A. 
The Natural Resources Overlay Zone (NROZ) is intended to be used with any underlying base zone as shown on the City of Happy Valley Zoning Map. The purpose of the Natural Resources Overlay Zone is to implement the goals and policies of the Comprehensive Plan relating to natural resources, open space and the environment. In addition, the purposes of these regulations are to achieve compliance with that portion of Statewide Planning Goal 5 relating to significant natural riparian, wildlife, and wetland resources and Title 13 of Metro's Urban Growth Management Functional Plan and water quality resources under statewide planning Goal 6 and Sections 14 of Title 3 of Metro's Urban Growth Management Functional Plan.
B. 
The NROZ is intended to protect and improve the following natural resource functions and values that contribute to water quality and fish and wildlife habitat in urban streamside areas. These functions and values include, but are not limited to:
1. 
Vegetated corridors to separate protected water features from development;
2. 
Microclimate and shade;
3. 
Natural stream corridors;
4. 
Stream flow moderation and water storage;
5. 
Provide filtration, infiltration and natural water purification;
6. 
Bank stabilization, sediment and pollution control;
7. 
Large wood recruitment and retention and channel dynamics; and
8. 
Organic material resources.
C. 
Further, the intent and purpose of this section is to protect and improve the following functions and values that contribute to upland wildlife habitat:
1. 
Large habitat patches;
2. 
Interior habitat;
3. 
Connectivity and proximity to water;
4. 
Connectivity and proximity to other upland habitat areas.
D. 
It is also intended to allow and encourage nature-friendly development, where appropriate while minimizing the impact on fish and wildlife habitat and water quality functions, and to provide mitigation standards for the replacement of ecological functions and values lost through development in natural resource areas.
(Ord. 389 § 1(Exh. A), 2009)
A. 
The regulations of this Natural Resources Overlay Zone shall apply to any parcel which is within 200 feet of a Protected Water Feature (creeks, rivers, streams, wetlands, natural lakes, and springs) or which contains land identified and protected under Metro's UGMFP Title 13 Habitat Conservation Areas, as currently configured, or other significant wetlands, riparian corridors, wildlife habitat, that is inventoried and mapped on the Happy Valley Steep Slopes and Natural Resources Overlay Zone Map.
B. 
Unless otherwise exempted by these regulations, any development on parcels subject to this chapter must comply with the regulation contained herein. Activities subject to the review process shall include all development on properties, including:
1. 
Partitioning and subdividing of land;
2. 
New structural development;
3. 
Fills, excavations and modifications of drainage patterns;
4. 
Exterior expansion of any building or structure, or increases in impervious surfaces or storage areas;
5. 
Site modifications including excavation or fill, installation of new above or below ground utilities;
6. 
Removal of trees or the cutting or clearing of any native vegetation;
7. 
Resource enhancement activities.
C. 
The Natural Resources Overlay Zone is generally described by boundary lines shown on the City of Happy Valley Steep Slopes and Natural Resources Overlay Zone Map. Where a development application proposes development entirely outside of the NROZ, but within 100 feet of the NROZ, applicants must verify the natural resource boundaries via the procedures outlined in Section 16.34.060.
D. 
On the City of Happy Valley Steep Slopes and Natural Resources Overlay Zone Map land within the NROZ is designated as follows:
1. 
Water Quality Resource.
a. 
Protected Water Feature. The general location of Protected Water Features is indicated on the Happy Valley Steep Slopes and Natural Resources Overlay Zone Map; however, the text provisions of Section 16.34.060(B) shall be used to determine the exact location.
b. 
Vegetated Corridor—Maximum Extent. The Vegetated Corridor (buffer) is a facility required to prevent damage to the Protected Water Feature caused by development impacts. The boundary of the NROZ is defined by the maximum potential extent of a Vegetated Corridor, which is 200 feet from a Protected Water Feature. However, the actual width of the Vegetated Corridor area varies depending on the type of protected water feature; upstream drainage area served; and slope adjacent to the Protected Water Feature, as specified in Table 16.34.060-1.
2. 
Habitat Conservation Area (HCA). In some cases, additional land around a Protected Water Feature is protected on the basis of its value as riparian habitat. Habitat Conservation Areas are further designated as follows:
a. 
High. These areas include Habitat Conservation Areas designated as "high" on the UGMFP Title 13 Habitat Conservation Area maps, as currently configured, and all locally significant wetlands, riparian corridors, and wildlife habitat.
b. 
Moderate. These areas include Habitat Conservation Areas designated as "moderate" on the UGMFP Title 13 Habitat Conservation Area maps.
c. 
Low. These areas include Habitat Conservation Areas designated as "low" on the UGMFP Title 13 Habitat Conservation Area maps.
E. 
In addition to the Happy Valley Steep Slopes and Natural Resources Overlay Zone Map, the text provisions of this section shall be used to determine whether applications may be approved within the NROZ. The following maps and documents may also be used as references for identifying areas subject to the requirements of this section:
1. 
Metro's UGMFP Title 13 Habitat Conservation Areas maps;
2. 
Metro's UGMFP Title 3 Water Quality Resource Area maps;
3. 
The Federal Emergency Management Agency (FEMA) Flood Insurance Rate Maps (FIRM);
4. 
City of Happy Valley Local Wetland Inventory (LWI) (2008);
5. 
City of Happy Valley significant wetlands and riparian corridors map as indicated on the local wetland inventory and adopted as part of the Comprehensive Plan;
6. 
Locally adopted studies or maps;
7. 
City of Happy Valley slope analysis maps;
8. 
Clackamas County soils surveys;
9. 
Water Environment Services (WES) stream and wetland inventories; and
10. 
Wetland or riparian corridor studies and delineations provided by property owners or developers by a qualified wetland scientist, biologist or engineer.
F. 
The requirements of this chapter apply in addition to all applicable local, state, regional and Federal development, including those for water quality resource areas and flood management areas.
(Ord. 389 § 1(Exh. A), 2009; Ord. 446 § 1, 2014)
The following uses and activities are exempt from the requirements of this chapter:
A. 
A use or activity that avoids any impact to a Water Quality Resources and/or HCA provided that the location of the Water Quality Resource and/or HCA have been verified by the City in accordance with Section 16.34.060 and a Construction Management Plan pursuant to Section 16.34.070(B) has been submitted that demonstrates that there will be no impacts to the Water Quality Resource and/or HCA during construction.
B. 
A building permit for a lot platted prior to local adoption of the NROZ or a phased development project for which the applicant has previously met the application requirements, so long as the building site for new construction was identified on the original permit and no new portion of the NROZ will be disturbed.
C. 
Development of a property that has previously satisfied the mitigation and conservation easement requirements of this chapter or a residential property that was platted prior to September 29, 2005, may proceed in areas outside of the boundaries of the recorded conservation easement or open space tract without further review. Uses listed as exempt pursuant to a recorded conservation easement shall also be exempted from application of this chapter.
D. 
Farming practices and farm uses on land within an exclusive farm use zone established under ORS 215.203, within an area designated as marginal land under ORS 197.247 (1991 Edition), or on other agricultural lands, except that this exemption does not apply to buildings associated with farm practices or farm uses. "Farming practice" as used in this subsection shall have the meaning set out in ORS 30.930. "Farm use" as used in this subsection shall have the meaning set out in ORS 215.203.
E. 
Emergency procedures or activities undertaken which are necessary to remove or abate hazards and nuisances or for the protection of public health, safety and welfare; provided that such remedial or preventative action must take place within a timeframe too short to allow for compliance with the requirements of this Code. After the emergency, the person or agency undertaking the action shall fully restore any impacts to the natural resources resulting from the emergency action. Hazards that may be removed or abated include those required to maintain aircraft safety.
F. 
Maintenance, alteration, expansion, repair and replacement of existing structures provided that the building footprint is not increased.
G. 
Routine repair and maintenance of existing roadways, driveways, utility facilities, manmade water control facilities, stormwater pretreatment facilities, accessory uses and other development when no additional incursion into the NROZ is proposed and any disturbed areas within the NROZ are restored.
H. 
Maintenance of existing gardens, pastures, lawns and landscape perimeters, including the installation of new irrigation systems within existing gardens, pastures, lawns, and landscape perimeters.
I. 
Removal of plants identified as nuisance or prohibited plants on the Happy Valley Plant List (Appendix A) and the planting or propagation of plants identified as native plants on the Happy Valley Plant List. Handheld tools must be used to remove nuisance or prohibited plants, and after such removal all open soil areas greater than 25 square feet must be replanted.
J. 
Projects with the sole purpose of restoring or enhancing wetlands, streams, or fish and wildlife habitat areas, provided that the project is part of an approved local, State, or Federal restoration, enhancement or mitigation plan.
K. 
In addition to the activities and uses listed above, the following additional uses and activities are exempt from the requirements of this chapter within those areas of the NROZ that are not Water Quality Resources as defined in Section 16.34.060(B):
1. 
Where construction of a residence was completed before January 1, 2006, the owners or residents shall not be restricted from engaging in any development that was allowed prior to September 29, 2005, unless said development required obtaining a land use decision, a building permit, or an erosion control/grading permit.
2. 
The alteration, expansion, or replacement of existing structures, provided that:
a. 
The alteration, expansion, or replacement of a structure will not intrude more than 500 square feet into the NROZ in addition to the area defined as the building footprint as of January 1, 2006; and
b. 
The new intrusion into the NROZ is no closer to the protected water feature than the preexisting structure or improvement.
3. 
Minor encroachments not to exceed 120 square feet of impervious surface such as accessory buildings, eave overhangs, exterior building improvements for access and exiting requirements, or other similar features.
4. 
Existing water-dependent uses that can only be carried out on, in, or adjacent to water because they require access to the water for waterborne transportation or recreation.
5. 
Temporary and minor clearing not to exceed 200 square feet for the purpose of site investigations and pits for preparing soil profiles, provided that such areas are restored to their original condition when the investigation is complete.
6. 
Low-impact outdoor recreation facilities for public use, including, but not limited to, multi-use paths, access ways, trails, picnic areas, or interpretive and educational displays and overlooks that include benches and outdoor furniture, provided that the facility meets the following requirements:
a. 
It contains less than 500 square feet of new impervious surface; and
b. 
Its trails shall be constructed using nonhazardous, pervious materials, with a maximum width of four feet.
(Ord. 389 § 1(Exh. A), 2009; Ord. 411 § 1, 2011; Ord. 539 § 1, 2018; Ord. 552 § 1, 2020)
Except as otherwise allowed or exempted by this chapter, the following uses and activities shall not be permitted within the NROZ:
A. 
New structures, development and construction.
B. 
