10/13/2010 - Minutes Intergovernmental Water Board (IWB)
Meeting Minutes
October 13, 2010
Tigard Public Works Building
8777 SW Burnham Street
Tigard, OR 97223
Members Present.
Gretchen Buehner Representing the City of Tigard
Ken Henschel Alternate Representing the Tigard Water District
Keith Jehnke Representing the City of Durham
Dick Winn Representing the City of King City
Mike Stone Member At-Large
Members Absent. None
Staff Present:
John Goodrich Utility Division Manager
Greer Gaston Executive Assistant
Visitors: None
1. Call to Order, Roll Call and Introductions
Commissioner Winn called the meeting to order at 5:30 p.m.
2. Approval of Minutes —September 8, 2010
Commissioner Buehner motioned to approve the September 8, 2010 minutes.
Commissioner Stone seconded the motion. The minutes were approved by unanimous
vote of the Board, with Commissioners Buehner, Henschel, Jehnke, Stone, and Winn
voting yes.
3. Public Comments: None
4. Water Supply Update
Mr. Goodrich reported:
• Water consumption was about 4.6 to 5 million gallons per day.
■ One reservoir continues to be offline for construction, which will be completed next
spring.
• Tigard is operating under its winter contract with the City of Portland.
■ There is about a 24-d2y supply in aquifer storage and recovery wells. Injection will start
in November.
Commissioner Henschel inquired about summer water usage and revenues. Mr. Goodrich said
he would bring that information to the November meeting.
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Commissioner Henschel asked for an update on the pump station at 125th and Bull Mountain
Road. Mr. Goodrich said the contractor was excavating, framing, and pouring concrete, and the
project was on schedule.
5. Water Rate Study and Water SDC Update
Mr. Goodrich distributed a memo from Redoak Consulting dated September 28, 2010. The
memo is on file in the IWB record. He described the memo which summarizes the water
financial plan, an outcome of Tigard's Water Rate Study and Water System Development
Charge (SDC) Update. He reminded the Board of the previous discussions on this topic.
Mr. Goodrich said a 34.5-percent rate increase is needed now to position the City of Tigard for
future bonding. Bonding requirements and strategy were discussed. Mr. Goodrich gave
examples of how rate increases would affect various residents or businesses. The average
household would see an increase from $27.55 to $37.05, or about $10 per month. The City of
Tigard will likely go to monthly billing in January.
Commissioner Henschel inquired about changes in the City of Tigard's electronic routing
address. This affected water customers' automatic transfers. Mr. Goodrich was not aware of any
change and said he would look into the problem.
Mr. Goodrich reported he had met with the Home Builders Association (HBA) recently. There
were no comments regarding the SDC methodology. However, there were requests that SDCs
be phased-in over time.
Mr. Goodrich asked for the Board's:
■ Approval of the water financial plan and summary findings.
• Support for the City of Tigard to proceed with water revenue increases to offset costs
associated with the Lake Oswego-Tigard joint water supply project.
Commissioner Winn asked for clarification on the bonding strategy. Mr. Goodrich explained that
instead of one large bond, the City of Tigard would probably bond three times for smaller
amounts:
■ In 2092 for about $30 million.
■ In 2014 for between $40 and $44 million.
• In 2017 for the remaining funding.
Bond anticipation notes may be used for bonding in earlier years. These notes would allow the
City of Tigard to defer the principal and pay only the interest for the first few years of the note.
Once the Lake Oswego-Tigard project is online in 2017, Tigard will not have to purchase water
from the City of Portland. This will result in a $3.5 million cost savings. Of this amount, about $1
million will go toward operating and maintenance costs for the Lake Oswego water supply. The
remaining $2 million will be combined with water rate revenues and will be used to pay the
interest and principal of the bonds.
Mr. Goodrich also noted that revenues from the bonds must be spent within three years, so this
precludes the use of only one bond since Lake Oswego water supply projects span many years.
Commissioner Buehner added Tigard's finance department expects bond rates to remain flat for
the next five years.
Commissioner Winn noted the rate structure was not included with the memorandum.
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Mr. Goodrich summarized the recommendations:
• Move to monthly billing.
• Establish fixed rate charges that increase with meter size.
• Generate a larger portion of revenues through fixed rates.
• Decrease volume rate to offset fixed charges.
• Move to a tiered rate system.
