Preliminary Draft Action Plan by Planning Division

envision

EUGENE PRELIMINARY DRAFT

Action Plan Implementation

Monitoring Program

TABLE OF CONTENTS

Introduction

Implementation Strategies & Actions

Monitoring Program

PLAN PURPOSE / STATEMENT OF INTENT The Action Plan is the tool for turning the vision into action. The goal of the Action Plan is to guide implementation and to assist with regular evaluation of Eugene’s growth management assumptions and outcomes. A variety of strategies and actions are needed to implement all the parts of the Envision Eugene: Vision to Action, including the Envision Eugene Community Vision, the Comprehensive Plan and the Urban Form Plan. In addition, because Eugene’s 20-year growth plan is based on certain assumptions continuing into the future, it needs to be adjusted as conditions evolve and trends change so it can remain nimble and responsive. The Action Plan provides a more detailed look at these implementing strategies and actions as well as a programmatic framework to monitor how growth actually occurs in Eugene over the next 20 years and assess adjusting strategies as necessary. As such, it is intended for the Action Plan to be updated regularly to reflect changes from the removal of completed actions, to revisions to the monitoring program. PLAN OVERVIEW This document will provide guidance for ongoing implementation and monitoring of the Envision Eugene: Vision to Action over time. The intent is for this document to be viewed as a City work plan of sorts. It will be regularly updated, such as on an annual basis, as work is completed and strategies and actions are removed and others are added. While the Action Plan is critical to the success of Envision Eugene, it is important to note that the Action Plan is non-regulatory; it does not constitute an adopted land use plan. Strategies and Actions This Action Plan includes strategies and action items that will implement the Envision Eugene: Vision to Action. As used in this plan: 



Strategies are generally an expression of what the City intends to accomplish by implementing the Envision Eugene pillars. These strategies also implement many of the Envision Eugene Comprehensive Plan policies. The majority of the strategies are accompanied by action items. Strategies can provide guidance for decision-makers and will be updated over time. Actions are recognized as possible ways to carry out the strategies or the Envision Eugene Comprehensive Plan policies. Not all potential actions are listed, as not all strategies include action items at this time; in some cases the strategy serves as the action, in other cases, the action has yet to be determined. The identified action items outline specific projects or courses of action that the City or its partner agencies could take to implement Envision Eugene. Actions can provide guidance for decision-makers and will be updated over time.

The strategies and actions in Section A of the Implementation Strategies and Action chapter are based on the 2012 Envision Eugene Recommendation and the Envision Eugene Comprehensive Plan. However, the Action Plan is not an exhaustive list of actions and nothing precludes work on an item that is not in the Action Plan. Furthermore, it is recognized that some actions are subject to change because they

must take into account the requirements, priorities and actions of other jurisdictions, agencies and City departments. The 2012 Envision Eugene Recommendation (2012 Recommendation) provides the foundation for the first round of strategies and actions. The 2012 Recommendation includes seven pillars (or community values) that reflect Eugene’s collective community values and are the foundation from which a shared vision for the future emerged. Each pillar is accompanied by strategies and actions to implement the vision. The majority of those strategies and actions are carried forward directly into this Action Plan. In some cases, the strategies and actions have been updated to reflect completion of work since the 2012 Recommendation (e.g. adoption of measures to increase the amount of development that would otherwise occur), subsequent City Council direction (e.g. direction by the Council to prepare an urban growth boundary (UGB) adoption package), or updated technical analysis (e.g. refinement of the technical analysis particularly regarding capacity of low density residential land). The Envision Eugene Comprehensive Plan, developed as Eugene’s city-specific comprehensive land use plan, contains policies that set a course of action for moving our community toward attainment of its goals. While many of the [draft] comprehensive plan policies align with the pillars, strategies and actions from the 2012 Recommendation, some policies remain in need of implementing strategies and actions. Such strategies and actions will be developed after comprehensive plan adoption and subsequently added to the Action Plan. Section B is a crossreference of the [draft] Envision Eugene Comprehensive Plan goals and policies with the Envision Eugene pillars, strategies and actions, generally showing which policies are already implemented by the pillars, strategies or actions, and which are not. Each strategy or action in this plan also includes a status, such as when the item was completed, an estimated date of completion, or when work on this item is anticipated to occur. However, nothing precludes a strategy or action from occurring on a different time frame. Status key: 

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Completed. This indicates a strategy or action was adopted or the analysis for this strategy action or is complete. Both a completion date and a specific project are provided. Examples of specific completed projects include: o Employment Zone Code. These actions were addressed through the adopted zone changes and code amendments for new E-1 and E-2 employment zones to accommodate more commercial uses and mixed use inside the UGB. o Residential Re-designation. These actions were addressed through the adopted Metro Plan re-designations and corresponding changes to zoning, refinement plans and land use codes to accommodate more low density housing inside the UGB. In-progress. Work to address this strategy or action is currently in progress. Examples of specific in-progress projects include: o UGB adoption package. These actions are addressed in policies or amendments that are part of the proposed 2012-2032 Urban Growth Boundary adoption package. After adoption, these items will be revised in the Action Plan to include the completion date.

 

South Willamette Project. These actions are addressed in an area planning project actions such as visioning and actions currently under consideration including associated Metro Plan amendments, zoning and zoning code changes. o Brownfields Assessment Project. These actions are addressed through the EugeneSpringfield Brownfield Assessment Coalition Project, a joint effort to inventory and assess potential brownfield sites, and future work to establish a brownfields program. Ongoing. These strategies or actions are ongoing efforts that do not necessarily have a specific completion date. Short-term. Work to address these strategies or actions has not yet fully begun, but is anticipated to begin during the first five years of adoption of the UGB. When known, a specific project is identified, such as: o Comprehensive Plan Future Phase. These actions will be addressed in later phases of the Eugene-specific comprehensive plan including completing the remaining chapters of the Envision Eugene Comprehensive Plan and land use map. o Longer-term. Work to address these strategies or actions has either not yet begun, or in some cases the full scope of strategies or actions needed to implement it has not yet been determined. It is anticipated to begin during the 20-year planning period.

Growth Monitoring Program The Envision Eugene: Vision to Action is based on well-founded assumptions about what will happen in the future. However, not all of these assumptions will be correct and the City’s plan must be flexible enough to address changing conditions and needs in the community. To ensure that the plan and implementation tools remain effective, desirable, and relevant, the City is committing to ongoing monitoring and adjusting of the plan and its implementation tools. The City’s monitoring efforts will include both quantitative and qualitative assessments regarding the city’s growth and development over time. The last section of the Action Plan is the Growth Monitoring Program which at this point in time focuses on the quantitative assessment efforts. Like the other parts of the Action Plan, the Growth Monitoring Program is also anticipated to be updated over time as monitoring needs change. The Growth Monitoring Program is intended to provide the information needed by the community and decision makers to periodically assess the validity of assumptions and evaluate Growth Monitoring Framework the effectiveness of goals and policies adopted as part of Eugene’s new comprehensive plan. Specifically, the Growth Monitoring Program establishes a “feedback loop” type framework for the City to collect, report and analyze data related to growth trends (e.g. how much vacant land has been developed, how dense is new housing), assess whether some sort of action is needed if the trends or needs are different than we anticipated (e.g. if vacant land is being

developed quicker than anticipated), make any necessary adjustments and repeat the monitoring cycle. The monitoring program framework is informed by input from key partner groups and agencies including specifically the Envision Eugene Technical Resource Group, research from other jurisdictions, and ongoing refinement of the data collection list and data collection systems. While much of the monitoring program work to date has focused on developing the quantitative framework, equally as important is the Cityâ&#x20AC;&#x2122;s monitoring efforts for evaluating whether development is achieving Envision Eugeneâ&#x20AC;&#x2122;s more qualitative goals and outcomes, such as livable neighborhoods and thriving mixed use corridors and commercial areas. A diverse set of interested parties, such as City boards and commissions, the (growth monitoring) technical advisory committee, and community and neighborhood groups, will need to be involved in developing the qualitative analysis and reviewing the results. When this framework is identified, it too will need to be incorporated into the Action Plan.

A. The Seven Pillars of Envision Eugene The tables in this section include the strategies and actions of the seven pillars, based on the 2012 Envision Eugene Recommendation and subsequent actions described above. Some strategies do not have accompanying actions. In those cases, the strategies serve as actions. An estimate of completion status is also provided for each action.

Provide ample economic opportunities for all community members (“Economic Opportunities”) ECONOMIC OPPORTUNITIES-STRATEGIES & ACTIONS STATUS Strategy 1: Implement the Joint Elected Officials Regional Prosperity Economic Development Plan. a. b.

c. d.

g. h.

Plan for an employment growth rate of 1.4 %. This growth rate translates into an increase in 35,800 jobs over 20 years. Prepare four 10-20 acre industrial sites for development to meet Eugene’s industrial land need inside the existing UGB through the consolidation of small underutilized industrial sites and/or through the clean-up of existing brownfield sites. Explore the feasibility of an Industrial Land Trust as a possible implementation tool (using approaches demonstrated successfully in the West Eugene Wetlands Partnership). Work with property owners of current vacant or developed industrial lands, especially those larger than 25 acres, to reduce the financial and regulatory obstacles to development, with a goal of making these sites ready for development (e.g. additional natural resource and infrastructure planning). Expand the UGB to provide 11 large lot industrial and employment sites (total of 380-605 acres) for the city’s identified target industries and to accommodate the growth needs of existing businesses projected through year 2032. The identified expansion area is in the Clear Lake Road area and east of the Eugene Airport. Establish legal parameters to ensure that these medium-large sized industrial sites in the expansion area cannot be further divided or re-designated from their intended use and support the following supply:

a. Ongoing

Support growth development and siting of those employers and industries that would benefit from Eugene’s unique comparative economic advantages. Support and promote downtown vitality and as a cultural and economic center of the city.

g. -In-progress: UGB Adoption Package; and - Ongoing h. Ongoing

b. In-progress: Brownfields Assessment Project

c. Longer-term d. Short Term

e. In-progress: UGB Adoption Package

f. In-progress: UGB Adoption Package

ECONOMIC OPPORTUNITIES-STRATEGIES & ACTIONS STATUS Strategy 2: Meet all of the 20-year commercial land needs projected through year 2032 (office and retail) within the existing urban growth boundary. (Note: this does not preclude the inclusion of small amounts of commercial lands within areas that expand to accommodate other uses). a.

Conduct a parcel evaluation to add flexibility to at least 75 acres of smaller-sized, underutilized industrial a. Completed May 2014: Employment Zone Code lands in the Campus Industrial designation as well as in west Eugene to a commercial or flexible employment designation. Integrate new development and redevelopment in the downtown, on key corridors and in core commercial b. Ongoing areas. (See the Promote Compact Urban Development pillar for additional strategies and actions.)

Strategy 3: Support the Sustainable Business Initiative which includes the goals of emphasizing local strengths and opportunities, building on existing business clusters, and long-term retention of businesses through the following actions. a.

b. c.

Conduct a feasibility study of a green industry cluster around clean technology, environmental services, waste remediation and wood products, potentially integrating local FSC (Forest Stewardship Council)certified lumber with favored distribution of LEED (Leadership in Energy and Environmental Design)related products in the Seattle-to-San Francisco region. Conduct a feasibility study of developing an intermodal rail-truck transport hub. Actively promote and invest in technological innovations that support business growth such as high speed rail and a broadband data network.

a. Longer-term

b. Longer-term c. In-progress

Strategy 4: Support the development or redevelopment of industrial sites that are and will remain outside the UGB as part of a regional strategy. a.

Support Lane Countyâ&#x20AC;&#x2122;s efforts in establishing an employment center in Goshen.

a. Ongoing

Strategy 5: Support the Building A Better Bethel report. a. b.

Support the development of criteria and process for fast track permitting. Enact zone changes and code amendments for more flexibility within zoning districts to help with site redevelopment.

a. Short-term b. Short-term

Provide Housing Affordable To All Income Levels (“Housing Affordability”) HOUSING AFFORDABILITYSTRATEGIES & ACTIONS

STATUS

Strategy 1: Plan for a higher proportion of new housing stock to be multi-family than the 39% of multi-family that currently exists. Increasing the proportion of multi-family housing is intended to expand the variety of housing types and the prices available, and to address shifting demographic trends towards an aging population and smaller household size.

Ongoing

Strategy 2: Accommodate 100% of the multi-family housing need projected through year 2032 inside the current UGB. Although there is a deficit of land currently available to meet the 20-year need, programs and actions will be put in place to increase the number of multi-family homes that are constructed in the downtown, along key corridors, and in core commercial areas.

Ongoing

Strategy 3: Accommodate 100% of the land needed for new single-family homes projected through year 2032 inside the current UGB. a. b.

c. d.

Re-designate selected areas that are more suited to single-family housing than multi-family housing. Complete implementation measures needed to support appropriate development in the Crow Road redesignation area, such as creation of development standards, identification of public facilities improvements and parks planning. Update the City’s procedures and approval criteria for needed housing applications. Establish urban reserves that identify the land surrounding Eugene that can be used for UGB expansions as needed to meet the City’s land needs based on growth from 2012-2062, based on the PSU population forecast finalized in 2015 (a forecasted 2062 population of 267,947). (Note, this may include land needs for housing, jobs or other uses.)

a. Completed July 2014: Residential Re-Designation b. Short-term

c. Short-term (Post UGB Adoption) d. Short-term (Post UGB Adoption):Urban Reserves Project

Strategy 4: Expand housing variety and choice by facilitating the building of smaller, clustered and attached housing. a. b.

Develop and apply guidelines, consistent with the goals of Infill Compatibility Standards (ICS) to address compatibility, while increasing flexibility in land use regulations to achieve desired outcomes. Evaluate land use code and permitting processes to identify and remove barriers to clustered and attached housing, alley access lots, and secondary dwellings.

a. - In-progress: South Willamette Project; and -Longer-term b. Short-term

HOUSING AFFORDABILITYSTRATEGIES & ACTIONS c. d.

Promote existing incentives such as EWEB small house incentives. Assess benefits of new incentives such as restructuring system development charges (SDCs), implementing a marketing program for small, clustered and attached housing, and providing loans that reduce the risk of attached housing financing.

Strategy 5: Assess the applicability of a housing and transportation affordability index. This index rates neighborhoods based on the combined cost of housing and transportation, which may lead to a better indicator of affordability than housing costs alone. In addition, explore the applicability of an index that includes housing utility costs.

STATUS c. Short-term d. – In-progress: SDCs Review; and -Short-term

Short-term

Strategy 6: Support subsidized affordable housing projects with a goal of providing 500 affordable housing units every 5 years as stated in the Eugene-Springfield Consolidated Plan 2015. a.

b. c. d. e. f.

g. h.

Continue existing City programs such as Low Income Rental Housing Property Tax Exemption, Controlled Income and Rent Density Bonus, and system development charges (SDC) grants. Continue use of federal Community Development Block Grant (CDBG) HOME Investment Partnership program to support development and rehabilitation of affordable housing through landbanking, acquisition and development subsidies, and rehabilitation. Explore identification of new incentives such as increasing local subsidies, providing infrastructure to affordable housing programs and permit fee reductions. Evaluate land use code and permitting processes to identify and remove barriers to affordable housing.

a. Ongoing

b. Longer-term c. -Ongoing; and -Longer-term d. Ongoing e. Ongoing

Evaluate publicly-owned surplus land as sites for future affordable housing developments. Continue existing programs such as Homebuyer Assistance Program, which offers down payment assistance for low-income, first-time homebuyers. Continue to expand access to housing opportunities throughout the entire community and address fair f. -Ongoing; and housing issues. Update policy guidance such as the City’s housing dispersal policy to support these -Short-term objectives. Continue to integrate housing for various income levels into existing neighborhoods consistent with the g. Ongoing City’s housing dispersal policy. Look for opportunities to incorporate affordable housing projects into area planning (such as coordinating h. Ongoing the land bank program with planning of key corridors) and coordinate plans and investment programs to limit involuntary displacement for residents.

HOUSING AFFORDABILITYSTRATEGIES & ACTIONS i.

Re-designate the former Naval Reserve site, currently owned by the city, to multi-family housing for a future affordable housing development.

Strategy 7: Continue existing programs that support the preservation and maintenance of existing affordable housing stock. These programs benefit both low income homeowners and renters and include funding for acquisition of existing rental housing, rental rehabilitation loans, homeowner rehabilitation grants and loans, and emergency home repair grants and loans.

STATUS i. Longer-term

Ongoing

PLAN FOR CLIMATE CHANGE AND ENERGY RESILIENCY (“Climate & Energy”) CLIMATE AND ENERGYSTRATEGIES & ACTIONS

STATUS

Strategy 1: Plan for growth so that an increasing proportion of residents live in 20-Minute Neighborhoods where residents can meet most of their daily needs near their homes without the use of an automobile. This strategy is intended to reduce the need for, and reliance on, motorized forms of transportation. a.

Update and utilize the city-wide 20-Minute Neighborhood assessment to identify location opportunities for flexible codes, transportation infrastructure improvements, parks and open space, partnerships and incentives. Plan urban reserve areas to support 20-Minute Neighborhoods.

a. Longer-term

b. Urban Reserves, Short-term

Strategy 2: Make energy efficiency in buildings and reduced vehicle trips the first line of action in reducing energy dependence and greenhouse gas emissions. a.

b. c. d.

Future policy decisions should support the Eugene 2035 Transportation System Plan, including the City’s pedestrian and bicycle improvement plans, facilitate collaboration with Lane Transit District (LTD) to complete the EmX bus rapid transit system, and support efforts to encourage existing and new homes and businesses to be energy efficient. Plan for changes in electricity generation and distribution methods and the resulting effects on land use. Take full advantage of energy efficiency opportunities in retrofits and renovations to existing buildings as a form of energy efficient redevelopment. As redevelopment occurs, facilitate local generation of renewable energy.

a. Ongoing

b. Longer-term c. Longer-term d. Longer-term

Strategy 3: Reduce physical and economic risks to people and property arising from climate change and energy price volatility. a. b.

Plan for increased frequency of flooding, increased risk of wildfires (particularly in the south hills), and increased risk of landslides (particularly on steep slopes). Anticipate and plan for climate and energy related impacts to food production and distribution, housing, emergency services, and urban infrastructure (i.e., water, sewer, energy, and streets), in coordination with the Eugene-Springfield Natural Hazards Mitigation Plan.

a. Short-term: Comprehensive Plan Future Phase b. -Short-term: Comprehensive Plan Future Phase; and -Longer Term

CLIMATE AND ENERGYSTRATEGIES & ACTIONS c.

Facilitate urban agriculture by evaluating and removing barriers in the land use code and permitting processes to the development of home-grown food sources, including backyard and community gardens, urban food orchards, and micro-livestock, in accordance with the Food Security Scoping and Resource Plan.

STATUS c. - Completed Feb. 2013:Farm animals code; and - Completed June 2014: Deer fencing code; and -Longer-term

Strategy 4: Align incentives, costs and city processes to promote efficient buildings, smaller homes and development towards the city core. a.

Complete an assessment of incentives, including implementation of variable or restructured systems development charges (SDCs).

Strategy 5: Complete the Community Resiliency chapter of the Envision Eugene Comprehensive Plan and make corresponding updates to the Action Plan.

a. - In-progress: SDCs Review; and - Longer-term: other incentives a. Short-term: Comprehensive plan Future Phase

Promote Compact Urban Development And Efficient Transportation (“Compact Development”)

STRATEGIES & ACTIONS

STATUS

Strategy 1: Meet all of the 20-year multi-family housing and commercial job needs within the existing UGB. a.

Integrate new development and redevelopment in the downtown, on key corridors, and in the core commercial areas.

a. –In-progress: UGB Adoption Package; and -Ongoing

Strategy 2: Facilitate the transformation of downtown, key corridors and core commercial areas as mixed use neighborhoods that foster active, walkable, community living by providing a mix of residential, commercial, retail, and public uses in proximity to one another. a. b.

Continue to implement the strategies and actions in the Eugene Downtown Plan, adopted in 2004. Create area plans for key transit corridors and core commercial areas. Use urban design to integrate a mix of commercial and residential uses, transportation, parking, parks and open space, and historical and cultural resources. Recognize the unique characteristics of each area and provide localized consideration and  treatment in planning the area, and as necessary, in the land use code. Plan for phased implementation, which allows for a gradual integration of existing uses with new  development over time. Accommodate existing businesses and non-conforming uses. Consider street design and other public improvement designs that foster pedestrian-friendly,  compact urban development, in coordination with the Eugene 2035 Transportation System Plan and the City’s pedestrian and bicycle improvement plans. Consider the consensus report of the West Eugene Collaborative as an example outline of an area  plan for the West 11th area.

a. Ongoing b. -In-progress: South Willamette Project; and -Ongoing

Strategy 3: Protect adjacent neighborhoods and provide housing options by using transitions between commercial/ higher density residential uses and lower-density/ single-family neighborhoods in accordance with the compatibility goals of the Infill Compatibility Standards and Opportunity Siting projects. a.

Utilize area planning efforts to identify transition areas and tools; for example, building height step downs, traffic calming, and landscaping.

a. -In-progress: South Willamette Project; and -Ongoing

STRATEGIES & ACTIONS b.

Identify and apply implementation tools, such as overlay zones, form-based code, and design review.

Promote development of diverse housing choices that are affordable for all income levels.

STATUS b. -In-progress: South Willamette Project; and -Ongoing c. -In-progress: South Willamette Project; and -Ongoing

Strategy 4: Make compact urban development easier in the downtown, on key corridors, and in core commercial areas. a.

c. d. e. f. g.

Identify and remove regulatory barriers. (i.e., parking requirements, ground floor commercial requirement, floor area ratio [FAR] requirements, restructuring the Traffic Impact Analysis requirement within core commercial areas and corridors, and others).

a. - In-progress: South Willamette Project; - Completed August 2013: Downtown & Mixed Use Codes ; and -On-going Change the land use code to increase flexibility for compatible uses within industrial and commercial b. - In-progress: South Willamette Project; zones. - Completed August 2013: Downtown & Mixed Use Codes; and - Completed May 2014: Employment Zone Code Amendments Complete a feasibility study for the formation of Compact Urban Development Districts that would reduce c. Longer-term the financial and regulatory obstacles in the downtown, on key corridors and in core commercial areas. Complete an assessment of implementing restructured SDCs, with the purpose of recognizing reduced d. In-progress impacts of smaller home footprints and denser development. Explore and apply additional incentives such as infrastructure improvements, tax incentives, loan e. Longer-term programs, and public/private partnerships. Identify and apply implementation tools, such as new overlay zones, form-based codes, and an alternative f. In-progress: South Willamette Project review path that increase flexibility. g. In-progress

Strategy 5: Conduct a pilot project, incorporating strategies 2, 3 and 4 above to demonstrate how builders, neighbors, and the city work together to create best outcomes. a.

