HomeMy WebLinkAbout1-Staff Report 08-26-25 PCPH 09-08-25 LU 25-0001
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STAFF REPORT
CITY OF LAKE OSWEGO
PLANNING AND BUILDING SERVICES DEPARTMENT
I. APPLICANT'S REQUEST
The City of Lake Oswego is proposing to amend its Comprehensive Plan to explicitly make
Affirmatively Furthering Fair Housing (AFFH) a City housing policy.
II. APPLICABLE REGULATIONS
A. Oregon Statewide Planning Goals
Goal 2: Land Use
Goal 10: Housing
B. Metro Urban Growth Management Functional Plan [Metro Code 3.07]
Title 7: Housing Choice [Metro Code 3.07.710 - .740]
Title 8: Compliance Procedures [Metro Code 3.07.810 - .870]
E. City of Lake Oswego Comprehensive Plan
Complete Neighborhoods & Housing
Policy B-1
First Addition – Forest Hills Neighborhood Plan
Housing, Land Use, and Neighborhood Character Policy 7
Lake Grove Village Center Plan
Land Use Policy 4.2
F. City of Lake Oswego Community Development Code
LOC 50.07.003.3.c Notice of Public Hearing
LOC 50.07.003.4 Hearings before a Hearings Body
APPLICANT
City of Lake Oswego
FILE NO.
LU 25-0001, Ordinance 2967
LOCATION
Citywide
STAFF
Erik Olson, Long Range Planning Manager
DATE OF REPORT
August 28, 2025
PLANNING COMMISSION HEARING DATE
September 8, 2025
Planning Commission Public Hearing Page 2 of 7 LU 25-0001
September 8, 2025
LOC 50.07.003.16.a Legislative Decision Defined (Quasi-judicial Comp. Plan Map,
Zone Map, and CDC Amendments to be processed via Major
Developments Procedures)
LOC 50.07.003.16.c Required Notice to DLCD
LOC 50.07.003.16.d Planning Commission Recommendation Required
LOC 50.07.003.16.e City Council Review and Decision
III. BACKGROUND AND DISCUSSION
Title VIII of the Civil Rights Act, also known as the federal Fair Housing Act (codified at 42 U.S.C.
3601-3619), was enacted by the United States Congress in April of 1968 and has been further
clarified by the Federal Department of Housing and Urban Development (HUD) in subsequent
rules. The Fair Housing Act makes it unlawful to discriminate against people seeking to obtain
housing, and covers a wide range of housing-related activities including renting, selling, lending,
zoning and providing insurance. The law includes provisions related to AFFH, requiring entities
who receive federal funds to use a fair housing lens in viewing all their activities — including
zoning, land use, code enforcement, and sustainability planning. The intent is to ensure that none
of these activities will have a negative impact on protected classes, diversity, and inclusion, while
also eliminating any remaining patterns of housing discrimination.
More specifically, AFFH includes taking steps to:
Address significant disparities in access to community assets;
Overcome segregated living patterns and support and promote integrated communities;
End racially and ethnically concentrated areas of poverty; and
Foster and maintain compliance with civil rights and fair housing law.
On November 19, 2024, the City Council approved Resolution 24-36 to adopt the Housing
Production Strategy (HPS) as a component of the Comprehensive Plan to meet the requirements of
ORS 197.296 and OAR 660-008-0050 [Oregon House Bill 2003 (2019)]. The HPS identifies Fair
Housing Policy and Education as a strategy for near-term adoption, including both the adoption of
legislative amendments to the Comprehensive Plan to explicitly make AFFH a Housing Policy as well
as education and other actions to increase access to fair housing information.
Per the HPS, the Fair Housing and Education strategy (Strategy 13) is intended to benefit priority
populations – including low-income households, people of color, people with disabilities, seniors,
and other state or federal protected classes – by:
Formalizing the City’s commitment to fair housing goals;
Facilitating a better understanding of fair housing issues in the community; and
Educating City staff, housing stakeholders, and community members about fair housing
laws and residents’ rights.
