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HomeMy WebLinkAboutCity of Tigard Budget - FY 2008-2009 ~ c a t- • VYallace*. • ~'1 'per %acoma ~Nts~atchte wn to ~'Sulphur • WASH I T O K ` Helene Spring:.. S aklma Pullman 0Orotino ingview ~Walla Lewiston T ltstoria 1 Kefi ,'Mc p ells = • Va v, SozetfMn . Tloard The Pendleton Ls Grand* WIN$ ` 'Ne ner S40 alem p p , NlwgOlt~ VffitS aJ Baker City .ley • Z , • Pacilrc U N I T E DS T A 7 E S Eugene Idaho Ocean 0 R E G 0 N Boise 10 A H 0 Fens • ,Roseburg eAO Grants Pass a Twin Fans • 6ledforrP Aitamont Gcsunt City_ ~ reks ~ .r o kltueac. h:.1AlR . V SaN Lake. Eureka d; Worinernuoca Cky. ; • o @at t lt- " -W, rounta Elko • RedfSng I N E V A D A T A H • CAL j ; Lovrlotk • On the Front Cover: Jim Griffith Memorial Skate Park, named after Jim Griffith, Mayor of Tigard from ~ 2000 to 2003 was officially opened November 8, 2007. In 2001, members of Mayor Jim Griffith's Youth Forum proposed the construction of a skate park in Tigard, and the Skate Park Task Force was formed. The front cover is of the open skate park at the grand opening of this 15,000 square foot skate park located at the Tigard Civic • Center. Skate boarders and bikers of all ages, along with Tigard Mayor Craig Dirk- • sen and Skate Park Chairperson Rich Carlson, were present to open this Dreamland constructed park. Portable lights were brought in for the opening night and the skat- ers and bikers were allowed to skate into the evening. This picture is courtesy of Doug Vorwaller and Greg Stout. • • • • • CITY OF TIGARD, OREGON • FY 2008-09 • PROPOSED BUDGET • • • • • BUDGET COMMITTEE • • Jason Snider Mayor Craig Dirksen • Rick Parker Councilor Nick Wilson John Bailey Councilor Sydney Sherwood • Brian McCarry Councilor Gretchen Buehner • Dena Struck Councilor Tom Woodruff Cameron James • • CITYEXECUTIVE STAFF • • • City Manager Craig Prosser Assistant City Manager Liz Newton • Chief of Police William Dickinson • City Recorder Cathy Wheatley • Community Development Director Tom Coffee Financial and Information Services Director Open • Human Resources Director Sandy Zodrow • Library Director Margaret Barnes Public Works Director Dennis Koellermeier • Risk Manager/Management Analyst Loreen Mills - City Attorney Jordan, Schrader, Ramis • • • • • • • vwww.tigard-or.gov • • • • • . . • • • io GOVERNMENT FINANCE OFFICERS ASSOCIATION • Distinguished ' . Budget Presentation Award • PRESENTED TO • City of Tigard • • Oregon For the Fiscal Year Beginning • July 1, 2007 • • • President Executive Director - . • • . The Government Finance Officers Association of the United States and Canada (GFOA) pre- - sented an award of Distinguished Budget Presentation to the City of Tigard for its annual budget • for the fiscal year beginning July 1, 2007. . In order to receive the 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 commu- • nication device. The award is valid for a period of one year only. We believe our current budget continues to con- • form to program requirements, and we are submitting it to GFOA to determine its eligibility for • another award. . • . • • • TABLE OF CONTENTS - INTRODUCTION • 2008-2009 Budget Transmittal 1 Council Goals 9 • Citywide Organization Chart - By Program • • READER'S GUIDE User's Guide to the Budget Document ..................................................................................11 • Budget Process/Calendar .........................................................................................................15 • Basis of Budgeting .....................................................................................................................18 • Fund Structure ...........................................................................................................................19 Program Budget Structure 21 • Budget Unit Funding 24 • City Information 26 • City of Tigard Map 30 • BUDGET SUMMARY • Where the money comes from 31 • Where the money goes 32 Fund Balance 36 • Summary of All Funds 38 • Summary of Contingency .........................................................................................................44 • Operating Budget Summary 46 Comprehensive Long Term Financial Forecast 47 • • REVENUE ANALYSIS • Current Revenue Summary By Fund 60 • Property Tax Summary 61 Assessed Valuation 62 Property Tax Revenue 63 - State Revenue Sharing 64 • Enterprise Funds - User Fees 65 Connection Fees 66 • Permit Revenue 67 • County Shared Revenue 68 • Fine and Forfeiture Revenue 69 Interest Earnings 70 • Franchise Fee Revenue 71 • Interfund Transfers 73 Interdepartmental Transfers 76 • • • • • • • • PROGRAM SUMMARIES - Program Summaries 83 - Expenditure Summary by Program 84 Operating Budget History 85 Staffing Levels 87 - COMMUNITYSERVICES PROGRAM Community Services Organization Chart 89 Expenditure/ FIE Summary 90 - Police Organization Chart/FTE Summary 92 Police Administration 94 Police Operations 99 - Police Support Services .................................................................103 Library - Organization Chart/FTE Summary .............................109 Library Administration .....................................................................................................111 Library Readers' Services .................................................................................................116 , Library Technical Services ...............................................................................................121 Library Circulation ...............................................................................................124 Social Services and Community Events .........................................................................128 - PUBLIC WORKS PROGRAM Public Works Organization Chart .........................................................................................130 Expenditure/FTE Summary ..................................................................................................131 - Public Works - Public Works Administration ..........................................................................................134 Parks and Grounds ...........................................................................................................138 - Street Maintenance ...........................................................................................................142 Fleet Maintenance .............................................................................................................146 Property Management ......................................................................................................149 Water ...................................................................................................................................153 - Sanitary Sewer ....................................................................................................................158 - Stormwater .........................................................................................................................162 - COMMUNITYDEVELOPMENT PROGRAM Community Development Organization Chart 166 Ex enditure/FTE Summa .........................................................................167 - Community Development Community Development Administration ...................................................................169 Building Inspection ...........................................................................................................173 - Current Planning ...............................................................................................................177 - Long Range Planning .......................................................................................................180 Capital Construction & Transportation .........................................................................184 Development Engineering .....................................................190 - Street Lights & Signals .....................................................................................................193 - Downtown Redevelopment ............................................................................................196 POLICYAND LEGISLATION PROGRAM Policy and Legislation Organization Chart ..........................................................................200 - Expenditure/FTE Summary ..................................................................................................201 Mayor and Council - Mayor & City Council 203 CITYADMINISTRATIONPROGRAM Organization Chart/FTE Summary 208 - City Administration Organization Chart/FTE Summary 210 - City Management .....................................................................................................................212 - Human Resources 216 Risk Management 220 Office Services 224 • Municipal Court 227 City Recorder/Records ...........................................................................................................230 Financial and Information Services - Organization Chart/FTE Summary 234 Financial and Information Services Administration 236 Financial Operations 240 Utility Billing 243 - Information Technology 246 GENERAL GOVERNMENT PROGRAM - General Government Organization Chart 250 . Expenditure/FTE Summary ..................................................................................................251 Urban Services 252 COMMUNITYINVESTMENT - Community Investment Program Summary 257 - Summary of Capital Projects 261 Capital Improvement Program by System ...........................................................................262 Five Year Community Investment Program 299 - DEBT SERVICE Debt Service 307 Debt Service Summary 308 - General Obligation Bonds 309 - Bancroft Improvement Bonds and Bond Anticipation Notes 310 Loans 311 Outstanding & Planned Debt Issues 312 - Debt Service Schedules - General Obligation Bond - Library 313 69th Avenue Local Improvement District 314 Dartmouth Local Improvement District - 2003 315 OECDD/Cook Park Expansion 316 - FUND SUMMARIES Fund Summary Introduction 317 - General Funds General Fund 318 - Enterprise Funds - Sanitary Sewer Fund 322 Stormwater Fund 324 - Water Fund 326 - Water CIP Fund 329 Water Quality/Quantity Fund 331 Water SDC Fund 333 - Special Revenue Funds Building Fund 335 - City Gas Tax Fund 338 Criminal Forfeiture Fund 340 Electrical Inspection Fund 342 Gas Tax Fund 344 - Insurance Fund 347 - Parks SDC Fund 349 Street Maintenance Fund 351 Traffic Impact Fee Fund 353 - Tree Replacement Fund 355 - Trust Fund 357 Underground Utility Fund 359 - Urban Services Fund .......................................................................................................361 - Urban Services Traffic Impact Fee Fund 363 - Capital Projects Funds Facilities Fund 365 Parks Capital Fund 368 Tigard Triangle LID #1 Fund 371 Internal Services Funds Central Services Fund 373 - Fleet/Property Management Fund 376 Debt Service Funds - Bancroft Debt Services Fund 379 General Obligation Debt Service Fund 381 Historical Funds - Wall Street LID Fund - 383 - APPENDIX Schedule of Appropriations 385 Financial Policies 389 Glossary of Budget Related Terms 396 - Advisory Committees 401 - Staffing Summary 406 Management/Professional Group Salary Schedule ............................................................408 Tigard Police Officers Assoc. Salary Schedule ....................................................................411 Oregon Public Employees Union Salary Schedule .............................................................412 its i • • INTRODUCTION • • • • 2008-2009 Budget Transmittal 1 Council Goals 9 • • C:M7wide Organizations Chart - By Program ...............................................................10 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • t1 i 1 To the Citizens of the City of Tigard, - I submitted my Proposed FY 2008-09 Budget to the members of the Tigard Budget Committee in April of 2008. This annual exercise gives the City, the Budget Committee, and the citizens of Tigard the opportunity to review upcoming plans, needs, and wishes and to - balance these against the expected resources of the City. This is a comprehensive exercise i that involves every facet of City government and has significant ramifications for the entire community. - The Budget Committee, made up of the City Council and five citizen volunteers plus one • alternate member, held three public meetings on the Proposed Budget in April and May. At these meetings, the Budget Committee heard presentations from Department Directors on the Proposed Budget for each department. The Committee provided opportunities for and - received public comment. The Committee made several revisions to the Proposed Budget, - approved it, and forwarded it to the City Council for adoption. The City Council held an additional public hearing on the Approved Budget on June 10, 2008, and following the hearing, adopted the FY 2008-09 Budget. - This transmittal letter summarizes the major provisions of the FY 2008-09 Adopted Budget. The City operates with a balanced budget. It always has and it always will. This is achieved - through thoughtful allocation of scarce resources and careful management of the budget - once approved. For the past several years, the City has been forecasting declining fund balances in the - General Fund. The FY 2008-09 Budget also shows this trend with a General Fund Ending - Fund Balance smaller than the Beginning Fund Balance. Thankfully, the City has also managed to slow this trend by maximizing revenues whenever possible and by the built-in savings in planned expenditures: not all positions are filled all the time, generating savings; - some capital projects are delayed or re-scoped throughout the year; and money is saved in - materials and services whenever possible. This will continue. In addition, the City continues to closely monitor the performance of its other funds. - Transportation needs have long out-stripped available resources, but with the addition of a - major reconstruction of Burnham St. in FY 2008-09 and 2009-10, the health of the City's Road funds has become a matter of great concern. In addition, the City has managed to increase the level of parks purchases over the past two years with the use of General Fund - monies. In FY 2008-09, the General Fund will contribute $910,845 toward the construction - of the Canterbury Park and several other small parks projects. However, it is doubtful that the General Fund will be able to support further park land acquisition and/or development in the future. Fortunately, in the short run, the City can rely on a share of the regional Metro - Parks and Greenspaces funding, but beginning in FY 2009-10, we will need to seriously - consider requesting voter approval of additional parks funding. At the same time that the City is experiencing the need to ever more closely monitor the expenditures of the City, we are also experiencing increased expectations of our citizens. • Introduction Page I • According to the most recent citizen survey, the number one concern of Tigard citizens is traffic congestion. Tigard residents are tired of traffic problems on - Highway 99W, Scholls Ferry Rd., Hall Boulevard, Greenburg Rd., Durham Rd., - Walnut St., and many other thoroughfares. They expect the City to fix the problem. • Citizens are concerned about inadequate and poorly maintained streets. They want well-designed and well-constructed roads and streets that facilitate movement around - the City, and they expect the City to fix the problem. i • Citizens are concerned about disappearing greenspaces, and they want more parks - and open spaces. They expect the City to fix the problem. • Citizens are concerned about a run-down and under-performing downtown. They want a vibrant, active downtown with shops and restaurants in a green and friendly - environment, and they expect the City to work with downtown property owners as a - proactive partner to fix the problem. • Citizens are concerned about continuing growth within the greater Portland area and fear that this growth will reduce the quality of life in Tigard and surrounding communities. They want to live in a strong and vibrant community that respects the - environment, supports livable, clean, and friendly neighborhoods, and which - provides jobs, shopping, cultural, and recreational opportunities close to home. They expect the City to be a partner in achieving this vision. In addition to this short (and admittedly incomplete) list of expectations, there are a variety - of other issues that the City must successfully pursue or they too will become specific concerns of the citizens. These issues include maintaining a safe community, providing educational and cultural opportunities through the City Library, providing safe drinking - water, and disposing of sanitary sewage and storm water. The recent citizen survey shows a - high degree of satisfaction for these services, but if the City does not do its job right, that satisfaction could quickly turn to discontent. The annual budget process provides a great opportunity to look at the needs, wants, and desires of the citizens of Tigard and to place these requirements up against the available resources to determine the priorities for the City. It is a delicate balancing act. The Adopted Budget document contains detailed information about every fund and operation of the City. At this point, however, I would like to summarize the high points for your consideration: This budget has approved expenditures totaling $90,268,181. Of this amount, $43,452,088 is - to fund ongoing operations while $28,980,083 is set aside to fund 85 separate capital projects in the City's Capital Improvement Program. The remaining $17,836,010 is for debt service, loans to the City Center Development Agency, contingency, interfund transfers and indirect - charges. The Adopted Budget includes the addition of 6.5 FTE in FY 2008-09. These new positions are intended to address high priority needs of the City and increased workload. Two of - these positions are paid for by new or increased revenues. One and a half positions are - converting temporary, part-time positions into regular full time positions. Introduction Page 2 - Every December or January, the City Council meets to set out its goals for the ensuring - calendar year. The Council Goals for 2008 include: 1. Pursue opportunities to reduce traffic congestion in Tigard. - • Pursue immediate low-cost projects to improve traffic flow. 9 Explore light rail on 99W. • Promote an access control study of 99W. • Support the I-5/99W connector project • Continue state and regional advocacy for transportation improvements in Tigard. - The Adopted Budget includes $20,000 in the Mayor and Council Budget to engage the services of a government affairs consultant. This individual, to be placed on retainer, will be responsible for monitoring activities at the State, Metro, Washington County, and Tri-Met - relating to transportation issues and transportation funding. Historically, Tigard has not - received its fair share of federal, state, and regional transportation dollars, and this is due in part to the fact that Tigard has not always been at the table. This consultant will help Tigard establish a presence and make a case for transportation funding in our community. In - addition, this consultant will help Tigard to start making the case to bring light rail down - Highway 99W into Tigard and beyond to help reduce congestion on that highway. Capital funding for congestion-reducing projects will continue to be limited until Tigard can - obtain a bigger share of state and regional transportation funding or until Tigard identifies - new local sources of funding. Staff will be working closely with the governmental affairs consultant and citizens to develop funding proposals. - The FY 2008-09 Budget includes one additional motorcycle officer position in the Police - Department to improve enforcement of traffic laws in Tigard. Traffic enforcement is one of several tools that the City has to improve traffic flow and to reduce congestion. This position will be supported by increased traffic fine revenues. - 2. Complete the update and begin the implementation of the Comprehensive Plan. - The Community Development Department is well positioned to complete work on this goal • in FY 2008-09. Staffing is adequate and no new positions are required. The Budget does include money for consulting assistance and special projects in support of Comprehensive Plan implementation and a re-write of the City's Development Code. i 3. Implement the Downtown Urban Renewal Plan. • Prioritize and begin implementing tasks identified in the development strategy - for downtown. - Introduction Page 3 Work is proceeding quickly in the downtown. The City is completing the design of Burnham Street and has begun to purchase the necessary right of way for its construction. - The FY 2008-09 Budget includes the relocation of utilities along the street and breaking ground on the road itself. This is a major project which will not be completed until two years after the start of construction. The City will begin design work on the Main Street reconstruction in the stretch south of - Burnham to 99W. Main Street will be rebuilt as a "green street" using grant funds from Metro. Actual construction work will begin in FY 2009-10. - In the current fiscal year, the City completed a master plan for Fanno Creek Park and the - Downtown Plaza. Funds are included in the FY 2008-09 budget for land acquisition for expansion of the park. Land acquisition for the Plaza will be dependent upon obtaining additional revenues in FY 2009-10. - Tri-Met is hard at work on the Commuter Rail Line and the Tigard station. Opening of the line and the Tigard station is currently anticipated in October of 2008. 4. Promote and honor good citizenship in Tigard. i • Recognize good citizenship by individuals and groups. • Build youth involvement programs. • Support the neighborhood program. - The Neighborhood Network Program was kicked off in FY 2007-08 and is gaining support. As of the most recent count, the City now has six neighborhoods with neighborhood web pages. - Youth programs continue to be of priority for the City. In FY 2007-08, the City added staff to the Police Department to support youth activities, and that effort continues in FY 2008- 09. - 5. Explore the possibility of placing a parks and greenspaces bond on the ballot in 2010. In FY 2008-09, the City will complete an update of its Parks Master Plan, which is currently - underway. The Master Plan will provide a blueprint for future park additions and improvements. This information will be crucial for the Council as it looks at putting together a proposal to go to voters in 2010 to approve a General Obligation Bond to fund - those improvements. - The FY 2008-09 Budget contains only limited General Fund support for parks acquisitions. Fortunately, the City will be receiving approximately $800,000 of a total $1.4 million - allocation of Regional Parks and Greenspaces Bond funding from Metro in FY 2008-09 to - allow us to continue with a minimal level of parks acquisitions. 6. Make a decision on Tigard's long-range water source(s). Introduction Page 4 - - This has been a perennial goal for Tigard, which does not currently own its own source of - water. For almost 50 years, we have been relying on lease arrangements with our neighbors. We are very close, however, to working out a long-term agreement with Lake Oswego for ownership interest in a water system. We are also continuing discussions with the Joint - Water Commission about obtaining an ownership interest in an expanded Hagg Lake. It is - anticipated that one of these options could become a reality very soon. The Adopted Budget contains $3,031,579 in FY 2008-09 to begin Tigard's contribution toward a secure water source for our customers. As I indicated earlier, the FY 2008-09 Budget includes the addition of 6.5 new positions. In summary, these include: - Police • 1.0 FTE Crime Analyst - The department has used the services of a crime analyst on a part-time basis for the past couple of years. The Budget converts the part-time funding into full-time funding. The Crime Analyst is key to helping the department - work "smarter, not harder" and has been instrumental in putting together - information that has helped officers catch criminals. • 1.0 Police Officer (Motorcycle) - Motorcycle officers focus on traffic enforcement. Given citizen concerns about traffic congestion, the department will increase its - traffic enforcement efforts to help reduce congestion. Although not a focus of this - position, increased traffic enforcement will increase the amount of traffic fines the City receives, which will more than cover the cost of this position. • 1.0 FTE Police Officer (Patrol) - This position will help the police force maintain - service levels as demand increases in the City. This position will add to the City's - patrol strength to increase officer presence in neighborhoods and commercial areas. - • 0.5 FTE Confidential Executive Assistant -The department has used temporary, part-time funds for a half time assistant position. This position works extensively on the City alarm permit program and assisting in the development of a web-based - operations manual for use with all police personnel. This is an on-going need and I - am therefore proposing to convert the temporary position into a regular part-time position at only minimal additional cost for pro-rated benefits. - Library • • 1.0 FTE Library Assistant - This addition actually consists of two half time Library Assistant positions needed to maintain current service levels as workloads have increased in Circulation and Readers' Services. The Library continues to be wildly successful with record-breaking circulation and demand for services. These two half - time positions will help the Library keep up with this workload. Financial and Information Services • 1.0 FTE Administrative Specialist I - This position is needed to handle the increase - in demand for passport issuance services and is fully paid for by passport application - fee revenues. The City began accepting passport applications for the US Department of State two years ago (without adding staff), and application activity - Introduction Page 5 continues to grow. Workload is now beyond the ability of existing staff to handle and to get their regular duties completed. The need for this position is so great that - the City has actually added this position in FY 2007-08 using a vacant position. I am - proposing to reclaim that vacant position and to transfer it to Risk Management to address needs in that division, so the total position count in Financial and Information Services appears the same in FY 2008-09 as existed in FY 2007-08. - Human Resources - • 1.0 FTE Human Resources Technician - The Human Resources Division is a small - unit of four positions that handles all recruitments for the City, all employee issues and grievances, collective bargaining, citywide training, and employee benefits and support. Workload has grown to the point where this unit needs additional - assistance to keep up with current requirements. The Human Resources Technician - will focus on routine, procedural issues, thereby allowing Analysts and the Director to handle the more complicated issues. Risk Management - • The Adopted Budget includes the transfer of a vacant position from Financial and - Information Services to Risk Management as part of a reorganization of duties in Risk. The Budget also includes the reclassification of the Risk Manager to Assistant to the City Manager to allow her to undertake special projects of citywide impact. As - the City grows and develops, we experience the need for greater coordination - between departments and functions. We also experience the need to address issues that impact all departments, yet are owned by none. Examples of the types of projects that will be addressed as a result of this reorganization include Business - Continuity Planning in case of major service disruptions, improved performance - measurement and management, and special projects requested by City Council. The position transferred from Financial and Information Services will take on some of the Risk Management duties currently performed by the Risk Manager and will also - assist her in researching and analyzing citywide projects assigned. - Finally, as in the last two years, staff have identified key issues for special consideration by the Budget Committee. We developed issue papers which were presented to the Committee - for their review and discussion. Some of the identified issues were in the Proposed Budget. - Others were not, but focused on topics that the Committee might have chosen to add into the Budget. The Issue Papers and the Budget Committee's action on them are: 1. Obstacles to running for public office (Council Service Task Force Report) - The Budget Committee concurred in the recommendation of the Council Service Task force to add $45,250 to the Mayor and Council Budget to allow the Mayor or the Council president to devote up to half time to representation of the City of a variety of regional and local task forces and - groups. It is hoped that this increased presence will make the needs of Tigard residents more visible to regional decision makers and funders so that Tigard can obtain funding to address problems such as 99W. Introduction Page 6 - II - 2. One-time contributions to local organizations for capital construction The Budget Committee amended the Budget to add a one-time, $25,000 contribution to The Broadway Rose's capital campaign to help build a permanent home for the theater. The Committee saw this non-profit theater - group as a significant contributor to the cultural life of Tigard and deserving • of support. i 3. Establishment of a criminal court This issue paper explored the possibility of establishing a local criminal court - in Tigard to handle misdemeanor cases. These cases are currently handles by - the County Court in Hillsboro, located 45 minutes from Tigard. The County Courts are over-worked and minor crimes are not always prosecuted to the extent Tigard citizens would prefer. - The Budget Committee expressed interest in the possibility of establishing a local criminal court in Tigard to address misdemeanors and to ensure that local standards are applied to adjudication of issues. The Committee felt, - however, that more information and discussion was needed, so they - instructed staff to research additional information and to return this issue to the Budget Committee for additional consideration mid-year. - 4. Establishment of an equipment/ facilities reserve - The Budget Committee concurred with the establishment of an equipment and facilities reserve to set aside money for future needs. 5. Water rates and water supply debt service - The Budget Committee supported a 7% water rate increase each year over the next four years to cover increased operating costs and to continue building a capital reserve to help pay for a future water source. Discussions with Lake Oswego are looking promising, and the City is likely to need - significant capital financing for water source and transmission improvements over the next several years. The Proposed Budget had assumed approval of this rate increase. - 6. Code enforcement and compliance - This issue paper considered changes to Tigard's Code Compliance program to switch from the current complaint-drive, reactive program to a more proactive approach. This switch would have required additional funding and - staffing, which would have been only partially offset by additional code - enforcement fine revenues. The Budget Committee decided to defer action on an enhanced code enforcement program. . 7. General Fund opportunity loans to the City Center Development Agency Introduction Page 7 • • • • This issue paper examined the possibility of setting up a loan to the City • Center Development Agency, to be made on an as-needed basis to provide • funding for purchase of property within the urban renewal district to hold • for future redevelopment. Tigard's urban renewal agency (the City Center Development Agency) does not have the authority to condemn property for • redevelopment. This issue paper looked at one possible alternative to help • the CCDA foster redevelopment in the downtown area. The Budget • Committee decided not to create an opportunity fund in the City Center Development Agency backed by loans from the City's General Fund. • 8. Future parks development and available funding sources The Budget Committee received information on the status of parks planning • and future parks capital needs and agreed to monitor the development of a • possible bond measure to be referred to voters in 2010. • 9. Burnham Street reconstruction, Greenburg/99W intersection improvements, • available funding, for these and other transportation projects • The Budget Committee discussed transportation funding needs. Two • members, Rick Parker and John Baily volunteered to sit on a new • Transportation Financing Strategies Task Force to be created by the City later this year. • • This budget continues to reflect the effort of the City to increase the quality of work in many • areas throughout our community. • Sincerely, • • Craig Prosser • City Manager • • • • • • • • • • • • • Introduction Page 8 • • • City of Tigard - 2008-2009 Fiscal Year Annual Budget - City Council Goals - The City Council meets annually to set out its goals for the coming year. For the 2008 goals, - Council has focused on tasks that they feel must be done in 2008-09 to lay the foundation for progress five, ten and fifteen years in the future. - The City Council would also like to acknowledge on-going tasks, programs, and projects that • serve and protect Tigard citizens. These work items are in process and do not require specific Council action. Examples include obtaining a permanent and secure water source for the City, greenspace acquisition, fiscal viability, public safety and library services. • 1. Pursue opportunities to reduce traffic congestion in Tigard. • Pursue immediate low-cost projects to improve traffic flow. • Explore light rail on 99W. • Promote an access control study of 99W. - • Support the I-5/99W connector project. - • Continue state and regional advocacy for transportation improvements in Tigard. 2. Complete the update and begin the implementation of the Comprehensive Plan. - 3. Implement the Downtown Urban Renewal Plan. - • Prioritize and begin implementing tasks identified in the development strategy for downtown. - 4. Promote and honor good citizenship in Tigard. • Recognize good citizenship by individuals and groups. • Build youth involvement programs. • Support the neighborhood program. 5. Explore the possibility of placing a parks and greenspaces bond on the ballot of 2010. - 6. Make a decision on Tigard's long-range water source(s). - Introduction Page 9 • • CITIZENS OF TIGARD • • • MAYOR & • CITY COUNCIL • • • • COMMUNITY PUBLIC COMMUNITY • SERVICES WORKS DEVELOPMENT CITY ADMINISTRATION • . • PUBLIC COMMUNITY CITY FINANCIAL AND • • POLICE LIBRARY ADMINISTRATION INFORMATION WORKS DEVELOPMENT L1MIMSTRATION SERVICES • City Administration Administration Administration Administration Management Administration • • Readers' Parks & Building Human Financial - Operations Services Grounds Inspection Resources Operations • • Support Technical Sanitary Current Risk Utility Billing - Services Services Sewer Planning Management • Long Range Office Information • Circulation Stormwater Planning Services Technology • • Street Capital Construction • Maintenance & Transportation City Recorder/Records • Fleet Development • Maintenance Engineering Municipal Court • • Property Street Lights • Management & Signals • Water Downtown • • Redevelopment • • Introduction Page 10 - • • • • READER'S GUIDE • • • • User's Guide to the Budget Document 11 • Budget Process /Calendar 13 • Basis of Budgeting 18 • Fund Structure 19 • Program Budget Structure 21 Budget Unit Funding 24 • City Information 26 • Cite of Tigard N1ap 30 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • t . ~ ~ City of Tigard • 2008-2009 Fiscal Year Annual Budget • User's Guide • The budget document describes how the City of Tigard plans to meet the needs of the community. - It is also a resource for citizens interested in learning more about the operation of their City government. - The City budget fulfills several functions: - • At its most basic level, the budget is an accounting document. It establishes the basic guidelines that the City uses to measure and control expenditures and to track its revenues. - • The budget also serves as an operational guide. It identifies work programs and goals to be - achieved for each department or unit in the coming fiscal year. • At the highest level, the budget is an important policy document. The annual budget process is - the one time during the year when all of the City operations and processes are reviewed in a - comprehensive manner. The City reviews the needs of the community, priorities, and goals and then matches resources against those needs, priorities, and goals. Resources are limited, so choices must be made. The annual budget reflects those choices. - • Finally, throughout all levels, the budget is a communications tool. It is one means that the City - uses to explain the various demands, needs, constraints, resources, and opportunities it faces. It communicates the choices made and the direction in which the City is headed. - The budget document has been organized to assist the reader in understanding how and why the - City budgets as it does and to provide more summary level information at the beginning of the budget document with more detailed information at the end. Not only is the document arranged from a high level summary to more detailed, each section is also arranged in this manner. - As the reader reviews the information in this document, he or she will see this arrangement as well as the functions listed above that a budget should fulfill. - The City of Tigard's budget document is divided into nine primary sections as presented below: Introduction . This section contains the Budget Transmittal from the City Manager. This letter summarizes the - major provisions that have been included in the FY 2008-09 Adopted Budget. It includes a discussion of the major policy issues that were considered and major changes from last year. This section also contains the Council Goals which provide the foundation and direction for many of the - choices made in constructing this budget. A Citywide organization chart orienting the reader as to the programs and services provided by the City is included in this section. • Reader's Guide Page 11 City of Tigard 2008-2009 Fiscal Year Annual Budget - User's Guide Reader's Guide This section provides an overview of the budget process, the basis of budget, the budget structure, - and general City information including a map. This section is designed to help familiarize the reader with the City and its budget. Budget Summary The Budget Summary is designed to give the reader an overall view of the entire City budget. This section contains summary charts and information to provide a one-stop picture of the budget. These high-level summaries provide an easy reference for overall City trends and conditions. This section also presents the Comprehensive Long Term Financial Forecast. The Financial - Forecast projects City revenues and expenses for major operational areas of the City over the next - five years, based on current conditions and expectations for the future. The City uses the forecast to identify future trends, needed corrective action, and to forecast the success of current financial efforts. Revenue Analysis - The Revenue Analysis section contains information about the City's primary sources of revenue - across all funds. This section provides a basic explanation of Oregon's property tax system and a - summary of the City of Tigard's property tax revenues and assessed valuation. This section also provides historical trend information for each of the City's major revenue categories. Program Summaries - The City's operating budget is organized by major program areas: Community Services, Public Works, Community Development, City Administration, Policy and Legislation and General - Government. Each program area contains one or more operating departments or budget units. The - Program Summaries section provides detailed information for each program area by department and budget unit. The information in this section includes a program-level narrative and summary expenditures and authorized position counts. The following subsections within the Program Summaries section include a narrative for each - budget unit presenting the long term results the unit is working to achieve, a description of the unit's services and activities, FY 2008-09 goals and objectives, accomplishments for the prior fiscal year, and major highlights of the unit's budget. This section also includes workload indicators for each - unit showing how much work it has accomplished in the past and how that workload is expected to - change in FY 2008-09. Reader's Guide Page 12 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - User's Guide This section also includes effectiveness measures for each unit. The City of Tigard has embarked on - a program to measure how well it is doing its job. Effectiveness measures are indicators to show the - progress of each unit in achieving its long term results. Community Services Program - This section includes budget appropriations and explanatory material for the Community Services Program. The Community Service Program includes Police, Library, and Social Services and Community Events. - Public Forks Program This section includes budget appropriations and explanatory material for the Public Works Program. - The Public Works Program includes Public Works Administration, Parks and Grounds, Sanitary - Sewer, Stormwater, Street Maintenance, Fleet Maintenance, Property Management, and Water. Community Development Program - This section includes budget appropriations and explanatory material for the Community Development Program. The Community Development Program was formerly known as the Development Services Program. The Program name was changed during the FY 2006-07 budget process due to the reorganization of several departments. The Development Services Program used - to be comprised of the Community Development and Engineering Departments. As part of the reorganization, the Engineering Department was merged into the Community Development Department and the Engineering duties were split between two new divisions, Capital Construction - and Transportation and Development Engineering. - The Community Development Program includes Community Development Administration, Building Inspection, Current Planning, Long Range Planning, Capital Construction and Transportation, Development Engineering, Street Lights and Signals and Downtown - Redevelopment. City Administration Program - This section includes budget appropriations and explanatory material for the Policy and . Administration Program. The Policy and Administration Program includes City Management, Human Resources, Risk Management, Information Technology, Finance Administration, Financial Operations, Office Services, City Recorder/Records, Utility Billing and Municipal Court. - Policy and Legislation This section includes budget appropriations and explanatory material for the Policy and Legislation - Program and includes the Mayor and City Council. Reader's Guide Page 13 City of Tigard - 2008-2009 Fiscal Year Annual Budget User's Guide General Government This section includes appropriations to close out and remit any remaining fund balances in the - Urban Services Fund and the Urban Services TIF Fund to Washington County. Capital Improvements - The Capital Improvements section provides information about the City's five-year capital improvement program. It includes information about major construction and capital acquisition projects that are planned during FY 2008-09 as well as projections of capital needs over the - following four years. Debt Service The Debt Service section presents information on the City of Tigard's outstanding long term debt. - This section shows current and future debt service requirements, calculations of debt ratios, the comparison to statutory debt limitations, and debt service schedules. Fund Summaries The Fund Summaries section shows the City's fund structure and detailed fund reconciliations for ~ each fund managed by the City. A fund is a self-balancing set of accounts and is used to track - revenues and expenditures for specific operations. Under Oregon law and Generally Accepted - Accounting Principles, revenues and expenditures of individual funds may not be co-mingled. This section shows current and historical information on the resources and requirements of each of the City's funds. - Appendix The Appendix section contains a variety of other budget-related information to assist the reader's - understanding, such as the Budget Message from the City Manager (written for the Proposed - Budget), salary schedules, staffing summary, the City's financial policies, and a glossary of terms used in the budget. This section also includes a listing of Advisory Board and Committee members. Reader's Guide Page 14 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Budget Process /Calendar - Staff begins preparing the annual budget several months prior to adoption. In November - and December staff completes a five year forecast of all revenues, expenditures and fund balances. The forecast typically anticipates future fee increases or new fees, changes in technology or laws, additional staffing, equipment replacement, and impact of capital - construction on operating costs. These forecasts provide a basis for department staff to - later use during the budget process. The City Manager reviews the forecasts for all funds and directs which future expenditures - must be postponed or eliminated to ensure a stable, financial future, but still provide the - necessary resources to continue to provide current services at the same level of service in the future and accomplish City goals. - Budget parameters and guidelines for the coming fiscal year are set in relation to the - finalized five year forecast. Guidelines can include the number of additional staffing allowed in the budget requests, changes in programs, equipment replacement, etc. In January, department staff prepares their requested budgets while at the same time the City Council - sets its goals for the coming year. These goals and the necessary resources to accomplish - them are included in the budget requests and may require adjustments to the forecast and budget guidelines. - After departments submit their requested budgets, Finance staff reviews the requests and - meets with the departments to discuss the requests and obtain additional information to assist with their analysis. In March, Finance staff finalizes their budget analyses and meets with the City Manager and Department Directors to review the requests. The City Manager makes decisions on the requested budgets, which are then incorporated into the Proposed - budget. In April and May, the City Manager presents the Proposed Budget to the Budget Committee. The Budget Committee, in accordance with Oregon Budget Law, is made up of - the City Council and an equal number of citizen members. In Tigard's case, the Budget - Committee is comprised of the Mayor, four Council Members, and five citizens. All budget meetings are open to the public and are required to be advertised as such. At each budget meeting, time for public comment and input is provided. After all input has been received, • the Budget Committee approves the budget with any changes and forwards it to the City - Council for adoption. In June, the City Council holds another public hearing to allow for additional public • comment. After the public hearing, the Approved Budget is adopted by City Council - resolution. The Adopted Budget takes effect on July 1. According to Oregon Budget Law, a budget must be adopted prior to July 1. Reader's Guide Page 15 City of Tigard 2008-2009 Fiscal Year Annual Budget - Budget Process /Calendar Budget Calendar November/December Finance staff updates the five year revenue and expenditure - forecasts and sets growth trends and baselines. City Manager reviews forecasts and sets guidelines and policy - for next year's budget. January Finance staff prepares budget instructions, provides training as required, and distributes budget guidelines to department - staff City Council establishes goals for the year. February Departments prepare budget requests for review by Finance - staff. Department staff submits revenue and expenditure - projections for the current fiscal year. - Finance staff reviews requests and prepares budget analysis. The five year forecast is updated based on requested budget - amounts and projections for the current fiscal year. . March/April Requested budgets and budget analyses are submitted to the City Manager. Budget discussions between the City Manager, - Department Directors, and Finance staff take place. - Finance staff updates five year forecast based on proposed budget. The Proposed Budget document is produced by Finance - staff. Budget Committee meetings are advertised. - April/May The City Manager's Proposed Budget is submitted to the Budget Committee for deliberation. Several public meetings - are held to present the Proposed Budget to the Budget - Committee to discuss and to allow citizen comment. The Budget Committee makes changes as appropriate and then approves the Budget before forwarding it to the City Council for adoption. - Reader's Guide Page 16 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Budget Process/ Calendar - Finance staff updates five year forecast based on approved - budget and revised projections for current fiscal year revenues and expenditures. - Public Hearing Notice for Budget Adoption is advertised. June A public hearing before City Council is held to allow citizens to comment on the Approved Budget. After the public - hearing, the Approved Budget is adopted by City Council - resolution. Finance staff updates five year forecast based on adopted - budget. The Adopted Budget document is produced by Finance staff. July The Adopted Budget takes effect. Budget Revision Procedures - Oregon Local Budget Law establishes procedures to revise the budget as events occur after - budget adoption. The type of event determines the procedures to be followed. Budget Amendment - The Adopted Budget appropriates contingencies in each fund. Contingencies cannot be used unless transferred to a specific appropriation by Council Resolution amending the budget. - Budget amendments during a fiscal year cannot exceed 15% of fund appropriations without approval of a Supplemental Budget. Supplemental Budgets - In accordance with Oregon Budget Local Budget Law, a Supplemental Budget is required to appropriate increased resources within a fund (except for gifts, grants, and donations), or if total budget amendments in a fund exceed 15% of the existing appropriations. - Supplemental Budgets which include changes greater than 10% in any fund must be - advertised and must be approved by the Budget Committee prior to adoption by the City Council. Supplemental Budgets of less than 10% of a fund may be adopted by the Council without Budget Committee action, but must be advertised in advance of approval. If at least - ten taxpayers make a written request within ten days of the notice, the Council must refer - the Supplemental Budget to the Budget Committee prior to consideration and action. - Reader's Guide Page 17 City of Tigard 2008-2009 Fiscal Year Annual Budget - Basis of Budgeting The basis of budgeting is largely the same as the basis of accounting with a few exceptions. - Budgets are prepared in accordance with the modified accrual basis of accounting for Governmental Fund Types. Proprietary Fund Type budgets follow the accrual basis of accounting, with the exception that depreciation is not shown as a budgetary expense. Proprietary funds also accrue compensated absences when incurred and become a fund - liability. In the Governmental Funds, compensated absences are paid from current resources and are reported as an expenditure in the year they are paid. Activities of the general fund, special revenue funds, debt service funds, capital improvement - funds, enterprise funds, and internal service funds are included in the annual appropriated budget. Annual appropriations lapse at the end of each fiscal year Qune 30). The level of budgetary control (that is, the level at which expenditures cannot legally exceed the appropriated amount), is established at the program level within each individual fund. The - City maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Reader's Guide Page 18 - City of Tigard - 2008-2009 Fiscal Year Annual Budget Fund Structure The City of Tigard uses various funds to account for its revenues and expenditures. A fund is - defined as a fiscal and accounting entity with a self-balancing set of accounts. Also, funds are - categorized by fund type as defined by generally accepted accounting principles (GAAP) and Oregon Budget Law. - The revenues in each fund may be spent only for the purpose specified by the fund. For example, - the revenues in the Water Fund may be used only for purposes related to water operations. However, the General Fund is the primary exception to this rule. The General Fund is used to account for general-purpose revenues and operations of the City. Most of the traditional, core - operations of the City (i.e. Police, Library, Parks, Planning, and Mayor and Council) are budgeted in - this fund. In FY 2008-09, the City will use the following funds: - General General Fund Enterprise - Sanitary Sewer Fund Water CIP Fund Stormwater Fund Water Quality/Quantity Fund Water Fund Water SDC - Special Revenue Building Fund Street Maintenance Fee Fund City Gas Tax Traffic Impact Fee Fund Criminal Forfeiture Fund Underground Utility Fund - Electrical Inspection Urban Services Fund Gas Tax Fund Urban Services /Traffic Impact Insurance Fund Fee Fund Parks SDC Tree Replacement Fund Trust Fund Debt Service Bancroft Debt Services Fund - General Obligation Debt Service Fund Capital Projects Facility Fund Tigard Triangle LID #1 Fund - Parks Capital Fund Internal Service Central Services Fund - Fleet/Property Management Fund - Reader's Guide Page 19 City of Tigard 2008-2009 Fiscal Year Annual Budget - Fund Structure A Summary of All Funds is provided in the Budget Summary Section to show a summary of each of the funds resources and requirements as budgeted and more detailed breakdown is shown in the - Fund Summaries Section. Resources include beginning fund balances, current revenues, and . transfers in from other funds. Requirements include operating expenditures, debt service, loans, capital improvements, transfers out to other funds, contingencies, and ending fund balances or reserves. The FY 2008-09 Adopted Budget is considered a balanced budget as total resources are - equal to total requirements in each fund. - Reader's Guide Page 20 - City of Tigard - 2008-2009 Fiscal Year Annual Budget Program Budget Structure I~ - The City adopts and manages its budget by program. Each fund shows the budgeted amount for . the programs within that fund. Each program is an aggregation of budget units that are similar in nature or function. The City has established the following program structure. - Program - Department/Function Division/Budget Unit - Community Services - Police Administration Operations - Support Services LibLW Administration Readers' Services - Technical Services - Circulation Social Services/ Community Events Social Services Community Events Public Works Public Works Administration - Parks and Grounds Sanitary Sewer Stormwater Street Maintenance - Fleet Maintenance - Property Management Water - Community Development Community Development Administration - Building Inspection • Current Planning Long Range Planning Capital Construction . Transportation . Development Engineering Street Lights & Signals Downtown Redevelopment - Reader's Guide Page 21 City of Tigard 2008-2009 Fiscal Year Annual Budget - Program Budget Structure - City Administration City Administration - City Management - Human Resources Risk Management Office Services - Municipal Court - City Recorder/Records Financial and Information Services Administration Financial Operations - Utility Billing Information Technology Policy and Legislation - Mayor and Council Mayor and Council General Government - Non-Departmental Urban Services A break down of each of these programs, departments, and budget units' expenditures can be found - in the individual program sections. In addition to the six operating programs, Debt Service, Loans to the City Center Development Agency, Capital Improvement, Transfers, and Contingency provide the following functions: - • Debt Service includes appropriations for interest and principal on all types for debt, i.e. general obligation, Bancroft, loans, and short term debt for construction projects. • Loans to the City Center Development Agency (CCDA), the City's urban renewal district, are i for catalyst projects in the downtown plan. As the urban renewal district generates more tax - increment financing revenues in the future, it will be able to finance its own projects. Until then, the City may loan monies to the CCDA, which will be repaid as outlined in the intergovernmental agreement between the two entities. - • Capital Improvement includes appropriations for all major construction project expenditures. Capital improvement projects are included in the long range plan for City facilities and infrastructure. - • Transfers will be made between funds when the revenue is received in one fund for an - expense that occurs in another fund or when City functions have more than one funding source. Another primary reason for transfers is for a fund to pay for services provided by another fund. - Reader's Guide Page 22 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Program Budget Structure • Contingency includes allowance for unforeseen needs that have not been planned for in the current budget and some reserves. Contingency can only be accessed by City Council - resolution. - Reader's Guide Page 23 Gd 9 d n ~ b ~ ~ a' b ~ ~ o o ~ ~ ~ U' o o ~ o ~ O~ ~ ~p ~ rt ~ ~ psi ~ n ~ ~ ~j' fF,~ • y ~ `G u~i C~/~ ~ ~ ~ 4 ~ 'LJ M ~ N a ~ G ~ ~ o' ~ a ~ R° N ~ ~ H p c9 v, ~ ` < < Building t ` ~ t Electrical Inspection ~ ` t ~ t ` ` t ~ t t t t ~ General t < < < t Gas Tax Street Maintenance ~ Fee ~ t ~ t < < Sanitary Sewer t ~ t t ` Stormwater ~ bd ~ t t raffic Impact Fee Urb. Serv. -Traffic ~5~ t < < 4 Impact Fee H t t ~ t ater ater t ~ t Quality/Quantity rban Services o~ N A Urban Services TIF CO) r q O co th y o p a n a~ H a n• is cr. C~ o o p cr. o W y t t < < < t Building t t t t < < Electrical Inspection t t < < < t t < < t < < t t General < < t t < < t < < t Gas Tax Street Maintenance t t t Fee O ITI < All < < < < < t t t Sanitary Sewer I < < < All < < All t t Stormwater b0 tz < < < < < < < < < < rImpact Fee G t t t ` ` A\ lUrb. Serv. -Traffic H Impact Fee < < < < < < t < < Fater y rua~rty/Qantity ty Urban Services r1o N Erban Services TIF City of Tigard 2008-2009 Fiscal Year Annual Budget - City Information Form of Government: - The City of Tigard was incorporated in 1961. An elected Mayor and four Council members who comprise the City Council govern the City of - Tigard. The City's Charter establishes a Mayor/Council form of government. - Members of the City Council are elected at large to serve four-year terms. The Mayor presides at Council meetings and is elected at-large for a four-year term. Together, 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 Manager, who acts as the administrative head of the City government. The City Manager 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. Services Provided: Community Services Community DeveloFment General Government - Police CD Administration Urban Services Library Building Inspection Social Services & Current Planning - Community Events Long Range Planning - Capital Construction & Transportation Development Engineering Street Lights & Signals Downtown Redevelopment - City Administration Policy & Legislation Public Works City Management Mayor & City Council PW Administration Human Resources Parks & Grounds - Risk Management Sanitary Sewer - Office Services Stormwater Municipal Court Street Maintenance City Recorder/Records Fleet Maintenance Property Management - Financial & Information Services Water - Finance Administration Financial Operations Utility Billing Information Technology - Reader's Guide Page 26 City of Tigard - 2008-2009 Fiscal Year Annual Budget - City Information Population Facts: Age of Tigard Residents, 2000 Population by year: 10000 2008 46,715 8,276 2007 46,400 8000 - 2006 46,300 y 6 0 5,864 2005 45,500 6000 2004 44,650 0 3,574 2003 44,070 4000 2 - 2 1990 27,050 2000 5 . 1980 14,286 563 1970 6,499 0- 1960 347 5 t5 t5 t5 5 5 5 5 a - t ~q~ ry~9 hag O.b 1s 0 O°aG y~o ryo~O ~O h~10 h~`o hh~O b 43 - ~5 • Population - Estimated Population 200 46,715 Median Age 2000 34.5 ears old 2.48 persons per - Average Household Size 2000 unit Median Household Income 1999 $51,581 • Number of Housing Units 2000 17,369 - Number of Occupied Units 16,507 - Owner Occupancy Rate 2000 58.3% Diversity, 2000 Census Data - Hispanic or Latino (of any race) 3,686 8.9% - One race 39,986 97.0% - White 35,195 85.4% - Black or African American 468 1.1% American Indian/Alaskan 253 0.6% Indian - Asian 2,298 5.6% - Native Hawaiian + Other Pacific 220 0.5% Islander - Some other race 1,552 3.8% Two or more races 1,237 3.0% - Reader's Guide Page 27 City of Tigard 2008-2009 Fiscal Year Annual Budget - City Information Physical /Geographic Facts: The incorporated area of the City is 11.8 square miles or 7,556 acres. The City maintains 14 parks - totaling over 181.25 acres and an additional 202.4 acres of areas considered greenways where development cannot occur. Tigard Land Uses - 2008 Tigard Facts Land Use Acres Percentage Square Miles 11.81 Commercial 799 10.6% County Washington Tigard- - Industrial 863 11.5% School District Tualatin * Mixed-Use 700 9.3% Annual Average Rainfall 37.4 inches , Residential 5,194 68.6% Average Dail Temperature - an 34 Total 7,556 100% Average Dail Temperature - July 79 Highest Elevation - Bull Moutain Land use area is based on current zoning districts. Summit 713 ft . Lowest Elevation - Cook Park - Source: Tigard MAGIC/GIS Department, March 2006 Riverfront 104 ft - *Scholls Ferry area served b Beaverton District Economic Facts: - Tigard's location in the Portland metropolitan area provides citizens with many diverse employment opportunities. The unemployment rate in the Portland metropolitan area averaged 4.9% during the year 2007, representing a decrease of 9.0% from the previous year. The Portland metropolitan area - still has unemployment rates greater than the national average, which was 4.7% at the end of November 2007. Value added through new construction and alterations continues to increase assessed value. Almost - 70 percent of land within the City is planned to accommodate residential use, ranging from low density single family homes to high density multi-family dwellings. The City tracks buildable lands through a yearly inventory process. At the end of 2007, less than 10 percent of land within the City was considered buildable. - Reader's Guide Page 28 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - City Information - Top Ten Employers in 2008: Employer # of Employees - HSBC Card Services. 1,116 Tigard-Tualatin School District 779 Macy's 704 - Nordstrom 461 - Oregon Public Employees Retirement 396 Providence Health System 377 Costco Wholesale Corporation 300 - City of Tigard 283 - Rockwell Collins Inc. 264 The Cheesecake Factory 250 I, - Top Ten Taxpayers in 2007-08- Type of Business Percent of Total Assessed Valuation - Pacific Realty Associates 3.65% Sprint Nextel Corp. 2.67% Washington Square LLC 2.34% - Lincoln Center LLC. 1.68% - Verizon Northwest Inc 1.15% Walton CWOR Park LLC 0.76% Portland General Electric 0.63% - Northwest Natural Gas 0.56% - Robinson, Constance 0.50% Nesbitt Portland Property LLC 0.46% Economic Data - Number of Businesses, 2008 3,361 • Home-based Businesses 722 - Jobs (1997 Economic Census estimate 28,233 - Primary Economic Sector (receipts /sales Wholesale Trade - $2.51310 per - Permanent Tag Rate $1,000 of assessed value Total Assessed Value 2006 $4,572,357,820 - Reader's Guide Page 29 gas city 5L131~39.4 - yry aura f, ltg t i tis _ptanL'tL mc~~1 Ae~b 'F f' q1 .~.:::•°S. pAtY C:oM^ ~ Ci' ' ~t -•M+ ;A rA+r NOA SSi poll" Path x,01 Poll ~T't ~"J glut £ { -Aar a 3'TOW , C~tne swill" i~ fr ~ pip f' C, M - z , ~ t rnrMplA~ ~ , i tt$$~9 • • • BUDGET SUMMARY • • • Where the mane`' comes from 31 • Where the money goes 32 • fund Balance 36 Summary of All funds . Summary of Contingenct 44 Operating Budget Summary 46 Comprehensive Long Term' Financial Forecast 4 i • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • ~1 i ~ 1 • • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget Where The Money Comes From... • • Resources to meet the City of Tigard's • obligations and service needs are derived from Beginning • three primary sources: beginning fund Transfers Fund Balance • balance, current revenues, and fund transfers. 9% r35% Beginning fund balance consists of revenues _ • carried forward from previous fiscal years, • including reserves for specific purposes (e.g., • debt reserves and capital improvements) and monies used for cash flow. Current revenues • are those earned from City operations or taxes ` f r • collected during the fiscal year. The principal current • sources of current revenues are utility fees and Revenues charges; property taxes; and building and 56% Total Resources $122,102,620 • development fees and charges. The third • source is a transfer between funds. Transfers • are used to pay for either direct or indirect costs between funds. • Current Revenues $68,697,672 Resources • Beginning Fund Balance $ 42,300,074 • Current Revenues Other • Revenues Property Taxes Property Taxes $ 12,616,329 33%1 18% • \ Grants $ 1,229,602 • -Grants Interagency Revenues $ 7,752,186 Fees & Charges $ 17,734,511 • Franchise & Business Tax $ 4,286,183 • I Fines & Forfeitures $ 938,030 • Interest Interest Earnings $ 1,523,695 Earnings Other Revenues $ 22,617,136 Subtotal Current Revenues $ 68,697,672 Fines &J t Forfeitures =000 • 2% r Fees & Charges Interagency Indirect Charges $ 8,100,663 • Franchise & 26% Revenues Fund Transfers $ 3,004,211 Business Tax 11% • 6% Total Resources $122,102,620 • • • • • • • • Budget Summary Page 31 • • City of Tigard - 2008-2009 Fiscal Year Annual Budget - Where the money goes... City budgetary requirements fall into three primary categories: total requirements, total appropriations, and - program expenditures (or operating expenditures). Total requirements consist of all funds appropriated for - use during the fiscal year plus ending fund balances, which are not appropriated and cannot be used. Ending fund balances are reserved for use in future fiscal years. Total appropriations consist of funds available for use during the fiscal year and include program expenditures, debt service, capital - improvements, transfers, and contingencies. Program expenditures reflect the ongoing operating budget for - the delivery of services. The following charts provide information about each of these major categories. T.U] - _.kppzopriations Requirements 7as~ Current Expenditures - 1r Operating Budget $ 43,452,088 - Debt Service $ 1,546,344 - Loan to CCDA $ 380,000 Captial Improvements $ 29,428,593 Contingency $ 4,805,050 Subtotal Current Expenditures $ 79,612,075 - sndiagF=d Indirect Charges $ 8,100,395 - silan« 26% Fund Transfers $ 3,004,211 - Total Requirements $122,102,620 Ending Fund Balance $ 31,385,938 Total Requirements $ 122,102,620 The total requirements of the FY 2008-09 City budget total $122,102,620. Of that amount, 74% is actually appropriated for use during the fiscal year. The remaining 26% is ending fund balances. These balances - cannot be used during the fiscal year and are reserved for future requirements and cash flow. Budget Summary Page 32 - • • • • • City of Tigard 2008-2009 Fiscal Year Annual Budget • There the money goes... • • Total Appropriations $90,716,681 • Indirect Charges rFund Transfers • 9% / _ 3 /0 11 Program Contingency Expenditures • 5% 48% CON& • r'` • • Captial Improvements • 33% Loan to CCDA J Debt Senicc • 0% 2% • Total appropriations of $90,716,681 consist of several subcategories of use. Of dais amount, Program • Expenditures account for 48% of the total. Program Expenditures make up the City's operating budget. • Appropriations are also established for debt service, loans to the City Center Development Agency, capital - improvements, transfers between funds, and contingencies. Debt service accounts for 2% of total City • appropriations and pays principal and interest on outstanding assessment bonds, loans, and voter-approved General Obligation bonds. Loans to the City Center Development Agency make up less than 1% of appropriations. - Capital improvements account for 33% of total appropriations and consist of major construction or • acquisition projects that add to or extend the life of major City facilities and assets. Transfers between • funds and Indirect Charges combine to total roughly 12% of appropriations. Money is transferred between • funds to share resources or to pay expenses incurred in one fund that also benefit the program in one or • more additional funds. Contingencies account for 5% of total appropriations and are used to pay for unexpected expenses. No money may be spent directly out of a contingency account; if needed, money • must be transferred from contingency to another expenditure category by resolution of the City Council. • • • • • • • • • • • • • Budget Summary Page 33 • • City of Tigard - 2008-2009 Fiscal Year Annual Budget - Where the money goes... Program expenditures are the operating budget of the City. Program expenditures pay for the day-to-day - costs of running the City and providing services to citizens. This is the heart of the City budget. Program - expenditures may be looked at from several different perspectives. Each perspective provides a different view of the use of these dollars. The following charts show three different perspectives of Program expenditures. - Program Expenditures - Total Operating Budget by Program $43,452,088 City Admiiustration Community - 15% Development - Policy & Legislation 16% '~r 1°io Public Works - General 30% Government-/ 2% - Commun y - - semices 36% - Program Expenditures by Program shows the major functional areas that make up the total City operating - budget. The largest functional areas within the operating budget are the Community Services (36%) and Public Works Program (30%). The Community Services Program consists of Police services, Library services, and City grants to social service agencies and community events. The Public Works Program area consists of services that operate and maintain the City's infrastructure (streets, water system, parks and - grounds, sanitary sewer, stormwater, fleet maintenance, and City facilities). The Community Development Program accounts for 16% of the total operating budget. This program area includes building permits and inspections, land use planning, and engineering services. The City Administration Program accounts for - 15% of the total operating budget. This program area includes the central City administrative functions, - Finance, and Information Technology. Another way of looking at the City's program expenditures is by department. This view reflects the - administrative structure of the City. The largest City department is Public Works with 30% of the budget. - Public Works is followed by Police with 27%, Community Development with 16%, Library with 9%, City Administration with 8%, Financial and Information Services 7%, and the Mayor & City Council at right at - 1%. Budget Summary Page 34 - • City of Tigard 2008-2009 Fiscal Year Annual Budget Where the ,;Honey goes... - Program Expenditures Total Operating Budget by Department $43,452,088 - Community Development Public works 16% Financial & Info Svcs ° 7% Social Svcs & Corn / - Fvents r - f 0% City Administration 8% l - General Library ~ k I ~GOVemment - 9% 2% Police Mayor & Council - 27°.