City of Tigard Budget - FY 1997-1998
CITY OF TIGARD, OREGON
1997/98 Adopted Budget
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The Budget cover sports a photograph taken from a Balloon by Water Department employee
Clark Farrier. The Balloons in the photo were launched as part of the 1997 Tigard Festival of
Balloons which takes place in June each year at Tigard's Cook Park nestled along the Tualatin
River. The event is a City of Portland Rose Festival sanctioned event and attracted more than
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70,000 people this year. •
The Tigard Festival of Balloons is put on by a non profit community group and is sponsored in
part by the City of Tigard with a cash contribution and with in kind contributions of labor and
materials by the Public Works Parks division and the Police Department. Scores of volunteers •
also contribute to the success of this event.
The photograph shows a newly purchased piece of property that will be used in the future to
expand Cook park with additional parking and ballfields and wetlands viewing areas. In the
center of the photo can be seen the newly renovated Tigard High School and the recently •
expanded Unified Sewerage Agency Tigard Treatment facility.
Off in the distance is the Commercial corridor of Tigard along 72nd Avenue and Interstate 5.
The City of Lake Oswego can be seen bordering Tigard on the East and portions of Portland to
the North. •
- CITY:.-OF TIGARD9 OREGON
1997/98 Adopted Budget
BUDGET COMMITTEE
George Burgess Mayor James Nicoli
Craig Dirksen Councilor Ken Scheckla
Gene Farnstrom Councilor Brian Moore
Joyce E. Patton Councilor Paul Hunt
Max Williams II Councilor Bob Rohlf
CITY STAFF
City Manager William A. Monahan
• Public Works Director Ed Wegner
Library Director Kathy Davis
Chief of Police Ron Goodpaster
City Engineer Gus Duenas
• Director of Finance Wayne Lowry
Director of Network Services Paul deBruyn
City Recorder Cathy Wheatley
• Community Development Director James Hendryx
Human Resources Director Sandy Zodrow
Risk Manager/Management Analyst Loreen Mills
• City Attorney O'Donnell, Ramis, Crew, Corrigan
& Bachrach
• City of Tigard, Oregon
Printed on Recycled Paper
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GOVERNMENT FINANCE OFFICERS ASSOCIATION •
Distinguished, •
Budget Presentation •
Award •
A
PRESENTED TO •
City of Tigard, •
Oregon •
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For the Fiscal Year Beginning
July 1, 1996 •
'Ws •
Presi t Executive Director
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The Government Finance Officers Association of the United States.and Canada (GFOA) presented •
an award of Distinguished Budget Presentation to the City of Tigard for its annual budget for the .
fiscal year beginning July 1, 1996.
In Order to receive the award, a governmental unit must publish a budget document that .meets .
program criteria as a policy document, as an operations guide, as a financial plan and . as a.
communication device. •
,The award is valid fora period of one year only. We believe our current budget continues to
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conform to program requirements, and we are submitting it to GFOA to determine its eligibility for,
another award.
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May 5, 1997
• CITY OF TIGARD
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Honorable Mayor Nicoli, members of the City Council and citizen OREGON
• members of the Budget Committee, I hereby submit for your consideration
the 1997/98 Proposed Budget for the City of Tigard.
•
1997/98 is perhaps the most challenging year we have ever faced as a local government. As you
• know, the voters approved ballot Measure 47 at the November 1996 general election. The measure
significantly reduces property tax collections on individual property tax bills throughout the state of
• Oregon. The passage of Measure 47 has a tremendous impact on the five year financial plan,
• Tigard's established process of financial planning.
The current five year plan was established in 1994 and was the basis for the tax base increase
• request submitted to the voters in November 1994. The voters approved the increase of $1,700,000
by a 51% majority with a 69% voter turnout. The new level of funding was intended to fund the
• addition of 25 positions through the year 2001, most of which were to be in the Police Department.
• Measure 47 dramatically alters the foundation of the five year financial plan. We are fortunate
however, that we are in the early stages of implementation of the plan and have not yet hired the
majority of the positions that were dependent on the increased funding in the plan. Most of the
expected loss in future revenues will impact future positions envisioned in the plan, rather than
current positions.
1996/97 Response
In response to the passage of the Measure in November 1996, all departments were directed to cut
back on all expenditures that could be delayed or eliminated without affecting direct services to
citizens. All vacant general fund based positions for the remainder of the fiscal year were frozen and
remained unfilled through the end of the fiscal year. Due to several retirements in the Police
Department, the Council approved the filling of several vacancies as an exception to this policy.
• This effort increased the ending balance for the general fund.
Strategy for the Future
• The five year plan has been updated with the assumption that the general fund will lose $2,200,000
in 1997/98 due to Measure 47 and remaining property tax revenues will grow at 3% per year
• thereafter. All materials and services in the plan were cut by 10% in 1997/98 and then allowed to
grow from the reduced level at 3.5% per year to allow for inflation. In addition, all non police future
• positions in the plan were eliminated and the additions to Police and Library staffing were reduced
• from the original plan each year. All frozen positions from 1996/97 are restored in 1997/98. The
updated plan anticipates the addition of 11 positions through 2001 which is 11 positions less than the
• original plan.
• With the updated five year financial plan, the general fund is projected to end the fifth year with a
• balance of $1,614,000 which is within the target range of $1,500,000 to $2,000,000 established in
1994. The five year plan strategy used for the past 20 years by the City was dependent on the ability
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• 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772
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to request increased tax bases every five years. With the passage of Measure 47, we must develop
a new long term strategy to fund continuing quality basic services to the citizens as the community
continues to grow and revenues continue to be reduced. •
As an added challenge, voters will consider Measure 50 in May 1997 referred to them by the 1997
Legislature that would repeal Measure 47 but establish similar limits on individual property tax bills. •
Measure 50 was intended to approximate the state wide reductions in property taxes but add clarity
and logic to the method of reduction.
Measure 50 appears to greatly alter the impacts of Measure 47 for the City of Tigard by reducing the
City's loss from Measure 47 by nearly 63%. If Measure 50 were to pass, it appears the City would
have sufficient funding to complete the current five year plan in nearly all respects. Due to the hasty •
placement of the Measure on the May ballot and the lack of detail as to how Measure 50 would be
implemented, this budget has been prepared with the assumption that Measure 47 will stand and will
be implemented by the legislature.
1997/98 Budget Proposal
This budget proposal has been designed to ensure the continued provision of basic quality services
to the community while at the same time recognizing the likely significant loss of general fund
property tax revenues. The proposal restores all frozen positions approved but not filled in 1996/97. •
Department Heads were instructed to reduce all materials and services requests by 10% and to only
request those capital equipment items deemed vital to continuation of basic quality services. Using
these assumptions, the total operating budget without the addition of the urban services area totaled .
$ 17,938,103 which represents a 3.6% decrease in the operating budget.
The 1997/98 budget proposal was designed to address a variety of significant issues as follows:
Police
The 1997/98 proposal restores 3 officer positions that were added in 1996/97 but were frozen with
the passage of Measure 47. The proposal however, does not include any additional Police positions.
The original plan anticipated the addition of two officers in 1997/98. Police staffing is proposed at 64
positions. One vacant position was transferred from Police to Current Planning for code
enforcement activities which have been the responsibility of the Police Department for the past two
years. The budget also includes the replacement of seven patrol vehicles and one motorcycle and
the replacement and upgrade of 14 computer workstations in the department. •
Library •
The Library was 70% funded through a county wide levy in 1996/97 with the remainder of funding
coming from fees for late materials and property taxes. Both the City's share of property tax support
and the county wide levy will be significantly affected by the reductions in property tax revenues
from Measure 47. The Washington County Cooperative Library System is proposing a status quo
budget with the same level of funding as the prior year. This is. possible through their use of reserve
funds.
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The Library budget includes no new positions and like the Police includes the restoration of one
vacant position that has been frozen since the passage of Measure 47. The Library proposal
• includes the replacement of 21 computer workstations made necessary by the upgrade of the County
wide Library computer system to Windows. Most of these stations are for public access and some
are for employee use. The total Library budget is less than that approved in 1996/97 due to the
• reduction of Library materials purchases by $12,000.
Public Works
• Proposed Public Works staffing includes two additional positions. One of these positions is in the
water budget and replaces four temporary positions in the area of meter maintenance and grounds
maintenance. The other additional position is a supervisor in the parks and grounds division. The
• supervisor position will be extremely effective as the City continues to acquire green spaces and
trails while forging partnerships with other civic groups and youth leagues for the use, maintenance,
and acquisition of sports fields and other joint facilities.
The Parks budget includes several large maintenance projects. Improvements will be made to
Summerlake Park playground to bring it up to ADA standards in the amount of $17,100 and the
Jack Park path system will be replaced for an estimated $46,960.
The Property Management budget includes facility maintenance costs and a variety of maintenance
projects for various City facilities. Included is roof replacement at the Niche to repair storm damage,
• replacement flooring at the Senior Center, Senior Center window covering replacement and periodic
duct work cleaning at City.Hall. Other projects at the Library, City Hall and the Niche building were
requested in the amount of $56,330 but were not deemed priorities at this time and were therefore
• not included in this proposal.
The budget for the Water Department includes an additional FTE to replace several temporary
seasonal positions. The new position will be responsible for year round meter maintenance and
• periodic flushing of water mains. This position will also be available to fill in on normal water crew
operations during the year which adds flexibility to the water maintenance operation.
• Community Development
The Community Development Department budget proposal includes one additional position added
by the City Council in March 1997 to the Building unit for data entry and clerical support. The
proposal also includes $71,540 for equipment and software to upgrade the Tidemark permit plan
program to the Windows environment. This will greatly enhance the capabilities of the system
especially in organizing and reporting information.. This is seen as necessary for continued
• maintenance of the system and as an enhancement to customer service in the permit and inspection
area.
Washington County Urban Services
Perhaps the most significant change to this portion of the City budget has been the addition of 9
• positions and related capital and materials to several Community Development budget units to
provide development services to portions of Washington County outside the City boundaries. This
area is known as the "Urban Services Area" and began receiving service from the City on June 1,
1997 by Intergovernmental Agreement -with the County. This is a program the County hopes to
establish with other Cities in the. County. The purpose is to consolidate Urban type services in the
nearest and most logical service provider for citizens in the County. The Urban Services Area can
be located on the City of Tigard map in the appendix section of this budget document.
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The agreement calls for the City to collect fees and charges for services in the area and to use them
to pay for the costs of providing services to.the area. The agreement includes make whole language •
that requires the County to pay the City additional funds should fees and charges not be sufficient to
cover costs. This ensures that City residents and other City programs will -not subsidize.this activity.
The City will receive $215,000 from the County in June 1997 to begin this program. -These funds are • % intended to cover permits in. progress and to provide funds to cover startup costs of the program.
The City, being limited in office space, is purchasing a modular facility and locating it on the City.
Hall site. The Modular will be purchased with the City's facility fund and will be repaid through lease .
payments from the Urban Services fund over the next five years.
Capital Improvements
The proposed budget includes $ 17,050,767 -for capital improvements. The largest 'single
improvement is the construction of the Mehlor Reservoir. This addition to the water system will
provide-an additional 3.5 million gallons of water storage capacity in the Bull Mountain area at the .
410, foot elevation pressure zone. This project is estimated to cost $3,550,000 and will be fully
funded by. Water SDC's and the Water CIP reserve fund. Water projects also include a meter
replacement program totaling $835,000 that will replace all meters over 1 1/2 inches. This is.
intended to increase the accuracy of metering water usage and is expected to pay for itself over a
three year period by reducing water losses.
Debt Service .
The City continues to reduce it's outstanding,General Obligation debt. Outstanding debt at the end
of the fiscal year is anticipated to be $ 7,710,000. General Obligation debt from the 1994 City Hall .
issue will be paid off on June 30, 2003 and the 1989 Road bond issue will be paid off on' June 30,
1999. The tax rate to citizens in the 1999/00 fiscal year will drop by an estimated $.37 per
thousand. if the City contemplates future general obligation bond issues,.it would be best to go to .
the voters in November 1998. The tax levy on the issue could then be levied in the following fiscal,
year to replace the expiring levy.
Awards
The City continues to participate in the Government Finance Officers Association awards programs
for Financial 'reports and budgets. The City was awarded the Certificate of Achievement for .
Excellence in Financial Reporting for the fiscal year ending June 30, 1996. The City also received
the Distinguished .Budget Presentation award for the 1996/97 budget.. The City will continue to
produce quality financial documents that meet the requirements of both these programs. .
Conclusion
1997/98 will be a challenging year for Local Government. Will Oregon voters repeal Measure 47 •
with the passage of Measure 50 on May 20, 1997 or will they demand that Measure 47 be
implemented with the defeat of Measure 50? The will of the voters will have a dramatic impact on
the City of Tigard. Tigard is not average and therefore does not fit the average impact scenarios
that the experts have put forth for both measures. Under Measure 47, Tigard stands to lose
$2,200,000 in property tax revenues. Under Measure 50, the loss -is estimated to be $750,000.. As
you can see, the difference between these two measures is significant for the, City. It follows that the ,
difference between these two measures will be equally significant for voters. Tax payers property
taxes will be much lower under Measure 47 than they will be under Measure 50.
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In the face of the uncertainty of the outcome of either of these measures, we have designed this
budget to be adoptable under either circumstance. There are no new property tax funded positions
• in this proposal. Likewise, there are no reductions in such positions. Our five year plan has shown
that the level of staffing in this proposal can be sustained through the year 2001 including some
additions to both Library and Police over the next three years.
Should Measure 50 pass, the City has three options. The Budget Committee could reconvene
before the end of May and reconsider staffing levels. The City Council could make adjustments if
any at the final hearing in June. The City could also wait until next fiscal year and make budget
adjustments in the fall after implementation statutes have become effective and more is known
about property tax revenues. If Measure 50 passes, I would recommend the reconvening of the
Budget Committee to specifically address staffing needs in the Police and Library budgets. If
• Measure 50 fails, I recommend the proposed budget as amended by the committee be adopted and
any further adjustments be made by the City Council after more is known in the fall.
• I want to thank the City Council for their support throughout this budget process and the citizen
members of the budget committee for taking their time to be involved in this important civic
endeavor. I also wish to thank all Department Managers and their, staff for their sincere efforts at
producing a budget that will provide the best value to the citizens of Tigard.
Respectfully submitted,
William A. Monahan
City Manager
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City of Tigard, Oregon
1997/98 Supplemental Budget Message
Since the 1997/98 budget was proposed to the Budget Committee on May 5, 1997, several events
have occurred that materially altered the budget document and process. On May 20, 11997, the •
voters in the State of Oregon approved a legislatively placed measure known as ballot Measure 50.
The Budget committee had the opportunity to meet after the election to assess any impacts of the
Measures passage on the 1997/98 budget. .
Measure 50 effectively repealed Measure 47 and, for the City, of Tigard, is estimated to result in a :
smaller loss of 'property tax revenue than- was anticipated under Measure 47. The difference in .
property tax revenue in 1997/98 is estimated at an additional $830,000.
Due to the passage of this measure, the Budget Committee met on May 23, 1997 and deliberated a
variety of changes to the budget brought on by the additional revenue. The most significant change .
was the addition of two Police officer positions to the Police Department budget. Also added back to
the budget was a position for network support and an additional position to the Library. In addition,
the budget was adjusted for the Police Department by $42,300 to provide for the early hiring of three .
officers to replace three senior officers retiring during the year.
Other changes included corrections and carryovers and the recognition of several revenues sources .
at higher than anticipated levels.
The operating budget approved by the' budget committee without the Urban Services program .
addition is $18,295,090. This is a reduction of $336,979 from the 1996/97 operating budget or a .
nearly-2% decrease.
The passage of Measure 50 greatly alters the financial future of the City. Measure 50 recognizes the .
taxbase increase approved by Tigard voters in 1994 that became effective in 1996/97 while Measure
47 would have ignored it. The additional revenue allows the restoration. of most five year plan
programs which were committed to the voters in 1994. .
I want to thank the members of the Budget Committee for their hard work and their willingness to
look at modifications to the budget proposal after the election. I also want to thank the City Council .
for their policy direction and Department Directors and their staff for their continued commitment and .
hard work on behalf'of the citizens of Tigard.
Respectfully Submitted,
L I ~
William A. Monahan
City Manager
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CITY OF TIGARD,:OREGON
1997/98 ADOPTED BUDGET
TABLE.OF CONTENTS
Pep No..
BUDGET INFORMATION:
• Readers Guide to the Budget Document 1
Budget Process 3
City Information 5
Organizational Structure 6
Fiscal Policies 6
Property Tax Summary 9
Tax Base History 10
Assessed Valuation 11
Program Budget Matrix 12
Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance- Governmental 15
• Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance-Special Revenue 16
Combined Budget Statement of Revenues, Expenditures and Changes in Retained Earnings - Proprietary 17
Comprehensive Long Term Financial Plan 18
REVENUE SUMMARY:
• Revenue Summary 21
Property Tax Revenue 23
• State Revenue 24
Enterprise - User Fee Revenue 24
Connection Fee Revenue 25
Permit Revenue 25
Franchise Fee Revenue 26
County Revenue 26
Fine Revenue 27
Interest Revenue 27
• FUND REVENUE:
• General Fund 28
Enterprise Funds 32
Sanitary Sewer Fund 33
Storm Sewer Fund 34
Water Fund 35
Water SDC Fund 36
Water Capital Project Fund 36
Water Quality/Quantity Fund 37
• Special Revenue Funds 38
Building Fund 40
Electrical Inspection Fund 41
• Urban Services Fund 42
Criminal Forfeiture Fund 43
State Gas Tax Fund 43
County Gas Tax Fund 44
Traffic Impact Fee Fund 44
• Traffic Impact Fee -Urban Services Fund 45
Parks SDC Fund 45
Underground Utility Fund 46
• Workers' Compensation Fund 46
FEMA Disaster Fund 47
Tree Replacement Fund 47
CITY,OFTIGARD. OREGON
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1997/98 ADOP.,TED:BUDGET..,
:TABLE OF CONTENTS .
06961140.
Debt Service Funds 48
General Obligation Debt Service Fund 50 •
Bancroft Bond Debt Service Fund 50
Certificates of Participation Debt Service Fund 51
General Obligation Escrow Account'Debt Service Fund 51,
Capital Projects Funds 52
Special Assessment Improvement Fund 53 .
Park Levy Improvement Fund 53
Bull Mountain Road Improvement Fund 54
Facility Fund 54 •
Metro Greenspace Fund 55
PROGRAM EXPENDITURES:
Program Budget Organization 56 •
Organization Chart 59
Expenditure Summary - By Program 60
Operating Budget History .61 •
Total Operating Budget 62
COMMUNITY SERVICES PROGRAM: 63
Police 64
Library 74
Arts Funding & Social Services 87
Parks 88 .
PUBLIC WORKS PROGRAM: 91
Administration 92 •
'Sanitary Sewer 95
Storm Water 98 .
Streets .101
Shops and Services 104
Property Management 107
Water 110
DEVELOPMENT SERVICES PROGRAM: 113
Community Development 114
Administration 115
Administration - Urban Services 118 .
Building Inspection 121
Building Inspection - Urban Services 124
Current Planning 127
Current Planning - Urban Services 130
Long Range Planning 133
Engineering 136
Engineering - Urban Services 139,
Street Lights & Signals 142
CITY OF TIGARD; OREGON..
1997/98 ADOPTED BUDGET.
• TABLE OF CONTENTS
Page No.
POLICY AND ADMINISTRATION PROGRAM: 144
City Administration Recap 145
• Mayor and City Council 146
City Administration 149
Human Resources 152
• Visioning 155
Risk Management 158
Network Services 161
Finance Recap 164
Finance 165
Accounting 168
Administrative Services Recap 171
Office Services 172
• Records 175
• Municipal Court 178
• GENERAL GOVERNMENT PROGRAM: 181
City Wide Support 183
City Attorney 184
• DEBT SERVICE/CAPITAL IMPROVEMENTS/CONTINGENCY:
Debt Service Program Summary 185
• General Obligation Bonds 188
Bancroft Improvement Bonds 189
• Capital Improvements Program Summary 190
Summary of Capital Projects 191
Summary of General Capital Improvements 192
• Five Year Capital Improvement Plan 193
Contingency 196
APPENDIX:
• City Council Goals 197
Glossary of Budget Related Terms 199
Advisory Committee 203
Staffing Summary 205
Management/Professional Group Salary Schedule 206
• Tigard Police Officers Association Salary Schedule 208
Oregon Public Employees Union Salary Schedule 209
S Schedule of Capital Equipment 211
• City of Tigard Map 216
City of Tigard, Oregon
I
BUDGET INFORMATION
Readers Guide to the Budget Document
~I
i Budget Process
City Information
Organizational Structure
Fiscal Policies
Property Tax Summary
Tax Base History
Assessed Valuation
0
Program Budget Matrix'
Combined Budget Statement of Revenues, Expenditures and
Changes in Fund Balance - Governmental Funds
Combined Budget Statement of Revenues, Expenditures and
j Changes in Fund Balance - Special Revenue Funds
Combined Budget Statement of Revenues, Expenditures and
` Changes in Retained Earnings - Proprietary Funds
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Comprehensive Long Term Financial Plan
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City of Tigard, Oregon ~I
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City of Tigard, Oregon
1997/98,Adopted Budget
City of Tigard, Oregon
Readers Guide to the. Budget Document
The budget document describes how the City of Tigard's government plans to meet the needs of the
community and is a resource for citizens interested in learning more about the operation of their City
government.
The City of Tigard's budget document is divided into eleven sections as outlined below:
Budget Information
The Budget Information section describes the program budget matrix, the budget 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, 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.
Revenue Summary
• The revenue summary section provides historical revenue graphs, as well as revenue
narratives, by major source of revenue.
. Fund Revenues
. The fund revenue source section provides summary and detail information about each fund
and revenue source.
• Program Exeenditure Summary
The program expenditure summary section includes an organizational chart of City
Government, organizational chart of City departments, expenditure summary by program and
operating budget narrative and summary.
Community Service Program
• This section includes budget appropriations and explainatory material for the Community
Service Program. The Community Service Program includes Police, Library, Arts and Social
Services and Parks. Adopted appropriations, goals "and objectives, as well as performance
measures, are included for each budget unit in this program.
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1997/98: Adopted Budget ,
City of Tigard, Oregon
Readers Guide to the;Budget Document {cont:) -
Public Works Program
This section includes budget appropriations and explainatory material for the Public Works
Program. The Public Works Program includes' Administration, Sanitary Sewer, Storm
Sewer, Streets, Fleet Maintenance, Property Management and Water. Adopted
appropriations, goals and objectives, as well as performance measures, are included for
each budget unit in this program.
Development Services Program
This section includes budget appropriations and explainatory material for the Development
Services Program. The Development Services Program includes Administration, Building .
Inspection, Current Planning, Long Range Planning, Engineering and Street Lights and
Signals. Adopted appropriations, goals and objectives, as well as performance measures,
are included for each budget unit in this program. ,
Policy and Administration Program
This section includes budget appropriations and explainatory material.for the Policy and
Administration Program. The Policy and Administration Program includes Mayor and City .
Council, City Administration, Human Resources, Risk Management, Computer Systems,
Finance, Accounting, Office Services, - Records and Municipal Court. Adopted
appropriations, goals and objectives, as well as performance measures, are included for .
each budget unit in this program.
General Government .
This section includes budget appropriations and explainatory material for city-wide
expenditures that are not easily attributable to specific activities within the operating
programs, including City Attorney services. .
Debt/CIP/Contin ency
This section includes information on City debt service, Capital Improvements Program
and Contingency Reserves. •
Appendix
The Appendix section contains a variety of other budget related information to assist the
readers 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 Board
and committee members. •
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1997/98 Adopted Budget
City of Tigard, Oregon
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 Director of Finance.
February * Requested budgets for each budget unit are submitted to the Director of Finance along with
supporting documentation.
* Director of Finance prepares revenue estimates for coming year.
March * Requested Budget is submitted to the City Manager. Budget negotiations between Department
Managers, City Manager and Director of Finance take place.
* City Manager 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.
April/May * 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.
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1997/98 , Adopted Budget
City of Tigard, Oregon:.:
Budget Procesi(cont)
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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 BUDGET CYCLE
Assemtiie
Budget,
Requests
Submit Requesfs .
tdOirector ofu•Fihance
Director of Finance Preps
Revenue Estimates
Department;
Budget
Reviews
Proposed '
Budget to
Committee'. •
Public
Hearin ~
Adopted .
Budget
Goes Into
Effect .
Budget Monftonrig
JANUARY FEBRUARY MARCH APRIL MAY JUNE. JULY
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1997/98' Adopted Budget
City of Tigard, Oregon
City Informatlon
The City of Tigard is located in eastern Washington County just 12 miles southwest of Portland,
Oregon. Tigard currently covers approximately 10.8 square miles.
Tigard was incorporated in 1961 with a population of 1,084 and has been one of the fastest growing
cities in Washington County. During the past ten years (1987-1996), the City's population increased
by. 12,500 people, with annexed population accounting for about 23% of this growth. Tigard is the
eleventh largest city in the State of Oregon, with a current population of approximately 37,400.
Reflecting a national trend, between 1980 and 1990, the median age of Tigard residents increased by
three years, from 29.8 to 33.0, with the largest component in the 35-44 category. Tigard's median
household income in 1996 was $46,369.
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 4.5 percent as of February
1997, compared to the national average of 5.9 percent.
The largest employment sector inside the City in 1990 was retail trade, with 17.4% of total
• employment. Tigard's finance, insurance and real estate sector accounted for 11.8% of total
employment, led by Farmers Insurance with 362 employees (as of 1989), which accounted for half of
the employment in this sector.
r Source: Tigard Database 1996
The top ten employers in the Portland Metropolitan area as of January 17, 1997
Number of Employees
(Full and PartTime)
1. Intel 9,500
2. Fred Meyer 8,000
• 3. Kaiser Permanente 6,862
4. Providence Health System 6,352
5. U.S. Bancorp 5,592
6. Legacy Health System 5,055
7. Nike, Inc. 4,773
8. Tektronix 4,770
9. Freightliner Corp. 4,229
• 10. Safeway, Inc. 3,085
• Source: The Business Journal -January 17, 1997
• 5
1997/98 Adopted Budget
City of Tigard, Oregon
Organizational Structure
The City of Tigard is governed by an elected mayor and four council members who comprise the City Council.
The City's Charter establishes the Council/Mayor form of government. •
Each member of the City Council is elected to serve a four-year term. The Mayor presides at Council meetings
and is elected at-large for a four-year term. The Mayor and Council provide community leadership, develop •
policies to guide the City in delivering services and achieving community goals, and encourage citizen awareness
and involvement.
The City Council appoints the City Manager, administrative head of the City government. The City Manager is
responsible for ensuring Council policies are implemented using resources appropriated by the Council to
achieve desired service results in the community. The Mayor and Council are responsible for establishing City
policies.
The City provides the following services:
* 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 Utility
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 of municipal services fairly and provide adequate funds to operate desired programs.
6 .
1997/98 Adopted Budget
City of Tigard,-Oregon
Objectives of Fiscal Policies (cont'd)
* To provide and maintain essential public facilities,'utilities, infrastructure, and capital equipment.
* To protect and enhance the City's credit rating.
* To insure that all surplus cash is prudently invested in accordance with the investment policy adopted by
the Council to protect City funds and realize a reasonable rate of return.
Revenue Policy
* A diversified and stable revenue system will be maintained to shelter the government from short-run
fluctuations in any one revenue source.
* One-time revenues will be used only for one-time expenditures. The City will avoid using temporary
• revenues to fund mainstream services.
* All revenue forecasts shall be conservative.
* Regular reports comparing actual to budgeted revenues will be prepared by the Finance Department
and presented to the City Manager.
* All City funds shall be safely invested to provide a sufficient level of liquidity to meet cash flow needs
and to provide the maximun yield possible in that order. One hundred percent of all idle cash will be
continuously invested.
• Operating Budget Policy
* Regular reports comparing actual to budgeted expenditures will be prepared by the Finance
• Department and be distributed to the City Manager.
* Departmental objectives will be integrated into the City's annual budget and monthly departmental
reports.
* Before the City undertakes any agreements that create fixed costs, both operating and capital, the
implications of such agreements will be fully determined for current and future years.
• * All non-salary benefits, such as social security, pension, and insurance, will be estimated and their
impact on future budgets assessed annually.
• * Cost analysis of salary increases will include the effect of such increases on the City's share of related
fringe benefits.
• The City will annually submit documentation to obtain the Award for Distinguished Budget Presentation
from the Government Finance Officers Association (GFOA).
. 7
1997/98 Adopted Budget .
City of,Tigard, Oregon
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 S
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.
* Financial systems will be maintained to monitor expenditures and revenues on a monthly basis, with
,thorough analysis.
* The accounting system will provide monthly information about cash position and investment
performance.
* The City will annually submit documentation to obtain the Certificate of Achievement for Excellence in
Financial Reporting from GFOA.
Debt Policy
* Capital projects financed through bond proceeds, shall be financed for a period not 'to exceed the .
useful life of the project.
* Long-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 capacity.
8 ,
1997/98 Adopted Budget
City of Tigardj-Oregon'
Property Tax Summary
Actual Actual Adopted Proposed Adopted
1994/95 1995196 1996/97 Tax Information 1997/98 1997/98
• Property Taxes
4,267,990 4,526,835 6,499,186 General Fund Tax Base 6,891,858 6,891,858
350,000 0 0 Parks Serial Levy 0 0
1,547,196 1,439,395 1,418,654 GO Debt Service 1,652,289 1,652,289
111,863 108,203 0 Water Debt Service 0 0
• 6,277,049 6,074,433 7,917,840 Total Tax Levied 8,544,148 8,544,148
• Assessed Values
2,175,661,079 2,458,738,549 2,735,213,090 Beginning 3,111,388,324 3,111,388,324
172,077,470 194,974,541 274,359,234 Est Market Value Increase 186,683,299 186,683,299
• 109,000,000 80,000,000 100,000,000 Est New Construction 100,000,000 100,000,000
2,000,000 1,500,000 1,816,000 Annexations 1,228,880 1,228,880
2,458,738,549 2,735,213,090 3,111,388,324 Total Assessed Value 3,399,300,503 3,399,300,503
• Tax Rates/$1,000 A/V
1.74 1.66 2.09 General Fund Tax Base 1.31 2.32
0.14 0.00 0.00 Parks Serial Levy 0.00 0.00
. 0.63 0.53 0.46 GO Debt Service 0.49 0.49
0.05 0.04 0.00 Water Debt Service 0.00 0.00
• 2.55 2.22 2.54 Total Estimated Tax Rate 1.80 2.81.
. Est Tax per Household
• ($120,000 Avg Home)
208.30 198.60 250.66 General Fund Tax Base 157.20 202.95
• 17.08 0.00 0.00 Parks Serial Levy 0.00 0.00
75.51 63.15 54.71 GO Debt Service 58.33 58.33
5.46 4.75 0.00 Water Debt Service 0.00 0.00
• Total Estimated
306.35 266.50 305.38 Tax per Household 215.53 261.28
Collections of property taxes will be limited due to the passage of Measure 50 in May 1997. Measure 50 limits 1997/98 levies by an amount
• to be determined by the legislature for each jurisdiction and establishes the 1997/98 rates using the assessed value from 1995/96 less
10%.
• The Adopted 1997/98 rates are computed assuming a 17% reduction in the 97/98 tax base levy divided by $2,461,691,781 which is the
. 1995/96 assessed value, less 10%.
9
1997/98 Adopted Budget
City of Tigard, Oregon
rt-
ry ~
Tax Base: Histo
Up through and including the 1996/97 fiscal year, the State-of Oregon property tax system was a levy
based system. Most governments had a taxbase which was a voter approved amount of property taxes
that could be levied each year. The approved amount could only be increased by annexation of additional
property, voter approved increases and a statutory increase of 6% each year if approved by the Budget .
committee-and the City Council.
In 1996/97 under the old property tax system, Tigard's taxbase generated $6,499,186 which accounted for •
57% of current general fund revenues in that year. Tigard voters approved an increase in the taxbase in
the amount of $1,700,000 at the general election in November ;1994. The newly increased taxbase was
levied for the first time in 1996/97.
In November 1996, voters in the State of Oregon approved a citizen initiative referred to as Measure 47.
This measure was also called the "Cut and Cap initiative because it would have cut the 1997/98 individual •
property taxes to their 1995/96 level less 10% and then capped the growth of individual property taxes to
3% per year. Measure 47'was then repealed by Measure 50; a voter approved, legislatively referred
measure in May 1997. Measure 50 reduces property taxes, but not as drastically as Measure 47. .
For budgetary purposes, The City has used an estimated loss of $1,400,000 for 1997/98. The measure.
reduces the City's levy authority for 1997/98 by 17% and then spreads that authority over a reduced
assessed value to arrive at a rate which will remain constant for all future years. The 1997/98 assessed
value for each individual property is the 1995/96 value less 10%, plus any improvements since 95/96. The
value can only grow by 3% in future years which in effect caps future tax growth to 3% plus improvements.
The City's tax base history is shown on the next page:
Property Tax Levy .
7,000,000 •
6,000,000
5,000,000 i
4,000,000 - dim
3,000,000
2,000,000
1,000,000
0
91/92 92/93 93/94 94/95 95/96 96/97 97/98 97/98 .
(M50
Limit)
Fiscal Year
Tax base increases have occurred since 1981 as follows: Data presented in graph on property .
tax levies as follows:
Amount of Fiscal Tax
Year Increase Year Levy
1981 Voter approved 328,000 91/92 3,580,449
1986 Voter approved 861,000 92/93 3,795,275 .
1987 Annexation 280,000 93/94 4,025,039
1988 Annexation 66,000 94/95 4,267,990
1991 Voter approved 860,000 95/96 4,526,835
1996 Voter approved 1,700,000 96/97 6,499,186 .
97/98 6,891,858
97/98 (M50 Limit) 5,720,242
10 .
1997/98: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. Taken into consideration are increases in assessed value due to market
conditions and value of new construction. Prior to Measure 50, Oregon's property tax system was based on
dollars levied and not tax rates, therefore increased values had the effect of lowering property tax rates, not
changing the amount of taxes that could be levied.
Assessed values on individual properties will be rolled back to 1995/96 and reduced by 10%. The difference
between market value and assessed value will continue to widen in future years due to the 3% cap on
• assessed value growth. Assessed value will be used for spreading the operating levies, while market values
will be used to meet the Measure 5 cap requirements and to spread debt service levies, which are exempt
• from Measure 50. Newly added value through new construction will provide additional tax revenues over and
above the limits of the measure.
• Assessed Valuations, which since 1990 have been defined as Market Value, are presented below:
• Assessed Values
3,500,000,000
3,000,000,000
i
•
2,500,000,000
2,000,000,000
1,500,000,000 j
1,000,000,000
r
• 500,000,000
• i
92/93 93/94 94/95 95/96 96/97 97/98
Fiscal Year
Fiscal Assessed
Year Value
92/93 2,009,784,217
• 93/94 2,175,661,079
94/95 2,458,738,549
95/96 2,735,213,090
. 96/97 3,111,388,324
97/98 3,399,300,503
•
• 11 '
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City of Tigard, Oregon •
•
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•
1997/98 Adopted Budget
City of Tigard, Oregon .
Program Budget Matrix
The City of Tigard budget process estimates revenues by fund and expenditures by program. As a result,
there is not an obvious link between budget unit activities and sources of revenues funding those activities.
The Program Budget Matrix is a tool used by the City to bring together revenues and expenditures and
describe relationships between program units and various funds.
The Program Budget Matrix, shown on the following pages, is designed with individual budget units and
program subtotals down the left hand column. Each fund is listed across the top of the page. The
proportion of each budget units' funding support is shown in the appropriate funds' column. The total for
budget units and programs is shown in the far right column, and the total for each fund is shown on the total
budget line in each column.
Although technical in nature, the Program Budget Matrix provides the reader with a capsulized version of
the budget and a wealth of other information. The Program Budget Matrix relationships are derived from
historical and current work flow information. Tasks within each 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 1997/98, was considered by the City Council on June 24, 1997 and
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.
The balance of the budget document provides the details of both revenues by fund and appropriations by
budget unit and by program. Each fund is discussed in the Revenue section along with the details of
individual revenue sources. Each program is summarized in the Expenditures section and details related to
each budget unit comprising each program are also included.
The Program Budget Matrix is an excellent summary of the 1997/98 Budget. Readers are encouraged to
• view the Matrix to get the big picture, and then to proceed into the details of the budget document.
i 12
1997/98 Adopted Budget
City Of Tigard, Oregon
Program Budget Matilx
General Building Elect Insp Urban Svcs Sanitary Storm Water Criminal State Gas County Traffic TIFF Parks
Budget Units Fund Fund Fund Fund Sewer Sewer Fund Forfeit Tax Gas Tax Imo Fee Urban Svc SDC
Police 5,051,913 13,269
Library 1,363,299
Social Services 83,750
Parks Maintenance 456.104
Total Community Services 6,955,066 - 13,269
Administration 42,257. 42,257 42,257 42,257 - 42,257
Sanitary Sewer - 361,708 - -
Storm Sewer - 300,157
Street Maintenance - - 73,777 - 384,062 184,255
Fleet Maintenance 57,728 7,111 675 8,423 8,755 5,888 25,857 12,998
Property Management 134,432 3,484 - 3,526 8,710 8,710 8,710 8,710
Water - - 3,401,828
Storm Clean Up - - - -
Total Public Works 234,417 10,595 675 11,949 421,430 430,788 3,478,652 448,027 184,255
Administration 238,346 145,237 63.559 13,518 4,553 4,553 4,553 -
Administration - Urban Services 61,582
Building Inspection 629,226 139,602 15,450
Building Inspection - Urban Services - - 485,894 -
Current Planning 282,087 5,113 5,945 5,945 8,933
Current Planning - Urban Services - 87,560
Advance Planning 242,513 -
Engineering 578,942 13,335 48,866 48,866 57,066 56,321 24,847
Engineering - Urban Services 58,920 - -
Street Lf htin - - - 475,000
W Total Development Services 1,341,888 774,463 203,160 741,372 59,365 59,365 545,552 56,321 24,847
Mayor 8 City Council 50,867 3,654 519 1,880 4,436 4,060 6,015 3,760
City Administration 275,269 19,775 2,808 10,173 24,007 21,973 32,552 20,345
Personnel 207,263 21,467 1,937 12,499 13,155 9,280 30,279 16,592
Risk Management 183,748 18,846 4,712 9,423 18,846 12,564. 43,974 21,987
Visioning 9,350
Computer Systems 214,871 22,255 2,008 12,958 13,638 9,621 31,390 17,201
Finance 25,052 3,198 1,599 2,132 21,321 21,321 21,321 10,661
Accounting 236,564 16,129 2,688 8,065 80,647. 80,647 80,647 32,259
Administrative Services 419,105 29,469 3,274 13,114 6,549 6,549 6,549 6,549
Total Policy 6 Admin 1,622,089 134,794 19,545 70,243 182,599 166,016 252,727 129,353
Non Departmental 218,518 24,974 6,243 8,325 41,623 41,623 41,623 33,298
Total Operating Budget 10,371,978 944,826 229,625 831,888 705,016 697,791 3,773,001 13,269 1,156,231 184,255 56,321 24.847
Debt Service
General Capital Improvements 457,360 15,000
Capital Improvements 2,000,000 700,000 1,602,096 807,991 3,500,000 444,453 1,430,000
Contingency 500,000 50,000 20,000 40,000 200,000 75,000 300,000 50,000 150,000 75,000
Total Budget 11,329,338 994,826 249,625 871,888 2,905,016 1,472,791 5,675,097 13,269. 2,029,222 184,255 3,706,321 469,300 1,505,000
Total Revenue 14.669.231 1,307,067 434,765 903,677 5,853,754 1,512,543 11,872,171 13,269 2,029,222 184,255 3,768,635 469,300 1,511,842
Projected EFB 1997/98 3,339,893 312,240 185,141 31,789 2,948,738 39,752 6,197,074 0 0 62,314 (0) 6,842
Adopted97/98Revenues 10,603,393 908,824 235,055 713,677 1,668,075 749,000 5,026,690 5,300 1,947,000 147,700 1,267,000 434,300 553,200
Projected 97/98 Beginning Balance 4,065,838 398,243 199,710 190,000 4,1854679 763,543 6 845 481 7,969 82,222 36,555 2,501,635 35 000 '958,642
Total Revenue 14,669,231 1,307,067 434,765 903,677 5,853,754 1,512,543 11,872,171 13,269 2,029,222 184,255 3,768,635 469.300 1,511,842 -
1997/98 Adopted Budget
City Of Tigard, Oregon
program Budget Matrix
Undergrnd Water Water G/O Bond Bancroft Metro Facility Workers Tree LID Water CIP Park Levy Total
Budget Units Utility Oual/Ouan SDC Debt Bond Debt Greenspace Fund Comp Replace CIP Reserve Improv Expenditures
Police 5,065,182
Library 1,363,299
Social Services 83,750
Parks Maintenance - 456,104
Total Community Services 6,968,335
Administration 211,283
Sanitary Sewer 361,708
Storm Sewer 300,157
Street Maintenance 642,093
Fleet Maintenance 127,436
Property Management 176,282
Water 3,401,828
Storm Clean U
Total Public Works _ 5,220,788
Administration 474,320
Administration - Urban Services 61,582
Building Inspection 784,278
Building Inspection - Urban Services 485,894
Current Planning 308,022
Current Planning - Urban Services 87,560
Advance Planning 242,513
Engineering 828,244
Engineering - Urban Services 58,920
Street Lighting 475,000
A Total Development Services 3,806,332
Mayor & City Council 75,192
City Administration 406,902
Personnel 312,472
Risk Management 314,099
Visioning 9,350
Computer Systems 323,942
Finance 106,605
Accounting 537,647
Administrative Services - 491,158
Total Policy 8 Admin 2,577,366
Non Departmental _ 416,225
Total Operating Budget 18,989,046
Debt Service 1,651,235 514,315 2,165,550
General Capital Improvements 472.360
Capital Improvements 130,000 702,980 3,000,000 631,224 403,704 246,200 570,358 778,604 191,137 17,138,747
Contingency 50,000 100,000 1,610,000
Total Budget 130,000 752,980 3,100,000 1,651,235 514,315 631,224 403,704 246,200 570,358 778,604 191,137 40,375,703
Total Revenue 132,396 799,522 3,181,878 1,651,235 826,282 631,224 403,704 105,853 246,200 570,358 778,604 191,137 54,048,124
Projected EFB 1997/98 2,396 46,542 81 878 - 311,967 105,853 13,672,421
Adopted 97/98 Revenues 16,000 210,180 364,760 1,619,675 292,733 633,000 165,000 3,800 61,200 76,000 36,000 9,000 27,746,562
Projected 97/98 Beginning Balance 116,396 589,342 2,817,118 31,560 533,549 (1,776) 238,704 102,053 185,000 494,358 742,604 182,137 26,301,562
Total Revenue 132396 799,522 3,181,878 1,651,235 826,282 631,224 403,704 105,853 246,200 570,358 778,604 191.137 54,048,124
1997/98: Adopted Budget
City of Tigard `
Combined Budget Statement of.,Rovenues; Expenditures ; •
and Changes in'Fund;Balance :
All Governmental Funds
Estimated for Period ended June:30,1998 .
Total Memorandum Only
Special Debt Capital Adopted, . Adopted
General Revenue Service Projects 1997/98 1996/97 •
Taxes 5,388,265 1,599,675 6,987;940 7,859,795 •
Other Agencies 2,213,678 3,427,555 5,641,233 5,126,050
Fees & Charges 689,000 689,000 713,000 •
Fines 323,500 2,608,201 2,931,701 1,977,320
Franchise Fees 1,742,000 1,742,000 1,662,300
Other Revenues 26,700 257,300 783,000 1,067,000 1-,420,000 •
Use of Money & Property, 220,250 149,284 100,000 469,534 407,200
Assessments 163,449 163,449 400,000
Total Revenues 10,603,393 6,293,056 1,912,408 883,000 19,691,857 19,565,665
Community Services 6,955,066 13,269 6,968,335 6,971,658 .
Public Works 234,417 655,502 889,919 1,055,888
Development Services 1,341,888 2,345,715 3,687,603 2,911,614
Policy & Administration 1,622,089 353,935 1,976,024 1,872,990 .
General Government 218,518 72,839 291,358 340,477
Capital Projects 457,360 6,573,644 1,796,423 8,827,427 11,413,349 •
Debt Service 2,165,550 2,165,550 6,299,095
Total Expenditures 10,829,338 10,014,905 2,165,550 11796,423 24,806,216 30,865,071 .
Proceeds from Bonds 0 4,322,000
•
Total Other Financing Sources 0 0 0 0 0 4,322,000
Revenue and other sources over •
(under) expenditures (225,945) (3,721,849) (253,142) (913,423) (5,114,359) '(6,977,406) •
Contingency (500,000) (385,000) 0 (885,000) _ (745,000)
Projected Fund Balances:
July 1, 1997 4,065,838 4,813,425 565,109 913,423 10,357,795 11,649,617 •
June 30,1998 3,339,893 706,576 311,967 0 4,358,436 3,927,211 .
15 •
1997/98 Adopted Budget
City of Tigard, Oregon
Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balances
Special Revenue Funds
Estimated for Period Ending June 30, 1998
Total Memorandum Only
Electrical Urban Criminal State Gas County Traffic TIFF Parks Underground Worker's Tree Adopted Adopted
Building Inspection Services Forfeit Tax Gas Tax Impact Fee Urban Svcs. SDC Utility Compensation Replacement 1997/98 1996/97
Revenues:
Other Agencies 227,555 1,907,000 146,000 1,147,000 3,427,555 3,126,100
Fines, Fees, & Charges 895,824 713,677 17,000 422,500 509,200 50,000 2,608,201 1,697,320
Other Revenues 13,000 7,500 0 5,300 23,000 1,700 120,000 11,800 44,000 16 000 3,800 11,200 257,300 659,800
Total Revenues 908,824 235,055 713,677 5,300 1,947,000 147,700 1,267,000 434,300 553,200 16,000 3.800 61,200 6,293 056 5,483,220
Community Services 0 0 0 13,269 0 0 0 0 0 0 0 0 13,269 5,000
Public Works 10,595 675 11,949 0 448,027 184,255 0 0 0 0 0 0 655,502 781,110
Development Services 774,463 203,160 741,372 0 545,552 0 56,321 24,847 0 0 0 0 2,345,715 1,431,006
Pdky & Administration 134,794 19,545 70,243 0 129,353 0 0 0 0 0 0 0 353,935 296,570
General Government 24,974 6,243 8,325 0 33,298 0 0 0 0 0 0 0 72,839 85,120
Capital Projects 0 0 0 0 822,991 0 3,50D,000 444,453 1,430,000 130,000 0 246,200 6,573.644 7,493,649
Total Expenditures 944,826 229,625 831,888 13,269 1,979,222 184,255 3,556,321 469 300 1,430,000 130,000 0 246,200 10,014,905 10,092,455
Revenue and other
sources over (under)
expenditures (36,002) 5,430 (118,211) (7,969) (32,222) (36,555) (2,289,321) (35,000) (876,800) (114,000) 3,800 (185,000) (3,721,849) (4,609,235)
Contingency (50,000) (20,000) (40,000) 0 (50,000) 0 (150,000) 0 (75,000) 0 0 0 (385,000) (445,000)
Paected Fund Balance
July 1, 1997 398,243 199,710 190,000 7,969 82,222 36,555 2,501,635 35,000 958,642 116,396 102,053 185,000 4,813,425 5,297,417
June 30, 1998 312,240 185,141 31,789 0 0 0 62,314 0 6,842 2,396 105,053 0 706,576 243,182
1997/98 Adopted Budget
City of Tigard, Oregon _ .
Combined ChanesnRef Revenues, Expenditures
and 9 tained Earnings. -
AIf.Proprietary Fund Types
Estimated for Period ended.June 30,1998
Total Memorandum Only
Sanitary Storm Adopted Adopted
Sewer Sewer Water 1997/98 1996/97
Operating Revenues:
Charges for Services 998,500 872,180 4,228,700 6,099,380 5,524,160
Other Fees 10,975 0 408,590 419,565 1,056,570
Total Operating Revenues 1,009,475 872,180 4,637,290 6,518,945 6,580,730
Operating Expenses:
Public Works 421,430 430,788 3,478,652 4,330,870 4,425,293 •
Development Services 59,365 59,365 0 118,729 130,138 0
Policy & Administration 182,599 166,016 252,727 601,342- 737,006
General Government 41,623 41,623 41,623 124,868 145,920
Total Expenditures 705,016 697,791 3,773,001 5,175,809 5,438,357 •
Operating Income 304,459 174,389 864,289 1,343,136 1,142,373 .
Non-Operating Revenue:
Interest 203,000 87,000 511,000 801,000 420,000
Miscellaneous Revenue 751000 0 39,400 114,400 14,500
Connection Charges 380,600 0 239,760 620,360 361,100
Total Non-Operating Revenue 658,600 87,000 790,160 1,535,760 795,600 •
Non-Operating Expenses -
Capital Improvements 2,000,000 1,402,980 5,380,700 8,783,680 4,067,100. .
Total Non=Operating Expenses 2,000,000 1,402,980 5,380,700 8,783,680 4,067,100
Net Income (Loss) (1,036,941) (1,141,591) '(3,726,251) (5,904,784) (2,129,127)
Contingency (200,000) (125,000) (400,000) (725,000) (575,000) •
. .
Projected Retained Eamings: s♦
July 01, 1997 4,185,679 1,352,885 10,405,203 15,943,767 9,122,674
June 30,1998 2,948,738 86,294 6,278,952 9,313,983 6,418,547 .
17
.1997/98,"Adopted Budget
City of Tigard, Oregon..
Comprehensive. Long Term Financial Plan
The Tigard City Council has had a goal for the past several years to develop a Comprehensive Long Term
Financial Plan (CLTFP). The plan was intended to be inclusive of all City financial operations including debt
and capital improvements. The idea was to develop a financial model that could be used to evaluate the
future financial implications of current political and administrative decisions.
