Agenda Item - 2024-07-16 - Number 06.1 - City Council 2nd Quarter Goals Update 6.1
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F �s� COUNCIL REPORT
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Subject: 2024 Council Goals Second Quarter Update
Meeting Date: July 16, 2024 Staff Member: Martha Bennett, City Manager
Report Date: July 1, 2024 Department: City Manager's Office
Action Required Advisory Board/Commission Recommendation
❑X Motion ❑ Approval
❑ Public Hearing ❑ Denial
❑ Ordinance ❑ None Forwarded
❑ Resolution ❑X Not Applicable
❑ Information Only Comments:
❑ Council Direction
❑X Consent Agenda
Staff Recommendation: Accept the second quarter report for the 2024 City Council Goals
and Initiatives
Recommended Language for Motion: Move to accept the second quarter goals report.
Project/ Issue Relates To: 2024 Council Goals and Initiatives.
Issue before Council (Highlight Policy Question):
❑X Council Goals/Priorities ❑Adopted Master Plan(s) ❑Not Applicable
BACKGROUND
In January, the City Council set policy goals and selected key initiatives for its work in 2024.
Those goals and initiatives were adopted on February 20, 2024. The Council's goals and
initiatives set the City's agenda for the year, and are the highest priority items for limited
resources, including agenda time, staffing, and budget allocations.
Staff reports to the Council quarterly on progress on the initiatives and goals. The first quarter
report was adoption of the workplans. This is the second quarter report for 2024.
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DISCUSSION
Some of the highlights of the last quarter include:
• Adoption of an updated Emergency Operations Plan to guide City response to
emergencies in June.
• Approval of an extension of the Disposition and Development Agreement with Urban
Development + Partners for redevelopment of the North Anchor Blocks. This extension
recognizes the progress UD+P has made on the hotel development and the continuing
effect of economic conditions on multi-family development.
• Significant outreach about the possibility of a community center in Lake Grove. This
project has been placed on hold, pending action by the School District on their long-
range facility plans.
• Council discussion and direction on a draft strategy for electric vehicle charging in Lake
Oswego.
• Adoption of the Urban and Community Forestry Plan in June. Council will take the next
steps on this goal in the fall.
• Completion of the review of the City's finances and long-term financial projections.
• Opening of the Skate Park at Rassekh Park, and significant progress on the LORAC, which
is on target for opening at the end of the year.
Council has done significant work on several of the other initiatives, and that work is outlined
more fully in the status report (Attachment 1).
ATTACHMENTS
1. 2024 Second Quarter Goals Status Report
2. 2024 Council Goals and Initiatives
3. 2022 Council Agreements
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ATTACHMENT 1
2024 COUNCIL GOALS AND INITIATIVES
rSecond Quarter Report
July 16, 2024
OREGO�
GOAL: Ensure a safe, secure, and prepared community
COUNCIL INITIATIVES: PROGRESS TO DATE:
Continue implementation of the City Council approved the updated Emergency Operations
process to increase preparedness of Plan at their meeting on June 4, 2024.The adoption of the
Lake Oswego residents, especially City of Lake Oswego addendum to the Clackamas County
seniors and people with disabilities, Multi-Jurisdictional Natural Hazards Mitigation Plan is going
in the event of a disaster before City Council on July 16, 2024 for approval. On July 12,
staff will meet with the 50+Advisory Board to discuss
emergency management and seek feedback on ideas of how
the City can increase preparedness to seniors.Also in July,
staff are planning a site visit to Rogue Valley Manor, a
retirement community in Medford, OR to learn more about
their emergency preparedness efforts in order to bring some
best practices and lessons learned back to Lake Oswego.
GOAL: Support business investment and job creation in Lake Oswego
COUNCIL INITIATIVES: PROGRESS TO DATE:
Break ground on the North Anchor In June,the LORA Board approved a 24-month extension to
Redevelopment project the North Anchor Disposition and Development Agreement
with Urban Development+ Partners. This extension provides
additional time for UDP to assemble project funding. UDP is
confident and poised to deliver on the project funding as
evidenced by their upcoming joint venture partnership with a
prominent local investor on the hotel development. Staff will
continue to work with UDP on strategies to demolish the
buildings on the site as soon as possible.
