HomeMy WebLinkAboutApproved Minutes - 2014-01-15 proued
0
1---- I CITY OF LAKE OSWEGO
woolyDevelopment Review Commission Minutes
January 15, 2014
CALL TO ORDER
Chair Don Richards called the meeting to order at 6:00 p.m. in the Council Chambers of City Hall,
380 A Avenue.
ROLL CALL
Members present: Chair Don Richards, Vice Chair Gregg Creighton, Ann Johnson, Bob Needham
and David Poulson. Brent Ahrend and Frank Rossi were not present.
Staff present: Hamid Pishvaie, Assistant Planning Director; Leslie Hamilton, Senior Planner;
Jessica Numanoglu, Senior Planner; Evan Boone, Deputy City Attorney; and Janice Reynolds,
Administrative Support
MINUTES
None.
FINDINGS
None.
PUBLIC HEARING
LU 13-0040: An appeal of the staff decision to approve the applicant's request for exceptions to the
R-7.5 zone requirements, listed below, through the Residential Infill Design Review (RID) process.
The applicant is requesting the following exceptions in order to construct a new single family
dwelling:
• Reduce the required 30-foot rear yard setback to 25 feet, and;
• Increase the maximum allowed lot coverage for a structure greater than 31 feet in height from
25% to 33%.
The applicant is also requesting to remove three trees in order to construct the dwelling.
The site is located at: 16645 Graef Circle (Tax Lot 7107 of Tax Map 2 1 E 08CC).
Chair Richards opened the public hearing. Mr. Boone outlined the applicable criteria and
procedure. Ms. Johnson (retired housing manager) and Vice Chair Creighton (licensed architect)
each reported a site visit. The other Commissioners each declared his/her
occupation/employment: Mr. Needham (retired lawyer); Mr. Poulson (civil engineer) and Chair
Richards (landscape architect/certified arborist).
Staff Report
Ms. Hamilton reported that several comments had been received after the preliminary staff
approval of the application was mailed: two in support and seven in opposition. The December 11,
2013 Staff Report addressed those comments and recommended approval of the application.
Neighbors to the north of the site had then appealed the staff decision. She clarified that the
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 1 of 22
applicants were not asking for any exceptions to the side yard setback plane and that the standard
was met. They were asking for exceptions that would allow increased lot coverage, a reduced rear
yard setback, and to remove three trees for development purposes. She reported the subject lot
had been a platted lot of record for 90 years. It had remained vacant because it had been
developed together with the abutting lot to the north at 6621 Graef Circle. The two lots had been
reestablished as individual lots in 2013. The appellants owned the abutting lot to the north. The
existing boathouse was on the applicants' property and was to remain. The property was zoned R-
7.5. Graef Circle was a one-way loop street off South Shore Boulevard.
Staff pointed out the proposed setbacks on the site plan. The applicant proposed combined side
setbacks of 15 feet (a 5-foot north setback and a 10-foot south setback). They asked for a 5-foot
reduction in the required 30-foot rear setback. The dwelling met the required 25-foot Oswego Lake
setback. At 16.25 feet, the structure met the front setback because the Code allowed an averaged
setback when an abutting property had a nonconforming setback. The dwelling to the north had a
front yard setback that had been allowed to be reduced from nine feet to six feet in a RID process.
She related that the appellants had submitted Exhibit G-208 that day. It identified their specific
concerns, which touched on tree removal, views, and privacy concerns.
Ms. Hamilton pointed out the December 11 staff report addressed several concerns. There had
been concern that the proposed dwelling did not fit neighborhood character because the lot was a
little over 4,400 s.f. Staff found that 10 of the 17 lots on Graef Circle were substandard size. They
had been platted that way in the 1920s. There was concern that the proposal would increase lot
coverage from 25% to 30%. Staff had used an aerial photograph to roughly calculate the lot
coverage of properties in the area and found they ranged between 30% and 42%. There was
concern about reduction of setbacks. Staff had found that all except one of the lots around Graef
Circle were nonconforming to at least one of the setback standards. Staff had looked at the
photographs showing the character of the street. The analysis showed a tight development pattern
and tight parking. There were many buildings with very minimal front and side yard setbacks. The
property to the north had a 6-foot front setback. The dwellings on Graef Circle were a mix of one-,
two-, and three-story homes. At least four of them had two levels at the street and three levels on
the lake side, as was proposed by the applicant. Comments had been received about tree
removal. Three Oregon white oak trees were located 12-15 feet from the front property line. Staff
acknowledged there would be a significant negative impact to the character of the street with the
trees removed. However, no reasonable alternative site plan exists that would still allow the
property to be used as permitted in the zone. Even if the proposed development needed no
exceptions because it met the required rear yard setback and lot coverage, and even if the building
footprint was flipped to place the two-car garage and its access on the south instead of the north
side of the site, the footprint would be in the protection root zone and would impact the trees.
Staff referred to graphic illustrations in the staff report to discuss privacy concerns. She noted the
proposed dwelling was shallower than the Johnson dwelling to the north. The Johnson property
had a nonconforming side setback ranging from two feet to about 2.5 feet along the shared
property line (where the required zone setback was five feet). She pointed out the lack of windows
in the exception area of the proposed building that faced the house to the north. There were some
windows off the deck that were about 23 feet away and not on the property line. There were no
direct views from the deck to the Johnson windows. She pointed out the existing boathouse was
already in the view corridor from the neighbors' window. Staff recommended approval subject to
the recommended revised conditions of approval in the staff report.
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 2 of 22
Questions of Staff
During the questioning period, Ms. Hamilton clarified that a Type II tree removal request was
incorporated into the application and the health of the trees proposed to be removed was not a
factor because the basis of the tree removal request was removal for development purposes. She
confirmed that the two lots had been legally platted and there had been no lot line adjustments.
The two lots had been developed together and the subject lot had never been built on. The
boathouse had originally been used for the Johnson property, but now it would be the boathouse
for the subject property.
Applicant
Damien Hall, Ball Janik LLP, 101 SW Main St., Ste. 1100, Portland, Oregon 97204; Richard
Givens, Planning Consultant, 18680 Sunblaze Dr., Oregon City, Oregon 97045; and Mitch Imlay,
End Point Design, 4036 NE Sandy Blvd., Portland, OR 97212, project designer, represented the
applicants. Mr. Hall submitted a simplified site plan to respond to issues raised by neighbors
(Exhibit E-10). It showed the required and proposed rear setback lines; the side setback lines; the
averaged front yard setback line; and the location of the tree canopy. He advised the exceptions
fell under RID standards that applied to structure size, not the standards related to the
relationships to the street and to the neighbors. The applicant agreed with staff that there was no
alternative to removing the oak trees on the street side which were actually one tree with three
trunks. He indicated that the applicant was amenable to mitigate as though it was three trees.
Mr. Imlay addressed consistency with neighborhood character. He noted the site was an
undersized lot. He explained that the applicant had tried to achieve a design within the required
setbacks. However, the only feasible way to have a two-car garage, great room, kitchen, and
dining area, was to reduce the setback in back and ask for RID exceptions. He noted the design
set back the upper level to reduce the impact on the street and the neighbors. It reduced the view
corridors from inside the house to the neighboring properties. Most of the views were out the back
toward the lake or out the front to the street. The plan enabled them to have a two-car garage and
two extra parking spaces in front of the garage because there was limited parking on the street.
He advised the design provided adequate room sizes, but it was not overly large. He could not see
any way to get it any smaller and have adequate room sizes.
Mr. Givens submitted aerial photographs to demonstrate neighborhood character (Exhibit E-11).
He noted the purpose of the RID process was to allow for flexibility in situations like this, where the
lots had been platted before there were zoning standards. He pointed out the neighborhood was
primarily two story homes, similar to what the applicant proposed. The one that was different was
the single level home immediately south of the site on Tax Lot 7300 on a property that was about a
lot and a third and was not typical of other lots in the neighborhood. He indicated that the effect of
adjusting the rear yard setback to 25 feet would not be as perceivable as it would on a typical lot
because the perceived rear yard area included the 25-foot lake setback as well. He referred to
the site plan in Exhibit E-4. He pointed out that the rear setback line was angled so that setback
would be 25 feet up to 28 feet. He indicated the applicant was asking for adjustments in areas that
did not impact the view of the house from any properties except perhaps those that were across
the lake. From there it would look like a 50 to 60-foot setback from the lake. He referred to the
Oblique Aerial View Photograph (Exhibit E-11). He said the proposed house was in keeping with
what was typical in that area. They believed it made more sense to build something that was in
character with the area using minor adjustments to the rear yard and to lot coverage than to put
something in there that was smaller and otherwise not in character with the typical homes found in
that area. He noted the tree with three trunks was located very close to the front setback. There
was no way to build a home on this constrained property without damaging the roots so it had to be
removed. Flipping the garage around would still impact them. The applicant would prefer to
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 3 of 22
maintain trees wherever possible, but there was no alternative plan that would allow them to keep
them.
