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08/08/1994 - Packet ..::.:.::::::.:... : . ....::...: Order • %='_»« = R• >>:><<'< e • • • ::_ : Futur:< e. 1►a ' ::'_.::> . .; P nal= en....:... :: ::>:::::>:»:: : TIGARD WATER DISTRICT Board of Commissioners Meeting Minutes July 11, 1994 Commissioners Present: Chair John Haunsperger, Commissioners Beverly Froude, George Morgan, Lou Ane Mortensen, and Art Pedersen. Staff Present: Ed Wegner, Randy Volk, Mike Miller, and Lorry Christian. Visitors: Jack Polans, Beverly Hoffman, and Gilbert Meigs, Economic and Engineering Services, Inc. 1. Call to Order Chair Haunsperger called the meeting to order at 7 : 04 p.m. 2 . Visitors Chair Haunsperger welcomed the visitors and asked whether anyone had any comments at this time. Visitor Jack Polans asked whether the new City of Tigard Council members and the recruitment for the position of City Administrator would hold up the goals for the Tigard Water District? Chair Haunsperger said it shouldn't cause any delays or changes . 3. Approve June 13, 1994 Regular Meeting Minutes Commissioner Morgan motioned to accept the meeting minutes as submitted, and Commissioner Lou Ane Mortensen seconded the motion. A voice vote was taken and the motion passed unanimously. 4 . Asset Valuation and Allocation Update Gilbert Meigs, Economic and Engineering Services, Inc . reported that the numerical part of the work has begun. The drafting work was completed in June. The final audit report by Coopers and Lybrand was reviewed, but since values of assets weren't listed individually, EES will need to complete that first . EES will have a draft prepared for staff to review and distribute to Commissioners at the August meeting, and discuss with Mr. Meigs at the September meeting. Mr. Meigs referred to a map showing the southwest quadrant of the area included in the water utility, which is one of four maps . Items on the map are color coded to indicate ownership: Green indicates exclusive property of TWD; Tan - King City; Red - City of Tigard; and Blue is community shared. The lines have asset numbers which correspond to a table that will show ownership and value. There are over 2, 400 assets, each listed in an adendum to the report . The "*" indicate special features . The task now is to assign values as of 12/31/93 . The data base can be updated in the future, if desired. Assets listed will be pipelines which will include valves, hydrants, and allowances for customer services . Other assets listed with allocated values will include reservoirs, water wells, pumping stations, and, primary metering vaults . TWD Board Meeting Minutes, July 11, 1994, Page 2 Additional assets will include cash, land, machinery, buildings, and furniture. All assets shown on the Asset and Liability Statement will be listed. Commissioner Morgan and Ed Wegner talked about a summer joint meeting with the Intergovernmental Water Board to discuss the EES report and the Murray Smith plan. Ed will try to schedule a joint meeting toward the end of August, giving each consulting firm time to make a presentation. 5. Update on Intergovernmental Water Board (IWB) a. Commissioner Morgan said there has been no IWB meeting since the last TWD meeting. b. Recently there have been several newspaper articles about water rates in the area, and TWD has been presented in a favorable position. c. Copies of the 1994-94 Budget will be available next month and will give information about the completion or updating of the Capital Improvement Plan. d. Commissioner Morgan emphasized the importance of sub- regional or county contractual agreements among water providers relative to the growing dependency on more than one source of a water supply. 6. Director' s Report a. Ed Wegner referred to a report from Murray Smith, regarding the possibility of the City of Portland as a likely long- term water supply alternative for Tigard. The report says there are some unresolved issues, but hope to have these issues clarified within the next week. Regarding the Lake Oswego Plan option, Murray Smith has received technical information detailing the anticipated improvements and associated estimated capital costs . The Lake Oswego consultant is making this information public on July 19, and Tigard will receive them then. When Tigard gets this information, then we can discuss with Lake Oswego how these costs might be paid, e.g. , a percent added to the wholesale rate, a raise in water rates, etc. Murray Smith will require about two weeks to prepare their report after receiving the cost information on July 19 . Mike Miller said that Tualatin Valley Water District owns the rights to 80% to 90% of the capacity of the 60" water main going west from the City of Portland. TVWD uses all of that water. and is asking for more. Portland has retained approximately 10% of the rights to the water capacity. Ed Wegner said Tigard is buying water from Portland earlier this year because of the warmer weather this spring and summer. TWD Board Meeting Minutes, July 11, 1994, Page 3 b. The project on SW North Dakota Street is almost complete . c. $5, 577 . 