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Agenda Item - 2022-12-20 - Number 9.01 - State of the Urban Forest Report Update503-635-0215 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY Subject: State of the Urban Forest Report Update Meeting Date: December 20, 2020 Staff Member: Scot Siegel, Director Department: Community Development Action Required Advisory Board/Commission Recommendation ☐Motion ☐Approval☐Public Hearing ☐Denial☐Ordinance ☐None Forwarded ☐Resolution ☒Not Applicable ☒Information Only Comments: ☐Council Direction☐Consent Agenda Staff Recommendation: No action requested. The item is informational only. Recommended Language for Motion: NA Project / Issue Relates To: Climate action and urban forestry Issue before Council: ☒City Council Goal: “Combat climate change by reducing greenhouse gas emissions and strengthening the community’s resilience to climate impact.” Initiative: “Update the Urban and Community Forest Plan by evaluating the 2022 State of the Urban Forest Report.” EXECUTIVE SUMMARY On December 20, staff and project consultant Parametrix will present the results of the State of the Urban Forest Report Update. The Report (Attachment 1) provides data that will help inform updates to the Urban and Community Forestry Plan, consistent with City Council goals and the City’s Climate and Sustainability Action Plan. Staff in Planning, Parks, Engineering, Public Works, and the Sustainability Program contributed to the Report, which should be updated on a 5-year cycle to coincide with regional plans to fly high-resolution aerial imagery and Lidar. 9.1 Page 2 503-635-0215 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY DISCUSSION The urban forest, made up of all trees within Lake Oswego, is a defining characteristic of the city. The trees that line streets, neighborhoods, parks, and natural areas, and shade streams contribute to the environmental, economic, and social sustainability of Lake Oswego. Trees are part of the City’s infrastructure, along with roads, utilities, parks, and cultural services, and the City recognizes the urban forest as a critical asset that must be managed to realize its benefits. The State of the Urban Forest Report Update (Attachment 1) provides data that will help inform the City’s Urban and Community Forestry Program, including updates to the Urban and Community Forestry Plan consistent with the 2022 City Council initiative. The update also fulfills a work plan item in the City’s Sustainability and Climate Action Plan. The Report’s qualitative and quantitative analysis may also be used to help planners and managers prioritize projects and funding to maintain and enhance the community’s urban forest and inform discussions about the City’s tree code and other policies. The Report findings include: • Citywide tree canopy increased from 48.6 percent to 53.4 percent from 2014–2019. (The City also lost canopy in the 2021 ice storm, though this has not been quantified.) • Lake Oswego has the highest tree canopy cover in the Portland region among cities of comparable size. • Canopy cover is well distributed with all neighborhoods achieving over 40 percent canopy and all having increased canopy during the study period. • The ecosystem services of Lake Oswego’s urban forest are immense, including nearly 270 thousand pounds of air pollutants removed annually, 155 million gallons of avoided stormwater runoff, and storage of 467 megagrams of carbon. • The urban tree canopy is a valuable community resource. Threats include climate change, extreme weather, wildfire, insects and disease, urban development, and invasive species. • Lake Oswego has a diverse mix of trees of varying sizes with an abundant stock of smaller trees, only some of which will eventually replace larger trees. • Planting large stature tree species, where appropriate, will help replace larger trees as they decline or are otherwise removed. The loss of larger trees negatively impacts carbon storage as well as other important community benefits. • Urban forestry policies and practices will need to be balanced with other community goals including housing, energy conservation, and renewable energy. Staff presented the initial findings of the Urban Tree Canopy Analysis to the Parks and Natural Resources Advisory Board and Sustainability Advisory Board in September 2022. However, the Report was not developed through a participatory public process because it is not a “plan”. It is a technical study. Any updates to the Urban and Community Forestry Plan will have public and stakeholder engagement. Page 3 503-635-0215 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY The Report should be updated on a 5-year cycle to coincide with regional plans to fly high- resolution aerial imagery and Lidar, which are tools that form the basis for the urban tree canopy (UTC) assessment. The UTC assessment is a critical component to the report that provides detailed canopy cover and change analysis statistics city-wide, within road right-of- way, and across various land classifications. The analysis provides information that will help the City manage the urban forest, conserve natural resources, and plan for climate resilience. Preceded by the 2007 Urban and Community Forestry Plan, the original State of the Urban Forest was published in 2009. RECOMMENDATION Address Urban and Community Forestry during 2023 goalsetting and the budget process. FISCAL IMPACT An update to the Urban and Community Forestry Plan, including policy and programmatic updates that could follow, is major undertaking that will require significant staff time and other resources. This work might span over two years and it could require as much as 0.5 FTE in Planning in addition to staff resources from Parks, Engineering, Public Works, and Sustainability. Based on the State of the Urban Forest Report Update costs, consultant fees for updating the plan could be $100,000 or more. Long-Range Planning staff currently does not have capacity for this work due to State planning mandates (HB 2003), annexations, neighborhood planning projects, and other ongoing work. ATTACHMENTS 1. State of the Urban Forest Report Update CITY OF LAKE OSWEGO State of the Urban Forest December 2022 State of the Urban Forest Report | December 2022ii Contributors City Staff Scot Siegel, Community Development Director/City Project Manager Megan Big-John, Parks Manager Daphne Cissell, Associate Planner Sonja Johnson, Associate Engineer Jessica Numanoglu, Deputy Community Development Director Erik Olson, Long-Range Planning Manager Pam Peterson, City Beautification Specialist Amanda Watson, Sustainability Program Manager Morgan Holen & Associates Morgan Holen, City Consulting Arborist Parametrix Chad Tinsley, Consultant Project Manager Clara Olson, Surface Water Quality Taya Maclean, Natural Resources Colton Kyro, Habitat Sarah Hale, Editing/Graphic Design Todd Prager & Associates Todd Prager, Consulting Arborist Cascadia-Partners Sachi Arakawa, Carbon Sequestration Oswego Lake Watershed Council Jack Halsey, Executive Director (Mountain Park Wildfire Management Project Contributor) Heritage Tree #37, a Pacific dogwood located at Oswego Pioneer Cemetery State of the Urban Forest Report | December 2022iii Contents EXECUTIVE SUMMARY ..............................................1 Purpose of this Report ..................................................................1 Acknowledgement of Previous Efforts .................................2 1 // URBAN FOREST BENEFITS .................................4 Environmental ....................................................................................4 Social......................................................................................................6 Economic ...............................................................................................7 i-Tree – Tree Benefits .......................................................................8 2 // URBAN FOREST THREATS ................................10 Insects and Diseases .......................................................................10 Air Temperature and Aridity ........................................................11 Development .......................................................................................11 Ice Storms ............................................................................................11 Wildfire ................................................................................................12 Invasive Plants ...................................................................................13 3 // CITY TREE STEWARDSHIP AND REGULATORY EFFORTS ..........................................14 Tree Stewardship and Conservation Efforts .....................14 Regulatory Efforts ........................................................................17 4 // URBAN TREE CANOPY ASSESSMENT ............24 Urban Tree Canopy Models ...............................................................................25 Regional Canopy Analysis ...........................................................26 Citywide Canopy Analysis............................................................28 Neighborhoods ...............................................................................35 Zoning ..................................................................................................37 Business Districts ..........................................................................40 Outdoor Recreation and Conservation Areas ................42 Road Right-of-Way / Street Trees ..........................................44 Street Tree Equity—Census Block Groups .........................47 Watersheds ........................................................................................49 Sensitive Lands ..................................................................................51 Effective Stream Shade ...............................................................53 5 // CARBON SEQUESTRATION .............................55 Explanation of Carbon Sequestration ................................55 The Carbon Sequestration Tool .............................................56 Summary and Future Scenario Planning ............................62 6 // COMMUNITY PROGRAMS ..............................63 Tree City USA .....................................................................................63 Arbor Month Events.....................................................................63 Forestry at the Farmers’ Market ............................................65 Urban & Community Forestry Workshops .........................65 Tree Care and Maintenance Website ......................................66 CONCLUSION ...........................................................67 APPENDIX ....................................................................1 i-Tree Benefits......................................................................................1 Tree Code Amendments .................................................................3 Street Tree Equity .............................................................................8 Urban Tree Canopy Model Methodology ............................11 Carbon Sequestration Tool Methodology .......................16 State of the Urban Forest Report | December 20221 The urban forest, made up of all trees within Lake Oswego, is a defining characteristic of the city. The trees that line streets, neighborhoods, parks, and natural areas, and shade streams contribute to the environmental, economic, and social sustainability of Lake Oswego. Trees are part of the City’s infrastructure, along with roads, utilities, parks, and cultural services, and the City recognizes the urban forest as a critical asset that must be managed to realize the benefits that it provides. Purpose of this Report This report provides data that will help inform updates to the City’s Urban and Community Forestry Plan, consistent with the 2022 City Council initiative by the same name. This report is also a work plan item in the City’s Sustainability and Climate Action Plan. This qualitative and quantitative analysis may be used to help planners and managers prioritize projects and funding to maintain and enhance the community’s urban forest resource and inform discussions about the City’s tree code and policies. The report also sets the framework for future updates to the report on a 5-year cycle. The 5-year cycle correlates with regional plans to fly high-resolution aerial imagery and Lidar, which are tools that form the basis for the urban tree canopy (UTC) assessment. The UTC assessment is a critical component to the report that provides detailed canopy cover and change analysis statistics city- wide, within road right-of-way, and across various land classifications. The analysis provides information that will help the City manage the urban forest, conserve natural resources, and plan for climate resilience. The urban forest, as defined in the vision statement of the City’s Urban and Community Forest Plan in 2007, “is a thriving and sustainable mix of tree species and age classes that contribute to a healthy ecosystem. The forest is valued and cared for by the community as an essential environmental, economic, and cultural asset.” Executive Summary MAJOR KEY FINDINGS »Citywide tree canopy increased from 48.6 percent to 53.4 percent from 2014–2019. »Lake Oswego has the highest tree canopy cover in the Portland region among cities of comparable size. »Canopy cover is well distributed with all neighborhoods achieving over 40 percent canopy cover and all having increased canopy during the study period. »The ecosystem services of Lake Oswego’s urban forest are immense, including nearly 270 thousand pounds of air pollutants removed annually, 155 million gallons of avoided annual stormwater runoff, and storage of 201,732 megagrams of carbon. »Lake Oswego must manage multiple ongoing threats to the urban forest, including climate change, extreme weather, wildfire, insects and disease, urban development, and invasive species. »Lake Oswego has a diverse mix of trees of varying sizes with an abundant stock of smaller trees, only some of which will eventually replace larger trees. »Replanting large stature tree species, where appropriate, will help replace larger trees as they decline or are otherwise removed. The loss of larger trees negatively impacts carbon storage as well as other important community benefits. »Urban forestry policies will need to be balanced with other community goals, including housing, energy conservation, and renewable energy. 2 State of the Urban Forest Report | December 2022 Executive Summary This report builds on previous efforts, including the 2007 Urban and Community Forestry Plan and the 2009 State of the Urban Forest Report. A brief synopsis of each of these efforts is included below. 2007 Urban and Community Forestry Plan The 2007 Urban and Community Forestry Plan (2007 Plan) established goals and recommended actions related to urban forest management, with an overall goal to “create a comprehensive, sustainable, and integrated approach to tree management on both public and private property.” The plan prioritized stewardship collaboration between the City, community groups, and residents. Another goal of the 2007 Plan was to support public outreach and education about urban forest health and management. A comprehensive list of specific goals was developed in the 2007 Report that were organized in six categories of emphasis with the following intentions: • Stewardship and Education goals to promote public engagement in forest stewardship through education and outreach. • Forest Health goals to ensure that the forest remains healthy and diverse with respect to size, age, and species. • Forest Size goals to increase canopy cover by planting trees that are likely to succeed (right tree in the right place). • Tree Maintenance goals to establish maintenance and assessment standards needed for publicly owned or cared-for trees. • Invasive Species Management goals to focus on eradicating plants that kill trees. • Integration goals to ensure that community forest principles are implemented across all City departments. Significant progress has been made toward many of the goals identified in the 2007 Plan. Some of the specific actions taken by the City and community groups are highlighted throughout this report. State of the Urban Forest Report 2009 The State of the Urban Forest Report 2009 (2009 Report) provided analysis on forest benefits, canopy cover, and forest structure. The report summarizes baseline data about the urban forest which has been the basis of plans, goals, and actions by the City and community groups since 2009. The canopy cover chapter of the 2009 Report produced a forest canopy estimate of 44.4 percent based on a GIS analysis of 2007 aerial imagery. In addition to the city-wide statistics of canopy cover, the report detailed breakouts by road right-of-way, public lands, single-family residential zoning, neighborhoods, and stream corridors. The 2009 Report also provided details on the economic benefits of the urban forest based on the US Forest Service’s i-Tree tool. The 2022 Report provides updates to each of these analyses based on the latest available data. Acknowledgement of Previous Efforts 3 State of the Urban Forest Report | December 2022 Executive Summary The 2009 Report also made some urban forest management recommendations on removing invasive species like English ivy, using best practices for maintaining existing trees, encouraging tree diversity, and planting the right tree in the right place. Below are some of the key findings that were highlighted in the 2009 Report: • The urban tree canopy provides economic benefits worth more than 10 times the money spent on trees throughout the city. • Planting the right tree in the right place is key to maintaining species diversity, minimizing maintenance costs, and ensuring tree health, especially within the right-of-way. • Canopy cover near streams is high, but decreases at larger distances from the stream. The City has since implemented the current Sensitive Lands protections that extend beyond the 100-foot buffers that were used in the 2009 analysis. • English ivy is a major threat to the health of the urban forest in Lake Oswego. Comprehensive management and regulations to eradicate ivy should be a priority for the City and Community Groups. • Continued tracking of urban forest changes over time is necessary to better understand the benefits provided by the urban forest and the effects of forest management practices. Southwood youth stewardship ivy removal event State of the Urban Forest Report | December 20224 Trees provide a wide range of environmental, social, and economic benefits for the community. Environmental The urban forest is a defining feature of the city. It provides many ecosystem services that we all rely on and that influence how we interact with the environment. Individual trees and the collective urban forest provide visible benefits such as shade and landscape beautification, but they also provide other less visible benefits that promote clean air and water, and healthy ecosystems. By sequestering carbon and reducing the urban heat island effect, the urban forest also helps to mitigate the impacts of climate change. Consideration of these environmental benefits is integral to managing this resource. Air Quality The impact of pollutants and ozone- forming chemicals on air quality is temperature dependent. Shading from trees and transpiration of water from leaf surfaces can lower local air temperatures, prevent heat storage and radiation absorption, lower wind speeds, and improve local air quality. Pollutants that trees can remove include particulate matter, ozone, sulfur dioxide, nitrogen dioxide, and carbon monoxide. Trees can also have indirect air quality benefits through the shading of buildings in summer and decreasing wind speeds in the winter, which decrease heating and cooling demands. This results in lower energy usage and decreased power plant emissions.1 However, trees can also have negative effects on air quality through the emission of volatile organic compounds (VOCs) which contribute to the formation of ozone and carbon monoxide. Different species vary in the level of VOC emissions, so species composition can have a cumulative effect on VOC emissions in urban areas. Maintenance activities including pruning, tree removal, and leaf cleanup can negatively affect air quality and must be factored into the overall benefits trees provide. Also, the placement of trees can negatively impact energy usage through 1 Nowak, David J. 2000. The Effects of Urban Trees on Air Quality. USDA Forest Service, Syracuse, NY. https://www. nrs.fs.fed.us/units/urban/local-resources/downloads/ Tree_Air_Qual.pdf excessive shading in the winter or blocking summer breezes or solar energy.1 Since trees can have both positive and negative effects on local air quality, the urban forest should be managed thoughtfully to maximize benefits and minimize costs. 