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City of Tigard Budget - FY 1992-1993 - ~n L~+. Y eta 1• ~tr t l y) Fr t•. ~ }A 74 ,y. 'ter tom" S`1 , ~ . 1 ~.,~`i~ ~•.a Printed on Recycled Paper CITY OF TIGARD, OREGON 1992/93 ADOPTED BUDGET . BUDGET COMMITTEE Floyd Bergmann Mayor Gerald Edwards George Burgess Councilor Judy Fessler, Judy Christensen Councilor Valerie Johnson Deborah Hinton Councilor Joe Kasten Phil Westover" Councilor John Schwartz CITY STAFF -City Administrator Patrick J. Reilly Community Development Director Ed,Murphy Operations Supervisor ,Cliff Scott Library Director Irene-Ertel[ Chief of Police Ron Goodpaster City Engineer Randall Wooley Finance director Wayne Lowry City Recorder Cathy Wheately Personnel Director Janice Deardorff Admin Services/Risk Manager Loreen Edin City Attorney O'Donnell, Ramis, Crew & Corrigan Budget Cover: Summerlake.Park playstructure was erected as part of a series of park improvements funded by a five-.year serial levy approved by voters in 1990. GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget - Presen to tion . AzvaPd PRESENTED TO City of Tigard, Oregon For the Fiscal Year Beginning July 1,1991 'President Executive Director The Government Finance Officers Association of the United States and Canada (GFOA) presented an award for Distinguished Budget Presentation to the City of Tigard for its annual, budget for the fiscal year beginning July 1, 1991. In order. to 'receive this award, a governmental unit must publish a budget -document that meets program criteria as a policy document, as an operations guide, as a financial plan and as a communications medium. The aware is valid for a• period of one year only. We believe our current budget continues to conform to program requirements and we are submitting it to GFOA to determine its eligibility foranother award. CITY OF TIGAtD OREGON . City of Tigard,. Oregon Budget Message Submitted herewith is the proposed Budget and Program of Services for the City of Tigard for Fiscal Year 1992-93. The proposal provides for the continuance of current services and retains= for.the-third year - a staffing cap of 162.5 FTE. Overall, the proposed operating budget for allrfunds is $10,536,741, an increase of 4.8% over fiscal 1992. The proposal also calls for $6,996057 in capital projects. The City of Tigard operates a, series of funds, the largest being the General Fund, which -represents 40%.6f the total budget: The City operates in accord with the financial plan developed with the current city tax. base, a key general fund revenue. The expenditure growth rate,is reduced from the original .plan because of financial uncertainties associated with Ballot Measure 5., Other funds,(SanitarySewer, Storm Drainage and Gas Tax),..which support service delivery, are in-good shape. Overall, the City's financial condition is.good. The challenge before us is meeting service demands from a growing community while-preparing for financial uncertainties ;,without over-reacting. When voters approved. the current tax base in November, 1990, we pledged, the base would last for five years, presuming normal circumstances. Measure 5' has altered "normal circumstances." For example, no longer are we assured of State-shared revenues. Such revenue loss, depending upon the timing and extent,` impacts; our financial capacity. I direct my comments to the General. Fund, because at this time our concerns, are not relevant to other funds. I assume, for purposes of budget preparation, that the, State cannot continue business as usual. I see a twofold threat: First,; a reduction in State services; second,.a loss of State-shared revenues. The State has. started to announce initial service cutbacks already. The first service reductions have slight impacts. The trend is clear; the accumulative impact will-be significant. We will doubtless perform certain tasks traditionally handled by the, State without commensurate financial, support.' The situation will be further aggravated by the neglected responsibilities no one will assume. The loss of State-shared revenues seems.to be imminent. In fact, the Governor recently announced her intention to reduce funding to local government 30 to 50% during the next biennial budget. These revenues-account for 616 of our general fund revenue. More important, perhaps, is the impact on Washington County which depends heavily upon State revenues.. We simply do not know what the County will do ih response. We developed the 1993 budget within this context, We could not propose a "growth" budget because of financial threats, regardless of needs. We also rejected -a. "cutback" budget given the community's needs and the fact that we are .fiscally sound. My concerns, after all,, are speculative although, I believe, well grounded. We, thus,-. developed a maintenance-type budget, trying to continue our,existing program of services. .I recognize the diff iculties associated with maintaining staff levels in an environment of increasing, demands from a growing. population. The risk of declining service levels is high. This is ,a challenging time for local government in Oregon. The City of Tigard is up to the challenge. We are reviewing use of.existing resources to,determine whether we are pursuing the correct priorities. We are acting,with fiscal.prudence, protecting our general fund reserve in particular to provide the maximum flexibility. We are seeking efficiencies. 13125 SW Hall Blvd, P.O. Box 23397, Tigard, Oregon ,97223 (503) 639-4171. Just because we have a maintenance-type budget does not mean that we have adopted a caretaker approach. In fact, the financial climate prompts us to scrutinize our practices and seek improvements. We cannot adopt the role of a caretaker government while our community is still dynamic and growing. We, thus, have provided for " continuance of several efforts launched during'FY 1992. 1. Highway•99W Corridor Study: A task force is reviewing the proposed widening project. I provide funds in this proposal to develop a corridor plan, with the State providing the funds. If the State fails to provide such funding, the question whether the City should assume responsibility should be debated. 2. Washington Square - Lincoln Center Traffic Study: $10,000 of Tigard's funds are allocated as our share of this public-private -partnership. 3. Triangle Development: $10,000 is earmarked for formulation of development standards and $20,000 is included for a traffic study, pursuant to our agreement with ODOT. 4. Operations Site: Funds are set aside'to continue facility improvement. 5.$50,000 is included for infrastructure. improvements, as yet unspecified, within the City Center. The Council remains interested in generating development in the City Center area. The proposed appropriation is a demonstration of the City's commitment to the area. 6. Community Survey: $5,000 is recommended for aoommunity survey. The purpose is to determine the public's view of municipal services and gauge a sense of. relative value. Such useful input will assist us as we determine our priorities regarding services and-service levels. . The impulse during times like these is to defer. Deferral is not our choice. Critical issues exist regardless of the financial climate. In fact, times like these accentuate the need to. think ahead. We may not be doing .everything we would like. to accomplish, but we are .addressing.our most critical needs. To that end, the Council is reviewing the City's annexation policy, the City's role in .water delivery and source, the structure of boards and commissions and the role of citizen participation. , These are significant endeavors. As an organization, we are seeking to increase capacity, without enlarging staff. For example, during the past year we streamlined avariety of procedures. This proposed budget calls for funding of items which further our ability to deliver services'and serve the community. We' are not deferring. needed equipment and vehicular' replacement nor necessary maintenance activities. The proposed budget continue's support for the automation of the workplace involving all departments. To illustrate, eventually, police officers will prepare reports using laptop computers which allow direct data entry into the records and court systems. The integration of the GIS and Engineering computer systems will be, furthered, while making the system more user friendly so that more people. will have access. We are simply trying to do more with the same number of people. Technology is one of our strategies for doing so. The following chart compares selected budgetary indicators on a year-to-year basis: Adopted Proposed 1991/92 1992/93 % City-wide Operating Expenditures $10,050,631 $10,521,509 4.7% Personal Services as a % of Budget 68% 68% N/A Material & Serivices as a % of Budget -28% 28%• N/A Capital Outlay as a % of budget 40/6 4% N/A FTE 162.5 162.5 N/A City-wide Operating Revenue $16,380,271 $17;572,622 7.3% General Fund l Use of Fund Balance $98,863 ($121„205) N/A ..Per Capita Cost of Operation .338 -341 .9% Operating Expenditures per $1,000 A/V .$5:26 $5.28 '.4% Population 29;650• 30,835 3.0% Assessed Valuation $1,910,326 $1,990,326 '4.2% • . We operate in a context of significant change. State and regional initiatives will doubtless impact the way we do business. There is-as of this writing no clarity about the shape of things to come. We are active participants in the deliberations at the regional level, but have -a much more restricted role.at the State level. We are trying to anticipate what will'happen-and are trying to build flexibility into our•financial plan. The.'proposed budget was developed with the Council's goals and areas of concentration in mind. In 1989, the Council adopted the following seven broad goals to guide the governance of the City: COUNCIL GOALS- ;GOAL I: TO CREATE'A STRONG SENSE OF IDENTITY GOAL II: TO PARTICIPATE IN ISSUES IMPACTING THE WELL BEING OF. OUR COMMUNITY GOAL III: TO DEVELOP AND MAINTAIN A POSITIVE CORPORATE CULTURE FOR THE MUNICIPAL ORGANIZATION GOAL IV: TO PRUDENTLY MANAGE THE ASSETS AND RESOURCES' OF THE CITY GOAL V: TO PROVIDE A LEVEL OF SERVICE TO OUR CITIZENS THAT ENHANCES A HIGH QUALITY, COMFORTABLE, AND SAFE LIVING ENVIRONMENT GOAL-VI: TO STRENGTHEN THE*OUALITY'OF INTERACTION WITH OUR CITIZENRY GOAL VII: TO PROMOTE•A BALANCED ECONOMY AND ENHANCE THE VITALITY OF THE COMMUNITY . Each year the Council selects certain projects which support the broader, longer term goals, assigning these areas of concentration priority status. COUNCIL STATEMENT OF PRIORITIES 1992-1993 COMPLETE THE MISSION OF THE 99W TASK FORCE WORK WITH THE TIGARD WATER DISTRICT IN PURSUIT OF A LONG-TERM WATER SUPPLY FOR THE COMMUNITY . PURSUE CONSOLIDATION WITH WATER DISTRICTS, TOWARDS HAVING ONE WATER PURVEYOR FOR THE CITY OF TIGARD CONTINUE IMPLEMENTATION OF COMMUNITY POLICING DEVELOP A COMPREHENSIVE LONG-TERM FINANCIAL PLAN BROADEN COMMUNITY PARTICIPATION, RESTRUCTURING BOARDS AND COMMITTEES TO ENCOURAGE PUBLIC INVOLVEMENT DEVELOP AND IMPLEMENT A PROACTIVE ANNEXATION STRATEGY COMPLETE THE FOLLOWING TRANSPORTATION-RELATED PROJECTS: DETERMINE A FUTURE CONNECTION- BETWEEN THE WALNUT/132ND INTERSECTION AND- THE GAARDE/121ST INTERSECTION INITIATE A SUB-AREA ANALYSIS EVALUATING OPTIONS TO THE WIDENING OF 99W, AS RECOMMENDED BY THE 99W TASK FORCE EVALUATE IMPACTS OF THE WESTERN BYPASS STUDY RECOMMENDATIONS CONDUCT A SHORT-TERM TRANSPORTATION PLAN FOR THE DIAMOND AREA THROUGH A-PUBLIC-PRIVATE JOINT EFFORT PROMOTE INVESTMENT IN THE CITY CENTER THROUGH.'COMPLETION -OF 'INFRASTRUCTURE PROJECT SELECTED IN CONCERT WITH CITY. CENTER INTERESTS FORMULATE A GENERAL COMMERCIAL' DEVELOPMENT%REDEVELOPMENT STRATEGY FOR THE CITY CENTER, TRIANGLE AREA, DIAMOND AREA AND 99W- CORRIDOR, A FIRST PHASE OF A'LONGER-TERM STUDY In closing, I would like to thank the City of Tigard for their support of the City and continuing contributions to the community's well being. The City of Tigard is fortunate to have a talented, committed staff, dedicated to providing the best possible public service. Their contributions to the budget are to be praised. atrick J. ity Admi rator 1992/93 Adopted Budget City of Tigard, Oregon TABLE OF CONTENTS Page No BUDGET INFORMATION Readers Guide 1 Budget Process . 2 Budget Amendment Procedures 2 City Information 4 Organization Structure 5 Fiscal Policies 5 Organization Chart 8 Property Tax Summary 9 Measure Five'. 10 Tax Base History 11 Assessed Valuation 12 Program Budget Matrix 13 Fund Baiance'Projections: Governmental Funds -16 Special.Revenue Funds 17 Proprietary Funds 18 Five Year Projection - General Fund 19 FUND REVENUE Revenue Summary : All Funds 21 General Fund- 23 Enterprise Funds:. 28 Sanitary Sewer'Fund 29 Storm Sewer Fund' 30 Special Revenue Funds: 31 Criminal Forfeiture Fund 33 State Gas Tax Fund 33' County Gas Tax Fund 34 Water Quality/Quantity Fund 34 Traffic Impact Fee 35 Streets SDC Fund 36 Parks SDC Fund 36 Debt Service Funds:. 37 General Obligation Debt Service Fund 39 Bancroft Bond Debt Service . 40 - Certificates Of Participation 40 1992/93 Adopted Budget City of Tigard, Oregon TABLE OF CONTENTS Page No Capital Projects Funds: 41 Special'Assessment CIP Fund 42 Road Bond Capital Improvements Fund 42 Park Levy CIP'Fund 43 PROGRAM EXPENDITURES Program Budget Organization 44 Expenditure Summaries by: Category 47 Program 48 Fund Type 49 Operating Budget History 50 Total Operating Budget Summary 51 Community Services Program (1000) 52 Police: 54 Administration . 55 Operations, 57 Detectives 59 Support Services 61 Traff ic ' 63 Library 65 Education Services 67 Social Services 69 . Park Maintenance 70 Field Operations (2100) 72 Administration 74; Sanitary.Sewer, 76 Storm Sewer, 78 Streets 80 Shops Services 82 Property.Management 84 Development Services (g200). 86 Community Development: 88 Administration 89 Building Inspection 91 Current Planning 93 Advance Planning - 95 Engineering 97 Street Lighting & Signals ..99, 1992/93 Adopted Budget City of Tigard, Oregon TABLE OF CONTENTS Page No Policy and Administration Program (3000) 101 City Administration: 103 Mayor & City Council 104 City Administration 104 Personnel 107 Finance: 109 Finance/Purchasing 110 Computer Systems 112 Accounting 114 Administrative Services: 116 Rist'Management 11.7 Office Services 119 Records 121 Municipal Court 123 General Government Program (4000) 125 City Wide Support 127 City Attorney 128 Debt Service Program (5000) 129 'Capital Project Program (6000) 135 Contingency/Reserves Program (7000) 139 APPENDIX Glossary of Budget Related Terms 140 Advisory Committee Members .143 Staffing Summary .147 Schedule of Capital Equipment 148 Salary Schedules 154 City Map, 157 (This page intentionally leh blankl t 6 ` „r::-` " "„j. 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I"- f "r-i .t ~t 'y„ '.h ,rr: : ...z tr,:9-• ^,?^^s,. _ _ ° eS, i,c", `V ,"nr-o'!4 Y'T"P, ,.,4,, .feI:,,, ,04 Ak.,i`^"•;'6,:r._„„ar ',r« vrY"'.'6•l` ski}f` `ji"~' F: i- `r `t:" :5" y: P ' - i' y y;-V I'+ , " 1992/93 Adopted Budget City of Tigard, Oregon Readers Guide to the City of Tigard Budget Document The budget document describes how the City of Tigard's government plans to meet,the- needs of the community and is a resource for citizens interested. in learning more about the operation of their City' government. The City of Tigard's 1992/93 budget document is divided into four major sections as outlined below: Budget Information ' The Budget Information section provides an organizational chart of City Government, describes the program budget matrix and process and details-budget policies established by City Council and the ` Budget Committee. Also included are graphs and tables detailing the history of property tax rates and levies and financial statements for the various funds showing projected ending fund balances: Fund Revenue The fund revenue section provides summary and detail information about, each fund and revenue source. Program Expenditures The Program Expenditures section includes proposed appropriations and explanatory material for "each budget' unit within each department. Program.goals and objectives, as well as performance measures, are provided for each budget unit with summaries,for each program. Appendix } The Appendix section contains a variety of other, budget related information to.assist.the reader's understanding, such as salary, schedules, staffing summary and glossary of terms used in-the budget. Also included, is a schedule of capital equipment and a_ listing of various board and- - committee members.. I " l r ' 1992/93 Adopted Budget City of Tigard, Oreon 1992/93 Budget Process The Budget Process followed in the preparation of this budget complies with local budget law established by the State of Oregon. The process and calendar of events leading up to adoption of this budget are as follows: January 1992 Department managers begin assembling budget requests for review by the Finance Director., February 1992 Requested budgets for each-budget unit are submitted'to.the Finance Director along with supporting documentation. • Finance Director prepares revenue estimates for coming year. April 1992 Balanced requested budget is submitted to the City Administrator.: Budget negotiations between Department Directors, City Administrator and Finance Director take place. May 1992 City Administrator proposed 1992/93 budget submitted to the Budget Committee for deliberation. Several public meetings are held"after which, the proposed budget as. amended is approved by the Budget Committee. June 1992 A public hearing before,City Council is held Wallow citizens to comment on the approved budget. After the. public hearing, the 1992/93 budget is adopted by-City Council resolution. July 1992 1992/93 adopted budget becomes effective. Oregon local, budget law allows public input and participation throughout the process. All Budget Committee meetings are open to the public and are advertised as such: Advertisement of the public hearing prior to City Council adoption includes a summary of the budget as approved by the -Budget Committee. The. proposed budget submitted to the Budget Committee in May and the approved budget submitted to the City Council in June are available to the public prior to such meetings. Budget Amendment Procedures Oregon local budget law sets forth procedures to be followed _to ,amend the budget as events occur after budget adoption. The type of events determine the procedures to be'followed. The adopted.budget appropriates certain funds for contingencies in each'fund to be used. at the discretion-of the goveming body. Contingencies.in.each fund can only'be appropriated4of specific unforeseen events by approval of -a resolution by City Council. Specific appropriations of contingencies may include funding for service..level policy changes, unforeseen catastrophic events or redirection of resources. 2 1992/93 Adopted Budget Local budget law provides that certain other budget changes may be made by:the governing body without. budget committee action.- Such. changes include: , • Award ;of a grant for a specific purpose. • Refunds of prior expenditures: ; • Voter approved bond sales. • Expenditure of special- assessments. • Expenditure of insurance proceeds. Most other budget changes,after budget adoption require a supplemental budget. A supplemental budget can be acted on by City Council at'a regularly scheduled meeting. If, however, the supplemental budget includes any changes greater than 10%. in any fund, the supplemental, budget must be published prior to the meeting. If, at least ten taxpayers request, in writing, within ten days of the notice, the Council must refer the supplemental budget- to -the Budget Committee prior. to 'consideration and action. . The Council typically considers a supplemental budget each year in January to recognize audited beginning, July 1, fund balances and any changes in revenue expectations. The Council also considers additional appropriations to deal with unexpected events.. THE BUDGET. CYCLE Budge Y, R .;.;:nests':!::':> Sut;;Budget Requests;; tv' riai ce t3Irector'! FrabceD#reci >F?re F?e.,....::: R''ever ue Est mates: i~ear~rrertt;;: , R 6d Budget to< Caohiittee >He ran tE7 P 6d oesinta> J E~€e et. 910 torte X1. 7. JANUARY FEBUARY MARCH APRIL MAY JUNE: JULY 3 1992/93 Adopted Budget City of Tigard, Oregon City Information The City of Tigard is located in eastern Washington County just twelve miles southwest of Portland, Oregon. Tigard was incorporated in 1961 with a population of 1,084 and has been one of the fastest growing cities in Washington County. Tigard is the twelfth largest city in the State with a current population of approximately 30,000. Tigard's proximity to the Portland Metropolitan area provides its citizens with many diverse employment opportunities.. Over 74,000 jobs are located within a ten minute drive from Tigard. The unemployment rate in the Portland Metropolitan area is approximately 7.6 percent as of March 1992, compared to the national average of percent. The top ten employers in the Portland Metropolitan area (as of January 1992) are: Number of Employees (full and part time) 1. Fred Meyer 9,400 2. Tektronix 7,300 3. Legacy Health Systems . .5,834 4. Kaiser Pemanente 5,465 5. US Bancorp 5,373 6. Sisters of. Providence Health Care Systems 4,413 7.' Intel 4,050- 8. US West 3,598 9'. Safeway Stores 3,569 10. James River Corporation 3,400, (Source: The 1992. Book of Lists by the Business Journal) 4 .1992/93 Adopted Budget City of Tigard, Oregon Organizational Structure The City of Tigard is governed by an elected mayor and four council members who comprise the City Council. The City's Charter establishes the Council/Mayor form of government. Each member of the City Council is elected to serve a. four-year term. The Mayor presides at Council meetings and is elected at-large for a four-year term. Council members and the Mayor perform this community service without compensation. The Mayor and Council provide community leadership, develop policies to guide the City in delivering services and achieving community goals, and encourage citizen awareness and involvement. The City Council appoints the City Administrator, administrative head of the City government. The City Administrator is responsible for ensuring Council policies are implemented using resources appropriated by the Council to achieve desired service results in the community. The Mayor and Council are responsible for establishing City policies. City services provided are as follows: • Police • Library • Road and street maintenance and construction • Sewer and storm"drain maintenance and construction • Park facilities and maintenance • Community development activities, including the following: • Planning • Building inspection Engineering Fiscal Policies The City of Tigard has an important responsibility to its citizens to carefully account for public funds, manage 1 municipal finances wisely, and plan adequate funding of services and facilities desired and. needed by the public. Our purpose in establishing -a for set of fiscal policies is to ensure that the public's trust is upheld...- With such fiscal policies, .the City will be establishing the framework under which it, will conduct its fiscal affairs, ensuring that it is and will continue to be capable of funding and providing outstanding local government services. The objectives of Tigard's fiscal policies are as follows: To enhance City Council's policy-making ability by providing accurate information on program and operating • costs. • To assist sound management of the City government by providing accurate and timely information on current and anticipated financial conditions. • To provide sound principles to guide important decisions of the Council and management which have significant fiscal impact. • To set forth operational principles which minimize the cost and financial risk of local government consistent with.services desired by the public, • To employ revenue policies which prevent undue or unbalanced reliance on any one source, distribute.the cost of municipal services fairly and provide adequate funds to operate desired programs. 5 1992/93 Adopted Budget • To provide and maintain essential public facilities, utilities, infrastructure, and capital equipment. • -To protect and. enhance the City's credit rating. • To insure that all surplus cash is prudently invested in accordance with-the investment policy adopted by the Council to protect City funds and realize a reasonable- rate of return. Revenue Policy • A diversified and stable revenue system will be maintained to shelter the government from short-run fluctuations in any one revenue source. • One-time revenues will be used only for one-time expenditures. The City will avoid using temporary revenues to fund mainstream services. • All revenue forecasts shall be conservative. • Regular reports comparing actual to budgeted revenues will be prepared by the Finance Department and presented to,the City Administrator.- All City funds shall be safely invested to provide a sufficient level of liquidity to meet cash flow needs and to provide the maximum yield possible in that order. One hundred percent of all idle. cash will be continuously invested. • The City will maximize .utilization of user charges in lieu of property taxes- for services that can be individually identified and where the costs are. directly related to the level of service. User fees will be - reviewed each year to ensure that related costs are recovered in accordance with City Council, Policy. Operating Budget Policy • Regular reports comparing actual to, budgeted expenditures will be prepared by the Finance department and be distributed to the City Administrator. • Departmental objectives will be integrated into the City's annual budget and monthly departmental reports. • Before the City-undertakes any agreements that create fixed costs, both operating and capital, the implications -of such agreements will be fully determined for current and future years. All non-salary benefits, such as social security, pension, and insurance; will be estimated and their impact on future budgets assessed annually. Cost analysis of salary increases will include the effect of such increases on the City's share of related fringe benefits. • The City will annually submit documentation to obtain the Award for Distinguished. Budget -Presentation from the Government Finance Officer's Association'(GFOA). • The operating budget.will be constrained to the total increase approved by the Budget Committee and adopted by City Council. Capital Improvement Policy • Systems development charges (SDC's) will be used for infrastructure capacity expansion and improvements including in-house engineering and design. 1992/93 Adopted Budget Future operating costs associated with new capital improvements will be projected and included in the operating budget, forecast. • The City will determine and.use the most effective and efficient method for financing all new capital projects. Special funds dedicated for capital improvements will be segregatedtin the accounting system and used only for the" intended capital purposes. Accountinq Policy • The City will maintain high standards of accounting. Generally accepted accounting principles (GAAP) will be used.in accordance with the standards developed by the Governmental Accounting Standards Board . and endorsed by the Government Finance Officer's Association (GFOA). • An independent annual audit will be performed, by a public accounting firm which'will issue an official opinion"on the'annual financial statements and management letter detailing areas that need improvements. Full disclosure will-be provided,in the financial statements and- bond. representations. Financial systems will be maintained to monitor expenditures and revenues on a monthly: basis, with' thorough. analysis. The accounting system will,provide monthly information,about cash position and investment performance. The- Citywill annually submit documentation to, obtain the Certificate of Achievement for Excellence in Financial Reporting from GFOA. Debt Policy • Capital projects financed through: bond proceeds, shall be financed for a period not to exceed the useful life of the project. • Long-term borrowing will be confined to capital improvements too large to be financed-ffom current revenues. • Issuance of Assessment Bonds will be pursued to finance local improvement,disiricts approved by City Council. Bond Anticipation Notes will be used as needed to finance construction of local improvements. Reserve Policy • The City will maintain an unallocated fund balance or retained earnings equal to or greater than three months of general operating expenditures or expenses. This reserve will be calculated, based on the adopted annual, operating budget of the City. - These funds will be used to avoid cash-flow interruptions, generate interest income, reduce need for short-term borrowing,.'and assist in maintaining an investment grade bond rating capacity. 