HomeMy WebLinkAbout2013.11.20 Conservation Commission Agenda Packet ASHLAND CONSERVATION COMMISSION
Meeting Agenda A&
6:00=8:00pm — November 20, 2013
Community Development Building, Siskiyou Room `"T" 0 r
ASH LAN D
51 Winburn Way
1. 6:00 Call to Order
2. 6:00 Consent Agenda / Reports
2.1. Minutes Oct 23rd meeting
3. 6:05 Announcements
3.1.Next Regular Meeting: 18t" December 2013
3.2.Upcoming Sub-committee meetings for Dec
Sustainability Sub-Committee Dec 4t" & 18t" @ 2:00 PM
3.3.Other Announcements from Commissioners
4. 6:15 Public Forum (10 min to be evenly divided by public wishing to speak)
5. 6:25 Reports / Presentations
5.1. City Investment Policy Presentation — Barbra Christensen (20 min)
5.2. Council - Councilor Rosenthal (5 min)
5.3. City Staff— Hanks (10 min)
5.4. SOU Quarterly Report— Beigel-Coryell (5 min)
6. 7:05 Old Business
6.1. Sustainability Sub-Committee — McGinnis (20 min including
questions)
6.2. BYOB Update -Weir (10 min)
7. 7:35 New Business
7.1. Conservation Awards sub-committee establishment— Koopman (15
min)
8. 7:50 Wrap Up
8.1. Review of goal assignments (5 min)
8.2. Items to be added to next agenda (5 min)
8.3. Adjournment (8 PM)
ASHLAND CONSERVATION COMMISSION
Meeting Minutes
October 23, 2013
CITY or
Community Development Building, Siskiyou Room ASHY-ANC'
51 W i n b u rn Way
1. Call to Order
The meeting was called to order by Commission Chair Weir at 6:00. Commissioners
Beam, Buck, Beigel-Coryell, Gould, Koopman, Hartman, Silverberg and Weir were
in attendance. Commissioner McGinnis was present for a portion of the meeting.
Council Liaison Rosenthal and City Staff Hanks were also in attendance.
2. Consent Agenda / Reports
Chair Weir asked for a motion to approve the meeting minutes of September 25,
2013. Commissioner McGinnis noted that the month for the Sustainability sub-
committee presentation back to the full Commission should read November rather
than December. Additionally, Hanks noted that the meeting attendance list was
omitted from the minutes and requested the approval to note the addition of
Commission attendees. A motion to approve was made by Commissioner Hartman,
with a second from Commissioner Buck, with unanimous approval from the
Commission.
3. Announcements
Chair Weir announced the next Regular Meeting for November 20, 2013 with
upcoming Sustainability sub-committee meetings scheduled for November 6t" and
13t". Commissoner Beam announced that the pilot downtown storm drain filter
check project was in progress and invited Commissioners to take a look with he and
staff each Friday morning at 7:30. Commissioner Buck announced an E-Cycle event
happening in Jackson County on November 16t" with some extra features such as
hard drive erasing.
4. Public Forum
Winston Freidman spoke to the Commission about his desire to see the City make a
statement about divestment, whether through the City's own investments or by a
statement from the Council to PERS and other entities that hold make investments
with City related funds. The Commission asked questions about the exact request,
how it would be moved to Council and the final objective.
5. Reports
Council Liaison Report - Councilor Rosenthal
Councilor Rosenthal reported to the Commission that he made a request to the
Mayor for the Bag Ban/BYOB issue to be placed on the November 18, 2013 study
session and described the importance of how the issue was to be framed both
verbally by the Commissioners who are planning to present and by staff in the
drafting of the Council Communication that accompanies the Commission 3s
recommendation memo and supporting materials. Hanks offered to share a draft
Council Communication with the sub-committee at their next meeting.
Rosenthal also gave a brief recap of the Recology franchise agreement, rate
increase and Recycle Center surcharge decisions that were made by Council and
noted that the Mayor will be appointing an additional Conservation Commissioner
and two members of the public to the already established Council working group to
focus efforts on the future of the Recycle Center, including long term funding
options, operational issues, etc.
City Staff Report— Hanks
Hanks informed the Commission of some of the details of the Recology franchise
agreement already highlighted by Councilor Rosenthal. Additionally, Hanks
mentioned that the Conservation Division staff is working through significant
changes in the program operations of the current Earth Advantage/Energy Star new
construction green certification program that the Division has operated for over a
decade. Changes are being made as a result of program changes from both Earth
Advantage and Energy Star with a goal of maintaining or increasing participation
levels through third party inspection ability rather than City staff only.
Hanks also mentioned that the Electric Utility cost of service study was delayed and
will be presented to Council in their December 16,2013 Study Session. Hanks also
noted that Council recently approved a 5.3% electric rate increase which typically
drives an increase in the participation in Conservation Division energy efficiency
programs.
Ashland School District Quarterly Report— Hartman
Commissioner Hartman gave an overview of conservation related activities
happening at the various schools within the District. Bellview is using their garden
area for class activities, Eric Sandrock from the Middle School leads the AMS
garden activities and is heading up the AMS plastic round-up drive. Hartman
discussed that the high school has teacher learning targets that he is using to
conduct activities around composting, including making compost tea.
Hartman noted that Helman School is still working on their Ashland Ponds project
with Lomakatsi and Willow Wind has an active bird program running.
City Operational Sustainability Plan Update_— Hanks
Hanks gave an update on the progress of the Operational Sustainability Plan. Key
milestones included the recent completion of the Facilities Energy Audit for 18 City
buildings. That data, along with non-building energy data (significant pumps, lift
stations, etc) will be used to complete the energy portion of the plan and help
establish targets for future years. It is anticipated that a similar process will be done
for water consumption at city facilities. Work is underway in compiling fleet/fuel data
with the help of new pump software. A partial audit of material waste has been
completed but additional work is needed to better define actual volumes being
collected. With the federally required change from Materials Safety Data Sheets
(MSDS) to Safety Data Sheets (SDS), the City is conducting inventories of all of the
hazardous materials used at all facilities. This will be used to compile the
benchmark data for the operational sustainability plan and will assist in evaluation of
potential reduction, elimination or better replacements for these materials.
Hanks also noted that an SOU student is assisting in some of the plan development
as part of a capstone project.
6. Old Business
Process Update - "Bring Your Own Bag" Policy (Plastic Bag Ban) — Buck/Silverberg
Commissioner Buck gave a brief overview of the status of the recommendation
reminding the Commission of the already approved recommendation memo that will
be the key piece of the presentation to the Council at the November 18t" study
session.
Councilor Rosenthal noted that it is important to note that it isn't a finished product,
nor is it intended to at this point and that key components include the educational
aspect and the issue of the charge for the paper bags. Rosenthal suggested have
data references for the recommendation should it be needed in the discussion.
It was decided that the sub-committee would meet one additional time prior to the
study session to review the draft Council Communication from staff and to
coordinate the presentation efforts. The date was set for November 6t" at 3:30 in the
Recology meeting room.
City of Ashland Investment Policy/Divestment Issue — Barbara Christensen,
City Recorder Christensen was not present so Chair Weir suggested, with
agreement from the Commission, that it be placed on the November agenda.
Follow Up - Car Washing Best practices / Signage for Anti Idling— Gould
Car Washing - Commissioner Gould referred the Commission to the packet for
information on the car wash program solution to the existing issue of car washes in
local parking lots. The program would encourage fundraising groups to use a City
sponsored program that supports the use of the two automated car wash systems in
Ashland for fundraising efforts. These systems recycle their water and are
connected to the waste water system instead of the storm drain system. Gould has
contacted the City of Stockton who has run a successful program and will be
meeting with PW Storm Drain staff and Hanks to develop the program information to
be operated by PW staff.
Anti-idling signage for schools - Gould again referenced the meeting packet that
contains a selection of potential signage to be suggested and possibly purchased for
the School District to use in their parent/public parking lot and pick up areas to
encourage waiting drivers to turn off their engines while they wait. The Commission
selected the color sign that included a school bus graphic but added that they would
actual prefer that it be altered to be a passenger vehicle instead since these signs
will be targeted at parents rather than the school buses who already comply with
District policy for no idling.
7. New Business
Appointment recommendation of Commission members to Ad-hoc Recycle Center
Committee
Chair Weir reminded the Commission of the decision made by Council to expand the
previous group that was working to develop the Recology franchise agreement to a
seven member group to make recommendations on the future of the Recycle
Center. The new ad-hoc committee would contain the existing members; Councilors
Morris, Voisin and Slattery and Commissioner Beam, an additional new
Conservation Commissioner and two members of the general public.
Weir asked for those interested to give a short overview of their perspective on the
topic followed by votes from the Commission to appoint the members.
Commissioner Beam indicated that he is willing to continue in his role and again
stated that he feels that the garbage service should be mandated so everyone pays
equitably in the services.
Commissioner Koopman also stated her willingness to represent the Commission
and stated the importance for waste reduction goals and targets to be a part of any
recommendation.
Commissioner Beigel-Coryell also stated she was willing to represent. The
Commission voted to recommend Commissioners Beam and Beigel-Coryell to the
Mayor for appointment to the Ad-Hoc Committee.
8. Wrap Up
Weir noted the change in the November Meeting date to November 20, 2013. A
request was made to invite Public Works Director Faught to the November
Commission meeting to update the Commission on the road diet project. Hanks
asked the Commission for some topics they would like addressed, which included
trip data, ped/bike counts. Safety data, speed data. Hanks mentioned that the
matter would be in front of Council for a final decision in December and wasn't sure
of Faught's availability but would extend the invitation. Koopman reminded the
group that she would like to get work started on the Conservation Awards sub-
committee for the November agenda as well.
Chair Weir adjourned the meeting at 8:00 PM
CITY OF
AS H LAN D
Council Communication
November 19, 2013, Business Meeting
Annual Review of Investment Policy for the City of Ashland
FROM:
Barbara Christensen, City Recorder, christebkashland.or.us
SUMMARY
City Council review the current City of Ashland Investment Policy.
