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HomeMy WebLinkAboutItem 18 Safe Harbor Approach to Complying with the Coordinated Population Forecast Obligations Arising from the City's Duties Under House Bill 3337 Meeting Date: Meeting Type: Department: May 19,2008 Regular Development ServIces Office of City Attorney Greg MottlBill Grile Bill Van Vactor/Joe~ Leahy 726-3774/726-3619 746-9621 15 Minutes AGENDA ITEM SUMMARY SPRINGFIELD CITY COUNCIL Staff Contact: Staff Phone No: ITEM TITLE: Estimated Time: ACTION REQUESTED: SAFE HARBOR APPROACH TO COMPLYING WITH THE COORDINATED POPULATION FORECAST OBLIGATIONS ARISING FROM THE CITY'S DUTIES UNDER HOUSE BILL 3337. Authorize staff to pursue the Safe Harbor approach (ORS 195.034) to comply with City's coordinated population forecast obligations under House Bill 3337; and, initiate a post acknowledgment plan amendment of the Metro Plan to adopt these, ' new figures. ISSUE STATEMENT: Whether to authorize staff to pursue Safe Harbor procedure for required new population projection and subsequent adoption into the Metro Plan. ATTACHMENTS: DISCUSSION/ FINANCIAL IMPACT: 1) Council Briefing Memorandum 2) ORS 197.304 (House Bill 3337) 3) April 2nd letter to Chair Faye Stewart, Chair of the Board of County Commissioners, from Mayor Leiken 4) Letter from DLCD to Faye Stewart, dated April 28, 2008 5) Resolution adopted by the Board of County 80m.missioners on April 30, 2008 6) ORS 195.034, Alternate Population Forecast (Safe Harbor) 7) Adopted LCOG population 8) Proposed LCOG projection 9) Safe Harbor Calculation 10) EcoNorthwest Residential Lands Needs Analysis Springfield staff has been diligently pursuing the tasks necessary to fulfill the requirements ofHB 3337. Section 10fthe new law requires establishment of separate urban growth boundaries for Eugene and Springfield. One step in the process leading to the adoption of the new urban growth boundary is the preparation of a coordinated population forecast as provided in OAR 660-024-0030. The development of the population forecast is included in the Development Service Department's 09 work program. The City Council may recall that in October 2007 EcoNorthwest, as part of a Preliminary Residential Lands Need Analysis, described three possible growth scenarios at 1.3,% 1.7% and 2.1 % (Page 2, Attachment 10). At that time the Council expressed a preference for a growth rate of 1.7% which results in'a 2030 population of 85,521. The Safe Harbor approach results in a 2030 population of 80,843. When balancing the risk and time frame involved in preparing a new forecast rather than using a Safe Harbor approach, staff strongly recommends a Safe Harbor. See discussion in Council Briefmg Memorandum. It is our understanding that City of Eugene staff will soon discuss whether to implement the Safe Harbor approach with the Eugene City Council. MEMORANDUM City of Springfield Date: May 15,2008 To: Gino Grimaldi COUNCIL BRIEFING MEMORANDUM Subject: Bill Van VactorlGreg Mott Population Forecast From: ISSUE: Authorize staff to pursue Safe Harbor procedure for required new population projection and subsequent adoption into the Metro Plan. BACKGROUND: During 2007 LCOG (at the request of several cities) processed a coordinated Lane County population forecast that slightly increased the total for several of the 12 cities in Lane County. At the same time, towards the end of 2007, the Board of County Commissioners began considering the option of having the County assume the responsibility of coordinated population projections in lieu of LCOG. At a proceeding before the Board of County Commissioners to consider these issues the Mayor of Springfield informed the Board of County Commissioners of the requirements ofHB 3337, and of the Safe Harbor approach (ORS 195.034). The Mayor pointed out this approach would have minimal impact or cost to Lane County (Attachment 3). Safe harbor simply extends the existing projection to the new later date or projects the urban share of the county, as determined by the State Office of Economic Analysis, will remain constant to the new later date. On April 28th the Department of Land Conservation and Development (DLCD) sent a letter to the Board of County Commissioners encouraging them to adopt LCOG's coordinated forecast (Attachment 4). However, on April 30, 2008 the Board of County Commissioners rejected LCOG's population forecast and indicated that it would assume responsibility for preparation of coordinated population forecasts and would do so as part of the next periodic review process (Attachment 5). 'At this point in time Springfield staff is aware that the periodic review process is not yet scheduled; that new rules may eliminate the requirement for counties to undergo periodic review; and in either case, is not sure that waiting for the county to undertake periodic review would comply with the City's required schedule for implementation ofHB 3337. Fortunately, there are alternative methods to develop a coordinated population forecast and the most direct method is "Safe Harbor." Under ORS 195.034 (Attachment 2) there are several predicates to the successful use of the Safe Harbor approach. First, the existing coordinated forecast must be more than 10 years old when the City initiates an evaluation or amendment of its urban growth boundary. In our particular circumstance the forecast used by Lane County and Springfield was prepared by LCOG in 1995, and therefore that requirement is met. Additionally, this 1995 forecast was fora single metropolitan UGB and not for the respective UGB's mandated by HB 3337. The city has contracted with ECONorthwest to prepare our residential, commercial and industrial buildable lands analysis. This analysis requires a population projection for at least a 20 year period beginning with the initiation of the analysis. Consistent with this need, and with the provisions ofORS 195.034, ECONorthwest has performed the calculations d~scribed in the statute. A copy of the adopted'LCOG population, proposed LCOG projections and the Safe Harbor calculation is, attached (Attachments 7, 8 & 9 respectively). The statute also