Identify focus areas that are likely to change, are economically viable, and offer the potential for success. a. -In-progress: South Willamette Project; and -Longer-term

STRATEGIES & ACTIONS b.

Consider a pilot project in the area between downtown and the University of Oregon. This area is bordered by the Willamette River, is currently served by EmX, and is experiencing high levels of development interest and activity.

STATUS b. Longer-term

Strategy 6: Plan for additional parks, plazas and other public open spaces that will be needed in or near key corridors and core commercial areas as densities increase. a. b.

Identify parks and open space needs through individual area planning efforts. a. On-going As the city updates its system plan for parks and recreation, consider the needs in existing and proposed b. In-progress areas of high population density and develop strategies to meet those needs.

PROTECT, REPAIR & ENHANCE NEIGHBORHOOD LIVABILITY (â&#x20AC;&#x153;Neighborhood Livabilityâ&#x20AC;?)

NEIGHBORHOOD LIVABILITY-STRATEGIES & ACTIONS Strategy 1: Minimum and maximum allowable densities in the land use code will not be changed in order to meet our residential land need for Envision Eugene. Future actions (such as land use code changes and plan amendments) that impact allowable density in neighborhoods will only be undertaken through a public process (such as area planning or neighborhood planning) that integrates the compatibility goals of the Infill Compatibility Standards (ICS) and/or Opportunity Siting projects.

STATUS -In-progress: South Willamette Project; and -Ongoing

Strategy 2: Continue to implement the goals of the Infill Compatibility Standards project to prevent negative impacts and promote positive impacts of residential infill by integrating compatibility and urban design principles in future planning efforts. a.

Adopt low-density residential infill recommendations addressing flag lots, lot coverage, sloped setbacks, secondary dwelling units, and alley access lots.

Implement ICS work on remaining issues identified by the Task Team by integrating the recommendations into the ongoing Code Improvement Program.

Strategy 3: Implement the Opportunity Siting (OS) goal to facilitate higher density residential development on sites that are compatible with and have the support of nearby residents.

a. -In-progress: South Willamette Project; -Completed July 2014: Single Family & University Area Code Amendments; and -Longer-term b. Longer-term

NEIGHBORHOOD LIVABILITY-STRATEGIES & ACTIONS a. b.

Conduct an OS pilot project on a specific site to demonstrate how builders, neighbors, and the city can come together to foster better outcomes. Implement a toolbox of incentives that support the achievement of OS outcomes. Incentives may include: • Regulatory (flexible codes, re-zoning, design review); • Facilitative (no cost pre-application meetings); • Financial (Multiple Unit Tax Exemption (MUPTE), variable SDCs); • Affordable housing (land bank program, Low Income Rental Housing Property Tax Exemption, SDC grants); • Infrastructure (utilities, transit, street improvements, parking, sidewalks and bicycle/pedestrian improvements).

STATUS a. -In-progress: South Willamette Project; and -Longer-term b. - Completed July 2015: MUPTE Program; - In-progress: South Willamette Project; and -Longer-term

Strategy 4: Create neighborhood plans to address unique situations and impacts on different neighborhoods. a.

Complete area planning for the University neighborhoods to better address the interface between the a. Short-term: Post UGB Adoption (2016) University of Oregon and surrounding neighborhoods. As part of this effort, consider creating specific design standards for housing in the area to address impacts from proximity to the University. Begin this planning process immediately following local adoption of Envision Eugene. Complete area planning for the River Road and Santa Clara neighborhoods to address impacts of b. Short-term: Post UGB Adoption (2016) increasing urbanization. Base future planning efforts on previous work done under the River Road/ Santa Clara Transition Project and Final Report, June 2006, and the Santa Clara-River Road Outreach and Learning (SCRROL) project, 2012. Begin this planning process immediately following local adoption of Envision Eugene. Beginning in 2017, select at least one neighborhood every two years as needed, for completion of area c. Short-term; and planning. On-going

Strategy 5: Recognize the value that historic properties contribute to community character and livability, and work to preserve those significant properties. a. b.

Promote consideration of adaptive reuse of existing buildings in areas of commercial and residential redevelopment. Incorporate historic preservation considerations into area planning efforts.

a. Ongoing b. Ongoing

NEIGHBORHOOD LIVABILITY-STRATEGIES & ACTIONS

STATUS

existing a. b.

Expand the UGB by 54 acres for a school site south of Clear Lake Road to address projected enrollment for Bethel School District. Partner with the Eugene 4j and Bethel 52 School Districts to provide coordinated land use and school facility planning. Share growth projections, demographic information, and projected densities to facilitate more coordinated planning regarding future school facility needs. Expand the UGB by 258 acres for new community parks in Bethel (223 acres) and Santa Clara (35 acres). Plan for additional park needs inside the existing UGB by accounting for projects identified in the Parks, Recreation and Open Space Project and Priority Plan. Identify parks and open space needs in urban reserve areas and develop location and acquisition strategies.

a. UGB Adoption Package b. Ongoing

c. In progress: UGB Adoption Package

d. Short-term

Strategy 7: Complete the Community Health and Livability chapter of the Envision Eugene Comprehensive Plan and a. Short-term: Comprehensive plan Future Phase make corresponding updates to the Action Plan.

PROTECT, RESTORE AND ENHANCE NATURAL RESOURCES (“Natural Resources”) NATURAL RESOURCESSTRATEGIES & ACTIONS

STATUS

Strategy 1: Encourage both the protection and voluntary stewardship of valuable resources inside the UGB. a. b.

Develop recommendations for incentives and habitat conservation tools for preserving valuable natural resources within subdivisions, in coordination with the work of the Infill Compatibility Standards project. Complete feasibility study and implement appropriate tools, such as transfer of development rights, tax incentives, and conservation easements for protection of valuable natural resources and farmland.

a. Longer-term b. Longer-term

Recognize the specific benefits that trees provide to the livability and health of Eugene. Continue to protect c. Ongoing and enhance Eugene’s urban forest.

Strategy 2: Protect, maintain and restore natural habitat areas, including high quality oak woodland and oak savanna habitat; high quality coniferous forests; high quality native upland and wetland prairie; the Willamette River and its tributaries such as Amazon Creek, East Santa Clara Waterway and Spring Creek; and the confluence of the Willamette River and McKenzie River. Utilize the following plans in pursuit of this strategy:  Rivers to Ridges Vision – endorsed in 2003

Ongoing

 Ridgeline Open Space Vision and Action Plan – endorsed in 2008  Willamette River Open Space Vision and Action Plan – endorsed in 2010 Strategy 3: Preserve valuable farmland outside the UGB. a. b.

Identify partnerships and public funds to protect farmland into the future by supporting the placement of permanent conservation easements on valuable farmland outside the UGB. Collaborate with regional partners to complete a feasibility study of establishing long-term protection of valuable farmland.

Strategy 4: Complete the Natural Resources and Environmental Quality chapter of the Envision Eugene Comprehensive Plan and make corresponding updates to the Action Plan.

a. Longer-term b. - Short-term: Urban Reserves Project; and -Longer-term a. Short-term: Comprehensive plan Future Phase

PROVIDE FOR ADAPTABLE, FLEXIBLE AND COLLABORATIVE IMPLEMENTATION (“Implementation”) IMPLEMENTATIONSTRATEGIES & ACTIONS

STATUS

Strategy 1: Create an ongoing monitoring system to collect and track key information. a. b. c. d. e.

Identify specific factors to be monitored, such as housing mix. Identify types of data needed to support monitoring, such as population growth, densities, types and numbers of housing units constructed, job growth and rate of land consumption. Develop an institutionalized system for tracking the data described above. Produce clear, publicly available reports, for the purpose of continuous evaluation of the effectiveness of the Envision Eugene strategies. Create a framework for evaluating whether development is achieving Envision Eugene’s more qualitative goals and objectives (e.g. to create livable neighborhoods and thriving mixed use Key Corridors and Core Commercial Areas).

Strategy 2: Create a dynamic Eugene-specific comprehensive plan to address emerging needs.

a. In-progress b. In-progress c. In-progress d. Short-term e. Short-term

IMPLEMENTATIONSTRATEGIES & ACTIONS a. b.

d. e. f.

STATUS

Three years after the Eugene-specific UGB has been acknowledged by the State, and at least every five years a. Short-term thereafter, evaluate the effectiveness of the Envision Eugene strategies. Three years after the Eugene-specific UGB has been acknowledged by the State, and at least every five years b. Short-term thereafter, consider the evaluations and determine whether the comprehensive plan and implementation tools should be adjusted. Consider the phasing of public utilities to expansion areas in accord with monitoring and evaluation results. The Capital Improvement Plan and annexation policies provide existing tools to manage the efficient extension of public services. Identify and respond to any impacts that future regulations and programs may have on the buildable land supply. Complete the remaining chapters of the Envision Eugene comprehensive plan and corresponding amendments to the Eugene-Springfield Metropolitan Plan and the Public Facilities and Services Plan. Create a parcel-specific land use designation map within a future phase of the Envision Eugene Comprehensive Plan. Future phases of the map shall address, issues such as: plan designation and zone conflicts;  plan designation/zoning suitability (e.g. natural resources have appropriate plan designations);  individual requests consistent with Envision Eugene strategies and actions 

Strategy 3: Continually evaluate and regularly adjust regulations through a collaborative ongoing code improvement program.

Strategy 4: Develop a range of implementation tools to realize the community vision of Envision Eugene. The range of existing and new tools may include:

c. -Short-term; and -Longer-term d. Ongoing e. Short-term: Comprehensive Plan Future Phase f. - Short-term: Comprehensive plan Future Phase; and - Longer-term

- Ongoing; and - Completed July 2015: First Round of Code Maintenance Amendments

IMPLEMENTATIONSTRATEGIES & ACTIONS a.

Design based tools such as area planning, form-based codes, design review, and design standards

Re-designations and flexible zoning

Removal of code barriers

Capital improvements that increase the value of an area and attract private investment

e. f.

Partnerships and collaboration with neighbors, public agencies and institutions, and private developers Financial tools such as tax relief, fee reduction or restructuring, loans, and other market interventions

Strategy 5: Continue to collaboratively plan and partner with surrounding jurisdictions and agencies on such efforts as regional public facilities and services, school district facility planning, regional transportation/climate planning, and protection of high-value farm land and natural resources.

STATUS a. -In-progress; and -Ongoing b. -In-progress; and -Ongoing c. -In-progress; and -Ongoing d. -In-progress; and -Ongoing e. On-going f. â&#x20AC;&#x201C;Longer-Term; -Completed July 2015: MUPTE Program Revisions; and -Ongoing Ongoing

B. Cross-reference of Pillars, Policies, Strategies and Actions The following is a cross-reference between the [draft] goals and policies of the Eugene-specific Envision Eugene Comprehensive Plan (Comprehensive Plan) and the pillars, strategies and actions of the Envision Eugene 2012 Recommendation (2012 Recommendation). The seven pillars are: 1) Provide ample economic opportunities for all community members (“ECONOMIC OPPORTUNITIES”) 2) Provide housing affordable to all income levels (“HOUSING AFFORDABILITY”) 3) Plan for climate change and energy resiliency (“CLIMATE & ENERGY”) 4) Promote compact urban development and efficient transportation options (“COMPACT DEVELOPMENT”) 5) Protect, repair and enhance neighborhood livability (“NEIGHBORHOOD LIVABILITY”) 6) Protect, restore and enhance natural resources (“NATURAL RESOURCES”) 7) Provide for adaptable, flexible and collaborative implementation (“IMPLEMENTATION”) Goals & Pillars The following table shows how the [draft] Comprehensive Plan goals correspond with the pillars of the 2012 Recommendation. The policies may be associated with several pillars and vice versa so the primary related pillar is noted in the table. Comprehensive PlanChapters Chapter 1 – Public Involvement Goal 1: Meaningful and Equitable Public Participation Provide opportunities across all phases of the planning process for the full spectrum of community members to engage with decision makers and contribute to land use planning and processes. Goal 2: Accessible and Transparent Processes Design clearly documented, open processes that are accessible in terms of time, location, and language to support the engagement of community members with diverse abilities, backgrounds, and contributions. Goal 3: Integration of Community Values with Technical Analysis

Pillar name-

All pillars

Comprehensive PlanChapters Seek out and honor community perspectives to enhance and compliment robust data analysis in support of thoughtful land use planning and processes that implement community best outcomes. Chapter 2 – Compact Development and Urban Design Goal 1: Responsible Urban Development Foster a compact urban form that promotes efficient use of resources and a reduced environmental footprint. Goal 2: Strategic Density Direct the majority of growth and redevelopment to well-connected centers and corridors that support efficient transportation options, enhance economic development, and encourage civic vitality. Goal 3: Vibrant Neighborhood Design Encourage the creative, intentional design and development of unique, attractive and functional urban neighborhoods and places that enhance the prosperity and wellbeing of all those who live, play, learn and work in the community. Chapter 3 – Economic Development Goal 1: Household Prosperity Broaden and diversify the Eugene economy so all residents have ample employment opportunities with increased average income, improving individual and household quality of life. Goal 2: Business Development Encourage business development that leads to a higher employment rate and an economic climate where business ventures grow and thrive with the land, zoning, and infrastructure they require. Goal 3: Community Vitality Support downtown Eugene as the civic, economic, and cultural heart of our community; support infill and redevelopment on Key Corridors and in Core Commercial Areas; support local business districts in neighborhoods across the city; and work with partners to promote the region as a place to thrive. Chapter 4 – Housing Goal 1: Quality and Affordability

Pillar name-

COMPACT DEVELOPMENT

ECONOMIC OPPORTUNITIES

HOUSING AFFODABILITY

Comprehensive PlanChapters Work across the community to maintain and develop a quality, safe and healthy housing supply that is affordable and accessible to all Eugene households. Goal 2: Choice and Diversity Provide opportunities for a mix of housing across the city that accommodates the diverse needs and preferences of community members in terms of structure type, tenure, density, size, cost, and location, with an emphasis on promoting housing in locations with convenient access to employment, schools, shopping and other services. Goal 3: Fairness and Equity Proactively advance equitable access to housing, with a special effort to remove disparities in housing access. Chapter 5 – Community Health and Livability Future chapter to be developed Chapter 6 – Natural Resources and Environmental Considerations Future chapter to be developed Chapter 7 – Community Resiliency Future chapter to be developed Chapter 8 – Public Facilities and Services Future chapter to be developed Chapter 9 – Transportation Goal 1: Create an integrated multimodal transportation system…. Goal 2: Advance regional sustainability… Goal 3: Strengthen community resilience to changes… Goal 4: Address the transportation needs and safety of all travelers… Goal 5: By the year 2035 double the percentage of trips made on foot, by bicycle, and by transit… Chapter 10 – Administration and Implementation Goal 1: Clear and Effective Process Administer the Envision Eugene Comprehensive Plan efficiently, effectively, and in accordance with state laws and goals, through processes that are clear and accessible to the community. Goal 2: Adaptability and Responsiveness

Pillar name-

HOUSING AFFODABILITY

NEIGHBORHOOD LIVABILITY NATURAL RESOURCES CLIMATE AND ENERGY IMPLEMENTATION COMPACT DEVELOPMENT COMPACT DEVELOPMENT COMPACT DEVELOPMENT COMPACT DEVELOPMENT COMPACT DEVELOPMENT

IMPLEMENTATION

Comprehensive PlanChapters Provide mechanisms for amending and updating the Envision Eugene Comprehensive Plan and its implementation programs and tools to reflect the changing conditions, needs and attitudes of the community. Goal 3: Coordination and Collaboration with Partners Align planning efforts with local and regional jurisdictions and agencies in support of the goals and values of the community as expressed in the Envision Eugene Comprehensive Plan. Chapter 11 – Eugene Urban Growth Boundary and Land Use Designations Future chapter to be developed

Pillar name-

IMPLEMENTATION

Policies & Strategies/Actions The following table shows whether the 2012 Recommendation pillars’ strategies or actions implement the [draft] Comprehensive Plan policies or not. Many of the [draft] policies are implemented by the pillars’ strategies and actions which can be found in the Action Plan, although it is recognized that additional actions may still need to be added for these policies in the future. Other [draft] policies are either not entirely implemented or implemented at all, by the pillars’ strategies and actions, or are ongoing and may not need a specific action. For these types of policies, any necessary actions will need to be developed and added to the Action Plan in the future. For example, the Eugene-specific Comprehensive Plan is being completed in phases so several chapters (and associated policies) have not been written yet. 

For policies implemented by the pillar strategies and actions, the name of the pillar section is noted in the table (COMPACT DEVELOPMENT), along with the implementing strategy number (2) or action letter (2.b).



For policies not (wholly or in-part) implemented by pillar strategies or actions, it is noted as “actions to be developed after UGB adoption.” These policies may also be ongoing and not require a specific action. Comprehensive PlanChapters and policies

Chapter 1 – Public Involvement 1.1 Diverse participation opportunities. Provide formal and informal opportunities for public involvement in all phases of land use planning including but not limited to:

Action PlanPillar name, strategy (number), and action (letter) — actions to be developed after UGB adoption

Comprehensive PlanChapters and policies  The City of Eugene Planning Commission which serves as the committee for citizen involvement and whose members are selected through an open, wellpublicized process  A land use code that sets out procedures for an accessible citizen involvement program for land use decision making  Other topic-specific community advisory committees  Public hearings and forums  Informal and ad hoc opportunities for community participation 1.2 Foundation for civic engagement. Provide the public with sufficient information regarding specific issues, underlying principles, and broad context for meaningful, informed, and effective participation in land use planning processes. Support civic infrastructure (institutions, organizations and processes) and tools that enable community participation. 1.3 Enhanced engagement strategies. Continue to invest in ongoing education of City employees on best practices for culturally appropriate, innovative, inclusive engagement techniques and tools, and evaluate opportunities to improve outreach strategies. Maintain efforts to engage the public early and often in land use projects. 1.4 Transparency. Make land use planning information and documentation accessible through mechanisms and practices such as digital availability, comprehensible language, clear organization, established channels for two-way communication, and diverse media for announcements. 1.5 Equity by design. Plan participation processes with particular sensitivity to underserved and under-represented populations to support decisions that consider the needs of all affected parties. Seek out diverse representation from our community with regard to race, color, national origin, English proficiency, gender, age, disability, religion, sexual orientation, gender identity, income, and geographic area of the community. Utilize the City’s Diversity and Equity Strategic Plan to inform outreach efforts for planning projects. Chapter 2 – Compact Development and Urban Design 2.1 Efficient use of land. Implement measures that increase the efficiency of land use while balancing the appropriate form and scale of development through activities such

Action PlanPillar name, strategy (number), and action (letter)

— actions to be developed after UGB adoption

— COMPACT DEVELOPMENT 2, 4; — NEIGHBORHOOD LIVABILITY 3

Comprehensive PlanChapters and policies as revising plan designations, rezoning, area planning, strategic investment and incentives, and amending development standards. 2.2 Efficient transportation patterns. Support energy-efficient, resource-efficient, and sustainable development and transportation patterns at the city-wide scale through integrated land use and transportation planning. 2.3 Urban intensity. Plan for a wide range of urban development intensities, from the rural edge to the downtown core, to increase the viability of Core Commercial Areas and provide a variety of living environments for the community. 2.4 Form-based planning. Plan the future development of specific areas with respect to both the existing and desired form, scale and character of buildings in each area to support a healthy mix of land uses and activities. 2.5 20-Minute Neighborhoods. Increase the percentage of Eugene residents living in neighborhoods with safe, attractive and convenient walking access to most daily needs by encouraging more housing and job opportunities in areas where these qualities exist, by adding amenities and services where they are needed, and improving walking routes. 2.6 Natural systems. Incorporate natural elements and corridors throughout developed and developing areas of the community as the preferred method of managing stormwater, and to improve air and water quality, reduce flooding, mitigate urban heat and preserve and restore habitat. 2.7 Key Corridors and Core Commercial Areas. Facilitate the transformation of Key Corridors and Core Commercial Areas into attractive locations for community living that support walking, biking, driving, and convenient access to frequent transit, and that provide a mix of residential, employment and public uses in proximity to one another. Prioritize Key Corridors and Core Commercial Areas as locations for neighborhood centers and higher intensity development. While Key Corridors serve important roles in the transportation network, their role in neighborhood identity and place making is equally valuable. 2.8 Area planning. Conduct “area planning” to increase vital and sustainable commercial and residential development and redevelopment of identified Key Corridors and Core Commercial Areas. As part of area planning, apply a range of regulatory, facilitative and investment measures to increase development and

Action PlanPillar name, strategy (number), and action (letter)

— — — — —

CLIMATE & ENERGY 1.a; COMPACT DEVELOPMENT 2.b; actions to be developed after UGB adoption COMPACT DEVELOPMENT 2.b; actions to be developed after UGB adoption

— COMPACT DEVELOPMENT 3.b, 4.f; — actions to be developed after UGB adoption — CLIMATE & ENERGY 1.a

— actions to be developed after UGB adoption

— COMPACT DEVELOPMENT 2

— COMPACT DEVELOPMENT 2.b, 3, 4, 5

Comprehensive PlanChapters and policies redevelopment while recognizing the unique characteristics of each corridor or commercial area. Such measures may include:  Reducing regulatory barriers to desired development types  Adjusting regulations to reflect the form, character and quality of private development, public spaces and streets and to match the community’s vision for the area  Engaging in public/private partnerships to increase the feasibility and quality of development, including opportunities for technical and financial assistance  Identifying and implementing needed infrastructure improvements 2.9 Redevelopment opportunities. Encourage redevelopment of underutilized sites within Core Commercial Areas and along Key Corridors to increase activity and vibrancy by providing more jobs and housing. 2.10 Transit Oriented Development. Support higher intensity development at or near transit stops, including commercial services, employment opportunities, and multifamily housing, through the use of area planning, parking management strategies, economic incentives and zoning amendments. 2.11 Transit station area safety. Coordinate with Lane Transit District to create transit station areas that promote high levels of pedestrian, bicycle, and personal safety. 2.12 Urban Reserves. Identify Urban Reserves through a collaborative process to more comprehensively and predictably plan for growth over a long period of time (50 years), anticipating the need for future, incremental urban growth boundary expansion. 2.13 Downtown vitality. Promote downtown vitality in alignment with the Eugene Downtown Plan through development that makes downtown a great place to live, play, learn and work. 2.14 Cultural center. Reinforce and promote the creative, distinctive culture of downtown Eugene as the arts, culture, and entertainment center of the city. 2.15 Downtown riverfront. Facilitate dense, pedestrian-friendly development that expands the downtown core to incorporate Willamette River frontage. 2.16 Connected downtown. Support stronger transportation connections between downtown Eugene and adjacent activity centers (e.g. the University of Oregon, the Whiteaker Neighborhood, the mid-town area, the South Willamette area, and nearby parks) and other areas of the city and region through:

Action PlanPillar name, strategy (number), and action (letter)

— COMPACT DEVELOPMENT 1

— COMPACT DEVELOPMENT 1, 4.g; — actions to be developed after UGB adoption

— — — —

COMPACT DEVELOPMENT 2.b; actions to be developed after UGB adoption HOUSING AFFORDABILITY 3.D; actions to be developed after UGB adoption

— ECONOMIC OPPORTUNITIES 1.h; — COMPACT DEVELOPMENT 2.a — ECONOMIC OPPORTUNITIES 1.h; — COMPACT DEVELOPMENT 2.a — COMPACT DEVELOPMENT 2.a, 4a, 4f — COMPACT DEVELOPMENT 2.a, 2.b, 4.g, 5.b

Comprehensive PlanChapters and policies  Frequent, convenient transit service  Car and truck routes  A safe, attractive network of walking and biking paths  High-speed rail linking downtown Eugene to other population centers in the western United States and beyond 2.17 Downtown housing. Encourage downtown housing options for a range of household types and demographics across the economic spectrum to improve the vitality, safety and economic prosperity of downtown. 2.18 Community Design Handbook. Encourage the use of the non-regulatory Envision Eugene Community Design Handbook as a source of inspiration for property owners, developers and designers, and to influence community investments and future land use code updates. 2.19 Special places. Celebrate important places of natural, historical or cultural value in the community. Support design options that preserve, protect, and enliven these resources with new adaptive uses, for example through collaboration with City programs, other public agencies, and community partners. Utilize urban design, art and teaching tools to enhance and express the value of important places. 2.20 Public spaces. Enhance the public realm with a variety of inviting public spaces such as parks and plazas, which support a variety of uses and experiences to make city living healthy and attractive. 2.21 Resilient design. Support a built environment designed to be resilient to hazards, climate change and energy cost increases through regulation, direct public investment and coordination with investment partners. 2.22 Energy-efficient design. Promote energy-efficient design strategies at the district, site and building scale for each phase of the development life cycle. 2.23 Parking management. Implement parking strategies that incorporate market forces and treat parking as a public resource to be managed for the benefit of the entire community. Utilize best practices to calm traffic, generate revenues for local improvement, support local business, and equitably reduce dependence on automobiles.

