03/13/1996 - Minutes INTERGOVERN14iENTAL WATER BOARD MEETING
MARCH 13, 1996'
BOARD MEMBERS PRESENT: Bill Scheiderich, Peggy Manning, Paul.
Hunt, Beverly Froud and John Budihas
STAFF PRESENT: Bill Monahan, Ed Wegner, Mike Miller,
Randy Volk, and Wayne Lowry
VISITORS PRESENT: John Haunsperger, Norman Penner, and Jack
Polans
1. Call to Order
The March 13, 1996 meeting of the Intergovernmental. Water
Board was called to order.
2 . Roll Call and Introductions
Roll call was taken and all Board members were present . Mr.
Wegner introduced representatives from CH2M Hill that were in
attendance to make a presentation on the status of the rate
study. He also introduced Phil Smith and Chris Uber from
Murray Smith and Associates . Other visitors were Norm Penner,
Chairperson of the Tigard Water District Board, John
Haunsperger, Tigard Water District and Jack Polans .
3 . Visitor Comments
Mr. Polans stated he had spoke at the Tigard City Council
Meeting last evening where he had presented them with 3 items
1) lawyers letter that was copied to the Department of Motor
Vehicles, 2) complaint of CH2M Hill report, 3) sale of Tigard
Water Building which did not include ground money evaluation
and assessment. Mr. Polans stated- he was required to leave
due to Executive Session and hopes that Mr. Monahan can
clarify what the results of that Executive Meeting in regards
to the sale, lease or sharing of that building were. Mr.
Polans continued by discussing a newsletter from the Regional
Water Supply Plan which stated that a request was made to hold
additional public workshops prior to making a decision. Mr.
Polans stated he had requested from Maintenance Services a
copy of the report from CH2M Hill on the rate study so as to
prepare for tonight' s meeting and since that was unavailable
he would be unable to give his input on the report . Mr.
Polans stated he had made a decision on what to do concerning
the drinking water situation.
4. Approve February 14 Meeting Minutes
A motion was made by Commissioner Hunt to approve the minutes
of the February 14 meeting as written which was seconded by
Commissioner Budihas and passed unanimously:
5. a. Rate Study - CH2M Hill
Eric Rothstein, Senior Economist with CH2M Hill introduced Bob
Tomilinson also a Economist with CH2M Hill who has completed
most of the legwork with this project. Mr. Rothstein stated
the this was a progress status report since and there is .no
report document for viewing at this time. Most of the
information being presented should be treated as draft
information until input from the Board is complete. Mr.
Rothstein stated that he will be advising the Board on the
status of the technical work and the issues that are coming
up. The operations and maintenance budget includes the
current budget with an escalation of 4% a year, over a 4-5
year forecast period. The rate design will recover the cost
that each type of customer group imposes on the system.
Mr. Rothstein continued by saying that they have completed a
draft of the calculations of the System Development Charges
and the rate design work is all that is remaining to be
completed.
Chairperson Scheiderich question why they have dropped out SDC
revenue for the fifth year? Mr. Rothstein stated that is the
net SDC revenues and not the total revenues to be reflected of
SDC. That is the SDC revenues to be applied against capital
projects that provide for general system benefits, a portion
of which will be serving the customers, as opposed to specific
projects that are meeting new customer growth.
Mr. Rothstein stated that any delays that have occurred to
date. are due to data collection and CH2M Hill is ready to
complete the work. The issues the Board will probably be
concerned with will be adjustments desired to the System
Development Charges . The rates that will be calculated by
CH2M Hill are rates that will cover the cost of service and
cost of service based SDC's . The other concerns may be policy
issues with imposing fees and/or rates . Mr. Rothstein
continued by stating that the SDC' s that are calculations of
which are the results which are shown on the back page
(information distributed) indicate a significant increase of
charges to ' developers for new connections . In some
communities there is a desire to encourage development by not
charging the full or allowed SDC while in other communities
these charges are passed along to the developer. Even the
increase in SDC reflected in this information would still
place Tigard very competitively with neighboring communities.
