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Urban Forestry Code Revisions - Citizen Advisory Committee - 09/14/2011 City of Tigard Urban Forestry Code Revisions CAC MEETING #11 - (9/14/2011) Table of Contents 9/14/2011 Meeting Agenda..............................................................................................................................2 CACMeeting Summary (8/10/2011).............................................................................................................3 Comments.........................................................................................................................................................12 Additional Revisions Incorporated into the Comprehensive Draft........................................................27 Parking Lot Items for Hazard Trees and Tree Permit Requirements.....................................................29 Response to John Frewing and Ken Gertz Comments on the Comprehensive Draft........................36 Draft Guiding Principles for Hazard Trees and Tree Permit Requirements.........................................52 TAC Meeting Summary (8/16/2011)...........................................................................................................55 City of Tigard Urban Forestry Code Revisions CAC Agenda MEETING DATE: Wednesday, September 14, 2011, 6:00-8:30 p.m. MEETING LOCATION: City of Tigard Town Hall 13125 SW Hall Blvd,Tigard, OR 97223 MEETING GOALS: Review additional revisions and parking lot items for CAC Review and approve guiding principles for Hazard Trees and Tree Permits 1. (Info) Welcome, introductions and agenda overview 6.00-6.20 PM • Recap Meeting #10 • Approve Meeting #10 Summary /Adrienne DeDona/ • Review Meeting #11 packet materials ✓ Summary of additional revisions ✓ Summary of Parking Lot Items for Hazard Trees and Tree Permits ✓ Memo re: response to comments received 2. (Info) Public Comment 6:20-6:30 PM 3. (Discussion) Clarifying questions related to code document 6:30-6:50 PM /Adrienne DeDona/Todd Prager 4. (Action) Hazard Trees Guiding Principles 6:50-7:30 PM /Adrienne DeDona/Todd Prager BREAK 5. (Action) Tree Permits Guiding Principles 7.-35-8:15 PM /Adrienne DeDona/Todd Prager 6. (Info) Meeting Wrap up/Committee Recognition 8:95-8:30 PM 7. (Info) Thanks and adjourn 8:30 PM URBAN FORESTRY CODE REVISIONS CAC AGENDA— September 14, 2011 City of Tigard 1 13125 SW Hall Blvd.,Tigard,OR 97223 1 503-639-4171 1 www.tigard-or.gov I Page 1 of 1 -2- Tigard Urban Forestry Code Revisions CAC Meeting #10 August 10, 2011 Summary Notes Committee members in attendance Ken Gertz, Portland Metro Homebuilders John Frewing, Citizen at-large Morgan Holen, Certified Arborist Dave Walsh, Planning Commission Bret Lieuallen,Tree Board Don Schmidt, Planning Commission Scot Bernhard, Parks & Recreation Advisory Tony Tycer,Tree Board Committee Committee members absent Brian Wegener,Tualatin Riverkeepers John Wyland, Developer Consultant staff present Adrienne DeDona,JLA Public Involvement Kelly Skelton,JLA Public Involvement Staff present Todd Prager, City of Tigard Darren Wyss, City of Tigard Information requests from this meeting: • Darren Wyss will follow up with Jim Hamstra (member of the public) regarding a tree grove boundary change. • Todd will provide a response memo to comments received by Ken Gertz and John Frewing related to the comprehensive code revisions. Parking lot items and items for further discussion: • None. Tigard Urban Forestry Code Revisions CAC Page 1 Meeting#10 DRAFT Summary -3- Overview Summary The following is an overview of the main outcomes of the committee's discussion at this meeting: Standards for Development Guiding Principles: • The group unanimously approved the draft guiding principles with changes.A complete version of the guiding principles with suggested changes is attached. Tree Grove Preservation Guiding Principles: • The group unanimously approved the draft guiding principles with changes.A complete version of the guiding principles with suggested changes is attached. Introductions and Agenda Overview Adrienne DeDona welcomed everyone to the meeting and reviewed the agenda.The primary purpose of this meeting is to review and approve the guiding principles developed for the Standards for Development and Tree Grove Preservation code sections.These principles will be used as a communication piece to convey the CAC's work to the Planning Commission and City Council when reviewing and adopting the revised code. Overview of Last Meeting Adrienne reviewed the outcomes of the June meeting. The committee wrapped up their conversation on the draft Tree Grove Preservation Code, and the group seemed satisfied with a few changes related to a checklist for assessing tree groves and their health and transfer of credit to developers.They also reviewed the first draft of the tree permit code. The group requested better education for homeowners about permit requirements for removal, and agreed that there should be a replacement provision for heritage trees. The group also agreed there should be a requirement for dead tree removal in sensitive lands. A good portion of the last meeting was spent discussing what the comprehensive review process would be like. Approval of Meeting#9 Summary Morgan pointed out that her name was misspelled, that was the only change requested. The group approved the meeting summary with this change. Review of Meeting Packet Materials Todd reviewed a few items of interest in the meeting packet. • On Page 19 is a memo summarizing minor housekeeping revisions made since the last meeting. • On page 22 is a memo summarizing the remaining parking lot items from previous meetings. Tigard Urban Forestry Code Revisions CAC Page 2 Meeting#10 DRAFT Summary -4- • On Page 26 is a memo which addresses concerns with canopy standards, it is one of many standards, and staff agrees that canopy should not be the sole standard by which to measure, but also soil volume, species, location etc. • A complete copy of the draft code was sent to the committee, it has an introduction, summary, and table of contents. The document includes a commentary on the left, code changes on the right. o John Frewing said the summary in the code differs from the draft guiding principles and that they should be consistent. Public Comment Jim Hamstra introduced himself. He lives at 13381 SW Essex,Tigard 97223. He explained there is a ravine on Bull Mountain behind his house that is a significant habitat. He is concerned because the boundary has recently been changed and identified as a tree grove. He has tried to get the boundary corrected. Darren Wyss from the City of Tigard asked Jim to send the information to him directly and he will assist him with getting the boundary changed.Todd clarified for him that the tree inventory is a general boundary, not at a survey level. If a property owner wanted to take advantage of these incentives a more detailed analysis would have to be done. Jim went on to say that he is worried about code changes, and the effect it will have on what homeowners can do to their own trees, he is concerned that this code revision focuses on developers, not homeowners and is worried that his neighbors are not aware of these changes. Adrienne mentioned that open houses will be held in December, and a mailed notification of the open house will be sent to all residences in Tigard. Todd mentioned that there will also be a legislative process with the City Council to adopt the code that will include opportunities for public participation and comment. Notification for the open houses will likely occur in late November and will go to everyone in Tigard. Clarifying questions related to draft code document Adrienne asked the committee if they had any clarifying questions related to the draft code revisions. She reiterated that we would not be going through the code line by line and if members had specific changes or edits, they should submit those directly to Todd. She explained we are doing this so that we have enough time to discuss and approve the draft guiding principles since that was the focus of the meeting. Ken Gertz had several items for clarification: • Page 103: 'Tree height of 16 feet...:" He feels a tree is more substantial than 16 feet.Tony said he agreed. • Page 123 a1: "Greatest degree possible"... wording is too vague; the language should be more cut and dry. Developers are looking for a yes or no answer;the code should be clear and concise. Anything too vague is subject to appeal which will cost the City money. Tigard Urban Forestry Code Revisions CAC Page 3 Meeting#10 DRAFT Summary -5- • Page 129 A2a1: "Where possible"is too vague.Todd explained that this language is used within the existing code, only the text with double-underlines is new language. • Page 131: Ken asked if this section is only for planned developments, or any kind of development? Todd said a lot of this code is existing code and there is a separate regulatory improvement project underway to review and edit these parts of the code and that this was not within the scope of work for this project. • Page 197a: Regarding buffer trees on flag lots.This new code requires a fence, retaining wall, and a tree with a soil vault; he doesn't think this is possible. It is his understanding that a buffer with a tree was never required before, he recommended Todd look into it. • Page 217: Ken said that the code should provide flexibility to have two separate certified arborists to work on a project (one to do the assessment, one to do the tree plan). Morgan replied that it was likely that most certified arborists would be certified to do both parts of the work. Ken felt that based on tight schedules and timing it would be nice to have the flexibility to have two different arborists work on a project if arborists are in short supply. • Page 217c: Ken asked for clarification on this item.Todd clarified for standard development there is an overall canopy requirement, but there also a minimum canopy per lot of 20%.The goal is to ensure an even distribution of trees throughout a subdivision. If there is a tree grove on your property,the lot by lot canopy requirement could be waived to ensure preservation of the grove. Ken said he does not support this idea, he wants to save trees but he wants credit for it because its costs him a lot of money to do so. Many of his clients do not want trees on their lots. He feels if you meet the overall canopy requirement you shouldn't be penalized if one lot doesn't meet the minimum requirement. • Page 218: Concerned about the mitigation calculation.The new language means he will be responsible for mitigating a lot more trees and he thinks this issue needs further discussion which will happen offline between Ken and Todd. • Page 234d:The fee must be reasonable. • Page 247: What does exempt really mean?Todd clarified you wouldn't even need a type 1 permit to do the things listed under#1; it would be an administrative process with staff. John Frewing commented that he is concerned that except for two small exceptions, no approval criteria verbiage is used is Section 790.Todd said the City Attorney has reviewed the entire code and all their edits have been incorporated. He further explained that the reason there are no approval criteria for the tree plan is because the tree plan is listed as an approval criteria for the overall development. John argued that this is submittal criteria, not approval criteria.Todd explained that all these issues can be brought up during the legislative adoption process,which is when the attorney will be heavily involved. Todd said in the existing code, the chapter doesn't say approval criteria, and no one has ever contested it. Tigard Urban Forestry Code Revisions CAC Page 4 Meeting#10 DRAFT Summary -6- Standards for Development Guiding Principles Todd said the purpose of the guiding principles is to concisely convey the group's sentiments related to each section of the code to the Planning Commission and the City Council when deliberating the approval of the code and for staff to use in the future. He said that he recently gave presentations on the code revisions process to the Planning Commission and the City Council and both seemed comfortable and supportive of the CAC's work to date. Todd asked both groups to give direction to this committee during these presentations; no significant changes of direction were requested. The City Council requested: • Flexibility in building setback requirements in downtown Tigard because it's a denser space. • Consider parking lots and tree/lighting conflicts. • Making sure a homeowners association (not just an individual) can bring a hazard tree claim. • Try to avoid unclear standards. Overall both groups were very complimentary and supportive. Adrienne reviewed the definition of consensus: Consensus does not mean that everyone at the table agrees with the decision, but does mean everyone has participated, understands, and is committed to supporting the outcome. She explained that we are not revisiting any decisions that have been made and that when making suggestions for changes to the guiding principles, members should speak on behalf of the group to communicate their recollection of what has been done thus far. Adrienne asked the group to read each section within the Guiding Principles individually and reflect on the following questions: 1. Are these an accurate reflection of the CAC's work? 2. If not, what is your memory and how is this different? 3. Is anything missing? The following is a summary of the group's discussion: • Dave suggested removing the word "major' from the first and second sentences. The group agreed. • John said#2 should have "effective canopy" in quotes so that it is highlighted as important.The group agreed. • Don Schmidt asked what "more detailed soil volume standards" means. Todd said that is in comparison to soil descriptions for trees other than street and parking lot trees. The group agreed to remove the word "more"from that sentence. • John Frewing also suggested adding the specific canopy target percentages as indicated in the code summary. The group agreed to add "25-40%" in parenthesis after"effective canopy targets" Tigard Urban Forestry Code Revisions CAC Page 5 Meeting#10 DRAFT Summary -7- • Tony suggested adding the word "protected"to the sentence, "Readily accessible information on trees benefits citizens...". The group agreed. • Morgan suggested the change, "grant bonus credits towards tiered canopy targets as an incentive for tree preservation.John asked to add "grove" but group felt it was unnecessary. 