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CITY OF LAKE OSWEGO
Development Review Commission Minutes
June 5, 2023
The Commissioners convened at 7:00 PM.
Members Present: Chair Randy Arthur, Jeff Shearer, Bruce Poinsette, Dwight Sangrey, and
Timothy Lyons
Members Absent: Vice Chair Kirk Smith and John Dewes
Staff Present: Johanna Hastay, Interim Planning Manager; Evan Boone, Deputy City
Attorney; Evan Fransted, Senior Planner; and Cristina Siquina,
Administrative Support
REPORT ON COUNCIL ACTIVITIES – Trudy Corrigan, City Councilor
Councilor Corrigan updated members on the following recent City Council activities: a $4.8M
contract approved for the Blue Heron II Trunk Sanitary Sewer project; a $524K contract approved
for the Daniel Way Channel Stabilization project; staff's recommendations of projects to include
in Metro's 2023 Regional Transportation Plan were endorsed; an update was received on the
Sustainability and Climate Action Plan; and, a public hearing was held regarding stormwater
mitigation and related City Code items for middle housing, with a tentative approval of Ordinance
2908. Evan Boone, Deputy City Attorney, added that the mitigation items also include those for all
utility aspects of residential development (outlining more clear and objective criteria), and that
homeowners may bring a Minor Development appeal to the DRC.
MINUTES
May 15, 2023: No corrections were noted.
Commissioner Sangrey moved to approve the Minutes of May 15, 2023. Seconded by
Commissioner Shearer and passed 4:0, with 1 abstention.
FINDINGS
LU 23-0007: A request for a minor and major alterations to the main house of an historic resource
(Jantzen Estate) that includes the following:
South Façade (front): new window; replacement of existing garage doors, windows and
vent; and restoration of existing windows.
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June 5, 2023 Page 2 of 9
North Façade (lakeside, rear): new addition along the east portion; new screened porch
with metal roof; new terrace with addition below; removal of railing/skylight and
replacement with new roof; replacement of all existing windows; new windows and door
openings; and new dormers.
The applicant is also proposing removal of two trees for the construction of the alterations to the
main house.
This site is located at 1850 North Shore Road (Tax Reference 21E09AC01500). The Staff
Coordinator is Evan Fransted, AICP, Senior Planner.
Commissioner Sangrey moved to approve the Findings, Conclusion, and Order of LU 23-0007, as
provided. Seconded by Commissioner Lyons and passed 4:0, with 1 abstention.
PUBLIC HEARING
LU 23-0005: A request for the following:
Modification of a Conditional Use Permit and Development Review Permit to construct a
new middle school;
Major variances to bicycle parking and fence screening standards; and,
Removal of 52 trees for development activities.
This site is located at 2500 Country Club Road (Tax Reference 21E0500600). The Staff Coordinator
is Evan Fransted, AICP, Senior Planner.
Mr. Boone gave an overview of the public hearing process, outlined the applicable criteria and
procedures, and gave instructions for any verbal testimony given.
Mr. Boone asked DRC members to declare any ex parte contacts (including site visits), biases, or
financial conflicts. All DRC members present declared they were familiar with the site but have no
ex parte contacts, conflicts of interest, and no bias, except as follows. Chair Arthur declared that
the Seattle branch of his firm (Bullivant Houser Bailey), represented the Lake Oswego School
District (LOSD) in a now-closed matter; KPFF was found to be a party adverse to his firm's clients
in open matters; and, DKS was found to be a possible adverse party to his firm's clients in an open
matter. He stated that this would not influence his analysis during the hearing, as he was of
Counsel with the firm and had not worked on nor was familiar with any of those matters, nor did
he receive any direct financial benefit from these firm matters. There were no challenges to the
Commissioners’ rights to consider the application.
Staff Report
Evan Fransted, Senior Planner, presented the staff report.
