Ordinance 2755 Annexing Property at and Boones Ferry Road (AN )

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TO: FROM: SUBJECT: Kent Studebaker, Mayor Members of the City Council Paul Espe, Associate Planner Ordinance 2755 Annexing Property at 16607 and 16667 Boones Ferry Road (AN 17-0007) DATE: March 16, 2018 Date of Meeting: April 3, 2018 ACTION Annexation of 16607 and 16667 Boones Ferry Road (21E07DD01900 and 21E07DD02000). SUGGESTED MOTION Move to adopt findings and enact Ordinance 2755. INTRODUCTION/BACKGROUND The proposed annexation is owner-initiated and will result in the addition of approximately 0.54 acres of residential/ mixed-use designated land to the City. This annexation is being processed under an expedited review provided under Metro Code 3.09.045. This Council report describes the reasons for the annexation and provides basic background information. The criteria for approving annexations and the findings in support of this annexation are included in Attachment B of Exhibit A-1. Owner/Applicant: Dwight Schwab/Lamoine Eiler Location/Size: The subject properties combined, consist of 0.54 acres (23,522 square feet) and are located on the northwest side of Boones Ferry Road. Existing Land Use: Tax Lots 1900 and 2000 are occupied by single-family dwellings which take direct access to Boones Ferry Road. Neighborhood: The properties are located within the Lake Forest Neighborhood. Purpose of Annexation: The property owner, who owns both properties, initiated the annexation to connect to City sewer service and develop the property. DISCUSSION Plan and Zone Designation: The subject property is currently under Clackamas County s jurisdiction and zoned Low Density Residential R-8.5. The properties have two Comprehensive Plan Map designations; the front of each property is designated West Lake Grove-Residential Mixed-Use (WLG-RMU) and the rear is designated West Lake Grove-High Density Residential, 2,500 sq. ft. per dwelling (WLG R-2.5). The properties

Page 2 respectively will be zoned WLG-RMU and WLG R-2.5 upon annexation. Development Potential: The applicant intends to submit an application to develop a three story mixed use development on this property if the annexation is approved. Sensitive Lands: There are no Sensitive Lands designated on the property. Sewer and Water Service: Sanitary sewer service is available from a City of Lake Oswego eight-inch collection line in Boones Ferry Road along the site s frontage. Six-inch service laterals are located in front of each of the properties. The existing septic tanks serving the existing residences on the property will need to be decommissioned per DEQ standards upon connection to the City sanitary system. Water is available from a Lake Grove Water District line in Boones Ferry Road. The closest fire hydrant is located along the site s frontage. Surface Water Management: Currently, the territory is under the jurisdiction of the Surface Water Management Agency of Clackamas County (SWMACC). Upon annexation, the territory will be withdrawn from SWMACC and will be subject to the City s storm water management regulations. Any new development will be subject to these provisions, which ensure that new development does not have an adverse effect on adjoining properties and does not overburden the City stormwater system. Service Districts: Upon annexation, the property will, by operation of ORS 222.520, be withdrawn from the Lake Grove Fire District #57, the Clackamas County Enhanced Sheriff s Patrol District and the Surface Water Management Agency of Clackamas County (SWMAC), but will remain in the Lake Grove Water District and the Lake Grove Park District. Transportation: Boones Ferry Road is a four-lane major arterial with bike lanes and a center median and the right-of-way and street along this property is under the maintenance jurisdiction and permitting authority of the City of Lake Oswego. The property is located at the western edge of the Boones Ferry Road Improvement Project, which is now being constructed this year. There are no frontage improvements planned for the subject property as part of the project. The area is served by Tri-Met bus Line 37, which currently operates along Boones Ferry Road to the north, and Line 36, which operates along Lakeview Blvd and Jean Way to the southwest. Line 37 provides service between downtown Lake Oswego and Tualatin, and Line 36 provides service between downtown Portland and Tualatin via downtown Lake Oswego and South Shore Blvd. The draft findings provided in Attachment B of Exhibit A-1 conclude that the proposed annexation complies with all applicable State statutes and Metro code requirements. FISCAL IMPACT The estimated assessed value of the two properties is $294,656. The estimated tax revenue after these parcels are annexed is $762. RECOMMENDATION Staff recommends approval of AN 17-0007. EXHIBITS A-1 Ordinance 2755 Attachment A: Map of Proposed Annexation, 08/11/17 Attachment B: Criteria, Findings, Conclusion and Effective Date, 03/14/18 Attachment C: Map of Proposed Zoning, 03/16/18

