Agenda Item - 2024-01-02 - Number 05.3 - Chamber of Commerce Annual Report 5.3
44 COUNCIL REPORT
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Subject: First Annual Report from the Lake Oswego Chamber of Commerce
Meeting Date: January 2, 2024 Staff Member: Jessica Numanoglu, Director
Report Date: December 21, 2023 Department: Community Development
Action Required Advisory Board/Commission Recommendation
❑ Motion ❑ Approval
❑ Public Hearing ❑ Denial
❑ Ordinance ❑ None Forwarded
❑ Resolution ❑X Not Applicable
❑X Information Only Comments:
❑ Council Direction
❑ Consent Agenda
Staff Recommendation: No Council Action is requested—informational only
Recommended Language for Motion: NA
Project/ Issue Relates To: Economic Development goal and initiative
Issue before Council:
❑X Council Goals/Priorities: Support business investment and job creation in Lake Oswego.
Council Initiative: Implement the initiatives in the 2022 Economic Development Strategy and
Resource Plan.
ISSUE BEFORE COUNCIL
The Lake Oswego Chamber of Commerce ("Chamber") will present its first annual report to the
Council, providing an overview of the activities and services it performed in 2023 in accordance
with the Scope of Work outlined in its contract with the City.
BACKGROUND
In December 2022, the Council adopted an Economic Development Strategy and Resource Plan
(Attachment 3), which is intended to "Support business investment and job creation in Lake
Respect. Excel'ence. Trust. Service,
503-635-0215 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY
Page 2
Oswego." Because the Chamber is uniquely positioned as the primary business-focused
nongovernmental organization within Lake Oswego, the City entered into a contract in
December 2022 with the Chamber to carry out specific elements of the Plan. The purpose of
the contract is to strengthen the Lake Oswego business community through community
partnerships, education and training, and marketing to business and visitor prospects.
The Chamber contract is a 3-year pilot program. The term of the contract is one year, with two
annual options to renew through December 2025. The first year of the contract was funded
with a $50,000 ARPA Grant. The contract budget for the remaining two years of the pilot
program is $50,000 annually, indexed for inflation.
DISCUSSION
In accordance with the goals and objectives of the Economic Development Plan and Strategy,
the contract's Scope of Work (Attachment 2) outlines tasks to be completed by the Chamber in
coordination with the City. These tasks fall under three broad categories:
• Business information collection and dissemination;
• Business education and training; and
• Business outreach and engagement.
In addition to meeting quarterly with City staff, the Chamber is to provide an annual report
that:
• Analyzes the specific steps taken to perform the tasks in the Scope of Work
• Summarizes the assistance provided by the Chamber for:
o business retention or expansion
o attraction of prospective businesses
o technical or educational assistance provided to businesses from the Chamber or a
Chamber's partner
• Summarizes the promotional activities undertaken by the Chamber.
The Chamber's annual report is included as Attachment 1 and discusses the activities and
services it has performed over the past year to implement the Scope of Work.
ATTACHMENTS
1. Chamber of Commerce Annual Report with Attachments
2. Scope of Work for Chamber Contract
3. Economic Development Strategy and Resource Plan
Respect. Excel'ence. Trust. Service,
503-635-0215 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY
ATTACHMENT 1
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LAKE 0 SWEGO
CHAMBER OF COMMERCE
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2023 City of Lake Oswego Grant Report
January 1, 2023—December 31, 2023
Background
The Chamber and the City entered into a contract in December 2022 for the Chamber to provide services
broadly revolving around economic development.These services included information gathering,
research and reporting on workforce and employment issues, background information and statistics on
business conditions and trends, business list maintenance, business education, business surveys and
other matters. Over the past year,the Chamber performed the following services in accordance with the
scope of work tasks in the contract:
Task 1—Business information collection and dissemination. Collect and disseminate information on
existing and prospective businesses and business locations to support business investment and job
creation in Lake Oswego.
• Conduct biennial business community surveys to inform City's economic development
strategy. [Note—to be conducted in 2024]
• Maintain list of businesses in Lake Oswego, including non-Chamber members.
• Host annual business walk and interviews.
• Facilitate information sharing between City and Chamber.
• Provide resources to assist businesses interested in locating, expanding, or remaining in the
city limits.
Inventorying and Tracking Commercial Properties
Over the past year,the Chamber has built and maintains two lists to assist in inventorying all commercial
properties in the City and identifying properties available for business location or re-location. First is a
list of all properties zoned Commercial/Industrial/Retail in zip codes 97034 and 97035.This information
was obtained from Clackamas County Assessment and Taxation records and provides a comprehensive
list of all commercial properties in the City.The second is a list of commercial properties currently
available for lease that the Chamber developed in coordination with contacts in the Commercial Real
Estate industry and by personally observing "for lease" signs in business districts. Denise Brohoski of
Commercial Real Estate NW regularly provides updated information on vacancy rates for commercial
properties in Lake Oswego (Kruse Way, Downtown, Boones Ferry) and comparisons with Portland
vacancy rates. The Downtown vacancy rate is a very healthy 5.9 percent at the end of 2023. Boones
Ferry is at 16.4 percent and Kruse Way is at 28.2 percent. A key factor we are monitoring is the amount
of space that will come "off lease" in 2024 and whether those leases will be renewed. The Downtown
rate also bears watching to ensure we are not discouraging business formation due to lack of appropriate
spaces. Charlie Digregorio of Norris &Stevens provides regular updates on their available properties for
lease. In the coming year, we will continue to build relationships with commercial brokerages working in
Lake Oswego.
Information Sharing and Coordination between the City and the Chamber
The Chamber receives a list of all new business licenses issued by the City monthly for the purposes of
tracking, communicating, and networking with new businesses. In early in 2023,the Chamber identified
the need to expand the information that is collected with the business license applications and
coordinated with the City to revise the application to include a local contact in cases when business
licenses are paid by a national headquarters, or an accounting or legal firm not located in Lake Oswego.