The Lake Oswego Middle School is located on a unified site with Uplands Elementary that has
approximately 30.41 acres in size, with frontage on Country Club Road and additional vehicle
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June 5, 2023 Page 3 of 9
access on Wembley Park Road. It is zoned Public Function (PF). To the north, properties across
Country Club Road are zoned PF and include Lake Oswego High School. Abutting properties to the
south and west include Springbrook Park (zoned Park and Natural Area (PNA)) and R-10
residential dwellings. Properties to the east include River West Church and other R-10 residential
dwellings. The perimeter is lined with trees. The site slopes up from Country Club Road to a
plateau near the center of the site, where the existing middle school is located. The existing
middle school building, parking lot, and western multi-use sports facility removed and rebuilt as
part of this project. No changes are proposed to Uplands Elementary School nor to the existing
eastern softball field. A Resource Conservation (RC) District and a Resource Protection (RP)
District bisects the campus between the two school sites. No development is proposed in these
Sensitive Lands Districts.
The proposed improvements to the site include the new building, parking lot, internal pathways,
and athletic fields. The proposed building is located approximately 103.5 feet from the front lot
line along Country Club Road. Required setback to the east and west lot lines is 27 feet. The
closest portion of the proposed structure is approximately 385 feet from the east property line
and 39.8 feet from the west property line. Preferred and alternate design plans, along with
perspective drawings, were shown, and building materials were described. Maximum height
standards are met. Uplands Elementary School is approximately 600 feet from the proposed new
building and is visually separated from the middle school by a continuous row of trees. The only
connectivity between the two schools is a pedestrian pathway. Staff finds that the new building
establishes a distinct character and function from the accessory structures that will remain.
Overall, staff finds that the Applicant's narrative, along with the proposed elevations and
landscaping plans, adequately address how both building designs comply with the applicable
building design criteria and are recommended for approval.
The site contains 41% in open space and landscaping set-asides. The landscaping plan shows
numerous existing trees to meet the street tree requirement. The parking lot includes a mix of
trees and shrubs. Existing landscaping along the perimeter of the site and proposed landscaping
provides screening between the new building, parking lots, sports fields, and surrounding uses.
The landscaping mitigates the noise, lighting, and other impacts to the surrounding uses.
The Applicant proposes to remove 46 trees for proposed construction activities. The Applicant's
arborist's report states that the removal will not have a significant negative impact on erosion,
soil stability, flow of surface waters, adjacent trees, nor existing windbreaks. There are no slide
areas where unstable soil would be affected by surface waters. Fifteen of the 46 trees proposed
for removal need to be evaluated as "significant" trees. Staff finds that no feasible alternative
exists for the removal of the significant trees. Staff concludes that removal of the 46 trees
complies with the applicable criteria, with 48 mitigation trees being required (29 native species).
The landscaping plan shows that 187 will be planted, including 100 native species.
Staff finds that the Conditional Use criteria are met. Noise-generating equipment will be screened
and located approximately 128 feet from the closest residential property to the west. The
proposed on-site lighting will not create glare or spillover into adjacent residential properties. The
school will provide on-site circulation with walkways, safe loading, and ingress/egress on and to
the site. Access for vehicles and bicycles will be enhanced by a widened driveway to Country Club
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June 5, 2023 Page 4 of 9
Road. The site plan shows separate bus and vehicle loops for student drop off and pick up. The
building reconstruction will increase the student population by 50 students. A traffic analysis was
performed. This found that the queuing inside of the parking lots would not affect to the public
intersection onto Country Club Road. The project meets the required number of parking spaces.
The additional AM/PM peak trips would maintain the operation of the City's performance level of
service "E." The traffic analysis recommends providing a second northbound approach, with re-
striping to provide a dedicated left turn lane. No safety concerns were raised at the intersection
to Country Club Road, based on the crash analysis. Driveway sight lines are met. The school
operates from 9:00 AM to 3:55 PM on Monday, Tuesday, Wednesday, and Friday, and from 9:00
AM to 3:00 PM on Thursday. The proposed increase to student capacity is not expected to create
more noise that could be heard off-site than the current use.
Staff finds that the Major Variances requested should be denied, as the criteria are not met.