69 was paid to EES per the contract . d. Meetings regarding regional and sub-regional water issues have been attended regularly by Ed Wegner, Randy Volk, Mike Miller, and John Acker. This ensures that Tigard has been and is represented in discussions regarding water management for the future . Within the next 60 to 90 days, the elected officials will need to become more involved. e. Maintenance Services Department has been reorganized effective July 1 : Randy Volk, Utility Manager, with Sam Morrison, Water Crew Chief and John Roy, Waste Water Crew Chief, both reporting to him, thus combining the utilities for the City. Mike Miller will be the Operations Manager in Maintenance Services with responsibilities for water quality, water supply, computer support, fleet maintenance, and community involvement. Reporting to Mike Miller is Mike White, the Construction Inspector. Fleet Maintenance will relocate to the two end bays at the Water Building, which will be a cost savings by having maintenance of water vehicles done in-house. f. Ed presented a certificate of membership to the Special District' s Association of Oregon, who is the insurance carrier for TWD . g. At 7 p.m. on Wednesday, July 13 there will be a second roundtable discussion of the Regional Water Supply Study at the Home Builders Association Building on Bangy Road. The Intergovernmental Water Board will not meet this week so that members will be available to attend this meeting. 7 . Non Agenda Items a. Vacation of Easement . Visitor Beverly Hoffman asked the Board to approve vacating an easement owned by TWD on Tax Lot 600 . The easement began in 1987 . Chair Haunsperger asked the staff to review the situation and make a recommendation to the Board. b. Election of Officers . Commissioner Mortensen nominated Beverly Froude as Chair of the TWD Board. Chair Haunsperger seconded the nomination, and Commissioner Morgan moved to close the nominations . A voice vote was called, and the vote was unanimous . Beverly Froude is the newly elected Chair. Commissioners will be vote at the August meeting for the other office positions on the TWD Board. - - Newly elected Chair Froude was authorized to sign for the Board' s approval of the vacation of easement for Tax Lot 600, if MMUMUMOMMMMINIMW TWD Board Meeting Minutes, July 11, 1994, Page 4 Staff is able to complete the review and recommends approval by the Board. 8. Commissioners Comments a. Chair Froude referred Commissioners to an article regarding "Son of Measure 5" . b. Chair Froude received a notice saying that the City of Tigard will take in three parcels of property on Bull Mountain. Another notice was received by the Boundary Review Commission regarding about 50 acres which may be annexed off of Fern Street . Chair Froude wants to ensure the Tigard Water District Board is notified after property is transferred from the unincorporated area to the City. c . Commissioner Haunsperger referred to a notice from the Washington County Elections Board saying there will be at least a 25% increase in the cost of participating in an election. d. The next IWB meeting will be in August 10 at 5 :30 p.m. e. The next TWD Board meeting will be August 8 . f. Visitor Jack Polans asked if there is information about how much water is used on lawns . Mike Miller said winter water consumption is 148 gallons per person per day, and 350 gallons per person per day in the summer. Randy Volk said Lake Oswego says that only 30% of all the water coming through their water plant is consumed by people. Lorry Christian stated that in early spring the Water Staff participated in distributing "Watering Wisely" brochures to retail nurseries . These brochures promote alternative landscaping which would reduce water required for landscaping. g. Commissioner Mortensen asked Lorry Christian to write thank you letters to the citizens who served on the Budget Committee for the Tigard Water District . 