° 1"0 - Finally, the third way to view the Program Expenditures is by major object category. Roughly 59% of the - operating budget is for Personal Services - the salaries and benefits for staff who are actually operating the programs and providing services to the public. Materials and Services, supplies, professional services, small equipment and tools, etc., account for 34% of the operating budget. Finally, Capital Outlay (purchases of • equipment or vehicles) necessary to running programs and providing services accounts for 7% of the - operating budget. - Program Expenditures Total Operating Budget by Category - $43,452,088 Materials & Services - 34% Personal Services 59°'" 4 Capital Outlay 7% - Budget Summan' Page 35 City of Tigard - 2008-2009 Fiscal Year Annual Budget - Fund Balance Beginning Fund Balances $42,300,074 General Fund Enterprise Funds - 25% r 43% I Other Funds---_, - 11% - t Capital Project Funds r_ tr 4% - TTF Funds ' - 60,16 C;acTaxFi.tnds_ Debt Funds Development Funds S% 4% 2% - The General Fund beginning fund balance is projected to be $10,308,127. Fund revenues are primarily - from property taxes, fees and charges for services, franchise fees, and revenue from other agencies. These - revenues fund a variety of services provided to the community such as Police protection, Library, Parks and Grounds, Planning, Municipal Court, and City Council. A beginning fund balance is maintained to provide cash flow for specific operations until current year revenues are received. In addition, the fund balance - provides funding stability to meet the City's needs projected in the Five Year Financial Forecast. - The largest portion of the beginning fund balances is made up of $18.20 million in the enterprise funds. These funds are dedicated to the operation, maintenance, and capital investment of the City's sanitary sewer, - stormwater, and drinking water systems. - In the two capital project funds, the fund balance of $1.72 million is from the Facility Fund and Parks Capital Fund. - The two Traffic Impact Fee (TIF) Funds are projected to have a combined beginning fund balance of $2.62 million. The TIF is a charge on new development assessed by Washington County, but is collected by cities. The revenues may only be used for highway/road and transit capital improvements which provide - additional capacity to major transportation systems and to pay the costs of administering the program. - Included in the Development Funds of Building and Electrical Inspection are revenues from permit and other building fees. The combined estimated beginning fund balance of $1.67 milli on is dedicated primarily - to the activities in the Building Inspection Division of the Community Development Department. The - City's goal is to maintain an operating reserve in these funds to protect against fluctuations in building activity. The fund balances hold that reserve. The City of Tigard has two debt funds, General Obligation Debt Service Fund and Bancroft Bond Debt Service Fund. The beginning fund balances of just under $1 million are specifically dedicated to the retirement of both types of debt outstanding. However, the majority of this fund balance comes from assessment payments made by property owners from local improvement districts (LID). - Budget Summary Page 36 - City of Tigard 2008-2009 Fiscal Year Annual Budget • Fund Balance - It is projected that the Gas Tax Funds will have a beginning fund balance of $2.26 million combined. The - primary revenue for the Gas Tax Fund is from a tax on motor vehicle fuel imposed by Washington County and the State of Oregon. These revenues are then shared with local governments for the operation, maintenance, and construction of public roads and streets. The City Gas Tax Fund was created to account - for a local fuel tax imposed by the City, which went into effect in April 2007. These revenues will be - dedicated to a specific capital street project, the Greenburg Road/Highway 99W intersection. In the other remaining funds, the beginning fund balance is projected to be $4.61 million. This includes a variety of types of funds which have specific requirements associated with the use of the revenues received. - These include the Criminal Forfeiture Fund, Parks SDC Fund, Underground Utility Fund, Insurance Fund, Street Maintenance Fee Fund, Central Services Fund, Fleet/Property Management Fund, Tree Replacement Fund, and Trust Fund. ~ II ~ I - Budget Summary Page 37 City of Tigard 2008-2009 Summary of all Funds 100 500 510 530 860 - General Fund Sanitary Sewer Stormwater Fund Water Fund Water CIP Fund Fund RESOURCES - Beginning Fund Balance 10,308,127 9,241,212 1,669,368 2,812,606 2,511,910 - Revenues - Total Property Taxes 11,626,766 Total Grants 293,286 Total Interagency Revenues 4,828,686 - Total Fees and Charges 1,773,190 1,608,635 1,589,700 8,258,744 250,000 - Total Fines and Forfeitures 938,030 Total Franchise Fees 4,286,183 - Total Interest and Rental Earnin 306,150 219,178 15,500 76,100 220,000 - Total Other Revenues 34,000 j 18,000,000 Total Revenue 24,086,291 1,827,813 1,605,200 8,334,844 18,470,000 - Total Other Revenues 832,119 Total Transfers In 1,251,669 TOTAL RESOURCES 36,478,206 .11,069,025 3,274,568 11,147,450 20,981,910 REQUIREMENTS - Program Expenditures - Policy and Legislation 257,536 - City Administration 388,063 - Community Development 4,291,631 Community Services 15,774,124 - Public Works 3,749,717 763,969 1,188,639 6,119,263 - Total Expenditures 24,461,071 763,969 1,188,639 6,119,263 - Indirect Expense Allocations 4,979,639 304,563 417,344 1,419,653 - Debt Service Loans to CCDA 380,000 - Capital Outlay 910,845 1,565,000 685,000 476,700 10,541,579 Contingency 1,000,000 370,000 300,000 1,581,150 Transfers Out to Other Funds 975,000 - Total Budget 32,706,558 3,003,532 2,590,981 8,015,614 12,122,729 - Ending Fund Balance 3,771,647 8,065,492 683,586 3,131,835 8,859,181 TOTAL REQUIREMENTS 36,478,206 11,069,025 3,274,568 11,147,450 20,981,910 Budget Summary Page 38 - City of Tigard 2008-2009 Summary of all Funds - 840 850 245 825 235 Water Water SDC Fund Building Fund City Gas Tax Criminal Quality/Quantity Fund Forfeiture Fund - Fund - RESOURCES Beginning Fund Balance 1,972,842 1,618 1,499,751 381,250 8,435 Revenues - Total Property Taxes - Total Grants Total Interagency Revenues 710,000 Total Fees and Charges 32,500 250,000 1,443,469 - Total Fines and Forfeitures - Total Franchise Fees Total Interest and Rental Earnin 51,250 4,000 40,000 58,750 6,517 . Total Other Revenues 500 Total Revenue 83,750 254,000 1,483,969 768,750 6,517 - Total Other Revenues - Total Transfers In 173,542 - TOTAL RESOURCES 2,056,592 255,618 3,157,262 1,150,000 14,952 - REQUIREMENTS - Program Expenditures Policy and Legislation City Administration - Community Development 1,984,027 Community Services Public Works Total Expenditures 1,984,027 Indirect Expense Allocations 25,736 636,907 - Debt Service Loans to CCDA Capital Outlay 640,000 165,000 1,150,000 - Contingency 100,000 390,000 Transfers Out to Other Funds 10,000 - Total Budget 765,736 165,000 3,010,932 1,150,000 10,000 - Ending Fund Balance 1,290,856 90,618 146,329 4,952 - TOTAL REQUIREMENTS 2,056,592 255,618 3,157,262 1,150,000 14,952 - Budget Summary Page 39 City of Tigard 2008-2009 Summary of all Funds 220 200 240 820 835 - Electrical Gas Tax Fund Insurance Fund Parks SDC Fund Street Inspection Fund Maintenance Fund RESOURCES - Beginning Fund Balance 88,187 1,884,139 749,997 1,802,715 179,394 - Revenues Total Property Taxes Total Grants 526,296 - Total Interagency Revenues 2,213,500 - Total Fees and Charges 207,273 23,000 800,000 798,000 Total Fines and Forfeitures Total Franchise Fees - Total Interest and Rental Earnin 3,750 36,000 23,350 57,586 • Total Other Revenues 1,130,000 30,000 Total Revenue 211,023 3,928,796 53,350 857,586 798,000 - Total Other Revenues Total Transfers In 155,500 TOTAL RESOURCES 299,210 5,968,435 803,347 2,660,301 977,394 REQUIREMENTS Program Expenditures Policy and Legislation - City Administration - Community Development 532,265 Community Services - Public Works - Total Expenditures 532,265 - Indirect Expense Allocations 180,445 39,799 Debt Service Loans to CCDA - Capital Outlay 3,357,296 1,704,885 810,511 Contingency 26,900 640,000 127,000 Total Budget 26,900 4,710,005 1,704,885 977,309 Ending Fund Balance 272,310 1,258,429 803,347 955,416 84 TOTAL REQUIREMENTS 299,210 5,968,435 803,347 2,660,301 977,394 - Budget Sununaxy Page 40 - City of Tigard 2008-2009 Summary of all Funds - 805 260 980 810 255 Traffic Impact Tree Replacement Trust Fund Underground Urban Services Fee Fund Fund Utility Fund Fund • RESOURCES - Beginning Fund Balance 1,955,970 488,848 78,870 Revenues Total Property Taxes - Total Grants • Total Interagency Revenues Total Fees and Charges 620,000 70,000 Total Fines and Forfeitures - Total Franchise Fees - Total Interest and Rental Earnin 125,000 14,580 16,000 Total Other Revenues Total Revenue 745,000 84,580 16,000 Total Other Revenues - Total Transfers In 575,000 448,500 TOTAL RESOURCES 2,700,970 575,000 448,500 573,428 94,870 REQUIREMENTS Program Expenditures - Policy and Legislation City Administration Community Development - Community Services Public Works General Government 94,870 Total Expenditures 94,870 Indirect Expense Allocations 96,309 - Debt Service Loans to CCDA Capital Outlay 2,365,000 45,000 448,500 300,000 - Contingency 45,000 Transfers Out to Other Funds - Total Budget 2,461,309 45,000 448,500 345,000 94,870 - Ending Fund Balance 239,661 530,000 228,428 - TOTAL REQUIREMENTS 2,700,970 575,000 448,500 573,428 94,870 - Budget Summary Page 41 City of Tigard 2008-2009 Summary of all Funds 250 830 815 340 400 - Urban Services Facilities Fund Parks Capital Tigard Triangle Central Services TIF Fund Fund LID #1 Fund Fund RESOURCES - Beginning Fund Balance 667,405 667,424 1,057,535 1,162,098 - Revenues Total Property Taxes Total Grants 410,020 - Total Interagency Revenues - Total Fees and Charges 10,000 - Total Fines and Forfeitures Total Franchise Fees - Total Interest and Rental Eamin 82,595 9,000 20,000 y 35,000 - Total Other Revenues 843,518 2,455,500 Total Revenue 82,595 9,000 1,273,538 2,455,500 45,000 - Total Other Revenues 5,814,973 Total Transfers In 400,000 - TOTAL RESOURCES 750,000 1,076,424 2,331,073 2,455,500 7,022,071 REQUIREMENTS Program Expenditures Policy and Legislation - City Administration 6,104,413 - Community Development Community Services - Public Works - General Government 750,000 Total Expenditures 750,000 6,104,413 Indirect Expense Allocations Debt Service 278,053 100,000 - Loans to CCDA Capital Outlay 569,321 1,493,956 2,200,000 Contingency 50,000 - Total Budget 750,000 619,321 1,772,009 2,300,000 6,104,413 . Ending Fund Balance 457,103 559,064 155,500 917,658 - TOTAL REQUIREMENTS 750,000 1,076,424 2,331,073 2,455,500 7,022,071 Budget Summazg Page 42 - City of Tigard 2008-2009 Summary of all Funds 450 330 311 700 Fleet/Property Wall Street LID Bancroft Bonds General Total • Management Fund Debt Service Obligation Debt of all Funds Fund Srvc RESOURCES - Beginning Fund Balance 117,273 675,211 317,889 42,300,074 - Revenues - Total Property Taxes 989,563 12,616,329 Total Grants 1,229,602 Total Interagency Revenues 7,752,186 - Total Fees and Charges 17,734,511 - Total Fines and Forfeitures 938,030 Total Franchise Fees 4,286,183 Total Interest and Rental Earnin 1,450 95,689 6,250 1,523,695 - Total Other Revenues 123,618 22,617,136 - Total Revenue 1,450 219,307 995,813 68,697,672 - Total Other Revenues 1,453,571 8,100,663 Total Transfers In 3,004,211 - TOTAL RESOURCES 1,572,294 894,518 1,313,702 122,102,620 = REQUIREMENTS Program Expenditures - Policy and Legislation 257,536 - City Administration 6,492,476 Community Development 6,807,923 - Community Services 15,774,124 - Public Works 1,453,571 13,275,159 General Government 844,870 Total Expenditures 1,453,571 43,452,088 Indirect Expense Allocations 8,100,395 - Debt Service 193,378 974,913 1,546,344 Loans to CCDA 380,000 Capital Outlay 29,428,593 - Contingency 29,000 146,000 4,805,050 Transfers Out to Other Funds 3,004,211 - Total Budget 1,453,571 222,378 1,120,913 90,716,681 - Ending Fund Balance 118,722 672,140 192,789 31,385,938 - TOTAL REQUIREMENTS 1,572,294 894,518 1,313,702 122,102,620 - Budget Sun many Page 43 City of Tigard 2008-2009 Fiscal Year Annual Budget - Summary of Contingency The FY 2008-09 budget includes contingency appropriations for most operating funds. These are - included in the budget to ensure that funds are available for unforeseen events and to build a - cushion into revenue estimates. In accordance with Oregon Local Budget Law the amount of contingency for any given fund may not exceed 15% of total fund appropriations. Contingencies may not be spent directly. Rather if additional funds are needed for unforeseen expenditures they must first be transferred to a program expenditure by resolution of the City Council. All remaining contingency balances at fiscal year end become part of the ending fund balance. i Budget Summary Page 44 City of Tigard - 2008-2009 Fiscal Year Annual Budget Summary of Contingencies by Fund - Revised Revised Proposed Approved Adopted 2006-07 2007-08 2008-09 2008-09 2008-09 - General Fund 1,000,000 574,777 1,000,000 1,000,000 1,000,000 Gas Tax Fund 177,500 404,088 640,000 640,000 640,000 - Electrical Inspection Fund 48,000 57,500 26,900 26,900 26,900 Building Fund 270,300 350,000 390,000 390,000 390,000 Urban Services TIF Fund 26,000 - Urban Services Fund 50,000 Bancroft Bonds Debt Service 29,000 29,000 29,000 Tigard Triangle LID #1 Fund 45,000 - Central Services Fund 738,500 483,560 Fleet/Property Management Fund 95,000 80,000 } - Sanitary Sewer Fund 348,401 600,000 370,000 370,000 370,000 - Stormwater Fund 100,000 175,000 300,000 300,000 300,000 Water Fund 590,000 700,000 - General Obligation Debt Srvc 146,000 146,000 146,000 - Traffic Impact Fee Fund 217,500 140,000 Underground Utility Fund 30,000 45,000 45,000 45,000 - Parks Capital Fund 97,000 500,000 City Gas Tax Fund 75,000 Facilities Fund 260,000 296,170 80,800 50,000 50,000 - Street Maintenance Fund 80,000 80,000 127,000 127,000 127,000 Water Quality/Quantity Fund 28,776 90,000 100,000 100,000 100,000 Water SDC Fund 91,250 37,000 - Water CIP Fund 886,500 135,250 1,581,150 1,581,150 1,581,150 - Total Contingency 5,149,727 4,808,345 4,835,850 4,805,050 4,805,050 • Budget Surrunary Page 45 • City of Tigard Operating Budget Summary - Expenditures by Category, Program and Department Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Budget by Category - Personal Services 19,650,111 20,386,538 24,416,183 25,750,001 25,795,249 25,795,249 - Materials and Services 10,629,113 9,920,275 14,307,233 14,638,697 14,666,797 14,666,797 Capital Outlay 469,971 996,219 1,173,134 2,854,042 2,990,042 2,990,042 - Total by Category 30,749,195 31,303,032 39,896,550 43,242,740 43,452,088 43,452,088 - Budget by Program Policy and Legislation 137,423 123,052 159,480 211,188 257,536 257,536 - City Administration 4,085,918 4,335,582 5,124,770 6,492,476 6,492,476 6,492,476 Community Development 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 Community Services 11,377,116 11,918,361 14,519,170 15,733,524 15,774,124 15,774,124 - Public Works 9,954,468 9,728,982 11,853,134 13,205,799 13,275,159 13,275,159 General Government 484,836 424,272 2,560,862 844,870 844,870 844,870 Total by Program 30,749,195 31,303,032 39,896,550 43,242,740 43,452,088 43,452,088 Budget by Department Mayor and Council 137,423 123,052 159,480 211,188 257,536 257,536 City Administration 2,107,180 2,215,205 2,725,810 3,297,133 3,297,133 3,297,133 - Financial & Information Servic 1,978,738 2,120,377 2,398,960 3,195,343 3,195,343 3,195,343 Community Development 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 Police 8,805,357 9,217,298 10,857,451 11,682,056 11,695,656 11,695,656 - Library 2,412,169 2,537,108 3,477,260 3,857,318 3,859,318 3,859,318 Social Service/Community Event 159,590 163,955 184,459 194,150 219,150 219,150 - Public Works 9,954,468 9,728,982 11,853,134 13,205,799 13,275,159 13,275,159 - General Government 484,836 424,272 2,560,862 844,870 844,870 844,870 Total by Department 30,749,195 31,303,032 39,896,550 43,242,740 43,452,088 43,452,088 Number of Positions 267.70 271.70 289.55 296.05 296.05 296.05 Budget Summary Page 46 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast The City of Tigard has developed a comprehensive long term financial forecast every year • since the 1980's. This forecast allows the City to project expected revenues and - expenditures for each of its funds to help anticipate financial requirements. This tool continues to be central to Tigard's financial management strategy. By forecasting and anticipating financial trends, Tigard can develop strategies to respond to emerging financial - trends. The City forecasts operating and capital fund revenues and expenditures over a five year period. The forecast is adjusted as each year's final results are known and as new years are - budgeted. As a result of these forecasting efforts and a projected decline in General Fund - balances over the next few years, the City has taken steps to reduce and/or maintain expenditures and seek alternative revenue sources. Staff also continues to revise current fees and charges based on cost recovery and construction cost indexes. - There are some significant financial issues facing the City over the next five years, particularly in relation to the City's capital improvement needs. The City has identified about $155 million in needed capital projects, but does not have the resources to implement - a majority of them. The following charts do not include the needed projects that do not - have funding source. The reason for this is because almost all the funds would show large negative fund balances, which is not realistic or practical. City staff will continue to prioritize the needed capital projects, seek alternative revenue sources, and develop financing - strategies to construct as many of the needed capital projects as possible. - Budget Summary Page 47 City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast - General Fund City of Tigard - FY 2009-13 Financial Forecast General Fund Projected Fund Balance ~ $10,000,000 - - - $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000-- T - $3,000,000 - $2,000,000 - $1,000,000 $0 i _000.000) FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 FY 2009-10 FY 2010.11 FY 2011-12 FY 2012-13 - Actual Actual Estimated Budgeted Forecast Forecast Forecast Forecast - Actual/Estimated -*-Forecasted Adjusted - Reserve - The General Fund is unique in that, unlike the City's other funds, it is unrestricted in nature and can therefore be used for any valid purpose to provide government services. Because these funds are unrestricted there are also great demands for these resources to - fund projects and programs for which other, restricted monies are insufficient or - unavailable. It is therefore critical that these funds be used judiciously and a sufficient reserve balance be maintained for unforeseen expenditures. For several years the City has been projecting a declining General Fund balance, yet - fortunately this has not materialized. There are several reasons for this. Careful - budgeting, cost controls, and prudent management have played a key role in - forestalling this decline. Also, the budget reflects expenditures in full when in fact the City never spends 100% of its appropriations because there are always savings due to personnel vacancies and related equipment and other costs. A third reason is that the forecasted expenditures include new positions and other - costs deemed necessary by staff to maintain and possibly even increase the current level of services provided to Tigard's residents. This is important to note because the City has not yet committed to these new positions and expenditures and can therefore avoid Bu lgct Summary Vagc 48 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast them as necessary. In future periods it will be very important to carefully weigh the long-term effects of these options before they are approved. - The "As Forecasted" line in the graph above represents the projected General Fund - balance if all requests for new positions and new programs in future years were approved. As this clearly demonstrates, the City cannot afford to fund all of these. In comparison, the "Adjusted" line shows effects on the ending fund balance if all these requests are removed from the forecast. Anticipated inflation and other factors are still - included. This line also shows a downward trend, although it is not nearly as steep, - and remains above the reserve balance minimum. It is apparent from this graph that continued diligence will be required to deliver service to our residents in more cost effective and efficient ways. . Budget Summary Page 49 City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast Development Funds City of Tigard - FY 2009-13 Financial Forecast Development Funds Projected Ending Fund Balances ~ $300,000 $275,000 $250,000 $225,000 I $200,000 $175,000 -J - $150,000 $125,000 $100,000 $75,000 $50,000 $25,000 A $0 FY 08-09 FY 09-10 FY 10-11 FY 11-12 FY 12-13 - ❑ Electrical Inspection Building - The projections for the City's Development funds (Building and Electrical Inspection - Funds) continue to show strong balances. The two Urban Services Funds will be - closed out in FY 2008-09 and any unused fund balance will be submitted to Washington County. The financial objective in the Development Funds has been to maintain a reserve of - about twelve months of direct operating expenses for the Building Inspection Division. - The objective of doing so is to minimize the impact of cyclical downward building construction trends which can happen over time. Expenses of all the building inspection services are charged to the Building Fund. The Electrical Inspection Fund transfers money into the Building Fund to pay for those - costs associated with electrical inspection services. The transfer is evaluated and - updated each year based upon the actual activity. Budget Summary Page So - City of Tigard 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast The building activity trend has declined slightly and is beginning to level off. This flattening trend is being projected over the next five years as the City is nearing full - build out. As a result, the fund balance in the Building Fund is showing a slight - decline over the five year forecast period. Periodic fee adjustments have been projected during the forecast period and included in the revenue projections. The projected ending fund balance in this fund by FY 2012-13 is $250,000. The Electrical Inspection Fund is also showing sustainable fund balances over the five - year forecast period. The revenues in this fund are directly tied to the development - and construction trends in the City and therefore are also leveling off. Like the Building Fund, periodic fee adjustments have been projected during the forecast period and included in the revenue projections. The projected ending fund balance in FY 2012-13 is a slightly less than $100,000. • Budget Summary Page 51 City of Tigard 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast Park Funds City of Tigard FY 2005-13 Financial Forecast Parks Funds Projected Ending Fund Balances - $2,000,000 • $1,750,000 - $1,500,000 - • $1,250,000 - $1,000,000'x- - $750,000 - -s $500,000 $250,000 - $0 - FY 08-09 FY 09-10 FY 10-11 FY 11-12 FY 12-13 - ❑ Parks Capital Parks SDC - The revenues in the Parks Funds include the system development charge (SDC), tree - replacement revenues, grants, Metro greenspace levy, donations, and General Fund support. In FY 2005-06, the City established the Parks SDC Fund to collect the system development charge revenues. Prior to this, SDCs were accounted for in the Parks Capital Fund. Resources from the Park SDC Fund are transferred to the Parks - Capital Fund to pay the SDC portion of the proposed capital projects. These projects - have been identified in the City's Parks Master Plan. A new SDC methodology and fee was approved by the City Council in January 2005. In FY 2007-08 the City began to receive the initial revenue from a $1.4 million Metro - greenspace levy. In FY 2006-07, voters in the Portland metro region, which includes - Tigard, approved a bond levy that would provide funds for purchase of park and greenspace property. This revenue is one time in nature and its use is limited to purchase of land. Budget Summan Page 52 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast The Forecast is showing that by FY 2009-10 the Parks Capital Fund will have a zero fund balance. This is due to the Metro greenspace revenues being completely used and that the Parks Capital Fund does not account for dedicated revenues. The Parks SDC - Fund shows an ending fund balance of $1.7 million in FY 2012-13. The Park SDC methodology requires that only a percentage of a capital project be funded with SDC revenues. The remaining portion of the project cost must be funded with a non-SDC revenue source. As the City does not have a stable non-SDC revenue - source, the Park SDCs collected cannot be fully used in developing an expanded parks - program, so the fund balance will continue to increase until a non-SDC source is identified. The City will be working to identify other sources of revenues that can be used as the non-SDC portion for projects over the next few years. - Budget Summary Page 53 • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • Comprehensive Long Term Financial Forecast • Road Funds • • City of Tigard • FY 2009-13 Financial Forecast • Road Funds • Projected Ending Fund Balances • $1,200,000 • $1,100,000 • $1,000,000 • $900,000 • $800,000 • $700,000 $600,000 • $500,000 • $400,000 - f • $300,000 • $200,000 • $100,000 f • $0 • FY 08-09 FY 09-10 FY 10-11 FY 11-12 FY 12-13 • ❑ Gas Tax s Traffic Improvement Fee - Traffic Improvement Fee US Street Maintenance Fee City Gas Tax - • The City's Road Funds include the Gas Tax, the Traffic Impact Fee (TIF), Street • Maintenance Fee, and City Gas Tax Funds. The Traffic Impact Fee - Urban Services • Fund will be closed out in FY 2008-09. The City Gas Tax Fund was established in FY • 2006-07 to account for the City's local fuel tax. • The City's Road Funds do not have sufficient revenues to implement all the City's • identified street projects over the next five years. The amount of street projects needed • in relation to the limited City revenues will be a major issue for the City to address over the next few years. Projects will need to be prioritized and the City will need to • seek alternative funding sources and develop financing strategies to construct as many • road projects as possible. • The Gas Tax Fund has been the traditional funding source for street improvements for • most local jurisdictions in Oregon, and Tigard is no exception. Gas Tax revenues have • been experiencing limited growth and this trend is projected to continue as a state gas • Budgrt Summary Pagc 54 • • • City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast tax increase would have to be approved by the voters. The City is forecasting that beginning in FY 2011-12 that project would deplete the fund balance. This does not begin to fund the capital transportation needs that have been identified. It should be - noted that the Forecast includes only those street projects that the City can afford to - construct over the next five years. If all street projects that were to be paid for with Gas Tax revenues were included, the fund would show a large deficit. The Traffic Impact Fee (TIF) is a charge on new development established by - Washington County, but collected by cities. The amount of revenue fluctuates with - building activity and the City is beginning to experience a small decline in activity. The fee may only be used for highway and transit capital improvements, which provide additional capacity to major transportation systems and to pay the costs of administering the program. Like the Gas Tax Fund, the forecast includes only those street projects that the Fund can afford. The projected fund balance in FY 2012-13 is - $565.594. The Traffic Impact Fee - Urban Services Fund was established to account for all revenues and expenditures for TIF fees collected outside the City boundaries, but within the City's urban services area. The City managed County-approved road - improvements in this area with these funds as outlined in the intergovernmental - agreement between the City and the County. In FY 2006-07, the City and County terminated its agreement and the City will no longer collect TIF fees in the urban services area. In FY 2008-09, the City will close out this Fund and return any unused fund balance to the County. - The City took steps to address existing local street conditions by adopting a Street - Maintenance Fee in November 2003, which was set to generate approximately $800,000 in revenues each year. The City began collecting the fee in April 2004. This fee provides a stable source of revenue designated for use in the maintenance of existing streets. The Tigard Municipal Code requires that the fee be evaluated every - three years, which will occur in mid-2007. It is probable that the fee will be adjusted; - however, the Forecast does not reflect this as the new fee is not known. The City Gas Tax is new was established to account for revenues generated from Tigard's local gas tax. The 3-cent tax was developed by a citizen task force who - recommended it as a way to fund improvements to the Greenburg Rd./99W/Main St. - intersection. The tax was approved by the Tigard City Council in December 2006 and collections began April 1, 2007. All proceeds generated are dedicated to this one project, and the tax will automatically cease once $5 million is raised or December 31, 2011, - whichever comes first. The projected ending fund balance for FY 2012-13 is zero as this . project will be completed and the tax revenue will cease. - Budget Summary Page 55 City of Tigard 2008-2009 Fiscal Year Annual Budget Comprehensive Long Term Financial Forecast - Sanitary and Stormwater Funds City of Tigard - FY 2009-13 Financial Forecast Sewer and Storm Funds Projected Ending Fund Balances - $10,000,000 - - - - $9,000,000 - $8,000,000 $7,000,000 $6,000,000 $5,000,000 - - - $4,000,000 I $3,000,000 $2,000,000 - $1,000,000 - - $0 FY(J8-09 FY 09 10 FY 10-11 FY" 11-12 FY" 12-13 - ®Sanitary Storm Water Quality/Quantity - These funds support all of the sanitary sewer and stormwater collection systems in the City. - The City provides these services based upon an Intergovernmental Agreement (IGA) with - Clean Water Services (CWS), which is a local service district in Washington County that provides both sanitary sewer treatment and stormwater management services. The Board of Directors of CWS sets all service charges and system development charges for both sanitary - sewer and stormwater services throughout the service district. - Although the City's customer base continues to grow With development, the revenues retained from sanitary sewer and stormwater fees are not growing and in some instances are - declining. In accordance with the intergovernmental agreement with CWS, the City retains , only a portion of the sanitary and storm fees it collects. Each year, CWS revises the split for sanitary sewer fees. Because recent rate increases that have been implemented by CWS have been totally dedicated to pay down debt that CWS has incurred with the expansion and - improvements at their sewer treatment plants, the City has not been able to retain a greater - share of the revenues collected. This has resulted in these funds showing a minimal increase over the forecast period. Budget Summary Page 56 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast This has resulted in these funds showing a minimal increase over the forecast period. Because of this, the City will need to analyze what steps need to be implemented over time so that these funds can adequately support any future capital improvement - projects as well as continuing to adequately maintain the infrastructure. The Stormwater Fund shows modest growth in the coming years. In effort to offset little or no increases from CWS over the past few years, the City has implemented a $1.00 per month charge to stormwater fees and plans on a second $1.00 monthly - charge in FY 09-10. These increases allow the City a sustainable cash flow position - and to construct needed capital projects in future years. The Water Quality/Quantity Fund is now showing a decline over the forecast period because the development and implementation of the Healthy Streams Program. This Program was developed on a CWS district-wide basis. The fees received by member - cities of CWS will be used to finance the projects outlined in the Healthy Steams - Program. It is important to note that the City does not have adequate funding to fully implement the Program as envisioned. Further analysis of alternatives will need to be conducted in the near future. - Budget Summary Page 57 • • • City of Tigard i 2008-2009 Fiscal Year Annual Budget i Comprehensive Long Term. Financial Forecast i Water Funds i City of Tigard i FY 2009-13 Financial Forecast i Water Funds Projected Ending Fund Balances $22,000,000 - - $20,000,000 i $18,000,000 i $16,000,000 i $14,000,000 • $12,000,000 i $10,000,000 $8,000,000 i $6,000,000 - $4,000,000 - $ 2,000,000 - i $0 FY 08-09 FY 09-10 FY 10-11 FY 11-12 FY 12-13 i Water Water SDC Water Crn The Water Funds include the Water, the Water Systems Development Charge (SDC), and the Water Capital Improvement Plan (CIP) funds. The Water CIP Fund is i reserved for a long term water source and other water distribution system capital projects. The costs of the Water Division are funded solely by the revenues in the i Water Fund. i The financial condition of the Water Funds is driven by both the needs in the capital program as well as the cost of the day-today operation and maintenance of the water system in the City. The most important factor in the City's capital program remains i the need for a long term source of water. The City is actively working on alternatives - for the water source and is now taking steps to build a fund balance in the Water CIP - Fund to support this objective. In October 2005, the City implemented a 7% annual increase for the next three years for water rates with October 2007 being the last year. This rate increase has helped i establish a stable revenue stream to pay any future debt that will need to be issued once - Budget tiumman Page 58 i i City of Tigard - 2008-2009 Fiscal Year Annual Budget - Comprehensive Long Term Financial Forecast the permanent water supply source has been determined. In anticipation of a substantial investment in a long term water supply, 7% increases in water rates are assumed for the next four years. As the true costs of securing a water source become - known, water rates will need to be revised to support ongoing operations and bond debt service. It is planned in FY 2008-09 and FY 2010-11 that the City will issue revenue bonds to pay for the projected costs of capital development related to expanded water storage - needs and the permanent water source. Synopsis The City's Five Year Financial Forecast shows that in the short term the City's - financial condition is stable in most funds. The City will need to establish sound • financing for the Capital Improvement Program in order to maintain and improve the City's infrastructure. The City will continue to monitor its revenues and expenditures and will develop plans and options to manage its resources to continue to provide quality services to its citizens. - Budget Summary Page 59 .t s • • REVENUE ANALYSIS • • • • Current Revenue Summary! BNN Fund 60 • Property Tax Summary 61 Assessed Valuation 62 • Property Tax Revenue 63 State Revenue Sharing 64 Enterprise Funds - User Fees 65 Connection Fees 66 • Permit Revenue 67 68 County Shared Revenue Fine and Forfeiture Revenue 69 • Interest Earnings 70 Franchise Fee Revenue 71 Interfund Transfers 73 • Interdepartmental Transfers 76 • • • • • • • • • • • • • • • • • • • • • • • • • • t ~ ~ I - City of Tigard - 2008-2009 Fiscal Year Annual Budget Current Revenue Summary by Fund (Excludes Beginning Balances and Transfers In) - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 i General Fund - General Fund 18,401,925 20,820,927 21,820,306 24,076,291 24,086,291 24,086,291 Total General Fund 18,401,925 20,820,927 21,820,306 24,076,291 24,086,291 24,086,291 - Special Revenue Gas Tax Fund 2,503,171 2,779,797 2,647,650 3,928,796 3,928,796 3,928,796 Electrical Inspection Fund 293,028 249,305 273,155 211,023 211,023 211,023 - Criminal Forfeiture Fund 1,529 2,533 61680 6,517 6,517 6,517 Insurance Fund 21,928 36,493 46,600 53,350 53,350 53,350 - Building Fund 15573,586 1,546,971 1,624,572 1,483,969 1,483,969 1,483,969 - Urban Services TIF Fund 211,044 49,602 26,000 82,595 82,595 82,595 Urban Services Fund 563,752 83,518 16,000 16,000 16,000 - Traffic Impact Fee Fund 987,135 1,107,158 894,525 745,000 745,000 745,000 Underground Utility Fund 95,632 163,282 101,000 84,580 84,580 84,580 Parks SDC Fund 1,296,659 1,101,196 1,086,625 857,586 857,586 857,586 - City Gas Tax Fund 1,015,000 768,750 768,750 768,750 - Street Maintenance Fund 863,511 862,892 805,000 798,000 798,000 798,000 Total Special Revenue 8,410,975 7,982,747 8,526,807 9,036,166 9,036,166 9,036,166 • Debt Service Bancroft Bonds Debt Service 1,652,873 319,654 253,568 219,307 219,307 219,307 - General Obligation Debt Srvc 825,061 933,864 991,064 995,813 995,813 995,813 Urban Renewal Debt Service 57,398 44,000 44,000 44,000 Total Debt Service 2,477,934 1,253,518 1,302,030 1,259,120 1,259,120 1,259,120 - Capital Projects Tigard Triangle LID #1 Fund 2,455,500 2,455,500 2,455,500 - Parks Capital Fund 230,583 272,633 2,058,770 1,273,538 1,273,538 1,273,538 Facilities Fund 85,378 76,269 588,000 9,000 9,000 9,000 Urban Renewal Capital Imprvmnt 1,185,000 380,000 380,000 380,000 Total Capital Projects 315,961 348,902 3,831,770 4,118,038 4,118,038 4,118,038 - Enterprise - Sanitary Sewer Fund 2,000,788 2,279,008 1,855,295 1,827,813 1,827,813 1,827,813 Stormwater Fund 1,160,260 1,191,706 1,537,242 1,605,200 1,605,200 1,605,200 Water Fund 7,464,380 7,655,151 7,163,150 8,334,844 8,334,844 8,334,844 - Water Quality/Quantity Fund 85,163 129,204 95,380 83,750 83,750 83,750 Water SDC Fund 725,100 368,158 381,480 254,000 254,000 254,000 Water CIP Fund 770,584 691,020 1,549,390 18,470,000 18,470,000 18,470,000 - Total Enterprise 12,206,275 12,314,247 12,581,937 30,575,607 30,575,607 30,575,607 - Internal Service - Central Services Fund 39,051 76,212 46,000 45,000 45,000 45,000 Fleet/Property Management Fund 770 4,091 1,455 1,450 1,450 1,450 Total Internal Service 39,821 80,303 47,455 46,450 46,450 46,450 Total Current Revenue 41,852,891 42,800,644 48,110,305 69,111,672 69,121,672 69,121,672 - Revenue Analysis Page 60 City of Tigard 2008-2009 Fiscal Year Annual Budget Property Tax Summary - Tigard's permanent property tax rate of $2.5131 per thousand is applied to the assessed value (AV) of property in the City each year. This permanent tax rate produces revenues to support General Fund operating costs such as Police, Library, and Parks. Under the Oregon Constitution (as amended by Measure 50 in 1997), assessed values - may increase 3% per year. The City's total property assessed value has grown at a rate - greater than 3% due to new construction and annexations. New construction is added to the tax rolls, not a real market value, but at a calculated lower rate, which is on average about 60% of real market value in Tigard. The City's total projected assessed value is multiplied by its permanent tax rate per - $1,000 of assessed value to calculate the anticipated property taxes to be received. - However, for FY 2008-09, the City assumes a 96% collection rate on property taxes, so budgeted property tax revenues are approximately 96% of estimated total property taxes for FY 2008-09. Actual Actual Est. Actual Adopted - Tax Information 2005-06 2006-07 2007-08 2008-09 Property Taxes General Fund $ 9,998,252 $ 10,628,053 $ 11,339,766 $ 11,949,757 - GO Debt Service $ 819,631 $ 924,991 $ 984,814 $ 974,913 - Total Tax Levied $ 10,817,883 $ 11,553,044 $ 12,3242580 $ 12,924,670 Assessed Values - Prior Year Assessed Value $ 4,572,357,820 - Allowabe 3% Increase $ 137,170,735 - Est. Annexations & New Const. $ 45,458,000 - Total Assessed Value $ 4,754,986,555 Tax Rates/$1,000 AN - General Fund Permanent Rate $ 2.51310 $ 2.51310 $ 2.51310 $ 2.51310 - GO Debt Service $ 0.20230 $ 0.21350 $ 0.22550 $ 0.21358 - Tax Rate $ 2.71540 $ 2.72660 $ 2.73860 $ 2.72668 Assessed Value of Average Home $ 183,846 $ 189,631 $ 195,042 $ 200,893 General Fund $ 462.02 $ 476.56 $ 490.16 $ 504.86 - GO Debt Service $ 37.19 $ 40.49 $ 43.98 $ 42.91 - Total Estimated Tax per Household $ 499.22 $ 517.05 $ 534.14 $ 547.77 - Revenue Analysis Page 61 - City of Tigard 2008-2009 Fiscal Year Annual Budget Assessed Valuation - At the beginning of each fiscal year, the Washington County Assessor determines assessed values of properties in the City. Prior to Measure 50, Oregon's property tax system was based on dollars levied and not tax rates, therefore increased values had the effect of - lowering property tax rates, not changing the amount of taxes that could be collected. With the approval of Measure 50 in 1997, assessed values on individual properties were rolled back to FY 1995-96 levels and then reduced by 10%. Assessed values are limited to - an increase of 3% per year. The difference between market value and assessed value is - expected to widen in future years due to the 3% cap on assessed value growth. For FY 2006-07, Tigard's total assessed value was 60% of its real market value. - Assessed value is used for spreading the operating levies, while market values are used to - meet the Measure 5 cap requirements and to spread debt service levies, which are exempt from Measure 50. Value added through new construction will increase assessed value over the 3% Measure 50 growth rate. S5,000,000,000 - 54,000,0002000 i S3,000,0002000 i ~ - $2,000,000,000 I - $1,000,000,000 - - $0 - FY 00-01 FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 0"7 FY 07-08 FY 08-09 Fiscal Year Assessed Value • FY 00-01 $3,2542596,056 FY 01-02 $3,470,578,863 FY 02-03 $3,621,710,974 FY 03-04 $3,754,359,399 - FY 04-05 $3,908,208,975 FY 05-06 $4,087,904,786 FY 06-07 $4,344,958,735 FY 07-08 $4,572,357,820 - FY 08-09 $4,754,986,555 (estimated) - Revenue :Analysis Page 62 City of Tigard 2008-2009 Fiscal Year Annual Budget Property Tax Revenue Property Tax Revenues - 12,000,000 - S10,500,000 - $9,000,000 - $7,500,000 J $6,000,000 - $4,500,000 - $3,000,000 - 1,500,000 - $0 F')2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 - Actual Actual Actual Revised Adopted 0 Property Tax Revenue 0 Debt Service Revenue - The City has a General Obligation Bond property tax levy. In May 2002, "Tigard voters approved a $13 million General Obligation Bond to construct a new library. FY 2008-09 property tax revenues include the debt service for this bond. - Rcvcnuc AnalYSIS Page 63 - City of Tigard 2008-2009 Fiscal Year Annual Budget - State Revenue Sharing State Revenue Sharing - $4,000,000 - $3,500,000 - $3,000,000 $2,500,000 i ~ $2,000,000 • $1,500,000 - $1,000,000 $500,000 s,0 - FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 • Actual Actual Actual Revised Adopted State Revenues include gas tax, cigarette tax, liquor tax, and State revenue sharing. State - revenues are distributed to cities by state-based formulas incorporating population and per capital incomes. These collective revenues have shown remarkable consistency over the past few years. It is anticipated that the City will see a slight drop in FY 2008-09. A drop in State • Gas Tax Shared Revenues makes up the largest portion of the decrease as gas tax receipts - fell below State projections, driving the overall per capita revenue rate down significantly. Budgetary revenue estimates are based on information provided by the League of Oregon - Cities following consultation with the State. - Rcccnuc Analysis Pagc 64 City of Tigard 2008-2009 Fiscal Year Annual Budget Enterprise Funds - User Fees Enterprise Funds - User Fees $12,000,000 - "10,000,000 - E S 8,000,000 56,000,000 54,000,000 - $2,000,000 - r so FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 Actual Actual Actual Revised Adopted - User fees include Water, Sanitary Sewer, and Storm Drainage fees charged to all users of - such services. The Sanitary and Storm fees are established by the Clean Water Services - Agency (CWS) and updated by the Agency each year. The City Council, through an intergovernmental agreement with other system participants, sets the water rates. The City does not own its own water source and is currently in the process of evaluating - several options. Once a permanent water supply source is identified, the City will of course incur substantial capital investment costs related to the expansion of the water supply system. The City will undoubtedly need to issue bonds to finance the capital expenses. This - will require a stable revenue source for the debt service. A three-year annual water rate - increase of 7% that was approved by City Council is set to expire October 2008. The FY 2008-09 has appropriations in the Public Works operating budget for a water rate study to determine what additional increases may be needed. For analysis sake, the FY 2008-09 - numbers in the chart above includes a possible 7.6% rate increase. - Per the intergovernmental agreement with CWS, the City retains only a portion of the sanitary and storm fees it collects. Each year, CWS revises the split for sanitary sewer fees. - It is anticipated that the sanitary sewer revenues will increase slightly in FY 2008-09. - In June 2007 the City Council approved a 5% Franchise Fee for Stormwater Management that begins Julyl, 2008 and is reflected in the budget. - Revenuc Analysis Pagc 65 - • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • Connection Fees • • Connection Fees • $1,400,000 • $1,200,000 • $1,000,000 • $800,000 • $600,000 _ • $400,000 • $200,000 • $0 • FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 F1' 2008-09 Actual Actual Actual Revised Adopted • O Water ® Sewer O Roads O Parks • • Connection fees include Traffic Impact fees, storm and sanitary sewer connection charges, • water connection and system development charges, and parks system development charges. This revenue category has shown mixed results historically, and continues to do so, as it • relates directly to the level of development activity occurring within Tigard. This explains • the decline for FY 2008-09 given the construction market. • • • • • • • • • • • • • • • • • • l o-muc :Analysis Vagc 66 • • City of Tigard 2008-2009 Fiscal Year Annual Budget Permit Revenue Permit Revenues S3,500,000 - I $3,000,000 r, S2,500,000 - S2,000,000 - r, S1,500,000 51,000,000 - S500,00i SO FY 2004-05 FY 2005-06 I^Y 2006-07 FY 2007-08 FY 2008-09 Actual Actual Actual Revised .-Adopted - Permit fees are recorded in the Building Fund, the Electrical Inspection Fund, the General - Fund, and, formerly, in the Urban Services Fund. Nearly all fees are related to development activity and, therefore, reflect the level of that activity. Tigard is experiencing a decline in activity, as is much of the state and the nation, and the revenue trend reflects this decline. It - is projected that this decline will continue in FY 2008-09 and the decrease in proposed revenues reflects this trend. The primary fees that are represented in the chart include: engineering Public Improvement - Fee, Sign Permits, Land Use Planning Application Fees, and all related Building Permit Fees. Rey cnuc Analyms Page 67 - City of Tigard 2008-2009 Fiscal Year Annual Budget - County Shared Revenue - County Shared Revenues - $2,800,000 $2,400,000 - $2,000,000 - S1,600,000 $1,200,000 - 5800.000 5400,000 so FY 2004-05 FY 2005-06 1.1 20u6-07 F 20u7-08 M'20()8-09 Actual Actual Actual Revised Adopted - ❑ County Gas Tax O Hotel-Motel Tax ❑WCCLS - County Shared Revenues include the Washington County Gas Tax, the Washington County Cooperative Library System (WCCLS) levy, and a countywide Hotel/Motel tax. Washington County collects a one-cent per gallon tax on gasoline, which is distributed to cities in the - County. These revenues may be used for road maintenance activities. Since the County has - not increased the gas tax, as an increase has to be approved by voters, this revenue source has seen very minor growth. This trend is being projected to continue in FY 2008-09. - The Hotel/Motel tax is collected by Washington County and is distributed to all - participating jurisdictions. The County rate is 7%. The County is contemplating increase the rate; however, cities will not share in the increased rate as the additional revenues will be used to promote tourism. Tigard receives about one third of the amount collected in the city - limits. Tax collections are directly related to room rental rates, the number of hotel and - motel rooms within the City, and the economy. As the economy continues to rebound, it is projected that these revenues will continue to increase. - WCCLS funds come from the County property taxes generated from the County's - permanent property tax rate. WCCLS funds are distributed to cities with public libraries based upon a formula heavily weighted to increases in circulation. In November 2006, a new WCCLS levy was passed by the voters. This levy increased revenues by nearly $1 - million annually. - Rcvenuc Analysis Page 68 City of Tigard - 2008-2009 Fiscal Year Annual Budget Fine and Forfeiture Revenues Fine and Forfeiture Revenues - $900,000 - $800,000 $700,000 - $600,000 - - $500,000 - $400,000 - $300,000 - $200,000 - 100,000 - FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 Actual Actual Actual Revised Adopted O Traffic- Civil Infractions ® Library Fines - This source of revenue includes traffic and civil infraction citations, which are processed by the Municipal Court, and fines for late and lost materials at the Library. Fine collections are directly related to the number of citations issued. The bail schedule is updated annually by - the Municipal Court Judge. The FY 2008-09 budget revenues includes additional Fines & - Forfeitures- Traffic revenue of $134,000 associated with the proposed additional Traffic Officer FTE in the Police Department. Rc%-muc Anal sis Pagc 69 - City of Tigard 2008-2009 Fiscal Year Annual Budget • Interest Earnings - Interest Earnings $2,500,000 - $2,000,000 - 51,500,000 rK' - 51,000,000 - 5500,000, F SO - FY 2004-05 ActuFY 2005-06 Acfti Y 2006-07 rlcti V 2007-08 RevHW2008-09 Adopted • Interest earnings are generated from the investment of cash on hand in various funds of the - City. Interest earnings are directly attributable to the amount of cash available for investment and current interest rates. The City is assuming an interest rate of 3.5% for its investments. It is anticipated that interest earnings will be down in FY 2008-09 as capital - improvement project needs begin to take from the fund balances in many funds. - Rcccnue Analysis Pagc 70 City of Tigard - 2008-2009 Fiscal Year Annual Budget Franchise Fee Revenue Franchise Fee Revenue 54,500,000 $4,000,000 - $3,500,000 - $3,000,000 - $2,500,000 - S2,000,000 $1,500,000 $1,000,000 $500,000 S0 - FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008 09 Actual Actual Actual Revised Adopted Franchise fees are charged to private utilities for the use of the public rights-of-way. Private franchised activities paying the fee include electricity, natural gas, telecommunications, cable - television, and solid waste haulers. In FY 2006-07, the City began charging a 5% franchise fee to its public utilities, water and sanitary sewer. All franchise fees are computed as percentage of gross proceeds generated within Tigard's - city limits. All franchises, with exception of cable television, are directly between the City - and the franchise holder. The Metropolitan Area Communications Commission (MACC), a consortium of cities in the metro area, administers the cable television franchise. - The increase in franchise fee revenue in FY 2008-09 is due to a continued growth in - population. In January 2006, the solid waste franchise fee was increased from 3% to 4%. Also, there has been a considerable increase in the natural gas franchise fees received, which is partially due to an increase in the franchise fee in 2004. Telecommunication franchise fees - tend to fluctuate from year to year. However, the City has experienced a small upward trend - over the last four years. Therefore, it is anticipated that telecommunication franchise fees will continue to increase slightly in FY 2008-09. Rc\,cnuc Analysis Page 71 - • • • City of Tigard 2008-2009 Fiscal Year Annual Budget • Franchise Fee Revenue - Current franchisees and franchise rates are: • Service Provider Rate - Cable Television Comcast 5.00% Electricity Portland General Electric 3.50% Garbage All haulers 4.00% • Natural Gas Northwest Natural Gas 5.00% - Sanitary Sewer City of Tigard 5.00% Telecommunications All providers 5.00% Water City of Tigard 5.00% • • • • • • • • • • • • • • • • • • • • • • • • • • • Revenue Analysis page 72 • • City of Tigard 2008-2009 Fiscal Year Annual Budget - Interfand Transfers Interfund transfers are the transfer of revenues between funds when the revenue is received - m one fund for an expense that occurs in another fund or when City functions have more - than one funding source. Another primary reason for transfers is for a fund to pay for services provided by another fund (for example, Utility Billing providing billing services for the Water Fund). - A transfer-out is an expense to the fund that is transferring the money out or buying services. A transfer-in is a resource to the fund that is receiving the money or selling the service. For every expense transfer-out, there is a corresponding resource transfer-in. The - corresponding transfers must show the same dollar amount. The various types of interfund - transfers are defined below: Transfer of Resources - Transfer of resources from one fund to another which are not based upon a cost allocation • plan or any expectation of a payment for services provided. This type of transfer represents the transfer of a resource of another use. Transfer of Direct Costs A receipt of services provided to another fiscal entity (fund), the services of which can be specifically identified and billed to the benefiting entity or fund. - Since the internal transfers are complex and can be difficult to follow and trace through the budget document, the following explanation is provided for each transfer, by fund. Revenue Analysis Page 73 - = Interfund Transfers 2008-2009 Fiscal Year Annual Budget City of Tigard - Transfers Transfers In Out Purpose - 100- General Fund transfer of resources to fund the Street - Maintenance program, and a portion of - Engineering Services, Public Works Administration and Community Development 4920 Transfer In- Gas Tax Fund $1,235,685 Administration - Transfer of resources to fund a portion of - 4921 Transfer In- Electrical Insp. $5,984 Community Development Administration - Transfer of resources dedicated for use by i 4935 Transfer In- Criminal Forfeit $10,000 police related programs. - Transfer of resources to newly created fund to - 9260 Transfer Out- Tree Replacement $575,000 better track dedicated revenues - 9300 Transfer Out- Facilities Fund $400,000 Reserve for improvement to City facilities. - Total General Fund Transfers $1,251,669 $975,000 200- Gas Tax Fund - Transfer of resources to repay the Gas Tax Fund preliminary design work of the Local 4941 Transfer In- Tigard Tri. #1 $155,500 Improvement District - Transter of resources to fund the Street Maintenance program, and a portion of - Engineering Services, Public Works Administration and Communnty Development - 9100 Transfer Out- General Fund $1,235,685 Administration - Total Gas Tax Fund Transfers $155,500 $1,235,685 - 220- Electrical Inspection Fund - Transfer of resources to fund a portion of 9100 Transfer Out- General Fund $5,984 Community Development Administration - Transfer of resources to fund a portion of the 9245 Transfer Out- Building Fund $173,542 Building Inspection Fund - Total Electrical Inspection Fund Transfers $179,526 - 235- Criminal Forfeiture Fund - Transfer of resources dedicated for use by 9100 Transfer Out- General Fund $10,000 police related programs. Total Criminal Forfeiture Fund Transfers $10,000 - 245- Building Fund - Transfer of resources to fund a portion of the - 4921 Transfer In- Electrical Insp. $173,542 Building Inspection Fund Total Building Fund Transfers $173,542 . Revenue Analysis Page 74 Interfund Transfers 2008-2009 Fiscal Year Annual Budget City of Tigard Transfers Transfers - In Out Purpose 260- Tree Replacement Fund - Transfer of resources to newly created fund to 4910 Transfer In- General Fund $575,000 better track dedicated revenues Total Tree Replacement Fund Transfers $575,000 - 340- Tigard Triangle LID #1 Fund Transfer of resources to repay the Gas Tax - Fund preliminary design work of the Local 9200 Transfer Out- Gas Tax Fund $155,500 Improvement District - Total Tigard Triangle LID #1 Fund Transfers $155,500 - 830- Facilities Fund - 4910 Transfer In- General Fund $400,000 Reserve for improvement to City facilities. Transfer of resources to track remaining - 9980 Transfer Out- Trust Funds $448,500 balances of two bequests given to the Library - Total Facilities Fund Transfers $400,000 $448,500 980- Trust Fund Transfer of resources to track remaining 4930 Transfer In- Facilities Fund $448,500 balances of two bequests given to the Library - Total Trust Fund Transfers $448,500 - Total All Transfers $3,004,211 $3,004,211 - Revenue Analysis Page 75 - City of Tigard 2008-2009 Fiscal Year Annual Budget - Interdepartmental Transfers - Transfers received for services provided, which have been allocated based upon a cost - allocation plan to the direct cost centers. For the City, the following bases of allocation are used for those functions or programs listed below: - City Management - size of budget. - Finance Administration - size of budget. Financial Operations- size of budget. Utility Billing- allocated to Water, Sewer, Stormwater and Street Maintenance based on the respective dollar amount of billings for each service. - Human Resources - number of fiill time equivalent positions. Information Technology - number of personal computers assigned to budget unit. Office Services - percent of hours spent working on projects and FTE. Risk Management - FTE/auto assignment/bond premiums /property. • City Recorder/Records - Percent of City Council agenda items and percent of record requests. Property Management - square footage of office space or buildings. Fleet Maintenance - number of vehicle assignments by budget unit. • Revenue Analysis Page 76 City of Tigard 2008-2009 Fiscal Year Annual Budget Interdepartmental Charges - Adopted - FY 2008-09 City Management Gas Tax Fund $126,662 Municipal Court $9,523 - - Community Development Administration $7,777 Building Inspections $35,875 Current Planning $17,690 Long Range Planning $14,503 Capital Construction & Transportation $22,615 - Development Engineering $9,335 - Street Lights and Signals $9,481 - Police Administration $10,201 Police Operations $115,287 a Police Support Services $89,594 - Library Administration $7,841 - Reader Services $33,925 - Library Technical Services $9,763 Library Circulation $19,669 Public Works Administration $23,450 - Parks and Grounds $24,552 - Street Maintenance $20,239 - Water $111,120 Sanitary Sewer $13,482 Stormwater $8,386 Total City Management $740,970 - Finance Water Quality/Quantity Fund $152,701 Municipal Court $11,481 Community Development Administration $9,376 - Building Inspections $43,250 - Current Planning $21,327 Long Range Planning $17,485 Capital Construction & Transportation $27,265 Development Engineering $11,254 - Street Lights and Signals $11,430 - Police Administration $12,298 Police Operations $138,988 Police Support Services $108,013 Library Administration $9,452 - Reader Services $40,899 - Library Technical Services $11,770 Library Circulation $23,713 Revenue Analysis Page 77 - City of Tigard 2008-2009 Fiscal Year Annual Budget - Interdepartmental Charges - Adopted FY 2008-09 Public Works Administration $28,271 Parks and Grounds $29,600 Street Maintenance $24,400 - Water $133,965. - Sanitary Sewer $16,254 Stormwater $10,111 Total Finance $893,303 - Information Technology - Municipal Court $31,161 Community Development Administration $18,697 Building Inspections $174,501 Current Planning $56,090 - Long Range Planning $68,554 - Capital Construction & Transportation $56,090 Development Engineering $31,161 Police Administration $31,161 Police Operations $124,643 - Police Support Services $243,323 - Library Administration $196,936 Reader Services $68,554 Library Technical Services $68,554 Library Circulation $43,625 - Public Works Administration $74,786 - Parks and Grounds $43,625 - Street Maintenance $24,929 Water $62,322 Sanitary Sewer $6,232 - Stormwater $18,697 - Total Information Technology $1,443,641 Human Resources Municipal Court $12,843 - Community Development Administration $9,632 - Building Inspections $57,152 - Current Planning $32,750 Long Range Planning $22,475 Capital Construction & Transportation $33,713 Development Engineering $16,054 - Police Administration $12,843 - Police Operations $173,382 Police Support Services $97,929 - Revenue Analysis Page 78 City of Tigard 2008-2009 Fiscal Year Annual Budget Interdepartmental Charges - Adopted - FY 2008-09 Library Administration $10,596 Reader Services $52,015 Library Technical Services $23,760 Library Circulation $51,372, - Public Works Administration $28,415 - Parks and Grounds $31,305 Street Maintenance $22,475 Water $52,336 Sanitary Sewer $20,388 - Stormwater $19,586 - Total Human Resources $781,021 Risk Management Municipal Court $4,149 - Community Development Administration $3,112 - Building Inspections $18,462 Current Planning $10,579 Long Range Planning $7,260 Capital Construction & Transportation $10,891 - Development Engineering $5,186 Police Administration $4,149 Police Operations $56,009 Police Support Services $31,635 Library Administration $3,423 - Reader Services $16,803 - Library Technical Services $7,675 Library Circulation $16,595 Public Works Administration $9,179 Parks and Grounds $10,113 - Street Maintenance $7,260 - Water $16,906 Sanitary Sewer $6,586 Stormwater $ 6,327 Total Risk Management $252,299 - Office Services - Municipal Court $9,617 Community Development Administration $6,481 Building Inspections $18,972 - Current Planning $13,850 - Long Range Planning $21,062 Capital Construction & Transportation $9,512 Revenue Analysis Page 79 - City of Tigard 2008-2009 Fiscal Year Annual Budget - Interdepartmental Charges - Adopted FY 2008-09 Development Engineering $3,188 Street Lights and Signals $34,808 - Police Administration $8,519 - Police Operations $107,716. Police Support Services $69,093 Library Administration $6,847 Reader Services $32,038 - Library Technical Services $12,700 - Library Circulation $26,968 Public Works Administration $19,233 Parks and Grounds $20,644 Street Maintenance $15,732 Water $58,066 • Sanitary Sewer $12,648 - Stormwater $15,000 Total Office Services $522,694 Property Management - Municipal Court $25,417 - Community Development Administration $8,272 Building Inspections $49,083 Current Planning $28,129 Long Range Planning $22,063 - Capital Construction & Transportation $28,958 - Development Engineering $13,791 Police Administration $7,390 Police Operations $99,676 Police Support Services $65,533 - Library Administration $48,655 - Reader Services $253,566 Library Technical Services $109,097 Library Circulation $235,873 Public Works Administration $39,167 - Parks and Grounds $50,767 - Street Maintenance $33,849 Water $78,816 Sanitary Sewer $25,871 Stormwater $35,533 • Total Property Management $1,259,506 Fleet Management Building Inspections $16,172 - Revenue Analysis Page 80 City of Tigard 2008-2009 Fiscal Year Annual Budget - Interdepartmental Charges - Adopted FY 2008-09 Current Planning $1,348 Capital Construction & Transportation $2,695 Development Engineering $4,043 - Police Administration $2,695, Police Operations $55,255 Police Support Services $30,997 Public Works Administration $2,695 Parks and Grounds $17,520 - Street Maintenance $14,825 - Water $24,258 Sanitary Sewer $12,129 Stormwater $9,434 Total Fleet Management $194,066 - City Recorder/Records - Municipal Court $7,403 Community Development Administration $207,728 Building Inspections $90,084 - Current Planning $42,989 - Long Range Planning $62,150 Capital Construction & Transportation $33,781 Development Engineering $19,473 Police Administration $28,369 - Police Support Services $2,053 - Library Administration $12,380 Public Works Administration $69,554 Parks and Grounds $16,362 Street Maintenance $2,053 - Water $14,620 - Sanitary Sewer $10,265 Stormwater $3,111 Total City Recorder/ Records $622,375 Utility Billing - Street Maintenance Fund $51,677 Water $389,001 Sanitary Sewer $44,023 Stormwater $73,968 Total Utility Billing $558,669 - Public Works Administration Water $478,243 Sanitary Sewer $136,685 Revenue Analysis Page 81 City of Tigard - 2008-2009 Fiscal Year Annual Budget - Interdepartmental Charges Adopted FY 2008-09 Stormwater $217,191 Total Public Works Administration $8323,119 • Total Allocated Costs $8,100,663 - Revenue Analysis Page 82 lit t • • • PROGRAM SUMMARIES • • • Program Summaries 83 • 1?xpenditure Summary by Program 84 Operating Budget History 87 • Staffing Levels 87 • • • • • • • • • • • • • • • • • • • • • • • • • • t1 i ~ 1 - City of Tigard - 2008-2009 Fiscal Year Annual Budget Program Summaries - The City adopts and manages its operating expenditures by Program. The City has six operating programs: City Administration, Community Development, Community Services, Policy and Legislation, Public Work and General Government. Within each of these programs are one or more departments and budgets units, - or divisions. A more detailed explanation of the City's program structure can be found in the Reader's - Guide Section. This year's budget reflects several changes within this section. The General Government program now only - includes appropriations to remit any remaining fund balances to Washington County in the Urban Services • and Urban Services TIF Funds. Other amounts previously budgeted are now reflected in the other programs. This change will serve to better reflect the true cost of these services. In addition, the Mayor and Council division has been moved to its own new program, Policy and Legislation. The Policy and - Administration program has been renamed to City Administration. In the Community Development program, a new division, Downtown Redevelopment, has been created to better track all cost associated with downtown redevelopment efforts, including dedicated FTE. Under City - Administration, City Recorder/Records activities and related costs have been split from Office Services. - Lastly, Utility Billing activities and related costs have been split from Financial Operations. This change will better isolate the specific costs that are reallocated to the operations it serves. - The following charts give a summary of the expenditures for the programs, budget classifications, and • staffing levels. i li - Program Summaries Page 83 City of Tigard 2008-2009 Fiscal Year Annual Budget Expenditure Summary by Program - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Expenditures by Program - Policy and Legislation 137,423 123,052 159,480 211,188 257,536 257,536 City Administration 4,085,918 4,335,582 5,124,770 6,492,476 6,492,476 6,492,476 - Community Development 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 Community Services 11,377,116 11,918,361 14,519,170 15,733,524 15,774,124 15,774,124 Public Works 9,981,355 9,751,257 11,853,134 13,205,799 13,275,159 13,275,159 . General Government 484,836 424,272 2,560,862 844,870 844,870 844,870 Total Expenditures by Progra 30,776,082 31,325,307 39,896,550 43,242,740 43,452,088 43,452,088 Number of Employees by Program City Administration 41.90 41.90 43.55 45.55 45.55 45.55 - Community Development 52.50 53.50 54.50 54.50 54.50 54.50 Community Services 111.20 114.20 130.40 134.90 134.90 134.90 Public Works 62.10 62.10 61.10 61.10 61.10 61.10 - Total Employees by Program 267.70 271.70 289.55 296.05 296.05 296.05 - Expenditures per Employee - Policy and Legislation 513.34 452.89 550.78 713.35 869.90 869.90 "City Administration 15,263.04 15,957.22 17,699.08 21,930.33 21,930.33 21,930.33 - Community Development 17,592.20 17,566.35 19,613.65 22,816.69 22,995.85 22,995.85 Community Services 42,499.50 43,865.88 50,143.91 53,144.82 53,281.96 53,281.96 Public Works 37,285.59 35,889.79 40,936.39 44,606.65 44,840.93 44,840.93 General Government 1,811.11 1,561.54 8,844.28 2,853.80 2,853.80 2,853.80 Total Expenditures by Employee 114,964.81 115,293.70 137,788.11 146,065.67 146,772.80 146,772.80 Program S»** runes Page 84 - - City of Tigard - 2008-2009 Fiscal Year Annual Budget Operating Budget History - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 267.70 271.70 289.55 296.05 296.05 296.05 - Personal Services - Salaries- Full Time 12,853,540 13,260,179 16,360,654 16,276,850 16,318,850 16,318,850 Salaries- Part Time 367,574 382,502 165,196 634,220 634,220 634,220 • Salaries- Temporary 311,479 323,926 401,612 401,612 401,612 Salaries- Overtime 400,342 428,532 538,940 584,827 584,827 584,827 Incentive Pay 165,847 170,941 85,780 187,070 187,070 187,070 - Employee Benefits 5,551,329 5,820,458 7,265,613 7,664,062 7,667,310 7,667,310 Accrued Vacation 1,360 1,360 1,360 Total Personal Services 19,650,111 20,386,538 24,416,183 25,750,001 25,795,249 25,795,249 - Materials and Services Professional/Contractual Srvcs 2,347,640 2,431,299 3,455,170 3,262,857 3,262,857 3,262,857 Legal Expenses 390,500 390,500 390,500 • Repairs & Maintenance 26,972 17,278 867,268 142,254 142,254 142,254 Small Tools & Equipment 297,580 254,988 264,698 297,763 297,763 297,763 - Office Supplies 531,231 451,863 475,164 495,920 497,920 497,920 • Special Department Expenses 203,094 295,060 1,012,792 1,234,760 1,234,760 1,234,760 Advertising & Publicity 101,731 99,097 137,224 144,801 144,801 144,801 - Dues & Subscriptions 99,246 115,654 156,919 155,209 155,209 155,209 Fees and Charges 130,003 87,555 48,605 54,883 54,883 54,883 Travel and Training 147,456 173,654 352,570 375,747 376,847 376,847 - Fuel 209,214 207,679 222,505 277,613 277,613 277,613 Rents and Leases 57,542 51,513 63,750 77,967 77,967 77,967 Utilities 817,979 468,025 468,025 468,025 - Telecommunications 147,200 166,012 144,131 147,894 147,894 147,894 Insurance 383,206 366,468 406,600 Insurance- Auto 96,056 96,056 96,056 - Insurance- Liability 217,542 217,542 217,542 Insurance- Flood 8,320 8,320 8,320 Insurance- Property 118,100 118,100 118,100 - Bad Debt Expenses 4,200 4,200 4,200 Computer Hardware and Software 101,342 414,433 1,858,994 859,534 859,534 859,534 Property Damage 1,316 7,490 3,750 7,750 7,750 7,750 - Depreciation Expense 4,047,661 Water Purchases 3,554,441 2,450,295 3,441,832 3,507,410 3,507,410 3,507,410 - Pumping Expenses - Water Sampling 45,734 50,983 71,600 71,600 71,600 Repairs & Maint, Facilities 323,539 381,746 325,070 325,070 325,070 - Repairs & Maint, Valves 120,581 12,644 12,000 12,000 12,000 Repairs & Maint, Reservoir 8,157 8,792 9,000 9,000 9,000 Repairs & Maint, Grounds 3,644 118,350 118,350 118,350 • Repairs & Maint, Pump Station 32,011 (3,449) 9,000 9,000 9,000 Repairs & Maint, SCADA 2,109 8,471 6,000 6,000 6,000 Repairs & Maint, Wells 5,802 7,346 17,450 17,450 17,450 - Repairs & Maint.- Meters 12,387 15,706 15,000 15,000 15,000 Repairs & Maint.- Service Line 23,337 13,772 7,700 7,700 7,700 Repairs & Maint, Regulators 4,675 10,763 7,500 7,500 7,500 - Repairs & Maint, Fire Hydrant 11,748 14,908 12,000 12,000 12,000 - Program S„*nunanes Page 85 City of Tigard 2008-2009 Fiscal Year Annual Budget - Operating Budget History - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Repairs & Maint: Vehicles 306,639 298,725 281,300 281,300 281,300 Repairs & Maint, Water Lines 54,578 52,139 50,000 50,000 50,000 - Utilities- Water/Sewer/Storm 68,933 91,779 103,000 103,000 103,000 Utilities-Electricity 711,900 776,190 441,393 441,393 441,393 Utilities- Natural Gas 77,956 73,894 99,039 99,039 99,039 - Books & Circulation Materials 340,010 375,674 446,991 5141040, 514,040 514,040 Contributions to Community Org 159,590 163,955 184,459 194,150 219,150 219,150 - Total Materials and Services 10,648,900 13,995,681 14,361,401 14,638,697 14,666,797 14,666,797 - Capital Outlay - Buildings & Improvements 208,100 76,400 76,400 76,400 - Vehicles 438,652 881,364 774,500 721,520 721,520 721,520 Equipment 31,319 114,855 190,534 306,478 306,478 306,478 Technology 1,749,644 1,885,644 1,885,644 - Total Capital Outlay 469,971 996,219 1,1739134 2,854,042 2,990,042 2,990,042 - Total Operating Budget 30,768,982 359378,438 39,950,718 43,242,740 43,452,088 43,452,088 - Program Summaries Page 86 - City of Tigard 2008-2009 Fiscal Year Annual Budget . Staffing Levels - Full-Time Equivalet Positions Number of City personnel Per 1,000 Population 300 7 - 6.5 - 22 6 ' .5.5 - 5 75. 4.5 4 FY 2nn506 FY 2906 117 FY J0--OR 17 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 Actual Actual Rccucd ,1dr,pt°d Actual Actual Revised Adopted Between FY 2007-08 and FY 2008-09, City staff levels have increased approximately 2.2%, or a net - increase of 6.50 FTE. Several key factors have contributed to this increase. A summary of the - changes by department is below. Police Department - The Police Department is adding a total of 3.50 FTE in FY 2008-09. In the Police Operations - Division, a Traffic Officer (1.00 FTE) and a Patrol Officer (1.00 FTE) are being added. These are two operational areas that are significantly impacted by growth; either by residential growth and, to a major degree, from the number of trips per day that are made into or through the City. - The Support Services Division is adding a Crime Analyst. This position has been instrumental in assisting officers in solving crimes as well as providing analysis that has supported management's efforts in allocating resources appropriately and effectively. As the new Commercial Crimes Unit - becomes fully operational, this position will become of even greater importance. - In addition a part-time Confidential Executive Assistant is being bumped to a .50 FTE in Police Administration. This is being added to bring an existing part time position to a level which will - allow additional hours and provide the existing employee with benefits. Library The Library Department is adding a total of 1.00 FTE for FY 2008-09. This increase is comprised - of a .50 FTE in Readers Services for a Senior Library Assistant and a .50 FTE in Circulation for a - Library Aide. These positions are a cost efficient staffing pattern to maintain existing service levels at the Library with increased patron visitation and records circulation. - I'rogam Summaries Pat c 87 City of Tigard 2008-2009 Fiscal Year Annual Budget - Staffing Levels - Public Works - The total number of FTE in the Public Works Department is 61.10 for FY 2008-09 which - represents no change from the prior year. There are slight changes in the divisions however as 2.00 FTE are being transferred from the Sanitary Sewer division into the Stormwater division (1.00 FTE) and Property Management division. - Community Development The Community Development Department is showing no change in overall FIE in FY 2008-09 from last year. There is a change amongst a couple divisions however as the Management Analyst - (1.00 FTE) moves from the Building division to the Community Development Administration - division. This is significant as forty percent of the position will now be General Fund dollars. City Administration City Administration sees a net increase of 2.00 FTE in FY 2008-09. City Management is being - increased by .50 FTE for an Assistant to the City Manager position. This position will help the City - Manager with high level projects and programs. The City's Risk Management Department will see a total increase of .50 FTE where a 1.0 FTE is added by way of a Management Analyst position but partially offset with a decrease in the Senior Management Analyst/Risk position being dropped to a .50 FTE. In the Human Resources Department, a 1.00 FTE for a Human Resources Technician is - being added. In addition, the Office Service Division see's a decrease in 3.00 FTE through - reorganization as the City created the City Recorder/Records Division to better reflect the nature of the work being done. In Municipal Court, the City's judge was treated as a contract employee historically. In FY 2007-08, the position was moved to a 0.25 FT part-time position to better reflect the nature of the position. - Financial and Information Services - The Financial and Information Serviced Department has no increase in FTE for FY 2008-09. The Department did see some reorganization of positions however. In Financial Operations, the duties of the Contracts /Purchasing Specialist have been assumed by the Management Analyst position in - FIS Administration. This allows Financial Operations to hire, at a much lower cost, an - Administrative Specialist I to handle the increasing passport requests the City is receiving. The Utility Billing division has also been created for FY 2008-09 to better reflect duties so the Financial Operations FTE count reflects this. - Program Summaries Page 88 • • • COMMUNITY SERVICES PROGRAM • • • • Communitv Services Organization Chart 89 • h:xpenditure/FTE Suminarv 90 • • Police Organization Chart/FT1 Summary 92 Police Administration 94 Police Operations 99 • Police Support Services ......................................................................103 • Library • Organization Chart/F'1'1-'. Summary 109 • LibrarN, Administration 111 • J • Library- Readers' Services 116 Librarv "t"echnical Services 121 • I,ibrarv Circulation .............................................................................124 • 0 Social Services and Community Events 128 • • • • • • • • • • • • • • • • • • • • • lit i 1 v 4 w ~ V ~ z w cn ~ H7 ~ H V a w - a~ " o Q a ~ V ~ 0 V City of Tigard 2008-2009 Fiscal Year Annual Budget - Community Services Program The Community Services Program consists of programs provided by the Police Department - and the Library, and several Social Services and Community Event grants made by the City. Police programs include traditional public safety efforts (patrol, enforcement, traffic safety, etc.), but also include work with community groups to increase public safety awareness. - Library programs include circulation of a wide variety of print and other media materials and - the offering of programs designed to increase reading, computer skills, and lifelong learning. Social Service and Community Event grants provide funding to a variety of community organizations and groups that provide services to those in need in the community or which offer events that promote a greater sense of community. - The budget for this program area is up 8.6% from the FY 2007-08 Revised Budget. The number of authorized positions is up 4.5 FTE, consisting of 3.5 new positions in Police and 1.0 in Library. Two Police Officers have been added in the Operations Division along with - one Police Systems Specialist in Support Services. The additional 1 /2 time position in Police Administration is a Confidential Administrative Assistant position that has been previously filled with part-time temporary help. The new library staff consists of a'/z FTE Senior Library Assistant in the Reader Services department and a 1/2 FTE in Circulation. - The primary source of funding for this program area is the General Fund. Community Services Page 90 - - City of Tigard • 2008-2009 Fiscal Year Annual Budget 40- Community Services Program Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 111.20 114.20 130.40 134.90 134.90 134.90 - Budget by Category Personal Services 8,999,944 9,372,228 11,490,992 12,272,226 12,272,226 12,272,226 Materials and Services 2,131,833 2,289,668 2,699,644 3,081,483 3,108,483 3,108,483 - Capital Outlay 245,339 256,465 328,534 379,81'5 393,415 393,415 - Total by Category 11,377,116 11,918,361 14,519,170 15,733,524 15,774,124 15,774,124 - Budget by Division - Police Administration 368,285 423,146 460,061 513,294 513,294 513,294 Police Operations 5,307,058 5,289,316 5,825,123 6,236,637 6,236,637 6,236,637 - Police Support Services 3,130,014 3,504,836 4,572,267 4,932,125 4,945,725 4,945,725 - Library Administration 330,624 310,679 362,731 430,040 432,040 432,040 Reader Services 1,049,531 1,129,927 1,607,953 1,832,002 1,832,002 1,832,002 - Library Technical Services 330,577 378,760 492,111 535,473 535,473 535,473 - Library Circulation 701,437 717,742 1,014,465 1,059,803 1,059,803 1,059,803 Social Services 114,915 107,932 133,000 140,000 140,000 140,000 - Community Events 44,675 56,023 51,459 54,150 79,150 79,150 - Total by Division 11,377,116 11,918,361 14,519,170 15,733,524 15,774,124 15,774,124 - Budget by Fund - General Fund 11,377,116 11,918,361 14,519,170 15,733,524 15,774,124 15,774,124 - Total by Fund 11,377,116 11,918,361 14,519,170 15,733,524 15,774,124 15,774,124 - Community Services Page 91 N c pip N a W V 5 a w Cf) a 0 a w W V o ~ o z 0 - H z v 0 - City of Tigard 2008-2009 Fiscal Year Annual Budget 400- Police Department Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 78.00 80.00 89.50 93.00 93.00 93.00 - Budget by Category Personal Services 7,049,932 7,353,888 8,699,380 9,365,968 9,365,968 9,365,968 Materials and Services 1,510,086 1,606,945 1,875,071 2,046,418 2,046,418 2,046,418 - Capital Outlay 245,339 256,465 283,000 269,670 283,270 283,270 - Total by Category 8,805,357 9,217,298 10,857,451 11,682,056 11,695,656 11,695,656 - Budget by Division - Police Administration 368,285 423,146 460,061 513,294 513,294 513,294 Police Operations 5,307,058 5,289,316 5,825,123 6,236,637 6;236,637 6,236,637 - Police Support Services 3,130,014 3,504,836 4,572,267 4,932,125 4,945,725 4,945,725 - Total by Division 8,805,357 9,217,298 10,857,451 11,682,056 11,695,656 11,695,656 Budget by Fund - General Fund 8,805,357 9,217,298 10,857,451 11,682,056 11,695,656 11,695,656 - Total by Fund 8,805,357 9,217,298 10,857,451 11,682,056 11,695,656 11,695,656 • Community Services Page 93 City of Tigard 2008-2009 Fiscal Year Annual Budget 400 - Police Administration - Program Results: • Provides leadership and management to the Department in support of the City's strategic - plans and objectives. • Increases police effectiveness by developing ethical, accountable, productive, and well- trained employees. • Oversees Department activities, evaluates policies, organizational structure, working - conditions, and customer service levels; manages resources, develops partnerships and . programs; directs strategic planning. • The Public Information Officer (PIO) prevents and suppresses crime by providing crime prevention materials and programs to the media and coordinates and assists the Crime Prevention Specialist in providing crime prevention material to citizens. - • The Executive Assistant to the Chief of Police/Alarm Coordinator supports the Office of - the Chief of Police and administers the City of Tigard Alarm Ordinance. • The Crime Prevention Specialist supports the City's efforts in the "Neighborhood Network" and works with rental property owners and community members in the prevention of crime. - Program Description: • The Police Administration Division is responsible for the overall administration and management of the Police Department. The Administration Division is dedicated to - fulfilling the mission of the City and the Department, and dedicated to evaluating the - structure, strategies, and programs of the Police Department in light of crime trends and resource levels. • The Administration Division is involved in identifying, establishing, maintaining, and - furthering strategic relationships with government agencies. These mutually beneficial - relationships facilitate the. sharing of intelligence and resources. • The Public Information Officer (PIO) coordinates the Neighborhood Watch Program which provides these community groups with valuable crime prevention material and promotes citizen involvement in community policing. The Enhanced Safety Properties - Program is a three-phase crime prevention program that accomplishes the same objectives - for multi-family units. • The Crime Prevention Specialist provides several hundred hours of crime prevention programming annually to a wide variety of citizens, businesses, and groups. The Specialist - also coordinates the new "Neighborhood Network" program and works with the PIO in - expanding the PD's efforts in crime prevention efforts, including residential, business and apartment complexes. • The Executive Assistant to the Chief of Police/Alarm Coordinator provides support for the hiring process, assists the Chief of Police with day-to-day affairs of the Office of Chief of - Police, and manages the Tigard High School parking permit zone. Administration of the - City's Alarm Ordinance involves processing alarm permit applications, billing for recurring false alarms, and closely monitoring the incidence of false alarms. Community Services Page 94 - I City of Tigard 2008-2009 Fiscal Year Annual Budget - 400 - Police Administration FY2007-08Accomplishments: • Continued to oversee Department activities, evaluate policies, organizational structure, working conditions, and customer service levels; manage resources, develop partnerships and programs; direct strategic planning and support accreditation through policy - management. - • Continued to provide leadership and management for the Department in support of the City's strategic plans and objectives. • Continued to implement the Mission, Vision, and Goals of the Department. All employee evaluations were carefully reviewed to ensure that these topics were emphasized. - • Continued to develop ethical, accountable, productive, and well-trained employees. - • Began process of replacing the current General Order system with Lexipol, an enhanced protocol manual. • Increased the number of Neighborhood Watch groups by five, bringing the total to 105. • Provided 63 crime prevention presentations. • Prepared four local cable access crime prevention segments. • • Processed 2,289 alarm permit applications. - • Continued to reduce the number of false alarms through the implementation of fines. - • Continued to administer the Alarm Ordinance. • Continued to administer and coordinate the Durham Area Parking Permit Program. • Submitted two grants to supplement equipment funding. • Continued to provide the Chief of Police, Assistant Chief and Captain with confidential - executive administrative assistance. - • Continued to aggressively recruit, process, and hire quality employees. FY2008-09 Goals and Obiectives: - • Review alarm and neighborhood parking permit process. - • Review problem solving projects. - • Oversee assessment for a hostage negotiation unit. • Review and evaluate participation in regional teams and user agreements. • Integrate Lexipol Policy & Risk Management System. • Implement Budget Committee audit recommendations. • Review and evaluate current / future facility needs (annually). • • Update strategic plan (annually). - • Review and manage quality assurance program (annually). - • Review information technology plan (annually). • Prepare and present annual report to City Council (annually). • Assess training requirements /needs (annually). - Community Services Page 95 City of Tigard 2008-2009 Fiscal Year Annual Budget 400 - Police Administration - • Review and evaluate staffing needs (annually). • Identify and implement career development training; build career paths for staff (annually). • Add an additional 19 neighborhood watch groups. • Increase ten crime prevention presentations. - • Review 65 planned developments for Crime Prevention Through Environmental - Design (CPTED) compliance. MISSION The Mission of the Tigard Police Department is to create the highest level of livability possible by working with our citizens to preserve and protect life, liberty, and property. VISION The Tigard Police Department is committed to achieving our mission by: • Partnering with citizens and other departments - • Developing well trained, ethical, and accountable employees • Earning public trust and confidence through our actions and values GOALS The goals of the Tigard Police Department are: • To reduce crime and the fear of crime - • To assist the City of Tigard in the accomplishment of municipal goals and objectives - • To enhance the safety and security of Tigard's residents, visitors, and businesses • To preserve constitutional and civil rights, and foster good citizenship in our youth CORE VALUES Attitude Leadership Integrity Service Teamwork Community Services Page 96 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 400- Police Administration 2005-06 2006-07 2007-08 2008-09 - Workload Measures Alarm permits processed 2,300.00 2,200.00 2,266.00 2,289.00 Participate in the Westside Crime Prevention Coalition 0.00 0.00 0.00 24.00 Number of Neighborhood Watch Groups 96.00 100.00 105.00 124.00 - Crime Prevention presentations 69.00 56.00 60.00 70.00 - Alarm permits issued to former non-permit holders 0.00 0.00 - 0.00 0.00 Review planned development proposals for CD based 0.00 0.00 0.00 65.00 - on crime - Effectiveness Measures - All submitted development plans reviewed within one 100.00% week Change in number of alarm permits processed 23.92% -4.35% 3.00% 1.10% Change in number of Neighborhood Watch Groups 4.00% 4.20% 5.00% 18.10% - Change in number of Crime Prevention presentations 40.82% -18.90% 7.20% 16.70% - Change in # of alarm permits issued to former non- 0.00 0.00 0.00 0.00 permit Full Time Equivalent Positions Chief of Police 1.00 1.00 1.00 1.00 - Confidential Executive Assistant 1.00 1.00 1.00 1.50 - Community Services Officer 1.00 0.00 0.00 0.00 Public Information Officer 0.00 1.00 1.00 1.00 Crime Prevention Specialist 0.00 0.00 0.00 0.00 Total Full Time Equivalent Positions 3.00 3.00 3.00 3.50 - Community Services Page 97 City of Tigard 2008-2009 Fiscal Year Annual Budget 400- Police Administration - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 3.00 3.00 3.00 3.50 3.50 3.50 - Personal Services - Salaries- Full Time 191,404 207,070 232,330 227,988 227,988 227,988 Salaries- Part Time Salaries- Temporary 12,089 - Salaries- Overtime 12,258 9,931 13,000 18,000 18,000 18,000 Incentive Pay 3,206 1,964 Employee Benefits 88,955 100,531 104,506 122,732 122,732 122,732 - Total Personal Services 295,823 331,585 349,836 368,720 368,720 3689720 - Materials and Services - Professional/Contractual Srvcs 32,573 49,892 56,500 74,225 74,225 74,225 Legal Expenses 9,000 9,000 9,000 Repairs & Maintenance 49 49 5,950 1,950 1,950 1,950 - Small Tools & Equipment 2,328 463 150 450 450 450 Office Supplies 6,009 4,772 7,800 7,000 7,000 7,000 - Special Department Expenses 4,270 9,955 10,460 11,560 11,560 11,560 - Advertising & Publicity 11,601 10,205 10,000 10,000 10,000 10,000 Dues & Subscriptions 517 732 850 890 890 890 . Fees and Charges 39 80 Travel and Training 3,784 6,573 7,815 7,775 7,775 7,775 Fuel 3,110 3,572 3,000 4,950 4,950 4,950 - Rents and Leases 100 500 500 500 500 Telecommunications 2,971 1,743 2,200 1,900 1,900 1,900 Insurance- Auto 1,334 1,334 1,334 - Insurance- Liability 3,577 3,577 3,577 Insurance- Flood 137 137 137 Insurance- Property 526 526 526 - Computer Hardware and Software 3,975 2,267 5,000 5,800 5,800 5,800 Repairs & Maint.