ORDINANCE 2755 EXHIBIT A-1 AN 17-0007 AN ORDINANCE ANNEXING TO THE CITY OF LAKE OSWEGO TWO PARCELS CONSISTING OF 0.54 ACRES AT 16607 AND 16667 BOONES FERRY ROAD; DECLARING CITY OF LAKE OSWEGO ZONING PURSUANT TO LOC 50.01.004.5(a-c); AND REMOVING THE TERRITORY FROM CERTAIN DISTRICTS (AN 17-0007). WHEREAS, annexation to the City of Lake Oswego of the territory shown in the map in Attachment A and described below, would constitute a contiguous boundary change under ORS 222.111, initiated by petition from the property owner as outlined in ORS 222.111(2); and, WHEREAS, the City has received consent for the proposed annexation from the property owner and not less than 50 percent of the electors residing in the territory as outlined in ORS 222.125. WHEREAS, the City has received consent for the proposed annexation from more than half the owners of land in the territory, who own more than half of the land in the territory and more than half of the assessed value of the land in the territory, as required by ORS 222.170; and, WHEREAS, the part of the territory that lies within the Lake Grove Fire District #57 will, by operation of ORS 222.520, be withdrawn from that district immediately upon approval of the annexation; and, WHEREAS, the part of the territory that lies within the Clackamas County Enhanced Sheriff s Patrol District will, by operation of ORS 222.520, be withdrawn from the district upon approval of the annexation; and, WHEREAS, the part of the territory that lies within the Surface Water Management Agency of Clackamas County will by operation of ORS 222.250 be withdrawn from that agency immediately upon approval of the annexation; and, WHEREAS, LOC 50.01.004.5 specifies that, where the Comprehensive Plan Map requires a specific Zoning Map designation to be placed on the territory annexed to the City, such a zoning designation shall automatically be imposed on the territory as of the effective date of the annexation; and, WHEREAS, this annexation is consistent with the Urbanization Chapter of the City of Lake Oswego s acknowledged Comprehensive Plan, Oregon Revised Statutes 222.111(2) and 222.125 for boundary changes, and Metro Code Sections 3.09.040(a)(1-4) and 3.09.045. Now, therefore, the City of Lake Oswego ordains as follows: Section 1. Oswego: The real property described as follows is hereby annexed to the City of Lake A tract of land located in the southeast quarter of Section 7, Township 2 South, Range 1 East of the Willamette Meridian, Clackamas County, Oregon, said tract of land being a portion of Lots 182, 183, and 204, Map of Bryant Acres Plat 3 (Plat No. 442), plat records of Clackamas County, said tract being all of that certain tract of land conveyed to Boones Ferry Partners, LLC, an Oregon limited Ordinance 2755, AN 17-0007 (21E07DD01900 and 21E07DD02000) EXHIBIT A-1/PAGE 1 OF 4

