03/09/1994 - Packet File
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INTERGOVERNMENTAL WATER BOARD
MEETING MINUTES
February 23, 1994
Board Members Present: Paul Hunt, Lynda Jenkins, Peggy Manning and George Morgan
Staff Present: Leslee Gemmill, Wayne Lowry, Patrick Reilly, Randy Volk and Ed Wegner
Guests Present: Michael Brewin, Jack Polans and Bill Scheiderich
1. Call to Order
City Administrator, Patrick Reilly, welcomed those present and at 5:30 p.m. brought
the meeting to order.
2. Approve February 9, 1994 Meeting Minutes
George Morgan motioned to approve the meeting minutes as submitted and Paul
Hunt seconded the motion. A voice vote was taken and the motion passed
unanimously.
3. Selection of At Large Member
Patrick Reilly informed the Board that candidate Steven Dietrich withdrew his
application for fifth member of the Intergovernmental Water Board. At this time,
the Board discussed the process,for the panel interview of the two candidates present
tonight, Michael B ewin and Bill.:Scheiderich' Applicant Clarence Nicoli is currently
out of the country and unavailable to interview at this time.
The Board recessed from 5:40 to 5:45 p.m.
The -Board reconvened -and Patrick Reilly askedthe two candidates to introduce
themselves and briefly present to the Board their background.
Bill Scheiderich is a resident of Tigard and an Assistant City Attorney for the City
of Beaverton. He also serves as advisor to-the Engineering and Public Works
Departments of the City of Beaverton and appointed as the city representative on the
Joint Water Commission. Bill has wokedwith local and regional water supply issues I
including drafting of agreements'-and legislation from 1988 to the present.
1. T'
Page Two
Intergovernmental Water Board
February 23, 1994
Michael Brewin is a resident of Tigard and was previously elected by the people of
Tigard, King City and Durham to serve as commissioner of the Tigard Water
District. He indicated he has continued to maintain an interest in water issues and
has experience in serving on 5-6 government agency boards.
Each member of the Board asked each individual the same four questions in a panel
interview format. At the conclusion of the interviews, the Board_ decided that in
fairness to Clarence Nicoli, the third applicant for the fifth member, a special
meeting should be scheduled to interview Mr. Nicoli. The special meeting is
scheduled for Monday, February 28, 1994 at 5:30 p.m. It should be anticipated that
a decision be made at this special meeting.
4. Update on Joint Billing
Wayne Lowry, City of Tigard, Finance Director, updated the Board on the status of
the consolidation of utility billings. The City of Tigard Finance Department is ready
to move forward with the consolidation of water and sewer utility billing-operations. /
At this time, this change would only affect approximately 8,000 customers common
to the water system and the City of Tigard. In March, a complete presentation will
be made to the Tigard City Council. Following a question and answer period there
was a general discussion regarding the methods of informing the public regarding the
joint billing proposal and associated concerns.
Wayne Lowry informed the Board about the water district's tax levy issue. He
indicated there has been numerous conversations lately regarding the debt service
on the remaining two years of the TWD general obligation bond. The assessor had
a problem with our (City of Tigard) assumption that it could be levied and paid.
The assessor asked for our attorney's opinion regarding the issue. City Attorney, Jim
Coleman, has drafted a response that proves legally that each city should be able to
levy its proportionate share of the remaining two years of the tax bond. The draft
document, is currently being circulated to.Tigard Water District Attorney, George
Mardikes, City of Tigard, and will be routed to the King City and Durham City.
Attorneys. Each city and the District will have to complete an LB-50 form and the
tax levy needs to be in each budget. Patrick Reilly offered City of Tigard support
and materials.
5. Non Agenda Items
Patrick Reilly informed the board that the .Tigard City Council at its meeting
February 22, 1994, adopted SDCs (System'Development Charge) for water and
reminded the cities of King City and Durham that this needed to be done by their
councils in the near future.
Page Three
Intergovernmental Water Board
February 23, 1994
George Morgan talked briefly about the roundtable meeting he recently attended
regarding regional water supply plan. Due to the Tigard Water District's limited
participation in long term water supply, George indicated it is evident there is a need
for positive, aggressive action as early in the process as possible. Ed Wegner, City
of Tigard's Maintenance Services Director, distributed materials to the Board that
were distributed at the meeting George Morgan talked about.