Application of chemicals, uncontained areas of hazardous materials as defined by DEQ, domestic animal waste, dumping of materials of any kind, or other activities.
C. 
Unauthorized land clearing or grading of a site to alter site conditions (including placement of new gardens and lawns) is not allowed, and may result in the maximum requirement of mitigation/enhancement regardless of pre-existing conditions.
D. 
Prohibited Maintenance and Management Activities.
1. 
The removal of native vegetation shall not be permitted from a natural resource area unless:
a. 
A permit has been issued by the City in accordance with the Land Development Code; or
b. 
Species to be removed are identified as nuisance or prohibited plants on the Happy Valley Plant List (Appendix A).
2. 
No stockpiling of fill materials, parking, or storage of equipment shall be allowed within a significant natural resources or its buffer.
(Ord. 389 § 1(Exh. A), 2009)
A. 
Adjustments to Site Design Standards. In order to avoid or minimize impacts to natural resources, the following adjustments to the site design standards of the underlying zoning shall be allowed for development on parcels that are partially or wholly within the NROZ:
1. 
The minimum building setback of the base zone may be reduced to any distance between the base zone minimum and zero, unless this reduction conflicts with applicable fire or life safety requirements.
2. 
Landscaping requirements, apart from those required for parking lots or street berms, may be met by preserving the Water Quality Resources and/or HCA.
3. 
Stormwater facilities that detain, retain or infiltrate stormwater onsite, including the associated piping, may be placed within an HCA, which is not a Water Quality Resource, so long as the disturbance to forest canopy and the areas within the driplines of the trees is minimized. Such facilities may include, but are not limited to, detention ponds, vegetated swales, rain gardens, vegetated filter strip, and vegetated infiltration basins. Only native vegetation may be planted in these facilities.
B. 
Density calculation shall be made and transfer within the site pursuant to Section 16.63.020(F). Where there are multiple density limitations based on the environmental overlay, the most restrictive applies. Density within the Natural Resources Overlay Zone is calculated as follows:
1. 
Within the high value HCA and/or the water quality resource area outside of the high or moderate HCA, 10% of area shall be considered for the purpose of calculating density. The maximum density for the area is one unit per acre.
2. 
Within the moderate HCA, 20% of the area shall be considered for the purpose of calculating density. The maximum density for the area is one unit per acre.
(Ord. 389 § 1(Exh. A), 2009; Ord. 566 § 1, 2022)
A. 
The preparation of the City of Happy Valley Steep Slopes and Natural Resources Overlay Zone Map did not include specific field observations of every individual property. The map is designed to be specific enough to determine whether further environmental review of a development proposal is necessary. If any portion of the development or alteration of the land (except those exempted by this Chapter) is located within the Natural Resources Overlay Zone boundary, then map verification is required before any development permit can be issued.
1. 
The map verification requirements described in this section shall be met at the time an applicant proposes a nonexempt use or activity or requests a building permit, grading permit, tree removal permit, land division approval, or some other land use decision. Where it can be clearly determined by the Planning Official that development is at least 100 feet from the NROZ and there is no impact to the Significant Resource, development may be permitted without map verification.
2. 
A property owner, or another person with the property owner's consent, may request to verify the location of Water Quality Resources and/or HCAs on a real property lot or parcel pursuant to this section, but said request for information shall be at the Planning Official or designee's sole discretion, based on staff availability, funding resources, and policy priorities and shall require the submittal of a public information request and resultant fee. If a person receives a verification separate from a simultaneous request for a building permit, grading permit, tree removal permit, land division approval, or some other land use decision, then the person may use the verification to satisfy the requirements of this section at any time up until five years after the date the verification was issued.
3. 
Map verification shall not be used to dispute whether identified resources provide the ecological functions that they are assumed to provide based on the ecological criteria used to identify them.
4. 
Notwithstanding any other provisions of Section 16.34.060, for utility projects undertaken by public utilities across property that is not owned by the utility, the utility shall not be required to map or provide any information about the property except for the area within 300 feet of the location of the proposed disturbance area of the utility's project.
5. 
Review Procedures.
a. 
The Planning Official or designees making a map verification decision pursuant to Section 16.34.060(B) or 16.34.060(C) shall use the Type I administrative procedure described in Section 16.61.020.
b. 
The Planning Official's decision shall be based on consideration of the information submitted by the applicant, any information collected during a site visit to the lot or parcel, any information generated by prior map verifications that have occurred on adjacent properties, and any other objective factual information that has been provided to the Planning Official or designee.
c. 
The Planning Official or designees making a map verification decision pursuant to Section 16.34.060(D) shall use the Type II administrative procedure described in Section 16.61.030. Upon receipt of a completed application, the Planning Official or designee shall provide notice of the map verification application to Metro; to the owners of record of property on the most recent property tax assessment roll where such property is located within 300 feet of the subject property; to any neighborhood or community planning organization recognized by the City and whose boundaries include the property; and to any watershed council recognized by the Oregon Watershed Enhancement Board and whose boundaries include the property. The Planning Official or designee shall apply the verification criteria in Section 16.34.060(D)(2) to confirm the location of any HCAs based on the HCA map, the information submitted by the applicant, any information received during the public comment period, and any additional information readily available, including information collected during a site visit to the lot or parcel. The applicant and all persons that submitted written comments shall be provided with a written explanation of the Planning Official or designee's decision.
d. 
Verification of the location of Water Quality Resources and HCAs as described in this section shall not be considered a Comprehensive Plan amendment.
B. 
Water Quality Resources—Map Verification. Water Quality Resources include the Protected Water Features and the Vegetated Corridors as specified in Table 16.34.060-1, and include all land identified and protected under Metro's UGMFP Title 3 Water Quality Resource Areas.
1. 
Protected Water Features include creeks, rivers, streams, wetlands, natural lakes, and springs. The general location of identified Protected Water Features is indicated on the Happy Valley Steep Slopes and Natural Resources Overlay Zone Map; however, the text provisions of this section shall be used to determine the exact location of the Protected Water Feature.
2. 
The Vegetated Corridor (buffer) is a facility required to prevent damage to the Protected Water Feature caused by development impacts. The width of the Vegetated Corridor area varies depending on the type of Protected Water Feature; upstream drainage area served; and slope adjacent to the Protected Water Feature, as specified in Table 16.34.060-1. The Vegetated Corridor (buffer) is based on the horizontal distance measured perpendicular to the Protected Water Feature boundary, not the slope distance from it. To establish the size of Vegetated Corridor, the starting point for measurements from the Water Feature is the edge of bankful flow or two-year storm level or the delineated edge of a wetland. At least three slope measurements along the water feature, at no more than 100 foot increments, shall be made for each property for which development is proposed. Depending on the width of the property, the width of the vegetated corridor will vary. The Vegetated Corridor (buffer) width is determined based on the slope of the land adjacent to the Protected Water Feature in 25 or 50 foot increments. Where the slope of the land varies within the measurement area, an Area Weighted Average slope shall be calculated. The calculation for the Area Weighted Average slope is shown in Figure 16.34.060-1; note that A, B, and C indicate different slope areas, measured horizontally.
Table 16.34.060-1 Water Quality Resources
Protected Water Feature
Upstream Drainage Area
Slope Adjacent to Sensitive Area
Width of Vegetated Corridor (Buffer)
Intermittent creeks, rivers, streams
Less than 50 acres
Any slope
25 feet
50 to 100 acres
<25%
25 feet
50 to 100 acres
≥25%
50 feet
Greater than 100 acres
<25%
50 feet
Greater than 100 acres
≥25%
100 to 200 feet depending on adjacent slope—see Figure 16.34.060-2
Perennial creeks, rivers, streams
Any upstream area
<25%
50 feet
Any upstream area
≥25%
100 to 200 feet depending on adjacent slope—see Figure 16.34.060-2
Wetlands, lakes (natural), and springs.
Any drainage
<25%
50 feet
Any drainage
≥25%
100 to 200 feet depending on adjacent slope—see Figure 16.34.060-3
Figure 16.34.060-1 Calculating Area Weighted Average Slope
Figure 16.34.060-2 Vegetated Corridors (Buffers) for Intermittent and Perennial Creeks, Rivers, Streams*
*
Streams are considered perennial until proven intermittent with adequate field documentation (photos, field data), or determination by Oregon Division of State Lands.
Figure 16.34.060-3 Vegetated Corridors (Buffers) for Lakes, Springs or Wetlands
3. 
Delineation of Water Quality Resources. Applicants shall delineate the boundaries of the protected water feature as follows:
a. 
Lakes, Springs, and Wetlands.
i. 
Delineate boundaries using the methods described in the 1987 US Army Corps of Engineers Wetland Delineation Manual.
ii. 
Survey and map all wetland boundaries on the site base map.
b. 
Intermittent and/or Perennial Streams.
i. 
Identify whether the stream is perennial or intermittent. Streams are considered perennial until proven intermittent with adequate field documentation (photos, field data) or determination by Oregon Division of State Lands.
ii. 
For all intermittent and/or perennial streams, delineate protected water feature boundaries by identifying the top of bank of the defined channel, or the surface elevation of a two-year, 24 hour storm event. If determining the surface elevation of a two-year, 24 hour storm event is not possible, then the outside edge of the stream feature is determined by identifying the aerial extent of:
(A) 
Water marks on fixed objects (vegetation, buildings, etc.);
(B) 
Drift lines (deposited waterborne twigs, litter, etc.); or
(C) 
Waterborne sediment deposits on the soil surface or fixed objects (vegetation, buildings, etc.);
(D) 
Use the indicator that provides the greatest aerial cover.
c. 
Vegetated Corridors.
i. 
Follow procedures outlined in Section 16.34.060(B)(3) for determining vegetated corridor (buffer).
ii. 
Stake, survey, and map the boundaries of the sensitive areas and the vegetated corridor on the project site and adjacent properties within 200 feet of the property line on the base map (if access is possible) and flag them on the project site.
4. 
Letter of Map Amendment. The purpose of this section is to provide a process for acknowledging inaccuracies in the City of Happy Valley Steep Slopes and Natural Resources Overlay Zone Map and to officially recognize and record the correct location of protected water features.
a. 
Within 90 days of receiving information establishing a possible error in the existence or location of a protected water feature, the City shall provide notice to interested parties of a public hearing at which the City will review the information;
b. 
The City shall issue a Letter of Map Amendment if the information demonstrates:
i. 
That a protected water feature no longer exists because the area has been legally filled, culverted or developed prior to the adoption of this chapter, or
ii. 
The boundaries of the NROZ have changed since adoption of the City of Happy Valley Steep Slopes and Natural Resources Overlay Zone Map.
C. 