liability company by Statutory Bargain and Sale Deed recorded August 22, 2007 in Document No. 2007-072862; and all of that certain tract of land conveyed to Dwight J. Schwab Profit Sharing Plan Trust by Statutory Warranty Deed recorded July 3, 2003 in Document No. 2003-085576, said Documents are of the deed records of Clackamas County, said tract of land more particularly described as follows: Commencing at an iron pipe at the southwest corner of Lot 205 of said Bryant Acres Plat 3; Thence South 0 10' East along the line between said Lots 204 and 182, 34.09 feet to an iron pipe being the True Point of Beginning; Thence South 39 13' East along the northeasterly line of said Document No. 2007-072862 and the southwesterly line of Parcel 2 (and the southeasterly extension thereof), Partition Plat 2009-073, plat records of Clackamas County, 163.71 feet, more or less, to the current northwesterly right of way of Boones Ferry Road; Thence southwesterly along said right of way, 141 feet, more or less, to a point on the southwesterly line of said Document No. 2003-085576 and the southeasterly extension of the northeasterly line of Parcel 2, Partition Plat No. 2003-045, plat records of Clackamas County; Thence leaving said right of way North 39 38' West, along said southwesterly line and northeasterly line, and the northeasterly line of Tract A, Sunset Crossing (Plat No. 3863), plat records of Clackamas County, 201.75 feet, more or less, to the northwest corner of said Lot 183; Thence North 75 54'30" East, 73.79 feet, (73.35 feet by prior record of said Document No. 2003-085576), to an iron pipe; Thence continuing North 75 54'30" East, 62.18 feet, (62.33 feet by prior record of said Document No. 2007-072862), to an iron pipe being on the line between said Lots 204 and 182; Thence North 0 10' West along said line, 31.73 feet, more or less, to the True Point of Beginning. The annexed territory is depicted on Attachment A. Section 2. The annexed area lies within the following districts and shall be retained within these districts upon the effective date of annexation: Lake Grove Park District Lake Grove Water District Section 3. The annexed area lies within the following districts and shall be withdrawn from these districts upon the effective date of annexation: Lake Grove Fire District #57 Clackamas County Enhanced Sheriff s Patrol District Surface Water Management Agency of Clackamas County Section 4. In accordance with LOC 50.01.004.5, the City zoning designations of WLG-RMU and WLG R-2.5 shall be applied to each of the subject properties on the effective date of annexation as shown on Attachments A and C. Section 5. The City Council hereby adopts the findings of fact and conclusions set forth in Attachment B in support of this annexation ordinance. Ordinance 2755, AN 17-0007 (21E07DD01900 and 21E07DD02000) EXHIBIT A-1/PAGE 2 OF 4

Section 6. Effective Dates: a. Effective Date of Decision to Annex. Pursuant to Metro Code 3.09.050(f), the effective date of this annexation decision shall be immediately upon adoption, unless a governmental entity that qualifies as a necessary party under Metro Code 3.09.020(j) has contested this annexation, in which event this annexation decision shall be effective on the 10 th day following the mailing of this ordinance by the City Recorder to Metro and to all necessary parties who appeared in this proceeding. b. Effective Date of Annexation Ordinance. Pursuant to Lake Oswego City Charter, Section 34, this ordinance shall be effective on the 30 th day after its enactment. c. Effective Date of Annexation. Following the filing of the annexation records with the Secretary of State as required by ORS 222.177, this annexation shall be effective upon the later of either: 1. the 30 th day following the date of adoption of this ordinance; or 2. the date of filing of the annexation records with the Secretary of State. Provided, however, that pursuant to ORS 222.040(2), if the effective date of the annexation as established above is a date that is within 90 days of a biennial primary or general election or after the deadline for filing notice of election before any other election held by any city, district or other municipal corporation involved in the area to be annexed, then the effective date of the annexation shall be delayed until, and the annexation shall become effective on, the day after the election. Section 7. Mailing Copies of this Ordinance; Metro Notice Within 30 days following the date of adoption: a. The City Recorder shall mail a copy of this ordinance to all persons and governmental entities that appeared at the public hearing and requested a copy of the ordinance following adoption. b. The City Recorder shall mail a copy of this ordinance together with the applicable mapping and notice fee charged by Metro pursuant to Metro Code 3.09.110, to the Metro Data Resource Center, 600 NE Grand Ave., Portland, OR 97232. Read by title only and enacted at the regular meeting of the City Council of the City of Lake Oswego held on day of, 2018. AYES: NOES: ABSTAIN: EXCUSED: Ordinance 2755, AN 17-0007 (21E07DD01900 and 21E07DD02000) EXHIBIT A-1/PAGE 3 OF 4

