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05/11/1993 - Packet • TIGARD WATER DISTRICT 8777 S.W.BURNHAM ST. NIO P.O.BOX 230000 TIGARD,OREGON 97281-1999 PHONE(503)639-1554 TIGARD WATER DISTRICT BOARD OF COMMISSIONERS AGENDA May 11, 1993 7:30 p.m. Budget Hearing for FY1993-94: Call to Order 1. Visitors. Adjourn. Regular Meeting Call to Order. 1. Visitors. 2. Minutes of the Board meetings on April 13 and May 4. N,,,,, Recommendation: Approve minutes. 3. Payment of vouchers. Recommendation: Approve payment. 4. Budget for FY1993-94. Recommendation: Approve Resolution 4-93, To Adopt A Budget, Make Appropriations, Levy Taxes for FY1993-94. 5. Amending the Meter Installation Fees and Late Pay Penalty. Recommendation: Second reading of Ordinance 1-93, an ordinance amending Ordinance 2-92,-which will increase water meter installation fees based on the average cost of installing a 5/8"x3/4" water meter with a 3/4" water service and a 1" water meter with a 1" water service. This ordinance will also increase the amount charged for the late pay penalty, due to the actual turn off of the water meter for non-payment. 6. Revision to Water District Employee Handbook. Recommendation: Approve Resolution 6-93, a resolution to update the Employee Handbook 7. Administrative Director's Report: A. Work Accomplished Report. B. Audit notes. 8. Chair's Comments. 5/11/93 Agenda,Regular Meeting,Tigard Water District Board of Commissioners 9. Commissioners' Comments: 10. Other Business. 11. Executive Session. The Tigard Water District will go into Executive Session under the provisions of ORS 192-660(1)(e), (h), and(j) to discuss real property transactions, public investments and possible litigation. ''rrr Naar • TIGARD WATER DISTRICT Board of Commissioners Regular Meeting April 13, 1993 Minutes - Draft Present:Board of Commissioners: Robert Wyffels Hill Hampton Audrey Castile Clarence Nicoli Absent: John Haunsperger Staff: Jeri L. Chenelle, Administrative Director Randy Volk, Operations Manager Lorry Christian, Administrative&Human Resource Coordinator Mike Miller, Senior Management Analyst Nancy Johnson, Accounting Supervisor Visitors: Bruce Griswold, City of Lake Oswego Bev Froude, CPO (Don Brewer and Harold J. Vetter signed in as visitors, but left before the meeting N. began.) 1. At 7:53 p.m. Chair Wyffels called to order the regular meeting of the Board of Commissioners, and welcomedthe visitors. 2. Minutes of the Board meeting on March 9. A motion was made by Commissioner Castile to approve the minutes without change. The motion was seconded by Commissioner Nicoli. A voice vote was called. The minutes were unanimously approved without change. 3. Payment of vouchers. Commissioner Nicoli made a motion to approve the vouchers for payment. Chair Wyffels seconded the motion. Discussion was called for, but since no questions or comments were made, a voice vote was called. The Board unanimously approved the vouchers for payment. 4. Water Supply Agreement with Lake Oswego. Administrative Director Chenelle introduced Bruce Griswold, Finance Director for the City of Lake Oswego. Mr. Griswold said Lake Oswego and TWD have had a long history of working together which has been mutually beneficial. Lake Oswego is interested in a long term relationship with Tigard Water District, even beyond the length of this agreement. One of the things this agreement does is to provide for a 36" water transmission main to be built which will supply TWD with the needed water, especially during the summer months. Engineering is ''e' expected to begin this summer, with construction beginning in the late fall or early spring. 4 Commissioner Castile thanked Mr. Griswold for continuing to act with a good faith effort during the numerous start/stops which have occurred during this project. A motion was made by Commissioner Castile to approve the water supply agreement with Lake Oswego as recommended. The motion was seconded by Chair Wyffels. Discussion was called for. Commissioner Hampton said he is in favor of the agreement, but is concerned that the minimum purchase restricts the District so much that TWD needs to buy high priced peak water from the Portland Water Bureau, and it limits the flexibility of TWD. Mr. Griswold said this agreement will alleviate the problem--Lake Oswego has an intertie for water from the City of West Linn which has interties with South Fork Water District. By putting in the transmission line, Lake Oswego has the ability to access that additional water. There is also a potential of increasing the throughput of the LO treatment plant by 20%to 30%, at a relatively low cost. Over the long term and through improved technology, Lake Oswego is looking for ways to increase the water supply at the most cost effective ways, and maximize their ability to supply water to TWD, Commissioner Castile asked about the effective date of March 1, 1993, rather than July 1. Ms. Chenelle noted that the agreement switches in 1995 to have price changes be effective on July 1 of each year. Hearing no more discussion, a voice vote was called for. Commissioner Yes No Abstain NowAudrey Castile X Hill Hampton X Clarence Nicoli X Bob Wyffels X The motion was approved 3-1. Mr. Griswold thanked Ms. Chenelle, Mr. Volk, and Mr. Miller, saying they have been very professional and good to work with. 5. Amending the Meter Installation Fees and Late Pay Penalty. First reading of Ordinance 1-93. Commissioner Castile made a motion to read Ordinance 1-93 by title. The motion was seconded by Commissioner Nicoli. Hearing no discussion, a voice vote was called. The motion was approved unanimously. Administrative Director Chenelle read the ordinance. The second reading of the ordinance will be at the May 11 regular Board meeting . 6. Changing the Size and Look of the Water Bills. A motion was made by Commissioner Nicoli to approve changing the size and format of the District's water bills. The motion was seconded by Commissioner Hampton. A voice vote was called. The motion was approved unanimously. Now 2 11111111110111111.1111 7. Cost of Living Adjustment. Commissioner Nicoli made a motion to grant a 4.5% cost of living adjustment for all employees effective June 25, 1993. The motion was approved by Chair Wyffels. A voice vote was called. Commissioner Yes No Abstain Audrey Castile X Hill Hampton X Clarence Nicoli X Bob Wyffels X The motion was approved 3-0, with one abstaining vote. 8. Administrative Director's Report. Ms. Chenelle reported that although Portland Water Bureau hasn't received final responses from all other entities yet, TWD has completed our part by approving the Intergovernmental Agreement to fund Phase 2 of the Regional Water Supply Plan. 9. Chair's Comments. Chair Wyffels thanked Administrative Director Chenelle and the TWD Staff for doing such a good job, with all of their efforts and hard work--especially in responding to the many requests for special projects from the Board, such as negotiating the water supply agreement with Lake Oswego. 10. Commissioners' Comments. CommissionerCastile said the TWD News Update in the Tigard Chamber of Commerce newsletter looked great. The other Commissioners agreed. 