HomeMy WebLinkAboutAgenda Packet - 2010-10-11 SpecialLAKE OSWEGO
Centennial 1910-2010
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AGENDA
CITY COUNCIL SPECIAL MEETING
Monday, October 11, 2010
4:00 p.m.
Santiam Room, West End Building,
4010 Kruse Way
Robyn Christie, City Recorder
rchristie@ci.oswego.or.us
503-675-3984
CITY OF LAKE OSWEGO
380 A Avenue
PO Box 369
Lake Oswego, OR 97034
503-675-3984
www.ci.oswego.or.us
Also published on the internet at:
www.ci.oswego.or.us
The meeting location is accessible to persons with disabilities. To request accommodations, please contact
the City Recorder's Office at 503-635-0236, 48 hours before the meeting.
Page #
1. CALL TO ORDER
2. ROLL CALL
3. STUDY SESSION
3.1 Water Partnership Update (program/project costs, partner allocations and
estimated rate impacts) (1 hour)
3.2 Policy on Media in Executive Sessions (1 hour)
3.3 Discussion on High Speed Rail (30 minutes)
4. ADJOURNMENT
Jack Hoffman, Mayor ■ Roger Hennagin, Councilor ■ Donna Jordan, Councilor
Dan Vizzini, Councilor ■ Sally Moncrieff, Councilor ■ Mary Olson, Councilor ■ Bill Tierney, Councilor
LAKE OSWEGO
Centennial 1910-2010
COUNCIL REPORT
3./
CITY OF LAKE OSWEGO
380 A Avenue
PO Box 369
Lake Oswego, OR 97034
503-675-3984
www.ci.oswego.or.us
TO: Jack Hoffman, Mayor
Members of the City Council
Alex D. McIntyre, City Manager
FROM: Joel B. Komarek, P.E., Project Director — Lake Oswego -Tigard Water Supply Partnership
SUBJECT: Study Session - Project Definition Update
DATE: October 6, 2010
ACTION
Receive update on findings from project definition phase and provide direction to staff on preference for
supply options to be incorporated into the future Supply Facilities Capital Improvement Plan (SFCIP).
INTRODUCTION/BACKGROUND
This report and staff presentation will provide updated information to the Council that:
• Confirms the need for improvements to Lake Oswego's water supply infrastructure;
• Demonstrates that tangible benefits accrue to Lake Oswego when the cost of these capital
improvements are shared with Tigard;
• Identifies capital facilities proposed for construction with the Initial Expansion; and
• Presents updated program cost estimates and allocation of those costs to the partner cities.
The Lake Oswego Water System
Most of us remember the late Carl Sagan and the emphasis he placed on the letter "B" when discussing our
solar system and its "Billions" of stars. We're also familiar with the McDonald's slogan "Over (insert
number) Billion Sold" A review of Lake Oswego's historic plant production data reveals that since 1972, the
City's water supply system has annually diverted, pumped, treated and stored water volumes exceeding 1
billion gallons of water. Last year production amounted to more than 2 billion gallons. Now imagine, if you
can, your personal automobile with an odometer reading of 1 billion miles. Would it still be as reliable, safe
and efficient as the day it was purchased - of course not.
Metaphorically, Lake Oswego's water supply "car" was purchased in 1967-68 with a generous grant from
the federal government paying most of the cost. Since then, it has been regularly maintained and worn out
parts replaced, when needed. This has allowed generations of Lake Oswegan's to get high mileage out of
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their water system and enjoy "on -demand" access to high quality water for public health and sanitation,
recreation, fire fighting and economic development. The cost of this precious, irreplaceable resource
remains very inexpensive relative to the cost of bottled water, soda or that morning latte. However,
despite regular maintenance, replacement of worn parts and vigilant operation, current building codes,
drinking water regulations, public health concerns, obsolescence, lack of replacement parts and water
supply "mileage" in excess of 90 billion gallons of water treated, critical elements of our water supply "car"
have simply worn out and must be replaced.
DISCUSSION
The cities of Lake Oswego and Tigard ("Program Sponsors") entered into the partnership agreement in
August 2008 after completion of multi-year engineering and financial study which demonstrated that the
current and future water supply objectives of each community would be best served by partnering to
expand Lake Oswego's water supply system rather than attempt to achieve their respective water supply
goals separately 1. For review, Lake Oswego's water supply objectives include:
• Preserving access to its high quality source of drinking water — the Clackamas River, through
additional development and beneficial use of this source;
• Continuing to own and operate a municipal water supply system for the benefit of its current and
future residents;
• Renewal, replacement and expansion of its water supply system to assure current and future
residents access to an adequate, reliable supply of water; and
• Achieving its water supply goals while keeping water rates affordable by spreading capital and
operating costs over a much larger ratepayer base.
Beginning in February 2010, after the selection of Brown and Caldwell as Program Manager with additional
responsibilities to manage environmental permit acquisition and construction management, a "project
definition" phase was begun. The purpose of this effort was to: 1) more comprehensively evaluate the
condition of water supply assets owned by Lake Oswego; 2) confirm the validity of earlier assumptions
made in the Carollo report relating to the suitability of existing assets for continued long term use by the
partners; 3) update program cost estimates developed earlier by Carollo (based upon improved
understanding of asset conditions, program sponsor performance requirements and applicable federal,
state and local codes and regulations), and 4) confirm or refute the Carollo study findings concerning the
benefits of partnering.
Project Definition Findings
A team of architects, engineers (structural, mechanical, electrical) and City program staff has completed the
bulk of field investigations and analysis of field collected data concerning the existing conditions of Lake
Oswego's water supply infrastructure. A summary of findings for each system element follows:
A "no -expansion" alternative was not evaluated as part of the Carollo study because such an alternative would not meet any of
the City's water supply objectives.
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River Intake Pump Station (RIPS)
This 42 -year old facility suffers from a variety of ills that must be corrected regardless of the partnership.
Deficiencies include:
• Electrical service, motor control switchgear and circuit breakers are old, worn, unreliable and
replacement parts are difficult to find;
• Electrical equipment and wiring is not properly sized to meet modern electrical codes and therefore
is prone to excessive heat build-up;
• Inadequate ventilation to keep temperatures inside the pump station from exceeding the pump
motor manufacturers limits. Exceeding these limits damages motor windings and causes thermal
sensors inside the windings to shut pump motors off;
• Pump motor sizes are mismatched relative to each other and to finished water pumps at the water
treatment plant (WTP). This creates operational difficulties at the WTP when RIPS pumping rates
cannot be adjusted to match WTP treatment and pumping rates. With the largest pump out of
service, supply is reduced by 25%;
• The structure is seismically vulnerable;
• The concrete foundation is deteriorating due to a phenomenon known as Alkali -Silica -Reactivity or
"ASR". This condition causes the concrete to lose durability and strength. It is unrepairable.
Remediation options either reduce pumping capacity or require structure replacement; and
• Water pumping equipment and high voltage electrical equipment are located in close proximity to
each other. Clearances between pumps and electrical equipment present hazards to maintenance
personnel. Lack of separation between electrical equipment and water pumps also presents
hazards to workers.
Raw Water Pipeline
This 42 -year old, steel pipeline is about 14,000 feet long and connects the RIPS to the WTP. Approximately
2,500 feet of the pipeline is buried in the sediment of the Willamette River between Meldrum Bar Park and
Mary S. Young Park. The pipeline is not sized properly to efficiently convey water demands in excess of 13
million gallons per day (mgd). An internal inspection of this submerged pipeline was conducted in August.
No leakage was discerned and the interior coating of the steel pipe appears intact. It is not possible to
inspect the exterior condition of the pipe. Seismic vulnerability studies conducted for the City in 1995 on
its critical water and sewer infrastructure suggest this pipeline is vulnerable to seismic forces thought to be
likely to occur in the Portland metropolitan region. Failure of this pipeline for any reason would
immediately disrupt the City's entire supply of water from the Clackamas River. Repair would be difficult,
costly and slow. Our existing intertie with the City of West Linn could restore some level of supply to Lake
Oswego depending on the time of season. Summer supply from West Linn is limited to approximately 2
mgd (about 50% of our current winter demand). This assumes West Linn's transmission main (crossing the
1-205 Bridge) remains intact and operable during the same seismic event.
Water Treatment Plant
This 42 -year old facility was originally sized to treat 10.8 mgd. In 1980, the plant was expanded to its
present day capacity of 16 mgd. Over the last decade peak day demands over the peak season have
approached or periodically exceeded 16 mgd. Water from storage reservoirs makes up the difference.
During these episodes, the WTP operates 2417 to refill reservoirs overnight in anticipation of similar
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conditions the next day. A few of the more critical deficiencies identified at this facility include:
• Electrical service, motor control switchgear and circuit breakers are old, worn, unreliable and
replacement parts are difficult to find in part because manufacturers no longer make replacement
parts;
• Wiring is undersized for current codes and brittle due to age and excessive heat build-up;
• Pump motor sizes are mismatched relative to each other. This creates operational difficulties at the
WTP particularly during the summer when water demands vary widely between early morning and
evening hours and mid-day;
• All four pumps cannot operate simultaneously. Summer demands are most efficiently met using
the three smaller pumps. With one of these pumps out of service, supply is reduced by 25%;
• The finished water clearwell is undersized to meet regulatory finished water quality standards.
Plant operators must drink bottled water. Seasonal changes in flow rates and water temperature
exacerbate this condition and require plant staff to modify treatment processes to maintain
compliance with public health regulations; and
• The direct filtration process currently in use at the plant requires constant vigilance by operators
during changing raw water conditions to consistently produce high quality water. Combined with
the undersized clearwell, plant staff must dose the water with chlorine ahead of the filters to assure
chlorine contact times are achieved. This practice increases disinfection by-product (DBP) formation
potential in the City's distribution system. DBP's are known carcinogens and are regulated by EPA.
Although the City has not violated any DBP regulation, public health experts believe compliance
standards will become more stringent. Abandoning direct filtration in favor of conventional
filtration and expanding clearwell capacity will adequately address these challenges. The addition
of Ozone, as recommended by water treatment and public health experts and the City's own
citizens sounding board will further reduce DBP formation potential, improve taste and appearance,
and provide an additional barrier to emerging contaminants including personal care products,
viruses and microbial contaminants.
Finished Water Pipeline
The finished water pipeline is comprised of steel and ductile iron segments totaling about 35,000 feet in
length. A 24 -inch steel pipeline leaves the WTP and transitions to ductile iron at George Rodgers Park_
From there the pipeline travels across Lakewood Bay to North Shore Road and to Iron Mountain Blvd. at
Mulligan Lane. At that point, the 24 -inch pipe bi-furcates into 24 -inch and 18 -inch ductile iron pipes that
terminate at the City's Waluga Reservoir in east Waluga Park. The 24 -inch pipeline starting at Mulligan
Lane was constructed in 1983. The 24 -inch pipeline from the WTP to Mulligan Lane was constructed in
1968-69 as was the 18 -inch pipe from Mulligan lane to the Waluga Reservoir. The ductile iron pipes have
been inspected internally and externally and found to be in remarkably good condition, free of leaks and
significant corrosion. The 24 -inch steel pipe between the WTP and GR Park has a history of leaks and failed
joints and is undersized to efficiently convey flows in excess of 10 mgd. At current peak season flow rates
water velocity is excessive requiring more pumping energy and increasing risk of damaging water hammer.
