HomeMy WebLinkAboutLO HPS Task 3 Scope & Schedule 01-09-24 Lake Oswego HNA+HPS Project
HPS Scope of Work, Revised Description of Tasks and Timelines
3.1 Evaluate existing housing strategies.The consultant will review the policies and other measures
already adopted by the City for their effectiveness in promoting the development of needed housing.
The City will identify and provide all available information about existing relevant measures.The
consultant will also interview key City staff and up to eight (8) housing producers and/or service
providers to seek input on existing policies and programs, and potential new strategies for housing.This
input will be used to identify strategy alternatives to address the most housing and residential land
needs as determined in previous tasks.
Activities
• Using the DLCD housing strategies "master list" as a starting point, draft an initial menu of
strategies to consider. Identify strategies that are already being implemented by the City(most
information already provided).
• Conduct housing producer interviews
• Draft Contextualized Housing Needs Assessment
• Recommend strategies to be deleted from initial list and rationale for removal (e.g., requires
change in state or federal law, beyond level of resources available to City, minimal projected
benefit or impact, does not address needs identified in Contextualized Housing Needs
Assessment, etc.). Consultant provide initial suggestions; meeting with City staff to review and
refine.
• Summarize results in a table or matrix for review with Task Force
Timeline: Mid-August—late-September; meet with Task Force in early October
Conduct Housing Producer Interviews Aug-Sep
Draft Initial Menu of Strategies to Consider Sep 5
Draft Contextualized Housing Needs Assessment Sep 25
Table with Refined List of HPS Strategies Sep 25
HPS Task Force Meeting#4: Evaluate Existing Strategies Oct 6
CC-SS#4: Evaluate Existing Strategies Nov 7
PC-WS#4: Evaluate Existing Strategies Nov 13
3.2 Outline housing strategy alternatives, which shall be summarized in a Housing Strategy Alternatives
Memo.
The Consultant shall draft a Housing Strategy Alternatives Memo addressing any changes to the City's
comprehensive plan, public facility master plans, land use regulations,fees, and other policies and
programs, as applicable,that would be most effective in supporting the production of needed housing.
For example,the Memo might identify strategies for prioritizing infrastructure investments, amendments
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to zoning and development standards, and new incentives (regulatory or financial)to encourage the
production of needed housing, considering the results of previous tasks.
The Consultant will present the Memo to the HPS Task Force in two meetings in order to introduce the
housing strategy alternatives and receive input.The consultant will coordinate with the City on all
meeting materials and presentations with City staff, and facilitate the HPS Task Force meetings.
Activities
• Provide preliminary recommendations for strategies to pursue, building on previous tasks
• Briefly summarize:
o The purpose of the strategy
o The housing need fulfilled by the strategy
o How strategies will be implemented and by whom (i.e., is the City the lead or another
organization)
o Initial opportunities, constraints or consequences
• Present results in either table or narrative format
• Review results with Task Force (1 meeting)
Timeline: Mid-October—late-November; meet with Task Force in early December
Preliminary Recommendations to City staff Nov 6
Draft Housing Strategy Alternatives Memo Nov 27
HPS Task Force Meeting#5: Housing Strategy Alternatives Dec 8
Refine Alternatives based on HPS input Dec 11- 15
PC Materials—Draft to JN Dec 21
PC Materials—Draft to Admin Dec 27
PC Materials—Distributed Dec 29
PC Update: Housing Strategy Alternatives Jan 8
3.3 Refine housing strategy recommendations. The consultant will work with City staff and the HPS Task
Force to refine the list of alternative housing strategy options developed in Task 3.2 in an Initial Housing
Strategy Recommendations Memo, pursuant to direction from the Planning Commission and City
Council.
The Consultant shall draft a Housing Strategy Recommendations Memo with a refined list of strategies
based on input from Task 3.2.The Consultant will also attend and present this Memo at 2 HPS Task Force
meetings for review and input in order to develop a preferred list of strategies for inclusion in the HPS.
Recommended strategies will be presented to the Planning Commission and City Council for further
direction.
The City will schedule and provide notice and an agenda for each HPS Task Force meeting.The
consultant will be expected to coordinate all meeting and presentation materials with City staff, and
facilitate the meetings. The HPS Task Force may review more than one strategy option at each meeting.
The Consultant shall provide a brief paper, case study, or similar written description illustrating each
strategy, as generally outlined below.
