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City of Tigard Budget - FY 1994-1995 CITY OF TIGARD OREGON 1 1 ADOPTED BUDGET i i i Fiscal year 1994/95 1 13125 S,JV Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772 - 1 1 1 1 1 1 1 1 1 1 1 1 1 i Printed on Recycled Paper r r CITY OF TIGARD, OREGON 1 1994/95 Adopted Budget r BUDGET COMMITTEE Floyd Bergmann Mayor John Schwartz George Burgess Councilor Ken Scheckla Judy Christensen Councilor Wendi Conover Hawley Deborah Hinton Councilor Paul Hunt Phil Westover Councilor Bob Rohlf CITY STAFF City Administrator Patrick J. Reilly Maintenance Services Director Ed Wegner Library Director Kathy Davis Chief of Police Ron Goodpaster City Engineer Randall Wooley Finance Director Wayne Lowry City Recorder Cathy Wheatley Human Resources Director Janice Deardorff Risk Manager/Management Analyst Loreen Edin City Attorney O'Donnell, Ramis, Crew & Corrigan GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished # Budget Presentation # Award PRESENTED TO City of Tigard, Oregon For the Fiscal Year Beginning July 1, 1993 President Executive Director The Government Finance Officers Association of the United States and Canada (GFOA) presented an award for Distinguished Budget Presentation to the City of Tigard for its annual budget for the fiscal year beginning July 1, 1993. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan and as a communications medium. The award is valid for a period of one year only. We believe our current budget continues to conform to program requirements and we are submitting it to GFOA to determine its eligibility for another award. 1 City of Tigard, Oregon CITY OF TIGARD Budget Message OREGON Included is the adopted budget for the City of Tigard for fiscal year 1994-95. The financial plan I am submitting provides for the continuance of existing service levels with no new major service initiatives. The adopted budget is, however, quite remarkable. For the first time in our history, we are in the water business having assumed responsibility for this service effective January 1, 1994. The City now provides water for two-third of the community, with the remainder still served by a separate water district. Under contract, the City also provide water to the cities of King City and Durham and certain unincorporated areas. A separate fund has been established and the revenues and expenditures associated with this service are reflected herein. OVERVIEW The City is in excellent fiscal condition, having implemented over time, a conservative fiscal philosophy. All fiscal decisions are examined from a long-term perspective. All staffing decisions are carefully made and each position vacated is scrutinized as to need. We have utilized technology to gain efficiencies. We have tried to examine not only how we do things, but also what we do, trying to balance the needs of our community and our resources. We endeavor to be business-like in our practices. The adopted 1994-95 operating budget is $15,150,365 (including water), an increase of 30/6. Wages and benefits account for 63%, lower than preceding years because of water production costs. For the first time in five years, I propose an increase in the overall staffing level. As you know, we have operated with 1 the same total number of full-time employees (FTE) for four years. Since the cap's inception, our residential population has grown over 20%. Our daytime population continues to grow due to the record pace of commercial development. My staffing proposals reflect the growing population and are necessary to maintain current service levels. Please be assured that regardless of the total number of staff, we will continue to review each position as it becomes vacant. We will employ the practices associated with the administration of the staffing cap. GENERAL FUND The City, as a general purpose government, operates a series of funds, each with a purpose. The largest fund is the General Fund, which at $9,323,229 accounts for 61% of the total operating budget. The proposal reflects an increase of 11.5% above 1993-94 adopted budget levels. Property taxes (the tax base), development-related revenues, franchise fees and our share of the county-wide library levy account for over 80% of total general-fund revenues. Exclusive of contingency, the plan calls for the use of 1% of our general fund reserve of $3 million to balance the budget. The projected fund balance for June 30, 1995, $2,240,600, still enables us to maintain our commitment to the five-year plan we developed in 1990. We even assume the loss of state-shared revenues effective with fiscal year 1995-96. The fact of the matter is, we are better off as we conclude the third year of our five-year plan than we anticipated. My staffing proposals do not jeopardize our five-year commitment. The General Fund finances Police, Library, and Park Maintenance Services. Proportional to the related activities, and thus to varying degrees, the General Fund supports Planning, Building Inspection, Engineering, Finance, Property Management, and City Administration. 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772 General Fund services, such as Police and Library, are labor intensive (eg. wages and benefits: Police, 80%; Library, 75%). Demand for most General Fund services, such as Police and Library, are population sensitive. As the population grows, so does the corresponding demand for police and library services. For example, calls for police services since 1989-90 have increased from 34,412 to 51,127 (projected) in 1994-95, an increase of 49%. Library circulation has increased from 282,814 to 664,827, or 135% for the same time period. During the past several years, we have employed workload management techniques and applied technology to assist us, but additional staffing is still required. With this budget proposal, I am asking for four additional police positions (3 sworn and 1 civilian) and one and one-half library positions. All but two of the new positions will be filled from within the cap, through redirecting resources. I am also proposing the establishment of a new electrical inspector position, which will be financially self-sufficient and two additional building inspectors to keep up with record building activity. When building activity ebbs, the building inspector positions will be eliminated. We have established inspection workload measures to determine needed staff levels. The electrical position will be established in the final quarter of 1994-95, but we will not be able to implement the electrical inspection program until 1995-96 upon State authorization. Ultimately there will be a separate electrical inspection fund. SANITARY AND STORM SEWER FUNDS Sanitary and storm sewer funds are financially sound, operating with revenues authorized by the Unified Sewerage Agency (USA). As a consequence of this financial arrangement, each function has precise performance standards, developed in concert with USA, which must be met. We are proud of the excellent reputation our maintenance program has earned county-wide. WATER FUND The water fund is new to the City. The fund is in good shape and, as such, there is no adopted rate increase. Efforts are underway to integrate all functions of what was an independent agency with redundant capabilities into the City. Per this proposal, we have reduced water fund operating expenses by $350,000 or almost 10%, due to our consolidation efforts. Continuation of this consolidation remains a high priority for staff, and we are confident that further efficiency gains are possible. GAS TAX FUND Gas Tax is a special revenue designated for street-related activities. Incoming revenues and operating expenditures are about the same. Of the $1,912,000 in total resources, 17% is expended on street lighting and 40% is spent on routine maintenance activities. The remainder is committed to our street capital maintenance program. Although the remaining $724,000 seems like a lot of money, it simply isn't. As our community ages, so does our street system. Although no recommendation as to specific revenue sources is contained in this message, I believe that there is need for greater resources for street maintenance than we have available. CAPITAL IMPROVEMENT PROGRAM Concurrent with this submittal, a seven-year capital improvement planning (CIP) effort is underway. Dollars are shown appropriated with this proposal, while project determination is still being made. The Planning Commission will recommend to the City Council a multi-year CIP, probably in July. CONCLUSION In closing, I thank the community for its support. It is important to recognize the efforts of an excellent staff, dedicated to providing the best possible public service. I thank them for their support and involvement in developing the budget. atrick J. ly , city Administrator ' 1994/95 Adopted Budget City of Tigard, Oregon TABLE OF CONTENTS Page No BUDGET INFORMATION Readers Guide to the City of Tigard Budget Document 1 1994/95 Budget Process 2 Budget Amendment Procedures 2 City Information 4 Organization Structure 5 Fiscal Policies 5 Property Tax Summary 8 Measure Five 9 Tax Base History 10 ' Assessed Valuation 11 Program Budget Matrix 12 Combined Statement of Revenues, Expenditures & Changes in Fund Balance/ Retained Earnings: Governmental Funds 15 Special Revenue Funds 16 Proprietary Funds 17 General Fund - Five Year Budget Projection Summary 18 FUND REVENUE Revenue Summary 20 General Fund 22 Enterprise Funds: 26 Sanitary Sewer Fund 27 Storm Sewer Fund 28 Water Fund 29 Special Revenue Funds: 30 Criminal Forfeiture Fund 32 State Gas Tax Fund 32 County Gas Tax Fund 33 Water Quality/Quantity Fund 33 Traffic Impact Fee 34 Underground Utility Fund 35 Water SDC Fund 35 Parks SDC Fund 36 Electrical Inspection Fund 36 1994/95 Adopted Budget City of Tigard, Oregon TABLE OF CONTENTS Page No Debt Service Funds: 37 General Obligation Debt Service Fund 29 Bancroft Bond Debt Service 40 Certrficates Of Participation 40 Escrow Account 41 Capital Projects Funds: 42 ' Special Assessment CIP Fund 43 Road Bond Capital Improvements Fund 43 Park Levy CIP Fund 44 , Library Expansion Improvement 44 Bull Mountain Road Improvement Fund 45 Water Capital Reserve Fund 45 PROGRAM EXPENDITURES Organization Chart 46 Program Budget Organization 47 Expenditure Summary by Program 50 Operating Budget History 51 Total Operating Budget 52 Community Services Program (1000) 53 Police: Summary 55 Administration 56 Operations 58 Investigations 60 Support Services 62 Traffic 64 library Services Summary 66 Administration 67 Readers Services 69 Technical Services 71 Circulation 73 Social Services 75 Parks Maintenance 76 ' 1994/95 Adopted Budget City of Tigard, Oregon TABLE OF CONTENTS Page No Field Operations (2100) Summary 77 Administration 80 Sanitary Sewer 82 Storm Sewer 84 Street Maintenance 86 Shops & Services 88 ' Property Management 90 Water 92 Development Services (2200) 94 Community Development: Summary 96 Administration 97 Building Inspection 99 Current Planning 101 ' Advance Planning 103 Engineering 105 Street Lighting/Signals 107 Policy and Administration Program (3000) 109 City Administration: Summary 111 Mayor & City Council 112 City Administration 112 Human Resources 115 Risk Management 117 Computer Systems 119 Finance: Summary 121 Finance 122 Accounting/Purchasing 124 Administrative Services: Summary 126 Office Services 127 Records 129 1 Municipal Court 131 General Government Program (4000) 124 Summary 133 City Wide Support 135 City Attorney 136 1994/95 Adopted Budget City of Tigard, Oregon TABLE OF CONTENTS Page No Debt Service Program (5000) 137 Capital Project Program (6000) 144 Contingency/Reserves Program (7000) 148 Appendix Glossary of Budget Related Terms 149 Advisory Committee Members 153 Staffing Summary 155 Salary Schedules: Management/Professional Group 156 Tigard Police Officers Association (TPOA) 157 Oregon Public Employees Union (OPEU) 158 Schedule of Capital Equipment 159 City Map 165 s Budget Information ' 1994/95 Adopted Budget City of Tigard, Oregon Readers Guide to the City of Tigard Budget Document The budget document describes how the City of Tigard's government plans to meet the needs of the community and is a resource for citizens interested in learning more about the operation of their City government. The City of Tiigard's budget document is divided into four major sections as outlined below: Budget Information The Budget Information section describes the program budget matrix and process and details budget policies established by City Council and the Budget Committee. Also included are graphs and tables detailing the history of property tax rates and levies and financial statements for the various funds showing projected ending fund balances. The accounts of the City are organized on the basis of funds and account groups, each of which is considered to be a separate accounting entity. The operations of each fund are accounted for by providing a separate set of self-balancing accounts, which comprise its assets, liabilities, fund equity, revenues and expenditures which are segregated for the purpose of carrying on specific activities or attaining certain objectives. The City utilizes the modified accrual basis of accounting, for governmental fund types, and the accrual basis of accounting, for proprietary fund types, for both financial reporting and budgeting. Under the modified accrual basis of accounting, revenues are recognized in the accounting period in which they become both measurable and available and expenditures are recorded at the time liabilities are incurred. Under the accrual basis of accounting, revenues are recorded at the time they are earned and ' expenses are recorded at the time liabilities are incurred. The basis of accounting described above are in accordance with generally accepted accounting principles. Fund Revenue The fund revenue section provides summary and detail information about each fund and revenue source. I Program Expenditures The Program Expenditures section includes an organizational chart of City Government, adopted appropriations and explanatory material for each budget unit within each department. Program goals and objectives, as well as performance measures, are provided for each budget unit with summaries for each program. Appendix The Appendix section contains a variety of other budget related information to assist the reader's understanding, such as salary schedules, staffing summary and glossary of terms used in the budget. Also included, is a schedule of capital equipment and a listing of various and committee members. t 1994/95 Adopted Budget City of Tigard, Oregon 1994/95 Budget Process The Budget Process followed in the preparation of this budget complies with local budget law established by the State of Oregon. The process and calendar of events leading up to adoption of this budget are as follows: January • Department managers begin assembling budget requests for review by the Finance Director. February • Requested budgets for each budget unit are submitted to the Finance Director along with supporting documentation. • Finance Director prepares revenue estimates for coming year. April Balanced requested budget is submitted to the City Administrator. Budget negotiations between Department Directors, City Administrator and Finance Director take place. May City Administrator proposed budget is submitted to the Budget Committee for deliberation. Several public meetings are held, after which, the proposed budget as amended is approved by the Budget Committee. • The approved budget is available for public review once the document has been submitted to the budget committee. 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. July Adopted budget becomes effective. Oregon local budget law allows public input and participation throughout the process. All Budget Committee meetings are open to the public and are advertised as such. Advertisement of the public hearing prior to City Council adoption includes a summary of the budget as approved by the Budget Committee. The adopted budget submitted to the Budget Committee in May and the approved budget submitted to the City Council in June are available to the public prior to such meetings. Budget Amendment Procedures Oregon local budget law sets forth procedures to be followed to amend the budget as events occur after budget adoption. The type of events determine the procedures to be followed. The adopted budget appropriates certain funds for contingencies in each fund to be used at the discretion of the governing body. Contingencies in each fund can only be appropriated for specific unforeseen events by approval of a resolution by City Council. Specific appropriations of contingencies may include funding for service level policy changes, unforeseen catastrophic events or redirection of resources. 2 , ' 1994/95 Adopted Budget i Local budget law provides that certain other budget changes may be made by the governing body without budget committee action. Such changes include: • Award of a grant for a specific purpose. • Refunds of prior expenditures. • Voter approved bond sales. • Expenditure of special assessments. • Expenditure of insurance proceeds. Most other budget changes after budget adoption require a supplemental budget. A supplemental budget can be acted ' on by City Council at a regularly scheduled meeting. If, however, the supplemental budget includes any changes greater than 10% in any fund, the supplemental budget must be published prior to the meeting. If, at least ten taxpayers request, in writing, within ten days of the notice, the Council must refer the supplemental budget to the Budget Committee prior to consideration and action. The Council typically considers a supplemental budget each year in January to recognize audited beginning, July 1, fund balances and any changes in revenue expectations. The Council also considers additional appropriations to deal with unexpected events. THE BUDGET CYCLE Assemble Budget Requests ' Submit Budget Requests to Finance Director Finance Direct Prepares Revenue: Estimates Department Budget Reviews Proposed Budget to Committee Public Hearing Adopted Budget Goes into Effect Budget Monitoring JANUARY FEBRUARY MARCH APRIL MAY JUNE JULY 3 1 1994/95 Adopted Budget City of Tigard, Oregon City Information The City of Tigard is located in eastern Washington County just twelve miles southwest of Portland, Oregon. Tigard was incorporated in 1961 with a population of 1,084 and has been one of the fastest growing cities in Washington County. Tigard is the twelfth largest city in the State with a current population of approximately 33,000. Tigard's proximity to the Portland Metropolitan area provides its citizens with many diverse employment opportunities. Over 74,000 jobs are located within a ten minute drive from Tigard. The unemployment rate in the Portland , Metropolitan area was approximately 5.9 percent as of April 1994, compared to the national average of 7.0 percent. The top ten employers in the Portland Metropolitan area (as of January 1994) are: Number of Employees (full and part time) 1. US Bancorp 7,200 ' 2. Kaiser Permanente 6,500 3. Tetronix Inc. 5,800 4. Intel Corp. 5,370 5. Legacy Health System 5,327 6. Sisters of Providence Health Cae System 51100 ' 7. Freightliner Corp. 4,711 8. Consolidated Freightways 3,358 9. First Interstate Bank 3,300 10. US West 3,124 (Source: The 1994 Book of Lists by the Business Journal) 4 ' 1994/95 Adopted Budget City of Tigard, Oregon Organizational Structure The City of Tigard is governed by an elected mayor and four council members who comprise the City Council. The 1 City's Charter establishes the Council/Mayor form of government. Each member of the City Council is elected to serve a four-year term. The Mayor presides at Council meetings and is elected at-large for a four-year term. The Mayor and Council provide community leadership, develop policies to guide the City in delivering services and achieving community goals, and encourage citizen awareness and involvement. The City Council appoints the City Administrator, administrative head of the City government. The City Administrator ' is responsible for ensuring Council policies are implemented using resources appropriated by the Council to achieve desired service results in the community. The Mayor and Council are responsible for establishing City policies. City services provided are as follows: • Police • Library • Road and street maintenance and construction • Sewer and storm sewer maintenance and construction • Park facilities and maintenance • Community development activities, including the following: • Planning • Building inspection ' • Engineering • Water Fiscal 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 of services and facilities desired and needed by the public. Our purpose in establishing a formal set of fiscal policies is to ensure that the public's trust is upheld. With such fiscal policies, the City will be establishing the framework under which it will conduct its fiscal affairs, ensuring that it is and will continue to be capable of funding and providing outstanding local government services. The goals of Tigard's fiscal policies are as follows: • To enhance City Council's policy-making ability by providing accurate information on program and operating costs. - To assist sound management of the City government by providing accurate and timely information on current and anticipated financial conditions. • To provide sound principles to guide important decisions of the Council and management which have significant fiscal impact. • To set forth operational principles which minimize the cost and financial risk of local government consistent with services desired by the public. • To employ revenue policies which prevent undue or unbalanced reliance on any one source, distribute the cost 1 of municipal services fairly and provide adequate funds to operate desired programs. 5 1994/95 Adopted Budget Objectives of Fiscal Policies (cont.) • To provide and maintain essential public facilities, utilities, infrastructure, and capital equipment. • To protect and enhance the City's credit rating. ' • To insure that all surplus cash is prudently invested in accordance with the investment policy adopted by the Council to protect City funds and realize a reasonable rate of return. Revenue Policy • A diversified and stable revenue system will be maintained to shelter the government from short-run fluctuations i in any one revenue source. • One-time revenues will be used only for one-time expenditures. The City will avoid using temporary revenues to fund mainstream services. • All revenue forecasts shall be conservative. , • Regular reports comparing actual to budgeted revenues will be prepared by the Finance Department and presented to the City Administrator. • All City funds shall be safely invested to provide a sufficient level of liquidity to meet cash flow needs and to provide the maximum yield possible in that order. One hundred percent of all idle cash will be continuously invested. ' • The City will maximize utilization of user charges in lieu of property taxes for services that can be individually identified and where the costs are directly related to the level of service. User fees will be reviewed each year to ensure that related costs are recovered in accordance with City Council policy. Operating Budget Policy • Regular reports comparing actual to budgeted expenditures will be prepared by the Finance department and be distributed to the City Administrator. • Departmental objectives will be integrated into the City's annual budget and monthly departmental reports. • Before the City undertakes any agreements that create fixed costs, both operating and capital, the implications of such agreements will be fully determined for current and future years. • All non-salary benefits, such as social security, pension, and insurance, will be estimated and their impact on future budgets assessed annually. • Cost analysis of salary increases will include the effect of such increases on the City's share of related fringe benefits. • The City will annually submit documentation to obtain the Award for Distinguished Budget Presentation from the Government Finance Officer's Association (GFOA). • The operating budget will be constrained to the total increase approved by the Budget Committee and adopted by City Council. i 6 ~ 1 1994/95 Adopted Budget Capital Improvement Policy • Systems development charges (SDC's) 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. ' 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 Officer's Association (GFOA). • An independent annual audit will be performed by a public accounting firm which will issue an official opinion on the annual financial statements and management letter detailing areas that need improvements. • Full disclosure will be provided in the financial statements and bond representations. 1 • 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. 1 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-term 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. ' 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 I capacity. 7 1994/95 Adopted Budget City of Tigard, Oregon , Property Tax Summary Actual Actual Adopted Proposed Adopted 1991/92 1992/93 1993/94 Tax Information 1994/95 1994/95 ' Property Taxes ' 3,580,449 3,795,275 4,025,039 General Fund Tax Base 4,267,990 4,267,990 350,000 350,000 350,000 Parks Serial Levy 350,000 350,000 1,239,910 1,400,410 1,598,647 GO Debt Service 1,547,196 1,547,196 ' Water Debt Service 111,863 111,863 5,170,359 5,545,685 5,973,686 Total Tax Levied 6,277,049 6,277,049 Assessed Values 1,588,084,841 1,910,326,437 2,009,784,217 Beginning 2,175,661,079 2,175,661,079 ' 262,241,596 58,457,780 64,991,722 Est Market Value Increase 45,000,000 45,000,000 60,000,000 41,000,000 100,000,000 Est New Construction 80,000,000 80,000,000 885,140 Annexations 739,360 739,360 ' 1,910,326,437 2,009,784,217 2,175,661,079 Total Assessed Value 2,301,400,439 2,301,400,439 Tax Rates/$1,000 A/V 1.92 1.92 1.88 General Fund Tax Base 1.85 1.85 ' 0.19 0.18 0.17 Parks Serial Levy 0.15 0.15 0.67 0.71 0.72 GO Debt Service 0.67 0.67 Water Debt Service 0.05 0.05 , 2.78 2.81 2.77 Total Estimated Tax Rate 2.72 2.72 Est Tax per Household ' ($100,000 Avg Home) 192.00 192.00 188.00 General Fund Tax Base 185.00 185.00 ' 19.00 18.00 17.00 Parks Serial Levy 15.00 15.00 67.00 71.00 72.00 GO Debt Service 67.00 67.00 , Water Debt Service 5.00 5.00 Total Estimated 278.00 281.00 277.00 Tax per Household 272.00 272.00 8 ' 1994/95 Adopted Budget Cfty of Tigard, Oregon Measure Five July 1, 1991, a measure limiting property taxes for non school taxing jurisdictions to $10 per $1,000 of assessed value, went into effect. As a result, the combined non school rate on a taxpayers bill cannot exceed $10 per $1,000. If, ' the combined rate on a property exceeds the limit, each levy will be reduced by the Assessor on a pro rata basis so that the limit is not exceeded. As a result, measure five has potential to cause local governments to lose tax revenues. Due to the City Council's longstanding goal to keep tax rates low, Tigard is fortunate to be in the portion of the County in which the total combined non school tax rate is below the $10 limit. City property tax revenues are not expected to be significantly effected by the limitation in the near future. A comparison of Tiigard's property tax rates with surrounding cities follows: ' ~7uCp} fu:::}"y''•,.: '`~o-`.:v.:zov:: g:<::z'<j;:;:}::2:isS:':2~?Q•.`"{•:Ck~::;a:;~:>'{> . , i 1 1 1 I 1 i , 92!93 1 } 1 1 1 N r}}::}}i} t:i}lid:::: j: ~::~f:~}:•: }r . .ice rY:.. f.• . 1 1 1 1 1 91 X92 1 1 I 1 1 1 1 1 1 90191 p y ''ri:?i:t;:y:Li>;:if):}•,•:':$:vC;r?\+CiY,.} 1 1 1 1 11 Portland Sherwood Tigard ' Tualatin Beaverton Fiscal Comparison of City Property Tax Rates Year Portland Sherwood Tigard Tualatin Beaverton ' 90/91 8.80 4.40 2.77 5.38 4.67 91/92 7.96 3.45 2.76 4.68 4.05 92/93 7.34 2.57 2.80 4.46 4.06 93/94 7.22 2.28 2.77 4.22 4.03 9 1994/95 Adopted Budget City of Tigard, Oregon Tax Base History ' Property taxes are the largest source of revenue in the General Fund, accounting for nearly 45% of current revenues. The tax base can only be increased in three ways: , 1. Tax base is allowed by statute to grow at a rate of sic percent per year with budget committee approval. 2. Annexation of unincorporated areas. Prior year tax rates are applied to the assessed value of annexed area(s) to arrive at increase. , 3. Voters may elect to increase tax base. Such ballot measures can only be voted on at general elections in even numbered years. The City's tax base history is shown below: ' Property Tax Levy 4. 4 - 3. 3 , . _ 2.5- 1.5-000 1 - 0. , 0 8990 9091 91/42 9213 9354 94195 , Fiscal Year Data presented in graph on property ' Tax base increases have occurred since 1981 as follows: tax levies is as follows: Amount of Fiscal Tax Year Increase Year Levy , 89/90 2,420,865 1981 Voter approved 328,000 90/91 2,566,282 1986 Voter approved 861,000 91/92 3,580,449 ' 1987 Annexation 280,000 92/93 3,795,275 1988 Annexation 66,000 93/94 4,025,039 1991 Voter approved 860,000 94/95 4,267,990 ' 10 , 1994/95 Adopted Budget City of Tigard, Oregon Assessed Valuation Assessed values of properties in the City are determined by the Washington County Assessor at the beginning of each fiscal year, July 1. Taken into consideration are increases in assessed value due to market conditions and value of new construction. Oregon's property tax system is based on dollars levied and not tax rates, therefore increased values have the effect of lowering property tax rates, not changing the amount of taxes that can be levied. ' Assessed valuations for the past five fiscal years are presented below: ! Assessed Values i 2. 1 _ 1 - - - 1 05- ! 