7 Organization Chart July 1, 1992 Municipal Court City Council Boards & Committees City Attorney City Administration Personnel City Recorder Comm Involvement Police Library Admin Services Field Operations Comm Development Engineering Finance 00 Administration Reference Rlsk Management Sewer Building Insp Cap Improv Accounting Petrol Readers Services Office Services Storm Current Planning Develop Review Computer Systems Investigation Support Services Records Street Advance Planning Purchasing Supports ervfces Educ Serv Municipal Court Parks Traffic Shops Prop Mgmt 1992;93 Adopted Budget City of Tigard, Oregon Property Tax Summary, Actual Actual Actual Proposed Adopted 1989/90 1990/91 1991/92 Tax information 1992/93 1992/93 Property. Taxes 2,420,865 2,566,282 3,580,449 General Fund Tax Base 3,795,275 3,795,275 350,000 350,000 Parks Serial Levy 350,000 350,000 248,832 259,548 238,450 Civic Center Devt Service 249,925 249,925 1,135,000 1,057,015.1 1,001,260 Road Bond. Debt Service 1,150,485 1,150,485 3,804,697, 4,232,845 5,170,159 Total Tax Levied 5,545,685 5,545,685 Assessed Values .1,326,114,462 1,423,135,772 1,588,084,841 Beginning 1,910,326,437 1,910,326,437 29,347;310 104,949,069 262;241,596 Est Market Value Increase 65;000,000 - 60,006,000. 60,000,000 Est New Construction 80,000,000 80,000,000 2,674;000 Annexations. 1,423,135,772 -1,588,084,841 1;910,326,437 Total Assessed Value 1,990,326,437- 1,990,326,437 Tax Rates!$1,000 AN . 1.78, 1.68 1.91 General-Fund Tax Base 1.94 1.94 0.23 0.18 Parks Serial Levy 0.18 0.18 0.18 0:17 0.13 Civic Center Devt Service 0.13 0.13 - 0.83 - 0.69 0.54 Road Bond Debt Service 0.59 0.59 2.79 2.77 2.76 Total. Estimated Tax Rate 2.84 2.84' } Est Tax per Household ($100,000 Avg Home). 178.00 168.00 191.00 General Fund Tax Base 194.00 194.00 23.00 18.00 Parks Serial Levy 18.00 - 18.00 18.00 17.00 1300 Civic Center Devt Service 13.00 13.00 83.00. 69.00 54.00 Road Bond Debt Service 59.00 59.00 Total Estimated 279.00 277.00 276.00 Tax per Household 284.00 .284.00 9 1992/93 Adopted Budget City of Tigard, Oregon Measure Five July 1, 1991, a measure limiting property taxes for non school taxing jurisdictions to $10 per $1,000 of assessed value, went into effect. As a result, the combined non school rate on a taxpayers bill cannot exceed $10 per $1,000. If, the combined rate on•a property exceeds the limit, each levy-will be reduced by the Assessor on a pro rata basis so that the limit is not exceeded. As a result, measure five has potential to cause local governments to lose tax revenues. Due to the City Council's longstanding goal to keep tax rates low, Tigard is fortunate to be in the portion of the County in which the total combined non school tax rate is below the $10 limit. City property tax revenues are not expected to be significantly effected by the limitation in the near future. A comparison of Tiigard's property tax rates with surrounding cities. follows: . Comparison of City Property Tax Rates -::::i<;;x:<::•:'•#%. 25. MM ::vcc'' :tax;:.::?: x`r.:?> • n.. •i}:•f :•ii•i::::ni:::.}: v:.v:: ..v: wv..-.n: ~:i= ;y i' f•'fr:S•'C' 1 1 'loll 'loll 86/87 87/88 88189 89190 90/91 91/92 'Fiscal Year Portland Sherwood Tigard Tualatin Beaverton Fiscal Comparison of City Property Tax Rates Year _ Portland , Sherwood _ Tigard Tualatin- Beaverton 86/87 8.70 3.48 1.94 4.76 4.56, 87/88 7.42 3.43 2.03 5.24 4.41 88/89 7.40 4.13 1.98: 4.07 4.39 .89/90 7.18 4.15. 2.79 4.00 4:19 90/91 8.80 4.40 2.77 5.38 4.67 91/92 7.96 3.45 2.76- -4.68 4.05 10 1992/93 Adopted Budget City of Tigard, Oregon Tax Base History Property taxes are-the largest source of revenue in the General Fund, accounting for nearly 45% of current revenues. The. tax base can only be increased in three ways: 1. Tax base is allowed by statute to grow at a rate of sic percent per year with budget committee approval. 2. Annexation of unincorporated areas. Prior year tax rates are applied to the assessed value of annexed area(s) to arrive at increase. 3. Voters may elect to increase tax base. Such ballot measures can only be voted on, at general elections in even numbered years: The City's tax 'base history is shown below: Property Tax Levy 4 3 f 3- - - 1.5 00000 20 87/88 am 89"90 9491 91/92 9293 Reel Year Data presented in graph on property Tax base increases have occurred since 1981 as follows: , tax levies is as follows: Amount of Fiscal Tax Year Increase Year Levy 87/88 2,216,441 1981 Voter approved 328,000 88/89 .2,279,239 1986 Voter approved 861,000 89/90 2,420,865 1987. Annexation 280,000 90/9,1 2,566,282 1988 Annexation 66,000 91/92 3,580,449 1991 Voter approved 860,000 92193 3,795,275 1992/93 Adopted Budget City of Tigard, Oregon Assessed Valuation Assessed values of properties in the City are determined by the Washington County Assessor at the beginning of each fiscal year, July 1. Taken into consideration are increases in assessed value due to market conditions and value of new construction. Oregon's property tax system is based on dollars levied and not tax rates, therefore increased values have the effect of lowering property tax rates, not changing the amount of taxes that can be levied. Assessed valuations for the past five fiscal years are presented below: Assessed Values " t. t. ; t. t °i o - - - E 'E 0.8- 0 0 88189 8N90 90/91 91192 92M Fiscal Year Fiscal Assessed Year Value 88/89 1,326,114;462 89/90 1,423,135,772 90191 11588,084,841, 91/92 1,910,326,437 92/93 1,990,326,437 12 1992/93 Adopted Budget City of Tigard, Oregon Program Budget Matrix The City of Tigard budget process estimates revenues by fund and expenditures by,program.' As a result, there is not an obvious link between budget unit activities and sources of revenues funding those activities. The Program Budget Matrix is a tool used by the city to bring together revenues and expenditures and describe relationships between program units and various funds. The Program Budget Matrix, shown on the following pages, is designed with individual budget units and program subtotals down the left hand column. Each fund is listed -across the top of the page. The,proportion of each budget units' funding support . is shown in the appropriate funds' column. The total for budget units and programs is shown in the far right column, and the total for each fund is shown on the total budget line. in each column. Although technical in nature, the Program Budget Matrix provides the reader with a capsulized version of the budget and a wealth of.other information: The Program Budget Matrix relationships are derived from historical, and current work flow, information. Tasks within each budgef unit, related to specific funding sources are estimated and the resulting proportion of costs are in effect charged. to the appropriate fund. The relationships between funds and activities are reviewed and revised each year; as necessary. The Resolution to. adopt the. Budget for 1992/93, approved by the City Council on June 9, 1992 was substantially presented. and acted on in the form of the. Program Budget Matrix. The, City's Budget is therefore adopted on a program by fund basis, not by line item. This method of Budget Approval meets the requirements of Oregon's Local Budget law and offers flexibility in the management of City operations. The unappropriated balance in the General Fund is the balance necessary to fund General Fund operations until tax revenues are received -in' December. According to Oregon Local Budget Law, this, amount cannot be appropriated in the fiscal year; therefore making it available for appropriation in future years.. The City uses the balance as the core reserve in the City's 5-year financial -plan. 13 City Of Tigard, Oregon Program Budget Matrix 1992/93 Adopted Budget General Sanitary Storm Criminal State Gas County Traffic. Budget Units Fund Sewer Sewer Forfeit Tax Gas Tax Imp Fee' Police 3,591,896 18,764 Library 837,231 Education Services 59,169 Social. Services 50,000 Parks Maintenance 324,884 Total Community Services 4,863,180 18,764 Administration 15,344 24,722 22,128 42,828 Sanitary Sewer 354,355 Storm Sewer • 269,280 Street Maintenance 53,700 330,631 149,462 Shops Services 15,723 25,334 22,675 43,887, Property Management 58,025 29,013 29,013 59,784 Total Field Operations 89,092 433,424 396,796 477,130 149,462 Administration. •153,171 9,010 9.010 9,010 Building inspection 382,834 20,582 8,233 Current Planning 273,542 Advance Planning 381,874 _ Engineering 449,119 42,375 28,336 75,025 49,137 Street Lighting 258,000 Total Development Services 1,640;540 51,385 57,928 342,035 57,369 Mayor & City Council 27,320 6,524 2,448 3,672 836 City Administration 200,709 47,929 17;985- 26,977 6,145 Personnel 102,381 24,449 9,174 13,761 3,134 Finance 188,634 158,632 72,576 22,694 11,347 Administrative Services 641,801 29,539 29,539' Total Policy & Admin 1,160,846 267,073 131,722 67,104 21,463 Non Departmental 198,333 47,362, 17,772 26,658 6,072 Total Operating Budget 7,951,991 799,243 604,218 18,764 912,927" 176,997 57,369 Debt Service General Capital Improv 154,684 30,043 26,920 92,271 Capital Improvements 1-,072,599 776,530 747,393 843,384 Contingency 500,000 250,000 170,000 100,000 7,956 -100,000 Equipment Reserves. .50,000 .250,000" 75,000 Total Budget 8,656,675 2,401,885 1,652,668 18,764 1'1852,591 184,953 1,000,753 Less Total Revenue 10,002,462 ' 2,401,885 1,652,668 18,764 1,852;591 184,953 1,000,753 Unappropriated 1,345,787 (0) 0 (0). 0 (0) Estimated 92/93 Revenues' 7,985,470 1,204,250 714,600 400 1,423,700 143,200 •894,000 Esimated 92/93 Beginning Balance 2,016,992 1,197,635 938,068 18,364 428,891 41,753 106,753 Estimated Total Revenue 10,002,462 2,401,885 1,652,668 18,764. 1',852,591 184,953 1,000,753 14 Streets Parks Water G/O Bond' Bancroft Certif LID Road Bond . Park Levy Total SDC SDC Quality Debt Bond Debt Of Partic CIP CIP Improv Expend 3,610,660 837,231 59,169 50,000 324,884 4,881,944 105,023 _ 354,355 269,280 533,793 . 107,619 175,834 1,545,904 180,201 41.1,649 273,542 391,874 643,991 258,000 2,149,257 40,801 299,744 152,899 453,884 700,880 1,648,208 296,196 10,521,509 1„416„158 662,342 334,956 2,413,456 303,918 369,421 59,125 2,453,000 303,000 151,200 6,775,652 30,000 . 1,157,956 375,000 399,421 59,125 1,416,158 662,342 334,956 2,453,000, 303,000 151,200 21,547,491 399,421. 59,125 1,416,158 842,926 357,897 2,453,000 303,000 '151,200 23,096,803 180.584. 22,941 1,549,312 236,250 1,371,376 591,541 334,250 54,000 3,000 1;200• 14,957,237 163,171 59,125 44,782 251,385. 23,647 2,399,000 300,000 1.50,000 8,139,566 399,421- 59,125 1,416,158 842,926 357,897 2,453,000 303,000 151,200 23,096,803 15 1992/93 Adopted Budget City of71gard Combined Budget Statement of Revenues, Expenditures : and Changes In,Fund Balance All Governmental Funds Estimated for Period ended June 30,1993 Total Memorandum Special Debt Capital Adopted Adopted General Revenue Service Projects 1992/93 1991/92 Revenues:. Taxes 3,654,677 1,671,626 5,326,303 5,032,482 Other Agencies 1,498,333 1,515,700 3,014,033 2,814,417 Fees & Charges 862,200 1,121,400 1,983,600 952,675 Fines. 315,000 315,000 250,800 Franchise Fees 1,337,000 1,337,000 1,264,000 Other Revenues 161,500 60,450 - 75,000 296,950 479,950 Use of Money & Property 156,760 46,000 58,200, 260,960 414,900- Assessments 504,541 504,541 426,269 Total Revenues 7,985,470 2,697,550 2,297,167 58,200 13,038,387 11,635,493 Expenditures: Community Services 4,863,180 18,764 4,881,944 4,540,921., Field Operations 89,092 626,592. 715,684. Development Services 1,640,540 399;404 2,039,944 2,263,073 Policy 8, Admin 1,160,846 88,567 1,249,413 1,476,612 General Government 198,333 32,730 231,063. 342,405 Capital Projects 154,684 2,111,594 2,907,200 5,173,478 .8,182,201. 'Debt Service: Principal 870,455 870,455 1,702,000 Interest - 1,543,000 1,543,000 996,613 Total Expenditures 8,106,675 3,277,651 2,413,455 2,907,200 16704,981 19,503825 Other Financing Sources: Proceeds from Bond Anticipation Notes 325,000 Proceeds from Bonds 2,500,000 Total Other Financing Sources 2,825,000, 1 Deficiency) of revenues and other sources under expenditures (121,205) (580,101) (116,288) (2,849,000) (3,666,594) (5,043,332) Projected Fund Balances: July 1, 1992 2,016,992 818,057 319,814 2,849,000 6,003,863 6,130,101 June 30,1993 1,8951787 237,956 203,526 2,337,269 1,086,769 16 . 1992/93 Adopted Budget, - City of Tigard Combined Budget Statement of Revenues, Expenditures and Changes In Fund Balances _ Special.Revenue Funds - Estimated for Period ended June 30;1993 Total Memorandum Only Criminal State Gas County Traffic Parks Water Quality/ Adopted Adopted Forfeit Tax Gas Tax Impact Fee SDC Quantity 1992/93 1991/92 Revenues: Other Agencies 1,373,700 142,000 1,515,700 1,416,005 Fines, Fees & Charges 15,000 876,000 - 230,400. 1,121,400 .937,000 Other Revenues 400 . 35,000 1,200 18;000 5,850 60,450, 69,900 Total Revenues 400 1,423,700 143,200.- 894,000 236,250 2,697,550 2,422,905 Expenditures: Community Services 18,764 18,764 6,083- Field Operations 477,130 149,462 626,592 645,844 Development Services 342,035 57,369 399,404 361,812 Policy_& Admin 67,104 21,463 88,567 85,360 General Government 26;658. 6,072 32,730 42,418 Capital Projects 839,664 843,384 369,421 59,1"25 2,111,594 1,800,782 Total Expenditures 18,764" 1,752,591 176,997 .900,753 369,421 59,125 . 3,277,651 2,942,299 Excess(deficiency) of revenues and.other sources over(under) expenditures (18,364) (328,891) (33,797) (6,753) (133,171) (59;125) (580,101) (519,394) Projected Fund Balances: , July 1,.1992 18,364 428,891 41,753 106,753, .163;171 59,125 818,057 767,624 June 30,1993 100,000 7,956 100,000 '30,000 237,956 248,230 1992/93 Adopted Budget City of Tigard, Oregon Combined Statement of Revenues; Expenditures and Changes In Retained Eamings All Proprietary Fund Types Estimated for Period ended June 30,1993 Total Memorandum Only Sanitary Surface Adopted Adopted Sewer Water 1992/93 1991/92 Operating Revenues: Charges for Services 852,000 590,000 1,442,000. 1,452,000 Other Fees 11,850 11,850 15,500 Total Operating Revenues 863,850 590,000 1,453,850 1,467,500 Operating Expenses: Field Operations . 433,424 396,796 830,220 Development Services 51,385 57,928- 109,313 96,016 Policy & Admin 267,073 131,722 398,795 377,705 General Government 47,362 17,772 65,134 84,415 Total Expenditures 799,244 604,218 1,403,462 558,136 Operating Income (Loss) .64,606 (14,218) 50,388 909,364 -Non-Operating Revenue: Interest 60,000 42,000. 102,000 100,000 Connection Charges 280,400 82,600 363,000 375,006 Total Non-Operating. Revenue 340,400 124,600 465,000 475,000 Non-Operating Expenses - Capital Improvements 1,102,642 803,450 1,906,092 1,963,712 Total Non-Operating Expenses 1,102,642 803,450 1,906,092. 1,903,712 Net Loss (697,636) (693,068) (1,390,704) (519,348) Projected Retained Earnings; July 1, 1992 1,197,635 938,068 2,135,703 . 1,864,409 June 30,1993 499,999, 245,000 744,999 1;345,061 18 . 1992/93 Adopted Budget City of Tigard, Oregon General Fund - Five Year Budget Projection Summary Adopted Adopted. Projected Projected Projected Description. 1991/92 1992/93 1993/94 1994/95 1995/96 Revenues by Category: Property Taxes 3,487,000 3,654,677 3,851,291 4,082,369 4,327,311 Other Agencies 1,477,127 1,498,333 1,277,487 1,325,772 1,367,639. Fees and Charges 952,675 862,200 773,090. 783,030 793,334 Fines 250,800 315,000 324,450 334,184 344,209- Franchise-Fees 1,264,000 1,337,000 1,363,740 1,391,015 1,418,835 Interest & Rentals 181,700 156,760 143,144 162,327 1821779 . Other Revenue 233,053 161,500 88,345 85,245 87,203 Total Revenues 7,846,355 7,985,470 7,821,147 8,163,942 8,521,310 Beginning Fund Balance 1,536,477 . 2,000,000 1,866,787 1,183,614 439,280 Total beginning fund balance plus revenues 9,382,832 9,985,470 9;687,934 9,347,556- 8,960,590 Expenditures by Program: Community Services 4;534,838 4,8.92,180 5,124,559 5;367,975 5,622,954 Field Operations 78,043 89,092 93,324 97,757 104400 Development Services 1,552,209 1,640,540 1,718,466 1,800,093, 1,885,597 Policy and Administration 1,114,800 1,160,846 1,215,986 1,273,746 1,334,248 'Non-Departmental 257,045 198,333 207,754 217,622 227,959 Total'Expendltures 7,536,935 7,980,991 8,360,088 8,757,192 9,173,159 Excess(deficiency),of revenues and beginning fund balance.(deficit) over(under) expenditures 1,845,897 2,004,479 1;327,846 590,364. (212,569) Since the early 1980's, the City of Tigard has planned its financial future through the use of five year financial forecast The five-year plan was developed for the General Fund to project the results of revenue expectations and expenditure levels on General Fund balance. One of the advantages of the plan was to show citizens that the City service levels could continue for a five year period without the need for voter approved tax increases. The five year promise to voters has been well received. After several tax measure defeats in the early 1980's, tax measures were approved in both 1986 and 1990. Each of these included a promises to the voters that, if approved, the increase would provide enough funding to continue services for at least five years. 19 1992/93 Adopted Budget City of Tigard; Oregon General Fund - Five Year Budget Projection Summary (cont.) REVENUES/EXPENDITURES 5-YEAR PROJECTION General Fund. 10- 9.& - a. -•R• • ---Revenues -0- Expenditures 7. 9 Tigard was one of the few communities in the Portland Metropolitan.area whose voters approved. a tax base increase in 1990 on the same ballot as the states' tax limitation,initiative, Measure 5. As before, the City promised voters that services would continue' for- another five year period without additional tax base increases. The preceding schedule and above graph is a summary of the current five year plan which began with the first year of the newly approved tax base, 1991/92. The original plan at the.time of the ballot measure indicated that the General Fund balance at the'end of the fifth year would be over $500,000. Note that the current plan indicates a fifth yeardeficit of over $200,000. The difference is due•to the governor's a nrtoundement'that state shared revenues paid to Cities would be reduced by up to. 50% beginning in 1993/94. The' Govemor's comments come as the state is attempting to make up for losses to schools brought on by the passage of the property tax limitation. As a result, the City has reduced such revenues in the last three years of the plan. Although the resulting projected deficit of $212,000 appears in the plan, it represents only a 2% shortfall in the fifth year. The difference will be made up through strict purchasing guidelines and staff turnover savings over the next three years. It is expected that a tax base increase ballot measure will be put before Tigard voters in November 19$4 or May of 1996. Given either election, if approved, the new tax base would be effective July 1, 1996. .20 % i .t. ~ % r.. j d. 't ,.,Y'", t , I40' Q - .:f' `'''-t + ,th is L l i.. 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M'; fr % .r i ' ° t ;7. . , r' •i , s' ..l a... f t (k iW ' >;w is • " 7 3 n- r ' ` ~ 4 Y• . , 'r' 19.92/93 Adopted Budget City of Tigard, Oregon Revenue Summary Actual Actual Adopted Proposed Approved Adopted Funds 1989/90 1990/91 1991/92 1992/93 1992/93 .1992/93 General 7,971,133 8,744,730 9,382,832 9,985,470 10,002,462 10,002,462 Sanitary Sewer 1,769,192 2,217,490 2,300,353 2,387,780 2,401,885 2,401,885' Storm Sewer, 971,631 1,400,191 1,506,556 1,640,013 1,652,668 1,652,668 Total Enterprise 2,740,823 3,617,681 3,806,909 4,027,793 4,054,553 4,054,553 Criminal Forfeiture 7,083 7,864 6,083 18,764. 18,764 18,764 State Gas Tax 1,046,992. 1;370,615 1,757,377 1,812,930 1,852,591 1,852,591 County Gas-Tax 182,749 187,565 .170,000 184,953 184;953. 184,953 County Road Levy, 23,442 979 Water Quality/Quantity 11,625 5,1,200 59,125 59,125- 59,125 Traffic Impact Fee 125,882 947,000 1,000,753 1,000,753 1,000,753 Streets SDC 848,579 502,990 •21,870 Parks SDC 138,212 87,781 237,000 399,421 399,421 399,421 Total Special Revenue 2,247,057 21295,301 .3,190,530. 3,475,946 3,515;607 3,515,607 General Obligation Debt Servic 1,362,1.16 1,407,184 1,338,032 1,416,158 1,416,158 1,416,158 Bancroft Bond Debt Service 2,665,203 2,985,775 1,034,069 842,926 842,926- 842,926 Certificate Debt Service. 14,426 218,245 346,250 357,897 357,897 357,897 Total Debt Service 3,441,745 4,611,204 2,718,351 2,616,981 2,616,981 2,616,981 Special Assessment CIP 2,408,247 315,721 2,545,000. 2,453,000 2,453,000 2,453,000 Road Bond Improvement 8,655,407 7,411,554 3,103,200 303,000 303,000 303,000 Park Levy C10 1,267,722 1,293,344 670,150 151,200 151,200 151,200 Total Capital Projects 12,331,376 9,020,619 . 6;318,350 2,907;200 2,9071200 2,907,200 Total Revenue 28,732,134 28,289,535 25,416,972 23,013,390 23,096,803 23,096,803 21 1992/93 Adopted Budget City of Tigard, Oregon Revenue Summary Revenues are budgeted by fund with each fund set up for a particular purpose. Once a fund has served its purpose, it is closed and no longer used. The City currently uses the following funds: Fund Type Fund Name General General Fund Enterprise Sanitary Sewer Storm Sewer Special Revenue Criminal Forfeiture State Gas Tax Courrty Gas Tax County Road Levy Water Quality/Quantity Traffic Impact Fee Streets SDC Parks SDC Debt Service General Obligation Bancroft Bond Certificates of Participation Capital Projects Special Assessment CIP Road Bond Improvement Park Levy CIP The remaining pages of the revenue section of the., budget provide revenue details and summaries, as,well as descriptions, . for each fund. The graph below indicates the proportions of.total, budgeted revenues for each fund type: Budgeted Revenue by Fund Type Capital Projects (12.69/6 owe 1 3% '•iii'v..,'" • ::v}{ Debt Serms' eneral Fund (4339 Special Revenue (15.2% Enterprise (17.6% 22 1992/93 Adopted Budget City of Tigard, Oregon General Fund #10 The general fund is used to account for all revenues and expenditures of a•general nature not required to be recorded in another fund. Revenue is received from property taxes, fees and charges for services, franchise fees, and revenue from other agencies. Funds. maybe used for, ordinary expenditures of the City. Shown below is a chart indicating the major general fund revenue sources: GENERAL FUND REVENUES Furl Balance (20.59/6) Property Texas (37.1%) Merest & Rentals (1. {:•:ftii:••'j,:'j';x•';; S:r r•:i4$:i•:StiM1{: yam.;... i:. - Franchises Fees (130) - - - - - - - Fins (32%) Fees 8 Charges (8.81%) Other Agenaes (152Yd Property taxes make up the largest'single source of general fund revenue. Other agency revenues include such revenues as Hotel/Motel tax and the WCCLS Library levy distribution and state revenue sharing'monies, e.g., cigarette liquor and 911 telephone taxes: Franchise fees include fees for the use of public right of way paid by public utilities as a percentage of gross proceeds collected in the City. General Fund Revenues, from the sources shown above, fund a variety of services provided to the community. The general fund is used primarily, to support.non fee services such as Police protection, Library and Parks maintenance.. Program support distribution is shown below: ' General Support as Program Support Fund a %of Total Community Services 4,863;180 56.180/ Feld Operations 89,092 1.03'/ Development Services 1,640,540 18.95°/ Policy and Admin 1,160,846 13.410% Non Departrnental 198,333 2.290/ Capital Improvements 154,684 1.790/c Contingency 500,000 5.78 Equipment Reserve . 50,000 0.58 Total Programs 8,656,675 100. 23 1992/93 Adopted Budget City of Tigard, Oregon General Fund #10 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93, 40000 Current taxes 2,281,409 2,311,398 3,312,000 3,472,677 3,472,677, 3,472,677 40100 Prior year taxes 147;210 242,689 175,600 182,000 182,000 182,000 Total Property Taxes 2,428,619 2,554;087 3,487,000 -3,654,677 3,654,677 3,654,677 40400 Federal grants 130,663 87,232 41000 Cigarette tax 84,895 90,772 94,280 93,430 93,430 93,430 41100 Liquor tax 164,741 181,421 240,000. 220,000 220,000 220,000 41200 State revenue sharing 120,204 137,019 110,000 175,000 175,000 175,000 41400 State grants 3,328 3,455 55,715 16,553 . 16,553 16,553 41400 State ODOT Bike Path Grant 12,400 41402 State LCDC grant 7,165 41403 State Youth Conservation Grant 3,350 3,356 3,350 41500 911 Emergency tax 71;627 79,319 85,000 80,000 80,000 80,000- 42000. Hotel/motel tax 194,886 211,843 276,000 245,000 . 245,000 245,000 42100 County - USA 15,886 - 13,000 42200 County - WCCLS 226,691 483,291 515,900 665,000 665,000 665,000 Total Other Agencies 1,032,486 1,187,120 1,477,127 1,498,933 1,498,333 1,498,333 43000 Business tax 123,880 124,970 137,400 155,000 155,000 , 155,000 43100 Mechanical permits 110,605 68,361 90,000 90,800 90,800 90,800 43200 Building permits 264,777 224,570 240,000 228,000,-- 228,000 228,000 43300 Plans check fee 212,816 150,424 158,600 106,900 106,900. 106;900 43400 Alarm Permit 13,220 10,940 12,500 15,000 15,000' 15,000 43500 Liquor`permit fees 2,210 3,090 2;500 2,500 2,500. 2,500 43600 Engr. public-improvements' 134;067 249,315 200,000 140,000 140,000 140,000 43700, Sign permit fees 2,160 2,720 3,000 3,000 3,000 3,000 43800 Land use application fee, 46,408 40,862 -45,000 42,000 42,000 42,000 44000 Lien search fees 7,130 20,441 18,000 26;000 26,000 26,000, 44100 Recreation tuition 7,336 2,169 20,275 25,000 25,000 25,000 45100 . Misc. fees & charges 17,307 16;829 16,000 18,000 18,000 18,000 45200 Park reservations 8,045 8,710 .10,000 10,000 10,000, 10,000 .'Total Fees & Charges 949,961 923,400 952,675 862,200 862,200 862;200 45501 - Fines & forfeitures - traffic 191,185 225,215 215,000 276,000. 276,000 276,000 45502: Fines & forfeitures - misdemean. 1,441 531 _ 1,000 1,200 1,200 1,200 45503 Fines & forfeitures - parking 5,582, 6,970 6,000 7,800" 7,800 - . 7,800 45600 Indigent defense 12,651 172 45700 Library fines 1,7,972 24,872 _ 27,800 .30,000 . 30,000 30,060 .45800 Civic infractions, 3,500 1,738 1,000 Total Fines 232,331 259,497 250,800 315,000 315,000 316,000 24 1992193 Adopted Budget City of Tigard, Oregon General Fund #10 Actual Actual Adopted Proposed Approved Approved Acct # Description 1989/90 1990/91 1991/92 1992/93 1992193 1992/93 46000 Electric 581,603 605,641 650,000 .670,000 670;000 670,000 46100 Gas 142;488 151,131 160,000 168,000 168,000 168,000 46200 Telephone 204,110 237,478 247,000 280,000 280,000 280,000 46300 Garbage . 111,365 126,078 140,000 145000 145,000 145,000 46500 Cable TV . 60,614 59,505 67,000 74,000 74,000 74,000 Total Franchise Fees 1,,100;180 1,179,833 1,264,000 1,337,000 1,337,000 1,337,000 4.7000 Interest 173,792 214,953 170,006 145,000 145,000 145,000. 47200 Rentals 6,394 16,168. 11,700 11,760 11,760 11,760 Total Interest & Rentals 180,186, . '231,121 181,700 156,760 156,760 156,760 47,700 Donations/Gifts 4,476 3;544 1,500 1,500, 1,500 1,500 47800' Other revenues 7,974 4,318 5,000. .5,000 5,000 5,000 41900, Recovered expenditures . 100,959 125,692 183,753 100,000 100,000 100,000 48000 Police service contracts 112,322 - 73,818 37,800 50,000 50,000- 50,000 48006 Grounds maintenance 21783 48007 Paris land reimbursement 129,500 48100 LID recovered expenditures 4,898 5,000 5,000 5,000 -5;000 Total Other Revenue 362,912 207,372. 233,053 161,500 -161,500 161,500 Total Revenues, 6,286,675 6,542,431 7,846,355 7,985,470 7,985,470 7,985,470 30000 Fund balance, , '1,684,458 2;202,299 1,536,477 2,000,000 '2,016;992 2,016,992 Total General. Fund Revenue 7,971,133 8,744,730 9,382,832 9,985;470 10,002,462 10,002,462 25 1992/93 Adopted Budget City of Tigard, Oregon General Fund #10 Notes: Voters authorized an $860,000 increase in the tax base in November 1990: By statute, a 60/6 increase is allowed each year without voter approval. Only 91.5% of the tax base levied is expected to be collected due to delinquencies and assessed value appeal reductions. State revenues, including cigarette and liquor taz, state, revenue sharing and 911 emergency, telephone tax were based on per capita estimates developed by the League of Oregon Cities using a.population estimate of'30,835. State shared revenues, which. amount to nearly $500,000 per year in General Fund revenue, are likely to be reduced in the States' 1993-95 biennium. The Governor has suggested significant cuts to local govemments in these revenue sources of up to 50%. These cuts would help the state deal with severe budget cuts caused by implementation of Measure 5. Because these revenues make up over 5% of General Fund revenues, their reduction will have an impad on service delivery in the next several years. ' The Washington County Cooperative Library System (WCCLS) Levy is levied by the county-and distributed to the City based upon circulation and asessed valuation. 1992/93 represents the third year of the county wide three year rate levy. Development permit estimates assume building'adivity at current levels., Over 500 residential permits and 275 commercial permits are anticipated. 