HomeMy WebLinkAboutMinutes - October 16, 2007 SSCITY OF LODI
INFORMAL INFORMATIONAL MEETING
"SHIRTSLEEVE" SESSION
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, OCTOBER 16, 2007
An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held Tuesday,
October 16, 2007, commencing at 7:01 a.m.
A. ROLL CALL
Present: Council Members — Hansen, Hitchcock, Katzakian, Mounce, and Mayor Johnson
Absent: Council Members — None
Also Present: City Manager King, City Attorney Schwabauer, and City Clerk Johl
B. TOPIC(S)
B-1 "Presentation Regarding Options for a Heritage Tree Policy"
City Manager King and Community Development Director Hatch provided a brief introduction
of the subject matter.
Planning Manager Peter Pirnejad provided a PowerPoint presentation regarding options for
a tree policy. Specific topics of discussion included history of proposed policy, current
practices, Tree City USA designation, types of policies for tree preservation, tree protection
ordinance, view and/or solar access ordinance, process associated with implementation,
examples of cities with Heritage Tree ordinance, and next steps.
In response to Mayor Johnson, Mr. Hatch stated the situation that gave rise to the
discussion is the potential expansion of Mike's Muffler auto business on Central and
Kettleman; whereby, the owner wanted to purchase adjacent land that had a significant
number of trees on it.
Council Member Hansen provided general comments about the actual need for the tree
enforcement policy and fees. He also suggested better promotion of the Tree City USA
designation.
Discussion ensued between Council Member Hitchcock, City Attorney Schwabauer, and
Community Development Director Hatch regarding a moderate ordinance focused on new
developments and larger parcels that would not apply so much to existing small property
owners. Specific topics of discussion included the possibility of enforcement prior to
development, similar ordinances in other communities, community survey for new projects
including Reynolds Ranch, the need to address infill sites such as the Gini project, and the
helpfulness of a policy that encourages preservation.
In response to Mayor Johnson, Street and Drainage Manager George Bradley and Interim
Parks and Recreation Director Steve Dutra stated individuals were not specifically
contacted regarding the meeting.
City Manager King discussed flying the Tree City USA flag, prior experience with a Heritage
Tree policy breaking down in the beginning, options associated with better tree designation,
property owner participation, and the need for a committee to address potential conflict.
Council Member Hansen suggested there is a need to get input from stakeholders such as
Joyce Harmon and Tree Lodi and stated any policy should include an appeals process.
City Manager King provided an overview of the process regarding current tree removal and
discussed staff arborist involvement, replacement trees, procedure that has good checks
and balances, and private property owner participation in removing trees for a variety of
reasons, including sidewalk damage.
Continued October 16, 2007
In response to Council Member Hitchcock, Mr. King stated that, although there are existing
development agreements with the bigger projects as indicated by Mr. Schwabauer,
mitigation measures and various regulations may still apply. Mr. Schwabauer stated the
projects with development agreements are mostly exempt from fee programs.
In response to Myrna Wetzel, Mayor Johnson stated any tree could be included in the
potential policy.
Steve Dutra stated the first step is designation, along with early involvement, especially with
examples such as the PAM Company cbvelopment and the 13 -acre Lodi Lake site. He
stated Tree Lodi would be happy to assist on a Committee level.
In response to Mayor Johnson, Mr. Dutra stated there is no designated method of
replacement as it varies with the opportunities for replacement that present themselves. Mr.
King stated in some cases a replacement tree may be planted prior to another tree being
removed to allow growth, while in other cases a replacement tree may be planted in the
vicinity but not at the same location, such as at the Armory.
George Bradley stated surrounding property owners are contacted when trees are removed
and moving trees is sometimes an option, but it is expensive.
C. COMMENTS BY THE PUBLIC ON NON -AGENDA ITEMS
None
D. ADJOURNMENT
No action was taken by the City Council. The meeting was adjourned at 7:52 a.m.
ATTEST:
Randi Johl
City Clerk
W
AGENDA ITEM 13.0 1
CITY OF LODI
COUNCIL COMMUNICATION
,M
AGENDA TITLE: Presentation regarding adopting of a HeritageTree Ordinance.