Questions of applicant
During the questioning period, Ms. Hamilton pointed out Exhibit E-4 showed there were vision
clearance triangles on the sides of the driveways. Mr. Imlay clarified the depth of the window wells
varied to a maximum of three feet. Ms. Hamilton clarified the lot had been platted in 1923; it had
always been a separate lot; and a house had never been built on it. Mr. Hall indicated this was the
exact scenario the RID process had been created to address. They were pre-existing lots that
were much smaller than the R-7.5 zoning contemplated. He pointed out the appellant neighbors
had built almost up to the property line. The applicant proposed a multi-story home with a two-car
garage that would be similar to other homes on Graef Circle shown in the photographs. Many of
those structures, including the adjacent property, were nonconforming to R-7.5 setbacks. He
recalled some opponents claimed that the lot was being overbuilt and that what was proposed was
much larger than what was allowed under the Code or what was already built on the street. He
noted the applicant was proposing footprint and floor areas that were much smaller than what
could be on a 7,500 s.f., R-7.5, lot. He said the bottom line was that either way one approached
determining neighborhood character- whether it was based on the existing built environment or on
the conditions anticipated by the Code - the proposal was consistent with the character of the
neighborhood and it improved upon the house that would be allowed under the zoning standards.
Mr. Needham posed questions related to whether the applicant was asking to be allowed to
encroach into setbacks in order to fit a certain size house they needed or wanted, with a two-car
garage; and, if they would still argue that same size house should be allowed on the lot because of
the nature of the neighborhood if it was an even more substandard lot—1,000 s.f. smaller, for
example. Mr. Hall responded that the applicant proposed a design that complied with three of the
four setback standards (for front and side yards). In this instance the rear yard abutted Lake
Corporation property so the impact of the requested 5-foot reduction did not actually impact a
neighborhood behind the property. If the 4,400 s.f. lot was 1,000 s.f. smaller the question would be
how many of the R-7.5 setback standards could they comply with and have the same building
shape and footprint. It was likely the proposal would have to be modified because the home would
be very shallow and a lot smaller. It would be inconsistent with neighborhood character and also
not particularly marketable.
Mr. Needham explained the burden was on the applicant to show that the proposed development
was equal to or better than a development that would be allowed under the clear and objective
standards of the Code. He indicated that he was not yet persuaded. Mr. Hall explained that if they
complied with the 30' rear setback requirement that would remove approximately 200 s.f. from the
home and the applicant would still be asking for an exemption to the lot coverage requirement. He
reasoned that the Code anticipated a percentage of lot coverage on a certain size lot which was R-
7.5 minimum lot size. The applicant had a significantly smaller lot and was requesting an increase
in lot coverage, not to what would be anticipated in an R-7.5 district, but to what would be
consistent with the neighborhood and was as constrained within the setbacks as possible. He
noted the surrounding houses featured multi-car garages and the street was impacted for parking.
Mr. Needham observed that might be an argument for a smaller house because the last thing one
wanted on a narrow street with no parking was big houses with many cars. Mr. Hall replied they
would want off-street parking. He noted the plan described a `great room', but it was not in addition
to a living room space. He noted the staff report indicated there were 17 residences on Graef
Circle that generated under 200 trips per day. The number of trips would remain under 200 even
with the proposed home. It would not have a significant impact on how the street performed. He
anticipated that even if the house was smaller because it did not have a two-car garage the family
would still have cars and generate a similar amount of trips. He was not aware of any bus stop
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 4 of 22
near Graef Circle. He noted what was proposed was consistent with the character of the
neighborhood, which had other houses with two-car garages.
Mr. Givens noted the intent of the RID process was to allow flexibility when the standards for 7,500
s.f. lots did not work well on smaller infill lots. He advised that if the lot was 1,000 s.f. smaller it
would be a judgment call where to reduce the house, but the Code allowed the City to consider
whether the proposed development was equal to or better than what the clear and objective
standards of the code would allow. RID process called for considering the dwelling size,
relationship to the street, and relationship to neighbors. In this case, the dwelling size was
compatible to or smaller than most of the homes in the neighborhood. The intent was to develop a
cohesive neighborhood that did not have homes considerably out of character in size and value to
existing. He said the application complied with the standard about relationship to the street. In
regard to relationship to neighbors they were asking for an adjustment on the rear of the property
but they met the required setback on the sides where they had abutting neighbors. Having the
lake behind softened the impact the reduction of the rear setback and the increase of lot coverage
would otherwise have. The overall effect of looking at the development would be that it had more
space around it than if the reductions were on a standard sized lot. That made this a special
circumstance. He said the applicant proposed a house plan that was consistent with the character
of the neighborhood and with typical current living standards. Mr. Needham observed the
applicant had seen the neighborhood and bought a lot that was very small. He indicated that there
was latitude under the RID process, but that did not mean the Commission could just approve
anything that the applicant thought was a nice house to build. Mr. Givens clarified they were
saying there were unique characteristics of this property that would allow the Commission to find
the development was consistent with or superior to what one would typically find in an R-7.5 zoned
neighborhood of 7,500 s.f. lots. There was more land (the lake) behind it, so it had a totally
different impact. He stressed this was a unique circumstance, which was what the RID process
was for.
Proponents / Neither for nor Against
None.
Opponents
Dan Johnson, 7720 SW Macadam Ave. #10, Portland, Oregon, 97219, owner of 16621 Graef
Circle had submitted Exhibit G-208. He related that he and Elizabeth Bounds had purchased the
adjacent 1937 cottage to renovate for their home. He indicated that his argument was that staff
might not have had complete information at the time of staff approval because the September 16
application did not have a lot of information. He discussed some of the staff responses, as follows:
There was a staff response that the proposed dwelling would not block windows on the Johnson
dwelling to the north any more than a dwelling that met the rear setback of 30 feet. Another staff
response was that Exhibit E-4 showed that the westernmost edge of the proposed dwelling was
two feet beyond the edge of the Johnson dwelling, therefore, lake views from the rear of the
Johnson dwelling would not be affected. Mr. Johnson indicated they were talking about his living
room, where he had a big picture window which had been there since 1937. He had submitted
pictures to show the Commission the true impact (see Exhibit G-208). The photographs were
taken from inside his home through the window, showing them holding a plastic sheet at points that
were the 25-foot and 30-foot setback marks. He pointed out that from deep in the living room there
would be no view and three windows on the side of his house would be blocked by the proposed
house. He related that when they purchased their property they realized there would be a 30'
setback and decided that was reasonable because they would have a small view. However, a 25'
setback would block too much of the view. He asked the Commission to require the 30' setback.
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 5 of 22
The applicant could still have a marketable house and a building that fit the neighborhood if they
reduced the floor plan by five feet; and, he would have a view.
Mr. Johnson noted staff reported that removal of the trees in front would not have a significant
impact on the protection of adjacent trees or existing windbreaks because the trees were
separated far enough from other trees that they did not provide a windbreak. He related that he
had once considered removing an old white oak on his property that was contiguous with others in
the neighborhood, but had decided not to after the City required a study related to the tree's
significance and which showed that removal would not impact the rest of the grove. He held that
the applicant should be required to provide such a study so the real impacts of their tree removal
were known. He anticipated that the applicant could build a house that was 300 s.f. smaller. The
builder could alter the floor plan to something that would sell..
He concluded by saying that the proposal did not meet the standards.
Questions
During the questioning period, it was clarified that Mr. Johnson's house was on adjacent property
to the north of the applicant's property. His picture window would look right at the side of the
proposed house. Mr. Johnson related they had been granted an exception when they rebuilt their
garage. They had been required to enhance its façade by adding windows that served no purpose
and no one would ever see, but they did it to meet the standard that it was something better than
what could normally have been built there. They wanted the applicant to follow the same
standards. He clarified they had owned their property since April or May. When asked if he could
have purchased the subject lot as well, he explained there was a sale pending at the time.
Mary Shilling. 4144 South Shore. (TL 8400) stated that she and her husband lived in the
designated historical McCall House on Graef Circle. Graef Circle had been developed between
1925 through 1940 as vacation cottages for Portlanders. A few more houses were added in the
1950s. Her house was two stories with a little less than 1,200 s.f. She indicated the character of
the neighborhood was generally older homes, lots of trees, and views of West Bay and Oswego
Lake. The exception was one house that had replaced a house about seven years ago. It was not
dissimilar to the proposed house. It had a kind of jarring quality because it was so out of character
with the rest of the houses. She indicated Graef Circle probably did not merit historical designation
beyond her house, but the City had gone to great effort to recognize the historical significance of
some neighborhoods. She asked the Commission to consider the specific, unique, cottage culture
of Graef Circle when they made the decision.
