05/15/1996 - Minutes INTERGOVERNMENTAL WATER BOARD MEETING MINUTES
MAY 15, 1996
Members Present: Chair Scheiderich, Beverly Froude, John
Budihas, and Bob Rolhf
Staff Present: Bill Monahan, Ed Wegner, Mike Miller, Wayne
Lowry and Kathy Kaatz
Visitors Present: Carolyn Houghton, Jack Polans, Bob Tomlinson,
John Haunsperger
1. Call to Order
The regular meeting of the Intergovernmental Water Board was
called to order at 5 :40 p.m.
2 . Roll Call and Introductions
Roll was taken with all members present with the exception of
Paul Hunt and Bob Tydeman. The alternate representative from
the City of Tigard, Mr. Bob Rohlf was present. There was no
representative present from the City of Durham. Mr. Monahan
stated that the new alternate for the City of Durham is Mr.
Chris Hatfield.
3 . Visitor Comments
Jack Polans stated that he was present at the meeting to find
out what the citizens will be paging for water services and
also is interested in knowing the measurement and
consideration of the minimum amount.
4 . Approve April 10, 1996 Meeting Minutes
A motion was made by Bob Rohlf to approve the minutes of the
April 10 , 1996 IWB meeting which was seconded by Commissioner
Budihas and voted upon unanimously.
5 . Letter for Adjustment
Ms . Carolyn Houghton was in attendance at the meeting to
request additional credit on a substantial water bill she
received for $633 as a result of a water leak that occurred
from the main to the residence. Accompanying Ms. Houghton was
her tenant, Mr. Nick George. Mr. George stated that during
some landscape work the leak was discovered. Mr. George
stated as soon as the leak was discovered they contacted the
City who came out and assisted him in determining where the
leak was located and turned the service off . The leak was
then repaired immediately. Mr. George stated that the leak
was approximately 4 feet underground. Mr. Scheiderich
questioned what the typical monthly billing for this residence
was? Mr. George stated that the bill generally runs
approximately $61-71 dollars per month.
Commissioner Froude stated that policy allows for $165 . 00
credit to be applied which would leave a balance of $468 . 00 .
Mr. Wegner stated that the policy does allow a credit amount
$165 . 00 or to follow the appeal process by coming to the
Board.
Mr. Rohlf questioned the basis for the $165 credit allowance?
Mr. Lowry stated that this is an existing policy that the
Water District has always had with a slight increase. Ms .
Houghton stated that she owns five properties in Tigard and
has experienced three additional leaks this year with
substantial repair bills .
Mr. Rohlf questioned the purpose served by this policy? Mr.
Wegner stated that it allows staff some latitude in applying
this credit without bringing all issues less than this amount
to the Board.
Mr Rohlf questioned calculating the actual cost of the water
loss? A motion was made by Commissioner Budihas that the
Board examine the billing for this address and make a decision
at the next meeting. Mr. Rohlf stated that the City only
needs to recoup the actual costs of the water. Chair
Scheiderich motioned that the Board delegate to staff to allow
credit for the bill minus the City' s direct cost of the water
or $165 . 00 whichever is greater. This motion passed
unanimously. Mr. Lowry stated that the staff would be in
contact with the property owner.
6 . Prater Rate Study - CH2M Hill
Mr. Lowry stated that Bob Tomlinson was in attendance from
CH2M Hill to discuss the proposed rate study. Mr. Lowry
stated that Mr. Tomlinson was present at this meeting to make
a brief overview of the report and the conclusion of the
report as well as CH2M Hill ' s recommendations .
Mr. Tomlinson distributed a short handout that outlined the
rate study, recommendations and the rate design options . Mr.
Tomlinson discussed the following briefly:
• SDC Recommendation. (Table LS-5 , page FS-8) Recommendation
to adopt the revised SDC charges . These charges were
_calculated to adopt a reimbursement fee SDC. These fees as
based upon the systems current fixed assets and will allow
reimbursement of existing users for the investment in the
Intergovernmental Water Board Meeting - May 15 , 1996 Page 2
current system. Also calculated was an improvement fee SDC.