Waluga Reservoir
The existing 4 -million gallon (mg) Waluga Reservoir was constructed in 1983 and provides storage for peak
hour demands, fire suppression and emergencies. It is one of three reservoirs that provide storage to the
Waluga/Southside/10th Street service level. This service level is the largest of all zones within the city
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serving properties at elevations ranging from 240 -feet and down to the foothills waterfront. The City's
2001 Water Master Plan (WMP) identifies a storage deficiency in this zone of about 1.7mg currently and
2mg at buildout. Under episodic demand conditions, the existing reservoir is not tall enough to provide
minimum desired water service pressures to customers living in proximity to this tank. A second Waluga
Reservoir constructed adjacent to the existing tank on property purchased by the City is proposed to
eliminate current and future storage deficiencies, replace storage currently contained by the 85 -year old
10th Street tank, and improve service pressure. A new 40 -foot tall tank with a volume of 3.5mg is
recommended to be constructed adjacent to the existing 4mg tank. Without Tigard as a partner, this
volume is reduced to 2.Omg.
Program Cost Update and Allocations
Based on the improved understanding of the condition of Lake Oswego's existing water supply assets, the
recommendations of the treatment technology panel, the sponsors' performance requirements, and the
inclusion of cost allowances for construction contingency and mitigation, program costs are now estimated
to range from a low of $196M to a high of $281M with the figure $230M considered to represent a
midpoint of the range. With Ozone treatment, cost allocations between Lake Oswego and Tigard are
46.5% and 53.5% respectively.
A downsized program (Scenario A) that would only serve Lake Oswego's needs and therefore, only be for
the benefit of, and funded by, Lake Oswego water customers was recently analyzed and determined to be
from $66 million to $72 million more than Lake Oswego's share of the partnership. The two new
alternatives (Scenarios B and C) are also Lake Oswego "go -it -alone" scenarios but defer as much of the
required upgrades for as long as possible. These scenarios are summarized as follows:
Scenario A — 24 mgd capacity upgrade complete in 2015
Scenario B — 21 mgd capacity upgrade (assumes 10% conservation) complete in 2025
Scenario C —18 mgd capacity upgrade (assumes 25% conservation) complete in 2035
All three of these scenarios, by definition, result in the dissolution of the IGA and partnership with Tigard.
Therefore, all capital, 0&M, and replacement costs would be Lake Oswego's sole responsibility, with the
opportunity lost for realizing the benefits of economy of scale with a partner. In addition, it is assumed
Tigard would be due a refund of $6.2 M for their share of program costs to date, including buy -in costs
specified by the IGA.
For Scenarios B and C, capacity to accommodate future growth depends on the success of conservation
efforts. Should conservation goals not be reached under these alternatives, curtailment, service level cuts
during peak demand days, and growth moratoriums could be needed. A discussion of conservation
follows.
Conservation
Conservation will play a critical role in the certainty and security of our water supply with or without Tigard
as a partner. The cities recognize this and through the IGA the parties commit to the use of water without
waste pursuant to their respective approved water management and conservation plans. The Carollo
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report2 evaluated the effects of conservation on the sizing and timing of capital facilities. Reductions in
Lake Oswego's annual per capita water demand over a period of 11 -years of 5%, 10% and 25% were
assumed to be possible based on an evaluation of Tigard's historical conservation efforts. If these levels
could be achieved they would effectively result in estimated build -out demands for LO of 23mgd, 21mgd
and 18mgd. Achieving the most aggressive conservation savings still exceeds LO's current treatment
capacity by 2mgd. The scope of the Carollo report did not include an evaluation of the programs and costs
associated with such programs to achieve these levels of conservation savings. A review of water
conservation statistics for other municipal providers is provided in the table below:
Provider Name
Percent reduction over
time period
Time period
Annual Program Costs
City of Portland
8.7% (published)
2001 to 2007
N/A
City of Seattle
5.7% (published)
2000 to 2006
$3,119,000 (2006
budget )3
City of Everett
3% (goal)
2007-2012
$600,000
City of Tacoma
10% (goal)
2000-2010
$930,000
City of Lake Oswego
5% (goal)
2006-2017
$150,000 (est)
Each of the above municipalities utilizes a suite of programs and practices to achieve conservation goals. A
sample of these programs includes:
• Conservation pricing (tiered, peak season or including pumping surcharges);
• Toilet/urinal rebates (residential and commercial);
• High efficiency clothes washer rebates;
• Public education;
• Water audits for residential/commercial customers;
• Give aways: (hose nozzles, faucet aerators, hose timers, toilet tank bags and dye tablets);
• Restaurant high efficiency spray rinse nozzles (except LO);
• Rain Sensors (Only LO); and
• System -wide metering, leak detection and meter testing and replacement.
Research of conservation programs in west coast cities reveals that:
• Moderately aggressive reduction goals (i.e., 1% per year in annual per capita consumption) appear
to be the norm;
• More aggressive conservation goals require all of the above listed programs and mandatory
measures including site specific water budgets, limits on turf area, retrofit of existing plumbing
fixtures with high efficiency fixtures;
• More aggressive conservation goals require significant resources in staff for program development,
administration, data collection and analysis, enforcement and record keeping;
• More aggressive conservation programs requires the community to embrace and accept
enforcement to assure compliance with water conservation codes and ordinances;
,City of Lake Oswego and Tigard Water Service Area, Joint Water Supply System Analysis", Carollo Engineers, July 2007; See
Chapter 4.
' Seattle's "1 percent per year" campaign began in 2000. The goal is to reduce annual per capita consumption by 10 percent
over a decade. Published savings slightly lag goal for period of analysis.
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• At some point, the marginal cost to achieve the next increment of conservation savings becomes
more expensive than developing new supply; and
• Conservation success has unintended consequences of reducing near-term utility revenues that can
negatively affect renewal and replacement program funding levels, debt capacity and operating
costs.
ALTERNATIVES & FISCAL IMPACT
Staff will present further details on all supply scenarios and related fiscal impacts during the study session
and seek Council's direction as to a preferred supply scenario to bring back to Council in the form of a
Supply Facilities Capital Improvement Plan for adoption in December.
Reviewed by:
s
ep ment irector
Alex D. Mdlntyre
City Mange
LAKE OSWEGO
Centennial 1910-2010
. -1 fA � ,
COUNCIL REPORT
TO: Jack Hoffman, Mayor
Members of the City Council
Alex D. McIntyre, City Manager
FROM: David Powell, City AttorneyAp
SUBJECT: Study Session — Model Policy on Media in Executive Sessions
DATE: October 6, 2010
ACTION
,3.2 -
CITY
2.
CITY OF LAKE OSWEGO
380 A Avenue
PO Box 369
Lake Oswego, OR 97034
503-675-3984
www.ci.oswego.or.us
The City Council is asked to review the attached model policy on news media attendance at executive
sessions, and to direct whether a similar policy should be prepared and presented for consideration at a
regular City Council meeting.
INTRODUCTION/BACKGROUND
In the summer of 2008, a person identifying himself as the operator of a political "blog" asked to attend an
executive session of the Lake Oswego City Council, contending that he qualified as a representative of the
news media. The City Council concluded that he was not eligible to attend. The incident, which received a
fair amount of attention, underscored the uncertainties that result from the absence of a definition of
"news media" in state public meetings law — especially in light of the evolution of communications
technologies. The ensuing debate led to the formation of a Media/Government Task Force to examine this
issue. The task force eventually reached consensus on a model policy for determining who qualifies to
attend executive sessions as a news media representatives.
The purpose of the October 11, 2010 study session is to review public meetings law as it applies to media in
executive sessions, to review the model policy drafted by the task force, and to request Council direction as
to whether a similar policy should be prepared for consideration and adoption.
1. Executive Sessions — News Media Attendance
Oregon Public Meetings Law (ORS 192.610 et seq.) requires that the public be allowed to attend the
meetings of governing bodies. The law also recognizes that there is a public interest in allowing governing
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bodies to deliberate in executive sessions (closed to the public) in certain limited circumstances. ORS
192.660 authorizes executive sessions for reasons such as consulting with legal counsel regarding litigation,
deliberating with persons designated to conduct labor or real property negotiations, considering
information or records that are exempt by law from public inspection, or considering the dismissal or
discharge of a public officer. Any final decision or final action must occur in an open session.
Most other states also allow executive sessions. However, Oregon law is unique in requiring that
representatives of the news media be allowed to attend executive sessions. ORS 192.660(4) provides as
follows:
Representatives of the news media shall be allowed to attend executive sessions other than
those held under subsection (2)(d) of this section relating to labor negotiations or executive
session held pursuant to ORS 332.061(2)1 but the governing body may require that specified
information be undisclosed.
Oregon Public Meetings Law does not define "news media." Furthermore the law is silent as to how the
governing body can "require" media not to disclose information from an executive session. There is no
statutory penalty, remedy or other mechanism for enforcing the non -disclosure requirement.
This unusual Oregon arrangement was created in the 1970s, when news reporting was primarily limited to
what might now be called "traditional" news media: newspapers, television and radio. Because these
entities tended to be institutionalized and accountable, few problems arose despite the absence of
enforcement tools. These traditional news media were motivated to honor the non -disclosure
requirements because they had an ongoing stake in preserving the extraordinary opportunity given to
them by the Oregon law.2
Legislators enacted this unique media attendance provision so that the media could perform a "watchdog"
role — helping to ensue that governing bodies refrain from secretly conducting business that should occur in
public. The law also reflected what had been a practice in some jurisdictions to allow local media to attend
certain closed sessions to obtain background information.
In more recent times, advances in communication technology allow almost anyone to instantly and
inexpensively communicate with thousands of others — including dissemination of "news." Yet, because
any member of the public can readily communicate in this manner, and because executive sessions are to
be closed to the public but not to news media, the term "news media" as used in ORS 192.660(4) should
not be read as including any person who chooses to share "news" with others. Importantly, the person
may not have a stake in compliance with non -disclosure requirements similar to that of the news media
that existed when the public meeting statutes were enacted. On the other hand, nothing in the language of
ORS 192.660(4) justifies limiting executive session attendance to traditional news sources.
The widespread availability of new communication technologies increases the likelihood of a governing
1 ORS 332.061 relates to executive sessions for certain school expulsion hearings or for matters pertaining to confidential
student medical records.
2 The Oregon Attorney General has noted that "[u]ltimately, 'enforcement' of the nondisclosure requirement depends upon
cooperation between public officials and the media. This cooperation advances the purposes of both government and the news
media."Par. II.E.4, Public Records and Meetings Manual, 2010.