provides that if Lane County does not take action on the City's proposed forecast within 6 months, the City may adopt the coordinated forecast with notice to the other local governments in the County. The City needs to include the adopted forecast in the Comprehensive Plan as part of the post acknowledgment plan amenqrnent (PAP A) process. If all of those predicates are met, then the forecast is deemed to satisfy the requirements of statewide land use planning goal 14 relating to urbanization to establish a coordinated 20 year population forecast for Springfield's urban area. The City may then rely on its forecast as the appropriate basis upon which the City and County will con~uct the evaluation of the City's urban growth boundary. Attachment 1, Page 1 It is therefore our request that the City Council provide direction to staff to follow the process in ORS 195.034 (Safe Harbor) to determine the coordinated population forecast and initiate the subsequent and necessary amendment to the Metro Plan. RECOMMENDED ACTION: Authorize staff to pursue the Safe Harbor approach (ORS 195.034) to comply with City's coordinated population forecast obligations under House Bill 3337; and, initiate a post acknowledgment plan amendment of the Metro Plan to adopt these new figures. Attachment 1, Page 2 Chapt~r 197 - Comprehensive Land Use Planning Coordination Page 1 of 1 197.304 Lane County accommodation of needed housing'- (1) Notwithstanding an intergovernmental agreement pursuant to ORS 190.003 to 190.130 or acknowledged comprehensive plan provisions to the contrary,'a city within Lane County that has a population of 50,000 or more within its boundaries shall meet its obligation under ORS 197.295 to 197.314 separately from any other city within Lane County. The city shall, separately from any other city: (a) Establish an urban growth bOWldary, consistent with the jurisdictional area of responsibility specified in the acknowledged comprehensive plan; and (b) Demonstrate, as required by ORS 197.296, that its comprehensive plan provides sufficient buildable lands within an urban growth boundary established pursuant to statewide , planiling goals to accommodate estimated housing needs for 20 years. ' (2) Except as 'provided in subsection (1) -of this sectio~ this section does not alter or affect an intergovernmental agreement pursuant to ORS 190.003 to 190'.130 or acknowledged comprehensive plan provisions' adopted by Lane County or local governments in Lane' County. [2007 c.650 S2] ATTACHMENT ;;L http://www.leg.state.or.us/ors/197 .html 5/6/2008 ,~ ~ 225 FIFTH STREET SPRINGFIELD, OR 97477 (541) 726-3700 FAX (541) 726-2363 April 2, 2008 , Chair Faye Stewart , Lane County Board of County ,Commissioners 125 East 8th Avenue ' Eugene, OR 97401 RE: Coordinated Population Forecast for the Springfield Urban Area Dear Chair Stewart and Members of the Lane County Board of Commissioners: House Bill 3337 (2007 Session) requires Eugene and Springfield to establish their own Urban Growth Boundaries and demonstrate that their Comprehensive Plan provides sufficient, buildable lands. In addition the law provides that in order to commence compliance with the requirements of this law the inventory,' analysis and determination is ,to be made within two years of the effective date of the act Pursuant to this Legislative direction Springfield has been developing work tasks necessary to meet our new requirements. We have'been following the gUidance provided by LCDC in its Administrative Rule, OAR 660 Division 24, Urban Growth Boundaries. One of the tasks identified in the rule is the need for Springfield to work with Lane County to develop a coordin~ted population forecast for Springfield's Urban Area. The good news is that the 2007 Legislature also passed House Bill 3436 (now codified in ORS 195.034) which modifies the requirement for the population forecast "safe harbor rule." The law provides that a Oty and County may rely upOn a population , forecast prepared by the Office of Economic Analysis, and if the share of Urban Area population remains the same, the forecast is deemed to satisfy the statewide land use planning goals.. What this, all means in a practical sense is that we will need to work with your staff in disaggregating the Urban Growth Boundary Population Forecast currently used in the' Metro Area and follow the safe harbor provisions of ORS 195.034. Our expectation is ' that this should have only a minimal impact on your staff workload. When we became aware of this Report/population Forecast Projection Agenda ,Item we felt it was important to give you a heads up that this task woulp be ,coming to you soon. ATTACHMENT .3/. p~ I of 2- . Faye Stewart April 2, 2008 Page 2 If you have any questions, please do not hesitate to contact Greg Mott, Planning Manager, at 726-3n4. Copies of ORS 197.304 and 195.034 are attached. Sincerely yours, ~ .~fL- cc: Mayor. Piercy Angel Jones, Interim CitY Manager Jeff Spartz, County Administrator N:\City\PIanning Zoning\HB 3337\Ur tD stewart and ~doc ATTACHMENT ~ ,; P'9'-2- of 2-- regon Department of Land Conservation and Development 635 Capitol Street NE, Suite 150 Salem, Oregon 97301-2524 Phone: (503) 373-0050 First Floor/Costal Fax: (503) 378-6033 Second Floor/Director's Office: (503) 378-5518 Web Address: http://www.oregon.gov /LCD Theodore R. Kulongoskt Governor April 28, 2008 Faye, Stewart, Chair Lane County Board of Commissioners 125 East 8th Avenue Eugene, Oregon 9740 1 ~ - SENT VIA E-MAIL RE: Coordinated population forecasts This department has provided several letters of comment to Lane County and the Lane Council of Govemments (LCOG) regarding population forecasts for the county. The intent of our involvement has been and continues to be to provide technical assistance to help complete the project, and to try to point out areas and issues where we're concerned the process or content may be vulnerable. We have, however, not been forthcoming enough with what we believe has been done well. or with describing suitable options. We hope to remedy that, at least some, with this letter. Overall Responsibilitv Statute and administrative