11. Other Business. A. Commissioner Castile said she has talked with District patrons when asked to answer questions at city council meetings at Durham and King City, specifically TWD water patron Darrel Johnson, President of a homeowners association for The Highlands. Mr. Johnson is concerned about representation of the unincorporated areas of Washington County. Administrative Director Chenelle said she has talked with Mr. Johnson several times and has given him information. TWD Attorney Knowles is researching information about a possible election date for the unincorporated area. That information hasn't been completed or received by the District yet, but will be distributed to the public as soon as possible after it is available. Visitor Bev Froude encouraged the Board to continue giving the public as much information as possible. Commissioner Castile said that Ms. Chenelle has offered to be available to talk with members of the CPO which Mrs. Froude represents. C. Resolution 3-93, To Extinguish a Waterline Easement from SW 83rd Court to SW Hall Blvd. 3 A motion was made by Commissioner Nicoli to approve Resolution 3-93 to extinguish the Now waterline easement from SW 83rd Court to SW Hall Blvd. The motion was seconded by Commissioner Castile. Mr. Miller reviewed the situation. A voice vote was called. Resolution 3-93 was unanimously approved. 12. At 9:06 p.m., the Board went into Executive Session under the provisions of ORS192.660(1)(e), (h), and (j) to discuss real property transactions, public investments and possible litigation. Administrative Director Chenelle attended the first part of the meeting. At 9:30 p.m., the Board came out of executive session and adjourned the regular meeting. Now 4 TIGARD WATER DISTRICT BOARD OF COMMISSIONERS MINUTES -DRAFT May 4, 1993 5:30 p.m. Commissioners Present: Audrey Castile, Hill Hampton, Clarence Nicoli, Bob Wyffels Absent: John Haunsperger Staff Present: Randy Volk, Operations Manager;Lorry Christian, Administrative &Human Resource Coordinator; Mike Miller, Senior Management Analyst;Nancy Johnson, Accounting Supervisor(left at 6:10 p.m.); Attorney David Knowles. Absent: Jeri Chenelle, Administrative Director. Visitors: Jack Polans, Webb Alexander, Don Brewer, Darrel Johnson, Michael Brewin, Beverly Froude, John Acker, City of Tigard, Frank Knight (arrived 7:00 p.m.). At 5:42 p.m., Chair Wyffels called the special meeting to order. Chair Wyffels welcomed the visitors to this public hearing and asked speakers to please limit their Now remarks to 5 minutes. Jack Polans was the first speaker, and requested the Board make a motion to table Resolution 5- 93, to initiate proceedings to dissolve the District and liquidate all assets until the next Board meeting. Mr. Polans then read a statement which included asking that more information be communicated about the transition of Tigard Water District to a joint water agency. Commissioner Castile made the motion to table Resolution 5-93. The motion was seconded by Commissioner Nicoli. Discussion was called for. Commissioner Castile said she made the motion in order to open a discussion. She stated the City of Tigard had initiated the cities'withdrawal, and the TWD Board had agreed it was in the best interest of the District and it's customers to proceed with negotiating a 190 agreement. Chair Wyffels said this issue was started over 1-1/2 years ago and has been well publicized. A voice vote was called for. The motion was defeated 0 to 4. Commissioners Yea No Abstain, Audrey Castile X Hill Hampton X Clarence Nicoli X OZ . Bob Wyffels X • • 5/11/93 Minutes,Tigard Water District Board of Commissioners Darrel Johnson stated that he wants to see the plan go through. Mr. Johnson asked that copies of 11000, his statement be given to each Commissioner. He read the statement summarizing his concern about not having representation for the unincorporated area of Washington County in the process of change from Tigard Water District to joint water agency, or on the new board. Commissioner Castile said she felt frustrated because this issue has been well publicized and there has been little citizen input until now. Chair Wyffels said he and the other Commissioners share his concern about representation for the unincorporated area of Washington County. Michael Brewin said he won position 2 on the Tigard Water District Board of Commissioners in the March election. Mr. Brewin stated that he wants the positions on the new joint water agency board to be elected, not appointed, and wants a price structure which will encourage water conservation put in place before the joint water agency is formed. Chair Wyffels said TWD has just completed negotiations for a new 5-year rate structure with Lake Oswego, and after 2 years TWD has secured a guaranteed water supply agreement with Lake Oswego. Chair Wyffels also said TWD Staff is working on a new rate program structured around water conservation. Commissioner Castile said the positions on the joint water agency board can't be elected because of the 190 agreement structure. Beverly Froude said she has concerns about the unincorporated areas being on an equal basis with the 3 cities, specifically about water rates and upgrades to the water system. Mrs. Froude also said she believes people are concerned and don't understand the transition from Tigard Water District to joint water agency. David Knowles responded to the questions from Mr. Johnson, and said the Board has always been concerned about protecting the interests of the unincorporated area. Mr. Knowles said that if the Tigard Water District continued to exist, there would be costs involved, and one of the questions is whether or not it is economical to continue the District. He said that the joint water agency will assume all contracts from Tigard Water District, and after the joint water agency is formed, the cities will assume responsibility to collect taxes for the outstanding bonds, and a decision would need to be made about how the unincorporated areas would collect taxes. Mr. Polans said he also wants the board of the joint water agency to be elected positions. Mr. Brewin said he is concerned about the time period between July 1, when Tigard Water District dissolves and the election of the voters in the unincorporated area which will be in September. He was also concerned about which 2 of the current Commissioners will be appointed to sit on the new board of the joint water agency. Chair Wyffels said the City of Tigard is working on that issue. Commissioner Castile asked for a brief break. At 7:10 p.m., Chair Wyffels closed the public input and called for a 5 minute break. 2 5/11/93 Minutes,Tigard Water District Board of Commissioners At 7:15 p.m., Chair Wyffels called the meeting to order. 1. Public Hearing for Resolution 5-93, a resolution to initiate proceedings to dissolve the District and liquidate all assets Commissioner Nicoli made a motion to approve Resolution 5-93 to initiate proceedings to dissolve the District and liquidate all assets. Commissioner Castile seconded the motion. Discussion was called for. Hearing no further discussion, a voice vote was called. The resolution was approved 4-0. Commissioners Yea No Abstain Audrey Castile X Hill Hampton X Clarence Nicoli X Bob Wyffels X Chair Wyffels said he wanted to reassure the unincorporated area that the Board is concerned about them. The meeting was adjourned at 7:25 p.m. Now 3 TIGARD WATER DISTRICT Budget Committee Meeting April 13, 1993 Minutes--Draft Budget Committee Present: Dale Evans,Rod Kvistad,Katie Schwab,William G. Sheridan; Commissioners Audrey Castile,Clarence Nicoli,Robert C.Wyffels, Hill Hampton(arrived at 6:47 p.m.) Absent: Richard K.Brown,Commissioner John T.Haunsperger Staff Present: Jeri Chenelle,Administrative Director,Randy Volk,Operations Manager,Nancy Johnson, Accounting Supervisor,Mike Miller, Senior Management Analyst,Lorry Christian,Administrative& Human Resource Coordinator. Visitors: There were no visitors. Chair Wyffels called the meeting to order at 6:35 p.m.and opened the nominations for officers of the Budget Committee. Dale Evans