A.
Applicability
The tree preservation and planting standards in this subsection apply in residential zones to the construction of a new residential dwelling unit(s) that results in an increase of building footprint.
B.
Tree Preservation Standards
1.
Healthy trees at least six-inch DBH are required to be preserved except when their removal is required for construction, demolition, grading, utilities, and other development impacts.
2.
When a development application includes the removal of a healthy tree 30 inches DBH or greater, a Significant Tree Removal Fee shall be assessed in accordance with the consolidated fee schedule. This fee does not relieve the applicant of any other requirements of this chapter, including replacement trees, tree protection measures, or required arborist reports.
3.
Preservation of at least 40% on-site healthy private tree canopy coverage is required unless mitigation is provided according to Subsection 16.32.042.E. See Figures 16.32.042.B.2-a and B.2-b for examples of when mitigation is or is not required. (See Subsection 16.32.042.D.3 for information on calculating tree canopy coverage.)
4.
For development sites with 40% or less on-site healthy private tree canopy coverage, the removal of healthy private tree canopy is not allowed unless mitigation is provided according to Subsection 16.32.042.E.
5.
Trees of any size that are listed on the Milwaukie Rare or Threatened Tree List must be prioritized for preservation; if removed, healthy trees from this list will incur an additional fee as listed on the Consolidated Fee Schedule.
6.
Unhealthy trees and tree species on the Oregon State Noxious Weed List or Milwaukie Invasive Tree List, as well as trees within designated natural resource areas (as per Section 19.402) that are listed as nuisance species on the Milwaukie Plant List, are not required to be preserved in conjunction with applicable development as established in Subsection 16.32.042.A.
7.
The applicant must provide a performance bond for existing trees that are preserved for purposes of addressing the 40% canopy coverage standard, to ensure their survival for such period of time as identified in the Consolidated Fee Schedule. On-site trees may be exempt from the performance bond requirements if the Urban Forester or an ISA Certified Arborist determine that construction activities do not present a significant impact to tree health. Existing trees used for canopy credit do not qualify for removal based on the criteria outlined in Subsection 16.32.044 D.2.(11).
C.
Planting Standards
1.
At least 40% tree canopy is required for a development site from existing healthy trees or new tree plantings unless mitigation is provided according to Subsection 16.32.042E. See Figure 16.32.042.C.1 for an example of tree planting where mitigation is not required.
2.
The minimum size of newly planted trees is 1.5-inch caliper for broadleaf trees and five feet tall for conifers unless otherwise approved by the Urban Forester. Newly planted trees must be in good health with the size and quality consistent with ISA Best Management Practices and ANSI Z60.2 standards.
3.
The species selection and spacing of trees to be planted must be such that it provides for the eventual mature size of the trees. Soil type, soil conditions and other site constraints must be considered when selecting species for planting.
4.
Root barriers must be installed according to the manufacturer's specifications when a tree is planted within five feet of pavement or an underground utility box unless otherwise approved by the Urban Forester.
5.
Where there are overhead high voltage utility lines, the tree species selected must be of a type that, at full maturity, will not require pruning to avoid interference with the lines.
6.
Newly planted trees must survive a minimum number of years beyond the date of planting, with a performance bond to ensure that each new tree is replaced if it does not survive through the minimum period. See the Consolidated Fee Schedule for details. All trees planted for canopy credit would not qualify for removal based on the criteria outlined in Subsection 16.32.044D.2.(11).
D.
Tree Canopy Calculations and Credits
The following situations are eligible for credit towards tree canopy requirements when trees are planted or preserved in accordance with applicable City standards:
1.
On-Site Trees
a.
100% of the existing crown area or mature crown area of on-site healthy private trees that are preserved, whichever is greater.
(1)
In cases where a portion of the crown area of an on-site healthy private tree extends off site, the entire crown area is eligible for credit towards the tree canopy requirements.
(2)
In cases where a portion of the crown area of an off-site private tree extends on site, the crown area is not eligible for credit towards the tree canopy requirements.
(3)
Healthy on-site trees with DBHs of 12 inches or greater may receive additional canopy credits for existing or future mature crown area (whichever is greater) to be factored into preservation calculations as defined in the Consolidated Fee Schedule.
b.
75% of the future mature crown area of planted on-site private trees.
3.
Interpretations
a.
When the trunk of a tree crosses a property line at ground level it is considered an on-site tree; except that when the trunk crosses a public right-of-way line at ground level, it is considered a street tree for the purposes of these tree planting standards.
b.
Public right-of-way will be considered off-site for the purposes of these planting standard calculations.
c.
Tree species on the Oregon State Noxious Weed List or Milwaukie Invasive Tree List are not to be included in the total canopy calculations.
d.