Minority and women-owned categories were also added to the business license application, which helps
the Chamber in identifying and notifying eligible businesses of grant opportunities and crossover
benefits through the Business Recovery Center(Note:the BRC will close at the end of June, 2024 and the
Chamber is determining which of its services to continue).
Between May and October 2023,the Chamber hosted a monthly"New Business Meet&Greet" series.
New Business License applicants were invited to attend one of these events in the three months
immediately following their registration. At these meetings, local business owners and Chamber Board
and staff members discussed the resources available to businesses through the Chamber and staff from
the City Manager's Office provided background on the City's services and operations and answered
questions. A total of 70 new business owners or representatives attended, averaging about 12 per
month.
Assistant City Manager, Megan Phelan, attends monthly Chamber meetings to provide updates on City
Projects and programs. In addition,the City's Long-Range Planning Manager attended two Chamber
meetings in 2023 to provide information and seek feedback on the Housing Production Strategy and
Citywide Parking Reform [Climate-Friendly and Equitable Communities Rules (CFEC)] projects, and served
on the panel for the Kruse Way Economic Forum on "Affordable Housing and the Impact on Businesses",
sponsored by the Chamber.
Resource Assistance to Businesses
Over the past year, only a half-dozen businesses contacted the Chamber for information on available
commercial space in the City; however, due to the commercial property inventory we maintain we were
either prepared to make immediate suggestions or provide information to these businesses after some
additional research. The most recent request was made at the November"Holiday Happy Hour," in
which the Chamber was asked to assist in identifying a location for a new Ceramics Classroom business.
The Chamber upgraded information about business formation and location on the Chamber website but
will continue to improve the information and web accessibility.The Business Recovery Center has a job
board available to all Lake Oswego/West Linn businesses that will transition to full Chamber
responsibility in June 2024, and Chamber members may use the website for job availability outreach.
Business Interviews and Surveys
In the Fall,the Chamber began surveying local businesses. Chamber solicitation of feedback from the
business community is on-going. We asked the City for suggestions of questions to ask along initially
with questions about the City's "A-Frame sign" regulation. The City was interested in having a general
sense of business interactions with the City(beyond just applying for a business license). Interim results
show uniformly positive reactions to these interactions with the City. A"test" survey was emailed to
about 100 local businesses and the questions that were asked (Attachment A), which include those
about business/City interactions. Chamber Staff also asked these and other questions during personal
visits with several dozen businesses along with informal chats at Chamber events such as Networking or
while distributing Wine Walk materials covering several dozen more.This outreach also gave us a chance
to work with the City to resolve a non-A-Frame signage concern with a Chamber Member business and
the City was very responsive and able to provide good information in a timely manner for the business
owner
Task 2: Business Education and Training. Provide strategic business assistance including education and
training to support business investment and job creation in Lake Oswego.
• Conduct trainings and workshops hosted or sponsored by Chamber.
• Provide business counseling, technical assistance, business education, and business plan
review services to small businesses.
• Develop and maintain relationships with agencies and governments that provide
aforementioned services to businesses.
• Maintain and disseminate information about available grants and other funding sources in
coordination with other agencies, government, and nonprofits.
Business Training,Workshops and Technical Assistance
In addition to the "New Business Meet&Greets" discussed above, which gave new businesses
information about the City and the business community at large while introducing them to important
City and business community contacts, the Chamber also provided a number of educational "classes"
over the past year. We initiated a "Business Law Series" consisting of two events in 2023 that served 14
businesses.These focused on Business Succession Planning and Oregon's new Paid Leave program and
each featured presenters from local law firms. In addition, we partnered with the Lake Oswego Library
for a program on current developments in Artificial Intelligence and how it might be used for
business/product marketing (4 attendees) and also partnered with Lake Oswego Fire to present a
program on Emergency Communications (6 attendees). See Attachment B for all event attendees. We
hosted Lake Oswego Police Chief George Burke for two events to discuss recent break-ins in Lake Oswego
and how businesses can prevent them.The Chamber's ongoing role in coordinating with the Business
Recovery Center provided 14 learning opportunities focused on important Human Resources questions
and using Social Media to market your business, products and services. These events served 93 local
businesses.
Relationships with Agencies and Governments
We have developed good working relationships with many Clackamas County entities (both government
and NGO)that are involved in economic development and Workforce Development issues (see
Attachment C). The Chamber participates in a twice-monthly Zoom call with this group,which typically
focuses on economic and workforce development along with travel and tourism.This allows us to stay
current with developments in these areas and to recognize and understand trends that others are
experiencing that Lake Oswego might need to know about, such as workforce housing or childcare, but
also to provide help where possible to these entities who have problems or projects with which Lake
Oswego has experience. As an example, some non-Lake Oswego childcare providers were having
problems with insurance for their businesses and we were able to refer them to local LO agents for
assistance.
Business Grants and Funding Sources
The Chamber has been monitoring grants available through GrantWatch and we have reached out to
some of our community partners such as the Library and the Arts Council when grants appear that seem
to be in their wheelhouse. We have also passed along grants intended for specific kinds of businesses,
such as about 400 Woman-owned businesses, which were eligible for a grant through the Stacy's Rise
Project. We do not have a process in place—aside from voluntary disclosure by our contacts-to
determine whether businesses or partners follow through on applying for these grants or whether the
grants are ultimately awarded. This may be an area to consider for improvement for 2024.
Task 3: Business Outreach and Engagement. Coordinate and cross-promote local events to support local
businesses.
• Market local businesses to Lake Oswego community and visitors.
• Leverage and cross-promote business and community events, including activities hosted by
groups that receive grants from the City.
• Provide accurate and timely information to visitors about businesses and upcoming events.
• Provide district-specific engagement with businesses in Lake Grove, Downtown, Kruse, and
other areas.