Compliance would not create an unnecessary hardship. The Applicant has amended the site plan
to reconfigure the bicycle parking to comply, so this denial analysis will no longer be detailed.
Regarding the modified screening allowance requested, staff finds that the evergreen hedge
screening would not prevent breaks to access gates in the fencing.
In conclusion, staff recommends approval of LU 23-0005, subject to the recommended Conditions
of Approval (COAs) and to the denial of the requested Major Variances.
Questions of Staff
Commissioner Lyons requested to see the rendering of the fencing/hedge screening location
again. He then asked which side of the fence the hedge screen would be planted on. Mr. Fransted
replied that it would be on the west side, between the fire access lane and the fence.
Chair Arthur asked for an explanation of how the plans had been revised to address the bicycle
parking requirements. Mr. Fransted indicated that this would be addressed in the Applicant's
presentation; adding that the bicycle parking would begin within 50 feet of the entrance covering.
Regarding the fence screening variance, Chair Arthur noted concerns over campus security issues
being raised; requesting the analysis of that topic being a relative factor or not. Mr. Boone
explained that they looked at the physical circumstances of the property, the purpose language,
special circumstances or conditions beyond the Applicant's control, or undue/unique hardship;
adding that the Applicant made the position that security was necessary for their use, which
equated to the use creating the need for the variance. Mr. Boone reminded members that the
fence screening requirement applies to both residential and non-residential properties.
Applicant Testimony
Tony Vandenberg, LOSD Project Manager, thanked members for considering the application, and
then shared a slide presentation (Exhibit F-009). He described the outreach and design processes
employed to-date. He challenged the screening standard because of the notion of security,
specifically; citing other schools in the district being allowed to build 8-foot fences that were
specific for security purposes (to secure the outer courtyard and pathway, keeping students
within school bounds). He explained that the additional hedge fencing would not be necessary,
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June 5, 2023 Page 5 of 9
given the amount of landscaping vegetation planned in the courtyard area and the fire access
lane that goes around the building. He cited the 2018 safety study, completed by True North,
which concluded that concealment areas were a problem for schools and should be removed, in
some cases (leading to clear lines of sight). He relayed that the School District proposed to move
the hedge screening to the west side of the fire access lane and to the east of the existing fence,
as an alternate solution. Mr. Vandenberg then described that they would add additional bicycle
parking that would meet the 50-foot distance requirement.
Questions of Applicant
Commissioner Sangrey asked for confirmation that the existing fence was a property line fence,
and that the hedge screening would be moved 25 feet to the west, away from the 8-foot security
fence. Mr. Vandenberg affirmed both.
Commissioner Lyons requested additional visuals depicting the location of the hedge screening
and the proposed mesh fence, to better understand the security aspects of the fencing. Mr.
Vandenberg noted that the ornamental picket-style fence would secure the courtyard and
buildings during school hours; adding that there would be free access to exit, but a badge or keys
would be needed to enter. Commissioner Lyons then asked staff if this was an acceptable
alternative solution. Mr. Fransted explained that this standard was always applied requiring that
the screening be adjacent to/in close proximity to the installed fence.
Chair Arthur inquired whether the fire lane access width change from 20- to 12 feet changed
staff's analysis. Mr. Fransted responded that it would not change that analysis. Chair Arthur then
asked if the hardship criterion was not met, would members be constrained to approve the
application without the fence. Mr. Boone pointed to there being two questions; the first being
whether an evergreen hedge, which was 12 feet from a fence, screened the fence (clear and
objective evidence); and if not, they would then return to look at the variance question (design
and usage).
Commissioner Lyons asked Mr. Vandenberg whether the hedge would be an evergreen. Mr.
Replied that it would be a western red cedar hedge. Commissioner Lyons then asked staff of that
was a commonly-used species for hedge screening. Johanna Hastay, Interim Planning Manager,
replied that it was, as long as it was planted close together, maintained as a hedge, and topped
regularly; pointing to Applicant’s screening proposal as incorporating not only a physical
separation but also a use separation with the 12-foot fire access lane.
