PP 19-0008: House Bills 2001 and 2003


Public Review Draft of Proposed Middle Housing Code Amendments

Pursuant to the City Council goal to, “Conserve the community’s quality of life by planning for change and growth,” and the initiative to, “Adopt codes that comply with HB 2001 that are consistent with the community’s sense of place, neighborhood character, and livability”, the City recently released a public review draft of proposed code amendments to comply with the middle housing requirements of House Bill 2001 (or “HB 2001”). 

The amendments were developed through an extensive public process that included numerous Planning Commission work sessions, City Council study sessions, public surveys, neighborhood association interviews, a virtual Community Forum, an Ad-Hoc Advisory Committee, and other outreach efforts that provided numerous opportunities for public input.

The Planning Commission will hold a public hearing on Monday, April 11 to consider the proposed amendments. The code amendments are scheduled to come before City Council for approval in May 2022 in order to be adopted prior to the state-mandated deadline of June 30, 2022.

Documents related to the proposed code amendments and upcoming public hearings can be found in the LU 22-0007: Middle Housing (House Bill 2001) Community Development Code Amendments project page.

The City will host a second Community Forum on Tuesday, March 22nd at 6:00 PM in order to provide information and answer questions about the proposed code amendments prior to the public hearing.

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Project Background / Summary: 

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.


Project Updates: 


Middle Housing Code Development Update

In late 2021 and early 2022, the Planning Commission held four work sessions to discuss remaining policy decisions related to middle housing code development. In February 2022, City Council held a study session where staff presented a summary of the Commission’s initial recommendations for proposed code amendments to comply with state middle housing requirements.

Documents for these meetings can be found in in the public records file, click here.

Public Hearings at the Planning Commission will begin in April 2022. The code amendments are scheduled to come before City Council for approval in May 2022 in order to be adopted prior to the state-mandated deadline of June 30, 2022.


Middle Housing Community Forum #1 and Survey

Late last year, the City presented initial concept recommendations developed by the Middle Housing Code Advisory Committee (MHCAC) both through an online StoryMap and Survey and at a virtual Community Forum conducted via Zoom on December 9th. Each option included opportunities to provide public input on the MHCAC’s recommendations as the City proceeds with the development and refinement of code amendments for adoption in June 2022.

While the online survey closed on December 31, 2021, the StoryMap still provides a great deal of information on what the City is considering regarding HB 2001. These outreach efforts are designed to help citizens understand and provide input on the types of code changes the City is considering in order to comply with the middle housing requirements of HB 2001. This input has been taken into consideration by the Planning Commission and City Council as the City continues to proceed with the development and refinement of code amendments for adoption in June 2022.

Once the Planning Commission has developed these concepts into recommended code amendments, the City will again seek feedback from the broader community at a second Community Forum tentatively scheduled for March 2022.


Update 11/16/21

The work of the Middle Housing Code Advisory Committee (MHCAC) wrapped up at a joint meeting of the City Council and Planning Commission on November 16th, where MHCAC Chair Randy Arthur and Co-Chair Lisa Strader gave a presentation outlining the Committee’s process and code concept recommendations. These recommendations are also summarized in the MHCAC Key Issues Summary Memo.

Staff also provided information at this meeting regarding 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.

Documents for this meeting can be found in the Council's meeting folder, click here.


Middle Housing Code Advisory Committee

In June of 2021, the City Council 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 was 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 held meetings 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 are available in the meeting folders, click here.


Monthly Updates and Work Sessions:

  • 01/13/2020
  • 02/10/2020
  • 03/09/2020
  • 04/22/2020 (staff memo only)
  • 05/29/2020 (staff memo only)
  • 06/22/2020
  • 07/27/2020
  • 09/14/2020
  • 10/06/2020 (staff memo only)
  • 10/26/2020
  • 11/23/2020
  • 01/11/2021
  • 02/08/2021 (verbal update only, no staff memo)
  • 02/22/2021
  • 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)
  • 12/13/21 Work Session-1  Required Code Amendments and Updated Work Plan
  • 01/10/22 Work Session-2  Required Code Amendments to Design and Dimensional Standards for Plexes, and Townhomes
  • 01/24/22 Work Session-3  Required Code Amendments to Desin and Dimensional Standards for Cottage Clusters
  • 02/14/22 Work Session-4  Proposed Development Review Processes for Middle Housing and Other Remaining Issues

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"


Update 12/30/20

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.


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 view the video of the meeting, click here.


Update 07/22/19

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.




Project Details
PP 19-0008
Project Contact: 

Erik Olson, Senior Planner, (503) 697-6524 or email.

HB 2001 and HB 2003

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