Action PlanPillar name, strategy (number), and action (letter)

— HOUSING 4.b; and — COMPACT DEVELOPMENT 2.a — actions to be developed after UGB adoption

— NEIGHBORHOOD LIVABILITY 5; — actions to be developed after UGB adoption

— COMPACT DEVELOPMENT 2.b; — actions to be developed after UGB adoption — CLIMATE & ENERGY 2.a-d; — actions to be developed after UGB adoption — — — —

CLIMATE & ENERGY 2.a-d, 4.a; actions to be developed after UGB adoption CLIMATE & ENERGY 2.a; actions to be developed after UGB adoption

Comprehensive PlanChapters and policies 2.24 Walkable places. Support the design of places that are inviting to pedestrians of all ages and abilities, by creating an urban environment that is easy to navigate, convenient, safe, comfortable and attractive at the pedestrian scale. 2.25 Design transitions. Enhance the effectiveness of zoning to reduce impacts between low and high intensity uses by encouraging thoughtful site and building design, promoting a smooth gradation of development types and scales across transition areas. 2.26 Crime prevention. Encourage design that incorporates crime prevention techniques such as promoting visibility between uses, inviting activity through extended hours of use, use of lighting, and other recommendations of Crime Prevention Through Environmental Design (CPTED). Chapter 3 – Economic Development 3.1 Employment growth. Plan for an employment growth rate that is identified in the current adopted Economic Opportunities Analysis. Strive to capture a majority of the region’s employment growth within the City of Eugene. 3.2 Economic advantages. Strengthen and capitalize on Eugene’s comparative economic advantages, including:  Our highly educated and skilled workforce  Partnerships with the University of Oregon, Lane Community College and other educational institutions  Growing national presence in the specialty food and beverage, software, heavy machinery, advanced materials, and wood products industries  Access to natural resources and open spaces  High quality of life 3.3 Expanding Eugene’s assets. Adapt to new trends and opportunities in the tourism, hospitality, and retirement living sectors that are attracted by Eugene’s favorable economic factors, including:  A healthy, outdoor-oriented lifestyle and Track Town USA branding  Easy access to outdoor recreation opportunities and agricultural tourism  Local food and beverage manufacturing and restaurants  Walkable and livable neighborhoods served by transit  City and University sponsored arts, cultural and athletic events

Action PlanPillar name, strategy (number), and action (letter) — COMPACT DEVELOPMENT 2; — actions to be developed after UGB adoption — COMPACT DEVELOPMENT 3.a, 3.b; — NEIGHBORHOOD LIVABILITY 2

— actions to be developed after UGB adoption

— ECONOMIC OPPORTUNITIES 1.a

— ECONOMIC OPPORTUNITIES 1, 1.g

— ECONOMIC OPPORTUNITIES 1

Comprehensive PlanChapters and policies 3.4 Business incubators. Encourage the formation of new business ventures in the creative arts, small scale industry, technology, food and beverage, and other sectors by supporting a variety of flexible, collaborative and incubator spaces accessible to residents throughout the city. 3.5 Business retention and expansion. Facilitate the retention and growth of existing businesses in the community. 3.6 Responsible economic development. Support economic development initiatives that reflect long-term priorities, improve community resilience to climate change and natural hazards, improve energy efficiency or reduce greenhouse gas emissions, and enhance opportunities to borrow, rent, or otherwise make better use of underutilized public and private assets. 3.7 Home-based and microenterprises. Promote the development of small, locallyowned businesses that have minimal adverse impacts on their surrounding neighborhoods. 3.8 Industry clusters. Develop networks among associated targeted industry clusters for innovative networking, information sharing, and to provide opportunities for business growth. 3.9 Advanced manufacturing. Encourage the expansion of existing and the location of new manufacturing activities, especially in advanced technology and manufacturing, heavy machinery, advanced materials, and advanced wood products. 3.10 Food and beverage manufacturing. Promote the expansion of food and beverage manufacturing and processing facilities, including beer and wine, frozen desserts, agricultural products, and natural foods. 3.11 Health and wellness. Promote the development of expanded opportunities in the health and wellness sectors, including health care, biomedical research and development, and facets of healthy living, such as active transportation and outdoor recreation. 3.12 Clean technology and renewable energy. Support the development of an industry cluster in renewable energy and clean technology. 3.13 Software and educational technology. Support the expansion of the local software development field, including educational, gaming, and other types of computer software.

Action PlanPillar name, strategy (number), and action (letter) — ECONOMIC OPPORTUNITIES 1

— ECONOMIC OPPORTUNITIES 1,3 — ECONOMIC OPPORTUNITIES 1

— actions to be developed after UGB adoption

— ECONOMIC OPPORTUNITIES 1,3

— ECONOMIC OPPORTUNITIES 1.e, 1.g

— ECONOMIC OPPORTUNITIES 1, 1.g, 3.a — ECONOMIC OPPORTUNITIES 1.e, 1.g

Comprehensive PlanChapters and policies 3.14 Biomedical and biotechnology. Support the development of an industry cluster in advanced biological technology. 3.15 Adequate land supply. Designate an adequate number of sites within the urban growth boundary to accommodate growing local businesses and new targeted industries, especially a diversified manufacturing base that includes advanced manufacturing, food and beverages, wood products manufacturing, regional distribution, trade, and services such as offices, software developers, educational technology, corporate headquarters, and other employment uses. 3.16 Parcel size and suitability. Designate land for industrial sites in the various sizes needed to accommodate the city’s identified target industries. 3.17 Large lot preservation. Apply regulations that protect and preserve large lot industrial and employment sites (greater than 10 acres) in the Clear Lake area, and prevent re-designations or land divisions into lots smaller than 10 acres prior to securing the large lots in accordance with the stated land needs of the Economic Opportunity Analysis, as shown in the following table. Additionally, provide appropriate area for the development of smaller-scale support industries and services in close proximity to the large lot users. [Table not included] 3.18 Multimodal freight accessibility. Encourage maximum use of industrial land by businesses that rely on access and adjacency to multimodal (rail, highway, airport) freight infrastructure and services. 3.19 Industrial land preservation. Protect and retain the West Eugene and Highway 99 Industrial Corridors as industrial land, particularly parcels with access to rail infrastructure. Foster opportunities for a variety of heavy industrial development in existing heavy industrial areas. 3.20 Brownfields. Promote brownfield redevelopment in partnership with the City of Springfield and Lane County by pursuing opportunities to acquire industrial lands or secure funding to assist property owners with assessment and cleanup costs of environmentally contaminated lands. 3.21 Parcel assembly. Facilitate assembly of smaller vacant or underutilized industrial parcels to create redevelopment opportunities within the urban growth boundary. 3.22 West Eugene employment areas. Protect industrial areas in west Eugene, while supporting their evolution into diverse places of commerce with a flexible regulatory

Action PlanPillar name, strategy (number), and action (letter) — ECONOMIC OPPORTUNITIES 1.e, 1.g — ECONOMIC OPPORTUNITIES 1.e

— ECONOMIC OPPORTUNITIES 1.e — ECONOMIC OPPORTUNITIES 1.f

— actions to be developed after UGB adoption

— ECONOMIC OPPORTUNITIES 1.b

— ECONOMIC OPPORTUNITIES 1.b — ECONOMIC OPPORTUNITIES 2.a — COMPACT DEVELOPMENT 4.b

Comprehensive PlanChapters and policies approach that offers a broad mix of employment and industrial uses, thereby accommodating increased employment densities and services to surrounding neighborhoods. 3.23 Flexible campus employment areas. Recognize changing market demands and accommodate land needs through flexible zoning for light industrial/campus employment areas, including Greenhill Technology Park, Willow Creek Circle and Chad Drive. 3.24 Environmental justice and compatibility. To promote compatibility between industrial lands and adjacent areas, revise the land use code to avoid the siting of new heavy industrial uses in areas that already accommodate a disproportionate amount of such uses or near residentially designated lands, schools, day care centers, and community recreational facilities such as athletic fields, pools and playgrounds; or, mitigate typical associated impacts when adjacency cannot be avoided. 3.25 Short-term supply. Provide a competitive short-term supply of land for the industrial and other employment uses identified in the Economic Opportunities Analysis. 3.26 Urban services. Provide urban services to employment lands inside the urban growth boundary in order to increase the short-term land supply. 3.27 Site preparedness. Work with property owners of current vacant or developed industrial lands, especially those larger than 25 acres, to reduce the financial and regulatory obstacles to development, with a goal of making these sites ready for development. In particular, explore a private/public partnership to address wetland permitting issues on larger industrial sites. 3.28 Infrastructure. Accommodate future employment and industrial land needs within the urban growth boundary where public facilities are already present or can be efficiently extended. Plan for the extension of infrastructure services through amendments to the regional public services and facilities plan and the local transportation system plan. 3.29 Transportation services. Encourage the development of transportation facilities which improve access to employment areas and improve freight movement capabilities by implementing the policies and projects in the Eugene 2035 Transportation System Plan and the Eugene Airport Master Plan.

Action PlanPillar name, strategy (number), and action (letter)

— ECONOMIC OPPORTUNITIES 2.a — COMPACT DEVELOPMENT 4.b

— actions to be developed after UGB adoption

— ECONOMIC OPPORTUNITIES 1,2 — IMPLEMENTATION 2.c — actions to be developed after UGB adoption — ECONOMIC OPPORTUNITIES 1.d

— IMPLEMENTATION 2.e — actions to be developed after UGB adoption

— actions to be developed after UGB adoption

Comprehensive PlanChapters and policies 3.30 Technological support. Collaborate with partners to acquire technological systems such as broadband internet service, both current and as needed in the future, as a means to accelerate high technology firm development. 3.31 Public investment. In strategically prioritized locations – downtown, neighborhood centers, Key Corridors, Core Commercial Areas, and employment and industrial areas – use public infrastructure investment and other financial incentives as a catalyst to foster private development and site intensification to support employment growth, economic competitiveness, and increased access to opportunity. 3.32 Priority Development Areas. Promote redevelopment and reuse in prioritized areas including downtown, Key Corridors, and Core Commercial Areas. 3.33 Urban economy. Promote downtown as a hub of creative, entrepreneurial activity that can attract new investment and retain and grow existing businesses that thrive in the urban environment. 3.34 Multifaceted, regional center. Strengthen downtown’s role as a destination and the functional center for government, business and commerce, entertainment and the arts, and education in Eugene and the Southern Willamette Valley. 3.35 Neighborhood vitality. Recognize the vital role of commercial facilities that provide services and goods in complete, walkable neighborhoods throughout the community. Encourage the preservation and creation of affordable neighborhood commercial space to support a broad range of small business owners across all neighborhoods. Chapter 4 – Housing 4.1 Housing affordability. Encourage the development of a robust supply of marketrate housing that is affordable to moderate-income households and located in areas that reduce associated transportation cost burdens through strategies such as area planning, tax incentive programs, infrastructure subsidies/incentives and land use code updates. 4.2 Incentives and exemptions. Consider revising the land use code, through a public planning process, to provide incentives and exemptions that enable certain housing types (such as controlled income and rent housing) to develop at higher densities than would otherwise be permitted.

Action PlanPillar name, strategy (number), and action (letter) — ECONOMIC OPPORTUNITIES 3.c

— COMPACT DEVELOPMENT 4.e — NEIGHBORHOOD LIVABILITY 3.b

— — — —

COMPACT DEVELOPMENT 1.a ECONOMIC OPPORTUNITIES 1.h, 2.b ECONOMIC OPPORTUNITIES 1.h, 2.b COMPACT DEVELOPMENT 2.a

— ECONOMIC OPPORTUNITIES 1.h — COMPACT DEVELOPMENT 2.a — COMPACT DEVELOPMENT 2.a-b — CLIMATE & ENERGY 1.a

— — — —

HOUSING 1, 4.b-d, 5 COMPACT DEVELOPMENT 1.a, 3.c, 4.d NEIGHBORHOOD LIVABILITY 3.b actions to be developed after UGB adoption

— HOUSING AFFORDABILITY 6.a

Comprehensive PlanChapters and policies 4.3 Barriers to affordability. Identify policy, regulatory, and financial barriers to housing affordability and remove or minimize them in order to increase housing opportunities that are affordable to all households. 4.4 Subsidized affordable housing. Maintain and increase public and private assistance for low- and very low-income households whose housing needs remain unmet by the private market. 4.5 Existing housing stock. Pursue strategies that preserve, maintain, or restore existing housing units to conserve the supply of existing affordable housing, increase the stability and quality of older residential neighborhoods, and minimize displacement of existing residents. 4.6 Buildable land. Designate an adequate supply of buildable residential land within the urban growth boundary to meet the projected housing demand. 4.7 Housing mixture. Address shifting demographic trends toward an aging population and smaller household size by planning for a higher proportion of new housing stock to be multi-family, townhouses (a.k.a. rowhouses), condominiums, or clustered and courtyard housing types. 4.8 Housing supply. Support the development of a housing stock that meets the diverse needs, preferences, and financial capabilities of Eugene residents. 4.9 Housing variety. Develop zoning and land use regulations that support a full range of consumer choice in housing type, density, size, cost, and location.

4.10 Greater housing choice. Facilitate the creation of smaller, clustered or attached housing options that result in varied neighborhoods and address the housing needs of a diverse population. 4.11 Manufactured housing. Allow manufactured dwellings and parks as an outright permitted use in low-density residential zones if prescribed development standards are met. 4.12 Universal housing. Support the development of housing that meets the needs of the disabled and elderly by encouraging housing development and units that employ universal design principles and by supporting the siting of such units in areas with access to services and amenities that allow residents to age in place.

Action PlanPillar name, strategy (number), and action (letter) — HOUSING AFFORDABILITY 6.a-c, 6.f, 6.g

— HOUSING AFFORDABILITY 6.a-b, 6.d-e

— HOUSING AFFORDABILITY 7

— HOUSING AFFORDABILITY 2, 3.a-d — HOUSING AFFORDABILITY 1

— HOUSING AFFORDABILITY 1,2,3, — — — — —

HOUSING AFFORDABILITY 4, 6.f COMPACT DEVELOPMENT 3.c NEIGHBORHOOD LIVABILITY 3.b actions to be developed after UGB adoption HOUSING AFFORDABILITY 4

— complete per existing land use code

— actions to be developed after UGB adoption

Comprehensive PlanChapters and policies 4.13 Adaptable housing. Encourage adaptation of existing housing and the development of new housing that can be adapted in the future to accommodate the changing variety of household types. 4.14 Fair housing. Coordinate with fair housing programs to assist in protecting persons of Federal, State, and locally designated protected classes from housing discrimination. 4.15 Disparate impacts. Evaluate and revise housing policies and regulations that may have negative disparate impacts on underrepresented populations of our community. 4.16 Dispersal and integration. Seek to create housing opportunities for a variety of income levels spread throughout the community in order to both to improve equitable access to a range of urban amenities and public services, and to avoid or reduce concentrations of poverty. 4.17 Housing and neighborhood stability. Coordinate plans and investment programs to maintain the ability of households to stay in their housing and neighborhoods, and to limit involuntary displacement for all residents. 4.18 Special needs and transitional housing. Encourage and support the development of affordable special needs and transitional housing that is equitably integrated across the community. 4.19 Housing programs. Support programs such as land banking, financial subsidies, housing development and rehabilitation, and building code enforcement, which lead to the increased provision of and access to safe, healthful, and affordable housing. 4.20 Coordination and partnerships. Coordinate with public, private, and consumer sectors of the regional housing market to efficiently provide housing that is affordable for all Eugene households. Chapter 5 – Community Health and Livability 5.1 Local community health and livability planning. Develop and adopt Eugenespecific goals and policies into this Envision Eugene Comprehensive Plan related to community health and livability. Chapter 6 – Natural Resources and Environmental Considerations 6.1 Local natural resources and environmental quality planning. Develop and adopt Eugene-specific goals and policies into this Envision Eugene Comprehensive Plan

Action PlanPillar name, strategy (number), and action (letter) — actions to be developed after UGB adoption

— HOUSING AFFORDABILITY 6.f — actions to be developed after UGB adoption — — — —

HOUSING AFFORDABILITY 6.f actions to be developed after UGB adoption HOUSING AFFORDABILITY 6.f, 6.g actions to be developed after UGB adoption

— HOUSING AFFORDABILITY 6.h — actions to be developed after UGB adoption — HOUSING AFFORDABILITY 6.f — actions to be developed after UGB adoption — — — — — —

HOUSING 6.a, 6.d, 6.h, 6.g NEIGHBORHOOD LIVABILITY 3.b actions to be developed after UGB adoption COMPACT DEVELOPMENT 5 NEIGHBORHOOD LIVABILITY 3.b actions to be developed after UGB adoption

— NEIGHBORHOOD LIVABILITY 7 — IMPLEMENTATION 2.e

— NATURAL RESOURCES 4 — IMPLEMENTATION 2.e

Comprehensive PlanChapters and policies relating to the protection of significant natural resources and to the maintenance or improvement of environmental quality. Chapter 7 – Community Resiliency 7.1 Local community resiliency planning. Develop and adopt Eugene-specific goals and policies into this Envision Eugene Comprehensive Plan related to community resiliency. Chapter 8 – Public Facilities and Services 8.1 Regional wastewater planning. Continue to plan on a regional level for wastewater facilities provided by the Metropolitan Wastewater Management Commission. 8.2 Local public facilities planning. Develop Eugene-specific planning for the provision of water, stormwater facilities and city-specific wastewater facilities. 8.3 School facility planning. The Eugene School District 4J Facilities Long-Range Plan and the Bethel School District Long Range Facilities Plan adopted by the school districts in consultation with the City of Eugene serve as an element of this comprehensive plan, meaning that those school district plans form the basis for school facility planning in the Eugene urban growth boundary. Chapter 9 – Transportation 9.1 Local transportation planning. The Eugene 2035 Transportation System Plan, not including the transportation financing program, serves as the transportation element of the Envision Eugene Comprehensive Plan and amendments to that plan shall constitute amendments to this plan. Chapter 10 – Administration and Implementation 10.1 Comprehensive Plan amendments. Periodically review factual information regarding Eugene’s growth and, if necessary, make corresponding amendments to the Envision Eugene Comprehensive Plan. Amendments may include updates or additions to policies and supporting text, changes to the urban growth boundary, or changes to the land use designation map. 10.2 Comprehensive Plan review process. Process the review and recommendations for proposed amendments to the Envision Eugene Comprehensive Plan and its implementation measures through the City of Eugene Planning Commission and City

Action PlanPillar name, strategy (number), and action (letter)

— CLIMATE & ENERGY 5 — IMPLEMENTATION 2.e

— IMPLEMENTATION 2.e

— IMPLEMENTATION 2.e — NEIGHBORHOOD LIVABILITY 6.a-b

— CLIMATE & ENERGY 2.a — See transportation system plan for actions

— IMPLEMENTATION 2

— complete per existing land use code

Comprehensive PlanChapters and policies Council (and through Lane County when necessary) in accordance with the procedures set out in Chapter 9 of the Eugene Code. 10.3 Local planning coordination. Collaborate with local planning partners, both among City staff and beyond, to enhance alignment between the Envision Eugene Comprehensive Plan and other planning efforts in the area. 10.4 Implementation tools. Utilize a broad spectrum of tools to implement the policies of the Envision Eugene Comprehensive Plan, examples of which include:  Area planning (such as planning for transportation corridors, neighborhoods)  Changes to land use regulations (to address such conditions as transitions between land uses)  Regulatory streamlining (such as removing barriers to encourage smaller housing types and affordable housing)  Design-based tools (such as the design principles and guidelines in the aspirational, non-regulatory Community Design Handbook, or a design review process)  Land use designations or zoning changes  Collaborative and facilitative partnerships  Financial assistance (such as tax incentives, loan programs and fee adjustments)  Improvements to infrastructure (such as public spaces, amenities, utilities, services and multi-modal transportation) 10.5 Community partnerships. Continue to plan collaboratively with partner agencies to develop implementation and planning efforts that reflect the community vision and make efficient use of regional resources.

