05/10/1977 - Packet TIGARD WATER DISTRICT 131341 S. W. COMMERCIAL ST.
TIGARD, OREGON 97223
PHONE (503) 639-1554
May 10, 1977
AGENDA
BUDGET HEARING (FY 1977-78)
CALL TO ORDER
1. VISITORS
ADJOURNMENT
REGULAR MEETING
CALL TO ORDER
1. RESOLUTION TO APPROVE MINUTES OF LAST
MEETING
2. VISITORS
3. RESOLUTION TO PAY VOUCHERS
4. RESOLUTION TO ADOPT FY1977-78 BUDGET FOR
ALL FUNDS , LEVYING TAXES, AND APPROPRIATING
EXPENDITURES AS APPROVED BY THE BUDGET COM-
MITTEE
5. ELECTION OF OFFICERS FOR FISCAL YEAR 1977-
1978, COMMENCING JULY 1, 1977
6. OTHER BUSINESS
ADJOURNMENT
ADMINISTRATOR'S REPORT
''ow" 1. Resolution to approve minutes of last meeting.
2 . Visitors.
3. Resolution to pay vouchers.
4 . Resolution to adopt FY 1977-78 budget for all funds,
levying taxes, and appropriating expenditures as approved
by the budget committee. (See complete resolution attached
hereto) .
5. Election of officers for fiscal year 1977-78 , com-
mencing July 1, 1977.
Past officers and years of service are as follows:
Year
From To Chairman Secretary Treasurer
Jan 1973 - Jun 1974 C. Nicoli D. Thomas John Wied
Jul 1974 - Jun 1975 V. Wheelwright J. Schwartz C. Nicoli
Jul 1975 - Jun 1976 D. Thomas G. Chamberlin C. Nicoli
Jul 1976 - Jun 1977 C. Nicoli H. Brown G. Chamberlin
6. Other business.
-1-
ADMINISTRATOR'S REPORT (Continued)
7. Contract with City of Portland to purchase surplus
Bull Run water.
On April 25, 1977 the City of Portland approved
the 10-year contract with Tigard Water District, effective
April 1, 1977.
This contract assures the customers of a dependable
source of water for the short-range time period. It pro-
vides the district with time to develop a new source of
water.
8. Willamette River as a source of water supply.
On May 2, 1977, Gilbert Meigs (ST&R) , John Miller,
and I met with representatives of the Oregon State Health
Division regarding ST&R' s water quality study of the
Willamette River at Wilsonville. The Health Division
has concluded that there is nothing objectionable in the
raw water that a standard treatment process could not
correct. They have agreed to approve this source of water
— for public use and will forward a letter to that effect.
This is the first major hurdle in developing the Willamette
River. It has taken 12 years.
Since the water quality study has been published,
other municipalities have shown a strong interest in
utilizing the Willamette River, the 12th largest in the
United States. The drought condition of this past winter
has also had its effect as the tributaries to the Willam-
ette River became dangerously low. Other cities seriously
considering the Willamette River are Salem, Monmoth, New-
berg, and Lake Oswego. It appears inevitable that the
Willamette River must be developed in the near future if
governmental bodies are to provide adequate water for their
inhabitants.
The district is starting down the long road toward
achieving an independent source of water. Many governmental
agencies must approve the concept along the way. Within a
few months I intend to request that you make a commitment
to develop the Willamette River with a $12 million G.O. bond
issue to be presented to the electorate at the general elec-
tions in November, 1978 . This amount would provide suffi-
cient funds for Tigard Water District, alone, to develop the
water supply. Tualatin and Wilsonville are vitally interested
41•00in the project and we would welcome their participation. The
controlling governmental agency to wholesale water to each
entity could be called the "TWT Water Commission" . We would
also welcome other water districts and cities to participate
in the project. I believe they should be advised that a
decision on participation must be received by June 30 , 1978 ,
or about one year from now.
-2-
ADMINISTRATOR`S REPORT (Continued)
41,p' 9. Unmetered water.
Pumped Purchased Total Sold Loss
Month & Cu. Ft. Cu. Ft. Cu. Ft. Cu. Ft. Cu. Ft. Loss
Year x 1000 x 1000 x 1000 x 1000 x 1000 %
Apr 1977 3, 068 *4,432 (L.O. ) 7, 500 6, 012 1,488 19. 8%
-0- (Port)
Cumulative
Total:
(10 mo. )
TOTAL: 27,250 53, 351 (L.O. ) 82, 490 79 , 864 2 , 626 3. 2%
1, 889 (Port)
55,240
*59% of water consumed during April 1977 was purchased
from Lake Oswego.
Summary of past years:
FY Well Lake Oswego Portland Water Loss
1972-73 78% -0- 22% (CapHwy) 18. 3%
1973-74 48% 52% -0- 11. 1%
1974-75 40% 59% 1% 16. 2%
1975-76 39% 59% 2% 7. 4%
1976-77 (10 mo. ) 33. 0% 64 . 7% 2. 3% 3. 2%
-3-
ADMINISTRATOR'S REPORT (Continued)
10. Water pumped from wells, Calendar Year 1977.
Month Actual *Actual Allocation/Month
1977 Cubic Feet Acre-Feet Acre-Feet
Jan 1, 955, 100 44. 9 88 (2 wells off)
Feb 1,795, 820 41. 2 88 (2 wells off)
Mar 2, 081,770 47. 8 88 (2 wells off)
Apr 3, 068, 550 70. 4 88 (2 wells off)
(#1 deepened 200 ' )
TOTAL: 8, 901, 240 204. 3 352
*1 acre-foot = 43, 560 cubic feet
Actually pumped in prior years:
1970: 1, 616 acre-feet
1971: 1, 418 " "
1972: 1, 501 " "
1973: 1, 269 " "
1974: 924 " "
1975: 930 "
1976: 847 " "
11. Percentage of Bull Run water purchased for computing
amount due for Systems Development Charge.
Month & Well Lake Oswego Portland Total %
Year Cu. Ft. Cu. Ft. Cu. Ft. Cu. Ft. Bull Run
Oct 1976 3, 094,830 4, 778, 000 -0- 7, 872, 830 0. 00000%
Nov 1976 2, 950, 740 4 ,582 , 000 300 7 ,533 , 040 0. 00398%
Dec 1976 2,957, 020 4, 301,900 200 7 , 259 , 120 0. 00276%
Jan 1977 1, 955, 100 5, 617 ,700 200 7 ,573 ,000 0. 00264%
Feb 1977 1, 795, 820 4, 543, 600 100 6, 339 ,520 0. 00158%
Mar 1977 2, 081,770 4, 887 ,100 100 6,968 , 970 0. 00144%
Apr 1977 3, 068 ,550 4, 432, 100 -0- 7, 500, 650 0. 00000%
"- TOTAL: 17, 903, 830 33, 142, 400 900 51,047 ,130 0. 00176%
(7 months)
or about 1/6 of 1/100 of 1% Bull Run
-4-
ADMINISTRATOR'S REPORT (Continued)
12. Work accomplished during April 1977 .
a. TWD installed 1500 feet of 12" D. I . and 1300
feet of 6" D. I. pipe + 3 fire hydrants along S. W. 103rd
Avenue, Inez to McDonald, to replace 6" O.D. steel pipe
and parallel for pressure system.
b. Lloyd Brown, contractor, installed 550 feet of
8" D. I. pipe + 2 fire hydrants along S. W. Scholls Ferry
Road, easterly from 121st Avenue, to serve 53 unit apart-
ment complex of 8 separate buildings for Robert Randall
Construction Company. (Developer' s) .
c. TWD installed fire hydrant at King City Fire
Station.
d. TWD installed street light at new Hi Tor reser-
voir site.
e. TWD installed 46 meters. (5063 - 5018) .
District also serves 41 meters in Metzger Water District.
Total: 5104 .
13. Work to be accomplished during remainder of FY
1976-77.
May:
a. TWD install 240 feet of 6" and 2" D.I . pipe +
1 fire hydrant along S. W. 123rd Avenue, north of Walnut
Street, for 3 single family dwellings for Daniels , Wiggins,
and Daniels. (Developer' s) .
b. TWD install 5, 000 feet of 16" D.I. pipe along
S. W. McDonald Street, Hall Boulevard to Pacific Highway,
to reinforce district ' s capability to receive more Clacka-
mas River water from City of Lake Oswego.
June:
a. TWD install 1, 600 ' of 12" D.I. pipe + 4 fire
hydrants along Pacific Highway, (west side) , Watkins to
Gaarde Street, to replace 6" O.D. steel pipe.
b. TWD install 390 feet of 6" D.I . + 1 fire hydrant
for new development of 13 homes on Merestone Court, west
of S. W. 121st Avenue (near Katherine) , for J.A. Paterson.
low (Developer's) .
c. TWD install 1600 ' of 6" D.I. + 2 fire hydrants
for new development of 36 homes on Greensward Lane, west
of S. W. Hall Boulevard (near Bonita Road) , for Dale De-
Harpport. (Developer' s) .
-5-
ADMINISTRATOR'S REPORT (Continued)
14. Work to be accomplished during FY 1977-78.
FOR TIGARD WATER DISTRICT:
July and August:
a. TWD install 1, 650 ' of 12" D. I . , 3,150 ' of 8"
D. I. , and 4, 450' of 6" D. I. + 5 fire hydrants on Bull
Mountain Road, Sunrise Lane, 146th Avenue, and 150th
Avenue, to replace 4" O.D. steel pipe and parallel for
pressure system from Hi Tor reservoir.
September:
a. TWD install 640 ' of 8" D. I . along S. W. 141st
Avenue, south of Bull Mountain Road, and 1,370 ' of 6"
D. I. on Bull Mountain Road, east of 141st Avenue, to
parallel for pressure system.
October:
a. TWD install control vault for 10-MG reservoir.
100, b. Backfill and landscape 10-MG reservoir site.
c. TWD install 170 ' of 12" D.I. along 125th Avenue,
Bull Mountain Road northerly toward 10-MG reservoir.
d. TWD install 200 ' of 6" D. I . from both 125th and
Bull Mountain Road to 10-MG reservoir.
November and December:
a. Install 12" and 36" D. I. pipe from 10-MG reser-
voir via Hazeltree subdivision to 121st and Gaarde St.
(or to #2 reservoir) .
b. Install 6" and 12" D. I. pipe near #2 reservoir
site toward Hazeltree Street and Gaarde Street.
March and April 1978 :
a. TWD install 2, 260 ' of 12" D.I. pipe + 4 fire
hydrants from Fern Street pump station to 132nd Street
pump station to parallel for pressure and eliminate the
Fern Street pump station.
