City Council Minutes - 02/28/2017 ' City of Tigard
Joint Tigard/Lake Oswego City Council Meeting Minutes
February 28, 2017
1. BUSINESS MEETING
A. At 6:39 p.m. Mayor Cook called the Joint Tigard and Lake Oswego City Council Meeting to
order.
B. City Recorder Krager called the roll.
Present Absent
Mayor Cook ✓
Councilor Goodhouse ✓
Council President Snider ✓
Councilor Woodard ✓
Councilor Anderson ✓
Mayor Studebaker ✓
Councilor Manz ✓
Councilor O'Neill ✓
Councilor Buck ✓
Councilor Gudman ✓
Councilor Kohlhoff ✓
Councilor LaMotte ✓
Staff Present: City of Tigard: City Manager Wine,Assistant City Manager Newton,City
Attorney Rihala,Public Works Director Rager and Utility Manager Goodrich
City of Lake Oswego: City Attorney Powell and Lake Oswego/Tigard Water Partnership
Project Director Komarek
Also Present: DK Advisory Services Consultant Koellermeier
C. Mayor Cook asked everyone to stand and join him in the Pledge of Allegiance.
D. Call to Council and Staff for Non-Agenda Items
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov Page 1 of 10
2. CONSIDER A COST OF SERVICE RATE STRUCTURE FOR THE LAKE
OSWEGO/TIGARD WATER PARTNERSHIP
Consultant Koellermeier began the discussion by saying the purpose was to update both councils
on the work the Oversight Committee has been doing for the past four months. The issue is how
to equate the cost of running the treatment plant and facility into bills that each of the partner
cities pay. This was identified as a need in the original partnership agreement.
Lake Oswego/Tigard Water Partnership Director Komarek said the action item from the original
2008 agreement was that once construction was complete the partners were to develop an
operations and maintenance rate for water supplied through the new facilities to the cities. A
consultant (FCS Group Inc.) was hired to assist in that effort and they created a spreadsheet
model allowing annual adjustment input reflecting the previous year's consumption and changes in
cost allocations, expenses to operate the plant, and other items. He said the presentation given to
the Oversight Committee is what the councils will hear tonight and his memo to them was
included in the packet for this meeting.
Mr. Komarek gave background saying they started with Lake Oswego's budget for its water
department including the water treatment plant,intake department and some services of their
distribution department that does some of the system maintenance.The third amendment to the
agreement allocates 20/38th capacity to Lake Oswego and 18/38th to Tigard. He said capacity
factors were applied to costs which generated the rate included in the report comprised of an
operating component and a depreciation component. Mr. Komarek said the question is whether to
fund depreciation now or defer it to a future point. Staff's recommendation to the Oversight
Committee, due to significant rate increases to both communities to fund project construction,is
to defer depreciation to a future date determined by the councils.
Mayor Cook noted that in layman terms the depreciation means depreciating the capital assets
already built and funding future facility building. We are already funding some repair and
maintenance in our current rates. If a filter needed to be replaced in seven years that would be
added to repairs and maintenance but a new building is a capital expense. He said even with not
funding depreciation we are still appropriating some repair and maintenance dollars. We funded
this on substantial rate increases for both cities. By not funding this depreciation we are saying
that when the next facility is built 30 years from now, future councils will probably have to raise
rates or come out with their own bond. By funding depreciation there would be cash available in
30 years and while that makes sense he recommends waiting 5-10 years and then figuring out what
resources are available.
Mr. Komarek said Mayor Cook's description of depreciation was on target with one exception:
There are some nearer-term expenditures. Filter media will need to be replaced on a 5-10 year
basis. In addition, the current capacity of the plant on a pumping basis is limited to 32 million
gallons a day and it is believed that in the next ten years or so,respective demands will approach
that amount and an additional pump will be needed in both the river intake pump system as well
as the water treatment plant. These items are identified in the memo and it was suggested that
even if the councils decide to defer depreciation,it is their recommendation that each city begin
setting aside a certain amount of money over the next four years to fund the filter replacement and
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov Page 2 of 10
addition of the pumps. The additional cost to begin prefunding was determined to be six cents
per hundred cubic feet. He noted that each city has experienced having to raise rates to meet
project capital expenses and the ensuing constituent discomfort.
