On the agenda: Canby Packet — data center (Aug 11)

CANBY UTILITY
REGULAR BOARD MEETING
AUGUST 11, 2026
7:00 P.M.
AGENDA
I.

CALL TO ORDER

II.

AGENDA
ƒ Additions, Deletions or Corrections to the Meeting Agenda

III.

CONSENT AGENDA
ƒ Approval of Agenda
ƒ Approval of Special Meeting Minutes of June 30, 2026, and Regular
Board Meeting Minutes of July 14, 2026 (pp. 1-10)
ƒ Approval of Payment of Water and Electric Bills

IV.

CITIZEN INPUT ON NON-AGENDA ITEMS Citizens wanting to speak
virtually, please email or call the Board Secretary-Clerk by 4:30 p.m. on August
11, 2026, with your name, the topic you would like to speak on, and contact
information: [email protected] or 503-263-4312.

V.

PRESENTATION Canby Water Supply Project Update – Andrew Nishihara,
Stantec

VI.

RECOMMENDATION Affirm General Manager’s Approval of Letter of
Engagement for Bond Counsel – Kari Duncan, General Manager (pp. 11-12)

VII.

RECOMMENDATION Authorize General Manager to Sign Letter of
Engagement for Financial Advisory Services – Kari Duncan, General Manager
(pp. 13-14)

VIII.

RESOLUTION NO. 346 Updating Canby Utility’s Customer Service Policies and
Procedures, Establishing Memorandum of Understanding for Electric System
Studies for New and Expanding Large Loads of 1MW or Greater – Kari Duncan,
General Manager (pp. 15-50)

IX.

BOARD REPORT
ƒ Chair Comments
ƒ Board Member Comments

X.

STAFF REPORTS
Finance Manager:
ƒ Fourth Quarter Year-End Financials (pp. 51-63)

Board Secretary:
ƒ Roof and Building Repair Update following Kittyhawk Explosion
ƒ Public Meetings Law and Ethics Training September 29 (pg. 64)
General Manager:
ƒ Political Advocacy Primer (pp. 65-68)
ƒ Manager’s Report (pp. 69-70)
XI.

EXECUTIVE SESSION The Canby Utility Board will adjourn its regular meeting
to go into executive session pursuant to ORS 192.660(2)(d) to discuss labor
negotiations. Upon completion of the executive session, the Board will return to
its regular meeting.

XII.

ADJOURN

CANBY UTILITY
SPECIAL MEETING MINUTES
JUNE 30, 2026
Board Present:

Chair Molamphy; Members Pendleton, Westcott, LeBlanc, and Yarbrough

Staff Present:

Kari Duncan, General Manager; Barbara Benson, Board Secretary; Mike
Schelske, Finance Manager; and Jason Peterson, Operations Field
Supervisor

Others Present:

Brian Hutchins and Keith Mason, Veolia Water North America; Eric
Ward, Andrew Nishihara and Bryan Black, Stantec; Katy Asher, PRR; Joe
Brennan; Corianne Burnett, Carollo; Keith Beckman and Jeff Wall,
Slayden; Jon Anderson, Brian Van Vleet, and Melissa Sandvold, Sundt;
Kern Batridge; Pat Vandusar, Jacobs; and Randy Ealy, City of Canby

Chair Molamphy called the Special Meeting to order at 6:00 p.m. The purpose of the special
meeting was to discuss matters related to the Canby Water Supply Program costs, the proposed
Stantec contract amendment, two proposed resolutions, and City Charter amendments.
Chair Molamphy presented the meeting agenda for consideration. He asked for any additions,
deletions, or corrections to the meeting agenda, and there were none.
Chair Molamphy presented the consent agenda for approval. Member LeBlanc made the
*MOTION to approve the consent agenda, consisting of the meeting agenda. Member Yarbrough
seconded, and the motion passed 5-0.
General Manager Kari Duncan, along with Bryan Black of Stantec, presented an overview of the
Canby Water Supply Program (CWSP) costs, rate impacts, and the community values summary.
The purpose of the discussion was to obtain Board direction regarding the appropriate balance
between project costs and the system's water quality, reliability, and future flexibility. The
presentation provided updated project cost information, engineering options, preliminary rate
modeling, and considerations under Stantec’s Year 2 services.
Bryan Black of Stantec discussed alternative water supply options evaluated as part of the
CWSP, including potential partnerships with the City of Wilsonville and the South Fork Water
Board. He noted that a partnership with Wilsonville is not expected to move forward due to their
capacity constraints, while the South Fork Water Board remains open to further discussion but
would require a long transmission pipeline and treatment plant expansion.
Black reported that groundwater options and an aquifer storage and recovery (ASR) system have
been considered, with ASR requiring additional study and only serving to provide supplemental
storage. He also noted that upgrades to the existing Molalla treatment plant are constrained by
site limitations and would not fully address future capacity, taste and odor, or seismic resilience.
A pipeline from the Willamette River to the Molalla treatment plant was also considered but is
not a preferred strategy. Black stated that developing a Willamette supply remains the preferred
option for continued evaluation.

1

Canby Utility
Special Meeting Minutes
June 30, 2026
Page 2 of 6

Member Westcott asked about adjacent property near the existing plant that is currently not
being utilized, noting potential existing restrictions and buffering associated with it. Black stated
that prior investigation of the property has not resulted in a feasible acquisition and that use of
the property for expansion has challenges.
Member LeBlanc asked about other cities that utilize ASR and whether it is cost-effective. Black
responded, noting that it is dependent on suitable geological conditions. ASR can reduce
required treatment plant capacity by providing storage; however, it is not a standalone supply
solution.
Black discussed Willamette water supply intake options, including the Wilsonville-style intake
concept designed for a large pump station and intake facility, which would provide a robust
baseline but at higher cost and with more substantial structural and in-water construction
requirements. He also reviewed the Value Engineering (VE) alternative involving an inclined
pump station configuration intended to reduce deep structural elements and lower initial costs.
This option would still require further evaluation related to constructability, operations, and risk.
This system would utilize submersible pumps located on an incline to convey water to the
treatment plant, eliminating the need for micro-tunneling and deep excavation.
Both intake options could achieve similar capacity goals, including phased development to 20
million gallons per day (MGD), with an initial capacity of 10 MGD. He added that the options
are comparable in cost, with the inclined pump alternative anticipated to be slightly lower. Black
stated that both options would replace the existing Molalla treatment plant.
Chair Molamphy asked about seismic resilience and the extent of earthquake evaluation included
in the design. Black explained that limited seismic evaluation has been completed to date, but
that further assessment of vulnerabilities will occur over the next year. He also noted that the
inclined pump intake cost assumptions include bank stabilization.
Black next discussed water treatment technologies for addressing taste and odor, PFAS, and
emerging contaminants, including the use of powdered activated carbon (PAC), granular
activated carbon (GAC), membrane filtration, and ozone treatment. He reviewed three treatment
alternatives. The first alternative, modeled after the Wilsonville water treatment plant,
incorporates compact clarification, ozone, and GAC filtration. He noted that this alternative
provides the most comprehensive treatment but also represents the highest-cost option.
VE Alternative Option 1 incorporates Actiflo-carb clarification and granular media filtration,
utilizing PAC and compact clarification prior to filtration to effectively address taste and odor,
cyanotoxins, and suspended particulates. The modular design allows the facility to be
constructed in phases, reducing initial capacity requirements and capital cost while and
preserving the flexibility to add ozone treatment in the future.
VE Alternative Option 2 incorporates membrane filtration and GAC, utilizing advanced
membrane technology as a physical barrier to remove particulates and other contaminants. Like
Alternative Option 1, this design is modular and can be constructed in phases, allowing for future
expansion as needed. Black noted that the alternative also preserves the flexibility to incorporate

2

Canby Utility
Special Meeting Minutes
June 30, 2026
Page 3 of 6

ozone treatment in the future while providing enhanced treatment performance for taste and odor
control compared to VE Alternative Option 1.
Black presented conceptual renderings of the three treatment plant alternatives, along with
conceptual site layouts for each proposed configuration. He explained that VE Alternatives 1 and
2 do not include ozone treatment in the initial phase but are designed to accommodate the future
addition of ozone treatment. He also noted that both VE alternatives provide flexibility for
phased expansion through the construction of additional treatment buildings as future capacity
demands increase.
Black stated that all three treatment alternatives are capable of meeting current regulatory
requirements and anticipated future water quality needs. He explained that the Wilsonville-style
treatment plant provides the highest level of treatment for taste and odor, with VE Alternative 2
offering the next highest level of performance due to its inclusion of GAC. He added that the
relative effectiveness of the alternatives for treating algal toxins, PFAS, and other emerging
contaminants follows a similar ranking, with the Wilsonville-style plant providing the greatest
treatment capability, followed by VE Alternative 2 and then VE Alternative 1.
The Board discussed contaminant removal during the filtration process, the absence of GAC at
the existing treatment plant, comparative efficiency, upgrade requirements, and lifecycle costs,
as well as the operational impacts and long-term considerations associated with maintaining two
separate water treatment facilities.
Black presented a projected summary cost analysis based on an AACE International Class 4
estimate appropriate for a conceptual level of design. The estimate includes a 25 percent
contingency, assumes 3.5 percent annual cost escalation, and is based on an anticipated 24month construction period with the midpoint of construction occurring around 2030.
The construction-only costs for the intake, transmission pipeline, and treatment plant range from
approximately $126 million to $164 million, with treatment capacity ranging from 2 to 10 MGD.
He noted that these estimates represent a significant increase from the approximately $66 million
construction cost identified in the 2023 Water Master Plan.
Black explained that lower-capacity alternatives would require the continued operation of the
existing Molalla treatment plant, while higher-capacity alternatives would provide sufficient
capacity to retire the existing plant. He stated that the total estimated project costs range from
approximately $150 million to $194 million, depending on the selected capacity and treatment
alternative. He further noted that these estimates are lower than those presented to the Board in
February, which projected total project costs of approximately $250 million for a more robust
treatment facility.
Black stated that while Stantec was evaluating value engineering (VE) alternatives, PRR,
Stantec's public outreach subconsultant, conducted a community survey to better understand
public preferences. The survey indicated that most respondents favored a balanced investment
approach over selecting the lowest-cost option. He explained that the VE alternatives were
developed to provide a range of cost options through a modular design approach that reduces

3

Canby Utility
Special Meeting Minutes
June 30, 2026
Page 4 of 6

initial capital costs while preserving the flexibility for future expansion and treatment
enhancements as system needs evolve.
Black stated that water quality, particularly taste and odor, was identified through the community
survey as one of the public's highest priorities. He explained that all three proposed treatment
alternatives are designed to address taste- and odor-causing compounds as well as cyanotoxins.
He further noted that respondents also identified a reliable year-round water supply as a key
concern, and that development of a new Willamette intake and treatment plant represents an
important first step toward improving the community's long-term water supply reliability.
Black reviewed the tradeoffs associated with each treatment plant alternative, comparing initial
capital costs, primary benefits, and key considerations. He explained that the 10 MGD
Willamette treatment plant alternatives would provide sufficient capacity to support retirement of
the existing Molalla treatment plant. In contrast, the lower-capacity 2 to 6 MGD alternatives
would require the continued operation of the Molalla plant until additional Willamette treatment
capacity is constructed.
Chair Molamphy expressed concerns about relying on the existing Molalla River Water
Treatment Plant as a long-term supplemental source, citing reliability, seismic resilience, and the
potential presence of cyanotoxins, noting that the current plant does not have the capability to
remove those contaminants. Black responded that he shares similar concerns regarding the longterm reliability of the Molalla River treatment plant as a secondary water supply source.
Finance Manager Mike Schelske presented preliminary rate modeling results, noting that the
scenarios illustrate how different project cost options could affect customer rates over time. He
explained that the projections are based on assumptions regarding financing, grants, project
escalation, population growth, inflation, and final project scope, including a 35-year WIFIA loan
at 4.5 percent with a five-year payment deferral, 1.4 percent annual population growth, and 3.5
percent annual inflation. An average residential monthly bill was used to compare the projected
rate impacts of each option. General Manager Kari Duncan emphasized that the rate modeling is
preliminary and noted that lower-cost alternatives requiring continued operation of the Molalla
treatment plant would also require future capital investments in that facility.
Black stated that the higher-cost alternatives provide greater treatment capability and system
resilience, while the VE Alternative options were developed to balance costs with community
priorities.
General Manager Kari Duncan presented the proposed Year 2 Owner's Representative Services
Agreement with Stantec, explaining that the firm was previously retained under a multi-year
agreement to provide permitting, preliminary design, and owner's representative services for the
CWSP. The proposed amendment would extend the agreement into the next phase of the project.
Black reviewed the proposed Year 2 scope of work, explaining that the amendment would
extend the contract from August 2026 through September 2027. He stated that the scope includes
permit application support, land use and right-of-way coordination, project management,
procurement planning, value engineering, cost estimating, funding support, and public outreach.

4

Canby Utility
Special Meeting Minutes
June 30, 2026
Page 5 of 6

Black noted that the proposed budget includes approximately 4,885 labor hours, a base fee of
$2,652,835, and $600,000 in management reserves, for a total of $3,252,835. Duncan noted that
this contract amendment was included in the Fiscal Year 27 adopted budget.
Member LeBlanc stated that he believes the proposal is consistent with the Board's previous
direction and made the *MOTION to approve Amendment 4 of the Stantec Owner’s
Representative Contract, consisting of $2,652,835 in services for permit application support,
project controls and program management, and a $600,000 management reserve. Member
Pendleton seconded, and the motion passed 5-0.
Finance Manager Mike Schelske presented proposed Resolution No. 344, authorizing the use of
regulatory accounting under GASB Statement No. 62 for insurance proceeds received during the
fiscal year in connection with the property damage caused by the Kittyhawk explosion. Schelske
stated that the action would allow the utility to recognize the insurance proceeds in the same
fiscal period as the related repair expenditures. He noted that Canby Utility received a significant
insurance payment from City County Insurance Services in March for anticipated building
repairs. Because the majority of the repair work will not be completed until the following fiscal
year, the proposed accounting treatment would align the recognition of the insurance proceeds
with the associated repair costs.
Member Westcott made the *MOTION to adopt Resolution No. 344, authorizing the use of
regulatory accounting under GASB 62 for the insurance proceeds received this fiscal year.
Member LeBlanc seconded, and the motion passed 5-0.
Finance Manager Mike Schelske presented proposed Resolution No. 345 adopting a Custodial
Credit Risk Policy. He explained that the policy would formally document the utility’s approach
to managing custodial credit risk in accordance with Oregon law and GASB Statement No. 40.
Schelske explained that custodial credit risk is the risk that, in the event of a financial
institution's failure, Canby Utility's deposits may not be recovered. Although Canby Utility
mitigates this risk by depositing funds only in Qualified Public Depositories, he noted that the
utility does not currently have a formally adopted policy documenting its approach to managing
custodial credit risk. Member LeBlanc made the *MOTION to adopt Resolution No. 345,
adopting the Custodial Credit Risk Policy. Member Pendleton seconded, and the motion passed
5-0.
General Manager Kari Duncan provided an update on the proposed amendments to Chapter X –
Utilities of the Canby City Charter. She explained that the revisions are being coordinated with
the City's broader charter update process, with the proposed amendments expected to appear on
the November ballot. Duncan noted that the proposed charter amendments are scheduled to be
submitted to Clackamas County in August. Duncan reviewed the key revisions previously
discussed by the Board, including restoring exclusive jurisdiction and management of the water
utility to the Canby Utility Board, aligning the charter language governing the water utility with
that of the electric utility, extending Board member term limits from two to three consecutive
terms, and updating the revenue bond provisions to authorize financing for both the water and
electric utilities.

5

Canby Utility
Special Meeting Minutes
June 30, 2026
Page 6 of 6

Duncan reviewed comments received from the City Council, including proposed language
clarifying the Board's authority over the water and electric utilities and revisions to the General
Manager's duties to better align with those of the City Administrator. She also discussed
proposed revisions related to revenue bond authority.
Member Pendleton asked about the language requiring approval by a majority of registered
voters, suggesting that authority to issue revenue bonds could instead rest with the Board.
Duncan explained that Oregon law already requires a public notice and petition process before
revenue bonds may be issued. Member Westcott noted that the existing charter provision
originated from historical concerns surrounding the Washington Public Power Supply System
(WPPSS). Duncan stated that she had prepared two alternative versions of the proposed charter
amendments for the Board's consideration before forwarding a recommendation to the City.
Member LeBlanc asked how a Water Infrastructure Finance and Innovation Act (WIFIA) loan
would be addressed under the proposed charter revisions. Duncan explained that a WIFIA loan is
a form of debt issuance and would be treated similarly to revenue bonds. She noted that staff is
working to retain bond counsel to review the proposed charter language and ensure the revisions
appropriately address financing authority. Duncan further stated that the City Council intends to
review the Board's requested amendments and that additional revisions, including replacing
references to "bond" issuance with the broader term "debt," remain under consideration. Board
members expressed concerns regarding the proposed voter approval requirement, and Duncan
stated that legal counsel would review the language and provide additional guidance.
Duncan also reviewed the City Council’s proposed revisions to Section 7 - Annual Accounting
and Budget. She explained that the Council added language requiring Canby Utility to prepare
and submit a quarterly operations report in accordance with a mutually agreed-upon policy to be
adopted by the City Council and the Canby Utility Board. Duncan stated that she anticipates the
report would be similar in format and content to the quarterly operational reports that staff
currently provides to the Board.
Member Yarbrough made the *MOTION to adjourn the special meeting. Member Westcott
seconded, and the motion passed 5-0.
The meeting adjourned at 8:18 p.m.