- Vehicles 1,236 1,158 3,000 3,000 3,000 Total Materials and Services 72,462 91,561 110,225 144,574 144,574 144,574 - Capital Outlay - Equipment - Total Capital Outlay Division Tota 368,285 423,146 460,061 513,294 513,294 513,294 - Community Services Page 98 - City of Tigard • 2008-2009 Fiscal Year Annual Budget - 410 - Police Operations - Program Results: • Carries out the directives of Police Department Administration in support of strategic plans and objectives. • Provides rapid response to serious calls for service (Priority 1 calls), and non-emergency - response to routine citizen calls for service (less serious calls). - • Solves and prevents community problems and works in partnership with citizens, businesses, and neighboring agencies to create the highest level of livability possible. • Prevents, deters, and reduces crime and the fear of crime. Enhances the safety and security of Tigard's residents, visitors, and businesses. - • Preserves constitutional and civil rights, and fosters good citizenship in our youth. - • Earns the trust and confidence of the public. - • Coordinates the Department's training to ensure compliance with the Department of Public Safety and Standards Training requirements. - Program Description: The Operations Division consists of three shifts operating 24 hours a day, 365 days a year. The Division is the first responder to calls for service and emergencies. The Operations Division is also - responsible for follow-up investigation of many misdemeanor and Class C felony crimes. This Division is comprised of uniformed Patrol, Traffic Officers and Community Services Officers who are committed to enhancing the safety and security of Tigard's residents, visitors, and - businesses. These officers specialize as first responders to calls for service. While not responding to - calls for service, the officers are engaged in proactive community-based policing efforts. Our practice of permanently assigning officers to districts enhances their knowledge of geographic specific problems related to safety and security of Tigard's neighborhoods. Operations Division - personnel receive specialized training in order to maintain certifications and the many varied skills - that law enforcement requires. The Training Coordinator is responsible for the development, administration, and documentation of - mandated and specialized training for Department personnel in support of certifications. - Community Sendces Page 99 City of Tigard 2008-2009 Fiscal Year Annual Budget - 410 - Police Operations .FY2007--08 Accomplishments: - • Continued implementing Problem Solving/Community Policing by responding to high repeat-call locations and neighborhood complaints. Additionally we responded to chronic city nuisance sites such as problem businesses and liquor establishments. - • Regained an intoxilyzer (a device to measure the blood/alcohol level of suspected drunk - drivers) at Tigard Police Department which had been removed by the Oregon State Police - due to their budget restrictions. • Targeted specific problems and deployed resources to solve the targeted problems, taking into consideration all community resources, such as code enforcement. - • Continued-responding to requests from Neighborhood Watch Groups as a high priority. - • Continued to refer juvenile offenders to Tigard Peer Court and continued referring juvenile - misdemeanor cases in Tigard Municipal Court. • Participated in the TriMet's Transit Police Division with one full-time permanently allocated position and one temporary full-time officer and also added a full-time sergeant and an additional officer during the year. - • Deployed additional patrol performance measure tools including better tracking of individual - officer work statistics. • Distributed additional automatic electric defibrillator devices. • Added additional electronic equipment to track bank robbery suspects. • Created a canine patrol unit to assist officers in the apprehension of criminal suspects. - FY2008-09 Goals and Obiectives: • Review and evaluate the patrol districting & staffing needs. • Conduct problem solving and customer service training for Operations Division Personnel. - • Evaluate Community Policing Projects and make changes as needed to maintain - effectiveness. • Evaluate district boundaries to make sure crimes workload is evenly distributed and call response times are minimized. • Evaluate the need for revision of the field training and evaluation manual. . • Respond to Priority 1 calls for service within an average less than four minutes (annually). - • Continue to work with Neighborhood Crime Watch Groups (annually). - • Continue to refer juvenile offenders to Tigard Municipal Court (annually). • Continue to participate in the City's weekly Community Assessment Program (annually). • Continue to participate in TriMet's Transit Police Division (annually). • Continue to form mutually beneficial community partnerships (annually) . Community Services Page 100 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 410- Police Operations 2005-06 2006-07 2007-08 2008-09 - Workload Measures Dispatched calls for service (911& Sgt) 28,839.00 27,892.00 27,466.00 28,427.00 Self-Initiated by Officer during uncommitted time 24,889.00 23,270.00 22,650.00 23,443.00 - Total calls for service 53,738.00 51,162.00 50,116.00 51,870.00 - Number of total citations issued by Police employees 6,006.00 4,558.00 6,672.00 6,839.00 only - Average Response Time to Priority 1 calls 4.20 4.25 4.30 4.30 - Effectiveness Measures - Change in number of total citations issued -11.87% -24.11% 46.38% 2.50% - Change in average response time to Priority 1 calls 12.12% 2.32% 1.896% 2.50% Change in number of dispatched calls for service 22.55% -3.28% -1.60% 3.50% Change in number of self-initiated workload -22.72% -0.54% -2.66% 3.50% Change in number of total calls for service 8.96% 4.79% -2.10% 3.50% Full Time Equivalent Positions • Captain 1.00 1.00 1.00 1.00 - Community Service Officer 2.00 2.00 2.00 2.00 - Lieutenant 3.00 3.00 3.00 3.00 Police Officer 36.00 37.00 38.00 40.00 Sergeant 7.00 7.00 8.00 8.00 Total Full Time Equivalent Positions 49.00 50.00 52.00 54.00 - Community Services Page 101 City of Tigard 2008-2009 Fiscal Year Annual Budget - - 410- Police Operations Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 49.00 50.00 52.00 54.00 54.00 54.00 - Personal Services Salaries- Full Time 2,753,354 2,807,349 3,217,318 3,317,510 3,317,510 3,317,510 - Salaries- Part Time - Salaries-Temporary 1,199 27,090 - Salaries- Overtime 235,158 233,518 257,500 303,055 303,055 303,055 Incentive Pay 81,406 83,264 72,020 72,020 72,020 - Employee Benefits 1,412,634 1,414,694 1,672,944 1,710,424 1,710,424 1,710,424 - Total Personal Services 4,483,751 4,565,915 5,147,762 5,403,009 5,403,009 5,403,009 Materials and Services - Professional/Contractual Srvcs 24,132 20,873 37,905 20,650 20,650 20,650 Repairs & Maintenance 2,903 6,677 102,150 14,500 14,500 14,500 - Small Tools & Equipment 188,245 146,118 142,666 167,449 167,449 167,449 Office Supplies 20,621 24,066 10,030 11,430 11,430 11,430 Special Department Expenses 58,061 61,072 50,680 56,240 56,240 56,240 - Advertising & Publicity Dues & Subscriptions 2,519 3,130 11,815 11,930 11,930 11,930 Fees and Charges 1,126 445 - Travel and Training 24,414 17,782 35,290 33,968 33,968 33,968 Fuel 89,985 90,697 93,825 106,450 106,450 106,450 Telecommunications 15,743 21,409 25,000 15,500 15,500 15,500 - Insurance- Auto 27,349 27,349 27,349 Insurance- Liability 48,293 48,293 48,293 Insurance- Flood 1,847 1,847 1,847 - Insurance- Property 7,102 7,102 7,102 Computer Hardware and Software 254 34,099 5,000 22,500 22,500 22,500 - Repairs & Maint: Facilities 629 700 700 700 - Repairs & Maint.- Vehicles 149,965 133,978 121,200 121,200 121,200 Total Materials and Services 577,968 560,975 514,361 667,108 667,108 667,108 Capital Outlay Vehicles 241,205 157,801 148,000 146,520 146,520 146,520 - Equipment 4,134 4,625 15,000 20,000 20,000 20,000 - Total Capital Outlay 245,339 162,426 163,000 166,520 166,520 166,520 - Division Tota 5,307,058 5,289,316 5,825,123 6,236,637 6,236,637 6,236,637 Community Services Page 102 - City of Tigard • 2008-2009 Fiscal Year Annual Budget - 420 - Police Support Services - Pram Results: - • Carries out the directives of Police Department Administration in support of strategic plans and objectives. • The Assistant Chief of Police provides leadership and management to the Support Services - Division which consists of the following functional units: - - Criminal Investigations Unit Property and Evidence - Records - Research, Analysis, and Planning - School Resource Officers - - Business Management Unit - - Youth Services • - Commercial Crimes Unit - Crime Analysis Unit - Progtam Descri)2tion: - The Detectives in the Criminal Investigations Unit are responsible for investigating serious crimes against persons and property which include murder, assault, sex abuse, child abuse, rape, burglary, major theft, computer crimes, and cases requiring specialized training and experience. While all - detectives handle a variety of these felony cases, certain cases require specialization. Therefore our Criminal Investigations Unit detectives have areas of expertise in areas such as: - child sexual abuse - computer forensics - robbery - - homicide - - rape/sex crimes - - serious assaults The Criminal Investigations Unit partners with multi-disciplinary teams throughout the area to share - information and combine prosecution efforts. The Property and Evidence Unit maintains the proper evidentiary chain of custody for found property or evidence, ensures the proper release of property to owners, manages the destruction of - weapons and drugs per statute of limitations and court orders, and supports all sworn personnel by - releasing evidence as needed. The Records Unit fields thousands of contacts with the public every year, both in person and over - the phone. The Records Unit supports the sworn personnel by providing timely information used - in the apprehension and prosecution of criminals. Records Specialists are responsible for processing • Community Services Page 103 City of Tigard 2008-2009 Fiscal Year Annual Budget - 420 - Police Support Services records requests from Department personnel, outside agencies, the media and the public, while - adhering to confidentiality laws. This Unit is also responsible for data entry into various law - enforcement records management systems, the processing of traffic citations, field interrogations cards, handgun sales records, false alarm notifications, and apartment incident cards. The Research, Analysis, and Planning Unit conducts administrative crime analysis in support of the - Chief of Police and Assistant Chief of Police, manages projects in support of Department initiatives, and oversees information technology planning and budgeting. This Unit also provides tactical and strategic analysis to various members of the Department. - The Police Crime Analyst provides critical information which assists officers in solving crimes and detecting crime patterns in the City of Tigard. This person also supports management's efforts in allocating resources appropriately and effectively. - School Resource Officers provide service to Tigard schools by investigating juvenile crimes and child abuse/neglect cases. The School Resource Officers also provide investigative assistance to the Patrol Division on matters involving schools, the investigation of reports of abuse and the neglect of - children, conduct follow-up investigations on school-age missing persons and provide the schools - with DARE and GREAT training. The School Resource Officers also work with the Interagency Gang Enforcement Team in identifying and addressing gangs and graffiti in and around our schools. The Youth Services Officer administers the Tigard Peer Court Program, coordinates referrals to - juvenile courts, and develops and teaches DARE and GREAT curriculum in the schools. The School Resource Officers and the Youth Services Officer work as a team to provide four, week-long "DARE to be GREAT" summer camps for area middle school-age children. - FY2007-08Accomplishments: • Implemented case assessment protocol with threshold indicators for burglary cases; develop corresponding plan for dissemination of burglary case intelligence to Patrol Division. Tools - have been provided to Patrol Officers which aid in the compilation and analysis of burglary - analysis data. • Implemented Elder Victim Response Project to identify elder victim's needs and address quality of life issues after victimization. - • Tracked case data for Westside Interagency Narcotics (WIN) and Regional Organized Crime - Narcotics (ROCN) Task Forces to ensure proper follow-up assignment. - • Deployed new technology which facilitates networking across jurisdictions. • Continued involvement at various regional anti-crime meetings. • Continued to maintain Peer Court. • Completed implementation of the Senior Mentor Program for Peer Court. - • Continued to enhance tools which facilitate community policing and communication - regarding these activities. Community Services Page 104 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 420 - Police Support Services • Deployed new patrol car hardware/ software and new procedures to ensure compliance with - Criminal Justice Information Services (CJIS) regulations. - • Implemented intermediate and advanced training for response to Weapons of Mass Destruction (WMD) events. • Maintained 48 hour tarn-around time for records management system data entry (staff shortage interfered with achieving this goal throughout the entire year). • Generated crime maps and reports which aid Department initiatives. - • Provided Gang Resistance Awareness and Education (GREAT) to 950 students, DARE - training was provided to 850 students, and summer camp was attended by 350 students. • Implemented an after-school program which serves 50 students a day, 5 days a week at Twality Middle School. - FY2008-09 Goals and Objectives: Criminal Investigations Unit • Develop new municipal code language addressing regional issues related to second hand - dealers. - • Evaluate effectiveness of Police Department's involvement with various regional task forces (annually). • Investigate all major crimes (annually). • Participate in Washington County Major Crimes Team (annually). • • Implement Commercial Crimes Unit. Property and Evidence Unit • Implement Budget Audit recommendations. • Comply with property and evidence regulations and procedures. - Records Unit Research and implement scanning technology for Records Unit. • Process reports into records management system within 24 hours of receipt. e Review and release/destroy documents as authorized. - Research, Analysis, and Planning Unit - • Conduct assessment and recommend technology for possible additions, upgrades and/or replacements. • Plan for future technology needs. • Write first drafts of reporting documents such as the strategic plan, annual reports, quarterly - reports, prepare administrative crime analysis reports. - • Provide Gantt chart documentation of the active projects to assist Administration with workload management and productivity and accountability assessment (annually). • Coordinate database application development and conversion (annually). - Community Services Page 105 City of Tigard - 2008-2009 Fiscal Year Annual Budget 420 - Police Support Services School Resource Officers & Youth Programs Manager - • Conduct DARE and GREAT training (annually). • Process all DHS referrals (annually). • Investigate school related crimes (annually). • Conduct analysis of Citywide and police youth programs (annually). • Gang Enforcement Officer Conducts outreach programs, intervention and enforcement of - gang related activity in Tigard Schools K-12. - Inspections Officer • Review every use of force report. - • Prepare annual report to Chief for Use of Force, Pursuits, Complaints and Awards; and - inspect and report on holding facility usage (annually.) - • Conduct audit of property/ evidence procedures (annually). Commercial Crimes Unit (CCU) • Review all non-Measure 11 crimes and assignments of cases not assigned to patrol. - • Conduct 700 Target Hardening Surveys of local businesses annually. - • Prepare a monthly report on crime trends in target areas. - • Develop a response plan to the top 10 priority crime trends. - • Respond to individual business concerns by conducting 12 problem solving projects - identified through crime trends and/or high calls for service. - • Develop a model for future tracking and reporting on unit effectiveness. Crime Analyst Unit • Produce a monthly report concerning problem addresses in the City of Tigard. - • Create a minimum of six crime maps per year for each of the patrol districts. - • Detect and report a minimum of six crime patterns which can be used for directed patrol - efforts. • Provide a minimum of six reports for management, elected officials and/or citizens that pertain to crime patterns and information. - • Liaison with the City's GIS coordinator. - Community Services Page 106 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 420- Police Support Services 2005-06 2006-07 2007-08 2008-09 - Workload Measures Number of cases assigned for follow-up 810.00 755.00 855.00 800.00 Number of cases cleared 430.00 345.00 470.00 400.00 - Number of reports processed (Records Unit) 8,604.00 8,199.00 9,000.00 8,700.00 - Number of training requests processed 693.00 675.00 700.00 700.00 • Effectiveness Measures - Assigned cases cleared 53.00% 46.00% 55.00% 50.00% PPDS cases entered within 48 hours 90.00% 90.00% • Full Time Equivalent Positions Assistant Chief 1.00 1.00 1.00 1.00 Police Records Supervisor 1.00 1.00 1.00 1.00 - Police Systems Specialist 0.00 0.00 0.00 1.00 - Property/Evidence Clerk 2.00 2.00 2.00 2.00 Records Specialist 6.00 6.00 6.00 6.00 Sergeant 1.00 1.00 3.00 3.00 - Program Development Specialist 0.00 1.00 1.00 1.00 - Business Manager 0.00 0.00 1.00 1.00 Business Specialist 0.00 0.00 1.00 1.00 Community Service Officer 1.00 0.00 0.00 0.00 Detective Secretary 1.00 1.00 1.50 1.50 - Lieutenant 1.00 1.00 1.00 1.00 • Management Analyst 1.00 1.00 0.00 0.00 Police Officer 11.00 12.00 16.00 16.00 Total Full Time Equivalent Positions 26.00 27.00 34.50 35.50 • Community Services Page 107 - City of Tigard 2008-2009 Fiscal Year Annual Budget - - 420- Police Support Services - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 26.00 27.00 34.50 35.50 35.50 35.50 - Personal Services Salaries-Full Time 1,341,380 1,435,078 1,950,443 2,152,651 2,152,651 2,152,651 - Salaries- Part Time 37,500 - Salaries- Temporary 75,966 47,444 73,930 73,930 73,930 - Salaries- Overtime 84,035 130,441 179,500 171,700 171,700 171,700 Incentive Pay 81,235 85,713 85,780 113,750 113,750 113,750 - Employee Benefits 687,742 757,712 948,559 1,082,208 1,082,208 1,082,208 - Total Personal Services 2,270,358 2,456,388 3,201,782 3,594,239 3,594,239 3,5941239 - Materials and Services Professional/Contractual Srvcs 650,796 667,988 750,991 735,736 735,736 735,736 Repairs & Maintenance 3,712 49 23,850 4,000 4,000 4,000 . Small Tools & Equipment 10,672 18,858 40,203 38,295 38,295 38,295 Office Supplies 70,024 69,162 68,900 62,180 62,180 62,180 Special Department Expenses 43,526 86,996 207,330 127,865 127,865 127,865 - Advertising & Publicity Dues & Subscriptions 2,655 1,288 1,815 2,370 2,370 2,370 Fees and Charges 906 1,239 870 870 870 - Travel and Training 18,005 27,656 55,807 68,253 68,253 68,253 Fuel 10,237 10,443 13,700 19,250 19,250 19,250 Rents and Leases 21,106 25,400 31,100 27,900 27,900 27,900 - Telecommunications 14,755 10,716 15,000 13,000 13,000 13,000 Insurance- Auto 15,342 15,342 15,342 Insurance- Liability 27,277 27,277 27,277 - Insurance- Flood 1,043 1,043 1,043 Insurance- Property 5,356 5,356 5,356 Computer Hardware and Software 150 4,791 41,789 49,354 49,354 49,354 - Repairs & Maint.- Facilities 38 106 2,645 2,645 2,645 Repairs & Maint.- Vehicles 13,074 29,717 34,000 34,000 34,000 Total Materials and Services 859,656 954,409 1,250,485 1,234,736 1,234,736 1,234,736 - Capital Outlay - Vehicles 94,039 120,000 75,000 75,000 75,000 - Technology 28,150 41,750 41,750 Total Capital Outlay 94,039 120,000 103,150 116,750 116,750 Division Tota 3,130,014 3,504,836 4,572,267 4,932,125 4,945,725 4,945,725 Community Services Page 108 c 0 w cn W U Q c! F V U x ~ V W H w z W O V H ~ W H ~ z ~ ~ W ~ ~ v 0 U City of Tigard 2008-2009 Fiscal Year Annual Budget - 500- Library Department Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 33.20 34.20 40.90 41.90 41.90 41.90 Budget by Category - Personal Services 1,950,012 2,018,340 2,791,612 2,906,258 2,906,258 2,906,258 - Materials and Services 462,157 518,768 640,114 840,915 842,915 842,915 Capital Outlay 45,534 110,145 110,145 110,145 Total by Category 2,412,169 2,537,108 3,477,260 3,857,318' 3,859,318 3,859,318 - Budget by Division Library Administration 330,624 310,679 362,731 430,040 432,040 432,040 - Reader Services 1,049,531 1,129,927 1,607,953 1,832,002 1;$32,002 1,832,002 - Library Technical Services 330,577 378,760 492,111 535,473 535,473 535,473 Library Circulation 701,437 717,742 1,014,465 1,059,803 1,059,803 1,059,803 - Total by Division 2,412,169 2,537,108 3,477,260 3,857,318 3,859,318 3,859,318 - Budget by Fund General Fund 2,412,169 2,537,108 3,477,260 3,857,318 3,859,318 3,859,318 - Total by Fund 2,412,169 2,537,108 3,477,260 3,857,318 3,859,318 3,859,318 - Community Services Page 110 i II City of Tigard - 2008-2009 Fiscal Year Annual Budget - 500 - Library Administration - Program Results: • The Library serves the Tigard community by promoting reading and providing materials in all formats to meet residents' informational, cultural, educational, and - recreational needs. - • The Library has adequate space for programs and services. - • Adequate funding is available for Library programs and services. • The Tigard community has a high degree of awareness of library programs and services. • Internal and external customers receive accurate and timely service. • The Library is open at times that are most convenient for the majority of users. - • The Library plays an important role in helping keep people current in a fast-paced, - information driven society. Program Description: The Tigard Library acquires, organizes and provides customer assistance in accessing materials, data, and services to meet the informational, educational, cultural and recreational needs of the community. The Library fosters life-long learning with an array of programs - and services to encourage the development of well-rounded citizens. i Library Administration oversees the operations of the library. It manages the volunteer and public information activities of the library. Although the new library building is nearly four - years old, circulation and library usage continue to rise. The passage of the countywide - operational library levy in November 2006 helped ease the impact of the growing number of users on library services and facilities by allowing the library to open more hours. Still, in calendar year 2007 the library continued to break records for circulation, library use and use - of the self-checkout machine. Both the volunteer and public information efforts were essential in helping the Library cope with the impacts of increased usage. Public information activities also helped inform the - public about changes in operations, programs and services. Library publications have helped - introduce patrons to library services. The volunteer program relied on over 175 people to provide service to the Library to help - enhance service to the public during this record-breaking year. The volunteer corps is as - diverse as our community, ranging in ages from pre-teens to seniors. Library Administration also operates as a liaison between the Friends of the Library, the - Tigard Library Foundation and Library staff. The Friends of the Library made several - generous contributions this fiscal year that allowed the library to provide a variety of reading and entertainment programs, as well as interactive artwork for the Children's Room. - Community Services Page 111 City of Tigard 2008-2009 Fiscal Year Annual Budget - 500 - Library Administration PY2007-08Accomplishments - • Restored hours twice, in July 2007 and January 2008, as a result of the passage of the - countywide operational levy in November 2006. The hours restored were the top two times most requested by the public on the library's annual survey. • Surpassed the million mark in number of items checked out in calendar year 2007. - Only three other public libraries in Washington County have achieved that goal. - • Conducted annual patron survey both in-house and in Cityscape to reach a broader audience. Offered patrons option of taking in-house survey on-line. Three computers in the library were dedicated to the survey and it was also available to take - on-line from the Internet computers in the library. - • Implemented changes in policy and operation as a result of feedback from annual - survey, such as focusing attention on the self-checkout machine, adding more hours and creating more children's programs on the weekends to allow working parents to participate more. , • Instituted a Question of the Week to better educate patrons about library services - and operations and to respond to public comments on the annual survey. This feature was available both on the Library's home page and in printed form in the library. • Continued to implement aspects of Strategic plan, opening the Local History Room - more hours, enhancing adult cultural and educational program from 50 events in 2006 to 120 events in 2007. • Increased popularity with new coffee shop vendor, who opened in October with consistent, expanded hours, including early morning hours. - • Acquired comfortable seating for the building's entryway to enhance the experience - for coffee shop patrons, library and wireless users and the general public. - • Maintained successful relationship with the Friends of the Library, who continue to raise funds through successful used book sales. The Friends ongoing book sale in the lobby broke monthly sales records. Friends' contributions also sponsored the Prime - Time Family Reading program, which provided the opportunity primarily for low- - income families to bond around reading and talking about books. Their continued support of the Cultural Pass program introduced many library users to museums, gardens and other attractions in the Portland area. - • Increased sales of Friends book bags by promoting them prominently at the - Circulation Desk. • Created eye-catching annual report to communicate 2007 accomplishments and to highlight services to the public. The report was distributed to the City Council, the Library Board, the media and also made available to library users. - • Continued to develop group volunteer events, including community groups, church - groups and student groups who devoted a day to make a difference in the library. • Continued to enhance outreach to non-native English-speaking community. Community Services Page 112 - City of Tigard • 2008-2009 Fiscal Year Annual Budget - 500 - Library Administration - • Developed publications procedure to enhance the professional look of most - publications and promotional pieces. The Library creates more than 300 publications a year. - FY2008-09 Goals and Obiectives: • Assess overall operation of the Library. • Promote the facility, collections and services to the community. - • Continue to enhance professional look of publications to communicate with public - about features and services of library. • Implement changes in programs, policies or operations based on feedback received from the annual patron survey. • Continue to work with the Friends of the Library and the Tigard Library Foundation - to generate funds in order to further support the Library. - • Develop outreach program to identify under-served populations and to attract new - users to the library. • Identify new volunteer opportunities to support Library programs and services. • Continue to implement activities identified in the Library Strategic Plan 2005-2010. • Keep pace with technological advances to enhance library operations and to offer - relevant new technology to library users. - • Implement technological innovations to allow patrons to become more self- sufficient in using the library. • Develop joint partnerships with local agencies to maximize use of resources. ~I - Community Services Page 113 City of Tigard 2008-2009 Fiscal Year Annual Budget - 500- Library Administration - 2005-06 2006-07 2007-08 2008-09 Workload Measures - Population served (includes non-City residents) 69,000.00 65,310.00 66,610.00 68,608.00 Annual visits 380,000.00 400,000.00 432,000.00 467,000.00 Number of volunteer hours per year 16,000.00 15,000.00 16,000.00 17,500.00 Value of volunteer hours 220,000.00 275,000.00 304,000.00 340,000.00 - Effectiveness Measures - Patrons who rate overall service as good or excellent 90.00% 90.00% 95.00% 95.00% - Volunteers rating their experience as satisfying 93.00% 95.00% 95.00% 95.00% Increase in annual circulation 30.00% 30.00°). 20.00.% 20.00% Weekly hours open 54.00 55.00 66.00 66.00 Full Time Equivalent Positions Executive Confidential Assistant 0.00 0.00 1.00 1.00 Library Director 1.00 1.00 1.00 1.00 - Senior Administrative Specialist 1.00 1.00 0.00 0.00 - Senior Management Analyst 0.50 0.50 0.50 0.50 Volunteer Coordinator 0.80 0.80 0.80 0.80 Total Full Time Equivalent Positions 3.30 .3.30 3.30 3.30 Community Services Page 114 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 500- Library Administration - Actual Actual Revised Proposed Approved Adopted . 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Number of Positions 3.30 3.30 3.30 3.30 3.30 3.30 - Personal Services Salaries- Full Time 211,253 194,213 214,764 225,141 225,141 225,141 Employee Benefits 71,377 60,387 80,400 78,277 78,277 78,277 - Total Personal Services 282,630 254,600 295,164 303,418 303,418 303,418 - Materials and Services - Professional/Contractual Srvcs 2,358 1,668 1,460 2=900 2,900 2,900 Legal Expenses 3,000 3,000 3,000 - Repairs & Maintenance 5,281 3,475 7,795 8,475 8,475 8,475 Small Tools & Equipment 662 799 1,000 1,000 1,000 1,000 Office Supplies 23,149 26,640 27,860 32,200 34,200 34,200 - Special Department Expenses 2,708 2,756 4,692 4,120 4,120 4,120 - Advertising & Publicity 1,342 3,594 3,390 340 340 340 Dues & Subscriptions 900 927 1,945 1,715 1,715 1,715 - Fees and Charges 35 905 - Travel and Training 6,725 9,185 6,948 6,915 6,915 6,915 Rents and Leases 4,055 3,843 4,900 5,000 5,000 5,000 - Telecommunications 293 1,463 1,500 1,600 1,600 1,600 Insurance- Liability 2,951 2,951 2,951 Insurance- Flood 113 113 113 - Insurance- Property 3,893 3,893 3,893 Computer Hardware and Software 486 824 877 4,400 4,400 4,400 Total Materials and Services 47,994 56,079 62,367 78,622 80,622 80,622 Capital Outlay Equipment 5,200 - Technology 48,000 48,000 48,000 - Total Capital Outlay 5,200 48,000 48,000 48,000 - Division Tota 330,624 310,679 362,731 430,040 432,040 432,040 - Community Services Page 115 City of Tigard 2008-2009 Fiscal Year Annual Budget - 510 - Reader Services Program Results: - • Patrons will receive accurate, timely, and courteous reference service. - • Patrons will be assisted in the basic use of library materials in all formats, including electronic resources. • Through conscientious and responsive selection, patrons will be provided with materials that - reflect their needs and interests. - • Programs that meet the needs and interests of children, young adult, and adult and patrons will be provided. Program Description: - Readers Services is responsible for selecting and managing all Library materials, providing professional assistance using the Library's collections and electronic resources, accessing additional resources through interlibrary loan, and providing children's, young adult, adult, and - intergenerational programming to enhance lifelong learning and recreational experiences. - FY2007-08 Accomplishments: • The Youth Services staff continued to draw masses to the library with exciting programs - including Kids' Book Club, Spring & Winter Break Crafts and Movies, Dogs & Tales, Teen GameFests & Movie Nights, and seven or more busy story times each week. New programs this year include the popular Teen Anime Club and Team READ, a book discussion group - for fourth and fifth graders that will debut in February, 2008. As of December, 2007, we've - reached over 8,500 kids, teens and caregivers this fiscal year, a 10 percent increase over last year. • In order to provide higher quality early literacy experiences, we divided our story times into smaller age groups in September, 2007, including Book Babies, Fun for Ones, Toddler Time - and Preschool Story Time. Due to the popularity of our programs for one- and two-year- - olds, we added a second Toddler Time session in September, 2007, and a second Fun for Ones session in January, 2008. We also increased our evening Pajama Story Time and Spanish Story Time from monthly to weekly programs at the beginning of the fiscal year, - allowing more working families to enjoy library programs. Parents have been appreciative of - our expanded offerings, and attendance has remained high, with an average of 35 people at each story time. • The 2007 Summer Reading Program was a rousing success with 1,736 (24% increase from - 2006) kids registered for "Get a Clue @ Your Library" and 498 teens (a 16% increase) - registered for "You Never Know @ Your Library." 265 people participated in the adult version of the Summer Reading Program (250% increase over the previous year) and submitted 1,115 reading logs (420% more than last year). Community Services Page 116 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 510 - Reader Services - • Juvenile and Young Adult collections continued to reflect the public's desire for "Current - Topics and Titles", with continued focus on areas such as Juvenile Graphic Novels, Young Adult Music, Early Readers, and Juvenile DVDs, and the introduction of a new juvenile World Languages Collection. Circulation records continue to be broken on a regular basis, - and we often hear comments from the public about the quality and responsiveness of our - collection. • Youth Services staff has already visited with hundreds of students, teachers and parents this school year as a result of our enhanced outreach program. In their new roles as school liaisons, our youth services librarians have been invited to talk about the library at events - such as Head Start parent meetings, spring carnivals, and even a Jammies and Books Night. - • A Programming Plan for Adult Services has been further developed to guide the selection of adult programs and ensure that these program are fulfilling four areas of the Library's Strategic Plan: Current Topics and Titles; Cultural Awareness; Information Literacy; and, - Serving as a Commons meeting area. - • Adult Services is currently offering three Book Discussion groups, one in the morning, one • in the evening, and one concentrating on Mysteries. • Three different movie series were shown at the Library during the summer, with over 500 people attending nine movies in July and August alone. A Winter Break Festival featured 13 - more movies attended by almost 600 people. - • Sixteen computer-related classes are being offered each month, ranging from "Computer Skills for Beginners" and "Doing Research on the Web" to "Word", "Excel", and "PowerPoint". 239 computer classes were offered in 2007 as compared with 131 classes in 2006 (82% increase) and 1,009 attendees in comparison with 887 in 2006. - • Programs targeting seniors and non-native English-speaking populations as well as those - focusing on our historical heritage were especially well-received, with audiences as large as over eighty people. Adult cultural and education programming increased from 50 events attended by 1,252 people in 2006 to 120 events attended by 2,349 people in 2007. • Music programming was reintroduced at the library, with four major adult programs - between July and December of 2007 that attracted 262 people. • The number of computers increased from 65 to 83 that are provided and supported for public access to library databases, the Internet, and personal productivity software. • Wireless computer access was popular with patrons with 5,359 hours of use logged between July and December of 2007. - • Open hours for the Local History Room were expanded from 2 to 4 per week, and a - number of projects have been undertaken, including the development of indices for local obituaries and other print resources. • The Library developed a partnership with Centro Cultural and re-invigorated its community - partnerships with the Tigard Historical Association and the Tualatin RiverKeepers. - • The map collection was renewed and expanded. - Community Services Page 117 City of Tigard 2008-2009 Fiscal Year Annual Budget - 510 - Reader Services • The Library reached out to the homebound through its Friendly Visitor Program and - partnered with Meals-on-Wheels to deliver books. In addition, program information packets - were mailed to senior and community centers. • A new Reference Assistant position was implemented in Adult Services to more efficiently handle the growing number of technical and non in-depth information questions received at the adult reference desk. - • In partnership with AARP, tax assistance was provided to 197 individuals in 2007 as . compared to 138 in 2006 (43% increase). • The number of tests proctored rose from 42 in 2006 to 54 in 2007 (29% increase). • Displays were provided throughout the year ranging from exhibits on book art and the atomic age to the Civil War and historic Tigard. - FY2008-09 Goals and Obiectives: • Develop and implement a schedule for sufficient, appropriate, and stable staffing at all service desks (adult, young adult, and children's) to accommodate restored hours. - • Expand use of "Reference Assistants" to handle technical and less sophisticated reference - inquiries. • Provide outreach to schools and senior citizens contemplated in the Library's Strategic Plan. • Review online reference sources for all ages and participate in the final WCCLS decisions regarding the selection of additional databases. - • Through responsive and conscientious selection and collection maintenance, patrons will be - provided with materials that reflect their needs and interests. A significant increase in activity and acquisition will address voters' expectations with the passage of the WCCLS levy. - • Develop an expanding program agenda to offer more computer applications offerings, more - advanced computer applications offerings, and additional content-based Internet workshops. • Prepare a framework for a comprehensive and coherent Collection Development Plan. Establish a clear statement re: Ready Reference & General Reference and develop an expanded World Languages collection (both adult and juvenile) as determined by Tigard's - community profile. - • Continue the development and implementation of a division staff training program and professional development opportunities. The initial focus will be on collection development operations. Training in publications excellence and increasing facility in the use of an expanding number of databases will complement work on collection development. - Community Services Page 118 - I - City of Tigard 2008-2009 Fiscal Year Annual Budget 510- Readers Services 2005-06 2006-07 2007-08 2008-09 Workload Measures Service interactions 78,581.00 71,526.00 73,956.00 76,175.00 - Computer classes attendance 669.00 965.00 985.00 1,034.00 - Public computer user sessions 108,133.00 115,525.00 123,611.00 132,265.00 Interlibrary loan transactions 2,006.00 1,552.00 2,095.00 2,200.00 Youth Services programs 384.00 433.00 573.00 499.00 Youth Services programs attendance 11,990.00 20,797.00 22,321.00 23,437.00 - Summer reading program registrants 1,805.00 1,745.00 6,000.00 2,258.00 - Contacts with children in school and childcare 1,883.00 5,973.00 6,000.00 6,500.00 Adult programs 37.00 79.00 85.00 90.00 Adult programs attendance 1,009.00 2,264.00 3,584.00 4,000.00 - Computer classes 84.00 197.00 200.00 210.00 - Effectiveness Measures - Increase in service interactions 1.00% -9.00% 3.00% 3.00% - Increase in Youth Services program attendance -21.00% 73.00% 7.00% 5.00% Increase in Summer Reading program participation 78.00% -3.00% 4.00% 5.00% Increase in Adult Services program attendance 124.00% 58.00% 12.00% - Increase in computer class attendance 125.00% 44.00% 1.00% 5.00% - Increase in public computer use 42.00% 7.00% 7.00% 7.00% Library patrons who rate reference service 96.50% 97.00% 97.00% 97.00% good/excellent Full Time Equivalent Positions - Librarian 6.70 6.70 9.20 9.20 - Library Division Manager 1.00 1.00 1.00 1.00 - Library Services Supervisor 2.00 2.00 2.00 2.00 Senior Librarian 1.00 1.00 1.00 1.00 Senior Library Assistant 1.50 1.50 2.00 2.50 Total Full Time Equivalent Positions 12.20 12.20 15.20 15.70 • Community Services Page 119 City of Tigard 2008-2009 Fiscal Year Annual Budget - 510- Reader Services Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 12.20 12.20 15.20 15.70 15.70 15.70 - Personal Services - Salaries- Full Time 399,342 448,694 755,536 553,687 553,687 553,687 Salaries-Part Time 97,321 88,684 38,366 259,185' 259,185 259,185 - Salaries- Temporary 25,837 29,611 39,888 39,888 39,888 - Salaries- Overtime 27 Employee Benefits 163,997 161,738 315,503 315,365: 315,365 315,365 - Total Personal Services 686,497 728,754 1,109,405 1,1681125 1,168,125 1,168,125 - Materials and Services - Professional/Contractual Srvcs 10,693 10,292 20,142 30,127 30,127 30,127 Small Tools & Equipment 609 590 590 590 Office Supplies 2,049 1,990 8,217 5,424 5,424 5,424 - Special Department Expenses 6,473 9,232 10,559 17,726 17,726 17,726 Advertising & Publicity 2,070 2,117 2,560 3,950 3,950 3,950 Dues & Subscriptions 1,389 1,868 3,150 2,725 2,725 2,725 - Travel and Training 350 6,320 5,703 5,703 5,703 Insurance- Liability 14,488 14,488 14,488 Insurance- Flood 554 554 554 - Insurance- Property 19,445 19,445 19,445 Computer Hardware and Software 9,105 9,105 9,105 - Books & Circulation Materials 340,010 375,674 446,991 514,040 514,040 514,040 - Total Materials and Services 363,034 401,173 498,548 623,877 623,877 623,877 - Capital Outlay Technology 40,000 40,000 40,000 Total Capital Outlay 40,000 40,000 40,000 Division Tota 1,049,531 1,129,927 1,607,953 1,832,002 1,832,002 1,832,002 Community Services Page 120 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 520 - Technical Services - Program Results: - • Materials are made quickly available to the public. • Bibliographic and item records are an accurate representation of the materials allowing the public to find items they require through the catalog. - • Materials are processed consistently and accurately to allow longevity and easy searching on - the shelf. Program Description: - The Technical Services Division orders, receives, catalogs, processes, maintains Tigard Public Library holdings in the countywide catalog, and mends all items for the library collection. - FY2007-08 Accomplishments: - Between July and December 2007, Technical Services staff placed orders for 15,536 materials, added 13,623 new items, mended 1,202 items, withdrew 6,805 items and added 5,080 bibliographic records to the Washington County Cooperative Library System (WCCLS) shared catalog. The average - number of days to place an order was 4.11 and the average number of days to process new materials was 30.67 keeping us within our goal for the year. The Division completed adding security strips to the DVDs already in the collection and continues - to add them to the new materials. The Fantasy and Science Fiction collection has been updated with appropriate labeling to allow patrons to quickly determine whether an item is from one genre or the other. All new Fantasy and Science Fiction items are continuing to receive the appropriate labeling. The new JWorld collection was created and items were moved and added to it. This collection • consists of juvenile items in all languages except English and Spanish. FY2008-09 Goals and Objectives: - • Maintain average cataloging time for new materials at 30 days or less. - • Maintain average time for placement of orders at 5 days or less. • Increase efficiencies in the department to keep up with the increase in items being purchased. • Assist in the implementation Library Strategic Plan activities targeted for FY 2008-09. • Increase the use of volunteers for processing of new library materials. Community Services Page 121 City of Tigard 2008-2009 Fiscal Year Annual Budget 520- Technical Services 2005-06 2006-07 2007-08 2008-09 Workload Measures - Orders placed 21,987.00 24,324.00 31,000.00 36,000.00 Orders received 22,714.00 24,016.00 29,000.00 33,000.00 - New titles added to catalog 8,444.00 10,444.00 10,500.00 12,200.00 - New items added 26,356.00 29,681.00 30,000.00 34,000.00 - Materials withdrawn 14,890.00 13,870.00 1.7,000.00 20,000.00 Effectiveness Measures - Avg number of days between orders submitted and 2.50 2.93 3.00 5.00 placed Avg number of days between order received and 36.00 42.83 35.00 30.00 - circulation Staff rating services provided by Tech Serv as good/exc 100.00% 100.00% 100.00% 100.00% - Full Time Equivalent Positions Librarian 0.00 0.50 0.50 1.00 - Library Aide 0.50 0.50 1.00 0.50 - Library Assistant 1.20 1.20 1.40 1.90 - Library Services Supervisor 1.00 1.00 1.00 1.00 Senior Library Assistant 2.00 2.00 2.50 2.00 Technical Services Coordinator 1.00 1.00 1.00 1.00 - Total Full Time Equivalent Positions 5.70 6.20 7.40 7.40 • Community Services Page 122 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 520- Library Technical Services • Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 5.70 6.20 7.40 7.40 7.40 7.40 - Personal Services Salaries- Full Time 186,755 190,613 313,434 246,266 246,266 246,266 Salaries- Part Time 51,254 68,009 78,291 ' 78,291 78,291 - Employee Benefits 65,099 75,565 118,311 126,040 126,040 126,040 • Total Personal Services 303,108 334,187 431,745 450,597 450,597 450,597 - Materials and Services Professional/Contractual Srvcs 14,736 15,618 32,922 35,650 35,650 35,650 Office Supplies 12,658 28,880 25,230 26,772 26,772 26,772 - Special Department Expenses 9 9 9 9 Advertising & Publicity 600 630 630 630 - Dues & Subscriptions 75 75 75 85 85 85 - Travel and Training 1,530 3,280 3280 3,280 Insurance- Liability 6,618 6,618 6,618 - Insurance-Flood 253 253 253 - Insurance- Property 8,729 8,729 8,729 Computer Hardware and Software 2,850 2,850 2,850 - Books & Circulation Materials - Total Materials and Services 27,469 44,573 60,366 84,876 84,876 84,876 - Division Tota 330,577 378,760 492,111 535,473 535,473 535,473 - Community Services Page 123 City of Tigard 2008-2009 Fiscal Year Annual Budget - 530 - Circulation Program Results: - • Patrons will receive library materials in a timely and accurate manner. • Patrons will receive courteous, respectful, and helpful service from Circulation staff. • Patrons will be able to access library materials easily through accurate and timely check-in and shelving. - • Patrons are afforded the ability to be self-sufficient in checking out their own materials and - accessing their account online in order to renew items and place requests for items to be held for them. • Patrons are self-sufficient in skills necessary to find, evaluate and use all types of information. - • Patrons receive accurate information about using the library. - Program Descri)2tion: The Circulation Division of the Library is responsible for checking materials in and out; answering - users' questions about library facilities and programs; shelving all Library materials; renewing materials; collecting fines; issuing new library cards; reconciling patron records; answering the phone at the Entry Point and routing calls to their appropriate destination; and answering general - questions. Circulation staff tracks down and retrieves lost and missing items and maintains accurate - patron records on WILInet, the countywide library database. Circulation staff is also responsible for the processing of patrons' holds requests. In addition, Circulation staff handles materials donated to the Library. The Circulation Desk is often the patron's first and last contact with Library staff. Strong customer service is a vital aspect of Circulation operations. Circulation staff promotes Library programs verbally and by distributing written materials. Circulation staff is often involved in helping patrons learn how to use the WILInet computers to search the catalog and place holds. Circulation staff also - shows patrons how to use the self-checkout machine. .FY2007--08 Accomplishments: • Circulation staff was actively involved in library-wide efforts to implement and promote library programs. • Further expanded an on-going training program for check-in and shelving staff and volunteers taught by Circulation staff. - • Handled a record number of checkouts, check-ins, and infra-library materials. - • Interacted with a record number of library visitors. - • Improved workflow and procedures for taking Friends of the Library monies. • Implemented new re-shelving plan and streamlined existing procedures to reach the goal of re-shelving returned items within 24 hours. Community Services Page 124 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 530 - Circulation - FY2008-09 Goals and Obiectives: - • Maintain pace with technological advances; replacing existing equipment as necessary. • Continue to evaluate efficient utilization of available staff and space, acknowledging changing staffing needs due to annual increase in library usage and the restoration of open • hours made possible by passage of the WCCLS Operating Levy in November 2006. - • Provide excellent customer service by adapting best practices in library Circulation service. • Anticipate and research future technological advances such as RFID which may require present planning and necessitate phasing out some current technologies. • Assist in the implementation Library Strategic Plan activities targeted for FY 2008-09. • Continue to increase use of volunteers for shelving, working at the Library's entry point, and - performing a variety of other tasks. Community Services Page 125 • City of Tigard 2008-2009 Fiscal Year Annual Budget - 530- Library Circulation 2005-06 2006-07 2007-08 2008-09 Workload Measures Materials checked out per year 850,000.00 925,002.00 1,092,889.00 1,202,178.00 Yearly check out per staff member 70,833.00 692.00 77,510.00 82,341.00 Materials checked in per year 722,500.00 734,832.00 811,521.00 892,673.00 - Materials checked out per week 16,346.00 17,664.00 21,017.00 23,119.00 - Materials checked in per week 13,894.00 14,131.00 15,606.00 17,167.00 Materials renewed per week 3,923.00 3,886.00 4,727.00 5,199.00 Library cards issued per week 110.00 130.00 116.00 117.00 - Materials checked out per week on self-checkout 981.00 1,300.00 2,942.00 4,393.00 - machine Materials shelved per week 13,894.00 14,131.00 15,606.00 17,167.00 Intralibrary loans per week (crates) 123.00 125.00 166.00 183.00 - Effectiveness Measures Materials checked out on self-checkout machine 6.00% 10.00% 14.00% 19.00% - Materials returned to shelf within 48 hours 85.00% 85.00% 90.00% 92.50% - Check out counter service rating as good or excellent 96.20% 91.00% 97.00% 97.00% _ Full Time Equivalent Positions Circulation Supervisor 2.00 -2.00 2.00 2.00 Library Aide 0.00 0.00 0.00 1.50 Library Assistant 7.60 8.10 10.60 9.60 - Library Division Manager 1.00 1.00 1.00 1.00 - Senior Library Assistant 1.40 1.40 1.40 1.40 Total Full Time Equivalent Positions 12.00 12.50 15.00 15.50 - Community Services Page 126 City of Tigard 2008-2009 Fiscal Year Annual Budget - 530- Library Circulation • Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 12.00 12.50 15.00 15.50 15.50 15.50 - Personal Services Salaries- Full Time 311,162 311,233 699,942 358,578 358,578 358,578 Salaries- Part Time 146,805 149,665 271,242 271,242 271,242 - Salaries- Temporary 57,652 85,397 108,314 108,314 108,314 Salaries-Overtime 509 798 500 1,100 1,100 1,100 Incentive Pay 1,300 1,300 1,300 - Employee Benefits 161,649 153,706 254,856 243,584 243,584 243,584 - Total Personal Services 677,777 700,799 955,298 984,118 984,118 984,118 - Materials and Services Professional/Contractual Srvcs 4,445 5,075 5,500 6,100 6,100 6,100 Small Tools & Equipment 8,352 4,505 4,505 4,505 - Office Supplies 2,401 1,479 1,735 2,895 2,895 2,895 Special Department Expenses 28 129 150 150 150 150 Dues & Subscriptions 90 90 60 60 60 - Travel and Training 86 3,006 3,000 3,000 3,000 Rents and Leases 16,696 10,174 - Insurance- Liability 14,309 14,309 14,309 - Insurance- Flood 547 547 547 Insurance-Property 18,874 18,874 18,874 - Computer Hardware and Software 3,100 3,100 3,100 - Total Materials and Services 23,660 16,943 18,833 53,540 53,540 53,540 - Capital Outlay - Equipment 40,334 22,145 22,145 22,145 Total Capital Outlay 40,334 22,145 22,145 22,145 - Division Tota 701,437 717,742 1,014,465 1,059,803 1,059,803 1,059,803 - Community Services Page 127 City of Tigard 2008-2009 Fiscal Year Annual Budget - 590-Social Service /Community Events - Each year, the City appropriates funds to support Social Service and Community Event - activities that assist or benefit Tigard citizens. Community organizations are invited to - submit requests in January of each year. A subcommittee of the Budget Committee meets to review Social Service requests and to recommend funding in the Proposed Budget. Community Event requests are reviewed informally by the Council. The Adopted Budget - presents the results of both reviews. - The Budget Committee policy is to set total events and social service appropriations at 0.5% of the prior years operating budget. The policy limit for fiscal year TY) 2008-09 is $196,870. - Also, the City budgets three set asides within this appropriation in addition to the target - amount for grants: the Housing Program "emergency fund" to assist occupants of housing declared to be unsafe; the Affordable Housing Set-Aside to assist providers of low-income housing; and the Residential Services Agency Emergency Set-Aside to assist agencies that - provide emergency food and housing to those in need. - The City received $300,750 in grant requests for community events and social services for FY 2008-09. The Adopted Budget includes a total of $168,150 for these grants, plus $26,000 for the three set-asides. - In addition to direct grants, some of the grant recipients also receive in-kind services from the City. These services range from provision of a building and its operating costs for the Loaves and Fishes/Tigard Senior Center to Tigard Public Works and Police overtime to - support community events. These in-kind services are budgeted in departmental budgets and are estimated to cost about $200,000 per year. Community Events Page 128 - City of Tigard 2008-2009 Fiscal Year Annual Budget 590 - Social Services 591- Community Events 590 Social Services Agency Name - Affordable Housing Set-aside $10,000 - Community Action Organization $5,000 - Domestic Violence Resource Center $4,000 Good Neighbor Center $15,000 Housing Program Emergency Fund $10,000 LifeWorks NW $20,000 Loaves & Fishes/Tigard Senior Center $26,000 - Luke Dorf Inc $25,000 - Rebuilding Together Washington County $2,500 • Residential Serv. Agency Set-aside $6,000 Retired & Senior Volunteer Program $500 Sexual Assault Resource Center $6,000 Tigard Tualatin Family Resource Center $5,500 $140,000 - 591 Community Events Agency Name - Atfalati Recreation District $5,000 - Broadway Rose $35,000 City of Tigard Dog Park $400 Family Week $8,750 Festival of Balloons $10,000 Tigard 4th of July $10,000 - Tigard High Graduation Night Alcohol Party $2,000 - Tigard Historical Association $1,000 - Tigard Playschool 50th Anniversary $4,000 Tualatin Valley Community Band $1,000 Tualatin Riverkeepers $2,000 $79,150 - Corruntunty Events Page 129 ~t 1 • • PUBLIC WORKS PROGRAM • • • • Public \ orks Organization Chart 130 131 • 1 -xpcnditure/FTE Summary • Public Works • • Public Works Administration 134 • Parks and Grounds 138 • Street 'Maintenance 142 • Fleet Maintenance 146 • Property Management 149 Water 153 • Sanitary Sewer 158 Stormwater 162 • • • • • • • • • • • • • • • • • • • • • • • • • • • t1 i • • • • • • • • • • • • • • PUBLIC WORKS • • ADMINISTRATION FLEET MAINTENANCE • • SANITARY SEWER PROPERTY MANAGEMENT • • STORMWATER PARKS AND GROUNDS • • • STREET MAINTENANCE WATER • • • • • • • • • • • • • • • • Public Works Page 130 • • City of Tigard 2008-2009 Fiscal Year Annual Budget - Public Works Program The Public Works Program encompasses the Public Works Department, and includes the maintenance of - the City's infrastructure (roads, parks, grounds, and City buildings as well as provision of water, sanitary sewer, and stormwater services). The FY 2008-09 budget shows no increase in positions for the Public Works Department from the FY - 2007-08 Adopted Budget. There was staff movement within the divisions under Public Works through the year however. Sanitary Sewer is down 2.00 FTE while both Property Management and Stormwater are up 1.00 FTE. This reallocation of FTE among the divisions better reflects the current departmental and City needs. . Public Works Page 131 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 60- Public Works Program Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 62.10 62.10 61.10 61.10 61.10 61.10 - Budget by Category - Personal Services 3,879,891 4,078,990 4,721,628 4,827,098 4,827,098 4,827,098 Materials and Services 5,899,915 5,002,523 6,387,906 7,097,968 7,097,968 7,097,968 - Capital Outlay 201,549 669,744 743,600 1,280,733 1,350,093 1,350,093 - Total by Category 9,981,355 9,751,257 11,853,134 13,205,799 13,275,159 13,275,159 - Budget by Division - Public Works Administration 668,539 733,444 875,139 1,286,210 1,286,210 1,286,210 Parks and Grounds 989,940 1,026,235 1,332,927 1,346,643 1,353,443 1,353,443 Street Maintenance 615,088 623,329 876,537 1,110,064 1,110,064 1,110,064 • Fleet Maintenance 193,901 182,763 199,870 194,067 194,067 194,067 Property Management 885,206 903,559 1,186,457 1,259,504 1,259,504 1,259,504 Water 5,306,736 4,521,476 5,673,872 6,094,783 6,119,263 6,119,263 - Sanitary Sewer 559,831 835,000 857,311 739,489 763,969 763,969 Stonnwater 762,114 925,451 851,021 1,175,039 1,188,639 1,188,639 Total by Division 9,981,355 9,751,257 11,853,134 13,205,799 13,275,159 13,275,159 - Budget by Fund General Fund 2,273,567 2,383,008 3,084,603 3,742,917 3,749,717 3,749,717 - Fleet/Property Management Fund 1,079,107 1,086,322 1,386,327 1,453,571 1,453,571 1,453,571 - Sanitary Sewer Fund 559,831 835,000 857,311 739,489 763,969 763,969 Stormwater Fund 762,114 925,451 851,021 1,175,039 1,188,639 1,188,639 - Water Fund 5,306,736 4,521,476 5,673,872 6,094,783 6,119,263 6,119,263 - Total by Fund 9,981,355 9,751,257 11,853,134 13,205,799 13,275,159 13,275,159 • Public Works Page 132 • • City of Tigard 2008-2009 Fiscal Year Annual Budget - 600- Public Works Department • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Number of Positions 62.10 62.10 61.10 61.10 61.10 61.10 - Budget by Category - Personal Services 3,879,891 4,078,990 4,721,628 4,827,098 4,827,098 4,827,098 - Materials and Services 5,899,915 5,002,523 6,387,906 7,097,968 7,097,968 7,097,968 Capital Outlay 201,549 669,744 743,600 1,280,733 1,350,093 1,350,093 • Total by Category 9,981,355 9,751,257 11,853,134 13,205.,799-! 13,275,159 13,275,159 - Budget by Division • Public Works Administration 668,539 733,444 875,139 1,246,210 1,286,210 1,286,210 - Parks and Grounds 989,940 1,026,235 1,332,927 1,346,643 1;353,443 1,353,443 Street Maintenance 615,088 623,329 876,537 1,110,064 1,110,064 1,110,064 • Fleet Maintenance 193,901 182,763 199,870 194,067 194,067 194,067 • Property Management 885,206 903,559 1,186,457 1,259,504 1,259,504 1,259,504 Water 5,306,736 4,521,476 5,673,872 6,094,783 6,119,263 6,119,263 • Sanitary Sewer 559,831 835,000 857,311 739,489 763,969 763,969 - Stormwater 762,114 925,451 851,021 1,175,039 1,188,639 1,188,639 Total by Division 9,981,355 9,751,257 11,853,134 13,205,799 13,275,159 13,275,159 • • Budget by Fund - General Fund 2,273,567 2,383,008 3,084,603 3,742,917 3,749,717 3,749,717 Fleet/Property Management Fund 1,079,107 1,086,322 1,386,327 1,453,571 1,453,571 1,453,571 • Sanitary Sewer Fund 559,831 835,000 857,311 739,489 763,969 763,969 - Stormwater Fund 762,114 925,451 851,021 1,175,039 1,188,639 1,188,639 Water Fund 5,306,736 4,521,476 5,673,872 6,094,783 6,119,263 6,119,263 • Total by Fund 9,981,355 9,751,257 11,853,134 13,205,799 13,275,159 13,275,159 • • • • • • • • • • • • • • • • • Public Works Page 133 • • • City of Tigard - 2008-2009 Fiscal Year Annual Budget 600 - Public Works Administration - Program Results: The PW Administration Division: - • Provides leadership and management in support of the city's strategic plans /objectives and the - Public Works Department's mission and values. • Is responsible for the city's Emergency Management Program. This program trains staff to operate the city's Emergency Operations Center. The Division also coordinates and conducts Community - Emergency Response Team (CERT) training and 72-hour emergency preparedness training for - citizen volunteers. - • Administers communication, such as Cityscape articles, press releases, communication plans, etc., for the various Divisions within the Department. - Program Description: The Public Works Department maintains and operates all of the city's major infrastructure systems: parks, streets, sanitary sewers, storm drainage, water, facilities, and fleet. These systems are funded as follows: • Maintenance operations of sanitary sewer and storm drainage systems are funded by the collection of sewer and storm drainage charges. - • Street maintenance is funded through a combination of gas taxes and the General Fund. - • Park maintenance is primarily funded by property taxes. - • Fleet and facilities activities are funded through charges to city operations. • Water system maintenance and operations are funded primarily by water customers. • The Public Works Department proudly provides stewardship over the city's water, sanitary sewer, storm drainage, streets, fleet, buildings, and park services in a safe, efficient, courteous, and - professional manner. F'Y2007-08 Accomp&hments: • * Provided staff support and resources to enable each division within the Public Works Department - to meet its objectives. • Oversaw the preparation and implementation of each Division's budget. • Developed and conducted initial and refresher training for 81 city staff to effectively operate the Emergency Operations Center and participated in the first frill-scale, multi-jurisdictional emergency - exercise. - • Continued to improve the Community Emergency Response Team (CERT) Program. Trained and - equipped 25 city staff as well as citizen volunteers in CERT operations and 72-hour emergency preparedness. This training enables participants to help themselves, their neighbors, and their community in the event of an emergency. - • Represented Tigard in regional water provider meetings in order to obtain a long-term water source. - • Implemented customer satisfaction survey for department-wide services. • Partnered with the Office of Consolidated Emergency Management for Washington County. - Public Works Page 134 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 600 - Public Works Administration i • Continued to conduct training and completed federally mandated compliance measures of National - Incident Management System for select "first responder" staff. - • Completed the city's Natural Hazard Mitigation Plan Addendum. This document contains resources and information for residents, public and private sector organizations, and others interested in planning for natural hazards. FY2008-09 Goals and Objectives: - • Provide staff support and resources to enable each division to meet its objectives. • Oversee the preparation and implementation of each division's budget. • Support and implement the citywide enterprise geographic information system (GIS). - • Continue to improve the use of the asset management/work order system, and explore other - potential software solutions for these needs. - • Continue implementation and participation in the city's Emergency Management Training Plan and participate in county-level exercises. • Continue to recruit citizen volunteers and city staff to participate in the city's CERT program and - coordinate the enhancement training plan. - • Continue to implement a 72-hour emergency preparedness training program for citizen volunteers. - • Continue membership and participation in the Office of Consolidated Emergency Management for Washington County. Public Works Page 135 • City of Tigard - 2008-2009 Fiscal Year Annual Budget 600- Public Works Administration 2005-06 2006-07 2007-08 2008-09 - Workload Measures Training sessions provided citizens in 72 hr 4.00 10.00 4.00 4.00 preparedness - Number of citizens trained in CERT program 30.00 66.00 120.00 160.00 - Customer service satisfaction surveys mailed 250.00 460.00 500.00 500.00 - Effectiveness Measures Number of CERT's maintained through enhanced 0.00 4.00 6.00 6.00 training - Number of citizens trained in 72 hour preparedness 200.00 250.00 650.00 800.00 - truing Annual avg customer service rating (for all PW services) 75.00% 94.00% 95.00% 95.00% - Full Time Equivalent Positions Public Works Director 1.00 1.00 1.00 1.00 Senior Administrative Specialist 1.00 1.00 1.00 1.00 - Program Development Specialist 1.00 1.00 1.00 1.00 - Volunteer Coordinator 0.25 0.25 0.25 0.25 Administrative Specialist 11 1.60 1.60 1.60 1.60 Assistant Public Works Director 1.00 1.00 1.00 1.00 - Confidential Executive Assistant 1.00 1.00 1.00 1.00 - Hansen Coordinator 0.00 0.00 1.00 1.00 Management Analyst 1.00 1.00 1.00 1.00 - Total Full Time Equivalent Positions 7.85 7.85 8.85 8.85 - Public Works Page 136 City of Tigard 2008-2009 Fiscal Year Annual Budget 600- Public Works Administration - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 7.60 7.60 8.85 8.85 8.85 8.85 - Personal Services - Salaries- Full Time 373,768 409,059 512,218 513,265 513,265 513,265 Salaries- Part Time 26,368 29,372 25,502 25,502 25,502 Salaries- Temporary 2,494 1,652 2,000 A: 2,000 2,000 - Salaries- Overtime 1,925 2,500 2,500 2,500 2,500 Employee Benefits 151,882 168,933 213,035 213,361 213,361 213,361 Total Personal Services 556,437 609,016 727,753 756,628 756,628 756,628 - Materials and Services - Professional/Contractual Srvcs 38,682 8,333 15,300 20,600 20,600 20,600 - Legal Expenses 5,000 5,000 5,000 Repairs & Maintenance 1,200 - Small Tools & Equipment 649 23,181 528 804 804 804 - Office Supplies 12,161 11,262 15,000 13,000 13,000 13,000 Special Department Expenses 18,381 5,641 15,288 16,075 16,075 16,075 - Advertising & Publicity 1,183 700 750 750 750 - Dues & Subscriptions 27,907 36,353 42,652 47,700 47,700 47,700 Fees and Charges 1,636 360 360 360 - Travel and Training 8,620 8,422 21,724 14,300 14,300 14,300 Fuel 618 1,706 2,650 3,000 3,000 3,000 Telecommunications 3,565 4,653 7,344 7,500 7,500 7,500 - Insurance- Auto 1,334 1,334 1,334 Insurance- Liability 7,915 7,915 7,915 Insurance- Flood 303 303 303 - Insurance- Property 1,016 1,016 1,016 Computer Hardware and Software 21,393 25,000 38,725 38,725 38,725 Repairs & Maint, Vehicles 336 1,848 1,200 1,200 1,200 - Total Materials and Services 112,102 124,428 147,386 179,582 179,582 179,582 - Capital Outlay Technology 350,000 350,000 350,000 - Total Capital Outlay 350,000 350,000 350,000 W Division Tota 668,539 733,444 875,139 1,286,210 1,286,210 1,286,210 Public Works Page 137 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 610 - Parks and Grounds - Program Results: The Parks & Grounds Division ensures the city's park and greenway system: • Is safe, clean, and well maintained. - • Is aesthetically pleasing and hospitable to users. - • Expands through the purchase of additional park/greenway properties. • Provides increased outdoor recreational opportunities for the community. Program Description: - The Parks & Grounds Division maintains safe, clean parks and greenways and continues to provide a variety of outdoor recreational opportunities to the growing Tigard community. Park facilities are maintained to a standard that fosters and encourages their use. As park facilities are added and - upgraded, the Division's maintenance responsibilities are increased. FY2007-08 Accomplishments: • • Provided the necessary resources to serve customers and maintain facilities, seven days a week, from April through October. • Installed shelters and playgrounds which meet National Playground Safety Institute and ASTM standards. • Constructed and replaced trails to offer more outdoor opportunities /access. • Processed shelter/sports field reservations. - • Continued additions to the Fanno Creek Trail System with grant aided funding for new trail - segment in Fanno Creek Park. • Accomplished City Council and Park and Recreation Advisory Board goals: - Acquisition of active park and greenway properties including Trust for Public Lands parcel, Senn property, Clute property, and the Schaltz house property. - • Finished construction of the Jim Griffith Memorial Skate Park, and opened for public use. - • Added interpretive signage in parks citywide. - • Upgraded facilities including a renovated a play structure at Cook Park and replaced a play structure at Englewood Park. • Removed non-native vegetation and installed native plants at Jack, Woodard, and - Englewood Parks. - • Implemented additional Americans with Disabilities Act (ADA) upgrades. - Public Works Page 138 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 610 - Parks and Grounds FY2008-09 Goals and Objectives: - • Park Development - • Continue implementation of Park Master Plan including acquisition and development. • Improve Cook Park entrance and facilities. - • Development of parks with park development on water properties. - • Finish first phase of playground upgrades to replace old structures. - • Develop Maintenance Standards for new acquisitions. • Continue ADA upgrades to parks and trails. • Open Space - • Identify new methods to improve open spaces. - • Continue acquisition of greenways. - • Trails • Continue trail upgrades and additions including Washington Square, Bonneville Power Administration, and Fanno Creek projects. - Public Works Page 139 City of Tigard - 2008-2009 Fiscal Year Annual Budget 610- Parks and Grounds 2005-06 2006-07 2007-08 2008-09 - Workload Measures • Playground areas meeting ASTM Stnds and are 14.00 14.00 16.00 17.00 - inspected wkly • Sports fields renovated three times per year 8.00 8.00 8.00 8.00 - Shelters that are cleaned daily and available for use 10.00 10.00 11.00 11.00 Miles of pedestrian paths inspected/maintained weekly 9.00 9.00 9.00 9.00 Miles of soft trails renovated yearly 3.00 3.00. 