Kent Studebaker, Mayor Dated ATTEST: Anne-Marie Simpson, City Recorder APPROVED AS TO FORM: David Powell, City Attorney Ordinance 2755, AN 17-0007 (21E07DD01900 and 21E07DD02000) EXHIBIT A-1/PAGE 4 OF 4

831 Annexation to the City of Lake Oswego AN17-0007/Ordinance 2755 16211 16202 Wal 5073 5031 4979 4911 4851 4821 R-7.5 16275 16286 Madrona St 5080 5036 4950 4918 4858 4844 16555 76 WLG R-2.5 16577 TR.B 5079 5077 5075 5073 5071 5059 5057 5055 5053 5051 5065 TL 2000 16667 TL 1900 16607 16556 16524 16679 WLG RMU 16650 16699 4743 5110 16745 Sunset 16719 16731 167 Dr 16726 16710 4925 16722 WLG OC 4905 Attachment A Map and Lot # 21E07DD TL's 1900 & 2000 City of Lake Oswego: COMPREHENSIVE PLAN = WLG R-2.5, WLG RMU ZONING = WLG R-2.5, WLG RMU Clackamas County: ³ ZONING = R-8.5 Residential Lake Oswego Subject City Limits Properties 0 100 200 300 Feet 4867 4845 4813 4839 4749 4773 479 4750 4731 5 48 8/11/2017

March 14, 2018 APPLICABLE CRITERIA: ATTACHMENT B Criteria, Findings, Conclusion, and Effective Date A. Oregon Revised Statutes (ORS), Boundary Changes; Mergers and Consolidations. 1. ORS 222.111(2) - Annexation of Contiguous Territory, Authority and Procedure for Annexation, Generally. 2. ORS 222.125 - Annexation by consent of all owners of land and the majority of electors. 3. ORS 222.170 - Annexation by consent of more than half of the owners of land in the territory to be annexed, who also own more than half of the land in the territory, and of land representing more than half of the assessed value of the territory. B. Metro Code. 1. 3.09.040(a)(1-4) Minimum Requirements for Petitions. 2. 3.09.045 (A-E) Expedited Decisions. C. Comprehensive Plan - Urbanization Chapter FINDINGS: 1. Policy A-3: The Urban Services Boundary (as depicted on the Comprehensive Plan Map) is the area within which the City shall be the eventual provider of the full range of urban services. 2. Policy C-3: Ensure that annexation of new territory or expansion of Lake Oswego s Urban Services Boundary does not detract from the City s ability to provide services to existing City Residents. 3. Policy C-4: Prior to the annexation of non-island properties, ensure urban services are available and adequate to serve the property or will be made available in a timely manner by the City or a developer commensurate with the scale of the proposed development. A. Oregon Revised Statutes (ORS), Boundary Changes; Mergers and Consolidations. 1. ORS 222.111(2) Annexation of Contiguous Territory, Authority and Procedure for Annexation, Generally. ORS 222.111(2) provides that a proposal for annexation of territory to a City may be initiated by the legislative body of the City, on its own motion, or by a petition to the legislative body of the City by owners of real property in the territory to be annexed. The property owner has petitioned the City for this annexation. The proposed annexation complies with this statute. 2. ORS 222.125 - Annexation by consent of all owners of land and the majority of electors. ORS 222.125 states that an election need not be held on the question of annexation within the area proposed to be annexed if all of the owners of land in the territory and not less than 50 percent of the electors, if any, residing in the territory consent in writing to the annexation. The property owner, who is also an elector, has consented to the annexation. There are no registered voters other than the owner living on these properties. The proposed annexation complies with this statute. Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 1 OF 8

