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City of Tigard Budget - FY 1998-1999 CITY OF TIGARD, OREGON 1998/99 ADOPTED BUDGET r w' "rrr+. "r . i n y ,~3✓~_ + • fit: ._p The 1998/99 Budget cover photo was taken over the Tualatin River near Cook Park during the Tigard Festival of Balloons by photographer and writer Elizabeth Thomson Becker. While a resident of Tigard and Beaverton, Elizabeth Thomson Becker spent many very early mornings photographing the hot air balloons at the Tigard Festival of Balloons. When not photographing balloons she enjoys taking pictures of classic boats, Victorian homes, pets and . people. She now makes her home in Port Townsend, Washington where her photographs are sold as cards and prints. 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 Festival of Balloons is a City of Portland Rose Festival sanctioned event and attracted more than 100,000 people this year. • .::.:::::::::::::::::x...:...81....:: A..:.::..:..::...:::::::~::::..:.:.::..: 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 Melinda Sisson 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 Printed on Recycled Paper . i GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished' Budget Presentation Award PRESENTED TO • City of Tigard, . Oregon 40 40 For the Fiscal Year Beginning - July 1, 1997 President Executive Director 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, 1997. , 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 for a period of one year only. We believe our current budget continues to ' conform to program requirements, and we are submitting it to GFOA to determine its eligibility for i another award. i i May 4, 1998 CRY OF TIGARD Honorable Mayor Nicoli, members of the City Council and citizen members of the Budget Committee, I hereby submit for your consideration the 1998/99 OREGON . proposed budget for the City of Tigard. The City of Tigard finds itself in an enviable position after the first year of implementation of Measure 50 which was approved by voters in May 1997. Although the Measure succeeded in reducing property taxes across the state, the City of Tigard did not lose significant property tax revenue. Due to an exception in the Measure which provided for the continuation of recently approved property tax authority, Tigard • voters approval of the new tax base in 1994, which became effective in 1996, was not reduced by the Measure. At the same time, Tigard voters saw significant reduction in their property taxes through reductions in taxes for the Fine district, the County and the Schools. • The City has operated with the guidance of a five year financial plan. The current plan began in 1996/97 and projected operations through 2001. The plan was adjusted to anticipate the reductions from Measure 47 in • 1996/97 and changes were made to reflect the approval of Measure 50 and the repeal of Measure 47. In addition, the plan is updated each year to reflect current revenue and expense projections for future years. The financial plan as adjusted at this time provides funding for City operations through the year 2006. The plan includes the addition of 76 positions between 1997/98 and 2005/06. Most of these positions are anticipated to address growing demands for services and the maintenance of expanding City infrastructure and assets. • 1998/99 Budget Proposal • The 1998/99 budget proposal has been designed to ensure the continued provision of basic quality services to the community while at the same time recognize those areas of City operations that need more resources. Department Heads were instructed to budget in accordance with the financial plan guidelines. Although there are . some exceptions in certain budget units, the overall proposed budget is below the financial plan limit. The total operating budget of $21,541,862 represents an increase of 11.5% over the 1997/98 budget. The financial plan limit for the total operating budget was $21,735,567. • The proposal includes 13.35 new positions. This increase in staff was contemplated in the financial plan and will provide the staffing necessary to continue quality services. Eight (8) positions are being proposed in the Public • Works department, 2.35 in the Library and 3 in Development Services and Administration. The proposal also includes $935,391 in capital equipment. Included are routine replacement of Police vehicles, • the replacement of a van for Engineering, the purchase of turf renovation equipment, the replacement and • purchase of a number of computer workstations and related equipment, an additional Sewer and Storm Drain line cleaning truck and a replacement dump truck. The 1998/99 budget proposal was designed to provide continued quality services and to address a variety of significant issues as follows: Police • Last year, the City Council approved the hiring in advance of three additional officers that were intended for the 1998/99 fiscal year. This allowed the Police department to begin training these additional officers so that they would be on the street in the 1998/99 year. As a result, the Police budget includes no new officers for 1998/99 as • they have already been hired. 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639-4171 TDD (503) 684-2772 The Police department budget also includes additional emergency vehicle operation training and the purchase and , training of a new police dog. Library Due to a commitment from Washington County to continue Library funding at current levels, the City expects to . receive $1,146,000 in Washington County Community Library Services (WCCLS) revenue. This represents a 12% . increase in Library funding from last year due to increased circulation of Library materials. In response, the Library budget proposal has added 2.35 positions. Most of this increased staff effort is concentrated in the readers services , area which includes improved reference coverage, and additions to resources for Youth and Adult service , programs. Other increases in staff are also included in the technical services and circulation areas. The Library budget proposal also includes the upgrade of 17 computer workstations as part of the conversion of the , County Wide Library data base system. This project is expected to be completed by August 1998 and will greatly enhance the capabilities of Library users in accessing Library resources. , Public Works , Public Works administration is adding a clerical position to assist with administration of the department and , particularly the increased coordination and administration of the Willamette River water project. The Parks budget includes the addition of an Urban Forester position and the addition of a Utility Worker. T he , Forester position is needed as part of the "2000 trees by the year 2000" effort and to maintain the thousands of existing trees in City greenways and parks in a healthy and safe condition. The additional utility worker is needed to , maintain the increasing use of Cook and Summedake Parks. The Parks budget unit is also adding ball field renovation equipment to enhance the condition of existing ball fields and in anticipation of additional fields at Cook Park. Public Works is also proposing the replacement of the large area mower and the addition of a mower for , maintenance of bike and pedestrian path areas. , The Wastewater functions of Sanitary Sewer and Storm Sewer have proposed to add 2 utility worker positions to , comply with the new Unified Sewerage Agency standards for system maintenance. These positions were also , needed to provide maintenance for various surface water detention ponds that have now become the responsibility of the City. Both units are also proposing to split the cost of an additional line cleaning truck for wastewater system maintenance estimated at $85,000. , In November 1997, the street unit took on certain street maintenance activities in an area of Washington County outside the City limits known as the Urban Service Area. Two street utility workers were added in January 1998 , which were paid for by the County. The 1998/99 budget proposal includes the continuation of street maintenance , services to the Urban Services Area. The County will pay the City an estimated $150,000 for these services this year. The fleet maintenance budget unit is responsible for maintaining the City's fleet of vehicles and other operation equipment. In order to keep up with the volume of work in the shop, we are proposing to add a second mechanic . position. The number of vehicles and equipment maintained by our fleet crew continues to grow. , The Water operation is proposing to add a position for support of office requests from customers. This will free , field crews from having to leave job sites to attend to customers requests and allow a greater focus on project completion and provide a quicker response to customers. The Water unit is also planning to replace a dump truck at a cost estimated at $80,000. The Water unit also plans to remove in-ground diesel fuel tanks from two reservoir , sites which is estimated to cost $64,000. , H • Community Development Community Development has implemented the extension of., development services to the Urban Service • Area.. Activity over the past several months has not been as strong as anticipated but the trend is now changing. Several new subdivisions have been submitted for approval and it appears planning and building activity will improve. The City Council is expected to approve the addition of a housing inspection program to begin this year. This program will be funded by the general fund with the addition of a'housing inspector. The program is designed to ensure that the older housing stock in Tigard is properly maintained and safe. It will be a complaint driven process and will focus on the condition of multifamily housing developments. • The Community Development administration budget includes $65,000 in funding for implementation of visioning goals and to follow up on the Washington Square regional plan which is now underway. . The Engineering budget includes the addition of a half time clerical position to assist with administration and • data entry in the, department. Also included is the replacement of an Engineering inspection van. The street lighting budget which is funded with state gas tax dollars includes $350,000 for power, $70,000 for • light and traffic signal maintenance and $10,000 to refurbish metal light poles as needed throughout the City. City Administration Two new positions are proposed in this program. An additional position is being -requested in the Network services area. This will add a third network technician to respond to.the needs of network users., The network • .continues to serve the City well and is in a constant state of upgrade and expansion. Technology continues to change and the capabilities of the system continue to expand and become more complex. This position will allow Network services to continue to expand the technology and at the same time provide prompt service to users. This position was anticipated in the plan in 1999/00 but has been brought forward to meet current, needs resulting in part from changes in the division of computer responsibilities between the central network function and that of departments. The Accounting area is also proposing an additional position. This position will deal with the City business tax process and will also assist with clerical duties in the purchasing area. The Accounting budget also includes $54,000 for the upgrade of the City's utility billing software-both for the year 2000 and to add flexibility to the. system as the City considers changes to the style and frequency of billing. Also included is $17,625 to • complete-the conversion of the City's financial software. . General Government This area of the budget used to include citywide. utility costs and the City Attorney. Although City Attorney ,services continue to be provided by an outside Attorney firm, the costs have been distributed to the various departments and budget units. This is intended to enhance the control of Attorney costs and provide more accountability within the departments for use of Attorney time. • Capital Improvements The proposed budget includes $22,579,250 in capital improvements. More than half of the capital • improvement funds available are in the enterprise funds which include Water and Wastewater. A $4,000,000 transfer is'proposed from the water general fund to a new fund designated as the Willamette CIP fund. This fund will be used to record all expenditures related to the Willamette river project being considered. by the City and several water provider partners.- -In addition to this project, $1,810,000 is being budgeted for other • water system improvements including meter replacements and line extensions. iii General capital improvements include improvements to the Library roof, City Hall window and flashing repair, a variety of bike path improvements, renovation of the Canterbury site, the 91st avenue grant project, parking improvements to the Main and Tigard Street property. and a contribution of $780,000 to the facility . fund. The facility fund budget includes the proposed purchase of property to enhance the Civic Center "Campus". and the remodel of the older section of the Police facility. . Debt Service The City's general obligation debt continues to.decline.. The Road bonds issued in 1989 reach their final maturity this year and the estimated rate of $.45-per thousand will come off of the City's levy in 1999/00. The final maturity for the Civic Center bonds issued in 1984 will be paid in 2002/03. Notes issued to fund . the Dartmouth LID mature on December 1, 1998.. We expect to redeem the notes with collections from property owners and the sale of Bancroft Bonds for those property owners applying to pay in installments. The City Council has expressed a desire to put a facilities bond issue before the voters in November 1998. • If such a measure; is approved, bonds would be issued in the spring of 1999. Debt service on such bonds. would be.levied for the first time in 1999/00. In addition, the City is contemplating the issuance of Revenue Bonds to provide partial funding for the City's share of the construction of a Willamette River water intake, . treatment and transmission facility. The sale of bonds would most likely not occur this fiscal year. Additional transportation 'improvements are needed which will Iikely'be identified over the next ,year.. It is likely that the City Council will consider asking the voters for bond authority to make' 'further road . improvements sometime after the millennium. 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 year ending June 30,1997. The City also received the Distinguished Budget Presentation award for the 1997/98 budget. The City will continue to produce quality financial documents that meet the requirements of.both of these programs. Conclusion • The City of Tigard has successfully navigated through the implementation of Measure 50 and has emerged . in strong financial condition, capable of meeting the growing demand for services now and into the next . . century. The budget, as proposed, reviewed in conjunction with the financial plan, will allow the City to continue to provide quality basic services through 2006 without the need for additional property tax funding. . As we proceed through the next few years, we will continually update, our financial plan to- ensure that . decisions made today will not adversely impact our ability to provide services-in the future. 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 want to' thank all department heads and their staff for their sincere efforts at producing a budget that will provide the best value to the citizens of Tigard. . Respectfully submitted, a William A. Monahan City Manager . iv X-X OITY,C?F..:...................................................:..............:.::.:::::::.::::.:...:.....,..::::.:::.:::.:::::::::::::.::::::: X: X :::;.;1- 98, 9..A .t d..~~t : >:7ABEI`(F>rQNTE... BUDGET INFORMATION: Readers Guide to the Budget Document 1 Council Goals 3 Budget Process 5 City Information 7 Organizational Structure 8 Fiscal Policies 8 Property Tax Summary 11 Tax Base History 12 Assessed Valuation 13 Program Budget Matrix 14 Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance- Governmental 17 Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance-Special Revenue . 18 Combined Budget Statement of Revenues, Expenditures and Changes in Retained Earnings - Proprietary 19 Comprehensive Long Term Financial Plan 20 • REVENUE SUMMARY: Revenue Summary 23 Property Tax Revenue 25 State Revenue . 