Agenda Item - 2024-03-19 - Number 8.1 - Ordinance 2938, Annual Chapter 50 Code Amendments (LU 23-0036) 8.1
o,� E 0 COUNCIL REPORT
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Subject: Ordinance 2938 (LU 23-0036), 2023 Annual CDC Code Amendments
Meeting Date: March 19, 2024 Staff Member: Ellen Davis, AICP, Senior Planner
Report Date: March 13, 2024 Department: Community Development Department
Action Required Advisory Board/Commission Recommendation
❑ Motion ❑X Planning Commission Recommends Approval
❑X Public Hearing ❑ Denial
❑X Ordinance ❑ None Forwarded
❑ Resolution ❑ Not Applicable
❑ Information Only Comments:
❑ Council Direction
❑ Consent Agenda
Staff Recommendation: Conduct a legislative land use public hearing and tentatively approve
Ordinance 2938 (LU 23-0036), amending the Community Development Code (CDC) (LOC
Chapter 50).
Recommended Language for Motion: Move to tentatively approve Ordinance 2938 and
direct staff to return on April 2, 2024, with a final version of the ordinance, including findings
and conclusions for LU 23-0036.
Issue before Council (Highlight Policy Question): Annual code amendments to clarify and
refine LOC Chapter 50.
❑X Council Goals/Priorities ❑Adopted Master Plan(s) ❑Not Applicable
ISSUE BEFORE COUNCIL
Should all of the 2023 annual Community Development Code (CDC) amendments proposed in
Ord. 2938 be enacted?
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EXECUTIVE SUMMARY
The proposed amendments to the Community Development Code are part of the City's
continuous process improvement efforts to ensure the regulations are consistent with the
Comprehensive Plan, implement City Council goals and policies, and reflect best practices in
contemporary urban planning. The amendments are also intended to correct errors, eliminate
text ambiguities and redundancies, and clarify the code's language.
BACKGROUND
The Planning Commission reviewed the proposed amendments (Ordinance 2938) in two work
sessions on October 23, 2023, and December 11, 2023, and held a public hearing on February
12, 2024. The Commission recommends (5-1-1) approval of Ordinance 2938 as reflected in the
Findings, Conclusion, and Order adopted on February 26, 2024 (Exhibit B-1). Because the
amendments are recommended for approval as a package, the Council is directed to the
Commission deliberation on the individual items found in the Commission's February 12, 2024
draft minutes (Exhibit C-1).
The proposed code text, along with explanations for each amendment and supplemental
Commission findings, is presented in Attachment 2 to Exhibit B-1, dated February 12, 2024
(Exhibit B-1, pgs. 6-29). The proposed code text without commentary is contained in
Attachment 2 to Ordinance 2938 (Exhibit A-1.1), dated February 20, 2024.
DISCUSSION
The amendments will clarify and update various provisions as summarized in the table, below.
Compliance with the Comprehensive Plan Policies and other applicable criteria are discussed in
the Planning Commission hearing staff report, Exhibit D-1.
Maintenance Amendments (LOC Chapters 50.03- 50.07, and 50.10)
ITEM TITLE CODE SECTION(S)
1. Remove references to parking allowances for cottage clusters of LOC 50.03.003.1.d.vi(1)
more than 16 cottages.
2. Remove C Avenue from the special street setback table. LOC 50.04.002.5
Table 50.04.002-1
3. Clarify the methodology for determining the front property line LOC 50.04.003.6.c
for flag lots created prior to adoption of code regulating flag lots
or outside of City limits.
4. Clarify that the 75% impervious surface limit for cottage clusters LOC 50.04.001.2.f.ii(4);
supersedes certain zone and overlay district standards that also LOC 50.04.001.2.f.iii;
regulate impervious surfaces. LOC 50.05.001.4;
LOC 50.05.003.5;
LOC 50.05.012.6
5. Update text limiting certain surfaces within the Uplands Overlay LOC 50.05.012.6
district to include hardscape surfaces and roof areas rather than
"impervious" surfaces.
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6. Clarify that invasive tree removal is permitted within sensitive LOC 50.05.010.6.c.ii(1)(b)
lands and that mitigation is required for such removal.
7. Clarify that interior side yard setback planes are measured from LOC 50.06.002.2.e
the property line, not the setback line.
8. Clarify that townhouse minimum street frontage is 15 feet, LOC 50.06.003.1.c.i
consistent with the 15-foot lot width required for townhouses, Table 50.06.003-1
and replace the term "rowhouse" with "townhouse" for
consistency.
9. Update the retaining wall height exception to include middle LOC 50.06.004.2.b.x(4)
housing and access lanes.
10. Exempt lots created through Middle Housing Land Divisions LOC 50.06.007.1.b
(MHLD) from the solar access standard.
11. Update practices for notice of appeal hearings to allow staff to LOC 50.07.003.7.g.i
email commenters who submitted electronic comments and did
not provide a mailing address.
12. Update the deadline for submittal of written testimony for LOC 50.07.003.7.k(ii)
closed record appeals to City Council.
13. Clarify that screening fences for flag lots must be sight- LOC 50.07.007.2.f.iii
obscuring, and exempt property lines within flood management
areas and along Oswego Lake or Canal from the fence
installation requirement.
14. Prohibit the installation of new invasive species plantings to LOC 50.07.007.2.f.v
meet flag lot landscaping requirements.
15. Clarify that construction or placement of an accessory structure LOC 50.10.003.2
is considered a minor alteration for Historic Preservation
purposes.
16. Clarify that Duplexes, Triplexes, and Quadplexes must share LOC 50.10.003.2
common wall(s) or floor(s).
CODE POLICY ITEMS& DISCUSSION (LOC Chapters 50.03, 50.06 and 50.08)
ITEM TITLE CODE SECTIONS)
1. Establish cottage orientation for cottage cluster sites that abut LOC 50.03.003.1.d.iii(3)
an unimproved or unopened street right-of-way.
2. Allow a third (or more) garage opening to be offset two feet LOC 50.06.001.4.a.v
from the previous garage plane rather than requiring the two
feet to be stepped back specifically.
3. Exempt open fences around playgrounds and athletic facilities LOC 50.06.004.2.b.x(2)
such as tennis and basketball courts, baseball backstops, etc.
from the evergreen hedge screening requirement.
4. Allow minor variance applications to all fence standards. LOC 50.08.002.2.e
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FISCAL IMPACT
None anticipated.
RECOMMENDATION
Staff recommends that the City Council tentatively approve LU 23-0036 as recommended by
the Planning Commission, and direct staff to prepare a final version of Ordinance 2938,
including findings and conclusions, for adoption April 2, 2024.
EXHIBITS
A. Draft Ordinances
A-1.1 Draft Ordinance 2938, 03/13/24
Attachment 1: Reserved for City Council Findings (not included)
Attachment 2: Code Text Amendments without Commentary, 02/20/24
B. Findings, Conclusions and Order
B-1 Planning Commission Findings, Conclusions, and Order, 02/26/24, includes
Attachment 2 of Ordinance 2938: Code Text Amendments with Commentary,
02/12/24
C. Minutes
C-1 Planning Commission Public Hearing Draft Minutes 02/12/24
D. Staff Memos & Reports
D-1 Planning Commission Staff Report, 02/01/24
E. Graphics/Plans [No current exhibits]
F. Written Materials [No current exhibits]
G. Public Testimony
G-1 Letter from Kevin Chavez, Hacienda CDC, 02/12/24
G-2 Email from Kate Myers, 02/12/24
G-3 Presentation by Neighborhood Chairs Committee, 02/12/24
G-4 Presentation by First Addition Neighbors-Forest Hills Neighborhood Association,
02/12/24
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EXHIBIT A-1
ORDINANCE 2938
AN ORDINANCE OF THE LAKE OSWEGO CITY COUNCIL AMENDING LOC CHAPTER 50
(COMMUNITY DEVELOPMENT CODE) FOR THE PURPOSE OF CLARIFYING AND UPDATING
VARIOUS PROVISIONS (2023); AND, ADOPTING FINDINGS (LU 23-0036).
WHEREAS, notice of the public hearing for consideration of this Ordinance was duly given in the
manner required by law; and
WHEREAS, a public hearing before the Planning Commission was held on February 12, 2024, at
which the staff report, testimony, and evidence were received and considered; and
WHEREAS, the Planning Commission has recommended that LU 23-0036 be approved by the City
Council; and
WHEREAS, a public hearing on LU 23-0036 was held before the City Council of the City of Lake
Oswego on March 19, 2024, at which the staff report, testimony, and evidence were received
and considered; and
WHEREAS, these amendments to the Lake Oswego Code, Chapter 50 (Community Development
Code) are intended to remove ambiguous and conflicting language, correct the text, and add
clarifying text that is consistent with past interpretations;
The City of Lake Oswego ordains as follows:
Section 1. The City Council hereby adopts the Findings and Conclusions (LU 23-0036), attached
as Attachment 1.
Section 2. The Lake Oswego Code, Chapter 50 (Community Development Code) is hereby
amended by deleting the text shown by strikcthrough type and adding new text shown in
underlined type, in Attachment 2. (Sections or subsections within LOC Chapter 50 that are
omitted in Attachment 2, and not marked for deletion or addition, are neither amended nor
deleted by this Ordinance.)
Section 3. Severability. The provisions of this ordinance are severable. If any portion of this
ordinance is for any reason held to be invalid, such decision shall not affect the validity of the
remaining portions of this ordinance.
///
Ordinance 2938 (LU 23-0036) EXHIBIT A-1.1/PAGE 1 OF 2
Section 4. Effective Date. As provided in Section 35C of Chapter VII of the Lake Oswego Charter,
this ordinance shall take effect on the thirtieth day following enactment.
Enacted at the meeting of the City Council of the City of Lake Oswego held on the 19th day of
March, 2024.
AYES:
NOES:
ABSTAIN:
EXCUSED:
Joseph M. Buck, Mayor
Dated:
ATTEST:
Kari Linder, City Recorder
APPROVED AS TO FORM:
Ellen Osoinach, City Attorney
Ordinance 2938 (LU 23-0036) EXHIBIT A-1.1/PAGE 2 OF 2
ATTACHMENT 2
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
LOC 50.03.003.1.d.iii Cottage Orientation
iii. Cottage Orientation
(3) Cottages within 20 ft. of a property line abutting a public street must have a primary
entrance into the living area of the cottage facing the street, unless:
(a)The street is an unimproved or unopened right-of-way; or
(b)The cottage is required otherwise by to face the courtyard to comply with subsection
1.d.iii(2) of this section.
LOC 50.03.003.1.d.vi(1)
(1) Clustered Parking. Off-street parking shall be arranged in clusters,subject to the following
standards:
(a) Cottage cluster developments with fcwcr than 16 cottages are permitted parking clusters of
not more than five abutting spaces.
(b) Cottage cluster developments with 16 cottages or more arc permitted parking clusters of not
more than eight abutting spaces.
(et') Parking clusters must be separated from other parking spaces by at least four ft. of
landscaping.
(dc) Clustered parking areas may be covered.
LOC Table 50.04.002-1 Special Street Setbacks Table
TABLE 50.04.002-1:SPECIAL STREET SETBACKS
Affected
Streets From To Special Setback
Bangy Rd. South of Alyssa 30 ft.
Terrace
Bergis Rd. Cornell St. Stafford Rd. 30 ft.
Bergis Rd. Cornell St. Skylands Rd. 25 ft.
Boones Mercantile Dr. Madrona St. 50 ft., unless reduced by the City
Ferry Rd. Engineer,finding that the purpose is
met by a lesser amount.
Boones Madrona St. West Sunset Dr. 50 ft.
1 Ferry Rd.
Bonita Rd. 30 ft.
Bryant Rd. Boones Ferry Rd. Lake View Blvd. 40 ft.
Bryant Rd. Lake View Blvd. Childs Rd. 30 ft.
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 1 of 9
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
TABLE 50.04.002-1:SPECIAL STREET SETBACKS
Affected
Streets From To Special Setback
Burma Rd. 25 ft.
"C"Ave. State St. alley Country Club 30 ft.
Carman South and west 40 ft.
Drive of Kruse Way
LOC 50.04.003.6.c Special Determination of Yards and Yard Requirements
C. Determination of Front Yard for Flag Lots Created Prior to Scptcmb^" 9940ther Than Under
Flag Lot Section [LOC 50.07.007.21, and Lots Accessing by Easement
The front yard shall be the area abutting the property line of the "flag" portion of the lot parallel to
the street providing access to a flag lot created prior to September 6, 1998 or any other lot that
would qualify as a Flag Lot but for the date of creation. If this standard is not practical due to
placement of structures on adjacent lots, topography or similar reasons,then the front yard will be
that portion of the lot abutting the property line of the greatest length abutting the access portion
of the flag or easement.
///
LOC 50.04.001.2.f.ii(4) - R-6 Zone Dimensional Standards
f. Lot Coverage/Impervious Surfaces—Additional Standards
///
ii. R-6 Lot Coverage/Impervious Surfaces
///
(4) Cottage clusters are exempt from maximum lot coverage and standards.
impervious surface limitations. See LOC 50.03.003.1.d.ii(1)for maximum impervious
surface coverage standards applicable to cottage clusters.
///
LOC 50.04.001.2.f.iii — R-DD Zone Dimensional Standards
f. Lot Coverage/Impervious Surfaces—Additional Standards
///
iii. R-DD Lot Coverage/Impervious Surfaces
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 2 of 9
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
III
LOC 50.05.001.4 — Glenmorrie R-15 Overlay District
4. LIMITATION ON CERTAIN ELEMENTS
No more than 50%of a lot shall be covered with any of the following elements: structures, patios,
paving or impervious walks. However, pervious decks and natural-appearing constructed ponds shall not
be included within this limitation. Where a paved area contains mixed nonplant and plant elements,
only the nonplant portions of the area shall be included within this limitation. (See Figure 50.05.001-B:
Illustrative Mixed Paved Areas and Natural-Appearing Ponds for illustrations of natural-appearing
constructed ponds and paved areas with mixed nonplant and plant elements.)
Exception:Cottage clusters are exempt from impervious surface or certain element limitations.See
LOC 50.03.003.1.d.ii(1)for maximum impervious surface coverage standards applicable to cottage
clusters.
///
LOC 50.05.003.5 — Lake Grove R-7.5/R-10 Overlay District
5. LIMITATION ON CERTAIN ELEMENTS
No more than 50%of a lot shall be covered with any of the following elements: structures, patios,
paving or impervious walks. However, pervious decks and natural-appearing constructed ponds shall not
be included within this limitation. Where a paved area contains mixed nonplant and plant elements,
only the nonplant portions of the area shall be included within this limitation. See Figure 50.05.001-B:
Illustrative Mixed Paved Areas and Natural-Appearing Ponds for examples.
Exception:Cottage clusters are exempt from impervious surface or certain element limitations.See
LOC 50.03.003.1.d.ii(1)for maximum impervious surface coverage standards applicable to cottage
clusters.
///
LOC 50.05.012.6 — Uplands R-10 Overlay District
6: LIMITATION ON IMPERVIOUS HARDSCAPE SURFACES AND STRUCTURES(INCLUDING ROOF AREAS)
a. No more than 50%of the lot may be covered with impervious hardscape surfaces and structures.
Exception:Cottage clusters are exempt from impervious surface or hardscape limitations.See LOC
50.03.003.1.d.ii(1)for maximum impervious surface coverage standards applicable to cottage clusters.
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 3 of 9
PLANNING COMMISSION RECOMMENDATION — Feb. 26, 2024 (without commentary and reorganized
numerically)
b. The area between the front lot line and the nearest edge of the building footprint shall not be
covered by more than 30%of impervious hardscape surfaces and structures.
///
Figure 50.05.012-C: Limitation on Hardscape Surfaces and Structures
1 Total Hardscape and Structure Area < 50% of Lot
(12,000 sq. ft. lot, 6,000 sq. ft. max. Hardscape
and Structures)
Hardscape Area
jr i• (Patio)
i
`. 1
1 ,
1 ,
1 ,
I
'
1
Structure
,
Hardscape Area
i (Driveway)
i
.1----...---- I
i
i / 30%o max ,, i
1 tHardscape ands'' 1
i i Structures f' __1
LOC 50.05.010.6.c.ii(1)(b) Tree Removal
(b) Tree Removal
Tree removal within an RP district shall be subject to the following criteria:
///
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 4 of 9
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
(vi) Invasive tree removal permit, in accordance with LOC 55.02.042(6), except that
mitigation shall be required as described in LOC 55.02.084,
///
Note to Codifier: Upon codification, remove the following cross reference:
[Cross-Reference: Invasive Trees may be removed from RP Districts under the exemption in
LOC 50.05.010.2.c.vi ("other development that does not remove any native vegetation ..." is
exempt from the Sensitive Lands section).]
LOC 50.06.001.4.a.v Multiple Garage Opening Setbacks
v. Multiple Garage Opening Setbacks
In any instance where a garage or a set of adjacent garages is designed to park three or more
vehicles, only the garage openings for the first two vehicles may occupy the same building plane.
Each additional building plane with a garage opening shall be offset back by a minimum of two ft.
from the previous garage building plane.
Exceptions:
(1) The lot is a steeply sloped lot;
(2) The width of a parcel is less than 50 ft.; or
(3) The garage is proposed to be set back at least 60 ft. from the public right-of-way.
LOC 50.06.002.2.e Side Yard Setback Plane — Interior Yards
e. Side Yard Setback Plane—Interior Yards
Except as set forth in subsection 2.e.ii of this section,the side profile of a structure shall fit
behind a plane that starts at the side property line and extends upward to 12 ft. and slopes
toward the center of the lot at a slope of 12:12 up to the maximum allowed height at the
peak as illustrated in Figure 50.06.001-G: Side Yard Setback Plane, below.The finished grade
at the foundation shall be used as the grade elevation at the setback property line for
purposes of measuring the setback plane.
LOC 50.06.003.1.c Standards for Approval
c. Standards for Approval
i. Every residentially zoned lot shall abut a street for the following minimum length:
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 5 of 9
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
TABLE 50.06.003-1: MINIMUM STREET FRONTAGE
Residentially Zoned Lot Minimum Street Frontage
Rev/Ile-use Townhouse 17 ft. 15 ft.
Flag Lot LOC 50.07.007.2.c
All Other 25 ft.
///
LOC 50.06.004.2.b.x(2)
b. Location and Height
///
x. Exceptions from Height Limitations
///
(2) An open (80% open)fence which is not located in the front yard (forward of the
primary structure to the front lot line) and which encloses part or all of a tennis court,
swimming pool, playing field, park, commercial recreational facility, public or semi-public
utility structure, or courtyards or play areas for day care and educational institutions.The
evergreen hedge screening requirement in LOC 50.06.004.2.b.iv does not apply to these
fences; or
///
LOC 50.06.004.2.b.x(4) Exceptions from Height Limitations
///
(4) Retaining walls used to directly support a driveway,access lane, or car parking area for a single-
family residence or middle housing; or
///
LOC 50.06.007.1.b.9. IMPROVEMENTS AND SECURITY
b. Applicability
The solar design standard in LOC 50.06.007.1.c shall apply to subdivision applications (except
Middle Housing Land Divisions(ORS 92.031)),that create lots intended for single-family detached
or middle housing dwellings in any zone, except to the extent the reviewing authority finds that the
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 6 of 9
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
applicant has shown one or more of the conditions listed in LOC 50.04.004.1, Exemptions from Solar
Design Standard, and LOC 50.04.004.2,Adjustments to Solar Design Standard, exist and exemptions
or adjustments provided for therein are warranted.
LOC 50.07.003.7.g Notice of the Appeal Hearing
g. Notice of the Appeal Hearing
i. Written notice of the appeal hearing before the City Council shall be sent by regular electronic mail
to the email address provided, or if no email address is provided then by regular mail, no later than 14
days prior to the date of the hearing to the appellant, the applicant if different from the appellant, and
all persons who testified either orally or in writing before the hearing body, or,for a minor development
decision of the City Engineer, submitted written testimony to the City Engineer.
LOC 50.07.003.7.k Presenting Testimony
k. Presenting Testimony
///
ii. Written testimony may be submitted prior to or at the public h aring. Written testimony may be
submitted prior to the public hearing and must be received by the City Recorder by 512:00 p.m.er
the two business days of prior to the scheduled hearing to be submitted by staff at the public
h aring. Written testimony submitted at the h -aring must be filed with the recording secretary and
placed before the City Council. Written comments that are merely referred to in testimony but
which are not placed before the hearing body pursuant to this section shall not become part of the
record of the proceedings. Written comments that attempt to present new evidence or raise new
issues not presented or raised before the hearing body shall be rejected.
LOC 50.07.007.2.f Screening, Buffering and Landscape Installation
f. Screening, Buffering and Landscape Installation
///
iii. The perimeter of the flag lot(s) shall be screened from abutting lots outside of the development site
with a six-ft.-tall solid, sight-obscuring fence, except:
(1) Where a four-ft.fence is required by LOC 50.06.004.2.b.i, Fences, or where such
screening would conflict with standards for Sensitive Lands Overlay Districts, Flood
Management Areas,or where the property line abuts Oswego Lake or Oswego Canal; or
///
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 7 of 9
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
LOC 50.07.007.2.f Screening, Buffering and Landscape Installation
f. Screening, Buffering and Landscape Installation
////
v. Plant materials listed as nuisance or invasive in LOC 50.11.004,Appendix D, and the Invasive Tree
Species List on file at the Planning Department are prohibited in landscaping required by this section.
///
LOC 50.08.002.2 Minor Variance Classifications
2. Minor Variance Classifications
////
e.A variance to standards in LOC 50.06.004.2 for a maximum fence,wall, retaining wall, or a
combination thereof, height restrictions pursuant to LOC 50.06.004.2.
///
LOC 50.10.003.2 Definitions —Alteration (Historic Preservation); Alteration,
Minor (Historic Preservation)
Alteration (Historic Preservation)
Alteration:An addition to, or removal of a portion of, or reconfiguration of a landmark that changes an
elevation of a landmark or contributing resources (not applicable to National Register properties; see
"Demolition.-"). Construction or placement of an accessory structure on a property that contains a
historic landmark, except on sites over one acre in size or placement of an accessory structure more
than 300 feet from the landmark structure or resource, is an "alteration"of the Landmark.
Alteration, Minor(Historic Preservation)
An alteration (historic preservation)that does not:
a. Change the height of the building;
b. Make a substantial change to an elevation visible from the public right-of-way, a public open space,
or Oswego Lake;
c. Increase the floor area more than 20% provided the building addition or accessory structure is not
visible from the public right-of-way, a public open space, or Oswego Lake; and
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 8 of 9
PLANNING COMMISSION RECOMMENDATION— Feb. 26, 2024 (without commentary and reorganized
numerically)
d. Reduce the square footage of the original structure other than removing previous additions or
treatments that did not contribute to the historical or architectural significance of the landmark as
stated in the findings of fact for the landmark designation.