Update the Lake Grove Urban The Lake Oswego Redevelopment Agency Board directed
Renewal Plan and begin work on a staff to prepare a plan to close the East End Redevelopment
plan to use urban renewal to support Plan (EERP) in 2028, increase the maximum indebtedness
the redevelopment of Foothills (MI) and consider adding project(s)to the Lake Grove Village
Center Urban Renewal Plan (LGVCURP), and update the
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Foothills Plan (FHP) and prepare a new urban renewal plan
for the area.
In February, the Board received information on how to move
forward with the following items. In summary:
• EERP: When the time comes, the Plan can be closed
by passage of a Resolution.
• LGVCURP: Upon direction from the Board to consider
moving forward with increasing the MI, a study
session will be held to discuss projected TIF revenue,
project(s)to add and funding strategies.
• FHP: Staff submitted a letter of interest to Metro for
Metro's 2040 Planning and Development Grant
program to fund the full cost of the Plan update. The
update may take up to 24 months to complete.
Applications are due in September with grants to be
awarded in December. After the update is
completed, a new urban renewal plan will be
developed for the area to help fund the projects
identified in the updated FH Plan.
Implement the initiatives in the 2022 The Community Development (CD) Director held two
Economic Development Strategy quarterly meetings with the Chamber in March and June to
review progress in completing tasks in the Chamber's scope
of work. Staff is also working with the Chamber to draft the
first biennial business community survey to inform the City's
economic development strategy as well as the upcoming
comprehensive review of the Development Code in 2025.The
Chamber will be conducting the survey over the summer.
The Assistant City Manager(ACM) continues to attend
monthly Chamber meetings and the ACM and CD Director
both attend new business meet and greets with the Chamber.
Develop a funding strategy for a Initial research of the current Business License program is
longer-term contract with the underway, including evaluating revenue generated by the
Chamber of Commerce to implement fees.Through summer, staff will be researching other cities'
a portion of the 2022 Economic models and exploring how revenues could be used in the
Development Strategy. Evaluate the future.
possibility of the business license fee
as a funding option Staff will present revenue use alternatives, such as ongoing
funding for the Chamber contract, for City Council
consideration this fall.
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GOAL: Foster a welcoming and inclusive community where all people have the
opportunity to thrive and have equitable access to City services
COUNCIL INITIATIVES: PROGRESS TO DATE:
Continue efforts related to DEI, Staff has developed an in-house training program for all
including: prioritize equity in the employees.The desired outcomes of this Professional
delivery of city services; formalize a Development Program include:
translation and interpretation policy; • Providing ongoing professional development and
explore a partnership with LOSD to learning opportunities
host an annual event welcoming new • Enhancing understanding of City-wide initiatives, and
residents to the city; and provide providing a baseline understanding of the ADA, the
information on how to engage and Sustainability and Climate Action Plan, and the City's
ways to access services and programs DEI Action Plan to support these key Council goals.
• Increasing employee engagement
• Reinforcing the City's mission and values
The first element of this program is mandatory training
sessions for all departments on ADA, Sustainability, and DEI.
Staff is also developing a curriculum of non-mandatory
training sessions, based on employee requests, department
needs, and other city-wide priorities
City staff is developing a comprehensive Language Access
Plan, in collaboration other cities, counties, and jurisdictions,
including Metro, Washington County, City of Salem, Hillsboro
and Woodburn. Since first offering translation in 2021,there
has been a significant increase in translation requests,
particularly Library and Parks and Recreation.The
implementation of a Language Access Plan will ensure access
to City services and government functions for members of
our multilingual community and will comply with Title VI of
the Civil Rights Act and Executive Order 13166.
The City of Lake Oswego is collaborating with the Lake
Oswego School District to host three events for families new
to Lake Oswego and the LOSD.These events will be held at
various locations including Luscher Farm, George Rogers Park
and the Library.The purpose of these gatherings is to
introduce new students and their families to City services and
programs available to Lake Oswego community members.
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GOAL: Combat climate change and strengthen the community's resilience to
climate impact
COUNCIL INITIATIVES: PROGRESS TO DATE:
Adopt a facilities policy and fleet Department directors approved a fleet management policy
policy that integrates climate and that takes an "EV-first" approach, requiring purchase of EVs
sustainability. Integrate climate goals for light duty fleet vehicles as long as the electric version
and issues into the capital meets operational needs, any cost premium is within 10%,
improvement plan and charging is in place or planned for.The policy will be
implemented through the new Intranet ticketing and asset
management system.