Intergovernmental Water Board Meeting 3 - 13-96 Page 2
Adjustments to revenue requirements would be another policy
that may require attention. There is some argument to suggest
the desire to imbed in the revenue requirements some savings
for future capital increases (development of water supplies,
funds available for rate stabilization, etc. ) .
Form of the rates implemented would be another policy issue to
be considered. Would we continue with the current rate
structure or eliminate the quantity allowance, impose some
type of conservation rate, etc?
Chairperson Schedeirich questioned whether Mr. Lowry was
satisfied with the progress that is being made on the study?
Chairperson Scheiderich questioned whether CH2M Hill has
considered computation of the SDC, a few issues that have not
been considered in earlier versions he has seen such as, 1) a
charge to be imposed for fire line connections (sprinkler
connections) considering the size of the service lines? CH2M
Hill stated that they had not included that in their analysis .
Mr. Scheiderich continued by questioning whether 2) what
charges would be for upgrades? CH2M Hill stated that you
would basically charge for the differential not the entirety
of the service . Mr. Scheiderich stated that he would like to
see those charges in the report . Mr. Scheiderich also
questioned the instance of a downgrade of system use? CH2M
Hill stated that these would be more of a policy issue versus
a computation issue. Mr. Scheiderich questioned on the
adjustments to the SDC charges, most would agree that the
numbers support a charge greater than charges actually
enacted. He would prefer that the numbers support the numbers
that are appropriate without adjusting a change . An alternate
capital improvement plan could be suggested which would
support a different charge to be enacted.
Mr. Rothstein continued to state that once this document is
presented to the Board, they will still be policy issues that
will need to be made .
Chair Scheiderich questioned Mr. Monahan on whether the Board
would recommend some work items to the study? Mr. Monahan
stated that these could be added and the costs factored into
the study.
Commissioner Hunt questioned the completion date of the study?
Mr. Rothstein stated that they are hoping to come back next
month.
Mr. Polans stated that he had a question and was informed by
Chairperson Scheiderich that he could address that question to
CH2M Hill at a later time . Mr. Polans questioned how the
public would give input if they are stopped from speaking?
Chair Scheiderich stated that the Board members have been
Intergovernmental Water Board Meeting 3-13-96 Page 3
appointed by their respective cities to represent the public' s
interest and if Mr. Polans feels that Mr. Budihas is not
representing the interests of the citizens of King City then
Mr. Polans should speak with Mr. Budihas or the King City
Council .
Chair Scheiderich questioned whether the Board would like to
recommend that this study include the demand placed by fire
line connections and the appropriate charges? A motion was
made by Commissioner Budihas to have the study by CH2M Hill to
include a charge, if any, for fire line connections. This
motion was seconded by seconded by Commissioner Froude. Prior
to voting on this motion, it was decided that a motion was not
necessary, but just a consensus by the Board.
5. b. Mentor Reservoir Site - Chris Uber/Ed Wegner
Chair Scheiderich stated that the Board had been provided with
a Menlor Reservoir Site analysis provided by Murray Smith and
Associates and questioned whether the Board would like to
review this document or have Chris Uber discuss briefly since
he was in attendance at the meeting? The Board decided that
they would like a summary of the analysis distributed. Mr.
Wegner stated that this issue has been discussed for the last
^ two years and a decision was finally made to proceed. With
all the growth on the far side of Bull Mountain (Bull Mountain
Meadows) the following presentation will show that we are
moving ahead with this plan and will present the final plan to
this Board prior to presenting to the Tigard City Council. Ed
Wegner introduced the firm of Murray, Smith and Associates,
the engineering firm that the City has contracted with for the
past two years . Phil Smith is the Senior Partner since Hal
Murray' s retirement and Chris Uber has moved from Project
Engineer to Principal member of the firm. Mr. Smith stated
that although Hal Murray has retired he is willing to work on
a consultant basis for City of Tigard, if needed. Mr. Smith
continued by stating that some changes have occurred recently
with the firm, some of which include Chris Uber moving from
Associate to Vice President of the firm, Mr. Smith assumed the
role of President and Dave Leibrandt is the Senior Vice
President .