March 14, 2018 3. ORS 222.170 - Annexation by consent of more than half of the owners of land in the territory to be annexed, who also own more than half of the land in the territory, and of land representing more than half of the assessed value of the territory. ORS 222.170 states that an election need not be held on the question of annexation within the territory proposed to be annexed if more than half of the owners of land in that territory consent in writing to the annexation. These owners must also own more than half of the land in the territory to be annexed and more than half of the assessed value of all of the land in the territory. The property owner of 16607 and 16667 Boones Ferry Road has consented to the annexation on the annexation petition (on file). The proposed annexation complies with this statute. B. Metro Code 1. 3.09.040 - Minimum Requirements for Petitions. (A) A petition for a boundary change must contain the following information: 1) The jurisdiction of the reviewing entity to act on the petition; 2) A map and a legal description of the affected territory in the form prescribed by the reviewing entity; 3) For minor boundary changes, the names and mailing addresses of all persons owning property and all electors within the affected territory as shown in the records of the tax assessor and county clerk; and, 4) For boundary changes under ORS 198.855 (3), 198.857, 222.125 or 222.170, statements of consent to the annexation signed by the requisite number of owners or electors. The above information was submitted as required by Metro Code. The property owner has signed the application and petition. A map and legal description in the form required by the City have been included in the application materials and are on file. The owner has consented to the annexation on the annexation petition, meeting the consent requirements of ORS 222.125. The annexation petition complies with the Metro code requirements. 2. 3.09.045 Expedited Decisions A. The governing body of a city or Metro may use the process set forth in this section for minor boundary changes for which the petition is accompanied by the written consents of one hundred percent of property owners and at least fifty percent of the electors, if any, within the affected territory. No public hearing is required. B. The expedited process must provide for a minimum of 20 days notice prior to the date set for decision to all necessary parties and other persons entitled to notice by the laws of the city or Metro. The notice shall state that the petition is subject to the expedited process unless a necessary party gives written notice of its objection to the boundary change. C. At least seven days prior to the date of decision the city or Metro shall make available to the public a report that includes the following information: 1. The extent to which urban services are available to serve the affected territory, including any extra- territorial extensions of service; Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 2 OF 8

March 14, 2018 2. Whether the proposed boundary change will result in the withdrawal of the affected territory from the legal boundary of any necessary party; and 3. The proposed effective date of the boundary change. Metro Code 3.09.045 A. states that an expedited review of an annexation, where no public hearing is required, can be considered by a governing body within the area proposed to be annexed if one hundred percent of the property owners and not less than 50 percent of the electors, if any, residing in the territory consent in writing to the annexation. The property owner, who is also an elector, has signed the annexation application. Metro Code 3.09.045 B. requires a minimum of 20-days notice to all necessary parties prior to the decision date unless a shorter time is agreed upon. The County, Metro and local service districts are necessary parties under the Metro Code 3.09.020 J and have been notified. Metro Code 3.09.045 C. requires that the report discussing availability of urban services, withdrawal of the affected territory and the proposed effective date of the boundary change be made available at least seven days prior to the date of decision. The annexation report has been prepared and made available within seven days of the public hearing. The proposed annexation complies with the Metro Code. D. To approve a boundary change through the expedited process the City shall: 1. Find that the change is consistent with expressly applicable provisions in: a. Any applicable urban service agreement adopted pursuant to ORS 195.065 The City has entered into - ORS 195.065 agreements with: 1) Lake Oswego School District; and, 2) Lake Grove Fire District. 3) Clackamas County (for roadways). The intergovernmental agreement with the Rivergrove Water District is not discussed in this section because it was entered into before the adoption of ORS 195.065, and consequently does not include all of the provisions necessary to be considered an urban service agreement under that statute. Lake Oswego School District: The City and the Lake Oswego School District entered into an ORS 195.065 urban service agreement for park services in July, 2003. The School District operates the Lake Grove Swim Park located at 3800 Lakeview Boulevard. The agreement states that the annexation of property by the City within the Lake Grove Park District (which funds the swim park) shall not cause the withdrawal of the properties from the district. Lake Grove Fire District #57: The City and District entered into an ORS 195.065 urban service agreement for fire protection in July, 2003. The agreement states that upon annexation of property within the district by the City, the annexed properties shall be withdrawn from the District and the City shall provide fire protection services. b. Any applicable annexation plan adopted pursuant to ORS 195.205. There are no applicable annexation plans adopted pursuant to ORS 195.205 relating to the affected territory. Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 3 OF 8

