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HomeMy WebLinkAboutGeneral Fund TRUCKEE-DONNER PUBLIC UTILITY DISTRICT 141, STATEMENT OF GENERAL FUND - June 5, 1979 Bank Balance - May 29, 1979 $ 65,783.42 Truckee Electric & Water Revenue 45,253.50 Donner Lake Electric Revenue 8,972.71 Electric Connection Fees 8,200.00 Water Connection Fees 2,380.00 ,- Standby Revenue 100.00 Transfer from LAIF 137,000.00 Miscellaneous Billings Revenue 216.32 Miscellaneous Revenue 300.00 $ 268,205.95 Approved Billings 202,247.70 Bank of America - Federal Tax Deposit 3,066.07 Department of Benefits Payments: State Income Tax & State Disability Insurance Depsoit 1 ,584.49 U S Postmaster - Postage stamps 75.00 $ (206,973.26) PAYROLL 5/31/79 OT DT Standby Gross Net Black 556.80 429.14 Bennett 537.42 394.74 Boone 556.80 373.54 Chapman 729.17 520.56 Connell 795.84 562.53 Craig 34.07 596.57 422.38 Grow 1021 .44 705.89 Hossack 582.72 443.23 Jones 556.80 387.81 Lopez 948.48 651 .13 Lyson 420.48 311 .91 Marsh 699.84 501 .85 Pomponio 660.48 476.69 Reynolds 120.96 40.32 151 .20 1280.16 766.27 Rully 918.72 589.66 Seymour 1337.50 918.40 Silva 63.84 106.40 1191 .68 827.61 Slattery 750.00 542.25 Straub 948.48 651 .79 Tamietti 58.79 34.84 950.43 725.16 Waltrip 708.48 507.21 277.66 75.16 257.60 16748.29 11709.75 Temporary and Part-Time Employees: Crenshaw 522.72 385.60 Lopez 522.72 385.60 McQuary 126.15 107.09 277.66 75.16 257.60 17,919.88 12588.04 $(12,588.04) Bank Balance - June 5, 1979 $ 48,644.65 Bills for Board Approval (See Attached) (103,839 .42) Bank Balance after payment of above $(55,194.77) LAIF transfer to cover above bills-transfer to be made June 12, 1979. General Fund Balance in LAIF after transfer is made $ 645,464.46 56,000.00 Balance of account after LAIF Transfer $ 805.23 BILLS FOR BOARD APPROVAL: Gail Terry Grimes - Writing, design for annual audit, May 1979 $ 311 .23 Steinhart, Goldberg, Feigenbaum & Ladar: Reed vs. TDPUD case, 8/9/78-11/9/78 $ 12,500.00 Services rendered 1/l/78-11/10/78 in connection with legal audit $ 57,250.00 Services rendered 1/l/78 -11/10/78 in connection with Prosser Heights Well issues 5,700.00 Services rendered 1/l/78-11/10/78 in connection with future ground water problems presented 17,500.00 Costs and Disbursements 2,916.53 83,366.53 Services rendered 11/8/78-3/30/79 in connection with Trout Creek Mitigation 2,975.00 Services rendered 11/9/78-4/6/79 in connection with future ground water problems 1 ,562,22 Services rendered 11/9/78-4/6/79 in connection with closing of the legal audit and report 3,124.44 4,686.66 $103,839.42 1 JOE L...GRENIBAN r n PresSdont March 21, 1979 Board of Directors Truckee-.Donner Public Utility District P. 0. Box 309 Truckee, CA 957.34 Attention: Mr. Milton Seymour General Manager Dear Board Members: NOTICE OF _CANCELLATION AND TERMINATION OF AGREEMENT This letter will serve as notil-ication that Sierra Pacific Power Corlpany elects to cancel and terminote, dnd does hereby cancel and terminate effective upon receipt of this notice, the contract entered into with Truckee-Donner Public Utility District dated February 26, 1970, wherein Sierra Pacific agreed to sell water- stored by