Bruce Henderson, 4212 South Shore Blvd., clarified he lived two lots away from the site. He
opined that the intent of the people who developed the cottage in the 1940s and utilized both lots
would have been to keep the lots together. He related that the Johnsons had purchased the
original cottage. Their house existed two feet from the common property line with the subject site.
The boathouse was on the subject site, was a very small lot. He said he did not believe when the
City developed the infill code they were thinking "shoehorn." The problem was simply that the
applicant proposed to jam too large of a footprint into too small of an infill lot. He suggested they
would not need to ask for any exceptions if it had a smaller, more cottage-like, footprint. He said
the three trees proposed for removal were part of a contiguous, mature, canopy. Mr. Johnson had
to meet very strict criteria on how to deal with the Oregon Oaks on his property. Mr. Henderson
had them on his property as well. Staff had talked about them when he talked to them about
possibly developing a grandmother's cottage. He advised that there was no reason for the
applicant's trees to be removed if they designed and developed a smaller footprint. He indicated
he understood this was not going to be an owner occupied home but a spec home to be marketed.
That was why the applicant wanted as much square footage as possible. It affected the wooded
nature of the canopy, the neighbors' solar access and view, and aesthetics. He indicated he did
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 6 of 22
not agree that the shoehorned-in footprint improved the character or scale of the neighborhood.
He noted it was adjacent to a cottage and there were other cottages on the street. There were
other homes on the street that had no garages or one garage. He concluded that the fact that a
standard allowed a maximum of a certain square footage did not necessarily mean it would fit on
this property. He predicted that the Commission would not hear any resident of the neighborhood
support the application.
Questions
During the questioning period, Mr. Henderson related his profession was environmental
design/build, restoring streams, rivers, and wetlands. He lived at 4212 South Shore Boulevard,
where he had three lots with a combined area of about 30,000 s.f. Each lot was in the 5,000 to
7,500 s.f. range. His residence was the original footprint. When they developed their home 15
years ago they only took one limb off their oak trees.
Rebuttal
Mr. Hall addressed issues raised by opponents. Mr. Johnson had indicated the City did not have
sufficient information to make a decision. Mr. Hall noted state law required the City to make a
completeness review and staff had done that; and, the applicant was present at the hearing to
provide any information the Commission requested or needed. He addressed the three categories
of RID criteria, saying that structure size was the one that was applicable here. Relationship to
street was not applicable because they were not asking for any exceptions to any of the street
relation criteria. Relationship to neighbors was not applicable because they were not requesting
exceptions to the side yard setback or the side wall elevation.
Mr. Needham observed that they were asking for exceptions to the rear setback, which had a
direct impact on the adjacent neighbor's property. Mr. Hall responded they were asking for an
exception to the rear yard setback which fell under structure size and was about distance and
visibility from street and adjoining properties. Mr. Needham noted they had seen pictures taken
from the adjoining property. Mr. Hall clarified that they were evaluating whether or not the proposal
created a positive relationship between the size of the proposed dwelling and the character of the
neighborhood and whether the proposed design offered features that diminished the perceived
scale and size. Mr. Needham indicated that he had not heard a lot that night about how the design
made the size of the structure more compatible with, for example, the cottage design of the
adjacent property. He had not been presented with things like elevations or architectural tools. Mr.
Hall recalled they had heard about an alleged cottage community. He asked the Commissioners to
look at the pictures of all the homes on Graef Circle and consider whether they were all cottages.
He noted the proposed home was two stories at the street like other homes in the neighborhood. It
was 2,200 s.f., but it had a daylight basement which was invisible from the street. It was not a
large home or something that would tower over the existing built character of the neighborhood.
They were proposing something very consistent with the homes that were being called `cottages.'
Vice Chair Creighton asked how many of the photographs showed single-car garages and how
many showed two-car garages. The photographs he saw indicated to him that probably 20% of
them showed no garage or a single car garage. Mr. Hall indicated he did not know. He asked the
Commission to keep the record open for at least seven days so the applicant had additional time to
respond to the evidence brought forward by opponents of the project.
Mr. Hall recalled that Mr. Johnson's main issue was that a portion of the new home would block his
view looking south to a finger of the lake from a vantage point in the living room. Mr. Hall
questioned whether that was associated with the criteria. He noted the staff report talked about the
design features that had been used to make the house visibly appealing and not monolithic as far
as breaking up the side of the home with windows and different siding and shingle treatments for
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 7 of 22
the top and bottom stories. However, when it came to where the back of the residence was going
to be located there was really only so much the applicant could do because a wall was going to be
a wall. At some point there would be an impact to Mr. Johnson's view looking south. The
applicant proposed that point be consistent with the setback from Oswego Lake and consistent
with what their design professionals told them was needed to have the reasonable and likely
expected rooms in a home. It was not a home that was inconsistent with the built pattern of the
neighborhood. They thought it was more consistent with those homes as proposed than without a
garage or with a one-car garage, or without some other room, such as a dining room.
Mr. Hall asked the Commission to consider where Mr. Johnson's photographs were taken from.
They were pictures of a window that was two feet away from the property line because his property
was a nonconforming property. He said the subject lot was a lot of record and the applicant had
the right to build on it. They were complying with the side yard setbacks. He held the view from
Mr. Johnson's property was not approval criteria. The intent of RID was to address issues of
nonconformity. The applicant had done that by making the proposed design consistent with the
side yard setbacks and not putting it any closer to the already nonconforming adjacent structure.
Mr. Hall said he would not debate whether or not the neighborhood was cottages. He held the
proposal was consistent with the neighborhood. He recalled Mr. Henderson had mentioned the
site was a small lot. He noted staff reported that the vast majority of lots on Graef Circle were
nonconforming lots. Staff had also reported that there were no adjacent trees, so wind shear was
not a factor. He addressed tree removal criteria and stated that there was really no place to site
the house without taking out the tree.
Chair Richards asked staff if the Code set a maximum variance for the rear setback. Ms. Hamilton
advised the RID process did not. He recalled the applicant had requested a continuance. Vice
Chair Creighton asked the applicant to provide an exhibit showing how the roofline as well as the
footprint at the corner would relate to the picture window, roofline and footprint of the dwelling to
the north. Mr. Poulson asked for a staff-validated exhibit accurately demonstrating what the view
from Mr. Johnson's picture window would look like. It was a significant issue because Mr.
Johnson's photographs made it appear that a 25' rear setback would completely block that picture
window, and a 30' setback would let them have some view. Mr. Needham indicated he believed
Mr. Johnson's testimony was sufficient to establish that. He commented that it was no surprise
that anyone with a view of the lake would not want it blocked. Vice Chair Creighton asked staff
how a neighborhood with such a high degree of nonconformance could be zoned R-7.5. Ms.
Hamilton advised it had been platted and developed before there were zoning codes.
Mr. Needham moved to continue LU 13-0040 to 7:00 D.M. on February 3, 2014 and keep the
record open for written testimony only. Additional written testimony was to be submitted by 5:00
p.m. January 22, 2104; and written rebuttal was to be submitted by 5:00 p.m. January 27, 2014.
Mr. Poulson seconded the motion and it passed 5:0. The Commission recessed for five minutes
and then reconvened for the next hearing.
* * * * *
LU 13-0025: An appeal of the staff decision to approve the applicant's request for exceptions to the
R-7.5 zone requirements, listed below, through the Residential Infill Design Review (RID) process.
The applicant is requesting the following exceptions in order to construct additions to the existing
single-family dwelling and to raise the roof of the existing detached carport:
• Reduce the side yard setback for the detached carport from 10 feet to zero;
• Reduce the rear yard setback for the dwelling from 30 feet to 9'-9";
• Reduce the Oswego Lake setback for the dwelling from 25 feet to 9'-9";
• Reduce the combined 15-foot side yard setback for the dwelling to 11'-10"; and,
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 8 of 22
• Increase the maximum lot coverage from 25% to 47.8%.
The site is located at: 1227 Lake Front Road (Tax Lot 400 of Tax Map 2 1 E 10CA). The staff
coordinator is Jessica Numanoglu, Senior Planner.
Mr. Pishvaie reported the applicant had requested a continuance. Vice Chair Creighton moved to
continue LU 13-0025 to February 19, 2014. Ms. Johnson seconded the motion and it passed 5:0.
* * * * *
LU 13-0042: The applicant is requesting approval of a Modification to DR 8-75 and DR 33-76 for
an exterior remodel of all the buildings on the site. This is a reopened public hearing to review a
substantially revised application submitted by the applicant. The site is located at: 215 Oswego
Summit (including Buildings 1-25), Tax Lot 90000 of Tax Map 1S 1E 32CD.
Chair Richards opened the public hearing. Mr. Boone outlined the applicable criteria and
procedure. Ms. Johnson (retired housing manager), Mr. Poulson (civil engineer), Vice Chair
Creighton (licensed architect) and Chair Richards (landscape architect/certified arborist) each
reported her/his occupation/employment and a site visit. Mr. Needham (retired lawyer) related that
he had not been present at the previous hearing. No one present challenged any Commissioner's
right to hear the application.
Staff Report
Ms. Numanoglu explained that the hearing had been reopened because after the Commission
tentatively voted to deny the application on November 18, 2013, the applicant had submitted a
revised design. The site consisted of 25 condominium buildings in Mountain Park which had been
built in the 1970s. They were different styles, categorized as Types 1, 2A, 2B, and 3. Type 1 was
a rectangular shaped building with projecting balconies. The other types were cascading buildings.
All of the buildings were four-story buildings and they were all tied together by the same siding,
windows and roof materials. She recalled the previous denial focused on two design criteria that
called for the proposed design to be complementary to buildings in the vicinity with good design;
and that features such as deck railings were to be complementary to the building they were on. At
the previous hearing, the Commission had voted to tentatively deny the application because what
was proposed would significantly reduce the design diversity of the neighborhood and detract from
the overall visual universe. They had found the remodel should better preserve the uniqueness of
the existing design in order to be complementary to adjacent structures.
Staff reported that the applicant had submitted a revised design that included a preferred
alternative and other options. They still proposed to replace the existing cedar shingles with Hardi
plank horizontal lap siding, but they added some Hardi plank shingle accents. Their preferred
roofing option was Certainteed Presidential Series composition shingles in Aged Bark color. She
noted this was a thicker grade shingle than what they had previously proposed. They now
proposed to use light taupe color vinyl windows. They proposed to replace all deck railings,
including those on the cascading buildings, with a tinted glass metal railing system.
She pointed out they had provided samples of the proposed materials and colors. They had
removed the red barn color from the color palette so that it was now more of a neutral, muted-tone,
color palette. The applicant no longer proposed to remove any windows. They had provided
comparison pictures of the existing buildings and the buildings with the proposed preferred option
materials. They still proposed to remove the roofed deck railings on the cascading building type
and replace them with glass railings. The material options included Monaco roof tiles that
mimicked a terra cotta tile roof; metal railings; and maintaining the existing roof railings.
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 9 of 22
Ms. Numanoglu reported that staff found that the preferred option (Certainteed composition
roofing, with glass railings on all building types and removal of the roofed deck railings) did not
retain the uniqueness of the existing design. They found the roof railing was an integral part of the
design of cascading building type. What the applicant proposed would result in an odd assortment
of roofing strips on the facade. They found the Monaco roof shingles more closely resembled the
exiting concrete tile roofs and would better retain the existing design character of the roof. Staff
recommended conditions of approval that required the applicant to use the Monaco roof shingles
and retain existing deck railings, with modifications to allow proper drainage. They would require
metal railing on Type 1 buildings because the proposed glass railings would give them a more
institutional feel. The recommended conditions were listed in the January 31, 2014 Staff
Memorandum.
Questions of staff
During the questioning period, Ms. Numanoglu pointed out there was a rendering showing how a
cascading building would look with tinted glass railings and with the roof railing system removed.
She clarified that staff recommended that the Hardi plank shingle accents be one or two shades
lighter than the applicant proposed so there was more contrast between the body and accent
colors. She confirmed staff recommended using the Monaco roofing material on all buildings. She
clarified all the buildings currently had tile roofs that were the same material, but some looked more
orange than red. She confirmed that Building Type 1 had flat areas. She explained that staff had
no comment on the engineering study (Exhibit 59) because the criteria were about design.
Structural integrity would be reviewed during the building permitting stage.
Applicant
Eric Hoff, proiect architect, discussed the roof, decks and colors. He testified that sometime during
original construction, for unknown reasons, the roof had been changed from a standing seam
metal roof to a concrete tile roof; and, the decks, which were supposed to be plywood decks with
waterproofing membrane on them, had been changed to decks with concrete overlay. The
applicant's engineering reports showed the weight of the concrete put the structures at their load
limits and in distress. As an architect, Mr. Hoff was concerned about putting concrete materials
back on the building and advised they needed to use a different product that the structures were
capable of supporting. For that reason the applicant proposed composition roofing. He explained
the original terra cotta color roof had been painted red in the late 1990s and the paint was coming
off. He advised that in order to put tile back on the roof the entire structure would have to be
redone to accommodate it and they would also be have to address the seismic issue. When
asked, he clarified the engineer was not present. He clarified that the applicant proposed
architectural composition style roofing and Monaco tile was the option. He said they could custom
blend the oranges and reds of the composition material to achieve a color that was more
complementary to the original colors on the roof. He related the Mountain Park Homeowners
Association had composition architectural shingles on its approved materials list. However, there
was an issue because the Association-prescribed weight for roofing was heavier. He indicated that
the Association might be associating weight with longevity, but what the applicant proposed was a
50-year product without the weight and with a texture that matched the existing roof. It would not
be red, because red was not approved by Mountain Park He showed photographs of the existing
roof colors, and pointed out where orange color had worn to gray. He noted the existing materials
made the complex look like two projects and the proposed change would give it a more coherent
look, with a common color scheme and textures throughout the project.
Mr. Hoff advised that his client had spent years attempting to remedy the problem that the bathtub-
design decks with small drains in them caused leakage into units below. He observed that the
Association assumed unit owners knew how to maintain them. He indicated they would change
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 10 of 22
how the decks drained so they no longer drained through the walls. He said instead of smoked
glass they would defer to staff and use the metal railings that had been recommended for the Type
1 buildings on Type 2 buildings as well. That would allow them to install a new coating system for
decks so they could drain the decks to the exterior face and put in proper flashings, while still
emulating the sloping design. He advised that if they were required to reroof the original design
they would need to create an uneven deck surface to get water to a drain. He indicated that he
thought they could keep the existing look and use metal railings to create a visual connection
between types of buildings. They would relate better to each other and to the neighborhood, which
also featured metal and glass railing systems. He indicated the applicant would agree to the staff
recommendation to have the accent shingles two tones lighter than the darker body color of the
Hardie lap siding because they wanted that kind of contrast. He held the combination of all of the
colors and products, including the windows and metal railings, still maintained the integrity of the
slope on Type 2 buildings and they would look better.
Questions of the Applicant
Vice Chair Creighton noted what Mr. Hoff had presented was pretty much their preferred option.
He asked if they had anything to present that showed the other options or the staff's
recommendation. Mr. Hoff clarified they did not have another option to present. They agreed with
the staff recommendation regarding colors. They agreed with the staff recommendation to have
metal railings on Type 1 buildings and carry it over to Type 2 buildings. They could deal with Type
2 buildings with the railings on them left in place, but it would present design challenges and they
felt there was a better option. Mr. Hoff clarified that Type 2 building decks were all over heated
space; only the railing structures were cantilevered; the scupper was right at the transition to
heated space; existing decks were concrete on plywood; the decks drained toward the center of
the railing wall; and the applicant proposed to remove the concrete and apply membrane.
Vice Chair Creighton referred to the diagram showing the cricketing system. He asked if the
applicant would be comfortable that the cricketing system was adequate and would deal with water
better than before if the Commission chose to keep the railing wall parapet system. Mr. Hoff
related that as a forensic architect he was aware that was a system there had been costly litigation
over. It was prone to failure more times than not because it was an attempt to direct water to a
specific location and through it. Everything had to function perfectly all the time. Cricketing was a
hard system to make work all the time. At this facility there had been multiple, unsuccessful
attempts to make the system function over 30 years.
Vice Chair Creighton referred to the applicant's testimony that the originally planned metal roof
somehow got replaced with concrete tile. He commented that using concrete on the roofs and
decks created a significant increase in weight and it was no wonder they were having problems.
Mr. Hoff advised they had a lot of deflection issues going on because of overloading the structure
and it was not allowing water to flow where it should. Vice Chair Creighton inquired what
membrane the applicant would use if the Commission agreed they could remove the parapet wall
and go with an open railing system. Mr. Hoff indicated that would depend on how it looked. They
had looked at a Trimco Life Deck product. He confirmed that would allow them to create a mono-
slope pitch to the outside. There would be a short wall left in the middle. Some decks were offset
to one side. There would be a small cricket at those points just to keep water from pooling against
it. However, they would not end up with the wall all the way back cricketed out. He confirmed that
for the most part the slope of the deck would be uniform from the sliding glass door to the outside
edge of the deck. From there would be a gutter system to take the water over to the storm drain
system.
Mr. Hoff talked about the color palette. The applicant was looking at an orange-brown color they
thought was closest to the existing color. They could have it custom mixed. He explained they
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 11 of 22
would have to talk to Mountain Park about using Monaco tile. The issue was its weight. Mountain
Park wanted certain poundage per square foot and Monaco (at 285) weighed less than other
material on their approved list, which were 355. He thought they equated weight with longevity.
He clarified the Presidential material was about 430. He agreed with Chair Richards that the key
difference was the appearance of a flat roof versus one that had more of a wave to it and appeared
more like tile. Mr. Needham related that he had owned a house with a metal roof that was terra
cotta metal panels and it was light weight. Mr. Hoff agreed it was a product that looked like tile, but
it was extremely costly and there was controversy in the industry about it due to issues related to
bending it while walking on it and that the coating broke down and left pin holes.
Mr. Hoff clarified that he would have to look at the engineering report to find the weight of the
existing concrete tile. He agreed it could average 1,000 lbs. per square and was considerably
heavy. The current issue was they were at dead load on the roof and imposing more load,
perhaps a snow load, would exceed capacity. The structural posts as well as the roof structure
were of concern. Structural crushing and differential settling was happening. Vice Chair Creighton
noted the materials they were talking about that night weighed in the neighborhood of 300 to 400
pounds, and because building departments allowed two to three roofs to be installed over each
other, they could conceivably get back up to the existing 900 pound weight over time.
Mr. Poulson referred to the structural report. He and Mr. Hoff discussed whether calculation rates
for bending stresses used for the wood might have changed since the structures were built. Mr.
Poulson suggested the quality of the wood that had been used when they were built might mean
bending stresses might be higher. However, he recalled the report measured bending stresses by
current wood standards. He asked if there was empirical evidence of crushing or other structural
problems that might indicate there was a human health and safety issue. Mr. Hoff related that he
had asked the applicant's engineer if they had a problem based on the numbers when it was built
versus today's numbers. The engineer had confirmed that and that it was based on the numbers
used then. Mr. Hoff reported there was observable distress going on the site. He said there was
nothing recorded that showed anyone checked the building before they put the tile on it. He
related the structural analysis found there was a seismic issue now, and as soon as they started
doing something on the roof they had to bring it up to today's code. He said they found problems
related to aspects such as differential settling and cracking. The main issue was that the roof was
leaking like a sieve. It was not put together correctly; it had bad flashing; a lot of things were wrong
with it and needed correcting; the tile was not available; and, it had been painted. If they started
taking it apart they would need to figure out how to put it back together without making it a
nightmare to look at. His experience told him that could not be done successfully. He stressed
that the Association needed to use some other material because they were spending a lot of
money.
Mr. Poulson recalled there had been testimony that there was no compelling reason to take the
existing cedar siding off. Mr. Hoff advised that it had basically reached the end of its useful life. It
had not been maintained well since it was installed. A lot of the siding had deteriorated to the point
it could not be recovered. In some places the paneling was delaminating. Coatings would not stay
on it and even preparing it for coatings did additional damage to it. Vice Chair Creighton observed
a number of unit owners raised the issue of the weight of the heavy lap siding versus the weight of
the concrete tile roof. He asked Mr. Hoff to discuss the relative ability of a wall to support weight
like that versus horizontal elements such as a roof structure with 900 pounds per square load. Mr.
Hoff offered a detailed explanation of why a vertical wall load had a far greater load-carrying
capability than a horizontal member with load put on it over a long span. Chair Richards asked if
the applicant contended that all of the cedar siding had perished and needed to be replaced. Mr.
Hoff clarified not 100% of it because some of it might be salvageable, but the resulting design
would have a piecemeal look. He stressed that now was the time to address all of the issues the
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 12 of 22
buildings had. There were leaks and deficiencies over just about every square inch of them. The
result of patching them all and putting so many dissimilar materials next to each other was that the
buildings would end up looking like they had the measles. He said the Hardie material was simpler
to maintain than cedar wood; it did not have the absorption characteristics that cedar did; it would
take paint and coating and they would last longer than on cedar; and cedar needed to be sealed
and maintained.
Mr. Needham related that he had read all of the letters. There seemed to be a lot of arguments
against what the applicant was proposing, which was to tear it down and start fresh. He
commented that from a forensic perspective he understood that was the simplest, most guaranteed
solution, particularly in a wet environment. Mr. Hoff related that his experience was that he had
seen more cedar buildings in distress than buildings with any other type of siding system. If they
were not built and maintained correctly they failed. Mr. Needham observed that if the proposed
project was not done correctly there would still be water intrusion issues. Mr. Hoff indicated that he
was there to see that it got done right.
Proponents
Gisela Moll, 3 Owego Summit, supported the proposal, but asked for railings that would give her
more privacy from the street than clear glass railings. She noted that metal railings might work well
on Type 1 buildings because they had trees in front of them and were sitting higher off the street,
but it did not work well for street-facing buildings in Building 2 because the street was so close and
the sidewalk was higher. She added that not everyone had nice outdoor furniture and they could
not force them to. She said she liked the privacy she had with the closed roofs or could have with
tempered glass railing people could not look through. She wholeheartedly supported renovation to
protect the property; because piecemeal work in past years had never worked out; and because
her existing windows needed to be replaced.
Questions
During the questioning period, Ms. Moll confirmed that smoked glass railings would be better than
clear glass railings. It would depend on how well people could see through it. She liked the
modern look. She understood the scuppers had not been working well and she knew the architect
was trying to take the water off their patios.
Arthur Curtis, 143 Oswego Summit, related that he had just purchased his condo. He indicated he
favored the proposed comprehensive approach to renovations in order to avoid piecemeal repairs.
Ernie Hebert, 4 Oswego Summit, related he had lived there for many years. He recalled ten years
ago the Association had removed and replaced bad shakes and pressure washed and resealed
the rest. Now they still had leaks and problems, including his unit. He supported taking a holistic
approach. He indicated he liked dark, smoked glass, railings for privacy reasons; because they
looked less institutional than metal railings.
Questions
Mr. Hebert was asked what the winter of 1996 was like at Oswego Summit. He recalled when they
shoveled snow off the deck they had to ensure it did not fall on a deck below. They had to be sure
to keep the scuppers clear so they did not freeze and then leak into the unit below.
Janet Feldman, 211 Oswego Summit, said the complex needed a holistic fix because a piecemeal
approach was not going to work. She related the cedar shingles looked terrible. They were curling
up and falling off. She said she did not like the Hardieplank material, but it would be easier to
maintain and better for the overall health of the buildings in the long term. She indicated concern
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 13 of 22
about form over function would lead to things falling apart. She said the Hardieplank looked pretty
good and people wanted to live in a dry, safe unit. The complex would look a lot better when they
had siding that was easily maintained. She noted people complained about the cost of the
proposal and some were in financial difficulty. However, she anticipated things would get worse if
they did not fix the problem now and have something they could maintain.
Loraine McConnell, Building 25, said she had a view and did not need air conditioning in
summertime because she had metal railings. She would prefer metal railings to glass railings,
which would block her breeze enough that she needed an air conditioner. She acknowledged that
other owners might want different railings for privacy. She supported the proposal because she
agreed they needed to take a holistic approach and the approach that was proposed was a sound
one.
Karen Risch, 103 Oswego Summit, said she had lived there for ten years. Her ceiling had fallen in
when the deck above her flooded. The north wall of her unit was separating from the ceiling so
there was about a quarter inch gap now that was not there last year. She suspected that was due
to the concrete load on the deck above her. She was concerned about the delay the procedure
had caused them. She was very concerned about the condition of her building because she heard
loud cracks. State Farm Insurance had dropped her after the sewer backed up in her unit and the
Association would not take care of that cost. The next insurer had just notified her that they were
not going to reinsure unless she could show them pictures of the new siding and the roof. She had
explained to them she had no control over the condition. She was concerned about the delay in
getting a development permit because meanwhile she would not be able to get insurance
coverage. She was concerned about the idea that they had to have visual continuity and that
people wanted to keep the old deck style; that was a mistake. She asked the Commission to let
them put glass railings in and pitch it the way they wanted to because the existing drainage system
just did not work and had caused all kinds of problems for lots of people there. She said cedar
siding had to be recoated every 2.5 years and they had not done that. In addition, it was
prohibitively expensive. She said those who favored hanging onto it had not really looked at the
cost. She did not want to pay for cedar siding that was expensive and difficult to maintain. She
said the proposed plan was fabulous, and engineers had researched the buildings and really
thought this out. She asked the Commission to let the project get started. She related that so far
she had been paid three months of assessments for a project that was supposed to have been
started in June of last year. She reported she had been trying to sell her place; she had lost three
sales when the purchasers found out about the special assessments.
Questions
During the questioning period, Ms. Riche clarified her unit was in Phase 1, Building 15, which staff
referred to as a Type 2 building. It had a sloped roof. She related there was mold in the walls.
Sandra Ferguson, 139 Oswego Summit, indicated that she lived in one of the sloped-roof style
buildings. She had served on the board for ten years (1995 to 2005) and served as president for
five of those years. She said she was one of the 71% of owners who were in favor of the project.
They had conducted a straw vote. Of the 214 residents 173 had voted. 105 of them were in favor
and 68 against. She related that during the time she served on the board the Association had
spent $2 million on targeted repairs. The warranty on the rectangular buildings had been allowed
to lapse in 2010. They had spent roughly $870,000 just to stabilize the cascading buildings. At the
time (around 2008) they had been told they had three to five years. By 2013 nothing had been
done to stabilize them. At this point they had a roof that had been much of the problem from the
day the project was built. They had cedar shingles that with the best of intensions had not been
maintained over the past five years. They had spent $2 million on targeted repairs, and they were
looking at shingles that were failing. She related that she had bought into the complex because
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 14 of 22
she loved the shingles. She had fought to keep them from being painted and from being tinted.
When they were first told they would lose the shingles, she had networked with historical
preservationists and had a contractor look at the property. His response was that it would be
prohibitively expensive to replace the shingles. She recalled the discussion of bending stresses.
The contractor had explained to her that the old growth shingles on the cascading side had been
cut in 1970, so they were thicker than shingles would be cut in 2014. To try to replace damaged
shingles they would essentially be trying to replace shingles cut in 1970 with those cut in 2014,
which were different. It would just be too expensive to try and save them.
Mr. Poulson clarified that when they talked about bending stress they were referring to actual
structural wood members of the frame itself. Bending stress was likely better when the complex
was built because they used older trees. Ms. Ferguson noted they had different shingles then.
She said that as much as she hated to say it she did not believe they could salvage the shingles.
Ms. Ferguson talked about deck railings. She explained that the four rectangular buildings all
faced outward. Most of them were at an elevation that meant that had a view outward and houses
were either farther away or lower. The 21 cascading buildings faced inward, so a covered deck
provided her with privacy from her neighbors. .
Questions
Mr. Needham asked if they had a problem with aspects such as people living there part time and
not maintaining the scuppers. She responded that the community pretty well took care of what
they could take care of, but they could not take care of problems when they did not know there was
a problem. While she served on the board they had initiated a maintenance schedule and the
board tried to maintain the scuppers and drains because residents either did not know they were
responsible for the scuppers, or they could not do it. She suggested elevating the horizontal
members of the solid deck so there were two to three inches that the water could run through. She
said they were looking at a maintenance schedule that provided for cleaning of drains three to four
times a year. She said if they allowed water to run out under a solid horizontal wall for privacy and
to keep the architecture tied together, then they could also follow the maintenance schedule and
keep those drains clean. Then they should be okay.
Ms. Johnson asked what type of roof Ms. Ferguson preferred. She replied that she preferred the
shingled roof and had always thought the tile looked "like Santa Barbara had run smack into
Seattle." She said the tile roof had been painted on her watch. At the time they painted it they had
looked at the original tile and matched the original color as closely as they could. They had not
known at that time that painting them was not a good idea and they could not find roof tiles. Their
contactor had recommended that as one way to stabilize (not to salvage) it. Ms. Johnson asked
Ms. Ferguson which roof style she preferred: brown, flat shingles, or the more rippled Monaco tile.
Ms. Ferguson envisioned that the Hardi plank horizontal members would be fairly flat and that they
would not have the same light absorption quality and depth as the existing cedar shingles. The
solid horizontal deck railings that might be removed were part of the original architecture and tied it
all together. One would see varied lengths of diagonals. She said she would like to see more
texture on the roof because they would have less texture on the horizontals; and, she really would
like to find a way to tie the diagonals together, especially on the cascading side, because that was
a feature of the original architecture. She pointed out where the diagonals she was referring to
were and noted they would not present with any degree of coherency. She was concerned about
having deck items visible, such as old lawn furniture and dead plants. She related that noise would
be an issue for units 1-4; privacy would become an issue for the six units that looked at one
another; and maintaining the architectural integrity of the structures was an issue for everyone.
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 15 of 22
Neither for nor Against
Jan Campbell, Acting Chairperson, Mountain Park Homeowners Association Architectural
Committee, clarified that she did not live in Oswego Summit. She advised that the Committee met
monthly and this would probably not be presented to them before their February meeting. The
applicant would need to submit new applications for everything they were doing, including roofs,
colors, windows, and decks.
Vice Chair Creighton asked if any roofing material the applicant had presented that night was an
approved product. She replied that Presidential in charcoal was approved, and they had approved
colors. She recalled the black was the gutters, doors, and garage doors. She commented that she
thought if they put black next to the orange roof it would look like Halloween. Ms. Campbell
confirmed for Mr. Needham that even if the Commission approved colors and materials, the
Mountain Park Architectural Committee could still say no. She clarified that the Committee had
already approved some things, but the applicant would need to apply again to have the changes
they proposed approved. She clarified that a lot of things, such as roofing materials, were
preapproved so the applicant would not have to wait for the committee to meet to approve them;
however, the staff-recommended roof material was not an approved material. Ms. Mari Moore
said they had an approval for all of the proposed colors except for the lighter one that staff
recommended for the Hardie shake.
Martha Dougherty, 70 Oswego Summit (97034), said she had lived in Oswego Summit since 1977
when it was apartments. There was a large minority who did not agree with the proposal. Her
concerns were appearance, workmanship and quality of materials. If the Commission approved
the design she asked that they include all of the staff recommendations related to the new design
and the last design. Those included replacing all existing windows in the same shape and size
they were now, and keeping the current privacy decks with the revisions for the needed drainage.
She said the glass railings would take away part of the roof and some of their privacy. She said
the surface they were going to put on the decks was apparently a type where one had to be careful
not to dig into it. That would be an issue when they shoveled snow, for example. She said
windows had been the responsibility of homeowners. She liked the idea of using Monaco roof
shingles, which were intended to look like European roofs. She thought the roofs needed to show
some dimension. She asked for assurance that the other structures, including carports, garages
and trash buildings on the property be complementary to the 25 buildings. She said she was really
concerned about workmanship and quality of materials. She had been through all of the repairs
and could tell them where every leak in her building came from. She reported she had been leak
free for a few years until there was a problem with the drainage system. She thought that was
because it was too small for the buildings.
Opponents
Claudv Lynch, 66 Oswego Summit (97034) and also owner of Unit 67, asked if the Commissioners
had read opponents' letters. Chair Richards confirmed that. She asked the Commission to deny
the application. She indicated she wanted to see a new proposal that preserved the intent and
nature of the existing structure and preserved the siding and roofing as it was originally intended in
the design. She read aloud most of her written testimony Exhibit G-289 in which she contended
that the revised application did not respect the spirit or the letter of the Commission's previous
motion to deny; and, the plans did not meet the "substantially revised" criterion. She said the
applicant had only presented substantially revised reasons for doing the remodel, blaming
maintenance and diagnosis failures of the past and weight overload of the concrete decks and
tiles. She indicated that she concurred with most of the staff recommendations in the January 3
staff report because they were consistent with the previous motion to deny. She held that was the
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 16 of 22
core issue and that was what should be addressed no matter what arguments were being made
about how difficult it was to repair the problems.
Ms. Lynch clarified that she did not concur with the staff recommendation that the cedar siding
could be removed and replaced with Hardi plank shingle-like inserts. She indicated it was an
inferior concrete fiber product. She held the case for the need to remove the cedar shingle siding,
in terms of both economics and design, still needed to be made by the applicant. A number of
experts did not agree with the applicant's assessment of the siding and roofs and their allegation
that overload problems from the concrete tile roofs were the source of leaks at the complex. She
indicated that engineering calculations were available that indicated the existing concrete tiles were
within the safe zone of stress. She described the Hayden engineering study as not more than a
narrative, sketchy, and anecdotal. It confused the contribution of the weight of the deck with leak
problems. She indicated she had been told by structural engineers with expertise in roof design
that if a condition of overload existed the foundations of the buildings would show cracks and
strains; the deflections of the building structure would be very visible; and there would be larger
numbers of tiles on the ground. She pointed out she had submitted correspondence she had with
Dan Cornwell, President of CC&L Roofing Company of Portland and a member of the Tile Roofing
Institute Technical Committee. His conclusion was if they had hung there for 38 years then it was
not the roofing tiles that were causing problems. If there were strains and stresses the foundations
would show it. She noted the Association had confirmed the foundations were okay. She reported
the Association had told them at the last homeowners' meeting they did not have the engineering
computations they had based their decision on that showed there was too much weight.
Ms. Lynch concluded that the applicant had failed to meet design standards criteria, and the
Commission should deny the application once again on the basis that it was still incomplete and its
proposed solutions were still unsubstantiated. She also reported there were a growing number of
lawsuits over Hardiplank due to defects.
Lloyd Kostow, 179 Oswego Summit, had submitted Exhibit G-291. He testified that he had lived in
Oswego Summit since it was new. He had been attracted to it by its cedar siding and red tile roofs.
He agreed with Ms. Lynch's testimony. He pointed out an additional issue that there was a
substantial difference between Phase 1 (the older part) that they had spent all their time talking
about, and Phase 2, where he lived. He said there was really not much wrong with his building.
He suggested some maintenance could take care of the problems in Phase 2. The issue for
Phase 2 owners was they were not getting much for a huge assessment. They were basically
paying to support Phase 1. He said he did not know what the solution was. He noted there was
going to be an election of board members the following month. He said it was fair and reasonable
to give them a chance to elect a new board that would listen to their concerns better than the
current board had.
Brenda Fulle, 116 Oswego Summit, had submitted Exhibit G-280. She contrasted a community
that talked civility to each other and a community that was divided. She talked about security and
home in relation to Maslow's hierarchy of needs. As for sense of home, she had been attracted to
the complex because of the Nantucket-like old growth cedar shakes. She liked the combination of
the shakes and the red tiled roofs which made her feel expansive. She could not imagine walking
the grounds in a plasticized look. In regard to profitability, she could see how lawyers, Western
Architect, and I&E would profit from the $7.6 million project, but she had a harder time seeing how
the community members were going to profit from it when some were short-selling and being
foreclosed on and the property value was dropping. She questioned whether the remodel would
raise the value enough. In regard to power, she reported that her own informal survey of the
homeowners indicated the four members of the Association and the project manager were using
smoke and mirrors to make it appear opponents were the vocal minority. She said she wished she
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 17 of 22
had the courage not to pay the assessment she had been paying for three months. They did not
have bank approval, city approval, a design, and construction was not happening. She concluded
with a blessing asking for reconciliation.
Ron Plath, 198 Oswego Summit, had submitted Exhibit G-273. He testified that architects had told
them the cedar siding was fine. He said the `vocal minority' was actually a majority because they
wrote the majority of the letters and were the majority of owners who came to the meetings. A
group of them had met the previous Saturday to gauge how much of a minority they really were.
They contacted others in their buildings. Opponents were opposed because the project was illegal
and/or because there was no "Plan B." It was illegal because 75% of the persons present or by
proxy had to approve a project of this size. There were 214 units, so any number over 54 meant
there was not 75% approval. Ms. Ferguson had testified that 68 voted against. He said opponents
were not allowed to see the votes. He recalled the applicant's representative had been asked what
Plan B or an alternative plan was and had indicated there was none. He said they did not want
people to have leaking roofs or mold, and they did want the units to look like they did now. They
thought someone should have at least taken the time to look at a "Plan B" that might be affordable
and allow those who wanted to stay to stay.
Mr. Plath talked about financing, and how two different bankruptcy/foreclosure attorneys had
described how a "death spiral" would unfold. In 15 years the larger units would pay $172,000 in
homeowner fees. The number of people staying and paying would get smaller and smaller as
foreclosures happened. That would cause even more people to leave. The connection with
planning was that if half the people left (or were staying and not paying pending foreclosure) and
the remaining half could not pay the project would sit there half finished. He stressed they could
not afford to do what was proposed. All they had ever asked for was a Plan B. The applicant had
not even considered one.
Chair Richards asked those who testified to keep testimony pertinent to what the Commission was
allowed to consider. He explained that things having to do with the homeowners' association or
finances were outside the Commission's purview.
Gino Pieretti, 184 Oswego Summit (Building 24), had submitted written testimony in Exhibit G-292.
He related that architects John Madison and Ray Bartell had looked at applicant's plans and
reports and looked at the buildings and told the Association that the cedar siding looked bad just
because of dirt and grime. It could be cleaned up, oiled and tinted. The few areas that were bad
because of leaks or things like improper insertion of windows and doors could just be replaced.
That was done at beach resorts featuring cedar siding. Mr. Pieretti said that would save $3 million.
He had submitted a copy of the filing that showed Hardiplank was the subject of a class action
lawsuit filed against James Nardi Building Products, Inc. in US District Court, District of Minnesota
in 2011. He begged the Commissioners to read it. He asked them to note how the warranty was
limited and read about the problems the plaintiff had with the siding in 2007, which included flaking
off, shrinking, warping, delaminating, and pulling from fasteners, resulting in water penetration. Mr.
Pieretti indicated he wanted to keep the cedar siding. He indicated he had also received some
information from an uncle of one of the unit owners who had reported that he had talked his
association into keeping their cedar siding. Mr. Pieretti pointed out he had submitted copies of
some National Business Review articles with the headlines: "Education Ministry launches lawsuit
against James Hardie over leaky schools"; and "James Hardie sees New Zealand leaky building,
schools legal action costing up to US $47.6 million." He noted the articles reported the company
had a slew of leaky building cases hanging over its head; including a lawsuit that alleged that
several thousand school buildings were leaky and were seeking repair costs and damages.
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 18 of 22
Mr. Pieretti said condominium management companies indicated that those who built condos, but
not too well, in the 1970s had made a lot of money. Then a lot of defective construction cases
were filed and the complexes got settlement money. Then, they heard companies like Western
Architecture tell them they needed a whole new envelope. He said opponents did not want people
who could not afford this to have to leave because of the project to take off the shakes and put on
Hardiplank. He asked the Commissioners to read his written testimony.
Harry Norstrom, 171 Oswego Summit, had submitted written testimony in Exhibit G-278. He read
some of it aloud. He was aged 78 and he and his wife were living in fear that the Commission
might overlook the fact that when they voted to deny on November 18 the motion stated they
wanted to see a new proposal that preserved the intent and nature of the existing structure and
preserved the siding as it was originally intended in the design. He held the revised proposal did
not do that. The applicant had come back with the same Hardiplank lap siding and simply
proposed to add Hardiplank shingle accents. It was not the cedar shingles they all chose when
they decided to live there. It was not what they wanted. He testified that they had never been
offered a choice because they had never had the opportunity to vote yes or no on it. They had
never been given an alternative. They had told him his share of the assessment was $47,900.
The Commissioners assured Mr. Norstrom that they had each read his written testimony. Mr.
Norstrom asked the Commission to deny the application for all the various reasons that had been
expressed.
Questions
Mr. Poulson asked Mr. Norstrom to clarify why they were living in fear. Mr. Norstrom said he had
described their fears in his letter. His biggest fear was that they and their neighbors could not
afford the assessment and many of them could lose their homes in one fashion or another such as
through foreclosure or short sales. They feared the visual perception of Oswego Summit with
multitudes of For Sale' signs would make it undesirable. Two signs had just been posted in his
building. He feared that was only the beginning.
Ken Kaufmann, Lovinger Kaufmann LLP, 825 NE Multnomah, Ste. 925, Portland, Oregon 97232,
stated he represented Jennifer Tuio, 194 Oswego Summit (Building 24). He highlighted portions of
his January 13, 2014 letter to the Commission (Exhibit G-290). He said Ms. Tujo was aware of the
complex's current ailments, but was concerned that the proposed cure would be worse than the
sickness. He indicated that the applicant proposed to dumb down three elements that made
Oswego Summit one of the prettiest, more recognized, and most desirable condominiums in Lake
Oswego: the cascading roofs and decks; the cedar siding; and the iconic red tile roof. It would look
like just another, ordinary, apartment building. He said the applicant had not made a compelling
case for replacing the tile roof and the cedar siding. In regard to roof forms and deck railings Ms.
Tujo agreed with staff that they were integral to the overall architectural integrity and should be
retained. She also agreed the metal railings on Type 1 buildings should be retained. They were
significant architectural features. Mr. Kaufmann advised the Commission must not allow them to
be altered per DR 8-75 and TC 117-75 cited in footnotes in his letter. He noted staff concluded
there were only three elements the Commission had the discretion to review: landscaping,
signage, and exterior materials and colors. He reasoned that if the roof form deck was removed
there would be significant impact to the visibility and privacy of unit owners. They had heard
testimony about that. He indicated that if the Type 1 structures' railings were replaced with opaque
glass or smoky glass then their view and ventilation would change substantially. Both were very
significant changes to the architectural features of the building.
Mr. Kaufmann noted the structural concerns regarding the roof were not substantiated. He said it
was unfortunate that the applicant had repeatedly told the Commission and association members
that maintaining the existing tile roof was not an option due to structural concerns. That statement
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 19 of 22
was contrary to that applicant's own structural engineering report. Their structural calculations
showed the roof framing loads were within allowable limits under all evaluated loading scenarios.
He said there were several attributions to structural problems in the project narrative that were not
supported by the Hayden report. He held what was being implied was not correct. He noted the
Commission had heard that the cost-effectiveness of Hardiplank was questionable. He noted they
had heard the economic viability of the project was suspect, even before any costs added by the
review and change orders, and by damage to the interior of the units that was not covered by the
contract. They had heard the applicant had not obtained all necessary approvals to proceed,
including Mountain Park HOA approval and from 75% of unit owners. He said the applicant was
unlikely to obtain such approvals unless it could provide a better rationale for the project than they
had to date. He said Ms. Tujo asked the Commission to affirm Mr. Poulson's November hearing
motion asking the applicant to preserve the siding and the roofing as it was originally intended in
the design. In the alternative, if the Commission did not so hold, she asked that the Commission
make it clear that any approval of non-original materials, such a Hardiplank or Monaco roofing, did
not preclude the association from deciding to retain its existing cedar shakes and existing tile roofs
should it have a change of heart. He noted that given the many questions about the feasibility of
the project in its current form, future changes to the proposed design appeared likely. Guidance
from the Commission regarding how such changes would affect the design review process would
be helpful as the members of Oswego Summit considered their options going forward. Mr.
Kaufman indicated that he had asked Riccardo Pitts to testify (see below).
Riccardo Pitts, 11605 NE 16th Street, Vancouver, Washington, (Exhibit G-294) stated that he was a
registered professional engineer. He confirmed he was a structural engineer. The attorneys for an
opponent had hired him to review and speak to the Hayden Consulting Engineers' report as an
expert witness. He reported that he did not find fault with the analysis, but he found their
conclusions were suspect. He read aloud from their report: `However, as it stands now with the
concrete deck toppings it is our opinion that the framing cannot support the additional weight of the
concrete roof tiles.' Mr. Pitts contrasted that statement with their analysis in which the roof
members passed. He observed that of the failing members only one had roof load on it. He noted
the analysis was done using 2005 NDS (the National Design Specification for wood) and the 2009
IBC. He advised the design stress that was allowed in 1975 was 1,300 lbs per square inch, but
now it was 900. The 1997 rate that he found was about 1,350. He said the difference was due to
using old growth timber versus fast growth timber.
Mr. Pitts related that he specialized in the most extreme condition states: high seismic, high winds
areas, and he did plenty of forensic work related to structural design. One of the things he ran into
was that old buildings would typically not pass today's Code even without any extra weight on
them, even though they might have been standing for a long time. A new chapter had been
adopted to deal with them. He submitted excerpts from the 2010 Oregon Structural Specialty
Code. He referred to Section 3404, Alterations, which would apply to buildings such as those in
Oswego Summit, which had been standing there for 38 years. He spoke to redundancy of wood
construction. In reading the reports he did not see anything that indicated severe distress or
failure. Section 3404.3 said any existing gravity load-carrying structural element for which an
alteration causes an increase in designed gravity load of more than 5% shall be strengthened.
That meant if the alteration or addition to the element did not stress it more than 5% of what it was
stressed at already, then it was adequate. He advised that replacing the tile roof with like tile or
leaving the tile alone did not overstress the building any more than it was stressed now. So
according to this Code there was no reason structurally that the building could not support the roof
it was supporting now. He recalled they had heard a lot about cost. Section 3404.4 called for any
existing lateral load-carrying structural element (referring to wind and seismic forces and elements
such as shear walls and concrete walls) whose demand capacity ratio with the alteration
considered was not more than 10% greater than the demand capacity ratio with the alteration
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 20 of 22
ignored was to be permitted to remain unaltered. He advised that Hardiplank weighed almost
twice what cedar shingles weighed. He said he had not run the numbers, but in his opinion there
was a lot of surface area of wall that would be covered with Hardiplank. He said his suspicion was
the Hardiplank would surpass the 10% allowed by Chapter 34 and push the entire building into a
seismic upgrade condition. Then it would have to be analyzed and brought up to current seismic
standard. He noted that would cost a lot more than the $7 million they had been talking about.
Questions
Vice Chair Creighton referred to the Hayden report regarding deck loading on page 557 of the
hearing packet. He suggested the reason why the engineer's numbers did not show anything as
failing could be because he was pretty light on his concrete load. Mr. Pitts agreed, but noted that
was on a deck, not a roof. He clarified that he did not have any issue with the decks. Obviously,
water intrusion would always be an issue when a deck was over a living area. Vice Chair
Creighton related that the Commission had found out that night that they were not designed for
concrete topping. Mr. Pitts responded that the fact remained that at some point it was approved
and done and it was there today. Vice Chair Creighton recalled that the roof was not designed for
concrete tile either. He noted in a seismic condition the height and weight of the material would
make a big difference. Mr. Pitts said he would not disagree with that. His only concern was that
the engineer's report did not take Chapter 34 into consideration. When Vice Chair Creighton
observed they were definitely beyond the 10%, Mr. Pitts agreed. The Commission recessed and
then reconvened the hearing.
Rebuttal
Stuart Cohen, 1300 SW Fifth Ave. Portland. Oregon, attorney for the homeowners association,
indicated he wanted to put to rest some issues which had been raised but were not relevant. One
was that this was an illegal project. He advised it was not. He cited a court ruling in Washington
County where a board of directors had decided to replace cedar siding with Hardiplank. The court
ruled that the board had the authority and the fiduciary obligation to do the repairs. That was what
the applicant was attempting to do with this project. Another issue was that the proposal was a
surprise and new to the opponents. He said it was not. They had held over 20 community
meetings about the project. A recall election had been held over it. The proponents of the recall
failed to recall the board of directors in order to kill the project. That meant the majority of the
community was behind getting a project done. He noted there was a vocal minority at the hearing.
Mr. Hoff said the applicant had looked at the options of what could be done. The primary driver
was that the building envelope (what was under the shingles, the roof and the walls) was done and
the building had to be repaired. That created a design issue. They had presented their best
options to get a viable product that was a whole community of buildings that functioned. He
addressed the cost of shingles and the calls to do a targeted repair. He indicated they had looked
at the numbers. 30% replacement of shingles would cost as much as putting Hardie product on
the entire buildings. He said they knew from conditions underneath that there was a ton of work to
do, so the cost would go past that. He indicated the applicant could agree if the Commission
decided to put metal railings as they exist back on the Type 1 buildings. He indicated they had no
problem with whichever of the roofing products the Commission required. He explained they would
have to take the roof apart to fix everything under it whether it was structural problems or leaks.
The tiles were not going to survive and they were not replaceable. He said they preferred not to
put the deck roof systems back as they were now. They felt that the design should go forward with
the railings on it whether they were of opaque glass for privacy or metal railings that allowed
ventilation. He advised that if the Commission decision was to keep the deck roof system it would
pose a lot of problems for the decks going forward. He related that the applicant wanted the
Commission to make a decision that night.
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 21 of 22
Questions of Applicant
Vice Chair Creighton recalled testimony about the privacy issue and that the tall buildings kind of
towered over everything and there did not seem to be the same issues with Type 1 versus the
other types. He recalled the applicant had said the project consisted of two distinct designs. He
asked if the applicant could treat Type 1 building railings differently or was it the opinion of the
Association to use the same railings throughout the project no matter what. He recalled they had
talked about a metal railing with something like tubular or square balusters and a smoked glass
railing. He asked if there was an option of using both. Mr. Hoff responded that it could be done.
As an architect he would draw it. He commented that a designer's intent was not usually to mix
and match throughout a project. He advised that Type 1 buildings benefitted from a pretty
continuous tree screen and they sat higher. The issue with the cascading buildings was as one
walked up to them on the street level they were downhill of the viewer. They were the last
buildings right at the site access point that were more at grade. As for the internal buildings—
regardless of the railings, which were only about tabletop high — it was unfortunate, but the
neighbors would be able to see each other. He said in almost all complexes where there were
internal buildings they looked at each other. They lacked privacy regardless of the type of railing.
Vice Chair Creighton commended the applicant for improving their proposal since the last hearing.
Mr. Hoff asked Commission to deliberate and decide the application. Mr. Pieretti and Ms. Lynch
requested that the hearing be continued.
Mr. Needham moved to continue LU 13-0042 to 6:00 p.m. on February 3, 2014, for written
testimony only. Written testimony was to be received by 5:00 p.m. on January 22, 2014; and
written rebuttal testimony was to be received by 5:00 p.m. January 27th. Ms. Johnson seconded
the motion and it passed 5:0.
GENERAL PLANNING AND OTHER BUSINESS
None.
ADJOURNMENT
Chair Richards adjourned the meeting at approximately 10:40 p.m.
Respectfully submitted,
Janice Reynolds /s/
Janice Reynolds
Administrative Assistant
City of Lake Oswego Development Review Commission
Minutes of January 15, 2014 Page 22 of 22