26 Enterprise- User Fee Revenue 26 Connection Fee Revenue 27 Permit Revenue 27 Franchise Fee Revenue 28 County Revenue 28 Fine Revenue 29 Interest Revenue 29 FUND REVENUE: General Fund 30 Enterprise funds 34 Sanitary Sewer Fund 35 Storm Sewer Fund 36 Water Fund 37 Water SDC Fund 38 Willamette River CIP Fund 38 Water Quality/Quantity Fund 39 • Special Revenue Funds 40 Building Fund 42 Electrical Inspection Fund 43 Urban Services Fund 43 Criminal Forfeiture Fund 44 State Gas Tax Fund 44 County Gas Tax Fund 45 Traffic Impact Fee Fund 45 • Traffic Impact Fee -Urban Services Fund 46 Parks SDC Fund 46 Underground Utility Fund 47 • Workers' Compensation Fund 47 FEMA' Disaster Fund 48 • Tree Replacement Fund 48 . «~:2:~:<~:~:~::i::::z :::::::::::::iz:;;:::::i:«:i:::::::::;:;::::;::::;:::z;:::;::;::s:;:>:::<::::;;::;;:<:::;::;::;::;::: Debt Service Funds 49 • General Obligation Debt Service Fund 51 . Bancroft Bond Debt Service Fund 51 . General Obligation Escrow Account Debt Service Fund 52 Capital Projects Funds 53 • Special Assessment Improvement Fund 54 Park Levy Improvement Fund 54 Facility Fund 55 • Bull Mountain Road Improvement Fund 55 Metro Greerispace Fund 56 PROGRAM EXPENDITURES: r Program Budget Organization 57 Organization Chart 60 Expenditure Summary - By Program 61 • Operating Budget History 62 Total Operating Budget 63 COMMUNITY SERVICES PROGRAM: 64 Police 65 Library 75 Arts Funding & Social Services 88 . Parks 89 PUBLIC WORKS PROGRAM: 92 . Administration 93 . Sanitary Sewer 96 Storm Water 99 Streets 102 . Shops and Services 105 Property Management 108 Water 111 . DEVELOPMENT SERVICES PROGRAM: 114 . Community Development 115 Administration 116 . Building Inspection 119 Current Planning 122 Long Range Planning 125 . -Engineering 128 Street Lights & Signals '131 . :;:<:<>:::::>::::;:::»: : 'IY: FTIGARD E. ;;:.;::.:::::::.:.::.;.:<.::::::::.::..:...:.::I.....:: d....:.:..................................................................:.::.:::.::.:...................................:. 9 8199.►da ted..t3~1 get. . ':..:::::...:........TAB 'E a F;Gi'JNT . • POLICY AND ADMINISTRATION PROGRAM: 133 • City Administration Recap 134 Mayor and City Council 135 City Administration 138 Human Resources 141 Visioning 144 • Risk Management 145 Network Services 148 Finance Recap 151 Finance 152 Accounting 155 Administrative Services Recap 158 • Office Services 159 Records 162 • Municipal Court 165 GENERAL GOVERNMENT PROGRAM: 168 • City Wide Support 170 City Attorney 171 . DEBT SERVICE/CAPITAL IMPROVEMENTS/CONTINGENCY: • Debt Service Program Summary 172 General Obligation Bonds.175 • Bancroft Improvement Bonds 176 Capital Improvements Program Summary 177 Summary of Capital Projects 179 Summary of General Capital Improvements 180 Five Year Capital Improvement Plan 181 Contingency 204 • APPENDIX: . Glossary of Budget Related Terms 205 • Advisory Committee 210, Staffing Summary 211 • Management/Professional Group Salary Schedule 212 Tigard Police Officers Association Salary Schedule 214 Oregon Public Employees Union Salary Schedule 215 • Schedule of Capital Equipment 217 City of Tigard Map 224. City of Tigard, Oregon , i / 1 1 1 1 1 1 1 BUDGET INFORMATION Reader's Guide to the Budget Document City Council Goals & Tasks Budget Process City Information Organizational Structure Fiscal Policies Property Tax Summary Tax Base History Assessed Valuation Program Budget Matrix Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance - Governmental Funds Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance - Special Revenue Funds Combined Budget Statement of Revenues, Expenditures and Changes in Retained Earnings - Proprietary Funds Comprehensive Long Term Financial Plan City of Tigard, Oregon A4 City 01 ,i,,rd, Oregon EBlid" et:'>>< <?<:::>>'':> <'.!>>>'<<>'' lagf~ls'3i1o p :..:.............g......::::::.::::::...: . n..:.:................................................................:.::::::.:::.. . e:Bud: et.E?..crrer4 . . ::::::::::..:::.::..:.:::.::::::::::...:.:...............Rears.:gtde:#c: th....:...:............................::.:.::.::::::::.:::::::::. 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 r 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 Expenditure 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 explanatory 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. 1 9t 1 ;3:>:A #eef:l3ud e ..:::.............g.......::.:::.:::::::.::::::::::::::.:::..::::.::........................::::..:.::::::.:::::::.::.:::::::::.::.::..:.........................................::::::::::::::::::....................... it crin'i>>'>:»>'>`>»>:»>»>>>><<<>><>>><>«»<>>><<< .:...:............................:..::::.::.::::::::::::.:.::::::::::::............................:.Y:::::::.:::: et..:ac...:..:....:.....................................................::::. U Public Works Proqram i This section includes budget appropriations and- explanatory 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 explanatory 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 explanatory 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 explanatory material for city-wide . expenditures that are not easily attributable to specific activities within the operating programs, including City Attorney services. Debt/CIP/Contingency 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 reader's understanding, such as, salary schedules, staffing summary and glossary,-of terms . used in the budget. Also included, is a schedule of capital equipment and a listing of Board and committee members. 2 19~1~193Rd'" :ted:8~ud The Tigard City Council has embarked on a new goal setting process. The process now begins in the fall of each year so that goals for the next fiscal year are in place prior to the budget process. This allows departments to prepare their budget requests with the Council Goals in mind. The following Council goals were established for the 1998/99 fiscal year. In addition to the goals, the Council established a variety of Tasks to be done in certain time frames. The tasks are shown on the following page. Together, the Goals and Tasks indicate the activities the Council intends to pursue in 1998/99 and beyond. * Maximize opportunities for citizens to participate and contribute through an effective Volunteer Program. * Identify the City's commitment to Park Facilities and Recreation programming to the year 2010. * Identify, schedule. and participate in specific activities the City can under take or promote that result in improvements to 99W, balanced with community interests. * Define the City's annexation program on four distinct areas; Walnut. Island, Bull Mountain, Metzger and other areas. * As the lead agency, define the course for the future of the downtown in cooperation with merchants and the community, and specific actions that can be taken toward desired results. * Obtain a long-term water supply solution. * Provide tools and implement programs that protect and enhance the community's, aesthetic qualities balanced with development -such as planting 2000 trees by the year 2000. * Encourage and support private sector programs to maintain diverse and affordable housing and protect Tigard's older housing stock. • Promote better public transportation to serve riders within Tigard, and from Tigard to other suburban communities. • Develop a comprehensive.public facilities plan that includes construction, management, funding, and maintenance for streets, sewers, sidewalks and street lights. 3 I ask`<><;:«>>:'>::>«><<<><><<>»»«`><<»'»>»> To be completed this year: * Survey, assemble and evaluate opportunities to create tools to protect community aesthetics. * Implement a revision to the CIT program to emphasize citizen education, and citizen • access to resources on one evening a month. • * Conduct Visioning Process. * Develop long-range and short-range space plans and evaluate funding alternatives. * Employee recognition. . * Implement workplace violence recommendations. * Review existing City ordinances and resolutions. • * Rewrite Tigard Development Code. * Promote use of Metro Greenspaces funds for the Tualatin River and Fanno Creek. * Schedule regular board, committee & task force updates. • * Define philosophy and budget for community events. * Develop duties and justification for volunteer coordinator position to serve all City Depts. To be completed within one year: . * Develop and implement a mechanism to revise development fees annually to recover costs. Review engineering fees in 1998. * Police funding - Specialty programs: Youth Officer, GREAT, DARE, Officer at the Square. . * Support heavy passenger rail service planning through Tigard. * Participate in Youth Center Study (of private interest groups), consider the results, and determine City position on developing a youth center and youth programs. * Investigate options for non-profit group to enhance plastics recycling opportunities. To be completed within two years: * Planning Studies: Washington Square, Scholls. • * Improve Media relations. * Implement Tigard's approach to working/dealing with regional issue coordination. * Implement Vision goals. 4 1998{98 ...dppted u.:.:g:::.;:;:..:;.:.;:.;:.;:...:: . 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. March Director of Finance prepares revenue estimates for coming year. * Requested Budget is submitted to the City Manager. Budget negotiations between Department Managers, City Manager and Director of Finance take place. April/May * 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. • June * The Approved Budget is available for public review once the document has been submitted to the Budget Committee. * 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. 5 99 19 Ac. e P.:::.:::.: d ti :::re. t~ Y 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 'e"' U- ii.u < E ri eeusis»> 1 rester; f Fi an . . i€eetor al Fib -t ' Pti ~ P0iA! F?ro>sec etiet`€o sc~i►tte t3 fe > Gees ? i.1 • <:i=sect: JANUARY FEBRUARY MARCH APRIL MAY. JUNE JULY : 6 : id. tid et : €9981W < A g ...........:::::I X ax.. Government: Population Facts: Incorporated: 1961 Population by year. 1960 347 1970 6,499 The Council - Mayor - City Manager form of 1980 14,286 government was established by Charter on 1990 29,435 November 6, 1962. 1996 35,925 1997 36,680 Number of Mayors serving Tigard since 1961: 15 Estimated Population: Jul-98 37,400 Average annual growth: 2%' Physical Facts: Age Groups Square Miles (incorporated area) 10.44 7ooo Miles of streets 123.6 Bull Mt. Summit 713 ft Highest Elevation: B6000 ::G:.:: Riverfront 104 ft Lowest Elevation: Cook Park sooo Climate: 4000- 0 m 36 Temperature: Lowest monthly average - a Highest monthly average 79 o a 3000 X. 43.15" vera9a Annual Precipitation A 000 z Economic Facts: 1000 1996: 27,194 Estimated Employment 0 Largest Employ. sector. ' Health Svcs. 12,544 0 = = `v in o c u+ o Estimated Median Household income: 1996 $ 46,369 Age The top ten employers in the Portland Metropolitan area, as,of January 17, 1997: Housing Facts: # of Employees 1. Intel 9,500 Total Estimated Assessed Value 2.. Fred Meyer 8,000 in Billions: 1998 $ 2.883 3. Kaiser Permanente- 6,862 s 4. Providence Health System 6,352 1996197 Statistics • 5. U.S. Bancorp 5,592 Residential Home permits issued: 285 6. Legacy Health System 5,055 ii Average dollar value of new homes: $ 187,736 - 7. Nike, Inc. 4,773 Assessed Value of new homes: $ 53,504,619 • 8. Tektronix 4,770 9. Freightliner Corp. 4,229 Multi-family permits issued: 70 10. Safeway, Inc. 3,085 Assessed Value of new construction: $ 6,076,806 Source: The Business Journal -January 17, 1997 Assessed Value of Commercial Const. $ 38,236,453 . .7 998139 ;8ttO:,t tl EI :...:.:::..:.........:........C...:.:;::::::; C. -T X 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 sere 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 i 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 Tiigard'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. . 8 i i ,3Acjo ;E3t.....:t ...:...9 ....:....:::p:.::.:.: {~r ad> :>:>>:.>:<:>::::<.»;:::<:::::[:>:<:<:; Obiectives 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 maximum 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). 9 10 1.$;;M..-- c#o : ted.: E~ Capital Improvement Policy Systems Development Charges (SDC's) will be used for infrastructure capacity expansion -and improvements, including in-house engineering and design. . * Future operating costs associated with new capital improvements will be projected and included in the . operating budget forecast. * The City will determine and use the most effective and efficient method for financing all new capital . • projects. * Special funds dedicated for capital improvements will be segregated in the accounting system and . used only for the intended capital purposes. . Accounting Policy * The City will maintain high standards of accounting. Generally, accepted accounting principles (GAAP) will be used in accordance with the standards developed by the Governmental Accounting Standards • Board and endorsed by the Government Finance Officer's Association (GFOA). . * An independent annual audit will be performed by a public accounting firm, which will issue an official . opinion on the annual financial statements and . management letter detailing areas that need improvements. * Full disclosure will be provided in the financial statements and bond representations. • * 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. . 10 1998/99 Adopted Budget r City of Tigard, Oregon Property Taxt6mmary. • Actual Actual Actual Proposed Adopted 1995/96 1996/97 1997/98 Tax Information 1998/99 1998199 S Property Taxes • 4,526,835 6,499,186 6,819,967 General Fund 7,236,378 7,236,378 1,439,395 1,418,654 1,652,289 GO Debt Service 1,689,068 1,689,068 108,203 0 0 Water Debt Service 0 0 • 6,074,433 7,917,840 8,472,256 Total Tax Levied 8,925,446 8,925,446 " • Assessed Values 2,458,738,549 2,735,213,090 Beginning 2,711,669,298 2,711,669,298 194,974,541 274,359,234 Est Market Value Increase 81,350,079 81,350,079 80,000,000 100,000,000 Est New Construction 90,000,000 90,000,000 • 1,500,000 1,816,000 Annexations 0 0 • 2,735,213,090 3,111,388,324 2,711,669,298 Total Assessed Value 2,883,019,377 2,883,019,377" Tax Rates/$1,000 AN 1.66 2.09 2.32 General Fund Permanent Rate 2.5132 2.5132 • 0.53 0.46 0.46 GO Debt Service 0.5859 0.5859 0.04 0.00 0.00 Water Debt Service 0.0000 0.0000 • 2.22 2.54 2.78 Tax Rate 3.0991 3.0991 Est Tax per Household • ($120,000 Avg Home) 198.60 250.66 278.40 General Fund 301.58 301.58 63.15 54.71 54.71 GO Debt Service 70.30 70.30 • 4.75 0.00 0.00 Water Debt Service 0.00 0.00 19 Total Estimated 266.50 305.38 333.11 Tax per Household 371.89 371.89 Measure 50 was implemented in 1997/98. This measure changed the way tax, authority for the 'City is calculated each year. The City's taxbase,.which was 6,891,856 in 1997/98, was converted. to a permanent rate of $2:5132 by the measure. The measure established 1997/98 assessed value at 1995/96 values, less 10%. The permanent rate is" multiplied by the assessed value each year to arrive at the tax authority for that year. Assessed value growth is limited to 3% per year, plus new construction. 11 S :o e ors ? Y...........9....:::: r::::r.::::.9.:::::::::::.:::::...:::::::::::::::::::::::::.::. vy • ' Up through and including the 1996/97 fiscal year; the State of Oregon property taxsystem was a 'e 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 66% 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 S as Measure 47. The City of Tigard is covered by an exception to the reduction in property taxes due to its recently approved tax base increase in 1994 and therefore did not suffer the loss of,propetty tax revenue as anticipated. ' 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.' Tiigard's. permanent rate is $2.5132 per thousand, which is estimated to raise $7,236,378 in 1998/99. The City's tax base history is shown on the next page. ' Property Tax Authority 8,000,000 ; i'. FiFi•'' 00 7r000r0 Y.: X 41 6'000,000 5'000,000 ~.r• 4,000,000- 3,000,000 2 00 000 0 1,000000 0 91/92 92/93 93/94 94/95 95/96 96/97 97198 98/99 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 Authority 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 6,819,967 . 98/99 7,236,378 12 , • 1'998/99 Adopted Budget City-:of Tigard,, Oregon n 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 collected. • Assessed values on individual properties were rolled back in 1997/98 to 1995/96 levels and then 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 12,500,000,000 2,000;000,000 i 1,500,000,000' 1,000,000,000 i 500f000f000 •F.