-+w
-6-
ADMINISTRATOR'S REPORT (Continued)
FOR DEVELOPERS (APPROVED) :
Orr
a. Varns Park: S. W. 72nd and Fir Street.
1, 050' of 6" D. I. + 5 fire hydrants for commercial
development. (Fletcher, Hanson, and Parsons) .
b. Summerfield, Plat 10 : S. W. Oakhill Lane
and Oaktree Lane, near Alderbrook Drive. 1,500 ' of
6" D. I. + 3 fire hydrants for 56 single family dwell-
ings. (Tualatin Development Company, Inc. )
c. Barton Subdivision: N.W. corner of No.
Dakota and 115th Avenue. 250' of 6" D. I. + 1 fire
hydrant for 9 single family dwellings.
d. Yolo Estates: S. W. Pathfinder Way, from
107th Court to Walnut Street. 1, 100 ' of 6" D. I. +
2 fire hydrants for 15 single family dwellings.
e. Commercial development: S. W. 72nd and
Upper Boones Ferry Road. 1, 300 ' of 12" D. I. + 2
fire hydrants along 72nd Avenue, Kable to Upper Boones
Ferry Road. (Equities Northwest) .
TOTAL: 2 commercial developments
80 home sites
FOR DEVELOPERS (PENDING) :
a. Black Bull Park: S. W. North Dakota Street,
across from Metzger USA treatment plant. 1, 800 ' of 6"
D. I. , 150' of 4" D. I. + 1 fire hydrant for 33 single
family dwellings. (Mike Robinson) .
b. Wilderness: S. W. Amy Place, between Fonner
and Errol Street. 13 single family dwellings.
c. Edwards property (1) : S. W. Bull Mountain
Road, west of Pacific Highway for 41 home sites.
d. Edwards property (2) : S. W. 115th and Fair-
haven. 99 home sites.
e. Launalynda: S. W. Pinebrook and Sattler Road,
near Alderbrook Drive. 30 home sites. (Marie Reiling) .
f. Stratford: S. W. Durham Road, across from
''' Tigard High School. 72 home sites. (David E. Farr) .
g. Renee Park: S. W. Ash, Garrett, and Cresmer
Drive. 37 home sites. (R. H. Caffall) .
h. Unnamed development: S. W. 92nd Avenue, south
of Durham Road, across from Tigard High School. 75 home
sites. (Donald E. Pollock, Inc. )
TOTAL: 400 home sites
-7-
RESOLUTION ADOPTING BUDGET, MAKING APPROPRIATIONS ,
AND LEVYING TAXES
1. BE IT RESOLVED that the Board of Commissioners ,
Tigard Water District, hereby adopts the budget approved
by the Budget Committee on April 12 , 1977 now on file in
the office of the Tigard Water District.
2. BE IT RESOLVED that the Board of Commissioners ,
Tigard Water District, hereby levies the taxes provided
for in the budget adopted in Paragraph 1 of this resolu-
tion in the aggregate amount of $132 , 000 and these taxes
are hereby levied upon all taxable property within the
Tigard Water District as of 1 a.m. , January 1 , 1977 .
3. BE IT RESOLVED that the amount for the fiscal
year beginning July 1, 1977 , and for the purposes shown
below are hereby appropriated as follows :
GENERAL FUND
Personal Services $ 240 , 300
Mit f'riai and Servir.es 2/32 , 000
t.',tpit ,t1 Outlay 101; , 700
Bond Sinking Fund 12 , 000
Net Unappropriated Fund Balance 111 , 000
TOTAL: $1 , 071 , 900
BOND SINKING FUND
Principal payments (FY1977-78) $ 167 , 000
Interest payments (FY1977-78) 161, 150
Other charges 511
Principal payments (FY1978-79) 54 , 000
Interest payments (FY1978-79) . 76 , 339
TOTAL: $ 459 , 000
-la-
RESOLUTION ADOPTING BUDGET (Continued)
BOND CONSTRUCTION FUND
Personal Services $ 5 , 000
Material and Services 45 , 000
Capital Outlay 885 , 000
TOTAL: $935 , 000
4 . BE IT RESOLVED that the Board of Commissioners,
Tigard Water District, certifies to the county clerk
(or other recording officer) , county assessor (or other
assessing officer) of Washington County, Oregon, and the
State Tax Commission at its office in Salem, Oregon, the
tax levy made by this resolution and shall file with
them a copy of the budget as finally adopted.
ADOPTED by the Board of Commissioners , Tigard Water
District, on May 10, 1977 .
Clarence F . Nicoli
Chairman
Board of Commissioners
Itsoe
-2a-
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I certify that the votes recorded on this abstract cor- Sig e of County Clerk: Data of Abstract
rectly summarize the tally of votes cast at the election
indicated. if..errs-,44-1-4..-..-.) 7 - 177
ABSTRACT OF VOTES AT GENERAL AND ABSTRACT OF OTES AT PRIMARY ELECTIONS:
SPECIAL ELECTIONS:
Separate sheets for Democratic, Republican, Nonpartisan, and other
i .
t
Votes cast for Governor must be on separate
i page or pages. Scandidaes.eparate sheets for candidates for City, County (including precinct)
and State office.
For additional instructions see ORS 250.810. For additional instructions,see ORS 249.410.
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of o. DEPARTMENT OF HUMAN RESOURCES
/859 HEALTH DIVISION
® • • Phone 229-5557
1400 S.W. 5th AVENUE PORTLAND, OREGON • 97201
'Nor
PEST w. STPD .. (Emergency Telephone No. (503) 229-5599)
Nok
May 3, 1977
Mr. Gilbert R. Meigs
Stevens, Thompson & Runyan, Inc.
5505 S. E. Milwaukie Avenue
Portland, Oregon 97202
RE : W-Tigard W. U.
Dear Sir:
A review of the data enclosed in your report to the Tigard
Water District on water quality in the Willamette River at
Wilsonville indicates nothing which could not be handled by
a properly designed and operated water treatment plant .
Please keep us informed of progress on this project.
Sincerely,
Now ei)(4147)41.
A. D. Smythe, P. E.
Water Supply
ADS/bn
•
cc: Tigard W.D.
Regional File
Central File
AN EQUAL OPPORTUNITY EMPLOYER
Rev. 3.76 Mailing Address: P.O Box 23i, Portland, Oregon 97207
•
AY o a\,
;i�f.......:n
.\A;4"' WASHINGTON COUNTY
1. ' ADMINISTRATION BUILDING— 150 N. FIRST AVENUE
\,op;N/ HILLSBORO, OREGON 97123
BOARD OF COMMISSIONERS
RAY MILLER,Chairman DANIEL O. POTTER
BILL BLOOM COUNTY ADMINISTRATOR
VIRGINIA DAGG ROAM 418
MILLER M. DURIS (503)6485676
RICHARD C. HEISLER
April 15, 1977
TO: ALL WASHINGTON COUNTY WATER PURVEYORS
We recently asked each of you to provide us with information
on the need for Washington County to update its 1973 Water
Plan and your interest in participating in a County Service
District for water if the plan were updated.
We received responses from a number of agencies, a few of which
were interested in seeing the plan updated. The response in
regard to possible future participation in a County Service
District for water was far from overNhelming with only two
agencies expressing varying degrees of interest.
Based on this response, the Board of Commissioners have elected
to drop the concept of revising the Water Master Plan or pro-
ceeding further toward the concept of a County Service District
for water.
"err'
S'ncerely you s ,
aniel 0. Potter
County Administrator
DOP:ams •
U. S. ENVIRONMENTAL PROTECTION AGENCY
\IED STgl, REGION X
S
'7; A yv 1200 SIXTH AVENUE
tra� Z
SEATTLE, WASHINGTON 98101
;�~lq� =
PROSE'" April 14, 1977
REPLY TO
ATTN OF:
M/S 409
Dear Water Supplier:
As you may know, Congress passed the Safe Drinking Water Act,
PL 93-523, in December, 1974. This law is intended to assure that
the American public will have safe drinking water where they live
and as they travel throughout the Nation. The Safe Drinking Water
Act defines a public water system as a system which has at least
fifteen service connections or regularly serves at least twenty-five
individuals, and the Act provides for regulation of these systems.
Our records indicate that your water system is included within the
definition of a "public water system".
Enclosed with this letter is a pamphlet describing the major
provisions of the Safe Drinking Water Act. As you will note in the
pamphlet, Congress envisioned that the States should have primary
responsibility for implementing and enforcing this legislation. The
State of Oregon, however, cannot take on this responsibility without
new legislation. Because of the uncertainty of such legislation
being passed during the current session of the Legislature, the U. S.
Environmental Protection Agency must begin planning for implementing
and enforcing the Act in Oregon.
The regulations promulgated under the authority of the Safe Drinking
Water Act become effective on June 24, 1977. After that date, water
quality monitoring and reporting are required; and, if your water
system is not in compliance with the national standards, public
notification and corrective action are required. Prior to June 24,
we will provide more detailed information on the requirements
and other information which will assist you in complying with the
regulations. The next mailing should take place in late April .
We recognize that the requirements of the Safe Drinking Water Act may
result in additional monitoring costs and increased administrative
work for some public water systems. We feel certain, however, that
the benefits of this program will outweigh its costs. We request your
support for this program and hope that the public water systems will
cont. u- tht .r Important roles in providing safe drinking water.
nce -ly
•
'4 nald P. Duois
Regional Administrator
Enclosure
MmilliMOOMMMINft
April 18, 1977
Mr. Robert E. Santee
Administrator
Tigard Water District
Tigard, Oregon 97223
Dear Robert:
Carter Harrison of Stevens, Thompson and Runyan has informed
me you have a study on the feasibility of using Willamette River
water at Wilsonville.
If you have a spare copy of this report, I should very much
like to have one. Salem may consider the Willamette as a source
for its next increment of supply.
Thanks for your help.
Very truly yours,
,,�,, DEPARTMENT OF UTILITIES/PUBLIC WORKS
tLi )
HERBERT J. ARNOLD
SANITARY ENGINEER
HJA/ms
"Nome
SFCOND NOTICE
7tJOTIC: OF LUDG77 117ARING
TIP ATTR
At '7730 p.m. ou -1.kv 1r , 1977 it- ,". 1/11 17'. . 1'1
commercial Si h, hhe hoar(
Commissioners will hold a puDlic hearing for thr,
purpose of difleussthe the hhA,;et tor Tighij
P t !.11 ittt (H the t ':ehl 19 /7 It: , Pe•tihHtn,;
• y 1 , 1977 .
Any person may appear to discuss thc htiiheL
or any part of it .