For the past 15 years, the City has operated with a five year plan for the General Fund only. The City has
sought an updated tax base from the voters every five years since 1980. The tax base amount has been
calculated using the five year plan to allow a certain level of services to be provided to the citizens with a
commitment to live within the tax base for the five year period.
This five year strategy has been very successful for the City in that voters have approved the last four tax
base increase requests. This has allowed for the provision of a consistent level of service in the face of rapid
growth and development.
1996/97 was the first year of the five year plan adopted in 1994 with the voter approval of the tax base request
• in November of 1994. Due to managed growth in operating expenditures and higher than anticipated
revenues in several significant General Fund categories, the projected ending balance in the General Fund for
1996/97 is anticipated to be just over $4,000,000.
Because tax base measures can only be presented to voters at general elections in even numbered years, the
Budget Committee and the City Council chose to. place such a measure before the voters in November 1994
rather than waiting until May 1996. As a result, staff prepared a five year plan for the General Fund in 1994.
The plan was reviewed and revised by both the Budget Committee and the City Council. A tax base measure
to increase the tax base by $1,700,000 was then placed on the ballot. The voters approved the request which
took effect in July 1996.
The current five year plan is designed to provide sufficient funding for General Fund programs through June
30, 2001.
A dramatic change has occured with the City's long range financial plan. By initiative petition, the voters of
a Oregon approved, by a 52% to 48% margin, a property tax limitation measure in November 1996. The
. measure had the potential to reduce City property tax revenues by $2,200,000 per year. This large decrease
in revenues in the General Fund would have necessitated the elimination of certain future positions in Police
and Library which were to be funded with the 1994 tax base increase. Measure 47 effectively eliminates the
action of the voters in 1994.
Voters in May 1997 approved a measure submitted by the legislature which repeals Measure 47 but
significantly reduces property taxes. Known as Measure 50, this law reduces property taxes on average 17%
• and rolls back assessed value to the 1995/96 level less 10%. Measure 50 property tax losses to the City are
projected to be $830,000 less than Measure 47, therefore restoring much of the cuts made to the plan by
Measure 47.
The plan shown here maintains current staffing levels for 1997/98, and includes planned future positions for
Police and Library through the 2000/01 fiscal year.
After these changes to the plan, the general fund balance at June 30, 2001 is projected to be $2,264,545.
Total City staffing at the end of the fifth year is projected to be 225 positions, rather than the 224 positions
contemplated in the original plan, due to the addition of one Network Technician position added in fiscal year
1 QQ7/QR
18
1997/98 Adopted Budget
Ci of_ :Ti and
.
General Fund:-Five Year:Plan
Projection.Summary .
Projected Projected Projected Projected : Projected
Description 1996/97 1997/98 1998/99 1999/00 2000/01 ,
Year l Year 2 Year 3 Year 4 Year 5
Revenues by Category:
Property Taxes 6,440,600 5,189,412 5,494,777 5,818,464 6,161,571
Other Agencies 1,999,950 2,213,678 2,043,033 2,188,394 2,256,197
Fees and Charges 711,600 689,000 688,815 693,740 698,777
Fines 280,000 323,500 332,885 341,522 350;417
Franchise Fees 1,662,300 1,742,000 1,785,455 1,830,008 1,875,690
Interest & Rentals 216,200 220,250 226,000 232,180 238,545
Other Revenue 27,200 26,700 21,751 21,804 21,858
Total Revenues 11,337,850 10,404,540 10,592,716 11,126,112 11,603,055 .
Beginning Fund Balance 3,375,500 4,065,838 4;006,032 3,699,191 3,108,594
Total Resources 14,713,350 14,470,378 14,598,748 14,825,303 14,711,649
Expenditures by Program:
Community Services 6,966,158 6,963,334 7,445,771 8,171,382 8,777,884
Public Works 274,778 234,418 254,546 265,643 288,885
Development Services 1,480,608 1,343,005 1,411,117 1,444,727 1,493,752
Policy & Administration 1,576,420 1,622,139 1,655,753 1,710,174 1,767,251
Non Departmental 255,357 218,518 227,259 236,349 245,803
Total Operating Budget 10,553,321 10,381,414 10,994,446 11,828,275 12,573,575 •
Total Program Expenditures @98% 10,342,255 101-173,786 10,774,557 11,591,710 12,322,104
General Capital Projects 389,500 290,560 125,000 125,000 125,000
Total Budget 10,731,755 10,464,346 10,899,557 11,716,710 12,447,104
Ending Fund Balance 3,981,595 4,006,032 3,699,191 3,108,594 2,264,545
The above schedule represents the current Five Year Financial Plan for the General Fund. The goal of the Plan is to .
fund services to the voters which were committed as part of the tax base ballot measure effort and to end the five
year period with a sufficient ending balance to begin the next five year period. The Plan will be adjusted as each
years final results are known.and as new years are budgeted. a
Revenues are conservatively estimated and expenditures are estimated at 98% to allow for position vacancies and
other under expenditures. The graph on the following page depicts the impacts on General Fund ending fund .
balance of the current plan.
19 .
1997/98 'Adopted Budget
City of Tigard.
General Fund Five Year Plan
Projection of Ending Fund Balance.
4,500,000
4,000,000
3,500,000 - - - - - - - - - - - - - - - - - - - - - - - -
3,000,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2,500,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2,000,000 - - - - - - - - - - - - - - - - - - - - - - - -
1,500,000
1,000,000
500,000
0
1996/97 1997/98 1998199 1999/00 2000/01
Fiscal Year
Ending Fund Balance
The current Five Year Plan was designed to provide adequate funding through the year 2001 for General
Fund services.
• 20
i
r
City of Tigard, Oregon
•
i
REVENUE SUMMARY
Revenue Summary
Property Tax Revenues
State Revenues
User Fees
Connection Fees
Permits
Franchise Fees
County Revenues
Fine Revenues
Interest Earnings
i
City of Tigard, Oregon
City of Tigard, Oregon
1
i
1997/98 Adopted Budget'
City of Tigard, Oregon
Revenue Summary
Revenues are budgeted by fund with each fund set up for a particular purpose. Once a fund has served its
purpose, it is closed and is no longer used. The City currently uses the following funds:
Fund Type Fund Name
General General Fund
Enterprise Sanitary Sewer Water SDC
Storm Sewer Water Quality/Quantity
Water Water Capital Projects
Special Revenue Criminal Forfeiture Electrical Inspection
State Gas Tax Underground Utility
County Gas Tax FEMA Disaster
Traffic Impact Workers' Compensation
Building Fund Parks SDC
Urban Services Tree Replacement
Debt Service General Obligation
Bancroft Bond
Certificates of Participation
Capital Projects Special Assessment Improvements
Park Levy Improvements
Bull Mtn Rd Improvements
Metro Greenspaces
Facility Fund
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.
Budget Revenues by Fund Type
Debt Service 17% Capital Projects, 4% General Fund
Special 29%
Revenue 19% .
Enterprise 30%
21
1997/98 Adopted Budget
City of.Tlgard, Oregon
Revenue Summary
Actual Actual Adopted Proposed Approved Adopted
Funds 1994/95 1995/96 1996/97 1997/98 1997/'98 1997/98 •
General 12,558,641 13,758,921 14,713,350 13,838,231. 14,669,231 14,669,231
Sanitary Sewer 3,482,449 4,198,186 4,582,276 5,853,754 5,853,754 5,853,754
Storm Sewer 2,015,127 2,259,426 2,781,081 1,512,543 1,512,543 1,512,543 •
Water Quality/Quantity 184,418 396,222 430,150 696,542 799,522 799,522
Water 7,325,130 8,928,259 9,135,647 11,872,171 11,872,171 '11,8172,171
Water SDC 2,013,372 2,587,395 2,850,500 3,181,878 3,181,878 3,181,878 •
Water Capital Projects 664,761 704,854 736,000 778,604 778,604 778,604
Total Enterprise 15,685,257 19,074,341 20,515,654 23,895,492 23,998,472 23,998,472 •
•
Criminal Forfeiture 16,390 17,318 43,000 13,269 13,269 13,269 •
State Gas Tax 1,852,803 2,468,281 1,999,330 2,029,222 2,029,222 2,029,222
County Gas Tax 172,338 186,278 166,826 184,255 184,255 184,255
Traffic Impact Fee 2,459,981 3,014,771 2,585,480 3,768,635 3,768,635 3,768,635 •
Traffic Impact Fee - Urban Svc 0 0 0 469,300 469,300 469,300
Electrical Inspection 45,424 253,945 393,031 434,765 434,765 434,765
Building Fund 0 100,000 1,202,920 1,307,067 1,307,067 1,307,067 •
Urban Services 0 0 275,000 889,727 903,677 - 903,677
Underground Utility 93,441 105,406 120,000 132,396 132,396 132,396
Parks SDC 712,206 695,386 1,208,150 1,511,842 1,511,842 1,511,842 •
FEMA Disaster 0 65 170,250 0 0 0
Workers' Compensation 0 71,463 0 105,853 105,853 105,853
Tree Replacement 0 0 0 246,200 246,200 246,200 •
Total Special Revenue 5,352,583 6,912,912 8,163,987 11,092,531 11,106,481 11,106,481
General Obligation Debt Service 1,780,051 1,732,174 1,596,095 1,651,235 1,651,235 1,651,235
Bancroft Bond Debt Service 673,542 3,807,443 4,917,000 826,282 826,282 826,282 •
Certificate Debt Service 356,575 0 0 0 0 0
Escrow Debt Service 5,067,380 1,715,653 0 0 0 0
Total Debt Service 7,877,548 7,255,270 6,513,095 2;477,517 2,477,517 2,477,517
Special Assessment Imp 1,188,401 1,668,822 1,680,000 570,358 570,358 570,358
Park Levy Improvements 144,453 186,114 166,500 191,137 191,137 191,137
Bull Mountain Road Imp 582,804 105,131 0 0 0 0 •
Metro Greenspace 0 123,532 633,000 631,224 631,224 631,224
Facility Fund 0 205,812 349,700 403,704 403,704 403,704
Total Capital Projects 1,915,658 2,289,411 2,829,200 1,796,423 1,796,423. 1,796,423
Total Revenue 43,389,687 49,290,855 52,735,286 53,100,194 54,048,124 54,048,124 •
22
1997/98 Adopted Budget
City of Tigard,, Oregon
Revenue Summary::
Property -Tax Revenue
7,000,000
6,421,500
6,000,000 - - - - - - - - - - - - - - - - - - . -
5,288,365
5,000,000 = - -
4,436,503
W 4,000,000 - , -
m 4,025,039 4,225,130
X
~ 3,000,000
2,000,000 - - - - - - - - - - - - - - - - - . -
1,948,647 2,009,059 1,651,235
1778 1,412,000
1,000,000 - -
1993/94 1994/95 1995/96 1996/97 1997/98
Fiscal Year .
Property Tax Revenue --W- Debt Service Revenue
Property tax revenue provides the City with general tax revenue and with tax revenue
dedicated to the repayment of principal and interest on borrowed funds. Property tax
revenue is allowed by statute to grow at 6% per year with approval of the Budget
Committee and the City Council. The large increase in 1996/97 resulted from voter
approval of a $1,700,000 increase in the City's tax authority. The decrease in 1997/98
is due to the passage of Measure 50 which will limit future property taxes to their
1995/96 levels. Tax base growth in future years is now limited to 3%.
Property taxes to pay debt service decreased in 1995/96 due to the expiration of the
park serial levy which was used to repay certificates of participation issued in 1990.
Most of the taxes levied for debt service are related to voter approved debt for the
construction of the Civic Center in 1984 and for Road improvements approved in 1989.
The Road bond debt matures in 1999/00 and the Civic Center debt matures in 2003.
23
1997/98. Adopted Budget
City of Tigard; Oregon' •
Revenue Summary::.. State Revenue Sharing •
3,000,000 •
2,500,000 - - - - - - - - - - 2,580,600
2,193,130 2,283,210 •
2,000,000 2,007,550 2,132,231 - - - - - - - - - - - •
m
1,500,000 •
d
1,000.000
500,000
1993/94 1994/95 1995/96 1996/97 1997/98 •
Fiscal Year
-+--State Revenue Sharing
This revenue source includes cigarette tax, liquor tax, state revenue sharing and state gas tax.
Gas taxes are recorded in the gas tax special revenue fund while all other shared revenues
are recorded in the General Fund. This source of revenue has steadily increased because it •
is based mostly on population which has grown over the years in Tigard. The significant
increase in 97/98 is due to a proposed increase in the gas tax to be effective January 1, 1998.
This increase proposal has not yet been approved by the Senate but is expected to be •
completed before the end of the session.
Enterprise Funds - User Fees
6,000,000 5,596,300 •
5,660,799 5,753,738
5,000,000 5,450,817 - - - •
d 4,000,000
•
3,000,000 3,163,769 - - - - - - - - - - - - - - - - - - - - - - - - -
m
2,000,000
1,000,000 - - - - - - - - - - - - - - - - - - - - - - - - . - - - - - -
1993/94 1994/95 1995/96 1996/97 1997/98 •
Fiscal Year
User Fees
User fees include Water, Sewer and Storm Drainage fees charged to all users of such •
services. The Sanitary and Storm fees are established by the Unified Sewerage Agency and
are set by the Agency each year. The City Council, through an Intergovernmental agreement
with the other water system participants, sets the water rates. The dramatic increase in
94/95 reflects the merging of the Tigard Water District into the City operation. Revenue
continues to grow with the growth in Tigard. Water revenues can fluctuate from year to year •
due to weather and other seasonal factors.
24
1997/98 Adopted Budget
City of Tigard, :Oregon;
Revenue Summary.
Connection Fees
1,600,000 , M4,9
1,400,000
1,200,000 ,~z, 798 1,139,680 1.147.000
0 1,000,000 1,075,800
W 800,000 i0a 8061208 727.550
d 592,838 584.147 .
600,000 625,581
4 842 _ 352,, 39 508,200
400,000 6,3=-!
zis,,so
200,000 ~eo,33o'r
1993/94 1994/95 1995/96 1996/97 1997/98
Fiscal Year
water -m*-Sewer -Roads Parks
Connection fees include Traffic Impact fees, storm and sanitary sewer connections, water
connections and parks system development charges, all of which respond directly to
development activity. 1996/97 was an exceptional year for all sectors of development,
especially multifamily and commercial.
Permit Revenue
2,500,000 $2,259,056
2,000,000 $1,789,690
1,500,000 $1,435,715
$1,164,082
> $1,001,456
1,000,000
y
500,000
1993/94 1994/95 1995/96 1996/97 1997/98
Fiscal Year
® Permit Revenue
Fees are recorded in the Building Fund, the Electrical Inspection Fund, the General Fund and
the Urban Services Fund. Nearly all fees are related to development activity and therefore
reflect the level of that activity. Tigard has experienced a strong economic climate over the
past several years and very strong residential and commercial development activity. The City
has averaged over $100,000,000 in new construction over the past five years and has added
an average of 270 single family units per year.
The increase in 96/97 is due in part to the addition of the electrical inspection program
previously performed by the state. A portion of the expected increase in 97/98 is due to permit
fees to be collected from the urban services area. The City began providing development
services to this area of Washington County outside the City limits and is entitled to use the fees
collected to fund the associated inspection and plan review services.
25
1997/98 Adopted Budget
City of Tigard; Oregon.:.'
RevenueZummaryFranchise Fee Revenue
2,000,000 •
1,600,000 •
1,200.000 too' Ln A to
> ^ a a
N
m 800,0.00 to 0
69
400,000 vi n n
1993/94 1994/95 1995/96 1996/97 1997/98 •
Fiscal Year
B Franchise Fees •
Franchise fees are charged to public utilities for the use of the City right of way. r
Franchised activities paying the fee include electricity, natural gas, telephones, cable
TV and Solid Waste Collection. Franchise fees tend to be very stable and- grow as •
population and commercial development grow. They are somewhat affected by
seasonal factors. City franchise fee rates have not changed since 1992. The
increase in 95/96 was due in part to the huge demand for additional phone lines for •
computers and fax machines.
County Funds
1,600,000 •
1,400,000
1,200,000 •
g
1,000,000 mom , - •
800,000 $ N $
600,000
C"O
a ~ -
400,000 N N N _ •
200.000 •
1993/94 1994/95 1995/96 1996/97 1997/98
Fiscal Year i
® County Funds •
These revenues include the Washington County Cooperative Library System
(WCCLS) levy, County Gas Tax and Hotel/Motel Tax. WCCLS funds come from a
County serial levy and are distributed to the City based upon the previous years •
circulation. Tigard Library's circulation has continued to increase at an average of
10% per year. The slowing in the increase for 97/98 is due to the impact of Measure
•
50, the property tax limitation approved by voters in May 1997. Washington County
collects a one cent per gallon tax on gasoline which is distributed to the City of Tigard
and can be used for road maintenance activities.
26 •
1997/98 Adopted Budget.
City of. Tigard, Oregon
• Revenue Summary
Fine Revenue
350,000
340,000
330,000 $325,969 $321,598 $323,500
320,000
$307,946 $304,246
310,000
d 300,000
290,000
280,000
tl i
270,000
260,000
250,000
1993194 1994195 1995/96 1996/97 1997/98
Fiscal Year
® Fine Revenue
This source of revenue includes traffic tickets issued by the Police and processed by the
Municipal Court and Fines for late and lost materials at the Library. Fluctuations in fines
are related to the focus of the Police Department in a given year. Fine collections are
directly related to the number of citations issued. The bail schedule is updated annually
by the Municipal Court Judge.
Interest Earnings
2,200,000
1,980,000
1,760,000 $1,781,216
1,540,000 $1,348,979 _ $1,376,300
1,320,000 $1 257 922
W,7, F=7
d 1,100,000
p~ 880,000 $709,672
660,000
440,000
220,000 i
i
1993/94 1994/95 1995/96 1996/97 1997/98
Fiscal Year
® Interest Eamings
This graph indicates earnings on investments for all funds. Total earnings can vary
based upon interest rates and the amount of funds available for investment. Interest
rates have dropped significantly since 95/96 whereas the total amount of the investment
portfolio has remained consistent from year to year.
27
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City of Tigard, Oregon •
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FUND REVENUES
General Fund
Enterprise Funds
Special Revenue Funds
Debt Service Funds
Capital Projects Funds
City of Tigard, Oregon
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0
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U
1997/98 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
Taxes
36.73%
Agencies
15.09%
- -f'
Fees & Chgs
4.70%
Fund Balance Fines
27.72% Interest/Other Franchise Fees 2.21%
1.68% 11.88%
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 ways 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.
Support as
Program Support General Fund a % of Total
Community Services 6,955,066 47.41%
Public Works 234,417 1.60%
Development Services 1,341,888 9.15%
Policy and Administration 1,622,089 11.06%
Non Departmental 218,518 1.49%
Capital Improvements 457,360 3.12%
Contingency 500,000 - 3.41%
Unappropriated 3,339,893 22.77%
Total Programs 14,669,231 100.00%
28
•
1997/98 Adopted Budget
City of Tigard, Oregon
General Furid #10
Actual Actual - Adopted. Proposed. Approved' Adopted; •
Acct # Description 1994/95 1995/96 1996/97. .1997/98. . 1997/98 1997/98 ' •
400000 'Current taxes 4,095,978 4,346,412 6,304,200 4,457,265 5,288,265 5,288,265
401000 Prior year taxes 129,152 90,091 135,000 100,000 100,000 100,000 •
Total Property Taxes 4,225,130 4,436,503 6,439,200 4,557,265 5,388,265, 5,388,265 •
•
404000 Federal Grants 0 26,914 35,000 181,800 181,800. 181,800 •
.404002 Federal Local Law Block Grant 0 0 0 0 0 0
410000 Cigarette tax 95,560 107,369 92,400 94,248 94,248 94,248 •
411000 Liquor tax 240,870 244,024 244,650 265,914 265,914 265,914 •
412000 State revenue sharing 204,142 166,608 200,000 175,000 175,000 175,000
414000 State grants 15,350 39,890 3,500 1 3,500 3,500 3;500 •
415000 911 Emergency tax 95,793 100;224 92,400 106,216 106,216 106,216 •
420000 Hotel/motel tax 312,384 354,474 395,000 450,000 450,000 450,000
421000 County - USA 5,000 0 0 0 0 0 •
•
422000 County - WCCLS 730,791 821,751 937,000 937,000 937,000 937,000'
Total Other Agencies 1,699,890 1,861,254 1,999,950 2,213,678 2,213,678 2,213,678 •
430000 Business tax 172,741 186,916 175,000, 19000 190,000 190,000 •
431000 Mechanical/plumbing permits 139,939 130,934 0 0 0 0 •
432000 Building permits 352,718 356,613 0 0 0 0 •
433000 Building plan check fee 230,012 302,683 0 0 0 0
433010 Fire life safety plan check fee 10,006 10,888 0 0 0 0 •
433020 Plumbing plan check fee 40,001 80,835 0 0 0 0 •
433030 Mechanical plan check fee 0 5,103 0 0 0 0
433050 Erosion control plan check fee 0 4,508 0 0 0 0 •
434000 Alarm.Permit 26,077 20,231 15,000 18;500 18,500 18,500
435000 Liquor permit fees 3,250 4,320 3,000 3,500 3,500 3,500
436000 Engr. public improvements 140,681 242,021 300,000 2501000, 250,000 250,000 •
437000 Sign permit fees 3,873 2,615 3,000, 8,000 8,000 8,000 •
438000 Land use application fee 39,486 40,134 150,000 142,000 142,000 142,000 •
439000 Research application fee 200 10 0 0 .0 0
4.40000 Lien search fees 26,142 32,810 30,000 30,000 30,000 30,000 •
441000 Recreation tuition 2,634 0 0 0 0 0 •
441001 Sewer inspection fee 14,045 12,494 0 0 0 0
451000 Misc. fees & charges 41,428 25,780 25,000 28,000 28,000 28,000 •
452000, Park reservations 19,174 19,973 12,000 19,060 19;000 , 19,000 •
Total Fees & Charges 1,262,407 1,478,868, 713,000 689,000 689,000 689,000 •
•
•
•
•
29 •
•
1997/98 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
Taxes
36.73%
Agencies
15.09%
.r--
Fees & Chgs
4.70%
Fund Balance Fines
27,72% Interest/Other Franchise Fees 2.21%
1.68% 11.88%
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 ways 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.
Support as
Program Support General Fund a % of Total
Community Services 6,955,066 47.41%
Public Works 234,417 1.60%
Development Services 1,341,888 9.15%
Policy and Administration 1,622,089 11.06%
Non Departmental 218,518 1.49%
Capital Improvements 457,360 3.12%
Contingency 500,000 3.41%
Unappropriated 3,339,893 22.77%
Total Programs 14,669,231 100.00%
.28
1997/98'Adopted Budget
City of Tigard, Oregon
Gener6l.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
Taxes
36.73%
Agencies
- - 15.09%
}
Fees & Chgs
4.70%
Fund Balance Fines
27.72% Interest/Other Franchise Fees 2.21%
1.68% 11.88%
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 ways 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.
Support as
Program Support General Fund a % of Total
Community Services 6,955,066 47.41%
Public Works 234,417 1.60%
Development Services 1,341,888 9.15%
Policy and Administration 1,622,089 11.06%
Non Departmental 218,518 1.49%
Capital Improvements 457,360. 3.12%
Contingency 500,000 3.41%
Unappropriated 3,339,893 22.77%
Total Programs 14,669,231 100.00%
28
•
•
•
1997/98 Adopted Budget .
City'of Tigard; Oregon.
General:Fund #10 •
Actual- Actual Adopted Proposed . Approved• Adopted,..
Acct # Descrl tlon 1994/95. 1995/96 - 19967':` 1997/98 1997/98 1997/98. •
400000 Current taxes 4,095,978 4,346,412 6;304,200 4,457,265 5,288;265 5,288,265 •
401000 Prior year taxes 129,152 90,091 135,000 100,000 100,000 100,000 •
Total Property Taxes 4,225,130 4,436,503 6,439,200. 4,557,265- 5,388,265 5,388,265 •
404000. Federal Grants 0 26,914 35,000 181,800 181,800 181,800 •
404002 Federal Local Law Block Grant 0 0 0 0 0 0
410000 Cigarette tax 95,560 107,369 92,400 94,248 94,248 94,248 •
.411000 Liquor tax 240,870 244,024 244,650 265,914 265,914 265,914 •
412000 State revenue sharing 204,142 166,608 200,000 175,000 175,000 175,000
414000 State grants 15,350 39,890 3,500 3,500 3,500 3,500 •
415000 911. Emergency tax 95,793 100,224 92,400 106,216, 106,216 106,216 •
420000 Hotel/motel tax 312,384 354,474 395,000 450,000 450,000 450,000
421000 County - USA 5,000 0 0 0 - 0 0-
422000 County - WCCLS 730,791 821,751 937,000 937,000 937,000 937,000 •
Total Other Agencies 1,699,890 1,861,254 1,999,950 2,213,678 2,213,678 2,213,678 •
430000 Business tax 172,741 186,916 175,000 190,000- 190,000 190,000 •
431000 Mechanical/plumbing permits 139,939 130,934 0 0 0 0 •
432000 Building permits 352,718 356,613 0 0 0 0 •
433000 Building- plancheckfee 230,012 302,683 0 0' 0 0
433010 Fire life safety plan check fee 10,006 10,888 0 0 0 0
433020 Plumbing plan check fee 40,001 80,835 0 0 0 0 •
433030 Mechanical plan check fee 0 5,103 0 0 0 0
433050 Erosion control plan check fee 0 4,508 0 0 0 0
434000 Alarm Permit 26,077 20,231 15,000 18,500 18,500 18,500 •
435000 Liquor permit fees 3,250 4,320 3,000 3,500 3,500 3,500
436000 Engr. public improvements 140,681 242,021 300,000 250,000 250,000 250,000
437000 Sign permit fees 3,873 2,615 3,000 8,000 8,000 8,000
438000 Land use application fee 39,486 40,134 _ 150,000 142,000 142,000 142,000
439000 Research application fee 200 10 0 0 0 0
440000 Lien search fees 26,142 32,810 30,000 30,000 30,000' 30,000
441000 Recreation tuition 2,634 0 0 0 0 0
441001 Sewer inspection fee 14,045 12,494 0 0 0 0
451000 Misc. fees & charges 41,428 25,780 25,000 28,000 28,000, 28,000
452000 Park reservations 19,174 19,973 12,000 19,000 19,000 19,000 •
Total Fees & Charges 1,262,407 1,478,868 713,000 689,000 689,000. 689,000
•
•
29 •
•
1997/98 Adopted Pudget
City of Tigard, Oregon
General Fund #10
Actual Actual Adopted Proposed 'Approved Adopted, .
Acct # Description 1994/95 1995/96, 1996197. 1997/98 1997!98 1997/98
455010 Fines & forfeitures - traffic 281,119 241,181 235,000 274,500 274,500 274,500
455020 Fines & forfeitures - misdem. 80 50 0 0 0 0
455030 Fines & forfeitures - parking 3,408 4,778 4,500 4,500 4,500 4,500
456000 Indigent Defense 0 0 0 0 0 0
457000 Library fines 41,113 44,769 40,000 44,000 44,000 44,000
458000 Civic infractions 250 13,469 500 500 500 500
Total Fines 325,970 304,246 280,000 323,500 323,500 323,500
460000 Electric 740,269 804,866 830,000 917,000 917,000 917,000
461000 Gas 129,657 281,827 225,000 226,000 226,000 226,000
462000 Telephone 277,507 289,949 309,000 290,000 290,000 290,000
463000 Garbage 190,285 195,750 200,000 204,000 204,000 204,000
465000 Cable TV 108,441 97,393 98,300 105,000 105,000 105,000
Total Franchise Fees 1,446,159 1,669,784 1,662,300 1,742,000 1,742,000 1,742,000
470000 Interest 200,947 274,413 200,000 200,000 200,000 200,000
472000 Rentals 21,213 20,537 16,200 20,250 20,250 20,250
Total Interest & Rentals 222,160 294,950 216,200 220,250 220,250 220,250
477000 Donations/Gifts 825 474 1,000 500 500 500
478000 Other revenues 6,964 22,035 1,200 1,200 1,200 1,200
479000 Recovered expenditures 121,438 86,109 25,000 25,000 25,000 25,000
Total Other Revenue 129,227 108,618 27,200 26,700 26,700 26,700
Total Revenues 9,310,943 10,154,223 11,337,850 9,772,393 10,603,393 10,603,393
300000 Fund balance 3,247,698 3,604,698 3,375,500 4,065,838 4,065,838 4,065,838
Total General Fund Revenue 12,558,641 13,758,921 14,713,350 13,838,231 14,669,231 14,669,231
30
_
1997/98: _Adopted Budget-
City of7igard; Oregon:
General Fund #10
Notes/Trends •
Property Taxes: Voters approved an increase of $000,000 in the tax base in November 1994 which was levied
for the first time in the 1996/97 fiscal year. The current levy, of $6,891,858 includes the voter •
approved levy of $6,889,137 and "several small annexations. Actual collections of property tax will
decline dramatically in 1997/98 due to the implementation of an initiative known as Measure 50
approved by-voters in May 1997. The statewide measure rolls individual property values back to •
their 1995/96 level, less 10%. The City is estimating a loss in property tax revenue from this
measure of $1,400.000 and a collection rate of 95% due to delinquencies.
State Revenues: State Revenues include cigarette tax, liquor tax, and state revenue sharing and are'distributed to
Cities by statute based on population and on per capita incomes. These revenues have been
steadily growing over the past several years as population continues to rise. These revenues have
also been threatened 'since 1990 as the State assumes more responsibility in the funding of
schools, resulting from the property tax limitation-enacted by voters in 1990. These revenues are •
expected to continue.
WCCLS: The Washington County Cooperative Library System levy was reauthorized in March 1996. The
three year levy is used to reimburse participating libraries $1.82 per circulation which is a
significant increase from the $1.55 reimbursement rate in the prior operating levy. The current •
levy was approved by voters in 1996 at $.39/$1,000 throughout the County. This source has also
increased due to the increasing use of the Library by citizens and the resulting increase in .
circulation. This revenue source will also be impacted by Measure 50 in future years.
Grants: The City was awarded a federal grant for a police officer from the crime bill. Revenues reflect the •
final year of a three year reimbursement. The total grant over three years amounted to $75,000.
In addition, the City has been awared a Community Development Block Grant for the 91 st Avenue
sidewalk improvement project.
Building Permits: Building permit revenues have, been recorded in the general fund in the past. Such revenues are •
now recorded in a special revenue fund known as the Building Fund, to better match revenues
and expenditures. All costs associated with the administration and operation of the building
permit and inspection program are charged to this fund through the program budget matrix. •
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 Tigard's city limits. All franchises with the
exception of cable TV are directly between the City and the Franchise holder. The cable TV
franchise is administered by the Metropolitan Area Cable Commission, a consortium of Cities in •
the Metro area. Current percentages are as follows:
Electricity Portland General Electric 3.50% •
Natural Gas Northwest Natural Gas 3.00%
Telephone Electic Lightwave 5.00%
General Telephone 5.00% •
U.S. West Communications 5.00%
Garbage All haulers 3.00% .
Cable TV Metropolitan Area Communication Commission. 5.00%
•
Hotel/Motel Tax: Hotel/motel tax is collected by Washington County and distributed to all participating jurisdictions.
The County rate is 7% of which the City receives about one third of the amount collected in the
City limits. The number of rooms in the City of Tigard subject to the tax has increased steadily
over the past several years. The largest Hotel is Embassy Suites which has recently. completed a •
significant expansion. In the past several years, the City has added about 80 rooms per year.
Revenues are expected to continue to grow as growth in the City continues and as more rooms
are added.
Fund Balance: Fund Balance is the cumulative difference between revenues and expenditures from previous •
years. The estimated fund balance of $4,074,601 at 07/01/97 is greater than anticipated due to a
combination of lower than anticipated expenditures and higher than anticipated revenues.
31 •
1997/98; Adopted Budget.
City of Tigard; Oregon
-
Enterprise Funds
The City uses three Enterprise funds to account for certain utility operations, including sanitary sewer, storm sewer and water.
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 21.4% 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 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 the monthly charges. The City keeps
$2.24 of the $3.00 monthly storm water charge and remits the balance of the amounts collected to the Agency.
Funds are used for the operation, maintenance and repair of storm sewer facilities.
Water Quality/Quantity Fund -
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 offsite surface water system improvements and capacity improvements to
the storm sewer system.
Water Fund -
The City of Tigard manages the operation of the Tigard water system through an inter-govemmental 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, Portland and Tualatin Valley Water District and for the maintenance and
expansion of the entire water system.
Water SDC Fund -
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 Water Fund. This fund accounts for capacity related funds and may only be spent on
capacity related projects.
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 prior to 1994/95.
Enterprise Fund revenues are used to fund the cost of enterprise operation activities, capital improvements and related administrative
costs as shown in the following program support distribution:
Water Water Water Sewer Storm Water Qual/
Program Support Total Fund SDC Fund CIP Fund Fund Sewer Fund Quan. Fund
Public Works 7,378,734 3,478,652 0 0 421,430 3,478,652 0
Development Services 59,365 0 0 0 59,365 0 0
Policy & Administration 688,053 252,727 0 0 182,599 252,727 0
Non-Departmental 124,868 41,623 0 0 41,623 41,623 0
Capital Improvements 9,685,776 1,602,096 3,000,000 778,604 2,000,000 1,602,096 702,980
Contingency 950,000 300,000 100,000 0 200,000 300,000 50,000
Unappropriated 12,394,147 6,197,074 0 0 0 6,197,074 0
Total Programs . 31,280,943 11 872171 3181 878 778,604 5,853,754 11 872171 799,522
32
1997/98: Adopted Budget City 6f.rAgardi Oregon;:.:
•
`#30
:Sanitary Sewer Fund
Actual Actual Adopted Proposed:.:. Approved. Adopted
Acct # Description . 1994/95 1995/96 1996/971997/98.: 1997/98 _ 1997/98'
443000 Sewer connection fees 278,564 342,100 361,100 380,600 380,600 380,600 •
444000 Sewer inspection fees 0 35 0 10,975 10,975 10,975
445000 Charges in lieu of assess. 0 8,569 0 0 0 0
446020 Sewer services charges 952,848 1,059,427 1,000,000 998,500 998,500 998,500 •
470000 Interest 133,369 187,673 150,000 203,000 203,000 203,000 •
478000 Other revenues 3,262 8,456 0 75,000 75,000 75,000
Total Revenues 1,368,043 1,606,261 1,511,100 1,668,075 1,668,075 1,668,075
300000 Fund balance 2,114,406 2,591,925 3,071,176 4,185,679 4,185,679 4,185,679 •
Total Sanitary Sewer Revenue" 3,482,449 4,198,186 4,582,276 5,853,754 5,853,754 5,853,754 •
Notes:
Sewer connection fees are charged to developers for the right to connect 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 avsystem •
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 $380,600 anticipates 275 single family units, 375 multi-family units, 25 commercial
units and 90 commercial alterations. •
Sewer service charges are also set by USA under an agreement with the City. The Citykeeps 21.4% of the non revenue
bond portion of the total monthly per unit charge. The estimate of $998,500 assumes no' change in the City's share of
the monthly charge. Effective July 1, 1994, the USA sewer service charge was based upon water consumption during
the previous winter average period. Sewer service charges are not expected to increase in 1997/98.
Beginning fund balance includes both the City's share of previous years user charges and connection fees estimated. as
follows:
Connection Fee $2,595,121 •
Service Charges 1,590,558
Total Estimated Fund Balance $4,185,679 •
33 .
11997/98 Adopted Budget -
City of Tigard; Oregon; r
Storm Sewer fund..01
Actual Actual Adopted:: Proposed Approved:.: Adopted. _
Acct # Description, . 1994/95 1995/96 1996/97- : 1997/98: 1997/98 1997/98
447000 Service charge 702,814 720,570 675,000 695,000 695,000 695,000
450000 SDC Storm Drainage 37,741 0 0 0 0 0
470000 Interest 62,657 75,184 70,000 54,000 54,000 54,000
479000 Recovered expenditures 0 127,034 933,450 0 0 0
Total Revenues 803,212 922,788 1,678,450 749,000 749,000 749,000
30000 - Fund balance 1,211,915 1,336,638 1,102,631 763,543 763,543 763,543
Total Storm Sewer Revenue 2,015,127 2,259,426 2,781,081 1,512,543 1,512,543 1,512,543
Notes:
Surface water fees are regionally set by the Unified Sewerage 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 upon square
footage of impervious surface.
System Development Charges are set by USA at $500 per unit. Under the agreement, the City keeps 100% of this
charge to fund surface water system capacity improvements, related to water quality and quantity. Such charges were
transferred to the Water Quality/Quantity Fund in 95/96 and are now recorded there.
Beginning fund balance includes the City's share of previous years System Development Charges and monthly fees as
follows:
System Development Charges $572,657
Service Fees 190,886
$763,543
34
1997/98 Adopted Budget. .
'
City of Tigard, Oregon*...
Water Fund, #15
•
Actual.: Actual - Adopted, Proposed: Approved;:Adopted:. •
Acct# Description 1994/95 1995/96 1996/9T': 1997/98 1997/98:.:.:... 1997/98
446010 Metered water sales 4,003,908 3,965,633 3,500,000 3,915,000 3,915,000 3,915,000 •
446011 Other water sales 7,065 8,845 5;000 6,000 6,000 6,000
446012 Fire service standby chg. 0 0 28,000 0 0 0 •
446013 Meter installation fees 230,260 208,319 152,260 - 178,900 178,900 178,900
446014 Credits for leaks/misreads (9,284) (8,421) 0 (8,500) (8,500) (8,500)
446015 Bad debt expense (2,512) (2,851) 0 (9,700) (9,700) (9,700) •
448000 SDC reimbursement 229,640 223,190 123,120 408,590 408,590, 408,590
Total Water Sales 4,459,077 4,394,715 3,808,380 4,490,290 4,490,290 4,490,290
447001 Developers fees 10% OM 0 0 125,000 120,000 120,000 120,000 .
447002 Engineering fees 0 0 20,000 20,000 20,000 20,000
447005 Fire service reimbursement 0 0 5,000 5,000 5,000 5,000
449000 Line extension rebates 0 0 2,000 2,000 2,000 2,000
Total Developer Revenue 0 0 152,000 147,000 , 147,000 147,000
451000 Misc. fees and charges 2,707 3,077 3,800 .2,000 2,000 2,000
470000 Interest income 186,011 298,949 200,000 350,000 350,000 350,000 •
472000 Rental income 2,101 2,381 10,700 25,400 25,400 25,400
478000 Other revenues 4,179 2,322 11,900 2,000 2,000 2,000
478001 Penalties nor non-payment 4,610 8,655 0 8,000 8,000 8,000 •
478002 Returned check fee 1,350 1,800 0 2,000 2,000 2,000
479000 Recovered expenditures. 4,945 7,542 0 0 0 0
Total Miscellaneous Revenue 205,903 324,725 226,400 389,400' 389,400 389,400
Total Revenues 4,664,980 4,719,440 4,186,780 5,026,690 5,026,690 5,026,690 •
30000 Fund balance 2,660,150 4,208,819 4,948,867 6,845,481 6,845,481 6,845,481 •
Total Water Revenue 7,325,130 8,928,259 9,135,647 11,872,171 11,872,171 11,872,171
Notes: •
Water operations are accounted for in the Water Fund. Metered water sales anticipate the usage,of 2,725,000 hundred
cubic feet (ccf) of water at $1.30 -'$1.63 per ccf. The City anticipates purchasing water from the City of Portland at •
1,952,000 ccf, City of Lake Oswego at 342,000 ccf and Tualatin Valley Water District at 431,000 ccf.
Water sales include an estimated 500 meter installations. An estimate of revenues by meter size follows: •
450 - 3/4° meters @ $325/ea., 40 - 1" meters @ $570/ea., 10 - 2° meters @ $985/ea.
System Development Charge revenue is estimated based on new meter installations. System Development Charge
rates increased December 1996. An estimate of revenues-by meter size follows:,
400 meters @ $ 671, 50 meters @ $663; 20 meters @ $1,342, 20 meters @ $1,326, 10 meters @ •
$5,368
Rental income consists of estimated revenues from storage space leased to WCCCA and Tigard/Tualatin School District •
at Canterbury site at $215/mo., US West space in water yard at $950/mo and Sprint Monopole lease-at $950/mo.
35
1997/98 Adopted Budget
City of Tigard; Oregon`
Water.SDC Fund #27'
Actual. Actual "Adopted- Proposed::- :Approved Adopted
Acct # _ " Description: " 1994/95: 1995/96.: ,1996/97 1997/98" : :1997/98 " 1997/98,
450000 System Development Chgs 499,475 487,050 324,500 239,760 239,760 239,760
470000 Interest 68,130 111,890 90,000 125,000 1251000 125,000
Total Revenues 567,605 598,940 414,500 364,760 364,760 364,760'
300000 Fund balance 1,445,767 1,988,455 2,436,000 2,817,118 2,817,118 2,817,118
Total Water SDC 2,013,372 2,587,395 2,850;500 3,181,878 3,181,878 3,181,878
Notes:
Water System Development Charges were updated in December 1996 based upon a water rate study completed in
June 1996. The improvement portion of the charge is recorded in this fund to be used to fund capacity increasing
improvements to the water system. An estimate of revenues by meter size follows:
400 3/4" meters @ $315 $126,000
20 1" meters @ $630 12,600
50 1-1/2" meters @ $844 42,200
20 2" meters ®$1,688 33,760
10 3" meters ® $2,520 25,200
'490 $239,760
City of Tigard, Oregon
Water Capital Project Fund #57
Actual Actual Adopted Proposed Approved Adopted
Acct # Description 1994/95 1995/96 1996/97 1997/98 1997/98 1997/98
470000 Interest 31,979 40,093 35,000 36,000 36,000 36,000
478000 Other revenues 0 0 0 0 0 0
Total Revenue 31,979 40,093 35,000 36,000 36,000 36,000
300000 Fund balance 632,782 664,761 701,000 742,604 742,604 742,604
Total Water Cap Projects 664,761 704,854 .736,000 778,604 778,604 778,604
Notes:
Funds were transferred from the Water Fund during two prior years in anticipation of funding 1/2 of the new reservoir
known as Menlor.
36
•
1997/98 Adopted. Budget:
Water Quality/Quantity fund #14'.
Adopted . Proposed Approved. Adopted
Actual Actual
1994/95 11995/96::. ;1996/97. 1997/98:::.. 1997/98 1997/98"': .
Acct # Description
•
445000 Services Charges 84,672 195,967 61,150 74,200 177,180 177,180 •
470000 Interest 6,086 15,837 15,000 33,000 33,000 33,000
Total Revenues 90,758 211,804 76,150 107,200 210,180 210,180 -
300000 Fund balance 93,660 184,418 354,000 589,342 589,342 589,342 •
•
Total Water Quality/Quantity 184,418 396,222 430,150 696,542 799,522 799,522 •
•
Notes: •
•
This fund was set up to record revenue from the Water Quality/Quantity charge known as the Storm Sewer SDC •
established by the Unified Sewerage Agency in 1991. Funds are for storm sewer system improvements.
•
Service charges estimate the following units:
275 Single. Family 0 $180/ea. •
142 Multi-Family @ $180/ea.
125 Commercial ® $180/ea. -
•
•
•
•
•
•
•
•
•
•
37
1997/98;Adopted Budget .
City of Tigard; Oregon
Special Revenue.Funds
Special Revenue Funds account for revenue derived from specific taxes or other earmarked revenue sources which are legally
restricted to finance particular functions or activities. Funds included in this category are:
Building Fund -
The Building Fund was established in 1996/97 to account for all revenues and expenditures related to building inspection and plan
review activities. Such activities have previously been recorded in the General Fund.
Electrical Inspection Fund -
Established in 1994/95, this fund accounts for the costs of the electrical inspection program and the collection of electrical inspection
fees. Funds collected for electrical inspections are restricted to the costs of the program and associated overhead.
Urban Services Fund -
This fund was established in June 1997 to account for all revenues and expenditures related to services provided in the unincorporated
Bull Mountain area. The City of Tigard began providing building, planning and engineering permit and inspection services to this area
after signing an intergovernmental agreement with Washington County.
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 budgeted, based on projection of funds already seized but not yet forfeited to the City.
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 -
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.
Traffic Impact Fee -
Revenue from a county instituted fee on development approved by voters in 1989. Fee is to be charged by the City for development
within City limits. Funds are used for highway and transit capital improvements which provide additional capacity to major
transportation systems and for recovery of costs of administering the program.
Traffic Impact Fee Urban Services -
Revenue from a county instituted fee on development approved by voters in 1989. Fee is to be charged by the City for development in
the Urban Services unincorporated area. 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, mufti-family or commercial
construction, additions, alterations or change in use which created a dwelling unit. Funds collected are used to fund the acquisition,
development, and expansion of additional recreation spaces and facilities. Such charges were updated by the City Council in March
1996.
Underground Utility -
Accounts for monies received from developers for future underground utility improvements.
Worker's Compensation Fund -
Accounts for monies received from workers compensation insurance carriers as refunds of prior years premiums. Accumulated funds
may be used to self insure in the future.
FEMA Disaster Fund -
This fund was established in February 1996 to account for the flood clean up and recovery activities. Activities are anticipated to be
funded by Federal Disaster Relief Funds.
Tree Replacement Fund -
This fund is established by Tigard Municipal Code section 18.150.070, which provides for the collection of fees from developers in lieu
of saving trees.
38
1997198.: Adopted Budget '
City. of Tigard, Oregon
Special Revenue Funds (con.)
:
Shown below Is a chart showing each funds' revenue contribution to total Special Revenues:
•
SPECIAL REVENUE FUNDS
Workers Comp Tree Replacement
Underground Uti ty 0'95 222%
1.19% •
Building Fund
11.77% .
Parks SDC Electrical Inspection
13.61% 3.91%
Urban Services
TIFF - Urban Services 8.14%
4.23% •
•
State Gas Tax •
18.27°k
Traffic Impact
33,93% County as Tax
1.66%
•
•
•
Special revenue funds support various programs in accordance with their specific use provisions as follows: •
Buiming Etect&w Urban Criminal State County Tretfic TIFF Parke Undergrd- Workers Tree •
Program Support Total Fund Ins tbn Services, Forfeiture Gas Tex Gas Tax Impact Urban Svc SDC UIB Comp Re lace.
Community Services _ -13,269 0 0 0 13,269 0 0 0 0 0 0 0 0 .
Public Works 655,502 10,595 675 11,949 0 448,027 184,255 0 0 0 0 0 0
Development Services 2,345,715 774,463 203,160 741,372 0 545,552 0 56,321 24,847 0 0 0 0 •
Policy and Administration 353,935 134,794 19,545 70,243 0 129,353 0 0 0 0 0 0 0
Non Departmental 72,839 24,974 6,243 8,325 0 33,298 0 0 0 0 0 0 0
Capital Improvements 6,558,644 0 0 . 0 0 807,991 0 3,500,000 444,453 1,430,000 130,000 0 246,200
Comkgenry 385,000 50,000 20.000 40,000 0 50,000 0 150,000 0 75,000 0 0 0 •
Unappropriated ' 721,578 312,240 185,141 31,789 0 15,000 0 62,314 0 6,842 2,396 105,853 0
Total Program 11,106,481 1,307,067 434,765 903,677 13,269 2,029,222 184,255 3,768,635 469,300 1,511,842 132,396 105,853 246,200
•
•
•
•
•
39 •
•
1997/98 Adopted Budget
City of Tigard,.Oregon
Building.Fund #29•"
Actual AdoP.ed ProPosed.,:. A proved Adopted:
Actual.
t..:.. P. .
:
Acct-# Descri tion. 1994/95 1995/96: 1996/97_ 1997/98 =1997/98. .1997/98
431000 Plumbing Permits 0 11,587 174,693 130,850 130,850 130,850
431010 Mechanical Permits 0 3,748 49,432 39,900 39,900 39,900
432000 Building Permits 0 43,167 511,806 372,475 372,475 372,475
433000 Building Plan Check Fees 0 30,845 230,138 235,825 235,825 235,825
433010 Erosion Control Plan Check 0 1,343 14,941 9,685 9,685 9,685
433020 Fire and Life Safety Plan Ck 0 6,981 67,876 68,060 68,060 68,060
433030 Mechanical Plan Check Fee 0 262 14,781 9,534 9,534 9,534
433050 Plumbing Plan Check Fee 0 661 10,361 16,945 16,945 16,945
433060 CDC Review Fees 0 0 5,000 12,550 12,550 12,550
444001 Sewer Inspection Fee 0 1,406 11,892 0 0. 0
470000 Interest 0 0 12,000 13,000 13,000 13,000
Total Revenues 0 100,000 1,102,920 908,824 908,824 908,824
300000 Fund balance 0 0 100,000 398,243 398,243 398,243
Total Building Fund 0 100,000 1,202,920 1,307,067 1,307,067 1,307,067
Notes:
Building revenues were recorded in the General Fund in previous years, however, they have been recorded in the
separate fund since July 1, 1996. Revenue estimates are based on the anticipation of continuing strength in the
construction of both commercial and residential developments. Estimates include 275 single family units, 12 multi-
family units and 25 commercial projects for the year. Total construction value is anticipated to exceed $100,000,000.
Revenues are recorded in this fund to allow for a closer match between resources and expenditures related to building
permits and inspection activity.
40
1997/98 Adopted Budget .
City, oof Tigard, Oregon •
Electrical Inspection Fund #23
d A:: roved..: Ad 9p a
dual , - Actual _ Ado , ed; Prd " ose
A
. ` •
Acct-# .Description 1994/95 1995/96: 1 99MT. 1997/98..::*- :19970,98: 1997nJ8
431510 Electrical permits 15,412 234,830 31'3,200 212,325 212,325 212,325
433040 Electrical plan check 30,000 0 14,900 15,230 15,230 15,230 .
470000 Interest 12 3,160 2,500 7,500 7,500 7,500 •
Total Revenues 45,424 237,990 330,600 235,055 235,055 235,055
300000 Fund balance 0 15,955 62,431 199;710 199,710 199,710
Total Electrical Inspection 45,424 253,945 393,031 434,765 434,765 434,765
Notes: •
The-Electrical Inspection Program began at the end of 1994/95. Funds may be used to support electrical inspection
activity and associated costs. Tigard's development activity is expected. to remain strong for several years.
