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Statesman Journal mini-questionnaire for 2012 General Election Thank you for responding to this questionnaire, which

is for use by Statesman Journal Editorial Board members in evaluating candidates for potential endorsements in the Nov. 6 General Election. Your answers also will be shared with reporters and may be published in the print newspaper and on If you completed our questionnaire for the primary season, you’ll notice that some requested information is similar. We ask you to provide it again in case any of your previous data or answers have changed. (If you can’t find a copy of your previous answers, let us know and we’ll gladly send one.) Please answer each question and return this questionnaire to the Editorial Board via email as an attached Word document. The board’s email address:
Questions? Contact Editorial Page Editor Dick Hughes, 503-399-6727, ---------------------------------------------------------------------------------------------------------

Your name: Ted Wheeler Age: 50
(If your age will change before the Nov. 6 election, please indicate your birthday. We want to make sure we use accurate ages in editorials and news coverage. )

Political party (if this is a partisan office): Democrat Position you are seeking (name of position, district number): Oregon State Treasurer I plan to attend the editorial board meeting scheduled for: October 4, 2012, 11AM Number of years living in the area you seek to represent: I was born in Oregon in 1962 and lived in Portland until I moved out of state for undergraduate and graduate school. I moved back to Oregon in the 90s. Do you affirm that you are a full-time resident of that area? Yes City/town of residence: Portland, OR Family (name of spouse/partner, number and ages of children if at home, number of grown children):

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Wife, Katrina Wheeler Daughter, Quinnlan Wheeler, age 6.

Education: • Lincoln High School, Portland OR • Stanford University, B.A. Economics • Columbia University, Master of Business Administration • Harvard University, Master of Public Policy Current occupation and employer: Oregon State Treasurer, State of Oregon Military service: N/A Employment history: • Chair, Board of County Commissioners, Multnomah County • Vice President, Copper Mountain Trust • Principal, Bay State Capital Fund (commercial real estate) • Researcher, Bank of America Community involvement/volunteer history: • Goose Hollow Family Shelter, volunteer overnight shelter host • Portland Mountain Rescue, volunteer search and rescue • Neighborhood House • Oregon Sports Authority • Founder, Walk for the Wildwood Trail Please list all public offices to which you’ve been elected, and when: • Chair, Board of County Commissioners, Multnomah County (2006-2010). • Oregon State Treasurer (2010-Present). Please list any unsuccessful candidacies for public office, and when: N/A Other prior political and government experience: N/A How much your general election campaign will cost: Approximately $300,000 Key endorsements you have received: • Service Employees International Union (SEIU) Locals 503 & 49 • Oregon State Firefighters Council • Oregon Chapter of the National Association of Social Workers • Oregon Business Association

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Oregon Education Association (OEA) United Food & Commercial Workers Local 555 (UFCW) Oregon School Employees Association (OSEA) Basic Rights Oregon Equality PAC Oregon AFSCME American Federation of Teachers-Oregon (AFT-Oregon) Planned Parenthood PAC NARAL Pro Choice Oregon Oregon AFL-CIO Oregon Black Political Convention Oregon State Council for Retired Citizens AG-PAC Oregon Nurses Association Oregon Forest Industries Council Oregon Building Trades Association Oregon League of Conservation Voters (OLCV) Governor Barbara Roberts Governor John Kitzhaber, MD Governor Ted Kulongoski Governor Victor Atiyeh

How the public can reach your campaign (remember that this information may be published): Mail address: PO Box 1812, Portland, OR 97207 E-mail address:; Web site URL: Phone: (503) 830-1964 Fax: N/A Please limit your response to each of the following questions to about 75 words but be specific. 1. Have you ever been convicted of a crime, been disciplined by a professional licensing board/organization or had an ethics violation filed against you? If so, please give the details. No. 2. Have you ever filed for bankruptcy, been delinquent on your taxes or other major accounts, or been sued personally or professionally? If so, please give the details. Personally, no. Professionally, in my capacity as Multnomah County Chair, I was named in a lawsuit related to county employment practices. The county was found not liable. As State

Treasurer, I have been named in at least one lawsuit related to the conduct of state business related to an investment made by the Oregon Investment Council prior to my term as Treasurer. 3. Why should people vote for you? What separates you from your opponent(s)? I have a strong record of results as State Treasurer. Oregon’s investments have increased in value, our state’s credit rating has been upgraded, the college savings plan was recently identified as among the best in the nation, and we have saved taxpayers tens of millions of dollars since I took office through debt refinancing. The Oregon Investment Act, which I helped champion, will help businesses gain access to needed capital. 4. What are the three most important issues you would address if elected? How? (75 words for each