BACKGROUND AND POLICY IMPLICATIONS:
This policy was previously reviewed and approved by the City Council in December 2012 to meet
current Oregon Revised Statutes pertaining to investment of municipal funds.
The process for allowing Oregon credit unions as Qualified Depositories has been completed at the
State level and has been integrated into the City of Ashland Investment Policy. A list of Qualified
Depositories is attached for your information. At this time, there are no credit unions participating from
our area, but the additional language in the Investment Policy will allow this type of investment should
one choose to participate in the program.
In addition to adding the language for Credit Unions, it was a prudent time to review policy for current
practices and insertion of language provided by Resolution 2013-07 "A Resolution Adopting A
Responsible Banking Policy" that seemed suitable to the City Investment Policy.
The policy states that it shall be reviewed on an annual basis by the Investment Officer and the City
Council.
FISCAL IMPLICATIONS:
N/A
STAFF RECOMMENDATION AND REQUESTED ACTION:
Approve Revised City of Ashland Investment Policy
SUGGESTED MOTION:
Motion to approve City of Ashland Investment Policy as revised.
ATTACHMENTS:
Draft Revised Investment Policy
Press Release—Ted Wheeler, State Treasurer—Oregon Credit Unions
Resolution 2013-07
Page 1 of 1
City of Ashland Investment Policy
Revised November 2013
Page 1 of 7
CITY OF ASHLAND, OREGON
INVESTMENT POLICY
I. POLICY STATEMENT
It is the policy of the City of Ashland to invest public funds in a manner which will provide the
highest investment return with the maximum security while meeting the daily cash flow demands
of the entity and conforming to all state and local statutes governing the investment of public
funds.
II. SCOPE
This investment policy applies to activities of the City of Ashland ���,a pnr_T� QT
Reefe n in regard to investing the financial assets of all funds except for funds held in trust for
deferred compensation funds for the employees of the City of Ashland. In addition, funds held by
trustees or fiscal agents are excluded from these rules; however, all funds are subject to
regulations established by the State of Oregon. Other than bond proceeds or other unusual
situations, the estimated portfolio size ranges from$15,000,000 to $24,000,000.
These funds are accounted for in the City of Ashland's Comprehensive Annual Financial Report
and include:
General Fund
Reserve Fund
Special Revenue Funds
Capital Projects Funds
Debt Service Funds
Enterprise Funds
Internal Service Funds
Trust&Agency Funds
Funds of the City will be invested in compliance with the provisions of all applicable Oregon
Revised Statutes. Investments of any tax-exempt borrowing proceeds and any related Debt
Service funds will comply with the arbitrage restrictions in all applicable Internal Revenue Codes.
III. OBJECTIVES AND STRATEGY
The primary objectives, in priority order, of the City of Ashland's investment activities shall be:
1. Legality. This Investment Policy will be in conformance with federal laws, state statutes,
local ordinances, and internal policies and procedures.
2. Liquidity. The City of Ashland's investment portfolio will remain sufficiently liquid to
enable the City of Ashland to meet all operating requirements which might be reasonably
anticipated.
3. Diversification. Diversification of the portfolio will include diversification by maturity and
market sector and will include the use of multiple broker/dealers for diversification and
market coverage.
4. Yield. The City of Ashland's investment portfolio shall be designed with the objective of
attaining a market rate of return throughout budgetary and economic cycles, commensurate
with the City of Ashland's investment risk constraints and the cash flow characteristics of the
portfolio. "Market rate of return" may be defined as the average yield of the current three-
City of Ashland Investment Policy
Revised November 2013
Page 2 of 7
month U.S. Treasury bill or any other index that most closely matches the average maturity of
the portfolio.
Effective cash management is recognized as essential to good fiscal management. Cash
management is defined as the process of managing monies in order to ensure maximum cash
availability. The City shall maintain a comprehensive cash management program that includes
collection of accounts receivable, and the management of banking services.
Large and small financial institutions in the Ashland area are a vital part of our economic,
philanthropic, and civic infrastructure, and many bank leaders in this region strive together
with government to create a more vibrant community. When financial institutions tailor
their decision making, lending policies, and practices to the needs of the local community,
they are better positioned to help sustain the local economy and local employment.
IV. STANDARDS OF CARE
1. Delegation of Authority. Authority to manage the City of Ashland's investment program is
delegated to the City Recorder/Treasurer and Administrative Services Director who are the
designated investment officers of the City and are responsible for investment decisions and
activities, under the review of City Council. The day to day administration of the cash
management program is handled by the City Recorder/Treasurer or by, the Administrative
Services Director in the absence of the City Recorder/Treasurer.
Management responsibility for the investment program is hereby delegated to the City
Recorder/Treasurer and Administrative Services Director, who shall establish written
procedures for the operation of the investment program consistent with this investment policy
and subject to review and adoption by City Council. Procedures should include reference to:
safekeeping, PSA repurchase agreements,wire transfer agreements,banking service contracts
and collateral/depository agreements. Such procedures shall include explicit delegation of
authority to persons responsible for investment transactions. No person may engage in an
investment transaction except as provided under the terms of this policy and the procedures
established by the City Recorder/Treasurer and Administrative Services Director. The City
Recorder/Treasurer and Administrative Services Director shall be responsible for all
transactions undertaken and shall establish a system of controls to regulate the activities of
subordinate officials.
2. Prudence. The standard of prudence to be used by investment officials shall be the "prudent
person" standard and shall be applied in the context of managing an overall portfolio. These
standards states: "Investments shall be made with judgment and care, under circumstances
then prevailing, which persons of prudence, discretion and intelligence exercise in the
management of their own affairs, not for speculation, but for investment, considering the
probable safety of their capital as well as the probable income to be derived."
3. Limitation of Personal Liability. The Investment Officer acting in accordance with written
procedures, the investment policy and in accord with the Prudent Person Rule shall not be
held personally liable in the management of the portfolio.
4. Ethics and Conflict of Interest. Officers and employees involved in the investment process
shall refrain from personal business activity that could conflict with proper execution of the
investment program, or which could impair their ability to make impartial investment
decisions. Employees and Investment Officers shall disclose any material financial interests
in financial institutions that conduct business within this jurisdiction, and they shall further
disclose any large personal financial/investment positions that could be related to the
City of Ashland Investment Policy
Revised November 2013
Page 3 of 7
performance of the investment portfolio. Employees, officers, and their families shall refrain
from undertaking personal investment transactions with the same individual with whom
business is conducted on behalf of the City, Officers and employees shall, at all times,
comply with the State of Oregon, Government Standards and Practices Commission, code of
ethics set forth in ORS Chapter 244.
IV. AUTHORIZED AND SUITABLE INVESTMENTS.
1. Authorized Investments. All investments of the City shall be diversified by type, maturity
and issuer. Before any transaction is concluded, to the extent practicable, the Investment
Officer shall solicit and document competitive and offers on comparable securities. When
not practicable, the reasons should be similarly documented. At all times the Investment
Officer will strive for best execution of all transactions. Additionally, if reasonably
unanticipated events cause the portfolio limits to be exceeded, the Investment Officer will
take the steps necessary to correct the situation as soon as practicable. Investments may be
sold at a loss when the Investment Officer deems that such a decision is prudent.
2. Suitable Investments.
a. U.S. Treasuries
b. Agencies and Instrumentalities of the United States.
c. Savings and Demand Accounts (Oregon depositories only)
d. Time Certificates of Deposit(Oregon depositories only)
f. Banker's Acceptances (Oregon issued)
g. Corporate Debt
h. Municipal Debt(States of Oregon, California, Idaho and Washington only)
i. Oregon Local Government Investment Pool(LGIP)
The specific permitted securities are defined under Oregon Revised Statutes Chapters 294.035,
294.0401 294.046 and 294.810. (See Addendum A) Collateral requirements are bank deposits,
time deposits, certificates of deposit and savings accounts are defined in ORS Chapter 295. (See
Addendum B)
V. INVESTMENT PARAMETERS
1. Diversification. The City will diversify the investment portfolio to avoid incurring
unreasonable risks, both credit and interest rate risk, inherent in over investing in specific
instruments,individual financial institutions or maturities.
Diversification Constraints on Total Holdings.
ISSUER TYPE % of portfolio
U.S. Treasury Obligations Up to 100%
U.S. Government Agency Securities and
Instrumentalities of Government Sponsored Corp. Up to 75% and 25%per issuer
Bankers'Acceptances (BA's) Up to 25% and 15%per issuer
Certificates of Deposit(CD) Up to 35% and 5% of deposits per
institution
Municipal Debt Up to 35% and 10%per issuer
Corporate Debt (AA, A 1, P 1) Up to 25% and 5%per issuer
State of Oregon Investment Pool Securities ORS Limit 294.810
The investment officers will routinely monitor the contents of the portfolio comparing the
holdings to the markets, relative values of competing instruments, changes in credit quality, and
City of Ashland Investment Policy
Revised November 2013
Page 4 of 7
benchmarks. If there are advantageous transactions, the portfolio may be adjusted accordingly,
but not to exceed% as stated.
2. Investment Maturities. The City will not directly invest in securities maturing more than
three (3)years from the date of purchase.
a. The maximum weighted maturity of the total portfolio shall not exceed 1.5 years. This
maximum is established to limit the portfolio to excessive price change exposure.
b. Liquidity funds will be held in the State Pool or in money market instruments maturing
six months and shorter. The liquidity portfolio shall, at a minimum, represent six month
budgeted outflow.
c. Core funds will be the defined as the funds in excess of liquidity requirements. The
investments in this portion of the portfolio will have maturities between 1 day and 5 years
and will be only invested in high quality and liquid securities.
