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HomeMy WebLinkAbout1974 12 12 Other - Blackhawk Regional wastewater treatment Plant project I I 11 1 I 1 BALANCE SHEET AND SCHEDULES (unaudited) BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT PARTICIPANTS CITY OF FRIENDSWOOD, TEXAS CLEARWOODS IMPROVEMENT DISTRICT HARRIS COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT NO. 108 11 HARRIS COUNTY MUNICIPAL UTILITY DISTRICT NO. 55 HARRIS COUNTY MUNICIPAL UTILITY DISTRICT NO. 142 OPERATOR GULF COAST WASTE DISPOSAL AUTHORITY From Inception (December 12, 1974) to September 30, 1982 It I I I I I 1 11 11 I I CONTENTS ' Page Accountants' Report 3 11 Balance Sheet 4 Summary of Expenditures and Credits 5 Expenditures by Participant and Component 7 EPA Grants by Component and Participant 9 Contributions by Participant 11 11 Expenditures by Component and EPA Grant 13 Notes to Balance Sheet and Schedules 17 I! I! I It It I I -2- I LAIRSON, WILLIAMS & CO. CERTIFIED PUBLIC ACCOUNTANTS MEMBERS 2100 W. 18TH ST., SUITE 202 AMERICAN INSTITUTE OF HOUSTON, TEXAS 77008 CERTIFIED PUBLIC ACCOUNTANTS TEXAS SOCIETY OF 713.880-0830 CERTIFIED PUBLIC ACCOUNTANTS 1 I Honorable Mayor and Members of City Council City of Friendswood Friendswood, Texas 11 The accompanying balance sheet as of September 30, 1982 and related schedules from inception to September 30, 1982 of the Blackhawk Regional Wastewater Treatment Plant Project has been prepared from the records maintained by the City of Friendswood. We have assisted the City of Friendswood in compiling the accompanying balance sheet and related schedules as follows: 11 1. We compared application of provisions of contracts and agreements to various expenditures. 2. We participated in the reconciling of expenditures on project with records of plant operator. 3. We compiled expenditures and receipts by component and participant. 11 4. We participated in computing the amount due to or from each participant. 1 Since the work performed did not constitute an examination in accordance with generally accepted auditing standards, we do not express an opinion on the balance sheet and related schedules referred to above. 11 r a a Iheleoloisiev." 1 44' I Houston, Texas January 19, 1983 -3- 11 BALANCE SHEET (unaudited) 11 BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT September 30, 1982 I ASSETS Cash $ 137 Environmental Protection Agency grant receivable $104,259 Less allowance for adjustments to project costs 104,259 -0- Due from participants Clearwoods Improvement District 34,332 Harris County Municipal Utility District No. 55 26,434 Harris County Municipal Utility District No. 142 9,162 69,928 TOTAL ASSETS $70,065 ' LIABILITIES Accounts payable City of Friendswood $56,230 11 Harris County Water Control and Improvement District No. 108 3,706 Other - Note 5 10,129 TOTAL LIABILITIES $70,065 11 I I I I -4- I SUMMARY OF EXPENDITURES AND CREDITS (unaudited) BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT I From Inception to September 30, 1982 I HARRIS HARRIS CITY OF COUNTY COUNTY TOTAL FRIENDSWOOD WCID #108 MUD #55 Expenditures - allocated based on capacity reserves or specific projects $13,046,807 $9,076,039 $106,635 $1,560,172 Contractual adjustments: April 23, 1979 letter agreement stating capital contributions for waste treatment plant 427,705 (412,166) 11 Restate access road as if all participants were grant eligible 144,038 (102,907) 1 Amount due from participants 13,046,807 9,647,782 106,635 1,045,099 