•'i :}•i .ffii 92/93 93/94 94/95 95/96 96/97 97/98 98/99 • j 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 2,711,669,298 98/99 2,883,019,377 • 13 City of Tigard, Oregon i ,I 1 1 1 1 1 1 1 I • 1998/99. Adopted Budget City of Ti ard, Oregon Program Budget Matrix oln 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 i 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 1998/99, was considered by,the City Council on June 23, 1998 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 1998/99 Budget. Readers are encouraged to view the Matrix to get the big picture, and then to proceed into the details of the budget document. 14 ' 9:::.:.:::,:;; : 9 Ad¢ptgd ' ' € - a 996J pra ram:Bud...et IQlatrix 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 Imp Fee Urban Svc SDC Police . 5,636,428 26,171 Library 1,492,605 Social Services 96,193 Parks Maintenance 647,887 - Total Community Services 7,873,113 26,171 - Administration 54,563 54,563 54,563 54,563 54,563 Sanitary Sewer 434,764 Storm Sewer - 478,781 - - Street Maintenance - 107,365 - 81,211 429,685 195,902 Shops Services 66,183 8,152 774 9,657 10,037 6,750 29,644 14,902 Property Management 308,672 8,000 8,096 19,999 19,999 19,999 19,999 Water - - 3,683,254 Total Public Works 429,419 16,152 774 125,118 519,364 641,304 3,787,460 519,149 195,902 Administration 220,621 113,990 56,180 126,799 16,938 11,291 4,686 3,951 1,694 3,763 Building Inspection 55,000 745,960 114,734 363,387 - - - - - Current Planning 356,520 30,207 6,135 6,135 9,218 Advance Planning 337,053 - - - Engineering 706,526 33,597 47,017 47,017 63,562 62,732 27,675 . Street Lighting - - - - - 430,000 - - - cn Total Development Services 1,675,720 859,950 170,914 553,989 70,090 64,443 507,465 66,683 29,370 3,763 Mayor & City Council 59,463 4,271 607 2,198 5,186 4,746 7,031 -4,395 City Administration 333,059 19,005 2,851 9,502 28,032 25,657 38,009 19,005 Human Resources 222,381 22,661 2,000 13,330 14,030 9,897 32,293 16,663 Risk Management 217,315 20,088 5,479 10,957 21,914 14,609 51,133 23,740 Computer Systems 150,888 12,048 6,024 8,032 80,322 80,322 80,322 40,163 Finance . 85,351 8,840 -798 5,147 5,417 3,822 12,469 6,833 Accounting 294,244 19,006 2,622 9,175 97,222 97,222 97,222 38,668 Administrative Services 471,666 33,165 3,685 14,759 7,370 7,370 7,370 7,370 . Total Policy & Admin 1,834;366 139,084 24,064 73,100 259,494 243,646 325,850 156,837 Non Departmental 187,804 14,084 4,718 11,081 31,455 31,455 31,455 25,163 Total Operating Budget 12,000,436 1,029,269 200,469 763,288 880,402 980,848 4,144,765 26,171 1,208,614 195,902 66,683 29,370 3,763 Debt Service General Capital Improvements 1,350,320 5,620 5,620 5,620 5,620 Capital Improvements 5,000,000 500,000 1;810,000 800,000 3,700,000 646,000 1,497,000 Transfer 4,000,000 Contingency 500,000 50,000 50,000 50,000 200,000 50,000 500,000 50,000 300,000 Total Budget 13,850,756 1,079,269 250,469 813,288 6,086,022 1,536,468 10,460,385 26,171 2,064,234 195,902 4,066,683 675,370 1,500,763 Total Revenue' 18;861,208 1,338,739 428,184 1,082,187 6,758,334 1,734,109 12,347,328 26,171 2,071,006 196,219 4,404,180 708,639 1,500,841 Projected EFB 1998/99 5,010,452 259,469 177,715 268,899 672,313 197,642 1,886,943 6,772 317 337,498 33,269 78 Requested 98/99 Revenues 12,578,037 969,043 207,348 879,863 1,595,275- 913,750 4,774,790 5,100 1,717,280 151,600 1,027,875 373,112 448,660 1998/99 Beginning Fund Balance 6,283,171. 369,696 220,836 202,324 5,163,059 820,359 7,572,538 21,071 ' -353,726 44,619 3,376,305 335,527 1,052,181 Requested Total Revenue 18,861,208 1,338,739 '428,184 1,082,187 6,758,334 1,734,109 12,347,328 26,171 2,071,006 ' 196,219 4,404,180 708,639 1,500,841 •••••••••d.•••i•s•a•••aaaaaaaaaaaa•-••saaO's•• d_.- _ . ............:.:City ar tegon:>:.,...... OfiTlg _ . 1OWg 9 A o d . aed p ro ram:aud "et lfllafriz` Undergrnd Water Water G/0 Bond Bancroft Metro Facility Workers Tree LID Willamette Park Levy . Total Budget Units Utility Qua[/Quan SDC Debt Bond Debt Greenspece Fund Comp Replace. CIP -CIP Improv Expenditures Police 5,662,599 " Library 1,492,605 Social Services - 96,193 Parks Maintenance 10,000 657,887 Total Community Services 10,000 7,909,284 Administration 272,817 Sanitary Sewer 434,764 Storm Sewer 478,781 Street Maintenance 814,162 Shops Services 146,099 Property Management 404,765 Water 3,683,254 Total Public Works 6,234,641 Administration 1,882 561,803 Building Inspection 1,279,081 Current Planning 408,198 Advance Planning 337,053 Engineering 988,148 Street Lighting 430,000 m Total Development Services 1,882 4,004,283 Mayor & City Council 87,896 City Administration 475,119 Human Resources 333,254 Risk Management 365,236 Computer Systems 458,122 Finance 128,676 Accounting 655,382 Administrative Services 552,755 Total Policy & Admin 3,056,441 Non Departmental 337,213 Total Operating Budget 1,882 10,000 21,541,862 Debt Service 1,674,615 5,052,226 6,726,841 General Capital Improvements 1,372,800 Capital improvements 240,000 800,000 500,000 259,000 823,848 216,000 71,208 4,150,000 193,394 21,206,450 Transfer 4,000,000 Contingency 1,750,000 Total Budget 240,000 801,882 500,000 1,674,615 5,052,226 259,000 823,848 226,000 71,208 4,150,000 193,394 56,597,953 Total Revenue 246,242 853,592 513,369 1,674,615 6,125,791 259,000 823,848 194,382 226,062 71,208 4,150,000 193,394 66,788,649 Projected EFB 1998/99 6,242 51,710 13,369 - 1,073,565 - . 194,382 62 - 10,190,696 Requested 98/99 Revenues 51,000 106,200 239,010 1,674,615 5,087,039 259,000 823,491 40,000 52,000 - 4,150,000 9,000 38,133,087 1998/99 Beginning Fund Balance 195,242 747,392 274,359 0 1,038,752 0 357 154,382 174,062 71,208 0 184,394 28,655,563 Requested Total Revenue 246,242 853,592 513,369 1,674,615 6,125,791 259,000 823,848 194,382 226,062 71,208 4,150,000 193,394 66,788,649 s a 1,998/99 Adopted Budget City of Tigard - r Combined,BudgetxStatement,of'Revenues, Expenditures and Changes in Fund Balance AR Govern mental'Funds 'Estirnated;for Period 'ended June201,999 Total Memorandum Only i Special Debt Capital Adopted Adopted General Revenue Service Projects 1998/99 1997/98 Taxes 6,975,324 1,629,615 8,604,939. 6,987,940 Other Agencies 2,430,555 3,304,865 259,000 5,994,419 5,641,233 , Fees & Charges 675,600 675,600- 689,000 , Fines 387,500 2,293,566 2,681,066 2,931,701 Franchise Fees 1,788,858 1,788,858 1,742,000 i Other Revenues 21,700 324,450 808,491 1,154,641 1,067,000 , Use of Money & Property 298,500 152,192 24,000 474,692 469,534 Assessments 179,847 179,847 163,449 Total Revenues 12,578,037 5,922,880 1,961,654 1,091,491 21,554,062- 19,691,857 , Community Services 7,873,113 36,171 7,909,284 6,968,335 , Public Works 429,419 857,094 1,286,513 889,919 Development Services 1,675,720 2,192,134 3,867,854 3,687,603 , Policy & Administration 1,834,366 393,085 2,227,451 1,976,024 General Government 187,804 55,045 242,849 291,358 Capital Projects 1,350,320 7,104,620 1,347,450 9,802,390 8,827,427 . Debt Service 6,726,841 6,726;841 2,165,550 Total Expenditures 13,350,742 10,638,150 6,726;841 1,347,450 32,063,183 24,806,216 Proceeds from Bonds 4,800,000 4,800,000 0 i Total Other Financing Sources 0 0 4,800,000 0 4,800,000 0 1 Revenue and other sources over , (under) expenditures (772,706) (4,715,270) 34,813 (255,959) (5,709,121), (5,114,359) Contingency (500,000) (500,000) 0 0 (1,000,000) (885,000) , Projected Fund Balances: July 1, 1998 6,283,171 6,499,973 1,038,752 255,959 14,077,855 10,357,795 June 30,1999 5,010,466 1,284,703 1,073,565 0 7,368,733 4,358,436 1 17 , .......i 9.....r .......g .........................Y.............:.............................................................................................. taMon tau nu. :i^x . ridiCur sand ltiai€'ss:fn: iirid: alaiica <::<:::>::>:::; nad:8ud e S c. ...a t:Y TOO i P................... >::>::;::::<:::::>::>::»:::>:::::<:::>::>:::>::>:::>::>:::>:>' EMMA : tdd_i~r:~~i~it 6ndin . : 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 Comp. Replacement 1998/99 1997/98 Revenues: Other Agencies 199,348 1,687,280 150,000 899,125 369,112 3,304,865 3,427,555 Fines, Fees, & Charges 954,043 878,863 15,000 395,660 50,000 2,293,566 2,608,201 Other Revenues 15,000 8,000 1,000 5,100 15,000 1,600 128,750 4,000 53,000 51,000 40,000 2,000 324,450 257,300 Total Revenues 969,043 207,348 879,863 5,100 1,717,280 151,600 1,027,875 373,112 448,660 51,000 40,000 52,000 5,922,880 6,293,056 Community Services 0 0 0 26,171 0 0 0 0 0 0 0 10,000 36,171 13,269 Public Works 16,152 774 125,118 0 519,149 195,902 0 0 0 0 0 0 857,094 655,502 Development Services 859,950 170,914 553,989 0 507,465 0 66,683 29,370 3,763 0 0 0 2,192,134 2,345,715 Policy & Administration 139,084 24,064 73,100 0 156,837 0 0 0 0 0 0 0 393,085 353,935 General Government 14,084 4,718 11,081 0 25,163 0 0 0 0 0 0 0 55,045 72,839 Capital Projects 0 0 0 0 805,620 0 3,700,000 646,000 1,497,000 240,000 0 216,000 7,104,620 6,573,644 00 Total Expenditures 1,029,269 200,469 763,288 26,171 2,014,234 195,902 3,766,683 675,370 1,500,763 240,000 0 226,000 10,638,150 10,014,904 Revenue and other sources over (under) expenditures (60,227) 6,878 116,575 (21,071) (296,954) (44,302) (2,738,808) (302,258) (1,052,103) (189,000) 40,000 (174,000) (4,715,270) (3,721,848) Contingency (50,000) (50,000) (50,000) 0 (50,000) 0 (300,000) 0 0 0 0 0 (500,000) (385,000) Protected Fund Balance July 1, 1998 369,696 220,836 202,324 21,071 353,726 44,619 3,376,305 335,527 1,052,181 195,242 154,382 174,062 6,499,973 4,813,425 June 30,1999 259,469 177,715 268,899 0 6,772 318 337,498 33,270 78 6,242 194,382 62 1,284,703 706,576 >I:~gBt :t d:f3ud ::::::::::::::::...:::::Y:::::.:::::..:.:.:.:.:..............................::..:::::.::::::::::::.::...:::::::::::::::::::::::::::..:.::..............:... . e f::.. ey Haas i dre. > < <><> ? <<>" < . ahem ni.o . R ..e . Lamb . g es:m=Ralartetrl`E;rin . ........d:Chan »::>::<:::>:::>:::a fog::1 Total Memorandum Only . Sanitary Storm Adopted Adopted Sewer Sewer Water 1998/99 1997/98 Operating Revenues: • Charges for Services 1,030,900 868,750 4,156,150 6,055,800 6,099,380 Other Fees 10,975 0 375,040 386,015 419,565 Total Operating Revenues 1,041,875 868,750 4,5311190 6,441,815 6,518,945 Operating Expenses: Public Works 519,364 641,304 3,787,460 4,948,128 4,330,870 Development Services 70,090 66,325 0 136,415 118,729 Policy & Administration 259,494 243,646 325,850 828,990 601,342 . General Government 31,455 31,455 31,455 94,364 124,868 Total Expenditures 880,402 982,730 4,144,765 6,'007,896 5,175,809 , Operating Income 161,473 (113,980) 386,425 433,919 1,343,136 , Non-Operating Revenue: Interest 252,000 90,000, 378,000 720,000 801,000 Miscellaneous Revenue 0 0 30,600 30,600 114,400 , Connection Charges 301,400 61,200 224,010 586,610 620,360 Total Non-Operating Revenue 553,400 151,200 632,610 1,337,210 1,535,760 , Non-Operating Expenses - Capital Improvements 5,005,620 1,305,620 6,465,620 12,776,860 8,783,680 Total Non-Operating Expenses 5,005,620 1,305,620 6,465,620 12,776,860 8,783,680 Net Income (Loss) (4,290,747) (1,268,400) (5,446,585) (11,005,731) (5,904;784) • Contingency (200,000) (50,000) (500,000) (750,000) (725,000) . Proiected Retained Earninqs: July 01, 1998 5,163,059 1,567,751 7,846,897 14,577,708 15,943,767 . June 30,1999 672,313 249,352 1,900,312 2,821,976 9,313,983, 19 . : 6F] rf' >IrerriFirtaicat..... ~MA....r es I . 9 . For the past 15 years, the City has operated with a five year financial plan for the General Fund. 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 1997/98 is anticipated to be just over $6,000;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 original five year plan was designed to provide sufficient funding for General Fund programs through June 30, 2001. A dramatic change has occurred.with the City's long range financial plan. By initiative petition, the voters of 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 eliminated the action of the voters in 1994. Voters in May 1997 approved a measure submitted by the legislature which repealed Measure 47 but significantly reduced most jurisdictions' property taxes. Known as'' Measure 50, this law took effect in 1997/98 and reduced property taxes on average 17% and -rolled back assessed value to the 1995/96 level less 10%. Measure 50 did not reduce property taxes to the City due to an exception in the measure for • recently approved taxes. The plan shown here continues to increase staffing levels for 1998/99, and includes planned future positions for Police and Library through the 2001/02 fiscal year. After these changes to the plan, the General Fund balance at June 30, 2002 is projected to be $5,782,607. • The plan calls for 244 positions in 1998/99. The 1998/99 budget'proposal includes 242 positions. Projections of the General Fund revenues and expenditures from the revised five year plan are shown on the following pages. . 20 I9g8/9<::A3n U d :..:.::..:.4 . r' and<<<<>€>>><<>>''<>'>><>><»»<>> Gerieril<Ff..t. UMM Projected Projected Projected Projected . Projected • Description 1997/98 1998/99 1999/00 2000/01 2001102 Year 1 Year 2 Year 3 YearA Year 5 Revenues by Category: Property Taxes 6,574,384 6,962,847 7,374,618 7,811,095 8,273,761 Other Agencies 2,213,678 2,244,033 2,329,619 2,544,940 2,655,463 . Fees and Charges 689,000: 713,015. 705,964 699,154 697,594 ,Fines 323,500 349,885 361,022 380,417 394,830 Franchise Fees 1,742,000 1,794,260 1,848,088 1,903,530 1,960,636 Interest & Rentals 220,250 226,858 233,663 240,673 247,893 Other Revenue 26,700 21,751 21,804 21,858 21,913 Total Revenues 11,789,512 12,312,649 12,874,778 13,601,667 14,252,090 . Beginning Fund Balance 5,717,000 4,750,705 5,369,439 5,731,686 5,729,382 Total Resources 17,506,512 17,063,354 18,244,217 19,333,353 10,981,472 Expenditures by Program: . Community Services 6,963,334 7,923,163 8,533,129 9,502,994 9,919,222 Public Works 234,418 302,059 348,522 " 342,397 370,926 Development Services 1,334,292 1,502,733 1,555,293 1,606,928 1,657,222 . Policy & Administration 1,622,139 1,773,271 1,890,514 1,979,399 2,081,551 Non Departmental 218,518 227,259 236,349- 245,803 255,635 Total Operating Budget 10,372,701 11,728,485 12,563,807 13,677,521 14,284,556 . Total Program Expenditures @98% 10,165,247 11,493,915 12,312,531 .13,403,971 13,998,865 General Capital Projects 2,590,560 200,000- 200,000 200,000 200,000 Total Budget 12,755,807 11,693,915 12,512,531 13,603,971 14,198,865. • Ending Fund Balance 4,750,705 5,369,439 5,731,686 5,729,382 5,782,607 . 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 year's final results are known and.as new years are budgeted. 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. ; 21 . . 1.9819 0 fi~c1:Buc~ . ~ . . . . ........:::.::::::.g: : : <:.:.;;:.;::.::.; : . .:`ire`::::: :::>:::<:>::>:::::::«:<: :<::<:.::><:;::::>:::>;::><:: . .:<:«::::<:> rah::1=std>...Ft........ar... .:>:>:<:::::< Gee.........................:..:::.:::.::::::::.:::.::.::.:::::::.:_:::::.::. . 7,000,000 6,000,000 mi ' 5,000,000 .11 ' ww. . < << > wi i > ::IIji1;:;M;::Mj:11 4,000,000 :y:III::......:::M..........:.:: . 3,000,000 % % % 00 20000 • _ ~ < 1,000,000 Im iw.iM iw: iW 1 A..;M;:;M;.M ;M;:;M;:i1; Mjif :w.:i1. w.:iF. l: itryM:i! w.iw.:Al.:il.}II.... ;M ;M....... w.iw.:'M i1.:N t . 0 . 1997/98 1998/99 1999/00 2000/01 2001/02 . Fiscal,Year . --*.-Ending Fund Balance 71 . . The current Five Year Plan was designed to provide adequate funding through the year 2001 for General . 0 Fund services. - • . • - . • . • . 4 . . . . 22 . 0 . City of Tigard, Oregon • 48 is ~II 7 REVENUE SUMMARY Revenue Summary • Property Tax Revenues State Revenues User Fees Connection Fees Permits Franchise Fees County Revenues Fine Revenues Interest Earnings City of Tigard, Oregon i City of Tigard, Oregon , 1998/99 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 Greenspace 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 11 % Capital Projects 2% Special General Fund Revenue 19% 29% Enterprise 39% 23 998/99Aci tei ;Syt# Actual Actual Adopted Proposed Approved Adopted Funds 1995/96 1996/97 1997/98 1998/99 1998/99 1998/99 . General 13,758,921 15,728,314 14,688,338 18,861,208 18,861,208 18,861,208 Sanitary Sewer 4,198,186 5,160,658 5,853,754 6,758,334. 