Total Portfolio Maturity Constraints:
Under 30 days 10%minimum
Under 90 days 25%minimum
Under 270 days 50%minimum
Under 1 year 75%minimum
Under 18 months 80%minimum
Under 3 years 100%minimum
Exception to 3 year maturity maximum: Reserve or Capital Improvement Project monies may be
invested in securities exceeding three (3) years if the maturities of such investments are made to
coincide as nearly as practicable with the expected use of the funds.
Due to fluctuations in the aggregate surplus funds balance, maximum percentages for a particular
issuer or investment type may be exceeded at a point in time subsequent to the purchase of a
particular issuer or investment type may be exceeded. Securities do not need to be liquidated to
realign the portfolio; however, consideration will be given to this matter when future
reinvestments occur.
VII. SAFEKEEPING, CUSTODY AND AUTHORIZED DEALERS
1. Safekeeping and Custody of Securities. The laws of the state and prudent treasury
management require that all purchased securities be bought on a delivery versus payment
basis and be held in safekeeping by the City, or the City's designated depository.
All safekeeping arrangements shall be designated by the Investment Officer and shall list
each specific security, rate, description, maturity, and cusip number. Each safekeeping
receipt will clearly state that the security is held for the City or pledged to the City. In
addition, repurchase requirements including Master Repurchase Agreements shall be in place
prior to any business being conducted.
2. Authorized Financial Dealers. The Investment Officer shall maintain a list of all
Qualified Depositories for Public Funds per ORS 295.002. An Oregon public official
may deposit public funds up to the amount insured by the Federal Deposit Insurance
Corporation (FDIC) or the national Credit Union share Insurance Fund (NCUA) in any
insured financial institution with a head office or branch in Oregon. Public funds
deposits that exceed these insurance limits, currently set at $250,000, may only be held in
City of Ashland Investment Policy
Revised November 2013
Page 5 of 7
a depository qualified by the Oregon Public Funds Collateralization Program (PFCP).
F.R.Be a r-31;clooleir of the Federal Reserve Bank of New Var-Ic-0 ff
,
At the request of the City of Ashland, the firms performing investment services shall provide
their most recent financial statements or Consolidated Report of Conditions for review.
All dealers with whom the City transacts business will be provided a copy of this Investment
Policy to ensure that they are familiar with the goals and objectives of the investment
program.
If the City hires an investment advisor to provide investment management services, the
advisor will follow the same procedure as outlined in VII Section 2. iLsy
3. Competitive Transactions. The Investment Officer will obtain telephone, faxed or emailed
quotes before purchasing or selling an investment. The Investment Officer will select the
quote which best satisfies the investment objectives of the investment portfolio within the
parameters of this policy. The Investment Officer will maintain a written record of each
bidding process including the name and prices offered by each participating financial
institution.
The investment advisor must provide documentation of competitive pricing execution on
each transaction. The advisor will retain documentation and provide upon request.
VIII. CONTROLS
1. Accounting Method. The City shall comply with all required legal provisions and Generally
Accepted Accounting Principles (GAAP). The accounting principles are those contained in
the pronouncements of authoritative bodies including but not necessarily limited to, the
Governmental Accounting Standards Board (GASB); the American Institute of Certified
Public Accountants (AICPA); and the Financial Accounting Standards Board(FASB).
Pooling of Funds: Except for cash in certain restricted and special funds, the City will
consolidate balances from all funds to maximize investment earnings. Investment income
will be allocated to the various funds based on their respective participation and in
accordance with generally accepted accounting principles.
2. Internal Controls. The City will maintain a structure of internal controls sufficient to assure
the safekeeping and security of all investments.
City of Ashland Investment Policy
Revised November 2013
Page 6 of 7
The Investment Officer shall develop and maintain written administrative procedures for the
operation of the investment program that are consistent with this investment policy.
Procedures will include reference to safekeeping, wire transfers; banking services contracts,
and other investment related activities.
The Investment Officer shall be responsible for all transactions undertaken.
No officer or designee may engage in an investment transaction except as provided under the
terms of this policy and the procedures established by the Investment Officer and approved
by the Council.
3. External Controls. The City of Ashland may enter into contracts with external investment
management firms on a non-discretionary basis. These services will apply to the investment
of the City's short-term operating funds and capital funds including bond proceeds and bond
reserve funds.
If an investment advisor is hired, the advisor will comply with all requirements of this
Investment Policy. The investment advisor will provide return comparisons of the portfolio
to the benchmark on a monthly basis. Exceptions to the Investment Policy must be disclosed
and agreed upon in writing by both parties. The Investment Officer remains the person
ultimately responsible for the prudent management of the portfolio.
Factors to be considered when hiring an investment advisory firm may include, but are not
limited to:
a. The firm's major business
b. Ownership and organization of the firm
c. The background and experience of key members of the firm, including the portfolio
manager expected to be responsible for the City's account
d. The size of the firm's assets base, and the portion of that base which would be made up
by the City's portfolio if the firm were hired
e. Management Fees
f. Cost Analysis of advisor
g. Performance of the investment advisory firm, net of all fees, versus the Local
Government Investment Pool or other benchmarks over a given period of time
IX. PERFORMANCE EVALUATION AND REPORTING
The investment portfolio shall be designed with the objective of obtaining a rate of return
throughout budgetary and economic cycles, commensurate with the investment risk constraints
and the cash flow needs.
The city's investment strategy is active. Preservation of capital and maintenance of sufficient
liquidity will be considered prior to attainment of market return performance. A market
benchmark will be determined that is appropriate for longer term investments based on the City's
risk and return profile. When comparing the performance of the City's portfolio, all fees and
expenses involved with managing the portfolio shall be included in the computation of the
portfolio's total rate of return. This would include any — , 2�� ,�zT� as wo'�
as outside management and identifiable in-house management.
The Investment Officer shall prepare monthly and quarterly compliance summary reports that
provide details of the investment portfolio, as well as transaction details for the reporting period.
Details shall be sufficient to document conformity with the provisions of the statutes and this
City of Ashland Investment Policy
Revised November 2013
Page 7 of 7
investment policy and shall include a listing of individual securities held at the end of the period.
All investments owned will be marked-to-market monthly by the City's third-party custodian.
The performance (total return) of the City's portfolio will be measured against the performance of
the Local Government Investment Pool (LGIP) and the yield of the 91-day U.S. Treasury Bill.
X. INVESTMENT POLICY ADOPTION BY GOVERNING BODY
This investment policy will be formally adopted by the City Council. The policy shall be
reviewed on an annual basis by the Investment Officer and the City Council. Material revisions
to this policy will require a review by the Oregon Short Term Fund Board, pursuant to current
Oregon Revised Statutes.
Quail-tied Depositories Page 1 of 2
Oregon State Treasury4eler
ORE ON STATE
TREASURER
HOME ABOUT TREASURY DIVISIONS REPORTS NEWSROOM CONTACT
Finance Division Qualified Depositories
--------------------
State Agencies Local Governments'Qualified Depositories
Local Governments
LGW Pesou—r-es QUALIFIED DEPOSITORIES FOR PUBLIC FUNDS
^4e wsIetttarL� Per Oregon Revised Statute 295.002,an Oregon public official may deposit public funds up to the
amount insured by the Federal Deposit insurance Corporation(FDIC)or the National Credit Union
Qualified Depositories Share Insurance Fund of the National Credit Union Administration (NCUA)in any insured financial
institution with a head office or branch in Oregon. Public funds deposits that exceed these
insurance limits, currently set at $250,000, may only be held in a depository qualified by the
Oregon Public Funds Collateralization Program(PFCP). The complc-te list of qualified depositories
Individivals&Families is presented below and was last updated on October2,2013.
Financial Institutions - Advantis Credit Union
• Albina Community Bank
• AmericanWest Bank
• Baker Boyer Bank
• Bank of America
• Bank of Eastern Oregon
• Bank of The Cascades
• Bank of The Pacific
Bank of The West
• Banner Bank
Capital Pacific Bank
Cascade Central Credit Union
Citizens Bank
• Clackamas County Bank
Clatsop Community Bank
• Columbia Community Bank
• Columbia State Bank
Commerce Bank of Oregon,The
• Community Bank
First Federal S&L of McMinnville
• Home Federal Bank,Nampa,Idaho
• Homestreet Bank
• Intermountain/Panhandle State Bank
Key Bank
• MAPS Credit Union
MBank
• Northwest Community Credit Union
• Old West Federal Credit Union
OnPoint Community Credit Union
• Oregon Coast Bank
Oregon Community Credit Union
• Oregon Pacific Banking Co.
OSU Federal Credit Union
• Pacific Continental Bank
PP Pacific Crest Federal Credit Union
0 People's Bank of Commerce
• Riverview Community Bank
5iuslaw Bank
http:Hwww.oregon.govltreasury/Divisions/Finance/LocalGov/Pa esl ualified-De ositori... 1
g � p 013112013
QualifiedDepositories page 2 of 2
• St.Helens Community Federal Credit Union
• Sterling Savings
* Umpqua Bank
• Union Bank of California
• Unitus Community Credit Union
• U.S.Bank
• Washington Federal
• Wauna Federal Credit Union
• Wells Fargo Bank
Treasury Menu Connect With Treasury Oregon State Treasury
Horne 900 Court Street,Room 59 Salem,OR 97301
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Office of Treasurer Wheeler:(503)378-4329
Divisions Treasury Services(503)378-4000
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RESOLUTION NO. 2013-0`7
A RESOLUTION ADOPTING A RESPONSIBLE BANHING POLICY
RECITALS:
A. The City of Ashland makes investments in accordance with the City's Investment Policy as
well as Oregon Revised Statutes.
B. The objectives of the City's investment portfolio are to preserve principal, provide sufficient
liquidity to serve the City's needs and to generate a fair return; to achieve these objectives;
the City invests in a diversified portfolio of conservative investments.
C. In addition to a diversified portfolio, the City of Ashland makes deposits in banks and relies
on banks for banking and treasury management services including checking, electronic
transfers and credit card processing services.