1991/92 development revenues did not meet budget expectations due to the recession, builder financing difficulties and general decline in building activity. 1992/93 activity is projected to rebound to near pervious years levels and is based on the following assumptions: Single family units 276 Mufti-family units 300 Commercial units 30 $ valuation $57,600,000 Municipal Court Fine estimates are based on an anticipated 6,200 citations to be issued during the year. Library fines are projected to reach $28,000 by the end of the 1991/92 fiscal year. This represents an increase of 12.5% over the previous year. The 1992/93 estimate of.$30,000 anticipates continued increases in Library materials circulation. Franchise fees are'charged to various utilities for use of public right of way. All franchise fees are computed as a percentage of gross proceeds within.city limits. Current percentages are as follows: Electricity Portland General Electric 3.500/6. Natural gas Northwest. Natural Gas 3.000/6 Telephone. General Telephone, 5.000/0 Pacific Northwest Bell 5.009/6 Garbage -All haulers = 3.000/6 Cable TV, Metropolitan Area Communication Commission 5:00% Investments of public funds are govemed'by the Investment policy adopted by the City Council by resolution 89-59, dated July 24,1989. 26 1992/93 Adopted. Budget City of Tigard, Oregon General Fund #10 Notes (cont): Recovered expenditures include minor miscellaneous items and reimbursements from property owners and developers for traffic studies to be contracted by the City as follows: Miscellaneous items $10,000 Diamond study 15,000 Pacific Highway study . 75,000 $100,000 Police Service contracts involve a contract with Tigard School District wherby the City provides a School Resource Al Officer to the district. The district then covers the cost of the officer during the school year. Historical amounts represent dispatch-contracts with neighboring cities that were terminated in 1990. .Estimated fund balance is the result of projections of both revenues and expenditures through the end of the 1991192 fiscal year. 27 i 1992/93 Adopted Budget City of Tigard, Oregon Enterprise Funds The City uses two enterprise funds to account for certain utility operations related to sewer and storm water systems. Sanitary- Sewer Fund The Unified Sewerage Agency (USA) is a special district within Washington County that provides sewer-treatment. USA contracts with the City to bill and-collect USA sewer charges within the City limits. In addition, the City maintains sanitary sewer lines within the City on behalf of the Agency. In return for services provided by the City to the Agency, the City shares in the revenue collected for monthly user charges and connection charges. The City keeps.20% of the connection charges and 30% of the service charges and remits all other collections to the Agency. The City's share of service. charges are used for the operation, maintenance and repair of City sewer facilities. The City's" share of funds from connection charges are primarily used to fund capacity improvements to the sanitary sewer system. Storm Sewer Fund The Surface. Water Management Agency (SWM) an affiliate of USA, is a special district within the county responsible for maintenance of storm water systems throughout the region. Similar to USA, SWM also contracts with'the City to bill and collect the agency's monthly Storm Sewer fee and the Storm Sewer System Development Charge (SDC). In addition, the City' maintains storm water systems within the City'. In return for services provided by the City to SWM, the City shares in the revenue collected for both.the monthly charges-and the SDC. The City keeps $2.00 of the $3.00 monthly storm water charge and remits the balance of the amounts collected to the Agency. SDC's are kept by the City. Funds are used for the operation, maintenance and repair of storm sewer facilities. Monies received from the SDC's.are used to fund capacity improvements to the storm sewer system. Enterprise fund revenues are used to fund the cost of enterprise operation activities, capital improvements and related administrative costs as shown in the program support distribution below-, Sewer Fund Storm Drain Fund Program Support Total Appropriation Appropriation Community Services Field Operations- 830,220 433,424, 396,796 t Development. Services 109,313 51,385 57,928 Policy.& Admin 398,795 267,073 131,722 Non-Departmental 65,134 47;362 17,772 Capital Improvements 1,906,092 1,102,642 803,450 Contingency 420,000 250,000 170,000 Equipment Reserve 325,000 250,000 75,000 Total Programs 4,054,553 2,401,885 1,652,668 28 . r 1992/93 Adopted Budget City of Tigard, Oregon Sanitary Sewer Fund #30 Actual_ Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92 1992/93. 1992/93 1992/93 44300 Sewer connection fees 231,928 91,860 225,000 280,400 280,400 280,400 44400 Sewer inspection fees 16,785 8,295 15,500 11,850 11,850 11,850 44500 Charge in lieu-of assessment 6,000 15,100 '44602 Sewer. Services Charges 750,400 775,156 816,000 852,000 852,000 852,000 47000 Interest 74,904 94,137 56,250. 60,000 .60,000 60,000 Total Revenues 1,080,017 984,548 . 1,112,750 1,204,250 1,204,250 1,204,250 30000 Fund balance 689,175 1,232,942, 1,187,603. 1,183,530 1,197,635 1,197,635 Total Sanltary'Sewer'Revenue 1,769,192 2,217,490- 2,300,353 2,387,780 2,401,885 2,401,885 Notes: ` Sewer, connection fees are charged to developers for the right to conned to the Unified Sewerage Agency (USA) sewer ' system. USA sets'the amount of the connection fee each year. The City keeps 20%of•each fee for a systems development charge and remits the•remaining 80% to USA each month. Effective July 1, 1992, connection fees will be increased • from $1,900 per unit to $2,100 per unit. ' The City's estimated 20% share of $280,400 anticipates 701 connecting units..' Sewer service charges are also set by USA under an agreement with the-City. The City keeps 30% of the non revenue bond portion of the total monthly per unit charge. The estimafe of $852,000 assumes very little change in the City's share of the monthly charge. -Sewer rates for 1991/92 aril projected 1992/93 are as follows: 1991/92, 1992/93 City share $4.29 '$4.46 USA Share 10.03 10.40 Revenue Bond share 4.18 5.64 $18.50 $20.50 ® m Beginning fund balance includes both the City's share of previous years user charges and connection fees estimated as follows: ' Connection Fee $677,861 Service Charges 519,774 Total Estimated Fund Balance $1,197,635 29 1992/93 Adopted Budget City of Tigard, Oregon Storm Sewer Fund #31 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991%92 1992/93 1992/93 1992/93 44700 Service charge 407;111 549,961 636,000 590,000 590,000 590,000 45000 SDC Storm Drainage 144,420 159,418 150,000 82,600 82,600. 82,600 47000 Interest 36,629 734 43,750 42,000 42,000 42,000 Total Revenues 588,360 710,113 829,750, 714,600 714,600 714,600 , . 30000 Fund balance 383,271 690,078 676,806 925,413 938,068 938,068 Total Storm.Sewer Revenue. 971,631' 1,400,191 1,506,556 1,640,013 1,652,668 1,652,668 Notes:. Surface water fees are regionally set by the Surface Water Management Agency (SWM), an aff iliate of the Unified Sewarge Agency (USA). SWM has contracted with the City to collect the fee within the City. ' In return, the City retains 2/3 of the fee per unit. The current rate has been established at $3.60 per month per unit. Single family tomes are considered one unit. Other parcels are billed based upon square footage of impervious surface. System Development Charges are set by the SWM Agency at $280 per unit. Under the agreement, the-City keeps 1M/0 of this charge to fund Surf ace'water system capacity improvements, related to water quality and quantity. Beginning fund balance includes the City's share of previous years system development charges and monthly fees as follows: System Development Charges $604,851 Service Fees 333,217 Total $938,068 30 1992/92 Adopted Budget City of Tigard, Oregon Special. Revenue Funds Special Revenue Funds account for revenue derived from specific taxes or other earmarked revenue sources which are legally restricted to finance particular functions or activities. Funds included in this category are: Criminal. Forfeiture - Revenue from the sale or other disposition of property or assets used in or related to criminal activity. All such revenues must be'used for law enforcement purposes. Revenues are not budgeted, but as monies are received, funds will be appropriated through mid-year action by City Council. State Gas Tax - Shared revenues from tax on sale, use, etc., of motor vehicle fuel. Funds are used for construction, reconstruction, improvement,repair, maintenance, operation and use of public highways, roads, streets, and roadside rest areas. Monies may also be used for street lighting and cleaning, storm drainage, traffic control devices and cost of administration. County Gas Tait - Shared revenue from Washington County tax on sale, use, etc. of motor vehicle fuel. Funds are used for construction, reconstruction, improvement, repair, maintenance, operation and use of public highways, roads and streets. . 1 M Traffic Impact Fee - Revenue from a county instituted fee on development approved by voters in 1989. Fee is to be charged by the City for development within City limits. Funds are used for highway and transit capital improvements which provide additional capacity to majortransporatlon systems and for recovery of costs of-administering the program. Streets SDC - Street system development charges were charged.when a building permit was issued for any new construction and/or additions, alterations or change in use which created a dwelling unit. Funds were used to implement the installation, construction or extension of extra capacity street facilities and traffic control devices. Street SDC's -are no longer collected as they were replaced with Traffic Impact Fees.(TIF). Figures shown are for historical purposes only. Parks SDC - Park system development charges.are charged when a ,building permit is issued for any new, residential or multifamily, 1 construction, additions, alterations or change in use which creates a dwelling unit. Funds collected are used to fund the acquisition development and expansion of additional recreation spaces and facilities. 31 1992/93 Adopted Budget City of Tigard, Oregon Special Revenue Funds (cont.) Shown below is a chart showing each funds' revenue contribution to total special revenues: SPECIAL REVENUE FUNDS rCriminal Forfeiture (0.5%) County Gas Tax (5.30/6) Parks SDC (28.5% - i TIF 1.7% Stale Gas (52.7%) Duality/Quantity (11:4% l Special revenue funds support various programs in accordance with their specific use provisions as follows: Criminal State Gas County Water Traffic' Parks Program Support Total Forfeiture Tax Gas Tax Quality Impact Fee SDC Community Services 181764 18,764 Feld Operations 626,592 477,130 149,462 Development Services 399,404 342,035 57,369 Policy and Admin 88,567 67,104 .21,463 Non Departmental 32,730 26,658 6,072 Capital Improvements 2,111,594 839,664 59,125 843,384 369,421 Conti237„956 100,000 7,956 100,000 30;000 Total Programs 3,515,607 •18,764 1,852;591 184,953. 59,125 1,000,753 399,421 32 1992/93 Adopted Budget City of Tigard, Oregon Criminal Forfeiture Fund #55 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92. 1992193 1992/93 1992/93 47800 Other revenues 1;666 1,531 47000 Interest 250 400 400 400 Total Revenues 1,666 1,781 400 400 400 30000 Fund balance 5,417 6,083 6,083 18,364 18,364, 18,364 Total Criminal Forfeiture Fund -7,083 7,864 6,083 18,764 18,764 18;764 Notes: Revenue is not budgeted in this fund due to the uncertain. nature of forfeitures and seizures. As funds are seized, City Council will be asked to recognize revenue and appropriate such funds, by. resolution, for police purposes. State Gas Tax Fund #21 Actual Actual. Adopted Proposed Approved Adopted. Acct # Description 1989/90 1990/91 1991/9Z 1992!93 1992193 1992/93 41300 State Gas Tax Share 875,874 1.,056,475 1,276,005 1,373,7W 1,373,700 1,373,700 44200 Street Lighting Fees 6,064 19,595 12,000 15,000 15,000 15,000 47000 Interest 26,252 45,236 • 31,200, 35,000 ' . 35,000 35,000 Total Revenues 908,190 1,121,306 1,319,205 1,423,700 1,423,700 1,423,700 30000 Fund balance 138;802 249,309 438,172 389,230 428,891 428;891 Total State Gas Tax 1,0461992 1,370,615 1,757,377 1,812,930 1,852,591 1,852,591 Notes: State gasoline-tax and vehicle registration fees are shared with Cities and Counties throughout the state using a formul by the legislature. Estimated revenue is based upon $•44.55 per capita using a population-estimate of 30,835. 33 1992/93 Adopted Budget City of Tigard, Oregon County Gas Tax Fund #22 Actual Actual 'Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 42300 County Road Tax 132,221 135,836. 140,000 142,000 142,000 142,000 42400 County Maint & Repair Tax 127 47000 Interest 5,073 .3,857 4,000 1,200 1,200, 1,200 Total Revenues 137;421 139,693 144,000 143,200 143,200 143,200 30000 Fund balance 45,828' 47,872 26,000 41,753 41,753 41,753 i Total County Gas Tax 182,749 187,565 170,000 184,953 184,953 184,953 Notes: Washington County collects one penny per gallon of gas sold within the County as a county gas tax. Taxes are distributed to cities within the county according to a formula set by the county. The revenue estimate is computed at $4.60 per capita with an estimated population of 30,835. Water Quality/Quantity Fund #24 Actual Actual Adopted Proposed Approved' Adopted Acct # Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/53 44500 Charge in Lieu of Assmt a 40,000 47000. Interest . 1,200 Total Revenues 41,200 30000 Fund balance 10,000 59,125 59,125 59,125 Total Water Quality/Quantity 51,200 59,125 59,125 59;125. , Notes: This fund was set, up to record revenue from the Water Quality/Quantity charge established-by the Surface" Water Management (SWM) Agency in 1991. Effective July 1, 1901, SWM consolidated the charge into the surfact water SDC . accounted for in the Storm Sewer enterprise fund. -Therefore, this charge is no longer collected in this fund. Once , the fund balance is spent, the fund will be closed out. 34 1992/93 Adopted Budget City of Tigard, Oregon Traffic Impact Fee Fund #25 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90' 1990/91 1991/92. 1992/93 1992/93 1992/93 44800 Traffic Impact Fee 125,882 735,000 876,000 876,000 876,000 47000 Interest 28,000 18,000. 18,000 18,000 Total Revenues 125,882 763,000 894,000 894,000 894,000 30000 Fund balance 184,000 106,753 106,753 106;753 Total Traffic Impact 125,882 947,000 1,000,753 1,000;753 1,000,753 Notes: The Traffic Impact Fee (TIF) is based upon the number of trips per day that each type of development is estimated to generate. The Countymaintains a.table of standards for all possible uses. the standard trips per day for each development is multiplied by the rate pet trip to determine the amount of the TI F.. Washington county has set the rates z for 1992/93.as follows:. Residential use $146.00 per average weekday trip. Busidess/Commercial use 37.00 per average weekday trip Office use 134,00 per average weekday trip Industrial use 141.00 per average weekday trip Institutional use 60.00 per weighted average daily trip Estimated TIF revenues'from the following sources are: Residential - 576 @ $1,000-ea. $576,000. Commercial - 30 @ $10,000 ea. 300,000 Total $876,000 .35 1992/93 Adopted Budget City of Tigard, Oregon Streets SDC Fund #51 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 44800 SDC - Streets 394,050, 123,437 47000 Interest 40,638 5,192 500 Total Revenues 434,688 129,129 500 30000 Fund balance 413,891 374,361 21,370 Total Streets SDC 848,579 503,490 21,870 Notes: The City had a street system development charge (SDC) prior to the county TIF which went into effect January 1, 1991. Above shown for historical purposes only. Parks SDC Fund #52 Actual Actual Adopted Proposed Approved Adopted Acct # Description. 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 44901 SDC - Parks 134,750 82,350. 150,000 230,400 230,400 230,400 47000 Interest 3,412 996 5,000 5,850 5,850 5,850 Total Revenues 138,162 83,346. 155,000 - 236,250 236,250 236,250 30000 Fund balance 50 . . 4,435 82,000 163,171 163,171 163,171 ti Total Parks SDC 138,212 87,781 237,000 399,421 399,421 399,421 1 Notes: Park SDC's are charged to residential developers on a per unit basis.as estimated below:- Single family - 276 @$500 ea. $138,000 Mufti family - 300 @ $300 ea. 90,000 Mobile' home 2,400 Total $230,400 36 1992/93 Adopted Budget City of Tigard, Oregon . Debt Service Funds Debt Service Funds account for payment of general obligation bond principal and interest. Total resources amount`to $2,616,981 which is 11.4% of total budgeted resources. Outstanding debt includes voter approved general obligation bonds, Bancroft bonds and'cer0cates of participation. Each type'of debt is recorded in a separate fund and each issue recorded separately in like subfunds. Principal sources of revenues are property taxes for Bond Debt Service and Certificates of Participation, and special assessment collections and interest . earnings for Bancroft Bond Debt. The City currently uses the following debt service funds: General Bond Debt - The City sold $2.2 million in general obligation. bonds on June 6, 1984 to purchase land and construct the Civic Center. Advance refunding bonds were issued in February 1987 to refund the callable portion of the 1984 issue, thus saving taxpayers`over $250,000 over the Irfe of the bonds. In addition, the City issued $8.5 million in general obligation road improvement bonds in April 1989. Because the April 19891issue is subject'to rebate in accordance with the .1986 Tax Reform Act, it is accounted for in a separate fund. Monies collected:from debt service tax levies can.'only be used to fund debt service. Bancroft Bond Debt - RevenueLin this fund is derived from assessments on properties that participated in local improvement districts and from proceeds of Bancroft Bonds to retire short term debt issued to fund the local,•improvements. Currently, three,subfunds are'used to account for Bancroft Bond debt service to ensure that issues subject to federal rebate regulations are properly accounted for. Certificate Debt Service - Revenue from a five,year serial levy, dedicated to Park system improvements is being used to fund repayment of borrowed funds which were initially used for park improvements. A summaryof Debt Service revenues, by fund, follows: Fund Amount General Obligation Debt Service: Civic Center, fund #60 252,862 Road Bonds, fund #61 1163,296 Total General Obligation 1,416,158 Bancroft Debt Service: Pre 1985, Fund #40 114,877 Series 89, Fund #41 126,937 Series 90, Fund #42 499,626 Series 90, Fund.#43 101,486 1 Total Bancroft 842,926 Certificates of Participation, Fund #62 357;897 Total Debt Service Funds 2,616,981 I 37 1992/93 Adopted Budget Debt Service Funds are received from the following sources: DEBT SERVICE FUNDS Fund Balance (12.2°/ Odw Revenues (29 Interest Earnings (1.89; " ~ i - Spada) As4eS5iiisnts (19.39' Property Tax Revenue (51.8%1 Sena) Levy (12 2 i Source Amount Property tax revenue 1,351,376 51.64% Serial levy 320,250 12.249/6 Assessment interst and principal 504,541 19.28% Interest earnings 46,000 1.760/6 Other revenues 75,000 2.870/6 Beginning fund balances 319,814 12220/o Total 2,616,981 100.00%0 38 1992J93 Adopted Budget . City of Tigard, Oregon General Obligation Debt Service Funds #60,.61 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 19.90/91 1991/92 1992/93 1992/93 1992/93 40000 Current taxes 1,304,020 1,182,751 1,146,732 1,281,376 1,281,376 1,281,376 40100 Prior year taxes 14,193 94,002 65,000 60,000 60,000 60,000 47000 Interest 29,477 41,569 38,300 30,000 30,000 30,000 Total Revenue 1,347,690 1,318,322 1,250,032 1,371,376 1,371,376 1,371,376 30000 Fund balance . 14,426 88,862 88,000 44,782 44,782 44,782 Total General Obligation Debt Service 1,362,116 1,407,184 1,338,032 1,416,158 1,416,158 1:,416,158 Notes: General.obligation debt consists of: Year 1992/93 Issued Obligation Original civic center bonds 1984 96,670 Advance refunding bonds 1981 156,192 Road improvement bonds 1989 1,163,296 Total 1,4161158 Debt. service for these bonds is received from a property tax levy necessary to meet the'fiscal year requirements as follows: . Total requirements . 1,416,158 Prior years taxes (60,000) Interest earnings (30,000) Beginning fund balance (44,782) . Levy revenue requirement 1,281,376 Collectiori rate 91.50% Tax levy 1,400,411 39 1992/93 Adopted Budget City of Tigard, Oregon Bancroft Bond Debt Service Funds #40,41,42,43 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 47000 Interest 42,779 17,371 19,200 12,000 12,000 12,000, .47100 Interest from other sources 82,068 263,575 218,796 254,358 254,358 254,358 47400 Bond proceeds 477,013 2,161,416- 325,000 47500 Bancroft collections 598,343 288,679 207,473 250,183, 250,183 250,183 47800 Other revenues 65,000 73,789 185,600 75,000 75,000 75,000 Total Revenue 1,265,203 2,804,829 956,069 591,541 591,541 591,541 30000 Fund balance 800,000 180,946 78,000 251,385 251,385 251,385 Total Bancroft. Debt Svc 2,065,203 2,985;775 1,034,069 842,926 842,926 842,926 Notes: Special assessments are the major source of funding to meet current and future interest and principal payments on outstanding bonds. Due to unequal matching of assessments and bond requirements, assessments alone are not sufficient to meet current debt service needs. Therefore funds from other sources have been budgeted as revenue in this fund. Certificates of Participation Debt Service Fund #62 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 .1990/91 1991/92 1992/93 1992/93- 1992/93 40000 Current taxes 206,842 323,750 320,250 320,250 320,250 40100 Prior year taxes 7,985 10,000 10,000 10,000. 10,000 47000 Interest 3,417 2,500 4,000 4,000 4,000 Total Revenue 218,244 336,250 334,250 334,250 334;250 30000 Fund balance 14,426 10,000 23,647 23,647 23,647 Total Certificates Debt Svc 14,426 218,244 346,250 357,897 357,897 957,897 Notes: Certificates of participation were issued in May of 1990 to provide funding for certain parks improvements. Annual payments of interest and principal are funded by revenue from a five year property tax serial levy. The levy amounts to $350,000 per year. Expenditures for capital' improvements are recorded and budgeted in Fund #53 - Park Levy PIP Fund. 40 1992/93 Adopted Budget- City of Tigard, Oregon Capital Projects Funds Local Improvement Capital Projects - Revenue-from short term borrowings are used-to fund construction within local improvement districts. Road Bond Improvement - In November 1988 Tigard voters approved the sale of $8,500,000 of general obligation bonds to fund certain road and traffic safety improvements throughout the City. Monies may only be used to fund specific road improvements. Park Levy Improvement - Revenue-from Certificates of Participation may only.be used to fund specific park system improvements. Shown below is,a chartshowing each funds' revenue contribution in relation to the Capital Project Funds: CAPITAL PROJECTS FUNDS u' Park Levy Impr (52% Road Bond Impr (10.4%K ' r. e Local Imp (84.49/6) 41 1992/93 Adopted Budget . City of Tigard, Oregon Special Assessment CIP Fund #45 Actual Actual Adopted . Proposed Approved Adopted Account Description 1989/90 .1990/91 1991/92 1992/93 1992/93 1992/93 47400 Bond proceeds 2,161,068 82,584 2500,000 47000 Interest 3,950 15,429 45,000 54,000 54,000 54,000 Total Revenue 2,165,018'' 98,013 2,545,000 54,000 54,000 54,000 30000 Fund balance 243,229 315,721' 2,399,000 2,399,000 2,399,000 Total Spec Assess CIP 2,408,247 413,734 2,545,000 2,453,000 2,453,000 2,453,000 Notes: Projected fund balance includes the effects of the sale of $2,644,523 in bond: anticipation notes to furdconstruction of the Dartmouth Local Improvement District. The project began late in 1991/92 and is expected to be completed in late 1993. Road Bond Improvement Fund #50 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92. 1992/93 '1992/93 1992/93 47400 Bond proceeds 5,272 47200 Rentals 4,913 1'0,200 47000- Interest 661,030 405,027 93,000 3,000. 3,000. 3,000 Total Revenue 661,030 415,212 103,200 3,000- 3,000 3,000 30000 Fund balance 7,994,377 6,996,342 3,000,000 _ 300,000 300,000 300,000 . Total Road Bond 8,655,407 7,411,554 3,103,200. 303,000 303,000 303,000 Notes: Road bond projects are complete except the Gaarde Street realignment which is budgeted for completion . in the fall of 1962. 42 1992/93 Proposed Budget City of Tigard, Oregon Park Levy CIP Fund #53 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 47400 Bond proceeds '1,260,000 40000 Current taxes 115,123 47000 Interest 7,722 78,080 20,150 '1,200 1,200 1,200 Total Revenue 1,267,722 193,203 20,150 1,200 1,200 1,200 30000 Fund balance 1,100,141 650,000 150,000 150,000 150,000 Total Park Levy CIP 1,267,722 '1,293,344 670,150 151,200 151,200 151,200. .Notes: Funds were provided b the sale of Certificates of Participation in 1990 and are used to fund ark i y p mprovements. 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"rye .(...y W., a An '1. _t '1 _ .t... - t'' K- V 'g'ay,"'A. -~';'i`>~ trr,'-.,: ,•i •.Y~ {Y,; 'i tya -".tip: ,i 'rn .1r:' { 4 k J y ,`./'i".,II : -1.., •`~V a, .`"•,a 'r >a i'-'h',_ > ;''I: 4 a'1 ;r'-4;.5.i `.i ' "a': tY•"'` 'S;•.` "'t,s--t, .r-r '.r! 't rf, - .T . - ' ° - 1992%93 Adopted. Budget City of Tigard, Oregon Program Budget Organization The bulk of the budget is made up of expenditure appropriations which are legal spending limits .adopted by City Council.for each program. The City_.of Tigard adopts and manages its budget by program. Each program is an aggregation of budget units that are similar in nature or function. Budget units are organized into five operating programs, with the following functions: . Program Function Community Services Police Library Park Maintenance Field Operations Sewer Maintenance Street Maintenance Property Maintenance Development Services Building inspection Planning Engineering Policy & Administration City Administration Personnel Finance Administrative Services Non-Departmental City-Wide Support City Attorney In addition to the five operating programs, Debt Service, Capital Improvements and Contingency Reserve are also considered separate programs providing the following functions: • Debt Service includes appropriations for interest and' principal on all types of debt, i.e., general, obligation, special assessment and short-term debt for construction projects. • Capital. Improvements includes appropriations for all-capital improvement expenditures. A portion of the revenues from the Road Bond Improvement fund provides support for engineering budget unit in the Development Services. program. • Contingency/Reserve includes allowance for contingencies and reserves in various funds. The program budget organization detail, including identification of each related budget unit and an explanation-of the functions and activities, are described, on `the following pages. - Sources of funding of each budget unit's activities within each program are described in the Program Budget Matrix. 44 _ 0 1992/93 Adopted Budget City Of Tigard, Oregon Program Budget Organization Budget Program # Dept # Description/Program/Dept Unit'# 1000 Community Services 1100 Police. Administration 1110 Operations 1120. Detectives 1130 Support Services 1140 Traffic 1150 1400 Library Library Services 1410' Education Services 1420 Social Services 1500 Parks Maintenance 1600 2100 2100 Field Operations Administration ' 2110 Sanitary Sewer 2120. Storm Sewer 2125 Street Maintenance 2130 Shops, & Services 2150 Property Management 2160 2200 2200 Development Services Administration 2210 Building Inspection 2220 Current Planning 2230 Advance Planning 2235 Engineering 2240 Street Lights & Signals 2250 3000 Policy & Administration 3100 City Administration . Mayor & City Council 3110 City Administration 3120 Personnel 3130 45 1992/93 Adopted Budget City Of Tigard, Oregon Program Budget Organization Budget Program # Dept # Description/Program/Dept Unit # .3200 Finance ' Finance 3210 Computer Systems 3220 Accounting 3230 3300. Administrative Services Risk Management 3310 Office Services 3320 Records 3330 Municipal Court .3340 4000 Non Departmental. City Wide Support 4100 City Attorney 4200 5000 Debt Service General .Obligation 5100 Bancroft 5200 Certificates Of Participatic 5300 6000 Capital Improvements 'General 6100. Sanitary Sewer 6200 Storm Sewer 6250 Streets 6300 Parks 6400 Local Improvements 6500 Road Bond Improvement; 6600 Park Levy Improvements 6700 7000 Contingency Operating 7100 Equipment Reserve 7200 46 1992/93 Adopted Budget City, of Tigard,, Oregon Expenditure Summary - By Category Actual Actual Adopted - Proposed Approved Adopted Acct # Description" '1989/90 1990/91 1991/92 1992/93. ' 1992/93 1992/93 Personal Services 5,261,585 6,050,800 6,844,882 7,226;456 7,226,456 7,226,456 FT E 157.50 167.75 162.50 162.50 162.50 162.50 Materials & Services 1,989,810 2,166,006 '2;813,874 2,906,655 2,891,419 2,891,419 Capital Outlay 356,154 515,884 391,875 403,634 403,634 403,634 Total Operating Budget 7,607,549 8,732,690 10,050,631 10,536,745 10,521;509 10,521,509 . Debt Service 3,429,989 4,157,959 2,698,613 2,413,456 2,413,456 2;413,456 Capital Projects 4,558,696 6,852,774 10,182,293 6,996,151 7,079,570 .7,079,570 T Contingency/Reserves 2,031,230 2,012,664 1,400,081 11532,956 1,532;956 1,5321956 Total Expenditures - by Category, 17,627,464 21,756,087 24,331,618, 21,479,314 -21,547,491 21,547,491 EXPENDITURE SUMMARY - BY CATEGORY 1992JM ADOPTED BUDGET DorWngwcWPWseriw (7.t%)., 4 '.:S:,L:i'.j~Y+:`:vi::_:'.J:n:.4:}??'