6,758,334 6,758;334 Storm Sewer 2,259,426 1,701,787 1,512,543 1,734,109 1,734,109 1,734,109. . Water Quality/Quantity 396,222 622,317 799,522 853,592' 853,592, 853,592 Water 8,928,259 10,777,794 11,872,171 12,383,328 12,347,328 12,347,328 Water SDC 2,587,395 3,338;296 3,181,878 513,369 513,369 513,369 • Willamette River CIP 704,854 742,841 778,604 4,150,000 4,150,000 4,150,000 . Total Enterprise 19,074,341 22,343,693 23,998,472 26,392,733 26,356,733 26,356,733 • Criminal Forfeiture 17,318 2,160 13,269 26,171 26,171 26,171 . State Gas Tax 2,468,281 2,053,585 2,029,222, 2,071,006 2,071,006 2,071,006 County Gas Tax 186,278 176,583 184,255 196,219 196,219 - 196,219 Traffic Impact Fee 3,014,771 3,898,000 3,768,635 4,404,180 4,404,180 4,404,180 . Traffic Impact Fee - Urban Svc 0 35,480 469,300 708,639 708,639 708,639 Electrical Inspection 253,945 391,554 434,765 428,184 428,184 428,184 - Building Fund 100,000 1,183,422 1,307,067 1,338,739 1,338,739 1,338,739 . Urban Services 0 266,357 1,001,213 1,082,187 1,082,187 1,082,187 Underground Utility 105,406 152,961 132,396 246,242 246,242 246,242 Parks SDC 695,386 1,291,175 1,511,842 1,500,841 11500,841 1,500,841 . FEMA Disaster 65 21,502 0 0 0 0 Workers' Compensation 71,463 111,847 105,853 194,382 194,382 194,382 Tree Replacement 0 176,291 246,200 226,062 226,062 226,062 . Total Special Revenue 6,912,912 9,760,917 11,204,017 12,422,853 12,422,853. 12,422,853 General Obligation Debt Service 1,732,174 1,600,346 1,651,235 1,674,615 1,674,615 -1,674,615 . Bancroft Bond Debt Service 3,807,443 5,863,667 826,282 6,125,791 6,125,791 6,125,791 Escrow Debt Service 1,715,653 0 0 0 0 0 . Total Debt Service 7,255,270 7,464,013 2,477,517 7,800,406 7,800,406 7,800,406 . Special Assessment Imp 1,668,822 836,107 1,670,358 71,208 71,208 71,208 . Park Levy Improvements 186,114 185,951 191,137 193,394 193,394 193,394 Bull Mountain Road Imp 105,131 0 0 0 0 0 Metro Greenspace 123,532 5,549 631,224 259,000 259,000 259,000 . Facility Fund 205,812 356,504 403,704 823,848 823,848 823,848 . Total Capital Projects 2,289,411 1,384,111 2,896,423 1,347,450 1,347,450 1,347,450, . Total Revenue 49,290,855 56,681,048 55,264,767 66,824,649 66,788,649 66,788,649 24 . 1998/99. Adopted Budget City of Tigard, Oregon Revenue' Summary . Property Tax Revenue 8,000,000 7,000,000 - - - " - - -6,307,560 - - - _ - ~ 6,975,324 6,000,000 - - - - - - - - - - - - - - - - - - - - - - - - - 6,474,250 5,000,000 - 4,225,130 - - - - - - d 4,436,503 x 4,000,000 C 3,948,708 3,000,000 . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2,000,000 [3 R 1,629,615 1,000,000 1,579,769 1,533,905 1,599,675 1,416,070 - 1,388,624 _ 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 Fiscal Year -l1F-Property Tax Revenue -8-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. Measure 50, approved by voters in May 1997 significantly altered the way property taxes are collected in Oregon. The City now has a permanent rate of $2.51 per thousand. This rate is applied against assessed value, which is now limited to 3% growth per year. New construction also adds additional property tax revenue as it comes onto the tax rolls. The large increase in 1996/97 resulted from voter approval of a-$1,700,000 increase in the City's tax authority, under the pre-Measure 50 system. 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. ' 25 1958/99 Ado'pted~Budget City; of Tlgard,:Oregon Revenue Summary. State Revenue Sharing 2,350,000 2,283,210 . 2,300,000 - i 2,250,000 - - - - - - 2,246,508 2,200,000 - 2,193.130 - i 2,211,466 . . ~ 2,150,000 - - - - - - - - - - - - - - - - - - - - - - - - - 2,100,000 ' 2,132,231 ¢ 2,050,000 - - - • 2,000,000 2,007,550 1,950,000 - 1,900,000 . . . . . _ 1,850,000 • 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 . Fiscal Year • 1-0-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. Enterprise Funds - User Fees . 7,000,000 . 6,000,000 6,091,800 5 753,738 _ 5,596,300 5,000,000 5,660 799 _ 5,450,817 . 4,000,000 - 4) 3,000,000 3 163 769 - 2,000,000 - 1,000,000 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 Fiscal Year f 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 48 seasonal factors. i 26 , 1998/99 Adopted-Budget City of Tigard, Aregori Revenue'Summary • Connection Fees • 2,000,000 1,749,007 F 1,600,000 1,569 500 1,268,237 3 1,200,000 968,894 1,043,957 ; . 1,111,200 y , a ` 557,780 N 9,115 ¢ 800,000 710,240 698 581 525,410 509,200 400,000 aoo 977 558 ,817 648,aso 395,660 zsoo 190,33! 1 204 650 1994/95 1995/96 1996/97 1997/98 1998/99 Fiscal Year • --*--Water °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 3,000,000 . 2,500.000 2,381 053 2,259,056 • 2,000,000 1,789,690 1,435 715 1,500,000 - r 1,001,456 • - 1,000,000 • 500,000 - 1994/95 1995/96 1996/97 1997/98 1998/99 • Fiscal Year • OPermit 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 98/99'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 last year and is entitled to use the fees collected to fund the associated inspection and plan review services. • 27 , 1'998/99. Adopted'.BudgetC " City`of Tigard, Oregon . RevenueSuinmary Franchise Fee Revenue 2,000,000 • 1,600,000 1,200,000 - co o 4 C) cei > I I0 soD 800,000 ' a a N CO V cD c0 !h {ri 400,000 - - 4 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 , Fiscal Year . 0 Franchise Fees Franchise fees are charged to public utilities for the use of the City right of way. 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 1,800,000 1,600,000 1,400,000 - 1,200,000 - c 1,000,000 - - , 800,000 = - - . 600,000 a 400,000 o GIs 200,000 - 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 . Fiscal Year . El 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 year's 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. 28 , 1998/99 Adopted Budget City of Tigard,.Oregon Revenue'Summary: - Fine Revenue 450,000 _ 387,500 400,000 323,500 350,000 07,946 -325,969 304,246 -321,598 300,000 - c 250,000 - 200,000 - 150,000 - c5 100,000 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 Fiscal Year I7 Fine Revenue This'source of revenue includes traff ic 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 iz r:'1,781,216 _ 1,760,000 i dt~ eaz `1,348,979 1,540,000 1,376.300 3 1,320,000 1,257,922 - 1,100,000 d 880'000 709 672 _ 660,000 440,000 220,000 • 1993/94 1994/95 1995/96 1996/97 1997/98 1998/99 • 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. 29 i i • • i • • • • • Oregon City of Tigard, 1 FUND REVENUES General Fund Enterprise Funds Special Revenue Funds Debt Service Funds Capital Projects Funds City of Tigard, Oregon s • • • • • • • • • City of Tigard, Oregon . ~:Atlo teci~u p............ Xi: . 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 36.98% : Agencies XXX X... .:.i5•??:•.t'•:•:2?:J:•:J???:•???:•:iti :itC+v:?•?:4:•??:G:•:?:vn~ ::.:::::::::.t ..:n...w::x::::::::.w:.~:::.w.~.rv2;::.~:::.wnv.v 89/ 0 12.89% • I•i !!r!r!!!r•i:rlrrrrll r::•••• !lrrrrl rlr •!/rrrr rr!!r ! r •~i rili rr r ! r r ! r r • •fr•: iii i r• !•r~~+•i llrr!!!r iri i~• . •i r rr! !•r•~rl~i i ! rrfr~ r ! ! !i •r'r•rri r !•!!!•r!!rr•! i !•r• ~ ~!i r r !!,!l~;;~! ;-:;':';!!r; i;- !!r,•rr,ly~r,~:,r~;,." Fees & Chgs ~•!r r r ! 3.58% • Fund Balance ~ Fines . 33.31% Franchise Fees 2.05% • Interest/Other 9.48%, 1.70% • 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 7,873,113 41.74% Public Works 429,419 2.28% Development Services 1,675,720 8.88% • Policy and Administration 1,834,366 .9.73% Non Departmental 187,804 1.00% Capital Improvements 1,350,320 7.16% • Contingency 500,000 2.65% Una ro riated 5,010,466 26.56% • Total Programs 18,861,208 100.000/0 - • 30 39 Sf<39;< 4do . te...... ?td Arid':?>>>«<:>>€<><<><`>><< Notes/Trends . Property Taxes: Measure 50 was approved by the voters in May 1997. 'This measure rolled back property tax values • for tax purposes to 1995/96 values, less 100%..In addition, the measure reduced property tax authority by an average of 17%. Due to the recent approval of a property tax increase.Liy Tigard voters, Tigard's . tax authority was not reduced, but fell under an exception to the measures reductions. Tigard now has a permanent rate of $2.51 per thousand, which is applied to values each year. Property tax revenues are expected to increase at least 3% per year and by the amount of new construction value added to . the rolls. The revenue estimate assumes a collection rate of 95%. State Revenues: State Revenues include cigarette tax, liquor tax, and state revenue sharing. State revenues 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 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, but 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 $.391$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. •Due to the County's . effort to stabilise library funding in the aftermath of Measure 50, this revenue source will continue to increase by 3% each year. . Grants: The City has been awarded a Community Development Block Grant for the 91st Avenue sidewalk improvement project, which is scheduled to be completed this year. . 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 Communication Commission, a consortium of Cities in the Metro area. Current percentages are as follows:" , Electricity . Portland General Electric/Enron 3.50% Natural Gas Northwest Natural Gas 3.00% Telephone Electric L ightwave 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 $6,283,171 at 07/01/98 is greater than anticipated due-to a combination , of lower than anticipated expenditures and higher than anticipated revenues. 31 1998199::::A tacit:l ud > <><': ; 43:::..........:............................:.::.:::::::.::.... 1'i artl ,:tie >:<:>::»;.:>;>.:::>:<:»::;::: ..................................................3.:.:::: . energt..: #i:::....:.:.::............ iii u .p::.:.::: 8:9><< `:>:»»s99519>::::::>1996X;371:597J9B:> i.... 99 t 400000 Current taxes 4,346,412 6,215,090 5,288,265 6,883,324 6,883,324 6,883,324 401000 Prior year taxes 90,091 92,470 100,000 92,000 92,000 92,000 Total Property Taxes 4,436,503 6,307,560 5,388,265 6,975,324 6,975,324 6,975,324 404000 Federal Grants 26,914 20,141 191,705 166,800 166,800 166,800 404002 Federal Local Law Block Grant 0 17,904 0 0 0 0 410000 Cigarette tax 107,369 90,949 94,248 92,434 92,434 92,434 411000 Liquor tax 244,024 296,033 265,914 260,795 260,795 260,795 412000 State revenue sharing 166,608 202,547 175,000 206,000 206,000 206,000 414000 State grants 39,890 8,193 3,500 4,000 4,000 4,000 415000 911 Emergency tax 100,224 117,796 106,216 104,171 104,171 .104,171 420000 Hotel/motel tax 354,474 416,865 450,000 450,000 450,000 450,000 421000 County - USA 0 6,400 0 0 0 0 422000 County - WCCLS 821,751 937,669 937,000 1,146,355 1,146,355 1,146,355 Total Other Agencies 1,861,254 2,114,497 2,223,583 2,430,555 2,430,555 2,430,555 430000 Business tax 186,916 199,661 190,000 220,000 220,000 220,000 431000 Mechanical/plumbing permits 130,934 0 0 0 0 0 432000 Building permits 356,613 451 0 0 0 0 . 433000 . Building plan check fee 302,683 0 0 0 0 0 433010 Fire life safety plan check fee 10,888 0 0 0 0 0 433020' Plumbing plan check fee 80,835 0 0 0 0 0 •433030 Mechanical plan check fee 5,103 0 0 0 0 0 433050 Erosion control plan check fee 4,508 0 0 0 0 0 433060 CDC review fees 0 6,673 0 434000 Alarm Permit 20,231 22,298 18,500 22,000 22,000 22,000 435000 Liquor permit fees 4,320 3,870 3,500 4,000 4,000 4,000 436000 Engr. public improvements 242,021 145,466 250,000 200,000 200,000 200,000 437000 Sign permit fees 2,615 7,922 8,000 8,800 8,800 8,800 438000 Land use application fee 40,134 142,046 142,000 140,000 140,000 140,000 439000 Research application fee 10. 4,506 0 10,800 10,800 10,800. 440000 Lien search fees 32,810 29,100 30,000 30,000 30,000 30,000 441000 Recreation tuition 0 0 0 0 0 0 441001 Sewer inspection fee 12,494 0 0 0 0 0 451000 Misc. fees & charges 25,780 41,027 28,000 25,000 25,000 25,000 452000 Park reservations 19,973 15,772 19,000 15,000 15,000 15,000 • Total Fees & Charges 1,478,868 618,792 689,000 675,600 675,600 675,600 • • 32 t..... :.:.::::::::::::.::::.:::::.::..::.::::te3 ;:G e ezt::.:............. te€ kcsE:f>7ess:rr ><:s:<s:is<>::::::>::>:<:::>::.....5.519 .........1~!9G~9......._...f 97~r~::>:>~;....1.'~819~:>::....... • 455010 Fines & forfeitures - traffic 241,181, 342,222 274,500 342,000 342,000, 342,000 . 455020 Fines & forfeitures - misdem. 50 236 0 0 '0 0 455030 Fines & forfeitures- parldng 4,778 4,806 4,500 0 0 0 457000 Library fines 44,769 50,373 44,000 45,000 45,000 45,000 • 458000 Civic infractions 13,469 0 500 500 500 500 Total Fines 304,246 397,637 323,500 387,500 387,500 387,500 • 460000 Electric 804,866 891,703 917,000 893,858 893,858 , • 893,858 461000 Gas 281,827 219,433 226,000 215,000 215,000 215,000 462000 Telephone 289,949 278,117 290,000 309,000 309,000 309,000 . 463000 Garbage 195,750 207,070 204,000. 228,000 228,000 228,000 465000 Cable TV 97,393 140,610 105,000 143,000 143,000 143,000 . Total Franchise Fees 1,669,784 1,736,933 1,742,000 1,788,858 1,788,858 1,788,858 470000 Interest 274,413 266,232 200,000 274,200 274,200 274,200 • 471000 Interest earned from others 0 171847 0 0 0 0 . 472000 Rentals 20,537 21,217 20,250 .24,300 24,300 24,300 • Total Interest & Rentals 294,950 305,296 220,250 298,500 298,500 298,500 477000 Donations/Gifts 474 297 500 500 500 500 . 478000 Other revenues 22,035 1,110 1,200 1,200 1,200 1,200 479000 Recovered expenditures 86,109 48,622 34,202 20,000 20,000 20;000 . Total Other Revenue 108,618 50,029 35,902 21,700 21,700 21,700 Total Revenues 10,154,223 11,530,744 10,622,500 12,578,037 12,578,037 12,578,037 ' • 300000 Fund balance 3,604,698 4,197,570 4,065,838 6,283,171' 6,283,171 6,283,171 • Total General Fund Revenue 13,758,921 15,728,314 14,688,338 18,861,208 18,861,208 18,861,208 • i 33 / d -19 ~ Ad Y`~``'!.~~~~`~~~`~?~!Y~?'Sr~E ? :::..::.:::::::.:.::::::cl..: a 1.r..::.9 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 21.41/6 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 $3.00 of the $4:00 monthly storm water charge and remits the balance to the Agency. Funds are used for the, operation, maintenance and repair of storm sewer facilities. Water Quality/Quantity Fund - These revenues, established 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-governmental 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, 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. Willamette River Capital Projects 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 1994195. 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 Willamette Sewer Storm Water Qual/ Program Support Total Fund SDC Fund CIP Fund Fund Fund Quan. Fund Public Works 4,948,128 3,787,460 0 0 519,364 641,304 0 Development Services 136,415 0 0 0 70,090 64,443 1,882 Policy & Administration 828,990 325,850 0 0 259,494 243,646 0 Non-Departmental 94,364 31,455 0 0 31,455 31,455 0 Capital Improvements 12,776,860 1,815;620 500,000 4,150,000 5,005,620 505,620 800,000 Transfer 4,000,000 4,000,000 0 0 0 0 0 Contingency 750,000 500,000 0 0 200,000 50,000 0, Unappropriated 2,821,976 1,886,943 13,369 0 672,313 197,642 51,710 Total Programs 26,356,733 12,347,328 513,369 4,150,000 6,758,334 1,734,109 853,592 • 34 :xx 't99A19S AdApte..d.q Z ..gar.. . ;;:;<.;:<.;:.;:.;:.;:.;;:::.;::.;:.;:.: a t gel;:> A ..........1~ct :..........:........t?p 6 Acc€; 3es ton;:::::>::::>:::>; 99 443000 Sewer connection fees 342,100 538,980 380,600, 301,400 301,400 301,400 • 444000 Sewer inspection fees 35 0 10,975 10,975 10,975 10,975 • 445000 Charges in lieu of assess. 8,569 0 0 0 0 0 • 446020 Sewer service charges 1,059,427 1,100,866 998,500 1,030,900 1,030,900 1,030,900 470000 Interest 187,673 223,912 .203,000 252,000 252,000 252,000 • 478000 Other revenues 8,456 17 75,000 0 0 0 • 479000 Recovered expenditures 0 26,320 0 0 0 0 • Total Revenues 1,606,261 1,890,095 1,668,075 1,595,275 1,595,275. 1;595,275 • 300000 Fund balance 2,591,925 3,270,563 4,185,679 5,163,059 5,163,059 5,163,059 . Total Sanitary Sewer Revenue 4,198,186 5,160,658 5,853,754 6,758,334 6,758,334 6,758,334 • 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 Citykeeps 20% of each fee for • a system development charge and remits the remaining 80% to USA each month. Connection fees are currently $2,200 per unit.. The City's estimated 20% share of $301,400 anticipates 200 single family units, 325 multi-family units, 14 commercial units and 90 commercial alterations. • Sewer service charges are also set by USA under an agreement with-the City. The City keeps 21.41/6 of th e non . revenue bond portion of the total monthly per unit charge. The estimate of $1,030,900 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 • 1998/99. Beginning fund balance includes both the City's share of previous years user charges and connection fees estimated • as follows: Connection Fee $3,201,097 Service Charges 1,961,962 . Total Estimated Fund Balance $5,163,059 • • 35 . )981 8:'Atl.' .et1:t ......~0 X. : : :Gi ::nf.:' fis > P c `ose ti c€...... • kc al:::::::::.: !4..........:.::.:..:. P.:. 4%7198::'.:::'>::::>::»x:998199>::>:....... . 447000 Service charge 720,570 406,621 695,000 868,750 868,750 , 868,750 470000 Interest 75,184 44,356 54,000 45,000 45,000 45,000 479000 Recovered expenditures 127,034 5,282 0 0 0 0 Total Revenues 922,788 456,259. 749,000 913,750 913,750 913,750 30000 Fund balance 1,336,638 1,245,528 763,543. 