Though the City is required to comply with state and federal fair housing laws regardless of whether
an AFFH policy is formally adopted, the strategy is nonetheless anticipated to provide additional
protections against housing discrimination and bolster the City’s focus on prioritizing housing equity
and affordability in its housing programs and investments.
Planning Commission Public Hearing Page 3 of 7 LU 25-0001
September 8, 2025
The proposed Comprehensive Plan amendment is included in Attachment 2 to Ordinance 2967,
Exhibit A-1. The proposed amendment would add a new policy – Policy B-5 – to the Housing
Choice and Affordability section of the Complete Neighborhoods and Housing chapter of the
Comprehensive Plan to explicitly make AFFH a City Housing Policy.
While the draft amendment is similar to the version discussed at the City Council’s July 15 work
session, the revised version addresses direction from the Planning Commission at their study
session on July 28 to clarify that AFFH policies are not limited in applicability to protected
classes, and must be applied to other populations as well. More specifically, the resulting
change modifies the language at the end of the policy from, “for protected classes” to, “for
populations including, but not limited to, people in classes protected under state and federal
fair housing regulations.”
Public Engagement
City staff offered numerous opportunities for public engagement and comment on the adoption of
the HPS in Fall 2023 through Fall 2024, drafts of which always included a strategy to adopt
legislative amendments to the Comprehensive Plan to explicitly make AFFH a City Housing Policy.
These opportunities occurred through several avenues and public events , including an Online
Open House survey, a “Community Forum” event, five Planning Commission meetings, two City
Council study sessions, one joint meeting with both the Planning Commission and Council, and five
meetings of the City-appointed Ad-Hoc Housing Production Strategy Task Force (“Task Force”) per
Resolution 22-30, charged with providing high-level policy guidance to the Planning Commission
and City Council on their efforts to comply with HB 2003.
The following opportunities were provided for public comment specifically related to the
currently-proposed adoption of Comprehensive Plan amendments to make AFFH a City Housing
Policy:
On January 27, a work session was held at the Planning Commission that included an
overview of AFFH policy from Samuel Goldberg, Public Policy Manager at the Fair Housing
Council of Oregon (FHCO);
On May 28, 2025, a second work session was held at the Planning Commission with
another brief update on the project as part of a work session on HPS implementation more
broadly;
On July 15, 2025, a study session was held at City Council where they received a general
overview of AFFH from Shyle Ruder, Education and Outreach Director at FHCO, and
provided direction regarding draft Comprehensive Plan amendments;
On July 28, 2025, a third work session was held at the Planning Commission to provide
more detailed direction to staff regarding proposed Comprehensive Plan language.
Additionally, the City maintains a project website that describes the project, includes project
updates, and allows the public to access draft documents as they become available.
Planning Commission Public Hearing Page 4 of 7 LU 25-0001
September 8, 2025
IV. NOTICE OF APPLICATION
A. Newspaper Notice: On August 27, 2025, public notice of the proposed Comprehensive
Plan amendment and Planning Commission public hearing will be published in the Lake
Oswego Review.
B. DLCD and Metro Notices: Pursuant to ORS 197.610 and LOC 50.003.07.16.c, staff has
provided notice of the proposed amendments to DLCD. Staff notified Metro as required
by Metro Code 3.07.820(a).
V. COMPLIANCE WITH APPROVAL CRITERIA
A. OREGON STATEWIDE PLANNING GOALS
Amendments to the Lake Oswego Comprehensive Plan must comply with Oregon’s
Statewide Planning Goals and Guidelines (OAR Chapter 660 Division 15) when amending the
Comprehensive Plan policies, and must also comply with the existing Comprehensive Plan
policies.
Goal 2: Land Use – The City of Lake Oswego has a state-acknowledged Comprehensive
Plan. Section B of this report describes findings and conclusions that the
proposed Comprehensive Plan amendment is consistent with applicable
procedures and applicable goals and policies of the City’s Comprehensive Plan.
