By Anne Scheck
Trammart News Service, January 17, 2025
A $7.5 million loan for the design of a new water treatment plant – packaged as a line of credit from Umpqua Bank – was approved by the newly convened city council Tuesday night with only one “no” vote.
The dissenting vote came from City Councilor Dawn Roden, who expressed worry about the cost.
Last year, the city was predicted to move into a deficit this year – the price for city services topped $9.8 million but revenue from property taxes reached less than $4 million, according to the city’s annual municipal audit.
In apparent response to the city’s financial situation, two former city managers, Greg Ellis and David Clyne, wrote a letter to the city councilors offering guidance – citing their institutional knowledge from a combined “30-plus years of residency in this community coupled with our unique understanding of the city’s governance.” The letter was included in Tuesday’s agenda packet.
None of the councilors commented on the correspondence during the meeting.
In answer to Roden’s inquiry over expenses, the loan for the treatment-plant design was described as necessary due to the need to utilize the city’s water rights to the Willamette River, which could expire if not used soon. “Our water rights are protected if we put them to beneficial use,” said City Manager Kenna West. “By doing this we are protecting our water rights.”
About five years ago, the city purchased “surface water rights” to the Willamette River for $800,000, according to city records.
However, Roden pointed out that the city has a series of wells that has suited it in the past. She expressed worry that environmental restrictions or other bureaucratic obstacles to use of the Willamette River could interfere with the use of the surface rights.
“We have not maintained our wells,” West explained, adding that this apparently was due to some other financial reliance on the water fund.
However, records of drinking-water safety over the past decade from the Oregon Health Authority suggest the wells were maintained – annual water reports have been positive and testing results are required periodically by the Oregon DEQ.
Roden said she had emailed Public Works Director Gerald Fisher with questions about the water treatment system but hadn’t received an answer. Fisher was absent, West said.
The bank’s 6.75% interest rate for the loan is higher than it would be by borrowing the sum from the state’s “Drinking Water Revolving Loan Fund,” noted Independence Finance Director Rob Moody.
However, that fund has “insufficient funding capacity” to make the loan, he explained. (A call regarding the agency’s funding limits hadn’t been returned by press time; The program typically offers low-cost financing to assist public water systems and facilities.)
Independence currently has a similarly structured $7.3 million loan from DEQ for water-sewer infrastructure improvements, according to the city’s 2023 municipal audit report. Interest rates from DEQ’s Clean Water State Revolving Fund usually range from 1% to 3%.
In fact, the engineering proposal so far actually would be a well – a special type called a Ranney collector well that would be sunk to a depth far below the riverbank at a level of water inflow from the river. Descriptions of these wells indicate they require special operator certifications to meet surface-water treatment requirements.
Independence currently has two separate wellfields, each with groundwater wells. The City also has ground storage reservoirs and a treatment plant, which distributes drinking water through a network of approximately 36.8 miles of pipes.
NOTE: “The rest of the story” – a follow-up on the city’s “60-Second Council Report” that appears on the Independence Facebook Page includes no mention of the dollar amount of the line of credit on the approved loan for the design of the new treatment plant. That amount, as reported here, is $7.5 million. – Anne Scheck ▪
By Anne Scheck
Trammart News Service, January 17, 2025
On Tuesday, Independence welcomed a new mayor, Kate Schwarzler, and a new council member, Bill Boisvert. They took their new seats, along with two city councilors who were re-elected – Kathy Martin-Willis and Dawn Roden – and two who weren’t on the ballot this time around, Marilyn Morton and Shannon Corr. They began their tenure amid a municipal financial crisis.
In an editorial analysis, Trammart News offers five observations about the hard knocks ahead, through the lens of challenges that have already occurred. It’s a combination “wish list” and countdown for 2025.
Wish #1. Councilors, please choose your new colleague for the vacant council spot more independently than the information imparted about the new vacancy-filling process on your first city council meeting seems to suggest. It was your city manager – not you, the now-seated councilors – who introduced the new “streamlined” procedure. She created it in conjunction with the new mayor, who hadn’t been sworn in.
These two people put their heads together on this issue. It should have been all five of you giving direction for changes that were brought back at the next meeting. After all, not even the dates were right when the city manager unveiled the recommendation. There’s time.