Less: Payments by participants 3,555,928 1,551,479 30,702 1,018,665 EPA grants received and receivable 9,510,622 8,182,268 79,639 - 1 TOTAL CREDITS 13,066,550 9,733,747 110,341 1,018,665 BALANCE DUE (RECEIVABLE) $ (19,743) $ (85,965) $ (3,706) $ 26,434 I 1 HARRIS CLEARWOODS CITY OF COUNTY IMPROVEMENT TOTAL FRIENDSWOOD WCID #108 DISTRICT EPA GRANTS Total Grants applied for $9,510,622 $8,182,268 $79,639 $1,248,715 Less Grant Receivable , 104,259 85,612 1,893 16,754 NET GRANTS RECEIVED $9,406,363 $8,096,656 $77,746 $1,231,961 t 11 i -5- 1 I I IHARRIS CLEARWOODS COUNTY IMPROVEMENT IMUD #142 DISTRICT 1 $624,068 $1,679,893 I (15,539) I (41,131) 567,398 1,679,893 I558,236 396,846 I1,248,715 558,236 1,645,561 I $ 9,162 $ 34,332 I I I I I -6- 1 1 EXPENDITURES BY PARTICIPANT AND COMPONENT (unaudited) BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT I From Inception to September 30, 1982 II HARRIS HARRIS CITY OF COUNTY COUNTY TOTAL FRIENDSWOOD WCID #108 MUD #55 II COMPONENT Waste Treatment Plant $ 7,399,747 $4,269,085 $1,423,028 II Blackhawk Lift Station 906,069 906,069 1 Force Main 1,017,679 1,017,679 Southern Interceptor 709,876 709,876 1 Northern Interceptor 932,603 932,603 Clearwoods Pumpover 303,117 II Friendswood Pumpover 196,325 196,325 1 Access Road 713,147 411,431 137,144 Annalia 34,113 34,113 1 Clover Acres 128,735 128,735 Friendswood II Administration 25,082 25,082 Sewer Rehabilitation 680,314 445,041 $106,635 1 TOTAL EXPENDITURES $13,046,807 $9,076,039 $106,635 $1,560,172 II II 1 1 1 -7II- 1 I HARRIS CLEARWOODS COUNTY IMPROVEMENT MUD #142 DISTRICT 1 $569,211 $1,138,423 t • 303,117 1 54,857 109,715 I 128,638 $624,068 $1,679,893 • 1 -8 1 EPA GRANTS BY COMPONENT AND PARTICIPANT (unaudited) BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT I Inception to September 30, 1982 COMPONENT WASTE BLACKHAWK I TREATMENT LIFT FORCE SOUTHERN TOTAL PLANT STATION MAIN INTERCEPTOR GRANT FUNDS RECEIVED AND RECEIVABLE Preliminary design - Grant 1 $ 247,494 $ 84,703 $ 7,804 $ 8,406 $ 5,736 Design - Grant 2 256,414 155,854 15,199 16,521 11,234 Rehabilitation construction - Grant 3 359,958 Construction - Grant 4 7,131,796 5,270,490 658,949 711,304 491,053 t Plant access road - Grant 5 495,179 North interceptor and pumpover - Grant 6 1,019,781 TOTAL GRANT FUNDS $9,510,622 $5,511,047 $681,952 $736,231 $508,023 GRANT FUNDS BY ELIGIBLE 11 PARTICIPANT City of Friendswood $8,182,268 $4,663,449 $681,952 $736,231 $508,023 1 Harris County WCID #108 79,639 Clearwoods Improvement District 1,248,715 847,598 TOTAL GRANT FUNDS $9,510,622 $5,511,047 $681,952 $736,231 $508,023 I I 1 -9- I I COMPONENT NORTHERN CLEARWOODS FRIENDSWOOD ACCESS SEWER INTERCEPTOR PUMPOVER PUMPOVER ROADS REHABILITATION I $ 7,323 $ 2,613 $ 1,657 $129,252 14,538 5,287 3,304 $ 15,458 19,019 359,958 495,179 660,055 218,575 141,151 $681,916 $226,475 $146,112 $510,637 $508,229 1 $681,916 $146,112 $432,101 $332,484 79,639 $226,475 78,536 96,106 ' $681,916 $226,474 $146,112 $510,637 $508,229 I 1 ' -10- I CONTRIBUTIONS BY PARTICIPANT (unaudited) I BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT Inception to September 30, 1982 I PRELIMINARY DESIGN PHASE REHABILITATION CONSTRUCTION II DESIGN PHASE (STEP II- PHASE (STEP III- PHASE (STEP III- (STEP I-GRANT 1) GRANT 2) GRANT 3) GRANT 4) II City of Friendswood $109,651 $130,093 $ 91,256 $ 682,610 Harris County WCID #108 8,639 1,235 20,828 - I Harris County M.U.D. #55 18,731 9,120 - 958,972 IIHarris County M.U.D. #142 9,591 18,211 517,724 Clearwoods