Councilor Woodard asked if a five-year replacement item is considered a major maintenance
issue and what else would fall into that category. Mr. Komarek said he considers filters to be an
ongoing operations and maintenance item. He said in the plant alone there are literally 1,000
pieces and parts, electronic parts,and things that will not last. We asked for a lifespan of 75 years
on concrete and steel but instruments, computers and pumps will wear out or become obsolete.
We are developing an asset maintenance and replacement schedule so we will know when these
things will be due and can be budgeted. Pumps are all custom-built and not off the shelf items.
IJ Councilor Gudman said he was not sure that going down the road setting nothing aside for
depreciation is the way to go. He said,making a distinction between repair and capital equipment,
it struck him that there is some sort of blended rate which could be calculated for setting aside
major capital equipment funding,if not this year, then next year. He has seen too many
organizations fail to do this and then they are left without a choice.
Mayor Studebaker said the Oversight Committee thought it wise to delay starting to pay for
depreciation for five years. Council President Snider said their perspective is that it should be
done and probably soon,but just not right now.
Councilor Gudman said given the number of variables in the timeframe and the softness of the
numbers,if the commitment is there to begin in five years he is completely on board.
Councilor Manz asked Mr. Komarek when the councils will see the asset replacement schedule
because that may help them make a decision. Mr. Komarek replied that the asset maintenance
schedule has been under construction since the beginning of the project and the contractors have
been tasked with listing equipment and serial numbers. When the plant is done there will be a
complete package for all facilities. He said the asset schedules should be in their hands for entry
into the city's computerized maintenance management system in the next four to five months.
Consultant Koellermeier explained that in the meeting packet there was a sheet showing rates with
depreciation added. He said he handed out a sheet earlier tonight that shows the rates without
depreciation. (This sheet has been added to the packet for this meeting.)
Councilor Goodhouse suggested if the depreciation funding will not begin for five years that the
councils chose the rate now so it is known and not a surprise. He said this puts it in the record so
future councils know what our intent was.
Councilor Kohlhoff said when she read in the meeting materials that staff was recommending full
depreciation funding be deferred to a future time she thought that was terrible and agrees with
Councilor Gudman that the councils need to get on with it and not wait five years. She said, "Just
start it now and build up and we're done."
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov Page 3 of 10
Council President Snider said the Oversight Committee had a great deal of discussion on this and
he would support her position wholeheartedly if the generations before him had done that
preparation. He said, "My parents'generation did not plan and a lot of things are burdened on my
generation...I do not want to be paying immediately for stuff that was not saved for before and
also planning to pay also for the stuff my kids need in 75 years. It does not seem equitable." He
added that the Oversight Committee recommended taking action in two to four years,not five.
18 Mayor Cook said it is difficult when we doubled everyone's rates and then raised them again
with a double-digit number and are also planning for a future rate increase. He agreed with
holding the rate for five years.When Tigard elected to buy the extra 4 MGD there were two
options. Tigard could have amortized it over four years and made the rate increases evenly
throughout the whole time or bite the entire 12 percent bullet up front. The Tigard City Council
elected to pay for it all up front. Mayor Cook said he did not vote for that but was fine with it as
long as the same 3.50 percent rate was kept. He said funding depreciation builds someone else's
water plant. He said he understood why that would be done but did not think fully funding it from
day one is the thing to do after doubling the community's water rates. He said waiting four years
from now was important to him but noted that future councils cannot be bound.
Councilor Woodard said he views it from a different perspective saying he retired in 2007 as a
maintenance manager and he looks at it in terms of work type orders in four categories:
preventive, corrective,major maintenance and capital improvements. He said the list of equipment
and maintenance could be itemized by 5, 10 and 15 years to arrive at a bottom line which may
equate to only cents. He said it was important to do this right away. He agreed with putting a
little money in and putting the capital improvements farther away.