Marketing Local Businesses
The Chamber provides several avenues through which local businesses can be marketed to Lake Oswego
residents, other businesses and visitors. These include, but are not limited to, regular features in our
newsletter, weekly"networking" opportunities, and promotion of local businesses at our events. Our
distribution list of 1,700 has a 50%open rate weekly. This same strategy holds for our community
partners, including Meals on Wheels,the Veterans Memorial, the Car& Boat Show, the Arts Festival, and
so on. We provide our community partners with free access to the "events calendar" on our website.
The Chamber has a good relationship with the Lake Oswego Review and works through reporter Corey
Buchanan to draw positive attention to the Lake Oswego business community.
The Chamber has been active in representing Lake Oswego at events in Clackamas County and around
the State to keep the Chamber and City informed about broad business and travel, marketing, and
tourism (potential business customer) issues. These included the Governor's Conference on Tourism,
Travel Oregon conference in La Grande, a Transportation Forum focused on Tolling in Tualatin and an
Oregon Economic Development Association event in Salem dealing with Workforce Development issues
among others like regular Clackamas Business Alliance meetings held in Oregon City and Lake Oswego.
(see Attachment D for a list of meetings attended in 2023). All these events allowed the Chamber to
better understand current and developing issues in the business community, and to be ready when the
City, our members, or other businesses contact us about them. The Chamber Board of Directors set a
2024 goal of even more Chamber participation and visibility at local events.
The Chamber works with State agencies to discover information about business conditions in Lake
Oswego. Typically, government statistics are available that cover all of Clackamas County but fewer Lake
Oswego specific statistics are generally available.The Oregon Employment Department is a resource for
zip code level information that allows snapshots of Lake Oswego business conditions, and to compare
them over time. Metrics are available for items like the prevalence of commuting versus living and
working in town,the size of Lake Oswego-based businesses (based on total employment and payroll),
growth of the "work from home" movement and others (see Attachment E for report examples).
Typically, reporting of statistics from Agencies runs at least a year and frequently more behind the
current year—so,for example, we found that total employers in Lake Oswego grew 2.35 percent from
3,150 to 3,224 from 2021 to 2022. Given the reasonably good economic conditions,this growth is likely
to have continued in 2023 but that won't be verified through official channels for some months yet.
Lake Oswego is highly dependent on small business for its employment—firms employing fewer than 50
people represented 97.49 percent of Lake Oswego businesses and almost 60 percent of total
employment. We also determined that in 2020 over 90 percent of people who work for Lake Oswego-
based businesses live outside the City while 14,000 Lake Oswego residents commute outside the City for
work. Although much of this is already obvious to the City Council,these statistics can inform decision-
making on matters such as affordable housing,transportation, and business regulatory policies.
Business and Community Events
The Chamber, working with the West Linn Chamber and the Business Resource Center, staged Lake
Oswego's first"Health and Wellness Fair" in October. This allowed us to work with the City, promote
local businesses engaged in this sector and provide the Chamber with the experience and tools to follow
up with an improved event in 2024. About 40 local businesses (both Chamber Members and non-
Members) participated as vendors and about 600 Lake Oswego residents attended. The event was very
well-received by"vendors"who appreciated the chance to "get the word out" about their services and
see the large, interconnected health and wellness community Lake Oswego has to offer gathered in one
place. We also gathered good feedback about potential timing of a future event, as well as some really
helpful suggestions about logistical matters such as equipment load-in.
The Chamber has updated its website and now maintains information or links to information about
current or upcoming events, both those sponsored by the Chamber and its Members along with more
general community events held at the Arts Council or Library, and with regular updates for "cultural"
events such as Lakewood Theatre productions. Many of these events are also promoted in the weekly
Chamber Newsletter or are announced at Friday Networking or other Chamber gatherings. The
Chamber will continue improvements to our web and Social Media presence in 2024.
District-specific Engagement with Businesses
The Chamber is broadening its outreach to business districts of Lake Oswego. For example, we have
planned a new event in 2024—the Lake Grove Wine Walk—which we are hopeful will duplicate this
event's success in the Downtown area. The Chamber is an on-going sponsor of the Kruse Way Economic
Forum which typically draws about 100 local business attendees from around Lake Oswego and
elsewhere to events twice a year. We make a conscious effort to hold Staff meetings at various
restaurants around town and have visited Boones Ferry and Westlake in 2023. In 2023,the Lake Grove
Business Association became a permanent Committee of the Chamber(Lake Grove Business
Committee), holding monthly meetings to address Lake Grove business issues. In November,the
Committee was the host for Police Chief George Burke, discussing preventing business break-ins.
Chamber Staff frequently visits the various Lake Oswego business districts, including for Friday
Networking and to talk with business owners.
Conclusions Drawn
The Chamber, its Members and Lake Oswego businesses as a whole have benefited from our contract
with the City in a variety of ways during 2023. The contract has allowed the Chamber to broaden its
outreach to businesses across our City, and to welcome new businesses and try to help them get off on
the right foot. It has allowed us to provide training to businesses in changes to laws and regulations they
must know about, as well as in safety and technological advances that could be useful in protecting or
growing a business. It allowed us to develop new programming, such as the "Health &Wellness Fair"
that provided visibility to a specific business sector that benefits all Lake Oswego residents, an event we
plan to conduct again in 2024.
The contract also made a tremendous difference in the Chamber's ability to gather information,
including most importantly, Staff attendance at relevant meetings around the State and region and to
forge or renew partnerships. Some see Lake Oswego as an "insular" community, and the Chamber's
presence on behalf of the city at meetings large and small is set against this reputation.
Significantly,the contract has revealed ways that the Chamber and the City can work together to
accomplish shared goals, including continuing to be a welcoming and inclusive community for business
location and growth. As just one example,the City's willingness to adapt the information it requests on
Business License applications in response to our requests has allowed us to reach out to businesses and
offer them an immediate immersion in the City's business life and to connect them to leaders at the City
and in the business community. It also has allowed us to do a better job of informing Woman-or
Minority-Owned businesses of opportunities for grants and to identify local representatives of
companies whose headquarters may be out-of-state.