9. Adjournment The meeting adjourned at 8 :38 p.m. ECONOMIC AND S.W.ENGINEERING365 SERVICES, INC. 4380 Macadam Avenue,Suite Portland,OR 97201 (503)223-3033•FAX(503)274-6248 July 29, 1994 File#: 60290 VIA FAX TRANSMISSION Mr. John Haunsperger Tigard Water District 8777 S.W. Burnham Street Tigard, OR 97223 Re: Asset Allocation Study. Progress Report No. 4 Dear Mr. Haunsperger: During the month of July, we have accomplished the following: (a) Met with the Board on July 11, 1994; (b) Submitted Progress Report No. 3; (c) Checked and corrected the base map and asset enumeration for land, pipelines,reservoirs,wells,meters, pump stations, and pressure reducing stations; (d) Reviewed Coopers and Lybrand's working papers that formed the basis of their December 31, 1993 audit report; (e) Resolved questions related to the audit report with Coopers' help; (f) Requested the help of Water Department staff and received additional information on assets; (g) Prepared first draft text relative to asset allocation and valuation; and, (h) Completed 80% of spreadsheet preparation related to dollar values of assets and their allocation. Olympia,WA Bellevue,WA Vancouver,B.0 Portland,OR Washington,D.0 Mr.John Haunsperger Tigard Water District July 29, 1994 (E, Page 2 Work planned for August includes: (a) Completion of asset dollar allocation; (b) Submittal of first draft of report; and (c) Rechecking maps and other information. Very truly yours, ECONOMIC AND ENGINEERING SERVICES, INC. / p Gilbert R. Meigs Project Manager GRM:pp c:\tigard.3 ,1 VLI1C!V11 V V'1S rd- IMULTNOMAH 9/ZS 1 1 9 WASHINGTON C4W IIPORTLAND METROPOLITAN AREA LOCAL GOVERNMENT BOUNDARY COMMISSION 800 NE OREGON STREET#16(SUITE 540) PORTLAND,OREGON 97232 PHONE:731-4093 July 12, 1994 TO: Tigard Water District ATTN: Chair and Board Members RE: BOUNDARY COMMISSION ASSESSMENT FOR FISCAL YEAR 1994-95, This letter is to remind you that your 1994-95 assessment is due by the end of the first quarter of the fiscal year (September 30, 1994). The assessment is based on your July 1, 1993, assessed value, (the last available certified figure at the time our budget was prepared), times a factor ($.00159 per one thousand dollars of assessed valuation), specified by state law. For your district the total yearly assessment is $3,226 ($.00159 X $2,028,657,771). In accordance with ORS 199.457(7) this entire assessment is due prior to September 30, 1994. The check should be made out to the Portland Metro. Area Boundary Commission. If you have any questions or need additional information regarding this payment, would you please contact our office. Sincerely, Kenneth S. Martin Executive Officer KSM/Imr STAFF ' COMMISSIONERS: KENNETH S.MARTIN,Executive Officer RAY BARTEL,Chair ELEANOR DAVIS MURLIN LITSON DENIECE WON,Executive Assistant TOM WHITTAKER,Vice-Chair MARILYNN HELZERMAN ROY SOARDS KELLY PAIGE,Executive Assistant BOB BOUNEFF SY KORNBRODT CAROL TROMMLER LANA RULIEN,Administrative Assistant NATHALIE DARCY SUE LAMB BOB WIGGIN CLACKAMAS MULTNOMAH J WASHINGTON PORTLAND METROPOLITAN AREA LOCAL GOVERNMENT BOUNDARY COMMISSION 800 NE OREGON STREET#16(SUITE 540) PORTLAND,OREGON 97232 PHONE:731-4093 July 11, 1994 TO: Boundary Commission Units of Government FROM: Ken Martin, Executive Officer RE: Boundary Commission Updates & Information Attached are three items relating to boundary change operations. The first attachment is the notice of your assessment. The second enclosure is a copy of the Commission's recently revised filing fee schedule. This new schedule takes effect July 1, 1994. The third attachment is a memo which explores the rather.complex world of effective dates. If you have any questions on any of these items please call the Boundary Commission office. Sincerely, Kenneth S. Martin Executive Officer KSM/Imr Enclosures • STAFF COMMISSIONERS: KENNETH S.MARTIN,Executive Officer RAY BARTEL,Chair ELEANOR DAVIS MURLIN LITSON DENIECE WON,Executive Assistant TOM WHITTAKER,Vice-Chair MARILYNN HELZERMAN ROY SOARDS KELLY PAIGE,Executive Assistant BOB BOUNEFF SY KORNBRODT CAROL TROMMLER LANA RULIEN,Administrative Assistant NATHALIE DARCY SUE LAMB - BOB WIGGIN PORTLAND METROPOLITAN AREA LOCAL GOVERNMENT BOUNDARY CMSN 800 NE OREGON ST - STE 540 (#16), PORTLAND OR 97232 (731-4093) SERVICE CHARGES I. Filing Fee: Type of Action/Unit or Jurisdiction: (A) MINOR BOUNDARY CHANGES (Annexations, Withdrawals, Transfers) for the following units $215. (1) Metropolitan Service Districts; (2) Highway Lighting Districts; (3) Vector Control Districts; (4) Rural Fire Protection Districts; (5) Geothermal Heating Districts; (6) Library Districts; (7) Road Districts. (B) ANNEXATION TO OR WITHDRAWAL OF ENTIRE CITIES