Trees of any species that are less than six-inches DBH are not to be included in the total canopy calculations unless a bond is provided.
e.
The Milwaukie Mature Tree Crown Area Reference List is the primary resource for determining the estimated tree canopy area for various species.
Table 16.32.042D summarizes the credits eligible for the tree canopy requirements of Section 16.32.042. |
Table 16.32.042.D Eligible Credits for Tree Canopy Requirements | ||
|---|---|---|
Tree Location | Existing Preserved Trees | Newly Planted Trees |
On-Site Trees (Trees located within the tax lot) | 100% of existing or future mature crown area, whichever is greater1 | 75% of future mature crown area |
Street Trees (Street tees within the adjacent ROW) | 50% of existing or future mature crown area, whichever is greater | 50% of future mature crown area |
1 | Healthy on-site trees with DBH of 12 inches or greater may receive additional canopy credits for existing or future mature crown area—see Consolidated Fee Schedule. |
E.
Mitigation Fees
If the tree preservation and/or tree planting standards are not met, mitigation fees must be provided to the Tree Fund as follows:
1.
The fee in lieu of preservation standard in the Consolidated Fee Schedule, based on the percentage of removed onsite healthy private canopy coverage below the 40% minimum tree canopy preservation standard established in Subsection 16.32.042B.
2.
The fee in lieu of planting standard in the Consolidated Fee Schedule, based on the square footage of tree canopy that would be required to meet the 40% tree planting standard established in Subsection 16.32.042C.
F.
Variance Procedure
An applicant may apply for a variance to the tree preservation and/or tree planting standards. An application for a variance will be heard and decided by the Planning Commission in accordance with the provisions of Section 19.1006 (Type III review) according to Section 19.911. In addition to meeting the Type III variance approval criteria established in Subsection 19.911.4.B, the applicant is required to demonstrate that equivalent or greater environmental benefits are provided as preserving or planting the required tree canopy.
Examples of activities that may justify a variance include but are not limited to:
1.
Use of techniques that minimize hydrological impacts beyond regulatory requirements (examples include porous pavement, green roofs, infiltration planters/rain gardens, flow through planters, LIDA (low impact development approach) swales, vegetated filter strips, vegetated swales, extended dry basins, and constructed water quality wetlands).
2.
Use of techniques that minimize reliance on fossil fuels and production of greenhouse gases beyond regulatory requirements through the use of energy efficient building technologies, on-site energy production technologies, and green buildings standards (Section 19.510).
3.
Use of techniques that preserve and enhance wildlife habitat beyond regulatory requirements, including, but not limited to, the use of native plant species in landscape design, restoration of native habitat and preservation of habitat through the use of conservation easements or other protective instruments.
4.
Use of techniques that preserve open space for sustainable urban agriculture through the use of conservation easements or other protective instruments at sites that are not compatible with tree canopy preservation or planting.
G.
Tree Protection Standards
Trees to be retained must be protected from development impacts according to the standards in this subsection to be eligible for tree preservation and tree canopy credit. A tree protection plan prepared by an ISA Certified Arborist that demonstrates adequate protection of the trees to be preserved is required. The tree protection plan must be approved by the Urban Forester. Tree protection methods and specifications must be consistent with ISA Best Management Practices using either the prescriptive path or performance path tree protection methods as described below.
1.
Prescriptive Path for Tree Protection
a.
Root protection zone
(1)
For on-site trees and off-site trees with root protection zones that extend into the site, provide a minimum one-foot radius (measured horizontally away from the center of the tree trunk) for each inch of trunk diameter at breast height. Root protection zones for off-site trees may be estimated.
(2)
For street trees, the Urban Forester will prescribe the required root protection zone after reviewing the applicant's proposed root protection zone.
b.
Encroachments into a root protection zone
c.
Protection fencing
(1)
Protection fencing consisting of a minimum four-foot-high metal chain link or no-climb horse fence and secured with six-foot metal posts must be established at the perimeter of the root protection zone and permissible encroachment area on the development site. Existing structures and/or existing secured fencing at least 3.5 feet tall can serve as the required protective fencing. Protection fencing (new or existing) must be sturdy, highly visible, and not easily movable.
(2)
When a root protection zone extends beyond the development site, protection fencing for private trees is not required to extend beyond the development site. Existing structures and/or existing secured fencing at least 3.5 feet tall can serve as the required protective fencing. If prescribed by the Urban Forester, protection fencing for street trees may extend beyond the development site.
(3)
Protection fencing is required to be installed before any ground disturbing activities or construction begins, including clearing and grading, and must remain in place until final inspection.
(4)
Signage designating the protection zone and penalties for violations must be displayed in a prominent location on each protection fence.
d.
