City Council Packet - 01/11/2010 Joint Meeting at LO OE LAKE 0S11,4.0
i wf� Joint meeting of the
. �► Lake Oswego and Tigard City Councils
AGENDA
okEGON Monday, January 11, 2010
Lake Oswego City Council 6:00 p.m.
Jack Hoffman, Mayor
Kristin Johnson, Council President West End Building, Willamette Room
Donna Jordan
Roger Hennagin 4101 Kruse Way
Mary Olson
Sally Moncrieff Also published on the internet at: ci.oswego.or.us
Bill Tierney Contact: Robyn Christie, City Recorder
E -Mail: rhristie@ci.oswego.or.us
Tigard City Council Phone: 503 - 675 -3984
Craig Dirksen, Mayor
Nick Wilson, Council President
Gretchen Buehner
Marland Henderson
Sydney Webb
The meeting location is accessible to persons with disabilities. To request accommodations,
please contact Public Affairs at 503 - 635 -0236, 48 hours before the meeting.
1. CALL TO ORDER
2. WELCOME AND INTRODUCTIONS
3. GB Arrington presentation on Transit Oriented Development — 6 p.m.
4. Water Project Update — 7 p.m.
5. ADJOURNMENT
01 LARE Osk
�► CITY OF LAKE OSWEGO
COUNCIL REPORT
OREGON
TO: Mayors Jack D. Hoffman and Craig Dirksen
Members of the Lake Oswego and Tigard City Councils
City Managers Alex D. McIntyre and Craig Prosser
FROM: Joel B. Komarek, P.E., Project Director
SUBJECT: Lake Oswego/Tigard Water Supply Expansion Project —
Implementation Update.
DATE: January 7, 2010
ACTION
This study session provides an opportunity for staff from the partner cities to update the
Joint Councils on the status of Project' activities that have occurred since the
Intergovernmental Agreement (IGA) was signed by the two cities in August 2008. In
addition, staff seeks the Joint Councils' concurrence with proposed early
implementation activities related to the initial expansion of Lake Oswego's water supply
system.
INTRODUCTION /BACKGROUND
For over two decades, the cities of Lake Oswego and Tigard have shared the use of
water from the Clackamas River with Lake Oswego being the supplier of surplus water
to Tigard and Tigard being the purchaser of that water. It has been a mutually
beneficial relationship. Beginning in 2005, the two cities joined together to fund a
comprehensive analysis of the opportunities and costs of jointly planning, funding,
constructing and operating an expanded water supply system for the benefit of their
citizens and wholesale customers. The analysis concluded that significant benefits
would accrue to both cities under a partnership approach relative to an approach that
would have each pursue separate paths to achieve their water supply goals.
On August 6, 2008 the Mayors of Tigard and Lake Oswego memorialized their
commitment to each other to undertake significant efforts to achieve these goals by
' The "Project" (initial expansion) is defined in the IGA as "The design, permitting and construction of new and
expanded Supply Facilities, as generally described in the City of Lake Oswego and Tigard Water Service Area Joint
Water Supply System Analysis date July, 2007 by Carollo Engineers ( "Carollo Report") to provide 32 million
gallons per day capacity by 2016..."
Council Report
01/07/2010
Page 2
signing an IGA. The IGA establishes the respective roles and responsibilities of the
partner cities and schedule for undertaking and achieving the initial expansion.
DISCUSSION
Since the signing of the IGA, the partner cities have undertaken and completed a
number of IGA- required actions including:
• Appointment of two members from the city councils of each partner city to
comprise an Oversight Committee ( "OVC ");
• Designation of two staff members from the partner cities to comprise a Technical
Committee ( "TC ");
• Authorizing a first amendment to the IGA establishing the value of assets owned
by Lake Oswego that could be used and useful to Tigard during the period prior
to completion of the initial expansion and which Tigard purchased in June 2009
for approximately $2.8M dollars;
• Conducting several meetings of the OVC and TC to discuss matters related to
delivery of the initial expansion;
• Developing and jointly approving an operating budget for FY 2009/10;
• Recruiting and hiring additional staff for the managing partner to ensure the
obligations of the managing agency to deliver the initial expansion are achieved;
• Undertaking and completing a qualifications -based competitive procurement
process to select and contract with an engineering firm to provide program
management, permitting and construction management services to the managing
partner; and
• Embarking on efforts to develop a Capital Facilities Plan and budget for approval
of the partner cities for FY 2010/11.