rule make the county responsible for preparing population forecasts for the county as a whole and for each urban area within the county. An administrative rule that became effective in 2007 makes it clear that the forecasts must be included in the comprehensive plan or in a document referenced by the plan, and adopted using the procedures for amending the comprehensive plan (OAR 660-024-0030). ' Furthermore, the forecasts must be "coordinated." This means that '~he needs of all levels of governments, semipublic and private agencies and the citizens of oregon have been considered and accommodated as much as possible" (ORS 197.015(5)). Pounlation Forecast Coordination in Lane County It is our understanding that the population forecast coordination function has been carried out by LCOG for many years. This coordinative function is expressly allowed in ORS 195.025; that statute has not been amended recently, and the administrative rule on forecasts does not change that in any way. The practice ofLCOG board adoption of the coordinated forecasts is no longer adequate, however, so consideration and adoption by the board of commissioners is appropriate and necessary. It is also our understanding that forecasts have recently been coordinated by LCOG with all the cities in the county. Those forecasts are the subject 'of our earlier comments. Please note we have not, in any of our comments, suggested that LCOG' s coordination of the forec~sts has been inadequate. WebeIieve the coordination that LeOa perfonned, in ATTACHMENT~. \ cf 2- Lane County Board of Commissioners -2- April 28, 2008 sometimes difficult circumstances, and resulting in a product agreed upon by each city, has been excellent. We do not contend coordination needs to be done again. Forecasts An administrative rule provides some guidance on how to coinplete a forecast (OAR 660- 024-0030(2)). The forecast must be "developed using commonly accepted practices and standards for population forecasting used by professional practitioners in the field of demography or economics." Furthermore, it must'be "based on current, reliable and objective sources and verifiable factual information, such as the most recent long-range forecast for the county published by the Oregon Office of Economic Analysis (OEA)." Finally, the forecast "should not be held to an unreasonably high level of precision." OUf November 20~ 2007, letter to LCOG states: "We believe the county has the option of forecasting the county population and allocating it to the cities..." We reiterate that comment here, except that our reference to "cities" should instead be to "urban areas" (i.e., the areas within urban growth boundaries). WebeIieve that the statute and rule allow a county to prepare one forecast that is "developed using commonly accepted practices and standards," for the county as a whole, and then coordinate with affected local governments to determine where that population shoutd go. The LCOG "high" forecast for the entire county does not precisely equal the OBA forecast, but we believe that it is within a reasonable level of precision, so it would satisfy the rule. This method has not been tested in the Land Use Board of Appeals or a higher court, but other counties have used it and gained acknowledgment. Conclusions Several cities in Lane County have pressing planning needs that await a county decision on population forecasts. We urge the county to proceed with consideration and adoption of an amendment to the comprehensive plan to include coordinated population forecasts for the entire county and for each urban area in the county, as outlined in this lettet. We don't believe you need to change any of the forecasts as currently proposed, but we suggest the explanation and findings be worded to reflect the basis for the forecasts as described above, assuming the county chooses to adopt these forecasts into its comprehensive plan. ' Yours truly, Rob Hallyburton Rob Hallyburton Acting Deputy Director 1:\., .Lane\P AP As\Proposals\2007\Lanc County 011-07 Population\Lane Co 011-07 BOC letter 4-28-08.doc cc: Lane County (Laird, Howe, V orhes) Cities (Connelly, Spies, Muir, Orile) LCOG (Kent, Swank) DLCD (Moore, Nichols, Gardiner, file) ATTACHMENT -lj" Poe;<- ~ of- d- LANE COUNTY PUBLIC SERVICE BUILDING, 125 EAST 8TH AVENUE, EUGENE, OR 97401/(541) 682-4203/FAX (541) 682-4616 May 6, 2008 WD caJjp/08025/T Mayor and City Councilors City of Springfield 225 North 5th Springfield, OR 97477 To the Mayors and City Council Members of Cities in Lane County: Enclosed you will find the recently adopted Lane County Board Resolution (08-4-30-12) relating to population forecasts prepared by Lane Council of Governments (LCGG) for consideration by Lane County under ORS 195.036. The Resolution was adopted in response to requests by cities to update the previously adopted population forecasts. Some of the outcomes in the Board Resolution were that: The LCOG forecast will no longer be used; At the next periodic review of the Lane County Comprehensive Plan the Board intends to conduct a population forecast; Requests may be made to the Board to conduct a forecast study earlier than the next Lane County Comprehensive Plan review if the request is consistent with Lane Code 16.400(9). The intent of the Resolution is to address population forecasts in the next periodic review and allow for requests to prepare forecasts earlier as Special Purpose Plan amendments to incorporate updated population projections. I expect that the Board may discuss developing additional guidelines and criteria for evaluating individual requests for population forecasts that are made before the next periodic review of the Lane County Comprehensive Plan. Sincerely, ~~c3: fed ~~z 6 Lane County Administrator ATTACHMEJ ~T 5 - PAGE 1 pj\.SSr.:.G BEFORE THE BOARD OF COUNTY COMMISSIONERS OF LANE COUNTY, 'OREGON . RESOLUTION NO. 08-4-30-12 ) IN THE MATTER OF ADOPTING A NEW ) POPULATION FORECAST FOR LANE ) COUNTY WHEREAS~ Lane Council of Governments (LCOG) has prepared a population forecast for Lane County; and WHEREAS, LCOG and certain cities have petitioned the Board of County Commissioners (Board) to adopt the LCOG population forecast into the Lane County Comprehensive Plan; and WHEREAS, the preparation of the LCOG forecast followed a process, and resulted in conclusions, that are not necessarily the same as may have occurred if the Board had initiated its own forecast; and WHEREAS, concerned citizens and consulting demographers Winterbrook Planning and ECONorthwest have provided' letters and testimony stating that in their opinion, the LCOG forecast is not legally defensible; and WHEREAS, the Board has reservations that the LCOG forecast can be made legally defensible, and does not wish to assume responsibiJity for a forecast performed by a different entity, under a different process than the Board may have followed; and. WHEREAS, under ORS 195.036, Lane County has a statutory obligation, during the next periOdic review of its comprehensive plan, to prepare and adopt a population ' forecast for the County and all the urban areas therein: and , , WHEREAS, ORS 195.034 (HB 3436) provides an alternate population forecasting method that cities may use prior to the Board adopting a' population forecast; and WHEREAS, the practical effect upon the cities of the application of ORS 195.034 does not appear to the Board to be materially different than if a Safe Harbor forecast were adopted under OAR 660-024-0030(4); and WHEREAS, Lane. Code 16.400(3)(b) provides that comprehensive plan components addressing a single or special need, such as population forecasts, are deemed "Special Purpose Plans";, and WHEREAS, Lane'Code 16.400(9) provides that "amendments to Special Purpose Plans may only be initiated by the County", but others "may request the Board initiate such amendment"; and ATTACHMEJ ~T 5 - PAGE 2 WHEREAS, Lane Code 16.400(9) further provides that requests for Special Purpose Plan amendments "must set forth compelling reasons as to why the amendment should be considered at this time, rather than in conjunction with a periodic Plan update"; and WHEREAS, Lane Code 16.400(9) further provides that "an offer to participate in oosts incurred" by the County shall accompany the request" for a Special Purpose Plan .. amendment; and WHEREAS, the Board received a' request dated February 4, 2008,from ten Lane County cities to initiate a population forecast; however, the - request' did not comply with all the requirements of Lane Code 16.400(9). RESOLVED, that the LCOG forecast shall not be used, as the basis for.any future forecast; and FURTHER RESOLVED, that the Board intends to conduct a population forecast at the next periodic review of the Lane County Comprehensive Plan; and FURTHER RESOLVED, that the Board will entertain requests to conduct a forecast earlier than the ne~ periodic review of the Comprehensive Plan, provided such requests comply with the requirements of Lane Code 16.400(9); and FURTHER RESOLVED, that .the County Administrator deliver a letter to all Lane County cities advising them of the foregoing. Adopted this 30th day of April . 2008. BOARD OF COUNTY COMMISSIONERS OF LANE COUNTY, OREGON By: ~~..2f.. ;I- ATTACHMEl ~T 5 - PAGE 3 ,Chapter 195 - Local Government Planning Coordination Page 1 of 1 195.034 Alternate population forecast. (1) lfthe coordinating body under ORS 195.025 (1) has adopted, within 10 years before a city initiates an evaluation or amendment of the city's urban growth boundary, a population forecast as required by ORS 195.036 that no longer provides a 20~year forecast for an urban area, a city may propose a revised 20-year forecast for its urban area by extending the coordinating body's current urban area forecast to a 20-year period using the same growth trend for the urban area assumed in the coordinating body's current adopted forecast. ' (2) If the coordinating body has not adopted a forecast as required by ORS 195.036 or if the current forecast was adopted more than 10 years before the city initiates an evaluation or aniendment of the city's urban growth boundary, a city may propose a 20-year forecast for its urban area by: (a) Basing the proposed forecast on the population forecast prepared by the Office of Economic Analysi~ for the, county for a 20-year period that commences when the city ~tiates the evaluation or amendment of the city's urban growth boundary; and l b) Assuming that the urban area's .share for the forecasted county population de~ined in paragraph (a) of this subsection will be the same as the urban area's current share of the county population based on the most recent certified population estimates from Portland State University and the mostrecent data for the urban area published 'by the United States Census Bureau. (3)(a) lfthe coordinating body does not take action on the city's proposed forecast for the urban area under subsection (1) or (2) of this section within six months after the city's written request for adoption of the forecast, the city may adopt the extended forecast if: (A) The city provides notice to the other local governments in the county; and (B) The city includes the adopted forecast in the comprehensive plan:, or a document included in the plan by reference, in compliance with the applicable requirements of ORS 19};{)10 to 197.650. (b) If the extended forecast is adopted under paragraph (a) of this subsection consistent with the requirements of subsection (1) or (2) of this section: (A) The forecast is deemed to satisfy the requirements of a statewide land use planning goal reiating to urbanization to establish a coordinated 20-year population forecast for the urban area; and ' (B) The city may rely on the population forecast as an appropriate basis upon which the city and county may conduct the evaluation or amendment of the city's urban growth boundary. (4) The process for establishing a population forecast provided in this section is in addition to and not in lieu of a process established by goal and rule of the Land Conservation and Development Commission. [2007 c.689 91] ATTACHMENT LP hffon./lururul1PfT ~Qtp'nT' llcdnT'rJll 0" 'h,,",",1 11'1/'')(\(\0 Lane County Coordinated Population Projections , Adopted February 24, 2005 ~,~~~!