George Morgan also brought to the Board's attention a letter from the City of
Beaverton dated February 17, 1994 addressed to CPO and CCI Chairs. Specifically,
the letter outlines that a Tualatin River Watershed Council is being formed to serve
as an information forum for groups and agencies currently working to improve.the
water quality in the Tualatin River Watershed basin and seeking representation from
a variety of citizen organizations. Patrick Reilly indicated he agrees with the notion
that all water resources ought to be tied together in some degree and perhaps City
of Beaverton is trying to pull together a diverse group of people who have never
been represented before, particularly the agriculture industry. .The Area City
Managers have appointed a lead person(Hillsboro's City Manager) to follow this and
an orientation meeting has been scheduled for the third week of April. It's still in
the early formative stage and he said there is federal legislation in:place that calls
for the coordination of water resources within watershed areas. Patrick Reilly will
report back to the Board on this matter.
6. Visitors
Jack Polaris commented to the Boardregarding the process and guidelines used for
the interviews of the fifth member: Mr. Polaris is of the opinion that an individual
with a legal or engineering background could offer valuable input to.this Board. Mr.
Polaris also voiced his concern about the lack. of public participation at these
meetings.
The meeting adjourned at 7:30 p.m
INTERGOVERNMENTAL WATER BOARD
SPECIAL MEETING MINUTES
February 28, 1994
Board Members Present: Paul Hunt, Lynda Jenkins, Peggy Manning and George Morgan
Staff Present: Leslee Gemmill, Patrick Reilly, Randy Volk and Ed Wegner
Guests Present: Michael Brewin, Lorry Christian and Clarence Nicoli
1. Call to Order
Patrick Reilly,City of Tigard Administrator,welcomed those present and at 5:30 p.m.
brought the.meeting to order. On behalf of the Board, Patrick welcomed Clarence
Nicoli, the third candidate for the fifth member of the Intergovernmental Water
Board. Mr. Reilly emphasized that the interview, discussion and selection of the
candidate will be in a public forum and the result will be made known as soon as it's
available.
2. Member at Large Board Position - Interview Applicant, Clarence Nicoli
At this time, Clarence Nicoli was invited to make a brief statement of his interest
and background as it relates to water.
Clarence Nicoli indicated he's been involved with all parts of the Water District for
a long time and it's been an important part of his life. One of Mr. Nicoli's main
concerns is a long term water source for the area.
Each member of the Board asked Clarence the.same four questions asked to the
other applicants, Michael Brewin and Bill Scheiderich on February'23, 1994. At the
conclusion of the interview, Mr. Nicoli left.
Peggy Manning indicated that she was interested in the prospective that Bill
Scheiderich could bring to the Board and appreciated the experience and enthusiasm
as well as the background, knowledge and insight of Bill Scheiderich and motioned Y
to appoint him as the fifth member to the Board. George Morgan seconded the
motion saying he also liked Bill Scheiderich's characteristics. Paul Hunt indicated he
was in agreement with the motion and impressed with Bill's expertise and connection ..
with other.water entities. Lynda`Jenkins said-that alihough,.the other two candidates
were qualified in 'ma.ny areas,_she was also in support of the nomination of Bill
Scheiderich to the Board. Hearing no further discussion, a voice vote was taken-'and
the motion passed unanimously.
Page Two
Intergovernmental Water Board
February 28, 1994
Peggy Manning asked that a letter be drafted on behalf of the Board to each of the
other two applicants thanking them for their interest.
There was a brief discussion regarding the need for an alternate member-at-large and
the suggestion was made by George Morgan that this decision be deferred to July 1,
1994. George Morgan continued by saying that perhaps by July 1st, a more specific
definition of roles and responsibilities and tasks to be undertaken of this Board
would be better known. It was the consensus of the Board not to have an alternate
at this time and revisit the issue in July.
3. Selection of Chair and Vice Chair
Due to the fact that there is not a full Board present at tonight's meeting, Patrick
Reilly recommended not to appoint the chair and vice chair until all five members
are present. George Morgan asked that the responsibilities of the positions be
identified so that as the Board votes for the selection, the persons appointed will
know what is expected.
Secondly, George Morgan indicated the importance of the identification of the
procedures the Board would follow in the conduct of its business. He stressed his
concern that with this group addressing some more important matters some
procedural attention should be given for uniformity. Patrick Reilly indicated his
thoughts were to minimize and not complicate the practice and for the convenience
of the Board, a chair and vice chair would be needed. George Morgan agreed and
further stated that it was this.Board's role as identified in the Intergovernmental
Agreement to make recommendations to the Tigard City Council on water service
issues and he was concerned that the chair, with the assistance of the colleagues, be
able to properly address its responsibilities. Patrick Reilly suggested a collaborative
effort of all parties in determining Board work,programs and agenda items.
