11/12/2009 - Minutes Intergovernmental Water Board (IWB)
Meeting Minutes
November 12, 2009
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
Ken Henschel Representing the Tigard Water District
Dick Winn Representing the City of King City
Bill Scheiderich Member At-Large
Members Absent. None
Staff Present: Public Works Director Dennis Koellermeier
Utility Division Manager John Goodrich
IWB Recorder Kathy Mollusky
1. Call to Order, Roll Call and Introductions
Commissioner Carroll called the meeting to order at 5:32 p.m.
2. Approval of Minutes —September 9, 2009
Commissioner Buehner motioned to approve the September 9, 2009 minutes; Commissioner
Winn seconded the motion. The minutes were approved by unanimous vote of the
Commissioners present, with Commissioners Buehner, Carroll, Henschel, Scheiderich and
Winn voting yes.
Commissioner Henschel would like the November 12, 2009, minutes to reflect he
changed his vote to yes on item 6 - Discussion of Possible Methodologies to Calculate
Ownership Interest from the September 9, 2009 meeting.
3. Public Comments: None
4. Water Supply Update
Mr. Goodrich reported we are currently running 3.9 to 4.1 million gallons per day. We have not
yet started injection in our ASR program; we are waiting to see what is happening with Portland
Water Bureau as far as turbidity. This week we have been showing 0.55 to 0.6 turbidity, which is
below our curb so we may start injection as soon as next week. The rain has filled Bull
Mountain Reservoir 18 feet, which helps reduce turbidity. We do not want to inject water into
the aquifer with high turbidity because it could clog the aquifer.
Intergovernmental Water Board Minutes November 12,2009
1
5. Discussion of Draft 1993 Intergovernmental Agreements between Durham and the
City of Tigard, King City and the City of Tigard, and the Tigard Water District and the City
of Tigard — Commissioner Scheiderich
Note: The Board skipped to Item 6, finished the rest of the items, then returned to Item 5.
Pae 1 Opening Paragraph -The opening paragraph intent is to state that what exists is a
wholesale water provider agreement between City of Tigard (COT) and everyone else. This is
not purely a wholesale water provider contract, especially with the ownership of assets, which is
not typically in a wholesale water agreement. There are carryovers from the past agreement
whereby share of ownership was granted in exchange for everyone joining.
Page 1, Recitals - Recitals show what the intent of the agreement were if any legal
disagreement were to occur. It is a bit of prior history that includes the incentive, that everyone
will have a share of the assets. This agreement is unique. It differs from state law regarding
wholesale water supply agreements. It is important to show why we made the agreement the
way we did.
• This agreement gives all parties a shared interest in all assets no matter where the
assets are located. If it were a pure wholesale provider agreement, there would not be
any ownership of assets across political boundaries. Any political act that takes territory
out of one boundary and puts it in a different boundary just divides the assets in the
ground. This agreement describes the system assets that would have to stay with COT
if another city withdrew. At dissolution, the parties could go to the division of assets.
Without paying anything, the withdrawing party would get the local distribution lines, not
transmission lines. For instance, if someone withdrew and did not assign a successor,
Tigard would identify the 72" line as a major water supply line and say it belongs to COT
because it is necessary to the operations. A 6" line running down a street in a particular
City would not be a COT line, COT would have no use for them.
• This agreement values other assets worth as zero. This is unique to this agreement.
The standard for valuing personal property (everything but real estate) is usually
replacement cost less depreciation. Modern agreements typically use the Joint Water
Commission standard when valuing pipeline which is the cost to replace, age, useful life,
and current worth. All parties pledge all assets, wherever they are located, to use for the
common water system.
• COT shall determine all rates and charges. COT is adopting the capital improvement
plan and issuing revenue bonds. If the agreement said we should have consensus or
use a veto approach, this would cause havoc on the issuing department. Commissioner
Carroll states the IWB is more aggressive in raising rates than COT, so this is a non-
issue. IWB is an advisory board that influences COT. The Council historically passed the
IWB recommendations. If a city thought COT was getting too expensive, they could
withdrawal.
• Commissioner Henschel inquired if a city could enact System Development Charges
(SDCs) outside their jurisdiction. Commissioner Scheiderich states the contract
recognizes that the water service provider, COT, runs the capital improvement plan and
spends the money. The 1GA delegates the right to collect SDCs to COT. Everyone
Intergovernmental Water Board Minutes November 12,2009
2
pays the same charges, called meter connection fees. COT collects the flee when
someone connects to the water service. Commissioner Scheiderich will make statement
stronger and clearer that the parties are delegating this responsibility to COT.
Each city has appointed someone to the IWB to make decisions on their behalf. The
agreement delegates all revenue bond financing decisions to Tigard. The federal law
says if COT becomes aware of something that happens to affect their ability to pay back
bonds, they must disclose it. It would be problematic to go a different avenue, like having
revenue bonds issued by individual parties. They would be issued privately based on
each city's credit worthiness. Each city would have to gather signatures and refer to a
vote. That is at least a 90-day process. COT cannot pledge assets, only cash.
