02/13/2008 - Packet p Completeness Review
for Boards, Commissions
and Committee Records
CITY OF TIGARD
Intergovernmental Water Board
Name of Board, Commission or Comnnittee
FAD YUL r 2 W
Date of Meeting
To the best of my knowledge this is the complete meeting packet. I was not the meeting
organizer nor did I attend the meeting; I am simply the employee preparing the paper
record for archiving.This record came from Greer Gaston's office in the Public Works
Building.
Kristie Peerman
Print Name
Signature
312-7 /L3
Date
Intergovernmental Water Board — Agenda
SERVING TIGARD,KING CITY,DURHAM AND THE UNINCORPORATED AREA
MEETING DATE: Wednesday, February 13, 2008, 5:30 p.m.
MEETING LOCATION: Tigard Public Works Building
8777 SW Burnham Street
Tigard, OR 97223
1. Call to Order, Roll Call and Introductions
Call the meeting to order, staff to conduct roll call.
2. Approval of Minutes —January 9, 2008
Action: Motion to approve the January 9, 2008 minutes.
3. Public Comments
Call for comments from the public.
4. Board Openings - Appoint an At-Large Member to a Two-Year Term - Dennis Koellermeier
Action: Motion to appoint an at-large member to a two-year term.
5. Election of Chair and Vice-Chair - Dennis Koellermeier
Action: Motion to appoint the Chair and Vice Chair.
6. Consider Making a Recommendation to the Tigard City Council Regarding a Resolution to
Add a Section on "Disclosure of Sensitive Information" to the Regional Water Providers
Consortium Intergovernmental Agreement - Dennis Koellermeier
Action: Motion to recommend the Tigard City Council approve a resolution adding a section on
"Disclosure of Sensitive Information" to the Regional Water Providers Consortium
Intergovernmental Agreement.
7. Water Supply Update - Mr. Goodrich
8. Informational Items
■ Both Commissioner Buehner and Commissioner Scheiderich have indicated they will not be
able to attend the March 12, 2008 IWB meeting. Would the Board like to hold, reschedule, or
cancel this meeting?
9. Non-Agenda Items
Call for non-agenda items from Board.
INTERGOVERNMENTAL WATER BOARD AGENDA— FEBRUARY 13, 2008
Cityof Tigard 1 13125 SW Hall Blvd.,Tigard,OR 97223 1 503-639-4171 1 www.tigard-or.gov I Page 1 of2
10. Future Agenda Items
■ Update on water partnership negotiations with the City of Lake Oswego.
■ Update on the status of the Tualatin Basin Water Supply Project.
■ Review:
- Proposed revisions to the credit for leak policy.
- Proposed revisions to the Billing and Collection of Utility Charges section of the Tigard
Municipal Code.
- The billing insert policy.
11. Next Meetings:
■ March 12, 2008, 5:30 p.m.
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
■ Special Meeting, April 8, 2008, 5:30 p.m.
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
■ Special Joint Meeting with the Tigard City Council, April 8, 2008, 7:30 p.m.
City of Tigard Town Hall, 13125 SW Hall Blvd., Tigard, Oregon
■ Special Joint Meeting with the Tigard and Lake Oswego City Councils, April 15, 2008, 7 p.m.
Location to be announced
12. Adjournment
Action: Motion for adjournment
Executive Session
The Intergovernmental Water Board may go into Executive Session. If an Executive Session is called to
order, the appropriate ORS citation will be announced identifying the applicable statute. All discussions are
confidential and those present may disclose nothing from the Session. Representatives of the news media
are allowed to attend Executive Sessions, as provided by ORS 192.660(4), but must not disclose any
information discussed. No Executive Session may be held for the purpose of taking any final action or
making any final decision. Executive Sessions are closed to the public.
INTERGOVERNMENTAL WATER BOARD AGENDA— FEBRUARY 13, 2008
City of Tigard 1 13125 SW Hall Blvd.,Tigard,OR 97223 1 503-639-4171 1 www.tigard-or.gov I Page 2 of2
Sign-in Sheet
Intergovernmental Water Board Meeting
Date: J--- 13- 06
Name Do you wish If yes, please give your address
please print to speak to
the Board?
John Q. Public Yes 13125 SW Hall Blvd.
Tigard OR 97223
A/0
Intergovernmental Water Board (IWB)
Meeting Minutes
February 13, 2008
Tigard Public Works Building
8777 SW Burnham Street
Tigard, OR 97223
Members Present:
Gretchen Buehner Representing the City of Tigard
Patrick Carroll Representing the City of Durham
Julie Russell Representing the Tigard Water District
Bill Scheiderich Member At-Large
Dick Winn Representing the City of King City
Members Absent: None
Staff Present: Public Works Director Dennis Koellermeier
Water Quality & Supply Supervisor John Goodrich
IWB Recorder Greer Gaston
Note: Agenda items are recorded in the minutes in the order they were
considered. This order varies from the agenda, thus the discrepancy in
numbering.
1. Call to Order, Roll Call and Introductions
Commissioner Scheiderich called the meeting to order at 5:30 p.m.
2. Approval of Minutes —January 9, 2008
Commissioner Carroll motioned to approve the January 9, 2008 minutes; Commissioner
Buehner seconded the motion. The minutes were approved by unanimous vote, with
Commissioners Buehner, Carroll, Russell, Scheiderich and Winn voting yes.
3. Public Comments: None
5. Election of Chair and Vice-Chair
Commissioner Winn said he valued Commissioner Scheiderich's expertise and he
thought it was important to maintain continuity.
Commissioner Winn nominated Commissioner Scheiderich as IWB Chair; Commissioner
Carroll seconded the nomination.
Commissioner Buehner nominated Commissioner Carroll as IWB Chair. Commissioner
Scheiderich seconded the nomination.
Commissioner Scheiderich suggested the Chair position should rotate among the
members and withdrew his name from consideration.
Intergovernmental Water Board Minutes February 13,2008
1
Commissioner Carroll was appointed Chair by unanimous vote, with Commissioners
Buehner, Carroll, Russell, Scheiderich and Winn voting yes.
Commissioner Buehner nominated Commissioner Winn as IWB Vice-Chair;
Commissioner Carroll seconded the nomination. Commissioner Winn was appointed
Vice-Chair by unanimous vote, with Commissioners Buehner, Carroll, Russell,
Scheiderich and Winn voting yes.
4. Board Openings -Appoint an At-Large Member to a Two-Year Term
Four applications were received for the at-large member position. Commissioner
Scheiderich, who had applied for the position, did not participate in this agenda item. Mr.
Koellermeier briefed the Board on the application process and advised it was the
Board's decision about how it wanted to proceed.
Commissioner Russell suggested the applicants be invited to an IWB meeting to explain
their interest in the position.
Commissioner Buehner motioned to nominate Commissioner Scheiderich to another
term; Commissioner Carroll seconded the motion. Commissioner Scheiderich was
nominated by majority vote, with Commissioners Buehner, Carroll, and Winn voting yes.
Commissioner Russell abstained, saying she felt the other applicants should have an
opportunity to come before the board.
6. Consider Making a Recommendation to the Tigard City Council Regarding a
Resolution to Add a Section on "Disclosure of Sensitive Information" to the
Regional Water Providers Consortium Intergovernmental Agreement
Mr. Koellermeier provided background information on this item. He explained that for
security reasons, water providers, such as Tigard, had become guarded about providing
information on their water systems. Since confidential or sensitive information is shared
with the Consortium, this resolution addresses the Consortium's disclosure of that
information. The Consortium is staffed by the City of Portland.
Commissioner Scheiderich moved that the IWB had considered the amendment;
Commissioner Winn seconded the motion. Commissioner Carroll restated the motion
which was to forward this recommendation to the Tigard City Council in the affirmative.
The recommendation was approved by unanimous vote, with Commissioners Buehner,
Carroll, Russell, Scheiderich and Winn voting yes.
7. Water Supply Update
Mr. Goodrich and Mr. Koellermeier reported:
■ The average demand is at 4 million gallons per day, which is normal for this time
of year.
■ The agreements with two property owners to properly abandon their wells are
progressing.
■ The aquifer storage and recovery (ASR) program is going well. To date, 241
million gallons have been stored. Injection is continuing.