0 Morgan suggested changing "infrastructure" to "Urban Forestry Master Plan". The group agreed. Bret doesn't like the term "full range", and suggested changing it to "designated range". The group agreed. • Morgan suggested adding "To provide greater flexibility in meeting tree canopy requirements, allow"...Tony asked to add "solar" to "(energy, hydrology, wildlife, etc). The group agreed. For a complete version of the guiding principles with suggested changes, see the attachment. Tree Grove Preservation Guiding Principles Adrienne asked the group to follow the same process as before and read each section within the Guiding Principles individually and reflect on the following questions: 1. Are these an accurate reflection of the CAC's work? 2. If not, what is your memory and how is this different? 3. Is anything missing? The following is a summary of the group's discussion: • John suggested that the introduction be more specific about eligibility,with actual figures. He proposed a new sentence "to be eligible, groves shall be a minimum size with a significant percentage preserved ..." Group agreed to this change and also agreed to remove the word "major". • Darren suggested adding "set backs"to required lot and unit dimensions in #2. The group agreed. • Tony suggested adding "sidewalks, parking"to "street and utility standards".The group agreed. • Bret questioned what "management" is referring to.The group agreed to delete the words "and management". The group also agreed that this possibly needs to be updated in the code as well. For a complete version of the guiding principles with suggested changes, see the attachment. Meeting wrap-up and next steps Adrienne congratulated the group on their good work on the guiding principles and said that the next meeting would be on September 14th. The location for this meeting is yet to be determined. This will be the last meeting at which they would review and approve the guiding principles for Hazard Trees and Tree Permits.The comprehensive code will not be sent out in the packet,just the agenda,the parking lot items and the next set of draft guiding principles.Todd will follow up with John and Ken regarding their comments on the comprehensive code revisions. He will include a response memo to the whole group before the next meeting. Tigard Urban Forestry Code Revisions CAC Page 6 Meeting#10 DRAFT Summary -8- The group unanimously agreed to sign the revised guiding principles for both the Standards for Development and Tree Grove Preservation, showing their support for these documents. Meeting adjourned at approximately 8:30 p.m. Tigard Urban Forestry Code Revisions CAC Page 7 Meeting#10 DRAFT Summary -9- Urban Forestry Standards for Development Development projects build, improve, and maintain public and private infrastructure i cluding streets and utilities in accordance with city standards. Development projects shall also contribute to the urban forest component of the city's green infrastructure regardless of existing site conditions as follows: Application 1. Provide an urban forestry plan by a certified arborist outlining methods for preserving, planting, and maintaining trees in accordance with industry accepted standards. 2. Meet tiered "effective canopy" targets 2( 5 - 40%)tailored by zone with: o New trees that have adequate soil resources, appropriate species, a diverse mix, and are well placed; or o Existing trees in good condition, suitable for preservation, appropriate species, and are well protected during development. 3. Require street trees and parking lot trees to meet-iiiere detailed soil volume standards. These trees often have limited access to soil needed to support their function of providing canopy over impervious surfaces. 4. Encourage planting of new trees that will be large stature at maturity to meet tiered canopy targets. Well placed, large stature trees are proven to have high benefit to cost ratios. Implementation 5. Require regular monitoring and reporting of an urban forestry plan during the course of development by a certified arborist to ensure successful implementation. 6. Record spatial and species specific data for inclusion in a publicly accessible inventory of trees. Readily accessible information on protected trees benefits citizens and the city when making future decisions in the years following development. Preservation Incentives and Flexible Standards 7. Grant bonus credits towards tiered canopy targets as an incentive for tree preservation.€er 8. Allow a fee in lieu of meeting tiered canopy requirements to be used for a designatedf-tH range of activities that support the uUrban€Forest y Master Plan in f,.,...vttet,, 9. To provide greater flexibility in meeting canopy requirements, allowP+evide a discretionary review track_ This is in lieu of meeting tiered canopy requirements or fees for incorporating innovative, alternate development proposals that provide equivalent environmental benefits as trees (energy, hydrology, solar,wildlife, etc.). 10.Allow modifications of an urban forestry plan during the course of development through a Type I review process so that planting and preservation strategies can be easily adapted. 11. Provide flexibility in sidewalk, parking, landscape, and lot standards to facilitate preservation and planting. -10- Tree Grove Preservation Incentives Within the city limits, 70 native tree groves covering 544 acres have been identified as significant through the state Goal 5 rule requirements. Development projects with a mapped Significant Tree Grove shall be eligible for flexible standards and incentives to aid in preserving the �ove. To be eligible groves shall be a minimum-size a significant percentage preserved. as Allowed Density 1. Allow reduction of minimum residential density requirements based on the amount of grove preserved. As more grove is preserved, require fewer units. 2. Allow transfer of residential density from the grove to the non-grove portion of a site. As more grove is preserved, allow a reduction in required setbacks, lot and unit dimensions. 3. Allow additional building height and reduced setbacks for commercial and industrial development that preserves a grove. Neighborhood Compatibility 4. Ensure compatibility with the surrounding neighborhood when transferring density for grove preservation. 5. Maintain adequate buffering and screening from surrounding development when adding height and reducing setbacks for commercial and industrial development that preserves a grove. Tree Grove Health 6. Waive any lot by lot canopy standard in favor of preserving cohesive canopy from a grove. 7. Establish authority to adjust street, sidewalk, parking and utility standards in favor of preserving a grove as long as it does not create an unreasonable risk to the public. 8. Require the applicant to work with a certified arborist to maximize the connectivity and viability of the preserved portion of a grove in accordance with industry accepted standards. 9. Require permanent protection and ffiatiageffient of a grove within a development that utilizes any of the flexible standards and incentives for grove preservation. -11- Patty Lunsford From: John Frewing <jfrewing@teleport.com> Sent: Wednesday, August 10, 2011 9:09 PM To: Todd Prager Subject: Frewing Comments on Draft Code, 8/10/11 Todd, Here is an electronic version of what I brought to the meeting this evening. John Frewing FREWING COMMENTS ON DRAFT TIGARD CODE REVISIONS (URBAN FORESTRY, 8/10/11) 1 The 'guiding principles' are different from the 'summary' of code revisions. They should be detained and the same. Reference to tree canopy should refer to 'canopy at tree maturity'. 2 There are no 'approval criteria' (with two minor and narrow exceptions, applicable only to special situations) in 18.790. They should be added. Reference to other documents do not constitute 'approval criteria' in land use decisions. 3 Section 7.40.060. Add horizontal clearance requirements from sidewalk or pavement. 4 Section 7.40.090. Incorporate 'greenway' definition in code; if it is the same as sensitive lands, say so in code. 5 Section 8. Add 'applicability' section, as other code sections do. 6 Section 8.02.020. Incorporate the provision that 'the more restrictive requirement applies where dual requirements are stated in code'. 7 Section 8.02.020. Make the ISA definitions the default definitions for terms not addressed in Tigard code — eg nursery stock, crown, trunk, root system (eg def BB). 8 Section 8.02.030.Y. Specify that tree canopy is the area 'directly below' the parts of the tree, not 'covered', since on a windy day, or under late day sun, a different area might be considered 'covered'. Add that specification of a tree canopy area refers to a particular and specified time, eg, at planting, or at maturity or some other time. 9 Section 8.04.020. Define the difference between 'City Manager Tree Permits' and City Board or Commission Tree Permits. Two different things, one for city, one for citizens? 10 Section 18.790.060.A. The word 'acceptance' appears in line 2; what is being accepted, how is it accepted, is it in writing? Clarify so everyone knows what the time limit is. Regarding subsequent sale or separation of lots/tracts, the urban forestry plan requirement should be required to be noted on any assignment, sale, deed, etc. 11 Section 18.790.060.B. The words 'guaranteed and required' appear in line 3; the reference to Urban Forest Manual refers to 'bonds' that I don't find required elsewhere. Where are (or include) details of the bonding requirement for establishment of planted trees. 12 UFM, Section 10, Part 1. Include the requirement that the mapping of trees should be overlain on a drawing of all site development features, like utility ditches, excavation for sewers, etc. so that a reviewer can determine if interferences exist. -12- 13 UFM, Section 10, Parts 1, 2 and 3. The UFM (and code definitions) set forth a new term called 'Development Impact Area', a portion of an overall development site 'affected' by expected construction activities. Trees are planted in this area with calculated mature canopy. However, when canopy cover is calculated, this 'Development Impact Area' is not used as the denominator, but the 'overall development' area is used. Thus the canopy cover requirement is biased by assuming canopy cover of the site area NOT within the Development Impact Area' — this is not true in most cases and is a very nonconservative assumption. Canopy cover should be based on the 'Development Impact Area.' 14 The code words give no hint at the former code wording that 'preservation is preferred over tree removal'; they should. The code words make no effort to preserve dead/dying trees that do not present a hazard to people or property; they should. z -13- Patty Lunsford From: John Frewing <jfrewing@teleport.com> Sent: Thursday, August 11, 2011 11:58 AM To: Todd Prager Cc: adrienne@jla.us.com Subject: Approval Criteria Todd, I just want to put in writing a bit more explanation of my comment last evening that the proposed Urban Forest revisions to the Tigard Development Code need to have 'approval criteria' added to them. The 'mother' provision appears in ORS 227.173 (1), where the basis for decisions is required to be standards and criteria written in the code which relate approval or denial to the provisions of the code. Last night, I pointed out that the actual words 'approval criteria' exist in other parts of the code for exactly this purpose. However, in the proposed 18.790, 1 find only two special and detailed elements which have 'approval criteria' and for a regular site development, no 'approval criteria' exist. I pointed out how the Tigard Hearings Officer has treated this matter very narrowly and carefully, giving examples. In the recent Fields application for extension of Wall St, including a bridge over Fanno Creek, the Hearings Officer stated (Final Order, page 11) 'the comprehensive plan is not an approval criterion'. He added (same page), 'TDC 18.360.010.A is a purpose statement, not an approval criterion'. On the next page,the Hearings Officer, notes that a signature, required on the Land Use Application (city form), ' is an application standard, not an approval criterion'. This last decision of the Hearings Officer is important, because in the proposed revisions of TDC 18.790,the code refers to the Urban Forestry Manual, which is not part of the code, but is an administrative document of the city. Hence,the provisions of the Urban Forestry Manual are not 'approval criteria'. Going to the LUBA website also provides numerous examples of where the term 'approval criteria' have been narrowly interpreted. The two narrow instances where 'approval criteria' are provided in 18.790 of the draft code revisions are for a discretionary plan review process (18.790.040C) and for flexibility of setbacks to preserve trees (18.790.050B.2). Last evening, you said that the city believed that the approval criteria of the overarching land use action (eg Site Development Review, Planned Development, etc.) make the requirements of 18.790 into 'approval criteria'. I disagree. The new 18.360.070 includes a 'submission requirement' of an urban forest plan, but the 'approval criteria' for 18.360, ie 18.360.090 DELETES the requirement that 18.790 is to be considered as 'approval criteria'. In fact,the commentary on 18.360.090 notes only that a 'cross reference' to 18.790 has been provided in 18.360.070,which is not 'approval criteria'. Please include this further explanation in my comments of last evening and include your response in a response memo to all CAC persons before the September 14 meeting of the CAC. I necessarily tried to be brief in last evening's discussion, and could have gone on as written here, but the consultant asked very clearly that we not dwell on issues with the draft code. John Frewing -14- Patty Lunsford From: Ken Gertz <Ken@Gertzco.com> Sent: Monday, August 22, 2011 4:17 PM To: Todd Prager; Tree Board Adrienne DeDonna Subject: Comments to Frewing comments 8/10/11 Todd My comments listed under Mr. Frewing's. FREWING COMMENTS ON DRAFT TIGARD CODE REVISIONS (URBAN FORESTRY, 8/10/11) 2 There are no `approval criteria' (with two minor and narrow exceptions, applicable only to special situations) in 18.790. They should be added. Reference to other documents do not constitute `approval criteria' in land use decisions. That is simply not true. 5 Section 8. Add `applicability' section, as other code sections do. 6 Section 8.02.020. Incorporate the provision that `the more restrictive requirement applies where dual requirements are stated in code'. I prefer the more "appropriate" requirement as the more restrictive may not be the best option. 