Peggy Manning requested that the expectations of the Tigard City Council and staff
and from the Board itself be'.made known and requested that a decision regarding
the appointment of.a chair and:vice,`chair'be postponed for a:few'meetings.until each
Board member becomes more familiar with each other. Patrick Reilly suggested that
a joint meeting could. be,-arrange-d'.between;Tigard .City. Council and the
Intergovernmental Water.B.oard in the future - aften.the Board has sorted through'
and identified its°priorities Also agreed upon were,:two fundamental priorities of
long term water: su T and; ca ital- improvement. program and 'the .Board's
responsibility to address`hese'items George Morgan stated that as anew group, it.;
is important that if this Board;isgoing to`meet its responsibilities and build a'level
of public and political confidence it-i§ important to set an agenda that adds weight
and substance to the Intergovernmental Agreement.
Page Three
Intergovernmental Water Board
February 28, 1994
At the end of the discussion, the Board agreed with the suggestion that procedures
relating to the conduct of the meetings be identified and followed at the appropriate
level of comfort, not confining, strict or formal. Patrick Reilly agreed that a meeting
model possibly used by another City area could be identified and/or at
for
possible use by this Board and he'd look into it further.
4. Adjournment
The next meeting of the Intergovernmental Water Board is scheduled for
Wednesday, March 9, 1994 at 5:30 p.m. Patrick Reilly indicated that agenda items
would include a presentation by Murray, Smith and Associates the firm retained to
update the water supply plan and another presentation by staff on what the existing
long term capital improvement program is. Paul Hunt asked about the status of the
division of assets and Patrick Reilly informed him that the deadline for the Request
for Proposals is March 11, 1994.
Peggy Manning motioned to adjourn the meeting and Paul Hunt seconded the
motion. The meeting adjourned at 6:30 p.m.
2.
M61�04 2-94, WED 11 32 MURRAY, SMITH & ASSOC, FAX NO. 503 225 9022 P. 02
Murm-Smith&.ktsma!8,hic
121 S.W.Salmon,SuRe 1020 a PunWd,Orlon 97204 F NMI S03 21i 91)IO y
kX
93-0292.100
March 2, 1994
John Acker
Associate Planner
City of Tigard
13125 SW Hall Blvd.
P.O. Box 23397
Tigard Or, 97223
Re: Water Supply Plan Update - March 9, 1994, Project Presentation Outline
Dear John,
In accordance with your request, we have prepared a brief outline of our presentation
to the Tigard's Inter-Governmental Water Board on March 9, 1994. Our presentation
should take about 20 minutes and will include the following items:
1. Project Overview
2. Project Status
3. Review of Tigard's Existing System
4. Review of Supply Alternatives
Following the presentation we will be available to answer any questions about the
project and the supply alternatives.
Both Chris Uber and I plan to attend the meeting, which we understand will begin at
5-30 p.m. We are looking forward to attending this meeting and are excited about
making this presentation. Please do not hesitate to call should you have any
questions.
Sincerely,
MURRAY, SMITH ASSOCIATES, INC.
Harold R. Murray, P.E.
President
CHU:chu
Mum Sieh Hodes,Inc.
F11�lIlleC1S��7lg1eIS 121 S.W.Salmon,Suite 10_'0 Portland,Oregon 9;2i� PHONE 503.225-9010 FAX 5M2)'-C)"))
November 12, 1993
Mr. John A. Buol, Interim Manager
Southeast Washington County Joint Water Agency
8777 SW Burnham Street
P.O. Box 23000
Tigard, OR 97281-1999
Re: Update of Water Supply Plan
Dear John:
We have prepared a scope of services and costs for accomplishing and updating the
Water Supply Plan prepared for the Tigard Water District in May of 1990. This update
relates to the water supply for your agency.
Since our meeting last week we have reviewed the status of the planning effort for the
Region Water Supply Plan - Phase 2. We feel it may be possible to obtain data from
the firm Barakat & Chamberlin, Inc. for the required population and water demand
forecasts. They are currently developing data, as you are aware, for each.participant
of the study including the Joint Agency. Hopefully this data can be provided in time
to avoid the"City or us having to duplicate that effort.