10.6 Code Improvement Program. Create and maintain a program for the evaluation and regular adjustment of regulations in Eugene’s Land Use Code through collaborative, ongoing code improvement. 10.7 Livability indicators. The City’s monitoring efforts shall provide a means for evaluating whether development is achieving Envision Eugene’s more qualitative goals and objectives, such as to create livable neighborhoods and thriving mixed use Key

Action PlanPillar name, strategy (number), and action (letter)

— IMPLEMENTATION 5

— ECONOMIC OPPORTUNITIES 1.b-d, 2.a-b, 3.a-c, 5.a-b — HOUSING 2, 3.a-d, 4.a-d — CLIMATE & ENERGY 1.a, 4.a — COMPACT DEVELOPMENT 2, 3, 4, 5 — NEIGHBORHOOD LIVABILITY 1, 2, 3, 4, 5 — NATURAL RESOURCES 1, 3 — IMPLEMENTATION 4.a-f

— — — — — — —

ECONOMIC OPPORTUNITIES 4.a CLIMATE & ENERGY 1.a NEIGHBORHOOD LIVABILITY 6.b NATURAL RESOURCES 3.a IMPLEMENTATION 5 NEIGHBORHOOD LIVABILITY 2.b IMPLEMENTATION 3

— IMPLEMENTATION 1.e, 2.a-d — actions to be developed after UGB adoption

Comprehensive PlanChapters and policies Corridors and Core Commercial Areas. A diverse set of interested parties, such as City boards and commissions, the (growth monitoring) technical advisory committee, and community and neighborhood groups will be involved in developing the analysis and reviewing the results. 10.8 Growth Monitoring Program. The City’s Growth Monitoring Program shall include such components as: data collection, analysis and reporting, consideration of actions to address the data, and evaluation of Growth Monitoring Program. Examples of relevant data and trends to be collected / monitored include, but are not limited to:  Official population forecasts  Housing trends such as the mix of housing types, housing density and housing affordability  Economic development trends such as employment growth rate  Rate of development of the city’s employment and residential land  The number of homes or jobs developed through the city’s growth management or “efficiency” strategies 10.9 Growth Monitoring Program reporting. The City Manager shall report to the City Council on relevant Growth Monitoring Program data as follows:  Provide an annual report on key data  Provide a comprehensive report three years after the Eugene-specific urban growth boundary has been acknowledged by the State and, thereafter, every five years  Provide additional reports on an as-needed basis 10.10 Growth Monitoring Program analysis. The City’s review and analysis of Growth Monitoring Program data shall include input from an advisory committee appointed by the City Manager, as well as other interested parties, boards and commissions, such as the Planning and Sustainability Commissions. The advisory committee shall be comprised of community members with diverse interests and areas of technical expertise concerning growth management. 10.11 Growth Monitoring Program evaluation. The Growth Monitoring Program shall include a schedule for its periodic evaluation so that it is adaptable to changing needs and trends and to enhance its efficiency, accuracy and achievement of program key objectives. Key objectives are:

Action PlanPillar name, strategy (number), and action (letter)

— IMPLEMENTATION 1.a-c, 2.a-d

— IMPLEMENTATION 1.d, 2.a-d

— IMPLEMENTATION 2.a-d

— IMPLEMENTATION 2.a — actions to be developed after UGB adoption

Comprehensive PlanChapters and policies  To have growth-related data that is complete and relevant to future needs  To efficiently collect the growth-related data  To provide growth-related information to the community  To regularly assess current status of the City’s land supply  To regularly assess the effectiveness of land use efficiency strategies  To identify growth planning trends  To regularly assess and adjust the program in response to changing needs Chapter 11 – Eugene Urban Growth Boundary and Land Use Designations 11.1 Land Use Designation Map. Develop and adopt, as part of this Envision Eugene Comprehensive Plan, a land use designation map that clearly shows the land use designation(s) of each parcel within Eugene’s urban growth boundary.

Action PlanPillar name, strategy (number), and action (letter)

— IMPLEMENTATION 2.e, 2.f

A. Growth Monitoring Program – Quantitative Purpose The Envision Eugene Pillar 7: Adaptable, Flexible and Collaborative Implementation, is the impetus for the Growth Monitoring Program. Pillar 7 acknowledges that while Eugene’s new comprehensive growth plan is based on well-founded assumptions about what will happen in the future, not all of the assumptions will be correct and the plan needs to be flexible enough to address changing conditions and needs in the community. The purpose of the Monitoring Program is to provide the information needed by the community and decision makers to periodically assess the validity of growth planning assumptions and inform the effectiveness of strategies adopted as part of the new comprehensive plan and urban growth boundary (UGB), as well as relevant strategies in the Eugene Transportation System Plan, and the Climate and Energy Action Plan. Formal institutionalization of the program recognizes that these efforts are important enough to be completed on a regular basis. With this information, decision makers can determine whether the growth plan and/or related implementation activities need to be adjusted. The Monitoring Program both demonstrates and formalizes the City’s commitment to a growth plan that is flexible enough to address changing conditions and needs in the community. Key goals of the Growth Monitoring Program include:       

To have data that is complete and relevant to future needs To collect data efficiently To provide accessible, transparent information to the community To regularly assess current status of the land supply To regularly assess the effectiveness of land use efficiency strategies To identify growth planning trends, including housing affordability, and To be a program that is continually evaluated and adjusted to respond to changing needs

Outcomes Providing a comprehensive monitoring program has numerous beneficial outcomes. These include but are not limited to:     

Increased reliability and on-going tracking of the buildable lands supply status Reduced city costs of future growth planning efforts Increased public trust in the growth planning process The community is in a better position to respond to changing conditions Better collaboration with regional partners, creating a more complete picture about regional trends

Monitoring Program Summary The Growth Monitoring Program includes several important steps as outlined below. Details about each step are provided on the following pages and appendices. Participants A wide range of participants is needed throughout the monitoring process to ensure the programâ&#x20AC;&#x2122;s success. Participants include government staff, review bodies (technical advisory committee, City Manager, Planning Commission), decision makers (City Council), and importantly, the general public. Monitoring Process Steps The Growth Monitoring Program is intended to provide a recurring feedback loop that compares previous assumptions to actual occurrences to determine if any additional action is needed and then continues the monitoring cycle.

Identify data

Evaluate program for adjustments

Collect data

Take action if needed

Report results

Compare assumptions to actual results

Several steps are required to make this a successful monitoring plan with applicable results: Preliminary Steps These early steps provide the foundation for the Monitoring Program. The results of these steps are not anticipated to change much over time, although some refinement to the data collection process is anticipated to occur as the monitoring results and program are evaluated and adjustments are implemented.

Step 1 Identify Data to Collect: Several types and sets of data are identified for monitoring. Monitoring data are selected based on criteria such as their relevance and relative weight to key trends and land supply questions. Additional criteria includes availability, reliability, and if the data is related to multiple monitoring areas. Some “key data” are identified that have a larger impact or are more relevant to the buildable lands supply or Envision Eugene strategies/actions than other data being collected. Step 2 Collect the Data:

The methodology for collecting each type and set of data is identified, including how to collect it, the source for collection, when to collect it, who collects it, how it is used and how it is stored.

Primary Steps These steps make up the bulk of the Monitoring Program and are repeated regularly over time. Step 3 Report Results:

The monitoring results are provided at varying reporting periods and methods according to the data and level necessary. Annually, a report is generated on the key data. Within three years, and every five years after, a comprehensive report is generated on the key data, as well as other data necessary to explain the trends and answer key questions. Reports are also provided on an as needed basis. Some reports may include trends in the data over time and comparisons of the results to the original planning assumptions.

Step 4 Analyze Results:

The results of the reports are reviewed by a technical advisory committee (TAC) and verified for public release. Some monitoring results may warrant a more “in-depth” level of review, meaning analysis of other data or studies that help explain the monitoring results is necessary before the report can be issued. The TAC will make a recommendation based on this analysis.

Step 5 Take Action:

Some monitoring results or the findings of an in-depth review, may reveal a trend that warrants exploring whether the city should take some sort of action to respond to changing trends and needs. Possible actions range from wait and see how the trend plays out, to starting a new complete UGB planning review.

Step 6 Program Evaluation:

The Monitoring Program is periodically evaluated to ensure efficiency and accuracy and that the program goals are being achieved. The program may be lightly adjusted periodically with a more comprehensive review occurring every 3 years.

Monitoring Program Steps Participants In order to have a successful monitoring program, many people need to be involved during several points in the process. Broad participation is important to meet goals regarding transparency and access of the monitoring results and process. It can also help ensure the program is answering the important questions by bringing in experienced and professional topic experts that can help inform the review process and evaluate the results. Participants include: 



LOCAL STAFF: City of Eugene Planning Division staff are the primary coordinators of the Monitoring Program, including gathering the data from various sources, reporting the monitoring results, providing technical expertise, staffing and participating on the TAC, and coordinating the monitoring review process. Other Eugene staff collecting relevant data includes staff working in building permits, transportation, and sustainability. Staffs from other jurisdictions also collect relevant data, such as Lane Council of Governments (LCOG), Lane County (Assessor and public health), utility providers and schools. REVIEW BODIES: The review and analysis of monitoring are coordinated with a technical advisory committee (TAC), comprised of community members with diverse interests and areas of technical expertise and city staff. The primary role of the TAC is to assist staff in reviewing monitoring reports, exploring related technical questions to further a factual understanding of conditions, and to recommend to staff possible actions, or a range of actions, that may be needed to address changing trends. This work, as well as maintaining institutional memory regarding the monitoring efforts, necessitates regular meetings of the TAC. The TAC operating framework is provided in Appendix A. The Planning Commission and the Sustainability Commission are key review bodies in this process. Some instances may also warrant review by the City Manager or other boards or commissions, such as if significant changing trends are apparent or additional action is recommended. DECISION MAKERS: It is anticipated that there will be some limited instances when the monitoring results and recommended actions will warrant review by City Council, such as if significant changes in policy direction or to the program are recommended. THE PUBLIC: Stakeholders and other interested parties in the community at large are invited to participate in several steps of the monitoring process. All final reports and analysis results shall be made available to the public through the Permit and Information Center and the City’s web site. Meetings of the TAC, Planning Commission, and City Council are open to the public to hear and comment on discussion as well as any recommended actions. Public comment shall be gathered to inform periodic evaluation of the Monitoring Program.

Step 1

Identify Data to Collect

In general, the objective is to collect the data that will answer the right questions, such as whether an Envision Eugene strategy has been successful or if the actual outcomes match the planning assumptions relied upon as part of Envision Eugene. Identification of the pertinent questions for monitoring to answer, along with the previous experience on Envision Eugene, results in a list of quantitative and

qualitative data to collect (see Appendix B Key Questions and Key Data, and Appendix C, Data Reporting Types by Pillar). There is also a desire to understand the reason a project or strategy doesn’t happen or isn’t working. Tracking this could be difficult and more work is needed to understand how this might be accomplished. Quantitative Data Much of the data to collect is quantitative, meaning it is data that can be gathered in a numerical form which can be put into categories, or in rank order, or measured in units of measurement.. The quantitative data to collect falls into several broad categories:        

General Trends (e.g. population growth, acres in vacant land supply) Residential Development Trends (permit data; e.g. new housing units built) General Residential Trends (e.g. household size/persons per household, housing affordability) Employment Development Trends (permit data; e.g. new employment building capacity built) General Employment Trends (e.g. number of jobs created by employment sector type) Other Data (e.g. 20-minute neighborhood assessment) Regional Trends (e.g. regional residential construction data) Efficiency Strategies & Investments (number of new controlled income and rent units)

Appendix D Quantitative Data List includes the entire list of quantitative data sets to collect. Data identified with “*” are identified as key data to collect and report on more frequently because they have a larger impact or are more relevant to the buildable lands supply or Envision Eugene strategies/actions than other data being collected. The other data being collected is secondarily or conditionally relevant to help inform key data trends. The trends of secondary or conditional data are reported less frequently and in many cases only as needed. Qualitative Data Some of the Envision Eugene strategies and actions that need to be monitored and measured are more subjective in nature so the data being collected is more qualitative and typically descriptive data that is harder to analyze than quantitative data. For instance, the amount and type of development seen can be quantified, but it is important to also measure whether the development is achieving our qualitative goals and objectives, such as to create livable neighborhoods and enjoyable mixed use transit corridors and commercial areas. While measuring quality objectives may be subjective, the measurements do not necessarily need to be vague. Identifying the important qualitative elements in development helps to identify what elements of development need to be measured and how to measure it. Thomas Gilbert identified three quality requirements by which qualitative issues could be measured. The following summarizes those quality aspects and how they may be applied to developments or accomplishments to measure if they are meeting Envision Eugene’s qualitative strategies and actions. Additional work is required to determine exactly how quality aspects may be applied to development or accomplishments for measuring qualitative issues: 

Accuracy. What is the degree to which an accomplishment matches a model without errors? (e.g. How well does the development or accomplishment match the ideal?)

ď&#x201A;ˇ

Class. Is the accomplishment superior to most in some way beyond accuracy? (e.g. Is the development or accomplishment superior to other developments/accomplishments in some way?) Novelty. Does the accomplishment demonstrate originality? Does it embody features or aspects that distinguish it favorably in particular dimensions? (e.g. Does the development/accomplishment demonstrate originality or does it embody features or aspects that distinguish it favorably?)

Given the subjective nature of the qualitative assessment analysis, it is recognized that there is a likelihood that much of this work will need to be reviewed by a board, commissions or advisory group other than the TAC. See Appendix E for the qualitative assessment framework (Has not been started; for now refer to Data Reporting Types by Pillar for which strategies/actions require qualitative assessment). Other Items to Monitor Other information or issues related to development trends and growth planning may arise that are not specifically mentioned above. Examples include new studies on demographic or development trends such as from the University of Oregon or the Urban Land Institute, or changes in federal, state or local policies, laws and regulations related to development. Monitoring this information takes place in the course of normal practice and operation of the Planning Division in conjunction with governmental, institutional and community partners, as needed and as resources permit; the methods and scope are not specifically prescribed by the Monitoring Program.

Step 2

Collect the Data

Each type and set of data identified for collection requires a specific collection methodology (see Appendix F, data collection methods). The methodology includes at a high level which Envision Eugene pillar the data helps monitor down to the details of who collects the data and when. Collection methodology for each data point: Envision Eugene Pillar- The overarching Envision Eugene pillar of the strategy or action that the data is monitoring Data- the specific data type or set that is being collected and monitored Key question- the key question that the data is helping to answer Description/definitions- the description and any applicable definitions of the data being collected

Example entries Housing Affordability

structure type How many new single-family homes were built? How many new multi-family homes were built? What is the housing mix of new development? The mix of new housing units permitted is derived from the number of new housing units permitted and the type of structure each unit is in. Housing structure types are grouped into four main categories which can be further subdivided and result in a "housing mix" (generally expressed as

Collection methodology for each data point:

Definition source- the origin of the data definition Basic methodology- a general description of the overall collection method Collection Source- the institution or process that originally collects the data When is it collected- the time of year or point in the process when the data is originally collected Who collects it- the city staff responsible for either entering the original data into the original collection source, or for obtaining the data from a non-City source (e.g. PSU, U.S. Census) How is it collected- the type of system, program, or report the data is originally collected into When is it available- the frequency that the data is available from the original system/program/report (reporting frequency/timing may differ from data availability) How it will be reported/integrated- the report or system that the data results are integrated from for the monitoring report

Step 3

Example entries the percentage of single-family vs multi-family housing). These housing types are mutually exclusive: a)â&#x20AC;?Single-family detachedâ&#x20AC;? meansâ&#x20AC;Ś b)etc. Oregon Administrative Rule 660-008-0005 and the city Collect the type of new buildings being constructed, including additions and standalone buildings. Building permit process Building permit issuance Building plans examiner or Land use analyst

Building permit database entry field As needed

Building permit database report

Report Results

Regular reporting is necessary to identify trends, know the status of the buildable lands supply, and promote transparency and accessibility of information. Monitoring reports shall be developed at regular intervals and on an as needed basis. The reports include varying levels of detail depending on the level of analysis warranted, and are presented in a clear and concise manner. Each report includes annual trends in the data and as needed, cumulative trends since the beginning of the planning period (2012). It is also important to put the results into context by projecting the actual monitoring results over the 20-year planning period (2012-2032) and comparing the actual results to the original Envision Eugene planning assumptions.

Some data may be available in a relatively â&#x20AC;&#x153;liveâ&#x20AC;? format on the cityâ&#x20AC;&#x2122;s website. Examples may include the number of building permits issued by use category and an approximation of available buildable land supply. However, the most comprehensive and verified information shall be available in one of the following report types: a. Annual Report: An annual report includes information on development activity and the available buildable land supply. The trends of key data related to development activity and land supply is the focus of these reports. An accompanying narrative is kept to a minimum but generally includes a brief overview of the monitoring review period and focus of the report, explanation of the supporting graphs/tables, and highlighting any key trends in the context of the Envision Eugene planning goals. b. 3 Year & 5 year Report: A comprehensive report is provided within the first 3 years, and every 5 years after, and includes information on development activity, the available buildable land supply, and economic and demographic data. The trends of key data as well as other relevant data identified in Appendix B and an evaluation of the effectiveness of the Envision Eugene strategies is the focus of the report. A more lengthy narrative is warranted, including all of the components of the annual report and as well as detail regarding longer-term trends (e.g. trends since 2012), a broader range of data sets, the relationship of necessary secondary and conditional data to key data, an evaluation of the effectiveness of Envision Eugene strategies, and brief summaries of economic and demographic trends where necessary. c. As Needed: Additional reports may also be provided on an as needed basis, for example due to city, state or federal changes (to assess any impact of regulation or programmatic changes on the buildable lands supply), an external event, new studies, or to monitor trends that require a longer timeframe than five years to evaluate. As needed reports focus on trends in data relevant to the circumstances initiating the report. Information may be presented at either an annual or 3 year report level of detail and narrative. See reporting framework below.

Reporting Framework Annual Report Report Timelines Initiate First Report First Report Timeframe Baseline Year Report Components Key Data

3-yr & 5-yr Report

As Needed Report

Following adoption Early 2018 As needed early 2015 1/1/13-12/31/14* 1/1/13-12/31/17 As needed 2012 BLI + efficiency strategies (UGB adoption date) X

X (if applicable)

(e.g. housing mix)

Secondary Data (e.g. housing affordability)

Conditional Data (e.g. regional construction data)

Qualitative Analysis Data Reporting Intervals

Data Context

To be determined To be determined To be determined Annual; the actual totals for the reporting year Cumulative; the sum actual totals per year since the baseline year (2012) The actual annual and cumulative results is put into context, where necessary, through: -Linear projection of the actual totals over the 20-year planning period -Comparison of the actual totals to linear projections of the original Envision Eugene assumptions over the 20-year planning period -Comparison of the actual totals to linear projections of the original Envision Eugene assumptions as adjusted by actual population growth as a percentage of the total estimated population growth over 20-year planning period

*The first annual report will be prepared following adoption and cover any full calendar year(s) between the 2012 BLI (12/31/12) and the date of adoption. After that, annual reports will be prepared every year.

Step 4

Analyze Results

The monitoring results are reviewed to determine if they are ready for public distribution or if an indepth level of review is needed. Analysis of the results is coordinated primarily with a technical advisory committee (TAC), with the Planning Commission and Sustainability Commission reviewing the analysis. The monitoring results are reviewed as follows: Initial Review The initial monitoring reports, including staffâ&#x20AC;&#x2122;s assessment of what the results mean, are reviewed by the TAC. The TAC reviews for errors as well as provides technical expertise such as regarding if data is performing outside of the normal projections, if there are gaps in the data and whether an in-depth level of review is needed. This may entail looking at past trends, annual and cumulative results, reasonable ranges for the data, related secondary or conditional data, and 20 year trend projections. It is anticipated that the results of most annual monitoring reports (and some as needed reports) will be a

simple review, where after reviewing the trend using one or more of the previously identified tools, the trends are determined to be relatively in-line with the previous planning assumptions and no additional review is necessary. If an in-depth review is not necessary, the annual monitoring or as needed report can be publically released. In-depth Review Triggers In some cases, a more in-depth level of review of the monitoring results may be necessary to understand both the causes and implications of the information reported. Circumstances that may necessitate an in-depth review for each report type include: 

  

Annual Report- The annual report includes a significant variation of some data from the initial planning assumptions. “Significant variation” may include one or more of the following: a. A new population forecast for Eugene’s UGB is issued by Portland State University b. The key data when projected out shows a significant divergence from the assumed trend by the end of the 20-year planning period (see Appendix H, Range Variations for Quantitative Data) c. Multiple data sets appear to be in a divergent trend d. At least 50% of the forecasted population is met (placeholder until HB 2254 rules are complete) e. At least 50% of the buildable land is developed (placeholder until HB 2254 rules are complete) 3 & 5 year Report- The first 3 year and all 5 year reports warrant an in-depth review. As Needed Report- As needed reports may require an in-depth review depending on the circumstances that initiated the reporting. In-depth review of any report may be initiated for other reasons as directed by City Council.