Habitat Conservation Areas (HCAs)—Basic Map Verification. The basic verification approaches described below are available for applicants who believe either: (1) that the HCA map is accurate, (2) that there is a simple incongruity between the HCA map and the boundary lot lines of a property, or (3) that the property was developed prior to January 5, 2009.
1. 
Applicant Believes HCA Map is Accurate. An applicant who believes that the HCA map is accurate may comply with Section 16.34.060(C)(1). The applicant shall submit the following information regarding the real property lot or parcel:
a. 
A detailed property description;
b. 
A copy of the applicable HCA map;
c. 
A summer 2005 aerial photograph of the property, with lot lines shown, at a scale of at least one map inch equal to 50 feet for lots of 20,000 or fewer square feet, and a scale of one map inch equal to 100 feet for larger lots. Said information is available from the Metro Data Resource Center;
d. 
The information required to be submitted under Section 16.34.070 or 16.34.075 if the applicant proposes development within any HCA under those provisions; and
e. 
Any other factual information that the applicant wishes to provide to support map verification.
2. 
Obvious Misalignment Between Mapped Habitat and Property Lot Lines. In some cases, the mapped vegetative cover data might not align precisely with the tax lot layer that shows property lines, resulting in a HCA map that is also misaligned with tax lot lines. An applicant who believes that the HCA map is inaccurate based on such an obvious misalignment may comply with Section 16.34.060(C)(2). The applicant shall submit the following information regarding the real property lot or parcel:
a. 
The information described in Sections 16.34.060(C)(1)(a) through (e); and,
b. 
A documented demonstration of the misalignment between the HCA map and the property's tax lot boundary lines. For example, an applicant could compare the boundary lot lines shown for roads within 500 feet of a property with the location of such roads as viewed on the aerial photograph of the area surrounding a property to provide evidence of the scale and amount of incongruity between the HCA maps and the property lot lines, and the amount of adjustment that would be appropriate to accurately depict habitat on the property.
3. 
Property Developed Between Summer 2002 and September 29, 2005. Where a property was developed between the summer of 2002 (when the aerial photo used to determine the regional habitat inventory was taken) and September 29, 2005, the applicant shall submit the following information regarding the real property lot or parcel:
a. 
The information described in Section 16.34.060(C)(1)(a) through (e);
b. 
A summer 2002 aerial photograph of the property, with lot lines shown, at a scale of at least one map inch equal to 50 feet for lots of 20,000 or fewer square feet, and a scale of one map inch equal to 100 feet for larger lots, said information is available from the Metro Data Resource Center;
c. 
Any approved building permits or other development plans and drawings related to the development of the property that took place between summer 2002 and September 29, 2005; and
d. 
A clear explanation and documentation, such as supporting maps or drawings or a more recent aerial photograph, indicating the new development that has occurred and where previously identified habitat no longer exists because it is now part of a developed area.
D. 
Habitat Conservation Areas (HCAs)—Detailed Verification Approach. All applicants who believe that the HCA map is inaccurate for a reason other than as described in Section 16.34.060(C) may file a verification request consistent with Section 16.34.060(D).
1. 
Application Requirements. The applicant shall submit a report prepared and signed by either (1) a knowledgeable and qualified natural resource professional, such as a wildlife biologist, botanist, or hydrologist, or (2) a civil or environmental engineer registered in Oregon to design public sanitary or storm systems, stormwater facilities, or other similar facilities. Such report shall include:
a. 
A description of the qualifications and experience of all persons that contributed to the report, and, for each person that contributed, a description of the elements of the analysis to which the person contributed;
b. 
The information described in Sections 16.34.060(C)(1)(a) through (e);
c. 
The information described in Sections 16.34.060(C)(2)(b) and 16.34.060(C)(3)(b) through (d), if the applicant believes such information is relevant to the verification of habitat location on the subject lot or parcel;
d. 
Additional aerial photographs if the applicant believes they provide better information regarding the property, including documentation of the date and process used to take the photos and an expert's interpretation of the additional information they provide;
e. 
A map showing the topography of the property shown by two-foot vertical contours in areas of slopes less than 15%, and at five-foot vertical contours of slopes 15% or greater; and
f. 
Any additional information necessary to address each of the verification criteria in Section 16.34.060(D)(2), a description of where any HCAs are located on the property based on the application of the verification criteria in Section 16.34.060(D)(2), and factual documentation to support the analysis.
2. 
Verification Criteria. The verification of the location of HCAs shall be according to the three-step process described below. A verification application shall not be considered complete and shall not be granted unless all the information required to be submitted with the verification application has been received.
a. 
Step 1—Verifying Boundaries of Inventoried Riparian Habitat. Locating habitat and determining its riparian habitat class is a four-step process:
i. 
Locate the water feature that is the basis for identifying riparian habitat.
(A) 
Locate the top of bank of all streams, rivers, and open water within 200 feet of the property.
(B) 
Locate all flood areas within 100 feet of the property.
(C) 
Locate all wetlands within 150 feet of the property based on the City's Local Wetland Inventory. Identified wetlands shall be further delineated consistent with methods currently accepted by the Oregon Department of State Lands (ODSL) and the U.S. Army Corps of Engineers (Corps);
ii. 
Identify the vegetative cover status of all areas on the property that are within 200 feet of the top of bank of streams, rivers, and open water, are wetlands or are within 150 feet of wetlands, and are flood areas and within 100 feet of flood areas.
(A) 
Vegetative cover status shall be as identified on the Metro Vegetative Cover Map, available from the Metro Data Resource Center.
(B) 
The vegetative cover status of a property may be adjusted only if: (1) the property was developed prior to the time the regional program was approved (see Section 16.34.060(C)(3) above), or (2) an error was made at the time the vegetative cover status was determined. To assert the latter type of error, applicants shall submit an analysis of the vegetative cover on their property using summer 2002 aerial photographs and the definitions of the different vegetative cover types provided in Chapter 16.12 (Definitions);
iii. 
Determine whether the degree that the land slopes upward from all streams, rivers, and open water within 200 feet of the property is greater than or less than 25% using the methodology as described in Chapter 16.34.060(B); and
iv. 
Identify the riparian habitat classes applicable to all areas on the property using Table 16.34.060-2 and the data identified in Section 16.34.060(D)(2)(a)(i) through (a)(iii).
Table 16.34.060-2 Method for Locating Boundaries of Class I and II Riparian Areas
Distance from Water Feature
Development/Vegetation Status1
Developed areas not providing vegetative cover
Low structure vegetation or open soils
Woody Vegetation (shrub and scattered forest canopy)
Forest Canopy (closed to open forest canopy)
Surface Streams
0—50′
Class II
Class I2
Class I
Class I
50′—100′
Class II3
Class I
Class I
100′—150′
Class II3 if slope>25%
Class II3 if slope>25%
Class II3
150′—200′
Class II3 if slope>25%
Class II3 if slope>25%
Class II3 if slope>25%
Wetlands (Wetland Feature Itself is a Class I Riparian Area)
0—100′
Class II3
Class I
Class I
100′—150′
Class II2
Flood Areas
Within 300′ of river or surface stream
Class I
Class I
Class I
More than 300′ from river or surface stream
4
Class II3
Class II3
Class I
0—100′ from edge of flood area
Class II3, 5
Class II3
Notes:
1 The vegetative cover type assigned to any particular area was based on two factors: the type of vegetation observed in aerial photographs and the size of the overall contiguous area of vegetative cover to which a particular piece of vegetation belonged. As an example of how the categories were assigned, in order to qualify as "forest canopy," the forested area had to be part of a larger patch of forest of at least one acre in size.
2 Except that areas within 50 feet of surface streams shall be Class II riparian areas if their vegetation status is "Low structure vegetation or open soils," and if they are high gradient streams. High gradient streams are identified on the Metro Vegetative Cover Map. If a property owner believes the gradient of a stream was incorrectly identified, then the property owner may demonstrate the correct classification by identifying the channel type using the methodology described in the Oregon Watershed Assessment Manual, published by the Oregon Watershed Enhancement Board, and appended to the Metro's Riparian Corridor and Wildlife Habitat Inventories Report, Attachment 1 to Exhibit F to Metro Ordinance No. 05-1077C.
3 Areas that have been identified as habitats of concern, as designated on the Metro Habitats of Concern Map (on file in the Metro Council office), shall be treated as Class I riparian habitat areas in all cases, subject to the provision of additional information that establishes that they do not meet the criteria used to identify habitats of concern as described in Metro's Technical Report for Fish and Wildlife. Examples of habitats of concern include: Oregon white oak woodlands, bottomland hardwood forests, wetlands, native grasslands, riverine islands or deltas, and important wildlife migration corridors.
4 If development prior to the effective date of Metro Ordinance No. 05-1077C within a contiguous, undeveloped flood area (to include contiguous flood areas on adjacent properties) that was not mapped as having any vegetative cover has reduced the size of that contiguous flood area to less than one half of an acre in size, then the remaining flood area shall also be considered a developed flood area and shall not be identified as habitat.
5 Only if within 300 feet of a river or surface stream.
b. 
Step 2—Urban Development Value of the Property. The urban development value of property designated as regionally significant habitat is depicted on the Metro Habitat Urban Development Value Map (available from the Metro Data Resource Center).
i. 
A property's urban development value designation shall be adjusted upward if the Metro 2040 Design Type designation for the property lot or parcel has changed from a category designated as a lower urban development value category to one designated as a higher urban development value category. 2040 Design Type designations are identified on the Metro 2040 Applied Concept Map (available from the Metro Data Resource Center).
ii. 
Properties in areas designated on the 2040 Applied Concept Map as the Central City, Regional Centers, Town Centers, and Regionally Significant Industrial Areas are considered to be of high urban development value; properties in areas designated as Main Streets, Station Communities, Other Industrial Areas, and Employment Centers are of medium urban development value; and properties in areas designated as Inner and Outer Neighborhoods and Corridors are of low urban development value.
iii. 
As designated in Title 13 of Metro's Urban Growth Management Functional Plan, properties owned by a regionally significant educational or medical facility are designated as high urban development value.
c. 
Step 3—Cross-Reference Habitat Class With Urban Development Value. City and County verification of the locations of High, Moderate, and Low Habitat Conservation Areas shall be consistent with Table 16.34.060-3.
Table 16.34.060-3 Method for Identifying Habitat Conservation Areas (HCA)
Fish and Wildlife Habitat Classification
High Urban Development Value1
Medium Urban development Value2
Low Urban development Value3
Other Areas: Parks and Open Spaces, No Design Types Outside UGB
Class I riparian
Moderate HCA
High HCA
High HCA
High HCA /
High HCA+4
Class II riparian
Low HCA
Low HCA
Moderate HCA
Moderate HCA /
High HCA+4
Class A upland wildlife
No HCA
No HCA
No HCA
No HCA /
High HCA5 /
High HCA+4
Class B upland wildlife
No HCA
No HCA
No HCA
No HCA /
High HCA5/
High HCA+4
NOTE: The default urban development value of property is as depicted on the Metro Habitat Urban Development Value Map. The Metro 2040 Design Type designations provided in the following footnotes are only for use when a City or County is determining whether to make an HCA adjustment.