LOC 50.10.003.2 Definitions
Duplex
Two attached dwelling units on a lot where each unit shares at least one common wall or floor/ceiling
with an adjacent dwelling unit. The common wall shall consist of a structural wall that is shared for at
least 25%of the length of the side of each dwelling unit or the common floor/ceiling shall consist of at
least 25%of the floor area of each dwelling unit.
Quadplex
Four attached dwelling units on a lot where each unit shares at least one common wall or floor/ceiling
with an adjacent dwelling unit.The common wall shall consist of a structural wall that is shared for at
least 25%of the length of the side of each dwelling unit or the common floor/ceiling shall consist of at
least 25%of the floor area of each dwelling unit.
Triplex
Three attached dwelling units on a lot where each unit shares at least one common wall or floor/ceiling
with an adjacent dwelling unit. The common wall shall consist of a structural wall that is shared for at
least 25%of the length of the side of each dwelling unit or the common floor/ceiling shall consist of at
least 25%of the floor area of each dwelling unit.
LU 23-0036 ATTACHMENT 2 (Ordinance 2938)/Page 9 of 9
EXHIBIT B-1
APPROVED: 02/26/2024
1 BEFORE THE PLANNING COMMISSION
2 OF THE
3 CITY OF LAKE OSWEGO
4
5 A REQUEST FOR AMENDMENTS TO THE ) LU 23-0036
6 COMMUNITY DEVELOPMENT CODE FOR THE ) (CITY OF LAKE OSWEGO)
7 PURPOSE OF CLARIFYING AND UPDATING ) FINDINGS, CONCLUSIONS & ORDER
8 VARIOUS PROVISIONS AND )
9 ADOPTING ORDINANCE 2938. )
10
11 NATURE OF APPLICATION
12
13 The City of Lake Oswego is requesting approval of legislative amendments (Ordinance 2938) to
14 the Lake Oswego Community Development Code (CDC) for the purpose of clarifying and
15 updating various provisions. Proposed amendments are to:
16
17
18
CODE MAINTENANCE ITEMS(LOC Chapters 50.03-50.07, and 50.10)
ITEM TITLE CODE SECTION(S)
1. Remove references to parking allowances for cottage LOC 50.03.003.1.d.vi(1)
clusters of more than 16 cottages because the maximum
number of cottages allowed in the code is eight.
2. Remove C Avenue from the special street setback table LOC 50.04.002.5
because this right-of-way width already meets the 60-foot Table 50.04.002-1
width established in the table.
3. Clarify the methodology for determining the front property LOC 50.04.003.6.c
line for flag lots created prior to adoption of code regulating
flag lots or outside of City limits.
4. Clarify that the 75% impervious surface limit for cottage LOC 50.04.001.2.f.ii(4); LOC
clusters supersedes certain zone and overly district 50.04.001.2.f.iii; LOC 50.05.001.4;
standards that also regulate impervious surfaces. LOC 50.05.003.5; LOC 50.05.012.6
5. Update text limiting certain surfaces within the Uplands LOC 50.05.012.6
Overlay district to include hardscape surfaces and roof areas
rather than "impervious" surfaces,to be consistent with
legislative history and current practice.
6. Clarify that invasive tree removal is permitted within LOC 50.05.010.6.c.ii(1)(b)
sensitive lands and that mitigation is required for such
removal.
7. Clarify that interior side yard setback planes are measured LOC 50.06.002.2.e
from the property line, not the setback line.
8. Clarify that townhouse minimum street frontage is 15 feet, LOC 50.06.003.1.c.i
consistent with the 15-foot lot width required for Table 50.06.003-1
townhouses, and replace the term "rowhouse"with
"townhouse"for consistency.
LU 23-0036 Page 1 of 5
LU 23-0036 EXHIBIT B-1/PAGE 1 OF 5
APPROVED: 02/26/2024
9. Update the retaining wall height exception that currently LOC 50.06.004.2.b.x(4)
applies only to walls supporting driveway or parking areas
for single-family residences to include middle housing and
access lanes.
10. Exempt lots created through Middle Housing Land Divisions LOC 50.06.007.1.b
(MHLD)from the solar access standard. MHLD lot creation is
solely for ownership purposes, not zoning or building design
standards. Partitions are already exempt from this standard.
11. Update practices for notice of appeal hearings to allow staff LOC 50.07.003.7.g.i
to email commenters who submitted electronic comments
and did not provide a mailing address.
12. Update the deadline for submittal of written testimony for LOC 50.07.003.7.k(ii)
closed record appeals to City Council to review for new
materials and distribution to members of the hearing body.
13. Clarify that screening fences must be sight-obscuring, and LOC 50.07.007.2.f.iii
exempt property lines within flood management areas and
along Oswego Lake or Canal from the fence installation
requirement.
14. Prohibit the installation of new invasive species plantings to LOC 50.07.007.2.f.v
comply with flag lot landscaping requirements.
15. Clarify that construction or placement of an accessory LOC 50.10.003.2
structure is considered a minor alteration for Historic
Preservation purposes.
16. Clarify that Duplexes,Triplexes, and Quadplexes must share LOC 50.10.003.2
common wall(s) or floor(s).1
CODE POLICY ITEMS& DISCUSSION (LOC Chapters 50.03, 50.06,and 50.08)
ITEM TITLE CODE SECTIONS)
1. Establish cottage orientation for cottage cluster sites that LOC 50.03.003.1.d.iii(3)
abut an unimproved or unopened street right-of-way.
2. Determine whether to allow a third (or more)garage LOC 50.06.001.4.a.v
opening to be offset two feet from the previous garage
plane rather than requiring the two feet to be stepped back
specifically.
3. Exempt open fences around athletic facilities such as tennis LOC 50.06.004.2.b.x(2)
and basketball courts, baseball backstops, etc. from the
evergreen hedge screening requirement.
4. Determine whether to allow minor variance applications to LOC 50.08.002.2.e
all fence standards. Increases in fence/wall/retaining wall
height are already considered minor variances.
1
2 HEARINGS
3
1 Maintenance Item#16 was added after the second work session held on December 11, 2023. It was included in
all materials for the Public Hearing held on February 12, 2024.
LU 23-0036 Page 2 of 5
LU 23-0036 EXHIBIT B-1/PAGE 2 OF 5
APPROVED: 02/26/2024
1 The Planning Commission held a public hearing and considered this application at its meeting
2 on February 12, 2024.
3
4 CRITERIA AND STANDARDS
5
6 A. City of Lake Oswego Comprehensive Plan
7 Land Use Planning - Policies A-1, A-2, C-1, C-3 and D-1
8 Inspiring Spaces and Places - Goal 1, Policies 1, 2, 3, and 8; Goal 2, Policy 4 (d and e)
9 Complete Neighborhoods & Housing - Policies A-4, B-1 and C-7
10 Economic Vitality- Policy B-1 (b, c, and d)
11 Community Health and Public Safety- Sound Quality- Policy 1
12
13 B. City of Lake Oswego Community Development Code
14 LOC 50.07.003.3.c. Published Notice for Legislative Hearing
15 LOC 50.07.003.16.a Legislative Decisions Defined
16 LOC 50.07.003.16.b Criteria for Legislative Decision
17 LOC 50.07.003.16.c Required Notice to DLCD
18 LOC 50.07.003.16.d Planning Commission Recommendation Required
19 LOC 50.07.003.16.e City Council Review and Decision
20
21 CONCLUSION
22
23 The Planning Commission concludes that the recommended Code Amendments in Attachment
24 2 (dated 2/13/24) of proposed Ordinance 2938 are in compliance with all applicable criteria.
25
26 FINDINGS AND REASONS
27
28 The Planning Commission (Commission) incorporates the Staff Memos (dated October 13,
29 2023, December 11, 2023) and the Staff Report, dated February 1, 2024 (with all exhibits
30 attached thereto), on LU 23-0036 as support for its decision, supplemented by the further
31 findings and conclusions set forth herein. In the event of any inconsistency between the
32 supplementary matter herein and the staff report, the matter herein controls.
33
34 Following are the supplementary findings and conclusions of this Commission:
35
36 1. Maintenance Item #12: Change Deadline for Written Testimony for City Council Appeals.
37 The Commission considered whether to change the deadline for written testimony prior to
38 closed-record City Council appeal hearings to one or two business days before the appeal
39 hearing. Staff recommended two business days. No public testimony on this item was received.
40 The Commission found that staff's recommendation of two business days was appropriate, in
41 order to adequately review submissions and resolve evidentiary issues with submitters.
42
LU 23-0036 Page 3 of 5
LU 23-0036 EXHIBIT B-1/PAGE 3 OF 5
APPROVED: 02/26/2024
1
2 2. Maintenance Item #16: Definition of Duplex, Triplex, and Quadplex. The Commission
3 received public testimony from Carole Okert, speaking on behalf of the Lake Oswego
4 Neighborhood Chairs Committee and as a representative for the First Addition Neighbors—
5 Forest Hills Neighborhood Association, regarding the proposal to specify that-plexes must share
6 common walls or floors/ceilings. Ms. Ockert supported staff's reading of the legislative history
7 for the Middle Housing Code Amendments that the common dictionary definition of the term
8 "attached" was intended when these -plex housing types were added to the code, rather than
9 the LOC Chapter 50 definition of"detached" as a 3 foot or great horizontal separation. Ms. Okert
10 requested that the Commission require 100% of wall or floor/ceiling plans be shared between
11 plex units.
12
13 The Commission finds that the proposed amendment to require at least 25% of wall or
14 floor/ceiling areas between plex units as shared planes mirrors the current definition of
15 "Townhouse" and provides greater design flexibility. The Commission finds that definitions for
16 duplex, triplex, and quadplex as proposed sufficiently enact the legislative intent for these
17 dwelling types.
18
19 3. Policy Item #1: Cottage Orientation Abutting Unimproved and Unopened Rights-of-Way.
20 The Commission considered whether to exempt cottages within a cottage cluster that do not
21 face a common courtyard from the requirement to face the public right-of-way when said
22 public right-of-way is unimproved and/or unopened. Staff recommended exemptions for both
23 unimproved and unopened rights-of-way. No public testimony on this item was received. The
24 Commission found that staff's recommendation that the exemption include both unimproved
25 and unopened rights-of-way was appropriate.
26
27 ORDER
28
29 IT IS ORDERED BY THE PLANNING COMMISSION of the City of Lake Oswego that:
30
31 1. The Planning Commission recommends that proposed Ordinance 2938, with Exhibit A
32 (based on Attachment 2, dated February 13, 2024) [LU 23-0036] be approved by the City
33 Council.
34
35 //
36
37 //
38
39 [Signatures on Next Page]
40
41 //
42
43
44
LU 23-0036 Page 4 of 5
LU 23-0036 EXHIBIT B-1/PAGE 4 OF 5
APPROVED: 02/26/2024
1 II
2
3
4
5 //
6 I CERTIFY THAT THIS ORDER was presented to and APPROVED by the Planning Commission of
7 the City of Lake Oswego.
8
9 DATED this 26 day of February, 2024.
10
11
12 /s/ Diana Moreno, Chair
13 Diana Moreno, Chair
14 Planning Commission
15
16
17
18 PRELIMINARY RECOMMENDATION - February 12, 2024
19
20 AYES: Mitchell, Naujock, Schenone, Stewart, Thwing
21 NOES: Rigby
22 ABSTAIN: None
23 EXCUSED: Moreno
24
25 ADOPTION OF FINDINGS AND ORDER - February 26, 2024
26
27 AYES: Naujock, Schenone, Stewart, Thwing
28 NOES: Rigby
29 ABSTAIN: None
30 EXCUSED: Mitchell
LU 23-0036 Page 5 of 5
LU 23-0036 EXHIBIT B-1/PAGE 5 OF 5
2023 ANNUAL CODE AMENDMENTS (LU 23-0036)
Table of Contents
MAINTENACE (M)AND POLICY(P) ITEMS
ITEM 1 (M) 2
ITEM 2 (M) 3
ITEM 3 (M) 4
ITEM 4 (M) 5
ITEM 5 (M) 7
ITEM 6 (M) 9
ITEM 7 (M) 10
ITEM 8 (M) 11
ITEM 9 (M) 12
ITEM 10 (M) 13
ITEM 11 (M) 14
ITEM 12 (M) 15
ITEM 13 (M) 16
ITEM 14 (M) 17
ITEM 15 (M) 18
ITEM 16 (M) 19
ITEM 1 (P) 21
ITEM 2 (P) 22
ITEM 3 (P) 23
ITEM 4 (P) 24
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 1 of 24
MAINTENANCE
ITEM 1 (M): LOC 50.03.003.1.d.vi(1)/Use Specific Cottage Cluster— Clustered
Parking
LOC 50.03.003.1.d.vi(1)
(1) Clustered Parking. Off-street parking shall be arranged in clusters, subject to the following
standards:
(a) Cottage cluster developments with fewer than 16 cottages are permitted parking clusters of
not more than five abutting spaces.
(b) Cottage cluster developments with 16 cottages or more arc permitted parking clusters of not
more than eight abutting spaces.
(eb) Parking clusters must be separated from other parking spaces by at least four ft. of
landscaping.
(4c) Clustered parking areas may be covered.
Item 1 (M): No more than eight cottages are allowed within a cottage cluster development. Staff
recommends removing references to "developments of 16 cottages or more"to prevent confusion
regarding the maximum number of cottages permitted. This amendment modifies the language of
the parking requirement to remove references to larger clusters than allowed elsewhere in the Code.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 2 of 24
ITEM 2 (M): LOC Table 50.04.002-1; LOC 50.04.002.5; Special Street Setbacks
LOC Table 50.04.002-1 Special Street Setbacks Table
TABLE 50.04.002-1:SPECIAL STREET SETBACKS
Affected
Streets From To Special Setback
Bangy Rd. South of Alyssa 30 ft.
Terrace
Bergis Rd. Cornell St. Stafford Rd. 30 ft.
Bergis Rd. Cornell St. Skylands Rd. 25 ft.
Boones Mercantile Dr. Madrona St. 50 ft., unless reduced by the City
Ferry Rd. Engineer,finding that the purpose is
met by a lesser amount.
Boones Madrona St. West Sunset Dr. 50 ft.
Ferry Rd.
Bonita Rd. 30 ft.
Bryant Rd. Boones Ferry Rd. Lake View Blvd. 40 ft.
Bryant Rd. Lake View Blvd. Childs Rd. 30 ft.
Burma Rd. 25 ft.
"C" Ave. Statc St. alley Country Club 30 ft.
Carman South and west 40 ft.
Drive of Kruse Way
ITEM 2 (M):The C Avenue right-of-way width is already sufficient; no special street setback falls on
private property as the full length of the ROW described in the code is already 60 feet wide.The City's
Traffic Engineer supports this proposed amendment removing C Avenue from the Special Street
Setback table.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 3 of 24
ITEM 3 (M): LOC 50.04.003.6.c/Determination of Front Yard for Flag Lots
Created Outside City Limits and/or before Enactment of LOC 50.07.007.2
LOC 50.04.003.6.c Special Determination of Yards and Yard Requirements
C. Determination of Front Yard for Flag Lots Created Prior to Septcmbcr 6, 19980ther Than Under
Flag Lot Section [LOC 50.07.007.21, and Lots Accessing by Easement
The front yard shall be the area abutting the property line of the "flag" portion of the lot parallel to
the street providing access to a flag lot created prior to September 6, 1998 or any other lot that
would qualify as a Flag Lot but for the date of creation. If this standard is not practical due to
placement of structures on adjacent lots, topography or similar reasons,then the front yard will be
that portion of the lot abutting the property line of the greatest length abutting the access portion
of the flag or easement.
///
ITEM 3 (M):This amendment clarifies the method of determining the front lot line for flag lots created
outside of City limits, or any other flag lot created before or outside of the City's established flag lot
code (LOC 50.07.007.2).This amendment is necessary because the current code requires City Staff to
obtain copies of old versions of the County Code in place at various times of lot creation to determine
what the County then designated as the front lot line,for property now within City Limits.This can
result in inconsistent structure orientation and yard setback depths.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 4 of 24
ITEM 4 (M): LOC 50.04.001.2.f.ii(4); LOC 50.04.001.2.f.iii; LOC 50.05.001.4; LOC
50.05.003.5; LOC 50.05.012.6/Impervious Surface Limitations Not Applicable to
Cottage Clusters
R-6 Zone Dimensional Standards—LOC 50.04.001.2.f.ii(4)
f. Lot Coverage/Impervious Surfaces—Additional Standards
///
ii. R-6 Lot Coverage/Impervious Surfaces
///
(4) Cottage clusters are exempt from maximum lot coverage and standards.
impervious surface limitations.See LOC 50.03.003.1.d.ii(1)for maximum impervious
surface coverage standards applicable to cottage clusters.
///
R-DD Zone Dimensional Standards—LOC 50.04.001.2.f.iii
f. Lot Coverage/Impervious Surfaces—Additional Standards
///
iii. R-DD Lot Coverage/Impervious Surfaces
///
Glenmorrie R-15 Overlay District—LOC 50.05.001.4
4. LIMITATION ON CERTAIN ELEMENTS
No more than 50%of a lot shall be covered with any of the following elements: structures, patios,
paving or impervious walks. However, pervious decks and natural-appearing constructed ponds shall not
be included within this limitation. Where a paved area contains mixed nonplant and plant elements,
only the nonplant portions of the area shall be included within this limitation. (See Figure 50.05.001-B:
Illustrative Mixed Paved Areas and Natural-Appearing Ponds for illustrations of natural-appearing
constructed ponds and paved areas with mixed nonplant and plant elements.)
Exception:Cottage clusters are exempt from impervious surface or certain element limitations.See
LOC 50.03.003.1.d.ii(1)for maximum impervious surface coverage standards applicable to cottage
clusters.
///
Lake Grove R-7.5/R-10 Overlay District—LOC 50.05.003.5
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 5 of 24
5. LIMITATION ON CERTAIN ELEMENTS
No more than 50%of a lot shall be covered with any of the following elements: structures, patios,
paving or impervious walks. However, pervious decks and natural-appearing constructed ponds shall not
be included within this limitation. Where a paved area contains mixed nonplant and plant elements,
only the nonplant portions of the area shall be included within this limitation. See Figure 50.05.001-B:
Illustrative Mixed Paved Areas and Natural-Appearing Ponds for examples.
Exception:Cottage clusters are exempt from impervious surface or certain element limitations.See
LOC 50.03.003.1.d.ii(1)for maximum impervious surface coverage standards applicable to cottage
clusters.
///
Uplands R-10 Overlay District- LOC 50.05.012.6
6. LIMITATION ON IMPERVIOUS SURFACES
a. No more than 50%of the lot may be covered with impervious surfaces. Exception: Cottage clusters
are exempt from impervious surface or hardscape limitations. See LOC 50.03.003.1.d.ii(1)for
maximum impervious surface coverage standards applicable to cottage clusters.
///
ITEM 4(M): Cottage cluster development is subject to use-specific standards, which include a 75%
impervious surface area limitation within the required courtyards [LOC 50.03.003.1.d.ii(1)(e)].
Numerous overlays, plus the R-6 zone standards, also regulate impervious surfaces, but only the R-DD
code section specifies that cottage clusters are exempt [LOC 50.04.001.2.f.iii(2)].The intent of the
cottage cluster use-specific standards is to supersede zone and/or overlay standards that regulate the
same matter in compliance with State Law.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 6 of 24
ITEM 5 (M): LOC 50.05.012.6/Clarify Uplands Overlay Limitation on
"Impervious"Surfaces
6: LIMITATION ON IMPERVIOUS HARDSCAPE SURFACES AND STRUCTURES(INCLUDING ROOF AREAS)
a. No more than 50%of the lot may be covered with impervious hardscape surfaces and structures.
b. The area between the front lot line and the nearest edge of the building footprint shall not be
covered by more than 30%of impervious hardscape surfaces and structures.
///
Figure 50.05.012-C: Limitation on Hardscape Surfaces and Structures
Total Hardscape and Structure Area < 50% of Lot
(12,000 sq. ft. lot, 6,000 sq. ft. max. Hardscape
and Structures)
Hardscape Area
A/ (Patio)
i
i
,__ i
1 ,
i
i
Structure
-_,
, 1r
,
,
,
1
Hardscape Area
i
i (Driveway)
I
i
1 • I
I -' - I
'
I .-" "' I
1 _.-' /
1 `; 30% max ,, I
I Hardscape ands,
I I Structures`' __I
1 _L-
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 7 of 24
ITEM 5 (M):The code language currently limits "impervious" surfaces, which is not defined in LOC
Chapter 50.This has led to confusion by homeowners and developers within the Overlay. Researching
the legislative history in LU 17-0001 shows that the Overlay's intent was to limit "hardscape"that
would include permeable pavers, permeable asphalt, etc.:
"Commentary:The proposal to limit the impervious area between the building and front
property line is intended to prevent hardscape (primarily driveways)from being the predominant
surface treatment in the front yard.This is intended to support the existing and desired
neighborhood character of generous open space on lots, lush landscaping and an abundance of
trees, rather than an abundance of hardscape as viewed from the street."
Changing the term "impervious surfaces"to "hardscape and roof areas" should decrease confusion
and clarify that the intent of the regulation is not linked to stormwater pervious/impervious surface
standards.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 8 of 24
ITEM 6 (M): LOC 50.05.010.6.c.ii(1)(b) Invasive Tree Removal in RP Districts
LOC 50.05.010.6.c.ii(1)(b)Tree Removal
(b) Tree Removal
Tree removal within an RP district shall be subject to the following criteria:
III
(vi) Invasive tree removal permit,in accordance with LOC 55.02.042(6),except that
mitigation shall be required as described in LOC 55.02.084,
///
ITEM 6(M):The Sensitive Lands Overlay, LOC 50.05.010.6.c.ii(1)(b), lists allowed tree removal but does
not specifically list the Invasive Tree removal permit.The code only notes the removal of invasive trees
by including an editor's cross-reference to the Sensitive Lands exception for development that does
"not remove native vegetation" (Subsection 2.c.vi).This amendment lists an Invasive Tree removal
permit in the same manner that other permit types are listed,for consistency and reader's ease.
Note to Codifier: Upon codification, remove the following cross reference:
[Cross-Reference: Invasive Trees may be removed from RP Districts under the exemption in
LOC 50.05.010.2.c.vi ("other development that does not remove any native vegetation ..." is
exempt from the Sensitive Lands section).]