The scope of work we recommend will include the following tasks:
1. Gather and review documents, studies and plans relevant to potential water
supply sources. These potential water supply sources include the City of Lake
Oswego, South Fork Water Board, the City of Portland, the Tualatin Valley
Water District, the City of Tualatin, the Joint Water Commission, and a new
Willamette River Source.
2. Coordinate and review population data prepared by others for the years 2000,
2010 and 2020.
3. Based on the population data developed in Tlask-2, prepare water demand
projections for the years 2000, 2010 and 2020 from information supplied by
agency staff.
4. Using Task 1 Supply Data and Task 3 Demand Data, develop supply alternative
options. Develop estimates of probable project costs and prepare a comparison
of the advantages and disadvantages of each option.
Mr. John A. Buol
November 12, 1993
Page 2
5. Prepare a report which documents the findings and recommendations of these
studies.
In accordance with our discussions we understand that if we cannot obtain timely,
population data that City of Tigard staff will complete that work. We estimate the. cost
to complete the work outlined to be $25,000. Following your notice to proceed we can
complete this work in ninety days.
We look forward to working with your agency on this important project and are
available to answer questions related to this proposed scope of work.
Sincerely,
MURRAY, SMITH & ASSOCIATES, INC.
Harold R. Murray, P.E.
President
CHU:1mc
AGREEMENT
FOR
PROFESSIONAL ENGINEERING SERVICES
FOR COMPLETION OF A
WATER SUPPLY PLAN UPDATE
FOR
SOUTHEAST WASHINGTON COUNTY JOINT WATER AGENCY
TIGARD, OREGON
THIS AGREEMENT AND CONTRACT, made and entered into at Tigard Oregon, this
day of , 1993 by and between the SOUTHEAST WASHINGTON COUNTY
JOINT WATER AGENCY (SWCJWA), Washington County, State of Oregon, hereinafter
called the "Client", and MURRAY, SMITH & ASSOCIATES, INC., a firm of engineers
duly authorized to perform engineering services in the State of Oregon, hereinafter
called the "Engineer":
WITNESSETH THAT:
WHEREAS, the Client desires to retain an engineer to provide engineering
services necessary to complete a water supply update plan, and,
WHEREAS, the Client has selected Murray, Smith & Associates, Inc. to provide
such professional engineering services, and,
WHEREAS, the Engineer does offer to provide said professional services, NOW,
THEREFORE,
IT IS AGREED BETWEEN THE PARTIES HERETO AS FOLLOWS:
ARTICLE I..- DEFINITIONS r .
Whenever the term "Client" is used herein, it is understood to mean the
Southeast Washington CountyZoint Water Agency;Washington County,•Oregon, or
its authorized.ofl`icer(s), and-.:the term:"Engineer" means the authorized representative
of Murray, Smith &Associates;
ARTICLE H - OBLIGATION OF THE ENGINEER
The services to be performed by the:Engirieer.under,this,agreement'are the
professional engineering>services:required.to'complete=engineering studies and'
repe a water su 1 lanEu to r 4 t `•_'_
P Paz' _ PPY'P Pda �.��c� art .- P. A.s` �� .� _ _ ',r- - - .,,. ..:..
Agreement Page I of 6
The services to be performed by the Engineer for the project are described more
particularly as follows:
1. Scope of Work - Outlined below is a detailed work program to complete the
update of the water supply plan, prepared for the Tigard Water District in May
of 1990 as it relates to water supply sources.
Task 1. Gather and review documents, studies and plans relevant to
potential water supply sources. These potential water supply
sources include the City of Lake Oswego, South Fork Water
Board, the City of Portland, the Tualatin Valley Water District, the
City of Tualatin, the Joint Water Commission, and a new
Willamette River source.
Task 2. Coordinate and review population data prepared by others for the
years 2000, 2010 and 2020.
Task 3. Based on the population data developed in Task 2, prepare water
demand projections for the years 2000, 2010 and 2020 from
information supplied by agency staff.
Task 4. Using Task 1 Supply Data and Task 3 Demand Data, develop
supply alternative options. Develop estimates of probable project
costs and prepare.a comparison of the advantages and
disadvantages of each option.
Task 5. Prepare 25 copies of a report which documents the findings and
recommendations of these studies.
2. Special Services - There may be certain special services desired by the client
beyond those listed above. The type and extent of all such special services
cannot be determined at this-time. However, the Engineer agrees to assist,the
Client and perform such special services as the Client may require, all in order
that the Client may best accomplish the objectives of providing the facilities
needed.