Goal 10: Housing – The proposed Comprehensive Plan amendment was developed in
compliance with statewide planning policies that govern planning for housing
and residential development, including Goal 10 (Housing), OAR 660 Division 7
(Metropolitan Housing), and OAR 660 Division 8 (Interpretation of Goal 10
Housing). The Comprehensive Plan amendment is being proposed to reflect the
findings of the City’s 2023 HNA and community values and priorities that were
heard during the HPS project outreach. Additional findings regarding Housing
can be found in Section B of this report.
Conclusion: The proposed Comprehensive Plan amendment is consistent with all applicable
Oregon Statewide Planning Goals. For the reasons stated above, the proposed
Comprehensive Plan amendment is established on a factual basis, is consistent with existing
City policies, and has been sufficiently coordinated with needed housing in the Metro
region, in accordance with OAR 660-008-030(1).
B. METRO CODE
Metro Urban Growth Management Functional Plan, Title 7: Housing Choice [Metro Code
3.07.710 - .740]
Title 7 of Metro’s Urban Growth Management Functional Plan is designed to ensure the
production of affordable housing in the Metro UGB. Each city and county within the Metro
region is encouraged to voluntarily adopt an affordable housing production goal and is
Planning Commission Public Hearing Page 5 of 7 LU 25-0001
September 8, 2025
required to ensure that their comprehensive plans and implementing ordinances include
strategies to:
Ensure the production of a diverse range of housing types;
Maintain the existing supply of affordable housing, increase opportunities for new
affordable housing dispersed throughout their boundaries; and
Increase opportunities for households of all income levels to live in affordable
housing (3.07.730).
Findings: These requirements are intended to ensure that Lake Oswego’s implementing
ordinances include strategies to ensure the production of a diverse range of housing types
and increase opportunities for new affordable housing dispersed throughout the City. The
proposed Comprehensive Plan amendment furthers the City’s compliance with Title 7 by
implementing one of the strategies identified in the HPS to promote the development of
needed housing. This Comprehensive Plan amendment will lay the foundation for future
actions and implementation measures aimed at increasing opportunities for households of
all income levels to live within Lake Oswego in affordable housing.
Metro Urban Growth Management Functional Plan, Title 8: Compliance Procedures [Metro
Code 3.07.810 - .870]
Section 3.07.820 of this title requires that at least 35 days prior to the first evidentiary
hearing on an amendment to a comprehensive plan, or land use regulation, that the City
submit the proposed amendments to Metro. Metro may review the amendments and can
request that the City provide an analysis of compliance with the Functional Plan.
Findings: The City submitted the proposed amendments to Metro on August 4, 2025, 35
days prior to the first evidentiary hearing scheduled for September 8, 2025.
Conclusion: The proposed Comprehensive Plan amendment will increase the likelihood that
development of needed housing will occur that meets the housing needs identified in the
2023 HNA, and will directly implement one the strategies outlined in the City’s HPS. The
proposal is consistent with Title 7 Housing Choice and Title 8 Compliance Procedures as
described in the findings herein.
C. CITY OF LAKE OSWEGO COMPREHENSIVE PLAN
Staff has identified the following Comprehensive Plan Policies applicable to this proposal. Following
each policy or group of policies is a response:
Complete Neighborhoods and Housing - Housing Choice and Affordability:
Policy B-1: Provide and maintain zoning and development regulations that allow the
opportunity to develop an adequate supply and variety of housing types, and that
accommodate the needs of existing and future Lake Oswego residents.
Findings: The proposed Comprehensive Plan amendment was specifically developed as
part of the action plan outlined in the City’s HPS to increase housing supply over a 20-
year time period though the development of the types of housing that meet the city’s
Planning Commission Public Hearing Page 6 of 7 LU 25-0001
September 8, 2025
current and future housing needs. The adoption of the proposed Comprehensive Plan
amendment and the subsequent implementation of this policy will encourage more
opportunities for increased housing supply and the development of a variety of housing
types. This policy is met.