Page 3
body finding itself having to decide on the spot, with no statutory guidance, whether an "uncredentialed"
person asking to attend an executive session qualifies as a "representative of the news media"
2. 1979 Attorney General Opinion
There are no Oregon appellate court decisions addressing the meaning of "news media" as that term is
used in ORS 192.660(4). However, some helpful guidelines can be found in a 1979 Attorney General
Opinion that addressed whether public meetings law entitled a high school newspaper reporter to attend a
school board executive session. 39 Op Atty Gen 600 (1979).
The opinion accepted a definition of "news" as "'a report of a recent event, fresh tidings, or recent
intelligence." It found that "media" in the context of ORS 192.660 means channels of communication, and
that use of the word "representatives" in that statute indicates that the channel must be
"institutionalized."
The opinion states that the medium in question should be one that has a natural interest in the subject
matter of the executive session. It also noted the dual statutory objectives of having media fulfill a
watchdog role as well as having a means for media to receive background information, and concluded from
this that the person appearing as the representative of a medium should be one who "ordinarily reports"
on activities of the public body.
3. Blogger Incident — Formation of Task Force
In July of 2008 a person identifying himself as the author of a political "blogi3 appeared at a meeting of the
Lake Oswego City Council. He said he was a member of the news media and that he intended to remain for
the executive session listed on the agenda. When the Mayor asked if he had credentials he presented a
copy of a press pass to a political campaign event.
The City had no policy on media attendance at executive sessions. The Council was advised that state law
does not define "news media" as that term is used in ORS 192.660(4), but that the term in its common
usage and in its context suggests certain qualifications (similar to those outlined in the above 1979
Attorney General Opinion) and requires more than simply the operation of a blog. The Mayor informed the
person that the Council had not been provided sufficient information to conclude that he qualified as a
representative of the news media and asked him to leave the room during the executive session. He
complied, unhappily.
The incident caught the attention of local news media who reported on the exclusion of the blogger, and on
the City Attorney's subsequent preparation and presentation of a policy on media attendance at executive
sessions. The draft policy followed the format of a policy adopted by Columbia County in 2007. However,
the proposed criteria for recognizing an entity as news media were significantly different. The draft Lake
Oswego policy required that the news entity demonstrate that it is "institutionalized," meaning having
multiple personnel with defined roles within an organizational structure. It also included criteria intended
to establish the kind of accountability that had historically motivated the traditional media to comply with
3 "Blog" is typically, but not always, used as a contraction of the term "Web log," which usually refers to an Internet site that has
reverse -chronological entries of commentary or other posted material.
Page 4
the non -disclosure requirement (such as requirements that the names of responsible entity personnel be
available, that news reports not be anonymous, and that a process exist for review of allegations that an
entity representative has violated the policy). It also attempted to recognize true news -reporting
organizations by requiring that the entity be well-established, conduct its reporting functions at least
weekly and contain at least 25% news content.
Reports of the proposed policy resulted in negative reactions from a number of media and public access
groups that felt it was too restrictive. A meeting was organized that included representatives of the Oregon
Newspaper Publishers Association, the Oregonian, Open Oregon: a Freedom of Information Coalition; the
League of Oregon Cities, the Lake Oswego Mayor and City Attorney, the Pamplin Media Group, an
Independence City Council member, the Society of Professional Journalists and the Oregon Association of
Broadcasters. This group decided to form a task force to attempt develop a model policy on executive
session attendance.
The Media/Government Task Force membership consisted of former Lake Oswego Mayor Judie
Hammerstad, the Lake Oswego City Attorney (who also participated on behalf of the League of Oregon
Cities), the Clackamas County Counsel, and representatives of Open Oregon, the Oregon Newspaper
Publishers Association, The Oregonian and the Oregon Association of Broadcasters.
After much discussion (and compromise on all sides) the task force developed the attached model policy.
4. Model Policy (Media/Local Government Task Force)
Like the earlier proposed Lake Oswego policy, the Model Policy borrows from the structure, and a good
deal of the language, of the Columbia County policy. However, the eligibility criteria are significantly
different from those in the county's policy.
The policy recitals declare that, in the absence of a statutory definition of news media, it is necessary to
adopt a policy implementing the intent of the public meetings law with relation to executive session
attendance without precluding attendance by those Internet -based or other "non-traditional" information
disseminators that are institutionalized and committed to compliance with ORS 192.660(4)" (which states
that the governing body may "require" that information not be disclosed). A number of other references in
the model policy also speak to "compliance with," or "support of," that subsection. This indirect phrasing is
a result of one of the compromises among the task force members. This was a way of resolving debate as
to how the policy could speak to the non -disclosure obligation despite the differing opinions on the task
force as to the precise nature of that obligation.
In Section 1 of the Model Policy, the public body lists those organizations that have previously been
recognized as being eligible to attend executive sessions. For Lake Oswego, this would include The
Oregonian and the Lake Oswego Review.
Subsection 2(a)(1) states that an entity is automatically eligible if it is a member newspaper of the Oregon
Newspaper Publishers Association (ONPA), a broadcast member of the Oregon Association of Broadcasters
or a member of the Associated Press (AP). The task force concluded that current membership standards
ensure that member entities are the type of traditional media that the Legislature had in mind when ORS
192.660 was adopted. In other words, they would tend to be institutionalized and motivated to comply
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with the requirements of the law.
Subsection 2(a)(2) of the Model Policy provides that an entity is automatically eligible if it is a newspaper
that the public body uses for publication of public notices, and that also meets the requirements of ORS
193.020. That statute incorporates the definition of "newspaper" found in ORS 193.010, which includes
newspapers of general circulation that are published for the dissemination of local, transmitted or legal
news. The statute also prescribes minimum subscriber percentages, and requires the newspaper to have
been established and regularly published at least once a week during a period of at least the preceding 12
months. The task force representative from Open Oregon urged the inclusion of this subsection. He felt
this would help to automatically qualify small, rural newspapers that might not be ONPA or AP members,
but that would nevertheless be well established in their communities.
Subsection 2(a)(3) includes the criteria by which other entities can qualify for executive session attendance,
including "non-traditional" media. There is a two-part test. First, the entity must be a news source that:
"is organized and operated to regularly and continuously publish, broadcast, transmit via the
Internet or otherwise disseminate news to the public, and that regularly reports on activities
of the [public body] or matters of the nature under consideration by the [public body.]"
Secondly, the entity must also be a news source that:
"is determined by the [public body] to be a business entity that is institutionalized and that
is committed to, and is structured to support, the terms of ORS 192.660(4)."
The policy defines "institutionalized" as "long-established" or well-established" (footnote 1 to Section
2.a.(3)B). It allows the public body to consider any factors it deems relevant to whether an entity meets
this definition, and lists three factors as examples:
The entity has multiple personnel with defined roles within its organizational
structure.
ii. The names of news -reporting personnel, and responsible entity management
personnel, together with addresses and contact telephone numbers, are
readily available.
iii. The entity has an available process for correcting errors, including violations
of executive session statutes, by a person with authority to take corrective
measures.
The policy gives the applicant entity the burden of establishing "by substantial evidence" that it meets the
eligibility criteria. It establishes a process, including timelines for submission of evidence in support of the
application and for the public body's decision. It also allows the public body to bypass the procedure and
make a summary determination in cases where an entity's qualifications under the policy are immediately
apparent, or where other good cause exists for an expedited decision. The public body must make written
findings if it denies eligibility.
Page 6
Section 3 of the Model Policy outlines the criteria by which an individual can establish that he or she is a
"representative" of a news media entity that has been recognized under the policy. The public body may
also require that a request to attend an executive session be in writing on a form that certifies eligibility
and that includes an agreement to "comply with ORS 192.660(4)."
5. Conclusion
Because there are no appellate court rulings, or relevant legislative history, clarifying the meaning of
"representatives of the news media" as that term is used in ORS 192.660(4), there can be no guarantee that
a policy similar to that recommended by the Media/ Government Task Force would withstand a legal
challenge. Nevertheless, the Model Policy does incorporate principles derived from the context of the
statutory language together with the statutory purposes, and incorporates guidelines established in an
Attorney General opinion. In any event, a governing body's decision whether to allow an individual to
attend an executive session as a media representative will be less vulnerable if based upon the criteria of
an adopted policy. The model policy has the advantage of being approved by representatives of Oregon
news entities.
RECOMMENDATION
It is recommended that the City Council direct that a policy similar to the attached Model Executive Session
News Media Attendance Policy be prepared and presented for consideration at a regular City Council
meeting.
ATTACHMENTS
1. Statement from the Media/Local Government Task Force
2. Model Executive Session News Media Attendance Policy
The attached set of Model Guidelines was created by a task force representing the League of
Oregon Cities, the Oregon Newspaper Publishers Association, City of Lake Oswego, Oregon
Association of Broadcasters and Open Oregon: A Freedom of Information Coalition to help cities,
counties and other public bodies draft policies regarding access to executive sessions of local
governing bodies and their advisory bodies. This model was developed by using as a starting
point a policy adopted by Columbia County.
The advent of new media such as internet blogging and websites devoted to local public affairs
reporting has created situations that were not contemplated in Oregon's Public Meetings law (ORS
192.610 to 192.690) and its interpretation in the Attorney General's Public Records and Meetings
Manual. A number of local governments in Oregon have faced new media persons asking to attend
executive sessions as "media representatives" under the law.
Some governing bodies have been reluctant to allow new -media reporters into executive sessions
because they have not developed a sufficient level of trust in new -media reporters and writers nor
the institutions they represent. While we recognize that access to such sessions ultimately requires
a basic level of mutual trust between media and local officials to be successful, we also recognize
that Oregon law entitles the public to know how the public's business is conducted at all levels of
government.
We hope this model policy will recognize the government's need to keep some matters, defined in
the Oregon Public Records and Public Meetings laws, from improper disclosure, and recognize
that the definition of news media is changing and may include more than just the local newspapers
and broadcast stations.
This model policy may well need further refinement and may not fit each situation perfectly. It
may also be that local governments may find no policy changes are necessary. But if they are, we
feel that this proposal allows both government and media to pursue their legitimate duties without
undue interference.