41 •
1997/98 Adopted Budget
City of Tigard, Oregon -
Urban Services Fund #19 .
Actual Actual Adopted Proposed Approved, Adopted -
Acct # Description 1994/95 1995/96 1996/97 1997/98 1997/98 1997/98
431000 Plumbing Permits 0 0 0 0 0 0
431010 Mechanical Permits 0 0 0 0 0 0
431510 Electrical Permit Fees 0 0 6,482 77,785 77,785 77,785
432000 Building Permits 0 0 33,126 397,517 397,517 397,517
433000 Building Plan Check Fees 0 0 0 0 0 0
433010 Erosion Control Plan Ck. 0 0 0 0 5,200 5,200
433020 Fire Life Safety Plan Ck. 0 0 0 0 0 0
433030 Plumbing Plan Ck. 0 0 5,465 65,590 65,590 65,590
433040 Electrical Plan Ck. 0 0 0 0 0 0
433050 Mechanical Plan Ck. 0 0 0 0 0 0
433060 CDC Review Fees 0 0 4,500 54,000 54,000 54,000
436000 Engineering Pub. Improv. 0 0 10,427 104,835 104,835 104,835
437000 Sign Permit Fees 0 0 0 0 0 0
441001 Sewer Inspection Fees 0 0 0 0 8,750 8,750
442000 Street Lighting Fees 0 0 0 0 0 0
445001 Fee-in-lieu Water Quantity 0 0 0 0 0 0
445002 Fee-in-lieu Water Quality 0 0 0 0 0 0
445003 Fee-in-lieu Undergrounding 0 0 0 0 0 0
451000 Misc. Fees & Charges 0 0 215,000 0 0 0
470000 Interest Earnings 0 0 0 0 0 0
Total Revenues 0 ' 0 275,000 699,727 713,677 713,677
300000 Fund balance .0 0 0 190,000 190,000 190,000
Total Urban Services Fund 0 0 275,000 889,727 903,677 903,677
Notes:
This fund was established, in June 1997 to account for all revenues and expenditures associated with the services
provided to the Urban Services area of. Washington County. The City began collecting fees and charges on June 1,
1997, and the County paid the city $215,000 on June 1, 1997 to cover start up costs and permits in process.
42
1997/98 Adopted Budget.
City of Tigard, Oregon
Criminal Forfeiture Fund #55 ' _ .
Actual Actual Adopted Proposed Approved Adopted
Acct Desc, ri tfon.. 1994/95 1995/96 1996/97 1997/98 1997/98. 1997/98
470000 Interest 740 928 1,000 300 300 300
•
478000 Other revenues 25,000 5,000 5,000 5,000
Total Revenues 740 928 26,000 5,300 5,300 5,300 •
300000 Fund balance 15,650 16,390 17,000 7,969 7,969 7,969
Total Criminal Forfeiture Fund 16,390 ' 17,318 43,000 13,269 13,269 13,269 •
Notes:
Revenue in this fund is estimated each year based upon.funds anticipated to be.seized in police related activities. Such •
funds may only be used for police related programs.
City of Tigard, Oregon
State Gas Tax Fund #21
Actual Actual. Adopted, Proposed Approved . " Adopted
Acct # Description 1994/95 " 1995/96 1996/97 1997/98: 1997/98 1997/98
413000 State Gas Tax Share 1,495,864 1,574,905 1,595,000 1,907,000 1,907,000 1,907,000
442000 Street Lighting Fees 10,540 21,720 20,000 17,000 17,000 17,000
470000 Interest 31,874. 31,854 30,000 23,000 23,000 23,000 S
r
479000 Recovered expenditures 46,750 89,809 0 0 0 0
Total Revenues 1,585,028 1,718,288 1,645,000 1,947,000 1,947,000 1,947,000
300000 Fund balance 267,775 749,993 354,330 82,222. 82,222 82,222
Total State Gas Tax 1,852,803 2,468,281 1,999,330 2,029,222 2,029,222 . 2,029,222
Notes: S
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 $51 per capita using a population estimate of 37,400 for fiscal
year 1997/98.
, year, bbeginning in-January 1998.
The 1997 Legislature is debating a bill that will increase State Gas Tax by .3 cents per
The Bill also increases vehicle registration and increases the City share of collections to 20%. An additional $5 per
capita has been included in this estimate in anticipation of passage of the bill. The total impact "of this increase will be
phased in over the next three years.
•
43 •
1997/98: Adopted Budget .
City of Tigard; Oregon
County Gas Tax. Fund #22
Actual., Actual,: Adopted..,. . Proposed Approved Adopted
Acct # Description 1994/95: 1995/96 1996/97'.1997/98 1997/98 1997/98
423000 County Road Tax 147,932 152,959 150,000 146,000 146,000 146,000
470000 Interest 1,206 2,011 1,500 1,700 1,700 1,700
Total Revenues 149,138 154,970 151,500 147,700 147,700 147,700
300000 Fund balance 23,200 31,308 15,326 36,555 36,555 36,555
Total County Gas Tax 172,338 186,278 166,826 184,255 184,255 184,255
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.
City of Tgard,Oregon. .
Traffic Impact Fee. Fund #25'
Actual Actual Adopted Proposed Approved. Adopted
Acct # . 'Description 1994/95 1995/96. 1996/97 1997/98 1997/98 1997/98
448000 Traffic Impact Fee 1,111,200 968,894 1,210,850 1,147,000 1,147,000 1,147,000
470000 Interest 89,013 118,194 120,000 120,000 120,000 120,000
479000 Recovered Expenditures 58,678 3,879 300 0 0 0
Total Revenues 1,258,891 1,090,967 1,331,150 1,267,000 1,267,000 1,267,000
300000 Fund balance 1,201,090. 1,923,804 1,254,330 2,501,635 2,501,635 2,501,635
Total Traffic Impact 2,459,981 3,014,771 2,585,480 3,768,635 3,768,635 3,768,635
Notes:
The Traffic Impact Fee (TIF) is based upon the number of trips per day that each type of development is estimated to
generate. The County maintains a table of standards for all possible uses. The standard trips per day for each
development is multiplied by the rate per trip to determine the amount of the TIF.
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:
650 Residential units $697,000
21 Commercial/Office 221,000
4 Industrial/Institutional 83,000
Mass Transit 146,000
$1,147,000
44
1997/98. Adopted Budget
Traffic Impact Fee -Urban Services Fund #18
Actual ActualA.do ted :Proosed roved Ado p ed_
Acct # Description 1994/95. 1995/96: 1996/97: 1997/98 . _ 1997/98; 1997/98
448000 Traffic Impact Fee 0 0 0 422,500 422,500 422,500 •
470000 Interest 0 0 0 11,800 11,800. 11,800,
479000 Recovered Expenditures 0 0 0 0 0 0
Total Revenues 0 0 0 434,300 434,300 434,300
300000 Fund balance 0 0 0 35,000 35,000 35,000 •
Total Traffic Impact 0 0 0 469,300 469,300 469,300 •
Notes:
This fund was established in June 1997 to account for the collection of Traffic Impact Fees in the Urban Services area of •
Washington County. The City will manage road improvements in this area with these funds as projects are approved by
the County.
Estimated TIF revenues from the following sources are: •
250 Residential units $422,500
$422,500
City of Tigard, Oregon. •
Parks SDC Fund #52 •
-Actual Actual Adopted Proposed - Approved Adopted
Acct # Description 1994/95 -1995/96 1996/97 1997/98 1997/98 1997/98
449010 SDC - Parks 190,330 204,650 574,150 509,200 509,200 509,200
470000 Interest 23,454 31,615 35,000 44,000 44,000 44,000 •
i
Total Revenues 213,784 236,265 609,150 553,200 553,200 553,200 •
300000 Fund balance 498,422 459,121 599,000 958,642 958,642 958,642
Total Parks SDC 712,206 695,386 1,208,150 1,511,842 1,511,842 1,511,842
Notes:
Park System Development Charges are charged to developers on a per unit basis. The Tigard City Council recently
increased the charges and for the first time applied them to commercial development as well as residential. This source
of revenue is expected to track with residential development activity which is expected to continue strong over the next
several years. Revenue estimates are based on the following:
275. Single. family units ®$1,050 ea. $288,750
280 Multi family units @ $540 ea. 151,200
95 Attached units @$600 ea. 57,000 •
25 Commercial units @'$490 ea. 12,250
Total $509,200
•
i
45
1997/98 Adopted Budget
City of Tigard,:Oregon
Underground Utility Fund #26
Actual, Actual " :Adopted Proposed .Approved Adopted'
Acct.# Description 1994/95 1995%96: 1996/97 1997/98 '1997/98 1997/98
478000 Other revenue 10,018 6,017 10,000 10,000 10,000 10,000
470000 Interest 3,926 5,948 5,000 6,000 6,000 6,000
Total Revenues 13,944 11,965 15,000 16,000 16,000 16,000
300000 Fund balance 79,497 93,441 105,000 116,396 116,396 116,396
Total Underground Utility 93,441 105,406 120,000 132,396 132,396 132,396
Notes:
This fund was established to record funds received in lieu of undergrounding utilities. This revenue source is difficult to
estimate, therefore $10,000 is estimated each year. If substantially more is received, a budget adjustment will be made.
City of Tigard, Oregon
Workers' Compensation Fund 428:
Actual. Actual, Adopted Proposed Approved Adopted,
Acct # Description 1994/95 1995/96 1996/97 1997/98 1997/98 1997/98'
470000 Interest 0 0 0 3,800 3,800 3,800
479000 Recovered Expenditures 0 71,463 0 0 0 0
Total Revenues 0 71,463 0 3,800 3,800 3,800
300000 Fund balance 0 0 0 102,053 102,053 102,053
Total Workers' Comp. Fund 0 71,463 0 105,853 105,853 105,853
Notes:
This fund was established to record the refund of worker's compensation premiums from prior years plans. Funds will
eventually be used to self insure portions of the City's liabilities.
46
1997/98 Adopted Budget: rc
City of Tigard, Oregon_ •
'FEMA Disaster Fund;#11
Actual Ado ed _ Proposed A roved,.
- Actual- pt PP Adopted _
Acct # Description 1994/95. 1995/96 1996/97 1997/98 .1997/98 1997/98 •
404000 Federal Grants 0 0 170,250 0 0 0
470000 Interest 0 0 0 0 0 0
479000 Recovered Expenditures 0 65 0 0 0 0 •
Total Revenues 0 65 170,250 0 0 0 •
300000 Fund balance 0 0 0 0 0 0
Total FEMA Disaster Fund 0 65 170,250 0 0 0
Notes: •
This fund was established to account for FEMA eligible disaster cleanup activities., The City experienced two recent •
disasters that have qualified for reimbursement from The Federal Emergency ManagementI Agency. The costs
associated with the 12/12/95 wind storm and the February 1996 flood will be partially reimbursed. The exact amount of .
the reimbursement and the timing of it is not known at this time. One remaining sanitary sewer line repair directly
related to the storm will be completed and reimbursed in the Sanitary Sewer Fund in 1997/98.
City.of Tigard, Oregon
Tree Replacement Fund #20 •
Actual Actual Adopted Proposed Approved Adopted •
Acct # Description 1994/95 1995/96 1996/97 1997/98' 1997/98 1997/98
417000 Tree Replacement Revenue 0 0 0 50,000 50,000 50,000
470000 Interest 0 0 0 11,200 11,200 11,200
Total Revenues 0 0 0 61,200 61,200 61,200 •
300000 Fund balance 0 0 0 185,000 185,000 185,000
Total Tree Replacement Fund 0 0 0 246,200 246,200 246,200
Notes:
This fund was established in 1996/97 by Tigard Municipal Code section 18.150.070 to account for funds collected from
developers in lieu of saving trees. Funds are to be used by the City to plant trees in the public right of way and other
public properties. •
47 •
1997/98 Adopted Budget .
City of Tigard, Oregon
Debt Service Funds
Outstanding debt includes voter approved general obligation bonds, Bancroft bonds, and Short term
notes. Each type of debt is recorded in a separate fund. Principal sources of revenue are property
taxes for general obligation bond debt service and special assessment collections and interest
earnings for Bancroft Bond debt. The City currently uses the following debt service funds:
General Obligation 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 life 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 outstanding 1987 and
1989 Series bonds. The refunding was done to save taxpayers $265,436 over the life of the.bonds.
Remaining General Obligation debt is from the 1993 series.
Bancroft Bond Debt -
Revenue in this fund is derived from assessments on properties that participate in local improvement
districts and from proceeds of Bancroft Bonds to retire short term debt issued to fund the local
improvements. On May 3, 1993, the City issued $660,000 in GO Improvement Refunding Bond s.for a
current refunding of a portion of the outstanding 1982, 1989; and 1990 Series bonds. The refunding .
Was done to save taxpayers $76,031 over the life of the bonds.
Certificate Debt Service-
Revenue from a five year serial levy dedicated to park system improvements was' used to fund
repayment of borrowed funds which were initially used for park improvements. 1994/95 was the last
year of the serial levy. This fund continues to be shown for historical purposes.
Escrow.Debt -
Funds held in escrow from refunding to call refunded bonds at their call date.
A summary of Debt Service revenues, by type, follows:
Fund Amount
General Obligation Debt Service:
Tax collections 1,599,675
Interest earnings 20,000
Beginning fund balance 31,560
Total General Obligation 1,651,235
Bancroft Debt Service:
Collections from property owners for the:
Pacific Corporate Center Project 211,489
Lincoln/Locust Street LID 52,928
McDonald Street 645
135th Avenue Project 14,671
Interest Earnings 13,000
Beginning Fund Balance 533,549
Total Bancroft 826,282
Total Debt Service Funds 2,477,517
48
•
•
1997/98 Adopted Budget •
City of Tigard, Oregon •
Debt Service Funds
•
•
Debt Service Funds are received from the following sources: •
•
•
•
•
■ Assessment •
interest and
principal •
11,% •
❑ Interest earnings
1%
•
•
® Property tax
revenue o Beginning fund
65% balances •
23% •
•
•
•
Source Amount Percentage •
Property tax revenue 1,599,675 64.57%
Assessment, interest and principal 279,733 11.29%
Interest earnings 33,000 1.33% •
Beginning fund balances 565,109 22.81%
•
Total 2,477,517 100.00%
Amount in Escrow 0 •
•
Total Debt Service Funds 2,477,517 •
•
•
•
49 •
•
1997/98 Adopted Budget
City of Tigard,.Oregon.
General Obligation Debt Service Fund fi60
Actual Actual Adopted Proposed. Approved Adopted.
Acct # : Description 1994/95 1995/96. 1996/97 1997198, 1997/98 1997/98
400000 Current taxes 1,484,662 1,382,314 1,376,095 1,569,675 1,569,675 1,569,675
401000 Prior, year taxes 49,243 33,756 40,000 30,000 30,000 30,000
470000 Interest 32,817 56,136 40,000 20,000 20,000 20,000
474000 Bond proceeds/Misc. 21,437 0 0 0 0 0
Total Revenue 1,588,159 1,472,206 1,456,095 1,619,675 1,619,675 1,619,675
300000 Fund balance 191,862 259,968 140,000 31,560 31,560 31,560
Total G.O. Debt Service 1,780,051 1,732,174 1,596,095 1,651,235 1,651,235 1,651,235
Notes: Year 1997/98
General Obligation Debt consists of: Issued Obligation
Advance refunding bonds Series A 1993 1,651,235
Total 1,651,235
Debt Service for these bonds is received from a property tax levy necessary to meet the fiscal year
requirements as follows:
Total requirements 1,651,235
Prior years taxes (30,000)
Interest earnings (20.000)
Beginning fund balance (31,560)
Levy, revenue requirement 1,569,675
Collection rate 95.00%
Tax levy 1,652,288
City of Tigard, Oregon
Bancroft Bond Debt Service Fund #40
Actual Actual Adopted Proposed Approved Adopted
Acct # Description 1994/95 1995/96 1996/97 1997198 1997/98 1997/98
470000 Interest 9,045 11,312 20,000 13,000 13,000 13,000
471000 Interest from other source: 162,578 172,368 0 116,284 116,284 116,284
474000 Proceeds/collections 0 3,253,000 4,322,000 0 0 0
475000 Bancroft collections 146,548 218,667 400,000 '163,449 163,449 163,449
478000 Other revenues 0 0 0 0 0 0
Total Revenue 318,171 3,655,347 4,742,000 292,733 292,733 292,733
300000 Fund balance 355,371 152,096 175,000 533,549 533,549 533,549
Total Bancroft Debt 673,542 3,807,443 4,917,000 .826,282 826,282 826,282
Notes:
Special assessments are the major source of funding to meet current and future interest and principal payments
on outstanding bonds.
50
1997/98 Adopted Budget
City of Tigard, Oregon,
Certificates of Particlpation.Debt Service Fund:.
` Ado ted .
Actual Actual Adopted Proposed Ap roved P
p
Acct Descri tion 1994/95: 1995196 " 1996/97 1997198 1997/98 1997/98
400000 Current taxes 269,456 0 0 0 0 0
401000 Prior year taxes 11,514 0 0 0 0 0
470000 Interest 11,387 0 0 0 0 0 •
Total Revenue 292,357 0 0 0 0 0 •
300000 Fund balance 64,218 0 0 0 0 0
Total Certificates Debt Service 356,575 0. 00 0 0
Notes:
Certificates of Participation were issued in May of 1990 to provide funding for certain parks improvements.
Annual payments of interest and principal were funded by revenue from a five year property tax serial levy. The •
levy amounted to $350,000 per year. " Expenditures for capital improvements were recorded and budgeted in
Fund #53 - Park Levy CIP Fund.
1994/95 was 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. •
City of Tigard, Oregon
General Obligation Debt Service Fund #63
Escrow.Account
Actual Actual Adopted . Proposed Approved Adopted •
Acct # Description 1994/95 1995/96 1996/97 1997/98 1997/98 1997/98
Amt held in trust for escrow pymts 5,067,380 1,715,653 .0 0 0 0 •
Notes:.
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. All advance refunded bonds have now been paid off and escrow accounts •
have been closed. Fund is shown for historical purposes.
51 •
1997/98 Adopted Budget :
City, of Tigard,, Oregon
Capital ;Projects Funds:..
Special Assessment Improvement -
Revenue from short term borrowings are used to fund construction within local improvement districts. Current
activity in this fund relates to the Dartmouth Street local improvement district project.
Park Levy Improvement -
Revenue from Certificates of Participation may only be used to fund specific park system improvements. The
Park Levy ended in 1994/95. Continuing delinquent collections provide limited funds for ongoing improvements.
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 1993/94 and may only be used for this improvement project. The project was completed in
1995/96. The fund continues to be shown.for historical purposes.
Facility -
This fund was established during the 1995/96 budget process to set aside funds for future city facility
improvements. It is anticipated that $100,000 per year will be transferred to this fund from the General Fund.
Metro Greenspaces -
This fund was established in 1996 to account for Greenspace property acquisition and improvements. The City's
share of the Metro Greenspace Bond issue is $758,000 some of which was spent in the prior year.
Shown below is a chart showing each funds' revenue contribution in relation to the Capital Projects Funds:
CAPITAL PROJECTS FUNDS
Metro Greenspaces Special Assess.
35% 32%
Y
ii~~ y a1
: • Park Levy Impr
11%
Facility Fund
22%
52
•
1997/98 :Adopted Budget :
City of Tigard; Oregon . •
Special Assessment Improvement Fund #45
Actual Actual :'Adopted Proposed Approved Adopted
Acct: # Descrr tlon-` 199465 -1995/96 1996/97 1997/98: 1997118:;: >1997/98
470000 Interest 46;242 69,410 80,000 76,000 76,000 76,000
474000 Bond Proceeds 0 832,000 0 0 0 0
479000 Recovered expenditures 446 (79) 0 0 0 0
Total Revenue 46,688 901,331 80,000 76,000 76,000 76,000
300000 Fund balance 1,141,713 767,491 1,600,000 494;358- 494,358 494,358
Total Special Assess.-Improv. 1,188,401 1,668,822 1,680,000 570,358 570,358 570,358
The Dartmouth Street project is completed and the final assessment is expected to be finalized in 1997/98.
City of Tigard, Oregon
Park Levy Improvement Fund #53
Actual Actual Adopted Proposed Approved Adopted
Acct # Description 1994/95 1995/96 1996/97 1997/98 1997/98 1997/98
400000- Current taxes 67,111 799 4,500 0 0 0
401000 Prior year taxes 0 7,576 0 0 0 0
404000 Park County Grant 6,928 0 0 0 0 0
414000 Intergovem revenues 0 3,537 0 0 0 0.
470000 Interest 3,038 7,333 4,000 9,000 9,000 9,000
477000 Private Donations 0 100,000 0 0 .0 0
479000 Recovered expenditures 0 0 0 0 0 0
Total Revenue 77,077 119,245 8,500 9,000 9,000 9,000
300000 Fund balance 67,376 66,869 158,000 182,137 182,137 182,137
Total Park Levy Improvement 144,453 186,114 166,500 191,137 191,137 191,137
Notes:
Funds were provided by the sale of Certificates of Participation in 1990 . and were used to fund park
improvements. Annual interest and principal payments were budgeted in the Certificates, of Participation Debt
Service Fund #62 and were funded by a five year Parks Serial Levy which began in July 1991. The serial levy
ended in 1994/95. In 1995/96 the City received a $100,000 gift from an estate of a deceased citizen. Such
funds are intended to be used for path construction and are included in estimated beginning fund balance.
53
1997/98 Adopted'Budget
City, cf Tigard, Oregon
- -Bull Mountain Road Improvement:Fund.#56
pt posed Approved Adopted
Actual; Actual ; Ado ed `Pro
Acct # Description 1094/95, 1995/9& 1996/97 1997/98:' 1997/98. _ 1997/98
470000 Interest earnings 0 0 0 0 0 0
479000 Recovered expenditures 110,000 0 0 0 0 0
Total Revenue 110,000 0 0 0 0 0
300000 Fund balance 472,804 105,131 0 0 0 0
Total Bull Mtn Rd Improve. 582,804 105,131 0 0 0 0
Notes:
The fund existed for the duration of the Bull Mountain Road Improvement project. Monies were received from
the County MSTPII levy and were used in connection with the improvement project. The project was completed
in 1995/96.
City of Tigard, Oregon:
Facility :Fund #58
Actual Actual - Adopted Proposed:. Approved Adopted
Acct # Description 1994195 1995/96 1996/97 1997/98 1997198 1997198
470000 Interest 0 8,667 12,000 15,000 15,000 15,000
478000 Other revenues 0 197,145 135,000 150,000 150,000 150,000
Total Revenue 0 205,812 147,000 165,000 165,000 165,000
300000 Fund balance 0 0 202,700 238,704 238,704 238,704
Total Facility Fund 0 205,812 349,700 403,704 403,704 403,704
Notes:
This fund was established during the 1995/96 budget process to set aside funds for the future expansion of City
facilities. Revenue is from a $150,000 contribution from the General Fund. An annual contribution of $100,000
is anticipated for the future.
54
1997/98 `Adopted Budget
City of Tigard; Oregon
Metro Greenspace Fund #34
Actual . Actual Adopted. Proposed Approved Adopted •
Acct # Description 1994/95 1995/96: 1996/97: '11997/98 _ 1997/98.- 1997/98.
416000 Intergovem Revenues 0 125,000 0 633,000 633,000 633,000
470000 Interest 0 (1,468) 0 0 0 0 •
479000 Recovered expenditures 0 0 633,000 0 0 0
Total Revenue 0 123,532 633,000 633,000 633,000 633,000
300000 Fund balance 0 0 0 (1,776) (1,776) (1,776) •
Total Facility Fund 0 123,532 633,000 631,224 631,224 631,224 •
Notes:
Expenditures on greenspace land acquisition and improvements will be reimbursed by the Metropolitan Service
District up to a total of $758,000. One tract of greenspace was purchased and reimbursed in May 1996 in the •
Bull Mountain Area known as the Fern Street Property. Additional parcels will be purchased over the next
several years.
55 •
i
PROGRAM EXPENDITURE SUMMARY
Program Budget Organization
Organization Chart
Expenditure Summary - By Program
Operating Budget History
Total Operating Budget
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City of Tigard, Oregon
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City of Tigard, Oregon •
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1
1997/98 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. The City has established the following program structure:
Program Function
Community Services Police
. Library
Social/Arts Funding
Park Maintenance
Public Works Sewer Maintenance
Street Maintenance
Water Supply/Maintenance
Property Maintenance
Disaster Recovery
Development Services Community Development
Engineering
Street Lights & Signals
• Policy & Administration City Administration
Human Resources
Finance
• Administrative Services
Non-Departmental City-Wide Support
f 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 improvements expenditures.
s * 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
S Matrix in the Budget Information Section.
56
;1997198:Adopted.,Budget
- City of Tigard; Oregon:.:
Program Budget ;Organ zatiori
Budget •
Program # Dept # Description/Program/Dept Unit #
1000 Community Services
1100 Police
Administration 1110
Operations 1120
Support Services 1130
1400 Library
Administration 1410
Readers Services 1420 •
Technical Services 1430
Circulation 1440.
1500 Social Services 1500
1600 Grounds 1600
2100 Public Works
2100 Administration 2110
Sanitary Sewer 2120 .
Storm Sewer 2125
Street Maintenance 2130
Fleet Maintenance 2150
Property Management 2160
Water 2170
Storm Cleanup 2180
2200 Development Services
2200 Community Development
Administration 2210 •
Administration - Urban Services 2211
Building Inspection 2220
Building Inspection - Urban Services 2221 •
Current Planning 2230
Current Planning- Urban Services 2231
Advance Planning 2235
Engineering 2240
Engineering - Urban Services 2241
Street Lights & Signals 2250
•
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57 ,
1997/98.. Adopted Budget .
City of Tigard, Oregon
Program Budget Organization-(cont.)
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
.6000 Capital Improvements
General 6100
Sanitary Sewer 6200
Storm Sewer 6250
Water
Streets 6300
Grounds 6400
Underground Utility
Water SDC
Local Improvements 6500
Park Levy Improvements 6700
Water Capital Reserve
7000 Contingency
Operating 7100
0
58
1997/98, Adopted Budget
City of Tigard, Oregon •
Organization Chart
Citizens
Mayor & City
city uncil Attorney .
City Manager •
•Police 1 Library Public Works CO" "m' Engineering gym' s Finance .
Development Administration
•
Police Library Public Works Community Dev. Enaineerna City Admin. Finance .
Administration Administration Administration Administration Engineering City Recorder Finance i
Department Department
" I I I I •
Police Library Public Works Community Dev. Engineerna City Admin. Finance •
Operations Readers Sanitary Sewer Administration Urban Serv ices Community Accounting .
Services Urban Services Involvement
Police Library Community Dev. City Admin. .
Public Works Er -ring Finance
Support Technical Storm Sewer Building Street Lights/ Human . Office Services
Services Services Inspection Signals Resources •
City Admin. I •
Commu iin Dev.
Library Public Works Building Risk Finance •
Circulation Water Inspection Management Records
•
Urban rvices .
Public Works •
Street Community Dev. Finance
Municipal Court
Maintenance •
Current Planning
- I •
Public Works •
Shops 8 Community Dev.
Services •
CurrentPlanning
Urban Services
Public Works •
Property Mgmt. Community Dev.
Advance .
Planning
•
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59 .
1997/98, Adopted Budget
City of Tigard; Oregon;
Expenditure Summary -By, Program
Actual Actual ` Ado ted Proposed:. A roved Adopted-.,
Descri tion. 1994/95 ` 1995196' 1996197 1997198 1997/98 1997198 .
Community Services 5,651,145 6,128,333 6,976,659 6,707,848 6,968,335 6,968,335
Public Works 4,080,487 4,334,411 5,483,682 5,220,787 5,220,788 5,220,788
Development Services 2,241,025 2,372,719 3,093,551 3,764,332 3,806,332 3,806,332
Policy & Administration 2,014,015 2,218,386 2,618,997 2,522,866 2,577,366 2,577,366
General Government 388,954 390,122 486,395 416,225 416,225 416,225
Total Operating Budget 14,375,626 15,443,971 18,659,284 18,632,059 18,989,046 18,989,046
Debt Service 7,611,294 6,864,083 6,299,095 2,165,550 2,165,550 2,165,550
Capital Projects 2,341,904 3,384,915 15,735,450 17,341,327 17,611,107 17,611,107
Contingency/Reserves 1,098,000 1,354,473 1,253,500 1,410,000 1,610,000 1,610,000
Total Expenditures - by Program 25,426,824 27,047,442 41,947,329 39,548,936 40,375,703 40,375,703
EXPENDITURE SUMMARY - BY PROGRAM
1997/98 ADOPTED BUDGET
Capital Projects
43.62%
Debt Service
5.36%
Contingency
3.99%
Community Service
17.26%
Policy & Administration Public Works
Gen. Government 6.38% Development Services 12.93%
1.03% 9.43%
60
1997/98 - Adopted _Budget
Cityof :Tigard, Oregon
Operating; Budget,
-
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 •
Serv ice, 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
20,000,000 ; •
18,000,000
16,000,000
14,000,000
12,000,000 ; •
10,000,000
8,000,000
t
6,000,000 •
4,000,000' r
2,000,000 a*° •
0 92/93 93/94 94/95 95/96 96/97 97/98
Fiscal Year
® Community Services ■ Public Works ❑ Development Svcs Ei Policy & Admin. 'M Gen.'Government
Fiscal Community Public Development Policy & General •
Year Total Services Works Services Admin Govt
Actual 92/93 9,887,282 4,755,050 1,296,526 1,966,864 1,613,306 255,536 •
Actual 93194' 12,327,836 5,068,119 3,058,268 2,073,986'. 1,755,449 372,014
Actual 94195 14,375,626 5,651,145 4,080,487 2,241,025 2,014,015 388,954
Actual 95/96 15,443,971 6,128,333 4,334,411 2,372,719 2,218,386. 390,122
Adopted 96/97 18,659,284 6,976,659 5,483,682 3,093,551 2,618,997 486,395
Adopted 97/98 18,989,046 6,968,335 5,220,788 3,806,332 2,577,366 416,225 •
61
1997/98 Adopted'Budget '
City. of Tigard, Oregon .
Total Operating Budget -
Actual Actual Adopted Proposed Approved Adopted
Description 1994/95 1995/96 1996/97 1997/'98 1997/98 1997/98
Personal Services
Positions 187.56 195.61 205.61 219.16 223.16 223.16
Wages 6,372,416 6,962,722 7,738,203 8,861,263 9,034,302 9,034,302
Overtime 207,329 203,523 252,113 284,837 291,533 291,533
Worker's Compensation 188,721 163,710 208,956 199,808 204,970 204,970
Payroll Taxes 545,043 591,539 686,066 779,005 794,582 794,582
Retirement 881,992 890,694 1,151,062 968,969 983,539 983,539
Group Insurance 765,756 729,316 1,007,677 898,662 913,295 913,295
Total Personal Services 8,961,256 9,541,504 11,044,077 11,992,545 12,222,222 12,222,222
Materials & Services
Water Costs 1,537,493 1,486,515 2,126,260 2,151,660 2,151,660 2,151,660
Prof. & Contract Services 1,266,611 1,348,528 1,698,407 1,423,667 1,423,717 1,423,717
Repair & Maintenance 630,091 686,413 686,090 636,941 678,941 678,941
Special Dept. Expense 146,694 148,476 354,180 128,021 202,181 202,181
Office Supplies 242,044 256,090 333,170 257,293 257,793 257,793
Advertising & Publicity 62,042 69,664 98,040 80,685 80,685 80,685
Fees/Dues/Subscriptions 93,478- 73,993 126,854 84,720 84,720 84,720
Travel & Training 109,638 123,261 215,305 172,861 172,861 172,861
Fuel Experises 0 12,680 80,350 100,550 100,550 100,550
Computer Software 0 7,441 35,150 0 0 0
Rents & Leases 21,467 36,748 36,140 80,895 80,895 80,895
Utilities 461,235 469,788 572,085 557,248 557,248 557,248
Insurance 162,235 159,033 176,410 182,709 182,709 182,709
Library Materials 169,232 192,618 201,000 189,800 189,800 189,800
Total Materials & Services 4,902,261 5,071,248 6,739,441 6,047,049 6,163,759 6,163,759
Capital Outlay
Land & Improvements 0 0 0 74,500 74,500 74,500
Building & Improvements 2,270 12,190 31,360 30,000 30,000 30,000
Vehicles 177,608 196,239 227,000 185,716 185,716 185,716
Office Furniture & Equipment 196,923 289,298 80,770 18,158 22,158 22,158
Computer Equipment 0 60,521 167,740 134,140 136,140 136,140
Operation Equipment 121,565 272,971 368,895 97,147 101,747 101,747
Computer Software 13,743 0 0 52,805 52,805 52,805
• Total Capital Outlay 512,109 831,219 875,765 592,466 603,066 603,066
Total Operating Budget 14,375,626 15,443,971 18,659,283 18,632,059 18,989,046 18,989,046
• 62
s
City of Tigard, Oregon •
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Community Service Program
Police
Library
Arts and Social Services
Parks
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City of Tigard, Oregon
•
City of Tigard, Oregon
1997/98:Adopted:Budget
.City of Tigard Oregon',
ram
mmunServices 9
1000c6 Pro
Community
Services
ents
/ Library al ices -
ffSSe
Actual Actual, Adopted - Proposed ,Approved Adopted
Description-'r 1994195 1995196 1996197' 1997198 ` 1997198 1997/58
# Positions 85.56 89.61 93.61 94.66 97.66 97.66
Personal Services 4,310,429 4,578,100 5,292,059 5,376,860 5,554,537 5,554,537
Materials & Services 1,084,496 1,210,092 1,299,265 1,115,949 1,190,159 1,190,159
Capital Outlay 256,220 340,141 385,335 215,039 223,639 223,639
Total Comm. Service - by Category 5,651,145 6,128,333 6,976,659 6,707,848 6,968,335 6,968,335
Police 4,120,893. 4,490,379 5,113,065 4,834,121 5,065,182 5,065,182
Library 1,056,693 1,141,941 1,326,714 1,333,923 1,363,299 1,363,299 "
Arts Events/Social Services 60,917 89,453 87,500 83,700 83,750 83,750
• Parks Maintenance 412,642 406,560' 449,380 456,104 456,104 456,104
Total Comm. Service - by Department 5,651,145 6,128,333 6,976,659 6,707,848 6,968,335 6,968,335
63
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City of Tigard, Oregon
i
1997/98. Adopted. Budget
= CitYof Tigard~ Oregon -
Community, Service. Program .
police Department
Police
Administration Operations Investigation
Actual Adopted Proposed Approved Adopted. .
Descri tion 994!95 ` 1995/96 1996/97 , 1997/98 1997/98 ` 1997/98
# Positions 57.00 60.50 63.50 64.00 66.00 66.00
Personal Services 3,260,622 3,519,544, 4,022,415 3,981,722 4,134,023 4,134,023
Materials & Services 646,166 702,716 812,650 678,783 752,943 752,943
Capital Outlay 214,105 268,119 278,000 173,616 178,216 178,216
• Total Police - by Category 4,120,893 4,490,379 5,113,065 4,834,121 5,065,182 5,065,182
Administration 265,740 237,613 250,378 231,538 231,538 231,538
• Operations 2,134,275 2,775,813 3,147,240 2,878,131 3,109,191 3,109,191
Investigation 740,195 1,476,953 1,715,447 1,724,452 1,724,452 1,724,452
Support Services 603,610 0 0 0 0 0
• Traffic 377,073 0 0 0 0 0
• Total Police - by Department 4120 893 4,490,379 5,113,065 4,834,121 5,065,182 5,065,182
64
d et.
1997/98 Adopted Bu, g
City'of Tigard, Oregon
Bud et,Uni#: 11.10
Administration
Program Summary: 1997/98-Goals and Objectives:
The, Chief of Police is responsible to the City 1. Refer 6 juveniles per month to Peer Court.
Manager for the overall operation and
administration of the Police Department. The 2. Department wide training in diversity and
Chief directly supervises the Public emergency vehicle operation.'
InformationNCrime Prevention Officer (C/P-PIO), a
confidential executive assistant, and two police 3. Publish quarterly crime statistics.
captains.
4. Continue emphasis on inter-department
One captain is responsible for the Computer communications.
Specialist, Investigations and Records Units, and
is the Department Inspections Officer. The other 5. Develop comprehensive traffic enforcement. '
captain is in. charge of Operations (Patrol) and is •
the Department Training Coordinator. The C/P- 6. Have each shift adopt a community policing project.
PIO position is responsible for all public education
and programs and coordinates the Citizens Police .
Academy. The assistant provides confidential
clerical support for the Chief and 2 captains, the
CP/RIO position, and other Department members.
She also is our alarm coordinator and maintains,
the Department's confidential files.
Program Highlights:
1996/97 Accomplishments:
This budget allows us to maintain our existing programs •
• Complete implementation of reorganization. and to add,a full time gang"officer. It allows us to
(Completed) maintain neighborhood patrols and community education
programs.
Addition and significant remodel to the Police •
Dept. for needed additional space. (postponed) The Crime Prevention/Public Information Officer
function will be performed' in large part by the addition of
* Add diversity to the Department: (not yet a Community Service Officer (CSO), which is a civilian
accomplished) position. The position will be uniformed, but.will not
carrya gun.
' Continue emphasis on inter-department
communications. (on-going) A juvenile peer court was established in 1996/97 and has
become a very popular and successful program for first
• Provide training for supervisors and department time juvenile offenders. •
managers. -(completed)
• Continued emphasis on community policing.
(ongoing)
65
1997/98 Adopted Budget
City of Tigard, Oregon.
Bud et Unit:. I TO
Adminlsfration
Performance Measurements
Description 1994195 1995/96 1996197 1997/98
Part I & II Reported Crimes 4,506 4,916 5,235 5,573
Population 33,430 35,000 36,340 37,400
Calls for service/assistance 51,127 '32,686 '40,180 45,403
' Note: This does not include citations, warnings, and FCR cards
as in the past, as we have changed to a new records system
(PPDS), which does not track these activities; therefore, the calls for
service data is from the CAD (Computer Aided Dispatch System).
Full Time Equivalent Positions 1994/95 1995/96 1996/97 1997/98
Chief of Police 1.00 1.00 1.00 1.00
Confidential Administrative Assistant 1.00 1.00 1.00 1.00
Crime Prevention /Public Information Officer 1.00 1.00 1.00
Community Service Officer 1.00
Computer Specialist 1.00 1.00
4.00 4.00 3.00 3.00
Service Level Standards
Part I & II Crime Increase 4%
Total Calls for Service Increase 10%
41
Reported Accidents Increase 4%
• 66
' -
1997/9&,, AdoPted Budget'
City of TigaM, Oregon
1110
Administration
Actual Actual} Adopted ? Pro posetl Approved Adopted.
1997/98: 1997198:'. •
Desch tiori 1994/95 1995196 1998/97:. 997/98,'::::,
Personal Services
Positions 4.00 4.00 3.00 &00 3.00 3.00
Wages 152,004 148,874 153,084 141,589 141,589 141,589 •
Overtime 6,795 8,433 8,000 0 0• 0
Worker's Compensation 3,668 5,342 5,289 4,690 4,690 4,690
Payroll Taxes 12,904 12,809 13,104 11,490 11,490. 11,490
Retirement 24,184 24,397 23,522 16,991 16,991 16,991
Group Insurance 20,868 19,734 17,799 15,168 15,168 15,168 •
Total Personal Services 220,423 219,589 220,798 189,928 189,928 189,928
Materials & Services
Water Costs 0 0 0 0 0 0 •
Prof. & Contract Services 3,623 243 1,000 1,000 1,000 1,000
Repair & Maintenance 6,398 5,535 5,800 4,500 4,500 4,500 •
Special Dept: Expense 4,051 2,543 2,200 1,900 1,900 1,900
Office Supplies ,2,672 2,592 6,100 5,000 5,000 5,000
Advertising & Publicity 681 0 0 0 0 0 •
Fees/Dues/Subscriptions 1,263 601 1,230 830 830 830
Travel & Training 8,179 4,863 5,700 6,200 6,200 6,200 •
Fuel, Expenses 0 365 1,200 1,600 1,600 1,600
ComputerSoftware 0 0 0 0 0 0
Rents & Leases 162 55 1,500 1,500 1,500, .1,500 •
Utilities 760 633 1,550 580 580, 580
Insurance 0 0 0 0 0 0 •
Library Materials 0 0 0 0 0 0 •
Total Materials & Services 27,789 17,430 26,280 23,110 23,110 23,110
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements. 0 0 0 0 0 0
Vehicles 0 0 0 17,700 17,700 17,700
Office Furniture & Equipment 3,785 594 3,300 -0 0 0
Computer Equipment 0 0 0 0 0 0 •
Operation Equipment 0 0 0 800 800 800
Computer Software 13,743 0 0 0 0 0
Total Capital Outlay 17,528 594 3,300 18,500- 18,500 18,500
Total Budget Unit 265,740 237,613 250,378 - 231,538 231,538, 231,538 .
67 •
1.997/98. Adopted.Budget .
Cityof. Tigard, .Oregon
O erations `=Bud et. Units ° 1120
Program Summary: 1996/97 Accomplishments: (cont)
The Operations Division consists of 3 shifts (3) Deploy resources to achieve resolution to crime
operating 24 hours a day. The Division is the and traffic specific problems, working with other
first responder to calls for service and divisions, departments, and the community to achieve
emergencies. In addition, the Division is the maximum crime fighting effort. (ongoing)
responsible for investigating misdemeanor and
Class C felony crimes. Each shift is managed by (4) Build a strong management group with the
a lieutenant who is assisted by 2 sergeants:, The reorganization of captain and lieutenants within the
lieutenants are responsible to the Operations operations division, thereby creating a more effective'
Captain, who is responsible to the Chief of Police and efficient operations team. (Completed)
for overall operations of the Division and
coordination of training. (5) Maintain high visibility and continue to be
responsive to community needs and concerns.
With the increase in the number of investigative (Ongoing)
functions performed by the Division and the
increasing number of part I and part II reported 1997/98 Goals and Objectives:
crimes, the Operations Division still managed to
cut the priority I call response time down by Maintain responses to emergency calls under 5
about 1 1/2 minutes. The reported accidents minutes and establish patrol case clearance statistics.
were up by 27.1 up from 1250 to 1715. The
numbers of arrest were up by 16.2%, up from Continue with implementation of Problem
1953 to 2331. Crime and traffic specific areas Solving/Community Policing.
were targeted. These included walking patrols to
discourage gang activity, directed patrols to Target Crime and Traffic specific problems in the
combat auto thefts and theft from autos, as well community and deploy resources to solve the targeted
as directed traffic patrols to address traffic problems, taking into consideration all community
problems in neighborhoods. resources.
1999 1993 1994 1995 1996 Target and suppress gang activity/crime through
Emergency Call enforcement, education, and community involvement.
Response Time 4.07 6.78 6.94 5.83 4.52
Continue making requests from crime/utility watch
1996197 Accomplishments: groups a high priority.
Refer Juvenile offenders to the Tigard Peer Court.
(1) Continue the implementation process of
problem solving/community policing through program Highlights:
identifying crime and traffic specific problems,
forming partnerships utilizing all community This proposal reduces overtime and training. It also
resources available to solve them. (Ongoing) does not include some normal equipment
(2) Maintain a high level of clearance rates of the replacement due to reductions in funding.
cases investigated by the Operations Division.
(Ongoing)
68
1997/98: Adopted Budget .
City of Tigard, Oregon
Bud "et Unit: ~ 11"20
O' erations -
Performance Measurements
Description 1994/95' 1995/96 1996/97 1997/98
Part I &-Part II Offenses 4,506 4,916 5,358 59573
Calls for Service/and activities 51,127 -32,686.- 40,180 45,403 •
Population Served 33,430 35,000 36,340 37,680
Calls per Officer 1,549 *871 *876 *1135
NOTE: This does not include citations, warning, and
FCR cards as in the past as we have changed to a new
records system (PPDS), which does not track these
activities, therefore, the calls for service data is from
the CAD (Computer Aided Dispatch System). •
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98 O
Captain 0.00 0.00 1.00 1.00
Lieutenant 1.00 1.00 3.00 3.00
Sergeant 3.00 3.00 6.00 6.00
Corporal 4.00 4.00 0.00 '0.00
Police Officers 21.00 27.50 30.00 31.00
Community Service Officers 2.00 2.00. 2.00 2.00
Total positions 31.00 37.50 -42.00 43.00 O
Service Level Standards
Response Times:
"Emergency Calls for Service 6 minutes .
Calls per Officer (goal) 1000. •
Control Accident Rate to 5% increase
•
69
1997/98AdoPted Budget:
City of Tigard, Oregon ra
-1120
u get:.. n
O Pere ions
Actual Actual Adopted';:. Proposed Approved,Adopted
Description 1994/95 1995/96. 199M7:.' 1997198 1997/98 1997/98-- . ,
Personal Services
Positions 31.00 37.50 42.00 41.00 43.00 43.00
Wages 1,249,505 1,640,356 1,829,693 1,843,111 1,955,364 1,955,364
Overtime 96,321 103,190 124,150 159,588 165,654 165,654
Worker's Compensation 40,079 57,554 79,869 82,818 87,772 87,772
Payroll Taxes 112,961 148,562 169,098 172,181 182,435 182,435
Retirement 204,801 281,753 307,546 205,739 214,167 214,167
Group Insurance 136,666 159,877 193,924 146,393 156,739 156,739
Total Personal Services 1,840,333 2,391,292 2,704,280 2,609,830 2,762,130 2,762,130
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 19,088 23,560 33,675 31,050 31,050 31,050
Repair & Maintenance 77,362 88,531 67,115 67,135 67,135 67,135
Special Dept. Expense 49,469 70,677 80,790 0 74,160 74,160
Office Supplies 3,643 10,722 6,050 5,800 5,800 5,800
Advertising & Publicity 2,394 2,506 2,500 2,000 2,000 2,000
Fees/Dues/Subscriptions 1,382 1,808 2,340 2,000 2,000 2,000
Travel & Training 10,927 18,979 23,370 14,300 14,300 14,300
Fuel Expenses 0 4,774 32,000 33,000 33,000 33,000
Computer Software 0 395 0 0 0 0
Rents Leases 337 55 0 0 0 0
Utilities 6,392 8,453 11,090 13,050 13,050 13,050
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 1701994 230,460 258,930 168,335 242,495 242,495
Capital Outlay
w Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
• Vehicles 72,476 131,849 130,330 95,116 95,116 95,116
Office Furniture & Equipment 3,859 5,617 0 0 0 0
Computer Equipment 0 2,410 3,600 0 0 0
• Operation Equipment 46,613 14,185 50,100 4,850 9,450 9,450
Computer Software 0 0 0 0 0 0
• Total Capital Outlay 122,948 154,061 184,030 99,966 104,566 104,566
Total Budget Unit 2,134,275 2,775,813 3,147,240 2,878,131 3,109,191 3,109,191
• 70
1997/9 - -
Bud et.....
teci
Grego
City of Tlgar n y
$u ort ServicesV Bud et"Unite 9130
Program Summary 1996/97 Accomplishments: (Cont.)
SUPPORT SERVICES.DIVISION consists of the 3. Add computer resources for new positions authorized in
Records Unit, Detectives Unit, and Micro Computer the budget and departmental reorganization'. (completed)
Support Services. A police captain is the Support 4. Coordinate computer training for employees: (ongoing),
Services Commander. 5. Coordinate development of PPDS network interface.
(ongoing)
The Detective Unit is responsible for investigating all
serious A and B felonies, and investigations of RECORDS
narcotics and gang-related activity, as well as 1.Complete transition to PPDS as the records management •
coordinating investigations with other jurisdictions system for Tigard. (Completed)'
pertinent to the City of Tigard. School Resource 2., Update and maintain, standard operating procedures
Officers are responsible for gang intelligence, criminal, manual. (Ongoing),
investigations that arise with the Tigard.School District, 3.Organize- and prioritize workload. (Completed)
and the DARE program aimed at helping young people
•
resist substance abuse. 1997/98 Goals and Objectives:'
DETECTIVE UNIT
The Records Unit maintains Department records and is Focus•on Person Crimes: Homicide, Assault, Rape,
responsible forprocessing all records requests from Robbery, and Child Abuse.
department personnel outside agencies, other
jurisdictions, and the public. - Prioritize investigations in crimes directed towards the
elderly. •
The Micro Computer Support Technician is responsible
for all computer related projects in the Police Maintain high levels of clearance rates of crimes and
Department, including the Records Management recovered property.
System, interface with other computer systems, and
system management in the Police System. RECORDS UNIT
Update and maintain standard'oPerating procedures manual
Section.
96/97 Accomplishments:
9 for the Records S
. J996
DETECTIVES _ Complete Computer transition of Police Trak information to
1. Focus priority on person crimes: homicide, assault, PPDS.
sexual 'assault,' and child abuse. (ongoing) •
2. Focus on major property crimes and fraud crimes Adopt the State records retention schedule and comply with
with major loss value. (ongoing) the rules.
3.. Develop intelligence on gang related crime and
activity. (ongoing) COMPUTER SERVICES
4. Maintain high levels on clearance rates of crime Continue with PPDS Records Management System
and recovery of property. (ongoing) Integration.
5. Coordinate efforts with surrounding jurisdictions for
crime control. (Ongoing) Continue to implement•network databases for information •
6. Continue the SRO-program in the school which needed by employees. •
includes the DARE programs. (ongoing/funding)
Develop end-user crime analysis tools with Crime Data. •
COMPUTER SERVICES
1. Complete transition to PPDS as the Records Continue to provide training for employees.
Management,System for Tigard. (Completed) - •
2. Continue active involvement with county wide Program Highlights:
computer projects. (ongoing) i
This proposal significantly reduces overtime and training. .
71 .