For 2024,we can identify areas for improvement for the Chamber's work. Specifically, we need to do a
better job of learning which areas of business training are important to businesses that are already
established and then providing that training. We believe we can partner with Portland Community
College or Clackamas Community College in both these areas. We also need to continue, expand, and
publicize our outreach as a resource, especially in the area of grant availability and may need to
determine how we can devote resources to assist busy business leaders with this process.
We look forward to working with the City Manager's office and the City Council in providing them with
information in the coming year. Chamber Staff are always available to discuss or research items of
interest that the City may be considering.
Attachments
Attachment A—Questions asked in email"test"of about 100 local businesses and"A frame sign
regulation responses
Attachment B—Attendees at Chamber events, with samples of invitational flyers
Attachment C—List of Clackamas County entities(Government/NGO)Chamber contacts.
Attachment D—List of meetings Chamber representatives attended in 2023
Attachment E—Examples of reports generated from partnership with State Agencies
ATTACHMENT A LAKEOSWEGO
CHAMBER OF COMMERCE
EST. 1941
K
FORGING RELATIONSHIPS.
BUILDING COMMUNITY
Lake Oswego Chamber Business Survey - August
2023
Your Name
0/250
Your Title
0/250
Business Name
0/250
Your email address
0/250
Why did you choose to locate in Lake Oswego?
0/500
What keeps you in Lake Oswego?
0/500
Please describe any interactions you have had with the City of Lake Oswego
0/500
Do you have any suggestions on how City services to business could be improved, or
areas where you believe the City might be helpful to your business?
0/500
"Suggestions" continued, if needed
0/250
Why did you choose to locate in Lake Oswego?
0/500
What keeps you in Lake Oswego?
0/500
Please describe any interactions you have had with the City of Lake Oswego
0/500
Do you have any suggestions on how City services to business could be improved, or
areas where you believe the City might be helpful to your business?
0/500
"Suggestions" continued, if needed
0/500
"Suggestions" continued, if needed
0/500
Submit Survey
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. Business Responses to A-Frame Sign questions
(Through September 11, 2023)
Question: "Lake Oswego currently restricts the use of A-Frame advertising signs. If allowed, do you
believe they would be helpful to your business?"
- Absolutely! They would help a lot!
- Not in our case, and frankly I don't' like the look of them
- Not applicable to our business on the 4th floor of an office park building. I like the A-Frame signs
to highlight special events or notices,yet not all the time.
- We do not have a sign for our building, which is something our landlord has been "working on"
since we moved here in 2019. An A-Frame sign would not be what we want.
- No, not for what I do.
- Not for me but I can see where some stores on 43 and A Street could benefit from that
- YES. My experience in 20+years of business is that they are critical for capturing the interest of
passing foot and vehicle traffic—think about the visual field as one is walking along. For the most
part, we're looking where we're going, down along the ground, not scanning windows or looking
deep inside. Also looking at our phones. DOWN. From an advertising perspective,that's critical
visual real estate.
- Not for my business, but I support
- As someone who doesn't live in Lake Oswego proper but has worked here for 25 years, my only
advice would be that if the city does revise the sign code to allow A-frames,to not let businesses
use branded ones, e.g.,with a beer-brand logo on it, make them create their own so it at least
feels a product of Lake Oswego rather than some corporate behemoth making their way into our
city.
ATTACHMENT B-1
LAKE OSWEGO
CHAMBER OF COMMERCE
aki
2023 New Business Meet & Greet
Attendance List*
100%Chiropractic Lakewood Professional Consulting and Training
Adriane Knorr, ND Legal Locator Services
ANC Movers MacLeod 9 Chiropractic
AY Meisner, PC Matisse Capital
Bailey Bodyworks Meadows Executive Office Suites
Blue Heron Services Modcast Productions
Chez Aesthete Moonstone Salon
Codevelop NoBadDays Coaching
Colonial Life Northern Illumination Co
Connect Thrive Therapy One Peak Medical
Disability Law Office NW OnPoint Community Credit Union
Dudek Personal Evolution Programs at Project 360
EMCLG LLC Raven Sky Consulting
Emilie & Lane Marketing Rooted 2 Serve Inc
First Nurses Schooley Mitchell of Portland
Global Travel Masters Scoop Soldiers
Golf Girl Getaways Shokunin Performance Rehab
Grocery Outlet Tigard Sparkwell Coaching
iSandbox Factory Steve Edwards Video and Voice
Keller Kitchen & Bath Sugar Not Wax
Kinetic Kaleidoscope Tree of Life Financial Services
Kirschner Law Twisted Wings Headbands
Lake Oswego Open Studios Wheeler Law
Windermere
*Note: does not include Chamber Board/Staff or Wink and Flair
City Representatives Ziply Fiber
Attachment B-2
4
LAKE OSWEGO
CHAMBER OF COMMERCE
of
2023 Business Law Series
Attendance List*
Cloud Minders
Deno's Pizzeria
Elliott Dale PC
First Nurses
Freeman Motor Co
Ironlight
Left Hand Agency
McGinley Group
McKean Smith LLC
State Farm Insurance
Webber Investments
*Does not include Chamber Board/Staff
Attachment B-3
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CHAMBER OF COMMERCE
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Attendees — Emergency Preparedness with Lake Oswego
Fire Department
City of West Linn
Farmers Insurance & Financial Services
Lake Grove Water District
Oppenheimer&Company
Private Citizen
Private Citizen
IS YOUR BUSINESS READY?
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`"21 Lunch & Learn with LOFD ilk
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Bring your lunch! Learn about the planning necessary for your business to
handle an emergency - how to be prepared, how to maintain
communications, how to protect yourself and your employees. When the
"Big One" hits, help may be a week away! David Smith of the Lake Oswego
Fire Department provides up-to-date information on being prepared.