• The timelines for the construction of the reservoir and third ASR well were
provided.
Intergovernmental Water Board Minutes February 13,2008
2
8. Informational Items
■ Commissioner Buehner briefed the Board on the Lake Oswego water
partnership. She advised staff-level meeting negotiations were going well. Mr.
Koellermeier added that the first version of the intergovernmental agreement
(IGA) had been developed and issues needing further refinement had been
identified. The attorney working on the IGA will present staff and the elected
officials' work group with an updated version at a meeting on Wednesday, March
20 in Lake Oswego. The Tigard and Lake Oswego City Councils, along with the
IWB, will meet on April 15 to review the IGA. The document should be about 95
percent complete at that time.
■ Due to the anticipated absence of two Commissioners at the IWB's upcoming
March 12 meeting, Commissioner Carroll wanted to reschedule. The Board
decided to move the meeting to Thursday, March 20 at 5:30.
■ The effects of reservoir construction on Bull Mountain Road were discussed.
9. Non-Agenda Items
■ At the November 28, 2007 meeting, the IWB dedicated a twelve-foot strip of
property along Burnham Street to the City of Tigard. At that time Commissioner
Carroll asked if the City of Tigard was interested in purchasing the remainder of
the property. Mr. Goodrich said the City was interested in purchasing the
property in order to realign a driveway. Mr. Goodrich asked for the Board's
permission to have the property appraised and said he would then bring the item
back to the Board for action. At the request of Commissioner Winn, Mr.
Koellermeier said he would provide the Board with a drawing of how the driveway
might be realigned following the appraisal.
■ Mr. Koellermeier explained the annual conference of the Northwest Chapter of
the American Water Works Association would be held in Vancouver,
Washington. There will be a forum for elected officials as part of the conference.
Mr. Koellermeier will provide the Commissioners with information on the
conference and will make arrangements for those interested in attending.
■ Mr. Koellermeier announced effective next Monday, Mr. Goodrich will be
promoted to Water Utility Manager.
10. Future Agenda Items
■ Update on water partnership negotiations with the City of Lake Oswego.
■ Update on the status of the Tualatin Basin Water Supply Project.
■ Review:
- Proposed revisions to the credit for leak policy.
- Proposed revisions to the Billing and Collection of Utility Charges section of
the Tigard Municipal Code.
- The billing insert policy.
Future agenda items were not discussed.
Intergovernmental Water Board Minutes February 13,2008
3
11. Next Meetings
■ March 20, 2008, 5:30 p.m. (See item#8 above.)
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
■ Special Meeting, April 8, 2008, 5:30 p.m.
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
■ Special Joint Meeting with the Tigard City Council, April 8, 2008, 7:30 p.m.
City of Tigard Town Hall, 13125 SW Hall Blvd., Tigard, Oregon
■ Special Joint Meeting with Tigard and Lake Oswego City Councils, April 15,
2008, 7 p.m. - Location to be announced
12. Adjournment
At 6:13 p.m. Commissioner Scheiderich motioned to adjourn the meeting; Commissioner
Winn seconded the motion. The meeting was adjourned by unanimous vote, with
Commissioners Buehner, Carroll, Russell, Scheiderich and Winn voting yes.
IWB Chair Greer A. Gaston, IWB ecorder
Date: /
Intergovernmental Water Board Minutes February 13,2008
4
Agenda Item No.: 2
IWB Meeting Date:
Intergovernmental Water Board (IWB)
Meeting Minutes
January 9, 2008
Tigard Public Works Building
8777 SW Burnham Street
Tigard, OR 97223
Members Present:
Gretchen Buehner Representing the City of Tigard
Patrick Carroll Representing the City of Durham
Julie Russell Representing the Tigard Water District
Bill Scheiderich Member At-Large
Members Absent:
Dick Winn Representing the City of King City
Staff Present: Public Works Assistant Director Brian Rager
Water Quality & Supply Supervisor John Goodrich
Accounting Supervisor Amanda Bewersdorff
Financial Operations Manager Roger Dawes
IWB Recorder Greer Gaston
1. Call to Order, Roll Call and Introductions
Commissioner Carroll called the meeting to order at 5:35 p.m.
2. Approval of Minutes — December 12, 2007
Commissioner Buehner motioned to approve the December 12, 2007 minutes;
Commissioner Russell seconded the motion. The minutes were approved by unanimous
vote, with Commissioners Buehner, Carroll, Russell, and Scheiderich voting yes.
3. Public Comments: None
4. Cedar Park Manor Appeal of Leak Credit
Ms. Bewersdorff provided background information on this credit for leak appeal.
Based upon past practice, Commissioner Carroll suggested the Board split the
remaining balance with the property owner. This would result in an additional credit of
about $1,130. He confirmed that the actual cost of the water would be recouped if this
additional credit was approved.
Commissioner Buehner motioned to split the remaining balance; Commissioner Russell
seconded the motion. The credit was approved by unanimous vote, with Commissioners
Buehner, Carroll, Russell, and Scheiderich voting yes.
5. Review Credit for Leak Policy
Mr. Koellermeier described the materials in the Board's packet. He explained other local
water providers allow for larger customer credits, so staff was not recommending any
Intergovernmental Water Board Minutes January 9,2008
1
changes to this portion of the policy. He suggested some revisions the Board may wish
to consider:
• Increasing the $500 limit which requires staff to bring credits to the Board for
approval. The $500 limit has been in place since at least 1993. Increasing the
limit would mean fewer requests would come before the Board, and more
requests would be handled at the staff level.
■ Altering shut off processing fees. Water service providers, including the City of
Tigard, typically issue three notices prior to turning someone's water off for
nonpayment. Most service providers assess a fee at the time each notice is
issued. The City of Tigard only assesses fees at shut off. By assessing some of
these fees when the first and second notices are issued, customers may be more
motivated to bring their accounts into good standing prior to the third notice and
subsequent shut off.
Commissioner Scheiderich suggested requiring a deposit when a past-due accounts are
paid.
Mr. Koellermeier suggested staff could present the Board with a proposal that would
implement the revisions described above. The Board discussed increasing the $500 limit
to between $750 and $1,000.
Commissioner Scheiderich proposed:
■ Calculating the credit based upon excess water use when compared to average
usage during previous time period.
■ Capping the maximum credit issued to $1,000 or $2,000. Water customers
should be aware of a leak of this magnitude.
• Removing the Board appeal option from the process; all credits would be
processed by staff.
■ Verifying the City of Tigard always recovers its water wholesale costs with regard
to credit for leak requests.
Board consensus was for staff to prepare the necessary documents to implement
Commissioner Scheiderich's suggestions. Mr. Koellermeier said this would likely come
before the Board as a policy and would then go before the Tigard City Council as an
ordinance to amend Tigard's municipal code.
Ms. Bewersdorff described the shut off process and timeline. Commissioner Buehner
suggested a door hanger notice fee be instituted. Commissioner Russell expressed
support for a deposit when past-due accounts are paid.
6. Renewable Energy Options
At the Board's December 12, 2007 meeting, the Commissioners requested information
on the actual cost of renewable energy options. Mr. Koellermeier introduced this item
and summarized the packet materials.
The Commissioners expressed concern that energy received through this program may
not actually be from a renewable energy source. They questioned whether money for
renewable energy could be better spent on something else.
Commissioner Buehner said the Tigard City Council wanted to discuss the purchase of
renewable energy and seek citizen input on the matter. Mr. Koellermeier said the
Council's presentation would not focus on the use of renewable energy for the water
Intergovernmental Water Board Minutes January 9,2008
2
I
system. He will inform the Commissioners of the meeting in the event they wish to
attend.
Unless he receives further instruction from the Board, Mr. Koellermeier said he would
not include the cost of renewable energy in the fiscal year 2008-2009 water budget.
Commissioner Buehner confirmed the purchase of renewable energy could be
addressed via a white paper to the City of Tigard's Budget Committee.
7. Briefing on City of Tigard and Tigard Water District Administrative Services
Proposal
Mr. Koellermeier noted this information was an update for the Board and no action was
required.
He explained the City of Tigard had been providing services to the Tigard Water District.