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 9 of 24
ITEM 7 (M): LOC 50.06.002.2.e,/Correct Error in Side Yard Setback Plane
Descriptions
LOC 50.06.002.2.e Side Yard Setback Plane—Interior Yards
e. Side Yard Setback Plane—Interior Yards
Except as set forth in subsection 2.e.ii of this section,the side profile of a structure shall fit
behind a plane that starts at the side property line and extends upward to 12 ft. and slopes
toward the center of the lot at a slope of 12:12 up to the maximum allowed height at the
peak as illustrated in Figure 50.06.001-G: Side Yard Setback Plane, below.The finished grade
at the foundation shall be used as the grade elevation at the setback property line for
purposes of measuring the setback plane.
ITEM 7(M):The side yard setback plane for interior side yards, rather than street side yards, is
measured from the side property line.This amendment replaces the erroneous reference to the
setback line with the correct reference to the property line.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 10 of 24
ITEM 8 (M): LOC 50.06.003.1.c.i; Table 50.06.003-1/Townhouse Lot Width vs.
Lot Frontage
LOC 50.06.003.1.c Standards for Approval
c. Standards for Approval
i. Every residentially zoned lot shall abut a street for the following minimum length:
pTABLE 50.06.003-1: MINIMUM STREET FRONTAGE
Residentially Zoned Lot Minimum Street Frontage
°^• se Townhouse 17 ft. 15 ft.
Flag Lot LOC 50.07.007.2.c
All Other 25 ft.
///
ITEM 8(M): (1)A Townhouse has a minimum lot width of 15 feet(LOC 50.04.001.1 and .2), but a minimum
street frontage requirement of 17 feet (LOC 50.06.003.1.c.i). While lot width is measured at the front setback
line and frontage is measured at the front property line,they would likely be equal and the difference is an
unintentional one.Typically, townhouse lots are rectangular with the same width at the front property line
and front setback line. (2)Though the terms "rowhouse" and "townhouse" are interchangeable, "townhouse"
is used in this context for consistency with the term used in the dimensional standards tables in LOC
50.04.001.1 and .2.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 11 of 24
ITEM 9 (M): LOC 50.06.004.2.b.x(4)/Retaining Wall Height Exceptions
LOC 50.06.004.2.b.x Exceptions from Height Limitations
III
(4) Retaining walls used to directly support a driveway,access lane, or car parking area for a single-
family residence or middle housing; or
///
ITEM 9 (M):This exception allows up to 10-foot tall retaining walls that support a driveway or car parking
area for a single-family residence.This proposal amends the code section to include both middle housing
and access lanes.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 12 of 24
ITEM 10 (M): LOC 50.06.007.1.b/Solar Access Design Standards for Middle
Housing Land Divisions
9. IMPROVEMENTS AND SECURITY
b. Applicability
The solar design standard in LOC 50.06.007.1.c shall apply to subdivision applications (except
Middle Housing Land Divisions(ORS 92.031)),that create lots intended for single-family detached
or middle housing dwellings in any zone, except to the extent the reviewing authority finds that the
applicant has shown one or more of the conditions listed in LOC 50.04.004.1, Exemptions from Solar
Design Standard, and LOC 50.04.004.2,Adjustments to Solar Design Standard, exist and exemptions
or adjustments provided for therein are warranted.
ITEM 10(M):Solar Access Design requirements per LOC 50.06.007.1.b apply to lots created via a Middle
Housing Land Division (MHLD) of more than three lots. This creates potential conflicts if the new lots are
equal to the dwelling unit footprints or are less than the minimum lot size for the zone, which is the entire
purpose of the ownership of an MHLD. The internal lot lines created by a MHLD are not used to implement
zone/building design standards;the MHLD is solely for ownership purposes. Solar Access Design
requirements do not apply to partitions (three or fewer lots); Solar Balance Point requirements apply to all
structures in the R-7.5, R-10 and R-15 zones and to single-family detached structures in all zones regardless
if the lot was created through a partition, subdivision, or MHLD.This proposal exempts MHLD from the
Solar Access Design requirements.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 13 of 24
ITEM 11 (M): LOC 50.07.003.7.g.i/Notice of Appeal Hearings
LOC 50.07.003.7.g Notice of the Appeal Hearing
g. Notice of the Appeal Hearing
i. Written notice of the appeal hearing before the City Council shall be sent by regular electronic mail
to the email address provided,or if no email address is provided then by regular mail, no later than 14
days prior to the date of the hearing to the appellant, the applicant if different from the appellant, and
all persons who testified either orally or in writing before the hearing body, or,for a minor development
decision of the City Engineer, submitted written testimony to the City Engineer.
///
ITEM 11 (M): Most comments are submitted via email or through the City's website directly and
commenters often do not include their mailing address.This proposal would allow staff to email notice
of the hearing to commenters who submitted comments via email,while still mailing notice to
commenters who do not provide an email address and do provide a postal mailing address.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 14 of 24
ITEM 12 (M): LOC 50.07.003.7.k(ii)/Testimony Deadline for Closed Record City
Council Appeals
LOC 50.07.003.7.k Presenting Testimony
k. Presenting Testimony
///
ii. Written testimony may be submitted prior to or at the public h aring. Written testimony may be
submitted prior to the public hearing and must be received by the City Recorder by 5.12:00 p.m.er
the two business days of prior to the scheduled hearing to be submitted by staff at the public
hearing. Written testimony submitted at the hearing must be filed with the recording secretary and
placed before the City Council. Written comments that are merely referred to in testimony but
which are not placed before the hearing body pursuant to this section shall not become part of the
record of the proceedings. Written comments that attempt to present new evidence or raise new
issues not presented or raised before the hearing body shall be rejected.
For appeals to the City Council, the code states that written testimony can be submitted until 5pm on
the day of the hearing or at the hearing. In a somewhat similar"written testimony deadline" provision
for the DRC,the submission deadline was changed to noon on the day of the hearing for DRC meetings
and that no written testimony will be allowed at the hearing, in order to facilitate access to the written
materials by persons testifying virtually. However, a different issue is presented with CC appeals that is
not present for DRC evidentiary hearings: any material submitted to the CC cannot contain "new
evidence," resulting in the need for staff to review the submittals to see if the materials are contained
within the Record before the DRC, which takes time when the record is large and staff needs to
communicate to the commenter when they have submitted new evidence to give them an opportunity
to show in the record where the evidence is that staff has flagged. For CC appeals, consider moving the
deadline for written testimony to close of business two business days prior to the hearing.
Additionally, some Council meetings begin at 3pm, which conflicts with the 5pm deadline.
Supplemental Commission Finding: The Commission found that staff's recommendation of two business
days was appropriate, in order to adequately review submissions and resolve evidentiary issues with
submitters.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 15 of 24
ITEM 13 (M): LOC 50.07.007.2.f.iii; LOC 50.07.007.2.f.iii(1)/Flag Lot Screening
Requirements
LOC 50.07.007.2.f Screening, Buffering and Landscape Installation
f. Screening, Buffering and Landscape Installation
///
iii. The perimeter of the flag lot(s) shall be screened from abutting lots outside of the development site
with a six-ft.-tall solid, sight-obscuring fence, except:
(1) Where a four-ft.fence is required by LOC 50.06.004.2.b.i, Fences, or where such
screening would conflict with standards for Sensitive Lands Overlay Districts, Flood
Management Areas,or where the property line abuts Oswego Lake or Oswego Canal; or
///
ITEM 13 (M): (1)This amendment clarifies that a sight-obscuring fence is required for flag lot screening;
currently the nature of the required fence is not explicitly stated in the current code. (2)This amendment
also allows an outright exception where a flag lot fence is required along the perimeter or rear of a flag lot
that is within the Flood Management Area Overlay or where the fence abuts Oswego Lake or Oswego Canal.
If there is no exception, a major variance to the Flag Lot standard is required, which may not be obtainable
based on the applicable criteria and, if obtainable, is an unnecessary burden.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 16 of 24
ITEM 14 (M): LOC 50.07.007.2.f.v/Flag Lot Screening Species Requirements
LOC 50.07.007.2.f Screening, Buffering and Landscape Installation
f. Screening, Buffering and Landscape Installation
////
v. Plant materials listed as nuisance or invasive in LOC 50.11.004,Appendix D, and the Invasive Tree
Species List on file at the Planning Department are prohibited in landscaping required by this section.
///
ITEM 14 (M): In the Landscape standard (LOC 50.06.004.1.c) plants that are on the City's Invasive Species List
in LOC Appendix D [LOC 50.11.004] are prohibited in required landscaping; however, that same prohibition is
not found in the Flag Lot landscaping and screening requirements. In a recent partition application, an
applicant planted Portuguese Laurel as screening along an access lane. In general, invasive species should
not be permitted in required landscaping.This amendment prohibits planting of invasive species as required
landscape screening for flag lots.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 17 of 24
ITEM 15 (M): LOC 50.10.003.2/Definitions—Alteration (Historic Preservation);
Alteration, Minor(Historic Preservation)
LOC 50.10.003.2 Definitions—Alteration (Historic Preservation);Alteration, Minor(Historic
Preservation)
Alteration (Historic Preservation)
Alteration:An addition to, or removal of a portion of, or reconfiguration of a landmark that changes an
elevation of a landmark or contributing resources (not applicable to National Register properties; see
"Demolition.-"). Construction or placement of an accessory structure on a property that contains a
historic landmark, except on sites over one acre in size or placement of an accessory structure more
than 300 feet from the landmark structure or resource, is an "alteration"of the Landmark.
Alteration, Minor(Historic Preservation)
An alteration (historic preservation)that does not:
a. Change the height of the building;
b. Make a substantial change to an elevation visible from the public right-of-way, a public open space,
or Oswego Lake;
c. Increase the floor area more than 20% provided the building addition or accessory structure is not
visible from the public right-of-way, a public open space, or Oswego Lake; and
d. Reduce the square footage of the original structure other than removing previous additions or
treatments that did not contribute to the historical or architectural significance of the landmark as
stated in the findings of fact for the landmark designation.
ITEM 15 (M):This amendment clarifies in the definition of Historic Alteration that construction or
placement of an accessory structure qualifies as an alteration of the historic resource ("landmark"
means "the structure and the property surrounding it") and clarifies that the alteration criteria for review
of an addition also applies to an accessory structure within "the property surrounding it." However, as
some sites containing resources are quite large, such as the 28-acre Lakeridge Middle School property,
this amendment legislatively exempts accessory structures that are clearly outside of the landmark's
"property surrounding it" scope, e.g., more than 300 feet from the landmark or resource on large
properties.This legislative-specific distance exemption does not mean that"the property surrounding it"
necessarily includes the area within 300 ft. of a landmark structure when the site is greater than 1 acre;
it only means that no determination is needed beyond 300 ft.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 18 of 24
ITEM 16 (M): LOC 50.10.003.2/Definitions—Duplex; Quadplex; Triplex
LOC 50.10.003.2 Definitions
Duplex
Two attached dwelling units on a lot where each unit shares at least one common wall or floor/ceiling
with an adjacent dwelling unit. The common wall shall consist of a structural wall that is shared for at
least 25%of the length of the side of each dwelling unit or the common floor/ceiling shall consist of at
least 25%of the floor area of each dwelling unit.
Quadplex
Four attached dwelling units on a lot where each unit shares at least one common wall or floor/ceiling
with an adjacent dwelling unit. The common wall shall consist of a structural wall that is shared for at
least 25%of the length of the side of each dwelling unit or the common floor/ceiling shall consist of at
least 25%of the floor area of each dwelling unit.
Triplex
Three attached dwelling units on a lot where each unit shares at least one common wall or floor/ceiling
with an adjacent dwelling unit.The common wall shall consist of a structural wall that is shared for at
least 25%of the length of the side of each dwelling unit or the common floor/ceiling shall consist of at
least 25%of the floor area of each dwelling unit.
ITEM 16(M):The current definition of duplex,triplex and quadplex were established as part of the
Middle Housing Code Amendments approved in 2022 and requires that the units be "attached."There
is no definition of"attached" in LOC Chapter 50, but there is a definition of"detached",which is
defined as "A horizontal separation of three ft. or more, between the subject structure and nearby
structures" and notes that"if the distance of separation is less than three ft. between two structures,
they shall be deemed to be 'attached."This means that under the existing code a duplex,triplex, or
quadplex may have individual units that are separated by less than 3 feet and are still considered to be
attached.
This issue was raised by a neighborhood association representative at a recent pre-application
conference. In response, staff reviewed the legislative history for the Middle Housing code
amendments and found that in an early work session,the Commission and City Council did discuss
whether to allow both attached and detached plexes, because the State Model Code allowed both
options.The Commission and Council directed staff to only allow attached plexes, but it was unclear in
the legislative history whether or not the Commission and Council were aware that the definition of
"detached" specifically noted that a separation of less than 3 feet between structures was still
considered to be attached.The pertinent discussion of whether to allow detached plexes in the record
of Planning Project 19-0008 is highlighted in yellow in Exhibit F-1, pages 5, 14-15, and 21 of the PDF
document.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 19 of 24
The draft text amendments, above, would specify that duplexes,triplexes, and quadplexes must share
a common wall or floor(i.e., side by side units, stacked units, or both)for a minimum of 25%of the
length of wall for side by side units or 25%of the floor area for stacked units.The amended definition
is derived from existing text in the definitions of"Dwelling, Multi-Family", and "Townhouse", both of
which applied prior to the adoption of Middle Housing Code Amendments (triplexes and quadplexes
were previously classified as multi-family dwellings and would not have been allowed to be separated
by less than 3 feet and still be considered attached).The above amendments would assure that
duplexes, triplexes, and quadplexes are required to be physically attached, consistent with the
Commission and Council direction per the legislative history in Exhibit D-1, Attachment F-1, pages 39-
63.
Supplemental Commission Finding:The proposed amendment to require at least 25%of wall or
floor/ceiling areas between plex units as shared planes mirrors the current definition of"Townhouse"
and provides greater design flexibility.The Commission finds that definitions for duplex,triplex, and
quadplex as proposed sufficiently enact the legislative intent for these dwelling types.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 20 of 24
POLICY AMENDMENTS
ITEM 1 (P): LOC 50.03.003.1.d.iii(3)/Cottage Orientation Abutting Unopened or
Unimproved Rights-of-Way
LOC 50.03.003.1.d.iii Cottage Orientation
iii. Cottage Orientation
(3) Cottages within 20 ft. of a property line abutting a public street must have a primary
entrance into the living area of the cottage facing the street, unless:
(a)The street is an unimproved or unopened right-of-way; or
(b)The cottage is required otherwise by to face the courtyard to comply with subsection
1.d.iii(2) of this section.
ITEM 1 (P):There are developable sites within the City that abut one or more public rights-of-way that have
not been constructed with a paved street. When a cottage cluster development is sited on such a lot, any
unit that does not face the courtyard must face the right-of-way, even if it is unopened or unimproved and
unlikely to be developed. There are no design or minor variances available to this cottage orientation
standard, only a Major Variance with difficult, if not impossible criteria for a proposed middle housing
development to meet and an expensive and time-consuming public hearing process required.This
amendment would allow greater flexibility in cottage orientation on lots abutting an unimproved and/or
unopened right-of-way.
Unopened: An unopened right-of-way is a public right-of-way that the City does not maintain for
either pedestrian or vehicular use at this time. Though it could be opened and maintained by the
City at some time in the future, often unopened rights-of-way are located in areas of steep
topography or similar physical feature. As an unopened public right-of-way, abutting owners and
the public may make use of the right-of-way area at their own risk.
Unimproved:An unimproved right-of-way has been opened for pedestrian or vehicle travel but
does not have pavement or any street infrastructure or improvements.An example would be a dirt
road.
Supplemental Commission Finding: The Commission found that staff's recommendation that the exemption
include both unimproved and unopened rights-of-way was appropriate.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 21 of 24
ITEM 2 (P): LOC 50.06.001.4.a.v/Multiple Garage Openings
LOC 50.06.001.4.a.v Multiple Garage Opening Setbacks
v. Multiple Garage Opening Setbacks
In any instance where a garage or a set of adjacent garages is designed to park three or more
vehicles, only the garage openings for the first two vehicles may occupy the same building plane.
Each additional building plane with a garage opening shall be offset back by a minimum of two ft.
from the previous garage building plane.
Exceptions:
(1) The lot is a steeply sloped lot;
(2) The width of a parcel is less than 50 ft.; or
(3) The garage is proposed to be set back at least 60 ft. from the public right-of-way.
Item 2 (P): Many design standards regulate the appearance and location of garage openings for
residential uses. When more than two garage openings are provided,the code requires the third (or
more) garage opening to be stepped back at least two feet from the first garage plane. Several times
applicants have proposed to project the third opening in front of the 2-car opening.The text of the
current code is clear that all openings beyond the first two must be set back.This amendment would
allow the third opening to project in front or be set back from the wall plane of the first two garage
openings if adopted.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 22 of 24
ITEM 3 (P): LOC 50.06.004.2.b.x(2)/Athletic Fence Screening Requirements
LOC 50.06.004.2.b.x(2)
b. Location and Height
///
x. Exceptions from Height Limitations
///
(2) An open (80% open)fence which is not located in the front yard (forward of the
primary structure to the front lot line) and which encloses part or all of a tennis court,
swimming pool, playing field, park, commercial recreational facility, public or semi-public
utility structure, or courtyards or play areas for day care and educational institutions.The
evergreen hedge screening requirement in LOC 50.06.004.2.b.iv does not apply to these
fences; or
///
ITEM 3 (P): (1)This amendment exempts fences around athletic fields, play areas and courtyards for day
cares and schools from the screening requirement, which would otherwise prevent spectators from
viewing events (i.e. tennis matches, baseball games) or teachers from ensuring student safety(day care
and school play areas or courtyards). (2) Clarifies that"recreation facility" is now defined as a
"commercial recreational facility."
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 23 of 24
ITEM 4 (P): LOC 50.08.002.2.e/Minor Variance to Fence Screening Standards or
all Fence Standards
LOC 50.08.002.2 Minor Variance Classifications
2. Minor Variance Classifications
////
e.A variance to standards in LOC 50.06.004.2 for a maximum fence, wall, retaining wall, or a
combination thereof, height restrictions pursuant to LOC 50.06.004.2.
///
ITEM 4(P):The minor variance classifications [LOC 50.08.002.2.e] currently allow minor variances
only to the maximum height of fences, retaining walls or combinations thereof.
Currently, applicants must request a major variance to any other fence or wall standard, which is an
expensive and time-consuming application process requiring a public hearing.This amendment
broadens minor variance applicability to allow minor variances to any fence standard, such as
screening requirements, as little or no impact on surrounding properties is expected from this type
of variance request.The minor variance process does not require demonstration of hardship and
the staff-level review of minor variances, unless appealed, are most appropriate to variances to
fence/wall/retaining screening or appearance standards.
LU 23-0036 (PC Public Hearing 02/12/24) ATTACHMENT 2 (Ordinance 2938)/Page 24 of 24
EXHIBIT C-1
DRAFT: 03/05/2024
PLEASE NOTE THAT THESE DRAFT MINUTES HAVE NOT BEEN REVIEWED
OR APPROVED BY THE PLANNING COMMISION.
J -mowC
CITY OF LAKE OSWEGO
Planning Commission Minutes
February 12, 2024
1
2
3 1. CALL TO ORDER
4 Vice Chair Mitchell called the meeting to order at 6:30 p.m., in the Council Chamber of City Hall, 380 A
5 Avenue, Lake Oswego, OR 97034.
6
7 2. ROLL CALL
8 Members present were Vice Chair Don Mitchell, and Commissioners Philip Stewart, Dave Schenone,
9 Miles Rigby, Rachel Naujock, and Jim Thwing. Chair Diana Moreno was absent. Council Liaison, Massene
10 Mboup was also present.
11
12 Staff present were Jessica Numanoglu, Community Development Director; Erik Olson, Long Range
13 Planning Manager; Evan Boone, Deputy City Attorney; Ellen Davis, Senior Planner; and Cristina Siquina
14 Calderon, Administrative Support.
15
16 3. COUNCIL UPDATE
17 Councilor Mboup provided a brief update on recent City Council activities (the partnership with EPCOR
18 was dissolved).
19
20 4. MINUTES
21 4.1 January 22, 2024
22 Commissioner Stewart moved to approve the Minutes of January 22, 2024, as written. Commissioner
23 Schenone seconded the motion and it passed 5:0:1. Commissioner Naujock abstained.
24
25 5. PUBLIC COMMENT- Regarding issues not on the agenda
26 None.
27
28 6. COMMISSION FOR CITIZEN INVOLVEMENT
29 The following announcements were made:
30 • The Westridge Neighborhood Association general meeting is scheduled for Thursday, February
31 15, 2024.
32 • The proposed Mary's Landing Neighborhood Association held a meeting on Saturday, February
33 10, 2024, to vote on submitting their application to the City for recognition by the City Council.
34
35
- Respect. Excellence. Trust. Service.
503-635-0290 380 A AVENUE PO BOX 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY
EXHIBIT C-1/Page 1of 6
1 7. PUBLIC HEARING
2 7.1 Community Development Code 2023 Annual Amendments- (LU 23-0036)
3 The Commission held a hearing to consider proposed text amendments to the Community Development
4 Code (CDC)which included Maintenance Amendments (LOC Chapters 50.03, 50.04, 50.05, 50.06, 50.07,
5 and 50.10), and Policy Amendments (LOC Chapters 50.03, 50.06, and 50.08).Staff coordinator was Ellen
6 Davis, Senior Planner.
7
8 Vice Chair Mitchell opened the public hearing. Mr. Boone outlined the applicable criteria and
9 procedures.At the time of declarations, Commissioner Naujock reported that she worked at Hacienda
10 Community Development, who would be submitting public testimony through her colleague Kevin
11 Chavez; however, she stated that she did not feel there would be any material financial benefit to her
12 company.
13
14 Staff Report
15 Ms. Davis detailed aspects of the following outline as part of their presentation of the staff report.
16 Overview
17 1. Project Schedule (in process)
18 • February 12, 2024: Planning Commission (Commission) Public Hearing
19 • February 26, 2024: Findings Adopted
20 • March 19, 2024: City Council Public Hearing
21 2. Brief Discussion of Comments Received
22 • Exhibit G-1: Proposed adding a property-specific Code Amendment to the West Lake Overlay
23 District(LOC 50.05.005). Staff relayed that a new state-wide notice would need to be sent
24 out if the Commission decided to address this request, and that they recommended creating
25 a Variance process for this Overlay District (as they did not currently have one in place).
26 • Exhibit G-2: Concerns expressed regarding Maintenance Item#16.
