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Agenda Item - 2024-03-19 - Number 6.1 - City Council Goals and Initiatives Work Plans 6.1 O F �s� COUNCIL REPORT CIA2) Subject: 2024 City Council Initiatives Work Plans Meeting Date: March 19, 2024 Staff Member: Martha Bennett, City Manager Report Date: March 11, 2024 Department: City Manager's Office Action Required Advisory Board/Commission Recommendation ❑X Motion ❑ Approval ❑ Public Hearing ❑ Denial ❑ Ordinance ❑ None Forwarded ❑ Resolution ❑X Not Applicable ❑ Information Only Comments: ❑ Council Direction ❑X Consent Agenda Staff Recommendation: Council approval of the 2024 Council Initiatives Workplans Recommended Language for Motion: Move to approve the draft work plans for the 2024 City Council Initiatives. Project/ Issue Relates To: Issue before Council (Highlight Policy Question): ❑X Council Goals/Priorities ❑Adopted Master Plan(s) ❑Not Applicable EXECUTIVE SUMMARY On January 30, 2024 the City Council met to discuss the major goals and projects that the City will undertake in the coming year. In all, Council agreed on 19 major initiatives under 8 different major goals. The Council adopted its goals on February 20, 2024. The next step is approving the major project elements for the work. Respect. Excellence. Trust. Sevice. 503-635-0215 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY Page 2 BACKGROUND The City Council sets goals each year to set strategic direction for the City, to identify the opportunities and challenges that face the community and the City, and to set priorities for Council time and City efforts. After the goals and initiatives are adopted, staff develops work plans to implement the initiatives, which are the major projects the Council has decided to undertake for the year. DISCUSSION Council adopted 19 major initiatives as part of its 2024 work plan. The vast majority of the 2024 Work Plan represents either an existing Council initiative or the next step of a project that Council started in an earlier year. Some of these initiatives are capital projects, which tend to have a "beginning, middle, and end" and others are policy projects. But even among the capital projects, most of them are multi-year. And while some policy projects— like Parks Plan 2040, and the Tree Code Update—will at some point be "finished," others are ongoing work that is very high priority for the Council, such as the work identified around climate action, DEI or housing. As Council noted in goal setting, much of the work of these ongoing priorities is integrating Council's policies into operations. Finally, some of the projects are brand new, and require significant scoping before the work plan is finalized. Perhaps the best two examples of this category are the west side community center initiative and the "20 is Plenty" initiative. Because the initiatives are not all alike, the work plans vary in specificity. The major question for Council in reviewing the work plans is whether they identify the right overall steps, especially for Council and community engagement. In addition, Council's feedback about whether staff has identified the right scope is particularly helpful. FISCAL IMPACT Each work plan includes a fiscal element. With new projects, this fiscal impact analysis is very high level and will need to be refined. RECOMMENDATION Staff recommends that the Council approve the work plans for the 2024 Council Initiatives. ATTACHMENTS 1. 2024 Council Preferred Future, Goals and Initiatives. 2. 2024 Initiatives Work Plans Respect. Excellence. Trust. Sevice. 503-635-0215 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY ATTACHMENT 1 o��a, cos 2024 COUNCIL PREFERRED FUTURE, GOALS, AND INITIATIVES r v �� o Adopted on February 20, 2024 °REGo� Our Preferred Future In 2040, Lake Oswego is a safe and welcoming community where people and families at all stages of life, backgrounds, and abilities thrive. Our incomparable quality of life is founded on outstanding municipal services; destination dining and shopping districts; innovative businesses; premier schools; varied housing options; our spectacular setting along Oswego Lake and the Willamette River; a deep connection to a beautiful and healthy natural environment; arts, cultural and educational opportunities; and exceptionally engaged people. Ensure a safe, secure, and prepared community • Continue implementation of the process to increase preparedness of Lake Oswego residents, especially seniors and people with disabilities, in the event of a disaster* Support business investment and job creation in Lake Oswego • Break ground on the North Anchor Redevelopment projects* • Update the Lake Grove Urban Renewal Plan and begin work on a plan to use urban renewal to support the redevelopment of Foothills * • Implement the initiatives in the 2022 Economic Development Strategy* • Develop a funding strategy for a longer-term contract with the Chamber of Commerce to implement a portion of the 2022 Economic Development Strategy. Evaluate the possibility of the business license fee as a funding option Foster a welcoming and inclusive community where all people have the opportunity to thrive and have equitable access to City services • Continue efforts related to DEI, including: prioritize equity in the delivery of city services; formalize a translation and interpretation policy; explore a partnership with LOSD to host an annual event welcoming new residents to the city; and provide information on how to engage and ways to access services and programs* Combat climate change and strengthen the community's resilience to climate impacts • Adopt a facilities policy and fleet policy that integrates climate and sustainability. Integrate climate goals and issues into the capital improvement plan Respect, tx el en e. Trust. .... vi:.c:. • Develop strategies to increase clean energy use and energy efficiency decisions by residents and businesses • Adopt an updated Urban and Community Forest Plan. Begin implementation of any non-regulatory elements in the plan. Start the process for targeted amendments to the Tree Code after adoption of the Plan* Strengthen public trust in the City through continuous improvement, outstanding customer service, infrastructure investments, and fiscal stewardship • Collaborate with the City of Portland to make a financially and environmentally responsible long- term investment in a wastewater treatment plant* • Develop a strategy for an all-ages and all-activities community center on the west side of town that would include event and meeting spaces, public services, and may include library services. Collaborate with LOSD and other stakeholders as part of this project • Begin a needs assessment and community engagement process to rebuild the South Shore Fire Station • Conduct a long-term strategic review of the city's finances, including revenues, expenditures, and capital funding* Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities • Guide delivery of the LORAC and Golf Course and oversee the launch of operations of these facilities* • Adopt Parks Plan 2040* • Prioritize and adopt a funding strategy for partially funded parks projects Improve transportation connections, mobility and safety for all travelers and all types of trips in Lake Oswego • Continue construction of sidewalks and pathways, focusing on safe routes to schools* • Adopt the "20 is plenty" speed program for residential/local streets Conserve the community's character, sense of place, and quality of life by planning for change and growth • Continue work on key housing initiatives, the housing production strategy, guiding the HACC/Metro project on the Boones Ferry Road, and support for other non-profit led housing projects* Respect, f:x::eI c:r :.c:. Trust. ..., vi:.c:. 