1 Primary 2040 design type: regional centers, central City, town centers, and regionally significant industrial areas
2 Secondary 2040 design type: main streets, station communities, other industrial areas, and employment centers
3 Tertiary 2040 design type: Inner and outer neighborhoods, corridors
4 Cities and counties shall give Class I and II riparian habitat and Class A and B upland wildlife habitat in parks designated as natural areas even greater protection than that afforded to High Habitat Conservation Areas.
5 All Class A and B upland wildlife habitat in publicly-owned parks and open spaces, except for parks and open spaces where the acquiring agency clearly identified that it was acquiring the property to develop it for active recreational uses, shall be considered High HCAs.
For nonexempt uses and activities proposed within verified natural resources, there are three types of development standards outlined in this chapter: nondiscretionary, special use, and discretionary. As summarized below, the special use standards outlined in Section 16.34.070(D) apply to specific types of recreational, public facility and utility facilities. Individuals proposing other nonexempt uses and activities within HCAs (that are not also Water Quality Resource Areas) may use either the nondiscretionary development standards in Section 16.34.070(C) or the discretionary standards in 16.34.075. Except for the Special Uses identified in Section 16.34.070(D), individuals proposing development within a Water Quality Resource must use the discretionary review standards in Section 16.34.075.
Development Standards
Water Quality Resources
HCAs
Nondiscretionary (16.34.070(C))
No
Yes
Special use (16.34.070(D))
Yes
Yes
Discretionary (16.34.075)
Yes
Yes/No
A. 
Permit Requirements. Individuals proposing nonexempt development within Natural Resources (Water Quality Resources or HCAs) must provide a development plan and accompanying narrative explanation that includes the following information. All of the application requirements must be met prior to permit approval.
1. 
Applicants must verify the boundaries of any Water Quality Resource or HCA on their property as described in Section16.34.060.
2. 
For the entire subject property (including non-resource areas), applicants must submit a scale map of the property that includes:
a. 
Location of any wetlands or water bodies on the property, including a delineation of the Water Quality Resource Area;
b. 
Location of all high, moderate, and low HCAs on the property;
c. 
Outline of any existing disturbance area, including the location of existing adjacent streets and paved areas, utilities, culverts, stormwater management facilities, or bridges;
d. 
Location of 100-year floodplain and floodway boundary as defined by the Federal Emergency Management Agency (FEMA) and the area of the 1996 flood inundation; and
e. 
Topography shown by two-foot vertical contours in areas of slopes less than 15%, and at fivefoot vertical contours of slopes 15% or greater. On properties that are two acres or larger, such a contour map is required only for the portion of the property to be developed.
3. 
Detailed site plan of proposed development outlining total disturbance area, including proposed building footprints, site property improvements, utilities and landscaping. The types, sizes and intensities of lights must be placed so that they do not shine directly into the NROZ.
4. 
The following additional information shall be provided about the HCA:
a. 
For properties containing less than one acre of HCA, the location of all trees within the HCA that are greater than six inches diameter at breast height (DBH), shall be identified by size and species. For properties containing one acre or more of HCA, the applicant may approximate the number of trees and the diameter range, and provide a listing of the dominant species;
b. 
For proposed disturbance areas containing less than one acre of HCA, all trees with a diameter of six inches or greater that will be removed shall be specifically identified as to diameter at breast height (DBH) and species. For proposed disturbance areas containing one acre or more of HCA an approximate of the number of trees, their diameters and the dominant species.
5. 
If grading will occur within a Water Quality Resource or HCA, a grading plan showing the proposed alteration of the ground at two-foot vertical contours in areas of slopes less than 15%, and at five-foot vertical contours of slopes 15% or greater.
6. 
When a property containing any Water Quality Resource is subdivided, this Code requires that new subdivision plats delineate and show the Water Quality Resource as a separate unbuildable tract. The division of properties containing HCAs are subject to Section 16.34.070(C)(5).
B. 
Construction Management Plans.
1. 
In order to ensure that trees and vegetation within the NROZ are not damaged during construction, all applicants shall provide a construction management plan that includes the following information:
a. 
Location of site access and egress that construction equipment will use;
b. 
Equipment and material staging and stockpile areas;
c. 
Erosion and sediment control measures; and
d. 
Measures to protect trees and other vegetation located within Water Quality Resources and HCAs, but outside of the disturbance area approved under the provisions of Section 16.34.070 or 16.34.075.
2. 
Applicants who are partitioning or subdividing, but are not simultaneously developing their property, do not need to provide a Construction Management Plan.
C. 
Nondiscretionary Development Standards within HCAs. The following development standards apply to all nonexempt development that occurs within the HCA except for development that occurs pursuant to the standards established by the discretionary development standards in Section 16.34.075 or the special use standards in Section 16.34.070(D).
1. 
Disturbance Area Limitations to Minimize Impact to HCA.
a. 
Detached Single-Family Residential Uses. The maximum disturbance area (MDA) allowed within HCAs is determined by subtracting the area of the lot or parcel outside of the HCAs from the total disturbance area (TDA) calculated as described in Table 16.34.070-1 below. (TDA—Area outside the HCA = MDA)
i. 
Moderate and Low HCAs are subject to the same disturbance area limitations.
ii. 
Calculation of Maximum Disturbance Area. If a lot or parcel includes both High and Moderate/Low HCAs then:
(A) 
If there is more High HCA than Moderate/Low HCA on the lot or parcel, then the MDA shall be calculated as if all of the Moderate/Low and High HCA were High, pursuant to Table 16.34.070-1 below; or
(B) 
If there is more Moderate/Low HCA than High HCA on the lot or parcel, then the MDA shall be calculated as if all of the Moderate/Low and High HCA were Moderate/Low, pursuant to Table 16.34.070-1 below.
iii. 
Location of MDA. If a lot or parcel includes different types of HCAs, then:
(A) 
The amount of development that may occur within the High HCA is equal to the total disturbance area minus the area of the lot or parcel outside of the High HCA (TDA – non-High HCA = MDA). If the area of the lot or parcel outside the High HCA is greater than the total disturbance area, then development shall not occur within the High HCA (Area outside High HCA > TDA = no development in High HCA);
(B) 
The amount of development that may occur within the Moderate HCA is equal to the total disturbance area minus the area of the lot or parcel outside of the High and Moderate HCA (TDA – (Low HCA + non-HCA) = MDA). If the area of the lot or parcel outside the Moderate HCA is greater than the total disturbance area, then development shall not occur within the Moderate HCA (Area outside Moderate HCA > TDA = no development in Moderate HCA); and
(C) 
The amount of development that may occur within the Low HCA is equal to the total disturbance area minus the area of the lot or parcel outside of the High, Moderate and Low HCA (TDA – non-HCA = MDA). If the area of the lot or parcel outside the Low HCA is greater than the total disturbance area, then development shall not occur within the Low HCA (Area outside Low HCA > TDA = no development in Low HCA).
b. 
All Other Uses. The maximum disturbance area (MDA) allowed by right within Low, Moderate and High HCAs in these zones is found in Table 16.34.070-2 below; this MDA is subject to the mitigation requirements described in Section 16.34.070(C)(4).
Table 16.34.070-1 HCA Total Disturbance Area Limitations for Detached SFR Uses
HCA Type
Total Disturbance Area
High
50 percent of the lot area, up to maximum of 5,000 sq. ft.
Moderate/Low
65 percent of the lot area, up to maximum of 6,000 sq. ft.
Table 16.34.070-2 HCA Disturbance Area Limitations for all Uses other than Detached SFR
HCA Type
Maximum Disturbance Area
High
10 percent of HCA on site
Moderate
20 percent of HCA on site
Low
50 percent of HCA on site
c. 
Development within an HCA in accordance with these provisions shall not result in a change of the HCA status of such developed areas on a property. In the case of a later development request seeking to develop within previously undisturbed HCAs on a property where a prior development request was subject to these provisions, the calculation of the MDA allowed on the property shall be based on the location of the HCA, notwithstanding the location of any authorized development within the HCA.
2. 
Protection of habitat during site development. During development of any site containing a HCA, the following standards apply:
a. 
Work areas shall be marked to reduce potential damage to the HCA;
b. 
Trees in HCAs shall not be used as anchors for stabilizing construction equipment;
c. 
Native soils disturbed during development shall be conserved on the property;
d. 
An erosion and sediment control plan is required and shall be prepared in compliance with requirements set forth in the City's Engineering Design Standards Manual;
e. 
Prior to construction, the HCA that is to remain undeveloped shall be flagged, fenced, or otherwise marked and shall remain undisturbed;
f. 
All work on the property shall conform to the Construction Management Plan described in Section 16.34.070(B).
3. 
Utility Facility Standards. The following disturbance area limitations apply to new utilities, private connections to existing or new utility lines, and upgrades to existing utilities.
a. 
The disturbance area for utility facility connections to utility facilities is no greater than 10 feet wide.
b. 
The disturbance area for the upgrade of existing utility facilities is no greater than 15 feet wide.
c. 
No fill or excavation is allowed within the ordinary high water mark of a stream, unless a permit is obtained from the US Army Corps of Engineers through the Standard Local Operating Procedures for Endangered Species (SLOPES) process.
d. 
Mitigation is required as described in Section 16.34.070(B)(4), below.
4. 
Mitigation requirements for disturbance in HCAs. In order to achieve the goal of reestablishing forested canopy that meets the ecological values and functions described in Section 16.34.010, tree replacement and vegetation planting are required when development intrudes into a HCA according to the following standards, except for wetlands mitigation requirements imposed by State and Federal law.
a. 
Required Plants and Plant Densities. All trees, shrubs and groundcover must be native plants selected from the Happy Valley Plant List (Appendix A). An applicant must meet Mitigation Option 1 or 2, whichever results in more tree plantings; except that where the disturbance area is one acre or more, the applicant shall comply with Mitigation Option 2.
i. 
Mitigation Option 1. This mitigation requirement is calculated based on the number and size of trees that are removed from the site. Trees that are removed from the site shall be replaced as shown in Table 16.34.070-3. Conifers shall be replaced with conifers. Bare ground shall be planted or seeded with native grasses or herbs. Non-native sterile wheat grass may also be planted or seeded, in equal or lesser proportion to the native grasses or herbs.