Sustainability and Engineering staff are beginning work on
integrating climate goals and issues into the CIP,with
assistance from the City Manager's Office Kincaid summer
intern who is conducting a review of best practices from
other local governments.
Develop strategies to increase clean On June 4, City Council discussed a draft EV Charging Strategy
energy use and energy efficiency focused on expanding access to EV charging to support
decisions by residents and businesses electric vehicle adoption across the community. Council will
discuss next steps at the July 30 Council meeting.
The Sustainability Advisory Board tabled at the Lake Oswego
Farmer's Market on May 18 and shared information with
visitors about electric landscaping equipment and financial
incentives that are available for switching to an electric
vehicle and clean energy home upgrades.
The Sustainability Program Manager has been conducting
outreach to external groups including the Lake Oswego
Sustainability Network, Solar Oregon, and Energy Trust of
Oregon to learn about existing initiatives and programs aimed
at increasing clean energy use and energy efficiency by
residents and businesses, and identify opportunities for the
City to participate in and/or support those efforts.
Work on development of a Community Green Tariff program
has paused; staff are waiting for an update from PGE.
The Willamette Shoreline Consortium approved funding to
add rooftop solar to the Willamette Shore Trolley Barn, which
is owned by the City of Lake Oswego. City staff will be leading
the RFQ process to select a contractor for the project.
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Adopt an updated Urban and Completed; the updated Urban and Community Forestry plan
Community Forest Plan. Start the (UCFP)was adopted by the Council on June 18.
process for targeted amendments to
the Tree Code after adoption of the A study session is scheduled with the Council in November to
Plan define the general scope and process for Tree Code
amendments, which will address several actions identified in
the newly adopted UCFP implementation plan.
GOAL: Strengthen public trust in the City through continuous improvement,
outstanding customer service, infrastructure investments, and fiscal
stewardship
COUNCIL INITIATIVES: PROGRESS TO DATE:
Collaborate with the City of Portland In January 2024, phase one (90%) deliverables were received.
to make a financially and In May 2024, Council authorized a special procurement for a
environmentally responsible long- design, build, operate, and maintain contract.The project
term investment in a wastewater team is developing procurement documents while continuing
treatment plant. to coordinate land acquisition, environmental permitting, and
project financing tasks.
Develop a strategy for an all-ages and Preliminary planning and early stakeholder communications
all-activities community center on related to this goal were completed in Q2. This project is
the west side of town that would currently paused, pending future action by the Lake Oswego
include event and meeting spaces, School District about their long-term facility needs and plans.
public services, and may include
library services. Collaborate with
LOSD and other stakeholders as part
of this project.
Begin a needs assessment and Staff is coordinating with the Planning Department to
community engagement process to complete a "Planning Consultation" that will help determine
rebuild the South Shore Fire Station. land use and the variety of City and State Code issues that
may need to be addressed as this project progresses. In
September, Staff will ask Council to approve the framework
to establish a short-term Community Task Force to complete
a Needs Assessment and a Community Engagement
Plan. Staff will also use the Task Force to work with a
structural engineering/architectural firm to determine the
structural integrity of the current facility and will develop
options for Council's consideration.
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Conduct a long-term strategic review Completed at the May 2, 2024 Budget Committee meeting.
of the City's finances, including
revenues, expenditures, and capital
funding.
GOAL: Invest in Lake Oswego's high-quality parks, natural areas, and
recreational amenities
COUNCIL INITIATIVES: PROGRESS TO DATE:
Guide delivery of the LORAC and Golf Projects are on schedule for late Fall/Early Winter opening.
Course and oversee the launch of Staff recruitment is underway for critical staff and will
operations of these facilities. continue until opening. Operational plans and emergency
action plans are in development.
Adopt Parks Plan 2040. Public engagement is continuing, assessments are underway
and goals reacting to community input are being developed.
Prioritize and adopt a funding City Council provided direction for investment of the Metro
strategy for partially funded parks Local share, prioritizing: Willamette Greenway,West Waluga
projects. paths and Luscher access and parking. The Parks Department
will be presenting Rassekh Phase 2 to OPRD for funding
through the Local Government Grant Program ($850K)
matched with Parks SDC's to fund Phase 2.