Now
A copy of the budget dorument may be H' pecteel.
or obtained between the hours of 8 : 00 aud 5 : 00
p.m. , Monday through Friday, at Tigard WaLcz Dis-
tri,:lt office.
The first Notice and Summary was published in
the Tigard Times dated April 23 , 1977.
CLAPENCE F. NICOLI
CHAIRMAN, BOARD OF COM1ISSION7RS
TIGARD WATER DISTPIT
WASHTNGTON COUNTY
(Publish April 30 , 1 ( 77 in T ; g:-Ird trime )
moors
GENERAL FUND BUDGET REPORT
ESTIMATE ESTIMATE + OVER
1975-76 1976-77 1975-76 APRIL 1976-77 1975-76 APR. ACCUM. 1976-77 - UNDER
ACCOUNT ACTUAL BUDGET ACTUAL BUDGET ACTUAL ACTUAL BUDGET ACTUAL BUDGET
Beginning working capital 64,564 55,500 80,484 28,139 114,993 64,564 55,500 97,356 t + 41,856
INCOME:
406 Meter Installations 142,573 188,300 10,500 14,000 24,980 108,768 142,000 184,360 i + 42,360
407 Line Extension Rebate 2,089 3,000 -0- 500 -0- 2,089 2,500 -0- - 2,500
408 Miscellaneous Income 4,873 18,000 253 3,000 314 20,065 15,000 6,964 - 8,036
412 Interest Income 178 300 47 50 -0- 47 250 369 + 119
418-419 Water Sales 538,606 630,000 35,613 47,400 39,535 452,557 527,000 485,487 - 41,513
425 Penalties for Non-Pay 375 600 10 50 20 320 500 285 - 215
427 Sale of Equipment 16,072 600 -0- 50 -0- 55 500 -0- - 500
430 Developer's - 10% Overhead 13,250 24,000 -0- 2,000 1,349 12,763 20,000 25,233 + 5,233
430-1 Developer's - 8% Engineering 9,611 18,000 -0- 1,500 -0- 9,221 15,000 15,767 + 767
430-2 Developer's - Equipment 7,524 9,000 -0- 750 35 7,059 7,500 7,708 + 208
430-3 Developer's - Wage Reimbursement 13,127 15,000 -0- 1,250 85 12,451 12,500 11,305 -1 - 1,195
TOTAL INCOME AND WORKING CAPITAL 812,842 962,300 126,907 98,689 181,311 688,959 798,250 834,824 i + 36,574
EXPENDITURES: Personal Services
500,1,2,3,4 Salaries 125,422 157,760 11,394 17,730 13,428 103,019 132,300 133,322 + 1,022
504-1 Overtime 5,455 6,840 309 750 384 4,677 5,240 4,532 - 708
505 Field Labor 22,770 29,400 1,276 1,800 1,464 19,959 23,400 20,470 - 2,930
506,1,2 Office Employees 16,423 19,800 1,370 1,650 1,650 13,683 16,500 17,122 I + 622
170,070 213,800 ' 14,349 21,930 16,926 141,338 177,440 175,446 - 1,994
EXPENDITURES: Material & Services
507 Blue Cross of Oregon 2,6033,000 256 250 269 2,130 2,500 2,888 + 388
507-1 Banker's Life Nebraska - Dental 400 1,000 60 84 27 283 832 719 - 113
508 Retirement 6,328 8,000 (212) 2,572 2,441 7,417 8,570 8,188 ! - 382
509 Social Security 9,159 9,600 839 825 990 7,478 7,950 9,321 + 1,371
510 State Accident Insurance Fund 7,010 8,000 -0- -0- -0- 5,635 6,000 8,308 + 2,308
511 State Unemployment Compensation 7,813 6,000 1,431 1,500 597 6,501 6,000 1,500 - 4,500
512 Advertising & Elections 751 600 104 -0- 41 176 300 41 - 259
514 Equipment Rentals 359 600 92 50 23 386 500256 - 244
515 General Insurance 13,519 15,000 -0- -0- -0- 12,696 15,000 16,341 + 1,341
516 Miscellaneous Expenses 2,000 1,500 323 100 112 1,439 1,300 1,803 + 503
517 Dues & Subscriptions 602 600 36 50 61 577 500 679 + 179
518,1,2 Office Supplies 8,587 7,200 1,878 600 1,364 6,853 6,000 8,300 + 2,300
519,1,2 Professional Fees 18,953 12,000 274 -0- 1,004 14,914 12,000 15,585 + 3,585
520 Meter Maintenance 1,642 4,200 269 350 185 2,900 3,500 4,001 + 501
521,1,2,3 Repairs - Lines, Pumps, etc. 7,233 4,800 276 400 73 5,003 4,000 4,473 + 473
F
GENERAL FUND BUDGET REPORT (Cont.)
ESTIMATE ESTIMATE + OVER
1975-76 1976-77 1975-76 APRIL 1976-77 1975-76 APR. ACCUM. 1976-77 - UNDER
ACCOUNT ACTUAL BUDGET ACTUAL BUDGET ACTUAL ACTUAL BUDGET ACTUAL BUDGET
522,1,2,3 Utilities 6,140 6,400 513 500 561 5,134 5,400 5,494 + 94
523 Fire Hydrant Maintenance 1,176 1,200 -0- 100 15 1,023 1,000 1,654 + 654
524 Truck & Equipment - Maintenance 6,848 6,000 177 500 94 5,933 5,000 5,061 + 61
524-1 Gasoline & Oil 5,426 6,000 456 500 509 4,515 5,000 5,284 + 284
524-2 Tires & Batteries 1,058 900 -0- 70 14 693 750 612 - 138
525,1 Water Costs - Electricity 30,853 34,800 2,412 2,900 2,117 26,058 29,000 25,999 - 3,001
525-2 Water Costs - L. 0. , Portland 87,817 133,500 5,153 1,400 6,409 71,257 130,300 82,330 - 47,970
526 Interest Expense 216 -0- -0- -0- -0- -0- -0- 984 + 984
527 Small Tools 512 1,200 -0- 100 33 1,609 1,000 814 - 186
529 Safety Equip. , Rain Gear, etc. 482 900 58 100 21 959 900 764 - 136
530 Employee Training 329 400 48 -0- -0- 329 400 433 + 33
227,816 273,400 14,443 12,951 16,960 191,898 253,702 211,832 - 41,870
EXPENDITURES: Capital Outlay
548 Fire Hydrants 3,653 3,600 -0- 1,000 595 3,653 3,600 2,750 - 850
549 Equipment 55,926 90,400 1,121 12,000 12,680 55,236 72,400 72,062 - 338
550 Buildings & Additions 27,874 1,000 -0- -0- -0- 27,874 -0- -0- -0-
551 Meter Installations 28,907 46,800 1,018 3,900 1,099 23,481 39,000 29,777 - 9,223
552 Land & Improvements 750 1,800 175 -0- 1,335 749 1,800 7,841 + 6,041
553 Operating Contingencies -0- 1,000 -0- -0- -0- -0- -0- -0- -0-
554 Line Extensions 19,804 2,800 -0- -0- -0- 19,665 -0- -0- -0-
555 Line Replacements 109,886 1,000 16,522 -0- -0- 92,686 -0- -0- -0-
246,800 148,400 18,836 16,900 15,709 223,344 116,800 112,430 - 4,370
700 Transfer to Bond Sinking Fund 70,800 271,200 806 22,600 22,600 53,906 226,000 226,000 -0-
Net Fund Balance 97,356 55,500 78,473 24,308 109,116 78,473 24,308 109,116 + 84,808
TOTAL BUDGETED EXPENDITURES 812,842 962,300 126,907 98,689 181,311 688,959 798,250 834,824 + 36,574
Inventory Balance April 30, 1977 $ 66,550. 19
BOND SINKING FUND APRIL
103 Cash balance at first of month 67
108 Local Government Pool at first of month 195,714
INCOME:
400 Transfer-in from General Fund 22,600
412 Taxes: Current 907
413 Delinquent 328
414 Trailer House -0-
415-A Land Sales -0-
418 Interest earned from Invested Monies 926
419 Interest earned from Property Taxes -0-
Transfer in from Government Pool 10,000
34,761
EXPENDITURES:
585 Bond Principal -0-
586 Bond Interest 9,869
587 Bank Fees & Postage 175
Transfer to Government Pool 24,076
34,120
TOTAL CASH AT END OF MONTH 708
TOTAL INVESTED MONIES AT END OF MONTH 209,790
TOTAL CASH AND INVESTED MONIES AT END OF MONTH $ 210,498
.
BOND CONSTRUCTION FUND - Issue 1976 APRIL ACCUMULATED
101 Cash balance at first of month 48 -0-
106 Local Government Pool at first of month 1,192,061 -0-
INCOME:
410 Sale of Bonds -0- 1,900,000
412 Interest Income 5,898 26,559
Transfer-in from Government Pool 152,700 591,300
158,598 2,517,859
EXPENDITURES:
521 Bond Costs -0- 1,984
522 Professional Fees -0- 9,620
523 Bond Interest -0- 8,781
540 Purchase of Land -0- 50,039
541 10 MG Reservoir @ 125th & Bull Mt. Road 138,079 719,124
542 Major Transmission Lines (Extensions) 2,366 50,373
543 Pipeline Replacements 24,187 67,875
Transfer to Local Government Pool 5,898 1,636,559
170,530 2,544,355
TOTAL CASH BALANCE AT END OF MONTH 58 58
TOTAL INVESTED MONIES AT END OF MONTH 1,045,259
DUE TO GENERAL FUND (26,554) (26,554)
$1,018,763 $ (26,496)
TIGARD WATER DISTRICT APRIL 30, 1977
WELL RECORDS:
4.10. CUBIC HOURS STATIC PUMPING CUBIC FEET COSTS—ELECT. HOURS
NO. OFF LEVEL LEVEL PUMPS, ETC.
1 1,978,250 443.49 722
2 1,090,300 611.23 722
3 OFF 15.53
4 OFF 15.00
All 7 pump stations & Alarm—Telemetry Phones 1,031.56
3,068,550 $2,116.81
METER RECORDS:
Meters #5,018 through #5,063 = 46 meters sold.
�.r
BILLING DETAIL:
April $ 39,503.75
Delinquent 512.70
6,011,900 cubic feet of water billed.