?:::_::i1 v:;y{n':q'•i{..}:: ;r': ?x: x:?.?iri:?%f}. 4vJ~:.? }t:::.~:{i:H.{•:}• . rv ...0{';'Y,.---'i+F i-•-{.{d/Mfv}Cin\{•':rr'fi:%r f 1'.+',. rf '.}+rr:?':} Capital Projects (32- ''`''^'.:..26rr•.--~4'{•~'<?"=`;-,}'?;M1%>~:,'•`'i:•;~}?';~::~: ~_:{-~.i::;Y%'i:'S5i+4.{.•;.+•%: -fii'y: :rx p{,`7 Cw.:?'t: is{'r,'%'i~'•}}j~}•• h+y?;:)}:•.,K{??+` v'+'n+:'-0Si•+:?i{4f.J:v: v,::.; ..}r•}..;~.j?hC.;: '•}S '$GFJ }f+;}• -SR•?•+C'Sv}''''1:1:?i:J'{.}} ' Xq};u,:Ci%.?:~.:: q S'.YJioS.rr{+~:'::iJi`Giii::;:;:;: . S +~'•{Fn •-i•}iy}rJ?{vyn~,;if4. :fin /;v.Fq'{'i •QJ::-i+ %"Fii vv?:(.:r{:?$: 'r~Y,.fn?S:}i9i+ • r{>::?~ aQenals & Swoes (13A%) Debt Service ,(11 LCapital Outlay (19 47 1992/93 Adopted Budget City of Tigard, Oregon Expenditure Summary - By Program Actual Actual Adopted Proposed Approved Adopted Description 1989/90 1990/91 1991/92 1992193 1992/93 1992/93 Community Services 3,269,934 3,974,360 4,596,889 4,897,180 4,881,944 4,881,944 Field Operations 1,017,497 1,310,917, 1,406,949 1,545,904 1,545,904 1,545,904 Development Services 11601,363 1,654,339 2,075,056 2,149,257 2,149,257. 2,149,257 Policy & Administration 1,005,488 1;300,793 1,587,865 1;648,208 1,648,208 1,648,208 General Government - - .713,2671 .492,281 , 383,878 296,196 296,196 296,196 Total Operating Budget 7,607,549 8,732,690 10,050,637 101536,745 10,521,509' 10,521,509 Debt Service 3,429,989 4,157,959 2,698,613 2,413,456. 2,413,456 2,4131456 Capital Projects 4,558,696 6,852,774 10,182,293 6,996,157 7,079,570 7,079,570 F; Contingency/Reserves 2,031,230 2,012,664 1,400;081. 1;532,956 1,532,956 1,532,956 Total Expenditures - by Program 17,627,464. 21,756,087 24,331,624. 21,479,314 21,547,491• 21,547,491 R , EXPENDITURE SUMMARY!, BY PROGRAM 1992193 ADOPTED BUDGET Conhr gervy/ReserMes Q.1 % C-nly Services (22.7 4 Capital Projects (32 Field operations (7^ r M_ Swam (10.0%) Debt Service (112% ` icy s Admnsvwon (7.6%) General Governmem (1.4%) 48 1 ' 1992/93 Adopted Budget City of Tigard, Oregon Expenditure Summary-- By Fund Type Special Debt Capital Total General Enterprise Revenue Service Projects Adopted Description Fund Funds Funds Funds Funds' 1992/93 Community Services 4,876,944 5,000 4,881,944 Field Operations 89,092 830,220 626,592 1,545;904 Deveiopment Services 1,640,540 109,313 399,404 2,149,257 Policy, & Administration 1,160,846 398,795 88,567 1,648,208 General Government 198,333 65,133 32,730 296;196 Total Operating Budget 7,965,755 1,403,461. 1,152;293 10,521,509 Debt Service 2,413,456 - 2,413,456 Capital Projects 154,684 1,906,092 2,111,594 2,907,200 7,079,570 Contingency/Reserves 550,000 745,000 237,956 1,532,956 Total Expenditures- by Fund 8,670,439 _ 4,054,553 3,501,843 2,413,456 2,907,200 21,547,491 EXPENDITURE SUMMARY - BY FUND TYPE 1992193 ADOPTED BUDGET CapdW a 135 ti <:,%;r.•£'~::,::•}:••: :}-}.•J. a.u•• ?i .fix K%K .'•tiF{~ µ~~~ti iii { ~.i~? f. Debt Svc (11 }.}}„',?;•.••:}T'°':: Genera1 (40.2'N Spec Revenue (1 -Pri 6 (19.8%) The above schedule and graph show the proportion of each Program's funding support by Fund type. Fora more detailed presentation of funding support by Program andBudget Units within Programs, see the Program Budget Matrix on page' 13. 49 1992193 Adopted Budget City of Tigard, Oregon Operating Budget History • The Operating Budget is that portion of the budget that is appropriated for operations of the City. Included in the operating budget are appropriations for Personal Services, Materials and Services and Capital Outlay for each department. Dept service, capital projects and contingency reserves are not included in each departmental operating budget. Shown below is the history of the total operating budget by program component for the past five years: Operating Budget History . 1 1 . ' i. - - (S 88/89 89% '90/91 91%92 92/93 Fiscal Year Community Services 0 Field Operations Devebpment Service Policy & Admin General Govemment Fiscal Community Field Development Policy & General Year Total Services Operations Services Admin Gov't Actual 88!89 6,931,991 2,977,792 897,265 1,418,232 845,168 793,534 Actual 89/90 7,607,549 3,269,934 1,017,497 1,601,363 1,005,488 713,267 Actual 90/91 8,732,690 3,974,360 1,310,917 1,654,339 1,300,793 492,281 Adopted 91/92 10,050,637 4,596,889 1,406,949 2,075,056 1,587,865 383,878 Adopted 92/93 10,521,509 .4,881,944 1,545,904 2,149,257 1,648,208 296,196 50 1992/93 Adopted Budget City of Tigard Total Operating Budget Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 .1991/92 1992/93 1992%93 1992/93 Personal Services Positions 157.50 167.75 162.50 162.50 162.50 162.50 Wages 3,835,530 4,230,147 4,746,126 4,940,857 4,940,857 4,940,857 Overtime 143,311 170,637 192,977 211;186 211,186. 211,186 Worker's Compensation 213,062 .181,501', 185,513 195,519 195,519 195,519 Payroll Taxes 304,655 354,113 390,373 417,183 417,183 417,183 Retirement 359,518 646,741 765,636 811,416 811,416 811,416 Group Insurance 405,509 438,334 564,257 650,294 650,294' 650,294 Total 5,261,585 6,021,473• 6,844,882 7,226,456 7,226,456 7,226,456 .Materials,& Services Prof/Contract Services 526,894 686,004 1,078,300 1,113,382 1,084,382 1,084,382 Repair And. Maintenance 375,937. 388,579 416,957 419,914 419,914 419,914 Special Dept. Expense . 83,021 105,769 136,887 151,640 165,404 165,404 Office Supplies 185,322 201,091 225,197 215,017 215,017 215,017 Advertising & Publicity 52,152 47,186 47,475. 48,320 48,320 .48,320 Fees, Dues & Subscriptions 52,647 52,085 79,347 89,973 .89,973 89,973 Travel & Training', 80,514 94,130 139,645 130,014. 130,014. 130,014 Rents & Leases 136,024 42,473 87,566 47,210 47,210 47,210 Utilities 299,427 334,703 365,000 400,685 400,685 400,685 Insurance 109,045 112,886 105,500 125,000 125,000 125,000 Library Materials 88,827 101,100 132,000 165"500. 165,500 165,500 Total . 1,989,810 2;166,006 2,813,874 2,906,655 2,891,419 2,891,419 Capital Outlay Land & Improvements 2,587 22,089 1500' 1,500 1,500 1,500 Vehicles 186,488, 100,898 119,319 89,000 89,000 89,000 Equipment- 167,079 392,897 271,056- 313,134 313,134 313,134 Total 356,154 515,884 391,875 403,634 403,634 403,634 Total Program 7;607549- 8,703,363 10,050,631 10,536,745 10,521,509 10,521,509 51 .1992/93 Adopted Budget Clty,of Tigard, Oregon Community Services Program Program Funding Distribution Total by Total by Fund Program Program General Criminal Forfeiture Police 3,610,660 3,591,896 18,764 Library 837,231 837,231 Education Services 59,169 59,169 Social Services 50,000 50,000 Parks Maintentance 324,884 324,884 Total by Fund 4,881,944 4,863,180 18,764 62 1992/93 Adopted Budget City of Tigard Total Community Services - #1000 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1,992/93 Personal Services Positions 72.25 79.25 75.50 77.00 77.00 77.00 Wages 1,949,254. 2,069,169 2,314,124 2,406,692 2,406,692 2,406,692 Overtime 114,356 1.43,548 168,945 190,362 190,362 190,362 Worker's Compensation 130,982 111,046 120,197 127,644 127,644 127,644 Payroll Taxes 157,882 179,141 195,441 210,843 210,843 210,843 Retirement 160,360 .404,505 453,203 479,514 479,514 479,514 Group Insurance 195,947 197,894 263,522 , 309,083 309,083 309,083 Total 2,708,781 3,105,303 3,515,432 3,724,138 3,724,138 3,724,138 Materials & Services Prof/Contract Services 71,115 200,217 341,792 434,638 405,638 405,638 Repair And Maintenance 142,290 171,866 175,159 186,590 186,590. 186,590 Special Dept. Expense 44,332 57,355 79,697 96,492 110,256 110,256 Office Supplies- 66,814 65,438 69,775 70,021 70,021 70,021 Advertising & Publicity 6,962 4,249 5,300 6,150 6,150 6,150 Fees, Dues Subscriptions. 2,325 3,196 4,712 5,813 5,813 5,813 Travel & Training 31,865 39,790 53,844 54,193 541-1,93 54,193 Rents & Leases 14,019-- 20,027 27,536 31,525 31,525 31,525 Utilities 400 10,389.. 10,389 10,389 Insurance Library Materials 88,827 101,100- 132,000 165,500 165,500 165,500- Total 468,549 663,238 890,215 1,061,311 1,046,075 1,046,075 Capital-Outlay Land & Improvements 6,376 Vehicles.. 39,994 86,014 69,319 Equipment 52,610 86,122 121,925 111,731 111,731 111,731 Total 921-60.4 178,512' 191,244 111,731 111,731 111,731 Total Program 3,269,934 3,947,053 4,596,891 4,897,180 4,881,944 4,881,944 53 1992193 Adopted Budget City of Tigard, Oregon Community Services Program, Police Department . . Ad M..'Irus .0- Dh' y Actual, Actual Adopted . Proposed Approved Adopted Acct Description 1989/90 1990/91 1991192 1992/93 1992/93 1992193 Personal Services 2,1.58,018 2,415,457 2,719,352 2,864,889 2,864,889 2,864,889 FTE 50.50 -53.75 50.00 51.00 51.00 51.00 Materials & Services . 214,606 357,899 560,603 642,499 656,263 656,263 Capital Outlay 71,616 110,075 126,711 89,509 89,509 69,509 Total Police - by Category 2,444,240. 2,883,431 3,406,666 3,596,897 _3,610,660 3,610,660 Administration 206,622 133,186 208,359 `197,153 197,153 197,153 Operations 1,567,167 1,817,988 1,774,978 1;882,204 1,882,204 1,882,204 Investigations 278,817 494,849 591,492 548,235- . 561,999 561,999 Support Services . 391,634. 437,408 554,946 626,242 626,242 626,242 Traffic 276,892 343,062 343,062 343,062 Total Police - by Dept. 2,444,240 2,883;431 3,406,666. . 3,596,897 3,610,660 3,610,660 54 1992/93.Adopted Budget City of Tigard Police Administration -.Dept. #1110 Program summary The Chief of Police is responsible to the City Administrator for overall operation and. administration of the Police Department. The Chief also directly supervises the department's Crime Prevention/Public Information Aff icer, executive secretary, and two lieutenants, one in charge of operations and one in charge of support services. 1992/93 Goals/Objectives • Move department philosophy towards problem-solving and-community involvement. Address workload issues with alternative procedures- Emphasize better communication within department. • Complete organizing City into neighborhood watch groups. • Complete revision of department's'general orders and procedures. Performance Measures 1 Description 1989/90 1990/91 1991/92 1992/93 PI & PH reported crimes 3,154 3,779 3,898 4,270 Population' 27,050 29,652 32,835 32,000 Calls for service 34,412, 37,797 40,906 44,473 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Police Chief 1 1 1 1 Executive secretary 1 1 1 1 Crime Prevention Officer 1 1 55 1992/93 Adopted Budget City of Tigard Police Administration - #1110 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 - 1992/93 1992/93 1992/93 Personal Services Positions 5.00 3.00 3.00 • 3.00 100 3.00 Wages 127,121 75,304 117,043 118,048 118,048 118,048 Overtime 5,150 96 4,876 5;913 5,913 5,913 Worker's Compensation 11,449 5,629 6,073 6;125 6,125 6,125 Payroll Taxes 10,332 6,017 9,750 10,013 10,013 10,013 Retirement 9,861 14,782 24,185 24,525 24,525 24,525 Group Insurance 15,987 7,910 13,657 15,033 15;033 15,033 Total, 179,900 109,738 175,584 179,657 179,657 179,657 Materials & Services Prof/Contract Service's 1,279 Repair And Maintenance 3,275 4,694 5,875 5,600 5,600 5,600 Special Dept. Expense 3,431 1,362 1,760 0 1,760 1,760 1,760 Office Supplies 9,535 3,913 5,000 3,000 3,000 3,000 Advertising,& Publicity 405 Fees, Dues & Subscriptions 885 151. 1,240 1,315 1,315 1,315 Travel & Training 5,346 6,091 4;000 4,000 4,000 4,000 Rents & 'Leases 1,000 1,200 1,200 1,200 utilities 400 621 621 621 Insurance Library Materials Total 24,156 16,811 19;275 , 17,496 17,496 17,496 Capital Outlay Land & Improvements 5,398 Vehicles 12,000 Equipment 2,566 1,239 1,500 Total 2,566 6,637 13,500 Total Program - 206,622 133,186 208,359 197,153 197,153 197,153 1 56 1992/93 Adopted Budget City of Tigard Police Operations - Dept. #1120 Program Summary The Operations Division consists of three shifts operating twenty-four hours a day. The division is first responder to calls for service and emergencies and is responsible for investigating misdemeanor and class C felony crimes. Each shift' is managed by a sergeant who is assisted by a corporal. The sergeants are responsible to the Operations Lieutenant, who is directly responsible to the Chief of Police. The Division has maintained a rapid response to emergency calls of 3.9 minutes despite an increase in the number of investigative functions and an 8.3% increase over the previous year in the number of service calls. Crime specific areas focused on during the past year included walking patrols to discourage gang activity and directing patrols to combat auto theft. 1992/93 Goals/Objectives • Implement community policing. • Reduce, eliminate, or displace problems using directed patrols and community resources for problem solving. • Continue aggressive follow-up investigations by patrol officers. • Maintain clearance rates for-Part I and II crimes. Performance Measures Description 1989/90 1990/91 1991/92 1992/93 Part I & II Offenses 3,154 3,779 3,898 4,270 Calls for service 34,412 37,979 40,906 44,473 Sworn/per population 1.07 1.01 .9 1.2 Population served.. 27,050- 29,652 30,835 32,000 Personnel Summary Position 1989/90 1990!91 1991/92 1992/93 Lieutenant 1 1 1 1 Sergeant 3 4 3 3 ) Corporal. 3 4 4 5 Police Officer 22 21 20 19 57. 1992/63 Adopted Budget City of Tigard Police Operations - #1120 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91, 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 29.00 30.00 28.00 , 28.00 28.00 28.00 Wages 965,810 1,033,997 984,405 1,019,726 1,019,726 1,019,726 Overtime 81,345 : 91,538 108,047. 110,447 110,447 110,447 Worker's Compensation 92,329 68,842 68,052 70,367 70,367, 70,367. Payroll Taxes 79,640 90,337 87,362 91,777 91,777 91,777 Retirement 84,622 244,076, 231,395 235,660 235,660 235,660 Group Insurance 91,546' 91,475 95,599 125,501. 125;501 125,501- Total 1,395,292 1,620,265 1,574,860 1,653,478 1,653,478 1,653,478 Materials & Services Prof/Contract Services 4,071 2,000 20,260 20,260 20,260 Repair And Maintenance 53,080 62,336 69,875 59,695 .59,695 59,695 Special Dept. Expense 26,647. 39,288 44,804 48,000 48,000 48,000 Office Supplies 7,386 3,996 3,024 4,297 4,297 4,297 Advertising & Publicity 402 797 700 700 700 .Fees; Dues & Subscriptions 475 560 843 803 803 803 Travel & Training 14,360 .16928 22,906 '22,906. 22,906 22,906 Rents & Leases 475. Utilities 3,356 3,356 3,356 Insurance Library Materials Total 102,825 127,976 .143,452 160,017 166,017 160,017 Capital Outlay .Land & Improvements Vehicles 39,994 55,184 45,319 Equipment 29,056 14,563 11,347 68,769 68,709 - 68,709 Total 69,050 69,747 56,666 68,709 68,769 68,709 Total Program 1,567,167 1,817,988 1,774,978 _1,882,204 1,882,204 1,882,204 1 ' 58 1992193 Adopted Budget City of Tigard Police Investigations -Dept. #1130 Program Summary The Detective Sergeant„as Section Commander, is responsible to.the Services Division Lieutenant who is responsible'to the Chief 'of Police for the operations~and coordination of the Criminal Investigation Unit. The Criminal Investigation Unit is responsible for investigating all serious crimes committed within the City, as well as coordinating investigations being conducted by other agencies that are pertinent to the Tigard Police Department. The Criminal Investigation Unit is also responsible for narcotics investigations conducted by the department, and coordinating other agency narcotics investigations that lead into the,City of Tigard. The Criminal Investigation Unit is responsible to the School -Resource Officer Program (SRO), whereby two Tigard police officers, are -assigned and work in the schools. The SRO program provides the Tigard Schools with a law enforcement function on site at the schools, and greatly improves. relationships between students, staff and Police Department. 1992/93 Goals/Objectives • Maintain focus of detectives to more-serious crimes (A and B felonies) and follow-up.. • Expand computerized applications in the Detective Unit to include PPDS (Portland Police Data System) as well as.AFIS (Automated Fingerprint 'Identification System), mug photo files, etc. • Maintain high and consistent level clearance rate of crimes investigated: • Improve eff iciency and effectiveness, through use of electronic technologies, i.e., improved Varda System, tracking devices and,robbery surveillance equipment. • Improve coordination with Operations Division to enhance overall crime fighting efforts of entire Police Department. • Coordinate crime fighting efforts with surrounding jurisdictions to promote the spirit of communication and cooperation with other agencies and citizens we serve in our community. Performance Measures Description 1989/90 1990/91 1991192 1992/93 Part I & II crimes reported 3,154 3,779 3,898 4,270, Cases assigned investigation 649 591 620 620 Cases assigned each investigator 163 148 155 155 Part l ,cases cleared by investigation 164 173 182 173 Part II cases cleared by investigation 120 .209 164 164 % cases assigned/cleared by investigators 43.7% 64%a 65% 58% Personnel Summary _ Position 1989/90 1990/91 1991192 1992/93 Lieutenant 1 1 .33 .33 Sergeant - 1 Police Officer 4 7 8 6 Property Clerk .75 1 1 59 1992/93. Adopted Budget City of Tigard Police. Investigations -#1130 . Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 5.00' 8.75 9.33 8.33, 8.33 8.33 Wages 184,276 276,078 329,220 308,254 308,254- 308,254 Overtime 13,204 28,153 29,314 34,507 34,507 34,507 Worker's Compensation 12,692 19,711 21,142 20,049 20,049 20,049 Payroll Taxes 15,110 24,296 28,672 27,834 27,834 27,834 Retirement 14,935 69,242 75,087 71,543 71,543 71,543 Group Insurance 19,903 25,971 37,532 33,267 33;267 33,267 Total 260,120 443,451 520,967 495,454 495,454 495,454 . Materials & Services Prof/Contract Services " Repair And Maintenance 4,427 9,670 9,200 11,160 11,160 11,160 Special Dept. Expense 81012 9,074 21,238 15,800 29,564 29,564 Office Supplies 518 1,523 .1,500 1,500 1,500 1,500 Advertising Publicity Fees, Dues & Subscriptions 154 438 700 1,730 1,730 1,730 -Travel Training .5,586 8,414 12,126 12,000 12,000 12,000 Rents & Leases 563 5,011 4,440 4,440 4,440 'LJtilities 4,351 4,351 4,351 Insurance Library Materials Total 18,697 29,682 49,775 50,981. 64,745. 64,745 Capital Outlay - Land & Improvements Vehicles 10,495 12,000 Equipment 11,221 8,750 1,800 1,800 1,800 Total 21,716 20,750 1,800 1,800 1,860 Total Program 278,817 494,849 591,492 548,235 561,999 .561,999 60 1992/93 Adopted Budget City of Tigard Police Support Services - Dept. #1140 Program Summary The Records Section Supervisor is responsible to the Services Division Lieutenant, who is responsible to the Chief of Police for, the records function and coordination with all other sections and divisions within the Police'Department and City of Tigard. The major function of the Records Section is records keeping, processing and is the primary answering point for all phone calls coming into the Police Department. The Section provides teletype.service to the field units as well as local records checks; locate and confirm warrants of arrest, enter and remove all stolen items from the Law,Enforcement Data System, computerized records, assistance, and support to all Police Department sections and divisions. The Records Section completes data entry and OUCR (Oregon Uniform Crime Reports) support for all criminal. and traffic activity of the Police Department, and has all records control and processing responsibility, which include logs.(citations, FIRS, name.files, arrest; warnings, and case logs, etc.) files and all reports. At this time the Records Section provides 24 hour, 7. day a week records. service. 1992/93 Goals/Objectives Complete computerization process of Police Records Section., • Interface the Tigard Police Records. with Portland Police Data System. • Continue updating records system and microfilming of purged records. Work toward a paperless, process for Tigard,Police reporting system. • Consolidate process of taking of original control of data entry. • Maintain a high quality data base with quality control.of data entry. • Make necessary changes to comply.with American Disability Act. • Continue to provide high level records service to other units of Police Department; City.of Tigard, other agencies and citizens. Performance Measures Description 1989/90 1990/91 1991/92 1992/93 Part I & II Crimes Reported 3,154 3,779 3,898 4,270 Population served 27,050. 29,652 30,835. 32,000 Calls for service 34,412 '37,979 40,906 44,473 Personnel Summary Position 1989/90* 1990191* 1991/92 1992/93 Lieutenant .34 .34 Records. Supervisor 1 1 'Records Clerks 5 5 No historic data available as this is a new unit as of 11/15/90. - 61 1992/93 Adopted Budget City of Tigard - Police Support Services - #1140 Actual Actual Adopted. Proposed Approved Adopted 198940 1990/91 1991/92 1992193. 1992/93 1992/93 Personal Services Positions 11'.50 12.00 6.34 6.34 6.34 6.34. Wages 247,996 165,101 128,943 139,224 139,224 139,224 Overtime 13,558 - 18,867 20.,633 .20,709 20,709 20,709 Worker's Compensation 2,037 2,312 1,845 1,954 1,954 1,954 Payroll Taxes 20,273 16,653 11,962 12,988 12,988 12,988 Retirement 12,477 21,941 19,328 21,621 21,621 21,621 Group Insurance 26,365 17,129 19,873 21',550 21;550 .21,550 Total 322,706 242,003 '202,584 218,046' 218,046 218,046 Materials & Services Prof/Contract Services 14,985 122,975 259.,047 298,294 298,294 298,294 Repair'A6d Maintenance 12,480 18,761 25,261 27,800 27,800 27,800. Special Dept. Expense 3,790 5,279 5,243 6,506 6,506, 6,506 Office Supplies 26,438 20,051 23,811 32;311. 32,311 32,311 Advertising & Publicity 1,095 1,656 2;000 21200 ,2,200 2,200 Fees, Dues Subscriptions 75 352 510 595 595 595 Travel & Training 2,732 2,203 3,250 3;250 3,250 3,250 Rents & Leases 7,333' 12,153 11,640 20,240 20,24Q 20,240 utilities Insurance Library. Materials Total 68,928. 1831430 330,762 391,196 .391,196 391,196 Capital Outlay Land & Improvements Vehicles Equipment 11,975 21,600 17,000 17,000 17,000 Total 11,975 21,600 17,000 17,000 17,000 Total Program 391,634 437,408 554,946 626,242 626,242 626,242 62 1992/93 Adopted Budget City of Tigard Police - Traffic - Dept. #1150 Program Summary The Traffic Unit Sergeant, is responsible to the Services Division Lieutenant who is responsible to the Chief of Police- for, coordination and, management of the Traffic Section. The Traffic Section is a specialized unit that investigates all fatal traffic accidents and. serious accidents that have a high likelihood that a fatality will result and accidents with unusual characteristics such as those involving hazardous materials, large commercial vehicles, school buses with injuries and extreme property, damage. The Traffic Section is responsible, to conduct selective enforcement based upon complaints from citizens of the community, and also conduct selective enforcement in paces which traffic analysis indicates, there is a high probability of accidents occurring which.are high risk for `atalities and/or injury. Management, coordination, and participation in traffic safety organizations and educational activities is also a responsibility of the Traffic Section. Investigative and enforcement support to surrounding jurisdictions is also provided by the Traffic Section. Continuous-uniform and fair traffic enforcement programs educate violators and will promote safe and orderly passage of vehicles on our streets and highways. 1992/93 Goals and- Objectives • Reduce traffic accidents through a selective traffic enforcement program. • Reduce injuries and property damage from traffic accidents. • Encourage a high level of voluntary compliance with traffic laws and ordinances with high visibility programs, education and enforcement. • Protect rights of people living or working adjacent to streets and highways within the city, making it a safer place to work and live. • Maintain a sound, realistic', and balanced traffic program to generate community support for selective enforcement programs, i.e., Operation Slowdown. • Identify new residential areas that fit criteria for Operation Slowdown. Performance Measures Description . 1989/90 1990/91 1991/91 1992/93 Population served 27,050 29,650 30,835 32,000 Vehicles/day at Washington Square 21,244 21,508 21,768 22,028 Population/day at Washington Square 44,612 45,167 45,712 46,267 Accidents/year, 505 704 635 604 Personnel Summary Position 19.89/90 1990/91 199192 1992/93 } Lieutenant .33 .33 Sergeant 1 1 . Motorcycle. Traffic Officer 2 2 Night Traffic Officer (Grant) 2 63 1992/93 Adopted Budget City of Tigard Police Traffic - #1150 Actual- Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1091/92 1992/93 1992/93 1992/93 Personal Services -Positions 3.33 5.33 5.33 5.33 Wages 174,962 201,835 201,835 201,835 Overtime 5,075 15,785 15,785 15,785 Worker's Compensation 8,768 13;547 13,547 13,547 Payroll Taxes 11,269 17,672 17,672 17,672 Retirement 30,3 1,0 45,650 45,650 45,650 Group Insurance 14,974' 23,764 23,764 .23,764 Total - 245,358. 318,253 318,253 318,253 Materials & Services Prof/Coritract Services . Repair And Maintenance 6,400 11,740 1,_1,740 11,740 w. Special Dept. Expense 3,832 7,006 71006 7,006 Office Supplies 3;000 Advertising & Publicity 100 250 250 250 Fees,.Dues & Subscriptions 75 100 100 100 Travel, & Training 3,092 3,092. 3,092 3,092 Rents & Leases 840 Utilities 621 621 621 Insurance Library Materials Total 17,339 22,809 22,809 22,809 Capital Outlay Land & Improvements Vehicles 'Equipment 14,195 2,000 2,000 °2,000 Total 14,195 2,000 2,000 2,000 Total Program . 276,892 343,062 343,062 343,062 64 1992/93 Adopted Budget City of Tigard Library Services - Dept. #1410 - Program Summary . The Library Director is responsible to the City Administrator for the overall operation of the City's Library. The Library is the community's shared resource for free access to information for continuing education, recreational reading and enrichment of the quality of life in Tigard. Major on-going responsibilities include collection development, circulation of materials, reference, youth services, large print outreach, literacy support and special programs to promote use of the Library. 1992/93 Goals/Objectives • Maintain quality customer service.- - • Maintain 65 open hours per week, to include Sunday afternoon. • Continue-to enlarge and improve materials collection, in all areas. • Offer electronic data base and CD ROM index information for-reference. • Continue cooperative projects with Tigard school district librarians. • Continue to develop volunteer program, both adult and youth. • Continue to develop programs for teenagers to increase their usage of the library. Inciease training opportunities for all library staff, • Improve acquisitions reporting procedures. • Prepare preliminary . plans for•satellite library facilities and expansion of current facility. Performance Measures Description .1989/90 1990/91 1991/92 1992/93 Population served 33,000 33,953 35,000 36,000 Size of collection 54,000 69,735 73,109 77,000 Circulation 282,814 355,540 381-1600 425;000 Staff :Circulation 1:181392 1:19,752 1:20,622 1:22,368 Collect ion/popu I ation served 1.6 2 2 2.1 Staff:Population served 1:2,164 1:1,886 1:1,892 1:1,895 Volunteer hours 6,162 6,502 -7,177, 7,500 Value of volunteer hours $35,000. $35,750 $39,474 $41,250 Personnel Summary , Position 1989/90 .1990/91 1991/92 1992/93 Library Director 1 1 1 1 Senior Librarian 2 2 2 2 Librarian 15 2.5 3.75 2.8 Lirary Asst 111 3 3. 3 2.4 Library Asst II .235 1.5 1.78 2.4 LibraryAsst 1 1.5 8 7.97 8.4 Library Aide 3.5 65 1992/93 Adopted Budget City of Tigard. Library Services - #1410. Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93- 1992/93 Personal Services -Positions 15.25 18.00 18.50 19.00 19.00 '19.00 Wages 312;744 370,460 413,431 438,969 438,969 438,969 Overtime -10 53 - Worker's Compensation 3,066 4,249 2,892 3,047 3,047 3,047 Payroll Taxes 23,955 29,814 33,062 35,647 35,647 35,647 Retirement 30,862 40,468 52,285 57,756 57,756 57,756 Group insurance 33,599 39,132 60,027 63,079 63,079 .63,079 Total 404,236 484,176 561,697 598,498 598,498 598,498 Materials & Services 'Prof/Contract Services 1,219 5,026 6,225 5,226 5,226 5,226 Repair And Maintenance 4,836 2;698 3,795 4,095 4,095 4,095 Special Dept. Expense 4,850 4,850 4,850 Office Supplies 20,083 34,337 29,635 28,003 28,003 28,003 Advertising & Publicity 2,276 1,175 3,200 3,000 3,000 3,000 Fees, Dues & Subscriptions 464 527 - 494 320 320. • 320 Tavel & Training 1,919 3,214 5,520 5,520 5,520 5,520 Rents & Leases 1,268 1,503 2,145 1,645 1,645 1,645 Utilities Insurance Library Materials 88,827, 101,100 132,000 165,500 165,500 165;500 Total 120,892 149,580, 183,014 218;159 218,159 218,159 Capital Outlay Land & Improvements Vehicles . Equipment 11,136 40,251 14,533 20,575 20,575 20,575 Total 11,136 40,251' 14,533 20,575 20,575 20,575 Total Program 536;264 674,007 759,244 837,232 837,232. 