Table 16.34.070-3 Tree Replacement
Size of Tree to be Removed (Inches in Diameter)
Number of Trees and Shrubs to be Planted
6 to 12
2 trees and 3 shrubs
13 to 18
3 trees and 6 shrubs
19 to 24
5 trees and 12 shrubs
25 to 30
7 trees and 18 shrubs
over 30
10 trees and 30 shrubs
ii. 
Mitigation Option 2. This mitigation requirement is calculated based on the size of the disturbance area within a HCA. Native trees and shrubs are required to be planted at a rate of five trees and 25 shrubs per every 500 square feet of disturbance area (calculated by dividing the number of square feet of disturbance area by 500, and then multiplying that result times five trees and 25 shrubs, and rounding all fractions to the nearest whole number of trees and shrubs; for example, if there will be 330 square feet of disturbance area, then 330 divided by 500 equals .66, and .66 times five equals 3.3, so three trees must be planted, and .66 times 25 equals 16.5, so 17 shrubs must be planted). Bare ground shall be planted or seeded with native grasses or herbs. Non-native sterile wheat grass may also be planted or seeded, in equal or lesser proportion to the native grasses or herbs.
b. 
Plant Size. Replacement trees must be at least one-half inch in caliper, measured at six inches above the ground level for field grown trees or above the soil line for container grown trees (the one-half inch minimum size may be an average caliper measure, recognizing that trees are not uniformly round), unless they are oak or madrone which may be one gallon size. Shrubs must be in at least a one-gallon container or the equivalent in ball and burlap and must be at least 12 inches in height.
c. 
Plant Spacing. Trees shall be planted between eight and twelve (12) feet on-center and shrubs shall be planted between four and five feet on center, or clustered in single species groups of no more than four plants, with each cluster planted between eight and ten (10) feet on center. When planting near existing trees, the dripline of the existing tree shall be the starting point for plant spacing measurements.
d. 
Plant Diversity. Shrubs must consist of at least two different species. If 10 trees or more are planted, then no more than 50% of the trees may be of the same genus.
e. 
Location of Mitigation Area. All vegetation must be planted on the applicant's site within the HCA or in an area contiguous to the HCA; provided, however, that if the vegetation is planted outside of the HCA then the applicant shall preserve the contiguous area by executing a deed restriction, such as a restrictive covenant. In addition, an off-site mitigation option is provided in a streamlined discretionary review process, but in all cases, mitigation shall be provided within the City of Happy Valley City limits.
f. 
Invasive Vegetation. Invasive non-native or noxious vegetation must be removed within the mitigation area prior to planting.
g. 
Tree and Shrub Survival. A minimum of 80% of the trees and shrubs planted shall remain alive on the fifth anniversary of the date that the mitigation planting is completed.
h. 
Monitoring and Reporting. Monitoring of the mitigation site is the ongoing responsibility of the property owner. Plants that die must be replaced in kind. The developer shall submit a two-year maintenance bond covering the continued health and survival of all plantings.
i. 
To enhance survival of the mitigation plantings, the following practices are required:
i. 
Mulching. Mulch new plantings a minimum of three inches in depth and 18 inches in diameter to retain moisture and discourage weed growth.
ii. 
Irrigation. Water new plantings one inch per week between June 15th to October 15th, for the three years following planting.
iii. 
Weed Control. Remove, or control, non-native or noxious vegetation throughout maintenance period.
j. 
To enhance survival of tree replacement and vegetation plantings, the following practices are recommended:
i. 
Planting Season. Plant bare root trees between December 1st and February 28th, and potted plants between October 15th and April 30th.
ii. 
Wildlife Protection. Use plant sleeves or fencing to protect trees and shrubs against wildlife browsing and resulting damage to plants.
5. 
Standards for Partitions, Subdivisions and PUDs. The purpose of this section is to allow for partitions in a manner that limits the total amount of allowable development within HCAs on the partitioned parcels; and to require that new subdivision/PUD plats delineate and show the Moderate and High HCAs as a separate unbuildable tract. These standards apply in addition to the other land division requirements of the Happy Valley Land Development Code.
a. 
Standards for Partitions Containing HCAs.
i. 
When partitioning a property into parcels, an applicant shall verify the boundaries of the HCA on the property according to Section 16.34.060.
ii. 
When partitioning a property into parcels there shall be no more than a 30 percentage point difference in the percentage of HCA on the parcels; for example, a partition that produces two parcels, one that is 55% HCA and the other that is 35% HCA is permissible; whereas a partition that produces two parcels, one that is 75% HCA and the other that is 30% HCA is not permissible. However, an applicant may partition a property such that at least 90% of the original property's High HCA and 80% of its Moderate HCA is on a separate unbuildable parcel, protected by a conservation easement.
iii. 
Subsequent development on any parcels containing HCAs shall comply with the development standards of either Section 16.34.070 or Section 16.34.075.
b. 
Standards for Subdivisions/PUDs Containing HCAs.
i. 
Applicants who are subdividing, but not constructing, structures must verify the location of the HCA boundary according to Section 16.34.060 and comply with this subsection. Applicants who are subdividing, but not constructing, structures may:
(A) 
Complete the mitigation requirements of Section 16.34.070(C)(4) (and, if appropriate, Sections 16.34.075(B) and 16.34.075(C)) and thereby exempt all subsequent development on lots containing HCA from further review; or
(B) 
Not complete the mitigation requirements of Sections 16.34.070(C)(4); 16.34.075(B); or 16.34.075(C) thus requiring that any subsequent development within an HCA be subject to this chapter.
ii. 
Applicants who are subdividing and developing properties must comply with Sections 16.34.060 and 16.34.070 or 16.34.075.
iii. 
When a property containing any HCA is subdivided, this Code requires that new subdivision/PUD plats delineate and show the Moderate and High HCA as a separate unbuildable tract according to the following process:
(A) 
The applicant must place at least 90% of the High HCA and 80% of the Moderate HCA in a separate tract.
(1) 
If over 50% of the HCA on a property is of a High designation, the entire calculation is for High (i.e., 90% of the HCA must be placed within a separate tract).
(2) 
If over 50% of the HCA on a property is of a Moderate designation, the entire calculation is for Moderate (i.e., 80% of the HCA must be placed within a separate tract).
(B) 
If the tract is adjacent to the backyard for residences, the minimum backyard requirement is reduced to 10 feet.
(C) 
Prior to preliminary plat approval, the Moderate and/or High HCA shall be shown as a separate tract, which shall not be a part of any lot used for construction of a dwelling unit.
(D) 
Prior to final plat approval, ownership of the HCA tract shall be identified to distinguish it from lots intended for sale. The tract may be identified as any one of the following:
(1) 
Private natural area held by the owner or homeowners association by a restrictive covenant and/or conservation easement; or
(2) 
For residential subdivisions/PUDs, private natural area subject to an easement conveying storm and surface water management rights to the City of Happy Valley and/or Clackamas County Service District No. 1, preventing the owner of the tract from activities and uses inconsistent with the purpose of this chapter; or
(3) 
Public natural area where the tract has been dedicated to the City of Happy Valley or a private nonprofit with the mission of land conservation.
D. 
Special Use Standards. Applications for the uses listed in subsections 5 through 6 of this section shall satisfy the following standards:
1. 
Water Quality Resources and HCAs shall be restored and maintained in accordance with an approved mitigation plan.
2. 
To the extent practicable, existing vegetation shall be protected and left in place. Work areas shall be carefully located and marked to reduce potential damage to Water Quality Resources and HCAs. Trees in the Water Quality Resources or HCAs shall not be used as anchors for stabilizing construction equipment.
3. 
Where existing vegetation has been removed, or the original land contours disturbed, the site shall be revegetated, and the vegetation shall be established as soon as practicable. Nuisance plants, as identified in the Happy Valley Plant List (Appendix A), may be removed at any time. Interim erosion control measures such as mulching shall be used to avoid erosion on bare areas. Nuisance plants shall be replaced with non-nuisance plants by the next growing season.
4. 
Prior to construction, the water quality resource area shall be flagged, fenced or otherwise marked and shall remain undisturbed except as allowed in subsections 5 through 6 of this section. Such markings shall be maintained until construction is complete.
5. 
Walkways and Bike Paths.
a. 
Wherever practicable, a gravel walkway or bike path may not be constructed closer than 10 feet from the boundary of the protected water feature. Walkways and bike paths shall be constructed so as to minimize disturbance to existing vegetation. Where practicable, a maximum of 10% of the trail may be within 30 feet of the protected water feature;
b. 
Wherever practicable, a paved walkway or bike path shall not be constructed closer than 10 feet from the boundary of the protected water feature. For any paved walkway or bike path, the width of Water Quality Resources or HCAs must be increased by a distance equal to the width of the path. Walkways and bike paths shall be constructed so as to minimize disturbance to existing vegetation. Where practicable, a maximum of 10% of the trail may be within 30 feet of the protected water feature; and
c. 
A walkway or bike path shall not exceed 10 feet in width.
6. 
Municipal Water Utility Facilities Standards. Except as provided within this subsection, in addition to all other requirements of Section 16.34.075(D)(2), municipal potable water, stormwater (drainage) and wastewater utility facilities may be built, expanded, repaired, maintained, reconfigured, rehabilitated, replaced or upsized if not exempted in Section 16.34.030. These facilities may include but are not limited to water treatment plants, wastewater treatment plants, raw water intakes, pump stations, transmission mains, conduits or service lines, terminal storage reservoirs, and outfall devices provided that:
a. 
Such projects shall not have to comply with the requirements of Section 16.34.075(D)(2)(b); provided that, where practicable, the project does not encroach closer to a water feature than existing operations and development, or for new projects where there are no existing operations or development, that the project does not encroach closer to a water feature than practicable;
b. 
Best management practices will be employed that accomplish the following:
i. 
Account for watershed assessment information in project design;
ii. 
Minimize the trench area and tree removal within Water Quality Resources and HCAs;
iii. 
Utilize and maintain erosion controls until other site stabilization measures are established, post-construction;
iv. 
Replant immediately after backfilling or as soon as effective;
v. 
Preserve wetland soils and retain soil profiles;
vi. 
Minimize compactions and the duration of the work within the Water Quality Resources and HCAs;
vii. 
Complete in-water construction during appropriate seasons or as approved within requisite Federal or State permits;
viii. 
Monitor water quality during the construction phases, if applicable; and
ix. 
Implement a full inspection and monitoring program during and after project completion, if applicable.