3.00 3.00 - Number of restrooms cleaned daily during season of use 30.00 30.00 36.00 37.00 - Acres of park land maintained 176.00 180.20 184.00 187.00 Acres of greenway under stewardship of Tigard Parks 171.00 182.00 201.00 207.00 • Effectiveness Measures - Playabletavailable soccer fields (190 days = 100%) 85.00% 85.00% 85.00% 85.00% Playable/available baseball/softball fields 95.00% 95.00% 95.00% 95.00% - Park picnic shelters used daily during peak season 80.00% 80.00% 80.00% 80.00% - Number of complaints regarding facilities 5.00 5.00 5.00 5.00 Acres of parks/greenspaces per1000. (Natl goal- 7.62 7.99 8.00 8.00 11/1000) - Playgrounds that meet ASTM standards 90.00% 95.00% 95.00% 95.00% - Full Time Equivalent Positions - Grounds Supervisor 1.00 1.00 1.00 1.00 - Park Manager 0.75 0.75 0.75 0.75 Senior Utility Worker 3.00 3.00 3.00 3.00 Urban Forester 1.00 1.00 0.00 0.00 - Utility Worker II 5.00 5.00 5.00 5.00 - Total Full Time Equivalent Positions 10.75 10.75 9.75 9.75 - Public Works Page 140 City of Tigard 2008-2009 Fiscal Year Annual Budget - 610- Parks and Grounds - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 10.75 10.75 9.75 9.75 9.75 9.75 - Personal Services - Salaries- Full Time 493,341 480,385 569,263 502,221 502,221 502,221 Salaries- Part Time Salaries- Temporary 33,639 33,780 79,000 F. 79,000 79,000 - Salaries- Overtime 4,636 5,572 15,000 10,000 10,000 10,000 Employee Benefits 214,437 223,882 237,857 247,882 247,882 247,882 - Total Personal Services 746,053 743,619 822,120 839,103 839,103 839,103 • Materials and Services - Professional/Contractual Srvcs 47,778 56,422 92,980 87,695 87,695 87,695 - Repairs & Maintenance 235 132,050 Small Tools & Equipment 11,221 8,637 11,620 13,200 13,200 13,200 - Office Supplies 1,572 1,795 1,800 1,800 1,800 1,800 - Special Department Expenses 3,661 3,181 4,132 4,100 4,100 4,100 Advertising & Publicity 1,601 784 1,000 1,000 1,000 1,000 - Dues & Subscriptions 1,155 1,080 2,130 2,200 2,200 2,200 Fees and Charges 826 612 Travel and Training 3,977 3,473 4,830 5,280 5,280 5,280 - Fuel 18,132 17,308 17,725 23,000 23,000 23,000 Rents and Leases 799 315 1,500 1,500 1,500 1,500 Utilities 4,540 3,000 3,000 3,000 . Telecommunications 473 2,374 2,540 2,540 2,540 Insurance- Auto 8,672 8,672 8,672 Insurance- Liability 8,720 8,720 8,720 - Insurance-Flood 333 333 333 Insurance- Property 8,875 8,875 8,875 Computer Hardware and Software 1,222 4,000 6,000 6,000 6,000 - Repairs & Maint: Facilities 80,472 87,528 Repairs & Maint.- Grounds 110,350 110,350 110,350 Repairs & Maint.- Vehicles 32,680 21,938 25,000 25,000 25,000 - Uti Iities- Electricity 1,140 1,160 Total Materials and Services 205,722 207,829 278,307 313,265 313,265 313,265 Capital Outlay Capital Improvement Program 26,887 22,275 Buildings & Improvements 90,500 70,200 70,200 70,200 - Vehicles 11,278 95,000 40,000 40,000 40,000 Equipment 52,512 47,000 70,000 70,000 70,000 - Technology 14,075 20,875 20,875 - Total Capital Outlay 38,165 74,787 232,500 194,275 201,075 201,075 Division Tota 989,940 1,026,235 1,332,927 1,346,643 1,353,443 1,353,443 - Public Works Page 141 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 620 - Street Maintenance - Program Results: The Streets Maintenance Division provides a transportation system that is safe for pedestrians, bicyclists, and the motoring public. - Program Description: The Street Maintenance Division's primary functions include: • Installation and maintenance of street and traffic signs. - • Installation and maintenance of guardrails and barricades. - • Crack sealing and street patching. • Grading and maintenance of rock roads and road shoulders. • Maintenance of off-street bicycle paths. • Installation and maintenance of street markings. • Installation and maintenance speed humps. - • Tree trimming and streetlight clearance. - The Street Maintenance Division also administers the contract for street sweeping services, though this contract cost is budgeted in the Storm Water Division. - The Street Maintenance Division is responsible for the following programs: • Crack seal 160,000 linear feet of cracks. • Maintain street light clearance on a yearly cycle. • Continue inspection and refreshing of the street marking throughout the city. • Complete 4,000 square yards of dig-out repairs. • Complete all pavement repairs for the Water, Stormwater, and Sanitary Sewer Divisions' - utility excavations. • Inspect and maintain all of the 10,700 signs and posts in the city. The functions performed by the Street Maintenance Division are accomplished through a - combination of in-house and contracted services. - Public Works Page 142 • • i i City of Tigard i 2008-2009 Fiscal Year Annual Budget i 620 - Street Maintenance - • .FY2007-08AccomOl6shments: i • Installed 6 speed humps for traffic calming. i • Completed street light clearance citywide. i • Repaired or refreshed street markings in all school areas citywide. i • Repaired or refreshed street markings as needed citywide. i • Managed the contract for 160,000 linear feet of crack sealing, right of way mowing, and i street sweeping. • Reviewed the crack sealing program. i • Reviewed the roadside right-of-way mowing program. i FY2008-09 Goals and Objectives: i • Work with Engineering to refine how the Pavement Major Maintenance Program drives the i Division's functions. i • Manage the maintenance database. • In cooperation with the city's capital transportation, maintenance and improvement i programs, operate a transportation system that is safe for pedestrians, bicyclists, and the i motoring public. • Provide outstanding service to internal and external customers. i • Implement any changes needed to the roadside right-of-way mowing program. i • Review the Right-of-Way vegetation maintenance program. i • Implement any changes needed to the crack sealing program. i • • • • • • • • • i i • • Public Works Page 143 i • City of Tigard - 2008-2009 Fiscal Year Annual Budget - 620- Street Maintenance - 2005-06 2006-07 2007-08 2008-09 • Workload Measures - Crack sealing completed annually (linear feet) 151,000.00 160,000.00 160,000.00 160,000.00 Freshen street markings in sections 5.00 5.00 5.00 5.00 Dig out pothole repairs (square yards) 722.00 1,421.00 3,500.00 4,000.00 - Right-of-way mowings that are the City's responsibility 6.00 6.00 6.00 6.00 - Effectiveness Measures - Number of complaints regarding street conditions 6.00 6.00- 10.00 10.00 - Number of complaints re visibility from high 6.00 5.00 5.00 5.00 grass/weeds ' Full Time Equivalent Positions Streets Supervisor 1.00 1.00 1.00 1.00 - Senior Utility Worker 2.00 2.00 2.00 2.00 - Utility Worker II 4.00 4.00 4.00 4.00 - Total Full Time Equivalent Positions 7.00 7.00 7.00 7.00 - Public Works Page 144 City of Tigard 2008-2009 Fiscal Year Annual Budget 620- Street Maintenance - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 7.00 7.00 7.00 7.00 7.00 7.00 - Personal Services - Salaries- Full Time 250,845 196,878 325,260 331,098 331,098 331,098 - Salaries- Part Time Salaries- Temporary 6,490 6,490 6,490 , Salaries- Overtime 7,145 2,467 6,500 6,500 6,500 6,500 Employee Benefits 114,273 91,430 142,019 173;579 173,579 173,579 Total Personal Services 372,263 290,775 473,779 517,667 517,667 517,667 - Materials and Services - Professional/Contractual Srvcs 103,966 133,236 177,663 185,872 185,872 185,872 - Repairs & Maintenance 193 155,920 Small Tools & Equipment 5,499 2,585 5,485 5,400 5,400 5,400 Office Supplies 163 123 250 250 250 250 - Special Department Expenses 1,532 4,194 2,000 2,000 2,000 2,000 Advertising & Publicity 1,040 829 600 300 300 300 - Dues & Subscriptions 101 185 470 600 600 600 - Fees and Charges 29 301 400 400 400 Travel and Training 1,725 1,034 4,470 3,470 3,470 3,470 - Fuel 12,873 11,282 16,330 22,500 22,500 22,500 - Rents and Leases 8,000 16,000 10,000 10,000 10,000 Telecommunications 16 926 2,570 1,500 1,500 1,500 - Insurance- Auto 7,338 7,338 7,338 Insurance- Liability 6,260 6,260 6,260 Insurance-Flood 239 239 239 - Insurance- Property 2,468 2,468 2,468 Computer Hardware and Software 10,275 10,275 10,275 Property Damage 1,000 1,000 1,000 1,000 - Repairs & Maint.- Facilities .49,766 70,166 129,690 129,690 129,690 Repairs & Maint.- Vehicles 15,207 16,642 30,000 30,000 30,000 Total Materials and Services 200,110 2419503 382,758 419,562 419,562 419,562 - Capital Outlay - Vehicles 23,054 81,540 140,000 140,000 140,000 - Equipment 19,661 9,511 20,000 7,500 7,500 7,500 Technology 25,335 25,335 25,335 Total Capital Outlay 42,715 91,051 20,000 172,835 172,835 172,835 - Division Tota 615,088 623,329 876,537 1,110,064 1,110,064 1,110,064 - Public Works Page 145 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 630 - Fleet Maintenance - Program Results: The Fleet Maintenance Division maintains and repairs city vehicles and equipment with an emphasis on safety, cost effectiveness, and dependability. - Program Description: The Fleet Maintenance Division repairs and maintains all city vehicles and equipment to industry - standards. The Fleet Maintenance Division is responsible for the maintenance of 153 pieces of rolling stock that are serviced by the following categories and intervals: - • 3 motor pool vehicles are serviced every 90 days. Service can be completed and the vehicle - returned to the pool within 24 hours if needed. • 30 Police Patrol Division vehicles are serviced every 30 days. • 32 investigative, administrative, and special use vehicles are serviced every 60 days. • 97 Public Works Department, Engineering Division, and Building Division vehicles are - serviced every 120 days. FY2007-08AccomPlishments: • Purchased and outfitted 14 new replacement vehicles with specialized equipment. - • Sold 7 surplus vehicles. On-going goals and objectives: - • Updated annual mileage accruals for fleet vehicles. - • Revised equipment replacement schedule for FY 08/09. FY2008-09 Goals and Obiectives: - • Continue using bio-diesel fuel in fleet vehicles. - e Educate staff on the benefits of using alternative fuels. - • Implement vehicle replacement/ownership polity. • Purchase and outfit one K-9 vehicle for the new K-9 program. • Purchase and outfit three vehicles for the new Commercial Crimes Division. • Keep the total citywide repair and maintenance costs at or below the FY 2007-2008 levels. • Acquire the APWA certificate for Certified Fleet Professional. Public Works Page 146 City of Tigard 2008-2009 Fiscal Year Annual Budget 630- Fleet Maintenance - 2005-06 2006-07 2007-08 2008-09 Workload Measures Number of vehicles maintained to industry standards 148.00 150.00 153.00 158.00 - Effectiveness Measures - Number of vehicles rotated within the fleet 8.00 8.00 8.00 10.00 - Total repair and maintenance cost-Citywide $395,089.00 $420,934.00 $421,593.00 $429,750.00 Full Time Equivalent Positions Administrative Specialist 11 0.50 0.50 0.50 0.50 Fleet Services Coordinator 1.00 1.00 1.00 1.00 • Mechanic 1.00 1.00 1.00 1.00 . Total Full Time Equivalent Positions 2.50 2.50 2.50 2.50 - Public Works Page 147 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 630- Fleet Maintenance - Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 2.50 2.50 2.50 2.50 2.50 2.50 - Personal Services Salaries- Full Time 102,012 100,632 126,762 120,661 120,661 120,661 Salaries- Part Time 10,445 14,707 - Salaries- Overtime 350 337 300 400 F, 400 400 Employee Benefits 45,248 47,331 55,645 56,316 56,316 56,316 Accrued Vacation - Total Personal Services 158,055 163,007 182,707 177377 177,377 177,377 - Materials and Services - Professional/Contractual Srvcs 5,464 6,647 4,955 2,500 2,500 2,500 Repairs & Maintenance 6,200 Small Tools & Equipment 5,217 3,245 4,475 4,100 4,100 4,100 - Office Supplies 389 533 400 425 425 425 Special Department Expenses (2,902) (2,052) (1,967) - Fees and Charges 254 9 100 125 125 125 - Travel and Training 50 25 1,750 1,940 1,940 1,940 Fuel 2,828 2,044 1,250 1,500 1,500 1,500 - Telecommunications 599 100 100 100 - Repairs & Maint.- Facilities 3,108 4,728 4,000 4,000 4,000 Repairs & Maint.- Vehicles 1,266 3,978 2,000 2,000 2,000 Total Materials and Services 15,674 19,756 17,163 16,690 16,690 16,690 Capital Outlay - Vehicles 20,172 - Total Capital Outlay 20,172 - Division Tota 193,901 182,763 199,870 194,067 194,067 194,067 - Public Works Page 148 • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 640 - Property Management • • Program Results: • The Property Management Division: • • Provides clean, safe, well-maintained facilities to create environmentally-efficient city • facilities for employees and the public. • • Implements maintenance practices which preserve the citizens' investment in city facilities. - • Ensures adequate facility space is available to meet the current and future needs of citizens • and city staff. • Program Descti.)2tion: • The Property Management Division is responsible for the environmental health, safety and security • (access control), operations, maintenance, and repair of all city facilities. The Division administers the city's janitorial contract. There are three Property Maintenance Division employees and one • Facilities Services Coordinator who reports to the Parks and Facility Manager who reports directly • to the Public Works Director. _ This Division provides the following services: • • Responds to work order requests from city staff and Senior Center staff. • • Provides room setup for meetings, seminars, training sessions, and classes in city facilities. - • Performs bi-monthly maintenance and participates in yearly state inspection and licensing of building elevators. • • Monitors HVAC systems at city facilities. • Performs quarterly maintenance and servicing of HVAC and electrical systems. - • Performs monthly inspection and quarterly servicing of medical/first-aid cabinets. - • Conducts or oversees: • - Annual testing and servicing of fire sprinkler. - Semi-annual testing and servicing of fire and security alarm systems. • - Annual testing and maintenance of emergency lights and exit lights. • - Semi-annual testing and maintenance of kitchen fire suppression (annual wet chemical) • systems. - 24 hours a day, seven days a week monitoring services for phone line based systems such • as the fire alarm, security/burglar/intrusion alarm, and CCTV cameras. - - Monthly inspection and annual servicing of portable fire extinguishers located in - vehicles, heavy equipment, and facilities. - • Manage all services necessary to maintain clean, safe, and environmentally-efficient facilities for city employees and the public. Such services include: janitorial services, electrical and mechanical services, plumbing systems, card lock/access control system, intrusion and - security systems, door/lock repair services, etc. • • • Public Works Page 149 • • • City of Tigard 2008-2009 Fiscal Year Annual Budget - 640 - Property Management FY2007-08Accomplishments: - • Increased customer satisfaction by responding to 90 percent of the Division's 250 monthly work order requests within 48 hours. With the exception of larger projects, the work was completed within two weeks. • • Accomplished 100 percent of city facility room setups within one hour before the - scheduled meeting, seminar, training session or class. • Closely monitored contractor and vendor contracts for maintenance services. • Continued implementation of HVAC replacement program. (Water building in June 2007). 9 Continued ductwork cleaning program. • Upgrade security at city facilities. - • Clean ductwork at the Police Department, Water Building, and Niche. - • Paint exterior of 3 Public Works Department buildings. - • Upgrade HVAC computer system. FY2008--09 Goals and Objectives: - • Facility Inspections (Monitor contractors, janitorial service, and building maintenance). • Continue to provide clean, safe, and well-maintained facilities (including duct work cleaning in 5-year cycles). • Demolition of Clute House located at 15496 SW Scholls Ferry Rd. • Gutter for 13335 SW Hall Blvd. - Fanno Creek House. - • Carpet for Police Dept. - • Update HVAC for Police Dept. unit #6 ,#7, #8 . • Security Card lock update. - • Upgrade panic door hardware for Permit Center/Public Works. - Public Works Page 150 City of Tigard 2008-2009 Fiscal Year Annual Budget - 640- Property Management 2005-06 2006-07 2007-08 2008-09 - Workload Measures - Number of Requests for Action accomplished per month 246.00 250.00 260.00 260.00 - Number of online Request for Action processed per 80.00 80.00 80.00 85.00 month - Effectiveness Measures . Satisfaction rate of surveyed customers 75.00% 80.00% 90.00% 90.00% - Full Time Equivalent Positions - Building Maintenance Tech 11 2.00 1.00 1.00 2.00 - Facilities Services Coordinator 1.00 1.00 1.00 1.00 - Parks Manager 0.25 0.25 0.25 0.25 Senior Building Maintenance Tech 0.00 1.00 1.00 1.00 Total Full Time Equivalent Positions 3.25 3.25 3.25 4.25 Public Works Page 151 - City of Tigard 2008-2009 Fiscal Year Annual Budget - 640- Property Management - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 3.25 3.25 3.25 4.25 4.25 4.25 - Personal Services Salaries- Full Time 140,412 154,407 193,029 206,305 206,305 206,305 Salaries- Part Time - Salaries- Temporary 11,940 5,000 5,000 5,000 Salaries- Overtime 1,000 1,000 1,000 1,000 Employee Benefits 52,158 61,635 72,221 89,215 89,215 89,215 - Accrued Vacation - Total Personal Services 192,570 227,982 266,250 301,520 301,520 301,520 - Materials and Services Professional/Contractual Srvcs 273,899 245,309 321,670 322,270 322,270 322,270 Repairs & Maintenance 40 88,568 - Small Tools & Equipment 1,590 2,443 3,650 3,500 3,500 3,500 Office Supplies 2,001 813 1,000 3,200 3,200 3,200 Special Department Expenses 1,108 1,970 900 1,700 1,700 1,700 - Advertising & Publicity 623 1,219 1,500 3,500 3,500 3,500 Dues & Subscriptions 1,650 225 225 225 - Fees and Charges 976 598 1,500 1,500 1,500 - Travel and Training 38 1,502 3,800 4,600 4,600 4,600 Fuel 1,346 3,750 2,000 2,500 2,500 2,500 - Rents and Leases 150 150 150 150 - Utilities 377,719 Telecommunications 1,999 2,339 2,424 2,424 2,424 - Computer Hardware and Software 1,000 1,000 1,000 - Repairs & Maint.- Facilities 51,982 73,011 112,500 112,500 112,500 Repairs & Maint: Vehicles 2,542 835 2,400 2,400 2,400 - Utilities- Water/Sewer/Storm 65,134 88,715 99,000 99,000 99,000 Utilities- Electricity 163,109 179,179 210,343 210,343 210,343 Utilities- Natural Gas 77,956 73,894 99,039 99,039 99,039 Total Materials and Services 644,343 675,577 802,607 869,851 869,851 869,851 - Capital Outlay • Buildings & Improvements 117,600 6,200 6,200 6,200 Vehicles 40,769 Equipment 7,524 81,933 81,933 81,933 - Total Capital Outlay 48,293 117,600 88,133 88,133 88,133 • Division Tota 885,206 903,559 1,186,457 1,259,504 1,259,504 1,259,504 - Public Works Page 152 City of Tigard 2008-2009 Fiscal Year Annual Budget 650 - Water - Program Results: The Water Division: - • Provides safe and reliable water that meets or exceeds all Environmental Protection Agency standards for water quality. The Division holds to these standards under normal, peak, and emergency situations. - • Ensures the Tigard Water Service Area has adequate and innovative funding mechanisms to - develop regional and sub-regional water sources. - • Encourages efficient water use with a goal of reducing water consumption per customer by 1 percent a year for the next ten years. Program Description: - The Water Division has the primary responsibility to maintain, repair, and expand the water system while at the same time providing a high-quality, dependable water supply to its customers. The - Tigard Water Service Area is comprised of the cities of Durham, King City, two thirds of Tigard, - and unincorporated areas to the south and west of Tigard. The service area has 17,427 service connections supplying approximately 56,000 residents, making it the tenth largest water utility in the State of Oregon. - The FY 08/09 Budget represents an increase from last year's adopted budget. The increase is caused by rising operating costs for materials and services and professional service studies including: • Additional wells to be developed within the Aquifer Storage and Recovery (ASR) program. - ASR continues to reduce high peak water costs in the long-term, but initial operating - expenses have increased due to electrical demand. • Increase of repair and maintenance of water lines to support needed maintenance programs. • The cost of continued mandated water sampling requirements. - Initial Distribution System Evaluation (IDSE) & Unregulated Contaminants Monitoring Rule 2 (UCMR2). - • Increase in professional services fees for completion of the Water Distribution System - Hydraulic Study Update and Water Rates Study. FY2007-08 Accomplishments: - • Continued to implement security measures as outlined in the Vulnerability Assessment. - • Added 9,016 feet (nearly two miles) of water distribution pipeline through private development. • Replaced old galvanized pipe and identifying and maintaining 26 water main blow off appurtenances. Public Works Page 153 - City of Tigard 2008-2009 Fiscal Year Annual Budget - 650 - Water • Provided continued outstanding customer service by combining supervisor and administrative staff into one complex; providing Nextel handheld communications to all - supervisors and field staff. - • Continued to build and expand the ASR well field to meet peak water demand. - • Continued public outreach efforts and evaluated the city's various conservation efforts and programs for youth and adults. • Continued efforts to establish city ownership of a water supply to meet drinking water sustainability within the service area. This effort included participation in various water - supply partnership feasibility studies. • Monitored and improved the Cross Connection Program by identifying new private owner devices, providing educational brochures and letters, and updating databases. • Provided customers with information on fluoride, water quality issues, and water - conservation. FY2008-09 Goals and Obiectives: • Maintain the water distribution system utilizing Best Management Practices. - • Continue efforts to establish a city ownership of a water supply to meet drinking water - sustainability within the service area. • Review, plan, and organize additional IDSE & UCMR2 Program Sampling. • Continue to investigate intermediate water supply sources regarding the ASR Program. • Continue with efforts to implement and install Vulnerability Assessment upgrades. • Continue implementation and participation in the citywide Geographic Information Systems - (GIS) project. - • Review, organize, and implement upgraded mapping of the water distribution system. • Provide outstanding customer service. • Implement Water Distribution Hydraulic Study upgrade. • Implement Water Rate Study. • Plan, organize, and implement the Water Audit Report, Water Conservation Report, and - Water Demand Forecast Report to monitor and report on: - - water loss - utility business efficiency - future water supply issues - Summary Conclusions from the FY 2006 Water Conservation Program Report: • Water use "gallons per capita per day" has decreased 8.5 percent since year 2000. • Population within the water service area has increased by 8.3 percent since year 2000. - • Industrial water usage has decreased by 42 percent since peak year 2002. - • Commercial water usage has decreased by 8.8 percent since peak year 2002. - • Single unit and multi-unit residential water usage has decreased 9.1 percent since peak year 2002. - Public Works Page 154 City of Tigard 2008-2009 Fiscal Year Annual Budget - 650- Water 2005-06 2006-07 2007-08 2008-09 - Workload Measures - Number of main breaks repaired 10.00 10.00 20.00 10.00 - Miles of distribution piping maintained (wBMP's) 209.00 215.00 217.00 225.00 Time spent by staff managing water samplings (work 4.30 4.30 12.00 12.00 weeks) - Water conservation presentations given 20.00 20.00 F - 24.00 24.00 Backflow customers contacted/complying w/testing 50.00% 50.00% 50.00% rqmnts - Number of Bac-T water samples taken during the year 732.00 732.00 732.00 732.00 - Effectiveness Measures - Water samples taken that meet standards set by EPA 100.00% 100.00% 100.00% 100.00% - Number of citizens reached by conservation education 700.00 700.00 850.00 850.00 Residential backflow customers who comply w/testing 50.00% 50.00% 75.00% rqmnts Full Time Equivalent Positions - Engineering Manager 0.00 0.00 1.00 1.00 - Engineering Technician II 1.00 1.00 1.00 1.00 GIS Technician 0.00 0.80 0.80 0.80 Project Engineer 1.00 1.00 0.00 0.00 - Senior Utility Worker 2.00 2.00 2.06 2.00 - Utility Division Manager 0.00 0.00 1.00 1.00 - Utility Worker II 6.50 6.50 5.50 5.50 Water Operations Supervisor 2.00 2.00 1.00 1.00 Water Quality Program Coordinator 4.00 4.00 4.00 4.00 - Total Full Time Equivalent Positions 16.50 17.30 16.30 16.30 - Public Works Page 155 - - City of Tigard - 2008-2009 Fiscal Year Annual Budget 650- Water - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 16.50 17.30 16.30 16.30 16.30 16.30 - Personal Services Salaries- Full Time 700,314 814,313 858,077 852,490 852,490 852,490 - Salaries- Part Time Salaries- Overtime 18,865 17,771 25,500 25,000 25,000 25,000 Employee Benefits 289,515 361,737 396,884 409,193 409,193 409,193 • Accrued Vacation - Total Personal Services 1,008,694 1,193,821 1,280,461 1,2863683 1,286,683 1,286,683 - Materials and Services Professional/Contractual Srvcs 90,942 197,887 529,120 538,020 538,020 538,020 Legal Expenses 10,000 10,000 10,000 - Repairs & Maintenance 244 161,200 Small Tools & Equipment 13,040 20,459 17,020 15,300 15,300 15,300 Office Supplies 8,168 5,101 4,500 5,500 5,500 5,500 - Special Department Expenses 5,729 2,580 8,700 6,700 6,700 6,700 Advertising & Publicity 11,170 10,563 48,800 47,100 47,100 47,100 Dues & Subscriptions 6,395 4,388 9,919 5,820 5,820 5,820 - Fees and Charges 23,134 29,869 1,430 1,430 1,430 Travel and Training 3,965 7,836 11,300 8,175 8,175 8,175 Fuel 25,378 25,560 25,300 33,000 33,000 33,000 - Rents and Leases 316 338 3,000 3,000 3,000 3,000 Utilities 8,720 - Telecommunications 4,281 5,628 8,440 8,440 8,440 - Insurance- Auto 12,007 12,007 12,007 Insurance- Liability 14,577 14,577 14,577 - Insurance- Flood 558 558 558 - Insurance- Property 32,593 32,593 32,593 Bad Debt Expenses 2,000 2,000 2,000 - Computer Hardware and Software 12,263 2,000 2,000 2,000 Property Damage 360 60 500 500 500 500 Water Purchases 3,554,441 2,450,295 3,441,832 3,507,410 3,507,410 3,507,410 - Pumping Expenses Water Sampling 45,734 50,983 71,600 71,600 71,600 Repairs & Maint, Facilities 7,604 6,548 5,000 5,000 5,000 - Repairs & Maint, Valves 120,581 12,644 12,000 12,000 12,000 Repairs & Maint, Reservoir 8,157 8,792 9,000 9,000 9,000 Repairs & Maint, Grounds 3,644 8,000 8,000 8,000 - Repairs & Maint - Pump Station 32,011 (3,449) 9,000 9,000 9,000 Repairs & Maint, SCADA 2,109 8,471 6,000 6,000 6,000 Repairs & Maint, Wells 5,802 7,346 17,450 17,450 17,450 . Repairs & Maint, Meters 12,387 15,706 15,000 15,000 15,000 Repairs & Maint.- Service Line 23,337 13,772 7,700 7,700 7,700 - Repairs & Maint, Regulators 4,675 10,763 7,500 7,500 7,500 - Repairs & Maint.- Fire Hydrant 11,748 14,908 12,000 12,000 12,000 Repairs & Maint.- Vehicles 30,613 28,306 25,000 25,000 25,000 - Repairs & Maint - Water Lines 54,578 52,139 50,000 50,000 50,000 - Utilities- Water/Sewer/Storm 3,799 3,064 4,000 4,000 4,000 Utilities- Electricity 166,763 176,051 231,050 231,050 231,050 Total Materials and Services 4,277,461 3,182,515 4,269,911 4,744,430 4,744,430 4,744,430 - Public Works Page 156 City of Tigard 2008-2009 Fiscal Year Annual Budget 650- Water - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Capital Outlay - Vehicles 20,581 134,084 106,000 Equipment 11,056 17,500 13,000 13,000 13,000 Technology 50,670 75,150 75,150 - Total'CapitalOutlay 20,581 145,140 123,500 63,670. A, 88,150 88,150 - Division Tota 5,306,736 4,521,476 5,673,872 6,094,783 6,119,263 6,119,263 - Public Works Page 157 - City of Tigard 2008-2009 Fiscal Year Annual Budget - 660 - Sanitary Sewer Program Results: - The Sanitary Sewer Division provides a safe and reliable wastewater system that meets or exceeds all regulatory standards. - Program Description: The Sanitary Sewer Division manages and operates 160.4 miles of pipe in the wastewater collection system within the city limits of Tigard. This Division provides a wide range of services to the - community such as: • Sanitary Service Line Repairs /Replacements - repairs or replaces damaged sanitary sewer lines in the public right of way. • Customer Service & Emergency Response 24 Hours a Day, Seven Days a Week - provides - outstanding customer service on wastewater related issues and round-the clock emergency - response to overflows, blocked main and service lines, etc. • Sanitary Sewer Line Cleaning - cleans over 53.4 miles of pipe per year, or about one-third of the city's wastewater lines, to prevent blockages and overflows. . • Video Inspection of Sanitary Lines - inspects 23.6 miles of pipe per year, or about one- seventh of the city's wastewater lines, for structural integrity, location of service connections, - root blockages, etc. • Utility Locates - assures public sanitary sewer lines are marked with green paint prior to excavation. • Sanitary System Repairs - repairs damaged sanitary sewer lines once they have been - identified by video inspection. FY2007-08Accompl6shments: - • Performed seven sanitary service repairs in public right of way. - • Met annual maintenance goals in accordance with Clean Water Services' (CWS) recommendations. For example, the Division cleaned 52.3 miles of pipe and video inspected 22.1 miles of sanitary sewer main. • Responded to 50 customer service requests with a 95 percent satisfaction rate. - • Maintained an accurate mapping and database management system. FY2008-09 Goals and Obiectives: • Continue maintenance programs in accordance with Clean Water Services (CWS) - recommended standards. - • Provide outstanding customer service to our internal and external customers. • Develop the FOG (fats, oils, and greases) reduction program. • Maintain an accurate mapping and database management system. - Public Works Page 158 City of Tigard 2008-2009 Fiscal Year Annual Budget 660 - Sanitary Sewer - • Clean 53.7 miles of sanitary sewer lines • Inspect 23 miles of sanitary sewer lines Public Works Page 159 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 660- Sanitary Sewer 2005-06 2006-07 2007-08 2008-09 - Workload Measures Total miles of sanitary sewer lines 152.80 155.00 160.39 162.68 Miles of sanitary sewer lines cleaned (annual goal) 50.90 51.60 53.40 54.00 - Miles of sewer lines video inspected (annual goal) 21.80 22.10 23.00 23.24 • Number of customer service requests (estimate) 200.00 200.00 50.00 60.00 - Perform structural repair of sanitary services in streets 4.00 5.00 7.00 7.00 - Effectiveness Measures - Sewer line cleaning goal met 108.00% 100.00% 100.00% 100.00% Sewer line video inspection goal met 107.00% 100.000/0 100.00% 100.00% Satisfaction rate of surveyed customers 94.00% 95.00% 95.00% 95.00% - Number of overflows due to lack of maintenance repair 1.00 1.00 0.95 1.00 - Full Time Equivalent Positions - GIS Technician 0.00 0.10 0.10 0.10 - Senior Utility Worker 2.00 2.00 1.00 1.00 Utility Worker 11 4.25 4.25 3.25 3.25 Wastewater Operations Supervisor 1.00 1.00 1.00 1.00 Total Full Time Equivalent Positions 7.25 7.35 5.35 5.35 - Public Works Page 160 City of Tigard 2008-2009 Fiscal Year Annual Budget 660- Sanitary Sewer - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 7.25 7.35 7.35 5.35 5.35 5.35 - Personal Services - Salaries-Full Time 286,662 298,434 353,393 260,105 260,105 260,105 - Salaries- Part Time Salaries- Overtime 5,620 4,161 4,700 4,000 4,000 4,000 - Employee Benefits 140,321 143,154 170,345 137,110 137,110 137,110 - Accrued Vacation Total Personal Services 432,603 445,749 528,438 4014215 401,215 401,215 - Materials and Services - Professional/Contractual Srvcs 5,278 16,399 12,830 4,500 4,500 4,500 - Legal Expenses 5,000 5,000 5,000 Repairs & Maintenance 286 26,250 Small Tools & Equipment 22,697 10,382 7,535 7,025 7,025 7,025 - Office Supplies 3,136 2,021 950 650 650 650 Special Department Expenses 1,434 1,502 3,800 1,550 1,550 1,550 Advertising & Publicity 932 1,082 600 300 300 300 - Dues & Subscriptions 264 478 120 120 120 Fees and Charges 235 1,373 450 450 450 - Travel and Training 3,216 4,397 5,385 4,145 4,145 41145 - Fuel 20,177 14,006 16,625 23,000 23,000 23,000 Rents and Leases 1,444 1,723 1,500 1,000 1,000 1,000 - Telecommunications 350 1,815 1,920 1,900 1,900 11900 - Insurance- Auto 6,004 6,004 6,004 Insurance- Liability 5,679 5,679 5,679 - Insurance- Flood 217 217 217 Insurance- Property 614 614 614 Bad Debt Expenses 1,200 1,200 1,200 - Property Damage 160 5,701 1,000 5,000 5,000 5,000 Repairs & Maint.- Facilities 12,562 14,404 9,250 9,250 9,250 Repairs & Maint.- Vehicles 23,698 26,242 17,000 17,000 17,000 - Total Materials and Services 95,605 101,311 78,873 94,604 94,604 94,604 - Capital Outlay - Vehicles 31,623 276,884 250,000 180,000 180,000 180,000 Equipment 11,056 13,000 13,000 13,000 Technology 50,670 75,150 75,150 Total Capital Outlay 31,623 287,940 250,000 243,670 268,150 268,150 - Division Tota 559,831 835,000 857,311 739,489 763,969 763,969 - Public Works Page 161 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 670 - Stormwater • Program Results: The Stormwater Division provides a safe and reliable stormwater system and implements watershed protection and restoration actions that consistently promote surface water quality and stream health. - Program Description: The Stormwater Division manages the stormwater collection and treatment systems within the city - limits of Tigard. This encompasses: 131.0 miles of pipe, 4,915 catch basins, 79 water quality facilities - and 8.5 miles of ditch. This Division provides a wide range of services to the community such as: • Customer Service and Emergency Response 24 Hours a Day, Seven Days a Week - provides outstanding customer service on all stormwater related issues and round-the clock - emergency response. - • Healthy Streams Plan and Volunteer Coordination - takes the lead in coordinating the city's responsibilities in the implementation of Clean Water Services (CWS) Healthy Streams Plan, which includes the use of volunteers for tree planting and stream restoration projects. • Leaf Collection/Food Drive Events- sponsors four free leaf collection events held each fall. - • West Nile Virus (WNV) Program - participates in a partnership with Washington County to - monitor, test, treat catch basins and identified ponds and wetland areas to prevent the spread of WNV. • Storm Line Cleaning - cleans the entire storm system once every 4 years, approximately 33.0 - miles of pipe per year. - e Video Inspection of Storm Lines - inspects the entire storm system once every 7 years, - approximately 18.7 miles of pipe per year. • Utility Locates - assures public storm lines are marked prior to excavation. • Storm System Repairs and Improvements - repairs damaged storm lines and installs pipes, catch basins, and manholes to improve stormwater drainage. - • Stormwater Quality Facility Maintenance - mows, collects trash, and cleans grates at - detention ponds and swales. Clean Water Services (CWS) is the sanitary sewer and stormwater authority for Washington County. - As such, all programs and responsibilities of the Stormwater Division are: - • Implemented in accordance with CWS standards and recommended Programs. - • In response to community based initiatives and Council goals. • Based on sound environmental policies. Public Works Page 162 City of Tigard 2008-2009 Fiscal Year Annual Budget - 670 - Stormwater Significant changes in this year's Stormwater Division budget are: • West Nile Virus Program - larvacide treatment of catch basins with will be decreased from - twice per season to once per season. FY2007--08 Accomplishments- • Maintained an accurate mapping and database management system. Storm utility maps and the corresponding data base are updated bi-annually. • Held three Leaf Collection/Food Drive Events in the fall of 2007. • As recommended by Washington County Health Department, treated 1,650 sumped catch basins with larvacide to combat West Nile Virus. . • Implemented CWS's Healthy Streams Plan, community tree planting goals by hosting 2 - "Tree for Alls", 1 ivy pull, and sponsoring a stream restoration project with the Cascade Education Corp. These events attracted over 360 volunteers who planted 4900 native plants, donated over 1500 hours of labor, and restored 1,315 linear feet of stream corridor on Derry Dell and Hiteon Creeks. - • Implemented CWS's Healthy Streams Plan, culvert and outfall retrofitting goals, by - diverting an outfall from Scholls Ferry road into a biofiltration swale before discharging stormwater into Hiteon Creek; by removing 2 culverts on Hiteon Creek; and by working with Engineering to complete the permitting and design of a fish friendly culvert removal at - the mouth of Derry Dell Creek. - • Restored 810 linear feet of stream channel and planted 4,880 native trees and shrubs on Hiteon Creek by partnering with a developer who needed stream and wetland mitigation sites. - • Implemented maintenance programs in accordance with CWS's recommended standards. - FY2008-09 Goals and Obiectives: • Resolve long-term funding issues in stormwater program. - • Maintenance programs performed in accordance to Clean Water Services standards. - • Maintain an accurate mapping and database management system. . • Provide outstanding customer service to our internal and external customers. - • As funding allows, implement CWS's Healthy Streams Plan recommendations for Tigard by restoring new sections of stream corridor along Summer Creek and Acension Creek; constructing a culvert removal project at the mouth of Derry Dell Creek (working with - Engineering): supporting Engineering to complete the Commercial Street Regional - Detention Facility; and completing permitting to remove a culvert on the Derry Dell Creek upstream of Eden Court; and construction the Hiteon Creek 2 restoration project. • Continue to support and promote the Canines for Clean Water campaign to raise public awareness of the effects of dog waste on our city's water quality. - Public Works Page 163 - City of Tigard 2008-2009 Fiscal Year Annual Budget - 670- Stormwater Management - 2005-06 2006-07 2007-08 2008-09 - Workload Measures - Total miles of stormwater line 116.50 118.50 131.00 140.00 Miles of stormwater line cleaned 28.60 29.60 43.60 46.60 Miles of stormwater line video inspected 15.50 14.80 19.00 20.00 Catch basins cleaned 4,045.00 4,150.00 4,915.00 5,160.00 - Total number of Water Quality Facilities 70.00 73.00 75.00 79.00 - Number of Water Quality Facilities 1.00 1.00' 0.00 1.00 rehabilitated/enhanced - Total number of customer service requests (estimate) 200.00 200.09 100.00 125.00 - Fall leaf collection depots 3.00 3.00 3.00 4.00 Native trees & shrubs planted for Healthy Streams Plan 0.00 0.00 10,154.00 13,539.00 - Effectiveness Measures Storm line cleaning goal met 98.00% 100.00% 101.00% 100.00% Video inspection goal met 108.00% 100.00% 100.00% 100.00% Catch basins cleaning goal met 95.00% 100.00% 100.00% 100.00% - Water Quality Facility rehabilitation/enhancement goal 50.00% 100.00% 100.00% met Satisfaction rate of surveyed customers 93.00% 95.00% 95.00% 97.00% - Yards of leaves collected 299.00 300.00 720.00 840.00 - Native trees,shrubs/plants planted for Healthy Streams 79.00% 100.00% plan - Full Time Equivalent Positions - GIS Technician 0.00 0.10 0.10 0.10 Senior Utility Worker 1.00 1.00 1.00 1.00 - Volunteer Coordinator 0.25 0.25 0.00 0.00 - Water Quality Coordinator 0.75 0.75 0.75 1.75 Wastewater Operations Supervisor 1.00 1.00 1.00 1.00 Utility Worker II 4.25 3.25 3.25 3.25 Total Full Time Equivalent Positions 7.25 6.35 6.10 7.10 - Public Works Page 164 City of Tigard 2008-2009 Fiscal Year Annual Budget 670- Stormwater Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 7.25 6.35 6.10 7.10 7.10 7.10 - Personal Services - Salaries- Full Time 272,964 265,240 293,449 356,366 356,366 356,366 - Salaries- Temporary 12,455 Salaries- Overtime 7,617 7,471 8,040 10,072 10,072 10,072 - Employee Benefits 120,180 132,310 138,631 180,467 180,467 180,467 - Accrued Vacation Total Personal Services 413,216 405,021 440,120 5461905 546,905 546,905 Materials and Services Professional/Contractual Srvcs 211,081 302,193 275,876 308,205 308,205 308,205 - Repairs & Maintenance 120 87,580 Small Tools & Equipment 12,658 9,967 9,055 10,700 10,700 10,700 Office Supplies 2,296 1,932 800 800 800 800 - Special Department Expenses 2,577 1,898 5,000 4,300 4,300 4,300 Advertising & Publicity 1,541 1,041 1,000 1,000 1,000 1,000 Dues & Subscriptions 101 294 1,080 1,915 1,915 1,915 - Fees and Charges 383 478 483 483 483 Travel and Training 1,998 4,693 6,325 5,925 5,925 5,925 Fuel 12,903 16,916 16,625 21,613 21,613 21,613 - Rents and Leases 413 5,236 4,500 4,500 4,500 4,500 Telecommunications 95 1,520 1,740 1,740 1,740 1,740 - Insurance- Auto 4,669 4,669 4,669 - Insurance- Liability 5,455 5,455 5,455 Insurance- Flood 209 209 209 - Insurance- Property 815 815 815 - Bad Debt Expenses 1,000 1,000 1,000 Computer Hardware and Software 70 3,620 3,620 3,620 - Property Damage 796 1,729 1,250 1,250 1,250 1,250 Repairs & Maint, Facilities 77,891 75,175 61,285 61,285 61,285 Repairs & Maint, Vehicles 24,045 26,532 20,500 20,500 20,500 - Total Materials and Services 348,898 449,604 410,901 459,984 459,984 459,984 - Capital Outlay - Vehicles 59,770 140,000 140,000 140,000 - Equipment 11,056 Technology 28,150 41,750 41,750 - Total Capital Outlay 70,826 168,150 181,750 181,750 - Division Tots 762,114 925,451 851,021 1,175,039 1,188,639 1,188,639 . Public Works Page 165 • • • COMMUNITY DEVELOPMENT PROGRAM • • • CommunitN- Development Organization Chart 166 F\penditure/F'f Summan 167 • • Community Development • Community Development :administration 169 • Building Inspection .........................177 • Current Planning • Long Range. Planning .................................................................................180 Capital Construction & Transportation 184 • Development Engineering 190 • Street Lights & Signals ...............................................................................193 • Downtown Redevelopment 196 • • • • • • • • • • r • • • • • • • • • • • • • • • lit i ~ 1 • II • II • I • • • • • COMMUNITY DEVELOPMENT • • ADMINISTRATION CAPITAL CONSTRUCTION & • TRANSPORTATION • BUILDING DEVELOPMENT • ENGINEERING • CURRENT • PLANNING STREET LIGHTS & SIGNALS • LONG RANGE • PLANNING DOWNTOWN REDEVELOPMENT • • • • • • • • • • • • • • • Community Development Page 166 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 300- Community Development Department Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 52.50 53.50 54.50 54.50 54.50 54.50 - Budget by Category - Personal Services 3,813,992 3,829,436 4,500,086 4,739,992 4,739,992 4,739,992 Materials and Services 845,472 866,101 1,083,548 1,456,397 1,456,397 1,456,397 Capital Outlay 49,970 77,246 95,500 558,494 611,534 611,534 - Total by Category 4,709,434 4,772,783 5,679,134 6,754,883,: 6,807,923 6,807,923 - Budget by Division - Community Development Administrai 258,214 220,670 233,911 428,961 428,961 428,961 - Building Inspections 1,615,923 1,594,084 1,822,523 1,977,227 1;984,027 1,984,027 Current Planning 572,992 646,338 842,968 975,501 986,381 986,381 - Long Range Planning 586,664 528,489 667,935 799,567 811,807 811,807 - Capital Construction & Transportatior. 1,255,826 817,280 1,111,103 1,245,953 1,245,953 1,245,953 Development Engineering 418,627 408,090 514,688 525,568 525,568 - Street Lights and Signals 419,815 470,605 472,000 520,025 532,265 532,265 - Downtown Redevelopment 76,690 120,604 292,961 292,961 292,961 Total by Division 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 Budget by Fund - General Fund 2,673,696 2,708,094 3,384,611 4,257,631 4,291,631 4,291,631 ' Gas Tax Fund 419,815 470,605 472,000 520,025 532,265 532,265 - Building Fund 1,615,923 1,594,084 1,822,523 1,977,227 1,984,027 1,984,027 Tree Replacement Fund Total by Fund 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 - Community Development Page 167 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 30- Community Development Program Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 52.50 53.50 54.50 54.50 54.50 54.50 - Budget by Category - Personal Services 3,813,992 3,829,436 4,500,086 4,739,992 4,739,992 4,739,992 Materials and Services 845,472 866,101 1,083,548 1,456,397 1,456,397 1,456,397 - Capital Outlay 49,970 77,246 95,500 558,494 611,534 611,534 - Total by Category 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 - Budget by Division - Community Development Administ 258,214 220,670 233,911 42$,961 428,961 428,961 Building Inspections 1,615,923 1,594,084 1,822,523 1,977,227 1,984,027 1,984,027 Current Planning 572,992 646,338 842,968 975,501 986,381 986,381 - Long Range Planning 586,664 528,489 667,935 799,567 811,807 811,807 Capital Construction & Transpo 1,255,826 817,280 1,111,103 1,245,953 1,245,953 1,245,953 Development Engineering 418,627 408,090 514,688 525,568 525,568 - Street Lights and Signals 419,815 470,605 472,000 520,025 532,265 532,265 Downtown Redevelopment 76,690 120,604 292,961 292,961 292,961 - Total by Division 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 - Budget by Fund General Fund 2,673,696 2,708,094 3,384,611 4,257,631 4,291,631 4,291,631 Gas Tax Fund 419,815 470,605 472,000 520,025 532,265 532,265 - Building Fund 1,615,923 1,594,084 1,822,523 1,977,227 1,984,027 1,984,027 - Total by Fund 4,709,434 4,772,783 5,679,134 6,754,883 6,807,923 6,807,923 - Community Development Page 168 City of Tigard 2008-2009 Fiscal Year Annual Budget - 300 - Community Development Administration Program Results: - Employees in Community Development are highly motivated, well-trained, and service-oriented to ensure that the City Council, Boards and Commissions, and citizens are provided: • Effective and innovative Long Range Planning services. - • Timely implementation of the Downtown Redevelopment Plan. - • Development review and enforcement actions that achieve compliance with the - Development Code and implementation of the Comprehensive Plan. • Building plan review and inspections that result in a safe community. • Construction of capital projects that protect and expand the City's investment in its infrastructure. - • Review and inspection of private capital construction to ensure compliance with City - standards. Program Description: - The Community Development Director is responsible for the overall management of the Department through preparation of the annual budget and community investment program, monitoring annual expenditures, ensuring compliance with personnel systems, developing and - implementing training plans, and coordinating departmental work programs with Council goals and - meeting agendas. .FY2007--08 Accomplishments: • Adoption of the Fanno Creek and Public Plaza Master Plan. - • Adoption of the updated Comprehensive Plan. • Completion of the Leland Downtown Development Strategy. • Completed Tigard 2007 Resource Report. • Completed Tigard Community Profile. - • Completed Habitat Friendly Development Standards. - • Completed Downtown Streetscape Plan. - • Coordinated the preparation of 150 Council agenda items. • Hired Arborist/Planner and began implementing new programs and improved more reliable tree protection. • Completed over 400 code enforcement cases in addition to increased mediation and education efforts. - • Began implementation of an upgrade to the permit tracking system. Reviewed and inspected public improvements in such major development projects Fanno Creek offices; Dartmouth Square; Paul Schatz Furniture; Gertz Homes at Edgewood; Milesbrook Subdivision; Village at Summer Creek; Arlington Heights No. 3; Gage Forest - Community Development Page 169 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 300 - Community Development Administration - • Subdivision; Commuter Rail Station and Main Street improvements; and 550 Zone - Reservoir. FY2008-09 Goals and Objectives: - • Develop Urban Design Vision for Tigard Downtown. - • Amend Tigard's Tree Protection Standards. • Update Downtown (Urban Renewal Area) Land Use Designations and Adopt Design Guidelines and Standards. • Prioritize implementation of the Comprehensive Plan. • Write and apply for grants as the opportunity arises. - • Administer the City's share of Washington County, CDBG Funds. - • Initiate Tigard 99W Land Use Study. • Update Tigard Community Profile, Buildable Lands Inventory and Development Trends Analysis. • Complete upgrade of a permit tracking system. • Work closely with homeowners, landlords and property managers in resolving housing - deficiencies as related to the Housing Code. • Community Development Page 170 City of Tigard 2008-2009 Fiscal Year Annual Budget - 300- Community Development Administration 2005-06 2006-07 2007-08 2008-09 Workload Measures - Provide resources to public and civic organizations Yes Yes Yes Yes Present special studies for City Council consideration Yes Yes Yes Yes Effectiveness Measures Inspection program meets all state statutes and rules Yes Yes Yes Yes Current planning complies with state 100.00% 100.00% ^100.00% 100.00% - prgrms/statutes/rules Long range planning complies with state goals and rules Yes Yes Yes Yes Complies with Metro and Dept. of Land Conservation Yes Yes Yes Yes - regs - Meet City Council goals Yes Yes Yes Yes Achieve a City livability rating of 75% or greater 75.00% 100.00% Citizen satisfaction with Planning Services at Yes Yes - 50%/greater Full Time Equivalent Positions - Community Development Director 1.00 1.00 1.00 1.00 Confidential Executive Assistant 1.00 1.00 1.00 1.00 Permit Coordinator 1.00 _0.00 0.00 0.00 - Management Analyst 0.00 0.00 0.00 1.00 - Total Full Time Equivalent Positions 3.00 2.00 2.00 3.00 - Community Development Page 171 - City of Tigard - 2008-2009 Fiscal Year Annual Budget • 300- Community Development Administration - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 3.00 2.00 2.00 3.00 3.00 3.00 Personal Services Salaries- Full Time 174,405 142,047 147,835 220,953 220,953 220,953 - Salaries- Part Time 3,746 - Salaries- Temporary 2,436 Employee Benefits 49,085 44,886 47,711 71,667 71,667 71,667 Total Personal Services 227,236 189,369 195,546 292,620 292,620 292,620 Materials and Services a - Professional/Contractual Srvcs 371 213 Legal Expenses 90,000 90,000 90,000 Repairs & Maintenance 133 200 200 200 200 - Small Tools & Equipment Office Supplies 21,388 20,139 25,960 23,000 23,000 23,000 Special Department Expenses 169 32 66 100 100 100 • Advertising & Publicity 300 Dues & Subscriptions 8,626 8,943 8,285 9,000 9,000 9,000 Fees and Charges 35 40 • Travel and Training 293 1,525 3,410 5,360 5,360 5,360 Fuel Telecommunications 88 276 144 400 400 400 - Insurance- Liability 2,683 2,683 2,683 Insurance- Flood 103 103 103 Insurance- Property 395 395 395 • Computer Hardware and Software 1,700 1,700 1,700 Repairs & Maint: Vehicles 8 Total Materials and Services 30,978 31,301 38,365 132,941 132,941 132,941 Capital Outlay Equipment 3,400 3,400 3,400 - Total Capital Outlay 3,400 3,400 3,400 - Division Tota 258,214 220,670 233,911 428,961 428,961 428,961 - Community Development Page 172 • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 310 - Building Inspection • • Program Results: • • Buildings are constructed and built to the State of Oregon specialty codes and are safe for all • occupants and users. • • Existing housing is safe, habitable, and in good repair. • • The Building Inspection Division is accounted for in a dedicated fund, which is supported • by permit revenues. • Ptogtam Description: • • The Building Inspection Division, part of the Community Development Department, is responsible • for reviewing plans, issuing permits, and inspecting construction to ascertain compliance with the State of Oregon specialty codes (Title 14 of the Tigard Municipal Code adopts these in more detail). • The specialty codes include building, fire, plumbing, mechanical, electrical codes and other rules and • statutes. The Division also enforces other requirements of the Tigard Municipal Code and • Community Development Codes and ordinances, including the Housing Code. The Building Division is managed by the Building Official and is comprised of Plans Examiners, Inspectors and • support staff. • FY2007-08 Accomplishments: • • • The Division began implementation of an upgrade to the permit tracking system. The • upgrade is scheduled for completion in FY 2008-09 and will provide web access to permit • activity and history for all users of the system including the citizens of Tigard. • • The Division used a variety of communication tools to advertise the Permits Protect program which educates the public regarding the successful completion of their building and • remodeling projects in a legal manner. • Maintained dedicated reserve fund balance to supplement the Building Inspection Division • during periods of decreased construction activity. • • Continued to analyze current processes and modify as necessary to improve customer service and efficiency. • • • • • • • • • • Community Development Page 173 • • City of Tigard - 2008-2009 Fiscal Year Annual Budget - 310 - Building Inspection FY2008-09 Goals and Objectives: - • Complete upgrade of the permit tracking system. • Implement wireless mobile devices to be used for building inspections. The wireless units will provide real time updates to the database regarding inspection activity. • Analyze current fees and adopt by resolution such fees as may be necessary and reasonable - to provide for the administration and enforcement of the plumbing, mechanical and - electrical codes. e Provide Building Division staff with the necessary technical training so they are well versed in educating the contractors on the specialty codes. • Work closely with homeowners, landlords and property managers in resolving housing - deficiencies as related to the Housing Code. - Community Development Page 174 City of Tigard 2008-2009 Fiscal Year Annual Budget 310- Building Inspections 2005-06 2006-07 2007-08 2008-09 Workload Measures - Single family permits (Tigard) 200.00 224.00 224.00 200.00 Number of Housing complaints referred to other 0.00 34.00 34.00 34.00 cities/depts - Number of declined Housing complaints (after 0.00 17.00 17.00 17.00 investigation) Multi-family units (Tigard) 150.00 60.00 100.00 80.00 - Residential Alterations (Tigard) 40.00 50.00 50.00 40.00 - Commercial Buildings (Tigard) 15.00 10.00 10.00 9.00 Commercial Buildings Alterations (Tigard) 500.00 600.06 600.00 550.00 Number of Inspections (Tigard) 19,550.00 0.00 23,500.00 21,000.00 - Number of permits (Tigard) 3,351.00 4,500.00 4,850.00 4,100.00 - Number of housing complaints investigated (accepted 155.00 182.00 162.00 162.00 cases) Number of Housing complaints 0.00 213.00 172.00 187.00 - Effectiveness Measures - Housing complaints investigated obtaining compliance 98.00% 98.00% 98.00% 100.00% - Bldg inspections performed the following business day 99.00% 99.00% 99.00% 100.00% - Plan review turnaround time (Single family) (weeks) 3.00 2.50 3.00 2.00 Plan review turnaround time (Comm. tenant 3.00 3.00 3.00 2.00 improvment)(wks) - Plan review turnaround time (Commercial-new bldgs) 5.00 5.00 4.00 4.00 - (weeks) Full Time Equivalent Positions Administrative Specialist I 1.00 1.00 1.00 1.00 Permit Systems Supervisor 0.00 0.00 0.80 0.80 - Permit Technician 3.00 3.00 3.00 3.00 - Plans Examination Supervisor 1.00 1.00 1.00 1.00 Plans Examiner 1.00 0.00 0.00 0.00 Senior Inspector 3.00 3.00 3.00 3.00 - Senior Plans Examiner 1.00 2.00 2.00 2.00 - Administrative Specialist II 1.00 1.00 1.00 1.00 Building Official 1.00 1.00 1.00 1.00 Inspection Supervisor 1.00 1.00 1.00 1.00 Inspector I 2.00 1.00 1.00 1.00 - Inspector II 2.00 3.00 3.00 3.00 - Management Analyst 1.00 1.00 1.00 0.00 Permit Coordinator 0.00 1.00 0.00 0.00 Permit Specialist 0.80 0.80 0.00 0.00 - Total Full Time Equivalent Positions 18.80 19.80 18.80 17.80 - Community Development Page 175 - - City of Tigard - 2008-2009 Fiscal Year Annual Budget 310- Building Inspections - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 18.80 19.80 18.80 17.80 17.80 17.80 - Personal Services Salaries- Full Time 1,003,423 1,006,904 1,094,272 1,054,391 1,054,391 1,054,391 • Salaries- Part Time 2,248 60,000 - Salaries- Temporary 64,731 38,041 25,000 25,000 25,000 Salaries- Overtime 4,255 5,885 7,000 5,000 5,000 5,000 • Employee Benefits 358,141 350,481 407,941 395,602 395,602 395,602 - Total Personal Services 1,432,798 1,401,311 1,569,213 1,479,993 1,479,993 1,479,993 • Materials and Services Professional/Contractual Srvcs 58,236 88,440 110,000 110,903 110,903 110,903 Repairs & Maintenance 1,755 28 4,000 3,500 3,500 3,500 - Small Tools & Equipment 700 420 420 420 Office Supplies 18,553 17,068 17,170 17,325 17,325 17,325 Special Department Expenses 9,502 6,274 7,595 6,255 6,255 6,255 - Advertising & Publicity 4,260 11,772 9,200 7,875 7,875 7,875 Dues & Subscriptions 1,113 2,412 2,335 1,575 1,575 1,575 Fees and Charges 4,780 64 210 210 210 - Travel and Training 12,381 14,676 19,179 17,700 17,700 17,700 Fuel 6,916 5,408 6,250 6,250 6,250 6,250 Telecommunications 7,279 8,712 6,600 7,200 7,200 7,200 - Insurance- Auto 8,005 8,005 8,005 Insurance- Liability 15,919 15,919 15,919 Insurance- Flood 609 609 609 - Insurance- Property 2,341 2,341 2,341 Computer Hardware and Software 8,546 42,781 - Repairs & Maint.- Facilities 392 - Repairs & Maint.- Vehicles 7,988 3,043 - Total Materials and Services 133,155 166,443 225,810 206,087 206,087 206,087 Capital Outlay Vehicles 49,970 26,330 27,500 - Technology 291,147 297,947 297,947 - Total Capital Outlay 49,970 26,330 27,500 291,147 297,947 297,947 - Division Tota 1,615,923 1,594,084 1,822,523 1,977,227 1,984,027 1,984,027 - Community Development Page 176 City of Tigard 2008-2009 Fiscal Year Annual Budget 320 - Current Planning Program Results: • All development will meet Comprehensive Plan and Development Code standards. • All development will be compatible with environmental conditions, including steep slopes, - wetlands, hazards, and floodplains. - • All land use development will be served with water, sanitary, storm sewer, streets, and public facilities meeting City standards and requirements. Program Description; - The activities within the Current Planning program include providing zoning and development information, as well as conducting pre-application conferences and reviewing applications. Applications include zone changes, sensitive lands, subdivisions, variances, planned developments, - land partitions, site design reviews, conditional uses, temporary uses, signs, sign code exceptions, - land use decision appeals to the Hearings Officer, Planning Commission, and City Council. The Current Planning Division works with the Long Range Division to coordinate and review comprehensive plan amendments and annexations. Individual annexation applications are - processed by Current Planning. The Division applies and updates the Community Development Code and updates some provisions of the Comprehensive Plan. Staff support is provided to the Planning Commission, Hearings Officer/Referee, Focus on Tigard, and other working groups, such as the Tree Board and Planned - Development Code Review Committee. The Division is also responsible for general code - enforcement activities. FY2007-08 Accomplishments: - • Hired Arborist/Planner and began implementing new programs and improved more reliable - tree protection. • Continued training of planning staff, resulting in one promotion to Associate Planner. • Completed over 400 code enforcement cases in addition to increased mediation and education efforts. - • Improved percentages of development review within service standards. - FY2008-09 Goals and Objectives: • Process 90% of all development applications within service standards. - • Complete at least one scheduled Development Code amendment. - • Provide at least one outside training opportunity for each professional position. • Participate in development of Downtown Plan and Design Standards. • Provide staff training and begin implementation of new Downtown Development regulations. - Community Development Page 177 - - City of Tigard - 2008-2009 Fiscal Year Annual Budget 320- Current Planning 2005-06 2006-07 2007-08 2008-09 - Workload Measures Number of development applications 374.00 507.00 450.00 450.00 Number of land use decisions made by Director 322.00 468.00 432.00 420.00 • Number of land use decisions made by Pln 28.00 21.00 12.00 14.00 Comm/Hearings Off Number of land use decisions made by City Council 24.00 18.00 28.00 14.00 Effectiveness Measures F Land use decision made within 120 days or extensions 100.00% 99.00% 100.00% 100.00% - Land use decisions made within service standards 50.00% 89.00% 90.00% 90.00% - Developments that meet ordinance standards and 100.00% 100.00% 100.00% 100.00% - Full Time Equivalent Positions - Administrative Assistant 0.00 0.00 1.00 1.00 Senior Administrative Specialist 1.00 1.00 0.00 0.00 Associate Planner 3.00 3.00 3.00 3.00 - Associate Planner/Arborist 0.00 0.00 1.00 1.00 - Code Compliance Specialist 1.00 1.00 1.00 1.00 - Permit Coordinator 0.00 0.00 1.00 1.00 Permit Specialist 0.20 0.20 0.00 0.00 Permit Systems Supervisor 0.00 0.00 0.20 0.20 - Permit Technician 2.00 2.00 2.00 2.00 - Planning Manager 1.00 1.00 1.00 1.00 - Total Full Time Equivalent Positions 8.20 8.20 10.20 10.20 . Community Development Page 178 City of Tigard 2008-2009 Fiscal Year Annual Budget - 320- Current Planning Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 8.20 8.20 10.20 10.20 10.20 10.20 - Personal Services - Salaries- Full Time 377,036 443,550 538,102 571,921 571,921 571,921 Salaries- Part Time 610 - Salaries- Temporary 4,400 805 600 600 600 - Salaries- Overtime 129 349 500 5.00 500 500 Incentive Pay - Employee Benefits 137,966 164,779 220,608 233,845 233,845 233,845 - Total Personal Services 519,531 609,483 759,820 806,866 806,866 806,866 Materials and Services - Professional/Contractual Srvcs 31,906 14,227 15,400 33,942 33,942 33,942 Repairs & Maintenance 2,300 77 730 740 740 740 - Small Tools & Equipment Office Supplies 7,093 12,076 10,100 9,000 9,000 9,000 Special Department Expenses 1,423 677 1,760 1,400 1,400 1,400 - Advertising & Publicity 7,708 6,297 8,000 8,000 8,000 8,000 Dues & Subscriptions 632 1,632 2,145 1,145 1,145 1,145 Fees and Charges 1,150 300 1,000 1,000 1,000 - Travel and Training 325 1,246 6,090 6,265 6,265 6,265 Fuel 64 119 625 800 800 800 Telecommunications 88 204 288 300 300 300 - Insurance- Auto 667 667 667 Insurance- Liability 9,122 9,122 9,122 - Insurance- Flood 349 349 349 - Insurance- Property 1,342 1,342 1,342 Computer Hardware and Software 10,010 1,200 1,200 1,200 - Repairs & Maint.- Facilities 392 - Repairs & Maint: Vehicles 380 Total Materials and Services 53,461 36,855 55,148 75,272 75,272 75,272 Capital Outlay Vehicles 28,000 - Technology 93,363 104,243 104,243 - Total Capital Outlay 28,000 93,363 104,243 104,243 Division Tots 572,992 646,338 842,968 975,501 986,381 986,381 - Community Development Page 179 . City of Tigard - 2008-2009 Fiscal Year Annual Budget - 330 - Long Range Planning - Program Results: Engage Tigard's citizens and other community stakeholders in Long Range Planning to manage growth and enhance the community's quality of life. - Program Description: Long Range Planning is responsible for: - • Maintaining and updating the City's Comprehensive Plan. • Preparing legislative actions for Planning Commission and Council consideration such as Development Code amendments; specific area plans, and Plan and Zoning Map amendments. - • Representing the city's interests at intergovernmental and regional venues. - • Supporting the activities of citizen boards, commissions, Council appointed ad hoc • committees and occasionally the City Council. • Providing support, when needed, to other departments to accomplish citywide goals. • Monitoring and maintaining relevant socioeconomic and demographic information. • Monitoring and coordinating land use related natural resource protection and updating City • regulations as needed. - • Applying for and administering grants and participating in work force and special needs housing programs. F'Y2007-08A! complishments. - Completed: • Comprehensive Plan, Tigard 2007 Resource Report. • Tigard Community Profile. • Habitat Friendly Development Standards. - • Downtown Streetscape Plan. - • Goals, Policies and Action Measures for Tigard Downtown. • Grant Applications for Senior Center remodel; Tigard Downtown Main Street Redesign; Commercial Street Sidewalk and Tigard Transit Center. • Miscellaneous Code Amendments. • Updated Comprehensive Plan. - Initiated and made substantial progress on: • Downtown Land Use Program - Land Use Districts, Development Standards, Design Standards and Guidelines. • Second Phase of Comprehensive Plan Update - Development of Goals, Policies and Action - Measures. - Community Development Page 180 City of Tigard 2008-2009 Fiscal Year Annual Budget - 330 - Long Range Planning Participated In: • State Funded Highway 99W Corridor Improvement Study. - • Development of Citywide GIS Program. - Provided ongoing support to: • Planning Commission • City Council • City Center Advisory Commission - • Citizen Involvement Committee • Tree Board - FY2008-09 Goals and Obiectives: • Comply with state Comprehensive Plan Periodic Review Requirements, Economic - Opportunities Analysis; Update Transportation System Plan. • Work with Capital Projects and Engineering Divisions to update the Tigard Public Facility Plan, initiate Transportation System Plan Update, develop Transportation Area Plan for - Tigard Triangle, and develop Tigard Sidewalk Trail Connections Plan. . • Update Tigard 5-Year Capital Improvement Program. • Develop Urban Design Vision for Tigard Downtown. - • Amend Tigard's Tree Protection Standards. • Update Downtown (Urban Renewal Area) Land Use Designations and Adopt Design Guidelines and Standards. - • Prioritize implementation of the Comprehensive Plan (Identify specific actions to implement - Plan goals and policies). - • Assess the potential to amend to Tigard's Natural Resources Program to protect additional (upland) resources. • Initiate Comprehensive Update of Tigard Development Code (3 year program). - • Undertake legislative and policy oriented quasi-judicial land use actions as needed, i.e. - transfer of density and planned development standards. - • Provide staff support to elected and appointed decision-makers. • Write and apply for grants as the opportunity arises. • Administer the City's share of Washington County, CDBG Funds. • Represents the City's housing interests at the Washington County Consortium. • Represent the City's Interests at Metro and state as needed. - • Initiate Tigard 99W Land Use Study. - • Enterprise GIS - Participate in Development and Maintenance of Enterprise GIS. • Update Tigard Community Profile, Build-able lands Inventory and Development Trends Analysis. Community Development Page 181 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 330- Long Range Planning - 2005-06 2006-07 2007-08 2008-09 - Workload Measures Legis. land use actions4 major code/plan chap to be 0.00 4.00 23.00 10.00 amended - Major studies & reports 0.00 4.00 6.00 5.00 - Number of commission and board meetings attended 0.00 35.00 148.00 80.00 Number of grants to apply for and to administer 0.00 4.00 5.00 6.00 Intergov'tal involv & coord meetings attend w/other 0.00 12.00 25.00 35.00 - govts - Effectiveness Measures , - Develop natural resources protection program Yes Yes Yes - Dev. legislative basis for City's land use planning prog Yes Yes Yes Dev. up to date land use database integrated with GIS Yes Yes Yes Promote high quality of life for Tigard citizens Yes Yes Yes - Provide support to Commissions, Boards, Committees Yes Yes Yes - Pursue grants for housing needs in Tigard Yes Yes Yes Assist other City Depts. in achieving City's objectives Yes Yes Yes - Full Time Equivalent Positions - Administrative Specialist 1 0.00 -1.00 1.00 1.00 Assistant Community Development Director 0.00 0.00 1.00 1.00 - Associate Planner 4.00 4.00 4.00 3.00 - Planning Manager 1.00 1.00 0.00 0.00 Senior Planner 2.00 1.00 1.00 2.00 - Total Full Time Equivalent Positions 7.00 7.00 7.00 7.00 - Community Development Page 182 City of Tigard 2008-2009 Fiscal Year Annual Budget - 330- Long Range Planning Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 7.00 7.00 7.00 7.00 7.00 7.00 - Personal Services Salaries- Full Time 291,675 319,003 397,514 441,319 441,319 441,319 Salaries- Part Time 18,720 - Salaries- Temporary 24,991 26,409 18,720 18,720 18,720 - Salaries- Overtime 86 194 Incentive Pay - Employee Benefits 112,913 136,082 192,827 199,780 199,780 199,780 - Total Personal Services 429,665 481,688 609,061 659,819 659,819 659,819 Materials and Services - Professional/Contractual Srvcs 118,415 12,934 23,054 65,000 65,000 65,000 Repairs & Maintenance 28 - Small Tools & Equipment 210 Office Supplies 27,502 17,861 21,830 22,512 22,512 22,512 Special Department Expenses 2,055 1,825 475 220 220 220 - Advertising & Publicity 4,333 200 500 2,000 2,000 2,000 Dues & Subscriptions 779 927 1,830 2,755 2,755 2,755 Travel and Training 3,915 5,411 11,185 12,725 12,725 12,725 - Telecommunications 650 650 650 Insurance- Liability 6,260 6,260 6,260 Insurance- Flood 239 239 239 - Insurance- Property 1,052 1,052 1,052 Computer Hardware and Software 7,405 1,000 1,000 1,000 - Total Materials and Services 156,999 46,801 58,874 114,413 114,413 114,413 - Capital Outlay - Technology 25,335 37,575 37,575 - Total Capital Outlay 25,335 37,575 37,575 - Division Tota 586,664 528,489 667,935 799,567 811,807 811,807 Community Development Page 183 - i City of Tigard - 2008-2009 Fiscal Year Annual Budget - 340 - Capital Construction and Transportation - Program Results: - • The Division supports the City's goals and objectives. • The City's transportation system is safe and efficient for all modes of travel. • The City's street infrastructure is properly maintained and upgraded as needed to protect or - extend its useful life before it deteriorates to the point that expensive rehabilitation or - replacement is required. • Street improvement projects are designed and constructed properly to enhance traffic flow and traffic safety while minimizing maintenance costs. • The City's neighborhood streets are safe for pedestrians, bicyclists and motorists and carry - traffic volumes appropriate for residential neighborhoods. - • Key improvements are made to streets and highways within the City, regardless of jurisdiction, to provide smooth and efficient intra-city traffic circulation. • Alternate routes to State highways and County major roadways are developed and constructed to provide better intra-city traffic circulation and reduce congestion on the - major transportation facilities. - • The Division enhances environmental quality and addresses potential health and safety issues for the citizens of Tigard by providing adequate storm drain and sanitary sewer services and by ensuring that sanitary sewer and storm water systems are constructed, - reconstructed, and adequately maintained. - • The Division stays abreast of and addresses regional and national issues that may affect the - City. • The Division fosters the creation of partnerships with other jurisdictions to fund and construct improvements to key state and county transportation facilities within the City. - Program Description: The Capital Construction & Transportation Division is directed by the City Engineer. It designs - and constructs Capital Improvement Program (CIP) projects in accordance with City standards. The CIP includes projects to maintain and improve the City's infrastructure. The program includes maintenance and improvement of public streets, City-maintained utilities, construction of new - facilities, expansion of existing facilities, as well as rehabilitation, renovation or reconstruction of - existing facilities to improve efficiency and extend useful service life. - City Development Page 184 City of Tigard 2008-2009 Fiscal Year Annual Budget - 340 - Capital Construction and Transportation FY2007-08 Accomplishments: • Developed and implemented the 2007-08 Community Investment Program (CIP), renamed - Capital Improvement Program for FY 2008-09. Highlights of the CIP implementation include the following: - As part of the City's yearly pavement maintenance program, placed approximately 7.3 lane miles of pavement overlay on City streets to provide for the safe and efficient - movement of traffic. Streets that received this overlay include: Summerfield Drive (114'' - to Alderbrook Drive), Durham Road (Serena Court to Hall Blvd), 88'' Avenue (Durham to Hamlet St.), 108'' Avenue (Kent St. to Durham Road), Greenburg Road (Shady Lane to Tiedeman Avenue), Tiedeman Avenue (Greenburg Road to RR tracks), Upper - Boones Ferry Road (72"d Avenue to I-5), and Avon Court (east of 88'' Avenue). - - Re-striped approximately 47,000 lineal feet of existing stripes and replaced numerous pavement markings and markers to enhance visibility and safe movement on the City streets. - - Installed and activated a new traffic signal system at the intersection of Durham Road i and 108'' Avenue. - - Installed a median on McDonald Street to enhance safety by eliminating conflicting left- turn movements along the intersection approach to Highway 99W. - Replaced crosswalk lighting systems at 121" Avenue/Springwood Drive, 121" Avenue/Katherine Street, and Bonita Road at Milton Court with state-of-the-art, solar - powered systems that promise greatly reduced maintenance and much more reliable operation. - Installed four speed cushions on Morning Hill Drive. - Installed street trees and lighting on Main Street between the railroad tracks and Burnham Street. The street lighting replaces existing lights (in-place) with acorn-style - lighting approved for implementation on Burnham Street and in other streets in the Tigard downtown area. The improvements to Main Street are installed as demonstration projects to provide the Tigard citizens with the opportunity to see a small portion of what the Tigard downtown will look like in the future. - - Completed one Sanitary Sewer Reimbursement District on Cherry Street serving 23 lots. - Two additional districts (Fairhaven/ 110'' with 22 lots and 100'' with 20 lots) are designed and ready for construction in early 2008. Project designs are being completed for the 97' Avenue and Hoodview Street areas for implementation in FY 2008-09. - - - Continued active participation in the County's project to improve the Hall Boulevard/Highway 99W intersection. - Began preliminary engineering work for the Greenburg Road/Highway 99W/Main Street intersection improvements. The intent is to complete the project design and right- - of-way acquisition in time for construction in conjunction with the County's Hall Blvd/Highway 99W intersection project. - City Development Page 185 - - City of Tigard - 2008-2009 Fiscal Year Annual Budget 340 - Capital Construction and Transportation - - Executed an agreement for Oregon Department of Transportation to collect the newly • established local fuel tax. Collections began in April 2007. Revenue from the local fuel tax will be dedicated solely to the Greenburg Road/Highway 99W/Main Street intersection improvements. - Continued the design effort on Burnham Street with streetscape enhancements and - green street elements as key features of the project. This is one of the major catalyst projects identified in the Tigard Downtown Improvement Plan. The Burnham Street improvements are expected to begin in mid-2008. - Completed the Highway 99W Corridor Improvement and Management Plan study, - which examined the Highway 99W corridor through the City. This plan recommended a • list of priority projects aimed at improving traffic flow and reducing traffic congestion across and through the corridor. The plan further recommended adherence to a 5-lane basic section with intersection improvements and aggressive access management - throughout. The conclusions of the study are being reviewed using new information that - has been provided through development studies. The plan will be submitted for Council adoption sometime in the spring of 2008. Projects recommended in the study can be integrated into the City's Capital Improvement Plan for future implementation. - Continued to implement the Citywide Sewer Extension Program. The remaining - developed but unsewered areas are more difficult to implement with easement acquisition typically required and challenges with terrain and wetland permitting. - Continued to coordinate with and provide assistance to other departments as needed in support of Council goals and City programs. - Updated the City's street condition ratings to provide the basis for a new 5-year street - maintenance program. The data from the pavement evaluation will be converted to the Hansen system and reports will be provided in early 2008 on the street conditions and priorities for maintenance treatment. Once the new 5-year maintenance plan is developed the Street Maintenance Fee will be re-evaluated and new fees adopted by mid- 2008. FY2008-09 Goals and Obiectives: - • Develop and implement the annual Capital Improvement Program. Consider input from - neighborhood groups, government entities, citizens, and incorporate that input into the development of the Community Investment Program. • Form partnerships with other jurisdictions to fund and construct improvements to key - regional transportation facilities within the City. - • Develop and jointly implement solutions with ODOT and Washington County to improve - traffic circulation across and within the Highway 99W corridor. • Continue to work closely with Washington County and ODOT in the completion of the Hall Boulevard/Highway 99W Intersection Improvements. - City Development Page 186 • • • • • Continue to implement projects in accordance with the Tigard Downtown Improvement • Plan. • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 340 - Capital Construction and Transportation • • Implement high priority projects identified and recommended by the Highway 99W • Corridor Improvement and Management Plan. • • Complete the Greenburg Road/Highway 99W/Main Street Intersection Improvement • Project design and right-of-way acquisition, and coordinate with Washington County for • construction in conjunction with the Hall/99W Intersection Project. • • Continue the Citywide Sewer Extension Program. • Continue to implement sanitary sewer projects in accordance with the Sanitary Sewer Master • Plan. • • Continue efforts to develop new funding sources for major transportation projects. • • Coordinate closely with and provide assistance to other divisions and departments as needed • in support of Council goals and City programs. • • Incorporate citizen involvement processes in the Division programs. • Continue the long-term Street Maintenance Program in accordance with a new 5-year street • maintenance plan. • • Continue to seek and implement ways to improve the efficiency and effectiveness of • Divisional operations. • • • • • • • • • • • • • • • • • • • City Development Page 187 • • • I City of Tigard - 2008-2009 Fiscal Year Annual Budget - 340- Capital Construction & Transportation - 2005-06 2006-07 2007-08 2008-09 Workload Measures - Number of CIP projects-Funded for design 0.00 36.00 19.00 0.00 Sanitary Sewer Projects 0.00% - Gas Tax-actual Exp vs Allocated 95.00% 100.00% 100.00% 100.00% - TIF-City, Urban Services and Underground Utility 100.00% 95.00% 100.00% 100.00% - Street Maintenance Fee-Actual Exp vs Allocated 95.00% 100.00% 100.00% 100.00% Sanitary Sewer Projects-Actual Exp vs Allocated 80.00% 95.00% 70.00% 95.00% Storm Drainage Projects-Actual Exp vs Allocated 50.00% 95.00% 55.00% 95.00% - Sanitary Sewer-number of identified repairs/upgrades 2.00 2.04 1.00 2.00 - Storm Drainage-number of identified repairs/upgrades 6.00 5.00 1.00 4.00 Number of traffic calming devices installed yearly 0.00 0.00 2.00 4.00 Number of laterals provided 62.00 70.00 41.00 55.00 Effectiveness Measures CIP street projects designed-vs planned 95.00% 79.00% 100.00% 100.00% - CIP street projects constructed-vs planned 95.00% 48.00% 70.00% 100.00% • Reduction of 85th percentile speeds Yes Yes Yes Yes Number of laterals completed as a total of master plan 422.00 400.00 512.00 567.00 Sanitary Sewer repairs completed vs budgeted 100.00% 100.00% 100.00% 100.00% - Sanitary Sewer Maintenance problem identified Yes Yes Yes Yes - Scheduled reimbursement districts completed 67.00% 100.00% 60.00% 100.00% - Lineal footage of sewer installed as a % of master plan 75.00% 85.00% 75.00% 85.00% New sewer connections compared to total laterals 0.00% 0.00% 0.00% 0.00% Storm drain repairs completed 100.00% 100.00% 100.00% 100.00% - Storm drainage pipe rehab required by work plan 0.00% 0.00% 0.00% 0.00% - Storm Maintenance problem eliminated Yes Yes Yes Yes Projects in supporting City programs completed timely 0.00 0.00 0.00 0.00 - Full Time Equivalent Positions - Administrative Assistant 0.00 0.00 1.00 1.00 Rights of Way Administrator 1.00 1.00 1.00 1.00 - Senior Engineer Technician 3.00 3.00 3.00 2.00 - Administrative Specialist Il 0.50 0.50 0.50 0.50 City Engineer 1.00 1.00 1.00 1.00 Engineering Manager 2.00 2.00 1.00 1.00 • Engineering/Survey Specialist 1.00 1.00 1.00 1.00 - Lead Engineering Constructionlnspector 0.00 0.00 0.00 1.00 Project Engineer 2.00 2.00 2.00 2.00 Senior Administrative Specialist 1.00 1.00 0.00 0.00 - Engineering Technician 1 1.00 1.00 0.00 0.00 - Engineering Technician II 3.00 3.00 0.00 0.00 - Total Full Time Equivalent Positions 15.50 15.50 10.50 10.50 - City Development Page 188 • • City of Tigard • 2008-2009 Fiscal Year Annual Budget - 340- Capital Construction & Transportation • • Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 15.50 10.50 10.50 10.50 10.50 10.50 • Personal Services - Salaries- Full Time 868,987 507,152 657,817 700,499 700,499 700,499 Salaries- Part Time 16,420 18,997 • Salaries- Overtime 2,458 3,445 4,000 10,500 10,500 10,500 • Employee Benefits 316,897 190,413 252,190 300,190 300,190 300,190 Total Personal Services 1,204,762 720,007 914,007 1,011489 1,011,189 1,011,189 • Materials and Services • Professional/Contractual Srvcs 4,652 43,430 105,000 88,000 88,000 88,000 • Repairs & Maintenance 1,083 407 4,250 3,900 3,900 3,900 • Small Tools & Equipment 5,554 1,031 2,500 2,500 2,500 2,500 Office Supplies 11,359 10,540 10,350 10,600 10,600 10,600 • Special Department Expenses 5,252 2,920 4,550 3,600 3,600 3,600 Advertising & Publicity 405 6,363 750 1,500 1,500 1,500 • Dues & Subscriptions 1,320 961 2,216 1,800 1,800 1,800 • Fees and Charges 395 224 400 400 400 Travel and Training 11,316 5,588 16,200 14,000 14,000 14,000 • Fuel 3,159 2,262 2,000 4,000 4,000 4,000 • Rents and Leases 1,215 278 Telecommunications 2,854 1,765 2,280 3,500 3,500 3,500 • Insurance- Auto 1,334 1,334 1,334 - Insurance- Liability 9,390 9,390 9,390 Insurance- Flood 359 359 359 Insurance- Property 1,381 1,381 11381 • Computer Hardware and Software 4,188 7,000 18,000 18,000 18,000 Repairs & Maint.