01/09/2002 - Minutes r
Intergovernmental Water Board
Meeting Minutes
Januaty 9, 2002
Members Present: Jan Drangsholt, Patrick Carroll, Joyce Patton, and
Norm Penner
Staff Present. Ed Wegner, Dennis Koellermeier, Craig Prosser and
Kathy Kaatz
Visitors: Phil Smith and Chris Uber
1. Call to Order, Roll Call and Introductions
Staff called the role. Bill Scheiderich was out of town and excused.
Craig Prosser, Finance Director, reported to the Intergovernmental Water Board
that last night the Tigard City Council updated the investment policy used as a
guide for handling excess funds. There was a change in the policy. Previously
invested funds could only be invested for terms less than 18 months. The new term
period will be 36 months. Since a portion of investments come from Water funds,
the Council wanted the IWB to be aware and feel comfortable with the proposed
policy change. He distributed copies of the proposed policy changes, asked them
to review and let him know of any concerns.
Commissioner Patton added that only a portion of the portfolio can be invested (no
more than 20%). The change is an attempt to get the highest interest rates and
best returns on the investment.
2. Approval of Minutes— November 14, 2001
Commissioner Jan Drangsholt motioned to accept the minutes of the November
14, 2001, meeting. Commissioner Joyce Patton seconded the motion. The vote to
accept the minutes was unanimous.
3. Long Term Water Update— Ed Wegner
Joint Water Commission — Integrated Water Resources Management Study—
Summary:
■ Hired Montgomery Watson Harza to be the consultant to work with the
Department of Reclamation.
■ Same figures to use for Regional Water Supply Plan and Bull Run.
■ 180-day peak season figure will be used.
■ Discussion on alternatives:
Intergovernmental Water Board 1 January 9,2002
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-� How to bring water to the Tualatin Basin, if Scoggins Dam is not raised?
--> Criteria for the consultant and Bureau of Reclamation to evaluate, i.e.,
water quality, cost, efficient use of water.
-+ Scoping meetings required by federal law for continuation of the feasibility
study. Several public meetings being held in Hillsboro over an 18 month
period.
Commissioner Carroll asked if much resistance was expected. Mr. Wegner
indicated that the Audubon Society, Oregon Environmental Council, Oregon
Natural Resources Council, Citizens for Safe Water and Sierra Club would ask
what would be done to conserve water. Tigard has done a good job conserving
water and that would be explained in the alternative study.
Commissioner Patton said the federal government would want to see documentation
on the conservation plan as part of the Feasibility Study for Hagg Lake.
4. Utility Manager Report- Dennis Koellermeier
Water Main Break- Nearing the end of repairs from November's water main
break. Cost to date is just over $75,000.
ASR Update -As of this morning, water is being injected. The injection rate is not
what was expected and currently is between 850-900 gpm. The hope was for 1000+
gpm. Other spots in the aquifer will be analyzed.
Beaverton Intertie -All agreements have been signed. Contract will be awarded in
early March and construction completed in late May.
5. Discussion of Regional Drinking Water Supply Initiative- Ed
Wegner/Joyce Patton
Mr. Wegner distributed a handout and led an in-depth discussion on the Portland
Plan for the Bull Run. He reviewed the schedule and encouraged all board
members to attend the Tigard City Council work session on Tuesday, January 15tH
at 6:30 p.m., where these draft recommendations would again be reviewed. At the
January 22nd formal meeting, recommendations would be delivered in the form of a
resolution or motion for Commissioner Patton to take to the meeting on January
20 with the other agencies wishing to proceed with the next phase in negotiations.
The handout included seven conditions that were important to bring up in order to
progress to the next phase.
Condition #1 - The Scope of Work for the upcoming Implementation Phase shall
include as a deliverable, the final cost each partner will be expected to pay. This
shall include buy-in costs and future projected water costs for each member.
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What is the bottom line? What will it cost? What does it mean as a customer?
Portland needs to work on what is being offered. Things need to be defined.