2 GOAL 1 - INITIATIVE 1 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Continue implementation of the process to increase preparedness of Lake Oswego residents, especially seniors and people with disabilities, in the event of a disaster. DATE: March 1, 2024 Big Picture Goal: Ensure a safe, secure, and prepared community. Council Initiative: Continue implementation of the process to increase preparedness of Lake Oswego residents, especially seniors and people with disabilities, in the event of a disaster. Lead Department: City Manager's Office Support Departments: Fire Department and Police Department. Plan to Tackle the project: Staff proposes the following plan: • Continue to pursue funding through the Senior Care Emergency Preparedness Grant to hire a person to coordinate with senior care facilities. • Implement ideas gathered from meeting with the 50+Advisory Board, Sustainability Advisory Board, and the DEI Advisory Board. • Research how the City may be able to address the need for shelters to be part of the City's emergency plans, including day-shelters, and present findings to City Council. • Continue to expand participation and education regarding Everbridge, a critical event management platform that LOCOM can use for mass notifications in the event of an emergency. • Bring the Emergency Operations Plan update and Natural Hazards Mitigation Plan update to City Council for approval. Respect. Excellence. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 1 - INITIATIVE 1 Page 2 of 2 Proposed Timeline and Major steps: • Spring, 2024: Bring the final Emergency Operations Plan update and Natural Hazards Mitigation Plan update to City Council for approval. • Spring/Summer, 2024: Resubmit our request to the Senior Care Emergency Preparedness Grant as soon as the program reopens. • Summer, 2024: Meet with Clackamas County, Red Cross and LOSD to explore how the City could address the need for shelters to be part of the City's emergency plans, including day-shelters, and present findings to City Council. • Fall, 2024: Promote Everbridge and Red Cross' Prepare! A Resource Guide, at the City's Emergency Preparedness Fair Proposed Staffing Required: The implementation of this plan will include various City departments and staff including the City Manager's Office, Fire Department, Police Department, and the City's Communications team. Estimated Financial Need: No additional costs anticipated at this time. Respect. Excellence. Trust. Service. GOAL 2 - INITIATIVE 1 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Break ground on the North Anchor redevelopment projects DATE: February 21, 2024 Big Picture Goal: Support business investment and job creation in Lake Oswego. Council Initiative: Break ground on the North Anchor redevelopment projects. Lead Department: Lake Oswego Redevelopment Agency (LORA). Support Departments: City Attorney's Office, Building, Engineering, and Planning. Plan to Tackle the project: Two major milestones were achieved in December 2023 to ensure the North Anchor project stays on track. On December 18, the Development Review Commission approved a design modification to the hotel site to make it more operationally efficient and provide more community amenities. On December 19, the City Council adopted the Vertical Housing Development Zone (tax abatement program.) These approvals result in the project being well positioned to secure financing. The mixed-use residential component is anticipated to break ground by the end April 2024 and the hotel component following shortly thereafter. Proposed Timeline and Major steps: • March 2024 - Secure financing for the projects • April - Break ground on the mixed-use residential component • June - Break ground on the hotel component • Winter 2025 - Completion of both projects Proposed Staffing Required: LORA staff will lead the process with assistance from: • Owner's Representative—Compliance with Disposition and Development Agreement (DDA) conditions and closing requirements. Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 2 - INITIATIVE 1 Page 2 of 2 • City staff as needed —CAO, Planning, Building, Engineering. Estimated Financial Need: The Owner's Representative is assisting in reviewing the DDA compliance and closing requirements. Estimated fee is between $10k-$20k and funds were budgeted in the FY 23-24. Respect. Excellence. Trust. Service. GOAL 2 - INITIATIVE 2 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Update the Lake Grove Urban Renewal Plan and begin work on a plan to use urban renewal to support the redevelopment of Foothills DATE: February 21, 2024 Big Picture Goal: Support business investment and job creation in Lake Oswego. Council Initiative: Update the Lake Grove Urban Renewal Plan and begin work on a plan to use urban renewal to support the redevelopment of Foothills. Lead Department: Lake Oswego Redevelopment Agency (LORA) Support Departments: City Attorney's Office, Finance, Engineering, and Planning. Plan to Tackle the project: In February 2024, the LORA Board directed staff to: • Pursue increasing the maximum indebtedness of the Lake Grove Village Center Urban Renewal Plan (LGVCURP) to fund projects in the area and bring back additional information for the Board's consideration at a future study session. • Initiate updating and pursuing grants for the Foothills District Framework Plan (FDFP) and develop a Foothills Urban Renewal Plan (FURP). For the LGVCURP, a study session will be scheduled to review tax increment financing revenue projections, projects and cost estimates, funding strategy and detailed schedule for the adoption of the substantial amendment to the urban renewal plan. Staff will also seek Board approval to more forward with the amendment process. Updating the FDFP and creating an new FURP is anticipated to be a time and resource intensive process estimated to cost up to $500K. Preliminary schedules indicate it may take up to four years to complete the planning process and an additional 10 months to create the new urban Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 2 - INITIATIVE 2 Page 2 of 2 renewal area. Staff is looking for ways to streamline the process without compromising the quality of the work or the public involvement process. Funding for the project could partially come from the City and the balance from either a Metro ($350K) or ODOT($250K) grant. While the approval for both grants appears to generally follow an 8-month approval process, staff has been advised that negotiating the scope and terms of the contract with consultants through the ODOT process may take an additional 9-12 months. Alternatively, the City could fund the project in its entirety and would still have to go through developing a scope and the public solicitation process for consultants, both of which could also still take about 8 months. Proposed Timeline and Major steps: A) LGVCURP Substantial Amendment: • June 2024 Board study session to review proposed changes to the urban renewal plan and authorize staff to move forward with the substantial amendment. • August 2024—January 2025: Public and taxing district outreach, and public hearings for adoption. B) FDFP Update and FURP B1) FDFP Update: Over the next coming months staff will work with Metro and ODOT staff to refine the schedule. • 8 months— Metro or ODOT grant approval process (potentially add 9-12 months for ODOT contract negotiation process) • 18 - 24 months— Plan development, public engagement and adoption B2) FURP: • 10 months for Public and taxing