9091 91/92 92/93 93/94 94195 Fiscal Year Fiscal Assessed ' Year Value 90/91 1,588,084,841 91/92 1,910,326,437 92/93 2,009,784,217 93/94 2,175,661,079 94/95 2,301,400,439 11 1 (This page intentionally left blank) 1 II 1994/95 Adopted Budget City of Tigard, Oregon Program Budget Matrix 1 ' The City of Tigard budget process estimates revenues by fund and expenditures by program. As a result, there is not an obvious link between budget unit activities and sources of revenues funding those activities. The Program Budget Matrix is a tool used by the City to bring together revenues and expenditures and describe relationships between program units and various funds. The Program Budget Matrix, shown on the following pages, is designed with individual budget units and program subtotals down the left hand column. Each fund is listed across the top of the page. The proportion of each budget units' funding support is shown in the appropriate funds' column. The total for budget units and programs is shown in the far right column, and the total for each fund is shown on the total budget line in each column. Although technical in nature, the Program Budget Matrix provides the reader with a capsulized version of the budget and a wealth of other information. The Program Budget Matrix relationships are derived from historical and current work flow information. Tasks within each budget unit related to specific funding sources are estimated and the resulting ' proportion of costs are in effect charged to the appropriate fund. The relationships between funds and activities are reviewed and revised each year, as necessary. ' The Resolution to adopt the Budget for 1994/95, approved by the City Council on June 29, 1994, was substantially presented and acted on in the form of the Program Budget Matrix. The City's Budget is therefore adopted on a program by fund basis, not by line item. This method of Budget Approval meets the requirements of Oregon's Local ' Budget law and offers flexibility in the management of City operations. The unappropriated balance in the General Fund is the balance necessary to fund General Fund operations until tax revenues are received in December. According to Oregon Local Budget Law, this amount cannot be appropriated in ' the fiscal year, therefore making it available for appropriation in future years. The City uses the balance as the core reserve in the City's 5-year financial plan. 12 City Of Tigard, Oregon ' Program Budget Matrix Proposed 1994/95 Matrix General Elect Insp Sanitary Storm Water Criminal State Gas County Traffic Parks Budget Units Fund Fund Sewer Sewer Fund Forfeit Tax Gas Tax Imp Fee SD Police 4,315,734 20,100 Library 1,1 16,731 Education Services ' Social Services 54,000 Parks Maintenance 415,729 Total Community Services 5,902,194 20,100 Administration 31,283 31,283 31,283 31,283 31,283 Sanitary Sewer 324,013 Storm Sewer 295,684 ' Street Maintenance 46,110 331,940 107,319 Shops Services 66,792 14,843 14,843 12,369 14,843 Property Management 135,168 22,528 22,528 22,528 22,528 Water 2,816 952 Total Maintenance Services 233,243 392,667 410,448 2,883,132 400,594 107,319 Administration 98,997 5,823 5,823 5,823 ' Building Inspection 589,871 29,658 13,181 13,181 13,181 Current Planning 230,114 5,057 5,057 12,644 Advance Planning 289,246 Engineering 513,900 35,199 35,199 35,199 35,199 49,278 Street Lighting 330,000 Total Development Services 1,722,128 29,658 59,261 59,261 35,199 383,666 62,460 Mayor & City Council 42,276 11,089 4,161 4,161 6,242 1,422 , City Administration 218,575 57,595 21,612 21,612 32,418 7,384 Personnel 149,665 23,222 11,611 19,739 23,222 4,760 Risk Management 135,711 42,583 15,979 42,609 23,968 5,459 Computer Systems 32,920 26,968 14,398 9,005 4,502 2,251 ' Finance 60,839 47,343 24,945 16,641 12,481 4,160 Accounting 183,303 97,434 33,170 77,947 21,181 10,591 Administrative Services 402,479 19,802 18,896 7,174 Total Policy & Admin 1,225,769 326,037 144,772 198,887 124,013 36,028 Non Departmental 239,895 51,119 19,676 43,288 31,482 8,067 Total Operating Budget 9,323,229 29,658 829,083 634,156 3,160,506 20,100 939,755 151,414 62,460 , Debt Service General Capital Improv 42,986 25,000 Capital Improvements 1,500,000 1,000,000 585,400 717,443 6,586 1,678,540 723, Contingency 300,000 100,000 100,000 300,000 50,000 10,000 250,000 68, Equipment Reserves Total Budget 9,666,215 29,658 2,429,083 1,734,156 4,045,906 20,100 1,732,198 168,000 1,991,000 791,80 Total Revenue 12 240,600 30,000 3,420,000 1,996,000 6,605,020 31,100 1,744 000 168,000 1,99 1 000 791 800 Projected EFB 1994/95 2,574,385 342 990,917 261,844 2,559,114 11,000 11,802 0 0 Proposed 94/95 Revenues 9,240,600 30,000 1,420,000 896,000 3,805,020 20,100 1,544,000 150,000 1,071,000 351, Projected 94/95 Beginning Balance 3,000,000 2,000,000 1,100,000 2,800,000 11,000 200,000 18,000 920,000 440,000 Proposed Total Revenue 12,240 600 30,000 3,420,000 1,996,000 6,605,020 31,100 1,744,000 168,000 1,991,000 791 8 Due to rounding the above amounts may not agree to supporting schedules included in this document. ' 13 Undergrnd Water Water G/O Bond Bancroft Certif Escrow Bull Mtn LID Water Park Levy Total Utility Quality SDC Debt Bond Debt Of Partic Debt Serv CIP CIP CIP Reserv Improv Expend 4,335,834 ' 1,116,731 54,000 415,729 5,922,294 156,417 324,013 295,684 485,369 123,688 225,280 ' 2,816,952 4,427,403 ' 116,467 659,074 252,873 289,246 ' 703,972 330,000 2,351,632 ' 69,350 359,196 232,219 266,309 90,045 166,409 423,627 448,351 2,055,506 393,529 ' 15,150,364 1,664,416 3,673,740 346,532 5,067,380 10,752,068 67,986 35,600 101,700 1,594,250 462,000 1,130,000 648,000 112,500 10,295,819 1,178,000 ' 35,600 101,700 1,594,250 1,664,416 3,673,740 346,532 5,067,380 462,000 1,130,000 648,000 112,500 37,444,235 35,600 101,700 1,594 250 1,664,416 3,923 700 355,000 5,067,380 462,000 1,130 000 648,000 112,500 44,112,066 249,960 8,468 6,667,831 10,600 23,000 394,250 1,646,516 3,472,700 284,000 12,000 30,000 18,000 62,500 24,482,086 25,000 78,700 1,200,000 17,900 451,000 71,000 5,067,380 450,000 1,100,000 630,000 50,000 19,629,980 ' 35,600 101,700 1,594,250 1,664,416 3,923,700 355,000 5,067,380 462,000 1,130,000 648,000 112,500 44,112,066 14 1994/95 Adopted Budget City of Tigard Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance ' All Governmental Funds Estimated for Period ended June 30, 1995 Total Memorandum Only ' Special Debt Capital Adopted Adopted General Revenue Service Projects 1994/95 1993/94 ' Revenues: Taxes 4,161,900 1,890,516 60,000 6,112,416 5,664,000 ' Other Agencies 1,714,000 1,663,000 3,377,000 2,817,000 Fees & Charges 1,391,200 1,423,800 2,815,000 1,943,000 Fines 327,700 327,700 297,000 , Franchise Fees 1,506,000 1,506,000 1,348,000 Other Revenues 27,000 18,000 45,000 38,000 Use of Money & Property 112,800 507,950 52,000 44,500 717,250 728,300 Assessments 380,700 380,700 615,000 ' Total Revenues 9,240,600 3,594,750 2,323,216 122,500 15,281,066 13,450,300 Expenditures: ' Community Services 5,902,194 20,100 5,922,294 5,120,900 Maintenance Services 233,243 507,913 741,156 631,554 ' Development Services 1,722,128 475,784 2,197,912 2,021,156 Policy & Admin 1,225,769 160,041 1,385,810 1,347,798 General Govemment 239,895 39,549 279,444 231,455 ' Capital Projects 42,986 4,882,919 2,352,500 7,278,405 5,343,611 Debt Service 10,752,068 10,752,068 7,886,400 Total Expenditures 9,366,215 6,086,306 10,752,068 2,352,500 28,557,089 22,582,874 ' Other Financing Sources - Proceeds from Bonds 3,080,000 3,080,000 3,000,000 ' Total Other Financing Sources 3,080,000 3,080,000 3,000,000 (Deficiency) of revenues and other ' sources under expenditures (125,615) (2,491,556) (5,348,852) (2,230,000) (10,196,023) (6,132,574) Contingency/Equipment Reserves (300,000) (378,000) (678,000) (427,000) ' Projected Fund Balances: July 1, 1994 3,000,000 2,892,700 5,607,280 2,230,000 13,729,980 15,170,300 June 30, 1995 2,574,385 23,144 258,428 2,855,957 8,610,726 ' 15 ' M M M M M M M r = = M = M M = M = = M 1994/95 Adopted Budget City of Tigard Combined Budget Statement of Revenues, Expenditures and Changes In Fund Balances Special Revenue Funds Estimated for Period ended June 30,1995 Total Memorandum Only Criminal State Gas County Traff ic Parks Water Qlty/ Electrical Underground Water Adopted Adopted Forfeit Tax Gas Tax Impact Fee SDC Quantity Inspection Utility SDC 1994/95 1993/94 Revenues: Other Agencies 1,513,000 150,000 1,663,000 1,561,000 Fines, Fees & Charges 16,000 1,021,000 336,800 20,000 30,000 1,423,800 1,024,000 Other Revenues 20,100 15,000 50,000 15,000 3,000 10,600 394,250 507,950 64,500 Total Revenues 20,100 1,544,000 150,000 1,071,000 351,800 23,000 30,000 10,600 394,250 3,594,750 2,649,500 Expenditures: Community Services 20,100 20,100 25,500 Maintenance Services 400,594 107,319 507,913 556,369 rn Development Services 383,666 62,460 29,658 475,784 460,600 Policy & Admin 124,013 36,028 160,041 99,016 General Government 31,482 8,067 39,549 32,785 Capital Projects 742,443 6,586 1,678,540 723,800 101,700 35,600 1,594,250 4,882,919 2,547,118 Total Expenditures 20,100 1,682,198 158,000 1,741,000 723,800 101,700 29,658 35,600 1,594,250 6,086,306 3,721,388 Excess(deficiency) of revenues and other sources over(under) expenditures (138,198) (8,000) (670,000) (372,000) (78,700) 342 (25,000) (1,200,000) (2,491,556) (1,071,888) Contingency/Equipment Reserves (50,000) (10,000) (250,000) (68,000) (378,000) (128,000) Projected Fund Balances: July 1, 1994 11,000 200,000 18,000 920,000 440,000 78,700 25,000 1,200,000 2,892,700 1,211,300 June 30,1995 11,000 11,802 342 23,144 11,412 1994/95 Adopted Budget City of Tigard, Oregon Combined Statement of Revenues, Expenditures ' and Changes in Retained Earnings All Proprietary Fund Types Estimated for Period ended June 30,1995 Total Memorandum Only ' Sanitary Storm Adopted Adopted Sewer Sewer Water 1994195 1993/94 Operating Revenues: ' Charges for Services 931,000 655,000 3,287,000 4,873,000 1,545,000 Other Fees 151,770 151,770 12,000 ' Total Operating Revenues 931,000 655,000 3,438,770 5,024,770 1,557,000 Operating Expenses: Maintenance Services 392,667 410,448 2,883,132 3,686,247 791,546 Development Services 59,261 59,261 35,199 153,721 113,143 Policy & Admin 326,037 144,771 198,887 669,695 435,902 , General Government 51,119 19,676 43,288 114,083 65,244 Total Expenditures 829,084 634,156 3,160,506 4,623,746 1,405,835 ' Operating Income 101,916 20,844 278,264 401,024 151,165 Non-Operating Revenue: ' Interest 80,000 45,000 65,000 190,000 105,000 Connection Charges 409,000 196,000 301,250 906,250 340,000 Total Non-Operating Revenue 489,000 241,000 366,250 1,096,250 445,000 , Non-Operating Expenses - ' Capital Improvements 1,500,000 1,000,000 585,400 3,085,400 3,060,790 Total Non-Operating Expense 1,500,000 1,000,000 585,400 3,085,400 3,060,790 ' Net Income (Loss) (909,084) (738,156) 59,114 (1,588,126) (2,464,624) Contingency/Equipment Reserves (100,000) (100,000) (300,000) (500,000) (200,000) ' Projected Retained Earnings: July 1, 1994 2,000,000 1,100,000 2,800,000 5,900,000 3,653,100 ' June 30,1995 990,916 261,844 2,559,114 3,811,874 988,476 ' 17 ' ' 1994/95 Adopted Budget City of Tigard General Fund - Five Year Budget Projection Summary Actual Adopted Adopted Projected Projected Description 1992/93 1993/94 1994/95 1995/96 1996/97 Year 2 Year 3 Year 4 Year 5 Year 6 t Revenues by Category: ' Property Taxes 3,761,694 3,833,000 4,161,900 4,359,298 4,606,047 Other Agencies 1,537,538 1,256,000 1,714,000 1,277,000 1,305,900 Fees and Charges 1,083,359 919,000 1,391,200 1,562,200 1,545,095 Fines 316,947 297,000 327,700 341,451 351,695 Franchise Fees 1,320,686 1,348,000 1,506,000 1,557,000 1,588,140 Interest & Rentals 118,498 94,000 112,800 110,000 120,000 Other Revenue 97,991 38,000 27,000 27,200 22,266 Total Revenues 8,236,713 7,785,000 9,240,600 9,234,149 9,539,143 Beginning Fund Balance 2,210,835 2,320,600 3,000,000 2,968,387 2,168,147 Total beginning fund ' balance plus revenues 10,447,548 10,105,600 12,240,600 12,202,536 11,707,290 Less Expenditures by Program: 7,701,792 8,425,986 9,366,215 10,034,389 10,388,055 Excess of revenues and beginning fund balance over expenditures 2,745,756 1,679,614 2,874,385 2,168,147 1,319,235 Since the early 1980's, the City of Tigard has planned its financial future through the use of five year financial forecasts. The five-year plan was developed for the General Fund to project the results of revenue expectations and expenditure levels on General Fund balance. One of the advantages of the plan was to show citizens that the City service levels could continue for a five year period ' without the need for voter approved tax increases. The five year promise to voters has been well received. After several tax measure defeats in the early 1980's, tax measures were approved in both 1986 and 1990. Each of these included a promises to the voters that, if approved, the 1 increase would provide enough funding to continue services for at least five years. Tigard was one of the few communities in the Portland Metropolitan area whose voters approved a tax base increase in t 1990 on the same ballot as the states' tax limitation initiative, Measure 5. As before, the City promised voters that services would continue for another five year period without additional tax base increases. ' 18 1 1994/95 Adopted Budget City of Tigard ' General Fund - Five Year Budget Projection Summary ' (cont.) REVENUES/EXPENRITUraFp 5-YEAR PROJECTION ' enera and i o. 10 ---------------------------------------------------------VW------------------------------ G~ - 1 N , ♦ r v : 1 1 - 1 8 ' .•2f d 7.5- 196M i qgh~ 1994/95 i i T7 Fiscal Year Revenues --cD- Expenditures ' The preceding schedule and above graph is a summary of the current five year plan which began with the first year ' of the newly approved tax base, 1991/92. The original plan at the time of the ballot measure indicated that the General Fund balance at the end of the fifth year ' would be over $500,000. Note that the current plan indicates a sixth year balance of just over $1,319,000. Revenue estimates for year five and six of the plan assume the loss of state revenues which amount to nearty ' $500,000 per year. it is expected that a tax base increase ballot measure will be put before Tigard voters in November 1994 or May of ' 1996. If approved, the new tax base would be effective July 1, 1996. 19 ' Fund Revenue S 1994/95 Adopted Budget City of Tigard, Oregon Revenue Summary Revenues are budgeted by fund with each fund setup for a particular purpose. Once a fund has served its purpose, it is closed and no longer used. The City currently uses the following funds: Fund Type Fund Name General General Fund Enterprise Sanitary Sewer Storm Sewer Water Special Revenue Criminal Forfeiture Parks SDC State Gas Tax Water Quality/Quantity County Gas Tax Electrical Inspection Traffic Impact Underground Utility Streets SDC Water SDC Debt Service General Obligation GO Debt - Escrow Account Bancroft Bond Certificates of Participation Capital Projects Special Assessment CIP Road Bond Improvement Park Levy CIP Library Expansion Fund Bull Mtn Rd Improvements Water Capital Projects The remaining pages of the revenue section of the budget provide revenue details and summaries, as well as descriptions, for each fund. The graph below indicates the proportions of total budgeted revenues for each fund type. Budgeted Revenue by Fund Type Capital Projects (5.3% General Fund (27.79/6) Debt Service (25.0% r Special Revenue (14.7% nterprise (273%) 20 1994/95 Adopted Budget City of Tigard, Oregon Revenue Summary Actual Actual Adopted Proposed Approved Adopted Funds 1991/92 1992/93 1993/94 1994/95 1994195 1994/95 General 7,827,043 10,447,548 10,135,450 12,240,600 12,240,600 12,240,600 Sanitary Sewer 1,043,781 2,486,393 3,834,800 3,420,000 3,420,000 3,420,000 Storm Sewer 780,200 1,771,034 1,820,300 1,996,000 1,996,000 1,996,000 Water 5,682,700 6,605,020 6,605,020 6,605,020 Total Enterprise 1,823,981 4,257,427 11,337,800 12,021,020 12,021,020 12,021,020 Criminal Forfeiture 11,469 17,790 18,764 31,100 31,100 31,100 State Gas Tax 1,313,976 1,800,110 1,770,700 1,744,000 1,744,000 1,744,000 County Gas Tax 156,214 168,635 146,200 168,000 168,000 168,000 Water Quality/Quantity 50,938 85,222 101,700 101,700 101,700 101,700 Traffic Impact Fee 758,630 1,457,527 1,430,400 1,991,000 1,991,000 1,991,000 Electrical Inspection 30,000 30,000 30,000 Underground Utility 35,600 35,600 35,600 Water SDC 708,000 1,594,250 1,594,250 1,594,250 Parks SDC 105,878 377,347 385,900 791,800 791,800 791,800 Total Special Revenue 2,397,105 3,906,631 4,561,664 6,487,450 6,487,450 6,487,450 General Obligation Debt Service 1,219,593 8,364,063 1,477,000 1,664,416 1,664,416 1,664,416 Bancroft Bond Debt Service 1,362,478 2,347,698 4,483,000 3,923,700 3,923,700 3,923,700 Certificate Debt Service 336,650 389,971 356,100 355,000 355,000 355,000 Escrow Debt Service 8,789,000 5,067,380 5,067,380 5,067,380 Total Debt Service 2,918,721 11,101,732 15,105,100 11,010,496 11,010,496 11,010,496 Special Assessment CIP 2,724,661 2,370,597 2,207,600 1,130,000 1,130,000 1,130,000 Road Bond Improvement 383,074 539,502 200,900 Park Levy CIP 76,444 387,962 70,600 112,500 112,500 112,500 Library Expansion Fund 70,000 Bull Mountain Road Imp 515,000 462,000 462,000 462,000 Water Capital Projects 628,000 648,000 648,000 648,000 Total Capital Projects 3,184,179 3,298,061 3,692,100 2,352,500 2,352,500 2,352,500 Total Revenue 18,151,029 33,011,399 44,832,114 44,112,066 44,112,066 44,112,066 21 1994/95 Adopted Budget City of Tigard, Oregon General Fund #10 The general fund is used to account for all revenues and expenditures of a general nature not required to be recorded in another fund. Revenue is received from property taxes, fees and charges for services, franchise fees, and revenue from other agencies. Funds may be used for ordinary expenditures of the city. Shown below is a chart indicating the major general fund revenue sources: GENERAL FUND REVENUES 1 Fund Balance (24.8%) mWty Taxes (34AN 4 >r ~ rte: ' Interest R%enatals (I Franchises Fees (12.4% ; Fines (2.8% {w Agencies (142%) Fees & Charges (10.4% Property taxes make up the largest single source of general fund revenue. Other agency revenues include such revenues as Hotel/Motel tax and the WCCLS Library levy distribution and state revenue sharing monies, e.g., cigarette, liquor and 911 telephone taxes. Franchise fees include fees for the use of public right of way paid by public utilities as a percentage of gross proceeds collected in the City. General fund revenues, from the sources shown above, fund a variety of services provided to the ' community. The General Fund is used primarily to support non fee services such as Police protection, Library and Parks maintenance. The program support distribution is shown below: General Support as Program Support Fund a % of Total ' Community Services 5,902,194 61.06 Maintenance services 233,243 2.410 Development Services 1,722,128 17.820/ Policy and Admin 1,225,769 12.680/ Non Departrnental 239,895 2.480/ Capital Improvements 42,986 0.44% 1 Continnyency 300,000 3.100/ Total Programs 9,666,215 100. 22 1 1994/95 Adopted Budget City of Tigard, Oregon General Fund #10 ' Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 400000 Current taxes 3,289,574 3,627,173 3,683,000 4,011,900 4,011,900 4,011,900 401000 Prior year taxes 156,750 134,521 150,000 150,000 150,000 150,000 Total Property Taxes 3,446,324 3,761,694 3,833,000 4,161,900 4,161,900 4,161,900 404000 Federal grants 84,522 8,171 , 410000 Cigarette tax 94,884 96,535 48,000 97,200 97,200 97,200 411000 Liquor tax 225,202 224,893 115,000 268,400 268,400 268,400 412000 State revenue sharing 176,711 191,751 95,000 195,000 195,000 195,000 414000 State grants 3,739 12,042 33,850 3,500 3,500 3,500 414010 Metro Greenspaces Grant 18,750 24,000 414020 State LCDC grant 4,055 14,630 , 414030 State Youth Conservation Grant 35,548 415000 911 Emergency tax 91,497 103,079 86,000 98,900 98,900 98,900 420000 Hotel/motel tax 216,479 261,821 265,000 325,000 325,000 325,000 421000 County- USA 15,165 422000 County - WCCLS 639,971 605,866 619,000 726,000 726,000 726,000 Total Other Agencies 1,587,773 1,537,538 1,285,850 1,714,000 1,714,000 1,714,000 ' 430000 Business tax 146,514 164,640 152,000 160,000 160,000 160,000 431000 Mechanical permits 72,389 106,721 80,000 174,000 174,000 174,000 431010 Electrical permits 432000 Building permits 218,645 298,862 220,000 396,000 396,000 396,000 433000 Plans check fee 149,026 221,789 140,000 300,000 300,000 300,000 434000 Alarm Permit 15,795 13,980 15,000 12,000 12,000 12,000 435000 Liquor permit fees 3,035 2,480 3,000 3,000 3,000 3,000 436000 Engr. public improvements 164,416 140,933 180,000 200,000 200,000 200,000 ' 437000 Sign permit fees 4,055 3,948 4,000 4,200 4,200 4,200 438000 Land use application fee 38,447 37,608 35,000 32,000 32,000 32,000 440000 Lien search fees 29,455 39,610 38,000 42,000 42,000 42,000 441000 Recreation tuition 18,476 20,596 17,000 18,000 18,000 18,000 441000 Sewer inspection fee 15,000 15,000 15,000 451000 Misc. fees & charges 28,830 18,144 25,000 25,000 25,000 25,000 452000 Park reservations 9,175 14,045 10,000 10,000 10,000 10,000 Total Fees & Charges 898,258 1,083,356 919,000 1,391,200 1,391,200 1,391,200 23 i r 1994/95 Adopted Budget City of Tigard, Oregon General Fund #10 1 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994195 1994/95 1994/95 455010 Fines & forfeitures - traffic 283,692 277,649 258,000 286,200 286,200 286,200 455020 Fines & forfeitures - misdemean. 169 235 1,000 455030 Fines & forfeitures - parking 7,481 4,649 8,000 5,500 5,500 5,500 456000 Indigent defense 86 45 457000 Library fines 28,690 32,814 30,000 35,000 35,000 35,000 458000 Civic infractions 2,500 1,555 1,000 1,000 1,000 Total Fines 322,618 316,947 297,000 327,700 327,700 327,700 460000 Electric 644,338 656,208 665,000 740,000 740,000 740,000 461000 Gas 164,079 143,452 150,000 210,000 210,000 210,000 462000 Telephone 271,984 291,857 300,000 292,000 292,000 292,000 463000 Garbage 141,419 157,725 160,000 189,000 189,000 189,000 465000 Cable TV 65,974 71,444 73,000 75,000 75,000 75,000 Total Franchise Fees 1,287,794 1,320,686 1,348,000 1,506,000 1,506,000 1,506,000 470000 Interest 142,972 106,748 90,000 105,000 105,000 105,000 472000 Rentals 13,031 11,751 4,000 7,800 7,800 7,800 Total Interest & Rentals 156,003 118,499 94,000 112,800 112,800 112,800 477000 Donations/Gifts 2,653 2,558 3,000 800 800 800 478000 Other revenues 44,641 3,315 5,000 1,200 1,200 1,200 479000 Recovered expenditures 41,874 41,606 25,000 25,000 25,000 25,000 480000 Police service contracts 39,105 50,511 481000 LID recovered expenditures 5,000 Total Other Revenue 128,273 97,990 38,000 27,000 27,000 27,000 Total Revenues 7,827,043 8,236,710 7,814,850 9,240,600 9,240,600 9,240,600 300000 Fund balance 1,865,330 2,210,835 2,320,600 3,000,000 3,000,000 3,000,000 Total General Fund Revenue 9,692,373 10,447,545 10,135,450 12,240,600 12,240,600 12,240,600 24 1994/95 Adopted Budget City of Tigard, Oregon General Fund I~ Notes: ■ Property Taxes The current property tax levy is $4,267,990. Revenue is estimated at $4,011,900 based upon a 94% collection rate. State Revenues A the time of preparation of the 1993/94 budget, cigarette tax, liquor tax, and state revenue sharing were anticipated to be reduced by the state due to the effects of Measure 5. However, the legislature did not cut the funds as anticipated during the current biennium. Therefore, funds have been budgeted at the full funding level for 1994/95. WCCLS The Washington County Cooperative Library System levy is in its second year. The three year , levy is used to reimburse participating libraries $1.55 per circulation. Building Permits Development revenues are based upon 400 single family units, 456 mufti family units and continued strength in the development of commercial properties. Franchise Fees Franchise fees are charged to various utilities for use of public right of way. All franchise fees are computed as a percentage of gross proceeds within city limits. Current percentages are as follows: Electricity Portland General Electric 3.50% Natural Gas Northwest Natural Gas 3.00% Telephone Electric Lightwave 5.00% General Telephone 5.00% Pacific Northwest Bell 5.00% Garbage All haulers 5.00% Cable TV Metropolitan Area Communication Commission 5.00% Sewer Inspection The sewer inspection fee is now recorded in the General Fund rather than the Sewer Fund and is used to cover building inspectors cost of inspecting sewer connections. Hotel/Motel Tax Hotel/motel tax is projected to increase substantially due to the addition of a new motel in the Pacif ic Corporate Center in the summer of 1994. Fund Balance Fund balance is the cumulative difference between revenues and expenditures from previous years. The estimated fund balance of $3,000,000 at 6/30/94 is greater than anticipated due to a combination of lower than anticipated expenditures and higher than anticipated revenues as follows: 1993/94 Adopted ending fund balance $1,679,000 Higher than anticipated revenues: Development 331,000 Shared revenues 240,000 Franchise fees 99,000 Hotel/motel tax 30,000 Lower than anticipated expenditures: 97% due to vacancies 270,000 Higher than anticipated 1993/94 beginning balance 351,000 $3,000,000 25 1 1994/95 Adopted Budget City of Tigard, Oregon Enterprise Funds The City uses three enterprise funds to account for certain utility operations including water, sewer and storm water systems. Sanitary Sewer Fund The Unified Sewerage Agency (USA) is a special district within Washington County that provides sewer treatment. USA contracts with the City to bill and collect USA sewer charges within the City limits. In addition, the City maintains sanitary sewer lines within the City on behalf of the Agency. In return for services provided by the City to the Agency, the City shares in the revenue collected for monthly user charges and connection charges. The City keeps 20% of the connection charges and 30% of the service charges and remits all other collections to the Agency. The City's share of service charges are used for the operation, maintenance and repair of City sewer facilities. The City's share of funds from connection charges are primarily used to fund capacity improvements to the sanitary sewer system. Storm Sewer Fund USA is also responsible for regional storm water systems in Washington County. USA contracts 1 with the City to bill and collect the storm water charge within the City limits and to provide storm water system maintenance within the City. In return for services provided by the City to USA, the City shares in the revenue collected for both the monthly charges and the SDC. The City keeps $2.24 of the $3.00 monthly storm water charge and remits the balance of the amounts collected to the Agency. SDC's are kept by the City. Funds are used for the operation, maintenance and repair of storm sewer facilities. Monies received from the SDC's are used to fund capacity improvements to the storm sewer system. Water Fund The City of Tigard manages the operation of the Tigard water system through an intergovernmental agreement with the City of King City, Durham, and portions of the unincorporated area. This fund accounts for all costs related to the water operation and revenues are used to fund the purchase of water from Lake Oswego and Portland, and for the maintenance and expansion of the entire water system. Enterprise fund revenues are used to fund the cost of enterprise operation activities, capital improvements and related administrative costs as shown in the program support distribution below: Water Fund Sewer Fund Storm Sewer Fund Program Support Total Appropriations Appropriation Appropriation Community Services Maintenance Services 3,686,247 2,883,132 392,667 410,448 Development Services 153,721 35,199 59,261 59,261 Policy & Admin 669,695 198,887 326,037 144,772 Non-Departmental 114,083 43,288 51,119 19,676 Capital Improvements 3,085,400 585,400 1,500,000 1,000,000 Contingency 500,000 300,000 100,000 100,000 Total Programs 8,209,146 4,045,906 2,429,083 1,734,156 26 1994/95 Adopted Budget City of Tigard, Oregon , Sanitary Sewer Fund #30 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 443000 Sewer connection fees 112,905 234,573 220,000 409,000 409,000 409,000 444000 Sewer inspection fees 10,005 16,935 12,000 445000 Charge in lieu of assessment 3,431 446020 Sewer Services Charges 842,562 897,327 900,000 931,000 931,000 931,000 470000 Interest 74,878 76,228 70,000 80,000 80,000 80,000 Total Revenues 1,043,781 1,225,063 1,202,000 1,420,000 1,420,000 1,420,000 300000 Fund balance 1,250,302 1,261,349 2,632,800 2,000,000 2,000,000 2,000,000 Total Sanitary Sewer Revenue 2,294,083 2,486,412 3,834,800 3,420,000 3,420,000 3,420,000 Notes: Sewer connection fees are charged to developers for the right to conned to the Unified Sewerage Agency (USA) sewer system. USA sets the amount of the connection fee collected each year. The City keeps 20% of each fee for a system development charge and remits the remaining 80% to USA each month. Connection fees are currently $2,200 per unit. The City's estimated 20% share of $409,000 anticipates 400 single family units, 256 multifamily units and 25 commercial units. Sewer service charges are also set by USA under an agreement with the City. The City keeps 30% of the non revenue bond portion of the total monthly per unit charge. The estimate of $931,000 assumes no change in the City's share of the monthly charge. Effective July 1, 1994, the USA sewer service charge will be based upon water consumption during the previous winter average period. Beginning fund balance includes both the City's share of previous years user charges and connection fees estimated r as follows: Connection Fee $1,240,000 Service Charges 760,000 Total Estimated Fund Balance $2,000,000 27 1994/95 Proposed Budget City of Tigard, Oregon Storm Sewer Fund #31 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 447000 Service charge 563,830 612,969 645,000 655,000 655,000 655,000 450000 SDC Storm Drainage 171,257 165,459 120,000 196,000 196,000 196,000 470000 Interest 45,113 42,635 35,000 45,000 45,000 45,000 1 Total Revenues 780,200 821,063 800,000 896,000 896,000 896,000 30000 Fund balance 690,074 949,970 1,020,300 1,100,000 1,100,000 1,100,000 Total Storm Sewer Revenue 1,470,274 1,771,033 1,820,300 1,996,000 1,996,000 1,996,000 Notes: Surface water fees are regionally set by the Unified Sewarge Agency (USA). USA has contracted with the City to collect the fee within the City and to provide certain storm sewer system maintenance activities. In return, the City retains a portion of the fee per unit. The current rate has been established at $3.00 per month per unit. The City's share is $2.24 for every $3.00 collected. Single family homes are considered one unit. Other parcels are billed based upon square footage of impervious surface. System Development Charges are set by USA at $280 per unit. Under the agreement, the City keeps 100% of this charge to fund Surf ace water system capacity improvements, related to water quality and quantity. Beginning fund balance includes the City's share of previous years system development charges and monthly fees as follows: System Development Charges $814,000 Service Fees 286,000 1 Total $1,100,000 I 28 i 1994/95 Adopted Budget City of Tigard, Oregon Water Fund #15 , Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993194 1994/95 1994/95 1994/95 446010 Metered water safes 2,492,719 2,785,207 3,201,300 3,255,000 3,255,000 3,255,000 446011 Other water sales 4,750 4,000 6,000 6,000 6,000 446012 Fire service standby chg 25,376 27,000 26,000 26,000 26,000 446013 Meter installation fees 112,080 164,803 116,500 162,500 162,500 162,500 448000 SDC reimbursement 122,675 177,621 109,200 138,750 138,750 138,750 479100 Sewer billing charge 30,000 5,000 5,000 5,000 Total Water Sales 2,757,600 3,127,631 3,488,000 3,593,250 3,593,250 3,593,250 447001 Developers fees-10% overhead 76,010 150,192 98,400 64,000 64,000 64,000 447002 Engineering fees 13,610 27,038 12,700 12,700 12,700 447003 TWD equipment 2,084 447004 Wage reimbusement 2,680 447005 Fire service connection 5,000 5,000 5,000 449088 Line extension rebates 17,613 3,575 2,000 2,000 2,000 2,000 451000 TWD equipment rental 500 500 500 Total Developer Revenue 107,233 185,569 100,400 84,200 84,200 84,200 451000 Misc fees and charges 8,858 5,000 5,000 5,000 5,000 470000 Interest income 104,093 87,121 84,000 65,000 65,000 65,000 472000 Rental income 14,201 4,351 2,100 2,600 2,600 2,600 478000 Other revenues 28,037 6,951 2,000 2,820 2,820 2,820 478001 Penalties for non-payment 571 478002 Returned check fee 310 310 1,200 1,150 1,150 1,150 479000 Recovered expenditures 139,914 51,000 51,000 51,000 Total Misc Revenue 295,413 99,304 94,300 127,570 127,570 127,570 Total Revenues 3,160,246 3,412,504 3,682,700 3,805,020 3,805,020 3,805,020 300000 Fund balance 2,039,434 2,027,769 2,000,000 2,800,000 2,800,000 2,800,000 Total Water Fund Revenue 5,199,680 5,440,273 5,682,700 6,605,020 6,605,020 6,605,020 Notes: Water operations are accounted for in the Water Fund. Metered water sales anticipate the sale of 2,465,900 hundred cubic feet (ccf) of water at $1.32 per ccf. Meter installation fees estimate of $162,500 anticipates the sale of 500 water meters. Recovered expenditures includes the sale of harvested timber from the clearing of the 11 acre reservoir site. 29 1994/95 Adopted Budget City of Tigard, Oregon Special Revenue Funds Special Revenue Funds account for revenue derived from specific taxes or other earmarked revenue sources which I are legally restricted to finance particular functions or activities. funds included in this category are: Criminal Forfeiture Revenue from the sale or other disposition of property or assets used in or related to criminal activity. All such revenues must be used for law enforcement purposes. Revenues are not budgeted, but as monies are received, funds will be appropriated through mid-year action by City Council. State Gas Tax - Shared revenues from state tax on sale, use, etc. of motor vehicle fuel. Funds are used for construction, reconstruction, improvement, repair, maintenance, operation and use of public highways, roads, streets, and roadside rest areas. Monies may also be used for street lighting and cleaning, storm drainage, traffic control devices and cost of administration. County Gas Tax - I Shared revenue from Washington County tax on sale, use, etc. of motor vehicle fuel. Funds are used for construction, reconstruction, improvement, repair, maintenance, operation and use of public highways, roads and streets. Traff ic Impact Fee - Revenue from a county instituted fee on development approved by voters in 1989. Fee is to the charged by the City for development within City limits. Funds are used for highway and transit capital improvements which provide additional capacity to major transportation systems and for recovery of costs of administering the program. Parks SDC - Park system development charges are charged when a building permit is issued for any new, residential or multifamily 1 construction, additions, alterations or change in use which creates a dwelling unit. Funds collected are used to fund the acquisition, development, and expansion of additional recreation spaces and facilities. 