3. Time Schedule—The.Engineerwillbegin.work-,immediately following the
execution-of.this agreement and diligently!prosecute the work, completing a
draft plan within ninety (90) days. Final plan will follow within 30 days of the
receipt of all review comments.
4. Opinion'of Construction Costs_=,Any opinion of the construction cost prepared
by the,.Engineer,represents:judgment as a,,design professional and,is supplied
.for the:general guidance of the=Client =: Since the Engineer has no control over
the.cost-.of.labor and materials , or"'Over the competitive:bidding or market-,-=
conditions, the Engineer does_not guarantee the accuracy of.such opinions as
compared to contractor bids or actual cost to the Client.
-Agreement Page-2 of 6
I
5. Standard of Practice - In the performance of professional services, the Engineer
will use that degree of care and skill ordinarily exercised under similar
circumstances by reputable members of the engineering profession practicing
'in the same or similar locations and no other warranties, expressed or implied,
are made or intended in any of the Engineer's proposals, contracts, or reports.
ARTICLE III - OBLIGATION OF THE CLIENT
1. Authorization - The work required under this Agreement shall begin
immediately after the execution of this Agreement by both parties.
2. Information Provided by Client - In order to facilitate the work to be performed
by the Engineer, the Client shall furnish to the Engineer all information
available to the Client having a bearing on the work.
3. Client to Provide Legal Access - The Client shall provide to the Engineer or the
Engineer's representatives legal access to the properties which are necessary in
performance of the work. Client shall provide access for the Engineer to these
properties.for the making of measurements and obtaining details for work to be
performed by the Engineer.
4. Payments to the Engineer - The Client shall pay the Engineer the sums
outlined below in accordance with the services rendered as follows:
(a) For the professional services required for Article II, paragraph 1 the
Client shall pay the Engineer a lump sum of twenty-five thousand
'($25,000) dollars.
(b) For professional services performed under Article II, paragraph 2, the
Client shall pay the Engineer an amount agreed upon, at the Engineer's
standard billing rate.
(c) Payments to the Engineer shall be made monthly based.upon estimates
of completion by the Engineer:= Monthly statements for services will-be
submitted•to the Client and'Will be'due and payable within 30 days
thereof.' Interest will-be payable on the unpaid balance'after 60 days
from*ldate of billing at,the rate of one and,one half,percent (1-1/2%) per
month.''- _. .
ARTICLE IV-':GENERAL`S;: ... _: : .:• _ ..s.•.
1. Assignment - Neither the client or the Engineer shall assign its interest in this
Agreement without the writte.'consent of the=other
Agreement Page'3 of 6
2. Termination - The Client may terminate this Agreement by giving the Engineer
written notice of the abandonment or indefinite postponement of the work. If
any portion of the authorized work covered by this Agreement and begun by the
Engineer shall be abandoned, unreasonably delayed or indefinitely postponed,
the Engineer may terminate,this Agreement. Whether or not terminated, the
Client shall pay the Engineer for the services rendered in connection therewith -
prior to written notice of such abandonment, delay, or postponement, payment
to be based insofar as possible on the amounts specifically established in this
Agreement, or, where the Agreement cannot be applied, on the basis of the
Engineer's current hourly billing rates plus expenses.
3. Delays All agreements on the Engineer's part are contingent upon, and the
Engineer.shall not be responsible for damages or be in default or be deemed to
be in default by reason of delays in performance by reason of strikes, lockouts,
accidents, acts of God and other delays unavoidable or beyond the Engineer's
reasonable control, or due to shortages or unavailability of labor at established
area wage rate or delays caused by failure of the Client or Client's agents to
furnish information or to approve or disapprove the Engineer's work promptly,
or due to late or slow, or faulty performance by the Client, other contractors or
governmental agencies, the performance of,whose work is precedent to or
concurrent with the performance of the Engineer's work. In the case of the
happening of any such cause of delay, the time of completion shall be extended
accordingly.
4. Unauthorized Reuse of'Documents - All reports, plans, specifications, field
data, field notes, laboratory test data, calculations, estimates and other
documents prepared by the Engineer as instruments of service shall remain the
property of the Engineer. Reuse of any drawings, specifications and other work
product of the Engineer by the Client on-extensions of this project or any other
project without written permission of the Engineer shall be at the Client's risk
and the Client agrees to defend, indemnify and hold harmless the Engineer
from all claims, damages and expenses arising out of such unauthorized reuse
by the Client or by other's acting through the Client.