And, as the city manager has reminded all of us on many occasions, she doesn’t set policy – you do. She’s in charge of “operations.” This certainly seemed to be a policy decision. Where were you?
Here’s what the League of Oregon Cities has to say about your role in policy leadership, councilors: “The council is the highest authority within city government in deciding issues of policy. For a council to effectively assume a positive and active role in bringing issues forward for a discussion in setting policy, councilors need a clear understanding of policy process and the stages at which council intervention is most effective.”
Under the city charter in section 31, vacancies are filled only one way – by a majority of you councilors. The mayor doesn’t even get to vote, unless it’s to break a tie.
The city manager’s role is to carry out the council’s policy direction – not make council policy, according to the leading professional organization on city management, the International City/County Management Association. This separation of responsibilities is important to Trammart News because it represents the prevention of one or two people at city hall running a government when voters elected their representatives to do that.
So, Mayor Kate Schwarzler was asked at the close of the meeting if councilors would hold an open meeting on the candidate selection in this new “streamlined” application process. The answer was that there will be a work session by the city council in which candidates will be discussed and a vote will be taken. Good news, and Trammart News hopes to be there for it.
Wish #2. Councilors, please learn to trust your own intuition and common sense. Last year, high system development charges – the fees imposed on construction for new homes – were instituted. They were, in fact, found to be the highest in the state at the time, according to the Oregon Homebuilders Association. So perhaps it comes as no surprise that, at $51,000 per home, building largely came to a halt in the community – just as developers had predicted it would.
But what did you agree to this past Tuesday night? A proposal to revise those SDCs – affirming this as a high priority in the housing-development strategy document. So, now the SDCs may be lowered, rescinded or reversed, following this period of what some claim proved to be a completely detrimental impact on development.
It's not your doing, of course – that plan was put before you on your very first meeting. Maybe you missed it in the thick agenda packet. It reads: “Evaluate the feasibility of revising the SDC fees for residential development,” which it states are “high relative to neighboring jurisdictions.”
Wish #3. Councilors, listen to public testimony and disallow it from being cut off before the allocated time expires and discourage your city manager from taking those who testify to task in a follow-up.
Please know I am not speaking about myself – she has called my press inquiries “harassment” in a public meeting and me a person with “rambling” emails. But I am a tough old coot by now, and I find it more amusing than threatening. But it’s caused anger to have the city manager take on resident criticism in a personal way. One example for the city manager to consider: Calling that anger, after it is expressed from the public podium, consistent with the founding of the Ku Klux Klan as was done at a meeting late last summer got some attention. It may have served to deter testimony you councilors may need to hear.
Caring individuals who may seem hotheaded or demanding may issue words that reflect frustration. They need your ear. I know this may be hard – I’ve gotten dressing-downs on sidewalks across the city over certain articles I’ve written. But trust me on this … biting back misses the point. You learn a lot from criticism, whether you like it or not, and nobody does. (Note: I posted the Trammart News donor policy at the bottom of this editorial, which was the topic of a TN critique, or so I’m told. It might be worth a look-see to those who want to abolish the local press.)
Wish #4. Councilors, please don’t send the budget back to the city like the budget committee did this spring when several hard-working community budget-committee members wanted to spend more time with it. Your new mayor, then a councilor, called on the committee to “trust” the city with the document – and volunteers from the community were out-voted. It went right back to the city staff with budget committee approval. The result? Disappointment with “the way it all went down,” in the words of one.
Check out the Oregon Revised Statutes, which tell budget committee members how essential they are to the process. Those statutes are a pithy read, but hopefully an empowering one.
And here’s an FYI. Trammart News has incurred the wrath of the city manager for continually emphasizing the need to answer press questions, which she won’t do. With the observation that the city is supposed to be a democracy, do I suffer when the city communications director, with the approval of the city manager, declines to answer press inquiries from me? No, but you do in tax-dollar value – or did last year.
City Recorder Karin Johnson before she retired made more than $91,000 annually – she’d been with the city a long time and was recognized as tops in her profession. The city communications director, Emmanuel Goicochea, made about $75,000. How did I get this information? Through a public records request. Didn’t it make more sense to have your communications director answer me? He got paid significantly less and that was his stated role. Yet the city manager deemed the city recorder to answer my press inquiries through public records requests.
