HomeMy WebLinkAboutAgenda Packet - 2025-06-02AGENDA
Municipal Grants Subcommittee
Monday, June 2, 2025
10:00 – 11:00 a.m.
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Staff Contact: Quin Brunner, qbrunner@lakeoswego.city
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1. CALL TO ORDER
2. APPROVAL OF FY26 PROGRAM DESCRIPTIONS & ALLOCATIONS (20 mins)
Historic Preservation and Education Grants ($25k)
Social Service Grants ($30k)
Council Goal Grants ($75k)
3. PREVIEW OF FY26 ADMINISTRATIVE PROCESS (10 mins)
Quin Brunner
4. NEXT STEPS (5 mins)
Quin Brunner
5. ADJOURNMENT
Next Meeting: June 16, 2025 at 10:00 a.m.
ATTACHMENTS
• Historic Preservation and Education Grants Description
• Social Service Grants Description
• Council Goal Grants Description
Historic Preservation and Education Grants
2025-2026 Page 1 of 5
Overview
Historic Preservation Grants support projects aimed at preserving, restoring, or rehabilitating
properties on the City’s Landmark Designation List. The Historic Education Grant structure
serves to elevate community awareness of the forces, events, and stories that shaped Lake
Oswego through the creation of educational materials and programs.
2025-26 Allocation: $25,000
Eligibility
Historic Preservation Grants. Grants to preserve, restore, or rehabilitate historic structures will
only be awarded to the owners of property on the City’s Landmark Designation List or the
National Register. Please contact Paul Espe in Planning and Building Services at
pespe@lakeoswego.city or (503) 697-6577 to determine if your house or building is on the
Landmark Designation List (LDL). Structures that are not on the LDL are not eligible.
Historic Education Grants. Historic Education Grants may be awarded to any individual, group,
or entity that applies for funding to execute a local history project or program. Preference will
be given to entities with strong community ties (residents, Neighborhood Associations, Lake
Oswego-based non-profits, local businesses).
Funding Priorities
The Historic Resources Advisory Board strives to balance funding awards between Historic
Preservation projects and Historic Education projects. Awards are generally capped at $5,000
per project, exceptions will be considered.
Within the Historic Preservation Grant category, requests will be prioritized as follows:
First Priority – Preservation: focuses on the maintenance and repair of existing historic
materials and retention of a property’s form as it has evolved over time. Appropriate
expenditures include: sash repair, roof and gutter repair, removing artificial or
inappropriate siding from the house and restoring with appropriate siding. Preference
will be given to projects that do not require Historic Design Review.
Second Priority – Restoration: involves removing past alterations to restore a property
to its appearance at a particular period of time in its history. Restoration includes
projects that repair, or replace in-kind, deteriorated historic features. Funding is also
available for projects that preserve the integrity, safety, and stability of the building
Historic Preservation & Education Grants
Staff Contact: Paul Espe
pespe@lakeoswego.city (503) 697-6577
DRAFT2
Historic Preservation and Education Grants
2025-2026 Page 2 of 5
elevations. Examples of projects include, but are not limited to: decorative features,
porch parts, columns, stairs, balusters/handrails, newel posts, porch flooring and porch
roofs, windows, doors, siding, foundations and chimneys. Restoration in this category
would generally not require Historic Design Review.
Third Priority – Rehabilitation: acknowledges the need to alter or add features to a
historic building to meet changing needs while retaining the property’s historic
character. Rehabilitation includes projects that remove incompatible features,
alterations or additions and/or restoring missing or altered historic features on facades.
Historic Preservation Grant - Project Details
Potential projects include, but are not limited to the following: removing larger incompatible
features and replacing documented missing features such as gables, porches, porch newel posts,
balusters or eave brackets with features compatible with the style. Replacing inappropriate
windows or doors (aluminum, vinyl, non-wood) with wood windows or doors compatible with
the architectural style. Rehabilitation projects usually involve the replacement of larger historic
elements based on interpretation of the historic record and would likely be considered minor
alterations that require Historic Design Review.
Historic Preservation Grant Criteria
1. Grants must have a minimum match of 50%. Personal labor or “sweat equity” may
count towards your match and will be credited at the current minimum wage (unless
you are a licensed contractor). The cost of tools may not count toward your project
budget. Two itemized contractor’s estimates must be included with your application.
Grant funds will be reimbursed to the owner only when the project is complete and
receipts documenting all expenses are provided.
2. All work must be performed on the exterior of the structure, and cannot be new
construction or an addition.
3. Projects must meet the Secretary of Interior Standards (see below) for Rehabilitation
and must be consistent with Lake Oswego Code, Chapter 58 (Historic Preservation).
4. The repair and/or restoration of missing or altered historic features requires accurate
replication of composition, design, texture and other visual qualities substantiated by
original plans, photographs or other physical evidence.
5. Grants are not awarded for materials already purchased or for work that is already in
progress or completed.
