office. Plan to Tackle the Project: • Provide opportunities for the Council to learn about the project via study sessions and a tour of the existing wastewater treatment plant. • Provide information and public outreach via the media, HelloLO, social media, and targeted engagement opportunities with stakeholders. • Select a winning proposer, and enter into a preliminary services agreement with them. • Cooperatively work with the selected private-public partnership team to develop designs that work for the City of Lake Oswego. • Submit a permit application to the Department of Environmental Quality. • Identify, investigate, and obtain real estate to be the location of the new wastewater treatment plant. • Apply for a Water Infrastructure Finance and Innovation Act (WIFIA) grant to keep financing as low as possible. 503.675.3984 380 A Avenue PO BOX 3G9 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 3 • In May 2022, with the relevant information, Council will need to decide whether to build a new plant through a public-private partnership or not proceed, in which event the City of Portland will upgrade the existing Portland-owned plant as needed (with LO sharing in the cost). Proposed Timeline and Major Steps: • March 12, 2021: Select highest-scoring proposer and begin negotiating a preliminary services agreement. • March 2021: Tour of Existing Wastewater Treatment Plant. • April 6, 2021: Study Session. • May 4, 2021: Seek Council approval for a preliminary services agreement with the selected proposer. • September 2021: Proposer will develop a Basis of Design Report, establish permitting plan, and perform geotechnical and environmental studies on the potential site of a new Wastewater Treatment Plant. • December 2021: Proposer will submit a package that includes 30%design plans, and additional details about cost estimates. The Council will have the opportunity to off- ramp at this stage. • March 2022: Proposer will submit 60% design plans and DEQ permitting tasks will be advanced forward. • May 2022: Definitive Project Submittal that will have final pricing information. This is the last opportunity for the Council to off-ramp and is where the project will need to be fully green-lit. Proposed Staffing Required: Staffing time will be extensive. The time commitment is estimated to equate to 1.5 FTE over the next two years as an accumulation of efforts from the City Manager's Office, Public Works, Engineering, Finance, and City Attorney's Office. Staff have already been assigned. Estimated Financial Need: There is a current authorization of$335,000 for consultant support to get from mid-November to mid-April 2021. There will need to be additional money allocated in consultant support allocated and this will be described in detail at the April 6 study session. After the preliminary services agreement is authorized by the Council, the City will be on the hook for millions of dollars should the project not come to fruition either by the deal falling apart or the City choosing to off-ramp. The City will be responsible for reimbursing most, if not Page 3 of 3 all, of the costs of the design work and other preliminary services work conducted by the selected proposer on our behalf. The percentage that the City will have to cover is determined to some extent by the circumstances in which the deal is broken. As per our intergovernmental agreement with Portland, they will pay for half of the costs should the deal fall apart. If the deal is successful, then all the preliminary services work will be folded into the overall project costs and financed by the Public-Private Partnership team. There will be much more information on this at the April 6 study session and the details will depend on which proposer is selected on March 12. © � '",ss MEMORANDUM o TO: Mayor and Council FROM: Executive Team SUBJECT: Complete Phase 1 of reconstruction of Boones Ferry Road. Discuss and provide direction about the scope, feasibility, timing, and financing of phase 2 and public parking. Council Goal 5B DATE: March 16, 2021 Big Picture Goal: Support strong operational practices, infrastructure investments, and fiscal policies that increase public trust in the City Council Initiative: Complete Phase 1 of reconstruction of Boones Ferry Road. Discuss and provide direction about the scope, feasibility, timing, and financing of phase 2 and public parking. Lead Department: LORA Support Departments: Engineering, Planning Plan to Tackle the project: The Boones Ferry Road — Phase 1 project is under construction and on schedule to be finished by the end of 2021. For determining the future of Phase 2, the initial step will be to reach out and determine the goals and expectations for Phase 2 and align that with