These services had been under negotiation since July. The District rejected Tigard's
recent proposal and has elected not to have Tigard provide services. Mr. Koellermeier
reported:
■ District records, previously under Tigard's custodial control, have been turned
over to the District.
■ District funds, previously managed by Tigard, have been turned over to District.
■ The auditorium of the Tigard Public Works Building will be made available to the
District for their 2008 regularly scheduled meetings.
■ Tigard's web site has been modified to explain the change in the relationship
between the District and the City. Tigard will provide a link to the District's web
site when it is operational.
8. Water Supply Update
Mr. Goodrich and Mr. Koellermeier reported:
• Current water demand is about four million gallons per day.
■ Aquifer storage and recovery 2 (ASR2) is being injected at a rate of 1.67 million
gallons per day.
■ 188 million gallons are in storage.
■ ASR 2 goals will be met in February or March, and then injection will begin at
ASR 1.
■ On the City's progress to bring two private wells into compliance. The City has
offered to pay to properly abandon the wells if the work can be completed by
June 2008. Several Commissioners expressed urgency in getting the wells
capped. The Board discussed the status of City wells and ASR.
■ Construction of the 550-foot Zone Reservoir #2 is on time. Piping from the new
reservoir to the 10-million-gallon reservoir will require construction work on Bull
Mountain Road in the near future.
9. Informational Items
Automated Meter Reading
Mr. Koellermeier informed the Board that Portland General Electric (PGE) has made the
decision to automate their meter reading. Other jurisdictions may be able to take
advantage of PGE's system; the City of Tigard and PGE have entered into preliminary
discussions on the matter. The infrastructure for automated meter reading is expected to
be operational in about three years. The Board discussed the costs associated with
manual and automated meter reading.
Intergovernmental Water Board Minutes January 9,2008
3
10. Non-Agenda Items
IWB Term Expirations
Ms. Gaston informed the Board that Commissioner Carroll's and Commissioner
Scheiderich's terms expired as of December 31, 2007. According to IWB bylaws,
Commissioners can serve on the Board until a successor is appointed. The City of
Durham will consider an appointment to Commissioner Carroll's position on January 22.
Commissioner Carroll motioned to elect Bill Scheiderich to fill the new term as the
member-at-large representative to the IWB. There was no second and the motion was
not placed before the Board for consideration.
Commissioner Russell requested the member-at-large position be filled on a rotating
basis by someone from each jurisdiction. It was noted such a change would require an
amendment to the 1993 intergovernmental agreements.
Joint Meeting with the Tigard City Council
Based on anticipated timelines and availability of the Commissioners, the Board decided
it would hold its regular April meeting on Tuesday, April 8 at 5:30 p,m., followed by a
joint meeting with the Tigard City Council that same evening.
11. Future Agenda Items
■ Discussion of a potential water partnership with the City of Sherwood
■ Update on water partnership negotiations with the City of Lake Oswego
■ Update on the status of the Tualatin Basin Water Supply Project
Future agenda items were not discussed.
12. Next Meetings
■ February 13, 2008, 5:30 p.m.
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
• Special Joint Meeting with the Tigard City Council
(Note: See Joint Meeting with the Tigard City Council under agenda item #10)
13. Adjournment
At 6:37 p.m. Commissioner Carroll motioned to adjourn the meeting; Commissioner
Buehner seconded the motion. The meeting was adjourned by unanimous vote, with
Commissioners Buehner, Carroll, Russell, and Scheiderich voting yes.
IWB Chair Greer A. Gaston, IWB Recorder
Date:
Intergovernmental Water Board Minutes January 9,2008
4
Agenda Item No.:
IWB Meeting Date:
City of Tigard
Memorandum
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To: Intergovernmental Water Board Commissioners
From: Executive Assistant to Public Works Greer Gaston
Re: Board Openings
City of Durham and At-Large Member IWB Positions
Date: February 6, 2008
The City of Durham has reappointed Patrick Carroll to serve as its representative to the IWB.
Based on the Board's direction, press releases were sent to various newspapers advertising the at-
large member position. The position was advertised on the City of Tigard's web site and articles
appeared in the Tigard Times, The Oregonian Southwest Weekly, and the Regal Courier.
Four applications were received from the following individuals:
■ Dennis Goode
■ Marland Henderson
• Marvin Kau
• William Scheiderich
According to the intergovernmental agreements, the at-large member is selected by a majority vote
of the other members.
City of Tigard Boards or Committees Applying For: IJJ 1_
CITY.1DMINIti'I'It 1TI()N Tn�I eflqoieRUMA6!]`27&J°)T e24rmt
Citizen Committee Interest Application
Name: c t7 a I S Goode J Date: Td n�l� a00 ?
Address (Res.): l q11 I ( O 31A� M f R ��oTC1 Res. Phone:
City: T 1 4d Rd Zip Code: Bus. Phone:
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Any other pertinent information you want to share?e g&C, Lf-)Z X�m 4 it GD Al d�s//lP SS
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Person to notify in case of emergency: lTl/�//� V 00 e
Address: A'Z l �O��yY City: �i'dpp State: �/E G Oy
Contact Phones: � ��• Y�ot7! .
I acknowledge that any photograph or videotape taken of a participating in this activity may be used for
outreach, education or documenta ' purposes,witho t mpe sation, by the City of Tigard.
1
Signature of Participant. Date: v v
Please return this form to City of Tigard, 13125 SW Hall Blvd., Tigard, OR 97223
i UdmvormsKibzen"eresl Goc0711=7
ORGANIZATIONS & OFFICES:
1984-85: President/Board Member-Independent Insurance Agents of Oregon
1989-92: Board Member-Independent Insurance Agents of America
1994-99: Board of Directors-Columbia River Girl Scout Council
1988-89: Chairman-Planned Giving Committee-St. Mary's High School
1989-91: President's Advisory Council-Physicians Association of Clackamas County
1998-Present: Executive Committee and Board Member-Affiliated Insurance Service
1998-Present: Board of Directors-Oregon Surplus Lines Association
2000: President-Oregon Surplus Lines Association
2007-09: Treasurer-Oregon Surplus Lines Association(State Taxing Entity)
M. Dennis Goode
FULLERTON&COMPANY
2701 NW Vaughn St
Suite 340 Office 503.790.9346
Portland, OR 97210 Cellular 503.789.6661
PO Box 29018 Facsimile 503.274.6524
97296.9018 dgoodeofullertonco.com
1
FULLERTON&COMPANY
I N S U R A N C E
503.274.6511 1 800.344.5581 1 fullerlonco.com
City of Tigard Boards or Committees Applying For: �_B rt #Q!;-4 0 yC�J-
hLL
CITY ADMINISTRATION !C
Citizen Committee Interest Application
Name: t�' \ `i! Cc rsL 4 Date: L)` _ l— b� �y
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Contact Phones: S�'�'- o` 2-39 4
I acknowledge that any photograph or videotape tak n me pard6 sting in this activity may be used for
outreach,education or documenta ' s , out compensation,by the City
Qof Tigard.
Signature of P tciparit: Date:
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Any other pertinent information you want to share?-
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Address: w,2 City: State:
Contact Phones: — -1z) — 5 1
I acknowledge that any photograph or videotape taken of me participating in this activity may be used for
outreach,education or documentation purposes,without compensation,by the City of Tigard.
Signature of Participant:\�U.LNAL ,r-- Date:
MjMV. Wu-41—adxrconMDQ
Portland OR 97223 / 503-522-7433 / Marv1nKau@l4ohnail.com
Marvin Kau
Obiective
To obtain a challenging position with a focus on the real estate industry.
Professional Accomplishments
Principal Broker/Sales Manager
❑ Recruit,train and supervise commercial brokers in the sale and leasing of commercial real estate.
❑ Review and approve of all listings and purchase and sale agreements.
❑ Manage functional operational issues and maintain compliance with state regulations.
Investment Analysis
❑ Created proforma model to evaluate a variety of types of commercial property for sale looking at ROI's,
CAP rates, NOI, square footage costs and pre-tax and after-tax cash flows.
❑ Developed analytical tools to help clients understand the components of wealth creation through real
estate investing by looking at how cash flow, appreciation,depreciation,debt reduction and leverage all
work together.