MEETING DATE: October 16,2007
PREPARED BY: Community Development Department
RECOMMENDED ACTION: Consider the various options regarding a possible heritage tree
ordinance.
SUMMARY:
The Community Development Department has been asked by the Planning Commission to explore
the possible options for a Tree Ordinance for the City of Lodi. Currently, the City does not have an
ordinance specifically dealing with the protection of trees. There are City policies that address the
planting, maintenance and removal of City trees located in City street right-of-ways and other
language on dealing with the protection of trees in City parks. A tree ordinance would be a
comprehensive document that addresses the protection of trees on private property throughout Lodi.
An ordinance could identify what types of trees would be protected, establish a procedure for
reviewing and approving applications for the removal of a protected tree, and establish who would
determine whether a tree warranted removal.
LOCATION
If a tree ordinance is adopted, it would be applied Citywide and would address trees on private
Property.
BACKGROUND
Many jurisdictions in California and throughout the country have adopted some form of tree
preservation ordinance. Communities recognize that trees are a benefit to the urban environment.
Healthy trees reduce air and noise pollution, provide energy-saving shade and cooling, furnish habitat
for wildlife, and provide an important aesthetic value to the landscape. Without protection, trees are
often lost to urban development or to simple neglect and disease.
Tree ordinances vary from regulations scattered throughout municipal codes, to free-standing
ordinances that are comprehensive and cover a range of issues dealing specifically with the
preservation of trees. The extent to which jurisdictions attempt to preserve their trees is somewhat
related to the location of the jurisdiction and whether the area has a large number of significant trees,
particularly oaks, that they are attempting to preserve. As an example, coastal or foothill communities
are more likely to have natural groves of oak or other types of trees and are more likely to have
comprehensive tree preservation ordinances.
Most ordinances focus on the preservation of "heritage" trees. A more limited number of ordinances
also deal with encouraging the planting of new trees or the issue of encouraging the creation of tree
shade canopies. A key issue that tree preservation ordinances must deal with is the regulation of
trees on private property. Including trees on private property would involve many trees, require an
APPROVED: /�-
Blau, City Manager
extensive tree inventory, a monitoring program and could be controversial. Private tree preservation
would also require a program to enforce the ordinance and penalties for the unauthorized removal of
a heritage tree.
Foryour information, the City of Lodi has obtained the Tree City USA designation. This designation is
awarded to communities that meet certain criteria and promote trees in their communities. The Tree
City USA program helps communities with ideas on how to promote the idea of planting and
maintaining their trees. They also provide educational material on how best to protect and maintain
the existing trees or forestland with each community. Communities can use the Tree City USA
designation on their letterhead or other civic promotions.
There are four standards a community must comply with to be Tree City USA qualified as stated by
the Tree City USA bulletin No. 31:
Your city must have a Tree Board or Forestry Department. This only means that if your city
can't afford a departmentfor tree care and management, you can create a board of volunteers.
Currently, the city has a volunteer group named Tree Lodi and it consists of City employees,
residents, and others. It meets once a month.
2. Your city must have a local tree ordinance. Every community should have an annual work and
action plan. This tree ordinance helps define the action plan. It will provide clear guidance for
planting, maintaining and removing trees from streets, parks and other public places.
Currently, the City has policies and guidelines that address the planting and maintenance of
trees in the street right-of-wayand parks.
3. Your city must spend $2 per capita. In most cases this amount, and probably much more, is
being spent by city work crews. According to Public Works, the City spends well in excess of
the minimum requirement.
4. Your city must promote Arbor Day. This may be the easiest of the four standards. The City
promotes and celebrates Arbor Day.
ANALYSIS
Tree ordinances tend to fall into three broad categories.