March 14, 2018 c. Any applicable cooperative planning agreement adopted pursuant to ORS 195.020(2) between the affected entity and a necessary party. There are no ORS 195.020(2) cooperative agreements (which relate to special districts) between the city and a necessary party. d. Any applicable public facility plan adopted pursuant to a state wide planning goal on public facilities and services Sanitary sewer service is available from a City of Lake Oswego eight-inch collection system located in Boones Ferry Road along the properties frontage. This collection line has been constructed in accordance with the City Wastewater Master Plan. These properties will be allowed to connect to the existing public main located in Boones Ferry Road. e. Any applicable comprehensive plan policies Comprehensive Plan Map: The subject properties are currently designated R-8.5, Low Density Residential on Clackamas County s Comprehensive Plan and Zoning Maps. They are designated as WLG-RMU (Residential-Mixed Use) on the front half and WLG R-2.5 (Townhome) on the rear half of each property on the City s Comprehensive Plan Map. Upon annexation, a City zoning designation of WLG-RMU on the front half and WLG R-2.5 on the rear half will be applied to both parcels. The City and County have coordinated their comprehensive plans within the Dual Interest Area outlined in the City/County Urban Growth Management Agreement (dated February 4, 1992 and updated November 18, 1997), hence the City/County designations have been determined to be compatible. Therefore, this annexation is consistent with the City s Comprehensive Plan Map. Comprehensive Plan Policies: The Lake Oswego Comprehensive Plan contains the following relevant language in the Urbanization chapter, Policy A-3: The Urban Services Boundary (as depicted on the Comprehensive Plan Map) is the area within which the City shall be the eventual provider of the full range of urban services. The proposed annexation and the withdrawal of the properties from the identified districts are consistent with this policy. Policy C-3 states: Ensure that annexation of new territory or expansion of Lake Oswego s Urban Services Boundary does not detract from the City s ability to provide services to existing City residents. The approval of this annexation will result in the addition of 0.54 acres to be served by the City. As stated in Section 2(b)(1), the addition of this territory will not detract from the City s ability to provide police and fire protection to existing City Residents. Annexation of these properties will not affect the City s ability to provide parks and recreation services. Public facilities, such as sewer and water are also found to be adequate to serve this site. Comprehensive Plan Policy C-4 states: Prior to the annexation of non-island properties, ensure urban services are available and adequate to serve these properties or will be made available in a timely manner by the City or a developer commensurate with the scale of the proposed development. Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 4 OF 8