GOAL: Improve transportation connections, mobility and safety for all travelers
and all types of trips in Lake Oswego
COUNCIL INITIATIVES: PROGRESS TO DATE:
Continue construction of sidewalks In May, Council approved of the construction contract for
and pathways,focusing on safe Douglas Way,the fourth and final piece of the Group 1
routes to schools. pathways
In March the City hired HHPR to begin the process of design
work for the 2nd Group of pathway projects, as identified by
TAB, and approved by Council. Public engagement meetings
on these projects will occur in July and August.
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Adopt the "20 is plenty" speed The April TAB meeting included a presentation by the City of
program for residential/local streets. Tigard regarding their experience with implementing a "20 is
Plenty" program. A number of questions resulted, and will be
responded to at the next TAB meeting in July. Development
of a strategy for Council's consideration is anticipated by end
of year.
GOAL: Conserve the community's character, sense of place, and quality of life by
planning for change and growth
COUNCIL INITIATIVES: PROGRESS TO DATE:
Continue work on key housing Housing Production Strategy(HPS)
initiatives,the housing production
strategy, guiding the HACC/Metro The HPS Task Force held its final meeting and the draft HPS
project on Boones Ferry Road, and report was reviewed by the Planning Commission in June. A
support for other non-profit led study session with the Council on the draft HPS report will be
housing projects held on July 16 and will be followed by public hearings with
the PC in September and the Council in October.The HPS
report is on track to be adopted on schedule by the end of
the year as required by HB 2003.
Support for Non-profit led Housing Projects
In April, Council approved a Nonprofit Corporation Low
Income Housing Tax Exemption program and in June the
Mercy Housing NW Mercy Greenbrae affordable housing
project was the first project to receive approval for the tax
exemption in the upcoming tax year.
In June, Hacienda CDC submitted their land use application
for the affordable housing project at the former Boones Ferry
Road staging site. All city land use application fees are being
waived as a qualified affordable housing project.
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ATTACHMENT 2
o� os 2024 COUNCIL PREFERRED FUTURE, GOALS, AND INITIATIVES
11ko Adopted on February 20, 2024
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Our Preferred Future
In 2040, Lake Oswego is a safe and welcoming community where people and families at all stages of life,
backgrounds, and abilities thrive. Our incomparable quality of life is founded on outstanding municipal
services; destination dining and shopping districts; innovative businesses; premier schools; varied
housing options; our spectacular setting along Oswego Lake and the Willamette River; a deep
connection to a beautiful and healthy natural environment; arts, cultural and educational opportunities;
and exceptionally engaged people.
Ensure a safe, secure, and prepared community
• Continue implementation of the process to increase preparedness of Lake Oswego residents,
especially seniors and people with disabilities, in the event of a disaster*
Support business investment and job creation in Lake Oswego
• Break ground on the North Anchor Redevelopment projects*
• Update the Lake Grove Urban Renewal Plan and begin work on a plan to use urban renewal to
support the redevelopment of Foothills *
• Implement the initiatives in the 2022 Economic Development Strategy*
• Develop a funding strategy for a longer-term contract with the Chamber of Commerce to
implement a portion of the 2022 Economic Development Strategy. Evaluate the possibility of the
business license fee as a funding option
Foster a welcoming and inclusive community where all people have the opportunity to
thrive and have equitable access to City services
• Continue efforts related to DEI, including: prioritize equity in the delivery of city services; formalize
a translation and interpretation policy; explore a partnership with LOSD to host an annual event
welcoming new residents to the city; and provide information on how to engage and ways to
access services and programs*
Combat climate change and strengthen the community's resilience to climate impacts
• Adopt a facilities policy and fleet policy that integrates climate and sustainability. Integrate climate
goals and issues into the capital improvement plan
Respect, tx el en e. Trust. .... vi:.c:.
• Develop strategies to increase clean energy use and energy efficiency decisions by residents and
businesses
• Adopt an updated Urban and Community Forest Plan. Begin implementation of any non-regulatory
elements in the plan. Start the process for targeted amendments to the Tree Code after adoption
of the Plan*
Strengthen public trust in the City through continuous improvement, outstanding
customer service, infrastructure investments, and fiscal stewardship
• Collaborate with the City of Portland to make a financially and environmentally responsible long-
term investment in a wastewater treatment plant*
• Develop a strategy for an all-ages and all-activities community center on the west side of town that
would include event and meeting spaces, public services, and may include library services.