2 The Roll of Urban Trees in Stormwater Management. (2017). Center for Watershed Protection, (66), 2. Retrieved from https://cwp.org/wp-content/uploads/2017/01/ cwp_rr_jan17.7.pdf Water Quality Trees reduce stormwater runoff through rainfall interception by the tree canopy, by releasing clean water into the atmosphere through evapotranspiration, and by promoting infiltration of water through the soil and storage of water in the soil and forest litter (includes leaves and other organic matter).2 In the absence of tree canopy, rain falling on urban surfaces such as roads, parking lots, buildings, and driveways picks up various pollutants as it runs off the landscape. The tree canopy temporarily detains some of the rainfall and gradually releases it, regulating the flow of stormwater runoff downstream and thereby preventing some of the pollutants in rainfall and on urban 1 // Urban Forest Benefits 5 State of the Urban Forest Report | December 2022 1 // Urban Forest Benefits surfaces from being transported to local waterways. Solar radiation is also a significant pollutant that trees help to reduce. The Willamette River and Tryon Creek are impaired waterbodies with regards to temperature. Nettle Creek, the city’s primary tributary to Tryon Creek, exceeds the current maximum temperature standards. These standards were designed to protect threatened and endangered fish species during critical periods when they use rivers for spawning, rearing, migration, or other life stages. Trees reduce solar radiation in two ways. First, tree canopy over impervious surfaces reduces pavement temperature. During a rainfall event, thermal energy is transferred from impervious surfaces to stormwater runoff, causing the runoff to become warmer. This high temperature runoff can be harmful to coldwater habitat in receiving waters. Second, canopy cover over streams increases shade and reduces direct heat gain by streams from solar radiation. Habitat Urban forests and trees support a wide diversity of habitats across parks and natural areas, wildlife corridors, and even in neighborhoods and urban centers. The diversity of trees and their varied sizes and arrangement in the landscape supplies a unique variety of habitats and resources that are used by various mammals, birds, insects, amphibians, and fish. Diverse forested habitats found within the city include oak and conifer woodlands and forests, riparian habitats, and the mixed urban forest. Animals use trees within these habitats as food resources, shelter, nesting, and for places from which to hunt. Key wildlife, including strategy species designated by Oregon Department of Fish and Wildlife, and over 100 species of migratory birds, are known to occur in forested habitats across the city. Habitat fragmentation can block wildlife from accessing and utilizing the full array of resources available on the landscape. Urban forests in the City of Lake Oswego serve to connect the larger habitat areas of the Willamette River shoreline, Tryon Creek State Park, and surrounding underdeveloped lands to one another. A pair of nesting Western screech-owls in the Palisades Neighborhood, photo by Linda Hoagland and Harvey Tucker 6 State of the Urban Forest Report | December 2022 1 // Urban Forest Benefits Social Trees provide a range of social benefits that can increase public health, safety, and sense of community.3 3 Turner-Skoff JB, Cavender N. The benefits of trees for livable and sustainable communities. Plants, People, Planet. 2019; 1: 323–335. https://doi.org/10.1002/ppp3.39 Health By reducing air pollution, trees can also help to reduce lung disease, glaucoma, heart attacks, and blood pressure, as well as improve cognitive development in children. Reduced temperature in urban areas from tree shading also helps mitigate the risk of heat-related illnesses by reducing the urban heat island effect. The presence of trees is strongly linked to mental and emotional health benefits including reduced negative thoughts, reduced rates of depression, and increased life satisfaction. Views of trees have been shown to improve the recovery time of hospital patients as well.3 4 Naderi, Jody & Kweon, Byoung-Suk & Maghelal, Praveen. (2008). The street tree effect and driver safety. ITE Journal on the Web. 78. 69-73. Safety Trees are linked with reduced violence and aggression in households, reduced criminal activity in neighborhoods, and increased perception of safety and security.3 Tree-lined streets are also perceived as safer in both urban and suburban communities, and driving speeds are shown to be significantly reduced on suburban tree-lined streets.4 Sense of Community 5 Elmendorf, William. (2008). The Importance of Trees and Nature in Community: A Review of the Relative Literature. Arboriculture and Urban Forestry. 34. 10.48044/jauf.2008.020. 6 Sullivan, William. (2007). Landscapes of 20th Century Chicago Public Housing. Trees can increase a sense of community in urban and suburban neighborhoods. Scientific literature provides evidence that neighborhood trees are a critical component of personal and community pride. Environmental projects, including community tree plantings, increase social interactions, build community capacity, and support the development of community itself.5 Green spaces with trees and landscaping increase informal community surveillance, neighbor interactions, and stronger social ties, which ultimately lead to decreases in crime.6 Heritage Tree Bike Ride, 2014 7 State of the Urban Forest Report | December 2022 1 // Urban Forest Benefits Economic Trees also provide a range of tangible economic benefits including increased property values, increased business activity, and reduced public infrastructure costs. Property Values A study published in 2010 found that one street tree in Portland can increase the sales price of a home by $8,870 on average and can reduce time on market by 1.7 days.7 2011 study also found that a single tree on a lot can increase a house’s monthly rental income by $5.62, and a single street tree can increase monthly rental income by $21 on average.8 However, tree canopy contribution to property value does not increase exponentially. A 2010 study in Minnesota found that the sale price of homes increased until canopy cover reached 40 to 60 percent. Additional canopy cover beyond 60 percent resulted in lower sales prices.9 7 Donovan, Geoffrey & Butry, David. (2010). Trees in the city: Valuing street trees in Portland, Oregon. Landscape and Urban Planning. 94. 77-83. 10.1016/j. landurbplan.2009.07.019. 8 Donovan, Geoffrey H.; Butry, David T. 2011. The effect of urban trees on the rental price of single-family homes in Portland, Oregon. Urban Forestry & Urban Greening. 10: 163-168. 9 Sander, Heather & Polasky, Stephen & Haight, Robert. (2010). The value of urban tree cover: A hedonic property price model in Ramsey and Dakota Counties, Minnesota, USA. Ecological Economics. 69. 1646-1656. 10.1016/j.ecolecon.2010.03.011. Business Activity It is well established through published research that quality urban forest canopy in business districts and commercial areas results in positive shopping perceptions and behavior. On average, consumers are willing to pay 12 percent more in large cities and 9 percent more in small cities for similar products when quality tree canopy is present.10 A study of strip malls in Seattle, Washington; Tacoma, Washington; and Portland, Oregon, found that the presence of roadside trees and landscaping contributed to positive shopping behavior, including a willingness to pay 8.8 percent more for goods and services.11 10 Wolf, K.L. 2014. City Trees and Consumer Response in Retail Business Districts (pp. 152-172). In: F. Musso, & E. Druica (eds.) Handbook of Research on Retailer- Consumer Relationship Development. Hershey, PA: IGI Global. 11 Wolf, K.L. 2009. Strip Malls, City Trees, and Community Values. Arboriculture & Urban Forestry. 35 (1): 33-40. 12 McPherson, E.G.; Maco, S.E.; Simpson, J.R.; Peper, P.J.; Xiao, Q.; VanDerZanden, A.; Bell, N. 2002. Western Washington and Oregon Community Tree Guide: Benefits, Costs and Strategic Planting. International Society of Arboriculture, Pacific Northwest Chapter. 58 p. Ecosystem Service Benefits Ecosystem service values provided by trees can be calculated using pricing derived from factors such as energy costs, emission control costs, and stormwater management costs.12 There are a variety of methodologies for calculating benefits, including the i-Tree suite of tools discussed in the next section. 8 State of the Urban Forest Report | December 2022 1 // Urban Forest Benefits i-Tree – Tree Benefits The USDA Forest Service provides the peer-reviewed tool i-Tree for estimated tree benefits based on best available science. The i-Tree Canopy tool was used to estimate tree benefits in Lake Oswego based on the city-wide acreage of UTC from the 2014 and 2019 models that are described in the Urban Tree Canopy Assessment chapter of this report. i-Tree quantifies many of the environmental benefits previously described and applies monetary values to them. The monetary values are based on extensive peer reviewed research on costs associated with items such as healthcare expenses, productivity losses, and mortality (for air pollutants), stormwater control and treatment costs (for hydrological costs), and the social costs of carbon as determined by the US EPA.13 The results of this analysis (Figure 1.1) were confirmed with i-Tree staff, which helped calibrate the tool to match typical urban canopy conditions within urban Clackamas County. Complete results from the i-Tree tool for 2014 and 2019 are included in the appendix. 13 Nowak, David J. 2021. Understanding i-Tree: 2021 summary of programs and methods. General Technical Report NRS- 200-2021. Madison, WI: U.S. Department of Agriculture, Forest Service, Northern Research Station. 100 p. [plus 14 appendixes]. https://doi.org/10.2737/NRS-GTR-200-2021 Figure 1.1 2019 annual environmental tree benefits based on urban tree canopy assessment. 2019 Urban Tree Canopy: 4,265 acres Carbon Carbon Stored in Trees 201,732 $34,405,392.60 CARBON STORAGE 1 MONETARY VALUE STORED (MGC) Carbon price: $170.55/MgC AVRO Avoided Runoff E Evaporation I Interception T Transpiration PE Potential Evaporation PET Potential Evapotranspiration 155 million 770 million 774 million 329 million 2.1 billion 1.8 billion HYDROLOGICAL $1,380,125 saved by trees in avoided runoff REMOVAL RATE (GAL/YR) CO Carbon Monoxide NO2 Nitrogen Dioxide O3 Ozone PM10 Particulate Matter (2.5–10 microns) PM2.5 Particulate Matter (<2.5 microns) SO2 Sulfur Dioxide 4,517 31,906 165,102 34,743 22,826 10,709 $3,011 $5,463 $277,869 $108,891 $2,197,416 $536 AIR QUALITY MONETARY VALUE ($/T/YR) REMOVAL RATE (LBS/YR) $2,593,186 total value of air quality benefits 1 The values for carbon storage were calculated using the baseline methods described in chapter 5 on carbon sequestration. The tool uses i-Tree calculations for carbon storage, but has been calibrated based on the typical tree species mix and tree canopy height categories found in Lake Oswego. (not an annual rate) 9 State of the Urban Forest Report | December 2022 1 // Urban Forest Benefits It is important to also consider costs associated with managing trees, which include planting, watering, pruning, removal, infrastructure damage, liability, management, and energy usage from maintenance activities.14 However, research comparing tree costs with tree benefits consistently shows that trees provide net benefits over costs. For example, a 2002 study in the Pacific Northwest found that the annual net benefits provided by street or park trees ranged from $1 for small stature trees to $48 for large stature trees. These annual net benefits were even greater for well-placed residential yard trees that screened a west-facing building wall, ranging from $8 to $53.11.14 This underscores the importance of appropriate planting design and management considerations for items including shading, infrastructure protection (e.g., sidewalks and paved surfaces), stormwater management, and selecting large stature trees when planting space is available. 14 McPherson, E.G.; Maco, S.E.; Simpson, J.R.; Peper, P.J.; Xiao, Q.; VanDerZanden, A.; Bell, N. 2002. Western Washington and Oregon Community Tree Guide: Benefits, Costs and Strategic Planting. International Society of Arboriculture, Pacific Northwest Chapter. 58 p. KEY FINDINGS »Trees provide a wide range of environmental, social, and economic benefits that have been thoroughly documented through peer-reviewed scientific research. »Many of these benefits are quantifiable and are based on items such as healthcare expenses, stormwater control and treatment costs, and the social costs of carbon. For example, Lake Oswego’s urban forest provides 154,860,785 gallons of avoided runoff annually. This is equivalent to the water held by over 230 Olympic-sized swimming pools. »Trees also tend to increase property values, rental income, and business activity. However, too much tree canopy may result in a decline in value. »Research has shown trees provide a range of social benefits including improved health outcomes, safer neighborhoods, reduced vehicle speeds, and stronger bonds between neighbors. Cherry trees at Millennium Plaza State of the Urban Forest Report | December 202210 There are a variety of threats to the short- and long-term health and sustainability of Lake Oswego’s Urban Forest. According to a USDA Forest Service study of forests completed in July of 2022 for the continental US, the primary threats for urban Clackamas County (Figure 2.1) are insects and disease, air temperature and aridity increases, and decreases in urban tree cover due to development.1 In addition to these threats, invasive plants are a major threat to trees in Lake Oswego. Insects and Diseases There are a variety of native and non-native pests and diseases that affect trees in the Lake Oswego area. They are a natural part of the ecosystem and contribute to ongoing forest succession, regeneration, and renewal. However, at times, exotic pests can gain a foothold where they lack natural predators to keep their numbers in check, which can result in devastating impacts to trees. Insects 1 David J Nowak, Eric J Greenfield, Alexis Ellis, Assessing Urban Forest Threats across the Conterminous United States, Journal of Forestry, 2022;, fvac019, https://doi. org/10.1093/jofore/fvac019 and diseases have been identified as the most significant threat to urban Clackamas County by the USDA Forest Service. The most recent example of this threat type is emerald ash borer (Agrilus planipennis) which was discovered for the first time in Oregon in June 2022. Emerald ash borer has been found to be fatal to all ash species in other parts of North America, so its arrival in Oregon is of significant concern. Ash species are found throughout Lake Oswego, including native trees in riparian and wetland areas along with non-native street trees and trees within ornamental landscapes.2 2 Oregon Department of Forestry. (2022). Forest Facts: Emerald Ash Borer (EAB) Agrilus planipennis Fairmaire [Fact sheet]. https://www.portland.gov/sites/default/ files/2022/fact-sheet-emerald-ash-borer_0.pdf 2 // Urban Forest Threats Figure 2.1 Projected urban forest threats (2010-2060) in urban Clackamas County 11 State of the Urban Forest Report | December 2022 2 // Urban Forest Threats Air Temperature and Aridity Increased air temperature and aridity, as a result of climate change, have been identified as the second biggest threat to trees in urban Clackamas County. Oregon has been in drought since 2012. Trees that are stressed due to increased temperatures and drought are more susceptible to secondary pests and diseases, often leading to overall decline and mortality. Examples of trees suspected as particularly vulnerable to increased temperatures and aridity in the Lake Oswego area include bigleaf maple and western redcedar.3 4 In response to a changing climate, many communities are evaluating tree species that may be better adapted to future growing conditions.5 3 Oregon Department of Forestry. (2019). Why is my tree dying? Western redcedar (Thuja plicata) [Fact sheet]. https://www.oregon.gov/odf/Documents/forestbenefits/ TreeDeclinesRedcedar.pdf 4 Oregon Department of Forestry. (2019). Why is my tree dying? Bigleaf maple (Acer macrophyllum) [Fact sheet]. https://www.oregon.gov/odf/Documents/forestbenefits/ tree-declines-bigleaf-maple.pdf 5 City of Seattle. 2022. Urban Forest Management Plan. Seattle, WA, City of Seattle Urban Forestry Core Team. 41p. Development Development is another major threat to tree canopy and is projected to cause a 10 percent decline in tree cover in urban Clackamas County by the year 2060. Losses in tree cover are a result of urban expansion into the rural and unincorporated fringes of urban areas, along with infill and increasingly dense urban development within city limits. Ice Storms Ice storms are projected to be an increased threat in the future.6 The February 2021 ice storm illustrates the devastating impacts ice can have on existing tree canopy. Tree damage, including whole tree and branch failures, caused significant property damage, service disruptions, blocked roadways, and caused park closures in Lake Oswego. Although ice storms are relatively infrequent weather events, their impacts to tree canopy can be severe and long lasting.7 The City of Lake Oswego may be able to monitor any long- term impacts from the 2021 ice storm using Lidar data in 2024-2025. 6 Campbell, John L.; Rustad, Lindsey E.; Driscoll, Charles T.; Halm, Ian; Fahey, Timothy J.; Fakhraei, Habibollah; Groffman, Peter M.; Hawley, Gary J.; Leuenberger, Wendy; Schaberg, Paul G. 2020. Simulating Impacts of Ice Storms on Forest Ecosystems. Journal of Visualized Experiments. 160: e61492. 15p. https://doi.org/10.3791/61492 7 City of Salem. 2022. Salem Tree Report. City of Salem, OR, Public Works Department. 