Lake Oswego Fire Station
300 B Avenue, Conference Room
Parking is on-street. Bring your lunch and your questions. There is no
charge; register at lakeoswegochamber.com.
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_-..� �.,. x- .EMPLOYMENT LAW CHANGES
EMPLOYERS AND MANAGERS NEED TO
KNOW
Keeping Up with a Changing Landscape
The Lake Oswego Chamber of Commerce presents an important
Business Law Event. Oregon's unique "Paid Leave" law is in effect,
and it, along with new 1-9 forms and NLRB decisions, will affect
small business owners and managers. Be sure you understand
your responsibilities under these and other changes.
Buckley Law, PC is a full-service law firm
offering a wide range of expertise in business Thursday, September 14,
and employment law. 2023
Bring your lunch and join the Lake Noon -1:00 pm
ir -
Oswego Chamber for the second
Lake Oswego Chamber
presentation in our Business Law 525 Third St, 2nd Floor
P Series as we welcome Bill Gaar
and Jillian Pollock of Buckley Law. Members: $10
They will discuss how you can Non-Members: $25
� keep up with employment law
changes that can impact your Register by Sept 12th at:
lakeoswegochamber.com
business.
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LAKE OSWEGO
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Attachment C
LkKE OswEGo
CHAMBER OF COMMERCE
Members, Clackamas County Partnership, 2023
Note: The Chamber participates in a twice-monthly Zoom call with representatives of these
organizations.
Canby Chamber Micro-Enterprises Services of Oregon
City of Estacada North Clackamas County Chamber
City of Oregon City Oregon Business Development Center
City of Sandy Oregon City Chamber
Clackamas Community College Oregon City Schools
Clackamas County Economic Development Oregon Employment Department
Clackamas County Workforce Development Oregon's Mt Hood Territory
Clackamas County Workforce Rapid Regional Business Recovery Centers
Response Tualatin Chamber
Downtown Oregon City West Linn Economic Development
Gladstone Economic Development & Wilsonville Economic Development
Tourism WorkSource Portland Metro - Construction
Historic Willamette Main Street Sector Development
ATTACHMENT D
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LAKE OSWEGO
CHAMBER OF COMMERCE
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Local, Regional,Statewide Meetings list
Attended by Liz Hartman or Matt Evans
January—December, 2023
Clackamas County Partners Roundtable—meets every 2 weeks via Zoom.Typically includes
representatives of cities,the County, Clackamas Community College, Oregon Employment Department,
Chambers, Business Recovery Centers. Purpose: information exchange. Notes on file weekly—will
forward as applicable to the City/Jessica.
Oregon State Chamber of Commerce—meets weekly during Legislative Session via Zoom. Chambers
from across the State. Updates on legislative activity that impacts business.
US Chamber of Commerce—meets weekly via Zoom—Chambers from across the country. Updates on
federal legislative activity—Chamber attends based on subject matter(i.e. small business). LO Chamber
is not a regular attendee.
Travel Oregon Conference(March 3-5)—In person at Oregon Convention Center.Travel professionals,
cities, counties, State Agencies, marketing firms,Visitors Bureaus. Report on file with applications for
Lake Oswego planning.
Travel Oregon "Tourism Lifeline Roundtable"—April 27 via Zoom—General discussion of challenges
facing city, county, Chamber visitors' programs. Report on file with application for Lake Oswego.
Clackamas County Workforce(May 3)—Zoom meeting with stakeholders to discuss housing and
childcare challenges.
Travel Oregon "Destination Development Bootcamp" Conference—(May 10-12)—Various
presentations on how to see your city, county, as a "destination" for visitors. How to develop local assets
into "destinations." Travel professionals, grant specialists, destination specialists, cities, counties,
Chambers. Report on file.
Page 1 of 3
Portland Business Alliance-Sponsored METRO Transportation Forum (May 25)—Presentation on
current status of Regional Transportation Plan including projects throughout the region and timeline for
submission to federal government. City, county, regional (Metro/Tri-Met) and State government
representatives along with Chambers, business and various transportation-mode advocates. Ongoing
monitoring for transportation purposes. Report on file.
County Economic Development Meetings—Cindy Moore, Clackamas County Economic Development,
Lynn Wallis, Oregon Employment Department(Clackamas County)—Quarterly, attended by city
representatives, chamber, tourism.
State of the Region presentation (June 6)—Metro President Lynn Peterson, sponsored by the Portland
Business Alliance. Report on file.
Clackamas County Business Alliance(June 5)—All Clackamas County Mayors or their representative
provide updates on issues they are facing. Report on file.
Sustainability Meeting(June 20)—Met with Linda Ganzini (LO Sustainability Network) and Amanda
Watson (City of Lake Oswego)to discuss how Chamber can partner with these organizations to increase
visibility of sustainability initiatives.
Childcare event(June 28)—Sponsored by Clackamas County "Child Care for All" focused on what
businesses see in the need for childcare and how businesses are responding.
Commercial Real Estate(June 22)—Met with Denise Brohoski of Commercial Real Estate NW to discuss
state of commercial real estate and reach agreement on providing statistics.
Oregon Economic Development Alliance Conference (August 7)—All-day event in Salem to discuss
workforce training, housing and related issues. Report on file and provided to City 8/2023.
Clackamas County Economic Development(August 14)—Met via Zoom with Clackamas County ED Laura
Edmonds for overview of economy, county goals.
Meeting with LO Review Staff(August 17)—Base touching on how we can best provide information to
editors and reporters and contacts we might share.
Mayor's Roundtable on Emergency Preparedness(August 24)—Able to assist two Neighborhood
Associations with information about E-Prep publications and contact info for property owners. Report
on file.
Reception with Cong Lori Chavez-Deremer(Sept 5)—Hosted by the Clackamas County Business Alliance
at Duke's Public House. Report on file.
