HomeMy WebLinkAboutAgenda TRUCKEE - DONNER PUBLIC UTILITY DISTRICT
POST OFFICE BOX 309
TRUCKEE, CALIFORNIA 95734
TELEPHONE 587-3896
A G E N D A
of the
BOARD OF DIRECTORS
SEPTEMBER 18 , 1973
7: 30 P.M.
1 . Roll Call
2 . Minutes of September 4, 1973
3. Bills for Boards Approval
4. Donner Lake Utility Company Proposal
5 . Long-Range Financial Forecast
6 . Surplus Land
7 . Resolution 7321 - Donner Lake Intake
MANAGERS REPORT
Executive Session
TRUCKEE - DONNER PUBLIC UTILITY DISTRICT
POST OFFICE SOX 309
TRUCKEE. CAL-IFORNIA 95734 g
TELEPHONE 567-3696
M E M O R A N D U M
TO: All Directors DATE: September 12 , 1973
FROM: Tom Paulus SUBJECT: Financial Forecast
Directors Rex Anderson, Duane Anderson, and I met last evening
and discussed tentative topics to propose at the coming board
meeting. It is the intent to place the topics in order of impor-
tance with possible deletions and then secure quotations from both
Bank of America and Bartle Wells for the individual topics below:
1. Customer and revenue projections annually to commence immediately
and run through a five-year period. Then at three year intervals to
1985 .
2 . Financing major construction from bonds in lieu of operation
profits .
3. The acquisition or incorporation of the Cemetary , Recreation and
Park, and Sanitary Districts .
4. The determination of maximum annual revenue on our investment by
the leasing of electric facilities .
S . What alternate power sources are available and are feasible?
6 . A ratio of additional employees to growth and revenue increases .
7. The purchase of the Donner Lake Utility Company, water rights and
facilities .
8. Line extension policy that will not discourage development and
not be a complete out-of-pocket cost.
ETP/mhk
Page 163
t AM Dra.tt 9/ a/ si
SUPPLEMENTAL AGREEMENT BETWEEN TRUCKEE-
DONNER PUBLIC UTILITY DISTRICT
AND DART INDUSTRIES, INC. , RESPECTING
TAHOE DONNER DEVELOPMENT
This supplemental agreement, made and entered into
this day of 1973, by and between
Truckee-Donner Public Utility District, a local public agency
of the State of California, hereinafter referred to as "the
District, " and Dart Industries, Inc. , a Delaware Corporation
authorized -to do business in California, hereinafter referred
to as "Dart_ "
W I T N E S S E T H:
WHEREAS, the District and Lakeworld Development
Corp. entered into an agreement dated March 19, 1970, recorded
in Book 509 of Officials Record of Nevada County at page 554
(hereinafter called "the 1970 agreement") to provide water
service to the Tahoe Northwoods Development (now known as
"Tahoe Donner") ; and
WHEREAS, on February 23, 1971, Dart assumed the
rights and obligations of Lakeworld under said contract with
the concurrence of the District; and
WHEREAS, circumstances have arisen which made the
parties hereto unable to guarantee that the Donner Lake water
source contemplated in the 1970 agreement will be available
to the District; and
WHEREAS , the District and Dart desire to study and
provide for alternate water sources and facilities for Tahoe
Donner should the Donner Lake water source be unavailable;
Page 164
NOW, THEREFORE, in consideration of the District
continuing to give assurances of water service to Dart and
to the appropriate public agencies as required by Paragraph
16 of the 1970 agreement and in consideration of the mutual
promises herein contained, Dart and the District agree as
follows_
1970 AGREEMENT
1. This agreement supplements the 1970 agreement,
which shall remain in full force and effect.
GROUNDWATER STUDY
2 . The District shall contract with qualified con-
sultants to conduct a geologic study of and prepare a report
on the groundwater resources within and adjacent to the
District boundaries. This study shall be commenced immediately
and shall be completed expeditiously.
3. Dart shall pay the actual cost of the study
referred to in Paragraph 2 above, up to $20,000. Dart shall
deposit said $20,000 with the District withiny/10 days from the
date of this supplemental agreement. Within #@ days of the
study' s completion, the District shall return to Dart any
portion of the $20 ,000 which was not expended.
WELL CONSTRUCTION
4 . The District shall as soon as practicable drill,
test, and outfit a well and appurtenances as described in
Exhibit A hereto to be connected to the main line serving
Tahoe Donner. The well shall have a minimum capacity of 500
g.p.m. and shall be located as close as practicable to Tahoe
Donner.