68p Clearing downed trees after the 2021 ice storm 12 State of the Urban Forest Report | December 2022 2 // Urban Forest Threats Wildfire Wildfire is also projected to be an increased future threat for Lake Oswego’s urban forest. Lake Oswego has been identified by the Oregon Department of Forestry as a Community at Risk (CAR) due in part to fuel loads in the forested areas surrounding and within Lake Oswego.8 Historically, fire was a natural component of Oregon’s forest ecosystems with more frequent, lower intensity fires in the forest understory. With fire suppression, fuels build up in the understory and can result in catastrophic fires that can burn and kill entire trees and forests. Increased aridity is also contributing to increased wildfire risk. The Lake Oswego Fire Department offers recommendations to reduce fuel loads and create defensible space around structures.9 8 The Oregon Department of Forestry and State Fire Marshall’s Office are currently preparing updated wildfire risk maps and risk prevention strategies under SB 762 (2021). 9 Clackamas County. 2018. Clackamas County Community Wildfire Protection Plan. Clackamas County, OR, Wildfire Planning Executive Committee. 128p Mountain Park Fuel Reduction and Land Resilience Project In 2022, Oswego Lake Watershed Council (OLWC), Mountain Park Homeowners Association (MPHOA), and Oregon Department of Forestry (ODF) began working to reduce the risk of catastrophic wildfire and improve healthy forest successional processes on 120 acres of private urban forest in Lake Oswego. Other partners include Clackamas Soil and Water Conservation District, Lake Oswego Fire Department, and the City of Lake Oswego. Mountain Park is a local example of the Wildland Urban Interface, where the intersection between greenspaces and residential property presents the potential for ignition and spread of wildfire. Over $300,000 will be invested over the course of the project to reduce hazardous fuel loads, address deferred maintenance issues, and improve forest health. In a novel urban forest environment, woody invasive species such as holly, laurel, English hawthorn, and sweet cherry can form a dense non-native understory. By removing weedy trees, shrubs, and invasive vines such as ivy and clematis, the project reduces the risk of catastrophic wildfire while also creating space for native species to thrive. Because the vegetation management is selective and intentional, the project will reduce fuel loads and ladder fuels while improving the health of our urban forest, habitat for wildlife, and ecosystem functions. With support from community volunteers and natural resource professionals, native tree and shrub species will be planted and managed to realize the vision of a healthy urban forest that supports biodiversity, soil health, watershed health, and carbon sequestration. Visit the OLWC and MPHOA websites to learn more about the Mountain Park Fuel Reduction and Land Resilience Project and how you can get involved. ODF crew removing invasive trees from a Mt. Park HOA natural area 13 State of the Urban Forest Report | December 2022 2 // Urban Forest Threats Invasive Plants Invasive plants include non-native trees, shrubs, and vines with the capacity to self-propagate and out-compete native and other desirable plant species. English ivy (Hedera helix), was identified in both the 2007 Plan and 2009 Report as a major threat to the City’s urban forest health. The 2007 report established goals specific to eradicating English ivy. Since that time, outreach, education, and volunteer efforts have taken place through Arbor Month events , Neighborhood Friends Groups, Oswego Lake Watershed Council, and public information including brochures on the City’s website. Other examples of invasive plants in the Lake Oswego area include Himalayan blackberry (Rubus armeniacus) and the 12 species of trees on the City’s invasive tree list. Invasive plants are a threat to Lake Oswego’s urban forest in two main ways: 1) directly by growing and smothering the branches, leaves, and canopies of desirable trees such as when English ivy grows unmanaged on trees or in forests; or 2) indirectly after invasive plants gain a foothold in an area and prevent the propagation and regeneration of diverse natural forested ecosystems and replace them with one or just a few species of invasive plants. Oswego Lake Watershed Council ivy removal Ivy growing up tree trunks State of the Urban Forest Report | December 202214 This chapter summarizes the efforts that the City is taking to promote tree stewardship and conservation, and the regulatory programs related to urban forest management and the tracking of tree removal and mitigation activities. Tree Stewardship and Conservation Efforts City Tree Activities in Parks and Public Right-of-Way (2017–2021) The City is committed to planting trees in its parks and public right-of-way to mitigate some of the urban forest threats and help maintain a healthy urban forest. Lake Oswego Parks Department has nine recognized Friends Groups that lead habitat restoration work parties throughout the year in coordination with Parks staff. The Friends Groups are dedicated volunteers that support the City’s restoration efforts in designated park natural areas by removing invasive species and planting native species. From 2018 to 2022, more than 4,650 volunteers provided over 14,250 hours of habitat restoration and service in Lake Oswego’s park natural areas. The number of trees planted by the City far exceeds the number of park and street trees removed since the City started tracking this data in 2017 (Figure 3.1). The appendix includes details on the permit type for tree removals and additional information on forest management activities. KEY FINDINGS »The ratio of planted trees to removed trees by the City from 2017 to 2021 was about 18 to 1. 27,356 trees were planted and 1,535 trees were removed during that period. »From 2017 to 2021, an average of 330 acres of park natural area were in active restoration each year, with 327,661 native plants planted during that time. 3 // City Tree Stewardship and Regulatory Efforts Figure 3.1 City tree planting and removal activity in public parks and rights-of-way, 2017-2021 15 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts Stewardship of Natural Areas Healthy ecosystems support the health, wellness, and safety of Lake Oswego residents. The City has recognized this and has a long history of planning for projects that enhance parks and natural areas. In 2011, the City Council directed Lake Oswego Parks & Recreation (LOPR) to prioritize English ivy removal from natural area parks. LOPR was asked to redirect $70,000 of general funding to support ivy removal annually, which became the Invasive Removal Program. This funding was used to hire restoration contractors to treat and remove ivy and other prioritized invasive species. Through the LOPR 2025 Master Plan, the City’s natural areas were evaluated and ranked on the basis of condition and resource values. The Master Plan established the initial framework to guide City staff, contractors, and volunteer restoration priorities. In 2014 the City developed an updated Sensitive Lands Ordinance in coordination with Metro. Sensitive Lands regulated by the City include wetlands, streams, riparian areas, and upland forest stands. Updates to the Sensitive Lands Ordinance reduced regulations on private landowners with upland tree groves, and increased riparian area protections, with the promise that the City would also increase restoration efforts and protections on City-owned land. The City Council directed $250,000 in annual funding to support and expand ongoing restoration efforts. This funding created the Habitat Enhancement Program (HEP). The HEP continued invasive removal efforts, added native species planting projects, and provided for ongoing maintenance. Currently, HEP funds are used in the following ways: • City natural areas restoration • Grant funding for local watershed councils to support restoration work on private land, often adjoining public land • Use as matching funds for restoration grant applications (leveraged to gain grant funding) • Purchase of plants for volunteer work parties. To date, Invasive Removal Program and HEP funds have been used to enhance 31 public natural areas, including more than 370 of the 460 acres of natural area parks managed by the City. Funding has also supported all three local watershed councils with annual support for various watershed restoration projects on private lands. It should be noted that natural areas management efforts are iterative and often require several site visits over 2015 Dedication of Heritage Tree Number 34 16 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts several years to control noxious weeds and establish native plant communities. LOPR has also been instrumental in developing master plans and restoration/ maintenance plans for several of the natural area park properties (e.g., Iron Mountain Park Master Plan [2017]; George Rogers Park Master Plan [2002]; Cooks Butte Park Management Plan [2008]; and Woodmont Natural Park Master Plan [2017]). In 2021, Lake Oswego voters passed Citizen’s Initiative 3-568 to amend the City Charter to include additional protections of natural areas within the City. This initiative was a grassroots effort to protect natural areas. Backyard Habitat Program The City contracts with the Backyard Habitat Certification Program (BHCP), a partnership between Portland Audubon and Columbia Land Trust. The program currently works on sites smaller than one acre throughout much of urban and suburban Clackamas, Clark, Multnomah, and Washington counties. Technical assistance and incentives are provided to participating Lake Oswego residents and organizations such as schools and HOAs who wish to restore native wildlife habitat in their backyards. The BHCP focuses on the removal of aggressive weeds, naturescaping with native plants, stormwater management, and wildlife stewardship. The latest Lake Oswego BHCP report, published June 2022, showed there are over 9,400 enrolled properties, spanning nearly 2,100 acres region wide, including 200 acres in Lake Oswego. These properties are mostly single-family residential lots, but also include several multi-family dwellings and public demonstration sites at schools and places of worship. Heritage Tree Program The City’s Heritage Tree Program was established in November 1997 to recognize trees considered important to the community because of unique characteristics or values. The 2007 Report included the celebration of heritage trees as a goal for stewardship and education. Since that time additional emphasis has been placed on the Heritage Tree Program, especially during Arbor Month when dedication celebrations are held for newly designated trees. Anyone can nominate a tree or group of trees for designation as long as the nomination form is signed by the property owner. Lake Oswego Code Chapter 55 states that the Parks, Recreation and Natural Resources Advisory Board is responsible for reviewing all Heritage Tree nominations at a public meeting and shall vote to designate trees complying with designation requirements. Nominations are reviewed by the board annually in February or March and new Heritage Trees are announced during April, Arbor Month. There are two main designation criteria: 1. The tree or tree grove is of landmark importance due to age, size, species, horticultural quality or historic importance; and, 2. The tree is not irreparably damaged, diseased, hazardous or unsafe, or the applicant is willing to have the tree treated by an arborist and the treatment will alleviate the concern. Here are some statistics as of April 2022: • There are currently 41 designated trees and groups of trees, including 27 located on private properties and 14 located on City-owned parks or the public right-of-way. This includes two Heritage Trees that have been cut down due to catastrophic failures: an American elm on 1st Street between B & C Avenues and a redwood at 785 9th Street. Wood from both trees was salvaged and is being dried for future use. 17 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts • Of the 41 designated trees and groups of trees, 20 distinct species are represented. Douglas-fir, Oregon white oak, and giant sequoia are most common. A zelkova was designated in 2021. The Heritage Tree Story Map was published in 2019. It includes an interactive map and listing of all the Heritage Trees along with photographs, suggested walking tours, a bike route, and more. A goal of the 2007 Plan was to create incentives for homeowners and builders to protect trees. To support the long-term preservation of designated Heritage Trees, the City began offering grants from the Tree Fund in 2022 to assist property owners with costs of Heritage Tree care and maintenance services performed by qualified tree care specialists. Heritage Tree Preservation Grant funding may be used to diagnose, treat, manage and care for designated Heritage Trees. Seven grants have been awarded since the program began, totaling $14,367. Regulatory Efforts Tree Code The purpose of the Tree Code is to regulate the removal of trees, encourage and assist property owners in managing large forested properties, and prescribe preventative protection measures to avoid damage to trees during site development in order to preserve the wooded character of the City of Lake Oswego and to protect trees as a natural resource of the City. Maintenance of the Tree Code is an ongoing process, and the code has been amended numerous times since its adoption in 1971 to refine and expand the regulations and processes as directed by the City Council in response to community concerns and values. Since the first State of the Urban Forest Report was published in 2009, some significant amendments to the Tree Code have been made. Most notably, in 2015 the City Council held an Urban Forestry Summit with the public as well as focus group discussions with arboricultural and development professionals in order to convene a community dialog on the Tree Code and how it might be improved. That effort resulted in the appointment of an Ad Hoc Tree Committee charged with reviewing the Tree Code and making recommendations to the City Council. In 2016, the Council adopted most of the code amendments recommended by the Ad Hoc Committee, which were aimed at reducing the regulatory burden of the Tree Code on residential property owners, clarifying criteria, and streamlining processes. Beyond code amendments, staff also implemented recommendations from the committee to improve public access to pending Type II tree removal applications and to provide resources on tree care and maintenance, planting, and protection. Other amendments to the Tree Code that have been made since 2009 include the addition of a Forest Management permit type, which provides property owners of large forested tracts a more flexible process to manage their property in accordance with urban forestry principles, but still maintain the wooded character of the city, and to strengthen and clarify tree protection regulations. The appendix lists and summarizes the major amendments that have been made to the Tree Code since the first State of the Urban Forest Report was published in 2009. Sensitive Lands Regulations The City has taken steps to protect the urban forest through implementation of sensitive lands overlay districts (LOC 50.05.010) which delineate Resource Protection (streams, wetlands, riparian forest) and Resource Conservation (upland forests) districts to protect and conserve wildlife habitat and water quality. These 18 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts districts limit the development and removal of canopy within them to ensure these ecosystems function and provide ecosystems services. In addition, Habitat Benefit Area districts were created to promote habitat-friendly development through voluntary development incentives. The City ensures that development standards within these districts: 1. Protect and conserve wildlife habitat; 2. Protect and improve water quality; 3. Control and prevent water pollution for the protection of public health and safety; 4. Comply with federal laws including the Clean Water Act and the Endangered Species Act; 5. Comply with State Land Use Goal 5; and 6. Comply with Metro’s Urban Growth Management Functional Plan. The Sensitive Lands and Effective Stream Shade sections of Chapter 4 (Urban Tree Canopy Assessment) provide details on the canopy cover within the Sensitive Lands and the importance of preserving and enhancing canopy to provide stream shade for water quality. Tree Removals The City has been tracking tree removal permit applications since 2014. Since 2017 the City has also been tracking the number of tree removals and mitigation trees planted. Tree Removal Permit Applications by Type (2014–2021) The number of permit applications received, approved, and denied by permit type have been tracked by the City since 2014. It is important to note that the number of permits is not a direct correlation with the number of trees that are removed. Multiple trees can be removed from a single permit depending on permit type. The number of permits is telling of the types and quantity of activity that are occurring throughout the City that are triggering tree removal. The list below details the activities that are associated with each of the permit application types. Type I: Up to two trees up to 15-inch trunk diameter per year on residentially zoned lots occupied by a single-family dwelling. No limits on fruit tree removals. Special restrictions apply, such as for trees in sensitive lands. Type II: Trees that do not qualify for other tree removal permit types being removed for landscaping or development purposes. Hazard Tree: For trees that are high or extreme risk according to an International Society of Arboriculture Qualified Tree Risk Assessor. Trees damaging private services or public facilities may also be considered hazard trees. Snag creation may be required in Sensitive Lands to provide wildlife habitat. Emergency Permits: For emergency situations such as a tree actively failing or interrupting a utility service. Invasive Permit: For the removal of trees on the City’s Invasive Tree List. Verification Permit: For trees previously approved for removal through a land use decision such as a subdivision or partition. Topping Permit: Issued to utility providers to allow pruning of trees to prevent conflicts with overhead utilities. Forest Management Permit: Allows tree removal for the purposes of improving forest health such as preventing overcrowding of trees in a forested area. Applies in a variety of contexts including residential, recreational, and open space properties. 19 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts Figure 3.2 shows the number of permit applications by type since 2014 in addition to the percentage for each permit type. Note that all Type II permit applications are included in the table, regardless of approval status. A complete table showing permit applications by type including approved, denied, and withdrawn permits is available in the appendix. Figure 3.2 Number of tree removal permit applications by type KEY FINDINGS »Type I tree removal applications increased the most significantly, likely based on the increase in the size threshold for Type I trees. Hazard and Emergency permit types increased significantly in 2021 likely due to extreme weather events including the President’s Day ice storm. »From 2014 to 2021, 90 percent of the Type II permit applications were approved or approved after being modified, 1 percent were denied, and 9 percent were withdrawn. »2021 had the highest number of permit applications since tracking began in 2014. However, the following section shows that the number of trees actually removed was lower in 2021 than in 2017 or 2019. 