nominated Katie Schwab as Chair. The nomination was seconded by Rod Kvistad. A voice vote was called,and Katie Schwab was unanimously elected Chair. For the position of Secretary of the Budget Committee,Bob Wyffels nominated Dale Evans. The nomination was seconded by Clarence Nicoli. A voice vote was called and Dale Evans was unanimously elected Secretary. Budget Chair Schwab asked Administrative Director Jeri Chenelle to present the proposed budget message. Ms. Chenelle introduced the Staff,and thanked them for their many hours of hard work on the proposed budget. Ms. Chenelle reviewed and summarized the highlights of the proposed budget.Included in the review of the proposed budget,Ms. Chenelle noted that a 20%rate increase is recommended in order to avoid c9ntinuing to take money from the unappropriated ending fund balances to balance the budget. Budget Chair Schwab asked for questions or comments about the proposed budget. Questions and comments were raised by members of the Budget Committee and were answered by Administrative Director Chenelle and her Staff. A motion was made by Dale Evans to approve the proposed budget foi fiscal year 1993-94. The motion was seconded by Rod Kvistad. A voice vote was called,and the proposed budget was approved unanimously. Board Chair Bob Wyffels thanked Administrative Director Chenelle and TWD Staff for the professional looking format of the proposed budget,saying it is clear and concise. The other Commissioners agreed. At 7:40 p.m.,the Budget Committee meeting was adjourned. `trr►° f` v vf�Yr TIGARD WATER DISTRICT RESOLUTION NO. 4-93 A RESOLUTION TO ADOPT A BUDGET. MAKE APPROPRIATIONS. LEVY TAXES On the motion made by Commissioner , and seconded by Commissioner , and passed by affirmative action of the Board of Commissioners, on this 11 day of May 1993, Tigard Water District adopts the following resolution: BE IT RESOLVED, that the Board of Commissioners hereby adopts the adjusted budget, as approved by the Budget Committee, for Fiscal Year 1993-94, in the sum of$7,483,400 now on file at the office of Tigard Water District. BE IT FURTHER RESOLVED, that the Board of Commissioners, Tigard Water District, hereby levies the taxes provided for in the budget adopted in Paragraph 2 of this resolution in the aggregate amount of$152.325 and these taxes are hereby levied upon all taxable property within the Tigard Water District as of 1:00 a.m., January 1, 1993. BE IT FURTHER RESOLVED, that the amounts for the fiscal year beginning _July 1, 1993, and for the purposes shown below, are hereby appropriated as follows: GENERAL FUND Personal Services $ 1,039,700 Materials & Services 2,223,100 Capital Outlay 741,110 Operating Contingency 596,055 Transfer to Capital Projects Fund #3 300.000 Fund Total $4.899.965 SYSTEM DEVELOPMENT FUND Capital Outlay $ 128.000 Fund Total $ 128.000 . • BOND SINKING FUND Principal Payments (FY 1993-94) $ 140,000 Interest Payments (FY 1993-94) 25.018 Fund Total $ 165.018 TOTAL APPROPRIATIONS $5,192,983 NON APPROPRIATED BUDGET REQUIREMENTS General Fund $ 1,073,735 System Development Fund 580,000 Bond Sinking Fund 8,682 Capital Projects Reserve Fund #3 628.000 TOTAL NON APPROPRIATED FUNDS $2.290.417 TOTAL $7.483.400 *4010, BE IT FURTHER RESOLVED, that the Board of Commissioners, Tigard Water District, Certifies to the county clerk and county assessor of Washington County, Oregon, the tax levy made by this resolution and shall file with them a=copy of the budget as finally adopted. THIS BUDGET IS HEREBY ADOPTED and appropriated by the Board of Commissioners, Tigard Water District, on May 11, 1993. TIGARD WATER DISTRICT Bob Wyffels, Chair Date ATTEST: Jeri L. Chenelle, Administrative Director Date Page 2 --Tigard Water District Resolution No. 4-93 MEETING DATE: May 11, 1993 TO: Honorable Chair and Board of Commissioners FROM: Jeri L. Chenelle, Administrative Director SUBJECT: Additional background information on Ordinance 2-93 Statement of the subiect: At the last regular Board of Commissioners meeting, it was questioned whether or not the Water District should start contracting the water service installations to private contractors in order to save our customers money. Recommendation: Adopt Ordinance 2-93 as written. Analysis: We have contacted several reputable contractors to see what they would charge the Water District to install all of our water services located in new subdivisions. As we talked to some of the contractors, they indicated that on subdivisions smaller than 25 lots, they would increase their cost per service in order to recover all of their associated costs. This No'"' is because on larger subdivisions these contractors can spread their profit/overhead margin over more lots, whereas, in smaller subdivisions they still have the same profit/overhead margins as before, but the associated costs are more concentrated. Since the average size of new subdivisions is 25 lots and greater, we asked the contractors to quote prices reflecting this size. The installation costs to install 3/4" water services in subdivisions with 25 or more lots are: Contractor: Cost per service R&R Construction Labor and equipment only $120.00 *Material supplied by TWD $84.58 $204.58 Clearwater Construction Material, labor, and equipment(complete) $250.00 Rutan Construction Material, labor, and equipment(complete) $295.00 As we indicated in the previous memo, the actual average cost to install a 3/4" water service by Water District crews is $193.87 each. This cost, although higher than the costs reported in 1990, is still lower than what a contractor would charge the Water District. 5. Additional background information on Ordinance 2-93,page 2 %lo,,, The lowest bid, received from H&R Construction, reflects the buying power of the Water District. Because the Water District purchases copper tubing, corporation stops, and angle meter stops in large quantities, the Water District is able to buy these items at a greater discount than could a private contractor. H&R Construction takes advantage of the Water District's buying power by only charging for labor and equipment, thus requiring the District to furnish the materials, including the crushed rock backfill. By continuing to install the water services ourselves, the Water District is able to help control the costs associated with purchasing water meters. The Water District line crew takes pride in providing this high quality service to our customers at the lowest possible cost. Fiscal Impact: If the Water District were to contract out the water service installations, the District would need to increase the recovery costs above that which is proposed, and formally request bids on water service installations. * Material for each service includes: 34 feet of 3/4" copper tubing (K-soft); 3/4" corporation stop; 3/4" angle meter stop; and 4.1 tons 3/4"-0 crushed rock. '4400- MJM:mm Nrr.