The monthly rate structure was subsequently distributed to the Board and is on file in the IWB
record. Mr. Goodrich summarized the tables, which extend out to 2015. Commissioner Buehner
suggested extending the rates to 2019 when rate increases end. The Board discussed how to
best present rate increases to the public. Additional suggestions included focusing on the dollar
amount of rate increases, as opposed to the percentage increase, and providing comparisons to
other jurisdictions.
At the request of Commissioner Henschel, a City of Tigard document entitled, "Fact Sheet:
Water Revenue Bonds" was distributed to the Board. This is on file in the IWB record.
Note: Discussion of this agenda item continued under item 7, Non-Agenda Items.
6. Informational Items
a. Update from Commissioner Buehner on Lake Oswego/City of Tigard Oversight
Committee Activities
• Commissioner Buehner reported the cost allocation between Tigard and Lake
Oswego had shifted slightly in Tigard's favor. Initially Tigard's share to develop the
Lake Oswego-Tigard water partnership projects was estimated to be 57.5 percent.
That percentage has decreased to approximately 52 percent, because the
percentage of Lake Oswego's existing infrastructure that can be used in the new
water system has declined. This excludes Tigard's share of the $17.5 million
additional ozone treatment process. Overall Tigard's share of the project is on target.
• The analysis of existing facilities is completed.
• The water intake will be in the same general location along the Clackamas River.
• A preliminary meeting with staff from the City of West Linn went well. Most issues
with neighbors near the treatment plant have been resolved.
• The size of the Waluga Reservoir has been increased. Another Lake Oswego
reservoir on 101h Street is nearing the end of its useful life. The Waluga Reservoir will
need to absorb the capacity of the 101h Street reservoir.
• Permitting will be coordinated among federal, state and other agencies. Filing will
occur late summer or early fall of 2011 and is expected to take a year to process. A
preliminary ruling, in favor of Tigard and Lake Oswego, was issued. The appeal
period will start after the final order is issued. An appeal is anticipated.
• Land use permitting is in the preparation stage. Permitting will be required in
Gladstone, West Linn, Lake Oswego, and Tigard. Final design needs to be 20 to 30
percent complete before entering the permitting phase.
• Commissioner Buehner asked Ms. Gaston to furnish the Board with an updated
memo dated October 2, 2010 from Joel Komarek to the Oversight Committee
regarding "Program Costs --Sponsor Allocations."
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b. Update from Commissioner Winn on West Bull Mountain Technical Advisory
Committee Activities
• Commissioner Winn reported the water provider will not be determined until the
financial and community plan is addressed in the next session. The concept plan will
be ready to go to County Commissioners at the end of October.
7. Non-Agenda Items
Commissioner Henschel inquired why the IWB intergovernmental agreement was not on the
agenda as indicated in the September 8, 2010 minutes. Other Commissioners said the item was
moved due to Mr. Koellermeier's absence. This item is expected to be on the agenda at the next
IWB meeting.
Note: Discussion of agenda item 5, Water Rate Study and Water SDC Update, continued under
this agenda item.
Mr. Goodrich.asked for the Board to make a recommendation to the Tigard City Council.
Commissioner Winn confirmed that the recommendation was related to the Water Rate Study.
Commissioner Buehner motioned that the Board recommend approval of the Water Rate
Study to the Tigard City Council as presented at this meeting.
Commissioner Henschel asked for Mr. Goodrich to confirm his proposed motion. Mr.
Goodrich said he was seeping the IWB's approval of the water financial plan summary
findings and support for the City of Tigard to move forward to increase water revenues to
offset costs associated with the lake Oswego-Tigard joint water supply project.
Commissioner Buehner amended her motion accordingly.
Commissioner Stone seconded the motion. The motion passed by unanimous vote of
the Commissioners present, with Commissioners Buehner, Henschel, Jehnke, Stone, and
Winn voting yes.
Commissioner Buehner said she was now meeting on the Lake Oswego partnership on a
monthly rather than quarterly basis. She will be reporting to the Board about partnership
activities more often.
8. Future Agenda Items
• Future agenda items were not discussed.
9. Next Meeting:
• November 10, 2010 at 5:30 p.m.
Public Warks Building, 8777 SW Burnham St, Tigard, Oregon
10. Adjournment
At 6:51 p.m., Commissioner Stone motioned to adjourn the meeting; Commissioner
Henschel seconded the motion. The meeting was adjourned by unanimous vote of the
Commissioners present, with Commissioners Buehner, Henschel, Jehnke, Stone, and
Winn voting yes.
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Dick Winn, 1WB/Chair Oreer Gaston, iW ecorder
Date: �/ !� �/� Date: //" /U
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