district outreach, and public hearings for adoption. Proposed Staffing Required: LORA staff will lead the process with assistance from: • Finance, Planning, Engineering, Parks & Recreation to review financial feasibility of the URAs and participate on the Technical Advisory Committee to update the Foothills Framework Plan. • Urban renewal plan consulting services: o Elaine Howard Consulting, LLC: Technical advisor and plan update o Tiberius Solutions, LLC: Financial projects and analysis associated with urban renewal areas Estimated Financial Need: • Urban Renewal Plan Consulting- $80K ($40K/per plan) • Foothills Framework Plan Update & Urban Renewal Plan- $500K (City or grant funded) Respect. Excellence. Trust. Service. GOAL 2 - INITIATIVE 3 MEMORANDUM V O OREGOC� TO: Mayor and City Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Implement the initiatives in the 2022 Economic Development Strategy DATE: March 1, 2024 Big Picture Goal: Support business investment and job creation. Council Initiative: Implement the initiatives in the 2022 Economic Development Strategy. Lead Department: Community Development Support Departments: CMO Plan to Tackle the project: Per the 2022 Economic Development Strategy and Resource Plan (Strategy), the City and Lake Oswego Chamber of Commerce have shared responsibility for implementing the Strategy.The Chamber is tasked with business outreach, business inventories (understanding available space), and identification of business attraction strategies through the current contract, which has two annual options to renew through December 2025.The City is responsible for planning/policy, capital projects, permitting and licensing, redevelopment, and some community events and programming. Proposed Timeline and Major stens: The 2022 Economic Development Strategy is multifaceted and contains more work than can be completed in one year based on staff and City Council workloads. For 2024, the City will support the Chamber in conducting its first biennial business community survey to inform the City's economic development strategy and conducting outreach to businesses in the City's commercial areas. Consistent with the Strategy, the City will lead the following in 2024: • Assist businesses that are opening, expanding or relocating to Lake Oswego. Staff will convene the City's Rapid Response Team, as needed, coordinating among and reconciling conflicts between City departments. Respect. Excellence. Trust. Service. 503-675-3984 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY GOAL 3 - INITIATIVE 3 Page 2 of 2 • Continue to provide Council and staff representatives to the Lake Oswego Chamber Board (CMO). • Continue to track regional business development opportunities through Greater Portland Inc., Business Oregon, and the Chamber (CMO and CD). • Develop a funding strategy for a longer-term contract with the Chamber of Commerce to implement a portion of the 2022 Economic Development Strategy. Evaluate the possibility of the business license fee as a funding option (CMO). (See the City Council Initiative for this.) • Update the Lake Grove Urban Renewal Plan and begin work on a plan to use urban renewal to support the redevelopment of Foothills (CMO). (See the City Council initiative for this.) Proposed Staffing Required: The Community Development Director and Chamber Executive Director, respectively, are the City's and Chamber's lead staff. The Assistant City Manager represents the City on the Chamber Board of Directors. Estimated Financial Need: See the cost estimates provided separately for the other related City Council initiatives listed above. Respect. Excellence. Trust. Service. GOAL 2 - INITIATIVE 4 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Develop a funding strategy for a longer-term contract with the Chamber of Commerce to implement a portion of the 2022 Economic Development Strategy. Evaluate the possibility of the business license fee as a funding option DATE: February 27, 2024 Big Picture Goal: Support business investment and job creation in Lake Oswego Council Initiative: Develop a funding strategy for a longer-term contract with the Chamber of Commerce to implement a portion of the 2022 Economic Development Strategy. Evaluate the possibility of the business license fee as a funding option Lead Department: City Manager's Office Support Departments: Finance, Planning Plan to Tackle the project: Staff will outline the existing business license program, including the current fee structure, the number of licensed businesses and revenue generated by the program. Additionally, staff will review compliance and historical trends. Staff will also collect data from peer communities. Staff will present possible modifications for Lake Oswego's program to Council, along with potential uses of the business license revenue, such as ongoing funding for the Chamber contract. As a part of each model, staff will identify community stakeholders who are most likely to be impacted by proposed changes. Following Council direction, staff will develop a community engagement strategy and propose the new rates for inclusion in the 2025 Master Fees and Charges booklet. Proposed Timeline and Major steps: Respect. Excellence. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 2 - INITIATIVE 4 Page 2 of 2 Staff will begin research in the Summer of 2024, host a Council study session in late summer to receive direction, and plan to launch business outreach and engagement in the Fall. Staff proposes that the project should be completed in time for inclusion in the 2025 Master Fees and Charges. Proposed Staffing Required: One CMO staff member dedicating—20-30% of their work time to this project. Estimated Financial Need: None beyond staffing and administration. Respect. Excellence. Trust. Service. GOAL 3 - INITIATIVE 1 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Foster a welcoming and inclusive community where all people have the opportunity to thrive and have equitable access to city services. DATE: February 20, 2024 Big Picture Goal: Foster a welcoming and inclusive community where all people have the opportunity to thrive and have equitable access to city services. Council Initiatives: Continued efforts related to DEI; including prioritize equity in the delivery of city services; formalize a translation and interpretation policy, explore a partnership with Lake Oswego School District to host an annual event, welcoming new residents to city and provide information on how to engage and ways to access city services and programs. Lead Department: City Manager's Office Support Departments: All Plan to Tackle the project: This goal has three distinguishable parts and a plan is proposed for each one. 1) Prioritize Equity in the delivery of City services: • Community Engagement and Participation: o Use Community Engagement Toolkit, developed by the Communications team, to actively involve residents in decision making processes related to City services. o Continue implementing targeted recruiting and outreach efforts for Board and Commissions recruitment. o Ensure that City services are culturally competent and accessible to residents from diverse backgrounds. • Equitable Code Enforcement • Continuous Evaluation and Improvement of City Services: o Evaluate department's community engagement efforts to asses their effectiveness in reaching underserved communities and fostering meaningful participation. Respect, ExceI'erce. Trust. Service. 503-675-3984 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY GOAL 3 - INITIATIVE 1 Page 2 of 3 o Establish feedback mechanisms to solicit responses who may face barriers to participation. Provide opportunities for community feedback regarding city programs. o Identify and mitigate barriers related to code enforcement. 