Through the use of a PowerPoint presentation, staff wishes to engage the Joint
Councils in a discussion of near term implementation actions staff believes are crucial to
execution of efforts necessary to achieve the initial expansion. These crucial, early
implementation actions consist of:
• Development and execution of a comprehensive communications strategy that is
easily adaptable to be effective at informing the broad spectrum of stakeholders
the Program Team (the "Team ") anticipates will be engaged in the delivery of
the initial expansion;
• Soliciting the involvement of interested citizens from the partner cities to
comprise a "citizen's sounding board ". The primary objective of the board would
be to provide a broad - based, grass roots perspective on issues presented to
them by the Team during the design phase of the initial expansion; and
2 "Program Team" includes members of the Technical Committee and partner agency staff and the Program
Management Team from Brown and Caldwell.
Council Report
01/07/2010
Page 3
• Assembling a panel of experts to provide alternatives evaluation and decision
support to the Team specific to the evaluation of various water treatment
technologies that could be used at Lake Oswego's Water Treatment Plant
( "WTP ").
Staff will seek concurrence from the Joint Councils that the reasoning and rationale
behind the above proposals is sound. In addition, staff seeks direction to move ahead
with efforts necessary to complete these tasks.
ALTERNATIVES
1. The Joint Councils could disagree with staff's suggested need to assemble a
citizen's sounding board and WTP expert panel.
2. The Joint Councils could also disagree with staffs proposed communications
strategy.
RECOMMENDATION
Staff believe that at the close of their presentation to the Joint Councils, selection of
Alternative 1 will be deemed contrary to the public's interests on such critical matters as
public health and the quality of their drinking water. Staff is eager to hear from the Joint
Councils ideas for improving on the initial proposals for the communications strategies.
Therefore, staff recommend Joint Council concurrence with staff proposals regarding
the above early implementation actions.
ATTACHMENTS
1. PowerPoint Presentation
Reviewed by:
Alex D. McIntyre
City Manager
Joint Water Supply Project Program Status
City of Lake Oswego - City of Tigard
Joint Councils Meeting
January 11, 2010
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Agenda Preview
• Introductions
• Program overview
• Permitting overview
* Communications strategy
• WTP process selection
• Action items for Councils
• Discussion of action items
1
Program Overview — Background and
Purpose
Lake Oswego
• Peak season demands are approaching treatment capacity
• Respond to new contaminants of concern, e.g., PCP's & EDC's
Beneficial use of existing water rights
Tigard
• Become an owner of water supply assets
• More control over customer costs of water '
• Owning assets allows cost recovery through SDC's i`;nku
•
x
Program Overview — Background and
Purpose (Cont.)
Lake Oswego - Tigard
• Expanded water system to serve both communities
• Sharing capital and operating costs to reduce rate impacts
• Rate stability
Region
• Improved water emergency response capabilities
• Reliability through interconnection of multiple sources
• Partnership sets example of benefits of regional cooperation
• Improved opportunity to access multiple sources for
environmental and economic benefits .
2
Program Overview — Program
Organization
c itizens
City Councils
r Technical CommMee
WM. Program Blatt
Cloven Sounding Board
1
Design Program Mattagat ... Contractors
Engineers •••••• ••••••
1 i sa� sa�
Public Outreach Program Permtts Prof eel Construction _
information Definition Management ff
5 `; .