5. limitation of Liability - The<<Clientand the Engineer have discussed the risks,
.
rewards and:benefits of.the,prgject,and ahe.estimated fees for services. The
risks-have been;allocated,suchthat.the Client agrees that-to the fullest extent
permitted'by law, the Engineer's total,liability to,client for,any and all injuries,
claims, losses, expenses, damages or clauns expenses arising out of this
agreement from any cause or causes, shall not exceed the total amount of
$50,000.00 or the amount of"the project engineering fee, whichever is greater.
Such causes include44!q,,, tosthe Engineer's negligence,.errors,
_,4...:r_.
omissions, strict liability, breach of contract or breach of warranty.
e-,
6. Expenses and FeesShould IYtigation�be necessary,to,,enforce , term or
provision of this Agreement, or tocollect;any portion of the amount payable
under this Agreement, then'all litigation and collection expenses shall be paid
to the prevailing party.
Agreement:Page 4 of 6
T. Dispute Resolution - All claims, disputes or controversies arising out of, or in
relation to the interpretation, application or enforcement of this Agreement
shall be decided through mediation as adopted and described by the American
.Arbitration Association. The parties further agree that the Client will require,
as a condition for participation in the project and their agreement to perform
labor or services, that all contractors, subcontractors, and materialpersons and
their insurers and sureties shall agree to this procedure.
8. Services Exclusively for Client - Services provided within this Agreement are for
the exclusive use of the Client.
9. Survival - All obligations arising prior to the termination of this Agreement and
all provisions of this Agreement allocating responsibility or liability between the
Client and the Engineer shall survive the completion of the services hereunder
and the termination of this Agreement.
10. Severability - The Client and the Engineer have entered into this Agreement of
their own free will to communicate to one another mutual understandings and
responsibilities. Any element of this Agreement later held to violate a law or
regulation shall be deemed void, and all remaining provisions shall continue in
force. However, the Client and the Engineer will in good faith attempt to
replace an invalid or unenforceable provision with one that is valid and
enforceable, and which comes as close as possible to expressing or achieving
the intent of the original provision. In the event that an invalidated provision
would otherwise have required the Client to compensate the Engineer, as to
honor an indemnification or for any other reason, the amount of money in
question shall automatically be considered an additional fee due to the
Engineer, irrespective of the invalidity of the provision in question.
11. Extent of Agreement - There are no understandings or agreements except as
herein expressly stated.
Agreement Page 5 of 6
• I
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed in duplicate by their respective authorized officers or representatives.
SOUTHEAST WASHINGTON COUNTY
JOINT WATER AGENCY
Date: By:
Chairperson
and
Interim Manager
MURRAY, SMITH & ASSOCIATES, INC.
Date: l®y By:
Harol R. Murray, President
Agreement Page 6 of 6
a.
MEMORANDUM
CITY OF TIGARD, OREGON
To: Patrick J. Reilly, City Administrator
From: Michael Miller Water Management Analyst
g Y
Date: March 2, 1994
Subject: 5-Year Capital Improvement Plan
In preparing the current 5-year Capital Improvement Plan (CIP), we hired Mr. Gilbert
Meigs of-Economic and Engineering Services, Inc., who also authored the engineering
studies in 1971, 1986, and 1990.
From-those engineering studies and discussions with water staff to ascertain projects that
were completed during the last fiscal year; projects that are to be or have been completed
and financed by developers; and the developmental trends within the service area, a
comprehensive prioritized plan has been developed to meet the water demands of the
service area now and into the future.
Through the years the 1971 engineering study has proven to be the most comprehensive
and reliable of the studies, and is the basis for most of the major water supply projects.
This study recommended the construction of the 10 million gallon (mg) reservoir (SW
125th Avenue'and SW Bull Mountain Road) from which all the other reservoirs would be
served, as well-as the construction of 30-inch water mains to Lake`Oswego and Portland
so that future supply demands could.be met. The 1971 study also recommended that 23
mg of storage be constructed by year 2000.
Of these projects the 10 mg reservoir; the equivalent to a 30-inch transmission main (24-
inch'and 16-inch parallel mains)to Lake Oswego; and 21 mg of storage capacity has been
completed. The full 30-inch equivalent to Portland has been completed from SW
Tiedeman Street and SW Greenburg Road to Highway 217, but from that point to Bradley
corner, a 16-inch transmission main connects us to Portland. The current 5-year CIP calls
for the construction of the 2.5 mg reservoir, south of SW Scholls Ferry Road, to be
constructed during the 96-97 fiscal year, which will surpass the 23 mg of recommended
storage.
