9604-01 APPLICATION FOR WATER SERVICE/WORK ORDERS
Series is used to document installations and disconnections to the water
system. Series documents installations of services, mains and hydrants; change
of service size; termination of services; and relocations of services, mains and
hydrants. Record is the application that contains work order number, location,
work to be performed, charges, applicant information, description of work,
billing information, property owner information, and other information
concerning connection or disconnect. Record may also include maps and diagrams.
Examples include installations, kill services, seawall connections, temporary
connections, and flow tests.
Record Copy? Yes
RETENTION: 10 years
9604-02 MAIN EXTENSION RECORDS
Series is used to document extensions of water mains done by petition and
private contractors (subdivision mains). Mains are extended to expand service
area or upgrade services. Series is also used to document fair-share
calculations. Records may include final costs, copy of main application,
estimates, work orders, correspondence, maps, diagrams, date completed, etc. If
money is reimbursed due to fair-share payments, record will include
billing/refund information. Series may include records for standby services.
Record Copy? Yes
RETENTION: 10 years after completion
9604-03 JOB ESTIMATE RECORDS
Series is used to estimate costs of Applications for Water Service. Record
includes work description, estimate number, date, location, organization,
description of cost estimate, backflow prevention requirements, estimate request
information, estimated costs and information on when estimate expires.
Record Copy? Yes
RETENTION: 2 years
9604-04 SYSTEM DEVELOPMENT CHARGE (SDC) RECORDS
Series is used to document payment of System Development Charges (SDC) to
other water districts. SDCs are paid to other districts for water delivered to
City of Portland customers. The Water Bureau pays the difference between the
system SDCs. Records include correspondence, payment authorizations, water
schedules and applications for service.
Record Copy? Yes
RETENTION: 3 years
9604-05 BILLING RECORDS
Series is a reference copy of bills compiled for permits issued. Record is a
copy of bills sent to applicant and includes applicant information, bill number,
project number, account number, description of work, charges, amount deposited
and amount due/refunded.
Record Copy? Yes
RETENTION: 4 years after final bill
9604-06 SPECIAL PROJECT RECORDS
Series is used to track changes to the water system caused by large capital
projects. Series documents services that are changed, removed and added during
large construction projects. Series is created to track all projects within a
specific area. Records include billing information, correspondence, maps, work
orders, adjustments, progress reports, estimates, and project status reports.
Projects include those undertaken by both private and public entities. Examples
include light rail, Oregon Convention Center, Oregon Arena Project, shopping
malls, etc.
Record Copy? Yes
RETENTION: 5 years after project completion
9604-07 HYDRANT PERMITS
Series is used to document permits issued for use of city hydrants. Record
includes date issued, permit expiration data, type of permit (annual or one
item), permit issue information, water usage, hydrant location, charges
(equipment, water or rental), deposit, comments, billing information, issuing
signature and signature of permittee. Annual permits may also include
correspondence and inspection information.
Record Copy? Yes
RETENTION: 2 years
9604-08 BACKFLOW PREVENTION DEVICE INSPECTION REPORTS
Series is used to document inspection of backflow prevention devices on tank
trucks and is created to ensure no contamination to water system. Records
include name of company, vehicle inspected, license number and signature of
water quality inspector. Reports are currently issued for 3 years.
Record Copy? Yes
RETENTION: Until expiration of report