Sierra Pacific in Donner Lake to the Truckee-Donner Public: Utility District. Sincerely/ yours, SIERRA PACIFIC POWER COMPANY Joe L. Gremban President CERTIFIED MAIL P.0.COX 10100 /' RENO, NEVADA:39510/TELEPHONE'.702!789-4276 TRUCKEE'DONNER PUBLIC UTILITY DISTRICT pmsru=F`cEaoxauy rRucKss. C^upoRw/A ss,a^ rsL-sr*cwEsarsoos INTFK OFFICE M[p0 Cate: June 8, 1979 To: A. Milton Soymour, General Manager -~— Froni: Bob Slattery, General Foreman `,ject: Pole mounted trans former- hicis Following is a breakdown of costs, by b-id, for the 78-10, 120/240Y pole mounted distribution trans fmrtr+rs^ �,howinq the purchase price and costs, based on the no-load energizing and winding losses' PURCHASE PRICE ed1 GENERAL GENERAL McGRAW- RTE ELECTRIC PACIFIC WEDCO EDlSON 20 - l5 KVA $ 6,320.00 $ 6,529.00 $ 5,920,00 $ 6,240'00 $ 5,620.00 40 - 25 KVA 15,800'O0 l7,218'00 13°500.00 14,400'00 16,800'00 lS - 50 KVA 8,955'00 9°262.50 7,615.00 7,290'00 7,785.00 3 - 75 KVA 2,481 ' 00 2,711 '25 2,193'00 2,559'00 2,256.00 TOTAL $33,�56'00 $35,720'75 $29,228.00 $30,489.00 $32,461 '00 Cost reflecting energizing and winding losses based on the District's wholesale cost of power and p,irohase price GENERAL GENERAL McGRAW- RTE ELECTRIC PACIFIC AEDC0 EDI5ON 20 - is |(YA $14,227'00 $15.216.40 $16,658'00 g 16,840-40 $ 2U`422.O0 40 ' 25 |(VA 38"981 .60 4-4^ 186'00 43,549.20 45,708-80 42 ,084.80 15 - SO KVA 25`929. 7E, 27 ,066' 16 27,321 .75 33,279.45 30,655.25 3 - 75 KVA 6,�.)3l .02 7 ,614' 75 7,864,50 8,418,00 8,037.24 TOTAL $80,069'97 $94,883,30 $95,393.45 $104,256'25 $101 ,209'29 Based on the above figures , cost plus losses , RTE Corporation should be awarded the bid' -_- The foregoing agenda .:as mailed to the 'allowing., Doug Hann Jim Lloyd Post Office Box 758 PUBLIC EMPLOYER PERSONNEL CONSULTANTS 5588 N. Palm Avenue Truckee, Cal ifuvnia Q5734 Fresno, California 93704 Roberta Huber Post Office Box 592 Truckee, California QW-4 Karl Kutte) Post Office Box 22 Truckee, Gali %, nin 15734 Jim Maass "ost Office Box 40', Tluckee, Callfo—W -03-4 Pat suttco Post Office Box 112_� Truckee, Cal ifo-n!a "5734 Steven U . Grumer , Esq- Post Office Drawer 117 incline V! Il age , lavina 39450 Dan J . CwDk, C i v i i E"Oi"eer COOK ASSGCIATES 2060 Park Avenue Oro ville, Califurria Y5965 Dart Industries - Do" Strand Post Office Drawer i� Truckee, California 95734 Sierra Sun Bonanza Post Office Box 248 Truckee, California 957314 Tahoe Wcr !d Post Off ica Box 1 38 Tahoe ZILY , California 95730 Joe EvarB Sacramento Bee Post Mf;ce Box. 15710 Sacnanwni", Cal ifarn!a 95813 L . Martin Duffy Post GFf i c a Box 1450 Truckee, California 90734 Mike Conntll POSt OffiLO BOX 1)01 Truzkee, CyliFornia 45734 David Rossi 4191 Jane Street Redding, California ?6001 Chris Jensen K102 RADIC STATION Post Office Box 83 Kings Beach, CallfwrWo 95719 Bill Nork 950 E. Gregg Stree'� Sparks , Nevada 89131 Kathie Huns ie Post Office Box 857 Tahoe Cit-, Californ: u 95730 STATEMENT OF GENERAL FUND - June 13, 1979 Bank Balance - June 5, 1979 $ 48,644.65 Truckee Electric & Water Revenue 32,089.13 Donner Lake Electric Revenue 14,223.87 Electric Connection Fees 7,380.00 Water Connection Fees 1 ,960.00 Facilities Fees 