2) Formalize a translation and interpretation policy: o Identify languages spoken by community members of Lake Oswego and provide translation and interpretation services when needed. o Integrate language access considerations into department operations and decision- making processes. Identify essential documents that will be translated. o Allocate sufficient resources to support language access initiatives and ensure equitable access to translation and interpretation services. 3) Explore a partnership with LOSD to host an annual event welcoming new residents to the city and provide information on how to engage and ways to access city services and programs. o Collaborate with key officials from LOSD and discuss the possibility of collaborating on an event that will welcome new residents to city and school district. In collaboration with LOSD, identify goals and objectives such as providing information on city services and programs, promoting community engagement (upcoming projects and volunteer opportunities) and foster a sense of belonging. Proposed Timeline and Major steps: Winter 2024: • Begin conversations with school district regarding established welcome events for new students and their families. Also, inquire about language access plan. • Meet with Library staff and introduce Community Engagement Toolkit. Library has revamped their Book Delivery Services and have established community outreach methods. The Community Engagement Toolkit will assist them in identifying any engagement channels they might have missed. • Begin research and development of a Language Access Plan. Begin taking inventory of Summer events and identify which marketing tools will need to be translated and what events will need interpreters. Spring 2024: • Begin a list of vital documents that will need to be translated. Also begin assessing cost of the translations of documents. • Boards and Commissions applications open. DEI Advisory Board will assist in recruitment by sharing vacancies with their networks. Respect. Excellence. Trust. Service. GOAL 3 - INITIATIVE 1 Page 3 of 3 • Begin city-wide introduction of Community Outreach Toolkit. A member from the Communications team will present the toolkit to their respective department and walk staff through the steps and components of toolkit. • Begin evaluation and improvement of city services including code enforcement. Planning begins with LOSD regarding Welcome event. • Collaborate with Communications Team on Language Access Plan and finalize policy. Summer 2024: • Use Community Engagement Toolkit to engage and inform communities about City Cultural Events. • Collaborate with LOSD on Back to School programming with the goal of providing information on how families can access city services. Fall 2024: • Cultural Xchange takes place. Assist Departments with distributing information (e.g. Emergency Management information, Parks and Rec Programs) and engaging with diverse communities. • Continue assisting departments in using the Community Engagement Toolkit when engaging, communicating or providing information to Lake Oswego community at large. • Present finalized Language Access Plan to various departments and walk them through policy, in addition to requesting translations and interpretation services. Proposed Staffing Required: No additional staffing required at this time. This work will be facilitated by Equity Program Manager. Estimated Financial Need: Undetermined. Cost for interpretation and translation services will need to be evaluated, but it is expected to be absorbed through department budgets. Respect. Excellence. Trust. Service. GOAL 4 - INITIATIVE 1 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Adopt a facilities and fleet policy that integrates climate and sustainability. Integrate climate goals and issues into the capital improvement plan. DATE: February 23, 2024 Big Picture Goal: Combat climate change and strengthen the community's resilience to climate impacts. Council Initiative: Adopt a facilities policy and fleet policy that integrates climate and sustainability. Integrate climate goals and issues into the capital improvement plan. Lead Department: City Manager's Office Support Departments: Public Works and Engineering will be key partners and co-leads; Parks & Recreation, Finance, Planning, Police, Fire, and Library will be involved. Plan to Tackle the Project: The Sustainability and Climate Action Plan (SCAP) outlines the City's goals, strategies, and actions to reduce greenhouse gas emissions and prepare for the impacts of climate change. While some SCAP goals require new projects or programs, in many cases progress on implementing the plan can be achieved by ensuring the City's ongoing work and service provision is aligned with climate action goals and sustainability best practices. The Sustainability Program Manager will work with department to develop new policies and frameworks to integrate climate action and resilience strategies into facilities, fleet, and capital improvement decisions. This work will include: • Developing a Fleet Purchasing Policy that uses an "EV-First" approach. • Developing a Sustainable Buildings Policy to guide City facilities capital projects, building off of the 2015 High Performance Building Guidelines for City Facilities. Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 4 - INITIATIVE 1 Page 2 of 2 • Documenting current building operations practices and identify sustainable best practices (for example, related to building energy use, cleaning supplies, waste management). • Detailing connections to Sustainability and Climate Action Plan goals in the Capital Improvement Plan (CIP), including in project prioritization criteria. Proposed Timeline and Major steps: Winter/Spring 2024 • Refine draft Fleet Purchasing Policy in consultation with City department heads and Sustainability and Climate Action Plan Steering Committee. • Document current buildings operations practices. • Begin to develop draft Sustainable Buildings Policy. Summer 2024 • Finalize and adopt Fleet Purchasing Policy (May/June) • Present draft Sustainable Buildings Policy to SCAP Steering Committee and Sustainability Advisory Board for review and input. • Review current CIP and plan development processes. Identify opportunities to highlight climate connections and develop draft sustainability criteria. Fall/Winter 2024 • Implement sustainability criteria in CIP update (2025/26—2030/31) • City Council work session on Sustainable Buildings Policy— Fall • Finalization and adoption of Sustainable Buildings Policy—Winter 2024/25 Proposed Staffing Required: Implementation of this workplan will be carried out by existing staff. Support will be needed from staff in Public Works and Engineering on policy development and review, and several hours from staff in Community Development, Parks & Recreation, Planning, Police, Fire, Library, and Finance on policy review. The Sustainability Program Manager will engage departments through the Sustainability and Climate Action Plan Steering Committee. Estimated Financial Need: No additional funding needs for materials or consulting are anticipated at this time. Implementation of policies such as the Fleet Purchasing Policy and Sustainable Buildings Policies may require additional resources, such as funding to install EV charging stations at existing and new facilities. - Respect. Excellence. Trust. Service. GOAL 4 - INITIATIVE 2 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Develop strategies