Mr. Komarek said they did not break it down by number of components with 5, 10 or 15 year
lives;it was a simple, straight-line depreciation. They looked at what it would cost to replace a pipe
in 75 years, for example. Council President Snider asked if the filter media and pumps are built in
and Mr. Komarek said they were not. Council President Snider said that was not the direction the
Oversight Committee gave. Mayor Cook and Councilor Manz concurred. Mr. Komarek said the
three items were identified as items that need to be replaced within the next decade. He said the
depreciation schedule does not reflect them because they are not assets as they do not exist today.
Filter media replacements are a maintenance item that could be funded with a rate increase or
within the 3.5 rate increase both cities might adopt. In depreciation he is talking about replacing a
structure built of bricks, mortar, steel and concrete.
Councilor Buck said he agreed with Council President Snider,as long as the general maintenance
costs are built into the rate. He said he appreciated Councilor Gudman's comments about being
able to save for major expenses in the future and it would be great if citizens were willing to fund
both,but it is hard to ask citizens to pay for future costs when there are current needs such as
better roads and new schools. He suggested that rate payers do not have the appetite. He asked if
the Oversight Committee can look at phasing it in and giving people time to plan for it. He said
he appreciated Councilor Goodhouse's remarks about giving future councils and citizens an idea
of the increase.
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov I Page 4 of 10
Councilor Manz added that their rate payers have hit their limit at the moment. She said the
councils need to be conscious of the hit on those on fixed incomes and on young people buying
their first homes. She said waiting five years to look at depreciation gives ratepayers breathing
space and it would probably be easier to sell a rate increase at that time.
Councilor Gudman said if everyone sitting around the table now was going to be here in five years
there would be no problem. He said the concern is what institutional mechanism can be put in
place to guarantee that the depreciation starts getting factored into the rates. He asked for a show
of hands from council and staff present who thought they would be here in five years and around
five hands were raised.
10 Mayor Cook asked about putting the rate into an intergovernmental agreement. Councilor
Goodhouse said he would like to take it further and vote on implementing it now so it is set in
place. Council President Snider noted that a future council could choose not to follow it.
Councilor Gudman countered that there is a chance that a unanimous decision around the table
tonight would hold some weight.
Mr. Koellermeier cautioned that the memo talks about developing$1.5 million for pumps and
filter material which would add 7-8 cents but this was not added to the rates. Mayor Cook said it
would be different for each city. Mr. Koellermeier said it would need to be run through the rate
model. Utility Manager Goodrich did some quick calculations and said it would be a minor
adjustment. $1 million put away for a rainy day would cost$3.36 per month per EDU. Mr.
Koellermeier said the amount being considered is $1.5 million over ten years.
Councilor Goodhouse asked if the five-year future amount could be determined now or if staff
need to figure out the numbers. Council President Snider said to let the Oversight Committee
know what council needs to be done and they will make it happen.
Mayor Cook said it has been moved and seconded that the Oversight Committee develop a rate to
include depreciation five years from the start date of July 1,2016. The number arrived at will be
written into the intergovernmental agreements. The councils can discuss phasing in once they
know the number.
Councilor Goodhouse proposed an amendment to the motion to require the Oversight Committee
to create the structure of a 70-year plan to fund depreciation. Councilor Gudman accepted the
friendly amendment. There being no further discussion,Mayor Cook conducted a vote on the
amendment which passed unanimously.
Mayor Cook asked for any discussion on the motion and there was none. He conducted a vote and
the motion passed unanimously.
In response to a question from Mayor Cook about staff's recommendation about when the 7 or 8
cents could go into effect,Mr. Komarek said it could be included in the rate beginning July 1.
Council President Snider clarified with staff what their preference was and Mr. Koellermeier said
putting it in the rate guarantees it is in place.