A. Making college more affordable and accessible for Oregon families by enhancing the Oregon Opportunity Grant program. We have a plan to create an affordable, permanent fund that will help students pay for universities, community colleges, and post-secondary technical training programs. This fund will help Oregon maintain a competitive workforce, raise per capita income, and lower public services costs. B. Investing in both local and regional infrastructure projects through a proposed program concept called a “West Coast Infrastructure Exchange.” The concept is currently being investigated with partners from California and Washington through a grant from the Rockefeller Foundation. By pooling similar projects like improvements for roads, schools, bridges, and energy transmission facilities with institutional investors, we can make sure Oregon has a strong base for economic growth. C. Accelerating economic development in Oregon through the implementation of the Oregon Investment Act, which was approved by the Legislature in 2012. I sit on the newly created Oregon Growth Board, which will present a plan for approval during the 2013 Legislative Session that will coordinate business development resources and help get money to companies of all sizes across so they can hire and expand here in Oregon. 5. What do you see as other important issues? As State Treasurer, I will be focused on managing Oregon’s public assets prudently and continuing to advocate for policies that will contribute to the long-term sustainability of Oregon’s pension plan. More than that, I will make sure the Treasury operates efficiently and is an accessible public agency. Finally, I will push for stronger corporate governance reforms, including asking public companies to disclose what they spend on political activity and boosting Oregon’s presence on the boards of directors for public companies. 6. How would you describe your political style — or for judicial candidates, your judicial temperament? I believe both as the Multnomah County Chair and now as State Treasurer, I have proven I have a unique style of independent, innovative thinking and straightforward governing that gets things done for Oregonians. That’s why I have endorsements from both sides of the aisle. We must work together—Democrats and Republicans, urban and rural—to

implement policies that will move our economy forward and ensure the next generation can rely on critical public services and has a strong economic base for prosperity. 7. If you are an incumbent, what have you achieved during your current term? If you are not an incumbent, how have you prepared yourself for this position? I’ve served as State Treasurer since March of 2010, and in that time I have expanded the reach and influence of the office. Some of my major accomplishments: • Saving more millions in management costs for the oversight of public investments and $60.8 million thanks to Treasury refinancing of state bonds. • Successfully re-launching the Oregon College Savings Program, which reached a record $1.44 billion in January 2012 and cut fees so families get more financial mileage from their investments. • Successfully achieved an upgrade in Oregon’s credit rating from Standard and Poor’s from AA to AA+ through financial discipline and smart fiscal management. • Launching to educate Oregonians about financial traps. 8. What is the largest budget you have handled, and in what capacity? As Chair of Multnomah County I was CEO of the county organization with a budget of $1.2 billion. 9. What is the largest number of employees you’ve supervised, and in what capacity? As Chair of Multnomah County I was CEO of the county organization with 4,300 employees. 10. Who is your role model for this office — the person/people you would most like to emulate? Governor Tom McCall. He believed, as I do, that Oregon is an exceptional place and has incredible potential. To realize that potential requires uniquely Oregon-centric, innovative solutions. We need to overcome partisan politics and work together to keep our state moving in the right direction. 11. Any skeletons in your closet or other potentially embarrassing information that you want to disclose before it comes up in the campaign? No. 12. As a public official, your views on public issues are relevant to voters and potential constituents. Please indicate whether you support or oppose each of these statewide measures on the Nov. 6 ballot. (This question does not apply to judicial candidates.) Measure 77, catastrophic disaster - Support. I believe this measure gives the Governor needed authority during disaster. Measure 78, separation of powers - Support. Updating constitutional language. Measure 79, real estate transfer taxes - Oppose. Our elected representatives in the Legislature should decide these issues as they arise.

Measure 80, marijuana legalization - Undecided. I need to hear more. Measure 81, gillnetting ban - I support the coalition efforts underway now with the Governor to reach a workable compromise for both sides. Measure 82, allows private casinos – Oppose. Instead of private casinos, I would prefer a public option to derive more dollars for critical state services and uphold existing agreements with federally recognized tribes in Oregon. Measure 83, authorizes Wood Village casino - Oppose. Instead of private casinos, I would prefer a public option to derive more dollars for critical state services and uphold existing agreements with federally recognized tribes in Oregon. Measure 84, eliminates inheritance tax - Oppose. We can debate the right rate, but taking it all the way back to zero, immediately, will be a significant financial hit to the state budget and we are already in a resource-constrained environment. Measure 85 shifts corporate kicker to K-12 schools – Support, but I believe this is only one piece of the puzzle to solve Oregon’s revenue problems. We must continue to work on revenue reform in the future.
Thank you. Again, please submit your questionnaire as an attached Word document to no later than 9 a.m. Wednesday, Sept. 12, 2012.