9 Section 8.04.020. Define the difference between `City Manager Tree Permits' and City Board or Commission Tree Permits. Two different things, one for city, one for citizens? It reads to me that one is for type 1 approvals and one is for type 2 where a variance to the code is required as for Solar Access. 10 Section 18.790.060.A. The word `acceptance' appears in line 2; what is being accepted, how is it accepted, is it in writing? Clarify so everyone knows what the time limit is. Regarding subsequent sale or separation of lots/tracts, the urban forestry plan requirement should be required to be noted on any assignment, sale, deed, etc. I don't think a subsequent sale document is necessary or practical and the CAC has already voiced it's opinion on that several times. i -15- 12 UFM, Section 10, Part 1. Include the requirement that the mapping of trees should be overlain on a drawing of all site development features, like utility ditches, excavation for sewers, etc. so that a reviewer can determine if interferences exist. This cannot be reasonably done in most instances and should not be a requirement. To include all the requirements asked for would render the plan illegible. Additionally, since preservation is rewarded in the new code, the additional requirement becomes a mute point and an additional expense and burden on the home owner. Also, in my experience, blanket requirements like this lead the novice to believe conditions are different then they actually are. For instance, for excavation, many things need to be taken into account to calculate how much room is needed to dig a sewer trench. Depth of pipe, pipe size, manhole locations, lateral locations, additional width with shoring, evacuation of the spoils, reloading back-fill, equipment maneuverability, all of which multiply exponentially in loose soils. What may look like a massively wide ditch may in reality not be wide enough. Misreading drawings by novices has be figured into many appeals. So don't go there. 13 UFM, Section 10, Parts 1, 2 and 3. The UFM (and code definitions) set forth a new term called `Development Impact Area', a portion of an overall development site `affected' by expected construction activities. Trees are planted in this area with calculated mature canopy. However, when canopy cover is calculated, this `Development Impact Area' is not used as the denominator, but the `overall development' area is used. Thus the canopy cover requirement is biased by assuming canopy cover of the site area NOT within the Development Impact Area' —this is not true in most cases and is a very nonconservative assumption. Canopy cover should be based on the `Development Impact Area.' I think what is intended, is that in order to preserve a section of trees, that section of land may be excluded from the Development Impact Area, so as an incentive to the preservation of the trees, it would behoove the code to include those trees into the calculation. 14 The code words give no hint at the former code wording that `preservation is preferred over tree removal'; they should. The code words make no effort to preserve dead/dying trees that do not present a hazard to people or property; they should. Preservation is preferred over tree removal has been brought up and shot down in appeals several times. It has no legal bearing and therefore should not be included. Also, no clear and objective standard can be made. While I understand and agree with the preservation of dead/dying trees, the preservation of a dead tree should be left up to the owner as they are the ones who will be liable for it. Ken Gertz President Gertz Fine Homes Voice 503-692-3390 Fax 503-692-5433 2 -16- Patty Lunsford From: Ken Gertz <Ken@Gertzco.com> Sent: Tuesday, August 23, 2011 9:30 AM To: Todd Prager Cc: Tree Board Adrienne DeDonna Subject: Re: Comments Frewing August 11, 2011 Please include them in the packet. Ken Gertz President Gertz Fine Homes voice 503-692-3390 Fax 503-692-5433 On 8/23/20118:24 AM, Todd Prager wrote: Thanks for you emails Ken. Question...did you want me to include this email and your previous email in the packet under the "comments" section or do you simply want me to consider your comments when responding to John's comments for the next CAC packet? Thanks, Todd From: Ken Gertz [mailto:Ken@Gertzco.com] Sent: Monday, August 22, 20114:23 PM To: Todd Prager; Tree Board Adrienne DeDonna Subject: Comments Frewing August 11, 2011 Todd, I see John Frewing is pushing hard to make the entire new tree code and UFM approval criteria. As you know,he is a frequent appelent, and of all people and he should be well versed in what this would do to hamper the Cities ability to conduct it's business efficiently. I would suggest you think long and hard before adding the new tree code and UFM provisions to the list of Approval Criteria. Doing so would only add fuel to the fire, opening the entire tree code and possibly the Urban Forestry Manual up to costly and delaying appeal after appeal. In at least two of John Frewing's recent appeals,both the Hearings Officer and LUBA deemed certain provisions of the tree code to not be approval criteria(instead they were application requirements or purpose statements). This is an important distinction because these types of provisions are not subject to substantive appeal under Oregon land use law. My suspicion is that he is trying to add loop holes that can be exploited in the quasi-judicial process. ORS 197.307(3)(b), as well as John's citing of ORS 227.173 clearly state that cities like Tigard must only apply clear and objective standards in regulating residential development. Because much of the Tree code is discretionary and designed to be flexible, it is not clear and objective and is not appropriate approval criteria. There are some things that are clearly approval criteria, while other portions of the tree code are not practically enforceable or may not be applicable in all circumstances. 1 -17- Unfortunately, a handful of anti progress people will try to use the code to stifle needed development and upgrading. In my 35 years of experience, codes are a case of less is more. Providing a short list of Approval Criteria is much preferred and easier to manage. Approval criteria should be something that can be clearly determined as "does comply" or"does not comply." Where the City wants to add flexibility in the Code, it is best done at the applicant's option. Additionally, one of the biggest problems of the current tree code is the inability to change the plan as needed to meet changes that develop. The fact that the tree plan under the new code is open to change after the project has been approved makes it even more imperative it be an Application Requirement and NOT an Approval Criteria. Ken Gertz President Gertz Fine Homes Voice 503-692-3390 Fax 503-692-5433 DISCLAIMER: E-mails sent or received by City of Tigard employees are subject to public record laws. If requested, e-mail may be disclosed to another party unless exempt from disclosure under Oregon Public Records Law. E-mails are retained by the City of Tigard in compliance with the Oregon Administrative Rules "City General Records Retention Schedule." 2 -18- Patty Lunsford From: Ken Gertz<Ken@Gertzco.com> Sent: Tuesday, August 23, 2011 11:29 AM To: Todd Prager; Tree Board Adrienne DeDonna; Ernie Platt; Dave Nielson Subject: Forestry Code Response 8/22/11 Attachments: Gertz Forestry Code Response 8-22-11.doc Todd, See attached Word Doc. Let me know if you did not get it. Ken Gertz President Gertz Fine Homes Voice 503-692-3390 Fax 503-692-5433 i -19- Todd, You guys have done a great job and I appreciate all you have done. There are still a few glitches,but I am optimistic these can be worked out. This new code will be a far cry better than the old one and is sure to do a much better job of adding canopy to Tigard. Good job team. Here are my comments of the code dated 8/10/11. I included page numbers for quick reference to hopefully speed your review. Please include in the packet or as necessary. Page 21 8.04.020.1)Allow for extensions and also grant extensions and continue as necessary throughout the document. Page 123 18.350.070.A.4.a.1 Greatest degree possible? As this is an approval criterion,I suggest you remove this statement as it is not enforceable. Page 129 18.360.090.A.2.a.1 where possible As it is an approval criterion,what exactly is where possible? Needs to be clear and objective. Trees can be removed,topography can be overcome and drainage can be rerouted or it drainage is in a buffer and handled by CWS/DEQ. I think this whole line can be removed. Page 131 18.360.090.12.a Is this a requirement for all developments or just PUDs? And if so when is it required? Is the numbering correct? It does not seem to jive with page 129 with the same 18.360.090. Page 197 18.745.050.B.4.a. Buffer trees This does not work with the current standards for partial street improvements,flag lots or private drives. Remember fences and retaining walls also need to be installed in the same location in many instances. Also foot paths as the one I build at Weigela. If these requirements are required,density will certainly be severely impacted. Suggest exempting at least these items and there may be more like this. Should check with Cheryl and Kim on this. Page 217 18.790.030.0. The minimum 20%tree requirement is a bad idea. The way I read this is if I were to meet my requirements for canopy coverage through preservation or planting on the overall site,I will still have to pay a fee for any lot that is under 20% canopy. This idea is counter productive to the intent of the preservation of trees under the UFM. There are a lot of people that do not want trees on there lots. It is an incentive to me to be able to save or plant on my other lots in order to provide some lots with no trees. Why should I save trees if I am still going to have to pay in the end? The cost of saving may not be worth the effort if that is the case. Page 221 18.790.040.C.La Shouldn't Views also be included as discussed at the CAC? Page 231 18.790.050.C. Didn't the CAC decide less than 50%would still be beneficial? -20- Page 243 18.790.060.D. Processing Fee Consider adding a reasonable to processing fee. I would like a number here. We don't want it to be another way to charge what would amount to another S.D.C. Page 247 18.790.070.B.I The way I read this,the exemptions would not be using a type 1 and would then do a type 2? Shouldn't all this section be performed under a type 1? Page 247 18.790.070.B.1.a The way that I read this removing a tree that is on a tree plan is not covered under the type 1 process so would be a type 2? If so,this would be counter to what we have been talking about all along,regarding being able to modify the tree plan as needed. What I prefer to do is to save as many trees as possible,then decide if the tree needs to be removed when the home is built. It allows me to save more trees that way. But if I am going to be required to do a type 2,I will mark them as remove and cut them with the development. That's silly. Page 275 Section 7 Part l.b.I For development,the requirement for a target should be removed as the target will be there,but is not there now. For that matter,target should be removed altogether,as there is nearly always a target in the city. General Note:I see in my notes the requirement to GPS the trees. I would think the plot plan that shows the trees is adequate for planted and saved trees. It is really costly to bring in a surveyor to GPS a tree after the home is done. It would cost more to GPS the tree than it cost to plant it in the first place. GPS locating trees will also add significantly to cost of the development compared to what we do know. A tree is a pretty big thing and hard to miss,I think a plat map is all that is necessary. Page 291 Section 10 Part 3 m.ii.a. Would a small group of trees like one saved from a stand of trees be classified as open grown? It is not really a stand and not really open grown is it? I would assume that if I saved a group of 3 trees out of a stand of trees it would count for the full canopy,not just one tree or even worse no trees. Perhaps the language should be modified to include all trees. I think you could remove m.ii.b if you did. Page 291 Section 10 Part 3 m.c. Because it is such a big part of the tree canopy calculations,I think we need a statement added that specifically talks about and allows for the counting of the entire planted or standing street tree canopy towards canopy coverage whether the associated right of way is a part of the development or not. I see on page 191 5.c it speaks to the existing trees,but I don't see anything specifically about planted street trees,and neither one clearly acknowledge that the entire canopy will be counted toward the canopy coverage whether it is overhanging the site or the right of way adjacent,but not technically apart of the development. For instance,I could see this as a problem where there was a minor partition or development that did not do street improvements,so technically the tree is not covering"associated"right of way. A simple statement like"The entire mature canopy of all street trees including portions extending beyond the overall development site"should suffice. -21- Page 292 Section 10 Part 3 nd I believe that 40%is too high a number for canopy coverage. I think a more reasonable number would be 25-30%to be achievable and not have the future owners cut them down to allow sun into their yards. The requirement should be such to allow for increasing trees across other lots so as to provide some lots with no trees. As forests have meadows,so we should have shade free lawns. Page 292 Section 10 Part 3 n.i Single Family lots smaller than R-4.5 should be exempt as the majority of the tree canopy will come from required street trees,as there is little room for planting trees in people's yards. Due to demand for family homes on low maintenance lots,and the influx of A.D.U.and Casitas for extended family members we are currently building 3400 Sq Ft homes on 4500 Sq Ft lots which is within the allowable use of the property and is a preferred by Metro. The homes are all the way to the setback lines. By the time we build a deck or patio,there is no room for appreciable trees in the back or side yards. It is only reasonable to exempt small lots and save a lot of trouble. Page 292 o. The minimum 20%tree requirement is a bad idea. The way I read this is if I were to meet my requirements for canopy coverage through preservation or planting on the overall site,I will still have to pay a fee for any lot that is under 20%canopy. This idea is counter productive to the intent of the preservation of trees under the UFM. There are a lot of people that do not want trees on there lots. It is an incentive to me to be able to save or plant on my other lots in order to provide some lots with no trees. Why should I save trees if I am still going to have to pay in the end? The cost of saving may not be worth the effort if that is the case. Page 293 Section 10 Part 4 a.La This is a really high fee you are asking for. I was unable to find the price of a tree on the PNC-ISA web site so I assumed the$174.00 referenced in the commentary on Page 218. A 7500 Square Foot Lot would equate to 50.847 trees. 