20 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts Number of Trees Removed (2017–2021) The City has been tracking the number of trees removed since 2017 by permit type. Unlike the previous section, these values represent the number of trees, rather than just the number of permits. Figure 3.3 shows the number of trees removed per year including the percentage by application type. For Type II applications, the City also tracks the species of trees permitted for removal. The number of trees removed per year by application permit type is available in the appendix (Table A.5). Table 3.1 displays the top five tree species removed from 2017 to 2021 through Type II permits. The count of trees permitted for removal is not exact, and the actual number of trees permitted for removal is slightly lower than reported. This is because the City’s Type II tree tracking software does not account for partial approval of a tree permit when one or more trees were withdrawn or denied and the remaining trees were approved. For these partial approvals, the original quantity of trees listed in the application is counted as being removed even if some trees in the application were not approved. Partial approvals are not uncommon, and staff estimates that approximately 100 trees were withdrawn or denied from partially approved Type II applications between 2017-2021. This estimate is based on the difference between the number of trees removed and the number Figure 3.3 Number of trees removed by permit application type, 2017-2021 Species Total trees removed from 2017–2021 Percent of total trees removed, 2017–2021 Douglas-fir 655 24% Bigleaf maple 268 10% Pine 153 6% Other maple 139 5% Cedar 89 3% Other (94 other species)1,392 52% TOTAL TREES REMOVED 2,696 Table 3.1 Top five species of trees removed through Type II permits, 2017–2021 21 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts of mitigation trees required during this time period, but also takes into consideration that some trees permitted for removal required increased mitigation that was not accounted for as described in the next section. KEY FINDINGS »From 2017-2021, a total of 15,600 trees were permitted for removal, of which 20 percent were Type I trees smaller than 15-inch diameter, 24 percent were dead, 12 percent were hazardous or emergency, 16 percent were invasive species, 17 percent were Type IIs for landscaping or development, and 10 percent were Forest Management, Verification or Topping permits. »Douglas-fir was the most removed species each year, accounting for 24 percent (655 trees removed) of the total 2,696 Type II permit tree removals from 2017 to 2021. Mitigation Tree Plantings for Type II Tree Removals, 2017-2021 Type II tree removal applications require one or two new trees to be planted as mitigation for each tree permitted for removal and removal of native species trees requires native mitigation. Payment into the City’s Tree Fund in lieu of planting is allowed only when staff determines there is insufficient space on site to replant. From 2017 to 2021 the annual percentage of applicants allowed to pay into the tree fund in lieu of planting was 9.6 percent. For the mitigation trees planted, the City tracks species and whether the trees were native or non-native species. The breakdown of mitigation trees from 2017 to 2021 is shown in Figure 3.4 on the next page. The top species by mitigation type are shown in Table 3.2. Species Total trees planted Percent of total trees planted Dogwood 705 30% Cedar/Cypress 421 18% Maple 238 10% Douglas-fir 193 8% Oak 84 4% Cascara 74 3% Hemlock 60 3% Fruit 58 2% Pine 48 2% Ash 28 1% Magnolia 19 1% Willow 17 1% Alder 14 1% Other 407 17% TOTAL TREES PLANTED 2,373 Table 3.2 Top species of Type II permit mitigation trees planted, 2017-2021. Species are grouped (e.g., all dogwood types grouped together). The mitigation counts are not exact, and the actual number of mitigation trees required is slightly higher than reported. This is because removal of a tree identified as a “significant tree”1 for development purposes requires two mitigation trees, but the City’s Type II tree tracking software does not account for the additional tree. City staff began tracking 2:1 mitigation manually in 2022 to provide more accurate data in the future. 1 Significant Tree means a healthy, noninvasive tree over 15 in. DBH that is considered significant to the neighborhood due to size, species, or distinctive character, or that is the only remaining tree on a property. 22 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts Figure 3.4 Breakdown of mitigation trees planted, 2017-2021 23 State of the Urban Forest Report | December 2022 3 // City Tree Stewardship Efforts KEY FINDINGS »2,373 mitigation trees were planted between 2017-2021, of which 65% were native species trees. »Large stature trees such as Douglas-fir are being replaced by smaller stature trees, primarily disease-resistant varieties of native Pacific dogwood, likely due to lack of available planting space with increased development density and limited species options for small stature native trees. Large stature trees provide greater economic and environmental benefits compared with smaller stature trees when adequate growing space is available. »Only 18 dogwoods (less than 1 percent of total trees removed) were removed from 2017-2021 with Type II permits, but it was the most popular mitigation tree planted. 705 dogwoods were planted during this time, equivalent to 30 percent of all Type II mitigation trees. The City should monitor mitigation tree species mix to ensure adequate species diversity and consider expanding the mitigation tree list to support a diverse urban forest. »Payments were made to the City’s Tree Fund to mitigate the removal of 229 trees that could not be planted on-site from 2017 to 2021 , or about 9.6 percent of total Type II mitigation trees planted in this period. CARBON DIOXIDE UPTAKE $8.28 CARBON DIOXIDE UPTAKE $2.05 1 Carbon Sequestered 97.1 lbs Carbon Sequestered 24.06 lbs Carbon Stored 2,170.74 lbs2 Carbon Stored 4,350.97 lbs2 STORMWATER MITIGATION $4.94 STORMWATER MITIGATION $11.01 Runoff Avoided 552.28 gal Runoff Avoided 1,232.59 gal AIR POLLUTION REMOVAL $2.07 AIR POLLUTION REMOVAL $7.62 Carbon Monoxide 0.36 oz Carbon Monoxide 0.85 oz Nitrogen Monoxide 1.83 oz Nitrogen Monoxide 4.2 oz Sulfur Monoxide 0.21 oz Sulfur Monoxide 0.5 oz 1 As large trees mature, their rate of sequestration slows even though the amount of carbon they store is higher than smaller trees.2 Total amount of carbon stored at full maturity. Figure 3.5 i-Tree annual benefits comparison of a mature Pacific Dogwood versus a mature Douglas-fir. Pacific Dogwood Cornus nutlallii 40 feet tall 24-inch diameter Douglas-fir Pseudotsuga menziesii 200 feet tall 50-inch diameter State of the Urban Forest Report | December 202224 This chapter summarizes the Urban Tree Canopy (UTC) cover assessment, regionally and citywide, and within a series of eight land classifications shown in Figure 4.1. The purpose of this assessment is to provide a snapshot of the existing UTC cover to serve as baseline information to inform planning, management, and policy decisions, and help the City monitor change of the UTC over time. 4 // Urban Tree Canopy Assessment Figure 4.1 Focus areas for UTC assessment, including metro region, citywide, and eight land classifications CITYWIDE METRO REGION WATERSHEDS BUSINESS DISTRICTS NEIGHBORHOOD ASSOCIATIONS ROAD RIGHT-OF-WAY (STREET TREES) OUTDOOR RECREATION AREAS ZONING CENSUS BLOCK GROUPS (STREET TREE EQUITY) SENSITIVE LANDS 25 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Urban Tree Canopy Models The City of Lake Oswego has been developing a UTC model every 5 years since 2009 using Lidar and aerial imagery. A UTC height model is a map layer that represents tree canopy location and height. The City tracks canopy growth using the UTC height model to understand this aspect of urban forest health. The UTC models discussed in this chapter were developed using the latest Lidar flown in the region from 2014 and 2019. The next regional Lidar acquisition is expected in 2024, and an update to this report would likely occur in 2025 or 2026 after the data is processed and a new UTC model is developed. This chapter makes use of UTC models created by the City of Lake Oswego as well as a regional UTC model developed by Metro. Due to differing methodologies, there are some variances in the percent canopy cover reported in the Metro regional model and the Lake Oswego UTC model within the incorporated City Limits of Lake Oswego. Both models used 10 feet as a minimum height threshold to be included in the UTC, and both reported an overall accuracy of about 97 percent based on a random sampling of points. All numbers reported for acreage and percent UTC Figure 4.2 City-wide UTC Model. The 2019 UTC Model is depicted within the City including unincorporated areas within the USB that are included the analysis in this chapter. The map also shows the waterbodies that are excluded for area calculations. cover in this chapter have the large waterbody areas removed so that the assessment is based on coverage over land. The major waterbodies in Lake Oswego are the Willamette River, Tualatin River, and Oswego Lake. The Metro model was only used for comparing canopy to other cities in the region and was not used in any of the other assessments in this chapter. Additional details about the methodology for developing the models in GIS and the differences between the models can be found in the appendix. Figure 4.2 depicts the most recent city-wide 2019 UTC model developed by the City of Lake Oswego and highlights the level of detail captured in the model over the 2019 aerial imagery. 26 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Regional Canopy Analysis The regional canopy analysis uses Metro’s UTC model from 2019 that spans three counties and 24 incorporated cities within the Metro Planning Area. The region-wide model allows for comparison amongst neighboring cities in the Portland-Metro area. It is important to note that the regional model based on Metro’s 2019 UTC analysis reports a different canopy cover than the City model for areas in the City of Lake Oswego. In the following section of this report, the numbers reported in the Lake Oswego UTC model indicate a higher percent canopy cover due to the aforementioned difference in modeling. Figure 4.3 shows the canopy cover percent within the incorporated city boundaries based on the 2019 Metro UTC model. The cities are arranged from left to right based on the highest to lowest percent canopy cover. The map in Figure 4.4 shows the same values as the chart, providing a visual on where the more densely canopied cities are situated across the metro region. Lake Oswego, Durham, Rivergrove, and West Linn are the only four cities with over 40 percent UTC cover based on the Metro model and they are all neighbors. Portland has a canopy cover of 32 percent which includes some very urbanized areas with minimal forested areas along with some large dense canopy areas like Forest Park. KEY FINDINGS »Lake Oswego ranks second amongst cities in the Portland Metro area for percent canopy cover, and it leads cities that are of comparable size. Figure 4.3 Percent UTC cover for incorporated cities in the Metro area. 2019. 27 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.4 Map showing percent UTC cover for cities across the metro region, 2019. 28 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Citywide Canopy Analysis The Citywide Canopy Analysis examines UTC cover in the incorporated city limits of Lake Oswego and the unincorporated areas within the Urban Services Boundary (USB) as depicted Figure 4.6. The model excludes the large waterbodies including Oswego Lake, the Willamette River, and the Tualatin River. Excluding the large waterbodies results in a more accurate measurement of percent canopy cover and potential canopy cover. Designation 2014 UTC Acres 2014 % UTC 2019 UTC Acres 2019 % UTC Total Land Acres Incorporated City Limits 3,368 48.7%3,703 53.5%6,916 Unincorporated USB 508 47.7%561 52.7%1,066 TOTAL (Incorporated + Unincorporated)3,876 48.6%4,264 53.4%7,982 Table 4.1 Acreage and percent UTC cover in incorporated and unincorporated areas of Lake Oswego, 2019. Figure 4.5 Comparison of 2014 and 2019 UTC acreage and percent cover within the combined city limits and USB. KEY FINDINGS »The total acreage of UTC increased from 3,876 acres in 2014 to 4,264 acres in 2019. Based on a total city-wide land area of 7,982 acres, that equates to a percent canopy cover change from 48.6 percent in 2014 to 53.4 percent in 2019, a 4.8 percent increase. »There was a small difference between the percent canopy cover within the incorporated city limits and the unincorporated areas within the USB. 29 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.6 Lake Oswego city limits and urban services boundary (USB). 30 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment UTC Height Classes In addition to UTC cover, the city-wide analysis also evaluated the UTC height groups (Table 4.2 and Figure 4.7) based on guidance provided in the City’s Right Tree in the Right Place publication. The publication identifies short, medium, and tall zones that correlate with planting guidance for mature tree height and distance from power lines. The document further provides a list of tree species organized by approximate mature height and spread, tree shape, recommended planting area needed, and other useful information for choosing the right species. By creating height classifications in the UTC model based on Right Tree in the Right Place, future analysis can quantify potential planting capacity in Lake Oswego and identify potential locations for planting the right type of tree based on space available. For the purposes of the analysis, the Tall Zone identified in the Right Tree in the Right Place report was broken down into three separate tall categories for UTC height analysis to also highlight where the tallest canopy stands are distributed throughout the city. Figure 4.7 Acreage of canopy based on 2014 and 2019 UTC height classes. UTC Height Class 2014 UTC Acres 2019 UTC Acres 2014 to 2019 change in acres 2014 to 2019 percent change Combined Tall Zones (over 50 ft)2,384 2,440 56 2% Very Tall Zone (over 120 ft)213 252 38 18% Tall Zone (80-120 ft)958 996 38 4% Medium-Tall Zone (50-80 ft)1,212 1,192 -20 -2% Medium Zone (25-50 ft)970 1,037 67 7% Short Zone (10-25 ft)523 787 265 51% TOTAL UTC 3,876 4,264 388 10% Table 4.2 Height classes for the UTC analysis 31 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Tree Size Distribution Looking at the distribution of canopy height classes raises the question, “What is the ideal distribution of tree sizes?” While there is no single answer to this question, research studies generally recommend a distribution with most trees in the young (short) size class and the fewest trees in the mature (very tall) size class. The purpose of a distribution skewed towards the young size class is for managing forest succession over time. This allows young trees to replace mature trees as they decline, die, or are removed due to hazard risk potential. Table 4.3 includes an “ideal” size class distribution from a widely cited research study that recommends a five percent distribution in the largest size class and 40 percent distribution in the smallest size class. Lake Oswego’s tree canopy study measured tree height rather than trunk diameter (DBH), which was the metric used for size class distribution in the cited research study. Therefore, the authors converted tree height to DBH in the table as further explained in the footnotes. Size Classes (DBH)1 Canopy Height Class Rough Fit using Author’s Estimate2 Ideal % Distr. 2014 2019 over 35 inches Very Tall Zone (over 120 feet)5%5.5%5.9% 24 inches to 35 inches Tall Zone (80-120 feet)25%24.7%23.3% Up to 24 inches3 Short to Tall Zone: (10-80 feet)70%69.8%70.8% 6 inches to 24 inches Medium to Tall Zone: (25–80 feet)30%56.3%52.3% below 6 inches Short Zone (10-25 feet)40%13.5%18.5% 1 Millward, A.A.; Sabir, S. Structure of a forested urban park: Implications for strategic management. J. Environ. Manag. 2010, 91, 2215–2224. 2 This is a rough fit of the DBH size class distribution discussed in Millward and Sabir converted to the Lidar tree heights measured in this canopy analysis by the project team ISA-certified arborists. DBH to tree height conversions were based on Douglas-fir species, which is estimated by the ISA-certified arborists to be the dominant species in the study area. 3 As an alternative, the short to tall zones are combined since Lidar tree heights below 10 feet were not measured in this canopy analysis and therefore likely did not capture a significant percentage of trees below 6” DBH. Table 4.3 Size class (DBH) and rough fit UTC height class with recommended ideal distribution and actual percent UTC from 2014 and 2019 models. KEY FINDING »In terms of tree height correlated to diameter, the City's size class distribution closely matches recommended ideal size class distributions. However, in order to maintain the ideal distribution over time, it is important to plant a diverse mix of tree species, including species capable of becoming tall and very tall trees where growing space allows. The results of this analysis indicate that Lake Oswego currently has a mix of tree sizes that closely correlates to the ideal size class distribution. However, this analysis assumes that trees in the smaller sizes classes have the capacity to become trees in the larger size classes, which may not be the case if small stature trees such as dogwood species are relied upon as replacement species for large stature trees such as Douglas-fir. 32 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.8 City-wide 2019 UTC height class map. 33 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Evergreen and Deciduous Distribution 1 Santamour, Frank S., Jr. 1990. Trees for Urban Planting: Diversity ,Uniformity , and Common Sense. Proc. 7th Conf. Metropolitan Tree Improvement Alliance (METRIA) 7:5765. In addition to citywide canopy cover and height, this report shows the distribution of canopy by evergreen and deciduous type. This analysis is based on Metro’s 2014 UTC model, which classified leaf-off and leaf-on imagery from 2012 and 2014. Metro has not been completed the analysis for more recent versions of UTC models at the city or regional levels. Figure 4.9 displays the percent canopy by classification and the spatial distribution across the city. Historically, urban forest managers have strived for a diverse urban forest that meets the “10-20-30” rule.1 The goals of the “10-20-30” rule are that no more than 10 percent of the urban forest is represented by any one species, 20 percent by any one genus, and 30 percent by any one family. The goals for having a diverse urban forest include resilience to pests and disease outbreaks, resistance to losses from climate change, as well as aesthetic reasons including visual interest. The evergreen and deciduous distribution provides limited information on species diversity, so a future study with field sampling would be required to evaluate the diversity and species mix of the urban forest. The evergreen and deciduous mix may be useful in drawing inferences as to relative maturity of certain upland forest types and the location of certain forest types such as oak woodlands and forested wetlands. A future study would be needed to more accurately categorize forest types and maturity throughout the city, but it could be useful in ongoing management including appropriate tree mitigation and planting based on forest conditions. Native forest types in the Lake Oswego area typically include: Douglas-fir forest: Dominated by coniferous species at maturity, including Douglas-fir, western redcedar, western hemlock, and grand fir. Earlier successional species including red alder and bigleaf maple dominate in more recently disturbed areas impacted by logging, development, or fires.2 An example of a mature Douglas-fir forest includes the lower portion of Iron Mountain Park. An early successional example is Springbrook Park which is dominated by red alder and bigleaf maple. Mixed coniferous/deciduous riparian forests: Located along streams with periodic flooding. Species adapted to these conditions include western redcedar, red 2 City of Portland. 