Program Overview — Action Items Next
6 Months
• Begin permits process
• Develop communications strategy
• Select WTP process
. Determine conveyance alignments
* Continue water rights process
• �rw
doer
3
Waluoa Reservoir
SHPO Clearance
ODEQ NPDES Required Permits & Clearances Es Lake Osweswego go
Permits
Easements ents
•
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Bonita Pump Station Lake Oswego Water Treatment Plant
SHPO Clearance ODES DWP Design Cenl /ication
ODEQ NPDES 1200 -C OO NPDES 00- • City Tigard Parmlls 0000 E0 NPDES 12 1200 -C
Easements r Finished Water Pipeline SHPO Clearance
USAGE Section 404/10 & ODSL Removal Fill ,f f 4 City of West Linn Permit
Federal Endangered Species Act Consultation
. NMFS Magnuson Stevens Act 4y •
ODEQ 401 Certification
ODEQ NPDES 1200E
ODFW Mitigation Policy
ODOT Clearance ar
SHPO Clearancanc
e + ABEES
Cities of pore Oswego. Tigard & West Linn Pennlls _
-
Lake Corporation Easement ncroacr000hmeent t Permit
Ease Encroachment
Easements
Raw Water Pipeline
USAGE Section 404/10 & ODSL Removal Fill
State & Federal Endangered Species Act
Consultation
USFWS Migratory Blvd Treaty Act
NMFS Magnuson Stevens Act
Legend e OR State Parks Clackamas River Intake
b ODEQ 401 Certification USFWS Migratory Bird Treaty Act
t;%IStltl d Proposed ODEQ NPOES 1200.0 USAGE Section 404110 & ODSL Removal Fill
g an `�""�"' ODFW Mitigation Policy Federal Endangered Species Act Consultation
Parallel Pipeline ODOT X- Permit NMFS Magnuson Stevens Act
SHPO Clearance OWRD Water Rights
0 2 Gilles of Gladstone & West Linn Permits ODEQ 401 Gratification
Kra. Clackamas County Permits 00E0 NPDES 1200 -C
Easements ODFW Mitigation Policy
SHPO Clearance
City of Gladstone & Clackamas County Permits
Easements
Traditional Permit Acquisition Process
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Environmental
Contact
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Collaborative Environmental Process
(CEP)
• Based on a strategy developed by the Partnership
• Uses frequent and early communication with
regulatory agencies and the public
0 Uses scientifically sound, unbiased data with
agency and community input to make decisions
• Accommodates broad advisory agency input
• i N e . .
Collaborative Environmental Process
(CEP) (Cont.)
• Limits concurrence to each agency's legal authority
0 Built on 10 years of regulatory agency collaborative
process, but uses an agreement
• Successful on -going implementation for Columbia
River Crossing (1 -5) and Tualatin Basin Water
Supply Project
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Permit Acquisition Schedule
_ 2010 2011 2012 2013
a2 ro.m• s2.4 finish 0110210104 0110216 „ ,33 11.32101104 01102103104
1 D.9W1sp Peni Aa61166166$6a1s07 121712009 6190/2610 Mit
2 •c.611..•AW 97•1 1116/x69 6,9090,0 nut
3 — 1 66AN lalPe1.i1060 7619611 61761112 •
w ' 1 7/1665 116610 •
6 NOV 11•16. 1212•1 •11
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6 NWeaneWa °ahem 1WM112011 61t20g12 limo
r 711 Partners 6..611661.1 111612112 W161'12
S En iamrMd Pante. Ao119•d 01119012 61179012 1
9 W919 Rgna Secured 126179000 9 11I)pW ■
19 Land use Approvals 1019010 111411012
t 1 R1gION Secured 7119010 10112012 -1 -
,2 Desgn Approve'• 701/2010 1•100019
,9 perm". c'.+rancn 6 Approv.N f6179N2 10179012
ImMend
11
Communications Strategy - Foundations
• Includes outreach, public ` Technically
Feasible
involvement, media 1 -`
relations, public relations,
facilitation, mediation •
• Why public involvement?
Environmentally t„ Publicly
Supports Councils' Compatible f Acceptable
ultimate sustainable f =
decisions Source. I ^P2
"usta6i6sable Decisions
12
6
Communications Strategy - Six -Month
Goals (Jan. 2010 — June 2010
• Create communications materials and tools
• Develop clear information on the project and key
issues
• Re- engage and inform Lake Oswego and Tigard
policymakers
• Community education process underway
• Inform news media
f
13 1- "' --�,, , 3'�s
Communications Strategy - Six -Month
Goals (Jan. 2010 — June 2010) Cont.