° MEETING DATE: April 13, 1993 TO: Honorable Chair and Board of Commissioners FROM: Jeri L. elle, Administrative Director SUBJECT: Amending the Meter Installation Fees and Late Pay Penalty Statement of the subiect: Since the introduction of System Development Charges (SDC's) in 1990,the Water District has not increased the costs associated with the actual installation of the water service and water meter. Also the current fees for the late pay penalty are not in alignment with the actual costs involved. Recommendation: Approve Ordinance 1-93, an ordinance amending Ordinance 2-92, which will increase water meter installation fees based on the average cost of installing a 5/8" x 3/4" water meter with a 3/4" water service and a 1" water meter with a 1" water service. This ordinance will also increase the amount charged for the late pay penalty,due to the actual turn-off of the water meter for non-payment. *taw Analysis: The current charges for water meter installations within the Water District are based on the actual costs to install and set a water meter from 1990. Although the material costs alone for the-water meters have not increased significantly since 1990, increases in the labor and equipment charges warrant a corresponding increase in water meter rates. Realizing that the Water District is entitled to recover all of its costs associated with water meter installations,we decided to examine the actual costs related to water service and water meter installations versus the charges that are collected. The actual costs associated with water meter installations during the fiscal year are as follows: 5/8" x 3/4" water meter and 3/4" water service 5/8"x 3/4"drop-in water meter, 299 installed-expenditure$36,902.83 average cost $119.88 each 3/4"water service, 579 installed- expenditure$112,249.50 average cost $193.87 each Subtotal $313.75 * 3%inventory and administration charge $11.25 Total cost $325.00 1" water meter and 1" water service 1"drop-in water meter, 27 installed-expenditure$5,585.78 average cost $206.88 each 1"water service, based on a complete 1"service using same labor and equipment rates as a 3/4"water service• average cost $216.98 each Subtotal $423.86 **3%inventory and administration charge $11.14 Total cost $435.00 7 The current installation fees that the Water District collects are$250 for a 5/8" x 3/4" water meter and $350 for a 1" water meter. We propose that only the installation fees be increased by $75 on the 5/8" x 3/4" water meters and by $85 on the 1" water meters. In this way the Water District will be able to recover the total costs involved in installing these common meters. It needs to be understood that increasing the installation fees as proposed, will not increase the SDC's collected for that particular water meter. The SDC's will remain the same. Due to the necessity of amending the installation fees, it has been found that it is also necessary to adjust the current fees associated with late payments. These fees should reflect the true costs involved in the actual collection process for delinquent accounts. We propose that the late pay penalty be increased from the current cost of $5.00 to $20.00 during regular business hours,and $30.00 after regular hours, in order to have the meter turned back on. Fiscal Impact: Without increasing the water meter installation fees on the 5/8" x 3/4" and 1" water meters, the Water District will be subsidizing the installation of these meters from the General Fund. At the projected installation rate of 300 5/8" x 3/4" water meters for next 400,,, fiscal year,without increasing the installation fees for this particular meter, a budget shortfall of $22,500 would occur. And at the projected installation rate of 50 1" water meters for the next fiscal year,the budget shortfall would be$4,250. The combined shortfall, if no action were taken, would be$26,750. Also, without increasing the late pay penalty fees,the Water District will be absorbing the costs through the General Fund. The higher the cost absorbed will ultimately be passed on to the entire customer base rather than the small percentage that require collection efforts. Alternative: Take no action and leave theinstallationand late pay penalty fees as is, and continue to subsidize these fees from the General Fund. * The actual 3% increase is $9.41. This amount has been rounded up to keep the meter prices at even five dollar increments. ** The actual 3% increase is$12.72. This amount has been rounded down to keep the meter prices at even five dollar increments. MM Tigard Water District Ordinance No. 1-93 An ordinance amending Ordinance No. 2-92 section 13, water rates, and Appendix I, meter installation charges of the Rules, Rates,and Regulations for water service in the Tigard Water District. Whereas,the District currently does not recover its cost in water meter installations; and Whereas, the District currently does not recover its cost in its collection efforts; and Whereas,it has been deemed that the water meter installation and late penalty fees in Ordinance 2-92 regarding these fees is not sufficient to recover costs. NOW THEREFORE, THE TIGARD WATER DISTRICT ORDAINS AS FOLLOWS: Section 1: Ordinance No. 2-92 section 13 shall be amended as follows (language to be deleted is shown in[BRACKETS]; language to be added is UNDERLINED): Section 13. Water Rates. See Appendix II. Charge for turning off and on when water service is discontinued for non-payment of bill: $20.00 during regular business hours. 8:00 a.m. to 5:00 p.m.. Monday through Friday [$5.00 for the first two times; $10.00 thereafter],and$30.00 after regular business hours including. legal holidays and weekends. Section 2: Ordinance No. 2-92 Appendix I shall be amended as follows: APPENDIX I--Meter Installation Charges Copper Service,including P-R Valve if required,Connection Fee Size of Meter Charge Schedule System Development Installation Meter size Charge Fees Total Charges 5/8" x 3/4" $845 + laza [$250] = 11 [$1095] 1" 1690 + 4.35, [350] = 2125 [ 2040] Bull Mountain Meter Rates 5/8" x 3/4" $1000 + $325 [$250] = $13_25 [$1250] 1" 2000 + 135 [350] = 2435 [ 2350] Section 3: This ordinance shall be effective on or after the 30th day after its passage by the Board of Commissioners. PASSED by the Board of Commissioners of the Tigard Water District this day of , 1993,by unanimous vote of the members of the Board. First reading April 13, 1993 Chair of the Board Second reading Administrative Director S fir• InterOffice Memo To: Honorable Chair and Board of Commissioners From: Lorry Christian Date: May 5, 1993 Subject: Revision to TWD Employee Handbook Statement of the Issue: One of the items requested during the recent employee negotiations was to revise the TWD Employee Manual to reflect the change in pay days at the District. Recommendation: Approve Resolution 6-93 revising the Tigard Water District Employee Handbook. Analysis: Pay days at Tigard Water District have changed. Formerly paychecks included remuneration for the time from the 1st to the 15th, and the 16th to the last day of each month, and were distributed on the 20th and 5th respectively each month. This schedule Noisy placed a time and work scheduling burden on the Accounting Supervisor whenever there was a weekend between the 5 days delay time between the end of the pay period and when checks weredistributed. It also was a problem for employees with bills due just before paychecks were distributed. The workweek at TWD was changed to coincide with the schedule for the TWD employee working the on-call well duty, which simplifies the time keeping and bookkeeping records. Pay days were changed to every other Thursday, which allows for better work scheduling for the Accounting Supervisor, and her backup employee. Employees benefit because they receive paychecks more frequently(26 paydays per year instead of the previous 24). These changes were implemented in January 1992, and this action simply updates the Employee Handbook. W . Now TIGARD WATER DISTRICT RESOLUTION 6-93 A resolution to update the Employee Handbook. WHEREAS, the District Board has previously adopted the Employee Handbook of personnel policies for employees; and WHEREAS the policy and practice relating to paydays has changed. NOW, THEREFORE, BE IT RESOLVED, that the Board of Commissioners of the Tigard Water District approves the revision of the personnel policy relating to paydays attached