JOINT TIGARDJ AKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov I Page 5 of 10
M
I
Mayor Studebaker asked for clarification on what amount would be charged. Utility Manager
Goodrich said the confusion is that they are talking about CCF but if people use ten units,it is 70
cents. Council President Snider said this is the wholesale amount the cities are charging
themselves,it is not what individuals or businesses would be charged. Mayor Cook said each city
will need to look at their budgets because part of this amount may be already built in.
Councilor Goodhouse motioned to approve the prefunding of known near-term maintenance and
capital improvements. Councilor Kohlhoff seconded the motion. The motion passed
unanimously.
3. DISCUSSION OF FUTURE GOVERNANCE OF JOINT WATER FACILITIES
Mayor Studebaker said the question is whether to continue with the way the water plant is being
managed now with Lake Oswego water staff or form a new governing water board. He said
continuing the current way would maintain the Oversight Committee and the current water
department employees working the way they are now. Under a new water board the employees
would probably remain the same but the board would be comprised of two mayors and probably
two councilors and two community member in equal numbers from each city. He spoke about
impacts to a change in governance and said his understanding is that present water facility staff
like the way it is currently.They are unionized and see benefits to that. He noted that they could
also unionize under separate water board governance.
19 Council President Snider gave some perspective from Tigard's council and said the joint
goals should be to set up a system of governance and oversight that can effectively and fairly stand
the test of time and unknown stresses our system could face in the future. We need to ensure
financial equity and true,joint decision making in a structure that will work over a 50-70 year
lifespan.A system needs to be set up that will work effectively to solve problems over a very long
period to maintain a certainty of supply for our residents not dependent on politics and that is
clear and transparent. He noted that Tigard councilors frequently get asked by citizens, "Why did
you buy Lake Oswego a water system?" He said he did not mean to offend anyone but there are
things Tigard has learned from experience over the partnership period that lead to different
thoughts than were held in the beginning of the project, such as the political uncertainty in the
November 2012 elections. There were questions about whether the project was even going to
move forward and this was very concerning to Tigard. He said at different points in time,
decisions were made by the managing partner entity that felt unilateral and not very partner-like.
He said a system needs to be set up that will be effective for 100 years. For these reasons Tigard
proposes that a separate entity be created using ORS 190 language to create an IGA that would
specifically operate the water supply system. He said Tigard is not suggesting that an entity be
created that takes full responsibility for all water delivery;it would be limited to the system that
supplies water as a wholesaler to the two cities for distribution.
Councilor Goodhouse commented that the project title includes the word"partnership." Both
communities have invested in it and right in the logo it says "sharing water" and"connecting
communities." He said the best way to do that is have a joint board so both communities have a
say,like what occurred with the funding discussion tonight. Residents have taken a hard hit on
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov I Page 6 of 10
i
their water bills and it was always sold to them that this would be something they would own.
That was disingenuous to say if it turns out they really do not have a seat at the table with equal
input from each community.
Councilor Buck said he appreciated Tigard's perspective and even if the assets of the water
partnership are currently half owned by Lake Oswego and half owned by Tigard,he understands
that it is a difficult perception for Tigard ratepayers to realize that it is equal. He said details will
have to be worked out but given that the cost of a separate water board is no more than the
current arrangement, he is supportive of the general idea of creating a separate board.
Mayor Studebaker said he appreciated the input but this was not something we are going to decide
tonight. Mayor Cook agreed and said the intent was to allow councilors to have their say and hear
each other's comments.
Councilor Gudman said he got questions from citizens who asked, "Why partner with Tigard;we
don't need them," so Lake Oswego also heard comments from residents. He said the 2012 unrest
was unfortunate for the partnership but now that the project is fully constructed, the chances of it
being deconstructed are small. He asked what the fundamental difference would be between the
present governance method and a new one. There are two people from Tigard on the Oversight
Committee and three from Lake Oswego which he felt was a difference without a distinction.