John Molamphy, Chair

Ron Yarbrough, Member

Ron LeBlanc, Member

Jack Pendleton, Member

Robert Westcott, Member

Barbara Benson, Board Secretary

6

CANBY UTILITY
REGULAR BOARD MEETING MINUTES
JULY 14, 2026
Board Present:

Chair Molamphy; Members Pendleton, Westcott, LeBlanc, and Yarbrough

Staff Present:

Kari Duncan, General Manager; Barbara Benson, Board Secretary; Mike
Schelske, Finance Manager; Sergio Avalos, Customer Service Supervisor;
Jason Berning, Operations Manager; and Jason Peterson, Operations Field
Supervisor

Others Present:

Brian Hutchins, Veolia Water North America; Daniel Stearns, City
Council Liaison; Matt Dale and Mark Johnston, Canby Fire Department;
Joe Brennan; and Melody Thompson

Chair Molamphy called the Regular Board Meeting to order at 7:00 p.m.
Chair Molamphy presented the meeting agenda for consideration. He asked for any additions,
deletions, or corrections to the meeting agenda, and there were none.
Chair Molamphy presented the consent agenda for approval. Member Westcott made the
*MOTION to approve the consent agenda, consisting of the meeting agenda, regular meeting
minutes of June 9, 2026, as presented, and payment of water and electric bills in the amount of
$1,342,737.94. Member Yarbrough seconded, and the motion passed 5-0.
Chair Molamphy asked for citizen input on non-agenda items, and there was none.
Chair Molamphy recognized Melody Thompson in honor of her six years of service and
leadership, thanking her for her dedication to the Canby Utility Board. Thompson was presented
with a meter lamp in recognition of her service.
Canby Fire Chief Matt Dale and Fire Inspector Mark Johnston presented an update on the
Kittyhawk explosion that occurred in February. Johnston, who is serving as the lead investigator,
explained that the explosion occurred when a pressure vessel ruptured during the cooldown
process while a crane was positioned over the vessel. He said the vessel fractured into large
sections, indicating a pressure-related failure rather than a fire or gas explosion. Because of the
crane's position at the time of the event, debris was deflected in multiple directions. One vessel
plug, weighing more than 15,000 pounds, was propelled approximately 800 vertical feet before
landing near the adjacent RV storage lot. Johnston reported that investigators are conducting
metallurgical testing to determine the cause of the failure and that Kittyhawk has cooperated
fully with the investigation. He noted that the company has expressed interest in rebuilding,
although the plans remain uncertain.

7

Canby Utility
Regular Board Meeting Minutes
July 14, 2026
Page 2 of 4

Member Westcott asked about the pressure relief system. Johnston explained that the pressure
relief alarm activated immediately before the vessel failed and that investigators are evaluating
several possible causes, including a material defect. He noted that the vessel was in its seventh
year of a ten-year inspection cycle and that Oregon OSHA is evaluating whether inspection
intervals should be shortened.
Member Yarbrough asked whether similar incidents had resulted in fatalities. Johnston explained
that fatalities have occurred in historical pressure vessel explosions at other locations, but no
lives were lost in the Canby incident. He also discussed the Oregon State Fire Marshal’s
Community Right to Know program (CR2K), which provides information about facilities that
store regulated quantities of hazardous materials. The program was referenced in connection
with concerns about the argon gas stored at Kittyhawk.
Johnston thanked Canby Utility staff for their assistance during the emergency response,
recognizing employees for their prompt actions in disconnecting electrical service and
supporting emergency operations.
General Manager Kari Duncan thanked Chief Dale, Assistant Chief English, and Fire Inspector
Johnston for speaking with utility employees and the Board. She stated that employees
appreciated the opportunity to ask questions following the incident and noted that staff continues
to have concerns regarding any future rebuilding of the facility. Duncan said that employee
concerns have not been shared with Kittyhawk directly and that she would discuss it further with
the Board to determine if a letter of comment is supported.
Member Yarbrough asked about the City's review process should Kittyhawk rebuild. Johnston
explained that land use and zoning decisions fall under the City's authority, while the Fire
Department is responsible for enforcing applicable fire codes. A discussion ensued regarding the
City’s review process that involves pre-application and pre-construction meetings to review
project requirements.
General Manager Kari Duncan presented a proposed Memorandum of Understanding (MOU) for
prospective large electric load customers. She explained that recent requests from potential large
commercial customers have triggered requirements from the Bonneville Power Administration
(BPA) and Portland General Electric (PGE) to conduct feasibility, system impact, and facilities
studies to determine whether sufficient transmission capacity is available to serve the customer’s
requested load. The requirement to conduct studies is relatively new, and currently policy does
not have a method to assign fees and expenses associated with the studies, noting that the
deposits for each study can range between $50,000 and $75,000.
Duncan stated that staff worked with special legal counsel to develop an MOU that would serve
as a template agreement for electric service requests of one megawatt or greater. The agreement
would require developers to reimburse Canby Utility for all costs associated with the BPA and
PGE studies, as well as any cost that the utility incurred as a result of the request. She noted that
staff plans to present the Board with a resolution and policy update to formally implement the

8

Canby Utility
Regular Board Meeting Minutes
July 14, 2026
Page 3 of 4

process in August.
Member Pendleton asked whether developers would be required to pay a deposit. Duncan
explained that deposits are not currently required unless requested by BPA or PGE. Discussion
ensued regarding requiring deposits or other financial assurances to protect the utility if a project
does not move forward. Member Westcott suggested the possibility of a bond, while Member
LeBlanc expressed a preference for cash deposits and recommended periodically reviewing
study costs to ensure they remain aligned with BPA and PGE fee schedules. Human
Resources/Administration Manager Barbara Benson noted that study costs may increase if both
substations are affected by a proposed development.
Discussion also followed regarding the allocation of future infrastructure costs associated with
large developments. Operations Manager Jason Berning explained that infrastructure costs can
be allocated among multiple developments when appropriate. Duncan stated that the proposed
MOU is intended to ensure the utility is prepared to respond to future large load requests. The
proposed agreement applies only to electric service requests but could be adapted for water
service if needed.
For the Board Report, Chair Molamphy thanked Duncan for coordinating the Canby Fire
Department's presentation regarding the Kittyhawk incident and potential future plans.
Member Pendleton asked about the City's Urban Growth Boundary (UGB) planning efforts and
whether Stantec had identified a preferred location for the new water treatment plant. Duncan
stated that staff is currently focused on the alternatives analysis and that Site 10, which is owned
by Canby Utility, remains the primary location under evaluation, although the alternate site has
not been eliminated.
Member Pendleton also referenced a recent public meeting regarding the UGB, expressing
concern that potential boundary changes could affect the proposed plant locations. Duncan stated
that she serves on the Project Advisory Committee for the UGB planning effort and explained
that the proposed treatment plant sites are not located within the areas currently being considered
for expansion. She added that the County has indicated the placement of a water treatment plant
in Site 11 is an allowed use at that location. Discussion followed regarding rural reserve
designations and the potential impacts of future land use decisions.
No further comments were made during the Board Report.
Operations Manager Jason Berning presented the quarterly reliability report, noting that two
outages occurred during the quarter. One outage was caused by an overhead transformer failure
on the north side of town, and the second occurred when a squirrel damaged a fuse near Locust
and 3rd. Berning reported that service was restored quickly in both instances.
General Manager Kari Duncan provided a staff report, thanking staff for their participation in the
Fourth of July parade. She also provided an update on the City of Canby's UGB planning efforts,

9

Canby Utility
Regular Board Meeting Minutes
July 14, 2026
Page 4 of 4

noting that she continues to participate on the Advisory Committee. Staff is monitoring the
potential impacts of future growth as the City plans to incorporate a significant amount of land
for both commercial and residential development into the UGB.
Duncan reported that Stantec is preparing responses to Board questions from the June 30 Special
Board meeting that discussed the Canby Water Supply Program alternatives analysis, including
questions related to reliability, operating costs, and life-cycle costs. Stantec will return at a future
meeting to present the information. She noted that community outreach on the project continues,
including presentations to the Rotary Club and an upcoming presentation to the Kiwanis Club.
Duncan stated that commissioning of the electric vehicle charging station is scheduled to begin
on July 20. She also announced that Canby Utility plans to participate in the Molalla River
Symposium in September, which will focus on recent significant events affecting the river. In
addition, SDAO ethics training has been scheduled for September 29, with Canby Utility serving
as the host.
Duncan reported that several organizations have submitted a letter of concern to the Oregon
Government Ethics Commission regarding ambiguity in certain ethics rules and related guidance.
She stated that she would share the letter with the Board. The letter was signed by both the
League of Oregon Cities and the Special Districts Association of Oregon.
Lastly, Duncan reported that the Canby City Council is expected to take final action on the
proposed Chapter X - Utilities City Charter amendment, which will be on the November ballot.
Member LeBlanc made the *MOTION to adjourn the regular meeting. Member Westcott
seconded, and the motion passed 5-0.
The meeting adjourned at 8:05 p.m.

John Molamphy, Chair

Ron Yarbrough, Member

Ron LeBlanc, Member

Jack Pendleton, Member

Robert Westcott, Member

Barbara Benson, Board Secretary

10

MEMORANDUM
To:

Chair Molamphy, Members Pendleton, Yarbrough, LeBlanc, ĂŶĚtĞƐƚĐŽƩ

From:

Kari Duncan, General Manager and Mike Schelske, Finance Manager

Date:

August 5, 2026

Subject:

Professional Services >ĞƩĞƌŽĨŶŐĂŐĞŵĞŶƚĨŽƌBond Counsel

ZĞĐŽŵŵĞŶĚĞĚDŽƟŽŶ͗I move to ĂĸƌŵƚŚĞ'ĞŶĞƌĂůDĂŶĂŐĞƌ͛ƐĂƉƉƌŽǀĂůŽĨƚŚĞůĞƩĞƌ
ŽĨĞŶŐĂŐĞŵĞŶƚĨŽƌŽŶĚŽƵŶƐĞů^ĞƌǀŝĐĞƐǁŝƚŚ,ĂǁŬŝŶƐĞůĂĮĞůĚΘtŽŽĚ>>W͘

Background:
Overview of Selection
SťÍƯϙèĺIJîŪèťôîϙÍIJϙĖIJċĺŘıÍīϙŜĺīĖèĖťÍťĖĺIJϙŕŘĺèôŜŜϙťĺϙŜôīôèťϙÍϙīÍſϙƱŘıϙťĺϙŜôŘŽôϙÍŜϙæĺIJîϙ
èĺŪIJŜôīϙċĺŘϙťēôϙÍIJæƅϙ®ÍťôŘϙ‹Ūŕŕīƅϙ„ŘĺĤôèť ϼ®‹„Ͻϟϙϙ‹ťÍƯϙŘôèĺııôIJîŜ ŜôīôèťĖIJČ FÍſħĖIJŜϙ
"ôīÍƱôīîϙЭϙ®ĺĺîϙ[[„ϙťĺϙŜôŘŽôϙÍŜϙæĺIJîϙèĺŪIJŜôīϙċĺŘϙÍIJæƅϙ˜ťĖīĖťƅϟϙϙ
“ēôϙ‹ĺīĖèĖťÍťĖĺIJϙ„ŘĺèôŜŜ
“ſĺϙīÍſϙƱŘıŜϙſĖťēϙæĺIJîϙèĺŪIJŜôīϙŜŕôèĖÍīťĖôŜϙÍIJîϙĺƯĖèôŜϙĖIJϙťēôϙ„ĺŘťīÍIJîϙaôťŘĺϙÍŘôÍϙſôŘôϙ
èĺIJťÍèťôî, ÍIJîϙæĺťēϙƱŘıŜϙŜŪæıĖťťôîϙŜťÍťôıôIJťŜϙĺċϙŗŪÍīĖƱèÍťĖĺIJŜϙÍIJîϙŕŘĺŕĺŜÍīŜϟϙ
(ŽÍīŪÍťĖĺIJϙ
“ēôϙŜťÍťôıôIJťŜϙĺċϙŗŪÍīĖƱèÍťĖĺIJŜϙſôŘôϙŘôŽĖôſôîϙÍīĺIJČϙſĖťēϙôŜťĖıÍťôîϙċôôŜϙÍIJîϙæĖīīĖIJČϙťôŘıŜϟϙ
ĺťēϙƱŘıŜϙēÍŽôϙŜťŘĺIJČϙèŘôîôIJťĖÍīŜϙÍIJîϙôƄŕôŘĖôIJèôϙĖIJϙÍīīϙťƅŕôŜϙĺċϙîôæťϙĖŜŜŪÍIJèôϟϙĺťēϙēÍŽôϙ
ŕŘĺŽĖîôîϙæĺIJîϙèĺŪIJŜôīϙŜôŘŽĖèôŜϙťĺϙIJŪıôŘĺŪŜϙèĖťĖôŜϠϙèĺŪIJťĖôŜϠϙŜèēĺĺīŜϠϙÍIJî ıŪIJĖèĖŕÍīϙ
ŪťĖīĖťĖôŜϙĖIJϙiŘôČĺIJϟϙĺťēϙēÍŽôϙæôôIJϙĖIJŽĺīŽôîϙĖIJϙîôæťϙĖŜŜŪôŜϙĺċϙĺŽôŘϙщ͐͏͏ϙıĖīīĖĺIJϟ
>ôôŜϙſôŘôϙèĺıŕÍŘÍæīô, ÍīťēĺŪČēϙèēÍŘČôŜϙċĺŘϙıĖŜèôīīÍIJôĺŪŜϙĺŘϙЊĺŪť-of-ŜèĺŕôЋϙſĺŘħϙſôŘôϙ
IJĺťϙîôťÍĖīôîϟϙ
“ēôϙīÍŜťϙèĺIJŜĖîôŘÍťĖĺIJϙſÍŜϙťēôϙƱŘıŜЍϙŕŘĖĺŘϙēĖŜťĺŘƅϙſĖťēϙÍIJæƅϙ˜ťĖīĖťƅϙÍIJîϯĺŘϙťēôϙĖťƅϙĺċϙ
ÍIJæƅϟϙFÍſħĖIJŜϙſÍŜϙæĺIJîϙèĺŪIJŜôīϙċĺŘϙťēôϙ͑͏͏͓ϙÍIJîϙ͑͏͏͖ϙæĺIJîϙĖŜŜŪôŜϙæƅϙťēôϙĖťƅϙĺċϙÍIJæƅϙ
ϼċĺŘϙÍIJæƅϙ˜ťĖīĖťƅϽϙÍIJîϙťēôϙ͑͏͓͐ϙÍIJîϙ͑͏͖͐ϙŘôċŪIJîĖIJČϙæĺIJîŜϟ
‹ôīôèťĖĺIJϙ"ôèĖŜĖĺIJ

ċťôŘϙèÍŘôċŪīϙŘôŽĖôſϙÍIJîϙôŽÍīŪÍťĖĺIJϠϙÍIJîϙèĺIJŜĖîôŘÍťĖĺIJϙĺċϙŕŘĖĺŘϙſĺŘħϙēĖŜťĺŘƅϠϙFÍſħĖIJŜϙſÍŜϙ
ŜôīôèťôîϙÍŜϙťēôϙŜťÍƯϙŘôèĺııôIJîÍťĖĺIJϙťĺϙťēôϙĺÍŘîϙto ŜôŘŽôϙÍŜ æĺIJîϙèĺŪIJŜôīϙċĺŘϙťēôϙ®‹„.

11

ŽŶĚŽƵŶƐĞůZĞĐŽŵŵĞŶĚĂƟŽŶ
Page 2
ŪîČôťϙĺIJŜĖîôŘÍťĖĺIJŜϙ
“ēôϙťĺťÍīϙċôôŜϙċĺŘϙŜôŘŽĖèôŜϙſĖīīϙîôŕôIJîϙĺIJϙťēôϙƱIJÍīϙŕŘĺĤôèťϙèĺŜťϙĺċϙťēôϙ®‹„ ÍIJîϠϙťēôŘôċĺŘôϠ
ťēôϙŜèĺŕôϙĺċϙƱIJÍIJèĖÍīϙŜôŘŽĖèôŜϙťĺϙŜŪŕŕĺŘťϙťēôϙÍŕŕīĖèÍťĖĺIJϙċĺŘϙæĺIJîŜϠϙīĺÍIJŜϠϙČŘÍIJťŜ, ÍIJîϙ
ĺťēôŘϙċŪIJîĖIJČϙŘôŜĺŪŘèôŜϟϙ“ēô ŜŕôèĖƱèϙæŪîČôťϙÍīīĺèÍťĖĺIJϙċĺŘϙťēĖŜϙŜôŘŽĖèôϙēÍŜϙIJĺťϙæôôIJϙ
îôŜĖČIJÍťôî ÍIJîϙſĖīīϙIJôôîϙťĺϙæôϙîôŜĖČIJÍťôîϙÍŜϙŕÍŘťϙĺċϙťēôϙıĺŘôϙîôťÍĖīôîϙ®‹„ϙæŪîČôťϙĺIJèôϙ
ÍϙƱIJÍīϙŕŘĺĤôèťϙæŪîČôťϙĖŜϙîôťôŘıĖIJôî.

12

MEMORANDUM
To:

Chair Molamphy, Members Pendleton, Yarbrough, LeBlanc, ĂŶĚtĞƐƚĐŽƩ

From:

Kari Duncan, General Manager, and Mike Schelske, Finance Manager

Date:

August 5, 2026

Subject:

Professional Services >ĞƩĞƌŽĨŶŐĂŐĞŵĞŶƚĨŽƌ&ŝŶĂŶĐŝĂůĚǀŝƐŽƌ

ZĞĐŽŵŵĞŶĚĞĚDŽƟŽŶ͗I move to authorize the General Manager to ƐŝŐŶƚŚĞůĞƩĞƌŽĨ
engagement for Financial Advisory Services with PFM Financial Advisors, LLC.