820,359 820,359 820,359 Total Storm Sewer Revenue 2,259,426 1,701,787 1,512,543 1,734,109 1,734,109 1,734,109 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 $4.00 per month per unit. The City's share is $3.00 for every $4.00 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 $615,270 Service Fees 205,090 Beginning Fund Balance $820,359 • 36 . ...........................................:..:::::.15:::::::;:.;:.;>:..<..;!gip::::::::.:::::::::.ply ........::;;.;::.::::p 399.6.7:::::>::::><::~9~7J98:;:::<::::>19s~:..;.:<'> 1......:.:....:.:.:::.................... 401000 Current taxes 0 (8,140) 0 0 0 0 • 446010 Metered water sales 3,965,633 4,018,835 3,915,000 3,900,000 3,900,000 3,900,000 . 446011 Other water sales 8,845 4,363 6,000 10,000 10,000 101,000 446013 Meter installation fees 208,319 259;074. 178,9b0 162,650 162,650 162,650 446014 Credits for leaks/misreads (8,421) (10,328) (8,500) 8,500 (8,500) (8,500) 446015 Bad debt expense (2,851) (13,882) (9,700) . 9,500 (9,500) (9,500) '448000 SDC reimbursement 223,190 422,807 408,590 375,040 375,040 375,040 . Total Water Sales 4,394,715 4,672,729 4,490,290, 4,465,690 4,429,690 4,429,690 ' 447001 Developers fees 10% O/H 0 119,336, 120,000 80,000 80,000 80,000 • 447002 Engineering fees 0 23,867 20,000 16,500 16,500 .16,500 . 447005 Fire service reimbursement 0 18,750, " 5,000 5,000 5,000 5,000 449000 Line extension rebates 0 0 2,000 0 0 0 . Total Developer Revenue 0 161,953 147,000 101,500 101;500 101,500 451000 Misc. fees and charges 3,077 2,943 2,000 3,000 3,000 3,000 • 470000 Interest income 298,949 353,770 350,000 213,000 213,000 213,000 . 471000 Interest earned from others 0 501 0 . 472000 Rental income 2,381 19,764 25,400 11,400 11,400 11,400 478000 Other revenues 2,322 19,284 2,000 4,000 4,000 4,000 478001 Penalties for non-payment 8,655 10,033 8,000 10,000 10,000 10,000 • 478002 Returned check fee 1800 2,174 2,000 2,200 2,200 2,200 479000 Recovered expenditures 7,542 11,181 0 0 0 0 . Total Miscellaneous Revenue 324,725 419,650 389,400 243,600, 243;600 243,600 . Total Revenues 41719,440 5,254,332 5,026,690 4,810,790 4,774,790 4,774,790 . 30000 Fund balance 4,208,819 5,523,462 6;845,481 7,572,538 7,572,538 7,572,538 . Total Water Revenue 8,928,259 10,777,794 11,872,171 12,383,328 12,347,328 12,347,328 Notes: Water operations are accounted for in the Water Fund. Metered water sales anticipate the usage of 2,825,000 . hundred cubic feet (ccf) of water at $1.27 - $1.63 per ccf. The City anticipates purch"asing 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 531,000 ccf. • Water sales include an estimated 450 meter installations. An estimate of revenues by meter size follows: • 400 - 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 in December 1996. An estimate of revenues by meter size follows: 350 meters @ $ 671, 50 meters @ $663, 20 meters @ $1,342, 20 meters @ $1,326, 10 meters @ $5,368. Rental income consists of estimated revenues from the Sprint Monopole lease at $950/mo. 37 . 04. ?is9 ;31 }1d:` <<>rad>. e1 >:>pra Qsetl .91A .:.::..:.:......................:::::::::.::::..::::::::..:.....:..:...................................:.::.:.::::::::::.:...::::::::::p.::.::;;~r ; Acct;#::::t3escri 450000 System Development Chgs 487,050 621,150 239,760 224,010 224,010 224,010 .470000 Interest 111,890 134,149 125,000 15,000 15,000 15,000 Total Revenues 598,940 755,299 364,760 239,010 239,010 239,010 300000 Fund balance 1,988,455 2,582,997 2,817,118 274,359 274,359 274,359 Total Water SDC 2,587,395 3,338,296 3,181,878 513,369 513,369 513,369 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: 350 3/4" meters @ $315 $110,250 20 1° meters @ $630 12,600 50 1-1/2" meters @ $844 42,200 20 2" meters @$1,688 $3,760 10 3" meters @ $2,520 25,200 450 $224,010 7..::::::::: :.::::::~:w..::.:::::.:::.:::::::.:::.:..::::::::::::::::::.~:::::::::::::::..:.. dual:::>:::>::>::::::>::Actcta ..:.!........::.:........................:.:.::::....:.p::::...::::::::::. P. .p.: .X. J....... . ::::::::.:1 7>9$.:::::..::#99819..:::............................................... AcG€:: ::::>:<3 es rJ tto:..:::.::: 19.9SL96.::::: 1.996r ? q 470000 Interest 40,093 37,987 36,000 150,000 150,000 150,000 478000 Other-revenues 0 0 0 0 0 0 499000 Transfer from other funds 0 0 0 4,000,000 4,000,000 4,000,000 Total Revenue 40;093 37,987 36,000 4,150,000 4,150,000 4,150,000 300000 Fund balance 664,761 704,854 742,604 0 0 0 Total Water Cap Projects 704,854 742,841 778,604 4,150,000 4,150,000 4,150,000 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. The project was substantially completed in 1997/98. Funds are being transferred in from the Water General Fund, in anticipation of, the Willamette River project.that is projected to begin in FY 98/99. These funds will be reimbursed once bonds are issued for this project. 38 • 1:J981g;:;Ads~#ed;Burq..:; si i<`<>»<«' <?>»<>< >«><>><<':':<»>> < Wat.r..: Gt.....f • • >::::>::>::;::::>:<:>::<::»::: f6?€:':>:::':>:>#97198::>:>'::':>:1:18f99:>:........ 9~. 195;> <€t8. _ _ : _ • • 445000 Service Charges 195,967 159,601 177,180 61,200 61,200 61,200 • • 470000 Interest 15,837 43,8 37. 33,000 45,000 45,000 45,000 , 479000 Recovered exPenditures 0 22,657 0 • • Total Revenues 211,804 226,095 210,180 106,200 106,200 106,200 • 300000 Fund balance 184,418 396,222 589,342 747,392 747,392 747,392 • Total Water Quality/Quantity 396,222 622,317 799,522 853,592 853,592' 853,592 . 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 are estimated from the following units: • y • 200 Single Family @ $100/ea., 124 Multi-Family @ $100/ea. 88 Commercial @ $100/ea. • • i • • • • a • • i • • 39 • r................................:.::.:..::::..:...:......:..:::::::::::::::::::::::::::::::.::::::::. . rids><<>€>»»>II<>'?<`':>>>>>>:>>?>>>>< 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, inspection services and road maintenance activities 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. Traff ic 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, multi-family or commercial construction, additions, alterations or change in use which creates a dwelling unit. Funds collected are used to fund the . acquisition, development, and expansion of additional recreation spaces and facilities. 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 worker's 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. 40 E d 6f ...A. i:::<:::::>::>::i;:::;:;i:z::i::<:>:ii:; i:..:::<:i:::<:::i:::i:;;G;::::: i::i:: i::::i::>::i::i::i::i:::::;::::i<::i::::i:<:::»:<::::::<:s::s:::;:i::;:;::>: 99 . d::BEEd e :::::::::...:.:..::.:..:..:...:.:...:.p................................................................:::::::::::::..::.::.............:: Shown below is a chart showing each funds' revenue contribution to total Special Revenues: . SPECIAL REVENUE FUNDS • Workers Comp Tree Replacement • Underground Utility 1 56'k 1.82,/0 1.98% Building Fund 10.78% Parks SDC Electrical Inspection #>:o?:':::::;.•:s:•:::.. 3.45% 12:08/0 Urban Services 8.71% TIFF - Urban Services 5.70% State Gas Tax 16.67% Traffic Impact County Gas Tax r 35.45% 1.58% Special revenue funds support various programs in accordance with their specific use provisions as follows: Building Electrical Urban Criminal state county Traffic TIFF Parks Undergrd Worker's Tree Pr ram Support Total Fund Inspection Services Forfeiture Gas Tax Gas Tax Impact Urban Svc SDC Utility Comp Replace. Community Services . 36,171 0 0 0 26,171 0 0 0 0 0 0 .0 10.000 Public Works 857,094 16,152 774 125,118 0 519,149 195,902 0 0 0 0 0 0 , . Development Services 2,192,134 859,950 170,914 553,989 0 507,465 0 66,683 29,370 3,763 0 0 0 Policy and Administration 393,085 139,084 24,064 73,100 0 156,837 0 0 0 0 0 0 0 Non Departmental 55,045 14,084 4,718 11,081 0 25,163 0 0 0 0 - 0 "0 0 . Capital Improvements 7,104,620 0 0 0 0 805,620 0 3;700,000 646,000 1,497,000 240,000 0 216,000 Contngency 500,000 50,000 50,000 50,000 0 50,000 0 300,000 0 0 - 0 0 0 Un r dated 1,284.703 259,469 177,715 268,899 0 6,772 318 337,498 33,269 78 6,242 194,382 62 otal Programs 12,422,853 1,338.739 428.184 1,082,187 26.171 2.071,006 196,219 4,404,180 708,639 1,500,841 246,242 194,382 226,062 41 s sg$E . d :.....:.:..:.a9.:::::::.::.::.:::::.:::::::. :.:::.;:.;;:.;:.;;:.:;.;:.;:.;:.;:.;:;.:;;.:;.;:8uildin` ::>::>€::<::::<'»'>::><> ed ed':<€sA 99' 3~~g~799::<::1998fJ$:::.:.::.... AC!Gt.#..::.Des~fl ticsrr .:............::.....:...:..:.......:..:..1995:9.::....:.. 431000 Plumbing Permits 11,587 163,110 130,850 113,598 113,598 113,598 431010 Mechanical Permits 3,748 44,337 39,900 47,295 47,295 47,295 432000 Building Permits 43;167 500,401 372,475 409,875 409,875 409,875 433000 Building Plan Check Fees 30,845 230,612 , 235,825 255,425 255,425 255,425 433010 Erosion Control Plan Check 1,343 14,031 9,685 7,298 7,298 7,298 433020 Fire and Life Safety Plan Ck 6,981 74,056 68,060 64,313 64,313 64,313 433030 Mechanical Plan Check Fee 262 13,884 9,534 12,035 12,035 12,035 433050 Plumbing Plan Check Fee 661 8,956 16,945 27,180 _ 27,180 27,180 433060 CDC Review Fees 0 6,623 12,550 9,125 9,125 9,125 444001 Sewer Inspection Fee 1,406 12,645 0 7,900 7,900 7,900 .470000 Interest 0 14,767 13,000 15,000 15,000 15,000 Total Revenues 100,000 1,083,422 908,824 969,043 969,043 969,043 300000 Fund balance 0 100,000, 398,243 369,696 369,696 369,696 Total Building Fund 100,000 1,183,422 1,307,067 1,338,739 1,338,739 1,338,739 Notes: Building revenues were recorded in the General Fund in previous years, however, they have been recorded in this 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 200 single family units, 27 multi- family units and 14 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. 42 X98{9 Ad ° -A 413 >1.:.......................... Acct.#..;;:.tAesc~ti ,tic~n:,.::::::::::.::: • 431510 Electrical permits 234,830 291,552 212,325 186,753 186,753 186,753 433040 Electrical plan check 0 20,388 15,230 12,595 12,595 12,595 . 470000 Interest 3,160 7,542 7,500 8,000 8,000" 8,000 • Total Revenues 237,990 319,482" 235,055 207,348 207,348, 207,348 300000 Fund balance 15,955 72,072 199,710 220,836 220,836 220,836 • Total Electrical Inspection 253,945 391,554 434,765 428,184 428,184 428,184 • Notes: The Electrical Inspection Program began at the end of 1994/95. Funds may be used to support electrical inspection activity and associated costs. Tiigard's development activity, although declining, is expected to remain strong for several • years. :.;..-1-::.:::.: • :....:.:..............4 ail>Servi . . Ott «<:< A?Pt::::...:::: 5 98.85:>;a .:...:.:.:..::::::.::::.....:....:....197 »::»>::#999f.9S::<::>::::>a898f:>:;:;::::1 Acct.# :.::.Eest l . 418000. Interagency" Revenue 0 220,000 97,536 150,000, 150,000 150,000 - 431000 Plumbing Permits 0 4,525 77,063 86,663 86,663 86,663 431010 Mechanical Permits 0 923 15,412 22,703 22,703 22,703 • 431510 Electrical Permit Fees 0 4,900 77,785 85,655 85,655 85,655 432000 Building Permits 0 11,223 224,486 288,224 288,224 288,224 . 433000 Building Plan Check Fees 0 4,623 139,140 183,375 183,375 183,375 • 433010 Erosion Control Plan Ck. 0 250 5,200 0 0 0 433030 Plumbing Plan Ck. 0 0 0 3,000 3,000 .3,000 433040 Electrical Plan Ck. 0 0 0 1,420 1,420 1,420 433050 Mechanical Plan Ck. 0 231 3,768 6,324 '6,324 6,324 i 433060 CDC Review Fees 0 3,600 10,800 6,000 6,000 6,000 • 436000 Engineering Pub. Improv. 0 0 104,835 - - - 438000 Land Use Planning Applic. 0 6,232 43,200 35,000 35,000 35,000 441001 Sewer Inspection Fees 0 735 11,988 10,500 10,500 10,500 • 470000 Interest Earnings 0 510 0 1,000 1,000 1,000 479000 Recovered Expenditures 0 8,605 0 0 0 0 • Total Revenues 0 266,357 811,213 879,863 879,863 879,863 • 300000 Fund balance 0 0 190,000 202,324 202,324 "202,324 . Total Urban Services Fund 0 266,357 1,001,213 1,082,187. 1,082,187 1082,187 • 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. Road . maintenance activities were added in November 1997 and $150,000 is anticipated from the County this year to fund th e additional services. . 43 tGli :lAi fi:;:Gi:%isi'::::.:.::: .....:::iiiiiiiii;:::iki>iT<i ?:'Sii• :..:.....an:::>:::>::<:;::.:>:;>::a:<::::>::::>::::>::>>::::::;:::;::::::::>;::>::>': rr::>::i::i::i::>::::r::;::i::ii::>.<:i:::<:i::>::ii>i:::: ed> i P.P 1995/9&:<:>::>: i~96~97::::< >::>ih9719$::> >::>:t~981~3::::3:::y9819s >?:'1...8199.' Acci. 470000 Interest 928 165 300 100 100 100 478000 Other revenues 0 995 5,000 5,000 5,000 5,000 Total Revenues 928 1,160 5,300 5,100 5,100 5,100 300000 Fund balance 16,390 1,000. 7,969 21,071 21,071 21,071 Total Criminal Forfeiture Fund 17,318 2,160 13,269 26,171 26,171 26,171 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. ;>:;.i:.i:.;:.;:.i:.;<.: >::<::.State::Ga... <:; osed l " ro c" 96 .i::> ::.:...:.:....;::.;:.i:.i..;:.::.::.:::.:>::i::;>::;:>;.;::...:..:.:;iii::i::::>:.: 1.995 f .;:.i:.:tf~9GI 413000 State Gas Tax Share 1,574,905 1,565,218• 1,907,000 1,687,280 1,687,280 1,687,280 442000 Street Lighting Fees 21,720 6,861 17,000 15,000 15,000 15,000 470000 Interest 31,854 14,720 23,000 15,000 15,000 15,000 479000 Recovered expenditures 89,809 57,046 0 0 0 0 Total Revenues 1,718,288 1,643,845 1,947,000 1,717,280 1,717,280 1,717,280 .300000 Fund balance 749,993 409,740 82,222 353,726 353,726 353,726 Total State Gas Tax 2,468,281 2,053,585 2,029,222 2,071,006 2,071,006 '2,071,006 Notes: State gasoline tax and vehicle registration fees are shared with cities and counties throughout the state using a formula set by the legislature. Estimated revenue is based upon $46 per capita using a population estimate of 36,680 for fiscal year 1998/99. The 1997 Legislature debated a bill that would have increased State Gas Tax by 3 cents per year, beginning in January 1998. The Bill also would have increased vehicle registration and increase the City share of collections to 20%. An additional $5 per capita had been included in the 1997/98 estimate in anticipation of passage of the bill. However,'the bill did not pass and revenue for 1997/98 was therefore less than anticipated. 44 ' i • 1998f 9:> Arf t l:8ts : i 97. .98 .............199$. 9.........199 .F9. . Aecf:#:::>::::>L?escr4 ~ ~ ........................................1.. 919........'£9...19........ 423000 County Road Tax 152,959 147,072 146,000 150,000 150,000 150,000 • 470000 Interest 2,011 1,574 1,700 1,600 1,600 1,600 i Total Revenues 154,970 148,646 147,700 151,600 151,600 151,600 i 300000 Fund balance 31,308 27,937 36,555 44,619 44,619 44,619 • • Total County Gas Tax 186,278 176,583 184,255 196,219 196,219 '196,219 Notes: i 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. i -PT 99~1~J8:::::>:'>:"1959f93 acct:#;:::;:>:DesL~tt ;bo.rx.:.:, 448000 Traffic Impact Fee 968,894 1,713,517 1,147,000 899,125 899,125 899,125 • 470000 Interest 118,194 125,426 120,000 128,750 128,750 128,750 • 479000 Recovered Expenditures 3,819 309 0 0 0 0 • • Total Revenues 1,090,967 1,839,252 1,267,000 -1,027,875 1,027,875 1,027,875 . 300000 Fund balance 1,923,804 2,058,748 2,501,635 3,376,305 3,376,305 3,376,305 • Total Traffic Impact 3,014,771 3,898,000 3,768,635 4,404,180 4,404,180 4,404,180 i Notes: i 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 $189.00 per average weekday trip • Business/Commercial use " 48.00 per average weekday trip Office use 174.00 per average weekday tip • Industrial use 182.00 per average weekday trip " Institutional use 79.00 per weighted average daily trip • Estimated TIF revenues from the following sources are: • 525 Residential units $563,325 8 Commercial/Office 104,000 4 IndustrialAnstitutional 129,800 Mass Transit 102,000 Total TIF revenues $899,125 45 . t9a ; Aaoptei # Bu :>T Vfl..:lm O :Fea:.=:f llrt~an :S.eru~ces: kituf :«'>:r out ?>zi<: ~9 .::..9 s: c:>: S: ..:.O:..:.:.; .:...:.:.;:•:;:::..6199 escri ttan;: >:>:....:::::i:::>:1995/9~::<::::. ;:::::'::>`::3J . . 448000 Traffic Impact Fee 0 35,490 422,500 369,112 369,112 369,112 470000 Interest 0 (10) 11,800 4,000 4,000 4,000 479000 Recovered Expenditures 0 0 0 0 0 0 Total Revenues 0 35,480 434,300 373,112 373,112 373,112 300000 Fund balance 0 0 35,000 335,527 335,527 335,527 Total Traffic Impact 0 35,480 469,300 708,639, 708,639 708,639 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: 344 Residential units $369,112 Total TIF revenues $369,112 ......::..::::::::.::::::::::::::::::::::::::::::.