Mr. Smith continued by stating that the District has had 10
acres since 1989 on the west side of Bull Mountain. In recent
months the City has begun looking at the site due to the
considerable amount of growth in that area. Murray Smith and
Associates Otre commissioned from the City of Tigard to do
study on that site as well as addressing some master plan
issues associated with that reservoir as well as answer some
questions on whether the site is adequate, is it the right
elevation, at what volume should the reservoir be, costs,
procedures to proceed with to keep the project moving, and
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access issues. The results of this study were distributed to
the Board. Mr. Uber stated that he will begin by answering
questions that were noted above.
Mr. Uber discussed the information that was distributed and
pointed out areas on the map. The Menlor site sits just South
of Old Scholls Ferry Road. The 1986 master plan report
recommended that two reservoirs be constructed and also
recommended that some other reservoirs be constructed, which
were added to this study. The 1986 plan recommended two
reservoirs at Menlor one at 410 feet, one at 470 feet and on
the South side of Bull Mountain a reservoir was recommended at
410 feet and one at 550 feet . Mr. Uber continued and
discussed the hydraulics and reservoir elevations as
presented.
Mr. Uber continued by stating that their recommendation was to
not build the 470 feet reservoir at this time. The 410 feet
reservoir serving the area of the red zone is the reservoir
that is discussed in the document .
Once this determination was made, they began looking at the
site and how the reservoir would fit on the site. The site
..� was then surveyed and tied into a known benchmark and they
developed a site plan. The survey found that both reservoirs
could be built on the site, although they are recommending
that just one is built at this time.
Commissioner Manning questioned why the recommendation for
building just one reservoir at this time? Mr. Uber stated
that the recommendation is to pursue the 550 feet reservoir
site on the North side. Since the 470 feet reservoir would
only serve 70 feet of elevation and ideally you would want to
serve approximately 150 feet .
Mr. Uber continued by discussing the survey of the Menlor
site, which showed a need for a 410 feet reservoir with a
capacity of 3 . 5 million gallons.
Existing reservoir #3 (2 .5 mg) is concrete reservoir that has
had a layer added to it and it currently has leaking problems .
This reservoir will eventually be abandoned due to maintenance
problems . The question is whether to replace the capacity of
this reservoir at the Menlor site. Chairperson Scheiderich
questioned the linear progression per 100, 000 gallons at a
cost of $100 ,,000 of construction costs and are there set sizes
of concrete 'tanks? Mr. Uber stated that the tanks could be
built to any size capacity. Mr. Uber stated that he will
later discuss the difference between a reinforced concrete
tank as opposed to a steel reservoir.
Intergovernmental Water Board Meeting 3 -13-96 Page 5
Commissioner Budihas questioned if reservoir #3 is abandoned
what happens to the site. Mr. Volk stated that there is
another reservoir on the same site (2 . 5 mg) as well as a well .
Mr. Uber stated that placement of the reservoir is based upon
ground elevation. Mr. Uber continued to discuss access to the
reservoir site. There were three options of access available
1) track G access (advantage since the City has existing water
pipes there waiting to connect the new reservoir and allow for
efficient use of the property without having to clear the
entire property. The disadvantage of track G access is having
to send trucks through the neighborhood since this is at the
end of a residential street . The second option 2) Sunrise
Lane access which is at the SE corner (disadvantage was
traveling over the unused portion of the property and not
knowing at the time what the future use of this portion of the
property would be) and the County initially expressed some
concern about using one of their roads for carrying heavy
construction equipment . Mr. Wegner pointed out this area on
the vicinity map that was furnished to the members . The third
access 3) Roundtree Estate access with an advantage similar to
the track G access allowed access without a disturbance to the
remainder of the property. This access is also close to the
existing water main and the closest direct access to Old
--� Scholls Ferry Road although there is an undeveloped piece of
property just to the North of it which Mike Miller is
attempting to get easements through, so there would be a
potential to develop a reservoir access with this property.