250.00 Standby Revenue 135.00 Miscellaneous Billings Revenue 65.00 Miscellaneous Revenue 172.20 $ 104,919.85 Approved Billings $ 103,839.42 Less Unapproved Portion: Steinhart, Goldberg, Feigenbaum & Ladar (53,528.19) 50,311 .23 TDPUD-Interest on Consumer Deposits 10.28 (50,321 .51 ) Bank Balance - June 13, 1979 $ 54,598.34 Bill for Board Approval : Steinhart, Goldberg, Feigenbaum & Ladar (48,528.19) Legal matters-Balance on account Bank Balance After Payment of Above $ 6,070.15 General Fund Balance in LAIF and Public Time Deposit is $701 ,464.46. The LAIF transfer of $56,000.00 on the Statement of General Fund dated June 5, 1979 was not done as the total bills presented were not approved and there were sufficient funds to pay the bills that were approved. TRUCK.EE-DONNER PUBLIC IITTI TTY DISTRICT BALANCE APRIL"30, IJ/9 Net Change Net Change ASSETS for Month MARGINS AND LIABILITIES for htoritii Facilities, Buildings, Land: Marqins: P?ant in Service Operating margins - Cumulative Electric Plant 2,21.9,633 5,517 since 1927 i,513,570 (20,60G) Water Mart 533,332 50,7si Other equities - Profit on sale General plant 48��,065 391 of non-utility property 648,557 ^0^ ^ 6` 030 56,645 Year to date margir:s ?74,ii9y 3u,372 Plant in service 3,638,030 Less accumulated depreciation (1 .942,412) (11,710) Total Margins 2,395,225 10,312 Net Plant in Service 1,692,618 44,935 Long-Term Debt: Construction work in progress 287,O94 (982) *Electric Department - Note pay- icouired giant 3,0 7 (63) able by ;pater Geparti,:ei:i 5O,43Z 50,4112 Net Utility Plant 1,982,759 43,890 1mHA Loan 251,801 -0- REA bonds payable 348,574 -0- Mote k,!,eirable Note payable to Sierra Pacific Loan i r ofll water deapariren t 50,4112 50,4112 rower Company 51.1000 Sewer assessments payable 14,480 (439) Restricted ,14959 Funds 582,045 i 1 204 Other - Uo�:pu ter loan, i�'uct; i mat: (;39) l31 3O6 49,234 Wreen% Assets: Cash _ 884,822 (26,131) Cirrent Lis~,li ies: M„C,,�. ., Ar c„Iunts paVaalo u7��2gg (4 i ,_44) and water usage billings 236,184 (28,834) Consumer deposits payable 35,813 (4) -I.l 'F• p 'D-9 !ry `60' Accriea S'.anoil I}ies. - Payroi l taxes, ACi.l�nts receivable 5ti:nlUj 18,L�� t:,JJ f Accounts receivable, Other - L'ne Interest on, notes 413,353 5 982 T. +i,l r ri :t :�`., :i`'i 558 Ann (15,2666; 7'7 i'i^,.., •.�a:� u'i4 °ii ::� illy.JJ! L; f-`; Ln; Sp ' Crory<�� ''-;.�..��.�•- future I :ne-eXte^sift OS I,` 22,584 4,198 `�nents bo ysrem (Res"I !cted F nds 302,982 6,771 Total urreiit ns>lets 1,374,258 (74,389) p —r 3,9F,9,�#%4 'T 1i7 "r. :�`3r '.f? Li. .R:'t_:i `_ �;�8g,c�tl 3' '•�' y *� + + these + t the loan from the electric department to the water departiTelit for the land purchase. They E�ti 11 appear.. inon�thl..Y please note that iese items represerl on the financial statement to the Board. They wi 11 not be :part of the audited financial statement as all in e,"dopar4iri ntal transactions are not in- cluded in the annual financial report. I TRUCKEE OONNER PUBLIC tl1 ILL 1 DISTRICT i STATEMENT OF ' � A!W EX7EiVSES 1979 For tie month of and four „oaths ended Agri? 30, RIC DEPARTMENT Tr rf f T !IT ELECT AND IATEr2 TOTAL -LECT T T WATER LR }MBAR II t! I __- ' CLO-ent !loath Year to Data C amen+ Mon;,h >I to Ja.e Current Mon.n Year t0 Date 19 i91g ?g7g 1g78 1979 ?978 r 1979 1978 1979 1978 1979 1978 79 Revenues from Sales & Misc. 199,525 218,924 860,092 991,749 15,121 22,3�;4 62,8116 67,166 214,646 241 ,268 922,938 1,078,9?5 Standby Revenue 29,586 -0- 30,410 28,546 18,895 -0- 1°,37° 18,251 48,481 -O- 49,189 45,797 Net Revenues 229,111 218,924 890,502 1,020,295 34,016 22,344 82,225 105,417 263,127 241 ,268 972,727 1 ,125,712 ^u c! a.el "o_er 120,?A5 145.924 551,196 563,599 3,572 a,a50 1a,907 1�,Q82 123,8 7 150,374 576.?03 680,681 Operating _nenses 8,471 8,725 26,223 38,384 2,882 3;665 14,954 12,541 11 ,353 12,391 41 ,177 50,925 Maintenance= Excer;sv- 5,603 6,439 31,002 19,042 3,3110 3,077 ?,30` 11,022 8,918 9,516 40,308 30,064 s Custcme, . -ts. Expsnses: Meter reading ti?linr, 0 08 , 04 re seise yes 8,499 10,297 34,316 46,967 , s a' ,9 42 ;7- s�o ' 1 4;0 1 ,61 7 63d 3,0u4 9,y (Genera' and Administra- Q tt �r 11 1�R Z2 07� 46,0136 "! 3a, 3,408 IJ �5; U(L i4,�it2 14}JJ2 48„•23; 6!%,008 t e t1 t :ey }9L„ ! 1 f 124 3 ,8 J Q ., �/ f .t`:. iX1+e:�.. n +s1.;e �rvices 3,169 4,654 12,198 10,721 5,6C'4 ?4,339 14,420 29,113 8,773 18,993 26,618 39,834 r; [, 3 u-� 10,450 9 77) ?0,305 38,780 40,936 n IUj � 7.670 28}418 31,48h f i $ 1G6 ��- �� i ;144 853 4,138 3,516 360 1,323 (2,990 4,640 1 ,504 L,�76 1 ,148 ? t r r,,n 208 (1,474i (3,493) 3,322 - - - - 208 (1 ,474) (3,493) 3,322 na1 oca eu ._ r.,ead _ , 263 96e,o�/ r rP, G s 16a ti08 1G+;L 2 /26,8/1 863,u13 24,6un -34,�uy 84,3n7 i0J,324 1bj,114 L2s,,L1 �I : , { 64,503 24,712 163,63115, ,222 9,4?3 2 3 61,4 M?,r,.ns '' 59 156;815 nth- 7� n and 1 8 „ (-0 .7 )0,8 ler 1:'�..,iitr I� - - _ - - i2}744 17,32J IL,.SGO ,LD4 - 86 I 5 7 ir1 ?i i7 , -1 rinr v TRUCKEE-DONNER PUBLIC UTILITY DISTRICT POST OFFICE BOX 309 TRUCKEE, CALIFORNIA 95734 TEI..EPHONE 567-3896 MANAGER'S REPORT June 18, 1979 1 . General Status of the District Since the last Regular Board Meeting, there have been some minor power out- ages caused by such things as downed trees and automobile accidents. There have also been several water outages primarily in the Ponderosa Palisades area caused by a defect in the Ponderosa Palisades Booster Station. Although this defect was corrected, another water outage occurred on Friday, June 8th as a result of employee error. A water service line had been broken Friday morning, and was repaired Friday afternoon. The Water Department personnel failed to reopen all the valves they had closed to isolate the broken water service; as a result, the main line between the Ponderosa Palisades Booster and the Ponderosa Tank was closed, and did not allow water to reach the tank. The Manager and Bruce Grow corrected the situation Friday evening about 8:00 P.M. 2. Annual Report The District has received the second draft of the Annual Report from Gail Grimes, and we are in the process of editing it prior to circulation to the Board members. This will be the last opportunity to make major editorial changes. After the final draft is approved, additional changes can be made in the way of deletions or typographical errors, but major content changes will be difficult. AMS/smc