~atics.5 FCit3i1:#5 teit>:>'::t7sa : seiE:><>:iA ..b..:...:....A............... ' ........1.9.98...9......... k998f99::_:::: es"1 . on ::>::::::::;::«F99s19 449010 SDC - Parks 204,650 558,817 509,200 395,660 395,660 395,660 470000 Interest 31,615 50,794 44,000 53,000 53,000 53,000 479000 Recovered Expenditures 0 5,003 0 0 0 0 Total Revenues 236,265 614,614 553,200 448,660 448,660 448,660 300000 Fund balance 459,121 676,561 958,642 1,052,181 1,052,181 1,052,181 Total Parks SDC 695,386 1,291,175 1,511,842 1,500,841 1,500,841 1,500,841 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: 200 Single family units 0$1,050 ea. $210,000 240 Multi family units 0 $540 ea. -129,600 82 Attached units 0$600 ea. 49,200 14 Commercial units 0 $490 ea. 6,860 Total $395,660 46 I .31 [t. . ' . . ::::::::::.?Y osed:`. > A . . >::>::>?1998M> 445003 Fee in-lieu of Undergrounding 0 40,673 0 43,000 43,000 43,000 • 470000 Interest 6,017 6,881 10,000 8,000 8,000 8,000. • 478000 Other revenues 5,948 0 6,000 0 0 0 • Total Revenues 11,965 47,554 16,000 51,000 51,000 51,000 300000 Fund balance 93,441 105,407 116,396 195,242 195,242 195,242 • Total Underground Utility 105,406. 152,961 132,396. 246,242 246,242 246,242 • • Notes: This fund was established to record funds received in lieu of undergrounding utilities. • • >>>::::::>:»:#:>:«::>'.'::<::>::>Giit"<a>F:?I;: ash.. . crkers' dim er~satk►rlE... ,Wi :::::::;:::::;::<:>::::>:;•:<><:::»;:::<:>::>:<~ .Adopt........ t . f88:"::.<•:::.399195;:.;::.::.;18t#gf9E$<::»:?:>t9~8/:89~«:: • 470000 Interest 0. 4,525 3,800 5,000 5,000 5,000 479000 Recovered Expenditures 71,463 35,859 0 35,000 35,000 35,000 • Total Revenues 71,463 40,384 3,800 40,000 40,000 40,000 . 300000 Fund balance 0 71,463 102,053 154,382 154,382 154,382 • Total Workers' Comp. Fund 71,463 111,847 105,853 194,382 194,382 194,382 • • 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. • 47 . :>>::::>:<::<::>::::>:iQtci 1tFQE:~:::::::;:1)escri ~bn:::::>:::::::>:::>:::>:::::>::;<::<::<fs~:;::>::<99719 ........................................ghs. 404000 Federal Grants 0 239,300 0 0 0 0 470000 Interest 0 0 0 0 0 0 479000 Recovered Expenditures 65. 4,018 0 0' 0 0 Total Revenues 65 243,318 0 0 0 0 300000 Fund balance 0 (221,816) 0 0 0 0 Total FEMA Disaster Fund 65 21,502 0 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 Management Agency. The costs associated with the 12/12/95 wind storm and the February 1996 flood were partially reimbursed. Unreimbursed expenditures were transfered to the sewer and storm drain funds in 1997/98. 'MW :i<>r:><s'#cfiAlz'.>A ':>P . 995' G:»:8E499W~~ 199.?~9$<r:>::<199819><fi>:a9 . Acct Qesci.l .fort 417000 Tree Replacement Revenue 0 174,584 50,000 50,000 50,000 50,000 470000 Interest 0 1,707 11,200 2,000 2,000 2,000 Total Revenues 0 176,291 61,200 52,000 52,000 52,000 300000 Fund balance 0 0 185,000 174,062 174,062 174,062 Total Tree Replacement Fund 0 176,291 246,200 226,062 226,062 226,062 • 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. • 48 "[9989 1 dc3p# 9 vf:Ti r.I ..fl . Y 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 shortterm debt issued to fund the local improvements, On May 3, 1993, the City issued $660,000. in GO Improvement Refunding Bonds for a current refunding of a portion of the outstanding 1982, .1989, and. 1990 Series bonds. The refunding was done to save taxpayers $76,031 over the Ile 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. A summary of Debt Service revenues, by type, follows: • Fund Amount General, Obligation Debt Service: • Tax collections 1,629,615 Interest earnings 45,000 Beginning fund balance 0 • Total General Obligation 1,674,615 Bancroft Debt Service: . Collections from property owners for the: Pacific Corporate Center Project 120,897 Lincoln/Locust Street LID 40,538 . McDonald Street 9,218 135th Avenue Project 9,195 Interest Earnings 107,192 . Bond Proceeds 4,800,000 Beginning Fund Balance 1,038,752 Total Bancroft 6,125,792 Total Debt Service Funds 7,800,407 49 , 4: Ad t'' P:::::::::::..::::.9.:.::::::::::::.:::.:::::::::::::.:; ::::::::.::.::....:.:.....>:of>Ti ark ..t?r.. jift, Debt Service Funds are received from the following sources: Bond Proceeds 62% x: : Wrvr i:~:44 nrr r.> ® Beginning fund balances ❑ Interest ® Assessment 13% earnings interest and 0 Property tax 2% principal revenue 21% 2% Source Amount Percentage Property tax revenue 1,629,615 20.89% Assessment interest and principal 179,847 2.30% Interest earnings 152,192 1.95% Bond Proceeds 4,800,000 61.54% Beginning fund balances 1,038,752 13.32% Total Debt Service Funds 7,800,407 100.00% • 50 998195.... " .tEd:l3d9 et ~s tecal;E}btigat :C~ebt.:::::::::.:..:::::::::::::::.::.:::::::::<;.:;.: • ?is?: >.........::>::::::i:?:::: ><k ::>::>::>s »>::»::»::>::>::>::»:>s» s><:::>::kotual«::><:::::>::Ae€iiat<:::>::::>...fl . X X: ;.;::;>:;::199$799:::>....::...... . 400000 Current taxes 1,382,314 1,356,859 1,569,675 1,604,615 1,604,615 1,604,615 . 401000 Prior year taxes 33,756 31,765 30,000 25,000 25,000 25,000 . 470000 Interest 56,136 43,067 20,000 45,000 45,000 45,000 . Total Revenue 1,472,206 1,431,691 1,619,675 1,674,615 1,674,615 1,674,615 300000 Fund balance 259,968 168,655 31,560 0 0 0 • Total G.O. Debt Service 1,732,174 1,600,346 - 1,651,235, 1,674,615 1,674,615 1,674,615 • • Notes: Year 1998199 . General Obligation Debt consists of: Issued Obligation Advance refunding bonds Series A .1993 1,674,615 Total 1,674,615 • . Debt Service for these bonds is received from a property tax levy necessary to meet the fiscal year requirements as follows: . Total requirements 1,674,615 Prior years taxes (25,000) Interest earnings (45,000) . Beginning fund balance 0 Levy revenue requirement 1,604,615 . Collection rate 95.001/6' Tax levy 1,689,067 . >::<>::»::att croonc€. Deb€:S01ie1...................................................:::.::::::::::::.............. 3995196.:::::::.:....:.................................................................. , 470000 Interest 11,312 9,575 13,000 9,500 9,500 9,500 . 471000 Interest from other source: 172,368 158,177 116,284 97,692 97,692 97,692 474000 Proceeds/collections 31253,000 4,449,666 0 4,800,000 4,800,000 4,800,000 . 475000 Bancroft collections 218,667 195,802 163,449 .179,847 179,847 179,847 478000 Other revenues 0 832,000 0 0 0 0 . Total Revenue 31655,347 5,645,220 292,733 5,087,039 5,087,039 5,087,039 . 300000 Fund balance 152,096 218,447 533,549 1,038,752 1,038,752 1,038,752 • Total Bancroft Debt 3,807,443 5,M,667 826,282 6,125,791 6,125,791 6,125,791 Notes: . Special assessments are the major source of funding to meet current and future interest and principal payments on outstanding bonds. . 51 . 9sz9a: ,.tea . :::>::::>::::>::::>:::>::::>:::>::<:»>::::>::::>::>:>:::<:>:::>::::>::::>:<::::::;::::><::::;::::::««:>:::::::>:::<:>t s t# our ::C7TO : $eYseiae lC 63 > ` »:s : Generai:t31s1i atiarj:i3eE►f.:....:. Escrdw.. oc. . >::::>:<:><;;:::>::::>::::>::>::>:::::>:><:>;:;::A' foal ::::::::::::::>::>:::Act 96::.; :>.:.>:::t99W97::c:«;:::::i371J8;>:::>s>::>:t998199:>:.>:::.>:.>::X998159!:<::>::<t13$99:>: A60 ESE71tQR:; G::;~9 . Amt held in trust for escrow pymts 1,715,653 0 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 serviced 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. • 52 9981.:..6....:: d >5te : bit :»«>:........:::>::>::>::>:>::>::»::»»>::>:.>::>::>:<><>::::::>::>::>::>::>::>::>::»::>:Ga i 1 Pto rtrtds P. . 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 at least $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 Special Assess. Metro Greenspaces 5% Park Levy Impr 19% 14% Facility Fund 62% . 53 . d S98f99..>. i . . 1rtt.::a.... . JE.:::::::::9.:::s::::::::9 p4H 1il3ei..lr #1 . ~eCiaF:A~sessriien-:ll I' " e ' c3aE>[:>kil . :1;?escrf :<.:f99BF9<:::<::>:1;59381%9>:>:>::; 470000 Interest 69,410 76,891 76,000 0 0 0 474000 Bond Proceeds 832,000 175,334 0 0 0 0 479000 Recovered expenditures (79) 0 0 0 0 0 Total Revenue 901,331 252,225 76,000 0 0 0 300000 Fund balance 767,491 583,882 1,594,358 71,208 71,208 71,208 Total Special Assess. Improv. 1,668,822 836,107 1,670,358 71,208 71,208 71,208 The Dartmouth Street project is completed and the final assessment is expected to be finalized in 1997/98. f ax Ity veireit;l u f!ark::l e - :~fi 89 : a>::1:996/9>::::>:1997198::::>:<:>::#9s8t99:::«:::>::#998X99::<'>:>a:93Bf99<:?:: 400000 Current taxes 799 0 0 0 0 0 401,000 Prior year taxes 7,576 3,250 0 0 0 0 404000 Park County Grant 0 0 0 0 0 0 414000 Intergovemment revenues' 3,537 0 0 0 0 0 470000 Interest 7,333 9,296 9,000 9,000 9,000 9,000 477000 Private Donations 100,000 0 0 0 0 0 479000 Recovered expenditures 0 0 0 0 0 0 Total Revenue 119,245 12,546 9,000 9,000 9,000 9,000 300000 Fund balance 66,869 173,405 182,137 184,394 184,394 184,394 Total Park Levy Improvement 186,114 185,951 191,137 193,394 193,394 193,394 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. 54 . 4998l99'}citiied:.:::.::. g :Bud . hF XXX F. 4 1: P::::::::::::::: -XX-X 9 Si99>'?>:<f99d99::»:<:>::f998F9. iiGtrt:#::::<::EDes?cl'i 97198`<::::'~.:~ 470000 Interest 8,667 16,142 15,000 15,000 15,000 15,000 • 478000 Other revenues 197,145 135,000 150,000 808,491 808,491 808,491 • Total Revenue 205,812 151,142 165,000 823,491 823,491 823,491 • 300000 Fund balance -0 205,362 238,704 357 357 357 Total Facility Fund 205,812 356,504 403,704 823,848 823,848 823,848 • • Notes: This fund was established during the 1995196 budget process-to set aside, funds for the future expansion of City facilities. Revenue is from annual contributions from the, General Fund. The 1998/99 contribution is earmarked for the Police facility remodel, $180,000, and the purchase of property, $600,000. Revenue of $28,491 is also included from the Urban Services Fund as repayment of a lease to the Facility Fund for modular office space. . :.;:•:::Ci ;:af:.:r VemW:~'~>ncr:.:::~?::::::::::.~:.:~ ::.....39gs19 470000 Interest 479000 Recovered expenditures - - - Total Revenue 300000 Fund balance 105,131 - - • Total Bull Mtn Rd Improvement 105,131 - - • Notes: This 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. • 55 998f99::::Ado ted:>>:::::: S:s?:::::><><:>z::» P..::.::::.::.:::::::.:.::::::::::::.:.:.:.::;.;:.;:.;:.:;:.;:.:: :;::>:=>>a:897198:»:<:>:::~998/9:::<z;<:98199>:><:: i9g83>: k6.d., :::::046 scn 64.7 416000 Intergovernment Revenues 125,000 7,807 633,000 259,000 259,000 259,000 470000. Interest (1,468) (482) 0 0 0 0 479000 Recovered expenditures 0 0 0 0 0 0 Total Revenue 123,532 7,325 633,000 259,000 259,000 259,000 300000 Fund balance 0 (1,776) (1,776) 0 0 0 Total Facility Fund 123,532 5,549 631,224 259,000 259,000 259,000 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. 56 City of Tigard, Oregon . II . i ! 1 1 1 1 PROGRAM EXPENDITURE SUMMARY Program Budget Organization Organization Chart Expenditure Summary - By Program Operating Budget History Total Operating Budget City of Tigard, Oregon • • • • • • • • • • City of Tigard, oregor► <9i99:Ait <edDad g...:.::::.:.:...:.::::::::.::.:::::::::::::::::::::::::::::.::..::::::::::::::::::::.:::..:::::::::::::.:;:..;:.;::.:: :.:::..:::::::.::::::.:.:.:........................................::::::::::..:pra rr~n...............:.::...:.:....:.................,..... :::::.::.:::::........................9......:::.::.::::::. . 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 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. Contingency/Reserve includes allowance for contingencies and.reserves in various funds. • The program budget organization detail, including identification of each related budget unit and an explanation of the functions and activities, are described on the following pages. • Sources of funding of each budget unit's activities within each program are described in the Program Budget • Matrix in the Budget Information Section. • 57 :::::::::::::::::::::::::.::P::::.............g.....................:.:.:...:.:::::::::::. . ::::::..::...:..:........................................9...........................:.......:.:::::::........:..:....::..:::.:::::.:::.::::::::.::::::::.:. :P::. :..::::::::::::.:.::9::.:::.::::........:..........................................................................................:.:::::::::::. . 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 i Building Inspection 2220 Current Planning 2230 Advance Planning 2235 . Engineering .2240 Street Lights & Signals 2250, 58 , 19gt3f99d #d3iad ........g..........:::::: a................ [zaf on ~ ..........................:::.:.::::.:::..::.::::.::...::.::.:.....:::.:.:::::::::9::::::::::::::.::::::J:::::::::.::..:::::::::::::::.::.:; : 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 • 59 • :::::.................:::.::::::::::::.::.9....:::::::::::::::.::.::...:...............:::::.:..::..::::..........................................::::.::.::.:::..........................:..::::::.::........................................................ :<:><: «::.;::;«>«r and att .xt.. . . g::::.: Citizens ~rl Mayor & City City Council Attorney . • City Manager's Police 176 Library Public Works 1 Community Engineering City Finance • Development Administration N[_ Police Library Public Works Community Dev. Engineering City Admin. Finance Administration Administration Administration Administration Engineering City Recorder Finance Department Department Library Police Public Works Community Dev. ~ City Admin. Finance Operations Readers Engineering • Sanitary Sewer' Building Street Lights/ Community Accounting Services Inspection Involvement Signals . Library Public Works City Admin. Finance • Technical Community Dev. Human • Police Services Storm Sewer Current Planning Resources, Office Services Support Services I • City Admin. . Library Public Works Community Dev. Risk Finance Circulation Water Advance Management Records Planning • Public Works Finance Street Municipal Court Maintenance • Public Works • Shops & Services Public Works Property Mgmt. . i Public Works Parks . Maintenance 60 . of i< > <'><»<»>>>><>: >:<»:<«><><>:>:<><:< x:.;.::::ditue<Sfirrtrt#a:.<:B:'.r. . e~~'1 9581.5.............'x...98/.................. Community Services 6,128,332 6,533,078 6,973,865 7,945,091 7,909,284 7,909,284 Public Works 4;334,411 4,898,687 5,488,574 6,234,641 6,234,641 6,234,641 Development Services 2,372,719 2,798,302 3,816,334 3,979,283, 4,004,283 4,004,283 Policy & Administration 2,218,386 2,385,211 2,598,366 3,038,816 3,056,441 3,056,441 General Government 390,122 350,940 446,225 335,213 337,213 337,213 Total Operating Budget 15,443,970 16,966,218 19,323,364 21,533,044 21,541,862 21,541,862 • Debt Service 6,864,083 6,567,623 2,165,550 6,726,841 6,726,841 6,726,841 Capital Projects 3,384,915 4,981,286 18,711,107 22,501,750 22,579,250 22,579,250 Transfers 0 0 0 4,000,000 4,000,000 4,000,000 Conti ngehcy/Reserves 0 0 1,610,000 1,750,000 1,750,000 1,750,000 • Total Expenditures - by Program 25,692,968 28,515,127 41,810,021 56,511,635 56,597,953 56,597,953 • EXPENDITURE SUMMARY - BY PROGRAM 1998/99 ADOPTED BUDGET Capital Projects 39 89% Contingency . 3.09% l.'.'.:.: , ' % i`J'.i ~,,`'.'f.'~:'! '!::f'.'.'`/!`!`~•/: is Transfers 7.07% %i. tiff\:i::iiti:;•ii:i;::;::i:;::i }:;;'::ii i;}n;qi'`'•' • w::::::; :w:::::•.~:::::::.... : . i ♦ iX;'iL{r iii iij}^~ii'J,.?r~ ~•i:~i•{'i;.vY. {'n'{v'i:'ii(`v{ • '~'v',; {?r{ti::iii:;:~l:;i:{{•: ii:i:~iiiiiii:{>.•itii :::?i5;$^•;.»{.<ry.<;r .i::<:::z.,;.;;:::.>.{•>:•;:•:;:>:•::::,;:>:<:• Debt Service " ~i%%t.:•°•~~;<•:;t s::iof <{i::i:;ii::i?'•E~:~r~:~ iij:~ii>E~?i::: • 11.89% ~ •{:.?~i>~s is#i ~:~#~`•>:`•#:is:<~:~:•'•.~:~:'~~~>'••`•::<?<:: Community Service 13.97% • Gen. Government policy & Administration Development Services Public Works 0.60% 11.02% • 5.40% 7.07% • • i . • 61 • The operating budget is that portion of the budget that is appropriated for operations of the City. Included in the operating budget . are appropriations for Personal 'Services, Materials and Services and Capital Outlay for each department Debt Service, Capital Projects and Contingency reserves are not included in each departmental operating budget. Shown below is the history of the total operating budget by program component for the past five years. • Operating Budget History ~al . 25,000,000 . 20 000,000 :s 15,000,000 >3+ 10,000,000 • v>iti }i:ti:ti "000 5 000 . LC is v:lvr}~O ::4vn 0- , 93/94 94/95 95/96 96/97 97/98 98/99' Fiscal Year i ❑ Community Services ® Public Works ❑ Development Services , Policy & Admin ® General Gov't Fiscal Community Public Development Policy & General . Year Total Services Works Services Admih Govt Actual 93/94 12,327,836 5,068,119 3,058,268 2,073,986 1,755,449 372,014 . Actual 94/95 14,375,626 5,651,145 4,080,487 2,241,025 2,014;015 .388,954 Actual 95/96 15,443,970 - 6,128,332 4,334,411 2,372,719 2,218,386" 390,122 , Actual 96/97 16,966,218 6,533,078 4,898,687 2,798,302 2,385,211 350,940 'Adopted 97/98 19,323,364 6,973,865 5,488,574 3,816,334 2,598,366 446,225 , Adopted 98/99 21,541,862 7,909,284 6,234,641 4,004,283 3,056,441 337,213 62 ire 'r>>:>::><<>>>>>><<<>'<<<>[<::>>«<':<>>>> f..................9:::::.:::: MOP 'rtrited»...Ft cta:[>< iV foal:.