2016. Portland Plant List. City of Portland, OR, Bureau of Planning and Sustainability. 202p alder, bigleaf maple, black cottonwood, Oregon ash, and willows. Springbrook Creek includes riparian forest types throughout its corridor. Mixed deciduous forests: Located along dry slopes dominated by species such as Oregon white oak and bigleaf maple. The upper bluffs along Iron Mountain Park include mixed deciduous forests with Oregon white oak that thrive along the dry, south-facing slopes. Deciduous forested wetlands and floodplains: Soils are saturated for much of year and support species including Oregon ash, black cottonwood, red alder, and willows in the more frequently flooded areas. Slightly drier areas on higher ground support Oregon white oak, bigleaf maple, and western redcedar. Examples of this forest type can be found at Bryant Woods Nature Park and within natural areas in the Westlake Neighborhood. 34 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.9 City-wide distribution of UTC by Type (2014 Metro UTC Model). Model accuracy of 88% was reported by Metro. KEY FINDINGS »The urban forest has a relatively even mix of evergreen and deciduous canopy cover. Future studies would be required to map and assess species and age class diversity. »This type of information may be valuable for future successional forest management planning to maintain and enhance canopy cover and urban forest benefits. 35 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Neighborhoods The Tree Canopy Height model was assessed for 29 neighborhoods in Lake Oswego. Canopy cover change was assessed from 2014 to 2019 within the canopy height classes. Mapping the distribution and change of UTC across the height classes provides the ability to identify: • Where are more small trees being planted and how quickly are those trees growing? • Where is the loss of tall trees occurring? Table 4.4 Neighborhood association percent UTC cover from 2014 and 2019 within height classes. Table 4.4 lists the neighborhoods in order based on greatest percent UTC cover in 2019 to lowest percent UTC cover. The table also highlights the overall total UTC percent in 2014 and 2019 and the percent cover and change within each height zone. Several neighborhoods experienced a decrease in canopy cover in the medium-tall zone and the tall zone. The decrease in canopy cover may be due to tree removal or loss in some cases, but there is also movement between height zones from year to year as trees grow into a new height class. The City can use canopy change maps from 2014 to 2019 to determine where canopy loss is occurring. 36 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.10 Percent UTC from the 2019 model by neighborhood association. Darker green areas indicate higher percent UTC cover. KEY FINDINGS »Overall canopy cover increased in all neighborhoods from 2014 to 2019. »A substantial portion of the UTC increase across neighborhoods occurred in the Short Zone (10- to 25-foot) canopy height class. This is largely the result of younger trees reaching the 10-foot height minimum to be included in the UTC model sometime between 2014 and 2019, and also horizontal crown growth of individual trees especially street trees and parking lot trees. »Five neighborhoods showed a decrease in canopy across the tall zones representing trees over 50 feet. The largest loss in canopy over 50 feet occurred in First Addition-Forest Hills, Birdshill, and Forest Highlands. 37 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Zoning The City can look at UTC cover across zoning classes to understand how land use and development type impact the urban forest. For the purposes of this study, zoning codes were grouped into generalized zoning classes reflective of land use function. Figure 4.11 Percent 2014 and 2019 UTC cover by zoning class. KEY FINDINGS »An overall increase in canopy cover occurred across each zoning class from 2014 to 2019. »The highest percent increase was in the Residential- Medium Density Zones. »Public functions zoning had the lowest percent of cover. This zone is intended for public uses such as government services, education, and similar activities. One major function of the zone is to support recreational uses, so large areas are dedicated to school sports fields without tree canopy. »The greatest increase in canopy in the residential zones was within the short height category. See Table 4.6 on the following page. 38 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Table 4.6 UTC by zoning class across UTC height classes. The tall classes have all been combined into a single class for trees over 50 feet. Table 4.5 Zoning class and 2019 percent UTC cover. Note that the sum of the total land acres is not equal to the total land acres of the incorporated city limits. This is because there are small tracts of land throughout the city that are not part of the zoning layer Zoning Class Zoning Code Total Land Acres 2014 UTC Acres 2019 UTC Acres 2014 % UTC 2019 % UTC Commercial CI, GC, HC, NC 277 97 105 35.1%37.8% Industrial I, IP 147 42 46 28.8%31.6% Mixed Use CR&D, EC, MC, NC, OC, WLG, other combined zone codes 403 120 143 29.7%35.5% Park and Natural Area PNA 727 583 599 80.1%82.4% Public Functions PF 236 54 60 23.0%25.2% Residential Low Density R-7.5, R-10, R-15 4,046 2,018 2,231 49.9%55.1% Residential Medium Density R-5,R-6, R-DD 670 277 320 41.4%47.8% Residential High Density R-0, R-2, R-3, R-W 396 174 195 43.8%49.2% 39 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.12 Zoning class and 2019 percent UTC cover. 40 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Business Districts The business districts in this analysis are based on employment centers, town centers, neighborhood villages, and commercial corners that were defined in the Vision 2035 community visioning process that supported the City of Lake Oswego Comprehensive Plan 2013. According to the Comprehensive Plan, these mixed-use areas were identified to accommodate future growth based on existing zoning while maintaining Lake Oswego’s character and design quality. Figure 4.13 Percent 2014 and 2019 UTC cover by business district. KEY FINDINGS »A net increase in canopy occurred across the business districts while still accommodating development and densification. »The UTC percent canopy across the business districts was 32.9% in 2014 and 37.6% in 2019. 41 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.14 Business district and 2019 percent UTC cover. 42 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Outdoor Recreation and Conservation Areas Metro maintains GIS data for Outdoor Recreation and Conservation Areas (ORCA) across the region. These areas can be either public or private lands and are classified by Metro based on general use. The map in Figure 4.16 displays the types of sites that are included in the dataset. Typically, there is a lot of potential in these areas to protect existing canopy or make use of these areas for canopy enhancement. Data on City Parks and Natural Areas within the Urban Services Boundary (USB) is also provided for comparison. Figure 4.15 2014 and 2019 UTC acreages by ORCA land type. Includes City-managed parks and natural areas. ORCA Classification Total Land Acres 2014 UTC Acres 2019 UTC Acres Change in UTC Acres 2014 % UTC 2019 % UTC Change in % UTC Cover Cemetery 7.9 1.8 2.2 0.4 23.1%28.1%4.9% Golf Course 157.9 38.9 37.4 -1.5 24.6%23.7%-0.9% Home Owner Association 256.0 196.2 206.5 10.3 76.6%80.7%4.0% Other1 104.5 71.0 74.6 3.6 68.0%71.4%3.4% School 235.1 56.5 62.5 6.0 24.0%26.6%2.5% Park and/or Natural Area 695.6 570.8 584.7 13.8 82.1%84.1%2.0% City-Managed Park/Natural Area2 440.0 343.2 356.4 13.2 78.0%81.0%3.0% Table 4.7 2014 and 2019 UTC by ORCA Classification and City Managed Parks and Natural Areas. 1 “Other” category in the ORCA layer includes vacant parcels not specifically designated for any other type or unknown. These include privately owned plats, transportation corridor buffers, and trail/path parcels not large enough to be part of a park or natural area. 2 The CIty-managed Parks and Natural Areas does not include lands outside of the USB that the City manages. Examples are Lusher Farm, Stevens Meadows Natural Area, and Sunny Slope Open Space. The public golf course is included under Golf Course, not City-Managed Parks/Natural Areas. 43 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.16 ORCA land type and 2019 percent UTC cover. Hatched areas display the City-managed Parks and Natural Areas. City-managed parks outside of the USB are not included. KEY FINDINGS »An increase in UTC occurred in each of the categories except for golf courses. »The ORCA Parks and Natural Areas category has a greater percent UTC and total acreage compared to the City-managed Parks and Natural Areas due to the inclusion of Tryon Creek State Natural Area. »The Parks and Natural Areas managed by the City showed an increase of 13 acres and an increase of 3 percent in UTC Cover. The efforts of the City within parks are highlighted under City Tree Planting Activities. 44 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Road Right-of-Way / Street Trees Tracking UTC cover within the road right-of-way is an efficient way to quantify street trees city-wide and track change over time. The earlier chapter on Urban Forest Benefits summarized the positive environmental, social, and economic functions that trees provide city-wide. To help quantify the coverage of street trees, this analysis looks at UTC cover within the road right-of-way and the percent cover overhanging paved road surfaces based on a GIS land cover layer. The UTC within the road right-of-way is used to approximate the overall cover of street trees and measure change over time. UTC overhanging paved road surfaces includes tree canopy that is directly over the road surface, which provides some of the benefits like reducing heat island effects, encouraging trips by walking where pathways exist, and intercepting rainfall. Lake Oswego street trees include all trees located within public rights-of-way. The increase in canopy cover within the road right-of-way is attributed to planting new street trees, as well as canopy and height growth of existing street trees over time. The image in Figure 4.20 on page 46 shows the UTC change model from 2014 to 2019 with two example locations that represent canopy and height growth. This location highlights the potential for increased canopy cover within the right-of-way between natural growth and planting of new street trees. KEY FINDINGS »The canopy increased by 53 acres within the street right-of-way city-wide from 2014 to 2019. »Research shows that an attainable goal for coverage overhanging paved roads and sidewalks is 25 percent for typical cities.1 The City is meeting that mark based on the 2019 UTC cover over road surfaces of 25.5 percent. 1 Maco, S.E.; McPherson, E.G. 2002. Assessing canopy cover over streets and sidewalks in street tree populations. Journal of Arboriculture. 28(6): 270-276. 45 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.17 Detailed view of the 2019 UTC model within the road right-of-way and the portion of the UTC overhanging the paved road surface Figure 4.18 2014 and 2019 UTC city-wide cover distribution of UTC across height classes within the road rights-of-way city-wide. Figure 4.19 2014 and 2019 UTC acres and percent UTC overhanging paved road surfaces. 46 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.20 Location 1 - At the location within the red circle, crowns of existing trees have grown outward, producing more shade and mitigating more stormwater runoff. Location 2 - At the location on the right in the red box, existing trees have reached the 10-foot minimum to be captured in the model. The callout box shows the trees at that specific location in Google Street View from 2012 and 2019. Trees that have been planted since 2014 that meet the 10-foot minimum height requirement would also have this contribution in the model. 47 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Street Tree Equity—Census Block Groups By measuring street tree density at the US Census block group level, we can understand some of the socioeconomic, health, and climate implications of street tree canopy distribution. In many cities, a map of tree canopy deficit correlates closely with a map of historically underserved populations, including racial minorities and low-income households. The City was interested in understanding whether similar inequities existed in Lake Oswego and adapted the American Forests “Tree Equity Score” tool3 to map tree equity based on total UTC cover within the road right-of-way. The result of the tool is a Tree Equity Score, which can range from a score of 1 to 100. A lower Tree Equity Score indicates a greater priority for closing the tree canopy gap, and a score of 100 indicates that tree equity has been achieved based on a benchmark UTC percent cover of 40 percent within the right-of-way. It should be noted that the 40 percent benchmark is typically established as the overall goal for a block group, not specific to the road right- of-way. The City chose to focus on mapping tree equity based on street trees because of the social and economic benefits they provide to a community. The score is based on the relationship between the UTC percent cover and an Equity Priority Score based on the following characteristics: Low Income: Less than two times the federal poverty level Employment: Unemployment rate Race: Percentage of people who are not white non-Hispanic Age: Ratio of seniors and children to working-age adults Climate: Urban heat island severity Health: Prevalence of poor mental, physical, respiratory, and cardiac health (composite index) Details on the methodology and the full block group level results within the city can be found in the appendix. The map in Figure 4.21 shows the Tree Equity Score for the block groups city-wide based on canopy within the road rights-of-way. 3 Tree Equity Score. American Forests, 2021. https://www.treeequityscore.org/ KEY FINDINGS »50% of the census block groups in the City have achieved Street Tree Equity based on the 40% benchmark UTC. »The majority of the block groups with the lowest tree equity score are located along the west side of the city and have significant portions that are unincorporated. »The block groups with a 100 Tree Equity Score match up with low-density residential zoning and parks and natural areas. 48 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.21 Tree Equity Score based on Equity Priority and 2019 UTC within the road rights-of-way. A score of 100 indicates that Tree Equity has been achieved based on a benchmark UTC percent cover of 40% within the right-of-way. 49 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Watersheds Tree canopy is analyzed within watersheds to identify the distribution of tree canopy as it relates to stormwater mitigation and water quality. Watersheds are delineations of the areas that drain to the major waterbodies in Lake Oswego. The tree canopy improves stream quality and watershed health primarily by decreasing the amount of stormwater runoff and solar radiation that reach these waterbodies. By looking at UTC cover within the city’s watersheds and identifying gaps in canopy coverage, the City can begin to identify potential areas for forest restoration for improving water quality. Watershed Total Land Acres 2014 UTCAcres 2019 UTCAcres Increase in UTC Acres from 2014 to 2019 2014 % UTC 2019 % UTC Oswego Lake 2,738 1,323 1,481 158 48.3%54.1% Springbrook Creek 1,242 663 720 57 53.4%58.0% Tryon Creek 1,241 676 694 18 54.4%55.9% Tualatin River 1,722 718 814 97 41.7%47.3% Willamette River 1,036 495 553 58 47.8%53.4% Totals1 7,979 3,874 4,262 388 48.6%53.4% Table 4.8 2014 and 2019 UTC acreage and percent cover by watershed. 1 Totals shown in this table do not align exactly with Table 4.1 which shows the total incorporated and unincorporated areas due to minor inconsistencies in the delineation of Oswego Lake. KEY FINDINGS »Each of Lake Oswego’s five watersheds showed an increase in canopy cover from 2014 to 2019. »The Tualatin River Watershed has the lowest percent canopy cover, although it showed a 5 percent increase from 2014 to 2019. 50 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.22 Watersheds in Lake Oswego. 51 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Sensitive Lands Figure 4.23 and Figure 4.24 show the UTC within the City’s Sensitive Lands districts. The Regulatory Efforts section of Chapter 3 highlights the importance of the UTC within Sensitive Lands for supporting habitat and shading streams to keep water temperatures cool for fish and other aquatic species. Figure 4.23 2019 UTC distribution across height classes for Sensitive Lands city-wide. The chart shows the acreage within each height category and above the bar the total acreage and percent UTC by year. KEY FINDINGS »UTC cover increased across all Sensitive Lands from 87 percent in 2014 to 89 percent in 2019. »Within the Riparian Protection (RP) areas, UTC increased 20 acres. »Within the Resource Conservation (RC) areas, UTC increased 2.8 acres. Nearly 98% of RC areas are covered by canopy and about 88% of the RC zone’s total area is covered by canopy over 50 feet tall. »Within the Habitat Benefit Areas (HBA). UTC increased overall by 0.5 acres. However, canopy over 50 feet tall decreased by 0.5 acres. 52 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.24 Sensitive Lands and 2019 Percent UTC cover. Canopy within the RP areas provide shade for the streams 53 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Effective Stream Shade Canopy within the Sensitive Lands areas, particularly the Resource Protection areas, is important for shading streams and cooling the water. As part of the City’s Total Maximum Daily Load (TMDL) Implementation Plan and stormwater permitting requirements, the City measured effective shade for all streams city-wide using the 2014 and 2019 UTC models and used an Oregon Department of Environmental Quality (DEQ) program called HeatSource to determine compliance with effective shade targets. Elevated stream temperatures negatively impact salmonid species and have detrimental consequences to riparian habitat and watershed health. DEQ determined that increased solar radiation from disturbed or removed riparian vegetation, including trees, is the largest contributor to elevated temperatures in small streams without a point source discharge. Figure 4.25 shows the average effective stream shade by watershed based on the 2014 and 2019 UTC in comparison with shade targets that are established by DEQ based on stream channel width and orientation. (Note that the chart is displaying percent effective shade, rather than percent UTC cover.) The results show that improvement has been made toward achieving the shade target goals in all watersheds except Tryon Creek, which already exceeds the shade target standard. The map in Figure 4.26 shows which stream segments in the City are meeting shade targets and which have a shade target deficit. This information is useful for the City in determining stream-adjacent areas that would most benefit from canopy protection or restoration. The City’s TMDL Implementation Plan provides greater detail on the stream shade analysis, technical process, and results. Figure 4.25 Average effective shade by watershed based on 2014 and 2019 UTC and the effective shade target determined by DEQ based on stream width and orientation. 