This is a calculation based upon the capital improvement plan
for the next five year. Oregon State statue allows these fees
to be added together to get a combined System Development
Charge (maximum charge) . This fee calculated out to the
figures outlined in table ES-5, page ES-8 . This
recommendation is based upon current investment as well as
planned investment for future users . Chair Scheiderich
questioned whether the planned investment have any
contingencies amount built into the projected costs? Mr.
Tomlinson stated that they have inflated the capital
improvement by 426 a year. Chair Scheiderich also questioned
the construction costs estimates and contingencies? Mr.
Tomlinson stated that he believed that those figures were also
inflated. Mr. Scheiderich questioned the concern during year
four or five of an annual revenue shortfall made up by excess
revenue the first few years. Mr. Tomlinson stated that they
calculated five year average rates . Mr. Tomlinson continued
by stating that the organization needs to have some fiscal
restrains so during the years of excess revenue that these
funds are placed in a rate stabilization fund to allow for
shortfall . Mr. Tomlinson continued to say that their
recommendation is to continue the buyers service connection
charge which is currently $1, 250 . 00 .
• Rate Design Options . (Table ES-2 , page ES-5) Mr. Tomlinson
stated that in examining the current revenue requirements, the
current rate design is sufficient to allow for planned costs
and expenditures for the next five years . Based upon the
assumptions of this study, these rates should be sufficient
for the next five years. CH2M Hill does recommend to go with
cost of service rates which are more equitable and more
defendable. These proposed costs of service rates are
outlined in Table ES-2, page ES-5 . This table outlines two
scenarios for both a based bi-monthly and a volume charge.
The first scenario outlines a volume rate plus minimum
customer charge. The minimum charge only includes the
customer costs (fixed costs associated with billing and meter
reading) . This second scenario includes 800 cf of initial
demand in the base charge, with the same volume rates applying
for usage c over 800 cf . Mr. Scheiderich questioned whether
there would be a revenue loss while assessing all residential
users a minimum of 800 cf . Mr. Tomlinson stated there might
be a slight loss but are actually looking for revenue
stability while adding an additional amount of demand into the
base charge_. Mr. Scheiderich questioned the percentage of the
demand by the various classes and the correlation between this
and the 100ccf charge? Mr. Tomlinson stated the percentages
are used to allocate the cost to the customer classes and
these costs are divided by the estimated demand over the five
years . The percentages are applied to the costs .
Intergovernmental Water Board Meeting - May 15 , 1996 Page 3
Mr. Tomlinson stated that they also looked at the seasonal
conservation surcharge which is summarized on Table ES-3 on
page ES-6 . The breaking point on these figures was 50 cf so
in the summer months someone in the residential class that
uses more than 50 ccf would be charged an additional amount.
The revenues collected from this charge are in addition to the
cost of service revenues . It is the recommendation of CH2M
Hill that these revenues are used to fund a comprehensive
conservation education program. Mr. Scheiderich questioned
the minimum annual amount of revenue to fund an adequate
conservation program for this size service area? Mr.
Tomlinson stated that $100, 000 minimum would be sufficient
(table reflects $61, 000 minimum) .
Mr. Scheiderich questioned whether an inverted block rate was
considered? Mr. Tomlinson stated that it was considered
although they had problems gathering the data which made it
difficult to make this recommendation.
Mr. Scheiderich asked if we know what Tualatin Valley Water
District is increasing their SDC to? Commissioner Froude
stated that they are increasing their charges from the current
charge of $1, 860 to $2, 160 .
Commissioner Froude stated that the residents on Bull Mountain
are not happy with the additional booster charge and feel that
it should be lowered. Mr. Tomlinson stated that this charge
reflects the additional costs of pumping water to the higher
elevations.
Commissioner Budihas stated that the residents of King City
are happy that their rates will be lowered. Mr. Wegner stated
that it is important to understand that the rate only
decreases if you change the way that you bill . Residents will
pay for what they use, there is not a reduction in rates .