Prohibitions within the root protection zone
Except as allowed by Subsection 16.32.042.G.1.b, the following are prohibited within the root protection zone of each tree: ground disturbance or construction activity including vehicle or equipment access (but excluding access on existing streets or driveways), storage of equipment or materials including soil, temporary or permanent stockpiling, proposed buildings, impervious surfaces, underground utilities, excavation or fill, trenching or other work activities.
Variances from the prescriptive path protection standards for off-site trees are prohibited. The Urban Forester's determination of whether the prescriptive path standards are met is final and not subject to appeal.
2.
Performance Path for Tree Protection
When the standards of the prescriptive path for tree protection cannot be met, the applicant may propose alternative measures to modify the prescriptive root protection zone and use a performance path for tree protection, provided the following criteria are met as approved by the Urban Forester:
a.
An alternative root protection zone plan is prepared by an ISA Certified Arborist who has examined the specific tree's size, location, and extent of root cover, evaluated the tree's tolerance to construction impacts based on its species and health, and identified any past impacts that have occurred within the root zone.
b.
The alternative root protection zone plan includes the rationale used to demonstrate that the alternate method provides an adequate level of protection based on the findings from a site visit by the project arborist.
c.
If the alternative tree protection method involves alternative construction techniques, the project arborist has provided an explanation of the techniques and materials used.
d.
The protection zone is marked with signage, stating that penalties will apply for violations, and providing contact information for the arborist.
H.
Soil Volume Standards
1.
General Standards
a.
To be eligible for tree canopy credit as outlined in Subsection 16.32.042.D, planted trees must be provided access to at least 1,000 cubic feet of soil volume according to the standards in this subsection. A soil volume plan prepared by an ISA Certified Arborist is required and must demonstrate that at least 1,000 cubic feet of soil volume is available per tree as determined by the Urban Forester or designee. Soil volume methods and specifications must be consistent with ISA Best Management Practices using either the prescriptive path or performance path soil volume methods. The project arborist must verify with the Urban Forester in writing that the soil volume plan has been successfully implemented prior to tree planting.
b.
If the existing soils at the site and abutting sites are determined by the project arborist or Urban Forester to be adequate to support healthy tree growth to maturity based on factors including but not limited to compaction levels, drainage, fertility, pH, and potential contaminants, the existing soils may be used to meet the soil volume requirements.
c.
The assumed soil volume depth for planting will be three feet unless otherwise determined by the project arborist or Urban Forester.
d.
A soil volume area of at least 333 square feet must be accessible to each tree when the assumed soil volume depth is three feet.
e.
The soil volume areas must be continuous and within a fifty-foot radius of the tree to be planted. Continuous soil volume areas must be at least three feet wide for the entire area.
f.
Trees may share the same soil volume area provided that all spacing requirements of this subsection are met.
g.
Soil contaminants (i.e., soil containing construction debris, concrete, garbage, or any other substance that renders the soil inadequate to support healthy tree growth to maturity as determined by the Urban Forester) are prohibited from the soil volume areas.
2.
Prescriptive Path for Soil Volume
a.
Soil volume areas must be protected from construction impacts through any combination of the following methods:
(1)
Protection fencing:
(a)
Fencing consisting of a minimum four-foot-high metal chain link or no-climb horse fence, secured with six-foot metal posts established at the edge of the soil volume area on the development site. Existing secured fencing at least 3.5 feet tall can serve as the required protective fencing.
(b)
When a soil volume area extends beyond the development site, protection fencing is not required to extend beyond the development site. Existing or new secured fencing at least 3.5 feet tall can serve as the required protective fencing.
(c)
Signage designating the protection zone and penalties for violations must be secured in a prominent location on each protection fence.
(2)
Compaction prevention options for encroachment into soil volume areas:
The Urban Forester's determination of whether the prescriptive path standards are met is final and not subject to appeal.
3.
Performance Path for Soil Volume
a.
When the standards of the prescriptive path for soil volume cannot be met; or if the existing soils at the site and abutting sites are determined by the Urban Forester to be inadequate to support healthy tree growth to maturity based on factors such as compaction levels, drainage, fertility, pH, and potential contamination prior to or resulting from development, a performance path soil volume plan is required.
b.
Soils in areas of construction access that do not receive compaction prevention treatment and soils in areas of grading, paving, and construction are considered inadequate for tree growth unless a performance path soil volume plan is provided.
c.
The following methods may be addressed in performance path soil volume plans but are dependent on specific site conditions and should be submitted by the applicant on a project basis in coordination with other professionals such as civil and geotechnical engineers, landscape architects, and soil scientists as needed:
I.