FROM DISTRICTS: (1) Cities 10,000 and under $850; (2) Cities over 10,000 $1705. (C) TRANSFERS BETWEEN, ANNEXATION TO OR WITHDRAWAL FROM: CITIES. SEWER DISTRICTS OR SEWER AUTHORITIES. WATER AUTHORITIES. COUNTY SERVICE DISTRICTS OR WATER DISTRICTS INSIDE THE REGIONAL URBAN GROWTH BOUNDARY: (1) Consisting of 1 acre or less $215; (2) Consisting of more than 1 acre but less than 2 acres $375; (3) Consisting of at least 2 acres but less than 5 acres $575; (4) Consisting of at least 5 acres but less than 10 acres $850; (5) Consisting of at least 10 acres but less than 20 acres $1105; (6) Consisting of at least 20 acres but less than 40 acres $1460; (7) Consisting of 40 acres or more $1745. (D) TRANSFERS BETWEEN, ANNEXATION TO OR WITHDRAWAL FROM: PARK AND RECREATION DISTRICTS WATER DISTRICTS AND COUNTY SERVICE DISTRICTS OUTSIDE THE REGIONAL URBAN GROWTH BOUNDARY. (1) Consisting of 5 acres or less $215; (2) Consisting of more than 5 acres but less than 10 acres $375; • (3) Consisting of at least 10 acres but less than 20 acres . . $535; (4) Consisting of at least 20 acres but less than 30 acres $690; (5) Consisting of 30 acres or more $850. (Effective July 1, 1994) (E) FORMATION OF OR ADDITION OF FUNCTION TO DISTRICT WHICH INCLUDES ANY PART OF REGIONAL URBAN GROWTH BOUNDARY. CONTINUE EXISTANCE OF COUNTY SERVICE DISTRICT $2625. (F) FORMATION OF OR ADDITION OF FUNCTION TO A DISTRICT OUTSIDE OF REGIONAL URBAN GROWTH BOUNDARY: (1) Districts 500 and Under $1710; (2) Districts Over 500 $2130. (G) DISSOLUTION, JOINT DISSOLUTION AND FORMATION, MERGER, CONSOLIDATION OF DISTRICTS. DISSOLUTION OF DISTRICT AND TRANSFER OF ITS FUNCTIONS TO A COUNTY SERVICE DISTRICT $1710. (H) FORMATION OF CITY INCLUDING ECONOMIC FEASIBILITY ANALYSIS REVIEW (1) Inside Regional Urban Growth Boundary $5250; (2) Outside Regional Urban Growth Boundary $2625. (I) MERGER OR CONSOLIDATION OF CITIES $2980. (J) DISSOLUTION OF A CITY $2980. (K) EXTRATERRITORIAL SEWER AND WATER: (1) Water Line Extensions For Line 2 Inches Diameter And Under $215; (2) Water Line Extensions For Line Over 2 Inches Diameter $375; (3) Sewer Line Extensions $215. (L) WATER ALLOCATION. PRIVATE WATER AND SEWER SYSTEM FORMATION. JOINT WATER AND SEWER FORMATION: (1) Initial Water Allocation $850; (2) Water Additional Allocation Up To 10 Acres $215; (3) Water Additional Allocation Above 10 Acres $850; (4) Water Or Sewer Formation $1460; (5) Water And Sewer Formation $1680. Copying Charge 193-10-005 The Boundary Commission staff may charge for the copying of any information on file or any document of interest to any person at the rate of $.25 per page. • (Effective July 1, 1994) CLACKAMAS MULTNOMAH WASHINGTON _ . . • PORTLAND METROPOLITAN-AREA-LOCAL GOVERNMENT BOUNDARY COMMISSIO 800 NE OREGON STREET#16(SUITE 540) PORTLAND,OREGON 97232 PHONE:731-4093 June 30, 1994 TO: Units of Government Within Boundary Commission Jurisdiction and Other interested Parties FROM: Kenneth S. Martin, Executive Officer SUBJECT: Effective Date of Annexations Some confusion continues to arise regarding a part of the Boundary Commission statute relating to the effective date of a boundary change. This memo is to address that confusion and to briefly review the area of effective dates for boundary changes. .Generally speaking, minor boundary change proposals initiated by the double- majority, island or health hazard methods are effective immediately. Those initiated by the 10% registered voter, 50% land area, council or board resolution or boundary commission resolution are effective 45 days from the date of approval unless a remonstrance election is called. Both those immediate and 45-days-hence dates are, however, subject to override by election law. Specifically ORS 199.519 says if an effective date for a boundary change falls within a certain number of days of a regular election (there are four such dates spelled out in the statutes) or 90 days of a Primary or General election the boundary change shall not take effect until the day after the election. It should be noted that the restriction against boundary change effectiveness within the 90 days prior to a Primary or General election is close to absolute. Only if the territory involved in the boundary change contains no registered voters does this restriction not apply. The restriction within a certain number of days prior to a regular election, however, only applies if the affected unit of government has something on the ballot at that election. If the boundary change proposal is a city annexation which involves an automatic withdrawal from a special