54 State of the Urban Forest Report | December 2022 4 // Urban Tree Canopy Assessment Figure 4.26 Effective stream shade target deficit for all streams and open channels city-wide based on the 2019 UTC HeatSource results. The point colors, as defined in the map legend, show the degree to which segments of streams are meeting shade targets. State of the Urban Forest Report | December 202255 This section describes how much carbon Lake Oswego’s greenspaces, including trees, are storing and how much more carbon might be stored if the urban forest is expanded. The Carbon Sequestration Tool (CST) models the carbon sequestration benefits in a simple map-and-spreadsheet based tool. Explanation of Carbon Sequestration Trees play an important role in capturing and storing (also described as sequestering) carbon dioxide (CO2). CO2 is the primary greenhouse gas (GHG) emitted through human activities such as burning fossil fuels for transportation and energy that contribute to climate change. Healthy urban forests, including trees and soil, absorb and sequester carbon and provide significant and cost-effective opportunities to reduce GHG emissions. Trees are considered resilient carbon sinks—meaning they sequester carbon through photosynthesis and store it in their leaves, trunks, branches, and roots for long periods of time so that it is not released into the atmosphere. Carbon is sequestered in soil by plants through photosynthesis and can be stored as soil organic carbon (SOC). 5 // Carbon Sequestration 56 State of the Urban Forest Report | December 2022 5 // Carbon Sequestration Analysis The Carbon Sequestration Tool Using carbon sequestration modeling, we can estimate how much carbon Lake Oswego’s greenspaces including trees are storing, and how much more carbon we might be able to sequester through tree planting strategies. In order to estimate this, a carbon sequestration tool (CST) was created using a GIS-based map and a spreadsheet model that estimates how much more carbon could be sequestered through tree planting on public land. The CST measures Lake Oswego’s existing carbon—the carbon currently sequestered both below ground (in the soil) and above ground (in organic matter such as grasses, shrubs, and trees)—and the future carbon sequestration potential of planting trees. A mature live tree can absorb more than 48 pounds of carbon dioxide, which is permanently stored in its fibers until a physical event like fire or decomposition releases it back into the atmosphere. Maintenance and preservation of existing trees will ensure this carbon storage into the future. KEY FINDINGS »The City of Lake Oswego is currently storing approximately 202,291 MgC above ground and 327,809 MgC below ground, for a gross total of 530,100 MgC in the soils and plants of Lake Oswego. »The amount of carbon currently being stored in the plants and soils of Lake Oswego is equivalent to: ▶The GHG emissions from 418,808 gasoline-powered vehicles driven for one year, or ▶The CO2 emissions from 378,195 homes’ electricity use for one year »By the acre, the model estimates that Lake Oswego’s trees are currently storing approximately 27.5 MgC per acre. By comparison, in a study of tree benefits by the City of Seattle, it was estimated that trees in Seattle on average are storing 9.9 MgC of carbon per acre based on the city-wide average canopy density and species mix.1 »An acre of land with 50% canopy cover (the approximate city-wide average) sequesters: ▶The equivalent to the GHG emissions from 21.7 gasoline-powered passenger vehicles for one year, or ▶The equivalent to CO2 emissions from 19.6 homes’ electricity use for one year. 1 Seattle’s Forest Ecosystem Value Report. 2012. https://www.seattle.gov/ documents/Departments/Trees/Mangement/EcoSystem/Seattles_Forest_ Ecosystem_Values_Report.pdf Source Total Acres of Cover Type Average Megagrams of Carbon (MgC) Stored per Acre Total MgC Stored Below Ground (Soil)7,336 44.7 327,809 Above Ground (Plants)4,920 41.1 202,291 Grasses 763 0.2 157 Shrubs 451 0.9 402 Small Trees 1,592 33.5 53,326 Large Trees 2,113 70.2 148,406 CITY-WIDE TOTAL N/A N/A 530,100 Table 5.1 Lake Oswego’s existing carbon storage profile for plants and soil. Totals and averages are based on the existing carbon storage of each land cover type. Small trees are considered 10 to 50 feet and large trees are taller than 50 feet. Total acres and average MgC are not quantified city-wide because mapped areas of soil and plants are overlapping. 57 State of the Urban Forest Report | December 2022 5 // Carbon Sequestration Analysis Figure 5.1 Megagrams of above-ground carbon per acre by parcel for the City of Lake Oswego. 58 State of the Urban Forest Report | December 2022 5 // Carbon Sequestration Analysis Figure 5.2 Megagrams of below-ground (soil) carbon per acre by parcel for the City of Lake Oswego. 59 State of the Urban Forest Report | December 2022 5 // Carbon Sequestration Analysis Test Scenarios Test scenarios were used to measure the future carbon sequestration potential of planting trees. Two tree planting strategies were modeled using the CST to estimate their carbon sequestration potential: Urban Forest Expansion and Street Tree Planting. The Urban Forest Expansion strategy focuses on increasing tree canopy outside of the public right-of-way in areas such as parks and open spaces. The trees that can be planted in these areas generally have fewer constraints (such as narrow planting strips and overhead high voltage wires) than street trees in terms of the size and species of tree that can be planted. Two levels of intensity of this strategy were modeled: one at a planting rate of 30 trees per acre, which represents an area with a lower density of trees that might have other uses like sports or other recreation; and one at a planting rate of 60 trees per acre, which represents an area with a higher density of trees that would function more like a natural area. The Street Tree Planting strategy explores planting street trees that are primarily in the public right-of-way, such as parking strips and medians, or adjacent to a street in unimproved rights- of-way. This type of planting is generally more constrained than Urban Forest Expansion. URBAN FOREST EXPANSION ON A 4.69 ACRE CITY-OWNED LOT These scenarios explore the carbon sequestration benefits of tree planting on publicly owned land. The test lot is a 4.69-acre parcel that is owned by the City of Lake Oswego. The current use is a park, River Run Park. The park was identified in a recent analysis as having a stream shade target deficit (lack of trees) along a small tributary to the Tualatin River that runs through the park and could benefit from tree planting. The Urban Forest Expansion strategy includes two rates of application to reflect two different levels of tree density: one more dense (Scenario 1) that would function as a forested natural area; and one less dense (Scenario 2) which would be applied in areas that are used frequently for sports or other recreation. The high application rate for Scenario 1 of planting 60 trees per acre is estimated to sequester 9.43 MgC/acre/year until peak sequestration is reached. The lower application rate for Scenario 2 of planting 30 trees per acre is estimated to sequester 4.72 MgC/acre/year. Figure 5.3 Aerial image of 4.69-acre lot 60 State of the Urban Forest Report | December 2022 5 // Carbon Sequestration Analysis –SEQUESTRATION BENEFITS– SCENARIO 1 // Dense Planting Rate: If all 4.69 acres of this lot were planted at a rate of 60 trees per acre over a 10-year period, the carbon sequestration benefit would be: 143.7 MgC by 2040 1,413.7 MgC by 2070 1,745.5 MgC by 2150 By 2040, the trees planted would sequester the equivalent to: ▶Emissions from 114 gasoline-powered passenger vehicles driven for one year, or ▶The CO2 emissions from 103 homes’ electricity use for one year. SCENARIO 2 // Less Dense Planting Rate: If all 4.69 acres of this lot were planted at a rate of 30 trees per acre over a 10-year period, the carbon sequestration benefit would be: 71.8 MgC by 2040 706.9 MgC by 2070 872.7 MgC by 2150 By 2040, the trees planted would sequester the equivalent to: ▶Emissions from 57 gasoline-powered passenger vehicles driven for one year, or ▶The CO2 emissions from 51.4 homes’ electricity use for one year. Costs Trees provide many ecosystem services and social benefits that can translate into an economic benefit for cities and their communities. However, planting and maintaining trees also costs money. To understand the fiscal costs of any Urban Forest Expansion strategy, the cost of implementation must be considered. Cost estimates are broken down into two types of costs: initial costs per acre to plant and annual costs per acre to maintain trees as they establish. Cost of pruning of mature trees or tree removal was not included in the cost estimate. Scenario 1 does not include the cost of maintenance because it is considered a natural area planting. SCENARIO 1 // Dense Planting Rate: • $4,221 for planting small stock saplings (less than 1” caliper) • $84,420 for planting large stock saplings (1”-2” caliper) Trees planted in this scenario will be treated as a natural area so no maintenance costs will be incurred. SCENARIO 2 // Less Dense Planting Rate: • $2,110 for planting small stock saplings (less than 1” caliper) • $42,210 for planting large stock saplings (1”-2” caliper) • $30,391 maintenance, including watering during summer months for the first 3 years and structural pruning of young trees 61 State of the Urban Forest Report | December 2022 5 // Carbon Sequestration Analysis STREET TREE PLANTING ALONG A ONE-MILE STRETCH OF RIGHT-OF-WAY, BOONES FERRY RD. This scenario explores the carbon sequestration benefits of a recent street tree planting project on Boones Ferry Road from Madrona Drive to Oakridge/Reese Road, approximately one mile. While 150 existing trees had to be removed, 182 new trees were planted with a net gain of 32 trees. –SEQUESTRATION BENEFITS– The Street Tree Planting strategy can sequester approximately 0.13 MgC/tree/year. Assuming the new trees were planted over a 5-year period, the carbon sequestration benefit for planting all 182 new trees is estimated to be: 116.5 MgC by 2040 817.2 MgC by 2070 1,552.3 MgC by 2150 By 2040, the trees planted would sequester the equivalent to: ▶The emissions from 92 gasoline-powered passenger vehicles driven for one year, or ▶The CO2 emissions from 83.1 homes’ electricity use for one year. Even taking into account the fact that 150 existing trees needed to be removed and only accounting for the net gain of 32 trees, the carbon sequestration benefit for those 32 trees is estimated to be: 27.7 MgC by 2040 152.0 MgC by 2070 272.9 MgC by 2150 By 2040, the trees planted would sequester the equivalent to: ▶The emissions from 21 gasoline-powered passenger vehicles driven for one year, or ▶The CO2 emissions from 19.8 homes’ electricity use for one year. Figure 5.4 Newly planted trees on Boones Ferry Road It is important to note that many of the trees removed for the road project were not suitable as street trees. Several were growing under powerlines and had been topped. The new trees should be better suited. 62 State of the Urban Forest Report | December 2022 5 // Carbon Sequestration Analysis Costs Street trees provide many ecosystem services and social benefits that can translate into an economic benefit for cities and their communities. However, planting and maintaining street trees also costs money. In order to understand the fiscal costs of our proposed Street Tree Planting strategy, we include the cost of implementation. Cost estimates are broken down into two types of costs: initial costs per acre to plant and annual costs per acre to maintain trees. These represent the total cost to plant and maintain the trees over their lifespan. Cost of pruning of mature trees or tree removal was not included in the cost estimate. Total estimated costs for tree planting and maintenance for 182 street trees are: • $54,600 to $72,800 for coordination and planting of a large stock street trees (1-2-in caliper). • $39,312 for maintenance, including watering during summer months for the first 3 years, and structural pruning of young trees. Summary and Future Scenario Planning Today, Lake Oswego’s trees are an essential reservoir for carbon. Through the existing canopy alone, 202,291 MgC are being stored, which is about 38 percent of the total carbon stored in Lake Oswego’s plants and soil. Through City-led actions to preserve and increase the urban forest, they can further reduce carbon dioxide in the atmosphere. The Urban Forest Expansion strategy can increase carbon sequestration by 9.43 MgC/acre/year, and if applied on as little as 4.69 acres of land, and factoring in 10 years’ time to full implementation, by 2040 it could increase Lake Oswego’s carbon storage by an additional 143.7 MgC if trees are planted as a dense natural area and 71.8 MgC if planted as a less dense recreational area. The Street Tree Planting strategy can increase carbon sequestration by 0.13 MgC/tree/ year, and if applied on as little as one mile of right-of-way planted over 5 years, could increase Lake Oswego’s carbon storage by an additional 116.5 MgC by 2040. If these two strategies were applied in one park and one mile of right-of-way, by 2040 these tree planting efforts could sequester the equivalent of: ▶The emissions from 206 gasoline-powered passenger vehicles driven for one year, or ▶The CO2 emissions from 186 homes’ electricity use for one year. The CST may be used to estimate the carbon sequestration benefits and fiscal costs of applying a variety of strategies, to help the City make decisions about how and where to plant trees. State of the Urban Forest Report | December 202263 The City has a variety of different tree-related programs that support urban forest health and shape the identity of the city, as summarized below. Tree City USA In 2022, the City of Lake Oswego celebrated 33 years as a Tree City USA (TCUSA), a National Arbor Day Foundation program that recognizes cities for demonstrating a strong commitment to managing and caring for trees. Cities earn TCUSA status by meeting four standards: maintaining a tree board (the Parks, Recreation and Natural Resources Advisory Board), having a tree ordinance, spending a minimum $2 per capita on urban forest management, and proclaiming and celebrating Arbor Day annually. In 2018, the Oregon Department of Forestry (ODF) in partnership with Oregon Community Trees (OCT) named Lake Oswego the 2018 Oregon Tree City of the Year. Each year, ODF and OCT select one of Oregon’s TCUSA communities to recognize their commitment to urban and community forestry. Some cities are recognized for grant efforts or projects they have undertaken in a given year. In recognizing Lake Oswego with this distinction, ODF noted, “Lake Oswego has consistently exemplified what a great Tree City should be with good planning and citizen engagement.” Lake Oswego received the award during an Arbor Week event at Stafford Grove. There are currently 69 TCUSA communities across Oregon. Visit www.arborday.org/ programs/treecityusa to learn more. Arbor Month Events A goal identified in 2007 was to expand and foster Arbor Week events as an education and outreach opportunity. For many years, the City of Lake Oswego celebrated Lake Oswego Arbor Week during the first full week of April. Since the Governor first proclaimed Oregon Arbor Month in 2021, the City began celebrating Lake Oswego Arbor Month throughout the month of April. Arbor Month events and activities and Urban and Community Forestry events were postponed in 2020 and 2021 due to the COVID-19 pandemic. The City publishes an annual Urban & Community Forestry Newsletter as an insert in the April Hello LO, which is mailed to all Lake Oswego residents. This publication announces Arbor Month events, annual workshops, and Heritage Trees; provides summaries of recent tree code and policy changes; and includes educational and informational articles on a variety of urban forestry topics. Arbor Month celebrations are organized by the Planning Department in collaboration with Parks and Recreation, the Lake Oswego Library, Luscher Farm, and the Oswego Lake Watershed Council. 6 // Community Programs 2018 Oregon Tree City of the Year Award–Brian French from OCT with City Councilors 64 State of the Urban Forest Report | December 2022 6 // Community Programs Some typical Arbor Month activities include: • Neighborhood Stewardship Work Parties • Heritage Tree Dedications • Friends of Springbrook Park Preschool Nature Walks • Promote the Trillium Festival at Tryon Creek State Natural Area and Oswego Lake Watershed Council events including the LOTree Inventory Project, Soil Your Undies, and invasive ivy removal Highlights from past years include: • The Hiroshima Peace Tree planting in Foothills Park in 2019 • Forest Hills Elementary School Second Graders tree planting at Stafford Grove in 2018 • Heritage Tree Bike Ride 2013, 2016 • Arbor Week Festival 2014, 2016 • Arbor Day Coloring Contest 2013, 2014 • Tree-Themed Poetry Contest 2015, 2016 • Arbor Week/Month Art Contest (themes listed below by year) »2017: Trees of Lake Oswego »2018: Oregon Tree City of the Year »2019: All About Douglas-firs »2022: Wildlife in the Urban Forest TREE OF LIFE The trees near my house Are bursting with lives. They have branches, trunks and leaves, Filled with bugs, birds and bees. Those trees are very generous. Because of all the things they give us. They give us air, they give us wood. They give us paper, they give us food. Without them we would die, I love trees, I cannot lie. –SYLVAN SCHOENHEIT Westridge Elementary School, 1st Grade First Place ARBOR DAY A new planted tree with a Rainbow behind, Begins with a seed full Of pride. Rain gives it water. Day gives it light. A person gives it love. Your tree is so bright. . –ADDISON FINNEY Forest Hills Elementary School, 2nd Grade Second Place 2016 Arbor Day Poetry Contest Winners 65 State of the Urban Forest Report | December 2022 6 // Community Programs Forestry at the Farmers’ Market In recent years (except for 2020 and 2021), the City has celebrated forestry at the Farmers’ Market with Urban & Community Forestry booths and activities for children and adults during the first or second week of the market opening. The booths have included a nature-themed prize wheel for kids and teens, nature-themed crafts for kids, tree pruning demonstrations, free tree seedling giveaways, opportunities to talk with an ISA Certified Arborist, tree trivia and raffles, and information on the City’s tree code, Heritage Tree Program, native and invasive species, habitat restoration, and neighborhood stewardship workshops. In addition, Arbor Month Art Contest winners are announced on the main stage and prizes are awarded by the mayor. This event is an annual collaboration between the City’s Planning and Parks & Recreation Departments. Urban & Community Forestry Workshops For at least 14 years, the City has offered a series of free Urban & Community Forestry workshops for the public. One of the goals identified in the 2007 plan was the promotion of urban forestry stewardship in the community through education events. The annual workshop series have included Tree Protection and Removal workshops for builders, landscapers, arborists, and other professions. Other workshops have been held to educate the general public. Below is a list of some of the