1 Water quality/Quantity - These revenues, instituted by the Unified Sewerage Agency (USA), are charged by the City on certain development activities in the City. Revenues collected are used to fund off-site surface water system improvements. Electrical Inspection Fund - This fund was established in 1994/95 in anticipation of an electrical inspection program beginning July 1, 1995. This fund will account for the start up costs of the electrical inspection program and the collection of in-process electrical inspection fees from Washington County during the transition. Funds collected for electrical inspections are restricted to the costs of the program and associated overhead. Underground Utility - I This fund accounts for monies received from developers for future underground utility improvements. Water SDC - Water system development charges are charged when new meters are sold and installed. The total amount charged for each meter includes a portion for future capacity increasing projects and a portion for the cost of the meter and a portion charged as an SDC reimbursement in the General Fund. This fund accounts for capacity related funds and may only be spent on capacity related projects. 30 1 1994/95 Adopted Budget City of Tigard, Oregon Special Revenue Funds (cont.) Shown below is a chart showing each funds' revenue contribution to total special revenues: SPECIAL REVENUE FUNDS ' Criminal Forfeiture (0.5%) County Gas Tax (2.60/.) Water SDC (24.80%%1-\ State Gas (27.2%) f . Parks (12.3% t Water Qtyroty (1.6%) TIF (31.0%) Special revenue funds support various programs in accordance with their specific use provisions as follows: Criminal State Gas County Traffic Parks Water Water Program Support Total Forfeiture Tax Gas Tax Impact SDC olty SDC , Community Services 20,100 20,100 Maintenance Services 507,913 400,594 107,319 Development Services 446,126 383,666 62,460 Policy and Admin 160,041 124,013 36,028 Non Departmental 39,549 31,482 8,067 Capital Imp 4,840,733 742,443 1,678,540 723,800 101,700 1,594,250 Contingency 368,000 50,000 250,000 68,000 Total Programs 6,382,462 20,100 1,732,198 151,414 1,991,000 791,800 101,700 1,594,250 31 1994/95 Adopted Budget City of Tigard, Oregon Criminal Forfeiture Fund #55 ' Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994195 470000 Interest 10,786 486 500 100 100 100 478000 Other revenues 683 972 22,000 20,000 20,000 20,000 Total Revenues 11,469 1,458 22,500 20,100 20,100 20,100 ' 300000 Fund balance 7,864 16,333 3,400 11,000 11,000 11,000 Total Criminal Forfeiture Fund 19,333 17,791 25,900 31,100 31,100 31,100 Notes: Revenue of $20,000 is an estimate based on funds seized by the City in 1993 but not yet released. As additional funds are seized, City Council will be asked to enact a budget resolution to appropriate such funds for police purposes. State Gas Tax Fund #21 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 413000 State Gas Tax Share 1,219,822 1,336,247 1,416,000 1,513,000 1,513,000 1,513,000 442000 Street Lighting Fees 16,145 12,423 16,000 16,000 16,000 16,000 470000 Interest 33,402 15,654 15,000 15,000 15,000 15,000 1 479000 Recovered expenditures 44,609 25,613 ' Total Revenues 1,313,978 1,389,937 1,447,000 1,544,000 1,544,000 1,544,000 300000 Fund balance 386,550 410,173 323,700 200,000 200,000 200,000 Total State Gas Tax 1,700,528 1,800,110 1,770,700 1,744,000 1,744,000 1,744,000 Notes: State gasoline tax and vehicle registration fees are shared with Cities and Counties throughout the state using a formula set by the legislature. Estimated revenue is based upon $47.08 per capita using a population estimate of 32,145 for fiscal year 1994/95. 32 1994/95 Adopted Budget City of Tigard, Oregon County Gas Tax Fund #22 Actual Actual Adopted Proposed Approved Adopted ' Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994195 423000 County Road Tax 154,317 140,391 145,000 150,000 150,000 150,000 t 470000 Interest 1,897 937 1,000 Total Revenues 156,214 141,328 146,000 150,000 150,000 150,000 300000 Fund balance 31,726 27,307 200 18,000 18,000 18,000 , Total County Gas Tax 187,940 168,635 146,200 168,000 168,000 168,000 Notes: Washington County collects one penny per gallon of gas sold within the County as a county gas tax. , Taxes are distributed to cities within the county according to a formula set by the county. Water Quality/Quantity Fund #24 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 445000 Charges 48,065 19,620 20,000 20,000 20,000 20,000 470000 Interest 2,873 3,039 3,000 3,000 3,000 3,000 ' Total Revenues 50,938 22,659 23,000 23,000 23,000 23,000 300000 Fund balance 11,625 62,563 78,700 78,700 78,700 78,700 Total Water Quality/Quantity 62,563 85,222 101,700 101,700 101,700 101,700 , Notes: This fund was set up to record revenue from the Water Quality/Quantity charge established by the Unified Sewerage Agency in 1991. Funds are used for surface water system improvements. 33 1994/95 Adopted Budget City of Tigard, Oregon Traffic Impact Fee Fund #25 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 448000 Traffic Impact Fee 747,220 671,759 802,000 1,021,000 1,021,000 1,021,000 470000 Interest 11,410 48,290 20,000 50,000 50,000 50,000 Total Revenues 758,630 720,049 822,000 1,071,000 1,071,000 1,071,000 ' 300000 Fund balance 125,882 737,479 608,400 920,000 920,000 920,000 Total Traffic Impact 884,512 1,457,528 1,430,400 1,991,000 1,991,000 1,991,000 Notes: 1 The Traffic Impact Fee (TIF) is based upon the number of trips per day that each type of development is estimated estimated to generate. The County maintains a table of standards for all possible uses. The standard trips per day for each per day for each development is multiplied by the rate per trip to determine the amount of the TIF. Washington county has set the rates for 1994195 as follows: 1 Residential use $155.00 per average weekday trip Business/Commercial use 39.00 per average weekday trip ' Office use 143.00 per average weekday trip Industrial use 150.00 per average weekday trip Institutional use 64.00 per weighted average daily trip Estimated TIF revenues from the following sources are: 400 Residential units $488,340 456 Multi-family units 340,000 25 Commercial - 50 192,660 ' 1,021,000 1 1 1 1 34 1994195 Adopted Budget City of Tigard, Oregon , Underground Utility Fund #26 Actual Actual Adopted Proposed Approved Adopted , Acct # Description 1991/92 1992/93 1993194 1994/95 1994/95 1994/95 478000 Other revenue 10,000 10,000 10,000 470000 Interest 600 600 600 ' Total Revenues 10,600 10,600 10,600 300000 Fund balance 25,000 25,000 25,000 , Total Underground Utility 35,600 35,600 35,600 Water SDC Fund #27 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992193 1993194 1994/95 1994/95 1994/95 478000 Other revenue 300,000 349,250 349,250 349,250 470000 Interest 8,000 45,000 45,000 45,000 Total Revenues 308,000 394,250 394,250 394,250 , 300000 Fund balance 400,000 1,200,000 1,200,000 1,200,000 Total Water SDC 708,000 1,594,250 1,594,250 1,594,250 Notes: Although meters of various sizes will be sold, the following are included in the estimate: , 350 3/4" regular @ $635 222,250 100 3/4" Bull Mountain @ $635 63,500 251 " regular @ $1,270 31,750 251" Bull Mountain @1,270 31,750 349,250 35 r 1994/95 Adopted Budget City of Tigard, Oregon Parks SDC Fund #52 ' Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 449010 SDC - Parks 100,000 196,750 186,000 336,800 336,800 336,800 470000 Interest 5,878 5,433 3,000 15,000 15,000 15,000 Total Revenues 105,878 202,183 189,000 351,800 351,800 351,800 ' 300000 Fund balance 74,171 175,164 196,900 440,000 440,000 440,000 Total Parks SDC 180,049 377,347 385,900 791,800 791,800 791,800 Notes: Park system development charges are charged to residential developers on a per unit basis as estimated below: 400 Single family units @$500 ea. $200,000 456 Multi family units @ $300 ea. 136,800 Total $336,800 Electrical Inspection Fund 1 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 445000 Charges for services 30,000 30,000 30,000 Total Revenues 30,000 30,000 30,000 300000 Fund balance r Total Electrical Inspection 30,000 30,000 30,000 1 36 1994/95 Adopted Budget City of Tigard, Oregon Debt Service Funds Debt Service Funds account for payment of general obligation bond principal and interest. Total resources amount to ' $11,010,496 which is 11.4% of total budgeted resources. Outstanding debt includes voter approved general obligation bonds, Bancroft bonds and certificates of participation. Each type of debt is recorded in a separate fund. Principal sources of revenue are property taxes for general obligation bond debt service and Certificates of Participation, and special assessment collections and interest earnings for for Bancroft Bond Debt. The City currently uses the following debt service funds: General Bond Debt - The City sold $2.2 million in general obligation bonds on June 6, 1984 to purchase land and construct the Civic Center. Advance refunding bonds were issued in February 1987 to refund the callable portion of the 1984 issue, thus ' saving taxpayers over $250,000 over the Irfe of the bonds. In addition, the City issued $8.5 million in general obligation road improvement bonds in April 1989. On May 3, 1993, the City issued $6,935,000 in GO Bonds to advance refund $6,280,000 of ouststanding 1987 and 1989 Series bonds. The refunding was done to save taxpayers $265,436 over the fife of the bonds. Bancroft Bond Debt - Revenue in this fund is derived from assessments on properties that participated in local improvement districts and from proceeds of Bancroft Bonds to retire short term debt issued to fund the local improvements. On May 3, 1993, the City issued $660,000 in GO Improvement Refunding Bonds for a current refunding of a portion of a portion of the outstanding 1982, 1989 and 1990 Series bonds. The refunding was done to save taxpayers $76,031 over the Irfe of the bonds. Certificate Debt Service - Revenue from a five year serial levy dedicated to Park system improvements is being used to fund repayment of borrowed funds which were initially used for park improvements. A summary of Debt Service revenues, by type, follows: , Fund Amount General Obligation Debt Service: Tax collections 1,611,516 Interest earnings 35,000 Beginning fund balance 17,900 Amount held in escrow 5,067,380 Total General Obligation 6,731,796 Bancroft Debt Service: Collections from property owners for the: Pre 1985 series 80,000 135th Avenue Project 24,600 Pacific Corporate Center Project 213,300 Lincoln Locust Street LID 62,800 Proceeds/collections 3,080,000 Interest Earnings 12,000 Beginning Fund Balance 451,000 Total Bancroft 3,923,700 Certificates of Participation 355,000 Total Debt Service Funds 11,010,496 ' 37 i 1994/95 Adopted Budget ' Debt Service Funds are received from the following sources: DEBT SERVICE FUNDS r Fund Balance (9.1% ' Property Tax Revenue (27.1%) ( x: Sen al Levy (4.71/6) Other Rev (51.80% Special Assessments (6.49/6) Interest Earnings (0.99/6) XX Source Amount Property tax revenue 1,611,516 27.12% Serial levy 279,000 4.690/6 Assessment interest and principal 380,700 6.41% Interest earnings 52,000 0.87% Bond proceeds 3,080,000 51.82% t Beginning fund balances 539,900 9.080/6 Total 5,943,116 100.00% Funds held in escrow 5,067,380 1 11,010,496 . 38 1994/95 Adopted Budget City of Tigard, Oregon , General Obligation Debt Service Fund Actual Actual Adopted Proposed Approved Adopted ' Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 400000 Current taxes 1,139,119 1,332,181 1,463,000 1,559,516 1,559,516 1,559,516 , 401000 Prior year taxes 49,396 55,428 40,000 52,000 52,000 52,000 470000 Interest 31,078 19,706 14,000 35,000 35,000 35,000 474000 Bond proceeds 6,935,000 Total Revenue 1,219,593 8,342,315 1,517,000 1,646,516 1,646,516 1,646,516 300000 Fund balance 140,189 21,748 (40,000) 17,900 17,900 17,900 Total General Obligation Debt Service 1,359,782 8,364,063 1,477,000 1,664,416 1,664,416 1,664,416 Notes: General obligation debt consists of: Year 1994/95 ' Issued Obligation Advance refunding bonds 1987 162,319 , Road improvement bonds 1989 985,400 Advance refunding bonds Series A 1993 399,545 Water GO Bonds - Tigard 1976 117,152 Total 1,664,416 , Debt service for these bonds is received from a property tax levy necessary to meet the fiscal year requirements as , follows: Total requirements 1,664,416 ' Prior years taxes (52,000) Interest earnings (35,000) Beginning fund balance (17,900) Levy revenue requirement 1,559,516 ' Collection rate 94.00% Tax levy 1,659,060 39 1994/95 Adopted Budget City of Tigard, Oregon Bancroft Bond Debt Service Funds 41 42 #40, ,43 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994195 470000 Interest 14,609 13,099 15,000 12,000 12,000 12,000 471000 Interest from other source 256,430 238,914 191,000 162,500 162,500 162,500 474000 Proceeds/collections 324,862 765,557 3,000,000 3,080,000 3,080,000 3,080,000 475000 Bancroft collections 288,574 688,664 615,000 218,200 218,200 218,200 478000 Other revenues 77,044 ' Total Revenue 884,475 1,783,278 3,821,000 3,472,700 3,472,700 3,472,700 i 300000 Fund balance 180,946 564,421 662,000 451,000 451,000 451,000 Total Bancroft Debt 1,065,421 2,347,699 4,483,000 3,923,700 3,923,700 3,923,700 Notes: Special assessments are the major source of funding to meet current and future interest and principal payments on outstanding bonds. Proceeds are anticipated from the sale of long term bonds for the Dartmouth Street LID. Certificates of Participation Debt Service Fund #62 Actual Actual Adopted Proposed Approved Adopted ' Acct # Description 1991/92 1992/93 1993194 1994195 1994/95 1994/95 400000 Current taxes 321,594 333,046 320,000 269,000 269,000 269,000 401000 Prior year taxes 6,896 11,167 8,000 10,000 10,000 10,000 470000 Interest 8,160 11,330 5,000 5,000 5,000 5,000 Total Revenue 336,650 355,543 333,000 284,000 284,000 284,000 300000 Fund balance 23,915 34,428 23,100 71,000 71,000 71,000 Total Certificates Debt 360,565 389,971 356,100 355,000 355,000 355,000 Notes: ' Certificates of participation were issued in May of 1990 to provide funding for certain parks improvements. Annual payments of interest and principal are funded by revenue from a five year property tax serial levy. The levy amounts to $350,000 per year. Expenditures for capital improvements are recorded and budgeted in Fund #53 - Park Levy CIP ' Fund. 1994/95 is the final year of debt service on the Certificates. That portion of the levy not necessary for debt service ' will be recorded as a resource in the Park Levy CIP Fund #53. 40 1994/95 Adopted Budget City of Tigard, Oregon General Obligation Debt Service Fund #63 Escrow Account Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991192 1992/93 1993/94 1994/95 1994195 1994/95 , Amt held in trust for escrow pymts 7,000,000 9,103,000 5,067,380 5,067,380 5,067,380 This fund was set up to account for those funds held in escrow related to several advance refundings. The escrow account services the debt on the callable portion of the 1984, 1987 and 1989 refundings. Oregon budget law requires the proceeds and earnings, as well as disbursements paid out, of the escrow account to be included in the adopted budget. , 1 i 1 1 1 I 1 1 t 1 1 41 , 1 1994/95 Adopted Budget City of Tigard, Oregon Capital Projects Funds ' Local Improvement Capital Projects - Revenue from short term borrowings are used to fund construction within local improvement districts. Current activity in this ' fund relates to the Dartmouth street improvement project. Road Bond Improvement - In November 1988 Tigard voters approved the sale of $8,500,000 of general obligation bonds to fund certain road and traffic safety improvements throughout the City. Construction was completed in prior year however the Fund is still presented for historical purposes. ' Park Levy Improvement - Revenue from Certificates of Participation may only be used to fund specific park system improvements. Library Expansion Improvement - Funds received from private donation to be used for Library phase II expansion. Project was completed in 1993/94. Fund is presented for historical purposes. Bull Mountain Road Improvement - The Fund will exist for the duration of the Bull Mountain Road Improvement project. Monies were received from the county in in 1993194 and may only be used for this improvement project. Water Capital Projects Reserve Fund - This fund accounts for monies reserved for construction of a new reservoir. Revenues to this fund have come in the form of transfers from the Water Fund over the past two years. Shown below is a chart showing each funds' revenue contribution in relation to the Capital Project Funds: ' CAPITAL PROJECTS FUNDS Water Reserve (27.5% Imp (48.09 'i Bull Min Proj Park Levy ID, 42 I 1994/95 Adopted Budget City of Tigard, Oregon Special Assessment CIP Fund #45 Actual Actual Adopted Proposed Approved Adopted Account Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994195 ' 470000 Interest 47,144 95,257 25,000 30,000 30,000 30,000 474000 Bond proceeds 2,724,661 ' Total Revenue 2,771,805 95,257 25,000 30,000 30,000 30,000 ' 300000 Fund balance (66,092) 2,275,340 2,182,600 1,100,000 1,100,000 1,100,000 Total Spec Assess CIP 2,705,713 2,370,597 2,207,600 1,130,000 1,130,000 1,130,000 , Notes: The Dartmouth Street project is expected to be finalized in 1994/95. Road Bond Improvement Fund #50 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 470000 Interest 103,839 13,700 3,500 ' 472000 Rentals 5,555 1,851 474000 Bond proceeds 478000 Other revenues 78,277 16,344 ' 479000 Recovered expenditures 195,403 73,691 Total Revenue 383,074 105,586 3,500 ' 300000 Fund balance 2,612,556 433,916 197,400 Total Road Bond 2,995,630 539,502 200,900 ' Notes: ' This fund was set up to record the receipt and expenditure of road bond proceeds from the 1989 issue of road bonds. All projects have been completed however and fund is shown for historical purposes only. 43 , III ' 1994/95 Adopted Budget City of Tigard, Oregon Park Levy CIP Fund #53 ' Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994195 ' 400000 Current taxes 60,000 60,000 60,000 ' 404000 Park County Grant 59,553 414000 Intergovemmental revenu 40,699 ' 470000 Interest 31,285 12,512 2,300 2,500 2,500 2,500 479000 Recovered expenditures 4,460 300 Total Revenue 76,444 72,365 2,300 62,500 62,500 62,500 1 300000 Fund balance 647,305 315,598 68,300 50,000 50,000 50,000 Total Park Levy CIP 723,749 387,963 70,600 112,500 112,500 112,500 Notes: Funds were provided by the sale of Certificates of Participation in 1990 and are used to fund park improvements. Annual interest and principal payments are budgeted in the Certif icates of Participation Debt Service fund #62 and are funded by a five year Parks Serial Levy which began in July 1991. Current taxes are that portion of ' the final year of the serial levy not necessary for debt service. ' City of Tigard, Oregon Library Expansion Improvement Fund #54 Actual Actual Adopted Proposed Approved Adopted ' Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 300000 Fund balance 70,000 ' Total Library Expan 70,000 Notes: Fund was set up to account for monies received from a private donation. Monies were used to help fund Phase II of the Library Expansion project which was completed in the 1993/94 fiscal year. 1 ' 44 1994195 Adopted Budget City of Tigard, Oregon Bull Mountain Road Improvement Fund #54 Actual Actual Adopted Proposed Approved Adopted ' Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994195 470000 Interest earnings 12,000 12,000 12,000 ' 479000 Recovered expenditures 515,000 , Total Revenue 515,000 12,000 12,000 12,000 300000 Fund balance 450,000 450,000 450,000 ' Total Bull Mtn Rd Imp 515,000 462,000 462,000 462,000 , The Fund will exist for the duration of the Bull Mountain Road Improvement project. Monies were received from the County MSTPII levy and may only be used in connection with the improvement project. City of Tigard, Oregon Water Capital Project Fund #57 ' Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991192 1992193 1993194 1994195 1994195 1994195 470000 Interest 10,000 ' 478000 Other revenues 300,000 18,000 18,000 18,000 Total Revenue 310,000 18,000 18,000 18,000 ' 300000 Fund balance 318,000 630,000 630,000 630,000 Total Water Cap Proj 628,000 648,000 648,000 648,000 ' Funds were transferred from the Water Fund during the past two years in anticipation of funding 1/2 of the new reservoir. ' 45 i i i i ' Program Expenditures i 1 1 1 1 1 1 1 1 1 1994/95 Adopted Budget City of Tigard, Oregon Organization Chart ' as of July 1, 1994 ~jCl c" Admini5ratar Maintenance Community City Police bra Services Development Engineenng Administration Finance Admm,srranon Administration -.Administration Administration Egineenng Recorder Analys' Operations Readers Sanitary Building S I r Community Accounting Services Sewer Inspection Lights/Signals Involvement Investigations Technical Storm Current Human Cthce Seances Sewer Planning Resources Services Support Circulation Water Advance Risk P o,ds Svcs Planning Managment TiafnC Street Vuni cpal Maintenance C Coouurt ,h5e v ces Property Management ' 46 1 1994/95 Adopted Budget City of Tigard, Oregon Program Budget Organization The bulk of the budget is made up of expenditure appropriations which are legal spending limits adopted by City Council for each program. The City of Tigard adopts and manages its budget by program. Each program is an aggregation of budget units that ' are similar in nature or function. Budget units are organized into five operating programs, with the following functions: , Program Function ' Community Services Police Library ' Park Maintenance Maintenance Services Sewer Maintenance Street Maintenance ' Water Maintenance Property Maintenance Development Services Community Development , Engineering Street Lights & Signals ' Policy & Administration City Administration Human Resources Finance ' Administrative Services Non-Departmental City-Wide Support City Attorney ' In addition to the five operating programs, Debt Service, Capital Improvements and Contingency Reserve are also considered separate programs providing the following functions: ' • Debt Service includes appropriations for interest and principal on all types of debt, i.e., general obligation, special assessment and short-term debt for construction projects. • Capital Improvements includes appropriations for all capital improvement expenditures. A portion of ' the revenues from the Road Bond Improvement fund provides support for engineering budget unit in the Development Services program. ' • Contingency/Reserve includes allowance for contingencies and reserves in various funds. The program budget organization detail, including identification of each related budget unit and an explanation of the ' functions and activities, are described on the following pages. Sources of funding of each budget unit's activities within each program are described in the Program Budget Matrix ' on page 12. 47 ' 1994/95 Adopted Budget City Of Tigard, Oregon ' Program Budget Organization ' Budget Program # Dept # Description/Program/Dept Unit # 1000 Community Services ' 1100 Police Administration 1110 Operations 1120 Investigations 1130 Support Services 1140 Traff ic 1150 1400 Library Administration 1410 Readers Services 1420 Technical Services 1430 ' Circulation 1440 Social Services 1500 ' Parks Maintenance 1600 ' 2100 2100 Field Operations Administration 2110 Sanitary Sewer 2120 ' Storm Sewer 2125 Street Maintenance 2130 Shops & Services 2150 Property Management 2160 Water 2170 2200 2200 Development Services Community Development Administration 2210 ' Building Inspection 2220 Current Planning 2230 Advance Planning 2235 ' Engineering 2240 Street Lights & Signals 2250 1 48 1994/95 Adopted Budget City Of Tigard, Oregon ' Program Budget Organization Budget ' Program # Dept # Description/Program/Dept Unit # 3000 Policy & Administration 3100 City Administration ' Mayor & City Council 3110 City Administration 3120 Human Resources 3130 ' Risk Management 3310 Computer Systems 3220 3200 Finance , Finance 3210 Accounting 3230 3300 Administrative Services: , Office Services 3320 Records 3330 Municipal Court 3340 , 4000 Non Departmental City Wide Support 4100 City Attorney 4200 ' 5000 Debt Service General Obligation 5100 Bancroft 5200 ' Certif icates of Participation 5300 6000 Capital Improvements General 6100 ' Sanitary Sewer 6200 Storm Sewer 6250 Water ' Streets 6300 Parks 6400 ' Underground Utility Water SDC Local Improvements 6500 , Road Bond Improvements 6600 Park Levy Improvements 6700 Library Expansion Improvement 6800 t Bull Mountain Road Improvement Water Capital Reserve 7000 Contingency ' Operating 7100 Equipment Reserve 7200 49 ' 1 ' 1994195 Adopted Budget City of Tigard, Oregon Expenditure Summary - By Program Actual Actual Adopted Proposed Approved Adopted Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Community Services 4,518,482 4,755,050 5,119,502 5,819,798 5,822,298 5,922,298 ' Maintenance Services 1,310,190 1,296,526 5,118,298 4,427,406 4,427,406 4,427,403 Development Services 1,875,023 1,966,864 2,134,485 2,359,130 2,351,630 2,351,630 Policy & Administration 1,497,105 1,613,306 1,783,654 2,056,502 2,051,502 2,055,502 General Government 356,738 255,536 396,731 393,529 393,529 393,529 Total Operating Budget 9,557,538 9,887,282 14,552,670 15,056,363 15,046,363 15,150,365 Debt Service 2,643,174 8,794,000 7,886,400 10,752,068 10,752,068 10,752,068 Capital Projects 4,021,147 7,183,358 9,433,050 10,363,805 10,363,805 10,363,805 Contingency/Reserves 2,012,661 1,509,956 607,000 1,178,000 1,178,000 1,178,000 Total Expenditures - by Program 18,234,520 27,374,596 32,479,120 37,350,236 37,340,236 37,444,238 EXPENDITURE SUMMARY - BY PROGRAM 1994/95 ADOPTED BUDGET ' Contingency (3.1% - .,~.nunity Sam= (159%) f Captal Pmpxft (27.7-/. -ib } f 2 f M rrtenarne Savion (I I^ c. s.. i` c3>' Servioee (6.3%) Pdicy & Adrrinm ation (5.594 ' General Garemment (1.1%) Debt Service i 50 1994/95 Adopted Budget City of Tigard, Oregon ' Operating Budget History The Operating Budget is that portion of the budget that is appropriated for operations of the City. Included in the operating ' budget are appropriations for Personal Services, Materials and Services and Capital Outlay for each department. Debt service, capital projects and contingency reserves are not included in each departmental operating budget. Shown below is the history of the total operating budget by program component for the past five years: Operating Budget History 1 1 12- 10-/ - - .4 n..... v . i nv 11:•111:::::::: 3 I. F O - 3 - F_ off>of{F,`:}i•~y+•: ----3 2- 00' 1 91192 92/93 Fiscal Year 93/94 94195 , Community Services Maintenance Svcs Development Svcs Policy & Admin General Government ' Fiscal Community Maintenance Development Policy & General Year Total Services Services Services Admin Gov't , Actual 91/92 9,557,538 4,518,482 1,310,190 1,875,023 1,497,105 356,738 Actual 92/93 9,887,282 4,755,050 1,296,526 1,966,864 1,613,306 255,536 Adopted 93/94 14,552,670 5,119,502 5,118,298 2,134,485 1,783,654 396,731 , Adopted 94/95 15,150,365 5,922,298 4,427,403 2,351,630 2,055,502 393,529 1 51 , 1994/95 Adopted Budget City of Tigard Total Operating Budget Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 162.50 162.50 183.50 187.56 187.56 187.56 Wages 4,610,503 4,936,506 6,030,017 6,528,176 6,528,176 6,601,032 Overtime 201,003 199,818 213,182 242,118 242,118 248,024 Worker's Compensation 177,810 191,518 214,205 285,010 285,010 287,539 Payroll Taxes 377,965 414,430 525,386 564,488 564,488 571,079 ' Retirement 734,467 815,550 848,166 968,211 968,211 980,518 Group Insurance 526,419 591,894 796,566 919,555 919,555 917,218 Total Personal Services 6,628,167 7,149,716 8,627,522 9,507,558 9,507,558 9,605,410 Materials & Services Water Costs 1,610,000 1,680,000 1,680,000 1,680,000 Prof/Contract Services 832,839 875,467 1,218,178 1,204,818 1,199,818 1,199,818 Repair And Maintenance 398,469 385,859 666,583 642,366 642,366 642,366 Special Dept. Expense 139,013 129,737 179,569 166,801 161,801 167,951 Office Supplies 208,220 164,127 327,624 266,774 266,774 266,774 Advertising & Publicity 53,169 46,686 84,403 66,110 66,110 66,110 Fees, Dues & Subscriptions 69,275 88,184 120,877 103,228 103,228 103,228 Travel & Training 113,073 95,103 157,663 153,350 153,350 153,350 Rents & Leases 74,735 27,092 45,202 44,097 44,097 44,097 Utilities 375,097 382,909 456,816 488,280 488,280 488,280 Insurance 111,449 136,870 188,300 163,000 163,000 163,000 Library Materials 133,960 164,439 165,500 182,000 182,000 182,000 Total Materials & Services 2,509,299 2,496,473 5,220,715 5,160,824 5,150,824 5,156,974 Capital Outlay Land & Improvements 575 11,000 Vehicles 116,090 95,897 156,530 171,715 171,715 171,715 Equipment 303,407 145,196 536,903 216,266 216,266 216,266 Total Capital Outlay 420,072 241,093 704,433 387,981 387,981 387,981 Total Program 9.557.538 9.887.282 14.552.670 15.056.363 15.046.363 15.150.365 The 1994/94 proposed, approved and adopted budget figures have been rounded and may not agree to supporting detail schedules included in this document. 