D. Large and small financial institutions in the Ashland area are a vital part of our economic,
philanthropic, and civic infrastructure, and many bank leaders in this region strive together
with government to create a more vibrant community.
E. The economic recession that began in 2007 and some federal programs and banking policies
severely limited financing options for homeowners and many small businesses.
F. When financial institutions tailor their decision making, lending policies, and practices to the
needs of the local community, they are better positioned to help sustain the local economy
and local employment.
G. The City of Ashland supports allowing local governments to deposit more than the current
NCUA insurance limit of$250,000 in State approved credit unions beginning in 2013.
H. It is in the City's best interest to increase participation in the competitive solicitation process
for its banking services during the contracting cycle.
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1.
The City of Ashland will continue to evaluate deposits in local financial institutions where those
deposits are consistent with the City's Investment Policy criteria of safety, liquidity and yield
and-when such deposits are consistent with the efficient management of the investment portfolio;
accordingly, the Council requests that the City Treasurer continue to exercise diligence in the
evaluation of potential opportunities to place deposits within local financial institutions.
SECTION 2.
The Council requests that the City Treasurer evaluate local credit unions and financial
institutions which are approved as qualified depositories by the State Treasurer provided such
deposits are consistent with the City's Investment Policy criteria of safety, liquidity and yield
and when such deposits are consistent with the efficient management of the investment portfolio.
SECTION 3.
The Council requests the City Treasurer to amend the City's Investment Policy to allow for
deposits more than the current NCUA insurance limit of $250,000 in State approved credit
unions and to bring the amendment to Council for
Resolution No.2013- Page 1 of 2
approval as part of the annual review of the Investment Policy.
SECTION 4.
In an effort to maximize competition for banking services and create an environment that
encourages local participation in the solicitation process, the City Treasurer will work
collaboratively with Procurement Services to identify any strategies and.best practices that would
enhance the chance for local participation in the procurement of banking services during the next
contracting cycle.
SECTION 5.
The City Treasurer will research national best practices and include as part of the selection
criteria for banking services other aspects of a financial institution's operations possibly
including, but not limited to, commitments to local lending and other community investments,
g small business loan programs, workforce data, and mortgage and interest rate and terms, to the
extent they are available at the time of the solicitation process and which provide a reasonable
basis of comparison and are allowed under law.
SECTION 6.
This resolution takes effect upon signing by the Mayor.
This resolution was duly PASSED and ADOPTED this day of 1320131 and
take fect upon signing by the Mayor.
Barbara Christensen, City Recorder ,
4
SIGNED and APPROVED this day of , 2013.
Jo n Stromberg,Mayo
Re ewed as to
6'avid H. Lohman, City Attorney
Resolution No.2013- Page 2 of 2
CITY OF
AS,HLAND
OPERATIONAL SUSTAINABILITY PLAN
Framework,Plan Format& Process Outline
Introduction
The Conservation Commission has long been interested in assisting the City in the development
of a formal cross-departmental sustainability planning effort to ensure coordination across City
operational functions. This planning effort can function as an internal communication and
tracking tool to develop prioritized actions to meet a variety of long term goals and objectives as
well as provide a location to report on existing efforts relating to operational sustainability and
efficiency.
Objective
In addition to the functions described above, an operational sustainability plan is a tool to
increase the efficiency of the organization in their resource consumption. Efficiency in this case
is defined as a reduction in consumption, an avoidance of use, re-use of resource or process by-
product with decision making based on analysis of all inputs and outputs of a given process or
product used. The resulting decision and action should lead the organization to increased
resource efficiency with a related, defined cost savings over a given period of time.
Goal
In May of 2012, the Commission recommended that Council amend a previous Council goal
relating to City operational efficiency. Council approved the recommendation which resulted in
the following Council goal:
"Develop a concise sustainability plan for the community and
for City operations, beginning with development of a plan
framework, suggested plan format, timeline and resource
requirements for City Operations that can be used as a model
for a community plan to follow"
With the understanding that the content and priority of specific actions will need to be developed
by City Staff, matched with budget planning and other existing planning documents and plans,
the Commission focused its efforts on the listed Council goal elements of:
1) Plan framework 3) Process & Timeline
2) Plan format 4) Resource requirements
1
Plan Framework
While the City has undertaken many different actions and
within its departments and divisions that have led to
programs p
increased operational efficiency and outcomes that are more
sustainable, there has been no formal guiding statement or
accompanying principles to help embed sustainability into daily
decision making in internal City operations.
The Commission and its Sustainability sub-committee spent
considerable time reviewing both community and operational
sustainability plans, with a particular focus on the different
types of decision making frameworks utilized.
Most if not all plans recognize and pay homage to the
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concept of triple bottom line (TBL) thinkin whichp p g�
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recognizes the connections between the three core areas of l .
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impact, planet (environment), people (social) and profit
(financial) and the need for all three components to be
considered in every decision. ,flf� � ,
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ICLEI—Local Governments for Sustainability
Because ICLEI specifically exists to serve local governments in their efforts towards
sustainability, the Commission recommends that the operational plan be developed using ICLEI
framework, tools and resources. This will provide City staff with a solid, understandable
framework and process to follow as the full plan is developed.
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Additionally, as a member of ICLEI, the City has access to a variety of Sustainability planning
and implementation resources, most notably the Sustainability Planning Toolkit
(http://www.icleiusa.gEg/sustainabi'lit3qoolkit).
The Natural Step
The Natural Step is a comprehensive framework guided by basic principles summarized by four
system conditions shown below. The framework requires the recognition that strategic planning
and decision making must be made within the constraints of the system conditions and uses a
process called"backcasting" to set a target or vision of success followed by the development of
steps or actions needed to achieve that target.
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The Commission recognizes that there are distinct differences between an operational plan and a
community-wide plan and while the Commission recommends the ICLEI framework and
protocol for the City's operational sustainability plan, that may or may not be the best fit for the
community plan that the Commission is interested in initiating after the operational plan is up
and running.
Having the opportunity to test the ICLEI framework for the internal operational plan will be
valuable for both City staff and the Commission in providing an assessment and
recommendation to Council on a framework for the larger community sustainability plan in the
near future.
Plan Format
The plan will need to contain a consistent template to use to set and measure targets across all
resource elements based on existing data sets, or benchmarks.
3
Resource Elements
Each resource element and subcomponents will contain an introductory narrative describing its
general use and need within the organization, its total annual consumption, current
consumption/utilization rates (could be calculated and displayed several ways),
reduction/conservation/utilization target and prioritized actions to meet the target.
Resource Elements Initial Inventory
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Electric Avoided Fuel Consumption
Natural Gas Re-purposed/Sold Miles traveled
Renewables Recycled #of vehicles
Back-up Power(diesel) Disposed Vehicle Fuel type
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Production/Processes Avoided RFP Critieria
Irrigation/Landscape Replaced Purchasing Criteria
General Use (office/restroom/etc) Disposed Construction Standards (LEED)
Life cycle cost analysis
This section will describe all administrative polices,acquisition/purchasing policies,project standards or
requirements that relate to any and all resource elements detailed in the operational sustainability plan and function
as a key tool in utilizing the decision making framework to meet the targets for each resource element
Benchmarks
For City Staff to set and track targets, it is essential to have accurate baseline benchmark data.
Based on discussion with Staff, the Commission recommends using 2010 data as the initial
baseline benchmark to measure progress on meeting the targets set for each resource element.
Where 2010 data isn't available or does not exist for the proposed action, new benchmark data
may be created to track progress.
Targets
Specific targets will be established for each resource element with some being set at the sub-
component level. For example, the energy resource element contains subcomponents with
different target types. Targets at the sub-component level could be structured similar to this:
Electric Target— 15%reduction in total electric consumption
Renewables Target—Minimun of 5%of total electric consumption from local renewable generation
Targets will be set for the initial 2015 milestone, as well as longer range targets in five year
increments, with the intent of pushing the organization to evaluate both short and long term
resource and revenue return on investments.
4
Sample Subcomponent Data Table
Primary Uses
Facilities Heating/Cooling/Lighting
Pumping-Water/Wastewater
Departmental Operations—IT Network, Fleet/Shop operations, etc
Consumption/Use Data 2010 2015 2030 Notes/Comments
Benchmark Target Target
Total Annual Consumption
Consumption per sq/ft of building
Water System consumption
Wastewater System Consumption
Proposed Actions
Each resource element will share a similar template table. Following the table of proposed
actions within each resource element, each proposed action will have a narrative explaining
detailed project costs, cost effectiveness calculations (ROI, life cycle costing, etc), connection of
project to meeting specific resource target, funding options, staffing requirements, responsible
department, organizational and/or employee benefits, community benefits and other pertinent
information.
Sample Action Plan Table
*Data for display purposes only,not project specific
Proposed Action Cost Savin Total %of Completions Notes/Comments
(kWhr) Target Date
Installation of Variable Speed Pumps at Wastewater
Treatment Plant(12 pumps) $15,750 272,000 15% 6/30/13
Replace HVAC System at Water Treatment Plant $30,000 543300 3% 12/31/13
Installation of lighting occupancy sensors at City Hal $7,500 9,000 .5% 9/1/13
Conduct solar assessment for all City facilities $15,000 N/A 12/31/13
Install solar panels at 90 N Mountain Service Center$275,000 10% 6/30/14 Approximate 50k kWh
generationtyr
5
Performance Tracking
A consistent tracking system will be developed and implemented for all resource elements and
will contain the following metrics:
Source data ID (where it comes from)
Collection responsibility (who is collecting it)
Collection location (where it is collected/entered)
Frequency of collection (when it is collected)
Analysis or calculations required (what needs to be done with it)
Frequency of review/reporting (how often does it get distributed/reviewed)
Review responsibility (who does the data/report go to)
The creation of a strong and consistent tracking system will provide continuity of the plan over
time and allow transition of responsibility among different staff members with no loss of data,
accuracy or consistency in calculations or analysis.