Background
Overview of Selection
“ēôϙ(ŽÍīŪÍťĖĺIJϙĺııĖťťôôϠϙèĺıŕŘĖŜôîϙĺċϙÍIJæƅϙ˜ťĖīĖťƅϙ‹ťÍƯϠϙèĺIJîŪèťôîϙÍϙèĺıŕôťĖťĖŽô
ŜĺīĖèĖťÍťĖĺIJϙŕŘĺèôŜŜϙťĺϙŜôīôèťϙÍϙƱŘıϙťĺϙŜôŘŽôϙÍŜϙťēôϙƱIJÍIJèĖÍīϙÍîŽĖŜĺŘϙċĺŘϙťēôϙÍIJæƅϙ®ÍťôŘϙ
‹Ūŕŕīƅϙ„ŘĺĤôèťϙƱIJÍIJèĖIJČϙôƯĺŘťŜϟ
The Solicitation Process
“ēŘôôϙƱŘıŜϙſôŘôϙèĺIJťÍèťôî, ÍIJîϙťēôϙŪťĖīĖťƅϙŘôèôĖŽôîϙťſĺϙŕŘĺŕĺŜÍīŜϟϙϙResults are shown
below:
Firm

Result

#1

SOQs and Proposal rec’d 6/30/25

#2

Declined to propose

#3

SOQs and Proposal rec’d 7/02/26

Evaluation
“ēôϙèĺııĖťťôôϙŘôŽĖôſôîϙôÍèēϙƱŘıЍŜϙŜťÍťôıôIJťϙĺċϙŗŪÍīĖƱèÍťĖĺIJŜϙÍīĺIJČϙſĖťēϙťēôĖŘϙŕŘĺŕĺŜôîϙ
ċôôŜϙÍIJîϙæĖīīĖIJČϙťôŘıŜϟϙĺťēϙƱŘıŜϙîôıĺIJŜťŘÍťôîϙŜťŘĺIJČϙèŘôîôIJťĖÍīŜϙÍIJîϙôƄťôIJŜĖŽôϙ
ôƄŕôŘĖôIJèôϙÍèŘĺŜŜϙıŪīťĖŕīôϙťƅŕôŜϙĺċϙîôæťϙĖŜŜŪÍIJèôϟϙ(ÍèēϙēÍŜϙŕŘĺŽĖîôîϙƱIJÍIJèĖÍīϙÍîŽĖŜĺŘy
ŜôŘŽĖèôŜϙťĺϙIJŪıôŘĺŪŜϙiŘôČĺIJϙèĖťĖôŜϠϙèĺŪIJťĖôŜϠϙŜèēĺĺīϙîĖŜťŘĖèťŜϠϙÍIJîϙıŪIJĖèĖŕÍīϙŪťĖīĖťĖôŜϠϙÍIJîϙ
æĺťēϙēÍŽôϙŕÍŘťĖèĖŕÍťôîϙĖIJϙťŘÍIJŜÍèťĖĺIJŜϙôƄèôôîĖIJČϙщ͐͏͏ϙıĖīīĖĺIJϟ
>ôôϙŜťŘŪèťŪŘôŜϙſôŘôϙîĖƯĖèŪīťϙťĺϙèĺıŕÍŘôϙîĖŘôèťīƅϟϙFirm #1 proposed a tiered fee schedule
that ĖIJèīŪîôîϙÍϙæÍŜôϙċôôϙŕīŪŜϙĖIJèŘôıôIJťÍīϙÍıĺŪIJťŜϙÍæĺŽôϙťēÍťϙæÍŜôϟϙFirm #3’s tiered
ŜèēôîŪīôϙŕŘĺŽĖîôîϙıĖIJĖıŪıϙÍIJîϙıÍƄĖıŪıϙċôôŜϙÍťϙŽÍŘĖĺŪŜϙîôæťϙīôŽôīŜϢϙēĺſôŽôŘϠϙťēôϙťĖôŘŜϙ
ŪŜôîϙæƅϙôÍèēϙƱŘıϙîĖîϙIJĺťϙÍīĖČIJϠϙıÍħĖIJČϙÍϙŕŘôèĖŜôϙèĺıŕÍŘĖŜĺIJϙĖıŕŘÍèťĖèÍīϟ

13

Financial Advisor >ĞƩĞƌŽĨŶŐĂŐĞŵĞŶƚ
Page 2

"ôŜŕĖťôϙťēôŜôϙîĖƯôŘôIJèôŜϠϙťēôϙèĺııĖťťôôϙèĺIJèīŪîôîϙťēÍťϙĺŽôŘÍīīϙċôôŜϙſĺŪīîϙīĖħôīƅϙæôϙ
èĺıŕÍŘÍæīôϙĺIJèôϙťēôϙƱIJÍīϙŜĖƏôϙĺċϙťēôϙîôæťϙĖŜŜŪÍIJèôϙĖŜϙîôťôŘıĖIJôîϟ
The last consideration was ťēôϙƱŘıŜЍϙprior history with Canby Utility and/or the City of
ÍIJæƅϟϙ>ĖŘıϙϭ͐ϙſÍŜϙťēôϙƱIJÍIJèĖÍīϙÍîŽĖŜĺŘϙċĺŘϙťēôϙ͑͏͏͖ϙæĺIJîϙĖŜŜŪôϙæƅϙťēôϙĖťƅϙĺċϙÍIJæƅϙϼċĺŘϙ
ÍIJæƅϙ˜ťĖīĖťƅϽϙÍIJîϙťēôϙ͑͏͖͐ϙŘôċŪIJîĖIJČϙæĺIJîϙĖŜŜŪôϟ
‹ťÍƯϙ‡ôèĺııôIJîÍťĖĺIJϡ

ċťôŘϙèÍŘôċŪīϙŘôŽĖôſϙÍIJîϙôŽÍīŪÍťĖĺIJϠϙÍIJîϙèĺIJŜĖîôŘÍťĖĺIJϙĺċϙŕŘĖĺŘϙſĺŘħϙēĖŜťĺŘƅϠ ŜťÍƯϙ
recommends >ĖŘıϙϭ͐Ϡϙ„>aϙ>ĖIJÍIJèĖÍīϙ
îŽĖŜĺŘŜϠϙťĺϙæôϙťēôϙƱIJÍIJèĖÍīϙÍîŽĖŜĺŘϙċĺŘϙťēôϙ®‹„ϙ
ƱIJÍIJèĖIJČϟ
ŪîČôťϙĺIJŜĖîôŘÍťĖĺIJŜϡϙ
The total fees for services will depend on the ƱIJÍīϙŕŘĺĤôèťϙèĺŜťϙĺċϙťēôϙÍIJæƅϙ®ÍťôŘϙ‹Ūŕŕīƅϙ
„ŘĺČŘÍıϠϙÍIJîϙťēôŘôċĺŘôϙťēôϙŜèĺŕôϙĺċϙƱIJÍIJèĖÍīϙŜôŘŽĖèôŜϙťĺϙŜŪŕŕĺŘťϙťēôϙÍŕŕīĖèÍťĖĺIJϙċĺŘϙæĺIJîŜϠϙ
īĺÍIJŜϠϙČŘÍIJťŜ, ÍIJîϙĺťēôŘϙċŪIJîĖIJČϙŘôŜĺŪŘèôŜϟϙϙ>ĺŘϙôƄÍıŕīôϠϙťēôϙċôôϙċĺŘϙŜŪŕŕĺŘťĖIJČ a bond of
щ͖͔ϙıĖīīĖĺIJϙĖŜϙщ͖͔Ϡ͏͏͏ϠϙÍIJîϙťēôϙċôôϙċĺŘϙŜŪŕŕĺŘťĖIJČϙÍϙæĺIJîϙĺċϙщ͔͐͏ϙıĖīīĖĺIJϙſĺŪīîϙæôϙ
щ͐͏͗Ϡ͏͏͏ϟϙϙ

14

MEMORANDUM
To:

Chair Molamphy, Members Pendleton, Yarbrough, LeBlanc, ĂŶĚtĞƐƚĐŽƩ

From:

Kari Duncan, General Manager

Date:

August 6th 2026

Subject:

^ƚĂīZĞƉŽƌƚ – MOU Large Customer Template WŽůŝĐLJZĞƐŽůƵƟŽŶ

ZĞĐŽŵŵĞŶĚĞĚDŽƟŽŶ͗ DŽǀĞƚŽĂƉƉƌŽǀĞZĞƐŽůƵƟŽŶŶƵŵďĞƌϯϰϲƵƉĚĂƟŶŐthe Customer
Service Policy Manual ƚŽĂĚĚ^ĞĐƟŽŶ>ĂƌŐĞƵƐƚŽŵĞƌ^ƚƵĚLJ– Memorandum of
Understanding.
Background
In ƌĞĐĞŶƚLJĞĂƌƐ͕ĂŶďLJhƟůŝƚLJŚĂƐƌĞĐĞŝǀĞĚŵƵůƟƉůĞĐƵƐƚŽŵĞƌƌĞƋƵĞƐƚƐĨŽƌůĂƌŐĞelectric service
ĐŽŶŶĞĐƟŽŶƐ͕ĂďŽǀĞϭDtin capacity. ƵĞƚŽƚŚĞƉŽƚĞŶƟĂůĐŽŶƐƚƌĂŝŶƚƐŽŶW'͛ƐƚƌĂŶƐŵŝƐƐŝŽŶ
ƐLJƐƚĞŵůŝŶĞƐĨĞĞĚŝŶŐĂŶďLJhƟůŝƚLJ͛ƐƐƵďƐƚĂƟŽŶƐ, the hƟůŝƚLJ͛ƐƉŽǁĞƌĂŶĚƚƌĂŶƐŵŝƐƐŝŽŶƉƌŽǀŝĚĞƌ͕
ŽŶŶĞǀŝůůĞWŽǁĞƌĚŵŝŶŝƐƚƌĂƟŽŶ;WͿĂŶĚWŽƌƚůĂŶĚ'ĞŶĞƌĂůůĞĐƚƌŝĐ;W'ͿŶŽǁƌĞƋƵŝƌĞ large
ůŽĂĚƐĂďŽǀĞϭDt to undergo transmission ŝŶƚĞƌĐŽŶŶĞĐƟŽŶstudies ƚŽĐŽŶĮƌŵƐƵĸĐŝĞŶƚ
ĐĂƉĂĐŝƚLJƚŽƐĞƌǀĞƉƌŽƐƉĞĐƟǀĞŶĞǁcustomer loads in Canby.
ƚƚŚĞ:ƵůLJŽĂƌĚŵĞĞƟŶŐ͕ƚŚĞŽĂƌĚƌĞǀŝĞǁĞĚĂŶĚƐƵƉƉŽƌƚĞĚĂŶDKhƚĞŵƉůĂƚĞƚŚĂƚǁŝůůĂůůŽǁ
ƚŚĞhƟůŝƚLJƚŽƉĂƐƐƚŚĞĐŽƐƚŽĨƐƚƵĚŝĞƐƚŽƚŚĞĐƵƐƚŽŵĞƌ͘ŶĐůŽƐĞĚĨŽƌƚŚĞBŽĂƌĚƌĞǀŝĞǁĂŶĚ
ĐŽŶƐŝĚĞƌĂƟŽŶŝƐZĞƐŽůƵƟŽŶEŽ͘ϯϰϲĂŶĚĂƩĂĐŚŵĞŶƚǁŝƚŚa proposed update to the Customer
Service Policy to ƌĞƋƵŝƌĞĂŶ MOU ĨŽƌŶĞǁĂŶĚĞdžƉĂŶĚŝŶŐĐƵƐƚŽŵĞƌĐŽŶŶĞĐƟŽŶƐĞƋƵĂůƚŽŽƌ
ŐƌĞĂƚĞƌƚŚĂŶϭDt͘ŶĞǁSĞĐƟŽŶ>ĂƌŐĞƵƐƚŽŵĞƌ^ƚƵĚLJ- Memorandum of Understanding
ƐĞĐƟŽŶŚĂƐďĞĞŶĂĚĚĞĚŽŶƉĂŐĞϳŽĨƚŚĞCustomer Service Policies.
WůĞĂƐĞŶŽƚĞƚŚĂƚƐŽŵĞĨŽƌŵĂƫŶŐƚŽĐŽƌƌĞĐƚƚŚĞŶƵŵďĞƌŝŶŐǁŝůůďĞĐŽŵƉůĞƚĞĚŝĨƚŚĞŽĂƌĚ
approves the policy update.

15

RESOLUTION NO. 346
A RESOLUTION UPDATING CUSTOMER SERVICE POLICIES AND PROCEDURES
TO REQUIRE A MEMORANDUM OF UNDERSTANDING FOR LARGE CUSTOMER
ELECTRIC STUDIES; REPEALING RESOLUTION NO. 338
WHEREAS, the Canby Utility Board is an Oregon municipal utility operating in accordance with
the Canby City Charter and ORS Chapter 225; and
WHEREAS, the Canby Utility Board is governed by the City Charter and its own operating
procedures, policies and resolutions rather than the rules of the Oregon Public Utility Commission
(PUC); and
WHEREAS, the City of Canby Charter requires the Board to adopt rates that are fair, reasonable
and compensatory, and must be sufficient to pay all operating and maintenance costs as well as all
bond interest and bond redemption costs; and
WHEREAS, the Charter allows the Board to adopt regulations governing extension of services of
the Electric Department and such regulations shall be made to render them compensatory; and
WHEREAS, the Canby Utility Board may be subject to fees from its wholesale power and
transmission provider to conduct studies to determine if power supply and transmission capacity
is sufficient for new or expanding customer connections equal to or greater than 1 megawatt
(MW); and
WHEREAS, the Canby Utility Board desires to transfer such fees to the customer requesting the
service connection; and
NOW, THEREFORE, the Canby Utility Board resolves as follows:
SECTION 1. GENERAL
A. A new or expanding Large Customer Study Memorandum of Understanding is established.
B. Resolution No. 338 and any Resolutions or provisions thereof that conflict with the terms
of this Resolution are repealed.
C. This Resolution and Exhibit "A", attached and incorporated by reference, will serve as a
general source of authority for more specific policies, which may be adopted by the
General Manager of the Canby Utility Board or their designee, with Board Attorney's
consent.
SECTION 2. MISCELLANEOUS
A. Additional terms of service can be found in the Electric Service Conditions and Water
Service policies and procedures documents.

16

Resolution No. 346
Page 2

This Resolution is effective on August 12, 2026.

ADOPTED by the Canby Utility Board this

day of __________________, 2026.

_______________________________

_______________________________

John Molamphy, Chair

Ron Yarbrough, Member

_______________________________

_______________________________

Ron LeBlanc, Member

Jack Pendleton, Member

_______________________________

_______________________________

Robert Westcott, Member

Barbara Benson, Board Secretary

Page |2

17

CANBY UTILITY
CUSTOMER SERVICE POLICIES & PROCEDURES
AUGUST 2026
I. PREFACE
Canby Utility (CU) is a municipal electric and water utility of the City of Canby, Oregon. This
customer service policies and procedures manual applies to CU’s electric and water service.
The use of such words as “shall, should, may,” etc., indicate the status of the policy or
procedure. “Shall” for example is a requirement. “Should” is recommended. “May” is at the
discretion of CU.
The following policies and procedures apply to any electric or water applicant or CU customer
in accordance with the responsibility and authority set forth in the Canby City Charter, state
and federal law, and applicable intergovernmental agreements. Customers are subject to, and
required to comply with, the utility-specific policies and procedures for each service received
from CU.
It shall be the policy of CU to provide utility services without discrimination and in accordance
with sound business principles; that rates will be reasonably uniform to all customers within
classifications; and that utility services pricing will be based on providing competitive rates to
all customers without special rate categories for selected social or economic classes of
customers.
It shall be the policy of CU to consider the aesthetics and environmental effects of its activities
in conjunction with utilization of its resources while providing utility services.
This Policies and Procedures manual is intended to provide guidance to CU customers and CU
staff to achieve the common goal of efficient and safe utility service. CU personnel are available
for advice and consultation related to utility services.

18

Customer Service Policies & Procedures

August 2026

TABLE OF CONTENTS
A. Conditions of Service .................................................................................................. 4
B. Application for Service… ............................................................................................ 4
1. Changes on Existing Accounts… ........................................................................... 6
.
C Large Customer Study – Memorandum of Understanding…………………………..7
D. Security Deposit .......................................................................................................... 7
1. Residential Customer ............................................................................................. 7
2. General, High-Density, New or Expanding Large Load (NELL) Customer ......... 9
3. Bankruptcy ........................................................................................................... 10
D Installation or Change of Service ...............................................................................10
E. Release of Information Concerning Customers ........................................................ 11
1. Collection of Information ...................................................................................... 11
2. Custodian of Records ............................................................................................. 11
3. Customer Account Information ........................................................................... 12
4. Request for Inspection of Records and Furnishing Copies .................................... 12
5. Denial in Whole or in Part ..................................................................................... 12
6. Search Fees and Costs.......................................................................................... 13
F. Billing ....................................................................................................................... 13
1. Customer Billing Process ..................................................................................... 13
G. Bill Payment .............................................................................................................. 15
1. Bill Payment Options ........................................................................................... 15
2. Payment allocation ............................................................................................... 15
3. Non-Sufficient Funds Payments ........................................................................... 15
4. Counterfeit Currency… .........................................................................................16
5. Adjustment of Utility Bill .................................................................................... 16
H. Financial Assistance .................................................................................................. 17
I. Levelized Payment Plan ............................................................................................ 17
J. Appeals ..................................................................................................................... 18
K. Disconnection or Reconnection of Service/Opening-Closing Accounts .................. 19
1. By CU .................................................................................................................. 19
2. Tampering/Diversion .............................................................................................. 20
3. Fraud ................................................................................................................... 20
4. Code Violations .................................................................................................. 20
5. Resumption of Service After CU Action ............................................................ 20
6. Emergency Situations ............................................................................................. 21
7. Application for Medical Equipment Exemption for Residential Service ............... 21
8. CU’s Options ...................................................................................................... 22
L. Temporary Service .................................................................................................... 22
M. Resale of Utility Service ........................................................................................... 22
N. Rights-of-way and Rights of Access, Tree Trimming .............................................. 23
O. Interruptions, Curtailments, Fluctuations, Shortages, and Outages .......................... 23
P. Metering Service ....................................................................................................... 24
Q. Rate Adjustment, Revision of Policies and Procedures ............................................ 25

Page 2 of 32

19

Customer Service Policies & Procedures
R.

August 2026

Conflict ..................................................................................................................... 26

S. Unauthorized Attachments Prohibited ...................................................................... 26
T. Grades and Locations within Private Property ......................................................... 26
U. Locating – Underground Facilities ........................................................................... 26
V. Damage ..................................................................................................................... 27
GLOSSARY ..................................................................................................................... 27

Page 3 of 32

20

Customer Service Policies & Procedures

A.

August 2026

Conditions of Service
Rate schedules are applied according to use and occupancy classifications. Customers are
subject to, and required to comply with, the utility-specific Policies and Procedures for
each service received from CU.
The customer is responsible for furnishing, own, and maintaining all materials and facilities
required to distribute services beyond the point of delivery to points of use on the property.
CU-owned facilities, located beyond the point of delivery, such as the electric meter, shall
be maintained by CU.
The customer will secure the necessary permits from the governmental agency having
jurisdiction thereof and pay all costs of installing and maintaining utility materials and
equipment necessary to accept CU services. The customer shall comply with all codes and
regulatory requirements, including the National Electric Code (NEC) and the National
Electric Safety Code (NESC). The customer shall not have any conditions on the property
or structure that cause CU to be out of compliance with applicable safety standards or
policies.
CU shall not be responsible for loss or damage to life or property resulting from non-CU
owned, installed, or maintained facilities on, adjacent to, or connected to CU’s facilities,
and the customer shall assume all liability thereof.
Customer or applicant must pay all monies due by them to CU prior to service connection.
CU reserves the right to deny new service until monies owed are paid in full. CU reserves
the right to terminate any service if evidence is later discovered that the customer owed a
debt to CU that was not resolved at the time-of-service connection.
CU does not provide utility service in the absence of a billing responsibility. In the event
of a deceased customer, responsibility for billing must be assumed by the estate, an
individual, or a personal representative.
If a metered service shows no usage for 730 consecutive days, CU may remove the meter,
service and related equipment.