TIGARD WATER DISTRICT April 1, through 30, 1977
SCHEDULE OF DISBURSEMENTS
GENERAL FUND
CHECK# PAYEE AMOUNT ACCOUNT
18497 Northwestern National Life Insurance Co. 2,703.88 508
18498 TWD _ Bond Sinking Fund 22,600.00 700
„r,, 18499 Tigard Station Paid Men 40.00 201
18500 King City Branch - First Nat'l Bank 8.90 201
18501 King City Branch - U. S. Nat'l Bank 2.75 201
18502 Mitchell Bros. Crane Division, Inc. 195.00 201
18503 Goodyear Truck Tire Center 97.80 201
18504 Alaska Steel Company 21.05 201
18505 Doug's Auto Parts 8.58 201
18506 Knauss Chevrolet 21,92 201
18507 Construction Materials Supply, Inc. 116.89 201
18508 Dick's Trailer Shop 41.70 201
18509 Homelite Textron 16.77 201
18510 Marv's Line-up Shop 14.95 201
18511 Consolidated Supply Co. 260.12 201
18512 U. S. Pipe & Foundry Company 11,217.75 201
18513 Cantel Incorporated 18.20 201
18514 L. H. Cobb Crushed Rock 511.20 201
18515 City of Lake Oswego 6,841.94 201
18516 Watt Welding Supply 37.37 201
18517 Farmcraft Inc. 31.80 201
18518 Cessco, Inc. 9.95 201
18519 Power Rents, Inc. 245.65 201, 516, 549
18520 Queen Pump Company 77.20 (150) , 201
18521 Hinds Supply Company 2,984.05 201
18522 Willamette Industries, Inc. 70.12 201
18523 United Industrial Electric, Inc. 318.10 201
18524 Willamette Hi-Grade Concrete Co. 89.60 201
low 18525 Waterworks Supplies Co. 1.56 201
18526 Pacific Water Works Supply Co. , Inc. 395.00 201
18527 Pacific Stationery 18.00 201
18528 Utility Vault Co. 2,650.00 201
18529 Roach's Meter Shop 24.00 201
18530 Badger Meter, Inc. 759.60 201
18531 Goodyear Service Stores 7.04 201
18532 Southwest Office Supply 24.06 201
18533 City of Tigard 15.00 522-3
18534 Portland Typewriter 270.00 518, 518-2
18535 Secretarial Answering Service 27.50 518
18536 John D. Hagg Hauling Contractor 99.00 552
18537 The Kiplinger Washington Letter 36.00 517
18538 The Times Publications 9.10 512
18539 Times Litho 18.35 518
18540 General Telephone 368.69 522, 525-1
18541 National Automatic Sprinkler Co. #77-2 255.29 230-D
18542 Robert E. Santee 611.08 500
18543 Nancy L. Larson 299.79 506
18544 Janice E. Roderick 187.16 506-1
18545 Annie L. Schwartz 137.82 506-1
18546 John P. Miller 541.09 502
18547 Russell A. Thomas 510.79 501, 504-1
18548 William C. Bryant 407.86 504
18549 John C. Dixon 320.63 501-1
- 18550 Harold H. Kuehn 262.00 503-2
18551 Gregory M. Stroeder 301.96 503-1
18552 Robert M. Adams 273. 11 503-1, 504-1
18553 Michael G. McDermott 307.32 501-2
18554 Donnie R. Foster 432.23 503
18555 Randy J. Volk 448.56 503-1, 504-1
18556 Curtis D. Heintz 216.14 505
TIGARD WATER DISTRICT April 1, through 30, 1977
SCHEDULE OF DISBURSEMENTS
GENERAL FUND (Cont.)
CHECK# PAYEE AMOUNT ACCOUNT
18557 Ervin A. Soot 300.68 505
18558 Calvin Presbyterian Church 1,000.00 552
.+w,,. 18559 Washington County - Dept. Public Works 25.00 517
18560 Petty Cash 7.99 150, 516
18561 Robert E. Santee 657.64 500
18562 Nancy L. Larson 294.31 506
18563 Janice E. Roderick 187.16 506-1
18564 Annie L. Schwartz 137.90 506-1
18565 John P. Miller 526.40 502
18566 Russell A. Thomas 432.41 501
18567 William C. Bryant 395.80 504
18568 John C. Dixon 478.69 501-1, 504-1
18569 Harold H. Kuehn 173.14 503-2
18570 Gregory M. Stroeder 217.88 503-2
18571 Robert M. Adams 259.75 503-1, 504-1
18572 Michael G. McDermott 374.98 501-2
18573 Donnie R. Foster 287.27 503, 504-1
18574 Randy J. Volk 305.57 503-1
18575 Curtis D. Heintz 189.81 505
18576 Ervin A. Soot 300.77 505
18577 Public Employees Social Security 1,980.40 211, 509
18578 U. S. N. B. - Federal Deposit 2,608.20 212
18579 Department of Revenue - State of Ore. 939.00 213
18580 Blue Cross of Oregon 534.10 215, 507
18581 Washington County F. C. U. 880.00 216
18582 Banker's Life Nebraska - Dental 128.35 217, 507-1
18583 Banker's Life Nebraska - Life 39.74 217
18584 Family Cancer Plan Insurance 36.20 218
ter► 18585 Portland General Electric Co. 2,101.30 522-2, 525
18586 Northwest Natural Gas Company 27.81 522-1
18587 Bureau of Water Works 204.00 525-2
18588 Rentex Corp. 113.75 522-3
18589 The Riddel Press 88.30 518
18590 Brewed Hot Coffee, Inc. 19.95 516
18591 Pitney Bowes 142.50 518-2
18592 Captain's Nautical Supplies 85.20 516
18593 U. S. Postal Service 400.00 518-1
18594 Petty Cash 13.81 150, 518, 521-2, 524
$75,734.73
BOND SINKING FUND
223 U.S. Nat'l Bank - Corporate Trust 7,351.25 586, 587
224 First Nat'l Bank - Corporate Trust 2,692.50 586, 587
$10,043.75
BOND CONSTRUCTION FUND - Issue 1976
120 TWD - General Fund 14,611.45 235
121 Pittsburgh Testing Lab 338.50 541
122 Richard L. Martin, Inc. 137,740.21 541
Now $152,690.16
TWD - GENERAL FUND - FNB
169 TWD - General Fund - U.S.N.B. $ 48.50 107
BUDGET MESSAGE
FY 1977-78
wow
TIGARD WATER DISTRICT
March 28 , 1977
During the present fiscal year the water district
has been on the accrual versus cash basis in its account-
ing and budgetary method. This method of accounting
commenced on July 1, 1975 and employs the generally
accepted principals for an operating utility enterprise.
The accrual method of accounting will again be utilized
for the new fiscal year 1977-78.
The financial policies of the water district will
°"'"' remain essentially the same as in past years.
Prior to submitting a proposed budget it would be
appropriate to review the major decisions and accom-
plishments of the past fiscal year. This has been a
very eventful and action-packed year with maximum effort
and production displayed by all employees. Funding for
completion of projects for adequate storage and the dis-
tribution system has been resolved. There now appears
to be a "light at the end of the tunnel" toward a final
determination on a long range source of supply.
Significant events of the past year are listed as
follows:
I
BUDGET MESSAGE (Continued)
yr
a. Approval of the electorate to authorize a
$1. 9 million General Obligation bond issue.
b. Preparation of a prospectus for the bond
1 issue and an A-1 rating by Moody' s Investors Service.
c. Receipt of an outstanding report by auditor
with an unqualified, unconditional opinion on the
financial status of the district.
d. Received favorable decision by the Circuit
Court of Oregon on district' s lawsuit with the City
of Lake Oswego.
44110, e. Transferred district' s water rights at
Scoggin Dam (with financial obligations thereto) to
City of Hillsboro, Utilities Commission.
f. Received water quality study of Willamette
River at Wilsonville which revealed the water was of
high quality and suitable for a standard treatment
process.
g. Authorized a ground water study of possible
deep well sites in area bounded by Tualatin River,
Willamette River, 1-5 Freeway, and Highway 99W.
h. Designed and commenced construction of 10-
'Nur million gallon reservoir.
II
BUDGET MESSAGE (Continued)
i. Continued unrelentingly toward completion
of capital improvements program on pipeline replace-
ments and installation of fire hydrants, all accom-
plished by district personnel.
j . Deepened the column and shaft at well #1,
thereby increasing production capacity from 125 to
350 gallons per minute.
k. Reduced unmetered water losses to less than
2%.
1. Approval of a 10-year contract to purchase
surplus Bull Run water from the City of Portland will
probably be announced at the next meeting, April 12 ,
1977.
m. Made application to federal government for
a $500, 000 grant to construct a 24-inch main from
Bull Run connection to 10-MG terminal reservoir.
n. Supported the concept of a regional authority
to govern and control the Bull Run watershed.
o. Boundaries of the district' s service area are
now essentially established after several years of an
aggressive annexation policy.
III
BUDGET MESSAGE (Continued)
p. Assisted Insurance Services Office in in-
specting district's facilities for an upgrading of
the fire insurance rating, possibly from Class 4 to
Class 2, the highest in the State of Oregon.
The proposed budget recommends no increase in
consumer user rates or meter connection charges.
Consumer rates were increased 25% in April 1975 and
meter connection charges were increased substantially
in January 1976. It is proposed that the advalorem
tax rate be reduced from 46 to 40 per $1, 000 assessed
valuation. It is emphasized that actual dollars to be
paid by each patron (property owner) may not be less
because of the continual increase in assessed valuation
of real property. Because of this, the actual amount
to be received by the district will be about the same
as last year, $120, 000. These tax funds are earmarked
for payment of bonded indebtedness only.
On May 25, 1976 the constituents of the water dis-
trict approved, by a 62% to 38% margin, a General Obli-
gation bond issue of $1. 9 million. These funds have
been programmed to provide a 10-million gallon reservoir,
transmission mains, pipeline replacements, and land for
future reservoir sites. Construction is well underway
on these projects and about half the funds from the bond
44.0' issue have been spent. Low bidder for construction of
IV
BUDGET MESSAGE (Continued)
ww
the 10-MG reservoir (located at S. W. 125th and Bull
Mountain Road) was R. L. Martin, Inc. , Lake Oswego,
with a bid of $980,000. This construction project
is the largest ever authorized and the contract
awarded is the most expensive in the history of the
Tigard Water District. Excavation commenced on
August 1, 1976 and construction started on October
12, 1976 with a completion date within 365 days.
The reservoir, with pipelines, control vault, appur-
tenances, etc. , should be fully operational by Spring
1978. With this new reservoir, total storage capacity
of the water district will be 17. 5 MG's which will
aw., meet the needs of the district until 1990.
On November 9, 1976, U. S. National Bank was low
bidder for the bonds with an effective interest rate
of 5. 48336%. This immediately increased bonded in-
debtedness to $3,286, 000. By the end of the next
fiscal year, June 30, 1978 , the outstanding debt will
be reduced to $3, 018, 000. The real property in the
district has an assessed valuation of about $300, 000,000;
therefore, the bonded debt represents 1% of this value,
a very acceptable figure.