(Ord. 389 § 1(Exh. A), 2009; Ord. 468 § 1, 2014; Ord. 566 § 1, 2022)
There are four discretionary review processes provided in this section: subsection A of this section provides discretionary review for an applicant seeking only to partition a property; subsection B of this section provides discretionary review for an applicant who will comply with the development standards in Section 16.34.070, except that the applicant seeks to meet the mitigation requirements of that section on a different property from the property on which a HCA will be disturbed; subsection C of this section provides discretionary review for an applicant who will comply with the development standards in Section 16.34.070, except that the applicant seeks to meet the mitigation requirements of that section by proportionally varying the number and size of plants required to be planted; and subsection D of this section (Natural Resource Review) provides general discretionary review standards applicable to an applicant seeking some other type of discretionary approval of development that will disturb a Water Quality Resource or HCA.
Within HCAs that are not otherwise Water Quality Resources, applicants may choose to use the alternative discretionary development standards provided in this section rather than the development standards provided in Section 16.34.070. However, a Natural Resource Review is required for development within Water Quality Resources. All four types of discretionary reviews will be processed in accordance with the Type II procedures in Section 16.61.030.
A. 
Discretionary Review for Partitions. An applicant seeking to partition land in ways that do not accord with the standards established in Section 16.34.070(C)(5) may seek review under this subsection.
1. 
The applicant shall verify the boundaries of the HCAs on the property according to Section 16.34.060.
2. 
The applicant shall submit the following application materials:
a. 
A scale map of the entire property that includes:
i. 
Location of all high, moderate, and low HCA on the property;
ii. 
Location of any wetlands or water bodies on, or within 200 feet of the property, including a delineation of the Water Quality Resource Area;
iii. 
Location of 100-year floodplain and floodway boundary as defined by the Federal Emergency Management Agency (FEMA) and the area of the 1996 flood inundation; and
iv. 
A delineation of the proposed partition.
b. 
A written and documented explanation of how and why the proposed partition satisfies the approval criteria in subsection (A)(3). Such written documentation shall include an alternatives analysis of different possible partition plans, based on the characteristics and zoning of the property.
3. 
Approval Criteria. A partition shall be approved under this subsection provided that the applicant demonstrates that it is not practicable to comply with the partition standards in Section 16.34.070(C)(5), and that the applicant's partition plan will result in the smallest practicable percentage point difference in the percentage of HCA on the parcels created by the partition (this will minimize the amount of allowable disturbance areas within HCAs on the parcels, assuming that the development standards in Section 16.34.070 were applied to future development on such parcels).
4. 
Subsequent development on any parcels created by the partition and containing HCAs shall comply with all provisions of this Code, except that the map verification completed and approved as part of the partition may be used to satisfy the requirements of Section 16.34.060(C) for any such development.
B. 
Discretionary Review to Approve Off-Site Mitigation. An applicant seeking discretionary approval only for off-site mitigation within the same subwatershed (6th Field Hydrologic Unit Code), but who will comply with all other provisions of Section 16.34.070, may seek review under this subsection. An applicant who seeks to conduct the mitigation in a different subwatershed may apply for such approval under subsection D.
1. 
The applicant shall submit:
a. 
A calculation of the number of trees and shrubs the applicant is required to plant under Section 16.34.070(C)(4); and
b. 
A map and accompanying narrative that details the following:
i. 
The number of trees and shrubs that can be planted on-site,
ii. 
The on-site location where those trees and shrubs can be planted,
iii. 
An explanation of why it is not practicable for the remainder of the mitigation to occur on-site, and
iv. 
The proposed location for off-site mitigation and documentation that the applicant can carry out and ensure the success of the mitigation, including documentation that the applicant possesses legal authority to conduct and maintain the mitigation, such as having a sufficient ownership interest in the mitigation site, and, if the mitigation is not within a HCA, documentation that the mitigation site will be protected after the monitoring period expires, such as through the use of a restrictive covenant.
2. 
Approval Criteria. Off-site mitigation shall be approved under this subsection provided that the applicant has demonstrated that it is not practicable to complete the mitigation on-site and that the applicant has documented that it can carry out and ensure the success of the off-site mitigation on a property within the same subwatershed (6th Field Hydrologic Unit Code) as the related disturbed HCA, and provided that, in all cases, mitigation provided is within the City of Happy Valley City limits.
3. 
Mitigation approved under this subsection shall be subject to all of the requirements of Section 16.34.070(C)(4), except for the requirements of Section 16.34.070(C)(4)(e).
C. 
Discretionary Review to Approve Mitigation that Varies the Number and Size of Trees and Shrubs. An applicant seeking discretionary approval only to proportionally vary the number and size of trees and shrubs required to be planted under Section 16.34.070(C)(4)—for example, to plant fewer larger trees and shrubs or to plant more smaller trees and shrubs—but who will comply with all other provisions of Section 16.34.070, may seek review under this subsection.
1. 
The applicant shall submit:
a. 
A calculation of the number of trees and shrubs the applicant would be required to plant under Section 16.34.070(C)(4);
b. 
The numbers and sizes of trees and shrubs that the applicant proposes to plant;
c. 
An explanation of why the numbers and sizes of trees and shrubs that the applicant proposes to plant will achieve, at the end of the fifth year after initial planting, comparable or better mitigation results than the results that would be achieved if the applicant complied with all of the requirements of Section 16.34.070(C)(4). Such explanation shall be prepared and signed by a knowledgeable and qualified natural resources professional or a certified landscape architect and shall include discussion of site preparation, including soil additives and removal of invasive and noxious vegetation, plant diversity, plant spacing, planting season, and immediate post-planting care, including mulching, irrigation, wildlife protection, and weed control; and
d. 
The applicant's mitigation site monitoring and reporting plan.
2. 
Approval Criteria. A request to vary the numbers and sizes of trees and shrubs to be planted shall be approved if the applicant demonstrates that the proposed planting will achieve, at the end of the fifth year after initial planting, comparable or better mitigation results than the results that would be achieved if the applicant complied with all of the requirements of Section 16.34.070(C)(4). Such determination shall take into consideration all of the information required to be submitted under subsection (C)(1).
3. 
Mitigation approved under this subsection shall be subject to the requirements of Sections 16.34.070(C)(4)(d) through (4)(i), and it is recommended that such mitigation also follow the practices recommended in Section 16.34.070(C)(4)(j).
D. 
Natural Resource Review (NRR). An applicant seeking discretionary approval to undertake any development activity within a Water Quality Resource or HCA that does not comply with Section 16.34.070 and is not described in subsections A, B or C shall apply for a Natural Resource Review pursuant to subsection D. Natural Resource Review (NRR) is the discretionary process by which the City analyzes the impacts of development on natural resources, as well as measures to prevent negative impacts, and also provides mitigation and enhancement requirements. The Planning Official may consult with a professional with appropriate expertise to evaluate an applicant's NRR application prepared under this section or may rely on appropriate staff expertise, in order to properly evaluate the report's conclusions.
1. 
Agency Coordination. Other state and regional agencies regulate some of the natural resources that are protected by the standards of this chapter. In order to avoid unnecessary duplication, an applicant may substitute application materials prepared by another regulating agency, for the materials required by this section where these materials will provide sufficient information for the City to address the approval criteria in subsection (D)(3).
2. 
Application Requirements. The applicant shall provide all items described in Section 16.34.070(A), except that, for utility projects undertaken by public utilities across property that is not owned by the utility, the utility shall not be required to map or provide any information about the property except for the area within 300 feet of the location of the proposed disturbance area of the utility's project, and the applicant shall also provide all of the following:
a. 
A topographic map of the site with two-foot vertical contours in areas of slopes less than 15%, and at five-foot vertical contours of slopes 15% or greater showing a delineation of the Water Quality Resource, which includes areas shown on the Happy Valley Steep Slopes and Natural Resources Overlay Zone Map, and that meets the definition of water quality resource areas in Table 16.34.030-1;
b. 
Location of Title 3 Wetlands. Where Title 3 wetlands are identified, the applicant shall follow the Division of State Lands recommended wetlands delineation process. The delineation shall be prepared by a professional wetlands specialist;
c. 
An inventory, location and plan for removal of any existing debris and noxious materials;
d. 
An assessment of the existing condition of any Water Quality Resources, including an inventory and map of the existing plant communities including the number and area covered by each plant community present. A plant community is defined as a grouping of plants that often occur together growing in a uniform habitat. For each sample point, document the area covered by all species providing greater than five percent cover within the plot boundary. A 10 foot radius plot for herbs (non-woody vegetation) and a 30 foot radius plot for woody vegetation are required; however, plot boundaries may be adjusted to ensure that only one plant community is represented in a plot. The inventory and map shall specify cover by native species, invasive species, and noxious species.
e. 
Impact Evaluation and Alternatives Analysis. An impact evaluation and alternatives analysis is required to determine compliance with the approval criteria and to evaluate development alternatives for a particular property. The alternatives must be evaluated on the basis of their impact on Water Quality Resources and HCAs, the ecological functions provided by the resource on the property, and off-site impacts within the subwatershed (6th Field Hydrologic Unit Code) where the property is located. The impact evaluation shall include the following:
i. 
Identification of the ecological functions of riparian habitat found on the property as described in Table 16.34.075-1.
ii. 
An assessment of the water quality impacts related to the development, including: sediments, temperature and nutrients, sediment control, temperature control or addressing any other condition with the potential to cause the Protected Water Feature to be listed on DEQ's 303(d) list.
iii. 
Evaluation of alternative locations, design modifications, or alternative methods of development to determine which options reduce the significant detrimental impacts on the HCAs and the ecological functions provided on the property. At a minimum, the following approaches must be considered:
(A) 
The techniques described in Section 16.34.050;
(B) 
Multi-story construction;
(C) 
Minimizing building and development footprint;
(D) 
Maximizing the use of native landscaping materials; and
(E) 
Minimal excavation foundation systems (e.g., pier, post or piling foundation).
iv. 
Determination of the alternative that best meets the applicable approval criteria and identification of significant detrimental impacts that are unavoidable. Where Water Quality Resources are proposed to be impacted, the applicant shall also demonstrate that no practicable alternatives to the requested development exist that will not disturb the Water Quality Resource; that development in the Water Quality Resource has been limited to the area necessary to allow for the proposed use; and that the Water Quality Resource can be restored to an equal or better condition.
Table 16.34.075-1 Ecological Functional Values of Riparian Corridors
Ecological Function
Landscape Features Providing Functional Values
Microclimate and shade
Forest canopy or woody vegetation within 100 feet of a stream; a wetland1; or a flood area2.
Streamflow moderation and water storage
A wetland or other water body3 with a hydrologic connection to a stream; or a flood area2.