Sincerely,
Judie Hammerstad — Former Mayor, City of Lake Oswego
David Powell — City Attorney for Lake Oswego & representative for League of Oregon Cities
Steven Lounsbury — County Counsel, Clackamas County
Bill Johnstone — President & CEO of Oregon Association of Broadcasters
Dominic Monahan — Counsel for Oregon Association of Broadcasters
Laurie Hieb — Executive Director of Oregon Newspaper Publishers Association
Bob Caldwell - Editorial Page Editor of The Oregonian
Judson Randall — President of Open Oregon
ATTACHMENT 1 — Statement of Media/Local Government Task Force
MODEL POLICY
Developed in 2009 by a task force consisting of representatives of Open Oregon, Lake Oswego
City Attorney (also representing the League of Oregon Cities), Lake Oswego Mayor, Clackamas
County Counsel, the Oregonian, the Oregon Newspaper Publishers Association and the Oregon
Association of Broadcasters
City of/County of
Executive Session News Media Attendance Policy
WHEREAS Oregon public meetings law provides that representatives of the news media shall be
allowed to attend certain executive sessions of public bodies, but may be required to not disclose
specified information (ORS 192.660(4)); and
WHEREAS, because at the time state law relating to media attendance at executive session was
adopted "news media" consisted of entities that were institutionalized and structured to support
compliance with the requirements of ORS 192.660(4), the law includes no express mechanism for
enforcing those requirements; and
WHEREAS technological advances since the time the public meetings law was initially adopted
have resulted in development of communication mechanisms allowing virtually any individual or
entity to disseminate information widely; and
WHEREAS the [public body] finds that in that absence of a statutory definition of "news media"
as that term is used in ORS 192.660(4) it is necessary to adopt a policy that implements the intent
of the public meetings law relating to executive session attendance without precluding attendance
by Internet -based or other "non-traditional" information disseminators that are institutionalized
and committed to compliance with ORS 192.660(4); and
WHEREAS the [public body] recognizes that this policy is solely for the purpose of determining
eligibility to attend executive sessions, which requires non -disclosure of specified information
from executive sessions, and is not intended to otherwise define "news media" or to determine
eligibility to report on [public body] activities or to limit access to other [public body] meetings by
any person;
The [public body] hereby adopts the following policy:
1. Currently Recognized News Media Organizations. The following entities are hereby
recognized as news media organizations eligible to attend executive sessions because they
have an established history of meeting the requirements of this policy:
[List entities currently recognized by the public body]
Page 1 of 4 Model Policy — News Media in Executive Sessions (ATTACHMENT 2)
No other entity shall be permitted to attend an executive session unless it is recognized
through the process described in Section 2 below.
2. Recognition of Other News Media Organizations.
a. The following entities are recognized as news media organizations eligible to
attend executive sessions:
(1). A general or associate member newspaper of the Oregon Newspaper
Publishers Association, a broadcast member of the Oregon Association of
Broadcasters or a member of the Associated Press; or
(2). A newspaper that the [public body] uses for publication of public notices
and that meets the requirements of ORS 193.020; or
(3). An entity recognized by the [public body] as being a news source that:
A. is organized and operated to regularly and continuously publish,
broadcast, transmit via the Internet or otherwise disseminate news to
the public, and that regularly reports on activities of the [public
body] or matters of the nature under consideration by the [public
body]; and
B. is determined by the [public body] to be a business entity that is
institutionalized' and that is committed to, and is structured to
support, the terms of ORS 192.660(4).2 In making this
determination, the [public body] may consider and weigh any factors
that it deems to be relevant, including, without limitation, the
existence of any of the following factors:
the entity has multiple personnel with defined roles within its
organizational structure;
ii. the names of news -reporting personnel, and responsible
entity management personnel, together with addresses and
contact telephone numbers, are readily available;
'For the purposes of this policy, "institutionalized" means long-established or well-established
2 ORS 192.660 (4). Representatives of the news media shall be allowed to attend executive
sessions other than those held under subsection (2)(d) of this section relating to labor negotiations
or executive session held pursuant to ORS 332.061 (2) but the governing body may require that
specified information be undisclosed.
Page 2 of 4 Model Policy — News Media in Executive Sessions (ATTACHMENT 2)
iii. the entity has an available process for correcting errors,
including violations of executive session statutes, by a
person with authority to take corrective measures.
b. It shall be the entity's burden to persuade the [public body] by substantial evidence
that it should be recognized as a news media organization meeting the criteria in
Section 2(a) of this policy. Such evidence must be submitted [time period] in
advance of the first executive session that the entity desires to attend. The [public
body] shall make a determination within [time period] of receiving the evidence
submitted by the entity. The [public body] may elect to forgo this procedure in
cases where the [public body], in its sole discretion, determines that it can
immediately recognize that an entity qualifies under this policy, or in cases where
the public body, in its sole discretion, determines that other good cause exists for
making an expedited determination. A determination that the entity is not
recognized shall be based upon written findings addressing the criteria in Section
2(a).
Attendance at Executive Sessions. Representatives of news media organizations
recognized pursuant to Sections 1 and 2 of this policy shall be allowed to attend executive
sessions, except as described in ORS 192.660(4) and 192.660(5), pursuant to the following
process:
a. The representative must provide substantial evidence persuading the [public
body], that he or she is a news reporter for the recognized news media organization.
In making its determination whether to recognize the person as a representative of
the news media organization, the [public body] shall require:
(1). A press badge or identification issued by the recognized
news media organization, plus proof of identity (such as a driver's license);
or
(2). A recently published news article in the recognized news
media organization publication or broadcast, with the person's byline, or a
masthead showing the person's name as a member of the news gathering
staff of the news media organization, plus proof of identity; or
(3). A letter on letterhead from an editor of the recognized news
media organization in which the editor states that the reporter is covering
the meeting for the news media organization, plus proof of identity.
b. Representatives of the news media are not permitted to attend executive
sessions involving deliberations with persons designated to carry on labor
negotiations. ORS 192.660(4). If the executive session is being held for the
purpose of conferring with counsel about current litigation or litigation likely to be
filed, the [public body] shall exclude any member of the news media from
Page 3 of 4 Model Policy — News Media in Executive Sessions (ATTACHMENT 2)
attending if the member is a party to the litigation to be discussed or is an
employee, agent or contractor of a news media organization that is a party to the
litigation. ORS 192.660(5).
d. The [public body] may require that a request to attend an executive session
be made in writing on a form provided by the [public body]. The form shall require
disclosure of the person's name, and the entity for which he or she is a news
reporter, and shall require submission of evidence described in Subsections 3(a)
(1), (2) or (3) of this policy. The form shall also include a signature line whereby
the person certifies that they are gathering news for a recognized news media
organization, that the information given is true and that they agree to comply with
ORS 192.660(4).
e. The [public body] may consider any relevant evidence provided or gathered
in making its decision as to whether a person shall be recognized as a representative
of a recognized news media organization.
4. Recording Devices Prohibited. Cameras, tape recorders and other recording devices shall
not be used in executive sessions, except for the official executive session tapes made by
[public body] staff.
Exclusion Based on a Direct Personal Interest. A representative if a news media
organization that has a direct personal interest in the subject of the executive session that
would frustrate the purpose of the executive session may be barred from attending.
6. Application to Boards and Commissions. These policies and procedures shall apply to the
[public body] and all of its boards and commissions.
Page 4 of 4 Model Policy — News Media in Executive Sessions (ATTACHMENT 2)
LAKE OSWLW
Centennial 1910-2010
COUNCIL REPORT
TO: Jack Hoffman, Mayor
Members of the City Council
FROM: Brant Williams, Director of Economic and Capital Development
SUBJECT: High Speed Rail — ODOT Passenger Rail EIS
DATE: October 7, 2010
ACTION
This agenda item is for Council discussion purposes only.
BACKGROUND/DISCUSSION
51�5
CITY OF LAKE OSWEGO
380 A Avenue
PO Box 369
Lake Oswego, OR 97034
503-675-3984
www.ci.oswego.or.us
The Oregon Department of Transportation (ODOT) is in the process of preparing to conduct an
Environmental Impact Statement (EIS) for improving passenger rail service between Portland and Eugene.
While this study has been referred to as high speed rail, its primary purpose is to provide higher speed,
more reliable passenger rail service in the Willamette Valley. ODOT has considered two routes for this
service through the Portland region: the existing line that goes through Oregon City along the east side of
the Willamette River and the line that goes through the cities of Tualatin and Lake Oswego and crossing the
Willamette River on the existing railroad bridge over to Milwaukie.
As this study could potentially affect several jurisdictions in Clackamas County, the County's C4 members
are preparing a letter to send to ODOT to express their common interests and concerns about the study,
including overall management of the study and making sure there's a representative decision-making
process that highlights transparency and accountability.
The status of the ODOT study is:
• ODOT has recently decided to proceed with the EIS Alternatives Analysis.
• The cost of the study is $10 million. ODOT currently has $5.8 million and has applied to the Federal
Railroad Administration (FRA) for the remaining $4.2 million. FRA's decision to fund the project is
expected in the next two weeks.
• The study is expected to take 2 years.
• Jean Lawson & Associates will be developing the public process and outreach efforts.
• A high level advisory committee comprised of stakeholders will help guide the project. Lake
Oswego is one of the stakeholders and will have a representative on this committee.
Page 2
• To -date there has been no consideration regarding a broader decision-making body.
• Other alignments besides the two already studied will be considered.
RECOMMEDATION
This agenda item is for discussion purposes only.
Reviewed by:
Alex D. nt
City Manager
CITY COUNCIL SPECIAL MEETING
MINUTES
October 11, 2010
Ma, or Jack D Hoffman called the special City Council meeting to order at 4:00 p.m. on
October 11, 2010, in the Oswego Room, West End Building, 4010 Kruse Way.
Present: Mayor Hoffman, Councilors Hennagin, Olson, Moncrieff, Tierney, Jordan and
Vizzini.
Staff Present: Alex McIntyre, City Manager; David Powell, City Attorney; Robyn Christie,
City Recorder; Joel Komarek, P.E. Project Director; and Brant Williams, Director of
Economic and Capital Development
3. STUDY SESSION
3.1 Water Partnership Update
Joel Komarek, P.E., Project Director, presented the Staff report by PowerPoint, which included
the analysis of Lake Oswego's water system, which cannot reliably meet current or future planning
needs. Conservation was a key element to the water supply portfolio and even with increased cost
allocations to Lake Oswego, there would still be substantial benefit by having a partnership with
Tigard. A key objective was source reliability involving the water rates of 38 million gallons per day
(mgd) on the Clackamas River and the only way to insure access to that supply was through
additional development. Lake Oswego, as a municipal water supplier, had an obligation to make
sure that an adequate supply of safe drinking water could be provided to customers without being
a burden on ratepayers. The current system had been producing 90 billion gallons of water but
required constant vigilance and was now worn out; upgrades needed to occur. The potential for
excess capacity would have significant value for regional uses and emergency supplies to other
entities interested in alternative sources of water for domestic or emergency supplies. A $35 million
net present value savings would accrue for Lake Oswego by having a partnership with Tigard. The
Carollo Report noted that even with an aggressive conservation commitment, success was
uncertain and expensive. Portland was spending over $800,000 annually in their conservation
program; even if conservation were achieved, it would not eliminate the need for additional long-
term capacity. Lake Oswego's share of new capacity was estimated at $106 million. The Carollo
Report envisioned the allocation costs for the water treatment plant. New facility issues existed
where hazardous chemicals and plant operators were working in the same structure. Replacement
of equipment would require a new building. The larger cost proportion for the new facilities was
allocated towards Lake Oswego. There would still be a majority share of capacity consisting of an
18 mgd capacity for Lake Oswego and 14 mgd capacity for Tigard.