837,232 . 66 . 1992/93 Adopted Budget City of Tigard Education Services - Dept. #1420 Program Summary The Education Services section of the Library provides fee-based community classes and programs for all ages. Under the direction of a Senior Librarian, a full-time Program Coordinator recruits, schedules, and monitors . instructors and events. A quarterly program catalog is produced as an insert in the City newsletter. Educational Services also acts as a clearing house for information on community youth organizations. -1992/93 Goals/Objectives • Establish relationship with Tigard Area Historical and Preservation Association that includes access to Tigard House for classes and programs. • Continue to develop cooperative program with school district that will provide citizens access to tax- funded facilities and equipment. • Work towards dedicated space for programs that will include adequate storage. Performance Measures Description 1989/90 1990/91 1991/92 1992/93 Population served 33,000 34,000 35,000 36,000 Classes offered 84 115 125. 205 Registrants 803 1,213 1,500 1,500 Revenue 2,370 9,290 14,500 16,000 Personnel Summary Position 1989/90 1990/91 1991/92. 1992/93- -Library Assistant III .5 1 1 1 67 1992/93 Adopted Budget City of Tigard - Education Services - #1420 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1.991/92 1992/93 1992/93 1992/93 Personal Services Positions 0.50 1.00 1.00 1.00 1.00 1.00 Wages 9,299 19,746 21,100 22,822 22,822 221-822 Overtime Workers Compensation 83 175 150 159 159 159 Payroll Taxes, 645 1,363 1,687 1,853 1,853 1,853 Retirement 902 2,954 :2,739 2,739 2,739 Group Insurance 2,289 3,620 2,552 2,552 2,552 Total 10,027 24,475 29,511 30,125 30,125 30,125 Materials & Services ; Pr6f/Contract Services 2,910 1,545 16,470 16,258 16,258 16,258 Repair And Maintenance' 200 Special Dept. Expense 10,550 10,550 10,550 Office Supplies' 2,674 .955 3;805 91'0 910 910 Advertising Publicity 2,291 79 Fees, Dues & Subscriptions 100 100 100 Travel-&Training 475 475 475 Rents & Leases . Utilities Insurance LibraryMaterials Total 7;875 2,579 20,475 28,293 28,293 28,293 Capital Outlay Land & Improvements Vehicles Equipment 600 750 750 750 Total 600 750 750 750 Total Program 17,902 27,654 49,986 59,168 59,168 59,168 68 3 jjthjs page intentionally left blank) 1992/93 Adopted Budget City of Tigard Social Services - Dept. #1500 Program Summary Each year, the Budget committee appropriates funds to support social service activities that assist or benefit Tigard citizens. , The following agencies have received support as noted over the past several years: Agency 1989/90 1990/91 1991/92 1992/93 Community Youth Services of Washington County $27,500 $27,500 $27,500 $27,500 Loaves & Fishes/Tigard Seniors 12,000 15,000. 15,000 15,000 WCCAO/Neighborshare 4,000 6,000 7,500 7,500 Domestic Violence Resource Center 2,500 Tigard. Turns the Tide 1,000. 250 Rape Crisis Hot Line 358 Hope. Haven Washington County Roundtable for Youth Harmony House Total, Support. $44,500 $51,608 $50,000 $50,000 The City,of Tigard Budget Committee is currently developing a policy to document the City's goal in funding social agency activities. Included with the .policy will be an application, procedure to help facilitate the decision making process. 69 1992/93 Adopted Budget City of Tigard Field Operations - Parks Maintenance - Dept. #1600 Program Summary The-Parks Supervisor is responsible to the Field Operations Director for maintenance and operation of City parks and grounds. The goal of the Parks Division is to provide superior park maintenance activities for. all parks,-city facilities and greenways at the level of service determined by the Field, Operations Director, City. Administrator, Mayor and City Council.- 1992/93 Goals/Objectives • Provide fast, cost efficient service in maintaining the City's park system. • Provide continued innovation in supplying parks related facilities to meet public demand. • Provide an example of excellence in parks maintenance services to the community. Performance Measures Description 1989/90 1990/91 199i/92 1992/93 Acres of park land 140 .140 140 118 Acres of greenway 129 129 129 117. Acres -of facility grounds 12 Acres maintained 160 160 160 143 Number of parks 14 15 15 10 Number of greenways 30 Miles of bike paths 5 Acres/employee 45 38 45 41 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 -Crew supervisor 1 1 1 1 Utility worker'/// 1 1 1 Utility worker II 1 3 3 3 Utility worker, 1 4 1 1 1 Part-time 1 1 70 1992/93 Adopted Budget City of Tigard Park Maintenance -#1600 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 - 1992/93. 1992/93 Personal Services Positions 6.00 6.50 6.00 6.00 6.00 6.00 Wages 102,008 128,483 145,020 157,813 157,813 157,813 Overtime 1,089 4,841 1,000 3,000 3,000 3,000 Worker's Compensation 9,326 10,128 11,276 12,396 12,396 12,396 Payroll Taxes . 7,927 10,661 11,677 13,059 13,059 13,059 , Retirement 7,603 13,094 17,658 20,020 20,020 20,020 Group Insurance 8,547- 13,988 18,240 24,339 24,339 24,339 Total 136,500 181,195 204,871' 230,627 230,627 230,627 Materials & Services . . Prof/Contract Services 6,222 14,992 6,050 15,600 15,600 15,600 Repair And Mairtenance 64;192 73,707 54,553 66,500 66,500. 66,500 Special Dept. Expense 2;452. 2,352 2,820 2,020 2,020 2,020 Office Supplies = 180 '663 Advertising & Publicity 493 542. Fees, Dues & Subscriptions 272 568 850 850 850 850 Travel & Training 1,922 2,940 2,950 2,950 2,950 2,950 Rents & Leases 4,943 5,808 6,900 4,000 4,000 4,000 Utilities 1,440 1,440 1,440 Insurance Library Materials Total 80,676 101,572 76,123 93,360 93,360 93;360 Capital,Outlay Land & improvements 978 Vehicles 20,335 Equipment 9,852 6,273 50,000 897 897 897 Total 9,852 27,586 50,000 897 897 897 .Total Program 227,028 ' 310,353 330;994 324,884 324,884 324,884 71 (This page intentionally left blank) 1992/93 Adopted Budget Chy,of Tigard, Oregon Field Operations Program ` ' < tkit.... < <tit . «ir ry.::::::.:. Program Funding Distribution Fund Total by State: Gas County. Program Program General Sanitary Storm Tax Gas Tax Administration 105,022 15,344 24,722 22,128. 42,828 Sanitary Sewer 354,355 354,355 Storm Sewer 269,280 269,280 Street Maintenance 533,793 53,700 330,631. 149,462 Shops Services 107,619 15,723 25,334 22,675 43,887 Property Management .175,835 58,025 29,013 29,013 59,784 Total by Fund 1,545,904 89,092 433,424 396,796 477,130 149,462 72 r (This page intentionally left blank) 1992/93 Adopted Budget City of Tigard Total Field Operations,- #2100 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 ' 1992/93 'Personal Services Positions 21.00 26.50 25.00 24.00. 24.00 24.00 Wages 413,238 527,030 605,581 601,173 601,173 601';173 Overtime 4,517 5,726 5,000 5,100 5,1.00 5,100 Worker's Compensation 61,440 45,585 40,019 , 41,666 41,666 41,666 Payroll'Taxes 32,019 42,516 48,828 49;233 .49,233 •49,233 Retirement 40,207 54,199 73;849 75;810 75,810 75,810 Group Insurance 52,258 66,894 84,059 89,397 89,397 89,397 . Total 603,679 741,950 857,336 862,379 .862,379 -862,379 Materials Services Prof/Contract Services 10,085 89,345 185;930 216,960 _216,960 21"61960' Repair And Maintenance 188,606 180;583 1971200 197,850 197,850 197,850 Special Dept. Expense 8,637 11,054 12,780 12,140 12,140• 12,140 Office Supplies 649 4,095 6,900 5,332 5,332 5,332 Advertising & Publicity 1,879 1,285 " 500', 500 500 Fees, Due' s'& Subscriptions 2,101 1,282 3,900 4,050 4,050 4,050 Travel Training 8,728 7,707 12,100 12,100 12,100 12,100 Rentst Leases 3",142 10,242 23,200 14,200 141,200 14,200 Utilities 960 960 .960 Insurance Library -Materials Total 223,827 305,593 442,010 464;092 464,092 464,092 Capital Outlay Land & Improvements 2,587 15,713 Vehicles 138;130 14,884 42,000 73,000 73,000 73,000 Equipment 49,274 232,777 65,600 146,433 146,433 146,433 ;Total 189,991 263,374 107,600 219,433 219,433 219,433 Total Program 1,017,497 1,310,917 1,406,946 1,545,904 1,545,904 1,545,904 73 1992/93 Adopted Budget City of Tigard Field Operations - Administration - Dept. #2110 Program Summary The Field Operations Director is responsible to the City Administrator for operation and supervision of all maintenance activities on infrastructure, vehicles and City buildings. Funding for maintenance activities is as follows: • Sanitary sewer and storm drain - sewer and storm drain charges • Streets - combination of State and County gas taxes • Parks --,property taxes - General Fund • Fleet and building - variety of revenue sources 1992/93 Goals/Objectives - • Investigate and resolve citizens' concerns • Optimize building maintenance and custodial programs • Provide support to Parks Board • Complete computerization of fleet, sewer, street and parks maintenance programs • Improve field operations facility . • Improve production through better utilization of equipment • Revise and upgrade City-wide emergency management system Performance Measures Description 1989/90 1990/91 1991/92 1992/93 Citizen calls 3,900 3,870 2,600 Support.Park Board (hrs) .65 86 30 Support Fleet Operations (hrs) 740 800 600 Support Operations Facility (hrs) 420 420 380 Support Parks Maintenance (hrs) 580 601 280 Support Sanitary Sewer/Storm (hrs) 680 301 300 Support Building Maintenance (hrs) " 530 701 460 Property Management (hrs) 410 432 400 'Street Maintenance.(hrs) 1,160 900 610 Personnel Summary Position 1989/90 _1990/91 1991/92 1992/93 Field Operations director 1 1 1 1 Office Assistant 111 1 1 1 Office Assistant 11 1 1. 1 74 1992/93 Adopted Budget City of Tigard Field Operations Administration - #2110 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 2.00 3.00 3.00 2.00 2.00 2.00 Wages 69,561 88,041 94,249 65,615 65,615 .65,615 Overtime 2,269 349 500 250' 250 •250 Worker's Compensation 2,614 2,581 618 426 426 426 Payroll Taxes 5,252 7,022 7,577 5,349 5,349 5,349 Retirement 7,860 10,333 12,083 8,844 8,844 8,844 Group Insurance 6,491, 10,653 10,324 9,557' 9,557 9,557 Total 94;047 118,979 125,351 90,041- 90,041 90,041 Materials & Services Prof/Contract Services 1,274 4,282 - 1,930 1,000 1,000 1,000 Repair And Maintenance 1,294 1,770 4,000 4,350 49350 41350 Special Dept._ Expense 657, 621 1,150 1,000, 1,000. 1,000 Office Supplies -379 2,551 6,900 5,332 5,332. 5,332 Advertising Publicity -300 300 300 Fees, Dues & Subscriptions 563 85' 1;200 500 500 500 Travel & Training. 1,973 1,059 2,300 2,300 2,300 2,300 Rents & Leases 314 200 200 200 200 Utilities. ' Insurance Library Materials Total '6,140 10,682 17,680 14,982. 14,982 14,982 Capital Outlay Land & Improvements 15,713 Vehicles Equipment 9,655 3,495 Total 9,655 19,208 Total Program 109,842 148,869 143,031 105,023 105,023 105,023 75 1992/93 Adopted Budget City of Tigard Field Operations - Sanitary Sewer - Dept. #2120 Program Summary The Wastewater Supervisor is responsible to the Field Operations Director for the sanitary-sewer maintenance program. The program includes preventative maintenance; repair, video inspection, line cleaning and repair, manhole rehabilitation and records keeping. Maintenance 'standards are established by the -Unified Sewerage Agency (USA) a county-wide sewer authority who also sets sewer rates. 1992/93 Goals/Objectives. • Clean and inspect existing sanitary sewer lines and maintain 3-5 year line cleaning cycle. • Computerize all video inspection and line maintenance records and incorporate inspection software with Wastewater Maintenance Management. • Continue with manhole rehabilitation and line repair programs to reduce inflow and infiltration into sanitary system. Performance Measures Description 1989/90 1990/91 1991/92 1992/93 Feet of sewer line accepted 522,403 563,640 578,208 582,981 Feet of sewer line inspected 135,000 300;000 300,000 275,000 Manholes in.system * 2,805 Manholes. rehabilitated * 200 * Historical data not available. Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Crew Supervisor 1 1 1 .5 Utility Worker III 1 1 1 Utility'Worker II 2 2 2 3 Utility Worker I 4 3 .3 Maintenance Worker 3 76 1992/93 Adopted Budget City of Tigard Field Operations. Sanitary Sewer - #2120 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92. 1992/93- 1992/93 1992/93 Personal Services Positions 9.00 8.00 7.00 6.50 6.50 6:50 Wages 158,193 137,945 158,529 149,730 149,730 149,730 Overtime 855 492 500 700 700 700 Worker's Compensation 15,989 14,701 12,298 11;628 11,628 11,628 Payroll Taxes 12,379 11,078 12,718 12,216 12,216 12,216 Retirement 15,404 12,041 19,153 18,445 18,445 18,445 Group Insurance 22,741 17,855 22,289 24,202 24,202 ' 24,202 Total 225,561 194,112 226,487 216,921 216,921 216,921 Materials & Services Prof/Contract Services 1,678_ 5;506 14,250 14,850 14,850 14,850 Repair,And'Maintenance 38;311 29,251 31,850 28,000 28,000 28;000 Special Dept. Expense 3,703 3,600 . 2,725 2,575 2,575 2,575 Office Supplies 83 .,296 Advertising Publicity 724 751. Fees, Dues & Subscriptions 699 258 800 650 650 650 Travel & Training 3,343 , 1,939 2,750 2,700 2,700 2,700 Rents & Leases - 575 100 2,500 3,000 31000 3,000 Utilities 480 480 480 Insurance Library Materials -Total 49,116 41.,701 54,875 52,255 52,255 52,255 Capital Outlay Land & Improvements Vehicles 128,950 19,000 19,000 19,000 Equipment 11,493 83,794 39,000 66,179 66,179. . 66,179 Total 146,443 83,794 39,000 85,179 85,179 85,179 Total Program 415,120 319,607 319,362 354,355 354,355 354,355 77 1992/93 Adopted Budget City of Tigard Field Operations - Storm Sewer - Dept. #2125 Program Summary The Wastewater Supervisor is responsible to the Field Operations Director for storm drainage maintenance. Beginning July 1, 1990; the City formed a. Storm Water section that carries out maintenance activities year-round in participation with the county-wide Surface Water Management Agency. Maintenance standards have been established by-the Agency along with the rates charged to citizens to fund maintenance activities. Program maintenance includes video inspection, line cleaning and repairs, catch basin cleaning and construction, manhole rehabilitation and recordskeeping. - 1992/93 Goals/Objectives • Perform maintenance program in accordance with Agency standards: • Clean and inspect existing storm sewer lines. • Repair and install storm sewer lines and-catch basins, as needed. • Open ditch reshaping and vegetation removal. • Driveway culvert cleaning. Performance Measures Description 1989/90 1990/91 ' 1991/92 1992/93 Feet of storm lines- accepted 181,107 190,686 268,282 268,282 Feet of storm lines inspected 93,900. 93,900 Catch basins accepted - 11758 1,,843 Catch basins cleaned 1,172 1,212 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Crew Supervisor .5 Utility Worker III 1 .1. 1 Utility Worker II 2 Utility Worker 1 4 2 4. } 78- 1992/93 Adopted Budget City of Tigard Field Operations Storm Sewer- #2125 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 5:00 5.00 5.50 •5.50 5.50 Wages 79,150 111,411 129,800 129,800 129,800 Overtime 218 500. 650 650 650 Worker's Compensation 8,540 8,657 10,079 10,079 10,079 Payroll Taxes 6,153 8,950 10,593 10,593 10,593 Retirement 7,344 12,870 .16,057 16,057 16,057 Group insurance 8,251 16,209 18,863 18,863 .18,863 Total 109,656 158;597 .1 86,0Q 186,042 186,042 Materials & Services Prof/Contract Services •8,650 15,000 15,000 15,000 Repair And Maintenance 14,383 34,800 25,500' 25,500 25,500 Special Dept. Expense 1,499: .2,025 3,240 3,240 3,240 Office Supplies _ Advertising & Publicity 137 Fees, Dues Subscriptions 81 200 200 200 .200 Travel & Training 1,108 1,800 1,800 1,800 1,800 'Rents & Leases 1,106 2,500 2,500 2,500' 2,500 Utilities Insurance Library Materials Total 18,314 .49,975 48,240 48,240 48,240 Capital Outlay Land & Improvements Vehicles Equipment 92,556 4,000 35,000 35,000 35,000 Total 92,556 4,000 35,000 35,000 35,000 Total Program 220,526 212,572 269,282 269,282 269,282 79 1992/93 Adopted Budget City of Tigard Field Operations - Streets Maintenance - Dept. #2130 Program Summary The Street Crew Supervisor is responsible to the- Field Operations director for operation and maintenance of the City's streets and roadsides, bicycle paths, including patching, sweeping, sanding, marking, signing, brushing and roadside mowing. 1992193 Goals/Objectives • Maintain the following programs: Street sweeping Street patching • Signs • Crack sealing • Roadside brushing and mowing • Gravel road grading/rocking. • Bike path, repair • Street marking • Maintain street tree and" shrub trimming, as needed • Improve public relations • Improve efficiency of operation and continue timely responses to internal Request For Action (RFA) requests Performance Measures Description 1989/90 1990/91 1991/92 1992193 Miles of street maintenance (including streets awaiting acceptance) .99 104 104 106 Miles (linear) of streets swept 93 97 99.35 101.35 Actual sweeping miles 205 207 Number of sweeps 6 6 6 6 Street signs installed/replaced 500 600 600 650 Hours grading . 400 320 320 350 Tons asphalt patching 220 425 425 475 Pounds crack sealer 4,500 16,000 13,000 18,000 Yards of rack/sand 930 1,000 2,000 2,000 Street marking (square feet) 3,287 6,000 6,000 6,000 Miles of mowing 24 24 24 24 Residential trees/shrub trimming (in miles) 20 20 20 20 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Crew Supervisor 1 1 1 1 Utility Worker,111 1 1 1 Utility Worker II 2 2 2 . 2 Utility Worker 1 2 3 2 3 Maintenance Worker 2 Temporary Flagger .5 80 1992/93 Adopted Budget City of Tigard Field Operations Street Maintenance - 0130 Actual Actual Adopted Proposed Approved Adopted .1989/90 1990/91 1991/92 1992/93 1992/93 1.992/93 Personal Services Positions 7.00. 7.50 7.00 7.00 7.00 T.00 Wages 125,528 152,473 164,919 174,832 174,832 174;832 Overtime 1,268 3,100 3,000 3,000 3,000 3,000 Workers Compensation 38,006 14,125 12,971 13,721 13,721 13j721. Payroll Taxes 9,655 12,592 -13,428 14,441 14,44.1 14,441 Retirement' 11,448 16,790 20,130 22,036 22,036 22,036 Group Insurance 16,823 23,374 27,263 27,654 27,654 27,654 Total 202,728 222,454 241,711 255,684 255,684 '255,684 Materials & Services Prof/Contract Services 5,373 19,048 83,200 83,900 83,900 83,900 Repair And Maintenance 96,584 92,223 95,400 107,100 107,100 107,100 Special Dept. Expense.2,687 3,894 4,450- .3,050 31050 3,050 Office Supplies 1,77 836 Advertising & Publicity, 877 397 200 200 200 Fees', Dues & Subscriptions 258 .192 200 300 300 300 Travel &Training 2,290. 21403' 3,000 3,000 3,000 3,000 Rents & Leases 2,281 8,722 17,000 71000 7,000- 7,000 utilities 480 480 480 insurance Library, Materials -Total 110,527 127,715 203,250 205,030 205,030 205,030 Capital Outlay Land & Improvements Vehicles 9,180 14,884 42,000 35,000. 35,000 35,000 Equipment 22,202 37,889. 15,800. 38,079 38,079 38,079 Total 31,382 52,773 57,800 73,07.9 73,079 73,079 Total Program. 344,637 402,942 502,761- 533,793 533,793 533,793, - 81 1992/93 Adopted Budget City of Tigard Field Operations - Shop Services - Dept. #2150 Program Summary The Equipment Maintenance Supervisor is directly responsible to the Operations Director for organization and . operation of the fleet maintenance division. Major.ongoing functions of the division are maintenance and repair of all city. equipment, including cars, light and heavy trucks, off-road equipment, sweepers and stationary power equipment; maintaining equipment records, parts inventory control, fuel storage-and dispensing equipment, and providing parts purchase and department support., 1992/93/ Goals/Objectives • Repair and maintain City equipment to ensure safe and dependable operation. • Maintain sufficient parts inventory to minimize. down -time. • Improve shop efficiency to keep up with growing fleet and. increased use of equipment. • Complete transition to computerize fleet maintenance program. • Train mechanics on new equipment and technology. Performance Measures ; Description 1989/90 1990/91 1991/92 1992/93 Total quantity of equipment maintained (by type): Rolling stock 68 70 72 73 Non-rolling stock 32 33 35 35 Small equipment 17 " 18 20 21 . Number of hours on fleet management 100 150 300 300 Number of hours on scheduled services - Police 170 170 175 180 Number of hours on scheduled services - City 255 260 260 268 . Number of hours on unscheduled repairs 280 300. 320 150 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Mechanic 2 2 2 2 82 i 1992/93 Adopted Budget City of Tigard , Field Operations Shops & Services - #2150 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 2.00 2.00 2.00- 2.00 .2.00 2.00 Wages 43,121 48,672 53,692- 56,525 56,525 56,525 Overtime 91 1,250 200 Worker's Compensation 3,110 3,919 3,692 3,869 3,869 3;869 Payroll Takes 3,436 3,988 4,310 41590 4,590 4,590 Retirement 3,684 51374 6,959 7,408 7,408 7,408 Group Insurance 5,567 5,114 5,631 6,347 6,347 6,347 Total 59,009 68,317 74,484 78,739. 78,739 78,739 Materials & Services Prof/Contract Services 1,750. 958 2,850 4,105 4,105 4,105 Repair:And Maintenance 8,884. 8,855 11,150 11,400 11,400 11,400 Special, Dept. Expense 1,381 1,290 2,000 2,000 2,000 2,000 Office Supplies 10 286 Advertising & Publicity 278 Fees, Dues & Subscriptions 578 643 -1,100 2,000 2,000 2,000 Travel & Training 1,095 688 1,700 1,700 1,700 1,700 Rents& Leases 500 500 500 500 Utilities Insurance Library'Materials Total . ' 13,976 12,720 19,300 21,705 21,705 21,705 Capital Outlay Land & Improvements Vehicles Equipment 5,924 14,568 6,800 7,175• 7,175 7,175 Total 5,924 14;568 6,800 - 7,175 7,175 7,175 Total Program 78,909 95,605 100,584 107,619 107,619 107,619 83 1992/93 Adopted Budget City of Tigard Field Operations - Property Management - Dept. #2160 Program Summary The Building Maintenance Supervisor reports directly to the'field Operations Director and is responsible for building, as well -as parks, maintenance: Major ongoing functional responsibilities are .maintenance of city-owned buildings, including City Hall, Field Operations Center, Chamber of Commerce, Senior Center and Tigard Youth Services. 1992/93-Goals/Objectives Improve physical plants to meet applicable building codes. } • Meet State and Federal, safety requirements as they.relate to employee worksites. • Establish physical maintenance program to preserve City's investment in its facilities. • Training of building maintenance personnel to broaden expertise in additional areas of building maintenance. • Prioritize functions of personnel to accommodate processing of RFA's (Request for Action forms). • Daily inspection of janitorial service by maintenance personnel and direct daily contact with ; contractor'. Performance Measures Description (in hours) 1989/90 1990/91 1991/92 1992/93 Custodial service 100 150 180 180 Building maintenance 1,280 2,000. 1,380 1,380 Unscheduled building maintenance 300 200 120 120 Special projects 110- 110 240 240, Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Building Maintenance Specialist 1 1 1 1 84, 1992/93 Adopted Budget City of Tigard Field Operations Property Management - #2160 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 " 1992/93 1992/93 Personal Services Positions 1.00 1.00 1.00 1.00 1.00 1.00 Wages : 16,835 20,749 22,781 24,671. 24,671 24,671 Overtime 34 317 300 500 500 500 Worker's Compensation 1,721 1',719 1,784 1,943 1,943 1,943 Payroll Taxes 1,297 1,683 1',846 2,044 2,044 2,044 Retir'ement 1,811 2,317 2,654 3,021 3,021 3,021 Group Insurance 636. 1,647 2,344 2,773 2,773 21773 Total 22,334 28,432 31,709 34,952 34,952 34,952 Materials & Services, Prof/Contract Services . 10 59,551 75,050, 98,105 98,105 98,105 Repair And Maintenance 431*533 34,101 20,000 21,500 21,500 21,500 Special Dept. Expense 209 150 430 275 275 275 F-: Office Supplies 126 Advertising & Publicity Fees,-Dues &Subscriptions 3' 23 400 400 400 400 Travel & Training 27 510 550 600 600 600. Rents & Leases 286 500. 1,000 1,000 1;000 Utilities Insurance Library Materials Total 44,068 94,461 96,930 121,880 , 121;880 121,880 Capital Outlay Land & Improvements 2,587 - ` Vehicles 19,000 19,000 19,000- Equipment 475 Total 2,587 475 19,000 ' 19,000 19,000 Total Program 68,989 123,368 128,639 175,832 175,832 175,832 P• 85 t (This page intentionally left blank) , 1992/93 Adopted Budget . City of Tigard, Oregon Development Services Program VM```"'" ; . tom Program Funding Distribution - Fund Total by State Gas Traffic Program Program. General Sanitary Storm Tax Impact Community Development 1;247,267 1,191,421 9,010 29,592 9,010 8;233 Engineering 643,992 449,119 42,375 28,336 75,025 49,137 Street Lights 258,000 - 258,000 Total by Fund 2,149,256 1,640,540 51,385 57,929 342,035 57,370 1 , 86 1992/93 Adopted Budget City of Tigard Total Development Services - #2200 " Actual Actual Adopted Proposed Approved Adopted 1989/90, 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 34.75 34.50 34.50 34.00 34.00 34.00 Wages 877,536 951,722; 1,071,897 1,131,268 1,131,268 1,131,268 Overtime 16,032 15,261 1.1,375 ..11,141 11,141 11,141 Worker's Compensation 15,606 .19,322 20,206' 20,881 20,881 20,881.. Payroll Taxes 68,871 77,806 86,540 92,663. 92,663 92;663 Retirement 94,507 106,086 138,753 149,190. 149,190 149,190 Group Insurance 88,1.32 96,507 121,141 140,492 140,492 140,492 Total 1,160,684 1,266,704 1,449,912 1,545,635. 1,545,635 1,545,635 Materials & Services Prof/Contract Services 115,412 56,651 268,905 205,044 205,044 205,044 Repair And Maintenance 9,683 9,431 15,447 16,520 16,520 16,520 Special Dept. Expense 18,574 21,331 25,305 20,953. 20,953 20,953 to Office Supplies 24,527 11,369 9,550 11,472 11,472 11,472 Advertising & Publicity 18;053 7,588 6,300 7,050 7,060. - .7,050 Fees, Dues:& Subscriptions 4,790 4,658 11,903 11,017 11;017 11,017 Travel & Training 15,728 17,332 27,008 26,753 26,753 26,753 Rents & Leases Utilities 202,426 230,242 241,000 262,112 262,112 262,112 Insurance Library Materials Total 409,193• 358,602 605,418 560,921 560,921 560,921 Capital Outlay" Land & Improvements Vehicles. 81,364 8,000 16,000 16,060 .16,000 Equipment 23,122. 27,013 11,725 26,700 26,700 26,700 Total 31,486 27,013 19,725 42,700 42,700 42,700 Total Program 1,601,363 1,652,319 2,075,055 2,149,256 2,149,256 2,149,256 87 1992193 Adopted Budget City of Tigard, Oregon Community Development Program City of Tigard , it Services Administration - #2210 ~tual Adopted Proposed Approved... Adopted 10/91 1991/92 1992/93 1992/93 1992/93 7.00 3.00 3.00 3.00 3.00 511 97,767 100,844 100,844 100,844 166 378 634 650 650 650 399 T,730 8,136 8,136 8,136 261 .13,277 13,777 13,777 13,777 525 11,495. 15,139. 15,139 15,139 240 130,903 •138,546 138,546 138,546 1 33 12.950 13,360 13,360 13,360 335 2'1466 1,720 1,720 1 72 0 19 281 7,000 8,972 8,972 8;972 347 898 1,645 , 1,454 1,454 1,454 850 4,700 4,700 4,700 4,700 Actual Actual Adopted Proposed Approved Adopted Acct Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 863 28,761 30,206 ' 30,206 30;206 Personal•S®rvices 725,871 813,118 909;896. 971,014 971,014 971,014 FTE 22.50 ` 22.50 22.50 22.00 22.00 . 22.00 Materials & Services 166,885 94,991 312,353 252,601 252,601.00 252,601 8,000 8,000 8,000 Capital Outlay 13,667 12,455 3,575 23,650 23,650 23,650 086 3,450 31450 3,450 086 11,450 11,450 • 11,450 Total Comm Dev - by Category 906,423 920,564 1,225,824 1,247,267 1,247,267 1,247,267, 189 159,664 180,202 180,202 180,202 Administration • 246,095 218,189 159,664 180,202 180,202 180,202 Building Inspection 306,484 395,688 407,637 411,649 411,649 411,649 Current Planning • 353,844 356,687 239,130 273,542 273,542 273,542 Advance Planning 419,397 381,874 381,874 381,874 Total Comm Dev by Dept. 906,423 920,564 1,225,829 1,247,267 1,247,267 .1,247,267 88 90 r 1992/93 Adopted Budget City of Tigard ~c y of Tigard Development Services - Building Inspection - Dept. #2220 Administration Dept #2210 Program Summary am Summary The Building Division, part of the Community Development Department, is responsible for reviewing plans, issuing 6IE or over-all management of the Community Development permits and inspection of construction to ascertain-compliance with State Building, Plumbing and Mechanical an ng; administration of the Tigard'Development Code, as it Codes. The Division is also responsible for permit issuance and inspection•of private sanitary and storm drains, I and development, including implementation of-the Parks coordination of permits issuance and development approval with other divisions, agencies and the,public. ns; Code enforcement; and general economic development C.) 1992193 Goals/Objectives Provide plans examination and inspections' services for over 2400 building, plumbing, mechanical, sewer, manufactured home and oversize load permits. 