1 52 1994/95 Adopted Budget City of Tigard, Oregon Community Services Program Community Services Parks PC11tG~ Labrary SWOT ServicesMainterance Program Funding Distribution Total by Total by Fund Program Program General Criminal Forfeiture Police 4,335,834 4,315,734 20,100 Library 1,116,731 1,116,731 Social Services 54,000 54,000 Parks Maintentance 415,729 415,729 Total by Fund 5,922,294 5,902,194 20,100 53 i 1994/95 Adopted Budget City of Tigard Total Community Services Program Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 76.00 77.00 80.00 85.56 85.56 85.56 Wages 2,261,631 2,426,005 2,610,096 3,008,916 3,008,916 3,081,771 Overtime 176,585 182,496 168,874 197,593 197,593 203,499 Worker's Compensation 100,009 129,239 103,259 122,468 122,468 124,997 Payroll Taxes 193,895 212,175 229,027 267,906 267,906 274,497 Retirement 462,478 497,810 415,776 480,819 480,819 493,125 Group Insurance 249,715 279,687 346,063 409,353 409,353 407,016 Total Personal Services 3,444,313 3,727,412 3,873,095 4,487,055 4,487,055 4,584,905 Materials & Services Water Costs Prof/Contract Services 352,685 378,743 401,583 466,618 469,118 469,118 Repair And Maintenance 167,471 167,081 179,426 185,018 185,018 185,018 Special Dept. Expense 71,445 86,787 114,398 99,841 99,841 101,991 Office Supplies 67,742 58,530 83,724 86,148 86,148 86,148 Advertising & Publicity 5,120 4,777 8,290 8,770 8,770 8,770 Fees, Dues & Subscriptions 2,774 4,216 6,096 7,775 7,775 7,775 Travel & Training 51,158 38,581 48,285 54,065 54,065 54,065 Rents & Leases 25,392 16,131 28,832 28,092 28,092 28,092 Utilities 10,531 13,180 13,185 13,185 13,185 Insurance Library Materials 133,960 164,439 165,500 182,000 182,000 182,000 Total Materials & Services 877,747 929,816 1,049,314 1,131,512 1,134,012 1,136,162 Capital Outlay Land & Improvements 575 Vehicles 71,494 56,682 118,880 134,215 134,215 134,215 Equipment 124,353 41,140 78,213 67,016 67,016 67,016 Total Capital Outlay 196,422 97,822 197,093 201,231 201,231 201,231 Total Program 4,518,482 4,755.050 5.119.502 5.819.798 5.822.298 5,922,298 54 1994/95 Adopted Budget City of Tigard, Oregon Community Services Program Police Department Police Department Support Adminstration Operations:: ! Investigations Sen s Traffic Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 # Positions 50.00 51.00 53.00 57.00 57.00 57.00 Personal Services 2,656,262 2,933,349 2,928,461 3,364,962 3,364,962 3,462,814 Materials & Services 545,691 551,216 640,103 705,548 705,548 707,698 Capital Outlay 125,477 75,296 140,595 165,326 165,326 165,326 Total Police - by Category 3,327,430 3,559,861 3,709,159 4,235,836 4,235,836 4,335,838 Administration 181,660 199,224 261,099 285,296 285,296 287,925 Operations 1,731,181 1,840,550 1,906,178 2,153,837 2,153,837 2,227,759 Investigations 557,263 637,120 676,509 769,514 769,514 783,444 Support Services 551,885 560,316 563,586 619,229 619,229 620,199 Traffic 305,441 322,651 301,787 407,961 407,961 416,510 Total Police - by Dept. 3,327,430 3,559,861 3,709,159 4,235,836 4,235,836 4,335,838 55 1994/95 Adopted Budget City of Tigard Police Administration - Dept. #1110 ' Program Summary The Chief of Police is responsible to the City Administrator for overall operation and administration of the Police Department. The Chief directly supervises the Crime Prevention/Public Information Officer, an Administrative Secretary, a Police Computer Specialist, and two Lieutenants. 1994/95 Goals/Object Ives • Address Patrol workload issue with alternative procedures • Complete automation of reporting system • Adoption of community policing philosophy • Full implementation of Community Service Officer Program • Complete transition to less than 24 hours in Records • Add diversity to the Department • Emphasize better communication throughout the Department Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Part I & II reported crimes 3,898 4,270 4,202 4,506 Population 30,385 31,269 32,145 33,430 Calls for service/assistance 40,905 44,473 47,720 51,127 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Chief of Police 1 1 1 1 Administrative Secretary 1 1 1 1 Crime Prevention Officer/P10 1 1 1 1 Computer Specialist 1 1 56 1994/95 Adopted Budget City of Tigard Police Administration #1110 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994195 1994/95 1994/95 Personal Services Positions 3.00 3.00 4.00 4.00 4.00 4.00 Wages 97,714 120,692 157,393 168,059 168,059 170,094 Overtime 4,140 5,500 6,000 6,500 6,500 6,500 Worker's Compensation 4,182 4,950 5,998 5,553 5,553 5,646 Payroll Taxes 7,970 9,724 13,396 14,205 14,205 14,375 Retirement 21,018 23,646 26,244 28,152 28,152 28,473 Group Insurance 9,720 12,929 21,443 25,132 25,132 25,092 Total Personal Services 144,744 177,441 230,474 247,601 247,601 250,180 Materials & Services Water Costs Prof/Contract Services 522 315 2,050 2,050 2,050 Repair And Maintenance 4,446 7,018 6,795 8,950 8,950 8,950 Special Dept. Expense 2,356 3,444 1,560 1,660 1,660 1,710 Office Supplies 3,299 2,663 2,500 4,500 4,500 4,500 Advertising & Publicity (2) 80 Fees, Dues & Subscriptions 1,026 1,360 810 810 810 810 Travel & Training 8,047 4,501 4,000 4,700 4,700 4,700 Rents & Leases 1,508 1,200 1,200 1,200 1,200 Utilities 535 660 1,575 1,575 1,575 Insurance Library Materials Total Materials & Services 21,202 19,916 17,525 25,445 25,445 25,495 Capital Outlay Land & Improvements Vehicles 14,030 Equipment 1,684 1,867 13,100 12,250 12,250 12,250 Total Capital Outlay 15,714 1,867 13,100 12,250 12,250 12,250 Total Program 181.660 199.224 261.099 285.296 285.296 287.925 57 1994/95 Adopted Budget City of Tigard Police Operations - Dept. #1120 Program Summary The Operations Division consists of three shifts operating twenty-four hours a day. The division is first responder to calls for service and emergencies. In addition, the Operations Division is responsible for investigating misdemeanor and class C felony crimes. Each shift is managed by a sergeant who is assisted by a corporal. The sergeants are responsible to the Operations Lieutenant, who is responsible to the Chief of Police. Emergency Call 1989 1990 1991 1992 1993 Response Time 3.98 4.90 4.00 4.07 3.81 1994/95 Goals/Objectives • Continue with Implementation of Problem Solving/Community Policing. • Target specific problems in the community and tailor shift goals to solve the target specific problems, combining police and community resources. • Make responses to requests from crime/utility watch groups a very high priority. • Maintain high level clearance rates for those crimes investigated by the Operations Division. • Target and suppress gang activity/crime through enforcement, education, and community involvement. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 1 Part I & II Offenses 3,898 4,270 4,202 4,506 Calls for service/activities 40,906 44,473 47,720 51,127 Sworn/per population .90 .89 .90 .92 Population served 30,835 31,269 32,145 33,430 Calls per officer 1,474 1,588 1,704 1,549 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Lieutenant 1 1 1 1 Sergeant 3 3 3 3 Corporal 4 4 4 4 Police Officer 20 20 19 21 Community Service Officer 2 2 58 l 1994/95 Adopted Budget City of Tigard Police Operations #1120 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 28.00 28.00 29.00 31.00 31.00 31.00 Wages 964,039 1,009,627 1,073,360 1,214,184 1,214,184 1,266,569 Overtime 94,800 104,548 98,633 111,216 111,216 116,413 Worker's Compensation 56,706 79,186 50,892 59,475 59,475 61,041 Payroll Taxes 84,618 90,539 96,620 110,904 110,904 115,722 Retirement 236,668 248,141 181,299 208,432 208,432 217,530 Group Insurance 98,282 110,906 133,209 157,024 157,024 156,482 Total Personal Services 1,535,113 1,642,947 1,634,013 1,861,235 1,861,235 1,933,757 Materials & Services Water Costs Prof/Contract Services 6,049 7,589 10,723 16,977 16,977 16,977 Repair And Maintenance 60,162 54,671 63,208 71,896 71,896 71,896 Special Dept. Expense 44,926 44,562 51,451 57,735 57,735 59,135 Office Supplies 2,766 3,064 5,415 5,424 5,424 5,424 Advertising & Publicity 574 437 700 800 800 800 Fees, Dues & Subscriptions 237 1,240 925 1,926 1,926 1,926 Travel & Training 20,960 17,645 16,678 18,078 18,078 18,078 Rents & Leases Utilities 3,736 5,270 6,100 6,100 6,100 Insurance Library Materials Total Materials & Services 135,674 132,944 154,370 178,936 178,936 180,336 Capital Outlay Land & Improvements Vehicles 43,204 56,682 92,830 85,405 85,405 85,405 Equipment 17,190 7,977 24,965 28,261 28,261 28,261 Total Capital Outlay 60,394 64,659 117,795 113,666 113,666 113,666 , Total Program 1,731,181 1,840.550 1,906178 2,153.837 2,153.837 2,227,759 Two patrol officers have been added to this budget unit. In addition to the normal replacement of patrol vehicles, capital outlay includes the purchase of opticom units for each marked patrol car which allows the changing of intersection lights for approaching police vehicles. ' 59 1994/95 Adopted Budget City of Tigard Police Investigations - Dept. #1130 Program Summary The Detective Sergeant is responsible to the Services Division Lieutenant for the operation and coordination of the Criminal Investigation Division Unit (CID). The Detective Corporal is responsible for the immediate supervision of the Narcotics Officer and the SROs that work out of the CID Unit The Detective Corporal also acts as a back up supervisor when the Detective Sergeant is absent. The Detective Corporal also will investigate major cases and carries a caseload of about 509/6 of the general assignment detectives. The unit is responsible for investigating all serious crimes (A and B felonies) committed within the city, as well as coordinating investigations with other jurisdictions that are pertinent to the City of Tigard. The unit is responsible for narcotics investigations within the City and for coordination with other agencies having investigations that overlap into Tigard's jurisdiction, as well as investigation of all gang related activity within the City of Tigard. The SROs work within the CID Unit. SROs are responsible for gang intelligence, and are also responsible for the criminal investigations that arise with the Tigard School District. SROs, are responsible for the DARE program aimed at helping young people resist substance abuse. 1994/95 Goals/Objectives • Focus of investigation of serious crimes (A and B felonies). Focus priority on person crimes: homicide, assault, sexual assault, and child abuse. Focus on major property crimes and fraud crimes with major loss value. • Intelligence function on gang related crime and activity. • Maintain high levels on clearance rates of crime and recovery of property. Improve coordination with operations to effectively identify problem areas and respond proactively. Coordinate efforts with surrounding jurisdictions for crime control. Continue the SRO program in the school. Implement C.R.E.A.T. program at 6th grade level. 1 Performance Measures Description 1991/92 1992/93 1993/94 1994195 Part I & II crimes reported 3,898 4,270 4,202 4,504 Cases assigned investigation 620 620 561 620 Cases per investigator 155 185 82 78 Clearance rate 65% 58% 60% 65% Personnel Summary Position 1991/92 1992193 1993194 1994/95 ' Lieutenant .33 .33 .34 .34 Sergeant 1 1 1 Corporal 1 1 Police Officer 8 6 7 7 Property Clerk 1 1 1 1 1 Secretary 1 1 60 ' 1994/95 Adopted Budget City of Tigard Police Investigations #1130 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 9.33 8.33 10.34 11.34 11.34 11.34 Wages 314,987 375,788 403,914 453,147 453,147 465,031 Overtime 35,604 35,699 35,955 42,500 42,500 42,500 Worker's Compensation 17,347 17,051 18,133 22,068 22,068 22,628 Payroll Taxes 26,227 32,271 36,263 41,474 41,474 42,468 Retirement 73,388 86,509 68,267 76,486 76,486 78,378 Group Insurance 37,308 41,106 45,129 56,583 56,583 54,733 Total Personal Services 504,861 588,424 607,661 692,258 692,258 705,738 Materials & Services Water Costs Prof/Contract Services Repair And Maintenance 13,681 9,979 11,950 12,750 12,750 12,750 Special Dept. Expense 11,169 23,631 35,996 15,966 15,966 16,416 Office Supplies 542 1,356 1,220 2,325 2,325 2,325 Advertising & Publicity Fees, Dues & Subscriptions 461 397 952 920 920 920 Travel & Training 9,952 7,083 11,000 11,550 11,550 11,550 Rents & Leases 392 930 4,200 6,860 6,860 6,860 Utilities 3,787 3,530 4,475 4,475 4,475 Insurance Library Materials Total Materials & Services 36,197 47,163 68,848 54,846 54,846 55,296 Capital Outlay Land & Improvements Vehicles 12,555 17,810 17,810 17,810 Equipment 3,650 1,533 4,600 4,600 4,600 Total Capital Outlay 16,205 1,533 22,410 22,410 22,410 Total Program 557,263 637,120 676.509 769.514 769,514 783,444 Staff is proposed to increase by one department secretary to perform clerical duties for the detective unit. Capital outlay includes a replacement detective vehicle. 61 1994/95 Adopted Budget City of Tigard Police Support Services - Dept. #1140 Program Summary The records unit maintains department records and is responsible for processing all records requests from outside agencies, other jurisdictions, and the public. It maintains teletype service through the Oregon Law Enforcement Data System and utilizes the computer to access the Portland Police Data System, the Department of Motor Vehicles, the National Crime Information Center, and all law enforcement agencies in the U.S. It is responsible for entering and monitoring information such as: missing persons, stolen property and vehicles, and crime statistics. It compiles the monthly crime report for the Oregon Uniform Crime Report. Personnel answer telephone calls, handle walk-in traffic, provide records support and information to all Department personnel. 1994/95 Goals/Objectives • Complete computerization/automation of police records • Finish standard operating procedures manual • Complete transition to less than 24 hour operations • Organize and prioritize workload Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Part I & II Crimes Reported 3,898 4,270 4,202 4,506 Population served 30,385 31,269 32,145 33,430 Calls for service/activities 40,905 44,473 47,720 51,127 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Lieutenant .34 .34 .33 .33 Senior Clerk 1 1 1 1 Records Clerks 5 5 4 4 62 1994/95 Adopted Budget City of Tigard Police Support Services 01140 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 6.34 6.34 5.33 5.33 5.33 5.33 Wages 124,275 138,430 129,913 144,393 144,393 144,982 Overtime 18,089 15,265 4,250 8,488 8,488 8,530 Worker's Compensation 964 1,715 1,375 2,587 2,587 2,594 Payroll Taxes 14,101 14,781 11,060 12,792 12,792 12,845 Retirement 25,365 29,317 18,178 21,440 21,440 21,530 Group Insurance 15,712 19,389 19,533 14,038 14,038 14,227 Total Personal Services 198,506 218,897 184,309 203,738 203,738 204,708 Materials & Services Water Costs , Prof/Contract Services 271,301 277,173 292,781 339,350 339,350 339,350 Repair And Maintenance 15,528 20,194 19,580 11,800 11,800 11,800 Special Dept. Expense 2,316 3,796 4,860 4,650 4,650 4,650 Office Supplies 24,300 21,259 37,739 37,739 37,739 37,739 Advertising & Publicity 2,076 487 2,200 2,200 2,200 2,200 Fees, Dues & Subscriptions 235 121 485 370 370 370 Travel & Training 2,160 1,582 3,400 2,350 2,350 2,350 Rents & Leases 17,920 10,845 18,232 17,032 17,032 17,032 Utilities Insurance Library Materials Total Materials & Services 335,836 335,457 379,277 415,491 415,491 415,491 Capital Outlay Land & Improvements Vehicles Equipment 17,543 5,962 Total Capital Outlay 17,543 5,962 Total Program 551.885 560.316 563,586 619.229 619,229 620.199 A substantive portion of the increase in this budget is due to an increase in the charge for dispatch services paid to Washington County Communications Agency (WCCA). 63 1994/95 Adopted Budget City of Tigard Police - Traffic - Dept. #1150 Program Summary The Traffic Division is staffed by one sergeant and four officers. The sergeant is responsible to the Operations Lieutenant for the management and direction of the Unit. The Traffic Unit responds to all fatal accidents and those in which a fatality may result, injury accidents, accidents involving hazardous materials and commercial vehicles. Traffic officers respond to property damage accidents to restore traffic flow, assist with resulting hazards and the exchange of driver and vehicle information for reporting purposes. One traffic officer is a member of a countywide accident reconstruction team and is the primary investigator for fatal accidents that occur within the city limits of Tigard. Traffic officers are also responsible for investigation of reported hit and run accidents and related enforcement. j The Unit conducts selective enforcement in response to citizen complaints and the analysis of accident data. The Traffic Unit's focus and efforts are directed toward established selective enforcement programs while maintaining uniform and fair enforcement, educating the public, injury reduction, and promoting the safe and orderly passage of traffic. 1994/95 Goals and Objectives • Maintain 6 established Operation Slowdown areas. Effectively respond to citizen complaints. • Target Hwy 217 and 99W as selective enforcement specific areas. Work jointly with surrounding agencies to reduce accidents. • Effectively utilize the Speed Monitoring Awareness Radar System. • Utilize traffic counter program to effectively assign directed patrols. • Increase traffic enforcement to meet current volumes. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Population served 29,650 31,269 32,145 33,430 Vehicles/day at Washington Square 21,508 22,217 21,914 22,328 1 Population/day at Washington Square 48,329 49,922 49,240 50,171 Total Tigard accidents/year 635 816 1,047 1,253 Total fatals 2 5 6.7 7.2 'Note: Accident totals are based on inclusive accounting of all accident reports and logged entries. Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Lieutenant .33 .33 .33 .33 Sergeant 1 1 1 1 Motorcycle Traffic Officer 2 2 2 3 Traffic Officer/evenings 2 1 1 i 64 1 1994/95 Adopted Budget City of Tigard Police Traff ic #1150 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 3.33 5.33 4.33 5.33 5.33 5.33 Wages 174,888 194,378 172,622 232,512 232,512 238,474 Overtime 17,951 16,565 21,036 27,389 27,389 28,056 Worker's Compensation 8,590 10,900 8,392 12,091 12,091 12,394 Payroll Taxes 13,923 15,632 15,966 21,747 21,747 22,302 Retirement 39,591 44,508 30,304 36,978 36,978 37,884 Group Insurance 18,095 23,657 23,684 29,414 29,414 29,320 Total Personal Services 273,038 305,640 272,004 360,131 360,131 368,430 Materials & Services Water Costs Prof/Contract Services 3,250 3,250 3,250 Repair And Maintenance 8,908 11,379 10,750 14,800 14,800 14,800 Special Dept. Expense 4,134 1,530 4,506 7,645 7,645 7,895 Office Supplies 1,109 57 Advertising & Publicity 275 275 275 Fees, Dues & Subscriptions 90 58 220 345 345 345 Travel & Training 2,541 1,401 3,092 3,960 3,960 3,960 Rents & Leases Utilities 1,311 1,515 555 555 555 Insurance Library Materials Total Materials & Services 16,782 15,736 20,083 30,830 30,830 31,080 , Capital Outlay Land & Improvements Vehicles 8,800 16,000 16,000 16,000 Equipment 15,621 1,275 900 1,000 1,000 1,000 Total Capital Outlay 15,621 1,275 9,700 17,000 17,000 17,000 Total Program 305.441 322.651 301.787 407.961 407,961 416,510 An additional traffic officer has been added. In addition, one existing motorcycle is to be replaced and an additional one will be purchased for the new position. 65 , (This page intentionally left blank) 1 1994/95 Adopted Budget City of Tigard, Oregon Community Services Program Library Library Adrnin^ Readers Technical istratn Servrce& ! Services Circutat[at1 Actual Actual Adopted Proposed Approved Adopted Acct # Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 # Positions 19.50 20.00 21.00 22.56 22.56 22.56 Personal Services 570,970 572,432 690,737 831,741 831,741 831,741 Materials & Services 193,454 227,703 259,076 274,684 274,684 274,684 Capital Outlay 19,657 19,794 26,248 10,305 10,305 10,305 Total Library -by Category 784,081 819,929 976,061 1,116,730 1,116,730 1,116,730 Administration 743,066 772,905 918,202 192,672 192,672 192,672 Readers Services 41,015 47,024 57,859 528,189 528,189 528,189 Technical Services 90,788 90,788 90,788 Circulation 305,082 305,082 305,082 Total Library -by Dept. 784,081 819,929 976,061 1,116,730 1,116,730 1,116,730 j 66 1994/95 Adopted Budget City of Tigard Library - Administration - Dept. #1410 Program Summary The Public Library acquires, organizes, and provides customer assistance in accessing materials, data, and services to meet the informational, educational, and recreational needs of the community. The Library Director is responsible to the City Administrator for the overall operation of the Library. The Director also directly supervises the Department Secretary, Senior Librarian in charge of Readers Services, Circulation Manager, Volunteer Coordinator, Library Computer Specialist, and Technical Services Division. 1994/95 Goals/Objectives Take a lead role in exploring the use of information technology for providing service within the City and to the public. Provide staff coverage at all service desks during all open hours to facilitate effective customer use of the Library. Emphasize team building, intra-staff communication and cooperation. Focus on changing community service needs through staff and Board involvement in various public forums. Collect information needed to determine resources required to meet the long-term library needs of Tigard. Organize Local History Resource Center. Performance Measures Description 1991/92 1992193 1993194 1994/95 Population served 35,000 40,209 43,000 45,000 Registered library users 25,066 28,003 32,000 35,720 % of population registered 71% 69.5% 74% 79% Annual visits 186,170 234,747 269,959 302,354 Volunteer hours 7,177 9,360 10,400 11,300 Value of volunteer hours $35,750 $65,520 $72,800 $92,660 Personnel Summary Position 1991192 1992193 1993/94 1994/95 Library Director 1 1 1 1 Department Secretary 1 1 Senior Librarian 2 2 1 Librarian 2.75 2.8 2.8 Library Supervisors 3 2.4 2 Senior Library Assistant 1.78 2.4 Library Assistant 7.97 8.4 12.2 Volunteer Coordinator .25 .25 Library Computer Specialist .85 67 1994/95 Adopted Budget City of Tigard Library - Administration #1410 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 18.50 19.00 20.00 3.10 3.10 3.10 Wages 414,013 413,309 479,833 105,558 105,558 105,558 Overtime 125 8 Worker's Compensation 3,651 4,555 3,735 1,698 1,698 1,698 Payroll Taxes 33,042 34,627 39,558 8,833 8,833 8,833 Retirement 46,871 44,145 65,224 14,778 14,778 14,778 , Group Insurance 45,664 45,356 68,012 17,397 17,397 17,397 Total Personal Services 543,366 542,000 656,362 148,264 148,264 148,264 Materials & Services Water Costs Prof/Contract Services 5,623 1,950 9,450 950 950 950 Repair And Maintenance 568 3,697 4,463 4,272 4,272 4,272 Special Dept. Expense 3,995 6,600 1,560 1,560 1,560 Office Supplies 33,901 29,684 36,150 24,656 24,656 24,656 Advertising & Publicity 2,335 3,373 5,390 205 205 205 Fees, Dues & Subscriptions 305 270 1,744 1,690 1,690 1,690 Travel & Training 3,991 3,131 6,295 3,270 3,270 3,270 Rents & Leases 1,640 1,038 Utilities Insurance Library Materials 133,960 164,439 165,500 Total Materials & Services 182,323 211,577 235,592 36,603 36,603 36,603 Capital Outlay Land & Improvements Vehicles Equipment 17,377 19,328 26,248 7,805 7,805 7,805 Total Capital Outlay 17,377 19,328 26,248 7,805 7,805 7,805 Total Program 743.066 772.905 918.202 192.672 192,672 192.672 , For tracking of costs, the Library has been split into four budget units. Historical information however is shown in #1410. 68 1994/95 Adopted Budget City of Tigard Library - Readers Services - Dept. #1420 Program Summary ' Readers Services is responsible for selecting all library materials, providing professional assistance in using the library collection, accessing additional resources through interlibrary loan and networking; and collection based programming for all ages; coordinating fee-based community classes and programs; serving as a clearing house for recreational opportunities in the Tigard area; and providing access to additional resources and information through electronic technology. 1994/95 Goals/Objectives • Provide staff coverage for primary reference desk during all open hours and special coverage for youth and children for at least 20 hours a week. To enhance staff knowledge of and skills in using electronic media for service delivery as part of a library-wide training plan. Develop and implement a Comprehensive Collection Development Plan. 1 Develop an early Childhood Education Resource Center to provide materials for those who care for young children. Develop and organize the presentation of a variety of programs and activities to stimulate personal growth and enrichment for all age groups that use the library. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Population served 35,000 40,209 43,000 45,000 Reference questions 17,336 20,198 20,594 21,000 Interlibrary loans 19,484 39,769 45,600 51,000 Storytime sessions/people 218/4,018 225/5,000 Participants in summer reading programs for preschoolers, elementary students and teens 1,175 1,600 Special summer events/people 8/1,350 8/1,500 Classes offered 127 133 110 110 Registrants 1,316 1,570 1,700 1,700 Personnel Summary ' Position 1991/92 1992/93 1993194 1994/95 Senior Librarian 1 Librarian 4 Senior Library Assistant 2 Educational Services Coordinator 1 1 1 69 1994/95 Adopted Budget City of Tigard Library - Reader's Services #1420 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services ' Positions 1.00 1.00 1.00 7.03 7.03 7.03 Wages 20,743 22,679 25,450 216,287 216,287 216,287 Overtime 11 Worker's Compensation 71 154 141 1,092 1,092 1,092 Payroll Taxes 1,640 1,835 2,098 18,098 18,098 18,098 Retirement 2,387 2,721 3,372 30,280 30,280 30,280 Group Insurance 2,752 3,043 3,314 39,644 39,644 39,644 Total Personal Services 27,604 30,432 34,375 305,401 305,401 305,401 Materials & Services Water Costs , Prof/Contract Services 7,846 12,253 14,779 19,191 19,191 19,191 Repair And Maintenance 300 300 300 300 Special Dept. Expense 1,379 3,108 6,675 6,225 6,225 6,225 Office Supplies 1,755 303 700 1,853 1,853 1,853 Advertising & Publicity 4,550 4,550 4,550 Fees, Dues & Subscriptions 15 60 1,064 1,064 1,064 Travel & Training 151 447 670 5,105 5,105 5,105 Rents & Leases Utilities 300 Insurance Library Materials 182,000 182,000 182,000 Total Materials & Services 11,131 16,126 23,484 220,288 220,288 220,288 Capital Outlay Land & Improvements 575 Vehicles 1,705 Equipment 466 2,500 2,500 2,500 Total Capital Outlay 2,280 466 2,500 2,500 2,500 Total Program 41.015 47,024 57.859 528.189 528.189 528.189 ' 70 1994/95 Adopted Budget City of Tigard Library - Technical Services - Dept. #1430 Program Summary i Technical Services orders and receives all library materials, determines appropriate placement within the library collection and processes all items as needed for use by the public. The Technical Services staff reports to the Library Director. 1994/95 Goals/Objectives • Determine effective use of space following workroom reconfiguration. • Refine preprocessing system. Determine long-range staff needs for Technical Services area. Consolidate acquisitions tasks under Senior Library Assistant position. • Work with Volunteer Coordinator to determine additional volunteer opportunities in Acquisitions and Processing. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 New materials 6,934 7,747 9,000 10,500 Materials processed 10,402 10,806 12,700 14,500 r Materials withdrawn 2,902 3,402 5,000 10,500 Materials mended 1,666 1,651 2,500 3,500 Materials cataloged 9,445 10,288 12,000 13,000 Personnel Summary Position 1991/92 1992/93 1993194 1994/95 Library Supervisor, Cataloging 1 Senior Library Assistant 1 Library Assistant .3 1 71 1994/95 Adopted Budget City of Tigard Library - Technical Services #1430 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 2.30 2.30 2.30 Wages 51,543 51,543 .51,543 Overtime Worker's Compensation 283 283 283 Payroll Taxes 4,313 4,313 4,313 Retirement 7,216 7,216 7,216 Group insurance 12,562 12,562 12,562 Total Personal Services 75,917 75,917 75,917 Materials & Services Water Costs Prof/Contract Services 5,500 5,500 5,500 Repair And Maintenance Special Dept. Expense Office Supplies 8,781 8,781 8,781 Advertising & Publicity Fees, Dues & Subscriptions Travel & Training 590 590 590 Rents & Leases Utilities Insurance ' Library Materials Total Materials & Services 14,871 14,871 14,871 Capital Outlay Land & Improvements Vehicles Equipment Total Capital Outlay i Total Program 90.788 90.788 90,788 72 1994/95 Adopted Budget City of Tigard Library - Circulation - Dept. #1440 Program Summary The Circulation Division of the library is responsible for checking in and out, renewing and shelving all library materials, collecting fines, issuing new library cards and answering general questions. Circulation staff also update and maintain patrons' records on the WILI computer system. The Circulation Desk is often a patron's first or last contact in the library. Circulation staff also track and retrieve missing library materials and collect reimbursement from patrons for lost materials. Circulation Division is responsible for preparing the library for opening and closing. The Circulation Manager reports to the Library Director. 