1997/98.. Adopted Budget . .
of Tigard,: Oregon
City
Support Serviees ° Budget Unltr 1130
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
Part I & Part II Reported Crimes 4,506 4,916 5,358 5,573
Cases Assigned to Investigation 620 650 707 777
Cases Per Investigator 78 81 141 100
Clearance Rate 65 65 61 65
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Captain 0.00 1.00 1.00 1.00
Lieutenant 0.34 1.00 1.00 1.00
Sergeant 1.00 0.00 1.00 1.00
Corporal 1.00 0.00 0.00 0.00
Records Supervisor 0.00 1.00 1.00 1.00
Senior Records Clerk 0.00 0.00 0.00 0.00
Records Clerk 0.00 4.00 4.50 5.00
Property/Evidence Clerk 1.00 1.00 1.00 1.00
Computer Specialist 0.00 1.00 1.00 1.00
Detective Secretary 1.00 1.00 1.00 1.00
Police Officers 7.00 9.00 7.00 7.00
Community Service Off iceNSO 0.00 0.00 0.00 1.00
Total Positions 11.34 19.00 18.50 20.00
Service Level Standards
Report processing time 3 work days
Clearance rate - no decrease
in number of cases cleared (Goal)
Assigned cases per investigator - maintain 100/Ofc.
72
1997/98 Adopted Budget
.
City of Tigard, Oregon ,
• 1130
Support Serv ices Budget Unit.
Actual Actual Ad6ptd Proposed Approves . ;Adop 1997/98ted
1994/95, ...::::1995/96 =1996 1997/98. _ 199719
Personal Services
Positions 11.34 19.00 18.50- 20.00 20.00 20.00
Wages 449,628 647,272 724,597 807,040 807,040 807,040
Overtime 30,835 29,059 72,487 92,249 92,249 92,249 ,
Worker's Compensation 14,659 18,562 23,745 26,668 26,668- 26,668
Payroll Taxes 42,141 55,255 68,742 77,590 77,590 77,590
Retirement 69,665, 97,903 124,163 94,033 94,033 94,033 •
Group Insurance 48,418 60,612 83,603 84,384 84,384 84,384
Total Personal Services 655,346 908,663 1,097,337 1,181,964 1,181,964. 1,181,964
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 726 349,875' 368,320 364,090 364,090 364,090
Repair & Maintenance 12,632 13,879 25,350 17,200 17,200, 17,200
Special Dept. Expense 12,432 13,685 21,720 26,879 26,879 26,879
Office Supplies 4,587 30,976 41,120 32,890 32,890 32,890 •
Advertising-& Publicity 74 523 2,500 1,500 1,500 1,500
Fees/Dues/Subscriptions 327 764 970 260 260 260
Travel & Training 8,373 18,876 20,220 8,700 8,700 8,700
Fuel Expenses 0 809 7,500 7,500 7,500 7,500
Computer Software 0 1,096 13,500. 0 0 0
Rents & Leases 5,180 22,454 23,970 23,904 23,904 23,904
Utilities 2,280 1,889 2,276 4,415 4,415 4,415 .
Insurance 0 0 0 0 0 0
0 0 0
Library Materials 0 0 0
Total Materials & Services 46,611 454,826 527,440 487,338 487,338. 487,338 •
Capital Outlay
Land & Improvements 0 0 0 0 0 0 •
li
Building & Improvements 0 0 0 0 0 0-
Vehicles 33,595 35,586 56,670 32,900 32,900 32,900 •
Office Furniture & Equipment 4,643 31,196 5,000 1,400 1,400 1,400
Computer Equipment 0 23,125 16,300 5,600 5,600 5,600
Operation Equipment 0 23,557 12,700 15,250 15,250 A5,250 •
Computer Software 0 0 0 0 0 0
"
Total Capital Outlay 38,238 113,464 90,670 55,150 55,150 55,150 •
Total Budget Unit 740,195 1,476,953 1,715,447, 1,724,462 1,724,452- 1,724,452
73 •
•
1997/98 Adopted:Budget
.City of. Tigard, Oregon .
Community Service Program' "
Library
Library
Readers Technical
Administration
Services Services Circulation
i 3'
ual Actual `Ado Proposed ~ roved . Adopted ;
Pted , l►pp
Act
Description 1994/95 1995/96 1996/97: 1997/98 1997/98 1997/98
# Positions 22.56 23.11 24.11 24.16 25.16 25.16
Personal Services 773,042 825,916 953,338 1,037,969 1,063,345 1,063,345
Materials & Services 262,685 260,989 297,010 262,821 262,821 262,821
Capital Outlay 20,966 55,036 76,365 33,133 37,133 37,133
Total Library -by Category 1,056,693 1,141,941 1,326,713 1,333,923 1,363,299 1,363,299
Administration 215,368 228,558 254,343 212,585 212,585 212,585
• Readers Services 479,904 511,392 541,384 551,353 569,483 569,483
Technical Services 109,944 127,403 145,788 212,993 215,383 215,383
Circulation 251,477 274,588 385,198 356,991 365,847 365,847
Total Library -by Department 1,056,693 1,141,941 1,326,713 1,333,923 1,363,299 1,363,299
74
ud et
1997/98 Adopted B . g
City of Tigard, Oregon
Bud et Unite 1410
Administration .
Program'Summary: 1997/98 Goals and Objectives:
The Public Library acquires, organizes, and * To reassign work and redesign library report
provides customer assistance in accessing structure to provide greater flexibility in providing
materials, data, and. services to meet the service under Ballot Measure 50 reductions.
informational, educational, and recreational needs
of the community: The Library Director is To redesign remaining library "open space" (Puett
responsible to -the City Manager for the overall Room and Study Room) to make these areas
operation of the library. The Director also directly more useable for the staff and public'.
supervises the Senior Administrative Specialist,
Division Managers, Volunteer Coordinator, and * To assist in the design and implementation of a - •
Technical Services Specialist. city-wide volunteer program.
* To explore entrepreneurial methods of raising
1996197 Accomplishments: additional library funds'or providing services such
as access to beverages, computer classes, etc..
* Completed and began implementation of the
library's three-year strategic plan. To evaluate creative space saving techniques
such as telecommuting, satellite locations, and
* Upgraded and reorganized the CD Rom outsourcing.
network for enhanced, more efficient access.
Expanded the use of volunteers into the area Program Highlights:
*
of Technical Assistance.
Information technology is changing rapidly and its
* Played a key role in negotiating an impact on library service is tremendous. Our focus;is ,
agreement on a county-wide capital on upgrading our computer equipment, evaluating the •
improvement levy (which was negated by plethora of information products that are available,. •
Ballot Measure 47, but still took a significant making appropriate purchasing decisions and training,,
amount of Administrative time in 1996-97). training, training. Librarians need to stay at least a
step ahead of the public that comes to us for guidance! •
* Expanded public access to the Internet As this trend continues, we will be balancing our
including basic training classes. budget dollars between new technologies; and
traditional print resources. Books and the need for-that.
* Developed a Library Web Page and took a format will not go away. Space, must be identified for
-lead role in assisting other City departments all media types within a building that is already
in designing departmental web pages. overcrowded. Creative use of space-saving display
units, folding walls, and even double-decker furniture •
Received a $3,000.grant for setting up an may be utilized in the future: Outsourcing services,
ADA accessible Internet workstation. telecommuting, and satellite locations are other issues
that will be examined to squeeze, the last bit of
efficiency out of the library building.
75 .
1997/98.: Adopted Budget.
City of Tigard,: Oregon:
Administration::: budg6t 'Unit 1410
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
Population served 45,000 46,000 47,500 48,500
Registered library users 34,800 39,000 '35,000. 38,600
% of population registered 77.0% 85.0% 75.0% 79.5%
Annual visits 151,125 192,000 205,000 212,200
Volunteer hours 11,300 11,650 12,000 13,000
Value of volunteer hours $ 92,650 $ 99,025 $ 109,920 $ 125,060
* Every three years the database is purged of
inactive cards.
Full Time Equivalent Positions
1994/95 1995/96 1996197 1997/98
Director of Library Services 1.00 1.00 1.00 1.00
Library Volunteer Coordinator 0.25 0.25 0.25 0.25
Senior Administrative Specialist 1.00 1.00 1.00 1.00
MicroComputer Support Technician 0.85 0.85 1.00 0.00
Total Positions 3.10 3.10 3.25 2.25
Service Level Standards
* Library customers will be satisfied with the level of personal service received 95 percent of the
time.
* Library customers will be satisfied with their overall experience in the library 90 percent of the time.
* Library customers will find specific information or materials they need 85 percent of the time.
* The library will maintain OLA standards for open hours of 65 hours per week.
76
•
1997/98- Adopted Budget:-.:-..
,
City of Tigard, Oregon
1410
:Budget Umt:
Administration •
. .
Proposed _ Approved _ Adopted' •
Actual Actual; Ado ted
1996%97•:;' 1997198 1997/98::':-.. 1997/98.
•
;Desc'ri tion 1994/95:.... .1995/96
Personal Services •
Positions 3.10 3.10 3.25 2.25 2.25 2.25 •
Wages 116,273 113,958 124,237 111,644 111,644 111,644
Overtime 520 885 0 0 0 0 •
Worker's Compensation 1,582 453 685 380 380 380
Payroll Taxes 10,565 10,009 10,620 9,356 _ 9,356 9,356 •
Retirement 14,916 11,313 17,393 12,522 12,522 - 12,522
Group Insurance 18,382 12,185 18,813 9,068 9,068 9,068
•
Total Personal Services 162,238 148,803 171,748 142,970 142,970 142,970 •
Materials & Services •
Water Costs 0 0 0 0 0 0
Prof. & Contract-Services 6,220 1,894 2,000 1`,000 1,000 - . 1,000 •
Repair & Maintenance 3,536 4,221 8,155 8,125 8,125 8,125_
Special, Dept. Expense 855 1,058 1,800 1,800 1,800- 1,800 •
Office Supplies 22,459 20,648 22,600 22,800 22,860. 22,800 •
Advertising & Publicity 117 619 480' 300 300 300
•
Fees/Dues/Subscriptions 3,189 989 1,700 1,260 1,260 1,260
Travel & Training 1,917 2,864 4,010 1,550 1,550 1,550 •
Fuel Expenses 0 170 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 17 0 0 80 80 80
0 0 0 0 0 -0
Insurance
•
0 0 0 0
Library Materials 99 0
Total Materials &,Services 38,409 32,463 40,745 36,915 36,915 36,915
Capital Outlay •
Land & Improvements 0 0 0 0 0 0 •
Building & Improvements - 0 0 0 0 0 0. •
Vehicles. 0 0 0 0 0 0,
Office-Furniture & Equipment 14,721 45,615 4,050, 0 0 0 •
Computer Equipment 0 1;677 37,800 31,400 31,400 31,400 •
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 1,300 1,300 1,300
Total Capital Outlay 14,721 47,292 41,850 32,700 32,700 32,700 •
Total Budget Unit 215,368 228,558. 254,343 212,585 212,585. 212,585 •
•
•
77 •
•
1997/98, Adopted Budget
City of Tigard, Oregon
Readers Services. :Budget Unit:: 1420
Program Summary: 1997/98 Goals and Objectives:
Reader's Services is responsible. for selecting all * Increase. the amount of electronic resources
library materials, providing professional assistance available to children.
in using the library collection, accessing additional * Review the magazine collection in order to better
resources through interlibrary loan and electronic fit the needs of our users, and to maximize
full-tekt databases; and providing access to circulation.
additional resources and information through CD * In compliance with the three-year plan, survey
Roms and Internet. customer views of the collection. Compare this
input with circulation figures in order to make our
1996/97 Accomplishments: collection more responsive to user needs.
* Broaden our collection of videos, books-on-tape,
* Additional information services were added and recorded music to meet customer demand.
through the use of CD Roms and Internet. The * Maintain the library's role in providing Internet
children's computers have been acquired and access and training to Tigard's citizens.
installed. * Access and compare electronic reference
* Staff has become more proficient in the use materials with print information sources.
of Microsoft Word and Windows, WILI, CD Rom
databases, online IAC databases, and the Program Highlights:
Internet. Staff is acquiring more skills in using
the Internet to answer reference questions, For Youth Services: 3 weekly children's story hours, 3
providing better customer service. weekly toddler times and 2 weekly craft times; special
Workshops at the city level and through LINCC programs by local artists, entertainers, story tellers,
conference have focused Reader's Services staff etc., once each month; a summer reading program
on internal customer service and cross- that will accommodate the younger young adults; give
divisional cooperative projects. special library orientations to groups of children and
* Staff have been using special WILT printouts for young adults upon request.
weeding and end-of-month WILI reports to
monitor circulation and assist in purchasing For Adult Services: 4 annual adult reading programs
decisions. planned and executed by library staff and volunteers;
Two surveys of the Tigard Business community a monthly special interest adult workshop provided by
indicated that marketing, personnel private or business individuals in the Tigard area; we
management, and sales were topics of high will continue to produce 3 annual business newsletters
interest. Purchases and classes have been which will be sent to new businesses who join the local
planned accordingly. Chamber of Commerce; library staff will continue to
* The local history collection was enhanced instruct small groups of citizens in the use of on-line
through the use of volunteer services. Existing library catalog and Internet during Saturday and
oral history tapes were reviewed and indexed; Sunday mornings.
new oral history tapes were produced. Neva
Root's hand written history of Tigard was For the Good of the Library Collection: We will
indexed. Recent years of Tigard Times were attempt to expand our Buy-A-Book program and focus
indexed and loaded on the Internet. Microfilm on adding to the books-on-tape collection by seeking
format of past years of Tigard Times was individuals or businesses in the community who will
purchased as well as equipment to read sponsor titles for this collection.
microfilm.
78
•
et.: •
1997/98 Adopted.Budg.,
d, 0
y of Tiigar rego n
Readers Services Unit': Unit. 1420 !
Performance Measurements •
Description 1994195 1995196 1996/97 1997198. , •
Population served 45,000 46,000 47,000 48,500 !
Reference questions 22,646, 42,900, 44,000 46,000 !
Interlibrary loans 46,500 61,347 64,000 67,000 •
Storytime programs/people 225/5,200 216/6,466 220x1,000 220/7,200
-Participants in Summer Reading 1,293 1,250 1,800 1,900 !
Children 1,100 1,000 . 1,600. 1,7001- •
Young Adults 193 .250 200. 200
Other children's events/people 8/1,600 17/2,665 18/3,000 18/3,200 •
Adult events/people N/A 14/370. 20/500 20/500 •
Adult computer classes N/A 92/500 100/600 100/600 !
Outreach to schools/childcare N/A 4,561 5,000 5,500
•
Full Time Equivalent Positions •
1994/95 1995/96- 1996/97 1997/98 •
Division Manager 1.00 1.00 1.00 1.00 •
•
Librarians 2.78 2.78 2.30 3.80 •
Senior Library Assistants 2.00 2.00 _ 2.00, 2.00 •
Youth Services Specialist 0.00, 0.00 1.00 1.00 •
Library Assistants 1.25 1.25 .1.25 0.50 •
Total Positions 7.03 7.03 7.55 8.30 •
Service Level Standards
* Customers will receive accurate, effective and personable reference service within five minutes of •
approaching the Reference Desk.
* All Reader's Services staff will be able to assist customers in the basic use of library materials in all
formats', including the Internet, Online resources, and CD Rom products. •
* The collection, development and materials selection practices will reflect the community's interests.:
and meet the library's goal of increasing circulation by five percent per year. !
•
79 !
•
1997/98. Adopted Budget
City of Tigard,.Oregon
nit:. , 1420
Readers Services Budget U
Actual 'ActuaP Adopted Proposed Approved,, Mooted-
Description 1994/95 1995/96 1996197 1997/98" ''1997/98::, ` 1997198
Personal Services
-Positions 7.03 7.03 7.55 7.80 8.30 8.30
Wages 205,805 229,270 219,191 268,204 282,624 282,624
Overtime 314 0 0 0 0 0
Worker's Compensation 926 1,410 1,004 912 961 961
Payroll Taxes 17,027 18,727 18,999 23,247 24,497 24,497
Retirement 20,900 23,408 30,687 29,201 30,643 30,643
Group Insurance 19,439 19,872 35,428 23,820 24,789 24,789
Total Personal Services 264,411 292,687 305,309 345,383 363,513 363,513
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 20,012 2,166 6,170 2,500 2,500 2,500
Repair & Maintenance 290 0 0 0 0 0
Special Dept. Expense 8,405 6,845 6,650 5,200 5,200 5,200
Office Supplies 2,248 2,203 3,175 800 800 800
'Advertising & Publicity 3,332 3,669 6,350 3,500 3,500 3,500
Fees/Dues/Subscriptions 999 1,187 11500 1,750 1,750 1,750
Travel & Training 5,030 4,724 4,010 2,420 2,420 2,420
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 58 0 0 0 0 0
Insurance 0 0 0 0 0 0
Library Materials 169,133 192,618 201,000 189,800 189,800 189,800
Total Materials & Services 209,507 213,412 228,855 205,970 205,970 205,970
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 560 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 5,986 5,293 6,660 0 0 0
Computer Equipment 0 0 0 0 0 0
• Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
• Total Capital Outlay 5,986 5,293 7,220 0 0 0
Total Budget Unit 479,904 511,392 541,384 551,353 569,483 569,483
80
- -
dBud a
1997/98 Adopte, g
City;of Tigard, Oregon
a
Technical Serv ices Bu of Unit: 1430
Program Summary: 1997/98 Goals and-Object ves:
The.Technical Services Division provides * Coordinate work projects with Reader' Services i
support for the operation of the Library's staff.
information technology infrastructure; purchases
equipment and supplies necessary for the * Continue to evaluate and improve Technical •
processing, storage, utilization, and tracking of Services procedures.
library materials in all formats; organizes and
provides staff training and technical "assistance * Review use of volunteers and reassign work '
in use of computers or information technology; space and/or job assignments to improve
orders, receives, and processes library materials workflow. •
and determines appropriate placement within
the collection. * Explore additional options for outsourcing.
* Assist- Reader's Services staff with evaluation of
Information Technology products.
1996/97 Accomplishments: Program Highlights: •
* Worked with Volunteer Coordinator to _ In an ongoing effort to provide the most effective
maintain volunteer staffing for Technical service with the fastest-tum-around time possible, we
Services,area. implemented electronic ordering with two.of our main.
vendors. In the 1997-98 budget year, we will combine
* Coordinated, work projects with Reader's computer'openations with Technical Services to
Services staff. explore further efficiencies through technology.
* Trained Library Assistant. Vendors are providing-more options for outsourcing
and these services will be evaluated based on •
* Received training on and implementation of timeliness, accuracy, and cost effectiveness.,
electronic ordering and Release 150
•
acquisitions module.',
* Technical Services added 14,945 items to
the. Library collection in 1996, more than an
rY any
~
other Library of our size in the State of
Oregon.
Implemented electronic ordering with two •
main vendors.
81
1997/98 Adopted Budget : ; -
City of Tigard Oregon
Bud et Unit:` _1430
Technical Seivlces
Performance Measurements
Description 1994/95 1995/96 1996197 1997/98
New materials received 8,290 8,940 9,400 8,300
New materials cataloged 7,729 9,450 9,500 8,000
New periodicals cataloged N/A 3,545 4,000 3,750
Materials mended 1,969 1,399 1,000 1,000
Materials withdrawn 8,319 12,027 11,000 11,000
Donated materials cataloged 1,646 1,570 600 600
G
Full Time Eguivalent Positions
1994/95 1995/96 1996/97 1997/98
Cataloging Coordinator 1.00 1.00 - 1.00
Acquisitions Coordinator 0.80 0.80 1.00 1.00
Senior Cataloging Assistant 0.50 0.50 0.80 0.80
Acquisitions Assistant - 0.50 0.75 1.00
Technical Services Specialist - - 0.50 1.00
Total Positions 2.30 2.80 3.05 4.80
Service Level Standards
The time from materials selection to ordering from vendors, on the average, will not exceed 30 days.
The time from materials being received from vendors to be available for public use will not exceed
three weeks.
82
- .
1997/98 Adopted Budget
et City of Tigard, Oregon:..
n
1430
- Budget U it
Technical Services. Actual Actual: Adopted, Proposed Approved Adopted
Descrr Bon 1994/95 - 1995/96' 1996/97 . 1987/98 1997/98 _1997/98
Personal Services •
Positions 2.30 2.80 3.05. 4.55 4.80 4.80 •
Wages 71,130 87,093 91,556 151,274 152,510 152,510.
Overtime 577 203- 0 0 0 0 •
Worker's Compensation 277 •350 416 514 519 519
Payroll Taxes -5,884 7,088 7,936 13,112 13,219 13,219
Retirement 9,842 9,410 12,818 17,243 -17,367. 17,367
Group Insurance 9,179 11,027 17,262 16,951 17,869 17,869
Total Personal Services 96,889 115,171 129,988 1991-093 201,483 201,483 •
Materials & Services
Water Costs 0 0 0, 0 0 0
Prof. & Contract Services 1,767 1,957 3,000 2,700 2,700 2,700.
Repair & Maintenance 0 0 0 - 0 0 0
Special Dept. Expense 0 0 0 0 0, 0 •
Office Supplies 11,258 9,708- 12,000 10,800 10,800 10,800
Advertising Publicity 0 82 0 0 0 0
Fees/Dues/Subscriptions 0 0 0 0 0 0
Travel & Training 30 485 800 400 400 400 •
Fuel Expenses 0 0 0- 0 - 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0, 0 '01 0 •
Utilities 0 0 0 0 0 0
Insurance 0 0 0 0 0 0 •
Library Materials 0 0 0 0 0 0
Total Materials & Services 13,055 12,232 15,800 13,900 13,900 13,900 •
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 0 0 0 0 0_ 0
Computer Equipment 0 0 0 0 .0 0
Operation Equipment 0 0 0 0 0 0
Computer,Software 0 0 0 0 0 0
Total Capital Outlay 0 0 0 0 0 0
Total Budget Unit 109,944 127,403 145,788 212,993 215,383 " 215,383
•
83
1997/98 °'Adopted-Budget
City-'of Tigard, Oregon
Circulation
Bud et Unit: 1440
Program Summary_ 1997198 Goals and Objective
The Circulation Division of the library is * Maintain current quality of service as circulation
responsible for checking in and out, renewing and continues to grow.
shelving all library materials, collecting fines, * Boost usage of self check-out machine to
issuing new library cards and answering general account for 10 percent of our yearly checkouts to
questions. Circulation staff also update and reduce time patrons wait in line and ease
maintain'patron records on WILI computer system. pressure on Circulation Desk, so that staff may
The Circulation Desk is often a patron's first or last help patrons with more complicated
contact in the library. Circulation staff also track transactions.
and retrieve missing library materials and collect * Streamline missing parts and damaged
reimbursement from patrons for lost materials. materials procedures to resolve patrons' records
Circulation Division is responsible for preparing the quickly and replace items or return them to
library for opening and closing. The Circulation _ circulation in a timely manner.
Manager reports to the Library Director. Intensify efforts to retrieve lost items from
patrons through enhanced notification and the
collections process.
1996/97 Accomplishments: Reduce amount of time staff spends answering
the phone by training more volunteers at
* A self check-out machine was installed Information Desk and installation of software that
December 1996. Staff began educating the will allow patrons to renew their own books.
public immediately.
Program Highlights:
* Initiated library guide program to assist patrons
with self check-out machine, PACs, guidance in The challenges of the circulation staff will be twofold:
stacks, retrieving information for reference * To serve more customers efficiently.
librarians. Guides were equipped with buttons * To'intensify our efforts to promote library programs
inquiring "Need help?" and pagers to respond to and services to the public.
requests from circulation and reference desks.
Installation of a self check-out machine in 1996 was a
* A combination of volunteers and circulation staff first step toward enhancing service to patrons while
rebarcoded approximately 50,000 items in relieving pressure on the Circulation Desk.
preparation for the self check-out machine. 99 Encouraging the public to use the machine and
percent of the collection was completed by the teaching them how will be a priority in 1997/98. In
time the machine was installed. addition, the Library Guide program may ease some of
the pressure on the Reference Desk as well as offer an
* Staff publicized the library through a variety of opportunity to promote library services.
formats, including handouts, signs, calendars of
events, word-of-mouth, and bookmarks. A Improving procedures to resolve problems with
survey of participants of the adult reading missing and damaged items will help get those items
program found that the majority of them learned back on the shelves quicker and, thus, available for
of the program from library staff, despite several public use. Staff efficiency in all these areas will
other forms of promotion. improve if worn-out equipment is replaced and
adequate training is provided.
84
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Adotetl Bu
9et
199 -
P
i_
City of Tigard, Oregon:== -
Bud et t)ni#: ; 1.440
Circulation
Performance Measurements •
Description 1994/95 1995/96 1996/97 1997/98
Materials checked out per year 485,720 522,733 550,000 583,006
Materials checked in per year 589,845 643,223 668,000 695,000
.Phone renewals per week 645. 844 1,200 1-0700
Materials checked out per week per work station 3,113 * 3,350 2,500 2,563
Materials checked out per week on self checkout N/A N/A 576 1,050
Materials-shelved per week 11,343 12,370 12,846 13,365
Library cards issued/week 80 79 80 82 •
# of items checked out per year to out-of-city users 206,137 218,623 . 232,090 246,015
*Fourth terminal added mid-year (2,513)
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Division Manager 0.00 0.00 1.00 1.00 •
Circulation Supervisor 1.00 1.00 1.80 1:80
Senior Library Assistant 2.50 2.55 0.80 0.80
Library Assistant 6.63' 6.63 6.66 6.21
•
Total Positions 10.13 10.18 "10.26 9.81
Service Level Standards
* Customers will receive accurate and personable assistance in less than five minutes at the
Circulation Desk.
* Upon checking out, all customers will be asked if they found what they needed. If they say "no,"
circulation staff will offer them a customer comment card. •
* Library materials will be checked in and reshelved for use by the public within'24 hours of return.
•
85
1997/98 Adopted Budget
:
City.: of Tigard, Orego
1440
Circulation Bud9.
ual _Adopted . Proposed ..Approved Adopted
Act Actual.,
- -
Descri tion. : 1994/95;::1995/96:: - 1996/97 :1997/98 :1997, 8:::.: 1997/98.:
Personal Services
Positions 10.13 10.18 10.26 9.56 9.81 9.81
Wages 198,462 219,045 244,436 262,642 268,606 268,606
Overtime 106 548 0 0 240 240
Worker's Compensation 1,143 1,157 1,186 893 914 914
Payroll Taxes 15,815 17,992 21,187 22,765 23,302 23,302
Retirement 20,468 17,396 34,221 28,239 28,859 28,859
Group Insurance 13,510 13,117 45,263 35,983 33,457 33,457
Total Personal Services 249,504 269,255 346,293 350,522 355,378 355,378
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 0 413 5,070 1,600 1,600 1,600
Repair & Maintenance 0 0 0 80 80 80
Special Dept. Expense 0 0 0 0 0 0
Office Supplies 569 235 1,320 835 835 835
Advertising & Publicity 278 13 770 700 700 700
Fees/Dues/Subscriptions 0 0 .0 21 21 21
Travel & Training 867 2,221 4,300 2,800 2,800 2,800
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 150 0 0 . 0
Rents & Leases 0 0 0 0 0 0
Utilities 0 0 0 0 0 0
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 1,714 2,882 11,610 6,036 6,036 6,036
Capital Outlay
• Land & Improvements 0 0 0 0. 0 0
Building & Improvements 0 0 0 0 0 0
• Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 259 2,451 1,310 433 4,433 4,433
Computer Equipment 0 0 23,920 0 0 0
• Operation Equipment 0 0 2,065 0 0 0
Computer Software 0 0 0 0 0 0
• Total Capital Outlay 259 2,451 27,295, 433 4,433 4,433
Total Budget Unit 251,477 274,588 385,198 356,991 365,847 365,847
86
1997/98 Adopted Budget
City of Tigard, Oregon •
1500 ' .
Arts Events7Social Services Budget lJoi!
Actual ;Actual Adopted Proposed TApproVed Adopted:.:' S
Description 1994195 - 1995/96 1996/97: 1997/98 ;1997/98 "1997798
Each year, the Budget Committee appropriates funds to support Social Service and Arts and Events activities that assist or
benefit Tigard Citizens. The'following requests have received support in the current year and in previous years:
Actual: Actual Adopted Proposed Approved Adopted
R ue§tor _1994195: 1995796 1996797 a . 1997/98 ` A 997198 1997/98 ° .
Community You Services 22,917 23,000 24,000 22,000 22,000 22,000
WCCAO/Neighborshare 7,500 7,500 8,000 8,000 8,000 8,000 •
Domestic Violence/Shelter 2,000 2,250 2,100 2,100 2,100 2,100
Interfaith Outreach 2,500 5,500 5,000. 6,500 6;500 6,500
Dial-A-Ride 1,500 1,500 1,000 1,000 1,000 1,000
Rape Crisis Center 500 500 500 700 750 750
Luke Dorf- 0 4,500 7,500, 7,500 7,500 7,500
Loaves & Fishes - Senior Center 15,000 15,000 16,000 16,000 16,000 16,000 •
Total Social Services 61,917 59,750 64,100 63,800 63,850 63,850
Broadway Rose Theatre 6,500 7,500 7,000 .7,000 7,000
Fourth of July 4,000 3,000 4,000 4,000 4,000 4,000
Tigard Country Daze 5,000 5,000, 2,500 2,500 2,500
Music in the-Park 0 3,553 0 0 0 0
Community Band 0 650 900 900 900 900
Affairs of the Arts 0 500. 500 0 0 - 0 •
Tigard High Graduation Ceremony 0 500 500 500 500 500
Festival of Balloons 5,000 10,000 5 000 - 5,000 5,000 5,000
Total Arts/Events 9,000 29,703 23 3,400 19,900 19,900 19,900
Total Requests Granted 60,917 89,453 87,500 83,700 83,750 83,750
The Budget Committee policy is to set total events and social service appropriations at .5% of the prior years operating.
budget. However,'due to the reductions in property tax revenue expected from the implementation of Measure"50, the •
Budget. Committee reduced the amount for these requests by 10%. The policy limit for 1997/98 is $ 83;750. The committee
granted a total of $ 83,750.
'Requests in prior years were funded out of the Administration Budget Unit (3120).
87 .
1997198 Adopted Budget
City of Tigard, Oregon.
" et:Unit:. X1.600
Parks. B4id
Program Summary: 1997/98 Goals and Obibctives:
The Grounds Division is responsible for Designated areas to be mowed every 7-10 days, clippings
maintenance, repair, improvements and removed as needed.
scheduling in all public parks, public facility
grounds and greenways. The Grounds/Streets Park restrooms to be cleaned daily.
Supervisor reports to the Property Manager who
is directly responsible for the Grounds programs. Soccerfields to be renovated and kept in playable
condition twice yearly (Spring/Summer)
Covered shelters, tables and barbeques will be cleaned
on a weekly basis.
Playground inspections performed weekly and reports
written and turned in for review.
Hazardous tree removal/pruning done in parks and
greenways on an as needed basis.
1996/97 Accomplishments:
Program Highlights:
ORPA Maintenance Management Award
Purchase of new hand held radios to cut repair cost and
Community Enhancement Program improve communications.
Reinstallation of foot bridge @ 130th Begin upgrade of drinking fountains and play areas to
meet ADA accessibility needs.
Summerlake foot brige renovation
Increase volunteer program hours to 1,000-1,500 hours.
Summerlake playground per year.
Roof replacements - Cook Park shelter #1, Upgrade bike/pedestrian paths.
Canterbury and Summerlake facility
Add swing set to Woodard Park to provide more
recreational equipment for public use.
Upgrade and renovate playing fields such as
baseball/soccer fields to provide safe playable surfaces.
Resurface Summerlake bridge to provide safe passage
across the lake area.
Utilization of new Grounds Supervisor position to increase
efficiency and productivity.
88
et . .
1997/98 Adopted Budg
City. of Tigard, Oregon
Bud et~Un;'1600
PaHcs
Performance Measurements •
Description 1994/95 1995/96 1996/97 .1997198
Number of parks maintained 11 11 11 11.
Acres of park land 120.30 120 120 1"20.40 •
Acres of greenways 117.67 121 125 125
•
Number of retention ponds 5 5 5 5
•
Number of reservoir sites (12) w/acreage 15.50 15.50 15.50 15.50
Miles of off street bicycle/pedestrian paths 6.50 6.50 7.00 7.50
Full Time Eguivalent Positions •
1994/95 1995/96. 1996197 1997/98
Property Manager 0.50 0.50 0.50 0.50 •
Senior Utility Worker 1.00 1.00 1.00 1.00
Utility Worker II 4.00 4.00 4.00 4.00
Supervisor 0.50 0.50 0.50 1.00 S
Total Positions 6.00 6.00 6.00 6.50
Service Level Standards
All restrooms in parks cleaned daily from April 1 to November 1.
All park trash picked up and removed daily.
Soccerfields at Cook Park renovated twice yearly - Spring and Summer.
All parks, and reservoirs mowed on a 7-10 day cycle.
All pedestrian paths and bikepaths blown off and debris removed on 3 week cycle.
All covered shelters, picnic tables and 1360's cleaned weekly.
All playground structures inspected and reported weekly. •
Hard and soft edging performed on a 2-3 week cycle.
Pruning of trees and shrubs on an as needed basis.
89
1997/98" Adopted Budget
City of .Tigard, Oregon
:
Parks. Bud Unit.
dual. ~ ;Actual : Adopted,.', Proposed .;Approved `Adopted:
Description 1994/95 1995/96 `1996/97 1997/98 1997/98 1997/98
Personal Services
Positions 6.00 6.00 6.00 6.50 6.50 6.50
Wages 195,450 167,368 226,624 274,091 274,091 274,091
Overtime 2,991 1,255 1,200 0 0 0
Worker's Compensation 10,408 11,870 10,005 9,715 9,715 9,715
Payroll Taxes 16,739 13,895 19,747 20,375 20,375 20,375
Retirement 24,352 18,532 27,484 24,921 24,921 24,921
Group Insurance 26,825 19,720 31,245 28,066 28,066 28,066
Total Personal Services 276,765 232,640 316,305 357,169 357,169 357,169
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 29,262 57,118 26,570 28,270 28,270 28,270
Repair & Maintenance 76,238 92,922 62,950 45,800 45,800 45,800
Special Dept. Expense 1,203 1,695 2,420' 2,420 2,420 2,420
Office Supplies 1,767 487 0 200 200 200
Advertising & Publicity 455 130 200 200 200 200
Fees/Dues/Subscriptions 887 210 980 950 950 950
Travel & Training 3,680 1,186 2,955 2,390 2,390 2,390
Fuel Expenses 0 1,486 4,650 9,000 9,000 9,000
Computer Software 0 125 0 0 0 0
Rents & Leases 639 1,378 1,190 1,000 1,000 1,000
Utilities 597 197 190 415 415 415
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
0
Total Materials & Services 114,728 156,934 102,105 90,645 90,645 90,645
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 13,845 0 0 0 0 0
Office Furniture & Equipment 0 0 0 0 0 0
Computer Equipment 0 0 1,970 0 0 0
Operation Equipment 7,304 16,986 29,000 8,290 8,290 8,290
Computer Software 0 0 0 0 0 0
• Total Capital Outlay 21,149 16,986 30,970 8,290 8,290 8,290
® Total Budget Unit 412,642 406,560 449,380 456,104 456,104 456,104
• 90
City of Tigard, Oregon ,
-
Public Works Program
Administration
Sanitary Sewer
Storm Sewer
Street Maintenance
Fleet Maintenance
Property Management
Water
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i City of Tigard, Oregon
City of Tigard, Oregon
1997/98 Adopted Budget
City of Tigard;:Oregon:..
Public Works:Program;
Public Works
s~rmry ? Sturm Street Fleet
~ Water
nbntnistratlai sewer Sewer Itlaht narM:e Maii~enanoe
Actual=- Actual Adopted, Proposed Approved Adopted
1997/98
,:-..Description1994/95 1995/96: 1996/97 1997/98 1997198
• # Positions 39.00 40.00 40.00 41.50 41.50 41.50
• Personal Services 1,743,237 1,744,480 1,936,811 2,048,043 2,048,043 2,048,043
• Materials & Services 2,279,393 2,316,375 3,210,666 2,950,583 2,950,583 2,950,583
Capital Outlay 57,857 273,556 336,205 222,162 222,162 222,162
Total Public Works - by Category 4,080,487 4,334,411 5,483,682 5,220,787 5,220,788 5,220,788
Administration 165,349 214,930 229,435 211,283 211,283 211,283
Sanitary Sewer 292,380 335,769 438,410 361,708 361,708 361,708
Storm Sewer 255,407 246,952 385,426 300,157 300,157 300,157
• Street Maintenance 435,661 639,671 583,670 642,093 642,093 642,093
Fleet Maintenance 124,138 123,559 131,803 127,436 127,436 127,436
Property Management 159,808. 187,603 212,644 176,282 176,282 176,282
Water 2,647,744 2,585,927 3,332,044 3,401,828 3,401,828 3,401,828
Storm Clean up 0 0 170,250 0 0 0
Total Public Works - by Department 4,080,487 4,334,411 5,483,682 5,220,787 5,220,788 5,220,788
91
1997/98 Adopted Budget
'City,of<Tigard, Oregon
Administration Bud et Unit:....2110
Program Summary: 1997/98 Goals and Objectives:
The Public Works Director is responsible to the city Manage and supervise the Hansen Maintenance,
Manager for operation and supervision of all program throughout the Department.
infrastructure and maintenance activities which
includes the maintenance of vehicles and City Fill all vacant positions within the Department within the
facilities. Maintenance operations of sanitarysewer guidelines of Measure 50.
and"storm drainage systems are funded by the,
collection of sewer and storm drainage charges. Assume an active role in the. City of Tigard's Park
Street maintenance is funded by a combination of Master Plan greenspace planning and Cook Park
State and County gas taxes. Park maintenance is Expansion.
primarily funded by property taxes. Fleet and
Builiding Maintenance activities are funded through a Continue to pursue long range water supply needs to
varietyof revenue sources. carry us into the 21 st century.
Further educate the Public Works,staff as well as
implement improved citizen ser vice.
1996/97 Accomplishments: Program Highlights:
Increased public communication and assure Institute a One Call System for Water, Sanitary and
adequate community- involvement. Storm Water locates.
Continue exploring options in establishment of water Implementation of emergency response services for -
contracts for the Tigard Water Service area. the department.
Continue to develop and implement a City wide Participation in the Regional Consortium and Sub, •
•
Emergency Management Plan and Emergency Regional interest groups in developing -new water
Command Center. sources as well as a water conservation program.
Continue to implement a uniform computer program Work closely with other jurisdictions in maintenance of `
to assist with establishing the efficient maintenance Grounds and Streets to increase operational efficiency.
and, operational needs of the Department.
.
92
1997/98:°Adopted Budget
City of Tigard,; Oregon
Administration Budget: Unit: 2110
Performance Measurements
Description 1994/95 1995196 1996/97 1997/98
Board Support - Intergovernmental Water Board (Hours) 60 75
Emergency Managment Administration (Hours) 45 64
Park Reservations (Quantity) 185 225
Citizen Response (Hours) 320 432
Community Events (Hours) 393 512
Full Time Equivalent Positions
1994195 1995/96 1996/97 1997/98
Public Works Director 1.00 1.00 1.00 1.00
Confidential Executive Assistant 1.00 1.00 1.00 1.00
Administrative Specialist 1 0.50 1.00 1.00 1.00
Operations Manager 0.25
Total Positions 2.50 3.00 3.25 3.00
Service Level Standards
Intergovernmental Water Board agendas will be mailed to members at least one week in advance of the
meeting. Members will have materials relating to agenda items no later than forty-eight hours prior to the
meeting.
Emergency situations (i.e. water breaks, wind/winter storm, storm water incident, sewer surcharges, etc.) that
occur within normal working hours will be responded to within fifteen minutes of notification. Situations that
occur after normal working hours will be responded to within forty-five minutes of notification.
Respond to citizen inquiries within twenty-four hours.
• Assist in designated community events in a manner that promotes good will between the City and the
community.
93
1997/98_ Adopted Budget
City of.Tigard, Oregon
Administration Budget Unit::. 2110
Actual :Actual- Adopted Proposed Approved Ad
. _ ,
Descrilion 1994/95: -1995/96 1996/97: 1997/98.. 1997/98 ` 1997/98:
Personal Services
Positions 2.50 3.00 3.25 3.00 3.00 3.00 •
Wages 106,444 133,024 142,262 140,912 140,912 140,912
Overtime 1,421 1,111 500 800 800 800
WorkeYs Compensation 1,571 542 798 614 614 614
Payroll Taxes 6,990 10,694. 11,462 11,192 11,192 11,192
Retirement 17,047 15,063 19,987 15,943-' 15,943 15,943 -
Group Insurance 16,802 14,147 19,063 15,529 15;529 15,529
Total Personal Services 150,275 174,581 194,072 184,990 184,990 184,990
Materials & Services •
Water-Costs 0 0 0 0 01 0 •
Prof. & Contract Services 3,162 2,558 13,853 6,588 6,588 6,588
Repair & Maintenance 2,878 2,447 3,325 2,250 2,250 2,250
Special Dept. Expense 218 96 500 500 500 500
Office Supplies 3,272 6,012 7,000- 6,000 6,000 6,000
Advertising & Publicity 108 0 200 200 200 200 •
Fees/Dues/Subscriptions 731 594 800 405 405 _405
Travel & Training .3,972 1,281 6,400 4,955 4,955 4,955
Fuel Expenses 0 43 500 1,000 1,000 1,000 •
Computer Software 0 327 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 258 507 280 595 595 595
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0 •
Total Materials & Services 14,599 13,865, 32,858 22,493 22,493 22,493
Capital Outlay
,
Land & Improvements 0. 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0 •
Office Fumiture & Equipment 475 18,205 0 1,200. 1,200 1,200
Computer Equipment 0 0 2,505 0 0 0
Operation Equipment 0 8,279 0 2,600 2,600 2,600
Computer Software 0 0 0 0 0 0
Total Capital Outlay 475 26,484 2,505 3,800 3,800 3,800
Total Budget Unit 165,349 214,930 229,435 211,283 211,283 211,283
94 .
1997/98 Adopted Budget
City.:of Tigard, Oregon
Sanlta -Sewer Bud et:Unit , 2120
Program Summary; 1997/98 Goals and Objectives:
The Utility Manager is responsible to the Public Continue to provide a quality level of service to the
Works Director. The Utility Division maintains community.
the sanitary sewer system and its maintenance
program. Maintenance standards are Continue to meet American Public Works Association
established by the Unified Sewerage Agency (APWA) and Unified Sewerage Agency (USA)
(USA), a County-wide sewer authority that also standards for video inspection and line cleaning.
sets sewer rates. The maintenance program
includes video inspection, line cleaning and Complete implementation of the Hansen Software
repair, manhole inspections and rehabilitaiton, Program. All data entered, with reports and work
record keeping and citizen complaint response. orders being generated for Wastewater personnel.
Continue with manhole rehabilitation and line repair
programs to reduce inflow and infiltration into
sanitary system.
Continue cross training between Water crews and
Wastewater crews.
1996/97 Accomplishments: Program Highlights:
Purchased Hansen Software Program Initiation and implementation of the One Call System
Fieldwork laptop for Storm and Sewer for sewer locates.
inspection.
Initiate usage of FieldWorks Software for field
Inspected all manholes near Unified Sewerage inspections of sewer manhole/mainlines.
Agency trunk lines.
Met APWA & USA standard for line cleaning
and video inspection during the first six months
of 1996/97.
Video inspected 70,874 feet
Lines cleaned 228,304 feet
Completed two (2) sanitary sewer repairs
95
1997/98 Adopted.,BudgeY
City .of Tigard, Oregon
Sanlta Sewer. Budget Unit: ` 2120
Performance Measurements
Description 1994/95 1995/96 1996197 1997/98
Feet of sewer line accepted . 507,313 615,000 '622,500 630,000
Feet of sewer line inspected/Cleaned 325,000. 350,000 313,000 320,000.
Manholes in system 3,048 3,090 3,155 3,250.
Full Time Equivalent Positions
1994/95 1995/96' 1996/97 1997/98-
Utility Manager 0.25 0.33 0.25
Wastewater Supervisor 0.50 , 0.25 0.25 0.50
Sr Utility Worker 1.00 1.00 1.00 1.00
Utility Worker II 5.00 5.00 5.00 5.00 •
Total Positions 6.50 6.50 6.58 6.75
Service Level Standards
Emergency situations (i.e. water breaks, wind/winter storms, storm water incident, sewer surcharges,
etc) that occur within normal working hours will be responded to within fifteen minutes of notification..
Situations that occur after normal working hours will be responded to within forty-five minutes of
notification.
Respond to citizen: inquiries within twenty-four hours.
Water, sanitary sewer, and storm sewer lines will be located within seventy-two hours of notification.
Annually N inspect/clean 36 miles of sanitary sewer. lines and 30 miles of storm water lines within.,
the City to meet Unified-Sewerage Agency standards.
Assist in designated community events in a manner that promotes good will between the City" and the
community.
96
1997/98 -.Adopted Budget' .
City of Tigard, Oregon ,
Sanitary Sewer Budget Unit: 2120
Actual Actual Adopted. Proposed Approved Adopted
190"7 1997/99 1997/98 1997/98
Descrition : 1994/95:.: .1995/96
Personal Services
Positions 6.50 6.50 6.58 6.75 6.75 6.75
Wages 159,997 166,340 192,871 222,881 222,881 222,881
Overtime 623 2,600 500 0 0 0
Workers Compensation 10,817 12,978 18,455 5,527 5,527 5,527
Payroll Taxes 14,507 14,171 16,761 19,318 19,318 19,318
Retirement 22,529 19,001 27,072 22,995 22,995 22,995
Group Insurance 25,890 24,014 33,267 28,493 28,493 28,493
Total Personal Ser vices 234,363 239,104 288,926 299,215 299,215 299,215
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 7,712 28,362 7,039 9,184 9,184 9,184
Repair & Maintenance 39,641 36,167 30,000 27,700 27,700 27,700
Special Dept. Expense 2,215 3,058 3,100 2,620 2,620 2,620
Office Supplies 53 130 200 200 200 200
Advertising & Publicity 0 215 100 100 100 100
Fees/Dues/Subscriptions 128 306 455 195 195 195
Travel & Training 2,585 1,744 3,300 3,600 3,600 3,600
Fuel Expenses 0 607 5,500 4,000 4,000 4,000
Computer Software 0 125 0 0 0 0
Rents & Leases 650 799 1,000 500 500 500
Utilities 180 187 190 0 0 0
Insurance 0 0 1,000 1,000 1,000 1,000
Library Materials 0 0 0 0 0 0
Total Materials & Services 53,164 71,700 51,884 49,099 49,099 49,099
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 5,000 0 0 0
• Office Furniture & Equipment 167 1,929 0 0 0 0
Computer Equipment 0 0 0 0 0 0
Operation Equipment 4,686 23,036 92,600 13,394 13,394 13,394
• Computer Software 0 0 0 0 0 0
Total Capital Outlay 4,853 24,965 97,600 13,394 13,394 13,394
Total Budget Unit 292,380 335,769 438,410 361,708 361,708 361,708
97
1997/98 MOW. Budget
City of .Tigard, Oregon
Storm Water Bud et Unit: 2125
Program Summary: 1997/98 Goals and Objectives:
The Utility Manager is responsible to the Public Continue to meet USA Goals and standards for line
Works Director. The Utility Division maintains cleaning, video inspection and catch basin cleaning.
the surface storm drainage system within the
City's jurisdiction. The maintenance program Develop efficient and cost effective programs for
includes, video inspections, line cleaning and detention pond maintenance.
repairs, catch basin cleaning and construction,
manhole rehabilitation/maintenance at six Continue the cross training within the Utility Division.
locations, detention pond maintenance,
addressing.citizens concerns and record keeping. Continue to.update'our own maps for maintenance.
purposes, while assisting other departments with City- . •
wide mapping needs.
Continue to learn alternative methods, procedures and
processes of-utility maintenance and incorporate into
the SWM programs.
Continue to work towards computer generated work •
orders.
1996/97 Accomplishments:
Program Highlights:
Eight main line repairs.
Purchase mower(s) -for water quality facilities
Video inspection of 37,969 lineal feet of storm maintenance (17 ponds in 1998/99) and contract out
sewer. construction of retaining wall on Shady Place facility.
We will also be contracting out removal of.vegetation
Cleaned 36,959 lineal feet of storm sewer. and solid debris from Cloud Court retention pond and
regrade to specifications and hydroseed entire location. •
Cleaned-1,163 catch basins.
Report of only one plugged line during storms Purchase mini-camera system for video inspection of
due to leaves clogging line. storm system where limited structure-space eliminates •
use of mainline camera.
Accomplished all service standards.
Purchase ac/concrete saw to cut pavements where •
Exceeded USA (7 month) goals for SWM. repairs are to be made.
Able to. obtain/exceed goals with three out of four
field personnel having less than one year
experience in utility maintenance.
98
1, 997/9&Adopted Budget-::
-
CitYof Tigard, Oregon:
Storm:Water.' - Budget Unit., 2,125
Performance Measurements
Description 1994195 1995/96 1996/97 1997/98
Feet of piping accepted 350,000 374,000 393,000 401,000
Feet of piping inspected/cleaned 140,000 180,000 150,000 158,000
Catch basins accepted 2,500 2,700 2,835 2,949
Catch basins cleaned 2,200 2,000 2,526. 2,654
Full Time Equivalent Positions
1994195 1995/96 1996/97 1997/98
Utility Manager 0.25 0.25
Wastewater Supervisor 0.50 0.50 0.33 0.50
Sr Utility Worker 1.00 1.00 1.00 1.00
Utility Worker II 4.00 4.00 4.00 3.00
Total Positions 5.50 5.50 5.58 4.75
Service Level Standards
Emergency situations (i.e. water break, wind/winter storm, storm water incident, sewer surcharges, etc.)
that occur within normal working hours will be responded to within fifteen minutes of notification.
Situations that occur after normal working hours will be responded to within forty-five minutes of
notification.
Respond to citizen inquiries within twenty-four hours.
• Water, sanitary sewer, and storm sewer lines will be located within forty-eight hours of notification.