Bank stabilization, sediment and pollution control
All sites within 50 feet of a surface stream;
Forest canopy, woody vegetation, or low structure vegetation/open soils within 100 feet of a stream or a wetland; or forest canopy, woody vegetation, or low structure vegetation/open soils within a flood area; and
Forest canopy, woody vegetation, or low structure vegetation/open soils within 100—200 feet of a stream if the slope is greater than 25 percent.
Large wood and channel dynamics
Forest canopy within 150 feet of a stream or wetland; or within a flood area; and
The channel migration zone is defined by the floodplain, but where there is no mapped floodplain a default of 50 feet is established to allow for the channel migration zone.
Organic material sources
Forest canopy or woody vegetation within 100 feet of a stream or wetland; or within a flood area.
NOTES:
1 Refers to "hydrologically-connected wetlands," which are located partially or wholly within one-quarter mile of a surface stream or flood area.
2 Developed floodplains are not identified as HCAs because they do not provide primary ecological functional value.
3 "Other water body" could include lakes, ponds, reservoirs, or manmade water feature that is not a water quality facility or farm pond.
f. 
Mitigation Plan. The purpose of a mitigation plan is to compensate for unavoidable significant detrimental impacts to ecological functions that result from the chosen development alternative as identified in the impact evaluation.
i. 
An applicant may choose to develop a mitigation plan consistent with the requirements of Section 16.34.070(C)(4). If an applicant so chooses, then the applicant shall submit a mitigation plan demonstrating such compliance.
ii. 
If an applicant chooses to develop an alternative mitigation plan that would not comply with the requirements of Section 16.34.070(C)(4), including, for example, a proposal to create an alternative plant community type such as an oak savannah or a low-structure plant community, then the applicant shall submit a mitigation plan that includes all of the following:
(A) 
An explanation of how the proposed mitigation will adequately compensate for the impacts to ecological functions described in the impact evaluation required by subsection (D)(2)(e). The applicant shall use the mitigation that would be required under Section 16.34.070(C)(4) as the baseline mitigation required to compensate for disturbance to a HCA that provides an average level of ecological functions. Such explanation shall include:
(1) 
If the applicant uses the mitigation that would be required under Section 16.34.070(C)(4) as the baseline mitigation required to compensate for disturbance to a HCA, then the applicant shall submit a calculation of the number of trees and shrubs the applicant would be required to plant under Section 16.34.070(C)(4);
(2) 
A site plan showing where the specific mitigation activities will occur and the numbers and sizes of trees and shrubs that the applicant proposes to plant; and
(3) 
A discussion of site preparation including soil additives and removal of invasive and noxious vegetation, plant diversity, plant spacing, planting season, and immediate post-planting care including mulching, irrigation, wildlife protection, and weed control.
(B) 
Documentation of coordination with appropriate local, regional, special district, state, and federal regulatory agencies.
(C) 
A list of all parties responsible for implementing and monitoring the mitigation plan and, if mitigation will occur off-site, the names of the owners of property where mitigation plantings will occur.
(D) 
The applicant's mitigation site monitoring and reporting plan. Applicant must provide a minimum of three years of monitoring and maintenance (with removal of invasive species). All such maintenance must be documented and reported annually.
(E) 
If the proposed mitigation will not be conducted on-site, the applicant shall submit a map and accompanying narrative that details the following:
(1) 
The number of trees and shrubs that can be planted on-site;
(2) 
The on-site location where those trees and shrubs can be planted;
(3) 
An explanation of why it is not practicable for the remainder of the mitigation to occur on-site; and
(4) 
The proposed location for off-site mitigation and documentation that the applicant can carry out and ensure the success of the mitigation, including documentation that the applicant possesses legal authority to conduct and maintain the mitigation, such as having a sufficient ownership interest in the mitigation site, and, if the mitigation is not within a HCA, documentation that the mitigation site will be protected after the monitoring period expires, such as through the use of a restrictive covenant. In all cases, mitigation must be provided within the City of Happy Valley City limits.
(F) 
If the mitigation area is off-site and not within the same subwatershed (6th Field Hydrologic Unit Code) as the related disturbed HCA, the applicant shall submit an explanation of why it is not practicable to conduct the mitigation within the same subwatershed and of why and how, considering the purpose of the mitigation, the mitigation will provide more ecological functional value if implemented outside of the subwatershed.
(G) 
An implementation schedule, including timeline for construction, mitigation, mitigation maintenance, monitoring, reporting and a contingency plan. If the applicant is proposing any in-stream work in fish-bearing streams as part of the mitigation project, then the applicant shall submit documentation that such work will be done in accordance with the Oregon Department of Fish and Wildlife instream work timing schedule.
iii. 
In addition, where a Water Quality Resource is proposed to be impacted, the mitigation plan shall contain the following additional information:
(A) 
A description of adverse water quality impacts that will be caused as a result of development;
(B) 
An explanation of how development in the Water Quality Resource has been limited to the area necessary to allow for the proposed use and how the Water Quality Resource area will be restored to an equal or better condition; and
(C) 
A map showing where the specific mitigation activities will occur.
g. 
The Impact Evaluation and Alternatives Analysis required by subsection (D)(1)(e) and the Mitigation Plan required by subsection (D)(1)(f) shall be prepared and signed by either (i) a knowledgeable and qualified natural resource professional, such as a wildlife biologist, botanist, or hydrologist, or (ii) a civil or environmental engineer registered in Oregon to design public sanitary or storm systems, stormwater facilities, or other similar facilities. The application shall include a description of the qualifications and experience of all persons that contributed to the Impact Evaluation and Alternatives Analysis and to the Mitigation Plan, and for each person that contributed, a description of the elements of such reports to which the person contributed.
3. 
Approval Criteria.
a. 
All application requirements in subsection (D)(1) shall be met.
b. 
Avoid. An applicant shall first avoid the intrusion of development into Water Quality Resources and HCAs to the extent practicable. The development that is proposed must have less detrimental impact to Water Quality Resources and HCAs than other practicable alternatives, including significantly different practicable alternatives that propose less development within Water Quality Resources and HCAs. If there are both Water Quality Resource Areas and HCAs on a property and/or there is more than one type of HCA on a property, then the applicant shall first avoid the intrusion of development into the Water Quality Resource, then into the higher-valued HCA, to the extent practicable, and the development that is proposed must have less detrimental impact to the Water Quality Resource and higher-valued HCAs than other practicable alternatives. To avoid development in Water Quality Resources and HCAs, and to the extent practicable, applicants shall use the approaches described in subsection (D)(1)(e)(iii).
c. 
Minimize. If the applicant demonstrates that there is no practicable alternative that will not avoid disturbance of Water Quality Resources and HCAs, then the development proposed by the applicant within the Water Quality Resources and HCAs shall minimize detrimental impacts to the extent practicable. If there are both Water Quality Resource Areas and HCAs on a property and/or there is more than one type of HCAs on a property, then the development within Water Quality Resources and higher-valued HCAs shall be considered more detrimental than development within lower-valued HCAs.
i. 
Development must minimize detrimental impacts to ecological functions and loss of habitat consistent with uses allowed by right under the base zone, to the extent practicable.
ii. 
To the extent practicable within Water Quality Resources and HCAs, the proposed development shall be designed, located, and constructed to:
(A) 
Minimize grading, removal of native vegetation, and disturbance and removal of native soils by using the approaches described in Section 16.34.070(C)(2), reducing building footprints, and using minimal excavation foundation systems (e.g., pier, post or piling foundation);
(B) 
Minimize adverse hydrological impacts on water resources such as by using the techniques described in Part (a) of Table 16.34.075-2, unless their use is prohibited by an applicable and required State or Federal permit issued to a unit of local government having jurisdiction in the area, such as a permit required under the Federal Clean Water Act, 33 U.S.C. Sections 1251 et seq., or the Federal Safe Drinking Water Act, 42 U.S.C. Sections 300f et seq., and including conditions or plans required by such permit;
(C) 
Minimize impacts on wildlife corridors and fish passage such as by using the techniques described in Part (b) of Table 16.34.075-2; and
(D) 
Consider using the techniques described in Part (c) of Table 16.34.075-2 to further minimize the impacts of development in the Water Quality Resources and HCAs.
Table 16.34.075-2 Habitat-Friendly Development Practices*
Part (a): Design and Construction Practices to Minimize Hydrologic Impacts
1.
Amend disturbed soils to original or higher level of porosity to regain infiltration and stormwater storage capacity.
2.
Use pervious paving materials for residential driveways, parking lots, walkways, and within centers of cul-de-sacs.
3.
Incorporate stormwater management in road rights-of-way.
4.
Landscape with rain gardens to provide on-lot detention, filtering of rainwater, and groundwater recharge.
5.
Use green roofs for runoff reduction, energy savings, improved air quality, and enhanced aesthetics.
6.
Disconnect downspouts from roofs and direct the flow to vegetated infiltration/filtration areas such as rain gardens.
7.
Retain rooftop runoff in a rain barrel for later on-lot use in lawn and garden watering.
8.
Use multifunctional open drainage systems in lieu of more conventional curb-and-gutter systems.
9.
Use bioretention cells as rain gardens in landscaped parking lot islands to reduce runoff volume and filter pollutants.
10.
Apply a treatment train approach to provide multiple opportunities for stormwater treatment and reduce the possibility of system failure.
11.
Reduce sidewalk width and grade them such that they drain to the front yard of a residential lot or retention area.
12.
Reduce impervious impacts of residential driveways by narrowing widths and moving access to the rear of the site.
13.
Use shared driveways.
14.
Reduce width of residential streets, depending on traffic and parking needs.
15.
Reduce street length, primarily in residential areas, by encouraging clustering and using curvilinear designs.
16.
Reduce cul-de-sac radii and use pervious vegetated islands in center to minimize impervious effects, and allow them to be utilized for truck maneuvering/loading to reduce need for wide loading areas on site.
17.
Eliminate redundant non-ADA sidewalks within a site (i.e., sidewalk to all entryways and/or to truck loading areas may be unnecessary for industrial developments).
18.
Minimize car spaces and stall dimensions, reduce parking ratios, and use shared parking facilities and structured parking.
19.
Minimize the number of stream crossings and place crossing perpendicular to stream channel if possible.
20.
Allow narrow street rights-of-way through stream corridors whenever possible to reduce adverse impacts of transportation corridors.
Part (b): Design and Construction Practices to Minimize Impacts on Wildlife Corridors and Fish Passage
1.
Carefully integrate fencing into the landscape to guide animals toward animal crossings under, over, or around transportation corridors.
2.
Use bridge crossings rather than culverts wherever possible.
3.
If culverts are utilized, install slab, arch or box type culverts, preferably using bottomless designs that more closely mimic stream bottom habitat.
4.
Design stream crossings for fish passage with shelves and other design features to facilitate terrestrial wildlife passage.
5.