Page 2 of 3
Transportation Forum (Sept 22)—Hosted by the Tualatin Chamber of Commerce,focused on tolling.
Report on file. Following on-going reports from Oregon Tolling Updates.
Economic Development Forum (Oct 4)—Hosted by Clackamas County Business Assn,features all
Clackamas County Commissioners. Report on file.
Meeting with Fire Chief Don Johnson (Oct 26)—Discussion of fentanyl impact on Lake Oswego,
availability of CPR training,AED details. Report on file.
Black Prosperity Dashboard Reveal (Nov 2)—Hosted by the Black Business Association of Oregon.
Report on file.
Clackamas County DA on Fentanyl Crisis(Nov 14)—Hosted by the Clackamas County Business Assn.
Report on file.
Japanese Consular Office Welcome(Dec 19)—Hosted by the Lake Oswego City Council
Page 3 of 3
Attachment E
le do Lake Oswego
Employees Live?
Oreg.n Employment Department Data from 2020
The Overview
The Covid-19 Pandemic changed the nature of work, at least temporarily. It appears that
what at the time was already a growing"work from home" movement received a huge shove
forward during the Pandemic. While many employees are being asked to return to the office,
many other firms have discovered technology can allow productive work from anywhere.
Over time,the Lake Oswego Chamber will track this activity and this document provides a
pre-Pandemic snapshot of where those who work in Lake Oswego were living in 2020.
In 2020, people employed at Lake Oswego businesses primarily lived elsewhere and
commuted to the city for work. Just 2,140 of the city's 22,706 jobs at that time were filled by
a person who lived in Lake Oswego.The primary source of workers is Portland,with about
21.5 percent of all jobs being filled by a Portland resident commuting to the city. Beaverton
and Tigard are the next largest groups of commuters,filling 1,140 and 1,056 jobs respectively.
West Linn, Wilsonville and Oregon City provide a total of another 1,732 workers who were
coming to the city each day.
•
25
20
15
10
5
0 — —
Lake Oswego Portland Beaverton Tigard
Where Workers Commute From as a Percent of all L.O.Jobs
"Prior to the Pandemic, Lake Oswego relied on
commuters to fill 90 percent of sobs. As data
from the post-Pandemic period becomes
available, the Chamber looks forward to
tracking changes in these figures." - Liz
Hartman, CEO Lake Oswego Chamber of
Commerce
Where Lake Oswego Workers Live - All Jobs (2020)
Where do Lake Oswego Workers Live? Job Count Job Share
Total All Jobs 22,706 100 percent
Portland 4,871 21.5 percent
Lake Oswego 2,140 9.4 percent
Beaverton 1,140 5.0 percent
Tigard 1,056 4.7 percent
West Linn 723 3.2 percent
Tualatin 671 3.0 percent
Hillsboro 625 2.8 percent
Wilsonville 543 2.4 percent
Oregon City 466 2.1 percent
Aloha 424 1.9 percent
All Other Locations 10,047 44.2 percent
All data courtesy of Oregon Employment Department- "on-the-map"toot.
Where Do Lake Oswego
Residents Work?
in data from 2020, most LaKe Oswego residents commute out of the city for work
The Overview
The Oregon Employment Department regularly tracks a variety of statistics on where people
live and where they work. This data can have an impact on how and where transportation
projects are developed, cause mass transit service flexibility and impact policy in a variety of
ways.
In Lake Oswego in 2020, most of our residents commuted outside the city to work.While
2,140 residents work right here, more than 14,000 residents left our beautiful city for work
that year. The primary destination was Portland, with Tigard, Beaverton,Tualatin and
Hillsboro filling out the top 5.
Where do Lake Oswego commuters travel for work?
40
30
20
10
0
Portland Tigard Beaverton Tualatin Hillsboro
"It's important to know how many residents are
commuting and where they go. The Chamber will
work to ensure we have lobs and affordable places
to live here in the city for all who want them." - Liz
Hartman, CEO, Lake Oswego Chamber of
Commerce.
Where Workers are Employed Who Live in Lake Oswego
Where Workers Are Employed Job Count Share
Portland 6,301 37.5 percent
Tigard 983 5.8 percent
Beaverton 948 5.6 percent
Tualatin 728 4.3 percent
Hillsboro 472 2.8 percent
Wilsonville 385 2.3 percent
Salem 373 2.2 percent
Gresham 227 1.4 percent
Oregon City 189 1.1 percent
All Other Locations 4,068 24.2 percent
AR data from Oregon Employment Department "on-the-map"tool
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ATTACHMENT 2
Exhibit A:Scope of Work
The partnership between the City of Lake Oswego (the City) and the Lake Oswego Chamber of
Commerce (Chamber) aims to support ongoing tourism and economic development in Lake Oswego.
The goal of the partnership is to strengthen the Lake Oswego business community through community
partnerships,education and training, and marketing to business and visitor prospects.
As a contracted service with the City of Lake Oswego,the Chamber will be implementing the scope of
work outlined below in coordination with the City:
Task 1. Business information collection and dissemination
• Conduct biennial business community surveys to inform City's economic development
strategy.
• Maintain list of businesses in Lake Oswego, including non-Chamber members.
• Host annual business walk and interviews.
• Facilitate information sharing between City and Chamber.
• Provide resources to assist businesses interested in locating, expanding, or remaining in the
city limits.
Task 2. Business education and training
• Conduct trainings and workshops hosted or sponsored by Chamber.
• Provide business counseling,technical assistance, business education, and business plan
review services to small businesses.
• Develop and maintain relationships with agencies and governments that provide
aforementioned services to businesses.
• Maintain and disseminate information about available grants and other funding sources in
coordination with other agencies,government, and nonprofits.
Task 3. Business outreach and engagement (includes but is not limited to visitor-serving businesses)
• Market local businesses to Lake Oswego community and visitors.
• Leverage and cross-promote business and community events, including activities hosted by
groups that receive grants from the City.