funding sources for the future. The Public Parking Facility is a separate and distinct project from the roadway construction efforts. However, the funding sources may be tied to the redevelopment district too, and that will need to be explored in further detail via outreach with the neighborhoods. Proposed Timeline and Major steps: Boones Ferry Road - Phase 1: • December 2021— Boones Ferry Road Phase 1 Construction is Completed • June 2022— Boones Ferry Road Phase 1 project closed out 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Boones Ferry Road— Phase 2: • January 2022 - Focus Group meeting to determine expectations with Lake Grove Business Association and adjacent neighborhoods. • March 2022—Study Session with City Council that covers expectations and funding opportunities Proposed Staffing Required: LORA, Planning, Engineering, and Finance staff will participate in internal discussions prior to and after outreach with the neighborhoods. This will include options for increasing the maximum indebtedness/funding capacity for the district. Staff will make presentations to Council. Estimated Financial Need: Currently there are no funds allocated to this effort. Staff time will be the only expenditure. Parks, Natural Areas and Recreational Amenities p0 - 6ASZ MEMORANDUM 0 c,REGot, TO: Mayor and Council FROM: Executive Team SUBJECT: Draft Work Plan for Council Initiative - Complete the IGA with LOSD, complete design, and begin permitting for the Recreation and Aquatics Center. Council Goal 6A DATE: March 16, 2021 Big Picture Goal: Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities Council Initiative: Complete the IGA with LOSD, complete design, and begin permitting for the Recreation and Aquatics Center. Lead Department: Parks and Recreation Support Departments: CMO, City Attorney Plan to Tackle the project: Work with Project Advisory Committee to present concept design to Parks Board, City Council and School Board for input and direction. 1. IGA, contract with outside legal to draft IGA. a. Complete draft b. Present and negotiate with LOSD c. Present to City Council and LOSD Board for approval 2. Design and begin permitting a. Continue design process including public outreach. b. Present concept to City Council and LOSD Board for input and direction. c. Submit for land use and construction permits. Proposed Timeline and Major steps: • IGA— Present IGA for approval to City Council in April/May 2021. • Design and permitting—design complete October 2021, permits submitted December 2021. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Proposed Staffing Required: Parks Project Manager, City Attorney, City Manager, Parks and Recreation Director, Project Planner. Estimated Financial Need: Projects are currently budgeted in 2021-23 proposed budget. p A MEMORANDUM / .;-'5i i~ c) Di0 aREG©t, TO: Mayor and Council FROM: Executive Team SUBJECT: Draft Work Plan for Council Initiative - Implement the other bond-funded Parks & Recreation Projects. Council Goal 6B DATE: March 16, 2021 Big Picture Goal: Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities Council Initiative: Implement the other bond-funded Parks & Recreation Projects Lead Department: Parks and Recreation Support Departments: Finance, City Attorney Plan to tackle the project: Implement the following projects as prioritized by the Parks Board and recommended to City Council in March 2020; 1. Municipal Golf Course and Driving Range Renovation —design an executive 9 hole course and enlarge and improve the driving range. 2. Raseekh Park—develop active recreation, artificial turf field(s) and other active park amenities. 3. Willamette Greenway Path—acquire last two easements, design and build connection between existing path and George Rogers Park. 4. Acquire strategically located property to add to the park system. 5. Create safe and adequate access and parking for Luscher Farm on Rosemont Road to meet the goals and vision of the Luscher Area Master Plan. Proposed Timeline and Major steps: 1. Municipal Golf Course and Driving Range Renovation —design and permitting September 2021, construction complete September 2022. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 2. Raseekh Park—design and permitting by September 2021, construction complete September 2022. 3. Willamette Greenway Path—acquire easements by June 2021, design and permitting December 2021, construction complete October 2022. 4. Acquire strategically located property to add to the park system — identify possible properties by June 2021. 5. Luscher Farm Access and Parking- design and permitting June 2021, construction complete by November 2021. Proposed Staffing Required: Parks Project Managers, Parks and Recreation Director, Finance Director, City Attorney (acquisition) Estimated Financial Need: 1. Municipal Golf Course and Driving Range Renovation —$3,200,000 bond contract approved by City Council. 