4. Goals/Objectives • Enforcement of erosion control, storm water quality and solar access regulations. lomer service, especially at initial counter, and telephone Performance Measures - (t: with focus on teamwork and recognition. Description 1989/90 1990/91 1991/92 1992/93 s, such as relationships with METRO, Washington Count Residentialunits 750 750 500 576 Y Commercial permits 180 .200 275 740 C .Other permits 113 100 150 300 41; cing transportation needs with economic development an- Washington' Square/Lincoln- Center areas and expanding the Total permits 1,043 1,050 925 2,469 a limits. Development valuation (in millions) $60 $62 $60 $58 C. Number of inspections 7,472 10,000 10,500 10,000 C Personnel Summary rs nnel Summary Position 1989/90 1990/91 .1991/92 1992/93 Building Official 1 1 1 1 0 39/90 1990/91 1991 /92. 1992/93 Inspector III 4 4 4 4 11 1 1 Inspector II .5 1.5 1.5 1 1 1 1 Inspector I 1 1 1 .Permit Coordinator 1 1 4 2 1 1 Office Assistant I I I 1 1 • 2 1 91 89, . 1992/93 Adopted Budget City of Tigard Development Services Building'Inspection -#2220 Actual Actual Adopted Proposed . Approved Adopted _ 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 7.50 7.50 8.50. 8.00 8,.00 8.00 Wages 217,646 245,387 278,896 278,829 278,829 278,829 Overtime 368 11 Worker's Compensation 6,283 7,215 8,476 8,250 8,250 8;250 Payroll Taxes 16,761 19,611 22,303. 22,643 22,643 22,643- Retirement 21,343 26,343 33,741 34,931 34,931 34,931 Group Insurance 17,213 22,495 29,008 29,770 , 29,770, 29,770 Total 279,614 321,062; 372,424 374,423 374,423 374,423 Materials & Services Prof/Contract Services 5,530 8,296 13,180 8,284 9,284 9,284 Repair And Maintenance 3,698 3,164 5,500 4,700 4,700 4,700 Special Dept. Expense 4,447 5,109 6,740 4,725 4,725 4,725 'T Office Supplies .53 120 , Advertising & Publicity 209 549 300 - 300 300 Fees, Dues & Subscriptions .-230 405 960 1,000 1,000 1.,000 Travel Training 3,449 4,939 7,133 6,978 6,978 6,978 Rents. & Leases Utilities 1,739 1,739 1,739 Insurance Library Materials Total 17,516 22,582 33,513. 28,726 28,726 28,726 Capital Outlay Land & Improvements Vehicles 8,364 8,000 8,000 8;000 Equipment 990 2,044. 1,700 500 - 500 500 Total 9;354 2,044 1,700 8,500. 8,500 8,500 Total Program 306,484 345,688 407,637 411,649 411,649 41.1,649 92 1992/93 Adopted Budget City of Tigard Development Services - Current Planning - Dept. #2230 Program Summary The Current Planning Division is partof the Community Development Department. Activities within Current Planning include reviewing and processing applications for comprehensive plan amendments, zone changes, sensitive lands, subdivisions; variances, planned developments, land partitions, site design reviews, conditional and temporary uses, signs, sign code exceptions, annexations and land use decision appeals to City bodies. The Division applies, and in certain cases updates, the Comprehensive Plan and Community Development Code and is responsible- for code enforcement. Staff support is provided to the Planning Commission, hearings officer, eight, NPO's and two CPO's. 1992/93 Goals/Objectives . • Rewrite certain sections of the Community Development Code, such as planned developments, height and setback standards, infill policies and standards and signage in the Central Business District. • Continue to improve customer service by developing printed material to help explain City processes and standards. • Continue to improve effectiveness of code enforcement program. Performance Measures Description 1989/90 1990/91 1991/92 1992/93 Director's. land use decisions 169 180 200 Planning commissions/hearings officer 52 45 45 City council land. use hearings 26 31 30 Personnel Summary Position .1989/90 1990/91 1991/92 1992/93 Senior Planner 2 2 1 1 Associate Planner 11 1 2 ' .1 1 Code, Enforcement Officer 1 1 1 Planning Aide. 1 r Office Assistant III 1 1 Office Assistant 11 1 Assistant Planner , 2 2 2 2 93 1992/93 Adopted Budget City of Tigard Development Services Current Planning - *2230 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 7.00 8.00 6.00 6:00 6.00 6.00 Wages 175,323 229,506 152,305 173,780 173,780 173,780 Overtime 659 3,064 Worker's Compensation 1,415 2,414 1,685 1,954 1,954 1,954 Payroll Taxes 13,512 18,783 12,180 14,112 14;112 14,112 Retirement 19,328 26,518 20,298 23,351 23,351 23,351 Group Insurance .18,507 -24,531 20,117 25,187 25,187 25,187 Total 228,744 304,816 206,585 238,384 238,384 238,384 Materials & Services Prof/Contract Services 97,429 30,592 -13,775 17,600 . 17,600 17,600 Repair And Maintenance 785 568 1,353 1,225 1,225 1,225 Special Dept. Expense 8,783 6,j235, 900 900 900 900 Office Supplies (20) 262 Advertising & Publicity .12,898 5,117 6,300 6,750 6,750 6,750 Fees, Dues & Subscriptions 2,243- 21337 4,460 2,978 2,978 2,978 Travel & Training 1,412 5,435 5,332 5,332 51332. 5,332 Rents & Leases Utilities 373 373 373 Insurance Library Materials Total 123,530 50,546 32,120 35,158 35,1,58 35,158 Capital Outlay. Land & Improvements Vehicles Equipment 1,570 1,325 425 Total 1,570 1,325 425 Total Program 353,844 356,687 239,130 273,542 273,542 273,542 } 9d. 1992/93 Adopted Budget City of Tigard Development Services - Advance Planning - Dept. #2235 Program Summary The Advance Planning and Project Development division is responsible for: • Special planning projects such as park planning, urban design, special area plans, grants acquisition and administration, and coordination of planning issues with other agencies and. jurisdictions. • Maintaining and updating of the Tigard Comprehensive Plan and Development Code. Implementing Parks Improvement Programs including the Tigard Parks Levy. • Addressing major transportation planning issues. • Developing and maintaining the Tigard Geographic Information System. Administering the park reservation system. • Processing accounts payable disbursements for the Community Development Department. • Administering the business tax program. Staff support is provided to the Planning Commission, neighborhood planning and community participation organizations, Parks and Recreation Board, Economic Development Committee and City Council. The Division also provides administrative policy analysis support to the City Administrator and Community Development Director, when requested. 1992/93 Goals/Objectives Special Projects: 1) Continue the triangle study, including transportation and design studies. 2) Coordinate a program to influence issues outside the City. 3) Participate in and monitor Metro's 2040 plan. 4) Complete, verify and computerize address information within Tigard. 5) Initiate. a capital project in the city center area, as yet undefined. • Parks: 1) Complete Tigard Park Levy improvements. 2) Develop Tigard -Parks. 2000 Action Plan. 3) Implement improvements to park reservation procedures. ; • Transportation - Participate in addressing, important transportation issues, e.g., improvement of Highway 99W, area around Washington Square. • Information: 1) Expand use of geographic information system for. mapping and spatial analysis. . 2) Produce and distribute quarterly Tigard Business report. Personnel Summary 1 Position 1989/90 1990/91 1991192 1992/93 Senior Planner 1 1 ' Associate Planner 1 1 Assistant Planner 2 2 Office` Assistant III 1 1 95 1992/93 Adopted Budget City of Tigard Development Services Advance Planning - #2235 Actual Actual'. Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 5.00 5.00 5.00• 5.00 Wages 148,214 159,724 159,724 159,724 Overtime Worker's,. Compensation - 977 1,039 1,039 1,039 Payroll Taxes 11,853 12,971 12,971 12,971 Retirement 20,259 21,895 21,895 21,895 Group Insurance 18,685 24,034 24,034 24,034 Total 199,988 219,663 219,663 219,663 Materials & Services Prof/Contract Services 205,500 143,500 143,500 143,500 Repair And Maintenance 1,328 1,740 _ 1,740 1,740 Special Dept.. Expense 5,475 , 7,438 7,438 7,438 Office Supplies Advertising Publicity Fees, Dues Subscriptions 1,613 1,790 .11790 1,790 Travel-& Training. 4,043 4,043 4,043 4,043 Rents & Leases Utilities,- -insurance Library Materials Total 217,959 158,511 158,511 158,511 capital Outlay Land & Improvements Vehicles - Equipment 1,450 3,700- 3,700 3,700 Total 1,450 3,700 3,700 .3,700 Total Program 419,397 381,874 381,874 381,874 96 1992/93 Adopted Budget City of Tigard Development Services - Engineering - Dept. #2240 Program Summary The Engineering Department is responsible for the design and construction of capital improvement projects to be maintained by the City. Functions include facilities planning, design, technical review and construction inspection. The department is directed by the City Engineer and each division, as described below, is directed by a Senior Project Engineer: • Capital Improvements Division manages the capital improvement program for'public streets and utilities and prepares facilities plans for future improvement needs. 'The Development Review Division provides technical review of proposed private development projects, issues permits for private development of public facilities and provides inspection to assure compliance with City standards. 7 -1992/93' Goals/Objectives • Complete all budgeted projects in-the capital improvement programs. - • Complete program to streamline and clarify development review process related to streets and utilities. • Complete a transportation plan, for the "Diamond" area, in cooperation with adjoining jurisdictions. • Represent the City in coordination processes-for planning major regional transportation improvements and surface water management programs. Performance Measures The Capital Improvement Division will be managing the construction of the long-delayed Dartmouth Street LID, completing a•backlog of-small projects in streets and utilities, assisting in completion of Parks Levy projects, supervising the major pavement maintenance program and managing new capital improvement projects budgeted for fiscal, year 1992/93. The Development Review: Division expects to continue to have a heavy work load of private development projects proposed and under, construction. While, project volume is expected to decrease somewhat, ,the complexity of ' projects is increasing. As Tigard matures, development is occurring more on inf ill properties where development issues such as access and drainage tend to be more difficult. Personnel Summary, Position 1989/90 1990/91 1991/92 1992/93 City Engineer 1 1 1 1 •Development Services Manager 1 1 Senior Project Engineer 2 2 Project Engineer . 2 2 1 1 Surveyor 1• 1 Engineering Tech III 1 1 3 3 Engineering Tech II 3, 3 2 2 Engineering Tech I. y 2.25 2* 2` 2 Engineering .Aide 1 1 Office Assistant'lII 1 1 97 1992/93 Adopted Budget City of Tigard Development Services Engineering - #2240 Actual Actual Adopted Proposed Approved' Adopted 1989/90. 1990/91' 1991 /92 1992/93 1992/93 1992/93 Personal Services Positions 1.2.25 12.00 12.00 12.00. 12.00 12.00 Wages 322,007 336,318 394,715 418,091 418,091 418,091 Overtime 14,891 12,020 11,375 11,141. 11,141 11,141 Worker's Compensation 61595 8,315 8,434 8,988 8,988 8,988 Payroll Taxes 25,872 2$,013 32,475 34,803 34,803 34,803 Retirement 36,282 36,964 51,178 55,236 55,236 55,236 Group Insurance 29,166 31,956 41,838 46,362 46,362 46,362 Total 434,813 453,586 540,015 ,574,021 574,621 574,621 Materials & Services Prof%Contract Services 7,605 10,630 23,500 21,300 21,300 21,300 Repair And Maintenance 4,046 4,364 41-800 7,135 7,135, 7,135 Special Dept. Expense 5,234 9,968 1-2;190 7,890 7,890 7,890 Office Supplies 9;361 2,706 2,550 2,500 2,500 2,500 Advertising & Publicity. 4,946 1,575 Fees, Dues & Subscriptions 1;196 '1,018 3,225 3,795 3,795 3,795 Travel &_Training 7,494 3,108, 5,800 5,700 5,700 5,700 Rents Leases Utilities 2,000 . 2,000. 2,000 insurance . Library Materials Total 39,882 33,369 52,065 50,320• 501320.- 50,320 Capital Outlay Land Improvements Vehicles 8,000 Equipment 17,819 14,558 .8,150 19,050- 19,050 19,050 Total 17,819 14,558 16,150 19,050 19,050 19,050 Total Program 492,514 501,513 608,230 643;991. 643,991 643,991 98 1992/93 Adopted Budget City of Tigard Development Services - Street Lights/Signals - Dept. #2250 Program Summary Once street lights are installed', either by private developers or the City, energy to.operate the lights and maintenance of the lights becomes the responsibility of the City. The power to operate traffic signals and maintenance of them is also a function of the City. State gas tax revenues fund street lighting and signal operation throughout the City. The Engineering department is responsible for authorizir.g payment of street lighting and signal energy costs and contracting with the power company for maintenance of such facilities. r 1 ` i i 99 1992/93 Adopted Budget Clty.of Tigard . Development Services Street LlgNs/Signals - 0250- Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services . Positions Wages Overtime Worker's Compensation Payroll Taxes Retirement Group Insurance Total Materials & Services Prof/Contract Services Repair And Maintenance Special Dept. Expense Office Supplies Advertising Publicity Fees, Dues & ,Subscriptions, Travel & Training Rents & Leases_ Utilities 202.426 230,242 241,000 258,000 258,000 258,000• Insurance Library Materials Total 202,426 230,242 241,000 258,000 258,000 258,000 Capital Outlay Land & Improvements Vehicles Equipment Total Total Program " 202,426 230,242 241,000 258,000 258,000 258,000 100 J - This page intentionally left blank) 1992/93 Adopted Budget City of Tigard, Oregon Policy & Administration Program pol ~A "I J' -16n < Ott 11 Program Funding Distribution Fund Total by State Gas County Program Program General Sanitary. Storm . Tax Gas Tax Mayorl City Council . 40,801 27,320 6,524 '2,448 3,672, 836 City Administration 299,744 200,709 47,929 17,985 26,977 6,145. Peronnel 152,899 102,381 24,449 9,174 13,761 3,134 Finance 453,884 188,634 158,632 72,576 22,694 11,347 Admin Services 700,878 641,801 29,539 29,539 Total by Fund 1,648,205 1,160,846 267,073 131,722 67,104 21,463 1.01 1992/93 Adopted Budget City of Tigard Total Policy & Administration - #3000 - Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services - Positions 29.50 27.50 27.50 27.50 27.50 27.50 Wages 595,502 682,2Z6' 754,525 801,724 801,724 801,724 Overtime 8,406 6,102 7,657 4,584 4,584 4,584 Worker's Compensation 5,034 5,548 5,091 5,327 .5,327 5,327 Payroll Taxes 45,883 54,650 59;564 64,444 64,444 64,444 Retirement 64,444 81,951 99,832 106,902 106,902. 106,902 Group insurance 69,172 77,039 95,534 111,319 .111,319 111,319 Total 788,441 907,516 1,022,203 1,094,300 1,094,300 1;094,300 Materials & Services Prof/Contract Services 94,149 122,375 156,673 125,490 125,490. 125,490 Repair And Maintenance . 3,913 7,961 29,151 18,954 18,954 18,954 Special Dept. Expense 7,438 11,843 19,105 22,055 22,055 22,055 Office Supplies 39,748 51,479 69,192- 128,192 128,192 128;192 Advertising & Publicity4,893, 6,533- 35,875 34,620 341'620_ 34,620 Fees, Dues Subscriptions 5,840 .11,959 28;334 31,371 31,371 31,371 Travel & Training 24,193 29,301 46,693 36,968 36,968 ' 36,968 Rents & Leases 757 820 1,830 1,485 1,485 1;485 Utilities Insurance 112,886 105,500 125,000 125,000 125,000 Library Materials Total 180,931 355,157 492,353 524,135 524,135 524,135 Capital Outlay "Land & Improvements 1,500 1,500 1,500 1,500 Vehicles Equipment 36,116 38,120 71,806 28,270 28,270 28,270 Total 36,116 38,120 73,306 29,770 29,770 29,770 Total Program 1,005,488 1,300,793 1,587,862 1,648,205 1,648,205 1,648;205 102 1992/93 Adopted Budget City of Tigard, Oregon Policy & Administration Program City Administration Department, ciistii~ <>Ma` ` ixr [t»> r.. Actual Actual Adopted Proposed Approved Adopted , Acct # Description 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services 158,501 258,600 318,080 335,396 335,396 335,396 FTE 5.00 5.00 6:50 6.50 6.50 6.50 Materials & Services 40,549 99,295 161,017 158,048 --158,048.00 158,048 Capital Outlay 736 2,462 8,206 Total City Admin - by Category 199,786 360,357 487,303 493,444 493,444 493,444 Mayor & City Council 22,536 24,339 37,120 40,801 - 40,801 .40,801 City Administration 177,250 208,585 295,851 299,744 299,744 299,744 Personnel 127,433 154,331 152,899 152,899 152,899 Total, City Admin - by Dept. 199,786 360,357 487,303 493;444 493,444 493A" 103 1992/93 City of Tigard Mayor & City Council - Dept. #3110 City Administration - Dept. #3120 Program Summary • Mayor and City Council exercises all discretionary powers, both legislative and executive, control over City administration through the City Administrator. • City Administrator is responsible to the Mayor and City Council for the overall operation of the City and implementation of Council policy.. • City Recorder provides assistance to City Council in agenda preparation, meeting attendance, minutes creation, meeting follow-up, ordinance and resolution preparation, ordinance codification and local elections coordination. • Community Relations Coordinator is responsible for maintaining professional community and business relationships with organizations, elected officials, outside. agencies and others serving as liaison to City Boards and Committees, producing and printing information (e.g., Citywide newsletter) and coordinating special events.. 1992/93 Goals/Objectives Provide support in"the following areas: • Council • Community information/involvement/responsiveness • Election process City Council goals Performance Measures Description 1989/90 1990/91 1991/92 1992193 Average number hours/Council meeting 4 3.5 3.5 3.5 Number of Council meetings 45 33 45 36 Number of ordinances 40 33 45 40 Number of resolutions 120 76 75, 80 Population served 27,050 29,652 30,835 32,000 Number of Citywide newsletters/year 10 10 9 Number of Board & Committee newsletterstyear 2 2 Number of customer service surveys 3 2 Citizen inquires and responses 1,680 2,000 2,000 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 City Administrator 1 1, 1 1 City Recorder 1 1 1 Community Involvement Coordinator 1 1 1 1 Executive Secretary 1 Office Assistant III 1 104 1992/93 Adopted Budget City of Tigard Mayor & City Council = #3110 Actual Actual Adopted Proposed Approved' Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions Wages Overtime Workers Compensation . Payroll Taxes Retirement Group Insurance 2,099 2,369 2,780 5,085 5,085 5,085 Total .2;099 2,369 2,780 51085 5,085 5,085 Materials & Services Prof/Contract Services 9,550 6,600 10,100 15,100 15,100 15,100 Repair And Maintenance •87 2 Special Dept. Expense 37 2,140 2,140 2,140 Office Supplies., - - 1,394 2,256 2,750 2,701 2,701 2,701 Advertising & Publicity 3,649 3,395 3,755 3,755 3,755 3,755 Fees, Dues & Subscriptions 10 1,212 2,360 1,600 1,600 1,600 Travel & Training 5,710 8,080 15,375. 10,420 10,420 10,420 Rents Leases utilities Insurance Library., Materials. Total 20,437 '21,545 34,340 35,716 35,716 35,716 Capital Outlay Land & Improvements Vehicles Equipment 425 Total 425 Total Program 22,536 24,339 37,120 40,801 40,801 40;801 105 is intentionally left blank) (Th Page 1992/93 Adopted Budget City.of Tigard City Administration - #3120 Actual Actual Adopted` Proposed Approved Adopted 1989/90 1990/91 1991/92, 1992/93 1.992/93 1992/93 Personal Services Positions 3.00 3.00 4.00 4.00 4.00 4.00 Wages 122,251 133,755. 159,703 160,627 160,627 160,627 Overtime 1,614 1,488 W.orker's Compensation $10 907 1,003 1,007 1,007 1,007 Payroll Taxes 8,986 10,112 11,384 12,011 12,011 12,011 Retirement 15,535, 17,500 21,884 22,076 22,076 22,076 Group Insurance 7,206 10,097 14,264 .16,449 16,449. . 16,449 Total 156,402 173,859 208,238 212;170 212,170 212,170 Materials & Services Prof/Contract Services 19 3,341 10,363 14,200 14,200 14,200 Repair And Maintenance 2,338 3,167 1,650 3,550 3,550 3,550 Special Dept. Expense 7,398 11,815 19,075 19,875 191875 19,875 Office Supplies - 2,555 3,531 3,960 4,440 4,440 - 4,440 Advertising & Publicity 834 28,250 27,600 27,600 27,600 Fees, Dues & Subscriptions 1,480 2,366. 6,804 10,584 10,584 10,584 Travel.& Training -6,322 71-856 7,305 7;325 7,325 7,325 Rents & Leases .164 utilities Insurance Library.Materials Total 20,112 33;074 79,407 87,574 87,574 87,574 Capital Outlay Land & Improvements Vehicles Equipment ' 736 1,652 8,206 Total 736 1,652 8,206 Total Program 177,250 208,585 295,851 299,744 299,744 299,744 106 1992/93 Adopted Budget _ City of Tigard Personnel Management - Dept. #3130 Program Summary The Personnel Division is responsible for planning and administering all personnel/human resource functions for the City including employee and labor relations, city-wide training, maintenance of position classification,' compensation plans, recruitment and selection, employee benefits administration and maintenance of City employee personnel records. 1992/93 Goals/Objectives • Organizational development through research and implementation of new personnel practice. • Build employee productivity and capacity through training. • Develop and enhance productivity and capacity through training. • Implement requirement of American Disabilities Act (ADA). • Update Personnel policies and procedures. Performance Measures Description- 1989/90 1990191 1991/92 1992193 Applications 1,700 1,9212,642 3,000 Recruitments, 46 48 39 32 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Personnel Manager 1 1 1 1 Personnel Generalist 1 1 1 1 Executive Secretary, .5 107 1992/93 Adopted Budget City of Tigard Personnel Management - #31-30 Actual Actual Adopted Proposed- Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 .1992/93 Personal Services Positions 2.00 2.50 2.50 2.50 2.50 Wages 62,931 79,316 88,300 88,300 88,300 Overtime 164 1,2801. Worker's Compensation 78 523 565 565 565 Payroll Taxes 5,038 6,445 7,171 7,171 7,171 Retirement 8,360 1,1,284 12,362 12,362" 12,362 Group Insurance 5,801 8,213 9,743 9,743 -9,743 Total 82,372 107,061 118,141 118,141, 118,141 Materials & Services Prof/Contract Services 35,275 37,340 21,580 21,580 21,580 Repair And Maintenance 49 . 45 •53 53 .53 Special Dept. Expense - Office, Supplies 5,180 41667 707 71607 7,607 Advertising & Publicity Fees,-Dues & Subscriptions 1,487 1,835 1,810 1,810 1,810 Travel & Training 2,685 3,383 3,383 3,383 3,383 Rents & Leases 325 ' 325 325 Utilities Insurance Library Materials Total 44,676 47,270. 34,758 34,758 34,758 Capital Outlay Land & Improvements- Vehicles Equipment 385 Total 385 Total Program 127,433 154,331' 152,899 152,899. 152,899 108 age intent'onall left bank) ~"Ch~s p , 1992/93 Adopted Budget City of Tigard; Oregon. Policy & Administration Program Finance Department a. ante...... 'Y f purd Actual Actual Adopted Proposed Approved. Adopted Acct # Description 1989190 1990/91 1991/92 1992193 1992/93 1992/93 Personal Services 321,314 296,122 314,538 342,900 342,900 342,900 FTE 10:00 9.00 8.00 8.00 8.00. 8.00 Materials & Services . 58,712 74,571 96,241 91,535 91,535.00 91,535 Capital Outlay 13,913 25,901 9,400 19,450 19,450, 19,450 Total Finance - by Category 393,939 396,594 420,179- 453,884 453,884 453,884 Finance 206,166 137,264 115,853 120,687 120,687 120,687 Computer systems 79,324 85;274 90,536 90,536 90,536 Accounting 187,773 180,006 219,051 '242;661* 242,661 '242,661 Total Finance - by Dept. 393,939 396,594 '420,179, 453,884. 453,884 453,884 109 1992/93 Adopted Budget City of Tigard Finance - Dept. #3210 Program Summary The Finance Director is responsible to the City Administrator for all City financial activities including computer system management, accounting, management of cash, investments and debt service, capital improvement financing, financial forecasting, coordination of annual audit, preparation of annual budget and' centralized purchasing. The Director also manages issuance of debt including: General obligation bonds Bond anticipation notes • Certificates of participation The Finance Director acts as financial consultant to department heads and. the City Administrator in addition to also acting as staff liaison to the Budget Committee and occasionally to the Solid Waste Advisory Committee. 1992/93 Goals/Objectives • Enhance five year financial forecast model • Analyze future effect of Measure 5 on general fund revenues • Develop cash flow analysis.to enhance investment management activities • Prepare annual budget and financial statements • Explore cooperative billing with water districts • Renegotiate utility franchise agreements Performance Measures Description 1989/90 1990/91 1991/92 1992/93 Average investment portfolio 10,500,000 10,000,000 11,000,000 8,000,000 Debt issued 1,900,000 2,244,000 3,000,000 3,000,000 City Operating Budget 8,389,243 9,402,357 10,050,637 10,521,509 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Finance- Director 1 1 1 1 Purchasing Specialist . 1 1 1 1 Executive Secretary. 1 1 1 Computer' Systems Manager 1 Data Specialist 1 110 1992/93 Adopted Budget. City of Tigard Finance - #3210 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/k 1992/93 1992/93 1992/93 Personal Services Positions 5.00 3.00 2.00 2.00 2.00 2.00 Wages 139,595 84,549 74,867 78,292 78,292 78,292 Overtime 4,235 266 Worker's Compensation 1,021 752 475 493 493 493 Payroll Taxes 11;044 7,132 5,987 .6,358 6,358 6,358 Retirement 17,658 11,650 10,481 10,961 10,961 10,961 Group Insurance 17,111 11,025 8,282 9,741 9,741 9,741 Total 190,664 115,374 100,092 1051845 105,845 105,845 Materials & Services ' Prof/Contract Services 9,700 11,858 3,750 1,650 1,650 1,650 Repair And Maintenance . 93 70 -486 350 350 350, Special Dept. Expense Office Supplies. 1,462, 3,368• 1,700 1,000 1,000 1,000 .Advertising & Publicity 60 1,177 1,800 1,825 1,825 1,825 Fees, Dues & Subscriptions 1,336 1,316 5;500 8,477 8,477 .8,477 .Travel & Training • 2,080' 2;254 2,525 1,540 1,540 1,540 Rents & Leases 101 Utilities Insurance Library Materials Total 14,832 20,043 1'5,761 14,842 14,842 .14,842 Capital Outlay Land'& Improvements Vehicles Equipment 670 1,847 Total 670 1,847 Total Program 206,166 137,264 115,853 120;687. .120,687 120,687, ' 111 1992/93 Adopted Budget. City of, Tigard ' Computer Systems - Dept #3220 Program Summary Department provides centralized computer service to the City and is responsible for installation, maintenance and control of all related hardware and software as well as system security for all data. Computer systems assists user departments in the selection, acquisition and training of all hardware and software, both standard and customized. Nearly.200 users regularly utilize, the system from more than 120 workstations located throughout City Hall, Police Department, Library and Public Works. In addition, users-from the City Attorney's office, Lake Oswego Police Department and other authorized users have 24 hour a day access to the network- through the-telephone system. Availability of the system has been greater than 990% with downtime primarily for routine maintenance purposes. Daily backup of all-'data provides for a high degree of integrity and-reliability. 1992/93 Goals/Objectives Maintain high level of system reliability and availability, • Enhance personnel training • Fine tune new and existing systems, • Ensure accuracy of all software systems Assist user departments in hardware and software selections • Continue to improve, maintain and integlate City's software systems Performance Measures Description 1989/90. 1990/91 1991/92 1992/93 Users, 105 190 .200 200 Workstations 60 105 122 130 Mainframe storage' 930MB 930MB Local area network storage' 755MB 2AGB 3GB 4.5GB Backup time (hours/week) 6 4 5 6 Number systems in use 2 8 10 15 Servers/central processing units 5 5.. 7 7 Annual cost per user" $2,200 .$504 $350 $200 Annual cost per station" $3,850 $912 $608 $400 ' Measurement basis: MB - Megabytes GB - Gigabytes , Annual costs are based on maintenance of all equipment as well as system and station upgrades. Personnel "Summary, .1989/90 1990/91 1991192 1992/93 Computer System Manager 1 1 1 1 112 1992/93 Adopted Budget City of Tigard Computer Systems - #3220 Actual Actual_ Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 1.00 1:00 1`:00 1.00 1.00 Wages 40,290 41,106 42,345 42,345 42,345 Overtime 2,226 1,976 2,036 2,036 2,036 Worker's Compensation 299 268 275 275 275 Payroll Taxes 31395 3,445 3,604 31-604 3,604 Retirement 5,782 6,032 6;213' . 6;213 " 6,213 Group Insurance 3,312 4,647 4,563 4,563 4,563 Total 55,304 57,474 59,036 59,036, 59,036 Materials &,Services Prof/Contract Services 169 4,000 6,000 6,000 6,000 Repair And Maintenance 1,037 4,500 4,500 4,500 4,500 Special Dept. Expense Office Supplies 439 300 300 300 300 Advertising & Publicity 90 100 Fees, Dues & Subscriptions 2,836 8,500 5,650 5,650 5,650 Travel" & Training 78 2,500 2,500 2,500 2,500 Rents & Leases 500 500 500 500 Utilities Insurance Library Materials. Total- 4,649 20,400 19,450 19,450 19,450 Capital Outlay Land & Improvements 1,500 1,500' 1,500 1,500 Vehicles Equipment 19,371 5,900 " 10,550. 101550 10,550 Total 19,371 7,400 12,050 12,050 12,050 Total Program 79,324 85,274 90,536 90,536 •90,536 113 1992/93 Adopted Budget City of Tigard Accounting - Dept. #3230 Program Summary Department is responsible to the Finance Director for the City-'s accounting services including utility billing, accounts receivable, 'accounts payable, payroll, fixed assets, lien searches, inventory and preparation of financial and special request reports, as needed for management. 