hereto. Chair of the Board ATTEST: Administrative Director Date 8 COMPENSATION Pay Day The workweek at the Tigard Water District begins at 7:30 a.m. Friday, and ends at 7:30 a.m. the following Friday. The pay period includes two workweeks. Paychecks are issued every other Thursday, and include pay for the previous pay period. Monies due an employee are paid on the Thursday following the end of a pay period. There are 26 pay periods in a year. • If a pay day falls on a legal holiday, pay day will become the following day. • Any changes, such as number of dependents, address, or any other matter which would change the employee's pay status, must be reported to the Accounting Supervisor, Accounting Department as soon as possible. • A paycheck will be given only to the employee named on the check or, the employee can ask(verbally or in writing) that the check be given to someone else or mailed. sew Tigard Water District EMPLOYEE HANDBOOK revised April 1993 • it Work Accomplished in April a. TWD installed 1,300 feet of 12" D.I. pipe, 5 feet of 8" D.I. pipe, and 5 feet of 6" D.I. pipe along SW Sunrise Lane, west of SW 150th Avenue. b. TWD repaired the leak around the fiberglass air duct to the new pump station at the 10 MG terminal reservoir site. c. TWD installed a 2" water service for the H.H.O. &B. Warehouse located on SW Hunziker Street just east of SW Knoll Drive. d. TWD repaired a water sampling station that was leaking, located in the Harts Landing subdivision. It appears that the rubber seal in the bottom of the sampling station was damaged causing the leak. e. TWD repaired two (2) fire hydrants located in the Hillshire subdivision(formally Bull Mountain Summit Estates). f. TWD performed clean-up work along SW Sunrise Lane in preparation for paving the damaged sections of the road. g. TWD asphalted the several sections of SW Sunrise Lane that where damaged from *ftw,. our construction project. This is routine work that is performed after the construction project is completed. h. TWD repfaced ten(10) 3/4" pressure regulators that were not operating properly and installed a new pressure regulator at a residence experiencing high(over 135 psi) pressure problems during April. i. TWD replaced seven(7) 5/8" x 3/4" water meters that were fogged, stuck, or otherwise not operating properly. j. TWD repaired a 3/4" water service for the Lake Grove Water District at their request. k. TWD installed 68 - 5/8" x 3/4" water meters and two (2) 1" water meters during the month of April. Work Accomplished by Private Contractors in April a. Private contractor installed 50 feet of 8" D.I. pipe; 65 feet of 6" D.I. pipe; and one(1) fire hydrant to serve a new warehouse building located on SW Hunziker Street east of SW Knoll Drive(H.H.O. &B.)Warehouse. 7. a 1 Work to be Accomplished in May a. TWD to install 440 feet of 6" D.I. pipe and two (2) fire hydrants to serve the new Tualatin Valley Fire and Rescue Station 221. This is a joint venture project to contain costs related to improving our property along the railroad tracks and at the same time saving the Fire District some money. b. TWD to begin removing and installing new fencing on our new property behind the new Fire District station building.' c. TWD to continue its program of flushing dead end lines, adjusting valve boxes to finish grade, and exercising the main line valves. d. TWD to install four(4) 3/4" water services to serve Brelynn Woods, a single family residential development located at the west end of SW Mountain View Lane, west of SW 93rd Avenue. e. TWD to repair the manhole rings to the control vault at the 10 MG terminal reservoir site. f. TWD to install a 8" master meter for Tualatin View Apartments located in the City of Durham, east of SW Boones Ferry Road next to the Tualatin River. ti.. Work to be Accomplished in May by Private Contractors a. Private contractor to install 75 feet of 6" D.I. pipe and one (1) fire hydrant to serve four single family residences located at the west end of SW Mountain View Lane off of SW 93rd Avenue (Brelynn Woods). b. Private contractor to install 170 feet of 8" D.I. pipe; 500 feet of 6" D.I. pipe; two (2) fire hydrants; and relocate one fire hydrant to serve 61 multi-family residential units located on the east side of SW Hall Blvd. north of SW McDonald Street (Fanno Creek Village Apartments). c. Private Contractor to lower 296 feet of 16" D.I. pipe; install 60 feet of 8" D.I. pipe; install 110 feet of 6" D.I. pipe, and three (3) fire hydrants to serve a new commercial building located in the Forum Business Park south of SW Scholls Ferry Road on SW Nimbus Avenue (Synektron). d. Private contractor to install 200 feet of 8" D.I. pipe, a vault for a 8" master water meter, and a vault with a 8" Double Check Valve Assembly(DCVA) for a new 210 unit multi-family development located in the City of Durham east of SW Boones Ferry Road next to the Tualatin River(Tualatin View Apartments). 2 Work to be Accomplished in June by Private Contractors a. Private contractor to install 1,730 feet of 6" D.I. pipe, and two (2)fire hydrants to serve 23 single family residences located south of SW 103rd Avenue and west of SW 100th Avenue(Marion Estates). b. Private contractor to install 320 feet of 6" D.I. pipe, and one (1)fire hydrant to serve a new Church located on SW North Dakota Street west of SW 109th Avenue(The Church of Jesus Christ of Latter Day Saints). Niror 3 Percentage of each type of water consumed, FY 1991-92 Month & Well Clackamas R. Bull Run Total Year Cu. Ft. Cu. Ft. Cu. Ft. Cu. Ft. Jul 1992 4,671 ,571 13,797,000 - 0 - 18,468,571 Aug 1992 4,717,910 15,955,000 - 0 - 20,672,910 Sep 1992 4,618,960 12,730,000 - 0 - 17,348,960 Oct 1992 3,685,550 12,366,000 - 0 - 16,051 ,550 Nov 1992 - 0 - 16,186,000 - 0 - 16,186,000 Dec 1992 - 0 - 15,245,000 100 15,245,100 Jan 1993 - 0 - 17,199,000 - 0 - 17,199,000 Feb 1993 - 0 - 12,397,000 200 12,397,200 Mar 1993 - 0 - 16,607,000 400 16,607,400 Apr 1993 - 0 - 14,790,000 100 14,790,100 May 1993 Jun 1993 Total 17,693,991 147,272,000 800 164,966,791 10.73% 89.27% -0-% 100% Unmetered water, FY 1991-92 * Pumped Purchased Total Sold Loss 'N..- Month Cu. Ft. Cu. Ft. Cu. Ft. Cu. Ft. Cu. Ft. Loss & Year x 1000 x 1000 x 1000 x 1000 x 1000 % Apr. . - 0 - 14,790(L.O.) 14,790 13,649 1 ,141 7.7% 1993 -0-(Ptldl ___ Total: 17.694 147.273 164.967 165.720 (753) (.5)% (10 Months) *Monthly water losses are not accurate. Billing is accomplished every month, with one-half of the patrons billed for a 2-month period of water pumped/purchased computed on a monthly basis. Summary of water purchased and/or pumped and water losses Fiscal Year Well Lake Oswalt) Portland Water Losses 1986-87 00/o 96% 4% 10.5% 1987-88 0/0 97% 3% 3.9% 1988-89 3/a 93% 4% 7.9% 8.81% avg. 1989-90 6% 90% 4% 6.05% 1990-91 5'/o 90% 50/0 9.0% 1991 -92 7% 89% 4% 15.5% 1992-93 11% 89% -0-% (.5)% (10 Months) } Jeri Chenelle w"'" From: Nancy Johnson To: Jeri Chenelle Cc: Trish Toedtemeier Subject: Annual Audit Date: Wednesday, April 21, 1993 4:55PM Jeri - I talked with Lisa Simonson of Coopers & Lybrand today ( 4/21/93). They have scheduled o r audit for July 19, through 30, 1993. I asked her about putting the work papers we do on excel and she was very happy (They like computer print-outs to work with). I hope this time frame is OK with you. MEETING DATE: May 11, 1993 Sow TO: Honorable Chair and Board of Commissioners FROM: Jeri L. Chenelle, Administrative Director SUBJECT: Release of waterline easement Statement of the issue: Currently,the Water District is the recipient of two waterline easements for the same parcel of land located north of SW Bull Mountain Road, east of