In December 1990, the Agency implemented System Development Charges (SDCs) as a
way to provide the means to finance future capacity increasing projects without having to
borrow funds. The objective of SDCs is not merely to generate money for the Agency,
but to ensure that a fair and equitable financing solution is available to support needed
capital improvement additions due to growth. These capital improvement additions are
those which,increase the system capacity such as new storage reservoirs, pumping
stations, transmission pipelines, pressure reducing valve stations, and other major
distribution pipelines.
The income for SDCs comes from water meter installations. Approximately 60% of the
water meter sales revenue are directed to the SDC Fund, while the remaining 40% are
divided and deposited into the Water General Fund budget line items of water meter sales
and SDC reimbursement. The reason SDCs are important is that every project listed on
the CIP is a capacity increasing improvement and can be funded by SDCs.
As with any management tool the current CIP lists the capacity increasing improvements,
including the estimated cost and timing. It also allows different alternates so that changes
of events may be accommodated and the specifics of the CIP may be reshaped as the
years pass. The CIP has been updated and altered to some degree every year since 1990
for this very reason. This is not to say that we are changing the overall CIP on a whim,
but rather we are altering it to take advantage of the changing needs of the service area.
One example of this is the 24" transmission pipeline along SW Greenburg Road. This
project was put on hold during the 92-93 fiscal year in order to save funds because the
SDC fund was smaller than anticipated due to slowing of the new housing market, and
availability of peak water from the Bull Run system was in question.
Another example is the proposed construction of the 2.5 mg reservoir located south of
SW Scholls Ferry Road. In 1990, the original plan called a 2.5 mg reservoir to be
constructed on the southern flank of Bull Mountain, but with the higher growth rate and
demands in the northwest corner of the service area, the CIP was altered to allow the.
change in location. Also, in the current CIP, the construction of the 2.5 mg reservoir is
scheduled for fiscal year 96-97. Because funds are available and the demands in this area
have increased significantly,. we are requesting that the construction of this reservoir
begin in the 95-96 fiscal year.
With the completion of the Water Supply Study Update by Murray Smith and Associates,
Inc., we will again examine and update the CIP to make the necessary changes to reflect
the recommendations for capital improvements for water source needs.
J � til
CAPITAL IMPROVEMENTS PLAN
Funded from System Development Charges
5-Year Plan
June 2, 1993
Fiscal Year 1993-94
Estimated
Project Cost
Pipeline Extension: S.W. North Dakota Street,
S.W. 106th Avenue to S.W. 115th Avenue, 2,600
feet of 12" D.I. pipe @ $41.50/ft. $108,000
r., Justification: This area of the District system is in need
of reinforcement and looping with medium diameter mains.
This is the beginning of a program that will eventually
utilize existing 12" pipes on North Dakota to complete a
loop between Scholls Ferry Road to Tiedeman Road.
Pressure Reducing Station: Install a buried vault enclosing
pressure reducing valves fitted to the 12" pipe on Sunrise
Lane. Lump sum of$20,000. $20,000
Justification: Until a reservoir is built at elevation
470 on the north side of Bull Mountain, subdivisions such
as Bull Mountain Meadows which are too high to be served
directly from the 410 Lone will be served from the
reservoirs at Hi Tor. Water pressure directly from Hi
Tor to these areas would be excessive and reduction is
needed. The District owns land for the proposed reservoir
at elevation 470. A future reservoir (see FY 1995-96) on
the same tract will feed a future pump,station that will
fill the 470 reservoir.
. 1
z
Fiscal Year 1994-95
Pipeline Extension: S.W. North Dakota Street,
S.W. 115th Avenue to S.W. 121st Avenue, 1,450
feet of 12" D.I. pipe @ $43.00/ft. $62,000
Justification: This completes the S.W. North Dakota
Street 12" loop between Scholls Ferry Road and
Tiedeman Road. Work to begin completion of the loop
is scheduled for FY 93-94.
Fiscal Year 1995-96
Reserve for construction of future 2.5-MG reservoir
for the 410 zone to be located south of Scholls Ferry
Road on District-owned property. $300,000
Justification: The District has adopted a policy of
paying for needed capital improvements from current
revenue. Engineering studies of 1986 and 1990 advised that
to keep up with growth, the District must construct a 2.5-MG
reservoir on the northwest flank of Bull Mountain. Acreage
in the vicinity is under active development. The reservoir
will serve all residents below elevation 350 feet on the
north and northwest side of Bull Mountain. The expenditure
is too large to accrue in one or two years, and the con-
struction reserve begun in prior years will be increased
by FY 1995-96 SDC income.