• Provide accurate and timely information to visitors about businesses and upcoming events.
• Provide district-specific engagement with businesses in Lake Grove, Downtown, Kruse, and
other areas.
Reporting Requirements:
• Quarterly meetings between Chamber and City to discuss work plan progress
• An annual report that includes:
o An analysis of the specific steps taken to perform the tasks discussed above; and
o A summary report of businesses that received direct assistance from the Chamber
for business retention or expansion.
This report should include:
• The total number of businesses that contacted the Chamber or that were
contacted by the Chamber;
• The number of businesses that received technical or educational assistance
either directly from the Chamber or through an agency with which the Chamber
has a partnership;
• Summary report of prospective businesses the Chamber talked with about
relocating or opening in Lake Oswego; and
• Report on the variety of specific promotion activities executed for the purpose
of attracting visitors to Lake Oswego, especially to attend significant community
events.
o Annual report may be a part of a presentation to City Council.
Timeline& Budget
This scope of work and contract serves a three-year pilot program between the Chamber and the City.
The City and Chamber will have a one-year contract.The City has the option of renewing annually in
December.
To begin this effort for Year One,the City of Lake Oswego will pay the Chamber$35,000 upfront for
provision of services, staffing, and facilitation of communication for fiscal quarter 1. For the remainder
of Year One, an additional $5,000 will be paid at the end of each fiscal quarters 2, 3 and 4,following the
completion of work and acceptance of quarterly work after the quarterly meetings between City and
Chamber.
Pay schedule—Year One:
• Contract execution & beginning of Quarter 1 payment (December 2022)-$35,000
• Quarter 2 report& payment(June)-$5,000
• Quarter 3 report& payment(September)-$5,000
• Quarter 4 report& payment(December 2023) -$5,000
If the City elects to exercise the option for contract renewal,the contract budget will be$50,000
annually, indexed for inflation, paid equal distribution at the end of each fiscal quarter.
Renewed contract pay schedule:
• Quarter 1 report& payment(March) -$12,500
• Quarter 2 report& payment(June)-$12,500
• Quarter 3 report& payment (September) -$12,500
• Quarter 4 report& payment (December)-$12,500
If scope of work changes or expands, budget and contract will be reviewed by City of Lake Oswego and
the Lake Oswego Chamber of Commerce.
ATTACHMENT 3
EXHIBIT 1
10. Qr COMMUNITY DEVELOPMENT
LOt1‘
ECONOMIC DEVELOPMENT STRATEGY AND RESOURCE PLAN
December 2022
1. Business Information Collection and Dissemination.The City can support and encourage business
investment and job creation by staying informed on the needs of existing and prospective local
businesses and other firms with a local presence.This includes maintaining a business inventory,
including commercial vacancies, periodically interviewing property managers and business owners,
and monitoring market conditions and trends.
Strategy: Collect and disseminate information on existing and prospective businesses and business
locations to support business investment and job creation in Lake Oswego:
a. Conduct biennial business community surveys (Chamber)
b. Maintain list of businesses in Lake Oswego (Chamber)
c. Annual business visits/walk and interviews (Chamber)
d. Periodically update the City's Retail and Office Market Studies (City)
e. Information sharing between City and Chamber(City-Licenses; Chamber-above data)
f. Provide resources to assist businesses interested in locating, expanding or remaining in the
city (Chamber-Marketing; City-Permitting)
Resources:The City's role will be accomplished with existing resources in Community Development
and Finance. Initial support for the Chamber's work will be from a $50,000 American Rescue Plan
Act Nonprofit Grant by the City.The Retail and Office Market Studies are prepared by a consultant.
Metrics:
• Business Investment
o Building permit valuation, new business licenses, and commercial vacancy rates
o Assessed value of real property including appreciation in the urban renewal districts
o Retail spending (multiplier)from community events
• Job Creation
o Business license data
o Data from the US Economic Census (5-year cycle)
Reporting: Quarterly meetings between Chamber and City to discuss work plan progress. An annual
report to include:
o An analysis of the specific steps taken to perform the tasks discussed above;
o A summary report of businesses that received direct assistance from the Chamber for
business retention or expansion.This report should include the total number of businesses
that contacted the Chamber or that were contacted by the Chamber;
o The number of businesses that received technical or educational assistance either directly
from the Chamber or through an agency with which the Chamber has a partnership;
Respect, Lx•::el t:rc Trust. Se.vice.
503-635-0215 380 A AVENUE PO Box 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY
Page 2 of 4
o A summary report of prospective businesses the Chamber talked with about relocating or
opening in Lake Oswego; and
o A report on the variety of specific promotion activities executed for the purpose of
attracting visitors to Lake Oswego, especially to attend significant community events.
2. Direct Business Assistance. City staff will assist businesses in accessing city services in the most
efficient and helpful way possible while also practicing continuous process improvement with
limited resources. Whether issuing permits for building tenant improvements, managing business
access during road construction, assisting people at the library as they apply for employment, or
managing the Farmer's Market, city employees play an important role in creating a business-friendly
environment. Although Lake Oswego does not have a single point-of-contact, an economic
development specialist or manager,for businesses, city staff are responsive and provide high-quality
services consistent with the City's Mission and Values of, Respect, Excellence,Trust, and Service.
Because the City does not have inhouse expertise or capacity to provide specialized business
assistance, such as connecting business owners to grants and loans offered by county, state, and
federal agencies,workforce training, and assistance for dislocated workers, we partner with other
entities who have this expertise.
Strategy: Provide strategic business assistance including education and training to support business
investment and job creation in Lake Oswego:
a. Host trainings and workshops to help businesses thrive (Chamber)
b. Provide business counseling,technical assistance, business education and business plan
review services to small businesses. Develop and maintain relationships with agencies and
governments that provide aforementioned services to businesses (Chamber)
c. Maintain and disseminate information about available grants and other funding sources in
coordination with other agencies, government and nonprofits (Chamber-lead; City-support)
Resources:The City's role will be accomplished with existing resources in Community Development
and the City Manager's Office. Initial support for the Chamber's work will be$50,000 in American
Rescue Plan Act funds.