to increase clean energy use and energy efficiency decisions by residents and businesses. DATE: February 23, 2024 Big Picture Goal: Combat climate change and strengthen the community's resilience to climate impacts. Council Initiative: Develop strategies to increase clean energy use and energy efficiency decisions by residents and businesses. Lead Department: City Manager's Office Support Departments: Engineering, Planning, Finance Plan to Tackle the project: This body of work will build on initiatives undertaken over the past two years. These include a report prepared by a CMO intern examining options to increase clean energy use in the community, which identified rooftop solar and solar+ storage microgrids as key opportunities; engagement with Portland General Electric (PGE) on the development of a Community Green Tariff Program, as authorized by state legislation HB 2021; and the Sustainability and Climate Action Plan 2023 progress report. Projects to meet this Council initiative will include: • Developing a citywide EV Charging Strategy. • Continuing to engage with PGE and the PUC on the development of a Community Green Tariff Program. • Developing education and outreach campaigns in partnership with the City's Sustainability Advisory Board, community partners including the Lake Oswego Sustainability Network, and industry experts including PGE and Energy Trust of Oregon. Staff will also work to identify opportunities for the City to support and amplify existing community-based efforts. These campaigns or programs would be targeted to different audiences (e.g. small businesses, homeowners, multifamily building owners) and Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 4 - INITIATIVE 2 Page 2 of 2 highlight energy efficiency strategies as well as state and federal financial incentives available for clean energy projects. • Exploring opportunities for community solar and/or rooftop solar and storage projects within Lake Oswego. Proposed Timeline and Major steps: EV Charging Strategy • Present draft EV Charging Strategy to Sustainability Advisory Board (March) and seek input from City departments and PGE (Spring 2024) • City Council study session on EV Charging Strategy (May/June) • Collaborate with PGE and community partners to implement EV Charging Strategy after it is finalized and adopted. Community Green Tariff Program • Engagement with PGE and PUC is ongoing. PGE anticipates filing an umbrella tariff for the program in Q1 2024, after which engagement would focus on a city-specific participation agreement. • City Council study session on Community Green Tariff and clean energy education & outreach campaigns (Summer 2024) Education and Outreach Campaigns • Work with Sustainability Advisory Board, Lake Oswego Sustainability Network, and other partners to develop new and/or strengthen existing education and outreach campaigns (Spring 2024) • City Council study session on clean energy education & outreach campaigns and Community Green Tariff(Summer 2024) • Launch education/outreach campaigns (Fall 2024) Proposed Staffing Required: This workplan will be implemented out by existing staff. Estimated Financial Need: None anticipated at this time. The City will seek to leverage state and federal grants and financial incentives, such as the Energy Efficiency and Conservation Block Grant Program, Inflation Reduction Act tax credits, and EV charging station rebate programs from ODOT and PGE, for projects that may result from these strategies. Respect. Excellence. Trust. Service. GOAL 4 - INITIATIVE 3 MEMORANDUM V O OREGOC� TO: Mayor and City Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Adopt an updated Urban and Community Forest Plan DATE: March 1, 2024 Big Picture Goal: Combat climate change and strengthen the community's resilience to climate impact. Council Initiative: Adopt an updated Urban and Community Forest Plan. Begin implementation of any non-regulatory elements in the plan. Start the process for targeted amendments to the Tree Code after adoption of the Plan Lead Department: Community Development Support Departments: Engineering, Fire, Parks, Public Works, and Sustainability (CMO) Plan to Tackle the project: Work on the Urban and Community Forestry Plan (UCFP) update began in spring 2023 and the final plan is scheduled to be adopted in June 2024. The updated UCFP will provide strategies for a sustainable and integrated approach to tree management on public and private lands. The UCFP includes a strategic plan with recommended actions based on guiding principles that emphasize a well-funded urban forest, environmental and social benefits, improved quality of life, resilience to climate change, and the need to balance management of our urban forest with other needs, such as housing and urban infrastructure.The recommended actions are still in draft form, but implementation will begin after adoption of the UCFP this spring and will be on-going. One of the recommended actions will be to adopt targeted amendments to the City's Tree Code (LOC Chapter 55). Implementation of these code amendments will be a priority for the city to complete in order to assure compliance with ORS 197.307[4], which requires that only clear and objective standards apply to applications involving needed housing. Respect, ExceI'erce. Trust. Service. 503-675-3984 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY GOAL 4 - INITIATIVE 3 Page 2 of 2 Proposed Timeline and Major steps: June 2024: Adopt the updated UCFP. Summer 2024: • Issue an RFP and select a consultant to lead the process to amend the Tree Code. Key steps include defining the scope of the amendments and developing a project plan and community engagement plan. • Begin implementation of high priority actions identified in the UCFP; however, staff resources will be primarily focused on the action to amend the Tree Code through Summer 2025. Fall 2024 to Summer 2025: Initiate and complete the process to amend the Tree Code. Proposed Staffing Required: The process to amend the Tree Code will be led by a consultant and is anticipated to require approximately 25%time from the city project planner and additional time from staff in the CAO, Planning, Engineering, Fire, Parks, Public Works, and Sustainability. Estimated Financial Need: Tree Code amendments estimated to be $50,000- $100,000, depending on scope of work. This will be discussed with Council prior this fall. Respect. Excellence. Trust. Service. GOAL 5 - INITIATIVE 1 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Collaborate with the City of Portland to make a financially and environmentally responsible long-term investment in a wastewater treatment plant DATE: February 23, 2024 Big Picture Goal: Strengthen public trust in the City through continuous improvement, outstanding customer service, infrastructure investments, and fiscal stewardship. Council Initiative: Collaborate with the City of Portland to make a financially and environmentally responsible long-term investment in a wastewater treatment plant. Lead Department: Public Works - Engineering Support Departments: City Attorney's Office, Finance, and LORA Plan to Tackle the Project: • Cooperatively work with the City of Portland and the City's consultant team to select and complete the most beneficial project delivery method. Advance from 90%to Final Plans and Specifications. • Progress through the permitting process with the Department of Environmental Quality, navigate the City of Lake Oswego Development Review land-use process, and complete all other permitting as necessary. • Finalize real estate purchases at 99, 101, and 113 Foothills Rd as stipulated in the Resolution of Necessity that was adopted by the Council on December 20, 2022. Work to successfully relocate businesses located at 99, 101, and 113 Foothills Rd through a cooperative process led by Universal Field Services. Respect. Excellence. Trust. Service. 