6. Grants are not awarded for projects that solely involve repainting or change in paint
color. Painting may be a part of the repair and preparation.
7. Before and after photographs must be submitted in electronic format (PDF or JPEG) to
document the project.
8. The site is subject to inspection during the rehabilitation by Historic Resources Advisory
Board (HRAB) members and/or staff to determine compliance with required design
standards.
9. The applicant must also obtain any necessary building permits (if required).
Historic Preservation and Education Grants
2025-2026 Page 3 of 5
10. Any contractor performing work on the project must be licensed and bonded for that
type of work.
11. All receipts and documentation of expenditures must be submitted with photographs of
the completed project for reimbursement prior to July 6, 2026.
Secretary of the Interior’s Standards for Rehabilitation (additional guidelines and other
information available at http://www.nps.gov/tps/:
1. A property will be used as it was historically or be given a new use that requires minimal
change to its distinctive materials, features, spaces and spatial relationships.
2. The historic character of a property will be retained and preserved. The removal of
distinctive materials or alteration of features, spaces and spatial relationships that
characterize a property will be avoided.
3. Each property will be recognized as a physical record of its time, place and use. Changes
that create a false sense of historical development, such as adding conjectural features
or elements from other historic properties will not be undertaken.
4. Changes to a property that have acquired historic significance in their own right will be
retained and preserved.
5. Distinctive materials, features, finishes and construction techniques or examples of
craftsmanship that characterize a property will be preserved.
6. Deteriorated historic features will be repaired rather than replaced. Where the severity
of deterioration requires replacement of a distinctive feature, the new feature will
match the old design, color, texture and where possible, materials. Replacement of
missing features will be substantiated by documentary and physical evidence.
7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest
means possible. Treatments that cause damage to historic materials will not be used.
8. Archeological resources will be protected and preserved in place. If such resources must
be disturbed, mitigation measures will be undertaken.
9. New additions, exterior alterations or related new construction will not destroy historic
materials, features and spatial relationships that characterize the property. The new
work shall be differentiated from the old and will be compatible with historic materials,
features, size, scale, proportion and massing to protect the integrity of the property and
its environment.
10. New additions and adjacent or related new construction will be undertaken in such a
manner that, if removed in the future, the essential form and integrity of the historic
property and its environment would be unimpaired.
Historic Preservation and Education Grants
2025-2026 Page 4 of 5
Historic Education Grant - Project Details
Potential projects include, but are not limited to the following: developing wayfinding signs,
reader boards, information kiosks, site markers, street sign toppers, oral history programs,
neighborhood tours, or other projects that would help to identify broad patterns of the events
that helped to shape Lake Oswego. Information could be drawn from various resources form
the mid-century modern period, Iron Industry agricultural heritage or other historic trends that
characterizes the city’s historic context.
Historic Education Grant Criteria
1. Projects must provide a public benefit to the Lake Oswego community. Projects
providing neighborhood benefit and applied for by City-recognized Neighborhood
Associations will receive funding priority over homeowner associations and other
groups.
2. For physical installations, projects should be located on public land within the
boundaries of a City-recognized Neighborhood Association. Physical improvements
located on private land in a publicly-prominent location may be eligible on a case-by-
case basis.
3. For physical installations, applicants must have the support of the Neighborhood
Association in which the project will take place.
4. Applicants must identify and provide detail on who will be responsible for completing
the work. This should include the project coordinator(s) and the role of any consultants
or vendors, for each element of the proposal.
5. Groups interested in applying for a grant are required to review their project with the
grant program coordinator prior to application submittal, and are strongly encouraged
to contact the coordinator early in the process to discuss initial ideas. All grant
applicants must include email correspondence in their application materials to confirm
that they have reviewed their project with the grant program coordinator. Applicants
must also include email correspondence to confirm that they have coordinated with
other relevant contacts based on project type (i.e. the Parks Department if an
installation will take place in a park).
6. Qualifying projects in neighborhoods that have not previously received a grant may
receive priority over neighborhoods that have received recent awards. Projects that
leverage matching funds or in-kind contributions may also be prioritized.
7. Be aware, in order to ensure accountability for public funds granted through the grant
process, grant recipients are expected to have the capacity (capital or credit) to make
their own purchases, follow the grant requirements, and request reimbursement from
the City. Projects must be completed before reimbursements are processed. Partial
reimbursement requests will not be considered.
Historic Preservation and Education Grants
2025-2026 Page 5 of 5
Distribution of Funds
The City will issue an award letter to all grant recipients outlining the grant amount, reporting
requirements, and the method for accessing funds. For institutional applicants (non-profits and
other legal entities) the City will often issue a check. For individual applicants (including those
that represented a Neighborhood Association), the City generally will reimburse expenses. In
many cases, grant recipient will be required to submit itemized receipts, an impact statement,
and/or photos for publication.