27 3. Maintenance Amendments
28 • #12 Options: Change deadline for written testimony for closed City Council appeal hearings
29 to noon, 2 business days before the hearing, or 1 business day before the hearing. Staff
30 recommended 2 business days, as written.
31 • #16 Options: Duplexes,Triplexes, Quadplexes to share a common wall or floor, or to allow
32 up to a 2.99-foot separation (added since the last work session, with "detached" meaning
33 "separated by more than 3 feet, eve-to-eve, horizontally").The proposed definition would
34 further the legislative intent of having at least 25%shared walls/floors (staff's
35 recommendation); however, this could be counter-productive to alternative housing
36 strategies being researched. Ms. Numanoglu added that before the Middle Housing Code
37 was adopted,triplexes and quadplexes were considered multifamily, and the definition
38 showed today continues to match the existing definition of multifamily.
39 4. Policy Amendments
40 • #1 Options: Exempt cottages facing both unimproved and unopened Right-of-Way (ROW), or
41 choose to exempt only cottages facing unopened ROW or only those facing unimproved
42 ROW, from cottage cluster orientation standards that require the primary entrance of the
43 cottage face a public street.The current code required that any cottage not facing(the front
44 door)the courtyard but, was within 20 feet of a public ROW, within a cottage cluster, must
45 face that ROW. Staff recommended either adopting both unopened and unimproved, or at
46 least allowing unopened ROWs to be exempted from this standard.
47
48
City of Lake Oswego Planning Commission
Minutes of February 12, 2024 EXHIBIT C-1/Page 2 of 6
1 Questions of Staff
2 Commissioner Schenone asked who owned the common courtyard of a cottage cluster. Ms. Davis
3 replied that it could be owned by individual lots within a middle housing land division (with an easement
4 over the courtyard) or it could be owned by a separate owner. Mr. Boone explained that there could be
5 an easement in favor of all of the cottage owners,which would have the use and enjoyment of and
6 obligation to maintain the common courtyard, or the courtyard could be set as a separate open-spaced
7 tract, with the same enjoyment and obligations to maintain.
8
9 Vice Chair Mitchell inquired whether the first option for Policy#1 would provide the greatest flexibility
10 for cottage cluster development. Ms. Davis affirmed,adding that prior discussion found it more likely
11 that unimproved ROWs could see future development over unopened ROWs.
12
13 Commissioner Naujock requested further clarification regarding the pros versus the cons of allowing
14 space between triplex and quadplexes. Ms. Davis shared that Oregon City specifically allows detached
15 units, with the idea that this may allow more flexibility to site new units on a property without affecting
16 any existing units. Mr. Olson noted that City Council's direction initially dealt with aesthetic concerns
17 (looking more like single family homes).
18
19 Public Testimony
20 Carole Ockert, on behalf of the Neighborhood Chairs Committee, Lake Oswego, 97034(appeared
21 remotely), shared a PowerPoint presentation (Exhibit G-3), and expressed the committee's concerns
22 regarding limited ownership of a cottage cluster courtyard and multifamily structures not sharing
23 common walls.
24
25 Carole Ockert, on behalf of the First Addition Neighbors-Forest Hills Neighborhood Association (FAN-FH
26 NA), Lake Oswego, 97034 (appeared remotely), shared a PowerPoint presentation (Exhibit G-4), and the
27 association's recommendations regarding the Code amendments.
28
29 Mr. Boone expounded on his earlier description of cottage cluster courtyard ownership by relaying that
30 the City did not require that a homeowner's association (HOA) be put in place to manage it, rather,
31 easement or covenant conditions would directly bind the property owner(meeting as they chose).
32
33 Kevin Chavez, Project Manager for Hacienda Community Development Corporation (HCDC), Portland,
34 97218, requested that the recommendations laid out in his submitted letter(Exhibit G-1) now be
35 considered during the Code Amendment process for FY 2025, as he understood their request was mis-
36 timed.
37
38 Commissioner Stewart requested confirmation that the shared parking in question was concerning the
39 property to the west. Mr. Chavez affirmed.
40
41 Ken Allen, Lake Oswego, 97034 (appeared remotely), stated that he was the developer for the project on
42 Stafford Road, and that they were contemplating middle housing for those properties. He relayed that
43 he was looking for maximum flexibility to achieve economic viability, especially concerning cottage
44 clusters. He indicated that he agreed that "attached" needed to be defined, and that the common wall
45 should be connected at 25% minimum and up to 50% maximum.
46
47 Vice Chair Mitchell closed the public hearing.
48
49
City of Lake Oswego Planning Commission
Minutes of February 12, 2024 EXHIBIT C-1/Page 3 of 6
1 Questions of Staff(Continued)
2 Vice Chair Mitchell asked if the common courtyard ownership issue, raised that evening, was part of the
3 packet provided to the Commission. Ms. Davis replied that it was not. Ms. Numanoglu informed members
4 that if they wished to consider that item, staff would need to re-notice the public.
5
6 Deliberations
7 Ms. Davis reviewed the options under consideration. Mr. Boone outlined the next steps to be taken during
8 deliberations. Ms. Numanoglu requested that members decide whether to consider the additional public
9 requests brought forward this evening. Commissioners Schenone and Stewart both indicated that they
10 would like to see the courtyard ownership issue addressed in the near time rather than a year from now.
11 Mr. Olson reminded members that there were very prescriptive common courtyard requirements within
12 the cottage cluster regulations (adopted by the State of Oregon under Division 46), and that easements
13 are required in order to address any concerns regarding common ownership. Mr. Boone noted that the
14 owners of the abutting courtyard properties would own the underlying land; however, there would be an
15 undivided, non-exclusive easement of use, benefit, and obligation. He then acknowledged that property
16 lines can make a difference regarding the perceptions of ownership and common access, but on paper,the
17 easement would require that common access be maintained, whether the courtyard was owned
18 individually or jointly. Ms. Davis relayed that cottage clusters were not required to go through a middle
19 housing land division, rather,they could be located on a singular lot that was not divided for ownership
20 purposes.
21
22 A straw poll had the majority of members (Vice Chair Mitchell, Commissioners Stewart, and Thwing)
23 agreeing to consider the cottage cluster ownership issue at a later date,two being undecided
24 (Commissioners Naujock and Rigby), and Commissioner Schenone voting to continue this hearing to
25 receive more information (per his comments in the preceding paragraph).
26
27 Vice Chair Mitchell reopened the public hearing to hear again from Ken Allen and Carole Ockert.
28
29 Public Testimony(Reopened)
30 Ken Allen, Lake Oswego, 97034 (appeared remotely), asked what the timing would be if the hearing were
31 re-noticed, and what might the ramification be if addressed later(unintentional consequences when
32 dealing with this unknown issue for the cottage clusters). Ms. Davis replied that re-noticing would require
33 approximately 40 days.
34
35 Mr. Olson acknowledged that people may have certain assumptions regarding who has access to a
36 common courtyard based on the configuration of lot lines, regardless of easements. However, Mr. Olson
37 went on to point out that, as of the time of the meeting, Lake Oswego had yet to see a single cottage
38 cluster development constructed, and that requiring common ownership of shared courtyards could
39 present another barrier to allowing for the individual purchase and ownership of cottage cluster units .
40
41 Carole Ockert, on behalf of the Neighborhood Chairs Committee, Lake Oswego, OR 97034 (appeared
42 remotely), stated that she took working within a process very seriously, and that she first raised the issue
43 of the common courtyard concern in an email to staff on September 11, 2023 (with follow ups in October,
44 December, and January). She asked for members to understand how genuine they had been in their
45 efforts and how much time had elapsed since their first contact with staff. Vice Chair Mitchell re-closed the
46 public hearing.
47
48
City of Lake Oswego Planning Commission
Minutes of February 12, 2024 EXHIBIT C-1/Page 4 of 6
1 Deliberations(Continued)
2 Members had no comments on the remaining items without options, and they agreed to consider the
3 request made by the HCDC as part of a variance request, if received (per Ms. Numanoglu's
4 recommendation). Commissioner Naujock further explained the thought process behind the HCDC's
5 request.
6
7 Straw Poll results for the items with options:
8 • Maintenance#12:
9 o 2-day cut-off-Vice Chair Mitchell and Commissioners Naujock, Stewart, and Thwing
10 o 1-day cut-off-Commissioner Rigby(wished to provide the public with as much time to submit
11 evidence as possible)
12 o Undecided -Commissioner Schenone.
13 • Maintenance#16:
14 o 25%common wall -Commissioners Rigby, Stewart, Naujock, Schenone
15 o Detachment permitted -Vice Chair Mitchell (setting the code with as much flexibility for
16 construction options as possible) and Commissioner Thwing.
17 • Policy#1:
18 o Unopened only-Commissioner Rigby (unimproved ROWs have more potential for future
19 improvement versus unopened ROWs)
20 o Unimproved & unopened -Vice Chair Mitchell and Commissioners Thwing and Naujock
21 o Poll vote not voiced -Commissioners Stewart and Schenone.
22
23 Commissioner Rigby indicated that he did not want to move forward with Policy item #2 because the
24 existing restriction would continue to minimize the effect on the street (by keeping the garage set-back an
25 additional 2 feet) and was cohesive with the purpose of the regulation. Commissioner Stewart countered
26 that bringing the garage forward 2 feet would not make that much of a difference, and the full setback line
27 could still not be crossed.
28
29 Commissioner Stewart moved to approve the Maintenance and Policy Item amendments as written, with
30 special note for Maintenance Item 12 (2 business days), Maintenance Item 16 (common wall for at least
31 25% of the structure), and Policy Item 1 (street can be an unimproved or unopened ROW).
32
33 The motion passed 5:1. Commissioner Rigby voted no.
34
35 Mr. Boone instructed staff to return with the written Findings, Conclusion, and Order on Monday,
36 February 26, 2024.
37
38 8. OTHER BUSINESS
39 None.
40
41 9. SCHEDULE REVIEW
42 Mr. Olson reviewed the schedule.
43
44 Action Items:
45 • February 26:
46 o Review Goals for 2024
47 o Consider a request from Mary's Landing Neighborhood Association for a
48 recommendation to the City Council for being a recognized neighborhood association.
City of Lake Oswego Planning Commission
Minutes of February 12, 2024 EXHIBIT C-1/Page 5 of 6
1 • March 26:
2 o Finalize 2024 Goals.
3 o Receive an update from the Engineering Department on recommendations for proposed
4 amendments to the Stormwater Code.
5 • April 2:
6 o Joint meeting with the City Council regarding the Housing Production strategies.
7
8 10. ADJOURNMENT
9 There being no further business, Vice Chair Mitchell adjourned the meeting at 8:18 p.m.
City of Lake Oswego Planning Commission
Minutes of February 12, 2024 EXHIBIT C-1/Page 6 of 6
EXHIBIT D-1
pti�A E PLANNING AND BUILDING SERVICES
V j O
STAFF REPORT
OREGO�
CITY OF LAKE OSWEGO
PLANNING AND BUILDING SERVICES DEPARTMENT
APPLICANT FILE NO.
City of Lake Oswego LU 23-0036, Ordinance 2938
LOCATION STAFF
Citywide Ellen Davis, AICP, Senior Planner
DATE OF REPORT PLANNING COMMISSION HEARING DATE
February 1, 2024 February 12, 2024
I. APPLICANT'S REQUEST
The City of Lake Oswego is proposing to amend Chapter 50 (Community Development Code)
of the Lake Oswego Code for the purpose of clarifying and updating various sections. The
draft code amendments, which would enact these changes, are included in Attachment 2 to
Exhibit A-1. The proposed amendments include provisions that will:
Maintenance Amendments (LOC Chapters 50.03, 50.04, 50.05, 50.06, 50.07, and 50.10)
ITEM TITLE CODE SECTION(S)
1. Remove references to parking allowances for cottage clusters of LOC 50.03.003.1.d.vi(1)
more than 16 cottages because the maximum number of
cottages allowed in the code is eight.
2. Remove C Avenue from the special street setback table because LOC 50.04.002.5
this right-of-way width already meets the 60-foot width Table 50.04.002-1
established in the table.
3. Clarify the methodology for determining the front property line LOC 50.04.003.6.c
for flag lots created prior to adoption of code regulating flag lots
or outside of City limits.
4. Clarify that the 75% impervious surface limit for cottage clusters LOC 50.04.001.2.f.ii(4);
supersedes certain zone and overly district standards that also LOC 50.04.001.2.f.iii; LOC
regulate impervious surfaces. 50.05.001.4; LOC
50.05.003.5; LOC
Respect. Excellence. Trust. Service.
503-635-0290 380 A AVENUE PO Box 369 LAKE OSWEGO, OR 97034 WWW.LAKEOSWEGO.CITY
LU 23-0036 EXHIBIT D-1/PAGE 1 OF 11
50.05.012.6
5. Update text limiting certain surfaces within the Uplands Overlay LOC 50.05.012.6
district to include hardscape surfaces and roof areas rather than
"impervious" surfaces, to be consistent with legislative history
and current practice.
6. Clarify that invasive tree removal is permitted within sensitive LOC 50.05.010.6.c.ii(1)(b)
lands and that mitigation is required for such removal.
7. Clarify that interior side yard setback planes are measured from LOC 50.06.002.2.e
the property line, not the setback line.
8. Clarify that townhouse minimum street frontage is 15 feet, LOC 50.06.003.1.c.i
consistent with the 15-foot lot width required for townhouses, Table 50.06.003-1
and replace the term "rowhouse" with "townhouse" for
consistency.
9. Update the retaining wall height exception that currently applies LOC 50.06.004.2.b.x(4)
only to walls supporting driveway or parking areas for single-
family residences to include middle housing and access lanes.
10. Exempt lots created through Middle Housing Land Divisions LOC 50.06.007.1.b
(MHLD) from the solar access standard. MHLD lot creation is
solely for ownership purposes, not zoning or building design
standards. Partitions are already exempt from this standard.
11. Update practices for notice of appeal hearings to allow staff to LOC 50.07.003.7.g.i
email commenters who submitted electronic comments and did
not provide a mailing address.
12. Update the deadline for submittal of written testimony for LOC 50.07.003.7.k(ii)
closed record appeals to City Council to review for new materials
and distribution to members of the hearing body.
13. Clarify that screening fences must be sight-obscuring, and LOC 50.07.007.2.f.iii
exempt property lines within flood management areas and along
Oswego Lake or Canal from the fence installation requirement.
14. Prohibit the installation of new invasive species plantings to LOC 50.07.007.2.f.v
comply with flag lot landscaping requirements.
15. Clarify that construction or placement of an accessory structure LOC 50.10.003.2
is considered a minor alteration for Historic Preservation
purposes.
16. Clarify that Duplexes, Triplexes, and Quadplexes must share LOC 50.10.003.2
common wall(s) or floor(s); or leave current code language in
place that allows separation between units of less than three
feet.'
1 Maintenance Item#16 is new,added after the second work session held on December 11,2023.See pages 19-20
of Attachment 2 to Exhibit A-1 for details.
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CODE POLICY ITEMS& DISCUSSION (LOC Chapters 50.03, 50.06 and 50.08)
Discussion of policy items 1-4 follows table.
ITEM TITLE CODE SECTION(S)
1. Establish cottage orientation for cottage cluster sites that abut LOC 50.03.003.1.d.iii(3)
an unimproved or unopened street right-of-way.
2. Determine whether to allow a third (or more) garage opening to LOC 50.06.001.4.a.v
be offset two feet from the previous garage plane rather than
requiring the two feet to be stepped back specifically.
3. Exempt open fences around athletic facilities such as tennis and LOC 50.06.004.2.b.x(2)
basketball courts, baseball backstops, etc. from the evergreen
hedge screening requirement.
4. Determine whether to allow minor variance applications to all LOC 50.08.002.2.e
fence standards. Increases in fence/wall/retaining wall height are
already considered minor variances.
II. APPLICABLE REGULATIONS
A. City of Lake Oswego Comprehensive Plan
Land Use Planning
Policies A-1, A-2, C-1, C-3 and D-1
Inspiring Spaces and Places
Goal 1, Policies 1, 2, 3 and 8
Goal 2, Policies 4 (d and e)
Complete Neighborhoods & Housing
Policies A-4, B-1, and C-7
Economic Vitality
Policy B-1 (b, c, and d)
Community Health and Public Safety
Sound Quality- Policy 1
B. City of Lake Oswego Community Development Code
LOC 50.07.003.16.a Legislative Decisions Defined
LOC 50.07.003.16.c Required Notice to DLCD
LOC 50.07.003.16.d Planning Commission Recommendation Required
LOC 50.07.003.16.e City Council Review and Decision
III. INTRODUCTION / BACKGROUND INFORMATION
The purpose of the proposed code amendments is twofold: 1) to correct errors, eliminate
text redundancy, and clarify text; and 2) to implement minor policy changes intended to
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streamline the permit process and implement City Council goals and priorities, consistent
with the Comprehensive Plan. This process is part of the City's ongoing effort to make the
regulations less burdensome on residents and businesses while maintaining community
standards.
Proposed Ordinance 2938 consists of 16 maintenance amendments and four policy
amendments. The text boxes in Attachment 2 of Exhibit A-1 describe the reason for each
amendment, and include commentary on its background and discussion points.
IV. NOTICE OF APPLICATION
A. Newspaper Notice
On January 31, 2024, public notice of the proposed Community Development Code
(CDC) text amendments and Planning Commission public hearing will be published in
the Lake Oswego Review.
B. ORS 227.186 (Measure 56) Notice
None of the proposed amendments constitute a "rezone"; therefore, the individual
noticing measures of ORS 227.186 (Ballot Measure 56) are not required.
C. DLCD and Metro Notices
Pursuant to ORS 197.610 and LOC 50.03.007.16.c, staff has provided notice of the
proposed CDC text amendments to the Oregon Department of Land Conservation
and Development (DLCD). Staff notified Metro as required by Metro Code
3.07.820(a).
V. COMPLIANCE WITH APPROVAL CRITERIA
A. City of Lake Oswego Comprehensive Plan
Staff has identified the following Comprehensive Plan Policies applicable to this
proposal:
Land Use Planning— Development (Community Development Code), Development
Review, Design Standards and Guidelines, and Land Use Administration
Policies A-1, A-2, C-1, C-3, and D-1
Development (Community Development Code)
Policy A-1: Maintain land use regulations and standards to:
///
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b. Promote compatibility between development and existing and desired
neighborhood character;
///
g. Promote architectural and site design quality.
Findings: Staff finds that all of the proposed amendments are necessary to
streamline the Code for consistency and efficiency. None of the amendments will
negatively impact the Code's ongoing ability to ensure compatible redevelopment,
preservation of neighborhood character, and quality of architectural or site design.
Policy A-2: Ensure that land use regulations have sufficient flexibility to allow
developers and the City to propose measures to:
a. Adapt development to unique and difficult site conditions;
b. Preserve open space and natural resources; and,
c. Avoid negative impacts on surrounding properties.
Findings: Staff finds that many of the amendments are specifically tailored to allow
flexibility, and provide clarity for developers, neighbors, and City staff. Maintenance
Items#3 -4, 6 - 10, and 13, and Policy Items#1 -4 clarify code terms, measurement
methodologies, and zone and development regulations applicable to residential,
commercial, institutional, and mixed-use structures, thereby reducing confusion and
removing potential development barriers. These amendments, along with all of the
others, will not change how the existing Code preserves open space and natural
resources, and avoids negative impacts of development on surrounding properties.
Design Standards and Guidelines
Policy C-1: Enact and maintain regulations and standards which require:
a. New development to enhance the existing built environment in terms of size,
scale, bulk, color, materials and architectural design;
b. Landscaping;
c. Buffering and screening between differing land uses; and,
d. Measures to foster a safe and interesting transit and pedestrian environment.
Findings: Staff finds that many of the amendments are specifically tailored to
enhance the built environment and landscaping and that none of the proposed
amendments impact the ab365
Policy C-3: Ensure through development and design standards that both public and
private developments enhance the aesthetic quality of the community.
Findings: Staff finds many of the proposed Maintenance and Policy Items provide
greater clarity to the residential, commercial, mixed use, and institutional design
standards to help ensure new development enhances the community aesthetics.
Maintenance Items#3, 5 - 7, 13 - 16, and Policy Items#1—4 clarify, refine, and
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improve existing regulations designed to enhance the aesthetic quality of the
community.
Land Use Administration
Policy D-1: Coordinate the development and amendment of City plans and actions
related to land use with other affected agencies, including county, state, Metro,
federal agency, and special districts.
Findings: Staff has provided the required notification to State and Metro
jurisdictions consistent with this policy. Federal agencies and special districts do not
similarly exercise regulatory jurisdiction within the scope of the proposed
amendments and thus no coordination is required.
Conclusion: Proposed amendments are consistent with Land Use Planning policies.
Inspiring Spaces and Places
Goal 1, Policies 1, 2, 3, and 8
Goal 2, Policy 4 (d and e)
Goal 1:
Policy 1:Adopt implementation measures and guidelines that ensure:
a. New development in residential areas complements the existing built
environment in terms of size, scale, bulk, height, and setbacks.
b. New development in mixed-use, commercial and employment areas:
i. Promotes a safe and attractive pedestrian environment;
ii. Reflects high-quality aesthetics, considering size, scale and bulk, color,
materials, architectural style and detailing, and landscaping; and
iii. Includes buffering and screening to protect residential uses and
neighborhoods.
Findings: Staff finds some of the proposed maintenance and policy amendments
help refine the existing Code's design regulations and standards listed under this
policy as follows:
• Maintenance Item #3 provides greater consistency on structure locations for flag
lots created outside of current flag lot code, allowing development to better
complement the pattern of development within the City.
• Maintenance Item #4 clarifies the regulations applicable to cottage cluster
development, aiding design of this development type.
• Maintenance Item #5 simplifies and makes clear the legislative history and
current practice for regulating residential development within the Uplands
Overlay district.
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• Maintenance Item #7 clarifies side yard setback plane methodology for
residential development, aiding the development community in creating designs
and maintaining compatible design with abutting properties.
• Maintenance Item #13 codifies existing interpretation that screening fences
along the side and rear property lines of flag lots must be sight-obscuring,
screening the yards of flag lots from the view of abutting properties.
• Maintenance Item #15 clarifies that construction or placement of an accessory
structure near a historic resource requires review as a minor alteration, ensuring
that the historic resource's integrity is retained.
• Policy Item #2 allows greater design flexibility for residential garages while still
maintaining design regulations to decrease the perceived massing of garage
openings.
With these amendments, the Code will continue to promote quality residential and
non-residential aesthetics within the built environment.
Policy 2:Adopt and maintain design standards and provide incentives that
encourage exceptional or high-quality design.