Finance/Accounting
❑ Worked as CFO, Accounting Manager,Financial Analyst and Financial Consultant for small,medium and
large companies,mostly in the real estate and financial services industries.
❑ Hired and managed a team of 9 consisting of loan processors, real estate coordinators, database and IT
support,reception,accounts payable and executive assistant.
❑ Managed a professional staff of 5 in a construction accounting department handling construction draws
and project accounting for 38 projects with construction costs in excess of$384 million.
❑ Managed a professional staff of 6 in accounting for a$2.3 billion bond portfolio, a$1.9 billion mortgage
loan portfolio, a$130 million real estate portfolio, the creation of many SEC regulatory reports, capital
budgets,industry specific regulatory reports and intercompany consolidations.
❑ Handled many month-end close cycles for small to large companies, developed strategic plans, annual
plans and rolling forecasts for multiple companies with multi-site locations and numerous departments.
Employment History fall in Portland OR)
2006 to Present Sales Manager/VP Bluestone&Hockley Real Estate Services
2004 to 2006 CFO/Sales Manager Northstar Realty Advisors, Great Northern Mortgage
2000 to 2004 Sr. Accounting Manager LNR Property Corporation
1999 to 2000 Investment Accounting Supervisor StanCorp Financial Group
1995 to 1999 Financial Consultant Kau Enterprises
1994 to 1995 Sr. Financial Analyst US Bancorp Mortgage Company
1984 to 1994 Various Financial Positions Bank of America
1983 to 1984 GL Accountant Colonial Pacific Leasing
Education/ Licensing/ Volunteer
BS in Accounting, Portland State University, 1982 / Passed CPA Exam 1983
Oregon RE Principal Broker License,2007 / Washington RE Salesperson License,2005
Finance Committee Member,REACH CDC,Portland(local provider of affordable housing)
Treasurer, Grace Point Community Church,Tigard
f 01/28/2008 11:05 FAX 5035262484 BEAVERTON CITY ATTORNEYS 4 001
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7. The Parties shall continue to prepare independent tax
coordination plans.
B. Tigard and the District acknowledge that they have
authority to enter into this Intergovernmental Agreement pursuant
to the powers contained in Tigard's Charter, ORS 264.210 and ORS
190.010,
NOW, THEREFORE, the premises being in general as stated in
the foregoing recitals, it is agreed by and between the Parties
hereto as follows:
1. Mission Statement.
The Cities withdrew from the original District with intent to
take a more active role in planning and operating a domestic water
supply system for the Southeast Washington County area in order to
provide the residents of that area with the highest quality water
service at the lowest possible cost. In keeping with that
intention, the Parties to this Intergovernmental Agreement commit
to working together to provide all of the residents and undeveloped
property in the original District with a clean, economical water
supply. The Parties further commit to working together and with
other agencies and jurisdictions in a cooperative effort to plan
for the future long term water supply needs of the area.
2. Term.
This Agreement will be in full force and effect until December
31, 2018, unless sooner terminated by one or both of the Parties.
Either party may terminate this Agreement by providing written
notice to the other party a minimum of ten years prior to the
effective date of termination. Tigard recognizes that by this
Agreement, it is assuming the responsibility to provide water to
the inhabitants of the District for the duration of this Agreement
unless a reasonable alternative domestic water supply is available
to the District and the Agreement is terminated.
3. Intergovernmental Water Board.
A. Tigard will establish an Intergovernmental Water Board
(IWB) . The Intergovernmental Water Board will consist of five
members. Members of the Board will be appointed by the respective
governing bodies as follows:
INTERGOVERNMENTAL AGREEMENT
TIGARD/WATER DISTRICT - 2 (12/23/93 - FINAL)
Tigard - One Member
King City - One Member
Durham - One Member
District/Unincorporated Area - One Member
At Large - one Member selected by a majority vote of the
Other Members
B. Intergovernmental Water Board Terms.
(1) Initially, three Board members shall be appointed for a
term of three years (from January 1, 1994 to December
31, 1996) and two Board members shall be appointed for
a term of two years (from January 1, 1994 to December
31, 1995) . There shall be a drawing of lots to determine
which Board members will serve two years and which will
serve three years. Thereafter, Board members shall have
two year terms.
(2) Board members shall be appointed in December for the
following two year term. Each term will begin on January
1. Each term will end on December 31 and each Board
member shall serve until a successor has been appointed.
Members may be re--.appointed to succeeding terms.
Vacancies may be filled in the same manner as a regular
appointment.
(3) Board members shall be an elected official serving on
the respective governing body except for that member
selected by a majority vote of the other members. Each
respective governing body may appoint an alternate to
attend meetings in the place of a regularly appointed
Board member. The alternate shall be appointed in the
same manner and must meet the same qualifications as the
regularly appointed Board member.
C. Tigard may appoint city off icials as ex officio members
of the Intergovernmental Water Board to assist the Board in its
duties. They shall serve at the pleasure of the Tigard City
Council and shall have no voting privileges.
D. A quorum of the Board shall be three (3) members. All
actions of the Board shall require at least three (3) votes,
excluding abstentions.
E. The Intergovernmental Water Board will make
recommendations to the Tigard City Council on water service issues
and will have the following responsibilities:
(1) to make a continuing study of the. rate structure of the
water system.
INTERGOVERNMENTAL AGREEMENT
TIGARD/WATER DISTRICT - 3 (12/23/93 - FINAL)
Agenda Item No.: S
IWB Meeting Date: d_-13-os
-64
City of Tigard
TIGARD Memorandum
To: Intergovernmental Water Board Commissioners
From: Executive Assistant to Public Works Greer Gaston
Re: Election of the IWB Chair and Vice-Chair
Date: February 6, 2008
The IWB bylaws call for the election of a Chair and Vice-Chair during the Board's February
meeting. The Chair and Vice-Chair serve one-year terms. Since this is the Board's February
meeting, it is time to elect these individuals for the coming year.
INTERGOVERNMENTAL WATER BOARD BYLAWS
REVISED DECEMBER 14 , 1994
ARTICLE I: Name of Organization
• Intergovernmental Water Board
ARTICLE II: Mission
• The Cities withdrew from the original District
with intent to take a more active role in
planning and operating a domestic water supply
system for the Southeast Washington County
area in order to provide the residents of that
area with the highest quality water service at
the lowest possible cost. In keeping with
that intention, the Parties to this
Intergovernmental Agreement commit to working
together to provide all of the residents and
undeveloped property in the original District
with a clean, economical water supply. The
Parties further commit to working together and
with other agencies and jurisdictions in a
cooperative effort to plan for the future long
term water supply needs of the area.
ARTICLE III: Members
• The Intergovernmental Water Board (IWB) will
consist of five members. Members of the Board
will be appointed by the respective governing
bodies as follows:
Tigard - One Member
Ring City - One Member
Durham - One Member
District/Unincorporated Area - One Member
At Large - One Member selected by a majority
vote of the Other Members.
ARTICLE IV: Officers
• The Intergovernmental Water Board shall elect
a Chair and Vice-Chair from its' members .
Election of the Chair and Vice-Chair shall be
held the first meeting in February of each
calendar year.
In the event of a resignation of the Chair,
the standing Vice•-Chair shall become Chair on
the effective date of the resignation of the
Chair. The new Chair shall serve the
remainder of the vacating Chair's term. The
new Chair's one year term shall commence at
the first meeting of the next calendar year.
Agenda Item No.: /y
IWB Meeting Date: A-13-08
_ City of Tigard
Memorandum
To: Intergovernmental Water Board Commissioners
From: Public Works Director Dennis Koellermeier
Re: Regional Water Providers Consortium Intergovernmental Agreement (IGA)
Amendment
Date: February 6, 2008
The City of Tigard, representing the entire Tigard Water Service Area, has been a voting member of
the Regional Water Providers Consortium since the Consortium's inception in 1996.
Based on the Public Health Security and Bioterrorism Preparedness and Response Act of 2002, and
for obvious security reasons, most Consortium member agencies take exception to public
information requests related to their water systems. Recently the Consortium took action to align its
confidentiality and security policies with that of its members by proposing a new section, entitled
"Disclosure of Sensitive Information," be added to the IGA which established the Consortium.