Reporting/Metrics: Same as under Strategy#1.
3. Coordination and Networking.Just as private businesses must network to stay informed and remain
competitive, local governments need to engage with other agencies in order to best serve the
public, including the business community.This was particularly important during COVID-19, as City
staff attended numerous county, regional, and state economic development meetings to secure
financial resources and assist the business community. Current partners and resources include
Greater Portland, Inc., Business Oregon, and Clackamas County, among others.
Strategy: Coordinate with other governments and nongovernmental organizations to support
business investment and job creation in Lake Oswego.
a. The City will continue to interact with Greater Portland, Inc., and other governments,
including counties,the State of Oregon, and federal agencies.
Respect• tx•::el c:r . . Trust. Se vice.
503-635-0215 380 A AVENUE PO Box 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY
Page 3 of 4
b. The Chamber will take the lead on business-to-business networking and education.The
Chamber should also continue to coordinate with the City when they apply for
governmental grants.
c. The City should continue to designate high-level management who can attend Chamber of
Commerce and Lake Grove Business Association meetings to answer questions and provide
updates on City projects and programs.
Resources:The City's role will be accomplished with existing resources in the City Manager's Office.
Reporting/Metrics: Same as under Strategy#1.
4. Permitting.The City of Lake Oswego is known as having a friendly and customer-service oriented
staff but an overly complicated development code and high fees.The Planning Department annually
prepares amendments to the development code to comply with state mandates, improve the code's
clarity and predictability, and to address issues identified by staff and the public in applying the
code.The City also reviews its fees annually and typically increases them based on a regional cost-
of-living index. However,the permit process can still be cumbersome,time-consuming, and in some
cases cost-prohibitive, particularly for small tenant improvements and other commercial projects
that require land use review.Typical impediments to businesses include:
o Zoning/Use restrictions. For example, a bakery owner that wanted to open in the Industrial
Park zone but could not because the code did not allow bakeries (code has been updated);
o Parking requirements can be an impediment where a change of use triggers additional
parking,though (effective January 1, 2023)the State of Oregon's Climate-Friendly and
Equitable Communities Rules reduced or repealed some requirements;
o Lack of public parking in Lake Grove, as compared to Downtown Lake Oswego;
o Development standards that are complex and frequently require design variances,
particularly in the Downtown, and lack of flexibility in some zones for granting variances;
o Time-costs associated with development review and appeals;
o Fees and system development charges.
Strategy: Conduct a comprehensive review/audit of the development code and fee schedule as they
apply to businesses, and remove impediments to business investment and job creation while
maintaining high-quality design and livability.
Resources:This initiative would take at least one year to complete and will require additional
resources in the Planning Department, possibly including consultant services. Allow$100,000 for a
regulatory review and initial recommendations/concepts.
Reporting/Metrics: Business investment and job creation. Establish metrics with community input as
part of the Audit.
5. Planning and Redevelopment.The City can support local business investment and job creation by
making sure that its various land use and urban renewal master plans are current and relevant. For
example,the East End Urban Redevelopment Plan was adopted in the 1986, has been updated
several times, and has reached its debt limit while several planned projects have not been
completed.The Foothills District Framework Plan, adopted in 2011,will need to be updated if the
Respect. excel t:rc Trust. ....
503-635-0215 380 A AVENUE PO Box 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY
Page 4 of 4
Tryon Creek Wastewater Treatment Plant(TCWTP) is replaced with a new facility.The Lake Grove
Village Center(LGVC) Plan and LGVC Urban Renewal Plan should also be reviewed and updated as
needed due to completion of the Boones Ferry Road Project and lack of public parking.
Strategy: Review and update as needed:
a. The East End Urban Renewal District Plan—Update or retire the plan and district.
b. Foothills Framework Plan—Revise or replace the Plan and Foothills District Overlay
(implementing regulations)following approval of a plan for replacing the TCWTP.
c. Southwest Employment Area Plan—Review and update the Plan, including its project list
and Southwest Overlay District, as needed.
d. Lake Grove Village Center Urban Renewal Plan—Review and update the Plan as needed.
Review and update the LGVC Parking Management Plan as needed, and develop a funding
strategy for public parking in Lake Grove.
Resources:This strategy requires several years to complete and additional resources on the order of
$100,000-$300,000 per year, depending on Council priorities and timing.The work would be led by
Community Development and the City Manager's Office (Redevelopment), with consultant support.
Reporting/Metrics:TBD -Goals and metrics with vary by project.
6. Programming and Promotions. Multiple civic organizations produce cultural events and
programming throughout the year that are important to Lake Oswego's quality of life and positively
impact the local economy.These include the City, Chamber, Lake Oswego School District, Heritage
Council, Lake Oswego Preservation Society,Arts Council of Lake Oswego, and Lakewood Center for
the Arts, among others. While each organization is responsible for its own programming, these
activities can be coordinated and cross-marketed to maximize benefits to the community including
local businesses.
Strategy: Coordinate and cross-promote local events to support local business.
a. Coordinate an annual City and Chamber events and promotions (Chamber and City)
b. Market local businesses to Lake Oswego community and visitors (Chamber)
c. Leverage and cross-promote business and community events, including activities hosted by
groups that receive grants from the City. Provide accurate and timely information to visitors
about businesses and upcoming events (Chamber)
d. Provide district-specific engagement with businesses in Lake Grove, Downtown, Kruse, and
other areas(Chamber)
Resources:The City's role will be accomplished with existing resources in the City Manager's Office
with support from Parks and Recreation and Library.
Reporting/Metrics: Same as under Strategy#1.
Prepared December 2022
Respect• Excel cr Trust. Se!vice.
503-635-0215 380 A AVENUE PO Box 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY