HomeMy WebLinkAboutApproved Minutes - 2020-11-03 s
CITY COUNCIL REGULAR MEETING
— MINUTES
V NOVEMBER 3, 2020
aREGO�
1. CALL TO ORDER
Mayor Studebaker called the regular City Council meeting to order at 3:02 p.m. on
November 3, 2020. The meeting was held virtually.
2. ROLL CALL
Present: Mayor Studebaker and Councilors Kohlhoff, O'Neill, Nguyen, LaMotte,
Wendland, and Manz
Staff Present: Martha Bennett, City Manager; David Powell, City Attorney; Anne-Marie
Simpson, City Recorder; Sue Scobert, Communications Manager, Police
Department; Dale Jorgenson, Police Chief; Ellen Davis, Associate
Planner; Evan Boone, Deputy City Attorney; Jessica Numanoglu,
Planning Manager; Scot Siegel, Planning and Building Services Director;
Erica Rooney, City Engineer; William Farley, Traffic Engineer; Paul Espe,
Associate Planner
3. CITIZEN COMMENT
• Justin Luber
Mr. Luber, a 10-year resident of the quarter-mile section of Lakeview Blvd. between Bryant Rd.
and South Shore Blvd., requested that Council review opportunities to improve its safety,
walkability, and aesthetics. He described ongoing increases in use by pedestrians for fitness,
recreational, and other activities, often two or more abreast instead of in single file. With pathway
shoulders of varying width and no sidewalks, people often walk into the lane of traffic; COVID-19
social distancing has exacerbated these dangers. Installation of a sidewalk would improve safety
for citizens walking and running in this section of Lakeview Blvd., he suggested.A second concern
was decreased adherence to the posted 25 mph speed limit over the years; motor vehicles now
are routinely driving 40 to 45 mph in the area. Speed-indicator signage and other measures could
offer solutions. In addition to the speeding, homeowners in this section of Lakeview also face
challenges in exiting driveways because of vegetation obscuring their sightlines. Council was
asked to consider a maintenance review of overhanging and street-level vegetation along the
pathway. Improvements, he concluded, would offer exceptional opportunities for residents
because of proximity to the Lake Grove Swim Park, restaurants, and other amenities.
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November 3, 2020
Mayor Studebaker expressed certainty that this issue was included in the Capital Improvement
Plan (CIP) and would be explored further. Ms. Bennett advised that she would refer the traffic
issues to Engineering staff. Vegetation management was usually the responsibility of property
owners, she noted, and therefore would likely be referred to Code Enforcement.
4. PROCLAMATION
4.1 First, First Responders
Ms. Scobert conveyed the importance of trained dispatchers nationwide in ensuring effective
response to police,fire, and medical emergencies. She emphasized dispatchers' role in mitigating
circumstances in ways that keep officers, medics, and fire personnel safer. Highlighting the
example of a LOCOM dispatcher, she described the positive outcome of a call from an armed
suicidal person that was handled without intervention of a crisis negotiator. LOCOM and its four
user agencies recommended approval of the City's proclamation recognizing 911
telecommunicators as First Responders and celebrating their contributions to public safety. Chief
Jorgensen expressed wholehearted support, hailing LOCOM as a "crown jewel".
Mayor Studebaker read the final clause of the Proclamation (First Responders Proclamation).
5. PUBLIC HEARINGS
5.1 Ordinance 2853, An Ordinance of the Lake Oswego City Council Amending LOC
Chapter 50 (Community Development Code) for the Purpose of Clarifying and
Updating Various Provisions (2020); and, Adopting Findings (LU 20-0015).
Mr. Powell read the Ordinance title. Noting that the matter was a legislative decision, he outlined
parameters and reviewed the public hearing process as shown in the agenda. In response to his
request for any City Council declarations of conflict of interest, none were heard.
Staff Report
Ms. Davis presented an overview of the annual Community Development Code (CDC)
amendments. Proposed amendments were outlined in two categories: 17 maintenance items and
four policy items, as detailed in the Council Report (Ordinance 2853 CDC Amendments). The
maintenance items did not represent any major changes in policy, she advised; however, she
offered clarification on Item 6 (Attachment 2, p 7/26), as it had drawn several questions from the
public. It was the policy items(Attachment 2, p 22-26/26)that potentially could have more impacts:
Policy Item 1 proposed a requirement that driveways be located within a property's frontage as
bounded by an extension of the side property lines. Policy Item 2 would bring the R-6 zone lot-
coverage methodology in line with all of the other residential zones by changing the height
methodology and exceptions for lot coverage to conform with all other residential zones; while
likely yielding only about a 2% reduction in allowed lot coverage, it was a small step toward
allowing more space for existing trees and new mitigation trees. The First Addition
Neighborhood/Forest Hills Neighborhood Association supported this amendment. Council's
attention was drawn to written testimony in opposition that had been submitted by the Home
Builders Association (HBA) of Metropolitan Portland (Exhibit G-1 to Council Report). Policy Item
3 proposed a definition of co-housing which would be added to the definition of multi-family
dwelling; a recent project proposal involving a large shared kitchen had brought to staff's attention
the opportunity for flexibility as housing needs changed over time. She emphasized that the code
change would not alter any density or design standards for multi-family housing nor would it
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change the required land use process. It would not affect any single-family zones in the city;
cohousing would only be allowed as a multi-family use. This item was not related to House Bill
(HB) 2001, she noted, but could be part of future conversation on that topic. Policy Item 4 would
combine the definitions of community institution and institutional use, henceforth to be
termed institutional use. This seeks to eliminate confusion related to the overlap while not
prohibiting current uses or losing any potential uses. The Planning Commission recommended
approval of all of the amendments in both the maintenance and policy categories.
Ms. Davis responded to follow-up questions from Councilor Manz. She confirmed R-6 to be the
prevalent zoning designation in the heart of First Addition. Regarding the flag lot access lane item
(Attachment 2, p 10/26), she explained that removal of the words wherever practicable from the
text would not change anything about access for flag lots. It was intended to better comply with
the State's requirement for clear and objective standards for housing. Generally, staff would
encourage consolidation into a shared single access lane, but where that was not possible, the
language provided for the discretionary review track.
Councilor Wendland posed questions about the R-6 zone in First Addition. Ms. Davis indicated
that the R-6 zone designation had been created separately as part of the neighborhood planning
process, subsequent to most of the other zones. The proposed change would simply be making
the code more similar to that for other zones. It would be easier for staff, the development
community, and residents to understand and meet code requirements, with potential for only a
minimal percentage change in lot coverage. A house built under the proposed code revision would
not differ significantly from redevelopment seen in the zone in the past 10 years; the maximum
increase in lot coverage would be 6%, she reiterated, explaining how most First Addition lots
would likely be closer to 2%. Other than lot coverage, all other standards remained unchanged,
including maximum floor area and height. She outlined how this afforded owners the opportunity
to maximize their development potential with both short and tall homes.
Testimony
• Roseann Johnson, Assistant Director of Government Affairs, Home Builders
Association of Metropolitan Portland
Ms. Johnson, noting that her area of responsibility included Lake Oswego and other cities in
Clackamas County, expanded upon issues discussed in her November 2, 2020, letter. In addition
to representing nearly 850 companies and thousands of people employed in the remodeling and
residential construction industry, the HBA advocates for housing affordability and choice for
residents in the region. They believe the City's R-6 zone supports construction of new and
relatively-attainable housing as seen in the FAN/Forest Hills neighborhood. Discussing the
background of the R-6 zone, she indicated that the current lot coverage methodology serves this
area of smaller minimum lot sizes effectively; the height methodology and exemptions for certain
structures should remain as currently allowed. With passage of HB2001 at the state level in 2019,
the HBA looked forward to learning how they could provide relatively more housing choices to
cities, including in the R-6 zone. Builders and developers would still build single-family houses
there, and existing single-family homes were unlikely to be torn down if they were worth more
than the land they stood on. When that was not the case, the City's tax base would benefit. The
addition of duplexes, townhomes or other "middle housing" types would be critical to
accommodating new families and first-time homebuyers. She emphasized that the City should
avoid undermining housing affordability, especially in this zone that offers the best chance for
redevelopment. By restricting permitted building footprint there as proposed in Item 2, square
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November 3, 2020
footage would be reduced; for example, the impact could preclude a 10' x 10' bedroom, office or
other desired space. Further, disallowing the exemption of certain structures as exceptions to lot
coverage would reduce opportunities for homes that were more aesthetically pleasing. The
outcome would be smaller, less-attainable homes; it might actually threaten the possibility of
bringing new townhomes and duplexes to market there. While applauding the desire of the
neighborhood association and the City to save trees, the HBA requested more time to work with
the association on the potential unintended consequences of the proposal.
In response to a question from Mayor Studebaker, Ms. Johnson clarified how a reduced
footprint would result in lost square footage that could not be offset by design changes. Councilor
Kohlhoff suggested that the primary effect would be on a main-floor bedroom, seemingly a
preference of developers. Given the potential of First Addition for greater access or housing
affordability that Ms. Johnson had described, this was not what was being built there. Ms.
Johnson clarified that a bedroom was only one example of a functional living space that would
be eliminated to compensate for a reduced footprint and ultimately square footage. She
differentiated housing that would meet Clackamas County's definition of affordability from what
the HBA promotes as relatively affordable in Lake Oswego with its very high land values and
resources. With local implementation of HB2001, simple townhomes and duplexes built to R-6
standards would enable new residents to live in homes that were aesthetically compatible with
single-family homes in First Addition. This would achieve the aim of relative housing affordability.
Councilor Manz inquired about the amount of square footage that could be lost with an average
lot coverage reduction of 2%. Councilor O'Neill estimated 30 square feet; for reference, a
children's bathroom with tub, toilet, and single sink might be 50 square feet. Ms. Johnson agreed.
• Carole Ockert, FAN/Forest Hills Neighborhood Association
Introducing herself as land use liaison for FAN/Forest Hills, Ms. Ockert advised that her testimony
concerned two of the code amendment policy items, as highlighted on a slide presentation (Ockert
Testimony). For Item 2 she affirmed the Association's support for the update, which would refine
the R-6 code to better support best practices. Reviewing background of their involvement with the
proposed amendment, she noted that it had originated a year earlier at the suggestion of a
prominent designer of homes in the R-6 zone. He had pointed out that building height in the zone
was measured differently than for any other zone in the city. The proposed change to make it
consistent with other residential zones would simplify the code. It offered the potential benefit of
reducing the number of tree-removal appeals; by slightly reducing impermeable surfaces, there
might be improvement with drainage issues. As the suggested change had come from the
designer of many quality homes in the R-6 zone, she was confident that any resulting design
modifications would be an asset. Item 3 would permit cohousing, not currently allowed under City
code. She quoted from the HB2003 draft: "Allow for single-use occupancy, adult dorms and co-
housing in all residential zones". This simply offered cohousing as one option among many routes
to compliance; HB2001 itself does not even mention cohousing, she asserted. Seven Lake
Oswego neighborhood associations had become concerned to find the cohousing concept
appearing in annual code update language; their request was, and continues to be, to defer
cohousing consideration to the HB2001 process. She outlined a sequence of efforts they had
made since March, 2020, contending that a proposed cohousing development in downtown was
not permissible under current code. These efforts had involved the Planning Commission, which
disagreed with the neighborhood representatives and directed staff to move forward with this code
update. Council was asked to hear seven neighborhoods' strong message that cohousing does
not belong in annual code updates. She reported on her comparison with West Linn's code, which
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November 3, 2020
does not permit cohousing. Also, Ethan Stuckmayer, senior planner for housing programs at the
State's Department of Land Conservation and Development(DLCD), had made it clear to her that
how "dwelling unit" was defined was not part of HB2001; the definition was up to the individual
city. The proposed definition changes in Item 3 would blindly open a door to City code, she
warned, not at the direction of DLCD but of the Planning Commission. If cohousing is to be
allowed, it made much more sense to examine this as part of the bigger code re-write. The
proposed cohousing code allows for all kitchens and bathrooms in such a development to be
communal; as written, it is sub-standard code. In its lack of specifics about number of dwelling
units to be served by one toilet, for example, citizens might ask if they want this type of housing
in Lake Oswego. She did not want the City to adopt code that promoted workforce housing,
affordable housing or cohousing that was substandard. She asked that the proposed cohousing
code changes, Item 3, be removed from the annual code amendments.
Councilor Wendland asked for background on origin of the cohousing subject. Ms. Davis
explained that it originated with a proposal for a cohousing development in a portion of FAN/Forest
Hills that is zoned for multi-family. As noted by Ms. Ockert, it showed a large shared kitchen
facility, with individual units having minimal kitchenettes. Staff had reviewed the proposal and
found that it was substantially similar to multi-family use and would meet the density requirements,
go through the same process, meeting the dimensional and design standards applicable to multi-
family. Sharing of a communal kitchen did not constitute a different land use; it was more a matter
of internal workings within the development. Staff had then stated that this was in substantial
compliance with multi-family housing and was allowed within the zone. Staff had listened to the
feedback from the neighborhood association, i.e., that they did not find it substantially similar to
existing multi-family. Therefore, staff included the cohousing item in the annual code
amendments, to be considered as a potential change; if it is not substantially similar to multi-family
already, then perhaps cohousing would be considered as a separate item in order to decide if it
is appropriate for the community. She confirmed that cohousing would be applicable only in zones
allowing multi-family dwellings. Councilor Wendland asked, with implementation of HB2001, a
4-plex was proposed for a lot anywhere in the city, if the cohousing standards would then apply.
Ms. Davis emphasized that specific effects of the HB2001 implementation for the city were not
known at this time. However, if a multi-family proposal were to be allowed on a property, then it
could be multi-family cohousing or some other form of multi-family housing.
Councilor Kohlhoff expressed concern about bathrooms: What, if anything, in the code would
preclude 12 people sharing one bathroom or would otherwise define the ratio? Mr. Siegel
indicated that this was regulated under the Building Code. In further discussion, Ms. Davis noted
that the number and type of sanitary facilities was not being specified for cohousing. Mr. Siegel
indicated that the Building Code did specify, essentially, a ratio of fixtures per occupants in larger
residential uses.
Councilor Manz expressed appreciation for the forward thinking on cohousing. However, she
concurred with Ms. Ockert that the topic would be better examined as part of the conversation on
HB2001. Any related code changes could be put together more effectively at that point, she
suggested. Asking about the status of the project proposed to include a communal kitchen, she
was advised by Ms. Davis that it was on hold.
Councilor Nguyen asked about adequacy of parking for the project, given that it seemed to be
a form of workforce housing. Ms. Davis acknowledged that likely residents would not be at home
all day. Parking standards would not be changed for cohousing; they would be the same as for a
standard multi-family housing development, which she outlined.
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Councilor LaMotte described his understanding of the cohousing concept, of which the most
successful examples were for single parents or seniors enjoying social facilities and sharing
certain facilities, such as a clubhouse. He discussed various resources that were available to
enhance knowledge of cohousing opportunities. As it was a complex concept, he believed this
portion of the code changes should be removed, the rest should be approved, and the Planning
Commission and Planning Department should be asked to provide Council with more complete
information on cohousing.
After confirming that there was no further testimony to be heard, Mayor Studebaker closed the
public hearing.
Mayor Studebaker moved to approve Ordinance 2853 with the exception of the cohousing
item and to direct staff to consider that item further. Councilor Manz seconded the motion.
Councilor Wendland noted that the amendments related to the R-6 zone seemed primarily a
means of making the zone consistent with other residential zones. He asked how the 2-6%
reduction in lot coverage could actually reduce the number of tree appeals. Ms. Davis explained
that the reduction could leave slightly more area around an existing tree. Also, with the challenge
of the relatively small lots and relatively large building footprints, applicants struggled to find
places for mitigation trees in the available pervious area. This change was regarded as a "low-
hanging fruit" rather than as a solution to the tree canopy issue.
Mayor Studebaker confirmed the motion at Ms. Simpson's request. Mr. Powell noted that this
tentative decision of the City Council would become final upon adoption of the ordinance with
findings and conclusions on November 17, 2020.
A roll call vote was held, and the motion passed, with Mayor Studebaker and Councilors
Kohlhoff, O'Neill, Nguyen, LaMotte, Wendland, and Manz voting `aye'. (7-0)
5.2 Ordinance 2854, An Ordinance of the Lake Oswego City Council Clarifying,
Revising, and Updating LOC 42.03.130 (Intersection Sight Distance); LOC 45.09.065
(Abatement of Dangerous Building Code); LOC 55.02.082 (Tree Cutting Permit
Issuance); LOC 55.02.92 (Tree Cutting Permit Expiration); Repealing Article 12.55
(Compensation Claims Under ORS Ch. 197) and Adding LOC 34.02.065 (Helicopter
Landing or Takeoff).
Mr. Powell read the Ordinance title and reviewed the public hearing process as shown in the
agenda. He asked if any City Councilors wished to make a declaration related to conflict of
interest; none were heard.
Staff Report
Mr. Boone noted that six items comprised this annual code update. These included the repeal of
Article 12.55, which was no longer applicable, as explained in the Council Report (Ordinance
2854 Non-Community Development Code Amendments). He touched on two other matters:
addition of LOC 34.02.065 (Helicopter Landing or Takeoff) and revision of LOC 45.09.065
(Abatement of Dangerous Building Code), both detailed in the Council Report (Attachment 1). Mr.
Farley would be available to answer any questions about the changes in distance requirements
after Ms. Numanoglu presented the proposed Tree Code amendments.
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November 3, 2020
Ms. Numanoglu advised that the proposed Tree Code amendments were policy neutral; they
were designed to codify current practice regarding timing of the issuance of the notice of tentative
decision for Type II tree-cutting applications and for forest management. They would also address
timing of the issuance of Type II tree permits associated with building permits, as well as the
expiration of a Type II permit associated with building permits. The key issue behind the proposed
changes is that current code states that staff shall issue a decision within two business days of
the end of the comment period for Type II and forest management permits. Tree permits that are
associated with building permits are reviewed concurrently with the latter; this prevents approving
removal of a tree when staff is not certain the building will comply with code standards like
setbacks, lot coverage, and height. Furthermore, the City does not want to issue a building permit
without assuring that the applicant has obtained the appropriate tree permits and received
approval. Under current code, the two-day requirement for issuing the tentative decision on tree
removal, followed by the two-week comment period, takes less time than the process for
reviewing the building permit. Current staff practice, therefore, has been to wait until the end of
the comment period, to hold any comments received, and then to reserve issuing the notice of
tentative decision until confirming that the building project complies with the code and that the
tree removal is necessary. At that point the notice of tentative decision is issued, and the process
moves forward as it currently does, with notice of that decision provided to those who submitted
comments, the applicant, and the pertinent neighborhood association. This allows staff sufficient
time to ensure review of the building permit before issuing a decision on the Type II application
and does so concurrently with the building permit. It also precludes expiration of the tree-cutting
permit while waiting for completion of the building-permit process. Simultaneous issuance
significantly reduces the possibility that someone would secure a tree permit, remove the trees,
and then not follow through with the building permit that was the cause of the removal. A final
consideration concerned the 60-day expiration of Type II tree-cutting permits: Often the
construction phasing required a longer period of time. The proposed update would codify staff's
current practice, which was to not expire a tree permit as long as the applicant had a valid building
permit.
Councilor Wendland raised the subject of homeowners wanting to build an addition but hoping
not to incur significant investment in architectural and other plans before learning that a tree
removal was not allowed. A process that allowed the applicant to minimize expenses in this
situation was desirable. Acknowledging that this was a challenge, Ms. Numanoglu advised that
this was sometimes possible with smaller additions or pools. However, staff is not able to issue a
tree-cutting permit without the building permit if the project is the reason for removal, and therefore
permits need to be issued concurrently. However, applicants are allowed to provide a site plan
showing where an addition would be placed, without having incurred expenses of engineering
and other necessary planning. Staff then can review the site plan and discuss its compliance with
the standards for setbacks, lot coverage, and the like; however, the tree permit still would not be
issued without the building permit. Councilor Wendland asked if a tentative approval could be
given prior to issuing the building permit. Ms. Numanoglu noted that this could be feasible for a
pool, where setbacks were the primary issue; house additions involved too many standards, e.g.,
side yard appearance and screening, lot coverage, floor area, to make that approach possible.
She responded to Councilor Wendland's concern for applicants who had made a large financial
outlay for building plans and then were denied a tree permit. Staff's customer service efforts could
include a review of the site plan, the site, and the tree, through which they might convey any
issues to the applicant. Fundamentally, she noted, if a tree is standing in the middle of the only
location for an addition, there is a good chance that removal would be approved. If it is a significant
tree, it must be shown that that are no reasonable alternatives. For a smaller tree not deemed
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November 3, 2020
significant, it would probably not pose an issue. Generally, staff would talk with such applicants
and try to give them a better sense of where the decision might come out. However, absolute
certainty could not be given.
Councilor Wendland identified these "two pieces of the puzzle" as an issue for him as there
appeared to be a conflict in the process. He suggested approval of the tree-cutting permit
conditioned upon acceptable plans. His point was to get the sequencing done in an efficient
manner that was the least costly.
Ms. Numanoglu confirmed Councilor Kohlhoff's understanding that these proposed changes
would bring into code the reality of current City practices regarding tree appeals: At the end of the
comment period, the application is put on hold. Once the building permit review is finished, the
usual notice of tentative decision is issued, followed by a one-week appeal period. If no appeal is
filed, then both permits can be issued. She also confirmed that this code revision would not
change the degree of burden on a person who appealed the decision, i.e., the effect would not
be to change the substance of a proposed appeal.
Councilor LaMotte noted that many residents claim the City's tree permit and building permit
processes are out of sync. He expressed confusion about the purpose and effects of the proposed
code changes to reflect the concurrent review process now in place. Ms. Numanoglu confirmed
that the tree and building permit applications are submitted as a package and are reviewed
concurrently. When associated with a development, such as a partition or new commercial
building, there is a pre-application process through which staff can talk in advance with applicants
about trees. People proposing an addition or building a new home are most often phoning or
coming to the Planning Department counter, so trees can be discussed at that point. There is no
pre-approval process for tree removal as the permit applications are reviewed concurrently. Mr.
Siegel noted that another consideration is the need to look at a number of variables in context,
e.g., stormwater facilities and sewer lateral water. Although the concurrent review does not offer
certainty on any of those, it does allow City staff across the departments to coordinate, work with
applicants, and seek solutions. This offered a more efficient process, as opposed to sequential
review, which he believed had been a past practice.
Councilor Wendland clarified that his concern was chiefly for citizens wanting to do minor
projects such as decks cost effectively and in compliance with City code. It was difficult for such
an applicant to invest a couple of thousand dollars in a plan only to find that tree removal was not
allowed. The City's approach for developers and other construction professionals was on the
mark, and he was convinced of staff's helpfulness to all. However, he wanted the policy to serve
the "weekend project person", perhaps even to include a tentative approval in the process.
Mayor Studebaker called for any testimony on the matter. None was offered.
Councilor Wendland requested clarification on the intent of the addition regarding helicopter
landing or takeoff. Mr. Boone referred to the text (Attachment 1), confirming that these activities
were allowed only in an emergency or with approval of the City Manager. If a person wanted to
establish a helicopter landing zone, they would go through the FAA process and could get City
Manager approval, considering the factors that were laid out, he added.
Councilor Kohlhoff inquired about the revision to LOC 42.03.130 (Intersection Sight Distance),
in light of a concern brought to her attention about an intersection on McVey Avenue. She asked
about the possibility of changing the referenced standards (Attachment 1) in a specific
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November 3, 2020
circumstance where the City believed it would not provide the necessary level of safety. Mr.
Farley explained that the revision was to stopping sight distance, the minimum distance needed
for safety. The proposed code change would allow the City to look at the 85th-percentile speeds
or the design of the roadway, i.e., the lesser standard with regard to stopping sight distance; this
was to ensure drivers could stop in time to avoid a collision. Staff still prefers intersection sight
distance, and that part of the code remains unchanged. In the case of McVey, the emphasis would
probably be on intersection sight distance, where drivers can enter the road without impacting
traffic, he added.
Mayor Studebaker moved to enact Ordinance 2854 clarifying, revising, and updating the
Lake Oswego Code. Councilor Manz seconded the motion.
A roll call vote was held, and the motion passed, with Mayor Studebaker and Councilors
Kohlhoff, O'Neill, Nguyen, LaMotte, Wendland, and Manz voting `aye'. (7-0)
5.3 Ordinance 2852, An Ordinance Annexing to the City of Lake Oswego One Parcel
Consisting of 0.28 Acres at 5950 SW Harrington Avenue and Public Rights of Way
at Harrington Avenue and Mellon Avenue; Declaring City of Lake Oswego Zoning
Pursuant to LOC 50.01.004.5(a-c); and Removing the Territory from Certain Districts
(AN 20-0005).
Mr. Powell read the Ordinance title. Noting that the matter was a land use request, he outlined
parameters for the decision and reviewed the public hearing process as shown in the agenda. He
asked if any City Councilor wished to make a declaration in relation to several items: (1) any ex
parte contact, including a description of its substance, (2) bias, and (3) any conflicts of interest.
Councilor Kohlhoff stated that, as a matter of transparency, she wished to make a declaration.
With regard to ex parte contacts: She had received a call from the applicant, probably in June, in
which he informed her that he had bought property and would need to annex it. She responded,
"I'll bet it's a cherry stem", and he replied, "Yes". At that point she had told the applicant that the
conversation was ex parte contact, and the call ended. Shortly after that, she received a call from
a woman whose name she might provide, if needed. This woman stated that the applicant had
called all of the Council members and said that her concern was not so much about the cherry
stem as the applicant needed the annexation to continue to be an elector. Concerning conflicts of
interest, she had checked with the ethics commission and was told that she had a potential
conflict, but in this circumstance, it was just about annexation and would have no effect. As it
relates to a larger issue that was of concern to her, she announced that she would nonetheless
recuse herself because she thought it was the professional and collegial thing to do. She
expressed pride in the Council, stating she believed that all members had acted honorably and
voted as they would have under any other circumstance.
Councilor LaMotte acknowledged his longtime opposition to cherry-stem annexation, which he
regards as bad policy. After discussing reasons for his opposition, he stated that he had had
several phone and email exchanges with the applicant, mostly through June. During that period,
he observed, the applicant was lobbying all Council members individually to get this annexation
straightened out. Next, he read from an email sent by Ms. Rooney to Joe Buck and copied to Mr.
Espe; it discussed issues related to cherry stems, such as the City's responsibility for all facilities
in the right-of-way and confusion about responsibilities of the City versus the County. Mayor
Studebaker indicated that these points were not responsive to the request for Council members'
declarations. Councilor LaMotte indicated that his opposition to cherry stems constituted both a
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November 3, 2020
conflict of interest and bias. He also declared that his mayoral candidacy was a conflict of interest,
as was the applicant's lobbying effort during the campaign. Therefore, he recused himself from
voting on the matter before the Council.
Councilor O'Neill stated that he had spoken with Joe Buck initially because sale of the property
to Mr. Buck had been handled by Councilor O'Neill's wife. Councilor O'Neill had initiated this
conversation in order to ensure that Mr. Buck had spoken with Mr. Powell regarding his eligibility
to run for office. Also, Councilor O'Neill stated that he had worked for the Buck family as a
general contractor. He expressed his belief that none of these points would have an effect on how
he would vote on this annexation.
Councilor Wendland described an instance of ex parte contact: Having made an offer on the
subject property, the applicant had called him specifically to ask if he would support annexation
into the City of Lake Oswego if he were to purchase the property. At that time the applicant had
already announced his candidacy for a City Council position, and Councilor Wendland found this
to be an awkward conversation. He did express to the applicant his general support for annexation
of unincorporated properties when requested by owners; however, he told the applicant that his
decision would depend on the actual application and particulars of this annexation. Further, he
suggested that the applicant consider buying a property inside the city to remove this issue, but
indicated that this fell on "deaf ears". As to bias, he disclosed that he had endorsed the applicant
as a City Council candidate. When the applicant subsequently decided instead to run for Mayor,
Councilor Wendland had already endorsed another candidate, whom he continues to support.
For this reason, he stated, there might be some bias involved. In addition, he noted that the
outcome of Council's decision on the annexation and the outcome of the election both have
implicit bias involved. Regardless of the decision on annexation, if the applicant were to be
elected, the Council and specifically Councilor Wendland could be accused of bias. He stated that
he had no conflicts of interest or potential conflicts of interest to declare. Finally, he observed that
the applicant had made the process complicated, awkward, and uncomfortable for many City staff
members and for the Council, requiring countless hours that could have been directed elsewhere.
This had made a straightforward City process into a complicated political matter before the
Council. Nonetheless, Councilor Wendland advised that he could make a decision based only
on the facts and he intended to participate in the process.
Mr. Powell followed up with Councilor Wendland on his comments that seemed to characterize
some items as bias. In a legal sense, he explained, it was not bias if Councilor Wendland could
nevertheless base his decision only on the criteria and the facts, as reviewed earlier. He asked if
he was correct in assuming that Councilor Wendland was not biased in the sense that he was
able to base his decision only on those criteria. Councilor Wendland responded that he could
make his decision based purely on a cherry-stem annexation application.
Councilor Nguyen declared that he did not believe he had any conflicts of interest. With regard
to bias, he noted that there could be a perception of bias as he supports and has endorsed Joe
Buck for Mayor. That said, he believed he would be able to make a decision on the matter now
before Council. He committed to only reviewing the facts of the case in making the decision.
Councilor Manz stated that she had no conflict of interest. She believed she had no bias, but
disclosed that she had endorsed Joe Buck when he was running for Council. She had not
endorsed any candidate for Mayor. Regarding her duty to examine only the facts of the
annexation, she stated that she could fulfill that obligation 100%, without conflict of interest or
even the perception of bias.
City Council Regular Meeting Minutes Page 10 of 19
November 3, 2020
Mayor Studebaker stated that he had talked with Joe Buck, but not about the matter before the
Council. He had no bias or conflict of interest to declare.
Mr. Powell asked if anyone present would challenge any City Councilor's right to hear the
application. After affirming that no challenges had been heard, he indicated that Councilors
Kohlhoff and LaMotte would be moved into the observer category, rather than the panel category.
Ms. Simpson confirmed that this was correct; both Councilors would be brought back into the
meeting for Agenda Item 6.
Staff Report
Mr. Espe drew Council's attention to the slide presentation accompanying the Council Report
(Ordinance 2852 Annexing Property at 5950 Harrington Ave AN-20-0005). He first reviewed
correspondence that had been received regarding the proposed annexation: Of nine pieces of
correspondence, seven had been in opposition and two in favor of the annexation. Two of the
letters were received from Mike Kohlhoff (Exhibits E-3 and E-5 to the Council Report). Staff
received a phone call from Linda Callantine (Exhibit E-4), in which she had stated that she did not
feel the annexation had been noticed to enough people; also, she was concerned that future
increases in property taxes and utilities would displace many area residents and that Lake
Oswego regulations were too strict. She also stated that she felt the only reason the applicant
was annexing the property was to legitimize his bid for Mayor. Staff received other letters of
opposition from Norma Holcombe (Exhibit E-6), Marlynn Rust (Exhibit E-7), Winona Hoffinger
(Exhibit E-8), and Rosemary Dispenza Henry (Exhibit E-10). Staff would be addressing issues
raised in Ms. Rust's letter, including cherry-stem annexations, the fairness of the applicant
receiving City services when others in the unincorporated area received services from Clackamas
County, the prospect of forced annexations with higher property taxes and utility fees, the
condition of adjacent roadways, stormwater upgrades and associated costs, duplication of City
services, and also inadequate notification. Two letters and one phone call were received in favor
of the annexation: The letter from the Lake Forest Neighborhood Association (Exhibit E-9)
expressed support for the annexation process and allowing property owners to apply for
annexation. The Association noted its opposition to forced, or island, annexations by the City.
Staff had also received a phone call from an adjacent resident at 16316 Lake Forest Blvd. who
was in favor of the annexation and of providing sanitary sewer to the area. The second letter
(Exhibit E-11) in favor was received from the applicant's representative, Jeff Condit of the Miller
Nash Graham & Dunn law firm; it responded to issues raised by the opposing parties.
Mr. Espe advised that staff had responded in the Council Report to several of the points in the
Kohlhoff and other letters related to review of the annexation. He addressed several of these: (1)
90-day filing deadline. On occasion staff may accept applications less than 90 days prior to the
prospective hearing date when workload allows and code requirements for processing the
application, including noticing, can be met. (2) Ex parte contact. At the time of the public hearing,
as just observed, City Council members have the opportunity to disclose any ex parte contacts
regarding the application, as well as to make any necessary declarations of conflict of interest or
bias. (3) Conflict of interest, biased residential qualifications, monetary gain from real estate
commission. Staff agreed with the applicant's representative that the tentative decision made on
election night avoids potential conflicts of interest and should not affect the outcome (Exhibit E-
11). If the annexation were to be approved at this meeting, the ordinance would not become
effective until December 17th and the annexation would not become effective until well after the
date of the election, after acceptance by the Secretary of State, Oregon Department of Revenue,
City Council Regular Meeting Minutes Page 11 of 19
November 3, 2020
Metro, and Clackamas County. (4) Cherry-stem annexations. Staff had reviewed minutes of the
September 18, 2018, City Council meeting, where a motion was made by Councilor Gudman and
seconded by Councilor LaMotte to discontinue cherry-stem annexations. However, before the
vote on the motion, the City Manager clarified that the motion was preliminary, that it was
preliminary direction from Council, and that staff would return with specific policy language
implementing it. At the December 18, 2018, Council meeting staff presented a draft resolution
that addressed lot-by-lot and cherry-stem annexation. Motions on that resolution failed, and the
Council did not provide any direction to conduct additional research or to prepare a revised
annexation policy. Therefore, without an ordinance or specific policy language prohibiting cherry-
stem annexations, staff has interpreted the motion on the policy resolution addressing cherry-
stem annexations as ineffective. Therefore, staff adheres to the existing City code, the
Comprehensive Plan, and the applicable Oregon statutes and Metro code requirements, while
following the City's existing published friendly-annexation policies. In staff's view, this course of
action was the best way to provide consistency and a degree of certainty for citizens making
applications for annexation. Mr. Kohlhoff's follow-up letter received October 26, 2020, assumed
that if Council were to approve this annexation, it must approve subsequent cherry-stem
annexations, and further, notwithstanding the Council's failure to disallow cherry-stem
annexations, the Council should apply general economic principles to actually deny the
annexation. Citing the letter from the applicant's representative (Exhibit E-11), Mr. Espe advised
that staff agrees that the land use decision has to be reviewed under the standards and criteria
in effect at the time of the application and that the Council should not arbitrarily change policy to
deny an application that otherwise complies with those applicable codes and criteria. The letter
also notes that the City's comprehensive plan commits it to annexation and provision of services
to the area. While the City is obligated to plan and provide services for the area regardless of
when it is annexed, nothing in the City code requires the City to fund public services to this
property upon annexation. Neither the City Engineer nor Police and Fire staff recommended
denial of the annexation, he advised, but they could find the basis for denying future cherry-stem
annexations, based on fiscal impact or diminished service levels as additional annexations
proceed. The City Council, of course, could approve this annexation and deny future cherry-stem
annexations if they found that a tipping point had been reached relative to service delivery,
emergency response, streets, and other such factors.
With accompanying slides Mr. Espe expanded on elements of the Council Report: (1) The
proposal would include annexation of approximately 860 feet of public-right-of way along Mellon
and Harrington avenues. Right-of-way along Mellon is a Clackamas County public access road;
the maintenance jurisdiction and permitting authority for this street would fall under the City's
jurisdiction and maintenance upon annexation. In response to concerns about future roadways
and paving, he noted that the Urban Growth Management Plan and City Comprehensive Plan
require public facilities to be provided within the Urban Services Boundary (USB) in a manner
adopted by the Public Facilities Plan. The roadways would be added to the City's pavement
management inventory, where they would be prioritized in conjunction with other streets
throughout the city for future rehabilitation. He noted that this annexation was very similar to one
at 5957 Seville Ave. approved by the City Council in 2010, and referenced several other cherry-
stem annexations in the area in subsequent years. (2) In response to concerns about noticing, he
detailed the written notification of the annexation to owners of surrounding properties and the
notifications posted on the subject properties on October 14, 2020, 20 days prior to the date of
public hearing, in compliance with Metro code and State law. Because of the proposed right-of-
way annexation, 28 surrounding properties were within the 100-foot radius required for noticing;
this resulted in notification to many more properties than would have been required for annexation
of the residential property only. (3) Regarding utilities, sanitary sewer service was available from
City Council Regular Meeting Minutes Page 12 of 19
November 3, 2020
the City collection line approximately 1,600 feet south of the property. He outlined two available
options for a future sewer extension to the property, with related details. As the septic had been
replaced in recent redevelopment of the property, the owner did not intend to extend or connect
to the existing sanitary line. Water service for the property would continue to be provided by the
Lake Grove Water District. Location of the nearest fire hydrant was identified. (4) With regard to
fire, police, and other potential duplication of services, he advised that the City maintains its
mutual-aid agreements with abutting County and fire districts; annexation would not impair service
nor would it cost the City additional funds to serve this property. (5) On-site surface water
management would fall under various provisions of City code if triggered by development.
However, it does not appear that any new impervious surfaces would be proposed as part of the
annexation.
In conclusion, staff found that the property is within the USB, future sewer has been anticipated
and planned for the City's sewer master plan, and future roadway improvements will be prioritized
and funded through the City's pavement management inventory and will be considered in
conjunction with other streets throughout the city for future rehabilitation and programming. The
property cannot be further divided, and no development or increase in service burden is
anticipated. Staff further finds that the annexation is timely with regard to the public facilities and
recommends approval at this point. He reviewed the suggested motion as shown in the agenda.
With Council's decision on the annexation, he noted, staff could provide direction on a future
policy which would include some limitations on cherry-stem annexations in the future. However,
consideration would need to be given to revision of Comprehensive Plan policies to allow sewer
connections to be made prior to annexations for those properties that would experience septic
emergencies.
Testimony
Mayor Studebaker called for the applicant's testimony.
• Jeff Condit, Miller Nash Graham & Dunn
Mr. Condit advised that he was an attorney at Miller Nash Graham and Dunn representing Joe
Buck, the applicant, for the annexation. He expressed appreciation for Council's declarations
regarding conflicts of interest and ex parte contact, acknowledging that an awkward situation
existed. This was one reason that the applicant wanted to set the hearing over to today's date.
However, he stated, the fact that Mr. Buck is a candidate for Mayor in today's election is
completely irrelevant to the issue before the Council tonight, which he believed the Councilors
had expressed. The question is whether or not this annexation application complies with the
applicable criteria. For the reasons stated in the staff report and by Mr. Espe, the applicant
believes that the application does meet the criteria and should be approved. Next, he addressed
issues that had been raised by persons opposing the annexation: (1) Regarding City Council
policy, or lack thereof, on cherry-stem annexations, it was clear at the September 18, 2018,
meeting that the City Manager had clarified before the vote was held that it was a preliminary
decision and that that was the understanding of the Council. The Council could have made a
correction when approving the minutes of that meeting, but did not do so. Therefore, the effect of
that motion was not to change the policy with regard to cherry-stem annexations. When the
proposed policy change came before the Council subsequently, it did not pass, so the actual
extant policy is the one quoted in the staff report, where the Council supports individual
annexations regardless of whether they allow irregular boundaries. He reiterated Mr. Espe's
statement that approval of this annexation did not bind the Council to approve future annexation
City Council Regular Meeting Minutes Page 13 of 19
November 3, 2020
applications. If the Council did desire to limit cherry-stem annexations, the appropriate way to do
that would be to develop a policy that does so, adopt it, and then apply it prospectively to new
applications. As also stated by Mr. Espe, the State statute requires the Council to apply the
standards and criteria in effect at the time of the application, i.e., the one quoted in the staff report.
Mr. Condit noted that a motion would not have the effect of changing a policy; Council would
have had to consider replacement language and to actually repeal or amend an existing policy.
Therefore, it was clear that the motion was intended to be preliminary. (2)As to general costs, he
recognized the issues with this and other urban-level subdivisions that had been allowed to
develop under County jurisdiction. Nonetheless,the Comprehensive Plan has already determined
that the City would ultimately annex and serve this area, and the City is planning accordingly. The
related costs will be faced by the City at some point, regardless of whether it allows cherry-stem
annexations or permits this annexation to proceed. If it does address the cherry-stem annexation
matter in the future, Council needs to consider compliance with the Comprehensive Plan. As seen
with this application, the weight of opinion in this type of subdivision is against annexation to the
city because of higher taxes or utility costs. Whether a policy allowed all cherry-stem annexations
or only some, it needed to be considered in terms of its effect on achieving compliance with the
Comprehensive Plan. (3) He addressed comments received from a majority of the property
owners who testified in opposition. Regarding cost-of-service issues: The property, which has an
existing house on it, is too small to be partitioned and so would not have any impacts that would
require improvements to the public facilities on that street. Because there is a relatively new
sanitary septic system on the site, the property was not likely to cause a need to extend sewer
services anytime soon. Additionally, there was concern about being forced to annex because of
the cherry-stem annexation. Referring to his letter to the Council (Exhibit E-11), he discussed the
2007 amendment of the State statute related to cherry-stem annexation. In the case of the
annexation now before Council, a look at the map showed that it would be many years before any
of the surrounding properties would actually face potential forced island annexation. He noted
that, even though the statute permits the City Council to force annexation in the case of an island
annexation, nothing requires the Council to do so. He understood Council's policy had been not
to force annexation. He indicated that approval of this annexation would not impact property
owners'fear about forced annexation nor about increased property taxes. The only property being
annexed other than Mr. Buck's property was the right-of-way; the fact that the right-of-way was
within the city or the county would not affect valuation of the surrounding residential properties.
While understanding the owners' concerns, he did not think those concerns were supported by
the evidence in the record. Finally, he thanked the Lake Forest Neighborhood Association for
supporting the annexation.
• Mike Kohlhoff
Mr. Kohlhoff quoted from minutes of the September 18, 2018, City Council meeting (9-18-2018
Agenda Item 5.2 Annexation Policy), including a staff recommendation to "at least on a trial basis
discontinue `cherry-stem annexations', and direct staff to return with a more logical and efficient
policy". Various Council members' expressions of concern and outright opposition to cherry-stem
annexations were cited, along with staff comments indicating that discontinuing them would allow
staff to work on larger-area annexations. Councilor Gudman's motion to "no longer do cherry
stems" had been unanimously adopted; it had been unambiguous, containing no language
relating to being temporary. The minutes reflect that the City Manager's comment related to
preliminary direction had occurred after the motion had been made; this, Mr. Kohlhoff stated,
was gratuitous. Minutes of the December 18, 2018, Council meeting reflected that an ordinance
was proposed with a more comprehensive annexation policy, including that for cherry stems, but
the related motion had died based on an attempt to amend the ordinance. In his view, staff
City Council Regular Meeting Minutes Page 14 of 19
November 3, 2020
misconstrues the law of implied relief, as it would have come into play if the December 18, 2018,
ordinance had been adopted; with no action taken, nothing is repealed and the earlier action
stands, preliminary or no. He discussed a 2016 action of the legislature to increase the supply of
housing by reducing requirements for area-wide land annexations through a consent of owners
and electors process; the statute expressly pre-empted local voting requirements and also
provided that the proposal for annexation conform to all other requirements of the city's
ordinances.While recognizing that an area-wide annexation was not before the Council, he stated
that two things were clear: Each petition for a consensual cherry-stem annexation is heard on its
own merits and the fiscal cost considerations are very much a part of State and local land use law
when it comes to providing public facilities such as roads. For any annexation to be reasonable,
it must be demonstrated to be consistent with local or State land use criteria, citing Morsman vs.
City of Madras. Also pertinent are: statewide Goal 11 as it deals with provision of public facilities,
including roads within urban growth boundaries such as this area within Lake Oswego's USB,
and Chapter 666 of the Oregon Administrative Rules, which implements Goal 11 and provides
guidelines for cities, including costs as a factor in providing such public facilities. The City's
Comprehensive Plan, code, and implementing ordinances and policies clearly support the
efficient provision of public facilities, including transportation facilities such as roads, as well. Land
use law also provides for cities to adopt and implement a facilities plan, in Lake Oswego's case
the CIP, with cost provisions for orderly and efficient provision of services. The very issue of
concern in the September 18, 2018, Council discussion of cherry-stem annexation was about the
orderly and efficient provision of facilities. Thus, he stated, it was reasonable to interpret the
Council policy of disfavoring cherry-stem annexation to be based on land use fiscal policy
concerns such as the efficient provision of public road infrastructure; it was also in keeping with
an individualized review of cherry-stem annexation petitions based on those concerns. Also, as
the parcel already contains a house and there would be no effect on the supply of housing, the
real effect is on the orderly and efficient provision of public facilities of the cherry stem. The three
road segments are not satisfactory to meet standards for public facilities. Full reconstruction would
require a significant expenditure and hence amendment of the CIP after annexation. Revenues
from annexation would not be anywhere near sufficient to cover the costs, and the cost to City
taxpayers would be disproportionate to the return. To delay those reconstruction costs carried
risks: Deterioration of the roads could accelerate and the 20-year CIP cycle might not be able to
accommodate that, with other City projects in the wings. This was not good policy, he stated. It is
good policy to apply a cost-based approach. The City's land use ordinances provide for this and
Council is able to apply them.
• Marlynn Rust
Introducing herself as a retired teacher in the Lake Oswego School District and a 39-year resident
of Harrington Avenue, Ms. Rust indicated that she was following up on her written testimony
submitted earlier. Observing the political nature of the matter, she was addressing it strictly due
to the associated impacts for her as a property owner and neighbor. The annexation brought no
benefits but many costs to the City of Lake Oswego. Examples were cited: (1)The unsatisfactory
PCI of the streets that would come under the City's jurisdiction with annexation of the public right-
of-way. Their condition would require the City to expend funds to bring them to a satisfactory level;
do taxpayers of the City want to pay the cost to the benefit of just one homeowner? The
petitioner's property would generate$1,047 in tax revenue for the City, yet hundreds of thousands
of dollars would be incurred for street repaving and reconstruction. It would be a high priority of
Ms. Rust and the neighborhood association to ensure that work was done. She questioned the
expense to the City, as well as the extent of associated paving that would be done in front of the
property at 6073 SW Harrington Ave. Also, was the City willing to take on costs of the two
City Council Regular Meeting Minutes Page 15 of 19
November 3, 2020
additional storm facilities (Attachment B, p 5)for annexing one home? She asserted there was a
failure to notice all other 11 property owners on Harrington Ave. of the annexation, a failure of the
City to assure a democratic process; a 2008 cherry-stem annexation was unanimously opposed
in 2008, even by a petitioner, she indicated. Further, after the September 18, 2018, motion to
disallow cherry stems, nothing had been followed up on. Even if this annexation was approved,
she strongly recommended that the Council undertake development of written policies and rules
associated with cherry-stem annexation. Three of the five homeowners on SW Mellon Ave. who
were notified oppose this annexation. She was one of the 11 owners on Harrington who was not
notified, but stated her opposition to the annexation. It appeared the City's costs would exceed
the benefits associated with this annexation, and she found it hard to believe the City could
approve it if they truly were looking out for the benefit and welfare of all its citizens. Finally, she
quoted a portion of the text under Annexation in the Council Report (p 6): "The City Council
supports the policy of friendly annexation of residential areas. Annexation will be with the consent
of the owners of affected residential properties...". Approval of this annexation would be going
against their policy, she stated, and although the petitioner indicates this is a friendly annexation,
it is not.
Mayor Studebaker called for any neutral testimony. None being heard, he called for the
applicant's rebuttal.
Mr. Condit expressed agreement with staffs report about the effect of the September 18, 2018,
motion: It was interlocutory, meaning it was an interim step that directed staff to bring back a
policy, which subsequently did not pass. Therefore, the policy that is in effect is the one in the
staff report that approves friendly annexations, regardless of the effect on boundaries. Friendly
annexation, he noted, meant annexation with the consent of the property owner. As to long-term
costs, he emphasized that its Comprehensive Plan provided that the City will ultimately be
responsible for those costs. Therefore, the best plan would be to annex these territories as quickly
as possible so as to gain more tax base and perhaps the opportunity for local improvement
districts. It was a certainty that Clackamas County was not going to improve these streets to City
standards before they were annexed. He reiterated that, once the streets become part of the city,
they will be the City's maintenance responsibility, becoming an element of the CIP; the City then
decides if improvements can be made, based on consideration of need and available funding. As
discussed in his written materials, delay in addressing these costs generally does not make them
cheaper. Regarding testimony on impacts: Ms. Rust's concerns about costs were understandable,
but approval of this annexation would not have the described effect for the reasons discussed in
his testimony. In conclusion, his client had demonstrated compliance with all of the applicable
criteria, and the Council was urged to approve the annexation based on the findings in the staff
report.
Noting that this was the initial evidentiary hearing, Mr. Powell announced that any party who had
testified in this hearing might request an opportunity to present additional evidence. If they so
requested, either the public hearing would be continued to a date certain not less than seven days
after today's date or the record would remain open for at least seven days to enable the parties
to submit additional written evidence or testimony. He then asked if there was any request to hold
the record open to submit additional evidence or testimony. No requests were heard.
Mayor Studebaker closed the public hearing.
Mr. Powell announced that, unless waived by the applicant, the Council would allow the applicant
at least seven days after the record was closed to allow other parties to submit final written
City Council Regular Meeting Minutes Page 16 of 19
November 3, 2020
arguments in support of the application. Mr. Condit stated that the applicant waived the right to
submit additional rebuttal.
Councilor Nguyen moved to tentatively approve Ordinance 2852 and direct staff to present
a final ordinance with findings on November 17, 2020. Councilor O'Neill seconded the
motion.
In recalling the September-to-December, 2018, period, Councilor Manz stated that there had
been considerable discussion of cherry-stem annexation. However, Council had let the item drop
because their decision was to pursue the Southwood Park area annexation as a sort of
experiment. The Southwood annexation vote subsequently failed, but she recalled much talk
among Council members about maintaining the status quo, i.e., allowing cherry-stem annexations
as Council had been doing, rather than a determination that they were or were not allowed.
Another aspect of the overall Council conversation had related to the CIP. It was made clear to
everyone, she noted, that there would not be a re-prioritization of road repairs or other
infrastructure items for newly-annexed properties; these would be ranked as with any other CIP
projects. Based on this understanding, she found arguments about the need for immediate capital
improvements in the case of this annexation to be incorrect. As suggested by Mr. Condit, it was
incumbent on the City Council to determine a policy on cherry-stem annexation in order to avoid
having this discussion once again. She reiterated that where Council had left off in the discussion
was: Cherry-stem annexations were not desirable, but at the very least, were acceptable.
Mayor Studebaker stated that he had the same recollection. He also recalled that Council had
approved a couple of cherry-stem annexations between December of 2018 and the present time.
Mr. Espe confirmed this; though not as large as the one now before Council, there had been
some cherry-stem annexations during that period.
Councilor Wendland expressed confusion about the City's policy, in light of Mr. Kohlhoff's
testimony concerning the Council's unanimous vote against cherry-stem annexation versus Mr.
Condit's testimony that cherry-stem annexations are allowed. Mr. Powell indicated that cherry
stems were allowed. He reviewed the proceedings on September 18, 2018, noting that the motion
on that date was made to disallow cherry stems and, as Mr. Kohlhoff pointed out, the City
Manager's statement followed the motion. However, that statement, in which he clarified before
the Council that staff was taking this as preliminary direction and was to return with a detailed
policy relating to this and the other issues, preceded the vote. No Council member contradicted
the statement nor said otherwise, and the vote was taken. Staff has interpreted that to mean that
the vote was intended consistent with the City Manager's statement. Supporting that belief was
the fact that the motion as presented would not have allowed for certain exceptions, e.g., multiple
lots, and Council did want to see a comprehensive policy that embodied exceptions, other details,
and such. Then, when the policy was presented to Council, it was not voted in. Further, as pointed
out by the Mayor, Council has allowed cherry-stem annexations on a couple of occasions since.
Together, he stated that these factors provide a pretty strong indication that staff was not out of
bounds, in any event, in taking that September 18, 2018, motion as preliminary direction to come
back to Council with a policy, which was never adopted. Therefore, he concluded, at the present
time there is no prohibition on cherry stems. As he understands it, staff is processing requests
with the same sort of approach as they have all along, unless and until they hear something
different from the Council.
Councilor Wendland asked if it was true that in the September 2018 meeting Council had voted
7-0 to disallow cherry stems. Mayor Studebaker explained that it was taken in the context of the
City Council Regular Meeting Minutes Page 17 of 19
November 3, 2020
whole issue of annexation that Council was considering, e.g., getting groups of housing together
for larger annexations. Councilor Wendland indicated that he wanted more clarity about
Council's purpose or intent at that time as it preceded his service on Council. In ensuing
discussion, Mr. Powell confirmed that there had been a unanimous vote by the Council to pursue
some sort of prohibition on cherry stems; there had been a consensus to do something about
them. He reiterated that staff was to bring back a policy on it, and after it was presented, the
Council did not adopt a policy nor did it give further direction. This left the matter where it began.
Councilor Nguyen recalled discussions of the need for a policy on cherry-stem annexations over
the course of his term on the Council. Although there had been opportunities to address it in 2019
and at Council goal-setting in 2020, there was still no new policy. Therefore, he agreed with staff
that they have to work with what they have. There had been ample opportunity to enact a policy
change, and if it was important to Council, that would have been done.
Councilor O'Neill offered earlier background on issues leading to cherry stems. One factor was
the position of a former Councilor who felt he had momentum to get large neighborhoods to
support annexation. When it came to a situation where a cherry stem was needed, the City did
not have a firm policy for or against; rather, there had been a longtime policy that a property owner
wishing to annex was welcomed but was not forced to do so. That policy had consequences: the
cherry stem. After staff had brought the policy information back to Council in 2018, it had been
voted down. Council was more interested in continuing to allow the friendly annexation for any
owner who wished to annex to the City, without any restrictions, he indicated.
A roll call vote was held, and the motion passed. with Mayor Studebaker and Councilors
O'Neill, Nguyen, Wendland, and Manz voting `aye'. (5-0) Councilors Kohlhoff and LaMotte
were recused.
Mayor Studebaker called for Councilors Kohlhoff and LaMotte to rejoin the meeting.
6. INFORMATION FROM COUNCIL
Councilor Wendland reported that the Public Advisory Committee had progressed toward
reaching consensus on an intergovernmental agreement (IGA) for the Recreation and Aquatics
Center. The group had reached agreement on most aspects of the IGA, with only a few technical
points remaining before it would be presented in concept to the School Board and the City Council.
He believed it would reflect the instructions of both the School Board and Council to their staffs.
It also offered an example of Lake Oswego working together to serve city taxpayers.
Councilor O'Neill expressed thanks to the two mayoral candidates currently serving on the City
Council. He commended them for well-run campaigns and wished them good luck. These
sentiments were also extended to all of the candidates for Councilor positions. Mayor
Studebaker expressed his concurrence.
7. REPORTS OF OFFICERS
Ms. Bennett reported that representatives of the cities of Tualatin, West Linn, and Lake Oswego
had met about three weeks earlier to discuss their various intentions related to Stafford. Along
with Ms. Bennett, Lake Oswego was represented by Mayor Studebaker, Councilor Wendland,
and Mr. Siegel. Their expectations of the other cities' mindsets were largely borne out by the
meeting: Tualatin is ready to begin planning for the area and would like the support of the other
two cities; West Linn considers that unlikely. A significant disagreement among the three cities
City Council Regular Meeting Minutes Page 18 of 19
November 3, 2020
about the pace of proceeding was apparent. There was considerable discussion about tolling of
1-205 and funding for 1-205 expansion. All three cities recognized that there would be significant
turnover in their elective bodies in January 2021, so they agreed to meet again in December to
discuss how that might affect the desire to move forward.
Mayor Studebaker noted that Council members should be aware the City of Tualatin has an area
of interest that would extend to Stafford Rd. West Linn wants to have its interests go to Stafford
Rd., as well, which leaves nothing for Lake Oswego. It was made clear, he indicated, that the City
does not completely support the interests expressed by either Tualatin or West Linn. Ms. Bennett
opined that all three cities want to include Wankers Corner. While finding the discussion
fascinating, she did not believe much progress should be expected in 2020.
Councilor Wendland noted that a point of unanimous agreement was that none of the cities were
in support of tolling. They considered it a bad decision unless tolling were to be implemented
throughout the metropolitan area; it should not be focused only on 1-205. Ms. Bennett affirmed
that the meeting was very collegial. Clearly, she noted, Tualatin views the Stafford area as key to
providing much-needed land for housing, and essential for adding residents to their community.
Brief related discussion followed.
8. ADJOURNMENT
Mayor Studebaker adjourned the meeting at 5:50 p.m.
Respectfully submitted,
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Kari Linder, City Recorder
Approved by the City Council on January 5, 2021
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Joseph M; Buck, Mayor
City Council Regular Meeting Minutes Page 19 of 19
November 3, 2020