In-depth Review Process An in-depth review is defined by additional rigor in determining the cause, magnitude, and implications of data trends, as well as the potential for recommended actions. In-depth review is conducted as a partnership between staff and the TAC, and may include one or more of the following activities:  

   

One or more TAC meetings Analysis of exploratory questions regarding any divergent trends. Questions could include, for example: Is the data set too small to make any assumptions about? Is one project skewing the results? Are changes driven by a major economic, natural, cultural event? If yes, was it a onetime event? Does the divergence look like a fluctuation or is it an actual changing trend? Exploring hypothetical scenarios of what would be necessary to get the data projections back in line with the original projections Use of a land use simulation software that is relevant to the monitoring analysis, such as UrbanSim (http://www.urbansim.org), to help visualize the impacts of the data results Discussion of options to adapt to changing trends and needs TAC recommendation to staff regarding potential actions (Step 3), including pros and cons for implementing or not implementing the recommended action

Recommendations 

TAC Review & Recommendation. Based on the in-depth review, the TAC may make a recommendation to staff regarding whether additional action, or a range of actions, should be taken. Considerations may include: o Is there an action the City can take in the context of addressing development capacity, or is it out of the City’s control? o Is action necessary in the context of the planning period, or is there enough time left in the planning period for the divergent trends to align with the projections? o The TAC could recommend that action is not necessary at this time. In this case, the report can be released to the public with no further review necessary. o The TAC could recommend that action is necessary, and if so, provide an action recommendation to staff.

Step 5

Take Action

Following an in-depth analysis, a determination must be made regarding whether or not the monitoring results warrant action by the city to address changing trends and needs. The process for making this determination allows for rational analysis, transparency, and participation while protecting the community’s investment in planning efforts and ensuring a needed measure of adaptability. Action Decision The TAC and staff recommendations for moving forward may warrant additional review and/or a decision from others including the general public, the City Manager, the Planning Commission, the Sustainability Commission or the City Council. The Planning Commission and Sustainability Commission are important reviewers in this analysis. For instance, a recommendation to start a new UGB planning review process (action option d) is a new project that ultimately must be directed to staff by the City Council. Action Options Because predicting future growth needs is challenging, a wide spectrum of potential actions must be considered to meet the community’s needs and changing circumstances. Recommended actions may include the following: a. Do nothing; wait and see how the trends play out for one or more years b. Direct staff to explore contingency measures, i.e. possible future actions that may be considered later if trend divergence continues. These could include a) focusing on programmatic efforts to slow consumption of land supply within the existing Envision Eugene policy framework, such as through greater investment in current programs, b) undertaking urban reserve planning to identify where future UGB expansion might occur, or c) reconsideration of previous City Council actions or policies that may be relevant to the current situation c. Direct staff to implement new or previously identified solutions (e.g. previously identified contingency measures under b)

d. Direct staff to accelerate a new UGB planning review process (current date of next comprehensive review is 2032, or planning year 20). This option may require consideration of a new policy framework from Envision Eugene, new efficiency measures, and new UGB expansion areas.

Step 6

Program Evaluation

The Monitoring Program shall be periodically evaluated to ensure efficiency, accuracy and that the program goals are being achieved. The collection and reporting tasks identified in the Monitoring Program have been developed without full knowledge of how the information will be used in the future. This calls for a system that is both comprehensive and flexible. To ensure the adaptability and success of the program over time, a comprehensive evaluation shall be conducted approximately every three years. Review of program adjustments may be conducted as follows: ď&#x201A;ˇ ď&#x201A;ˇ

Adjustments regarding data collection will be reviewed by the TAC at least annually Major adjustments to the program, such as reporting frequency or in-depth review triggers and process, will be reviewed by the TAC and other bodies as necessary

Appendices A. B. C. D. E. F. G. H.

Envision Eugene Technical Advisory Committee Bylaws (draft) Key Questions & Key Data (draft) Data Reporting Types By Pillar (draft) Quantitative Data List (draft) Qualitative Assessment Framework (Placeholder) Quantitative Data collection methods (draft) Data Definitions & Relevance (To be developed) Range Variations for Quantitative data (Placeholder)

Livability Indicators Program [Placeholder]

Work In Progress

Monitoring Program Appendices ACTION PLAN

Appendix A

Envision Eugene Technical Advisory Committee Bylaws For any collaborative process to proceed smoothly it is helpful for those involved to agree at the outset on the purpose of the partnership and on the procedures and principles by which the group understands it will conduct its interactions and decision making. This document will serve as a basis for discussion.

Name The name of this committee shall be the [Envision Eugene Technical Advisory Committee (EETAC)]

Purpose Envision Eugene Pillar seven, Adaptable, Flexible and Collaborative Implementation, is the impetus for the Growth Monitoring Program. Pillar seven requires the creation of an on‐going monitoring system to collect and track key information about how Eugene grows, and to use this information to evaluate the effectiveness of the Envision Eugene strategies. The purpose of the Growth Monitoring Program is to provide the information needed by the community and decision makers to periodically assess the validity of growth planning assumptions and inform the effectiveness of strategies adopted as part of the comprehensive plan and urban growth boundary and determine if any additional action is needed. To achieve this purpose, a successful Growth Monitoring Program requires that review and analysis of monitoring be coordinated with a technical advisory committee that is comprised of community members with diverse interests and areas of technical expertise and city staff. The work of the EETAC will serve to inform policy decisions by City Council, provide feedback to staff on policy‐related guidance to Council, and maintain institutional memory regarding the monitoring efforts.

Roles & Responsibilities EETAC members must gradually master, at a high level, the City’s land use planning framework, and be capable of participating in the monitoring process. The EETAC member duties include:  To learn about and understand the factors for monitoring Eugene’s growth. o Be able to understand the entire land sufficiency model and other applicable models related to all seven of the Envision Eugene pillars. o To review monitoring reports and associated data to monitor growth trends and assess growth strategies. o To explore related technical questions to further a factual understanding of conditions and compare assumptions to actual outcomes.  Provide guidance to staff and Council: o To advise staff on possible actions, or a range of actions, that may be needed to address changing trends. o To periodically evaluate the monitoring program for adjustments.  To serve as liaisons, connecting the general public, key community members, community groups and organizations, to the monitoring work and encouraging participation in its process. EETAC Staff liaison duties include:  Coordinating EETAC meetings, including scheduling, drafting meeting agendas, and communicating with the committee chair or vice‐chair.  Draft meeting summary notes.  Serve as a liaison between the EETAC, community organizations, and City departments.  Provide technical expertise (e.g., formal staff reports) and advice to the EETAC.

Draft TAC Bylaws‐ October 20, 2015

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Monitoring Program Appendices ACTION PLAN

 

Maintain a monitoring website summarizing monitoring results. Maintain on ongoing list of off‐agenda topics to be addressed as time permits.

Ethics & Accountability A. EETAC members are agents of the City organization and are subject to City policies related to maintaining a respectful work environment and shall participate in discussions in a respectful manner. B. EETAC members must clearly state any and all conflicts of interest. The appearance of conflicts of interest does not disqualify a member from membership or from participation in discussions, but it may, in some circumstances require that s/he recuse him/herself from a particular vote. C. EETAC members must be committed to learning complex materials. D. Communications outside meetings:  EETAC members are encouraged to share the committee’s progress with their respective constituencies at meetings, by e‐mail or through newsletters.  EETAC members are responsible for providing EETAC liaison staff with information they believe other committee members should have.  EETAC members will strive to communicate outside meetings in ways that support the group process. This includes contacts with each other, with officials, with other community members, and with the media.  EETAC liaison staff will be responsible for distributing information to other members so everyone has the same information. Relevant discussions of project issues should occur at the EETAC meetings to allow all members to be informed and participate.  If contacted by the media, EETAC members will forward media requests to EETAC liaison staff. If members do speak to the media they do so only on their own behalf and not on behalf of the group about this work, unless otherwise agreed to.  EETAC materials, such as meeting materials and monitoring reports, will be available on the website serving the needs of the EETAC and the public.

Membership Composition & Appointment A. The EETAC shall consist of at least 12 and not more than 15 interested citizens. This range allows for flexibility such as for training, departures, or when a member’s role changes but they want to continue on EETAC. B. Members shall represent themselves, areas of interest, and/or organizations in Eugene, and should represent a diverse range of interests, expertise and qualities, such as the following:  Comfortable analyzing quantitative information  Able to delve into minute details  Able to think about long‐term, community‐wide growth implications  Able to commit adequate time to understanding and evaluating complex issues  Able to work cooperatively in a group setting  Interest in relevant areas such as community planning, land use, development, housing, economic development, sustainability, bicycle/pedestrian and transportation/transit. C. At least one member is required from the following:  City Councilor (preferably 2)  Sustainability Commissioner  Planning Commissioner

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Monitoring Program Appendices ACTION PLAN

D. The City of Eugene City Manager shall appoint the members of the EETAC, making an effort to seek out and include members with diverse gender and ethnicity backgrounds, areas of interest as mentioned above, geographies, and demographics such as paid and unpaid, young and retired.

Recruitment & Tenure A. Vacancies shall be publicly advertised. Applicants shall submit an application form provided by the City of Eugene. Selection shall be based on ensuring a broad cross‐section of interest as discussed in the Membership Composition & Appointment section. B. The term of the first group of office of members shall begin at the earliest available date from appointment. It is important for the membership of the first group to remain consistent to the greatest degree possible for review of the first monitoring report. Thereafter, the term of office of members shall begin on the date of appointment and expire in [four years] on June 30. For purposes of determining the term expiration date, members whose terms begin after July 1 shall serve a term that lasts [four] years plus the balance of the year in which they are appointed. Members shall serve no more than [four] consecutive terms, unless so requested by the City of Eugene. C. Prior to participating in their first meeting as new EETAC member, new members are encouraged to attend at least three EETAC meetings as preparation for being an active member.

Operating Procedures Officers A. The officers shall consist of a Chair and a Vice‐Chair or, alternatively, the EETAC may choose to elect two Co‐Chairs, who shall rotate the duties of Chair. B. The Chair shall: preside at all meetings; represent the EETAC before all other bodies and committees as directed. C. The Vice‐Chair shall perform all duties of the Chair in his/her absence. In the event of the absence of both the Chair and Vice‐Chair, the Committee shall select a member to perform the duties of the Chair. D. The Chair and Vice‐Chair are voting members and will work with City staff to set the agenda for all meetings. Election of officers A. The officers of the EETAC shall be elected annually after July 1, or as needed to fill vacancies. The term of office shall begin upon election . Officers shall serve no more than two consecutive terms, unless so requested by City staff. B. Nominations will be taken from the floor. An election shall be held at the last meeting during the year, as provided in paragraph A. above. C. In the event of a vacancy in the Office of Chair, Vice‐Chair, or both, a special election shall be held at the next regularly scheduled meeting. Officers elected in a special election shall serve until the first scheduled meeting of July 1. Officers so elected may serve up to two additional consecutive terms, per paragraph A. above. Subcommittees A. Subcommittees shall be formed as necessary to carry out the work of the EETAC.

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Monitoring Program Appendices ACTION PLAN

B. Subcommittees are advisory to the EETAC. C. If approved by the EETAC, a subcommittee may be formed to perform the majority of the analysis and report back to the full EETAC.

Meetings and Voting A. Scheduled meetings of the EETAC shall be held at least six times per year or more on an as needed basis. B. Notice and agenda of meetings shall be sent to all members at least one calendar week prior to all meetings. Notice, agenda, minutes, and other materials may be delivered electronically. C. Special meetings shall be held at the call of the Chair of the EETAC or the City liaison to the EETAC. The person calling the meeting shall fix the time and place. Special meetings must be noticed publicly not less than 24 hours in advance, consistent with Oregon Public Meetings Law. Every effort shall be made to reach all EETAC members. D. All meetings shall be open to the public, and interested persons or groups are invited to address the EETAC following standard procedures for public comment. E. The meeting facilitator (Chair or vice‐chair) will: a. Ensure that everyone has an opportunity to participate. b. Keep meetings moving and focused on the agenda. c. Start and end meetings on time unless the group agrees to extend the meeting time. F. Official action may be taken by the EETAC when a quorum is present. A quorum shall consist of a simple majority of the voting members. G. Meetings should be conducted according to most current edition of Robert’s Rules of Order except for decision‐making processes which shall follow the Consensus Based process identified in the Decision‐making Process section of these by‐laws. H. The proceedings of all meetings shall be summarized by city staff and made available to all EETAC members at least one month in advance of the next meeting. I. In the event of a lack of a quorum, the Chair may form a subcommittee to take action on a recommendation to the full EETAC, for consideration at the next meeting with a quorum. J. At least annually, the Chair, vice‐chair, or full EETAC will participate in a meeting(s) with the City Council on relevant issues. Decision‐making Process A. When significant deliberative decisions are made, the EETAC shall follow a modified consensus based decision‐making model. a. The issue or proposal shall be presented and an opportunity given for clarifying questions and discussion. A committee member will then make a motion, clearly declaring the contents of the motion to the committee. Another member of the committee must second the motion. b. Next, a “call for consensus” shall be made, with each voting member holding up a “thumbs up” to support the motion as stated, a “thumb sideways” to express reservation and/or concern about the motion as stated, or a “thumbs down” to block the motion as stated. i. If all members display a “thumbs up,” the proposal passes. ii. If three or more members display a “thumb sideways,” the proposal does not pass on the first and second calls for consensus. The “thumb sideways” indicates any type of significant discomfort with the motion as stated. In this case, after

Draft TAC Bylaws‐ October 20, 2015

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Monitoring Program Appendices ACTION PLAN

the call for consensus, any members who displayed a “thumb sideways” are given an opportunity to voice their concerns and/or make amendments. iii. If one or more members display a “thumbs down,” the proposal does not pass on the first and second calls for consensus. The “thumbs down” represents strong opposition to the proposal based on the best interest of the group and its acknowledged role. In such cases, the person blocking should be prepared to articulate their concerns and to work toward resolving the issues and to offer an alternative proposal or amendment. iv. In cases where a proposal fails on the first call for consensus, there may be discussion and a second call for consensus. If the proposal fails a second time, it is permissible to ask for a vote where the proposal passes if supported by at least a 2/3 majority, as rounded up to the nearest whole number. A voting quorum consists of half of active committee members plus one. The decision to do this shall be made by the chair of the meeting reflecting the overall feeling among the members. v. Closing options will depend on the motion made, and may include approving the proposal, sending it to a subcommittee for further revision, tabling the proposal, or deciding to abandon the proposal. B. For decisions that are other than “significant deliberative decisions”, the EETAC will use a thumbs‐up/thumbs down “straw poll” vote based on a simple majority.

Termination A. A [four‐year] term shall be continuous except under the following conditions: a. A member’s unexcused absence from two consecutive meetings or three meetings in a year shall be considered as a de facto resignation. The EETAC may vote on dismissal of the member after three consecutive unexcused absences. Before a member is dropped for reasons of absence, he/she shall be notified in writing. A dismissed member may apply to be reappointed by the City Manager. b. The member submits his/her resignation. c. A member’s disruptive or non‐collaborative behavior during two consecutive meetings or three meetings in a year meetings. The EETAC may vote on dismissal of the member after disruptive or non‐collaborative behavior during two consecutive meetings or three meetings in a year meetings. Before a member is dropped for reasons of disruptive or non‐collaborative behavior, he/she shall be notified in writing. A dismissed member may apply to be reappointed by the City Manager. Amendments A. Recommendations for amendments to these Bylaws shall be passed by 2/3 vote of the membership of the EETAC. The proposal for amendments in Bylaws shall appear on the published agenda. The text of the proposed amendments in Bylaws must be sent to all EETAC members not less than fourteen calendar days in advance, unless the amendment is of such an urgent nature as to make shorter notice to EETAC members necessary, in which case it may be included with the meeting notice and agenda.

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Monitoring Program Appendices ACTION PLAN

Key Questions and Key Data ‐Related to land supply, dwellings and jobs Key Questions General: Are actual population estimates in line  with the 20‐ year population forecast? 

Is there a new PSU population forecast? Has the University revised its growth estimates?

 

Is the actual job growth rate in line with  what was anticipated?

How many new single‐family homes? How many new multi‐family homes? Is there a new employment forecast?

   

Key Data

PSU annual population estimate New population forecast University growth projections

Reporting Frequency  Annual

Household size



5‐ Year



Number of new housing units by structure type



Annual



Number of jobs by employment sector Employment growth forecast



Annual



Work In Progress

Are household assumptions consistent with what was anticipated? Is the actual housing mix of new construction in line with what was anticipated?

Sub‐ Questions

Appendix B

TRG 3/13/14

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Key Questions Sub‐ Questions Land Supply: Single‐Family Housing Is land for single‐family homes being  What percent of vacant land consumed at a rate that was expected? has been built on?  What percent of partially vacant land has been built on?  At what density are new homes being constructed?  What percent of anticipated redevelopment has occurred?  What percent of anticipated “other uses” have occurred on LDR lands? Are efficiency measures successfully  How many alley access lots working to increase expected single‐ have been created/ family homes through alley access lots constructed? and secondary dwelling units?  How many secondary dwelling units have been constructed? Have lands for single‐family homes  Inside UGB become available through  In UGB expansion area infrastructure extension?

Have new regulations gone into place that have an effect on the buildable lands supply?

TRG 3/13/14

     

Key Data

Acres of vacant land in supply Acres of partially vacant land in supply Density Amount of Redevelopment on LDR land Number of group quarters Acres of parks purchased, and infrastructure, commercial, or multi‐family built on LDR land

Reporting Frequency  Annual

 Number of alley access lots/ dwellings  Number of secondary dwelling units

 Annual

 Capacity of lands newly served by infrastructure inside existing UGB  Capacity of lands newly served by infrastructure in expansion areas  Acres lost/gained in buildable lands supply due to new regulations

 Annual

 As needed

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Key Questions Land Supply: Multi‐Family Housing Is land for multi‐family homes being consumed at a rate that was expected?

Sub‐ Questions      

Are efficiency measures (investments) successfully working to create multi‐ family homes through redevelopment activity?



Have new regulations gone into place that have an effect on the buildable lands supply?

TRG 3/13/14



What percent of vacant land has been built on? What percent of partially vacant land has been built on? At what density are new homes being constructed? What percent of anticipated redevelopment has occurred on MDR/HDR land? What percent of anticipated redevelopment has occurred on commercial land? What percent of anticipated “other uses” have occurred on MDR/HDR land How many additional multi‐ family homes have been built through redevelopment? What efficiency measures/ investments have been employed? Where?

     

 



Key Data

Acres of vacant land in supply Acres of partially vacant land in supply Density Amount of Redevelopment on commercial/ MDR/ HDR lands Number of group quarters Acres of parks purchased, and infrastructure, U of O, commercial, or single‐family built on MDR/HDR land

Reporting Frequency  Annual

Amount of Redevelopment on commercial/ MDR/ HDR lands Use of incentives (MUPTE, LIPTE, Vertical Housing Program, Opportunity Siting)



Annual

Acres lost/gained in buildable lands supply due to new regulations



As needed

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Monitoring Program Appendices ACTION PLAN

Key Questions Land Supply: Commercial Jobs Is land for commercial jobs being consumed at a rate that was expected?

    

Are efficiency measures (expanding flexibility and providing investments) successfully working to create commercial jobs

  

Sub‐ Questions

What percent of vacant land has been built on? What percent of partially vacant land has been built on? Job densities? What percent of anticipated redevelopment has occurred on commercial land? What percent of anticipated “other uses” have occurred on commercial land How many commercial jobs have been added in the campus industrial areas? How many commercial jobs have been added in West Eugene? How many commercial jobs have been added as a result of investment tools

    

 



Have new regulations gone into place that have an effect on the buildable lands supply?

TRG 3/13/14

Key Data

Acres of vacant land in supply Acres of partially vacant land in supply Amount of building capacity added Amount of Redevelopment on commercial lands Acres of parks purchased, and infrastructure, U of O, or multi‐ family built on commercial land

Reporting Frequency  Annual

 Amount of Redevelopment on commercial lands Which investment tools have been used?



Acres lost/gained in buildable lands supply due to new regulations

Annual

As needed

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Monitoring Program Appendices ACTION PLAN

Key Questions Land Supply: Industrial Jobs Is land for industrial jobs being consumed at a rate that was expected?

   

Sub‐ Questions

What percent of vacant land has been built on (by size class)? Job densities? Is redevelopment occurring as anticipated How many industrial sites have been subdivided?

    

Are efficiency measures (parcel assembly and brownfield clean‐up) successfully working to create industrial jobs?

Have jobs been created in industrial expansion areas?

TRG 3/13/14

 

  

How many sites have been created through parcel assembly? How many sites have been made useable through brownfield clean‐up

 



How many sites have developed?  What size class? How many jobs?  

Key Data

Acres of vacant land in supply Acres of partially vacant land in supply Amount of building capacity added Amount of Redevelopment on industrial lands Acres of infrastructure on industrial land Acres and size of sites created through industrial parcel Acres addressed through Brownfield program & development Amount of building capacity added Number and size of vacant and partially vacant acres that developed in expansion area Building capacity created Number of jobs

Reporting Frequency  Annual



Annual



Annual

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Key Questions Other:

TRG 3/13/14

Sub‐ Questions

Key Data

Reporting Frequency

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Monitoring Program Appendices ACTION PLAN

Reporting Types for Monitoring Envision Eugene Pillars, Strategies and Actions DRAFT

Type of Reporting & Assessment Needed

Pillar Strategies or Actions Data to Monitor I. Provide Ample Economic 1. Continue to implement the Joint Elected Officials Regional Prosperity Economic Opportunities for all Community Development Plan. Implementation will include the following actions in support of the Plan. Members a. Plan for an employment growth rate of 1.4%. This growth rate translates into an increase in 35,800 jobs over 20 years. Employment Growth Forecast Number of Jobs b. Prepare four 10‐20 Industrial sites for development to meet Eugene's industrial land need inside the existing UGB through the consolidation of small underutilized industrial sites and/or through clean‐up of existing brownfield sites.

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

To Be Determined

∙ Explore the feasibility of an Industrial Land Trust as a possible implmentation tool (using approaches demonstrated successfully in the West Eugene Wetlands Partnership). c. Work with property owners of current vacant or developed industrial lands, especially those larger than 25 acres, to reduce the financial and regulatory obstacles to development, with a goal of making these sites ready for development.

X Type of Land Developed

d. Expand the UGB to provide 12 medium‐large sized industrial sites (~475 acres) for key industries and to accommodate the growth needs of existing businesses. The identified expansion area is north of Clear Lake Road and east of the Eugene Airport. e. Establish legal parameters to ensure that these medium‐large sized industrial sites cannot be partitioned or re‐designated from their intended uses. 2. Meet all of the 20‐year commercial land needs (office and retail) within the existing urban growth boundary (UGB). (Note: this does not preclude the inclusion of small amounts of commercial lands within areas that expand to accommodate other uses).