Chair Scheiderich questioned whether there are any consumer
price index factors that are figured into any future rate
increases? Mr. Tomlinson stated that they have inflated costs
for the next five years . He continued by saying that the
inflation rate is based upon current inflation rates and if
something would happen to increase the inflation rate, these
rates would need to be re-visited. Mr. Scheiderich stated he
thought it would be appropriate for the Board to state a
consensus on the preference on a rate that begins with 100 cf.
Mr. Scheiderich questioned how the 800 cf minimum was arrived
at? Mr. Lowry stated that he believed this figure to be
derived from a system average. Mr. Scheiderich requested
clarification on the USA rates as they apply to water
consumption. Mr. Lowry stated that these charges are based
upon a winter average on water usage which becomes the users
average for the next year and they apply a base charge plus a
volume charge.
Intergovernmental Water Board Meeting - May 15 , 1996 Page 4
Mr. Lowry stated that currently our minimum charges is $14 . 30
for 8 ccf on a bi-monthly basis . This is approximately
$1. 78/ccf plus volume charge of $1. 32 . On the assumption that
the first 8ccf were sold at $1.32/ccf then we would be
charging $3 . 74 more for the 8ccf. This is the same logic as
the proposed charges with the difference in charging only for
what the user uses . Mr. Lowry referred to Table ES-2 , page
ES-5 that lists the two scenarios a) base charge, no minimum
water and users pay $3 . 89/bi-monthly (cost of billing) plus
every unit used, b) same as currently using with minimum
charge. Mr. Lowry stated that the staff prefers the no
minimum charge since lower use customers are penalized for
water not being used and have no incentive to conserve. Mr.
Lowry stated if we choose the option with no minimum there is
the potential for cash flow concerns although since the system
is so large this will not be an issue. The staff prefers the
no minimum charge since it promotes conservation without a
complicated rate structure. Mr. Lowry referred to Table ES-1,
page ES-2 which outlines the current rate structure, and its
complexity. On Table ES-2 on page ES-5 this captures the
simplicity of the no minimum charge and reflects a cost of
service rate.
Mr. Lowry emphasized that this a revenue neutral rate
proposal . There is no increase or decrease in rates, just a
change in rate structure based upon cost of service. On Table
ES-4 Mr. Lowry pointed out the significant impact on certain
users, although residential users will see virtually no
change, higher volume users will see a significant change.
Mr. Lowry stated that their are 526 commercial accounts and 8
industrial users .
Commissioner Froude questioned the irrigation notation on the
table? Mr. Lowry stated that certain customers have
irrigation meters (Pac Trust) which are used for irrigation
purposes . These irrigation charges will encourage
conservation from these users .
Mr. Lowry discussed the computer system that the Finance
Department is utilizing for billing which was purchased prior
to the merger of the District with the City and it is set up
to deal with more complex billing practices . To incorporate
changes to the current billing system will however take some
time to transition. Mr. Lowry stated that if the Board
decides to change the rate structure, it would be his
recommendation to look at some other billing issues
such as monthly billing versus bi-monthly, meter reading, even
pay plans, automatic withdrawal, etc . Mr. Lowry felt that
this should be able to be accomplished by January 1 .
Intergovernmental Water Board Meeting - May 15 , 1996 Page 5
Mr. Haunsperger stated that on the issue of irrigation and
conservation, this may place some incentive for the irrigation
users to make use of gray water (effluent water) from USA.
Chair Scheiderich stated that he thought this issue should be
broke up in to a couple of topic issues for decision:
• Whether to adopt the rate structure that charges only for
amount used as opposed to minimum amount used (volume
rate plus minimum customer charge) .
• Proposed SDC charges .
• Summer surcharge for excess consumption. What should it
be?
Mr. Polans asked the Chairperson if there would be a public
hearing on this? Chair Schederich stated that not at this
Board. Mr. Polans questioned whether a public hearing would
be held at the Tigard City Council level, with Mr. Scheiderich
response being that he assumed so.
Chair Scheiderich questioned whether there was a consensus on
the adoption of the volume rate plus minimum customer charge?
Mr. Haunsperger stated that the Tigard Water Board
recommendation was to initiate the charge only per use.