Each member agency needs to approve the amendment. As an advisory board, the IWB's role is to
review the amendment and make a recommendation to the Tigard City Council.
CITY OF TIGARD, OREGON
TIGARD CITY COUNCIL
RESOLUTION NO. 08-
A RESOLUTION AMENDING THE INTERGOVERNMENTAL AGREEMENT OF THE
REGIONAL WATER PROVIDERS CONSORTIUM REGARDING THE DISCLOSURE OF
SENSITIVE INFORMATION
WHEREAS, the City of Tigard, representing the Tigard Water Service Area, has been a member of the
Regional Water Providers Consortium since the Consortium's inception in 1996;and
WHEREAS, the Consortium works to facilitate emergency coordination, planning and communication among
water providers as directed in the June 2004 Strategic Plan;and
WHEREAS, the Consortium may develop tools to help facilitate the development of regional interconnections
that may contain sensitive information about individual water systems, including locations of transmission lines
and interconnections;and
WHEREAS, disclosure of sensitive information would make the region's water systems vulnerable to
unauthorized disruption or interference;and
WHEREAS, the Oregon Public Records Law (ORS 192) recognizes the importance of protecting against the
unlawful disruption to or interference with public services;and
WHEREAS, the Consortium has adopted a Resolution to establish practices and protocols to aid in the
prevention of the release of sensitive and protected information;and
WHEREAS, the Board of the Consortium is recommending its members approve an amendment to the
Intergovernmental Agreement that established the Consortium;and
WHEREAS, such an amendment requires the signature of all participating members of the Consortium;
NOW,THEREFORE,BE IT RESOLVED by the Tigard City Council that:
SECTION 1: A new section, entitled "Section 17. Disclosure of Sensitive Information," be added to the
Regional Water Providers Consortium Intergovernmental Agreement. Section 17 will read as
follows:
Section 17. Disclosure of Sensitive Information
To achieve the work of the Consortium its members need to share specific
information regarding their respective water systems including but not limited to
transmission and storage information. Some of that information is confidential
because its disclosure would make the water systems vulnerable to unauthorized
disruption or interference.
RESOLUTION NO. 08 -
Page 1
When sharing information, each Consortium member may identify that
which it considers confidential. The Consortium, its members, and their officers,
employees and agents shall protect as confidential any shared structural and
operational system information identified by a member as confidential and shall
not release such information unless ordered to do so by a court of law or upon
written permission of the providing party.
In the event that confidential information provided by one member is the
subject of a Public Records Act request to the Consortium or a member, the
Consortium or member holding the information, may tender to the member
providing the information, the defense of any action brought to force disclosure of
that information.
SECTION 2: This resolution is effective immediately upon passage.
PASSED: This day of 2008.
Mayor-City of'Tigard
ATTEST:
City Recorder-City of Tigard
RESOLUTION NO. 08-
Page 2
INTER-GOVERNMENTAL AGREEMENT
OF
REGIONAL WATER PROVIDERS CONSORTIUM
(AS AMENDED IN 2004-05)
i
TABLE OF CONTENTS
Section1. Definitions .........................................................................................................2
Section2. Purposes ............................................................................................................2
Section 3. Endorsement of Regional Water Supply Plan .......................................3
Section 4. Cooperation and Participants' Retained Powers ...............................................3
Section 5. Consortium Authority .......................................................................................4
Section6. Participants ........................................................................................................5
Section7. Dues .......................................................................................6
Section 8. Work Plan and Budgeting .............................................................8
Section 9. Consortium Board ............................................................................................. 8
Section 10. Consortium Technical Committee .................................................................... 9
Section 11. Dispute Resolution .............................................................................................10
Section 12. Duration and Dissolution ...................................................................................10
Section 13. Legal Liability ...................................................................................................11
Section 14. Oregon Law and Forum......................................................................11
Section 15. Public Notification........................................................................ .. 11
Section 16. Agreement Amendment .................................................................................... 1 1
REGIONAL WATER PROVIDERS CONSORTIUM
This Inter-Governmental Agreement is entered into by and among the under-
signed municipalities and districts, hereinafter called "Participants," to establish and
operate the Water Providers Consortium for the Portland Metropolitan Region.
RECITALS
WHEREAS, ORS Chapter 190 authorizes units of local government to enter into
written agreements with any other unit or units of local government for the performance of
any or all functions and activities that any of them has authority to provide; and
WHEREAS,all the Participants of this Agreement are thus authorized to enter into
an inter-governmental agreement;and
WHEREAS,many of the water providers of the Portland metropolitan area have
been meeting together since 1989 through an informal group called the Regional Providers
Advisory Group to coordinate water supply planning efforts; and
WHEREAS,twenty seven of the area's water providers agreed in May, 1993,
through the Inter-Governmental Agreement to Fund Phase Two of the Regional Water
Supply Plan jointly to fund an integrated Regional Water Supply Plan and have been
meeting monthly since then as the Phase Two Participants Committee to manage the
development of that Regional Water Supply Plan;and
WHEREAS,a draft of the resulting Regional Water Supply Plan has been
circulated for public review since September, 1995;and
WHEREAS,a final Regional Water Supply Plan has now been completed;and
WHEREAS,that Regional Water Supply Plan contains specific recommendations for
future cooperation and coordination between the water providers in this region through the
formation of a regional water providers consortium;and
WHEREAS, as the Regional land use agency under state law and Regional charter,
the Metropolitan Service District ("METRO") has responsibilities to plan and coordinate
the provision of public facilities in the region,including responsibilities created by the Metro
Charter requiring that Metro's Regional framework plan address water sources and
water storage; and
WHEREAS,Metro has adopted Regional goals and objectives to encourage
coordinated planning and management of water resources to ensure a sufficient water
supply for the region; and
WHEREAS,Metro's participation in preparation of the Regional Water Supply Plan
and this Agreement is consistent with its regional coordination functions and its Charter
1
responsibilities; and
WHEREAS,Metro's adoption of the Regional Water Supply Plan and execution of this
Agreement are important parts of Metro studies preliminary to adoption of a water supply
component of its regional framework plan; and
WHEREAS,the Participants desire to enter into an inter-governmental agreement in
order to endorse the Regional Water Supply Plan and coordinate and cooperate in its
implementation;
NOW, THEREFORE,the Participants agree as follows:
Section 1. Definitions
For purposes of this Agreement the following terms shall be defined as follows:
"Agreement" - This document and any authorized amendments thereto.
"Consortium" - Shall mean all Participants to this Agreement acting pursuant to and
under the terms of the Agreement.
"Consortium Board" - Shall-mean the Board of Directors established by Section 9 of this
Agreement,consisting of one representative from the governing board,commission or
council of each Consortium Participant.
"Consortium Funds" -Consortium funds shall consist of all dues,voluntary
contributions,grant monies and funding from any other source provided to the
Consortium to conduct the activities and business of the Consortium.
"Consortium Technical Committee" - Shall mean the Committee established by
Section 10 of this Agreement,consisting of one staff representative appointed by the
governing board,commission,or council of each Participant.
"Plan" - That document dated October 1996,entitled Regional Water Supply Plan
for the Portland Metropolitan Area,and all subsequent amendments thereto,referred
to herein as the "Plan."
Section 2. Purposes
The general purposes of the Consortium are as follows:
A. To provide a collaborative clearinghouse function for water supply planning
and development that fosters regional coordination.
B. To serve as the central custodian for Plan documents,including computer
2
models and other local decision support functions;
C. To review and recommend revisions to the Plan,as appropriate;
D. To provide a forum for the study and discussion of water supply issues of mutual
interest to Participants and to collate the responses of Participants to such issues;
E. To provide a forum for review and discussion of water resource related issues that
may relate to application of the statewide land use goals,comprehensive plans,
regional plans,or land use regulations;
F. To allow for public participation in Consortium activities;
G. To conduct regional conservation programs;
H. To facilitate emergency preparedness for water suppliers in the region.
Section 3. Endorsement of Plan
A. By entering into this Agreement, the individual Participants endorse the
Plan,attached hereto as Exhibit A,and agree to cooperate among themselves
in its implementation.