Street tree ordinances primarily cover the planting, maintenance and removal of trees within the public
rights-of-way. They sometimes also cover the maintenance and removal of private trees located
adjacent to the street that may have an impact on the traveling public, but generallythey are confined
to public property. This type of ordinance usually specify what types of trees can be planted in the
right-of-way, who is responsible for the care and maintenance of the trees. and under what
circumstances the trees can be removed. This is the most prevalent type of tree ordinance and most
cities that have street trees have regulations dealing with these types of trees. Lodi has an adopted
tree policy dating back to 1986 that outlines the responsibility for the maintenance of the street trees
and underwhat conditions they can be removed (see attached Lodi Tree Policy). Lodi also has a list
of approved trees that can be planted in the right-of-way.
Tree protection ordinances are directed at protecting large native trees or trees with historical
significance, the so called "heritage trees". The ordinances specify the standards for what constitutes
a heritage tree and what can or can not be done to these trees. A special permit is usually required
before a heritage tree can be removed. Permits are granted by a variety of different departments or
boards, depending on the City. This type of ordinance usually covers both public and private
property, with an emphasis on heritage trees on private property that may be threatened due to new
construction or major remodels. There is often a procedure to require the planting of new trees to
replace any heritage tree that is removed legally with a permit or the payment of an in-kind fee that
goes into some tree planting and/or maintenance fund. Lodi does not have a heritage tree ordinance.
View ordinances or solar access ordinances are designed to resolve conflict between private property
owners that result from trees blocking views or sunlight. The view type of ordinance is most common
in communities that have varied topography that allow distant views and where scenic vistas are
considered valuable assets. The solar access type of tree ordinance would cover solar access
situations where someone's trees may impact solar panels on a neighboring property. It could also
involve a property owner wanting to remove a heritage tree so they can install solar panels on their
property. This could become more of an issue in future years if the instillation of solar energy
equipment becomes more wide spread and cost effective and if the cost of conventional energy
continues to rise.
GENERAL COMMENTS
Lodi does not have a comprehensive tree ordinance but does have policies and guidelines that
address the planting and maintenance of trees in the street right-of-way. Lodi also has a List of
Approved Street Trees, a List of Trees that can be planted under power lines, and standards for tree
planting in private parking lots and in new development projects. There are also regulations on
damaging trees or posting signs or other articles on street trees. The City has also created a
comprehensive survey of all trees located on City property, including streets and parks. The survey
includes information on location of public trees, the type of tree, the size of tree and the general health
of the tree. Staff is not proposing or suggesting any changes in the current procedures involving City
trees in public right-of-wayor parks.
Some jurisdictions have so-called "heritage tree" ordinances. These are ordinances that protect trees
that are classified as significant, usually defined by the size of the tree or their cultural or historical
importance. Most ordinances protect oak trees, but sometimes include other large trees that are
native or common to the area such as redwoods, sycamores and cedars. Some include all varieties
of trees as long as they meet the definition of a significant tree. Trees usually must exceed a specific
trunk diameter or height to qualify or be identified as having some local community significance. Any
tree that meets the designated qualifications would require a special permit approval before it could
be removed or significantly pruned. Lodi does not have a heritage tree ordinance. (Attached is a
sample of some California City's Tree Ordinances)
POSSIBLE DIRECTION FOR A LODI TREE ORDINANCE
If heritage trees on private property are the focus, a new ordinance would be required. The City
would then need to determine what types of trees would be covered by the proposed ordinance. This
would include the variety of trees that would be protected; the minimum size or height of trees that
would be affected; whether trees of cultural or historic significance would be included; and who would
determine if a tree met the established criteria. The ordinance would also have to include a process
to review a request to remove a tree; some criteria for making a decision; and a determination of who
would make the decision to permit the tree to be removed. While this might seem relatively simple, if
the ordinance is applied to private property and affects a significant number of trees, it would involve a
fairly major undertaking and could be controversial. Arguments could fall on both sides of the issue,
from those who want no City interference in the removal of trees on private property, to those who
want every tree to be protected. Other issues could emerge like, how do you determine if a tree is
culturally or historically significant, or is a tree significant simply because it is large or old? Adoption
of an ordinance could also require the City to inventory all significant trees throughout Lodi to
determine the location and type of every tree that could be considered a heritage tree.