Findings: Maintenance Items #3—5, 7, 13, 15, 16, and Policy Items #1, 2, and 4 clarify
or improve existing design standards. All other proposed amendments either
maintain or do not impact adopted zone, development, and design standards that
ensure exceptional design.
Policy 3: Establish standards for new development to preserve and enhance the
natural environment, and to integrate natural features and functions.
Findings: Maintenance Item #6 clarifies that invasive tree removal is permitted
within sensitive lands areas and Maintenance Item #14 prohibits the installation of
new invasive plant materials in required landscaping for flag lots. Prohibiting new
invasive plantings and encouraging removal of invasive species preserves and
enhances the natural environment by improving habitat for plants and wildlife.
Policy 8: Protect Lake Oswego's village aesthetic by adopting and maintaining
implementation measures and guidelines that preserve the residential character of
Lake Oswego's neighborhoods, safeguard places of historical significance (See also,
Community Culture: Historic and Cultural Resources), and encourage urban form that
results in pedestrian friendly retail districts in existing commercial areas, including
buildings oriented to the street and active ground floor uses.
Findings: Adopted standards that ensure quality design and preservation of
residential character are being maintained in the Code, with some proposed
modification to ensure greater clarity (per practice) and consistency. Maintenance
Items #2-5, 7-9, 13, and 16 and Policy Items#1 and 2 clarify regulations that apply to
the design of residential structures, preserve the streetscape, and protect the village
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aesthetic. Maintenance Item #15 clarifies that placement or construction of an
accessory structure in conjunction with a historic resource requires review as a
minor alteration in order to preserve the character of the historic resource.
Goal 2:
Policy 4 (d and e): Promote carefully organized patterns of growth through land use
regulations, standards, and incentives that:
///
d. Provide design guidelines that enhance and preserve the unique character of
Lake Oswego's neighborhoods and commercial districts.
e. Provide opportunities for local economic growth.
Findings: Existing Code regulations include standards that ensure enhancement and
preservation of the City's unique neighborhoods and commercial districts. None of
the proposed amendments negatively impact the unique character of the City or
impede local economic growth. Maintenance items are consistent with existing
practice and interpretation for greater readability and public understanding.
Conclusion: The proposed amendments are consistent with the Inspiring Spaces and
Places policies.
Complete Neighborhoods and Housing—Housing Location and Quality, Housing
Choice and Affordability, and Complete Neighborhoods
Policies A-4, B-1, and C-7
Housing Location and Quality:
Policy A-4: Maintain land use regulations and standards that provide for mitigation
of adverse impacts such as noise, traffic, privacy and visual aesthetics, on differing,
adjacent land uses through site and building design.
Findings: Existing Code regulations include standards that mitigate adverse impacts
from new development on surrounding uses with regards to noise, traffic, privacy,
and visual aesthetics. Proposed amendments ensure greater clarity and consistency
with implementation of those standards.
Housing Choice and Affordability:
Policy B-1: Provide and maintain zoning and development regulations that allow the
opportunity to develop an adequate supply and variety of housing types, and that
accommodate the needs of existing and future Lake Oswego residents.
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Findings: Existing Code regulations include standards that allow the opportunity to
develop an adequate supply and variety of housing types. Proposed amendments
ensure greater clarity and consistency with implementation of those standards.
• Maintenance Item #1 removes confusion related to the maximum number of
cottages allowed within a cottage cluster.
• Maintenance Item #3 promotes compatibility with existing patterns of
development for flag lots created outside current regulations.
• Maintenance Item #4 clarifies that only the use-specific impervious surface
limitations for cottage clusters apply, pursuant to state law.
• Maintenance Item #7 removes an error from the description of the side yards
setback plane methodology, making this regulation easier to use for the
residential design community.
• Maintenance Item #8 streamlines regulations that apply to the creation of a new
townhouse lot.
• Maintenance#10 allows middle housing land divisions of more than three lots,
which are currently precluded in most situations by solar access requirements
that apply to new subdivisions.
• Maintenance Item #16 requires that duplexes, triplexes and quadplexes share
common walls or floors to be consistent with the legislative intent that these
units be fully attached and to not allow separated units.
• Policy Item #1 allows more logical cottage orientation for cottage cluster sites
that abut an unimproved or unopened right-of-way.
• Policy Item #2 increases design flexibility for residential garages.
Complete Neighborhoods:
Policy C-7: Require infill housing to be designed and developed in ways to be
compatible with existing neighborhood character.
Findings: Existing Code includes both zone dimensional and structure design
standards that ensure compatible infill development. Maintenance Items#1, 3 - 5, 7-
9, 13 - 16, and Policy Item #1 clarify or correct those code terms, measurement and
implementation methodologies, applicability, and zone and development regulations
for primary and accessory residential infill development.
Conclusion: The proposed amendments are consistent with Complete Neighborhoods
and Housing policies.
Economic Vitality—Employment Zones
Policy B-1 (b, c, and d)
Policy B-1: Provide opportunities for redevelopment and development in employment
zones while:
///
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b. Addressing impacts such as noise, traffic, and visual aesthetics, on adjacent land
uses through site and building design;
c. Complying with design and aesthetic standards to promote compatibility with
Lake Oswego's community character;
d. Preserving natural resources and providing required open space;
Findings: Policy Item #4 allows fence/wall/retaining wall standards to be varied
through a minor variance process, rather than the current major variance process. This
reduces cost and time for new development proposals, particularly for nonresidential
projects with very prescriptive screening requirements for fences and walls with very
few exceptions. The minor variance process still requires public notice, review for
impacts on abutting properties and the streetscape, and allows for a public hearing if
the staff decision is appealed, but this process removes the high cost, difficult (or
impossible, in many instances based upon the circumstances of the site) criteria to
meet, and the required public hearing for a major variance to fence/wall/retaining
wall standards.
Conclusion: The proposed amendments are consistent with Economic Vitality
policies.
Community Health and Public Safety
Sound Quality- Policy 1
Sound Quality- Policy 1: Preserve and maintain the quiet character of residential
neighborhoods, public open spaces, natural parks and parks with natural elements
through zoning regulations and development standards.
Findings: The proposed amendments either do not impact or maintain regulations
that preserve residential neighborhood character.
Conclusion: The proposed amendments are consistent with this Community Health
and Public Safety policy.
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VI. RECOMMENDATION
Based on the findings presented in this report, staff recommends approval of the
proposed code amendments.
EXHIBITS
A. Draft Ordinance
A-1 Ordinance 2938, draft 01/19/24
Attachment 1: Reserved for City Council Findings (not included)
Attachment 2: Community Development Code Amendments w/Commentary,
draft 01/31/24
B. Findings, Conclusions and Order [No current exhibits; reserved for hearing use]
C. Minutes [No current exhibits; reserved for hearing use]
D. Staff Reports [No current exhibits; reserved for hearing use]
E. Graphics/Plans [No current exhibits; reserved for hearing use]
F. Written Materials
F-1 Legislative History for Maintenance Item 16 with Highlights
G. Letters [No current exhibits; reserved for hearing use]
Staff reports and public meeting materials that were prepared for these code amendments can be
found by visiting the project webpage for LU 23-0036:
https://www.ci.oswego.or.us/all-projects
Under "Search" enter LU 23-0036, then press "Enter.
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EXHIBIT F-1
F °� COUNCIL REPORT
� o
OREGO\-\
Subject: Middle Housing Code Advisory Committee (House Bill 2001)
Meeting Date: November 16, 2021 Staff Member: Erik Olson, Senior Planner
(Joint Meeting with Planning
Commission) Department: Planning and Building Services
Report Date: November 4, 2021
Action Required Advisory Board/Commission Recommendation
❑ Motion ❑ Approval
❑ Public Hearing ❑ Denial
❑ Ordinance ❑ None Forwarded
❑ Resolution ❑X Not Applicable
❑ Information Only Comments:
❑X Council Direction
❑ Consent Agenda
Staff Recommendation: n/a
Recommended Language for Motion: n/a
Project/ Issue Relates To: Council Initiative to "Adopt codes that comply with HB 2001 that
are consistent with the community's sense of place, neighborhood character, and livability."
' Issue before Council: Provide direction on the next stage of the City's process to adopt code
that complies with HB 2001 and is consistent with the community's sense of place,
neighborhood character, and livability.
❑X Council Goals/Priorities ❑Adopted Master Plan(s) ❑Not Applicable
ISSUE BEFORE COUNCIL
Provide direction to staff on the next stage of the City's process to adopt code that complies
with the minimum requirements for middle housing set forth in House Bill 2001 (HB 2001).
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Page 2
EXECUTIVE SUMMARY
Consistent with the City Council initiative to, "Adopt codes that comply with HB 2001 that are
consistent with the community's sense of place, neighborhood character, and livability," the
Council appointed an Ad-Hoc Middle Housing Code Advisory Committee (MHCAC, or the
"Committee") to provide high-level policy guidance on key issues related to middle housing
implementation required under HB 2001. Now that the Committee process has concluded, staff
and consultants with Cascadia partners are proceeding with the second and final phase of work
to comply with the bill through further code development, code refinement, and the public
review and adoption of code changes.
HB 2001 requires that we adopt compliant regulations not later than June 30, 2022, or the State
Model Code for Middle Housing would apply directly to the City. Staff is seeking Council
feedback on code concepts recommended by the Committee, as well as direction on two
process-related questions:
1. Whether to pursue code concepts recommended by the Committee that are not required
by the state for compliance with HB 2001. Refinement and testing of some of those
concepts would be necessary, which could make it difficult to complete the State-
required code updates prior to the June 2022 deadline, as discussed in this report.
2. Whether the recently adopted state legislation requiring cities to permit land divisions to
facilitate middle housing ownership opportunities (Senate Bill 458)could complicate the
City's work, and require more time to implement non-mandated concepts such as the
allowance of detached forms of middle housing. Staff recommends that the City adopt
code amendments that are required to comply with SB 458 concurrently with the code
amendments required for compliance with HB 2001, but the Council should consider
whether to pursue non-mandated code amendments under HB 2001, such as the
allowance of detached middle housing, in light of SB 458 requirements.
BACKGROUND
On December 9, 2020, the State of Oregon formally adopted rules intended to implement HB
2001, which provide the roadmap for local governments' compliance with the middle housing
requirements in the bill. Shortly thereafter, staff and consultants with Cascadia Partners
initiated the City's first phase of work to adopt code amendments compliant with the bill.
This process began with a number of opportunities for public engagement in January and
February of this year, including a kickoff meeting, several interviews with neighborhood
association representatives, and a survey that received over 880 responses from Lake Oswego
residents. The Planning Commission also hosted several presentations during this time in order
to learn directly from professionals who were involved in the development of HB 2001 or have
specific expertise related to middle housing.
At a joint meeting held on May 18, 2021, the Council and the Planning Commission received a
presentation outlining initial findings and the work products completed during phase one: a
Neighborhood Character Report with a qualitative analysis of the development patterns,
character and architectural history of Lake Oswego neighborhoods; a Neighborhood Conditions
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Page 3
Analysis with an analysis of existing neighborhood conditions in Lake Oswego; a Plan and Code
Audit Memo that identifies Comprehensive Plan and Community Development Code (CDC)
sections that should be updated for compliance with HB 2001; and a Middle Housing
Opportunities Report containing recommended concepts and alternatives for amending the
Comprehensive Plan and CDC for middle housing to be compliant with HB 2001. These reports
and other background documents are available on the project web page referenced at the end
of this Council Report.
This presentation was followed by two Planning Commission work sessions on May 24 and June
14, 2021, where the Commission reviewed the phase one findings and refined a work plan for
phase two based on Council direction. At their meeting on June 15, 2021, the Council formally
appointed the Ad-Hoc Middle Housing Code Advisory Committee (MHCAC, or the "Committee")
to provide high-level policy guidance to the Planning Commission for the development of draft
code amendments to comply with HB 2001. See also, Committee Process and
Recommendations, below.
At a joint study session scheduled for November 16, 2021, the Council and Planning
Commission will receive a brief presentation from staff, MHCAC Chair Randy Arthur, and
MHCAC Co-Chair Lisa Strader. This presentation will cover the Committee's process and
recommendations, recently-passed state legislation that requires cities to permit land divisions
to facilitate middle housing ownership opportunities (Senate Bill 458), and a proposed timeline
and work plan for completing the project, including adopting code amendments. This
presentation will be followed by Planning Commission work sessions on December 13, 2021,
and January 10, 2022, focused on the drafting of code amendments that comply with HB 2001
based on Council direction.
DISCUSSION
The following summarizes the MHCAC process and recommendations, code concepts
recommended by the Committee that are not required by the state, recent legislation requiring
cities to allow expedited land divisions to facilitate middle housing ownership opportunities
(Senate Bill 458), and a proposed process for adopting code amendments that comply with HB
2001 by the June 2022 deadline.
Committee Process and Recommendations
The Committee was comprised of a balanced membership of 13 voting members representing a
diverse set of interests, as follows:
• Randy Arthur: Chair, Development Review Commission representative
• Lisa Strader: Co-Chair, Diversity, Equity, and Inclusion Committee representative
• Rachel Verdick: City Council representative (non-voting member)
• Helen Leek: Planning Commission representative (non-voting member)
• Cynthia Johnson: 50+Advisory Board representative
• Larry Snyder: Historic Resources Advisory Board representative
• Stephanie Glazer: Sustainability Advisory Board representative
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Page 4
• Carole Ockert: Neighborhood Chairs Committee of Lake Oswego representative (1 of 2)
• Robert Ervin: Neighborhood Chairs Committee of Lake Oswego representative (2 of 2)
• Ross Masters: Building Industry Advocate, Crosswater Development
• Samuel Goldberg: Affordable Housing Advocate, Fair Housing Council of Oregon
• Ralph Tahran: Architect, Tahran Architecture & Planning, LLC
• Tam Hixson: Realtor or Real Estate Finance Professional, Windermere Realty
• Todd Prager: At-large member (1 of 2),Todd Prager & Associates, LLC
• Alexandra Byers: At-large member (2 of 2), Parks, Recreation & Natural Resources
Advisory Board
The Committee adopted bylaws that established the roles and responsibilities of Committee
members and staff, including a provision that, "a vote by two-thirds of the members present
and eligible to vote will be required to decide any question."The Committee conducted six
meetings between July and October 2021; materials distributed in advance of each meeting
were also distributed to members of the public, and are accessible on the City website.
Invitations to each meeting were also made available to members of the public, and recordings
of each meeting were posted to the City's YouTube page.
During these meetings, Committee members considered code concepts related to the following
key issues outlined in the MHCAC Key Issues &Work Plan:
1. Preservation of existing residential structures
2. Scale and character of new middle housing
3. Runoff and storm water impacts of middle housing
4. Affordability and accessibility of middle housing
Committee members were provided with a series of memos— referred to as "Key Issue
Memos"—which contained summaries of the above issues and lists of relevant questions for
the group to consider. Polling was conducted by staff at MHCAC meetings in an attempt to
reach an agreement on the questions raised in the Key Issue memos; each memo has since
been updated to include polling results and a summary of the Committee's discussion on each
question /code concept. Staff has also maintained a record of substantive email
communications between MHCAC members and/or staff, as well as comments from members
of the public to the MHCAC.
For a summary of the key issues and discussion of MHCAC recommendations, see Attachment
1.
Code Concepts Not Required for Compliance
The Committee discussed a number of code concepts for middle housing that address the
Council's initiative to pursue code amendments that maintain consistency with, "the
community's sense of place, neighborhood character, and livability." Many of these code
concepts involve modifications to the City's existing siting and design standards for single-family
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Page 5
housing to better address middle housing and its anticipated impacts. Pursuant to Council
direction, staff plans to incorporate many of these siting and design concepts into the code
amendments that will be considered for adoption prior to the June 30, 2022 deadline.
However, a number of the code concepts that were intended to address the Council's direction
to maintain neighborhood character and livability would have wider applicability, and
amendments to incorporate these broader concepts would not necessarily need to be adopted
concurrently with other code amendments required by June 2022. For example, though the
state does not specifically require that cities allow for the development of detached duplexes,
triplexes, and quadplexes in order to comply with HB 2001, the Committee recommended code
amendments that would permit such detached "plexes" in Lake Oswego.
Code concepts recommended by the Committee that are not technically required under HB
2001 include the following:
• Recommendation 1.a: Revise the definition of"demolition" to include remodels that
remove more than 50%of the exterior walls of the house.
• Recommendation 1.b: Define duplexes, triplexes, and quad-plexes to include detached
units, in addition to attached units.
o Recommendation 2.h: Regulate open space for detached duplexes, triplexes, and
quadplexes in the same manner as for attached "plexes". Open space is assumed
to be in yard setbacks but could also be in common areas between buildings on
the same lot. Do not specify minimum size or location of open space.
o Recommendation 2.i:Allow smaller front or rear yard setbacks of 10-15 feet
(compared to 25 ft/30 ft front/rear) for detached duplexes, triplexes, and
quadplexes, as is allowed for cottage cluster housing.
• Recommendation 3.a: Limit the development of impervious surfaces to mitigate the
impacts of increased density. Currently impervious surface limits apply in only two
neighborhood overlays: Glenmorrie, Lake Grove, and Uplands.
• Recommendation 4.a: Provide financial incentives for middle housing projects that
include a minimum number or percentage of income-restricted affordable units or meet
certain accessibility standards. Currently, financial incentives apply to accessory dwelling
units and multifamily affordable housing projects of 20 or more units.
o Recommendation 4.a.i: Revise the City's current SDC exemption policy so that it
applies to middle housing developments that provide a minimum percentage of
income-restricted affordable units or meet certain accessibility standards.
o Recommendation 4.a.ii: Provide property tax exemptions for middle housing
developments that provide a minimum percentage of income-restricted
affordable units or meet certain accessibility standards.
See Attachment 1 for a more in-depth discussion of code concepts listed above.
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Page 6
Senate Bill 458
In May of 2021, the Oregon legislature adopted Senate Bill 458 (or "SB 458") as a follow-up to
HB 2001 in order to facilitate lot divisions for middle housing that enable units to be sold or
owned individually (see Attachment 2). As stated in Attachment 3, "For any city or county
subject to the requirements of House Bill 2001, Senate Bill 458 requires those jurisdictions to
allow middle housing lot divisions for any HB 2001 middle housing type (duplexes, triplexes,
quadplexes, townhouses, and cottage clusters)" built pursuant to the state's minimum
requirements for middle housing (ORS 197.758). SB 458 only applies to land divisions permitted
on or after June 30, 2022, which is the same date as the state's deadline for compliance with HB
2001.
The bill requires that cities process middle housing land division applications using an
"expedited land division" procedure, as long as the application includes a plan that:
• Complies with applicable middle housing land use regulations and the Oregon
Residential Specialty Code;
• Provides separate utilities for each dwelling unit;
• Provides "Easements necessary for utilities, pedestrian access, common use areas or
shared building elements, dedicated driveways/parking, and dedicated common area";
and
• Results in no more than one dwelling unit per each resulting lot or parcel.
The bill is intended to facilitate land divisions for middle housing where the original or "parent"
lot complies with applicable middle housing requirements, in order to make dwelling units in
middle housing developments available for individual ownership. This is primarily intended to
address the difficulty of making middle housing units available for ownership currently, given
that ownership models such as condominiums typically have additional costs associated with
insurance and maintenance, including homeowners associations, as compared to dwellings on
individual lots.
Unlike other partition or subdivision processes contained within the City's code currently, land
divisions to facilitate middle housing would not always accompany an increase in the density
permitted on a given lot or parcel. Because HB 2001 requires that cities allow an increased
number of dwelling units on parcels that meet minimum lot requirements regardless, land
division applications are not necessary to develop middle housing with up to four units on
parcels currently zoned for single-family residential use.
As outlined in Attachment 3, cities will, "retain the ability to require or condition certain things,
including further division limitations, street frontage improvements, and right-of-way
dedication if the original parcel did not make such dedications." However, cities are not allowed
to apply approval criteria beyond those provided in SB 458 (Attachment 2); this means that the
City could not require additional driveways, vehicle access, parking, minimum or maximum
street frontage, or other requirements inconsistent with HB 2001. Staff notes that, while SB 458
does limit the ability for cities to condition or require such elements, compliance with all
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Page 7
applicable middle housing regulations—including those related to vehicular access, parking,
frontage width, etc.—would still need to be demonstrated on the "parent" lot prior to a middle
housing land division.
Updated Phase 2 Work Plan
Staff has drafted an updated work plan for the final stages of the City's work to comply with HB
2001 (Attachment 4) outlining next steps to develop the MHCAC's recommendations into code
language for Planning Commission review and eventual adoption by City Council.
Multiple Planning Commission work sessions are proposed in order to prepare draft code
amendments, as well as another "check-in" with the City Council prior to draft code
amendments going to a public hearing. These meetings will provide the Council with several
opportunities to refine policy direction relevant to the implementation of middle housing, and
will allow the Planning Commission to receive more updated guidance from City Council prior to
staff finalizing the proposed code amendments for a public hearing. The work plan also includes
opportunities for public engagement, including two "community forum" events and ongoing
opportunities for neighborhood associations to request meetings with City staff to answer
questions or present to their members.
The first of these community forums is tentatively scheduled to be held virtually on December
9, 2021 at 6:30 PM. An online tool is being developed for the public to provide input on middle
housing code concepts if they are unable to attend or want to provide input following the
event.
RECOMMENDATIONS
With respect to the question of how to prioritize code concepts not required by the state for
compliance with HB 2001, staff recommends that the City conduct economic feasibility testing
to further explore MHCAC Recommendation 3.a, "Limit the development of impervious
surfaces to mitigate the impacts of increased density." This will allow the Planning Commission
to make a more fully-considered and informed decision regarding whether to apply impervious
surface limitations in all single-family residential zones, while allowing for further exploration of
concerns identified by the Committee that such regulations could make middle housing
development less feasible.
Staff recommends that other code concepts not required to be adopted by the state-mandated
deadline of June 30, 2022 be explored at a later date in order to more fully assess their
potential impacts. Recommendations related to affordability and accessibility of middle
housing would be most appropriate to consider when the City updates its Housing Needs
Analysis and develops housing production strategies pursuant to House Bill 2003; staff
anticipates that the City will begin to conduct this work in mid-2022.
Due to workload-related concerns, staff recommends considering code concepts that would
modify the definition of"demolition"to be more inclusive of significant structural removal
(1.a) at a later date, due to the potential impact on the City's demolition tax, and the effect
these changes could have on development of other types of housing. Staff also recommends
considering code changes that would permit the construction of detached "plexes" (1.b, 2.h.
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Page 8
2.i) at a later date, after HB 2001-compliant code amendments have been adopted by the City.