March 14, 2018 Availability of urban services serving these properties discussed below: Water: Water is available from a Lake Grove Water District (LGWD) line in Boones Ferry Road. These properties are within the district s service boundary and is connected to this water line. These properties will continue as an LGWD customer after annexation. Water service to the future development is subject to the review of the Lake Grove Water District. The closest fire hydrant is located along the site frontage. The City and the district agreed to construct an interconnection between the two water systems and that the City will furnish and sell surplus water to the District under certain conditions and set rates for district purchase of City water. The City Council also adopted a resolution in 1994 (Resolution 94-22) indicating the city would not withdraw parcels from the district upon annexation. The territory will not be withdrawn from the district upon annexation. Sewer: Sanitary sewer service is available from a City of Lake Oswego eight-inch collection line in Boones Ferry Road along the properties frontage. Upon connection to the City collection line, the existing septic tanks on these properties will need to be decommissioned per DEQ standards. Surface Water Management: Upon annexation, the territory will be withdrawn from Surface Water Management Agency of Clackamas County (SWMACC) and will be subject to the City s storm water management regulations. Any new development will be subject to these provisions, which ensure that new development does not have an adverse effect on adjoining properties and does not overburden the City stormwater system. Fire Protection: Lake Grove Fire District #57 provides fire protection services to the subject properties by agreement with the City of Lake Oswego. Upon annexation, the properties will be withdrawn from this fire district and served directly by the City. The Jean Road Fire Station, located south of the site, would be able to respond to emergencies under the eight minute goal established in the Comprehensive Plan. Police: Upon annexation, the subject properties will be withdrawn from the Clackamas County Enhanced Sheriff s Patrol District and served by the City of Lake Oswego. The Lake Oswego Police Department reviewed the proposal and indicated that it does not have any concerns with serving these properties upon annexation. Parks and Open Space: The City has 537 acres of park and open space lands, or 14.6 acres per 1,000 population. East and west Waluga Parks are located north of the subject parcels. These two parks total 53.2 acres and are located west of Waluga Drive and south of Carman Drive. Amenities include a playground, picnic tables, and covered picnic shelters, restrooms, trails, paths and natural wildlife viewing areas. The City s park system will not be overburdened by any additional population annexed to the City with this application. Lake Grove Park District: The Lake Grove Swim Park, managed by the Lake Oswego School District, and funded by the Lake Grove Park District, is located at 3800 Lakeview Boulevard. The swim park is approximately 1.3 acres in size with restroom, play and swim facilities. These properties will remain within the Lake Grove Park District following annexation. Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 5 OF 8

March 14, 2018 Transportation - Streets and Mass Transit: Boones Ferry Road is a four-lane major arterial with bike lanes and a center median and the right-of-way and street along these properties. This roadway is under the maintenance jurisdiction and permitting authority of the City of Lake Oswego. These properties are located at the western edge of the Boones Ferry Road Improvement Project, which is being constructed this year. There are no frontage improvements planned for the subject properties as part of the project. The area is served by Tri-Met bus line 37, which currently operates along Boones Ferry Road to the north and line 38 which operates along Kruse Way to the north. Line 37 provides service between downtown Lake Oswego and Tualatin and Line 38 provides service between downtown Portland and Tualatin. Community Development Code Section 50.06.008.3 requires that all development be provided with the following utility services: sanitary sewer, water, sidewalks, pedestrian and bicycle paths, traffic control signs and devices, street lights, streets, and TV cable. These utilities are now in place or can be put in place to serve these properties. In the event that future development occurs, an applicant for development is obligated to construct all necessary public facilities to serve their development. As noted above, police and fire services are available upon annexation. The amount of protection provided will be similar to protection provided to other City residents because the properties proposed to be annexed are not isolated from other areas of the City. Urban Growth Management Agreement: General Urbanization Policy 4.A.4 of the Clackamas County Comprehensive Plan calls for the establishment of Urban Growth Management Areas and Urban Growth Management Agreements to clarify planning responsibilities between the County and cities for areas of mutual interest. Policy 4.A.5 directs the County to establish agreements with cities and service districts to clarify service and infrastructure responsibilities for areas of mutual interest. Similarly, the Lake Oswego Comprehensive Plan, Urbanization Chapter, Policy D-3, calls for entering into and maintaining an Urban Growth Management Agreement (UGMA) with Clackamas County for lands within the Urban Services Boundary. In furtherance of these policies, the City and County have entered into an Urban Growth Management Agreement that stipulates a mutual interest in coordinated land use planning, compatible comprehensive plans and provision of urban services and facilities. This agreement ensures coordination and consistency between the City and County comprehensive plans and outlines responsibilities in providing services and managing growth within the Dual Interest Area. Subsections 6 and 7, provided below, are applicable to annexations. 6C. City and County Notice and Coordination: The City shall provide notification to the County, and an opportunity to participate, review and comment, at least 35 days prior to the first public hearing on all proposed public facilities plans, legislative changes to the City Comprehensive Plan, or quasijudicial land use actions adjacent to, or in close proximity to unincorporated areas. The City shall provide notice to the County of private or City initiated annexation requests within five days of the filing of an application with the Portland Metropolitan Boundary Commission Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 6 OF 8