2. Raseekh Park—estimated $5,000,000, design/engineering contract approved by City Council. 3. Willamette Greenway Path —estimate $200,000 acquisition, $650,000 design and construction. Possible Metro funds. 4. Acquire strategically located property to add to the park system —estimate will be generated as properties are identified. Possible Metro funds. 5. Luscher Farm Access and Parking—estimate $85,000 design/engineering, $615,000 construction. p� 6 MEMORANDUM V 0 aREG©t/ TO: Mayor and Council FROM: Executive Team SUBJECT: Draft Work Plan for Council Initiative - Explore the feasibility of Lake Oswego as part of the Blue Zone project. Council Goal 6C DATE: March 16, 2021 Big Picture Goal: Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities Council Initiative: Explore the feasibility of Lake Oswego as part of the Blue Zone project. Lead Department: Parks and Recreation Support Departments: Library Plan to tackle the project: Research the Blue Zone Project, analyze current initiatives and activities that align, create a white paper and schedule a City Council study session. Proposed Timeline and Major steps: 1. Research Blue Zone Project, 1st quarter of 2021. 2. Analyze current city initiatives and activities, 2nd quarter of 2021. 3. Develop white paper/report, June 2021. 4. Schedule Council study session, September 2021. Proposed Staffing Required: Deputy Director Parks and Recreation, Library Staff, Administrative Assistant (Parks). Estimated Financial Need: Can be completed under current budget. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Increase Funding for Pathways © ��-�<r MEMORANDUM o roar TO: Mayor and Council FROM: Executive Team SUBJECT: Increase funding for pedestrian facilities, beginning with safe routes to schools. Council Goal 7A DATE: March 16, 2021 Big Picture Goal: Improve transportation connections, mobility and safety for all types of trips in Lake Oswego Council Initiative: Increase funding for pedestrian facilities, beginning with safe routes to schools. Lead Department: Engineering Support Departments: Finance Plan to Tackle the Project: • Completed the prioritization of the school pathways list, as directed by the Council in 2019. • Conducted a Council study session on the Street Fund,Transportation System Development Charges and the Transportation System Plan and Parks Bond Priorities to solicit feedback on priorities within existing funding constraints, and how to modify future Capital Improvement Plans (CIP) to accommodate both pavement and pathways. Study Session was held 06-23-2020 • Work with Metro and ODOT to identify sources for grants and other funding opportunities. • Adjust future budgets and CIPs according to priorities and specific funding levels set by Council. Proposed Timeline and Major Steps: March/April: Present proposed CIP to the Budget Committee that include the top five pathways identified by the TAB and presented to City Council in 2020. May/June: Council reviews and approves or modifies the proposed pathway project timelines, and modifies the Street Fund accordingly. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 Fall 2020: Begin preliminary engineering for the next pathway project, as approved in the CIP and Budget Ongoing: Continue implementing the CIP at the rate proposed, as about one project per year. Proposed Staffing Required: Staff time to develop proposed budgets and CIPs and presenting to the Budget Committee and City Council will equate to approximately 120 hours Estimated Financial Need: Primary cost is staff time. Highway 43 & McVey - Stafford © ��-�<r MEMORANDUM o unionly TO: Mayor and Council FROM: Executive Team SUBJECT: Seek Grants to improve mobility and reduce congestion on Highway 43, McVey Avenue, and Stafford Road, including pedestrian safety and bicycle facilities. Council Goal 7B DATE: March 16, 2021 Big Picture Goal: Improve transportation connections, mobility and safety for all types of trips in Lake Oswego Council Initiative: Seek Grants to improve mobility and reduce congestion on Highway 43, McVey Avenue, and Stafford Road, including pedestrian safety and bicycle facilities. Work program elements should address: • Congestion at major intersections • A safe walking and bicycling facilities along the corridors, including crossing opportunities to Portland • Traffic conflicts caused by the at-grade railroad crossings. Lead Department: Engineering Support Departments: Finance Plan to Tackle the Project: • Seek funding options for financing the studies, including regional, state, or federal funding options, depending on