district, having an issue on the ballot in either the annexing city or the losing district could trigger this delay. This restriction within a certain STAFF COMMISSIONERS: KENNETH S.MARTIN,Executive Officer RAY BARTEL.Chair ELEANOR DAVIS MURLIN LITSON DENIECE WON, Executive Assistant TOM WHITTAKER,Vice-Chair MARILYNN HELZERMAN ROY SOARDS KELLY PAIGE. Executive Assistant BOB BOUNEFF SY KORNBRODT CAROL TROMMLER LANA RULIEN,Administrative Assistant - NATHALIE DARCY SUE LAMB BOB WIGGIN Units of Government Within Boundary Commission Jurisdiction & Other Interested Parties June 30, 1994 Page 2 number of days of a regular election also does not apply if there are no registered voters in the affected territory. The Boundary Commission Final Orders will attempt to identify any delayed effective date which the proposal involves. The orders will always note that they are subject to the provisions of ORS 199.519. The whole issue of delaying effective dates until after elections arose during the 1985 Legislative Session. The Secretary of State's Office introduced an omnibus bill which included this change. Prior to 1985, ORS 199.519 specified that the required delayed effective date applied for elections nurooses only. For all other purposes (i.e., delivery of services, planning and zoning jurisdiction, etc.) the changes could take place at the time specified in ORS 199 (generally immediately or within 45 days depending on how the proposal was initiated). The Secretary of State's Office believed it was not constitutional for an annexation to be effective for some purposes and not for others. So they go the Legislature to provided the delayed dates "for all purposes." One final note should be added relative to the phrase used above: "within a certain number of days." There are four election dates which affect boundary change dates, and the pertinent number of days prior to those elections varies. It depends on which of the election dates is being utilized and whether the vote is for a candidate or a measure. The attached chart is an attempt to lay out the possibilities, though for the final word it is recommended that ORS 221.120 to 221.230, ORS 249, ORS 254 and ORS 255 be reviewed. I hope this clarifies the issue of effective dates for boundary changes. If you have any questions please do not hesitate to call. KSM/Imr Attachment Units of Government Within Boundary Commission Jurisdiction & Other Interested Parties June 30, 1994 Page 3 LAST DAY TO SUBMIT MEASURE/CANDIDATE FOR ELECTION ELECTION DATES 4TH 3RD 3RD 1ST Tues. Any Other Tues Tues Tues After 1st Election Kind of Election In Mar. In May In Sept. Mon. In Nov. Date Dist. Board 61st 61st* 61st 61st* 61st Dist. Measure 61st 61st** 61st 61st** 61st City Candidate --- 70th --- 70th 47th City Measure 61st 61st** 61st 61st** 47th County Candidate --- 70th --- 70th --- County Measure 61st 61st** 61st 61st** 47th * The 70th day before this date if this is a Primary or General election date. Primary and General elections are on the May and November dates in even- numbered years. ** If a district submitting a measure to the voters on this date also submitted a measure to the voters on this date also submitted a measure to the voters at the regular election immediately preceding this one, this last day to submit becomes 47 instead of 61. Reaular Election Dates (a) The fourth Tuesday in March; (b) The third Tuesday in May; (c) The third Tuesday in September; (d) The first Tuesday after the first Monday in November. 1994 Election Dates March 22nd; May 17th (Primary); September 20th and November 8th (General) r MEMORANDUM CITY OF TIGARD, OREGON TO: Bill Monahan FROM: Ed Wegner DATE: August 8, 1994 SUBJECT: Water Time tables and Critical Supply Issues WATER SERVICES TIMETABLE AND CRITICAL SUPPLY ISSUES WEEK OF AUGUST 08-12 MSA DRAFT TO STAFF WEEK OF AUGUST 17 DRAFT TO IWB - REQUEST FOR 30 DAY EXTENSION WEEK OF AUGUST 18 SEND TO TIGARD CITY COUNCIL WEEK OF AUGUST 22-31 STAFF REVIEW WEEK OF SEPTEMBER 07-14 JOINT MEETING - IWB, TWD, TCC a. DIVISION OF ASSETS b. CIP DISCUSSION AND RECOMMENDATION WEEK OF SEPTEMBER 15-26 FINAL DRAFT FIRST WEEK OF OCTOBER CIT'S WEEK OF OCTOBER 12 IWB ADOPTION WEEK OF OCTOBER 18-25 TIGARD CITY COUNCIL WATER SUPPLY ISSUES • A player not just buy surplus water • Revamping Portland Contract • Phase II Study in progress • Regional concept: There is water reality shortage • Need Lake Oswego Contract by December 31, 1994 or extension based on negotiations with Capital Improvement Plans SHORT TERM SUPPLY/DEMAND ISSUES • Portland - We are increasing minimum purchases then have five year buy out • Lake Oswego - Cannot meet our demand Average 8.9 million gallons per day Plant Capacity 16.0 million gallons per day • Wells - 1 . 