March 14, 2018 The Urban Growth Management Agreement specifies that the City notify the County of an annexation request within five days of when it is submitted to the Boundary Commission. There is no longer a Boundary Commission for the Portland Metropolitan area. Staff relies on the notice requirements of Metro Code 3.09.045B, which requires notice 20 days prior to the annexation decision for all necessary parties (other governmental entities). The notice shall state that the petition is subject to the expedited process unless a necessary party gives written notice of its objection to the boundary change. The County is a necessary party under the Metro Code definition and has been notified. 7. City Annexations A. The City may undertake annexations in the manner provided for by law within the Dual Interest Area. The City annexation proposals shall include adjacent road right-of-way to property proposed for annexation. The County shall not oppose such annexations. B. Upon annexation, the City shall assume jurisdiction of the County roads and local access roads pursuant to a separate road transfer agreement between the City and county. The City is undertaking this annexation in the manner provided for in the applicable ORS and Metro Code for the territories that lie within the Dual Interest Area. This annexation is consistent with the City and County comprehensive plans which have been coordinated in the Dual Interest Area within the regional Urban Growth Boundary (UGB). The right of way adjacent to these properties is within the City Boundary and under the jurisdiction of the City of Lake Oswego. Criterion 7A does not apply. f. Any applicable concept plan Consistency of the proposed boundary change with urban planning agreements is mentioned under D(1)(c)above. 2. Consider whether the boundary change would a. Promote the timely orderly and economic provision of public facilities and services b. Affect the quality and quantity of urban services c. Eliminate or avoid unnecessary duplication of facilities or services Due to the proximity of these properties to existing City services, this annexation will promote the timely, orderly and economical extension of public facilities and services. The subject properties can readily be served with urban services and facilities. If and when additional development occurs in the area, provision of public facilities and services will occur consistent with the City s adopted public facility master plans, ensuring that it does not adversely affect the quality or quantity of urban services and avoiding unnecessary duplication of facilities or services. Therefore, this boundary change is consistent with criteria 2.a through 2.c. (E) A city may not annex territory that lies outside the UGB except it may annex a lot or parcel that lies partially within and partially outside the UGB. The properties to be annexed are located entirely within the City s Urban Growth Boundary (UGB). Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 7 OF 8

March 14, 2018 CONCLUSION: Based on the criteria and findings set forth above, the City Council concludes that AN 17-0007 complies with all applicable criteria and the annexation should be approved. EFFECTIVE DATE: A. Effective Date of Annexation Ordinance. Pursuant to Lake Oswego City Charter, Section 34, the ordinance shall be effective on the 30 th day after its enactment. B. Effective Date of Annexation. Following the filing of the annexation records with the Secretary of State as required by ORS 222.177, this annexation shall be effective upon the later of: 1. the 30 th day following the date of adoption of this ordinance; or 2. the date of filing of the annexation records with the Secretary of State; provided however that pursuant to ORS 222.040(2), if the effective date of the annexation as established above is a date that is within 90 days of a biennial primary or general election or after the deadline for filing notice of election before any other election held by any City, district or other municipal corporation involved in the area to be annexed, then the effective date of the annexation shall be delayed until, and the annexation shall become effective on, the day after the election. Ordinance 2755 (AN 17-0007) ATTACHMENT B/PAGE 8 OF 8

ATTACHMENT C Ordinance 2755 AN 17-0007 Proposed Zone Change The following amendment shall be made to the Lake Oswego Zoning Map, for the referenced properties: 16607 and 16667 Boones Ferry Road, the zoning will be designated WLG RMU at the front of the property and WLG R-2.5 at the rear of the property to match the Comprehensive Plan Designations. Subject Property R-15 AN 17-0007 March 16, 2018 ATTACHMENT C/PAGE 1 OF 1