Prior to the issuance of the G.O. bonds , a bond
rating was requested from Moody' s Investors Service.
The district received an "A-1" rating. Of considerable
V
BUDGET MESSAGE (Continued)
importance in achieving this high rating was the
result of an independent audit report for the period
ended June 30, 1976 which revealed an unconditional
statement that the district ' s financial position and
accounting procedures were in conformity with generally
accepted accounting principals.
The water system of a water district consists of
three (3) elements; namely: storage, distribution,
and source. With the capital improvements to be
accomplished with the new bond issue and the expendi-
ture of funds in the proposed budget, both storage
and distribution problems will be solved for the
immediate range time period, 10 to 15 years . The
entire distribution system will consist of either
cast or ductile iron pipelines with excellent pressures
throughout the system. The successful accomplishment
of these capital improvements, together with direct
connections to alternate sources of water, culminates
8 to 10 years of concentrated effort, work, and large
expenditures of the district' s funds. Within 11 years
it will be over, and the system essentially built for
many years into the future.
Although the district has three (3) independent
sources of water; namely: four deep wells, Clackamas
*" River (City of Lake Oswego) , and Bull Run (City of
VI
BUDGET MESSAGE (Continued)
Nor
Portland) , a decision has not been made for the long
term water supply. The water table for the deep wells
continues to decline and the Cooper Mountain - Bull
Mountain area has been declared a critical ground water
area by the Oregon State Engineer. In a recent engi-
neering study it was disclosed that by 1995, Lake
Oswego will no longer have surplus Clackamas River
water to sell. The only viable sources of water for
the long term appear to be Bull Run or the Willamette
River. The district' s system has been, and continues
to be, constructed to accept water from either source.
At one time the coast range was considered to be
a potential source of water for the Tigard Water Dis-
trict. The district subscribed to rights to 2 ,500
acre-feet of water from Scoggin Dam. (Upper Tualatin
River) . However, engineering studies revealed that
there was insufficient M & I (municipal and industrial)
water available at that source and the cost to deliver
the water to the district would be exorbitant. Conse-
quently, on August 1, 1976 the district' s water rights
(and resultant financial obligations therefor) to water
from Scoggin Dam were transferred, by mutual agreement,
to the City of Hillsboro, Utilities Commission.
During the past year the pending lawsuit with the
City of Lake Oswego finally came to trial. A ruling
VII
BUDGET MESSAGE (Continued)
was made by Circuit Court Judge William M. Dale on
September 7, 1976 that:
Conclusions of Law
a. City of Lake Oswego' s rate increase from
14 to 25 was not proper and, therefore, is not
valid.
b. City of Lake Oswego' s attempt to terminate
Tigard Water District' s contractual right to receive
surplus water is not valid and effective because said
notice of termination was not made in good faith.
New
Judgment
a. Lake Oswego' s rate increase is ineffective
because it violates the terms of the agreement between
the parties; and
b. Any future rate increase must be based solely
on Lake Oswego ' s increased cost for the production and
distribution of surplus water to Tigard Water District.
The City of Lake Oswego has appealed this decision
to the Oregon State Supreme Court. A hearing date has
not been scheduled.
VIII
BUDGET MESSAGE (Continued)
".rr
As a result of the above, Tigard Water District
continues to purchase Clackamas River water for 14
per 100 cubic feet. However, sufficient funds must
be retained on hand in case of a reversal of the cir-
cuit court' s decision. A fairly large amount is listed
in the contingency fund (Account #553) in the proposed
budget.
By December 31, 1978, all pending capital improve-
ments will be finished. The objective to become a
"service and maintenance" facility with a significant
reduction in construction projects will have been
.040. achieved.
The final goal to acquire an independent source
of water remains to be resolved. As mentioned above,
the Willamette River (at Wilsonville) appears to be
the only viable source of water, other than continued
purchases of surplus Bull Run water from Portland.
It will cost at least $10 million to develop the
Willamette River as a source of supply. The Board of
Commissioners must weigh this high "front end" cost
with lower future costs of water versus slightly higher
unit costs of water from Portland. If the Willamette
River is to be developed at an early date, it has been
recommended that an appropriate G.O. bond issue be
Nur
presented to the electorate in November 1978. The
IX
BUDGET MESSAGE (Continued)
Cities of Tualatin and Wilsonville would be invited
to participate in the venture and become co-owners
of the treatment plant. So that all concerned can
make an estimate of their financial commitment, a
starting point for a pro-rata share might be 7-2-1.
(Tigard, Tualatin, and Wilsonville) . This is based
upon assessed valuation, water consumption, and number
of meters. It should be noted that the $10 million
figure was based upon 1974 dollars for the construc-
tion of a 15 MGD treatment plant. Inflation since
then has increased costs substantially.
Although participation of as many entities as
viimy
possible should be encouraged, in my judgment, those
water purveyors who have been, for many years, depen-
dent upon Portland for their water supply have an
insurmountable problem. No matter how sincere, well-
meaning, and objective the governing bodies of those
entities may be, under no circumstances will their
electorate approve of a change in source and/or
quality. The essence of the matter is that Portland
has done a fantastic job of serving out-of-city cus-
tomers without water restrictions and with a very
high quality water, well-known throughout the country
as the purest in the United States. One needs to just
consider our problems with the residents of "Rolling
Hills" and North Dakota Street to substantiate this
opinion.
X
BUDGET MESSAGE (Continued)
The engineering firm of Stevens, Thompson &
Runyan has completed a year' s testing on water
quality of the Willamette River at Wilsonville.
This program was authorized and funded entirely by
the Tigard Water District. The test results show
that the raw water in the Willamette River (at
Wilsonville) is of high quality, soft, without
objectionable elements , and lends itself to a
standard treatment process. In fact, the raw
water quality meets the standards established by
the Federal Safe Drinking Water Act of 1974 without
treatment.
ww Summarized preliminary budget documents for
the General Fund and Bond Construction Fund have
been prepared for the next fiscal year and are
shown on the opposite side of this folder. Support-
ing documents are also enclosed following this budget
message. It is emphasized that the budget document
is a financial guide only and, when approved and
adopted, legally authorizes the Board of Commissioners
to expend funds in certain categories. It does not
authorize the staff to expend any funds. Approval of
individual appropriations is accomplished at regular
monthly meetings by the Board of Commissioners.
*toy
XI
BUDGET MESSAGE (Continued)
There are certain "built-in" expenses that one
cannot do much about, such as costs for basic salaries,
office supplies, maintenance, insurance, elections,
gasoline, electricity, bond sinking fund, etc.
Supporting documents to justify incomes and expenditures
which have a marked effect upon the budget, as a whole,
are enclosed. These are:
GENERAL FUND
Income
Meter Installations 24%
Water Sales 68%
Miscellaneous 8%
Jaw
100%
Expenditures
Salaries 22%
Material & Services,
including water costs 25%
Equipment 5%
Meter Installations 4%
Bond Sinking Fund 7%
Unfunded Balance 27%
Miscellaneous 10%
100%
All Bond Construction Funds will be expended during
°w the upcoming fiscal year.
XII
BUDGET MESSAGE (Continued)
'"h' It is predicted that meter installation income
and expenses will increase by 5% while water sales
and costs will increase by 15%.
The employees of the water district are not
unionized and they do not have representation before
the Budget Committee. The Committee ' s decision on
salaries is final with no negotiations nor employee' s
opportunity to appeal . Thus , it is incumbent upon
each Committee member to ensure, and be satisfied,
that the employee' s needs are met and considered as
well as those of the public.
Generally, an overall 6. 5% cost-of-living in-
crease in basic pay has been proposed for all employees.
Perhaps the Committee may desire to consider additional
pay for merit and outstanding performance.
Most water districts pay Blue Cross medical pre-
miums for dependents as well as the employee. It is
recommended that this be included as a fringe benefit.
Total cost: $3, 180/year.
For the past 9 months an additional employee has
been utilized to assist the Foreman in his various,
numerous duties. Many of the tasks normally performed
by the Foreman were not getting accomplished because
of other more important matters. It must be realized
Nay
that with each new meter connection, (now totaling
5, 000) , additional time and work are involved as well
XIII
mow
BUDGET MESSAGE (Continued)
as another potential problem arising. This new
employee, called "Assistant Foreman" would respond
immediately to all "trouble calls" which have in-
creased substantially during the past few years.
He would relieve the meter reader of meter "turn-ons
and offs" because of residents moving, non-payment,
etc. It should be noted that with the vast number
of new meter connections the meter reader now takes
twice as long (8 days) to accomplish this monthly
task compared to just 4 years ago. Finally, this
new employee would identify main locations for other
utility companies, and read and record all well and
Aar' reservoir levels daily.
In keeping with the concept of becoming a
k "service and maintenance" facility within two years,
consideration must be given to the eventual personnel
status of the district. With all construction projects
finished, except for new developments and miscellaneous
pipelines, and if the Willamette River is not developed
as a source of water, it is recommended that the Admin-
istrator' s and Foreman's duties be combined into one
billet, thus reducing "deadwood" at the top. The need
for a registered professional engineer on the staff is
deemed extravagant and superfluous.
Major equipment needed by the district includes
XIV
BUDGET MESSAGE (Continued)
a computerized billing machine and an auxiliary
generator at #1 reservoir. The present Burroughs
billing machine was purchased 10 years ago at a cost
of $4 , 000. It has served the district well, but is
now outdated and outmoded. The district has at
least doubled in size in the past 10 years. A com-
puterized billing machine would eliminate the need
for accessorial office equipment, such as embosser,
addresser printer, metal plate file, and ledger card
file, in addition to the present obsolete billing
machine. Much needed office space would be gained
by the new machine as well as prolonging the day when
a third office employee will be required. Most water
districts of comparable size employ three girls in the
office.
Auxiliary power for the well pump, pressure pump,
and shop at #1 reservoir site has been proposed in
previous budgets, but available resources precluded
such purchase. Several years ago the Oregon State
Health Division strongly recommended that such auxiliary
power be installed. Compliance with their request would
be in the district' s best interest.
You will notice a large unfunded balance at the end
of the new fiscal year ($300 , 000) . These funds are ear-
Now marked for a major transmission main, either 24-inch or
36-inch, along S. W. Gaarde Street. The exact size of
XV
BUDGET MESSAGE (Continued)
main to install will not be known until a determina-
tion is made whether to develop the Willamette River.
Such decision appears to be at least one year away.
The proposed budget is fiscally responsible and
will provide funds to further both the short range
and long range goals of the district.