50.847X$174.00=$8,847.46. With a number like this,you can expect it to causing hard feelings between the citizens and the City and that the home owners will plant the trees and remove them at their convenience. One of the flaws in the math is the use of 59 Sq.Ft. If I were going to plant a tree,I would get credit for a tree of 706 Sq.Ft. So why are we not using that number,which would be 4.25 trees. 4.25 X$174.00=$739.50. That seems a more reasonable number to use to charge someone to not plant trees on their own lot. Page 293 Section 10 Part 4 a.ii The minimum 20%tree requirement is a bad idea. The way I read this is if I were to meet my requirements for canopy coverage through preservation or planting on the overall site,I will still have to pay a fee for any lot that is under 20%canopy. This idea is counter productive to the intent of the preservation of trees under the UFM. There are a lot of people that do not want trees on there lots. It is an incentive to me to be able to save or plant on my other lots in order to provide some lots with no trees. Why should I save trees if I am still going to have to pay in the end? The cost of saving may not be worth the effort if that is the case. -22- Page 295 Section 11 UFP Part 1.c.Sight inspection should only be required when existing trees are saved. Page 295 Section 11 UFP Part 1.d.This seems odd. If there are several builders in a development,why would an individual builder have to inspect the whole community and open spaces? Shouldn't this be incorporated into Part 1.c.and just do it once before any permits are pulled for buildings? NOTE:I would assume the tree plan can automatically be modified without fee with a building permit. This would include the distribution of planted trees throughout the development. This should be in the code someplace. Note:The responsibility for maintaining existing and planting trees should be able to be passed on from the developer to the builder or building permit applicant. Page 296 Section 11 UFP Part 2 d. I am concerned about the ability for the developer or builder to warranty any tree beyond the first home occupancy,as the developer or builder has absolutely no control over the tree once the keys are handed over,nor do they or the City have the right to trespass to even inspect the trees let alone water and fertilize them. With the Dollar amounts you are talking about,this may be a hardship penalty many builders are not willing to risk with negative results. Consider exempting single family lots from this standard. Just require the planting be verified at Occupancy Permit. Page 296 Section 11 UFP Part 2 e. Successful establishment shall be 80%survival. So what is the replacement of 100%about? So if 20%die,you have to replace them and that is what is required? Page 296 Section 11 UFP Part 2 g.So if an owner removes the trees and the time limit runs out,the developer/builder is on the hook for another 2 years,and so on and so on throughout eternity? Crazy on residential lots see above page 296 Part 2 d. Page 297 Section 12 Part 1 a.The Table. The way I read this,a public street would require a 1000 CF volume. So in a standard 5'planter 3'deep,you would need 66.66 LF? 66.66 X 5 X 3=1000. A pretty good trick when you figure the street trees are spaced 30'apart.Is that for real? So every single street tree would need some sort of special vault? If so we require a cost effective way to achieve these soil volumes. Also some drawings would be helpful. Page 265 Section 2 Part 1 £i-v Planting next to a hard surface seems to be inconsistent with planting in a planter strip next to a curb and sidewalk. Pease find all instances and correct as it would appear that only small stature trees can be planted in a standard planter strip? And it is inconsistent with Page 265 Section 2 Part 1 g of the same chapter regarding root barriers,which would require root barriers be installed on all street trees up to a 10'planter strip. That is really brutal. Also see page 274 e.vi-viii and 276.D.iii.e- g and PG 277.e-g,Pg 280C.iii.e-g.and site plan requirements and probably more places later in the book. -23- Note: Are all the trees in the various attachments approved for planter strips or are they just trees that are approved for general planting? Should there be a separate list for street trees? I did not see a list on the old 18.745.040 B but it seems there was one that was available at the counter? -24- Patty Lunsford From: Todd Prager Sent: Wednesday, August 24, 2011 10:26 AM To: 'Jim Hamstra' Cc: Darren Wyss Subject: RE: Urban Forestry Code Revisions Citizen Advisory Committee Meeting#10-August 10, 2011 Hi Jim, Thanks for your comments. I want to respond to both: 1. As I mentioned at the August 10, 2011 CAC meeting,tree permits are not proposed to be expanded to additional areas where they are not already required. Also,the tree grove overlay is not intended to be survey quality, but will be further refined if a development project intends on utilizing the incentives for preservation. 2. Concerning the wildfire issue, staff has worked on this with TVF&R. A new line has been added to the approval criteria for tree removal in the draft code that if the fire marshal recommends removal of a tree on the basis that it presents a significant fire hazard that cannot be abated by pruning or other non-removal method, it will be permitted for removal. I hope this addresses your concerns, and thank you for commenting and participating in this project. Sincerely, Todd Prager Associate Planner/Arborist City of Tigard 503.718.2700 From: Jim Hamstra [mailto:jrhamstra@gmail.coml Sent: Wednesday, August 10, 20117:29 PM To: Todd Prager Subject: RE: Urban Forestry Code Revisions Citizen Advisory Committee Meeting #10 - August 10, 2011 Todd, I am sitting in the meeting and I want to go on-record with two concerns: 1) Extension of the protected/regulated areas beyond the aleady-defined sensitive areas and significant habitat areas - specifically as this relates to already-developed lots 2)Wildfire protectio recommendations to limit high-gowing vegetation near structures. There have been a few wildfires in the Portland metro area that were difficult to control - basically they raced up ravines and threatened structures along the rim. For fire safety there needs to be allowance for owners in potentially threatened areas to clear vegetation within some reasonable distance of structures in ares with dense vegetation. For a back yard like mine there is a difficult tradeoff between maintaining sufficient vegetation to limit soil movement while avoiding excessive storm and fire hazard. I have previously raised both of these issues verbally and I have yet to see any results. In my case I am taking the precaution of removing any trees now that I think may be problematic later. -25- From: Todd Prager <todd ti.ard-or.aov> Sent: Thursday, July 21, 20118:37 AM Subject: Urban Forestry Code Revisions Citizen Advisory Committee Meeting #10 - August 10, 2011 Dear Members of the Public, You are receiving this email because of an expressed interest in Tigard urban forestry. I have posted the packet for the next UFCR CAC meeting and the comprehensive draft code to the UFCR website at: http://www.tigard-or.gov/community/trees/code revision.asp. The next CAC meeting will be held: Wednesday, August 10, 2011 6:00-9:00 pm Tigard Town Hall (where Council meets at City Hall) 13125 Hall Blvd.,Tigard, OR 97223 Please find in the packet: • CAC Meeting Summary (6/8/2011) • Comments • Housekeeping Revisions Incorporated into the Comprehensive Draft Code • Parking Lot Items for Urban Forestry Standards for Development and Tree Grove Preservation Incentives • Memo Regarding the Canopy Standard • Draft Guiding Principles for Urban Forestry Standards for Development and Tree Grove Preservation Incentives Thank you, Todd Prager Associate Planner/Arborist City of Tigard 503.718.2700 DISCLAIMER: E-mails sent or received by City of Tigard employees are subject to public record laws. If requested, e-mail may be disclosed to another party unless exempt from disclosure under Oregon Public Records Law. E-mails are retained by the City of Tigard in compliance with the Oregon Administrative Rules "City General Records Retention Schedule." 2 -26- City of Tigard . . Memorandum To: Urban Forestry Code Revisions Citizen Advisory Committee From: Todd Prager,Associate Planner/Arborist Re: Summary of Additional Revisions Incorporated into the Comprehensive Draft Urban Forestry Code Revisions Date: August 23, 2011 Introduction Staff has completed another review of the Comprehensive Draft Urban Forestry Code Revisions to identify any necessary revisions to improve code clarity, consistency and effectiveness. When completing the review, staff paid particular attention to additional revisions suggested by CAC members. Below is a summary of the additional revisions that have been incorporated into the comprehensive draft since the August 10, 2011 meeting of the CAC. Please note that the comprehensive draft has been reviewed by the city attorney and will be further refined during the upcoming technical review process. Summary of Additional Revisions 1. Revised the title of Albert Shields in the acknowledgements section to Program Development Specialist to reflect his new title. 2. Made additional revisions throughout the document to conform to AP style requirements which is the city standard. 3. Revised the background and summary section to incorporate the CAC's "Guiding Principles" to serve as the summary of the code revisions. 4. Revised page numbers throughout the document as needed to reflect a shift in page numbers due to the additional revisions. 5. Revised section 8.02.030 by adding a comprehensive definition of"Person" (which is the same definition of"Person" in Title 18). Council requested this at their July 19, 2011 meeting so it is clear that a homeowners association (or other group) would have standing utilize the hazard tree evaluation and abatement procedure (see code section 8.08.030) if they have the potential to be impacted by a hazard tree. 6. Code amendments for chapter 18.775 (Sensitive Lands) were mistakenly omitted from the August 10, 2011 comprehensive draft. The CAC reviewed these amendments separately at a prior meeting, and they got separated from the comprehensive document. They have been -27- incorporated into the comprehensive document without any changes to the text previously reviewed by the CAC. Commentary has been added for the code amendments explaining the reasons for adding cross references between chapters 18.775 and 18.790 (Urban Forestry Plan). 7. Revised section 18.790.050.0 (Additional Flexible Standards and Incentives for the Preservation of Significant Tree Groves) by striking the text requiring "permanent management" of significant tree groves that utilize any of the flexible standards or incentives during development. The CAC consensus at the August 10, 2011 meeting was that the term "permanently preserved" is sufficient, and requiring permanent management is overly burdensome. S. Revised section 18.790.060.A (Urban Forestry Plan Implementation, General Provisions) to clarify the timeframe that an urban forestry plan is considered active. The term "final acceptance" has been replaced with "the director determines all applicable urban forestry plan conditions of approval and code requirements have been met". 9. Revised the approval criteria in Sections 3, 5, 6, 7, 8 and 9 of the Urban Forestry Manual to allow tree removal through the City Manager Decision Making Procedures when a tree is recommended for removal by the fire marshal. The fire marshal has agreed to evaluate trees to determine if they present fire hazards to habitable structures or limit emergency access for rescue workers. The fire marshal will work with the city arborist to determine whether alternatives to tree removal such as pruning or other treatment are feasible, with removal being the last resort to abate fire hazard or emergency access issues. The commentary in Title 8 has been correspondingly revised to reflect the additional tree removal approval criteria for fire hazard and emergency access issues. 10. Revised Section 10, part 2, items 1 and m in the Urban Forestry Manual to allow flexibility in the placement of trees relative to the face of habitable buildings in downtown Tigard. Council requested this change at their July 19, 2011 meeting because downtown Tigard has more limited space for tree planting, and requiring minimum setbacks from buildings in all cases could result in less trees downtown. The revised text allows the city manager or designee to consider reduced setbacks from habitable buildings in downtown Tigard on a case by case basis. 11. Section 11, part 1 items a-d have been revised to clarify that site inspections are for tree protection measures. 12.Revised the title of Attachment 2 (street tree lists) to clarify that the trees are approved for use as street trees. -28- City of Tigard . . Memorandum To: Urban Forestry Code Revisions Citizen Advisory Committee From: Todd Prager,Associate Planner/Arborist Re: Summary of Parking Lot Items for Urban Forestry Standards for Development and Tree Grove Preservation Incentives Date: August 11, 2011 Due to limited meeting time, a number of issues raised by Citizen Advisory Committee members but not fully addressed at meetings have been placed in a list of "Parking Lot" items to be addressed as part of the comprehensive review phase of the project. Below are the Parking Lot items from the topics of Hazard Trees and Tree Permit Requirements, with a staff update/response and applicable code sections. Citizen Advisory Committee members may choose to discuss further at the September 14, 2011 meeting. -29- TOPIC PARKING LOT ITEM STAFF UPDATE/RESPONSE CODE SECTION 1. Hazard Define legal standing of This has been incorporated into the 8.08.030 Trees claimant as someone who draft code. Claimant must have the will be impacted by the potential to be impacted by a tree hazard tree. before they have legal standing to engage the in the hazard tree evaluation and abatement procedure. 