most popular workshops held over the years: • Invasive Plant Management 2013, 2014 • Landscaping for Conservation 2016, 2017, 2018, 2019 • Right Tree in the Right Place 2013, 2014 • Tree Species Identification Walking Tour 2016, 2017, 2018, 2019, 2022 • Tree Pruning 2014, 2015, 2016, 2017, 2018, 2019, 2022 • Understanding the Tree Code 2013, 2014, 2015, 2016, 2017, 2018, 2019 • Understanding Your Tree: Basics of Tree Biology and Structure 2013 2018 Tree Pruning Workshop 2013 Tree Climbing Demonstration 66 State of the Urban Forest Report | December 2022 6 // Community Programs Tree Care and Maintenance Website The City’s Tree Care and Maintenance webpage, featuring seasonal articles on a wide variety of topics, kicked off in 2016. Since then, 22 articles have been published, and they are all available at https://www. ci.oswego.or.us/trees/tree-care-and- maintenance. The website publishes content that helps address a number of the goals from the 2007 Plan. Each article provides a concise summary of the topic and offers links to credible references to learn more. The list of topics currently available include: • Emerald Ash Borer 2022, 2018 (pre- arrival) • Healthy Trees are Defended Trees • After the Storm • What is an Arborist? • Soil Management • Retaining and Creating Snags for Wildlife • Mulch: Numerous Benefits and Easy Application • Tree Planting: To Stake or Not to Stake? • Insects and Diseases • Drought Stress Revisited • Trees and Construction • Topped Tree • Autumn Leaves • Pruning Young Trees • Tree Related Storm Damage • New Tree Selection and Planting • Trees and Turfgrasses • English Ivy Removal • Recognizing Tree Risk • Drought Stress • Preparing Trees for Winter 2022 Tree Identification Workshop 2018 Tree City of the Year Art Contest State of the Urban Forest Report | December 202267 Lake Oswego’s urban forest canopy is widespread and well distributed with over 40 percent canopy cover in all neighborhoods. In addition, all neighborhoods have experienced canopy increases during the study period. Lake Oswego is unique in that while many communities in the region have set goals to reach 40 percent canopy, Lake Oswego has an astounding 53.4 percent canopy. Based on the current state of Lake Oswego’s trees, urban forest management should focus on preserving and maintaining the resource, rather than significantly expanding tree canopy citywide. Particular attention will need to be paid to the many threats to the urban forest which include climate change, extreme weather events, wildfire, insects and disease, urban development, and invasive species. The City has been proactive in updating its codes, policies, procedures, and education/outreach materials in recent years in response to economic, social, and environmental conditions that impact the urban forest. The City should continue its adaptive management approach to address the many threats facing the urban forest. Lake Oswego has a diverse mix of trees of varying size classes with an abundant stock of smaller trees. Replanting with large stature tree species, where growing space is adequate, is important for replacing larger trees as they decline or are otherwise removed. This mix is important to maintain for combating climate change at a local level as large trees are important for carbon storage while smaller, rapidly growing trees are more efficient at sequestering (removing) carbon from the atmosphere. Five neighborhoods experienced small losses of canopy in the 50-foot to 120- foot height range over the study period. Although overall canopy increased in these neighborhoods, the loss of larger trees negatively impacts carbon storage in addition to the other environmental, social, and economic benefits large trees provide. While Lake Oswego should be proud of the current state of the urban forest, ongoing management will be required to preserve, protect, and enhance this valuable resource so its benefits can continue to be provided for generations to come. Conclusion Heritage Tree #37, a Pacific dogwood located at Oswego Pioneer Cemetery State of the Urban Forest Report | December 2022A-1 i-Tree Benefits Table A.1–Table A.3 detail the full findings of the i-Tree canopy tool based on the reported acreages of 2014 (3,877 acres) and 2019 canopy (4,265 acres) from the UTC models. The following are used in the tables: • ac = acres • gal = gallons • lbs = pounds • T = tons • yr = year • yd3 = cubic yard Appendix Table A.1 Annual air quality benefits Air Quality Description Removal Rate (lbs/ac/yr) Monetary Value ($/T/yr) Lake Oswego 2014 lbs/yr Lake Oswego 2014 Monetary Value Lake Oswego 2019 lbs/yr Lake Oswego 2019 Monetary Value CO Carbon Monoxide removed annually 1.059 $1,334 4,106 $2,738 4,517 $3,011 NO2 Nitrogen Dioxide removed annually 7.481 $342 29,004 $4,966 31,906 $5,463 O3 Ozone removed annually 38.711 $3,366 150,083 $252,590 165,102 $277,869 PM10 Particulate Matter greater than 2.5 microns and less than 10 microns removed annually 8.146 $6,268 31,582 $98,985 34,743 $108,891 PM2.5 Particulate Matter less than 2.5 microns removed annually 5.352 $192,534 20,750 $1,997,511 22,826 $2,197,416 SO2 Sulfur Dioxide removed annually 2.511 $100 9,735 $487 10,709 $536 TOTAL 245,259 $2,357,276 269,804 $2,593,187 A-2 State of the Urban Forest Report | December 2022 Appendix Table A.3 Hydrologic benefits Description Tree Effects (gal/yd²/yr) Monetary Value ($/yd³/yr) Lake Oswego 2014 gal/yr Lake Oswego 2014 Monetary Value Lake Oswego 2019 gal/yr Lake Oswego 2019 Monetary Value Avoided Runoff 8 $1.80 140,772,629 $1,254,570 154,860,785 $1,380,125 Evaporation 37 699,847,505 769,886,410 Interception 38 704,013,264 774,469,067 Transpiration 16 298,865,058 328,774,690 Potential Evaporation 101 1,897,090,383 2,086,946,217 Potential Evapotranspiration 88 1,652,811,779 1,818,220,851 Description Carbon Rate (T/ac/yr) Lake Oswego 2014 Carbon Sequestration Rate (T/yr) Lake Oswego 2014 Carbon Sequestration Monetary Value Lake Oswego 2019 Carbon Sequestration Rate (T/yr) Lake Oswego 2019 Carbon Sequestration Monetary Value Carbon Sequestered annually in trees 1.08 4,187 $714,120 4,606 $785,587 Carbon Stored in trees (Note: this benefit is not an annual rate) 34.281 132,907 $22,667,363 146,208 $24,935,854 Table A.2 Carbon storage benefits. Based on carbon price of $170.55 per ton. Note that the carbon results in i-Tree are provided for reference. Base level carbon is calculated separately in the Carbon Sequestration chapter of the report based on the more detailed approach. A-3 State of the Urban Forest Report | December 2022 Appendix In November 2019, tree code amendments in LOC Article 55.08 became effective that strengthen and clarify requirements for tree protection primarily associated with building and plumbing permits. A summary of the changes is provided below: 1. Defined “Development”/“Development Activities” to include: tree removal; grading; excavation; parking, storage, or movement of construction equipment/materials in the development area; removal or placement of soil; demolition; and construction; 2. Defined the “development area” of a Tree Protection Plan to include staging areas, off-site utility work, construction parking and other construction related activities that may injure or damage a protected tree; 3. Expanded the definition of “Tree Protection Zone” to be based on either a tree’s dripline or a one-foot radius of protection for each inch of trunk diameter, whichever is greater; 4. Clarified what pre-construction activities (brush clearing for tree protection fencing/erosion control, debris removal, etc.) are allowed prior to the issuance of a Tree Protection Plan and required a Certified Arborist be present for such activities; 5. Created an “enhanced enforcement fee” for damaging trees that are one of the following: 36” diameter or larger; designated as a Heritage Tree; located in the Willamette River Greenway; or, located on the public right-of-way, city-owned or dedicated property, public or private open space area or conservation easement; 6. Clarified tree protection fencing shall remain in place until after installation of utilities and stormwater improvements; construction of the driveway/access lane; and completion of exterior building walls (siding, painting, etc.); 7. Expanded the situations when a violation letter with enforcement fee can be issued due to tree damage or injury; 8. Created a cover sheet for building permit applications and plumbing applications to better explain to applicants the requirements for a Tree Protection Plan; 9. Created a summary sheet of information to include in an arborist report; 10. Reorganized the Type II Native Mitigation Tree List (Appendix 55.02-1) for clarity and added Eddie’s White Wonder as an acceptable substitute to native Pacific dogwood; and, 11. Added a provision in the Tree Code that tree removal cannot conflict with other sections of the Lake Oswego Code (for example, tree removal restrictions in LOC Chapter 50.05.010, Sensitive Lands). In October 2019, code amendments added new conditions to Tree Protection Plans in a format that makes it clearer for the Builder to know when a certified arborist is required on a construction site and what information the arborist should report to the City. Examples of the new Tree Protection Plan conditions include: 1. Arborist’s Supervision: The arborist shall stop construction activities under a protected tree’s dripline when the activities become detrimental to the health and long-term viability of the tree; Recent Tree Code Amendments A-4 State of the Urban Forest Report | December 2022 Appendix a. Any tree roots damaged within the protection zone will be a violation of the Tree Code and fees of at least $595/violation will be assessed; 2. Arborist Inspections and Status Reports required: a. Arborist Inspections: A certified arborist shall visit the site: i. On-call as indicated in the Arborist report; ii. When opening or adjusting tree protection fencing; and, iii. Twice monthly at a minimum to inspect tree protection measures during periods of development activity. The arborist may modify the frequency of inspections by documenting periods of inactivity near a protected tree; b. Status Reports: i. The arborist shall document each site visit in an inspection report and submit within 7 days of observation to the City, contractor, and owner which contains: 1. Description of the condition of the tree protection measures; 2. Photographs to document observations and findings; 3. Recommendations for remedial actions and if they were followed; 4. Periods of inactivity if the frequency of site inspections were reduced; City Resolution 19-59: Policy on Natural Resource Protection Prior to Annexation (Policy Adopted May 2004; Updated December 2019). The purpose of this policy is to encourage property owners interested in petitioning the City for annexation to preserve and protect natural resources and significant trees prior to annexation. The policy is intended to minimize erosion and protect water quality, wildlife habitat, and the wooded character of Lake Oswego and allows the City to decline or delay requests for annexation for up to 3 years from property owners who violate the policy, and require payment of significant restoration fees and completion of mitigation plantings, if resources or significant trees are removed or degraded within 10 years of the annexation request. Not all tree removal or work within natural resource areas on unincorporated lots is subject to the policy and the City offers a process that allows a property owner in unincorporated areas within the City’s Urban Services Boundary to apply for certification that tree removal prior to annexation does not violate this policy. In Summer 2016, the City Council adopted amendments to the Tree Code to help ease tree removal restrictions for developed single family residential lots and improve the review and processing of permits. Some of the key improvements that were implemented include: 1. Increasing the size of trees eligible for a Type I “over the counter” permit from 10” in diameter to 15” in diameter and including any size of fruit-bearing trees. Type I permits allow the removal of up to two 15” diameter trees per calendar year, or any size or number of fruit- bearing trees, on developed single- family lots (other restrictions apply). 2. Expanding eligibility for “over the counter” dead tree permits to include trees that, while not completely lifeless, are in a “progressive and irreversible state of decline.” 3. Creation of a new website with easy access to application forms, FAQs, seasonal tree care tips, and other helpful tree-related information. In addition, the public can search and view pending Type II tree removal applications in the City, track the status A-5 State of the Urban Forest Report | December 2022 Appendix of these applications, and submit comments. 4. Improved noticing of Type II tree removal applications. Automated notices are emailed to neighborhood associations when a Type II application is received in their neighborhood and when a tentative staff decision is made on the application, it is also emailed to the applicant, neighborhood association, and anyone that submitted comments during the comment period. In March 2015, the City Council tentatively approved Ordinance 2664, amending the Tree Code (LOC 55) to provide a more flexible permit process for large, forested parcels that is focused on urban forestry principles rather than individual tree regulations while still maintaining the wooded character of the city. The primary objective is to encourage and assist owners of large, forested tracts in managing their property, while providing safeguards for neighborhood character, protection of water quality, and erosion control. The code amendment created separate permitting processes for forested properties of one acre or larger, leaving intact the existing Tree Code for residential lots and new development. The Minor Forest Management Permit provides for removal of a small number of trees with a simple, over-the-counter permit process that is scalable (e.g., based on forested acres) and uses objective criteria. The Major Forest Management Permit, subject to approval of a forest management plan prepared by a qualified professional, allows for tree removal for the purposes of forest management, including managing for tree health and sustainability, as well as minimizing the risk of catastrophic events such as wildfire, drought, infestations, storm damage, and landslides. A-6 State of the Urban Forest Report | December 2022 Appendix Metric 2014 2015 20161 2017 2018 2019 2020 2021 # tree removal apps (total) 1,327 1,286 1,522 1,653 1,490 1,651 1,534 1,797 # dead apps 246 309 393 261 392 491 404 380 # hazard apps 312 304 215 260 176 174 152 295 # emergency apps 10 15 15 55 17 22 20 58 # forest management apps N/A 2 1 1 4 0 0 0 1 # Type I apps 209 209 319 509 425 428 467 448 # invasive apps 152 171 160 166 130 181 171 188 # Type II apps 374 264 395 380 324 340 311 415 # verification apps 24 13 24 18 26 15 9 12 # Type II apps approved 360 245 374 343 292 294 281 346 # Type II apps denied3 1 0 5 5 2 7 4 2 # Type II apps withdrawn4 13 19 16 32 30 39 26 67 # Type II apps appealed 2 4 1 withdrawn 2 1 withdrawn 4 1 withdrawn 2 4 9 4 withdrawn 3 2 withdrawn Table A.4 Tree application details by permit type, 2014-2021. 1 Tree Code Amendments became effective on 8/18/2016 (Ordinance 2721). 2 Forest Management Permit added as a new permit type on 5/7/2015 (Ordinance 2664). 3 Indicates when an entire tree removal application was denied. More commonly, one or more individual trees from an application is or would be denied, rather than the entire application. (Note: if staff finds a tree cannot be approved, the applicant is given the option to withdraw the tree and get a partial refund in lieu of staff issuing a denial; in these instances, most applicants elect to withdraw the tree from the application.) Staff will begin tracking the number of individual trees withdrawn or denied starting in 2022. 4 Indicates when an entire tree removal application was withdrawn. More commonly, an applicant will withdraw one or more individual trees from an application rather than the entire application (also see Footnote 5). Staff will begin tracking the number of trees withdrawn starting in 2022. A-7 State of the Urban Forest Report | December 2022 Appendix Permit Application Type 2017 2018 2019 2020 2021 Total 2017-2021 Dead 714 686 889 727 665 3,681 Hazard 565 227 271 247 431 1,741 Emergency 67 24 23 27 65 206 Forest Management 81 0 0 0 16 97 Type I 712 607 605 614 640 3,178 Invasive 404 311 8381 466 528 2,547 Type II 764 564 460 344 564 2,696 Verification 290 174 297 506 187 1,454 TOTAL NUMBER OF TREES REMOVED 3,597 2,593 3,383 2,931 3,096 15,600 Table A.5 Number of trees removed by permit application type, 2017-2021. 1 Includes 298 English hawthorns removed for Woodmont Park redevelopment. A-8 State of the Urban Forest Report | December 2022 Appendix City Tree Activities1 2017 2018 2019 2020 2021 TOTAL NUMBER OF TREES PLANTED 1,252 3,548 4,115 5,887 12,554 In Public Right-of-Way 247 195 155 175 136 Park Lands 1,005 3,353 3,960 5,712 12,418 TOTAL NUMBER OF TREES REMOVED 225 134 166 132 878 Total Removed by Public Works (permit type unknown) 195 95 115 100 350 Total Removed by Parks (by permit type below) 41 46 50 32 528 Invasive Permit 18 5 8 0 298 Dead Permit 1 12 38 19 11 Hazardous Permit 20 18 4 8 15 Emergency Permit 0 6 0 5 93 Type II (Iron Mountain and Woodmont Parks) in 2021 2 5 0 0 111 Forest Management Acres in restoration (Data based on fiscal year) 285.81 (FY 16-17) 270.73 (FY 17-18) 356.41 (FY 18-19) 361.74 (FY 19-20) 373.84 (FY 20-21) Total number of native plants planted 100,114 40,727 50,640 21,680 114,500 (11,000 trees) Per capita spending on trees2 $10.16 $10.98 $11.48 $12.52 $15.44 1 From Parks and Public Works. 2 From annual Tree City USA application. Table A.6 City tree removal and mitigation planting in public parks and rights-of-way, 2017-2021. A-9 State of the Urban Forest Report | December 2022 Appendix Street Tree Equity The methodology for creating the Tree Equity Score based on UTC within the road right-of-way was derived from American Forests Tree Equity Score tool. Lake Oswego adjusted the methodology to use their own UTC model only within the road rights-of-way to measure street Tree Equity and identify priority census block groups. 