B.

Application for Service
An “application for service” is a request for service only and does not constitute a contract
until CU actually delivers or is ready to deliver utility service to the customer.
Applications for service shall be made a minimum of one (1) business day in advance of
desired connection date. Acceptance of service, with or without a written application, shall
be subject to compliance with all of CU policies and procedures.

Page 4 of 32

21

Customer Service Policies & Procedures

August 2026

An application for service must include all required information and be submitted in a form
acceptable to CU under the specific circumstances. Requests from persons other than the
applicant will not be accepted unless a letter of authorization or power of attorney signed
by the applicant in a form acceptable to CU is on file with CU.
In the absence of an approved application, pre-existing services at a property may be
disconnected.
Applicants for residential service shall provide CU with the following minimum
information at the time each account is opened:
- Legal name of applicant
- Service address
- Mailing address
- Previous address
- Date of birth
- Date applicant wants service to begin
- Social Security number*
- Valid identification i.e.: valid driver’s license, State issued ID card
- Spouse’s name
- Other adult occupants
- Employment
- Work phone number
- Daytime phone number
- Copy of Rental Agreement, if applicable
- Other information as CU may require
*If a customer refuses to give their social security number or does not have one, a deposit
will be required. The amount of the deposit will be determined as described in Section C
of this policy.
Applicants for non-residential service shall provide the following minimum information at
the time each account is opened.
-

Legal Business name
Name of Responsible party
Tax Id number
Date applicant wants service to begin
Daytime phone number
Mailing address
Name of authorized persons to obtain account information
Social Security number for owner

Page 5 of 32

22

Customer Service Policies & Procedures

August 2026

Documents required for accounts that are billed to a third-party Management Company:
Accounts that request to have bills sent to a third-party management company will need to
provide documentation that describes in detail the authority of the management company.
An account must be set up by homeowner/property owner before a management agreement
will apply. If a service address is used as a rental property, a landlord agreement shall be
signed by the property owner, not the management company. This may include, but not
limited to, changing billing information or updating the list of authorized person(s) to
obtain information. The documentation must include all parties’ names, telephone numbers
and authorized person(s) permitted to make changes on utility accounts. Accounts that use
a third-party management company shall provide a tax identification number before any
account information is released.
Upon application for service, CU shall verify the identity of the applicant(s) after obtaining
permission from applicant to run a soft credit check of the person(s) setting up service. If
for any reason, permission to run the soft credit check is denied or if there is a question on
the identity of the person(s) setting up service they will be required to bring identification
into the business office to complete the application process. Based upon this evaluation, a
security deposit may be required. A non-refundable Account Set-up Fee is to be collected
at the time an account is created.
Where two or more persons join in one application for utility service, such persons shall be
jointly and severally liable thereunder and shall be billed by means of a single periodic bill
mailed to the person designated on the application to receive the bill. Whether or not the
utility received a joint application, where two or more adults are living in the same
residence, they shall be jointly and severally liable for the bill for utility service(s) supplied.
1. Changes on Existing Accounts
a) Adding a name: An existing customer named on the account must contact CU and
provide the name of the new customer to be added to account. The new applicant
must contact CU and provide minimum information as required by CU to set up
service. The account must be current before any changes can be made. The new
applicant may not become primary owner of account for at least one year.
b) Removing a name: The customer retaining service must notify CU stating that they
will become the sole account owner and take full responsibility of account. The
account must be current. If the account has been established for less than one year,
a deposit may be required if the primary applicant is removed. The deposit will be
determined as stated in section C.1 in this procedure. If a deposit is required, onethird of the deposit will be collected at the time the name is removed, and the
balance will be billed in two (2) equal payments as stated for new deposits in section
C.1.

Page 6 of 32

23

Customer Service Policies & Procedures

August 2026

c) Removing a co-signer: When a co-signer requests to have their name removed from
the account, the account balance must be current. If the account was established
less than one year, a deposit will be required according to the deposit requirements
listed in section C.1. Payment history for accounts that have been established more
than one year will be reviewed; payment history must not have more than one (1)
delinquency notice and zero (0) disconnect notices issued in the past twelve (12)
months. If payment history meets requirements, services will be changed under
single owner. If account history does not meet requirements, co- signer will be
removed and a deposit will be added according to deposit requirements listed in
section C.1 in this procedure.
d) Deceased Customers with one account owner: Responsibility for billing must be
assumed by the deceased’s estate, an individual or a personal representative. A copy
of the death certificate, letters testamentary or court appointed documents must be
provided to make changes on account. CU may use confirmation of death from a
published source, such as obituary from newspaper or internet.
e) Name Change: An account owner may request a name change by phone, email or
in person for reasons such as marriage and, divorce, etc. No documentation will be
required. The balance on the account must be current.
C.

Large Customer Study, Memorandum of Understanding
1.

D.

Customer Responsibility for Capacity and Transmission Studies. A customer that requests a new
or expanding large load connection greater or equal to 1 MW in capacity will be required to
enter into a Memorandum of Understanding (MOU) with CU to assign the cost of all required
studies including, but not limited to, one or more of the following: a feasibility study, a system
impact study, a facilities study, an affected system study, and other studies. A study deposit will
be required prior to commencement of such studies.

Security Deposit
1.

Residential Customer
CU requires a security deposit to mitigate financial risk on a new or existing
account. Credit and/or payment history on all active and inactive accounts with CU
will determine if a security deposit is required. If an applicant has an unpaid balance
on a prior account, the unpaid balance must be paid in full prior to new service
being established. If an applicant has a previous written off account balance of less
than $25, CU will not require a double deposit. Similarly, if an applicant who had
a balance written off that exceeds $25, followed by a new service that required a
deposit and demonstrated good payment history, that customer would not be subject
to a double deposit if that customer were to establish service for a third time.
If an unpaid balance on a prior account is discovered after service is established, a
written notice will be issued to the customer, notifying them that they have twentyfour (24) hours to contact CU to make a payment or arrangements for the prior
unpaid account balance. If customer does not contact CU, service will be
disconnected as stated on the notice.
Page 7 of 32

24

Customer Service Policies & Procedures

August 2026

If an applicant does not have credit history with CU, the security deposit
requirements may be satisfied with the following alternatives:

Page 8 of 32

25

Customer Service Policies & Procedures

August 2026

a) Provide a letter from another electric utility establishing a favorable credit
history, verifying that payments have remained current during the previous
twelve (12) months.
b) CU may access a customer’s credit history from a recognized credit bureau and
will determine if a deposit is required.
c) Provide a Guarantor to co-sign for security. Co-signer must be a CU customer
for a minimum of two (2) years, with no more than one (1) delinquency in a
twelve (12) month period. The Guarantor may not co-sign for more than one
active CU account. Only customers responsible for residential accounts may
co-sign for residential accounts.
The amount of the deposit will be calculated to be at least two (2) times the highest
bill, for each billable service at the applicant’s or customer’s service address,
looking back two (2) years The deposit shall be a minimum of $150. Any customer
who has had a previous balance of more than $25 with CU, that was wrote off as
bad debt, will be required to pay a “double” deposit as described above. Deposit
amounts may be adjusted at any time after the start of service if the actual usage of
electricity and/or water is substantially different than the estimates upon which the
deposit amounts were based. Once a deposit requirement has been established, it
will be added to the first billing period. Upon request, CU may make a payment
arrangement for the deposit. CU may require payment of one-third of the deposit at
the time service is established based on a credit check and the balance in two equal
payments. If the customer fails to make the payments on the deposit as billed, CU
may issue a notice for disconnection for non-payment. All deposits will be held for
a minimum of one year. A deposit may be required if service is requested for a
secondary address for a period of longer than 90 days.
Any account that requires a deposit will be reviewed one (1) year from when the
final payment of the deposit was made to the account. If the account shows a
favorable payment history with payments being made in full, by the billing due date
for the prior twelve (12) month rolling period, the deposit plus interest will be
credited to the account. If a favorable payment history has not been established, the
deposit will be held until the account shows a rolling twelve (12) month favorable
payment history; the account will be reviewed monthly until a favorable payment
history is established. At that time, CU will refund the deposit plus interest back to
the customer’s account. The security deposit and accrued interest may be applied,
at CU’s discretion, to any unpaid balance or transferred to another account held by
the same customer. Upon termination of the account the security deposit and
accrued interest may be applied, at CU’s discretion, to any unpaid balance or
transferred to another account of the same customer.
In the event that the customer serves notice to CU to discontinue service, any
portion of the deposit not previously returned and any accrued interest thereon shall
be applied to the payment of any unpaid CU utility bills incurred by the customer.

Page 9 of 32

26

Customer Service Policies & Procedures

August 2026

Any remainder of the deposit and any allowable interest shall be refunded to the
customer. All refunds will be made within thirty (30) days from the date the deposit
refund is posted to the account.
Deposit notices will be issued to customers who have received two (2) disconnect
notices in any six (6) month period that does not have a deposit or the deposit does
not cover twice the highest historical bill for the service location. The notice will
advise customers that a deposit will be required or increased should the customer
receive a third (3) disconnect notice within the next six (6) month period. (Three
(3) disconnect notices within a 12-month period of time.)
Security deposits accrue interest based upon the Local Government Investment
Pool earnings. Interest rates will be reviewed monthly and changed accordingly.
CU will maintain confidential credit history on customers.
2.

General Service, High-Density Load Service, and New or Expanding Large Load
(NELL) Customers
All General Service, High-Density Load Service, and New or Expanding Large
Load (NELL) accounts are subject to a credit evaluation, when initially opened or
at any time while the account remains active, to determine the need for a security
deposit.
CU, at its discretion, may waive a security deposit for a General Service, HighDensity Load Service, or NELL customer who has previously established favorable
CU credit history, or who can provide a letter from another electric utility
establishing a favorable credit history, verifying that payments have remained
current during the previous twelve (12) months.
Should a deposit be required at any time, it will be calculated to be at least twice
the highest bill for the prior two (2) year period for each utility service at the service
location. The deposit shall be a minimum of $150. Deposit amounts may be
adjusted at any time after start of service if the actual usage of electricity and/or
water is substantially different than the estimates upon which the deposit amounts
were based.
Any account that requires a deposit will be reviewed one (1) year from when the
final payment of the deposit was made to the account. If the customer demonstrates
a favorable payment history with payments being made in full, by the billing due
date for the prior twelve (12) month rolling period, the deposit plus interest will be
credited to the account. If a favorable payment history has not been established, the
deposit will be held until the account shows a rolling twelve (12) month favorable
payment history; the account will be reviewed monthly until the favorable payment
history is established. At that time, CU will refund the deposit and interest

Page 10 of 32

27

Customer Service Policies & Procedures

August 2026

back to the customer’s account. The security deposit and accrued interest may be
applied, at CU’s discretion, to any unpaid balance or transferred to another account
held by the same customer. Upon termination of the account the security deposit
and accrued interest may be applied, at CU’s discretion, to any unpaid balance or
transferred to another account held by the same customer.
Any customer who receives two (2) or more disconnect notices in any six (6) month
period, and who does not have a deposit on file or the deposit does not cover twice
the highest historical bill for the service location, will receive written notice that a
deposit will be required or increased as specified therein if a third disconnect notice
is issued in within the next six (6) month period following the notice.
Security deposits accrue interest based upon the Local Government Investment
Pool earnings. Interest rates will be reviewed monthly and changed accordingly.
CU will maintain confidential credit history on customers.
3.

Bankruptcy
Customers who file for bankruptcy will be subject to the bankruptcy laws in effect
at the time of their filing. When a legal notification of bankruptcy on an established
account is received, CU will close the existing account, and a new account will be
set up. The new account will be set up with the date the bankruptcy notice was
received. The new account set up fee will be waived. If a deposit was required on
the established account, the new account will require the same deposit. If no deposit
was held on the established account a deposit will be added to the new account 30
days after the filing of the bankruptcy. The deposit on the established account may
not be used against any outstanding balance on the account that existed prior to the
bankruptcy. The deposit may be transferred and held as a deposit on the newly
established account.

E.

Installation or Change of Service
The customer shall be responsible for all billable services, effective the earlier date that
either CU is requested to start service or the date of the customer’s leasehold interest in the
premises being served begins. CU may use the effective date and final read of the service
address when new services are requested if there is known information that the customer
establishing service has been there prior to setting up service.
A customer requesting connection or disconnection of utility services must contact CU
during business hours for service to be connected or disconnected during the following
business day. CU connects or disconnects service on normal business days, Monday
through Thursday, 7:00 a.m. to 5:00 p.m. Customers who request to have same day service
or after business hours changes of their utility service will be charged a fee according to
the schedule of charges. (See Master Fee Schedule)

Page 11 of 32

28

Customer Service Policies & Procedures

August 2026

The customer will be liable for services rendered and for charges billed for the service
location through the time that CU disconnects the utility services or closes the account,
whichever occurs later. A non-refundable Account Processing Charge will be collected
when a customer account is established or reactivated. A non-refundable Account
Processing Charge will be collected prior to moving an account to a new service location.
A deposit may be required if service is requested for a secondary address for a period longer
than 90 days.
When requests for new, individually metered, single, multifamily or nonresidential units
are processed, CU may elect to install any or all meters as “active” in the owner’s name,
or to install any or all meters “as inactive.” Shared meters (i.e. for laundry facilities) will
be installed in the property owner’s name. Billing for minimum charges will commence on
the date an active meter is installed. An inactive meter becomes active when it is assigned
an account number and a customer’s name. Billing alternatives for shared meters are:
1. Property owner or customer pays a licensed contractor to reconfigure facilities to
meter each unit separately, in accordance with CU policy, and receive approval
from the appropriate inspector designated by CU.
2. Property owner assumes responsibility for the shared-meter billings
F.

Release of Information Concerning Customers
1.

Inquiry on customer accounts
Anyone inquiring on an account will be identified by information on the account
such as the last four numbers of the social security number, date of birth or driver’s
license number that is on the account. Other information may be used if these are
not on account. No account information will be given until identification of caller
is verified.

2.

Collection of Information
All information collected and used by CU to conduct its business activities is a
public record.

3.

Custodian of Records
CU designates its Board Secretary or designated alternate as the custodian of its
public records. The custodian will maintain, care for, and control the public records
created, directly or indirectly, by CU.

Page 12 of 32

29

Customer Service Policies & Procedures

August 2026

The custodian will maintain procedures for CU employees to follow that allow CU
employees to respond promptly to most requests to inspect records or to receive a
copy (See Procedure 402). Any requests determined by a CU employee to be
questionable or to be denied will be directed to the custodian for review,
assessment, and final action.
4.

Customer Account Information
Disclosure of specific account information is made in accordance with customer
consent or in the absence of customer consent, disclosure may occur pursuant to a
court order, or subpoena or if the disclosure is otherwise in accordance with federal
or state law. CU may make customer records available to third party credit agencies
on a regular basis in connection with the establishment and management of
customer accounts with written authorization, or in the event such accounts are
delinquent.

5.

Request for Inspection of Records and Furnishing Copies
Upon request, and in accordance with Oregon public records law the custodian or
designee will furnish proper and reasonable opportunities for any person desiring
to inspect, examine and copy the public records in the offices of CU, during the
usual business hours.
The custodian may adopt reasonable rules necessary for the protection of the
records and to prevent interference with the regular discharge of duties of the
custodian.

6.

Denial in Whole or in Part
The custodian will deny, grant, or deny in part, or grant in part a request to inspect
or receive a copy of a public record in accordance with time frames established
under CU procedures.
Any denial of a request to inspect or receive a copy of a public record shall be based
upon any laws that exempt such public records from disclosure, including but not
limited to ORS 192.501 and 192.502.

Page 13 of 32

30

Customer Service Policies & Procedures

7.

August 2026

Search Fees and Costs
Fees are established to reimburse the utility for its actual costs and labor in copying
and making such records available including costs for summarizing, compiling or
tailoring such records, either in organization or media, to meet the request. See
Master Fee Schedule and Procedure 402.

G.

Billing
Bills will be issued monthly on a regular basis near the same day of each month to the
permanent mailing address for the customer of record. Reference to one month’s service in
the rate schedules relates to the billing period and does not necessarily correlate to a
month’s calendar days. CU reserves the right to read meters and present bills for longer or
shorter periods. If a meter is inaccessible for any reason, CU reserves the right to estimate
the meter reading and to issue bills calculated upon estimated usage and applicable fees.
Utility service supplied at more than one location, or for more than one separately operated
business shall be metered separately and billed individually for each such business.
Rate schedules are applied to locations and services according to use and occupancy at the
time of application. The applicable rate schedule for a location is subject to change, by CU,
based upon actual usage. If the use and/or occupancy of a location changes, the customer
shall notify CU to determine if the rate schedule needs to be updated.
Utility services shall be billed in the regular billed period. Opening and closing bills may
be prorated.
A Landlord Billing Agreement is an authorization for billing of services to the verified
property owner(s), as determined by Clackamas County records, during vacant or nonsigned periods, and is available at CU’s discretion.
1. Customer Billing Process
Service is provided in advance of payment, typically for a 28-to-34-day billing payment
cycle. Payment for the service provided is due 14 days from the date on the billing
statement. If the payment is not received in full by the end of the 14th calendar day from
the statement date, the account will be considered past due.
A delinquent notice will be issued to all accounts with a past due balance of $50.00 or more
on the following Thursday. The delinquent notice will extend the due date by 7 calendar
days. Delinquent notices are issued every month, including to customers who have a
payment arrangement on file.
If there is a past due balance still owing after the extended date, a disconnect notice will be
issued the following week to all accounts with a balance of $100.00 or more. A disconnect
notice may be issued any time to an account with a balance of less than $100.00, if the

Page 14 of 32

31

Customer Service Policies & Procedures

August 2026

balance includes any unpaid deposit billed at the time service was established. A fee will
be charged to the account for issuance of a disconnect notice. All accounts are subject to
the disconnect notice fee once the disconnect notice has left the business office for delivery.
The disconnect notice will extend the due date until the following Monday end of business.
If a payment is not received or a payment arrangement has not been granted, services may
be disconnected without further notice.
A payment arrangement agreement form will be completed and issued to the customer.
This form states that a failed payment arrangement fee will be assessed and services may
be disconnected immediately if customer does not make payment as stated on form.
A $25.00 visit fee will be added to the account if an employee is sent to the service address
to disconnect service for non-payment and the customer is given additional time to pay the
past due balance.
If service is disconnected, a reconnect fee will be added to the account and the past due
balance must be paid in full, including all fees assessed to the account before service is
reconnected. If service is requested after 5:00 p.m., while the office is open, an after-hour
fee will added to the account. If the reconnection request is made after normal business
hours, the customer must agree to make the full payment at the business office by 8:30, the
next business day. If the payment arrangement is not kept, services may be disconnected
immediately.
NOTE: Disconnect notices will not be issued to customers who have made a payment
arrangement. CU accepts payment arrangements that must include a specific dollar amount
that typically requires a minimum payment of 80% of the past due amount, all additional
fees charged to the account and a specific date of when payment will be made, before it
can be approved. Any customer who fails to keep a payment arrangement may be subject
to a failed payment arrangement fee and disconnection of services. (See Master Fee
Schedule)
If a landlord/property owner is subject to disconnection that affects their tenant(s) utility
services, a disconnect notice will be issued to all accounts that may be affected by the loss
of services. The disconnect notice fee will be charged to the landlord/property owner for
each notice issued to accounts subject to loss of services.
CU may remove or waive a disconnect notice fee if requested by account holder one time
during a 5-year period. A disconnect notice fee may be waived if account holder signs up
for automatic payment, if less than 5 years from the date the first disconnect notice fee was
waived and customer requests it.
Non receipt of a utility bill does not excuse payment by the due date or in any way
ensure service will not be disconnected for non-payment.