Not withstanding these potential issues, the City Council could determine that the preservation of
heritage trees on private property is a worthwhile undertaking and either direct staff to develop a
comprehensive tree ordinance or to simply refine our existing tree policies. A third option is that the
City could determine that a tree ordinance is not necessary at this time.
FISCAL IMPACT Adopting a new comprehensive ordinance will result in the allocation of
additional staff time and resources to: 1) develop the ordinance language; 2) survey the existing tree
inventory within the City; 3) enforce the ordinance once it is adopted; and 4) to process and analyze
requests for tree removal permits.
FUNDING AVAILABLE: NIA
R8 Wt# tch
Community Development Director
Attachments: Lodi Tree Policy
Summary of Other City's Tree Ordinances
or
WV, CITY OF LODI
PUBLIC WORKS DEPARTMENT
TREE POLICY
1. GENVtAL
Treat wider era 50% or mere within the public right of way
shall be considered City rraee. Thlt meetwoment shat[ be
taken at rife base of the rank at the ground surface.
The pry of Lodi is responsible for caring for all City freer
within the public right of way Inslueling tdmmlrrg, tp►oying,
general awlneenene• and performing poor surgery where
property owner is replacing sidewalk and ercisting sidewalk
1t removed by property owner.
Property aware are responsible for any required wetadng
OF newly planted vee In parkways.
The Clty Is net responsible for maintenance of nen-City
Imes.
Property swot and City personnel are not allowed to
remove or alter any City ?ren unless one of the criteria listed
below 6 wear or special approval Is received from the City
Counc i I .
11. TREE REMOVAL
A. Clog Res amlbllll - The City will remove a City free
of its expense when:
I. Tree it dead;
2. Tree 1s diseased boyend cure;
3. Tree is hazardous ft the public or nocaswry rear
surgery would render It hazardous;
4. Tree conflicts with sidewalk to be installed by
prepany owners on porcels where suit and putter
Is In place;
S. Tree removal Is neoetw►y, fat a City Improvement
preleep; at
6. Tree caws repeated arereasiwe damage to upiliples
or eurb, putter and sidewalk.
g . Pta 9r► pwner ass nsbll l - with the Issuance of
an encroachment permit by the Public work; Department,
e ►reg Within the public right of way may be removed
under the fellewlng COMItfons of rhe property owner's
expense:
i . Tran beating fruit and causing o nuisance to the
property owner may be removed. Trees in parkways
will be repleeed or Clfytt expense os pa" of Its free
Planting preyrom.
2. Trees nay be ►eme-ed to widen •altring driveway er
to construct a new driveway. Trees in parkways will
be replaced at City's expanse as pore of Its it" plwr-
ing progrom.
J. Tito may be removed whom lots Non 504E a' the from
is within public right of way.
4. Trios may be removed at per► of of approved develop-
ment where curbs and Outten de not axiet,
C
1� Izz-
e ti .Nom .e
u61iA Werke Direefer
Resoluricn No. 4304 adopted by the City Ceunell at
their meeting of December 15. 1976.
Attachment
The City looked at a few tree ordinances in California to see how other cities were
addressing the issue. Here is a summary of a few city ordinances.
Dublin, Ca
hhis is a very brief ordinance and only deals with heritage trees, both on public and
priN ate property. The ordinance requires a permit before any heritage tree, defined as a
tree with a trunk diameter of 24 -inches or more, can be removed. The ordinance covers
native trees, which are listed as oak, bay, cypress, maple, redwood, and buckeye or
sycamore trees. The ordinance describes process for obtaining a tree removal permit and
Penalties for violation of the ordinance. Dublin has a significant number of native oak
trees and contains areas of foothills with native oak groves.
Campbell, CA
-This is a fairl) extensive ordinance that deals with heritage trees on both public and
private property. The heritage tree designation is made by a historic preservation board
and is based on a number of criteria including; size, age, social or cultural significance,
and historical value. The ordinance has minimum tree size criterion that varies
depending on the t) pe of location and the type of tree. Oak, redwood, cedar and ash trees
are specifically protected. This ordinance also contains a fairly detailed process for
replacing trees that are removed. They can be replaced either by planting a certain
number of replacement trees or by paying into a special tree -planting fund.
