PP 19-0008: House Bills 2001 and 2003
In 2019, the Oregon Legislature passed and Governor Kate Brown signed into law two bills aimed at increasing housing choices in Oregon. House Bill 2001 requires cities to allow “middle housing”, defined as duplexes, triplexes, fourplexes, townhomes, and cottage clusters (developments with multiple small detached homes), in areas zoned for single family homes. While the bill requires that duplexes be allowed on every lot where single-family housing is allowed, the other types of middle housing (triplexes, fourplexes, townhomes, and cottage clusters) need only be allowed in “areas” that are zoned for single-family use (not every lot).
The State Land Conservation and Development Commission adopted rules in December 2020 that define what these terms mean and what cities must do to meet the bill’s requirements. Cities in the Portland metro area have until June 30, 2022 to amend their land use regulations to comply with House Bill 2001. While the bill offers opportunities for the community to realize the environmental and social benefits of expanded housing choices, it also presents some challenges in maintaining the distinctive character of our neighborhoods and not overtaxing city infrastructure.
House Bill 2003 requires cities to study future housing needs and develop strategies to make sure that housing is produced. The bill requires cities to create and update housing needs assessment reports. Lake Oswego is required to update its housing needs assessment by 2023.
While State rules for middle housing in some respects are prescriptive and leave few options for city planning, other aspects of the rules provide options for how we respond with code changes. As more is known about these options, the City will engage the community in a conversation about how best to move forward. For more information on the State requirements, please visit the State of Oregon HB 2001 webpage.
Staff memos and other documents are available in the Public Records File, click here.
To receive updates please use the HB 2001 and HB 2003 "SUBSCRIBE" button on this page (to the right or below, depending on your device). Look for an email confirming your request and click on the link in the email to be added to the subscription list.
Middle Housing Code Advisory Committee
City Council has appointed community members representing a range of backgrounds and interests to a Middle Housing Code Advisory Committee (MHCAC) to provide high-level policy guidance to the Planning Commission on middle housing implementation. The MHCAC is made up of the following appointed representatives:
1. City Council Liaison (non-voting): Rachel Verdick
2. Development Review Commission (1 member): Randy Arthur
3. 50+ Advisory Board (1 member): Cynthia Johnson
4. Historic Resources Advisory Board (1 member): Larry Snyder
5. Planning Commission Liaison (non-voting): Helen Leek
6. Sustainability Advisory Board (1 member): Stephanie Glazer
7. Diversity, Equity, and Inclusion Advocate/Advisory Board (1 member): Lisa Strader
8. Neighborhood Chairs Committee of Lake Oswego (2 members):
a. Carole Ockert, First Addition Neighbors-Forest Hills Neighborhood Association
b. Robert Ervin, Uplands Neighborhood Association
9. Building Industry Advocate (1 member): Ross Masters, Crosswater Development Co.
10. Affordable Housing Advocate (1 member): Sam Goldberg, Fair Housing Council of Oregon
11. Architect (1 member): Ralph Tahran
12. Realtor or Real Estate Finance Professional (1 member): Tam Hixson
13. At-large members (not more than 2 members): Todd Prager & Alexandra Byers
The MHCAC will meet from 5:30 to 7:30 p.m. on the following dates:
- Tuesday, July 27; to view the meeting video, click here.
- Tuesday, August 10; to view the meeting video, click here.
- Tuesday, August 24; to view the meeting video, click here.
- Wednesday, September 15; to view the meeting video, click here.
- Wednesday, September 29; to view the meeting video, click here.
- Wednesday, October 13, to view the meeting video, click here.
Documents for the above meetings will be available in the meeting folders, click here.
Members of the public may also register in advance to view the meetings live – links can be found in each meeting agenda. Members of the public who wish to send comments regarding issues being addressed by the MHCAC are requested to email their comments to both email@example.com and firstname.lastname@example.org, with “MHCAC” in the subject line.
Neighborhood Character Report and Middle Housing Opportunities Report
Through phase one, a major milestone was developing the Neighborhood Character Report and Middle Housing Opportunities Report. The reports highlight the findings from the survey, as well as identify opportunities to incorporate middle housing in our community’s fabric.
Neighborhood Character Survey
Thank you to everyone who participated in the Neighborhood Character Survey!
The purpose of the survey was help understand what our community values most about the visual and physical character of their neighborhoods. The results of the survey will help the City develop options for how to manage new residential development. The survey was live through the month of February.
Monthly Updates and Work Sessions:
- 04/22/2020 (staff memo only)
- 05/29/2020 (staff memo only)
- 10/06/2020 (staff memo only)
- 02/08/2021 (verbal update only, no staff memo)
- 03/08/2021 (Work Session-1)
- 04/12/2021 (Work Session-2)
- 04/26/2021 (Work Session-3)
- 05/24/2021 (Work Session-4, Part 1)
- 06/14/2021 (Work Session -4, Part 2) Rescheduled to 06/28/2021
- 06/28/2021 (Works Session-4, Part 2)
Documents are available in the public records file, click here.
To view meeting videos, click here. Links to meeting videos are also provided on individual meeting webpages, links to meeting webpages are available on this webpage under "Related Meetings"
The City has initiated work to comply with the minimum requirements of House Bill 2001, which will consist of two phases.
For the first phase of the project, the City has secured grant funding from the Oregon Department of Land Conservation and Development (DLCD) to gather information and conduct technical analyses in order to develop a set of conceptual alternatives for the City to consider in its work to comply with the bill. This first phase of the project will take place from January - May 2021, and will include opportunities for residents to provide input about which aspects of their neighborhood they feel are most significant to its character. This first phase will also include a presentation from DLCD to the Lake Oswego Planning Commission at their meeting on January 11th, which will provide a general summary of the minimum requirements for HB 2001 that were recently adopted by the state. See the diagram below for an overview of the timeline for phase 1:
The second phase of the project will begin in May 2021, and will involve a more public discussion – including numerous outreach and engagement opportunities – about how the City should proceed with code and Comprehensive Plan amendments to comply with the bill. This second phase is anticipated to be finalized prior to June 2022, which is the final deadline for cities to attain compliance with the bill.
Documents for this meeting can be found in the Public Records File, click here.
To visit the meeting webpage for 01/11/21 and view the meeting video (when available), click here.
Joint Meeting with City Council 12/17/19
The Planning Commission met with the City Council to receive direction on meeting requirements and deadlines associated with House Bill 2001 (HB 2001), Comprehensive Plan and code changes necessary to attain compliance, and whether to modify the City Council’s affordable housing goals in light of these requirements.
Documents for this meeting can be found in the Public Records File, click here.
To visit the meeting webpage for 12/17/19, click here.
To view the video of the meeting, click here.
The Planning Commission received an update on affordable housing and House Bills 2001 and 2003.
Documents for this update can be found in the Public Records File, click here.
To visit the meeting webpage for 07/22/19 and view the video, click here.
Erik Olson, Senior Planner, (503) 697-6524 or email.
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