The Roundtree Estate access was the recommended access by MSA.
Development of this site would involve conditional use .
Mr. Uber continued by discussing that their recommendation
includes a pre-stressed concrete reservoir since a portion of
the reservoir will be buried. Commissioner Manning questioned
what type of anchor would be used? Mr. Uber stated that the
anchor typed would be a part of the design project . Mr. Uber
stated that a geo-technical engineer would determine what type
of anchors will be needed to stabilize this foundation.
Commissioner Manning questioned whether this geo-technician
will also look at the seismic stability in this area? Mr.
Uber stated that the geo-technician is involved to a certain
extent, although the seismic requirements of this reservoir
are handled by the structural engineer. Commissioner Manning
questioned the cost of this particular site to meet all
required conditions, and would we be considering alternate
sites? Mr. I7ber stated that a site can be made to work geo
technically. Chairperson Scheiderich questioned whether MSA
would be doing the design work or would that be handled
-1 through the RFP process? Mr. Wegner stated that this will be
discussed later.
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Mr. Uber continued by discussing how the existing transmission
system would work with this new site. They looked at some
peak water days and that effect on the other reservoir sites .
This new site would sit a far point away from the supply (from
Lake Oswego, Portland and TVWD connections) and with existing
conditions, there would be a problem filling this reservoir.
A review of the current transmission system would need to be
completed to determine what type of improvements would need to
be made in order to fill this reservoir site. The current
system does have some links that could be added to improve the
hydraulic capacity. Mr. Uber stated that one of the
recommendations by MSA is to analyze the water system under
peak demand conditions and determined what improvements need
to be made to the transmission system.
Commissioner Hunt questioned where the reservoir site of the
550 feet fit into this plan overall? Mr. Uber stated that MSA
is also recommending that the City immediately begin looking
for an additional site that will accommodate a 550 feet site.
Mr. Hunt questioned how many years would this current site
carry us until the need exists for the 550 feet site? Mr.
Uber stated that is difficult to answer although he felt that
it would be sooner than later with the pace of the demand and
the development in the area. Commissioner Manning questioned
the amount of property required for an additional site? Mr.
Uber stated that depends upon the condition of the site.
Commissioner Hunt questioned pumping from the 410 feet
elevation? Mr. Uber stated that we are currently supplying
down from High Tor. Mr. Uber stated that the City currently
has on the South side property, space for a 410 feet reservoir
and there is not a site for the proposed 550 feet site.
Chairperson Scheiderich questioned the highest elevation of
the supply mains on the East side of town? Mr. Miller stated
that the highest is at 670 feet.
Mr. Uber stated that they have included a cost estimate in the
packet provided to the Board. Mr. Wegner stated that we still
have to complete the land use process with Washington County.
Mr. Uber and Mr. Wegner have already met with them at a
pre-application meeting and have some things to finish up.
Mr. Wegner stated that once things are completed in house and
get on the agenda with Washington County, the hearings
presentation would probably be July or August and design and
construction next year (probable completion 18 months out)
Commissioner Hunt questioned how this project is being funded?
Mr. Wegner stated that this is funded through SDC' s . Mr.
Lowry stated that the current projection now for the reserve
^ fund and water SDC' s in the 1996/97 fiscal year, we would be
appropriating approximately 3 . 5 million dollars of worth for
water projects out of thele two funds, which have been
Intergovernmental Water Board Meeting 3-13-96 Page 7
earmarked for this project . Mr. Lowry continued by saying
that if the three million dollar project estimate is
appropriate, there would be an additional half a million
dollars for possible purchase of property for a future site
and the future SDC' s funds will also be available.
Commissioner Hunt questioned the cost of the existing site?
Mr. Miller stated that this property cost $125, 000, although
land values have escalated in the last few years.