1994/95 Goals/Objectives 1 Staff the Information Desk 100 percent of open hours. • Call in extra help during high-volume times. • Make one staff person available to shelve at all times. Performance Measures ' Description 1991192 1992/93 1993/94 1994/95 Materials checked out per year 373,464 429,598 493,178 566,168 1 Materials checked in per year 439,297 512,462 583,694 664,827 Phone renewals per week 450 498 575 661 Materials checked out per week per work station 2,394 2,753 3,161 3,629 Materials shelved per week 8,448 9,855 11,224 12,785 Library cards issued per week 70 77 75 78 # of Items checked out per year to 116,619 141,687 173,141 211,584 out-of-city users Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Circulation Manager 1 Senior Library Assistant 2.5 Library Assistant 6.60 73 1994/95 Adopted Budget City of Tigard Library - Circulation #1440 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 10.13 10.13 10.13 Wages 223,849 223,849 223,849 Overtime Worker's Compensation 1,234 1,234 1,234 Payroll Taxes 18,731 18,731 18,731 Retirement 31,339 31,339 31,339 Group Insurance 27,007 27,007 27,007 Total Personal Services 302,160 302,160 302,160 Materials & Services Water Costs Prof/Contract Services Repair And Maintenance Special Dept. Expense , Office Supplies 870 870 870 Advertising & Publicity 740 740 740 Fees, Dues & Subscriptions Travel & Training 1,312 1,312 1,312 Rents & Leases Utilities Insurance , Library Materials Total Materials & Services 2,922 2,922 2,922 Capital Outlay Land & Improvements Vehicles Equipment Total Capital Outlay Total Program 305.082 305.082 305.082 74 , 1 r r r (This page intentionally left blank) r r r r 1 r r r r r 1994/95 Adopted Budget City of Tigard Social Services - Dept. #1500 Program Summary Each h 6 mmi r ri funds t i i i r benefit Tigard that citizens. The following agencies have received support as noted over the past several years: Actual Actual Adopted Adopted Agency 1991/92 1992/93 1993/94 1994/95 Community Youth Services of Washington County 27,500 27,500 26,400 25,000 Dial-a-Ride 1,000 1,500 Domestic Violence Resource Center 2,000 2,000 Interfaith Outreach Services 2,500 Loaves & Fishes/Tigard Seniors 15,000 15,000 14,400 15,000 Rape Crisis Hot Line 500 WCCAO/Neighborshare 7,500 7,500 7,200 7,500 50,000 50,000 51,000 54,000 r l 1 1 1 75 ' 1994/95 Adopted Budget City of Tigard Maintenance Services - Parks - Dept. #1600 Program Summary It is the responsibility and duty of the City of Tigard, Parks Maintenance Division, to provide grounds maintenance services for all public parks, public facilities and greenways to the level of service determined by the Maintenance Services Director, City Administrator, Mayor and City Council. 1994/95 Goals/Objectives • Provide fast, cost efficient grounds maintenance services for the City's parks, public facilities and • greenways. Provide continued innovation in supplying the public with parks related facilities to meet public demand. • Provide an example of excellence in parks maintenance services to the community. • Maintain Water facilities at the same service levels as other City facilities in accordance with their aesthetic needs. • Provide efficient mowing and brush control along City streets where applicable. Performance Measures ' Description 1991/92 1992/93 1993/94 1994/95 Acres of park land 118.27 118.27 120.33 120.33 Acres of greenway 110 117.67 117.67 117.67 Acres of facility grounds 12 12.54 12.54 12.54 Acres maintained 135.35 143.35 143.35 143.35 Linear miles of street 52 right-of-way brush mowing Number of parks 13 13 13 13 Number of greenways 26 30 30 30 1 Miles of bike paths 5 5.5 6.5 6.5 Water facilities 7 1 Acres/employee 38 45 41.41 41.41 Miles of R.O.W./Employee 6.7 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Parks Supervisor 1 1 1 1 Senior Utility 1 1 Utility Worker 4.5 4 5 5 1 76 1994/95 Adopted Budget City of Tigard Maintenance Services - Parks #1600 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services ! Positions 6.50 6.00 6.00 6.00 6.00 6.00 Wages 150,972 151,102 167,611 199,384 199,384 199,384 Overtime 5,865 4,911 3,000 1,500 1,500 1,500 Worker's Compensation 8,498 10,728 14,593 16,388 16,388 16,388 Payroll Taxes 12,374 12,766 14,066 16,809 16,809 16,809 Retirement 17,190 18,823 22,888 25,717 25,717 25,717 Group Insurance 22,182 23,301 31,739 30,552 30,552 30,552 Total Personal Services 217,081 221,631 253,897 290,350 290,350 290,350 ' Materials & Services Water Costs , Prof/Contract Services 11,344 29,463 22,850 27,850 27,850 27,850 Repair And Maintenance 64,178 60,143 62,380 60,250 60,250 60,250 Special Dept. Expense 5,165 2,721 2,750 4,400 4,400 4,400 , Office Supplies 70 144 Advertising & Publicity 137 400 Fees, Dues & Subscriptions 420 755 900 650 650 650 Travel & Training 3,356 2,791 3,150 3,150 3,150 3,150 Rents & Leases 3,932 3,318 5,200 3,000 3,000 3,000 Utilities 1,162 1,905 480 480 480 Insurance Library Materials Total Materials & Services 88,602 100,897 99,135 99,780 99,780 99,780 Capital Outlay Land & Improvements Vehicles 17,250 15,000 15,000 15,000 Equipment 51,288 2,732 13,000 10,600 10,600 10,600 Total Capital Outlay 51,288 2,732 30,250 25,600 25,600 25,600 Total Program 356,971 325,260 383,282 415.730 415.730 415.730 Although full time staffing has remained the same, several seasonal employees are included in this proposal for peak growing season maintenance. Capital outlay includes a vehicle to be used and stored at Cook Park for park maintenance activities. 77 1994/95 Adopted Budget City of Tigard, Oregon Maintenance Services Program tntenance Services ' Adr Sarir<ary Street Shops & !'roperty tstrat on Sewer/ Wader iufairrtteflar~cs Services Nlanage~rlent Storm Sevvet` Program Funding Distribution ' Fund Total by State Gas County Program Program General Sanitary Storm Water Tax Gas Tax Administration 156,415 31,283 31,283 31,283 31,283 31,283 Sanitary Sewer 324,013 324,013 Storm Sewer 295,684 295,684 Street Maintenance 485,369 46,110 331,940 107,319 Shops Services 123,690 66,792 14,843 14,843 12,369 14,843 Property Management 225,280 135,168 22,528 22,528 22,528 22,528 Water 2,816,952 2,816,952 Total by Fund 4,427,403 233,243 392,667 410,448 2,883,132 400,594 107,319 1 78 (This page intentionally left blank) 1 1994/95 Adopted Budget City of Tigard Total Maintenance Services Program ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 25.00 24.00 44.00 39.00 39.00 39.00 Wages 554,703 585,780 1,402,319 1,284,895 1,284,895 1,284,895 Overtime 6,170 6,129 34,808 32,610 32,610 32,610 Worker's Compensation 58,886 38,517 77,797 123,812 123,812 123,812 Payroll Taxes 44,431 48,217 130,248 110,244 110,244 110,244 ' Retirement 55,717 69,900 155,836 176,037 176,037 176,037 Group Insurance 68,096 79,565 185,295 184,065 184,065 184,065 Total Personal Services 788,003 828,108 1,986,303 1,911,663 1,911,663 1,911,663 Materials & Services Water Costs 1,610,000 1,680,000 1,680,000 1,680,000 Prof/Contract Services 132,398 173,438 341,150 315,290 315,290 315,290 Repair And Maintenance 196,841 179,148 410,420 356,359 356,359 356,359 Special Dept. Expense 14,476 8,797 25,800 18,960 18,960 18,960 ' Office Supplies 4,122 5,045 112,200 10,000 10,000 10,000 Advertising & Publicity 1,540 567 32,100 1,600 1,600 1,600 Fees, Dues & Subscriptions 1,759 2,543 14,485 11,364 11,364 11,364 Travel & Training 7,506 8,794 41,370 21,090 21,090 21,090 Rents & Leases 13,774 10,395 14,900 14,500 14,500 14,500 Utilities 268 34,870 1,830 1,830 1,830 Insurance 38,000 Library Materials Total Materials & Services 372,416 388,995 2,675,295 2,430,993 2,430,993 2,430,993 Capital Outlay Land & Improvements 10,000 Vehicles 39,022 15,976 37,650 Equipment 110,749 63,447 409,050 84,750 84,750 84,750 1 Total Capital Outlay 149,771 79,423 456,700 84,750 84,750 84,750 ' Total Program 1,310,190 1,296,526 5,118,298 4,427,406 4,427,406 4,427,406 79 1994/95 Adopted Budget City of Tigard Maintenance Services - Administration - Dept. #2110 Program Summary The Maintenance Services Director is responsible to the City Administrator for operation and supervision of all infrastructure maintenance activities and the maintenance of vehicles and City buildings. Maintenance operations for sanitary sewer and storm drainage systems are funded by the collection of sewer and storm drainage charges. Street maintenance is funded by a combination of state and county gas taxes. Parks maintenance is funded primarily by property taxes. Fleet and building maintenance activities are funded through a variety of revenue sources. 1994/95 Goals/Objectives • Investigate and resolve citizens' concerns. • Optimize building maintenance and custodial programs. • Complete computerization of Fleet Maintenance programs. • Improve Public works facility. • Improve production through better utilization of equipment. Personnel Summary Position 1991-92 1992/93 1993/94 1994/95 Maintenance Services Director 1 1 1 1 Department Secretary 1 1 1 1 Office Assistant II 1 .5 , 80 , 1994/95 Adopted Budget City of Tigard Maintenance Services - Administration #2110 ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 3.00 2.00 2.00 2.50 2.50 2.50 Wages 69,343 50,459 76,635 97,946 97,946 97,946 ' Overtime 217 574 590 900 900 900 Worker's Compensation 771 389 1,621 3,207 3,207 3,207 Payroll Taxes 5,501 4,153 6,367 8,271 8,271 8,271 Retirement 7,663 6,731 10,636 13,838 13,838 13,838 Group Insurance 7,840 8,205 12,612 14,825 14,825 14,825 Total Personal Services 91,335 70,511 108,461 138,987 138,987 138,987 Materials & Services ' Water Costs Prof/Contract Services 2,703 1,621 21,000 1,700 1,700 1,700 Repair And Maintenance 4,333 898 2,250 2,800 2,800 2,800 Special Dept. Expense 889 769 1,000 500 500 500 Office Supplies 3,360 4,206 5,000 5,000 5,000 5,000 Advertising & Publicity 318 49 200 300 300 300 Fees, Dues & Subscriptions 341 607 560 735 735 735 Travel & Training 1,129 1,259 5,320 5,345 5,345 5,345 Rents & Leases 200 Utilities 410 550 550 550 ' Insurance Library Materials Total Materials & Services 13,073 9,409 35,940 16,930 16,930 16,930 Capital Outlay ' Land & Improvements Vehicles Equipment 2,250 1,431 750 500 500 500 Total Capital Outlay 2,250 1,431 750 500 500 500 Total Program 106.658 81.351 145,151 156.417 156.417 156,417 One half of a clerical position from the water operation has been added to this budget. The other half of the position is included in water operations. 81 1994/95 Adopted Budget City of Tigard ' Maintenance Services - Sanitary Sewer - Dept. #2120 Program Summary ' The Wastewater Supervisor is responsible to the Maintenance Services Director for the sanitary sewer maintenance ' program. Maintenance standards are established by the Unified Sewerage Agency (USA) a county-wide sewer authority who also sets sewer rates. The maintenance program includes video inspection, line cleaning and repair, manhole inspections and rehabilitation, record keeping and citizen complaint response. , 1994/95 Goals/Objectives • Continue to meet American Public Works Association and Unified Sewerage Agency standards for ' video inspection and line cleaning. • Maintain response to all citizen concerns in a friendly, professional manner. • Continue to provide a quality level of service to the community. • Continue with program of bolting down manhole lids to prevent vandalism in off road areas. , • Continue with manhole rehabilitation and line repair programs to reduce inflow and infiltration into sanitary system. • Continue to promote the importance of safety in the day to day maintenance and strive to reduce the number of manhole entries in 1995/96 for cleaning purposes to reduce risk of injury exposure. ' Performance Measures , Description 1991/92 1992/93 1993/94 1994/95 ' Feet of sewer line accepted 582,981 600,000 615,000 630,000 Feet of sewer line inspected 275,000 295,122 315,000 330,000 Manholes in system 2,805 2,970 3,135 3,200 Manholes rehabilitated 177 192 205 220 ' Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Crew Supervisor 1 .5 .5 .5 , Senior Utility Worker 1 1 1 1 Utility Worker 5 5 5 5 ' 82 ' ' 1994/95 Adopted Budget City of Tigard Maintenance Services - Sanitary Sewer #2120 ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 7.00 6.50 6.50 6.50 6.50 6.50 Wages 137,945 151,259 166,175 183,643 183,643 183,643 ' Overtime 492 521 600 625 625 625 Worker's Compensation 14,701 8,654 20,471 15,584 15,584 15,584 Payroll Taxes 11,078 12,856 13,749 15,419 15,419 15,419 Retirement 12,041 18,936 22,251 25,798 25,798 25,798 Group Insurance 17,855 24,857 24,709 26,644 26,644 26,644 Total Personal Services 194,112 217,083 247,955 267,713 267,713 267,713 Materials & Services ' Water Costs Prof/Contract Services 5,506 13,352 10,585 11,225 11,225 11,225 Repair And Maintenance 29,251 30,082 29,250 30,400 30,400 30,400 Special Dept. Expense 3,600 2,088 3,275 3,460 3,460 3,460 ' Office Supplies 296 77 Advertising & Publicity 751 111 Fees, Dues & Subscriptions 258 241 350 315 315 315 ' Travel & Training 1,939 2,507 3,380 3,600 3,600 3,600 Rents & Leases 100 88 2,500 2,500 2,500 2,500 Utilities 119 225 200 200 200 ' Insurance Library Materials Total Materials & Services 41,701 48,665 49,565 51,700 51,700 51,700 Capital Outlay ' Land & Improvements Vehicles 15,976 17,250 Equipment 83,794 17,352 54,350 4,600 4,600 4,600 Total Capital Outlay 83,794 33,328 71,600 4,600 4,600 4,600 Total Program 319.607 299.076 369,120 324,013 324,013 324,013 Budget includes the continuation of the sanitary sewer maintenance program. 83 1994/95 Adopted Budget City of Tigard Maintenance Services - Storm Sewer - Dept. #2125 Program Summary The Storm Division of the Wastewater Departmen of the City of tigard is charged with providing a trained professional staff assigned to maintain the surface storm drainage system within the City's jurisdiction. The system is maintain at a level that minimizes adverse effects to the environment, facilities, and property through goals and objectives focusing on water quality, flood control and transportation interest. ' Program maintenance includes video inspections, line cleaning and repairs, catch basin cleaning and construction, manhole rehabilitation, addressing citizen concerns and recordskeeping. 1994/95 Goals/Objectives • Maintain and improve water quality in the City's rivers, creeks, channels, ponds and wetlands to provide a safe and health environment for humans, plants, aquatic fife and wildlife. • Maximize communication, coordination and cooperation both within the City and among other agencies and jurisdictions. • Prioritize maintenance needs for service request investigations and inventories. • Develop involvement with the community and special interest groups a workable system through cooperation and public involvement. Performance Measures ' Description 1991/92 1992/93 1993/94 1994/95 ' Feet of storm lines accepted 305,041 268,282 305,041 341,800 Feet of storm lines inspected 89,310 83,677 89,310 111,130 ' Catch basins accepted 2,298 1,843 2,298 2,498 Catch basins cleaned 1,212 1,172 1,212 2,298 Feet of ditch line to be maintained 60,689 61,000 61,500 62,000 Feet of ditch line maintained 5,465 10,000 10,000 10,000 Personnel Summary , Position 1991/92 1992/93 1993/94 1994/95 Crew Supervisor .5 .5 .5 ' Senior Utility Worker 1 1 1 1 Utility Worker 4 4 4 4 84 ' 1994/95 Adopted Budget City of Tigard Maintenance Services - Storm Sewer #2125 ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 5.00 5.50 5.50 5.50 5.50 5.50 Wages 96,152 132,106 144,016 156,101 156,101 156,101 Overtime 443 363 600 600 600 600 Worker's Compensation 7,192 10,685 17,633 13,252 13,252 13,252 Payroll Taxes 7,558 10,197 11,923 13,112 13,112 13,112 ' Retirement 7,193 14,989 19,548 21,938 21,938 21,938 Group Insurance 11,906 14,756 19,430 19,975 19,975 19,975 Total Personal Services 130,444 183,096 213,150 224,978 224,978 224,978 ' Materials & Services Water Costs Prof/Contract Services 3,545 3,576 10,370 15,625 15,625 15,625 Repair And Maintenance 24,796 26,395 33,200 38,935 38,935 38,935 Special Dept. Expense 3,769 2,873 2,775 2,900 2,900 2,900 Office Supplies 57 Advertising & Publicity 291 Fees, Dues & Subscriptions 366 113 125 125 125 Travel & Training 1,778 1,907 2,350 2,520 2,520 2,520 Rents & Leases 140 3,329 2,500 2,500 2,500 2,500 Utilities Insurance Library Materials Total Materials & Services 34,685 38,250 51,195 62,605 62,605 62,605 ' Capital Outlay Land & Improvements Vehicles Equipment 4,925 5,054 31,450 8,100 8,100 8,100 Total Capital Outlay 4,925 5,054 31,450 8,100 8,100 8,100 Total Program 170.054 226.400 295.795 295.683 295.683 295.683 Budget includes the continuation of the storm drain maintenance program. 85 1994/95 Adopted Budget City of Tigard Maintenance Services - Streets Maintenance - Dept. #2130 Program Summary The Street Division's mission is to provide Tigard residents with the highest level of maintenance service possible. This ' will be accomplished by responding to their needs in reasonable time, performing the work in a professional manner, and by prudent management of the funds allocated for street maintenance. The Street Division's primary functions are installation of new nad maintenance of existing street and traffic signs, ' installation and maintenance of guardrails and barricades, crack sealing and patching street surfaces, grading rock streets and road shoulders, maintaining off road bike paths and installation and maintenance of street markings. The Street Division also monitors the street sweeping contract services. , 1994/95 Goals/Objectives • Maintain current level of sign maintenance program. ' • Improve street patching program. • Continue crack sealing program. • Establish bike path maintenance program. ' • Maintain street marking program. Performance Measures , Description 1991/92 1992/93 1993/94 1994/95 ' Miles of street maintenance (including streets awaiting acceptance) 106 106 117 120 Miles (linear) of streets swept 101.35 101.35 114 117 Actual sweeping miles 207 207 233 239 ' Number of sweeps 6 6 6 6 Street signs installed/replaced 1,049 800 1,100 1,150 ' Tons asphalt patching 355 475 350 350 Pounds crack sealer 5,560 24,000 24,000 25,000 ' Street marking (square feet) 10,560 12,000 12,000 12,500 Residential trees/shrub trimming (in miles) 20 20 20 20 Personnel Summary Position 1991/92 1992193 1993/94 1994/95 Crew Supervisor 1 1 1 1 , Senior Utility Worker 1 1 1 1 Utility Worker 5 5 4 4 ' 86 ' 1994/95 Adopted Budget City of Tigard Maintenance Services - Streets Maintenance #2130 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 7.00 7.00 6.00 6.00 6.00 6.00 Wages 175,285 171,752 171,716 193,187 193,187 193,187 ' Overtime 2,455 2,419 2,000 2,000 2,000 2,000 Worker's Compensation 24,633 13,909 14,855 16,080 16,080 16,080 Payroll Taxes 14,062 14,315 14,321 16,332 16,332 16,332 Retirement 18,869 18,711 23,285 24,280 24,280 24,280 Group Insurance 22,520 21,439 24,463 26,631 26,631 26,631 Total Personal Services 257,824 242,545 250,640 278,510 278,510 278,510 ' Materials & Services Water Costs Prof/Contract Services 47,041 61,394 92,060 90,600 90,600 90,600 Repair And Maintenance 99,146 90,659 106,120 96,000 96,000 96,000 Special Dept. Expense 4,914 2,566 3,050 3,550 3,550 3,550 ' Office Supplies 30 648 Advertising & Publicity 180 383 200 450 450 450 Fees, Dues & Subscriptions 193 327 250 320 320 320 ' Travel & Training 2,045 2,136 3,000 1,600 1,600 1,600 Rents & Leases 13,373 6,941 7,000 7,000 7,000 7,000 Utilities 149 280 240 240 240 ' Insurance Library Materials Total Materials & Services 166,922 165,203 211,960 199,760 199,760 199,760 Capital Outlay Land & Improvements Vehicles 39,022 Equipment 12,872 33,574 28,700 7,100 7,100 7,100 Total Capital Outlay 51,894 33,574 28,700 7,100 7,100 7,100 Total Program 476,640 441,322 491.300 485,370 485,370 485,370 Budget includes the continuation of the current street maintenance program. 87 1994/95 Adopted Budget City of Tigard Maintenance Services - Shop Services - Dept. #2150 Program Summary ' The Fleet Maintenance supervisor is directly responsible to the Maintenance Services Director for organization and operation of the Fleet Maintenance Division. Major ongoing functions of the Division are maintenance and repair of all City equipment, including cars, light and heavy trucks, off-road equipment, sweepers and stationary power equipment; maintaining equipment records, parts inventory control, fuel storage and dispensing equipment, and providing parts purchase and department support. 1994/95 Goals/Objectives i • Repair and maintain City equipment to ensure safe and dependable operation. • Maintain sufficient parts inventory to minimize down time. ' • Improve shop efficiency to keep up with growing fleet and increased use of equipment. • Complete transition to computerize fleet maintenance program. • Train mechanics on new equipment and technology. , • Incorporate Water Division vehicles into City Fleet Maintenance program. Performance Measures , Description 1991/92 1992/93 1993/94 1994/95 Number of police vehicles maintained 22 23 26 29 ' Number of street department rolling stock 8 11 11 13 Number of wastewater department rolling stock 11 11 12 13 , Number of parks department rolling stock 7 7 8 9 Number of Water division rolling stock 17 ' Number of other department vehicles maintained 16 17 18 18 Total rolling stock 64 69 75 99 , Public Works equipment/non rolling stock maintained 31 33 35 45 Personnel Summary ' Position 1991/92 1992/93 1993/94 1994/95 Equipment Maintenance Supervisor 1 1 1 1 Mechanic 1 1 1 1 ' 88 ' 1994/95 Adopted Budget City of Tigard ' Maintenance Services - Shops & Services #2150 ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services ' Positions 2.00 2.00 2.00 2.00 2.00 2.00 Wages 53,877 56,502 60,752 71,687 71,687 71,687 Overtime 2,212 2,162 2,835 2,835 2,835 Worker's Compensation 3,543 3,291 2,966 3,504 3,504 3,504 Payroll Taxes 4,427 4,764 5,009 6,236 6,236 6,236 Retirement 7,264 7,678 8,294 10,433 10,433 10,433 Group Insurance 5,540 8,585 10,101 11,009 11,009 11,009 Total Personal Services 76,863 82,982 87,122 105,704 105,704 105,704 Materials & Services Water Costs Prof/Contract Services 3,711 3,581 4,835 4,640 4,640 4,640 Repair And Maintenance 7,182 9,319 9,500 9,300 9,300 9,300 Special Dept. Expense 1,304 501 700 400 400 400 Office Supplies 198 48 Advertising & Publicity 24 Fees, Dues & Subscriptions 510 1,175 1,075 825 825 825 Travel & Training 202 549 1,500 1,200 1,200 1,200 Rents & Leases 500 500 500 500 Utilities 255 270 270 270 Insurance Library Materials ' Total Materials & Services 13,107 15,197 18,365 17,135 17,135 17,135 Capital Outlay ' Land & Improvements Vehicles Equipment 6,433 5,600 2,600 850 850 850 Total Capital Outlay 6,433 5,600 2,600 850 850 850 Total Program 96.403 103.779 108.087 123.689 123.689 123.689 1 Personal services increase is due to reclassifications. 89 1 1994/95 Adopted Budget City of Tigard 1 Maintenance Services - Property Management - Dept. #2160 Program Summary ' The Building Maintenance Specialist reports directly to the Maintenance Services Director and is responsible for building, as well as parks maintenance. The major ongoing functional responsibilities are maintenance of city-owned buildings, including City Hall, Maintenance Services Facilities, Chamber of Commerce, Senior Center and Tigard Youth Services, Tigard Water Facility, and any other buildings or property acquired by the City. 1993/94 Goals/Ob1jectives • Maintain maintenance program to preserve City's investment in its facilities. • Meet State and Federal safety requirements as they relate to employee worksites. • Improve physical plants to meet applicable building codes. • Prioritize functions of personnel to accommodate processing of RFA's (Request for Action forms). • Relight City facilities with energy conservation tight fixtures and ballast. • Upgrade heating and cooling system with refrigerants that meet new Federal standards. ' Performance Measures Description (in hours) 1991/92 1992/93 1993/94 1994/95 ' Custodial service 180 180 60 60 Building maintenance 1,380 1,380 1,512 1,512 Unscheduled building maintenance 120 120 109 20 Special projects 240 240 205 205 Personnel Summary ' Position 1991/92 1992/93 1993/94 1994/95 ' Building Maintenance Specialist 1 1 1 1 90 ' 1994/95 Adopted Budget City of Tigard Maintenance Services - Property management #2160 Actual Actual Adopted Proposed Approved Adopted 1991192 1992/93 1993/94 1994/95 1994/95 1994/95 ' Personal Services ' Positions 1.00 1.00 1.00 1.00 1.00 1.00 Wages 22,101 23,702 28,343 30,030 30,030 30,030 1 Overtime 351 90 500 650 650 650 Worker's Compensation 8,046 1,589 2,251 1,710 1,710 1,710 Payroll Taxes 1,805 1,932 2,379 2,567 2,567 2,567 ' Retirement 2,687 2,855 3,822 4,295 4,295 4,295 Group Insurance 2,435 1,723 1,980 2,128 2,128 2,128 Total Personal Services 37,425 31,891 39,275 41,380 41,380 41,380 Materials & Services Water Costs Prof/Contract Services 69,892 89,914 60,600 158,130 158,130 158,130 Repair And Maintenance 32,133 21,795 22,700 23,100 23,100 23,100 Special Dept. Expense 150 150 150 Office Supplies 238 9 Advertising & Publicity 250 250 250 Fees, Dues & Subscriptions 91 80 250 275 275 275 Travel & Training 413 436 620 425 425 425 Rents & Leases 161 37 1,000 500 500 500 Utilities 570 570 570 ' Insurance Library Materials ' Total Materials & Services 102,928 112,271 85,170 183,400 183,400 183,400 Capital Outlay Land & Improvements Vehicles 20,400 Equipment 475 436 500 500 500 ' Total Capital Outlay 475 436 20,400 500 500 500 Total Program _1.40,828 144,598 144.845 225.280 225.280 225.280 The budget has increased dramatically due to a large number of maintenance projects related to City facilities. 91 1994/95 Adopted Budget City of Tigard ' Maintenance Services - Water - Dept #2170 Program Summary The City of Tigard Water Division falls under the supervision of the Maintenance Services Director. The Water department has the responsibility to maintain, improve, and expand the water system while providing the highest quality , of water to its customers. The entire system that is to be maintained and managed includes the City of Durham, City of King City, the ' unincorporated area remaining still known as Tigard Water District, and the City of Tigard. The Water department will continue providing the highest quality of service to all customers regardless of the area they live in. 1994/95 Goals/Objectives • Continue to provide good customer service and strive to improve whenever possible. • Provide efficient and effective maintenance to the water system. • Develop and implement new computer programs for valve maintenance and dead end blow offs. • Continue to work with the hand held meter reading program and the changing of the meter routes. • Bring on line the remaining reservoir and pump station sites into the S.C.A.D.A. (Supervisory Control ' and Data Acquisition) system • Work to prepare the site for construction of the 2.5 million gallon reservoir off SW Scholls Ferry Road in fiscal year 1995/96. • Continue toward the goal that the City of Tigard's Maintenance Services department be an efficient and ' productive unit with the Water department as an integral piece. • Develop cooperative agreements for long term water supply. Performance Measures ' Description 1991/92 1992/93 1993/94 1994/95 ' Miles of water lines 191 193 196 200 Reservoirs 12 12 12 12 ' Fire hydrants 1,390 1,420 1,445 1,470 Pump Stations 6 6 6 6 Meters & Service Lines 11,250 11,875 12,375 12,800 Pressure Reducing 11 11 12 12 Wells 4 4 4 4 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Operation Manager 1 1 ' Crew Supervisor 2 2 Utility Workers 9 9 Management Analyst 1 1 Draftsperson 1 1 Admin./Human Resource Coordinator 1 1 Office Assistant II .5 .5 Administrative Staff 5.5 , 92 ' 1 1994/95 Adopted Budget City of Tigard Maintenance Services - Water #2170 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services ' Positions 21.00 15.50 15.50 15.50 Wages 754,682 552,300 552,300 552,300 Overtime 30,518 25,001 25,001 25,001 Worker's Compensation 18,000 70,475 70,475 70,475 Payroll Taxes 76,500 48,306 48,306 48,306 ' Retirement 68,000 75,454 75,454 75,454 Group Insurance 92,000 82,854 82,854 82,854 Total Personal Services 1,039,700 854,390 854,390 854,390 ' Materials & Services Water Costs 1,610,000 1,680,000 1,680,000 1,680,000 Prof/Contract Services 141,700 33,370 33,370 33,370 Repair And Maintenance 207,400 155,824 155,824 155,824 Special Dept. Expense 15,000 8,000 8,000 8,000 Office Supplies 107,200 5,000 5,000 5,000 Advertising & Publicity 31,700 600 600 600 Fees, Dues & Subscriptions 12,000 8,769 8,769 8,769 Travel & Training 25,200 6,400 6,400 6,400 Rents & Leases 1,200 1,500 1,500 1,500 Utilities 33,700 Insurance 38,000 Library Materials Total Materials & Services 2,223,100 1,899,463 1,899,463 1,899,463 Capital Outlay ' Land & Improvements 10,000 Vehicles Equipment 291,200 63,100 63,100 63,100 Total Capital Outlay 301,200 63,100 63,100 63,100 Total Program 3,564,000 2,816.953 2,816,953 2,816,953 The 1993/94 column includes the water budget prior to the merger with City operations. The proposed column includes only costs associated with the operation and maintenance of the water department. Other costs are included elsewhere in the budget. 93 1994/95 Adopted Budget City of Tigard, Oregon ' Development Services Program Development Services Corrurkty Street Lights C3eueprnerlt Engir egg & Signals ' Program Funding Distribution Fund ' Total by Electrical State Gas Traffic Program Program General Inspec Sanitary Storm Water Tax Impact Community Development 1,317,657 1,208,228 29,658 24,062 24,062 18,467 13,182 ' Engineering 703,975 513,900 35,199 35,199 35,199 35,199 49,278 Street Lights 330,000 330,000 Total by Fund 2,351,632 1,722,128 29,658 59,261 59,261 35,199 383,666 62,461 94 ' 1994/95 Adopted Budget City of Tigard ' Total Development Services Program ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 ' Personal Services ' Positions 34.50 34.00 33.00 35.00 35.00 35.00 Wages 1,050,881 1,120,397 1,163,835 1,271,723 1,271,723 1,271, 723 Overtime 13,452 7,982 6,603 11,049 11,049 11,049 Worker's Compensation 15,472 17,995 28,099 33,617 33,617 33,617 Payroll Taxes 84,032 90,952 96,347 106,880 106,880 106,880 Retirement 127,758 139,248 159,624 178,136 178,136 178,136 Group Insurance 115,557 124,328 139,813 164,001 164,001 164,001 Total Personal Services 1,407,152 1,500,902 1,594,321 1,765,406 1,765,406 1,765,406 L Materials & Services ' Water Costs Prof/Contract Services 102,861 87,770 114,240 85,580 78,080 78,080 Repair And Maintenance 9,425 21,981 51,522 64,233 64,233 64,233 ' Special Dept. Expense 16,748 14,237 22,296 18,510 18,510 18,510 Office Supplies 13,738 11,374 12,750 15,200 15,200 15,200 Advertising & Publicity 8,519 8,911 5,700 5,550 5,550 5,550 Fees, Dues & Subscriptions 9,107 8,517 10,418 9,428 9,428 9,428 ' Travel & Training 24,057 18,042 27,968 37,028 37,028 37,028 Rents & Leases Utilities 251,497 257,811 284,050 296,880 296,880 296,880 ' Insurance Library Materials ' Total Materials & Services _ 435,952 428,643 528,944 532,409 524,909 524,909 Capital Outlay ' Land & Improvements Vehicles 5,574 23,239 37,500 37,500 37,500 Equipment 26,345 14,080 11,220 23,815 23,815 23,815 Total Capital Outlay - 31,919 37,319 11,220 61,315 61,315 61,315 Total Program 1.875.023 1,966,864 2.134.485 2.359.130 2.351.630 2.351.630 1 ' 95 I (This page intentionally eft blank) 1 1 i 1 1994/95 Adopted Budget City of Tigard, Oregon Community Development mto,Et1NY povoiat7m em Advance Atlrnlrt Bolding Current bra 6. In~pec Planning Planning' Actual Actual Adopted Proposed Approved Adopted Acc Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994195 # Positions 22.50 22.00 21.00 23.00 23.00 23.00 Personal Services 888,411 952,835 991,570 1,125,876 1,125,876 1,125,876 Materials & Services 144,598 133,627 165,499 146,689 139,189 139,189 Capital Outlay 15,288 27,860 750 52,595 52,595 52,595 Total Comm Dev - by Category 1,048,297 1,114,322 1,157,819 1,325,160 1,317,660 1,317,660 Administration 160,818 180,261 184,425 116,467 116,467 116,467 Building Inspection 384,392 400,486 441,305 659,074 659,074 659,074 Current Planning 245,755 268,658 251,986 252,872 252,872 252,872 Advance Planning 257,332 264,917 280,103 296,745 296,745 289,245 Total Comm Dev - by Dept. 1,048,297 1,114,322 1,157,819 1,325,160 1,325,158 1,317,660 96 1994/95 Adopted Budget City of Tigard Community Development - Administration - Dept #2210 Program Summary The Community Development Director is responsible for the overall management of the Community Development Department, which includes general community planning; administration of the Tigard Development Code, as it applies to land development proposals; parks planning and development; building plans review and inspections; and general economic development activities. 