Reporting
To adequately integrate the plan into City operations and daily decision making, the Commission
feels strongly that an annual report should be prepared and presented to the City Council to
acknowledge successes and progress towards the targets, discuss areas of needed focus, provide
suggested modifications to targets, etc.
Internally, quarterly updates to the City Administrator with a copy to the Commission would be
recommended to work through initial implementation issues and identify potential changes in
plan format, targets, reporting details, etc. The Commission could function as a reviewer of
adjustments and provide recommendations and support for small operational modifications of the
plan.
A comprehensive review and update of the plan should occur on or near each of the five year
milestones, beginning with the 2015 initial milestone. This review provides an opportunity to
step back and evaluate emerging trends, changes in technology, major alterations to various
business practices, regulatory changes, etc. as well as the ability to include additional resource
elements, tracking procedures and other updates to better meet future targets
Process & Timeline
Because many of the potential actions require financial resources to accomplish, the Commission
is hopeful that the initial draft operational plan can be developed parallel to the City's annual
budget preparations. Upon Council approval of the plan framework, format, timeline and
resource requirements provided by the Commission, City staff could begin drafting the full
document in January of 2013 and have a completed final draft for review and approval in May of
2013.
6
The Commission is anticipating being a resource to staff as the plan is developed and would
welcome several in-process updates as the plan is put together to offer guidance, evaluate and
recommend targets and generally support the plan development process.
Implementation of elements of the plan could begin in July of 2013 which presents a clean
starting date for funding requirements as well as for tracking and benchmarking purposes.
Resource Requirements
The Commission has also been supportive of the City dedicating staff specifically for the
development and implementation of both the Operational Sustainability Plan and ultimately a
community sustainability plan. The opportunity to start with the drafting of the operational plan
with the guidance outlined in this Commission recommendation allows City staff and Council to
determine whether dedicated staffing is needed initially or if a coordinated core inter-
departmental team charged with plan development and implementation is effective.
If Council and City Administration determine that current staffing availability does not exist to
assist City staff on the plan development, a number of consultants locally, regional and statewide
provide specific services in this area and could be selected through a request for proposals
process. Depending on the desired or available level of involvement from City staff, the
Commission has found a range of cost from similar projects in other cities to be from $15,000 to
$40,000. Where this plan fits within this range is dependent upon the scope of work for the
consultant vs. internal City staff.
Whether the plan is developed and coordinated internally or contracted to a consultant,
significant staff resources will be required to provide the raw data, existing lists of projects and
potential projects, actions and activities to be evaluated, prioritized and recommended for
inclusion in the plan.
As the decision making framework is fully integrated into administrative policies and actions are
implemented and successful, overall coordination and "next level"projects, such as complex
treatment systems equipment at the City's water or wastewater treatment plants, may require
more specialization and focus than an inter-departmental team has the ability to accomplish or
manage alongside their regular job duties within the organization.
The Commission recognizes that there are multiple ways staffing resources and consultant
services could be deployed to effectively meet the targets set and bring an increased level of
sustainability planning and awareness to the organization and the Commission will continue to
be available to City staff and Council as those types of issues arise through the duration of the
development and implementation process.
Additionally, the Commission feels strongly that the further integration of sustainability
principles and practices into the organization will lead to significant cost savings across many
Departments and Divisions of the City and those financial savings will be tracked and accounted
for along with the various resource savings achieved. The result should validate that sustainable
operations is financially prudent as well as environmentally and socially necessary.
7
CITY OF
-.r�►S H L A N D
Council Communication
November 18, 2013, Study Session
Bring Your Own Bag (BYOB) Ordinance Conservation
Commission Recommendation Discussion
FROM:
Adam Hanks, Management Analyst, adam@ashland.or.us
SUMMARY
At Council's request, the Conservation Commission completed a review of the request for Ashland to
create regulations banning the use of single use plastic bags. The attached memo from the
Commission summarizes the research and deliberations among the Commission and recommends that
Council move forward in the development of an ordinance regulating the allowable uses of single use
plastic bags in conjunction with a strong educational outreach program with the objective of
significantly reducing the volume of single use plastic bags entering the waste stream and negatively
impacting the environment.
BACKGROUND AND POLICY IMPLICATIONS:
The issue of banning or otherwise regulating single use plastic bags has come before many Oregon
cities in the past with varying regulatory strategies and implementation success. Concerns were raised
by the grocery and retail business groups regarding the difficulties of operating businesses throughout
Oregon if each City had its own set of regulations and restrictions for the use of single use plastic bags.
In both 2010 and 2011, Senate Bills were introduced(SB 1009 in 2010 and SB 536 in 2011)that
would create statewide regulations for single use plastic bags. Neither bill was ultimately approved
into law so many individual municipalities restarted community dialogues on local regulations.
Upon its referral to the Conservation Commission,the Commission established asub-committee to
focus their research efforts and draft recommendations. The research included similar ordinance
development processes for the regulation of single use plastic bags in other municipalities in Oregon
with a focus on the recently enacted ordinance and program in the City of Eugene.
The Commission recognizes that the single use plastic bags is a very focused item to enact regulations
upon,but the consensus of the Commission is that single use plastic bags function as a very visible
symbol of a short-term convenience based, disposable item that almost immediately becomes a part of
the waste stream. To compound the matter, single use plastic bags are often cited by the recycling
industry as particularly problematic as they jam the materials sorting machines at regional recycling
facilities.
Aside from the tangible benefits of phasing out the use of this specific product, the regulation can
function as a community awareness tool promoting the use of reusable products in the daily lives of
Ashland residents and could also function as a launching pad for the development of a more
Page 1 of 3
CITY OF
'.)o "I L A N D
comprehensive local waste prevention and reduction strategy that aligns with the regional wasteshed
and state waste prevention and reduction strategies.
The attached memo outlines the Commission's recommendation to pursue the development of an
ordinance regulating the use of single use plastic bags, as well as the intended purpose and objective,
the economic and environmental impacts, suggested ordinance elements, a sample model ordinance
document and a suggested timeline for the ordinance process. Additional research and stakeholder
outreach is needed in several areas, including a more detailed scope of impacted businesses and the
potential revenue and proposed/allowed uses of the fee imposed on individual customers for the use of
single use paper bags in lieu of reusable bags.
FISCAL IMPLICATIONS:
City Program Costs
Costs to the City for the development and implementation of the program outlined by the Conservation
Commission include staff time for program background research and ordinance development, as well
as other program related expenses for outreach/education materials for both the general public and
affected retailers.
Additionally, to emphasize the Commission's desire for the program to be a Bring Your Own Bag
(BYOB) ordinance rather than a plastic bag ban, an element of the education/outreach includes the
creation, purchase and distribution of BYOB program branded reusable bags. The bags would provide
another outlet for education/outreach and also be made available for free for qualifying residents to
mitigate the impacts of the ordinance on lower income shoppers in the community.
The Commission has done some initial research on the cost of reusable bags and has also developed
several community based solutions that could offset either partially or completely, the cost of
purchasing and distributing the reusable bags.
Overall, it is expected that the initial program development and implementation could have costs
ranging from $3,000 to $8,000, with those costs tapering off significantly in future years as the
program becomes routine within the community. Funding sources for the proposed expenses could
come from a variety of sources, including the Conservation Division budget, the Conservation
Commission budget and/or general fund revenues.
Funding could also come from the program itself by having the paper bag fee collected by retailers be
remitted to the City to offset program costs. This revenue stream would need further evaluation to
determine the expected revenue and administrative costs associated with the collections process.
Community Program Costs
Program costs to individual retail shoppers vary depending on their current and future desire to use
reusable bags versus single use paper bags. As noted, the final proposed cost per paper bag has not yet
been determined and would be part of the final research and analysis for the final draft ordinance.
In other communities that have implemented a similar approach, the per bag fee varies from five to
twenty five cents. The Commission proposes that the funds collected from customer fees for paper bag
use be retained by the retailer to off-set the costs of providing the more expensive paper bags rather
than the much less expensive plastic bags that would no longer be allowed. A key objective of the
Page 2 of 3
P, I
WAI&
CITY OF
L A N D
program is to reduce the use of single use bags regardless of their type so it is anticipated that over
time, the revenue off-set created by the paper bag fee would decline over time.
STAFF RECOMMENDATION AND REQUESTED ACTION:
Staff has no specific recommendations at this time, but would be interested in Council feedback on
issues that the Commission and Staff have been discussing throughout the initial review period that are
outlined in the Commission memo to the Council, focusing primarily on the suggested ordinance
elements listed on page two of the memo.
Additionally, Council feedback on the Eugene ordinance language would also be beneficial as both the
Commission and staff found the Eugene model to best match the objectives of the Commission and a
potential "fit" for Ashland.
SUGGESTED MOTION:
N/A
ATTACHMENTS:
Conservation Commission BYOB Recommendation Memo— 10/23/13
City of Eugene Ordinance 20498
City of Eugene— Sample Educational Materials
Page 3 of 3
�r
CITY OF
ASHLAND
Memo
DATE: October 23, 2013
TO: City Council
FROM: Conservation Commission
RE: Bring Your Own Bag (BYOB) Recommendations
At its July 16, 2013 regular business meeting, Council moved to refer to the Conservation Commission
the request by Environment Oregon that the City of Ashland prohibit the use of single use plastic bags.
Councilor Rosenthal, as Council Liaison to the Commission, provided the Commission with further
context on the Council's request at the regular Conservation Commission meeting of July 24, 2013.
At that meeting, the Commission formed and appointed an ad hoc subcommittee to meet and develop a
recommendation to be presented to Council before the end of 2013 containing the following:
• A pro's/con's report on the merits and impacts of the Environment Oregon proposal
• Research/feedback from local businesses that have voluntarily eliminated plastic bags as
a customer bagging option.