Carpentaria, CA
hhis ordinance focuses on oak trees and certain types of heritage or landmark trees on
priN ate property. Oak trees with a trunk diameter of 6+ inches or other heritage trees
v, ith a trunk diameter of 19+ inches can not be removed without a permit. The City also
protects monarch butterfly trees, nesting or roosting trees, and groves of trees on hillside
bluffs. The ordinance also contains detailed standards for when a tree can be removed
and the process for reviewing applications. This City contains foothill areas with native
oal: groves.
Pleaisitnlon, CA
hhis is a heritage tree ordinance that protects all large or significant oaks as well as other
types of lar -e trees within the City. Trees with a trunk diameter of 55+ inches, trees over
35 leet in height, significant stands of trees, and significant or historical trees. A permit
is required for removal of covered trees. A Heritage Tree Board reviews appeals. The
ordinance also has procedures that must be followed when new developments are
proposed for properties containing heritage trees.
Stockton, CA
Stockton's heritage tree ordinance is designed to protect all oak trees within the City.
Oak trees that are 16+ inches in diameter require a permit before they can be removed.
I'lle perm its are issued by the landscape architect in the Parks and Recreation
[:department.
Presentation Regarding
adoption of a
Heritage Tree Ordinance
DaejVu?
■ Draft Heritage Tree Ordinance brought to the
February 12, 1991 Shirtsleeve Session
■ Response to concerns expressed by citizens over
removal of mature trees along Victor
■ Ordinance was not incorporated into Municipal
Code
status Quo
■ Tree Policy adopted by Resolution in 1976
■ Addresses Public Trees
■ Cityretains the "Tree City USA" Designation
■ Awarded to communities that meet criteria that
promote trees in their communities
■ QIy promotes urban infill and new
developments subject to design review to be
sensitive to the preservation of mature trees.
Three Flavors of Tree Preservation
i. Street Tree Ordinance
(status Quo)
2. Tree Protection Ordinance
3. View and/or Solar Access
Ordinance
Tree Protection Ordinance
■ Intent is to protect large mature historic or
"Heritage Trees"
■ Special Permit is required for specific activities
that will affect tree
■ Requires arborist or qualified staff to review tree
alteration or removal request
■ Mitigation is either conditions, replacement, or
in-kind fee
View and/or SolarAccess Ordinance
■ Focused on view protection
■ Most common iti Communities with
Topography that promotes view lots
■ Addresses access to sunlight for solar power
What would it take
■ Potentially do aCity-wide Tree Survey
■ Need to determine species and min. size of trees that
would be covered
■ Identify what would constitute alteration of a protected
■ Identify the process and body that would review and
approve the work
■ Establish an appeal, violation, and enforcement policy
■ Prepare a standard application and assign fee
■ Commit a significant investment in staff time and
resources to develop, implement and enforce.
Other Examples Part I
■ Dublin - Heritage Tree Ord. on public and
private prop. Identifies species, size, procedure,
penalty and process. Hilly Oak Tree rich comm.
■ Campbell - Heritage Tree Ord. on public and
private prop. Heritage Tree Board. Similar to
Dublinalso has option to pay
■ Carpentaria - Oak and Heritage Trees on private
prop. and monarch butterfly trees. Hilly Oak
Tree rich comm.
Other Examples Part II
■ Pleasanton - Oak and Heritage Tree Ordinance.
Identifies species, size, procedure, penalty and
process. Heritage Tree Board reviews appeals
■ Stockton - Oak Tree preservation Ordinance
Specifies size or protected Oaks. Permits issues
by Landscape Architect from Park & Rec Dept.
What to do?? ?Whatto do???
1. Create a whole new Heritage Tree Ordinance
for review and approval by the City Council
2. Continue to promote protection of mature
trees with projects that require discretionary
on
review.