Mayor Hoffman asked if there was a valuation for the existing land used where Tigard would pay
Lake Oswego for that value and pay for the right-of-ways and water rights. Mr. Komarek clarified
there were no transfer of funds for water rights, but there was a buy -in payment for the land, which
included property and easements that would be used by Tigard for expansion. Tigard paid for
existing water systems properties, water plant, and reservoir properties. He confirmed for Mayor
Hoffman there was no transfer of ownership of the water rights, which will remain in Lake
Oswego's name with a portion of those rights pledged to Tigard.
Mr. Komarek continued that in the Carollo Report the 38 mgd scenarios were updated, using two
water treatment options available, with Ozone and without Ozone. After analysis, the water
treatment and public health experts reached a consensus recommending that Ozone be included
City Council Special Meeting Minutes Page 1 of 13
October 11, 2010
in any kind of expanded facility. The project team considered the need to continue the partnership
with Tigard once updated costs caused Lake Oswego to accrue more than $20 million in costs.
The team updated the Carollo Scenario 'A' involving the 24 mgd where Lake Oswego moved
forward without a partnership. They reviewed other scenarios and what that would mean in
deferring capital, need for partnership, and the reduction or need of excess water supply. The
project team evaluated the net present value of that program and associated conservation program
costs; net present value was the present value of future cash flows. The capital and future
operating expense elements costs were projected out using a discount rate brought back to
present value dollars. Lake Oswego's shares of the current net present value over 25 years, with
the Ozone and without Ozone options, involved Scenario 'A' and Lake Oswego going it alone.
Implementing a program to achieve 10% savings in 10 years would buy Lake Oswego 10 years of
deferred capital expansion and an implementation of an expansion capacity to 21 mgd, completed
by 2025. A similar result would occur under Scenario 'C', a more aggressive conservation of 25%
overall savings over a 10 -year period, buying Lake Oswego 20 years of deferment of capital
expansion with increment of supply implemented in 2030, completed by 2035.
Mr. Komarek clarified for Councilor Tierney that Lake Oswego's share of $165 million over 25
years was the net present value of the two options, with Ozone or without Ozone, but in a
partnership with Tigard. The $230 million previously reviewed with Council was capital figured in
2010 dollars; along with all the other costs that would continue to occur over the 25 years. He
confirmed for Mayor Hoffman that a 2.92% discount rate was used and that $60 million was the
net present value analysis over a 25 -year period.
Mr. Komarek reviewed costs for a single-family ratepayer in Lake Oswego, involving a partnership,
38 mgd with Ozone and without Ozone, and the current rate strategy based upon the earlier
escalated numbers; the proposal was close to matching up with Lake Oswego's prior adopted rate
strategy. Also reviewed was the annual rate increases covering the period of 2007-2018 and the
monthly water bill a single-family ratepayer would pay; these costs would only take effect with a
partnership. The benefits of including Ozone would act as a barrier to emerging contaminants,
eliminate the pre -chlorination step, and reduce the chlorine dose amount in the finished water to
produce a higher quality of water. Councilor Olson understood by going to the standard filtration
system the pre -dosing of chlorine was already being eliminated. Mr. Komarek verified with Keri
Duncan, WTP Manager, that conventional treatment did eliminate the need to pre -chlorinate and
that even without Ozone, pre -dosing would be eliminated. Ms. Duncan confirmed for Mr. Komarek
that there was a beneficial effect on the dosing post filtration. More chlorine post filtration would
occur and the total chlorine would increase without Ozone. She confirmed for Councilor Olson
that it would be less than what was being added currently.
Mr. Komarek discussed the typical practices used when the community complains of the quality of
their water or when testing warrants. City response has a tendency to improve the situation,
however, it is a responsive action and the water was not at the highest quality desired. He
concluded his presentation, noting the objective at the joint Council meeting (with Tigard) in
November was to obtain Council's recommendations for capital improvement on capacity, facilities,
and Ozone. He added that Ursula Euler would be working on the master fees and utility rates that
would be going into effect July 1, 2011; Tigard would be doing the same on a slightly delayed
schedule.
Mr. Komarek clarified for Councilor Olson the winter demand was about 4 mgd with an annual
average of 6 mgd. Councilor Olson struggled with the 32 mgd and 38 mgd. She understood there
was peak demand, which some years was only for two days. Her struggle included the huge
system and the assumptions of taking on Stafford and other water districts; it was good to think
about the future, but her concern was with the amount of water being used now and the water
amount drawn from the Clackamas River. Mr. Komarek acknowledged Councilor Olson's
concerns of building a big system, taking water out of the Clackamas, and stated the capacity size
was somewhat related to Stafford and some of the other assumptions being made over the last 15 -
years when talking about water supply planning.
City Council Special Meeting Minutes Page 2 of 13
October 11, 2010
Mayor Hoffman suggested they could continue with the allocation they were currently using, fix
the pumps and water treatment plant; if water ran out in the summer measures could then be taken
that would be needed at that time. Mr. Komarek stated that would be a policy decision that could
have consequences and those suggestions were part of the Scenario 'C' in the report.
Jon Holland added that they looked at the scenarios of deferral and trying to conserve enough so
the expansion would not have to happen. In considering various conservation rates, they quickly
realized perpetual deferral was not an option. It would just defer 10 years for the 10% case and 20
years in the 25 % conservation case. The first phase was for immediate needs and the second
phase of upgrades viould eventually have to kick in. Mr. Komarek was not sure of the size of
immediate needs in terms of capital expense to take care of the deficiencies.
Mr. Holland confirmed for Mr. Komarek that Phase I addressing Lake Oswego's immediate needs
involved the 10% and 25% conservation scenarios that would be in the range of $40 - $60 million;
these were not inconsequential upgrades and involved work at the intake, treatment plant, Waluga
Reservoir, and Willamette River undercrossing. It would also include a $6 million refund payment to
Tigard for their share of the partnership expenses. Mr. Komarek stated the refund payment would
not apply if Lake Oswego only did the initial expansion, but maintained the partnership with Tigard
where they would receive 14 mgd and Lake Oswego received 18 mgd; the next increment of
supply would not occur.
Mr. Holland verified for Councilor Tierney that $5 million in capital was needed to go from 32
mgd to 38 mgd, as most of the facilities were already being upgrade to 38 mgd. The only thing
missing to reach the 38 mgd was one pump and its motor at the intake and increment of filtration
and sedimentation capacity of the treatment plant; the rest of the system was compatible with the
38 mgd. Councilor Tierney believed the entire system was already done to 32 mgd, not 38 mgd,
from intake through treatment and that the assumption of 38 mgd would be needed in the future.
Mr. Holland stated there would be a small deduction, and the argument against that kind of
economy was once the intake had to be replaced, the cost to take it from 16 mgd to 32 mgd was
substantial; the cost to take it to 38 mgd was modest. He stated that all kinds of assumptions that
could be made: growth, rates, what water districts do, and how much for Stafford; Foothills was
another example not incorporated into previous growth assumptions.
Lake Oswego had a 38 mgd water rate and between Lake Oswego and Tigard much of the
demand of that water right, if not all of it, would occur over the course of a 10- to 20 -year
timeframe; it was not 50 or 70 years. If there was excess capacity, a number of cities would be
interested in buying in as partners or to buy the option of taking water on a peak capacity need
during the summer. He viewed it two ways, with reasonable and not overly conservative growth
projects, or based on demand that would be there for that water right, fully developed. What goes
with that was the economy of scale; once you had to upgrade from a 36" to 42" pipeline it would no
longer be a linear cost variation as it was with the diameter; that same logic applied to each facility.
Councilor Tierney asked if the rate models were based on water used, not on water being sold
and correlating with an increase of customers; assuming .5% per year; there was .5% more. Mr.
Komarek confirmed that it was for Lake Oswego and would be different for Tigard. The forecasts
for the initial expansion were that Tigard would need their allocation immediately. It would be
based on how quickly Lake Oswego grows into its additional 2%, and then recognizing that
developing additional supplies takes a decade, the question would be when do to start planning on
the next increment of supply.
Councilor Tierney was also concerned about the quantity and demand discussed by Councilor
Olson. Lake Oswego had the right to the 38 mgd but the delta between the 32 mgd and the 38
mgd showed the majority of the cost was falling to Lake Oswego; Tigard had no right to it. Just
looking at Lake Oswego's cost was very significant; the marginal cost of increasing the mgd falls to
Lake Oswego. Councilor Hennagin noted there was a marginal cost of $5 million with a small
increment if pipes were downsized from 42 to 36 inches; it may add a few extra million in cost.
City Council Special Meeting Minutes Page 3 of 13
October 11, 2010
Councilor Olson understood that Tigard needed everything Lake Oswego could provide and
more. There was no need to find people to purchase water if Lake Oswego had excess as Tigard
would be interested, which would help to offset the cost. However, she was concerned with how
much conservation would be needed to achieve the savings described in the 10- or 20-year option
plan and what that would mean to the individual rate payer; how much less water would they have
to use for Lake Oswego to reach that 10% or 20% conservation rate?
Mr. Komarek stated that the goal should be achieving a 10% reduction in annual per capita use by
year 10 or a 25% reduction by year 10, water consumption habits would need to be considered.
Since everyone uses water differently determining what 10% or 2.5% less water use in the home on
a per capita per day basis would be difficult to estimate. In his report, information was provided on
communities who were successful or not at achieving even a 1 % reduction and spending millions a
year to achieve that.
A conservation savings could include citizens removing their lawns and replacing them with
impervious surfaces. To reach the 25% level of conservation may require changes to Lake
Oswego's development codes since a volunteer conservation plan may be difficult to achieve; a
more mandatory or prescriptive plan would be the key to success of reaching that level. He
reiterated it would be a marked change in what the community was doing today, with current
assumptions of achieving .5% per year since the Carollo study was completed just to buy Lake
Oswego enough time to implement the expansion by 2016 before peak days occur; peak days are
already being exceeded occasionally.
Mr. Komarek clarified for Councilor Olson that the capacity would have minimal effect if the wells
went bad at Glen Moray and Rivergrove, as they are small users. The largest wholesale customer
after Tigard was Lakegrove Water District who purchase on a peak day about'/ mgd, purchasing
their summer water from Lake Oswego and their winter water from Portland.
Councilor Olson referenced Councilor Tierney's comments on 32 mgd to 38 mgd increase and
noted the $17 million to be added for Ozone, an increase in Lake Oswego's share of the costs; her
concern was for all the cost increases. She stated the previous Council had implemented a tiered
water rate several years ago with the goal of increasing conservation, she had not seen any data
that this conservation had occurred. She would like to see that data before making a decision on
Lake Oswego's future water supply and if the average use was 6 mgd, she still struggled with the
32 mgd and 38 mgd.