Page 15 of 32

32

Customer Service Policies & Procedures

H.

August 2026

Bill Payment
Bills are payable upon receipt and past due after the due date stated on the bill. Payment
must be in the form of United States legal tender, money order, check or credit/debit card.
A payment made with coin currency will not exceed $10.00.CU reserves the right to
establish the means or form of payment (cash, money order, bank card, bank cashier’s
check, etc.) from any customer who has been disconnected for non-payment and is
requesting service to be reconnected.
1.

Bill Payment Options
Payments may be:
a) At CU business office
b) Mailed to CU’s post office box
c) Placed in a CU drop box - on or off-site
d) Automatically deducted from customer bank account
e) On-line payment through customer bank
f) Credit/debit card over the phone or in person at CU’s office (one time
or recurring)
g) Payment from a checking or savings account over the phone or in person
at CU’s office
h) On-line through CU’s website
i) Automative Phone Service

2.

Payment Allocation
CU allocates payments as follows: electric write offs, electric payment agreements,
water payment agreements, other payment agreements, water write offs, deposits,
electric, water and then agency payments.

3.

Non-Sufficient Funds Payments
If CU receives a returned check notice or is unable to charge an auto payment from
a checking account or debit/credit card from the customer’s account for insufficient
funds or other processing issues, the event may be considered as an NSF payment,
and the customer may be charged according to the schedule of charges. (See Master
Fee Schedule.) Two NSF payments in a twelve (12) month period will disallow all
but verifiable funds payment in the future. CU reserves the rights to establish the
means or form of payment (cash, money order, bank cashier’s check, etc.) from any
customer who has previously tendered a dishonored check or gives indication that
the funds are not sufficient to cover any check tendered.
When a payment is returned for non-sufficient funds on an account that has been
noticed for disconnection, CU reserves the right to require payment in full plus fees

Page 16 of 32

33

Customer Service Policies & Procedures

August 2026

within 24 hours to avoid disconnection of services. Payment must be verifiable
funds such as cash, money order, cashier’s check, credit card, or debit card. Service
charges established by CU may be added to a customer’s account to cover the costs
of collection efforts in the processing of dishonored checks, hand-delivered notices
by field representatives, and the disconnection/reconnection of services. (See
Master Fee Schedule)
4.

Counterfeit Currency
Counterfeit notes (counterfeit bills) are prevalent in any environment where money
is exchanged. Best cash handling practices will help detect bills by examining them
carefully, using counterfeit marking pens or other counterfeit detection devices. If
CU receives a counterfeit bill, CU will follow these steps:
A) Identify the bill by using a counterfeit marking pen or other identifying
tools available to determine if the bill is counterfeit
B) Notify a supervisor
C) Explain to the customer that the bill may be counterfeit and we will need
to contact the local police so they can make a report
D) Contact local police
E) CU will not return the bill to the customer, unless the customer demands
the bill back
F) Limit the handling of the note
a. The CU employee will write their initials and the date in the
white border area of the suspect bill
b. Carefully place it in a protective covering, such as an envelope.
G) Complete a USSS Counterfeit Note Report; surrender the bill and a copy
of the completed USSS Counterfeit Note Report to Police Officer.
Maintain copies for your records. The form can be found at
http://www.secretservice.gov/forms/ssf/1604.pdf.

5.

Adjustment of Utility Bill
Water Leak Credit Adjustments: In cases where a customer is found to have had an
accidental and/or unavoidable period of excessive water use, the Customer Service
Supervisor, or designated employee, may authorize a reduction in customer’s water
bill subject to the following criteria:
A) A written request that includes date(s) of high usage, date when the leak
was fixed, name, address and account number.
B) To be considered “excessive”, the water use must be at least 50% of
normal range for the month when compared to historical water use at
the property in the records of CU.

Page 17 of 32

34

Customer Service Policies & Procedures

August 2026

C) The water bill shall not be reduced to below the average amount for
comparable months, nor shall it be reduced to less than 50% of the
amount billed.
D) The reduction shall not be granted for longer than 3 consecutive months,
thereby encouraging prompt attention to necessary repairs.
E) A water service leak credit will be limited to one leak credit per year.
The General Manager may approve an additional leak credit on a caseby-case basis.
When an under-billing or over-billing occurs, CU shall provide the customer with notice
of the circumstances, period of time, and amount of adjustment. If the date of error can be
established, the under-charge or over-charge may l be computed back to such date. If no
date can be established, CU may l refund or re-bill for six months of usage. In no event,
shall an under-billing or over-billing be adjusted for a period of more than three (3) years
usage.
CU may waive re-billing for under-billings when the cost to the utility of re-billing makes
it uneconomical.
No billing adjustment shall be required if a meter registers less than 2% error under
conditions of normal operation.
When a customer is required to pay for an underbilling, the customer may enter into a
payment agreement at CU’s discretion.
I.

Financial Assistance
Residential customers who are having difficulty paying their CU bill may receive
assistance from CU. This assistance may include referrals to organizations, agencies, and
programs which provide financial assistance, as well as other services offered by CU.
Information may be disseminated regarding community service agencies, which may have
programs designed to assist with payment of utility bills.
A customer who is unable to pay the full amount of a utility bill may enter into a payment
schedule subject to the approval of CU. CU may prohibit the customer who has not kept
prior payment arrangements from entering a new payment arrangement. Payment
arrangements will usually not exceed 90 days and will be in addition to all current billings.
Acceptance of partial payment in the past shall not preclude CU’s right to require full
payment upon demand in the future.

J.

Levelized Payment Plan
CU offers a voluntary Levelized Payment Plan as a convenience for qualifying residential
customers. The customer must have a minimum of twelve (12) consecutive months of
established service. A customer will not be eligible for a levelized payment plan if they

Page 18 of 32

35

Customer Service Policies & Procedures

August 2026

have received a disconnection notice in the preceding 12 months, and a customer who
receives a disconnect notice will be removed from the levelized payment plan for 12
months. Under this plan, the customer pays the average monthly cost of all utilities based
on previous billings for the service address.
The customer’s account must be at a zero (-0- ) balance before signing up for this service.
If the customer becomes delinquent on the Levelized Payment Plan, the account may be
removed from the Levelized Payment Plan and returned to a regular payment status.
Delinquencies may result in further collection actions as described in these Policies and
Procedures.
The Levelized Payment Plan is a pre-arranged payment schedule and therefore no other
payment arrangements are available.
K.

Appeals
A customer who disagrees with a billing, collection or deposit decision shall have the right
to appeal the decision to CU. The customer shall be notified in writing of the right to appeal
on the Delinquency Notice mailed by CU to the mailing address of record. Appeals must
be submitted in writing to CU, received prior to disconnection of service, and include the
following information:
-

Account number
Person requesting appeal
Service address
Mailing address if different
Other occupant names
Telephone number(s)
Date submitted
Narrative of appeal
Printed name
Signature

1. Upon receipt by CU of a written appeal from a customer or applicant, CU shall
investigate the appeal and report the results, in writing, of its investigation to the
customer or applicant within ten (10) business days from CU’s receipt of the written
appeal. CU shall prepare a written record showing the name and address of the
customer of applicant involved, the date and nature of the appeal and the disposition
of the matter. CU shall retain records of the appeal pursuant to CU’s record
retention policy.
2. Pending resolution of the appeal, the customer’s obligation to pay undisputed and
subsequent charges continues.

Page 19 of 32

36

Customer Service Policies & Procedures

August 2026

3. A customer or applicant who has an appeal pending with CU may receive continued
service provided:
a) No evidence of theft of service, tampering or fraud is discovered, and
b) A bona fide appeal exists in which the facts asserted by the customer or
applicant may entitle the customer or applicant to service.
4. If the conditions in subsection (3) of this rule are not satisfied, CU has no obligation
to provide continued service. CU will give the customer or applicant notice in
accordance with CU’s Policies and Procedures prior to disconnecting service
because of a failure to meet the conditions of subsection (3).
5. If the customer refuses to accept delivery of the written decision or fails to comply
with the decision, CU may proceed with immediate collection efforts without
further notice including, but not limited to, restriction or disconnection of the
customer’s service. The written decision of CU is final when issued.
6. Appeals are only accepted from CU customers, applicants, or their authorized
agents.
L.

Disconnection or Reconnection of Service/Opening-Closing Accounts
1. Disconnection by CU
In addition to all other rights and remedies at law or in equity, CU may restrict or
disconnect the delivery of utility service(s) with no less than 24-hour notice unless
otherwise specified in these policies for any of the following reasons:
1) Utility service will be disconnected after written notice for failure of the
customer to pay all charges for service, including but not limited to
deposits when due;
2) Without written notice upon apparent evidence of fraud or tampering;
3) Without notice to protect health, life, or property;
4) Violation of any part of these Policies and Procedures; or
Residential utility service may not be disconnected or restricted for nonpayment after
12:00 p.m. on Thursdays, on a regular business day proceeding an observed holiday,
or within a 24-hour period of time when the predicted temperature, as reported by the
Aurora State Airport weather station, is at or below 32 degrees Fahrenheit or at or above
95 degrees Fahrenheit. If a CU employee, tasked with reconnecting service, believes
the situation is unsafe and the customer is displaying aggressive behavior, the CU
employee may in their discretion deny an after-hours reconnection.

Page 20 of 32

37

Customer Service Policies & Procedures

August 2026

2. Tampering/Diversion
All CU meters, equipment and services shall be kept free of any and all forms of
tampering or diversion. CU will maintain a continuing program for detecting and
deterring such activity through education, audits, collection of costs, estimated revenue
loss and prosecution.
If tampering or diversion is found, CU will impose a fee against the customer’s account
using the applicable rate schedule or charges equal to the estimated cost for services
used and not previously billed, as well as actual costs of repair and replacement
incurred by CU. These charges are applicable to each tampering or diversion
occurrence. (See Master Fee Schedule.) In addition, the details of each case may be
referred to proper authorities for possible prosecution.
3. Fraud
CU may discontinue service without notice or may refuse service, if the customer’s
actions or the condition of the premises are such as to effect fraud against CU.
4. Code Violations
If a code violation exists, service may be denied or discontinued without notice. This
policy relates to, but is not limited to, federal, state and appropriate local codes affecting
utility service.
5. Resumption of Service after CU Action
Whenever utility service has been discontinued or temporarily suspended by CU for
any federal, state, or local code violation, fraud, failure to pay all charges for service,
or for violation of any part of these Policies and Procedures, the service will not be
resumed until the situation requiring such action has been corrected to the satisfaction
of CU and any other governmental agency having jurisdiction thereof. Any inspections
and changes in the customer’s wiring or plumbing shall be made prior to reconnection
at the customer’s expense.
Disconnected service will not be resumed while any individuals remain at the residence
that occupied the subject service address during the time any outstanding debt was
accumulated unless all charges have been paid in full, with verifiable funds. If the
owner of the property has outstanding charges owing to CU, service will not be
resumed in any name at the subject address until all outstanding charges of the owner
have been paid.
A customer will be charged according to the established schedule of charges for all
such resumption or reconnection of service. (See Master Fee Schedule.)
6. Emergency Situations

Page 21 of 32

38

Customer Service Policies & Procedures

August 2026

Where it is necessary that utility service be temporarily disconnected or connected to
protect health, life or property, CU will, at its discretion, take such action without
charge to the customer.
7. Application for Medical Equipment Exemption for Residential Utility Service
a) A customer must submit CU’s application for Medical Equipment for Residential
Utility Service form. This form includes a certification from a qualified medical
professional, which explains how disconnection would significantly endanger the
physical health of an occupant at the service address. CU requires proof of
occupancy as part of the application process.
b)

The written request must include:
1) The name of the person to whom the equipment exemption applies and
relationship to the customer;
2) Nature of illness;
3) An explanation of how the lack of service will affect this person;
4) A statement indicating how long the health condition is expected to
require a medical exemption for utility service;
5) A statement specifying the type of utility service and medical equipment
required (for example, electricity for respirator); and
6) The printed name, signature and phone number of the qualified medical
professional certifying the medical need.

c) If a medical equipment exemption is not submitted in compliance with this policy,
CU may disconnect service after providing notice to the customer, in accordance
with CU’s policies and procedures.
d) A medical equipment exemption shall be valid only for the length of time the health
endangerment is certified to exist, but no longer than twelve (12) months without
renewal. At least 15 days before disconnection due to the expiration of the medical
equipment exemption, CU will give the customer written notice.
e) A customer obtaining a medical equipment exemption is not excused from paying
for utility service:

Page 22 of 32

39

Customer Service Policies & Procedures

August 2026

1) Customers are required to enter into a written payment agreement with
CU when an overdue balance exists.
2) Time-payment arrangements in effect when a medical equipment
exemption terminates, remain in effect for the balance then owing.
f) If a customer with a medical equipment exemption fails to enter into a written timepayment agreement, or to abide by its terms, and fails to bring the account current,
CU will disconnect service after providing notice in advance of disconnection for
non-payment in accordance with CU’s Policies and Procedures.
g) If CU determines a customer does not qualify or no longer qualifies for a medical
equipment exemption, CU will terminate the medical equipment exemption after
providing notice and the customer will be subject to service in accordance with
CU’s Policies and Procedures.
8. CU’s Options
CU may exercise any or all of the options available listed in these Policies and
Procedures or any other applicable law whenever and as often as any violation or
default may occur. Any delay on the part of CU in exercising such option, or omission
of any action permitted under such option, at any time, shall not be deemed a waiver of
CU’s option rights.
M.

Temporary Service
Temporary service refers to utility service for short-term or transient-type installations,
such as short-term commercial activities, and on-site service during construction
operations. Short-term temporary service is limited to twelve (12) months use from date of
connection and may be disconnected unless agreed upon with CU in writing. Temporary
service is further discussed in, and subject to Electric Service Conditions, Temporary
Service, and Water Service Conditions, Temporary Service.

N.

Resale of Utility Service
CU’s rate schedules cover the sale of utility services for the sole and exclusive use of the
customer. The customer shall not resell utility services supplied by CU. Redistribution of
utility charges by the customer for shared-meter services is permitted only for the purpose
of allocating the actual cost of service to individual tenant-occupants. Such allocations shall
be based solely on an equitable distribution of actual utility billings for services provided
by CU through the shared meter. In no case shall the sum of the CU charges redistributed
by any CU customer to others be greater than the actual charges billed by CU in any given
billing period, without CU’s written consent.

Page 23 of 32

40

Customer Service Policies & Procedures

O.

August 2026

Rights-of-way and Rights of Access, Tree Trimming
CU shall be granted, at no cost, all rights-of-way, rights of access, and easements necessary
to serve the customer for the installation, maintenance, repair, replacement, removal or use
of any or all equipment or materials used to supply and deliver utility services to the
customer.
The customer is required to provide safe and timely access, as determined by CU, to the
premises of the customer for the purpose of reading meters, testing, repairing, removing or
exchanging any or all equipment belonging to CU.
CU shall be granted all necessary rights-of-way and rights of access to perform clearing
and trimming of trees, shrubs, vines, or other vegetation it deems prudent to maintain
proper clearances and accessibility for the maintenance and operation of all utility services,
or as may be required by standard utility safety practices. The decision to trim or clear
around CU facilities shall be the exclusive right of CU.
The customer may be charged for clearing or trimming activities in the vicinity of CU’s
facilities. When access to any of CU’s facilities is impaired by the customer’s actions,
animals, trees, shrubs, changes of grades, fences, locked doors, or other obstructions, CU
shall notify the customer and/or property owner, as determined by Clackamas County
records, of the impairment to access. The customer is responsible for safely resolving the
impairment or eliminating the interference preventing timely access to CU’s facilities. If
access remains impaired, the property owner, as determined by Clackamas County records,
is subject to one of the following actions: Service will be stopped, or CU’s facilities will
be relocated and the customer shall reimburse CU for actual costs. (See Service Charges
and Rates, Electric Section, and Water Section.) For meters that are in an area that is locked
or in a gated area, the customer must provide key access or permit CU to install remote
meter reading equipment, if required.

P.

Interruptions, Curtailments, Fluctuations, Shortages, and Outages
CU shall endeavor to supply satisfactory and continuous utility services. It is inherent
however, that there will at times be some degree of failure, interruption, suspension,
curtailment or fluctuation. CU cannot and will not guarantee constant or uninterrupted
delivery of utility services and shall have no liability to its customers or any other persons
for any interruption, suspension, curtailment, or fluctuation in utility services or for loss or
damage caused thereby when such interruption, suspension, curtailment or fluctuation
results from the following or from any other causes:
1. Causes beyond CU’s reasonable control including, but not limited to, accident or
casualty, fire, flood, drought, wind, action of the elements, court orders, litigation,
breakdown of or damage to facilities of CU or of third parties, acts of nature, strikes or
other labor disputes, civil, military or governmental authority, electrical disturbances
originating on or transmitted through electrical systems with which CU’s system is
interconnected, and acts or omissions of third parties.

Page 24 of 32

41

Customer Service Policies & Procedures

August 2026

2. Repair, maintenance, improvement, renewal or replacement of facilities, or any
discontinuance of service (which in CU’s judgment, is necessary) to permit repairs or
changes to be made in CU’s source of supply, transmission or distribution facilities, or
to eliminate the possibility of damage to CU’s property or to the persons or property of
others. Whenever CU schedules maintenance in advance which will require customers
to be without utility service for more than one hour, CU will notify customers as follows:
a) At CU’s discretion, customers may be contacted in person, by phone or by
written notice, either mailed or left at the location scheduled for temporary
interruption.
b) The oral or written notice will include the following:
1. Reason for interruption
2. Date and approximate time which the interruption will begin
3. Expected duration of interruption
c) Whenever possible, customers expected to be without service beyond one hour
will be notified as least one day in advance.