2. Hazard Fee for bringing a claim for Fee schedule is a council decision. A N/A Trees hazard tree should be lower CAC recommendation on fees could be than$500. forwarded to council during the adoption process. 3. Hazard Definition of noxious This has not been incorporated into the 7.40.050 Trees vegetation should exclude draft code although the concern has compost piles. been addressed. Code enforcement staff has verified that properly managed compost piles are not considered noxious vegetation. Modifications to the text of the Nuisance Chapter (7.40) not related to trees is a separate, ongoing project that the public may participate in. 4. Hazard Allow for other options This has been incorporated into the 8.02.030 Trees besides removal of a hazard draft code. Definition of"hazard tree tree. abatement" allows for abatement through "pruning...or other means necessary." 5. Hazard Carry forward hazard tree This has been incorporated into the 18.120.030 Trees definition to development draft code. Definition of hazard tree is 8.02.030 code and other sections of the same in Title 18 and Title 8. the code. -30- TOPIC PARKING LOT ITEM STAFF UPDATE/RESPONSE CODE SECTION 6. Hazard Treat hazard trees on This has not been incorporated into the 8.02.030 Trees developed property draft code. The definition for hazard differently from hazard trees trees incorporates the probability of on developable property. failure, size of defective part, and target, whether on developed or developable property. The International Society of Arboriculture (ISA) standard is to apply the rating system consistently to each situation. If a property is in the process of developing, the evaluator could factor any additional targets into their evaluation. Staff recommends not creating a separate evaluation process for developed and developable property because it is inconsistent with industry standard. 7. Hazard The city should follow the This has been incorporated into the 8.08.030 Trees same standards for hazard draft code. The proposed code does trees as citizens. not differentiate between the city and citizens. For example, a citizen could bring a hazard tree claim against the city (as periodically happens). In this case, the city would be subject to the same requirements as any other citizen. 8. Hazard Address stand management This has been incorporated into the 8.04.020 Trees of a large scale insect draft code. Stand management for infestation in tree stands. items such as pest and disease outbreaks and overstocking of trees is a permitted activity through the City Manager Decision Making Procedures for all the re ated tree types in Title 8. 9.Hazard Define natural habitat areas This has not been incorporated into the 7.40.090 Trees where grass can be kept 10" draft code. It was identified as out of high. Improve definition of scope for the Urban Forestry Code "noxious vegetation" to Revisions project. Modifications to the exclude vegetation in natural text of the Nuisance Chapter (7.40) not areas so that vegetation in related to trees is a separate, ongoing natural areas does not have project that the public may participate to be maintained at 10" high. in. -31- TOPIC PARKING LOT ITEM STAFF UPDATE/RESPONSE CODE SECTION 1. Tree The city should assume This is inherently addressed through 8.10.040 Permit risk when they decline an the city's permitting functions. Requirements application for removal of There is risk associated with all a tree. permitting decisions made by the city. Adherence to code requirements, administrative procedures and clearly documenting the basis for decision making limits (but does not eliminate) the city's risk when making permitting decisions. 2. Tree Fines for illegal removal This has been incorporated into the 8.20.040 Permit of trees (increase?) draft code. A minimum fine is Requirements proposed ($250) as well as a maximum fine (the city's cost to plant and maintain an equivalent number of trees as the diameter of the one that was removed) for violations of the tree removal provisions. There was previous CAC consensus on the issue. 3. Tree Soil compaction and soil This has been incorporated into the 18.745.040 Permit vaults (for street trees) draft code. Soil preparation and 18.790.050 Requirements planting requirements for street trees are required by Chapter 18.745 according to the specifications in the Urban Forestry Manual. Minimum soil volume requirements are tied to the width of the sidewalk right of way. Flexible standards to increase the size of the planting strip to provide additional soil volume for street trees without losing development potential is allowed by Chapter 18.790. -32- TOPIC PARKING LOT ITEM STAFF UPDATE/RESPONSE CODE SECTION 4. Tree ISA and ANSI standards This concern has been addressed. 8.02.030 Permit need to be clear and easy The city has copies of ISA and ANSI 18.120.030 Requirements to research by the public standards available for public review (Def. of Tree within the permit center. Staff is Care Industry available to explain ISA and ANSI Standards) standards when there are questions by the public. There are also a number of websites and organizations available to explain ISA and ANSI standards as well as other best urban forestry practices. In addition, according to the Urban Forestry Master Plan,increasing urban forestry education and outreach materials is part of the city's upcoming work program after the Urban Forestry Code Revisions project is complete. This will allow for an opportunity to explain the code provisions in an easy to understand and user friendly way. 5. Tree Sidewalk size should be This has been incorporated into the 18.790.050 Permit flexible to allow for street draft code. Flexible standards to Requirements trees increase the size of the planting strip to provide additional soil volume for street trees without losing development potential is allowed by Chapter 18.790. -33- TOPIC PARKING LOT ITEM STAFF UPDATE/RESPONSE CODE SECTION 6. Tree There should be better This has been incorporated into the 18.790.060 Permit education to homeowners draft code. Chapter 18.790 requires Requirements about which of their trees the recording of spatial and species require permits for specific data for inclusion in a removal. publicly accessible inventory of trees. This will allow homeowners to access information on their trees in the years following development via computer so they can easily determine which trees require permits. In addition, the city currently has a program that mails out postcards on a quarterly basis to all new Tigard property owners informing them about the city's tree regulations and to "click/call before you cut". The city regularly assists homeowners in determining which trees require permits for removal. Finally, according to the Urban Forestry Master Plan,increasing urban forestry education and outreach is part of the city's upcoming work program after the Urban Forestry Code Revisions project is complete. This could include additional outreach to homeowners about the city's new regulations and which trees require permits for removal. 7. Tree Need to clarify the intent This has been incorporated into the 8.04.020 Permit that if there is not room commentary of the draft code by (commentary) Requirements for a new tree, then an in adding the statement"If there is not lieu of fee should not be room on site for a replacement tree, required. then no fee in lieu is re uired." -34- TOPIC PARKING LOT ITEM STAFF UPDATE/RESPONSE CODE SECTION —;.,—Tree There should be a This has not been incorporated into 8.18.070 Permit replacement provision for the draft code. The heritage tree Requirements heritage trees just like program is a voluntary program for there is for other tree recognizing and protecting removal situations. exceptional trees. The process for designating a heritage tree requires Tree Board and City Council approval through a public process. Heritage trees may only be removed due to condition (dead, severe decline, hazard) or through a public review process. Thus heritage trees are the most protected category of trees in Tigard. Staff recommends not requiring replacement of heritage trees for four main reasons. First, the replacement tree will replace the unique attributes for which the original heritage tree was designated. Next,if the replacement tree is also considered a heritage tree,it will not have been so designated through the formal,public Tree Board and City Council approval process as required for other heritage trees. Third, there are not that many heritage trees in Tigard, so not requiring replacement will have an insignificant impact on the overall urban forest. Finally, there is already reluctance by property owners to nominate heritage trees because of the restrictions against removing them. If these restrictions are extended to not only the subject heritage tree,but also every replacement tree,it may provide an additional disincentive for the heritage tree program. 9. Tree Add a provision to the This has been addressed. Permits 8.12.020 Permit code that a permit should will be required to remove dead trees 8.12.040 Requirements be required for dead tree in sensitive lands. Necessary changes removal on sensitive have been made to sections 8.12.020 lands. and 8.12.040 and section 6 of the Urban Forestry Manual. -35- City of Tigard . . Memorandum To: Urban Forestry Code Revisions Citizen Advisory Committee From: Todd Prager,Associate Planner/Arborist Re: Response to John Frewing and Ken Gertz Comments Date: August 17, 2011 John Frewing and Ken Gertz had a number of written comments about the comprehensive draft code at the August 10, 2011 Citizen Advisory Committee meeting. Due to limited meeting time, the Citizen Advisory Committee requested a written response to their comments for the September 14, 2011 meeting. Below is staff's response to the comments. -36- John Frewing Comments COMMENT STAFF RESPONSE 1. The `guiding principles' are different from the Staff will integrate the guiding principles into the `summary' of code revisions. They should be background and summary section of the code detained and the same. Reference to tree revisions so they are the same. The specific canopy should refer to `canopy at tree maturity'. language of the guiding principles will be determined by the CAC through consensus. 2. There are no `approval criteria' (with two Chapter 18.790 contains development standards minor and narrow exceptions, applicable only that are required to be met for a variety of Type to special situations) in 18.790. They should be II and III land use permits (CUP, DDR,MLP, added. Reference to other documents do not PD, SLR, SDR, and SUB). The approval criteria constitute `approval criteria'in land use for each of these land use permits references decisions. compliance with all applicable development standards,which includes the development standards in chapter 18.790. This continues current administration of the development code. As requested, the city attorney has reviewed and a roved this response. 3. Section 7.40.060. Add horizontal clearance Section 7.40.060.A requires minimum horizontal requirements from sidewalk or pavement. clearance of 8 feet above sidewalks and 13 feet above streets. 4. Section 7.40.090. Incorporate `greenway' This revision was identified as out of scope for definition in code;if it is the same as sensitive this project because it extends beyond the issue lands, say so in code. of trees. 5. Section 8. Add `applicability' section, as Some chapters in the existing code include an other code sections do. applicability section and some do not. This has not been identified by the city attorney as a requirement for the draft code. 6. Section 8.02.020. Incorporate the provision Section 8.02.020 states that the more restrictive that `the more restrictive requirement applies provisions apply when there is a conflict where dual requirements are stated in code'. between multiple code provisions. 7. Section 8.02.020. Make the ISA definitions Section 8.02.020 states that terms not addressed the default definitions for terms not addressed in the code have their normal dictionary in Tigard code—eg nursery stock, crown, trunk, meaning. This allows staff to define terms using root system (eg def BB). dictionary definitions as issues arise. 8. Section 8.02.030.Y. Specify that tree canopy Section 8.02.030 provides a general definition is the area `directly below' the parts of the tree, for tree canopy to describe what it is. Section not`covered', since on a windy day, or under 10,part 3 of the Urban Forestry Manual late day sun, a different area might be provides the specific methods for calculating considered `covered'. Add that specification of "effective tree canopy cover" to meet standards a tree canopy area refers to a particular and for development. specified time, eg, at planting, or at maturity or some other time. -37- COMMENT STAFF RESPONSE 9. Section 8.04.020. Define the difference The purpose statement in section 8.04.010 between `City Manager Tree Permits' and City generally describes the difference between the Board or Commission Tree Permits. Two city manager process and the city board or different things, one for city, one for citizens? commission process. The procedures in section 8.04.020 explain that approval for the city manager process is based on the approval criteria in the Urban Forestry Manual (dead, dying, hazard, etc.). The approval for the city board or commission process is discretionary with a weighing of the tree benefits and reasons for removal. 10. Section 18.790.060.A. The word For clarification as to when an urban forestry `acceptance' appears in line 2;what is being plan is no longer active, the term "final accepted,how is it accepted,is it in writing? acceptance"has been replaced with "the director Clarify so everyone knows what the time limit determines all applicable urban forestry plan is. Regarding subsequent sale or separation of conditions of approval and code requirements lots/tracts, the urban forestry plan requirement have been met"in section 18.790.060.A. This should be required to be noted on any will be documented in the city's permit tracking assignment, sale, deed, etc. system (as is current practice). Regarding subsequent activities on a property, the CAC consensus was to use education and outreach (property owner mailings,newsletters, publicly accessible inventory of protected trees, etc.) to alert owners of any tree re uirements. 