1994/95 Goals/Objectives • Continue to improve the quality of customer service, including initial counter contact, telephone contact, and requests for information. • Internal administrative improvements, such as teamwork, recognition, communications and training. • Effectiveness in intergovernmental affairs, such as relationships with METRO, Washington County and other cities in the METRO area. • Management of growth, with more consideration to annexation of specific identified areas; balancing transportation needs with economic development activities within the Tigard Triangle and Washington Square/Lincoln Center areas; and expanding the City's influence outside of the current city limits. Personnel Summary. Position 1991/92 1992/93 1993/94 1994/95 Community Development Director 1 1 1 1 ' Office Manager 1 1 1 Department Secretary 1 Office Assistant II 1 1 Office Assistant 1 97 1994/95 Adopted Budget City of Tigard Community Development - Administration #2210 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 3.00 3.00 3.00 2.00 2.00 2.00 Wages 101,575 110,211 106,319 67,173 67,173 67,173 Overtime Worker's Compensation 487 635 749 1,635 1,635 1,635 Payroll Taxes 8,005 8,892 8,691 5,621 5,621 5,621 Retirement 11,840 14,067 14,742 9,404 9,404 9,404 Group Insurance 11,540 14,269 15,468 7,502 7,502 7,502 Total Personal Services 133,447 148,074 145,969 91,335 91,335 91,335 ' Materials & Services Water Costs Prof/Contract Services 9,938 4,710 20,620 2,580 2,580 2,580 Repair And Maintenance 943 1,655 3,656 4,542 4,542 4,542 Special Dept. Expense 16 Office Supplies 8,990 6,772 9,350 11,700 11,700 11,700 Advertising & Publicity 296 Fees, Dues & Subscriptions 1,306 863 1,400 960 960 960 1 Travel & Training 3,327 3,526 3,430 5,350 5,350 5,350 Rents & Leases Utilities Insurance Library Materials Total Materials & Services 24,816 17,526 38,456 25,132 25,132 25,132 Capital Outlay Land & Improvements Vehicles 12,370 Equipment 2,555 2,291 I Total Capital Outlay 2,555 14,661 1 Total Program 160,818 180,261 184,425 116,467 116,467 116,467 Wages and benefits are down significantly due to the vacancy of the Director's position. Wages and benefits have been estimated on the assumption the position will not be filled until the fall. In addition, the Community Development department receptionist position has been moved to the Building Inspection budget. 98 1994/95 Adopted Budget City of Tigard Community Development - Building Inspection - Dept. #2220 Program Summary The Building Division, part of the Community Development Department, is responsible for reviewing plans, issuing permits, and the inspection of construction to ascertain compliance with State one and Two Family, Structural, Mechanical, and Plumbing specialty codes, as well as enforcement of many Municipal Codes and Community Development codes and ordinances. The Building Division provides assistance and coordination for development approvals and permit issuance with the public and other departments, divisions, and agencies. The Building Division is comprised of one Building Official, one Permits Coordinator, one Permits Specialist, one Office Assistant, one Commercial Plans Examiner, One Residential Plans Examiner/Inspector, and five Inspectors. 1994/95 Goals/Objectives • Provide plans review and inspection services for over 3,000 building, site, plumbing, mechanical, sewer, manufactured home, and oversize load permits. • Provide enforcement of erosion control, grading, solar access, and other related codes and ordinances. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Single-family units 218 408 400 400 Single-family valuation (in millions) $24 $44 $48 $48 (includes additions & alterations) Multi-family units 298 456 Multi-family valuation (in millions) $16 $24.6 (includes additions & alterations) Commercial valuation (in millions) $30 $24 $60 $20 (includes additions & alterations) Other valuation (in millions) $2 $1 $2 $1 (includes site, grading, misc. structures) Total Valuation (in millions) $56 $69 $126 $93.6 , Number of inspections 7,961 12,732 16,500 15,500 Total number of permits 1,954 2,550 2,892 3,000 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Building Official 1 1 1 1 Commercial Plans Examiner 1 1 1 1 , Inspector III 3 3 3 3 Inspector II 1.5 1.5 1 1 Inspector 1 2 Permit Coordinator 1 1 1 Senior Office Assistant 1 1 Sr Office Asst/Permit Specialist 1 1 Office Assistant 2 99 1994/95 Adopted Budget City of Tigard Community Development - Building #2220 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 8.50 8.00 8.00 11.00 11.00 11.00 Wages 271,963 274,990 292,766 403,185 403,185 403,185 Overtime 673 5,000 5,000 5,000 Worker's Compensation 7,910 7,268 12,030 15,661 15,661 15,661 Payroll Taxes 21,357 22,105 24,137 34,155 34,155 34,155 Retirement 32,405 35,420 39,116 55,693 55,693 55,693 Group Insurance 28,854 26,280 31,336 54,965 54,965 54,965 Total Personal Services 362,489 366,736 399,385 568,659 568,659 568,659 Materials & Services Water Costs Prof/Contract Services 2,865 1,486 20,250 9,550 9,550 9,550 Repair And Maintenance 2,968 3,752 3,700 7,800 7,800 7,800 Special Dept. Expense 4,620 4,400 5,325 9,230 9,230 9,230 Office Supplies 31 122 Advertising & Publicity 2,578 Fees, Dues & Subscriptions 1,039 1,554 1,200 2,050 2,050 2,050 Travel & Training 7,395 6,489 9,300 13,860 13,860 13,860 Rents & Leases Utilities 2,111 2,145 4,630 4,630 4,630 Insurance Library Materials Total Materials & Services 18,918 22,492 41,920 47,120 47,120 47,120 Capital Outlay ' Land & Improvements Vehicles 10,869 37,500 37,500 37,500 Equipment 2,985 389 5,795 5,795 5,795 ' Total Capital Outlay 2,985 11,258 43,295 43,295 43,295 Total Program 384,392 400.486 441.305 659.074 659.074 659.074 1 Several positions have been added to this budget. The counter receptionist was moved here from Administration. Two building inspectors have also been added due to the significant increase in development activity. Capital outlay includes the replacement of two vehicles and the addition of one vehicle for the start up of the electrical inspection program. 100 r 1994/95 Adopted Budget City of Tigard Community Development - Current Planning - Dept. #2230 r Program Summary The activities within the Current Planning program include reviewing and processing applications for comprehensive plan amendments, zone changes, sensitive lands, subdivisions, variances, planned developments, land partitions, site design reviews, conditional uses, temporary uses, signs, sign code exceptions, annexations and land use decision appeals to City bodies. The Current Planning Division applies, and in certain cases updates, the Comprehensive Plan and Community Development Code. Staff support is provided to the Planning Commission, hearings officer, four Community Involvement Teams (CIT's) and two Community Planning Organizations (GPO's). 1994/95 Goals/Objectives • Continue to rewrite and upgrade certain sections of the Community Development Code, such as in-fill policies, vision clearances and standards and signage in the CBD zone, landscaping standards for parking lots, accessory apartments, recreation areas for multi-family development and design standards for Main Street, and Temporary Use amendments. • Continue to improve customer service by developing printed material, including maps, to help explain City processes and standards. • Improve quality of project review and field checking of approvals. , • Review procedural provisions of development code to determine if processes can be simplified. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Director's land use decisions 180 294 230 220 Planning commissions/hearings officer 45 26 42 40 City council land use hearings 31 19 21 25 ' Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Senior Planner 1 1 1 1 Associate Planner 1 1 1 ' Assistant Planner 2 2 2 3 Codes Enforcement Officer 1 1 Office Assistant II 1 Office Assistant III 1 Sr. Office Assistant 1 1 , 101 1994/95 Adopted Budget City of Tigard 1 Community Development - Current Planning #2230 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 6.00 6.00 5.00 5.00 5.00 5.00 Wages 167,799 180,007 160,691 158,014 158,014 158,014 Overtime 38 Worker's Compensation 811 1,769 846 793 793 793 Payroll Taxes 13,238 14,608 13,248 13,222 13,222 13,222 Retirement 18,999 24,223 22,324 22,122 22,122 22,122 Group Insurance 21,252 26,327 25,598 28,920 28,920 28,920 Total Personal Services 222,137 246,934 222,707 223,071 223,071 223,071 Materials & Services Water Costs Prof/Contract Services 10,079 7,011 13,670 11,650 11,650 11,650 Repair And Maintenance 127 424 498 798 798 798 Special Dept. Expense 926 2,824 400 1,080 1,080 1,080 Office Supplies 103 107 Advertising & Publicity 4,799 4,845 5,700 5,400 5,400 5,400 Fees, Dues & Subscriptions 2,823 2,020 4,493 2,903 2,903 2,903 Travel & Training 4,437 3,633 4,518 6,070 6,070 6,070 Rents & Leases Utilities 590 Insurance Library Materials 1 Total Materials & Services 23,294 21,454 29,279 27,901 27,901 27,901 Capital Outlay Land & Improvements Vehicles Equipment 324 270 1,900 1,900 1,900 I'I ! Total Capital Outlay 324 270 1,900 1,900 1,900 Total Program 245,755 268.658 251.986 252,872 252,872 252,872 102 1994/95 Adopted Budget City of Tigard Community Development - Advance Planning - Dept. #2235 Program Summary ' This division is part of the Community Development Department. Advance Planning and Project Development is responsible for: • Monitoring and analyzing present and future physical demographic, economic and development conditions and trends. • Clarifying and recommending ways to implement shared City goals. • Developing and implementing growth management and annexation programs. • Maintaining, updating and implementing Tigard's Comprehensive Plan. • Conducting technical studies and special planning projects such as park and natural area planning, urban design and special areas studies. • Transportation planning. • Coordinating planning issues with other jurisdictions. • Park planning. • Developing and maintaining GIS. • Administering park reservations system. Advanced planning provides support to the Planning Commission, neighborhood planning and community participation organizations, Park and Recreation Board and City Council. The Division also provides administrative and policy analysis support to the City Administrator and Community Development Director when requested. 1994/95 Goals/Objectives Comprehensive Planning: Work with City neighborhood groups to review and define City vision; maintain compliance with DLC.D, Metro, and Tigard goals; complete revision of transportation and natural resource plans. Special Projects: Significant trees; land use/zoning study; school capacity analysis. Parks: Revise Park Master Plans; improve park reservation system. Transportation: Complete transportation system plan; pedestrian/bike multi-modal study. Growth Management: Develop Urban Services Agreements; long-term water supply agreements. Information: Maintain GIS data coverage for parcel, streets and zoning and develop new coverages; implement ARC-View. Personnel Summary Position 1991/92 1992/93 1993194 1994/95 Senior Planner 1 1 1 1 Associate Planner 1 1 1 2 Assistant Planner 2 2 2 1 Senior Office Assistant 1 1 1 1 103 1 1994/95 Adopted Budget City of Tigard Community Development - Advance Planning #2235 1 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 5.00 5.00 5.00 5.00 5.00 5.00 Wages 126,221 144,098 164,546 177,839 177,839 177,839 Overtime 393 60 Worker's Compensation 524 879 861 869 869 869 Payroll Taxes 10,198 11,699 13,566 14,881 14,881 14,881 Retirement 16,433 15,869 22,860 24,897 24,897 24,897 Group Insurance 16,569 18,486 21,676 24,323 24,323 24,323 Total Personal Services 170,338 191,091 223,509 242,809 242,809 242,809 ' Materials & Services Water Costs Prof/Contract Services 65,266 64,482 38,400 36,500 29,000 29,000 Repair And Maintenance 1,290 1,621 1,233 1,683 1,683 1,683 Special Dept. Expense 2,432 2,222 9,206 1,200 1,200 1,200 Office Supplies 138 47 Advertising & Publicity 2,379 981 150 150 150 Fees, Dues & Subscriptions 1,155 948 2,085 2,105 2,105 2,105 Travel & Training 4,910 1,854 4,920 4,898 4,898 4,898 Rents & Leases Utilities Insurance Library Materials Total Materials & Services 77,570 72,155 55,844 46,536 39,036 39,036 1 Capital Outlay Land & Improvements Vehicles Equipment 9,424 1,671 750 7,400 7,400 7,400 Total Capital Outlay 9,424 1,671 750 7,400 7,400 7,400 1 Total Program 257,332 264.917 280,103 296.745 289.245 289.245 1 104 1994/95 Adopted Budget City of Tigard Engineering - Dept. #2240 Program Summary The Engineering Department is responsible for the design and construction of capital improvement projects to be maintained by the City. Functions include facilities planning, design, technical review, construction inspection and recordkeeping. The department is directed by the City Engineer and each division, as described below, is directed by a Senior Project Engineer: • Capital Improvements Division manages the capital improvement program for public streets and utilities and prepares facilities plans for future improvement needs. • Development Review Division provides technical review of adopted private development projects, issues permits for private development of public facilities, provides inspection to assure compliance with City standards, and maintains records relating to public facilities. 1994/95 Goals/Objectives • Complete all budgeted projects in the capital improvement program. • Complete the work of updating codes and design standards into a more user-friendly format. • Develop a plan for merging existing project records and maps into computer record systems (GIS, Tidemark, etc.) Performance Measures The Capital Improvement Division will manage the design and construction of numerous improvements to streets, sanitary sewers, storm drainage and parks. Work load levels are expected to be at levels similar to the past two years. The Development Review Division also expects to continue with a heavy work load of private development projects. Projects currently going through the pre-application and development approval processes indicate a strong development activity into 1995. In addition, the projects are becoming more complex and require more detailed staff review as in-fill occurs on properties with steep grades, wetlands and difficult access. Increased federal and state regulations add to the complexity of development review. Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 City Engineer 1 1 1 1 Senior Project Engineer 2 2 2 2 Project Engineer 1 1 1 1 Engineering Tech III 3 3 4 3 i Engineering Tech II 2 2 1 2 Engineering Tech 1 2 2 2 2 Senior Office Assistant 1 1 Department Secretary 1 1 105 1994/95 Adopted Budget City of Tigard 1 Engineering #2240 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 12.00 12.00 12.00 12.00 12.00 12.00 Wages 383,323 411,091 439,513 465,512 465,512 465,512 Overtime 13,021 7,249 6,603 6,049 6,049 6,049 Worker's Compensation 5,740 7,444 13,613 14,659 14,659 14,659 Payroll Taxes 31,234 33,648 36,705 39,001 39,001 39,001 Retirement 48,081 49,669 60,582 66,019 66,019 66,019 Group Insurance 37,342 38,966 45,735 48,291 48,291 48,291 1 Total Personal Services 518,741 548,067 602,751 639,531 639,531 639,531 Materials & Services Water Costs Prof/Contract Services 14,713 10,081 21,300 25,300 25,300 25,300 Repair And Maintenance 4,097 12,577 7,435 9,410 9,410 9,410 Special Dept. Expense 8,754 4,791 7,365 7,000 7,000 7,000 Office Supplies 4,476 4,326 3,400 3,500 3,500 3,500 Advertising & Publicity 1,045 507 Fees, Dues & Subscriptions 2,784 3,132 1,240 1,410 1,410 1,410 ' Travel & Training 3,988 2,540 5,800 6,850 6,850 6,850 Rents & Leases Utilities 1,470 1,905 2,250 2,250 2,250 Insurance Library Materials 1 Total Materials & Services 39,857 39,424 48,445 55,720 55,720 55,720 Capital Outlay Land & Improvements Vehicles 5,574 Equipment 11,057 9,459 10,470 8,720 8,720 8,720 Total Capital Outlay 16,631 9,459 10,470 8,720 8,720 8,720 Total Program _ 575,229 596,950 661,666 703.971 703.971 703.971 I 106 1994/95 Adopted Budget City of Tigard Street Lights/Signals - Dept. #2250 Program Summary This budget unit provides for the maintenance and energy costs for street lighting and traff ic signals on public streets. All maintenance work is done by contact and no city personnel are funded by this budget. The Engineering Department manages this budget unit. 1994/95 Goals/Objectives • Update and review inventory of existing City-owned lighting to better monitor energy and maintenance billings. 1 107 1 1994/95 Adopted Budget City of Tigard Street Lights #2250 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions Wages Overtime Worker's Compensation Payroll Taxes Retirement Group Insurance Total Personal Services S Materials & Services Water Costs Prof/Contract Services Repair And Maintenance 1,952 35,000 40,000 40,000 40,000 Special Dept. Expense Office Supplies Advertising & Publicity Fees, Dues & Subscriptions Travel & Training Rents & Leases Utilities 251,497 253,640 280,000 290,000 290,000 290,000 ' Insurance Library Materials Total Materials & Services 251,497 255,592 315,000 330,000 330,000 330,000 Capital Outlay Land & Improvements Vehicles Equipment 1 Total Capital Outlay Total Program 251.497 255.592 315.000 330.000 330,000 330,000 This budget is for street light and signal power and maintenance, and is managed by the City Engineer. 108 1994/95 Adopted Budget City of Tigard, Oregon Policy and Administration Policy and Administration pity Finance. Ad rtiniStratipn Program Funding Distribution Fund Total by State Gas County , Program Program General Sanitary Stone Water Tax Gas Tax Mayor & City Council 69,352 42,276 11,089 4,161 4,161 6,242 1,422 City Administration 359,195 218,575 57,595 21,612 21,612 32,418 7,384 Human Resources 232,219 149,665 23,222 11,611 19,739 23,222 4,760 Risk Management 266,310 135,711 42,583 15,979 42,609 23,968 5,459 Computer Systems 90,045 32,920 26,968 14,398 9,005 4,502 2,251 Finance 166,410 60,839 47,343 24,945 16,641 12,481 4,160 Accounting 423,627 183,303 97,434 33,170 77,947 21,181 10,591 Admin Services 448,350 402,479 19,802 18,896 7,174, Total by Fund 2,055,506 1,225,769 326,037 144,772 198,887 124,013 36,028 109 1994/95 Adopted Budget City of Tigard Total Policy and Administration 1 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 27.00 27.50 26.50 28.00 28.00 28.00 Wages 743,288 804,324 853,767 962,643 962,643 962,643 ' Overtime 4,796 3,211 2,897 865 865 865 Worker's Compensation 3,443 5,767 5,050 5,113 5,113 5,113 Payroll Taxes 55,607 63,086 69,764 79,459 79,459 79,459 Retirement 88,514 108,592 116,930 133,220 133,220 133,220 Group Insurance 93,051 108,314 125,395 162,136 162,136 162,136 Total Personal Services 988,699 1,093,294 1,173,803 1,343,436 1,343,436 1,343,436 ' Materials & Services Water Costs Prof/Contract Services 147,035 128,993 136,205 161,830 161,830 161,830 Repair And Maintenance 24,732 17,649 25,215 36,756 36,756 36,756 Special Dept. Expense 36,344 19,916 17,075 29,490 24,490 28,490 Office Supplies 52,838 87,789 118,950 155,426 155,426 155,426 Advertising & Publicity 37,990 32,431 38,313 50,190 50,190 50,190 Fees, Dues & Subscriptions 25,137 39,583 42,863 33,017 33,017 33,017 Travel & Training 30,352 29,686 40,040 41,167 41,167 41,167 Rents & Leases 569 566 1,470 1,505 1,505 1,505 Utilities Insurance 111,449 136,870 150,300 163,000 163,000 163,000 Library Materials Total Materials & Services 466,446 493,483 570,431 672,381 667,381 671,381 I Capital Outlay Land & Improvements 1,000 Vehicles Equipment 41,960 26,529 38,420 40,685 40,685 40,685 Total Capital Outlay 41,960 26,529 39,420 40,685 40,685 40,685 ' Total Program 1,497,105 1,613.306 1,783,654 2,056.502 2,051,502 2,055,502 110 1994/95 Adopted Budget City of Tigard, Oregon Policy and Administration Program City Administration Department City Administration Mayor #[un1a Risk grid C y,Cauriii0 AGIElvrrtb ration' i!E;SQ4~i•C88 M agern Actual Adopted Adopted Proposed Approved Adopted Acct Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/945 r # Positions 7.50 9.00 9.00 9.50 9.50 9.50 Personal Services 447,662 493,676 532,547 581,522 581,522 581,522 , Materials & Services 322,274 313,493 360,619 416,512 411,512 415,512 Capital Outlay 14,691 13,427 15,460 20,085 20,085 20,085 Total City Admin - by Category 784,627 820,596 908,626 1,018,119 1,013,119 1,017,119 Mayor & City Council 30,839 42,537 49,345 69,349 69,349 69,349 City Administration 294,824 294,321 318,617 360,197 355,197 359,197 , Personnel 164,090 165,520 194,040 232,219 232,219 232,219 Risk Management 208,906 230,134 254,659 266,309 266,309 266,309 Computer Systems 85,968 88,084 91,965 90,045 90,045 90,045 Total City Admin - by Dept. 784,627 820,596 908,626 1,018,119 1,013,119 1,017,119 111 1994/95 Adopted Budget City of Tigard Mayor & City Council - Dept. #3110 City Administration - Dept. #3120 Program Summary • The Mayor and City Council exercise all discretionary powers of the City, both legislative and executive, and exercise control over the City Administration, through the City Administrator. • The City Administrator is responsible to the Mayor and City Council for the overall operation of the City and the implementation of Council policy. • The City Recorder provides assistance to City Council in agenda preparation, meeting attendance, minutes creation, meeting follow-up, ordinance and resolution preparation, ordinance codification and local elections coordination. • The Community Involvement Coordinator is responsible for maintaining professional community and business relationships with organizations, elected officials, outside agencies and others serving as liaison to City Boards and Committees, producing and printing information (e.g., Cityscape Newsletter) and coordinating special events. 1994/95 Goals/Objectives Provide support in the following areas: ' Council • Community informationCnvolvement/responsiveness • Election process • Communication with City staff: Council policy decisions, meeting follow up, agenda setting, document preparation. Performance Measures ' Description 1991/92 1992/93 1993/94 1994/95 Average number hours/Council meeting 3.5 3.5 3.5 3.5 Number of Council meetings 45 36 36 38 Number of ordinances 45 40 40 40 ' Number of resolutions 75 80 75 75 Population served 29,650 30,835 32,145 33,430 Number of Citywide newsletters/year 10 9 9 12 ' Number of Board & Committee newsletters/year 2 2 2 2 Board & Committee Training 2 ' Number of customer service surveys 3 2 2 2 Citizen inquires and responses 2,000 2,000 2,000 2,000 ' Personnel Summary Position 1991/92 1992193 1993/94 1994/95 City Administrator 1 1 1 1 1 City Recorder 1 1 1 1 Community Involvement Coordinator 1 1 1 1 ' Administrative Secretary 1 1 1 112 1994/95 Adopted Budget City of Tigard Mayor & City Council #3110 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services ' Positions Wages 6,600 6,600 6,600 6,600 Overtime Worker's Compensation 28 26 26 26 Payroll Taxes 537 552 552 552 Retirement Group Insurance 3,304 11,782 17,822 31,816 31,816 31,816 Total Personal Services 3,304 11,782 24,987 38,994 38,994 38,994 Materials & Services Water Costs , Prof/Contract Services 7,100 13,601 3,500 2,500 2,500 2,500 Repair And Maintenance 2 750 750 750 Special Dept. Expense 5,772 933 600 1,520 1,520 1,520 Office Supplies 2,962 2,355 2,850 3,500 3,500 3,500 Advertising & Publicity 3,432 2,767 3,755 4,600 4,600 4,600 Fees, Dues & Subscriptions 1,371 184 1,700 1,810 1,810 1,810 Travel & Training 6,896 9,885 11,953 10,875 10,875 10,875 Rents & Leases Utilities Insurance Library Materials Total Materials & Services 27,535 29,725 24,358 25,555 25,555 25,555 Capital Outlay Land & Improvements Vehicles Equipment 1,030 4,800 4,800 4,800 Total Capital Outlay 1,030 4,800 4,800 4,800 Total Program 30.839 42,537 49,345 69.349 69.349 69.349 Medical and dental benefits are estimated at the full family rate and have increased by an estimated 10%. 113 1994/95 Adopted Budget City of Tigard City Administration #3120 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 3.00 4.00 4.00 4.00 4.00 4.00 Wages 154,746 163,398 170,313 187,438 187,438 187,438 Overtime 623 809 Worker's Compensation 585 917 1,220 1,132 1,132 1,132 Payroll Taxes 11,289 12,309 13,169 14,537 14,537 14,537 Retirement 21,237 23,142 23,844 26,241 26,241 26,241 Group Insurance 11,061 14,422 16,024 17,403 17,403 17,403 Total Personal Services 199,541 214,997 224,570 246,751 246,751 246,751 Materials & Services ' Water Costs Prof/Contract Services 6,482 13,363 8,420 13,490 13,490 13,490 Repair And Maintenance 4,004 6,276 3,715 4,969 4,969 4,969 Special Dept. Expense 30,552 18,542 13,275 24,180 19,180 23,180 Office Supplies 4,046 2,643 3,150 7,915 7,915 7,915 Advertising & Publicity 33,184 25,092 31,469 40,100 40,100 40,100 Fees, Dues & Subscriptions 6,526 8,344 18,530 6,536 6,536 6,536 Travel & Training 8,075 4,546 8,403 8,936 8,936 8,936 Rents & Leases Utilities ' Insurance Library Materials ' Total Materials & Services 92,869 78,806 86,962 106,126 101,126 105,126 Capital Outlay Land & Improvements Vehicles Equipment 2,414 518 7,085 7,320 7,320 7,320 Total Capital Outlay 2,414 518 7,085 7,320 7,320 7,320 Total Program 294.824 294321 318.617 360,197 355,197 359,197 Materials and services budget includes $4,000 for the 4th of July celebration, $5,000 for the community celebration, and $4,000 for support of the Broadway Rose Theatre Company. 114 1994/95 Adopted Budget City of Tigard , Human Resources - Dept. #3130 Program Summary The Human Resources Division is responsible for providing a full range of comprehensive personnel services and programs to the organization which will: • Provide leadership and act as a resource to the organization in all aspects of personnel management. • Enable the City to acquire, develop, and retain a capable service-oriented work force. • Develop, implement, and maintain personnel policies and procedures for the organization. • Provide leadership maintaining cooperative labor/management relations with the City's represented employees. • Maintain a performance appraisal system which allows for an annual review of employee contributions and ' work performance. • Maintain and update the City's compensation and classif ication system. • To serve as a resource on the administration of employee benefits and to communicate employee benefit information to all employees. , 1994/95 Goals/Objectives ' • Develop organizational productivity and capacity through research and implementation of new or revised practices. • Build employee effectiveness, productivity and capacity through skill building and training. ' • Review and revise recruitment and selection practices for fair and successful selection of new employees. • Review the City's personnel policies and procedures, implementing required changes, and educating the workforce as necessary. ' Performance Measures Description 1991/92 1992/93 1993/94 1994/95 , Applications 2,642 686 1,004 1,100 Recruitments 39 15 21 20 , Personnel Summary , Position 1991/92 1992/93 1993/94 1994/95 Human Resources Director 1 1 1 1 Human Resources Analyst 1 1 1 1 Communications/Training Analyst .5 Human Resources/Risk Assistant .5 .5 .5 115 1994/95 Adopted Budget City of Tigard ' Human Resources #3130 ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 ' Personal Services Positions 2.00 2.50 2.50 3.00 3.00 3.00 Wages 83,601 90,768 97,549 121,272 121,272 121,272 ' Overtime 144 161 Worker's Compensation 404 533 494 578 578 578 Payroll Taxes 7,601 8,145 8,042 10,148 10,148 10,148 ' Retirement 13,416 14,856 13,657 16,978 16,978 16,978 Group Insurance 9,262 10,585 11,827 15,402 15,402 15,402 Total Personal Services 114,428 125,048 131,569 164,378 164,378 164,378 Materials & Services ' Water Costs Prof/Contract Services 40,374 28,410 47,890 50,225 50,225 50,225 Repair And Maintenance 48 48 48 48 48 Special Dept. Expense 3,050 3,615 3,615 3,615 Office Supplies 4,194 6,296 5,095 7,210 7,210 7,210 Advertising & Publicity Fees, Dues & Subscriptions 1,516 2,267 2,078 1,130 1,130 1,130 Travel & Training 2,662 2,677 3,110 4,648 4,648 4,648 Rents & Leases 325 Utilities ' Insurance Library Materials Total Materials & Services 48,746 39,698 61,596 66,876 66,876 66,876 Capital Outlay ' Land & Improvements Vehicles Equipment 916 774 875 965 965 965 Total Capital Outlay 916 774 875 965 965 965 Total Program 164.090 165.520 194,040 232,219 232,219 232,219 Professional services includes contract negotiations and City wide staff training and development. Personal services have increased due to reclassification and transfer of 1/2 position from Finance for training coordination. ' 116 1994/95 Adopted Budget City of Tigard ' Risk Management - Dept. #3310 Program Summary The Risk Manager is responsible to the City Administrator for the following areas: • Risk Management - coordinating a City-wide program - this focus has resulted in a proactive approach in the protection of City assets from losses that would unduly impact the City's operations and its financial integrity; • Solid Waste - a joint effort is being made by the City and Washington County in an attempt to take a proactive approach to the significant changes occurring in the solid waste industry and meeting the Metro-wide Waste Reduction Goals set by the legislature - managing the City's franchise haulers, ordinance compliance, and citizen complaints; • American Disabilities Act (ADA) compliance implementation - includes facility and program compliance; • Special Projects - available for projects for the City Administrator. 1994/95 Goals/Objectives , Risk Management Determine Agent of Record for next three years, perform Phase I environmental audit on newly acquired property, and develop draft of Emergency Operations Plan. Solid Waste Achieve Waste Reduction Plan for year 5 of Metro's 5 year plan; develop second 5 year Waste Reduction ' Plan with Washington County Wasteshed; implement Yard Debris Collection Program & Scrap Paper Recycling Program. ADA Compliance Update American Disability Act (ADA) compliance plan for facilities. , Special Projects Develop performance benchmarks for Maintenance Services and Police Departments; write draft emergency operations plan and review with citywide staff. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Claims paid for: Workers' Compensation $85,000 $50,000 $70,000 ' Liability 12,000 18,000 18,000 Auto 4,000 6,000 20,000 ' Property 5,500 5,000 5,000 Workers Comp Experience Mod. .99 1.03 1.08 .90 Personnel Summary Position 1991192 1992/93 1993/94 1994/95 , Risk Manager/Management Analyst 1 1 1 1 Risk/HR Assistant .5 .5 .5 .5 117 1994/95 Adopted Budget City of Tigard Risk Management #3310 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 ' Personal Services ' Positions 1.50 1.50 1.50 1.50 1.50 1.50 Wages 53,578 63,432 65,635 65,231 65,231 65,231 Overtime 948 284 Worker's Compensation 168 311 501 414 414 414 Payroll Taxes 3,300 3,953 5,432 5,458 5,458 5,458 Retirement 5,857 6,802 9,223 9,132 9,132 9,132 Group Insurance 6,879 7,244 8,965 8,919 8,919 8,919 Total Personal Services 70,730 82,026 89,756 89,154 89,154 89,154 Materials & Services ' Water Costs Prof/Contract Services 18,751 4,019 6,275 5,550 5,550 5,550 Repair And Maintenance 109 100 150 150 150 Special Dept. Expense 20 417 ' Office Supplies 1,865 2,204 3,127 2,500 2,500 2,500 Advertising & Publicity 145 34 600 600 600 Fees, Dues & Subscriptions 1,311 971 1,290 1,550 1,550 1,550 Travel & Training 3,719 2,219 3,811 3,805 3,805 3,805 Rents & Leases Utilities ' Insurance 111,449 136,870 150,300 163,000 163,000 163,000 Library Materials Total Materials & Services 137,260 146,843 164,903 177,155 177,155 177,155 Capital Outlay ' Land & Improvements Vehicles Equipment 916 1,265 ' Total Capital outlay 916 1,265 Total Program 208.906 230.134 254,659 266,309 266,309 266,309 Water insurance has been included in this budget. ' 118 i 1994/95 Adopted Budget City of Tigard , Computer Systems - Dept #3220 Program Summary The Computer Systems Manager remains vacant while the organization moves forward with a review of the computer , support function. Nearly 200 users regularly utilize the system from more than 140 workstations located throughout City Hall, Police Department, Library and Public Works. In addition, users from the City Attorney's office, Lake Oswego Police ' Department and other authorized users have 24 hour a day access to the network through the telephone system. Daily backup of all data provides for a high degree of integrity and reliability. 1994/95 Goals/Objectives ' • Maintain high level of system reliability and availability • Enhance personnel training • Upgrade system network to meet increased needs • Assist user departments in hardware and software selections • Continue to improve, maintain and integrate City's software systems Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Users 190 200 190 190 ' Workstations 105 122 138 140 Mainframe storage" 930MB , Local area network storage' 2.4GB 3GB 5.3GB 6.6GB Backup time (hours/week) 4 5 6 6.5 Servers/central processing units 5 7 9 13 ' Annual cost per user' $504 $350 $200 $135 Annual cost per station" $912 $608 $400 $175 , Measurement basis: MB - Megabytes ' GB - Gigabytes Annual costs are based on maintenance of all equipment as well as system and station upgrades. Personnel Summary Position 1991/92 1992/93 1993/94 1994195 Computer System Manager 1 1 1 1 119 ' 1994/95 Adopted Budget City of Tigard ' Computer Systems #3220 ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 ' Personal Services Positions 1.00 1.00 1.00 1.00 1.00 1.00 Wages 41,914 43,051 44,035 31,697 31,697 31,697 ' Overtime 2,545 1,727 2,117 Worker's Compensation 177 246 227 159 159 159 Payroll Taxes 3,482 3,636 3,805 2,652 2,652 2,652 ' Retirement 6,224 6,269 6,461 4,438 4,438 4,438 Group Insurance 5,317 4,894 5,020 3,299 3,299 3,299 Total Personal Services 59,659 59,823 61,665 42,245 42,245 42,245 Materials & Services ' Water Costs Prof/Contract Services 7,122 7,560 7,000 19,000 19,000 19,000 Repair And Maintenance 4,567 5,280 4,500 9,000 9,000 9,000 ' Special Dept. Expense Office Supplies 601 638 2,300 2,300 2,300 2,300 Advertising & Publicity 100 1,100 1,100 1,100 Fees, Dues & Subscriptions 1,596 1,937 7,150 7,650 7,650 7,650 Travel & Training 1,978 3,006 1,250 1,750 1,750 1,750 Rents & Leases 500 Utilities ' Insurance Library Materials ' Total Materials & Services 15,864 18,421 22,800 40,800 40,800 40,800 Capital Outlay Land & Improvements 1,000 Vehicles Equipment 10,445 9,840 6,500 7,000 7,000 7,000 Total Capital Outlay 10,445 9,840 7,500 7,000 7,000 7,000 Total Program 85.968 88.084 91.965 90.045 90.045 90.045 ' This position is currently vacant. During this transition period, much of the required computer support will come from contracts. It is anticipated that this position will be filled in the fall. ' 120 i 1 1 1 t 1 (This page intentionally left blank) ' 1 1 i 1 i 1 1 i 1994/95 Adopted Budget City of Tigard, Oregon ' Policy and Administration Program Finance Department ' Finance i Acrninistrative Aitatyst Accounting Services ' Actual Actual Adopted Proposed Approved Adopted Acct Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 # Positions 19.50 18.50 17.50 18.50 18.50 18.50 Personal Services 541,037 599,618 641,256 761,914 761,914 761,914 Materials & Services 144,172 179,990 209,812 255,869 255,869 255,869 ' Capital Outlay 27,269 13,102 23,960 20,600 20,600 20,600 ' Total Finance - by Category 712,478 792,710 875,028 1,038,383 1,038,383 1,038,383 Finance 118,276 125,544 186,208 166,408 166,408 166,408 ' Accounting 202,052 223,722 214,312 423,627 423,627 423,627 Administrative Services 392,150 443,444 474,508 448,348 448,348 448,348 Total Finance - by Dept. 712,478 792,710 875,029 1,038,383 1,038,383 1,038,383 121 1994/95 Adopted Budget City of Tigard Finance - Dept. #3210 Program Summary , The Finance Director is responsible to the City Administrator for all City financial activities including accounting, ' management of cash, investments and debt service, capital improvement financing, financial forecasting, coordination of annual audit, and preparation of annual budget. In addition , the Finance Director also supervises the Administrative Services functions including office services, records and municipal court. The Director also manages issuance of debt including: • General obligation bonds ' • Bond anticipation notes • Certificates of participation The Finance Director acts as financial consultant to department heads and the City Administrator in addition to also ' acting as staff liaison to the Budget Committee and to other Boards and committees as needed. 1994/95 Goals/Objectives • Develop the comprehensive long range financial plan. ' • Update and streamline purchasing rules and procedures. • Coordinate inclusion of water activities into City financial systems. ' • Prepare annual budget and financial statements. • Review and analyze water rates. ' Performance Measures ' Description 1991/92 1992/93 1993/94 1994/95 ' Average investment portfolio 12,276,960 10,545,488 11,000,000 15,000,000 Debt issued 3,405,000 7,595,000 7,595,000 3,000,000 , City Operating Budget 9,976,670 10,521,509 10,521,509 15,000,000 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 ' Finance Director 1 1 1 1 Purchasing Specialist 1 1 1 ' Administrative Secretary 1 Analyst 1 .5 ' 122 ' 1994/95 Adopted Budget City of Tigard ' Finance Department #3210 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 ' Personal Services Positions 3.00 2.00 3.00 1.50 1.50 1.50 Wages 74,907 79,914 115,426 77,587 77,587 77,587 Overtime Worker's Compensation 294 444 586 355 355 355 Payroll Taxes 5,851 6,257 9,515 6,477 6,477 6,477 ' Retirement 10,487 10,956 16,160 10,862 10,862 10,862 Group Insurance 8,586 9,489 15,413 11,528 11,528 11,528 ' Total Personal Services 100,125 107,060 157,100 106,809 106,809 106,809 Materials & Services ' Water Costs Prof/Contract Services 1,650 3,112 2,730 5,520 5,520 5,520 Repair And Maintenance 5 8,305 15,695 15,695 15,695 ' Special Dept. Expense Office Supplies 864 1,939 1,945 1,120 1,120 1,120 Advertising & Publicity 1,043 2,293 2,863 3,790 3,790 3,790 Fees, Dues & Subscriptions 10,708 9,921 9,550 12,205 12,205 12,205 ' Travel & Training 2,511 1,024 3,715 1,769 1,769 1,769 Rents & Leases 20 Utilities Insurance Library Materials ' Total Materials & Services 16,801 18,289 29,108 40,099 40,099 40,099 Capital Outlay Land & Improvements Vehicles Equipment 1,350 195 19,500 19,500 19,500 ' Total Capital Outlay 1,350 195 19,500 19,500 19,500 ' Total Program 118,276 125.544 186.208 166.408 166,408 166,408 ' The Purchasing Specialist position was transferred to Accounting and 1/2 of the Analyst position was transferred to Human Resources. Capital outlay includes voice mail for the City phone system and office equipment previously shown in Office Services. ' 123 1994/95 Adopted Budget City of Tigard Accounting - Dept. #3230 Program Summary The Accounting Manager is responsible to the Finance Director for the City's accounting services including utility billing, accounts receivable, accounts payable, payroll, fixed assets, lien searches, inventory and preparation of financial and special request reports, and centralized purchasing. 1994/95 Goals/Objectives ' • Implement joint utility billing of sewer and water charges. , • Complete integration of water activities into City accounting systems. • Implement USA consumption based sewer billings 7/1/94. ' • Prepare the Comprehensive Annual Financial report and issue by November 15, 1994. • Develop a cash flow analysis model to enhance investment management activities. ' Performance Measures Description 1991/92 1992/93 1993/94 1994/95 ' Accounts payable invoices 5,720 3,408 3,572 3,572 Payroll checks 4,500 4,632 4,654 4,654 Utility bills 100,000 96,252 98,004 98,004 ' Phone calls 5,580 4,884 5,220 5,220 Number of vendors 1,686 2,049 2,605 2,605 ' Check requests 3,400 3,420 3,432 3,432 Lien searches 1,803 1,812 3,696 3,696 , Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 , Accounting Manager 1 1 1 1 Budget/Financial Analyst 1 ' Purchasing Specialist 1 Accounting Assistant III 1 2 2 2 ' Accounting Assistant II 2 2 1 3 Accounting Assistant 1 1 ' 124 , 1994/95 Adopted Budget City of Tigard Finance Department - Accounting #3230 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 ' Personal Services Positions 5.00 5.00 4.00 8.00 8.00 8.00 i Wages 115,889 115,937 116,028 244,984 244,984 244,984 ' Overtime 32 72 Worker's Compensation 575 827 625 1,238 1,238 1,238 Payroll Taxes 8,983 8,750 9,565 20,499 20,499 20,499 ' Retirement 10,643 14,713 15,679 32,927 32,927 32,927 Group Insurance 12,694 14,654 14,128 32,445 32,445 32,445 Total Personal Services 148,816 154,953 156,025 332,093 332,093 332,093 i Materials & Services Water Costs Prof/Contract Services 23,678 29,451 25,265 28,590 28,590 28,590 Repair And Maintenance 434 807 747 750 750 750 Special Dept. Expense 24 100 150 150 150 ' Office Supplies 24,563 27,493 29,525 54,850 54,850 54,850 Advertising & Publicity 140 1,432 Fees, Dues & Subscriptions 522 1,434 1,000 1,185 1,185 1,185 ' Travel & Training 845 3,053 1,250 4,909 4,909 4,909 Rents & Leases Utilities Insurance Library Materials Total Materials & Services _ 50,182 63,694 57,887 90,434 90,434 90,434 Capital Outlay ' Land & Improvements Vehicles Equipment 3,054 5,075 400 1,100 1,100 1,100 Total Capital Outlay 3,054 5,075 400 1,100 1,100 1,100 Total Program 202.052 223.722 214.312 423.627 423,627 423 627 Accounting employees from the Water District have been included in this budget as have other associated Water District accounting costs. 125 i 1 (This page intentionally left blank) 1 i 1 1 1 i 1 i i 1 1 1 1994/95 Adopted Budget City of Tigard, Oregon Policy & Administration Program Finance Department Administrative Services Administrafive.Services Qfiiee Municipal Records Services Gouci ' Actual Actual Adopted Proposed Approved Adopted Acct Description 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 # Positions 11.50 11.50 10.50 9.00 9.00 9.00 Personal Services 292,096 337,605 328,131 323,014 323,014 323,014 Materials & Services 77,189 98,007 122,817 125,336 125,336 125,336 ' Capital Outlay 22,865 7,832 23,560 Total Admin Svcs - by Category 392,150 443,444 474,508 448,350 448,350 448,350 Office Services 224,309 252,468 262,186 211,416 211,416 211,416 Records 73,963 69,715 80,993 90,114 90,114 90,114 Municipal Court 93,878 121,261 131,329 146,820 146,820 146,820 ' Total Admin Svcs - by Dept. 392,150 443,444 474,508 448,350 448,350 448,350 126 1994/95 Adopted Budget City of Tigard Office Services - Dept. #3320 Program Summary ' The Administrative Services Manager is responsible to the Finance Director for the Office Services section which provides city-wide support to City departments in: word processing, desktop publishing; spreadsheet development, data entry; switchboard, mail services; meeting room reservations; and coordination of large copy projects. 1994/95 Goals/Objectives , • Continue to offer internal general support services and Information Processing services to meet organizational workload demands. • Provide desktop publishing support to develop professional brochures and publications. Performance Summary 1991/92 1992/93 1993/94 1994/95 ' Description % time spent - Information Processing/Office ' Services: Administration 390/o/48% 220/o/42% 120/o/37% 340/o/41% Community Development 80/o/18% 100/0/19% 90/o/29% 210/c/33% Engineering 00/0/1% 2%/2% 1%/11% 20/o/11% ' Finance 50/o/10% 40/o/10% 40/o/10% 100/0/11% Library 220/o/5% 21%/4% 130/o/2% 310/c/2% Operations 10/0/1% 10/0/1% 20/6/2% 20/6/2% t Police 250/o/17% 400/o/22% 590/6/9% Phone call volume (avg/month) 13,467 14,060 13,200 13,500 Postage cost (avg/month) $2,074 $2,094 $2,103 $4,750 Personnel Summary ' Position 1991/92 1992/93 1993/94 1994/95 Office Services Manager 1 1 Senior Information Processing Technician 1 1 Information Processing Technician 1 Senior Office Assistant 2 2 1 , Office Assistant 3.5 3.5 2.5 3 127 ' 1994/95 Adopted Budget City of Tigard Finance Department - Office Services #3320 ' Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 6.50 6.50 5.50 4.00 4.00 4.00 Wages 126,137 134,844 118,045 91,599 91,599 91,599 ' Overtime 26 Worker's Compensation 642 1,252 688 500 500 500 Payroll Taxes 10,030 10,895 9,731 7,665 7,665 7,665 Retirement 13,321 17,604 15,641 12,824 12,824 12,824 Group Insurance 19,689 18,497 17,722 17,900 17,900 17,900 Total Personal Services 169,845 183,092 161,827 130,488 130,488 130,488 Materials & Services Water Costs Prof/Contract Services 7,791 793 1,725 1,725 1,725 1,725 Repair And Maintenance 11,227 2,732 4,945 2,397 2,397 2,397 Special Dept. Expense Office Supplies 10,673 42,083 67,418 73,331 73,331 73,331 Advertising & Publicity 813 126 Fees, Dues & Subscriptions 1,207 13,984 660 205 205 205 ' Travel & Training 2,319 1,473 2,280 1,765 1,765 1,765 Rents & Leases 385 566 645 1,505 1,505 1,505 Utilities Insurance Library Materials Total Materials & Services 33,602 62,444 77,799 80,928 80,928 80,928 Capital Outlay Land & Improvements Vehicles Equipment 20,862 6,932 22,560 ' Total Capital Outlay 20,862 6,932 22,560 Total Program 224.309 252.468 262.186 211.416 211,416 211,416 f One and a half positions have been eliminated in the Office Services area. 128 1 1994/95 Adopted Budget City of Tigard Records - Dept. #3330 Program Summary 1 The Administrative Services Manager is responsible to the Finance Director for the Records Section which provides 1 City-wide support for files management. Responsibilities include file development, filing, records retrieval, coordination of records destructions and microfilming and equipment purchasing. The City's records management program provides a means for control of inactive records, framework for legal protection, allows for timely destruction of records and efficient use of space. 1 1994/95 Goals/Objectives • Document preparation and maintenance microfilming of council, building, engineering, personnel, planning 1 commission, police case files, plans, as-builts and land use files. • Develop a disaster recovery plan for citywide records. 1 • Continued implementation of the computerized file check-out system. With the use of microfilm, documents previously kept in the vault are now available in the work area. Microfilm in the , work area allows staff more direct access to records and reduces the need for a general "file clerk." Records staff will become more project oriented focus less on retrieval and filing. 1 Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Records requests 312 251 235 220 1 Files pulled 607 581 365 350 Average time to locate/fill request 18 min 27 min 23 min 1 % of requests filled 94% 96% 96% Copies made 1,243 1,188 2,794 1,300 New files created 498 843 580 600 Hours spent on document preparation/year 2,068 1,115 1,000 1,000 1 Personnel Summary Position 1991192 1992/93 1993/94 1994/95 Records/Court Manager .5 .5 .5 .5 Records Clerk 2 1.5 1.5 1.5 1 i 1 129 1 ' 1994/95 Adopted Budget City of Tigard Finance Department - Records #3330 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 1 Personal Services Positions 2.50 2.00 2.00 2.00 2.00 2.00 Wages 44,240 44,367 46,968 54,357 54,357 54,357 Overtime 221 47 280 315 315 315 Worker's Compensation 435 779 268 284 284 284 Payroll Taxes 2,431 2,869 3,894 4,575 4,575 4,575 Retirement 3,402 4,306 6,382 8,278 8,278 8,278 ' Group Insurance 5,847 6,687 5,913 7,998 7,998 7,998 Total Personal Services 56,576 59,055 63,705 75,807 75,807 75,807 Materials & Services Water Costs Prof/Contract Services 10,050 5,628 9,000 8,900 8,900 8,900 Repair And Maintenance 2,195 2,252 2,555 2,627 2,627 2,627 Special Dept. Expense Off ice Supplies 1,742 1,157 2,215 1,700 1,700 1,700 Advertising & Publicity 46 Fees, Dues & Subscriptions 180 200 255 275 275 275 Travel & Training 1,007 523 2,263 805 805 805 Rents & Leases 164 Utilities Insurance Library Materials Total Materials & Services 15,384 9,760 16,288 14,307 14,307 14,307 Capital Outlay ' Land & Improvements Vehicles Equipment 2,003 900 1,000 Total Capital Outlay 2,003 900 1,000 Total Program 73,963 69.715 80.993 90,114 90,114 90,114 Personal services have increased due to reclassificaitons. 130 G 1994/95 Adopted Budget City of Tigard Municipal Court - Dept. #3340 Program Summary Municipal Court provides a local forum for resolution of parking citations, minor traffic citations, limited misdemeanors and civil infractions. The Municipal Court Judge is responsible to City Council for operation of the Court. The Administrative Services Manager reports to the Finance Director and is responsible for administration of the Court and coordinates with the Judge in the development of Court policy and procedures. 1994/95 Goals/Objectives • Continued processing of traffic, parking, misdemeanor and civil infractions caseloads. • Review and update of Court policies, procedures and forms. ' Focus on methods to reduce suspension rate and increase revenue. Performance Measures Description 1991/92 1992/93 1993/94 1994/95 Traffic citations processed 7,911 7,285 7,100 7,780 Misdemeanor/code violations 44 71 80 80 Judicial hours 386 401.25 360 410 Drivers' license suspended 1,070 -1,790 '1,175 1,945 Court Revenue $294,553 $284,147 $262,700 $291,750 Personnel Summary Position 1991/92 1992/93 1993/94 1994/95 Administrative Services Manager .5 .5 .5 .5 Office Assistant III 1 1 1 1 Office Assistant 1 1.5 1.5 1.5 ' Increase in number of suspensions reflects change in how suspensions are processed and counted (per violation versus per incident.) 131 1 1994/95 Adopted Budget City of Tigard Finance Department - Municipal Court #3340 Actual Actual Adopted Proposed Approved Adopted 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Personal Services Positions 2.50 3.00 3.00 3.00 3.00 3.00 Wages 48,276 68,613 73,168 81,877 81,877 81,877 Overtime 257 111 500 550 550 550 Worker's Compensation 163 458 413 428 428 428 Payroll Taxes 2,640 6,272 6,074 6,897 6,897 6,897 Retirement 3,927 9,944 9,883 11,540 11,540 11,540 Group Insurance 10,412 10,060 12,561 15,427 15,427 15,427 Total Personal Services 65,675 95,458 102,599 116,719 116,719 116,719 Materials & Services ' Water Costs Prof/Contract Services 24,037 23,056 24,400 26,330 26,330 26,330 Repair And Maintenance 2,298 145 300 370 370 370 Special Dept. Expense 50 25 25 25 Office Supplies 1,328 981 1,325 1,000 1,000 1,000 Advertising & Publicity Fees, Dues & Subscriptions 200 341 650 471 471 471 Travel & Training 340 1,280 2,005 1,905 1,905 1,905 Rents & Leases Utilities Insurance Library Materials Total Materials & Services 28,203 25,803 28,730 30,101 30,101 30,101 Capital Outlay Land & Improvements Vehicles Equipment Total Capital Outlay Total Program 93.878 121,261 131,329 146,820 146,820 146 820 132 1994/95 Adopted Budget City of Tigard, Oregon General Government General Government - i CAy city Wide Attorney Support Program Funding Distribution Fund Total by State Gas County Program Program General Sanitary Stone Water Tax Gas Tax City Wide Support 225,529 137,482 29,296 11,276 24,808 18,042 4,623 City Attomey 168,000 102,413 21,823 8,400 18,480 13,440 3,444 Total by Fund 393,529 239,895 51,119 19,676 43,288 31,482 8,067 133 1994/95 Adopted Budget City of Tigard General Government - Dept. #4000 Program Summary The Finance Director is responsible to the City Administrator for management of the General Government program. This budget unit includes City-wide expenditures that are not easily attributable to specific activities within the operating programs such as utility charges, regional government dues and other miscellaneous costs. An effort has been made to move items out of this budget unit to the units that are responsible for the expenditures thereby reducing the general government budget over the past several years. Costs for City Attorney services provided by O'Donnell, Ramis Crew & Corrigan, located in Portland, are also included in this program. Actual Actual Adopted Proposed Approved Adopted Materials & Services 1991192 1992193 1993/94 1994195 1994/95 1994/95 Prof/Contract Services 97,860 106,523 225,000 175,500 175,500 175,500 Repair & Maintenance Special Dept. Expense Office Supplies 69,780 1,389 Advertising & Publicity Fees, Dues & Subscriptions 30,498 33,325 47,015 41,644 41,644 41,644 Rents & Leases 35,000 Utilities 123,600 114,297 124,716 176,385 176,385 176,385 Total 356,738 255,536 396,731 393,529 393,529 393,529 134 1994/95 Adopted Budget City of Tigard City Wide Support - #4100 Program Summary Actual Actual Adopted Proposed Approved Adopted Materials & Services 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 7,500 7,500 7,500 Prof/Contract Services Repair & Maintenance Special Dept. Expense Office Supplies 69,780 1,389 Advertising & Publicity Fees, Dues & Subscriptions 30,498 33,325 47,015 41,644 41,644 41,644 Rents & Leases 35,000 Utilities 123,600 114,299 124,716 176,385 176,385 176,385 Total Budget Unit 258,878 149,013 171,731 225,529 225,529 225,529 Notes: This budget unit includes the following detailed appropriations: • Contract Service: • City wide space planning 5,000 • signing interpretation 2,500 7,500 • Dues for membership in state or regional organizations: Tualatin Valley Economic Development Commission 5,500 • Metropolitan Services District 13,822 Boundary Commission 3,215 • League of Oregon Cities 13,607 5,500 41,644 • Utilities for public facilities: • Natural Gas 17,000 • Telephone 47,085 • Water 28,000 • Sewer/Storm 15,300 • Electricity 69,000 176,385 225,529 135 I 1994/95 Adopted Budget City of Tigard City Attorney - #4200 r Program Summary Actual Actual Adopted Proposed Approved Adopted Materials & Services 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 Prof/Contract Services 97,860 106,523 225,000 168,000 168,000 168,000 Total 97,860 106,523 225,000 168,000 168,000 168,000 Notes: The cost of City Attorney services are estimated by category as follows: 1991/92 1992/93 1993/94 1994/95 Community Development 29,358 20,026 37,648 40,000 City Council 18,593 10,112 23,419 25,000 Municipal Court 9,786 10,328 12,119 15,000 Police 8,807 10,733 11,824 15,000 Finance/Taxation 12,722 13,612 15,905 20,000 Hearings Officer 7,829 8,042 9,524 12,000 Water 20,000 10,000 Dolan/A-Boy 80,000 Other 10,765 28,175 14,561 31,000 97,860 106,523 225,000 168,000 1 ' 136 l 1994195 Adopted Budget City of Tigard, Oregon Total Debt Service - #5000 Program Summary The City of Tigard Debt Service program is managed by the Finance Director. The City's financial policies allow the issuance of debt for one time expenditures normally of a capital improvement nature. General Obligation debt has been voter approved and the proceeds used only for the purposes approved by the voters. The City completed a refunding transaction in May of 1993. The 1987 Advance Refunding issue and 1989 Road Bond issue were both advance refunded. In addition, Bancroft Bond series 14 and the term bond portion of Series 1989 and 1990 were currently refunded. This transaction saved over $270,000 in debt service over the fife of the bonds. The State of Oregon requires the resources set aside in escrow and related debt service of the defeased bonds to be included in the budget. Original general obligation debt was voter approved and consisted of the 1984 Civic Center bonds and 1989 Road Bonds. Bancroft bonds are issued to provide funding to allow property owners participating in local improvement districts to pay their share of such improvements in installments. In 1992/93 $285,000 in Bancroft bonds were called early due to the early receipt of assessments from certain property owners. Certificates of Participation were issued in 1990 to fund certain park improvements. Debt service is funded by a five year serial levy. The Bond Anticipation Notes were issued to provide funds for the interim financing of certain local improvements within the Dartmouth Street Local Improvement District. The notes are due January 1, 1996 and it is currently the intent of the City, upon completion of the improvement project, to issue special assessment bonds to provide long-term financing. The following graphs depict future debt service requirements in total and by debt service type. Also presented are schedules detailing required debt service expenditures for fiscal year 1994/95. Debt Outstanding Estimated as of Estimated as of 6130/94 6/30/95 General Obligation Bonds 1,290,000 100,000 GO Bonds - Advance Refunding 6,645,000 1,985,000 Bancroft Improvement Bonds 2,033,000 1,740,000 Certificates of Participation 325,000 Bond Anticipation Notes 3,080,000 Total Debt Outstanding 13,373,000 3,825,000 137 I 1994/95 Proposed Budget City of Tigard, Oregon Summary of Debt Service by Type TYPE/Source of Dollars Fund Totals ' GENERAL OBLIGATION BONDS - Paid from property taxes Refunding Bonds 561,864 Road Bond 985,400 Water Bonds 117,152 1,664,416 GENERAL OBLIGATION BONDS - CALLABLE PORTION - Paid from escrow account Escrow Fund 5,067,380 BANCROFT IMPROVEMENT BONDS AND BOND ANTICIPATION NOTES: Paid primarily from Special Assessments Pre 1984 Bancroft Bonds 126,480 135th LID 22,970 PacTrust LID 191,770 Lincoln/Locust Street LID 60,400 1993 Refunding 32,020 Dartmouth Street LID 3,240,100 3,673,740 CERTIFICATES OF PARTICIPATION - Paid from property taxes Park Levy Debt Service 346,532 TOTAL 1994/95 DEBT SERVICE 10,752,068 Debt Service by Type Certificates d Park*Wion (4.4%) Gen Gbigation (19.8%) Bancroft Inpr (47.1 i 138 1994/95 Adopted Budget Projected Annual Debt Service G.OJBancrofUCerbficates/BAN's 14-1 1 1 ~ N ::;i<;:<• :3 C M;:# Q - - f!.rfy.•fi : i~ v. 'Fai'ry:::. .iii?::h: i•. x ..i ~C;:;i 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 Fiscal Year Bancroft Impr GO Bonds Certificates 0 BAN'S ; k Escrow Debt Service program expenditures through fiscal year 1994/95 are shown below: Actual Actual Adopted Proposed Approved Adopted Program Expenditures 1991/92 1992193 1993/94 1994195 1994/95 1994!95 General Obligation Bonds 1,338,034 7,245,000 1,476,800 1,664,416 1,664,416 1,664,416 Bancroft Improvement Bonds 979,003 1,274,000 3,827,700 3,673,740 3,673,740 3,673,740 Certificates of Participation 326,137 275,000 346,800 346,532 346,532 346,532 GO Bonds - Refunding/Escrow 2,235,100 5,067,380 5,067,380 5,067,380 Total Debt Service 2,643,174 8,794,000 7,886,400 10,752,068 10,752,068 10,752,068 139 1994/95 Adopted Budget Projected Annual Debt Service General Obligation Bonds 1.8 - - " 1.6 1.4 - - - I PA 12 - ~ C N .4 H 1 - 0.8 -a c Q c - - 0.6- 0.4-1 0.2 1995 1996 1997 1998 19% 2000 2001 2002 2003 Fiscal Year Principal 0 Interest 1994/95 debt service on the outstanding general obligation bonds is as follows: G.O SERIES/ Purpose Date Interest Principal Total 1987 12/01/94 9,250 9,250 Refunding bonds 06/01/95 8,069 145,000 153,069 Original issue $2,215,000 1989 01/01/95 55,700 55,700 Major street & safety imp 07/01/95 29,700 900,000 929,700 Original issue $8,500,000 ' 1993 Series A 01/01/95 127,272 127,272 Advance Refunding Bonds 07/01/95 127,273 145,000 272,273 Original issue $6,935,000 1976 Water Bonds - Tigard 01/01/95 6,365 107,484 113,849 07/01/95 3,303 3,303 Total General Obligation Bond Debt Service 366,932 1,297,484 1,664,416 140 1994/95 Adopted Budget Pro`ected Annual Deb~Sedvice Bancroft Improvement n s 4-1 33.5-0 - Lmma 3-0 2 2-1 C Q 0. 1995 19% 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 Fiscal Year ® Principal = Interest 1994/95 debt service on outstanding Bancroft Bonds is scheduled as follow: Issuance Bancroft Series Date Interest Principal Costs Total 11 08/01/94 105 3,000 3,105 14 12/01/94 45,000 45,000 17 - 68th St Parkway 09/01/94 3,375 75,000 78,375 1989 -135th Ave 12/01/94 1,770 20,000 21,770 05/01/95 1,200 1,200 1990 - PacTrust 08/01/94 43,035 110,000 153,035 02/01/95 38,735 38,735 19938 - Current Refunding 12/01/94 16,010 16,010 06/01/95 16,010 16,010 Lincoln/1-ocust St 08/01/94 10,200 40,000 50,200 02/01/95 10,200 10,200 Total Bonds 140,640 293,000 433,640 Bond Anticipation Notes - Dartmouth Street 01/01/95 50,050 50,050 07/01/95 50,050 3,080,000 60,000 3,190,050 Total Bancroft Debt Service 240,740 3,373,000 60,000 3,673,740 a 141 1994/95 Adopted Budget j Projected Annual Debt Service Certif icates of Participation 350- 300 -1-1 250 o 1 100- 1 50 0 1995 Fiscal Year Principal = Interest 1994/95 debt service on the outstanding certificates of participation is as follows: Date Interest Principal Total 12/15/94 10,766 10,766 06/15/95 10,766 325,000 335,766 Total Certificates of Participation Debt Service 21,532 325,000 346,532 142 1994/95 Adopted Budget Projected Annual Debt Service General Obligation - Callable Portion 5.1 4- oo I V' N ^ a 2 -oo 1995 19% 1997 1998 1999 2000 2001 2002 2003 2004 Fiscal Year ® Principal O Interest 1994/95 debt service on the outstanding general obligation bonds in escrow - callable portion - is as follows: G.O SERIES/ Purpose Date Interest Principal Total 1987 12/01/94 47,830 47,830 Refunding Bonds 06/01/95 47,830 47,830 Callable portion Original issue $2,215,000 1989 01/01/95 155,860 155,860 Major street & safety imp 07/01/95 155,860 4,660,000 4,815,860 Callable poriton Original issue $8,500,000 Total General Obligation Bond Debt Service - Callable 407,380 4,660,000 5,067,380 143 1994/95 Adopted Budget City of Tigard Total Capital Projects - #6000 Program Summary The Capital Projects Program includes capital improvements to the Civic Center, Senior Center, parks, water, streets, and sanitary and storm sewer systems. Projects related to streets, water sanitary and storm sewer systems, local improvement district projects and general projects are managed by the City Engineer who reports on such matters directly to the City Administrator. Park system capital projects are managed by a senior planner in the Planning Division of Development Services who reports directly to the Community Development Director. Project Funding Summary • General Most projects in this category relate to City facilities improvements and include bringing such facilities up to safety standards, increasing accessibility to City buildings and complying with new regulations related to underground fuel tanks and the American Disabilities Act (ADA). A listing of such projects and summary of funding sources are shown on the following pages. • Sanitary Sewer Most sewer capital improvements are funded by developer paid system development charges (SDC). Currently the SDC is set by the Unified Sewerage Agency (USA) and the City retains 20% for capacity related improvements and repairs. • Storm Sewer Majority of the projects are funded by developer paid SDCs. The City retains 100% of the SDC set by USA for capacity related improvements and repairs. • Street Projects are funded by county and state gas taxes and Traffic Impact Fee's (TIF) and include construction and repair, pavement overlays and improvements to expand capacity of street systems due to growth. Included • this year is a transportation study of 99W and a transportation system study. Water Due to the merging of water activities into the City operation, water projects are now included in the City budget and are managed along with other projects by the City Engineer. • Park Park SDC's are used to expand the park system and have, over the past several years, funded the acquisition of additional park land. • LID Local Improvement District projects are temporarily funded through the sale of bond anticipation notes (BANs). The notes are eventually retired with the proceeds of a Bancroft Bond sale or payment of assessments on benefitted properties. 