Q.

3.

CU may take automatic or manual actions (which in its sole judgment are
necessary or prudent) to protect the performance, integrity, reliability, or stability
of CU’s systems or any system with which it is interconnected. Such actions shall
include but shall not be limited to, the operation of automatic or manual
protection equipment installed in CU’s systems including, without limitation,
such equipment as relays, circuit breakers, switches, valves and pumps.

4.

CU may take action with respect to any plan or course of action to conserve
utilities at times of anticipated deficiency of resources, including, but not limited
to, non-voluntary curtailment or suspension of utility services. CU has adopted a
Water Supply Shortage Contingency Plan that details voluntary and nonvoluntary actions to be taken in the event of a water shortage. Refer to Water
Utility, Water Shortages and Curtailments, for a description of customer
responsibilities during a curtailment declaration.

Metering Service
Utility service supplied by CU at more than one location shall be metered and separately
billed for each location.
A record will be kept by CU of all meter readings (according to the applicable records
retention requirements). These records shall be accepted and received at all times and
places, and in courts, as prima facie evidence of the use of utility services by the customer.

Page 25 of 32

42

Customer Service Policies & Procedures

August 2026

The records shall be the basis on which bills are calculated, except for those customers
having un-metered service.
CU shall own, install and maintain all necessary meters for measuring the amount of utility
services used by the customer. Where a master meter is used, CU shall not furnish or read
auxiliary or sub-meters used for the customer’s convenience, except under special
contracts.
For a customer-requested meter change, the customer shall pay the cost based on CU’s
current rate schedules.
For rate schedule purposes, all meters serving the customer’s premises will be considered
separately and the readings not combined, except where CU deems necessary, to install
two or more meters to serve the customer’s premises. Electric meters used for commonuse facilities ( i.e. laundry rooms, recreation rooms ) associated with individually metered
multifamily structures shall be served on the General Service Rate Schedule and must be
in the name of the owner.
When additional metering is installed to serve a customer’s premises, each additional meter
shall be served under the same rate as the existing meter if such meter serves load that is
an integral part of the customer’s existing use and is of the same phase and voltage. Each
meter shall be billed separately, including any applicable basic customer charge or
minimum charge.
Should any meter malfunction and incorrectly register the consumption of utility services
used by the customer, the customer’s bill shall serve as notification of the metering
malfunction. Charges for the affected current billing period shall be computed by
estimating the consumption and demand; further, the immediately preceding billing period
or the comparable period of the year before shall be basic factors in arriving at the estimated
consumption.
CU will limit the number of requests to test a customer’s meter to one time per year. A fee
may apply for additional meter testing, which would be waived should a meter be faulty or
if a safety concern exists. However, tests of the customer’s meter shall be made only if the
customer is present to observe the test. If the meter is found, upon test, to over-register
more than two percent (2%), the customer’s billing shall be adjusted for a maximum of six
months to reflect the correction. No charge will be made to the customer for this test.
R.

Rate Adjustment, Revision of Policies and Procedures
CU reserves the right to change any or its entire rate schedules in accordance with the City
Charter or these policies and procedures, as it deems necessary and with public notice.
Where applicable, these policies and procedures cancel and supersede all previous
regulations, Policies and Procedures issued by CU governing its utility service.

Page 26 of 32

43

Customer Service Policies & Procedures

S.

August 2026

Conflict
In case of conflict between any provision of any rate schedule and these Policies and
Procedures, the rate schedule shall apply.

T.

Unauthorized Attachments Prohibited
Written consent shall be obtained from CU before any equipment or material of any
description may be attached to any facility or property owned by CU. CU shall not be
responsible for loss, injury, or damage to life or property resulting from customer-owned
installed and maintained facilities on, adjacent to, or connected to CU’s facilities, and the
customer shall assume all liability.

U.

Grades and Locations within Private Property
CU may, at its discretion, install utility facilities where the customer has provided
satisfactory easements in subdivisions, planned unit developments, minor land partitions,
etc. Such facilities are installed to provide utility services for the convenience of adjacent
properties. It shall be the customer’s responsibility, while excavating accesses and parking
facilities, to provide an additional width of level ground, constructed to grade, to permit
CU to efficiently install and maintain underground and surface-mounted facilities.
It shall be the responsibility of the customer to stake engineered grades and locations,
conforming to CU’s facilities designs, prior to CU’s construction. Upon completion, it will
be the customer’s responsibility to confirm that CU’s installations have been made in the
location and to the grade provided by the customer’s engineer.
After review and acceptance by the customer, the customer or purchaser of the lot shall be
responsible for the cost of all repairs and adjustments subsequently required by grade
changes or location changes resulting from construction activities. Failure to pay these
costs will result in denial of utility service until payment is made to CU.

V.

Locating – Underground Facilities
CU will provide locating services upon request, via the Oregon Utility Notification Center,
in accordance with the applicable provisions of ORS 757 and OAR 952-001-0010 through
OAR 952-001-0100, to assist excavators in identifying the existing location of CU’s
underground utility facilities. CU does not locate customer owned facilities such as the
customer owned water service from the meter to the dwelling or structure. Information,
maps, field stakes and painted locate marks indicate the approximate location of facilities
within parameters set forth by the above-mentioned statutes and regulations. Excavators
will be held responsible for actual costs and consequential damages resulting from damage
to CU’s facilities as the result of the excavator’s activities.
CALL BEFORE YOU DIG – FOR ALL UTILITY LOCATIONS CALL:
OREGON UTILITY NOTIFICATION CENTER 1-800-332-2344 or 811

Page 27 of 32

44

Customer Service Policies & Procedures

W.

August 2026

Damage
Damages or alterations to CU’s property and/or facilities due to any activity associated
with improvements or changes for individual properties shall be the responsibility of the
owner of the property or principle of any third-party agreement to reimburse CU all costs
to repair or replace the damaged property and/or facilities to original condition. In the event
any of CU’s property and/or facilities is required to be altered or moved because of the
changed configuration or usage of any properties, the property owner, as determined by
Clackamas County records, shall be responsible for the full cost of the alteration or
relocation.

GLOSSARY
The following terms, when used in these Policies and Procedures, rate schedules, or in the
application or contract for utility services, have the following meanings, unless specifically
indicated otherwise:
Actual Costs: The sum of direct labor, materials and services (including contracted services),
equipment use, operations overhead and administrative overhead.
Administrative Overhead: Computed at a percentage of actual costs. For direct labor,
administrative overhead is applied in addition to the Operations Overhead Charge (see below), but
not compounded. Administrative overhead shall be levied on all damage claims, maintenance and
capital work, including line extensions billed to others to recover the costs of administrative
functions performed in support of field work. Including payroll and vendor invoice processing,
transportation, office supplies, postage, printing, legal fees, contract maintenance, utilities, human
resources, benefits and insurance.
Applicant: A person or legal entity, which has yet to meet all requirements as stated under
Conditions of Service for a new or existing location.
Billing Cycle: Customer accounts are proportionately and geographically divided into separate
groups called cycles.
Billing Period: Utility usage is calculated and billed approximately the same time each month
throughout the year. Depending upon the number of workdays, weekends and holidays in any
month, billing periods may fluctuate.
Close Account: To stop billing for services to a specific customer, that may result in the physical
disconnection of those services.
Commercial Use: An enterprise of either a profit or nonprofit nature, the purpose of which is to
manufacture, sell or convey an idea, service or product (either tangible or intangible). (Also see
“General Service”)

Page 28 of 32

45

Customer Service Policies & Procedures

August 2026

Common-Use Facility: Facilities such as, but not but not limited to, common laundry room, water
heater, lighting, irrigation, and water serving more than one unit.
Connect Service: To physically start the availability/flow of service to the property.
Conduit: A tubular material suitable for receiving and protecting electric conductors.
Contractor: The party performing the utility work whether it is the actual owner or a person, firm
or corporation working for the owner.
Co-signer: An active CU customer with a minimum of two (2) years active service and favorable
credit history. CU customers receiving financial assistance with their CU bill are not eligible to be
co-signers.
CU: Canby Utility
Cubic Feet: A unit of measure used by CU when computing the amount of water consumed or
that passes through a meter. One hundred (100) cubic feet equals 748 gallons.
Customer: Any individual, partnership, corporation, firm, or governmental agency which has
applied for goods or services, been accepted, and is currently receiving goods or services from CU.
Customer definition by class or service for rate application purposes shall be according to the
“Applicable” section of the various rate schedules under which CU provides utility service.
Delinquency Notice: A notice mailed to customers when a full payment to the account has not
been received by the due date.
Demand: The maximum average kilowatt load used by the customer for any period of thirty (30)
consecutive minutes during the billing period.
Developer: An individual, partnership, corporation, or other legal entity, requesting an electric
line or water main extension to serve a specified parcel of land.
Disconnect Notice: A notice mailed to customers who are past due, prior to services being
disconnected. Previously referred as a “Door Hanger Notice” in prior CU Policies and Procedures.
Change was made February 1, 2017.
Disconnect Service: To physically stop the availability/flow of service to the property.
Diversion: To change the intended course of water or power without the consent of CU.
.
Electric Service: Generally, refers to the supplying of electricity and electric related services to
the end-user.

Page 29 of 32

46

Customer Service Policies & Procedures

August 2026

Estimated Read: When metered data is unavailable for billing purposes, an average measurement
of consumption based on same time period is used.
Facilities: The equipment, material and other appurtenances owned by CU including but not
restricted to poles, guy wires, anchors, transformers, meters, conductors, conduits, manholes,
switching cubicles, pad mounts, trans-closures, valves, pipes, traps, etc.
Favorable Credit: Twelve (12) consecutive months of utility service without any adverse credit
action and not having any monies owing to CU.
Fraud: Evidence of fraud includes but is not limited to the following activities:
1.
2.
3.
4.
5.

Unauthorized receipt of utility services by theft, diversion, tampering or
unauthorized connection;
Using service without having contracted with CU to do so and refusing to
establish service in a responsible billing party’s name;
Making an application for service in a fictitious name or non-occupant; and
Making an application in the name of another member of the family or household
or other occupant which assists in the avoiding a prior outstanding debt to CU,
and;
Obtaining a utility service connection without paying CU all monies due by the
customer to CU prior to service connection, unless specifically exempted in
writing by CU.

General Service: An electric utility service used for purposes not included under such
classification as Residential, High-Density Load Service, High Voltage, Street Lighting, Private
Property Lighting, etc. Living units used jointly for both domestic and business purposes shall be
considered general services if 50% or more of the square footage of all enclosed structures served
is devoted to commercial use.
High-Density Load Service: An electric utility service used for data centers, hosting or operating
cryptocurrency mining activities, artificial intelligence (A.I.) hosting centers, web hosting centers,
or other similar facilities or operations. CU retains sole discretion in evaluating and classifying
customers under this definition. Classification decisions will be based on a holistic assessment of
the customer’s operations, energy usage patterns, business model, and other relevant
characteristics. Customers classified as High-Density Load Service must take service under the
designated Data Center Rate Schedule. These customers are not eligible to receive service under
any other general service tariff offered by CU.
Kilovolt (kV): One thousand (1,000) volts.
Kilowatt (kW): A unit of productive power equal to 1,000 watts, or 1.341 horsepower.
Kilowatt-Hour (kWh): The amount of energy delivered in one hour when delivery is at a constant
rate of one kilowatt (3412.8 BTU’s).

Page 30 of 32

47

Customer Service Policies & Procedures

August 2026

Landlord Billing Agreement: A property owner- (as determined by Clackamas County records)
signed authorization for billing of utility services during vacant or non-signed periods.
Living Unit: An area that is used for residential purposes.
Master Meter: Meter that serves a wholesale customer, such as a water district.
Meter: An instrument used for measuring the water, energy or power delivered to the customer.
New or Expanding Large Load (NELL): A New Load is any service that is first connected to
the electrical distribution system after October 1, 2013, and that is expected to have a load of
greater than or equal to 3.1 average megawatts (aMW) or peak of 3.1 MW. An Expanding Load
means any service currently connected to the electrical distribution system and that is expected to
increase average annual load greater than or equal to 3.1 aMW or additional peak of 3.1 MW when
compared to that service’s monthly energy and demand consumption history during the
immediately preceding calendar year.
Operations Overhead: Computed at a percentage of direct labor. Operation overhead shall be
levied on all capital, maintenance and damage-claim work billed to others to recover the costs of
planning, engineering studies, construction supervision, work order processing, training,
communications, staff meetings, safety, customer field support and inspections.
Permanent Service: The long-term utility service to a structure that is designed to remain in one
place. Permanent or temporary service classification shall be at the discretion of CU.
Point of Delivery: The point of delivery shall be the point of attachment of CU’s water service
line or electric conductor to the customer’s line or conductor without regard to the location of CU’s
metering equipment. In all cases, CU shall designate the point of delivery.
Power Factor: The ratio of kilowatts to kilovolt-amperes expressed in percentage.
Prorated Billing: A method of billing charges, based on the fraction of the month for which the
customer is served.
Qualified Medical Professional: A United States-licensed physician, nurse practitioner, or
physician’s assistant authorized to diagnose and treat the medical conditions described without
direct supervision by a physician.
Rate Schedule: A formal statement of the charges and conditions for a particular class or type of
service in a given area.
Residential Service: Service furnished to a living unit that is separately metered and is primarily
used for domestic purposes. It further includes duplexes, triplexes, quads, any second service
determined to be domestic use and billed on the same residential account, and common use

Page 31 of 32

48

Customer Service Policies & Procedures

August 2026

facilities associated with those structures. It excludes dwellings where tenancy is typically of a
transient nature such as hotels, motels, and lodges. Also excluded are sororities, fraternities, and
apartment complexes served through a shared meter.
Boarding, lodging, rooming houses or group care facilities shall be considered residential service
if not more than five (5) private sleeping rooms exist for use by other than members of the
customer’s family. A boarding, lodging, or rooming house means a building other than a hotel,
which advertises as a boarding, lodging, or rooming house, or is a licensed place of business with
rooms for available for rent.
Living units used jointly for both domestic and business purposes shall be considered residential
services, if more than 50% of the square footage of all enclosed structures served is devoted to
domestic use. However, CU reserves the right to exclude combined business/residential services
from the residential rate where a disproportionate amount of either the monthly kW or kWh load
is consumed by the business portion, as determined by CU. The customer has the option of
separating the wiring such that the residential portion may be metered and billed separately.
Service Drop: The overhead service conductors from the last pole or other aerial support,
including the splices, if any, which connect to the service entrance conductors at the building or
other structure.
Shared Meter: Single meters which serve more than one residential or commercial unit. Utility
service provided through a shared meter remains the billing responsibility for one customer but
may serve multiple units.
Tampering: To rearrange, injure, alter, interfere with, or otherwise prevent from performing
normal or customary function, any property owned by CU for the purpose of providing utility
services. Including but not limited to, any unauthorized breaking of CU’s meter seals, locking
devices, or meter glass, placing of a foreign object in a meter or otherwise interfering with an
accurate registering of consumption; unauthorized connection or reconnection of shut off services;
any act which interferes with the delivery, billing, and compensation of CU’s services.
Temporary Service: A utility service of a short-term or transient nature, which may or may not
be to a support or structure designed for permanence.
Theft: The use or receipt of the direct benefit of all or a portion of utility service with knowledge
of a diversion, tampering, unauthorized connection or of circumstances supporting a reasonable
belief by CU that the use or receipt was without the authorization or consent of CU at the time of
the use.
Unpaid Water Service: A previously installed (at CU’s expense) water service line for the
provision of future service to an unserved property.
Utility: Any company that provides services such as steam, water, gas, or electricity.

Page 32 of 32

49

Customer Service Policies & Procedures

August 2026

Utility Service: Generally, it refers to the supplying of utility and utility related services to the
end-user.
Water Main: The pipe laid in the street, alley, or utility easement for the distribution of water to
customers through service lines.
Water Service: Generally, it refers to the supplying of water and water-related services to the
end-user.
Weather head: The termination at the end of the conduit through which the customer’s
conductors pass for attachment to an aerial service drop.

Page 33 of 32

50

MEMORANDUM
To:

Chair Molamphy, Member Pendleton, Member Westcott, Member LeBlanc,
and Member Yarborough

Copy to:

Kari Duncan, Jason Berning, Jason Peterson, Barb Benson, Sergio Avalos

From:

Mike Schelske, Finance Manager

Date:

August 6, 2026

Subject:

Financial Results for the Quarter and Twelve Months Ending June 30, 2026

Please refer to the attached Charts, Financial Highlights, Income Statements
(Statement of Operations and Changes in Net Assets), and Balance Sheets for
supporting details and additional information.
YTD Electrical Highlights
x

Operating revenue of $15.7 million was 1% under budget.

x

Total expenses (purchased power and operating expenses) were under budget
with 96% of the budget spent after 100% of the year.

x

Purchased power of $9.5 million was 3% above budget.

x

The operating profit of $260,000 was 239% above budget.

x

Change in Net Assets of $2.3 million was 53% above budget, driven by higher
operating profit and higher contributed capital.

Water Highlights
x

Operating revenue of $5.8 million was on budget.

x

Operating expenses were under budget with 90% of the budget spent after 100%
of the year.

x

Operating profit of $1.6 million was 39% above budget.

x

Change in Net Assets of $4.0 million was 8% above budget due to higher
operating profit.

Please feel free to contact me if you have any questions or comments.