Annual TV inspect/clean 36 miles of sanitary sewer lines and 30 miles of storm water lines within the
City to meet Unified Sewerage Agency standards.
Assist in designated community events in a manner that promotes good will between the City and the
community.
99
1997198:: Adopted:Budg6t'-..
C.ity:of Tigard, Ore
go
n.
Storm Water b6dq6tiUnit-' 2125
Actual Actual Adopted Proposed Approved' Adopted
Descri ion = . _1994/95 1995/96 1996/97. 1997/98 1997/98 1997, 8~.,,.
Personal Services
Positions 5.50 5.50 5.58 4.75 4.75 4.75
Wages 156,140 136,885 168,598 ' 152,927 152,927 152,927
Overtime 384 2,743 300 0 0 0
Workers Compensation 8,793 9,414 15,706 3,793 3,793 3,793
Payroll Taxes 10,792 11,209 14,639 13,255 13,255 13,255
Retirement 18,179 15,181 23,646 16,535 16,535 16,535 •
Group Insurance 15,801 11,443 20,467 23,678 23,678 23,678 •
Total Personal Services 210,089 186,875 243,356 210,187 210,187 210,187 •
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. &,Contract Services 1,204 973 1,640 4,377 4,377 4,377
Repair.& Maintenance 35,012 32,592 39,500 44,700 44,700 44,700 •
Special Dept. Expense 2,015 1,134 2,550 2,360 2,360 2,360
Office Supplies 29 15 200 425 425 425
Advertising & Publicity 0 365 100 150 150 150 •
Fees/Dues/Subscriptions 81 0 180 168 168 168
Travel & Training 2,026 572 2,250 3,100' 3,100 3,100
Fuel Expenses 0 270 0 3,000 3,000. 3,000
Computer Software 0 125' 0 0 0 0
Rents & Leases 98 0 1,000 31-400 3,400 3,400
Utilities 0 0 0 0 0 0
Insurance 0 0 1,000 . 1,000 1,000 1,000
Library Materials 0 0 0 0 0, 0 •
Total Materials & Services 40,465 36,046 48,420 62,680 62,680 62,680
Capital Outlay •
•
Land & Improvements 0 0 0 14,500 14,500 14,500
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 5,000 0 0. 0
Office Furniture & Equipment 167 0 0 0 0 0
Computer. Equipment 0 0 0 0 .0 0
Operation Equipment 4,686 24,031 88,650 '12,790 12,790 12,790 •
Computer Software 0 0 0 0 0 0
Total Capital Outlay 4,853 24,031 93,650 27,290 27,290 27,290 •
Total Budget Unit 255,407 246,952 385,426 300;157 - 300,157 300,157
100
1997/88 Adopted Budget
,
Ci gard:Oregon
of Tl
Streets Bud et Unit: 2130
Program Summary: 1997/98 Goals and Objectives:
Increase maintenance and installation of street and
The Street Division's primary functions are traffic signs by 5% due to development.
installation and maintenance of street and traffic
signs, installation and maintenance of guardrails and Inspect and maintain guard rails once yearly or as
barricades, crack sealing and patching street needed.
surfaces, grading and maintenance of rock streets
and road shoulders, maintenance of off-street bicycle Inspect all barricades once yearly and repair as
paths, and installation and maintenance of street needed.
markings., This unit also administers the contract for
street sweeping services. The Ground/Streets . Crack seal 105,600 feet of City streets.
supervisor reports to the Property Manager who is
responsible for the Streets program. Patch streets for Water, Storm, Wastewater and Street
Division dig outs and patch potholes with an annual
basis of 250 tons.
Grade and gravel 2.06 miles of gravel roads, twice
yearly.
Mow 54 miles of shoulder twice yearly and repair rock
shoulder as needed.
1996/97 Accomplishments: Install hot plastic for 5 year cycle and paint 6,250 feet
of curb and 8,433 feet in parking lots.
We have used 185 tons of asphalt and 13 tons of
cold mix patching potholes for Water, Wastewater, Program Highlights:
Storm and Street division repairs.
• Due to increased traffic on the City streets and safety
• We completed 89,263 feet of crack sealing. concerns we will use contract flaggers. We will also
purchase. traffic control signs and cones to completely
• Installed 395 buttons, 737 square feet hot plastic, ouffit our crew.
painted 1,366 feet of 4" line in white paint, and
painted 2,327 feet of yellow curb. By using the State bid we are able to cut the Street
• marking costs considerably.
Made, installed or repaired 386 signs.
Due to advances in technology we will increase training
• Cleaned 2,019 feet of ditch line. opportunities for employees.
•
• We will purchase eight new handheld radios to replace
the out dated ones currently being used. Therefore,
• saving money on repairs and having more efficient
communications.
Utilize Street Supervisor for Street Division only to
• increase efficiency and productivity.
•
i
•
• 101
1997/98;-Adopted Budgefi
City of Tigard, Oregon
Streets. Bud et Unit: 2130
Performance Measurements
Description 1994/95 1995/96 1996/97, 1997/98
Miles of street 117 119 120 123
Miles of streets swept 114 116 117- 120 .
'Number of sweeps per year. 6 6 6 6
Street signs made, installed or repaired 650 700 700 750
Tons of asphalt 130 270 280 250
Pounds of crack sealer 22,500 25,000 25,000. 25,000
Street markings (square feet) 7,000 8,500 8,500 9,000
Dead end barricades 116 116
Road side mowing 52 52 53 54
Full Time Equivalent Positions
1994/95. 1995/96 1996/97 1997/98
Property Manager 0.00 0.50 0.50 "0.50
Supervisor 1.00 0.50 0.50 1.00
Senior Utility Worker 1.00 1.00 2.00 1.00
Utility Worker II 4.00 5.00 4.00 6.00
Total Positions 6.00 7.00 7.00 8.50
Service Level Standards
Complete 105,600 feet of crack sealing.
Patch City streets for an annual of 250 ton of asphalt and 8,433 feet of 4" line" in City parking lots. -
Install 8,000 square feet of hot plastic as per 5 year cycle and repair as needed.
Repair and installation of signs. Stop signs within 2 hours, all others as per City response standards..
Grade and rock all gravel roads twice annually. Grade them to remove potholes two times or as needed.
Mow roadsides twice yearly.
102
1997/98 Adopted Budget
City of Tigard, Oregon'.
Streets-.:... Budget Unit; 2130
Actual Actual. Adopted Proposed Approved Adopted
Descrition : 1994!95 - 1995/96 1996/97 1997/98. 1997/98' 1997/98
Personal Services
Positions 6.00 7.00 7.00 8.50 8.50 8.50
Wages 161,263 193,085 218,420 310,499 310,500 310,500
Overtime 1,982 3,802 2,000 2,000 2,000 2,000
Worker's Compensation 11,003 13,717 13,677 18,260 18,260 18,260
Payroll Taxes 13,446 16,516 19,105 25,525 25,525 25,525
Retirement 19,590 19,766 28,823 30,872 30,872 30,872
Group Insurance 20,348 24,410 30,665 28,373 28,373 28,373
Total Personal Services 227,632 271,297 312,690 415,530 415,530 415,530
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 85,428 106,302 82,680 88,275 88,275 88,275
Repair & Maintenance 108,196 142,856 137,130 109,030 109,030 109,030
Special Dept. Expense 1,207 2,089 4,900 2,310 2,310 2,310
Office Supplies 37 21 0 200 200 200
Advertising & Publicity (269) 800 200 200 200 200
Fees/Dues/Subscriptions 100 459 525 500 500 500
Travel & Training 1,630 1,681 3,310 3,550 3,550 3,550
Fuel Expenses 0 753 7,200 7,950 7,950 7,950
Computer Software 0 125 0 0 0 0
Rents & Leases 3,057 8,185 5,000 3,000 3,000 3,000
Utilities 162 84 0 360 360 360
Insurance 0 0 0 1,000 1,000 1,000
Library Materials 0 0 0 0 0 0
Total Materials & Services 199,548 263,355 240,945 216,375 216,375 216,375
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 20,000 0 0 0
Office Furniture & Equipment 0 1,681 0 0 0 0
Computer Equipment 0 4,403 2,505 0 0 0
Operation Equipment 8,481 98,935 7,530 10,188 10,188 10,188
Computer Software 0 0 0 0 0 0
Total Capital Outlay 8,481 105,019 30,035 10,188 10,188 10,188
Total Budget Unit 435,661 639,671 583,670 642,093 642,093 642,093
103
•
1:997/98 Adopted,,Budget:: .
Clty.0 Tigard, Oregon
Sho sand Services Budget Unit: 2150
Program Summary: 1997/98 Goals and Objectives:
The Fleet Maintenance Supervisor is responsible Continue to utilize the Hansen Fleet Maintenance
to the Property Manager for organization and Program to track vehicle historyand inventory
operation of the Fleet Maintenance Division. control. •
Major on-ging functions of the Division are
maintenance and repair of all City equipment, Continue to rotate rolling stock to obtain maximum'
including cars, light and heavy trucks, off road life from vehicles, and eliminate surplus stock from •
equipment, and stationar y power equipment; fleet.
maintaining equipment records; parts inventory
control for Fleet operations; fuel storage and Review surplus vehicles to determine if it is cost
dispensing equipment; and providing parts effective to repair' in lieu of replacement. •
purchases and.department support.
Implement oil analysis program on all medium and
heavy duty trucks and diesel powered equipment. •
1996/97 Accomplishments: Program Highlights:
Constructed insert sander storage racks to speed Implement All Data System for on vehicle repair •
installation and removal of sanders. information.
Converted all mobile radios to standard 4 Outfit Ford van for shop use to enhance field •
frequencies and upgrade to synthesized units. service.
Removed decals from Water District vehicles and Initiate oil analysis program for better predictive "
standardize with City fleet. repair service.'
Retro fit patrol cars with computers and uniform
control consoles.
104
1997/98 Adopted Budget.-,':'
City of..Tigard, Oregon
Sho sand Services Bud et Unit:: 2150
Performance Measurements
Description 1994195 1995/96 1996/97 1997/98
Number of Police vehicles maintained 29 33 39 39
Number of Street vehicles maintained 13 13 13 13
Number of Wastewater vehicles maintained 13 13 13 13
Number of Grounds vehicles maintained 9 10 10 10
Number of Water vehicles maintained 17 22 21 21
Number of other division vehicles maintained 18 18 21 21
Number of total rolling stock 99 109 114 117
Full Time Equivalent Positions
1994/95 - 1995/96 1996/97 1997/98
Fleet Maintenance Supervisor 1.00 1.00 1.00 1.00
Mechanic 1.00 . 1.00 1.00 1.00
Total Positions 2.00. 2.00 2.00 2.00
Service Level Standards
Emergency situations that occurred within normal working hours, City staff will respond within fifteen
minutes of notification.
After normal working hours, City staff will be on site within forty-five minutes of notification.
Assist in designated community events in a manner that promotes goodwill between the City and the
community.
Complete scheduled maintenance within five days of schedule date.
105
1'997/98: Adopted; Budget;
,
City of Tigard, Oiregon,
'8
Unit: 2150
Shop u f ' send Se'rviis. ` d98
- A uai; Actual Adopted Proposed Approved _ Adopted.
Descn lion 1994/95. 1995/96: 1996/97";. 1997/98: 1997/98 1997/98 ° •
Personal Services
Positions 2.00 2.00 2.00 2.00 2.00 2.00 •
Wages 73,011 77,164 76,972 79,714 79,714 79,714
Overtime 3,305 2,222 2,000 0 0 - 0
Worker's Compensation 2,731 2,442 3,772 4,153 4;153 4,153
Payroll Taxes 6,378 6,566 6,845, 6,909 6,909 6,909 •
Retirement 10,297 9,392 11,056 - 8,821 8,821 8,821
Group Insurance 11,551 9,734 10,814 9,068 9,068 9,068
Total Personal Services 107,273 107,520 111,459 108,666 108,666, 108,666
Materials & Services •
Water Costs .0 0 0 0 0 0 •
Prof. & Contract Services 5,081 3,906 6,375 6,195 6,195 6,195
Repair & Maintenance 10,924 9,814 7,800 7,550 7,550 7,550
Special Dept. Expense 248 281 500 600. -600 600 .
Office Supplies 483 48 100 100 100 100
Advertising & Publicity 0 0 0 0 0 0 •
Fees/Dues/Subscriptions 711 545 1,089 425 425 425
Travel & Training 347 41 800 800 800. 800
•
Fuel Expenses 0 166 1,100 1,000. 1,000 -1,000
Computer Software 0 125 0 0 0 0
Rents & 'Leases 0 0 500 0 0 0• - •
Utilities 229 263 280 0 0 0
Insurance 0 0 0 0" 0 0
Library Materials 0 0 0 0 0 0 •
Total Materials & Services 18,023 15,189 18,544 16,670 16,670 16,670
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0•
Office Furniture & Equipment 299 0 0 0 0 0
Computer Equipment 0 0 0.- 0 0 0
Operation Equipment (1,457) 850 1,800 1,200 1,200 1,200
Computer Software 0 0 0 900 900 900
Total Capital Outlay (1,158) 850 1•,800 2,100 2,100 2,100
Total Budget Unit 124,138 123,559 131,803 127,436 .127,436 127,436-
•
106
1997/98' Adopted Budget
City of Ti ard, ;Oregon
Pro a Mana ement Bud etUnit: 2160
Program Summary: 1997/98 Goals and Objectives:
The Building Maintenance Division is responsible Install new roof at the Niche.
for the cleaning, maintenance and repair of all
City facilities. The Division administers the Replace flooring in laundry area of Senior Center.
janitorial contract for cleaning of City facilities.
There is one Building Maintenance Technician Continue to administer contract for on going services
who reports to the Property Manager who reports for City facilities.
directly to the Public Works Director.
Respond to requests for work place improvements,
repairs, etc.
1996197 Accomplishments: Program Highlights:
Administered the contract for the roofing project • Recommendation for installation of Access Control
at City Hall. Management System for City facilities.
Had the roof at City Hall permanently wired for • Recommendation for installation of security gate at
holiday lighting. Public Works Facility.
Replace the roof at Canterbury, Cook Park • Strive to achieve higher performance level for
Restroom (shelter area #1), and Summerlake janitorial services at all City facilities.
storage building.
• Increased and improved facility maintenance service
Air conditioner and ADA door installed at Senior level at all City facilities.
Center.
Painted downstairs at Senior Center.
107
1997/88 Adopted Budget
Clty of Tlgard,. Oregon!
.
Ptoperty~ Maria ement Bud etUnit:: 2160
Performance Measurements •
Description. 1994/95 -1995/96 1996/97 1997/98
Number of buildings maintained 16 16• 16 16
Number of on-going contracts administered 5 5 5 5
Full Time Equivalent Positions - •
1994/95 1995/96 1996197 1997/98
Building Maintenance Technician 1.00 1.00 1.00 1.00 •
Total Positions 1.00 1.00 1.00 1.00
Service Level Standards
Meeting room set ups daily as required. •
All windows of City facilities washed interior/exterior, twice yearly.
All HVAC ducts of all City.facilities cleaned yearly.
Automatic fire sprinkler system at all City facilities serviced and inspected twice yearly'.
HVAC systems of all City facilities serviced and inspected four times yearly.
Elevator system for Senior Center serviced and inspected, six times per year.
Adjust time clocks in City Hall, weekly.
108
II ~
1997/98 Adopted Budget
City of Tig
ard, Oregon
Budget Unit. 21.60
Property Management.:
Actual Actual Adopted Proposed Approved Adopted.
1994/95 1995196 1996197 1997/98 1997/98 1997/98.
Description
• Personal Services
Positions 1.00 1.00 1.00 1.00 1.00 1.00
Wages 31,264 29,589 31,283 31,709 31,709 31,709
• Overtime 0 447 450 0 0 0
Worker's Compensation 1,110 1,296 1,859 1,617 1,617 1,617
Payroll Taxes 2,616 2,542 2,751 2,748 2,748 2,748
Retirement 4,297 3,825 4,443 3,171 3,171 3,171
Group Insurance 2,106 3,036. 2,133 4,926 4,926 4,926
Total Personal Services 41,393 40,735 42,919 44,171 44,171 44,171
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 90,212 104,869 132,150 100,476 100,476 100,476
Repair & Maintenance 21,266 39,830 23,390 29,120 - 29,120 29,120
Special Dept. Expense 144 0 940 285 285 285
Office Supplies 5,658 126 0 0 0 0
Advertising & Publicity 68 166 260 175 175 175
Fees/Dues/Subscriptions 25 274 320 190 190 190
Travel & Training 93 0 610 425 425 425
Fuel Expenses 0 0 550 600 600 600
Computer Software 0 125 0 0 0 0
Rents & Leases 47 175 300 700 700 700
Utilities 391 585 405 140 140 140
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 117,904 146,150 158,925 132,111 132,111 132,111
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 10,800 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 511 718 0 0 0 0
Computer Equipment 0 0 0 0 0 0
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Total Capital Outlay 511 718 10,800 0 0 0
Total Budget Unit 159,808 187,603 212,644 176,282 176,282 176,282
• 109
1, 997/98: Adopted : Budget'
.
City of Tlgard,:Oregon._~~ -
.
•
Budget-Unit: 2170 •
Water
Program Summary: 1997/98 Goals and Objectives:
Continue to develop cooperative agreements for our •
The'Utility Manager is responsible to the Public long term water supply needs.
Works Director. The Water Division-has the
responsibility to maintain, repair and expand the Construction of a 3.5 million,gallon reservoir at the •
water system, while at the same time providing a Menlor property.
dependable water supply at the highest quality to
its customers. The Tigard Water Service Area is Implement and utilize the Hansen computer software •
comprised of the cities of Durham, King City, two program for developing a preventative maintenance.
thirds of Tigard and the unincorporated areas of program, record keeping and the replacement of the
the Walnut Island and Bull Mountain (Tigard existing inventory system.
Water District).
Provide efficient and effective maintenance of the
water system.
Start a valve maintenance and line flushing program.
Develop a cooperative working relationship with •
Engineering, so` as to have. better coordination of
projects.
.1996/97 Accomplishments: Program Highlights: •
Completed construction of, a 8-inch water main Addition of 1 FTE, to replace four part time temporary
located on SW 130th Avenue, from SW Hawks positions and enhance the ability to start the valve
Beard to Scholls Ferry Rd. maintenance and water main flushing programs. •
Completed construction of,12-inch water main Reservoir cleaning program utilizing divers to clean" ~
within the 130th Avenue bridge project. the reservoirs while they remain in operation. •
Completed relocation of water meters and Meter replacement program consisting of replacing
services on SW Durham Road, due to all meters 1 1/2" and larger with meters "capable of •
Washington County Street Improvement project. capturing additional revenues.
Completed relocation of water services, meters,
fire hydrants and replacement of 200 feet of 6-
inch water main on SW Hall Blvd, due to Oregon
Department of Transportation improvement
project.
Secured 4.0 million gallons of water per day from
City of Portland at a reduced rate. Rate is based
on increased purchases and this years peaking
factor.
110
:1997/98 Adopted Budget
City of Tigard; Oregon
Water Budget Unit: 2170
Performance Measurements
Description 1994/95 1995/96 1996197 1997/98
•
~ Miles of water mains 203 207 210 214
Reservoirs 12 12 12 13
Fire Hydrants 1,504 1,580 1,620 1,660
Pump Stations 6 6 6 6
Meters and Services 12,846 13.325 13,900 14,400
Pressure Reducing Stations 12 14 14 15
Wells 4 4 4 4
Full Time Equivalent Positions
• 1994195 1995/96 1996/97 1997/98
Utility Manager 1.00 1.00 0.34 0.50
Operations Manager 1.00 1.00 0.75 1.00
• Water Operations Supervisor 1.00 1.00 0.50 1.00
Sr. Utility Worker 3.00 3.00 3.00 3.00
Water Works Inspector 1.00 1.00 1.00 1.00
Water Quality Program Coordinator 1.00 1.00 1.00 1.00
Utility Worker II 6.00 6.00 7.00 7.00
PW Tech 1.00 1.00 1.00 1.00
Administrative Specialist 0.50 0.00 0.00 0.00
Total Positions 15.50 15.00 14.59 15.50
Service Level Standards
Emergency situations (i.e. water main break, wind/winter storm, storm water incident, sewer surcharge,
etc.) that occur within normal working hours, will be responded to by City staff within fifteen minutes of
notification. Emergency situations that occur after normal working hours will be responded to within
forty-five minutes after notification.
Respond to citizens inquires within twenty-four hours.
Read one half of the meters within the Water Service Area monthly.
Water meters will be installed within seven working days of purchase.
Water, sanitary sewer and storm sewer lines to be located within forty-eight hours of notification.
Assist in designing community events in a manner that promotes goodwill between the City and the
Community.
111
1997/98 Adopted Budget
City-of Tigard,, Oregon
Budget Unit: .:2170
Water ;
Actual . " : :Actual Adopted Proposed Approved Adopted
Descrilion ::1994/95-:-'4j 1995/'96 1996/97 ` 1997/98 1997/98 1997/98.
Personal, Services •
Positions 15.50 15.00 14.59 15.50 15.50. 15.50 .
Wages 523,592 520,980 519,024 568,369 568,369 568,369 .
Overtime 15,984 24,038 19,800 23,200, 23,200- 23,200
Workers Compensation 44,346 12,120 12,741 14,361 14;361 14;361•
Payroll Taxes : 45,952 43,932 46,703 50,234 50,234 50,234 .
,
Retirement 70,194 62,368 70,563. 60,522 60,522 60,522,
Group Insurance 72,144 60,930 74,558 68,598 68,598 68,598 .
Total Personal Services 772,212 724,368 743,389 785,283 785,283 785,283 40
Materials & Services •
.
Water Costs 1,537,493 1,486,515 2,126,260 2,151,660 2,151,660 2,151,660
Prof. & Contract Services 89,416 74;222 166,000 123,265 123,265 123,265
Repair & Maintenance 168,984 165,101 122,400 109,550 109,550 109,550
Special Dept. Expense 13,538 10,217 5,500 81'355 8,355 , 8,355
Office Supplies 5,803 5,976 5,000 3,000 3,006 3,000
Advertising & Publicity 989 952 17,600 16,800 16,800- 16,800 •
Fees/Dues/Subscriptions 6,781 3,780 5,750 7,180 7,180. 71180
Travel & Training 5,683 3,982 5,500 8,500 8,500 . 8,500
Fuel Expenses 0 2,474 13,500 18,500 18,500 18,500
Computer Software 0 2,807 0 0 0 0
.Rents & Leases 1,541 2,972 1,000 200 200 200 •
Utilities 5,462 10,822 18,330 3,145 3,145 3,145
Insurance 0 250 2,000 1,000 1,000 1,000
Library Materials 0 0 - 0 0 0- 0. •
Total Materials & Services 1,835,690 1,770,070 2,488,840 2,4511155 2,451,155 2,451,155
Capital Outlay
Land & Improvements 0 0 0 60,000 60,000 60,000 •
Building & Improvements 2,270 12,190 0 30,000 30,000 30,000
Vehicles 0 500 10,000 40,000 .40,,000 40,000. •
Office Furniture & Equipment 439 11,394 11000 1,900 1,900 1,900
Computer Equipment 0 4,403 5,265 7,700 .7,700 7,700 .
Operation Equipment 37,133 63,002 83,550 -25,285 25,285 .-25,285
Computer Software 0 0 0 505 . 505 505
Total Capital Outlay 39,842 91,489 99,815 165,390 165,390- 165,390
Total Budget Unit 2,647,744 2,585,927 3,332,044. " 3,401,828 -3,401,828 3,401,828
112
1
1
u
i
Development Services Program
Administration
Building Inspection
Current Planning
Long Range Planning
Engineering
Street Lights/Signals
• City of Tigard, Oregon
City of Tigard, Oregon
lb
1997/98 'Adopted Budget
City.of.Tigard, Oregon„
Development Services Prograrir _
Development Q
Services
Administration _ Building Current Long Range . Engineering Street
Inspection Planning Planning Lights
pled ° Proposed Approved. Adopted
Actual Ado
Actual
Description " 1994195 1995/96 1996197 1997/98 -1997/98 1997198 ; .
# Positions 35.00 37.00 41.00 52.00 52.00 52.00
Personal Services 1,664,310 1,811,089 2,186,681 2,856,541 2,856,541 2,856,541
Materials & Services 498,716 480,204 840,570 841,626 883,626 883,626
Capital Outlay 77,999 81,426 66,300 66,165 66,165 66,165
Total Development Services - by Category 2,241,025 2,372,719 3,093,551 3,764,332 3,806,332 3,806,332
Administration 110,204 156,746 439,350 474,320 474,320 474,320
Administration - Urban Services 0 0 0 61,582 61,582 61,582
Building Inspection 654,877 796,122 736,880 784,278 784,278 784,278
Building Inspection - Urban Services 0 0 0 485,894 485,894 485,894
Current Planning 212,999 214,644 308,663 308,022 308,022 308,022
Current Planning - Urban Services 0 0 0 87,560 87,560 87,560
Long Range Planning 255,999 207,395 297,292 242,513 242,513 242,513
Engineering 695,063 703,596 908,366 828,244 828,244 828,244
Engineering - Urban Services 0 0 0 58,920 58,920 58,920
Street Lights 311,883. 294,216 403,000 433,000 475,000 475,000
Total Development Services - by Department 2,241,025 2,372,719 3,093,551 3,764,332 3,806,332 3,806,332
113
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•
•
•
•
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•
s
s
•
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City of Tigard, Oregon
1
i
1997/98 Adopted Budget
City bf;Tigard, Oregon,
Community Development .
Community
Development
Long Range
Budding Current
Administration Inspection Planning Planning
a .,3....
Actual Actual Adopted Proposed Approved Adopted
Description 1994195. 1995196; 1996/97 . 19,97A8:. 1997/98 1997198
# Positions 23.00 24.00 27.00 38.00 38.00 38.00
Personal Services 1,022,659 1,201,896 1,436,450 2,081,688 2,081,688 2,081,688
Materials & Services 141,461 136,249 316,335 313,616 313,616 313,616
Capital Outlay 69,959 36,762 29,400 48,865 48,865 48,865
Total Community Development - by Category 1,234,079 1,374,907 1,782,185 2,444,169 2,444,169 2,444,169
Administration 110,204 156,746 439,350 474,320 474,320 474,320
Administration - Urban Services 0 0 0 61,582 61,582 61,582
• Building Inspection 654,877 796,122 736,880 784,278 784,278 784,278
Building Inspection - Urban Services 0 0 0 485,894 485,894 485,894
Current Planning 212,999 214,644 308,663 308,022 308,022 308,022
Current Planning - Urban Services 0 0 0 87,560 87,560 87,560
Long Range Planning 255,999 207,395 297,292 242,513 242,513 242,513
• Total Community Development - by Department 1,234,079 1,374,907 1,782,185 2,444,169 2,444,169 2,444,169
• 114
1997/98 Adopted Budget
9" on
of :Tigard :Ore`
tY. = -
° a.
Bud et ,Unit. 2210
Administration,,
Program Summary: 1997/98 Goals and Objectives:.
The Community Development Department Complete Permit'Plan conversion and training for all
includes Long Range Planning, Current - users from a DOS based system to a Windows. CS
Planning, and Building Divisions. The version.
Development Services Team (DSTs), "which.is S
part of CD Administration, provides assistance Complete training of Engineering Technician for
and coordination for "development approvals and parcel/address,creation updates, changes.
permit issuance to the, public and other
agencies, .in addition to general front counter Institute fully operational over, the counter permit and
service duties. The CD Director reports to the over the counter review process of commercial
City Manager and is responsible for the overall projects, meeting established threshold criteria..
management of the functions of the department,
which includes community planning; Complete revisions to the Community Development
administration of the Development Code; parks Code.
planning and development; building plan review •
and inspections; general economic development Complete discussions with the County and continue.
Activities;. and customer service. providing urban services to portions of
unincorporated Washington County. •
1996/97 Accomplishments:
The department initiated major revisions to the Complete analysis and updating of annexation
Code which, should be completed before the end policies.
of 1997.
Continue to meet Customer Service Standards
The department completed major revisions to adopted by Council.
the Comprehensive Plan,,including addressing
transportation needs identified in the 1-5/217. Program Highlights:
Study and 99W Access Management Plan. The This year's budget provides for a one-time expense
Development Code.and Comp Plan were also (both computer and software) to upgrade our permit •
amended to implement a mixed use tracking system. The current system is a DOS based
employment zone and land use designations for application which will no longer be supported by the
the Tigard Triangle. vendor. ' The upgrade is to the Windows version of
the same system: This upgrade should enhance our
The DSTs implemented new front counter hours services. The permit tracking system is used by "
that allow for increased processing time and almost every City department and contains an
later evening hours. They received 9,000 phone extensive data base.of property and permit •
calls and served 8,000 customers at the information. Cost to CD Admin for.the conversion,
counter. software, and computer upgrades is $68,855.
We were actively involved with the Metro 2040 The Community Development 'department- began
process, keeping the Commission and Council providing Development Services to an area of
informed and providing comments to Metro. Washington County'known as the Urban Services
Area on June 1, 1997.
Discussions were initiated and steps taken with
the County towards having Tigard provide urban
services for.portions of unincorporated •
Washington County. "
The Department met performance standards
established by the City Council.
115
1997/98 Adopted Budget
City of Tigard; Oregon
Administration Bud et Unit: 2210
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
Customers served at the CD counter N/A N/A 8,000 8,500
Customers served by DSTs on the phone N/A N/A 9,000 9,500
.Permits issued, (includes land use permits; N/A N/A 3,800 4,000
building, plumbing, sewer, electrical,
mechanical, and misc. permits)
Full Time Equivalent Positions
1994195 1995/96 1996/97 1997/98
Director of Community Development 1.00 1.00 1.00 1.00
Senior Administrative Specialist 1.00 1.00 1.00 1.00
Development Services Supervisor 0.00 0.00 1.00 1.00
Development Services Technician 0.00 0.00 4.00, 4.00
Administrative Specialist 1 0.00 0.00 1.00 1.00 ,
Total Positions 200 2.00 8.00 8.00
Service Level Standards
Services provided by the Development Services Technicians (DSTs):
Preliminary and post plan review
Commercial/residential - new: 2-3 days
Commerical/residential - TI or addition: 1 1/2 - 2 days
Phone service
Calls received between 8 a.m. and noon will be returned by 5 p.m. the same business day.
• Calls received between noon and 5 p.m. will be returned by noon the next business day.
Counter service
• Average wait time is 3 minutes. Maxim um,wait time is 20 minutes in times of extreme volume or
limited coverage.
. With current staffing, the service level standards are being reset.
• 116
:
1997/98 Adopted Budget
- 1Z
Pity,, 0719110 Oregon
r
Budget Unit: 2210
Administration
Actual; Actual Adopted' " Proposed . Approved Adopted
Descri lion 1994/95.- . 4995/96 1996/97..';" 997 811 1997/9&. 1997/98
Personal Services i
Positions 2.00- 2.00 8.00 8.00 8.00 8.00 •
Wages 48,977 104,479 268,160 .294,915 294,915 294,915
Overtime 181 0 2,790 0 0 0
Worker's Compensation 1,045 596 1,355 1,146 1,146 -1,146.
Payroll Taxes 4,281 8,574 23,053 24,997' 24,997 24,997
Retirement 7,479 6,912 37,933 31,736. 31,736: 31,736 i
Group Insurance 9,012 9,156 33,729 27,142 27;142 27,142 .
Total Personal Services 70,975 129,717 367,020 379,935 379,935, 379,935. .
Materials & Services
Water Costs 0 0 0 0 0 0 •
Prof. & Contract Services 19,725 1,052 .16,030. 44,880 . 44,880 44,880 i
Repair & Maintenance 1,583 1,796 2,060 2,525 2,525 2,525 .
Special Dept. Expense 1,040 118 100 970 970 970
Office Supplies - 8,784 13,266 17,500 18,020 18;020 18,020 i
Advertising & Publicity _ 1,181 580 600 0 0 . 0
Fees/Dues/Subscriptions 486 257 11,860 600 600 600
Travel & Training 968- 2,931 6,330 6,145 6,145 6,145 .
Fuel Expenses 0 52 750 680 680 680
Computer Software 0 0 0 0 0 0 i
Rents & Leases 0 0 0 0 0 0
utilities 0 160 200 550 550 550
Insurance " 0 0 0 0 0 0 i
Library Materials 0 0, 0 0 0 0
- i
Total Materials & Services 33,767 20,212 55,430 74,370 '74,370 74,370
Capital Outlay i
Land & Improvements 0 0 0 0 0. 0 i
Building & Improvements 0 0 0 0 0 0 •
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 5,462 6,817 8,500 21675 2,675 2,675 i
Computer Equipment 0 0 8,400 13,340 13,340 13,340 i
Operation Equipment 0 0 0 0 -0" 0
Computer Software, 0 0 0 4,000 4,000 4,000 i
Total Capital Outlay 5,462 6,817 16,900 20,015 20,015 20,015 i
Total Budget Unit 110,204 156,746 439;350 474,320, 474,320 474,320 •
1
117 .
-
1997/98 -::Adopted Budget.,
City of Tigard, Ordgon
Administration - Urban Services Budget: Wilt ; 2211
Program Summary: 1997/98 Goals and Objectives:
The Community Development Department provides Provide Current Planning and Building related services
Current Planning and Building services to portions to portions of unincorporated. Washington County as
of unincorporated Washington County. The CD specified in the intergovernmental agreement.
Director is responsible for the overall management
of these functions of the department.
1996/97 Accomplishments: Program Highlights:
The City Council approved an intergovernmental CD Administration's budget provides for an additional
agreement with Washington County on April 22, Development Services Technician. The budget also
1997, whereby the County contracts with the City to provides for a consultant to do report revisions in the
provide specific services for portions of, City's permit tracking system.
unincorporated Washington County.
On June 1, 1997, Community Development started
providing Current Planning and Building related
services to portions of unincorporated Washington
County.
• 118
1997/98-. :Adopted Budget-
City of Tigard, Oregon
Bud Unit:'_221-1
Administration - Urban_SeIV S
Performance Measurements
Description 1994/95 1995/96. 1996/97 1997/98 •
Customers served at the CD counter N/A N/A N/A 1,000.
Customers served by DSTs on the phone N/A N/A N/A 1,150
Permits issued (includes land use permits;' building; N/A N/A N/A 480
plumbing; sewer,- electrical, mechanical, and misc.
permits)'
Full Time Equivalent Positions
.1994/95 1995/96 1996/97 1997/98
Development Services Technician 0.00 0.00 0.00 1.00
Total Positions 0.00, -0.00 0.00 1.00
Service Level Standards r .
Services provided by the Development Services Technicians (DSTs):
Preliminary plan review
Commercial/residential - new,
Commerical/residential - TI or addition
Post plan review
Commercial residential - new
Commerical/residential - TI or addition •
Phone service
Calls received between 8 a.m. and noon will be returned by 5 p.m. the same business day. •
Calls received between noon and 5 p.m. will be returned by noon the,next business day.
Counter'service
Average wait time is 3 minutes. Maximum wait time is 20 minutes in times of extreme volume or -
limited coverage.
With current staffing, the service level standards are being met." •
119 .
1997/98: Adopted Budget:
City of Tigard, Ocegon
Administration Urban Services Budget Unit:, 2211
Actual Actual Adopted Proposed Approved. Adopted
-:Description 1994/951995196 1996/97 1997/98: 1997/98 1997/98
Personal Services
Positions 0.00 ' 0.00 0.00 1.00 1.00 1.00
Wages 0 0 0 33,629 33,629 33,629
Overtime 0 0 0 0 0 0
Worker's Compensation 0 0 0 124 124 124
Payroll Taxes 0 0 0 2,915 2,915 2,915
Retirement 0 0 0 3,363 3,363 3,363
Group Insurance 0 0 0 5,095 5,095 5,095
Total Personal Services 0 0 0 45,127 45,127 45,127
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 0 0 0 10,750 10,750 10,750
Repair & Maintenance 0 0 0 360 360 360
Special Dept. Expense 0- 0 0 0 0. .0
Office Supplies 0 0 0 5,170 5,170 5,170
Advertising & Publicity 0 0 0 0 0 0
Fees/Dues/Subscriptions 0 0 0 0 0 0
Travel & Training 0 0 0 175 175 175
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 0 0 0 0 0 0
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 0 0 0 16,455 16,455 16,455
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
• Vehicles 0. 0 0 0 0 0
Office Furniture & Equipment 0 0 0 0 0 0
Computer Equipment 0 0 0 0 0 0
• Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
• Total Capital Outlay 0 0 0 0 0 0
Total Budget Unit 0 0 0 61,582 61,582 61,582
• 120
•
1997/98` Adopted. Budget
City of Tigard,' Oregon .
,
Buildin ;Ins ection::: ;Bud et Unit:.`2220
Program Summary: 1997/98 Goals and Objectives:
The Building Division, part of the Community Provide plan review and inspection services for over •
Development Department, is responsible for 4,000 building, site, electrical, plumbing, mechanical, •
reviewing plans, issuing permits, and inspecting sewer, and manufactured home permits.
construction to ascertain compliance with the •
State Building Code (Title 14 of the Tigard Explore the addition of a Housing Inspection program •
Municipal Code [TMC]), which adopts the State in Tigard.
One and Two Family, Structural, Mechanical,
Plumbing, and Electrical Specialty Codes, as Provide enforcement of Title, 14 of the Tigard Municipal ,
well as enforcement of other requirements,of Code and other related codes and ordinances. •
the Tigard Municipal Code and Community
Development Codes and ordinances. The continue to evaluate all areas of service provisions
Building Division is-managed by the Building and enhancements. •
Official and comprised of plans examiners,
inspectors, and support staff. Implement Permit & Inspection program for County •
Urban Services area.
1996/97 Accomplishments:
Program Highlights: •
Provide plan review and inspection services for •
over 3,750 building site electrical plumbing, This year's budget provides for a one-time expense
mechanical sewer and manufactured home (both computer and software) to upgrade our permit
permits. tracking system. The current system is a DOS based
Projected to-provide services for over 4,500 application which will, no longer be supported by the .
building, site, electrical, plumbing, mechanical, vendor. The upgrade i , s to the Windows, version of the, •
sewer, and manufactured home permits. same system. This upgrade should enhance our
services. The permit tracking system is used by almost
Explore-provision of "counter" plan reviews for every City department and contains"an extensive data •
small commercial alterations (service base of property and permit information. •
enhancement due to addition of Plans Examiner
position). With the addition of a commercial At the end of FY 96/97, we added a clerical position' to
plans examiner, a'counter" plan review and provide data entry and inspection intake support. This
permit'service has been added. eliminated the need for inspectors to perform data
entry and should provide for more inspection'time per
Provide enforcement of Title 14 of the Tigard day. This will be monitored this year. •
Municipal Code and other related codes and •
ordinances. The Division continues to provide
enforcement in these areas."
•
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•
•
121 .
•
F
1997/98, Adopted Budget
City,of Tigard; Oregon
Building, Inspection Budget Unit::. 2220
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
Single family units 344 334. 300 275
Single family valuation (in millions) $ 59.4 $ 61.0 $ 54.0 $ 50.0
Multi-family units 108 162 600 375
Multi-family valuation (in millions) $ 4.3 $ 5.0 $ 34.0 $ 19.6
Commercial valuation (in millions) $ 31.9 $ 34.6 $ 40.0 $ 25.0
Other valuation (in millions) - site, misc. $ 1.7 $ 6.4 N/A N/A
structures
Total valuation (in milliions) $ 97.2 $ 107.0 $ 128.0 $ 94.6
Number of inspections 14,786 18,521 18,000 16,000
Total number of permits 2,480 4,283 4,500 4,000
Full Time Equivalent Positions
1994195 1995/96 1996/97 1997/98
Building Official 1.00 1.00 1.00 1.00
Plans Examination Supervisor 0.00 0.00 0.00 1.00
Commercial Plans Examiner 1.00 1.00 0.00 0.00
Plans Examiner 1.00 1.00 2.00 2.00
Senior Inspector 3.00 3.00 3.00 3.00
Inspector II 0.00 0.00 1.00 1.00
Inspector 1 2.00 2.00 2.00 2.00
Administrative Specialist II 1:00 1.00 1.00 1.00
Permit Coordinator 1.00 0.00 0.00 0.00
Administrative Specialist 1 1.00 1.00 1.00 1.00
Customer Service Supervisor 0.00 1.00 0.00 0.00
Development Services Technician 0.00 3.00 0.00 0.00
Total Positions 11.00 14.00 11.00 12.00
Service Level Standards
Inspection requests received on,inspection recorder by 6 p.m. will be performed the next day (some next
day carry-over is required on days of peak work-load combined with staff shortages).
Single family plan review - average two weeks from receiving from Customer Service to return to
Customer Service.
Commercial plan review - new/additions, average 4-6 weeks (large or complicated jobs may take
longer). Alterations, etc., 1-3 weeks from receiving from Customer Service to return to Customer
Service.
NOTE: Some single-family and commercial plan reviews may be provided "over-the-counter", pursuant
to the Over-the-Counter review criteria. With current staffing levels, service standards are being met.
r
• 122
1997/98, Adopted Budget
`City of Tigard; Oregon
Building Inspection Budget Unit: 2220
Actual . , : Actual : Adapted. Proposed Approved: " Adopted;:;
Descrilion 1994/95. 1996/96 = 1996/9T. `1%17/98'-.': 1997/98:. 1997198
Personal Services
Positions 11.00 14.00 11.00 12.00 12.00 12.00
Wages 416,166 530,887 460,557 524,712 524,712 524,712
Overtime 4,156 8,517 5,000 7,000 7,000 .7,000
Workers Compensation 10,036 4,628. 5,874 6,183 6,183 6,18,3.
Payroll Taxes 34,757 44,594 39,729 .46,087 46,087 46,087
Retirement 48,264. 58,895 64,170 55,450 55,450 55,450
Group Insurance 43,004 50,179 49,195 46,102 46,102 46,102 •
Total Personal Services 556,383 697,700 624,525 685,533 685,533 685,533
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 12,545 42,621 60,200 33,000 33,000 33,000
Repair & Maintenance 4,041 4,603 4,220 5,880 5,880 5,880 •
Special Dept. Expense 7,044 10,471 10,630 14,125 14,125 14,125
Office Supplies 2,132 607 0 .0 0 0
Advertising & Publicity 2,931 156 300 660 660 660
Fees/Dues/Subscriptions 1,010- 671 650 915 915 915
Travel & Training 10,326 13,462 19,040 19,385 19,385. 19,385
Fuel Expenses 0 495. 3,890 4,680 4,680 4,680
Computer Software 0 1,066 0 0 0 0
Rents & Leases 0- 0 0 0 0 0
utilities 3,302 4,076 3,575 4,500 4,500 4;500
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 .0 0
Total Materials & Services . 43,331 78,228 102,505 83,145 83,145 83,145
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 41,012 0 0 0 0 0
Office Furniture & Equipment 14,151 16,616 5,050 1,200 1,200 1,200
Computer Equipment 0 3,578 4,800 14,400 14,400 14,400 •
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0 •
Total Capital Outlay 55,163 20,194 9,850 15,600. 15,600 15,600
Total Budget Unit 654,877 796,122 736,880: . 784,278 , 184,278 784,278 •
123
1997/98:.; : Adopted Budget
City of Tigard, Oregon
Building Inspection Urban .Services Bud j et Unit: 2221,
Program Summary: 1997/98 Goals and Objectives:
The Building Division, part of the Community Provide plan review and inspection services for over
Development Department, is responsible for 1,500 building, site, electrical, plumbing, mechanical,
reviewing plans for, issuing permits for, and sewer, and manufactured home permits in the Urban
inspection of construction to ascertain Services area of Washington County.
compliance with the State Building Code (Title
14 of the Tigard Municipal Code [fMC]), which
adopts the State One and Two Family,
Structural, Mechanical, Plumbing, and Electrical
Specialty Codes, as well as enforcement of other
requirements of the Tigard Municipal Code and
Community Development Codes and
ordinances. The Building Division is managed
by the Building Official and comprised of plans
examiners, inspectors, and support staff.
1996/97 Accomplishments:
Program Highlights:
Assisted with program. start-up to provide The Building Division budget provides funds for the
services to portions of unincorporated addition of. 6.5 positions (four Inspectors, one
Washington County. Inspection Supervisor, one Plans Examiner and .5
clerical). The budget also provides funds for leasing
vehicles and a modular unit to house inspectors.
The start up costs of this program were recorded in
June 1997 and included the hiring and recruitment
process and necessary office and field equipment.
124
1997/98..:: Adopted Budget
City of Tigard; Oregon
Bulldin§ Ins ection_- Urban, ervlces Bud ^ et U' Itc. • 2221
Performance Measurements-
Description " 1994195 1995/96 1996197 1997/98,
Single family units N/A N/A N/A - 250
Single family valuation (in millions) N/A N/A N/A $ 48.0
Number of inspections N/A N/A N/A 6,500
Total number of permits N/A N/A N/A 1,500 •
•
Full Time Equivalent Positions
1994195 1995/96 1996/97 1997/98 •
Inspection Supervisor 0.00 0.00 0.00 1.00
i
Inspector II 0.00 0.00 0.00 4.00
Administrative Specialist 1 0.00 0.00 0.00 0.50
.Plans Examiner 1 0.00 0.00 0.00 1.00
0
Total Positions 0.00 0.00. 0.00 6.50 0
Service Level Standards -
Inspection requests received on inspection recorder by 6 p.m. will be performed the following day (some •
next day carry-over is required on'days of peak work-load combined with staff shortages). 0
•
Single family plan review average two weeks from receiving from. Customer Service to return to
Customer Service.
•
Commercial plan review - new/additions, average 4-6 weeks (large or complicated jobs may take, •
longer). Alterations, etc., 1-3 weeks from receiving from Customer Service to return to customer
Service.
NOTE: Some single-family and commercial plan reviews may be provided "over=the-counter", pursuant
to the Over-the-Counter review criteria. With current staffing levels, service standards are being met.
0
•
0
125
0
1997/98 Adopted Budget
City of Tigard; Oregon
Building Inspection - UrbanServices Budget, n t::: 2221:
Actual:.'.....:...,Actual: .Adopted Proposed. Approved Adopted
Description, 1994/95. , 1995/96 1996/97 1997/98: 1997/98-: .1997/98 .
Personal Services
Positions 0.00 0.00 .0.00 6.50 6.50 6.50
Wages 0 0 0 312,296 312,296 312,296
Overtime 0 0 0 0 0 0
Worker's Compensation 0 0 0 4,503 4,503 4,503
Payroll Taxes 0 0 0 27,069 27,069 27,069
Retirement 0 0 0 32,490 32,490 32,490
Group Insurance 0 0 0 33,185 33,185 33,185
Total Personal Services 0 0 0 409,543 409,543 409,543
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 0 0 0 9,530 9,530 9,530
Repair & Maintenance 0 0 0 3,250 3,250 3,250
Special Dept. Expense 0 0 0 7,860 7,860 7,860
Office Supplies 0 0 0 0 0 0
Advertising & Publicity 0 0 0 220 220 220
Fees/Dues/Subscriptions 0 0 0 0 0 0
Travel & Training 0 0 0 7,085 7,085 7,085
Fuel Expenses 0 0 0 4,350 4,350 4,350
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 41,196 41,196 41,196
Utilities 0 0 0 2,860 2,860 2,860
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 0 0 0 76,351 76,351 76,351
Capital Outlay
• Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
• Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 0 0 0 0 0 0
Computer Equipment 0 0 0 0 0 0
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Total Capital Outlay 0 0 0 0 0 0
Total Budget Unit 0 0 0 485,894 485,894 485,894`
• 126
1,997/98 'Adopted. Budget .
City.ot Tigard, Oregon'4 .
Current Plannin
BW et Unit: ,2230
Program summary: 1997/98 Goals and Objectives: ,
The activities within. the Current Planning Complete development code revisions with adoption
program, include providing zoning and by ordinance. ,
development information, as well as conducting-
pre-application conferences and reviewing Implement plan review in county urban service area.
applications for zone changes, sensitive lands .
subdivisions, variances, planned developments, Provide training for planning staff and DSTs for new
land partitions, site design reviews, conditional code and urban service area implementation.
uses, temporary uses, signs, sign code.
exceptions, land use decision appeals to City
bodies and additional coordination and review
with the Long Range Planning division of
comprehensive plan amendments and
annexations. The Current Planning division
applies and, in certain cases, updates the
Comprehensive Plan and the Community .
Development Code. Staff-support is provided to
the Planning Commission, Hearings Officer, four
CITs, two CPOs and miscellaneous working
groups.
1996197 Accomplishments: Program Highlights: •
Begin major revision of develol2nent code Budgeted $3,300 to print copies of new development
including procedural provisions and standards code. •
Revisions in process; streamlining of procedures
will result; Hearing projected for summer or fall. Carrying over $10,000 of original consultant budget
to complete code rewrite.
Participate in producing development standards
for the Triangle. Reviewed standards; Mixed Dropping payment of bounday Commission
Use Employment (MUE) zone is incorporated annexation fees.
into major code revision; reviewing design
standards. Budgeted increase for added Hearings Officer
responsibilities, as result of code rewrite. •
Continue to improve and emphasize the quality
of project review and field checking of approvals Effective July 1; 1997, the Current Planning Division
Report formats are all on macros; worked with will be responsible for Code Enforcement in the City.
Engineering, Building, and DSTs to establish
guidelines for coordination of plan submittal, and Added an Associate Planner position and clerical
ensuring that conditions are met. support to provide planning services in County
Urban Services area.
127
1997/98 Adopted Budget
City of Tigard, Oregon
Current Planning Budget Unit: 2230
Performance Measurements
Description 1994 1995 1996 1997
Director's Land Use Decisions 248 229 238 260
Planning Commission/Hearings Officer 37 40 30 40
City Council Land Use Hearings 21 25 19 20 ,
Full Time Equivalent Positions
1994/95 1995196 1996/97 1997/98
Planning Manager 1.00 1.00 1.00 1.00
Associate Planner 2.00 2.00 2.00 2.00
Assistant Planner 1.00 0.00 0.00 0.00
Administrative Specialist II 1.00 1.00 1.00 1.00
Code Enforcement Officer 0.00 0.00 0.00 1.00
Total Positions 5.00 4.00 4.00 5.00
Service Level Standards
Administrative Review - Director's Decisions
Site Development Review 6-8 weeks
Variance/Lot Line Adjustment 2-3 weeks
Hearings Review
Subdivision/Conditional Use 678 weeks
Planning Commission (Zone Change) 6-8 weeks
Planning Commission/City Council 3-4 months
(Comprehensive Plan Amendments)
Time frames do not include call up or appeals. Time frames are partially dependent on Hearing Body
schedule and project complexity, but the above standards are met for almost all cases.