11. Section 18.790.060.B. The words Section 18.790.060.B references Section 11, part `guaranteed and required' appear in line 3; the 2 of the Urban Forestry Manual. Section 11, reference to Urban Forest Manual refers to part 2 describes the tree establishment `bonds' that I don't find required elsewhere. requirements for all trees planted to meet the Where are (or include) details of the bonding Urban Forestry Plan requirements. The bond requirement for establishment of planted trees. amount is the city's cost to plant and maintain a tree for two years (which will be included in the city's Master Fees and Charges Schedule) multiplied by the total number of planted trees. After the trees are planted and survive for two years the bond will be reduced following written verification by the project arborist. This essentially documents the city's current practice for tree mitigation, except it is expanded to all trees (street trees,parking lot trees, etc.). -38- COMMENT STAFF RESPONSE 12. UFM, Section 10,Part 1. Include the Section 10,part 1 of the Urban Forestry Manual requirement that the mapping of trees should requires all development impacts (construction, be overlain on a drawing of all site development grading,paving, trenching, etc.) to be shown on features, like utility ditches, excavation for the urban forestry plan in relation to existing sewers, etc. so that a reviewer can determine if trees. There is an allowance for the interferences exist. development impacts to be detailed separately on multiple plan sheets as long as existing trees are included for reference. This will allow the reviewer (and applicant) to determine if conflicts exist. 13. UFM, Section 10, Parts 1, 2 and 3. The The development impact area is the portion of UFM (and code definitions) set forth a new the site that will be disturbed by development term called `Development Impact Area', a (construction,grading,paving, trenching, etc.). portion of an overall development site `affected' The urban forestry plan calls for more detailed by expected construction activities. Trees are information on individual trees in the planted in this area with calculated mature development impact area so the reviewer and canopy. However,when canopy cover is applicant can determine if conflicts exist with calculated, this `Development Impact Area'is existing trees. The effective canopy requirement not used as the denominator, but the `overall is for the overall development site which is often development' area is used. Thus the canopy larger than the development impact area, cover requirement is biased by assuming canopy particularly in cases where there are sensitive cover of the site area NOT within the lands that will not be disturbed by development. Development Impact Area'—this is not true in Therefore requiring effective canopy based on most cases and is a very nonconservative the overall development site is less conservative assumption. Canopy cover should be based on (results in more trees/canopy) than if the the `Development Impact Area.' development impact area was used as the denominator. 14. The code words give no hint at the former Based on the consensus direction of the CAC, code wording that`preservation is preferred the term "preservation is preferred over tree over tree removal'; they should. The code removal" has not been included in the draft words make no effort to preserve dead/dying code. Creating clear, flexible and incentive trees that do not present a hazard to people or based standards that result in positive outcomes property; they should. seemed to be the general preference of the group. -39- Ken Gertz Comments COMMENT STAFF RESPONSE 1. Page 21, 8.04.020.13,Allow for extensions and The draft code requires a one-year timeframe for also grant extensions and continue as necessary taking action on a permit with flexibility for a throughout the document. longer timeframe to be conditioned as part of the approval. Staff feels this is a reasonable approach because it provides ample time for someone to take action on a typical tree removal yet allows for more time to address unique circumstances. Since the process for receiving permit approval will be simple, an individual may reapply and receive approval for a new permit if they let their previous permit expire. This is akin to allowing an extension. The reason for having a timeframe for permit approval is so that people cannot hold on to permit approvals for many years even as the code requirements change. 2. Page 123, 18.350.070.A.4.a.1, Greatest degree This language is from the existing code, and possible? As this is an approval criterion, I modifying it would be out of scope for this suggest you remove this statement as it is not project because it extends beyond trees. enforceable. 3. Page 129, 18.360.090.A.2.a.1, where possible This language is from the existing code, and As it is an approval criterion,what exactly is modifying it would be out of scope for this where possible? Needs to be clear and objective. project because it extends beyond trees. Trees can be removed, topography can be overcome and drainage can be rerouted or it drainage is in a buffer and handled by CWS/DEQ. I think this whole line can be removed. 4. Page 131, 18.360.090.12.a,Is this a This requirement applies only to Site requirement for all developments or just PUDs? Development Review Permits (SDRs) and not to And if so when is it required? Is the numbering things like Subdivisions (SUBS) and Minor Land correct? It does not seem to jive with page 129 Partitions (MLPs). The numbering appears to with the same 18.360.090. be correct. -40- COMMENT STAFF RESPONSE 5. Page 197, 18.745.050.B.4.a, Buffer trees This The buffer provisions in Tables 18.745.1 and 2 does not work with the current standards for are from the existing code and are required partial street improvements, flag lots or private between differing uses, for example between drives. Remember fences and retaining walls commercial and residential uses and between also need to be installed in the same location in residential uses of differing densities. Screening many instances. Also foot paths as the one I (such as a fence or hedge) is required along build at Weigela. If these requirements are accessways for flag lots (which is why there was required, density will certainly be severely a screen required by the pedestrian access in impacted. Suggest exempting at least these items Weigela). However these buffer requirements and there may be more like this. Should check are different from screening. Screening is not with Cheryl and Kim on this. required for private streets, only street trees. This draft involves only minor revisions to section 18.745.050.B.4.a (tree species, size, and spacing requirements) to make them consistent with chapter 18.790 and the Urban Forestry Manual. These buffer provisions in the existing code are typically not applicable to residential lots surrounded by other residential uses and have not proven to be incompatible with other development standards or density requirements when applied. As requested, Cheryl Caines, Associate Planner, has reviewed and approved this response. 6. Page 217, 18.790.030.C,The minimum 20% In an earlier draft of the code, the effective tree requirement is a bad idea. The way I read canopy requirement for the overall development this is if I were to meet my requirements for site (40 percent, 33 percent,25 percent based on canopy coverage through preservation or zoning) was also required for each lot or tract in planting on the overall site,I will still have to pay the development site. The CAC recommended a fee for any lot that is under 20% canopy. This allowing an averaging of canopy across a idea is counter productive to the intent of the development site as long as a minimum amount preservation of trees under the UFM. There are of canopy per lot was provided. The draft code a lot of people that do not want trees on there was revised accordingly allowing averaging and lots. It is an incentive to me to be able to save requiring a 20%minimum canopy per lot. The or plant on my other lots in order to provide reasoning for requiring a minimum amount of some lots with no trees. Why should I save trees canopy per lot is to distribute more evenly tree if I am still going to have to pay in the end? The benefits and maintenance costs across a cost of saving may not be worth the effort if that development site. The draft code does allow an is the case. exemption to the "20%minimum canopy per lot" standard for preserving a significant tree grove. This is intended to facilitate and incentivize preservation of a contiguous tree rove. -41- COMMENT STAFF RESPONSE 7. Page 221, 18.790.040.C.1.a, Shouldn't Views Chapter 8.04 (Tree Permit Procedures) allows also be included as discussed at the CAC? the designated city board or commission to consider views when issuing a discretionary decision on tree removal as recommended by the CAC. Section 18.790.040 (Discretionary Urban Forestry Plan Review Option) allows development to meet the urban forestry plan requirements without trees or a fee in lieu if equivalent environmental benefits are provided. However,under the standard urban forestry plan requirements, the site could be designed to incorporate views through strategic tree planting and preservation. The discretionary urban forestry plan review option is not necessarily required to preserve views,but could be utilized. 8. Page 231, 18.790.050.C,Didn't the CAC The CAC consensus was to establish tiered decide less than 50%would still be beneficial? incentives for the preservation of significant tree groves. This was incorporated in table 18.790.1 (Density Transfer Table) to allow increasingly smaller lot sizes and units with increased preservation. The minimum amount of significant tree grove preservation required for density transfer is 25 percent. 9. Page 243, 18.790.060.D,Processing Fee The processing fee for collecting urban forest Consider adding a reasonable to processing fee. inventory data will be determined by council and I would like a number here. We don't want it to included in the Master Fees and Charges be another way to charge what would amount to Schedule. It will be based on the cost of another S.D.C. collecting the data. Specific fees are not typically included in the code. 10. Page 247, 18.790.070.B.1,The way I read Section 18.790.070.13 exempts certain urban this, the exemptions would not be using a type 1 forestry plan modifications from a Type I permit and would then do a type 2? Shouldn't all this and allows the modifications to occur section be performed under a type 1? administratively without fees or a formal permit. This reflects current practice to allow some modifications without fees or a formal permit such as hazard tree removal, changing tree planting location or species, modifying tree protection fencing location when approved by the project arborist and maintaining trees. Section 18.790.070.0 requires more significant modifications such as removing otherwise healthy trees to receive a Type I permit whereas a Type 1I permit was previously required for this e of modification. -42- COMMENT STAFF RESPONSE 11. Page 247, 18.790.070.B.1.a,The way that I Section 18.790.070.0 requires more significant read this removing a tree that is on a tree plan is modifications of an urban forestry plan such as not covered under the type 1 process so would removing otherwise healthy trees to receive a be a type 2? If so, this would be counter to what Type I permit,whereas a Type Il permit was we have been talking about all along, regarding previously required for this type of modification. being able to modify the tree plan as needed. This reflects the CAC consensus and allows What I prefer to do is to save as many trees as applicants more flexibility than in the existing possible, then decide if the tree needs to be code,possibly encouraging additional tree removed when the home is built. It allows me preservation. to save more trees that way. But if I am going to be required to do a type 2, I will mark them as remove and cut them with the development. That's silly. 12. Page 275, Section 7 Part 1.b.1, For Section 7 of the urban forestry manual applies to development, the requirement for a target should trees that were required with development, after be removed as the target will be there, but is not the development process is complete. In other there now. For that matter, target should be words, the criteria apply to trees in already removed altogether, as there is nearly always a developed sites. The tree risk assessment target in the city. methodology developed by the International Society of Arboriculture incorporates probability of failure,the target area and size of defective part to assign an overall risk rating. Staff does not recommend modifying the tree risk assessment methodology which is an industry standard. 13. General Note: I see in my notes the The GPS inventory could be completed by the requirement to GPS the trees. I would think the city using a handheld device as is current plot plan that shows the trees is adequate for practice for city projects. The process is planted and saved trees. It is really costly to relatively quick and inexpensive, and allows the bring in a surveyor to GPS a tree after the home data to be loaded into a publicly accessible GIS is done. It would cost more to GPS the tree inventory of trees. Aside from a publicly than it cost to plant it in the first place. GPS accessible inventory of trees being locating trees will also add significantly to cost of recommended in the Comprehensive Plan and the development compared to what we do know. Urban Forestry Master Plan,it allows citizens A tree is a pretty big thing and hard to miss,I and decision-makers to quickly identify the think a plat map is all that is necessary. status of a particular tree. Historically, the city has relied on plot plans to determine a tree's status which is a time-consuming and challenging process,particularly as records are archived. The staff time required to locate records represents a public cost and inconvenience for citizens. -43- COMMENT STAFF RESPONSE 14. Page 291, Section 10 Part 3 m.ii.a, Would a The project arborist is required to classify trees small group of trees like one saved from a stand based on their professional expertise. Preserved of trees be classified as open grown? It is not trees are proposed to be granted canopy credit really a stand and not really open grown is it? I (x2) based on their existing sizes. When trees would assume that if I saved a group of 3 trees are part of a stand, their canopies may be out of a stand of trees it would count for the full delineated at the edge of the stand without canopy,not just one tree or even worse no trees. measuring the canopy of each individual tree. Perhaps the language should be modified to This is intended to save time during the include all trees. I think you could remove m.ii.b inventory stage rather than requiring data on if you did. each individual tree as the existing code does. If a determination were made that the same trees were open grown trees, then the canopy would be measured individually for each tree and added together. The result would not differ significantly since canopy from a stand is a really the sum of canopy from individual trees. 