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For the strategies that are recommended for inclusion in the City's HPS,the consultant will produce the
following for each strategy within the Initial Housing Strategy Recommendations Memo, based on the
consultant's evaluation, input from staff, and feedback gathered through outreach and engagement:
• A description of the strategy;
• Identified housing need being fulfilled and analysis of the income and demographic populations
that will receive benefit and/or burden from the strategy, including low income communities,
communities of color, and other communities that have been discriminated against, according
to fair housing laws;
• Approximate magnitude of impact, including (where possible/applicable) an estimate of
• the number of housing units that may be created, and the time frame over which the strategy is
expected to impact needed housing;
• Timeline for adoption and implementation;
• Actions necessary for the local government and other stakeholders to take in order to
implement the strategy;
• Potential cost and funding source options;
• Feasibility of the strategy based on a general assessment of opportunities and constraints.
Activities—As described above/no change
Timeline: Mid-December—mid-April; meet with Task Force in early and late February; conduct
community meeting in early March
Draft Initial Housing Strategy Recommendations Memo Jan 29-31
Task Force 6+7 Materials—Draft for_IN Feb 5
Task Force 6+7 Materials—Draft for Admin Feb 7
Task Force 6+7 Materials—Distributed Feb 9
HPS Task Force Meeting#6: Initial HPS Recommendations#1 Feb 16
HPS Task Force Meeting#7: Initial HPS Recommendations#2 Mar 1
Community Forum/Public Workshop Event Mar 14
Summary of Task Force+ public input Mar 18
CC-PC Materials—Draft to JN Mar 19
CC-PC Materials—Draft to Admin Mar 21
CC-PC Materials—Due Mar 22
CC-PC Joint Work Session: Initial Recommendations Apr 2
3.4 Draft Housing Production Strategy(HPS) Report.The consultant will prepare a first draft of a
Housing Production Strategy Report for City review and feedback.The consultant's analysis will be
informed by the recommendations contained in the HNA, and shall be developed in consultation with
the HPS Task Force, the Planning Commission, and the City Council before being synthesized into a draft
HPS.
The HPS Report is to incorporate the results of Tasks 3.1, 3.2, and 3.3, including an explanation of how
the City's existing measures and final proposed strategies help to achieve fair and equitable housing
outcomes, affirmatively further fair housing, and overcome discriminatory housing practices and racial
segregation.
HPS Report shall include:
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1. A qualitative assessment of how the strategies collectively address the contextualized housing
needs identified in the HNA and, taken collectively, will increase housing options for population
groups experiencing a current or projected disproportionate housing need, including:
• Existing City policies, codes, and programs;
• Proposed actions;
2. An explanation for any identified needs not otherwise addressed above; and
3. An outline the City's plan for monitoring progress on the housing production strategies.
Activities—As described above/no change
Timeline: Mid-April—late-July; meet with Task Force in late June
Initial Draft HPS Report Jun 3
PC/Task Force 8 Materials—Draft for JN Jun 10
PC/Task Force 8 Materials—Draft for Admin Jun 12
PC/Task Force 8 Materials—Distributed Jun 14
CC Materials—Draft for JN Jul 1
CC Materials—Draft for Admin Jul 3
CC Materials—Distributed Jul 5
HPS Task Force Meeting#8: Review Draft HPS Report Jun 21
PC-WS#7: Review Draft HPS Report Jun 24
CC-SS#7: Review Draft HPS Report Jul 16
Revise Draft HPS Report based on Task Force+CC/PC input Jul 17—Jul 29
3.5 Finalize the HPS for adoption as an appendix to the Comprehensive Plan. Following review by staff
and revisions, as needed,the consultant will produce a public review draft of the Final HPS Report for
review and comment by the HPS Task Force, Planning Commission, City Council, and other interested
parties.The consultant will summarize the HPS Task Force comments on the draft and make any minor
updates to the draft as required. Following public review and comment,the consultant will produce a
final version of the HPS Report.
The City will host one public open house or similar meeting to present and receive feedback on the key
strategies outlined in the draft HPS.The consultant will assist staff with the presentation.
Activities—As described above/no change
Timeline: Mid-July—mid-October
Final HPS Report Jul 29
PC Hearing Materials—Draft for JN Jul 31
PC Hearing Materials—Draft for Admin Aug 2
PC Hearing Materials—Distributed Aug 5
DLCD Notice Aug 5
Planning Commission Public Hearing(PC-PH) Sep 9
+Adoption of Findings Sep 23
CC Hearing Materials—Draft for JN Sep 30
CC Hearing Materials—Draft for Admin Oct 2
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CC Hearing Materials—Due Oct 4
City Council Public Hearing(CC-PH) Oct 15+Nov 5
+Adoption of Findings Nov 5 or 19
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