Commissioner Froude stated that her concern in doing that is
that there is enough time to get information out to the
customers especially if users go over the 50ccf during the
summer months . Ms. Froude is concerned about having a program
in place prior to enacting a new rate structure. While
polling the Board, it appeared that there was a consensus on
the adoption of the volume plus minimum charge.
Mr. Scheiderich questioned whether there was a consensus on
the proposed System Development Charges including the high
elevation? Mr. Wegner stated that Mr. Lowry is assuming the
implementation to be January 1 therefore, the changes will not
be seen during the summer months .
On the SDC charges, Mr. Rohlf questioned whether these amounts
were too low in comparison with surrounding communities . Mr.
Tomlinson stated that the SDC need to be based upon actual
system wide needs . Mr. Lowry stated the only way to charge a
higher SDC would be to have more capital projects and this
plan does reflect realistic needs . Chair Scheiderich stated
that the Board reached a consensus on the SDC issue.
On the issue of a summer surcharge, Mr. Rohlf stated he was
opposed to that and he spoke with Commissioner Hunt and he was
also opposed to that . Commissioner Froude stated she would be
more comfortable to have this summer surcharge in effect this
year and re-visit if users are not conserving. Mr. Rohlf
stated that if charges are based upon usage, there is no need
for punitive measures . Mr. Lowry stated that maybe it would
Intergovernmental Water Board Meeting - May 15 , 1996 Page 6
be appropriate to hold the conservation thought until this
time next year or wait until the proposed rate structure is in
place. Mr. Wegner stated that the new budget has $17, 000
budgeted for a conservation program which is about all the
staff can handle. Chair Scheiderich stated that the Board
agreed to proceed with the program and then determine a rate.
7 . Director' s Report
Mr. Wegner stated that we have entered into an agreement with
City of Portland to take 1 mgd which will lower the rate by
.50 . This new scheme of buying will reduce winter consumption
buying with Lake Oswego. This proposal will go to Portland
City Council this week.
Mr. Wegner stated that we are currently in the process of
negotiating a contract with Murray Smith and Associates on the
Menlor Reservoir site and should be going to City Council
within the next couple of weeks .
Work is continuing on the Regional Water Supply Plan and
incorporation of comments with a new draft out in 3-4 weeks .
Mr. Wegner stated that we will have wellhouse #3 completed by
June 1 which will allow an additional 1/2 mgd to the system.
Murray Smith and Associates is working with TVWD on
improvements to bring in another 4 mgd over the next year.
Mr. Wegner stated that he and Mr. Monahan are continuing to ~--
work with the Willamette River Subregional group. This group
is not only looking at the Willamette but also at new
transmission systems . Mr. Scheiderich questioned the status
of the Damasch site? Mr. Wegner stated that will not be a
future water site.
Mr. Wegner also stated that John Acker, Property Manager has
resigned effective June 14 and Rusty Thomas unofficially
announced his plans for retirement effective July 1.
Mr. Monahan stated that an analysis was done on the lease rate
for the monopole with Sprint and it was determined that $800
a month was appropriate however, other issues have raised the
rate to $900 per month if the City will agree to a longer term
before being able to terminate the lease. The corporate
office for Sprint also wanted an additional five years before
being able to terminate the lease for a lease rate of $950 .
The lease that was signed today states that we can terminate
the lease after twenty years which will allow revenue in the
amount of $421, 000 .
Intergovernmental Water Board Meeting - May 15 , 1996 Page 7
8. Non Agenda Items
Chair Scheiderich stated that the major parties to the
Regional Provider Plan are getting together next week to draft
an actual intergovernmental agreement for shared projects .
Commissioner Froude questioned whether the Board had completed
discussion on the Rules, Rates and Regulations? Mr. Wegner
stated that we had decided to wait until the rate study was in
place and get information together on backflow before
proceeding with this discussion.
9 . Adjournment
The regular meeting of the Intergovernmental Water Board
adjourned at 6 :50 p.m.
Intergovernmental Water Board Meeting - May 15 , 1996 Page 8