Mr. Komarek clarified that of the 32 mgd, 14 mgd would be allocated to Tigard leaving Lake
Oswego with 18 mgd. Historically, there are several summer days with a rate at 16 mgd or 17 mgd
where Lake Oswego was not able to produce enough water. In order to meet the increased water
needs, water would be taken from storage, which then required storage recovery by pumping 24/7.
A successful recovery would be achieved if everything operated without failure. However, the
minute something failed, capacity would return to the 12 mgd to 13 mgd with an unreliable
capacity. If the pump failed, it would be difficult to replace as pumps are custom made, which could
cause implementing a water restriction plan.
Councilor Tierney asked for examples of other water utilities that did not produce water or
alternatives for peak usage. It seemed to him that the need to increase capacity at a higher cost
was only for a few days a year. Was there a way of managing the peak usage that would cost
less? Mr. Komarek stated conservation helped as an alternative source to meet peak capacity
needs rather than redesigning the current system. He was not sure of alternatives used by other
water utilities, however if Lake Oswego chose not to redesign the current system with the peak
hour being substantially higher than the peak day, certain hourly activities would need to be
deleted. An alternative water source would provide supply but at a higher cost.
Mr. Komarek clarified for Councilor Hennagin that there was a component in the reservoirs to
meet that peak hour demand when capacity was exceeded, and that by adding another reservoir,
capacity would cause operation and water quality issues. Keri Duncan, WTP Manager added that
offsetting multiple days of peak summer demand by adding reservoir storage would cause the
City Council Special Meeting Minutes Page 4 of 13
October 11, 2010
water to become old and lose optimum quality. The water quality would deteriorate and distribution
issues would occur when adding too much storage sitting for long periods in reservoirs.
Mr. Holland added the cost of water storage was $2 to $4 per gallon depending upon the type and
location of tanks. In addition, 10 million to 20 million gallons are needed to offset the peaks
anticipated. When considering saving expansion costs, there already are incremental costs and the
solution would not be to use smaller pipelines, intakes, or facilities and then add $20 million more
for a reservoir. Councilor Hennagin understood that, but believed reinforced concrete would cost
more per gallon to make than steel tanks.
Councilor Moncrieff was concerned that the amount of water reported may not be enough for
future use. Looking at a new water intake system, they were hoping it would service Lake Oswego
for 50, 75, to 100 years, knowing population would be growing and the demand for water would
increase; best conservation efforts are met with modest results. Without maximizing the water
intake capacity now, they would be looking at forced conservation. She did not see any other
alternative at this point when looking to the future besides going for the maximum intake capacity.
As far as the Ozone treatment, she believed that since it eliminated carcinogens from the drinking
water, it should be added. She did not see the Ozone treatment or anything in the report as
extravagant; it was meeting the community's basic daily needs.
Councilor Vizzini discussed how conservation played into the timing of the decision. Since 6
years was the benchmark for the first large risk of the capacity issue, how much could be done if
an aggressive water management approach was taken during that time? He suggested that would
be paid with the savings of deferring or reducing the size of the problem into the future. His
motivation for another alternative was based on the cost of treating the Clackamas River water so
it was potable with an amount of that ending up on someone's lawn. It would be better to use the
untreated Clackamas River water for lawns, although that would mean a new infrastructure
involving costs to gradually re -plumb on a per gallon bases. It might be advantageous for the City
to launch a course of true sustainability that would use potable water only for human consumption,
cooking, and showers. He suggested an option of systems, as property was developed, that
harvested rainwater and recycled gray water to be used for all other uses where potable water was
not needed. In addition, Tigard's use of an aquifer storage and recovery system could be factored
as a water management strategy and as a partnership on the aquifer for a strategy on non -potable
water uses in Lake Oswego. An alternative would be for Lake Oswego to establish its own aquifer
storage, assuming the geology works.
He believed the idea of trying to change the way they looked at infrastructure to avoid huge costs
was not about regulations or mandatory changes, it was more about tailoring the uses of the water
coming into a property; an integrative water management approach. During his work on a Portland
project, a 10,000 -gallon cistern was needed to capture enough water in the spring for reuse as
non -potable uses thru the summer from July to October. With the right technology, could the
drought cycle be resolved without using potable water? He believed this could be accomplished,
although at current rates it would not pay back the costs; he had not factored in a rate increase.
He believed rather than building a big plan, Lake Oswego may want to consider an alternative that
would rethink the use of potable water. He also shared the idea of considering increasing water
storage in the lake to create a system that used the lake as an emergency back up. He clarified for
Mr. Komarek that his suggestion was for incremental changes over time trying to built in reuse
systems; Stafford's development policies was used as an example. Councilor Moncrieff stated
that incentives for using cisterns and reuse of water within existing buildable areas would
contribute to Lake Oswego's conservation.
Mr. Komarek agreed this would help with the summer peak. However, regarding references to
developing a huge system, most of what was being built would not be any larger for a 32 mgd or
38 mgd. The pipelines would work for the 32 mgd and the 38 mg, the water treatment plant would
add on modular structures, and the intake would have a space available to accommodate going
from 32 mgd to 38 mgd. A better conservation job was to defer that next increment of supply to
City Council Special Meeting Minutes Page 5 of 13
October 11, 2010
several years out. The current systems are solid and in place to allow sharing water for whatever
purpose was needed. The partnership with Tigard could be leveraged to increase the emergency
or supplemental supply needs. The infrastructure in place offered Lake Oswego the options to
keep the water supply for itself or share what was not needed. It would never be cheaper to build
and Lake Oswego may not have access to it if they did not think about developing it beneficially
whether Lake Oswego or others used it.
Councilor Olson clarified she understood certain development needed to occu but she was just
concerned about the added cost. She also clarified with Mr. Komarek that the life of the new
systent would last 50 to 100 years. She suspected that in 50 years there would i;e new technology,
which could make the planned system changes obsolete. She asked if any thought had been given
to building a reservoir in Tigard, since 1 'h million gallons was proposed for Tigard from the Waluga
Reservoir. Mr. Komarek stated building a reservoir in Tigard was considered and was an idea they
had suggested. However, based on the evaluation it was more expensive, by several million, to
build new reservoirs rather than Lake Oswego building its own reservoir on its own property. Plus,
that would mean Lake Oswego would be buying in to reservoirs that were 40-60 years old.
Mr. Holland added that part of the function of the reservoir was to provide water in the event of an
emergency. The Waluga area had a current storage deficiency, if the storage were put a few miles
away in the event of an emergency; a pipeline would have to be relied on between the storage and
the location of need. The general engineering practice was to site the storage close to the need.
Mr. Komarek added buying into the 60 -year old reservoirs would involve reservoirs not built to the
same seismic codes that a newer reservoir would.
Councilor Olson clarified she did not mean buying into a reservoir, but looking at the reservoir
being placed at a new location in Tigard or even replacing the one on the 10th Street parcel. Mr.
Komarek stated there were site restraints to consider and clarified for Councilor Olson that even
though the tank on 10th Street was being removed, he did not believe there was enough room to
put in a new tank for the size they needed. There was an option of replacing this tank with a newer,
same size of tank.
Mayor Hoffman clarified with Mr. Komarek that there would be improvement of the low water
pressure issues around Waluga with the proposed system changes. Mr. Komarek added the
strategy was to replace the existing 20 -ft tall reservoir with a taller, 40 -ft reservoir, which would
provide improvement to the low-pressure areas. Mayor Hoffman believed the Waluga area had
large lots with limited housing and subdivision burdens. Councilor Vizzini believed they were flag
lots.
Mayor Hoffman discussed that the current gallon per day was 16 mgd and that 8 mgd more was
needed over the next 50 years. He clarified with Mr. Komarek that Rivergrove did have two wells
as of today and Councilor Moncrieff added Rivergrove and Glen Morey were both on well
systems that were tied to Lake Oswego. Mayor Hoffman stated over the next 50 years
assumptions would need to include the development of the land between the city limits and the
Urban Service Boundary, Foothills development, and part of Stafford that would be developed. He
clarified with Ms. Duncan that the difference between peak hour and peak day could be as high as
20 mgd and Mr. Komarek noted for Mayor Hoffman if only 16 mgd were available during the peak
time, the reservoir storage would be drawn down.
Mr. Komarek verified for Mayor Hoffman that every reservoir had three components for storage: a
peaking storage, fire flow storage, and emergency storage. The fire flow storage was set by the
Fire Marshall, which reviewed the zone that was served by the reservoir to determine which
structure had the highest fire flow demand based on size, material, construction, and sprinklers
system. Using the fire code would determine volume, rate of flow, and duration. The emergency
storage provided two average days volume for that demand; emergencies include pump failure,
pipeline break, upset at water treatment plant, or contamination in the river. Each zone had two
average days; if an average day were 6-8 gallons, there would be enough storage to last two days,
which was the average for the summer peak.
City Council Special Meeting Minutes Page 6 of 13
October 11, 2010
Mr. Komarek verified for Mayor Hoffman that climate changes had been considered as a factor
for water system projects. Contact was made with a couple professors at Portland State to develop
a hydrologic model of the basin to determine the potential effects of climate change.
Mayor Hoffman asked if water restrictions would be enforced with a worst-case scenario, involving
peak hours going up to 20 mgd or 28 mgd 10 years from now, with no changes made to the
present system, and the pumps failed. Mr. Komarek stated there was a curtailment plan that
offered several levels of response to a water shortage depending on the cause and the anticipated
duration. Examples of events included pump failure, water contamination, or an earthquake with
every event level having a corresponding response. Early response could be to implement Phase
of the Curtailment Plan, which would be public education or requesting volunteering conservation.
A more severe scenario would be failure of the raw water pipeline that would have time repair
issues. If occurring during the summer, Lake Oswego would not have provider connections to buy
enough capacity to meet even the average daily need. Including the West Linn provider connection
in this scenario, assuming their pipeline had not failed, could provide Lake Oswego with 2 mgd,
which was half of Lake Oswego's winter habits. The worst-case scenario would be an issue of an
emergency order for water rationing allowing domestic use only, no lawn watering or car washing.
Councilor Olson noted that would be if the decision were not to change anything with the current
system. She believed no one was recommending that. Mayor Hoffman added he was asking if
only the pumps were upgraded, how that would affect a worst-case scenario.
Mr. Komarek stated it depended upon the direction Lake Oswego wanted to take, even if they
wanted to go it alone, there would be significant immediate improvements needed to improve
reliability, which are expensive and would buy time, but that would be a different approach.
Councilor Jordan asked if geography was factored into fire suppression or was the use of
helicopters and lake water being considered. Mr. Komarek clarified that would be part of the fire
suppression component in the reservoir; typically, they do not assess urban wild land interface.