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5 . The District shall select the site or sites
for said well and appurtenances and the District shall `
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acquire the interests in land, if any, needed to construct,
operate, maintain and repair, said well and appurtenances.
6 . Should initial drilling and testing at the first
a
location selected by the District indicate that a well at that
site with a minimum capacity of 500 g.p.m. cannot be placed
into production, the District may select another site or sites
and shall carry out its obligations under Paragraph 4 above at
such other site or sites.
7 . (a) Dart shall pay the costs and expenses directly
attributable to design and construction of the facilities to be
S ` provided under Paragraphs 4, 5 and 6 above, which costs and
expenses shall include but not be limited to (a) payments to
engineers and contractors and (b) costs of acquiring the
necessary interests in lands and any necessary permits or other
entitlements of use, including but not limited to court costs,
appraisers fees and legal fees; provided, however, that the
District shall not expend in excess of $200,000 under said
T
paragraphs unless and until it has received prior written con-
sent from Dart. The District shall periodically bill Dart for
said costs and expenses incurred under said paragraphs and
shall provide Dart with supporting invoices or other documen-
tation. Dart shall pay the District the amount billed within
10 days after receipt.
(b) Dart shall establish with a California bank
acceptable to the District an irrevocable letter of credit in
favor of the District in the amount of $200,000 to assure
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payment by Dart of said costs and expenses incurred by the
District pursuant to Paragraphs 4, 5, and 6 above. Should
Dart fail to make the required payments to the District with-
in 10 days after receipt of the bills therefor, the District
may draw on the letter of credit to pay said costs and
expenses it has incurred. The letter of credit shall be
governed by the bank' s standard and reasonable requirements
and shall provide that the District may draw on it only after
Dart has failed to pay a properly documented bill within the
time limit established by this paragraph. The amount of the
letter of credit may be reduced periodcally by Dart at its
election to reflect amounts already paid to the District
hereunder, and the letter of credit shall be released when
the work to be done under Paragraphs 4 , 5 and 6 above is
completed.
(c) All invoices and payments under this para-
graph shall be subject to subsequent audit and review by Dart.
B. Upon completion of said well and appurtenances
as described in Exhibit A hereto, Dart shall, pursuant to
Paragraph 8 (a) of the 1970 agreement, convey to the District
all completed works referred to in Paragraph l (a) of the 1970
agreement. Pursuant to Paragraph 8 (b) of the 1970 agreement,
the District shall accept conveyance of these works and shall
thereafter operate, maintain, repair and replace such works
and provide water service therefrom.
9 . The parties to this supplemental agreement
recognize that the well referred to in Paragraph 4 above
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is not intended to be sufficient to serve the ultimate re-
quirements of Tahoe Donner. It is the intent of the parties
that this well shall provide partial water service and that
either (a) the Donner Lake water source contemplated in the
1970 agreement or (b) the source described in Exhibit A here-
to or (c) an alternate source or sources developed pursuant
to this supplemental agreement will be provided to meet the
additional ultimate water requirements of this area.
PROVISION OF SOURCES TO MEET ULTIMATE REQUIREMENTS
10. The parties reaffirm their intent to pursue
vigorously all steps necessary to permit them to develop and
use the Donner Lake water source as contemplated in the 1970
agreement. It is the intent of the parties that only if the
Donner Lake source does not become available in time to meet
the increasing demands of Tahoe Donner shall other water sources
and facilities, as hereinafter referred to, be provided and
constructed. It is the further intent of the parties that
the facilities described in Exhibit B hereto (hereinafter
called "the Exhibit B facilities") shall be constructed only
if an alternate source or sources and facilities cannot be pro-
vided and constructed in time to meet the increasing demands
of Tahoe Donner.
11. After completion of the well and appurtenances
referred to in Paragraph 4 above, Dart shall project quarterly
the anticipated water requirements of Tahoe Donner for the
succeeding two years based on the standards and requirements
in Paragraph 1 (a) of the 1970 agreement and inform the
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District thereof. If, at any time, the District determines
that the actual capacity of the existing water sources pro-
vided by Dart pursuant to this supplemental agreement will
be insufficient to meet the estimated demands, including
emergency requirements that cannot be met by storage, of
Tahoe Donner 18 months in the future as determined by the
District, the District shall notify Dart in writing specifying
the anticipated dates and amounts of such insufficiency.