15. Page 291, Section 10 Part 3 m.c,Because it is In Tigard,property owners are responsible for such a big part of the tree canopy calculations, I trees (and sidewalks,grass, etc.) within rights of think we need a statement added that specifically way immediately adjacent to their properties. talks about and allows for the counting of the The standards for calculating effective canopy in entire planted or standing street tree canopy Section 10,part 3 item m grant full credit for towards canopy coverage whether the associated preserved and planted trees within "associated right of way is a part of the development or not. right of way" for lots directly adjacent to the I see on page 191 5.c it speaks to the existing trunks of the subject trees. The reasoning is that trees, but I don't see anything specifically about since the adjacent property owner is responsible planted street trees, and neither one clearly for the tree, they should receive credit for its acknowledge that the entire canopy will be canopy. This is reflected in the text and example counted toward the canopy coverage whether it drawings that are being developed and will be is overhanging the site or the right of way included in the manual. adjacent,but not technically a part of the development. For instance, I could see this as a problem where there was a minor partition or development that did not do street improvements, so technically the tree is not covering"associated" right of way. A simple statement like "The entire mature canopy of all street trees including portions extending beyond the overall development site" should suffice. -44- COMMENT STAFF RESPONSE 16. Page 292, Section 10 Part 3 n.i, I believe that The CAC has reached consensus on the 40%is too high a number for canopy coverage. effective canopy requirements which are tiered I think a more reasonable number would be 25- based on zoning. Staff has tested the canopy 30% to be achievable and not have the future requirements on a variety of actual site plans, owners cut them down to allow sun into their including lots that are less than 4,500 sq. ft. The yards. The requirement should be such to allow effective canopy requirements appear to be for increasing trees across other lots so as to readily achievable while resulting in a balance of provide some lots with no trees. As forests have canopy and open space. In fact,many of the meadows, so we should have shade free lawns. test cases reveal significantly fewer trees under Page 292 Section 10 Part 3 n.i Single Family lots the draft code than the existing code which smaller than R-4.5 should be exempt as the requires mitigation on an "inch for inch" basis. majority of the tree canopy will come from The bonus credits for preservation, credit for required street trees, as there is little room for street tree canopy in the right of way and credit planting trees in people's yards. Due to demand for projected tree growth at maturity allow for for family homes on low maintenance lots, and strategic design to balance canopy and open the influx of A.D.U. and Casitas for extended space in a reasonable way. Also, the family members we are currently building 3400 discretionary review option and fee in lieu Sq Ft homes on 4500 Sq Ft lots which is within option both allow flexibility for situations where the allowable use of the property and is a less than the standard effective canopy preferred by Metro. The homes are all the way percentages are desired. to the setback lines. By the time we build a deck or patio, there is no room for appreciable trees in the back or side yards. It is only reasonable to exempt small lots and save a lot of trouble. -45- COMMENT STAFF RESPONSE 17. Page 292 o,The minimum 20% tree In an earlier draft of the code, the effective requirement is a bad idea. The way I read this is canopy requirement for the overall if I were to meet my requirements for canopy development site (40 percent, 33 percent, 25 coverage through preservation or planting on the percent based on zoning) was also required for overall site, I will still have to pay a fee for any each lot or tract in the development site. The lot that is under 20% canopy. This idea is CAC recommended allowing an averaging of counter productive to the intent of the canopy across a development site as long as a preservation of trees under the UFM. There are minimum amount of canopy per lot was a lot of people that do not want trees on there provided. The draft code was revised lots. It is an incentive to me to be able to save accordingly allowing averaging and requiring a or plant on my other lots in order to provide 20 percent minimum canopy per lot. The some lots with no trees. Why should I save trees reasoning for requiring a minimum amount of if I am still going to have to pay in the end? The canopy per lot is to distribute more evenly tree cost of saving may not be worth the effort if that benefits and maintenance costs across a is the case. development site. The draft code does allow an exemption to the "20 percent minimum canopy per lot" standard for preserving a significant tree grove. This is intended to facilitate and incentivize preservation of a contiguous tree grove. 18. Page 293, Section 10 Part 4 a.1.a,This is a The tree canopy fee was developed by really high fee you are asking for. I was unable converting the wholesale median tree cost in to find the price of a tree on the PNC-ISA web the Willamette Valley, Oregon developed by the site so I assumed the $174.00 referenced in the PNWISAI to a unit canopy cost. According to commentary on Page 218. A 7500 Square Foot the PNWISA,the median wholesale cost of a 3- Lot would equate to 50.847 trees. 50.847 X inch diameter deciduous tree is $174. The $174.00 = $8,847.46. With a number like this, formula developed by Krajicek, et al' for open you can expect it to causing hard feelings grown,broad spreading trees (maximum crown between the citizens and the City and that the width (feet) = 3.183+1.829*DBH (inches)) was home owners will plant the trees and remove then utilized to convert tree diameter to canopy them at their convenience. diameter. According to the Krajicek formula, a One of the flaws in the math is the use of 59 Sq. 3-inch diameter tree should have a crown width Ft. If I were going to plant a tree, I would get of 8.67 feet or crown area of 59-square feet. credit for a tree of 706 Sq. Ft. So why are we These dimensions were confirmed as not using that number,which would be 4.25 reasonable by staff through several local field trees. 4.25 X$174.00 = $739.50. That seems a samples. Using the median cost of a 3-inch more reasonable number to use to charge deciduous tree ($174) and the crown area of a someone to not plant trees on their own lot. 3-inch diameter tree (59 square feet), the unit canopy cost or tree canopy fee should be $2.95 per square foot.This methodology is a 1 Pacific Northwest Chapter of the International Society of Arboriculture.Species Ratings for Landscape Tree Appraisal, 2nd Edition,Silverton,OR:Pacific Northwest ISA,2007. 2 Krajicek,J.E.,K.E.Brinkman,S.F. Gingrich 1961.Crown Competition-A Measure of Density.Forest Science 7:35-42. -46- COMMENT STAFF RESPONSE reasonable approach for three main reasons. First, tree benefits (aesthetic, stormwater management, air quality, etc.) are derived primarily from their canopies, so proposing to place a value to tree canopy is appropriate. Second,in the proposal, tree canopy is valued using the median wholesale tree cost only, whereas standard tree appraisal is based on the wholesale tree cost plus the cost of tree installation. Finally, the Krajicek formula and field samples by staff are based on the maximum crown width to trunk diameter ratio, and a typical tree does not have such a high ratio. If the typical ratio were used, the unit canopy cost would increase. The tree canopy fee for a tree with a crown width of 30 feet (706.5 square foot crown area) using the methodology above would be $5.88 per square foot. Standard tree appraisal methodology (trunk formula method) is based on unit tree cost ($ per square inch of trunk area). As tree size increases, the ratio of trunk area to canopy area increases which results in an increased value ($ per square foot) of tree canopy. Therefore,basing the tree canopy fee on a nursery size tree rather than a mature tree results in a lower tree canopy fee. It is also a more reasonable approach because people regularly purchase nursery size trees rather than mature trees, so we know people regularly pay approximately$2.95 per square foot of tree canopy when purchasing a 3-inch diameter deciduous tree. There is certainly an incentive for applicants to plant or preserve trees rather than paying the tree canopy fee,particularly since subsequent owners will bear the cost of maintenance. This also encourages privatization of tree maintenance rather than paying fees to the city which historically have not covered the cost of city operations. Finally,if subsequent property owners want to remove trees, they would do so through title 8 which involves a different -47- COMMENT STAFF RESPONSE permitting process without a tree canopy fee 19. Page 293, Section 10 Part 4 a.ii, The In an earlier draft of the code, the effective minimum 20% tree requirement is a bad idea. canopy requirement for the overall The way I read this is if I were to meet my development site (40 percent, 33 percent, 25 requirements for canopy coverage through percent based on zoning) was also required for preservation or planting on the overall site, I will each lot or tract in the development site. The still have to pay a fee for any lot that is under CAC recommended allowing an averaging of 20% canopy. This idea is counter productive to canopy across a development site as long as a the intent of the preservation of trees under the minimum amount of canopy per lot was UFM. There are a lot of people that do not provided. The draft code was revised want trees on there lots. It is an incentive to me accordingly allowing averaging and requiring a to be able to save or plant on my other lots in 20 percent minimum canopy per lot. The order to provide some lots with no trees. Why reasoning for requiring a minimum amount of should I save trees if I am still going to have to canopy per lot is to distribute more evenly tree pay in the end? The cost of saving may not be benefits and maintenance costs across a worth the effort if that is the case. development site. The draft code does allow an exemption to the "20 percent minimum canopy per lot" standard for preserving a significant tree grove. This is intended to facilitate and incentivize preservation of a contiguous tree rove. 20. Page 295, Section 11 UFP Part 1. C, Sight Section 11,pPart 1 items a-d have been revised inspection should only be required when existing to clarify that site inspections are for tree trees are saved. protection measures. 21. Page 295, Section 11 UFP Part 1. D,This The purpose of the provision is to document seems odd. If there are several builders in a compliance with tree protection requirements development,why would an individual builder for lots or tracts that will not be built upon have to inspect the whole community and open prior to issuing building permits for lots that spaces? Shouldn't this be incorporated into Part will be built upon. This would presumably be 1. c. and just do it once before any permits are done by the arborist involved in site pulled for buildings? development work,not the arborist for individual builders. 22. NOTE: I would assume the tree plan can Modifying tree planting is allowed by section automatically be modified without fee with a 18.790.070.13.2 without a fee or permit. building permit. This would include the distribution of planted trees throughout the development. This should be in the code someplace. -48- COMMENT STAFF RESPONSE 23. Note: The responsibility for maintaining Transfer of maintenance responsibility would existing and planting trees should be able to be continue to be allowed consistent with current passed on from the developer to the builder or practice. However, the individual providing the building permit applicant. tree establishment bond would be financially responsible for successful tree establishment which is also consistent with current practice. 24. Page 296, Section 11 UFP Part 2 d,I am Requiring a two-year establishment period concerned about the ability for the developer or continues current practice which overall,has builder to warranty any tree beyond the first not proven to be an issue. This is because home occupancy, as the developer or builder has subsequent buyers of a property are obligated absolutely no control over the tree once the keys by any outstanding conditions of development are handed over,nor do they or the City have approval and code requirements. Planning staff the right to trespass to even inspect the trees let have never been denied entry when performing alone water and fertilize them. With the Dollar inspections. In some cases, developers have amounts you are talking about,this may be a made tree establishment agreements with hardship penalty many builders are not willing to subsequent owners to prevent issues during the risk with negative results. Consider exempting establishment period. single family lots from this standard. Just require the planting be verified at Occupancy Permit. 