B. Endorsement of the Regional Water Supply Plan (RWSP) and coordination and
collaboration between the Consortium members that avoids duplicative efforts
and cost are part of the ongoing commitment of the Participants to jointly study
and create a Regional Water Supply Plan. The RWSP is intended to be a clearing
house for local water supply planning and provides support for individual water
supply planning and decision making. The Plan does not,however, require any
mandatory action by any Participant. Each Participant jurisdiction remains
responsible for determining and adopting appropriate comprehensive and functional
plan provisions,including city and county public facility plans and special district
capital improvement plans.The Plan is not any part of any Participant's
comprehensive land use plan or framework plan or implementing regulations unless
an individual participant takes such action.No part of the Plan or any coordinated
activity of the Consortium constitutes a final land use decision by any Participant
applying statewide or regional land use goals,comprehensive plans,functional plans,
and/or land use regulations.For any part of the Plan to be applied to a Participant's
land use actions,direct action to that effect is required by that Participant.
Section 4. Cooperation and Participants'Retained Powers
The Participants intend that the Consortium shall act through the processes laid out
herein in the spirit of cooperation.Unless specifically provided for herein,by entering
into this Agreement,no Participant has assigned or granted to any other or to the
Consortium its water rights or the power to plan,construct,and operate its water
system or perform any other obligation or duty assigned to it under law.
3
Section 5. Consortium Authority
In accomplishing its purposes,and utilizing the organizational structure and
decision-making processes contained herein,the Consortium is authorized to:
A. Adopt by-laws and other operating procedures consistent with the terms of.this
Agreement to govern Consortium operation and administration,including such things
as meeting arrangements,voting procedures,election of officers of Consortium
component boards or committees, notice procedures, procedures for execution
of legal documents such as contracts, budgeting, and financial operations.
B. Adopt and implement an annual work plan and issue annual reports and such
supplementary reports as the Consortium may determine appropriate;
C. Collect regular dues from Participants to support the routine business of the
Consortium in amounts established as provided herein;
D. Accept voluntary contributions from Participants in amounts higher than the
regular dues for the purpose of conducting studies or engaging in other activities
consistent with the Consortium purposes;
E. Apply for and receive grants and accept other funds from any person or entity to
carry on Consortium activities;
F. Expend Consortium funds, however obtained, and establish accounts and
accounting processes to manage Consortium funds or utilize the accounts and
processes of Participants for such purposes under appropriate agreements;
G. Execute contracts to obtain goods and services and to enter into arrangements
whereby Participants may contract on behalf of the Consortium to obtain goods
and services;
H. Execute intergovernmental agreements;
I. Establish procedures for the hiring and firing of its own staff;
I Accept assignment of staff from individual Participants to conduct Consortium
work and to reimburse the Participants for the salary and other costs associated
with the assigned staff;
K. Establish procedures and criteria whereby other units of government may enter into this
Agreement subsequent to its initial creation by the execution of the Agreement by fifteen or
more Participants,subject to the provisions herein enabling any Participant in the Inter-
Governmental Agreement to Fund Phase Two of the Plan to join as a Participant of
the Consortium at any time after the Consortium's creation;
4
L. Establish a process to coordinate Participant response to water policy issues of
mutual concern;
M. Establish procedures to solicit the views of the public on water supply and water
resource issues within the Consortium's purview;
N. Establish a process whereby water policy and water supply disputes or
disagreements among Participants may be resolved;
O. Protect Consortium rights and enforce obligations owed to the Consortium by
third parties to the extent permitted by law;
P. Take other action within the powers specifically granted the Consortium herein by
the Participants to exercise the authority granted in subsections A.through O.
above and to carry out the purposes stated in Section 2 above.
Section 6. Participants
A. Participants in General. Any Participant in the Inter-Governmental
Agreement to Fund Phase Two of the Plan, as listed in Exhibit B to this
Agreement, may, initially join the Consortium at any time.Any Participant
which,having once joined,withdraws or is expelled from the Consortium for non-
payment of dues,may only re-join as provided in Section 7F. Participants in
Phase Two may join in their own name or in the name of a separate inter-
governmental entity,but not both.(For example,the Cities of West Linn and Oregon
City may join as two separate Participants or as"one, in the name of the South
Fork Water Board.)
B. Initial Creation By Fifteen Participants. The Consortium shall be created
and this Agreement shall become effective upon its execution by fifteen or more
Participants in the Inter-Governmental Agreement to Fund Phase Two of the Plan.
This Agreement may be signed in counterparts.
C. Additional Participants.The Consortium Board may accept additional governmental
entities as Participants into the Consortium under terms and financial arrangements that
the Board determines just and appropriate.The Board may establish standards for
membership in its by-laws or may allow new members to join on a case by case
basis. Provided, however, that in all cases,no new member may join the
Consortium without the affirmative vote of a majority of the Board.
D. Withdrawal. Any Participant may withdraw from the Consortium at any time by
giving written notice to the Chair of the Consortium Board. Consortium dues
already paid shall not be refunded to the withdrawing Participant.To the extent
it is able to do so,any Participant intending to withdraw from the Consortium
shall endeavor to advise the Chair of that fact prior to February 1 and the
approval of the Consortium's next fiscal year's budget.
5
Section 7. Dues
A. Each Participant of the Consortium shall pay annual dues no later than
September 1 of each year sufficient to fund the approved annual budget of the
Consortium, as established by the Board,provided,however,that the Board may
establish a different payment amount and/or schedule for a Participant upon
request from that Participant or upon the Board's own motion.
B. The dues of each water provider Participant shall be determined annually as
follows:
1. Total annual dues for all members shall be set to equal the annual budget
for the Consortium,not counting budget items to be funded by fewer
than all the Participants as provided in Section 8.C.,and taking into
account any grants or non-dues monies available to fund the annual
budget.
2. The total annual dues of Participants that are not water providers shall then
be subtracted from the total annual dues-based budget,described in
subsection 7.B.1.above,leaving a budget number to be funded by provider
dues.Dues shall be set so that the dues of each water provider reflects its
proportional share of that sum based on the following formula:
(a) 50% of the total provider dues shall be allocated
proportionally based on the individual provider's proportional
share of the total number of all Participants'retail customer
accounts for the prior year;
(b) 50%of the total provider dues shall be allocated proportionally
based on the individual provider's proportional share of total
average daily retail water use(in million gallons a day) in the
prior year of all Participants;
(c) The changes made to the Consortium's dues formula in FY
2004/05 shall be phased in at 50%in FY 2005/06 and at 100%in
FY 2006/07.
C. The amount of Metro's dues shall be established each year in the Annual
Work Plan and budget. Metro's dues may include in-kind contributions.
D. The dues obligation of any additional Participant that is not a water provider
shall be established by the Consortium Board at the time it approves an entity's
membership.
6
E. A Participant that fails to pay its assigned dues by September 1 or a time
otherwise established by the Board pursuant to Section 7.A. shall be
automatically removed as a Consortium Participant.
F. Upon a majority vote of the Board,a defaulting Participant(or a Participant that
has previously withdrawn from membership)may be reinstated in the
Consortium upon its agreement to pay its dues for the year during which it wishes
to rejoin(calculated as if the entity had been a Participant at the time the budget
was approved).Upon receipt of such dues by a rejoining member,the Board shall
re-calculate the dues owed by other entities and provide a credit on the next
year's dues to Participants who paid more than their total dues as recalculated.
G. If a new entity joins the Consortium as a Participant during an annual dues
cycle,its dues and those of the existing Participants shall be calculated as
follows:
1. If a new Participant is a water provider,its dues requirement will be
calculated pursuant to Section 7.B. above.
2. If a new member is not a water provider,its dues will be determined
as provided in Section 7.D. above.
3. The initial year dues for a new Participant joining part way through a
budget cycle will be pro-rated to reflect partial year membership.
4. Upon addition of a new Participant part way through a budget cycle,
the current year dues for existing Participants will be re-calculated and
re-assigned as follows:
(a) The new Participant's initial year dues will be deducted from
the total current dues-based budget.
(b)The remaining budget amount will be allocated to existing
members in accordance with the percentage of the budget each
Participant was assigned in the current annual budget.
(c) Existing members shall receive a credit on their next year's
dues payment for any amounts they paid as dues that are
greater than their revised dues obligation as determined
herein.