1992/93 Goals/Objectives • Draft and implement collection procedures for delinquent utility accounts. • Consolidate City utility billing with Tigard Water District billing. • Prepare and distribute.a condensed annual report, referred to as a popular report, similar to a Corporation's annual report., Performance Measures Description. 1989/90 1990/91 1991/92 1992193 Accounts payable invoices 4,890 4,890. 5,720 3,408 Payroll checks 4,440 4,440 -4,500 4,632, Utility bills 88,000 88,000 100,000 96,252 Assessment bills 1,400 1,400 1,600 1,600 Phone calls 6,600 6,600 5,580- 4,884 Number of vendors 1,200 1,200 1,686 2,049 Check Requests 3,600 3,600 3,400 3,420 Lien Searches 1,803 1,812 Personnel Summary. Position 1989/90 1990/91 1991/92 1992193 Accounting Manager 1 1 1 1 Accounting Assistant Ili 1 1 1 1 Accounting Assistant II 2 2 2 2 Accounting Assistant 1 1 1 1 114 -1992/93 Adopted.Budget City of Tigard Accounting -#3230 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 5.00 5.00 5.00 5.00 5.00 5.00 Wages 99,041 95,512 115,207 129,731 129,731 129,731 Overtime 731 565 1,551 1,748 1,748 1,748 Worker's Compensation 854 986 809 887 887 - 887 Payroll Taxes 7,669 7,661 9,337 10,677 .10,677 10,677 Retirement 10,061 9,760 14,264 16,538 16,538 16,538 Group Insurance 1,2,294 10,960 15,803 18,437 18,431 18,437 Total 130,650 125,444 156,971 178,018- . 1.78,018 1-78,018 Materials Services Prof/Contract Services 19,702 20,444 22,500 21,000 21,000 21,000 Repair And Maintenance 447. 396 350 353 '353 -353 Special Dept: Expense Office Supplies 21,551 27,431 33,000 33,000 33,000 33,000 Advertising & Publicity 437 Fees, Dues & Subscriptions .529 718 630 890 890 890 Travel Training 1,651 453 3,600 2,000 2,000 2,000 Rents & Leases, utilities Insurance Library Materials Total 43,880 49,879 60,080 57,243 57,243 57,243 Capital Outlay Land & Improvements Vehicles Equipment 13,243 4,683 2,000 7,400 71400 7,400 Total 13,243 4,683 2,000 7,400 7,400 -7,400 Total Program 187,773, 180,006 219,051 242,661 242,661 242,661 115 (This page intentionally left blank 1992/93 Adopted Budget City. of Tigard, Oregon Policy and Administration Program Administrative Services Department sly......... . Actual Actual.. Adopted Proposed Approved Adopted j Acct # Description 1989/90 1990/91,, 1991192 1992/93. 1992/93 - 1992/93 Personal Services 308,626 352,794 389,587 416,005 416,005 416,005 FTE 14.50 13.50 13.00 13.00 13.00 .13.00 Materials & Services 81,670 181,291 235,095 274,553 274,553 . 274,553 Capital Outlay. 21,467 9,757 55,700 10,320 10,320 10,320 Total Admin Svcs - by Category 411,763 543,842 680,384 700,880 700,880 700,880 Risk Management 79,229. 177,560 201,980 220,262 220;262 220,262 Office'Services 155,564 192,106 - 274,140 285,391 285,391 285,391 Records 84,990 73,963 98,798 74,514 74,514 74,514 Municipal Court 91,980 100,214 105,465 120,713 1201,713 120,713 Total Admin Svcs - by Dept. 411,763 543,842 680,384 700,880 .700,880 700,880 116 • 1992%93 Adopted Budget City of Tigard Risk Management - Dept. #3310 Program Summary Administrative Services/Risk Manager' is responsible to the City Administrator for the Administrative Services Division. Functions of this Division include risk management, centralized office management, city-wide records and municipal court. The Administrative Services/Risk Manager provides administrative direction to those work units more thoroughly described in Departments 3320, 3330 and 3340. The Risk management budget unit provides administrative direction_ to the previously mentioned work units as well as coordinating a City-wide risk management program.' This focus has resulted in a proactive approach im the . protection of City assets from losses that would unduly impact the City's operations and its financial. integrity. A joint effort is being made by the City and Washington County in an attempt to take a proactive approach to the - significant changes occurring in the solid waste industry. The effort also includes support to the.Solid Waste Advisory Committee. 1992/93 Goals/Objectives • Develop ADA.compliance implementation plan • Achieve METRO's mandated Solid Waste - Waste Reduction Goals for year 3 of a 5 year plan • Streamline safety review process Performance Measures Descriptlon 1989/90 1990/91 1991/92 1992/93. Claims paid for: Workers' Compensation $95,567 $26,044 $85,000 $50,000 Liability 9,038 18,098 12,000 18,000 Auto 4,561 7,153 4,000 6,000 Property 375 5,500 5,000 Workers Comp Experience Mod. .92 1.07 .99 1.03 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Administrative Services/Risk_ Manager Office Assistant III 1 Executive Secretary .5 .5 117 1992/93 Adopted Budget City of Tigard Risk Management - #3310 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 •1992/93. 1992/93 Personal Services Positions 2.00 1.00 1.50 1.50 1.50 1.50 --Wages 45,463 40,092 53,482 .55,620 55,620 55,620 Overtime 1,239 269 Workers Compensation 419 .351 342 353 353 353 Payroll Taxes 3,582 3,222 4,276 4,517 4,517 4,517 Retirement 5,879 5,566 7,488 7,787 7,787 7,787 Group Insurance 6,508 3,850 6,472 7,970 74970 7,970 Total 63,090 53,350 72,060 76,247 76,247" 76,247 Materials & Services Prof/Contract Services. 7,701 4;200 15,000. 9,700 9,700 .9,700 Repair And Maintenance 145 19 200 100- 100 100 Special Dept. Expense Office Supplies, 2,855 1,511 2',300 2,950 2,950 2,950 Advertising & Publicity 250 350 350 350 v'y Fees, Dues & Subscriptions 1,245 1,036 •800 830 830 830 Travel &Training 4,029 3,739 5,870 3,985 3,985 3,985, Rents & Leases 164 -Utilities insurance 112,886 105,500 125,000 125,000 125,000 Library Materials -Total 16,139 123,391 129,920 142,915 142,915 142,915 Capital Outlay Land & Improvements Vehicles Equipment 819 1;100 1,100 1,100 Total 819 1,100 1,100 1,100- Total Program 79,229 177,560 201,980 220,262 220,262 220,262 118 1992/93 Adopted Budget City of Tigard Office Services - Dept. #3320• Program Summary The Office Services Manager.is responsible for the administration of office services and reports directly to the Administrative Services/Risk Manager. Office Services provides a variety of services to City departments, including information processing (word' processing, spreadsheet development, data entry, desktop publishing. and computer training support), coordination of, large copy projects, phone system management (including switchboard), in-house office supplies, mail services and meeting room reservations. 1992/93 Goals/Objectives • Continue to: • Offee internal City-wide support services on a first-come, first-serve basis • Enhance word and information processing (data entry and desktop publishing) services to meet organizational workload demands. • Provide phone system management and, maintenance and develop a long range phone system strategy • Effectively streamline clerical services provided to all departments Enhance City-wide training support • Develop better efficiency measurements Performance Summary 1989/90 1990/91 1991/92 1992/93 Description o° time spent- Word Processing: Administration 23% 40% 21 % 21% Community Development 17% 15% 15% 15% Library 9%° 13% 25% 25% Police, 42% 29% 28% 28%° % time spent - Information Processing: Administration' 41% 54% 35% 35% Finance 22% .17% 15% 15% Citywide 24% 19% 20% 20% -Phone call volume (avg/month) 11,690 12,000 12,000 . 12,000 Postage cost (avg/month) $1,690 $2,070 $2;520 $2,520 No. mail pieces (avg/month) 4,599 5,520 6,630 6,630 Personnel Summary 'Position 1989/90 1990/91 1991/92 1992/93 Off ice Services Manager. 1 1 1 1 Off ice. Assistant' III 1 3 2 2. Office Assistant II 1 2 2 3 Office Assistant 1 3 1.5 1.5 .5 119 .1992/93 Adopted Budget City of Tigard Office Services - #3320 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 7:50 7.50 6.50 6.50. 6.50 6.50 Wages 103,971 130,458 127,682 136,776 136,776 136,776 Overtime 403 812 .600 100 100 100 Worker's Compensation 1,119 1,230 925 971' 971 971 Payroll Taxes 8,016 10,505 10,259 11,115 11,115 11,115 Retirement 7,369 12,203 15,523 17,052 17,052 17;052, Group Insurance 11,270 15,563 18,566. 21,167 21,167 21,167 Total 1-32,148 170,771 173,555' 187,181 .187,181 187,181 Materials & Services Prof/Contract Services 9,199 8,628 2,700 3,820 3,820 3,820 Repair And Maintenance 429 834 17,320 7,361 7,361 7,361 Special' Dept. Expense Office Supplies 4,170 4,713 -18,015 73,334 73,334 73,334 -Advertising & Publicity 1;111. 554 1,620 1,015 1,015 " 1;01.5 Fees, Dues & Subscriptions 231 351.. 805 .895 895 895 Travel & Training 3,083 2,067 3,095 2,905 2,905 2,905 Rents 9 Leases 164 11330 660 660 660 Utilities Insurance Library Materials Total 18,223 17,311 ' 44,885 89,990 89,990 89,990 Capitaf Outlay Land & Improvements Vehicles Equipment 5,193 4,023 55,700 8,220 8,220 8,220 Total 5,193 4,023 55,700 8,220 8,220 8,220 Total Program 155,564 192,105 274,140 285,391 285,391 285,391 120 1992/93 Adopted.Budget City of Tigard Records - Dept. #3330 Program Summary The Court/Records Manager is responsible to the Administrative Services/Risk Manager for the Records Section which provides City-wide' support for files management. Responsibilities include file development, filing, records retrieval, coordination of records-destructions and microfilming and equipment purchasing. The City's records management program provides a means for control of inactive records,, framework for'legal.protection, allows for timely. destruction of records and efficient use of space. 1992/93 Goals/Objectives • Document preparation and microfilming of council; building, engineering, personnel planning, commission, police case files, plans, as-builts and land use files. • Increase staff access to' information by expanding data kept on the computer and in reference manuals. . • Update records retention schedule as required by State Archive's office. Performance. Measures Description 1989/90 1990/91 1991/92 1992/93 Records requests 427 430 350 350 1 Files pulled 1,697 889 585 500 Copies made 3,204 1;832 1,600 1,500 New files created 1,339 981 600. 1,200 Hours spent on document preparation/year 941 1,201 1,500, 1,000 Personnel Summary Position 1989/90 1990/91 1991/92 1992/93 Records/Court Manager .5 .5- .5 .5 Office, Assistant III/Senior Records Clerk 1 1 1 1 Office Assistant I/Records Clerk 1 1 1 5 121 h ' 1992/93 ,Adopted Budget, City of Tigard Records - #3330 Actual Actual Adopted Proposed Approved Adopted 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 2.50 2.50 2.50 2.00 2.00 2.00 Wages 39,605 44,240 48,148 43,137 43,137 43,137 Overtime 184 221 250 200 200 200 Worker's Compensation 386 435 351. 305 305 305 Payroll Taxes 2,230 2,431 3,870 3,519' 3,519 3,519 Retirement 1;876 3,402 5,943 5,513 5,513 5,513 Group insurance 4,997 5,847 6,911 6,737 6,737 6,737 Total 49,278 56,576 65,473. 591-411 59,411 59,411 Materials & Services Prof/Contract Services 17,123 - 10,050 28,000 8,500 8,500 8,500 Repair And Maintenance 300 2,195 2,395 2,483 2,483 2,483 Special Dept. Expense Office Supplies 3,261 1,742 1,500. 1,690 1,690 1;690 Advertising & Publicity 40 46 100 75 ..75 75 Fees, Due's & Subscriptions 180 180 - 190 235 235 235 Travel & Training 642 1,007 1,140 1,120 1,120 1,120 Rents & Leases '164 1"64 Utilities Insurance Library Materials Total 21,710 15,384 33,325 14,103. 14,103 14,103 Capital Outlay Land & Improvements Vehicles Equipment 14,002 2,003 1,000 1,000 1,000 Total 14,002 2,003 1,000 1,000 1,000 . .Total Program 84,990 73,963 98,798 74,514 74,514 74,514 t 122 1992/93 Adopted Budget City of Tigard Municipal Court - Dept. #3340 Program Summary Municipal Courtprovides a local forum for resolution of parking citations, limited misdemeanors and civil infractions. The Municipal Court Judge is responsible to City Council for operation of the Court. The Records/Court Manager reports to the Administrative Services/Risk Manager and is responsible for administration of the,Court and coordinates with the Judge in the development of Court policy and procedures. 1992/93 Goals/Objectives • Continued processing of traffic, parking, misdemeanor and civil infractions caseloads. • Streamline Court process through more effective computer use. • Implement new costs mandated by law, while maximizing revenue potential. Performance Measures Description 1989/90, 1990/91 1991/92 1992/93 Traffic citations processed 5,177 6,437 7,900 7,500 Misdemeanor/code, violations 73 41 45 60 Hours in court 300 361, -380 400 Drivers' license suspended (FTA-) 355 538 -700 660 Drivers' license; suspended (FTC'*) 246 292 350 450 Court Revenue $214,360 $234,635 $285,000 $270,500 Personnel Summary' Position - 1989/90 1990/91 1991/92 1992/93 Records/,Court Manager .5 .5 .5 .5 Office Assistant Ili 1 1 1 1 Office Assistant II 1 1 1 1 Office Assistant I. .5 'FTA - Failure to Appear ."FTC - Failure to.Comply 123 1992/93 Adopted Budget City of Tigard Municipal Court - #3340 Actual Actual Adopted Proposed Approved Adopted 1989190 1990/91 1991/92 1992/93 1992/93 1992/93 Personal Services Positions 2.50 2.50 2.50 3.00 3.00 3.00 Wages 45,576 50;399 55,013 66,896 66,896 66,896 Overtime 91 2,000 500 500 500 Worker's Compensation 425 510 397 471 471, 471 Payroll Taxes 4,356 5,154 4,559 5,473 5,473 5,473 Retirement 6,066 7,728 6,934' -8,400 8,400 8,400. Group Insurance 7,687 8,215 9,597 1,1,428 11,428 11,428 Total 64,110, 72,097 78;500 93,168 93,168 93,168 Materials & Services Prof/Contract Services 21,155 21,810 22,920. 23,940 23,940 23,940 Repair And Maintenance 74 192" 205 205 205 205 Special Dept. Expense 3 28 30 40 40 40 Office Supplies 2,500 1,308 1,000 1,170 1,170 1,170 Advertising & Publicity 33 - Fees, Dues & Subscriptions 829 457 910 400 400 400 Travel-& Training 676 -1,082 1,900 1,790. 1,790 1,790 Rents Leases 328 328 Utilities Insurance' Library Materials Total 25,598. 25,205 26,965 27,545 27,545 27,545 Capital Outlay Land & Improvements i Vehicles Equipment 2,272 2,912.. Total 2,272 2,912 -Total Program 91,980 100,214 105,465 120,713 120,713 120,713 124 This page lntent;onally left blank) 1992/93 Adopted Budget City of Tigard, Oregon General Government Iti< > s[... Program Funding Distribution Fund Total by State Gas County Program ' Program General. Sanitary: Storm Tax Gas Tax City Wide Suppo 165,870 111,066 26,523 9,952 14,928 3,400. City Attomey 130,326 87,267, 20,839 7,820 -11;730 2,671 Total by Fund 296,196, 198,333 47,362 17,772 26,658 6,071 125 1992/93 Adopted Budget City of Tigard General Government - Dept. #4000 Program Summary The Finance Director is responsible to the City Administrator for management-of the General Government program. This budget unit includes City-wide expenditures that are not easily attributable to specific activities within the operating programs such as utility charges, regional government.dues and other miscellaneous costs. An effort has been made to, move items out of.this budget unit to the units that. are responsible for the expenditures thereby reducing the general government budget over the past several years., - Costs for City Attorney services provided by O'Donnell, Ramis Crew & Corrigan, located in Portland, are also included in this program. Actual Actual Adopted Proposed Approved Adopted Materials & Services 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 . Prof/Contract Services 236,133 217,416 125,000 131,250 131,250 131,250 Repair &'Maintenance 31,445 18,738 Special Dept. Expense 4,040 4,186 Office Supplies 53;584 68,710 69,780 Advertising & Publicity 20,365 27,531 Fees, Dues & Subscriptions 37,591' 30,990' 30,498 37,722 37,722 37,722 Rents A Leases 118,106 11,384 35,000 Utilities . 97,001 104,461 123,600 127,224 127,224 .127,224 . Total '707,310 483,416 383,878 296,196 296,196 296,196 Capital Outlay Equipment 5,957. 8,865 Total' 5,957 8,865 Total Budget Unit 713',267 492,281 "383,878 296,196 296,196 296,196 126 1992/93 Adopted Budget City of Tigard City Wide Support -,#4100, Program Summary Actual Actual Adopted Proposed Approved Adopted Materials & Services. 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 Prof/Contract Services 133,996 92,515 Repair & Maintenance 31,445 18,738 `Special Dept. Expense 4,040 4,186 Office Supplies 53,584 68,710 69,780 Advertising & Publicity 20,365 27,531 Fees, Dues & Subscriptions 37,591 30,990_ '30,498 37,722 37,722 37,722 Rents & Leases 118,106. 11,384 35,000 Utilities 97,001 104,461 123,600 127,224 127,224. 127,224 insurance 109,045. ` Total 605,173 358,515 258,878 164,946 164,946 164,946 Capital Outlay Equipment 5;957 8,865 Total .5,957 8,865 Total Budget Unit 611,130 367,380 258,878 164,946 164,946' 164,946 Notes: This budget unit includes the following detailed appropriations: • Dues for membership in state or regional organizations: • Tualatin Valley Economic Development Commission 4,686 • Metropolitan Services District 13;260 • Boundary Commission 3,084 • League of Oregon Cities 16;692 . 37,722 - • Utilities for public facilities: • Natural Gas 10,290 Telephone 41,934 Water 20,000 • Sewer/Storm 7,000' Electricity 48,000 127,224 127 t 1992/93 Adopted Budget City of Tigard City Attorney - #4200 Program Summary Actual Actual Adopted Proposed Approved Adopted Materials & Services 1989/90 1990/91. 1991/92, 1992/93 1992/93 1992/93 102,137 124,901 125,000 131,250 131,250 131,250 Prof/Contract Services Total 102,137 124,901 125;000 131,250 131,250 131,250 Notes: ° The cost of City Attorney services are estimated by category as follows: • Community Development 39,530 • City Council 24,590 • Municipal Court 12,725 • Police 12,415 • Finance/Taxation 16,700 • Hearings Officer 10,000, • Other 15,290 131,250 ` J 128 1992/93 Adopted Budget` City of Tigard, Oregon Total Debt Service - #5000 Program Summary " The'City of Tigard, Debt Service program-is managed by the Finance Director: The City's financial policies allow the issuance of debt for one time expenditures normally of a capital improvement nature. General Obligation debt has been voter approved and the proceeds used only for the purposes approved by the voters. General Obligation debt service through fiscal year 2000 includes primarily road bond debt. General Obligation debt after that date relates to the Civic Center bonds and the.related series 1987 refunding bonds. The Certificates of Participation were issued for five years and will be fully, repaid by 1995. The,sharp increase in bancroft debt service in fiscal year's 2000 and 2006 relate to the maturity of term bonds in those years for two different projects. The term bonds were designed to protect the City against early assessment payoffs. The term bonds are callable at.par,at any interest-date after the first year and will most likely be called.prior'to their stated maturity date as, funds are available. The Bond Anticipation Notes were issued to provide funds'for.the interim financing of certain local improvements within the Dartmouth Street Local Improvement District.. The notes are due February 1, .1994 and it is currently the intent of the City, upon completion of the improvement project, to,issue special assessment bonds to provide long- 'term financing. The State of: Oregon mandates- a general obligation. debt limit of 3 percent of true cash value of taxable property within the City boundaries. At the beginning of,1992-93, the City will have $9,805,000 of bonded debt, which is well below the $47,642,545 3% debt limit. Bancroft Bonds are not subject to the limitation. J Debt Outstanding Actual as of Estimated as of 6/30/91 6/30/92 General Obligation Bonds $9,920,000 $9,805,000 Bancroft Improvement Bonds 3,384,000 2,954,000 Certificates of Participation 1,155,000 905,000 "Bond Anticipation Notes 300,000 2,644,523 $14,759,000 $16,308,523 The following graphs depict future debt service requirements in total and by debt service type. Also presented are schedules detailing required debt, service expenditures for'fiscal year 1992/93. 1 129 1992/93 Adopted Budget City of Tigard, Oregon Summary of Debt Service by Type TYPE/Source of Dollars Fund- Totals GENERAL OBLIGATION BONDS.- Civic Center Bond 252,862 Paid from property.taxes Road Bond 1,163,295 BANCROFT IMPROVEEMNT BONDS: Paid,primarily from Special Assessments Pre 1984 Bancroft Bonds 325,162 135th LID 35,386 PacTrust LID 232,744 Uncoln/Locust Street LID 69,050 CERTIFICATES OF PARTICIPATION - Paid from property taxes Park Levy Debt Service 334,956 TOTAL 1992/93 DEBT SERVICE 2,413,455 Debt Service by Type certificates of Participation (13.9% - Bancroft Impr (27AO Gen Obligation (58.7%) 130 .1992/93 Adopted Budget Projected Annual Debt Service G.O./Bancroft/Certificates/BAN's 4 3 .5- oo Z U), - U), c m ° 2.5 v a - - c Q.. • 1.5 10 1 - - . - 1.993 1,994.1995.1996 1997 1998 1999 2000'2001.2002 2003 2004 2005 2006 Fiscal Year GO Bonds 0 Bancroft Imp. Certificates BAN's Debt Service program expenditures through fiscal year 1992/93 are shown below: Actual Actual Adopted Proposed Approved Adopted Program Expenditures .1989/90 1990/91 1991/92 199193 1992/93 1992/93 General Obligation Bonds 1,303,857 1,266,994 1,338,032 1,416,157 1,416,157 1,416,157 Bancroft Improvement Bonds 2,126,132 2,696,635 1,034,063 662,342 662,342 662,342 Certificates of Participation 194,330 326,518 334,956. 334,956 334,956, Total Debt Service 3,429,989 .4,157,959 2,698,613 2,413,455 2,413,455 2,413,455 131 1992/93 Adopted Budget Projected-Annual Debt Service General Obligation Bonds 1.8 1.6. - 1,4- - - (D 1.2 . m c/) m 1 m .4 Q 0.6 - 0.4 0.2 0-1 f 1993 1994 1996 '1996 1997 1998' 1999 2000 2001 2002 2003-..2004 J Fmcai Year Principal C] Interest 1992/93 debt service on the outstanding general obligation bonds is as follows: G.O SERIES/ Purpose Fund Date Interest. Principal _ Total 1984 60 12/01/92 $8,335 $8,335 Tigard Civic Center 06/01/93 8,335 80,000 .88,335 Oddinal issue $2,200,000 , 1987. 60 12101/92 58,096 58,096 Refunding Bonds 06/01 /93 58,096 40;000 98,096 Original issue $2,215,000 1989 61 01/01/93 234,148 234,148 Major street safety'imp 07/01/93 234,147 695,000 929,147 ;Original issue $8,500;000 Total General Obligation Bond Debt Service $601,157 $815,000 $1,416,157 132 1992193 Adopted Budget Projected Annual Debt Service Bancroft Improvement Bonds. 1.2 1 . oo (D 0.8------------------------------------------------------------------------ Z a~ Q 0.4 - 0.20 F' 1993 1994.1995'19%'1997'1998 1939 2000 20012002 2003 2004 2005 2006 Fiscal Year Fmom Principal 0 Interest 1992x93 debt service on outstanding Bancroft Bonds is, scheduled as follow: Bancroft Series Fund, Date Interest.;- _ Principal Total 11 40, 08/01/92 $315 $3,000 $3,315 02101/93. 210 210 14 40 12101/92 6,070 10,000 16;070 06/01/92 5,558 5 16 40 10/01/92. 9,944 215,000 224;944.- 17 40 09/01/92 8,831 60,000 68,831 03101/93 6,236 6,236 '1989 41 '127011/92 7,983 . 20,000 27,983 06/01193 7,403. 7,403 1990 41 08/01/92 67,872 100,000 167,872 02/01/93 64,872 .64,872 Lincoln/Locust St 43 08/01/92 12,500 45,000 57,500 02101/93 11,550 11,550. Total. Bancroft Bond Debt Service $209,342 $`3+000 $662,342 _ 133- 1992J93 Adopted Budget Projected Annual-Debt Service Certificates of Participation 350- - c 1............. - 1993 1994 19% Fiscal Year Principal F-] Interest 1992/93 debt service on the outstanding certificates of participation is as follows: Fund Date, Interest , Principal Total 62 12/15/92 $29,978 $29,978 06/15/93 291978. 275,000 '.304,978 . Total Certificates of Participation Debt Service $59,956. $275+000 $334,956 134 1992/93 Adopted Budget City of Tigard Total Capital Projects - #6000 Program Summary, The Capital Projects Program includes capital improvements to the Civic Center, Senior Center, parks, streets, sanitary and storm sewer systems. Projects, related to streets, sanitary and storm sewer systems, local improvement district projects and senior center are-managed by the City Engineer who reports on such matters directly to the City Administrator. Park system capital projects are managed by a senior planner in the Planning Division of Development Services who reports directly to the Community Development Director. Project Funding Summary • General Most projects in this category relate to City facilities - improvements and include bringing such facilities up to safety standards, increasing accessibility to City buildings and - complying with new regulations related to-underground fuel tanks-and the American Disabilities Act (ADA). A listing of such projects and summary of funding sources are shown on ,the following- pages. • Sanitary Sewer Most sewer capital improvements are funded by developer paid system development charges (SDC). Currently.the SDC is set by the Unified Sewerage Agency (USA) and the City retains 20%o for capacity related improvements and repairs. • Storm-Sewer . Majority of the projects are funded by developer paid SDCs. The City retains 100% of the SDC set by,USA for capacity related improvements and repairs. Street Projects are funded by county and state gas taxes and Traffic Impact Fee's-(TIF) and include construction and repair, . pavement overlays and improvements to expand'capacity of street systems due to growth. • Parts Park SDC's are used to expand the park system and have, over the past several years, funded the acquisition of additional park land. • LID Local Improvement District projects are temporarily funded through the sale of bond anticipation notes (BANs). The notes are eventually retired'with the proceeds of a Bancroft Bond sale or payment of assessments on benefitted properties. 135 1992/93 Adopted Budget • Road Bond Projects are funded'by bonds sold in 1989 for $8,500,000 for the following road improvements: , Bonita' Road $800,000 Durham, Road 2,200,000 Gaarde/Pacific Highway 850,000 Greenburg. Road 1,400,000 Locust Street 450,000 Main Street 700,000 McDonald Street 900,000 Walnut Street 250,000 69th Avenue/Pacific Highway 150,000, 121 st "Avenue 800,000 Total $8,500,000 ' . Amounts. included in this budget reflect the balance of funds remaining after the third year of, construction on certain projects., • Park Levy The park Board established a list of park land acquisitions and improvements to be funded by a five-year. serial levy approved by voters in 1989. Funds were, borrowed in anticipation of levy proceeds and improvements, began early in fiscal year 1990%91. 'Park levy 'improvements were estimated to'be completed in three years.: The following pages summarize capital improvement categories. 136 1992/93. Adopted Budget City Of Tlgard, Oregon Summary Of Capital Projects -Actual Actual Adopted Proposed Approved Adopted Project Summary 1989/90 1990/91 1991/92 1992/93 1992/93 1992/93 General 224,254- '385,893 202,589 220,505. 303,918 303,918 Sanitary Sewer 34,978 1;514 1,148,263. 11072,599 1,072,599 1,072,599 Storm Sewer 77,117 18,950 806,649 835,655 835,655 835,655 Street/Overlays 2,110,463 5,306,942 4,572,642, 1,893,777 1,893,777 1,893,777 Parks 301,357 659,649 907,150 520,621 520,621 520,621 Local Improvements (LID). 1,810,527 479,826 2,545,000 2,453,000 2,453,000 2,453,000 Total Capital Projects 4,558,696 6,852,774 10,182,293 6,996,157 7,679,570. 7,079,570 Fund Summary General Fund 224,254 385,893 202,589 220,505 303,918 303,918 Sanitary Sewer 34,978 1,514 1,148,263 ` 1,072,599 1,072,599 1,072,599 Storm Sewer Fund 77,117 18,950 755,449 776,530. 776,530 776,530 State. Gas Tax Fund 78,494 178,617 662,592 747,393. 747,393 747,393 County Gas Tax Fund 24;560 36,955 Traff ic Impact Fee 850,000. 843,384 843,384 843,384 Streets SDC Fund 348,341 400,348 21,870 Parks SDC Fund 133,776 13,610 237,000 369,421. 369,421 369,421 Water Quality/Quantity 51_,200 , 59,125, 59,125 59,125 Special Assessment CIP Fund 1,810,527 479,826 2,545,000 2,453,000 .2,453,000 2,453,000 Road Bond Improvement Fund 1,659,068 4,691,022 3,038,180 303,000- -303,000 303;000 Park Levy CIP Fund 167;581 646,039 670,150 151,200. 151,200 ' 151,200. Total Capital Projects 4,558;696 6,852,774 10,182,293 6,996,157 7,079,570 7,079,570 m 137 1992/93 Adopted Budget City of Tigard, Oregon Summary of General Capital Improvements Proposed Approved Adopted Operations 1992/93 1992/93 1992/93 Auto Shop, Roof 5,000 5,000 . 5,000 Total 5,000 5,000 5;000 Operations Yard Improvements Asphalt areas C, D, & E 49,905 49,905 Paving areas'A & B '33,613 33,613 Covered Equipment Storage 32,300 32,300 _ Total • 49,905 115,818 115,818 Wash Rack Replacement Wash Rack pit, frame, grate 7,100 7,100 7,100 Water .,Oil Seperators 5,000 . 5,000 5,000 Trenching,. Pipe and Valves 700 700 700 Total 12,800 12,800 12,800 Total Operations Improvements 67.705 133.618 133:618 Civic Center Buildings Upgrade HVAC System 10,000 10,000 10,000 Entry .Door Covering 6,000 6,000 6,000 Senior Center, Automated Entry.Doors 5,000 5,000 5,000 Visual Fire Alarms - ADA 6,000 6,000' 6,000 CD Area Track Lighting 3;000 3,000 3,000 Door Handle Lever Installation - ADA 6,800 6,800. 