~,tion Allocatl~t1 for Urban Growth Boundary Areas in Lane Count with Percent of For~casted County Population ' 1990 282,912 190,180 763 7,950 3,176 1.081 6,334 4,596 785 3,207 _ 2,519 278 62,043 282,912 2000 322,977 222,503 969 8,890 3,9091,241 8,751 5,858 880 3,270 2,762 280 63,664 322,977 2004 333,350 231,420 1,050 9,450 4,440 1,300 9,310 6,000 900 3,780 3,660 330 61,710 333,350 2025 390,251 410.790 431,330 297,500 3,300 12,500 7,300 1,800 15,600 8,500 1,500 4,000 5,200 400 56,500 414,100 2030 410,362 ..~~~,960 453,558 314,700 4,200 13,400 8,000 2,000 17,200" ,_ ~~~o? " \7?? _"', , , ~,~,~~~ 5.600 410 56,000 437,060 1990 67.2% 0,3% 2.8% 1.1% 0.4% 2.2% 1.6% 0.3% 1 1% 0.9% 0.1% 21.9% 2000 68.9% 0.3% 2.8% 1,2o/~ 0.4% 2.7% 1.8% 0.3% 1,0% 0.9% 0.1% 19,7% 2004 69.4% 0.3% 2.8% 1.3% 0.4% 2.8% 1.8% 0.3% 1.1% 1.1% 0.1% 18.5% 2025 72.4% 0.8% 3.0% 1.8% 0.4% 3.8% 2.1% 0.4% 1.0% 1.3% 0.1% 13.8% 2030 72.9% 1.0% 3.1% 1.9% 0.5% 4.0% 2.3% 0.4% 0.9% - 1.3% 0.1% 13,0% 1990 and 2000 population figures are based on Census data, 2004 county figures are population estimates produced by the Population Research Center at PSU. 2004 UGB estimates are based on 2004 PSU city estimates and estimates of population outside cities inside UGBs If applicable, .. Junction City population projection will be affected by prison construction although timing Is not known. Once prison construction moves forward, the projections will be modified. > ""'3 '~ ~ ~ .~ Z 1-3 .J / ~()) Appendix A Population Forecasts for Urban Growth Boundary Areas in Lane County November, 2007 ~ ~ o f:L1 ~ ~ 2006 City 2004 City 2004 UGB 2004 UGB Growth Rates 2030 UGB Updated 2030 2035 2030 UGB I 2035 UGf:l Certified Certified Adopted Outside 15 Year 5 Year Adop1ed 15 Year 5 Year 15 Year 5 Year Pro~.2.~ed 1--. Population Population Population City Trend Trend Po ulation - Euaene 148595 -, 1---- 144,640 -- Springfield 57065 55,350 .,-.--- -- - - - Eug/Spr 205,660 199,990 231,420 31 ,430. 1.270% 0.925% 314,700 320,589 295,353 341,474 309.267 314,700 335,198 Cobura 1075 1,050 1,050 0 1.888% 1.639% 4,200 _._-~ 1,588 1.849 1.723 4,200 4,200 ---. Q2!!.~ge Grove 9275 9,010 9,450 440 1.257% 1. 150% 13,400 13,122 12,785 13,957 13,537 -- 13,400 13,9~I Creswell 4500 4,120 4,440 320 2.394% 2.862% 8,000 8,509 9,491 9,5n 10,929 8,509 9,~rr Dunes Cltv .'-1"345 1,300 1,300 0 0.736% 0.985% 2,000 1,604 1,702 1,664 1,787 2.000 2,000 Florence 8270 7,830 9,310 .. 1,480 1.862% 1.605% 17,200 15,185 14.,291 16.652 15,47~ 17,200 18.862 Junc.tion City , 4965 4,910 6,000 1.090 1.634% 0.869% 9,800 ' 8.934 7}452 9,688 7,781 9,800 10.627 Lowell 955 900 900 0 0.83t % 1.600% 1,700 1,097 11.279 1,129 1,359 2,823 3.538 - - Oakridge '----- 3680 3,680 3,780 100 1.106% 0.068% _4,050 4.946 3.860 5.225 3,873 ' 4,946 5,225 Veneta 4240 3,660 3,660 -Q 1.545% 3.622% 5,600 6,125 9,960 6,613 11 ,899 9,960 11,899 Westfir ~~I-' 330 330 0 1.115% O. ~84% 410 437 350 462 353 410 433 Outside' UGBs - 56,000 95415 9..?570 61,710 _-34,860 56,900 , 56,000 56,000 56,000 56,000 56,000 Total Cities 244,300 236,780 271,640 34.860 - 381,O6~ 382,232 35~, 111 408,290 377,983 387 ,94~ ,_315,516 -'--'- - Total Forecast 339,715 _~?3,350 333,350 437,060 438,232 414,111 464,290 433,983 443,948 471,516 OEA Forecast 431,960 430,454 430,454 451.038 451,038 431 .960 451,038 ~.{+5%) -- .. , '453,558 ~~ ,451,977 473.590 473,590 453,~58 47~2gQ Low(~5%j 410,362 408,931 4081931 428,486 , 428,486 410,362 428,486 Notes - 1 The orowth rates were computed u~lng 5 year and 15 yearregression trend analysis, 2001-2006 ~md 1991-2006 _~ __ --., 2 }he 2004 ad~.~ forecast was n2!..ch~nged unless change was reQ~ested by the City. I -. 3 The 2035 forecast uses 1he same rate choice as the 2030.1 I 4 The same rate that was used for the 2030 forecast was used for the 2035 forecast for each diY. --'-I-----, - 5 If the 2030 a~opted wal!...greater than the 15 year forecast, the 2030 adopted was selected for 2035. ..- 6 Lowell defined a 4.62%_growth,rate. I I _1-., I ' ____L-.----- 7 Florence, Juncllon CitY and Metro's 2035 forecasts were compute9_ by applying the 15 year rate !~ the 2004 adopted 2030 forecast. r r I I -1-. I L:\Research&Analysls\Coordinated Populatlon\Coordinated Population Revised 2007\FlnaIReport\FlnaIForecastsAppendixA.xls2l2212008 REVISED 4/29/2008 Source: OEA 2004 population forecast Year Oregon 2000 3~436/750 2005 3,618/~OO 2010 3,843,900 2015 4,095,708 2020 4,359,258 2025 4,626,015 2030 4,891,225 2035 ' 5,154,793 2040 5,425,408 Change 2005 to 2030 Amount 1,273,025 % Change 35% AAGR 1.2% Lane County 323,950 333,855 347,494 365,639 387,574 ,409,159 430,454 451,038 471,511 96,599 29% 1.0% AAGR 2025-2030 1.12% 2030-2035 1.06% ::> ~ ~ C ~ ?i y 1,02% 0.94% This estimate uses the methods from ORS 195.034, assuming that the cities maintain the a stable share of the County's population. The County's population forecast is from the Oregon Office of Economic Analysis forecast issued In 2004. We extrapolated the County's forecast based on the growth rates In the OEA forecast. ~007 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Lane Springfield UGB Eugene County Population % of County Population % of coun~ 343,1406~A4S 1ft~%. .153,6go. '44.6% 409,159 76,844 18.8% 183,259 44.8% 413,332 77,627 18.8% 185,128 44.8% 417,548 78,419 18.8% 187,017 44.8% 421,806 79,2.19 18.8% 188,924 44.8% 426,108 80,027 18.8% 190,851 44.8% 430,454 80,843 18.8% 192,798 44.8% 434,495 81,602 18.8% 194,607 44.8% 438,573 82,368 18.8% 196,434 44.8% 442,689 83,141 18.8% 198,277 44.8% 446,844 83,921 18.8% 200,138 44.8% 451,038 84,709 18.8% 202,017 44.8% S~tiri~fleld CItY tutiits ij,lffetf!Hte bf:!t:WE!~n pOPJd,aUp!j 0.(0 of C()ul1q;,.tity limits and tJQ,a. " ,~1J3~O , 16.1%' ' " l.~12S 6a,34S Hi.7% ' BAgs 69,Q45 1~.t% a,5~? ~9,749 l~.tllJo 8,61b 70A61. l~.7% a,isB !i,t~O H~,1% 8,847 7iA95. 16.7% a,~:l:~a n~58o. 16.70/0 9j022 1~,2.62 16.70/0 9,106 73,949, lE;;jofo 9,192- 741~4'~ ,16~10/0 ~,~1a : :7.$,rj.