- Facilities 405 • Repairs & Maint - Vehicles 2,095 2,251 - Total Materials and Services 51,064 82,208 157,096 164,264 164,264 164,264 • Capital Outlay Vehicles 15,065 • Equipment 40,000 70,500 70,500 70,500 • Total Capital Outlay 15,065 40,000 70,500 70,500 70,500 • Division Tota 1,255,826 817,280 1,111,103 1,245,953 1,245,953 1,245,953 • • • • • • • • • • City Development Page 189 • • • City of Tigard - 2008-2009 Fiscal Year Annual Budget • 350 - Development Engineering - Program Results: Private developments are designed and constructed in accordance with the City's standards and requirements. • Public improvements by developers are constructed to meet City design standards and development code provisions. • Hillside development is constructed in accordance with City and State regulations. 9 As-built information is stored efficiently, is easily retrievable, and provides up-to-date, - accurate information for the City's customers. - • Public improvements perform in accordance with design life. Program Description: The Development Engineering Division provides technical review and issues permits for proposed - private development projects, provides inspections to assure compliance with City standards, and maintains records relating to public facilities. - FY2007-08Accomplrshments: • Processed new permits for minor and major projects totaling $5-6M in public improvements within the City. - • Reviewed and inspected public improvements in such major development projects Fanno - Creek offices; Dartmouth Square; Paul Schatz Furniture; Gertz Homes at Edgewood; Milesbrook Subdivision; Village at Summer Creek; Arlington Heights No. 3; Gage Forest Subdivision; Commuter Rail Station and Main Street improvements; and 550 Zone - Reservoir. FY2008-09 Goals and Obiectives: • Continue Private Development review and inspection in accordance with City standards. - • Work with ODOT and Washington County to require adequate public improvements on - State and County facilities with private development applications. - Community Development Page 190 • • City of Tigard • 2008-2009 Fiscal Year Annual Budget 350- Development Engineering • 2005-06 2006-07 2007-08 2008-09 • Workload Measures • Number of subdivisions requiring geotech. review by 0.00 1.00 1.00 1.00 • City • Number of Public Facility Improvement Permits issued 0.00 110.00 110.00 110.00 • Effectiveness Measures • Projects requiring major repairs of public improvements 1.00% 1.00% 1.00% • Subdivisions exhibiting grading problems after 1.00% 1.00% 1.00% acceptance • Full Time Equivalent Positions • Engineering Manager 0.00 1.00 1.00 1.00 • Engineering Technician I 0.00 1.00 1.00 1.00 • Engineering Technician II 0.00 1.00 0.00 0.00 - Senior Engineer Technician 0.00 2.00 3.00 3.00 Total Full Time Equivalent Positions 0.00 5.00 5.00 5.00 • • • • • • • • • • • • • • • • • • • • • Community Development Page 191 • • • - City of Tigard - 2008-2009 Fiscal Year Annual Budget 350- Development Engineering - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 0.00 5.00 5.00 5.00 5.00 5.00 - Personal Services Salaries-Full Time 268,570 287,246 296,150 296,150 296,150 - Salaries- Overtime - Employee. Benefits 95,413 94,022 110,681 110,681 110,681 Total Personal Services 363,983 381,268 406,831 406,831 406,831 - Materials and Services Professional/Contractual Srvcs 5,628 2,000 12,361 12,361 12,361 - Repairs & Maintenance 28 1,000 1,000 1,000 1,000 Small Tools & Equipment 315 Office Supplies 1,613 800 1,000 1,000 1,000 - Special Department Expenses 1,283 3,640 3,700 3,700 3,700 Advertising & Publicity 1,490 300 300 300 300 Dues & Subscriptions 184 397 110 110 110 - Fees and Charges 127 100 100 100 Travel and Training 2,176 4,855 7,285 7,285 7,285 Fuel 658 1,600 1,600 1,600 1,600 - Rents and Leases 1,572 Telecommunications 2,388 2,220 2,400 2,400 2,400 Insurance- Auto 2,001 2,001 2,001 - Insurance- Liability 4,472 4,472 4,472 Insurance- Flood 171 171 171 - Insurance- Property 658 658 658 - Computer Hardware and Software 404 10,010 950 950 950 Repairs & Maint.- Vehicles 927 Total Materials and Services 18,793 26,822 38,108 38,108 38,108 Capital Outlay - Vehicles 35,851 - Technology 69,749 80,629 80,629 - Total Capital Outlay 35,851 69,749 80,629 80,629 Division Tota 418,627 408,090 514,688 525,568 525,568 - Community Development Page 192 City of Tigard 2008-2009 Fiscal Year Annual Budget - 360 - Street Lights and Signals Program Results: - • Collector streets are adequately lit for vehicular and pedestrian safety. • Major intersections are upgraded with traffic signal systems for safe and efficient movement of all modes of transportation. - • Neighborhood streets are provided adequate lighting in accordance with City policies. - Program Description: This budget unit provides for the maintenance and energy costs for street lighting and traffic signals - on public streets. Funding for streetlights and signals comes solely from the City's share of state and - county gas taxes collected. All maintenance work is done by contract and no City personnel are funded by this budget. The Capital Construction and Transportation Division and the Public Works Department jointly manage this unit. The Public Works Department manages traffic signal - maintenance and the Capital Construction and Transportation Division handles street light energy - and maintenance and traffic signal energy expenditures. FY2007-08AccompU2,hments: - • Ensured that existing systems were energized and maintained properly for optimum operation. .FY2008-09 Goals and Objectives: . • Assume energy and maintenance costs for traffic signal systems installed through the Capital Improvement Program. • Install essential street lights as needed on collector and arterial streets. - • Continue payment for energy and maintenance costs on installed systems. - • Ensure that existing systems are maintained properly for optimum operation. - Community Development Page 193 - II City of Tigard - 2008-2009 Fiscal Year Annual Budget 360- Street Lights & Signals 2005-06 2006-07 2007-08 2008-09 - Workload Measures New signal systems added 2.00 2.00 1.00 2.00 New street lights added to City streetlight system 20.00 10.00 6.00 20.00 Effectiveness Measures - Existing system energized and adequately maintained Yes Yes - Level of service improved in new signalized interactions Yes Yes Yes Yes - Mileage of collector streets with street lights 40.00 42.00 42.00 56.00 ~I - Community Development Page 194 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 360- Street Lights and Signals - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 - Materials and Services - Professional/Contractual Srvcs 1,354 Repairs & Maintenance 45,000 50,000 50,000 50,000 - Utilities . 427,000 465,025 465,025 465,025 Repairs & Maint.- Facilities 38,927 49,451 - Utilities- Electricity 380,888 419,800 - Total Materials and Services 419,815 470,605 472,000 515,025 515,025 515,025 . Capital Outlay Equipment 5,000 5,000 5,000 - Technology 12,240 12,240 Total Capital Outlay 5,000 17,240 17,240 Division Tota 419,815 470,605 472,000 520,025 532,265 532,265 - Community Development Page 195 - City of Tigard • 2008-2009 Fiscal Year Annual Budget • 370 - Downtown Redevelopment - Program Results. Implement the Downtown Urban Renewal Plan. - Program Description: Downtown Redevelopment is responsible for: - • Developing and updating a strategy, annual work program, and 3-year action plan to - implement revitalization of the Downtown. • Developing and executing key projects to stimulate redevelopment in the Downtown. • Preparing a financial strategy to maximize use of tax increment funds, and other funding sources for projects in Downtown. • Developing an operating and capital budget for the Division. - • Coordinating inter-departmental actions for Downtown related projects. - • Coordinating with outside agencies and developing joint partnerships for Downtown projects. • Providing staff liaison to the City Center Advisory Commission (CCAC) in reviewing and advancing policies and projects. - FY2007-08Accomplishments: Completed: - • Grant Award - Main Street Reconstruction: $2.5 million. - • Fanno Creek Park & Plaza Master Plan - adopted February 2008. - • 5-Year Capital Plan and Financial Strategy to improve Fanno Creek Park and construct a Downtown Plaza. • Consensus and resolution for location of Downtown public plaza. • Downtown Implementation Strategy Update. Initiated and made substantial progress on: • Relocation of Stevens Marine for public plaza. • Environmental remediation plan for Stevens Marine site. • Grant proposal for partnership with TriMet for redevelopment of the transit center. • Grant Proposal for Lower Fanno Creek Park - Downtown. - • Land assembly for Lower Fanno Creek Park expansion. - • Preliminary Design - Main. St. • Community Development Page 196 City of Tigard 2008-2009 Fiscal Year Annual Budget - 370 - Downtown Redevelopment Participated In: • Design of Burnham St. to accommodate future public plaza. - • Commuter Rail Improvements. - Provided ongoing support to: • City Center Development Agency (CCDA). • City Center Advisory Commission. • Monthly update at Chamber of Commerce, and Tigard Central Business District Association • meetings. FY2008-09 Goals and Obiectives: • Develop / execute option agreement for acquisition of the Stevens Marine site. - • Conduct feasibility study for redevelopment of properties adjoining future plaza. - • Develop a program to stimulate redevelopment of 2 shopping centers at Hall Blvd. / 99W. • Conduct development feasibility of the Public Works annex. • Prepare construction drawings for Lower Fanno Creek Park. • Develop project for future redevelopment of the transit center (inter-divisional). - • Develop strategy for "Rail-to-Trail" corridor through Downtown (inter-divisional). S • Develop preliminary design for Main Street reconstruction (cross-departmental). - • Establish timeframes and agreement for railroad at-grade crossing at Ash. Avenue (cross- departmental). • Assist development of strong downtown association. • Develop grants applications for Lower Fanno Creek Park and the transit center - redevelopment (inter-divisional). - • Develop / execute commuter rail entry way project. - • Redesign the Downtown website. • Develop / produce a success audit for Downtown (inter-divisional). Community Development Page 197 • City of Tigard - 2008-2009 Fiscal Year Annual Budget 370- Downtown Redevelopment 2005-06 2006-07 2007-08 2008-09 • Workload Measures Projects completed as part of the Downtown Work 0.00 0.00 0.00 17.00 - Program - Consulting studies/reports completed in support of 0.00 0.00 0.00 3.00 program Coordination/mgmt of inter-dept./div. Downtown 0.00 0.00 0.00 18.00 - projects - Intergovernmental Coordination with other agencies 0.00 0.00 0.00 10.00 - Effectiveness Measures Improvement to Land Value 131.00% 0.00% Annual Tax-increment revenues $0.00 $0.00 $38,000.00 $0.00 - Number of businesses in the Urban Renewal Area 0.00 0.00 244.00 0.00 - Number of employees in the Urban Renewal Area 0.00 0.00 1,351.00 0.00 - Number of housing units in the Urban Renewal Area 0.00 0.00 255.00 0.00 Estimated Annual Value of Development Permits $0.00 $0.00 $1.30 $0.00 - (millions) Full Time Equivalent Positions - Principal Planner-Downtown 0.00 1.00 1.00 1.00 - Total Full Time Equivalent Positions 0.00 1.00 1.00 1.00 - Community Development Page 198 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 370- Downtown Redevelopment Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 0.00 1.00 1.00 1.00 1.00 1.00 - Personal Services - Salaries- Full Time 49,552 53,117 61,845 61,845 61,845 Employee Benefits 14,043 18,054 20,829 20,829 20,829 - Total'Personal Services 63,595 71,171 82,674 82,674 82,674 - Materials and Services - Professional/Contractual Srvcs 9,357 36,946 195,500 195,500 195,500 Office Supplies 2,200 8,462 4;462 4,462 4,462 Special Department Expenses 600 600 600 - Advertising & Publicity 863 200 500 500 500 Dues & Subscriptions 75 625 1,125 1,125 1,125 Travel and Training 600 3,200 8,100 8,100 8,100 - Total Materials and Services 13,095 49,433 210,287 210,287 210,287 - Division Tota 76,690 120,604 292,961 292,961 292,961 - Community Development Page 199 - • • POLICYAND LEGISLATION PROGRAM • • • • Organization Chart 200 ! I`penditure/IiTE Summary ............................................................201 ! Mayor and Council ..............................................................203 • ! • • • • • • • ! ! • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • t 11 ~ r ~ ~ 1 i a i i 8 N pN N a K O N V H V O W A a O V O C O n Gn v P,' a 0 P. / , . / / , , / , / , / , , / / • / / , / / / / , , , / / / i • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 05- Policy and Legislation Program • Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 • Budget by Category • Personal Services 57,632 54,836 63,470 59,475 104,723 104,723 Materials and Services 79,791 68,216 96,010 151,713 152,813 1521813 • Total by Category 137,423 123,052 159,480 211,188, 257,536 257,536 • Budget by Division Mayor and Council 137,423 123,052 159,480 211,188 257,536 257,536 • Total by Division 137,423 123,052 159,480 211,188 257,536 257,536 • Budget by Fund • General Fund 137,423 123,052 159,480 211,188 257,536 257,536 • Total by Fund 137,423 123,052 159,480 211,188 257,536 257,536 - • • • • • • • • • • • • • • • • • • • • • • Policy and Legislation Page 201 • • • City of Tigard 2008-2009 Fiscal Year Annual Budget 050- Mayor and Council Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 - Budget by Category - Personal Services 57,632 54,836 63,470 59,475 104,723 104,723 Materials and Services 79,791 68,216 96,010 151,713 152,813 152,813 Total by Category 137,423 123,052 159,480 211,188 257,536 257,536 - Budget by Division Mayor and Council 137,423 123,052 159,480 211,188 257,536 257,536 Total by Division 137,423 123,052 159,480 211,188 257,536 257,536 Budget by Fund General Fund 137,423 123,052 159,480 211,188 257,536 257,536 - Total by Fund 137,423 123,052 159,480 211,188 257,536 257,536 - Policy and Legislation Page 202 City of Tigard 2008-2009 Fiscal Year Annual Budget - 050 - Mayor and Council - Program Results: - • Basic city services provided to citizens are cost-effective and are delivered without interruption. • Tigard's interest in regional and statewide activities is coordinated with appropriate agencies - and jurisdictions. - • Tigard citizens are involved in the community and participate effectively. • Programs and activities are available in the community to meet the needs of a diverse population. • External and internal City assets are well managed and utilized. - Prom Lion: The Mayor and Council represent the legislative and policy leadership for City government. The Mayor and Councilors are elected by citizens for four-year terms on a non-partisan basis and serve - part-time. The Council hires the City Manager to run day-to-day operations. The City Council reviews, revises, and adopts City laws and policies and sets the overall direction of the City. - FY2007--08 Accomplishments: • Comprehensive Plan - - Updating the blueprint for the City - - Public Input The Comprehensive Plan Update was essentially completed. • Continue to Support Implementation of the Downtown Plan - Pursue funding for projects - - Prepare for business /developer recruitment - Promote Tigard identity - Promote community fabric in the downtown ■ Business Development - ■ Public Square ■ Farmers Market ■ Arts & Culture The Fanno Creek Park and Plaza Master Plan was adopted by City Council which included a - location for Public Square including a Farmer's Market on a "Festival Street" adjacent to the Plaza. Policy & Legislation Page 203 - - City of Tigard - 2008-2009 Fiscal Year Annual Budget 050 - Mayor and Council • Aggressively pursue funding to correct traffic congestion within the City - - Seek funding for 99W improvements - - Support the I-5 Connector - - Support Hwy 217 funding The City received a Transportation and Growth Management (TGM) grant to update to the City's - Transportation System Plan; develop a Neighborhood Pedestrian Connections Plan, and conduct a - Transportation/Land Use Study of the Tigard Triangle. The 99W Corridor Improvement and Management Plan was completed. A 3-cent Fuel Tax was implemented to fund Greenberg Road/Highway 99W/Main Street Intersection Improvements. The City received a grant to fund - bike and pedestrian safety improvements in and around the intersection of Bonita Road & Hall - Boulevard. • Improve Council/Citizen communications - Complete the City Active Neighborhood (CAN) Program - - Citizen comment card at City Hall/Council meetings - - Boards & Commissions • Develop a regular training program for new members • Develop a tracking system for Board & Commission recommendations • Appoint Council liaisons to each Board and Commission - Periodically sit in on • meetings • Recognize & develop Boards & Commissions as sources for future Council - • candidates - • Staff - - Periodically attend staff meetings The Neighborhood Network Program was implemented citywide. The Citizen Comment Card was - completed and is readily available to the public. Training was held for Board and Committee - members and staff liaisons. • Increase Tigard's involvement with Washington County, Metro, State, ODOT, Tri- - Met, and Federal government Tigard staff coordinated with State, County, and Metro regarding Transportation issues; City staff met with Federal Emergency Management Association representatives to address changes - in the program and potential impacts on Tigard. City representatives met with the Legislative - delegation, City Manager Groups, County representatives, Metro, ODOT and Tri-Met officials on a regular basis to discuss projects and issues of mutual interest. - Polity & Legislation Page 204 City of Tigard 2008-2009 Fiscal Year Annual Budget - 050 - Mayor and Council FY2008-09 Goals and Obiectives: - January 4th the City Council met to set its goals for the coming year. These goals represent those items that the Council feels deserve special attention in the months ahead. The City will accomplish much more than what is listed here, but we identify these to be of particular importance to our - residents. • Pursue opportunities to reduce traffic congestion in Tigard. - Pursue immediate low-cost projects to improve traffic flow. - Explore light rail on 99W. - Promote an access control study of 99W. - - Support the I-5/99W connector project. - - Continue state and regional advocacy for transportation improvements in Tigard. • Complete the update and begin the implementation of the Comprehensive Plan. • Implement the Downtown Urban Renewal Plan. - - Prioritize and begin implementing tasks identified in the development strategy for - downtown. • Promote and honor good citizenship in Tigard. - - Recognize good citizenship by individuals and groups. - - Build youth involvement programs. - - Support the neighborhood program. • Explore the possibility of placing a parks and greenspaces bond on the ballot in 2010. • Make a decision on Tigard's long-range water source(s). - Policy & Legislation Page 205 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 050- Mayor and Council 2005-06 2006-07 2007-08 2008-09 - Workload Measures • Population served 44,570.00 45,501.00 46,400.00 46,715.00 Number of Council meetings (plus joint mtgs & 5th 39.00 48.00 44.00 46.00 - Tuesdays) - Average hours of Council meetings 3.00 3.00 4.00 4.00 - Number of ordinances adopted 19.00 30.00 10.00 15.00 Number of resolutions adopted 74.00 85.00 75.00 75.00 Effectiveness Measures Avg Performance Rating-areas most important to 0.00 0.00 7.00 7.00 - citizens - Citizens rating of city services as good/better on survey 0.00% 85.00% 57.00% 65.00% Citizens who feel Tigard will be better in the future 0.00% 70.00% 0.00% 0.00% - Full Time Equivalent Positions Mayor/City Council receive $475 and $350 0.00 0.00 0.00 0.00 - respectively/mo. - Total Full Time Equivalent Positions 0.00 0.00 0.00 0.00 . Policy & Legislation Page 206 City of Tigard 2008-2009 Fiscal Year Annual Budget 050- Mayor and Council - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 - Personal Services - Salaries- Full Time 22,500 22,272 22,500 22,500 64,500 64,500 Employee Benefits 35,132 32,564 40,970 36,975. 40,223 40,223 Total Personal Services 57,632 54,836 63,470 59,475 ' 104,723 104,723 Materials and Services Professional/Contractual Srvcs 13,786 7,925 3,750 42,900 42,900 42,900 - Legal Expenses 12,000 12,000 12,000 Office Supplies 5,639 5,982 6,000 1,200 1,200 1,200 Special Department Expenses 12,156 4,843 31,075 27,950 27,950 27,950 - Advertising & Publicity 209 368 1,000 2,000 2,000 2,000 Dues & Subscriptions 33,152 36,552 39,170 43,150 43,150 43,150 Travel and Training 14,849 12,546 15,015 22,513 23,613 23,613 - Total Materials and Services 79,791 68,216 96,010 151,713 152,813 152,813 - Division Tota 137,423 123,052 159,480 211,188 257,536 257,536 - Policy & Legislation Page 207 - • • CITYADMINISTRATION PROGRAM • • City Administration Organization Chart 208 • • Expenditure/FTE Summarv 209 • City Administration • Organization Chart/FTE Summary 210 • City Management 212 Human Resources 216 • . Risk Management 220 • Office Services 224 • • Municipal Court 227 • City Recorder/ Records 230 • • Financial and Information Services • • Organization Chart/FTE Summary 234 • Financial and Information Services Administration 236 • • Financial Operations 240 • Utility Billing 243 • Information Technolo~ 246 • • • • • • • • • • • • • • lkli t I 00 N pL N P+ W A5 x Z ~w 0 ~o z~ w o w z 0 a z V q 1-4 V p V City of Tigard 2008-2009 Fiscal Year Annual Budget - 10- City Administration Program . Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 41.90 41.90 43.55 45.55 45.55 45.55 - Budget by Category - Personal Services 2,898,652 3,051,048 3,640,007 3,851,210 3,851,210 3,851,210 - Materials and Services 1,187,266 1,274,045 1,479,263 2,006,266 2,006,266 2,006,266 Capital Outlay 10,489 5,500 635,000 635,000 635,000 - Total by Category 4,085,918 4,335,582 5,124,770 6,492,476 6,492,476 6,492,476 - Budget by Division City Management 483,570 495,106 604,273 740,970 740,970 740,970 - Human Resources 374,831 387,364 607,324 781,022 781,022 781,022 - Risk Management 546,299 538,605 593,099 242,010 242,010 242,010 Office Services 476,054 565,285 664,226 522,694 522,694 522,694 - Municipal Court 226,426 228,845 256,888 388,063 388,063 388,063 City Recorder/Records 622,374 622,374 622,374 Financial & Information Servic 281,887 300,210 358,147 669,478 669,478 669,478 - Financial Operations 824,965 883,730 1,055,841 523,827 523,827 523,827 Utility Billing 558,668 558,668 558,668 Information Technology 871,886 936,437 984,972 1,443,370 1,443,370 1,443,370 - Total by Division 4,085,918 4,335,582 5,124,770 6,492,476 6,492,476 6,492,476 - Budget by Fund - General Fund 226,426 228,845 256,888 388,063 388,063 388,063 - Central Services Fund 3,859,492 4,106,737 4,867,882 6,104,413 6,104,413 6,104,413 Total by Fund 4,085,918 4,335,582 5,124,770 6,492,476 6,492,476 6,492,476 City Administration Page 209 - • • • • • • • • • • • • • • CITY ADMINISTRATION • HUMAN RESOURCES CITY MANAGEMENT • • OFFICE SERVICES RISK MANAGEMENT • CITY RECORDER/ RECORDS MUNICIPAL COURT • • • • • • • • • • • • • • • • • • • City Administration Page 210 • • City of Tigard 2008-2009 Fiscal Year Annual Budget - 100- City Administration Department Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 20.10 20.10 21.55 23.55 23.55 23.55 Budget by Category - Personal Services 1,465,193 1,566,835 1,781,144 2,047,779 2,047,779 2,047,779 - Materials and Services 641,987 637,881 939,166 914,354 914,354 914,354 Capital Outlay 10,489 5,500 335,000 335,000 335,000 Total by Category 2,107,180 2,215,205 2,725,810 3,297,133' 3,297,133 3,297,133 - Budget by Division City Management 483,570 495,106 604,273 740,970 740,970 740,970 - Human Resources 374,831 387,364 607,324 781,022 781,022 781,022 - Risk Management 546,299 538,605 593,099 242,010 242,010 242,010 Office Services 476,054 565,285 664,226 522,694 522,694 522,694 - Municipal Court 226,426 228,845 256,888 388,063 388,063 388,063 City Recorder/Records 622,374 622,374 622,374 Total by Division 2,107,180 2,215,205 2,725,810 3,297,133 3,297,133 3,297,133 Budget by Fund - General Fund 226,426 228,845 256,888 388,063 388,063 388,063 Central Services Fund 100,754 1,986,360 2,468,922 2,909,070 2,909,070 2,909,070 . Total by Fund 2,107,180 2,215,205 2,725,810 3,297,133 3,297,133 3,297,133 - City Administration Page 211 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 100 - City Management - Program Results: • Tigard citizens have access to accurate information on current issues in a variety of formats. • Plans and programs are in place for coordinated management of the City's assets. • Tigard citizens participate in programs and activities that connect them with decision- makers and community members. - • Volunteer spirit is maximized through community-wide coordination of volunteers. • City departments proactively manage issues and achieve stated goals. Program Description: - The City Management Division consists of the City Manager and staff supporting the activities of the City Council and assisting in the overall management of City programs. - The City Manager is hired by the City Council to run the daily affairs of the City and to implement - policies adopted by the Council. A major focus of this Division is on communications among the City, citizens, and employees. Specific activities of this Division include: • Communicate the direction from City Council on policies, laws, and directives to the - Executive Staff and employees. • Encourage the use of a variety of communication tools, including the Cityscape, the City's web page, cable television programming, and use other means to make information available to citizens and employees. - • Review and refine the information presented to the City Council. - • Seek other financing options through grant opportunities for programs already identified. FY2007-08Accoma.& ments: - • Improved communications through continuous review (utilizing the department - communicators) of communication tools used to provide timely, easily accessed information about City services, programs and accomplishments. Through reorganization of a city department, more staff resources are dedicated to ensuring the information on the web site - is current and written communication tools are developed and reviewed to ensure - information is clear, accurate and timely. • Anticipated actions and decisions needed from the Council by administering and encouraging the establishment of work programs and project timelines. The City Manager and Department Directors meet bi-weekly to review the status of projects to ensure - timelines are met. - • Monitored progress on Council Goals. Updates on Council Goals were issued quarterly. • Increased the level of support from volunteers in all City departments. City Administration Page 212 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 100 - City Management • Implemented an Enhanced Neighborhood Citizen Involvement Program integrating the - Community Connector and Community Assessment Programs (CAP). The Neighborhood - Network Program was implemented citywide in February 2008. FY2008-09 Goals and Objectives: • Continuously improve communications through review (utilizing the department - communicators) of communication tools used to provide timely, easily accessed information about City services, programs and accomplishments. Ensure the information on the web site is current and written communication tools are developed and reviewed to ensure - information is clear, accurate and timely. - • Continuously improve the city's operational efficiency through regular review of departmental goals and operations. • Anticipate actions and decisions needed from the Council by administering and encouraging the establishment of work programs and project timelines. The City Manager and - Department Directors will continue to meet bi-weekly to review the status of projects to - ensure timelines are met. • Monitor progress on Council Goals. Issue updates quarterly. • Increase the level of support from volunteers in all City departments. • Complete implementation of the Neighborhood Network Program citywide, featuring - Neighborhood Beautification and Community Building Events and grants. - City Administration Page 213 - - City of Tigard - 2008-2009 Fiscal Year Annual Budget 100- City Management 2005-06 2006-07 2007-08 2008-09 Workload Measures Cityscape issues published each year 10.00 12.00 12.00 12.00 Council goals report issued during the year 4.00 4.00 4.00 4.00 - Number of Community Connectors 37.00 40.00 44.00 0.00 - Volunteer hours contributed 22,000.00 23,100.00 28,825.00 29,835.00 Number of volunteer projects 0.00 0.00 50.00 120.00 Number of volunteer referrals 0.00 0.00 140.00 330.00 Effectiveness Measures People naming the City's website as source of 17.00% 17.00% - information Number of volunteer hours contributed (FTE equivalent) 10.00 11.00 11.00 0.00 Awards for quality city programs 0.00 5.00 6.00 0.00 People that name Cityscape as a source of information 69.00% 69.00% Full Time Equivalent Positions - City Manager 1.00 1.00 1.00 1.00 - Assistant City Manager 1.00 1.00 1.00 1.00 - Communications/Graphic Designer 0.00 0.00 1.00 1.00 Executive Assistant to City Administration 1.00 . 1.00 1.00 1.00 Program Development Specialist 0.80 0.80 0.80 0.80 - Assistant to the City Manager 0.00 0.00 0.00 0.50 - Total Full Time Equivalent Positions 3.80 3.80 4.80 5.30 City Administration Page 214 City of Tigard - 2008-2009 Fiscal Year Annual Budget - 100- City Management Actual Actual Revised Proposed Approved Adopted . 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 3.80 3.80 4.80 5.30 5.30 5.30 Personal Services Salaries- Full Time 322,153 331,954 374,028 433,76$ 433,768 433,768 Employee Benefits 89,689 98,460 117,075 135,376~" 135,376 135,376 - Accrued Vacation F. : Total Personal Services 411,842 430,414 491,103 569,144 9,144 569,144 Materials and Services ProfessionallContraetual Srvcs 7,949 10,296 45,901 22,116 22,116 22,116 Legal Expenses 10,000 10,000 10,000 . Small Tools & Equipment 680 Office Supplies 8,522 8,606 14,260 10,660 10,660 10,660 Special Department Expenses 10,392 1,748 5,470 69,940 69,940 69,940 . Advertising & Publicity 35,936 31,460 30,154 40,556 40,556 40,556 Dues & Subscriptions 1,632 2,433 2,483 2,300 2,300 2,300 Fees and Charges 5 20 Travel and Training 7,290 7,715 12,274 14,874 14,874 14,874 Telecommunications 2 1,504 1,560 1,380 1,380 1,380 . Computer Hardware and Software 230 1,068 . Total Materials and Services 71,728 64,692 113,170 171,826 171,826 171,826 Division Tota 483,570 495,106 604,273 740,970 740,970 740,970 i i i , Page Administration 215 City of Tigard 2008-2009 Fiscal Year Annual Budget - 110 - Human Resources - Program Results: • The City attracts, develops, motivates and retains high quality employees, with consideration to financial resources and effectiveness. • The City complies with local, state and federal employment laws. - • Human Resources support and assistance is provided to internal customers to enhance the - efficiency and effectiveness of operating departments. Program Description: - The Human Resources Division provides human resource management to the City by developing and implementing policies, programs and services which contribute to the attainment of City and employee goals. Human Resources is responsible for maintaining compliance with employment laws - and government regulations, and providing supervisory personnel with the training, support and - assistance to effectively lead. Program services include recruitment and selection, testing, benefit administration, new employment orientation, labor relations, employee and supervisory training, personnel policy development and administration, job classification and salary administration, - personnel record management, equal employment opportunity administration, dispute resolution, - and employee relations and recognition. FY2007-08 Accomp&hments: - • Completed City Wide Job Classification and Compensation Study covering 281 positions - and 125 existing job classifications. • Increased employee participation in proactive Healthy Benefits Program resulting in award of grant. • City Wide Wellness Program with education & information components. - • Executive leadership training and development. - • Ethics training revisited in all departments. • Bi-lingual testing for city employees. • Background checking for all City job applicants and employees. - City Administration Page 216 City of Tigard 2008-2009 Fiscal Year Annual Budget - 110 - Human Resources .FY2008-09 Goals and Obiecdves: • Conversion of personnel records to electronic records stored in digital format. - • Negotiate Tigard Police Officers Association contract. • Manager/ Supervisor training program for leadership succession and competency attainment • Benefit online enrollment system. • Streamline HR processes to capture efficiencies in meeting customer needs. • Evaluate methods and options to control expenses for health programs. - • Enhance intranet offerings and ease of use for HR related services. - • Analyze staffing data and trends to align with strategic goals and a workable succession plan. - • Deliver high quality human resources consultation and solutions. • Maintain a high level of HR staff competence and professionalism. • New HR/Finance integrated information system with on-line application service. City Administration Page 217 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 110- Human Resources 2005-06 2006-07 2007-08 2008-09 - Workload Measures Number of recruitments 70.00 50.00 70.00 90.00 Total number of job applications received 2,000.00 2,000.00 2,300.00 2,500.00 - Total number of attendees at HR sponsored employee 350.00 400.00 850.00 850.00 events Total number of HR sponsored employee events 10.00 12.00 45.00 50.00 - Total number of City FTE 268.00 272.00 283.30 283.30 - Effectiveness Measures - Employees successfully completing probation 100.00% 95.00% 100.00% 100.00% - Employees still employed afterfive years 60.00% 60.00% 65.06% 65.00%- Full Time Equivalent Positions - Human Resources Assistant 1.00 1.00 1.00 1.00 Human Resources Director 1.00 1.00 1.00 1.00 Senior Human Resources Analyst 2.00 2.00 2.00 2.00 - Human Resources Technician 0.00 0.00 0.00 1.00 - Total Full Time Equivalent Positions 4.00 4.00 4.00 5.00 - City Administration Page 218 City of Tigard 2008-2009 Fiscal Year Annual Budget - 110- Human Resources - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 4.00 4.00 4.00 5.00 5.00 5.00 - Personal Services - Salaries- Full Time 257,364 264,111 274,869 321,736 321,736 321,736 Salaries- Part Time 10,000 Salaries- Temporary 1,606 2,063 19,600." F. 19,600 19,600 - Employee Benefits 84,471 91,588 100,238 126,281 126,281 126,281 Accrued Vacation Total Personal Services 343,441 357,762 385,107 4671617 467,617 467,617 - Materials and Services - Professional/Contractual Srvcs 7,676 6,049 163,840 86,745 86,745 86,745 - Legal Expenses 162,500 162,500 162,500 Small Tools & Equipment 300 - Office Supplies 7,291 11,770 11,745 13,830 13,830 13,830 - Special Department Expenses 6,625 5,938 10,700 11,300 11,300 11,300 Dues & Subscriptions 2,265 1,511 3,182 3,100 3,100 3,100 - Travel and Training 7,533 2,678 28,950 31,900 31,900 31,900 - Telecommunications 582 1,080 1,080 1,080 Computer Hardware and Software 774 3,800 2,950 2,950 2,950 - Total Materials and Services 31,390 29,602 222,217 313,405 313,405 313,405 - Division Tota 374,831 387,364 607,324 781,022 781,022 781,022 - City Administration Page 219 - City of Tigard 2008-2009 Fiscal Year Annual Budget - 120 - Risk Management - Program Results: • The City's employees and assets are protected from harm and adverse financial impact. • Prompt, effective & efficient services are provided to internal & external customers. - Program Description: The division provides risk management services to the City Council and all departments in the City. The Risk Manager reports directly to the City Manager. Risk Management provides a - comprehensive program which strives to achieve the following citywide results: • Establish, to the extent possible, an exposure-free work and service environment in which personnel as well as members of the public can enjoy safety and security in the course of - their daily pursuits. - • Preserve assets and service capabilities from loss, destruction, or depletion. • Protect against the financial consequences of accidental losses that are catastrophic in nature. • Minimize the total long-term cost of all activities related to the identification, prevention and control of accidental losses and their consequences. • Create and maintain a system of internal procedures providing a constant reassessment of • fluctuating exposure to loss and available financial resources, including insurance. FY2007-08Accomplishments: - • Preserved City's ability to purchase property/casualty insurance at reasonable rates through - claims management and liability reduction practices. • Provided special project support for City Manager to provide effective and efficient services citywide - included internal reviews of various City services and business management practices, liaison with Loaves & Fishes in providing Tigard's senior services. - • Reviewed & updated City policies and procedures to reflect best practices - included citywide - policy and procedure reviews including property acquisition procedures, property lease practices, early return to work, physical requirements, background reviews, computer services practices and procedures, ergonomic work reviews, etc. - • Maintained & enhanced communication with citizens through regular Citywide Vision - updates with citizens throughout the year. - City Administration Page 220 City of Tigard - 2008-2009 Fiscal Year Annual Budget 120 - Risk Management FY2008-09 Goals and Obiectrves: - • Preserve City's ability to purchase property/casualty insurance at reasonable rates. • Review & update City policies and procedures to reflect best practices - special emphasis on physical/mental requirement updates to classification descriptions. • Provided special project support for City Manager to ensure effective and efficient services - citywide. - • Auto claim reduction emphasis - Roll out driver license monitoring program and auto exposure investigations review/reporting procedures citywide; review departmental protocols for auto exposure investigations. City Administration Page 221 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 120- Risk Management 2005-06 2006-07 2007-08 2008-09 - Workload Measures Number of risk staff dedicated to risk work 1.00 1.80 1.80 2.00 - Number of general liability claims (property & casualty) 41.00 38.00 42.00 45.00 - Number of vehicle collisions 16.00 25.00 14.00 12.00 - Number preventable auto accidents 18.00 10.00 8.00 6.00 • Number of Work Compensation (WC) claims processed 17.00 19.00 11.00 10.00 - Effectiveness Measures WC experience modification factor(1=industry average) 0.67 0.88 0.93 0.95 General liability claims that move to litigation 4.00% 2.40% 2.50% - Traffic collisions incident involve law enf (per 100k 0.50 2.00 1.50 1.30 - miles) Average cost of traffic collision-law enforcement $0.00 $0.00 $3,540.00 $3,540.00 Traffic collisions incident rate-other veh (per 100k 1.00 1.00 0.63 0.50 - miles) - Average cost of traffic collision-other vehicles $0.00 $0.00 $1,367.00 $1,367.00 Avg # of worker days lost per WC claim 1.77 1.50 4.70 4.70 - Full Time Equivalent Positions Risk Management Technician 1.00 1.00 1.00 1.00 Senior Management Analyst/Risk 1.00 1.00 1.00 0.50 - Management Analyst 0.00 0.00 0.00 1.00 - Total Full Time Equivalent Positions 2.00 2.00 2.00 2.50 - City Administration Page 222 City of Tigard 2008-2009 Fiscal Year Annual Budget - 120- Risk Management - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 2.00 2.00 2.00 2.50 2.50 2.50 - Personal Services - Salaries- Full Time 115,275 118,299 123,117 149,162 149,162 149,162 Salaries- Overtime 34 2,000 2,000 2,000 Employee Benefits 43,150 45,244 50,614 68,078 „ 68,078 68,078 - Accrued Vacation 1,360 1,360 1,360 Total Personal Services 158,459 163,543 173,731 220,600 220,600 220,600 Materials and Services Professional/Contractual Srvcs 2,348 2,352 2,210 1,055 1,055 1,055 Legal Expenses 4,500 4,500 4,500 - Small Tools & Equipment .15 Office Supplies 4,827 4,711 4,590 6,915 6,915 6,915 - Special Department Expenses 104 191 224 670 670 670 Advertising & Publicity 370 370 370 Dues & Subscriptions 1,188 1,030 870 835 835 835 - Travel and Training 2,094 943 4,029 3,515 3,515 3,515 Fuel 75 75 75 Rents and Leases - Telecommunications 333 207 145 825 825 825 Insurance 376,946 364,923 406,600 Computer Hardware and Software 690 700 2,650 2,650 2,650 - Total Materials and Services 387,840 375,062 419,368 21,410 21,410 21,410 - Division Tota 546,299 538,605 593,099 242,010 242,010 242,010 - City Administration Page 223 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 130 - Office Services Program Results: • Centralized and efficient customer service is provided to internal and external customers. - • The City's website provides the public with comprehensive information about the City and - its services. • "Branding" of city materials /publications for a consistent, professional appearance. Program Description: - Office Services is managed by the Administrative Services Manager. The Administrative Services Manager reports to the Assistant City Manager. - Office Services is a general clerical unit that provides support to all City departments. This support includes reception, switchboard coverage, mail services, web support, coordination of copier maintenance, and purchasing of paper products. Departments also request help with copy projects, data entry, filing, and desktop publishing and graphic design projects. • Services provided by Office Services as a part of normal business are those that can be accomplished with current staffing levels, within reasonable time frames. Individual departments /divisions should consider budgeting for any outside services handled by Office Services on their behalf such as - specialized or non-standard folding and bindery; laminating/mounting of presentation materials; - and postage/mailing costs for large packages or mass mailings (over 50 pieces of the same material being mailed; i.e. newsletters, postcards, other informational pieces to groups of citizens, etc.). - Additionally, staff provides assistance to the public through coordination of room reservations, - direction of phone calls, notary services, passport acceptance backup and inquiries received through the City's website. - FY2007-08A ccomPlishments: • The annual division survey was completed. Office Services continues to receive positive comments about the service provided. • The annual room user survey was completed. Information from the survey responses was - used to update the room use policies. FY2008-09 Goals and Obiectives: • • Review the room reservation procedures and fees, and update as necessary. - • Continue to research on-line software/system for room reservations. • Begin tracking of postage costs by division. • Review graphics, duplicating, mailing, room reservation and clerical work requests and workflow procedures to assess current and future needs. • Reach/maintain a 95% rate of meeting requested deadlines on all Office Services requests. City Administration Page 224 • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 130- Office Services • 2005-06 2006-07 2007-08 2008-09 • Workload Measures • Average number of switchboard calls per day 345.00 370.00 315.00 315.00 • Avg number of work projects per month (administrative) 40.00 50.00 58.00 58.00 • Avg number of pieces of mail sent per month 5,685.00 5,500.00 5,680.00 5,680.00 • Avg number of hours spent on room reservations per 34.00 35.00 43.00 43.00 month • Number of incoming records 80.00 80.00 70.00 0.00 • Average time required to provide records (mins) 20.00 30.00 30.00 0.00 • Average number of records requests per month 40.00 0.00 30.00 0.00 • Cubic feet of records destroyed (annual) 170.00 0.00 179.00 0.00 Number of City Council mtgs where minutes are taken 0.00 0.00 39.00 0.00 • (yr) • Effectiveness Measures • Office Services rated good/excellent on 100.00% 100.00% 95.60% 96.00% • response/accuracy Room Reservations customer service rating as 98.00% 98.00% 99.00% 99.00% • good/excellent • Requests responded to within two hours 98.00% 98.00% 98.00% 98.00% Projects delivered by requested date 80.00% 80.00% • Microfilmed records to archives for storage 28.00% 95.00% 80.00% • Records meeting the minimum retention 99.00% 80.00% 80.00% • Draft of City Council min. provided within 2 weeks 0.00% 80.00% 65.00% • Municipal Code updates are posted online by effective 100.00% 100.00% date • Full Time Equivalent Positions • Administrative Services Manager 0.50 0.50 0.50 0.50 • Administrative Specialist I 1.00 1.00 1.00 1.00 • Administrative Specialist II 1.00 1.00 1.00 1.00 Information Processing Technician 1.00 1.00 0.00 0.00 • Office Services Supervisor 0.00 0.00 1.00 1.00 • PBX Operator 1.00 1.00 1.00 1.00 • City Recorder 0.80 0.80 1.00 0.00 • Senior Administrative Specialist 1.00 1.00 1.00 0.00 Confidential Administrative Assistant 11 1.00 1.00 1.00 0.00 • Total Full Time Equivalent Positions 7.30 7.30 7.50 4.50 • • • • • • • • City Administration Page 225 • • • City of Tigard - 2008-2009 Fiscal Year Annual Budget - 130- Office Services - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 7.30 7.30 7.50 4.50 4.50 4.50 - Personal Services Salaries- Full Time 268,367 293,918 349,921 212,548 212,548 212,548 Salaries- Part Time - Salaries- Overtime 127 Employee Benefits 108,933 142,644 184,899 106,580 106,580 106,580 - Accrued Vacation - Total Personal Services 377,300 436,689 534,820 319,128 319,128 319,128 - Materials and Services - Professional/Contractual Srvcs 10,675 7,116 5,600 Repairs & Maintenance 1,198 429 2,225 28,853 28,853 28,853 - Small Tools & Equipment 140 3,275 3,275 3,275 - Office Supplies 77,991 103,366 102,360 128,015 128,015 128,015 Special Department Expenses 630 664 561 - Advertising & Publicity 2,254 648 460 300 300 300 Dues & Subscriptions 381 325 600 839 839 839 Fees and Charges 1,452 946 2,000 - Travel and Training 674 1,380 9,010 2,093 2,093 2,093 Fuel 325 325 325 Rents and Leases 3,498 2,534 600 24,417 24,417 24,417 - Telecommunications 1 79 10 Computer Hardware and Software 480 480 15,449 15,449 15,449 - Total Materials and Services 98,754 118,107 123,906 203,566 203,566 203,566 Capital Outlay Equipment 10,489 5,500 - Total Capital Outlay 10,489 5,500 - Division Tota 476,054 565,285 664,226 522,694 522,694 522,694 • City Administration Page 226 City of Tigard 2008-2009 Fiscal Year Annual Budget 140 - Municipal Court - Program Results: - • Court services are provided locally. • Public education about Oregon law and traffic safety concerns in Tigard. Program Description: - Municipal Court is part of a two-section division managed by the Administrative Services Manager. The Administrative Services Manager reports to the Assistant City Manager. - Tigard Municipal Court provides a local forum for the resolution of parking, minor traffic citations, and limited misdemeanors. Provisions of the Tigard Municipal Code relating to nuisance, building code, licensing, and other violations are also enforced through Tigard's Municipal Court. The - majority of cases heard in Municipal Court are traffic violations. - The City's Youth Court is an additional component of the Municipal Court. Under a general order of the Washington County Circuit Court, the Tigard Youth Court adjudicates misdemeanor and - status offenses for first-time juvenile offenders who are fourteen and older. - FY2007-08Accomplishments: • Completed criminal court study to determine feasibility of processing adult misdemeanor - caseload. • Implemented web-based version of FullCourt software. • Monitored and implemented legislative changes. • Monthly "Rules of the Road" column added to Cityscape and distributed to the public in handouts. FY2008-09 Goals and Obiectives: • If approved by Council, implement an adult misdemeanor caseload. - • Review effectiveness of FullCourt software and begin accepting on-line payments. - City Administration Page 227 - I - City of Tigard 2008-2009 Fiscal Year Annual Budget 140- Municipal Court 2005-06 2006-07 2007-08 2008-09 Workload Measures Number of traffic citations processed 5,586.00 7,000.00 6,600.00 7,200.00 - Number of licenses suspended for failure to pay fine 1,115.00 1,400.00 1,320.00 1,440.00 - Number of trials per year docketed 670.00 770.00 725.00 790.00 Average fine amount collected $97.00 $90.00 $94.00 $90.00 - Effectiveness Measures Cases disposed of within 90 days of issuance of citation 95.00% 95.00% 96.00% 95.00% Assessed fines collected during the year 78.00% 75.00% 81.00% 75.00% - Cases resulting in license suspension for failure to pay 20.00% 20.00% 17.00% 20.00% Full Time Equivalent Positions - Administrative Services Manager 0.50 0.50 0.50 0.50 - Administrative Specialist 1 0.50 0.50 0.50 0.50 - Administrative Specialist II 2.00 2.00 2.00 2.00 - Total Full Time Equivalent Positions 3.00 3.00 3.00 3.00 - City Administration Pape 228 City of Tigard 2008-2009 Fiscal Year Annual Budget - 140- Municipal Court Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 3.00 3.00 3.25 3.25 3.25 3.25 - Personal Services - Salaries- Full Time 110,832 115,149 134,546 159,477 159,477 159,477 Salaries- Part Time 12,967 13,068 Salaries- Temporary 340 - Employee Benefits 50,012 50,210 61,837 58,5.62 58,562 58,562 Total Personal Services 174,151 178,427 196,383 218;039 218,039 218,039 Materials and Services Professional/Contractual Srvcs 45,279 39,466 45,170 53,000 53,000 53,000 - Legal Expenses 75,000 75,000 75,000 - Repairs & Maintenance 150 150 150 Office Supplies 1,674 2,192 3,275 7,575 7,575 7,575 - Special Department Expenses 191 219 330 3,050 3,050 3,050 - Advertising & Publicity 626 455 330 330 330 Dues & Subscriptions 235 285 385 505 505 505 - Fees and Charges 2,212 - Travel and Training 2,058 3,326 5,845 7,325 7,325 7,325 Telecommunications - Insurance- Liability 3,577 3,577 3,577 Insurance- Flood 137 137 137 Insurance- Property 625 625 625 - Computer Hardware and Software 4,475 5,500 18,750 18,750 18,750 Total Materials and Services 52,275 50,418 60,505 170,024 170,024 170,024 Capital Outlay Equipment Total Capital Outlay Division Tota 226,426 228,845 256,888 388,063 388,063 388,063 - City Administration Page 229 i - City of Tigard - 2008-2009 Fiscal Year Annual Budget 150 - City Recorder/ Records II~ - Program Results: ~I • Centralized and efficient customer service is provided to internal and external customers. - • City Recorder support is provided to City Council. - • Records are provided to the public as required under Oregon's public records law. - • Management of inactive departmental records is provided. • City records are protected through use of current records management practices and use of technology. - Program Description: The City Recorder/Records section is supervised by the City Recorder and managed by the Administrative Services Manager. The Administrative Services Manager reports to the Assistant - City Manager. The City Recorder Section provides legislative, electoral, and record-keeping services to the City Council, the public, and staff and facilitates public access to the legislative process to ensure - compliance with legislative requirements and openness of the decision-making process. Citywide support also includes file management, records retrieval, coordination of litigation records, and training on records management issues. The section develops and updates policies supporting - the retention and disposition of City records. Public records may only be destroyed according to - schedules developed by the State of Oregon Division of Archives and adopted by City Council. This section creates the destruction lists for departmental approval and coordinates the destruction of the approved records. Additionally, staff provides assistance to the public by responding to their requests for public records and through coordination of room reservations, direction of phone calls, and inquiries received through the City's website. - FY2007-08Accoma&Aments: - • The annual departmental survey was completed. The section continues to receive positive comments about the service provided. • The annual records destruction was completed. • Reorganization of files and the records destruction has allowed us to reduce our off-site - storage costs. - City Administration Page 230 City of Tigard 2008-2009 Fiscal Year Annual Budget - 150 - City Recorder/ Records FY2008-09 Goals and Obiectives: • Acquire an electronic document management system. - • Begin implementation of document management system. Participate in training to maximize - benefits of the electronic records management program when it becomes available in 2008. • Research workflow procedures to integrate with the document management system for Council meeting documentation (staff reports, agenda scheduling, follow up, meeting record). - • Monitor legislative activity: elections, public records, public meeting law. - • Update Vital Records Inventory. - • Update Records Disaster Recovery Plan. • Review City Charter and propose changes to update; solicit City Council input regarding amendments it might determine to forward to the voters. - • Refine guidelines for e-mail; provide information to staff. - • Participate in the State Archivist's review of the Local Government Retention Schedule. - • Refine Council packet process and offer training to staff. City Administration Page 231 - City of Tigard - 2008-2009 Fiscal Year Annual Budget 150- City Recorder/Records 2005-06 2006-07 2007-08 2008-09 - Workload Measures Number of incoming records entered into the file system 0.00 0.00 0.00 70.00 - Average length of time required to provide records 0.00 0.00 0.00 30.00 - (mins) Average number of records requests per month 0.00 0.00 0.00 40.00 Cubic feet of records destroyed - annual destruction 0.00 0.00 0.00 100.00 - Number of City Council mtgs where minutes are taken 0.00 0.00 0.00 42.00 - (year) - Effectiveness Measures - Microfilmed records to archives for storage 0.00 0.00 0.00 85.00 Records meeting the minimum retention requirements 0.00% 80.00% - destroyed - Draft of City Council minutes provided within 2 weeks 0.00% 80.00% Municipal Code updates are posted online by effective 0.00% 100.00% date Full Time Equivalent Positions City Recorder 0.00 0.00 0.00 1.00 - Senior Administrative Specialist 0.00 0.00 0.00 1.00 - Confidential Administrative Assistant II 0.00 0.00 0.00 1.00 - Total Full Time Equivalent Positions 0.00 0.00 0.00 3.00 - City Administration Page 232 City of Tigard 2008-2009 Fiscal Year Annual Budget 150- City Recorder/Records i Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 0.00 0.00 0.00 3.00 3.00 3.00 - Personal Services - Salaries- Full Time 153,954 153,954 153,954 Salaries- Temporary 23,070 23,070 23,070 Employee-Benefits 767227 76,227 76,227 - Total Personal Services 253,251 253,251 253,251 - Materials and Services - Professional/Contractual Srvcs 16300 16,300 16,300 Legal Expenses 1,000 1,000 1,000 Repairs & Maintenance 350 350 350 - Office Supplies 4,450 4,450 4,450 Advertising & Publicity 600 600 600 i Dues & Subscriptions 810 810 810 - Fees and Charges 2,350 2,350 2,350 Travel and Training 7,483 7,483 7,483 - Fuel 300 300 300 - Computer Hardware and Software 480 480 480 Total Materials and Services 34,123 34,123 34,123 Capital Outlay Technology 335,000 335,000 335,000 - Total Capital Outlay 335,000 335,000 335,000 - Division Tota 622,374 622,374 622,374 - City Administration Page 233 - • • • • • • • • • • • • P • • FINANCIAL AND INFORMATION SERVICES i • ADMINISTRATION UTILITY BILLING • FINANCIAL OPERATIONS INFORMATION TECHNOLOGY • • • i i • • • • • i • • • • • • i • i • City Administration Page 234 i City of Tigard 2008-2009 Fiscal Year Annual Budget 200- Financial & Information Services Department - Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 21.80 21.80 22.00 22.00 22.00 22.00 Budget by Category Personal Services 1,433,459 1,484,213 1,858,863 1,803,431 1,803,431 1,803,431 - Materials and Services 545,279 636,164 540,097 1,091,912 1,091,912 1,091,912 - Capital Outlay 300,000 300,000 300,000 Total by Category 1,978,738 2,120,377 2,398,960 3,195,343" 3,195,343 3,195,343 Budget by Division - Financial & Information Services Adn 281,887 300,210 358,147 669,478 669,478 669,478 Financial Operations 824,965 883,730 1,055,841 523,827 '523,827 523,827 - Utility Billing 558,668 558,668 558,668 Information Technology 871,886 936,437 984,972 1,443,370 1,443,370 1,443,370 i Total by Division 1,978,738 2,120,377 2,398,960 3,195,343 3,195,343 3,195,343 - Budget by Fund Central Services Fund 1,978,738 2,120,377 2,398,960 3,195,343 3,195,343 3,195,343 Total by Fund 1,978,738 2,120,377 2,398,960 3,195,343 3,195,343 3,195,343 - City Administration Page 235 - 1 City of Tigard 2008-2009 Fiscal Year Budget - 200 - Financial and Information Services Administration - Program Results: • The City builds and maintains a strong financial position. • The Financial and Information Services Department contributes to the attainment of the - Tigard Council Goals. - • The Financial and Information Services Department supports departmental, operational, and - programmatic goals. • The Financial and Information Services Department provides expert financial advice and assistance and policy analysis to City departments. • The Financial and Information Services Department provides expert technical leadership - and support of the City's information technology infrastructure. Program Description: . - Activities of staff in Financial and Information Services Administration include the annual budget - process, long range financial planning, financial analysis, contract management, project management, procurement rules oversight, and advice to the City Council, the various boards and committees, and departments, the management and issuance of debt as required for general and enterprise activities, - and oversight of the Financial Operations, Utility Billings and Information Technology divisions. Financial and Information Services Administration continues to actively work to anticipate issues and to develop policies and procedures to allow the City to deal with issues as they occur. - The Director of Financial and Information Services reports directly to the City Manager and is responsible for all financial transactions and information technology of the City. This budget unit supports the activities of the Director. The Financial and Information Services Department includes - Financial and Information Services Administration, Financial Operations, Utility Billing and - Information Technology. FY2007-08Accomplishments: . - • Received Government Finance Officers Association's Distinguished Budget Presentation Award for Fiscal Year 2006-07. • Implemented a comprehensive budget development system and streamlined the annual operating and 5-year capital improvement program budget processes. - • Provided financial and policy support to other City departments as needed on special - projects. • Completed and published the Fiscal Year 2007-08 Annual Budget document. • Successfully guided the City through a lengthy and detailed financial, budgeting, human resource and risk information management system procurement process and successfully - executed the resulting contract. . - City Administration Page 236 City of Tigard 2008-2009 Fiscal Year Budget - 200 - Financial and Information Services Administration • Began the first stages of the financial, budgeting, human resource and risk information management system implementation. - • In coordination with the Tigard Police Department, drafted changes to the Tigard Municipal - Code changing from a business tax to a business license, and establishing a commercial crime unit funded from increases in business license fees. .FY2008-09 Goals and Objectives: - • Complete the implementation of the financial, budgeting, human resource and risk information management system. • Continue actively participating in the development of standards, planning and implementation of the city-wide geographical information systems initiative. Participate in - the GIS Steering Committee and provide leadership and financial direction to assure project success. • Provide technical and process expertise to the document management system initiative as outlined in the Strategic Technology Plan. - • Provide assistance and expertise in securing necessary financing for the development of a - long-term water source. • Provide ongoing support and leadership for the staff training program outlined in the Strategic Technology Plan. • Complete functionality enhancements to the Business License billing and payment process, - as outlined in the Strategic Technology Plan. . • Provide financial expertise as required in the issuance of Water Revenue bonds to fund water system enhancements. • Provide financial expertise as required in the issuance of bond anticipation notes for the Tigard Triangle Local Improvement District. - • Provide contractual and project management oversight to the departments on an array of - capital improvement and smaller projects, including the development of City-wide project management guidelines. • Submit the FY 2008-09 budget to the Government Finance Officers Association and earn the Distinguished Budget Presentation Award. - • Complete the 2009-10 budget by June 30, 2009. - City Administration Page 237 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 200- Financial & Information Services Administration - 2005-06 2006-07 2007-08 2008-09 - Workload Measures - Amount of Debt Outstanding (in Millions) $15.10 $14.00 $13.70 $13.00 Number of funds managed 26.00 27.00 28.00 28.00 Number of budgetary units (divisions) 33.00 35.00 35.00 33.00 - Number of special assessment accounts 17.00 17.00 18.00 18.00 - Number of business license accounts 3,351.00 3,450.00 " X3,500.00 3,525.00 - Effectiveness Measures - City's general obligation bond rating Al or higher Yes Yes Yes Yes Earned the GFOA Distinguished Budget Presentation Yes Yes Yes Yes - Award - Change in Electric Franchise Fee Collections 0.30% 0.90% 1.00% 1.00% - Change in Telephone Franchise Fee Collections 2.00% 2.40% 4.30% 2.00% Change in Natural Gas Franchise Fee Collections 66.00% 3.50% 10.70% 8.00% Change in Solid Waste Franchise Fee Collections 18.20% 30.40% 17.80% 16.00% - Change in Cable TV Franchise Fee Collections -3.60% 7.40% 3.20% 3.00% - Change in Water Franchise Fee Collections 3.00% 3.00% Change in Sanitary Sewer Franchise Fee Collections 8.30% 6.00% Nonpayment of Business License to total accounts 1.50% 1.50% 1.50% 1.50% • Scheduled debt service payments made on time 100% 100% 100% 100% - Full Time Equivalent Positions • Confidential Administrative Assistant 0.00 1.00 1.00 1.00 - Financial & Information Services Director 1.00 1.00 1.00 1.00 Management Analyst 1.00 1.00 1.00 1.00 Senior Administrative Specialist 1.00 0.00 0.00 0.00 Total Full Time Equivalent Positions 3.00 3.00 3.00 3.00 - City Administration Page 238 City of Tigard 2008-2009 Fiscal Year Annual Budget 200- Financial & Information Services Administration . Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 3.00 3.00 3.00 3.00 3.00 3.00 - Personal Services - Salaries- Full Time 170,451 190,911 213,957 220,723 220,723 220,723 - Salaries- Temporary 1,655 Salaries- Overtime 264 470 400 2,000 2,000 2,000 - Employee Benefits 49,399 69,647 88,602 91,995 91,995 91,995 - Accrued Vacation Total Personal Services 220,114 262,683 302,959 314,718 314,718 314,718 - Materials and Services Professional/Contractual Srvcs 42,415 17,803 28,000 24,000 24,000 24,000 - Legal Expenses 2,000 2,000 2,000 Repairs & Maintenance 100 100 100 100 Office Supplies 3,744 4,944 3,000 4,000 4,000 4,000 - Special Department Expenses 7,218 408 477 800 800 800 Advertising & Publicity 6,188 3,521 10,685 9,400 9,400 9,400 Dues & Subscriptions 525 5,780 5,792 6,060 6,060 6,060 - Fees and Charges 25 30 Travel and Training 1,658 4,050 4,584 4,500 4,500 4,500 - Telecommunications 900 900 900 - Computer Hardware and Software 991 2,550 3,000 3,000 3,000 Total Materials and Services 61,773 37,527 55,188 54,760 54,760 54,760 Capital Outlay Technology 300,000 300,000 300,000 . Total Capital Outlay 300,000 300,000 300,000 - Division Tota 281,887 300,210 358,147 669,478 669,478 669,478 - City Administration Page 239 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - 210 - Financial Operations - Program Results: • The Division contributes to the Financial and Information Services Department's overall desired result of building and maintaining a strong financial position for the City. • Financial and management reporting being provided to City departments meets local budget - law and generally accepted governmental accounting standards as well as meeting the - informational needs of City programs. • Support of City programs and departments in minimizing or reducing the cost of doing business through effective purchasing and contracting initiatives. - • Maximize revenue sources to the City. - Program Description: This Division includes accounts receivable, accounts payable, payroll, fixed assets, inventory - recording and reporting, general ledger, centralized purchasing, preparation of the annual - Comprehensive Annual Financial Report (CAFR), budget preparation and analysis, cost accounting, grant accounting, surplus property, the preparation of financial and special reports, as requested, and investment of City funds. - FY2007--08 Accomplishments: • Received Government Finance Officers Association's Certificate of Achievement for - Excellence in Financial Reporting (CAFR) for Fiscal Year 2005-06. • • Completed FY 2006-07 audit and Comprehensive Annual Financial Report (CAFR) and submitted to Government Finance Officers Association for evaluation. • Begin the process to upgrade the City's financial software system. • FY2008-09 Goals and Obiectives: • • Complete annual audit and issue Comprehensive Annual Financial Report (CAFR) by November 15, 2008. • Receive Government Finance Officers Association's Certificate of Achievement for • Excellence in Financial Reporting (CAFR) in FY 2007-08 - • Participate in the City's annual budget process with adoption by the Council before June 30, 2008. • Participate in updating the City's Five-Year Financial Forecast. • Review rates and charges and make appropriate recommendations for change to City - management and Council. • • Begin payment of vendors electronically to improve customer service and increase efficiency. - • Complete the implementation of the financial, budgeting, human resource and risk information management system. . City Administration Page 240 i City of Tigard 2008-2009 Fiscal Year Annual Budget - 210- Financial Operations 2005-06 2006-07 2007-08 2008-09 Workload Measures - Number of payroll checks processed 7,710.00 7,800.00 8,200.00 8,300.00 Size of investment pool (LGIPand 3rd party)(avg $50.00 $51.50 $52.00 $52.00 millions) i Accounts payable checks issued 5,666.00 5,031.00 4,950.00 4,800.00 Check requests/invoices processed 13,897.00 11,430.00 13,150.00 14,100.00 Number of purchase orders processed 373.00 243.00 230.00 350.00 . Number of purchasing card transactions 2,723.00 4,088.00 5,300.00 6,000.00 - Effectiveness Measures - Average return on City investments 4.00% 5.00% 4.00% 4.00% - Financial Reports accurate and released on time 100.00% 100.00% 100.00% 100.00% Council/dept. requests responded to within one week 99.00% 99.00% 99.00% 99.00% Payroll processing,distribution and reporting is accurate 100.00% 100.00% 100.00% 100.00% - Number of depts. rating service as goodlexcellent 7.00 6.00 6.00 6.00 - Receive GFOA Award-Comprehensive Annual Yes Yes Yes Yes - Financial Report Full Time Equivalent Positions Accountant 1.00 1.00 1.00 1.00 Senior Administrative Specialist 1.00 1.00 1.00 1.00 - Accounting Supervisor 0.00 1.00 1.00 1.00 - Financial Operations Manager 1.00 1.00 1.00 0.50 Buyer 1.00 1.00 0.00 0.00 Contracts/Purchasing Coordinator 0.00 0.00 1.00 0.00 - Payroll Specialist 1.00 1.00 1.00 1.00 - Senior Accountant 1.00 0.00 0.00 0.00 - Utility Worker II 0.80 0.80 2.00 0.00 Accounting Assistant II 2.00 2.00 2.00 0.00 Senior Accounting Assistant 2.00 2.00 2.00 1.00 - Total Full Time Equivalent Positions 10.80 10.80 12.00 5.50 - City Administration Page 241 - City of Tigard 2008-2009 Fiscal Year Annual Budget - 210- Financial Operations Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 10.80 10.80 12.00 5.50 5.50 5.50 - Personal Services - Salaries- Full Time 447,691 503,168 601,293 308,924 308,924 308,924 Salaries- Temporary 1,655 - Salaries- Overtime 3,540 3,032 5,000 2,500 .f 2,500 2,500 - Employee Benefits 186,752 210,137 272,543 135,843 135,843 135,843 Accrued Vacation Total Personal Services 637,983 717,992 878,836 447,267 447,267 447,267 Materials and Services . Professional/Contractual Srvcs 140,033 84,009 101,585 31,635 31,635 31,635 Legal Expenses 1,000 1,000 1,000 Repairs & Maintenance 604 576 2,550 - Small Tools & Equipment 1,521 150 250 250 250 Office Supplies 23,136 24,687 20,390 8,450 8,450 8,450 Special Department Expenses 666 1,394 2,010 1,280 1,280 1,280 - Advertising & Publicity 2,115 1,844 875 850 850 850 Dues & Subscriptions 1,515 1,575 1,335 840 840 840 Fees and Charges 12,149 2,515 2,765 805 805 805 - Travel and Training 3,763 10,607 10,800 7,800 7,800 7,800 Fuel 1,488 1,948 3,000 Telecommunications 7 285 1,310 - Computer Hardware and Software 33,447 30,235 23,650 23,650 23,650 Repairs & Maint.