Several years ago, new fire hydrants were installed to address that risk, however there was not an
additional reservoir storage component for that specific factor_
Councilor Tierney reviewed the delta for the first scenario involving 38 mgd with Ozone, the
increases by $30 million with $27 million falling to Lake Oswego, and then $3 million to Tigard for
pipe changes. He asked what program changes would make up the $47 million. Mr. Komarek
stated the major differences in program cost, hence the allocation, included the water plan, which
is the largest, single expense in the program resulting in an increased allocation to Lake Oswego.
Also included was additional storage volume at Waluga with the bulk of that storage being
allocated to Lake Oswego, construction costs, contingencies, and allowance for mitigation; those
four components add up to the $30 million.
Councilor Vizzini noted Table 3 of the Memorandum helped him to the understand cost
allocations and suggested it would help to have it updated to show the difference in scenarios and
the allocation formula. Mr. Komarek added that there had been an adjustment to that table with
the finished water pipeline allocation. Councilor Vizzini verified with Mr. Komarek that based on
water demand, then Lake Oswego's share of cost would increase. In order to make a resilient and
effective water treatment plan, the upsizing may add to the cost but certain development items
would still occur at a cost to Lake Oswego. Mr. Komarek agreed that even with the increase from
16 mgd to 24 mgd and with the "going it alone" scenario, the electrical, chemical, etc. would occur
anyway.
Councilor Tierney confirmed with Mr. Komarek the project originally allocated 42 mgd for Lake
Oswego and was based on very little happening to the water treatment plant even with it being 42
years old. He believed the Council had been sold a bill of goods, how the 42 mgd was possible
with an old pump and electrical issues concerned him, since one of the reasons for the project
moving forward was that the treatment plant was 42 years old and improvements were not
anticipated. Councilor Olson added a new electrical system was needed 2 years ago.
City Council Special Meeting Minutes Page 7 of 13
October 11, 2010
Mr. Komarek stated the fire consultant was asked to determine if a benefit existed for the two
communities to partner. It had been shown that a partnership did make sense, even if they knew
then what they know now. Councilor Tierney understood the benefits of having a partnership but
was concerned on the allocation amounts between Tigard and Lake Oswego when the 42 mgd
was based on Lake Oswego having an old water treatment plant. The allocations were now being
split 50/50 between the two communities with Tigard paying more than what Lake Oswego was
now paying. If it evolved into one treatment plant, and then starts with the total volume involving
only Lake Oswego paying their fair share, no problem; however, he believed it was a faulty
assumption that nothinrl needed to be done to the current water process at no cost.
Mr. Holland stated that putting the numbers into context for Lake Oswego, the shift was a 3%
change from 43 mgd to 46 mgd proposed in the program. The water plant cost increases for the
program would be $18 million with Ozone with $12 million of that Ozone expense falling to Lake
Oswego. Councilor Tierney asked for clarification on the planned allocation of 38 mgd with
Ozone, Mr. Holland clarified for that it was final and added, the correct current allocation with
Ozone for Lake Oswego would be 46.5 mgd, which was making everything ready for the eventual
38 mgd; the plant would be upsized to 32 mgd. Mr. Komarek clarified the figures in the report to
the Council w --,-,!d be different as the report did not include the current pipeline allocations.
Councilor Olson noted that the larger part of the allocation was driven by the cost of adding the
Ozone. Mr. Holland stated that with a more in depth look that included the chemical storage
building, electrical, administration and operations, the shift in allocations would have been clearer.
The Carollo Report did not have an oversight that resulted in the 3% shift; most of the shift was
due to adding the Ozone. Councilor Jordan added the Ozone was not just for the taste but was
also being added for future regulation requirements. Mr. Holland agreed it was for taste,
regulation, and improved health even though the current plant and conventional technology would
comply with current regulations. There are events that Ozone would address.
Mayor Hoffman reviewed Alternatives and Fiscal Impact of the Council's report provided by Mr.
Komarek and stated they would continue as proposed unless Council had any other concerns.
Alex McIntyre, City Manager reminded Council the project decision due date was December 7,
2010 and wanted to make sure Council had the necessary tools and understood the system, the
components, and mechanics of the proposal. Staff would be available for Council briefings if
needed; this being one of the biggest decisions Council would have to make. Councilor Jordan
confirmed with Mr. McIntyre that part of the recommendation process would also involve rate
structures.
Councilor Hennagin stated he supported the water treatment plant having the capability to add
Ozone but was not sure that adding Ozone needed to start immediately. He suggested possibly
waiting 6 years from now depending upon what the water standards were. He asked if Ozone
could be added when an incident occurred, unless it was a required standard by the State of
Oregon. Ms. Duncan verified that adding Ozone could be postponed until needed, however the
infrastructure would still be required and those costs would still have to be paid. She confirmed for
Councilor Hennagin that the operation and maintenance would still be a little more but there
would be savings.
Mr. McIntyre clarified for Councilor Olson that Tigard's decision was scheduled to occur
December 21, 2010 and would be based on what Lake Oswego would be proposing at their
December 7, 2010 meeting; by restructuring or changing the program, the project would be set
back several steps. Councilor Olson was concerned with Waluga Reservoir and the concerns
expressed last week by the Waluga neighbors. She would like to have the time to resolve those
issues, but it sounded to her it was already a done deal with less than two months for the final
decision. Mr. McIntyre reviewed the timeline, noting a joint meeting with Tigard was scheduled on
December 8, 2010 to identify those issues. In addition, Staff was working with Tigard to see if the
quarry were a reasonable site for the next reservoir. Mr. Holland added any fine-tuning of Waluga
City Council Special Meeting Minutes Page 8 of 13
October 11, 2010
that shifted the load capacity to 10th Street or to Tigard would be a small refinement in the scheme
of the program; that shift could be made at any point, prior to construction.
Councilor Vizzini was interested in seeing updated numbers as soon as they were available. He
was also concerned with the timing of decision-making issues. If the fact was to have both
communities make the same decisions in December, what they needed to make a decision on
needed to be identified by November, which meant the discussion at the beginning of November
had to be driving towards a conclusion and consensus that would occur before the December 7,
2010 meeting. It would be unrealistic for Tigard to follow their lead if they were still picking and
choosing program components at the December 7 meeting; the meeting in November would set
somewhat in stone what the Council would be deciding on in December.
Mr. McIntyre stated it measures Council -to -Council trust; are they in agreement with the direction
they were heading? He would be meeting with Tigard City Manager Craig Prosser on Wednesday
to strategize and see if they are in agreement. Councilor Vizzini noted if there were a big
difference of opinion at the joint meeting on December 8 with Tigard, then there a lot of work would
be needed at the beginning of December.
3.2 Policy on Media Executive Session
David Powell, City Attorney, presented background for the Policy on Media Executive Sessions
stating there was public interest for Council meetings to be open to the public, which was
established in public meeting law. The public meeting law also included public interest in having
executive sessions where discussions, not final decisions, could occur in a closed session about
certain items. Executive session examples included where Council may want to consult with legal
counsel about litigations, real property and labor negotiation, or items exempt from disclosure in
public records; there are certain parameters for what can and cannot be done during those
sessions. All states allow executive sessions, with Oregon being unique by allowing news
members to attend executive sessions; however, the governing body could require them not to
disclose the information from the executive sessions. This unwritten policy was established in the
early 1970s and at that time, the identity of the new media was known with no mechanism of
disclosure enforcement; the requirement was on the honor system. The sources that had a stake in
the cooperation to continue that unique access to closed sessions did not want to violate that; it
would be recognized that Oregon's unique situation was unenforceable and perhaps legislature
would change it. For the most part, it worked with occasional problems.
With new media, the internet allows anyone to disseminate information to thousands or millions of
people. This created problem for governments whereas before, defining news media in the statues
was not required since those individuals were known; however, with the current news technology,
enforcement would be required. The statute requires that a difference be made between the public
and news media, which forces a decision.
He reminded Council of an incident that occurred in 2008 where prior to an executive session
about a real property transaction, a blogger with credentials that were not from an established
news media source and who had not met State law requiring him to establish himself as an official
representative of news media, tried to attend the executive session. It was brought up that Lake
Oswego did not have policy that constituted what news media was. Since an ad hoc or arbitrary
decision should not be made, this occurrence prompted enlisting the City Attorney to develop a
policy for executive attendance. Lake Oswego's draft policy had similar content to the policy
developed by the task force. The draft policy also included what percentage of content must be
used and whether there were anonymous sources to get at the accountability issue. That caused
local and statewide reaction from media and access groups that were curious about the policy. A
lot of the reaction resulted from misunderstanding since groups outside Oregon did not know that
Oregon allowed news media into executive sessions. Some thought that Lake Oswego was trying
to define who the news media were and who was entitled to report. Some thought this presented
First Amendment issues when it was in fact, whom do the legislature say could come into an
executive session and be told not to report. An earlier Attorney General opinion concluded that
City Council Special Meeting Minutes Page 9 of 13
October 11, 2010
First Amendment rights were not violated under Oregon law and most other State law because
there was no media right to attend executive sessions.
The negative reaction resulted in the formation of a group of media representatives and local
governments that developed a task force to get the State of Oregon to recognize and develop
some type of State policy to determine who falls under the statue to attend executive sessions.
Lake Oswego's work group started with Mayor Judy Hammerstad and now includes Mayor
Hoffman, Mr. McIntyre, Steven Lounsbury, Clackamas City Council; Bill Johnstone, President &
CEO of Oregon Broadcasters; Dominic Monahan, Counsel for Oregon Association of
Broadcasters; Laurie Hieb, Executive Di; ector of Oregon Newspapers Publishers Association; Bob
Caldwell, Editorial Page Editor of The Oregonian, and Judson Randall, President of Open Oregon
(media access group). This dedicated group created a policy of compromise, which he believed
had value as it had the blessing of media sources as well as local government. This policy was
modeled on Clackamas County's policy that was developed earlier involving groups regularly
reported on government sessions. Clackamas County's policy did not cover accountability and
institutionalization; these were items included in the policy developed by the work group.
If Lake Oswego adopted the proposed work group's policy, it would look similar to the earlier
Attorney General's opinion that recognized what State law meant by news media involving an
institutionalized news source and secondly, a representative of a news source that ordinarily and
regularly reported on the business of the City Council. The Attorney General suggestion was
recently expanded to include a source that reports on information of the type considered by the
City Council in the executive session, if it were City Council. The policy would allow flexibility by the
City Council but it adopted certain principles that would be followed rather than a simply ad hoc or
an arbitrary type of decision-making process. This flexibility was purposeful since media sources
were evolving with new technologies making it impossible to come up with an exact mathematical
definition of a news media source.
Mr. Powell reviewed page 17 of the Council report, on adopting the proposed policy. City Council
would name qualified organizations to attend executive sessions that automatically were eligible
because they had shown appropriate credentials. For Lake Oswego, that would include the
newspaper organizations, Lake Oswego Review and The Oregonian. Local broadcasting stations,
KGW and KATU, two established news sources that meet qualifications, could be included
although they seldom attend meetings.