X X

3/13/14

Appendix C

Number of jobs Acres of Vacant and Partially Vacant Land Type of Land Developed Employment Density Structure Size Structure Type Lot Size Plan Designation/Zoning Net to Gross Vacancy Rate Use Type Commercial Lease Rates Regional Commercial Construction Data Surplus land a. Conduct a parcel evaluation to add flexibility to at least 75 acres of smaller‐ sized, underutilized Industrial lands in the Campus Industrial designations as well as in west Eugene to a Commercial or flexible employment designation.

Work In Progress

Brownfield Development Type of Land Developed Acres of Vacant and Partially Vacant Land

Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions

Data to Monitor Type of Land Developed Plan Designation/Zoning

b. Integrate new development and redevelopment in the downtown, on key transit corridors and in core commercial areas.

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X Location Type of Land Developed

3. Support the Sustainable Business Initiative which includes the goals of emphasizing local strengths and opportunities, building on existing business clusters, and long‐term rentention of businesses, through the following actions:

a. Conduct a feasibility study of a green industry cluster around clean technology, environmental services, waste remediation and wood products, potentially integrating local FCS (Forest Stewardship Council)‐ certified lumber with favored distribution of LEED (Leadership in Energy and Environmental Design)‐ related products in the Seattle‐to‐San Francisco region. b. Conduct a feasibility study of developing an intermodal rail‐truck transport hub. c. Actively promote and invest in technology innovations that support business growth such as high speed rail and a broadband data network. 4. Support the development or redevelopment of key industrial sites that are and will remain outside the UGB as part of a regional strategy. a. Support Lane County’s efforts in establishing an employment center in Goshen. II. Provide Housing Affordable 1. Plan for a higher proportion of new housing stock to be multi‐family than the 39% to All Income Levels of multi‐family that currently exists. Increasing the proportion of multi‐family housing is intended to expand the variety of housing types and the prices available, and ot address shifting demographic trends towards an aging population and smaller household size. Approximately 15,000 new homes are expected to be constructed in the next 20 years. A mix of 55% single‐family and 45% multi‐family is being planned for the new homes. When combined with Eugene's existing inventory of housing, this represents an overall mix of 60% single‐family and 40% multi‐family.

X X X X X

Number of Housing Units Structure Type Structure Size Lot Size Household Size Household Age Household Composition Housing Tenure Housing Cost Data Housing Cost as a % of Income Household Income 2. 100% of the multi‐family housing need can be accommodated inside the current UGB. Although there is a deficit of land currently available to meet the 20‐year need, programs and actions will be put in place to increase the number of multi‐family homes that are constructured in the downtown, along key transit corridors, and in core commercial areas. PSU Annual Population Estimate Acres of Vacant and Partially Vacant Land Type of Land Developed Number of Housing Units Housing Density Structure Size

3/13/14

Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions

Data to Monitor Lot Size Plan Designation/Zoning Net to Gross Open Space Vacancy Rate Household Size Group Quarters Demolitions (newly vacant) Location Surplus land

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

3. 90% of the land needed for new single‐family homes can be accommodated inside the current UGB. PSU Annual Population Estimate Acres of Vacant and Partially Vacant Land Type of Land Developed Number of Housing Units Housing Density Structure Size Lot Size Plan Designation/Zoning Net to Gross Open Space Vacancy Rate Household Size Group Quarters Demolitions (newly vacant) Surplus land Alley Access Lots Secondary Dwelling Units a. Re‐designate selected areas that are more suited to single‐family housing than multi‐family housing. Approximately 658 additional single‐family homes can be accommodated on approximately 236 acres inside the current UGB by re‐ designating areas in north and west Eugene for single‐family uses. This number will be refined through additional planning of the west Eugene study area.

X Plan Designation/Zoning Housing Density Location

b. The UGB will be expanded to accommodate the remaining 10%, or 910 single‐ family homes that cannot be accommodated inside the existing UGB. This expansion will consist of approximately 350 acres of land in the following areas: Clear Lake area‐ 520 homes on 150 acres Baily Hill/Gimpl Hill area‐ 390 homes on 200 acres

4. For expansion areas, complete master planning that includes coordination of key services and utilities, appropriate development guidelines and requirements that promote housing options, increase housing affordability, reinforce compact urban development goals, protect natural resources and promote neighborhood compatibility. Development guidelines and requirements could include:

X Plan Designation/Zoning Housing Density Location

X Housing Structure Type Housing Density Housing Costs Housing Cost as % of Income

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Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions

Data to Monitor Household Income

a. Design standards, in collaboration with ICS to address compatibility. b. Flexible land use codes, such as opportunities to reduce minimum allowable lot size from 4,500, to create smaller houses, and to create a greater mix of housing types for difference income levels.

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X Structure Type Housing Density Structure Size Lot Size Plan Designation/Zoning Net to Gross Alley Access Lots Secondary Dwelling Units

c. Financial incentives, such as restructure SDCs, to encourage smaller lot/smaller home development.

X Structure Type Housing Density Structure Size Lot Size SDC’s Paid

d. Planned locations for new key transportation facilities, utilities, protected natural resources, and parks and open space amenities. 5. Expand housing variety and choice by facilitating the building of smaller, clustered and attached housing.

X X Housing Density Structure Type Structure Size Lot Size Alley Access Lots Secondary Dwelling Units

a. Develop and apply guidelines, consistent with the goals of Infill Compatibility Standards to address compatibility, while increasing flexibility in land use regulations to achieve desired outcomes. b. Evaluate land use code and permitting processes to identify and remove barriers to clustered and attached housing, alley access lots, and secondary dwelling units.

X Structure Type Alley Access Lots Secondary Dwelling Units

c. Promote existing incentives such as EWEB small house incentives. d. Assess benefits of new incentives such as restructuring system development charges (SDCs), implementing a marketing program for small, clustered and attached housing, and providing loans that reduce the risk of attached housing financing.

Structure Type Structure Size SDC’s Paid Attached Housing Loan Units (new) 6. Assess the applicability of a housing and transportation affordability index. This index rates neighborhoods based on the combined cost of housing and transportation, which may be a better indicator of affordability than housing costs alone. In addition, explore the applicability of an index that includes housing utility costs.

X Housing & Transportation Index Housing Cost Data

3/13/14

Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions

Data to Monitor Housing Cost as a % of Income Household Income

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

7. Support subsidized affordable housing projects with a goal of providing 500 affordable housing units every 5 years as stated in the Eugene‐Springfield Consolidated Plan 2010. a. Continue existing City programs such as Low Income Rental Housing Property Tax Exemption, Controlled Income and Rent Density Bonus, and system development charges (SDC) grants. Continue use of federal Community Development Block Grant (CDBG) HOME Investment Partnership program to support development and rehabilitation of affordable housing through landbanking, acquisition and development subsidies, and rehabilitation loans.

City Subsidized Low Income Units

LIRPTE Units LITE Units Controlled Income & Rent Density Bouns Units SDC’s Paid Homebuyer Assistance Units Rental Rehabilitation Units Homeowner Rehabilitation Units Emergency Minor Home Repair Units Land Acquisition Program b. Assess the effectiveness of existing programs and explore identification of new incentives such as a new foreclosure assistance/purchase program, increasing local subsidies, providing infrastructure to affordable housing projects and permit fee reductions. City Subsidized Low Income Units Foreclosure Assistance Units (new program) Other locally Subsidized Units (new program) Infrastructure Subsidized Units (new program) Reduced Permit Fee Units (new program) c. Evaluate land use code and permitting processes to identify and remove barriers to affordable housing (i.e. requirement for commercial on ground floor).

X City Subsidized Low Income Units

d. Evaluate publicly‐owned surplus land as sites for future affordable housing developments.

X Land Acquisition Program

e. Continue existing programs such as Homebuyer Assistance, which offers down payment assistance for low‐income, first‐time homebuyers. Homebuyer Assistance Units f. Continue to integrate housing for various income levels into existing neighborhoods consistent with the City's housing dispersal policy.

X Housing Costs Household Income Location

g. Look for opportunities to incorporate affordable housing projects into area planning (such as coordinating the land bank program with planning of key corridors).

X City Subsidized Low Income Units Land Acquisition Program

3/13/14

Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions

Data to Monitor Location

h. Re‐designate the former Naval Reserve site, currently owned by the city, to multi‐family housing for a future affordable housing development.

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X Plan Designation/Zoning Housing Density City Subsidized Low Income Units Location

8. Continue existing programs that support the preservation and maintenance of existing affordable housing stock. These programs benefit both low income homeowners and renters and include funding for acquisition of existing rental housing, rental rehabilitation loans, homeowner rehabilitation loans, and emergency home repair loans. ??? Rental Rehabilitation Units Homeowner Rehabilitation Units Emergency Minor Home Repair Units

III. Plan for Climate Change and Energy Resiliency

1. Plan for growth so that an increasing proportion of residents live in 20‐Minute Neighborhoods where residents can meet most of their daily needs near their homes without the use of an automobile. This strategy is intended to reduce the need for, and reliance on, motorized forms of transportation. 20 Minute Neighborhood Index (?) Mode Split Vehicle Trips a. Utilize the city‐wide 20‐Minute Neighborhood assessment to identify location opportunties for flexible codes, transportation infrastructure improvements, parks and open space, partnerships and incentives.

X 20 Minute Neighborhood Index (?)

b. Plan residential expansion areas to support 20‐Minute Neighborhoods. 20 Minute Neighborhood Index (?) 2. Make energy efficiency in buildings and vehicles the first line of action in reducing energy dependence and greenhouse gas emissions. a. Future policy decisions should support the Pedestrian and Bicycle Master Plan and the Eugene Transportation System Plan, and facilitate collaboration with Lane Transit District (LTD) to complete the EmX bus rapid transit system, and efforts to encourage existing and new homes and businesses to be energy efficient. b. Plan for changes in electricity generation and distribution methods and the resulting effects on land use. c. Take full advantage of energy efficiency opportunities in retrofits and renovations to existing buildings as a form of energy efficient redevelopment. d. As redevelopment occurs, facilitate local generation of renewable energy and low carbon‐transportation options. 3. Reduce physical and economic risks to people and property arising from climate change and energy price volatility. a. Plan for increased frequency of flooding, increased risk of wildfires (particularly in the south hills), and increased risk of landslides (particularly on steep slopes).

X X

X X X

X b. Anticipate and plan for climate and energy related impacts to food production and distribution, housing, emergency services, and urban infrastructure (i.e. water, sewer, energy, and streets), in coordination with the Eugene‐Springfield Natural Hazards Mitigation Plan.

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Monitoring Program Appendices ACTION PLAN

Pillar

IV. Promote Compact Urban Development and Efficient Transportation Options

Strategies or Actions Data to Monitor c. Facilitate urban agriculture by evaluating and removing barriers in the land use code and permitting processes to the development of home‐grown food sources, including backyard and community gardens, urban food orchards, and micro‐ livestock, in accordance with the Food Security Scoping and Resource Plan. 4. Align incentives, costs and city processes to promote efficient buildings, smaller homes and development towards the city core. Location Structure Size a. Complete an assessment of incentives, including implmentation of variable or restructured systems development charges (SDCs). SDC’s Paid 1. Meet all of the 20‐year multi‐family housing and commercial job needs within the existing UGB. (Note: this does not preclude the inclusion of small amounts of multi‐ family housing and commercial retail lands within areas that expand to accommodate other uses). (multi‐family housing) PSU Annual Population Estimate Acres of Vacant and Partially Vacant Land Type of Land Developed Number of Housing Units Housing Density Structure Type Structure Size Lot Size Plan Designation/Zoning Net to Gross Open Space Vacancy Rate Household Size Group Quarters Demolitions (newly vacant)

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X X

Home Office/Non‐employment Zone Surplus land (Commercial jobs) Employment Forecast Acres of Vacant and Partially Vacant Land Type of Land Developed Number of Jobs Job Density Structure Type Structure Size Net to Gross Use Type Vacancy Rate Existing Built Space Surplus land a. Integrate new development and redevelopment in the downtown, on key transit corridors, and in the core commercial areas. Key transit corridors are streets that have, or are planned to have, frequent transit service (approximately every 15 minutes or less). This frequent transit service is often accompanied by nearby amenities such as parks, commercial attractions or employment centers, and higher density housing that enable shorter trips and less reliance on the automobile. Core commerical areas are also served with frequent transit service and have a high concentration of commercial retail services.

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Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions

Data to Monitor

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

Number of Housing Units Housing Density Housing Structure Type Location Number of Jobs Job Density Use Type Commercial Lease Rates Improvement Value Valuation 2. Facilitate the transformation of downtown, key transit corridors and core commercial areas as mixed use neighborhoods that foster active, walkable, community living by providing a mix of residential, commercial, retail, and public uses in proximity to one another. 20 Minute Neighborhood Index (?) Housing Structure Type Use Type VMT LTD Ridership Mode Split Commuting Trends a. Continue to implement the strategies and actions in the Eugene Downtown Plan, adopted in 2004. b. Create area plans for key transit corridors and core commercial areas. Use urban design to integrate a mix of commercial and residential uses, transportation, parking, parks and open space, and historical and cultural resources.

X Housing Structure Type Use Type

∙ Recognize the unique characteristics of each area and provide localized consideration and treatment in planning the area, and as necessary, in the land use code. ∙ Plan for phased implementation, which allows for a gradual integration of existing uses with new devleopment over time. Accommodate existing businesses and non‐conforming uses. ∙ Consider street design and other public improvement designs that foster pedestrian‐friendly, compact urban development, in coordination with the Eugene Transportation System Plan and the Bicycle and Pedestrian Plan.

X Housing Density Job Density FAR VMT LDT Ridership Mode Split Commuting Trends

∙ Consider the consensus report of the West Eugene Collaborative as an example outline of an aerea plan for the West 11th area. 3. Protect adjacent neighborhoods and provide housing options by using transitions between commercial/higher density residential uses and lower‐density/ single‐family neighborhoods in accordance with the compatiblity goals of the Infill Compatibility Standards and Opportunity Siting projects.

X Plan Designation/Zoning

a. Utilize area planning efforts to identify transition areas and tools; for example, building height step downs, traffic calming, and landscaping.

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Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions b. Identify and apply implementation tools, such as overlay zones, form‐based code, and design review. c. Promote development of diverse housing choices that are affordable to all income levels.

Data to Monitor

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X X Structure Type Housing Cost Data Housing Cost as a % of Income Housing Tenure Household Income

4. Make compact urban development easier in the downtown, on key transit corridors, and in core commercial areas.

X Location Housing Density Housing Structure Type Job Density Structure Type Use Type FAR Number of Jobs

a. Identify and remove regulatory barriers (i.e., parking requirements, ground floor commercial requirement, floor area ratio (FAR) requirements, restructuring the Traffic Impact Analysis requirement within core commercial areas and corridors, and others).

X Location Housing Density Housing Structure Type Job Density Structure Type Use Type FAR Number of Jobs parking spaces ???

b. Change the land use code to increase flexibility for compatible uses within industrial and commercial zones.

X Location Plan Designation/Zoning Job Density Structure Type Use Type

c. Complete a feasibility study for the formation of Compact Urban Development Districts that would reduce the financial and regulatory obstacles in the downtown, on key transit corridors and in core commercial areas. d. Complete an assessment of implementing restructured SDCs, with the purpose of recognizing reduced impacts of smaller home footprints and denser development. e. Explore and apply additional incentives such as infrastructure improvements, tax incentives, loan programs, and public/private partnerships. Identify tools that can be utilized repeatedly such as a revolving redevelopment fund.

X MUPTE Units Vertical Housing Units Tax Increment Financing Development Loans and Incentives Enterprise Zone Jobs E‐commerce Zone Jobs

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Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions f. Identify and apply implementation tools, such as new overlay zones, form‐ based codes, and an alternative review path that increase flexibility.

Data to Monitor

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X Location Housing Density Housing Structure Type Jobs Structure Type Use Type FAR Number of Jobs

g. Ensure that the transportation system can support planned densities (in coordination with the Eugene Transportation System Plan). 5. Conduct a pilot project, incorporating strategies 2, 3 and 4 above to demonstrate how builders, neighbors, and the city work together to create best outcomes. a. Identify focus areas that are likely to change, are economically viable, and offer the potential for success.

X X X

b. Consider a pilot project in the area between downtown and the University of Oregon. This area is bordered by the Willamette River, is currently served by EmX, and is experiencing high levels of development interest and activity. 6. Plan for additional parks, plazas and other public open spaces that will be needed in or near key transit corridors and core commercial areas as densities increase.

X X Plan Designation/Zoning Housing Density Housing Structure Type Job Density

a. Identify parks and open space needs through individual area planning efforts. b. As the city updates its Comprehensive Plan for Parks, Recreation and Open space, consider the park needs in areas of high population density and develop funding strategies to meet those needs. V. Protect, Repair & Enhance 1. Minimum and maxium allowable densities in the land use code will not be changed in order to meet our residential land need for Envision Eugene. Future Neighborhood Livability actions (such as land use code changes and plan amendments) that impact allowable density in neighborhoods will only be undertaken through a public process (such as area planning or neighborhood planning) that integrates the compatibility goals of the Infill Compatiblity Standards (ICS) and/or Opportunity Siting projects

2. Continue to implement the goals of the Infill Compatibility Standards project to prevent negative impacts and promote positive impacts of residential infill by integrating compatibility and urban design principles in future planning efforts. a. Bring to the City Council, code changes to adopt low‐density residential infill recommendations addressing flag lots, lot coverage, sloped setbacks, secondary dwelling units, and alley access lots as part of the Envision Eugene amendment package. b. Continue to implement ICS work on remaining issues identified by the Task Team by integrating the recommendations inot the ongoing Code Improvement Program. 3. Implement the Opportunity Siting (OS) goal to facilitate higher density residential development on sites that are compatible with and have the support of nearby residents.

Opportunity Siting Units Housing Density Housing Structure Type Location

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Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions

Data to Monitor

a. Conduct an OS pilot project on a specific site to demonstrate how builders, neighbors, and the city can come together to foster better outcomes. b. Implement a toolbox of incentives that support the achievement of OS outcomes. Incentives may include:

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X X

Regulatory (flexible codes, re‐zoning, design review) TBD

Facilitative (no cost pre‐application meetings) Number of No Cost Pre‐app Meetings (new program) Financial (Multiple Unit Tax Exemption (MUPTE), variable SDCs) MUPTE Units Vertical Housing Units SDCs paid/ adjusted Affordable Housing (land bank program, Low Income Rental Housing Property Tax Exemption, SDC grants) City Subsidized Low Income Units Land Acquisition Program LIRPTE Units LITE Units SDCs paid/ adjusted Infrastructure (utilities, transit, street improvements, parking, sidewalks and bicycle/pedestrial improvements) 4. Create neighborhood plans to address unique situations and impacts on different neighborhoods. a. Complete area planning for the University neighborhoods to better address the interface between the University of Oregon and surrounding neighborhoods. As part of the effort, consider creating specific design standards for housing in the area to address impacts from proximity to the University. Begin this planning process immediately following local adoption of Envision Eugene. b. Complete area planning for the River Road and Santa Clara neighborhoods to address impacts of increasing urbanization. Base future planning efforts on previous work done under the River Road/ Santa Clara Transition Project and Final Report, June 2006, and the Santa Clara‐River Road Outreach and Learning (SCRROL) project, 2012. Begin this planning process immediately following local adoption of Envision Eugene c. Beginning in 2015, select at least one neighborhood every two years as needed, for completion of area planning. As resources allow complete plans at a quicker rate. d. Continue Strategic Neighborhood Assessment and Planning (SNAP) program to provide opportunities for neighborhood‐based planning activities. 5. Recognize the value that historic properties contribute to community character and livability, and work to preserve those significant properties. Promote consideration of adaptive reuse of existing buildings in areas of commercial and residential redevelopment. Incorporate historic preservation considerations into area planning efforts. 6. Provide needed land for schools and parks to serve existing and future a. Expand the UGB by 80 acres to encompass Bethel School District owned property (south of Clear Lake Road) to address projected enrollment. b. Partner with the Eugene 4j and Bethel 52 School Districts to provide coordinated land use and school facility planning. Share growth projections, demographic information, and projected densities to facilitate more coordinated planning regarding future school facility needs.

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Monitoring Program Appendices ACTION PLAN

Pillar

VI. Protect, Restore and Enhance Natural Resources

VII. Provide for Adaptable, Flexible and Collaborative Implementation

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Strategies or Actions

c. Expand the UGB by 242 acres to encompass property owned by the City of Eugene for an expanded Golden Gardens Community Park and a new Santa Clara Community Park. Plan for additional park needs inside the existing UGB by accounting for projects identiifed in the Parks, Recreation and Open Space Project and Priority Plan. d. Identify parks and open space needs in housing expansion areas and develop location and acquisition strategies. 1. Encourage both the protection and voluntary stewardship of valuable resources inside the UGB. a. Develop recommendations for incentives and habitat conservation tools for preserving valuable natural resources within subdivisions, in coordination with the work of the Infill Compatibility Standards project. b. Complete feasibility study and implement appropriate tools, such as transfer of development rights, tax incentives, and conservation easements for protection of valuable natural resources and farmland. c. Recognize the specific benefits that trees provide to the livability and health of Eugene. Continue to protect and enhance Eugene's urban forest. 2. Protect, maintain and restore natural habitat areas, including high quality oak woodland and oak savanna habitat; high quality coniferous forests; high quality native upland and wetland prairie; the Willamette River and its tributaries such as Amazon Creek, East Santa Clara Waterway and Spring Creek; and the confluence of the Willamette River and McKenzie River. Utilize the following plans in pursuit of this startegy: Rivers to Ridges Vision‐ endorsed in 2003 Ridgeline Open Space Vision and Action Plan‐ endorsed in 2008 Willamette River Open Space Vision and Action Plan‐ endorsed in 2010 3. Preserve valuable farmland outside the UGB. a. Identify partnerships and public funds to protect farmland into the future by supporting the placement of permanent conservation easements on valuable farmland outside the UGB. b. Collaboration with regional partners to complete a feasibility study of establishing long‐term protection of valuable farmland.