1 million gallons per day • Peak demand between July 20 - 31 was 13.6 million gallons a day ********************************************************************** TIGARD WATER SERVICE AREA PLAN PRESENT TO 3 YEARS Increase well capacity • Buy from TVWD • Increase storage • Conservation Education • Manage Portland purchases to c 7` minimize future commitment/ 4 . ta1 ) • Complete Scada System for better management of water supply 1-5 YEARS • MSA Plan adoption of financial Plan • Construction phases • Willamette water condition • Lake Oswego partnership - Existing and new • Water Comprehensive Master Plan - update REGIONAL PLAN • Need to be a player in sub-regional concepts :athy\twchntg.h20 . TIGARD WATER DISTRICT INCOME STATEMENT & BALANCE SHEET As of July 31, 1994 INCOME STATEMENT Accounts l I Prior Y-T -D I I Monthly I I Y-T- D I REVENUES 1% PY Water Sales Revenue Interest Earned 80.53 80.53 Recovered Expenditures Total Revenues 80.53 80.53 EXPENDITURES Professional Services Contractual Services Office Supplies & Expenses Advertising & Elections Dues & Subscriptions 100.00 100.00 Insurance 487.05 487.05 Total Expenditures 587.05 587.05 BALANCE SHEET ASSETS Cash& Investments 34,972.25 (506.52) 34,465.73 Net Fixed Assets Total Assets 34,972.25 (506.52) 34,465.73 LIABILITIES & FUND BALANCE Liabilities Accounts Payable 4,302.69 4,302.69 Due Other Funds Total Liabilities 4,302.69 4,302.69 Fund Balance Fund Balance 30,669.56 Excess of Rev/(Exp.) 30,669.56 (506.52) (506.52) Total Fund Balance 30,669.56 (506.52) 30,163.04 Total Liabilities and Fund Balance 34,972.25 (506.52) 34,465.73 g:\Excel\TWD\Monthly\94-5isbs.xls TIGARD WATER DISTRICT INCOME STATEMENT & BALANCE SHEET As of August 31, 1994 INCOME STATEMENT Accounts I I Prior Y- T - D I Monthly I I Y - T - D I REVENUES 1% PY Water Sales Revenue Interest Earned 80.53 111.61 192.14 Recovered Expenditures Total Revenues 80.53 111.61 192.14 EXPENDITURES Professional Services Contractual Services Office Supplies & Expenses Advertising & Elections Dues & Subscriptions 100.00 3,226.00 3,326.00 Insurance 487.05 487.05 Total Expenditures 587.05 3,226.00 3,813.05 BALANCE SHEET ASSETS Cash& Investments 34,465.73 (7,417.08) 27,048.65 Net Fixed Assets Total Assets 34,465.73 (7,417.08) 27,048.65 LIABILITIES & FUND BALANCE Liabilities Accounts Payable 4,302.69 (4,302.69) Due Other Funds Total Liabilities 4,302.69 (4,302.69) Fund Balance Fund Balance 30,669.56 30,669.56 Excess of Revenues/(Expenditures) (506.52) (3,114.39) (3,620.91) Total Fund Balance 30,163.04 (3,114.39) 27,048.65 Total Liabilities and Fund Balance 34,465.73 (7,417.08) 27,048.65 g:\Excel\TWD\Monthly\94-5isbs.xls • TIGARD WATER DISTRICT INCOME STATEMENT & BALANCE SHEET As of September 30, 1994 INCOME STATEMENT Accounts I I Prior Y-T -D I I Monthly J Y - T - D I REVENUES 1% PY Water Sales Revenue Interest Earned 192.14 120.83 312.97 Recovered Expenditures Total Revenues 192.14 120.83 312.97 EXPENDITURES Professional Services Contractual Services Office Supplies & Expenses Advertising & Elections Dues & Subscriptions 3,326.00 3,326.00 Insurance 487.05 487.05 Total Expenditures 3,813.05 3,813.05 BALANCE SHEET ASSETS Cash& Investments 27,048.65 120.83 27,169.48 Net Fixed Assets Total Assets 27,048.65 120.83 27,169.48 LIABILITIES & FUND BALANCE Liabilities Accounts Payable Due Other Funds Total Liabilities Fund Balance Fund Balance 30,669.56 30,669.56 Excess of Revenues/(Expenditures) (3,620.91) 120.83 (3,500.08) Total Fund Balance 27,048.65 120.83 27,169.48 Total Liabilities and Fund Balance 27,048.65 120.83 27,169.48 g:\Excel\TWD\Monthly\94-5isbs.xls TIGARD WATER DISTRICT INCOME STATEMENT & BALANCE SHEET As of October 31, 1994 INCOME STATEMENT Accounts I Prior Y-T -D I Monthly I J Y-T - D I REVENUES 1% PY Water Sales Revenue Interest Earned 312.97 59.10 372.07 Recovered Expenditures Total Revenues 312.97 59.10 372.07 EXPENDITURES Professional Services 10.00 10.00 Contractual Services Office Supplies & Expenses Advertising & Elections Dues & Subscriptions 3,326.00 3,326.00 Insurance 487.05 487.05 Total Expenditures 3,813.05 10.00 3,823.05 BALANCE SHEET ASSETS Cash& Investments 27,169.48 49.10 27,218.58 Net Fixed Assets Total Assets 27,169.48 49.10 27,218.58 LIABILITIES & FUND BALANCE Liabilities Accounts Payable Due Other Funds Total Liabilities Fund Balance Fund Balance 30,669.56 30,669.56 Excess of Rev/(Exp.) (3,500.08) 49.10 (3,450.98) Total