~4_ J~~l0/0-.. ~t~.6,S 2007 Is actual population from the Population Research Center at PSU fur Lane County and Eugene 200715 the actual population for SprIngfield (57,320) plus pOpulation In the UGA (6,478) 2007 population In the Springfield UGA is based on: 2592 du 2000 Census estimate of persons per HH (2.65 In SF and 2.26 In MF) Vacancy rate of 5% ECONorthwest ECONOMICS. FINANCE · PLANNING Phone. (541) 687-0051 FAX. (541) 344-0562 Info@eugene.econw.com Suite 400 99 W. 10th Avenue Eugene, Oregon 97401-3001 Other Offices Portland · (503) 222-6060 Seattle · (206) 622-2403 15 October 2007 TO: FROM: SUBJECT: Springfield Housing Stakeholder Committee Bob Parker and Beth Goodman PRELIMINARY RESULTS OF RESIDENTIAL LAND NEEDS ANALYSIS ECONorthwest is conducting housing needs analysis for the City of Springfield. The study is intended to comply with statewide planning policies that govern housing, including Goal 10 (Housing),ORS 197.296, and OAR 660 Division 8. The priInary goals of this study are to (1) project the amount of land needed to accommodate the city's future housing needs of all types, and (2) evaluate the existing residential land supply within the Springfield Urban Growth Boundary to determine if it is adequate to meet that need. BACKGROUND The City of Springfield has not conducted a housing needs analysis since the Eugene-Springfield Residential Lands and Housing Study was completed in 1999. In the six years since the study was completed, Springfield's population has increased by nearly 3,000 residents, an increase of more than 5% over the six-year period. The City of Springfield is interested in determining whether the City has sufficient land within-the Springfield Urban Growth Boundary (UGB)to accommodate expected future housing needs. To make this determination, this report presents a housing needs analysis consistent with requirements of Goal 14, ORS 197.296, and OAR 660-008. Additionally, the analysis considers the "safe harbor" provisions found in OAR 660-024. The primary product of the housing needs analysis is an estimate the number of residentially zoned acres that will be necessary to accommodate all types of housing for the next twenty years. The 2007 Legislature passed HB 3337 which allows Springfield to establish a separate UGB. Given that change, the City is conducting this study to evaluate the sufficiency of land available for residential uses in its UGB. A complicating factor is that the City does not have a coordinated population forecast. , PRELIMINARY FINDINGS The renlainder of this memorandum presents preliminary findings from the Housing Needs Analysis that ECO is in the process of drafting. The results presented here are based on a range of growth forecasts, preliminary land inventory data developed by the City, and the draft housing needs analysis complet~d by ECO. The data presented in this memorandum will be refined and will ultimately depend on the City's coordinated population forecast. ATTACHMENT \ (\ ~ ~ I cf q Preliminary Findings: Springfield Housing Needs Analysis 15 Oct 2007 Page 2 GROWTH FORECASTS, Prior to adopting the housing needs analysis, Springfield must have a population forecast to project expected population change over the 20-year planning period (in this instance, 2008- 2028). On February 24, 2005, the Lane Council of Governments (LeGG) adopted a coordinated population projection consistent with ORS 195.036. Lane County's forecast projected Springfield's population as part of the Eugene-Springfield joint UGB. In order to conduct a housing needs analysis, Springfield needs a population forecast for the Springfield portion of the Metro UGB (essentiaUy, everything in the UGB east of 1-5). Early in the project, ECO facilitated a series of discussions with the Stakeholder Committee about population. Because the City did not have a separate forecast, EeG recommended that a conservative figured be used for the initial needs analysis. Specifically, ECO proposed using the same rate assumption that LeOG used for the .Metro DGB: 1.31% annually. BCO acknowledged that the figure would probably underestimate growth in Springfield and that local decisionmakers would almost certainly argue for a higher rate if a separate growth forecast was adopted. Leoa is in the process of reviewing the regional population allocations. Staff requested ECO develop forecasts based on the following rate assumptions: 1.31 %, 1.7% and 2.1 %. As mentioned above, 1.31% is the growth rate assumption used for the Metro UGB in the adopted 2004 coordinated population estimate. The 1.7% figure is the average annual growth rate for Springfield between 1990 and 2006. The, 2.1 % figure is the growth rate for the city since 1970 as shown in the LCOa report, "Regional Trends, Data for Sound Decision Making," (2006). Table 1 summarizes historical and forecast population and employment in the Springfield City Limits. Table 1. Historical and forecast population and employment, Springfield City Limits, 2008-2058 Low Medium High Year (1.31%) (1.7%) (2.1%) 2006 57,065 57,065 57,065 2008 58,570 59,022 59A87 2025 73,074 78,608 84,695 2028 75,984 82,686 90,144 2030 77,988 85,521 93,970 Change 2008-2028 Number 17,414 23,664 Percent 30% 40% AAGR 1.31% 1.70% 30,657 52% 2.10% Source: u.S. Census, LCOG; forecasts calculated by ECONorthwest. BUILDABLE LANDS INVENTORY , The buildable lands inventory is the component of the analysis that requires the most follow-up work. Staff are completing the BLI and are currently in the verification stage of the analysis.'!t is possible the numbers will change based on the verification steps. ATTACHMENT \DJ~c:?