Collaborate with LOSD and other stakeholders as part of this project
• Begin a needs assessment and community engagement process to rebuild the South Shore Fire
Station
• Conduct a long-term strategic review of the city's finances, including revenues, expenditures, and
capital funding*
Invest in Lake Oswego's high-quality parks, natural areas, and recreational amenities
• Guide delivery of the LORAC and Golf Course and oversee the launch of operations of these
facilities*
• Adopt Parks Plan 2040*
• Prioritize and adopt a funding strategy for partially funded parks projects
Improve transportation connections, mobility and safety for all travelers and all types
of trips in Lake Oswego
• Continue construction of sidewalks and pathways, focusing on safe routes to schools*
• Adopt the "20 is plenty" speed program for residential/local streets
Conserve the community's character, sense of place, and quality of life by planning for
change and growth
• Continue work on key housing initiatives, the housing production strategy, guiding the
HACC/Metro project on the Boones Ferry Road, and support for other non-profit led housing
projects*
*an asterisk indicates Council initiatives continuing from last year
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ATTACHMENT 3
nicV- E0 COUNCIL AGREEMENTS
41145
U O January 21, 2022
OREG0\-4,
SHARED PRINCIPALS
We share principals about the role of the Council in governance, including:
• Council is uniquely responsible for the long-term vision and policy direction of the City
• We are all here to make Lake Oswego a great community
• Council time is valuable
• We value transparency, open communication, and public engagement
• A healthy Council invites dialog and deliberation about different points of view
• We share the responsibility for careful stewardship of the City's resources
• We value the diversity of political thought in our community and our active, engaged community
COUNCIL MEETINGS
• We focus on policy leadership by working together to address big picture questions
• To make the most efficient use of time in Council meetings, we will:
o Place the issues that are most important and urgent at the beginning of Council agendas
o Place topics with public input as early on the agenda as possible
o Strive to get our informational questions answered before meetings
o Come to meetings prepared
o Request a study session if more time is needed for discussion
o Stay focused on the topic at hand
• Council deliberation should be clear. To accomplish this, we will:
o Separate inquiry from deliberation
o Offer a motion before deliberation starts, make our motions straight forward
o Rely on the City Attorney for procedural advice
o Take a break after contested public hearings if needed
• Council deliberation should be collegial. To accomplish this, we:
o Work to find commonalities and build consensus
o Focus on the issue not the person, organization, or jurisdiction
o Avoid criticizing each other, City staff, or other people in public meetings
o Address concerns about other people, including one another, privately
o Avoid bringing election-related politics into Council meetings
• We meet when needed but only when needed
• We work to complete agendas in 4 hours. If pressing items remain, we schedule special meetings
• In executive sessions, we rely on the City Attorney to keep us in the legal parameters of the topic
COUNCIL COORDINATION
• We understand that we will not all agree with every decision of the Council
o Once a decision is made by the Council, we will represent and support the decision of the
Council to outside groups, even if we were not in the Council majority
o If a Councilor continues to be in opposition to a decision made by the Council, a member
can ask the Mayor to add discussion to a future City Council meeting for further
deliberation
• We will provide regular reports from our liaison assignments during City Council officer reports
We will seek Council input as needed when representing the City to outside groups
• We will engage the full Council in a discussion about the City's position when we are representing
the City on a project that could be controversial
COMMUNICATIONS
• Mayor and City Manager are responsible for coordinating responses to external communications
requests and will keep Council informed, especially on urgent or controversial matters
• We agree to keep each other informed if we speak or write to the media about a topic related to
City business
• Councilors can respond directly to comments or suggestions from people about policy issues.
• Councilors should refer technical or operational issues to staff for a response
• At times, the City Council may want issue a statement about an issue or event. Statements
should be an expression of the Council values, policies, and commitment to the community
o If the matter relates to City operations, directly or indirectly, City staff will work with
Council to issue a statement through the City's established communication channels
o If the matter is not related to the City or community, we will strive to develop a consensus
of the Council on the need and objective of a statement, then determine the most fitting
communication channels
COUNCIL DIRECTION TO STAFF TO SUPPORT THESE AGREEMENTS
• Provide regular updates on Council goals
• Provide sufficient information to support the Council's work in setting policy direction and
making good long-term decisions
• Keep the Council informed about projects or programs that are controversial or likely to appear in
the media
• Collaborate with the Mayor to schedule study sessions on important policy and operational issues
• Provide clear procedural advice, especially in public hearings and executive sessions
2