Fund Balance 27,169.48 49.10 27,218.58 Total Liabilities and Fund Balance 27,169.48 49.10 27,218.58 g:\Excel\TWD\Monthly\94-5isbs.xls TIGARD WATER DISTRICT INCOME STATEMENT & BALANCE SHEET As of November 30, 1994 INCOME STATEMENT I Accounts I I Prior Y-T -D I I Monthly I I Y - T - D I REVENUES 1% PY Water Sales Revenue Interest Earned 372.07 97.28 469.35 Recovered Expenditures Total Revenues 372.07 97.28 469.35 EXPENDITURES Professional Services 10.00 29.25 39.25 Contractual Services Office Supplies & Expenses Advertising & Elections Dues & Subscriptions 3,326.00 3,326.00 Insurance 487.05 487.05 Total Expenditures 3,823.05 29.25 3,852.30 BALANCE SHEET ASSETS Cash& Investments 27,218.58 68.03 27,286.61 Net Fixed Assets Total Assets 27,218.58 68.03 27,286.61 LIABILITIES & FUND BALANCE Liabilities Accounts Payable Due Other Funds Total Liabilities Fund Balance Fund Balance 30,669.56 30,669.56 Excess of Revenues/(Expenditures) (3,450.98) 68.03 (3,382.95) Total Fund Balance 27,218.58 68.03 27,286.61 Total Liabilities and Fund Balance 27,218.58 68.03 27,286.61 g:\Excel\TWD\Monthly\94-5isbs.xls TIGARD WATER DISTRICT INCOME STATEMENT & BALANCE SHEET As of December 31, 1994 INCOME STATEMENT Accounts I ( Prior Y- T - D ( Monthly I I V- T -D I REVENUES 1% PY Water Sales Revenue Interest Earned 469.35 52.00 521.35 Recovered Expenditures Total Revenues 469.35 52.00 521.35 EXPENDITURES Professional Services 39.25 39.25 Contractual Services Office Supplies & Expenses Advertising & Elections Dues & Subscriptions 3,326.00 3,326.00 Insurance 487.05 487.05 Total Expenditures 3,852.30 3,852.30 BALANCE SHEET ASSETS Cash& Investments 27,286.61 52.00 27,338.61 Net Fixed Assets Total Assets 27,286.61 52.00 27,338.61 LIABILITIES & FUND BALANCE Liabilities Accounts Payable Due Other Funds Total Liabilities Fund Balance Fund Balance 30,669.56 30,669.56 Excess of Revenues/(Expenditures) (3,382.95) 52.00 (3,330.95) Total Fund Balance 27,286.61 52.00 27,338.61 Total Liabilities and Fund Balance 27,286.61 52.00 27,338.61 g:\Excel\TWD\Monthly\94-5isbs.xls JUNE 1994 WATER MONTHLY REPORT Revenues/Expenditures: Month of June Year to Date Prior Yr. to Date %of Budget Revenues: Water Sales $299,011.21 $3,120,853.64 $2,690,860.75 Meter Sales 30,160.00 549,295.93 304,054.12 Developer Fees 2,241.48 98,247.02 126,047.19 Other Income 7,428.28 113,443.55 125,723.72 Total Revenue $338,840.97 $3,881,840.14 $3,246,685.78 105.4% Expenditures: Personal Services $94,450.00 $858,306.20 $958,420.70 Material Services 186,212.46 1,734,641.28 1,530,193.47 Capital Outlay 85,130.75 604,138.65 339,090.00 Cap. Proj. Res. Fund 00.00 300,000.00 300,000.00 Total Expends. $365,793.21 $3,497,086.13 $3,127,704.17 75.9% SDC Fund: $33,620.00 $699,473.68 $405,185.78 227.0% Meter Installations: 5/8" x 3/4" 1" 1 1/2" 2" Total Durham 6 0 0 0 6 King City 0 0 0 0 0 Unincorporated Area 28 0 0 0 28 City of Tigard 22 1 0 3 26 Total for June 60 Work Accomplished: Durham • Water Division personnel responded to a few requests for routine pressure and meter problems. The most common meter problems consist of determining whether or not a water leak actually exists on the customer side of the meter. King City • Water Division personnel also responded to a few requests for routine pressure and meter problems within the city limits of King City. ' Unincorporated Area • Water Division personnel performed meter maintenance in various locations throughout the unincorporated area. This work involved adjusting water meters and the meter boxes to the proper grade; replacing the concrete meter box covers that were damaged; installing concrete traffic meter boxes when necessary; and replacing water meters that were stuck, broken, and fogged. • Water Division personnel installed seven 3/4-inch water services for Foxglove III, a single family residential development located on SW 146th Avenue, north of SW Beef Bend Road. • Water Division personnel continued with the relocation work of fire hydrants and water services along SW Bull Mountain Road for the Bull Mountain Road Bike and Pedestrian Path improvement project. This involved relocating and updating two fire hydrants and the relocation of one water service. • Water Division personnel repaired the PRV that failed at Site #2, which increased the water pressure to the residents in the Rose Vista area. The increase in water pressure caused some water heater pressure relief valves to open or fail. Because parts were not immediately available to repair the PRV, Water personnel installed ten 3/4-inch pressure reducing valves at the affected