Commissioner Shearer requested the Applicant's analysis of the code. Mr. Vandenberg stated
that they did review the code in detail but saw differences there, specifically, students being the
occupants and from what they were screening. He then added that they could have designed the
building in a completely different configuration; yet, they would have gone against design
standards that evolved since the last school that was built. He opined that they did the best they
could with the design, given the buildable space available to them.
Commissioner Sangrey inquired after the source of the criterion regarding the necessity for the
security fence to be 8 feet tall, and whether that was broadly accepted by the City as necessary to
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June 5, 2023 Page 6 of 9
secure a school environment. Mr. Vandenberg acknowledged that the perimeter fencing, at the
schools in the LOSD, was typically 6 feet in height; however, when closer to the building, they
utilized 8-foot fencing to create a secure area, as recommended by their security consultant, True
North, because 6-foot fencing was easy for middle-schoolers to climb.
Commissioner Shearer inquired whether the existing fence was owned by the School District or
the property owner. Mr. Vandenberg answered that some sections were owned by the residential
properties and others were owned by the District; adding that discussions were in process
regarding the replacement of sections of fencing in need of replacing. Commissioner Shearer
asked staff to discuss the lack of a stated required distance between the fence and the hedge. Mr.
Fransted acknowledged that there was no set distance written in the code but argued that if 12 to
20 feet were allowed, what about more (a single lay-away was not given here). Mr. Boone
reiterated the point of there being two questions in this instance -- screening versus design and
usage; adding that the staff report indicated that staff was sympathetic with the concerns of the
Applicant and that they think that a code amendment was necessary (two suggestions outlined:
modify the Minor Variance classification for fence variances or an amendment to add distance or
use requirements, to be implemented by the City Council).
Commissioner Lyons requested confirmation that the Applicant felt that the mesh fence would be
screened from view by the 6-foot hedge. Mr. Vandenberg answered that it would be screened by
existing trees and shrubs, and that they would plant another row of evergreen screening.
Commissioner Sangrey questioned how the view would be screened for those looking from the
inside out. Mr. Boone relayed that the legislative history would support the interpretation that
screening was from the outside of the property line viewer, and that the purpose of the land use
standard was not to tell a property owner how to internally manager their property for their own
purposes, rather, it was to deal with the off-site impacts; adding that staff applied this looking for
a clear and objective interpretation of what "screening" means (e.g., the further away, the more
factually ambiguous the question of whether someone can see around the corner or down a view
angle). Staff agreed that they have applied "close proximity" to mean within 5 feet of the fence.
Mr. Boone detailed the three applicable Major Variance criteria; explaining that the first
(unnecessary hardship) had four considerations, and that the second (injurious to the
neighborhood) had three considerations. He then noted that not all considerations must be met
for a Major Variance to be approved.
Chair Arthur requested more detail regarding the four trees that would be removed to increase
the pathway. Mr. Vandenberg stated that the utilities going into the driveway and pathway
required the removal of the trees. He added that this type of pathway had never been available
to students in the past. Chair Arthur then asked if there was only one student entry. Mr.
Vandenberg replied that there were two entries, and that the main student entry would lock
down at the ring of the bell, while the secure visitor entry would remain open. Chair Arthur
inquired when the construction would begin and end for this project. Mr. Vandenberg outlined
the expected timeline (bidding in the fall, construction to begin June 2024, and completion two
years later), with money being the factor in the decision regarding the final design. In response to
Chair Arthur's next question, Mr. Vandenberg noted that the Uplands Elementary School will
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June 5, 2023 Page 7 of 9
continue to be used as a "swing" school, housing other schools' students during
remodels/rebuilds, for the near future.
Commissioner Lyons asked if peak trips were considered in the design of the drop off/pick up
loops (where buses were shown to loop around). Mr. Vandenberg explained that the buses loop
around staff parking only, and that there was enough queue space to accommodate the parents
in their automobiles; adding that they were continuing to educate parents on the single-entry
point to correct some behavior.