Extend vegetative cover through the wildlife crossing in the migratory route, along with sheltering areas.
Part (c): Miscellaneous Other Habitat-Friendly Design and Construction Practices
1.
Use native plants throughout the development (not just in HCA).
2.
Locate landscaping (required by other sections of the code) adjacent to HCA.
3.
Reduce light spill-off into HCAs from development.
4.
Preserve and maintain existing trees and tree canopy coverage, and plant trees, where appropriate, to maximize future tree canopy coverage.
*
These development practices represent the state of scientific knowledge at the time of this Code's enactment; if more effective habitat-friendly practices become available, they should be used.
d. 
Mitigate. If the applicant demonstrates that there is no practicable alternative that will not avoid disturbance of a Water Quality Resource or HCA, then development must mitigate for adverse impacts to the Water Quality Resource and HCA. All proposed mitigation plans must meet the following standards.
i. 
The mitigation plan shall demonstrate that it compensates for detrimental impacts to ecological functions provided by HCAs, after taking into consideration the applicant's efforts to minimize such detrimental impacts through the use of the techniques described in Table 16.34.075-2 and through any additional or innovative techniques. A mitigation plan that requires the amount of planting that would be required under Section 16.34.070(C)(4) based on the amount of proposed disturbance area within the HCA, and that otherwise complies with all of the mitigation requirements in Section 16.34.070(C)(4), shall be considered to have satisfied the requirements of subsection (D)(2)(d).
ii. 
Mitigation shall occur on the site of the disturbance, to the extent practicable. Off-site mitigation shall be approved if the applicant has demonstrated that it is not practicable to complete the mitigation on-site and that the applicant has documented that it can carry out and ensure the success of the off-site mitigation, as described in subsection (B)(1)(b)(iv). In addition, if the off-site mitigation area is not within the same subwatershed (6th Field Hydrologic Unit Code) as the related disturbed HCA, the applicant shall demonstrate that it is not practicable to complete the mitigation within the same subwatershed and that, considering the purpose of the mitigation, the mitigation will provide more ecological functional value if implemented outside of the subwatershed. Mitigation shall not be allowed outside of the Metro jurisdictional boundary.
iii. 
All re-vegetation plantings shall be with native plants listed on the Happy Valley Plant List (Appendix A).
iv. 
All in-stream work in fish-bearing streams shall be done in accordance with the Oregon Department of Fish and Wildlife in-stream work-timing schedule.
v. 
A mitigation maintenance plan shall be included and shall be sufficient to ensure the success of the planting, and compliance with the plan shall be a condition of development approval.
e. 
Natural resource boundaries shall be located and staked by a qualified professional prior to any construction, demolition, grading or site clearing. Construction barrier fencing should be erected around the vegetated corridor prior to construction.
f. 
Protective measures and erosion control measures shall comply with the City's Erosion Control Ordinance No. 141. These measures shall remain in place throughout the development of the site.
g. 
No stockpiling of fill materials, parking, or storage of construction equipment shall be allowed within a significant natural resource or its buffer.
h. 
The types, sizes and intensities of lights must be placed so that they do not shine directly into the significant natural resource or its buffer.
i. 
The removal of native vegetation shall not be permitted from a resource area unless:
i. 
A permit has been issued by the City in accordance with the land development code; or
ii. 
Species to be removed are on the Happy Valley Plant List's Nuisance Plant List or Prohibited Plant List (Appendix A).
j. 
Plantings within the natural resource shall only be with species on the Happy Valley Plant List's native groundcovers, shrub or tree lists (Appendix A).
(Ord. 389 § 1(Exh. A), 2009; Ord. 398 § 1, 2010; Ord. 539 § 1, 2018; Ord. 545 § 1, 2019; Ord. 550 § 1, 2020)
A. 
The following standards apply to required mitigation:
1. 
Mitigation shall occur at a two-to-one ratio of mitigation area to proposed Natural Resource Overlay Zone (NROZ) disturbance area. Mitigation of the removal or encroachment of a wetland or stream shall not be part of this chapter and will be reviewed by the Division of State Lands or the Army Corp of Engineers during a separate review process;
2. 
Mitigation shall occur on the site where the disturbance occurs, except as follows:
a. 
The mitigation is required for disturbance associated with a right-of-way or utility in the right-of-way,
b. 
The mitigation shall occur first on the same stream tributary, secondly in the Mt. Scott Creek, Sieben Creek, Rock Creek, Richardson Creek or a tributary thereof, or thirdly as close to the impact area as possible within the NROZ, and
c. 
An easement that allows access to the mitigation site for monitoring and maintenance shall be provided as part of the mitigation plan;
3. 
Mitigation shall occur within the NROZ area of a site unless it is demonstrated that this is not feasible because of a lack of available and appropriate area. In such cases, the proposed mitigation area shall be contiguous to the existing NROZ area so the NROZ boundary can be easily extended in the future to include the new resource site;
4. 
Invasive and nuisance vegetation shall be removed within the mitigation area;
5. 
Required Mitigation Planting. An applicant shall meet Mitigation Planting Option 1 or 2 below, whichever option results in more tree plantings, except that where the disturbance area is one acre or more, Mitigation Option 2 shall be required. All trees, shrubs and ground cover shall be selected from the Happy Valley Native Plant List;
6. 
Applications on sites where no trees are present or which are predominantly covered with invasive species shall be required to mitigate the site, remove the invasive species and plant trees and native plants pursuant to Option 2.
B. 
Mitigation Planting Option 1.
1. 
Planting Quantity. This option requires mitigation planting based on the number and size of trees that are removed from the site pursuant to Table 16.34.080-1. Conifers shall be replaced with conifers. Bare ground shall be planted or seeded with native grasses and ground cover species.
Table 16.34.080-1 (Required Planting Option 1)
Size of Tree to be Removed (DBH)
Number of Trees and Shrubs to be Replanted
6 to 12″
2 trees and 3 shrubs
13 to 18″
3 trees and 6 shrubs
19 to 24″
5 trees and 12 shrubs
25 to 30″
7 trees and 18 shrubs
Over 30″
10 trees and 30 shrubs
2. 
Plant Size. Replacement trees shall be at least one-half inch in caliper on average, measured at six inches above the ground level for field grown trees or above the soil line for container grown trees. Oak, madrone, ash or alder may be one-gallon size. Conifers shall be a minimum of six feet in height. Shrubs must be in at least one-gallon container size or the equivalent in ball and burlap and shall be at least 12 inches in height at the time of planting. All other species shall be a minimum of four-inch pots.
3. 
Plant Spacing. Except for the outer edges of mitigation areas, trees and shrubs shall be planted in a non-linear fashion. Plant spacing for new species shall be measured from the driplines of existing trees when present. Trees shall be planted on average between eight and twelve (12) feet on center, and shrubs shall be planted on average between four and five feet on center, or clustered in single species groups of no more than four plants, with each cluster planted on average between eight and ten (10) feet on center.
4. 
Mulching and Irrigation. Mulch new plantings a minimum of three inches in depth and 18 inches in diameters. Water new plantings one inch per week from June 30th to September 15th, for the three years following planting.
5. 
Plant Diversity. Shrubs shall consist of at least two different species. If ten trees or more are planted, no more than one-half of the trees may be of the same genus.
C. 
Mitigation Planting Option 2.
1. 
Planting Quantity. In this option, the mitigation requirement is calculated based on the size of the disturbance area within the NROZ. Native trees and shrubs are required to be planted at a rate of five trees and 25 shrubs per every 500 square feet of disturbance area (calculated by dividing the number of square feet of disturbance area by 500, and then multiplying that result times five trees and 25 shrubs, and rounding all fractions to the nearest whole number of trees and shrubs; for example, if there will be 330 square feet of disturbance area, then 330 divided by 500 equals 0.66, and 0.66 times five equals 3.3, so three trees must be planted, and 0.66 times 25 equals 16.5, so 17 shrubs must be planted). Bare ground must be planted or seeded with native grasses or herbs. Nonnative sterile wheat grass may also be planted or seeded, in equal or lesser proportion to the native grasses or herbs.
2. 
Plant Size. Plantings may vary in size dependent on whether they are live cuttings, bare root stock or container stock, however, no initial plantings may be shorter than 12 inches in height.
3. 
Plant Spacing. Trees shall be planted at average intervals of seven feet on center. Shrubs may be planted in single-species groups of no more than four plants, with clusters planted on average between eight and ten (10) feet on center.
4. 
Mulching and Irrigation shall be applied in the amounts necessary to ensure 80% survival at the end of the required five-year monitoring period.
5. 
Plant Diversity. Shrubs shall consist of at least three different species. If 20 trees or more are planted, no more than one-third of the trees may be of the same genus.
D. 
Alternative Planting Plan. An alternative planting plan using native plants may be approved in order to create a new wetland area, if it is part of a wetlands mitigation plan that has been approved by the DSL or the U.S. Army Corps of Engineers (USACE) in conjunction with a wetland joint removal/fill permit application.
E. 
Monitoring and Maintenance. The mitigation plan shall provide for a five-year monitoring and maintenance plan with annual reports in a form approved by the director of community development. Monitoring of the mitigation site is the on-going responsibility of the property owner, assign, or designee, who shall submit said annual report to the city's planning division, documenting plant survival rates of shrubs and trees on the mitigation site. Photographs shall accompany the report that indicate the progress of the mitigation. A minimum of 80% survival of trees and shrubs of those species planted is required at the end of the five-year maintenance and monitoring period. Any invasive species shall be removed and plants that die shall be replaced in kind. Bare spots and areas of invasive vegetation larger than 10 square feet that remain at the end the five-year monitoring period shall be replanted or reseeded with native grasses and ground cover species.
F. 
Covenant or Conservation Easement. Applicant shall record a restrictive covenant or conservation easement, in a form provided by the city, requiring the owners and assigns of properties subject to this section to comply with the applicable mitigation requirements of this section. Said covenant shall run with the land and permit the city to complete mitigation work in the event of default by the responsible party. Costs borne by the city for such mitigation shall be borne by the owner.
G. 
Financial Guarantee. A financial guarantee for establishment of the mitigation area, in a form approved by the city, shall be submitted before development within the NROD disturbance area commences. The city will release the guarantee at the end of the five-year monitoring period, or before, upon its determination that the mitigation plan has been satisfactorily implemented pursuant to this section.
(Ord. 389 § 1(Exh. A), 2009; Ord. 398 § 1, 2010; Ord. 550 § 1, 2020)
Development proposals that are subject to the provisions of Chapter 16.34 will require an environmental review permit application. Environmental review permits will be reviewed through a Type II procedure, pursuant to Section 16.61.030.
(Ord. 389 § 1(Exh. A), 2009)