>'. > ? ~ 1 Personal Services Positions 195.61 205.61 226.16 242.51 242.51 242.51 Wages 6,962,722 7,692,796 9,110,307 10,052,285 10,052,285 10,052,285 Overtime 203,523 186,324 291,533 339,486 339,486 •339,486 Worker's Compensation 163,710 100,982 204,969 163,690 163,690 163,690 Payroll Taxes 591,539 669,990 794,584 896,442 896,442 896,442 • Retirement 890,694 972,086 983,538 1,087,882 1,087,882 1,087,882 • Group Insurance 729,316 711,521 913,296 939,597 939,597 939,597 • Total Personal Services 9,541,504 10,333,699 12,298,227 13,479,383 13,479,383 13,479,383 Materials & Services • Water Costs 1,486,515 2,162,943 2,151,660 2,264,040 2,264,040 2,264,040 Prof. & Contract Services. 1,348,528 1,541,928 1,485,537 1,848,314 1,812,507 1,812,507 Repair & Maintenance 686,412 572,374 683,830 779,827 779,827 779,827 • Special Dept. Expense 148,586 166,268 384,770 215,507 215,507 215,507 Office, Supplies 256,090 260,591 257,493 284,776 284,776 284,776 • Advertising & Publicity 69,664 82,553 80,685 84,845 84,845 84,845 Fees/Dues/Subscriptions 73,993 77,080 84,720 87,698 89,698 89,698 • Travel & Training 123,261 109,156 172,861 225,225 225,225 225,225- Fuel Expenses 12,680 -94,555 100,550 102,095 102,095 102,095, Computer Software 7,441 23,847 52,555 97,275 139,900 139,900 • Rents & Leases 36,748 20;829 80,895 130,111 130,111 130,111 Utilities 469,788 460,954 557,168 576,742 576,742 576,742 Insurance 159,033 171,726 182,709 228,096, 228,096 228,096 Library Materials 192,618 211,891 189,800 193,721 193,721 193,721 Total Materials & Services 5,071,357 5,956,695 6,465,232 7,118,270 7,127,088 7,127,088 Capital Outlay • Land & Improvements 0 0 74,500 82,000 82,000 82,000 Building & Improvements 12,190 4,107 30,000 3,800 3,800 3,800 • Vehicles 196,239 172,635 185,716 241,000 241,000 241,000 Office Furniture.& Equipment 289,298 58,333 22,158 100,207 100,207 100,207 Computer Equipment 60,521 166,609 136,140 .183,237 183,237 183,237 • Operation Equipment 272,861 274,140 111,390. 325,147 325,147 325,147 Total Capital Outlay 831,109 675,824 559,904 935,391 935,391 935,391 • Total Operating Budget 15,443,970 16,966,218 19,323,363 21,533,044 21,541,862 21,541,862 • 63 i i ! i 1 - i t City of Tigard, Oregon 1 1 1 i Community Service Program Police Library Arts and Social Services Parks City of Tigard, Oregon r City of Tigard, Oregon • • 1 1 81 ~3?€Ada A .:::.:::.::::::..:....................................................5.:::::::s.:.:.:::.::::::::...................................:..:::::: :<>::<:>::>::<:; Carnrtsunrt..:<Services P : Community Services Arts Events/ Parks Police Library Social Services Maintenance Ai or Pos sr€....... Of : D Gxr r©tt :<:::<>:<:::;<::::<>« <::::1:995I96>;>;::>::.<:>:1 9 T 7 XXX es........................ # Positions 89.61 93.61 98.91 105.01 105.01 105.01 Personal Services 4,578,100 5,018071 5,554,538 6,161,788 6,161,788 6,161,788 Materials & Services 1,210,091 1,240,419 1,195,688 1,371,252 1,335,445 1,335,445 Capital Outlay 340,141 274,488 223,639 412,051 412,051 412,051 Total Comm. Service - by Category 6,128,332 6,533,078 6,973,865 7,945,091 7,909,284 7,909,284 Police 4,490,378 4,738,439 5,070,791 5,698,599 5,662,599 5,662,599 Library 1,141,941 1,290,270 1,363,220 1,492,605 1,492,605 1,492,605. _ Arts Events/Social Services 89,453 82,500 83,750. 96,000 96,193 96,193 Parks Maintenance 406,560 421,869 456,104 657,887 657,887 657,887 Total Comm. Service - by Department 6,128,332 6,533,078 6,973,865 7,945,091 - 7,909,284 7,909,284 64 i City of Tigard, Oregon 1 0 aid :;ors e€Ib Police Administration Operations Investigation :..8 . ti rt1995198::;::::::::: 69.::.::.::.~~97 # Positions 60.50 63.50 67.25 69.00 69.00 69.00 Personal Services 3,519,544 3,787,976 4,134,023 4,518,695 4,518,695 4,518,695 Materials & Services 702,715 765,312 758,552 880,383 844,383 844,383 Capital Outlay 268,119 ' 185,151 178,216 299,521 299,521 299,521 Total Police - by Category 4,490,378 4,738,439 5,070,791 5,698,599 5,662,599 5,662,599 Administration 237,612 213,580 231,538 236,666 236,666 236,666 Operations 2,775,813 3,007,909 3,114,800 3,771,196 3,771,196 3,771,196 Investigation 1,476,953 1516,950. 1,724,452 1,690,737 1,654,737 1,654,737 Total Police - by Department 4,490,378 4,738,439 5,070,791 5,698,599 5,662,599 5,662,599 65 . ~.1.. . Irt: Program Summary: 1998199 Goals and Objectives: . The Chief of Police is responsible to the City Manager for the 1. Fill the vacant Training Officer's position and organize the delivery of ' • overall operation and administration,of the Police Department. training in the Department . The Chief directly supervises the Public Information/Crime Prevention Officer, a confidential executive assistant, and two 2 Continue to work on improving communications and consistency. police captains. . One captain is responsible for the computer specialist and 3. Have an annual Department meeting. the computers in the Department, the Investigations and • Records Units, and is the Department Inspections Officer. 4. Put together a strategic plan for the Department and the immediate . future. The other captain is in charge of Operations (Patrol) Division 5. Review the traffic enforcement to determine if the Unit should be • and is also the Department Training Coordinator. . recreated. The Crime Prevention/Public Information position is . responsible for all our public education and programs and 7. Continue community policing projects at the Patrol level. coordinates the Citizens Police Academy. g. Working with the Space Committee, determine the long-term space The assistant provides confidential clerical support for the needs for the Police Department . Chief, the 2 captains, the Crime Prevention/Public . Information Officer, and other Department members. She also is our alarm coordinator•and maintains the Department's . confidential files. Program Highlights: 1997/98 Accomplishments: . This budget allows us to maintain our existing programs and'to add 3 (1) Added volunteers to assist Detective Unit, peer court, additional officers that will be used to provide direct service to the crime prevention and traffic enforcement. citizenry for patrol and call repines. The 3 new officers will be assigned to patrol shifts as soon as they complete training. This budget also . (2) Graduated a Citizens Police Academy class. allows us to continue our neighborhood patrols and community education programs and provides for some increases in outreach and rejuvenating our Neighborhood Watch Program. . (3) Filled all our vacancies and positions. In addition, this budget will allow us to provide support for several . (4) Adopted a major community policing project at volunteers that have joined the Department to assist the'Crime Prevention Tiffany Court apartments. Officer in reviewing all the Neighborhood. Watches, adding more neighborhoods, and providing general assistance to him in responding to " . (5) Completed addition project. citizen needs. Several other volunteers assist the Community Service Officer in moving the radar trailer to different locations each week. . The goals for this last fiscal "year were difficult to attain in that Another group of volunteers is assisting in, Detectives with filing and we had unprecedented turnover due to,retirements, and the clerical work. . majority of our year was spent in recruitment, selection, and • training of new personnel. This budget also allows us to continue our Juvenile Peer Court, which • was established in 1996/97 and has become a very popular and, successful program for first-time juvenile offenders. We are also looking into providing a.summer component of the G. R. E.A.T. Program; and we • will be further evaluating and gathering information and statistics on the different visioning issues that are the responsibility of the.Polioe . Department. • 66 . r 199~~3g»~ticlQ :tad... u P ~te................................:..........................................::.::::::::::.::..:::::..::::.:::::.::::::::::..::::::::.::::::::::::..:::::::::..:.:.:: re Q.:.:::::::::::::::..:....................................................:...::.::::::::::::.:. . ..:.9::.:.. . ;>::>:::z:3:£:<:i:i:'i: :::::i::.::.::.::.::.:::.:: '_>i minrstratioi:><<>`:?«>:<«<' ;<<>?'<><'>>>«'>`:>>>>>:<>><:' ? Performance Measurements Description 1995/96 1996197 1997/98 1998/99 Part I & 11 Reported Crimes 4,916 5,358 4,989 5,026 Population 35,021 35,925 36,680 37,414 Calls for service/assistance 35,000 36,340 36,680 37,520 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 1995/96 1996/97 1997/98 1998199 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 1.00 Computer Specialist 1.00 Total Positions 4.00 3.00 .3.00 3.00 . Service Level Standards Description Part I & II Crime Increase 4% Total Calls for Service Increase 10% Reported Accidents Increase 4% 67 • 99$x3311 . e :.::<.;;::.;:<.;:.;:.;:.;:.;:.:<:.::.::.;:.;:.;:.; J.................. ~3...............:...:...:::....::....:::.................................................................. d' ::Una>:<«<:::>:....t.. 'tek;«::::::fir osed> ><'oc.......... e cri .Ion :.:......::1.. . .../89.::...:.:....................... Personal Services Positions 4.00 3.00 3.00 ' 3.00 3.00 3.00 Wages 148,874 137,164 141,589 144,339 144,339 144,339 Overtime 8,433 2,850 0 5,000 5,000 5;000 Worker's Compensation 5,342 2,523 4,690 3,315 3,315, 3,315 Payroll Taxes 12,809 11,407 11,490 12,089 12,089:. 12,089 Retirement 24,397 20,677 16,991 17,921 17,921 17,921 • Group Insurance 19,734 11,210 15,168 17,113 17,113 17,113 Total Personal Services 219,589 185,831 189,928. 199,776 199,776 199,776 • Materials & Services Water Costs 0 0 0 0 0 - 0 • Prof. & Contract Services 243 0 1,000 - 11,500 11,500. 111-500 Repair & Maintenance 5,534 2,321 4,500 4,500 4,500 4,500 • Special Dept. Expense 2,543 12,646 1,900 3,000 3,000 3,000 Office Supplies 2,592 4,321 5,000 5,000 5,000 5,000- • Advertising-& Publicity 0 122 0 0 0. 0 Fees/Dues/Subscriptions 601 835 830 1,060 1,060 1,060 Travel & Training 4,863 4,020 6,200 6,700 6,700 6,700 • Fuel Expenses 365 2,521 1,600 2,000 2,000 2,000 Computer Software 0 0 0 0 0 0 Rents & Leases 55 0 1,500 1,500 1,500 1,500 • Utilities 633 518 580 580 580 580 .Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services 17,429 27,304 23,110 35,840 35,840 35,840 • Capital Outlay Land & Improvements 0 0 0 0 0 0 • Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 17,700 0 0 0 • Office Furniture & Equipment 594 445 0 0 0 0 Computer Equipment - 0 0 0 0 0 0 Operation Equipment 0 0 800, 1,050 1,050 1,050 . Total Capital Outlay 594 445 18,500 1,050 1,050 .1,050 Total Budget Unit 237,612 213,580 231,538 236,666 236,666 236,666 • 68 . I .:::.::..:.::::::.;:.;:<.;:::.;:.;.;.;:.;:.;:<.>.:~t:'::D r....::...:.:.....................................................................................:..:...:::::.:. :...s.........:::.::::.::::::::::.:::::.::.:::::::::.:::.::::.:::.:::::::::::::::::::.:::::::::::............... . VI Program Summary: 1998199 Goals and Obiectives: The Operations Division consists of 3 shifts operati ng 24 Maintain responses to emergency calls under 5 minutes and establish hours a day. The Division is the first responder to calls for patrol case clearance statistics. service and emergencies. In addition, the Division is responsible, for investigating misdemeanor and class C Continue with implementation of Problem Solving/Community Policing. felony crimes. Each shift is managed by a lieutenant who is assisted by 2 sergeants. The lieutenants are responsible to Target Crime and Traffic specific problems in the community and deploy the Operations Captain, who is responsible to the Chief of resources to solve the targeted problems, taking into consideration all Police for overall operations of the Division. community resources. The last year presented a unique challenge as we faced Target and suppress gang activity/crime through enforcement, education, numerous unanticipated retirements. The hiring and and community involvement training of 21 people during this last year caused the trained officers to shoulder more of the work load: Fortunately, the Continue making requests from crime/utility watch groups a high priority. calls for service were lower than previous years. This permitted us to improve our response time to emergency Refer Juvenile offenders to the Tigard Peer Court calls by 1.2 minutes. The reported accidents increased nearly 8% from 1715 to 1850. Training Services: Identify training needs based on mandated training and career. 1993 1994 1995 1996 1997 development training. Emergency Call Response Time 6.78 6.94 5.83 4.52 2.72 Develop training schedules to insure all mandated training is (in minutes) accomplished in a timely manner. Provide training opportunities for all department personnel. 1997/98 Accomplishments: (1) Implemented problem solving/community policing by identifying crime and traffic specific problems, forming partnerships, and utilizing all community resources available to solve them. Program Highlights: (2) Suppressed gang activity/crime through enforcement, This proposal includes positions provided in the tax base and filled per education, and community involvement. Council authorization during FY 97/98. (3) Deployed limited resources to address crime and traffic The proposal includes new training for Emergency Vehicle Operations specific problems. Worked with other divisions, which will help reduce the City's, liability resulting from emergency • departments, and the community to reduce crime and response driving. improve the livability of Tigard. Also included is cost for replacing one K-9. The dog would be purchased (4) Maintained high visibility and continued to be from a police K-9 breeder/trainer, which will reduce training time for the responsive to community needs and concerns. Requests officer and reduce the risk of loss if the dog has medical or training • from crime/utility watch groups received high priority. problems that affect performance. (5) Juvenile offenders were held more accountable for their actions through referral to the Tigard Peer Court • 69 • 739>:c..:.:.: 9 Performance Measurements • 1995196 1996/97 1997/98 1998/99 Part I & Part II Offenses 4,916 5,358 4,989 5,026 . Calls for Service . 35,686 40,180 37,068 37,759 Population Served 35,000 36,340 36,680 37,520 Calls per Officer *871 *876 *904 *858 S 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 Com uter Aided Dispatch Full Time Equivalent Positions • 1995/96 1996/97 1997/98 1998/99 41 Captain 0.00 1.00' 1.00 1.00 • Lieutenant 1.00 3.00 3.00 3.00 Sergeant 3.00 6.00, 6.00 4.00 s Corporal 4.00 0.00 0.00• 0.00 Police Officers 27.50 29.00 31.25 38.00 S Community Service Officers 2.00 2.00 2.00 2.00 Computer Specialist 0.00 1.00 1.00 1.00 Council added 3 police officers to the FY97/98 budget that'were not included in the initial approved budget by approving the early hire of 3 new positions for FY98/99. Hiring was completed in January 1998. . Total Positions 37.50 42.00 44.25 49.00 S Service Level Standards Response Times: Emergency Calls for Service 6 minutes Calls per Officer (goal) 1,000 Accident Rate 5% increase 70 ( ~ A.do X>~d>;i # r os..d....... ou>~d.......J p.:::::::..:...................,,..:..::::::.::.:.::..::.:..:.:::::::::::.:.:..::.::.::.:.:..: t ;:::<:<:<::> .y:99 E96.r::.::,:.:: Personal Services Positions 37.50 42.00 44.25 49.00 49.00 49.00 Wages 1,640,356 1,899,208 1,955,364 2,340,983 2,340,983 2,340,983 Overtime 103,190 94,579 165,654 206,900 206,900 206,900 Worker's Compensation 57,554 42,023 87,772 70,687 70,687 . 70,687 Payroll Taxes 148,562 170,874 182,435 220,281 220,281 220,281 Retirement 281,753 285,072• 214,167 257,699 257,699 257,699 Group Insurance 159,877 150,910 156,739 184,320 184,320 184,320 Total Personal Services 2,391,292 2,642,666 2,762,130 3,280,870 3,280,870 3,280,870 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 23,560 20,518 31,050 31,720 31,720 31,720 Repair & Maintenance 88,531 88,974 72,744 83,830 83,830 83,830 Special Dept. Expense 70,677 69,306 74,160 74,418 74,418 74,418 Office Supplies 10,722 5,802 5,800 5,800 5,800 5,800 Advertising & Publicity 2,506 2,950 2,000 2,000 2,000 2;000 Fees/Dues/Subscriptions 1,808 681 2,000 2,130 2,130 2,130 Travel & Training 18,979 16,975 14,300 25,073 25,073 25,073 Fuel Expenses 4,774 38,976 33,000 42,000 42,000 42,000 Computer Software 395 319 0 0 0 0 Rents & Leases 55 0 0 0 0 0 Utilities 8,453 11,831 13,050 13,700 13,700 13,700 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 230,460 256,332 248,104 280,671 '280,671 2801*671 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 131,849, 60,534 95,116 136,000 136,000 136,000 Office Furniture & Equipment 5,617 287 0 6,000 6,000 6,000 Computer Equipment 2,410 0 0 4,200 4,200 4,200 Operation Equipment 14,185 48,090 9,450 63,455 63,455 63,455 Total Capital Outlay 154,061 108,911 104,566 209,655 209,655 209,655 Total Budget Unit 2,775,813 3,007,909 3;114,800 3,771,196 3,771,196 3,771,196 • 71 8U' fit:: <:<<><>><«»>>':><« ? >>»>>>>><»'>'>»<'>>'<>'>?