Data to Monitor PSU Annual Population Estimate Number of Housing Units Housing Density Housing Structure Type Household Size Household Age Household Composition

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X X X

X X

X X X X X

X X

1. Create an ongoing monitoring system to collect and track key information. a. Identify specific factors to be monitored, such as housing mix. b. Identify types of data needed to support monitoring, such as population growth, densities, types and numbers of housing units constructed, job growth and rate of land consumption.

X X

c. Develop an institutionalized system for tracking the data described above. d. Produce clear, publicly available reports, for the purpose of continuous evaluation of the effectiveness of the Envision Eugene Strategies. 2. Create a dynamic Eugene‐specific comprehensive plan to address emerging needs. a. At least every five years, evaluate the effectiveness of the Envision Eugene strategies.

X X X

Monitoring Program Appendices ACTION PLAN

Pillar

Strategies or Actions Data to Monitor b. Every five years, consider the evaluations and determine whether the comprehensive plan and implementation tools should be adjusted. Some factors may require a longer time‐frame than five years to evaluate their effectiveness. c. Consider the phasing the public utilities to expansion areas in accord with monitoring and evaluation results. The Capital Improvement Plan and annexation policies provide existing tools to manage the effcient extension of public services.

Qualitative or Monitored Other Reporting under Other Needed Strategies

Narrative Description & Party Narrative Quantitative Responsible Check if Description of Quantitive Reporting Reporting for Reporting Done Efforts

X d. Identify and respond to any impacts that future regulations and programs may have on the buildable land supply. 3. Continually evaluate and regularly adjust regulations through a collaborative ongoing code improvement program. 4. Develop a range of implementation tools to realize the community vision of Envision Eugene. The range of existing and new tools may include: a. Design based tools such as area planning, form‐based codes, design review, and design standards b. Re‐designations and flexible zoning c. Removal of code barriers d. Capital Improvements that increase the value of an area and attract private investment e. Partnerships and collaboration with neighbors, public agencies and institutions, and private developers f. Financial tools such as tax relief, fee reduction or restructuring, loans, and other market interventions 5. Continue to collaboratively plan and partner with surrounding jurisdictions and agencies on such efforts as regional public facilities and services, school district facility planning, regional transportation/ climate planning, and protection of high‐ value farm land and natural resources. Other Non‐pillar related Indicators to Measure include (or included in the 20‐minute neighborhood Index): Housing Employment Open space Number of floors FAR Commercial lease rates

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X X X X X X X X X

Other Building footprint Parking spaces Regional residential construction data Regional housing cost data Vehicle trips Vehilce miles traveled Mode split LTD ridership Commuting trends

Efficiency Strategies Tax Increment Financing Units Development Loans & Incentives Enterprise zone jobs E‐commerce zone jobs

Monitoring Program Appendices ACTION PLAN

Quantitative Monitoring‐ Draft List Employment Development Trends (permit data)

Other Data

Efficiency Strategies & Investment

PSU annual population estimate* Acres of vacant and partially vacant land in supply* University growth projections* Type of land developed* (vacant, partially vacant, redevelopment) Plan designation & zoning* Location* Land divisions

Number of housing units* Density* ¹ ² Structure type (housing mix)* Structure size Number of bedrooms (multi‐family) Lot size Net to gross Open space (single‐family) Distance to parks (multi‐family) Land in non‐residential use* Submitted vs approved dwellings (land use apps)

Building capacity* Structure type Structure size Use type Lot size Net to gross Home offices Non‐employment designation jobs Existing built space Land in non‐employment use*

20‐minute neighborhood index/report ² Building footprint Parking spaces Number of floors Building to site square footage ratio Improvement value Valuation Demolitions Public surplus land Impact of new regulations* Capacity of newly served land*

General Residential Trends

General Employment Trends

Regional Trends

Vacancy rate Household size* Householder age Household composition Group quarters* Housing cost data Housing cost as % of income Household income Housing tenure Housing & transportation index City subsidized low income units (sum of programs) Low Income Rental Housing Property Tax Exemption (LIRPTE) development Low Income Tax Exemption (LITE) development Foreclosure assistance units Homebuyer assistance units Rental rehabilitation units Homeowner rehabilitation units Emergency minor home repair units Attached housing loan units

Employment growth forecast* Number of jobs by employment sector* Vacancy rate Average wage Unemployment rate Commercial lease rates

Regional residential construction data Regional housing cost data Vehicle miles traveled¹ ² Mode split¹ ² LTD ridership¹ ² Commuting trends¹ ²

Alley access lots* Secondary dwelling units* (SDUs) Land acquisition program & development* (for affordable housing) Controlled income & rent units* Key Corridors & Core Commercial Areas development* Area Planning development* Multiple Unit Property Tax Exemption (MUPTE) program & development* Vertical housing program & development* Opportunity Siting program & development* Brownfield program & development* Tax increment financing program & development* Development loans/ incentives program & development* Enterprise zone program & development* E‐commerce zone program & development* Industrial parcel assembly* Systems development charges (SDC) adjusted* No‐cost pre‐application meetings*

4/23/15

Notes: ‐ * indicates key data to collect and report on more frequently than other data ‐ Bold data is new data to collect, non‐bold data is already collected or reviewed in some manner. ‐ Some data is in anticipation of new programs being established per the Envision Eugene pillar strategies or actions. ‐ ¹ indicates potential transportation system plan monitoring item ‐ ² indicates potential Climate and Energy Action Plan monitoring item

Appendix D

Residential Development Trends (permit data)

Work In Progress

General Trends

Monitoring Program Appendices ACTION PLAN

Appendix E

[Qualitative Assessment Framework ‐ Placeholder]

Monitoring Program Appendices ACTION PLAN

Envision Eugene Monitoring Indicators ‐ Description and Collection Methodology (quantitative only so far)

Category

Data PSU Annual Population Estimate

Are actual population estimates in line with the 20‐ year population forecast?

Is land for homes Acres of being consumed at a vacant, rate that was partially vacant expected? land

Type of land developed

Is land for single‐ family homes being consumed at a rate that was expected?

Description

Definition Source

PSU Portland State University’s annual certified population estimate for Eugene’s city limits, plus the population outside the city limits but inside the UGB as derived from PSU’s annual certified population estimate for the Eugene‐Springfield metropolitan area. The sum acreage of the two buildable land inventory categories of vacant and partially vacant land. The amount of vacant and partially vacant land with new development during a specific time period is deducted from each category resulting in a remaining buildable land inventory.

Methodology

Source for Collection

PSU certified population estimates are based on the most recent US Census.

When is it Collected

Who Collects it

PSU

PSU Report release

Planner

BLI

???

Planner

BP Issuance

Automatic (GIS)

How is it collected

PSU Report

How is it When Reported/ is it Integrated How will it available From be Reported

annually PSU Report (spring)

city & state law

The category that the land being developed is city & state identified as within the Buildable Lands Inventory law as mapped in GIS. Those categories are: Vacant‐ land with a vacant land use and $1,000 or less of improvement value Partially Vacant‐ Land with more than $1,000 of improvement value, meeting a minimum size threshold and which meets previously established criteria regarding sufficient land for additional development Developed‐ Land not already identified as vacant, partially vacant, committed or protected, or newly developed land with a developed land use or over $1,000 of improvement value.

TBD

Work In Progress

G E N E R A L

Corresponding Question

DRAFT

GIS layer automatically flags a developing lot if it is vacant or partially vacant or Committed.Otherwise, it is assumed to be developed. Refer newly developing vacant or partially vacant lots to a planner to determine if the lot has remaining partially vacant BP capacity based on previously established criteria. Vacant or PV lots that... xyz .... do not need to be referred.

Automatic Aptwin as needed Aptwin field Report

Appendix F

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Monitoring Program Appendices ACTION PLAN

Category

Data

Corresponding Question

Description

Definition Source

Methodology

Source for Collection

When is it Collected

Who Collects it

How is it collected

How is it When Reported/ is it Integrated How will it available From be Reported

Redevelopment‐ Redevelopment capacity is derived from new development on Developed land that adds more dwelling units or employment building square footage than was there before. For residential development, a development that removes one dwelling unit and adds another is not considered redevelopment because there is no net gain in dwelling units. (ECO‐ what about if Committed‐ how is development on these lands separated out?)

Same as BP method LUAPP

Number of housing units

R E S I D E N T I A

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Density

Is the actual housing mix of new construction in line with what was anticipated? Is land for homes being consumed at a rate that was expected?

Structure type Is the actual housing (housing mix) mix of new construction in line with what was anticipated?

The number of new housing units built during a specified time period

Automatic Ontrack field

as needed

Ontrack Report

BP Issuance

Plans Examiner (Res) Aptwin Aptwin field as needed and Report Land Use Analyst

BP Issuance

Plans Examiner (Res) Aptwin and Aptwin Field as needed Report Land Use Analyst

BP Issuance

Plans Aptwin Examiner (Res) Aptwin field as needed Report

Collect the type of new building being constructed, including additions or standalone buildings. BP

BP Issuance

Plans Aptwin Aptwin field as needed Examiner (Res) Report

Aptwin report of the number of new housing units issued. BP

city & state The total number of housing The number of housing units per acre by plan units per tax lot (existing & new) designation based on plat, GIS or building permit law data. Gross Density= The number of housing units (ORS 660‐024‐ 0010(6) achieved divided by the size of the lot BP definition of Net Density= The number of housing units achieved divided by the size of the lot, excluding "net buildable any land for public rights of way, major easements acre") The mix of new housing units permitted is city & state derived from the number of new housing units law (OAR 660‐ permitted and the type of structure each unit is 008‐0005) in. Housing structure types are grouped into four main categories and result in a "housing mix" (generally expressed as the percentage of single‐ family vs multi‐family housing). These housing types are mutually exclusive: 1. Single‐family Detached‐ one dwelling unit on its own lot not attached to any other dwelling units This also includes: Manufactured home‐ in park or on own lot; see city chapter 9.

Final parition Automatic and (GIS) subdivision

Collect the type of new buildings being constructed, including additions and standalone buildings.

Monitoring Program Appendices ACTION PLAN

Category

Data

Corresponding Question

Description Secondary Dwelling units‐ see chapter 9.

R E S I D E N T I A

3/14/2014

Source for Collection

When is it Collected

Who Collects it

How is it collected

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

2. Single‐family Attached‐ one dwelling unit on city & state it's own lot that is attached to another dwelling law on its own lot. Includes row houses, townhouses and condominiums (which are techically on their own taxation lot).

Collect the type of new building being constructed, including additions or standalone buildings. BP

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

3. Duplex‐ structures with two dwelling units per city structure on the same lot

Collect the type of new building being constructed, including BP additions or standalone buildings.

BP Issuance

Plans Aptwin Aptwin field as needed Examiner (Res) Report

city 4. Multi‐family‐ structures with three or more dwellings per structure on the same lot. (how to count SFD & MF on on one lot‐ are the structures counted as SFD even though our code would call it MF?) (how to count when MF is added to a SF lot, and the SFD remains? Does the SFD become MF?)

Collect the type of new building being constructed, including additions or standalone buildings. BP

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

city & state Other housing structure types to track that are subsets of the above include: law Student housing‐ Multi‐family in certain locations with a certain number of bedrooms. Clustered housing‐ Single‐family housing on lots below the minimum lot size and which share open space. Group Quarters‐ Jails and dormitories. Assisted care‐ more than 5 residents

Collect the type of new building being constructed, including additions or standalone buildings. Group quarters (jails & BP dormitories) and assisted care should be tracked separately from the multi‐family category of housing mix.

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

Annually

Planner

Census analysis

Census Report

Land Use Analyst

Aptwin field as needed

The number of bedrooms in a multi‐family housing structure.

city

Methodology

Collect the type of new building being constructed, including additions or standalone buildings. BP

The mix of housing types per the Census.

Number of bedrooms

Definition Source

How is it When Reported/ is it Integrated How will it available From be Reported

census

Housing mix is also collected from the annual ACS.

ACS

Collect the number of bedrooms BP Applicant BP Issuance in new multi‐family housing structures.

Annually

5 years

Aptwin Report

Monitoring Program Appendices ACTION PLAN

Category

Data

Corresponding Question

The existing building square footage and the new building square footage for the development.

Structure size

R E S I D E N T I A L

Lot size

Is land for homes being consumed at a rate that was expected?

The size of a lot (typically the tax lot) at different points in the development process.

Definition Source

Methodology

Source for Collection

Collect the following sqare footage for multi‐family housing per tax lot and per development site: Existing Square Feet‐ The total square footage of existing buildings(s). Removed Square Feet‐ The total BP square footage that is removed. New Square Feet‐ The total new building square footage. Collect the following for single‐ family detached: New square footage of single At building permit, collect: Lot Square Feet ‐ Total square feet of the lot being developed BP and development site. At land division, collect: Parent Lot Square Feet‐ Total square feet of the lot being divided LUAPP Child Lot Square Feet‐ Total square feet of each new lot being created. (what about multiple tax lots?)

Plan designation and zoning

Is land for homes being consumed at a rate that was expected?

The Metro Plan designation and zoning of a lot based on the adopted Metro plan and zoning as represented in GIS.

GIS layer automatically fills in the plan designation and zoning BP fields.

Is land for homes being consumed at a rate that was expected?

Tracking the amount and type of development that occurs within specified locations per GIS boundaries‐ such as within a key transit corridor boundary, downtown plan boundary, etc.

GIS layer automatically flags a developing lot that is within specified boundaries. Also, use x,y coordinates.

When is it Collected

Who Collects it

How is it collected

BP Issuance

Land Use Analyst (multi‐family) and Aptwin Plans Aptwin field as needed Report Examiner (single‐family detached, duplex, MFH)

BP Issuance

Automatic Automatic Aptwin (RLID) or GIS as needed Aptwin field Report layer?

Tentative partition and subdivision submittal(?), partition and subdivision recording, plan and code amendments

Automatic (RLID) and Planning Specialist

Ontrack field

BP Issuance

Automatic (GIS)

Automatic Aptwin as needed Aptwin Field Report

LUAPP

Tentative subdivision submittal (?), partition and Automatic subdivision (GIS) recording, Plan & Code amendments

BP Issuance

GIS layer automatically fills in the plan designation and zoning fields.

Location

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Description

How is it When Reported/ is it Integrated How will it available From be Reported

Automatic (GIS, x,y)

Automatic Ontrack Field

as needed

Ontrack Report

Automatic Aptwin as needed Aptwin Field Report

Monitoring Program Appendices ACTION PLAN

Category

Data Net to gross

R E S I D E N T I A

Corresponding Question Is land for homes being consumed at a rate that was expected?

Open space

assumptions consistent with what was anticipated?

3/14/2014

The average percentage of a development site that is needed for public rights‐of‐way . To estimate the total amount of land needed for housing (such as for a UGB exapansion) including the amount needed for rights‐of‐way, the net acres needed is multiplied by the average percentage of land needed for public rights‐of‐ way. That amount plus the net acres equals the gross acres needed for housing The amount and location of required open space, which is therefore not buildable and should not be counted as additional housing capacity.

A sample of the percentage of housing units that are vacant. To estimate the total number of housing units required to plan for, the forecasted number of units is multiplied by the vacancy rate, and that number plus the forecasted number of units is the total number of units required to plan for.

Household size Are household

Household composition

Definition Source

The distance to a park for a multi‐family development as measured by Chapter 9.

Proximity to Park Vacancy rate

Householder age

Description

The number of persons living in a household; census specifically to identify the average number per household and the number of persons per household. The age of the person identified as the head of the census household; specifically to identify the head of householder median age and the number of people in each age category. The number of households with children (married census couple, female householder with no spouse, other families) or without children (married couple, other families, nonfamilies).

Methodology

Source for Collection

When is it Collected

Who Collects it

How is it collected

How is it When Reported/ is it Integrated How will it available From be Reported

(from plans or from GIS analysis?)

Collect the number and size of lots proposed (tentative) and required (final) to be dedicated to open space for residential land LUAPP divisions. Add final open space lot locations to a private common open space GIS layer. Collect the common open space appears to lots and acreage for multi‐family not be development??? (most are not doable separate lots…) Chapter 9 BP

BP Issuance

LUA

Aptwin field as needed

Aptwin Report

Census release

CD?

Census analysis

annually

Custom Report

5 years

Annual ACS

Census release

Planner

Census Analysis

annually

Custom Report

5 years

ACS & Decennial Census

Census release

CD?

Census Analysis

Custom Report

5 years

ACS & Decennial Census

Census release

CD?

Census Analysis

Custom Report

5 years

ACS & Decennial Census

Census release

CD?

Census Analysis

Custom Report

5 years

Obtain the previous 5 years of census vacancy rate for multi‐ family housing. (or get an annual report through a contract with Annual ACS DuncanBrown?)

Obtain the previous 5 years of census vacancy rate for single‐ family housing.‐ use multi‐family rate if single‐family is not collected. Obtain the previous 5 years of census number of persons per household, but report on decennial. Obtain the previous 5 years of census household age breakdown. Obtain the previous 5 years of census household composition breakdown.

Tenative and Planning Ontrack Ontrack Final Specialist and as needed field and GIS Report Subdivision GIS Specialist

annually & beginning of decade annually & beginning of decade annually & beginning of decade

Monitoring Program Appendices ACTION PLAN

Category

Data

Corresponding Question

Description

Definition Source

Demolitions

R E S I D E N T I A

Housing cost as % of income

(Jails & dormintories will also be tracked in building permits so they can be taken out of the private multi‐family count.)

The number of units, the square footage (usable) and the type of building demolished, that accompanies a building permit or is a standalone permit, based on building permit issuance.

Median sales cost, median homeowner value, median gross monthly rent

Median household income.

Housing tenure

The number of owner occupied and renter occupied households.

When is it Collected

Who Collects it

How is it collected

Census or Planning?

Collect the number of dwelling units, the useable square footage, and the type of building demolished. (Robin‐ do we need all this for standalone permits?)

census

The amount a household pays for housing HUD (including rent or mortgage plus interest, utilities, and insurance) as a percentage of the median household income.

Household Income

Housing & transportation index

3/14/2014

homes but not assisted care facilities ). Persons in group quarters do not consume standard housing units and are typically accommodated in dorms, prisons and nursing homes which are not standard housing units and are generally provided by institutions (colleges, government agencies, health‐care coorperations) operating outside what is typically defined as the housing market. The number of people projected for group quarters is backed out of the total population forecast for the purposes of estimating housing demand. (Identify the difference between assisted care and nursing homes.)

Flag standalone demolition permits that create a vacant lot to be able to count future development on the lot as redevelopment (rather than as development on a vacant lot).

Housing cost data

Source for Collection

Obtain the previous 5 years of census group quarters units.

The number of persons in group quarters Group quarters Is land for homes being consumed at a (dormitories, correctional faciliteis, nursing units rate that was expected?

Methodology

How is it When Reported/ is it Integrated How will it available From be Reported

census

Obtain previous 5 years of the census median sales cost, median ACS homeowner value, median gross montly rent & use MLS for single‐ MLS family sales. Obtain previous 5 years of census cost burden data. Households that spend more than 30% of their median household income ACS on housing costs are considered "cost burden", 50% or more is severely cost burden. Obtain previous 5 years of census ACS household income breakdown. Obtain previous 5 years of census ACS household tenure breakdown.

BP Issuance

Census release

Plans Examiner

CD?

Aptwin field Aptwin as needed and box Report

Census analysis

annually

Custom Report

5 years

MLS report

Census release

CD?

Census analysis

annually

Custom Report

5 years

Census release

CD?

Census analysis

annually

Custom Report

5 years

Census release

CD?

Census analysis

annually

Custom Report

5 years

TBD

Monitoring Program Appendices ACTION PLAN

Category

R E S I D E N T I A

E M P L O Y M E N

3/14/2014

Data

Corresponding Question

Description

Definition Source

Methodology

Source for Collection

City Subsidized low income units

The sum number of housing units that received Federal local (LIRHPTE, LITE, SDC credits) or federal (home buyer, rehabilitation, repair assistance) money that we pass through from HOME and CDBG funds for low income housing.

Obtain the sum number of housing units that have received city assistance for low income CD housing as reported in the CAPER .

LIRHPTE development

The number of Low Income Rental Housing Property Tax Exemption housing units.

Collect the sites and the number of units approved by Council for this tax exemption into a GIS layer. GIS layer automatically flags a developing lot if it has received LIRHPTE approval. Collect the sites and the number of units or jobs approved by Council for this tax exemption into a GIS layer. GIS layer automatically flags a developing lot if it has received LITE approval.

The number of Low Income Tax Exemption housing and jobs.

LITE development

Foreclosure Assistance units Home buyer assistance units Rental rehabilitation units Homeowner rehabilitation units Emergency minor home repair units Is land for jobs being Building consumed at a rate capacity that was expected?

Federal

When is it Collected

various

Who Collects it

various

Council Housing approval or Finance July 1 of next Analyst year

BP Issuance

Council Housing approval or Finance July 1 of next Analyst year

BP Issuance

Automatic (GIS)

How is it collected

various

How is it When Reported/ is it Integrated How will it available From be Reported

as needed CD Report

spreadsheet as needed CD Report

Automatic Aptwin as needed Aptwin box Report

spreadsheet as needed CD Report

Automatic Aptwin as needed Aptwin box Report

(Not developed yet) TBD The number of units that received this assistance. Federal

The number of units that received this assistance. Federal

The estimated number of jobs that new structures provide capacity for.

Collect the number of Home buyer assistance units for the CAPER.

During Grants or process or at Rehabilitation spreadsheet End of FY CAPER closing Specialist

end FY

Collect the number of rental rehabilitation units for the CAPER.

During Grants or process or at Rehabilitation spreadsheet End of FY CAPER closing Specialist

end FY

Collect the number of Homeowner rehabilitation assistance units for the CAPER.

During Grants or process or at Rehabilitation spreadsheet End of FY CAPER closing Specialist

end FY

Collect the number of emergency repair assistance units for the CD CAPER.

During Grants or process or at Rehabilitation spreadsheet End of FY CAPER closing Specialist

end FY

Apply an average employee per acre to the new square footage. Calculate the average EPA by a) BP & State of using the EPA from the 20 EE referrence sites, b) using updated Oregon/LCO BP Issuance G EPAs for the 20 EE referrence sites, or c) using Envision Tomorrow proformas by building type

Planner

Analysis of Planning BP data & as needed Report QCEW data

annually

Monitoring Program Appendices ACTION PLAN

Category

Data

Corresponding Question

Structure type Is land for jobs being

Description The type of building being constructed.

consumed at a rate that was expected?