Mr. Vandenberg pointed to COA B.10.a, regarding plant sizes; requesting that the language be
modified to say, "...a minimum 1-gallon size..." because of the difficulty maintaining the larger
shrubs (as was their experience at Lakeridge Middle School). He then remarked that if they were
required to do the fence screening, they would; agreeing that a change to the code should be
proposed.
Public Testimony
In Opposition
Mr. Boone explained that there would be five minutes allowed for testimony.
Nancy Osborne, 1217 Laurel Street, Lake Oswego, OR 97034, expressed her appreciation for the
building and lighting design. She stated that she was dismayed to see a yellow ribbon around a
beautiful Copper beech tree (#6566), which sat on a knoll near the campus accessibility pathway.
She shared that she had admired the tree for many years, as she passed it on her daily walks with
her dog. She disagreed with staff's analysis that this shade tree needed to be removed to install a
meandering pathway with stone benches, given that the students would then be sitting on the
benches in the hot sun. She requested that the pathway direction be adjusted to meander near
and underneath the beech tree, in order to save it. Ms. Osborne then pointed to the arborist
report which misstated that there was more than one beech tree on the property.
Applicant Rebuttal
Cami Culbertson, Principal and Landscape Architect at Range Studio, LLC, expressed that she, also,
wanted to keep the beautiful beech tree; explaining that due to the gradients needed to build an
ADA accessible path to the entrance, they designed the pathway to remove the fewest trees
possible and to give the most direct route (other designs would remove more trees). She then
explained that there was 27 degrees of grade change between Country Club Road and the visitor
parking lot.
Deliberations
Mr. Boone asked if anyone wished to submit additional new testimony or if the Applicant wished
to submit a final written argument. No such requests were made. Mr. Boone instructed Chair
Arthur to proceed to deliberations.
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June 5, 2023 Page 8 of 9
Commissioner Sangrey asked staff if the request to modify COA B.10.a was acceptable. Mr.
Fransted agreed that the size of the shrub could be modified to 1-gallon containers, as long as the
density was maintained, and that Planning staff held the final approval of the landscaping plan.
Commissioner Lyons shared that he found the fence screening requirement bothersome in this
instance, but did not think that the Applicant met their burden to show that staff should grant a
Major Variance, as the hardship existed but was created by the use. He indicated that he could
not vote in favor of granting the Major Variance.
Commissioner Shearer agreed with the prior recommendation that the District work with the City
to propose a code amendment to the screening requirement over the next two years.
Chair Arthur stated that he was in favor of the application, that he agreed that the requirements
for the Major Variance on the hedge had not been met, and that the DRC could not, on its own
initiative, waive the standards and requirements.
Commissioner Shearer moved to approve LU 23-0005; excepting COA B.10.a (this will be adjusted
to a 1-gallon plant size, upon staff review and approval of the final landscaping plan) and denying
both Major Variance requests. Seconded by Commissioner Sangrey and passed 5:0. Mr. Boone
instructed staff to return the Written Findings, Conclusion, and Order on Wednesday, June 21,
2023, at 7:00 PM.
SCHEDULE REVIEW AND MANAGEMENT UPDATE
Ms. Hastay updated DRC members on upcoming meetings:
June 21, 2023 (Wednesday, due to the City holiday) has tonight’s Findings, the Habitat for
Humanity townhome DR Permit, work sessions regarding administrative issues, and the
Celebration for departing Commissioners.
July 3, 2023 has the findings from the Habitat for Humanity CUP hearing.
Ms. Hastay confirmed that Commissioners Shearer and Smith were leaving at the end of their
terms, and that staff is still planning a Celebration of Service. Ms. Hastay relayed that staff admin
Kat Kluge wished to pass along her own gratitude to the departing Commissioners. Interviews for
two new Commissioners were in process. Ms. Hastay requested that members email their
availability to her for the July 3, 2023 meeting.
ADJOURNMENT
Chair Arthur adjourned the meeting at 8:50 PM.
Respectfully submitted,
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June 5, 2023 Page 9 of 9
/s/
Kat Kluge, Administrative Support