-d- q Preliminary Findings: Springfield Housing Needs Analysis 15 Oct 2007 Page 3 Table 2 summarizes the residential buildable lands inventory. The results indicate that Springfield has about 530 buildable residential acres within its UGB. The inventory shows about 303 net acres of vacant, 57 net acres of redevelop able, and 170 net acres ofunderutilized (infill) land. It is notable that over 90% of the net buildable residential land in Springfield is in the low- density designation. Table 2. Total buildable residential land, Springfield UGB, 2007 Net Underutilized Total Net Percent of (infill) Buildable Acres Total Acres 159.8 480.6 91 % 6.1 38.4 7% 4.1 10.5 2% 170.0 529.5 100% Plan Designation LDR MDR HDR Total Net Vacant 270.7 27.3 4.9 303.0 Net Redevelopable 50.1 4.9 1.4 56.5 Source: City of Springfield The final step in a residential buildable lands inventory is to estimate the holding capacity of buildable land. The holding capacity of residential land is measured in dwelling units and is dependent on densities allowed in specific zones. In short, land capacity is a function of buildable land and density. The buildable lands inventory indicates that Springfield has about 530 acres of vacant, redevelopable, and under-utilized residential land. Table 3 provides an estimate of how much housing could be accommodated by those lands based on the needed densities identified in Table 5.1 ECO estimates that Springfield has capacity for 2,2 II dwelling units within the existing UGB. I The capacity analysis provides a more accurate assessment of how much housing could be built on residential land. It assumes that any LOR or MDR tax lot with less than 10,000 square feet has a capacity of 1 dwelling unit. Tax lots above that size have a capacity of the lot size in acres times the needed density in net acres. For tax lots with slope constraints, (all of which are in the LDR designation). we assumed 50% of the needed density (3 DU/net acre). This is slightly higher than 2.7 DU per net acre observed in the Mountaingate development. ATTACHMENT ~ of- q Preliminary Findings: Springfield Housing Needs Analysis 15 Oct 2007 Page 4 Table 3. Estimated development capacity, Springfield UGB, 2007 Plan Designation LOR MOR HOR Total Total Net Buildable Residential Acres 480.6 " 38.4 10.5 529.5 Capacity (In DU) 1,788 308 115 2.211 Source: City of Springfield residential BLI; analysis by ECONorthwest HOUSING NEEDS Table 4 shows an estiInate of needed new housing units in Springfield during the 2008 to 2028 period. Depending on the population growth rate assumption, Springfield will need between 7,201 new dwelling units (low growth) and 12,678 new dwelling units (high growth) to accommodate population growth between 2008 and 2028. These figures do not include new group quarters. The forecast assumes 630/0 will be single-family housing types (single-family detached and manufactured) and 37% will be multifamily. The results indicate that Springfield will need to issue permits for between 360 and 634 new dwelling units annually during the pi arming period. By comparison, Springfield averaged 300 dwelling units annually during the 1999 to 2006 period, and had a peak of 515 dwellings approved in 2002. ATTACHMENT jQc~q Preliminary Findings: Springfield Housing Needs Analysis 15 Oct 2007 Page 5 Table 4. Demand for new housing units, Springfield, 2008..2028 Variable low (1.31%) Medium High (2.1%) (1.7%) Change in persons 17,41423,66430,657 minus Change in persons in group quarters 174 236 306 equals Persons in households 17,24023.42830,351 Average household size 2.54 2.54 2.54 New occupied DU 6,787 9,224 11,949 Single-family dwelling units Percent single-family DU 630/0 63% 63% New occupied single-family DU 4,276 5,811 7,528 Vacancy rate 5.0% 5.0% 5.0% Total new single~family DU 4,501 6,117 7,924 Multiple family dwelling units Percent multiple family DU 370/0 37% 37% New occupied multiple-family DU 2,511 3,413 4,421 Vacancy rate 7.0% 7.0% 7.0% New multiple family DU 2,700 3,670 4.754 Totals equals Total new occupied dwelling units 6,787 9,224 11.949 Aggregate household size (persons/occupied DU) 2.54 2.54 2.54 plus Vacant dwelling units 414 563 729 equals Total new dwelling units 7,201 9,786 . 12,678 Dwelling units needed annually 360 489 634 Source: Calculations by ECONorthwest based on population forecasts and US Census data. Table 5 shows the forecast of needed housing units by density in Springfield for the low, medium, and high population growth increments. The forecasts shows land need in net and gross acres. Net acres is the amount of land needed for hou,sing, not including public infrastructure (e.g., roads) or services (e.g., schools or parks). Gross acres is the estimated amount of land needed for housing inclusive of public infrastructure and services. Under the low growth increment, the forecast indicates that Springfield will need about 1,000 net residential acres, or about 1,200 gross residential acres to accommodate new housing between 2008 and 2028. The forecast results in an average residential density of7.2 dwelling units per net residential acre and of 6.0 dwelling units per gross residential acre. The average residential density between 1999 and 2006 was 6.26 dwellings per net acre. This represents an increase of 15% over historical levels. ATTACHMENT JO t ~..?cfq Preliminary Findings: Springfield Housing Needs Analysis 15 Oct 2007 Page 6 Table 5. Forecast of needed housing units by mix and density, Springfield, 2008.. 2028 Density Net to Gross Density (DU/net Net Res. Gross Res. (DU/gross Housing Type New DU Percent res ac) Acres Factor Acres res ac) Needed Units, Low Growth Single-family types Single-family detached 4,105 57% 5.5 746.3 18% 910.2 4.5 Manufactured in parks 72 1% ' 6.0 12.0 15% 14.1 5.1 Single-family attached 648 9% 7.5 86.4 15% 101.7 6.4 Subtotal 4,825 67% 5.7 844.7 1,025.9 4.7 Multi-family Multifamily 2,376 33% 15.0 158.4 10% 176.0 13.5 Subtotal 2,376 33% 15.0 158.4 176.0 13.5 Total 7,201 100% 7.2 1,003.2 1,202.0 6.0 Needed Units, Medium Growth Single-family types Single-family detached 5,578 57% 5.5 1,014.2 18% 1,236.9 4.5 Manufactured in parks 98 1% 6.0 16.3 15% 19.2 5.1 , Condoff ownhomes 881 9% 7.5 117.4 15% 138.2 6.4 Subtotal 6,557 67% 5.7 1,148.0 1,394.2 4.7 Multi-family Multifamily 3,229 33% 15.0 215.3 10% 239.2 13.5 Subtotal 3,229 33% 15.0 215.3 239.2 13.5 Total 9,786 100% 7.2 1,363.3 1,633.4 6.0 Needed Units, High Growth Single-family types Single-family detached 7,227 57% 5.5 1,313.9 18% 1,602.3 4.5 Manufactured in parks 127 1% . 