503-675-3984 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY GOAL 5 - INITIATIVE 1 Page 2 of 2 • Check-in with Council quarterly on progress. • Continue to provide information and public outreach via the media, HelloLO, social media, project listserv, LODown, engagement with stakeholders, and the project's webpage: www.lakeoswegowastewaterfacility.org/. Proposed Timeline and Major Steps: Below is a list of upcoming major tasks and milestones staff will be working on throughout 2024: • Evaluate advantages and disadvantages of various project delivery methods available. Perform market sounding, select a delivery method, and prepare procurement documents. Review proposals received and enter into a contract with the top ranked proposer. • Finalize baseline financing for the project including final design, construction, and long- term operation and maintenance. This would include Lake Oswego utility rate projections, bonds, City of Portland contributions, and any external funding such as WIFIA. Continuously update. • Proceed from 90%to final plans and specifications. Once the design is fully completed, then construction is estimated to take about three years. Proposed Staffing Required: Staff has been assigned and the workload translates to about 2.5 FTEs per year as an accumulation of efforts from the Public Works/Engineering, City Attorney's Office, LORA, and Finance Departments. The City of Portland is also committing significant staff time to this project. Estimated Financial Need: The cost for consulting is estimated at about a million dollars per fiscal year and is reflected in the FY 2023-25 biennium budget for the Wastewater Fund. The City of Portland will cover 30% of these consultant costs. On January 30, 2024, City Council authorized reimbursement to EPCOR Foothills Water Partners (EFWP) of approximately $7.2 million for preliminary services rendered which included production of 60% designs and a multitude of studies. Total costs of the project, including final design, construction, and long-term operation and maintenance are forecasted in the financial model. Actual costs will be better known upon completion of the upcoming procurement effort and subsequent contract execution. Respect. Excellence. Trust. Service. GOAL 5 - INITIATIVE 2 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Develop a strategy for an all-ages and all-activities community center on the west side of town that would include event and meeting spaces, public services, and may include library services. Collaborate with LOSD and other stakeholders as part of this project. DATE: March 1, 2024 Big Picture Goal: Strengthen public trust in the City through continuous improvement, outstanding customer service, infrastructure investments, and fiscal stewardship. Council Initiative: Develop a strategy for an all-ages and all-activities community center on the west side of town that would include event and meeting spaces, public services, and may include library services. Collaborate with LOSD and other stakeholders as part of this project. Lead Department: City Manager's Office; Library, Parks & Recreation Support Departments: Finance, City Attorney Plan to Tackle the project: The City will need to address several elements: • Collaboration with the Lake Oswego School District to determine the feasibility of a shared property to house the community center and District offices • Creation of a development program, including which Library, Parks & Recreation, event, and civic spaces would be included in any new or renovated building • Development of a funding strategy, which may include the extension of the Lake Grove Village Center Urban Renewal District, voter approval of a General Obligation Bond, grant funding, or other funding elements. Proposed Timeline and Major steps: Spring 2024: • Develop project plan Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 5 - INITIATIVE 2 Page 2 of 2 • Discuss a possible partnership with the Lake Oswego School District complete the facility analysis of the current Library Summer 2024 • Form a project Advisory Committee charged with defining the scope of the facility • Develop and implement an engagement plan, defining the scope of the facility Fall 2024 • Continue public outreach and conducting formal public opinion polling • Refine a funding strategy, including the use of Urban Renewal, General Obligation Bonds, grants, and other possible funding sources • Refine and develop a project schedule if the project is feasible and supported by the public. Proposed Staffing Required: There is an internal City team helping move this project forward, which includes the City Manager, Library Director, Director of Finance, Parks & Recreation Director, Assistant to the City Manager, and Redevelopment Manager, in addition to a dedicated part-time project manager. Estimated Financial Need: The total estimated range of the cost of this project totals between $65,000,000 - $75,000,000. The final budget will be dependent on the final scope of the facility, the final estimated total square footage of the facility and the amount of acreage of the land to be dedicated to this project. The scope of this project will also be informed by community input. Respect. Excellence. Trust. Service. GOAL 5 - INITIATIVE 3 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Begin a needs assessment and community engagement process to rebuild the South Shore Fire Station. DATE: February 25, 2024 Big Picture Goal: Strengthen public trust in the City through continuous improvement, outstanding customer service, and fiscal stewardship. Council Initiative: Begin a needs assessment and community engagement process to rebuild the South Shore Fire Station. Lead Department: Fire Department Support Departments: City Manager's Office/ City Council, Finance Plan to Tackle the project: • Work with Council to select a Community Task Force that represents a wide variety of community interests and expertise. • Work with Task Force Members to complete a needs assessment for the South Shore Fire Station, including whether or not the current location will meet the needs of the community in future years. • Work with Task Force Members to determine the structural integrity of the current South Shore Fire Station. This step will require the expertise of a structural engineering/ architectural firm. • Create community awareness of the Task Force findings and begin to engage residents, businesses, and constituent groups to ensure the understanding of needs that are identified. Proposed Timeline and Major steps: • Summer 2024: Work with City Council to determine scope of Task Force and its membership. Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 5 - INITIATIVE 3 Page 2 of 2 • Fall 2024: Select an engineering/architectural firm to complete a structural assessment and assist with developing options; convene Task Force to review findings and develop recommendations. • Winter 2025: Task Force begins a community engagement process to create an awareness of Task Force findings and an understanding of needs that are identified. • Spring 2025: Council Study Session on Task Force findings and recommendations. Proposed Staffing Required: Fire will function as the lead department and will work closely with the City Manager's Office, the Office of City Attorney, and the City's Communications Team. Estimated Financial Need: Cost is unknown at this time. Staff will brief Council once the Task Force work is underway. Respect. Excellence. Trust. Service. GOAL 5 - INITIATIVE 4 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Shawn Cross, Finance Director SUBJECT: Council Initiative Work Plan: Conduct a long-term strategic review of the City's finances, including revenues, expenditures, and capital funding DATE: February 9, 2024 Big Picture Goal: Strengthen public trust in the City through continuous improvement, outstanding customer service, infrastructure investments, and fiscal stewardship. Council Initiative: Conduct a long-term strategic review of the City's finances, including revenues, expenditures, and capital funding. Lead Department: Finance Support Departments: Engineering, CMO Plan to Tackle the project: Many of the issues involved in this initiative were discussed during the budget process. Staff will seek additional direction from Council on the scope of the project following the budget process. The detail of the presentation will depend on the scope and specific items the Council would like to look at. Then prepare the presentation for the Spring off-year budget committee meeting. Proposed Timeline and Major steps: Conduct a study session with the budget committee during the off-year around the beginning of May. Proposed Staffing Required: 1 finance FTE for about four weeks, 1 engineering FTE for about a week, and 1 CMO FTE for about a week. Estimated Financial Need: N/A Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY ‘t. GOAL 6 - INITIATIVE 1 MEMORANDUM VI 1.011111. O OREGo .� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Guide delivery of the LORAC and Golf Course and oversee the launch of operations of these facilities DATE: March 6, 2024 Big Picture Goal: Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities Council Initiative: Guide delivery of the LORAC and Golf Course and oversee the launch of operations of these facilities Lead Department: Parks & Recreation Support Departments: Planning, Engineering, CMO, IT Plan to Tackle the project: In the LORAC, framing is up for the reception lobby, staff offices, and gymnasium, and construction of the roof is nearly complete. Interior work will continue throughout the next few months with the framing of windows and doors and the final electrical, plumbing, and other utility work. The competition pool walls and floor have been poured, and the recreational pool rebar and formwork have started with anticipation of the concrete pour in spring 2024. Grading and seeding of the Golf Course is complete, and landscaping will begin in the spring with the planting of over 150 new trees. The golf course maintenance building is expected to be complete by summer 2024. Proposed Timeline and Major steps: Substantial completion of the LORAC is expected in November, and the facility is expected to open to the public in late 2024. The opening of the Golf Course will coincide with the LORAC facility. Proposed Staffing Required: The project requires a Project Manager, administrative support, communications support, and frequent input from the Parks & Recreation Management Team. Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 6 - INITIATIVE 1 Page 2 of 2 Estimated Financial Need: At this time the project is projected to be completed with allocated resources. Respect. Excellence. Trust. Service. GOAL 6 - INITIATIVE 2 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Adopt Parks Plan 2040 DATE: March 8, 2024 Big Picture Goal: Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities Council Initiative: Adopt Parks Plan 2040 Lead Department: Parks & Recreation Support Departments: Planning, CMO Plan to Tackle the project: The project is being led by Parks & Recreation staff and consultants from MIG, Inc. Work began in June 2023 and the updated plan is expected to begin the adoption process in January 2025. Over the next nine months the project team will begin to develop policy and project recommendations, an implementation and action plan, and update the city's System Development Charge methodology for parks. This work will be guided by additional meetings with the Community Advisory Committee and Parks, Recreation, and Natural Resources Advisory Board; geographically-focused neighborhood workshops; another online survey; and additional focus group meetings with local community and advocacy groups. Proposed Timeline and Major steps: Implementation and action planning will continue through summer 2024. This will include a significant amount of community engagement. Development of the final plan will begin in late summer or early fall 2024, and the adoption process is expected to begin in January 2025. The project is currently on time and under budget. Proposed Staffing Required: The project requires a Project Manager, administrative support, communications support, and frequent input from the Parks & Recreation Management Team. Estimated Financial Need: Parks & Recreation budgeted $350,000 for this project; the total cost is currently estimated at$310,500. Respect, Excel'er•ce. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 6 - INITIATIVE 3 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Prioritize and adopt a funding strategy for partially funded Parks projects DATE: March 6, 2024 Big Picture Goal: Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities Council Initiative: Prioritize and adopt a funding strategy for partially funded parks projects Lead Department: Parks & Recreation Support Departments: Planning, Engineering, CMO Plan to Tackle the project: Staff has identified the following partially funded projects: • Rassekh Park Phase 2— playground, picnic shelter, maintenance building, parking. • Rassekh Park Phase 3—athletic field, additional parking, additional stormwater facility. Three additional projects are Metro Local Share eligible: • Willamette Greenway Trail —connection between Roehr Park/Foothills Park and George Rogers Park. • Luscher Farm —new access, improved parking, and community garden expansion. • West Waluga Park—soft surface path connection between neighborhoods and developed park area. • Hallinan Woods Natural Area —expand trail network to connect to recently-acquired Yates property. Parks & Recreation staff will prepare a funding plan by further refining each project's cost estimates and identifying funding strategies that each project might be eligible for. Potential funding strategies are expected to include leveraging available City dollars with funding from Respect. Excellence. Trust. Service. 