This would help ensure that the City meets the State-mandated deadline for HB 2001
compliance and provide more time for the additional research and analysis required by DLCD to
demonstrate that these concepts do not result in "unreasonable cost or delay" to the
development of middle housing, as both concepts would only be permitted through DLCD's
"alternative track" process.
Finally, staff recommends adopting code amendments that comply with the middle housing
land division requirements of SB 458 concurrently with other code amendments required
under HB 2001. Guidance provided by DLCD indicates that, if a City were not to incorporate
middle housing lot division standards into their development code by the June 30, 2022
deadline, the City would instead be required to directly apply the bill's language in order to
process SB 458 middle housing land division applications. Staff suggests that amending the City
code to incorporate SB 458 land divisions would be a more straightforward and less
administratively-cumbersome way to comply with the bill.
ATTACHMENTS
1. MHCAC Key Issues Summary Memo, 11/02/2021
2. Enrolled Senate Bill 458, 5/17/2021
3. DLCD Senate Bill 458 Guidance, 7/8/2021
4. Revised Phase Two Project Timeline, 11/2/2021
BACKGROUND MATERIAL AND REFERENCES
Use the link below to visit the City's HB 2001 "Project" webpage, which contains links to
background materials and references mentioned above.
https://www.ci.oswego.or.us/house-bills-2001-and-2003
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C
s
CITY COUNCIL REGULAR MEETING
+ � MINUTES
November 16, 2021
o�
1. CALL TO ORDER
Mayor Buck called the regular City Council meeting to order at 3:01 p.m. on November 16,
2021. The meeting was held both virtually via video conferencing and in-person.
2. ROLL CALL
Present: Mayor Buck, Councilors Manz, Nguyen, Wendland, Verdick, Rapf and
Mboup
Staff Present: Martha Bennett, City Manager; Jason Loos, City Attorney; Erik Olson,
Senior Planner; Erica Rooney, City Engineer I Public Works Director;
Shawn Cross, Finance Director; Scot Siegel, Economic Development
Director; Kari Linder, City Recorder
Others Present: Senator Rob Wagner; Garet Prior, Toll Policy Manger with ODOT; Lucinda
Brussard, Toll Program Director with ODOT; Adela Mu, ODOT; Robert
Heape, Planning Commission Chair; Randy Arthur, Middle Housing Code
Advisory Committee Chair; Lisa Strader, Middle Housing Code Advisory
Committee Vice-Chair; Cynthia Johnson, Middle Housing Code Advisory
Committee Member
3. PLEDGE OF ALLEGIANCE
Mayor Buck led the Pledge of Allegiance.
4. PUBLIC COMMENT
• Elise Monroe
Ms. Monroe expressed concern about the possibility that the Lake Oswego Pickleball Club's
management would be taken over by Vancouver. She appreciated the dedicated volunteers who
managed the courts and did not want that to change.
City Manager Bennett stated she would determine whether the information was accurate and
would report back.
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4.1 PRIOR PUBLIC COMMENT FOLLOW-UP
No prior public comment follow-up was provided.
5. PRESENTATION
5.1 Senator Rob Wagner Legislative Update
Senator Wagner spoke to his personal ties and his family's ties to Lake Oswego and the region.
He provided an update to the last legislative session and a preview on a couple of bills for the
short session, noting more than 4,000 bills had been introduced, and a budget of more than $100
billion was balanced. He identified seven focus areas: Investments to assist communities with the
pandemic, wildfire prevention and other necessities; investments in early childhood education;
long-term care and behavioral health initiatives, including the Hope Amendment; environmental
protection putting Oregon on the path to 100 percent clean energy 2040; providing access to
democracy and voting; criminal justice reform and police accountability; equity and encouraging
conversations about racism; local investments with ARPA American Rescue Plan Act (ARPA)
dollars to include the pathway from Hillsdale to Lake Oswego and resources for Habitat for
Humanity. In the 2022 legislative session were two bills, one to include ethnicity information on
personal tax returns to show any disproportional impacts; and working toward legislation to make
sure everyone felt safe and welcome on campus.
Mayor Buck expressed his appreciation for the Senator's and the Senator's staff's availability to
help and for the assistance on the Habitat for Humanity project. He noted Oregon has one of the
highest rates of addiction in the country and the lowest access to treatment and asked what could
be expected as a tangible benefit to those suffering from and impacted by addiction. Senator
Wagner replied that because strategic investments had not been made to addiction recovery, a
long way remained to catch up. Measure 110 accountability measures were necessary to make
sure those receiving citations from the police were getting connected to the resources they
needed. The largest investment ever was passed for behavioral health and included a huge
tranche of resources for addiction recovery. He would follow up with Council about what was
being done to surge the workforce to provide training to those who could provide mental health
services and other aspects of the rollout.
Councilor Manz stated her daughter recently became the Assistant Director at Loyola
Marymount for LMU Cares where students could report sexual assault, addiction, or anything that
impacted the student body. She had noted it was often women who took the lead on such issues
and it was heartening to see the Senator taking a position. Senator Wagner confirmed that
problems often start at a very early age and recovery and prevention were needed before trauma
happened.
Councilor Rapf drew attention to the incredibly polarized world and the responsibility of elected
officials to try to bring people together. He encouraged the Senator to continue to do so and to
work across the aisle. The members of Council were very different politically but got along well
and that allowed them to accomplish great work. Senator Wagner agreed that Council had done
well as a model for the community, and he understood the necessity of disengaging from creating
headlines on social media in particular.
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Councilor Wendland spoke to the issues people have shared with him about the Department of
Motor Vehicles (DMV), though that was not local officials' area of responsibility. Lake Oswego
tried to promote a customer first attitude to serve its citizens in the best way possible. During a
recent visit to Arizona, he noted the state was moving ahead with services while having the same
issues to deal with as Oregon, and he hoped Oregon could do the same. Essential services
needed to be provided in order for government officials to retain their credibility. Senator Wagner
responded it was important to understand the role each official played. Bipartisan support had
been achieved for mandated civics courses. He acknowledged the difficult work done by workers
on the front lines like those at the DMV. He appreciated the feedback and would take it back to
his staff.
6. STUDY SESSIONS
6.1 Oregon Department of Transportation (ODOT) Tolling Project Update
Lucinda Brussard, Toll Program Director, ODOT, spoke to the history leading up to the
proposed tolling, noting the problems with traffic choke points on 1-205 and I-5. People were
spending many hours stuck in traffic and congestion pricing was under consideration to alleviate
the problem. Additionally, the percentage of freight moving on the region's highways was very
high and was subject to bottlenecks. Other issues included reconciling or mitigating diversion due
to tolling. Tolling was being considered on all lanes in both directions on 1-5 near the Interstate
Bridge down to the Boone Bridge, and from 1-205 where it met 1-5 up to the Glen Jackson Bridge.
The ultimate goal of tolling was to manage congestion and generate revenue to provide funds for
maintenance. Tolls would pay for core projects and the 1-205 improvements would not happen
without tolls. Tolling would allow for modernization and multimodal transit options. The toll rate
would not be known until closer to implementation. Under consideration also was an income-
based rate. Congestion pricing would be variable and higher during peak hours. The tolls would
be collected electronically through a transponder placed in a vehicle's windshield and no need
would exist for traffic to slow or stop to pay a toll. If a vehicle did not have a transponder or an
account, a picture would be taken of the license plate. The 1-205 project would start at the end of
2024. Public input was being received and presentations were being given to the community
about tolling.
Garet Prior, Toll Policy Manager, ODOT, spoke to the equity considerations regarding tolling.
Under consideration were credits, discounted rates, or other types of exemptions focusing on the
impact to seniors, youth, people with disabilities, people with low English proficiency in the
household, low-income households, and racial minorities. Diversion was being taken seriously
and a number of intersections in Lake Oswego would receive close analysis.
Mayor Buck inquired about the impact of the federal infrastructure package on the proposed tolls
on 1-205 and the future system-wide tolling. If the cost of infrastructure was not a factor, he asked
if congestion pricing would still be a consideration. Ms. Brussard replied the federal infrastructure
package was being evaluated, but congestion pricing would still be necessary as the congestion
would not go away. The details of the infrastructure legislation were not yet known, but the money
collected on the corridor would stay in the corridor and users would pay for what they used. Mr.
Prior added as the environmental review process currently underway progressed, and the toll
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rate-setting phase was reached, the financials would be reevaluated to better understand how
much would be paid for the 1-205 improvements. Funds from the federal government and other
resources would also be assessed to best tailor the toll rate to pay for infrastructure as well as to
manage congestion. Mayor Buck noted employees had recently started paying the State transit
payroll tax, and it should be kept in mind that those with higher incomes were often able to work
from home and lower-income workers would be driving to their work sites. The State transit tax
was not for federal roadways, but too many workers, it was the same.
Councilor Manz commented that drivers avoided backups on 1-205 by cutting through certain
roads in Lake Oswego. Some older roads were very narrow with no room for expansion. Care
should be taken to not burden the city by traffic trying to avoid tolling, especially on the McVey
Ave corridor with its schools and upcoming recreation center. Consideration needed to be given
to the fact that the only way for residents of Lake Oswego to get to the airport, other than by using
surface streets, was via 1-205 or 1-5 at the end of S Macadam Ave.
Councilor Rapf understood ODOT believed there was an equity solution to the traffic impacts to
Lake Oswego and stated he did not understand how that would solve the very basic problem of
traffic on the city streets. He asked how the two were connected. Ms. Broussard replied ODOT
was working toward an equitable toll solution to the traffic impacts on Lake Oswego and was
considering an equitable toll program to determine which measures should be used. Regarding
diversion, ODOT was reviewing and analyzing marked intersections which fell under mitigation.
Mr. Prior noted an equity lens would apply to the traffic burdens that might show up in lower-
income neighborhoods, neighborhoods with limited English proficiency, areas where a sizable
number of people with disabilities lived, or where seniors lived.
Councilor Mboup pointed out that those not wanting to pay tolls would use Hwy 43, which already
had problems, and other roads which would impact Lake Oswego. Ms. Broussard responded
that operationalizing the equity measures for those with lower incomes would be based on people
identifying themselves, not to ODOT, but to other places already addressing their concerns. That
information would be provided to ODOT for provision of an equitable measure. If people were
using a community-based organization to get services, ODOT would want to offer passes or
discounts or other means to enable use of the service. The Regional Mobility Pricing Project would
mitigate diversion because drivers would be paying for the roadway regardless of whether they
used it or not. Congestion pricing would provide a reliable, rapid trip and make it less likely for
drivers to divert. People might be initially reluctant to pay but then adopt the process very quickly
when they realized it would save time. Mr. Prior further explained that with the reinvestment of
tolling dollars, the infrastructure could be better used and people could be kept moving on the
highway, thereby reducing greenhouse gas emissions. People would also have more transit and
transportation options, such as vanpools and carpools. ODOT would also be working with
employers to provide more transportation options. Councilor Mboup noted tolled roads were still
subject to backups and using a tolled highway would not reduce carbon emissions, which could
be achieved through building a metro train system.
Councilor Wendland stated tolling would go forward on 1-205 at the end of 2024, but tolling
should also be done on 1-5 as well; otherwise, it would be like placing a tax on those in Clackamas
County and on truck drivers going through the area to Multnomah County or to Washington State.
Multnomah County would not have a tax on 1-5 and if ODOT coordinated the two, it would lessen
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diversion. Tolling on 1-205 would be another tax on shift workers who did not have a choice to
travel during a time of lower volume traffic. It would be preferable to gain revenue through a more
progressive methodology.
Councilor Nguyen believed consideration needed to be given to how tolls would be determined
equitably for people who shared vehicles. Tasking agencies like ODOT and the DMV with
additional responsibilities for tolling seemed like a burden. Enforcing tolling was also a concern.
A tax on the weight of a vehicle could encourage commercial traffic to use the roads at different
times of the day, which would save time for daytime commuters and also cut down the time
truckers might sit in traffic. It might also incentivize businesses if their drivers could travel farther
in a shorter amount of time.
Councilor Verdick said she had seen congestion on tolled roads in Chicago. It was necessary
to start focusing on other measures, such as safe means of transportation for pedestrians and
bicyclists because congestion would get worse as the population grew. Tolling needed to be
equitable for everyone and the tolling project as proposed might not have support.
Councilor Rapf believed people did not take the trains or public transportation because they did
not feel safe on them. It would be good to consider how to fund those systems more appropriately
so people would use them more often. Equity seemed to be more of a buzzword and the
conversation should be over the concerns of traffic impacts on Lake Oswego. No equity solutions
were being presented because none existed yet and they would likely not be done in time.
Mayor Buck stated that requiring Clackamas County residents to pay for what they used and
having Multnomah County residents get a federally-funded project was not desired, nor should
the county workforce be double-taxed just to drive to work. It was understood that the Abernethy
Bridge needed to be upgraded and 1-205 needed to be an interstate where traffic flowed freely.
Ms. Brussard replied that work was planned to begin on 1-205 in about the fourth quarter of 2024
and the Regional Mobility Pricing Project was to begin the fourth quarter of 2025. Mr. Prior
continued by noting the timeline had been sped up based on the feedback received from
Clackamas County during the study of the 1-205 tolling project which started 11/2 years ago. The
Portland region told the State that it wanted the 1-205 section around the Abernethy Bridge and
another section of 1-5 in the Rose Quarter area done as stepping stones. ODOT brought forward
the larger segments of I-5 and 1-205 to lessen the gap between the two projects. 1-205 had to go
first to allow the bridge retrofitting and widening to be done as soon as possible.
Council took a break from 4:31 p.m. —4:43 p.m.
6.2 Joint Meeting with the Planning Commission on House Bill 2001
Erik Olson, Senior Planner, updated the City Council and the Planning Commission on the
progress in implementing HB 2001 since May, noting the Middle Housing Code Advisory
Committee (MHCAC) process was complete and had produced the report in front of Council
tonight. He provided an overview of HB 2001 and the steps taken so far to comply with the law.
He described middle housing and its potential effect on Lake Oswego's neighborhoods, unique
specifications for cottage clusters, limitations of middle housing by certain homeowners
associations (HOAs), and implications of the recently-passed SB 458. Future plans included a
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community forum, a website launch to gather community feedback, and work on the development
of Code language and amendments. Hearings were planned at the Planning Commission and
City Council for adoption in spring or before the June 30, 2022 deadline.
Randy Arthur, Middle Housing Code Advisory Committee (MHCAC) Chair, highlighted a few
of the key recommendations and thoughts from the committee and described the procedure taken
to allow members of the viewing public to express comments. In respect to the preservation of
existing structures, the MHCAC discussion and polling found support for changing the definition
of demolition in the Code to mean redevelopment that removed more than 50 percent of the
exterior walls of an existing residential structure. MHCAC also recommended that duplexes,
triplexes, and quadplexes include detached as well as attached structures. He confirmed
regulations for middle housing would apply to most of single-family housing as well other than
cottage clusters in certain circumstances.
Lisa Strader, MHCAC Vice-Chair, summarized the four main areas of MHCAC's
recommendations: Preservation of existing residential structures; scale and character of new
middle housing; runoff and stormwater impacts of new middle housing; and affordability and
accessibility of new middle housing.
Mr. Olson, Ms. Strader, and Mr. Arthur answered clarifying questions from Council as follows:
• The minimum number of units to be considered a cottage cluster would be the City's decision.
A stipulation within HB 2001 stated the footprint of a cottage cluster unit could have a
maximum of 900 sq ft. Theoretically, a cottage cluster with multiple 450 sq ft stories could be
allowed.
• The State allowed duplexes to be defined by cities as detached units, so multiple units could
be located on a lot within the envelope and floor area allowed for an existing single-family
house. They have single family character but they would be smaller than the typical single-
family house and similar to cottage clusters in certain ways. The definition of plexes being
attached or detached was a policy question for the Planning Commission and City Council to
decide.
• The MHCAC discussed restricting the minimum size of cottage cluster units to avoid having
them be too small to accommodate those with accessibility issues or those who had a live-in
caregiver. Also recognized was that some cottage cluster concepts with flatter walkways and
paths to the units would be ideal.
• Some areas in the city had landscaping requirements such as the commercial area, but no
consensus was reached to recommend landscaping requirements for residential single-family
or middle housing. A preference was expressed for a tree canopy requirement.
• Discussions took place with the Planning Commission and briefly at City Council in May
regarding infrastructure focused primarily around the state's offer of an extension. The City
decided not to pursue that to avoid getting into a position where a lot of infrastructure
improvements would have to be done on the state's terms and timeline rather than the City's.
If middle housing was proposed for an area where the infrastructure was insufficient and the
developer was unable to provide adequate infrastructure, then the City would not have to allow
the development. It would not be denied outright, but an opportunity would be given to the
developer to provide sufficient infrastructure.
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• The County would also need to comply with the HB 2001 ruling, so unincorporated areas that
did not want to incorporate would also be impacted. The County was developing its own
recommendations in a tangential process.
• Four units would be allowed on a single-family lot in the R-10 zone under the middle housing
bill. The density would increase beyond what was allowed in the zone, but the zoning envelope
would still apply. The setbacks would have to comply, except for cottage clusters which would
have smaller front and rear setbacks. Building height and lot coverage limitations would apply
as well. Mainly, the rules that applied to a single-family zone would apply to middle housing.
Variances could also be applied for, but policy questions about what types of variances to be
allowed for middle housing would need to be addressed by Council.
Councilor Wendland was strongly opposed to redefining plexes as detached and recommended
addressing those issues along with ADA compliance or in consideration of accessory dwelling
units (ADUs) which accomplished many equity goals. Council had agreed to make the least
amount of character change to Lake Oswego in complying with HB 2001.
Councilor Manz confirmed that once the Code amendments were adopted, the earliest a
developer could develop middle housing would be June of 2022.
Councilor Rapf concurred with Councilor Wendland's statement in that the recommendations
provided were completely out of scope based on Council's request. He wanted to move on with
the minimum requirements necessary to be compliant with HB 2001 and to allow the very capable
Planning staff to take what was usable and work towards the solution requested.
Cynthia Johnson, MHCAC member, stated she had a long history of service to the community,
and a great deal of detail and work went into the committee's meetings and she hoped the City
Council would take the time to view the meetings and look at the notes. The committee took
Council's charge seriously and the members were very dedicated. Accessible housing was vitally
important to many members of the community like seniors, those with disabilities, and those with
lower incomes.
Scot Siegel, Economic Development Director, thanked Ms. Johnson for her advocacy and
support and encouragement to the committee. He noted the three topics mentioned by Mr. Olson
that were not required or mandated by HB 2001, and it would be Council's discretion to direct
staff and the Planning Commission whether those items should be pursued and completed by
June 2022. The fourth area related to affordability and accessibility and efforts to provide those
types of units was wholeheartedly supported by the committee though it was not mandated under
HB 2001. Staff anticipated that it would be expected to address at least the affordability
component under HB 2003. From a project management perspective, he and Mr. Olson had
spoken about the great deal of work to be done between now and March, when the public hearing
process would start, and he was concerned about taking on too much scope. He asked for
Council's direction in terms of the four optional, but recommended, policy initiatives.
Mayor Buck stated his appreciation of all the work the committee did and how they represented
a diverse group from the community with different areas of expertise. The committee had put in a
lot of work, and he appreciated the break down in the report and how it spoke to the community
members caring for one another. HB 2001 intended to create a more accessible community for
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everyone, and he appreciated the committee's recommendations and good ideas to carry forward
after June. The committee had done exactly what Council had requested and beyond.
Councilor Mboup thanked the committee members and recognized the importance of what Ms.
Johnson said. He supported the committee's work and believed it all should be taken into account,
especially the areas where it reached consensus and those areas where consensus was not
reached could be further discussed. He invited his fellow Council members to take into account
the committee's advice and recommendations. State of Oregon was taking a wonderful action to
accommodate people who could not afford to pay hundreds of thousands of dollars toward a
home. Unaffordable housing was not the dream of the fathers and mothers who created this
nation. People should be able to live in decent, subsidized homes like those shown by Habitat for
Humanity.
Councilor Verdick noted the MHCAC initially was to conduct five sessions but once it learned
the complexities of the issues it realized more time was needed. The group volunteered to
increase the length of its meetings and added an additional meeting. She was impressed by the
dialog and the diversity of people and their knowledge. She gave a shout out to Ms. Johnson for
giving seniors or those with accessibility issues a voice. It might appear the MHCAC had gone
out of scope but it really had not. The result was due to the complexity of the issues and the
Committee's decision that some of them could be delved into later. Some of the information was
not known while discussions were taking place such as the impacts of SB 458. She thanked the
MHCAC members for their dedication and the long hours they put in after a long day.
Mayor Buck stated that the issues that received consensus should be addressed after the model
code was adopted. Many of those issues tied into other issues such as a housing production
strategy to comply with HB 2003 and other issues like the tree canopy would fold into the update
of the Urban Forestry Plan. He preferred that defining demolition be completed before June
because of the distress the current definition caused.
Robert Heape, Planning Commission Chair, understood Council's direction was to focus on
the minimum requirements and to consider the definition of demolition if the opportunity existed.
He believed the work ahead for the Planning Commission was clear. He confirmed the MHCAC's
recommendations would be considered.
Mr. Olson announced a community forum was scheduled for middle housing work on December
9th Materials would be sent out shortly. Additional web opportunities would be available in the
future for outreach as well.
6.3 2022 Master Fees and Charges
Shawn Cross, Finance Director, presented the annual look at the Master Fees and Charges
noting any changes Council made tonight would be brought back to Council on December 7th for
a public hearing. Lake Oswego's consumer price index (CPI) was large this year at 6 percent but
for the last 10 years it had been under an average of 2 percent. Fees had risen on average less
than 2 percent over that time. He then reviewed the five-year fund balance forecasts of City utilities
including stormwater, street, sewer, and water and estimated the combined impact on the single-
family dwelling customers' bills to be $6.39, or a 3.8 percent increase per month. He clarified that
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November 16, 2021
LU 23-0036 EXHIBIT F-1/PAGE 16 OF 25
water usage for multifamily was not as high as might be expected because irrigation was not a
factor and their lower use of water, though it was also affected by the number and type of meters
used. He confirmed a low-income assistance program had been set-up during the pandemic to
assist people with utility bills. The number of those accounts ranged between 30 and 50. The
amount users received depended upon the percentage they made of the area's median income.
7. PUBLIC HEARING
7.1 Ordinance 2879, An Ordinance of the City of Lake Oswego Amending the
Community Development Code (LOC Chapter 50) to Amend the Existing Exception
to the 14-Day Restriction on Temporary Shelters for Certain Commercial Uses
During the COVID-19 Pandemic (LU 21-0068).
Jason Loos, City Attorney, read the parameters of the public hearing.