6,800 Burnham Driveway Connection 15,000 15,000 15,000 City Hall Foyer Improvements 5,000 5,000 5,000. Modular Covered Walkway 7,500 7,500 TEI 1/2 Street Improvement 10,000 10,000 Total Civic Center Improvements 56.800 74300 74,300 Other Improvements City Center Improvements 50,000 50,000 50,000 Park Improvements 46,000: 46;000 46,000 Total Other Improvements 96,000 96.000 96.000 Total General. Projects 220.505 '303,918 303.918 Funding Summary: General Fund. 137-1692 '154,684 154,684 Sanitary Sewer Fund 15,938 30,043 30;043 Surface Water Fund 14,265 26,920 26,920 , State Gas Tax Fund , . 52,610 92,271 92,271 Total Funding 220,505 303.918,- 303.918 .138 1992/93 Adopted Budget City Of Tigard, Oregon Summary Of Contingency/Reserves - 7000 The.Adopted Budget includes contingency appropriations for most operating funds. Contingencies are built into the budget to ensure that funds'are available for unforseen events and to build a cushion into revenue estimates. In addition to contingency funds, this program also includes equipment reserves for certain funds to provide for-the-replacement of equipment in future years. Contingencies may be transferred from the contingency appropriation to a program expenditure within the same fund by-council resolution. Contingencies and equipment reserves are detailed below by fund. Actual Adopted Adopted Proposed Approved Adopted Fund Summary 1989/90 1990/91 1991/92' 1992/93 1992/93 1992/93 General Fund 1,235,621 386,697 442,000 500;000 500,000 •500,000 Sanitary Sewer 3191-230 565,448 246,000 250,000 250,000 250,000 Storm Sewer .101,765 93,995 166,000 170,000 .170,000 170,000 State Gas-Tax 73,191 344,223 78,120 100,000 100,000 100,000 County Gas Tax 4,980 863 7,956 7956 7,956 w Traffic Impact Fee 47,366 100,000 100,000 100,000 Streets SDC 72,548 50,000: Parks SDC. 5,048 2,900 30,000 .30,000 30,000 Certificate Debt Service 6,772 19,732 Other Funds 218,847 562,626 Total Contingency 2,031,230 2,012,661 1,0001081 1,157,956 1,157,956 1,157,956 Equipment Reserves General Fund 50,000 50,000, 50,000 50,000 Sanitary Sewer 150;000 250,006 250,000 250,000 Storm Sewer 100,000 75,000 75,000 .75,000 State.Gas Tax 100,000 Total Reserves 400,000 375,000 375,000 375,000 Total Program . 2,031,230 2,012,661 1,400,081 1;532,956 1,532,956 1,532,956 139 i. his page intentionally left blankl l~ ' ..t'. r`, 'Y <r • I ` 't, -j .4, Y, J.. - - ,R "i-: ':IL. - l,: -`M. ,'..I; ~f." ,'Yi} f ' -ia .y.r t F-h :S' _ .~L .1 I- ts y., ~.5 I !'r • hi " t y, ` 4 t a ' r'''' . r, , 1"~, .01 '•t 1~ C" At- , 2, { 1 i Y,y - s . „ J`. .^r. -,,:Fl A , i r,l. r. 1 , tY y . .''a „ ,'S . 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F,, iC•' ' „ "h " `-i., i'I ,%`w'., v, ^al~ '1J n'M1''~- Jf ,i.~r, /I .r, '~`1 f • '1 5..1., 'Yp S' - .s .tt," `1 'h' `:A';,: :•I _.1= ,?Y •a+' ar ' L i~ r: - i/"w' .1,.r~ i:• ~''L t. f1.1_' " ...1 - • t 'J~ T•^ - t^, , 1`a" y ..t `4,, r - K+ ``f ' ` , •`"$'''v- 1 , '`a ' - - i~ , V ♦ . M r„f :r`I, IN - il•Mt> y',.,J -'J1 x"'!, tl, 'R-0Q1 JJ 1i b.' L ,t 'y 'Y 4' r . f' Lw - . s . ;1 , r r~._' A! ,r fV' _t. _ w'Y. p• I-. 111. ,1I • ~vr ',Y' M1 '3 ~P it ' 'F' ',7 . :C' -'%..'C'. "N i ,t "1.tSni-.', , ,4 7 Y ~'J' 'J - ,t'1 y a: i ' .Irn , , 1 , - .C.f - 1992/93 Adopted Budget, City of Tigard, Oregon Glossary of Budget Related Terms Adopted Budget: Proposed budget amended.and approved by the Budget Committee becomes the adopted budget after City Council takes action on it. Adopted budget becomes effective July 1 and includes all Council adopted changes through the year. Appropriations: Legal authorization. granted by the City Council to spend public funds. Appropriations within each program may not be exceeded. Approved Budget: Proposed budget as amended and approved by the Budget Committee recommended to the City Council for'adoption. Assessed Valuation: Valuation set upon real estate by the County Assessor as a basis for levying.property taxes. Assets: Property owned by the City which has monetary.value. BAN: Abbreviation for Bond Anticipation Note. ~ BAN's are a form of short term borrowing.in anticipation of a future sale of -long term bonds. BAN's are -used frequently. to finance construction of• local improvement district improvements and are retired by eventual sale of Bancroft bonds or collection of special,assessments from benefitted property owners. Bancroft: Section of Oregon law that allows benefitted property owners within an LID to pay their assessments in installments. 'This is made possible by the sale of long term "Bancroft" bonds, proceeds of which are used'to pay LID costs. Assessments received from property owners are used to meet interest and principal obligations of the bonds. Budget: A plan of financial operation embodying an estimate of proposed revenue and expenditures for a given year. Primary means,by which most of the expenditure and service delivery activities of the City are controlled. Budget Calendar: Schedule of key dates or milestones followed by City department in.the preparation, adoption and administration of the budget.. Budoet- Message: Opening section of the budget which provides the City Council and public with a general summary of the most. important aspects of the budget, changes from current and previous fiscal years, and views and recommendations of,the City Administrator: Capital Improvement Projects (CIP): Expenditures which result in the acquisition of land, improvements. to existing facilities, and construction of streets, sewers, storm drains, park facilities, and other public facilities. Capital Improvements Program: Long-range plan for providing the capital outlays necessary to insure adequate services are provided the residents of the city. Capital. Outlays: Expenditures; exceeding. $200 or more, for equipment, vehicles, or machinery that results in the acquisition or addition to fixed assets. Cash Management: Management of cash necessary to pay for government services while investing "temporary cash excesses in order to earn interest revenue. Cash management refers to the activities of forecasting inflows and ouff lows of cash, mobilizing cash to improve its availability for investment, establishing and maintaining banking relationships, and investing funds in order to achieve the highest interest and return available for temporary cash balances. Contingency: Appropriation established in•certain funds for the funding of unforseen events.. Contingency may be appropriated for a specific purpose by the City Council upon the approval of a resolution. 140 1992/93.Adopted Budget City of Tigard, Oregon Glossary of Budget Related Terms (cont.) Debt Service: 'Interest and principal on outstanding bonds due and payable during the fiscal year. For bonds issued prior to 1984, payments are made upon presentation, of matured bonds and coupons. Bonds issued. since 1984 have been in registered form which requires bond and coupon, payments to be made to a',Registrar prior to each series maturity, date. . The Registrar.then makes payment of interest and principal to registered'owners on the maturity, date. Depreciation: EOiration-in the service life of capital assets attributable to wear and tear, deterioration, action of physical elements, inadequacy, or obsolescence. Governmental accounting shows depreciation only in the Enterprise Funds. Employee.Benefits: Benefits include social security, retirement, group health, dental and life-insurance, workers' compensation, and disability insurance. Encumbrance: Amount of money. committed and set aside; but not-yet expended, for the purchase of specific goods or services. Enterprise Funds' Governmental activities that can be operated most like a.commercial.business are referred to as enterprise 'activities and are accounted for in enterprise funds.. Tigard's enterprise activities include sewer and storm drainage maintenance. Expenditures are matched with revenue from service charges to insure the program is self-supporting. Expenditure: Actual payment made by City check for services or goods received. Fees: General term used for any charge levied by local government in connection with providing,a service, permitting an activity or imposing -a fine or penalty. Major types of, fees include business and non-business licenses, fines, and user charges. Fiscal Year: Period used for accounting year. The City of Tigard has a fiscal year of July 1'through the following June 30. FTE: - Abbreviation for Full Time Equivalent. Staffing levels are measured in FTE's to give a consistent comparison from year to year. In most cases, an FTE is one full time•position filled for the "entire year, however; in some instances an.FTE may actually consist of several part time positions. Fund Balance:. Amount left over after expenditures.aee subtracted from,resources:-. Each fund, begins and-ends each fiscal year with 'a positive or negative fund balance. Intergovernmental Revenues: Revenue from other governments, primarily Federal and State- grants and State shared revenues, but also payments from other local governments.- ,LID: Abbreviation for Local Improvement District. Ad LID is an entity formed.-by a- group of property owners to 'construct public improvements to benefit their properties to include streets, sewers, storm drains, streetlights, etc. Costs of such improvements are then assessed fairly among benefitted properties. Measure 5: A constitutional limit on property tax rates passed by voters. in the State of Oregon,in November 1990. The new law sets a maximum $10 tax rate on individual properties for the aggregate of all non schooltaxing jurisdictions. Schools maximum rate is-limited to $15 in 1991/92 with a phased in reduction to $5 in 1995/96. Object Classification: • Indicates type of expenditure being made, i.e., personal services, materials and services, . capital outlay, etc. 141 1992/93 Adopted Budget City of Tigard Glossary of Budget Related Terms (cont.) Operating Budget: Annual budget and process which.provides a financial plan for the operation of government and provision of services for the, year.' Excluded from the operating budget are capital improvement projects, debt. service requirements, and contingency and reserves. Personal Services: Compensation to City employees in the form of salaries, wages, and employee benefits. Proposed Budget: City budget proposed by the City Administrator and submitted to the Budget Committee prior to their deliberations. 0 SDC: Abbreviation,for Systems Development Charges paid by developers and builders to fund expansion of infrastructure systems necessary due to increased usage. Such charges are collected for sewers, storm drains, streets, and parks and are paid by developers and. builders as part of the permit process. SWM: Abbreviation for Surface Water Management,Agency. Agency is closely affiliated with USA and performs the same functions for the storm sewer system throughout the county. Tax Base: Oregon law allows cities within the State, with voter approval; to establish a dollar amount of property tax that may be levied on property within the Cky. Once established, a tax base may be increased by 6% each year without; further voter approval. Any increase beyond the statutory 6% limit must be approved by voters. USA:. Abbreviation for Unified Sewerage Agency, a county-wide sewer district which provides, sewer treatment facilities for, Washington County. The Agency establishes sewer rates and contracts with most cities to collect 'monthly, charges from residents and perform most sewer maintenance and repair services to facilities within City limits. WCCLS: Abbreviation for Washington County Cooperative. Library Association. All libraries within Washington. County are partially funded through a- county-wide serial levy. Funds are distributed twice each fiscal year in accordance with a formula.that takes into account population and circulation. 142 1992/93 Adopted Budget City of Tigard, Oregon Advisory Committee Members Budget Committee The requirement of the existence of the budget Committee (the .Committee) is established by Oregon local budget law'. The Committee consists of the four elected council members, Mayor and five, member from the community appointed by the City Council for three, year terms.. The Committee is responsible ford eliberating'the proposed budget submitted by the City Administrator and for sending the approved budget to the City Council for adoption. 'The Committee must also approve proposed tax levies. Original Term Citizens Appoint. Expires Bergmann, Floyd 11600 SW 90th 12/86 6/92 Burgess, George 13475 SW Village Glen 10/87 6/92 Christensen, Judy, 11540 SW Fairview Lane 3/85 6/92 Hinton, Deborah 16527 SW 108th 6/90 8/93 Westover,, Phil 10340 SW Hillview 3/91 6/92 Economic Development Committee The Economit Development Committee consists of nine members appointed by the City Council for two year terms. Committee mmebe must work or reside in the City. Purpose of the Committee is to develop policies and make 'recommendations to enhance existing economic climate. and growth within the City. : Original Tenn Appointment Expires DeBernardis, Amo 14930 SW 92nd 1/84' 2/92 Etchemendy, Paul 1,3255 SW 132nd 6/89 2/92 Moore, Brian. 9835 SW Kimberly 6/87 3/93 Pulliam, Ron 16255'-SW Upper Boones Ferry Road. 2/90 2/92 Savory, John 12245 SW Main 5/85 2/92 143' 1992/93 Adopted Budget Library Board The Library Board consists of seven members appointed by the City Council for four year terms., The Board advises the City Administrator and City Council on matters related to library operations. Original Term Appointment Expires Yvonne Burgess 13475 SW Valley Glenn Drive 7/91 7/95 Jeri Cundiff 12860 SW Watkins .7/91 7/95 DeBernardis, Amo 14930 SW 92nd 3/87 6/93. Grossen,,Susan 10570 SW Park 10/89 6/94 Hartzell, Marilyn 10285 SW.70th 7/91 7/95 Kostol, Carl 10885 SW Fairhaven Way 6/89 6/93 Matarrese, Vince 16355 SW Sylvan Court 7/81 6/94 Park and Recreation. Board The Park and Recreation Board consists of nine members appointed by the City Council for fouryear terms. The Board advises Council on matters pertaining to the, creation, operation and maintenance of recreationfacilities within the City's jurisdiction. Original Term Appointment Expires Bither, Mariann 11135 SW Tony Court 10/87 .12/92 DeFrang, Carolyn 11650 SW Terrace Trails Drive ..10/87 12/92 Graham, Daniel 15290 SW 141st 2/83 12/93 Hillman, Cecil "Bud" 20543 SW Elkhorn Court 3/87 12/93 Scolar, Sheldon 14725 SW 79th Avenue 3/87 12/93 Slabaugh, Steve 11070 SW Summerlake Drive 4/86 12/92 144 1992/93 Adopted Budget Planning Commission The Planning Commission consists of nine members, appointed by the City Council to serve four year terms.. The Commission reviews and makes recommendations on land use issues. . Original Term Appointment Expires Barber, Vlasta 11120 SW Summerlake Drive 7/87 8/94 Boone, Harold 12427 SW Morning Hill Drive 6/90 7/94 Castile, James 9563 SW Inez 10/87 8/94 Frye, Milton 12121 SW Lansdowne Lane 9/83 7/95.. Hawley, Wendi 14790 SW 79th 7/91 7/95 Moore, Brian 9835 SW Kimberly Drive 10/90 7/95 Saporta, Harry 14862 SW Scarlett 12/88 8/94 Saxton, Doug 13415 SW Village Glen-Drive 10/9,1 6/93. Transportation Advisory Committee The Transportation Advisory Committee consists of nine members appointed by the City Council,to serve two year : terms. The Committee reviews and recommends ammendments to the City-wide transportation system. Original Term Appointment Expires Castile, James -9563 SW Inez 12/89' 3/92 DUsevoif, James 11485. SW Sonne Place 6/87 2/92 Etzel, John 10836 SW Dover Court 3/87 2/92 Holland,,.Ron 8910 SW McDonald 2/88 3/93. Newcomb, Nancy 9170 SW Pinebrook 3/87 2%92 Schweitz, Joe 11020 SW Cottonwood Lane -2/87, 2/92 Waterman, Robert 10085 Century Oak Drive 12%88 2/92 145 1992/93 Adopted Budget Solid Waste Advisory Committee The Solid Waste Advisory Committee makes recommendations to the City Council regarding public utility franchises, solid waste collection rates, recycling programs, sewer and storm drainage charges and monitors delivery of such services to'the community. Original Term Appointment Expires Dispenza, CeCe 11460'8W Downs Court 3/91 2/93 Irwin, Mark` 11135 SW 125th Place 7/87 12/93 Jacobs, Donald Pb Box 23146 11/85 2/93 McReynolds, Gerald 17013 SW Versailles Lane 11/85 3/94 Sullivan, Tom '12900 SW Pacific Highway, Suite E 10/89 12/93 Wogen, Eldon 8580 SW Inez . 1.0%87 12/95 146 1992/93 Adopted Budget City of Tigard, Oregon Staffing Summary Budget 1989/90. 1990/91 1991/92 1992/93 Unit Program Actual Actual Adopted Adopted Community Services 1110 Police Administration 5.00 3.00 3.00 3.00 1120' Police Patrol 29.00 30.00 28.00 28.00 1130 Police 'Investigation 5.00 8.75 9.33. 8.33 1140 Police Services 11.50 12.00 6.34 6.34 1150 Police Traffic 3.33. 5.33 Total Police 50.5 53.75 50.00 51.00 1410. Library 15.25 18.00 18.50 19:00 1420 Educational ,Services 0.50 .1.00 1.00 1.00 1600 Operations Parks 6.00. 6.50 6.00 6.00 Total Community Services 72.25 79.25 75.50 77.00 Field Operations 2110 Operations Administration 2.00 3.00 3.00 2.00 2120 Operations Sanitary Sewer 9:00 8.00 7.00 7.00 :2125 Operations Storm Drain 5.00 5.00 5.00 2130 Operations Streets 7.00 7.50 7.00 7:00 2150 Operations Shops 2:00 2:00 2.00 2.00 2160 Operations Property Mgmt 1.00 1.00 1.00 1.00 Total Operations 21.00 .26.50 25.00 '24.00 Development Services 2210 Development Admin 8.00 7.00 3.00 3.00 2220 Development Building 7.50 7.50 8.50 8.00 2230 Development Current Planning 7.00 8.00 6.00 6.00, 2235 Development Advance Planning 5.00 5.00 2240 Development-Engineering 12.25 12.00. 12.00. 12.00 Total Development Services 34.75 34.50 34.50- 34.00 Policy & Administration 3120 City Administration. 3.00- 3.00 4.00 4.00- 3130 Personnel 2.00- 2.00 2.50 2.50 3210 Finance 5.00 3.00 2.00 2.00 3220 Computer Systems 1:00 1:00 1.00. 3230 Accounting 5.00 5.00 5.00 ' " 5.00 33,10 Admin Srvcs/Risk 2.00 -1.60 1.50 1.50 3320 Office Services 7.50 7.50 6:50 6.50 3330. Records .2.50 .2.50 2.50 2.00 3340 Municipal Court 2.50 :2.50 2:50 3.00 Total Policy &;Adrhin 29.50 27.50 27.50 27.50 Total All Programs 157.50 167.75 162.50 162.50 .147 1992/93 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1991/92 1992/93 1992/93 Adopted Requested Adopted Community Services 1110 Police Administration Administration Vehicle 12,000 Computer Server Hard Disk 1,500 Total Police Administration 13,500,- 1120 Police Operations Replacement Patrol Vehicles (3) 45,319 46,596 46,596 Replacement Bulletproof Vests (10) " 6,500 4,500. 4,500 Ballistic Sheilds (2) 1,918 1,400 1,400 Strobe Light Systems (12). 4,839 4,839 Strobe Power Systems (12) 3,024 3,024 K-9 Kennel 350 350 Lap Top Computers (12) 16,000 Programs for Lap Tops 8,000 8,000 AR-15 Carbines Rifles (3) 2,070 K-9 Ring suit 859 Total Police Operations 56,666 84,709 68,709 1.130 Police Investigation Replacement Detective Vehicle 12,000 _ Additional detective vehicle 13,000 Arrest photo software 1;500 Video capture board, 300 Video surveillence equipment 17;500 Repaint existing van 900 Polilight Crime scene searchlight .1 800 1,800 Evidence refrigerator 600 Replace. mug & booking camera 3,500 Cellular phone 500 - Robbery surviellance camera 600 Alarm tone transmitter 1,750 Total Police Investigation 20,750 33,200 1,800 1140, Police Serv ices Computer & printer for records 1;600 Closed Circuit video for holding area 15,000 15;000 386 computer upgrades (4) : 2,000 2,000 Radio conversion to 800 mhz 20,000 Total Police Services 21,600 17,000 17,000 148 1992/93 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1991/92 1992/93 1992/93 Adopted Requested Adopted 1150 Police Traffic Remote,control microphone (2) 480 In Car Video Cameras 10,090 Stalker Radar System 2,000 2,000 Lazer radar unit 3,625 Total Police Traffic 14;1.95, 2,000 2,000 Total Police 126,711 136,909 89,509 1410 Library Laser -printer 900 Copier - Reference desk 3,200 Book,carts (2) 700 Network/Wili terminal (2) 500 1,000 1,000 Printer•& stand'(4) 425 1,500 1,500 Barcode. reader ,(2) (3) 1,520- 2,400 2,400 Book'trucks (2) .400 Equipment shelf unit 500 Metal shelves/Bookcases 2,200 9,875 9,675 Wooden' shelving 850 Macintosh computer 1,500 CD Rom data base terminals (3) 1,925 1,925 - PC compatible computer 1,300 File folder drawer.pedistal (4) 937 ..Work Chairs (8) 2,075 .2,075 ObliqueJiling system compartments 1,800 1,800- Lateral files. (4) , 1,275 Desk unit &.shelves. 1,526 Total, Library 14,533 23,775 20,575 1420 Educations Services Computer Workstation 600 . Desk w/return 620 Office chair 200 .Office storage cabinet 216, Folding,chairs (24) 600 600 Folding Tables'(2) : 150 150 Total Education Services. 2-386 .750 149 1992/93 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1991/92 1992/93 1992/93 Adopted Requested Adopted 1600 Parks Computerized irrigation control system 30,000 Mobile Phones 897 Truck 1 ton 4 wheel drive w/service bed 23,000 Tractor mower 6 - 17 Ft 50,000 Total Parks 50,000 53,000 897 Total Community Services 191,244 216,070 111,731 Field,'Operations 2120 Sanitary Sewer Backhoe 50,000 50,000 Shoring Shield 1/2 4,000 Service Truck 20,000 19,000 Hydraulic Pipe Cutter 3,300 Mobile Phones 379 Software 1,000 Video Inspection Transporter camera 12,500 12,500 5 Yd Dump truck 35,000 Total Sanitary Sewer 39;000 83,500 85,179 `2125 Storm Sewer Shoring Shield 1/2 41000 10 Yard dump truck. 35,000• 35,000 Total Storm Sewer 4,000 35,000 35,000 2130 Streets 6 Yd Dump truck 42,000 10 Yard dump truck 35,000 35,000 Road Grader (used) 30,000 30,000 Air powered hand tamper 1,200 1,200 Handheld radios (2) 1,500, 1,500 Solvent recovery still 5,000 5,000 Flail mower attachment 5,800 Front loader bucket 4,500 Hansen software 31800 Mobile Phones 379 Replacement 5 Yd Sander insert 71500. Total Streets 57,800 78,500 73,079 150 1992/93 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1991/92 1992/93 1992/93 Adopted Requested Adopted 2150 Shops Above ground hoist 4,800 Tire machine 2,300 2,300 Portable radio & charger 850 850 Freon recovery recycle machine . 3,600 3,600 Replacement vehicle computer scanner 425 425 Transmission jack 1,400 Pneumatic oil dispenser 600 . Total Shops 6,800 7,175 7,175 2160 Bldg Maintenance Replacement Van 23,000.. 19,000 Total Field Operations 107,600 227,175 219,433 Community Development 2210 Development Administration Staff Vehicle 8,000, 8,000 Table and 4 chairs 1,200 19200 Replacement Workstation 250 250 Office Furnishings 2,000 2,000 Total Develop Administration , 11,450 11,450 2220 Building Inspection Replacement Vehicles (2) 14,000 8,000 Plans table,and vertical rack 1,200 500 Desk for permits coordinator 500, Cellular-Phones (4) 1,700, Total Building Inspection 1,700 15,700. 8,500 2230 Current Planning Cellular Phone (1) 425 Total Current Planning, 425 2235 Advance Planning Printersound hood 500 Computer memory and storage (1/2) 2,500 2,500 Round table & 4 chairs 1,200 1,200 Double-copy calculator 130 Autocad transfer Software 600 Desgview 386 Software 350 Total.Project Planning 1,450 3,830. 3;700 .r 1992/93 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1991/92 1992/93 1992/93 Adopted Requested Adopted 2240 Engineering Inspection vehicle (currently leased) 8,000 Computer network station 750 486 computer terminals (2) 5,000 5,000 CAD software for new stations 5,550 5,550 Computer'memory & .storage (1/2) 2,500 2,500 Data Collector 3,500 3,500 Advance design software 2,500 2,500 Computer 386 (2) 5,400 Laser printer 2,000 Total Engineering 16,150 19,050 19,050 Total Community Development 19,725 50,030 42,700 Policy & Administration 3120 City Administration . 24 hour city hall Kiosk 5,000 Sound system upgrade 2,500 End tab'file cabinet 706 Total City Administration 8,206 3220 Computer Systems Computer room remodel 1,500. 1,500 1,500 Network File Server upgrades 2,400 Tape Backup System 4,500 4,500 Computer & Modem 750 750 Credenza 300 300 Replacement disk drives 2,500 5,000 5,000 Power supply 1,000 Total- Computer Systems 7,400 12,050 12,050, 3230 Accounting - Laser printer " 1,000 Replacement calculators (2) 400. 400 400 Burster Replacement 10,000 7,000 Monitor extension arms (4) 600 Total Accounting 2,000 10,400 7,400 3310 Risk Management Lap Top Computer 1,100 1,100 152 1992/93 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1991 /92 1992/93 1992/93 Adopted Requested Adopted 3320 Office Services Desktop pub. enhance. Software 1880 415 415 Computer Workstation 700 1,805 1,805'. Desk 500 5.00 Cellular phones Operations - (5) 1,356 Fax Machine - Operations and Library 4,000 2,000 Battery backup units (8) 1,000• Phone card upgrade 1,200 Multi line phones replacement 2,000 Replacement single line cards 1,600- Voice mail system 29,000 Swithboard upgrade 450 Lobby meeting board 500 Switchboard headsets (2) 250 . Replace.'. Elec. envelope opener, 950 Copier - Operations 3,500. 3,500 Replacement Copier - Police 17,200 Total Office Services 55,700 11,576 8,220 3330 Records Shelving- map & Plan size 1;000 1,000 Total Policy,& Administration 73;306 36,126 29,770 Total Capital Outlay 391,875 529,401 403,634 153, 1992/93 Adopted Budget Ciry Of Tigard, Oregon Management/Professional Group Salary Schedule For 1992193 Range Position Rate Pay Range A Planning Aide Monthly 1,586 - 2,129 Hourly 9.15 - 12.28 B Community Development Office Manager Monthly 1,767 - 2;298 Library Assistant Hourly. 10.19 - 13.26 Purchasing Specialist C Executive Secretary Monthly 1,976 - 2,567 Librarian Hourly 11.40 - 14.81 Personnel Generalist D Assistant Planner Monthly 2,083 - 2,604 Equipment Maintenance Supervisor Hourly 12.02 - 15.02 Office Services Manager Reoords/Court Manager E City Recorder Monthly 2,182 - 2,837 Hourly 12.59 - 16.37 F Associate Planner Monthly 2,280 - 2,853 Senior'Librarian Hourly 13.15 - 16.46 G Crew Supervisor Monthly 2,372 - 2,969 . Hourly 13.68 - 17.13 H Community involvement Coorolnator Monthly 2,422. - 3,102 Hourly 13.97 - 17.90 i Accounting Manager Monthly 2,567 - 3,284 Hourly 14.81 - 18.95,• J Administrative Services/Risk Manager Monthly 2,749-- 3,529 Building Official Hourly 15.86 - 20.36 Data Processing/Systems Manager Project Engineer Senior Planner K. Development Review Engineer Monthly 3,013 - 3,917 Field Operations Manager Hourly 17.38 - 22.60 Lieutenant Personnel Director Senior Project Engineer L Library Director Monthly 3,132 - 4,015 Hourly 18.07 - 23.16 M Finance Director Monthly 3,428 4,456 Hourly 19.78 ' - 25.71 N City Engineer Monthly- 3,650 - 4,683 Community Development Director 154 Hourly 21.06 - 27.02 Police Chief 1992/93 Adopted Budget City Of Tigard, Oregon Tigard Police Officers-Associatlon 1992/93 Salary Schedule: Classification Rate Step 1 Step 2 Step 3 Step 4 Step 5 Records Clerk Monthly 1,515. 1,594 1,679. 1,767 . 1,860 Hourly 8.74 9.20 9.69- 10.19 10.73 Property/Evidence Clerk Monthly 1,610 1,691 1,775 1,863 1,956 Senior Records Clerk Hourly 9.29 9.76 10.24 . 10.75 11.28 Police Officer Monthly 2,272 2,394 2,519 2,656 2,791• Hourly 13.11 13.81 14.53 .15.32 16.10 ` Corporal Monthly 2,383 2,507 2,641 2,780 2,929 Hourly 13.75 14.46 15.24 16.04 16.90 Sergeant Monthly. 2,559 2,694 2,836 2,985 3,1,40 Hourly - 14.76 15.54 _ 16.36 17.22' 18.12 155 1992193 Adopted Budget City Of Tigard, Oregon Oregon Public Employees Union Salary Schedule For 1991/92 Range Position Tides Rate Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 A Library AssistantI Monthly 1,133 1,189 1,249 1,311, 1,377 1,446 1,518 Office, Assistant I Hourly 6.54 6.86 7.21 7.56 7.94 8.34 8.76 Records Clerk B Accounting AssistantI Monthly 1,300 1,365 1,432 1,504 1,580 1,659 1,741 Library Assistant II Hourly 7.50 7.88 8.26 8.68 9.12 9.57 10.04 Office Assistant 11 Senior Records Gerk Switchboard Operator C Engineering Aide Monthly 1,376 11445 1,517 1,593 1,672 1,756. 1,845, Hourly 7.94 8.34 8.75 9.19 465 10.13 10.64 D Accounting Assistant 11 Monthly 1,402- 1,472 1,546 1;623 1,704 1,789 1,879 Library Assistant III Hourly 8.09 8.49 8.92 9.36 9.83 10.32 10.84 Office Assistant III Senior Word Processing Technician E Utility Worker l.' Monthly 1,476 1,550 1,628 1,709 1,795 1,884 1,979 Hourly 8.52 8.94 - 9.39 9.86 10.36 10.87 11.42 F AccountirigAssistant III Monthly 1,505 1,582 1,660 1,743 1,830 1,922 2,018 Hourly 8.68 9.13 9.58 10.06 10.56 11.09 11.64 G Building Maintenanoe.Specialist Monthly 1,590 1,669 1,753 1,841 1,932 2,030 2,131 Engineering Technician I Hourly 9.17 9.63 10.11 10.62 11.15 11.71 12.29 Utility Worker II H Building Inspector I Monthly_ 1,704 1,789 1,878 1,972 2,071 2,175 2,283 Codes Enforcement Officer Hourly 9.83 10.32 10.83 11.38 11.95 12.55 13.17 Educational Services Coordinator GIS Technician Mechanic Special Projects Coordinator Utility Worker III I Engineering.Technician II Monthly -1,956 2,055 2,157 2,265 2,378 2,497 2,623 Permits Coordinator Hourly 11.28 11.86 12.44 13.07 13.72 14.41 15.13 J Building Inspector. 11 Monthly 2,101 2;206 2,316 2,431 2,554 2,681 2,815 Hourly 12.12 12.73 13.36 14.03 14.73 15.47 16.24 K Building inspector III Monthly 2,273 2,386 2,506 2,631 2,762 2,900 3,045 Engineering Technician III Hourly 13.11 13.77 14.46 15.18 15.93 16.73 17.57 Plans Examiner III The Oregon Public Employees Union contract expired June 30,1992 and is currently under negotiation. 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