1. Right-of-Way Target UTC Goal The ROW target UTC goal is meant to be equitable, aspirational and achievable and is developed using the following data: • Tree canopy cover • Census American Community Survey (ACS) 2018 5-year Block Group population estimates • Census ACS 2018 5-year city and block group Median Income estimates The UTC goal is selected based on the generalized biome baseline targets in conjunction with the USDA Forest Service. The options are: • Forest: 40% • Grassland: 20% • Desert: 15% Lake Oswego is in the forest biome so the analysis uses a baseline target of 40% UTC. 2. Canopy Gap The canopy gap, GAP, is calculated by subtracting the existing canopy from the density adjusted target, that is: GAP = GOAL – EC, where EC is % existing canopy for that neighborhood. The canopy gap is then normalized to a score from 0-100. • GAPScore = 100 * GAP / GAPmax , where: »GAPmax is the maximum GAP value citywide for that indicator Notes: If the GAP is negative (i.e., existing canopy is greater than the neighborhood goal), it is adjusted to 0 before normalizing to create the gap score. Also, if GAPmax = 0, then GapScore is set to 0 as well. 3. Equity Priority Score The Priority Score is developed to help prioritize the need for planting to achieve Tree Equity. The priority score includes the following equally weighted characteristics: Income: Less than two times the federal poverty level. Employment: Unemployment rate Race: Percentage of people who are not white non-Hispanic Age: Ratio of seniors and children to working-age adults Climate: Urban Heat Island severity Health: Prevalence of poor mental, physical, respiratory, and cardiac health (composite index) These measures are normalized and combined to create a simple priority index from 0 to 1, where 1 indicates a greater amount of inequity. The indices, N, are calculated as follows: • Ni = (xi - xi,min ) / (xi,max - xi,min) , where, for each indicator, Ni, »xi is the value for that neighborhood for that indicator, i; »xi,max is the maximum value citywide for that indicator, i; and »xi,min is the minimum value citywide for that indicator, i. The Equity Priority score, E, is then calculated as follows: • E = (N1 + N2 + N3 + N4 + N5 + N6) / 6 , where Ni refers to each indicator value (income, employment, race, age, or climate) 4. Tree Equity Priority Score The Tree Equity Priority Score, TES, is calculated by multiplying the UTC Target Gap Score by the Equity Priority Score, simply: • TES = 100 (1 - GAPScore E) A lower TES indicates a greater priority for closing the tree canopy gap. A-10 State of the Urban Forest Report | December 2022 Appendix Table A.7 Census block group table showing socioeconomic attributes, right-of-way percent UTC cover, and the resulting equity priority rankings. 1 Number of children + seniors divided by number of 18-64 adults 2 Hot summery dayBlock Group ID CountyTotal PopulationLow Income (%)Unemployment Rate (%)People of Color (%)Dependency Ratio1Average Temperature2Normalized Health Index (%)Equity Priority ScoreRight-of-way UTC Cover (%)Right-of-Way UTC Gap ScoreTree Equity Priority Score410050203041 Clackamas 2271 10%6%26%70%79.9 28%47 28%12%53 410670320051 Washington 241 10%7%37%2%86.7 75%45 31%9%65 410050204012 Clackamas 953 12%3%29%48%82.4 74%55 33%7%67 410050203022 Clackamas 3162 12%7%22%53%79.1 54%50 33%7%70 410050205041 Clackamas 1100 1%5%16%84%79.6 36%54 35%5%76 410050203021 Clackamas 1042 12%4%23%44%79.7 54%44 34%6%77 410050201003 Clackamas 871 17%0%24%51%82.4 40%43 35%5%81 410510064041 Multnomah 1930 14%6%27%64%76.9 90%53 36%4%82 410050204013 Clackamas 1458 17%4%5%67%79.4 74%44 35%5%82 410510064022 Multnomah 2560 8%1%11%56%75.1 33%19 29%11%83 410050203042 Clackamas 1221 5%0%21%58%81.0 28%30 34%6%85 410050204032 Clackamas 984 10%8%21%52%75.9 34%41 36%4%87 410050203043 Clackamas 2045 18%7%24%47%81.2 28%54 38%2%89 410050202005 Clackamas 1042 24%3%7%111%77.1 36%41 37%3%89 410050205051 Clackamas 1432 29%0%20%232%77.6 35%55 39%1%97 410050205031 Clackamas 1263 9%4%9%62%78.0 44%32 39%1%98 410050204042 Clackamas 1784 8%5%10%94%78.1 31%34 40%0%100 410050201001 Clackamas 2248 12%3%15%81%75.6 40%31 43%0%100 410050201002 Clackamas 1011 11%3%13%78%75.3 40%30 44%0%100 410050202001 Clackamas 1205 10%3%16%40%77.2 36%29 46%0%100 A-11 State of the Urban Forest Report | December 2022 Appendix Block Group ID CountyTotal PopulationLow Income (%)Unemployment Rate (%)People of Color (%)Dependency Ratio1Average Temperature2Normalized Health Index (%)Equity Priority ScoreRight-of-way UTC Cover (%)Right-of-Way UTC Gap ScoreTree Equity Priority Score410050202002 Clackamas 1348 7% 3% 8% 74% 75.9 36% 24 52% 0% 100 410050202003 Clackamas 653 18% 6% 3% 103% 78.7 36% 42 42% 0% 100 410050202004 Clackamas 1963 8% 2% 6% 55% 74.2 36% 16 46% 0% 100 410050203031 Clackamas 2513 15% 0% 21% 35% 77.9 39% 30 40% 0% 100 410050203032 Clackamas 929 13% 0% 10% 68% 78.2 39% 27 47% 0% 100 410050203033 Clackamas 2241 12% 0% 27% 83% 79.6 39% 39 41% 0% 100 410050204011 Clackamas 1705 4% 6% 38% 49% 78.1 74% 51 42% 0% 100 410050204014 Clackamas 1756 14% 5% 12% 103% 76.5 74% 45 41% 0% 100 410050204031 Clackamas 2656 13% 6% 10% 97% 76.0 34% 36 42% 0% 100 410050204041 Clackamas 1966 7% 2% 10% 77% 73.8 31% 18 49% 0% 100 410050205032 Clackamas 1130 13% 3% 5% 81% 75.4 44% 27 53% 0% 100 410510064042 Multnomah 1881 20% 6% 12% 49% 77.8 36% 26 42% 0% 100 A-12 State of the Urban Forest Report | December 2022 Appendix The UTC models developed by the City and Metro were derived using GIS software with image analysis capabilities using Lidar and multispectral imagery. The Lake Oswego models from 2014 and 2019 are used to analyze UTC cover and height distribution across various land cover classifications within the city. The Lake Oswego UTC model assesses canopy cover at various heights and uses 10 feet as the minimum height threshold based on the Lidar data. The 10-foot minimum height for inclusion in the UTC model was chosen to support an earlier analysis to determine effective stream shade in support of the City’s Temperature TMDL. Ten feet is the threshold for classification as tree canopy for the analysis in DEQ modelling tools. The 10-foot cutoff also matches what is used by Metro in its regional UTC model. While the argument could be made that a 10-foot hedge or small yard tree should not be considered part of the urban forest canopy, it is important that the City’s analysis is consistent with the data used by state and regional agencies. Additionally, smaller stature trees and large shrubs do in fact contribute to many of the positive environmental impacts discussed in the earlier chapter on urban forest benefits. The UTC model developed by Metro based on the 2019 Lidar and aerial imagery is used for a regional comparison of Lake Oswego to other cities with regards to percent canopy cover. Metro’s UTC model was created independently of Lake Oswego’s based on the same data inputs. However, the Metro model was created using different analytical processes, which resulted in slightly different results. Figure A.1 depicts some of the differences between the two models in one area of the city. The 2019 Lake Oswego UTC model had an overall accuracy of 97 percent based on a assessment of 200 randomly generated points across the City. Metro’s UTC model had a very similar accuracy reported at 96.4 percent. Based on the model metadata from Metro and canopy results shared in this chapter on Lake Oswego city-wide UTC percent cover, the tendency for the Metro UTC model is to underestimate canopy cover (by up to 3 percent) by missing some trees in the cover. The City’s model tends to overestimate canopy cover by up to 3 percent, sometimes misclassifying tall objects from Lidar that have spectral characteristics similar to vegetation, like edges of buildings that are heavily shadowed in the aerial or sections of vegetation under overhead wires. Lake Oswego’s model relies more heavily on the Lidar, and the Metro model relies more heavily on the aerial for classification of canopy. These observations are evident in the images below showing both the Lake Oswego UTC model and the Metro UTC model overlaid with the 2019 Lidar height surface and the aerial imagery. Urban Tree Canopy Model Methodology Comparing the Lake Oswego and Metro UTC Models A-13 State of the Urban Forest Report | December 2022 Appendix Large trees missed in Metro model Overhead wires over grass classified as canopy in LO model Tree missed in Metro model Figure A.1 Left—2019 Lidar Height Surface. Right—2019 Aerial Imagery. Cyan lines depict the 2019 Lake Oswego UTC Model and the red lines depict the 2019 Metro Regional UTC Model. Similar overall accuracies are reported for the two models. The tendency of the Lake Oswego model is to over-estimate the canopy cover in some areas, and the tendency of the Metro Model is to under-estimate the canopy cover. A-14 State of the Urban Forest Report | December 2022 Appendix UTC Analysis Process in GIS The following steps provide an overview of the methodology for creating the UTC height model performed in GIS software. It is important to note that large waterbody areas like Oswego Lake, the Willamette River, and the Tualatin River were removed for the analyses since there is no potential for canopy cover in these areas. Step 1. Aerial Imagery Processing Infrared cameras are used to collect multispectral imagery that includes a near- infrared band that GIS software can make use of to create a Normalized Difference Vegetation Index (NDVI), as shown in Figure A.2. The NDVI is calculated using values from the red and near-infrared bands from the imagery and is a great indicator of vegetation that can be used to isolate tree canopy cover. Step 2. Lidar Processing The Lidar point cloud for the City of Lake Oswego is made up of over 2 billion points that represent individual pulses from aerial Lidar collection. Each point is populated with important information such as elevation, classification, return number, color, and intensity. Some of these Lidar point cloud attributes are depicted in Figure A.3. The Lidar point clouds are used to generate surfaces. Figure A.2 Creation of the NDVI Layer using multispectral imagery. Figure A.3 Lidar point cloud with the various attributes used for visualizations and feature extractions. A-15 State of the Urban Forest Report | December 2022 Appendix Step 3. Isolating the UTC Height Model An automated process was developed in the ArcGIS Pro environment to derive the UTC model from the aerial and Lidar input datasets. From the Lidar point cloud information, a Normalized Digital Surface Model (nDSM) is first created. The nDSM represents the height above ground of all objects. The UTC model is extracted by combining the object height from the nDSM (features of at least 10 feet) with the spectral information from the NDVI. Manual desktop cleanup is performed on the UTC model after the automated extraction of the canopy to clean up errors until the goal UTC model accuracy of 97 percent is achieved.Figure A.4 Canopy Height Model derived in ArcGIS Pro using information from the Lidar and multispectral imagery A-16 State of the Urban Forest Report | December 2022 Appendix Understanding Canopy Change By overlaying the 2014 and 2019 UTC models, a visual is produced that highlights locations of new or lost canopy cover across the City. In the map below, the bright green areas represent new canopy in the model. Much of the growth from 2014 to 2019 is attributed to horizontal (outward) growth of tree crowns. There are also existing trees that reached the minimum height of 10 feet to be included in the model. Orange areas represent canopy loss or tree removal. The model includes all types of trees including native, nonnative, and invasive species. Figure A.5 Typical canopy change from 2014 to 2019. Cyan areas show new canopy in the 2019 model and orange areas show canopy loss from 2014 to 2019. A-17 State of the Urban Forest Report | December 2022 Appendix The CST demonstrates how much carbon Lake Oswego’s greenspaces including trees are storing, and how much more carbon might be able to sequestered if the urban forest is expanded. The tool uses a GIS-based map that measures the amount of carbon that is being sequestered today in Lake Oswego and a spreadsheet model that estimates how much more carbon could be sequestered through tree planting on public land. Inputs The following inputs and assumptions are necessary to run the CST. Existing Carbon To fully understand the carbon sequestration benefits of future tree planting, it is necessary to have a full accounting of existing carbon sequestered both below ground (in the soil) and above ground (in organic matter like grasses, shrubs, and trees). Existing above-ground carbon was modeled using multiple data sources to develop an appropriate representation of land cover. Land cover designations were then related to above-ground carbon densities (carbon per acre) for grasses, shrubs, small trees, and large trees based on calculations from the national tree benefits calculator and cross referenced with estimates from the California-based carbon sequestration model TerraCount. A representative tree and shrub mix for Lake Oswego was used, gathered from interviews with City staff and review of the City’s 2009 State of the Forest Report. An estimated tree-density-per- acre of 40 for shrubs and small trees and 20 for large trees was applied.Below-ground carbon was estimated using USDA-NRCS Soil Survey Geographic data. Among other things, SSURGO estimates measure the existing soil organic carbon in soil types detailed in the soil polygon map. Soil organic carbon from 0-100 centimeters below ground was included in the analysis. Total existing carbon estimates were then assigned to each taxlot parcel in Lake Oswego to get a lot-by-lot snapshot of existing carbon to which additional tree planting could be applied and the carbon sequestration benefits measured. DATA SOURCES: • National Tree Benefits Calculator: tree carbon sequestration rates • TerraCount: carbon sequestration rates for grasses • Soil Survey Geographic Database: carbon sequestration rates for soils • Metro’s Regional Land Information System: taxlot parcel data • Parametrix: Landcover classifications, digital terrain and digital surface models, tree canopy height models Data Used Year Application Taxlot Parcels 2020 Above-Ground Carbon, Below-Ground Carbon Landcover classifications 2020 Above-Ground Carbon Tree Canopy Height Model 2014, 2019 Above-Ground Carbon Digital Surface Model 2019 Above-Ground Carbon Digital Terrain Model 2019 Above-Ground Carbon Soil Survey Geographic Database 2021 Below-Ground Carbon Table A.8 Data used for existing carbon calculations. Carbon Sequestration Tool Methodology A-18 State of the Urban Forest Report | December 2022 Appendix Strategies for Future Tree Planting Two tree planting strategies were calibrated in the model—Urban Forest Expansion and Street Tree Planting. URBAN FOREST EXPANSION Urban Forest Expansion focuses on increasing tree canopy outside of the public right-of-way (trees in the right-of- way are considered “street trees”), in areas such as parks and open spaces. The trees that can be planted in this area generally have fewer constraints (such as narrow planting strips and overhead high voltage wires) than street trees in terms of the size and species of tree that can be planted. The Urban Forest Expansion strategy involves pairing an assessment of the carbon in existing trees, from iTree and the National Tree Benefit Calculator, with an assessment within the spreadsheet model of the carbon potential of planting new trees. The annual carbon sequestration rate assumed for this strategy is based on a blended average of a variety of frequently planted and climate appropriate native and non-native tree species selected from Lake Oswego’s Right Tree Right Place guide. Trees selected represent a variety of functional types (large-medium-small form, evergreen and deciduous dormancy) though focused on trees and larger tree types that sequester the greatest amounts of carbon. Total carbon sequestration in any future year is based on the number of trees planted each year, and growth curves applied to estimate the total carbon sequestration potential in any year for that mix of species and ages. Sequestration Benefits The Urban Forest Expansion strategy includes two rates of application. A high application rate of planting 60 trees per acre is estimated to sequester 9.43 MgC/acre/year until peak sequestration is reached. A lower application rate of planting 30 trees per acre is estimated to sequester 4.72 MgC/acre/year. Species Mix Calibration % Species Rate MgC/yr/tree Rate MgC/yr/ac* Age at Peak Sequestration DBH at Peak Growth 10% Oregon White Oak 0.064 3.84 150 50 10% Ponderosa Pine 0.125 7.5 200 40 10% Douglas-fir 0.083 4.98 100 40 10% Southern Magnolia 0.28 16.8 80 20 10% Incense Cedar 0.09 3 100 40 10% Bigleaf Maple 0.13 7.8 80 50 10% American Linden 0.26 15.6 100 20 10% Accolade Elm 0.24 14.4 80 20 10% Red Maple 0.21 12.6 80 20 10% Cascara 0.09 5.4 60 10 Table A.9 Tree species mix inputted into the model for the Urban Forest Expansion strategy. A-19 State of the Urban Forest Report | December 2022 Appendix Urban Forest Expansion Strategy Costs Trees provide many ecosystem services and social benefits that can translate into an economic benefit for cities and their communities. However planting and maintaining trees also costs money. In order to understand the fiscal costs of any Urban Forest Expansion strategy, the cost of implementation must be considered. Cost estimates are broken down into two types of costs: initial costs per acre to plant and annual costs per acre to maintain trees as they establish. Cost of pruning of mature trees or tree removal was not included in the cost estimate. • Low Density Plantings for Higher Recreational Use Areas »$450/acre for planting small stock saplings (less than 1” caliper) - $9,000/ acre for planting large stock saplings 1-2” caliper) at a density of 30 trees/acre. »$6,480/acre maintenance, including watering during summer months for the first 3 years, and structural pruning of young trees. • High Density Plantings for Open Space and Natural Areas with Low Recreational Use »$900/acre for planting small stock saplings (less than 1” caliper) - $18,000/ acre for planting large stock saplings 1-2” caliper) at a density of 60 trees/acre »No maintenance costs will be incurred because trees planted will be treated as a natural area. A-20 State of the Urban Forest Report | December 2022 Appendix STREET TREE PLANTING The Street Tree Planting strategy explores planting street trees that are primarily in the public right-of-way such as parking strips and medians, or adjacent to a street in unimproved rights-of-way. This type of planting is generally more constrained than Urban Forest Expansion. The carbon sequestration potential of planting new street trees is assessed by applying an average of a mix of tree species. The tree mix was chosen from frequently planted and climate appropriate tree species of a variety of functional types (large-medium- small form, evergreen and deciduous dormancy) and will be counted on a per tree basis. If data is available, the model will consider the limitations and opportunities of the range of available potential planting locations. Total carbon sequestration in any future year is based on the number of trees planted each year, and growth curves applied to estimate the total carbon sequestration potential in any year for that mix of species and ages. Sequestration Benefits Application of the Street Tree strategy will sequester 0.13 MgC/Tree/Year until peak sequestration is reached. Street Tree Planting Strategy Costs Street trees provide many ecosystem services and social benefits that can translate into an economic benefit for cities and their communities. However, planting and maintaining street trees also costs money. In order to understand the fiscal costs of our proposed Street Tree Planting strategy, we include the cost of implementation. Cost estimates are broken down into two types of costs: initial costs per acre to plant and annual costs per acre to maintain trees. These represent the total cost to plant and maintain the trees over their lifespan. Cost of pruning of mature trees or tree removal was not included in the cost estimate. • $300-400/tree for coordination and planting of a large stock tree (1-2” caliper). • $216/tree for maintenance, including watering during summer months for the first 3 years, and structural pruning of young trees. Species Mix Calibration % Species Rate MgC/yr/tree Age at Peak Sequestration DBH at Peak 10% Douglas-fir 0.083 100 40 10% Accolade Elm 0.24 100 20 10% Zelkova 0.14 80 20 10% Black Tupelo 0.12 80 20 10% Red Maple 0.21 80 20 10% American Hornbeam 0.03 60 10 10% Persian Ironwood 0.05 60 15 10% Paperbark Maple 0.08 60 10 10% Southern Magnolia 0.28 80 20 10% Japanese Snowbell 0.07 60 8 Table A.10 Tree species mix inputted into the model for the Street Tree Planting strateg.