5. New Participants joining at any time after September 1 shall pay
their initial year dues by the following September or at a time
otherwise established by the Board upon admission of the new
Participant.
Section 8. Work Plan and Budgeting
A. By February 1 of each year,the Board shall adopt an annual work plan of
Consortium activities for the upcoming fiscal year beginning on July 1.
B. At the same time,the Board shall adopt a budget sufficient to conduct the
Consortium's Annual Work Plan.The budget shall also include'a calculation of the
dues . owed by each Participant to fund the budget as provided in Section 7,taking
into account any grants or non-dues funds available to the Consortium,and a table
apportioning the dues to each Participant.
C. The budget may include special studies that will be funded by fewer than all of the
Participants on a voluntary basis.
D. The Board may amend the budget and the work plan at any time during the year as
it deems appropriate except that dues may only be increased annually as provided
for in Section 7. Additional expenditures may be permitted so long as there are
identified sources of revenue, other than increased dues,for such expenditure(s).
E. Participants are expected to provide to Consortium staff the data necessary to
calculate the annual dues for budgeting and planning.
Section 9. Consortium Board
A. The Consortium Board shall be made up of one representative from the
governing board,commission,or council of each Participant. Each Participant
shall also name an alternate Board representative from its governing board,
commission, or council to serve in case the primary representative cannot.
Provided,however, that if the Board Chair does not attend a meeting,the Vice-
Chair shall assume the Chair's duties rather than the Chair's alternate.
B. The Board is authorized to: (1)approve the Consortium's annual work plan and
budget;(2)set Consortium policy;(3)approve new Consortium Participants;(4)
recommend water supply,water planning,and regional cooperation actions to
Participant governing boards,commissions,or councils,especially,but not limited
to,actions to implement the Plan;(5)approve minor amendments to the Plan;(6)
recommend to the governing boards,commissions,or councils of the Consortium
Participants major amendments to the Plan;(7)periodically review the Plan
comprehensively,on a schedule providing for review at least every five to ten years
as needed,commencing with the date upon which the Consortium is formed:(8)
recommend to the governing boards,commissions,or councils of the Consortium
Participants amendments to this Agreement;(9)adopt by-laws;(10)exercise any
other powers and authority granted to the Consortium by this Agreement necessary
8
to accomplish the Consortium's purposes.
C. The Board shall have the authority to designate which Plan Amendments are
major and which are minor for purposes of determining the process for
amendment consideration.Generally,major amendment to the Plan should
include revisions to the Plan's policy objectives,resource strategies,or
implementation actions which significantly alter Plan direction or would
significantly change the implementation strategies.Minor amendments are all
other changes to the Plan.
D. Upon its first meeting,the Board shall elect a temporary Chair and Vice-Chair
and shall proceed within three months thereafter to adopt such by-laws as it
deems advisable,consistent with this Agreement. Consistent with the terms of
this Agreement,the by-laws shall,at least, (1)establish the offices of Chair and
Vice-Chair and determine their terms, their general duties, and the method for
their election; (2) establish how the Participants'governing boards,
commissions,or councils shall notify the Consortium of their appointment of
Board members and alternates; (3) establish a method to allow additional
entities to join the Consortium;(4)establish a method to determine timing of
meetings,provided that the Board must meet at least once a year;(5)establish a
process for resolution of disputes among Participants; and(6)establish a method
whereby the Board can create subcommittees of itself and other advisory
committees or bodies to assist the Board in conducting its business,including a
standing"Executive Committee." In creating a Board Executive Committee,the
Board shall endeavor to achieve geographic representation and representation
from municipalities,districts, and other types of entities that form the
Participants' group.
E. Each year in the annual work plan or its amendments,the Board may assign
such duties or delegate such Board authority as the Board deems advisable to
any Board committee or to the Technical Committee,except that the Board may
not delegate the authority(1)to execute inter-governmental agreements,(2)to
designate Plan amendments as minor or major, (3)to recommend major Plan
Amendments or amendments to this Agreement,(4)to approve the annual work
plan and the budget,(5)to approve minor Plan amendments,(6)to approve the
admission of Participants to the Consortium, or(7) to dissolve the Consortium.
F. To be effective,Board actions must be approved by a vote of a majority of the
Board at a meeting at which a simple majority_of the Board is present.
Section 10. Consortium Technical Committee
A. The Consortium Technical Committee shall be made up of one staff representative
appointed by the governing board,commission,or council of each Participant.
Each governing board,commission,or council shall also name a Technical
9
Committee representative alternate to serve when the primary representative
cannot. Provided,however,that if the Technical Committee Chair does not attend a
meeting,the Vice-Chair shall assume the Chair's duties rather than the Chair's
alternate.
B. The Technical Committee shall advise and provide assistance to the Board on any
matters falling within the Consortium's purview under this Agreement, and may act
upon Board delegation of authority as provided in Section 9.F.
C. The Technical Committee shall, upon its first meeting, elect a temporary
Chair and Vice-Chair and shall proceed within three months thereafter to
adopt such bylaws for its operation as it deems advisable, consistent with
this Agreement. The by-laws shall, at least, (a) establish the offices of Chair
and Vice-Chair and determine their terms, their general duties, and the
method for their election; (b) establish how the Participants' governing
boards, commissions, or councils shall notify the Consortium of their
appointment of Technical Committee members and alternates; (c)establish a
method to determine timing of meetings,provided that the Technical Committee
must meet at least three times a year,and(d)establish a method whereby the
Technical Committee can create subcommittees of itself and other advisory
committees or bodies to assist the Technical Committee in conducting its business.
D. The Technical Committee under the provisions of any agreement or contract
to provide staff shall supervise Consortium staff and assume the
responsibility to draft proposed work plans,budgets, annual and other
reports, plan amendments, and implementation proposals for submission to
the Board or Executive Committee as appropriate.
E. To be effective,Technical Committee actions must be approved by a vote of a
majority of the Committee at a meeting at which a quorum of two-thirds of the
Committee is present.
Section 11. Dispute Resolution
It is the intention of the Participants to limit the issues available for dispute resolution. The
issues raised must be related to interpretation of the express terms of this Agreement. No
issues related to water supply development or program development by individual members
may be raised.Any such dispute shall,if possible,be resolved through the use of a
mandatory,but non-binding dispute resolution mechanism established by the Board through
its by-laws.
Section 12. Duration and Dissolution
This Agreement shall remain in effect,subject to the following: (1)any Participant may
withdraw at any time as provided in this Agreement;(2)should all but one Participant
withdraw,the Agreement shall end and the Consortium shall be dissolved;(3)the Agreement
10
may be ended and the Consortium dissolved by a vote of the Board.
Section 13. Legal Liability
Participants agree to share any costs or damages,including reasonable attorney's fees, from
third party actions against the Consortium. The obligation shall apply to any entity that
was a Participant in the Consortium at the time the liability arose or the cause of action
accrued. Payment obligations shall be proportional to the dues of each entity.
Participants agree to assist and cooperate in the defense of such an action. Settlement of any
action that would impose an obligation to pay upon the Participants under this provision
must be approved by a majority of the Board.
Section 14. Oregon Law and Forum
A. This Agreement shall be construed according to the law of the State of Oregon.
B. Any litigation between the Participants under this Agreement or arising out of work
performed under this Agreement shall occur,if in the state courts,in the Multnomah
County Court having jurisdiction thereof,and if in the federal courts,in the United
States District Court for the District of Oregon.
Section 15. Public Notification
Meetings of the Consortium Board,the Consortium Technical Committee,and any
subcommittees of those bodies shall be considered open meetings as provided by law.
Section 16. Agreement Amendment
Amendments to this Agreement shall be recommended by the Board and shall be effective
when authorized by the governing board, commission or council, as the case may be, of
every Participant.
