HomeMy WebLinkAbout1998-09-14 WUCFD MINUTESDISTRICT BOARD OF THE
WATER UTILITIES COMMUNITY FACILITIES DISTRICT
(APACHE JUNCTION WATER COMPANY)
CITY OF APACHE JUNCTION,ARIZONA
REGULAR MEETING
SEPTEMBER 14,1998
The regular meeting of the District Board of the Water Utilities Community
Facilities District (Apache Junction Water Company),City of Apache Junction,
Arizona,was held on September 14,1998,at the Apache Junction City Council
Chambers pursuant to the notice required by law.
CALL TO ORDER
Chairperson Coleman called the meeting to order at 6:02 p.m.
ROLL CALL
Board Members Present:Chairperson Douglas Coleman
Vice Chairperson Anne Surra (arrived 6:05 p.m.)
Mr.R.E.Eck
Mr.Joe Durbala
Ms.Carol Urich
Mr.John Insalaco
Mr.Dietz
Staff Present:
Others Present:
Curtis Shook,District Manager
George Hoffman,Assistant District Manager
Keith Lewis,District Finance Manager
Kathleen Connelly,District Clerk
Bill Farrell,District Counsel
Doug Dobson,District Operations Manager
John White,District Accountant
APPROVAL OF MINUTES OF JULY 20,1998
)Mr.Durbala MOVED TO ACCEPT THE
MINUTES OF THE JULY 20,1998.
Mr.Dietz SECONDED THE MOTION.
VOTE:Unanimous.
The motion carried.
MOTION FOR EXECUTIVE SESSION ON MONDAY,
SEPTEMBER 14,1998
)Mr. Durbala MOVED FOR AN EXECUTIVE
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Meeting Minutes of September 14,1998
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SESSION IN THE CITY CONFERENCE CENTER NOW.
VOTE:Unanimous.
The motion carried.
meeting for an executive session.
meeting.
Mr.Insalaco SECONDED THE MOTION.
Chairperson Coleman recessed the
Chairperson Coleman reconvened the
PUBLIC HEARING ON PROPOSED FINAL BUDGET
FOR FISCAL YEAR 1998-99
)City Manager Curtis Shook briefed
the board on the item.He commented the initial budget had been presented to
them over a month ago and since then the water availability issue has come up.
Staff now proposes creating a water superintendent position and add that salary
and position into the water utility personnel system.They would like it to be
a half year position for this year for hire beginning January 1,1999,with
$30,180 added in the administration side for the position.The money would
encompass salary and benefits.
at the bottom would have to be amended.
would have to be amended.
budget begins for 1998-99.
would be for the actual fiscal year.
Chairperson Coleman asked if the totals
City Manager Curtis Shook stated they
Vice Chairperson Surra asked when this
City Manager Curtis Shook stated it
Vice Chairperson Surra asked if this
should really be a three quarter year position if i t was hired as early as
October.
Finance Director Keith Lewis stated the
year is from July to June 30.The budget does not have to be officially adopted
until October.
District Manager Curtis Shook commented
the January 1 hiring date would constitute a 6 month position.It will be a full
time position thereafter.
Vice Chairperson Surra asked if they
Water Utilities Community Facilities District
Meeting Minutes of September 14,1998
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were interested in additional money in hopes of getting the position filled now.
District Manager Curtis Shook stated
after passing the budget,advertising and interviewing they might be able to get
someone before that, but the target date is January 1, though the board may wish
to move that up.
Vice Chairperson Surra commented they
might be interested in increasing the dollars allocated in case they could hire
someone earlier than the target date.
Ms.Urich suggested adding some
additional funding,as much as $1,000,under Business Conferences,and possibly
some additional funding under Training.She added they might want to increase
Maintenance of Software since they already have an actual expense of $1,920 thus
far.She would like to see an additional $2,000 there.
District Manager Curtis Shook believed
those would be good additions.There had been an oversight on the software,and
there should be money for training and conferences for the superintendent.
Mr.Dietz asked what COLA stood for.
Distri ct Manager Curtis Shook answered
it stands for cost of living allowance.
Chairperson Coleman opened the public
hearing on the item.There being no one wishing to speak,he closed the public
hearing and reopened the item to board discussion.
Mr. Dietz asked about the approximately
$400,000 difference on the district manager's report versus the finance manager's
report on the Operating Expenses under Administration for the financial report
through August 1998.
District Finance Director Keith Lewis
stated that comes from things that have been done since the audit.One set of
figures are actual,the other set are estimated.They are still doing things
that change the original estimated figures because of the audit.
Mr.Dietz asked if the one was the up
to date version.
stated that was correct.
were incorrect.
District Finance Director Keith Lewis
Mr.Dietz asked if the other figures
District Finance Director Keith Lewis
Water Utilities Community Facilities District
Meeting Minutes of September 14,1998
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stated they are incorrect,and it was stated that those figures were unaudited.