the size of the improvements. • Work with Metro and ODOT to identify sources for grants and other funding opportunities. • Support West Linn's T2020 funding request for Hwy 43 Improvements, which also includes $300,000 for a corridor study to continue the improvements from the southern city limits to the Oswego Creek Bridge (TSP Project No. 142) • Conduct Corridor Analysis for Hwy 43 from Oswego Creek to Terwilliger (TSP Project No. 232) 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 2 • Identify a corridor project for McVey and Stafford, and amend the Transportation System Plan to include this new roadway project. • Identify what parts of the corridor improvements can possibly be broken down into smaller, interim improvements, such a signals or crossing improvements. • Adjust future budgets and CIPs according to priorities and specific funding levels set by Council. Proposed Timeline and Major Steps: Summer 2021:Amend the Transportation System Plan (TSP) to include a roadway project for McVey and Stafford. 2021: Hire consultants and conduct study for Hwy 43 (extension of similar improvements as currently planned in West Linn). 2021/22: Hire consultants and conduct corridor study for McVey and Stafford Road. Solicit feedback from the School District 2021-23: Ongoing interaction and feedback with TAB and City Council on both corridor studies. 2 x year: Share project details with City Council to solicit feedback and direction for final budgeting and prioritization of projects. 2024: Earliest start for possible design of improvements Proposed Staffing Required: Staff time estimated to be 1.0 FTE for a two-year period, shared between Engineering and Planning, to develop and manage this effort up to the beginning of actual preliminary design. Currently, there may not be sufficient staff resources within Engineering or Planning to take this effort on in addition to current workloads. Estimated Financial Need: Consultant costs: $300,000 for Hwy 43, and $200,000 for McVey/Stafford studies to identify major improvements and constraints. Actual engineering, design, and construction for all improvements will be anywhere from $50 to $80 million per corridor, depending on magnitude and scope of improvements. Smaller interim improvements could be considered, such as signals or signalized crosswalks ranging from $100k to $1.0 million, depending on the location and improvement. Staff will continue to seek grant opportunities for these smaller improvements. Conserve Quality of Life © ��-�<r MEMORANDUM wow TO: Mayor and Council FROM: Executive Team SUBJECT: HB 2001 & HB 2003 Compliance. Council Goal 8A DATE: March 21, 2021 Big Picture Goal: Conserve the community's quality of life by planning for change and growth. Council Initiative: Adopt codes and policies that comply with HB 2001 and are consistent with the community's sense of place, neighborhood character, and livability. Lead Department: Planning Support Departments: City Attorney, Public Affairs, and Engineering. Background: In 2019, the Oregon Legislature passed and Governor Kate Brown signed into law House Bill 2001, which is aimed at increasing housing choices in Oregon. The bill requires Metro area cities and counties—including Lake Oswego—to allow "middle housing", defined as duplexes, triplexes, fourplexes, townhomes, and cottage clusters (developments with multiple small, detached homes), in areas zoned for single family homes. While the bill requires that duplexes be allowed on every lot where single-family housing is allowed, the other types of middle housing (triplexes, fourplexes, townhomes, and cottage clusters) must be allowed on most lots in "areas" that are zoned for single-family use. In December 2020, the State Land Conservation and Development Commission adopted rules that define more specifically what these terms mean and what cities must do to meet the bill's requirements. Cities in the Portland metro area have until June 30, 2022 to amend their land use regulations to comply with House Bill 2001. While the bill offers opportunities for the community to realize the environmental and social benefits of expanded housing choices, it also presents some challenges in maintaining the distinctive character of our neighborhoods and not overtaxing city infrastructure. 