503-534-4225 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY GOAL 6 - INITIATIVE 3 Page 2 of 2 programs such as Metro Local Share, the Local Government Grant Program, the Land and Water Conservation Fund, and Oregon Community Paths program, and developing partnerships with other organizations to leverage funding, volunteer hours, or other resources. Proposed Timeline and Major steps: Staff will share an update on the Metro Local Share project list for review and approval of the project prioritization in April 2024. Following approval Staff will prepare a funding plan to match additional resources with these funds for each partially funded project. Proposed Staffing Required: The project requires a Project Manager, administrative support, communications support, and input from the Parks & Recreation Management Team. Estimated Financial Need: The planning-level estimate of additional cost required to fund the above-mentioned partially funded projects is approximately $7.2 million. Respect. Excellence. Trust. Service. GOAL 7 - INITIATIVE 1 MEMORANDUM V All O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Continue construction of sidewalks and pathways, focusing on safe routes to schools DATE: February 23, 2024 Big Picture Goal: Improve transportation connections, mobility and safety for all travelers and for all types of trips in Lake Oswego Council Initiative: Continue construction of sidewalks and pathways, focusing on safe routes to schools Lead Department: Public Works/Engineering Support Departments: Finance Plan to Tackle the project: The FY 23-25 biennium budget identifies funding to continue delivering construction projects that install sidewalks, with a priority near school areas. In 2023, construction was completed on Hallinan, Douglas Way, and Boca Ratan. The Lanewood project will be in construction during the summer of 2024. The next round of projects, referred to as Group 2, will include another four locations: Carman Drive, Pilkington Road, Tree Top Lane, and Meadowlark Lane. The Transportation Advisory Board (TAB) will continue to work on the prioritization of sidewalks and pathways near schools. In Fall 2024, they will recommend to Council the next set of pathway projects for future funding., Respect. Excellence. Trust. Service. 503-675-3984 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY GOAL 7 - INITIATIVE Page 2 of 2 Proposed Timeline and Major steps: February 2024 Award a professional services contract for design of the Group 2 bundle of sidewalks. (done) Spring 2024 Program Update Information Session at City Council Summer 2024 Construct the Lanewood segment. Fall 2024 Work with TAB to begin prioritization of next group of sidewalk projects. Fall 2024 Finish design phase for Group 2 locations: Carman, Pilkington, Meadowlark, and Tree Top. Spring 2025 Award construction contracts for Group 2. Summer 2025 Potential construction of Group 2 locations. Proposed Staffing Required: The Traffic Engineer is involved with the TAB to determine project prioritization. From there, a Project Manager/Engineer leads the project through the design and construction phase. Communications staff develops the outreach and communications strategy for the project. City Construction Inspectors are responsible for ensuring the project(s) is built according to the plans and specifications. In total, this equates to approximately 3.0 FTE to fully deliver pathway projects at the current level of delivery. Estimated Financial Need: Funding needs will vary by projects because each segment is unique. The Street Fund will be analyzed for adequate funding levels prior to each phase of a project, such as design and construction. The current biennium budget shows $4.8 M for pathway projects to finish Group 1 and start Group 2 projects. The FY 25-27 Capital Improvement Plan and Budget will identify the financial needs for the next set of projects beyond Group 2. Respect. Excellence. Trust. Service. GOAL 7 - INITIATIVE 2 MEMORANDUM V O OREGOC� TO: Mayor and Council FROM: Executive Team SUBJECT: Adopt the "20 is Plenty" speed program for residential/local streets DATE: February 23, 2024 Big Picture Goal: Improve transportation connections, mobility and safety for all travelers and for all types of trips in Lake Oswego Council Initiative: Adopt the "20 is Plenty" speed program for residential/local streets Lead Department: Public Works/Engineering Support Departments: Finance Plan to Tackle the Project: • Meet with the Transportation Advisory Board (TAB) to review effectiveness of posting 20 mph speed limit signs and to discuss policy regarding locations on where to establish new speed zones. • Evaluate required locations where new signage will need to be posted for implementation of program. A cost estimate and schedule of installation of new street signs will be prepared for report back to TAB. • Report to City Council regarding findings and recommendations from TAB for the passing of a City Ordinance to adopt "20 is Plenty". Proposed Timeline and Major steps: Spring/Summer 2024 Work with TAB on recommendations for implementation of"20 is Plenty" program. Fall 2024 Report to City Council findings and schedule for establishment of program, and to discuss costs for implementation Respect. Excellence. Trust. Service. 503-675-3984 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY GOAL 7 - INITIATIVE 2 Page 2 of 2 Proposed Staffing Required: The traffic engineer is involved with the TAB to determine policies for implementation of the program. Project Manager/Engineer will lead the project for the installation of new signs. Communications staff will develop outreach and strategy for the project. In total, this equates to approximately 1.5 FTE for the project. Estimated Financial Need: Costs will be dependent on the number of signs needing to be installed to meet state regulations and city policy. The Street Fund will be the likely source of funding, and will be presented to Council for consideration of priorities related to other Street Fund demands. Respect. Excellence. Trust. Service. GOAL 8 - INITIATIVE 1 MEMORANDUM V O OREGOC� TO: Mayor and City Council FROM: Executive Team SUBJECT: Council Initiative Work Plan: Continue work on key housing initiatives, the housing production strategy, guiding the HACC/Metro project on the Boones Ferry Road, and support for other non-profit led housing projects DATE: March 1, 2024 Big Picture Goal: Conserve the community's character, sense of place, and quality of life by planning for change and growth. Council Initiative: Continue work on key housing initiatives, the housing production strategy, guiding the Hacienda project on Boones Ferry Road, and support for other non-profit led housing projects. Lead Department: Community Development Support Departments: Engineering, CMO (Sustainability, Equity and Communications) Plan to Tackle the project: 1. Hacienda Affordable Housing Project(Boones Ferry Rd.) a. Assist developer with permitting. (2024-2025; construction expected to begin Summer 2025) 2. House Bill 2003 (HB 2003) a. Adopt a Housing Production Strategy (HPS) to produce needed housing identified in the 2023 Housing Needs Analysis (HNA), as required by HB 2003; due by December 2024. 3. Non-profit led affordable housing a. Continue to assist and guide Habitat for Humanity through the permit process for their development of 23 affordable, for-sale townhomes in West Lake Grove. Respect. Excellence. Trust. Service. 503-675-3984 380 A AVENUE PO BOX 369 LAKE OSWEGO,OR 97034 WWW.LAKEOSWEGO.CITY GOAL 8 - INITIATIVE 1 Page 2 of 2 b. Assist and guide the developer of the North Anchor project with construction, to ensure delivery of eight income-restricted affordable units. c. Assist with any new non-profit led affordable housing in Lake Oswego with planning and permitting, and by promoting the City's affordable housing financial incentives. Proposed Timeline and Major steps: The HPS, due December 2024, is supported by the Housing Production Task Force appointed by City Council. The work with non-profit housing providers is ongoing with work tasks that vary as opportunities arise. Proposed Staffing Required: This work is led by Planning staff, with outside consultant services for the HPS. The HPS work requires approximately 40% of the Long-Range Planning Manager's time. Work on the housing initiatives requires approximately 20% of the Community Development Director's time and some administrative staff time. The City's Equity, Sustainability, and Communications staff (CMO) are engaged in the HPS work. Estimated Financial Need: Community Development budgeted $100,000 for the HNA/HPS consultant, whose work is underway. Respect. Excellence. Trust. Service.