05/28/2002 - Budget Minutes r
TIGARD WATER DISTRICT
BUDGET MEETING
May 28, 2002
Members Present: George Rhine, Norman Penner, Beverly Froude,
Doreen Hames, Janet Zeider, and Charlie Stalzer
Staff Present: Tom lmdieke, Dennis Koellermeier and Twila
Willson
Visitors Present: Mrs. Stalzer
1. Call to Order
The Tigard Water District Budget Meeting for fiscal year 2002-2003 was called to
order by Commissioner George Rhine at 6:30 p.m.
2. Roll Call and Introductions
Commissioner Rhine called roll and asked each Budget Committee Member to
introduce themselves and give some brief information about themselves. Janet
Zeider has lived in Tigard for 20 years. Her husband is a dentist in Tigard.
Doreen Hames is retired and has previously served on the Budget Committee.
Charlie Stalzer has lived on Bull Mountain for about seven years.
It was established that there were enough members present from the Tigard
Water District Board of Commissioners and the Tigard Budget Committee to form
a quorum.
3. Appointment of Budget Committee
Commissioner Rhine turned the balance of the budget meeting over to the
appointed budget officer, Commissioner Beverly Froude.
Commissioner Penner motioned to accept the five appointed committee members
and Commissioner Rhine seconded the motion. Appointed Budget Committee
Members include: Doreen Hames, Charlie Stalzer, Janet Zeider, Mel Jonely, and
Ron Baker. The motion to accept the committee members was unanimous.
Those Budget Committee Members present were Janet Zeider, Doreen Hames,
and Charlie Stalzer, and constituted a quorum.
Tigard Water District 1 May 28,2002
Budget Meeting
4
4. 2002/2003 Fiscal Year Budget Discussion
Commissioner Froude presented the Budget Calendar and briefly explained about
the Tigard Water District. The Tigard Water District represents the unincorporated
area and has a representative on the Intergovernmental Water Board (IWB), which
is a policy-making board. The Budget Committee represents the unincorporated
area of TWD.
Tom Imdieke, Financial Operations Manager for the City of Tigard, introduced
himself and was present to answer any questions on budget items.
Dennis Koellermeier explained the layout of the proposed budget information,
which also contained the historical information for the prior three years. The
expenditure patterns have been consistent throughout the past three years. After
reviewing the budget with the Finance Department, he suggested some changes
and adjustments for the proposed budget, namely, the attorney fees and the
contingency have been increased. The revenue section (income) would remain
about the same.
There was a question about why the line item "Contract for Board Minutes"was
still listed when there was no money allocated on the budget for that service. Tom
Imdieke stated that the budget law requires a minimum of three years of history to
be shown as reference, which is why that is still listed. The "Boundary
Commission Dues"line item can be removed from the budget information sheet
since there no longer is any historical information to be made known in that
category.
Commissioner Froude requested an explanation as to why the proposed attorney
and contingency categories had been increased. Mr. Koellermeier stated that
those increases would allow for flexibility for the upcoming year. The TWD board
lost two members and there recently were several annexations over the past year
and these increases would allow for flexibility for choices the board might make
during the upcoming year. The amount does not need to be spent if it is not
necessary.
Commissioner Norm Penner requested an explanation for the "Engineering
Services"expenditure and it was explained that it was a one-time expense that
was connected with a claim.
Commissioner Rhine asked if the "Election Costs"line item was adequate to
replace the two vacant seats on the Board of Commissioners. Mr. lmdieke
stated that the historical pattern indicated that $800 would be sufficient, however,
should additional funds be required, the "Contingency"fund could be drawn
from to cover additional expenses. The TWD Board is required to pay an
apportioned amount of the Washington County election costs.
Tigard Water District 2 May 28,2002
Budget Meeting
io
a
I
Charlie Stalzer asked how the revenues have been affected due to the growth on
Bull Mountain. Mr. Koellermeier explained that expenses to provide services to
Bull Mountain are not reflected in this budget and do not come from TWD funds.
Although the Bull Mountain area has rapidly grown, there have also been several
annexations that have reduced the number of residents that the 1% water sales
generate in revenues.
Mr. Stalzer asked how the expenses were handled should there be a major water
break on Bull Mountain. Mr. Koellermeier explained that those expenses would
come from the City of Tigard's water budget, whose general revenue source
comes from the water rates paid from the service area.
The meeting was opened up to comments from the public, however, there were
no comments received from citizens.
5. Budget Recommendation
Charlie Stalzer motioned to approve the proposed budget as submitted,
with an amendment to remove the line item entitled "Boundary
Commission Dues". Doreen Hames seconded the motion. The motion
passed unanimously.
Tom lmdieke stated that the Finance Department will publish a copy of the
proposed budget in the legal section of the Tigard Times on June 13, 2002. The
Tigard Water District will meet on June 24, 2002, to hear any public comments
and approve the budget.
6. Adjournment
Commissioner Rhine announced that the TWD was looking for interested parties
to serve on the Tigard Water District Board of Commissioners. He thanked the
budget committee for their participation in the budget process. The Tigard Water
District Budget Committee meeting was adjourned at 6:51 p.m.
Tigard Water District 3 May 28,2002
Budget Meeting