503.675.3984 380 A Avenue PO BOX 369 Lake Oswego, OR 97034 www.ci.oswego.or.us Page 2 of 3 Plan to Tackle the Project: The City has initiated the first of two phases of work, as part of an 18-month work plan, to comply with the minimum requirements of House Bill 2001. Phase 1 (December 2020—May 2021) This first phase, which began in December of last year, consists of a Neighborhood Character Study, and assessments of the City's Comprehensive Plan and land use regulations. Phase 1 is expected to conclude with presentations to the Planning Commission and City Council in May. The Oregon Department of Land Conservation and Development (DLCD) awarded the City a $45,000 grant to gather information and conduct technical analyses resulting in conceptual alternatives for the City to consider as it complies with the bill. As part of this process, the City has gathered input from close to 900 residents through a survey and has interviewed representatives of 17 neighborhood associations about aspects of design that they feel are most significant to their neighborhoods. The first phase also includes presentations by DLCD staff and representatives of housing advocacy organizations to the Planning Commission, which are intended to provide a common understanding of the bill's intent and stakeholder interests. The diagram below provides an overview of the timeline for Phase 1: 2020 2021 NOV DEC JAN FEB MAR APR MAY Analyze Neighborhood Conditions Neighborhood Form and Socioeconomic Analysis Identify Neighborhood Patterns Me:gli8mbuod Plans end Neighborhood Patterns Final Neighborhood Eouiusona�A.aclices Rcviex Analysis and diostretrons Character ReporEWA NefgM1hwhootl Assxlxlon Audit Comprehensive Plan Y and Development Code wrtnal Cemmery Comprehensive Plan and Community Engagemnne development Code Audet Report Develop Alternative Implementation Options Develop Cede Concepts Middle Rowing Opportunities Repon Phase 2 (May 2021 —June 2022) The second phase of the project will begin in May 2021, and will involve further community input and engagement on how the City should proceed with changes to its development code and comprehensive plan to comply with the bill. This second phase is anticipated to be finalized Page 3 of 3 prior to June 2022, which is the final deadline for cities to attain compliance with the bill. This effort will focus on amending existing zoning regulations and design standards to address building form and scale to ensure that middle housing is contextually appropriate. It will require a close examination of all aspects of development, from new construction on newly created lots, to remodels and redevelopment of existing residences. Code recommendations necessarily will consider "the whole lot" (slopes, streets, pathways, street openings/driveways, parking, trees, and building design). Additional strategies may be needed to avoid displacement of existing (naturally occurring) affordable housing. Proposed Staffing Required: This initiative will be completed with a combination of staff and consultant resources, including support from the City Attorney's Office, Engineering, and Public Affairs. Estimated Financial Need: The Planning Department budgeted $25,000 (matching DLCD's $45,000 grant) for outside services for Phase 1, which is underway. The Department has also budgeted for consultant assistance in Phase 2. DLCD funding may also be available for Phase 2. Council 2021 Goals ATTACHMENT 2 Work Plan Time Table February 2021 I March 1 April I May I June I July I August September I October November I December January 2021 I February f March I April May I Darker Shading=Council Action 1-Ensure a Safe& Lighter shading=Staff Action Secure Community for all Community Policing Dialog Update Fireworks and Outdoor Fire Policies Emergency Radio Coverage 21stocnBFiie e ens -- Pollicee and D Fire Departments 2-Support Bu Investment and Job r-. i•nin .k- Adopt an Economic Development Strategy and Resource plan II Approve a DDA for the North Anchor Properties Develop a Specific Action Plan to Address Business needs related to COVID-19 3-Foster DEI in Lake Oswego and in the City as an Organization Implement the Overarching recommendations of the DEI Task Force Amend the City's Purchasing Codes&Develop opportunities for the city to contract with COB/D firms 4-Combat Climate Change Implement the Sustain ability and Climate Action Plan 5-Support Strong Operational Practices, Infrastructure Investments,and Fiscal Policies Water Treatment Plant Complete Phase 1 of BFR and Provide Direction for Phase 2 6-Parks,Natural Areas and Recreational Amenites Complete the IGA with LOSD, complete design,and begin permitting fror the Recreation and Aquatics Center Implement the other bond- funded Parks and Recreation Projects Explore the feasibility of Lake Oswego as part of the Blue Zone project 7-Improve Transportation Connections,Mobility and Safety Increase funding for pedestrian facilities beginning with safe routes to schools Highway 23-McVey-Stafford __i 8-Plan for Future Population and Business Growth Adopt codes that comply with HB 2001 that ore consistent with the community's sense of place, neighborhood character,and livability March 2020