Please direct any questions to Paul Espe, Associate Planner at pespe@lakeoswego.city or
(503) 697-6577.
Social Service Grants
2025-2026 Page 1 of 1
Overview
Social Service Grants fund nonprofits that provide foundational support to Lake Oswego
residents. Examples of eligible organization types include those focused on violence prevention
and the provision of basic needs.
Applications open July 1, 2025 and close August 31, 2025.
2025-26 Allocation: $30,000
Eligibility
Applicants must be 501(c)3 nonprofits serving Lake Oswego residents.
Organizations with existing formal relationship with the City (contracts, sponsorship
agreements, recipient of another active grant) may not receive additional funding through this
program.
Parameters
Applicants must provide a service that enhances the lives of under-resourced community
members. Applicants may define relevant performance metrics, but they must be able to
provide an accurate number of Lake Oswego residents served by their organization.
The maximum award will not exceed $10,000.
Distribution of Funds
The City will issue an award letter to all grant recipients outlining the grant amount, reporting
requirements, and the method for accessing funds. For institutional applicants (non-profits and
other legal entities) the City will often issue a check. For individual applicants (including those
that represented a Neighborhood Association), the City generally will reimburse expenses. In
many cases, grant recipient will be required to submit itemized receipts, an impact statement,
and/or photos for publication.
Please direct all questions to Quin Brunner, qbrunner@lakeoswego.city (503) 675-2543
Social Service Grants
Staff Contact: Quin Brunner
qbrunner@lakeoswego.city (503) 675-2543
DRAFT2
Council Goal Grants
2025-2026 Page 1 of 2
Overview
Council Goal Grants support independently organized initiatives to advance the Lake Oswego
City Council’s Annual Goals.
Applications open July 1, 2025 and are due August 31, 2025.
2025-26 Allocation: $75,000
Eligibility
Any individual, group, or entity that intends to execute an initiative advancing at least one of
the Lake Oswego City Council’s Goals is eligible to apply. Preference will be given to entities
with strong community ties (residents, Neighborhood Associations, Lake Oswego-based non-
profits, local businesses).
Proposals must be for specific, time-bound initiatives. Only costs associated with completion
of an approved project will be reimbursed.
Ineligible
• Proposals for operating funds, unrestricted contributions to fundraising campaigns, or
general organizational sponsorship are ineligible.
• Projects that provide private benefit disproportionate to public benefit (resources only
accessible to a few residents, profit) will not be approved.
• Events that receive grants three years in a row should be brought to the attention of the
Parks & Recreation Department. The Parks & Recreation Department may choose to
enter into a sponsorship agreement with an organizing entity to establish ongoing
support for signature community events.
• Organizations with an existing formal relationship with the City (contracts, sponsorship
agreements, or other active grants) related to the project or event for which they are
requesting support may not receive additional funding through this program.
Proposal Parameters
Applicants must convincingly articulate how their proposal will support the advancement of at
least one City Council Goal. Proposals must be for a specific initiative (not general
organizational support) and must have an estimated completion date within 12 months of the
award date.
Council Goal Grants
Staff Contact: Quin Brunner
qbrunner@lakeoswego.city (503) 675-2543
DRAFT2
Council Goal Grants
2025-2026 Page 2 of 2
Proposal Parameters Continued
Enhancement projects initiated by Neighborhood Associations, previously funded through the
Neighborhood Enhancement Program, are eligible for funding through the Council Goal Grants
so long as they comply with all other grant criteria. Operating expenses pre-approved for
reimbursement through the Funding for Neighborhood Associations program will not be funded
through this program.
Emergency preparedness initiatives are eligible for funding through the Council Goal Grants
(see Council Goal “Ensure a safe, secure, and prepared community.” Examples of eligible
proposals include using the Be 2 Weeks Ready curriculum to organize a new/existing group,
hosting trainings or speakers, developing neighborhood emergency response plans, and
purchasing supplies for earthquake caches. Requests focused on individual preparedness (i.e.
home reinforcement, food/water caches) are ineligible.
Limitations. Grant awards do not imply any other form of approval by the City. Applicants
remain responsible for complying with all necessary permitting and licensing requirements
required to successfully complete the proposed initiative. No in-kind support will be provided
by City staff as a result of this award; this includes waiving City fees, expediting related
applications, or providing professional consulting beyond the scope offered to the general
public.
Award Size. Generally, the maximum award will not exceed $2,500. Exceptions up to $5,000
may be considered.
Distribution of Funds
The City will issue an award letter to all grant recipients outlining the grant amount, reporting
requirements, and the method for accessing funds. For institutional applicants (non-profits and
other legal entities) the City will often issue a check. For individual applicants (including those
that represented a Neighborhood Association), the City generally will reimburse expenses. In
many cases, grant recipient will be required to submit itemized receipts, an impact statement,
and/or photos for publication.
Please direct all questions to Quin Brunner, qbrunner@lakeoswego.city (503) 675-2543