Continuing on page 18, media representatives stated the entities that qualified to attend executive
sessions included, "A general or associate member newspaper of the Oregon Newspaper
Publishers Association (ONPA), a broadcast member of the Oregon Association of Broadcasters or
a member of the Associated Press." The general newspaper members of the ONPA were local and
statewide papers. The complete list could be provided to Council if requested; each town's paper
would be in that list. The associate member list was also available, those members were more
specialist news sources and tended to be a part of local small papers; examples included
Willamette Week and Catholic Sentinel, which may need consideration for an automatic inclusion
as opposed to demonstrating that they regularly report on the Council's activities. Also on page 18,
Subsection 2 stated that a newspaper that the City might use for publication of public notices and
State law was included at the request of the Open Oregon representative who believed there might
be many small community newspapers that did not qualify or that were not members of ONPA. Yet,
if they were doing legal notices for the City and met certain publication minimums under State law
they should be included. This would not be an issue for Lake Oswego as The Oregonian was used
for public noticing.
Subsection 3 is of most interest as entities that Council may not recognize may show up at a
meeting where Council would decide if these entities met the qualifications as described under (a),
"is organized and operated to regularly and continuously publish, broadcast, transmit via the
Internet or otherwise disseminate news to the public." This means not just somebody forming a
newspaper on their laptop. Secondly, Council would consider who are likely to be accountable and
motivated to comply with the requirements and are they "structured to support the terms of ORS
City Council Special Meeting Minutes Page 10 of 13
October 11, 2010
192.660(4). This subsection discusses the requirement of not reporting by news media because
the task force was unable to reach a consensus on how to describe the obligation of media. If the
media were not being required to report did that mean they had a legal obligation not to report?
The task force understood what it meant to support and commit to the terms resulting in a
compromise. Also the business entity had to be institutionalized per the footnote, "For the purposes
of this policy, "institutionalized" means long-established or well-established."
The City Council would have the flexibility in determining how the entity was committed to
supporting the ORS terms. Examples available would include "the entity has multiple personnel
with defined roles within its organizational structure;" "the names of news -reporting pt_�rsonnel, and
responsible entity management personnel, together with addresses and contact telephone number
are readily available;" and "the entity has an available process for correcting errors including
violations of executive sessions statues, by a person with authority to take corrective measures."
A single person with a laptop could try to attend an executive session and could be qualified by
Council to attend, however they would have to convince Council they were supportive of and
committed to complying with the requirements and that they were long-standing institutionalized.
Since the Council had no enforcement authority, that single person would need to be able to
provide an organization or editor contact for complaints of violation. Internet news organizations
are growing and would eventually meet these criteria, as well as others that may provide the same
level of accountability in institutionalization.
The policy also covered time limits for when someone applies and how long the City Council would
have to make a decision about it. On page 19, Subsection 3 provided how the Council identified a
representative after establishing an entity qualified as a news media by requiring a press badge,
issued identification, or a recent news article published by the recognized media organization, or a
letter from the editor. On page 20, Subsection 3D, the Council would have the option to require a
form be provided with a signature line certifying the attendee agreed to comply with ORS
192.600(4). Enforcement of any violations had not been determined, but this requirement
underscores the obligation of the person coming into executive session not to do that.
Finally, Subsection 5 stated that Council could exclude, "A representative of a news media
organization that has a direct personal interest in the subject of the executive session that would
frustrate the purpose of the executive session may be barred from attending." He believed this
language was vague and was suggested as such by the representative from Open Oregon, rather
than by the lawyers or government representatives; it would be "you know it when you see it" type
situation with the person having direct interest in what was going on as grounds for exclusion.
Mr. Powell concluded by stating some might question whether Lake Oswego really needs this type
of policy; two years ago during the 2008 incident, Council may have wished they had it. That
incident may not happen again and even having a policy in place did not guarantee it would pass
mustard if there were a legal challenge. The policy was interpreting State statute and previous
Attorney General opinions. If this type of policy did not cut it then local governments may have to
go back and ask the legislature to have Oregon made like other states; there must be some way to
define news media that State law does not provide. The proposed policy was a good faith way to
do it that was blessed by media sources and he recommended that the Council consider adopting
something like this policy.
Councilor Tierney asked if the proposed policy could be adopted at this evening's meeting. Mr.
Powell stated he would put the policy in a Lake Oswego format and present it at a regular meeting.
He suggested Council might want to have a public hearing. He further clarified that although this
type of policy was relatively new, his survey showed Medford, Roseburg, Wood Village, Grants
Pass, and possibly other communities had adopted the policy. Portland's City Attorney office and
Springfield were asking what Lake Oswego decided; Pendleton was considering it. The League of
Oregon Cities had received inquires as to what other Cities were considering. There was a lot of
interest in the policy when it first came out, but communities are waiting to see what happens from
City Council Special Meeting Minutes Page 11 of 13
October 11, 2010
others. He may be able to get a better sense of how many communities are receiving it in time for
the public hearing.
Councilor Tierney asked why the legislature had not resolved the issue by defining it. Mr. Powell
replied it was a good question, adding when the task force originally met, one option was to go to
the legislature; however, the groups had different solution approaches. He could not speak for the
media sources, but believed they could not do any better than what they already had at the
legislature, thus they would not be interested in going.
On the government side, it was a tall order to ask the legislature to throw media out of executive
sessions. However, if the court stated these distinctions could not be made, and everyone with a
laptop was news media and must be let in; it would mean the end of executive sessions or the
legislature would have to do that. The task force could not come up with a concept to present to
the legislature because their approaches were too different. Councilor Hennagin suggested the
legislature could ask the broadcasters, publishers, and the League of Oregon Cities to work out a
compromise outside the executive sessions, which the groups had done in the past.
Councilor Jordan believed as media changes, individuals using a laptop are still going to be
affiliated with the news representative that Council was discussing and those blogs are going to be
a part of regular news stream. However, this was precipitated by issues on the coast where people
were attending union negotiations advocated to bloggers that they should be allowed into
executive sessions. It had been abused, not in Lake Oswego, but in other small communities and if
it does not do any harm, she was okay with it; otherwise, she did not see why they needed it.
Councilor Vizzini asked if Lake Oswego adopted the policy would a certified list of notification be
placed in the newspaper requesting that news media sources be prequalified or would it be
handled when an executive session was posted on the agenda when someone showed up at the
door. Mr. Powell clarified that Council would want the regular sources to be prequalified, which
would apply to persons that knew in advance they were going to attend. Prequalification would also
help with individuals showing up at the door, due to timeline requirements. The Council would need
a couple of weeks to verify credentials; someone could not show up as a complete news source
with no credentials and expect to attend. The proposed policy allows summary determination; if
someone showed up and qualification was determined, Council may let the entity in.
Councilor Vizzini noted page 19 under Subsection 3A and 3B and asked what specific facts and
time frame were established to identify that someone met the "regularly reports" criteria. He
believed the next step was the specific information or evidence required for entities to meet the
established tests and suggested having a form that needed to be completed ahead of time. Mr.
Powell stated it could be that specific. The earlier Lake Oswego policy was more like that, but was
met with opposition because people talked about nontraditional news sources and other ways they
could qualify. The task force compromised to give the Council the objectives and tools for where
they wanted to go and could meet it whichever way they wanted. He added someone could
become established in a short time and had such indicia of reliability and accountability that the
Council may want to let them in; it was not arbitrary for letting them in because Council would have
that tool. The policy was meant to be flexible. Councilor Vizzini understood this was to protect
against abuse.
Mr. Powell clarified for Councilor Tierney that the task force did not consider as a solution just
having an entity complete a form stating they would abide by the rules as there would be no
enforcement.
Mayor Hoffman noted the policy would be revisited during the Council's goal -setting session. He
clarified that this policy was not on the agenda and at this time was difficult to fit it into future
agendas, which were already full. Mr. Powell confirmed he would bring the proposed policy to
Council when the agenda allowed it. Council did not believe a public hearing was required.
City Council Special Meeting Minutes Page 12 of 13
October 11, 2010
3.3 Discussion on High Speed Rail
Brant Williams, Director of Economic and Capital Development, provided a brief staff report
covering the position that the Oregon Department of Transportation (ODOT) was taking regarding
the high-speed rail. The plan was to move forward with the study even though ODOT had not
heard back from the Federal Grant Railroad Administration whether the federal piece would be
funded or not. The overall cost of the project was $10 million and ODOT was putting $5.8 million
into the project. ODOT was interested in having Lake Oswego as a high-level stakeholder on the
committee. The C4 letter Lake Oswego drafted referenced a decision-making committee and
ODOT preferred to see it as an advisory committee. He believed Lake Oswego would need to have
more conversations with ODOT as they move forward. He noted the project was very preliminary at
this point.
Councilor Jordan noted what was significant -was that many different options were at play;
whether talking west from Beaverton, south to Salem, what happens on 1-205, or should the
railroad be brought up through that corridor with airport connections instead of the narrowness of
their scope. The fact that ODOT was considering other options was a big movement; however, it
was important that Lake Oswego not have just an advisory role. She suggested since it was an
election year and with Alice Norris running for House Representative, there may be help to move
some sort of coalition of the cities involved along the route to put pressure through the legislature
and Governor's office on ODOT to help expand their thinking.
Councilor Olson noted the second bullet of the letter stated, "Counties that will likely be
significantly impacted, such as Clackamas County, be included in the decision-making body" and
asked why the language did not include counties and cities. Councilor Jordan clarified she had
originally inserted cities, but when reading about the regional decision-making bodies put into
effect in San Francisco, she understood that some sort of regional body with more authority than
the ODOT planning group was needed to make decisions. That process itself would help inform
who was on that body and how it was developed; the cities would be a part of it. They had
discussed that urban cities have different needs than rural cities and that all are affected along the
current rail system routes, so at least the differences between urban and rural cities needed to be
recognized. It was not that the cities were being ignored; they just did not want it to sound like the
group was becoming huge or indicate who would select what cities to be on the advisory board at
this point.
Mr. Williams believed the rail system went through or affected a large number cities, but he was
not sure how many. Councilor Olson added that the tone of the letter with its numerous mentions
of Clackamas County sounded oriented to the counties, although Lake Oswego was signing the
letter. She would feel more comfortable if there was a stronger reference to the cities. Councilor
Jordan clarified that cities were mentioned, which was why the Mayors were being asked to sign
the letter since it was the authority of this larger body and the pressure on ODOT from that larger
body than from one city might have.
Councilor Jordan clarified for Councilor Olson that ODOT's $5.8 million for the study was from
interest earned from the Connect Oregon Fund.
4. ADJOURNMENT
Mayor Hoffman adjourned the meeting at 6:10 p.m.
ctfully
PROVED BY THE CITY COUNCIL: Robyn Christie
Tebr4ary 11,120 City Recorder
D. Hoffm6n;
City Council Special Meeting Minutes Page 13 of 13
October 11, 2010