Finally, while other water districts and cities
are presently considering consumer rate increases,
including a contemplated wholesale rate increase of
28% by the City of Portland, Tigard Water District 's
patrons can enjoy superb service and high quality
*err
water at the lowest rates in Washington County.
Many households get by on just l0 per day for all
their water needs. What a bargain;
Respectfully submitted,
/dir / 4.°4461
Robert E. Santee
Budget Officer
XVI
Tigard Water District
4-77 Regular Meeting
April 12, 1977
PRESENT: Clarence F. Nicoli, Chairman
Hugh A. Brown, Secretary
Don W. Thomas
R. Verne Wheelwright
Robert E. Santee, Administrator
John P. Miller, Foreman
Kenneth W. Baines , Attorney
VISITORS:
Jerald R. Heater, 9840 S. W. Inez St.
(Candidate for Commissioner on April 19th)
Nancy Varekamp, The Oregonian
Russell Thomas, Leadman, Tigard Water District
H. Dale Johnson, Budget Committee Member
`ur" Neil Longfellow, Budget Committee Member
William M. Stebbins, Budget Committee Member
The meeting was called to order by Chairman Nicoli
at 7 : 32 p.m.
Motion was made and seconded to approve the minutes
of the last meeting, as written. Motion carried unani-
mously.
Visitors. No comment.
Motion was made and seconded to pay the vouchers.
Motion carried unanimously.
Motion was made by Verne Wheelwright and seconded
by Don Thomas to approve a 10-year contract with the City
of Portland to purchase surplus Bull Run water. (Copy
of contract attached hereto) . Motion carried by majority
vote. Hugh Brown voted nay.
b
Minutes (Continued)
April 12, 1977
Motion was made by Verne Wheelwright and seconded
by Don Thomas to transfer funds within the General Fund
and Bond Construction Fund as follows:
GENERAL FUND
From: Materials and Services :
Water Costs (Acct #525-2) $35, 000
To: Personal Services:
Salaries CAcct #500 ,1,2 ,3,4 $ 5, 000
Capital Outlay:
Equipment (Acct #549) 30, 000
Total : $35 , 000
BOND CONSTRUCTION FUND
From: Materials and Services $220, 000
To: Capital Outlay $220 , 000
Motion carried unanimously.
Motion was made by Verne Wheelwright and seconded by
Don Thomas to authorize the Administrator to negotiate for
the purchase of 2. 6 acres of land located at S. W. 103rd
and Canterbury Lane for a future reservoir site, as shown
on the attached land appraisal report, effective not before
July 1, 1977 , contingent upon approval of funds by the
Budget Committee. Motion carried by majority vote. Hugh
Brown voted nay.
Motion was made to adjourn at 7 : 53 p.m. Motion
carried unanimously.
Clarence F. Nicoli
Chairman
Board of Commissioners
-2-
AGREEMENTsr
•
THIS AGREEMENT is entered into by and between TIGARD WATER
DISTRICT , herein called "Purchaser, " and the CITY
OF PORTLAND, a municipal corporation of the State of Oregon, herein
called "City. "
The parties recite:
A. Purchaser is a domestic water supply district organized
and existing under the provisions of ORS. Chapter 190 and having
the powers prescribed by that chapter and by ORS . Chip':er 264 .
(Alternate)
A. Purchaser is a municipal corporation of the "tate of
Oregon, and is authorized by its charter and by state law to
operate a municipal water. system.
14. City is a municipal corporation of the SLate of- Oregon,
and is ;lut.ilor zed by ChfpLer• XI of the chdrt.er or the ci Ly of
Portland to maintain waLer works for the furnishing or waLer to
the city, its property, its inhabitants , and the places and people
along or in the vicinity of the pipes, conduits or aqueducts con-
structed or used for that purpose. The. Council of the City is
further authorized to enter into contracts for the supply of water
by the City, and to sell surplus water to persons , public, and
private, outside the city, on terms and conditions the Council
4kw finds appropriate.
C. City is further authorized by Section 2-105 (a) 4 of its
charter to enter into agreements , without limitation as to term,
as the Council finds appropriate for cooperation, consolidation
and maintenance of services with any other public corporation or
unit of government.
D. ORS. 190. 003 to 190 . 110 authorizes units of local govern-
ment to enter into agreements for the performance of their duties
or in the exercise of powers conferred upon them.
E. City needs to plan for and complete certain capital
improvements to its water system. City has determined that the
financing and completion of these improvements without consider-
• ing the water needs of other governmental bodies , including Pur-
chaser, which have for several years relied upon City for sub-
stantial portions of their water supply by agreements for the
purchase and sale of surplus water, is not a prudent use of City
resources.
F. City concludes, but Purchaser does not promise , that
the execution of a long-term agreement for the sale of surplus
water will provide an assurance of revenue which will permit
Nor
- 1 -
ul- JAIMMINIMOMMINNEMMIOM h irwmirmmmmemm •
•
. F
City to finance needed improvements to Cit/' s water facilities at
less cost to City residents than would oth,.rwise be possible.
G. Purchaser concludes, but City cannot promise, that execu-
tion of a long-term agreement for the sale of surplus wa:.er from
City will provide an assurance of water supply at less cost to
Purchaser' s customers than would otherwise be possible.
H. The service and commodity provided by City are a special
contract service and are not provided by City as a common utility
service.
The parties therefore agree :
1. City agrees to the continuance of the connection (or a new
connection) between City ' s water system and Purchaser ' s system by:
10" Rockwell #22983993 at Oleson Rd. & Hall Blvd. (Bradley Corners)
(Size and Location of Le Ler)
2 . Purchaser nere.bv agrees to abide ny and be bound by the
teL-I[Is and provisions of t)rdinanco No. 130672 , Title 2.1. , 1`7nt.or iCequ-
laLi.oh15 , ell. i ne Code oL. Cue City 0r Portland, Oregon , as i t urenentl.y
exists c)L may I]e reu I'.Le.r be amended by the Council of the City o C Port-
land , during the life of this agreement. City agrees that future
increases in rates and system developIlent charges will be Lair and
r'easonaale, and that any such future increases to Purchaser and other
purchasers will De fair and reasonable in relation to rates and charges
witnin the City. Purchaser will be notified and provided an opportun-
ity to cc heard before the Council of City prior to any increase in*4409
rates or system development charges or changes in rate design. City_
furtihe_r agrees that for the term covered by this agreement, water rates
to outside purchasers will not exceed a maximum of- i5ih percent of rate,
charged to
..._.City
...users.
.
3. City agrees to furnish and sell, and Purchaser agrees to pur-
chase , a firm Supply of potable surplus water on an annual basis and •
for eacAI successive year during the life of this agreement. The annual
amount of a firm supply of surplus water to be supplied Purchaser by
City will be computed as the prior year' s consumption or the highest
of the 0,1st three years, whichever is greater, plus an annual water con-
sumption growth factor of five (5%) percent. If Purchaser determines
that additional water will be needed for any one (1) year p"riod over
and above that waicu nas been allocated by City, Purchaser must peti-
tion the Council of the City and must receive Council ar.proval for an
increased allocation of water to be supplied Purchaser by City for said
one (1) year period. Should such additional allocation be granted, that
additional amount would be included in that year' s total consumption base.
4 . Purchaser recognizes and agrees that it is the duty of the
City to furnish water at a normal volume and pressure to City and
its inhabitants before selling water to Purchaser. Historically, •
however, water sources available to City have been sufficient
to meet. the City' s needs , and to provide surplus water for
*wird
2 -
tonsionammiaNimmiumummenaia
.IJIII I Y--_ _Ni .,
•
•
sale to Purchaser and others , except for Grief perioss of nigh
demands during summer months. City agrees to exercise reasonable
diligence and foresight to maintain its collection an`_ �u-
tion system so as to provide a normal volume and pressure flow of
water at the point of the Purchaser' s connection , during' the life
of this agreement. City also agrees that Purchaser' s suenie' of
surplus water shall be reduced or terminated only in the event
that the water supply to City residents would otherwise be _inade-
quate. Purchaser further recognizes and agrees that so liability
shall attach to City hereunder on account of any failure to accur-
ately anticipate availability of water supply, or because of an
actual failure of supply due to inadequate run-off or occurrence
beyond the reasonable control of the City.
J. fn times of shortage, water use outside Cit\' '-T1.11 be cur-
tailed on the following basis, the first listed curia : 1 :lent being
adopted to meet the least serious situation and the succeeding
curtailments being adopted in addition to Prior listed curtailments :
( I ) Pestr.i_ct.i.on of uses , which can be accomplished wi thout.
.ser] t tle, 1 t1 1I5 y t;() p(e ssu ger Ie1"e( 1'I"/ , and (el: ih i h i i i nll tel 111)11"
ten;e 11 i. l a l.. IP;(':;, .
(2) Prohibition or. irrigation c%ce of tor comw2I c'i-.aI 'II e('nfluU s S .
( 3) Prohibition of every use except for domestic use and for
essential commercial enterprises and industry. •
(4) Prohibition of all use outside the City except domestic
+err►
uses.
•
(5) Prohibition of all use inside the City except domestic uses.
(6) Prohibition of all outside uses.
The curtailment contemplated by Items (1) through (3) will be applied
uniformly inside City and outside City.
6 . Purchaser agrees to provide on its main at a point near
the connection with City' s main, a compound water meter or meters
of typo and pattern approved by the Bureau of Water Workf; of the
City, who will maintain the meter or meters in proper working
condition at Purchaser' s expense and which will at all times
measure the water supplied by City to Purchaser.
7. Purchaser agrees to pay monthly to City for all water
passing through its main or mains and meter or meters at the rates
and System Development charges which may be established y the
Council of the City from time to time. Statements for water used
by Purchaser shall be computed and rendered monthly to Purchaser
by City. Should the meter at any time fail to measure accurately
the water passing through said meter, the charge for water used
during the time the meter is out of service shall be based on
the estimated volume of water supplied as the City may determine
- 3 -
1 1 Iii 1 , , i , 1 , 1
v1
14,
by usage averages and statistics for prior periods . P a_ym:_nL shall
be made by Purchaser to City on or before the 10th day or each
month for water used for the previous month except the System
Development Charge assessed on new water services in the Purchaser' s
distribution area which shall be pail no less frequently than
quarterly.
8. Purchaser agrees to provide water supply to City residents
in areas adjacent to Purchaser' s water mains , said water to be
metered by City. The total volume of such metered water, plus 12
will be credited to Purchaser by City .