Council President Snider commented that Tigard is not just thinking of construction-related issues
but the effects of things we don't want to think of,but which may happen over the next 70-100
years, such as a massive depression,water curtailment that is 50-70 percent of the supply, or Mt.
Hood blowing up and contaminating the Clackamas River. He said to think about these things
where the entity has the assets in their name and the future council is not altruistic. Think about
those scenarios with none of the current partners involved. He added that the Oversight
Committee is an advisory body that cannot make decisions and does not have direct control.
Councilor Woodard said a governing board and an oversight committee are similar but one has
more of a voice. He likened a governance board to the Intergovernmental Water Board (IWB)
and said issues are being resolved and he understands their need to feel like a partner. He said
Tigard wants to be partners with Lake Oswego and has "a lot of skin in the game."
Councilor Kohlhoff expressed uneasiness about turning over that much power to a small group.
She noted that if the group consists of two mayors (and who is the mayor is a political issue), and
two people from each city, there are six people and that is terrible. She asked, "What happens
when there is conflict?"
Mayor Cook suggested looking at the South Fork Water Board which is a conglomeration of
different entities but has an even number of people serving. It is that way for a reason. The idea
of having the same number from each city is that no one city can control it. It takes having
someone swing over from the other side. Everything stays the same unless the two cities can
figure something out and create a change.
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov I Page 7 of 10
Council President Snider addressed Councilor Kohlhoff's concern about concentration of power.
In the case where she feels that her council representative is not cool-headed or making good
decisions or does not represent her well, a majority vote of council could remove that
representative. He said, "If it is not going the way it should be going,you can act on that."
Mayor Studebaker said, "These are our water rights and that is not going to change. The
agreement we have right now has covered most every situation and it looks to him that it would
cover anything else that would come up too. I understand the perception problems you have with
your folks but as Councilor Gudman said,we've had some of the same kinds of things." You paid
more because you were buying our system. It is not like it was not fair for Tigard. He said he did
not see the need to change the way it is going on right now but will talk about it, taking heavy
consideration of what Tigard is saying and what the impressions are.
Councilor Manz said she appreciated hearing the perspective from Tigard council. She said the
Lake Oswego City Council needs to have further discussions. She said, "Your opinions are quite
well formed,"but she thought that especially with a need to bring new councilors up to speed and
one member unable to attend tonight they should go back and discuss it.
At 7:53 p.m. Mayor Cook thanked the Lake Oswego Council and staff for coming to Tigard for
the joint meeting. He said there would be a brief recess and then Tigard would continue the
meeting with some routine items. Lake Oswego City Council and staff left the meeting.
4. CONSENT AGENDA: (Tigard City Council&Local Contract Review Board)—
A. APPROVE CITY COUNCIL MEETING MINUTES
• January 10,2017
• January 17,2017
B. CONSIDER ENTERPRISE LICENSE AGREEMENT FOR CITY'S GIS SYSTEM
C. CONSIDER A RESOLUTION RECOMMENDING RESTORING RECREATIONAL
IMMUNITY RIGHTS
RESOLUTION NO. 17-12-A RESOLUTION RECOMMENDING
RESTORING RECREATIONAL IMMUNITY RIGHTS
Councilor Goodhouse moved to approve the Consent Agenda and Council President Snider
seconded the motion. The motion passed unanimously.
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov Page 8 of 10
Yes No
Mayor Cook ✓
Councilor Goodhouse ✓
Council President Snider ✓
Councilor Woodard ✓
Councilor Anderson ✓
5. NON AGENDA ITEMS—Held after Agenda Item No. 6.
STUDY SESSION—Mayor Cook announced at 8:05 p.m. that the Tigard City Council would go into the
Red Rock Creek Conference Room for a Study Session. He said the public was welcome to attend.
6. COMMUNITY EVENT GRANT APPLICATION REVIEW AND RECOMMENDATIONS
Finance and Information Services Director LaFrance and Confidential Executive Assistant Lutz
introduced this discussion. One-half of one percent of the current year operating budget is reserved
for social service and community event grants. There is $305,000 to be divided between the two
areas and 30 percent of that amount, or$91,500,is available for community event grants. The Social
Services Subcomittee of the Budget Committee (on which Councilor Woodard serves) is meeting
this Thursday from 1-9 p.m. to hear social service proposals.