Mr. Dietz stated he is still confused.
There is still almost a $400,000 difference and he would like to know where it
went.
District Accountant John White stated
the report on the blue paper is based on generally accepted accounting
principles,or what is normally presented in the annual financial statement.A
budget statement is more of an actual report on the cash outlays.Under the
administration portion there are several different expenditures which are not
reflected on the generally accepted accounting principles report.The two
largest ones are the bond principle cost of almost $214,000 and the
intergovernmental agreement with Pinal County for back property taxes at a cost
of $175,000.These offset liability and are therefore not included on the
generally accepted accounting principles report.
Mr.Dietz stated the one report was
then current and correct.
Vice Chairperson Surra stated they are
both current and correct;they are just two different types of reports.
District Finance Director Keith Lewis
added budget statements for a water district are entirely different from
municipal budget statements.These are private entities like businesses,the
city is not.The budget was prepared like the one for the city.
Mr. Dietz asked how the water district
was run.
District Finance Director Keith Lewis
answered it is run as a business.
District Manager Curtis Shook commented
audited statements are different from the way the city puts together the budget.
One is a representation or plan for spending for next year,the other is an
unaudited budget that is on audited format sheets that do not include some
figures due to generally accepted accounting procedures.
Mr. Dietz stated he had been confused
as he did not know the difference between the two reports.He also mentioned
that Machine Equipment on the last page is listed two or three times under
Capital Outlay,Item 27 and Item 11.He was curious as to why that was listed
three times.
District Finance Director Keith Lewis
stated Item 11 is for supply type items that you have for maintenance purposes,
Item 27 is for when something is sent out for service to someone,and under
Capital Outlay it is to go out and buy new machinery.
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Meeting Minutes of September 14,1998
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Chairperson Coleman closed the item
with no further discussion.
RESOLUTION NO.1998-001:ADOPTION OF
FINAL BUDGET FOR FISCAL YEAR 1998-99
)Chairperson Coleman called for a
motion.
Vice Chairperson Surra MOVED THAT WE
ACCEPT THE PROPOSED FINAL BUDGET FOR FISCAL YEAR 1998-99 WITH THE AMENDMENTS TO
THE AREA OF ADMINISTRATION UNDER PERSONNEL,ADDING LETTER D,WATER
SUPERINTENDENT,FOR JANUARY 1 THROUGH JULY AT $30,100 ADDITIONAL MONIES AND ONE
QUARTER ADDITIONAL TO THAT,ADD ANOTHER $15,000 IN CASE THEY GET TO HIRE HIM
SOONER FOR A TOTAL OF $45,000;AND UNDER ITEM NO.17,FOR BUSINESS CONFERENCES
AND ITEM 18 FOR TRAINING,TO ADD AN ADDITIONAL $1,000 IN EACH OF THOSE
CATEGORIES;AND AMENDING NO.21 FOR MAINTENANCE OF SOFTWARE,AN ADDITIONAL
$2,000,WITH THOSE AMENDMENTS MADE TO THE BUDGET.
Ms.Urich SECONDED THE MOTION.
VOTE:Unanimous.
The motion carried.
DISCUSSION AND POSSIBLE ADOPTION OF
REVISED CHARGES AND POLICIES FOR SERVICE
LINES AND METER INSTALLATION,
RECONNECTION FEES,METER DEPOSITS,
SERVICE REESTABLISHMENT,RETURNED CHECKS
METER REREADS AND CUT LOCK FEES
)District Manager Curtis Shook
briefed the board on this item.This is in regards to development fees.There
has been talk of water shortage.The district needs to look at drilling a third
well and developing the CAP allocation by getting it treated.These things will
cost additional monies.The board's policy is not to have the current rate
holder pay for the additional capacity where it can be avoided.Staff is asking
the board to consider the adoption of some water development fees for the purpose
of putting aside money in a capital reserve trust to continue to develop the
water utility and assure sufficient water supplies.Current platted development
will add between 1,600 and 1,800 new customers over the next three years.He
asked Doug Dobson to explain how the formula for the development fee was arrived
upon.
District Operating Manager Doug Dobson
stated he looked where he thought the district would be in three years.He
believes the system will double.A well will be needed which is currently valued
at $400,000,plus another storage tank costing $250,000.The one on the agenda
tonight has a booster station with i t and therefore costs more.That booster
station can be used for both storage tanks.A CAP water treatment plant at a
cost of $2,000.000 will be needed.That cost could be lowered i f it were
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Meeting Minutes of September 14,1998
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partnered with Mesa or Arizona Water Company.He took the amount of funds that
the district would need,divided it by the customer base,and determined the fee
to be $896.That would be for a 5/8 by 3/4 inch size meter.He used the
percentage of additional miter flowing through larger meters as the same
percentage to increase the amount for those larger meters.
Vice Chairperson Surra asked if the
monies collected can be used to recoup and pay for some of the bonds already
expended on recent additions to the system, or would they have to wait until the
building had already been completed.