Commissioner Carroll questioned if the scope would look at what would be
required to get water from the east side of Portland to the west side. Mr. Wegner
and Commissioner Patton responded in the affirmative. Commissioner Patton
stated that was why this condition uses the wording "final costs each partner will
be expected to pay". This condition is critical. Every partner would be different in
terms of their projected costs.
Condition # 2
The new agency will not abandon the concept of regionalization. We understand
the logic that has refocused the current effort to the Bull Run/Columbia
Southshore well#e/d. We also understand the financial benefits to the region of
inter-tieing the principal sources. While it is clear that including the Willamette
River as a potential regional source will not be accepted by the public, we believe
that the Clackamas and Trask/Tualatin systems should be considered for
inclusion at some future time.
In order to move forward, are we willing to give up the Willamette River? It is not
prudent for the Willamette River to kill the deal at this point. The cost factor is
important. If not now, somewhere in the future we may be forced in the direction
of the Willamette River. Tualatin Valley Water District is sitting on 50 mgd from
the Willamette River with no environmental impact.
Commissioner Drangsholt did not want regionalization shut out.
Condition # 3
Our current efforts to develop equitable wholesale contracts must be completed in
a parallel process to this project. The wholesale contracts will be needed by the
suburban partners to compare to the costs that will be identified in Condition #1.
The wholesale contracts must be completed by August 1, 2002.
Ed said that three answers are needed within the next year (by January 2003):
• What will this Regional Drinking Water Supply Initiative cost us?
• How much will a wholesale contract cost us?
• How much will the Joint Water Commission cost us?
This would force Portland to finish working on the wholesale contract if they want
participants to join them in the regional agency.
Phil Smith is the engineering liaison on the wholesale negotiating committee. He
said he has been surprised at the aggressiveness of Portland's staff, Dave Hasson
and Anne Conway, who have been pushing to set up meetings. They are making
a lot of progress quickly. The goal is that the rate consultant and City agree on a
rate model.
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A discussion about the Portland wholesale contract as an option took place. Mr.
Koellermeier stated that the new agency document (IGA) would have to contain
similar wording as a wholesale contract and would be necessary as a transition
into the new regional agency.
Condition # 4
The Scope of Work for the next phase should list as a deliverable, a working draft
of the Intergovernmental Agreement (IGA) that will form the new agency. The
IGA should be complete in that it will address governance, costs, operational
rules, etc. (point is this work will answer all questions needed to make a decision,
not lead to another study).
The IGA should spell out everything, including a transition plan.
Condition # 5
The new agency will provide for equity of supply and cost of sale amongst all
members.
Just because Tigard is the farthest south, that should make no difference. The
rate model should use a specific formula with no additional costs for water for its
members. The only additional costs would be to build a pipeline directly to
Tigard as compared to Rockwood or Gresham. Water costs should be the same.
Equity for all members (conservation, etc). Commissioner Patton said that the
City of Portland could not benefit from all the wholesale contracts. Also, Portland
cannot take their water from off the top and leave what was left to divide between
the other members. There is equity to all.
Condition # 6
The new agency will keep individual options open for local decisions.
Tigard could go with the Joint Water Commission, the Willamette River, ASR,
etc., as options without getting an approval from the new agency.
Condition # 7
The new agency should not consider including distribution or other water delivery
functions at this time. To include these issues now will only confuse the issues of
equity, ownership costs, etc.
Supply and transmission only. Portland wants the new agency to take over
everything. This concept would mean all water bureau employees would be
employed by the new agency. We want Tigard to continue to have local control
of maintenance, reservoirs, distribution and collection of revenues.
The program would cost each agency between $15,000 and $25,000, depending
on how many agencies decide to participate (12-14 members staying in), for the
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implementation plan. The IWB and staff would ask the Tigard City Council to
authorize a figure not to exceed a certain amount.
Some agencies would most likely drop off during the process. Other agencies
are making conditional lists as well. How will their conditions line up with our
conditions? Who might have a "deal killer"? This will be a difficult negotiation
process. Many are intent on a Bull Run only system and do not want to consider
the wellfields, the Trask or Clackamas Rivers. There is not a lot of logic in that
viewpoint. It is an emotional issue and rationality does not apply.