25. Page 296, Section 11 UFP Part 2 e, For planted open grown trees, the bond will be Successful establishment shall be 80% survival. released if at least 80 percent of the trees So what is the replacement of 100% about? So survive a two-year establishment period and any if 20% die,you have to replace them and that is trees that die are replaced. For example,if 10 what is required? trees are required for a development project, and eight trees survive, the bond will be released once the two trees that die are replaced. Each open grown tree is critical to achieving canopy targets, so all should be replaced and maintained if they die. 26. Page 296, Section 11 UFP Part 2 g, So if an If an owner were removing trees in violation of owner removes the trees and the time limit runs the code, this would be an enforcement issue out, the developer / builder is on the hook for that the city would need to address. another 2 years, and so on and so on throughout Alternatively, the applicant could modify their eternity? Crazy on residential lots see above urban forestry plan as allowed by section a e 296 Part 2 d. 1 18.790.070 to address the issue. -49- COMMENT STAFF RESPONSE 27. Page 297, Section 12 Part 1 a. The Table, The right of way width is measured from the The way I read this, a public street would require edge of the street (excluding curb) in towards a 1000 CF volume. So in a standard 5'planter 3' the subject site. Based on a typical Tigard street deep,you would need 66.66 LF? 66.66 X 5 X 3 cross section (5 foot minimum planter strip, 5 = 1000. A pretty good trick when you figure the foot minimum sidewalk, 6 inch minimum street trees are spaced 30' apart. Is that for real? easement behind walk), the minimum So every single street tree would need some sort requirement would be 500 cubic feet of soil of special vault? If so we require a cost effective volume per street tree. The standards for way to achieve these soil volumes. Also some calculation do not prohibit trees from "sharing" drawings would be helpful. soil volumes, so not every tree would be required to have 500 cubic feet individually. Also, section 18.790.050.B.3 allows flexibility in sidewalk locations to facilitate the planting of large stature trees. In this case,planter strips could be widened with sidewalks potentially placed in an easement to achieve greater soil volumes. Alternatively, covered soiled volumes using technologies such as structural soils could be utilized. Drawings, specifications and examples for calculating soil volumes are being developed and will be included in the final draft of the manual. 28. Page 265, Section 2 Part 1 f.i-v, Planting next If the minimum street cross-section to a hard surface seems to be inconsistent with requirements are provided (5-foot planter strip), planting in a planter strip next to a curb and then small and medium stature street trees sidewalk. Pease find all instances and correct as could be planted. There is no prohibition on it would appear that only small stature trees can providing additional planter strip width to be planted in a standard planter strip? And it is facilitate planting of large stature street trees. inconsistent with Page 265 Section 2 Part 1 g of Section 18.790.050.B.3 allows flexibility in the same chapter regarding root barriers,which sidewalk locations to facilitate the planting of would require root barriers be installed on all large stature trees. In this case, planter strips street trees up to a 10'planter strip. That is could be widened with sidewalks potentially really brutal. Also see page 274 e.vi-viii and placed in easements to achieve planter strip 276.D.iii.e-g and PG 277.e-g, Pg 280C.iii.e-g. and width. For city projects, root barriers are site plan requirements and probably more places installed when street trees are planted within later in the book. five feet of any hard surface paving. The purpose is to direct tree root growth deeper into the soil and avoid future conflicts such as roots heaving pavement. The street tree root barrier standard for city projects has been included in the draft code so it also applies to private projects as well. -50- COMMENT STAFF RESPONSE 29. Note: Are all the trees in the various The trees in attachment 2 contain a list of small, attachments approved for planter strips or are medium and large stature street trees. they just trees that are approved for general However,it was unclear that they are approved planting? Should there be a separate list for street trees, so the titles of the lists have been street trees? I did not see a list on the old modified to clarify. Also, trees not on the list 18.745.040 B but it seems there was one that was may be used if approved by the city. available at the counter? -51- City of Tigard . . Memorandum To: Urban Forestry Code Revisions Citizen Advisory Committee From: Todd Prager,Associate Planner/Arborist Re: Draft Guiding Principles for Hazard Trees and Tree Permit Requirements Date: August 11, 2011 Introduction During the comprehensive review phase, the Citizen Advisory Committee will develop a set of guiding principles for each of the Urban Forestry Code Revisions topic areas. The intent of the guiding principles is to convey concisely the consensus view of the Citizen Advisory Committee to Planning Commission and City Council during the adoption process. The guiding principles will also serve staff during the technical review phase to ensure technical edits of the code remain consistent with the Citizen Advisory Committee's consensus view. A brief introduction page will be included to describe the purpose of the guiding principles and communicate the Citizen Advisory Committee's overarching recommendation that the provisions be evaluated periodically after adoption. Periodic evaluation will allow the code to be adapted as needed to address unintended consequences and emerging science. Following are a set of draft guiding principles for the topics of Hazard Trees and Tree Permit Requirements. The draft guiding principles are intended as a starting point for the Citizen Advisory Committee's discussion at the September 14, 2011 meeting. -52- Hazard Trees While the urban forest provides economic and environmental benefits for the community, proper management is essential for maximizing these benefits. When managing the urban forest, safety shall be of primary importance, and clear code standards and procedures for addressing hazard trees creates the regulatory framework for minimizing tree risk. Definitions 1. Clearly define what constitutes a hazard tree using the standardized tree risk assessment methodology developed by the International Society of Arboriculture. This methodology factors in the probability of tree failure, the target area and the size of defective part when evaluating risk. 2. Require hazard tree abatement when the risk rating exceeds a defined threshold. Abatement may be achieved through pruning, tree removal or other means in accordance with applicable rules and regulations. Process 3. Establish a process for people (including groups) to resolve hazard tree issues in an objective, equitable and efficient manner. The process shall be structured to limit false or frivolous claims and incentivize people to work out issues informally without formal city involvement. 4. Require people to demonstrate they have standing before filing a formal hazard tree claim. A person shall have standing if they can demonstrate their life, limb or property has the potential to be impacted by the alleged hazard tree, and they have tried unsuccessfully to work the issue out informally. 5. Utilize third party tree risk assessors when independent hazard tree decisions through the formal city process are warranted. Use of third party tree risk assessors will help limit the city's liability. 6. Grant the city authority to gain access to property for hazard tree abatement to enforce code provisions or in case of emergency. Cost Recovery 7. Recover costs incurred by the city when parties rely on the formal city process for resolving hazard tree issues. The public should not have to bear the full cost for issues that should be resolved without city involvement. -53- Tree Permit Requirements Tree permit requirements shall establish clear and consistent standards for permitting the planting, removal and replacement of trees to ensure a healthy and sustainable urban forest. The tree permit requirements shall not regulate any more tree situations than the city currently does, but rather improve the consistency, clarity and scientific basis for decision making. Code Structure 1. Consolidate tree permit requirements into a singly 'y y ase of use by citizens and decision makers. 2. Continue to require tree permits for the following` tegories o o Street and median trees; o Trees in sensitive lands; o Trees that were required with development; o Trees that were planted using the Urban Forestry Fund; and o Heritage trees. Decision Makin 3. Provide two tracks of decision making for tree permits: o A low or no-fee administrative review process by city staff for simple situations such as trees that are in poor or hazardous condition, nuisance trees, causing damage, fire dangers or preventing allowed development to occur (except heritage trees). Do not allow removal of heritage trees for development through an administrative process since heritage trees are designated through a public process. o A public review process by a designated board or commission for more complex situations where the reasons for removal are less clear. The designated board or commission shall be authorized to use their discretion to weigh the tree benefits and reasons for removal when making their decision. Pubhcl-y Recognizing Trees 4. Provide two tracks for publicly recognizing unique trees in the community: o Heritage trees shall be of landmark importance, afforded regulatory protection from removal and eligible for city funding for maintenance. o Significant trees shall also be of landmark importance, but not afforded regulatory protection removal and not eligible for city funding for maintenance. The significant tree track allows property owners to publicly recognize their trees without losing flexibility for tree removal on their property. Enforcement 5. Establish enforcement provisions that deter violations while protecting citizens from disproportionate penalties for tree removal violations. -54- City of Tigard Urban Forestry Code Revisions TAC MeetingSummary Y MEETING DATE: August 16, 2011, 3:00-4:00 p.m. MEETING LOCATION: Tigard Public Works Auditorium 8777 SW Burnham St.,Tigard, OR 97223 Members Present—Gus Duenas (Development Engineer), Steve Martin (Parks and Facilities Manager), Gary Pagenstecher (Associate Planner),Todd Prager (Associate Planner/Arborist),Brian Rager (Assistant Public Works Director), Damon Reische (CWS), Carla Staedter (Surface Water Quality/Volunteer Coordinator) Visitors Present—Caren Frykland (Sr.Administrative Specialist) 1. Call to Order,TAC Meeting#10 Summary Gary Pagenstecher opened the meeting and reviewed the agenda for the meeting. The group approved the summary for the May 17, 2011 TAC Meeting#10 with no corrections. 2. Presentation and Discussion of Comprehensive Discussion Draft Urban Forestry Code Revisions Todd Prager said that they had all been sent the link to the consolidated draft code, and that if anyone wanted a hard copy it could be provided. He said that the draft code is a compilation of all the topics they had worked on over the last several meetings,including a project background and summary. He said that they may include the CAC's guiding principles as well once they reached a consensus on the summary for each code topic. He explained the layout of the draft document which includes commentary on the left side for the corresponding code provisions on the right, and the draft urban forestry manual at the end. 'I". Todd then discussed the guiding principles created by the CAC for each of the four urban forestry code revisions topics. He said that the purpose of the.guiding principles is to concisely communicate the main elements of each topic and the consensus of the CAC,which would allow policy makers and the public to quickly understand the purpose of the code. He said that it would also help with the technical review phase of the project to ensure that any edits are truly technical and remain consistent with the CAC consensus. He said that the draft guiding principles were provided to the TAC, and that while the CAC had made some minor modifications at its recent meeting, the changes were not significant. He said that the CAC had signed off on these guiding principles for Urban Forestry Standards for Development and Tree Grove Preservation Incentives, and would be reviewing the guiding principles for Hazard Trees and Tree Permit Requirements at their next meeting on September 14`''. Todd said that the draft code document had been reviewed by the city attorney and that a few minor changes were made, but he was satisfied with the draft overall. He said that changes could still be made if they needed to. Urban Forestry Code Revisions TAC Meeting Summary —August 16, 2011 City of Tigard 1 13125 SW Hall Blvd.,Tigard,OR 97223 1 503-639-4171 1 www.tigard-or.gov I Page 1 of 2 -55- 3. Scheduling, Closing Remarks and Adjournment Todd said that AKS would have technical drawings ready for the September 20ffi meeting and he will see if AKS could present to discuss those drawings provided funding is available. He said that he would get the technical drawings out to the TAC about a week before the meeting. He also said that AKS would likely test the code on real world development scenarios as part of the peer review. He expected the results of their testing would be available to the TAC for discussion at their October meeting. Todd will work with CWS to see if the Service Provider Letter (SPL) process can be streamlined when issuing permits for trees in sensitive lands. Schedule going forward: • TAC meeting 9/20/11 • TAC meeting 10/18/11 • TAC meeting 11/15/11 • TAC meeting 12/20/11 • Measure 56 Notice to all affected property owners in late November/early December—Cityscape article and mailing to explain notice to property owners should go out before that • Public Review Open House 12/8/11 • Planning Commission Workshop 1/9/12 The meeting was adjourned at 3:30. 4 µ Urban Forestry Code Revisions TAC Meeting Summary —August 16, 2011 City of Tigard 1 13125 SW Hall Blvd.,Tigard,OR 97223 1 503-639-4171 1 www.tigard-or.gov I Page 2 of 2 -56-