128
1997/98 -Adopted Budget ; _
' City. of Tigard, Oregon
t Unit 2230
Current Planning Budge .
ed Pco posed ApProved Ado ted
Actual ' : Actiial Adop;
P P
Descript ion: 1994/95 1995/96 : A996197 1997198. 1997/98: , 1997/98 :
Personal Services
Positions 5.00 4.00 4.00 5.00 5.00 5.00
Wages 135,691 145,838 153,399 194,082, 194,082 194,082
Overtime 873 66 0 .0 0 0
Worker's Compensation 628 554 - 656 717 717 717
Payroll Taxes 11,341 12,039 13,296 16,822 16,822, 16,822
Retirement 16,792 16,769 21,476 22,099' 22,099 22,099,
Group Insurance 18,959 17,464 19,506" 24,002 24,002 24,002
Total Personal Services 184,284 192,730 208,333 257,722 257,722 257,722
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 16,166 7,946 .85,350 29,030 29,030 29,030 •
Repair & Maintenance 175 391 . - 40 40 40 40
Special Dept. Expense .750 73 730 660 660 660
Office Supplies 54 64 5,880 0 0 0 •
Advertising & Publicity 5,007 6,334 4,090 6,500 6,500 6,500
Fees/Dues/Subscriptions 3,538 1,857 4,240 1,355 1,355 1,355
Travel & Training 891 2,086 0 4,560. 4,560 4,560.
Fuel Expenses 0 0 0 545 545 545
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 0 0 0 380' .380 380
. .0
Insurance 0 0 0 0 01
Library Materials 0 0 0 0 0 0
-Total Materials & Services 26,581 18,751 100,330 43,070 43,070 43,070
Capital Outlay
Land A Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 2,134 2,954 0 100 100- 100
Computer Equipment 0 209 0 7,130 7,130 7,130 •
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 .0 0 0 01
Total Capital Outlay 2,134 3,163 0 7,230 7,230 7,230. •
Total Budget Unit 212,999 214,644 308,663 308,022 308,022 308,022
129 .
1997/98 Adopted Budget
- City of Tigard,.Oregon
CurrentPlanning. - Urban Services Bud et-Unit: '2231
Program Summary: 1997/98 Goals and Objectives:
The activities within the Current Planning program Process County urban service area land use
include providing zoning and development applications according to City ordinances and
information, as well as conducting pre-application procedures.
conferences and reviewing applications for zone
changes, sensitive lands subdivisions, variances,
planned developments, land partitions, site design
reviews, conditional uses, temporary uses, signs,
sign code exceptions, and land use decision
appeals to City bodies.
1996197 Accomplishments: Program Highlights:
Participated in establishing ordinances and Current Planning's budget provides for hiring an
procedures to facilitate administration of County additional Planner and a half-time Administrative
• applications according to City code. Specialist I. These positions will facilitate processing
applications from unincorporated Washington County.
• 130
1997/98. Adopted Budget
regon
City of Tigard'0
77
Current:: Plan,nm Urban Services', Bud ot'tJnit:: 2231
Performance Measurements •
Description 1994 1995 1996 1997
Director's Land Use Decisions 0 0 0 42
Planning Commission/Hearings Officer 0 0 0 6
City Council Land Use Hearings 0 0 0 0
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Associate Planner 0.00 0.00 0.00 1.00
Administrative Specialist 1 0.00 0.00 0.00 0.50
Total Positions 0.00 0.00 0.00 1.50
Service Level Standards
Administrative Review- Director's Decisions
Site Development Review 6-8 weeks
Variance/Lot Line Adjustment 2-3 weeks •
Hearings Review
Subdivision/Conditional Use 6-8 weeks
Planning Commission (Zone Change) 6=8 weeks
Planning Commission/City Council 3-4 months
(Comprehensive Plan Amendments)
Time frames do not include call up or appeals. Time frames,are partially dependent on Hearing Body
schedule and project complexity, but the above standards are met for almost all cases."
131 .
1997/98 Adopted Budget
Ci of T g_ ~ and, .
ty ' ,Oregon
Current Planning - Urban,Services Budget Unit:'; =2231
Actual:. . ° :Actual.;.:` Adopted Proposed.: APProved' 'Adopted
1994195.. 1995/96 1996/97 1997/98 `1997/98 :1997/98
bescri tion
Personal Services
Positions 0.00 0.00 0.00 1.50 1.50 1.50
Wages 0 0 0 56,968 56,968 56,968
Overtime 0 0 0 0 0 0
Worker's Compensation 0 0 0 361 361 361
Payroll Taxes 0 0 0 4,938 4,938 4,938
Retirement 0 0 0 6,568 6,568 6,568
Group Insurance 0 0 0 7,711 7,711 7,711
Total Personal Services 0 0 0 76,545 76,545 76,545
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 0 0 0 5,400 5,400 5,400
Repair & Maintenance 0 0 0 245 245 245
Special Dept. Expense 0 0 0 70 70 70
Office Supplies 0 0 0 0 0 0
Advertising & Publicity 0 0 0 2,600 2,600 2,600
Fees/Dues/Subscriptions 0 0 0 230 230 -230
Travel & Training 0 0 0 515 515 515
Fuel Expenses 0 0 0 545 545 545
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 0 0 0 190 190 190
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 0 0 0 9,795 9,795 9,795
Capital Outlay
Land & Improvements 0 0 0 0 0 0
- Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0'
Office Furniture & Equipment 0 0 0 50 50 50
• Computer Equipment 0 0 0 1,170 1,170 1,170
Operation Equipment 0 0 0 0 0 0
S Computer Software 0 0 0 0 0 0
• Total Capital Outlay 0 0 0 1,220 1,220 1,220
Total Budget Unit 0 0 0 87,560 87,560 87,560
132
1997/98 ;Adopted Budget -
ciof. TigardOregon
III, .
B d` et Unit2235
Lon Ran a Plannin u
Program Summary: 1997/98 Goals and Objectives: •
Long Range Planning and Project Development Continue to analyze and provide recommendations
is responsible for monitoring and analyzing for Comp Plan and Code Amendments to implement •
present and future.physical, demographic, the Metro 2040 Functional Plan, the Regional
economic and development conditions and Transportation Plan.(RTP), and provide' a public
trends; clarifying and recommending ways to involvement program.
implement shared city goals; developing and
implementing growth management and Assist in redrafting the Development Code.
annexation programs; maintaining, updating, and
implementing Tigard's Comp Plan; conducting Respond to changing policy developments and •
technical studies and specia[planning projects annexation.
such as park and natural area planning, urban
design and special studies; transportation Apply for TGM grants to assist in completion of the . •
planning; coordination of planning issues with Transportation Systems Plan, the.99W Access,
other jurisdictions; developing and maintaining Management Plan; Bull. Mountain and Washington
city wide geographic information mapping Square growth concept work. ,
system.
Respond to applications for comp plan amendments
Long Range Planning provides support to the and zone changes.
City Council, Planning Commission,
neighborhood and community planning Identify & purchase properties within the trail corridor.
organizations. The division also provides policy
support to the City Manager. Complete the park system. master plan.. •
Increase access to Graphic Information System (GIS)
abilities to staff & public.
Increase Internet access to information available
1996/97 Accomplishments: through the G.I.S. system.
Ensured that revisions of Metro's 2040 Plan were Program Highlights.
included in the Code rewrite.
The Pentium' processor will replace the existing GIS
Updated the transportation element to include I. computer work station and will allow increased
5/217 study and portions of the 99W Access efficiency by providing the ability to perform multi-
Management Study. Will. pursue Transportation tasks using the most current GIS software operating •
Growth, Management (TGM) grant to complete systems.
Work. ,
Made revisions to Comp Plan and Dev Code to
create a Mixed Use Employment (MUE) zone
and design standards. i1
Conducted work sessions with CIT's. Written
analysis and testimony to City Council on
~ijnrfinnni Plan
133
1997/98 Adopted Budget
City of Tigard, Oregon
Lon Range Planning Bud et:Unitc 2235
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
Staff CIT meeting N/A N/A N/A 1/Month
Update City Council on Metro issues N/A N/A N/A Once/Month
Grant applications N/A N/A N/A 3 Grants
Produce updated maps N/A N/A N/A Every 6 mos.
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Planning Supervisor 1.00 1.00 1.00 1.00
Associate Planner 3.00 3.00 3.00 3.00
Senior Office Assistant 1.00 0.00 0.00 0.00
Total Positions 5.00 4.00 4.00 4.00 .
Service Level Standards
Respond to customer and applicant questions regarding comprehensive plan amendments,
annexations, greenspaces, park planning, historic resources, Metro 2040 issues, and other long range
• planning issues within 24 hours.
Respond to staff requests for mapping and other related G.I.S. related reports within 24 hours.
Respond to requests for information and reports from the Planning Commission and City Council as
needed.
` Respond to the need for staff representation at C.I.T. meetings.
Provide staff support to the Downtown Merchant's Association.and Community Development Block
• Grant Policy Board as needed.
Represent City interests at regional meetings regarding growth management issues.
Currently, the above service levels are being met.
• 134
1997/98, Adopted Budget =
-City of Tigard, Oregon .
Long-R' singe Planning Budg`et`Unit 2235
Proposed Approved Adopted'
Actual Actual ptedli;
Descri tion 1994/95 1995/96 T9961!97 1997/98 1997/98` ;1997/98'
Personal Services
Positions 5.00 4.00 4.00 4.00 4.00 4.00
Wages 160,859 142,620 175,961 179,083 179,083 - 179,083 •
Overtime, 0 0 1,080 0 0 0
Worker's Compensation 676 566 734 580 580 580 .
Payroll Taxes 13,035 11,766 15,345 14,773 14,773 14,773
Retirement 18,873 14,017 23,576 20,453 20,453 20,453
Group Insurance 17,574 12,780 19,876 12,394 12,394 12,394 •
Total Personal Services 211,017 181,749 236,572 227,283 227,283 227,283
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 30,317 10,305 40,000 0 0 0
Repair & Maintenance 339 21 40 0 0 0
Special Dept. Expense 1,251 3,175 9,670 2,210 2,210 2,210
Office Supplies 222 12 0 0 0 0 •
Advertising & Publicity 642 256 300 0 0 0
Fees/Dues/Subscriptions 1,264 1,403 2,210 1,670. 1,670 1,670
Travel & Training 3,747 3,886 5,850 6,550 6,550 6,550 •
Fuel Expenses 0 0 0 0 .0 .0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0 .
Utilities 0 0 0 0. 0 0
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0 •
Total Materials & Services 37,782 '19,058 58,070 10,430 • 10,430 10,430
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building Improvements 0 0 0 0 0 0 •
Vehicles 0 0 0 0 0 0
Office Furniture Equipment 7,200 6,588 1,550 0 0 0 i
Computer Equipment 0 0 1,100 4,800 4,800 4,800 .
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0. 0
Total Capital Outlay 7,200 6,588 2,650 4,800 4,800 .4,800 •
Total Budget Unit 255,999 207,395 297,292, 242,513 242,513 242,513 .
135 .
1997/98 Adopted Budget
City of Tigard, Oregon
,En ineerin .'Budget Unit: 2240
Program Summary: 1997198 Goals and Objectives:
The Engineering Department is responsible for • Complete all capital improvement projects in
the design and construction of capital accordance with the adopted schedule.
improvement projects to be maintained by the
City. Functions include facilities planning, design, • Revise the standard agreement between developers
technical review, construction inspection, and and the City to ensure timely completion of privately
record-keeping. The department is directed by constructed public improvements.
the City Engineer and each division, as described
below, is directed by an Engineering Manager.
• The Capital Improvement Division manages the
capital improvement program for public streets
and utilities and prepares facilities plans for future
improvement needs.
• The Development Review Division provides
technical review of proposed private development
projects, issues permits for private development
of public facilities, provides inspection to assure
compliance with City standards, and maintains
records relating to public facilities.
1996/97 Accomplishments:
Program Highlights:
• The procedure for reviewing plans of
developments has been improved to more • Twenty major private development projects, totaling
effectively include the review of other approximately 3.1 million dollars of public
departments and ensure timeliness. improvements, were permitted. Several of the larger
projects were in the vicinity of SW Royalty Parkway
• To provide for improved access to construction and Pacific Highway including Tigard Promenade and
as-built-information, as-built drawings have been the 348 unit Arbor Heights apartments.
• scanned and placed on CD. The information will
be available to the, public at the front counter • Major capital improvement projects include
once a computer terminal is installed. completion of improvements to SW Main and
• Commercial Streets as well as the extension of 130th
• • Neighborhood Sewer Extension Program was Avenue including a bridge over Summer Creek.
• initiated.
•
•
•
•
•
•
• 136
0
:1997/98: Adopted: Budget ~
City of Tigard; Oregon
Bud et Unit:: r 2240 r
Engineering
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
The CIP Division will manage the design and N/A N/A 3.9 Mil. 4.0 Mil.
construction of improvements to streets, bridges,
sanitary sewers, storm drainage, and parks.
Work load levels are expected to be at levels
similar to the past four,years.
The Development Review Div. expects a N/A . N/A 3.1 Mil., 3.3 Mil.
continued steady work, load of private
development projects. Currently, pre-application t
and development approval processes indicate a
reduced number of large subdivisions but
continued strong infill and redevelopment activity.
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
City Engineer 1.00 1.00 .1.00 1.00
Engineering Manager 2.00 2.00 2.00 2.00
Project Engineer 1.00 1.00 1.00 1.00
Engineering/Survey Specialist 0.00 0.00 1.00 1.00
Engineering Tech III 3.00 3.00 2.00 2.00
Engineering Tech II" 2.00 3.00 4.00 4.00
Engineering Tech 1 2.00 2.00. -2.00 1.00
Senior Administrative Specialist 1.00 1.00 1.00 1.00
•
'One new position for FY96-97 was not filled.
Total Positions 12.00 13.00 14.00 13.00.
Service Level Standards •
Engineering General - Respond to phone calls or in person requests by'the next business day after
receipt of complaints or requests for information.
Capital Improvement Projects Street Improvements - Notify residents adjacent to streets undergoing
construction at-least two working days prior to any road closures or disruption in traffic-caused by
construction work. Perform construction staking within 48 hours of'request by contractors working on •
Capital Improvement Projects. Investigate and notify Washington County Signal Maintenance of traffic
signal problems within the same day of receipt of.the complaint.
Storm Drainage Investigations - Review storm drainage problem requests within a week after receipt
of requests. Investigate storm drainage problems requiring further action from'the City within two weeks i
after initial review.
Citizen Participation - Present the Capital Improvement Program for each Fiscal Year to the Citizen '
Involvement Teams for input at least one month prior to submittal to the Planning Commission. Provide
the opportunity on specific projects for affected property owners to review and comment on the project
design prior to finalization of the construction drawings.
Private Development - Complete construction plan reviews and redlines in approximately four weeks. a
Larger, more complete projects may take' approximately five weeks. Respond to inspection request .
within 24 hours.
137
1997/98. Adopted Budget .
City of Tigard, Oregon
Engineering Budget'Untfi 2240
Actual Actual Ado Pro' osed APRroved:: Adopted
:Pted p,, .
Descri t!on 1994.195 1995/96' 1996197 1997/98 1997/98: `1997/98
Personal Services
Positions 12.00 13.00 14.00 13.00 13.00 13.00
Wages 472,122 454,821 540,769 552,256 552,256 552,256
Overtime 7,218 10,760 6,066 0 0 0
Worker's Compensation 9,420 3,700 5,152 5,835 5,835 5,835
Payroll Taxes 39,472 38,298 46,773 47,867 47,867 47,867
Retirement 64,044 55,199 76,557 59,226 59,226 59,226
Group Insurance 49,375 46,415 74,914 57,519 57,519 57,519
Total Personal Services 641,651 609,193 750,231 722,704 722,704 722,704
Materials & Services
Water Costs 0 0 0 0 0 .0
Prof. & Contract Services 19,576 23,700 88,300 35,800 35,800 35,800
Repair & Maintenance 8,981 6,641 7,785 8,140 8,140 8,140
Special Dept. Expense 6,241 5,446 7,560 29,300 29,300 29,300
Office Supplies 4,088 3,497 4,250 4,000 4,000 4,000
Advertising & Publicity 0 3,420 0 0 0 0
Fees/Dues/Subscriptions 1,687 1,106 1,260 1,030 1,030 1,030
Travel & Training 3,524 4,468 7,700 6,040 6,040 .6,040
Fuel Expenses 0 188 1,850 1,930 1,930 1,930
Computer Software 0 0 0 .0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 1,275 1,273 2,530 2,000 2,000 2,000
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 45,372 49,739 121,235 88,240 88,240 88,240
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 20,000 0 0 0
Vehicles 0 16,201 0 0 0 0
Office Fumiture & Equipment 8,040 28,463 7,300 5,000 5,000 5,000
Computer Equipment 0 0 8,700 12,300 12,300 12,300
Operation Equipment 0 0 900 0 0 0
Computer Software 0 0 0 0 0 0
• Total Capital Outlay 8,040 44,664 36,900 17,300 17,300 17,300
Total Budget Unit 695,063 703,596 908,366 828,244 828,244 828,244
• 138
1997/98 Adopted. Budget
City.of Tigard,;Oregon
En ineerln Urban Services. Bud et Unit: 2241
Program Summary 1997/98 Goals and Objectives:
The Engineering, Department will be responsible Provide development review services in accordance
for review of privately funded development - with the level of service currently provided by
projects within the Urban Services .area. Washington County: ,
Functions will include: driveway, sidewalk and
grading inspections for developed lots within
subdivisions, pre-application assistance to ,
developers, submittal of comments and
recommended conditions•of approVal'to the
Planning Division during land use application
reviews, construction plan review and permitting ,
of public improvements associated with new
projects, and inspection and administration of
public improvement permits for new projects. .
1996197 Accomplishments: Program Highlights:
N/A Delivery of service to the Urban Services area of
Washington County. was'anticipated to require the
addition of one Engineering Tech'll position.
139
1997/98 Adopted Budget
City of Tigard, Oregon.
Engineering -.Urban Services Widget Unit: 2241
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
The Development Review Division expects the Urban
Services area to see continued single-family subdivision
development at the rate of approximately two to three
projects per year. It is estimated that the average size of
subdivision project will be approximately 60 lots.
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Engineering Tech II 0.00 0.00 0.00 1.00
Total Positions 0.00 0.00 0.00 1.00
Service Level Standards
Private Development - Complete construction plan reviews and redlines in approximately four weeks.
Larger, more complex projects may take approximately five weeks. Respond to'inspection requests within
24 hours.
r
140
r
1997/98 Adopted, "Budget".-.
City of:Ttgard;Oregon., •
nit 2241
Engineering -Urban Services Budget U
Actual y . Actual Adopted Proposed Approved Adopted
Descri 'tion- 1994/95 1995/96 . 1996/97-::F;:::: 1997/98 1997/9& 1997/98
S
Personal Services
Positions 0.00 0.00 0.00 1.00 1.00 1.00
Wages 0 0 0" 39,161 - 39,161 39,161
Overtime 0 0 0 0 0 0
Worker's Compensation 0 0 0 583 583 583
Payroll Taxes 0 0 0 3,394 3,394 3,394
Retirement 0 0 0 3,916 3,916 3,916
Group Insurance 0 0 0 5,095 5,095 5,095 •
Total Personal Services 0 .0 0 52,150 52,150 52,150.
Materials& Services
Water Costs 0 0 0 0 .0 0
Prof. & Contract Services 0 0 0 0 0 0
Repair & Maintenance 0 0 0 820 820 820
Special Dept.' Expense 0 0 0 100 100 100
Office Supplies 0 0 0 300 300 .300 •
Advertising & Publicity 0 0 0 0 0 0
Fees/Dues/Subscriptions 0 0 0 0 0 0
Travel & Training 0 0 0 .550 550 550 w
Fuel Expenses 0 0 0 500 500 5W_
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 4,200 4,200 4,200
Utilities 0 0 0 300 300 300
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0 •
Total Materials & Services 0 0 0 6,770 6,770 6,770
Capital Outlay
Land-& Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 0 0 0 0 0 0
Computer Equipment 0 0 0 0 0 0 •
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Total Capital Outlay 0 0 0 0 0' 0
Total Budget Unit 0 0 0 58,920 58,920. 58,920
141
1997/98 _ Adopted Budget
City.of Tigard, Oregon
S#reet Li hts Signals, Bud et Unit: -2250
Program Summary: 1997/98 Goals and Objectives:
This budget unit provides for the maintenance • Continuation of wooden street pole replacement
and energy costs for street lighting and traff ic program.
signals on public streets. All maintenance work
is done by contract and no city personnel are, • Initiation of new street light program.
funded by this budget. The Engineering
Department manages this budget unit
1996/97 Accomplishments: Program Highlights:
Completed inventory of wooden poles for Costs in this unit continue to rise as the cost of -
possible replacement. electricity continues to'rise. 1997/98 is the second
year of the wooden light pole replacement program
which is anticipated to take 10 years.
Funding for street lights and signals comes solely from
State Gas Taxes distributed to Cities on a monthly
basis.
142
i
1997/98. Adopted: Budget : -
City. of Tigard, Oregon _
~
Street Lights a Signals Budget unit ,2250
Actual Actual Adopted Proposed Approved ' Adopted
Descri tion ; 1994/95 1995/96 1996/97;' ~1997/98 1997/98' " ".1997/98
Personal, Services
Positions 0.00 0.00 0.00 0.00 0.00 0.00
Wages 0 0 0 0 0 0 •
Overtime 0 0 0 0 0 0
Worker's Compensation 0 0 0 0 0 0 •
Payroll Taxes 0 0 0 0 0 0
Retirement 0 0 0 0 0 0
Group Insurance 0 0 0 0 0 0
Total Personal Services 0 6 0 0 0 0-
Materials,& Services
Water Costs 0 0 0 0 0 0
Prof: & Contract Services 6,603 0 0 0 0 0 •
Repair & Maintenance 22,907 11,085 93,000 113,000 155,000 155,000
Special Dept. Expense 0 0 0 0 0 0
Office Supplies 0 0 0 0 0 0
Advertising & Publicity 0 0 . 0 0 0 0
Fees/Dues/Subscriptions 0 0 0 0 0 0
Travel & Training 0 (16) 0 0 0 0 •
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 282,373 283,147 310,000. 320,000 320,000 320,000
Insurance 0 0 0 0 0' 0
LibraryMaterials 0 0 0 0 0 0 •
Total Materials & Services 311,883 294,216 403,000 433,000 475,000 475,000
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
0 -0 0 0
0 0
Vehicles
Office Furniture & Equipment 0 0 0 0. 0 0
Computer Equipment 0 0 0 0 0 0
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Total Capital Outlay o 0 0 0 0_. 0
r
Total Budget Unit 311,883 294,216 403,000 433,060 475,000 475,000
143 •
I
I
Policy and Administration Program
Mayor & City Council
i
Administration
Human Resources
i
Risk Management
Network Services
i
Finance
Accounting
Office Services
Records
Municipal Court
i
i
I
City of Tigard, Oregon
City of Tigard, Oregon
1997/98 Adopted. Budget
.
City of Tigard, :Oregon
Policy and Administration Program
Policy
and
Administration
city city
Administration Finance
Mayor & Finance
City Council Department
City Visioning Accounting
Administration
Human Office
Resources services
Risk Records
Management
Network Municipal
Services Court
Actual,Adopted Proposed Approved AdoPted
Actual '
Description, 1994195: 1995/96_ 1996197 1997/98 1997198 1997/98
# Positions 28.00 29.00 31.00 31.00 32.00 32.00
Personal Services 1,243,280 1,407,835 1,628,527 1,711,100 1,763,100 1,763,100
Materials & Services 650,622 674,950 902,545 722,666 723,166 723,166
Capital Outlay 120,113 135,601 87,925 89,100 91,100 91,100
Total Policy & Administration - by Category 2,014,015 2,218,386 2,618,997 2,522,866 2,577,366. 2,577,366
Mayor & City Council 44,365 50,044 108,832 75,192 75,192 75,192.
City Administration 356,047 363,332 415,204 406,902 406,902 406,902
Human Resources 215,194 303,376 312,206 312,472 312,472 312,472
Visioning 0 0 55,900 9,350 9,350 9,350
Finance 149,241 175,898 127,303 106,605 106,605 106,605
Network Services 163,193 189,605 276,423 269,442 323,942 323,942
Accounting 423,926 431,000 483,209 537,647 537,647 537,647
Risk Management 258,291. 256,655 316,663 314,099 314,099 314,099
. Office Services 191,795 211,424 207,309 208,279 208,279 208,279
Records 71,743 92,536 122,467 114,995 114,995 114,995
Municipal Court 140220 144,516 193,481 167,884 167,884 167,884
Total Policy & Administration - by Department 2,014,015 2,218,386 2,618,997 2,522,866 2,577,366 2,577,366
144
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City 'of Tigard, Oregon •
1
- 1
1997/98 :Adopted Budget
ity of Tigard, Oregon
C
and Istration Program
t ;
City. Administration.Departmen
City
Administration
Mayor and City Human Risk Computer
City Council Administration Resources Management Systems
8
Visioning
i
°Actual ; Actual Adopted Proposed _ Approved. Adopted.:..
Description., 1994/95 1995196't 1996/97 :1997/98 1997/98 1997/98
# Positions 9.50 10.50 12.50 12.50 13.50 13.50
Personal Services 562,407 679,337 . 831,328 850,948 902,947 902,947
Materials & Services 384,466 426,678 601,130 491,939 492,439 492,439
Capital Outlay 90,217 56,997 52,770 44,570 46,570 46,570
Total City Administration - by Category 1,237,090 1,163,012 1,485,228 1,387,457 1,441,956 1,441,956
Mayor & City Council 44,365 50,044 108,832 75,192 75,192 75,192
City Administration 356,047 363,332 415,204 406,902 406,902 406,902
Human Resources 215,194 303,376 312,206 312,472 312,472 312,472
Visioning 0 0 55,900 9,350 9,350 9,350
Risk Management 258,291 256,655 316,663 314,099 314,099 314,099
Computer Systems 163,193 189,605 276,423 269,442 323,942 323,942
Total City Administration - by Dept. 1,037,090 1,163,012 1,485,228 1,387,457 1,441,956 1,441,956
145
1997/9&Adopted. Budget'
City of Tigard, Oregon
Ma .or and.Ci,Council- Bud et Unit: 3110
Program Summary: 1997198 Goals and Objectives:' .
The Mayor and City Council, are elected from the Public Facilities:
City at larger The Mayor and City Council *Develop comprehensive public facility plans for
formulate Citywide policy and law by: streets, sidewalks & sewer system trunk lines •
*Support concept of passenger rail 'service
*'identifying problems and needs through Tigard
* establishing community goals *Promote planning/funding for 99W improvements •
* determining objectives *Implement Traffic Calming study recommendations
* developing and analyzing alternative *Participate in public transit improvement plans
means for achieving objectives with neighboring jurisdictions
' establishing priorities Planning Studies: •
* developing programs *Support future planning in three identified areas:
* implementing programs Washington Square/Scholls/Walnut Island
* acquiring feedback *Support parks master planning •
*Support Youth Center study
1996/97 Accomplishments:
Visioning Program:
* Considered a preliminary plan presented by 'Continue to support program & maintain schedule
private interest groups for a Youth Center.
* Implemented plan to improve media Evaluate Program Areas (Measure 50 Impacts)
relations. *Police Department Specialty Programs •
* Resolved the issue of authority and re- 'Library Programs
sponsibility for the Planning Commission
and Citizen' Involvement Teams. Employee Welfare
* Developed a long-range space plan for *Emphasize accomplishments of staff/departments
City facilities. (On hold while Measure 50 *Address work space.needs. •
issues are being resolved). *Implement workplace violence recommendations
* Conducted a Charter review and sub- Plant 2000 Trees by the Year 2000
mitted two ballot measures that were
approved by voters in November. Program Highlights
* Developed a long-term computer system A community-wide visioning process, Tigard
plan. Beyond Tomorrow, is.well underway. More 0
* Continued to work on the problems of than 40 clubs and service groups were
Tigard's homeless. contacted, a community survey completed
' Implemented community-wide visioning and analyzed, and a 35-member Vision
process. Task Force was formed to concentrate on
* Considered and acted on issues to pro- target areas and goals.
-mote programs for affordable housing. Adopted revised zoning'and design
standards for the Tigard Triangle.
* Measure 50 (property tax limitation
measure approved by voters in November)
impacted several goals in mid-implementa-
tion. Goals affected, included the long-range
City facilities' space plan, the long-range
computer plan, and some program areas in the
Police and Library departments.
146
1997/98 Adopted Budget
City of Tigard, Oregon
Mayor and City Council - Budget Unit: 3110
Performance Measurements
Description 1994195 1995/96 1996/97 1997/98
Population served 33,430 35,000 36,340 37,400
Number of Council meetings. 38 36 38 38
Average hours of Council meetings. 3.50 4.30 3.90 4.00
Number of ordinances adopted. 29 35 42 40
Number of resolutions adopted. 60 72 71 70
Full Time Equivalent Positions
Mayor and City Council are not classified as full-time employees, and are therefore not counted as full
time equivalents. Wages and benefits are intended to compensate officials for their time and efforts
serving the City.
Service Level Standards
1. Exercise discretionary powers of the City, both legislative and executive, through the City
Manager.
2. Adopt City laws and update them as needed.
• 3. Determine City policies and set standards.
4. With advice from the Budget Committee, determine how much will be spent and for what
• purposes.
5. Formulate financial policy and when appropriate forward recommendations to the voters.
147
I
t-'
1997/98 :Adopted;Bud'
ge.
,
Clty!of_Tigard; Oregon ~
-
Mayor and City Council Budget Unit: 3110
'Actual ' . -Actual Adopted Propdsed ,;.Approved.: Adopted
Description: 1994/95 1995/96. 1996197 1997/98*. ° 1997/98 1997/98
Personal. Services
Positions 0.00 0.00 0.00 0.00 0.00 0.00 •
Wages 6,600 8,055 11,400 16,200 16,200 16,200
Overtime 0 0 0 0 0 0
Worker's Compensation 101 48 38 55 55 55 •
Payroll Taxes 1,160 - 701 988 1,404. 1,404 1,404
Retirement 0 0 0 0 0 0
Group Insurance 20,690 20,730 31,311 17,356 17,356 17,356
Total Personal. Services 28,551 29,534 43,737 35,016 35,016 35,016
Materials & Services
Water Costs 0 0 0 .0 0 0
Prof. & Contract Services 238 3,877 21,650 13,660. 13,660 13,660 •
Repair & Maintenance 72 113 900 1,000 1,000 1,000
Special Dept. Expense 1,424 764 2,520 1,350 1,350 1,350
Office Supplies 3,295 3,041 4,500 4,000 4,000 4,000
Advertising & Publicity 3,276 4,271 4,500 4,000 4,000 4,000 •
Fees/Dues/Subscriptions 1,217 1,258 2,025 1,585., 1,585 1,585
Travel & Training 5,494 6,362 14,000 10,831. 10,831 10,831
Fuel Expenses 0 0 0 0 0 0 .
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 .0 0 0 0
Utilities 84 175 440 1,900 1,900 1,900 •
Insurance 0 0 0 0 0. 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 15,100 19,861, 50,535 38,326 38,326 38,326
Capital. Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0.
Office Furniture & Equipment 714 649 8,060 0 0 0 .
Computer Equipment 0 0 61500 1,850 .1,850 1,850
Operation Equipment 0 0 0 0 0 0
Computer Software _ 0 0 0 0 0 0 .
Total Capital Outlay 714 649 14,560 1,850 1,850. 1,850
Total Budget Unit 44,365 50,044 108,832 75;192 75,192 75,192 .
148
1997/98 Adopted Budget -
City,of Tigard, Oregon
City Administration Bud etUnit: 3120
Program Summary: 1997/98 Goals and Objectives:
City Administration provides support to the City * Media educate the media on issues the city
Council and is responsible for the overall wishes to bring to the public.
operation of the City by: * Measure 50 - keep Council informed of the
action necessary to comply with Measure 50;
* Enforcing city laws; applying Council policy. to bring new information to Council as it
* Expending funds as authorized in the budget. develops so the city may respond in a responsi-
* Recommending policy for position or action to ble manner; to make recommendations on
Council on legislative, financial programs, steps needed to respond to Measure 50 while
capital improvements, employment services continuing delivery of city services; to guide
and other matters as requested. Council through'the initial budget process.
* Investigating and acting on complaints. * Citizen Involvement Teams evaluate the CIT
* Providing assistance to Council through process; evaluate ways to promote more public
meeting preparation, record keeping, meet- involvement with better input; recommend im-
ing follow-up and ordinance codification. provements to the process.
* Responding to requests pertaining to Council * Water continue to be involved in regional and
process and record. local water discussions while keeping the city
* Coordinating local elections. in the mainstream of the discussions; keep
* Maintaining professional community and busi- council advised of the options as they develop;
ness relationships with organizations, elected keep the long-term objective of the city
officials, outside agencies and others. having ownership position in all negotiations.
* Coordinating special events. * Development services monitor Community
* Providing information for distribution to Development attainment of service level
citizens. standards.
* Providing information and being responsive to * Visioning keep the visioning program on track
members of the media concerning requests following the established schedule of activities.
on city issues.
1996/97 Accomplishments: Program Highlights:
* Worked on Council goals and assisted the A community-wide visioning process, Tigard
support staff in their efforts to realize the Beyond Tomorrow, is well underway. In 1996,
Council's 1996/97 goals and objectives. more than 40 clubs and service groups were
* Provided Council with timely, accurate infor- contacted, a community survey completed and
• mation on a regular basis. analyzed, and a Vision Task Force was formed
* Maintained connection between citizens and to concentrate on target areas and goals.
their government ensuring adequate and
appropriate opportunities for input and involve- * Several city events were sponsored and
ment on issues. successfully carried out: Volunteer Banquet,
* Communicated with city staff Council policy Tigard Hot Air Balloon Festival and Tree Lighting.
decisions and provided meeting follow-up
information. * Established the Mediation Program by contract-
* Emphasized training for staff on citizen ing with Beaverton. This Program has been
service and ethics. used several times this year by Tigard residents.
149
1997/98 Adopted: Budget
City of Tigard, Oregon
Ci Administration : -Budget Unit: - 3120
Performance Measurements
Description 1994195 1995/96. 1996197 1997/98
Population served 33;430 35,000 36,340 37,400
Citywide Newsletters (Issues per Year) 12 12 12 12
Customer Service Surveys 1 0 1 1 •
Board and Committee Training 2 2 2 2
Citizen Inquiries and Responses . 2,000 2,000 2,000 2,000
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98 •
City Manager 1.00 1.00 1.00 1.00
Asst. to City Manager/Citizen Involvement Coordin. 1.00 .1.00 1.00 1.00
City Recorder 1.00 1.00 1.00 1.00
Assistant to City Administration 1.00 1.00 . 1.00 1.00 •
Administrative Specialist 0.00 0.00 0.50 0.50
Total Positions 4.00 4.00 4.50 4.50
Service Level Standards
Leave time daily to address issues generated by citizens; the length of time, to resolve the •
issue varies depending on the issue (ranging from immediate, same-day response to several
weeks).
* Council packets (containing staff reports and documentation on items listed on the Council i
agenda) completed and. distributed one week prior to the Council meeting.
* Council follow-up (draft minutes, post ordinance, distribute documentation; write and mail
letters) completed within five working days after the Council meeting.
* Produce the Cityscape once a month with deadlines set to assure printing and delivery"prior to
the first day of the month.
* Maintain tentative agendas; keep staff and Council informed of upcoming Council business by
distributing the tentative agendas at least once a month. .
' Distribute routine correspondence to Council twice weekly; arrange to get more urgent messages
to council as soon as possible (either by fax or delivery).
150
1997/98 Adopted Budget
City of Tigard, Oregon
City Administration Budget-Unit: -3120
Actual Actual. Adopted Proposed " Approved Adopted
Description 1994/95 1905/96- 1996/97 1997/98 1997/98 1997/98
Personal Services
Positions 4.00 4.00 4.50 4.50 4.50 4.50
Wages 203,535 218,140 234,175 249,182 249,182 249,182
Overtime 3,049 899 2,470 0 0 0
Worker's Compensation 846 918 1,295 1,152 1,152 1,152
Payroll Taxes 16,628 16,911. 18,858 19,924 19,924 19,924
Retirement 25,346 24,491 33,130 29,680 29,680 29,680
Group Insurance 15,374 11,895 20,686 18,772 18,772 18,772
Total Personal Services 264,778 273,254 310,614 318,709 318;709 318,709
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 14,821 9,402 18,250 8,200 8,200 8,200
Repair & Maintenance 2,282 112 3,455 4,885 4,885 4,885
Special Dept: Expense 18,617 6,492 10,100 10,050 . 10,050 10,050
Office Supplies 9,433 7,054 8,300 10,100 10,100 10,100
Advertising & Publicity 30,207 40,390 45,930 36,750 36,750 36,750
Fees/Dues/Subscriptions 4,161 4,359 3,295 2,894 2,894 2,894
Travel & Training 4,602 11,691 11,580 11,164 11,164 11,164
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 125 171 680 300 300 300
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 84,248 79,671 101,590 84,343 84,343 84,343
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 7,021 10,407 2,100 1,856 1,850 1,850
Computer Equipment 0 0 900 2,000 2,000 2,000
Operation Equipment 0 0 0 0 0 0
Computer Software - 0 0 0 0 0 0
Total Capital Outlay 7,021 10,407 3,000 3,850 3,850 3,850
Total Budget Unit 356,047 363,332 4151204 406,902 406,902 406,902
~ 151
19,97/98 Adopted: Budget,.
City, of Tigard, Oregon
Bud et tJnitc -,3130
Human Resources.
Program Summary 1997/98 Goals and Objectives:
Human Resources is responsible for providing a * Complete the development of ,a computerized
comprehensive human resources system which will' human resource information system
promote the optimum utilization of our workforce
resources, attract and retain the best qualified *'Plan and conduct training. workshops for
personnel, and provide managers with the support employees and supervisors
and assistance to competently manage their
personnel resources . This includes providing a * Complete collective bargaining negotiations with
framework of public personnel administration OPEU for contract ending June 1998
practices that comply with local, state and federal o!
laws. Program services include the coordination and * Distribute and provide necessary orientation and •
administration of employee benefit programs training on updated personnel policies
including health, dental, vision, life, and other
insurance's, recruitment and selection, job *.Implement Workplace Violence Study .
evaluation and classification, wage administration, recommendations
labor relations including contract negotiations,.
administration and-dispute resolution , employee * Present Supervisor's Training Program
training and development, human resource planning, •
performance appraisal and management, employee Program Highlights:
relations, affirmative action and equal employment
opportunity, personnel records administration,. Assist departments with re-designing jobs, evaluation •
personnel policy development and administration, alternative scheduling options, telecommuting,
human resource information systems and related contracting, outplacement services, etc., as the
services. Additional services aimed at supporting a organization looks for ways to meet reduced revenues
productive work environment include employee and optimize the use of personnel resources.
recognition programs, special events, employee
communications and publications, wellness program, * Implement Workplace Violence Study ,
Employee Assistance Program, employee recommendations including City wide training for all staff •
counseling, diversity programs, new employee to include prevention, safety, resources, first aid, and
orientation, supervisors training program, and career supervisor's training.
development. •
* The current contract with OPEU representing some 91
1996/97 Accomplishments: employees, will expire June 30, 1998. Contract
negotiations for a new labor agreement will begin during •
* Citizen Service Training for approximately 200 FY 97/98.
City, employees.
* Settlement of the OPEU labor contract.
* Implementation of the City wide Classification and
Compensation Study.
* Development of a Workplace Violence Prevention
Program.
* Design of a new Supervisory Training Program.
* Review and update to all City Personnel Rules
and Policies. •
* Created self-service for benefit forms and
automated personnel documents for departmental
use:.
152.
1997/98 Adopted" Budget
City of Tigard, Oregon._
Human. Resources Budget Unit: 3130
Performance Measurements
Description 1994195 1995/96 1996/97 1997/98
Total number of recruitment 14 19 39 30
Total number of applications/resumes N/A N/A 3,550 3700
Total number of positions'filled N/A N/A 43 30
Total number of participants in training N/A N/A' 246 130
Total number of employee training program hours N/A N/A 64 90
Total number of training sessions N/A N/A 8 15
Total number of job classification reviews N/A N/A 5 4
Total number of compensation reviews N/A N/A 14 2
Total number of walk-ins to reception N/A N/A N/A 950
Total number of calls to reception N/A N/A N/A 1100
Total number of new employee orientation sessions 14 19 39 30
Total number of requests for assistance or information
on employee benefits N/A N/A N/A 210
Total number of personnel action forms processed N/A N/A 156 160
Total number of employees attending City sponsored
events N/A N/A N/A 150
Total number of staff hours in contract negotiations,
grievance processing, and contract administration N/A N/A N/A 120
Full Time Equivalent Positions
1994195 1995/96 1996/97 1997/98
Human Resources Director 1.00 1.00 1.00 1.00
Senior Human Resources Analyst 1.50 1.50 1.50 1.50
Human Resources Technician 0.50 0.50 1.00 1.00
Total Positions 3.00 3.00 3.50 3.50
Service Level Standards
• All job vacancies advertised within 14 days of request from department to hire
• • New employees receive benefits orientation within 10 days of hire date
• Personnel action forms processed within payroll period
• Reviews for classification and/or compensation issues completed within 3 weeks of request
r • All calls returned within 24 hours of receipt
• Employee information is accurate and available upon request
• Policies and procedures are updated as organizational needs require
• Supervisors receive monthly personnel evaluation report
153
. i
1 99719$:.,Adopted Budget_
r.
-.City.of Tigard," Oregon
Au man~:Resours Budget Unitc 3130
e Approved
Actual Actual Adopted Proposed'
; •
Descrl tlorii1994/95 1995/96 1996197_,.:.: 1997198-.1997/98 -.1997/98
Personal Services
Positions 3.00 3.00 3.50 3.50 3.50 3.50
Wages. 122,410 148,768 154,159 167,573 167,573 167,573
Overtime. 87 434 0 0 0 0
Worker's Compensation 445 513 795" 570 570 570 •
Payroll Taxes 9,702 12,348 13,163 14,257 14,257'. 14,257
Retirement 14,041 8,678 21,582 20,109 20,109 20,109
Group Insurance .10,129 15,546 15,722 11,679 11,679 11,679 •
Total Personal Services 156,814 186,287 205,421 214,186 214,186 214,186.
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 37,689 87,692 42,550. 63,197 63,197 63,197.
Repair & Maintenance 674 79 500 300 300 300
Special Dept. Expense 3,880 7,233 9,025 5,872 5,872 5,872
Office Supplies 4,155. 7,629 16,800 11,550 " 11,550 11,550
Advertising & Publicity 1,519 7 0 0 0 0
Fees/Dues/Subscriptions- 1,162 803 4,255 3,972 3,972 3,972
Travel & Training 5,906 3,754 28,655 '10,895 10,895 10,895 i
Fuel Expenses 0 0 0 0, 0 0 •
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0.
utilities 0 0 0 0 0 0
Insurance 0 0 0 0 0 0 •
Library Materials 0 0 0 0 0 0
Total Materials & Services 54,985 107,197 - 101,785 95,786 95,786 95,786
Capital Outlay
Land & Improvements 0 0 0 0 0 0 •
Building & Improvements 0 0 0 0 0. 0
Vehicles 0 0 0 0 0. 0
Office Furniture & Equipment 3,395 2,001 2,000 0 0 0
Computer Equipment 0 7,891 3,000 0 0 0
Operation Equipment 0 0 0 2,500 2,500• 2,500
Computer Software 0 0 0 0 0 0
Total Capital Outlay 3,395 9,892 5,000 2,500 2,500 2,500
Total Budget Unit 215,194 303,376 312,206, 312,472 312,472 3129,472
154
1997/98:. Adopted: Budget
City of Tigard, Oregon
Vlsionin Budget Unit: 3140
Program Summary: 1997/98 Goals and Objectives:
The Visioning Program entitled "Tigard Beyond Tommorow" * Form Action committees of up to 10 people (citizens,
is an 18=month long process to determine a vision for the staff and other resources) for each target area to
community. This process will also set goals for addressing develop strategies and actions to meet the goals.
issues of concern raised by citizens.
Develop benchmarks to measure progress towards
Key components include: a partnership with the school accomplishing goals.
district, a citizen survey (involving citizens in every step of
the process), developing benchmarks to measure our • Issue a report to the citizens in early 1998 that
success and an annual progress report. includes a description of the process, the vision
statement, target areas, goals, benchmarks, and a
progress report component.
1996197 Accomplishments:
* Established a partnership with the Tigard- Program Highlights:
Tualatin School District to involve the school
board, administrators, teachers and students in Community-wide open houses to give citizens an
the vision process. opportunity to provide input on areas of concern,
goals and the vision statement.
* Spoke to 29 community groups (approximately
400 people) in the Fall of 1996 about the ' Presentation to schools and community groups to
visioning process. educate citizens and students about the vision.
• * Conducted a phone survey with about 400
responses, and a survey in the CITYSCAPE,
Chamber Hotline and Regal Courier for almost
• 900 responses.
* Formed a Vision Task Force of 30 people who
represent a cross section of the community to
develop a vision statement, target areas and
goals to address the target areas.
* Visioning logo designed and developed by a
Tigard-Tualatin School District student.
155
1. 99.7/98;.?.'Adbpted:; Budget
City of Tigard Ore§on
s.
- Budget Unit:. 3140
visioning;
•
•
Performance Measurements •
Description 1994195 1995/96 1996/97, . 1997/98
•
Open Houses N/A N/A N/A 6
Presentations to Groups N/A N/A 29 60
•
Annual.Reports N/A N/A N/A 1
Citizens attending meetings N/A N/A 15 , 500
•
•
Full Time Equivalent Positions
•
1994/95 1995/96 1996197 1997/98 .
No Personnel Services Budgeted for this unit. N/A N/A 0 0 .
•
•
Total Positions 0 .0 0 0
i
•
Service Level Standards
•
* Reach all citizens with information on the vision process.
•
* Be available to present vision to citizen groups and schools. .
* Produce and release vision annual report. •
•
•
•
156
1997/98 Adopted Budget
City of Tigard, Oregon
Budget. Unit: 3140
Visioning.,-,
Actual Actual' Adopted Proposed Approved . Adopted
Descri tlon 1994195 1995/96 1996/97 1997198 1997/98 1997/98.
Personal Services
Positions 0.00 0.00 0.00 0.00 0.00 0.00
Wages 0 0 0 0 0 0
Overtime 0 0 0 0 0 0
Worker's Compensation 0 0 0 0 0 0.
Payroll Taxes 0 0 0 0 0 0
Retirement 0 0 0 0 0 0
Group Insurance 0 0 0 0 0 0
Total Personal Services 0 0 0 0 0 0
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 0 0 29,500 1,000 1,000 1,000
Repair & Maintenance 0 0 0 0 0 0
Special Dept. Expense 0 0 0 0 0 0
Office Supplies 0 0 19,400. 6,750 6,750 6,750
Advertising & Publicity 0 0 4,000 0 0 0
Fees/Dues/Subscriptions 0 0 0 0 0 0
Travel & Training 0 0 3,000 1,600 1,600 1,600
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 0 0 0 0 0 0
• Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 0 0 55,900 9,350 9,350 9,350
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 0 0 0 0 0 0
• Computer Equipment 0 0 0 0 0 0
-Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Total Capital Outlay 0 0 0 0 0 0
Total Budget Unit 0 0 55,900 9,350 9,350 9,350
157
1997/98 Adopted Budget:.:
City.of Tlgard, Oregon
Bud et Unit: '3310 •
Risk Mana ement.
Program Summary: 1997/98 Goals and Objectives:
The Senior Analyst/Risk Manager is responsible to the ' Support'citywide visioning process
City Manager for the-following program areas:
' Support Solid Waste Efficiency Task Force
Risk Management - coordinating a City-wide program -
this focus has resulted in a proactive approach in the ' Develop standard environmental assessment •
protection of City assets from losses that would process for-land City acquires
unduly impact the City's operations and its financial
integrity; ' Resolve & close FEMA filings for 1995/96 storm
events
Solid Waste Oversight - a joint effort is being made by
the City and Washington County to take a proactive '"Audit of Workers Compensation financial reports •
approach to the significant changes occurring in the
solid waste industry and in meeting the Metro-wide ' Develop Special Events Handbook for staff use
Waste Reduction Goals;
* Update ADA compliance plan for all City facilities,
Special Projects - for the City . Manager. These include programs and services
serving as the City-wide ADA Coordinator for facilities, ,
programs and services; staff support for the City-wide
visioning process; disaster financing resolution;
emergency management plan review team; etc:
1996197 Accomplishments: •
Program Highlights:
* Reviewed and updated all insurance coverages
for property, liability, and workers compensation. ' ADA compliance review of all City facilities,
Worked with Council's Solid Waste Efficiencies programs and services is scheduled due to
Task Force to determine efficiencies for hauler changes in ADA rules as a result, of national
implementation and the City's role in "regional court findings
solid, waste concerns. •
Accomplished Americans with Disabilities Act ' Solid Waste Efficiencies Task Force will be
compliance review of all water facilities. making recommendations to the City Council
Compliance plan will be implemented over the regarding the city's role in regional, solid waste •
.next two years. issues as well as looking to review efficiency
Managed, financial filings for two major storm recommendations of the haulers
events. FEMA funds received on all but two •
requests"which are on-going projects at this time. ' Citywide visioning is timely for our community. "
* Upgraded process for better property and liability The result of the visioning process will be
claim tracking. direction for community-wide decision makers
Created and implemented process for obtaining with the goal of decisions in our community •
State funding assistance for City's workers' being reflective of citizens' concerns and •
compensation claims. desires.