Commissioner Scheiderich will cross-reference that COT can pledge all revenue except
the 1% each city receives.
• The served party shall consider any request regarding condemnation by COT. Cities will
declare we need the property, but COT must supply attorneys, appraisers, etc. Host
government cannot unreasonably withhold consent, which means a judge will decide if
the two parties cannot agree. Cities do not want to condemn property.
Page 2, Item 2, Term —Keep the same five-year notice to terminate agreement. Tigard cannot
initiate a withdrawal or termination since they are the provider. The agreement should say
Tigard and all the other parties.
• Five years make sense now, but in the future if there is debt and someone leaves before
the debt is retired, there may be a 15-year hole of debt without the anticipated revenue.
In termination, we could say to follow the model of state law regarding assets and
liabilities. When a city withdrawals, the debt must be paid off, either annually or in a
lump sum. That becomes a debt against assets, a line item on a calculation sheet. COT
will have to run this by the Bond Council to see if they are happy with this approach or if
they want to have some guarantee of cash flow. Commissioner Henschel inquired if
COT would raise rates to cover the bond if this were not available. The interest rate
would be raised if it were not secure. Another problem with this approach would be
fairness. If the system was built big enough for everyone and someone terminates, the
rest of the cities would have to pay for something bigger than they need.
• If something goes wrong in this agreement, the cities have 30-days notice to fix what is
wrong or COT may terminate the agreement. Upon request, COT agrees in good faith
to negotiate a replacement wholesale water provider. Basically, the cities can be a
partner or a client of Tigard.
Pane 2, Item 3, Intergovernmental Water Board —The IWB shall decide the process by which it
seeks a member-at-large. The member-at-large representative shall reside in the district area.
• A member representing a city shall hold a current elected office of that city and must
reside in the service area, rather than be an appointed official. Alternate members have
the same qualifications as regular members.
• After three unexcused absences, the IWB, by majority vote, may ask the Public Works
Director or the Chairman to call the city requesting another member. They will inform
Intergovernmental Water Board Minutes November 12,2009
3
the city that decisions are being made and they are not being represented. An absence
is considered unexcused if the member does not notify the Public Works Director or his
assistant.
• According to the Tigard Water District (TWD), their Board cannot delegate the authority
to vote. Both the TWD and Mr. Koellermeier will have their respective legal council look
into whether TWD can vote without going back to their Board.
• Everyone agrees they require an agenda, minutes, and notification needs to get out to
the press 72-hours in advance.
• IWB members are elected every year. Members may elect other officers if they so
desire.
• All matters requiring a vote shall be enacted by an affirmative vote of three members
present and voting. Affirmative votes count, abstains do not count; however, they still
count as a quorum.. No vote shall be taken on a matter requiring a vote without a
quorum present.
• IWB meetings shall be scheduled monthly. COT staff supports IWB meetings; COT
staff does not support TWD meetings.
• Annually, COT will hold a public meeting during one of the IWB workshop meetings,
inviting Councils from each city to attend.
• Uniform rates - the only difference of rates allowed is different levels of use for
residential, commercial or high elevation surcharges. An advisory vote is required on the
following:
o proposed annual budget
o policy and rules for curtailing consumption on billing methods
o customer account management including meter reading contracts
o unlisted capital improvement projects
o COT's issuance of municipal revenue bonds for water system and
o any and all rules and regulations including water consumption for use of water
• Mandatory votes are binding on Tigard by the parties, member-at-large vote is not
binding. Mandatory votes are required on the following:
o expanding service area service outside of existing service area and service by a
wholesale contract
o municipal revenue bonds for new service area
o contractor partnership with new water provider except a mutual aid or emergency
situation
o valuation of a separate party's ownership share
o sale or purchase of real property and proposal to mortgage part of the system
o assignment sale or conveyance that will transfer another party's rights to any
other person
Intergovernmental Water Board Minutes November 92,2009
4
• The IWB will finish going through the entire IGA, then will submit the IGA to their
respective legal councils. Commissioner Scheiderich will fix things discussed tonight
and send out the changes made within a week. February is the target date for each
respective city's lawyer's comments to be complete. The IWB will have a joint meeting
with Tigard City Council to address any questions or concerns. Tigard's workshop
meetings are the 3r� Tuesday of the month.
The IWB stopped the discussion and will continue next month starting with (7) Ownership.
6. Informational Items
a. Update from Commissioner Buehner on !rake Oswego/City of Tigard Oversight
Committee activities.
• Commissioner Buehner reported the Lake Oswego/City of Tigard Oversight Committee
found someone they want to be the contract program manager, but it formally has to go
to the Lake Oswego Council. The Council is going through a very detailed analysis of
the proposals. The proposals came in with different numbers and assumptions, but all
should be onboard within a month. The award of the contract needs to go to the Lake
Oswego Council, which is scheduled this month, COT just pays the bill.