Fiscal Year 1996-97
Reservoir Construction: 2.5-MG reservoir south of
Scholls Ferry Road on northwest flank of Bull Mountain. $1,300,000
Justification: Engineering studies of 1986 and 1990
advised that to keep up with growth, the District
must construct a'2,500,000 gallon reservoir in the
410 zone south of Scholls Ferry Road.. The District
owns property for this reservoir.. '-Additional
pipeline capacity to the north sides of Bull
Mountain is proposed for FY 1997-98.
2
Fiscal Year 1997-98
Pipeline Extension: S.W. 121st and Walnut Street,
from Fonner to 135th Avenue, 5,600 feet of
24" D.I. pipe @ $78/ft $437;000
Justification: In the summer time, No. 3 reservoir will
_ not fill because the pipelines serving it are too small.
With high growth in this area, along with the availability
requirement for water to be pumped from the 132nd Street
pump station to High Tor, it is deemed important that this
main be installed. A.dditi.onally, fire flows are deficient
in some parts of the area. The engineering study of 1986
recommended. that this main be. constructed. If the City
defers the MacDonald Street project, then this pipeline
would be built.
Note: The balance of income will go into a reserve
for future projects.
Note on Accumulated Reserve for Future Reservoir
At end of FY 95/96, the amount accumulated is estimated to be
$1,118,000.. Accrued interest, if any, is not included. The $1,118,000
plus SDC .collections in FY 1996-97 are estimated to amount to
$1,418,000. The reservoir is estimated to cost $1,300,000,at the present
time. This does not include an allowance for inflation.
It thus appears that construction could begin as early as the first half of
FY 96/97.
3
i. n.
Capital Outlay Projects
Fiscal Year 1994-1995
Pressure Reducing Valve (PRV) station located on the west side of Bull
Mountain between Phase 1 and 3 of Pleasant View Estates $20,000
1,000 feet of 12" D.I. pipe along SW Scholls Ferry Road to complete a
circulation loop between Castle Hill (SW Walnut Avenue) and Pebble
Creek subdivision. $43,000
Possible reconstruction of the 12" D.I. pipe crossing Fanno Creek on SW
Durham Road. Washington County has a road improvement project for Durham
Road from SW Hall Blvd. to SW Upper Boones Ferry Road scheduled during this
fiscal year. Unknown.at this time is the projects exact impact on the existing water
system. Preliminary plans available in December 1993. $8,600
SDC funded projects
1450 feet of 12" D.I. pipe along SW North Dakota Street between SW
115th Avenue and SW 121st Avenue. This completes the 12" loop between
SW Scholls Ferry Road and SW Tiedeman Road. $62,000
Land and Improvements
Possible purchase of property for a pumping station to.transfer water
from the 410.pressure zone to a future 2.5 MG reservoir at elevation
550 feet. This property would be located on SW Beef Bend Road at
SW 137th Avenue. Contingent upon the property being available. $30,000
Clearing and road work at the 11 acre reservoir site for the construction
of a new 2.5 MG reservoir at elevation 410 feet. $25,000
Permits and Land Use fees for new 2.5 MG reservoir. $15,000
Fiscal Year 1995-96
Possible relocation of 12" D.I. water main along SW Beef Bend Road from
SW 131 st Avenue to Pacific Highway due.to a Washington County Road.
improvement project scheduled for construction.during this fiscal year. As of
yet Washington County has not released any preliminary design plans. $70,000
SDC funded projects
Construction of 2.5 MG reservoir at elevation 410 feet on the northern flank
of Bull Mountain south of SW Scholls Ferry Road. $1,300,000
Fiscal Year 1996-97
If SW Garrde Street is not extended to SW Walnut by mid 1996, it will be
necessary to extend 5,600 feet of 24" D.I. pipe from SW Former Street and
SW 121st Avenue to SW 135th and SW Walnut Street. The pipelines serving
reservoir No. 3 are not large enough to continue to supply the capacity needed
in this high growth area. This water main would also enhance the ability of the
Agency to supply water to the new 2.5 MG reservoir off of Scholls Ferry Rd..
This project would be funded by a combination of SDC's and General Fund. $437,000
Land and Improvements
Landscaping and fencing at the new 2.5 MG reservoir site. $20,000
VISITORS
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