12. If Dart, within 6 months after receipt of no-
tification described in Paragraph 11 above, does not (a) con-
vey to the District the Donner Lake facilities described in
the 1970 agreement, or (b) assure that it will provide to
the District at no cost to the District a suitable additional
water source and facilities, yielding at least 250 g.p.m. , in
time to meet Tahoe Donner` s increasing demands, the District
shall construct the Exhibit B facilities. Said facilities
shall be sized to meet a demand of 4000 g.p.m. less the
amount of water provided by the well constructed pursuant to
Paragraph 4 above and any other water sources and facilities
provided by Dart pursuant to this supplemental agreement.
13. Should Dart assure an additional water source
and facilities as permitted by Paragraph 12 above, the pro-
visions of Paragraph 11 above shall remain in effect and the
District shall give Dart a new 18 month notice before con-
structing the Exhibit B facilities. Dart shall at all times
have the option of providing and transferring to the District,
and the District shall accept, additional water sources and
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facilities meeting the requirements of Paragraphs 11 and 12
above in lieu of the District constructing the Exhibit B
facilities .
i
14 . The District shall assist Dart in locating
d
and developing additional water sources and facilities which
would delay or obviate the necessity of constructing the
Exhibit B facilities. To the extent requested to do so by
Dart, the District (a) shall obtain the necessary interests
in land and any necessary permits or other entitlements for
use, (b) shall construct, test and outfit all wells or other
source facilities, and (c) shall construct all necessary
appurtenances required to integrate the additional water
sources into the system serving Tahoe Donner. By making
such requests, Dart will be agreeing to pay the costs and
expenses directly attributable to the work requested, which
costs and expenses shall include but not be limited to
(a) payments to engineers and contractors and (b) costs of
acquiring the necessary interests in land and any necessary
permits or other entitlements of use, including but not
limited to court costs, appraisers fees and legal fees.
Dart shall establish a letter of credit in the form described
in Paragraph 7 above and subject to the provisions thereof in
an amount sufficient to assure payment by Dart of the costs
and expenses incurred by the District under this Paragraph 14 .
15. Dart shall finance construction of the Exhibit
B facilities. The District shall not expend in excess of $1.5
million for construction of these facilities without Dart' s
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prior approval. All plans and specifications for the
Exhibit B facilities and all modifications thereof, shall
be submitted to Dart for review, which will be expeditiously
carried out so as not to delay ,construction.
16 . Dart shall reimburse the District up to
$100, 000 for those operation and maintenance costs of the
Exhibit B facilities incurred by the District for a period
of S years after completion of the facilities which are in
excess of the operation and maintenance costs which would
have been incurred had the Donner Lake facilities described
in the 1970 agreement been utilized. The District shall
semiannually submit to Dart full documentation showing the
basis of its estimate of increased operation and maintenance
costs.
17. Within 10 days from the date of this supple-
__ -"_ mental agreement, Dart shall establish with a California
bank acceptable to the District, an irrevocable letter of
credit in favor of the District in the amount of $1.6 million.
The letter of credit shall be governed by the bank' s standard
and reasonable requirements and shall provide that the
District may draw on it to pay the costs and expenses directly
attributable to design and construction of the Exhibit B faci-
lities. Such costs and expenses shall include but not be
limited to (a) payments to engineers and contractors and
(b) costs of acquiring the necessary interests in land and
any necessary permits or other entitlements of use, including
but not limited to court costs , appraisers fees and legal fees.
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The District may also draw on the letter of credit to
reimburse the D' trict for the increased operation and
maintenance c ia
scribed in Paragraph 16 above. The
letter of credit shall be used only after all feasible
alternate water sources have been investigated and deter-
mined to be inadequate to meet the water needs of Tahoe
Donner.
18. The letter of credit and the obligation of
Dart to pay for the Exhibit B facilities may be terminated
by Dart if (a) Dart provides the District alternate water
sources and facilities which have a 4000 g.p.m. total
capacity, or (b) upon completion and transfer to the District
of the Donner Lake facilities described in the 1970 agreement
with all legal entitlements for use. At Dart' s request, the
District shall notify the bank in writing of its consent to
termination. If the Exhibit B facilities are constructed, the
balance of the letter of credit remaining after construction
and five years of operation shall be cancelled.
IN WITNESS WHEREOF, the parties hereto have executed
this agreement on the day and year first above written.
TRUCKEE-DONNER PUBLIC UTILITY
DISTRICT
i
By
k President, Truckee-Donner
(Seal) Public Utility District
ATTEST:
Secretary, Truckee-Donner
Public Utility District
DART INDUSTRIES, INC.
4
By
i
�. -9-
ACKNOWLEDGMENT
State of California )
ss
County of )
On this day of 1973, before
me, personally appeared
and known to me
1 to be the president and secretary of the Truckee-Donner Public
Utility District that executed the within instrument and acknowl-
edged to me that such district executed the same.