• A process to implement the proposed recommendation
Draft Recommendation
Based on initial research by sub-committee members, interviews with local grocery businesses that have
eliminated plastic bags and reviews of other cities that have enacted similar regulations, the sub-
committee concluded that a plastic bag ban for end consumer merchandise carry-out is an effective
initial focused step towards a comprehensive waste prevention strategy for Ashland.
Purpose/Objective
While single use plastic bags represent one discrete element of the local waste stream, the Commission
feels that single use plastic bags are a particularly visible reminder of the negative impacts of products
specifically designed for a one time use. The prohibition of single use plastic bags, coupled with a
charge for the use of paper bags is intended to shift behavior and promote the use of reusable bags.
Economic and Environmental Impacts
In its research to determine the approximate volume of plastic bags used each year in its community, the
City of Eugene utilized an estimated annual single use plastic bag count of 433 bags per person per year.
That would equate to over nine million single use plastic bags per year. The Commission recognizes
that a good percentage of Ashland's larger grocery businesses have voluntarily enacted policies that
most likely drives down the calculated estimate significantly. However, even if Ashland utilizes half of
Page 1 of 3
City of Ashland
ADMINISTRATION DEPT Tel:541-552-2046 .
20 East Main St Fax:541-488-5311 ,r
Ashland,Oregon 97520 TTY: 800-735-2900
www.ashland.or.us
adam@ashland.onus
the estimate, four to five million single use plastic bags is a significant volume. With a very low
recycling rate for this specific material, the logical conclusion is that nearly all of this total ends up in
the waste stream or as litter impacting water, soils, wildlife and the physical aesthetic of Ashland and
surrounding lands.
As directed by Mayor Stromberg, the sub-committee contacted four of Ashland's larger grocery stores
that have voluntarily enacted policies relating to plastic bag use. Each have implemented different
tactics to encourage customers to shift to reusable bags. When asked about a potential regulation for the
whole community regarding plastic bags, each were generally supportive in the concept and would be
interested in the nuances of the regulation to determine possible impacts and process alterations for their
operations.
Most, if not all, of the ordinances researched include a phase in period to allow local businesses to
utilize their existing stock of materials to mitigate the financial impacts of the regulations and provide
ample time to communicate and implement the new regulations.
Suggested Ordinance Elements
Key elements of an effective program to shift user habits from single use plastic bags to consumer
provided reusable bags should contain the following:
• A fee charged for customers requesting a paper bag to prevent an equally wasteful shift from
single use plastic bags to single use paper bags.
• A requirement or incentive to offer reusable bags for sale at a discounted rate or for the City to
provide community endorsed"Ashland BYOB"bags purchased by the City in bulk
• A strong educational/outreach program to educate affected businesses about the regulations
• A six month"phase-in"time for businesses to adequately prepare for the new regulation
• Clear definitions and reasonable exemptions based on public safety and other existing regulatory
requirements in place by other governing agencies, including:
o Fruit/vegetable bags
o Bulk/package food bags
o Frozen food, meat, fish bags
o Hot prepared take out/liquids
o Flowers, plants other damp products
o Plastic bags with thickness of 4.0 mils or greater
• A commitment to timely and effective compliance efforts from the City
• Annual reporting to the City by regulated businesses verifying their compliance and identifying
key metrics including, paper bag fee collection, paper bag reduction/increase from previous year,
number of reusable bags sold, etc
• An annual review and report of the regulation and program to ensure it is working as intended
and to identify any modification needed.
Model Ordinance
Rather than enact the model ordinance provided by Environment Oregon, the sub-committee found that
the City of Eugene ordinance (adopted October 2012) and its companion education and outreach
Page 2 of 3
City of Ashland
ADMINISTRATION DEPT Tel:541-552-2046 .
20 East Main St Fax:541-488-5311 ,r
Ashland,Oregon 97520 TTY: 800-735-2900
www.ashland.orms
adam@ashland.onus
programs better fit the purpose, objective and scale for Ashland and suggest using that as the starting
point for staff in drafting specific ordinance language.
Suggested Timeline
Oct 2013 —Council approval of concept and direction to staff for complete project development
Jan 2014— Project presentation by Staff to Conservation Commission (draft ordinance, detailed project
launch timeline, outreach planning/materials, etc)
March 2014— City Council first reading of proposed ordinance
May 2014— Ordinance in effect, education/outreach begins (project launch)
Oct 2014— Phase in period complete, initial outreach efforts complete
May 2015 - Annual Review/Report to Council on ordinance effectiveness/issues
Conclusion
The Commission recommends that Council accept the Commission's recommendation framework and
model ordinance and related outreach/education program provided above. As the project is directed to
Staff for final drafting and presentation to Council for adoption, the Commission would like to offer to
be involved in any needed follow up research, stakeholder/citizen outreach and final review of the
ordinance documents to ensure that the ordinance being presented to Council for final deliberation meets
the needs and desires of the Council and the community.
Page 3 of 3
City of Ashland
ADMINISTRATION DEPT Tel:541-552-2046 .
20 East Main St Fax:541-488-5311 ,r
Ashland,Oregon 97520 TTY: 800-735-2900
www.ashland.orms
adam@ashland.onus
ORDINANCE NO. 20498
AN ORDINANCE ENCOURAGING THE USE OF REUSABLE BAGS,
BANNING SINGLE-USE PLASTIC CARRYOUT BAGS, AND ADDING
SECTIONS 5.850, 5.855, 5.850, AND 5.855 TO THE EUGENE CODE,1971.
THE CITY OF EUGENE DOES ORDAIN AS FOLLOWS:
Section 1. Sections 6.8507 6.8557 6.880, and 6.865 of the Eugene Code, 1971, are
added to provide as follows:
5.850 Plastic Ban Use - Definitions. For purposes of sections 6.850 to 6.865 of this code,
the following words and phrases mean:
ASTIVI standard. The American Society for Testing and Materials (ASTM)'s
International D-8400.
Carryout bag. Any bag that is provided by a retail establishment at the point of sale to a
customer for use to transport or carry away purchases, such as merchandise, goods or
food, from the retail establishment. "Carryout bag" does not include:
(a) Bags used by consumers inside retail establishments to:
1. Package bulk items, such as fruit, vegetables, nuts, grains, candy or
small hardware items;
2. Contain or wrap frozen foods, meat, fish, whether packaged or not;
3. Contain or wrap flowers, potted plants, or other items where dampness
may be a problem;
4. Contain unwrapped prepared foods or bakery goods; or
5. Pharmacy prescription bags;
(b) Laundry-dry cleaning bags or bags sold in packages containing multiple bags
intended for use as garbage waste, pet waste, or yard waste bags;
(c) Product bags.
City sponsored event. Any event organized or sponsored by the city or any
department of the city.
Customer. Any person obtaining goods from a retail establishment or from a vendor.
Food provider. Any person in the city that provides prepared food for public
consumption on or off its premises and includes, without limitation, any retail
establishment, shop, sales outlet, restaurant, grocery store, delicatessen, or catering
truck or vehicle.
Grocery store. Any retail establishment that sells groceries, fresh, packaged, canned,
dry, prepared or frozen food or beverage products and similar items and includes
supermarkets, convenience stores, and gasoline stations.
Ordinance - Page 1 of 3
1
Pharmacy. A retail use where the profession of pharmacy by a pharmacist licensed by
the state of Oregon's Board of Pharmacy is practiced and where prescription
medications are offered for sale.
Product bag. Any bag provided to a customer for use within a retail establishment to
assist in the collection or transport of products to the point of sale within the retail
establishment. A product bag is not a carryout bag.
Recyclable paper bag. A paper bag that meets all of the following requirements:
(a) Is 100% recyclable and contains a minimum of 40% recycled content;
(b) Is capable of composting consistent with the timeline and specifications of the
ASTM Standard as defined in this section.
Retail establishment. Any store or vendor located within or doing business within the
geographical limits of the city that sells or offers for sale goods at retail.
Reusable bag. A bag made of cloth or other material with handles that is specifically
designed and manufactured for long term multiple reuse and meets all of the following
requirements:
(a) If cloth, is machine washable; or
(b) if plastic, has a minimum plastic thickness of 4.0 mils.
Vendor. Any retail establishment, shop, restaurant, sales outlet or other commercial
establishment located within or doing business within the geographical limits of the city,
which provides perishable or nonperishable goods for sale to the public.
Single-use plastic carryout bag. Any plastic carryout bag made available by a retail
establishment to a customer at the point of sale. It does not include reusable bags,
recyclable paper bags, or product bags.
Undue hardship. Circumstances or situations unique to the particular retail
establishment such that there are no reasonable alternatives to single-use plastic
carryout bags or a recyclable paper bag pass-through cannot be collected.
6.855 Plastic Bag Use - Regulations. Except as exempted in section 6.865 of this code:
(a) No retail establishment shall provide or make available to a customer a single-
use plastic carryout bag;
(b) No person shall distribute a single-use plastic carryout bag at any city facility, city
managed concession, city sponsored event, or city permitted event.
6.860 Plastic Bag Use - Cost Pass-Through. When a retail establishment makes a
recyclable paper bag available to a customer at the point of sale pursuant to section
6.865(b) of this code, the retail establishment shall:
(a) Charge the customer a reasonable pass-through cost of not less than 5 cents per
recyclable paper bag provided to the customer; and
(b) Indicate on the customer's transaction receipts the total amount of the recyclable
paper bag pass-through charge.
6.865 Plastic Bas Use - Exem bons. Notwithstanding sections 6.855 and 6.860 of this code:
(a) Single-use plastic carryout bags may be distributed to customers by food
providers for the purpose of safeguarding public health and safety during the
Ordinance - Page 2 of 3
transportation of hot prepared take-out foods and prepared liquids intended for
consumption away from the food provider's premises.
(b) Retail establishments may distribute product bags and make reusable bags
available to customers whether through sale or otherwise.
(c) A retail establishment shall provide a reusable bag or a recyclable paper bag at
no cost at the point of sale upon the request of a customer who uses a voucher
issued under the Women, Infants and Children Program established in the
Oregon Health Authority under ORS 409.600.