- Vehicles 1,506 1,330 Total Materials and Services 186,982 165,738 177,005 76,560 76,560 76,560 Division Tota 824,965 883,730 1,055,841 523,827 523,827 523,827 - City Administration Page 242 City of Tigard 2008-2009 Fiscal Year Annual Budget - 220 - Utility Billing - Program Results: - • The Division contributes to the Financial and Information Services Department's overall desired - result of building and maintaining a strong financial position for the City. • Provides support to various City departments to maximize enterprise revenues. • Provides outstanding customer service to the public on utility billing and passport issues. - Program Description: - - The Division includes utility billing and passport issuance. The utility billing team is responsible for all water, sanitary sewer, street maintenance fee and various other utility billings and collections for the City. - The passport team handles passport requests, including taking and processing the passport photos, from the general public. Utility billing is one of the City's divisions that have the most direct interaction with the general public. FY2007--2008 Accomplishments: - • Changed Utility Billing Payment Lock Box provider to US Bank, which increased the efficiency of the staff as well as saved the City money in reduced fees. - • Successfully processed a 150% increase in the number of passports compared to FY 2006-07. - FY2008 2009 Goals and Objectives: • Upgrade mailing service for the Utility Billing statements to include data stream format of statement - printing (no longer will be required to send hard copies of statements to mailing service). - • Successfully notify all utility customers of any increase to rates based upon any increases coming from the Public Works Department or Clean Water Services. • Look for ways to maximize Passport revenues, including cost savings to the City, through a streamlines process. - • Successfully implement new version of Springbrook Utility Billing Software. - • Explore the possibility of automatic withdrawal from debit/credit cards from customers. City Administration Page 243 - • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 220- Utility Billing • 2005-06 2006-07 2007-08 2008-09 • • Workload Measures Online Registered Users 3,538.00 4,619.00 5,890.00 7,660.00 • Online Number of Transactions 5,040.00 6,805.00 8,560.00 10,700.00 • Total dollars collected through online system $499,155.00 $620,855.00 $951,340.00 $1,089,180.00 • Number of water accounts 17,432.00 17,725.00 17,870.00 18,645.00 • Total number of utility billing accounts 19,225.00 19,535.00 _ 19,700.00 19,900.00 Number of utility bills sent 111,828.00 113,502.00 115,574.00 116,730.00 • Number of water meters sold 410.00 293.00 144.00 178.00 • Effectiveness Measures • Ratio of water bills 60 days past due to total billed 1.00% 1.00% 1.00% 1.00% • Increase online users from previous year 30.00% • Full Time Equivalent Positions • Financial Operations Manager 0.00 0.00 0.00 0.50 • Utility Worker II 0.00 0.00 0.00 2.00 Accounting Assistant II 0.00 0.00 0.00 2.00 • Administrative Specialist I 0.00 0.00 0.00 1.00 • Senior Accounting Assistant 0.00 0.00 0.00 1.00 • Total Full Time Equivalent Positions 0.00 0.00 0.00 6.50 • • • • • • • • • • • • • • • • • • • • City Administration Page 244 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 220- Utility Billing - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 0.00 0.00 0.00 6.50 6.50 6.50 , Personal Services - Salaries- Full Time 292,149 292,149 292,149 Salaries- Overtime 1,000 1,000 1,000 Employee'Benefits 123,864 123,864 123,864 - Total Personal Services 417,013 417,013 417,013 - Materials and Services - Professional/Contractual Srvcs 72,350 72,350 72,350 Legal Expenses 500 500 500 Repairs & Maintenance 2,000 2,000 2,000 - Small Tools & Equipment 2,000 2,000 2,000 Office Supplies 10,350 10,350 10,350 Special Department Expenses 1,430 1,430 1,430 - Dues & Subscriptions 100 100 100 Travel and Training 2,050 2,050 2,050 Fuel 3,500 3,500 3,500 - Telecommunications 1,315 1,315 1,315 Computer Hardware and Software 46,060 46,060 46,060 - Total Materials and Services 141,655 141,655 141,655 - Division Tota 558,668 558,668 558,668 - City Administration Page 245 - • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 230 - Information Technology • • Program Results: • • IT fully supports and properly maintains the city-wide technology infrastructure that is both • highly reliable and secure. • IT maintains a user-friendly computing environment at the Tigard Public Library for • citizens. • • IT provides information technology support and assistance to all City departments and staff. • Program Descgtion: The Information Technology Division is responsible for all computing, networking and • telecommunications technology used within the City organization. IT performs the traditional • helpdesk functions of PC management, troubleshooting and installation as well as maintaining the • City's network infrastructure (switches, cables and servers) and software that City departments • require that run on both servers and staff PC's. Telecommunications responsibilities include maintaining the City's phone system and voice mail system, cellular phones, pagers and PDA's. IT is • also responsible for the coordination and completion of a city-wide geographical information system • initiative begun in FY 2006-07. • F'Y2007-08Accomplishments: • • Implemented a disk to disk to tape backup solution to streamline backups. • • Migrated from GroupWise email system to Exchange email system. • • Replaced five outdated network servers with new blade servers, saving both space and energy. • • Migrated from a mixed Windows/Netware environment to only a Windows environment to simplify network support. • • Upgraded voicemail system from OS/2 to Windows and simplified management of the • voicemail system. • Completed Phase 3 of the GIS Strategic Plan (Development), including data and standards • development, database and applications development, and articulation of testing and training • plans. - • Completed Phase 4 of the. GIS Strategic Plan (Deployment), including database and • applications deployment and implementation of the testing and training plans. • Deployed Crime Spotter for the public to view crime statistics. • • Moved the City's web server to a hosted vendor. • • Created PC training room at the Niche building. • • Installed email journaling device for searching and recovering email. • • • • City Administration Page 246 • • City of Tigard - 2008-2009 Fiscal Year Annual Budget 230 - Information Technology -FY2008-09 Goals and Objectives: - • Upgrade library camera system. • Upgrade servers from Windows 2000 operating system to Windows 2003 operating system. • Replace outdated network equipment with state of the art equipment. - • Evaluate card locks and camera system to determine if new locations are needed. - • Continue to provide computer support with a 90% problem resolution on first visit. - • Complete Phase 5 of the GIS Strategic Plan (Development), which will involve deploying - the new GIS system to replace the current GIS system. • Verify that all established goals and objectives of the compressive GIS Strategic Plan have been obtained. - • Upgrade backup device (SAN) for improved performance. - • Evaluate a move from Windows XP desktop system to the new Windows Vista desktop - system. • Deploy Crystal Enterprise server for distributing and creating web based crystal reports. • Wi-Max pilot project deployment. • Replace library public internet PC's with new PC's. - • Upgrade from Microsoft Office XP to Microsoft Office 2007. - City Administration Page 247 - City of Tigard 2008-2009 Fiscal Year Annual Budget - 230- Information Technology - 2005-06 2006-07 2007-08 2008-09 - Workload Measures - Number of laptops and computers 500.00 540.00 435.00 451.00 Number of servers 40.00 32.00 34.00 32.00 Number of cell phones and pagers 225.00 225.00 225.00 162.00 • Number of service calls 5,600.00 5,200.00 6,500.00 6,349.00 - Number of phone lines maintained 525.00 525.00. " r 402.00 288.00 - Effectiveness Measures - Network up-time 99.00% 100.00% 99.00% 99.00% Service calls fixed on first call 80.00% 85.00% 87.00% 87.00% Backups performed as required 100.00% 95.00% 95.00% 98.00% Full Time Equivalent Positions Computer Support Coordinator 0.00 0.00 1.00 0.00 - Web Administrator 1.00 1.00 0.00 0.00 - GIS Coordinator 1.00 1.00 1.00 1.00 . Information Technology Director 1.00 1.00 0.00 0.00 Information Technology Manager 0.00 0.00 1.00 1.00 Microcomputer Support Technician 1.00 1.00 1.00 1.00 - Network Administrator 0.00 0.00 1.00 1.00 • Network Technician 2.00 2.00 2.00 2.00 Senior Network Technician 2.00 2.00 0.00 0.00 GIS Programmer/Analyst 0.00 0.00 0.00 1.00 Total Full Time Equivalent Positions 8.00 8.00 7.00 7.00 • City Administration Page 248 City of Tigard 2008-2009 Fiscal Year Annual Budget - 230- Information Technology • Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 8.00 8.00 7.00 7.00 7.00 7.00 - Personal Services - Salaries- Full Time 408,413 370,021 475,302 430,499 430,499 430,499 - Salaries- Part Time Salaries- Temporary 6,169 1,859 A - Salaries- Overtime 11,458 2,536 8,000 8,000 8,000 8,000 Employee Benefits 149,322 129,122 193,766 185,934 185,934 185,934 Accrued Vacation - Total Personal Services 575,362 503,538 677,068 624,433 624,433 624,433 - Materials and Services - Professional/Contractual Srvcs 24,774 28,126 31,000 32,000 32,000 32,000 Repairs & Maintenance 6,969 5,322 8,500 22,536 22,536 22,536 Small Tools & Equipment 17,548 3,639 9,000 17,000 17,000 17,000 - Office Supplies 44,903 19,542 33,900 39,050 39,050 39,050 Special Department Expenses 125 75,600 3,567 3,500 3,500 3,500 Advertising & Publicity 3,940 2,143 1,350 1,350 1,350 1,350 - Dues & Subscriptions 1,599 325 805 805 805 Fees and Charges 59,070 45,724 43,720 44,400 44,400 44,400 - Travel and Training 2,312 6,410 21,144 23,530 23,530 23,530 - Telecommunications 92,007 94,825 69,800 69,800 69,800 69,800 Computer Hardware and Software 43,277 151,243 85,923 564,966 564,966 564,966 - Utilities- Electricity . Total Materials and Services 296,524 432,899 307,904 818,937 818,937 818,937 Division Tota 871,886 936,437 984,972 1,443,370 1,443,370 1,443,370 - City Administration Page 249 - • • • GENERAL GOVERNMENT • • • General Government Organization Chart 250 Fxpenditure/FTE Summare 251 Urban Services 252 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 11 i 1 0 N v a W W U 0-4 y P4 O W V W 1~--1 W v 0 • C7 M V C v City of Tigard 2008-2009 Fiscal Year Annual Budget - General Government This program historically included the cost for City Attorney, Citywide Support, Urban - Services, and Technology. The City Attorney budget included all attorney costs for the City. - The City of Tigard does not have an in-house attorney, but instead contracts for both general and labor counsel. Effective with the FY 2008-09 Budget, costs that were previously budgeted in this program have been budgeted directly in each Division, based on projected usage. This will more accurately reflect the true costs of the various city functions. The Urban Services budget for FY 2008-09 reflects the final costs for closing out the Urban Services and Urban Services - Traffic Impact Fee Funds. These funds were established in 1997 to account for the - revenues generated in the unincorporated area of Washington County. The County had contracted with Tigard to provide development services to this area. In FY 2006-07, the City and County terminated this contract. Any remaining fund balance in these funds will be - paid out to the County. - General Government Page 251 - i City of Tigard - 2008-2009 Fiscal Year Annual Budget - 98- General Government Program Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 - Budget by Category - Materials and Services 484,836 419,722 2,560,862 844,870 844,870 844,870 Capital Outlay 4,550 Total by Category 484,836 424,272 2,560,862 844,870, 844,870 844,870 - Budget by Division ' City Attorney 310,057 268,325 322,900 - Citywide Technology 174,779 132,947 1,590,401 Citywide Support 23,000 30,000 Urban Services 617,561 844,870 844,870 844,870 Total by Division 484,836 424,272 2,560,862 844,870 844,870 844,870 - Budget by Fund General Fund 23,000 30,000 - Urban Services TIF Fund 575,261 750,000 750,000 750,000 Urban Services Fund 42,300 94,870 94,870 94,870 Central Services Fund 484,836 401,272 1,913,301 - Total by Fund 484,836 424,272 2,560,862 844,870 844,870 844,870 - General Government Page 252 City of Tigard r♦ 2008-2009 Fiscal Year Annual Budget 983- Urban Services - Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 - Materials and Services - Special Department Expenses 617,561 844,870 844,870 844,870 . Total Materials and Services 617,561 844,870 844,870 844,870 Division Tota 617,561 844,870 844,870 844,870 General Government Page 253 - City of Tigard I~ - 2008-2009 Fiscal Year Annual Budget 980- City Attorney • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 - Materials and Services Professional/Contractual Srvcs 310,057 268,325 322,900 Total Materials and Services 310,057 268,325 322,900 Division Tota 310,057 268,325 322,900 - General Government Page 254 City of Tigard 2008-2009 Fiscal Year Annual Budget - 981- Citywide Technology Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 Materials and Services - Office Supplies 100,812 3,696 6,200 Dues & Subscriptions 7,000 - Fees and Charges 20,767 Computer Hardware and Software 53,200 124,701 1,577,201 Total Materials and Services 174,779 128,397 1,590,401 Capital Outlay Equipment 4,550 - Total Capital Outlay 4,550 - Division Tota 174,779 132,947 1,590,401 - General Government Page 255 - City of Tigard 2008-2009 Fiscal Year Annual Budget • 982- Citywide Support - Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Number of Positions 0.00 0.00 0.00 0.00 0.00 0.00 • Materials and Services Professional/Contractual Srvcs 23,000 30,000 Total Materials and Services 23,000 30,000 Division Tota 23,000 30,000 Genera] Government Page 256 i ~ 1 • • • CAPITAL IMPROVEMENT PROGRAM • • • Community Investment Program Summarv 257 Summary of Capital Projects 261 • Capital Improvement Program by S~-stem 262 Five Year Communist- Investment Program 299 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • ~ ~ i City of Tigard - 2008-2009 Fiscal Year Annual Budget - Capital Improvement Program Summary - Capital Improvement Program Process The Capital Improvement Program (CIP) is managed by the City Engineer who reports directly to the Community Development Director. The CIP is developed through a process separate from, but parallel to the Budget process. During FY 2006-07, the City revamped its CIP process. A CIP Management Team was established in September 2006 that includes key City personnel from each of the - department's that manage CIP projects and finance staff The Team is responsible for - identifying all capital needs of the City for the next five years. In the past, only projects that the City could afford to fund were included in the CIP. The Team works with all departments to determine their future facility and other capital needs. The projects are then combined into a CIP Plan document. Project funding is prioritized by the Team based on City Manager input and City Council goals. The limited City funds are allocated to those projects that were considered a high priority or maximized grant finding. - All projects are listed in the Plan and it is noted whether or not there is funding available for - the project. The draft CIP Plan is presented to the City's Planning Commission and Council in February. - Both the Planning Commission and City Council give input and direction on the projects - based on Council Goals, City needs, and funding availability. Project funding is reprioritized based on their input and additional projects may be added. - The City Engineer then presents the Draft CIP with changes at a public hearing in March. - The public hearing provides citizens the opportunity to discuss the CIP proposal, add projects, and prioritize projects. A Final Draft CIP is given to the Planning Commission in May. Also, the Plan is presented - to the Budget Committee in an informational meeting in May. In June, the Five Year CIP is approved by the Planning Commission and then by the City Council after another public hearing. Approval by the City Council designates the specific projects that will be completed in the coming year. - While the CIP process is progressing, the Budget process is also underway. The Budget includes the total appropriations for capital improvements in each fund for the first year of the CIP. The CIP specifies which projects will be completed with those appropriations - within each fund. The hearings before the City Council are generally held on the same night because of the close link between the two. The Capital Improvement Program includes capital projects related to City Facilities, the - Streets System, the Parks System, the Sanitary Sewer System, the Storm Drainage System, • and the Water System. - Capital Improvement Page 257 City of Tigard 2008-2009 Fiscal Year Annual Budget - Capital Improvement Program Summary Impact of CIP on Operating Costs - Capital projects can impact the future operating and maintenance costs of the City. In some instances, such as the construction of a new facility, operating costs will increase. In another instance, such as replacement of old and defective water meters, operating costs may - decrease. As the City makes decisions about which capital projects to implement, it must - also evaluate the impact these projects will have on future operating costs and determine if the City will be able to afford those costs in the future. By approving the CIP projects, the City is making a commitment to adequately fund those future operating costs. The - following discussion summarizes the anticipated operating cost within each capital - improvement system: Facilities System Program - The FY 2008-09 CIP includes funds for the commuter rail enhancements, various parking lot repairs and maintenance projects, carpet replacement in the Police Department, and a HVAC control upgrade at the IT Niche. These projects will have minimal impact on future - operating costs as none of the projects will require additional staff. The parking lot repair - and maintenance projects may reduce some operating costs as the project may serve to reduce the amount of staff time and materials need to maintain the lots. The HVAC control upgrade may serve to reduce staff time and costs by allowing the system to be largely - controlled by a computer rather than staff. - Parks System Program Park projects tend to have a direct impact on operating expenditures as most projects require - ongoing maintenance, especially those involving new structures, land, or trail expansion. The projects listed for FY 2008-09 include the purchase of new park land, the development of Canterbury and Price Parks, connection and creation of various trails, trailheads, and - bridges including expansion of the Fanno Creek Trail system, various construction projects - at recently acquired City properties, and Washington Square Regional Center Trail. These projects do significantly impact Personal Services costs in FY 2008-09. Additional part-time assistance was increased during the FY 2007-08 budget and this continued staffing level is - projected to handle the workload. As park work is seasonal in nature, it is not necessary at . this time to add permanent staff. Materials and Services costs will continue to increase roughly $5,000 per year for all future years. These costs have been built into the Parks and Grounds Division's operating budget as these projects will be completed in FY 2008-09. This impact on Materials and Services may increase by a larger amount in future years - depending upon how the City decides to use the recently acquired Schaltz, Clute, and Loucks/Burton properties. In future years, there are plans for development of several more parks and purchase of - additional park land and greenspace. Park land and greenspace have little impact on Capital Improvement Page 258 - operating costs until the land is developed. Within the next five years, there are plans for 3.0 - additional FTE in Parks to provide support for these and other needs. It is estimated that - total Parks and Grounds operating expenditures will increase by almost $500,000 a year by FY 2012-13. Also, as more parks come on-line, the need for additional permanent staffing will be re-evaluated. Street System Program The operating cost impact of projects in the Street Systems Program is minimal, if at all. - The majority of the projects proposed in FY 2008-09 improve or address deficiencies on - existing streets. The planned Burnham Street Reconstruction project serves to both address serious conditional issues on the street as well as create a gateway into the revitalized downtown corridor. The Greenburg/Hwy 99 project serves to not only address conditional - repair needs but also serves to help alleviate traffic congestion. By upgrading and improving streets on regular schedule, the City is reducing or postponing future operating costs related to deteriorated streets. There are a few projects planned that - add traffic signals to the City's inventory. As the City uses LCD lights in its signals, there - will be minimal increases in the street light and signals costs. Sanitary Sewer Program - The impact of the Sanitary Sewer Program on operating costs is mixed. Many of the projects in this program, such as major maintenance and replacement of existing lines, are addressing existing and potential maintenance problems and will reduce or prevent future - operating costs. The Citywide Sewer Extension Program expands the existing sewer system - to unsewered areas. The additional sewer lines increases operating costs somewhat; however, these costs are offset by the additional revenues received by the new customers. At this time additional staffing is not needed to handle the added sewer lines. It is being - projected that in FY 2010-11, an additional .5 FTE at a cost of about $25,000 will be needed. - This FTE will actually be a full-time position, but it will be split between the Sanitary Sewer and Stormwater operating divisions. Storm Drainage Program - Projects within this system are designed to address erosion and storm drainage problems and to return wetland areas to a more natural, native state, as such many of the projects planned for FY 2008-09 are Water Quality/Quantity funded projects that serve to meet Clean Water - Service Healthy Stream Plan goals. These projects have a tendency to have a positive impact - on future operating costs by postponing the need for additional staff. It is anticipated that an additional .5 FTE at a cost of about $25,000 will be needed in FY 2010-11 due to the expansion of the system. This FTE will actually be a full-time position, but it will be split - between the Sanitary Sewer and Stormwater operating divisions. Water System Program - The projects for FY 2008-09 are both for the maintenance or replacement of the existing - infrastructure and for securing a long term water supply. By maintaining the existing system, - Capita] Improvement Page 259 the City is avoiding future costs if the system was allowed to deteriorate. It is difficult to calculate these types of project cost savings. By securing a long term water supply, the City - will avoid future uncertainties in the purchase price of water as well as supply a stable, - reliable water supply for citizens. There are five projects planned that will have direct impact on operating costs. The Aquifer - Storage Recovery (ASR) 3 wellhead improvements will, as part of the overall ASR 3 project, - increase water purchase and electricity costs by roughly $54,000 annually. Although there are increased costs in the short-term, ASR wells save money in the long term as the City is able to purchase and store water in the winter when it is cheaper and then pump the water in - the summer to meet higher demands. The continued upgrade project of the 10 Million - Gallon 550' Zone Reservoir No. 2 Transfer Station Upgrade will increase utility costs by roughly $25,000 a year. The Water Conservation Demonstration Garden will increase personal services and maintenance costs by roughly $47,835 a year. - Capital Improvement Page 260 - City of Tigard 2008-2009 Fiscal Year Annual Budget - Summary of Capital Projects Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - Budget by System Facilities System 274,718 338,918 2,230,986 644,971 674,191 674,971 Parks System 522,841 423,344 3,883,020 3,694,536 4,024,036 4,024,036 - Sanitary Sewer System 1,062,664 898,720 2,585,000 1,555,000 1,565,000 1,565,000 - Storm Drainage System 416,922 246,379 825,000 1,290,000 1,325,000 1,325,000 Street System 1,554,564 2,781,160 4,683,144 10,793,107 10,793,107 10,793,107 - Water System 2,151,150 5,064,131 6,766,000 10,597,979 10,597,979 10,597,979 - Urban Renewal District 0 0 0 12,000 0 0 Total CIP by System 5,982,859 9,752,653 20,973,150 28,587,593 28,979,313 28,980,093 Budget by Funding Source - General Fund 0 0 0 590,245 910,845 910,845 - Gas Tax 306,656 1,389,782 848,412 3,357,296 3,357,296 3,357,296 Urban Services TIF 0 0 240,000 0 0 0 Tree Replacement Fund 0 31,830 0 0 45,000 45,000 - Tigard Triangle LID #1 0 0 0 2,200,000 2,200,000 2,200,000 Sanitary Sewer 1,062,664 898,720 2,465,750 1,555,000 1,565,000 1,565,000 Storm Water 295,537 229,580 372,000 650,000 685,000 685,000 - Water Fund 649,677 583,727 816,250 476,700 476,700 476,700 - Traffic Impact Fee 408,826 460,540 1,524,732 2,365,000 2,365,000 2,365,000 Traffic Impact Fee-Urban Services 450 2,554 0 0 0 0 - Underground Utility 93,067 0 300,000 300,000 300,000 300,000 - Parks Capital Fund 522,841 391,514 4,003,020 1,633,956 1,493,956 1,493,956 Park SDC 0 0 0 1,612,985 1,704,885 1,704,885 City Gas Tax 0 0 500,000 1,150,000 1,150,000 1,150,000 - Facilities Fund 274,718 338,918 2,035,986 539,321 568,541 569,321 Street Maintenance Fee 743,334 928,284 800,000 810,511 810,511 810,511 Wall St. LID 2,231 0 0 0 0 0 - Water Quality/Quantity 121,385 16,799 585,000 640,000 640,000 640,000 - Water SDC 218,940 171,839 247,000 165,000 165,000 165,000 Water CIP 1,282,533 4,308,565 6,235,000 10,541,579 10,541,579 10,541,579 - Total CEP by Funding Source 5,982,859 9,752,653 20,973,150 28,587,593 28,979,313 28,980,093 - Capital Improvement Page 261 • • • • • • • • • • • • Capital Improvement Program by System • • • Fiscal Year 2008-09 • • • • • • • • • • • • • • • • • • • • • • • • • Capital Improvement Page 262 - • • of Tigard 3-2009 Fiscal Year Annual Budget System Year Capital Improvement Program by jects Funded in Fiscal Year 2008-09 i CILITIES SYSTEM Tigard. Contingency has been included in total 90130- Senior Center Seismic upgrade completed in FY 2007-08, and the Remodel/expand Senior e demands from senior community in Center to meet increased servic odel of the facility will be conducted in two phases with the first phase being Construction costs. The rem The 2008-09. second phase during Actual Revised Adopted 2011-12 2012-13 Total Budget Projected 2010-11 -12 Through 2007-08 2008-09 2009-10 2006-0? 2007-08 1,015,459 757,000 757,000 258,459 Facilities Fund 90160- Library Site Monitoring Actual Revised Adopted 2011-12 2012-13 Total Budget Projected 2010-11 Through 2007-08 2008-09 2009-10 2006-07 2007'08 30,000 30,000 Facilities Fund _ ommuter Ralf Enhancements revised design provided by Tri-Met to their original and more traditional shelter design. 95810- C This project upgrades the Commuter Rail Shelter from the rev de also includes two additional foundations for expansio n of the shelter to up to 24 feet. The upgrade Actual Revised Adopted 2012-13 Total Budget Projected 2010-11 2011-12 Through 2007_08 2008-09 2009-10 100,000 2006-07 2007-08 105,000 100,000 b ,a Facilities Fund w 96120- Police Dept- Carpet Replacemen feet) new carpet in the Police Department (3285 square Install . II City of Tigard 2008-2009 Fiscal Year Annual Budget Five Year Capital Improvement Program by System Projects Funded in Fiscal Year 2008-09 Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total Facilities Fund 15,000 15,000 96150- Parking Lot R&M - Library Repair and maintenance to various City facility parking lots to include sealing, striping, saw cutting, patching and overlays. Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total Facilities Fund 3,840 3,840 96160- HVAC Control Upgrade - Niche Install new HVAC control system at the Niche that will enable it to be controlled by computer. Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total Facilities Fund 5,000 5,000 96180- Parking Lot Expansion - POCH Addition of 20 to 25 spaces to the City Hall/Permit Center parking lot to compensate for those spaces lost to skate park construction. Actual Revised w Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total c Park System Development Charge 100,000 100,000 96470- Parking Lot R&M - Ash Street ity of Tigard 108-2009 Fiscal Year Annual Budget ive Year Capital Improvement Program by System rojects Funded in Fiscal Year 2008-09 and maintenance to various City facility parking lots to include sealing, striping, saw cutting, patching and overlays. Repair Actual Revised Through Budget Projected Adopted 2010-11 2011-12 2012-13 Total 2006-07 2007-08 2007-08 2008-09 2009-10 780 780 Facilities Fund 46480- Parking Lot R&M - PDiCH/PC and overlays. Repair and maintenance to various City facility parking lots to include sealing, striping, saw cutting, patching Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Tot 6,537 6,537 Facilities Fund 96490- Parking Lot R&M - Senior Cente patching and overlays. Repair and maintenance to various City facility parking lots to include sealing, striping, saw cutting, Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 5,355 . Facilities Fund 96500- Parking Lot R&M - Public Works patching overlays. Repair and maintenance to various City facility parking lots to include sealing, striping, saw cutting, Actual Revised Through Budget Projected Adopted 2010-11 2011-12 2012-13 Total 2006-07 2007-08 2007-08 2008-09 2009-10 130,000 130,000 Facilities Fund nnual Budget by System tl Year A ent program will have visualiopMain vem improvements that from Hall Blvd ,tat Impro year 2008-09 ect w.11 identify rovements . October Fiscal prof landscape imp all anttctp llatio ated to zd in Commuter R ns~ an Rail Entrywa in haac utex art ynsta of er Rai► Entryway Eu~n in Fa112408. opt onslincludna ~latian prior to the open g nut be operat and Station design, a outer Tail willarrive at the T'g ect will provide igers as they the prod Total t the station platform. 2012-13 2011-12 20,004 Adopted 2010-11 Revised ,protected 2009-10 Actual 2008-09 gadget 2007-08 Tarou9b 2001.08 20,000 2006-01 f ;eneral Fuud Total Protects- facilities 5y5tetn City of Tigard 2008-2009 Fiscal Year Annual Budget Five Year Capital Improvement Program by System Projects Funded in Fiscal Year 2008-09 PARKS SYSTEM 90950- Fanno Creek Trail (Hall/Fanno) The new trail will begin on the east side of Hall Boulevard, then southward to just north of Fanno Creek. A wood pedestrian bridge will be installed in conjunction with this project to connect this trail and the existing trail behind the Library. The final alignment of the new trail is contingent upon the level of impact to the sensitive lands located in the trail's vicinity. Bridge materials have been purchased by the City and installation of the new bridge awaits final determination of the trail alignment. Funding provided for this project is for design and construction of the trail and the bridge abutments. Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total General Fund 119,350 119,350 Parks Capital Fund 156,000 120,120 120,120 Park System Development Charge 35,880 35,880 Project Total 156,000 275,350 275,350 91070- Washington Square Regional Cen This project provides funding for right-of-way acquisition and construction of a trail on the south side of Ash Creek between 95th Avenue and Hall Boulevard. The trail will be approximately 3,000 feet long by 10 feet wide and will be a multi-use bicycle and pedestrian path. The project is funded through Washington County's MSTIP 3 Bike/Ped funds in the amount of $250,671, and through the Metropolitan Transportation Improvement Program (MTIP) in the amount of $179,349. The County's MSTIP 3 funding ($250,671) will be used for design and right-of-way acquisition and the MTIP funds ($179,349) will be used to construct the project. The total project budget from both sources is $430,020. In FY 2007-08, $20,000 was utilized for environmental assessment and preliminary design. Wetland permitting, final design and right-of-way acquisition are scheduled to be completed in FY 2008-09. Actual Revised b Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total N J Parks Capital Fund 430,020 20,000 410,020 430,020 95060- Brown Property Trail Construct et e a 10 f°ot wide, concrete trail i Budg stem 11 will b tl Year Annua program ital Imp by Sy to Bonita Park. rovemen 2008t .09 the Tigard Library ed in Fiscal Year o Creek Trarl connecting merit of the Creek. Total ,e a 1540 foot Seg cross Faun 2012-13 57,500 e bridge to 2011-12 ,dude on Adopted 2010-11 Revised projected 2009-10 Actual RBudget prof 2008-09 240'1-08 ind 32,500 ude a Through 2001-08 25,404 merit will This 2006-07 Cana oft and hard surface trails eigllbOihcans, meet Charge ropernl to dev benches, garbage resewoir P icnic Develop .k System District tables, the Tigard water rtable resttoom, p park court, PO ~auterbury rchase a p shortion to basketball d Canterbury Lane. -total u jc elof'td Avenue an 2011 JrouWill ucture, Pic,, 2012-13 intersection 103 -12 322,600 located at the Adopted 2010.11 387,800 7009.10 Revised projected 2008-09 &2,600 389,600 Actual Budget 2007-08 82,600 51,400 57,400 1,1 Through 2007-08 322,600 82,600 2006-07 ~ 140,000 144,000 184,004 1,100,000 144,000 hitect 000 540,00 A dscape a[ e t Will 1 ll b Fund `leans ~t`r'° m°num Gener Capital Fund t men charge, 1,100,000 entr points into t scat CWY Ot Vey parks Develop next tw park gystem project Total monument sig ated that for the tom entry way it is arittcip on°"jeuts oal to establish cus and Signs, grid tryway N1 cil g or these mo nutnent Coun 95090' Enect ties with a designs Total This pr°j detailed 2012-13 develop 2011-12 hied to ear. dopted 2009- 201fl-11 194,00 installed Per A y Revised ected 10 2408 - Actual . Budget p~n07-08 0 $ fewW ,000 gard 190,000 gram by SYstem 9 Fiscal Year Annual Budget rovement Pro 95,000 380,000 p 95,000 r capital Im Funded in Fiscal Year 2408-49 95,000 95,000 f 95,000 --rJ~ 0 Poor shape. The old 95,0,00 jn{unded project Total- 15 years old and are in very P arate the two ter These facilities are approximately structure. This project will sep She► Both share the same bu1lding Cook park Restroom shelter will be rehabilitated. bathrpOn1 and rehabilitate shelter #1 at Cook park. place laced and he present ,trooms will be rep cilities. 2012.13 Total Adopted 2p09-10 2010-11 2011-12 70,000 Revised Actual projected Budget 2008-09 Through 2007-08 2007-08 2006-07 70,000 will contain a tot lot, climbing structure, pathways, Alberta Rider School, velop►ne General Fund Price Park De a across the street from 5110- Elizabeth on gull Mountain R O This park will, located icn. table drinking fountains, benches, and P Total 2012-13 Adopted 2009-10 2010-11 2011-12 351,000 Actual Revised Projected Through Budget 2007-08 2008-09 ire 2046.07 2007-08 351,000 TVF&R unction with the new, . consists Of Development Charge , This project is in conj on the 2-ac1e site park System scent to Sack Park The development to occur the vicinity of Jack Park. 2-acres on walnut street 95120- Jack park Extension ro~mately living in thhe and a bridge to cross the creek. purchase, and develop app a the residents his park will continue und structure, trail, station. arking, playg turf areas, P 2012.13 Total Adopted 2009-10 2010-11 2011-12 384,600 Actual Revised Projected Through Budget 2007-08 2008-09 2006-07 2007-08 15,000 369,600 w et b41,000 ~l Y ear A°nQal B p agram by System ~ . 10,000 246,400 616, ,tat imprO`iQ1"en 000 of the Fiscal Year The expansion ansion• arceIs. The other 600,000 for park expansion. two p for pu,cha$e of stem Development Charge o Creek park on one nding Total too Cur includ project ntic"Pa od lain es eek ii self whi h is afar Lan Acquisition uisition uisition of flo p of Vanno to a public Cr plate G Land Ac4 acq restoration o ar jectioll includes apprats,o 0,1 and ction and sect Teconstru and its eve ough out the City . a is critical to the use of the p locations thr Total full 2012-13 ies p pa~~ and trails in various 2,011.12 2,435, 15 for Adopted 2410-11 1315,000 2009-10 1,0,000 Revised ected 00 Actual Budget Proj 2008-09 3,810,675 7.001.08 Through 2o01-0S sos,816 2006.91 1,626,919 315,000 3291000 that an 1 ----r~0 1,1 staff s belief plan and a 32911 Ge it was appr0~+ed, tly underway The arm CaprtalDevelopment Charge assed srn Passe S stem Total ensive Plan process currpark Y project 8-years have g Although only the City~s Compreh l3date d in 199 e with master plan . a'Prove will coinci d ears. for the next ten Y 10- park gystero Master plan "V because . projects lrtterest Total rk t Pa System S best meet ~he curre n t City develop time is in and park 2012-13 54004 apdate at this c uisition 2011-12 ddress land a q Adopted 2Q10-11 50,000 gill a ected 2009-1fl Revised proj 2008-09 Actual Budget 2p0'7-08 1` 2006-0'7 50,000 r 50,000 : System 50,000 ~ Trail 50,000 o Creek Regional ks Capital Fund meet Cbarge 50,000 art of the larger Vann nark System Develop protect Tata1 trail -is,a lcei,re go"~nto\v plaza City of Tigard 2008-2009 Fiscal Year Annual Budget Five Year Capital Improvement Program by System Projects Funded in Fiscal Year 2008-09 Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total General Fund 88,895 88,895 Parks Capital Fund 115,000 115,000 115,000 Park System Development Charge 26,105 26,105 Project Total 115,000 115,000 115,000 230,000 96130- Clute Property House Demolitio Demolish and remove house debris from the Clute property. Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total Parks Capital Fund 30,000 30,000 96140- Parking Lot R&M - Cook Park Repair and maintenance to various City facility parking lots to include sealing, striping, saw cutting, patching and overlays. Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total Facilities Fund 14,350 14,350 96190- Skate Park Restroom An ADA accessible, unisex restroom will be constructed near the skate park. A drinking fountain will also be installed. b N J City of Tigard 2008-2009 Fiscal Year Annual Budget Five Year Capital Improvement Program by System Projects Funded in Fiscal Year 2008-09 Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 75,000 75,000 Park System Development Charge 96210- Senn Park Trailhead The development of Senn Park will include a small play structure, interpretive trails, viewing area, drinking fountain, climbing structures, an landscaping. Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 115,000 115,000 General Fund Parks Capital Fund 500 Park System Development Charge 34,500 31444,,500 Project Total 149,500 96510- Loucks/Burton House Demolition tire house and other structures, patios, landscaping, etc. will be removed. Once property is purchased the demolition phase will begin. The demolition. Grading and minor landscaping will be completed after Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 30,000 30,000 Parks Capital Fund 96520- Parks SDC Update ° In the winter / spring of 2009 the Parks SDC Methodology will be updated. The update will be conducted by a consultant. The process will N determine how SDC's are applied and new SDC rates may be established. ______a A, go ~...1.••••••••••••••• •NW" ,ard nnual Budget ent Program by System Fiscal Year ~ vem Capital ImP Funded in Fiscal year 2008-09 2012-13 Total 2010-11 2011-12 20,004 Revised cted Adopted 2009-10 Actual gadget Proje 2008-09 Through 2007-08 2007-0S 'Ir u 7 20,000 completed at the site. Improvements environmental studies, evelopn►ent Charge improvements to be arking, park System D the type and extent n a d installation, additional p Improvements landscape des. ,0- Schaltz Properh is completed decisions will nt made on study ineering improvements to the house; (ter a feasibility gay include: structural and eng ossible trail extension, etc. 2012-13 Total 2009-10 2010-11 2011-12 Revised ected Adopted 135,000 Actual gadget prof 2008-09 Through 2007-08 2007-08 135,000 2006-07 135,000 General Fund is from Hall Blvd to Main unfunded Feb 2008), roved to Project Total Plate Lower Park will be imp Creek Park& o r plan for Fann Upper Park which includes the Plaza and aste Upp wer Park am Street to the north. The defined in the nert1e along ent / stabilization Construction B"rnb It will abut the 96630- Fauno Creek o o Creek Park, h edge of prop of Lower Vann O southern . restoration, and creek alignm St, neighborhoods to the south bddges, ew trails, boardwaiks, br master plan. include n area as defined in the surrounding 13 Total 2011-12 2012- Revised ected Adopted 2009-10 2010-11 385,000 Actual Budget Proj 2008-09 1,130,000 Through 2007-08 2007-08 940,000 2006-07 385,000 2 940,000 790,000 - p park system Development Charge 385,000 ew street trees. Stem lace is to instal a, Street, W ith the ua1 B~aget 1 year Ann rogram by Sy takespadded to M if possible vement P and construction will be tree planting tent to relocate then' -09 ber of new trees n and Z00j; tat ImprO r '100j; redesign num lamed with the in redesig n before Vnore. A sig"Ificall ;d in Fiscal and es vaill be p 9w is undergoing canto Chang Street in con vey positive tracks south to 9 ove main and Road inter sth railroad strategies to imp, create shade' he Greenbar ain St. from street, ;beautify he railroad track nouh he to rn section of - FY 2011-12. us Totai >c in lace. The sction Will occur x012-13 from des p coustru )nstraction since re 2011-12 A,000 ,pt to a minimum Adapted 2010-11 Revised Projected 2009-1p 09 Aetuai Budget 2001-08 2008- Through 200'1-OS 45,000 2006-0~ ee Replacement Fund 'Cotal,Projects- Parks System 16WW- .d nnual Budget by System fiscal Year ram ;apical ImprOVement Pr°g nded in Fiscal Year ZQQ8-Q9 will be to relocated to a rebuilt~etoewer. The direct flow from Y SEWER SYSTEM ex osed sewer pipe. in P and a berm vvill be constructe caused erosion resulting aired an ,,ed Rock Creek Repair ent will be rep north of Atlanta Street has he sewer alignm ,ock Creek channel that is within 12 Total iel. The stream 20-13 2010-11 2011-12 $3,Q04 Revised ected Adopted 2009-10 Actual Budget Pro) 2008-09 Through 20048 2046-01 200'1-08 75,000 8,000 re aration of the 5- 100,000 uide the P P t hired ears that will pared by a coc►sultan rojects over the next 20 years plan pre, Update identified nine Sewer lacement p It will be a sep aster Plan inadequate Sanitary and rep uent 15 years. The 2000 Sewer 1vL a also have aster plan expansion wide play'. that m Y ca achy 30 rojects for the subseq - sanitary sewer master m extent of the P mend rehabilitation, the current basin- three other areas fine the he master ply will xecom ro ra and identify P which is addition staff has identifie eows to determ Investment P g aster plan Update, City record sew deficiencies. ear Community Invest Sewer Ml es. In , ) to correct the date the 2000 defictenc► achy to develop a Plan Cws to uP suspected sewer cap in stations at all of these ooy ritons and y with will onitor g use the results of the flow monitoring, seweCWS install flo"`' m ill us Total capacity- The consultant w 2 deficiencies. 2011-12 412-13 Actual Revised Adapted 2009-10 2010-11 155,000 projected Budget 2008-09 Through 2007-08 007 2006-0? 2-08 70,000 85,000 the creek. The Pipe 701000 pipe crossing lantings exposed abandonedw ll be PTe tored with native p Sanitary Sewer Cre b removing ding creek bank e Removal ($onita/Fann° onita Rd `'Fill be restore ob; ms The surroun 95150- pip Creek north of B aintenance p A portion of Fanno creating a fish ball and m Total creek 2012-13 obstructs the 2010-11 2011-12 to Revised kdop LO ,actual - ._e* projected loos-i19 2009- Year Annual Budget by System ment P ,000 tial areas 2,000 served residers of LatImpr O eYear 2008-09 20,000 35 ed but un extended due to the number Fund ,d in "cal all develop been Sewer cam the Sanitary Sewers to has to extend The paw is also funded from commercial areas. Ol- ct the sewers. r service to is provided to M VY 20 Sewer began constru grog of sewer service n PrOgr progr Extension Extensio ►ry Sewer Sewer Extension bursement districts to to the commercial sector. on of reim The Commercial Aburseme Sewer nt distr►ttas~eredtens ion aide Sanitary mats ear. Th resin The City uses the for each fiscal y ar ate in hborhoods are no ercial sector hat can be constructed ortunity P31 sidential nesg from the coin entities the °pponneGtian in re the fiscal Year rs commercialrams for early a surface during Total ,ncentive grog rojects that cts that m y 2fl12-13 otential p 2010.11 2011-12 q,200,000 Iodate p Adopted Revised ected 2409-1fl Actual Proj 2008-09 750,000 et 2007-fl8 750,000 Through 'Budget 2007.08 1T1 O 0,040 ,s Public Works Z4o6-07 1500,000 of the City costs that sn 2,0p0,000 abilities restoration d variaus locations and the repair cap yarn will avoi a that are bey Ge.'This grog prects located itary Sewer ainteuau act out Sevier r a epair of p e~entativ will include Sevier repair ~ar► o] er Major M d to con" ram Sanitary Sew will be use d to be a continuing pT Program ntenance Fun .ende pr gram is % The Sanitary Sewer Major M ,e Sanitary Sevier Total ypgtment• lier• es hsg 2012_13 )uld be several tim 2411-12 325,000 je City. o ted fl 2010-11 50.000 Revised ected Ad p 2009-1 50,000 Actual Proj 2008-09 50,000 Budget 2007-08 50,000 ass• This pipe- Through 200'1.08 50,000 way overp ofthe ,200-01 75,000 21~K use roxirlp 100,000 oting of the N dut to the close p ethods damaged and Pe fo sting m 21 ne that appears t have anon of been open trenchand e bur S~itary Sewer Sewer Repair - Nwy Sewer is a combtn 965'10- Sanitary inch sanitary i e using . - ..oCtion of - __I'Me section of p P t Y ear Annual Budget by System rovemer't Program y tat Imp 2008-09 Total :d inFiscal Year 2012-13 2011-12 60,000 Adopted 2014-11 ltev'sed projected 2009-10 p'ctusl gadget 20gS-o9 200'1-08 -09 the top bank of Through 2007-oa 60,000 crosses be 2006-01 This section scheduled to o{ leaking disloca e d nd final design are er to replace a sectioEnviromnentaL perm ary sewer Milton sanitary sew the construction. 09• nitary Sewer R aeve-aligningW$1 n ed to be o t d constructed in F~ 2008-ilnd 101 ~oject will ine nary easements ect will be desiglle Total Creek. Nec roj 2012-13 Fy 200?-08• This p feted in 2010-11 2011-12 X5,000 Revised ected Adopted 2009-10 Actual Proj 20p8.09 Budget 200-08 Through 2001-08 '75,000 2406-D7 1565,000 Sewer Sewer system sanitary Total Projects- sanitary 1 year Annual B program by system ~allmproa Y a 2008.09 d in Frsc the City ~s public works t al maintenance efs nbhe City. SAGE SYSTEM ems requiring m°ects locate d t various locations probl am includes prof n Drain Rehabilitat►ou minor Storm Ce progx Total addresses Major Matntenan 2012-13 Y 'Program ),ainag 2011-12 3p0,000 2010-11 50,OQ0 Projected Adopted 2009-10 000 Revised 50, 2008-09 50,000 Actual Budget 200'1-08 50,000 Barg, The through 2007-08 50,040 over the y 2006-p7 SO,OOo have deteriorate od Id be able to 50,000 facilities that uality each fiscal year should ear plan period are as existing aa ount allocated for during the 5-y and threatening r tion cised ra ding and atically up ading uantity pond 'the enta verely in July om~ Water iem ~uhancement on system 1Q tified for ima this location's Wing area by regccur between ram are focused Quality been idea Creek em - t will o t roject will rem" Water Quality of the water, that have to p'sh roves under this pro SDC port Some of the prQlects arced tributary' areas and imp of the pro ilo p ect projects and the no ' ually. This unn severely eroded a Construction Greensward} This allows This proj will be from Steve St.} the mast se ign are undexw #012 (gg65 Sw funding ling ore projects arm 030 (Sw feet of ptpe'n and final desual. F a-111ty ark to be installed as press one or m al. Facility Its 150 its ater Q ocket p e Water Ql' The project rnsta riecessary p uuement w hborhood p lows roperties. uality SWaIWOrk Window req repariori for netg fan g as a storm w eeti t o in-water and re grade in p g stem, fill an n pctober 3g to m water infiltration y • Y 2008-09- ngtall storm begin construction ►n F Total ected to 2012-13 is exp 2011-12 Adopted 2010-11 305,000 2009-10 Revised projected Actual Budget 2008-09 25,000 25,000 2007_08 25,000 Through 2007.08 25,000 25,004 2006.47 180,000 25,000 25,OOQ 25,000 25,x00 iso,4oa 25000 MW - udget stem or si ,year Annual Program by Sy laming ,at wvrovem te work en 2t008-YrO~09 'art any supplemental p in F►geal year fund will also supp d ects• The ects within riparian corridors & Enhance Lion p an Restoration for urban forestry prOast riparian restora Total Nil, be available eseen failure to p 2012-13 ,10,000 unfor 2©11-12 the event of an Adopted 2010-11 2009_10 30,000 Revised projected 2008-09 10,000 Actual 'Budget 2007-48 10,000 Dell 'Etwough 2001.08 10,000 of erry 2006.0? 10,000 the vic~n~ty b i"tation 10,000 at two location ~mmend slope sta eared to be ation of Issues occurring and rec location that appitig erosion laced real at this loca tQu~tity d bank stability-related ons for the blem tiara. rli ter Quality detern►ine ng has been p ferry gel erosion an conducted to lactic sheetid repair of the pro dope Smbi1}2ation ( discovered slope has been Secured p final 2006 design an , the City leaf study to erode' d for tember p, geotechn e from continuing ded is utilize p venue. rovi_0 th A k and 118uld preventber 2006. The funding p aiques that wo proposed for FY 2p08- Total unstable in Decem 2012-t3 ,ntiauy Second location is 2011-12 254,400 erosion at the Adopted 2010.11 Revised projected 2009'10 200g_09 Actual Budget 2001-08 'Through 1007.08 150,000 een Highland and 2006-0? 100,000 catch basins bet` costs. The W oo0 ~and seven a►ntenan~ ew pipe is e oles ed m five m resulted in increasthe street. )N IC) pipe, . which has cture tntegriry of and protect the st W ater 1 Chtor,actually c . and Storm ants tGree feet Of pol ias been g vation grain Improvem ately 900 a C' neighborhood' 5330- St°r to t 11 appTO. akumi,Ajze steel extensive r serve avol oadw e the will insta to prerfi ne1ghbOChood e) ed jr, place to adequate capacity Total This eld Drive- The Summ will be abando'ft' - e life an 2012-13 existing pipe a longer 2011-12 150,p0a expected to have Adopted 2010-11 Revised projected 2049°10 _...el . 2008-09 apacity to relieve udget stem al culvert c ater ual B rovide addition b Clean W year Ann program by 5y tiated by to tan Inlets at imprOVe,me year 2008.0'9 mouth Streeof the "ealthy Streams budg mod. venueiD ent goal design already in Fiscal Yea the 12nd P* rt replacem locatedat calve artmouth Intersection an exiting cult' e t Aso addresses th the 1?,ndrD upgrades of theIPTO3 ombitied Total ,,plementatioo rade will be c 2012-13 the upg 2011'12 A5,Q00 ,he design of Adopted 2b1,0_11 Revised ected 20,09-j0 Actual proj 20p8-09 Budget 2,001-08 Through 2001-0% 25,004 oats identified in 2006-07 2o,000 Tree Planting g 20,004 streams in the city to meet the Cotemunity tQua"tity 'CT Quality and shrubs along creeks and tY Tree planting trees an Total 2012-# om►uuui d will plant native of Tigar s plan 201# 12 #5$I 20,000 arty streams Adopted 2010.11 ealtlty Revised 2009-10 20,000 projected 2008-04 35,000 Actual Budget 200'1-Og 40,000 Through 2007-08 40,p40 due to high stream 7,e06.01 undermined in the 2006-07, have bee" eroded bd alder, which Fplace south °f urham Road o s are a large roposed in revised to wall fa tors to the prble nal scope of `cork Phe creek, has been dined to be che tQuant'ty The orig ent with n are s indow Water Quality block CetarnThe contributing factors er alignr" d final desig work w r c re ek. Barth Stab ilizatiou 1Du mental' the street. with the for prop its an the in-water onion of the seg does not line up of the culvert ental perm 1 with 180- Stream crossing which Envirolm2p08 to comp y a h cal extension ction. fhe cre from eV, bank and 36_inc vent ent, wall and the constru 'd fc h tember 3l, culvert alignrn retaining flow Sep out failing and the of the have blaae betmwi een July I throug the stream, of a portion middle °f ements which included re add bank trlecessary U~t. will take P ion 00?-Og. Constr Total stabilization' 2012-#3 come feted m F Y 2011-12 200,000 requirement- Adopted 2Q#,0.#1 Revised projected 09 2009-10 ~~ttlat --_.aaP.t nst 2008- - nn Budget k 'Y ear Anna ram by Sy ITUP roventent pro esidentkal de" d for the tal ace et re W°rk as the n X08 cal 'Year -09 Stops' schOOeaandhe Stop to transit stops. d iu Fis een bus access ct the wilt e not includ edestrian costs. To constru safety and access beed strips ar s or to ante p rovemenc and enh d bicy of the imp y rc cle Paths route pedestTtanavel paths Landscap hts-of-way edeStrian oc Locations nest for s to imp ited rig be used by P for si dewalk' bic master P will to re :rlan/8. y Pathway elks or pavedlgY within hm way ) to b with clean Ian be used ildren to cts p sidew sidew and back filled district, a ster ;,t co nstTU concrete existing alks street right-of- ip w►th school p safe for the M3 S hook routes can either be between within the with pee hip the tified 'n in ake to fill in gaps be off-street (but will be Ceplaced es to cepare, in partn royemeT'ts'den also storm to ard rent i a thways may convey Wat be used of p . Impn , nding sourc in Ttg to exp d Local avel p ditches that The fund may o may . p e, OksWikk the City miles ab h p s, existing, el locations in Vements Within if obtain rious ro afetyfe fated i d state progran's Gr Total Eton, 2012-13 250'00© nd bike 2011-12 50,()()() 2010-t 1 Revised ected Adopted 2009-10 50,000 50,0p0 Actual 1'r°l 2008-09 gadget 2007-08 5o,001) Through 2001-08 50,000 200b-0~ 60,0p0 ater and a manhole w111 be installed. Total Storm W ents _ Greensbu,aced 2012-13 150,000 10- Storm lIDprovem will be rep 2011-12 ed drainage Pipe Adopted 2010-11 damag Revised ected 2009-10 Actual Proj 2008-09 Budget 2001-08 i h flows. It g 'Chrougb 200-08 150,000 ent of h 7,006-01 promOte the trea ermitting was Y 2p06-a1 culvert replacement, buffer areas orlon ath to • In F fish of TIP edestrian p t W will accomp nrodificatwi h an as,halt pmt The PTO)` ater in°lud~, gsociated s Plan. Storm Riparian Eahauceme° ent features, of the pT°l Stream enhance m stream chatu► fete construction ices Healthy 96350- T" e.0 cts Tiparl d repair Of * to comp water SeN ect constru u erts opan ding tilted in Clean This PTO` ,des removal_.ofcThe P1 osed nOals iden . niect. 'd nnual Bndget fiscal year A ent program by system apitallmprovem 1008-09 Total nded in Fiscal year 2012_13 2011-12 38,000 Adopted 2010-11 Actual Revised projected 2009-i0 2048-09 150,000 Budget 2001-08 Through 2007-08 185,000 200647 35,000 150,000 1,85,000 Corm Water _ Summer Creek along d Later Quality /Quantity ri arian c"'idoof 1000 native trees ojects project Total and subs on 5 l acres of P lanting lanting au prO~ etation and Fem Street• These p Tree 000 native trees Val of non-native veg Creek een Acension Drive Ascensiou and installation of l 1, Summer & an preparation an The roject also inclodWned gree ~ It betty ect includes site and 116th Street• Th located in a city Streatns plan. is Proj 121st Avenue a separate site, the Healthy ~ween' Acension Creek, al identified in 2012 rubs along mun- Tree Planting go Total ill meet a Com -13 2010-11 2011-12 45,000 Revised ected Adopted 2009-10 07 08 f2006-07 tual Budget prof 2008-09 Through 2007-U8 20 dg'et 45,000 lv[a"'tenance activities Streams proj These maintenance o f Healthy lantingsam e established uantity planting s plan, becom Water QualitylQ ears following as needed to establiSC e i activities for three the Healthy Tree ptantiug - Camaintenan mowing, and light herbicide application oats, identified in 0_ Community ce 1644 fans and implements t species, Com Tree Planting g ro ect p native planniunity This p J Ment of non- . s installed to m include Manage Planting projects will ensure that 2012-13 Total five. and sur`' 2011-12 Adopted 2010-11 701000 330,000 Actual Revised Projected 2009-10 7~,p0o Budget 2007-08 2008-09 ? m)o Through 2007-48 60,000 2006-01 55,000 A ring and using rt on Derry Dell Ual Budgetratn by System assist with des 'V of ac ulve fied ,Year p aB t p rog is to be Mdenti Hand eMeD call Consultan include r emears will ealthy al ImProv 2008-09 using °n- to 2008!2009 subsequent y the goals of the Fiscal Y ear be completed . projects for ect meets din outfall retrofitting 118th. to This pr°j ects. projects of fete culvert and Upstream Streams plan. riding t° comp tYuction of the pTO~ Dell Creek he H provides complete a c of an outfatl to DeTrydiscussed in crews to etam of Eden Ct all, and based on pr►Or'tizatlon e Total as crew a11o tim 2011-12 2012-13 2010-11 25,000 140,000 'lan Revised ected Adopted 2009-10 25,000 pro) 2008-09 25,000 Actual Budget 200'1.08 25,000 cted Through 2007.08 40,000 wi 2006-07 her erosion ACT Quality ll be constru (Qua" tity waverle ,,,,houses will be repaired. Nn outfall structure to prevent furl t air - een etation. ;lope Rrosion Rep drain outfallbettyatiVe veg .Total a storm !anted with n 20,000 ion caused by wtll be p 2011-12 2012-13 the surrounding area Revised pro! 2010-11 ected Adopted 2009-10 2008.09 Actual Budget 2001-08 Through 200'1-08 20,000 to increase 2006-01 culvert will be rHealthy ater Ser~,ices Creek. The ide~cisting Clean will be entified in ar►n° al an stre et culverts and a Creek culvert at F lacement goal e W th W ater Seriices ds from (Quantity Clean fun Water Quality ~ratnut sting Derry Delllish the culvert re under walnut Street neg bated, the eats - the exi culvert cntty negotiating o rovem grade tc ill also acconlP ed the and is curr artnersltip is successfully X730- Culvert Imp struct a n up e The projectw also i nclud of Tig This p vicinity If this p w'rovtde fish pa ssa vitiated m EY Qb101 FY 10111. The vernents PTO) ect C1 he cap nment. stream Ce'alig acity plan The Pro) ector k to protect er gro1ect of roadimpr p Streams d in conjunetion Derry Dell cre design the larg rove dner to reali I use imp l ow diverted to be Total private d to a will be 2012-13 2011-12 thts pro) t 20t4-11 '75,000 onual Budget b System eal Year A ent Program by pitallmPrO"em 2008-09 X5,000 led W Fiscal Year t QoalitylQuantity 'Drainage 5tor►n System nual Budget b System Year ent program y alIMProvem 2008-09 d in F►sca1 year ow travel lane W idening a Hatt ent will be . edges of pavem ment if needed (i.e• es of pave the existing ties if necessary, within EM outside the existing e reconstruction Dent Major Maintenance including rovt 'MeTM of of the areas streets, rev►de for gehabilitat►on Total ng will p gravel shoulder, aintenanCe Fee Fund. 2012-]3 h Street M 2011-12 ]49,6?9 the areug Adopted 2010-11 4,381,731 RevtSed Projected 'ZOOS-09 2009-10 693,100 1,828,180 Actual Budget 2001-08 692,413 456,3 Through 2001-08 692,478 457,587 613 24,679 125,000 692,629 451,522 1,150,000 2006-07 810,511 457,3'11 1,150,000 24,679 Boo,000 1,1 800,000 1,1 935,51-1 the west side. ,619 ewalk on Tax ceFee S24 S-14,679 nhamlP'sh P'Ve trees Matntenan and a 5-foot wide future Bur Jnfunded projectTotal two travellane' tt et connects the rovid affect. in the air project. am to V-R) wide also included "ter Ash Ave Ext (Sur°h 24-foot b Con' R coon of asewer pipes at d sa Y the Total includes cons tru strutted lot con t lot con 1e storm drain an d R e parking tre his, the new Park an 20]2-13 etlig 2011-12 978,920 aterse 010-]] coon to p,dopted 2009-10 2 gevised proj ected 2008_09 Actual Budget 2007-08 Through 2007-08 400,000 1vd. The 2006-07 578,920 and Hall B with the 318,920 will coordinate FY 2pp8- of Highway 99w plan and funding pr at the ovided in intersection Stxeetscap rovements Comprehensive on County • The n ed by elit. Gas Talc Gateway and streetscVe tb the Downtow n by aag anceu, 11 5' 94w is landscape an ed rO) ect Via" Bivd' @ construe concept establish idening p m atewaY enh oa650- . and Iwo design ,r„m Lane . +tiP oroposed g ty of Tigard 38-2009 Fiscal Year Annual Budget System ve Year Capital Improvement Program by ojects Funded in Fiscal Year 2008-09 Actual Revised 2012-13 Total Through Budget Projected Adopted 2010-11 2011-12 2006-07 2007-08 2007-08 2008-09 2009-10 75,000 75,000 Gas Tax 90720- Burnham Street Reconstruction Street and Ash Avenue to a paved width of 38 feet and Street incorporates design concepts recommended mmended by the Tigard Downtown Comprehensive The construction of Burnham improvements crossings and on-street parking will be provided P art Streetscape plan. These concepts include widening Burnham Street bet medians, at the intersection of Hall Boulevard and Ash Avenue, and Ash Avenue and Hall Boulevard to 50 feet. Sidewalks, landscaped medians, pedestrian the widening. In addition, a traditionaconcepts lor- e applied for water quality enhancement. Construction is scheduled to begin in late summer o greenstreet stormwater management will fall of 2008. Actual Revised Through Budget Projected Adopted 2012-13 Total 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 3,100,000 1,800,000 1,300,000 Gas Tax 350,000 3,065,000 Water Fund 715,000 715,000 2,350,000 300,000 Traffic Impact Fee 300,000 300,000 4509000 Underground Utility 450,000 _ 350,000 7,265,000 Water CIP 350,000 Urban Renewal Fund - 000 1,300,000 1,365,000 715,000 5,250,- Project Total 90770- Greenburg Rd/99 Intersection b N ;ard r Fiscal year Annual Budget ram by system i m3ro~ement prog ith Hall Boulevard are the • Highway 99W intersection w funded through capital Funded in Fiscal Year 2008-09 and M ~ all Boulevard intersection are a►n Street and the 99w~ rovements to the Hall Greenburg Road to the Highway in 2008. ,gig p Ha1V9 estion as as the bottleneck at the ay 99W with Capacity imPiQVements e for construction sometime n stag d relieving traffic tong lenient the a city existing intersection of 1419111 e The specific cap congested intersections in theaiCi he project is in the desigrculation ant highly- TIP 3 pi0am ective in improving the Greenburg Road intersect~Oway 21~eri e hang Rgad and main on County s MS eff Greenburg ;hingt will not be fully onding impiQNay g9W north of the viaduct to the Hig lanes on ht-tmn lanes on both ct to the nnect to the ►levarcV99W intersection remains. P, corle n dicated left-turn d along H►~" movements by adding de d retain the dedicated rig eject ets an throug h the intersection to co ;enburg Road interne is circulation across an h and left-turn m both side stre ove traff the throug viaduct east fro Se the and impr orating through movements across gh laneron Highway rovement will include* reel: 99W from p providing dedicated an additional eastbound through Boulevard intersection. -eels, and Constructingane planned for the Highway ,w eastbound through 2012-13 Total Adopted 2410-11 2011-12 15,300 Actual Revised projole ected 2009-14 Budget r 8 2008-09 3,365,404 Through Igg,192 2007-08 2006-07 15,300 2 1,855,404 640,000 5,56096 360,000 1,150,000 1294,192 255,000 500,000 255,000 640,000 Water Fund 1~ 3,149,596 Gas Tax 500,~000 0 City ~ ~ Unfunded ect Total - pavement and basa and prof Commuter station, bus Stops to osed two travel lanes' Improvements improvements involve Teoi~ood to the p t P existtn ammodate tw ents The iir►P e improvem cap 95830- Commercial St. letion is 28 feet,and M which ain will accommodate streets tton is located in the downs feea stre of et to Tigard. provide a safe walk for the neig The construc w the north side Commercial street after 099W 99W over-crossing a Plan- construct] Commercial Street The total paved width of rehensive Stteetscap r b the Tigard Downtown Comp . of 2007 to allow additional time for the on of on sidewalk Street, street will be permitted between the hig and businesses parking on the st s recommended by been delayed to the spr►ng edestrian route to downtown services veto ment Block Grant in is st mount of $91,30 one in each direction. orate design concept wever, this schedule h water treatment ° ro ect will provide ty ~econvenient p a safe and for the project will mcorp the spring of 2006' HO completion of the p j The prole 0 acres) and another 20 and an finally scheduled for from Tri-Met been approved for the C the Water Fund.ro imately 2 originally This project has Fwd, and $135,000 from rd area (aPP h the Water Qual antity acquisition of nigh commuter rail station. from the Gas Tax and the p e ingf nds of $ t portion of the downtown T192 lann 6pg,?00 coming for a signfican P The additional treatment is funded throug with local matching fu to provide treatment 99w over-crossing. d area lust west of HwY 10 facility will also be enlarged older develop M acres of an nnual $ndget b System gal Y ear A e It P rogram by ,it,, l,,rove a 2008-09 Toil lea in Fiscal Year 2012.13 27,648 2010-11 2011-12 'Revised ected AdaPted 2009-10 120,000 Actual pro; 2008-49 Through Budget 2007-08 2407-48 2006-07 27,648 8501.000 27,648 126,000 991,648 120,000 %50,022 - Tax 91,300 f--- 850,000 Ater Fund uantity 120,000 Creek Trail or V orta OT). atex Quality Q 7,1,648 farmo roan Renewal Fund 238,948 blockmenti of Transportation td s de a oste speed nfunded project Total lvd to PTO" e De artwith a P os pr S°n p e state rouge croil cr asswallc es H approval from t traveled, t way of Pedestrian.- installa sing the 'auno Creek re uirs ap on a h traffic tion of walk Q eavity- (gall @ Creek for of the cross crossing on-coming Crosswalks ied from location i over the project is cat d_block to alert is to route, will pro" c a m crossing ;rs ossesalk prior to the . Since Hall Boulevard ec , th cr completion of the prof will be installed at and ?on comp h Flashing beacons Total ,,It of 40 mP - 2012-j3 ;reet. 2011-12 100,0011 010-1i Adopted 2009-10 2 Actual Revised projected Budget 2408-U9 Through 2001-08 2001-08 80,000 This phase of the 2006-07 20000 eh of Main Street. from the 80,963 full length main Street, ct. n of the 1400 lineal feet of curbs, and constru ndards for street and includes streets, e Plan, The Gas Tax Street Sta wntown Streetscap ehensive redesiWn ith Green f-way 5t Retrofit ublic right-' 1n the DO tracks north to ° ulti-year and includes compr roved the railroad the entire, P 95930- Main StlGreeect ism ct the street in ass' accordant s concept plans as app Street Proj oral) is to reCOnst Ce at 99W • It encomP based on 99W and Phase 2 from The Main Grant prop entrap Design will be to Highway project (M-TIP ce to the south rovements. ommuter pail entrap drainage 1MP at the railroad tracks soot c landscape, a)n' . Phase 1 starts V Mr Annual Budgetratn by System gal Y ear ent P rog pitalImprOVem 2008-09 fed in Fiscal Year Total 2012-13 2011-12 2,540,440 2010-11 Revised Adopted projected 2409-10 Actual Budget 08 2008-09 t,983,675 3x040,000 Through 200 -08 200't- 255,30 300,595 436,327 200b-p7 34,404 29,269 2,420,©02 334,999 284,999 venue Triangle SW 69th 70th AAvenve will be ' Tax al Fund the Tigard venue ,an Renew ect Tota► rove streets within 68th parkway and w 74th A pr°! lD No. 1 to imp een SW t from 6 Parlcw D t~nouth Tigard Sheet to 'Crian9le L Clinton Street beouth Stree f om SAN alks, ramps le LID #1 and Sw th side t 1 Of 68th Par . In addition, sidew w 69 h 26 sewer in S NV Tigard Trisug Council established The no' t side ees of SW lighting' , 2008, city nd ab out 100 feet south of t1 Baylor . 'tl1 p sanitary d street ligh trn$,e Wes ~ ~arttm outh street. n street tr and <ebrru ry Dartmouth Street astreet trees a and Nee i, sidewalks, street trees stteew!tghh idewalk, Venue an wth curbs sidewalks, im roved nal at SAN 68th d the District. y improved with curbs, Street will beosed traffic s'g 1 also be improve Clinton roperties ately 3 within 50 feet north of ce to all p for proxim a nd striping Al wbe inseawledservi pro gning rovide s Total ,rbs, si e,tended top 2012-13 venue will be 2011-12 155,500 x010-11 2409-10 2200,000 Revised projected Adopted Actual Budget 240't-08 2008-09 - 2x355,500 Through 2007-08 2406-0~ 1551500 2,200,1000 22,598 2,200,000 The 155500 S stem plan. 22,593 and TranspSrteeds Some vehicles have Gas Tax le LID #1 with the Tig Tigard Tt'ang project Total for traveling p the cure accordance sharp the outside of d Route in 115th Me is too markets on d Guardrai► classified as NOf Former Street Street an of 115a guard rail including poouer gt1115th two-lane roadway installation, 96250- w, The intersection Dose The ins of an ad3acent house' F onnet street is a natrO alk and shoulder The curb, sidew vehicles travel lane. within the riven into the ykeep street has no d d and ku" corner an _ ,,,c'torists City of Tigard 2008-2009 Fiscal Year Annual Budget Five Year Capital Improvement Program by System Projects Funded in Fiscal Year 2008-09 Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total Gas Tax 25,000 25,000 96260- School Zone Flashing Beacons Traffic conditions near schools can seriously affect the safety of school children. Although by law, school zones have a 20 mile per hour speed limit when children are present, the posted limits alone don't always ensure the safety of children as they are crossing streets. School Zone Flashing Beacons (also called flashers or flashing lights) consist of a pair of yellow lights typically installed with signs that say Speed Limit 20 When Flashing. The purpose of the flashing beacons is to draw motorists attention to the reduced speed limit of 20 miles per hour. When flashing tights are activated, the speed is enforced in the school zone. The projects will integrate electronic speed signs to further enhance safety by showing motorists actual speeds as they travel through the school zones. The following locations were selected for installation of flashing beacons and electronic speed signs because of the locations of the schools and the traffic volumes on the streets: -Locust Street at Metzger School -Gaarde Street at Gaarde Christian School -Bull Mountain Road at Alberta Rider School -Walnut/Tiedeman Street at Fowler School Actual Revised Through Budget Projected Adopted 2006-07 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total Gas Tax 160,000 160,000 96280- Sidewalk (Hall Blvd/Bonita Ron This project is located on the east side of Hall Blvd and north of Bonita Road. There are gaps in the sidewalks at this location where a new bus stop is proposed to be installed. One of the gaps includes a narrow shoulder and steep slope, which create safety concern for pedestrians and bicyclists. Traffic turning right onto Hall Boulevard from Bonita Road at this location also put pedestrians waiting for stop lights at the comer at risk. In addition to installing a new sidewalk at this location, a retaining wall will be constructed to support the infill placed for the sidewalk. N Installation of a new sidewalk at this location will significantly improve pedestrian safety and enhance transit accessibility. This project is funded in the amount of $270,566 through the State Pedestrian/Bicycle Improvement grant. The City provides a local share of $66,000 funded through the Gas Tax Fund. Engineering and construction management will be performed by the City as additional local match. IN WWF _ d nnual Budget by System iscal Year ovement Program apitalImF 2008-09 nded itt Fiscal year Total 2012-13 2011-12 Adopted 2410-11 336,566 Actual Revised projected 2009-10 Budget 200'1-08 2008-09 Through 2007-08 ent. 2006-07 336,566 need ofreplacem is rotten and is'nra►lings, handrails edestrian section existing joists, off site to with the p d rep lumber will be hauled as Tax most of the wood associated s and is the and Bridge Repair - Tig This project remove Cvered and the debr d determined that m concern• will be pedestrian staff inspected the bridge an traffic due to safety The work area edestrian anno Creek. e has been closed ticipated to occur in F bridg No work during construction. decking• contamination Total Itect the creek from, 201,2-13 2010-11 2011 12 40,004 Revised projected Adopted 2009-10 Actual Budget 2008-09 Through 2fl07-08 2007-08 2046-07 40,400 h traffic lane, oa hing Hwy 99w from lane, a combined left and throug a left turr► b vehicles app ali the concrete Gas Tax Ve are directed through lane is filled up by ding to Ce" S result will odiCication (1) 99\V and 't 8th Athe outside left-tum This project ptovides ng vehg les and as ;380- Traffic Median M onto Hwy The issue is as unusable. anda space for left-turn traffics going makes the lane rovide additional on Dartmouth Street, and through traffic lane. Th e and will p ht turn inside left-tutr► lan combinedrig the short The modification Street, it blocks oath at this location. 99 intersection Dartmouth . e Dartm outhM median and re-stoop ents at the Dartm em Total enhance traffic m 2012-13 2011-12 Revised Adopted 2409-10 2010-11 Actual Projected Budget ThrouOg~ 2007-08 2007-08 2008-0 2006 15,000 r.,ff~clmpar-tFee ~..a igard l Year Annual Budget q Fisca ram by System ,r Capital ImpCOvement prog The study will determine the lanning art of the Departments future facility p aximize its Funded in Fiscal Year 2008-4 rated with development tom . rnent asp be integ Works site willbe value. An how Fanno Creek Park may public evaluated for redeye oP tanning. ' s Cary development capacity, financial feasibility, and the market "aloe of the site will be made for facility P ;mate of Total 2011-12 2012-13 Actual Revised Projected Adopted 2009-10 2010-11 25,000 Through Budget 2007-08 2008-09 2006-07 2007-08 25,000 signalized intersections of 92nd School midway between the General Fund and High ro ect will design and install a marked 710 n on the north side of Durham d kiting System - ham Road at Ti, ocation speed sig onlc will be budge _ Crosswalk & Lig anted at that l. This . It will also include an evaluation of the need for a ml~ded hat a markedncrosswalk's w'~ An evalu concluded warning signs ted on the south side of the street. Funds for that sign Avenue and Hall Boulevard hting system and advance electronic sign loco lig crosswalk with stboundlapproach to match the existing d on the v beacons and signs at selected school locations. ~Oa ro ect to install 'lashing under the p J Total 2011-12 2012-13 Revised projected Adopted 2010-11 Actual Budget projected 8 2008-09 2009-10 60,000 Through 2007-08 2006-07 60,000 11,172,376 Gas Tax Total Projects- Street System year Annum Budgetm by System rovement Yrogra al wP .,0p8-09 es of meters- ia V►scat ear e rang two siz veloped rogram covers size have de this t water eter replacement p Meters of esult is tha meet. The m larger water meters. der-reported. The rrovers to snake the program EM ublic Works Depart all l -inch and e of water is un meters have proven eats the p ent of a the volum water art iacem rojects for dlor replacer' the tim ens of these meters- The se most o cond p r Meter Rev term p air an f and or replacem of the long measured, accurate m testing, rep d Testing ceived due to d. seen one covers Systflow are inaccurately being ass. - sse r • ues re s are note program water flows than they are 1 revers when p roblem where actual more water e ~therepldaGed as nee ded using' Vestn ent is recouped ed by Total rs could usthat the mch in size. ,l sense it than 1 112- 2012-13 of less 2011-12 60,800 356,600 meters Adopted 2010-11 58500 2009-10 56,300 Actua► Revised Prodected 2008.09 d et 5 2007'0 400 77,000 4,000 ers who need an T ro gh Z 1001.08 2 01 50,000 50' or existing custom customers, ew meter. When new water and will set the n tallations program the service line an Water Fund ice 1. s staff ms Installations vaith the W atex Se public W ork Total Meter am ties in a new service 2012-13 on-going prod apply for 11 2011-12 265000 its al water Adopted 2010- 35,000 Idition Revised 2009-t0 cted 35,000• proje 2008-09 40,404 Actual gudget 2007-08 45,000 d 13- Throutb 2007-OS 50,000 550-foot an 2006-07 60,000 ekes both the rovide a 60,044 venue, serves one that would p for 1Pm goadf125th A station to 3,300 9 ull mountain this pump {nom 2,000 %Pm i ing site at B need to replace ing capacity long with the p p Fund MG reservoir identified a creases pump oir No. 2. A Water Station Up the 10 study ment in R eserv Trans[er Qump located °n stem Hydraulic of this improve foot zone Boned. 95570-16MG station, to the 550- will be aban transfer The pump ater Distribution y Coustruction 900 gprn rla. The existing ice zaneS rovide 3, Station P 7oneS hoth sexy . - -,A will also p eite (pump gird Fiscal Year Annual Budge ram by System Capital Improvement Prog unded in Fiscal Year 2008-09 2012-13 Total 2011-12 Revised projected Adopted 2009-10 2010-11 3,800,000 Actual Budget 2008-09 Through 2007-08 7pp,000 2006-07 2007-08 50,000 3,050,000 n of a public 50,000 ould 11 1 new extensio Since this w nand constr E uction Mater CIP an to the railroad tracks- stem would include desig h Ave) venue extension from Burrih Sands for the p water Sy Waterline xtension (As the needed. unction with Ash A would be ro1ect is in ated conj that a new g- inch public `Hater line is ,et, it is anticip sts. 2012_13 Total 2011-12 Revised projected Adopted 2009-10 2010-11 40,000 Actual Budget 2008-09 40,000 Through 2007-08 2007-OS 2006-07 40,000 6,000 40,000 ,ice 0 ASR) wells. In addition, Water SDC b 000 Water CIP Project Total e and recovery purposes. storage of the weft for ASR ist to determine suitability „Studies Staff in locating potential sirogeeolog additional R Expansio will asstst services. )5610- drogeolagist of record well driller in order for the b y Y4 The City's b a qualified services and drilling test wells must be drilled by these studies will include both consulting Therefore, 2012-13 Total Adopted 2010-11 2011-12 Actual Revised Projected 2009-10 21560,000 11 Through Budget 2007-08 2008-09 850,000 2006-07 2007-08 50,000 850,000 grades should be completed at existing Water CIP rades 810,000 810,000 reservoirs. ine what up beinning FY 08/09. will be completed to determine ear period, g -y Seis'iuic 13 . ~~tP. Evaluation . -*r, rted over a three V w rato by system ;a1 Year Annual Budget vital ItnPrOVement Pr°g Fiscal Year 2008-09 Total ►ed in 2012-13 2011-12 7o,oao 2010-11 Revised projected Adopted 2p09'10 Actual Budget 2008-04 2007-08 707,000 Through 2007-08 2006-07 70,000 450,000 701000 18x,000 _ 450,000 The adjacent street ter Fund - 099 tlllall Boulevard. efforts, one say Of J-- am ghee anon have installed Ater CIP project Total Mel of Bu o regional water c°nservate they northwest coWho demonstir demonstration located at the to suPP establishing a arden onstrati Building, As Tigard continues to customers is by einonstration g ation Dem c Works entryway' xovides incentives to customers such a d Water Conserv at the Publi downtown Tigard currently P education and layout. will be located designated as a ing Wa of providing election area. Project of landscaping,. andscap excellent y creative Plants the downtown s, is also a locatio 5 in the area feature ho will be visiting rsection ducation i anon desterign-saving Another. ation Public e eats into their irr g of Wa d ving role destri viding ans w b incorporate a variety access to P ter-saving elem that would would provide goo rden City, building Total sated at this 2011-12 2012-13 2010-11 151,500 Revised projected Adopted 2009-10 Actual Budget 200g-04 Through 2007-08 2006-p7 2007-08 125,000 [i5hing an 50,000 26,500 velopnnent, thus accomp . 2000. pipeline throe Gated Ma fanned May ydraulic study to upsize a Ptem Water CIP the need H pversizing city may find Distribution Sy 95690- Water Main the listed in the water Total course of the veye During ment as 2012-t3 imp 2p11-12 275 fled the capital ro 2010-11 0 ,000 identified 75,00 Revised projected 2009.10 Actual Budget 2008-09 'Through 2007'08 'T Tnnb-07 2007-08 125,000 : nno d nnual Budget the routine gystem seal year A ram y May 2000, and Is for to capacity and rovetnent profi b adequate uli apital Imp 008-09 S stem Hydraulic Study mains have hydraulic lIY Street year 2 In most cases the existing to maintain aded in Fiscal the water ,Distribution tem. of loops in the system he proposed Main r r s thxoT $out am is the also water for, comp main ments related to based on the needs e letion -going program imaged and older water ns. Th p due to anticipated m replace e di ameter water IYI d with the ment of leaklllg, FY 138109 and 11112 replace ncies. OTT1 Larger amounts shown in ;traction projects. Total 2012-13 2010-11 2011-12 395,3p0 Revised. projected Adopted 2009-10 80,000 Actual Budget 2008-09 801000 2007-08 54,000 56,300 Through 7.001-08 7,0o6-01 15,000 its or 501000 50,000 through individual building Pe (see customers to the system through ice line and will set the meter water Fund Bach year the City and Public w ks staff installs the sere adds I ice installations rtment• water service, an 0-water Serv am for the depa for a new his is a long-tee pC°~ services. apply 2412-13 -Total dditional water ris line Aster Installations line item). 2010-11 2011-12 61 00 Revised projected Adopted 2009-10 12,000 Actual Budget 2008'09 11,300 11,700 Through 200?-08 10,800 2006-07 2007-08 10,400 Response 5,000 er e Icy m g lementat. n of 10,000 Assessment and E Imp the l'w vu►nerabilitys' and momt°rmg The Water Fund rades access, fencing, Intrusion urity Upg security upgrades that w eve s ~dentrfied m 95720- Water site sec COmplish the water site ovements to such tt" plan. ll include !MP' la over a 20-Year period. ro ec will ac ades wi -fhis p j The Securitye I . Is e stimated to take p 2012-13 Total mprovem 2011-12 these improvements Adopted 2010-11 60 800 331,800 Revised projec t e 7,009-10 d Actual 2008-09 581500 Budget 2007-08 56,500 Through 2007-08 an 54,000 V W nual Budget b System gal Year An nt program y ctingthis roveme constru ,ital Imp Year 24,8"09 550-foot pressure zone. provided through cal s of the oir will be and the new led in Fis eastern 'Portion Sapp ly to the resew ump station e the south and zone. & Sup ? l3- ressure between the transfer p and will serve Foot p the south. eservoir No. 2 all mountain an supplied by the ng necessary' B Zone cated d currently elude the supply foot pressure zone to .rvoir will be lo on 550_ some of the ,,and will also in the eXi st- r will eliminate som rad e. This prof station ups ins from the reservoir to Total sfer~p~ P as the supply pip 2012-13 1,400,000 Adopted 2009-10 2010-11 2011 -12 Revised Actual gadget projected 2008-09 200?-08 Through 2001-08 well head 2006-01 4,400,000 3,000,000 Will be drilled and at a production well w 4,400,000 it is anticipated that ,Mater CIP very well system . npositive. storage and recoand have prove ASV L3 and its aquifer testing has occurred time to exp where test 012-13 e city will con location 2 Total .provements installed at a 2010.11 2011"12 2,100,000 Revised projected Adopted 2009-10 Actual Budget 2008-09 300,000 Through 200?