SW 141st Avenue. The first easement is a blanket easement covering the entire property and the second easement is more specific, covering the northern 15 feet of the property. Recommendation: Approve Resolution 7-93, a resolution to extinguish an easement recorded November 16, 1954, which covers the entire parcel of land for a non-specified water storage tank and waterline within Tax Lot 1500,Assessor's Map#2S 1 9BA. Analysis: In the early 1950's the Water District was granted a blanket easement, an easement that covers an entire piece of property, for Tax Lot 1500. As indicated in the easement document this easement is for the construction, installation,maintenance,repair,and replacement of a water storage tank,water pipe line,and other such related facilities over,across, and on this property. It is apparent that the water storage tank was not constructed on this property,but instead constructed in the High Tor subdivision. However a water pipe line was constructed within the northern 15 feet of the property. In May 1963, a second easement was granted(recorded in September 1968)for the construction,maintenance, and repair of an underground water pipe line, across the northern 15 feet of Tax Lot 1500. The existing 8" C.I. water main from SW 132nd Avenue to the High Tor reservoirs is located within this easement. It appears that the intention of the second easement was to cover the actual location of the water main and allow the release of the first easement. For whatever reason,the first easement(the one that was recorded in 1954)was not extinguished. Because the existing 8" C.I. water main is covered under the second easement,the new property owners request that the blanket easement from 1954 be extinguished. This will not affect-the second easement that was-recorded in 1968. Fiscal Impact: None. Alternative: Do not extinguish the easement. MJM:mm TIGARD WATER DISTRICT 'Saw RESOLUTION 7-93 A Resolution to extinguish an easement recorded November 16, 1954,which covers the entire parcel of land for a non-specified water storage tank and waterline located upon Tax Lot 1500,Assessor's Map#2S 1 9BA. Whereas, a waterline easement recorded in September 1968,covers the existing location of the Water District's 8" C.I. water main; and Whereas,the intention of the easement recorded in September 1968 was to allow the release of this easement; and Whereas, the November 16, 1954 easement will not be utilized in the future. NOW, THEREFORE, BE IT RESOLVED, that the Board of Commissioners of the Tigard Water District does hereby extinguish the water storage tank and waterline easement, recorded November 16, 1954, which covers the entire property of Tax Lot 1500, Assessor's Map#2S 1 9BA. Chair of the Board ATTEST: Administrative Director Date t 05/07/93 PERIOD 10 TIGARD WATER DISTRICT PAGE 1 BUDGET REPORT ,a GENERAL FUND APRIL 30, 1993 ACCT DESCRIPTION CURRENT PERIOD YEAR TO DATE NO ACTUAL BUDGET VARIANCE ACTUAL BUDGET VARIANCE XXX 9999 BEGINNING WORKING CAPITAL 2331635.38 1737931.00 (593704.38) 2027768.76 1952000.00 (75768.76) INCOME GF40-4000/5 WATER SALES 203606.00 202700.00 (906.00) 2334713.99 2649100.00 314386.01 GF 40-4010 FIRE SVC STANDBY CHG 3035.50 3000.00 (35.50) 21515.25 22500.00 984.75 GF 40-4015 BACKFLOW MAINT CHG .00 2500.00 2500.00 620.00 25000.00 24380.00 GF 40-4060/5 METER SALES 33790.00 8800.00 (24990.00) 267124.12 156800.00 (110324.12) GF 40-4101 DEVELOPER'S-10o OVERHEAD .00 6100.00 6100.00 104351.83 61600.00 (42751.83) GF 40-4102 DEVELOPER'S-8% ENGINEERING .00 1200.00 1200.00 18120.36 12000.00 (6120.36) GF 40-4103 DEVELOPER'S-TWD EQUIPMENT .00 150.00 150.00 .00 1500.00 1500.00 GF 40-4104 DEVELOPER'S-WAGE REIMBURSE .00 200.00 200.00 .00 2000.00 2000.00 OF 40-4200 LINE EXTENSION REBATES .00 1500.00 1500.00 3575.00 15000.00 11425.00 GF 40-4300 MISCELLANEOUS INCOME 1407.51 1000.00 (407.51) 4812.70 10000.00 5187.30 GF 40-4400 INTEREST INCOME 6899.51 8000.00 1100.49 72714.41 80000.00 7285.59 GF40-4500/10 PENALTIESILATE PAY-CK RET'D 30.00 100.00 70.00 651.00 1000.00 349.00 GF 40-4600 SALE OF EQUIPMENT .00 .00 .00 1710.00 133800.00 132090.00 GF 40-4700 RENTAL INCOME 475.00 500.00 25.00 3701.00 5000.00 1299.00 1600 TOTAL INCOME & WORKING CAPITAL 2580878.90 1973681.00 (607197.90) 4861378.42 5127300.00 265921.58 EXPENSES: PERSONAL SERVICES GF50-5000/40 EXECUTIVE SALARIES 26380.53 22807.00 (3573.53) 214830.47 224404.00 9573.53 GF50-5100/80 OFFICE EMPLOYEES 10074.06 7216.00 (2858.06) 71576.74 71589.00 12.26 GF 5200/5310 FIELD EMPLOYEES 35169.98 25387.00 (9782.98) 249381.04 249684.00 302.96 GF50-5350/60 FIELD LABOR & OTHER OFFICE 2670.19 5500.00 2829.81 22753.04 58000.00 35246.96 GF 50-5400 OVERTIME 3237.12 2500.00 (737.12) 20994.70 25502.00 4507.30 GF 50-5500/1 MEDICAL VISION & DENTAL INS 6257.06 7650.00 1392.94 55673.07 74700.00 19026.93 OF 50-5510 SOCIAL SECURITY 3222.93 4000.00 777.07 34958.58 40000.00 5041.42 GF 50-5520 AMERITAS LIFE - RETIREMENT 13865.24 15000.00 1134.76 53988.56 58000.00 4011.44 GF 50-5530 MEDICARE TAXES 753.74 1000.00 246.26 8504.59 10000.00 1495.41 GF 50-5540 STATE ACCIDENT INS. FUND .00 .00 .00 8185.60 13500.00 5314.40 GF 50-5550 UNEMPLOYMENT INSURANCE 2849.00 .00 (2849.00) 6784.50 900.00 (5884.50) GF 50-5560 MUTUAL BENEFIT LIFE/STD/LTD 842.48 950.00 107.52 7515.21 8300.00 784.79 GF 50-5570 TRI-MET TAXES 550.58 .00 (550.58) 2347.94 2100.00 (247.94) 105872.91 92010.00 (13862.91) 757494.04 836679.00 79184.96 EXPENSES: MATERIAL & SERVICES kiwi GF 51-6000 WATER COSTS-L.O. & PORTLAND 74208.24 99000.00 24791.76 738913.63 1048000.00 309086.37 GF 51-6050 WATER COSTS-ELECTRICITY ETC 6285.01 11500.00 5214.99 79285.25 115000.00 35714.75 GF 51-6060 WATER COSTS - SAMPLING 897.00 1000.00 103.00 7543.50 10000.00 2456.50 GF51-6100/30 REPAIRS & MAINT - LINES ETC 505.30 8300.00 7794.70 44806.56 83300.00 38493.44 GF51-6140/55 REPAIRS & MAINT-BLDGS/EQUIP 276.89 700.00 423.11 10824.39 7000.00 (3824.39) . 05/07/93 PERIOD 10 TIGARD WATER DISTRICT PAGE 2 BUDGET REPORT GENERAL FUND APRIL 30, 1993 ACCT DESCRIPTION CURRENT PERIOD YEAR TO DATE NO ACTUAL BUDGET VARIANCE ACTUAL BUDGET VARIANCE 0F51-6160/70 REPAIRS & MAINT-METERS, ETC 1139.88 3300.00 2160,12 15536.10 33300.00 17763.90 GF51-6180/95 REPAIRS & MAINT-FH/BF/FS/SS 1205.21 3200.00 1994.79 16422.87 31200.00 14777.13 GF 51-6200 REPAIRS & MAINT - TRK/EQUIP 1755.28 1500.00 (255.28) 13413.66 15000.00 1586.34 GF 51-6210 GASOLINE/DIESEL/OIL .00 1700.00 1700.00 9828.65 16700.00 6871.35 GF 51-6220 TIRES & BATTERIES .00 500.00 500.00 414.96 5000.00 4585.04 GF 51-6250 SMALL TOOLS 367.13 500.00 132.87 4155.55 5000.00 844.45 GF 51-6300 GENERAL INSURANCE 2712.63 .00 (2712.63) 35650.68 27800.00 (7850.68) GF51-6320/50 PROFESSIONAL FEES 361.85 11450.00 11088.15 44277.20 109900.00 65622.80 GF51-6400/20 OFFICE SUPPLIES & EXPENSES 6489.06 6000.00 (489.06) 51581.44 51000.00 (581.44) 0F51-6430/70 UTILITIES, ETC 2341.45 3000.00 658.55 24716.72 30000.00 5283.28 GF 51-6480 DUES & SUBSCRIPTIONS 68.00 900.00 832.00 10181.47 8400.00 (1781.47) GF 51-6490/5 ADS/ELECTIONS/CONSERVATION 2575.84 3950.00 1374.16 10841.24 17100.00 6258.76 0F51-6500/30 MISCELLANEOUS EXPENSES 1640.60 1500.00 (140.60) 13998.48 15000.00 1001.52 GF 51-6600 EQUIPMENT RENTALS 77.00 100.00 23.00 666.16 1000.00 333.84 OF 51-6720 SAFETY-PROGRAMS/EQUIP/EDUC 1176.93 800.00 (376.93) 5812.30 8300.00 2487.70 GF 51-6530/5 JANITORIAL SPLY & RAIN GEAR 1230.67 1450.00 219.33 15271.46 14500.00 (771.46) 0F51-6800/50 EMPLOYEE TRAINING EXPENSE 987.69 2100.00 1112.31 13664.29 21000.00 7335.71 OF 51-6900 RENTAL PROPERTY EXPENSES .00 200.00 200.00 .00 4400.00 4400.00 limo GF 51-6950 INTEREST EXPENSE .00 .00 .00 .00 .00 .00 106301.66 162650.00 56348.34 