144 1994/95 Adopted Budget • Road Bond Projects were funded by bonds sold in 1989 for $8,500,000 for the following road improvements: Bonita Road $800,000 Durham Road 2,200,000 Gaarde/Pacific Highway 850,000 Greenburg Road 1,400,000 Locust Street 450,000 Main Street 700,000 McDonald Street 900,000 Walnut Street 250,000 69th Avenue/Pacific Highway 150,000 121st Avenue 800,000 Total $8,500,000 All projects are complete. • Park Levy The park Board established a list of park land acquisitions and improvements to be funded by a five-year serial levy approved by voters in 1989. Funds were borrowed in anticipation of levy proceeds and improvements began early in fiscal year 1990/91. Park levy improvements were estimated to be completed in three years. i 1 145 1994/95 Adopted Budget City Of Tigard, Oregon Summary Of Capital Projects Actual Actual Adopted Proposed Approved Adopted Project Summary 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 General 231,820 332,906 481,650 67,986 67,986 67,986 ' Sanitary Sewer 236,003 1,072,599 1,928,390 1,500,000 1,500,000 1,500,000 Storm Sewer 49,096 855,655 1,101,000 1,101,700 1,101,700 1,101,700 Water 567,910 2,864,569 2,864,569 2,864,569 Street/Overlays 2,953,823 1,893,777 2,715,900 2,827,650 2,827,650 2,827,650 Parks 413,036 575,421 430,600 836,300 836,300 836,300 Local Improvements (LID) 137,369 2,453,000 2,207,600 1,130,000 1,130,000 1,130,000 Other 35,600 35,600 35,600 Total Capital Projects- 4,021,147 7,183,358 9,433,050 10,363,805 10,363,805 10,363,805 Fund Summary General Fund 231,820 332,906 264,743 42,986 42,986 42,986 ' Sanitary Sewer 236,003 1,072,599 1,960,446 1,500,000 1,500,000 1,500,000 Storm Sewer Fund 49,096 796,530 1,028,733 1,000,000 1,000,000 1,000,000 Water Fund 439,910 585,400 585,400 585,400 State Gas Tax Fund 331,824 747,393 716,118 742,443 742,443 742,443 County Gas Tax Fund 6,586 6,586 6,586 Traffic Impact Fee 99,853 843,384 1,370,000 1,678,540 1,678,540 1,678,540 Streets SDC Fund 21,870 Parks SDC Fund 4,885 369,421 360,000 723,800 723,800 723,800 Water Quality/Quantity 59,125 101,000 101,700 101,700 101,700 Underground Utility 35,600 35,600 35,600 Water SDC 128,000 1,594,250 1,594,250 1,594,250 Special Assessment CIP Fund 137,369 2,453,000 2,207,600 1,130,000 1,130,000 1,130,000 Road Bond Improvement Fund 2,500,276 303,000 Park Levy CIP Fund 408,151 206,000 70,600 112,500 112,500 112,500 Bull Mountain CIP Fund 515,000 462,000 462,000 462,000 Water CIP Fund 648,000 648,000 648,000 Other funds 270,900 Total Capital Projects 4,021,147 7,183,358 9,433,050 10,363,805 10,363,805 10,363,805 i 146 r 1994/95 Adopted Budget City of Tigard Summary of General Capital Improvements Proposed Approved Adopted 1994/95 1994/95 1994/95 Police records area remodel 8,986 8,986 8,986 Niche HVAC system replacement 9,000 9,000 9,000 City center improvements 50,000 50,000 50,000 Total General Improvements 67,986 67,986 67,986 i Funding Summary General Fund 42,986 42,986 42,986 State Gas Tax Fund 25,000 25,000 25,000 Total Funding 67,986 67,986 67,986 147 I 1994/95 Adopted Budget City Of Tigard, Oregon Summary Of Contingency/Reserves - 7000 The adopted budget includes contingency appropriations for most operating funds. Contingencies are built into the budget to ensure that funds are available for unforseen events and to build a cushion into revenue estimates. In addition to contingency funds, this program also includes equipment reserves for certain funds to provide for the replacement of equipment in future years. Contingencies may be transferred from the contingency appropriation to a program expenditure within the 1 same fund by council resolution. Contingencies and equipment reserves are detailed below by fund. Actual Actual Adopted Proposed Approved Adopted Fund Summary 1991/92 1992/93 1993/94 1994/95 1994/95 1994/95 General Fund 386,697 497,000 279,000 300,000 300,000 300,000 Sanitary Sewer 565,448 250,000 100,000 100,000 100,000 100,000 Storm Sewer 93,995 150,000 100,000 100,000 100,000 100,000 Water 300000 300,000 300,000 State Gas Tax 344,223 100,000 100,000 50,000 50,000 50,000 County Gas Tax 7,956 3,000 10,000 10,000 10,000 Traffic Impact Fee 100,000 250,000 250,000 250,000 Streets SDC 50,000 Parks SDC 2,900 30,000 25,000 68,000 68,000 68,000 Certificate Debt Service 6,772 Other Funds 562,626 Total Contingency 2,012,661 1,134,956 607,000 1,178,000 1,178,000 1,178,000 Equipment Reserves ' General Fund 50,000 Sanitary Sewer 250,000 Storm Sewer 75,000 State Gas Tax Total Reserves 375,000 Total Program 2,012,661 1,509,956 607,000 1,178,000 1,178,000 1,178,000 148 i (This page intentionally left blank) pppend~x I 1994/95 Adopted Budget City of Tigard, Oregon Glossary of Budget Related Terms ' Adopted Budget: Adopted budget amended and approved by the Budget Committee becomes the adopted budget after City Council takes action on it. Adopted budget becomes effective July 1 and includes all Council adopted ' changes through the year. Appropriations: Legal authorization granted by the City Council to spend public funds. Appropriations within each program may not be exceeded. Approved Budget: Adopted budget as amended and approved by the Budget Committee recommended to the City Council for adoption. Assessed Valuation: Valuation set upon real estate by the County Assessor as a basis for levying property taxes. Assets: Property owned by the City which has monetary value. BAN: Abbreviation for Bond Anticipation Note. BAN's are a form of short term borrowing in anticipation of a future sale of long term bonds. BAN's are used frequently to finance construction of local improvement district improvements and ' are retired by eventual sale of Bancroft bonds or collection of special assessments from benefitted property owners. Bancroft: Section of Oregon law that allows benefitted property owners within an LID to pay their assessments in installments. This is made possible by the sale of long term "Bancroft" bonds, proceeds of which are used to pay LID costs. Assessments received from property owners are used to meet interest and principal obligations of the bonds. Budget: A plan of financial operation embodying an estimate of adopted revenue and expenditures for a given year. ' Primary means by which most of the expenditure and service delivery activities of the City are controlled. Budget Calendar: Schedule of key dates or milestones followed by City department in the preparation, adoption and administration of the budget. 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 Administrator. Capital Improvement Proiects (CIP): Expenditures which result in the acquisition of land, improvements to existing facilities, and construction of streets, sewers, storm drains, park facilities, and other public facilities. Capital Improvements Program: Long-range plan for providing the capital outlays necessary to insure adequate ' services are provided the residents of the city. Capital Outlays: Expenditures, exceeding $200 or more, for equipment, vehicles, or machinery that results in the acquisition or addition to fixed assets. Cash Management: Management of cash necessary to pay for government services while investing temporary cash excesses in order to earn interest revenue. Cash management refers to the activities of forecasting inflows and ' outflows of cash, mobilizing cash to improve its availability for investment, establishing and maintaining banking relationships, and investing funds in order to achieve the highest interest and return available for temporary cash balances. Contingency: Appropriation established in certain funds for the funding of unforseen events. Contingency may be appropriated for a specific purpose by the City Council upon the approval of a resolution. 149 1994/95 Adopted Budget i Debt Service: Interest and principal on outstanding bonds due and payable during the fiscal year. For bonds issued prior to 1984, payments are made upon presentation of matured bonds and coupons. Bonds issued since 1984 have been in registered form which requires bond and coupon payments to be made to a Registrar prior to each series maturity date. The Registrar then makes payment of interest and principal to registered owners on the maturity date. , Depreciation: Expiration in the service life of capital assets attributable to wear and tear, deterioration, action of physical elements, inadequacy, or obsolescence. Governmental accounting shows depreciation only in the Enterprise Funds. Employee Benefits: Benefits include social security, retirement, group health, dental and life insurance, workers' compensation, and disability insurance. Encumbrance: Amount of money committed and set aside, but not yet expended, for the purchase of specific goods or services. Enterprise Funds: Governmental activities that can be operated most like a commercial business are referred to as enterprise activities and are accounted for in enterprise funds. Tigard's enterprise activities include sewer and storm ' drainage maintenance. Expenditures are matched with revenue from service charges to insure the program is self- supporting. Expenditure: Actual payment made by City check for services or goods received. Fees: General term used for any charge levied by local government in connection with providing a service, permitting an activity or imposing a fine or penalty. Major types of fees include business and non-business licenses, fines, and user charges. Fiscal Year: Period used for accounting year. The City of Tigard has a fiscal year of July 1 through the following June 30. FTE: Abbreviation for Full Time Equivalent. Staffing levels are measured in FTE's to give a consistent comparison from year to year. In most cases, an FTE is one full time position filled for the entire year, however, in some instances an FTE may actually consist of several part time positions. Fund Balance: Amount left over after expenditures are subtracted from resources. Each fund begins and ends each fiscal year with a positive or negative fund balance. Intercovernmental Revenues: Revenue from other governments, primarily Federal and State grants and State shared revenues, but also payments from other local governments. LID: Abbreviation for Local Improvement District. An LID is an entity formed by a group of property owners to construct public improvements to benefit their properties to include streets, sewers, storm drains, streetlights, etc. Costs of such improvements are then assessed fairly among benefitted properties. Measure 5: A constitutional limit on property tax rates passed by voters in the State of Oregon in November 1990. The new law sets a maximum $10 tax rate on individual properties for the aggregate of all non school taxing jurisdictions. Schools maximum rate is limited to $10 in 1993/94 with a phased in reduction to $5 in 1995/96. Obiect Classification: Indicates type of expenditure being made, i.e., personal services, materials and services, capital outlay, etc. 150 ' 1994/95 Adopted Budget ' Operating Budget: Annual budget and process which provides a financial plan for the operation of government and provision of services for the year. Excluded from the operating budget are capital improvement projects, debt service ' requirements, and contingency and reserves. ODOT: Abbreviation for Oregon Department of Transportation. Personal Services: Compensation to City employees in the form of salaries, wages, and employee benefits. Adopted Budget: City budget adopted by the City Administrator and submitted to the Budget Committee prior to their ' deliberations. SDC: Abbreviation for Systems Development Charges paid by developers and builders to fund expansion of infrastructure systems necessary due to increased usage. Such charges are collected for sewers, storm drains, streets, and parks and are paid by developers and builders as part of the permit process. SWM: Abbreviation for Surface Water Management Agency. Agency is closely affiliated with USA and performs the same functions for the storm sewer system throughout the county. Tax Base: Oregon law allows cities within the State, with voter approval, to establish a dollar amount of property tax ' that may be levied on property within the City. Once established, a tax base may be increased by 6% each year without further voter approval. Any increase beyond the statutory 6% limit must be approved by voters. USA: Abbreviation for Unified Sewerage Agency, a county-wide sewer district which provides sewer treatment facilities ' for Washington County. The Agency establishes sewer rates and contracts with most cities to collect monthly charges from residents and perform most sewer maintenance and repair services to facilities within City limits. WCCLS: Abbreviation for Washington County Cooperative Library Association. All libraries within Washington County are partially funded through a county-wide serial levy. Funds are distributed twice each fiscal year in accordance with a formula that takes into account population and circulation. The current three year levy was approved by voters in ' March 1993. 99W Major state highway running through Tigard and connecting the City with Interstate 5 and Highway 217. Also referred to as Pacific Highway West. 151 1994/95 Adopted Budget City of Tigard, Oregon ' Advisory Committees The Economic Development Committee Park and Recreation Board Transportation Advisory Committee and Solid Waste Advisory Committee will no longer function as Advisory Committees to the City as of June 30, 1993. Effective July 1, 1994 neighborhood groups referred to as Citizen Involvement Teams (CIT's) will be established. The CIT's will serve as organized forums for identifying public concerns and issues. The focus may be on parks, solid waste or any other issue as determined by members. Participation in the Citizen Involvement Teams will be open to all interested persons and are to be headed by Facilitators. The three Facilitators and one alternate initially appointed by the City Council for a set term, the length of which has not yet been determined. The City will be responsible for providing technical assistance to the CIT's and will provide a liaison who will meet with the Facilitators at least three times a year. A uniform agreement between the City and each CIT will be developed and will outline the purpose, membership, ' meetings, voting, responsibilities and selection of the Facilitators, agendas and responsibilities of the City. Budget Committee The requirement of the existence of the budget Committee (the Committee) is established by Oregon local budget law. The Committee consists of the four elected council members, Mayor and five member from the community appointed by the City Council for three year terms. The Committee is responsible for deliberating the adopted budget submitted by the City Administrator and for sending the approved budget to the City Council for adoption. The Committee must also approve adopted tax levies. Original Term Citizens Appoint. Expires Bergmann, Floyd 11600 SW 90th 12/86 6/94 Burgess, George 13475 SW Village Glen 10/87 6/95 Christensen, Judy 11540 SW Fairview Lane 3/85 6/94 Hinton, Deborah 16527 SW 108th 6/90 8/96 Westover, Phil 10340 SW Hiliview 3/91 6/95 ' Intergovernmental Water Board The Intergovernmental Water board consists of five members and was established through an intergovernmental ' agreements between the Cities of Tigard, Durham, and King City and the Tigard Water District. Each jurisdiction is represented by a member and one member is appointed at large. The purpose of the Board is to make recommendations to the Tigard city Council on water issues and to carry out other ' responsibilities set forth in the agreement. Original Term Citizens Appoint. Expires Jenkins, Lynda 16525 SW Monterey Ln., King City 1/94 12/97 Manning, Peggy 8125 SW Peters Road, Durham 1/94 12/97 Morgan, George 14130 SW 144th Ave, Tigard 1/94 12/96 Scheiderich, Bill 10810 SW Garden Park Place, 1/94 12/97 Member-at-large Schwartz, John 15900 SW 76th Ave, Tigard 1/94 12/96 153 1994/95 Adopted Budget City of Tigard, Oregon Advisory Committees ' Library Board The Library Board consists of seven members appointed by the City Council for four year terms. The Board advises the City Administrator and City Council on matters related to library operations. Original Term Appointment Expires Burgess, Yvonne 13475 SW Valley Glenn Drive 7/91 7/95 Cundiff, Jeri 12860 SW Watkins 7/91 7/95 Grossen, Susan 10570 SW Park 10/89 6/94 Hartzell, Marilyn 10285 SW 70th 7/91 7/95 Irwin, Nancy 11135 SW 125th Place 7/93 6/97 Kostol, Carl 10885 SW Fairhaven Way 6/89 6/96 Lewis, Christine 12902 SW Walnut 6/93 6/97 ' Planning Commission The Planning Commission consists of nine members, appointed by the City Council to serve four year terms. The Commission reviews and makes recommendations on land use issues. ' Original Term Appointment Expires Collson, Michael 13215 SW Genesis 2/94 7/94 DeFrang, Carolyn 11650 SW Terrace Trails Dr. 10/93 11/97 Fyre, Milton 12121 SW Lansdowne Lane 9/83 7/95 Holland, Ron 8910 SW McDonald 1/93 7/95 Moore, Brian 9835 SW Kimberly Drive 10/90 7/95 ' Saporta, Harry 14862 SW Scarlett 12/88 8/94 Saxton, Doug 13415 SW Village Glen Drive 10/91 6/93 Schweitz, Joe 11020 SW Cottonwood Lane 1/93 8/94 Wilson, Nick 12573 SW Winterlake Dr. 10/93 11/97 154 1994/95 Adopted Budget City of Tigard Staffing Summary Budget Actual Actual Adopted Adopted Unit Program 1991/92 1992/93 1993/94 1994/95 Community Services , 1110 Police Administration 3.00 3.00 4.00 4.00 1120 Police Operations 28.00 28.00 29.00 31.00 1130 Police Investigation 9.33 8.33 10.34 11.34 1140 Police Support Services 6.34 6.34 5.33 5.33 1150 Police Traffic 3.33 5.33 4.33 5.33 Total Police 50.00 51.00 53.00 57.00 1410 Library Administration 18.50 19.00 20.00 3.10 1420 Library Readers Services 1.00 1.00 1.00 7.00 1430 Library Technical Services 2.30 1440 Library Circulation 10.10 1600 Operations Parks 6.50 6.00 6.00 6.00 Total Community Services 76.00 77.00 80.00 85.50 Maintenance Services 2110 Maint Serv Administration 3.00 2.00 2.00 2.50 , 2120 Maint Serv Sanitary Sewer 7.00 6.50 6.50 6.50 2125 Maint Serv Storm Drain 5.00 5.50 5.50 5.50 2130 Maint Serv Streets 7.00 7.00 6.00 6.00 , 2150 Maint Serv Shops 2.00 2.00 2.00 2.00 2160 Maint Serv Property Mgmt 1.00 1.00 1.00 1.00 2170 Maint Serv Water 21.00 15.50 ' Total Maintenance Services 25.00 24.00 44.00 39.00 Development Services 2210 Development Admin 3.00 3.00 3.00 2.00 2220 Development Building 8.50 8.00 8.00 11.00 2230 Development Current Planning 6.00 6.00 5.00 5.00 2235 Development Advance Planning 5.00 5.00 5.00 5.00 2240 Development Engineering 12.00 12.00 12.00 12.00 Total Development Services 34.50 34.00 33.00 35.00 Policy & Administration 3120 City Administration 3.00 4.00 4.00 4.00 3130 Human Resources 2.00 2.50 2.50 3.00 3210 Finance 3.00 2.00 3.00 1.50 3220 Computer Systems 1.00 1.00 1.00 1.00 3230 Accounting 5.00 5.00 4.00 8.00 3310 Risk Management 1.50 1.50 1.50 1.50 ' 3320 Office Services 6.50 6.50 5.50 4.00 3330 Records 2.50 2.00 2.00 2.00 3340 Municipal Court 2.50 3.00 3.00 3.00 Total Policy & Admin 27.00 27.50 26.50 28.00 Total All Programs 162.50 162.50 183.50 187.50 155 1994/95 Adopted Budget City Of Tigard, Oregon Management/Professional Group Salary Schedule For 1994195 Management Range Category Position Title Pay Range A M4 Library Supervisor Monthly 1,902 2,474 Purchasing Specialist Hourly 10.97 - 14.27 B M4 Administabw Secretary Monthly 2,127 2,763 ' Librarian Hourly 12.27 - 15.94 Risk/Human Resources Assistant Police Computer Specialist ' C w Analyst Monthly 2,242 - 2,803 Assistant Planner Hourly 12.93 - 16.17 Budget Analyst E M3 Library Circulation Manager Monthly 2,397 - 3,129 Hourly 13.83 - 18.05 F M3 Equipment Maintenance Supervisor Monthly 2,425 - 3,252 ' Hourly 13.99 - 18.76 G M3 City Recorder Monthly 2,609 - 3,392 ' Human Resources Analyst Hourly 15.05 - 19.57 Associate Planner H M2 Accounting Manager Monthly 2,719 - 3,535 ' Administrative Services Manager Hourly 15.69 - 20.39 Crew Supervisor Senior Librarian ' I M2 Project Engineer Monthly 2,981 - 3,875 Hourly 17.20 - 22.36 J M2 Operations Manager Monthly 3,045 - 3,926 Hourly 17.57 - 22.65 K M2 Community Involvement Coordinator Monthly 3,127 - 4,065 ' Risk Manager/Management Analyst Hourly 18.04 - 23.45 Senior Planner L M2 Building Official Monthly 3,244 - 4,217 Computer Systems Manager Hourly 18.72 - 24.33 M M2 Senior Project Engineer Monthly 3,341 - 4,344 Utility Manager Hourly 19.28 - 25.06 N M2 Human Resources Director Monthly 3,443 - 4,476 Lieutenant Hourly 19.86 - 25.82 I ' O M1 Library Director Monthly 3,910 - 5,083 Finance Director Hourly 22.56 - 29.33 Maintenance Services Director P Mi City Engineer Monthly 4,265 - 5,647 Community Development Director Hourly 24.61 - 32.58 Police Chief 156 1994/95 Adopted Budget City Of Tigard, Oregon Tigard Police Officers Association 1994195 Salary Schedule Classification Step 1 Step 2 Step 3 Step 4 Step 5 , Records Clerk Monthly 1,650 1,736 1,828 1,924 2,025 Hourly 9.52 10.02 10.55 11.10 11.68 Property/Evidence Clerk Monthly 1,753 1,841 1,932 2,029 2,130 Senior Records Clerk Hourly 10.11 10.62 11.15 11.71 12.29 Community Service Monthly 2,086 2,190 2,301 2,416 2,536 ' Officer Hourly 12.03 12.63 13.28 13.94 14.63 Police Officer Monthly 2,527 2,593 2,729 2,873 3,024 Hourly 14.58 14.96 15.74 16.58 17.45 Corporal Monthly 2,717 2,787 2,934 3,089 3,251 , Hourly 15.68 16.08 16.93 17.82 18.76 Sergeant Monthly 2,907 2,982 3,139 3,304 3,478 Hourly 16.77 17.20 18.11 19.06 20.07 157 1994/95 Adopted Budget City Of Tigard, Oregon Oregon Public Employees Union Salary Schedule For 1994/95 ' Range Classification Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 A Accounting Assistant I Monthly 1,469 1,542 1,618 1,699 1,785 1,875 1,967 Library Assistant Hourly 8.48 8.90 9.33 9.80 10.30 10.82 11.35 ' Office Assistant Records Clerk Switchboard Operator B Accounting Assistant 11 Monthly 1,585 1,663 1,747 1,835 1,926 2,022 2,123 Info Processing Tech Hourly 9.14 9.59 10.08 10.59 11.11 11.67 12.25 ' Senior Library Assistant C Accounting Assistant III Monthly 1,685 1,771 1,858 1,950 2,048 2,152 2,259 ' Senior Info Processing Hourly 9.72 10.22 10.72 11.25 11.82 12.42 13.03 Tech Senior Office Assistant D Department Secretary Monthly 1,780 1,869 1,963 2,061 2,164 2,273 2,385 Utility Worker Hourly 10.27 10.78 11.33 11.89 12.48 13.11 13.76 E Building Inspector C Monthly 1,889 1,983 2,081 2,186 2,296 2,411 2,531 Building Maint. Spec. Hourly 10.90 11.44 12.01 12.61 13.25 13.91 14.60 Codes Enforcement Officer Educational Services Coordinator ' Engineering Tech. I GIS Technician F Mechanic Monthly 2,022 2,122 2,228 2,340 2,458 2,581 2,710 Senior Utility Worker Hourly 11.67 12.24 12.85 13.50 14.18 14.89 15.63 G Engineering Tech. II Monthly 2,169 2,279 2,391 2,511 2,636 2,768 2,908 Development Services Hourly 12.51 13.15 13.79 14.49 15.21 15.97 16.78 Facilitator H Building Inspector B Monthly 2,329 2,445 2,567 2,695 2,832 2,972 3,121 Hourly 13.44 14.11 14.81 15.55 16.34 17.15 18.01 ' 1 Building Inspector A Monthly 2,519 2,646 2,778 2,917 3,062 3,215 3,376 Engineering Tech. I II Hourly 14.53 15.27 16.03 16.83 17.67 18.55 19.48 Plans Examiner 158 i 1994/95 Adopted Budget City Of Tigard, Oregon ' Schedule Of Capital Equipment 1993/94 1994/95 Adopted Adopted , Community Services 1110 Police Administration Software License 3,000 7,600 ' CAD Modems (4) 3,600 Laptop Mounts 4,000 Computer Equipment 4,650 ' Computer Server Hard Disk 2,500 Total Police Administration 13,100 12,250 ' 1120 Police Operations Replacement vehicle for CSO 2,000 17,081 ' Replacement Patrol Vehicles (4) 77,640 68,324 S-10 style pickup truck w/lights 13,190 Replacement Bulletproof Vests (10) 2,500 5,250 ' Radios and Equipment 19,770 Mountain Bike 500 Training Equipment 1,361 Opticom Syustem (15) 21,150 Laptop computer (1) 2,700 Total Police Operations 117,800 113,666 ' 1130 Police Investigation , Replacement Detective Vehicle 17,810 Radios 4,000 , Fingerprint kit replacements (2) 600 Total Police Investigation 22,410 i 1150 Police Traffic Motorcycle (1 replace, 1 additional) 8,800 16,000 Motorcycle helmet 500 Motorcycle shocks 400 Stalker Radar System 1,000 ' Total Police Traffic 9,700 17,000 Total Police 140,600 165,326 ' 159 , - - I i 1994/95 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment ' 1993/94 1994/95 Adopted Adopted 1410 Library - Administration Network/Wili Computer Equipment 7,000 5,210 Microfiche reader/printer 4,000 Printer (2) 1,075 Barcode reader (4) 1,550 1,520 Metal shelves/Bookcases 8,493 Wooden shelving 525 CD Rom data base terminals (3) 4,680 Total Library Administration 26,248 7,805 1420 Library - Readers Services Shelving 2,500 ' Total Library Readers Services 2,500 1600 Parks In Park Vehicles (2) 15,000 Mid size mower 7,200 ' 21 " push mowers (2) 1,200 Leaf Blower 1,000 36" Ransomes mower 3,600 Pressure Washer 1,500 Leaf Blower - tractor drawn 4,700 24" Auger for existing tractor 800 Blowers (2) 900 Computerized irrigation control ' Weedeaters (2) 900 Winch for Toro 500D mower 1,800 Truck 1 ton 4 wheel drive w/service bed 17,250 Total Parks 30,250 25,600 ' Total Community Services 197,098 201,231 I 1 160 1994/95 Adopted Budget City Of Tigard, Oregon ' Schedule Of Capital Equipment ' 1993/94 1994!95 Adopted Adopted Field Operations 2110 Administration Workstation 500 , Disk Drive 750 Total Administration 750 500 ' 2120 Sanitary Sewer Backhoe 52,250 Brush Chipper (1/4) 4,600 Service Truck 17,250 Hydrant Meter 600 ' Software 1,500 Total Sanitary Sewer 71,600 4,600 , 2125 Storm Sewer TV Hand winch 750 , Brush Chipper (1/4) 4,600 Quick Grapple Attachment 3,500 Rammer compactor 2,000 ' Air compressor and Accessories 13,100 7 Yard dump truck 15,600 Total Storm Sewer 31,450 8,100 ' 2130 Streets 7 Yard dump truck 19,600 Rotohammer 1,300 ' Brush Chipper (1/4) 4,600 Mechanical Post puller 2,500 Vibraplate Compactor 1,800 Flail mower attachment 6,000 Total Streets 28,700 7,100 , 161 ' ' 1994/95 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1993/94 1994/95 ' Adopted Adopted 2150 Shops Dual Trace Oscilloscope 2,600 ' Cordless phone 350 Air conditioner 500 ' Total Shops 2,600 850 2160 Bldg Maintenance ' Cellular Phone 500 Replacement Van 20,400 ' Total Bldg Maint 20,400 500 2170 Water ' Computer Memory Upgrades 2,000 Brush Chipper (1/4) 4,600 Hydraulic Tools 3,500 SCADA Equipment phase III 50,000 Water Sampling Station 3,000 ' Total Water 301,200 63,100 Total Field Operations 456,700 84,750 Community Development 2220 Building Inspection Tidemark report programming Computer Upgrades (5) 3,500 ' Office Equipment 1,950 Cellular Phone 345 Replacement Vehicles (3) 37,500 Total Building Inspection 43,295 2230 Current Planning ' Replacement Desk 500 Computer Upgrades (2) 1,400 Total Current Planning 1,900 162 1994/95 Adopted Budget City Of Tigard, Oregon ' Schedule Of Capital Equipment 1993/94 1994/95 Adopted Adopted ' 2235 Advance Planning Computer for arcview 750 Laser Plotter for GIS 6,000 , Computer Upgrade (2) 1,400 Total Advance Planning 750 7,400 ' 2240 Engineering Underground electronic locator 1,500 , Digitizer upgrade 800 1,400 Memory upgrade 1,920 1,920 CAD software for new stations 4,500 4,500 Traffic Counter 900 Data Collector 1,750 Total Engineering 10,470 8,720 Total Community Development 11,220 61,315 Policy & Administration 3110 & 3120 City Administration Codemaster - computer 850 ' Workstations (3) 5,000 File Cabinets (2) 820 Laptop Computer 1,500 ' Repair Replace mini blinds 2,000 Answering machine 250 Fabric banners 300 Fax Machine 700 Portable white board 350 350 ' Sound system upgrade 5,585 1,500 Total City Administration 7,085 12,120 3130 Human Resources Horizontal File Cabinet 665 ' Monitor & Keyboard 300 Fire proof file cabinet 875 Total Human Resources 875 965 ' 1 163 ' ' 1994/95 Adopted Budget City Of Tigard, Oregon Schedule Of Capital Equipment 1993/94 1994/95 ' Adopted Adopted 3211 Finance Voice Mail 19,500 ' 3220 Computer Systems Computer room remodel 1,000 Replacement disk drives 6,500 7,000 Total Computer Systems 7,500 7,000 3230 Accounting Replacement calculators (3) 400 600 Computer Equipment 500 Total Accounting 400 1,100 3320 Office Services Desktop pub. enhance. Software ' CD Rom - Corel Draw upgrade 500 Hard Drive for desk top publishing 850 Memory upgrade (7) 1,080 Desk 1,630 Copier - Operations 18,500 Total Office Services 22,560 3330 Records Reader/Printer Lens 500 Microfiche storage cabinet 500 ' Total Records 1,000 Total Policy & Administration 39,420 40,685 Total Capital Outlay 704,438 387,981 164 City of Tigard, Oregon city map Budget kAQ_ ci FtD. rt Rs FERRY TAYLO 6CVp 0 ►-OUST ST, HWY co CN gT i a TN NOR DAKOTA GRE ~gU~ a O~~ ~ RQG 2~~ _w r r~ LNU~ CJ T eEN V ER WA ST. M~pONAL-D GAARDE Sr BON►TA RD FtO~ BULL- a ~Q. MOUNTAIN RD. OURH AM a BEEF 99 / lr r' CITY OF TIGARD 1 SETTING THE STANDARD FOR SERVICE EXCELLENCE t We are committed to: 1 PARTICIPATION Citizens and employees working together ' INNOVATION Consider and respect new ideas RESPONSIVENESS ' Accurate and timely COMMUNICATION Open and clear COURTESY To all i