• The contractor, Brown and Caldwell, should be in place to get started around December
1. The necessary staff has been hired and they have finished the discovery process of
the case. It is appropriate for someone to file a summary judgment motion. Those will
be happening through the end of December. The Administrative Law Judge will rule on
those motions by the end of January. Mr. Koellermeler thinks the hearing date will be
scheduled in early March.
b. Term Expiration for Commissioners Carroll and Scheiderich
• Commissioner Scheiderich will not run again for the member-at-large position.
Commissioner Carroll asked Commissioner Scheiderich if he would be willing to
moderate the discussion regarding the IGA until it is completed. The IWB will take
applications for a new member-at-large, but it is only to the IWB's benefit to keep
Commissioner Scheiderich until we get all the details worked out and complete the final
draft. Commissioner Scheiderich agreed to remain with a three-month maximum
extension. Commissioner Carroll feels it will be completed by then.
• Commissioner Carroll is resigning from Durham City Council the first part of the year. His
intent is to have the Council reappoint him until the agreement is signed. Then he will
resign and Durham City Council will appoint a replacement for him. Commissioner
Carroll will request his proposed replacement attend IWB meetings for few months prior
to his resignation for a smoother transition.
• Mr. Koellermeier inquired if the Board would like us to start advertising for the member-
at-large position while keeping Commissioner Scheiderich on as a consultant. The
Board wants COT to start advertising for the position using the COT volunteer process,
the website, putting notices in each jurisdictions newspapers, the Tigard Times and the
Oregonian.
Intergovernmental Water Board Minutes November 12,2009
5
c. Burnham Street Update
Mr. Koellermeier informed the Board that the COT has finally started the major construction
project, which will rebuild Burnham Street end to end. It will significantly widen and make the
street pedestrian friendly. This is part of the catalyst project for the downtown project and is
anticipated to be an18-month construction project. The orange fence is a visual boundary, the
contractor has one side and the property owner has the other.
7. Non-Agenda Items: Tualatin Valley Water District (TVWD) and COT Water Service
Boundaries
• COT has been in negotiations with TVWD about adjusting boundaries. Mr. Goodrich
stated that in 1973, TWD and Metzger had boundary changes occur because some
customers wanted higher water pressure, wanted to be on Portland water, or did not
want to be on Clackamas water. Through an agreement, they changed isolated valves
and adjusted customer billing, but did not change boundaries due to a revenue bond
they were collecting at that time. Since then, the bonds have been paid.
• Tigard approached TVWD regarding the housekeeping that should take place regarding
property annexed in,the COT. The area is by Hunziker Road down 72nd to Sequoia
Parkway. COT serves this area that is currently in TVWD boundary area.
• On November 17, Mr. Koellermeier is meeting with City Council to discuss if they want to
move forward. If Council does, there will be a public notice. Unfortunately, the only way
to complete this is to do a formal withdrawal of territory. There will be a public hearing on
December 8 and hopefully the City Council will hear comments and will adopt the 1
ordinance. COT bills these customers already.
• There is a little area, called Rolling Hills, which will remain in TVWD territory. COT
would have to do more than we are currently doing to serve this area because TVWD
supplies water to this area and they are not willing to give up this portion. TVWD is
sending a letter to the customers in the Rolling Hills area informing them they may hear
of a boundary change in their area, but it does not affect them.
• COT is legally withdrawing territory from TVWD putting it into COT. Approximately 435
customers are being withdrawn. Nothing is changing for the customers.
• COT does not serve anything past Hwy 1-5. Mr. Koellermeier originally suggested
Highway 217 as a physical boundary, however, TVWD does not want to go there
cooperatively since we would be taking revenue away and we have no reason to start a
non-cooperative withdrawal. This area is within the COT boundary, TVWD serves the
northern 1/3 of Tigard. There is a legal precedence (House Bill 122)for a hostile
takeover. If customers are in the city boundaries and the city can supply water, they can
do a hostile takeover and serve the area. COT has not looked at this area; we would
have to do a cost/benefit analysis. We have a reservoir on Baylor that could serve the
area. Part of a hostile withdrawal process is taking over assets so Titan reservoir, etc.
would go to COT. COT is not interested in pursuing a hostile takeover.
8. Future Agenda Items
• PGE is driven by PGE's timeline.
• We are continuing to work on the Tenancy4n-Common agreements (doing survey work,
getting property descriptions) and checking legal description.
The Board returned to Item 5.
Intergovernmental Water Board Minutes November 12,2009
6
9. Next Meeting:
■ December 9, 2009 at 5:30 p.m.
Tigard Public Works Building, 8777 SW Burnham Street, Tigard, Oregon
10. Adjournment
At 7:17 p.m., Commissioner Winn motioned to adjourn the meeting; Commissioner Carroll
seconded the motion. The meeting was adjourned by unanimous vote of the Commissioners
present, with Commissioners Buehner, Carroll, Henschel, Scheiderich and Winn voting yes.
IWB Chair Kathy Mollusky, 1WB Recorder
Date: - V2, - �0
Intergovernmental Water Board Minutes November 12,2009
7