Improvement IIDistrict 4,140 1,528 13,831 278,290 TOTAL CONTRIBUTIONS IIBY PARTICIPANTS 150,752 160,187 125,915 2,437,596 EPA Grants received 247,494 256,414 359,958 7,131,796 I TOTAL $398,246 $416,601 $485,873 $9,569,392 ____= 1 11 I II 1 II 1 -11- I II I I I PLANT ACCESS ROAD NORTH INTERCEPTOR I (STEP III- + PUMPOVER ANNALEA CLOVER ACRES GRANT 5) (STEP III-GRANT 6) SUBDIVISION SUBDIVISION TOTAL $100,329 $ 323,738 $17,527 $96,275 $ 1,551,479 - - - - 30,702 II31,842 - - - 1,018,665 12,710 - - - 558,236 I25,486 73,571 - - 396,846 I170,367 397,309 17,527 96,275 3,555,928 495,179 1,019,781 - - 9,510,622 $665,546 $1,417,090 $17,527 $96,275 $13,066,550 I I I I I I -12- 11 I EXPENDITURES BY COMPONENT AND EPA GRANT (unaudited) BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT11 From Inception to September 30, 1982 II WASTE BLACKHAWK SOUTHERN TREATMENT LIFT NORTH TOTAL PLANT STATION FORCE MAIN INTERCEPTOR ' PRELIMINARY DESIGN PHASE (Step I Grant 1) Basic Engineering fees $ 131,371 $ 85,601 $ 9,836 $ 10,600 $ 7,221 II Other Engineering 29,976 27,613 377 407 277 Surveying 172,336 - - - - Other 61,550 6,330 326 25,386 8,800 II TOTAL STEP I (EPA GRANT 1) 395,233 119,544 10,539 36,393 16,298 DESIGN PHASE (Step II Grant 2) II Engineering fees 354,326 218,272 23,443 25,263 17,210 Access Road basic fee 44,553 Other 16,143 4,214 6,632 II TOTAL STEP II (EPA GRANT 2) 415,022 218,272 23,443 29,477 23,842 REHABILITATION CONSTRUCTION II(Step III Grant 3) Friendswood Rehabilitation 313,126 Harris County WCID #108 Rehabilitation 78,577II Clearwoods Improvement District Rehabilitation 91,909 TOTAL EPA GRANT 3 483,612 1 CONSTRUCTION PHASE (Step III Grant 4) Construction 8,965,971 6,628,814 831,176 895,609 610,372 II Engineering 134,379 121,169 6,670 3,277 3,263 Inspection 337,296 249,897 30,785 28,868 27,746 IIOther Engineering 51,525 9,392 - 17,962 24,171 Other 68,313 52,659 3,456 6,093 4,184 TOTAL EPA GRANT 4 9,557,484 7,061,931 872,087 951,809 669,736 PLANT ACCESS ROAD (Step III 1 Grant 5) Construction 614,861 Engineering 3,499 II Inspection 8,164 Other 39,084 TOTAL EPA GRANT 5 665,608II II -1311- I I I NORTHERN SOUTH CLEARWOODS FRIENDSWOOD ACCESS CLOVER FRIENDSWOOD SEWER I INTERCEPTOR PUMPOVER PUMPOVER ROAD ANNALEA ACRES ADMIN. REHABILITATION I $ 9,224 $ 3,295 $ 2,089 $ 2,247 $ 1,258 354 126 80 86 48 $ 608 I $172,336 8,868 69 7,902 3,869 18,446 3,421 2,238 10,235 5,175 608 172,336 21,985 7,843 4,978 986 5 357 8$ 2, , 2,990 4 2 23,517 44,553 I 348 2,735 1,365 849 22,333 7,843 4,978 47,539 8,092 4,355 482 24,366 I 313,126 1 78,577 91909 1 ,483,612 I 1,196 271 291 163 1,196 271 291 163 I 614,861 3,499 8,164 I 39,084 665,608 I I -14- 1 1 EXPENDITURES BY COMPONENT AND EPA GRANT - 2 1 1 WASTE BLACKHAWK SOUTHERN TREATMENT LIFT NORTH TOTAL PLANT STATION FORCE MAIN INTERCEPTOR, NORTH INTERCEPTOR + PUMPOVER (Step III Grant 6) 1 Construction $ 1,234,622 Engineering 22,362 Inspection 63,298 Other 7 029 11 TOTAL EPA GRANT 6 1,395,311 ANNALEA SUBDIVISION 1 Engineering 15,495 TOTAL ANNALEA 15,495 CLOVER ACRES SUBDIVISION Construction 106,289 Engineering 11,826 Other 927 TOTAL CLOVER ACRES 119,042 TOTAL EXPENDITURES $13,046,807 $7,399,747 $906,069 $1,017,679 $709,8761 1 1 1 1 1 1 1 -15- I 1 NORTHERN SOUTH CLEARWOODS FRIENDSWOOD ACCESS CLOVER FRIENDSWOOD SEWER I INTERCEPTOR PUMPOVER PUMPOVER ROAD ANNALEA ACRES ADMIN. REHABILITATION 1 $779,440 $278,599 $176,583 15,251 3,688 3,423 45,288 9,370 8,640 50,649 196 192 $23,992 890,628 291,853 188,838 23,992 $15,495 15,495 $106,289 11,826 