homes. These pressure reducing valves reduce the line pressure going into the homes. City of Tigard • Water Division personnel installed a water and oil separator; 176 feet of 6- inch PVC pipe; and tied together the storm water lines, so that they do not discharge into the Vehicle Wash Basin located in the Water Operations yard on SW Burnham Street. The 6-inch PVC pipe and water oil separator are connected to the sanitary sewer system. This will put us in compliance with DEQ regulations regarding vehicle wash discharges. This project has been a cooperative effort between all divisions of Maintenance Services. The Sanitary Sewer Division completed the final inter-tie of the storm drain system, and the Streets Division is scheduled to complete the paving portion of the project during July. • Water Division personnel installed nine 3/4-inch water services for Hillshire Estates phase 7. This development is located at the summit of Bull Mountain, north of SW High Tor Drive. • ` • Water Division personnel installed one 1-inch water service for the Oil Can Henry's located off of SW North Dakota, south of SW Scholls Ferry Road. Water Division personnel also installed two 2-inch water services for future development in this location. • Water Division personnel installed two 2-inch water services and raised one 2-inch water service at Village at Fanno Creek Park(Main Street Apartments). This finishes all of the water service installation work for this project. • Water Division personnel replaced a fire hydrant that was damaged by an under aged driver located on SW Main Street and SW Commercial Street. We have billed the responsible parties, but do not expect payment due to the fact that the driver was 15 years old, has no insurance, and the parents do not have the funds available to pay for the replacement of the fire hydrant. In case the repair bill is not paid, the costs to perform the work has been charged to fire hydrant repair and maintenance. • Water Division personnel installed the SCADA panel, to hang the RTU (Remote Transmitting Unit), at the SW Tiedeman Street PRV (pressure reducing valve) site, located on SW Tiedeman Street and SW North Dakota Street. This is the site that will reduce the pressure and control the amount of flow from the city of Portland water system. The Water crews also installed three underground conduits to carry the new cabling for the SCADA system. • Water Division personnel installed the irrigation system, from the water meter to the backflow preventer, for the Parks Division at the Maintenance Services Operations Center located on SW Ash Avenue. • Water Division personnel installed a chlorinator and eye wash station at the#2 Well site. This brings us in compliance with State mandates requiring chlorination of well water and OSHA regulations for having a chlorination station at this site. Water Consumption and Loss: Total 100 cubic feet of water purchased or produced 255,238 ccf Plus amount of water from storage during June and consumption not billed in May 80,200 ccf Total 100 cubic feet of water billed <247,770 ccf5 Net amount of water in storage < 12,000 ccf> Amount of water consumed but not yet billed < 67.000 ccf5 Total Water loss 8,668 ccf 258% Status Report: Golden Valley Construction, Inc. of Salem, Oregon started construction Monday, June 6, on the SW North Dakota Street 12-inch Transmission Main Project. The project was scheduled to be completed by July 2, 1994, but due to the additional amount of asphalt replacement, the contractor has requested, and has been granted, an extension of six days to complete the work. July 1, 1994, is still the target date for combined sewer and water billings for city of Tigard residents who are also within the Water Department's service area. Complaint Summary: We are still receiving inquiries from citizens about the joint sewer and water billing system. Number of calls: 15 to 20 last month. There is still some confusion regarding the way the water bill is calculated. The confusion stems from both the minimum ccf for the billing period and the dollar amount. The inconsistency is from the information on the back of the water bills and the way the computer system is setup to apply the minimum. The computer bases its calculations on a 61 day billing period. Number of inquiries: 5 last month. Operational Changes: No major operational changes during the month of June. VISITORS PLEASE REGISTER Date: 4tL&ttsçr Meeting: Th b Name (please printf Do you wish to speak? r (yes or no) 1S/0( °O LP1-1\ 2_ 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.