Mr. Uber stated that the next steps are to meet with
Washington County on the conditional use permit process and to
proceed with an analysis of the transmission system, begin
looking for additional property for the 550 feet site, and
continue talking with property owners around Three Mountain
Estates since a traffic impact state will be needed to access
the property. Mr Uber stated that there are risks involved
with the beginning design work prior to having the land use
application completed. He stated that they have spoke with
the County on what would be needed to get this process
through.
Mr. Wegner stated that the IWB need to recommend that this
project proceed to the Tigard City Council . The City' s
'1 consulting engineering contract with Murray, Smith and
Associates stipulates that large, single projects are not
necessarily included in their scope of services, however, this
would not preclude the City from requesting an RFP from
Murray, Smith and Associates to complete work on this project,
or solicit proposals from other firms. The type of firm that
is needed is a full service firm that can take us from
beginning to end of this project with a geo-technical people,
G and possibly an attorney to make presentations. This firm
should also be the firm that will do the design work.
Commissioner Hunt questioned whether we can legally contract
4_ with MSA? Mr. Monahan stated that we do not need to go out
for bid for professional services . Mr. Wegner stated we would
however, need a separate RFP if we go with MSA. Mr.
Scheiderich questioned who would write the RFP for this
project? Mr. Wegner stated that Jim Hendryx and himself would
write the RFP. Mr. Monahan stated that the legal aspect would
not need to be written into this RFP since we could use the
City attorneys . Mr. Wegner clarified that once MSA presents
the preliminary design for the Menlor site to Tigard City
Council, they have completed the scope of services under their
current general services contract . The Board discussed the
issue of granting this contract to another firm which would
include some review of the work already completed by Murray,
Smith and Associates .
Intergovernmental Water Board Meeting 3-13-96 Page 8
A motion was made by Commissioner Hunt to recommend to the
Tigard City Council, to proceed with the Land Use Application
and a geo-technical study that has been identified by Murray,
Smith and Associates on the Menlor Reservoir site. This
motion was seconded by Commissioner Budihas and Commissioner
Hunt questioned whether we should include the necessity to
look for additional land for future site? Commissioner Hunt' s
language was added to the motion and was passed unanimously.
A motion was made by Commissioner Budihas to recommend to
Tigard City Council to issue a change order to the existing
contract of Murray, Smith and Associates to seek preliminary
engineering and design of this reservoir site. Chair
Scheiderich clarified the motion by adding that this motion
would be a recommendation of negotiation towards a change
order. Mr. Wegner stated that it was his recommendation that
an a request for a formal proposal from Murray, Smith and
Associates, with the right to reject if the proposal was
unacceptable . This motion was seconded by Commissioner Hunt
and was passed unanimously.
5. Facility Use - Bill Monahan
Mr. Monahan stated that there has been further conversations
with City of Durham and the Tigard Water District concerning
the potential use by the City of Tigard. To date comments
have been received from City of Durham expressing an interest
in using their portion of the building in exchange for
maintenance services. The Tigard Water District has a mixed
opinion. King City has not responded to date. Commissioner
Budihas stated that they will meet again next week and will
make a decision after additional consideration.
An issue that is of concern is the valuation of the building
and why the City has proposed a figure that does not include
the land. Mr. Monahan stated that in a letter dated February
1 which outlined the interests of the City and included an
approximate figure of the property valuation and the portion
of the shares for each entity. The value was determined to be
a $1, 370 , 644 for the building with a calculated depreciation
that brought the value of the building to $1, 079 , 382 , these
figures do not include the underlying land. Mr. Monahan
continued to say that there are two ways of determining value
based upon proportionate interest and the proportion of assets
which are found in the EES study. The range based on these
figures were for Tigard Water District $241, 000 to $299 , 000 .
The proposal asked that the owners of the interest either
consider leasing, selling or allowing use by the City of
Tigard.
Intergovernmental Water Board Meeting 3 -13 -96 Page 9
The physical location report that was received from Mr. Lowry
stated that a replacement value for the building itself of
$645, 190 and the land underneath valued at $525, 000 . The
value of the entire site would be $1, 170, 000 which is $90, 000
more than what was estimated in the February 1 letter. This
land encompasses more than just the building site.