51

Charts on following pages:
x

Electric Revenue Waterfall Chart

x

Electric Department Budgets – Percentage Expended YTD

x

Water Revenue Waterfall Chart

x

Water Department Budgets – Percentage Expended YTD

52

Canby Utility
Financial Highlights
Quarter and YTD Ending
June 30, 2026
Quarter

Electric Operations

YTD
Budget

Actual
Balance Sheet
Cash & Investments

Actual

Budget

$

19,129,095

$

15,729,065

$ 15,903,087

YTD
Over (Under)
Budget

Budget
Status

Statement of Operations & Change in Net Assets
(174,022)

Within Budget

9,239,029
6,851,221

237,005
(857,930)

Unfavorable

259,741

(187,162)

446,904

Favorable

-1.7%

1.7%

-1.2%

219,581
211,073

824,983
1,213,150

842,948
844,298

(17,965)
368,852

Within Budget

Operating Revenue

$ 3,738,993

$ 3,670,058

Purchased Power
Operating Expenses

2,167,128
1,340,674

2,071,981
1,658,671

9,476,034
5,993,290

Operating Profit (Loss)

231,191

(60,594)

6.2%
(167,225)
620,334

Operating Margin
Other Rev. (Exp.)
Capital Contributions
Change in Net Assets

$

684,301

$

370,060

$

2,297,873

$

$

Favorable

Favorable

1,500,084

$

797,790

Favorable

Budget

YTD
Over (Under)
Budget

Budget
Status

Sales Data
kWh Sold

43,459,273

194,822,433

kWh Purchased

45,229,567

200,791,932

Quarter

Water Operations
Actual

YTD
Budget

Balance Sheet
Cash & Investments

Actual

$

13,670,341

$

5,752,694
4,119,521

Statement of Operations & Change in Net Assets
Operating Revenue
Operating Expenses

$ 1,434,040
1,021,697

$ 1,414,768
1,144,084

412,342

270,684

1,633,173

1,173,978

28.8%

19.1%

28.4%

20.4%

Other Rev. (Exp.)
Capital Contributions

(3,400)
1,180,659

188,407
$ 473,006

560,733
$ 1,818,940

641,003
1,892,018

Change in Net Assets

$ 1,589,602

Operating Profit (Loss)
Operating Margin

$

932,097

$

4,012,845

$

$

5,752,178
4,578,200

3,706,999

$

$

516
(458,679)

Within Budget

459,195

Favorable

(80,270)
(73,078)

Unfavorable
Unfavorable

305,846

Favorable

Favorable

Sales Data
Cu. Ft. Sold

Q4 & YTD Highlights

22,325,700

103,778,123

53

Electric Energy Sales (in thousands) Waterfall Chart
Twelve Months Ending 6/30/26
Increase

Decrease

Total

17,000
16,500
16,000
15,500

15,903
(189)

10

250

(1)

(0)

59
(329)

55

15,729

(7)

(22)

15,000
14,500
14,000

Electric Dept. Budgets - % Expended YTD
Twelve Months Ending 6/30/26
0%

20%

40%

60%

80%

BUDGET YTD

96%
44%

EXECUTIVE

121%

ADMINISTRATIVE

94%

CUSTOMER SERVICE

104%

FINANCE

101%

OPERATIONS
DISTRIBUTION
RISK MANAGEMENT

120%

100%

TOTAL OPERATING EXPENSES
BOARD OF DIRECTORS

100%

73%
63%
80%

54

Water Sales (in thousands) Waterfall Chart
Twelve Months Ending 6/30/26
Increase

Decrease

Total

6,000
5,800

5,752

19

2

29

(4)

(100)

5,600

5,684

(14)

5,400
5,200
5,000
4,800
4,600
4,400
4,200
4,000
Residential
Budget

Industrial
Commercial

Municipal

Multi-Family
Irrigation/Hydrant

Total

Water Dept. Budgets - % Expended YTD
Twelve Months Ending 6/30/26
0%

20%

40%

60%

80%

100%

BUDGET YTD

100%

TOTAL OPERATING EXPENSES
BOARD OF DIRECTORS

90%
40%

EXECUTIVE

106%

ADMINISTRATIVE

93%

CUSTOMER SERVICE

93%

FINANCE

95%

OPERATIONS
DISTRIBUTION

82%
59%

WATER TREATMENT PLANT
RISK MANAGEMENT

101%
87%

55

     


 


 


 


 
 

 

  

 
   



    
        

     
        
   
     
(   




!
  

  (   
 ) * + ,)-
     "#    
 !    

   $ %    
   ) * + ,)-
 . +/ 0  1
  &"  
  &
     
  &
    
  ' 
(      )   
   . +/ 0  1

  



 

    

    







  





 





 



 





    





 

 






  









 

 !"##

$!!"%

&& &"$

"!'

   

 





%&!" &

%$&!&"$

 #!%"#



&"%'

   

  

 



  

 

  







   

   

  

  

 

!! $ "#!

!$$$"$

!$!#"#

%"#'































   

   



%$%#" 

%$%%$&" 

 #

!&&"#&





 

& #

"!




%$#&"

"'

%!##"!%

" !'

2 +(  
  2 
  

    
  !   *+  
  !  
  ! "  
 
     !   

  

 

 

 



 

 



 







  

 

 

 

 

 



 





 

 

 

 #$&" #

"&

 &

 "% '





  

 

  (  2 

  "%

 %&" 

&$!"

%"%'

 2 

#%#!$"#!

%&"!

! #%"

%%" '

    2 
(  2 
,

(   1   +
  

   

 

  







" &









56

     


 


 


 


 
 

2 +(  
-   !
 ! " 
.* ,  /0
  "#  






  

  

 



  

  





   





   

  








  

 

%$#% &%"

%&!" $

%$!#"&!

%%"'

34 - )  

!! $ "#!

!$$$"$

!$!#"#

%"#'

 (  

 %$&%%%"! 

&!&$!"&

&&$"%

&"##'

 2 +(  

 # &&"#&



%%##"!%

" !'

 

(   1   +

& #

"!







57

   5  


 


 


 


 
 

 
   



    
        

     
        
   



  

 

  

   

 





 



  



  



 . +/ 0  1
1!  
#  
  &

  &
     
  &
    
(      )   
   . +/ 0  1

  

  



   

  

 

  $#"#

!$#$%"$

%#$"!'

  

   



&&#&%"!

  & "

6&&"#7

#"'

  

  

 







   



 







  







" #








% %%" 





 

  

  (   

   ) * + ,)-

  

 



!
  

 ) * + ,)-
     "#    
 !    

   $ %    

 

 

     
(   


 

 

#% & #"!



 









%##%$"#




"!'



 






























%&$$#"!#

% &&#!"

!%!"!#

$"&'

& &&#$" 

&%#$%"#

$ $%" 

!"'

  

 

2 +(  
  2 
  

    
 2
   
  ! 

  !   *+  
  !  
  ! "  
 
     !   
    2 
(  2 
,

   

 













 

  

 

   



  







 



 

  

  

 

 

 







  

%! &&"







 

 $"$










 

6&%!"$7

%"%'

 









  (  2 

%$&#%"!

%!%%"!

6%"7

%"#'

 2 

$$" !

# "

6 !%!"$7

%%"%&'

58

   5  


 


 


 


 
 

  

 

2 +(  
(   1   +
  
-   !
 ! " 
.* ,  /0
  "#  



 

(   1   +

 

 



 

  

 



 

 

   



   

  

  

  

   

  



     



 



 

%% &"

%% &$"$

%$$"&

 
%!"%'

34 - )  

" #

#% & #"!

%##%$"#

"!'

 (  

&$#"!&

! !  "

&%#& "

%"'

 2 +(  

& &&#$" 

&%#$%"#

$ $%" 

!"'

59

  !"

  / 

  01-2.

#

"$%#& ##

%+ )('
-&&'(+.

 &*(%

"&! ##

%!#&" ##

"$$ ##

&#&% !&

%%&'+(%

# ##

"$% &

 + 

:  0

!!# $%

<7   

!!#$% %"
&$&$!& &

1 0  -

9 

!$$ ##

#! ##

%& !
!" #

"!# ##

# $

,>  -



%))&(*

 *%(

%(
%%'(++

%## ##
%%" ##
!!! ##
# ##
### ##
%% ##

%%&&))(*

%%&'%& (

!! ##
" ##
## ##
 ##
#" ##
!% 

!#&$ 
# ##
%%"# !
%! 
!##&# $
%!!$% 
# ##
$#!! #
%# 
%$" "$

 !!
" 
%" !
#%! $$
&""! !
#"! 
%! 
$##! 
%&"$ #%
##! $

'*%)+(+)

-%%+(&.

'"&! ##(

'!$&# #(

'!&%! &(

$!" &

'$%#" !(

% #

'"# $"(

'" !(

- % &( %.

&'(&,

&(%),

%## ##)

$ $)

# #)

$ #)

 $)

 !)

! &)

!% %)

(*%,

*+( ,

-%++))()&.

(),

" ##)
$ %)
% %!)
# ##)
% )
% )

&'(%)

'" ##(
'$& ##(
'! ##(
' ##(
" ##
'%! "(

% )

$" )
 %)
% #&)
%! %)

# "!)
" %)
% &#)

' !(
" 
'! #(
'"#!$ #(
'!"" #%(
$#$ $
%! 
'& $&(
'%!# %(
!%$ #

  










*')+%(

%*+ '+(%+

"#$ "&

&&!&$" &!

"&$ !!

%$&!" %"

%$# !

!"" &$

!"%$#& !

 ""

%*)' *(%)

) ''()%

%% ##
%# ##
!!## ##
" ##
"&%# ##
#! "%

%**& *(+ 

"#$ %
" 
%#&$ !
%!$ "
!% $
#! ##
#$%" %$
$"& &#
%!$! 
#%$ &

-%&)% (+&.

% '+'(++

% ##

%$$!$ ##

"& ##

%%%$% $$

"#& ##

$%!!! ##

!#"! ##

%"$$ ##

%*'& (' 

%&%(

%## ##
%$##$ ##
"&& ##
## ##
"### ##
#% ##

%**&*)+(' 

""&$#" !
# ##
%!&& #$
%!$ 
!!$#$" %
%" "#
# ##
$! "#
#$&" %$
%&% $

++ '(*%

- '*(.

'%"& %(

'&#$ #"(

'#&$" "(

%!"$ "!

!!#& !

'#" #(

$#$$ !

'"# !(

-%)+%()'.

* &)()%

'% ##(
$ ##
'$& ##(
'! ##(
"%# ##
$!$ "%

- )'(*.

'%&$" %(
" 
'%#$ "(
'!&$ "(
'%$ "#(
&#! !#
#$%" %$
'$ #(
'"# (
&" #

60

&()&,

(& ,

# #)

!" ")

 )

% %#)

$ $)

 !%)

# $)

 #)

%(',

% (*),

% ##)
% #$)
% "")
$ %")
& &!)
! &#)

%(+*,

 $!)

& #)
% #)
# %)
 )

% #%)
! #)
 %)


   












    

;0   -

<=

  / 

#

891 :9 
 
9 
;   79
9  60 ;  0 9
 
8 
<  ,   -  
#    $!"

   
* + ,   - 
.  /  
0100  
2 100  
3  
425 1

1 6  2  
  7
1 +6*  6
#  $


  !"



 

+%)(

-*'(+ .

01-2.5   
 5 

 *)()

*' )')(%&

#  5 

 

$## ##
&& &#
$&!$!# 

,  4:79 
1 + +6<  
2 ,>  9 

%%%))(



)*)(

%%""! ##
# ##
$ ##



)+ (

-'*&+(*'.

  !"4/ 

#

!! ##
### ##
## ##
!!! ##
### ##
'### ##(
# ##
# ##
% ##
# ##
# ##
'%" ##(

(),

"" &
$" &"
# ##
#! &
'&$" $(
'%#$% &!(
'%$ #!(
'$ $(
!#" !
# ##
'!!#" &&(
'%!$! "#(

*(%',

*%*( 

* ++(%&

'!"! ##(
&& &#
$!$$ 



-)+'%(%.

*(%,

)+&(+,

$ $)

"$ )

+(*%,

+'&( ,

 !#)
"" %#)
%## ##)
" !#)
#& ")
!# $)


 #)


%& !&)

-)&+(*'.

' %%(
'%$ #!(
'## ##(
%# &
'!#%$" $(
'%#$% &!(
'%$ #!(
'$ $(
'%#! $"(
# ##
'!!#" &&(
!! !#

  










')&)(%

%%%+'(*+

$$#$ 
&& &#
&%""" &&

%&+)())

&+'&()+

!!#$ $
&% 
%# %
!& $
%!$ !
'"%% (
'! %"(
% $!
" &
$ ##
'!!#" &&(
'%$" (

%( *,

%*&(*

&++'&(

%$%! ##
# ##
"#&" ##

 **)&*(*

&+'+&(

!!&& ##
$### ##
### ##
"&& ##
#### ##
'#### ##(
# ##
# ##
""#&# ##
# ##
# ##
'###$ ##(

%(%&,

)'))&'()'

 &&*%(*+

!!# 
&& &#
'%%%%& #%(

+&'&(*

-%)' *( .

'"&% (
&% 
'$%&! (
%%&# $
%!$ !
'%%% (
'! %"(
% $!
'&#"" "%(
$ ##
'!!#" &&(
%% %

61

*(%&,

+( ',

"% #")

% )

*(+%,

(%,

 !!)
% %)
& &#)
$% $#)
%! &#)
# #)


%% &$)


" )


   












    

 2 
 2   
 93 ?
+  2 
 <   @3 0
 2  1 
 <  1 @,>7  
 076 -
3   3 0
. < 7  = 7  6
2< 7  = 7  6
<  3   ,>7 

  !"4/ 

  5 



  3  



 

  !"

$%$ !
%!"" 

 + 

A   0

  / 



 93 ?
 <   @3 0
3 7  9 
 <  1 @,>7  
3 7  9 1

  !"4/ 

  3  

  01-2.

#

)(&&,

+&(++,

!! ##
$### ##
!" ##
# ##
'!" ##(

'*(+

%)%'()

# ##
'%##$& &$(
% #
# ##
'%!! (

'*)(

$%! ##

)'*(*+

# ##

""# ##

%"%$ "

:  0

%&$ ##

%%!#& 

9 

<7   
%#! ##

%&## ##

&!! 

 

%" ##
%!! ##

%! $

;0   -

! ##

1 0  -

%# #

 %'(+

"$& ##



 +**%*(+

(

 %'(+

 +**%*(+
(

# ##
$$"!$# $
%#" $
""& %$
"&$ $
%&$ $"
%&" 

& &&
!"& $%
"&$&& &#
$" !!
"% 
%$$% "%
%% 



'!! ##(
'%$$& &$(
'% #(
# ##
'%$ (

) '(

-*')) (+ .

'$%! ##(

!$ 

'!! ""(

'&!! (

'%"# %(

'&" !(

'$% $(

& "#

'% $#(

%*'(

%## ##)
!% $")
" ")

! &%)

( *,

%*(,

%## ##)

% $)

!" )

! &)

%% !)

$ &)

 %)

& $)

! "&)

(%*,



(%*,

%*'(
(


% !)
# )
! $)
%# %$)
# $)
" #$)

& &&
'%% #$(
%!!& 
'!# %(
'#" "(
' "(
%!& !$

  










# ##
& $&
&$ #$
'%$ (
'!$ &(

&(',

% %)() 

+%%'*%( 

& "

%$&&$%# $

$!$$ %

%&!& $

%!&# %&

%"! &

#"! 

&!%! #

%$ %#

*)* '+(%

(

*)* '+(%

& &&
!"#$& 
"%"& $
"!& "#
$ "
&%%$! %!
%&!## 

!&! ##
$### ##
$$%!! ##
# ##
'$$%!! ##(

(+%,

%%)'))(' 

+*)&(

#% ##

%$"&$ ##

%!!# ##

!"$ ##

%$&% ##

#% ##

$#% ##

&%$$ ##

$%$ ##

*)*%))(' 

(

*)*%))(' 

# ##
!$"$ &!
&$ $
"#& #
$&" 
&#$ 
%"#%$ #&

'!&! ##(
'$##$% %(
%%! #$
'%$ (
%%" %%

+*'%'+(&

-+*& )&( +.

'% (

#$ $

'!&"% (

'$!$!$ !(

'"#% %(

'%!$$! $%(

'%!! %$(

#& #

'$! &#(

*% (% 

(

*% (% 

& &&
'%##$ %%(
&# $
%"&& %#
'!# $$(
'%!#! "(
%" %!

62

%## ##)
" #)
! %)

 &!)

'(%%,

%(,

%! %$)

% !&)

$# $)

% $)

$ #)

 )

" !%)

 )

& )

(%,



(%,


 !)
$ $)
 )
 $&)
% $&)
%# "!)


   












   6

"&% "#

,>  -

<=

  / 

#

#  6 !"

* + A  - 
  
100  
3  
  7
 906
3  546
#6 7


  !"



 

  !"4/ 
&(+

+*)*()

+'+)(+

'%%)*)('
%%% (&

#  5 

 

%*) )(

%$$# ##
$%! #&
$#$ ##

%" ##
&" ##
&!" ##

'+*(

$#$# ##
# ##
# ##
'&$# ##(

-%&%+(').

$&!% %
# ##
'!!% !(
'"# (

 *&*'()&

)*+&)('

%)( ,

+)&(),

$ "&)
# "!)
 ")

&(*,

-%&)(%.

'%#"" ##(
""$" #&
'%!! ##(

%*(),

 )


# %$)

-%*' (').

%" %
# ##
'!!% !(
%& !$

  










+%&+*(

%&%&''('*

$ %&
&#" %&
&#&&& "

%''*()

* )( %

"# %&
# ##
'!!% !(
'%#%# !(

) ''&(' 

%&'%&(

!##$ ##
%%$&%& ##
"% ##

%&%+'&(' 

 +%(

"!% ##
%### ##
# ##
'%%! ##(

*&+ ( 

-))&(*.

'!"$ %(
'$!" %(
%&"#$$ "

)&'+(+%

-&)('.