(d) Vendors at retail fairs such as a farmers' market or holiday fair are not subject to
indicating on the customer's transaction receipt the total amount of the recyclable
paper bag pass through charge required in section 6.860(b) of this code.
(e) The city manager or the designee may exempt a retail establishment from the
requirement set forth in sections 6.855-6.860 of this code for a period of not more
than one year upon the retail establishment showing, in writing, that this code
would create an undue hardship or practical difficulty not generally applicable to
other persons in similar circumstances. The decision to grant or deny an
exemption shall be in writing, and the city manager's or designee's decision shall
be final.
Section 2. The City Recorder, at the request of, or with the consent of the City Attorney,
is authorized to administratively correct any reference errors contained herein, or in other
provisions of the Eugene Code, 1971, to the provisions added, amended or repealed herein.
Section 3. Enforcement of this Ordinance shall begin six months after its adoption to
allow time for community education and to allow businesses sufficient time to implement the
program.
Passed by the City Council this Approved by the Mayor this
22nd day of October, 2012 �2-1 day of October, 2012
vtl J0 A I PAt ............
City Recorder Mayor
Ordinance - Page 3 of 3
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City of Eugene Bring Your Bag FAQ- SHOPPERS
In an effort to promote reusable shopping bags and reduce litter,the City of Eugene joins other cities —
including Corvallis, Portland, San Francisco, Seattle, and Austin — in encouraging the use of reusable
bags by banning single-use plastic carryout bags within city limits beginning May 1, 2013. Eugeneans use
an estimated 67 million single-use plastic carryout bags each year. Single-use plastic carryout bags may
offer short-term convenience, but they have long-term costs in terms of litter and impact on wildlife and
the environment.As a result of the new law (Eugene Ordinance 20498),fewer unnecessary plastic
carryout bags will litter Eugene neighborhoods, parks, and natural areas.
When are retailers required to stop providing single-use plastic carryout bags?
The Bring Your Bag campaign begins May 1, 2013. At this time, retailers will be required to stop
providing single-use plastic carryout bags to customers. However, retailers can begin the transition at
any time before May 1.
What businesses does this apply to?
All retail businesses, including grocery stores, department and clothing stores, convenience stores and
local markets located within the City of Eugene will be required to provide only recycled paper bags or
reusable bags as carryout bags for customers.
What about farmers' markets,street fairs,festivals, and events?
The ordinance requires compliance from any store, shop, sales outlet, or vendor located within the City
of Eugene that sells goods at retail.These types of establishments fall under that definition and are
required to comply.
What plastic bags are prohibited?
All single-use plastic carryout bags provided at the point of sale that are less than 4 mils thick are
prohibited. Bags constructed of durable plastic (4 mils or thicker) are considered reusable and are
allowed.A `mil' is an industry term that equals one thousandth of an inch.
What types of plastic bags are allowed?
The follow types of plastic bags are allowed:
• Bags used to package bulk items, such as fruit,vegetables, nuts, grains, candy, or small
hardware items;
• Bags that contain or wrap frozen foods, meat, and fish;
• Bags that contain or wrap flowers, potted plants, or other items where dampness may be a
problem;
• Bags that contain unwrapped prepared foods or bakery goods;
• Pharmacy prescription bags;
• Bags that protect fragile items, such as glassware and breakables, which are then placed in a
carryout bag.
Can retailers provide paper bags?
Yes. All paper bags provided at checkout must be made of 40% recycled content and be 100%
recyclable, and must be capable of composting completely. In addition, retailers must charge a
minimum of five cents for each paper bag provided at the point of sale. Paper bags provided at a time
other than the point of sale do not require a five cent charge.
What does the five cent charge for paper bags go toward?
The cent charge goes back to the retailer to recoup costs.
Are retailers required to provide reusable bags or recyclable paper bags at checkout?
No. Retailers may choose to provide either, both, or neither. If they provide paper bags, they must
charge at least five cents for each bag. If they provide reusable plastic bags,they must be at least 4 mils
thick to be considered "reusable."
Can retailers provide plastic bags made of compostable materials?
Not if they are less than 4 mils thick.
Are any businesses exempt from the ban?
Yes. Restaurants and other establishments where the primary business is the preparation of food or
drink may provide customers with single-use plastic carryout bags for hot, prepared takeout foods and
liquids.
The ordinance allows a restaurant to use plastic bags for hot, prepared takeout food. If a restaurant
wants to use paper bags instead, does the restaurant have to charge five cents per bag?
The intent of the ordinance was to move away from plastic bags.The goal is to use reusable bags rather
than paper bags, but the even greater goal is to avoid using plastic bags. City staff will be asking the
Council during a review of the ordinance later this year to clarify that a restaurant can use paper bags
for hot, prepared takeout food without charging five cents per bag. Until staff are able to ask the Council
to clarify the ordinance,the City will not take enforcement action against a restaurant which chooses to
provide—without charge—paper bags rather than plastic bags for hot, prepared take-out food. As
stated in the ordinance, paper bags must contain 40% recycled content.
If restaurants are selling items other than hot, prepared takeout foods are the bags they use still
exempt?
No. If the items being purchased are not prepared hot, prepared takeout foods,then single-use plastic
carryout bags less than 4 mils thick may not be used.
Are grocers'deli counters exempt like restaurants that serve hot, prepared takeout foods?
Yes. Hot, prepared takeout foods such as roasted chicken and soups can be placed in protective plastic
bags at the deli counter as needed to prevent leaks or spills.
2
How will the City help shoppers prepare for this?
The Bring Your Bag campaign focuses on raising awareness about reusing bags, helping residents
remember their reusable bags when shopping, and connecting residents with resources to get free or
reduced price bags.This campaign begins mid-March and is on-going.
Are any customers exempt from the five cent charge on paper bags?
Yes. Customers who use a voucher issued under the Women, Infants, and Children (WIC) Program may
request a paper bag at no cost at the point of sale. Only the WIC items purchased with a WIC voucher
are exempt from the five cent bag charge.This exemption does not apply to Supplemental Nutrition
Assistance Program (SNAP/food stamp/Oregon Trail) participants.
Can an Electronic Benefit Transfer(SNAP or food stamp) card cover the five cent fee for paper bags?
Recently some states have begun charging customers a fee for each shopping bag(plastic and/or paper)
provided by a grocery store. Other states are considering charging grocery bag fees as well. State's
grocery bag fees may not be paid for with SNAP benefits. In addition,the Food and Nutrition Service
does not have authority to exempt SNAP clients from this fee. Therefore, grocery bag fees must be paid
for using cash, credit card, or non-SNAP debit. Stores that give discounts at the point-of-sale if
customers bring their own bags must treat SNAP clients in the same manner.
Where can I get free or reduced price bags?
Certain stores and organization are giving away free reusable bags.To find a listing of these locations,
please visit our website.
What are the environmental impacts of this new ordinance?
Removing the majority of plastic bags from the retail landscape requires community members to utilize
reusable bags more often. The switch from single-use bags to reusable bags has the impact of lessening
the life cycle impacts of plastic bag production, a decrease in greenhouse gas emissions associated with
production and transport of the bags, and less material in our local landfill, and less litter in our woods,
streams, and natural areas.
What will the statewide ban do to Eugene's ban?
Currently there is no statewide ban on plastic bags. If a statewide ban goes into effect,the City will
determine the best way to move forward.
How will this law be enforced?
The City of Eugene is taking an educational approach regarding this ordinance. If community members
call and complain, City staff will talk to the retailer about the law and explain what is needed to comply.
If it becomes clear a retailer is intentionally not complying they will be fined.
What if I notice a store is violating the ordinance?
Similar to other city rules,the plastic bag ban will be enforced on a complaint-driven basis.The City of
Eugene is taking an educational approach regarding this ordinance. If community members call and
complain, City staff will talk to the retailer about the law and explain what is needed to comply. If it
becomes clear a retailer is intentionally not complying they will be fined.To report a violation, please fill
out a nuisance complaint form.
3
What are the penalties for businesses if they do not comply with the ordinance?
The penalties for violating the new law will be consistent with other penalties outlined in the Eugene
Code.The amount of the fine is based on a number of factors, including barriers to compliance,
frequency of violation, and efforts to comply; it is determined on a case-by-case basis.
What are options for typical secondary plastic bag uses?
• Dealing with pet waste: There will still be many plastic bags in circulation. You can continue to
use bread bags, produce, bulk, or cereal bags.
• Lining a garbage can: Line your garbage can with newspaper and rinse it out periodically. Or buy
some lightweight plastic bags and reuse them, dumping the contents into your outdoor garbage
can before relining the can with them.
How can shoppers keep their reusable shopping bags clean and safe?
A 2010 study showed that 97% of shoppers have never washed their reusable bags.There are a few
simple steps shoppers can follow to keep reusable bags clean and to keep themselves and their families
safe from germs. Wash reusable grocery bags at least once per month:
• Cloth reusable bags should be washed in a washing machine using laundry detergent and dried
in the dryer or air-dried.
• Plastic-lined reusable bags should be wiped using hot water and soap and air-dried.
• Check that both cloth and plastic-lined reusable bags are completely dry before storing them.
Always put raw meats into a disposable plastic bag before putting them in a reusable bag. When using
reusable bags, keep meats,fresh produce, and ready-to-eat foods separated from other food products.
Additionally, consumers should clean any reusable bags used for carrying food before using for other
purposes such as carrying books or gym clothes.
How can I remember to bring my reusable bags to the store?
Here are a few useful tips:
• Always start your shopping list with "Bring Bags"
• Keep a collapsible bag in your purse, backpack, or briefcase
• Keep bags in your vehicle
4
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i w III W Keelp
Eugene
Clean
Beautiful!