6.0 21.1 15% 24.9 5.1 Condoffownhomes 1,141 9% 7.5 152.1 15% 179.0 6.4 Subtotal 6,557 67% 4.4 1 ,487.2 1,806.2 3.6 Multi-family Multifamily 4,184 33% 15.0 278.9 10% 309.9 13.5 Subtotal 3,229 33% 11.6 278.9 309.9 10.4 Total 12,678 100% 7.2 1,766.1 2,116.1 6.0 Source: ECONorthwest The final step in the housing needs analysis is to allocate housing :needs by plan designation to determine the number of needed housing units and gross acres required to meet identified housing needs for the 20-year period. Table 6 provides an allocation of housing units by Springfield's three residential plan designations. It also provides an estimate of the gross acres required in each zone to accommodate needed housing units. The acreages are based on the gross density assumptions shown in Table 5. Based on Table 6, the needed density by plan designations are: · LDR....;. 5.5 DUlNet Acre; 4.5 DU/Gross Acre · . MDR - 11.8 DU/Net Acre; 10 DU/Gross Acre · HDR - 22.2 DU/Net Acre; 20 DU/Gross Acre ATTACHMENT \bL~..~ d-q Preliminary Findings: Springfield Housing Needs Analysis 15 Oct 2007 Page 7 Table 6. Allocation of needed housing units by plan designation, 2007-2027 Low Medium High Plan Designation Growth Growth Growth Percent of Need LDR 59% 59% 59% MDR 31% 31% 31% HDR 10% 10% 10% Total 100% 100% 100% Needed Dwellings LOR 4,234 517547.455 MDR 2,247 3,0533,956 HDR 720 979 1,268 Total 7,201 9,786 12,678 Needed Acres (Gross) LOR 941 1,2791.657 MDR 225 305 396 HDR 36 49 63 Total 1,202 1,6332,116 Source: ECONorthwest PRELIMINARY COMPARISON OF LAND CAPACITY AND NEED Table 7 shows the capacity for residential development by plan designation. The results lead to the following findings: · Springfield has a need for additional residential land under any growth scenario. The Springfield UGB has enough land for 2,111 new dwelling units. The housing needs forecast projects a need for between ,7,200 and 12,678 dwellingunits. · The Low Density Residential designation has a deficit of approximately 544 to 1,259 gross acres in the UGB. · The Medium Density Residential designation has a deficit of approximately 194 to 365 gross acres in UGB. · The High Density Residential designation has a deficit of approximately 30 to 58 gross acres in the UGB. ' ATTACHMENT ~q Preliminary Findings: Springfield Housing Needs Analysis 15 Oct 2007 Page 8 Table 7. Residential capacity for needed dwelling units by plan designation, Springfield UGB, 2008..2028 Plan Designation Needed Dwelling Units LOR MDR HDR Total Capacity (Dwelling Units) LOR 1,788 MDR 308 HDR 115 Total 2,211 Surplus (Deficit) . Dwelling Units LOR (2,446) (3,966) (5.667) MDR (1.939) (2.745) (3,648) HDR (605) (864) (1,153) Total (4,990) (7,575)' (10,467) Gross Residential Acres Needed for Addition to UGB LDR 544 881 1,259 MDR 194 275 365 HDR 30 43 58 Total 758 1,1991,682 Low Growth Medium Growth High Growth 4.234 2,247 720 7,201 ,5,7547,455 3,0533,956 979 1,268 9,786 12,678 1,7881,788 308 115 2,2112,211 308 115 Source: ECONorthwest IMPLICATIONS The preliminary analysis suggests Springfield will be able to justify a UaB expansion for residential land. ORS 197.296 requires cities to consider land use efficiency measures if the housing needs analysis finds that the City may not meet identified housing needs. The measures are intended to increase the probability that the needed housing types will get built. Specifically, the statute states: (6) If the housing need determined pursuant to subsection (3)(b) of this section is greater than the housing capacity detennined pursuant to subsection (3)(a) Qfthis section, the local government shall take one or more of the foHowing actions to accommodate the additional housing need: (a) Amend its urban growth boundary to include sufficient buildable lands to accommodate housing needs for the next 20 years. As part of this process, the local government shall consider the effects of measures taken pursuant to paragraph (b) of this subsection. The amendment shall include sufficient land reasonably necessary to accommodate the siting of new public school facilities. The need and inclusion of lands for new public school facilities shall be a coordinated process between the affected public school districts and the local' government that has the authority to approve the urban growth boundary; ATTACHMENT ~ oF-q Preliminary Fin~:Hngs: Springfield Housing Needs Analysis 15 Oct 2007 Page 9 (b.) Amend its comprehensive plan, regional plan, functional plan or land use regulations to include new measures that demonstrably increase the likelihood that residential development will occur at densities sufficient to accommodate housing needs for the next 20 years without expansion of the urban growth boundary. A local government or metropolitan service district thattakes this action shall monitor and record the level of development activity and development density by housing type following the date of the adoption of the new measures; or (c) Adopt a combination of the actions described in paragraphs (a) and (b) of this subsection. (7) Using the analysis conducted under subsection (3)(b) of this section, the local government shall determine the overall average density and overall mix of housing types at which residential development of needed housing types must occur in order to meet 'housing needs over t~e next 20 years. If that density is greater than the actual density of development determined under subsection (5)(a)(A) of this section, or if that mix is different from the actual mix of housing types determined under subsection (5)(aXA) of this section, the local government, as part of its periodic review, shall adopt measures that demonstrably increase the likelihood that residential development will occur at the housing types and density and at the mix of housing types required to meet housing needs over the next 20 years. It is common for jurisdictions to adopt combinations of policies to manage growth and improve the efficiency and holding capacity of land uses. Such policy groupings, however, are not necessarily cumulative in their intent or impact. Polices that address similar issues may not be mutually reinforcing. For example, having policies in residential zones for maximum lot size and minimum density essentially address the same issue-underbuild in residential zones. Thus, Springfield should carefully consider their policy programs and evaluate each policy option both individually and in consideration of other policies. ATTACHMENT IDJ ~ q~q