At this time the Tigard staff is working on space needs for
the next twenty years and the scenarios that are developed
will be taken to Tigard City Council on Tuesday. Mr. Monahan
stated that they are also looking at the Amber Foods building
across the street as an option.
Chair Scheiderich questioned when discussing the possibility
of rent or lease and payments in services in kind distributed
according to each entity shares, what term of a lease is being
considered? Mr. Monahan stated that they would like to have
this agreement be long term, if possible. The expectations of
utilizing the Water building could necessitate some
improvements to the building itself and possibly an addition
to the structure. These additional value from these
improvements would be a 1000 of the City of Tigard.
Commissioner Manning questioned what the valuation portion for
-� the City of Durham and King City for purchase? Mr. Monahan
stated that Durham' s valuation was a little over 8o and King
City 6a
Commissioner Budihas stated he would like to hear what all
three options are and be able to take this back to the King
City City Council for consideration.
Mr. Monahan stated also that the issue of where the money goes
if each entities interest is bought out . The Tigard Water
District stated that their portion would be valued at $281, 000
and where would this money go. Their only option would be to
put these funds back into water services . Mr. Monahan
questioned when the interests are bought out should these
funds not go back into the water system and help reduce rates
to the rate payers since it was those rate payers who paid for
the building? Chairperson Scheiderich questioned whether
this building met the seismic code? Mr. Volk stated that it
met those standards when it was built .
The Water District' s concern is that this building was built
to enable the water patrons and staff a better facility and if
they are displaced they are compromising the issue of the
buildings use .
John Haunsperger from the Tigard Water District stated that
this building should be continued to be used for the purpose
of which it was built to accommodate and serve the water
Intergovernmental Water Board Meeting 3-13 -96 Page 10
patrons and staff . Mr. Haunsperger stated that the building
was built with Capital Improvements funds . Mr. Wegner stated
that the Tigard Water District does not have any staff, the
staff is City of Tigard staff and some have other office
space.
Mr. Monahan stated that he felt the best scenario would be for
the City to have the ability to use without paying the lease
or paying to purchase and keep it available and not reduce the
space for the people who are doing water functions. Since
some of the people outside the water building (Monahan,
Wegner, Volk) are also doing water functions, other facilities
are being used to do water functions and these would offset
the use of the water building for other than water functions .
Mr. Monahan stated that the auditorium could be used for court
purposes to alleviate traffic issues and crowding at City
Hall .
Commissioner Hunt stated that one of the goals of Tigard City
Council is to attempt to look at staff needs in the future.
When looking at long term needs , the need to look at this
building and its use and incorporate it into the needs of the
organization. Mr. Hunt stated that a concern when the City
began supervising the distribution of the water system was
whether we could save the amount of money as projected. Mr.
Hunt continued by saying that we have saved at least as much
as was projected, if not more.
Chair Scheiderich stated that he would like to get a consensus
from the Tigard Water District at their next meeting prior to
proceeding on this topic.
5 . Fiscal Year 1996/97 Budget - Randy Volk/Ed Wegner
Chairperson Schedierich stated that in regards to the budget
he would suggest that the Board look at the summary that was
provided and ask specific comments of staff at the next
meeting. Mr. Wegner stated that the Board could contact staff
prior to the next meeting with any necessary questions, since
that next meeting will be well into the budget process. Mr.
Lowry stated that budget meetings begin April 13 and City
Council adoption of the budget is scheduled for mid June.
6 . Director' s Report - Ed Wegner
Mr. Wegner ' stated that he had distributed the monthly
summaries to the Board members for their review which included
monthly supply purchase, and a news release which will go out
—� in billings about landscaping seminars and water conservation.
Intergovernmental Water Board Meeting 3 -13-96 Page 11
7 . Non Agenda Items
None noted
8 . Adjournment
With no further business or discussion a motion for
adjournment was made by Commissioner Budihas and seconded by
Commissioner Hunt and passed unanimously.
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