Obtained on-line access from insurer for workers'
compensation claim files. •
158
1997/98- Adopted Budget =
City of Tigard, Oregon .
Risk Management 'Budget Unit: 3310
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98*
Objective: Reduce Exposure on Property &
Liability Claims
# of Claims against City 27 31 35 40
# of Open Claims 2 4 0 0
# of No-Fault Claims Closed 16 15 25 26
# of At-Fault Claims Closed 9 12, 10 14
% of At-Fault Claims Settled without Litigation 93% 87% 100% 100%
1994195 1995/96 1996/97* 1997/98*
Objective: Reduce Exposure on Workers'
Comp Claims
# of FTE (City-wide) 187.56 195.61 205.61 223.16
# of Claims Filed 28 24 27 32
# of Time Loss Days Due to Injury 225 32 200 30
Experience Modification History** .086 .088 .090 .094
Estimated
Experience Mod Is computed on 1.00 being the average
Incident rate for similar work nationwide.
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Sr. Analyst/Risk Manager 1.00 1.00 1.00 1.00
Risk Assistant 0.50 0.00 0.00 0.00
Risk Technician 0.00 0.00 1.00 1.00
Total Positions 1.50 1.00 2.00 2.00
Service Level Standards
* Answer correspondence within 6 working days of receipt
* Obtain insurance coverage and keep current (heavy focus 2/1 - 6/30 each year)
• * Review and file all claims to the appropriate insurer within 24 working hours of receipt
* Coordination of local solid waste franchise contracts, service provision and financial review
* Weekly monitoring of regional solid waste issues .
* Coordinate employee safety training, ensuring monthly follow-up on City-wide Safety Committee
recommendations
* Investigate and respond to all ADA complaints filed with the City within 30 days of filing
159
1997/98. Adopted Budget
- 'Cityof Tigard; Oregon ~
Risk Management Budget Unit 3310 •
al . • Actual Adopted:'::-Proposed Approved'. ~
Acto
Descri tion . 1994195 1995/96 `1996/97 :1997198:- 1997198- 1997198
Personal Services
Positions 1.50 1.50 2.00 2.00 2.00 2.00
Wages 60,311, 62,622 81,972 87,086. 87,086 87,086 •
Overtime 0 80 0 0 0 0 S
Worker's Compensation 288 315 472 406, 406 406 •
Payroll Taxes 4,152 4,932 7,105 7,548 7,548 ..7,548
Retirement 6,826 6,945 11,476 10,450 10,450 10,450
Group Insurance 7,405 7,205 12,908 12,300 12,300 12,300 •
Total Personal Services 78,982 82,099 113,933 117,790 -117,790 117,790
Materials_& Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 9,802 5,611 13,505 6,220 6,220 6,220
Repair & Maintenance 575 0 0 0 0 0
Special Dept. Expense 0 1,305 0 200 -200 200
Office Supplies 1,674 2,341 3,400 .3,400 3,400. 3,400
Advertising & Publicity 129 148 200 0 0 0
Fees/Dues/Subscriptions 1,768 1,403 1,520 1,550 1,550 1,550
Travel & Training 3,126 2,258 5,895 4,850 4,850. 4,850
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 1,000 0 0 0 0
Rents & Leases 0 0. 0 0 0 0 •
Utilities 0 0 0 130 130 130 .
Insurance 162,235 158,783 172,410 177,959 177,959 , 177,959
Library Materials 0 0 0 0. 0 0
Total Materials & Services 179,309 172,849 196,930 194,309, 194,309 194,309
Capital Outlay
•
Land & Improvements 0 0 0 .0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 0 1,707 3,625 0 0 0 •
Computer Equipment 0 0 2,175 2,000 2,000 2,000
Operation Equipment 0 0 0 0. 0 0,
Computer Software. 0 0 0 0 0 0- •
Total Capital Outlay 0 1,707 5,800 :2,0002,000 2,000
Total Budget Unit 258,291 256,655 316,663 314,099. 314,099 314,099 •
160
1997/98 Adopted Budget
City of Tigard, Oregon
Network Services Bud ett Unit: 3220
Program Summary: 1997/98 Goals and Objectives:
The Network services department provides computer Maintain the highest level of reliability for network
and telephone services to all departments in the city. services while keeping costs to a minimum.
The Director of Network Services is a part of-the
Administration Department and reports to the City ' Expand the capabilities of network computing to all
Manager. departments.
The computer network provides service and support Expand usage of NT and Windows 95 in high-compute"
to 200 personal computers located in all branches of areas, such as Engineering.
the city government. Network Services is
responsible for hardware acquisition and Provide Internet access to more employees.
maintenance, and system-wide software acquisition
and maintenance. Network services also provides Establish User Groups within the city.
consultation and assistance to all departments
wishing to purchase department specific software Increase City Council usage of network services.
and/or hardware.
Re-introduce training classes for new employees or for
The telephone system provides deskset, cellular and subjects not previously covered.
pager service to all departments. This includes
ordering, scheduling of installations, purchase, and
maintenance.
Program Highlights:
1996/97 Accomplishments:
Produced World Wide Web presence for City of Tigard.
Completed conversion of all city workstations to
Windows technology. Provided Internet Mail and World Wide Web access to
all departments.
• Brought Internet Mail and World Wide Web access
to all departments. Maintained Network reliability in excess of 99%
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Published City of Tigard Home Page on the World Operating with 30% staffing level, when compared to
Wide Web industry standards. Applying these standards to Tigard
would result in five technicians for Tigard. We have
Provided dialup service to staff and city council one technician in Computer Services and one-half FTE
members. Telecommunications Analyst in Telephone Service.
Provided public access terminals in the Library and This budget includes the addition of a second Network
• in City Hall lobby. Technician to help support Network Services.
Expanded use of modern software, allowing
employees to better disseminate information, both
internally and externally.
161
1997/98 Adopted Budget
City of Tigard,- Oregon ~
Bud O: Unit 3220.
Network Services
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
Microsoft Windows on Desktops 0 150 200 210 •
Network Reliability. 75%, 97% 99% 99%
Daily Internet message volume 0 0 1,000 10,000
Number of PC's maintained 25 125 150 210
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997198
Network Services Director 1.00 1.00 1.00 1.00 .
Network Technician 0.00 1.00 1.00 2.00
Telecommunications Analyst 0.00. 0.00 0.50 0.50
Total Positions .1.00- 2.00 2.50 3.50 .
Service Level Standards
All trouble calls responsed to within 4 hours
Network uptime 99% or better
Internet access available to all employees
Telecommunications usage expanded •
162
1997/98 'Adopted Budget
City of ,Tigard, Oregon
Network Services Budget Unit: 3220
Actual Actual Adopted . Proposed Approved. Adopted:
Description', 1994/95. 1995/96 1996197 1997/98 1997/98 `1997/98'
Personal Services
Positions 1.00 2.00 2.50 2.50 3.50 3.50
Wages 28,296 83,089 118,549 128,231 167,396 167,396
Overtime 0 654 0 0 390 390
Worker's Compensation 116 293 633 436 570 570
Payroll Taxes 2,285 6,771 10,275 11,052 14,480 14,480
Retirement 541 9,384 16,597 14,604 18,560 18,560
Group Insurance 2,044 7,972 11,569 10,924 15,850 15,850
Total Personal Services 33,282 108,163 157,623 165,247 217,247 217,247
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 33,888 17,836 25,220 34,190 34,190 34,190
Repair Maintenance 1,062 9,940 29,980 16,080 16,080 16,080
Special Dept. Expense 119 0 0 0 0 0
Office Supplies 5,538 4,491 5,565 3,190 3,690 3,690
Advertising & Publicity 558 691 150 850 850 850
Fees/Dues/Subscriptions 7,043 11,994 23,455 8,105 8,105 8,105
Travel & Training 2,616 2,148 10,020 6,920 6,920 6,920
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities 0 0 0 490 490 490
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 50,824 47,100 94,390 69,825 70,325 70,325
Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0- 0 0 0 0 0
Office Furniture & Equipment 79,087. 24,056 510 920 920 920
• Computer Equipment 0 10,286 23,900 18,500 20,500 20,500
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 14,950 14,950 14,950
Total Capital Outlay 79,087 34,342 24,410 34,370 36,370 . 36,370
Total Budget Unit 163,193 189,605 276,423 269,442 323,942 323,942
163
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,
1997/98 Adopted Budget
City.of.Tigard, Oregon
Policy. and Administration Program
Finance Department
Finance
.
Accounting" Administrative
Services
Actual Actual - Adopted Proposed: Approved Adopted
• Description 1994/95 1995/96 1996/97 1997/98 1997/98 _ 1997/98
• # Positions 18.50 18.50 18.50 18.50 18.50 18.50
• Personal Services 680,873 728,498 797,199 860,153 860,153 860,153
• Materials & Services 266,156 248,272 301,415 230,727 230,727 230,727
Capital Outlay 29,896 78,604 35,155 44,530 44,530 44,530'
Total Finance - by Category 976,925 1,055,374 1,133,769 1,135,410 1,135,410 1,135,410
• Finance 149,241 175,898 127,303 106,605 106,605 106,605
Accounting 423,926 431,000 483,209 537,647 537,647 537,647
Administrative Services 403,758 448,476 523,257 491,158 491,158 491,158
• Total Finance - by Department 976,925 1,055,374 1,133,769 1,135,410 1,135,410 1,135,410
164
Ado ed_Bud t_::..:
.1997/98_, . . pt
:
City-of Tigard, Oregon
Finance Bud et-,- nitt: 3210
Program Summary: 1997/98 Goals and Objectives: •
The Director of Finance reports to the City Manager Monitor budget implementation to ensure compliance
and is responsible for all financial transaction of the with Measure 50 limitations.
City. This budget unit supports the activities of the
Director. The department of Finance includes Provide financial planning leadership in making
Finance, Financial Operations, and Administrative adjustments to the Long Term Financial Plan for future
services. years to ensure the continued provision of quality basic
services with diminishing revenues.
Activities of the Finance budget unit include the
management and issuance of debt, the investment of Prepare for the 1998/99 budget process.
public funds, the annual budget process, Long Range
financial planning, Financial advice to the City Review all Financial and Administrative computer
Council, Boards and committees, and departments software systems, upgrade as necessary to avoid failure •
and the management-of the entire Finance due to the year'2000 date. issue.
Department.
Refine processes and procedures to increase efficiency
and quality of work flows: •
Explore the use of volunteers in various work units to
1996/97 Accomplishments: encourage public participation and to lower costs. •
Produced the 1996/97 budget and received the Continue to organize City records and to manage them
GFOA Distinguished Budget Presentation Award. in an efficient and professional manner. •
Provided analysis of the impacts of Measure 47 and
Measure 50 on City, property tax revenues and
provided information to legislators and Governors
office. Program Highlights:
Worked with Departments to revise the Long Range The analyst position was transferred with its
Financial Plan for the impacts of Measure 47 and telecommunications duties to the Network Manager
Measure 50. budget unit in 1996/97., Office furniture and-equipment
and some materials and services amounts in prior years •
Provided Financial advice to City Council on issues' were related to the transferred position.
related to Measure 47, Measure 50, purchasing,
utility billing, budgeting, and financial planning. Reductions in materials.and services include the
elimination of software maintenance, for the budget .
Prepared for and completed the issuance of debt to program, which was replaced with an in-house system.
finance the Dartmouth Local Improvement District Reductions also result from the decline in outstanding
project. debt which reduced registrar fees. •
Completed the. updating of policies and procedures in
the areas of records management, purchasing', utility
billing and room use.
165 .
1997/98 Adopted Budget
City of Tlgardj:Oregon
Finance Budget Unit: 3210
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98
Level of Outstanding Debt 8,385,000 6,795,000 9,485,000 7,710,000
Amount of funds invested 25,146,000 31,033,000 35,000,000 33,000,000
Debt Issued 0 3,080,000 4,360,000 4,000,000
GFOA Distinguished Award Yes Yes Yes Yes
GFOA Excellence in Financial Reporting Award Yes Yes Yes Yes
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Director of Finance 1.00 1.00 1.00 1.00
Analyst 0.50 0.50 0.00 0.00
Total Positions 1.50 1.50 1.00 1.00
Service Level Standards
* Ensure that all investments are transacted in accordance with Council approved investment policy.
* Manage debt to ensure lowest possible interest cost to City.
• * Deliver final Budget to City Council for Adoption prior to July 1.
* Manage Audit process to deliver final Audit Report by December 1.
* Update Long Range Financial Plan to ensure direct services are adequately funded through June 30, 2001.
166
1997/98: Adopted.Budget _
Cih► of Tigard, Oregon:
finance:: Budget Unit: 3210
"Actual-" Actual:, -Adopted Proposed - Approved Adop"ted
.
Descri ' tiorr:.: 1994195:: - _:,1995/96: 1996%97. 1997/98`, 1997/98. '.1997/99.-
L Personal Services
Positions 1.50 1.50 1.00 1.00 1.00 1.06.,
Wages 72,426 86,894 67,115 70,500 70,500 70,500 •
Overtime 73 148 0 0 0 0
Worker's Compensation 277 341 423 240 240 '240 •
Payroll Taxes 6,950 6,874 5,365 5,627 5,627 5,627
Retirement 11,559 9,675 9,396 8,460 8,460 8,460
Group Insurance 8,867 7,056 6,489 5,697 5,697 5,697
Total Personal Services 100,152 110,988 88;788 90,523 90,523 90,523
Materials & Services
Water Costs 0 0 0 0 0 0"
Prof. & Contract Services 10,830 2,565 10,750 7,000 7,000 7,000
Repair & Maintenance 1,274 11,841 0 0 0 0 •
Special Dept. Expense 0 .0 0 0 0 0
Office Supplies 819 2,959 775 500 500 500
Advertising & Publicity 4,166 1,878 3,400 1,850 1,850 1,850 •
Fees/Dues/Subscriptions 9,602 8,391 6,065 4,855 4,855 4,855
Travel & Training 1,831 1,342 1,785 1,877 11-877 1,877
Fuel Expenses 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
Rents & Leases 0 0 0 0 0 0
Utilities. 0 0 240 0 0 0
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0 •
Total Materials & Services 28,522 28,976 23,015 16,082 16,082 16,082
Capital Outlay
Land & Improvements 0 0 0 0 0 0 •
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 20,567 35,934 15,500 0 0 0 " •
Computer Equipment 0 0 '0 0 0 0
Operation, Equipment 0• 0 0 0 0 0
Computer Software 0 0 0 0 0 0 .
Total Capital Outlay 20,567 35,934 15,500 0 0 2
Total Budget Unit 149,241 175,898 127,303 106,605 106,605 106,605
167
1997/98 Adopted Budget
City of Tigard, Oregon
Accountin Budget Unit: 3230
Program Summary: 1997198 Goals and Objectives:
The Financial Operations Manager is responsible to Complete annual audit and issue Comprehensive
the Director of Finance for the City's accounting Annual Financial Report by December 1, 1997.
services. This includes utility billing, accounts
receivable, accounts payable, payroll, fixed assets, Complete implementation of acceptance of Debit and
lien searches, inventory, preparation of financial and Credit cards in Municipal Court area.
special request reports, business tax, alarm permit
processing, and centralized purchasing. Implement new Windows Accounting Software for
General Ledger, Payroll, Accounts Payable, Cash
Receipts and Assessment Accounting by June 30,
1998.
Integrate MSL Utility Billing System into new accounting
software.
Complete Request for Proposal for Banking Services,
including a review of Cash Management Services.
1996/97 Accomplishments: Program Highlights:
The Comprehensive Annual Financial Report (CAFR) The greatest challenge in this fiscal year for the
was completed for Fiscal Year Ended June 30, 1996, Accounting Department is the implementation of new,
and issued on December 19, 1996. accounting software.
Received Certificate of Achievement for Excellence in Our current DOS based software will become obsolete
Financial Reporting from GFOA for Comprehensive on January 1, 2000. Due to limited internal and
Annual Financial Report for Fiscal Year Ended June external resources, it is necessary to begin making a
30, 1996. change, beginning with Fiscal Year 1997/98.
Implementation of new water rate structure was It is likely this project will continue into next fiscal year,
completed in April 1997.. given the number of software applications that must be
replaced.
Centralized Purchasing re-introduced system
generated Purchase Orders. This included updating The completion of this project will streamline our
Purchasing Manual and Purchasing Rules documents. processes, provide more timely information and
increase reporting capabilities for management staff,
Analysis of Debit and Credit cards was completed for council members and citizens.
the Municipal Court Dept.
Numerous internal financial reports were created to
• provide better information to management staff.
168
1997/98` Adopted Budget : ` : ; . .
. City: of Ti ard,~Oregon
Accounting Bud etMnit: 'Ml) ~
Performance Measurements
Description 1994/95 1995/96 1996/97 1997/98,
Payroll Checks Processed 5,353 5,805 5,900 6,000 •
Utility Bills Processed 84,049 87,422 89,000 91,500
Accounts Payable Invoices/Checks Processed 17,831 19,250 19,500 20,000 •
Purchase.Orders Processed 658 651 840 1,000
Lien Searches Processed 2,572 2,700 2,750 2,875
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98 •
Accounting Assistant II 2.00. 2.00 2.00 2.00
Accounting Assistant III 3.00 3.00 3.00 .3.00
Budget/Finance Analysist' 1.00 1.00 1.00 1.00
Buyer 1.00 1.00 1.00 1.00 .
Financial Operations Manager 1.00 1.00 1.00 1.00
Total Positions 8.00 8.00 8.00 8.00
Service Level Standards
Monthly Financial Statements to Director of Finance - 4th working day of' month
Purchase, Orders processed and distributed - within 2 working days of receipt of requisition
Utility billing processed and mailed - within 5 working days of meter read
Cash receipts posted to accounts - 1 st working day after receipt of payment
169
1997/98. Adopted Budget
City 0 Tigard,. Oregon
Accounting: Budget Unit:.::..:.... 3230
Actual Actual Adopted, Proposed Approved . Adopted.
Description: 1994195- 1995/96 1996/97 1997/98. 1997/98 1997/98.
Personal Services
Positions 8.00 8.00 8.00 8.00 8.00 8.00
Wages 226,785 253,836 257,385 301,637 301,637 301,637
Overtime 1,661 396 1,000 0 0 0
Worker's Compensation 1,021 984 1,131 1,026 1,026 1,026
Payroll Taxes 18,399 20,699 22,396 26,145 26,145 26,145
Retirement 29,767 27,115 36,174 32,862 32,862 32,862
Group Insurance 27,671 27,851 33,853 30,999 30,999 30,999
Total Personal Services 305,304 330,881 351,939 392,668 392,668 392,668
Materials & Services
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 52,242 34,890 34,800 37,800 37,800 37,800
Repair & Maintenance 6,900 2,552 8,270 5,991 5,991 5,991
Special Dept. Expense 485 21 0 0 0 0
Office Supplies 46,376' 39,288 69,870 51,709 51,709 51,709
Advertising & Publicity 1,141 915 3,010 1,430 1,430 1,430
Fees/Dues/Subscriptions 1,865 1,340 1,320 3,425 3,425 3,425
Travel & Training 3,206 2,045 4,450 5,724 5,724 5,724
Fuel Expenses ' 0 0 0 0 0 0
Computer Software 0 0 0 0 00
Rents & Leases 443 0 0 1,120 1,120 1,120
Utilities . 0 0 0 0 0 0
Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
Total Materials & Services 112,658 81,051 121,720 107,198 107,198 107,198
• Capital Outlay
Land & Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
• Office Furniture & Equipment 5,964 16,914 2,350 1,430 1,430 1,430
Computer Equipment 0 2,154 7,200 7,950 7,950 7,950
Operation Equipment 0 0 0 0 0 0
• Computer Software 0 0 0 28,400 28,400 28,400
Total Capital Outlay 5,964 19,068 9,550 37,780 37,780 37,780
Total Budget Unit 423,926 431,000 483,209 537,647 537,647 537,647
170
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19,97/98.-Adopted Budget
City of Tigard; Oregon
Policy and Administration. Program
Finance Department
Administrative Services
Administrative
Services
a
Office Records Municipal
Services Court
Actual 'Adopted Proposed Approved Adopted
Actual:
Description 1994/95 1995/96 1996197 .1997198 1997/98 1997/98
# Positions 9.00 9.00 9.50 9.50 9.50 9.50
Personal Services 275,417 286,629 3561*472 376,961 376,961 376,961
Materials & Services 124,976 138,245 156,680 107,447 107,447 107,447
Capital Outlay 3,365 23,602 10,105 6,750 6,750 6,750
Total Admin. Services - by Category 403,758 448,476 523,257 491,158 491,158 491,158
Office Services 191,795 211,424 207,309 208,279 208,279 208,279
Records 71,743 92,536 122,467 114,995 114,995 114,995
Municipal Court 140,220 144,516 193,481 167,884 167,884 - 167,884
• Total Admin. Services - by Department 403,758 448,476 523,257 491,158 491,158 491,158
171
1997/98' Adopted Budget
City of Tigard., Ore9or
.
Offibe,Services Bud et Unrt: 3320
Program Summary: 1997/98 Goals and Objectives:
The Administrative Services Manager is responsible Continue to offer internal general support services and
to the Director of Finance for the Office Services information processing services to meet organizational
budget unit which provides city-wide support to City, workload demands.
departments in: switchboard, mail services, meeting
room reservations, coordination of large copy Focus on providing quality customer service through
projects, word processing, desk top publishing, switchboard contacts by timely response and by
spreadsheet development, and data entry. directing phone customers to the appropriate •
department or staff member.
Provide word processing, editing,,and desk top
publishing services to enhance the quality of work
product distributed by the City.
Work with customers to meet their needs for meeting
space.
1996197 Accomplishments: Program Highlights:
Service levels for general support services and, Information Processing will take on the responsibility of
information processing services are being met. format creation, reviewing and editing, and uploading
Enhanced editing services are also being provided. information to the City Web site. •
Room reservations were moved from a manual The Switchboard will act as the clearinghouse for faxes,
system onto the network utilizing Schedule+. received through the computer modem. The operator •
will be responsible for directing the faxes to the.
Feedback on switchboard service has been very employee's e-mail box.
positive. The second console was moved to allow
better'backup and utilization of staff time.
Desk top publishing services continue to enhance
materials being distributed by the City. Additional
staff has been trained so the services are more
readily available..
172
1997/98: Adopted, Budget
City of Tigard, Oregon
Office Services Budget Unit: 3320
Performance Measurements
Description 1994195 1995/96 1996197 1997/98
% of time spent in Information Processing/Office
Services Projects:
Administration 200/./40% 180/o/47% 250/6/49% 24%/49%
Community Development 9%/21% 230/6/28% 300/6/20% 30%/20%
Engineering 70/6/16% 30/o/2% 20/o/6% 2%/5%
Finance 170/o/10% 150/o/18% 60/6/7% 6%/7%
Library 12°/x/1 % 130/o/1% 21%/4% 210/o/5%.
Operations 2%/3% 20/o/0% 10/o/7% 1%/7%
Police 32%/9% 25°/x/3% 15%/7% 15%/7%
Water 0/0 0/1.5% 0/0 0/0
Phone Call Volume (avg/month) 12,145 12,770 12,000 12,000
Postage Costs (avg/month) 2,500 2,525 2,540 2,575
Full Time Equivalent Positions
1994/95 1995/96 1996/97 1997/98
Administrative Assistant 1 2.00 1.00 1.00 1.00
Administrative Assistant II 0.00 1.00 1.00 1.00
PBX Operator 1.00 1.00 1.00 1.00
Information Processing Technician 1.00 1.00 1.00 1.00
Total Positions 4.00 4.00 4.00 4.00
Service Level Standards
* Information Services projects: Priority based on order request received and customer's need, 24 -
48 hour average response time.
* Switchboard response level: First ring whenever possible, third ring when phones are busy.
* Clerical support response: As requested, minimum lead time 24 hours.
* Room Reservations response: 80% immediate assistance, 20% returned call back within 24 hours.
173
1997/98 Adopted Budget - •
City-of Tigard, Oregon
Office Services Budget Unit: 3320
Actual.. Actual. Adopted Proposed Approved.. . Adopted
Description 1994195 1995/96 1996/97 " 1997/98 1997/98 1997/98
Personal Services
Positions 4.00 4.00 4.00 4.00 4.00 4.00 •
Wages 72,941 68,583 93,813 118,104 118,104 118,104
Overtime 311 234 150 0 0• 0
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Worker's Compensation 430 448 458 402 '402 402'
Payroll Taxes 6,564 5,852 8,144 10,237 10,237 10,237
Retirement 9,726 7,565 13,155 11,810 11,810 11,810 •
Group Insurance 15,144 13,579 14,119 12,509 . 12,509 12,509
Total Personal, Services 105,116 96,261 129,839 153,062 153,062 153,062 •
Materials & Services S
Water Costs 0 0 0 0 0 0
Prof. & Contract Services 15,423 , 19,315 1,200 1,800 1,800 1,800
Repair & Maintenance 1,300 1,533 650 550 550 550 •
Special Dept. Expense 0 - 0 0 0 0_ 0
Office Supplies 66,997 74,030 69,595 47,354 47,354 47,354
Advertising & Publicity 1,103 325 0 - 0 0 0
Fees/Dues/Subscriptions 10 65 60 .0 0 0
Travel & Training 615 330 2,785 600 600 600
Fuel Expenses 0 28 160 170 170 170 •
Computer Software 0 0 0 0 0 0
Rents & Leases 636 675 680 175 175 175
Utilities 0 0 190 1,068 1,068 1,068
Insurance 0 0 0 750 750*' 750
Library Materials 0 0 0 0 0 0
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Total Materials & Services 86,084 96,301 ,75,320 52,467 52,467 52,467 •
Capital Outlay
Land & Improvements 0 0 0 0 0 0 •
Building & Improvements 0 0 0 0 0 0
Vehicles 0 12,103 0 0 0 0 •
Office Furniture & Equipment 595 6,759 350 0 0 0
Computer Equipment 0 0 1,800 0 0 0.
Operation Equipment 0 0 0 0' 0 0 •
Computer Software 0 0 0 2,750 2,750 2,750
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Total. Capital Outlay 595 18,862 2,150 2,750 2,750 2,750
Total Budget Unit 191,795 211,424 207,309 208,279- 208,279 208,279
174
1997198 -Adopted Budget
City-of Tigard, Oregon
Records Budget Unit: 3330
Program Summary: 1997/98 Goals and Objectives:
• The Administrative Services Manager is responsible Document preparation and maintenance microfilming of
to the Finance Director for Central Records. Records City Council records, building jackets, commercial
provides city-wide support for file management. plans, and police death cases.
• Responsibilities include file development, filing,
records retrieval, and coordination of records Approval of ordinance to update City's retention
destructions and microfilming. The City's records schedule.
management program provides a means for control
• of inactive records, framework for legal protection, Relocate files stored off-site to a new facility.
allows for timely destruction of records, and efficient
use of space. Annual records destruction.
1996197 Accomplishments: Program Highlights:
Annual microfilming is on schedule. DOS based record tracking database will be moved to a
Windows version of the software.
~ Draft destruction sheets have been completed.
Review and update of e-mail policy. Audit of
. Review of local and state retention schedules in e-mail to determine compliance with policy.
progress.
Microfilming program is maintained.
• Heavy involvement with supplying copies of records
related to ligitation. New process developed to
assure all requested documents are provided.
Data entry for the computer aided retrieval system for
microfilm completed.
• Installation of faster computers has decreased the
.time needed for data entry and search functions.
175
1997/98: Adopted-.Budget
City of Tigard`, Oregon .
Records Bud et Unit: 3330 •
Performance Measurements
Description 1994/95 1995/96 1996197 1997/98
Records Requests 249 621 680 700
Files pulled .458 1,842 2,000 2,000
Ave. time to locate/fill request 23 mini 36 min 41'min 40 min
% of requests filled 96 96 90 95
Copies provided 2;986 7,239 13,000, 10,000
New files created 618 1,665. 3,000 3;000
Hours spent on document prep .(per year) . 529 892 1,000 1,000
Increase in time to locatea file reflects more research
requests
Increase in number of copies reflects litigation files .
being copied.
Full Time Equivalent Positions
1994195 1995/96 1996/97 1997/98 .
Administrative Services Manager 0.50. 0.50 0.50 0.50
Administrative Specialist II 1.00 1.00 1.00 1.00 •
Administrative Specialist 1 0.50 0.50 1.00 1.00
Total Positions 2.00 2.00 2.50 2.50
Service Level Standards
Records Requests: Basic - one hour response time
Research Requests: Half day response time
New files entered into database and filed: Three times per week
Record destruction: Yearly .
176
1997/98.. Adopted Budget .
City of.Tigard; Oregon
Records - Budget Unit: 3330
Actual, Actual Adopted Proposed: Approved Adopted
• Descri tiom 1994195 1995/96. 1996/97. 1997198 1997198 1997/98
Personal Services
• Positions 2.00 2.00 2.50 2.50 2.50 2.50
• Wages 42,278 59,514 67,856 74,083 74,083 74,083
• Overtime 368 598 1,280 0 0 0
Worker's Compensation 222 238 321 252 252 252
• Payroll Taxes 2,507 4,581 5,992 6,421 6,421 6,421
• Retirement 1,774 6,648 9,679 7,929 7,929 7,929
Group Insurance 9,308 10,117 14,084 8,165 8,165 8,165
•
• Total Personal Services 56,457 81,696 99,212 96,850 96,850 96,850
• Materials & Services
•
• Water Costs 0 0 0 0 0 0
Prof. & Contract Services 8,515 4,861 9,600 12,080 12,080 12,080
Repair & Maintenance 978 1,572 2,110 1,000 1,000 1,000
• Special Dept. Expense 0 0 0 0 0 0
Office Supplies 1,233 1,528 1,200 1,200 1,200 1,200
Advertising & Publicity 908 0 300 0 0 0
• Fees/Dues/Subscriptions 250 260 2,060 2,110 2,110 2,110
Travel & Training 632 689 2,130 1,755 1,755 1,755
• Fuel Expenses 0 0 0 0 0 0
• Computer Software 0 0 500 0 0 0
Rents & Leases 0 0 0 0 0 0
• Utilities 0 0 0 0 0 0
• Insurance 0 0 0 0 0 0
Library Materials 0 0 0 0 0 0
•
Total Materials & Services 12,516 8,910 17,900 18,145 18,145 18,145
Capital Outlay
• Land & Improvements 0 0 0 0 0 0
• Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
• Office Furniture & Equipment 2,770 1,930 1,755 0 0 0 .
Computer Equipment 0 0 3,600 0 0 0
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0
•
• Total Capital Outlay 2,770 1,930 5,355 0 0 0
• Total Budget Unit 71,743 92,536 122,467 114,995 114,995 114,995
•
•
•
• 177
•
1997/98 Adopted;Bud"get
City_ of Tigard,, Oregon
Munici 'al Court Bud et.Unit: 3340
Program Summary: 1997/98 Goals and Objectives,
Municipal court provides a local forum for the Continued processing of traffic, parking, misdemeanor
resolution of parking and minor traffic citations, and civil infraction cases.
limited misdemeanors, and civil infractions. The
Municipal Court Judge is responsible to the City Update court orders to reflect legislative changes.
Council for the judicial function,of the court. The
Administrative Services Manager reports to the Complete implementation of new courtsoftware.
Director of Finance and is responsible for the
administration of the court and coordinates with the Establish default judgment procedure for failing to
Municipal judge in the development of courtpolicy appear for arraignment.
and procedures. •
Continue use of pre-collect and collection services to
maximize collection of court ordered fines and fees.
Complete implementation of Debit and Credit card ,
acceptance for payment of fines.
1996/97 Accomplishments: Program Highlights: •
Increased caseload continues to be processed using New court software will be in place. System will allow
the same staffing level. improved case tracking and reporting. Upgraded .
computers are being purchased to improve processing
Implementation of pre-collect and collection services time.
for outstanding financial obligations.
Transfer pre-collect process from a manual system to
Bid process for new court software program a computerized direct link process utilizing,a modem.
completed. New software installed and training
completed by June 30, 1997. .
Two new pro tern judges were appointed. e♦
178.
1997/98 Adopted. Budget
City of Tigard,bregon
Municipal Court Budget Unit: 3340
Performance Measurements
Description 1994195 1995/96 1996/97 1997/98
Traffic citations processed 7,174 5,549 6,000 6,200
Drivers' licenses suspended 1,741 1,331 1,400 1,450
Bail refunds 646 478 1,000 1,000
Court revenue 284,857 259,428 269,000 278,000
Full Time Equivalent Positions
1994195 1995/96 1996197 1997/98
Administrative Services Manager - 0.50 0.50 0.50 0.50
Administrative Specialist II 1.00 2.00 . 2.00 2.00
Administrative Specialist 1 1.50 0.50 0.50 0.50
Total Positions 3.00 3.00 3.00 3.00
Service Level Standards
* Counter assistance: Immediate. Not more than five minutes during
arraignments.
* Process minor traffic citations: 600 citations per month.
• * Trials: Scheduled within three weeks of arraignment date.
Trial date within 60 days of arraignment.
* Issue suspension notices: Weekly
*-Pre-collect services: Cases sent twice per month.
* Collection services: Cases sent monthly.
* Bail refunded: Twice per month.
r
179
1.997198 Adopted Budget: _
City of Tigard, Oregon .
Municlpal,Court Budget Unit . 3340
Actual Actual Adopted Proposed Approved Adopted
Zescri tion 4994195 1995196 1996197::'" - 1997198- 1997/98 1997/98`
Personal Services
Positions 3.00 3.00 3.00 3.00 3.00 3.00
:Wages 81,668 84,272 90,085 94,960 94,960 94,960
Overtime 733 201 890 0 0 .0
Worker's Compensation 346 361 412 323 323 323
Payroll Taxes 6,988 6,632 7,885 8,231, 8,231 8,231
Retirement 12,196 9,693 12,737 10,016 10,01.6 10,016
Group Insurance 11,913 7,513 15,412 13,518 13,518 13,518
Total Personal Services 113,844 108,672 127,421 127,049 127,049 127,049 •
Materials &.Services
Water Costs 01 0 0 0 0 0 •
Prof. & Contract Services 22,597 28,914 35,960 33,360 33,360 33,360
Repair & Maintenance, 95 160 165 135. 135 135
Special Dept. Expense 0 0 25 25 25 25
Office Supplies 1,018 900 1,270 .1,000. 1,000, 1,000
Advertising & Publicity 498 253 0 0 0 0
Fees/Dues/Subscriptions 340 481 490 365 365 365
Travel & Training 1,828 2,326 4,550 1,950 1,950 .1,950
Fuel Expenses 0 0 0 0 .0 0
Computer Software 0 0 21,000 0 0 0
Rents & Leases 0 0 0, 0 0 0
Utilities 0 0 0 0 0 0
Insurance 0 0 0 0 0 0
Library Materials 0 0 0. 0 0 0' r
Total Materials & Services 26,376 33,034 63,460 36,835 36,835 - 36,835
•
Capital Outlay r
Land A Improvements 0 0 0 0 0 0
Building & Improvements 0 0 0 0 0 0
Vehicles 0 0 0 0 0 0
Office Furniture & Equipment 0 2,810 800 0" 0..' 0
Computer'Equipment- 0 0 1,800 4,000 "4,000 4,000
Operation Equipment 0 0 0 0 0 0
Computer Software 0 0 0 0 0 0.1
Total Capital Outlay , 0 2,810 2,600 4,000 4,000 4,000
Total Budget Unit 140,220 144,516 193,481 167;884 167,884 167,884
180
i
General Government
a
City Wide Support
City Attorney
City of Tigard, Oregon
•
•
•
•
•
•
•
•
•
i
•
•
•
•
•
•
•
•
i
City of Tigard, Oregon .
1
get.
1997/98 Adopted:Bud
City of Tigard; Oregon
General Government.
General
Government
city city
Vde Attorney
Support
- ctual, Actual- Adopted Proposed Approved Adopted, '
A
Description: : > 1994MS 1995/96 1996/97 1997/98. 1997/98. 1997198
• # Positions 0.00 0.00 0.00 0.00 0.00 0.00
• Personal Services
Materials & Services 388,955 389,737 486,395 416,225 416,225 416,225
Capital Outlay 0 385 0 0 0 0
Total Non-Departmental - by Category 388,955 390,122 486,395 416,225 416,225 416,225
• City Wide Support 204,180 196,722 286,395 257,725 257,725 257,725
City Attorney 184,774 193,400 200,000 158,500 158,500 158,500
Total Non-Departmental - by Department 388,954 390,122 486,395 416,225 416,225 416,225
181
i
Bud .
lty of Tigard;Oregcn;
4000 General Aovernrrtent
y;
..1.
Program Summary
The Director of Finance is responsible to the City Manager 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.
Costs for City Attorney services provided by O'Donnell, Ramis, Crew & Corrigan and Bacharach, located in Portland, are.also
included in this'program:
Actual-:::Actual ?-:_::;r:~"Adopted°~:: ~~::::ProPosed APproved'_ Adopted;,
Descri tton : - r_'. 1994/95 995196.:: .::1996197-- =1997/98 .1WtS8 1997/98':
s. -1
Materials & Services
Prof & Contract Services 188,728 200,070 222,500 182,500 182,500 182,500
Repair & Maintenance 95 79 0 0 0 0
'Special Dept. Expense -81 110 0 0 0 0 •
'Office Supplies 2,039 5,484 0 0 0 0
Advertising & Publicity 0 0 0 0 0 0
Fees/Dues/Subscriptions 41,218 26,828 44,250 33,925 33,925 33,925-
Rent s & Leases 0 0 0- 0 0 0'
Utilities 156,955 157,166 219,645 199,800 199,800 . 199,800_ •
Total Materials & Services 388,954. 389 737 486,395, 416,225 416,225 416,225
Capital Outlay •
Computer Equipment 0 385 0 0 0 0
Total Capital Outlay 0 385 0 0 0 0
Total Budget Unit 388,954 390,122 486,395 416,225 416,225 416,225 •
182
1997/98; aAdoptedBudget
^ ;,City of Tlgerd, Oregon
City Wide Support Budget Unit 4100
Actual: Actual Adopted " Proposed Approved Adopted
DescrI tlon 1994/95. 1995/96. " :..1996/97.:. ..:1997/98: 1997/98° ' 1997/98_
Materials & Services
Prof & Contract Services 3,954 6,670 22,500 24,000 24,000 24,000
• Repair & Maintenance 95 79 0 0 0 0
Special Dept. Expense (81) 110 0 0 0 0
Office Supplies 2,039 5,484 0 0 0 0
• Advertising & Publicity 0 0 0 0 0 0
Fees/Dues/Subscriptions 41,218 26,828 44,250 33,925 33,925 33,925
• Rents & Leases 0 0 0 0 0 0
Utilities 156,955 157,166 219,645 199,800 •199,800 199,800
Total Materials & Services 204,180 196,337 286,395 257,725 257,725 257,725
Capital Outlay
Computer Equipment 0 385 0 0 0 0
• Total Capital Outlay 0 385 0 0 0 0
Total Budget Unit 204,180 196,722 286,395 257,725 257,725 257,725
Notes:
This budget unit includes the following detailed appropriations:
Contract Service:
City wide space planning 20,000
Signing/interpretation 4,000
Total -contract service 24,000
Dues for membership in state or regional organizations:
Tualatin Valley Economic Development Commission 5,000
Metropolitan Services District 3,500
Boundary Commission 4,000
League of Oregon Cities: 16,705
Dues
" Amicus 720
Transportation project
Other 4,000
Total dues for membership 33,925
Utilities for public facilities
Natural Gas 16,250
Telephone 60,450
Water/Sewer/Storm 52,700
Electricity 70,400
• Total utilities for public facilities 199,800
Total City Wide Support 257,725
183 -
3
ted.Bud eL_.
7 B:: Ado - - - -
199 /9
r
_ _ . _ City o Tlgar Orego
B
C Attome udget Unit 4200
m-n
Actual Actual , . Adopted Proposed Approved Adopted •
, Descri tion 1994/95 , 1995196 1996197" 1997198 1997198 :.1997/98 ?
Materials & Services
Prof & Contract Services 184,774 193,400 200,000 158,500 158,500 158,500 -
Total 184,774 193,400 200;000 158,500 158,500, 158,500
Notes:
The cost of City Attorney services are estimated by category as follows:
: Actual - .Actual'. Adopted Proposed: Approved: Adopted
1994195 1995196...: 1996/97 1996197 .1996/97 , 1996197
Community Development 39,334 25,054 50;000 -28,000 28,000 28,000
City Council 15,620 11,859. 25,000 13,000. 13,000. 13,000
Municipal Court . 10,768 26,819- 15,000 10,000 10,000 10,000 , .
Police 10,736 11,387 15,000 8,000 8,000 8,000
Finance/Taxation' 10,525 150958 20,000 10,000 10,000 ' -10,000 .
Hearings Officer 18,062 16,189 15,000 15,000. 15,000 15,000
Water 1,268 109 7,500 4,000 4,000 4,000.
Dolan/A-Boy 49,285 32,500. 20,000 20,000 20,000
Other 78,461 36,740 20,000 50,500 50,500 50,500
184,774 193,400 200,000. 158,500 158,500 158,500
184 /
Debt/CI P/Contingency
Debt Service
Capital Improvements
I
Contingency
I
City of Tigard, Oregon
City of Tigard, Oregon
1997/98- Adopted-Budget:
City, of-Tigard, Oregon
5000 Total-Debt Service
Program Summary .
The City of Tigard Debt Service program is managed by the Finance Director and consists of two
basic types of debt. The City issued voter approved general obligation bonds in 1984 in the
amount of $2,200,000 for the construction of the City Hall, complex. This issue was Advance
Refunded in 1987 to reduce the interest cost to Tigard Citizens. In 1989 the City issued
$8,500,000 for a series of road improvements. All such proceeds have been spent and all
projects have been successfully completed.
The City has also issued debt over the years secured by assessments on properties for various
types of improvements. Each debt issuance is related to a specific Local Improvement District
project. Until the property tax limitation measure of 1990 was approved by voters, this type of
debt known as Bancroft Bonding was supported by the full faith and credit of the City. Since that
time, such debt has been a limited tax obligation of the City.
The City completed a refunding transaction in. May of 1993. The 1987 Advance Refunding issue
and the 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 life of the bonds. The bond series that were
advance refunded have since been called and paid through the escrow account established with
the paying agent.
Bond Anticipation Notes were issued to provide funds for the interim financing of certain local
improvements within the Dartmouth Street Local Improvement District. The current notes were
issued in June 1997 and are due December 1, 1998. This is the fourth set of notes that have
been issued for this project. The City expects to hold the final hearing spreading the assessments
among the property owners in the fall of 1999 and intends to issue long term bonds for those
wishing to pay their assessments in installments. Other than,the assessment bonds mentioned
above, the City has no plans to issue any other debt during the fiscal year.
Oregon Revised Statute requires a debt limit of 3% of the assessed value of all taxable property
within the City boundaries. City of Tigard debt limit totals $101,979,015 of which $3,965,000 in
bond debt is subject to. this limitation. Excess debt limit available for future debt totals
$98,014,015.
• The following tables and 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 1997/98.
• Debt Outstanding
Estimated Estimated
as of 07/01/97 as of 06/30/98
General Obligation Bonds 3,965,000 2,475,000
Bancroft Improvement Bonds 1,160,000 875,000
• Bond Anticipation Notes 4,360,000 4,360,000
Total Debt Outstanding 9,485,000 7,710,000
185
1997/98:Adopted`Budget
ard,,.Oregon,:.: _
City :of.Tig
Summary. of Debt Service b Type.
r
T Source of'Dollars Fund Totals
GENERAL OBLIGATION BONDS -
Paid from property taxes Refunding Bonds 1;651,235
BANCROFT IMPROVEMENT BONDS-
Paid primarily from Special Assessments Pre 1984 Bancroft Bonds 10,000
PacTrust LID 255,295 -
Lincoln/Locust Street LID 47,500
1993 Refunding 29,520
342,315
BOND ANTICIPATION NOTES- Dartmouth Street LID 172,000
TOTAL 1997/98_ DEBT SERVICE' 2,165,550 •
Debt Service by Type
Gen. Obligation
76%0 'Bancroft
Improvement
16%
k
y,r Y}.~ {ri~ Sys,
k
'.+ty^Firi-'Art' fit 1 "'t"i' fita.'T'1h+F -
Bond Anticipation
Notes
8%
186
1997/98 Adopted Budget
Clty:of Tigard, Oregon
Projected Annual Debt Service
7,000,000 s-----------------------------------------------------------------,
;
6,000,000
5,000,000
a~
U ;
u~ 4,000,000
o
. 3,000,000
c
Q '
2,000,000
1,000,000-
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007
Fiscal Year
0 Bancroft Imp Bonds ■ GO Bonds 0 Escrow ® Anticipation Notes
w Debt Service program expenditures are shown below:
0 Actual Actual Adopted Proposed Approved Adopted
0 Program Expenditures 1994/95 1995/96 1996197 1997/98 1997/98 1997/98
S General Obligation Bonds 1,520,083 1,563,519 1,596,095 1,651,235 1,651,235 1,651,235
i Bancroft Improvement Bonds 521,446 376,225 380,728 514,315 514,315 514,315
0 Bond Anticipation Notes 0 3,208,686 .4,322,272 0 0 0
• Certificates of Participation 346,532 0 6 0 0 0
Amounts Held in Escrow 5,223,233 1,715,653 0 0 0 0
0
0 Total Debt Service 7,611,294 6,864,083 6,299,095 2,165,550 2,165,550 2,165,550
0
0
•
•
0
0 187
0
1.997/98:: `Adopted Budgets: `
Ci of Ti and Ore on
Projected Annual Debt Service
General Obligation Bonds
1,800,000-
1,600,000
1,400,000-
1,200,000.
1,000,000-
a 800,000-
600,000-
C
Q 400,000 •
200,000
1998 1999 2000 2001 2002 2003
Fiscal Year
® Principal O Interest •
1997/98 debt service on the outstanding general obligation bonds is as follows:
G.O SERIES Date Interest Principal Total •
1993 Series A 01/01/98 80,617 80,617
Advance Refunding Bonds 07/01/98, 80,618 1,490;000 1,570,618 •
'Original issue $6,935,000
Total General Obligation Bond Debt Service 161,235 1,490,000 1,651,235 S
188
:1997198 Adopted:Budget;
City of Tigard, Oregon
Projected Annual Debt Service
Bancroft Improvement Bonds
600,000
500,000
• 400,000
m
0 300,000
• a 200,000 `
100,000
0
1998 1999 2000 2001 2002 2003 2004 2005 2006
Fiscal Year
❑ Principal ❑ Interest
• Dartmouth Bond Anticipation Notes due December 1, 1998 in the amount of $4,265,000 are not reflected in the
graph above.
Portions of the Term Bond maturing in 2006 will be called each year as revenues become available. It is expected
the full amount will be called, and paid, prior to 2006.
• 1997/98 debt service on outstanding Bancroft Bonds is scheduled as follows:
• Bancroft Series Interest Date Principal Total
15 On Demand 10,000 10,000
• 1990 - PacTrust 12,206 8/1/97 135,000 147,206
8,089 2/1/98 100,000 108,089
1991-A Lincoln/Locust St. 4,350 8/1/97 4,350
• 3,150 211/98 40,000 43,150
1993B - Current Refunding 14,760 12/1/97 14,760
14,760 6/1/98 14,760
• Total Bonds 57,315 285,000 342,315
• 1997 Bond Anticipation Notes -
Dartmouth Street 86,000 12/1/97 86,000
• 86,000 6/1/98 86,000
172,000 0 172,000
Total Bancroft Debt Service 229,315 285,000 514,315
189
1997/98. Adopted: Budget
City of Tigard, Oregon
6000 Capitalamprovements:
.Program Summary ~
The Capital Improvement Program (CIP) is managed and directed by the City Engineer who
reports directly to the City Manager.
The CIP is developed through a process separate from but parallel to the Budget process. The
CIP process begins in'February each year with estimates,of available, capital, resources in each •
fund prepared by the Finance Department.
The. City Engineer prepares a list of potential projects for each project category and presents the •
information along with the estimates of available funding to each of the Citizen Involvement
Teams (CIT's). This process gives citizens the opportunity to discuss the CIP proposal, add
projects and prioritize projects. a
After input is gathered from the CIT's, the City Engineer develops) the CIP showing the list of
projects to be completed in each future year for each project category. The draft CIP is then
presented to the City Planning Commission which conducts a public hearing to solicit. further
public comment on the program. Once approved by the Planning Commission,. the CIP is
presented to the Tigard City Council at. another public hearing. After,this final hearing and -the
•
consideration of any amendments, .the CIP is approved by the City Council. Approval by the City
Council approves the specific projects that will be completed in the coming year.. .
While the CIP process is progressing, the Budget process is also underway. The, budget includes .
the total appropriations for capital improvements in each fund. The CIP specifies which projects.
will be, completed with those appropriations within each fund. The hearings before the City
Council are generally held on the same night because of the close link between the two.
The Capital Improvements Program includes projects related to Streets, Parks, Sanitary Sewer,
Storm Drainage and the Water. System. Projects of a general nature, not fitting into ahese
categories are 'approved as part of the budget process, and are referred to as General Capital
Projects.
The following pages summarize the specific projects for each major category included; in the
1997/98 fiscal year and in'future years. Water projects are shown in detail for the 1997/98 fiscal
year. The Water CIP reserve fund and a portion of the Water SDC, fund have been set aside for
the construction of the Menlor Reservoir. .
There is a link between the Capital Improvement Program and the operating budget in that new
improvements require future expenditures for management and maintenance. The CIP process .
includes discussions about.the future operating costs of improvements and such, costs are .
contemplated in the operating budget from year to year.
190
1997/98 Adopted Budget. .