Commissioner Carroll stated this list of Conditions was a good list. He thought it
would be good to see what other agencies come forward with on their lists.
Comments on Condition #6 included:
➢ Chris Uber pointed out that#6 should definitely be kept.
➢ It is one of the most important conditions.
➢ It could be a deal killer.
➢ That flexibility is needed.
➢ Giving up that condition would be giving up our responsibility to the citizens.
➢ If we gave up regionalization, we would not be giving it up entirely at least on
our local level.
➢ We would be able to do what we need to do in order not to be stuck.
➢ Regionalization may take care of itself down the line. It could become a
forced issue.
Comments on Condition #2 included:
➢ At some point environmental and political realities have to come together to
provide a basic service like water.
➢ Maybe regionalization is the compromise. Perhaps it needs to be put on the
back burner.
➢ Agency would need to eventually address environmental, political and cost
issues.
➢ Keep regionalization in some form or that the language is not so specific that
it excludes regionalization.
Comments on Condition #7 included:
➢ It could be a deal killer-if distribution must be separate model.
➢ Sub-sets that want to include distribution are segregated from those who want
to do supply and transmission only.
➢ The model would become more complex, but information could be gathered
to track costs.
➢ Liability issues —Who is responsible?
➢ Distribution should be a separate entity.
Comments on Condition #5 included:
➢ This condition will be on everyone's list.
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Mr. Wegner said that at this point he was hearing that only#6 would be a real
deal killer.
Commissioner Carroll asked about the composition of the Board. If Portland has
the majority of their members on the Board, would that be a deal killer?
Comments on Condition #4 included:
➢ This could be a deal killer-if the 190 model agreement as IGA was not
followed.
Comments on Condition #3 included:
➢ What if Portland states they cannot do #3 by that date?
➢ If Portland wants the agency to go forward, they would have to have the
information needed for the wholesale contract.
Mr. Wegner stated that, at this point, Tigard has three options:
1. Wholesale contract agreement
2. Bull Run Authority
3. Continue with the JWC
Mr. Wegner thought that one of these options would be dropped in a year and
Tigard would move to pick up on the other two. We cannot have numbers 1 and
2 only as they are the same source. A combination of supply sources is needed.
The cost impact was a major concern. It was discussed that between options #1
and #2, cost differences would be cheaper for option #2 because depreciation
and rate of return would not be paid. With option #1 there would be continual
increases.
Summary of the upcoming meeting:
January 15 - City Council work session (same type of discussion), 6:30 pm
January 22 - City Council to give recommendations
January 24 - Commissioner Patton to meet with other regional agencies
6. Informational Items
• Bull Run Treatment article from City of Portland, Bureau of Water Works
• Charter change about water more about trust, 11/15/01 article in Tigard Times
• Hopes rise for vote on Willamette water plant, 11/19/01 Oregonian article
• Burst water main floods Tigard streets, 11/20/01 article in Oregonian
• Memo to Water Managers Group dated 11/21/01, Water Supply Feasibility Study
Progress Report
• Early-morning 'river'surprises residents article in Tigard Times on 11/22101
• Plan for single water agency is abandoned in 11/25/01 Oregonian article
• Cooperation can keep Bull Run as water resource article in 11/27/01 Oregonian
• Don't abandon talks on regional water plan, 11/29/01 article in Tigard Times
• Regional Drinking Water Initiative article from City of Portland, Bureau of Water Works
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• Water board reviews compensation, 12/19/01 Oregonian article
• Silver lining looks like a full reservoir, 12/21/01 article in Oregonian
• Tigard considers ideas for drinking water supply article in Oregonian on 12/21/01
Informational items were distributed for review by the Board Members.
7. Public Comments - None
8. Non-Agenda Items
Next IWB meeting is scheduled for February 13, 2002. Commissioner Patton will
report on the results of her meeting with the other regional agencies.
A report on the ASR project was also requested for the February meeting.
9. Adjournment
Commissioner Penner motioned to adjourn the meeting and Commissioner Patton
seconded the motion. The regular meeting of the Intergovernmental Water Board
adjourned at 7:10 p.m.
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