Structure size

E M P L O Y M E N

Lot size

Methodology

Source for Collection

This is derived from collection of the number and type of floors, BP the type of parking, and the square footage per use type.

The total and new structure square footage of the development by land use type by tax lot and development site: New Structure Square Feet‐ Total square feet of the new structure or addition Existing Structure Square Feet‐ Total square feet of the existing structure(s) on the site Removed Structure Square feet‐ Total square feet of the existing structure(s) on the site that is removed. x sq ft existing, x sq ft demolished, x new sq ft in retail x sq ft existing, x sq ft demolished, x new sq ft in office x sq ft existing, x sq ft demolished, x new sq ft in manufacturing/industrial x sq ft existing, x sq ft demolished, x new sq ft in residential x sq ft existing, x sq ft demolished, x new sq ft in other Usable square footage means area used for employees (office, retail, etc) vs storage. Useable however is not as restrictive as habitable.

Collect the following per tax lot and per development site: Existing Square Feet‐ The total square footage of existing buildings(s). Removed Square Feet‐ The total square footage that is removed. New Square Feet‐ The total new building square footage.

The size of a lot at different points in the development process.

At building permit, collect: Lot Square Feet ‐ Total square feet of the lot being developed BP and the development site.

At tentative and final subdivision and partition, collect: Parent Lot Square Feet‐ Total square feet of the lot being divided LUAPP Child Lot Square Feet‐ Total square feet of each new lot being created. (what about multiple tax lots?)

Plan designation and

3/14/2014

Is land for jobs being consumed at a rate that was expected?

Definition Source

Is land for jobs being consumed at a rate that was expected?

The Metro Plan designation and zoning of a lot based on the adopted Metro plan and zoning as represented in GIS.

city and state GIS layer automatically fills in the BP law plan designation and zoning fields.

When is it Collected

Who Collects it

How is it collected

How is it When Reported/ is it Integrated How will it available From be Reported

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

BP Issuance

Automatic (RLID)

Automatic Aptwin as needed Aptwin field Report

Tenative partition and subdivision submittal, Planning partition and Specialist subdivision recording, plan and code amendments

BP Issuance

Automatic (GIS)

Ontrack field

as needed

Ontrack Report

Automatic Aptwin as needed Aptwin field Report

Monitoring Program Appendices ACTION PLAN

Category

Data

and zoning

Corresponding Question

Description

Definition Source

Methodology

Source for Collection

GIS layer automatically fills in the plan designation and zoning fields. LUAPP

Location

E M P L O Y M E N T

3/14/2014

Net to gross

Is land for jobs being consumed at a rate that was expected?

Tracking the amount and type of development that occurs within specified locations per GIS boundaries‐ such as within a key transit corridor boundary, downtown plan boundary, etc.

Is land for jobs being consumed at a rate that was expected?

The average percentage of a development site that is needed for public rights‐of‐way . To estimate the total amount of land needed for jobs (such as for a UGB exapansion) including the amount needed for rights‐of‐way, the net acres needed is multiplied by the average percentage of land needed for public rights‐of‐way. That amount plus the net acres equals the gross acres needed for jobs

Home offices Non‐ employment designation jobs

Is land for jobs being consumed at a rate that was expected?

The number of jobs that occur in home businesses. The number of jobs that occur in non‐ employment designations, including the amount of land that is used (e.g. for Neighborhood Commercial).

city

GIS layer automatically flags a developing lot that is within specified boundaries. Also, use x,y coordinates.

How is it When Reported/ is it Integrated How will it available From be Reported

When is it Who Collects How is it Collected it collected Tentative subdivision submittal (?), Automatic partition and Automatic Ontrack Ontrack as needed subidivision (GIS) Report field recording, plan and code amendments

BP Issuances

Automatic (GIS, x,y)

Automatic Aptwin as needed Aptwin field Report

GIS Analyst

GIS analysis as needed

Planning Report

5 years

Use same net to gross from the 20 EE referrence sites.

GIS Analysis as needed

At land division, collect: Parent Lot Square Feet‐ Total square feet of the lot being divided LUAPP Child Lot Square Feet‐ Total square feet of each new lot being created. (what about multiple tax lots?) Obtain the previous 5 years of census home businesses. Collect: The number of jobs that occur (QCEW), by zone, in non‐ employment plan designations (home businesses, neighborhood commercial). This is typically covered employment only since we do not have information on non‐covered employment; and The amount of land that is used for neighborhood commercial in non‐employment plan designations.

ACS

State of Oregon & LCOG

Tentative partition and subdivision submittal(?), Planning final partition Specialist & subdivision recording, plan & code amendments Census Planner release

Ontrack field

as needed

Ontrack Report

5 years

Census analysis

annually

Custom Report

5 years

GIS analysis

every 1‐2 Planning years Report

GIS Analyst

1‐2 years

Monitoring Program Appendices ACTION PLAN

Category

Data Use type

E M P L O Y M E N T

3/14/2014

Corresponding Question Is land for jobs being consumed at a rate that was expected?

Building to site square footage ratio

Employment growth forecast

Is the actual job growth rate in line with what was anticipated?

Description

Definition Source

The type of the use by existing and new usable Use per square footage for all new commercial or chapter 9 industrial development per the regional Land Use Codes: x existing, demolished, new sq ft in retail= Retail is... x existing, demolished, new sq ft in office= Office is... x existing, demolished, new sq ft in industrial= Manufacturing/Industrial is... x existing, demolished, new sq ft in housing= Residential is... x existing, demolished, new sq ft in other = Other is... Mixed use is derived from the combination of two or more uses on the site so it does not need it's own category Simplied version of the floor to area ratio (FAR) formula; the total square footage of all buildings on a development site divided by the total development site square footage.

The Oregon Employment Department's 10 year State forecast for employment growth, by employment sector.

Number of jobs Is the actual job growth rate in line by with what was employment anticipated? sector

The net new number of jobs, by NAICS employment sector, per Oregon Employment Department data.

State

Average wage

The Oregon Employment Deparment's average annual wage for covered employment in Lane County or Eugene .

OED website

Methodology

Source for Collection

When is it Collected

Who Collects it

How is it collected

How is it When Reported/ is it Integrated How will it available From be Reported

Collect the use of the existing, removed, new and total square footage as provided for parking requirements per tax lot and development site.

Aptwin will automatically calculate the simple FAR based on the total building square footage (existing and new) divided by the total lot or development site? square footage. (How is it currently calculated?) LCOG collects the Oregon Employment Department 10 year forecast every 2 years and cleans up the data so it is allocated geographically (rather than by employer). Planning then categorizes the employment growth by pre‐determined employment sectors. The net number of new jobs is derived from the QCEW data. Make sure big employers are allocated appropriately but don't need full LCOG clean up of data. Average annual wage (payroll) is computed by dividing total payroll wages by average annual employment.

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

BP Issuance

Automatic (Aptwin formula)

Aptwin field as needed

Aptwin Report

OR Employment ??? Department & LCOG

Planner

Analysis of every 2 OED data years

OED Report 2 years

OR Employment ??? Department & LCOG

Planner

Analysis of every 2 LCOG data years

LCOG Report

2 years

???

Monitoring Program Appendices ACTION PLAN

Category

Data Unemployment rate

E M P L O Y M E N T O T H E R

3/14/2014

Vacancy rate

Commerical lease rates Existing built space

Number of floors 20 minute neighborhood index/report Building footprint

Corresponding Question

Description

Definition Source

OED website The percentage of persons unemployed. Unemployed persons. All persons who: 1) had no (The BLS employment during the reference week; 2) were Handbook of available for work, except for temporary illness; Methods) and 3) had made specific efforts, such as contacting employers, to find employment sometime during the 4‐week period ending with the reference week. Persons who were waiting to be recalled to a job from which they had been laid off need not have been looking for work to be classified as unemployed A sample percentage of current vacant commercial and industrial space.

A smaple of lease rates per square footage of commercial buildings.

Methodology

Source for Collection

Obtain an annual estimate from Duncan & 3‐4 real estate brokers for Brown? commercial and industrial buildings. Duncan & Brown?

Existing commercial or industrial buildings that accommodate more jobs than they had accommodated duringthe base line year without adding more square feet. This may include reconfiguration of existing space to accommodate more jobs or converting non‐usable space to usable space. (Do we need to monitor this or is this something we will estimate as part of forecasting land need instead?)

Who Collects it

How is it collected

???

Planner

Annually

Duncan & Brown

Survey of properties

TBD

Separate Report

Annually

Duncan & Brown

Survey of properties

TBD

Separate Report

Plans Examiner

Aptwin field as needed

2 years

???

The number of existing and new floors at building Building code Collect the number of existing permit. and new floors in the new building or addition, including mezzanines and basements. Data on individual indicators that are scored to LCOG/City analysis tool. Collect create an index on how walkable an area is. info on key indicators: TBD The total exteror wall footprint of a multi‐family, commercial or industrial building.

When is it Collected

How is it When Reported/ is it Integrated How will it available From be Reported

BP Issuance

CMO‐Sust.

CMO‐ as needed (5 Analysis of Sustainability TBD yrs) City data staff

Collect the approximate building after LIDAR is LIDAR GIS Analyst footprint of all buildings per flown LIDAR. FUTURE: Collect the actual building footprint of multi‐family, commercial and industrial development (ideally it would be not possible yet existing and new) on the site from the building plans and add them to a GIS layer.

Aptwin Report Separate Report

Analysis of every 1‐2 ?? LIDAR data years

every 1‐2 years

Monitoring Program Appendices ACTION PLAN

Category

Data Parking spaces

O T H E R

Description

The monetary value of existing improvements on a tax lot per the tax assessor (RLID).

Valuation

The monetary value of the new construction.

Public surplus land

Regional residential construction data Regional housing cost data

Mode Split

LTD Ridership Commuting trends Efficien Alley access cy lots Measur es

Definition Source

The number of vehicle and bicycle parking spaces required and provided.

Improvement value

Vehicle trips Vehicle Miles Traveled

3/14/2014

Corresponding Question

Methodology

Source for Collection

How is it collected

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

BP Issuance

Automatic (RLID)

Aptwin field as needed

Aptwin Report

Collect the value of the proposed BP building improvement.

BP Issuance

BP Applicant

Aptwin field as needed

Aptwin Report

Planner

Call agencies ??

5 years

Planner

web report ?? analysis

5 years

ACS RMLS

annually

Planner

Census analysis RMLS analysis

annually

5 years

TSP Monitoring

PW/LCOG?

TSP Monitoring

PW/LCOG?

TSP Monitoring

PW/LCOG?

TSP Monitoring

PW/LCOG?

Ontrack field

as needed

Ontrack Report

EWEB, Lane Co, City of Eugene, ?? Federal, State, Schools

Call public agencies for annual report on location, acreage, and plan designation of surplused public land.

The housing starts by structure type (housing mix) for select Lane County cities.

Check city websites or www.city‐ data.com for building permit info; housing mix and number of units. web

The length of miles traveld by vehicle per trip as used in the TSP; can help assess whether transit corridor strategies are working. The type (or mode) of transportation used for trips including motor vehicle and non‐motor vehicle as used in the TSP; calculate within specified areas such as a key transit corridor. The amount of persons riding LTD as used in the TSP; calculate within specififed areas such as a key transit corridor. Where residents of Eugene and Lane County live and work, both inside and outside of Eugene, as used in the TSP. Are efficiency The number of new lots and dwelling units Chapter 9 measures successfully created in R‐1 where the lot only has frontage on working to increase an alley. expected single‐family homes through alley access lots and secondary dwelling units?

Who Collects it

Collect the number of vehicle and bicycle (short and long term) parking spaces that are required, both the minimum and the BP maxium, and the number proposed on the site, for multi‐ family, commercial and industrial development. Collect the existing improvement value of the lot being developed. BP

The amount and location of land that has been officially surplused by a public agency such as EWEB, City of Eugene, Lane Co, or the school districts.

The median and average sales cost, median homeowner value, median gross monthly rent, median household income and % of cost burden for select Lane County cities.

When is it Collected

How is it When Reported/ is it Integrated How will it available From be Reported

Collect single‐family & condo costs and income from census and RMLS. Collect rental cost data from census. TSP method TBD

TSP method TBD

At land division, the number of new alley access lots created in R‐ 1 where the lot only has frontage on an alley, based on a recorded LUAPP plat.

Final parition Planning and Specialist subdivision

Monitoring Program Appendices ACTION PLAN

Category

Data

Corresponding Question

Description

Definition Source Chapter 9

E F F I C I E N C Y

Secondary dwelling units

Land Acquistion Program & development

Are efficiency measures successfully working to increase expected single‐family homes through alley access lots and secondary dwelling units?

The number of new secondary dwelling units built Chapter 9 in R‐1 zoning. A secondary dwelling units (SDUs) is a dwelling unit that is located on the same parcel as a primary one‐family dwelling that is clearly subordinate to the primary one‐family dwelling, whether a part of the same structure as the primary one‐family dwelling or a detached dwelling unit on the same lot. The number of sites, units and building square footage in the program that acquires land for future affordable housing development.

Methodology

Source for Collection

3/14/2014

The number of controlled income and rent units built that were over the maximum allowed in the zone.

Area Planning development Key Commercial Corridors & Core Commercial Areas development

(need to complete)

Who Collects it

How is it collected

At building permit, the number of BP dwelling units built on alley access lots in R‐1.

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

Housing Finance Analyst

spreadsheet as needed CD Report (or GIS?)

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

BP Issuance

Land Use Analyst

Aptwin field as needed

Aptwin Report

Collect the following information into a GIS layer: The number of acres and total real market value that is in the program; and The number of acres awarded to CD developers and number of low income units anticipated to be completed on the site.

A GIS layer automatically flags a lot at LUAPP/BP if it is a land aqcuisition site to collect the LUAPP info, amount of new units and new square footage added. The number of low income units BP built will need to be tied back to the number of units previously anticipated to be completed on the site.

Controlled income & rent units

When is it Collected

How is it When Reported/ is it Integrated How will it available From be Reported

Collect the number of controlled income and rent units proposed BP that exceed the maximum density allowed in the zone.

Upon purchase of site, and at Housing Policy Board approval of award

(need to complete)

Monitoring Program Appendices ACTION PLAN

Category

Data MUPTE program & development

E F F I C I E N C Y M E A S U R E S

3/14/2014

Corresponding Question

Description

The number of sites in the program and the Are efficiency amount of new units and building square footage measures built. (investments) successfully working to create multi‐family homes through redevelopment activity?

Definition Source

Methodology

Source for Collection

Are efficiency The number of sites in the program and the measures amount of new units and building square footage (investments) built. successfully working to create multi‐family homes through redevelopment activity?

Collect the number of units approved by Council for the tax exemption into a GIS layer. CD

A GIS layer automatically flags a lot at LUAPP/BP if it is a Verticle Housing site to collect the LUAPP BP info, the amount of new units and new square footage added.

Opportunity Are efficiency Siting program measures (investments) & development

The number of sites in the program and the amount of new units and building square footage built.

Council approval

Loan Analyst

spreadsheet as needed CD Report

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

Council approval or Loan Analyst July 1 of next year

as needed

Aptwin Report

spreadsheet as needed CD Report

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

A GIS layer automatically flags a lot at BP if it is within an Opportunity Siting area to collect BP the amount of new units and new square footage added. Are efficiency The number sites in the program, the amount of measures successfully new square footage and jobs capacity built, and working to create the amount of money invested on these sites. industrial jobs?

How is it collected

Collect the number and acres of new Opportunity areas/sites in progress into a GIS layer.

successfully working to create multi‐family homes through redevelopment activity?

Brownfield program & development

Who Collects it

Collect the sites and number of units approved by Council for the tax exemption into a GIS layer.

A GIS layer automatically flags a lot at LUAPP/BP if it is a MUPTE site to collect the LUAPP info, the BP amount of new units and new square footage added.

Vertical housing program & development

When is it Collected

How is it When Reported/ is it Integrated How will it available From be Reported

Collect the sites and number of units approved by Council for this program into a GIS layer.

Monitoring Program Appendices ACTION PLAN

Category

E F F I C I E N C Y M E A S U R E S

Data

Tax increment financing program & development

Development loans/incentive s program & development

Corresponding Question

Are efficiency The number sites in the program, the amount of measures new square footage and jobs capacity built, and (investments) the amount of money invested on these sites. successfully working to create multi‐family Are efficiency measures (expanding flexibility and providing investments) successfully working to create commercial jobs? The number sites in the program, the amount of Are efficiency measures (expanding new square footage and jobs capacity built, and the amount of money invested on these sites. flexibility and providing investments) successfully working to create commercial jobs?

The number sites in the program, the amount of Enterprise zone Are efficiency measures (expanding new square footage and jobs capacity built, and program & the amount of money invested on these sites. flexibility and development providing investments) successfully working to create commercial jobs?

3/14/2014

Description

Definition Source

Methodology

Source for Collection

A GIS layer automatically flags a lot at LUAPP/BP if it is a brownfield remediation site to collect the LUAPP info, the BP amount of new units and new square footage added. An average EPA is assigned to the new square footage to estimate new job capacity Collect the sites and number of units approved by Council for CD this program into a GIS layer.

A GIS layer automatically flags a lot at LUAPP/BP if it is within a tax increment financing area to collect the LUAPP info, the BP amount of new units and new square footage added. An average EPA is assigned to the new square footage to estimate new job capacity Collect the sites and number of units approved by Council for this program into a GIS layer.

When is it Collected

Who Collects it

How is it collected

How is it When Reported/ is it Integrated How will it available From be Reported

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

A GIS layer automatically flags a lot at LUAPP/BP if it is within a development loan and incentives area to collect the LUAPP info, BP the amount of new square footage added. An average EPA is assigned to the new square footage to estimate new job capacity Collect the sites and number of units approved by Council for this program into a GIS layer. CD

Monitoring Program Appendices ACTION PLAN

Category

E F F I C I E N C Y M E A S U R E S

Data

Description

Definition Source

Methodology

Source for Collection

A GIS layer automatically flags a lot at LUAPP/BP if it is within an enterprise zone to collect the LUAPP info, the amount of new BP square footage added. An average EPA is assigned to the new square footage to estimate new job capacity. The number sites in the program, the amount of E‐commerce Are efficiency zone program measures (expanding new square footage and jobs capacity built, and flexibility and the amount of money invested on these sites. & development idi

Industrial Parcel Assembly

Are efficiency (need to complete) measures successfully working to create industrial jobs?

Collect the sites and number of units approved by Council for this program into a GIS layer.

When is it Collected

Who Collects it

How is it collected

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

BP Issuance

Automatic (GIS)

Automatic Aptwin check box

as needed

Aptwin Report

BP Issuance

SDC Reviewers Aptwin Field as needed

Aptwin Report

Pre‐ application submittal

Permit Intake

A GIS layer automatically flags a lot at LUAPP/BP if it is within an E‐ commerce zone to collect the LUAPP info, the amount of new BP square footage added. An average EPA is assigned to the new square footage to estimate new job capacity.

SDC credit adjustment by type (green building, small homes, low income housing, etc.) including measures the number of jobs/units built that received an (investments) successfully working SDC credit and the amount of credit received. to create multi‐family homes through redevelopment activity? Are efficiency measures (expanding flexibility and providing investments) successfully working to create commercial jobs?

Collect the amount of SDC credit adjustment received by adjustment type (green building, small homes, low income housing, etc.). Calculate the number of units, square footage, and estimated number of jobs (through average EPA) that received the adjusted BP credit.

The number of no‐cost pre‐application meetings Are efficiency provided (such as through the Opportunity Siting measures Program) (investments) successfully working to create multi‐family homes through redevelopment activity?

Collect if a pre‐application meeting occurred at no cost by adjustment type (green building, opportunity siting, etc.).

SDC's adjusted Are efficiency

No‐cost pre‐ application meetings

3/14/2014

Corresponding Question

How is it When Reported/ is it Integrated How will it available From be Reported

Site Track

Site Track Field

as needed

Site Track Report

Monitoring Program Appendices ACTION PLAN

Category

Data

Corresponding Question

Key Sources for Collection: BP = Building Permit LUAPP= Land Use Application

Description

Who Collects: Planning=Planning Division CD=Community Development

Definition Source

Methodology

Source for Collection

When is it Collected

Who Collects it

How is it collected

How is it When Reported/ is it Integrated How will it available From be Reported

How is it collected: Aptwin = City's building permit database Ontrack = City's land use application database Site Track = City's miscellaneous site tracking database

Text bolded and in italic are questions to be confirmed still

3/14/2014

Work In Progress

Monitoring Program Appendices ACTION PLAN

Appendix G

Data Definitions & Relevance Definition: Definition of the data type or set being collected Importance: Key question or description of why it is important to monitor Linked Data: Other data being collected that there is a strong link or connection to this data General Annual Population Estimate Definition: PSU's annual certified population estimate for Eugene. Includes everything within Eugene's UGB. Importance: Is the actual population in line with the 20‐year population forecast? Linked Data: Acres of vacant, partially vacant land Definition: The sum acreage of the two buildable land inventory categories of vacant and partially vacant land. The amount of vacant and partially vacant land with new development during a specific time period is deducted from each category resulting in a remaining buildable land inventory. Importance: How much of the buildable land inventory has been built on and how much remains? Linked Data: Location, plan designation, density Type of land developed Definition: The category that the land being developed is identified as within the Buildable Lands Inventory as mapped in GIS. Those categories are: Vacant‐ land with a vacant land use and $1,000 or less of improvement value Partially Vacant‐ Land with more than $1,000 of improvement value, meeting a minimum size threshold and which meets previously established criteria regarding sufficient land for additional development Developed‐ Land not already identified as vacant, partially vacant, committed or protected, or newly developed land with a developed land use or over $1,000 of improvement value. Redevelopment‐ Redevelopment capacity is derived from new development on Developed land that adds more dwelling units or employment building square footage than was there before. For residential development, a development that removes one dwelling unit and adds another is not considered redevelopment because there is no net gain in dwelling units. Importance: How much of the buildable land inventory has been built on and how much remains? Related Data: Location, plan designation, density Etc.

Draft Data Definitions & Relevance‐ March 13, 2014

Monitoring Program Appendices ACTION PLAN

Appendix H

[Range Variations for Quantitative Data ‐ Placeholder]