This seemed to invite some information about the communications director that – no shock to me – came directly from city staff. The communications director apparently floated the idea of taking his video camera out to profile church leaders. They do deserve a shout-out. But not from a tax-paid city employee. This proposed videography project apparently hasn’t been undertaken, and Trammart News agrees there should be other priorities. Till then, TN will keep making press requests of the communications director, and documenting that the news outlet has done so.
Wish #5. Councilors, please mention residents, citizens and taxpayers. Why didn’t anyone ask where the money was coming from to make those $7.5 million loan payments because occupants of this riverside town have asked me, with trepidation that it will mean a hike in water rates. I have explained that the city identified it as a line of credit, which means a full "draw-down" may not be undertaken.
Trammart News can pretty much guarantee that when you, as councilors, mention how any issue affects taxpayers, that’s a quote that ends up in an article.
It’s good to listen to outsiders. Just this week, I heard some of them are looking hard at the last city budget to see how the parks, library and museum can be saved without a levy vote (since the last one failed so badly). Guess what? I hope to be sitting down with this group soon. They seem to have something very worthwhile to say, and I think it is worthwhile to listen.
And, finally, as a bonus, for your reading pleasure, the Trammart Donor Policy, is below – a sore point for some of you. But that’s okay! This is a free and open democracy, so bash Trammart News all you want.
---------------------------Trammart News & Publishing: Donor Policy----------------------
Trammart News & Publishing, despite its identification and service as a media outlet, is committed to being a supportive community member. And, as such, a donor. The publisher-owner recognizes this is seen as a departure from traditional journalism, which often avoids such involvement.
The donations bestowed are to be free of partisanship and non-political in nature.
Priority causes include foster care, literacy, veterans, and childhood service programs. Trammart News & Publishing expects officials, executives and anyone in a leadership role of boards and non-profit groups who are recipients of donations from Trammart News & Publishing to support freedom of speech and a vigorous press, particularly for reporting on governments and other public agencies with a fair expectation of providing accountability to the public they serve.
Speaking out against issues covered by the publications is most welcome, as is criticism of articles.
However, please be aware that online postings or otherwise public calls by those who occupy any of the above positions which incite or recommend quashing, thwarting or barring news reporting by Trammart News & Publishing will result in planned donations being cancelled or withdrawn.
Thank you for considering Trammart News & Publishing of Trammart Inc. ▪
By Anne Scheck
Trammart News Service, January 17, 2025
A fearless 4-H mom wants some answers. Make that numbers. Or better yet, make that answers with numbers.
Lena Calef of Independence, who is the current treasurer for Polk County’s 4-H Association, took her mathematical inquiries to a recent meeting of the county board of commissioners, and offered public testimony at a special session for Oregon State University’s Extension Service.
As an active 4-H participant for the past decade – and an award winner of the OSU Extension Cooperator's Award, which honors individuals and businesses for outstanding service – Calef came armed with arithmetic. She’d found only 379 members in 4-H’s November 2023 records and 385 members in OSU’s report. “The difference is 6,” she pointed out. “But that number shouldn’t be different.”
The number of 4-H leaders reported was off by three, she added.
Calef was looking for accountability – if numbers don’t match, how reliable is the rest of the information? Metrics are essential, Calef explained. They tell a story as almost nothing else can: who is active? Who isn’t?
Trends, if they exist, need to be explored, she said. “How many have left (4-H) and why? How many leave after a year or two? How many families only participate for one year because that is no cost to families?” she asked.
“I am concerned that we are not getting the whole picture,” she concluded.
Calef, who had to speak into a microphone at the board meeting, said she was nervous about her presentation.
The staff from the OSU Extension, who were on hand for the special session, didn’t acknowledge Calef during their time with the commissioners. So, Trammart News asked Western Regional Director Richard Riggs of OSU Extension Service his impression of the numerical questions posed by Calef.
“Well, it was a snapshot,” Riggs said, noting that there’s frequent fluctuation. All three commissioners seemed impressed by the testimony, however.
Craig Pope, chair of the Polk County Board of Commissioners, said he has always supported public testimony – and he thought Calef was a good example of it.
“I really appreciate her concerns,” added Commissioner Lyle Mordhorst. Commissioner Jeremy Gordon noted that such comments are part of seeking “public accountability,” a good action.
The three unanimously voted to re-appoint Calef to the OSU Extension Budget Committee. ▪