- City of Tigard, Oregon
6000 Capital Improvements
y of. Capital Projects
$u. mmar
Actual _ Actual. Adopted Adopted
1994/95 19951% 1996797 1997/98
Project Summary
General 53,249 133,707 447,500 472,360
Sanitary Sewer 99,290 86,863 1,500,000 2,000,000
Storm Sewer 99,694 405,816 2,257,150 1,402,980
Water 270,330 283,302 4,226,600 5,380,700
Street/Overlays 1,067,763 2,031,369 3,293,000 4,752,444
Parks 330,668 168,353 1,861,500 2,498,561
Local, Improvements (LID) 420,910 253,019 1,680,000 700,358
Other 22,486 469,700 403,704
Total Capital Projects 2,341,904 3,384,915 15,735,450 17,611,107
Fund Summary
General Fund 53,249 133,707 389,500 457,360
Facility Fund 0 450 349,700 403,704
Tree Replacement Fund 0 0 0 246,200
Sanitary Sewer 99,290 86,863 1,500,000 2,000,000
Storm Sewer Fund 99,694 405,816 1,827,000 700,000
Water Fund 245,413 278,904 740,100 1,602,096
State Gas Tax Fund 225,565 1,034,787 1,008,000 822,991
Traffic Impact Fee 474,525 891,451 2,300,000 3,500,000
Traffic Impact Fee - Urban Sv 0 0 0 444,453
Parks SDC Fund 253,084 18,825 1,100,000 1;430,000
Water Quality/Quantity .0 0 430,150 702,980
Underground Utility 0 0 120,000 130,000
Water SDC 24,917 4,398 2,750,500 3,000,000
• Special Assessment Impr. 420,910 253,019 1,680,000 570,358
Park Levy Improv. Fund 77,584 22,752 166,500 191,137
Bull Mountain Rd. Fund 367,673 105,131 0 0
Water CIP Fund 0 0 736,000 778,604
• Metro Greenspaces 0 126,776 633,000 631,224
Other funds 0 22,036 5,000 0
Total Capital Projects 2,341,904 3,384,915 15,735,450 17,611,107
191
,
1997/98 Adopted Budg` et:._
City of Tigard; Oregon
.
Summary of.General Capital Improvements
Adopt
Approv
. ed
-
1997/98 proposed
.
_ - - . ; _ 1997/98,: .1997/98,
Project Summary:
City Center Improvements (Downtown Merchants) 30,000 30,000 .30;000
Facility Fund Contribution 150,000 150,000 .150,000 •
91st Ave. Improvements (Greenburg to Lincoln St.) 0 166,800 166,800
Main Street Parking Improvement 60,000. 60,000 60,000
Summerlake Playground 17;100 "17,100 17,100.
Summerlake Swingset 1,500 1,500 1,500
Jack Park Bikepath 46,960 46,960 46,960
Total Projects 305,560 472,360 - 472,360' S
Funding Zu'mmary:
General Fund 290,560 457,360. 457,360
State Gas Tax Fund 15,000 15,000 15,060,
Total Funding 305,560 472,360 472,360
General Capital projects are normally managed by the City Engineer and are general in character. These
types of-projects relate to City facilities or are projects that do not fit the character of other major project
categories:
City Center improvements Budget was originally set at $50,000 in 1994/95. The funds were provided in the
budget to make improvements to Main Street in the Old Tigard Downtown area. The improvements were to .
be directed by the Downtown Merchants Association with approval by the City Council. Improvements have
pent- -funds from-
included signs, flower baskets, benches and garbage recepticles. This budget includes u n s
previous years.
The General Fund has.been making contributions to the. Facilities Fund for several years to provide funding
for, future expansion of City facilities. The contribution is normally 1100,000 per year. The $150,000
contribution includes $50,000 for 1997/98 and $100,000 to reimburse the Facility Fund for its purchase of the
modular unit for the Urban Services program last fiscal year. The Urban Services Fund will begin repaying
the cost of the modular to the Facility Fund over,5 years, with interest. •
The Main Street Parking Improvement project includes the improvement of the Old Tigard Feed Store
property into a parking lot for use by Downtown shoppers. This project has been delayed from the previous
year. •
The Summerlake. Playground improvements are necessary. to bring this ' playground up to Level I ADA .
Standards. This includes installation of a concrete ramp from existing, sidewalk to platform. area, as well as
new steps, handrails, swing, lower/upper body activities, chin bar and manipulative panels.
A swing set will be added to Woodard Park as an added play structure. The play structure will meet all play
structure codes and standards.' We will attempt to have the new"structure installed by a local volunteer
organization.
Bikepaths at Jack Park are in need of replacement due to uplifting throughout the path system and have' .
become a safety concern to users of this facility. Enhancements will include old pathway removal,- new rock"
and 2 inch deep asphalt. The new path will meet ADA standards with a width of 8 feet. '
The City received a grant for the 91 st Avenue sidewalk improvement project in the amount of $166,800. ,
192
1997198 Adopted: Budget
City (ifTigard, Oregon
Five Year,..Capital Improvement Plan
Adopted . 'Estimated Estimated" Estimated Estimated
Fundin Source/Project 1997/98 1998/99 1999/00 2000/01 2001102.
State Gas Tax
Committed Projects:
79th/Durham Signal 5,000
79th Ave. preliminary design 5,000
Speed Hump Program 20,000
New Projects:
Major Maintenance 500,000 300,000 300,000 300,000 300,000
Speed Hump Program 60,000 45,000 45,000 45,000 45,000
79th Avenue (Design and RNA .137,900
Pedestrian Improvements 30,000 50,000 50,000 50,000 50,000
Traffic Studies 50,000
North Dakota Bridge 105,000 195,000 155,000
Bumham/Main Signal 80,000
HaIVHunziker/Scoffins 50,000 216,000
'Total State Gas Tax Projects 807,900 580,000 590,000 600,000 611,000
Traffic Impact Fee
New Projects:
TIF Transit Reserve 70,000 54,000 45,000 35,000 40,000
Walnut/Tiedeman Avenue 80,000 800,000
Greenburg/Mapleleaf intersection 50,000
TIF Reserve 2,500,000 2,706,000 3,755,000 4,815,000 5,860,000
Bonita Road RR to Bridge 800,000
Bumham/Main Signal 40,000
Total Traffic Impact Fee Projects 3,500,000 3,600,000 3,800,000 4,850,000 5,900,000
Metro Greenspace Fund
New Projects:
Woodard Park/Grant Ave. trail 50,000
Tualatin River land -acquisition 45,000
Grant Ave./Main St. trail 20,000
Unidentified acquisitions 536,224 500,000
Total Metro Greenspace Projects 631,224 520,000. 0 0 0
193
1997/98:Adopted.Budget2,
..City of Tigard, Oregon .
Five Year" Capital Improvement Plan._ •
. , Adopted` Estimated- Estimated. ::Estimated;. -Estimated
Fundin>..Source/Pro ect:> - _1997/98 _ ;1998/99` 1999100 2000ro1 2001102
Parks SDC Fund •
North Dakota/Tigard trail connection 33,000
Tigard St./Fowler School trail 125,000
Cook Park Expansion 500,000 350,000
Tualatin/85th ave. trail construction 120,000
Woodard Park/Walnut St. trail 105,000
Woodard Park/Johnson St. trail 50;000 •
Hall/Bonita road trail construction 236,000
Fanno Creek park trail lighting 40,000
Woodard Park expansion 200,000 •
Bonita Rd./Durham trail' 415,000
Canterbury neighbor park 100,000
Ash Ave/Fanno Creek trail 30,000
Woodard Paris play structure 60,000
Englewood park basketball court 15,000
Fowler School/Woodard park trail 42,000
Woodard Park/Grant Ave. trail 55,000
Cook Park/85th Ave. trail construction 100,000 •
Cook Park/Rail Road tracks trail construction 80,000
Woodard, Park improvements 30,000
Grant Ave./Main St. trail 20,000
Parks Master Plan, 42,000
Unidentified projects 343,000
Total Parks SDC Projects 1,430,000 455,000 416,000 415,000 375,000
Park Levy CIP Fund •
North Dakota/Tigard trail 17,000
Undesignated Projects 174,137 •
Total Park Levy Projects 191,137 0 0 0 0
Sanitary Sewer Fund
Neighborhood sewer extension program 500,000 400,000 400,000. 300,000 200,000 •
Major maintenance- 40,000 40,000 40,000 40,000 40,000
Reserve for capacity 380,000 760,000 1,140,000 1,520,000 1,900,000
Undesignated Projects 1,080,000 •
Total Sanitary Sewer Projects 2,000,000 1,200,000 1580,000 1,860,000. 2,140,000
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Storm Sewer Projects
Major Maintenance 40,000 40,000 40,000 40,000 40,000 •
118th Ct. Erosion Control 30,000
Park St. Drainage 95,000
Undesignated Projects 535,000 •
Total Storm Sewer Projects 700,000 40,000 40,000. _ 40,000 40,000
194
1997/98 Adopted:Budget
- .
-City, of;Tigard, Oregon
Five Year Capitalamprovement Plan
Estimated Estimated Estimated Estimated
Adopted .
Furiding Source/Project. 1997/98 . 1998/99 .1999100 ' 2000/01 20011021,
Water General Fund
Reservoir Site Preparation 300,000
Pressure reducing station - Bull Mountain 20,000
Reservoirw/overflow elevation - Bull Mountain 111,000 1,300,000
Pipeline Replacements:
Tiedeman @ Fanno Creek 90,000
113th Ave. (170 ft. 8") 8,500
Scoffins St. (1500 ft. 4") 36,000
Pipeline Extensions:
North Dakota 116,000
Walnut St. & Fonner/135th 672,000 425,000
Greenburg Rd./Bradley Comer 680,000
SW 150th Bull Mt./Hawks Ridge 98,000. 98,000
SW 131st/King Arthur - Beef Bend Rd. 340,000 570,000
SW 146th to 150th to new Reservoir 315,000
Meter Replacements. 845,890
Meter Installations 87,500
Water Service Installations 73,200
Regulator Installation 30,000
Fire Hydrants 15,000
Total Water General Projects 1,602,090 790,000 1,314,000 1,640,000 885,000
Water Quality/Quantity Fund -
North Dakota Bridge Replacement 295,000
Reserve for USA Master plan 108,000 79,000 62,000 62,000 43,000
Undesignated projects 594,980
702,980 79,000 62,000 357,000 43,000
Water SDC Fund
Menlor Reservoir Construction 2,800,000
Undesignated projects 200,000
Total Water SDC Projects 3,000,000 0 0 0 0
Water CIP Reserve Fund
• Menlor Reservoir Construction 700,000
Undesignated projects 78,604
• Total Water CIP Reserve Projects 778,604 0 0 0 0
i
195
1997/98 `Adopted Budget
City;of Tigard, Oregon
_ Summary. of Contingency/Reserves
The Adopted Budget includes contingency appropriations for most operating funds. Contingencies are built
into the. budget to ensure that funds are available for unforeseen events and to build a cushion into revenue
estimates.
Contingencies may be transferred from the contingency appropriation to a program expenditure within the
same fund by Council resolution. Contingencies are detailed by fund below:
dopted Adopted Ado ted Ado to
A P. P
Fund Summa .1994%96" 1995%96 1996/97 1997/98
General 270,400 300,000 283,500 500,000
Sanita Sewer 76,800 197,000 200,000 200,000
ryStorm Sewer 87,200. 98,500 75,000 75,000 •
Water 292,000 300,000 300,000 300,000
State Gas Tax 46,000 47,000 0 50,000
County Gas Tax 7,600 1,973 0 0 •
Traff ic Impact Fee 250,000 150,000 150,000 150,000
Parks SDC 68,000 60,000 75,000 75,000
Water SDC . 200,000 100,000 100,000
Water Qual/Quantity 0 50,000
Building 50,000 50,000
Urban Services 0 40,000
Electrical Inspection 20,000 20,000 •
Total Contingency 1,09800 1,354,473. 1,253,500 1,610,000-
196
APPENDIX
Council Goals
Glossary of Budget Related Terms
Advisory Committees
Staffing Summary
Management/Professional Group Salary Schedule
Tigard Police Officers Association Salary Schedule
Oregon Public Employees Union Salary Schedule
Schedule of Capital Equipment
City Map
City of Tigard, Oregon
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City of Tigard, Oregon +
1997/9& Adopted Budget
City of Tigard, ..Oregon
Council Goals -1997/98
Council Policy Goals:
Public Transit Improvements.
Participate in Youth Center Study (of private interest groups), consider the results, and
determine City position on developing a youth center.
Improve media relations.
Develop long-range and short-range space plans and evaluate funding alternatives.
Review and update the City parks master plan to meet the changing recreational
needs of the community and the planning requirements of Oregon State law affecting
system development charges.
Develop a plan to address the problems of Tigard's homeless.
Finalize long-range plans for Cook Park.
Employee Recognition.
Conduct Visioning Process.
Council Transportation/Plannin9/Development Goals:
Revise Engineering Fees to recover staff time spent in development review process.
Develop a Neighborhood Traffic Management Program.
Planning Studies - Washington Square/Scholls/Walnut Island.
99W Improvements: Promote completion of the planning process and support funding
of improvement identified along 99W such as the Hall/99W Project.
Develop Annexation policy; especially for island areas.
Evaluate use of traffic calming devices for SW North Dakota.
Rewrite Tigard Development Code.
Define and develop Tigard's approach to Working/dealing with Metro.
Long-Range City Service Areas:
• Develop City's direction for the Downtown Area.
Develop a long-range plan for development and, maintenance of city streets.
197
1997/98.Adopted Budget
of Tigard, Ore on,
City
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Coundil Goa1s-1997/98'
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Long-Range City Service Areas: (cont)
Secure long-term water supply.
Comprehensive Public Facilities Plans for: Streets, Sewer System, Sidewalks.
Promote use of Metro Greenspaces Funds for the Tualatin River and Fanno Creek.
Support passenger rail service planning through Tigard.
Cry Operations Goals; •
Implement Workplace Violence recommendations.
Plant 2000 trees by the year 2000.
Improve image through Volunteer Program. •
Review existing City Ordinances_and Resolutions.
Apprise Council of pending development locations. •
Board, Committee and Task Force updates.
Police Funding: Evaluate Specialty Programs, i.e. GREAT, DARE, Youth Officer.
198
1997/98 Adopted Budget
Cityof Tigard, Oregon
Glossa of 'Bud et Related Terms
Ado a Budge : The budget amended and approved by the Budget Committee becomes the adopted budget
after City Council takes action on it. The 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: The adopted budget as amended and approved by the Budget Committee recommended
to the City Council for adoption is referred to as the Approved Budget.
Assess: 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
benefited property owners.
Bancro : Section of Oregon Law that allows benefited property owners within an LID to pay their assessments
in installments. This is made possible by the sale of long term "Bancroft" bonds, proceeds of which are used to
pay LID costs. Assessments received from property are used to meet interest and principal obligations of the
bonds.
Bud e : A plan of financial operation embodying an estimate of adopted revenue and expenditures for a given
year. The budget is the legal spending limit for City activities.
Buda Calendar: Schedule of key dates or milestones followed by City departments in the preparation,
review and administration of the budget.
Budget Message: Opening section. of the budget which provides the City Council and public with a general
summaryof the most important aspects of the budget, changes from current and previous fiscal years, and
views and recommendations of the City Manager.
Capital Improvement Projects CIP : Expenditures which result in the acquisition of land, improvements to
existing facilities, and construction of streets, sewers, storm drains, park facilities, and other public facilities.
Capital Improvements Program: Long-range plan for City facilities and,infrastructure.
Ca i al 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.
CIT (Citizen Involvement Team : There are four such groups geographically organized throughout the City.
Their function is to debate and discuss neighborhood issues and other City wide topics to provide Citizen input
to the City Council. Citizen facilitators are trained by the. City. The groups set their own agendas and are
supported by City staff.
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1997/98 Adopted Budget •
ItVp 1gar , . regon
Glossa of Budget Related`Terms cont'd •
Contingency: Appropriation established in certain funds for the funding of unforeseen events. Contingency •
may be appropriated for a specific purpose by the City Council by approval of a resolution.
De 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, storm drainage and water maintenance. Expenditures are matched with.revenue from service, charges •
to insure the program is self-supporting.
Expenditure: Actual payment made by City check or wire transfer for services or goods received, or •
obligations extinguished. .
Fees: General term used for any charge levied by local government in connection with providing,a service,
permitting an activity or imposing a fine or penalty. Major types of fees include building permits, business and .
non-business 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 consist of several part time positions.
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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.
Intergovernmental Revenues: Revenue from other governments, primarily Federal and State grants and
State shared revenues, but also payments from other local governments. •
LID: Abbreviation for Local Improvement District. An LID is an entity formed by a group of property owners or
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the City to construct public improvements to benefit properties to include streets, sewers, 'storm, drains,'
streetlights, etc. Costs of such improvements are then assessed fairly among benefited 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 $5.
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1997/98: Adopted Budget
City of Tigard,. Oregon
- Glossary: of Bud et Related.Terms cont!d
Measure 47: A Constitutional limit on individual property tax collections approved by voters in November
1996. The limit applies to 1997/98 and all future fiscal years. The measure was, a citizen initiative and limits
property taxes to 1995/96 levels less 10%, requires majority voter turnout for tax elections, limits fees and
charges and prioritizes Public Education and Public Safety in the allocation of lost revenues. The Measure
never took affect due to its repeal by the voters in May 1997 with the passage of Measure 50.
Measure 50: Passed by voters in May 1997, this legislatively referred measure repealed Measure 47 but also
significantly reduced future property taxes. The measure rolls back assessed value on individual property to
1995/96 value, less 10%. It reduces 1997/98 City levy authority by an average of 17% and then converts it to a
rate to be applied to assessed value in all future years. Assessed value growth is limited to 3% per year. The
measure reinstates measure 47 limits on fees and charges and on majority turnout election requirements.
Metro: Short for Metropolitan Service District. One of the only regional governments of its kind in the nation.
Metro manages the Washington Park Zoo, the. Exposition Center, the Memorial Coliseum and several other
public facilities. Metro is also responsible for regional solid waste landfill and transfer sites and regional growth
management.
Nic : A name given to a renovated City facility that houses Human Resources, Network Services and Risk
Management. Niche, stands for "New Improved City Hall Environment".
Ob ec Classification: Indicates type of expenditure being made, i.e., personal services, materials and
services, capital outlay, etc.
OLA: Oregon Library Association. An organization that provides support to Oregon member libraries. The
association provides statewide statistics and standards for all areas of library operation.
Operating Budget: That portion of the budget that includes appropriations for direct services to the public,
including wages and benefits, materials and services and capital equipment. Excluded from the operating
• budget are capital improvement projects, debt service requirements, 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.
Proposed Budget: City budget approved by the City Manager and submitted to the Budget Committee for
• their deliberation.
201
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ty of Tigard; Oregon
Glossa . „ofB.ud et Related Terms cont'd
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 country.
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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. Tax bases will be converted to a millage rate for each jurisdiction in 1997/98 and future years by the
implementation of Measure,50.
TIFF: Abbreviation for Traffic Impact- Fee. These are revenues from County instituted fee on development, and,
was approved by voters in 1989. The fee 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 recovery of costs of administering the program. The City began collecting this fee outside the
City limits under the Urban Services program.
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. •
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Urban Service Area: The area of unincorporated Washington County within the, City of Tigard area of interest,
but outside Tigard City limits. The City and the County entered into an agreement in which the City will provide .
Development Services to the area. Tigard will collect all fees and charges from such'development and use the
funds to pay for the related costs of such service. The Urban Services area is shown on the map on page 216. •
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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 1996.
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99W: Major state highway running through Tigard and connecting the City with Interstate 5 and Highway-217.
Also referred to`as Pacific Highway West.
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1997/98; r Adopted Budget
City of Tigard; Oregon
Advisory Committees
Citizen Involvement Teams
Effective July 1, 1994 neighborhood groups referred to as Citizen Involvement Teams (CITs) were established. The
CITs 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 is open to all
interested persons and are headed by Facilitators. Facilitators and alternates are initially appointed by the City
Council for a set term. The City is 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 has been entered into and outlines the purpose, membership, meetings, voting, responsiblities and
selection of the Facilitators, agendas and responsibilities of the City.
Budget Committee
The requirement of the existence of the Budget Committee is established by Oregon local budget law. The
Committee consists of the four elected council members, Mayor and five members from the community appointed
by the City Council for three year terms. The Committee is responsible for deliberating the proposed budget
submitted by the City Manager and for sending the approved budget to the City Council for adoption. The.
Committee must also approve tax levies.
Original Term
Citizens Address Appointment Expires
Burgess, George 13475 SW Village Glen Jan-94 Jun-98
Dirksen, Craig 9131 SW Hill Street Jan-95 Jun-97
Famstrom, Gene 10860 SW 83rd Ave. Jan-97 Jun-97
Patton, Joyce E. 13777 SW Northview Dr. Feb-95 Jun-98'
Williams II, Max 12103 SW 135th Ave. Jan-97 Jun-99
Intergovernmental Water Board
The Intergovernmental Water Board consists of five members and was established through an intergovernmental
agreement between the City's 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 Address Appointment Expires
Carroll, Patrick 8223 Wilderland Ct., Durham Jan-97 Dec-97
Drangsholt, Jan 16555 SW Monterey Lane, King City Jan-95 Dec-97
Froude, Bev 12200 SW Bull Mountain Road, Tigard Jan-97 Dec-98
Hunt, Paul 10320 SW Century Oak Drive, Tigard Jan-97 Dec-98
Scheiderich, Bill 10810 SW Garden Park Place Jan-94 Dec-97
member-at-large
203
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City of Tigard Oregon
visory, Committees •
Ad
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Libra Board
The Library Board consists of seven members appointed by the City Council for four term s. The Board advises the
City Manager and City Council on matters related to library operations. •
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Original Term
Citizens Address Appointment Expires
Beck, Larry 10820 SW Pathfinder Way Sep-95 Jun-99
Gustin; Tammy 10670 SW Derry Dell Ct. Oct-96 Jun-99 • 11 Hoklin, Lonn 9365 SW Millen Drive Jul=94 Jul-98
Irwin, Nancy 11135 SW 125th Place Jul-93 Jun-97 ' •
McKay,.Angus 9720 SW Frewing Street Sep-95 Jun-99
Vacant Position
Vacant Position
Planning Commission
The Planning Commission consists of nine members, appointed by the City Council to serve fouryear terms. The
Commission reviews and makes recommendations on land use issues. •
Original . Term
Citizens Address Appointment Expires
Anderson, Judith 10354 SW Bonanza Way Sep-95 Sep-99 •
Colison, Michael 13215 SW Genesis Feb-94 Dec-98
DeFrang, Carolyn 11650 Sw Terrace Trails Drive Nov-93 Dec-98
Griffith, James E. 10915 SW Fairhaven Way Dec-94 Dec-98 •
Holland, Ron 8910 SW McDonald Jan-93 Sep-99
Neff, Michael 16270 SW Copper Creek Drive Jun-96 Jul-00
Padgett, Mark 11270 SW 95th Sep-95 Sep-99 •
Scholar, Shei 14725 SW 79th Dec-94 Dec-98
Wilson, Nick 12573 SW Winterlake Drive Feb-94 Nov-97 •
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1997198 Adopted Budget
City of Tigard; Oregon
Staffing Summary
Budget Actual. Actual Adopted Proposed Approved. Adopted°
Unit Program . 1994/95 1995/96 1996/97 1997/98 1997/98 1997/98
Community Services
Police
1110 Police Administration 4.00 4.00 3.00 3.00 3.00 3.00
1120 Police Operations 31.00 37.50 42.00 41.00 43.00 43.00
1130 Police Investigation 11.34 19.00 18.50 20.00 20.00 20.00
1140 Police Support Services 5.33 0.00 0.00 0.00 0.00 0.00
1150 Police Traffic 5.33 0.00 0.00 0.00 0.00 0.00
Total Police 57.00 60.50 63.50 64.00 66.00 66.00
Library
1410 Library Administration 3.10 3.10 3.25 2.25 2.25 2.25
1420 Library Readers Services 7.03 7.03 7.55 7.80 8.30 8.30
1430 Library Technical Services 2.30 2.80 3.05 4.55 4.80 4.80
1440 Library Circulation 10.13 10.18 10.26 9.56 9.81 9.81
Total Library 22.56 23.11 24.11 24.15 25.16 25.16
1600 Grounds 6.00 6.00 6.00 6.50 6.50 6.50
Total Community Services 85.56 89.61 93.61 94.66 97.66 97.66
Public Works
2110 Administration 2.50 3.00 3.25 3.00 3.00 3.00
2120 Sanitary Sewer 6.50 6.50 6.58 6.75 6.75 6.75
2125 Storm Sewer 5.50 5.50 5.58 4.75 4.75 4.75
2130 Streets Maintenance 6.00 7.00 7.60 8.50 8.50 8.50
2150 Fleet Maintenance 2.00 2.00 2.00 2.00 2.00 2.00
2160 Property Management 1.00 1.00 1.00 1.00 1.00 1.00
2170 Water 15.50 15.00 14.59 15.50 15.50 15.50
Total Public Works 39.00 40.00 40.00 41.50 41.50 41.50
r Development Services
2210 Administration 2.00 2.00 8.00 8.00 8.00 8.00
0 2211 Administration - Urban Svc 0.00 0.00 0.00 1.00 1.00 1.00
2220 Building 11.00 14.00 11.00 12.00 12.00 12.00
2221 Building - Urban Service 0.00 0.00 0.00 6.50 6.50 6.50
• 2230 Current Planning 5.00 4.00 4.00 5.00 5.00 5.00
2231 Current Planning - Urb. Svc 0.00 0.00 0.00 1.50 1.50 1.50
. 2235 Advance Planning 5.00 4.00 4.00 4.00 4.00 4.00
2240 Engineering 12.00 13.00 14.00 13.00 13.00 13.00
2241 Engineering - Urban Svc 0.00 0.00 0.00 1.00 1.00 1.00
• Total Development Services 35.00 37.00 41.00 52.00 52.00 52.00
Policy & Administration
3120 City Administration 4.00 4.00 4.50 4.50 4.50 4.50
3130 Human Resources 3.00 3.00 3.50 3.50 3.50 3.50 .
• ' 3210 Finance 1.50 1.50 1.00 1.00 1.00 1.00
3220 Computer Systems 1.00 2.00 2.50 2.50 3.50 3.50
3230 Accounting 8.00 8.00 8.00 8.00 8.00 8.00
3310 Risk Management 1.50 1.50 2.00 2.00 2.00 2.00
3320 Office Services 4.00 4.00 4.00 4.00 4.00 4.00
• 3330 Records 2.00 2.00 2.50 2.50 2.50 2.50
3340. Municipal Court 3.00 3.00 3.00 3.00 3.00 3.00
Total Policy & Administration 28.00 29.00 31.00 31.00 32.00 32.00
Total All Programs 187.56 195.61 205.61 219.16 223.16 223.16
205
1997198 Adopted Budget
City, of:Tgard,.Oregon°
•
Management/ProfessionaI Group.
Salary`Sth6dule for 1997/98'"
Range Categofy, Classification Title ! Pa " Range
41 M4 Human Resources Assistant Hourly' 12.14 16.27
Monthly 2-104 - 2,820. .
Annually 25,248 33,840
43 M3' Confidential Executive Assistant Hourly 12.77 " - 17.11
Monthly 2,213 - 2,966
Annually 26,556 - 35,592 •
44 M4 Library Volunteer Coordinator Hourly 13.10 - 17.56
M4 Library Technical Services Coordinator Monthly 2,271 - . 3,043 •
M3 Micro Computer Support Tech Annually 27,252 - 36,51.6
45 M3 Assistant Planner Hourly 13.44 - 18.01
Executive Assistant to City Administration Monthly, 2,329 - 3,121
Human Resources Technician Annually - 27,948 - 37,452
Circulation Supervisor
Risk Technician
46 M3 Police Records Supervisor Hourly 13.79 - 18.47
M4 Buyer Monthly 2,390 - 3,201
Annually 28,680 - 38,412
48 M3 Development Services Supervisor Hourly 14.49 - 19.42. •
Monthly 21512 - 3,366
Annually 30,144 40,392
50 M3 Fleet Services Coordinator Hourly- 15.24 - 20.44
Youth Services Specialist Monthly 2,642 - 3,542
Annually 31,704 42,504 "
51 M3 Associate Planner Hourly 15.64 20.96
Budget & Financial Reporting Analyst Monthly 2,711 - . 3,633
Annually 32,532 - " 43,596
52 M2 Wastewater.Operations Supervisor Hourly 16.04 = 21.50 •
Water Operations Supervisor Monthly , • 2,781 - 3,726
Grounds and`Streets Supervisor Annually 33,372 - . 44,712 '
53 M3 Human Resources Analyst Hourly 16.45 - 22.64. •
Monthly 2,851 - 3,821
Annually 34,212 - 45,852 ,
55 M3 City Recorder Hourly 17.31 - 23.20 •
Monthly 3,000 - 4,021,
Annually 36,000 - 48,252 •
56 M2 Library Division Manager Hourly •17.75' , - 23.79
Monthly. 3,077 - -4124
Annually 36,924 - .49,488
57 M3' Senior Human Resources Analyst Hourly 18.20 - 24.39 •
Senior HR/Telecommunications Analyst Monthly 3,154 - 4,228
Annually 37,848 - 50,736 •
206 .
1997/98 Adopted. Budget
City of Tigard; Oregon
Management/Professional Group
Sala S06edule.for_1997/98
Range Cate o Classification-Title Pa 'Ran e
58 M2 Project Engineer Hourly 18.68 - 25.03
Operations Division Manager Monthly 3,237 - 4,338
Property Division Manager Annually 38,844 - 52,056
Utility Division Manager
Administrative Services Manager
59 M2 Planning Supervisor Hourly 19.15 - 25.66
Plans Examination Supervisor Monthly 3,320 - 4,448
Annually 39,840 - 53,376
60 M2 Senior Management Analyst/Risk Hourly 19.64 - 26.33
Inspection Supervisor Monthly 3,404 - 4,563
Annually 40,848 - 54,756
61 M2 Planning Manager Hourly 20.15 - 26.99
Financial Operations Manager Monthly 3,492 - 4,679
Annually 41,904 - 56,148
100 M4 Police Sergeant Hourly 20.94 - 28.05
Monthly 3,629 - 4,862
Annually 43,548 - 58,344
64 M2 Engineering Manager Hourly 21.73 - 29.13
Monthly 3,767 - 5,049
Annually 45,204 - 60,588
66 M2 Assistant to the City Manager Hourly 22.87 - 30.64
Network Services Director Monthly 3,964 - 5,311
Building Official Annually 47,568 - 63,732
68 M2 Human Resources Director Hourly 24.05 - 32.23
Monthly 4,169 - 5,586
Annually 50,028 - 67,032
105 M2 Police Lieutenant Hourly 23.76 - 31:84
Monthly 4,118 - 5,518
Annually 49,416 - 66,216
70 M1 Library Director Hourly 25.30 - 33.90
Director of Finance Monthly 4,385 - 5,876
City Engineer Annually 52,624 - 70,512
108 M2 Police Captain Hourly 25.63 - 34.34
. Monthly 4,443 - 5,953
Annually 53,316 - 71,436
• 72 M1 Public Works Director Hourly 26.61 _ 35.66
Community Development Director Monthly 4,613 6,181
Annually 55,356 - 74,172
112- M1 Police Chief Hourly 28.36 - 38.01
Monthly 4,915 - 6,588
Annually 58,980 - 79,056
• 207
1997/98"Adopted.Budoet;,:'=;
- : City.of Tigard, Oregon
:
aid Popce Officers Association
Ig
1997198.Salary Schedule
:
:
Ran e > Classificaflo' n Title : Ste 1 Ste p,2 .:::'Step, 3 Ste 4 -.Ste 5
450 Records Specialist Monthly 2,097 2,202 2,312 2,428 2,549
Hourly 12.10 12.70 13.34 14.01 14.71
Annually 25,164 26,424 27,744' 29,136 30,588 "
454 Property/Evidence Clerk Monthly 2,320 2,436 2,558 29686 2,820
Senior Records Clerk Hourly 13.38 14.05 14.76 15.50 16.27
Annually 27,840 29,232 30,696 32,232 33,840 •
450 Detective Secretary Monthly 2,097 2,202 2,312 2,428 2,549
Hourly 12.10 12.70 13.34 14.01 14.71
Annually 25,164 26,424 27,744 29,136, 30,588
454 Community Service Monthly . 2,320 2,436 2,558 2,686 2,820
Officer Hourly 13.38 14.05 • 14.76• 15.50 .116.27-.
Annually 27,840 29,232 30,696 32,232 33,840
350 Police Officer Monthly 3,000 3,078 3,239 3,409 3,590' •
Hourly 17.31 17.76 18:69 19.67 20.71
Annually 36,000 36,936 38,868 40,908 431080
208
1997/58... Adopted Budget
- City of Tigard, :Oregon.
..Oregon Public Employees Union
1997/98 Salary Schedule
.Range ` Classification Title. Ste :1 Ste 2 Ste 3 Ste .4. Ste 5 Ste 6 Step-7;
200 Administrative Specialist I Monthly 1,667 1,750 1,838 1,930 2,026 2,127 2,233
Hourly 9.62 10.10 10.60 11.13 11.69 12.27 12.88
Annually 20,004 21,000 22,056 23,160 24,312 25,524 26,797
201 . Accounting Assistant I Monthly 1,709 1,794 1,884 1,978 2,077 2,181 2,290
Utility Worker I Hourly 9.86 10.35 10.87 11.41 11.98 12.58 13.21
Annually 20,508 21,528 22,608 23,736 24,924 26,173 27,481
202 Library Assistant Monthly 1,752 1,840 1,932 2,029 2,130 2,237 2,349
Hourly 10.11 10.62 11.15 11.71. 12.29 12.91 13.55
Annually 21,024 22,080 23,184 24,348 25,560 26,845 28,189
206 Administrative Specialist II Monthly 1,939 2,036 2,138 2,245 2,357 2,475 2,599
PBX Operator Hourly 11.19 11.75 12.33 12.95 13.60 14.28 14.99
Senior Library Assistant Annually 23,268 24,432 25,656 26,941 28,285 29,701 31,189
207 Accounting Assistant II Monthly 1,989 2,088 2,192 2,302 2,417 2,538 2,665
Hourly 11.48 12.05 12.65 13.28 13.94 14.64 15.38
Annually . 23,868 25,056 26,305 27,625 29,005 30,457 31,981
209 Utilit y Worker II Monthly 2,093 2,198 2,308 2,423 2,544 2,671 2,805
• Engineering Technician I Hourly 12.08 12.68 13.32 13.98 14.68 15.41 16.18
Development Services Tech. Annually 25,116 26,377 27,697 29,077 30,529 32,053 33,661
Building Maintenance Tech.
• Maintenance Services Tech.
. 210 Sr. Admin Specialist Monthly 2,147 2,254 2,367 2,485 2,609 2,739 2,876
Information Processing Tech. Hourly 12.39 13.00 13.66 14.34 15.05 15.80 16.59
Code Compliance Specialist Annually 25,764 27,049 28,405 29,821 31,309 32,869 34,513
• 211 Senior Accounting Assistant Monthly 2,202 2,312 2,428 2,549 2,676 2,810 2,950
Hourly ' 12.70 13.34 14.01 14.71 15.44 16.21 17.02
Annually 26,425 27,745 29,137 30,589 32,113 33,721 35,401
213 Senior Utility Worker Monthly 2,315 2,431 2,553 2,681 2,815 2,956 3,104
Mechanic Hourly - 13.36 14.03 14.73 15.47 16.24 17.05 17.91
Water Works Inspector Annually 27,781 29,173 30,637 32,173 33,781 35,473 37,249
• Water Qual Prog Coordinator
209
i
1997/98. "Adopted!Budget
C of Tigard,'-Oregon
Oregon Public Employees:Union
1997/98 Sal ry Schedule
Ran a Classification,-.Title Ste 1 Ste .2 Ste 3 Ste 4 Ste S Ste 6 Ste -7.
215 Engineering Technician II Monthly 2,437 2,559 2,687 2,821 2,962 3,110; 3,265 •
Network Technician Hourly 14.06 14.76 15.50 16.28 17.09 17.94 18.84
Inspector I Annually 29,245 30,709 32,245 33,853. 35,545 37,321 39,181
Librarian
219 Senior Engineering Tech. Monthly 2,695 2,830 2,972 3,121 3,277 3,441 3,613 •
Hourly 15.55 16.33 17.15 18.01 18.91 1:9.85 20.84 i
Annually 32,341 33,961 35,665 37,453 39,325 41,293 43,357 •
220 Plans Examiner Monthly 2,767 2,905 3,050 3,202 3,362 3,530 3,706
Hourly 15.96 16.76 17.60 18.47 19.40 20.37 21.38
Annually 33,205 34,861 361-601 38,425 40,345 42,361 44,473
221 Inspector II Monthly 2,837 2,979 - 3,128 • 3,284 3,448 3,620, .3,801 •
Hourly 16.37 17.19 18.05 18.95 19.89. •.20:89 21.93
Annually 34,045 35,749 37,537 39,409 41,377 43,441.. 45,613
223 Engin./Survey Specialist Monthly 2,983 3,132 3,289 3,453 3,626 3,807. 3,997 •
Hourly 17.21 18.07 18.98 19.92, 20.92 21.96 23.06
Annually 35,797 37,585 39,469 41,437 43,513 45,685 47,965
224 Senior Plans Examiner Monthly . 3,059 3,212 3,373 3,542 3,719 3,905 4,100
Hourly 17.65 18.53 19.46 20.44 21.46. 22.53 23.65 •
Annually 36,709 38,545 40,477 42,505 44,629 46,861 49,201
225 Senior Inspector Monthly 3,137 3,294 3,459 3,632 3,814 4,005 4,205
Hourly 18.10 19.00 19.96 20.95 22.00' 23.11 2426 •
Annually 37,645 39,529 41,509 43,585 45,769 '48,061 . 50,461
210 ,
1997/98 Adopted Budget
City, of Tigard, Oregon
Schedule of Capital Equipment
1996/97 1997/98
ed. Adopted
Oty Adopt
City
Community Services
1110 Police Administration
Typewriter (1) 800 (1) 800
Desk/Chair (1) 2,500
Replacement Vehicle (1) 17,700
Total Police Administration 3,300 18,500
1120 Police Operations
Cell Phones 600
Replacement Patrol Vehicles (6) 130,330 (4) 85,616
Patrol Motorcycle (1) 9,500
Radios (4) 10,000 (2) 4,600
Supervisors print kit 250
• Weapons: Glock/Sig-sauer 550
Radar gun replacements (3) 2,850 (3) 2,850
Proximity locks for Police building 6,500
Lite Bar traffic stick (3) 2,250
Motorola unit for new patrol car 2,500
• Portable battery replacements 3,600
Desks/workstations 3,600
. Mp5 shoulder weapons 15,800
800 Mhz desk top radio 2,700
• Riot helmets with face shield (10) 2,000 (10) 2,000
• Replacement VCR 500
Total Police Operations 184,030 104,566
1130 Police Investigation
Replacement Detective Vehicles (3) 56,670 (2) 32,900
Radios 2,420
• Night camera system (1) 750 (1) 750
Office furniture for Detectives 1,500 (1) 1,400
Lazer printer 1,500
• Color Scanner 1,000
Printer/fax for records 1,000
. Cell Phone Replacement (7) 2,500
Bullet proof vests (2) 750
Videoman CCTV System 300
• Double head VCR/Time lapse recorder/Monitor 3,600. (1) 1,000
Micro-Recorder/Flat Mics (3) 500
Sony Video graphic printer 1,300
Computer workstations 16,300 (14) 18,600
GSR kit replacements (4) 1,080
• Total Police Investigations 90,670 55,150
• Total Police 278,000 178,216
1410
Library - Administration
Children's computer (1) 2,000 (1) 1,200
Replacement Computer Workstations (21) 22,500
• Public Access Computers (2) 3,600
9 GB Hard Drive upgrade (1) 3,000
Public Workstation - Word & Excel Capability (1) 1,200
CD rom network upgrade/UMI 31,500
Barcode reader (2) 700
• Internet Workstation (1) 1,000
Label Maker 250
Book drop/rolling carts 3,800
IAC Print Workstation - Magazine Access (1) 2,500
Application Tracking Software (1) • 500
Virus Protection Software - Public Use Computers (1) 300
Microsoft Office - Public Use Workstation (1) 500
. Total Library Administration 41,850 32,700
211 .
1997/98 Adopted Budget:
,ot;Tigard,:Oregon
Schedule of Capital Equipmeirt
996/97: 1997/98
- 1
Ado ted - ; ..::Ado ed c.,
1420 Library - Readers Services
Shelving 2,475 '
Oak end panels; laminated top/paneling 1,115
Microfiche carrier (1) 2,795 ,
Hanging Rack (1) -450
Book Truck (1) 3135 1
Total Library Readers Services 7,220 0
1440 Library - Circulation'
Self check automated check out system/cabinet (1) 24,345 '
Book carts . 885 (1) 433 ,
In Counter desensitizers (2) 2,065
Compact Shelving (1) 4;000
Total Library Circulation 27,295 4,433
Total Library 76,365 37,133 ,
1600 Parks & Grounds ,
Computer Workstation 1,970
String Trimmer' (1) 340
Turftrack Mower w/attachments 20,000
Spray tank for in-park vehicle 5,000 /
Power limber 800
Replace 36. commercial mower (1) 3,200 •
Three Wheeled Edger (1) 600 /
Backpack Blowers (2) 1,000
Drinking Fountain (1) 1,600
20 x 20 Tent Awning Cover (1) 1,200
Replacement Hand Held 2-way Radios (5) 3,550
Total Parks & Grounds 30,970 8,290 .
Total Community Services 385,335 223,639
Public Works
2110 Administration
Workstation 2,505
Replacement Office Chair (1) 350
Telephone Headset (1) 250
Microwave Replacement (1) 300
VCR for Training and Emergency Management (1) 300 .
'Radio 800 MGHZ (1) 2600
Total Administration 2,505 3,800
2120 Sanitary Sewer. ,
Combination Sewer•Cleaner 87,500 S
Vehicle 1/4 of cost split 5,000
Gas monitor replace 2,800 .
Concrete and Asphalt Saw w/trailer (1/4 cost) (1) 4,500
Replacement 2-way Radios 2,300 (4) 2,844 /
Locator SewerSnooper (1) 400
Heavy Duty Tripod Light Stand (1) 400 ,
Trailer Mounted Emergency Light Tower (1) 5,250
Total Sanitary Sewer 97,600 13,394,
2125 Storm Sewer
Combination Sewer Cleaner 87,500 ,
Vehicle 1/4 of, cost split 5,000
Cloud Ct. Detention Pond Maintenance 10,000 ,
Shady Place Detention Pond Maintenance 4,500 ,
Concrete Chain Saw Cutter (1) 910
Concrete and Asphalt Saw w/trailer (1/4 cost) (1) 4,500 ,
Trailer Mounted Emergency Light Tower (1) 5,250 ,
Replacement 2-way Radios (3) 1,150 (3) 2,130
Total Storm Sewer 93,650 27,290 '
212 ,
1997/98. Adopted Budget .
City of Tigard; Oregon
Schedule of:Capital Equipment
1996197 1997/98
Adopted Oty Adopted
2130 Streets Maintenance
Computer Workstation (1) 2,505
Replacement utility vehicleAift gate 23,500
Snow plow 3,280
2-way Radios (8) 5,688
Heat Torch 750
Concrete and Asphalt Saw w/trailer (1/4 cost) (1) 4,500
Total Streets Maintenance 30,035 10,188
2150 Fleet.Maintenance
Automatic Table Lift (1) 1,200
Software Cartridge for Scan Tool (1) 900
Hydraulic floor crane (1) 1,800
Total Fleet Maintenance 1,800 2,100
2160 Property Management
Shops furnace 3,500
Paint Red Rock Creek 300
Replace carpet 4,500
Garage Door Opener 2,500
Total Property Management 10,800 0
2170 Water
Replacement vehicle cost split 10,000
Menlor Reservoir Drainage System 40,000
Computer Equipment/Lap top 5,415 (3) 7,700
Chairs for crew room 850
• Asphalt and Curbing - High Tor Reservoir 20,000
Maintenance - Exterior Reservoir #2 30,000
• Hand Held 2-way Radios (8) 2,300 (9) 6,390
Replacement 314-ton Pickup (1) 20,000
Meter Reading Van - Replace 1970 vehicle (1) 20,000
Benches for men's locker room 500
Display Phone for Water Supervisor (1) 400
• Dictaphone Equipment (1) 1,000
Upgrade pumps 18,000
Scada upgrades and equipment 750
Aqua Scope leak detector 1,500
SCADA Equipment Phs III 5,000 Phs IV 5,000
. Generators (2) 56,000
Safety Program Tracking System (1) 505
3-inch Trash Pumps (2) 2,700
Concrete and Asphalt Saw w/trailer (1/4 cost) (1) 4,500
Electric Drive & Generator for Tapping Machine (1) 3,395
Direct Line Locator (1) 3,300
Total Water 99,815 165,390
Total Public Works 336,205 222,162
Development Services
2210 Administration
Map Racking System (1) 600
Front Counter Fax Machine (1) 1,500
• Office Furniture 6,100 575
Designer Module for Pennit'Plan Software (1) 4,000
Printer (1) 400
Self help desk (1) 2,000
Computer Workstations /Lap top 8,400 (8) 13,340
. Total Administration 16,900 20,015
i
213
pted Budget 4 ,
1997/98,-Ado
Cit of Tigard,:Oregon:
- • .
Schedule of Capital Equipment;
1996/97 1997/98.''.
'Adopted: a : ` Ado ed-
oty
2220'Building Inspection
Computer Workstations . (9) 14,400
Lateral File Cabinets (2) 1,200"
Office Equipment 6;850 •
CD tower 3,000
Total Building Inspection 9,850 15,600
2230 Current Planning
Cellular Phone for CSO 1 100
Lap Top Computer for CSO (1) 2,330
Computer Workstations (3) 4,800 •
Total Current Planning 0 7,230
2231 Currenf. Planning - Urban Services •
Cellular Phone for CSO (1) 50 •
Lap Top Computer for CSO (2) 1,170
Total Current Planning - Urban Services 0 1,220
2235 Advance Planning
GIS workstation upgrade 1,100 (1) 600
Computer. workstation (1) 3,500
Office furniture 1,550 •
.Upgrade GIS Monitor to 17' (.1 700
Total Advance Planning 2,650 4,800 .
2240 Engineering
Lap Top for Inspector (1) 4,000 •
Computer for Tech II (1) 2,000
Furniture for Tech II (1) 2,000 •
Copier (1) 5,300
Computer workstations (3) 6,700 (6) 12,300
Survey van replacement (1) 20,000 •
Traffic Counter (1) 900 (1) 1,000
Total Engineering 36,900. 17,300 ' •
Total Development Services 66;300 66,165
Policy & Administration
3110 Mayor & Council
Upgrade to Sound system (1) 6,860
Fax machines for mayor and councilors (1) 1,200 •
Computer workstations 6,500 '(1) 1,850
Total Mayor & Council 14,560 .1,850 .
3120 City Administration •
Folding Table Replacement in Town Hall (16) 1,850
Computer Workstation replacement (1) 900 (1) 2,000
Office furniture '2,100
Total'City Administration 3,000 3,850.
3130 Human Resources
Privacy panel 200 .
File cabinets 1,800
HRIS Software for HR Tracking System (1) 2,500, .
Computer Workstations (4)' 3,000
Total Human Resources 5,000. 2,500
3210 Finance
Copier Replacement - Niche 15,500
Total Finance 15,500 0
s
214
1997/98 Adopted Budget
City of. Tigard, Oregon:
Schedule of Capital Equipment
1996/97 1997/98
Oty Adopted Oty: AAdopted
3220 Computer Systems
Tape & Disk Storage System (1) 200
Digiboard dial up lines 800
Voice Mail 510
Castell fax 2,000
Replace library router 2,000
Additional hubs 5,850
Uninterruptible power supply 2,000
Dedicated application workstations 10,000
Microsoft Outlook Software (100) 3,500
Novell 4.1 Maintenance (150) 4,760
Novell Managewise Maintenance (1) 450
PC Anywhere (10) 1,250
• Microsoft Office 97 (10) 1,490
Microsoft Exchange (50) 2,500
NT Backup Agent for Seagate " (1) 1,000
Office Chairs (2) 720
Modems for remote dial in (5) 1,250
Computer Workstations (3) 5,000
Laptop Computer (1) 2,600
Hub - Library (1) 1,000
Hub - County Urban Services (1) 1,000
Lan City Bridge Upgrade from 4MB to LOMB (1) 3,000
RAID Controllers (4) 7,800
SCSI CD ROM Drive (1) 100
Total Computer Systems . 24,410 36,370
3230 Accounting
Replacement calculators (3) 400 (3) 400
• NT File Server for new accounting software (1) 7,500
Software Upgrade - Accounting (1) 26,900
Dot Matrix Printer (1) 450
Telephone Headset (1) 250
Office furniture 1,950
Shelving Units 780
Software Upgrade - M81- Utility Billing (1) 1,500
Computer Equipment 7,200
Total Accounting 9,550 37,780
3310 Risk Management
Radio EMP 756
• Lockable filing cabinet 725
Ergonomic chair (1) 400
Lap Top Computer
Upgrade RAM computer (1) 275
New phone for FTE Risk Technician (1) 400
Desk workstation (1) 1,350
Computer Workstation (1) 1,900 (1) 2,000
. Total Risk Management 5,800 2,000
w 3320 Office Services
Computer workstation (1) 1,800 (1) 2,750
Cellular phone (1) 350
• Total Office Services 2,150 2,750
3330 Records
Computer Workstation (2) 3,600
• Shelving Canterbury 1,755
Total Records 5,355 0
3340 Municipal Court
Computer Workstations (1) 1,800 (2) 4,000
Chairs 800
Total Municipal Court 2,600 4,000
• Total Policy & Administration 87,925 91,100
Total Capital Outlay 875,765 603,066
215
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CITY OF TIGARD
SETTING THE STANDARD FOR SERVICE
EXCELLENCE
We are committed to:
PARTICIPATION
Citizens and employees working together
INNOVATION
Consider and respect new ideas
RESPONSIVENESS
Accurate and timely
COMMUNICATION
Open and clear
COURTESY
To all