Three set asides are legislated by resolution:Tigard 4th of July Celebration,Broadway Rose Theater
and the Tigard Festival of Balloons. There were more requests than there was funding. Fifteen
written requests were received by the deadline this year.
Mayor Cook proposed starting with the same amounts given last year and discussing new event
requests separately. Council consensus was that the Access to Vision Care for Tigard Residents
request is not an event and would more appropriately be considered a social service. Council
directed staff to let them know they should do this next year since that deadline for social services
was missed for FY 2018.
The Foundation for the Tigard Breakfast Rotary Club is asking for funding for a K9-5K Run/Walk
Doggie Dash to benefit the Police Department police dog program. Mayor Cook noted it is a
worthy cause and he likes the fund raiser but the city already funds the Police Department so this is
for something already in our budget. He suggested if there are extra funds they be applied to Tigard
events.
Mayor Cook noted that both farmers markets doubled their requests. Councilor Woodard said he
did not know why there were two farmers markets and suggested either having one pot for farmers
markets and splitting it down the middle, or combining the two. Councilor Goodhouse suggested
putting money towards only the Tigard downtown market since it promotes events in the
downtown. A discussion was held on the two farmers markets and noted that the Bull Mountain
farmers market might consider moving their facilities downtown if we were to offer the public
works yard for them. City Manager Wine commented that when city representatives went to
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.dgard-or.gov I Page 9 of 10
Washington DC to lobby for farmers market funding they were told that changing locations is a
major disruption to a market. It was decided that it was too late this year to approach them about
this summer season. Finance and Information Services Director LaFrance, City Manager Wine and
Mayor Cook will discuss this and talk to both markets in September.
Councilor Goodhouse asked about adding part of the remaining funds to increase support for the
Tigard Downtown Alliance bringing events into the downtown. He suggested their extra request of
$5,750 had strings attached and is only to be used for a new downtown event. The remaining$430
will be given to Tigard 4`'' of July Celebration.
7. NON AGENDA ITEMS - Councilor Goodhouse requested a brief discussion of the joint meeting
on governance. Council felt it was a good discussion and that it may have been eye-opening for
some Lake Oswego council members to hear Tigard's perspective. Mayor Cook asked how water
will be allocated in a curtailment. City Manager Wine said that has never been faced previously but
it is the feeling at the staff level that Lake Oswego believes they would be first in line in a
curtailment situation.
Councilor Anderson asked why governance was not laid out in the original agreement. City
Manager Wine said Tigard and Lake Oswego entered into a contract for the purpose of building a
facility together. It envisioned that once construction was complete the entities would provide for
the long term management and operation. It was deliberately separated knowing that the world
would have changed by the time the plant was online. Councilor Anderson said that needs to be
emphasized. Mayor Cook said this must be decided by June 30,2018. City Manager Wine pointed
out that the Lake Oswego Council was outside their jurisdiction tonight and so they cannot vote or
make decisions.
8. EXECUTIVE SESSION None.
9. ADJOURNMENT
At 8:55 p.m. Council President Snider moved for adjournment and Councilor Goodhouse seconded
the motion. Mayor Cook conducted a vote and the motion passed unanimously.
Yes No
Mayor Cook ✓
Councilor Goodhouse ✓
Council President Snider ✓
Councilor Woodard ✓
Councilor Anderson ✓
Carol A. Krager, Ci Recorder
At st:
�v i
Johok,Mayor
61AVF,e�l �2�K 1441 '7
Date
JOINT TIGARD/LAKE OSWEGO CITY COUNCIL MEETING MINUTES—February 28,2017
City of Tigard 1 13125 SW Hall Blvd.,Tigard, OR 97223 www.tigard-or.gov I Page 10 of 10