'%"## %(
'%$&# ##(
'!!% !(
%%% %"

63

&(*,

(& ,

" )
% $$)
" )

(&&,

%(*,

 &#)
&& ")

& &)


   












   6

A 4:79 
1 + +6<  
19 

  5 

01-2.5   
 5 

#

3   3 0
. < 7  = 7  6
2< 7  = 7  6
3   ,>7 



 

MEMORANDUM
To:

Chair Molamphy, Members Pendleton, Yarbrough, LeBlanc, ĂŶĚtĞƐƚĐŽƩ

From:

Kari Duncan, General Manager

Date:

August 6th 2026

Subject:

^ƚĂīZĞƉŽƌƚ – WŽůŝƟĐĂůĚǀŽĐĂĐLJWƌŝŵĞƌ

Background
dŚĞŝƚLJŽĨĂŶďLJŽƵŶĐŝůĂƉƉƌŽǀĞĚƉƌŽƉŽƐĞĚƵƉĚĂƚĞƐƚŽƚŚĞŝƚLJŚĂƌƚĞƌĨŽƌŝŶĐůƵƐŝŽŶŝŶƚŚĞ
EŽǀĞŵďĞƌĞůĞĐƟŽŶ͘ŚĂƉƚĞƌy– hƟůŝƟĞƐŝƐŝŶĐůƵĚĞĚŝŶƚŚĞƉƌŽƉŽƐĞĚĂŵĞŶĚŵĞŶƚƐ͘
^ƚĂīĂŶĚƚŚĞŽĂƌĚĂƌĞƐƵďũĞĐƚƚŽKZ^ϮϲϬ͘ϰϯϮ͕ǁŚŝĐŚƉƌŽŚŝďŝƚƐƉƵďůŝĐĞŵƉůŽLJĞĞƐ͕ŝŶĐůƵĚŝŶŐ
ĂƉƉŽŝŶƚĞĚŽĸĐŝĂůƐ͕ĨƌŽŵĞŶŐĂŐŝŶŐŝŶĐĞƌƚĂŝŶƉŽůŝƟĐĂůĂĐƟǀŝƟĞƐ͞ǁŚŝůĞŽŶƚŚĞũŽďĚƵƌŝŶŐǁŽƌŬŝŶŐ
ŚŽƵƌƐ͘͟ĂŶďLJhƟůŝƚLJ'ĞŶĞƌĂůCounsel ŵŝůLJ'ƵŝŵŽŶƚǁŝƚŚĞĞƌLJůƐŶĞƌ& Hammond has
ƉƌŽǀŝĚĞĚƚŚĞĞŶĐůŽƐĞĚƉƌŝŵĞƌ, ƌĞǀŝĞǁŝŶŐƚŚĞĐŽŶƐŝĚĞƌĂƟŽŶƐĨŽƌďŽƚŚĞŵƉůŽLJĞĞƐĂŶĚďŽĂƌĚ
ŵĞŵďĞƌƐ͘
ŽĂƌĚŵĞŵďĞƌƐĂƌĞǁĞůĐŽŵĞƚŽƉŽƐĞƋƵĞƐƟŽŶƐƌĞŐĂƌĚŝŶŐƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐŽŶƉŽůŝƟĐĂů
ĂĐƟǀŝƟĞƐ, ĂŶĚƐƚĂīǁŝůůĨŽůůŽǁƵƉǁŝƚŚĂŶƐǁĞƌƐĨƌŽŵŽƵŶƐĞů͘

65

Political Advocacy Primer
ORS 260.432 prohibits public employees, including appointed officials, from engaging in certain
political advocacy activities “while on the job during working hours” or while otherwise acting in
their “official capacity.” Political advocacy activities include advocating for or against a ballot
measure, such as the proposed Charter updates that have been referred to the voters.
1. “On the job during working hours” and “acting your official capacity”
As appointed officials, you are “on the job during working hours” or “acting in your official
capacity” when you:
x
x
x

Attend a Board meeting.
Attend another public meeting, a community gathering, or other event on behalf of the
Board.
Make statements, spoken or written, on behalf of the Board.

You are “on the job during working hours” when you attend a Board meeting or meet with staff
for Board business.
You act in your official capacity when you act on behalf of the Board. You act on behalf of the
Board when you act under the authority of the Board. For example, if the Board authorized you to
make a statement as the spokesperson for the Board, then you would be acting on behalf of the
Board when making that statement. If the Board authorized you to attend another jurisdiction’s
public meeting on the Board’s behalf, you would be acting on behalf of the Board. If you were
appointed by the Board to serve as a liaison to a neighborhood organization, then you would be
acting on behalf of the Board by attending a meeting of that organization even if the Board didn’t
directly authorize you to attend that meeting.
While on the job during working hours or otherwise acting in your official capacity, you cannot
engage in any political advocacy. This means that any statements that you make must be purely
informational, must be impartial, and must be balanced. For example, at a Board meeting, you
cannot urge, persuade, or advocate for yes or no on the ballot measures. Similarly, the Board cannot
issue a statement, verbal or written, that urges, persuades, or advocates for a yes or no vote on the
ballot measures. You also cannot endorse a ballot measure while you are at a Board meeting.
2. Acting in your individual capacity
On the other hand, you are not “on the job during working hours” or “acting in your official
capacity” when you:
x
x

Attend another public meeting, a community gathering, or other event as an individual.
Make statements, spoken or written, as an individual.

66

You are acting as an individual when you do not act in your official capacity as a Board member
and you do not act on behalf of the Board. For example, if you make a statement that the Board
did not authorize you to make on its behalf, you do not present your statement as the official
position of the Board, and you clearly state that your statement is your own and not the Board’s,
then you are acting as an individual. If you attend a community event that the Board did not
authorize you to attend on its behalf, you do not present your attendance as representative of the
Board, and you make it clear through your statements (if any), that you represent only yourself,
then you are acting as an individual.
You may identify yourself as a member of the Board while acting as an individual. For example,
you may issue a statement and sign it with your name and “Member of the Canby Utility Board.”
However, if you identify yourself as a member of the Board, then you should also clearly state that
you are acting in your individual capacity and your statements and actions are not representative
of the Board. In the earlier example, you should include a statement to the effect of “However, my
statement is my own and does not represent the official position of the Canby Utility Board.”
You may engage in political advocacy when acting as an individual – your statements on a political
matter can be persuasive and you do not have to be impartial or balanced.
3. Hypotheticals:
Can the Board author a letter in support of the Charter amendment ballot measures?
No. A letter that supports the Charter amendment ballot measures is political advocacy that
the Board cannot undertake.
Can individual Board members sign a letter in support of the Charter amendment ballot measures?
Yes, so long as the individual Board members do so as individuals and not in their official
capacity or on Board time. If the individual members will sign their names to include their
positions as Board members, then they should also clearly state that they are acting as
individuals and their letter does not represent the Board’s official position.
Can individual Board members discuss the logistics of signing such a letter while at a Board
meeting?
No. Individual Board members are “on the job during working hours” while attending a
Board meeting and cannot engage in political advocacy. Discussing a letter of support of
the ballot measures is political advocacy. However, to change the facts slightly, if the letter
was simply a neutral, balanced, and impartial statement of the facts, then that would not be
political advocacy and the Board could discuss such a letter at its meeting.

Can a Board member, acting as an individual, direct staff to help with the logistics of drafting a
letter in support of the Charter amendment ballot measures during work?

67

No. While the Board member, as an individual, can engage in political advocacy activities
such as authoring or signing a letter in support of the ballot measures, staff may not engage
in political advocacy activities while on the job during working hours, even if directed to
do so.
Can the Board authorize a Board member to present information about the Charter ballot measures
to a community organization’s meeting?
Yes, as long as the information is neutral, fair, and balanced because the Board member
would be acting on behalf of the Board.
Can a Board member attend a City Council meeting to give public comment about the Charter
amendment ballot measures?
Yes and the Board member can engage in advocacy as long as the Board member makes it
clear that the Board member is speaking as an individual and not a representative of the
Board.

68

MEMORANDUM
To:

Chair Molamphy, Members Pendleton, Yarbrough, LeBlanc, ĂŶĚtĞƐƚĐŽƩ

From:

Kari Duncan, General Manager

Date:

August 6, 2026

Subject:

^ƚĂīZĞƉŽƌƚ – August 11th ŽĂƌĚDĞĞƟŶŐ

City of Canby Urban Growth Boundary YƵĞƐƟŽŶƐ
ƚƚŚĞ:ƵůLJŽĂƌĚDĞĞƟŶŐ͕there was discussion about the City’s proposed urban growth
boundary (UGB) expansion ĂŶĚŚŽǁŝƚŵĂLJŝŵƉĂĐƚĂŶďLJhƟůŝƚLJ͕ŝŶĐůƵĚŝŶŐƚŚĞCanby Water
Supply Program’s (CWSP) planned Water Treatment Plant (WTP) ƐŝƚĞƐĞůĞĐƟŽŶ͘One of the
ƉŽƚĞŶƟĂůtdWƐŝƚĞƐƵŶĚĞƌĐŽŶƐŝĚĞƌĂƟŽŶ͕Site 11, is located outside of the City’s ĞdžŝƐƟŶŐh'͕
ŶĞĂƌƚŚĞŝƚLJ^ŚŽƉƐĂŶĚtĂƐƚĞǁĂƚĞƌdƌĞĂƚŵĞŶƚWůĂŶƚ͘Board members inquired about the
possibility of including this site in the City’s proposed UGB expansion͘I made inquiries with the
City’s Planning Director ŽŶ,ĂƌĚLJĂŶĚƚŚĞt^WƉĞƌŵŝƫŶŐĐŽŶƐƵůƚĂŶƚ͕tŝŶƚĞƌďƌŽŽŬ͕ about
ƚŚŝƐƉŽƐƐŝďŝůŝƚLJ͘ŽƚŚŝŶƋƵŝƌŝĞƐůĞĚƚŽƚŚĞƐĂŵĞĂŶƐǁĞƌ͘Site 11 is located within an area zoned as
ZƵƌĂůZĞƐĞƌǀĞ͘dŚĞ‘ZƵƌĂůZĞƐĞƌǀĞƐ͛ĚĞƐŝŐŶĂƚŝŽŶǁĂƐĨŝƌƐƚĞƐƚĂďůŝƐŚĞĚďLJůĂĐŬĂŵĂƐ͕
Washington, and Multnomah counties, ĂƐǁĞůůĂƐDĞƚƌŽďĂĐŬŝŶϮϬϭϭ, ĂŶĚƐĞƌǀĞƐĂƐĂƚLJƉĞŽĨ
͚ŽǀĞƌůĂLJ͛ŽĨĂĚĚŝƚŝŽŶĂůƌĞŐƵůĂƚŝŽŶƐto the underlying zoning͘/ƚidentifies lands intended to
remain protected from ƵƌďĂŶĚĞǀĞůŽƉŵĞŶƚĨŽƌĂĨŝĨƚLJ-year period͘ƐĂƌĞƐƵůƚ͕ƚŚĞĞĂƌůŝĞƐƚany
ƉŽƌƚŝŽŶŽĨƚŚŝƐƌƵƌĂůƌĞƐĞƌǀĞland could potentially be eligible for inclusion into the UGB is ϮϬϲϭ͘
ůƚŚŽƵŐŚƚŚĞƌƵƌĂůƌĞƐĞƌǀĞĚĞƐŝŐŶĂƚŝŽŶĐĂŶŶŽƚďĞĐŚĂŶŐĞĚŝŶƚŚĞŶĞĂƌĨƵƚƵƌĞ and cannot be
included in the City’s UGB expansion, ŝƚĚŽĞƐŶŽƚƉƌĞǀĞŶƚƚŚĞƵƐĞŽĨƚŚĞland for a public WTP
facility͘
Canby Water Supply Program – (CWSP) Project Update
The Board held ĂƐƉĞĐŝĂůŵĞĞƟŶŐŽŶ:ƵŶĞϯϬth ƚŽƌĞǀŝĞǁƚŚĞƌĞƐƵůƚƐŽĨƚŚĞt^WĂůƚĞƌŶĂƟǀĞƐ
ĂŶĂůLJƐŝƐ͘dŚĞĂůƚĞƌŶĂƟǀĞƐĂŶĂůLJƐŝƐŚĂƐďĞĞŶƚŚĞĨŽĐƵƐŽĨƚŚĞƐƚĂīƚĞĂŵĚƵƌŝŶŐƉƌŝůĂŶĚDĂLJ͘
dŚĞŽĂƌĚĂƐŬĞĚĨŽƌfollow-up ŝŶĨŽƌŵĂƟŽŶŽŶƌĞƐŝůŝĞŶĐLJ͕ŽƉĞƌĂƟŽŶĂů, and lifecycle costs for the
ŽƉƟŽŶƐ͘^ƚĂīĂŶĚthe project consultants will ƉƌŽǀŝĚĞĂďƌŝĞĨƉƌŽŐƌĞƐƐƵƉĚĂƚĞƚŽ the Board at
ƚŚĞƵŐƵƐƚŵĞĞƟŶŐĂŶĚĂƌĞ preparing to present more detailed responses at the September
ŽĂƌĚŵĞĞƟŶŐ͘
/ŶĨƌĂƐƚƌƵĐƚƵƌĞ&ŝŶĂŶĐĞƵƚŚŽƌŝƚLJŽĂƌĚWƌĞƐĞŶƚĂƟŽŶ
The CWSP will present the planned project’s ŽďũĞĐƟǀĞƐƚŽƚŚĞ^ƚĂƚĞŽĨKƌĞŐŽŶ/ŶĨƌĂƐƚƌƵĐƚƵƌĞ
Finance Authority (IFA) Board, ĂůŽŶŐǁŝƚŚĂƌĞƋƵĞƐƚĨŽƌΨϯ͕ϱϳϬ͕ϬϬϬŝŶĨŽƌŐŝǀĂďůĞůŽĂŶĨƵŶĚŝŶŐ
ƚŚƌŽƵŐŚƚŚĞ^ƚĂƚĞƌŝŶŬŝŶŐtĂƚĞƌZĞǀŽůǀŝŶŐ>ŽĂŶ&ƵŶĚ͕ŝƉĂƌƟƐĂŶ/ŶĨƌĂƐƚƌƵĐƚƵƌĞ>Ăǁ- Emerging

69

ŽŶƚĂŵŝŶĂŶƚƐĨƵŶĚŝŶŐ͘ĂŶďLJhƟůŝƚLJŚĂƐďĞĞŶƉůĂĐĞĚŽŶƚŚĞƉƌŽũĞĐƚƉƌŝŽƌŝƚLJůŝƐƚĨŽƌƚŚŝƐĨƵŶĚŝŶŐ,
which is intended to support the design phase of the CWSP project͘ƉƉƌŽǀĂůďLJƚŚĞIFA Board is
the next step in securing these funds͘KŶĐĞthe funding is ĂƉƉƌŽǀĞĚ͕ƚŚĞ^ƚĂƚĞĂŶĚĂŶďLJhƟůŝƚLJ
will ĚĞǀĞůŽƉ ĂĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚĨŽƌƚŚĞĨŽƌŐŝǀĂďůĞůŽĂŶ͕ĂŶĚƚŚŝƐŝƐŽŶĞŽĨƚŚĞĮƌƐƚƚĂƐŬƐƚŚĂƚ
the Bond Counsel ĂŶĚ&ŝŶĂŶĐŝĂůĚǀŝƐŽƌcontracts, ƉƌŽƉŽƐĞĚĨŽƌĂƉƉƌŽǀĂůat the August Board
ŵĞĞƟŶŐ, will be needed to sƵƉƉŽƌƚƚŚĞĚĞǀĞůŽƉŵĞŶƚĂŶĚƌĞǀŝĞǁŽĨƚŚĞĨƵŶĚŝŶŐĂŐƌĞĞŵĞŶƚ͘
Kiwanis WƌĞƐĞŶƚĂƟŽŶ August 3rd
I ĂƩĞŶĚĞĚ the Canby Kiwanis lunch ŽŶƵŐƵƐƚϯrd ĂŶĚƉƌŽǀŝĚĞĚĂϯϬ-minute ƉƌĞƐĞŶƚĂƟŽŶŽŶƚŚĞ
Canby Water Supply Program ĂŶĚĂďƌŝĞĨŽǀĞƌǀŝĞǁŽĨƚŚĞƉƌŽƉŽƐĞĚŝƚLJŚĂƌƚĞƌŵĞŶĚŵĞŶƚƐ
ĨŽƌŚĂƉƚĞƌyhƟůŝƟĞƐ͘/ĂŶƐǁĞƌĞĚƋƵĞƐƟŽŶƐĂďŽƵƚǁĂƚĞƌƐLJƐƚĞŵĐLJďĞƌƐĞĐƵƌŝƚLJŐŝǀĞŶƌĞĐĞŶƚ
ĐLJďĞƌĂƩĂĐŬƐŽŶǁĂƚĞƌƐLJƐƚĞŵƐŝŶƚŚĞh^͕CWSP project cost and ƚŚĞƐŝƚĞƐĞůĞĐƟŽŶƉƌŽĐĞƐƐĨŽƌ
ƚŚĞŶĞǁĨĂĐŝůŝƟĞƐ͕ĂŶĚǁŚĞƚŚĞƌǁĞǁĞƌĞĐŽŶƐŝĚĞƌŝŶŐŐƌŽƵŶĚǁĂƚĞƌĂƐƉĂƌƚŽĨŽƵƌĨƵƚƵƌĞƉůĂŶŶŝŶŐ
ĞīŽƌƚƐ͘
Electric Vehicle Charger
The commissioning process for the newly installed >ĞǀĞůϯEV Charger began in July͘ Charge
Point ŝĚĞŶƟĮĞĚƐŽŵĞĐŽƌƌĞĐƟŽŶƐĨŽƌƚŚĞĐŽŶƚƌĂĐƚŽƌƚŽĐŽŵƉůĞƚĞƉƌŝŽƌƚŽĂƉƉƌŽǀŝŶŐƚŚĞƐLJƐƚĞŵ
ĨŽƌƵƐĞ͕ĂŶĚƚŚĞƉĂƌƟĞƐĂƌĞŝŶĐŽŵŵƵŶŝĐĂƟŽŶregarding ƚŚĞŶĞĞĚĞĚĐŽƌƌĞĐƟŽŶƐ͘
Molalla River Symposium
No rescheduled ĚĂƚĞŚĂƐďĞĞŶƐĞƚĨŽƌĂDŽůĂůůĂZŝǀĞƌ^LJŵƉŽƐŝƵŵ͘ƐƐŽŽŶĂƐthe date is
ĂŶŶŽƵŶĐĞĚ͕/ǁŝůůƐŚĂƌĞƚŚŝƐǁŝƚŚƚŚĞŽĂƌĚ͘dŚĞ^LJŵƉŽƐŝƵŵŝƐďĞŝŶŐŽƌŐĂŶŝnjĞĚďLJƚŚĞ Molalla
ZŝǀĞƌWĂƌƚŶĞƌƐ, ŝŶĐŽůůĂďŽƌĂƟŽŶǁŝƚŚůĂĐŬĂŵĂƐŽƵŶƚLJŝƐĂƐƚĞƌDĂŶĂŐĞŵĞŶƚĂŶĚůĂĐŬĂŵĂƐ
ŽŵŵƵŶŝƚLJŽůůĞŐĞ͘dŚĞĨŽĐƵƐŽĨƚŚĞĞǀĞŶƚŝƐƚŽĞŶŐĂŐĞǁŝƚŚthe local community to learn
ŵŽƌĞĂďŽƵƚƚŚĞǁĂƚĞƌƐŚĞĚĂŶĚƌĞĐĞŶƚŝŵƉĂĐƚƐĨƌŽŵƚŚĞϮϬϮϬǁŝůĚĮƌĞs and the ĞĐĞŵďĞƌϮϬϮϱ
ŇŽŽĚƐ͘ŽĂƌĚŵĞŵďĞƌƐĂƌĞŝŶǀŝƚĞĚƚŽĂƩĞŶĚ͘

70