Neighborhood Plans
First Addition Neighbors and Forest Hills Neighborhood Plan
Housing, Land Use, and Neighborhood Character Policy 7: Encourage a variety of housing
types within First Addition/Forest Hills that is compatible with neighborhood character and
design.
Finding: This policy is intended, in part, to encourage a variety of housing types within
the First Addition / Forest Hills neighborhood, along with other neighborhoods
throughout the City. The proposed Comprehensive Plan amendment would establish a
new City Housing Policy that would, among other things, serve to ensure that future City
land use actions enhance housing choice for populations including, but not limited to,
people in classes protected under state and federal fair housing regulations. This policy
is met.
Lake Grove Village Center Plan
Policy 4.2: Preserve and increase the number of high density housing units and provide a
range of housing opportunities.
Finding: This policy is intended, in part, to encourage a variety of housing types within
the Lake Grove neighborhood, along with other neighborhoods throughout the City. As
stated above, the proposed amendment would establish a new City Housing Policy that
would, among other things, serve to ensure that future City land use actions enhance
housing choice for populations including, but not limited to, people in classes protected
under state and federal fair housing regulations. This policy is met.
D. CITY OF LAKE OSWEGO COMMUNITY DEVELOPMENT CODE
Notices will be published in the Lake Oswego Review in advance of both the Planning
Commission and City Council hearings. Public comment may be submitted before or during the
forthcoming Planning Commission and City Council hearings. All those who submit comment on
the proposed amendments receive a notice of decision. Notice of the Planning Commission
public hearing has been given to DLCD in the manner provided by LOC 50.07.003.16.c.
Classification of Amendments as a Legislative Decision
The “legislative decision” process per LOC 50.07.003.16.a for adoption of Ordinance 2967 will
be followed for the adoption of amendments to the Comprehensive Plan and Community
Development Code to comply with the CFEC rules:
A legislative decision is generally a policy decision which is up to the discretion of the City
Council, but shall:
i. Comply with any applicable state law;
Planning Commission Public Hearing Page 7 of 7 LU 25-0001
September 8, 2025
ii. Comply with any applicable statewide planning goal or administrative rule
adopted pursuant to ORS Chapter 197; and
iii. In the case of a legislative amendment to this Community Development Code,
comply with any applicable provision of the Lake Oswego Comprehensive Plan.
The criteria are listed in Applicable Regulations, above, and are addressed in Sections A-C,
above.
VI. RECOMMENDATION
Based on the information presented in this report, staff recommends approval of the
proposed amendments to the Lake Oswego Comprehensive Plan.
EXHIBITS
A. Draft Ordinance
A-1 Ordinance 2967, draft 08/26/2025
Attachment 1: Reserved for City Council Findings (not included)
Attachment 2: Comprehensive Plan Amendments, draft 08/04/2025
B. Findings, Conclusions and Order [No current exhibits; reserved for hearing use]
C. Minutes [No current exhibits; reserved for hearing use]
D. Staff Reports
D-1 Staff Memo, dated January 16, 2025, for the Planning Commission Work Session
on January 27, 2025
D-2 Staff Memo, dated May 16, 2025, for the Planning Commission Work Session on
May 28, 2025 (regarding PP 22-0005)
D-3 Staff Memo, dated July 18, 2025, for the Planning Commission Work Session on
July 28, 2025
E. Graphics/Plans [No current exhibits; reserved for hearing use]
F. Written Materials [No current exhibits; reserved for hearing use]
G. Letters [No current exhibits; reserved for hearing use]
Staff reports and public meeting materials that were prepared for this Comprehensive Plan
amendment can be found by visiting the project webpage for LU 25-0001. Use the link below to
visit the City’s “Project” page.
https://www.ci.oswego.or.us/all-projects
(Under “Search” enter LU 25-0001, then press “Enter”)