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City of Eugene Bring Your Bag FAQ- RETAILERS
In an effort to promote reusable shopping bags and reduce litter,the City of Eugene joins other cities —
including Corvallis, Portland, San Francisco, Seattle, and Austin — in encouraging the use of reusable
bags by banning single-use plastic carryout bags within city limits beginning May 1, 2013. Eugeneans use
an estimated 67 million single-use plastic carryout bags each year. Single-use plastic carryout bags may
offer short-term convenience, but they have long-term costs in terms of litter and impact on wildlife and
the environment.As a result of the new law (Eugene Ordinance 20498),fewer unnecessary plastic
carryout bags will litter Eugene neighborhoods, parks, and natural areas.
When are retailers required to stop providing single-use plastic carryout bags?
City of Eugene retailers will be required to stop providing single-use plastic carryout bags to customers
on May 1, 2013 when the new ordinance goes into effect. However, retailers can begin the transition at
any time before this date.
What businesses does this apply to?
All retail businesses, including grocery stores, department and clothing stores, convenience stores and
local markets located within the City of Eugene will be required to provide only recycled paper bags or
reusable bags as carryout bags for customers.
What about farmers' markets,street fairs, festivals, and events?
The ordinance requires compliance from any store, shop, sales outlet, or vendor located within the City
of Eugene that sells goods at retail.These types of establishments fall under that definition and are
required to comply.
How will the City follow up with store owners and help them prepare for the ban?
The City will be working with businesses as they transition away from using single-use plastic carryout
bags. Several information sessions for businesses will be held in April to answer questions about the
new rules and more information is available on the City's website, www.eugene-or.gov/plasticbags, or
by calling 541-682-5652.
What plastic bags are prohibited?
All single-use plastic carryout bags provided at the point of sale that are less than 4 mils thick are
prohibited. Bags constructed of durable plastic (4 mils or thicker) are considered reusable and are
allowed.
What is a `mil'?
A `mil' is a plastics industry term for a thousandth of an inch. It does not stand for`millimeter.'
Can I provide plastic bags made of compostable materials?
Not if they are less than 4 mils thick.
What types of plastic bags are allowed?
The follow types of plastic bags are allowed:
• Bags used to package bulk items, such as fruit,vegetables, nuts, grains, candy, or small
hardware items;
• Bags that contain or wrap frozen foods, meat, and fish;
• Bags that contain or wrap flowers, potted plants, or other items where dampness may be a
problem;
• Bags that contain unwrapped prepared foods or bakery goods;
• Pharmacy prescription bags;
• Bags that protect fragile items, such as glassware and breakables,which are then placed in a
carryout bag.
Can I provide paper bags at the point of sale?
Yes. All paper bags provided at the point of sale must be made of 40% recycled content and be 100%
recyclable, and must be capable of composting completely. In addition, your store must charge a
minimum of 5 cents for each paper bag provided at the point of sale. Paper bags provided at a time
other than the point of sale do not require a 5-cent charge.
Do I have to charge my customers for all paper bags?
No. But any size paper bag supplied to the customer at the point of sale must have a minimum 5-cent
charge.
What does the five cent charge for paper bags go toward?
The five cent charge goes back to the retailer to recoup costs.
Is it necessary for my store to keep a record of how many paper and reusable bags sold?
Yes, every retailer is required to maintain records showing pass-through fees collected on paper bags.
Records should be kept for three years.
Can retailers provide "reusable" plastic bags?
Yes. Reusable bags are made out of durable materials specifically designed and manufactured for
multiple reuse. Reusable plastic bags are at least 4 mils thick.They may be provided free or charged for
at the store's discretion.
Am I required to provide reusable bags or recyclable paper bags at checkout?
No. You may choose to provide either, both, or neither. If you provide paper bags,you must charge at
least five cents for each bag. If your store provides reusable plastic bags,the bags must be at least 4 mils
thick to be considered "reusable."
Are stores required to charge five cents for the 4+mil heavy-weight plastic bags?
No, retailers do not have to charge for the 4+ mils thicker plastic bags permitted by the ordinance.
2
What about bags that are almost 4 mils thick?
Should a question arise, retailers should be prepared to show that the bags they are using are 4 mils
thick or greater. It might be a good idea for retailers to ask bag suppliers to include the thickness of the
bag on invoices.
Is there a requirement for recycled content in paper bags?
Only for paper bags offered at checkout, which must contain a minimum of 40% recycled content, must
be 100% recyclable, and must be capable of composting completely.
Are any businesses exempt from the ban?
Yes. Restaurants and other establishments where the primary business is the preparation of food or
drink may provide customers with single-use plastic carryout bags for hot, prepared takeout foods and
liquids.
The ordinance allows a restaurant to use plastic bags for hot, prepared takeout food. If a restaurant
wants to use paper bags instead, does the restaurant have to charge five cents per bag?
The intent of the ordinance was to move away from plastic bags.The goal is to use reusable bags rather
than paper bags, but the even greater goal is to avoid using plastic bags. City staff will be asking the
Council during a review of the ordinance later this year to clarify that a restaurant can use paper bags
for hot, prepared takeout food without charging five cents per bag. Until staff are able to ask the Council
to clarify the ordinance,the City will not take enforcement action against a restaurant which chooses to
provide—without charge—paper bags rather than plastic bags for hot, prepared take-out food. As
stated in the ordinance, paper bags must contain 40% recycled content.
Are grocers'deli counters exempt like restaurants that serve hot, prepared takeout foods?
Yes. Hot, prepared takeout foods such as roasted chicken and soups can be placed in protective plastic
bags at the deli counter as needed to prevent leaks or spills.
If restaurants are selling items other than hot, prepared takeout foods are the bags they use still
exempt?
No. If the items being purchased are not prepared hot, prepared takeout foods,then single-use plastic
carryout bags less than 4 mils thick may not be used.
How can I apply for a business undue hardship exemption?
If you feel that your business qualifies for a one-year exemption from the ordinance requirements, you
may submit an Exemption Request to the City of Eugene at wasteprevention@ci.eugene.or.us or Waste
Prevention Program, 99 West 10th Avenue, Eugene, OR 97401.This request must be submitted in
electronic or paper form and include the following information:
1. The name, address, and type of retail establishment;
2. A detailed statement describing:
a. The reason(s) meeting the code requirements would create an undue hardship or
practical difficulty;
b. Any and all actions taken by the business to overcome the hardship;
c. How often the business purchases single-use plastic carryout bags,when the last order
of bags was made, and how many bags were ordered.
3. If a business is requesting an exemption for multiple locations, each location must be identified
within the request.
3
When does the undue hardship exemption expire?
The undue hardship exemption expires April 30, 2014.
Are any customers exempt from the five cent charge on paper bags?
Yes. Customers who use a voucher issued under the Women, Infants, and Children (WIC) Program may
request a paper bag at no cost at the point of sale. Only the WIC items purchased with a WIC voucher
are exempt from the five cent bag charge.This exemption does not apply to Supplemental Nutrition
Assistance Program (SNAP/food stamp/Oregon Trail) participants.
Can an Electronic Benefit Transfer(SNAP or food stamp) card cover the five cent fee for paper bags?
Recently some states have begun charging customers a fee for each shopping bag(plastic and/or paper)
provided by a grocery store. Other states are considering charging grocery bag fees as well. State's
grocery bag fees may not be paid for with SNAP benefits. In addition,the Food and Nutrition Service
does not have authority to exempt SNAP clients from this fee. Therefore, grocery bag fees must be paid
for using cash, credit card, or non-SNAP debit. Stores that give discounts at the point-of-sale if
customers bring their own bags must treat SNAP clients in the same manner.
What are the environmental impacts of this new ordinance?
Removing the majority of plastic bags from the retail landscape requires community members to utilize
reusable bags more often.The switch from single-use bags to reusable bags has the impact of lessening
the life cycle impacts of plastic bag production, a decrease in greenhouse gas emissions associated with
production and transport of the bags, and less material in our local landfill, and less litter in our woods,
streams, and natural areas.
What will the statewide ban do to Eugene's ban?
Currently there is no statewide ban on plastic bags. If a statewide ban goes into effect,the City will
determine the best way to move forward.
How will this law be enforced?
Similar to other city rules,the plastic bag ban will be enforced on a complaint-driven basis.The City of
Eugene is taking an educational approach regarding this ordinance. If community members call and
complain, City staff will talk to the retailer about the law and explain what is needed to comply. If it
becomes clear a retailer is intentionally not complying they will be fined.To report a violation, please fill
out a nuisance complaint form.
What are the penalties for businesses if they do not comply with the ordinance?
The penalties for violating the new law will be consistent with other penalties outlined in Eugene Code.
The amount of the fine is based on a number of factors, including barriers to compliance,frequency of
violation, and efforts to comply; it is determined on a case-by-case basis.
How can shoppers keep their reusable shopping bags clean and safe?
A 2010 study showed that 97% of shoppers have never washed their reusable bags.There are a few
simple steps shoppers can follow to keep reusable bags clean and to keep themselves and their families
safe from germs. Wash reusable grocery bags at least once per month:
• Cloth reusable bags should be washed in a washing machine using laundry detergent and dried
in the dryer or air-dried.
• Plastic-lined reusable bags should be wiped using hot water and soap and air-dried.
4
• Check that both cloth and plastic-lined reusable bags are completely dry before storing them.
Always put raw meats into a disposable plastic bag before putting them in a reusable bag. When using
reusable bags, keep meats,fresh produce, and ready-to-eat foods separated from other food products.
Additionally, consumers should clean any reusable bags used for carrying food before using for other
purposes such as carrying books or gym clothes.
How can I remind customers to remember to bring their reusable bags to the store?
Here are a few useful tips you can tell your customers:
• "Bring Your Bag" reminders in the parking lot and store front to remind customers as they enter
the building. City of Eugene can provide all Bring Your Bag logo graphic files free of charge.
have a bag giveaway event I would like to publicize. How can I do that?
The City of Eugene will keep an updated list of stores giving away free or reduced price bags.To get your
event on the list, please email all necessary information to Stephanie.scafa@ci.eugene.or.us.
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