9 . On or before July 31 of each year, Purchaser agrees to
furnisi Lo City in writing a legal description of the boundaries
of the area supplied or to be supplied by its distribution system,
together with a report and map or maps showing all the mains now
existing or that may hereafter have been laid, and the location and
capacity of all storage tanks as of June 30 . Such description ,
report, and map or maps showing the location of mains and the loca-
tion and capacity of storage tanks within the district shall be
filed with the Manager of the Bureau of Water Works of Lhe City.
Purchaser further agrees to furnish not later than July 31 of each
year, a Stilt eli ent showing both the total active end vac' .i t services
of i°iirehasersubdi st:riI ut.or. ' s lines as of June 30) .
10 . Purchaser shall furnish within ten (10) clays oiter thy,
end of each month to the Manager of the Bureau of Water '.:oh-'.:s of
City , a statement showing the number of cubic feet of water sold,
and if Purchaser has another source of water supply, the quantity
of water in cubic feet supplied for the previous month try the
other source. Purchaser shall also furnish within ten (10) clays
after the end of each month, a detailed list of the total number
of new water service connections and locations segregated into
the categories of single-family dwellings , duplexes , dwellings
of three or more units , commercial, industrial , and private fire
line services and the size of the meter for each service installed
during the previous month. Also, on or before July 31 of each
year, Purchaser shall file with the Manager of the Bureau of Water
Works of City a composite report of the total number of now water
service connections and meter sizes listed in the above mentioned
categories installed during the previous year, as of June 30 .
11. In consideration of the agreement of the City to provide
a specified firm supply of surplus water. ; Purchaser agrees to main-
tain its level of purchases for the term of this agreement at not
less than the present ratio of City water used -to the total water
used by Purchaser based upon the lower of the past three year' s
usage . For example , District A executes this agreement in 1976 .
In the three previous years, it used water both from City and from
other sources. In 1973, 70 percent of its water was supplied by
City; in 1974 , 90 percent of its water was supplied by City; in
1975 , 80 percent of its water was supplied by City. District A,
by executing this agreement, agrees to purchase 70 percent of its
water from City during each year this agreement is in effect.
*41111.0
- 4 -
c,._." _=f_'.c:sE'_`_ 40 ;,. 'r ) ., (i i r `. • -,.t'. -...1-
-Lion ^ .- i_L::(ira",oal.> Ute- l'.,(..., `_lisi ,eat%.'. , c'. • t :, i
throuq:, ° 1 H i
the cla`_<Inteeit puwcaa,s-_ ratio, For 0 .ul , fl-i the 7
abov? , a `dor 110n c `)i -,t r"i r A' ' -. .-.r_ `ery 7_ -u 1C'tl
aril :. � ' O(' ith+ ::�'':" _I c n.l 1._ o` e_ 'Lll'?.:' 1.'. ca were
:-ars ,ry City water , i`A , r; 11 ,7ch 1,, --Ho-i o :':ill.
be .-. .002d ac:cr;ed' nq y,
I. in any fiscal :7c r tiia Pill-el,
il_`i arJ. from sources other till-IV' (. (. ,y so : he l., IZl -
age o;11- wut-'jr 'pure as ri is loss thy; t.`. ' quara0'- , fain .'.1aiu
ratl,. , 7:u-chaser shall pay to Citi' an add t`o,1r I. ' :, r ,ens t-e
City tco :,:aa reduction it u ,;ar of City '.v:tI::_,t-
For c:..ra,)le , in the illao;Lu.it:i ,,'l
has agrees to purchase 70 pereca` of' i.ts `:?:1 is + ."(
r'ii_y. In 1960 , District A purco, sos aci fm-
only
65 percent of 4 is water from C4 LF ,
section, DistricF: A shall pay an additia i .l
qu,,1 to 5 n.-.I-r. nt_ of its total N,;,1'. 'r usage , t,, i t
L! . riLi..` con Lrael: .;Eh+t1E- t)+'.('e+It(' 1 } i:i 1Y • iit t' I 1 + :7 , s}t,1
bt_' t iI } I! ! i, 0100 ,Ind et*f('(! f Ot' ;1 1)(, r.- t t': I r,( li) + ',t, ' . ' •1I;c1 ,I i t: •1-
It:: (!-) 'laeL C.ver'11Licut and N , l..t ;lii)Cr :C'(I., ;)1 i r Ul, • " :4 T --
itlt _ } in effect. 1ltIit7 t ri-uylLtrLci the
exec})t::.on of this agreement, eitli_'r part}' (ar';;.Lr .! i1'j to i"'e:,ec this
contract for an additional 10 years beyond thc L'. or this
agreement shall so notify the other party, and tile' T,".):'I.:J .:.: may oro-
ceed to negotiate a renewal of this agroe.nant for an ''6iti ros.i. ten
'o✓ yearn on such terms as :nay be mutually agreed.
IN WITNESS WEIf l tOt , Purchaser has, pursuant to _ action
of i-t.; gove_:rnin(J body on the 12th day of. A r' 1 1 ' 7 1 , duly
autil.o_ri:rinq the same , caused its -proper o f t i C.•:'.r:`• Lc ! (' i i s
ins':ru-,o nt on its behalf and its corporate seal to ,ae a.ff i.:cal
hereto, sad City, pursuant to Ordinance No. 130672 , Title 21 ,
Water de:julaLions , of the Code of the City of Portland , C-egon,
has (7-71U1Ci this instrument to be signed by its Mayor srl:l. Commis-
sioner in charge of the Bureau of Water Works , all of which is in
tri p'?_cate.
TIGARD NATER DISTRICY
Ireit:i:;is r
)
(Corporate Seal) By i*
Chairman, Roam of Commlnsioners
(Title)
SeC,retary, 111 i3oaof Commissioners
{/ " -- ----__--_ -
Administrator, Tigard (Title)
--�- - Water Di strict
44411.0.
- 5 -
CITY OF PORTLAnD
Approved as to form: By
Sow :dayor
By
Commissioner in charge of
the Bureau of Water Works
Date
- 6 -
arkik Sr I 1.11 -
•
%le
APPRAISAL REPORT
OF
VACANT LAND
AT
S.W. 103rd and S.W. Canterbury Lane
*OW
FOR:
The Session of Calvin,
Presbyterian Chu/ ch
Noe
r
f
Mr. C. Gebhardt October 30, 1976
Session of Calvin
Presbyterian Church
Tigard, Oregon
''ear Mr. Gebhardt:
Pursuant to your request, I have personally inspected
your property located at S.W. 103rd and Canterbury Lane,
Tigard, Oregon, for the purpose of estimating its fair market
value for the Session of Calvin of your Church. In the
performance of this task, valuable assistance was rendered
by Mr. Gary Roberts, a fellow appraiser, and is hereby
acknowledged.
After carefully considering all the pertinent data
affecting market value, including the physical characteristics
and types of potential uses, sales of comparable properties
and the trend of the neighborhood, I am of the opinion that
as of October 16, 1976, the fair market value of the subject
vacant land is:
`%ae FORTY-TWO THOUSAND DOLLARS
(#42,000.00)
The value herein expressed is subject to the limiting
ccnditions appearing at the end of this report.
Respectfully Submitted,
/
-
Lawrence E. Of'n
Real Estate Ap raiser
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INTRODUCTION
Purpose of the Appraisal
The purpose of this appraisal is to estimate the market •
value of the subject vacant land parcel. Market value is
defined as follows:
"The highest price in terms of money which a property
will bring in a competitive and open market under all
conditions requisite to a fair sale, the buyer and seller
each acting prudently, knowledgeably and assuming the
price is not affected by undue stimulus. " (Real Estate
Appraisal Terminology, American Institute of Real Estate
Appraisers and Society of Real Estate Appraisers _ 1975) .
Property Rights Appraised
The appraiser valued the property based upon fee simple
ownership.
Identification of the Property
*11,„ Legal Description: In lieu of a lengthy legal des-
cription, it is the easterly 297 feet of lots 5, 6 and 7,
Tigard.ville Heights, Washington County, Oregon, except for
tax lot #2700, a .35 acre portion out of the northwest corner
of the parcel. This parcel consists of approximately 113,000
square feet, or 2.6 acres.
Map Identification: 2S1 11BC, that portion of tax lot
2800 lying south of SW Canterbury Lane.
Location: A vacant field lying west of SW 103rd,
between SW Murdock and SW Canterbury Ln. in Tigard, Oregon.
Certification of Inspection
The appraiser personally inspected the subject property
and hereby certifies that he has no interest, present or con-
templated, in the property, and that neither the employment to
make the appraisal, nor the compensation is contingent upon
the value of the property. To the best of my knowledge and belief
all the statements and information in this report are true and
correct, subject to the underlying assumptions and limiting
conditions in the addenda of this report.
1
IV usu.i
N'"'" ANALYSIS OF THE PROPERTY
Assessment Data
This portion of tax lot #2800, from a title company
comiutor tax printout, is apparently designated tax lot
#2hol. and is labelled a "non-assessable portion. "
The tax rate, from an analysis of a neighboring
aeseseed property, is approximately 423.70 per thousand,
which is a very satisfactory rate when compared with many
areas in Washington County with from 427 to 430 per
thousand rates.
Zoning
Zoning is R-7, which allows ono single family ly dwelling
per 7,000 square feet or land. This conform t ( developments
in this area.
Neighborhood Data
The subject is located in the south Tigard area, east
'taw of .;he Pacific Highway which runs generally north and south
through Tigard. Access to freeways is good, as well as
shopping, bus systems and other conveniences and services.
Churches and schools are nearby, and Washington Square
Shopping Center and Portland Community College campus are
3 to 4 miles away. The general area is primarily residential
with commercial along the Pacific Highway. In short, this
area contains nearly all the desired conveniences and services
generally demanded today.
The immediate neighborhood is somewhat mixed, but very
acceptable to the market. A block to the west of the subject
is a planned unit development including condominiums and
apartment buildings along Canterbury Lane and above the
Pacific Highway. Across Canterbury Lane from the subject
is a Presbyterian Church and grounds. Immediately south
along 103rd street is a small, newer neighborhood with homes
in the 4+0,000 to $50,000 range generally. On the east side
• of 103rd street are mixed properties on small acreage sites
' from 10 to 40 years of age . The average price range of these
is around 440,000. Nearly all homes show good pride of
ownership, and no marketing problems are foreseen due to
area. It should also be noted that tax lot #2600 to the
west of the subject is owned by the Tigard Water District,
and its low intensity use at present does not appear to
adversely affect the value of the subject. Overall, the
•
Immediate neighborhood is a good one, and is well located
to all conveaiences and services, making it attractive to
typical home buyers.