Notary Public in and for the
above County and State
State of California )
ss
County of
On this day of 1973 , before
me, personally appeared
known to me to be the of the
corporation that executed the within instrument and acknowledged
to me that such corporation executed the same.
Notary Public in and for the
above County and State
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STATEMENT OF GENERAL FUND
Bank Balance - 9-4- 73 43,087 . 84
Deposits 50 , 366. 14
Approved Billings 16 , 952 . 02
Oroville Truck & Tractor 2 mos . backhoe rental 1,473. 40
IBEW 82 . 00
Discounts (. 58)
Petty Cash 32 . 17
Tom Paulus Sac. $ Reno travel 7 . 85
Sierra Pacific 38, 305 . 86
U. S. Post Office 200 . 00 (57 ,052. 72)
PAYROLL 9- 15- 73 DT OT STANDBY GROSS NET
Silva 26 . 83 71 . 50 706. 08 599 . 08
Paulus 697 . 43 562 . 95
Reynolds 4. 99 66 . 50 603. 49 482 . 51
Grow 585 . 20 455. 37
Krajewski 575 . 00 433. 31
Lopez 33. 25 565 . 25 434 . 38
Sharp 23. 44 17. 58 539 . 12 399 . 59
Straub 464. 00 342 . 46
Connell 33. 25 387 . 65 279 . 09
Morgan 386 . 64 286 . 65
Craig 297. 60 224. 51
Kinzie 12 . 07 269. 67 216 . 89
Kirchner 227. 20 174. 24
Lopez 11. 98 171 . 58 140 . 22 (5 ,031 . 25)
23. 44 106 . 70 171. 25 6 , 475. 91
Bank Balance - 9-18- 73 31 ,370 . 01
BILLS FOR BOARDS APPROVAL
Directors 500 . 00
Paul Chamberlain 100 . 00
r George Cattan pension 258 . 75
Cook Associates ($84. 70 Donner Creek Well) 4,531 . 10
Crown Life long-term disability 214 . 96
Sunrise Clinical Lab water testing 10 . 00
O.B. ' s Board after hours meals 54. 49
Atlantic Richfield gas 123. 86
APPA elec . safety mailers 100 . 00
Allied Auto. tools , misc. 118 . 89
Alpine Business Service billing supplies 136 . 32
Alpha Hdwe. tools 56 . 95
Nevada Safety Supply ear muffs 21 . 58
Murray, Burns , & Kienlen Lakeworld 552 . 06
Martin McDonough Lakeworld ($1 , 236. 50) 1 ,495 .63
Builders Service Center Forest Service Shaft 47. 70
Truckee Tahoe Lbr. it it paint house 313. 92
McGraw-Hill subscription 6 . 00
Wyckoff Co. poles 9,965 . 85
Hap Warnke unload $ deliver poles 150 . 00
Western Auto tools 6 . 43
T $ S Constr. 5 water services 737. 50
Dictaphone tapes 17 . 43
Bruning Division map copier 26 . 50
Pacific Telephone monthly bill 322 . 64
Specialty Oxygen welding supplies 123 . 87
Standard Oil 34 . 09
Tom Paulus lunch w/REA rep. 4. 85 (20 ,031. 42)
Balance after payment of above 11 ,338. 59
Page 165
RESOLUTION NO. 7321
of the
TRUCKEE-DONNER PUBLIC UTILITY DISTRICT
LANDS COMMISSION INTAKE LEASE
BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE
TRUCKEE-DONNER PUBLIC UTILITY DISTRICT, that the manager
and legal counsel prepare , execute , and file on behalf of
this District an application to the State Lands Commission
for the lease of a right-of-way over a strip of land sit-
uated within the Northeast quarter of Section 18 , T 17 N,
R 16 E, MDM on which the intake pipeline now constructed by
Dart Industries , Inc. lies , pursuant to the Memorandum of
Understanding reached between representatives of this District ,
Dart, said Commission, and the Office of the Attorney General ,
dated August 6 , 1973.
Passed and adopted at a regular meeting of the Board
of Directors of said District this 18th day of September
1973, by the following roll call vote :
AYES: H. Loehr D. Anderson N. Stone
R. Anderson R. Waters
NOES: NONE >
ABSENT: NONE >
TRUCKEE-DONNER PUBLIC UTILITY DISTRICT
BY:
ROY ATE ES ENT OF THE BOARD
ATTEST:
CLERK THEREOF
Page 166