District Operating Manager Doug Dobson
stated he is already looking at another well,and that process could take another
year.When he receives the okay to drill the well,he will drill it at that time
and these monies could be used to finance that well.The money he has already
put out to design the well could be reimbursed from the monies.
Vice Chairperson Surra commented the
current users should not have to pay for it by having an increase to their rates
if these fees are implemented.
DistrictOperatingManagerDougDobson
stated the new people would pay for the new development.
Mr.Eck asked if more would be coming
back to them on all of this.
District Manager Curtis Shook stated
they would.They wanted to acquaint the board with the issue and begin a public
discussion on it this evening.This fee and the other policies and procedures
will be brought back with a board meeting in two or three weeks.
Vice Chairperson Surra suggested giving
a direction to staff at this time to prepare all of the documents that they would
want to peruse and to have a public hearing as part of the agenda item.She
would like to see the public hearing published.
Mr.Durbala agreed with Vice
Chairperson Surra.He would also like to see a public hearing on this.He
suggested October 5 for the meeting.He asked if the advertising could be
accomplished in time.
District Clerk Kathleen Connel ly asked
what he meant by advertising.
Mr.Durbala meant advertising in the
paper.
District Manager Curtis Shook stated
they can find a way to bring the issue to the forefront so that the papers will
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Meeting Minutes of September 14,1998
Page 6 of 9
write about it.
Mr.Durbala wanted to make sure that
the public would have an opportunity to speak.
District Manager Curtis Shook suggested
a possible box advertisement in the local papers as well.
Mr.Eck requested they receive the
revised changes on the other items in ample time to be able to review them.
District Manager Curtis Shook stated
they would not schedule a meeting until those had been given to the board.
Vice Chairperson Surra MOVED THAT WE
SO GIVE THAT DIRECTION TO STAFF (TO PREPARE ALL OF THE DOCUMENTS THAT THEY WOULD
WANT TO PERUSE AND TO HAVE A PUBLIC HEARING AS PART OF THE AGENDA ITEM: AND THE
PUBLIC HEARING SHOULD BE PUBLISHED).
Mr.Durbala SECONDED THE MOTION.
VOTE:Unanimous.
The motion carried.
AWARD OF BID FOR 1,000,000 GALLON
STORAGE TANK )
)District Manager Curtis Shook
briefed the board on the item.The tank has been anticipated to be able to store
an additional 1,000,000 gallons.It will be located at the Public Works Yard.
District Operating Manager Doug Dobson
stated this one would include the booster station to be used in conjunction with
the additional tank required in the future.
Mr.Eck asked if there would be a
booster station as soon as this tank is installed.
District Operating Manager Doug Dobson
responded there will be a booster station with it.
Mr.Eck asked if it was included with
this bid.
District Operating Manager Doug Dobson
stated that was correct.
Mr.Dietz stated it would be finished
once they put up the other 1,000,000 gallon tank.
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Meeting Minutes of September 14,1998
Page 7 of 9
District Operating Manager Doug Dobson
stated the new tank should cost about $250,000 and he would then have two tanks
plus a booster station instead of just one tank.
Chairperson Coleman closed the
discussion and called for a motion.
Mr.Eck MOVED TO AWARD THE BID TO
SCHUFF STEEL COMPANY IN THE MOUNT OF $413,688 FOR A NEW 1,000,000 GALLON STORAGE
TANK.
VOTE:Unanimous.
The motion carried.
DISTRICT MANAGER REPORT
None.
DISTRICT TREASURER REPORT
None.
DISTRICT COUNSEL REPORT
None.
ADJOURNMENT
Mr.Dietz SECONDED THE MOTION.
)Chairperson Coleman adjourned the
meeting at 7:25 p.m.
ACCEPTED THIS 5TH DAY OF OCTOBER ,1998,BY THE CHAIRPERSON AND
DISTRICT BOARD OF THE WATER UTILITIES COMMUNITY FACILITIES DISTRICT (APACHE
JUNCTION WATER COMPANY),CITY OF APACHE JUNCTION,ARIZONA.
SIGNED AND ATTESTED TO THIS 5TH DAY OF OCTOBER ,1998.
Douglas Coleman
Chairperson
ATTEST:
Kathleen Connelly
District Clerk
Water Utilities Community Facilities District
Meeting Minutes of September 14,1998
Page 8 of 9
WATER UTILITIES COMMUNITY FACILITIES DISTRICT MINUTES
CERTIFICATION
I hereby certify that the foregoing minutes are a true and correct copy of the
minutes of the regular meeting of the Water Utilities Community Facilities
District of the City of Apache Junction,Arizona,held on the 14th day of
September,1998.I further certify that the meeting was duly called and held and
that a quorum was present.
Dated this 15th day of September,1998.
Kathleen Connelly
District Clerk
Water Utilities Community Facilities District
Meeting Minutes of September 14,1998
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