-08 1,500,000 2007-OS 300,000 rojeCt was to use a 2006-01 this p Powered 300,000 Initially Nation of a solar e the storage reservoir. the ins however at this tim movement within the 3 5 mg staff recoend nding, olo tes. water technology- assist with een" energy efficienttechn g Water CIP Circulation SYs investigate ne`N be available to Tank Re. circulation by le-bled to onies may oat regarding 66110- iVlenlor v rater q d pipingThis was Grant m Council g the city ect will increase an ump system. , ect meets This prof S recirculation p Fund. prof conventional recircduaone pa d olar Bee through the Water . Total battery ass's be fully funde 2012-13 project w 2014 2011-12 4$,000 Adopted -11 Revised 'Projected 2009-10 Actual Budget p 2008-49 Through 2007-08 2001-08 45,000 all igard 9 Fiscal year Annual Budget , ram by System Capital Improvement Prog es of meters. it lacement pTOgram Covers two size rang and larger water meters. Meters orted of . T this size have developed Funded in Fiscal Year 208-09 ,,1ent. The meter rep he result is that water term projects for the Public W placement of all 1 -inch an raven to make ater meters have been one of the long- repair and/Or rep the volume of water is under-rep of the program s has stematic testing, measured; most of the time, accura esmeters. Th covers sy ccurately esting and or placement of A the program e second part T due hen received ~blems where actual. water e° mater than they are being assessed. ems are noted. uld be using recouped by the addition revenues annuls co These are replaced u n c i a l stets of less than investment l 1(2-in h in size . ,vers me 2012-13 Total Revised Adopted 2010-11 2011-12 Actual Budget Projected 2009-10 77,000 Through Budget 2007-08 2008-09 2006-07 77,000 mestic water Supply- Four ent of a long term do or Willamette systems, Fund Tualatin, Water continues to evaluate participation in and developrn ment activities 50- Long Term or water facilities on the Clackamas, m develop TWSA) evelopment of maj and. Projects and decision d beg2008 09 should, a of SS Water Service Area ( which include d Of POI referred alternative an The Tigard bons exist, ement with the City the p urchase arrang select one source as options or combinations wh wholesale water P1 or optimistically, as well as continuing ices to two, minimum, reduce the various cho that source. Total 2011-12 2012-13 Actual Revised Projected Adopted 2010-11 42,341,053 Budget 2007-08 2008-09 2009-10 Through 13,894,737 , 2006-07 2007-08 3,031,579 632 149470,175 3,971,930 6,972 10,597,979 Water CIP Total Projects- Water System b _ ~~dh • • • • • • • • • • • • • • Five Year • Capital Improvement Program by System • • • Fiscal Years 2009-13 • • • • • • • • • • • • • • • • • • • • • • • • Capital Improvement Page 299 • • City of Tigard Fiscal Years 2008-2013 Capital Improvement Program Facilities System Projected Adopted Project 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 90160- Library Site Monitoring 30,000 30,000 96470- Parking Lot R&M - Ash Street 780 780 96480- Parking Lot R&M - PD/CH/PC 6,537 6,537 96490- Parking Lot R&M - Senior Center 5,355 5,355 96500- Parking Lot R&M - Public Works 130,000 130,000 90130- Senior Center Seismic Upgrade 757,000 258,459 1,015,459 95810- Commuter Rail Enhancements 100,000 100,000 96120- Police Dept. Carpet Replacement 15,000 15,000 96150- Parking Lot R&M - Library 3,840 3,840 96160- HVAC Control Upgrade - Niche 5,000 5,000 96180- Parking Lot Expansion - PC/CH 100,000 100,000 96620- Commuter Rail Entryway Enhancements 20,000 20,000 96230- Repair/Repaint CH/PD/PC 1,000,000 500,000 1,500,000 95030- New Public Works Facility 5,100,000 3,750,000 3,750,000 12,600,000 95040- New Police Facilities 1,000,000 10,000,000 11,000,000 96170- PD Locker Rooms Re-Vinyl 13,000 13,000 95050- Library RFID Technology 750,000 750,000 Total Facilities System 757,000 674,971 6,100,000 5,250,000 14,513,000 27,294,971 ro a~ w g City of Tigard Fiscal Years 2008-2013 Capital Improvement Program Parks System Projected Adopted Project 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 96210- Senn Park Trailhead 149,500 149,500 96530- Schaltz Property Improvements 135,000 135,000 90950- Fanno Creek Trail (Hall/Fanno) 275,350 275,350 91070- Washington Square Regional Center Trail 20,000 410,020 430,020 95060- Brown Property Trail Construction 25,000 32,500 57,500 95080- Canterbury Park 140,000 540,000 140,000 140,000 140,000 1,100,000 95100- Cook Park Restroom Shelter 70,000 70,000 95110- Elizabeth Price Park Developme 351,000 351,000 95120- Jack Park Extension 25,000 616,000 641,000 95130- Park Land Acquisition 1,626,859 1,183,816 1,000,000 3,810,675 95140- Park System Master Plan Update 50,000 50,000 100,000 95870- Fanno Creek Trail (Main St toGrant) 115,000 115,000 230,000 96130- Clute Property House Demolition 30,000 30,000 96140- Parking Lot R&M - Cook Park 14,350 14,350 96190- Skate Park Restroom 75,000 75,000 96510- Loucks/Burton House Demolition 30,000 30,000 96520- Parks SDC Update 20,000 20,000 96660- Street Trees- Main Street 45,000 45,000 95090- Entryway Monuments 95,000 95,000 95,000 95,000 380,000 96630- Fanno Creek Lower Park 385,000 790,000 940,000 2,115,000 96530- Schaltz Property Improvements 95060- Brown Property Trail Construction 192,500 192,500 95900- Fanno Creek Plaza 1,650,000 320,000 2,109,905 4,079,905 91020- Clute Property- Demolition 300,000 300,000 96650- Upland Park 150,000 976j081 1,126,081 95070- Cach Park Development 265,000 265,000 96200- Fanno Creek Trail (74/Cook) 650,000 650,000 96700- Main Street Trail Access 150,000 692,109 842,109 95860- Fanno Creek Park Gateway at Main St 150,000 692,109 842,109 Total Parks System 2,046,859 4,024,036 3,516,000 1,945,000 4,440,986 2,384,218 18,357,099 W o ~ City of Tigard Fiscal Years 2008-2013 Capital Improvement Program Sanitary Sewer System Projected Adopted Project 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 90270- Red Rock Creek Repair 8,000 75,000 $3,000 90280- Sanitary Sewer Master Plan 85,000 70,000 155,000 95150- Pipe Removal (Bonita/Fanno Creek) 2,000 35,000 37,000 95160- Sanitary Sewer Extension Program 1,500,000 1,200,000 750,000 750,000 4,200,000 95210- Sanitary Sewer Major Maintenance 75,000 50,000 50,000 50,000 50,000 50,000 325,000 96570- Sanitary Sewer Repair - Hwy 2171Kruse Way 60,000 60,000 96580- Sanitary Sewer Repair - MiltonCt. 75,000 75,000 95180- Sani/Sewer Up (Hwy 217) 500,000 500,000 95190- Sani/Sewer Up (Hunziker) 500,000 500,000 Total Sanitary Sewer System 1,670,000 1,565,000 1,300,000 1,300,000 50,000 50,000 5,935,000 ro o~ w 0 N t•.....•.•..•••••••••••••••••••••••••••••••• City of Tigard Fiscal Years 2008-2013 Capital Improvement Program Storm Drainage System Projected Adopted Project 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 96350- Hiteon Cr. Riparian Enhancement (downstream) 35,000 35,000 90350- Storm Drain Rehabilitation 50,000 50,000 50,000 50,000 50,000 50,000 300,000 90430- Water Quality Enhancement 25,000 180,000 25,000 25,000 25,000 25,000 305,000 95220- Culvert Replacement (72nd/Dartmouth) 20,000 25,000 45,000 95240- Community Tree Planting 40,000 40,000 35,000 20,000 20,000 155,000 95280- Stream Bank Stabilization (Durham/108th) 50,000 100,000 50,000 200,000 95290- Riparian Restoration & Enhancement 10,000 10,000 10,000 10,000 30,000 70,000 95310- Slope Stabilization (Derry Dell Creek at 118th) 100,000 150,000 250,000 95330- Storm Drain Improvements (Greensway) 150,000 150,000 95420- Pedestrian/Bicycle Paths 50,000 50,000 50,000 50,000 50,000 250,000 96330- Storm Improvements - Greensburg Rd at Shad 150,000 150,000 96350- Hiteon Cr. Riparian Enhancement (downstream) 150,000 150,000 96360- Summer & Ascension Creek TreePlanting 45,000 45,000 96440- Community Tree Planting - Capital Mantenance 55,000 60,000 70,000 75,000 70,000 330,000 96450- Culvert & Outfall Improvements- In House Con! 40,000 25,000 25,000 25,000 25,000 140,000 96590- Slope Erosion Repair - Waverley Drive 20,000 20,000 96730- Culvert Improvements - WalnutStreet @ Pathfin 75,000 75,000 95230- Regional Detention Facility(Commercial Street) 50,000 225,000 275,000 95250- Culvert Replacement 100,000 100,000 200,000 95300- Storm Water Outfall Retrofits 90,000 90,000 96340- Storm Drain Installation 100th 150,000 150,000 Total Storm Drainage System 305,000 1,325,000 535,000 265,000 615,000 340,000 3,385,000 ro a4o W 0 w City of Tigard Fiscal Years 2008-2013 Capital Improvement Program Street System Projected Adopted Project 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 90560- Ash Ave Ext (Burnham to RR) 578,920 400,000 978,920 90650- Hall Blvd @ Hwy 99W Gateway 75,000 75,000 90720- Burnham Street Reconstruction 715,000 5,250,000 1,300,000 7,265,000 95910- Crosswalks (Hall @ Fanno Creek 20,000 80,000 100,000 95930- Main St/Green St Retrofit 284,999 334,999 2,420,002 3,040,000 95980- Tigard Triangle LID #1 155,500 2,200,000 2,355,500 96250- Former St/115th Guardrail 25,000 25,000 96260- School Zone Flashing Beacons 160,000 160,000 96280- Sidewalk (Hall Blvd/Bonita Road to 600'N) 336,566 336,566 96290- Pedestrian Bridge Repair - Tigard St. 40,000 40,000 96380- Traffic Median Modification (Dartmouth/99W) 15,000 15,000 96560- Ash Street Site Valuation Study 25,000 25,000 96710- Crosswalk & Lighting System -Durham Rd @ T 60,000 60,000 90440- Pavement Major MaintenanceProgram 824,679 935,511 1,150,000 1,150,000 1,150,000 1,150,000 6,360,190 90770- Greenburg Rd/99 Intersection 360,000 1,165,300 3,149,596 255,000 640,000 5,569,896 95830- Commercial St. Improvements 27,648 120,000 850,000 997,648 90660- Hall Blvd Half Street Improvements 200,000 75,000 275,000 95520- Right Turn Lane Widening (Hall at McDonald) 350,000 50,000 400,000 95410- Street Improvements (72nd Ave., Dartmouth to ! 400,000 400,000 1,448,000 1,650,000 3,898,000 95560- Street Improvements (Walnut St/116th to Tieder 127,000 1,043,000 2,500,000 697,000 4,367,000 95370- Collector & Arterial ROW Enhancement 5,000 35,000 35,000 35,000 35,000 145,000 95430- Ash Avenue Extension (Fanno Creek/Scoffins S 200,000 500,000 1,000,000 1,700,000 95490- Sidewalk -92nd Ave (Durham Road to Cook Par 100,000 450,000 550,000 95540- Pedestrian Bridge (North Dakota Street) 300,000 100,000 400,000 95920- Traffic Light (Main/Tigard) 175,000 175,000 95450- Street Improvements (121st/Walnut) 200,000 300,000 650,000 1,150,000 95460- Street Improvements (121/Whistler/Tippit) 400,000 1,350,000 2,000,000 3,750,000 95480- Street Improvements (72nd Ave-Hunziker to Da 400,000 400,000 400,000 1,200,000 96640- Festival Street 123,000 820,680 943,680 95350- Street Improvements @ 100th Ave 75,000 300,000 375,000 95500- Street Improvements (Dartmouth/72nd Ave-68th 300,000 500,000 800,000 95530- Street Improvements (Murdock-103rd to 97th) 75,000 400,000 475,000 95950- Gateway Treatment (SE Comer Main Street) 225,000 225,000 95960- Street Realignment (Scoffins/Hall/Hunziker) 400,000 1,500,000 1,900,000 Ian Total and ro vement program 2012-13 2013 Capital Imp 2011-12 rs 2008" 2010-11 1,400,000 ected Adopted 2009-10 1,000,000 450,000 tem p7O1 1008-09 400,000 450,000 50 000 2007-08 50,000 52,032,400 Dakota 00 11,602,680 _ Pr°aect North D ents (Greenburg' nziker) 7,418'002 671,595 Street Improvem 7201B°nita-}lu ~ 8 96400- roVements ( akota- Green burg 11,172,376 95470- Street Imp ents (North D 2,686,141 95550- Street ImProvem Total street System City of Tigard Fiscal Years 2008-2013 Capital Improvement Program Water System Projected Adopted Project 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total 91160- Water Meter Replacements 50,000 77,000 54,000 56,300 58,500 60,800 356,600 91170- Meter Installations 60,000 50,000 45,000 40,000 35,000 35,000 265,000 95570- IOMG Transfer Pump Station Upgrade 50,000 3,050,000 700,000 3,800,000 95590- Waterline Extension (Ash Ave) 80,000 80,000 95610- ASR Expansion Studies 810,000 50,000 850,000 850,000 2,560,000 95660- Reservoir Seismic Upgrades 70,000 450,000 187,000 707,000 95680- Water Conservation Demonstratiion Grarden 26,500 125,000 151,500 95690- Water Main Oversizing 75,000 125,000 75,000 275,000 95700- Water Main Replacements 50,000 75,000 54,000 56,300 80,000 80,000 395,300 95710- Water Service Installations 5,000 10,400 10,800 11,300 11,700 12,000 61,200 95720- Water Site Security Upgrades 50,000 52,000 54,000 56,500 58,500 60,800 331,800 95730- 550 Zone Reservoir No. 2 & Supply Piping 4,400,000 3,000,000 7,400,000 95740- ASR 3 300,000 1,500,000 300,000 2,100,000 96110- Menlor Tank Re-Circulation System 45,000 45,000 96540- Defective Water Meter Replacements 77,000 77,000 96550- Long Term Water 3,031,579 3,971,930 6,972,632 14,470,175 13,894,737 42,341,053 96220- High Tor Pump Station Rebuild 150,000 1,000,000 1,150,000 95780- 550 Zone 12 Inch Canterbury Loop 789,000 50,000 839,000 95790- 550 Zone 18 Inch Canterbury Supply Line 1,750,000 100,000 1,850,000 95600- ASR 1 Rehabilitation 500,000 500,000 95770- 550' Reservoir No. 1 200,000 200,000 Total Water System 5,646,500 10,597,979 7,576,730 11,882,032 15,363,875 14,418,337 65,485,453 ro w 0 c • • • DEBT SERVICE • • • • Debt Service 307 Debt Service Summarti . 308 • General Obligation Bonds 309 • Bancroft Improvement Bonds and Bond .'anticipation Notes 310 • Loans ....................................................................................311 Outstanding & Planned Debt Issues 312 • Debt Service Schedules • General Obligation Bond - L,ibrarv 313 • 69th Avenue Local Improvement District 314 • Dartmouth Local Improvement District - 2003 317 • OECDD/Cook Park Expansion 316 • • • • • • • • • • • • • • • • • • • • • • • • • i ~ 1 City of Tigard - 2008-2009 Fiscal Year Annual Budget - Debt Service - The City has three types of debt currently outstanding. The first is a general obligation bond secured by the - City's authority to levy property taxes. The second are assessment bonds secured by installment payment contracts with property owners. The third is a loan through the Oregon Economic and Community Development Department (OECDD), secured by current and future park system development charges - collected by the City. Also, the City has the authority to issue short term bond anticipation notes secured by - the City's full faith and credit and the ability to assess property owners when the related project is complete. The City's current outstanding debt is as follows: - General - Obligation Assessments Notes Loans Total FY 08-09 536,063 120,491 235,690 892,244 FY 09-10 553,795 126,885 247,318 927,998 - FY 10-11 571,890 133,593 259,053 964,536 - FY 11-12 590,821 140,720 270,925 1,002,466 - FY 12-13 613,891 148,271 0 762,162 - FY 13-14 632,787 0 0 0 FY 14-15 - 22-23 7,049,251 557,066 0 7,606,317 - $10,548,498 $ 1,227,026 $1,012,986 $12,155,723 - Existing debt levels have no direct impact on current or future City operations. The most recent bond rating occurred in 1993 and the rating given by Moody's was Al. - Legal Debt Limit Oregon statutes limit local government debt to 3% of true cash value. The debt limit calculations excludes debt related to assessments, therefore only outstanding general obligation debt is subject to the limitation. - The limit for FY 2008-09 will be $212,939,882 based upon the estimated market value of $7,449,594,674. Future Debt Limit At this time, the City intends to issue Water Revenue Bonds totaling $18.0 million in FY 2008-09. The City - also intends to secure short-term financing, likely in the form of a bank loan, totaling $2.8 million to assist in - the completion of the Burnham Street redesign and construction. The City also formed a new Local Improvement District, Tigard Triangle LID #1, in FY 2007-08. A bond will be secured with installment payment contracts with property owners within the LID. - The following tables and graphs depict future debt service requirements in total and by debt service type. These figures also present schedules detailing required debt service expenditures for FY 2008-09. - Debt Service Page 307 City of Tigard 2008-2009 Fiscal Year Annual Budget Debt Service Summary FY 2008-09 - Debt Service GENERAL. OBLIGATION BONDS- Paid from property taxes Library Bond $974,913 - $974,913 - BANCROFT IMPROVEMENT BONDS- Paid primarily from special assessments 2002 69th Avenue LID 103,370 - 2003 Dartmouth Street LID 90,008 - Additional Bond Calls 0 . $193,378 OREGON ECONOMIC COMMUNITY - DEATELOPI\EN IT DEPARTMENT (OECDD) LOAN- Paid from system development charges Cook Park $278,053 - $278,053 TOTAL 2008-09 DEBT SERVICE $1,446,344 Debt Service by Type - Bancroft - Improvement OECDD Loan 13° o 19% - General - Obligation 68% - Per Capita Debt Service Cost $60.00 $50.00 - - $40.00 - - $30.00 - $20.00 - - - - S10.00 $ - - T-- - - FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 - Actual Actual Revised Adopted Debt Service Page 308 - City of Tigard - 2008-2009 Fiscal Year Annual Budget General Obligation Bonds Projected Annual Debt Service - 1,000,000 - 900,000 800,000 - 700,000 v 600,000 - v - 500,000 v - A 400,000 a Q 300,000 ly • 200,000 • - 100,000 • 0 - T - - - T - - 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Fiscal Year Principal ■ Interest FY 2008-09 debt service on the outstanding General Obligation Bonds is as follows: - General Obligation Bonds Date Interest Principal Total 2002 Issue - Library Building 12/01/08 $536,063 $438,850 $974,913 - Total General Obligation Bond Debt Service $536,063 $438,850 $974,913 - Debt Service Pagc 309 • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • Bancroft Improvement Bonds • • Projected Annual Debt Service • • 200,000 - - • 180,000 • t 160,000 140,000 - - • to 120,000 100,000 • i 80,000 60,000 - ! • 40,000 _ _ • i 20,000, yN;. • • 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 • Fiscal Year • I Principal E Interest • FY 2008-09 debt service on outstanding Bancroft Bonds is scheduled as follows: • • Bancroft Bonds Interest Date Principal Total • • 2003 - Dartmouth Street $8,613 11/15/08 $36,391 $45,004 • 7,904 05/15/09 37,100 45,004 • 2002 - 69th Ave LID $28,604 01/01/09 $23,100 $51,704 • 27,766 07/01/09 23,900 51,666 • Additional Bond Calls as Needed $0 $0 $0 • Total Bonds $72,887 $120,491 $193,378 • • Total Bancroft Debt Service $72,887 $120,491 $193,378 • • Debt Sen•iee Page 310 • • • City of Tigard - 2008-2009 Fiscal Year Annual Budget - Oregon Economic. Community Development Department Loan-Cook Park Projected Annual Debt Service - 300,000 • 250,000 - 200,000 to r: - Q 150,000 ~ t ~ I 100,000 - 50,000 - 0 I- - - ' - - 2009 2010 2011 2012 Fiscal Year - L- Principal v'. Interest - FY 2008-09 debt service on the outstanding OECDD Loan is as follows: - OECDD Loan Date Interest Principal Total Cook Park 01/01/2009 $42,363 $235,690 $278,053 - Total OECDD Loan Debt Service $42,363 $235,690 $278,053 • Dcbt Service Pagc 311 City of Tigard 2008-2009 Fiscal Year Annual Budget Outstanding and Planned Debt Issues Original Interest Original Principal Final Source of - Issue Amount Rate Issue Date Outstanding Maturity Payment GENERAL OBLIGATION BONDS Library Bond $13,000,000 4.21% 12/04/02 $10,547,958 12/01/22 Property Taxes - TOTAL GENERAL OBLIGATION BONDS OUTSTANDING $10,547,958 SPECIAL ASSESSMENT BONDS . 69th Avenue - Local Improvement District Special Series 2002 $1,307,969 7.25% 06/27/02 $785,323 01/01/20 Assessments - Dartmouth Street - Local Improvement District Special Series 2003 $1,947,678 3.90% 12/04/03 $441,703 11/15/13 Assessments - TOTAL SPECIAL ASSESSMENT BONDS $1,227,026 OTHER DEBT Loans - Outstanding Oregon Economic Community Parks System Development Dept. Development - Cook Park $2,290,248 3.0% - 4.35% 01/23/02 $1,012,986 01/01/12 Charges Bond Anticipation Note - Planned None - TOTAL OTHER DEBTS - OUTSTANDING $1,012,986 GRAND TOTAL - CITY OF TIGARD - DEBT OUTSTANDING $12,787,970 Debt Service Page 312 - City of Tigard 2008-2009 Fiscal Year Annual Budget General Obligation Bond-Tigard Public Library Construction Annual Debt Service Schedule - The Tigard Public Library general obligation bond was authorized by voters on May 21, 2002. The bond was purchased in whole by the State of Oregon through the Oregon Economic and Community Development Department. Bond proceeds were used to purchase a 14.7 acre parcel and construct a two-story 47,500 square - foot library. The new Library opened in August 2004. Amount Issued: $13,000,000 Issue Date: 12/4/2002 - Original Issue True Interest Rate (TIC): 4.208% - Principal Outstanding as of Jul 1, 2008: $10,547,958 Interest Total Debt Payment Due Rate Principal Due Interest Due Service - 12/1/2008 3.00% 536,063 438,850 974,913 12/1/2009 3.30% 553,795 422,768 976,563 12/1/2010 3.50% 571,890 404,493 976,383 12/1/2011 3.60% 590,281 384,477 974,758 12/1/2012 3.75% 613,891 363,227 977,118 - 12/1/2013 3.90% 632,787 340,206 972,993 - 12/1/2014 4.00% 656,991 315,527 972,518 - 12/1/2015 4.10% 686,471 289,248 975,719 12/1/2016 4.25% 711,246 261,102 972,348 12/1/2017 4.38% 741,399 230,874 972,273 12/1/2018 4.50% 776,929 198,438 975,367 - 12/1/2019 4.60% 812,866 163,476 976,342 - 121112020 4.70% 849,207 1265084 975,291 - 12/1/2021 4.75% 885,985 86,172 972,157 - 12/1/2022 4.75% 928,157 44,087 972,244 Total $10,547,958 $4,069,029 $145616,987 - Debt Service Page 313 City of Tigard 2008-2009 Fiscal Year Annual Budget Bancroft Bond-69th Ave. Local Improvement District Annual Debt Service Schedule The 69th Avenue Local Improvement District (LID) was finalized in 2002. This Bancroft Bond was issued to - retire the interim financing used for construction of the LID. The source of revenue for repayment of the bonds are payments on installment contracts executed by benefited property owners. LID assessments are - secured by liens on the benefited property. Amount Issued: $1,307,969 - Issue Date: 6/27/2002 - Original Issue True Interest Rate (TIC): 7.250% Principal Outstanding as of Jul 1, 2008: $785,323 Interest Total Debt Payment Due Rate Principal Due Interest Due Service a 1/1/2009 7.25% 23,100 28,604 51,704 7/1/2009 7.25% 23,900 27,766 51,666 - 1/1/2010 7.25% 24,800 26,900 51,700 - 71112010 7.25% 25,700 26,001 51,701 1/1/2011 7.25% 26,600 25,069 51,669 7/1/2011 7.25% 27,600 24,105 51,705 1/1/2012 7.25% 28,600 23,105 51,705 - 7/1/2012 7.25% 29,600 22,068 51,668 - 1/1/2013 7.25% 30,700 20,995 51,695 7/1/2013 7.25% 31,800 19,882 51,682 1/1/2014 7.25% 33,000 18,729 51,729 7/1/2014 7.25% 34,100 17,533 51,633 - 1/1/2015 7.25% 35,400 16,297 51,697 7/1/2015 7.25% 36,700 15,014 51,714 1/1/2016 7.25% 38,000 13,683 51,683 7/1/2016 7.25% 39,400 12,306 51,706 - 1/1/2017 7.25% 40,800 10,878 51,678 - 7/1/2017 7.25% 42,300 9,399 51,699 1/1/2018 7.25% 43,800. 7,865 51,665 7/1/2018 7.25% 45,400 6,277 51,677 - 1/1/2019 7.25% 47,100 4,632 51,732 - 7/1/2019 7.25% 48,700 2,924 51,624 1/1/2020 7.25% 28,223 1,159 29,382 Total $785,323 $381,190 $1,166,513 Debt Service Page 314 - • City of Tigard • 2008-2009 Fiscal Year Annual Budget • Bancroft Bond-Dartmouth Local Improvement District • Annual Debt Service Schedule • The Dartmouth Local Improvement District was finalized in 1998; however, two property owners had • contested the assessment amounts. In September 2003, the court ruled in favor of the City of Tigard and the • assessments stood. The source of revenue for repayment of the bonds are payments on installment contracts executed by benefited property owners. LID assessments are secured by liens on the benefited property. • • Amount Issued: $1,947,678 • Issue Date: 12/3/2003 - Original Issue True Interest Rate (TIC): 3.900% Principal Outstanding as of Jul 1, 2008: $441,703 • • Interest Total Debt • Payment Due Rate Principal Due Interest Due Service • 11/15/2008 3.90% 36,391 8,613 45,004 • 05/15/2009 3.90% 37,100 7,904 45,004 • 11/15/2009 3.90% 37,824 7,180 45,004 05/15/2010 3.90% 38,561 6,443 45,004 • 11/15/2010 3.90% 39,313 5,691 45,004 • 05/15/2011 3.90% 40,080 4,924 45,004 • 11/15/2011 3.90% 40,862 4,142 45,004 • 05/15/2012 3.90% 41,658 3,346 45,004 - 11/15/2012 3.90% 42,471 2,533 45,004 • 05/15/2013 3.90% 43,300 1,705 45,005 11/15/2013 3.90% 44,143 861 45,004 • Total $441,703 $53,342 $495,045 • • • • • • • • • • • • • • • Debt Service Page 315 • • City of Tigard 2008-2009 Fiscal Year Annual Budget Oregon Economic and Community Development Department Loan-Cook Park Expansion 2002 - Annual Debt Service Schedule - This loan through the Oregon Economic and Community Development Department (OECDD) was - obtained in January 2002 and used to complete a major capital project to expand and improve park facilities at Cook Park. Improvements included a butterfly garden, two picnic shelters, a new - playground, four sports fields, and wetland viewing gazebo. The loan was secured by current and future • park system development charges collected by the City. Amount Issued: $2,290,248 - Issue Date: 1/23/2002 - Original Issue True Interest Rate (TIC): 4.801% Principal Outstanding as of July 1, 2008: $1,012,986 Interest Total Debt - Payment Due Rate Principal Due Interest Due Service • 1/1/2009 4.00% 235,690 42,363 278,053 - 1/1/2010 4.10% 247,318 32,935 280,253 - 1/1/2011 4.25% 259,053 22,795 281,848 1/1/2012 4.35% 270,925 11,785 282,710 Total $1,012,986 $109,878 $1,122,864 Debt Service Page 316 . • • • FUND SUMMARIES • • Fund Summaries Introduction .................................................................................317 • General Funds • • General Fund ...........................................................................................................318 • Enterprise Funds • Sanitary Sewer Fund 322 • Stormwatcr Fund 324 • Water Fund 326 • Water CIP Fund 329 • • Water Quality/ Quantity Fund 3-`3 1 • • \k"ater SDC I" und 333 • • Special Revenue Funds • • Building Fund ...................................................................................................335 • City- Gas Tax Fund ...........................................................................................338 Criminal Forfeiture Fund 740 • • I lectrical Inspection Fund 342 • • Gas 'lax Fund 344 • Insurance Fund .................................................................................................347 • Parks SDC Fund ...............................................................................................349 • Street Maintenance Fund 351 • • 'T'raffic Impact Fee Fund 353 • • • • • J • • FUND SUMMARIES (CONT.) • • Tree Replacement Fund 355 • • Trust Fund ...........................................................................357 Underground Utility Fund ....................................................................................359 • Urban Services Fund .............................................................................................361 • • Urban Services 'T'raffic Impact Fee Fund ............................................................363 ~ • Capital Projects Funds • Facility Fund ..365 • Parks Capital Fund .................368 • I igard Triangle LID #1 Fund .................................................371 • Internal Services Funds • • Central Services Fund ......................................................................................373 • Fleet/Property Management Fund ................................................................376 • • Debt Service Funds • • Bancroft Debt Services Fund .........................................................................379 • • General Obligation Debt Service Fund .........................................................381 • Historical Funds • • Wall Street LID Fund .......................................................................................383 ~ • • • • • • • • • • • City of Tigard 2008-2009 Fiscal Year Annual Budget • Fund Summaries Introduction The following section shows a detailed listing of the resources and requirements for each fund used • by the City. Explanatory narratives are provided for each of the funds. In addition to active funds, the City also shows inactive funds for historical purposes. • In FY 2008-09, the City will use the following funds: Fund Type Fund Name General General Fund • Enterprise Sanitary Sewer Fund Water CIP Fund Stormwater Fund Water Quality/Quantity Fund Water Fund Water SDC • Special Revenue Building Fund Street Maintenance Fee Fund City Gas Tax Fund Traffic Impact Fee Fund Criminal Forfeiture Fund Underground Utility Fund • Electrical Inspection Urban Services Fund • Gas Tax Fund Urban Services /Traffic Impact Insurance Fund Fee Fund Parks SDC Tree Replacement Fund • Trust Fund Debt Service Bancroft Debt Services Fund General Obligation Debt Service Fund • Capital Projects Facilities Fund Parks Capital Fund Tigard Triangle LID # 1 Fund • Internal Service Central Services Fund • Fleet/Property Management Fund • Historical Wall Street LID Fund • Fund Summaries Page 317 City of Tigard 2008-2009 Fiscal Year Annual Budget 100- General Fund • The General Fund is used to account for all revenues and expenditures of a general nature not required to be recorded in another fund. Revenues received from property taxes, fees • and charges for services, franchise fees, fines, interest, revenue from other agencies, and • transfers from other funds. Property taxes make up the largest single source of General Fund revenue. Other agency - revenues include such revenues as Hotel/Motel Tax, Washington County Cooperative • Library Services (WCCLS) distribution, state revenue sharing monies such as liquor and cigarette taxes, 911 telephone taxes, and other state shared revenues. Franchise fees include fees for use of the public right-of-ways paid by private utilities as a percentage of the utility's - gross proceeds collected in the City. In FY 2006-07, the City began charging a franchise fee . to its public utilities, sanitary sewer and water. Current fund revenues are projected in increase by 9.4% in FY 2008-09. The primary - factors contributing to this increase includes additional intergovernmental revenues from - both Tri-Met and Metro to support contracted law enforcement services provided by the City. Also, the Business Tax revenues reflect a full year of the increase implemented in January 2008. This additional revenue supports the funding of a Commercial Crimes Unit in • the Police Department. The projected increase in Traffic Fines is related to the addition of a - Traffic Police Officer in FY 2008-09. There also increases in other fees and charges that are adjusted annually by selected economic indexes. Property tax revenues are based on the City's FY 2007-08 assess value plus the allowable 3% increase in assessed valuation and new - construction. - In FY 2008-09, the City's General Fund will be loaning $380,000 to the City Center Development Agency (CCDA) that will be used to begin implementing task identified in the • development strategy for downtown. The General Fund will also contribute $240,000 - toward the construction of the Canterbury Park. Total program expenditures show an increase 14.2% from FY 2007-08. This increase is due - primarily to an increased staffing in the Police Department as well as the Library. In • addition, a major upgrade of the maintenance management system in Public Works is planned and the cost is included in the Public Works program budget. Capital projects include funding in support of various park projects in the Capital - Improvement Plan. • Fund S„mmanes Page 318 - • a City of Tigard 2008-2009 Fiscal Year Annual Budget 100- General Fund Summary a Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES • Beginning Fund Balance 8,184,460 8,390,366 8,838,290 9,747,795 10,308,127 10,308,127 • Revenues • Property Taxes Current Property Taxes 9,860,529 10,435,114 10,820,778 11,471,766 11,471,766 11,471,766 Prior Year Property Taxes 137,723 192,939 175,000 155,000- 155,000 155,000 Total Property Taxes 9,998,252 10,628,053 10,995,778 11,626,766 11,626,766 11,6261766 Grants Federal Grants 102,481 265,634 255,000 250,000 250,000 250,000 • State Grants 10,868 11,161 31,400 33,286 43,286 43,286 • Total Grants 113,349 276,795 286,400 283,286 293,286 293,286 i Interagency Revenues Cigarette Tax 81,405 83,449 80,000 74,980 74,980 74,980 Liquor Tax 468,275 481,496 500,000 535,000 535,000 535,000 . State Revenue Sharing 336,992 354,403 372,625 371,075 371,075 371,075 911 Emergency Tax 218,447 237,734 200,000 244,000 244,000 244,000 • Intergovernmental Revenue 201,675 251,533 264,506 710,794 710,794 710,794 • Hotel/Motel Tax 361,813 427,676 385,000 385,000 385,000 385,000 WCCLS Revenues 1,100,965 1,260,919 2,196,357 2,507,837 2,507,837 2,507,837 Total Interagency Revenues 2,769,572 3,097,210 3,998,488 4,828,686 4,828,686 4,828,686 Fees and Charges Business License 311,902 256,675 250,000 575,000 575,000 575,000 • Tree Replacement Revenue 25,000 70,000 70,000 70,000 Vehicle Release Fee 27,360 28,413 35,000 30,000 30,000 30,000 • Alarm Permit Fees 39,668 39,605 40,000 40,000 40,000 40,000 • Liquor Permit Fees 2,975 3,235 3,000 3,150 3,150 3,150 Returned Check Fees 81,550 67,015 Lien Search Fees 80,000 65,000 65,000 65,000 • Passport Processing Fees 9,432 67,116 35,000 131,000 131,000 131,000 Passport Photograph Fees 14,540 14,540 14,540 • Copier Receipts 2,330 2,299 2,300 2,300 2,300 2,300 • Facility Reservation Fees 42,850 48,000 48,000 48,000 Miscellaneous Fees & Charges 85,778 120,488 90,000 103,000 103,000 103,000 • Erosion Control Plan Check Fee 652 885 750 500 500 500 CDC Review Fees 16,996 15,082 15,000 15,000 15,000 15,000 Address Fee 16,200 25,530 20,000 15,000 15,000 15,000 • Engineering Public Improvement 400,517 424,946 350,000 275,000 275,000 275,000 Sign Permit Fee 8,372 6,448 8,000 7,000 7,000 7,000 Land Use Application Fee 347,593 387,631 350,000 250,000 250,000 250,000 • Long Range Planning Surcharge 49,197 54,265 50,750 32,000 32,000 32,000 Fee In-Lieu Undergrounding 90,000 90,000 90,000 Fee In-Lieu Bicle Striping 6,700 6,700 6,700 • Bad Debt Expense (131) • Total Fees and Charges 1,400,522 1,499,502 1,397,650 1,773,190 1,773,190 1,773,190 Fines and Forfeitures Traffic Fines 548,618 720,816 662,400 794,000 794,000 794,000 Civil Infractions 65,755 33,397 35,000 35,000 35,000 35,000 • Fund Summaries Page 319 • s City of Tigard 2008-2009 Fiscal Year Annual Budget 100- General Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Library Fines 89,378 94,840 100,000 109,030 109,030 109,030 Total Fines and Forfeitures 703,751 849,053 797,400 938,030 938,030 938,030 • Franchise Fees • Franchise Fees 3,042,188 3,835,008 3,974,545 4,286,183 4,286,183 4,286,183 • Franchise Application Fees • Total Franchise Fees 3,042,188 3,835,008 3,974,545 4,286,183 4,286,183 4,286,183 Interest and Rental Earnings • Investment Earnings 264,500 520,742 302,495 268,435 268,435 268,435 • Facilities Rental Fees 78,264 71,684 33,850 37,715 37,715 37,715 w Total Interest and Rental Earning 342,764 592,426 336,345 306,150 306,150 306,150 • Other Revenues • Miscellaneous Income 12,635 11,550 13,700 14,000 14,000 14,000 i Recovered Expenditures 17,892 30,855 20,000 20,000 20,000 20,000 Cash Over and Short 350 Donations/Gifts 1,000 125 • Other Revenue Total Other Revenues 31,527 42,880 33,700 34,000 34,000 34,000 Total Revenues 18,401,922 20,820,928 21,820,306 24,076,291 24,086,291 24,086,291 - Indirect Charges 1,945,005 2,125,619 832,119 832,119 832,119 • Transfers In Transfer In- TIF Fund 159,138 Transfer In- Gas Tax Fund 1,285,606 1,235,685 1,235,685 1,235,685 • Transfer In- Electrical Insp. 7,041 5,984 5,984 5,984 Transfer In- Building Fund 38,895 Transfer In- Criminal Forfeit 50,000 10,000 10,000 10,000 • Transfer In- Street Maint Fund 50,800 Transfer In- Water Qual/Quant 34,108 Transfer In- Urban Srvc TIF 18,609 • Transfer In- Urban Services Transfer In- Sanitary Sewer 316,611 Transfer In- Stormwater Fund 123,651 - Transfer In- Water Fund 443,083 Transfer In- Parks Capital 422,620 Transfer In- Parks SDC Fund 15,000 • Total Transfers In 2,965,162 1,251,669 1,251,669 1,251,669 - TOTAL RESOURCES 28,531,387 31,336,913 33,623,758 35,907,874 36,478,206 36,478,206 • REQUIREMENTS . Program Expenditures Policy and Legislation 137,423 123,052 159,480 211,188 257,536 257,536 City Administration 226,426 228,845 256,888 388,063 388,063 388,063 Community Development 2,673,696 2,708,094 3,384,611 4,257,631 4,291,631 4,291,631 - Community Services 11,377,116 11,918,361 14,519,170 15,733,524 15,774,124 15,774,124 Public Works 2,273,567 2,383,008 3,084,603 3,742,917 3,749,717 3,749,717 General Government 23,000 30,000 - Fund S urrm=es • Page 320 City of Tigard 2008-2009 Fiscal Year Annual Budget 100- General Fund Summary • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Total Program Expenditures 16,688,228 17,384,360 21,434,752 24,333,323 24,461,071 24,461,071 Indirect Expense Allocations 4,979,639 4,979,639 4,979,639 Loans to CCDA 80,000 380,000 380,000 380,000 Capital Improvement Program 26,887 22,275 590,245 910,845 910,845 • Transfers Out to Other Funds . Transfer Out- Gas Tax Fund Transfer Out- Building Fund 29,264 37,670 38,853 Transfer Out- Tree Replacement 575,000 575,000 • Transfer Out- Facilities Fund 350,000 400,000 400,000 400,000 400,000 Transfer Out- Central Services 2,615,393 2,796,817 3,799,779 Transfer Out- Fleet/Property 809,415 812,774 1,086,825 Transfer Out- Parks Capital 29,272 932,420 Total Transfers Out to Other Funds 3,454,072 4,026,533 6,257,877 400,000 975,000 975,000 • Contingency 574,777 1,000,000 1,000,000 1,000,000 • Total Budget 20,169,190 21,433,167 28,347,406 31,683,210 32,706,558 32,706,558 • Ending Fund Balance 8,362,197 9,903,746 5,276,352 4,224,663 3,771,647 3,771,647 • TOTAL REQUIREMENTS 28,531,387 31,336,913 33,623,758 35,907,874 36,478,206 36,478,206 • Fund Summaries Page 321 s • • City of Tigard • 2008-2009 Fiscal Year Annual Budget 500- Sanitary Sewer Fund • • Clean Water Services (CWS) is a special district within Washington County that provides • sanitary sewer and stormwater treatment. CWS contracts with the City to bill and collect • CWS sewer charges within the city limits of Tigard. In addition, the City maintains sanitary . sewer lines within its jurisdiction on behalf of CWS. • Sewer connection fees are charged to developers and property owners upon connection to • the sewer system. CWS sets the amount of the connection fee each year. The City keeps • approximately 16% of the connection fee and sends the remaining 84% to CWS each month. CWS also sets the monthly sewer service charges. Sewer charges paid by customers are • comprised of a base charge plus a consumption charge, which is based on the customer's • water consumption from the previous winter average period. The City retains only a • percentage of these revenues and the remainder goes to CWS. Each year, CWS readjusts the • percentage that the City retains. Although, CWS has increased sewer rates 3.5% each year • over the last few years, the City has not shared in these increased revenues. The rate increases have been implemented to assist CWS in paying its debt service on construction • bonds. Also, as CWS has readjusted the percentage split, the City has begun to experience a • decline in the amount of revenues it retains even though its customer base has grown. The . City has been working with CWS to separate the rates charged into local and regional components, which should help the City to generate the necessary revenues to maintain, • upgrade, and expand the sewer system within its service area. - The Citywide Sanitary Sewer Extension Program is the most significant capital improvement project budgeted in the amount of $1,200,000 and the goal of this project is to extend sewers • to all developed but un-served residential areas. • • • • • • • • • • • • • • Fund Summaries Page 322 • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 500- Sanitary Sewer Fund Summary Actual Actual Revised Proposed Approved Adopted . 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES • Beginning Fund Balance 8,211,188 10,153,172 7,384,683 9,216,732 9,241,212 9,241,212 • Revenues Fees and Charges Miscellaneous Fees & Charges 8,238 44,998 • Sewer Connection Fees 248,612 190,970 175,000 135,000 • 135,000 135,000 Sewer Revenues 1,316,161 1,259,411 1,310,525 1,323,635 1,323,635 1,323,635 Reimbursement District Revenue 237,159 414,561 150,000 150,000 150,000 150,000 Bad Debt Expense (7,291) (33,167) (10,000) . Total Fees and Charges 1,802,879 1,876,773 1,625,525 1,608,635 1,608,635 1,608,635 . Interest and Rental Earnings • Investment Earnings 197,909 402,195 229,770 219,178 219,178 219,178 • Total Interest and Rental Earning 197,909 402,195 229,770 219,178 219,178 219,178 • Other Revenues Recovered Expenditures 40 Other Revenue Total Other Revenues 40 . Total Revenues 2,000,787 2,279,007 1,855,295 1,827,813 1,827,813 1,827,813 TOTAL RESOURCES 10,211,975 12,432,179 9,239,978 11,044,545 11,069,025 11,069,025 REQUIREMENTS • Program Expenditures • Public Works 559,831 835,000 857,311 739,489 763,969 763,969 • Total Program Expenditures 559,831 835,000 857,311 739,489 763,969 763,969 . Indirect Expense Allocations 304,563 304,563 304,563 . Capital Improvement Program 1,062,664 898,720 2,465,750 1,555,000 1,565,000 1,565,000 • Transfers Out to Other Funds Transfer Out- General Fund 200,637 198,742 316,611 • Transfer Out- Facilities Fund 6,287 2,450 • Transfer Out- Central Services 176,870 148,992 363,215 Transfer Out- Fleet/Property 36,472 40,607 55,442 Total Transfers Out to Other Funds 420,266 388,341 737,718 Contingency 600,000 370,000 370,000 370,000 Total Budget 2,042,760 2,122,061 4,660,779 2,969,052 3,003,532 3,003,532 • Ending Fund Balance 8,169,214 10,310,117 4,579,199 8,075,492 8,065,492 8,065,492 • TOTAL REQUIREMENTS 10,211,975 12,432,179 9,239,978 11,044,545 11,069,025 11,069,025 • Fund Summaries Page 323 • • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 510- Stormwater Fund • Clean Water Services (CWS) is a special district within Washington County that • provides sanitary sewer and stormwater treatment and sets all fees related to these • services. CWS contracts with the City to bill and collect the stormwater charge within • the city limits of Tigard and to provide stormwater system maintenance within this area. Funds collected are used for the operation, maintenance, repair, and upgrade of • the stormwater facilities. • The City imposed a $1.00 per month fee in FY 2007-08 for stormwater service to help • generate the revenue necessary to operate and maintain the system as well as construct • capital projects. This is partly necessary due to CWS not increasing the stormwater fee • in over seven years. The City plans to impose another $1.00 per month fee in FY • 2009-10 to further help with revenue generation. • Capital projects are budgeted that address erosion control problems, stream bank • stabilization, and storm drain improvements. • • • • • • • • • • • • • • • • • • • Fund Summaries Page 324 • • • • • City of Tigard 2008-2009 Fiscal Year Annual Budget • 510- Stormwater Fund Summary Actual Actual Revised Proposed Approved Adopted . 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 982,023 1,729,365 484,900 1,620,768 1,669,368 1,669,368 • Revenues • Fees and Charges Miscellaneous Fees & Charges 1,593 5,718 • Stormwater Revenues 1,139,899 1,163,140 1,524,842 1,589,70.0• 1,589,700 1,589,700 . Bad Debt Expense (1,524) (5,248) (3,000) • Total Fees and Charges 1,139,968 1,163,610 1,521,842 1,589,700 1,589,700 1,589,700 • Interest and Rental Earnings . Investment Earnings 20,292 28,096 15,400 15,500 15,500 15,500 Total Interest and Rental Earning 20,292 28,096 15,400 15,500 15,500 15,500 • Total Revenues 1,160,259 1,191,706 1,537,242 1,605,200 1,605,200 1,605,200 • TOTAL RESOURCES 2,142,282 2,921,071 2,022,142 3,225,968 3,274,568 3,274,568 • REQUIREMENTS Program Expenditures Public Works 762,114 925,451 851,021 1,175,039 1,188,639 1,188,639 Total Program Expenditures 762,114 925,451 851,021. 1,175,039 1,188,639 1,188,639 Indirect Expense Allocations 417,344 417,344 417,344 Capital Improvement Program 295,537 229,580 372,000 650,000 685,000 685,000 • Transfers Out to Other Funds • Transfer Out- General Fund 77,035 97,200 123,651 Transfer Out- Facilities Fund 6,753 2,150 Transfer Out- Central Services 140,196 136,989 225,138 • Transfer Out- Fleet/Property 37,183 33,280 42,635 . Total Transfers Out to Other Funds 261,167 267,469 393,574 . Contingency 175,000 300,000 300,000 300,000 . Total Budget 1,318,816 1,422,500 1,791,595 2,542,381 2,590,981 2,590,981 . Ending Fund Balance 823,466 1,498,571 230,547 683,586 683,586 683,586 • TOTAL REQUIREMENTS 2,142,282 2,921,071 2,022,142 3,225,968 3,274,568 3,274,568 • Fund Summaries Page 325 City of Tigard 2008-2009 Fiscal Year Annual Budget 530- Water Fund . The City of Tigard manages the operation of the Tigard water system through intergovernmental agreements with the cities of King City and Durham and the Tigard i Water District. This fund is the primary operating fund of the water system and accounts • for all costs related to the water operation. The fund also accounts for ongoing maintenance projects and routine capital improvement projects. A three-year annual water rate increase of 7% that was approved by City Council is set to • expire October 2008. Beginning in FY 2008-09, a four year annual water rate increase of 7% will be implemented. In FY 2005-06, the City transferred the Water Fund's excess fund balance to the Water CIP • Fund. This was done in preparation of the City obtaining a permanent water source. The City will continue to transfer excess fund balance over $1 million from the Water Fund to the Water CIP Fund in the future. • In FY 2006-07, the City began charging a 5% franchise fee to the Water Fund for use of the City's rights-of-way. This franchise fee reduces the amount of water sales revenues retained in the Water Fund. • The primary projects in Capital Improvements are meter installations and replacements, • service line replacements, telemetry upgrade, and various other water supply and distribution projects. • Fund Sun ma*+es Page 326 • • w City of Tigard 2008-2009 Fiscal Year Annual Budget • 530- Water Fund Summary • Actual Actual Revised Proposed Approved Adopted . 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES . Beginning Fund Balance 7,457,673 1,374,887 1,708,846 2,788,126 2,812,606 2,812,606 • Revenues • Property Taxes Prior Year Property Taxes Total Property Taxes Fees and Charges Alarm Permit Fees 30,950 37,241 Liquor Permit Fees 2,440 2,160 SDC Reimbursement 355,017 223,874 200,000 200,000 200,000 200,000 Developer Overhead 187,447 71,152 75,000 75,000 75,000 75,000 . Engineering Overhead 37,489 14,230 15,500 15,000 15,000 15,000 Fire Service Reimbursement 4,200 5,600 4,200 4,500 4,500 4,500 Miscellaneous Fees & Charges 18,543 17,279 10,000 8,500 8,500 8,500 • Water Sales-Metered 6,562,488 7,007,986 6,630,450 7,857,494 7,857,494 7,857,494 Water Sales-Other 33,220 32,041 35,000 38,250 38,250 38,250 Leaks/Misreads Credits (17,626) (23,289) (15,000) (15,000) (15,000) (15,000) Meter Sales 155,331 110,906 100,000 75,000 75,000 75,000 Stormwater Revenues • Bad Debt Expense (11,098) (191392) (10,500) . Total Fees and Charges 7,358,401 7,479,788 7,044,650 8,258,744 8,258,744 8,258,744 • Interest and Rental Earnings • Investment Earnings 65,201 133,290 54,000 41,100 41,100 41,100 Facilities Rental Fees 34,761 42,073 32,000 35,000 35,000 35,000 Total Interest and Rental Earning 99,962 175,363 86,000 76,100 76,100 76,100 • Other Revenues Other Revenue 6,017 32,500 Total Other Revenues 6,017 32,500 Total Revenues 7,464,380 7,655,151 7,163,150 8,334,844 8,334,844 8,334,844 TOTAL RESOURCES 14,922,053 9,030,038 8,871,996 11,122,969 11,147,450 11,147,450 • REQUIREMENTS Program Expenditures • Public Works 5,306,736 4,521,476 5,673,872 6,094,783 6,119,263 6,119,263 • Total Program Expenditures 5,306,736 4,521,476 5,673,872 6,094,783 6,119,263 6,119,263 . Indirect Expense Allocations 1,419,653 1,419,653 1,419,653 • Capital Improvement Program 649,677 583,727 816,250 476,700 476,700 476,700 • Transfers Out to Other Funds Transfer Out- General Fund 311,920 400,674 443,083 Transfer Out- Facilities Fund 10,246 5,510 • Transfer Out- Central Services 720,594 775,118 1,030,793 Transfer Out- Fleet/Property 90,920 93,871 123,844 Transfer Out- Water CIP Fund 5,600,000 • Fund Sunm=es Page 327 w • w City of Tigard 2008-2009 Fiscal Year Annual Budget 530- Water Fund Summary w Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 w Total Transfers Out to Other Funds 6,733,680 1,269,663 1,603,230 • • Contingency 700,000 Total Budget 12,690,093 6,374,866 8,793,352 7,991,134 8,015,614 8,015,614 • Ending Fund Balance 2,231,959 2,655,171 78,644 3,131,834 3,131,835 3,131,835 TOTAL REQUIREMENTS 14,922,053 9,030,038 8,871,996 11,122,969 11,147,450 11,147,450 . • • • • i i 1 1 1 1 1 1 1 I I Fund Sums-nane5 Page 328 ' City of Tigard 2008-2009 Fiscal Year Annual Budget . 860- Water CIP Fund . The Water CIP Fund accounts for major capital projects of the Water System. Fund resources consist of periodic transfers from the Water fund and interest earnings on fund balance. • For FY 2008-09, projects include Burnham Street Reconstruction, replacement and upgrade • of a pump station in Bull Mountain, extension of a water line on Ash Ave., reservoir seismic upgrades, construction of a new reservoir on Bull Mountain, expansion of the aquifer storage and recovery well system, projects related to the long-term water supply solution, • and other miscellaneous smaller projects. . Fund Summaries Page 329 • City of Tigard 2008-2009 Fiscal Year Annual Budget 860- Water CIP Fund Summary • Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES . Beginning Fund Balance 2,953,721 9,586,685 5,919,825 2,511,910 2,511,910 2,511,910 • Revenues . Fees and Charges . System Development Charges 558,360 351,120 357,000 250,000 250,000 250,000 • Reimbursement District Revenue Total Fees and Charges 558,360 351,120 357,000 250,000 250,000 250,000 Interest and Rental Earnings Investment Earnings 210,514 339,900 192,390 220,000 220,000 220,000 • Total Interest and Rental Earning 210,514 339,900 192,390 220,000 220,000 220,000 • Other Revenues • Recovered Expenditures 1,710 . Other Revenue 1,000,000 18,000,000 18,000,000 18,000,000 Total Other Revenues 1,710 1,000,000 18,000,000 18,000,000 18,000,000 Total Revenues 770,584 691,020 1,549,390 18,470,000 18,470,000 18,470,000 • Indirect Charges 6,500,000 780,000 • Transfers In - Transfer In- Water Fund Transfer In- Water SDC 950,000 Total Transfers In 950,000 • TOTAL RESOURCES 10,224,305 11,057,704 8,419,215 20,981,910 20,981,910 20,981,910 • REQUIREMENTS Program Expenditures • Total Program Expenditures • Capital Improvement Program 1,282,533 4,308,565 6,235,000 10,541,579 10,541,579 10,541,579 • Transfers Out to Other Funds • Total Transfers Out to Other Funds • Contingency 135,250 1,581,150 1,581,150 1,581,150 Total Budget 1,282,533 4,308,564 6,370,250 12,122,729 12,122,729 12,122,729 • Ending Fund Balance 8,941,772 6,749,140 2,048,965 8,859,181 8,859,181 8,859,181 • TOTAL REQUIREMENTS 10,224,305 11,057,704 8,419,215 20,981,910 20,981,910 20,981,910 Fund Summaries Page 330 • • City of Tigard 2008-2009 Fiscal Year Annual Budget • 840- Water Quality/ Quantity Fund This is a subsidiary fund of the Stormwater Fund. The City charges Water Quality/Quantity . fees, which are established by Clean Water Services (CWS), on certain development activities . in the City. Revenues collected are used to fund offsite stormwater system improvements and capacity improvements to the stormwater system. . Fund revenues fluctuate as they are directly related to development. Some developers are choosing to build their own on-site stormwater detention facilities instead of paying the fees. I'I • Funds are included to implement CWS mandated Healthy Streams Program projects, construction of a regional detention facility, and for culvert replacements. A Fund Summaries Page 331 • • • City of Tigard 2008-2009 Fiscal Year Annual Budget 840- Water Quality/Quantity Fund Summary • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES • Beginning Fund Balance 2,023,630 2,100,829 1,963,900 1,972,842 1,972,842 1,9729842 Revenues • Fees and Charges Charges In-Lieu of Assessments 2,312 35,000 Fee In-Lieu Water Quantity 34,375 26,706 29,000- 29,000 29,000 • Fee In-Lieu Water Quality 2,250 3,375 3,500 3,500 3,500 • Total Fees and Charges 36,625 32,393 35,000 32,500 32,500 32,500 Interest and Rental Earnings Investment Earnings 48,538 96,811 60,380 51,250 51,250 51,250 . Total Interest and Rental Earning 48,538 96,811 60,380 51,250 51,250 51,250 Total Revenues 85,163 129,204 95,380 83,750 83,750 83,750 TOTAL RESOURCES 2,108,792 2,230,033 2,059,280 2,056,591 2,056,592 2,056,592 • REQUIREMENTS . Program Expenditures • Total Program Expenditures • Indirect Expense Allocations 25,736 25,736 25,736 • Capital Improvement Program 121,385 16,799 585,000 640,000 640,000 640,000 Transfers Out to Other Funds • Transfer Out- General Fund 345 14,235 34,108 • Transfer Out- Central Services 442 306 9,663 • Transfer Out- Fleet/Property 8 5 975 Transfer Out- Parks Capital 11,101 • Total Transfers Out to Other Funds 795 25,647 44,746 . Contingency 90,000 100,000 100,000 100,000 Total Budget 122,179 42,445 719,746 765,736 765,736 765,736 Ending Fund Balance 1,986,612 2,187,587 1,339,534 1,290,855 1,2909856 1,290,856 • TOTAL REQUIREMENTS 2,108,792 2,230,033 2,059,280 2,056,591 2,056,592 2,056,592 w • • • • • • • • Fund Su** nuns Page 332 • • • • • City of Tigard 2008-2009 Fiscal Year Annual Budget 850- Water SDC Fund • The Water SDC Fund is a subsidiary of the Water Fund. Water system development charges • (SDCs) are charged when new water meters are sold and installed. The total amount charged for • each meter includes a portion of future capacity-increasing projects, a portion for the cost of the meter, and a portion charges as an SDC reimbursement in the Water Fund. This fund accounts for the capacity-related funds and may only be spent on capacity-related projects. • Water SDCs were last updated in July 2000 based upon a water rate study. It is anticipated the water rate study and SDC will be updated once the City secures a long term water supply and the • corresponding capital project costs are known. • Fund revenues fluctuate as they are directly related to development and the purchase of new water meters. Expenditures vary from year to year based on projects planned. • • For FY 2008-09 capital projects are included that would extend and upsize water lines on an as S needed basis. • • • • • • • • • • • • • • • • • • • • . Fund S„mmanes Page 333 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 850- Water SDC Fund Summary • Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 1,949,968 1,070,299 968,841 1,618 1,618 1,618 Revenues Fees and Charges System Development Charges 687,550 318,098 350,000 250,000 250,000 250,000 . Total Fees and Charges 687,550 318,098 350,000 250,000 250,000 250,000 Interest and Rental Earnings Investment Earnings 37,550 50,060 31,480 4,000 4,000 4,000 • Total Interest and Rental Earning 37,550 50,060 31,480 4,000 4,000 4,000 Total Revenues 725,100 368,157 381,480 254,000 254,000 254,000 TOTAL RESOURCES 2,675,068 1,438,457 1,350,321 255,618 255,618 255,618 REQUIREMENTS • Program Expenditures Total Program Expenditures • Capital Improvement Program 218,940 171,839 247,000 165,000 165,000 165,000 • Transfers Out to Other Funds Transfer Out- Water CIP Fund 900,000 780,000 950,000 • Total Transfers Out to Other Funds 900,000 780,000 950,000 • Contingency 37,000 • Total Budget 1,118,939 951,839 1,234,000 165,000 165,000 165,000 S Ending Fund Balance 1,556,128 486,618 116,321 90,618 90,618 90,618 TOTAL REQUIREMENTS 2,675,068 1,438,457 1,350,321 255,618 255,618 255,618 Fund Summaries Page 334 w City of Tigard S 2008-2009 Fiscal Year Annual Budget • 245- Building Fund The Building Fund is used to track building permit revenues and expenditures. All • expenditures related to the City's Building Inspection Division are budgeted in this fund. This division is responsible for reviewing plans, issuing permits, and inspection of construction to ascertain compliance with the State of Oregon specialty codes. The specialty code includes building, plumbing, mechanical, and electrical codes and other rules and • statutes. The Building Inspection Division also enforces other requirements of the Tigard • Municipal Code, Community Development Codes, and ordinances, including the Housing Code. . The building fees in this fund are dedicated to supporting the Building Inspection Division • and related administrative expenses. The amount of a building related fee is set following the guidelines in ORS 455.210 and OAR 918-020-0220. Revenue estimates are based on the projections of construction activity in both the commercial and residential sectors. • Since all the expenditures for the Building Inspection Division are budgeted in this fund, transfers are made from the Electrical Inspection Fund and the General Fund to support those activities. Transfers are made based upon the projected level of activity in those areas. Due to the current economic climate, building activity has begun to slow. As a result, permit revenues for FY 2008-09 are down 20-24% from the prior year. I~ r s • Fund Sun unanes Page 335 • City of Tigard 2008-2009 Fiscal Year Annual Budget 245- Building Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES . Beginning Fund Balance 1,810,168 1,739,248 1,648,250 1,492,951 1,499,751 1,499,751 Revenues • Fees and Charges Miscellaneous Fees & Charges 11,929 17,905 1,500 2,400 2,400 2,400 Plumbing Permits 202,011 177,292 188,700 117,865. 117,865 117,865 Mechanical Permits 205,955 141,001 122,250 119,688 119,688 119,688 S Building Permits 638,620 613,468 671,572 652,000 652,000 652,000 Metro Construction Excise 5% 4,559 2,000 2,000 2,000 2,000 • Building Plan Check Fee 321,516 375,587 436,522 423,800 423,800 423,800 Erosion Control Plan Check Fee 10,680 10,319 10,000 6,100 6,100 6,100 Fire Life Safety Plan Chck Fee 79,813 92,814 100,100 90,000 90,000 90,000 • Plumbing Plan Check Fee 13,937 6,487 8,670 5,131 5,131 5,131 Mechanical Plan Check Fee 30,310 13,470 18,000 16,000 16,000 16,000 CDC Review Fees 4,604 1,448 4,558 2,800 2,800 2,800 Sewer Inspection Fee 9,315 9,845 10,200 5,685 5,685 5,685 Reimbursement District Revenue Total Fees and Charges 1,528,690 1,464,195 1,574,072 1,443,469 1,443,469 1,443,469 Interest and Rental Earnings Investment Earnings 45,646 82,276 50,000 40,000 40,000 40,000 . Total Interest and Rental Earning 45,646 82,276 50,000 40,000 40,000 40,000 i Other Revenues . Recovered Expenditures (750) 500 500 500 500 500 • Total Other Revenues (750) 500 500 500 500 500 • Total Revenues 1,573,585 1,546,969 1,624,572 1,483,969 1,483,969 1,483,969 Indirect Charges 360,547 386,546 • Transfers In . Transfer In- General Fund 38,853 • Transfer In- Electrical Insp. 274,290 173,542 173,542 173,542 Transfer In- Urban Services . Total Transfers In 313,143 173,542 173,542 173,542 TOTAL RESOURCES 3,744,300 3,672,762 3,585,965 3,150,462 3,157,262 3,157,262 i REQUIREMENTS Program Expenditures Community Development 1,615,923 1,594,084 1,822,523 1,977,227 1,984,027 1,984,027 Total Program Expenditures 1,615,923 1,594,084 1,822,523 1,977,227 1,984,027 1,984,027 Indirect Expense Allocations 636,907 636,907 636,907 Capital Improvement Program Transfers Out to Other Funds Transfer Out- General Fund 100,442 84,626 38,895 Transfer Out- Facilities Fund 3,350 • Transfer Out- Central Services 252,637 254,230 436,760 Transfer Out- Fleet/Property 36,050 41,157 55,548 Fund Summaries Page 336 • 41 City of Tigard • 2008-2009 Fiscal Year Annual Budget 245- Building Fund Summary Actual Actual Revised Proposed Approved Adopted . 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Total Transfers Out to Other Funds 389,129 380,013 534,553 • Contingency 350,000 390,000 390,000 390,000 Total Budget 2,005,053 1,974,096 2,707,076 3,004,132 3,010,932 3,010,932 Ending Fund Balance 1,739,247 1,698,666 878,889 146,329 146,329 146,329 TOTAL REQUIREMENTS 3,744,300 3,672,762 3,585,965 3,150,462 3,157,262 3,157,262 • • • • i • • • • • w • • • r • w • • • • • • • i . Fund Summaries Page 337 • City of Tigard 2008-2009 Fiscal Year Annual Budget 825- City Gas Tax Fund This fund is used to account for revenues generated from Tigard's local gas tax. The tax was developed by a citizen task force who recommended it as a way to fund improvements to the Greenburg Rd./99W/Main St. intersection and was approved by the Tigard City Council • in December 2006. All proceeds generated are dedicated to this one project, and the tax will automatically cease once $5 million is raised or December 31, 2011, whichever comes fitst. r r 1 M i 1 1 1 1 1 1 1 1 1 1 1 I Fund S»*~** a* es Page 338 I City of Tigard 2008-2009 Fiscal Year Annual Budget 825- City Gas Tax Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 . RESOURCES Beginning Fund Balance 381,250 381,250 381,250 Revenues Interagency Revenues State Gas Tax 900,000 710,000 710,000 710,000 Total Interagency Revenues 900,000 710,000' 710,000 710,000 Fees and Charges Reimbursement District Revenue 100,000 Total Fees and Charges 100,000 S Interest and Rental Earnings i Investment Earnings 15,000 58,750 58,750 58,750 . Total Interest and Rental Earning 15,000 58,750 58,750 58,750 . Total Revenues 1,015,000 768,750 768,750 768,750 ! Transfers In Transfer In- Gas Tax Fund 100,000 Total Transfers In 100,000 TOTAL RESOURCES 1,115,000 1,150,000 1,150,000 1,150,000 REQUIREMENTS Program Expenditures Total Program Expenditures • Capital Improvement Program 500,000 1,150,000 1,150,000 1,150,000 Transfers Out to Other Funds Total Transfers Out to Other Funds r Contingency 75,000 Total Budget 575,000 1,150,000 1,150,000 1,150,000 0 Ending Fund Balance 540,000 . TOTAL REQUIREMENTS 1,115,000 1,150,000 1,150,000 1,150,000 s • • • s s s s Fund Summaries Page 339 • • • City of Tigard 2008-2009 Fiscal Year Annual Budget 235- Criminal Forfeiture Fund • Revenues in the Criminal Forfeiture Fund are received from seizure of assets used in • criminal activity. The passage of Ballot Measure 3 by voters in November, 2000, which limited the ability of police agencies to seize assets, was ruled unconstitutionaL Therefore, in Fiscal Year 2004-05, the City began establishing appropriations in this fund again and allowing transfers to the General Fund on an as needed basis and used in the Police • Department for allowable police and drug enforcement activities. . • i • • • • • • • • • • r • • • • • • • • • • • • i Fund Summanes Page 340 • I~ • • City of Tigard 2008-2009 Fiscal Year Annual Budget 235- Criminal Forfeiture Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 63,031 64,228 51,675 8,435 8,435 8,435 • Revenues Interest and Rental Earnings Investment Earnings 1,529 2,533 1,680 1,517 1,517 1,517 • Facilities Rental Fees 5,000 5,000• 5,000 5,000 S Total Interest and Rental Earning 1,529 2,533 6,680 6,517 6,517 6,517 • Total Revenues 1,528 2,532 6,680 6,517 6,517 6,517 Indirect Charges TOTAL RESOURCES 64,560 66,760 58,355 14,952 14,952 14,952 REQUIREMENTS • Program Expenditures . Total Program Expenditures Transfers Out to Other Funds . Transfer Out- General Fund 332 15,004 50,000 10,000 10,000 10,000 . Total Transfers Out to Other Funds 332 15,004 50,000 10,000 10,000 10,000 Contingency • Total Budget 332 15,004 50,000 10,000 10,000 10,000 Ending Fund Balance 64,227 51,756 8,355 4,952 4,952 4,952 TOTAL REQUIREMENTS 64,560 66,760 58,355 14,952 14,952 14,952 • • r • w • • • • • • • • • • Fund Summaries Page 341 • City of Tigard 2008-2009 Fiscal Year Annual Budget 220- Electrical Inspection Fund • r The Electrical Inspection program is funded from revenues from electrical permits and plan S check fees. The fees are established by single or multi-family dwelling unit or by type of service and are established following the guidelines in ORS 455.210 and OAR 918-020-0220. These guidelines specify that the fees charged are necessary and set at a level to reasonably recover costs. Funds are used to support electrical inspection activity and associated costs in the Building • Inspection Division of the Community Development Department. • In FY 2008-09, the projection for permit fee revenues is lower than in previous years based . on the downturn in new housing starts. r r Fund Summaries Page 342 • City of Tigard 2008-2009 Fiscal Year Annual Budget 220- Electrical Inspection Fund Summary • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES • Beginning Fund Balance 266,043 278,806 206,743 88,187 88,187 88,187 Revenues Fees and Charges Electrical Permits 270,900 231,570 257,480 201,055 201,055 201,055 Electrical Plan Check Fee 15,085 5,456 8,975 6,218 ' 6,218 6,218 Total Fees and Charges 285,985 237,026 266,455 207,273 207,273 207,273 Interest and Rental Earnings Investment Earnings 7,043 12,279 6,700 3,750 3,750 3,750 • Total Interest and Rental Earning 7,043 12,279 6,700 3,750 3,750 3,750 Total Revenues 293,028 249,304 273,155 211,023 211,023 211,023 TOTAL RESOURCES 559,071 528,110 479,898 299,210 299,210 299,210 REQUIREMENTS . Program Expenditures Total Program Expenditures Capital Improvement Program Transfers Out to Other Funds Transfer Out- General Fund 17,206 15,237 7,041 5,984 5,984 5,984 Transfer Out- Building Fund 215,197 224,196 274,290 173,542 173,542 173,542 . Transfer Out- Central Services 41,684 42,597 95,052 Transfer Out- Fleet/Property 6,179 7,410 9,600 • Total Transfers Out to Other Funds 280,266 289,440 385,983 179,526 179,526 179,526 Contingency 57,500 26,900 26,900 26,900 Total Budget 280,265 289,440 443,483 206,426 206,426 206,426 Ending Fund Balance 278,806 238,670 36,415 92,784 92,784 92,784 TOTAL REQUIREMENTS 559,071 528,110 479,898 299,210 299,210 299,210 Fund Summaries Page 343 City of Tigard 2008-2009 Fiscal Year Annual Budget 200- Gas Tax Fund • This fund records shared revenues from State and County taxes on sale and use 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. State gasoline tax and vehicle registration fees are shared with cities and counties throughout the State using a formula set by the legislature. State gas tax rates have not increased in some time and projections for FY 2008-09 does represent a slight increase from the current fiscal year. . Washington County collects one cent 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. Funds are budgeted for the Street Lights and Signals program and the street maintenance program operated by Public Works. In addition, the Capital Improvement Program includes various street improvement projects that are outlined in the City's Five Year Capital Improvement Plan. Some of these projects are part of the downtown revitalization effort currently underway. In FY 2008-09, a transfer of $115,500 will be made from the Tigard Triangle LID #1 Fund . to the Gas Tax Fund for repayment of funds used to conduct the pre-design of the local . improvement district. The budget also anticipates the short-term borrowing of $1,130,000 in order to complete the Burnham Street Reconstruction project in a timely manner. Fund Sun rt=es Page 344 City of Tigard 2008-2009 Fiscal Year Annual Budget 200- Gas Tax Fund Summary • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 1,979,158 2,719,998 2,310,889 1,871,899 1,884,139 1,884,139 i Revenues . Grants Federal Grants 136,725 91,300 255,730 255,730 255,730 State Grants 270,566' 270,566 270,566 • Total Grants 136,725 91,300 526,296 526,296 526,296 Interagency Revenues . State Gas Tax 2,382,666 2,459,498 2,253,000 2,213,500 2,213,500 2,213,500 • County Gas Tax 208,500 Total Interagency Revenues 2,382,666 2,459,498 2,461,500 2,213,500 2,213,500 2,213,500 . Fees and Charges Miscellaneous Fees & Charges 3,000 Street Lighting Fees 14,129 13,526 13,000 13,000 13,000 13,000 . Fee In-Lieu Undergrounding 10,000 10,000 10,000 10,000 Fee In-Lieu Bicle Striping 19,327 14,796 Reimbursement District Revenue • Total Fees and Charges 33,456 31,322 23,000 23,000 23,000 23,000 Interest and Rental Earnings Investment Earnings 71,287 152,252 71,850 36,000 36,000 36,000 • Total Interest and Rental Earning 71,287 152,252 71,850 36,000 36,000 36,000 Other Revenues • Other Revenue 15,762 1,130,000 1,130,000 1,130,000 Total Other Revenues 15,762 1,130,000 1,130,000 1,130,000 Total Revenues 2,503,170 2,779,797 2,647,650 3,928,796 3,928,796 3,928,796 Transfers In Transfer In- Tigard Tri. #1 155,500 155,500 155,500 Transfer In- Underground Util 25,000 Total Transfers In 25,000 155,500 155,500 155,500 TOTAL RESOURCES 4,482,328 5,499,795 4,983,539 5,956,194 5,968,435 5,968,435 REQUIREMENTS Program Expenditures • Community Development 419,815 470,605 472,000 520,025 532,265 532,265 • Total Program Expenditures 419,815 470,605 472,000 520,025 532,265 532,265 Indirect Expense Allocations 180,445 180,445 180,445 Loans to CCDA 362,500 • Capital Improvement Program 306,656 1,389,781 848,412 3,357,296 3,357,296 3,357,296 Transfers Out to Other Funds Transfer Out- General Fund 816,504 888,645 1,285,606 1,235,685 1,235,685 1,235,685 Transfer Out- Facilities Fund 3,050 . Fund Summaries Page 345 • • City of Tigard 2008-2009 Fiscal Year Annual Budget • 200- Gas Tax Fund Summary Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Transfer Out- Central Services 150,562 154,313 253,860 • Transfer Out- Fleet/Property 43,794 43,825 55,891 Transfer Out- Parks Capital 25,000 Transfer Out- Parks SDC Transfer Out- City Gas Tax • Total Transfers Out to Other Funds 1,035,860 1,086,783 1,598,407 1,235,685 1,235,685 1,235,685 Contingency 404,088 640,000 640,000 640,000 Total Budget 1,762,330 2,947,168 3,685,407 5,933,450 5,945,690 5,9451690 Ending Fund Balance 2,719,997 2,552,626 1,298,132 22,743 22,744 22,744 TOTAL REQUIREMENTS 4,482,328 5,499,795 4,983,539 5,956,194 5,968,435 5,968,435 . • • • • • • • • • • • • • • • • • • • • • • • • • Fund Summaries Page 346 • • • • • City of Tigard 2008-2009 Fiscal Year Annual Budget 240- Insurance Fund • • This fund is used to record the refund of worker's compensation costs and other insurance related revenues from prior years. Funds will eventually be used to self-insure portions of . the City's liabilities. • • • • • • • • • • • • • • • • • • • • • • • • • • Fund Summaries Page 347 • • City of Tigard • 2008-2009 Fiscal Year Annual Budget 240- Insurance Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 596,576 618,504 668,500 749,997 749,997 749,997 w Revenues Interest and Rental Earnings Investment Earnings 15,170 31,082 21,600 23,350 23,350 23,350 Total Interest and Rental Earning 15,170 31,082 21,600 23,350 23,350 23,350 . Other Revenues • Recovered Expenditures 6,758 5,411 25,000 30,000 30,000 30,000 Total Other Revenues 6,758 5,411 25,000 30,000 30,000 30,000 Total Revenues 21,928 36,492 46,600 53,350 53,350 53,350 TOTAL RESOURCES 618,504 654,997 715,100 803,347 803,347 803,347 REQUIREMENTS Program Expenditures . Total Program Expenditures Transfers Out to Other Funds . Total Transfers Out to Other Funds , Contingency Total Budget ' Ending Fund Balance 618,504 654,997 715,100 803,347 803,347 803,347 TOTAL REQUIREMENTS 618,504 654,997 715,100 803,347 803,347 803,347 , 1 1 1 Fund Sununmes Page 348 I • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget 820- Parks SDC Fund r • This fund was established to track the revenues associated with the collection of Parks System Development Charges (SDCs). Parks SDCs are charged when a building permit is . issued for any new residential, multi-family, or commercial construction, additions, alterations, or change in use. Funds collected are used to fund the acquisition, development, • and expansion of additional recreational spaces and facilities that are included in the City's Park Master Plan. • • • • • • • • • • • • • • • • • • • • • Fund S»**umnes Page 349 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 820- Parks SDC Fund Summary . Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 2,792,703 2,765,399 1,802,715 1,802,715 1,802,715 Revenues Fees and Charges w System Development Charges 1,249,686 950,666 1,000,000 800,000 800,000 800,000 . Total Fees and Charges 1,249,686 950,666 1,000,000 800,000- 800,000 800,000 • Interest and Rental Earnings Investment Earnings 46,973 150,530 86,625 57,586 57,586 57,586 Total Interest and Rental Earning 46,973 150,530 86,625 57,586 57,586 57,586 Total Revenues 1,296,658 1,101,196 1,086,625 857,586 857,586 857,586 • Indirect Charges 1,900,000 TOTAL RESOURCES 3,196,658 3,893,899 3,852,024 2,660,301 2,660,301 2,660,301 • REQUIREMENTS • Program Expenditures Total Program Expenditures Capital Improvement Program 1,612,985 1,704,885 1,704,885 Transfers Out to Other Funds Transfer Out- General Fund 15,000 Transfer Out- Parks Capital 403,956 486,562 2,206,697 . Total Transfers Out to Other Funds 403,956 486,562 2,221,697 Contingency • Total Budget 403,956 486,561 2,221,697 1,612,985 1,704,885 1,704,885 Ending Fund Balance 2,792,702 3,407,337 1,630,327 1,047,316 955,416 955,416 TOTAL REQUIREMENTS 3,196,658 3,893,899 3,852,024 2,660,301 2,660,301 2,660,301 • Fund Surnmanes Page 350 • • • City of Tigard 2008-2009 Fiscal Year Annual Budget • 835- Street Maintenance Fee Fund The Street Maintenance Fee Fund was established to track the revenues and expenditures for the Street Maintenance Fee that was approved through Ordinance No. 03-10 by the City Council on November 18, 2003. Both businesses and residences pay this fee. For single and multi-family units, the fee is $2.18 per unit per month. Non-residential customers pay $0.78 per parking space. Gasoline stations pay $0.78 per fueling pump station. The rates are . established using the City's 5-year maintenance and reconstruction plan for corrective and preventative maintenance of the City's street infrastructure. This fee provides a stable source of revenue designated for use in the maintenance of • existing streets. This includes applying new street surfaces such as slurry seals, pavement overlays, and repairing deteriorating streets. • Under the Tigard Municipal Code, the program will be reviewed after three years and the . rates would be re-established based on the annual average cost of an updated 5-year plan. . The first three year review occurred in the spring of 2008. While it is probable that rates will be adjusted, the budgeted revenues do not include any rate changes as they were not known • at the time the budget was created. • • • • • • • • • • • • • • • i • Fund Su**unines Page 351 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 835- Street Maintenance Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 437,195 439,421 217,077 179,394 179,394 179,394 Revenues Fees and Charges Street Maintenance Fee 849,751 859,360 800,000 800,000 800,000 800,000 Miscellaneous Fees & Charges 1,779 Leaks/Misreads Credits (2,000) (2,000) (2,000) Bad Debt Expense (931) (3,735) (2,000) Total Fees and Charges 850,599 855,625 798,000 798,000 798,000 798,000 Interest and Rental Earnings . Investment Earnings 12,912 6,767 7,000 Total Interest and Rental Earning 12,912 6,767 7,000 Other Revenues Recovered Expenditures 500 Total Other Revenues 500 Total Revenues 863,511 862,892 805,000 798,000 798,000 798,000 , TOTAL RESOURCES 1,300,706 1,302,313 1,022,077 977,393 977,394 977,394 i REQUIREMENTS , Program Expenditures Total Program Expenditures , Indirect Expense Allocations 39,799 39,799 39,799 1 Capital Improvement Program 743,229 928,223 800,000 810,511 810,511 810,511 Transfers Out to Other Funds ' Transfer Out- General Fund 19,826 46,582 50,800 Transfer Out- Central Services 98,231 78,065 85,750 Total Transfers Out to Other Funds 118,057 124,647 136,550 , Contingency .80,000 127,000 127,000 127,000 , Total Budget 861,285 1,052,869 1,016,550 977,309 977,309 977,309 i Ending Fund Balance 439,421 249,443 5,527 84 84 84 TOTAL REQUIREMENTS 1,300,706 1,302,313 1,022,077 977,393 977,394 977,394 ' I i J Fund Summaries Page 352 City of Tigard 2008-2009 Fiscal Year Annual Budget 805- Traffic Impact Fee Fund The Traffic Impact Fee (TIF) is a charge on new development assessed by Washington County, but collected by cities. It is based upon the number of trips per day that each type of development is estimated to generate. The County maintains a table of standards for all possible uses. The standard trips per day for each development are multiplied by the rate per trip to determine the amount of the TIF. Fund revenues may only be used for highway and transit capital improvements that provide additional capacity to major transportation • systems and to pay the costs of administering the program. Fund revenues are dependent upon development projects, and therefore, vary from year to . year based on the level of economic activity. TIF revenues in FY 2008-09 are projected to be lower than FY 2007-08 based on the current construction trends within the City limits. Expenditures in this fund are dependent upon the City's five-year Capital Improvement Program (CIP). For FY 2008-09, funds are budgeted in the amount of $2,350,000 for the • Burnham Street Reconstruction project and $15,000 for traffic median modifications on Dartmouth Street. I~ S Fund Summaries Page 353 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 805- Traffic Impact Fee Fund Summary Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES • Beginning Fund Balance 2,287,530 2,705,611 3,235,535 1,955,970 1,955,970 1,955,970 Revenues Fees and Charges TIF Fees - Residential 380,295 679,170 TIF Fees - Commercial 159,749 61,729 TIF Fees - Office 9,063 94,214 TIF Fees - Industrial 4,425 TIF Fees - Mass Transit 108,545 93,408 TIF Fees - Institutional 62,905 17,776 SDC Reimbursement 788,800 620,000 620,000 620,000 Total Fees and Charges 720,557 950,722 788,800 620,000 620,000 620,000 Interest and Rental Earnings Investment Earnings 67,726 155,936 105,225 125,000 125,000 125,000 Total Interest and Rental Earning 67,726 155,936 105,225 125,000 125,000 125,000 Other Revenues . Recovered Expenditures 30,852 500 500 f Other Revenue 168,000 . Total Other Revenues 198,852 500 500 Total Revenues 987,135 1,107,157 894,525 745,000 745,000 745,000 • TOTAL RESOURCES 3,274,665 3,812,769 4,130,060 2,700,970 2,700,970 2,700,970 - REQUIREMENTS . Program Expenditures • Total Program Expenditures Indirect Expense Allocations 96,309 96,309 96,309 Loans to CCDA 267,500 • Capital Improvement Program 409,914 460,540 1,524,732 2,365,000 2,365,000 2,365;000 Transfers Out to Other Funds Interfund Transfers 1,143 Transfer Out- General Fund 127,686 96,795 159,138 • Transfer Out- Central Services 26,995 16,924 34,420 Transfer Out- Fleet/Property 3,316 2,626 4,636 Total Transfers Out to Other Funds 159,140 116,345 198,194 Contingency 140,000 Total Budget 569,054 576,885 2,130,426 2,461,309 2,461,309 2,461,309 Ending Fund Balance 2,705,611 3,235,884 1,999,634 239,661 239,661 239,661 TOTAL REQUIREMENTS 3,274,665 3,812,769 4,130,060 2,700,970 2,700,970 2,700,970 i • • Fund Su nunanes Page 354 • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 260- Tree Replacement Fund • • The Tree Replacement Fund has been reestablished to account for funds collected from developers in lieu of preserving trees. Funds are to be used by the City to plant trees in the • public rights-of-way and other public properties. $575,000 is being transferred from the General Fund where these fees have been collected . over the past couple of years. In FY 2008-09, $45,000 is budgeted for the tree planting program throughout the City. • • • • • • • • • • • • r • • • • Fund Summaries Page 355 • City of Tigard 2008-2009 Fiscal Year Annual Budget 260- Tree Replacement Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES Beginning Fund Balance • Revenues Total Revenues Transfers In Transfer In- General Fund 575,000 575,000 • Total Transfers In 575,000 575,000 • TOTAL RESOURCES 575,000 575,000 REQUIREMENTS • Program Expenditures Total Program Expenditures • Capital Improvement Program 45,000 45,000 Transfers Out to Other Funds w Total Transfers Out to Other Funds Contingency Total Budget 45,000 45,000 S Ending Fund Balance 530,000 530,000 TOTAL REQUIREMENTS 575,000 575,000 - i • Fund Sum manes Page 356 • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget 980 - Trust Fund • The Trust Fund has been created in FY 2008-09 to account for the remaining amounts from • two bequests that were made in FY 1999-00 to be used for projects at the Library. The remaining amount is approximately $448,500 and is being transferred from the Facilities • Fund. • • • • • • • • • • • • • • • • • • • • • • • Fund S»mm=cs Page 357 • City of Tigard 2008-2009 Fiscal Year Annual Budget 980- Trust Fund Summary Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES • Beginning Fund Balance Revenues i Total Revenues Transfers In . Transfer In- Facilities Fund 448,500 448,500 • Total Transfers In 448,500 448,500 • TOTAL RESOURCES 448,500 448,500 REQUIREMENTS . Program Expenditures . Total Program Expenditures • Capital Improvement Program 448,500 448,500 Transfers Out to Other Funds Total Transfers Out to Other Funds Contingency Total Budget 448,500 448,500 Ending Fund Balance 0 TOTAL REQUIREMENTS 448,500 448,500 ,49 to i Fund Summaries Page 358 • • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 810- Underground Utility Fund • • This fund was established to record funds received in lieu of under-grounding utilities. In FY 2008-09, funds are included for the undergrounding utility portion of the Burnham Street Reconstruction project. • • • • • • • • • • i • • i • • • r • • • • • Fund Sun mnries Page 359 • City of Tigard 2008-2009 Fiscal Year Annual Budget 810- Underground Utility Fund Summary Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES Beginning Fund Balance 236,001 238,567 340,565 488,848 488,848 488,848 . Revenues . Fees and Charges Fee In-Lieu Undergrounding 90,279 148,324 90,000 70,000 70,000 70,000 • Total Fees and Charges 90,279 148,324 90,000 70,000 70,000 70,000 Interest and Rental Earnings Investment Earnings 5,353 14,958 11,000 14,580 14,580 14,580 Total Interest and Rental Earning 5,353 14,958 11,000 14,580 14,580 14,580 Total Revenues 95,632 163,281 101,000 84,580 84,580 84,580 • TOTAL RESOURCES 331,633 401,848 441,565 573,428 573,428 573,428 • r REQUIREMENTS Program Expenditures Total Program Expenditures Capital Improvement Program 93,067 300,000 300,000 300,000 300,000 Transfers Out to Other Funds Transfer Out- Gas Tax Fund 25,000 a Total Transfers Out to Other Funds 25,000 Contingency 30,000 45,000 45,000 45,000 Total Budget 93,066 355,000 345,000 345,000 345,000 Ending Fund Balance 238,566 401,848 86,565 228,428 228,428 228,128 TOTAL REQUIREMENTS 331,633 401,848 441,565 573,428 573,428 573,428 Fund Sununanes Page 360 • • • City of Budget i 2008-2009 Fiscal Year Annual Budget • 255- Urban Services Fund • This fund was established in June 1997 to account for all revenues and expenditures i associated with the services provided to an urban services area of Washington County. The County had contracted with Tigard to provide development services to this area outside the city limits of Tigard. In FY 2006-07 the City terminated this contract. The fund is in the i process of being closed out and any remaining balance will be transferred to Washington S County. • • • • • i • a i • • • • • • • • • • • Fund Summanes Page 361 • City of Tigard 2008-2009 Fiscal Year Annual Budget 255- Urban Services Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES Beginning Fund Balance 392,004 485,439 42,300 78,870 78,870 78,870 - Revenues . Fees and Charges ! Miscellaneous Fees & Charges 20,868 Plumbing Permits 46,782 5,155 Mechanical Permits 18,526 1,538 Electrical Permits 44,050 5,253 Building Permits 154,783 19,743 Building Plan Check Fee 88,050 12,812 Fire Life Safety Plan Chck Fee 150 Plumbing Plan Check Fee 253 . Electrical Plan Check Fee 6 Mechanical Plan Check Fee 132 CDC Review Fees 5,025 647 Address Fee 4,350 5,350 Engineering Public Improvement 53,660 2,329 Sign Permit Fee 66 65 • Land Use Application Fee 58,823 (3,151) Long Range Planning Surcharge 7,941 (406) Sewer Inspection Fee 3,115 315 S Fee In-Lieu Undergrounding 38,675 11,851 Total Fees and Charges 545,255 61,501 Interest and Rental Earnings Investment Earnings 18,497 22,017 16,000 16,000 16,000 Total Interest and Rental Earning 18,497 22,017 16,000 16,000 16,000 Total Revenues 563,750 83,519 16,000 16,000 16,000 TOTAL RESOURCES 955,754 568,957 42,300 94,870 94,870 94,870 f REQUIREMENTS • Program Expenditures General Government 42,300 94,870 94,870 94,870 Total Program Expenditures 42,300 94,870 94,870 94,870 • Transfers Out to Other Funds - Transfer Out- General Fund 243,639 257,319 Transfer Out- Building Fund 116,086 124,680 Transfer Out- Central Services 100,823 102,806 Transfer Out- Fleet/Property 9,767 10,483 Total Transfers Out to Other Funds 470,315 495,288 • Contingency Total Budget 470,315 495,287 42,300 94,870 94,870 94,870 Ending Fund Balance 485,438 73,670 - TOTAL REQUIREMENTS 955,754 568,957 42,300 94,870 94,870 94,870 - Fund Summaries Page 362 City of Tigard 2008-2009 Fiscal Year Annual Budget • 250- Urban Services Traffic Impact Fee Fund The Traffic Impact Fee (TIF) is a charge on new development assessed by Washington County, but collected by cities. It is based upon the number of trips per day that each type of development is estimated to generate. Fund revenues may only be used for highway and transit capital improvements which provide additional capacity to major transportation systems and to pay the costs of administering the program. This Fund was established in June 1997 to account for all revenues and expenditures for TIF fees collected outside the City boundaries, but within the City's urban services area. The City manages County-approved road improvements in this area with these funds as outlined in the intergovernmental agreement between the City and the County. In FY 2006-07, the City and County terminated its agreement and the City will no longer collect TIF fees in the urban services area. The fund is in the process of being closed out and any remaining balance will be transferred to Washington County. r S Fund S„mn=es Page 363 City of Tigard 2008-2009 Fiscal Year Annual Budget 250- Urban Services TIF Fund Summary • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - RESOURCES Beginning Fund Balance 664,523 845,748 812,048 667,405 667,405 667,405 • Revenues i Fees and Charges TIF Fees - Residential 178,170 7,290 TIF Fees - Commercial 420 - TIF Fees - Mass Transit 13,770 1,260 SDC Reimbursement Total Fees and Charges 192,360 8,550 V Interest and Rental Earnings Investment Earnings 18,684 41,052 26,000 82,595 82,595 82,595 Total Interest and Rental Earning 18,684 41,052 26,000 82,595 82,595 82,595 - Total Revenues 211,044 49,602 26,000 82,595 82,595 82,595 TOTAL RESOURCES 875,566 895,350 838,048 750,000 750,000 750,000 REQUIREMENTS Program Expenditures General Government 575,261 750,000 750,000 750;000 Total Program Expenditures 575,261 750,000 750,000 750,000 Capital Improvement Program 450 2,554 240,000 Transfers Out to Other Funds Transfer Out- General Fund 23,666 10,560 18,609 Transfer Out- Central Services 5,087 1,786 3,643 Transfer Out- Fleet/Property 616 258 535 S Total Transfers Out to Other Funds 29,369 12,604 22,787 Contingency Total Budget 29,818 15,158 838,048 750,000 750,000 750,000 - Ending Fund Balance 845,748 880,192 TOTAL REQUIREMENTS 875,566 895,350 838,048 750,000 750,000 750,000 A i Fund Sumrnanes Page 364 • • L• • City of Budget 2008-2009 Fiscal Year Annual Budget • 830- Facilities Fund • This fund is used to set aside funds for the future renewal, replacement, and expansion of • City facilities. Projects in FY 2008-09 include the seismic upgrade of the Senior Center, commuter rail w enhancements, replacing the carpet in the Police Department, upgrade of the HVAC controls in the Niche, and smaller parking lot projects. • • • • • • • • w • • w • • w • • • • • • • • • • • • • Fund Sun -apes Page 365 w • City of Tigard 2008-2009 Fiscal Year Annual Budget 830- Facilities Fund Summary • Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 RESOURCES • Beginning Fund Balance 1,529,464 1,357,642 1,385,914 409,938 667,424 667,424 • Revenues Grants • Federal Grants 307,000 • State Grants 160,000 Total Grants 467,000 Fees and Charges - Reimbursement District Revenue Total Fees and Charges - Interest and Rental Earnings - Investment Earnings 35,365 76,269 46,000 9,000 9,000 9,000 - Total Interest and Rental Earning 35,365 76,269 46,000 9,000 9,000 9,000 • Other Revenues Other Revenue 50,013 75,000 • Total Other Revenues 50,013 75,000 Total Revenues 85,377 76,269 588,000 9,000 9,000 9,000 • Indirect Charges 23,286 384,221 - Transfers In • Transfer In- General Fund 400,000 400,000 400,000 400,000 Transfer In- Gas Tax Fund 3,050 Transfer In- Building Fund 3,350 • Transfer In- Sanitary Sewer 2,450 Transfer In- Stormwater Fund 2,150 • Transfer In- Water Fund 5,510 w Total Transfers In 416,510 400,000 400,000 400,000 • TOTAL RESOURCES 1,638,127 1,818,132 2,390,424 818,938 1,076,424 1,076,424 - REQUIREMENTS Program Expenditures Total Program Expenditures • Capital Improvement Program 268,950 338,918 2,035,986 539,321 569,321 569,321 • Transfers Out to Other Funds Interfund Transfers 5,768 Transfer Out- General Fund 5,768 . Transfer Out- Trust Funds 448,500 448,500 • Total Transfers Out to Other Funds 11,536 448,500 448,500 Contingency 296,170 80,800 50,000 50,000 Fund Summanes Page 366 • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 830- Facilities Fund Summary • Actual Actual Revised Proposed Approved Adopted . 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Total Budget 280,485 338,918 2,332,156 620,121 1,067,821 1,067,821 • Ending Fund Balance 1,357,642 1,479,214 58,268 198,817 8,603 8,603 • TOTAL REQUIREMENTS 1,638,127 1,818,132 2,390,424 818,938 1,076,424 1,076,424 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Fund Sumn=cs Page 367 • • • • • City of Budget • 2008-2009 Fiscal Year Annual Budget • 815- Parks Capital Fund • • Fund revenues include grants for the Washington Square Regional Center Trail and Metro • Greenspace levy revenue of over $808,000 that will be used to support the acquisition of • park land and greenspace. The Metro Greenspace revenue is the remaining amount of the • $1.4 million that the City will receive from the levy. • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Fund Summaries Page 368 • • • • ~I • Iii • City of Tigard 2008-2009 Fiscal Year Annual Budget • 815- Parks Capital Fund Summary • Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 a RESOURCES Beginning Fund Balance 2,500,397 454,219 422,620 1,057,535 1,057,535 1,057,535 • Revenues • Grants Federal Grants 179,349 179,349 179,349 179,349 State Grants 20,160 360,671 230,671- 230,671 230,671 Total Grants 20,160 540,020 410,020 410,020 410,020 • Fees and Charges • Tree Replacement Revenue 148,772 199,409 System Development Charges • Reimbursement District Revenue Total Fees and Charges 148,772 199,409 • Interest and Rental Earnings • Investment Earnings 30,034 73,224 13,554 20,000 20,000 20,000 . Total Interest and Rental Earning 30,034 73,224 13,554 20,000 20,000 20,000 • Other Revenues • Recovered Expenditures 31,617 34,480 34,702 34,702 34,702 Donations/Gifts 65,000 Other Revenue 1,405,716 808,816 808,816 808,816 • Total Other Revenues 31,617 1,505,196 843,518 843,518 843,518 Total Revenues 230,582 272,633 2,058,770 1,273,538 1,273,538 1,273,538 A Indirect Charges 428,956 526,936 • Transfers In • Transfer In- General Fund 932,420 Transfer In- Water Qual/Quant • Transfer In- Parks SDC Fund 2,206,697 Total Transfers In 3,139,117 • TOTAL RESOURCES 3,159,935 1,253,788 5,620,507 2,331,073 2,331,073 2,331,073 • REQUIREMENTS Program Expenditures • Total Program Expenditures Debt Service 282,876 282,025 280,273 278,053 278,053 278,053 • Capital Improvement Program 522,841 423,344 4,003,020 1,633,956 1,493,956 1,493,956 • Transfers Out to Other Funds • Transfer Out- General Fund 422,620 Transfer Out- Parks SDC 1,900,000 • Total Transfers Out to Other Funds 1,900,000 422,620 Contingency 500,000 • • • Fund Summaries Page 369 • • City of Tigard • 2008-2009 Fiscal Year Annual Budget 815- Parks Capital Fund Summary • Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Total Budget 2,705,716 705,369 5,205,913 1,912,009 1,772,009 1,772,009 • Ending Fund Balance 454,219 548,419 414,594 419,064 559,064 559,064 • TOTAL REQUIREMENTS 3,159,935 1,253,788 5,620,507 2,331,073 2,331,073 2,331,073 • • • • • • • • • • • • • • • • • • • • i • • • • • • • • • Fund Summmes Page 370 • • • City of Budget 2008-2009 Fiscal Year Annual Budget 340- Tigard Triangle LID #1 Fund This fund was established for the creation of a new local improvement district (LID) to . improve streets, which includes 68`" Avenue, 69`h Avenue, 70" Avenue, Dartmouth Street, • and Clinton Street, in the Tigard Triangle. The Preliminary Engineer's Report was completed in FY 2006-07, and the project is now underway with construction expected to begin in the Fall of 2008. II, ~ Fund Summaries Page 371 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 340- Tigard Triangle LID #1 Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES . Beginning Fund Balance Revenues . Interest and Rental Earnings • Investment Earnings Total Interest and Rental Earning Other Revenues Bond Proceeds 2,455,500 2,455,500 2,455,500 Note Proceeds • Total Other Revenues 2,455,500 2,455,500 2,455,500 - Total Revenues 2,455,500 2,455,500 2,455,500 • TOTAL RESOURCES 2,455,500 2,455,500 2,455,500 REQUIREMENTS Program Expenditures . Total Program Expenditures • Debt Service 100,000 100,000 100,000 . Capital Improvement Program 2,200,000 2,200,000 2,200,000 • Transfers Out to Other Funds • Transfer Out- Gas Tax Fund 155,500 155,500 155,500 • Total Transfers Out to Other Funds 155,500 155,500 155,500 Contingency • Total Budget 2,455,500 2,455,500 2,455,500 • Ending Fund Balance TOTAL REQUIREMENTS 2,455,500 2,455,500 2,455,500 . Fund S»**+manes Page 372 - • • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget . 400- Central Services Fund • I', • This is an internal service fund established to track the revenues and expenditures of the • central administrative functions in the City. The resources for this fund are interdepartmental charges to City funds. The basis for these allocated costs reviewed each • year based on anticipated use or benefits that are provided to other City departments or • divisions. • • The following bases of allocation are used for those functions budgeted in the Central Services Fund: • City Management - size of budget • Finance Administration - size of budget Financial Operations- size of budget • Utility Billing- allocated to Water, Sewer, Stormwater and Street Maintenance based on the respective dollar amount of billings for each service. . Human Resources - number of full time equivalent positions Information Technology - number of personal computers assigned to budget unit • Office Services - percent of hours spent working on projects and FTE • Risk Management - FTE/auto assignment/bond premiums /property • City Recorder/Records - Percent of City Council agenda items and percent of record requests • • • • • • • • • • • • • • • • • • • Fund Summaries Page 373 • • City of Tigard 2008-2009 Fiscal Year Annual Budget 400- Central Services Fund Summary . Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES . Beginning Fund Balance 983,865 958,708 1,133,734 1,267,098 1,162,098 1,162,098 . Revenues . Fees and Charges Miscellaneous Fees & Charges 13,665 23,582 11,000 10,000 10,000 10,000 • Reimbursement District Revenue Total Fees and Charges 13,665 23,582 11,000 10,000 10,000 10,000 • Interest and Rental Earnings • Investment Earnings 24,395 51,851 35,000 35,000 35,000 35,000 . Total Interest and Rental Earning 24,395 51,851 35,000 35,000 35,000 35,000 • Other Revenues • Recovered Expenditures 991 779 • Total Other Revenues 991 779 • Total Revenues 39,050 76,211 46,000 45,000 45,000 45,000 . Indirect Charges 4,406,155 4,588,737 5,814,973 5,814,973 5,814,973 • Transfers In - Transfer In- TIF Fund 34,420 Transfer In- General Fund 3,799,779 Transfer In- Gas Tax Fund 253,860 • Transfer In- Electrical Insp. 95,052 Transfer In- Building Fund 436,760 Transfer In- Street Maint Fund 85,750 • Transfer In- Water Qual/Quant 9,663 Transfer In- Urban Srvc TIF 3,643 Transfer In- Urban Services • Transfer In- Sanitary Sewer 363,215 Transfer In- Stormwater Fund 225,138 Transfer In- Water Fund 1,030,793 • Transfer In- Fleet/Prop Mgmt Total Transfers In 6,338,073 TOTAL RESOURCES 5,429,070 5,623,656 7,517,807 7,127,071 7,022,071 7,022,071 REQUIREMENTS • Program Expenditures City Administration 3,859,492 4,106,737 4,867,882 6,104,413 6,104,413 6,104,413 General Government 484,836 401,272 1,913,301 • Total Program Expenditures 4,344,328 4,508,009 6,781,183 6,104,413 6,104,413 6,104,413 • Transfers Out to Other Funds Transfer Out- Facilities Fund 34,221 Transfer Out- Fleet/Property 109,257 114,093 Total Transfers Out to Other Funds 109,257 148,314 . Contingency 483,560 Fund S»*r+manes Page 374 - • • I • City of Tigard 2008-2009 Fiscal Year Annual Budget . 400- Central Services Fund Summary Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • Total Budget 4,453,582 4,656,319 7,264,743 6,104,413 6,104,413 6,104,413 • Ending Fund Balance 975,487 967,337 253,064 1,022,658 917,658 917,658 TOTAL REQUIREMENTS 5,429,070 5,623,656 7,517,807 7,127,071 7,022,071 7,022,071 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Fund Sumnuries Page 375 • • • • • City of Tigard 2008-2009 Fiscal Year Annual Budget • 450- Fleet and Property Management Fund • This fund tracks the revenues and expenditures of the Fleet Maintenance Division and • Property Management Division. The resources for this fund are interdepartmental charges to other City funds based on a cost allocation plan that is revised each year based on • anticipated use of benefits that are provided to other City departments or divisions. • The following bases of allocation are used for those functions budgeted in the Fleet and . Property Management Fund: • Fleet Maintenance - vehicle assignments (number by budget unit) • Property Management - square footage of office space or buildings • • • • • • • • • • • • • • • • • • • • • • • • • Fund Sunun2nes Page 376 • • • City of Tigard 2008-2009 Fiscal Year Annual Budget . 450- Fleet/Property Management Fund Summary Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES . Beginning Fund Balance 48,859 75,068 44,755 117,273 117,273 117,273 • Revenues • Fees and Charges Miscellaneous Fees & Charges 382 • Reimbursement District Revenue • Total Fees and Charges 382 Interest and Rental Earnings • Investment Earnings 770 3,709 1,455 1,450 1,450 1,450 • Total Interest and Rental Earning 770 3,709 1,455 1,450 1,450 1,450 - Other Revenues . Recovered Expenditures • Total Other Revenues . Total Revenues 770 4,090 1,455 1,450 1,450 1,450 Indirect Charges 1,182,979 1,200,391 1,453,571 1,453,571 1,453,571 . Transfers In Transfer In- TIF Fund 4,636 Transfer In- General Fund 1,086,825 • Transfer In- Gas Tax Fund 55,891 Transfer In- Electrical Insp. 9,600 Transfer In- Building Fund 55,548 • Transfer In- Water Qual/Quant 975 Transfer In- Urban Srvc TIF 535 Transfer In- Urban Services . Transfer In- Sanitary Sewer 55,442 Transfer In- Stormwater Fund 42,635 Transfer In- Water Fund 123,844 • Transfer In- Central Services • Total Transfers In 1,435,931 TOTAL RESOURCES 1,232,608 1,279,549 1,482,141 1,572,294 1,572,294 1,572,294 . REQUIREMENTS Program Expenditures Public Works 1,079,107 1,086,322 1,386,327 1,453,571 1,453,571 1,453,571 Total Program Expenditures 1,079,107 1,086,322 1,386,327 1,453,571 1,453,571 1,453,571 Transfers Out to Other Funds • Transfer Out- Central Services 76,641 79,793 • Total Transfers Out to Other Funds 76,641 79,793 • Contingency 80,000 Fund Summaries Page 377 w City of Tigard • 2008-2009 Fiscal Year Annual Budget 450- Fleet/Property Management Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 . Total Budget 1,155,747 1,166,114 1,466,327 1,453,571 1,453,571 1,453,571 Ending Fund Balance 76,861 113,435 15,814 118,723 118,722 118,722 TOTAL REQUIREMENTS 1,232,608 1,279,549 1,482,141 1,572,294 1,572,294 1,572,294 1 1 1 1 i 1 1 1 1 1 1 Page 3.78 ' Fund Su•*+**=es a • • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 311-Bancroft Debt Services Fund Revenue in this fund is derived from assessments on properties that participate in local • improvement districts and from proceeds of Bancroft Bonds to retire short term debt issued • to fund the local improvements. • The City currently has two bonds outstanding related to local improvement districts (LID). • In July 2002, the City sold bonds for the 69 b Avenue LID project. In December 2003, the • City sold bonds to finance the remaining portion of the Dartmouth LID, which had been in • litigation and was decided in favor of the City in September 2003. • The ending fund balance is used to protect against fluctuations and non-payment of • assessments by property owners and to provide cash flow to pay debt service as scheduled. • • • • • • • • • • • • • • • • • • • • • • • Fund Summaries Page 379 • • ! ! City of Tigard 2008-2009 Fiscal Year Annual Budget 311- Bancroft Bonds Debt Service Summary . Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES ! Beginning Fund Balance 904,296 1,589,017 675,211 675,211 675,211 ! Revenues • Interest and Rental Earnings • Investment Eamings 38,404 50,798 123,864 95,689 95,689 95,689 Total Interest and Rental Earning 38,404 50,798 123,864 95,689- 95,689 95,689 Other Revenues • Lien Payments 1,614,469 268,856 129,704 123,618 123,618 123,618 Total Other Revenues 1,614,469 268,856 129,704 123,618 123,618 123,618 Total Revenues 1,652,872 319,654 253,568 219,307 219,307 219,307 • TOTAL RESOURCES 2,557,168 1,908,670 253,568 894,517 894,518 894,518 ! • REQUIREMENTS ! Program Expenditures Total Program Expenditures ! Debt Service 968,152 1,040,048 103,404 193,378 193,378 193,378 ! Transfers Out to Other Funds • Total Transfers Out to Other Funds • Contingency 29,000 29,000 29,000 Total Budget 968,152 1,040,048 103,404 222,378 222,378 222,378 Ending Fund Balance 1,589,016 868,622 150,164 672,139 672,140 672,140 • TOTAL REQUIREMENTS 2,557,168 1,908,670 253,568 894,517 894,518 894,518 • ! ! • • i • • • • • • • • • • Fund Summaries page 380 • • • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 700- General Obligation Debt Service Fund • • On May 21, 2002, voters approved a bond measure in the amount of $13.0 million for a new • Library. The City sold the bonds to the Oregon Economic and Community Development • Department, and thereby was able to obtain a more favorable interest rate at a lower cost than if the bonds had been sold independently. Taxes collected through the tax levy will i repay this bonded debt. The ending fund balance is used to protect against fluctuations in • property tax payments and to provide cash flow to match collections and payments. • • • • • • • • • • • • • • • • • • • • • • i • • • Fund Sn,,,n,a,;es Page 381 • • • • City of Tigard • 2008-2009 Fiscal Year Annual Budget • 700- General Obligation Debt Srvc Summary • Actual Actual Revised Proposed Approved Adopted • 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES • Beginning Fund Balance 408,254 260,752 191,900 317,889 317,889 317,889 • Revenues • Property Taxes • Current Property Taxes 807,948 916,203 972,814 976,563 976,563 976,563 Prior Year Property Taxes 11,683 8,788 12,000 13,000- 13,000 13,000 • Total Property Taxes 819,631 924,991 984,814 989,563 989,563 989,563 • Interest and Rental Earnings • Investment Earnings 5,430 8,873 6,250 6,250 6,250 6,250 • Total Interest and Rental Earning 5,430 8,873 6,250 6,250 6,250 6,250 • Total Revenues 825,060 933,864 991,064 995,813 995,813 995,813 • TOTAL RESOURCES 1,233,315 1,194,616 1,182,964 1,313,701 1,313,702 1,313,702 • REQUIREMENTS • Program Expenditures • Total Program Expenditures • Debt Service 972,563 975,414 972,814 974,913 974,913 974,913 • Transfers Out to Other Funds • Total Transfers Out to Other Funds • Contingency 146,000 146,000 146,000 • Total Budget 972,562 975,413 972,814 1,120,913 1,120,913 1,120,913 • Ending Fund Balance 260,752 219,202 210,150 192,788 192,789 192,789 • TOTAL REQUIREMENTS 1,233,315 1,194,616 1,182,964 1,313,701 1,313,702 1,313,702 • • • • • • • • • • • • • • • Fund Summanes Page 382 • • City of Tigard 2008-2009 Fiscal Year Annual Budget • 330- Wall Street Local Improvement District Fund This fund was established for the potential creation of a new local improvement district . (LID) that would extend Wall Street from Hunziker Street to Hall Boulevard. Due to issues • with the railroad crossing application, the City Council decided in Fiscal Year 2005-06 to not proceed with formation of this LID. w This fund is shown for historical purposes only. • Fund Summaries Page 383 • City of Tigard 2008-2009 Fiscal Year Annual Budget 330- Wall Street LID Fund Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 • RESOURCES • Beginning Fund Balance - Revenues - Total Revenues - Indirect Charges 2,231 TOTAL RESOURCES 2,231 REQUIREMENTS Program Expenditures Total Program Expenditures Capital Improvement Program 2,231 - Transfers Out to Other Funds Total Transfers Out to Other Funds i Contingency Total Budget 2,231 • Ending Fund Balance TOTAL REQUIREMENTS 2,231 • Fund Summaries Page 384 • • • • APPENDIX • • • • Schedule of _appropriations Financial Policies 389 • Glossary of Budget Related Terms 396 Advisorv Committees 401 • Staffing Summary 406 Management/Professional Group Salary Schedule 408 • Tigard Police Officers Assoc. Salary Schedule .........................................................411 • Oregon Public Employees Union Salary Schedule 412 • y • • • • • • • • • • • • • • • • • • • • L - 1\ t - City of Tigard - 2008-2009 Fiscal Year Annual Budget Schedule of Appropriations Budget - Committee Council - Proposed Changes Approved Changes Adopted General Fund Policy and Legislation 211,188 46,348 257,536 257,536 - City Administration 388,063 388,063 388,063 Community Development 4,257,631 34,000 4,291,631 4,291,631 Community Services 15,733,524 40,600 15,774,124 15,774,124 - Public Works 3,742,917 6,800 3,749,717 3,749,717 General Government Indirect Expense Allocations 4,979,639 4,979,639 4,979,639 - Loans to CCDA 380,000 380,000 380,000 Capital Outlay 590,245 320,600 910,845 910,845 - Transfers Out 400,000 575,000 975,000 975,000 - Contingency 1,000,000 1,000,000 1,000,000 Total General Fund 31,683,210 1,023,348 32,706,558 32,706,558 - Gas Tax Fund Community Development 520,025 12,240 532,265 532,265 - Indirect Expense Allocations 180,445 180,445 180,445 Loans to CCDA Capital Outlay 3,357,296 3,357,296 3,357,296 - Transfers Out 1,235,685 1,235,685 1,235,685 - Contingency 640,000 640,000 640,000 Total Gas Tax Fund 5,933,450 12,240 5,945,690 5,945,690 - Electrical Inspection Fund Transfers Out 179,526 179,526 179,526 - Contingency 26,900 26,900 26,900 - Total Electrical Inspection Fund 206,426 206,426 206,426 - Criminal Forfeiture Fund Transfers Out 10,000 10,000 10,000 Total Criminal Forfeiture Fund 10,000 10,000 10,000 - Building Fund - Community Development 1,977,227 6,800 1,984,027 1,984,027 - Indirect Expense Allocations 636,907 636,907 636,907 Capital Outlay - Transfers Out - Contingency 390,000 390,000 390,000 Total Building Fund 3,004,132 6,800 3,010,932 3,010,932 - Urban Services TIF Fund General Government 750,000 750,000 750,000 - Capital Outlay Transfers Out Total Urban Services TIF Fund 750,000 750,000 750,000 - Urban Services Fund General Government 94,870 94,870 94,870 - Total Urban Services Fund 94,870 94,870 94,870 - Tree Replacement Fund - Capital Outlay 45,000 45,000 45,000 - Appendix Page 385 City of Tigard 2008-2009 Fiscal Year Annual Budget - Schedule of Appropriations Budget Committee Council - Proposed Changes Approved Changes Adopted Total Tree Replacement Fund 45,000 45,000 45,000 - Bancroft Bonds Debt Service - Debt Service 193,378 193,378 193,378 Contingency 29,000 29,000 29,000 Total Bancroft Bonds Debt Service 222,378 222,378 222,378 - Tigard Triangle LID #1 Fund Debt Service 100,000 100,000 100,000 - Capital Outlay 2,200,000 2,200,000 2,200,000 Transfers Out 155,500 155,500 155,500 Total Tigard Triangle LID #1 Fund 2,455,500 2,455,500 2,455,500 - Central Services Fund - City Administration 6,104,413 6,104,413 6,104,413 - General Government Capital Outlay - Contingency - Total Central Services Fund 6,104,413 6,104,413 6,104,413 Fleet/Property Management Fund Public Works 1,453,571 1,453,571 1,453,571 Capital Outlay - Contingency - Total Fleet[Property Management Ft 1,453,571 1,453,571 1,453,571 Sanitary Sewer Fund - Public Works 739,489 24,480 763,969 763,969 Indirect Expense Allocations 304,563 304,563 304,563 - Capital Outlay 1,555,000 10,000 1,565,000 11565,000 Transfers Out Contingency 370,000 370,000 370,000 - Total Sanitary Sewer Fund 2,9699052 34,480 3,003,532 3,003,532 - Stormwater Fund - Public Works 1,175,039 13,600 1,188,639 1,188,639 Indirect Expense Allocations 417,344 417,344 417,344 - Capital Outlay 650,000 35,000 685,000 685,000 Transfers Out Contingency 300,000 300,000 300,000 - Total Stormwater Fund 2,542,381 48,600 2,590,981 2,590,981 - Water Fund - Public Works 6,094,783 24,480 6,119,263 6,119,263 Indirect Expense Allocations 1,419,653 1,419,653 1,419,653 Capital Outlay 476,700 476,700 476,700 - Transfers Out Contingency Total Water Fund 7,991,134 24,480 8,015,614 8,015,614 - General Obligation Debt Srvc - Debt Service 974,913 974,913 974,913 - Appendix Page 386 - i City of Tigard - 2008-2009 Fiscal Year Annual Budget - Schedule of Appropriations Budget - Committee Council - Proposed Changes Approved Changes Adopted Capital Outlay Contingency 146,000 146,000 146,000 Total General Obligation Debt Srvc 1,120,913 1,120,913 1,120,913 Capital Projects Fund - Capital Outlay - Total Capital Projects Fund - Traffic Impact Fee Fund Indirect Expense Allocations 96,309 96,309 96,309 - Loans to CCDA • Capital Outlay 2,365,000 2,365,000 2,365,000 Transfers Out - Contingency • Total Traffic Impact Fee Fund 2,461,309 2,461,309 2,461,309 - Underground Utility Fund Capital Outlay 300,000 300,000 300,000 - Transfers Out - Contingency 45,000 45,000 45,000 - Total Underground Utility Fund 345,000 345,000 345,000 - Parks Capital Fund Debt Service 278,053 278,053 278,053 Capital Outlay 1,633,956 (140,000) 1,493,956 1,493,956 - Transfers Out Contingency Total Parks Capital Fund 1,912,009 (140,000) 1,772,009 1,772,009 - Parks SDC Fund Capital Outlay 1,612,985 91,900 1,704,885 1,704,885 - Transfers Out - Total Parks SDC Fund 1,612,985 91,900 1,704,885 1,704,885 - City Gas Tax Fund Capital Outlay 1,150,000 1,150,000 1,150,000 - Contingency - Total City Gas Tax Fund 1,150,000 1,150,000 1,150,000 - Facilities Fund Capital Outlay 539,321 30,000 569,321 569,321 Transfers Out 448,500 448,500 448,500 - Contingency 80,800 (30,800) 50,000 50,000 - Total Facilities Fund 620,121 447,700 1,067,821 1,067,821 • Street Maintenance Fund Indirect Expense Allocations 39,799 39,799 39,799 Capital Outlay 810,511 810,511 810,511 - Transfers Out Contingency 127,000 127,000 127,000 Total Street Maintenance Fund 977,309 977,309 977,309 - Appendix Page 387 City of Tigard 2008-2009 Fiscal Year Annual Budget - Schedule of Appropriations - Budget Committee Council - Proposed Changes Approved Changes Adopted - Water Quality/Quantity Fund - Indirect Expense Allocations 25,736 25,736 25,736 Capital Outlay 640,000 640,000 640,000 - Transfers Out Contingency 100,000 100,000 100,000 Total Water Quality/Quantity Fund 765,736 765,736 765,736 - Water SDC Fund Capital Outlay 165,000 165,000 165,000 - Transfers Out Contingency Total Water SDC Fund 165,000 165,000 165,000 - Water CIP Fund Capital Outlay 10,541,579 10,541,579 10,541,579 . Contingency 1,581,150 1,581,150 1,581,150 Total Water CIP Fund 12,122,729 12,122,729 12,122,729 Trust Fund Capital Outlay 448,500 448,500 448,500 - Total Trust Fund 448,500 448,500 448,500 - Total Appropriation 88,673,633 2,043,048 90,716,681 90,716,681 - Appendix Page 388 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Financial Policies - The City of Tigard has an important responsibility to its citizens to carefully account for - public funds, manage municipal finances wisely, and plan adequate funding for services and facilities desired and needed by the public. The City has established a formal set of financial policies to ensure that the public's trust is upheld. With these financial policies, the City has - established the framework under which it conducts its financial affairs, ensuring that it is, - and will continue to be, capable of funding and providing outstanding local government services. - The goals of Tigard's financial policies are as follows: • Enhance City Council's policy-making ability by providing accurate information on program and operating costs. - • Assist sound management of the City government by providing accurate and timely - information on current and anticipated financial conditions. • Provide sound principles to guide important decisions of the Council and management that have significant financial impact. - • Set forth operational principles which minimize the cost and financial risk of local - government consistent with services desired by the public. • Employ revenue policies that prevent undue or unbalanced reliance on any one source, distribute the cost of municipal services fairly, and provide adequate funds to operate - desired programs. - • Provide and maintain essential public facilities, utilities, infrastructure, and capital equipment. • Protect and enhance the City's credit rating. - • Ensure 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. - The City uses the following financial policies to guide its financial affairs: - Revenue Policy - • Maintain a diversified and stable revenue system to shelter the government from short- term 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 Manager. • 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. - Appendix Page 389 Reserve Policy • The City will maintain an unallocated fund balance or retained earnings equal to or greater than two 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. Operating Budget Policy - • Regular reports comparing actual to budgeted expenditures will be prepared by the Finance Department and distributed to the City Manager. • 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 Officers Association (GFOA). Capital Improvement Policy • Systems Development Charges (SDCs) will be used for infrastructure capacity expansion and improvements, including in-house engineering and design. • 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 segregated in the accounting system and used only for the intended capital purposes. - Fixed Asset Policy • The City will control capital assets by assigning accountability and responsibility to - specific departments. - • The City will provide documentation of equipment loss to the insurance companies in the event of losses due to fire or theft. • The City will maintain and provide information such as depreciation and obsolescence . needed for City's enterprise funds (Water, Sanitary Sewer, and Stormwater). - • The City will provide budget information for capital replacements and additions. • The City will maintain inventories of all City equipment to avoid duplication of equipment. Appendix Page 390 • The City will maintain a list of all assets and their values to ensure the capital assets are . properly insured. Accounting 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 Officers' 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 improvement. • 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 City will 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 tern borrowing will be confined to capital improvements too large to be financed - from current revenues. • Issuance of Assessment Bonds will be pursued to finance local improvement districts approved by City Council. • Bond Anticipation Notes will be used as needed to finance construction of local - improvements. Single Owner Local Improvement District Policy - Local Improvement Districts (LIDs) are usually initiated either by the City Council or by written request of the property owners owning at least fifty percent of the property benefited by the local improvement. On occasion, the City receives requests to form a LID in which there would be only one property owner involved. City Council has established a formal - policy for single owner LIDs. The following are the conditions that must be met before - Council will consider allowing the LID to be formed. • The property is zoned and proposed to be used for industrial, commercial or office - development. - • The applicant demonstrates the "Public Purpose" involved, which may include the creation of jobs in the community. • The applicant demonstrates that the risk to the City government or the general taxpayer - is minimized. As a guideline, the City Council will request the following: - a. That the applicant provide an appraisal of the property affected, such appraisal being done by an appraiser acceptable to the City Manager. - Appendix Page 391 b. That the amount to be assessed against the property not exceed 25% of the appraised value of the land only, excluding any improvements to the property. - c. That financial documents be provided as required to the City Manager which can demonstrate that the property owner has the financial ability to pay the assessments levied on the property. INVESTMENT POLICY The following Investment Policies are intended to meet the requirements of ORS 294.035 and to provide the framework within which City of Tigard funds may be invested. - Authority The Financial and Information Services Director shall serve as the Investment Officer of the - City. The Investment Officer is responsible for ensuring that funds are invested so as to - make necessary cash available to meet current obligations and to invest excess cash in accordance with ORS 294.035 through ORS 294.047 and these Investment Policies. The Financial and Information Services Director may assign the delegation of authority to persons responsible for investment transactions. This person would then act as Investment Officer with prior approval of the City Manager. Scope - These Investment Policies apply to all excess cash related to all activities and funds under the direction of the Tigard City Council including water funds on behalf of Durham, King City, - and Tigard Water District. Cash accumulations related to bond proceeds or short-term - borrowing is included unless more restrictive state or federal regulations are applicable. Excess cash shall be defined as all liquid assets not necessary to meet current obligations. - Deferred Compensation Deferred compensation funds are placed with a third parry for investment and are therefore - excluded from the restrictions set forth in these guidelines. - Objectives The objectives of these policies are to provide for the preservation of City assets, the - availability of such assets to meet obligations as they come due, and to provide for a reasonable rate of return on those assets, in that order. Prudent Investor - Investments shall be made under the prudent investor's rule, which states, "Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion, and intelligence exercise in the management of their own affairs, not - Appendix Page 392 - for speculation but for investment, considering the probable safety of their capital as well as - the probable income to be derived." Internal Controls - The Investment Officer shall maintain a system of written internal controls, which will be reviewed annually by the independent auditor. - Cash Flow Analysis The Investment Officer shall maintain a historical cash flow record and a cash flow projection, which extends twelve months into the future. The projection shall be reviewed - and updated on a regular basis. No fixed maturity securities shall be purchased unless the - cash flow projection indicates that the funds invested will not be required until the maturity date of the investment. - Bond Proceeds Surplus funds resulting from debt issuance shall be considered as a separate portfolio and shall not be restricted by the maturity and instrument diversification section of these policies. - Such funds may be invested for periods exceeding 18 months and up to 60 months. Such - maturities shall coincide with the projected cash flow needs resulting from the projected construction schedule. - Diversification The Investment Officer will diversify the general portfolio to avoid unreasonable risks within the following parameters: - Maturity Diversification Investment maturities shall be scheduled to coincide with projected cash flow needs. Thirty percent of the portfolio will mature in less than 90 days. No investments will be - made for a period to exceed 18 months unless: This investment policy has been submitted to the Oregon Short Term Fund Board (OSTF) for comment prior to being approved by Council and complies with the - requirements of ORS 294.135. In this case, the maximum maturity shall be defined in - policy. The funds are being accumulated for a specific purpose, including future construction - projects, and upon approval of the Council, the maximum maturity date matches the - anticipated use of the funds (ORS 294.135(1)(b)). If this investment policy has been submitted for review by the OSTF Board as specified - above and in accordance with ORS 294.135(1)(a), debt service reserves may be invested - Appendix Page 393 to mature not longer than five years. Otherwise, debt service reserves shall not be invested to a maturity date exceeding one year as specified under ORS 294.135(3). . The Investment Officer may make investments having maturity longer than 18 months, but not more than 36 months, with the exception of Bond Proceeds. The City's investment portfolio shall not contain more than 20% of the total dollar value of its - investments with maturities between 18 months and 36 months. - • Instrument Diversification Certificates of Deposit 25% maximum - Corporate Indebtedness 35% maximum Bankers Acceptance 50% maximum Treasury/Agency Securities 90% maximum - Local Government Investment Pool 100% maximum Demand Deposits 10% maximum Lawfully issued Debt - Obligations of the States of Oregon, Washington, Idaho and California and political subdivisions of those states 25% maximum - • Institution Diversification Bank liabilities with any one qualified financial institution shall not exceed 20 percent of - the portfolio. Bank liabilities of any one qualified financial institution shall not exceed one percent of the institution's total assets. Investment in Corporate Indebtedness shall not exceed 5 percent of the portfolio in any one Oregon corporate entity meeting the - rating requirements of P-2/A-2 or better, or 5 percent of the portfolio in any one - corporate entity outside the State of Oregon (ORS 294.035 section C). For purposes of these guidelines, the state local government investment pool (LGIP) shall be considered to have a one-day liquidity. - Selection oflnvestment Instruments Investments shall be made by the Investment Officer through the exercise of his/her - judgment after requesting quotes from financial institutions. Selections will be made so as to provide the highest rate of return within the parameters of these policies. Qualified Institutions • The Investment Officer shall maintain a list of all authorized institutions which are approved for investment purposes. The Investment Officer will request, analyze, and keep on file, periodic financial statements and related information to satisfy himself/herself as to the - creditworthiness of each institution on the approved list. - Appendix Page 394 - - Reporting The Investment Officer shall prepare an investment activity report at the end of each month for review by the City Manager. - Amendments These investment policies may be amended at the request of the Investment Officer, the - City Manager, or members of City Council. Such amendments shall be approved by the City - Council in the same manner as the investment policies. Authorized Investment Instruments - The Investment Officer shall invest the money of the City only in qualifying investments according to guidelines in ORS 294.035. These investments include: • Demand deposits with approved institutions. - • Deposits in the Oregon Local Government Investment Pool. • Certificates of Deposit with Oregon banks. • Banker's acceptances. • Qualifying corporate indebtedness not to exceed 5% of the portfolio on any one - corporation. • Lawfully issued debt obligations of the United States and obligation guaranteed by the United States, the agencies of the United States or enterprises sponsored by the United - States government, not to exceed 40% of the portfolio on any one government - sponsored enterprise. • Lawfully issued debt obligations of the States of Oregon, Washington, Idaho, and California and political subdivisions of those states. - Safekeeping A third-party custodian, as evidenced by safekeeping receipts, will hold securities (excluding funds invested in the state local government investment pool (LGIP), bank deposits, and - Certificates of Deposits). Other Policy Considerations - Any investment currently held that does not meet the guidelines of this policy shall be - exempted from the requirements of this policy. At maturity or liquidation, such monies shall be reinvested only as provided by this policy. Appendix Page 395 • • • City of Tigard - 2008-2009 Fiscal Year Annual Budget Glossary of Budget Related Terms • Adopted Budget: Once the Budget Committee has approved the proposed budget, it is • forwarded to the City Council for adoption. The annual adopted budget becomes effective July 1 • • Ad Valorem Tax: A tax based on value, such as a property tax. • Appropriations: Legal authorization granted by the City Council to spend public funds. • Appropriations within each program may not be exceeded. • Approved Budget: The Proposed budget is presented to the Budget Committee for review • and Approval. • • Assets: Property owned by the City, which has monetary value. • Balanced Budget: A budget is "balanced" when total revenues (beginning fund balance • plus current revenues plus transfers-in) equals total requirements (expenditures plus • contingency plus transfers-out plus ending fund balance) for each fund. • Bancroft: Section of Oregon Law that allows benefited 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. Principal and interest on • Bancroft Bonds are paid by assessments received from property owners within an LID, • though these bonds also carry the full faith and credit guarantee of the City. • Bond: A written promise to pay a specified sum of money, called the face value or principal • amount, at a specified date or dates in the future, called the maturity date(s), together with • periodic interest at a specified rate. • Bond Anticipation Note (BAN): BANs are a form of short term borrowing in - anticipation of a future sale of long term bonds. BANs 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 benefited property owners. • • Budget: A plan of financial operation embodying an estimate of adopted revenue and - expenditures for a given year. The budget is the legal spending limit for City activities. • Budget Calendar: Schedule of key dates or milestones followed by City departments in the - preparation, review, and administration of the budget. - Budget 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 Manager. • • • • Appendix Page 396 • • • - City of Tigard 2008-2009 Fiscal Year Annual Budget Glossary of Budget Related Terms 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 Improvement Program: Long-range plan for City facilities and infrastructure. Capital Outlays: Non-recurring or infrequent large dollar expenditures for equipment, - vehicles, or technology having a life of greater than a single fiscal year. City Center Development Agency (CCDA): The Urban Renewal Agency approved by the voters in May, 2006. The CCDA is comprised of members of the City Council as its - governing body. Clean Water Services (CWS): A county-wide agency formerly named the Unified Sewerage Agency (USA). Clean Water Services owns and operates all major sewage treatment plants - within Washington County. CWS establishes sewer rates and contracts with most cities to - collect monthly charges from residents and perform most sewer maintenance and repair within city limits. - Contingency: Appropriation established in certain funds for the funding of unforeseen - events. Contingency may be appropriated for a specific purpose by the City Council by approval of a resolution. - Debt Service: Interest and principal on outstanding bonds due and payable during the fiscal - year. Employee Benefits: Benefits include social security, retirement, group health, dental and - life insurance, workers' compensation, and disability insurance. - 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 fluids. Tigard's enterprise activities include sewer, storm sewer, and water utilities. Expenditures are - matched with revenue from service charges to ensure the program is self-supporting. Expenditure: Actual payment made by City check or wire transfer for services or goods received or obligations extinguished. - 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 building permits, business and non-business taxes, 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. - Appendix Page 397 City of Tigard - 2008-2009 Fiscal Year Annual Budget Glossary of Budget Related Terms Franchise: A special privilege granted by a government, permitting the continued use of - public property, such as city streets, and usually involving the elements of monopoly and regulation. 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 consist of several part- time positions. Fund: A fiscal and accounting unit with a self-balancing set of accounts in which cash and - other financial resources, liabilities, equities, and changes therein are recorded to carry on specific activities and/or objectives. Fund Balance: Amount left over after expenditures are subtracted from resources. Each fund begins and ends each fiscal year with a positive or negative fund balance. General Fund: The primary discretionary fund of the City, which accounts for general- - purpose revenues (such as property tax) and general-purpose operations. Generally Accepted Accounting Principles (GAAP): Uniform minimum standards and guidelines for financial accounting and reporting, as specified by the Governmental - Accounting Standards Board (GASB). These principles govern the form and content of the financial statements of an entity. Intergovernmental Revenues: Revenue from other governments, primarily Federal and - State grants and State shared revenues, but also payments from other local governments. Local Improvement District (LID): An LID is an entity formed by a group of property owners or the City to construct public improvements (such as streets, sewers, storm drains, - streetlights, etc.) to benefit properties. Costs of such improvements are then assessed among - benefited properties. Measure 5: A constitutional limit on property tax rates passed by voters in the State of - Oregon in November 1990. This provision sets a maximum $10 tax rate on individual - properties for the aggregate of all non-school taxing jurisdictions. School's maximum rate is limited to $5. Measure 47: A Constitutional limit on individual property tax collections approved by voters in November 1996. This measure was repealed and replaced by Measure 50 before it took effect. Appendix Page 398 - I, - City of Tigard - 2008-2009 Fiscal Year Annual Budget Glossary of Budget Related Terms - Measure 50: Passed by voters in May 1997, this legislatively referred measure repealed - Measure 47, and significantly reduced future property taxes. The measure rolled back assessed value on individual properly to 1995-96 value, less 10%. It reduced 1997-98 City levy authority by an average of 17% and then converts it to a rate to be applied to assessed - value in all future years. Assessed value growth was limited to 3% per year. The measure - reinstated Measure 47 limits on fees and charges and on majority turnout election requirements. - Metro: The only directly elected regional government in the nation. Metro is responsible - for regional transportation and land use planning. It also manages the Oregon Zoo, the Oregon Convention Center, the Portland Center for the Performing Arts, and the Exposition Center. Metro is also responsible for regional solid waste disposal. Modified Accrual Basis: The accrual basis of accounting adapted to the governmental fund-type measurement focus. Under it, revenues and other financial resource increments (e.g., bond issue proceeds, property taxes, and/or special assessments) are recognized when - they become both measurable and available to finance expenditures of the current period. Object Classification: Indicates type of expenditure being made, i.e., personal services, materials and services, capital outlay, etc. Operating Budget: The portion of the budget that includes appropriations for direct services to the public including wages and benefits, materials and services, and capital equipment. Excluded from the operating budget are capital improvement projects, debt - service requirements, transfers, contingency, and reserves. ODOT: Oregon Department of Transportation. - Permanent Tax Rate: The dollar-per-thousand figure used to calculate property tax - revenues. Under Measure 50, all tax bases in Oregon were converted to a permanent tax rate. This rate, when applied to assessed value of property within a jurisdiction, produces the property tax revenues used to support general city operations. Tigard's Permanent Tax - Rate is $2.5131 per $1,000. - Personal Services: Compensation to City employees in the form of salaries, wages, and employee benefits. Program Budget: A budget wherein expenditures are based primarily on programs of work - and secondarily on character, classification, and performance. Programs within the City of Tigard's adopted budget include Community Services, Public Works, Community Development, City Administration and Policy and Legislation. - Proposed Budget: City budget developed by the City Manager and submitted to the Budget Committee for their deliberation. Appendix Page 399 City of Tigard 2008-2009 Fiscal Year Annual Budget Glossary of Budget Related Terms Reserved Fund Balance: Those portions of fund balance that are not appropriable for - expenditure or that are legally segregated for a specific future use. i SDC: Abbreviation for Systems Development Charges. SDCs are paid by developers and - builders to fund expansion of infrastructure necessary due to increased usage. Such charges - are collected for sewers, storm drains, streets, and parks. SWM: Abbreviation for Storm & Surface Water Management. The program is closely . affiliated with Clean Water Services (formerly USA) and performs the same functions for the - storm sewer system throughout the county. Special Assessment: A charge made against certain properties to defray all or part of the - cost of a specific capital improvement or service deemed to benefit primarily those - properties. Special Revenue Fund: A fund used to account for the proceeds of specific revenue . sources that are legally restricted to expenditure for specified purposes. - Tax Base: Oregon law used to allow cities within the State, with voter approval, to establish a dollar amount of property tax that may be levied on property within the City. Once established, a tax base was allowed to increase by 6% each year without further voter - approval. All tax bases in the State were eliminated by Measure 50 and replaced with permanent tax rates. Tax Increment Financing: Financing secured by the anticipated incremental increase in - tax revenues, resulting from the redevelopment of an area. TIF: Abbreviation for Traffic Impact Fee. These are revenues from County-instituted fee - on development. It was approved by voters in 1989. Funds are used for highway and transit - capital improvements, which provide additional capacity to major transportation systems and recovery of costs of administering the program. The City collects this fee inside its boundaries and outside the City limits under the Urban Services program. Urban Renewal District: In May of 2006, Tigard voters approved the formation of an - Urban Renewal District encompassing the downtown and surrounding areas. With the formation of this district, future increases in property tax revenues from property within the district, called tax increment, will provide an important source of funding for a number of - needed capital project to encourage future private development. WCCLS: Abbreviation for Washington County Cooperative Library System. 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 . circulation, open hours, and collection development. 99W: Major state highway running through Tigard and connecting the City with Interstate 5 and Highway 217. Also referred to as Pacific Highway West. - Appendix Page 400 . City of Tigard - 2008-2009 Fiscal Year Annual Budget - Advisory Committees - Budget Committee - The Budget Committee is established by Oregon Local Budget Law. The Committee consists of the four elected Council members, the Mayor, and five members from the community appointed by the City Council for three year terms. The Council also appoints a - non-voting, alternate member who may fill any vacancies that may occur during the year. - The Committee is responsible for deliberating on the Proposed Budget submitted by the City Manager and for sending the Approved Budget to the City Council for adoption. The Committee must also approve tax levies. Original Term - Members Appointment Expires Bailey, John Citizen Jan-08 Dec-10 Buehner, Gretchen Councilor Dec-06 Dec-10 - Dirksen, Craig Mayor Jan-01 Dec-10 - James, Cameron Citizen Jan-08 Dec-10 Brian McCarry Alternate Jan-08 Dec-08 Parker, Rick Citizen Jul-05 Dec-08 - Sherwood, Sydney Councilor Feb-01 Dec-10 - Snider, Jason Citizen May-05 Dec-09 Struck, Dena Citizen Jan-07 Dec-09 Wilson, Nick Councilor Jan-03 Dec-08 - Woodruff, Tom Councilor Jan-05 Dec-08 Building Appeals Board - This seven-member board consists of one each of the following: the general public, Oregon - Disability Commission representative, Fire Marshal, licensed general contractor, engineer, - municipal building official, and an attorney. The Board hears and decides appeals of orders, decisions or determinations made by the Tigard building official relative to the application of Title 14, the building and development code, except Chapter 14.16 (housing code) of the - Tigard Municipal Code. - Original Term Members Appointment Expires Colling, Doug Citizen Apr-06 Apr-10 Jurrens, Jeff Citizen Sept-03 Apr-08 - Kringlen, Michael Citizen May-05 Apr-10 McKee, Gerald Citizen Apr-02 Apr-10 Mitchell, Alan Citizen Apr-02 Apr-10 Pelissier, Dan Citizen Aug-06 Apr-08 - Watson, Eric R. Citizen Apr-02 Apr-08 - Appendix Page 401 City of Tigard 2008-2009 Fiscal Year Annual Budget . Advisory Committees City CenterAdvisory Commission - This committee's role is defined in the City Charter and is to assist the Urban Renewal Commission in developing and carrying out an Urban Renewal Plan. Original Term - Members Apyointment Expires - Barkley, Carolyn Citizen May-05 Dec-08 Craghead, Alexander Citizen Jan-08 Dec-08 Ellis-Gaut, Alice Citizen Aug-05 Dec-08 - Hughes, Ralph Citizen Aug-05 Dec-09 - Lily, Lilly Citizen Aug-05 Dec-09 Murphy, Thomas Citizen Jan-08 Dec-09 Shearer, Elise Citizen Jan-08 Dec-10 - Committee for Citizen Involvement - The Tigard CCI reviews the form and process of the City's communications with City - residents to improve those communications and to encourage City residents to be more - involved with City affairs. Original Term Members A1212ointment Expires Caffall, Rex Citizen May-06 Jan-09 - Carver, Sue Citizen May-04 Jan-09 Christopher, Basil Citizen May-04 Jan-09 Froude, Bev Citizen May-04 Jan-09 Levear, Karen Citizen May-08 Jan-09 - Yost, Stacie Citizen May-04 Jan-09 Adriano, Stacy At-large youth member Anda, Patricia At-large member Boyce, Myrna At-large member - Islas, Alma At-large member Jelinek, Gary At-large member Backardjieva, Rumiana-Alternate Whitney, Paul-Alternate - Appendix Page 402 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Advisory Committees - Library Board - The Library Board consists of seven citizen members appointed by the City Council to serve four year terms. The Board advises the City Manager and City Council on matters related to Library operations. - Original Term - Members Appointment Expires Burke, David Citizen May-04 Jun-09 Heath, Richard Citizen Jul-07 Jun-11 - Kelly, Brian Citizen Jul-04 Jun-08 - Lavear, Karen Citizen Jul-06 Jun-11 Libert, Scott Citizen Jul-06 Jun-10 Nguyen, Cecilia. Citizen Jul-05 Jun-09 - Thenell, Jan Citizen Jul-01 Jun-09 - Vasicek, Jennifer-Alt Citizen Jul-07 Jun-09 Park and Recreation Advisory Board - The Park and Recreation Advisory Board consists of seven voting members, two ex-officio - members, and one Youth Advisory Council representative. One ex-officio member represents the Tigard Planning Commission and one represents the Tigard-Tualatin School District 23-J. The Board advises Tigard City Council on matters pertaining to the creation, operation, and maintenance of recreation facilities under the jurisdiction of the City. - Original Term - Members Appointment Expires Albertson, Barry (ex-officio) Citizen Oct-03 Dec-08 Ashley, Jason Citizen Sep-03 Dec-10 - Bernhard DC, Scott Citizen Jul-03 Dec-10 - Davies, Brian Citizen Mar-05 Jun -11 Freudenthal, Michael Citizen Jul-03 Dec-09 Leinberger, Kim Citizen Jan-08 Jun -11 - Lethbridge, Holly Citizen Jan-08 Jun -11 - Rogers, Jason Citizen Jan-08 Jun -11 Swanson, Trish Citizen Mar-05 Dec-09 - Appendix Page 403 City of Tigard 2008-2009 Fiscal Year Annual Budget - Advisory Committees Planning Commission - The Planning Commission consists of nine citizen members, appointed by the City Council to serve four year terms. The Commission's responsibilities include assisting the City Council to develop, maintain, update, and implement the City Comprehensive Plan; to formulate the City Community Investment Program; and to review and take action on - development projects and Development Code provisions delegated to the Commission. - Original Term Members Appointment Expires Anderson, Tom Citizen Jan-07 Dec-09 - Caffall, Rex Citizen Dec-07 Dec-11 - Carroll, Sondra-Alt. Citizen Dec-05 Dec-09 Doherty, Margaret Citizen Jan-07 Dec-10 Fishel, Karen Citizen Apr-07 Dec-08 - Hasman, Stuart Citizen Dec-07 Dec-11 - Inman, Jodie Citizen Dec-01 Dec-09 Muldoon, Matthew Citizen Mar-07 Dec-08 Vermilyea, Jeremy Citizen Apr-06 Dec-10 - Walsh, David Citizen Aug-04 Dec-09 - Tree Board The Tree Board was established by City Council resolution. The Board consists of up to seven members, who are appointed by the City Council for two or four year terms. The role - of the Board is to act as a voice for Tigard citizens regarding urban forestry issues. The Tree - Board is active in participating in numerous aspects of the Urban Forestry program such as reviewing tree planting, maintenance, and removal requirements; assisting in developing and updating a street tree inventory; creating an Urban Forestry Management Plan; and working with the City Forester in selecting tree species for plantings. on public property. - original Term - Members Appointment Expires Callan, Rob Citizen Apr-03 May-09 Clemo, Matt Citizen Apr-07 Apr-11 • Gillis, Janet Citizen Apr-03 Apr-11 Horlings, Kandace Citizen Apr-07 Apr-11 Richards, Dale (2nd alternate) Citizen Apr-07 Apr-08 Sizemore, Dennis Citizen May-06 May-10 - Tycer, Tony Citizen Mar-06 May-09 - Walsh, David (Planning Comm Liaison) Appendix Page 404 - City of Tigard - 2008-2009 Fiscal Year Annual Budget - Advisory Committees - Youth Advisory Council - The Youth Advisory Council was formed to empower, improve and conect the lives of Tigard's Youth. Original Term - Members Appointment Expires - Boudreau, Ben Member NA NA Carsh, Alexander Member NA NA Hill, Alex Member NA NA - LeBrun, MacKenzie Member NA NA - Love, Kelsee Member NA NA Luangrath, Narintohn Member NA NA Olson, Hannah Member NA NA - Ross, Erryn Member NA NA - Saddler, Lauren Member NA NA Sweet, Melissa Member NA NA Tan, Sidney Member NA NA - Walsh, Ian Member NA NA - Walsh, Sarah Member NA NA Williams, Rob Member NA NA - Appendix Page 405 City of Tigard - 2008-2009 Fiscal Year Annual Budget - Staffing Summary Actual Actual Revised Proposed Approved Adopted 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 - City Administration City Administration - City Management 3.80 3.80 4.80 5.30 5.30 5.30 - Human Resources 4.00 4.00 4.00 5.00 5.00 5.00 Risk Management 2.00 2.00 2.00 2.50 2.50 2.50 Office Services 7.30 7.30 7.50 4.50' 4.50 4.50 - Municipal Court 3.00 3.00 3.25 3.25 3.25 3.25 - City Recorder/Records 3.00 3.00 3.00 Total City Administration 20.10 20.10 21.55 23.55 23.55 23.55 Financial & Information Servic Financial & Information Servic 3.00 3.00 3.00 3.00 3.00 3.00 - Financial Operations 10.80 10.80 12.00 5.50 5.50 5.50 - Utility Billing 6.50 6.50 6.50 Information Technology 8.00 8.00 7.00 7.00 7.00 7.00 - Total Financial & Information Sen 21.80 21.80 22.00 22.00 22.00 22.00 - Total City Administration 41.90 41.90 43.55 45.55 45.55 45.55 - Community Development - Community Development - Community Development Administ 3.00 2.00 2.00 3.00 3.00 3.00 Building Inspections 18.80 19.80 18.80 17.80 17.80 17.80 Current Planning 8.20 8.20 10.20 10.20 10.20 10.20 - Long Range Planning 7.00 7.00 7.00 7.00 7.00 7.00 Capital Construction & Transpo 15.50 10.50 10.50 10.50 10.50 10.50 Development Engineering 5.00 5.00 5.00 5.00 5.00 - Downtown Redevelopment 1.00 1.00 1.00 1.00 1.00 - Total Community Development 52.50 53.50 54.50 54.50 54.50 54.50 - Community Services Police Police Administration 3.00 3.00 3.00 3.50 3.50 3.50 Police Operations 49.00 50.00 52.00 54.00 54.00 54.00 - Police Support Services 26.00 27.00 34.50 35.50 35.50 35.50 - Total Police 78.00 80.00 89.50 93.00 93.00 93.00 Library Library Administration 3.30 3.30 3.30 3.30 3.30 3.30 Reader Services 12.20 12.20 15.20 15.70 15.70 15.70 . Library Technical Services 5.70 6.20 7.40 7.40 7.40 7.40 Library Circulation 12.00 12.50 15.00 15.50 15.50 15.50 Total Library 33.20 34.20 40.90 41.90 41.90 41.90 Total Community Services 111.20 114.20 130.40 134.90 134.90 134.90 Public Works - Public Works - Appendix Page 406 City of Tigard - 2008-2009 Fiscal Year Annual Budget Staffing Summary Actual Actual Revised Proposed Approved Adopted - 2005-06 2006-07 2007-08 2008-09 2008-09 2008-09 Public Works Administration 7.60 7.60 8.85 8.85 8.85 8.85 - Parks and Grounds 10.75 10.75 9.75 9.75 9.75 9.75 Street Maintenance 7.00 7.00 7.00 7.00 7.00 7.00 Fleet Maintenance 2.50 2.50 2.50 2.50 2.50 2.S0 - Property Management 3.25 3.25 3.25 4.25 4.25 4.25 • Water 16.50 17.30 16.30 16.30 16.30 16.30 Sanitary Sewer 7.25 7.35 7.35 5.35 5.35 5.35 - Stormwater 7.25 6.35 6.10 7.10 7.10 7.10 - Total Public Works 62.10 62.10 61.10 61.10 61.10 61.10 - Total All Program: 267.70 271.70 289.55 296.05 296.05 296.05 - 'appendix Page 407 City of Tigard 2008-2009 Fiscal Year Annual Budget Management/ Supervisory Confidential Group - Effective dhrough June 30, 2008 - Range Category Classification Title Pay Range - 32 113 Confidential Administrative Spec I Monthly 2,250 3,()17 - (City Administration) hourly 12.98 17.41 Annually 27,00() 36,204 38 1y13 Confidential Administrative Spec 11 Monthly 2,610 3,501 (City Administration) Hourly 15.06 - 20.20 - Annually 31,320 - 42,012 41 113 Human Resources Assistant Monthly 2,812 - 3,766 Hourly 16.22 - 21.73 - Annually 33,744 - 45,192 - 44 IN 13 Confidential Executive Assistant Monthly 3,033 - 4,064 M3 Library Volunteer Coordinator Hourly 17.50 - 23.45 - M3 Library Technical Services Coordinator Annually 36,396 - +8,?6 s 45 M3 Payroll Specialist Monthly 3,1 1( ( 4,168 ~ N13 Executive Assistant to City Administration Hourly 17.96 24.05 1\13 Risk Technician Annually 37,320 - 50,016 - 46 N13 Assistant Planner Monthly 3,191 - 4,276 - N13 Program Assistant Hourly- 18.41 - 24.67 ~ Annually 38,292 - 51,312 ~ 47 N13 Buyer Monthly 3,277 - 4,390 - N12 Circulation Supervisor Hourly 18.91 - 25.33 N13 Communications/ Graphic Designer Annually 39,324 52,680 49 N13 Micro Computer Support Technician Monthly 3,443 4,608 - 1\12 Building Division Services Coordinator Hourly 19.86 - 26.58 Annually 41,316 - 55,296 50 M2 Readers Services Specialist Monthly 3,529 - 4,730 - M3 Police Records Supervisor Hourly 20.36 - 27.29 - N13 Program Development Specialist Annually 42,348 56,760 52 N13 Associate Planner Monthly 3,712 4,975 - M3 Fleet Services Coordinator Hourly 21.42 - 28.70 - N13 Facilities Services Coordinator Annually 44,544 59,700 M3 Accountant 1\12 Library Technical Services Specialist - N13 Administrative Services Coordinator • NO Contracts /Purchasing Specialist Appendix Page 4118 • Raii c Catcgo r\ (aa sitic;iti~>n l itlc 1'a\ Rank 53 M3 Human Resources Analyst Monthly 3,807 5,106 - Hourly 21.96 29.46 - Annually 45,684 - 61,272 54 M3 Wastewater Operations Supervisor Monthly 3,909 5,238 - M3 Water Operations Supervisor Hourly 22.55 30.22 - M3 Grounds Supervisor Annually 46,908 - 62,856 M3 Street Supervisor M3 Police Systems Specialist - M2 Library Services Supervisor M3 GIS Coordinator 55 N13 City Surveyor Monthly 4,006 5,371 - Hourly 23.11 30.99 Annually 48,072 - 64,452 5)6 N13 Senior Accountant Monthly 4,109 5,510 M3 Senior Planner Hourly 23.71 31.79 M3 Management Analyst Annually 49,308 - 66,120 - 57 N12 Senior Human Resources Analyst Monthly 4,213 - 5,645 X12 City Recorder Hourly 24.31 32.57 Annually 50,556 - 67,740 - 58 M2 Project Engineer Monthly 4,324 - 5,795 M3 Rights of Way Administrator Hourly 24.95 - 33.43 M3 Accounting Supervisor Annually 51,888 - 69,540 - 59 M2 Plans Examination Supervisor Monthly 4,432 - 5,940 M2 Principal Planner Hourly 25.57 - 34.27 Annually 53,184 71,280 60 N12 Senior Management Analyst/Risk Monthly 4,548 6,092 M2 Inspection Supervisor Hourly 26.24 35.15 - M3 WEB Administrator Annually 54,576 73,104 - 113 Network Administrator 1\13 Computer Support Coordinator M2 Police Business Specialist - M2 Police Business Manager 61 N12 Planning Manager Monthly 4,663 6,250 - M2 Budget & Financial Operations Manager Hourly 26.90 - 36.06 - M2 Public Works Manager Annually 55,956 75,000 M2 Utility Division Manager M2 Parks and Facilities Manager - M2 Administrative Services Manager - M2 Library Division Manager - %ppendix Pagc 409 Rang(- Catcg<>rv ( aassific;itioti I irlc I'a~ Rangr 100 M3 Police Sergeant Monthly 4,798 6,43(( Hourly 27.68 37.10 - Annually 57,576 77,160 - 64 112 Engineering Manager Monthly 5,033 6,744 Hourly 29.04 38.91 Annually 60,396 80,928 66 N12 Building Official Monthly 5,295 7,095 Hourly 30.55 40.93 Annually 63,540 85,140 - 106 N12 Police Lieutenant Monthly 5,527 7,407 ~ Hourly 31.89 42.73 - Annually 66,324 88,881 - 68 M2 Assistant Public Works Director Monthly 5,568 7,46() M2 Capital Construction and Transportation Engineer Hourly 32.12 43.04 - M2 Assistant Community Development Director Annually 66,816 89,524 0 M2 Human Resources Director Monthly 5,858 7,849 1N12 Information Technology Manager Hourly 33.80 45.28 . Annually, 7(),296 94,188 109 M2 Police Captain Monthly 5,910 7 920 Hourly 34.10 45.69 . Annually 70,920 - 95,040 2 M1 Public Works Director Monthly 6,162 8,256 M1 Director of Community Development Hourly 35.55 47.63 - M1 Director of Library Services Annually 73,944 99,072 M1 Financial and Information Services Director - M1 Assistant City Manager - 112 M2 Assistant Police Chief Monthly 6,519 8,732 Hourly 37.61 50.38 - Annually 78,228 104,784 114 Ml Police Chief Monthly 6,844 9,169 Hourly 39.48 52.90 Annually 82,128 - 110,028 Appendix Page 410 City of Tigard - 2008-2009 Fiscal Year Annual Budget - Tigard Police Officers Association Effective through June 30, 2008 Range Classification Title Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 450 Police Records Specialist Monthly 2,809 2,951 3,099 3,254 3,414 3,586 - Detective Secretary Hourly 16.21 17.03 17.88 18.77 19.70 20.69 Annually 33,708 35,412 37,188 39,048 40,968 43,032 454 Property Evidence Clerk Monthly 3, 10 3,264 3,429 3,6()l 3,782 3,971 Senior Records Clerk Hourly 17.94 18.83 19.78 20.78 21.82 22.90 Community Service Annually 37,308 39,168 41,148 43,212 45,384 47,640 - Officer 350 Police Officer Monthly 3,885 3,986 4,195 4,413 4,649 4,880 - Hourly 22.41 23.00 24.20 25.46 26.82 28.15 - Annually 46,620 +7,832 50,340 52,956 55, 7 88 58,56() i - Appendix Pagc 411 City of Tigard 2008-2009 Fiscal Year Annual Budget Oregon Public Employees Union Salary Schedule - Effective through June 30, 2008 - Range Classification Title Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 186 Library Aide Monthly 1,547 1,624 1,705 1,791 1,880 1,974 2,073 Hourly 8.93 9.37 9.84 10.33 10.85 11.39 11.96 Annually 18,564 19,488 20,460 21,492 22,560 23,688 24,876 200 Administrative Specialist I Monthly 2,205 2,316 2,431 2,554 2,683 2,812 2,951 Hourly 12.72 13.36 14.03 14.73 15.48 16.22 17.03 Annually 26,460 27,792 29,172 30,648 32,196 33,744 35,412 201 Accounting Assistant I Monthly 2,261 2,372 2,493 2,615 2,746 2,884 3,030 - Building Maintenance Technician I Hourly 13.04 13.68 14.38 15.09 15.84 16.64 17.48 - Annually 27,132 28,464 29,916 31,380 32,952 34,608 36,360 - 202 Utility Worker I Monthly 2,318 2,433 2,556 2,685 2,818 2,959 3,106 ~ IIourly 13.37 14.04 14.75 15.49 16.26 17.07 17.92 - Annually 27,816 29,196 30,672 32,220 33,816 35,508 37,272 - 204 Library Assistant Monthly 2,432 2,555 2,683 2,816 2,956 3,103 3,258 H ourly 14.03 14.74 15.48 16.25 17.05 17.90 18.80 Annually 29,184 30,660 32,196 33,792 35,472 37,236 39,096 206 Administrative Specialist II Monthly 2,564 2,693 2,829 2,970 3,119 3,275 3,436 PBX Operator Hourly 14.79 15.54 16.32 17.13 17.99 18.89 19.82 Microcomputer Support Assistant Annually 30,768 32,316 33,948 35,640 37,428 39,300 41,232 207 Accounting Assistant 11 Monthly 2,630 2,760 2,898 3,043 3,195 3,355 3,524 - Hourly 15.17 15.92 16.72 17.56 18.43 19.36 20.33 - Annually 31,560 33,120 34,776 36,516 38,340 40,260 42,288 208 Senior Library Assistant Monthly 2,692 2,827 2,969 3,118 3,274 3,436 31607 Hourly 15.53 16.31 17.13 17.99 18.89 19.82 20.81 Annually 32,304 33,924 35,628 37,416 39,288 41,232 43,284 - 209 Building Maint. Technician II Monthly 2,768 2,906 3,050 3,204 3,364 3,532 3,708 - Engineering Technician I Hourly 15.97 16.77 17.60 18.48 19.41 20.38 21.39 - Maintenance Services Technician Annually 33,216 34,872 36,600 38,448 40,368 42,384 44,496 - 210 Information Processing Tech. Monthly 2,839 2,980 3,132 3,287 3,453 3,621 3,804 Senior Administrative Specialist Hourly 16.38 17.19 18.07 18.96 19.92 20.89 21.95 - Utility Worker II Annually 34,068 35,760 37,584 39,444 41,436 43,452 45,648 - 211 Senior Accounting Assistant Monthly 2,911 3,056 3,210 3,371 3,539 3,714 3,902 Hourly 16.79 17.63 18.52 19.45 20.42 21.43 22.51 Annually 34,932 36,672 38,520 40,452 42,468 44,568 46,824 . Appendix Page 412 Raugc (;la~:iticati,n I'itlc ~trp 1 titep 2 Step 3 ti1c1) a itch > titcj) 6 Stele 7 212 Administrative Assistant Monthly 2,985 3,132 3,290 3,455 3,627 3,807 3,999 - hourly 17.22 18.07 18.98 19.93 20.93 21.96 23.07 Annually 35,820 37,584 39,480 41,460 43,524 45,684 47,988 213 Hansen Sofm-are Specialist Monthly 3,062 3,216 3,377 3,545 3,720 3,909 4,104 - Mechanic Hourly 17.67 18.55 19.48 20.45 21.46 22.55 23.68 Network Assistant Annually 36,744 38,592 40,524 42,540 44,640 46,908 49,248 Permit Coordinator - Permit Tech-Building - Permit Tech-Planning/Eng. Senior Building Maint. Tech Water Works Inspector 214 Senior Utility Worker Monthly 3,138 3,296 3,460 3,634 3,813 4,005 4,204 WaterQuality Program IIourly 18.10 19.02 19.96 20.97 22.00 23.11 24.25 Coordinator - Annually 37,656 39,552 41,520 43,608 45,756 48,060 50,448 215 Code Compliance Specialist Monthly 3,224 3,384 3,555 3,731 3,917 4,113 4,317 Engineering Technician II Hourly 18.60 19.52 20.51 21.53 22.60 23.73 24.91 GIS Technician Annually 38,688 40,608 42,660 44,772 47,004 49,356 51,804 - Inspector I - Librarian 219 Network Technician Monthly 3,564 3,744 3,930 4,126 4,333 4,551 4,778 - Senior Engineering Technician Hourly 20.56 21.60 22.67 23.80 25.00 26.26 27.57 - Senior Librarian Annually 42,768 44,928 47,160 49,512 51,996 54,612 57,336 220 Plans Examiner Monthly 3,659 3,843 4,033 4,234 4,445 4,668 4,900 - Hourly 21.11 22.17 23.27 24.43 25.64 26.93 28.27 Annually 43,908 46,116 48,396 50,808 53,340 56,016 58,800 221 Inspector 11 Monthly 3,752 3,941 4,136 4,343 4,560 4,789 5,028 Hourly 21.65 22.74 23.86 25.06 26.31 27.63 29.01 Annually 45,024 47,292 49,632 52,116 54,720 57,468 60,336 223 Engineering Constnlction Inspector Monthly 3,945 4,141 4,349 4,567 4,795 5,034 5,285 Seluor Network Technician Hourly 22.76 23.89 25.09 26.35 27.66 29.04 30.49 Annually 47,340 49,692 52,188 54,804 57,540 60,408 63,420 224 Senior Plans Examiner Monthly 4,046 4,249 4,462 4,685 4,920 5,164 5,421 - Hourly 23.34 24.51 25.74 27.03 28.38 29.79 31.28 - Annually 48,552 50,988 53,544 56,220 59,040 61,968 65,052 - 225 Senior Inspector Monthly 4,151 4,357 4,573 4,801 5,042 5,297 5,562 - Hourly 23.95 25.14 26.38 27.70 29.09 30.56 32.09 Annually 49,812 52,284 54,876 57,612 60,504 63,564 66,744 - Appendix Page 413 i 1t t • • • • • • • • • • • • • T I GARD' • • • CITY OF TIGARD • • SETTING THE STANDARD FOR SERVICE • EXCELLENCE • • We are committed to: • • PARTICIPATION • Citizens and employees working together • INNOVATION • Consider and respect ideas • RESPONSIVENESS • Accurate and timely • • COMMUNICATION • Open and clear • COURTESY • To all • • • • •