11
Exhibit B
PHASE 2
of the
REGIONAL WATER SUPPLY PLAN
PARTICIPANTS:
City of Beaverton
Canby Utility Board
Clackamas River Water
City of Gladstone
Damascus Water District
City of Fairview
City of Gresham
City of Hillsboro Utilities Commission
City of Forest Grove
City of Lake Oswego
Metro
City of Milwaukie
Mt. Scott Water District
Oak Lodge Water District
City of Portland
Raleigh Hills Water District
Rockwood Water
City of Sandy
City of Sherwood
South Fork Water Board: City of Oregon City/City of West Linn
City of Tigard Water Department
City of Troutdale
City of Tualatin
Tualatin Valley Water District
West Slope Water District
City of Wilsonville
City of Wood Village
City of Tigard �1
13125 SW Hall Blvd.
Tigard, OR 97223
Phone: 503-639-4171
TIGARD
FAX TRANSMITTAL
Date February 7, 2008
Number of pages including cover sheet 4
To:
Or The City of King City (Fax No. 503-639-3771)
M(The City of Durham (Fax No. 503-598-8595)
From: Greer Gaston
Co: City of Tigard
Fax#: 503.684.8840
Ph#: 503.718.2595
SUBJECT: Intergovernmental Water Board Meeting Notice and Agenda
MESSAGE:
Please post the attached notice and agenda for the upcoming meeting of the Intergovernmental Water
Board.
Thank you.
11EMTAX.DOT
Intergovernmental
Water Board
Serving Tigard, King City, Durham and Unincorporated Area
MEETING NOTICE
Wednesday, 13, 2008
5 :30p.m.
Tigard Public Works Building
8777 SW Burnham
Tigard, Oregon 97223
Questions? Contact the City of Tigard at 503.639.4171
Intergovernmental Water Board — Agenda
SERVING TIGARD,KING CITY,DURHAM AND THE UNINCORPORATED AREA
MEETING DATE: Wednesday, February 13, 2008, 5:30 p.m.
MEETING LOCATION: Tigard Public Works Building
8777 SW Burnham Street
Tigard, OR 97223
1. Call to Order, Roll Call and Introductions
Call the meeting to order, staff to conduct roll call.
2. Approval of Minutes —January 9, 2008
Action: Motion to approve the January 9, 2008 minutes.
3. Public Comments
Call for comments from the public.
4. Board Openings - Appoint an At-Large Member to a Two-Year Term - Dennis Koellermeier
Action: Motion to appoint an at-large member to a two-year term.
5. Election of Chair and Vice-Chair - Dennis Koellermeier
Action: Motion to appoint the Chair and Vice Chair.
6. Consider Malring a Recommendation to the Tigard City Council Regarding a Resolution to
Add a Section on "Disclosure of Sensitive Information" to the Regional Water Providers
Consortium Intergovernmental Agreement - Dennis Koellermeier
Action: Motion to recommend the Tigard City Council approve a resolution adding a section on
"Disclosure of Sensitive Information" to the Regional Water Providers Consortium
Intergovernmental Agreement.
7. Water Supply Update - Mr. Goodrich
8. Informational Items
■ Both Commissioner Buchner and Commissioner Scheiderich have indicated they will not be
able to attend the March 12, 2008 IWB meeting. Would the Board like to hold, reschedule, or
cancel this meeting?
9. Non-Agenda Items
Call for non-agenda items from Board.
INTERGOVERNMENTAL WATER BOARD AGENDA— FEBRUARY 13, 2008
Cityof Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 1 503-639-4171 1 www.tigard-or.gov I Page 1 oft
10. Future Agenda Items
■ Update on water partnership negotiations with the City of Lake Oswego.
■ Update on the status of the Tualatin Basin Water Supply Project.
■ Review:
- Proposed revisions to the credit for leak policy.
- Proposed revisions to the Billing and Collection of Utility Charges section of the Tigard
Municipal Code.
- The billing insert policy.
11. Next Meetings:
■ March 12, 2008, 5:30 p.m.
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
■ Special Meeting, April 8, 2008, 5:30 p.m.
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
■ Special Joint Meeting with the Tigard City Council, April 8, 2008, 7:30 p.m.
City of Tigard Town Hall, 13125 SW Hall Blvd.,Tigard, Oregon
■ Special Joint Meeting with the Tigard and Lake Oswego City Councils, April 15, 2008, 7 p.m.
Location to be announced
12. Adjournment
Action: Motion for adjournment
Executive Session
The Intergovernmental Water Board may go into Executive Session. If an Executive Session is called to
order, the appropriate ORS citation will be announced identifying the applicable statute. All discussions are
confidential and those present may disclose nothing from the Session. Representatives of the news media
are allowed to attend Executive Sessions, as provided by ORS 192.660(4), but must not disclose any
information discussed. No Executive Session may be held for the purpose of taking any final action or
making any final decision. Executive Sessions are closed to the public.
INTERGOVERNMENTAL WATER BOARD AGENDA- FEBRUARY 13, 2008
Cityof Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 1 503-639-4171 1 www.tigard-or.gov I Page 2 of2
hp LaserJet 3380
HP LASERJET FAX i n v e n t
Feb-7-2008 2:47PM
Fax Activity Log
Job Date Time Type Identification Duration Pages Result
1 1/14/2008 7:40:07AM Receive 0:38 0 No Fax Detected
2 1/14/2008 7:42:33AM Receive 0:39 0 No Fax Detected
3 1/14/2008 7:43:22AM Receive 0:39 0 No Fax Detected
4 1/14/2008 7:47:35AM Receive 0:37 0 No Fax Detected
5 1/14/2008 7:48:23AM Receive 0:38 0 No Fax Detected
6 1/18/2008 12:11:46PM Receive 5036848482 0:34 1 OK
7 2/ 5/2008 7:26:51AM Receive 5036848482 0:38 1 OK
8 2/ 5/2008 6:22:28AM Receive 5036848482 0:36 1 OK
9 2/ 5/2008 7:11:54AM Receive 0:32 1 OK
10 2/ 5/2008 7:59:04AM Receive 0:36 1 OK
11 2/ 5/2008 10:17:12AM Send 15035897828 1:23 1 OK
12 2/ 5/2008 10:25:05AM Receive 5036637096 0:32 1 OK
13 2/ 5/2008 10:48:56AM Receive 0:39 0 No Fax Detected
14 2/ 5/2008 11:00:40AM Send 9716730457 0:55 4 OK
15 2/ 5/2008 11:57:51AM Receive Fax 0:42 1 OK
16 2/ 6/2008 8:15:52AM Receive 0:27 1 OK
17 2/ 6/2008 9:53:49AM Send 15039862844 0:52 7 OK
18 2/ 6/2008 11:01:17AM Receive 0:38 1 OK
19 2/ 6/2008 11:17:09AM Receive 0:33 0 Comm Error 392
20 2/ 6/2008 11:23:58AM Receive 0:32 0 Comm Error 392
21 2/ 6/2008 11:50:28AM Send 5036935604 1:06 3 OK
22 2/ 6/2008 11:59:09AM Receive 0:31 3 OK
23 2/ 6/2008 12:02:41PM Send 5036242173 1:10 1 OK
24 2/ 6/2008 1:23:27PM Receive 0:39 1 OK
25 2/ 7/2008 7:58:15AM Send 5032857496 0:15 0 Stop
26 2/ 7/2008 7:59:08AM Send 5032857496 0:00 0 No Answer
27 2/ 7/2008 8:01:OOAM Send 95032857496 0:00 0 Busy
28 2/ 7/2008 8:02:48AM Send 95032857496 0:00 0 Busy
29 2/ 7/2008 8:08:30AM Send 95032857496 0:42 0 Comm Error 388
30 2/ 7/2008 8:10:19AM Send 95032857496 0:00 0 Busy
31 2/ 7/2008 8:15:44AM Receive 0:32 1 OK
32 2/ 7/2008 8:16:21AM Send 95032857496 0:00 0 Busy
33 2/ 7/2008 8:20:49AM Send 5032857496 0:00 0 No Answer
34 2/ 7/2008 8:22:22AM Send 95032857496 0:42 0 Comm Error 388
35 2/ 7/2008 8:36:OOAM Receive 8479638745 0:31 1 OK
36 2/ 7/2008 8:59:23AM Receive 8479638745 0:37 1 OK
37 2/ 7/2008 9:37:42AM Receive 360 256 9244 0:48 2 OK
38 2/ 7/2008 11:03:13AM Send 19139678842 1:17 1 OK
39 2/ 7/2008 2:42:19PM Send 5036393771 1:47 4 OK
40 2/ 7/2008 2:45:10PM Send 5035988595 2:42 4 OK