Mr. Siegel presented the Council Report and noted the Planning Commission recommended
approval of Ordinance 2879 to amend the 14-day restriction on temporary shelters specifically for
the pandemic. The only change from the existing policy was that the provision requiring physical
distancing would be replaced with the provision that stipulated either State temporary or
emergency regulations relating to COVID must be in effect in order to allow the temporary shelters
for more than 14 days. He confirmed the provision would not automatically expire.
Mayor Buck opened the public hearing, confirmed there was no public testimony, and closed the
public hearing.
Councilor Wendland moved to approve LU 21-0068, enact Ordinance 2879 and adopt
Findings. Councilor Mboup seconded the motion.
A roll call vote was held, and the motion was passed, with Mayor Buck and Councilors
Manz, Nguyen, Wendland, Verdick, Rapf, and Mboup voting `aye', (7-0).
8. CONSENT AGENDA— FULL COUNCIL
8.1 Approval to Purchase New Street Sweeper
Councilor Wendland moved to adopt the Consent Agenda. Councilor Rapf seconded the
motion.
A voice vote was held, and the motion was passed, with Mayor Buck and Councilors Manz,
Nguyen, Wendland, Verdick, Rapf, and Mboup voting `aye', (7-0).
9. CONSENT AGENDA— COUNCILORS ONLY
9.1 Resolution 21-42, A Resolution of the City Councilors of the City of Lake Oswego
Approving the Appointment of an Alternate to the Planning Commission.
City Council Meeting Minutes Page 9 of 10
November 16, 2021
LU 23-0036 EXHIBIT F-1/PAGE 17 OF 25
Mayor Buck noted this Resolution was to appoint Miles Rigsby to the Planning Commission to
replace Joel Fisher who had moved out of the area.
Councilor Manz moved to adopt the Consent Agenda. Councilor Verdick seconded the
motion.
A voice vote was held, and the motion was passed, with Councilors Manz, Nguyen,
Wendland, Verdick, Rapf, and Mboup voting `aye', (6-0).
10. INFORMATION FROM COUNCIL
Councilor Manz stated goals would be discussed at the Parks Board meeting tomorrow.
Mayor Buck reported that this Saturday was No Ivy Day at 10 a.m. at Springbrook Park.
11. REPORTS OF OFFICERS
There were no reports of officers.
12. EXECUTIVE SESSION: The Lake Oswego City Council will meet under authority of
ORS 192.660 (2)(d) Conduct deliberations with persons designated to carry on labor
negotiations and (f) Consider records that are exempt by law from public
inspection.
Council met in Executive Session from 6:55 p.m. to 7:44 p.m.
13. ADJOURNMENT
Mayor Buck adjourned the City Council meeting at 7:44 p.m.
Respectfully submitted,
vtiAL,
Kari Lind r, City Recorder
Approved by the City Council on January 18, 2022
0--
Josep M. Buck, Mayor
City Council Meeting Minutes Page 10 of 10
November 16, 2021
LU 23-0036 EXHIBIT F-1/PAGE 18 OF 25
MEMORANDUM
rrt'Alt
.
V O
GREG9;
TO: Planning Commission/Commission for Citizen Involvement
FROM: Erik Olson, Senior Planner
SUBJECT: House Bills 2001 and 2003 Work Session-1
DATE: December 2, 2021 MEETING DATE: December 13, 2021
EXECUTIVE SUMMARY&ACTION REQUESTED
This memo provides background on the Commission's upcoming work session scheduled for
December 13, which will include a presentation from staff regarding a refined work plan and
initial set of concepts for amendments to the Community Development Code ("development
code", or "CDC") necessary for the City to comply with House Bill 2001 (HB 2001).
The Council has directed staff to pursue development code amendments to meet the minimum
compliance provisions outlined in the administrative rules for middle housing contained within
Division 46 of Chapter 660 of the Oregon Administrative Rules ("Division 46"). An outline of
code amendments that will be required to be adopted in order for the City to comply with HB
2001 can be found in Attachment D. The purpose of the December 13 work session is for the
Commission to provide input to staff for drafting the amendments discussed below, under
Required Code Amendments.
Staff is seeking the Planning Commission's direction on the development of these concepts into
draft code language, as well as direction on policy questions related to middle housing
implementation.
BACKGROUND
In late 2020, staff and consultants with Cascadia Partners initiated the City's first phase of work
to develop code amendments compliant with HB 2001 that maintain consistency with Lake
Oswego's sense of place, neighborhood character, and livability. This phase culminated with the
development of concepts and alternatives for amending the development code to allow middle
housing (see Attachment A), which were presented at a joint meeting of the City Council and
the Planning Commission held on May 18, 2021.
Shortly thereafter, the Council appointed an Ad-Hoc Middle Housing Code Advisory Committee
(MHCAC, or the "Committee") in order to provide high-level policy guidance to the Planning
Commission on the development of draft code amendments to comply with HB 2001. MHCAC
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LU 23-0036 EXHIBIT F-1/PAGE 19 OF 25
Page 2
Chair Randy Arthur and MHCAC Co-Chair Lisa Strader presented the Committee's
recommendations at another joint study session of the Council and Planning Commission on
November 16, 2021 (see Attachment B). At this meeting, the Council directed staff to pursue a
work plan to further develop the code concepts recommended by the Committee that are
required to be adopted by the state-mandated deadline of June 30, 2022.The Council also
recommended that staff explore a potential amendment to the definition of "demolition" in the
building code to be more inclusive of significant structural removal, if feasible.
WORK PLAN
As shown in Attachment C, staff has further developed a proposed work plan for a series of
Planning Commission work sessions, public meetings, and outreach events culminating in the
formal adoption of compliant code amendments by City Council.
The work plan includes four Planning Commission work sessions: the first will focus on an
initial package of prescribed code concepts where the City has limited latitude beyond state
requirements; the second will focus on standards related to duplexes, triplexes, quadplexes and
townhouses; the third will focus on standards related to cottage clusters; and the fourth will
involve the review of a preliminary draft set of code amendments to ensure that concepts have
been properly translated into code language. Policy recommendations provided by the Planning
Commission will then be presented to City Council for further direction prior to the
development of a public review draft for wider consideration.
As with previous work plans, the code adoption process requires public hearings before the
Planning Commission and City Council, scheduled in March through May 2022.
The work plan also includes opportunities for public engagement prior to the hearings,
including two "community forums" and ongoing opportunities for neighborhood associations to
request meetings with City staff to answer questions or present to their members. The first of
these community forums will occur on Thursday, December 9th; a Storymap & Survey will also
be released by the City in early December in order for the public to provide input on middle
housing code concepts. Community Forum #2 will take place in early February 2022, and will
focus on draft code recommendations. Input collected through this outreach will be provided to
the Planning Commission for consideration at the above-described work sessions.
These outreach opportunities will be reinforced by a social media strategy that will include
ongoing updates in the City's Hello LO publication, and posts on the City's social media accounts
such as Twitter, Facebook, Instagram, and Nextdoor.
REQUIRED CODE AMENDMENTS
The Council has directed staff to pursue development code amendments to meet the minimum
compliance provisions outlined in the administrative rules for middle housing contained within
Division 46 of Chapter 660 of the Oregon Administrative Rules ("Division 46"). An outline of
code amendments that will be required to be adopted in order for the City to comply with HB
2001 can be found in Attachment D. Please refer to the page numbers below for the specific
items that staff will cover in your December 13 work session.
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LU 23-0036 EXHIBIT F-1/PAGE 20 OF 25
Page 3
While the state allows some flexibility for cities to modify their design and dimensional
standards for middle housing, as long as the regulations are not more restrictive than those
that apply to single-family detached homes, there is less flexibility for the adoption of other
types of standards related to middle housing.This December 13 work session focuses on the
amendments that are prescribed by the state for compliance; future work sessions will focus on
the options for design and dimensional standards for each middle housing type in more detail.
Definitions (Pages 6-8 of Attachment D)
State requirements in Division 46 include relatively precise definitions of each middle housing
type - Duplexes, Triplexes, Quadplexes, Townhouses, and Cottage Clusters—that must be
adopted in order for cities to comply with the bill. While, generally, the definitions in the CDC
are consistent with the definitions in Division 46, per Attachment D the following amendments
to LOC 50.10.003—Definitions will be needed:
• Separate Triplex and Quadplex from multi-family.
• Add a definition for Cottage Cluster.
• Revise definition for Courtyard to align with Cottage Cluster requirements.
• Add a definition for Townhouse Project to align with Division 46
Staff notes that Division 46 allows the City to define Duplexes, Triplexes or Quadplexes as
multiple detached dwelling units on a single lot, in a variety of configurations. This concept was
considered by the MHCAC and ultimately selected as one of their recommendations; however,
the Council directed staff not to pursue this recommendation along with other code
amendments required under HB 2001.
Applicability (Pages 8-11 of Attachment D)
Per Division 46, middle housing must generally be allowed in any zoning district that allows
single-family detached residential dwellings as a permitted use. In Lake Oswego, middle
housing regulations will need to be included within LOC 50.02.001 —Residential Districts and
LOC 50.02.002—Commercial, Mixed Use, and Industrial Zones such that they apply to the
following base zoning districts:
• Residential Low Density: R-15, R-10, and R-7.5.
• Residential Medium Density: R-6, R-5, and R-DD.
• Residential High Density: R-3, R-2, R-0, and R-W.
• FMU (Foothills Mixed Use)
Though middle housing must be permitted broadly within these areas, Division 46 allows the
City to prohibit or limit middle housing in areas that are protected under existing Statewide
Planning Goals, under certain conditions. The City has already implemented several regulations
in order to maintain these goal-protected resources within code chapters such as the
Greenway Management Overlay District (LOC 50.05.009), the Sensitive Lands Overlay District
503.635.0290 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.ci.oswego.or.us
LU 23-0036 EXHIBIT F-1/PAGE 21 OF 25
Page 4
(LOC 50.05.010), the Flood Management Area (LOC 50.05.011), Hillside Protection areas (LOC
50.06.006.2), and Historic Preservation areas (LOC 50.06.009).
Per Attachment D, these chapters generally already comply with Division 46, with a few
exceptions. The Sensitive Lands Overlay District (LOC 50.05.010) must be amended in order to
eliminate references to single-family residential zones, and to both allow and regulate duplexes
in the same manner as single-family dwellings within these areas.
Other code amendments are being considered in order to clarify whether the City will limit the
reconstruction of certain types of middle housing in goal-protected areas such as the Flood
Management Area or Sensitive Lands Overlay District. See the Special Provisions for
Conversions of Single-Family Dwellings and Policy Question sections, below, for more
discussion.
Though the state Department of Land Conservation and Development (DLCD) has stated that
they do not expect cities to amend portions of their code related to Statewide Planning Goal
15: Willamette Greenway, and no amendments are necessary to the Greenway Management
Overlay District for compliance, the City may decide to consider doing so at a future date. Staff
will continue to track this issue in accordance with future guidance provided by DLCD.
Division 46 also allows cities such as Lake Oswego to apply different types of regulations for
master-planned communities than for other residentially-zoned areas. Master-planned
communities are defined as sites over 20 acres in size, within or adjacent to the City, that have
either a proposed or adopted master plan. Though it's not clear exactly how many of the City's
existing "planned unit developments" (or "PUDs") would meet this definition, the City must still
meet the special provisions in Division 46 for existing, previously-approved master planned
communities. Per Attachment D, amendments will be needed to LOC 50.07.006—Overall
Development Plan and Schedule to allow these previously approved PUDs to be amended by
the applicant to allow for an overall net density of at least 8 dwelling units per acre and permit
the development of a duplex on every lot.
Use Standards (Pages 11-12 of Attachment D)
As mentioned above, Division 46 requires that middle housing types be allowed broadly in most
residential zones. Attachment D includes a description of the amendments necessary for the
use-related standards in LOC 50.03 to reach compliance with HB 2001, including an extensive
update to the Use Tables in LOC 50.03.002 to permit all middle housing types in the zones
where they are required to be permitted.
Review Procedures Lase 13 of Attachment D)
Division 46 also stipulates that middle housing must be subject to the same approval processes
as single-family detached dwellings in the same zone. Under the City's current system, single-
family development is classified as a Ministerial decision, and the development of middle
housing types other than duplexes is classified as a Minor decision and subject to additional
staff review.
503.635.0290 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.ci.oswego.or.us
LU 23-0036 EXHIBIT F-1/PAGE 22 OF 25
Page 5
Per Attachment D, the review procedures detailed in LOC 50.007.003 will need to be amended
to treat middle housing the same as single-family housing; staff recommends code
amendments that would classify the development of a single Triplex, Quadplex, or Townhouse
as a Ministerial decision in order to comply with the bill.
Density (Page 14 of Attachment D)
Attachment D also includes a description of amendments that will be needed to the existing
density provisions within the CDC. The City must eliminate any provisions related to maximum
density in a number of residential districts (R-15, R-10, R-7.5, R-5, R-DD, R-W, and R-3) for
middle housing types other than townhouses, as Division 46 prohibits cities from applying
maximum density standards to duplexes, triplexes, quadplexes, and cottage clusters. Given that
the Council has provided direction to comply with the minimum compliance provisions in
Division 46 for lot size and density, staff concurs with the recommendation in Attachment D to
grant an exception to maximum density standards for Duplexes,Triplexes, Quadplexes, and
Cottage Cluster housing. With respect to townhouses, the CDC must be amended to allow a
maximum density of at least four (4) times the density applied to single-family dwellings in that
zone, or 25 units per acre—whichever is less.
Minimum compliance provisions of Division 46 also require cities to establish a minimum
density for Cottage Cluster projects of at least four (4) units per acre. Though existing minimum
density standards currently require more than four (4) units per acre in many zones, minimum
density provisions in the R-7.5, R-10 and R-15 zones will need to be increased in order to
comply with the bill.
Though the City's ability to apply density standards is somewhat limited by the bill, the
continued application of minimum lot area requirements will effectively control density to
some degree. Policy options related to compliance with minimum lot size standards for
triplexes, quadplexes, and townhouses will be discussed in more detail at Planning Commission
work sessions scheduled for early 2022.
Parking (Pages 18-20 of Attachment D)
Minimum compliance provisions for middle housing in Division 46 do not offer cities much
flexibility with respect to off-street parking standards. Generally speaking, cities can require no
more than 1 parking space per unit for all middle housing types.
The City's existing parking requirement of 1 space per unit for single-family dwellings and
duplexes complies with Division 46. However, off-parking requirements for multi-family
developments, including Triplexes,Townhouses and Quadplexes, are calculated per bedroom,
with a minimum requirement of 1 space per unit for studio/efficiency, 1.25 spaces per unit for 1
bedroom, and 1.5 spaces per unit for 2 or more bedrooms.
Per Attachment D, the off-street parking requirements within L0050.06.002—Parking must be
amended to match this 1 space per unit requirement for all middle housing types. This will
require the code to specifically address parking requirements for cottage clusters, which aren't
503.635.0290 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.ci.oswego.or.us
LU 23-0036 EXHIBIT F-1/PAGE 23 OF 25
Page 6
currently defined, as well as parking requirements for townhouses in zones where they are not
currently permitted.
Additionally, parking requirements within the Foothills Mixed Use (FMU) Zone must be
amended to address minimum parking requirements for lots less than 3,000 sq. ft. in size.
Special Provisions for Conversions of Single-Family Dwellings (Pages 22-24 of Attachment D)
Provisions within Division 46 require cities to apply different standards for conversions or
additions to existing single-family dwellings to create middle housing than would be applied for
new middle housing development or the redevelopment of middle housing. Generally speaking,
these standards are not permitted to discourage middle housing conversions or additions by
creating unreasonable cost and delay when compared to new development on a vacant site.
Per Attachment D, Division 46 provides no alternatives to these requirements.
In order for the City to comply with the special provisions for conversions of single-family
dwellings required under Division 46, code amendments are necessary to the public works
exceptions in LOC 50.07.003.14—Minor Development and LOC 50.07.003.13—Ministerial
Development. Currently, these code sections provide the City with conditioning authority to
require or defer public improvements for multi-family and townhouse developments, but not
for single-family dwellings.
Previously discussed amendments to this portion of the code would classify the development of
a Triplex, Quadplex, or Townhouse as a Ministerial decision (see Review Procedures, above).
Staff recommends further clarification within this section that the City's conditioning authority
for public improvements would continue to apply to Triplexes, Quadplexes, Townhouses, and
Cottage Clusters. Staff also recommends code amendments to clarify that duplexes are not
subject to conditioning authority for public improvements, as Division 46 includes a
requirement that duplexes be granted the same public works exceptions as detached single-
family dwellings.
Division 46 also specifies that building design standards may not be applied to conversions or
additions to a single-family dwelling that create middle housing. As a result, code language
within LOC 50.06.001.1 —Building Design, LOC 50.05.007.3.c.ii—Lake Grove Village Center
Overlay District, and LOC 50.05.001.5.a.ii—Glenmorrie R-15 Overlay District must be modified
to clarify that the design standards in these sections may not be applied to middle housing
created through conversions or additions to a single-family dwelling.
Code amendments are also needed to LOC 50.01.006.4.a—Nonconforming Uses, Structures,
Lots, and Site Features in order to clarify how rules related to the reconstruction of non-
conforming structures will apply to each middle housing type. The current iteration of the
City's code allows for the reconstruction of damaged or destroyed nonconforming single-family
and duplex dwellings, accessory structures, and historic landmarks, but is silent on whether
similar allowances should be provided for other middle housing types, such as triplexes,
quadplexes, townhouses, and cottage clusters. While Division 46 does not directly address the
reconstruction of non-conforming middle housing, the City may be expected to grant these
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LU 23-0036 EXHIBIT F-1/PAGE 24 OF 25
Page 7
allowances for all middle housing types since they are granted to single-family dwellings. Staff
will continue to track this issue in accordance with future guidance provided by DLCD.
ATTACHMENTS
A. Middle Housing Opportunities Report, 5/2021
B. MHCAC Key Issues Summary Memo, 11/3/2021
C. Updated HB 2001 Work Plan and Schedule, 12/2/2021
D. Plan and Code Audit Summary, 5/6/2021
503.635.0290 380 A Avenue PO Box 369 Lake Oswego, OR 97034 www.ci.oswego.or.us
LU 23-0036 EXHIBIT F-1/PAGE 25 OF 25
February 12th 2024
Philip Stewart,Chair
City of Lake Oswego Planning Commission
PO Box 369
Lake Oswego, OR 97034
Re: Comments on LU 23-0036(Community Development Code Annual Amendments)
West Lake Grove Design District
Dear Chair Stewart:
Thank you for the opportunity to provide input on the Community Development Code Annual Amendments,case
file number LU 23-0036.While we have no comments on the proposed list of amendments,we would like to
request that the Planning Commission consider additional amendments related to specific standards applicable to
West Lake Grove Design District,as described below.
Hacienda Community Development Corporation(CDC)has been selected by Metro to develop affordable housing
at the southwest corner of Boones Ferry Road and West Sunset Drive. This project will provide 55 units of much-
needed housing for the community and will enliven a vacant site that formerly served as a staging yard for the
Boones Ferry Road improvement project.
We are currently in the design stage of the project and have identified some code standards that deserve attention as
part of LU 23-0036, specifically pertaining to requirements to provide shared driveway and parking lot access with
the neighboring property to the west,per LOC Figure 50.05.005-C: Internal Parking and Circulation,reproduced
below:
Figure 50.05.005-C:Internal Parking and Circulation (with site marked)
Site
outlined in
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Washington Ct
West Lake Grove Design District
Figure 50.05.005-C
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.
Hacienda CDC agrees that in some circumstances, shared vehicle access can provide for efficient vehicle
circulation among neighboring sites,particularly sites which may be developed with complementary commercial
uses. In such a context, customers may frequent multiple businesses on abutting properties without adding vehicle
trips to adjoining roadways.
LU 23-0036 EXHIBIT G-1/PAGE 1 OF 14
However, in the case of abutting residential and commercial sites, shared vehicle access may not yield the desired
reduction in roadway trips due to differing user profiles, and introduces safety and security concerns for residents.
Accordingly,we are requesting that the code be amended to exempt our site from this requirement if the site is
developed with multifamily housing.
Our site is zoned West Lake Grove Office Commercial(WLG OC),which allows for a range of commercial uses.
However,in recognition of the need for affordable housing, City Council adopted Ordinance 2872 pursuant to case
file number LU 21-0019,allowing affordable housing at this site as now codified in LOC 50.03.003.2.d:
2. Residential Uses in Commercial and Special Purpose Zones
d. WLG OC Zone
Residential uses are limited to multifamily residences in the vicinity of Boones Ferry Road and
West Sunset Drive, as depicted on Figure 50.03.003-A.1, and shall consist of 20 or more units
where at least ten percent of the units are continuously rented, leased or made available for an
amount of rent plus expenses associated with occupancy, such as utilities and fees, totaling not
more than 30%of the income level that is 80%of area median income according to the
Clackamas County Housing Authority's income limits for affordable housing, adjusted for
household size.
Figure 50.03.003-A.1:Area of Residential Use Allowance in WLG OC Zone
1 ' .1
est Sunset Dr wV\Psr nset Dr
ArQr UPr9t
Case file number LU 21-0019 does not mandate housing at this location,but it does allow for it. If the site were
developed with a commercial use,then shared circulation as depicted on Figure 50.05.005-C would be appropriate.
However,if the site is developed with affordable housing,then shared circulation as depicted on Figure 50.05.005-
C would no longer be appropriate for the following reasons:
• The shared circulation easement would introduce commercial traffic into the subject site, leading to
potential conflicts between vehicles and pedestrians(particularly children).
• Providing vehicle access to the neighboring property would result in an interruption of landscape areas and
buffering between the subject site and neighboring property.
• Providing vehicle access to neighboring property would result in an overall reduction in on-site parking
capacity since parking spaces would be displaced to accommodate vehicle through movements.
• The shared circulation will inevitably result in commercial parking in residential dedicated parking stalls,
burdening residents(families)to seek offsite parking.
We have enclosed suggested changes to LOC 50.05.005.4.b that would treat this code standard differently
depending on the proposed use (multifamily or otherwise).We have also proposed analogous changes to LOC
50.05.005.9.d.ii for those projects utilizing the Clear and Objective Housing Standards for Approval.
LU 23-0036 EXHIBIT G-1/PAGE 2 OF 14
Thank you for your consideration in this matter.
Sincerely,
Kevin Chavez
Project Manager
Hacienda CDC
Enclosures: Requested code amendments
LU 23-0036 EXHIBIT G-1/PAGE 3 OF 14
City of Lake Oswego
Comments on LU 23-0036(Community Development Code Annual Amendments)
Hacienda CDC's proposed code amendments
Hacienda CDC requests that the City incorporate the following amendments to the Community Development Code
as part of LU 23-0036. In the text below, only those sections with amendments are listed. Proposed language
additions are double-underlined.