927 119,042 $932,603 $303,117 $196,325 $713,147 $34,113 $128,735 $25,082 $680,314 axxxxxxo xxx 3x�xxx�� xx ======== ======= 3xZxxC�3 I 1 1 I I I -16- I NOTES TO BALANCE SHEET AND SCHEDULES (unaudited) BLACKHAWK REGIONAL WASTEWATER TREATMENT PLANT PROJECT September 30, 1982 11 1. NATURE OF PROJECT The City of Friendswood and Gulf Coast Waste Disposal Authority entered into a contract on December 12, 1974 to construct, operate, and maintain a regional or subregional wastewater treatment plant and related collection system. Since 1974, Clearwoods Improvement District, Harris County Water Control and Improvement District No. 108, Harris County Municipal Utility District No. 55, and Harris County Municipal Utility District No. 142 have become participants in the project. The initial phase of construction at the plant was completed in 1980. 2. ENVIRONMENTAL PROTECTION AGENCY GRANTS EPA Grant No. C481121-01-3 was awarded to the City of Friendswood, Texas on May 7, 1974 for 75 percent federal participation in the preparation of facilities plans and studies for the enlargement and modification of existing sewage treatment plant. ' EPA Grant No. C481121-02-01 was awarded jointly to the City of Friendswood, Texas and the Gulf Coast Waste Disposal Authority on May 7, 1976 for 75 percent federal participation in the preparation of plans and specifications for a new regional wastewater treatment facility and related collection system. EPA Grant No. C481121-03-01 was awarded jointly to the City of Friendswood, Texas and the Gulf Coast Waste Disposal Authority on October 1, 1976 for 75 percent federal participation in the rehabilitation construction of a sewage collection system. EPA Grant No. C481121-04-03 was awarded jointly to the City of Friendswood, Texas and the Gulf Coast Waste Disposal Authority on July 14, 1978 for 75 percent federal participation in the construction of a regional wastewater treatment plant and gravity collection system. EPA Grant No. C481121-05-01 was awarded jointly to the City of Friendswood, Texas and the Gulf Coast Waste Disposal Authority on September 28, 1979 for 75 percent federal participation in the construction of a plant access road. EPA Grant No. C481121-06-01 was awarded jointly to the City of Friendswood, e Texas and the Gulf Coast Waste Disposal Authority on March 27, 1980 for 75 percent federal participation in the construction of the North interceptor, and Clearwoods and plant pumpovers. I 11 -17- NOTES TO BALANCE SHEET AND SCHEDULES (unaudited) - 2 1 ' 3. PROPOSED ADJUSTMENTS TO COSTS ELIGIBLE FOR EPA GRANTS All engineering fees are currently under review by EPA auditors to determine if they fall within EPA regulations and guidelines. Costs totaling $424,014 have been questioned by the EPA auditors due to lack of documentation or filing requirements not being met on certain changeorders. ' 4. CONTRACTUAL ADJUSTMENTS ' On April 23, 1979 the participants in the project executed a letter agreement revising the allocation of the plant's capacity to the following: City of Friendswood 57.69% 11 Harris County Municipal Utility District No. 55 19.24 Clearwoods Improvement District 15.38 Harris County Municipal Utility District No. 142 7.69 TOTAL 100.00% Plant and access road costs have been adjusted to reflect this agreement. 5. ACCOUNTS PAYABLE ' Costs totaling $10,129, which are currently being contested by the City of Friendswood, Texas, have been included in plant costs and accounts payable at September 30, 1982. I -18-