1167806.56 1677900.00 510093.44 EXPENSES: CAPITAL OUTLAY GF 52-7100 BUILDINGS & ADDITIONS 3369.01 12000.00 8630.99 3369.01 61800.00 58430.99 0F52-7200/10 LINE & METER REPLACEMENTS .00 2000.00 2000.00 422.52 20000.00 19577.48 0F52-7300/20 METER, ETC. INSTALLATIONS 4543.03 6100.00 1556.97 101289.20 60800.00 (40489.20) GF52-7410/30 EQUIPMENT 4168.25 177100.00 172931.75 146014.96 316900.00 170885.04 GF 52-7500 PIPELINE EXTENSIONS 25185.36 47700.00 22514.64 51869.45 243200.00 191330.55 GF 52-7510 FIRE HYDRANTS .00 500.00 500.00 .00 5000.00 5000.00 GF 52-7520 BACKFLOW DEVICE INSTALL .00 100.00 100.00 .00 1000.00 1000.00 GF 52-7600 LAND & IMPROVEMENTS .00 1500.00 1500.00 1674.00 132000.00 130326.00 37265.65 247000.00 209734.35 304639.14 840700.00 536060.86 OF 53-8000 OPERATING CONTINGENCY .00 .00 .00 .00 .00 .00 GF 54-9000 TRANSFER TO BOND SINKING .00 .00 .00 .00 .00 .00 GF 54-9100 TRANSFER TO CAPITAL PROJECT .00 .00 .00 300000.00 300000.00 .00 NET FUND BALANCE 2331438.68 1472021.00 (859417.68) 2331438.68 1472021.00 (859417.68) TOTAL BUDGETED EXPENDITURES 2580878.90 1973681.00 (607197.90) 4861378.42 5127300.00 265921.58 INVENTORY BALANCE FOR MONTH (15085.35) .00 15085.35 90839.81 .00 (90839.81) 05/07/93 PERIOD 10 TIGARD WATER DISTRICT PAGE 1 MONTHLY REPORT itroi BOND SINKING FUND APRIL 30, 1993 ACCT DESCRIPTION CURRENT PERIOD YEAR TO DATE NO ACTUAL BUDGET VARIANCE ACTUAL BUDGET VARIANCE BSF 10-1030 CASH BALANCE 1st OF PERIOD 50.00 50.00 .00 50.00 50.00 .00 BSF 10-1080 INVESTED MONIES IstOF PERIOD 16757.61 1602.00 (15155.61) 40391.35 32950.00 (7441.35) INCOME BSF 40-4120 TAXES - CURRENT 895.25 200.00 (695.25) 128839.45 126250.00 (2589.45) BSF 40-4130 TAXES - DELINQUENT 297.28 400.00 102.72 7967.55 3800.00 (4167.55) BSF 40-4150 TAXES - LAND SALES & TIMBER .00 .00 .00 7.00 .00 (7.00) BSF 40-4160 HOUSING AUTH/RENT % LIEU TAXES .00 .00 .00 .00 .00 .00 BSF 40-4180 INTEREST - INVESTED MONIES 57.55 100.00 42.45 1228.80 1600.00 371.20 BSF 40-4190 INTEREST - PROPERTY TAXES 25.72 .00 (25.72) 353.15 .00 (353.15) BSF 40-4300 TRANSFER-IN FROM GENERAL FUND .00 .00 .00 .00 .00 .00 TRANSFER FROM INVESTED MONIES .00 .00 .00 162297.50 162298.00 .50 1275.80 700.00 (575.80) 300693.45 293948.00 (6745.45) Ililioe EXPENDITURES BSF 50-5850 BOND PRINCIPAL .00 .00 .00 130000.00 130000.00 .00 BSF 50-5860 BOND INTEREST .00 .00 .00 32297.50 32298.00 .50 TRANSFER TO INVESTED MONIES 1275.80 700.00 (575.80) 139939.56 131650.00 (8289.56) 1275.80 700.00 (575.80) 302237.06 293948.00 (8289.06) CASH BALANCE END OF PERIOD 50.00 50.00 .00 50.00 50.00 .00 INVESTED MONIES END OF PERIOD 18033.41 2302.00 (15731.41) 18033.41 2302.00 (15731.41) 18083.41 2352.00 (15731.41) 18083.41 2352.00 (15731.41) 05/07/93 PERIOD 10 TIGARD WATER DISTRICT PAGE 1 MONTHLY REPORT SYSTEM DEVELOPMENT FUND APRIL 30, 1993 ACCT DESCRIPTION CURRENT PERIOD YEAR TO DATE NO ACTUAL BUDGET VARIANCE ACTUAL BUDGET VARIANCE SDF 10-1100 INVESTED MONIES 1st OF PERIOD 342721,21 272150,00 (70571.21) 69700.67 8800.00 (60900.67) SDF 10-1200 RECEIVABLES 1st OF PERIOD 50252.75 25350.00 (24902.75) 22860,00 .00 (22860.00) INCOME SDF 40-4000 SYS DEV CHG REVENUE 20051.00 15900.00 (4151.00) 348273.75 283200.00 (65073.75) SDF 40-4100 INTEREST INCOME 1278.33 350.00 (928.33) 8544.87 3500.00 (5044.87) TRANSFER FROM INVESTED MONIES .00 .00 .00 .00 .00 .00 21329.33 16250.00 (5079.33) 356818.62 286700.00 (70118.62) EXPENDITURES SDF 50-5000 PIPELINE EXTENSIONS - SYS DEV .00 .00 .00 35076.00 .00 (35076.00) SDF 50-5100 LAND PURCHASES - SYS DEV .00 .00 .00 .00 .00 .00 SDF 50-5900 DEPRECIATION EXPENSES .00 .00 .00 .00 .00 .00 TRANSFER TO INVESTED MONIES 51531.08 30350.00 (21181.08) 324551.62 293700.00 (30851.62) 51531.08 30350.00 (21181.08) 359627.62 293700.00 (65927.62) INVESTED MONIES END OF PERIOD 394252.29 302500.00 (91752.29) 394252.29 302500.00 (91752.29) RECEIVABLES END OF PERIOD 20051.00 11250.00 (8801.00) 55127.00 (7000.00) (62127.00) 414303.29 313750.00 (100553.29) 449379.29 295500.00 (153879.29) 3 4 r i 05/07/93 PERIOD 10 TIGARD WATER DISTRICT PAGE 1 MONTHLY REPORT Aid CAPITAL PROJ. RESERVE FUND 13 APRIL 30, 1993 ACCT DESCRIPTION CURRENT PERIOD YEAR TO DATE NO ACTUAL BUDGET VARIANCE ACTUAL BUDGET VARIANCE INVESTED MONIES 1ST OF PERIOD 310229.69 313500.00 3270.31 .00 .00 .00 INCOME CPRF 40-4200 INTEREST INCOME/INVESTED MONEY 1009.17 1500.00 490.83 11238.86 15000.00 3761.14 CPRF 40-4500 TRANSFER IN FROM GENERAL FUND .00 .00 .00 300000.00 300000.00 .00 1009.17 1500.00 490.83 311238.86 315000.00 3761.14 EXPENDITURES CPRF 50-5500 EXPENDITURES .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 INVESTED MONIES END OF PERIOD 311238.86 315000.00 3761.14 311238.86 315000.00 3761.14 .a • ter+ ..rr TIGARD WATER DISTRICT APRIL 30, 1993 WELL RECORDS: WELL HOURS COSTS-ELECT NO OFF CUBIC FEET PUMPS,ETC. HOURS DESCRIPTION 1 T/OFF 10/30/92 $ 734.62 Well,Canterbury Shop and Pressure Pumps 2 T/OFF 10/30/92 $ 1,262.67 Well and Pumps to Hi-Tor& 10 MR Reservoir 3 T/OFF 09/30/92 $ 66.01 Well and Lights 4 T/OFF $ 18.10 Well and Lights All Pump Stations&Alarm-Telemetry Phones $4.203.61 Bonita, 132 St.,Hi-Tor,& 10-MG Reservoirs $ 6.285.01 Iker METER RECORDS: METER#11,186 THROUGH#11,247 = 62 METERS SOLD BILLING DETAIL: APRIL $204,312.15 DELINQUENT $ 3,903.55 13,478,400 CUBIC FEET OF WATER BILLED. TIGARD WATER DISTRICT SCHEDULE OF DISBURSEMENTS Nitre KEY BANK CHECKING ACCOUNT#09 11624 4 April 1,through 30, 1993 GENERAL FUND CHECK# VENDOR# VENDOR NAME AMOUNT ACCOUNT# 41644 004000 Cheryl A. Huegli-Draw 450.00 6500 41645 005600 Eric D. Steele-Payroll 214.13 2050 41646 M#11128 Parrott Mt. Construction-Revund Ovrchg. 155.00 4065 41647 001100 Nancy L.Johnson-Ded. Reimb. 64.98 2010 41648 001300 Michael J. Miller-School Reimb. 183.00 2010 41649 003000 Russell A.Thomas-Ded. Reimb. 43.20 2010 41650 010300 Ameritas Life Ins.-Deferred Comp. 11,630.70 2010 41651 010310 Ameritas Life Ins.-Pension Plan 13,865.24 2010 41652 030011 Calls Unlimited, Inc. 59.95 2010 41653 060045 Fortis Benefits-STD/LTD/Life 842.48 2010 41654 170050 PH&L-Medical/DentalNision 5,094.65 2010 41655 VOIDED-Computer Total Page 0.00 41656 #93-02 Carlos Starling-Starling Crossing Refund 106.80 2300 41657 001001 Jeri L. Chenelle-Ded. Reimb. 46.53 2010 41658 003300 Richard C. Sattler-Ded. Reimb. 119.20 2010 41659 010230 Alpha Computers, Inc. 1,925.85 2010 41660 010380 Anderson&Dittman 40.50 2010 41661 010450 Applied Information Systems 70,762.82 2010 41662 010470 Aratex Services Inc. 492.79 2010 Nary 41663 010720 ADP of Portland Region 142.29 2010 41664 020045 Big A Auto Parts 87.66 2010 41665 020070 Bretthauer Oil Co 1,001.29 2010 41666 020075 Brewed Hot Coffee 83.40 2010 41667 030045 Carbon Dioxide Inc. 74.65 2010 41668 030057 Cascade Employers Association, Inc. 72.00 2010 41669 030145 Clark Lumber&Hardware 18.99 2010 (4300) 41670 030190 Consolidated Suply 4,549.84 2010 41671 030212 Paula Coppel COmmunications 975.00 2010 41672 050080 Economic&Engineering Svcs., Inc. 160.00 2010 41673 050170 Egghead Software 131.50 2010 41674 050250 Elmo Studd's Building Supplies 139.45 2010 41675 060010 Familian Northwest, Inc. 2,295.00 2010 41676 060040 Flowers By Donna 51.00 2010 41677 060050 Frahler Electric Co. 1,347.16 2010 41678 060060 Frank Business Solutions, Inc. 2,600.00 2010 41679 070067 General Tool 88.22 2010 41680 120009 Lake Oswego Blueprint 32.70 2010 41681 120010 City of Lake Oswego-Water 83,035.00 2010 41682 120065 Lazerquick Copies 220.00 2010 41683 140008 Mars Company" 277.20 2010 41684 140075 Miller's Automotive 138.60 2010 41685 140100 Morse Brothers 389.85 2010 41686 150020 Nelsen's Tire Warehouses 10.00 2010 41687 150024 Nessco Supply Inc. 86.01 2010 Ni.. 41688 160060 One Hour Photo Finish 