CHAPTER 50: COMMUNITY DEVELOPMENT CODE
50.05.005 WEST LAKE GROVE DESIGN DISTRICT
4. STANDARDS APPLICABLE TO THE ENTIRE WLG DESIGN DISTRICT
a. General Requirements
Development which occurs within the West Lake Grove Design District shall create an aesthetically
pleasing entry into Lake Grove through the following design elements:
i. Architecturally designed structures of high design quality that are in scale with the site, in proportion to
similar buildings in the West Lake Grove Design District and which utilize a pleasing variety of
harmonious earth and muted tone materials, colors, finishes and textures;
ii. Preservation of substantial trees to retain the landmark status imparted by these resources;
iii. Orientation of building entrances shall conform to the provisions of LOC 50.06.001.5, Commercial,
Industrial, and Multi-Family Development Standards for Approval;
iv. Building design and orientation shall provide for effective screening and buffering of the subject
properties from adjacent residential neighborhoods; and
v. High quality designed landscapes involving native plant materials or those which have naturalized to
the locale,which will grow to significant size and impart seasonal color and interest.
b. Streets and Circulation
Access to Boones Ferry Road,new streets, internal vehicular driveways,parking,pedestrian and bike
facilities shall be provided and developed in accordance with the Streets and Circulation Element of the
West Lake Grove Design District shown below in Figure 50.05.005-B: Auto and Transportation
Circulation,Figure 50.05.005-C: Internal Parking and Circulation, and Figure 50.05.005-D: Street
Pedestrian Facilities and Pathways. If the site depicted on Figure 50.03.003-A.1:Area of Residential Use
Allowance in WLG OC Zone is developed with multifamily residences as permitted by LOC 50.03.003.2.d,
then it is exempt from the shared driveway parking lot standard depicted on Figure 50.05.005-C: Internal
Parking and Circulation.
LU 23-0036 EXHIBIT G-1/PAGE 4 OF 14
Figure 50.05.005-B: Auto and Transportation Circulation
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Figure 50.05.005-C: Internal Parking and Circulation
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LU 23-0036 EXHIBIT G-1/PAGE 5 OF 14
Figure 50.05.005-D: Street Pedestrian Facilities and Pathways
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Through provision of shared access and driveways,parking and pedestrian systems, development shall
occur in a manner to ensure the phased construction of the planned circulation and access system and in no
circumstance shall prevent the development of a cohesive access and circulation system. Furthermore,
public bike and pedestrian facilities shall be provided on both sides of Boones Ferry Road as illustrated by
Figures 50.05.005-B, 50.05.005-C, and 50.05.005-D. Figures 50.05.005-E, 50.05.005-F, 50.05.005-G,
50.05.005-H, and 50.05.005-I illustrate the desired design treatment of West Sunset Street,Lower Boones
Ferry Road and a pedestrian path intended to serve a portion of the WLG R-2.5 Residential Townhome
zone.
Figure 50.05.005-E: West Sunset Street Typical Street Section A-A
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„firer • i i rtr- MEWS'
fr� ` 1
J,--
1
West Sunset Street -
Typical Steel Setctlots A-A
LU 23-0036 EXHIBIT G-1/PAGE 6 OF 14
Figure 50.05.005-F: West Sunset Street Typical Section B-B
surer
11, •R'ir #W5 9
I' V , 4, f '1/4 . J-_,i i
�,
--r
i I
J�+T 8' if:4;
7-fr (Or to :(' 0' l5r
Weal Sunset Street °'mil ft
Typical Slreel Secu0n B-H
Figure 50.05.005-G: Lower Boones Ferry Road Typical Section C-C
,__ .4.1 s'-::* 9 \ _‘-'99\--D
(96:4
rr--- sr7t .\ ,
'r 1
j...El
N�+YYYIi$ t •i, i
fYM CLm�F{
iRl• ' r • 4 5
I ae 1 S� 8 11 fl —f re' "'~ rf' !S1r
a Grj
IiC:la!Y YaK qb-o
Lamm--- - Law Dowses Ferry flood
—'�'
1ypIc7Y SIreaI Sectlun C-G
Figure 50.05.005-H: Pedestrian Walkway Typical Section
.444=t1Erego- 4:.
=ktE
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ii°
�' ----•.,,..,..,.......,LI
y
i
te r
_ 4' {—A Iinekems- , amS t st
LU 23-0036 EXHIBIT G-1/PAGE 7 OF 14
Figure 50.05.005-I: Lower Boones Ferry Road Typical Section E-E
ma' s
r �AjrE
5liY.MW 77410.9fors 404Ve5. rrnsfed
t71+I7 4E
,9raw4
c ryirrr.
f11Yn re
-Trime
i J44L il' il� f' fl le 6' Sr tO'
16-e
Lower$Hones Ferry Road
Typical Street Section E-t:
The number of access points on Boones Ferry Road shall be minimized through the use of consolidated
driveways sufficiently wide enough to allow for simultaneous ingress and egress. This shall require
property owners to agree to construct or share in the cost of consolidated driveways either:
i. At the time of development; or
ii. At such future time when sufficient land area is developed to make driveway consolidation practical.
This provision does not apply to the site depicted on Figure 50.03.003-A.1: Area of Residential Use
Allowance in WLG OC Zone if it is developed with multifamily residences as permitted by LOC
50.03.003.2.d.
If it is impractical, due to the timing of development,to develop consolidated driveway access for more
than one parcel,the location of future consolidated access shall be determined by the approval authority
based upon the:
(1) Streets and Circulation Element of the West Lake Grove Design District,Figure 50.05.005-B,
Figure 50.05.005-C, and Figure 50.05.005-D;
(2) The ability to serve the maximum number of land uses and properties;
(3) Traffic safety and operational characteristics; and
(4) Use of more than one property to ensure future consolidated access, such as at property lines.
The approval authority may approve interim individual driveways access to Boones Ferry Road subject to
the findings of a traffic analysis and the condition that when adjoining properties develop,permanent
shared access be developed pursuant to this section. In circumstances where the location of permanent
shared access is not in the same location as an interim driveway,the driveway shall be removed and the
area landscaped or otherwise integrated into the design of the subject site under the provisions of this
section.
Driveway consolidation shall require the execution of reciprocal,nonrevocable easements in a form
necessary to ensure unimpeded property access and driveway maintenance.
All driveways shall include safety features such as changes in surface material, signage and lighting to alert
drivers to the potential presence of pedestrians.
LU 23-0036 EXHIBIT G-1/PAGE 8 OF 14
9. CLEAR AND OBJECTIVE HOUSING STANDARDS FOR APPROVAL
d. Standards Applicable to the Entire WLG Design District
i. Site Design Standards
(1) Purpose
Development which occurs within the West Lake Grove Design District shall achieve an
aesthetically pleasing site and building design that:
(a) Preserves substantial trees in order to retain the landmark status imparted by these resources;
(b) Through building design and orientation,provides effective screening and buffering of the
subject properties from adjacent residential neighborhoods;
(c) Through high quality designed landscapes involving native plant materials or those which have
naturalized to the locale,plants will grow to significant size and impart seasonal color and
interest; and
(d) Incorporates landscape features which contribute to a unifying design theme and continuity
within the West Lake Grove Design District, such as paving materials and textures, lighting,
street furniture, signage and plant material selection, especially trees.
ii. Streets and Circulation
Access to Boones Ferry Road,new streets, internal vehicular driveways,parking,pedestrian and bike
facilities shall be provided and developed in accordance with the Streets and Circulation Element of the
West Lake Grove Design District shown below in Figure 50.05.005-0: Auto and Transportation
Circulation,Figure 50.05.005-P: Internal Parking and Circulation, and Figure 50.05.005-Q: Street
Pedestrian Facilities and Pathways. If the site depicted on Figure 50.03.003-A.1:Area of Residential
Use Allowance in WLG OC Zone is developed with multifamily residences as permitted by LOC
50.03.003.2.d,then it is exempt from the shared driveway parking lot standard depicted on Figure
50.05.005-P: Internal Parking and Circulation.
LU 23-0036 EXHIBIT G-1/PAGE 9 OF 14
Figure 50.05.005-0: Auto and Transportation Circulation
/—
I
iLim7 NI
a,.
I 7-0;
-----75- -
l Re-alignment of West Sunset Drivel
0111111‘
p —Sunset Dr I , •
I I
Dt-�
7 West Lake Grove Design District
- I /(f__. -c:Dv-5:-. - I \ Figure 50.05.005-0 'M1
Tu-r�n CM1anlneliufiun n
New Roadway with on-street parking O .uanic sgmi
—VVashin ton Ct Q ZI:t.e' a:r'° "
_~1�(,ey 4-► �� e Ongreen e w
e ee
• Future Traffic Sip
`4VO = Por y "'""
Figure
50.05.005-P: Internal Parking and Circulation
1/ _ ,
mad..n.r 9,
R-61k,
I _ •
•
•
i
- , `
‘ / \ Illt
` 'V r
J r rr
Wait Sunset f]�I �Mrr
S
1
4
�—� 110-00-tolik
i R`'/� ,�—iSPpet-
E2 \ \ 1 .>_c_.----- ,0,\
-Wash tag ct -
..a---4- _ West Lake Grove Design District
s. Figure 50.05.005-P
p�a_ - y C,,,, Pa4kln9 Lat Access J5
1 Wen Lake6rayefleflpn
n.
011�cf
LU 23-0036 EXHIBIT G-1/PAGE 10 OF 14
Figure 50.05.005-Q: Street Pedestrian Facilities and Pathways
_ Ti — - s
,___L__ _
,,, . .. 10,...- \
m
West
unseii ter..L """
CgO
p iAOi,,
P
tco., \
.i A\ i1,i1i-,\k
�� Weat Lake Gwve Deagn District
— Figure 50.05.005-Q
Washingtot—Gt— 1 1 .... nom..,": ::,
__--:\_A
�camkt[en AH C,DeN Erclx b,he
/ . poM r9 atrtHaeo5om 3,4.�$1.5{07, lt{
1(EIe�>lH.
Through provision of shared access and driveways,parking and pedestrian systems, development shall
occur in a manner to ensure the phased construction of the planned circulation and access system and in
no circumstance shall prevent the development of a cohesive access and circulation system.
Furthermore,public bike and pedestrian facilities shall be provided on both sides of Boones Ferry Road
as illustrated by Figures 50.05.005-0, 50.05.005-P, and 50.05.005-Q. Figures 50.05.005-R, 50.05.005-
S, 50.05.005-T, 50.05.005-U, 50.05.005-V and 50.05.005-W illustrate the desired design treatment of
West Sunset Street, Lower Boones Ferry Road and a pedestrian path intended to serve a portion of the
WLG R-2.5 Residential Townhome zone.
LU 23-0036 EXHIBIT G-1/PAGE 11 OF 14
Figure 50.05.005-R: West Sunset Street Typical Street Section A-A
.
Si 5
Ti1111.(...t. -.1r-..'-'1c-14Ct
.}r�G Le1lf a -`
.i
�. !
.40
i.
.t,.. ,+.
crag roll *' 1 r fai+e+W+ r 1A .
�.� .1 .i. •` w ;i. III
re-li.+ I-4 j i 1- 1=1. it- `
Weal Sting gt.S knot
TVpIIal Street Seetlat A-A
Figure 50.05.005-S: West Sunset Street Typical Section B-B
szAgivok • shy+.
4�}ipar
791 4Y t
)^
fir b-----7-^- t k. .(. ii 1, vtle 4144 ' 4 F_ _..,
rs 7
Ir i r + a
/441Pri ' - Co r'i7N f+I.4i'fpfsfF
Went Sunset Street , 4'+7aacft
Typical Street Section A-u
Figure 50.05.005-T: Lower Boones Ferry Road Typical Section C-C
AAt lk.r.1.,_.
,...,,..1,.7
lij_i.1{ti 4 Liim
fy1.._1 n e —,4. s,.'[
d, dt` . -
J-d
,.e-m'-
fr,-t--fK1,'_
H.--,'C_
i_ tIi,A9,ft.
rerrE ,O
, ,,,_,,,111.-11,,.,-I401 1:
!f 'thr `:1 ST
' I 7
1 r;' ; e' s' rr' 4 r+� ��' n rt `k s s G`
ccrrw 1=' `tb-O.
a'"-- Lower Dowses Fany Road
Typical Slreel Sectlun C•G
LU 23-0036 EXHIBIT G-1/PAGE 12 OF 14
Figure 50.05.005-U: Pedestrian Walkway Typical Section
c-4�u_ ��
CA- ,jr‘
_.„..________
____
..,
w
..
..
r
Iceir—
Figure 50.05.005-V: Lower Boones Ferry Road Typical Section E-E
sueri, T '.+was fR hE,-t.A9�,
i A iwtI L i
N. S ti� .4e5L.Y
rryhr,.
"WI ra
j, II 4_11: li.C II' ; It*
1,6 j,4 1 r;
JLLL q nr-0M //�(
Lower- Soonaa Ferry Road -
Typical Stri,1 Section -E
Access points on Boones Ferry Road shall be consolidated to allow for simultaneous ingress and
egress. This shall require property owners to agree to construct or share in the cost of consolidated
driveways either:
(1) At the time of development; or
(2) At such future time when sufficient land area is developed to make driveway consolidation
practical.
This provision does not apply to the site depicted on Figure 50.03.003-A.1: Area of Residential Use
Allowance in WLG OC Zone if it is developed with multifamily residences as permitted by LOC
50.03.003.2.d.
If it is impractical,due to the timing of development,to develop consolidated driveway access for more
than one parcel,the location of future consolidated access shall be determined by the approval authority
based upon the:
LU 23-0036 EXHIBIT G-1/PAGE 13 OF 14
(a) Streets and Circulation Element of the West Lake Grove Design District,Figure 50.05.005-0,
Figure 50.05.005-P, and Figure 50.05.005-R;
(b) The ability to serve the maximum number of land uses and properties;
(c) Traffic safety and operational characteristics; and
(d) Use of more than one property to ensure future consolidated access, such as at property lines.
The approval authority may approve interim individual driveways access to Boones Ferry Road subject
to the findings of a traffic analysis and the condition that when adjoining properties develop,permanent
shared access be developed pursuant to this section. In circumstances where the location of permanent
shared access is not in the same location as an interim driveway,the driveway shall be removed and the
area landscaped or otherwise integrated into the design of the subject site under the provisions of this
section.
Driveway consolidation shall require the execution of reciprocal,nonrevocable easements in a form
necessary to ensure unimpeded property access and driveway maintenance.
All driveways shall include safety features such as changes in surface material, signage and lighting to
alert drivers to the potential presence of pedestrians.
LU 23-0036 EXHIBIT G-1/PAGE 14 OF 14
Siquina, Cristina
From: Kate Myers <katemyers2011 @gmail.com>
Sent: Monday, February 12, 2024 10:58 AM
To: PC Testimony
Subject: Definition of Attached housing for meeting 2/12
Attachments: Planning Committee letter re Attached homes.docx
CAUTION:This email originated from outside your organization. Exercise caution when opening attachments or clicking
links, especially from unknown senders.
Please find my comments regarding the definition of attached housing which is one of the "Housekeeping" items listed
for review tonight (2/12).
Thank you,
Kate Myers
1
LU 23-0036 EXHIBIT G-2/PAGE 1 OF 2
To the Planning Committee:
It seems that yet again,the City is using the "Housekeeping" process to undercut and rewrite the hard
work of its citizens.
The Middlehousing guidelines presented to the City were created through a process of extensive citizen
involvement. The definition of an attached house as being ACTUALLY attached was not created in error.
It was chosen specifically after receiving feedback from residents and the City Council.
If there is a discrepancy in current code,then one of three things should happen:
A) The code should be amended to meet the newer, more recently vetted definition of attached as
referenced in the Middlehousing guidelines that were created by the citizen panel
Or
B) The Middlehousing panel should be reconvened to address this discrepancy.
Or
C) The Code should be modified to account for the exception that when it comes to Middlehousing
—attached means attached (as specified in the guidelines or to an even greater percentage of
wall length).
The Planning Commission and the City Council should NOT change the hard work of the panel in favor of
the older definition. In fact,the City should be responsible for bringing these types of conflicts to light
far earlier in the process so that they may honor citizen time and effort and engagement.
Frankly, the use of the "housekeeping" vote to "tidy up"things that actually have very large impacts is
disingenuous. It smacks of avoiding citizen engagement and lacks transparency. This is 2024—not the
1990's. Do better.
Sincerely,
Kate Myers (commenting for myself)
Serving as Lake Forest Neighborhood Association Chair
5750 Carman Dr
Lake Oswego, OR 97035
LU 23-0036 EXHIBIT G-2/PAGE 2 OF 2
02/12/2024
Neighborhood Chairs Committee
presentation
Annual code updates 2024
• 'y •1
4 ' . . . .,f- • :
II \ • '4L.46* - .1
q it " ) 6,4,_%,- ., t i• -. ,
. .
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ii
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, ..
IIIJitt ,o. „...,,,,,,A
lor' - ' 0 � 1.'
itt.................- 4 . -
LU 23-0036 EXHIBIT G-3/PAGE 1 OF 6 1
02/12/2024
rofiri - A -v_ !.
h' : ., �°
a � •
. -- o- - m
/
. � P, t / /- l i ccuArrnno - N ® f o.'i7
✓ !7
-. I o , ce
•- ware J
• 0
W lap ,14" 1Z4_20. •
•
"� Jlc, 'r 1111411 .. . ,
� A
4.
1 LI am,#0 II 111166,i atta ri: . I
4Cil ir
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wit mi
I
O 1 O T , O ,t O
120' ••
E Avenue -
LU 23-0036 EXHIBIT G-3/PAGE 2 OF 6 2
02/12/2024
Who Owns
the
Common Courtyard?
Planning Commission
Item 2
Item 5
LU 23-0036 EXHIBIT G-3/PAGE 3 OF 6 3
02/12/2024
Add to 2024 Annual Community Updates
"Adopt code to prohibit all or a portion of the
common courtyard from being sold to individual unit
owners. The common courtyard must be in a tract
held in common ownership." NCC
"Neighborhood associations are an officially recognized channel for citizen
participation in land use planning in Lake Oswego"
Harlan Levy,Westlake Betsy Wosko,Old Town
Bob Brown, Blue Heron Elizabeth Jordan, Mt. Park
Cheryl Uchida,Waluga Andy Leonard, Bryant
Ruth Bregar,Westridge Frederique Lavios, Palisades
Tom Bland, Uplands Carol Ihlenburg, North Shore/Country Club
Grant Howell, Rosewood Ellen Steele, McVey/Southshore
Chris Huttemeyer, Hallinan Carole Ockert, FANFH
Figure 9.Attached Triplex Front and Back Figure JO.Attached Triplex Side•by•Side
111101111 41APAP101
,^
"Quadplex"means four dwelling units cm a lot or parcel in any configuration.See Figure 11
and Figure 12 in Section E for examples of possible quadplex configurations.
Figure IL Stacked Quadplex Figure I2.Detached quadplex
_"41.0 tas*No ( 1
!Otto111011°
4114
LU 23-0036 EXHIBIT G-3/PAGE 4 OF 6 4
02/12/2024
\� ,,'- e C ems � �-PO
••r ,`.a r.
)*
w..it.m. $'fir.+3
1 i }am 3Y - A
. '''. rA 1'j r', 'e. 10 - .
mat .. ...� ..
[i f i--14
Misinterpreted Code
f._ _ "Detached
" [ 1A horizontal separation of three ft.or more,
between the subject structure and nearby structures "
Code Interpretation Log
General:
"Interpretations of Code text are sometimes necessary
by staff. This Interpretation Log collects some of the
staff interpretations... "
"..are subject to revision or rescission for a number
of reasons, i.e., change of law, change of method, or
a prior interpretation is reexamined and determined
to be incorrect. "
LU 23-0036 EXHIBIT G-3/PAGE 5 OF 6 5
02/12/2024
Some examples
The flag pole area is
not excluded from lot
coverage calculation_ 50.10.003.2,Lot
50.10.003.2,Lot Lot Coverage Flag Lots,Lot 8/16/2006 However,for purposes Area,
Area Coverage of minimum lot size, 50.07.007.2_diii
the flat pole area orI
access easement is
excluded.
Elevated driveways,
while exempt from 50_06.004.2.b.x(4),
50.10.003.2,Lot Lot Coverage�Elevated 3/10/2010 setbacks,are counted 50.10.003.2 Lot
Coverage Driveways toward lot coverage
(all portions more than Coverage
30"above grade).
under the definition nl
'oetaphed'a
breezeway connecting
two ln res does
not make the
structures'attached'
Icr the purposes of The definition of"Detached"
compliance with
standarre:.ineraw needed clarification in 'I'code in
50.10003,2 'breezeway'is not 50.10.003.
Detached hT
d ached defined.Inarderfor 2013
h/W2013
Structure,eway & as' wnlaeswbe Breezeway
Breezeways r/° °Eeways nsidered ailaMed, er xeway
connector must It needs clarification again
notion ro be
ve
a sad and opal least
sand well on el Ieail
e side which
not allow breeze re to to
passsllxould the
walkslunct1 could here
windows.g doom and
windows.
Attached means physically attached
{ y z•r ` 4•-- •T
J ri n'• � . r•"- ems=
`{ems _ - ' ~1 y ,• f•1 ~• -
•
,,
++
. A,1
— 7gl`
—411 _ -
Common Wall Structures
LU 23-0036 EXHIBIT G-3/PAGE 6 OF 6 6
02/12/2024
FANFH presentation
2024 Annual Code Updates
We know middle housing
and multi-family
. i - n ii I
li �: iel. a ' T.
otkok
s' duplexes
town homes
1k: Y�t�
, 1111 l
' ,. U. ''- — E', 114g'+y-
Lid AI ,
� _
iF ;� r. — -
'. 4 ff • Will—Ta4' `t
Mulit-family
may
LU 23-0036 EXHIBIT G-4/PAGE 1 OF 2 1
02/12/2024
Proposed projects In FANFH
Cottage Cluster Quadplex?
t: •Ilven
ait 7il
koh... -
- itviIr
Imonilipi
i _IF2.1,12L,
� r—
E Avenue
Input from FANFH board
13 member board comprised of both newer Oregon residents
and long term Oregon residents
A wide age range, retired folks and
parents of young children thru high school
FANFH - wide variety of housing types for well over 25 years
Lets make code clear and easy to understand
1. Put common courtyard fix in 2024 Annual Code Updates
2. Common courtyard means common ownership
3. Attached means physically attached 100% of
the common wall
LU 23-0036 EXHIBIT G-4/PAGE 2 OF 2 2