Application Requirements
For all applicable developments, applications must be submitted by an ISA Certified Arborist that also has the ISA Tree Risk Assessment Qualification (TRAQ). Applications must demonstrate compliance with the applicable provisions of Subsections 16.32.042.B through H. Other professionals such as engineers, landscape architects, soil scientists, and surveyors may assist the project arborist as needed in preparing the required information, but the arborist must organize, review, and approve the final product. The minimum submittal requirements include an inventory of existing trees, tree preservation plan (if applicable), tree planting plan (if applicable), arborist report, and payment of review fee as established in the Consolidated Fee Schedule.
The following establishes requirements for the various submittal components:
1.
Tree Inventory
a.
Trees with any of the following characteristics must be inventoried:
(1)
Six-inch DBH or greater;
(2)
Two-inch DBH or greater listed on the Oregon State Noxious Weed List or Milwaukie Invasive Tree List;
(3)
Less than six-inch DBH for species listed on the Milwaukie Rare or Threatened Tree List; and/or
(4)
Less than six-inch DBH that will be preserved and included in the calculation of required canopy.
b.
The location of all trees meeting the requirements of Subsection 16.32.042.I.1.a. must be identified, including:
c.
Number each inventoried tree for identification at the site and on the plans.
d.
Identify the common name and scientific name of each inventoried tree.
e.
Measure the DBH of each inventoried tree in inches according to accepted ISA standards.
f.
Measure the approximate average crown radius of each inventoried tree in feet.
g.
Provide the crown area of each inventoried tree using the following formula: (crown radius)2 x ℼ.
h.
Assess the health condition of each inventoried tree using the following categories:
i.
Identify whether the inventoried tree is on the Milwaukie Rare or Threatened Tree List.
j.
Identify whether the inventoried tree is proposed for removal or retention.
k.
Organize the tree inventory information in a table or other format approved in writing by the Urban Forester.
2.
Tree Preservation Plan
a.
Provide a site plan drawn to scale.
b.
Include the existing tree locations and corresponding tree numbers from the tree inventory and identify which trees are subject to potential impacts identified in Subsection 16.32.042.I.2.d.
c.
Identify rare or threatened trees as described in the Milwaukie Rare or Threatened Tree List.
d.
Identify the following site disturbances to scale:
(1)
Demolition;
(2)
Tree removal;
(3)
Staging, storage, and construction access;
(4)
Grading and filling;
(5)
Paving;
(6)
Construction of structures, foundations, and walls;
(7)
Utility construction;
(8)
Trenching and boring;
(9)
Excavation;
(10)
Any other demolition or construction activities that could result in ground disturbances and/or tree damage.
e.
Locate tree and soil protection fencing to scale.
f.
Locate soil compaction prevention methods to scale.
g.
Identify prescriptive/performance path tree protection and soil volume areas.
h.
Include tree and soil volume protection specifications from the arborist report on the plans including a detailed description of tree and soil volume protection fencing and signage.
i.
The elements of the tree preservation plan may be included on multiple plan sheets for clarity.
j.
The final approved set of construction drawings must include the tree preservation plan to ensure contractors, inspectors, and other professionals have access to the information.
3.
Tree Planting Plan
a.
Provide a site plan drawn to scale.
b.
Include the existing trees to be retained and their crown areas to scale.
c.
Include the trees to be planted and their mature crown areas to scale based on the Milwaukie Mature Tree Crown Area List.
d.
Identify the soil volume areas for each tree to be planted to scale.
f.
The tree planting should demonstrate consistency with ISA Best Management Practices.
g.
The elements of the tree planting plan may be included on multiple plan sheets for clarity.
h.
The final approved set of construction drawings must include the tree canopy plan to ensure contractors, inspectors, and other professionals have access to the information.
4.
Arborist Report
a.
Provide a written narrative that summarizes the information from the tree inventory, tree preservation plan, and tree planting plan.
b.
Provide findings and calculations that demonstrate whether the tree preservation standards in Subsection 16.32.042.B have been met.
c.
Provide findings and calculations that demonstrate whether the tree planting standards in Subsection 16.32.042.C have been met.
d.
If the tree preservation and/or tree planting standards have not been met, provide calculations for the applicable tree mitigation fees as required by Subsection 16.32.042.E.
e.
If the applicant is seeking a variance to the tree preservation and/or tree planting standards in place of providing mitigation fees, provide findings that demonstrate the proposal provides equivalent or greater environmental benefits as preserving or planting the required tree canopy consistent as required by Subsection 16.32.042.F.
f.
Provide findings that demonstrate compliance with the tree protection standards in Subsection 16.32.042.G.
g.
Provide findings that demonstrate compliance with the soil volume standards in Subsection 16.32.042.H.
(Ord. 2247, 1/21/2025; Ord. 2254, 7/8/2025; Ord. 2261, 2/3/2026; Ord. 2263, 4/21/2026)