• Identify key stakeholders; make initial contacts
• Update /validate community values and principles
• Support:
— Business Case Evaluation
— Collaborative environmental process and permitting
• Develop plan for next phases
Alfor
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7
Proposed Early Implementation
Actions
Communications Strategy Jan — Feb
Develop Citizen Sounding Board Jan — Feb
Citizen Sounding Board Facilitation Feb — ongoing
Project Website (in progress) Dec — Jan
Public Opinion Research Jan — Feb
Stakeholder Interviews Jan — Feb
Materials and Tools Jan — Feb ,,...o
15
Proposed Citizen Sounding Board
• Eight to twelve community members from the Partner
jurisdictions
• Members assembled by agency staff
* Reports to Program Director
• Drawn from related fields of expertise / experience
✓ Engineering ✓ Sustainability
✓ Finance ✓ Government
v Environment ✓ Communications
8
Proposed Citizen Sounding Board (Cont.
Purpose
• Identify important issues early on
• Provide balanced review of problems /opportunities
• Improve outcomes by bringing more perspectives to the
table
Assignment
• Begin in February 2010
• Meet bi- monthly over the first year
• Topics: water treatment technology, facilities design,
conservation measures and public outreach
17
Draft Project Website
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Goals for Water Treatment Decision
• Inclusive, transparent, repeatable
— Offers more holistic approach to major program
decisions
— Incorporates community values
— Gives full consideration to Economic, Environmental,
and Social /Community factors (the Triple Bottom Line) ■
— Withstands future scrutiny
• Assesses potential risks & mitigation '� °~
strategies c """" '
• Monetizes evaluation factors a
• Engages experts for broadest perspective �` E
/
• Seeks Council input at key steps W ,,
• Recent success for Victoria, BC sow
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Business Case Evaluation Process Supports
Sustainable Decision on WTP Upgrade Alternative'
1 form Expert Team . Your Staff ♦ ,`b'
2 Document Problem Linked to
Level of Service
Define Evaluation Boundaries -
Workshop 1 3 Link to Level of Service /
Community Values
4 Brainstorm Alternatives and
Screen Fatal Flaws
Collect Data on Costs and Benefits
5 Economic, Environmental, and
w0 2 Community Risks and Opportun
`� f Monetize Environmental
Community Critena
Undertake Net Present ,?
20 8 Determine Preferred Sol
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Water Treatment Plant BCE Panel dB
• Membership
— Agency staff
— Process experts from several design firms
— Public health and regulatory expert
— Oversight Committee and Citizen Sounding Board representation
• Mechanics for engaging outside experts
— Stipend for participation
— Design firms still allowed to pursue WTP design contract
* Benefit of BCE process: a recommendation the Councils
can support
23 .
Action Items for Councils
• Endorse communications strategy
* Endorse expert panel for WTP process decision
support
* Endorse Citizen Sounding Board
24
12
1
Discussion of Action Items
e Joint Councils and program management team
25 `'"
A.-.„
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Closing Remarks of Councils
• Tigard
* Lake Oswego
26 i► s ,
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13
Contact the Water Team
Hot Line: (503) 697 -6502
http: / /www.lotigardwater.org /DRAFT (active in late January)
Joel B. Komarek, P. E. David A. Prock, P.F. Jane Heisler
Project Director Deputy Director Communications Director
(503) 697 -6588 (503) 697 -7417 (503) 697 -6573
jkomarek @ci.oswego.or.us dprock @ci.oswego.or.us jheisler @ci.oswego.or.us
Dennis Koellermeier Laura Barrie
Public Works Director Associate Planner Administrative Support
City of Tigard (503) 534 -4238 (503) 534 -4239
(503) 718 -2596 eday @ci.oswego.or.us lbarrie@ci.oswego.or.us
Dennis @tigard- or.gov
oteap
I OW 4's 41PIP
Glossary of Terms
PCP — Personal Care Products
EDC — Endocrine Disruptor Chemicals
SDC — Systems Development Charge
CEP — Collaborative Environmental Process
LOS — Level of Service
WTP — Water Treatment Plant
28
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