Site J.escription
The subject site is an unimproved 2.6 acre parcel,
ha'ieally rectangular in shape with 463 feet of frontage
ir sW 103rd and 277 feet of depth, except for a 1 -)6.661
11,_. 3 ' section of land improved with a good quali !.y
ranch home , cut out of the northwest corner, leaving
approximately 140' of the subject land fronting along
SW Canterbury Lane . SW Canterbury Lane is a fully paved
and curbed street, while SW 103rd is a paved roadway with
a gravel shoulder and drainage ditch. SW Murdock, a
dedicated but unimproved street, forms the subject ' s south
boundary. According to the city of Tigard, a possibility
exi;;tu that Murdock will be vacated. Along the went nide
of thf subject is the previounly mentionec! City i7 f liaard
Water District property . The western one-third of the
land is nicely wooded, and there is a narrow border of
smaller trees along the SW Murdock street. A slight view
of Mt Hood is afforded from some parts of this site .
Topographically, it is essentially flat, with a gently
law grade from east to west. All utility services are readily
available to the property with the exception of sanitary
sewer. The nearest available sewer line is located in
SW Canterbury Lane, about 440 feet west of the subject
land. (A more easily usable sewer connection is located
north on SW 103rd, but is outside the city limits and
indications were that the county would not be receptive
to use by an annexed area. ) Overall, it is a very
desirable developable parcel since it can be serviced by
all utilities, has streets improved on two sides, iv
relatively flat, is in a good area, and is an attractive
piece of ground.
Highest and Best Use
•
Single Family residential use is the most likely
legally permissable use for the subject, due to surrounding
• ase: and the R-7 zoning. Although a planned unit project
Is a possibility, the attitude of neighbors, the small
size of the property, and the higher development costs
inherent in such a project would seem to preclude that
possibility. The 7,000 square foot minimum lots required
do not appear to have a legal minimum width, but widths
under 60 feet are felt to adversely affect the quality of
houses that could be constructed for this area. However,
discussions with the city of Tigard Planning department
disclosed that they will permit "flag" lots with a 12 ft
p.
wide driveway to these rear lots. Therein lies the maximum
potential value of this parcel when compared to other
possible uses, due to the lower than usual development costs
since no streets would be required, and the maximum number
of lots would result. It is the opinion of this appraiser,
then, that the highest and best use of this vacant parcel
of land is three such flag lots behind five lots fronting on
SW 103rd and two more lots fronting on SW Canterbury, for
a total of tea potential. lots. ('ee Addenda for an example
drawing of such a use . )
VALUATION ANALYSIS
Introduction
For developable vacant land of thin typrs, two approaches
to determining an indicated value are deemed appropriate:
the Land Developer' s Method, and the Direct Sales Comparison
Approach. In the former, the final developed total lot
value is estimated, and from this is subtracted all expenses
of development including profit and overhead. The amount
remaining is determined to be the amount that the prudent
and reasonable developer would pay for the raw land in order
to pursue the project through. In the latter, similar and
recent sales of land are compared to the subject, adjusting
for any significant differences, and the resulting indicated
value of each sale is weighed as to their reliability as value
indicators for the subject. Finally, the values indicated
by each method will be further weighed and analyzed in the
Correlation section, and a final, most probable selling price
• will be estimated as the fair market value of the subject.
Land Developer' s Method
The first step of this method is to estimate the final,
developed lot value of the subject lots. In doing this,
several similar lot sales were analyzed, with a summary of
each as follows:
Lot 7, Penrose Terrace, now 9230 SW View Terrace, about
mile east. This lot is similar to lots on the subject
property, and sold for 83,000 on Oct 20, 1975.
Tax lot 5100, Section 13 AD, T2S R1W (12820 SW 107th
Ct) , located across the Pacific Hiway. Sold June 1976 for
$8,000.
%ow Lots 17, 21, and 2.4, Shannandow, located north of the
subject off 79th ner PfaffIe . A builder purchased these
three lots Dec 1975 for $5,750 each.
rm"' Lot 9, Hi-West Estates in Tualatin, in an area
considered similar, sole April l97t for $8, 500.
Lots 3, 1(, 18 and 19 Treehill, in Sherwood, sold
for $5,500 each to a builder in June 1976.
Navaho Hills II , three lots in Tualatin. These sold
to individual builders in the spring of 1976 for from
‘1,'', L '") to $8,400 each.
West Colony Park No 2, located west of the subject
on Bull Moutain Rd. These are larger lots in a somewhat
more desireable location than the subject. Nine of these
lots sold between March and May 1976 for from 48,950 to
412,500. Lots most comparable to the subject sold at the
low end of that range.
Based on an analyeie of the above data, it is the
eon :"lueioo of this appraiser that buildable lots in thy«
;;ub jec t parcel should be marketable at between 48,')U0 to
iW,750, depending upon their location on the parcel , but
at an expected average of 83, 250 each.
Before building permits would be issued, however,
the City of Tigard indicated it would require improvement
of the west side of SW 103rd, a total of about 465 feet,
Swe to standard curb and gutter specifications. Also, sanitary
Bower lines will need to be laid from their present terminus
in SW Canterbury Lane 440 feet west of the subject property
to the intersection of SW 103rd and Canterbury Lane, thence
south to the southern boundary of the property, a total
distance of approximately 1,040 feet.
In estimating the cost to complete the above street
improvements plus arranging the legal and governmental
matters in the subdivision, several developers and consulting
engineers were consulted. The consensus of these discussions
was that reasonable estimates for the development costs
would be 412 per lineal foot for the sewer lines, $15 per
lineal foot for the half-street improvements, and an
administrative overhead and profit expense of around 25%
of the total value of the improved property.
Based on the above analysis, the value of the subject
property is estimated as follows:
Ten building sites x 48,250 per site : x¢82, 500
Less:
463 ft street improv. x e15/ft: -46,94,
1040 ft sewer lines x $12/ft: -12,480
Overhead/Profit @ 25% x 482,500: -20.62
subtotal -40,05( -40.050
ttowe
442,450
Value indicated by the Land Developer' s Method
(rounded) : 442, 500
rune
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Direct Comparison Approach
This method of estimating value was made difficult by
the few truly comparable , recently sold vacant laid parcels
that are similar to the subject in this area, due primarily
to the small size and lower development overhead )f the
subject. However, the following three sales were considered
similarenough in most respects to bear analysis and
3omsaricon:
I . Corner of SW 180th and Kinnaman in Aloha, Oregon.
This 1.2 acre parcel sold December 1)75 for $25,000, or
80,800 per acre . At the time of sale, the buyer, a builder,
anticipated to be able to build five single family homes
on the site . Indicated value per potential lot is #4,000,
or $40,000.
,'. Tux I,ot 1800, 2S1 100I3, across Beef Betel Idnsid from
King City at 11) 5rd. Thin %;'6 acre parcelof de ve i 0 ,51)1 e
property sold March 197b for 00,000 on contract, with
$12,000 down , 43,500 annual payments @8.5 percent interest,
balance due in 10 years. In order to develop this parcel,
a 300 - 350 ft street will be required. Indicated value
per acre is $15,950 for the subject, or $41.500.
3. Tax Lot 3500, 1S1E 36 in Clackamas County. This
property is located in Milwaukie in a very comparable
neighborhood. It is a 1.5 acre parcel which sold in
September 1976 for $25,000. Six houses are presently
being constructed on the property, with development costs
somewhat less than the subject. Indicated value per acre
for the subject is $16,235, or $42.200.
The above data suggest the value of the subject
property lies between 440,000 and $42, 200. After proper
adjusting for differences in location, size of parcels,
date of sale, and efficiency of development, this appraiser
concludes that the indicated value pear acre for the subject
by these sales is 016,000, or a total for the 2.6 acre
parcel of (rounded) : $1.600.
Final Correlation and Conclusion of Value -
The indicated value for the subject by each of the
two methods utilized are very close in this instance, with
only an indicated difference of #400 between them. This
small difference is not deemed to be significant; however,
since the Land Developer's Method most closely ap )roximatos
the thinking and actions of the typical purchaser in this
case ( the developer, or developer-builder) , it is considered
to be the most reliable. It is also well supported by the
6
Direct Sales Comparison Approach, also a very good indicator
of value for most properties.
Assuming the governmental agencies will allow development
of this approximately 2.6 acre parcel as indicated, it should
be able to support the anticipated segregation into ten lots.
Then, with its wooded rear portion, the utilities available, and
the [;sod area in which it is situated, this parcel is con-
sidered to be of good, marketable quality.
After careful analysis and investigation of the pertinent
facts, it is this appraiser' s opinion that the most probable
selling price as is, and the fair market value of the property
as of October 16, 1976, is:
FORTY-TWO THOUSAND DOLLARS
(#42,000•()0)
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Tigard Water District
Budget Committee, FY 1977-78
1st Regular Meeting
April 12, 1977
PRESENT: Clarence F. Nicoli
Hugh A. Brown
Don W. Thomas
R. Verne Wheelwright
H. Dale Johnson
Neil Longfellow
William M. Stebbins
Robert E. Santee, Administrator
John P. Miller, Foreman
Kenneth W. Baines, Attorney
Alw
VISITORS:
Jerald R. Heater, 9840 S.W. Inez St. , Tigard
Nancy Varekamp, The Oregonian
Russell Thomas, Leadman, Tigard Water District
The meeting was called to order by Chairman Nicoli,
Board of Commissioners, at 8: 05 p.m.
Nominations were made and seconded for the following
positions:
Chairman: H. Dale Johnson
Secretary: Michael D. O'Neil
Nominations were approved unanimously.
H. Dale Johnson assumed the Chairmanship.
The budget message was presented by the Budget Offi-
cer, Robert E. Santee.
'Nov Visitors: No comment.
Minutes (Continued)
April 12, 1977
A proposed budget document was presented by the
Budget Officer.
Motion was made by Verne Wheelwright and seconded
by Neil Longfellow to not budget $30, 000 for the purchase
of a computerized billing machine, but to have a feasi-
bility study conducted by an independent firm, and to
transfer $4, 500 to Account #519 ,1,2 (Professional Fees) ,
the remainder, $25, 500, be reduced from Water Sales
Income (Account #418 -9) . Motion carried unanimously.
($30, 000 would be deleted from Account #549 , Equipment) .
Motion was made by Neil Longfellow and seconded by
Verne Wheelwright to approve the proposed budget, as
amended, for all funds, including the Bond Sinking Fund
and the tax levy. Motion carried unanimously.
Motion was made by Neil Longfellow and seconded by
,e,,,. William Stebbins to approve the Bond Construction Fund, as
proposed. Motion carried unanimously.
Motion was made to adjourn at 9 : 39 p.m. Motion
carried unanimously.
The next meeting, with a public hearing, was scheduled
for May 10, 1977 at 7: 30 p.m.
H. Dale Johnson
Chairman
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