16.05 2010 41689 170150 Pacific Safety Supply 51.00 2010 Page 1 TIGARD WATER DISTRICT SCHEDULE OF DISBURSEMENTS `°- KEY BANK CHECKING ACCOUNT#09 11624 4 April 1,through 30, 1993 GENERAL FUND CHECK# VENDOR# VENDOR NAME AMOUNT ACCOUNT# 41690 170160 Pacific Stationery& Printing Co. 708.00 2010 41691 170200 Pacific Water Works Supply Co, Inc. 180.00 2010 41692 170270 Sally R. Petersen 312.50 2010 41693 170300 Petty Cash 48.18 2010 41694 170440 Portland Water Bureau-Water 293.44 2010 41695 170550 Power Rents, Inc. 122.00 2010 41696 190200 Rayborn's Plumbing 75.00 2010 41697 200032 Sears Roebuck&Co. 226.78 2010 41698 200070 Southwest Office Supply 159.72 2010 41699 200087 Speedy Auto Glass, Inc. 199.37 2010 41700 200105 SAIF Corporation-WCD Tax 374.32 2010 41701 200130 Sunset Office Outfitters, Inc. 97.00 2010 41702 200150 Systems Integration Assoc., Inc. 544.00 2010 41703 210050 Tigard Area Chamber of Commerce 99.00 2010 41704 210120 Tigard Sand&Gravel Co., Inc. 696.62 2010 (4300) 41705 210155 TWD-Payroll Account 23,581.80 2010 41706 220030 U S Pipe&Foundry Company 6,799.40 2010 41707 220045 Universal Fire Equipment Co. 12.50 2010 41708 240007 War Chest Merchandising Inc. 22.00 2010 `a.✓ 41709 240010 Washington County Federal Cr. Union 1,636.00 2010 41710 240020 Washington County Finance Dept. 25.00 2010 41711 240060 Water, Food&Research Lab, Inc. 786.00 2010 41712 240100 Watt Welding Supply 63.45 2010 41713 VOIDED-Computer Total Page 0.00 41714 001001 Jeri L. Chenelle-Ded. Reimb. 19.20 2010 41715 001300 Michael J. Miller-Ded. Reimb. 38.92 2010 41716 003000 Russell A.Thomas-Ded. Reimb. 62.16 2010 41717 003500 James E.Wyant-Ded. Reimb. 45.53 2010 41718 010280 Pacific NW Section-AWWA 375.00 2010 41719 030150 Cobb Rock, Inc. % Lone Star 480.41 2010 41720 030186 Community Newspapers, Inc. 29.60 2010 41721 040020 Davis Wright Tremaine-Law Offices 108.00 2010 41722 070060 GTE Northwest Incorporated 1,461.68 2010 41723 110050 Kiplinger-The Washington Letter 68.00 2010 41724 160020 Office Depot 467.17 2010 41725 160275 Oregon Dept. of Revenue/Tri-Met Tax 550.58 2010 41726 160380 Oregonian Publishing 68.77 2010 41727 170300 Petty Cash 46.41 2010 41728 170540 Postmaster-Permit Mail 850.00 2010 41729 190090 Postage-By-Phone System 1,500.00 2010 41730 200010 Sanderson Safety Supply Company 213.79 2010 41731 210003 T I S Business Services 319.75 2010 41732 210045 City of Tigard-Sewer 485.00 2010 41733 220080 One Call Concepts, Inc. 257.25 2010 41734 230040 Valley Yard Supply Inc. 46.50 2010 41735 240060 Water, Food&Research Lab., Inc. 330.00 2010 Page 2 TIGARD WATER DISTRICT SCHEDULE OF DISBURSEMENTS `vr.► KEY BANK CHECKING ACCOUNT#09 11624 4 April 1,through 30, 1993 GENERAL FUND CHECK# VENDOR# VENDOR NAME AMOUNT ACCOUNT# 41736 VOIDED-Computer Total Page 0.00 41737 2106625 Mainlander Prop.-Refund ovrpmt FB 43.00 1210 Set 1 41738 2701228 Venture Prop. -Refund ovrpmt FB 2.22 1210 Set 1 41739 3500264 Douglas Coghill-Refund ovrpmt FB 9.75 1210 Set 1 41740 3709952 Gary J. Guidetti-Refund ovrpmt FB 16.00 1210 Set 1 41741 4103560 Art Swift-Refund ovrpmt FB 36.00 1210 Set 1 41742 5106871 D.Arthur Bush-Refund ovrpmt FB 22.60 1210 Set 2 41743 7401843 Mark Cooley-Refund ovrpmt FB 13.00 1210 Set 2 41744 8501310 William Proppe-Refund ovrpmt FB 13.00 1210 Set 2 41745 005200 John C. Dixon-Ded. Reimb. + Cake 150.00 2010 41746 020033 Beaverton JSEC 35.00 2010 41747 020060 Bolliger&Sons, Inc. 2,712.63 2010 41748 030186 Community Newspapers, Inc. 44.40 2010 41749 070061 GTE Mobilnet 104.17 2010 41750 140030 Meter Box Equipment Corp. 3,542.00 2010 41751 150040 Northwest Natural Gas Co.-Op.Center 373.55 2010 41752 170300 Petty Cash 195.09 2010 41753 170320 Pitney Bowes Inc. 197.50 2010 41754 170545 Postmaster- PO Box Fee 405.00 2010 *kw 41755 210155 TWD-Payroll Account 24,146.38 2010 41756 240010 Washington County Federal Cr. Union 1,636.00 2010 41757 VOIDED-Computer Total Page 0.00 41758 001001 Jeri L. Chenelle-Ded. Reimb. 35.30 2010 41759 001300 Michael J. Miller-Ded. Reimb. 234.13 2010 41760 002100 Stephen E.Winchester-Ded. Reimb. 25.63 2010 41761 003300 Richard C. Sattler-Ded. Reimb/Boots 168.87 2010 41762 003800 Samuel I.Schultz-Ded. Reimb. 32.00 2010 41763 090025 Independent Cleaning Contractors, Inc. 441.00 2010 41764 150010 National Sanitary Supply Co. 190.68 2010 41765 150040 Northwest Natural Gas Co. 58.19 2010 41766 160270 Oregon Employment Div.--Tax 2,849.00 2010 41767 170230 Padgett-Thompson 590.00 2010 41768 170300 Petty Cash 38.30 2010 41769 170490 Portland General Electric Co. 6,875.82 2010 41770 170495 Portland Glove Company 356.05 2010 41771 170540 Postmaster-Permit Postage/Newsletter 1,500.00 2010 41772 170560 Pride Disposal Co 136.19 2010 41773 200112 Steelco Inc. 27.58 2010 41774 VOIDED-Computer Total Page 0.00 Total April, 1993 Checks $295,155.51 `�rrr Page 3 TIGARD WATER DISTRICT SCHEDULE OF DISBURSEMENTS Now, KEY BANK PAYROLL CHECKING ACCOUNT#09 11624 4 April 1, through 30, 1993 PAYROLL CHECK# VOUCHER# VENDOR# VENDOR NAME AMOUNT ACCOUNT# 413 5100 Claudine B. Barrett $182.99 5360 414 1300 Michael J. Miller 925.64 5030 415 3300 Brian D. Clancy 580.28 5250, 5400 416 5200 John C. Dixon 136.48 5350 417 Voided Check 0.00 418 3100 Sam P. Morrison 1,236.11 5200, 5400 419 3400 John A. Powell 495.96 5290, 5400 420 3700 Lynn E. Tesky 621.89 5270 421 3000 Russell A. Thomas 906.44 5220 422 3900 Michael H. White 903.45 5240, 5400 423 4000 Cheryl A. Huegli 105.21 5310, 5400 140001 1001 Jeri L. Chenelle 1,412.24 5005 140002 1400 Lorry Christian 801.90 5040 140003 1100 Nancy L. Johnson 935.89 5020, 5400 140004 2200 Diane F. Kuhn 265.04 5120, 5400 140005 2300 Patricia A. Toedtemeier 380.47 5140, 5400 140006 2000 Yvonne M. Turner 533.28 5100 140007 1200 Randy J.Volk 1,217.70 5010 140008 2100 Stephen E. Winchester 100.03 5180, 5400 — 140009 3600 Clark D. Farrier 542.15 5300, 5400 140010 3300 Richard C. Sattler 814.71 5210, 5400 140011 3800 Samuel I. Schultz 464.41 5280 140012 3500 James E. Wyant 649.62 5245, 5400 XX X9VE ADP Federal/State Tax Pay 8,614.91 Impound YY Y9VE Direct Savings Deposit 755.00 AutoDeposit Pay Date 04/08/93 $23,581.80 424 5100 Claudine B. Barrett 176.05 5360 425 1300 Michael J. Miller 925.65 5030 426 5200 John C. Dixon 550.87 5350 427 4000 Cheryl A. Huegli 613.55 5310, 5400 428 3100 Samuel P. Morrison 975.63 5200, 5400 429 3400 John A. Powell 501.06 5290, 5400 430 3700 Lynn E. Tesky 621.75 5270 431 3000 Russell A. Thomas 1,142.40 5220, 5400 432 3900 Michael H. White 919.61 5240, 5400 160001 1001 Jeri L. Chenelle 1,443.73 5005 160002 1400 Lorry Christian 801.91 5040 160003 1100 Nancy L. Johnson 966.10 5020, 5400 160004 2200 Diane F. Kuhn 211.58 5120 160005 2300 Patricia A. Toedtemeier 312.26 5140 160006 2000 Yvonne M. Turner 533.30 5100 160007 1200 Randy J. Volk 1,217.70 5010 160008 2100 Stephen E. Winchester 63.95 5180 Page 1 • r.r err TIGARD WATER DISTRICT SCHEDULE OF DISBURSEMENTS '44,11.- KEY BANK PAYROLL CHECKING ACCOUNT*09 11624 4 April 1, through 30, 1993 PAYROLL CHECK# VOUCHER# VENDOR# VENDOR NAME AMOUNT ACCOUNT# 160009 3200 Brian D. Clancy $411.80 5250, 5400 160010 3600 Clark D. Farrier 537.58 5300 160011 3300 Richard C. Sattler 762.58 5210, 5400 160012 3800 Samuel I. Schultz 473.35 5280 160013 3500 James E. Wyant 656.36 5245, 5400 XX X9VE ADP Federal/State Tax Pay 8,572.61 Impound YY Y9VE Direct Savings Deposit 755.00 AutoDeposit Pay Date 04/22/93 $24,146.38 CHECKING ACCOUNT RECAP 03/31/93 Check Book Balance $523.74 04/07/93 P/R Cash Transfer 23,581.80 04/08/93 P/R& Impound Paid (23,581.80) 04/21/93 P/R Cash Transfer 24,146.38 04/22/93 P/R& Impound Paid (24,146.38) 04/30/93 Interest Credited 4.76 04/30/93 BALANCE $528.50 Page 2