>» 43$191::.::;::ted :X X 3t . e.U Program Summary: 1997/98 Accomplishments: (Cont.) SUPPORT SERVICES DIVISION consists of the Records RECORDS: Unit, Detectives Unit and Training Services. A police Captain 1.Complete transition to PPDS as the records management system for is the Support Services Commander. Tigard. (Completed) 2. Update and maintain standard operating procedures manual. The Detective Unit is responsible for investigating all serious (Ongoing) crimes (A and B felonies), and investigations of narcotics and 3..Organize and prioritize workload. (Completed) gang-related activity, as well as coordinating investigations • with other jurisdictions pertinent to the City of Tigard. School 1998/99 Goals and Objectives' Resource Officers are responsible for gang intelligence, criminal investigations that arise with the.Tigard School DETECTIVE UNIT: District, and the DARE & GREAT programs aimed at helping Establish a unit to work with an emphasis.on Gang and Drug related • young people resist substance abuse and gang activity. criminal activity., Coordinate PEER COURT. Focus on Person Crimes: Homicide, Assault, Rape, Robbery, and Child • The Records Unit maintains Department records and is Abuse. (ongoing) responsible for processing all records requests from department personnel, outside agencies, other jurisdictions, Prioritize investigations in crimes directed towards the elderly. (ongoing) and the public. Maintain high levels of clearance rates of crimes and recovered property. The Training Unit is responsible for scheduling, coordinating (ongoing) and facilitating training in the department, as well as keeping training records and assisting personnel with career RECORDS UNIT: development. Update and maintain standard operating.procedures manual for the Records Section. (ongoing) 1997/98 Accomplishments: Establish work stations for all employees. DETECTIVES . 1. Successfully investigated and cleared by arrest a homicide, Complete Computer transition from Police Track to PPDS. numerous robberies, and several rape cases. . 2. Facilitated the clean-up of a local apartment complex that Adopt the State records retention schedule and comply with the rules. • was a source of significant drug and disturbance problems. (ongoing) 3. Developed intelligence on gang related crime and activity. 4. Maintained high levels on clearance rates of serious crimes Leads update training for Records Personnel. and recovery of property while dealing with an ever increasing workload and limited resources. TRAINING SERVICES: 5. Coordinated efforts with surrounding jurisdictions for overall Identify training needs based on mandated training and career crime control efforts in our community. development training. • 6. Continued the SRO program in the school which includes the DARE'and GREAT programs. Also continued the PEER Develop training schedules to insure all mandated training is i Court program. accomplished in a timely manner. COMPUTER SERVICES: Provide training opportunities for all department personnel. 1. Completed transition to PPDS as the Records Management System for Tigard. Program Highlights: • 2. Active involvement with county wide computer projects. 3. Added computer resources for new positions authorized in the budget and departmental reorganization. The establishment of a unit to enforce, the laws related to criminal activity 4. Coordinated computer training for employees. connected with gangs and drugs. Also will allow us to investigate • 5: Coordinated development of PPDS network interface. computer based crimes as well as crime where computers are used to track the criminal activity or store evidence. . 72 . 1>309 :::<Aiv 1? ~ ...f.T rt.............. ..::.:::::.::::::.:7.:.........ii.......:::...................... :::::::::::::::::ii:c::i:::::'::i:::: ::i::::::t:.:5::::i::ii::ii::::::::iii::: .....:::i:::::::c::::i::i':::::: c iud . .::.nrtc... . . Performance Measurements 1995/96 1996/97 1997/98 1998199 Part I& Part II Reported Crimes 4,916 5,358 41-989 5,026 Cases Assigned Investigation 650 707 213 800 Cases Per Investigator 81 141 85 100 Clearance Rate 65% 61% 70% 65% Full Time Equivalent Positions 1995/96 1996/97 . 1997/98 1998199 Captain 1.00 1.00 1.00 1:00 Lieutenant .1.00 1.00 1.00 1.00 Sergeant 0.00 1.00 1.00 1.00 Records Supervisor 1.00 1.00 1.00 .1.00 . Records Clerk 4.00 4.50 5.00 5.00 Property/Evidence Clerk 1.00 1.00 1.00 1.00 Computer Specialist 1.00 1.00 1.00 0.00 Detective Secretary 1.00 1.00 1.00 1.00 • Police Officers 9.00 7.00 7.00 3.00 Youth Services Officer 0.00 0.00 1.00 2.00 Training Officer 0.00. 0.00 0.00 1.00 Total Positions 19.00 18.50 ' 20.00 .17.00 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. 73 r :1:958199;>Ad l'1 ark..... . 317:. _ :.;:.;:.;::.:;:,:.;:.;:.::.;:.;:.:;:::.;;:.:;.;:.::.:;::;;;::.;:::>::>::>::>::>;::>::;::>:<:>::>::>:<:>::»::»»::>;::>::: ............Aclulalf..:.::.: Aclc► t c u~a1:::::.::::::........................................:.:..:.::::::::.::p~....:::.......::.pP.:::.:::::::::::.:.:.:.::; .998199:::: :.:::..::::::.descry ;.:.;:.;:.;;:.:<.:.:::7~3..::: Personal Services Positions' 19.00 18.50 20.00 17.00 17.00 - 17.00 • Wages 647,272 704,856 807,040 750,256. 750,256 750,256. Overtime 29,059 26,314 92,249 50,729 50,729 50,729 Worker's Compensation 18,562 10,248 26,668 14,712 14;712 14,712 Payroll Taxes 55,255 62,262 77,590 68,960 68,960 - 68;960 . Retirement 97,903. 95,840 94,033 83,597 83,597 83;597 Group Insurance . 60,612 59,959 84,384 69,794- 69,794 69,794 Total Personal Services 908,663 959,479 1,181,964 1,038,048 1,038,048 1,038,048 Materials & Services Water Costs 0 0 0 0, 0 0 Prof. & Contract Services 349,875 400,093 364,090 418,211 382,211 382,211 Repair & Maintenance 13,879 4,921 17,200 17,370 17,370 17,370 . Special Dept.'Expense 13,685 11,768 26,879 41,311 41,311 .41,311 Office Supplies 30,976 27,302 32,890 32,890 32,890, 32,890 Advertising & Publicity 523 11744 1,500 2,500 2,500 2,500 Fees/Dues/Subscriptions 764 594 260 520 520 520 Travel & Training 18,876 10,021 8,700 10,125 10,125 10,125 . Fuel Expenses 809 7,276 7,500 7,500 7,500 7,500 Computer Software 1,096 382 0 3,500 3,500 3,500 Rents & Leases 22,454 15,661 23,904 25,310 25,310 25,310 Utilities 1,889 1,914 4,415 4,636 4,636 4,636 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0, i Total Materials & Services 454,826 481,676 487,338 . , 563,873 527,873 527,873 • Capital Outlay Land & Improvements 0 0 01 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 35,586 52,555 32,900 0 0 0 Office Furniture & ,Equipment 31,196 2,953 1,400 32,434 32,434 32,434 Computer Equipment 23,125 11,270 5,600 32,300 32,300 32,300 . Operation Equipment 23,557 9,017 15,250 24,082 24,082 24,082, . Total Capital Outlay 113,464 75,795 55,150'- 88,81,6 88,816 88,816 Total Budget Unit 1,476,953 1,516,950 1,724,452 1,690,737 1,654,737 1,654,737 , 74 ::::::.:::t??...:::::::::.::.:~3e SenrrcePro ra:::<:::>: g: . ::Y:::::::::::::..:................... a X.. Library Administration Readers Technical Circulation Services Services :.::.:....:::..:::::.:::::.........................................................:....::.::::::..::::.:...::::::::::::::::::::.:K ::.....:::::::::::::.pp:..::::::::.::::::.::::::.:.: p..:::::..: 81 I ~ c .ion .::.::.:::::<::::<;.;:.;:.;.::;.;::9.:...:.............................. p . # Positions 23.11 24.11 25.16 . 27.51 27.51 27.51 Personal Services 825,916 952,360 1,063,345 1,178,137 1,178,137 1,178,137 Materials & Services 260,989 278,242 262,741 278,615 278,615 278,615 Capital Outlay 55,036 59,668 37,133 35,853 35,853 35,853 Total Library - by Category 1,141,941 1,290,270 1,363,219 1,492,605 1,492,605 1,492,605 Administration 228,558 236,979 212,505 192,718 192,718 192,718 Readers Services 511,392 554,651 569,483 652,206 652,206 652,206 Technical Services 127,403 153,760 215,383 270,900 270,900 270,900 Circulation 274,588 344,880 365,847 376,782 376,782 376,782 Total Library - by Department 1,141,941 1,290,270 1,363,219 1,492,605 1,492,605 1,492,605 75 1813>>Ado :tech ....................................p............:.:::.::. U 41 A~thiniSlrati~ni><« ~>«`<>?>:><;: «><?><<:>>>?<>»>>>><>>>; <;<»<<»»:>< <:>>>«< Program Summary: 1998/99 Goals and Objectives: The Public Library acquires, organizes, and Coordinate installation of the new online library provides customer assistance in accessing system with WCCLS. In addition to upgrading materials, data, and services to meet the computer terminals to personal computers with • informational, educational, and recreational an Internet/Web interface, the library staff and needs of the community. The Library Director is patrons will require- training and ongoing responsible to the City Manager for the overall instruction in the use of Polaris. • operation of the library. The Director also directly supervises the Senior Administrative Specialist, * Participate in the planning for a new library Division Managers, Volunteer Coordinator, and facility that will enlarge and improve areas.for • Technical Services Specialist. collections and.seating,.offer space for public meetings and library programs and generally make the library a place that Tigard residents 1997/98 Accomplishments: want to visit. * Enhanced and increased Technical and Establish a Library Foundation to assist in the Computer services to improve processing and ongoing fundraising efforts that will benefit future delivery of.library materials for public use. library programs, services and facilities. Provided public access to the Internet and World Wide Web including search techniques Program Highlights: • and popular sites. The library will continue to act as a leader in the * Continued offering high quality of services community by providing access to.information via • throughout the year while experiencing staff new technologies as well as traditional print • vacancies in administration, readers services, resources. and circulation. Librarians and other library staff-will pursue training . * Expanded the use of the Puett Room as in the delivery of information via the Internet,. reading space. Identified additional ROM and on-line services, Rolling out a new on- staff space improving communication and line catalog will make library materials accessible • efficiency among work teams. through the Internet/Web for the first time. Cooperative purchasing of books and other library * Sponsored the most successful ever 3rd materials and outsourcing of processing and Annual Adult Reading Program with 280 cataloging will be considered where appropriate. adults and young.adults'participating in the Cost effective measures such as leasing multiple six-week program celebrating reading, books copies of bestseller books when titles are in and their authors. Over 30 local businesses, demand and exchanging them for higher demand • civic organizations and individuals contributed new releases will be explored. $3,000. worth of prizes. The staff of the library is committed to maximizing , • * Celebrated the opening of "Between the existing facility while continuing to pursue a. Chapters", coffee cart service, a joint venture solution to the ever growing demand for increased ' with the Friends of the Library that will also space. Plans for anew library that will serve the • benefit the library through donations. residents of Tigard over the,next 20 years will receive the highest priority. r 76 , 19Sff39.... Adofie~.Ri~dge ai >...ire'+i>>«< <?'''>«<>''<<><>«<>><`«'<'> f. W ::':>13 Performance Measurements 1995/96 1996/97 1997/98 1998/99 Population served 46,000 47,500 48,500 51,100 Registered library users 39,000 -35,000, 37,400 40,575 % of population registered 85.0% 75.0% 79.5% 79.4% Annual visits 192,000 205,000 212,200 270,900 Volunteer hours 11,650 12,000 13,000 13,300 Value of volunteer hours 99,025 109,920 125,060 133,000: * Every three years the database is purged of inactive cards. Full Time Equivalent Positions t 1995/96 1996/97 1997198 1998/99 Director of Library Services 1.00 1.00 1.00 1.00 Library Volunteer Coordinator. 0.10 0.25 0.25 0.375 Senior Administrative Specialist 1.00 1.00 1.00 1.00 MicroComputer Support Technician 1.00 1.00 0.00 0.00 Total Positions 3.10' 3.25 215 2.375 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. 77 t ed B d E.....................................:.:::.::::.::::::::::::::::::..::::::::.:::..:::::.:::::.:.:........................................................:.....: . ...................................................................::::::::::::.::.:::::::::::::.::::::::::::.:::::::::::::::..:.:.....................................................:::t................::..::::::.::.::::::::::. het........... . Personal Services Positions 3.10 3.25 2.25 2.375 2038 2.38 • Wages 113,958 138,388 111,644 118,673 118,673 118,673 S Overtime 885 0 0 0 0 0 Workers Compensation 453 .393 380 277 277, 277 Payroll Taxes 10,009 11,951 9,356 10,286 10,286 10,286 . Retirement - 11,313 16,061 12,522` 13,230 13,230 '13,230 Group Insurance 12,185 11,152 9,068 5;465 5,465 5,465 Total Personal Services 148,803 177,945 142,970 147,930 -147,930 147,930 • Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 1,894 207 1,000 0 0 0 • Repair & Maintenance 4,221 5,519 8,125 8,495 8,495. 81495 • Special Dept. Expense 1,058 1,431 1,800 1,910 1,910 1,910 Office Supplies 20,648 18,594 22,800- 24,753 24,753. 24,753 Advertising & Publicity 619 303 300 2,300 2,300, 2,300 Fees/Dues/Subscriptions 989 859 1,260 2,180 2,180 2,180 Travel & Training 2,864 1,415 1,550 1,625 1,625 1,625 Fuel Expenses 170 0 0 0 0 0 Computer Software 0 545 0 0 0 0 Rents & Leases 0 79 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 32,463 28,952 36,835 41,263 41,263 41,263 • 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 45,615 2,462 0 1,025 1,025 1,025 Computer Equipment 1,677 27,620 31,400 2,500 2,500 2,500 . Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 1,300 0 0 0 Total Capital Outlay 47,292 30,082 32,700 3,525, 3,525 3,525 Total Budget Unit 228,558 236,979 212,505 192,718 - 192,718 192,718 78 . 13g$19 Adi Ef e.....................:.::.::::::.:: A <Bcl . t..... ...ices:>:::>:::<:<::>::>:>::::::>:<::>::>:::>::>::><:;:>:>:>:>:::>:::::::>::.>«< . Program Summary: 1998/99 Goals and Obiectives: Readers Services is responsible for selecting all library materials, providing professional * Increase the amount of electronic resources assistance in using the library collection, available to children and young adults. accessing additional resources through interlibrary * Reach out to the Young Adult population to loan and electronic full-text databases, all make them active participants in the "Tigard programming, and providing access to additional Library Life." resources and information through CD-ROMs and * Provide an electronic resource reference Internet. librarian at peak hours. 1997/98 Accomplishments: * Provide training on the new on-line catalog, * Additional information services were added Polaris, to patrons during "regular teaching through the use'of CD-ROMs and Internet. sessions. * The Children's computer has been used to * Review our commitment to Tigard's business expand service. community by a more focused service that * Staff has become proficient in the use of better meets their needs. Microsoft Word and Windows 3.1, WILI, CD- * Use volunteer services to help us update our in- ROM databases, on-line Information Access house Access databases. Company databases,,and the Internet. They are learning Windows '95 and Microsoft Access. Staff is,using more skills in . answering reference questions with the help of Internet and thus providing better customer Program Highlights: service. * Workshops through the City and through For Youth Services: Three weekly children's story hours, Oregon. Library Association have focused three weekly toddler times, and two weekly craft times; Reader's Services staff on customer service special programs by local artists, entertainers and story and cross-divisional cooperative projects. tellers; summer reading programs for both children and * Staff have become proficient at using WILI young adults; significant outreach to local schools, pre- statistical printouts for weeding; they are schools and daycare programs. using end-of-month reports to monitor circulation statistics to guide them in For Adult Services: An adult reading program executed by purchasing decisions. On-line "Books in Print library staff; Weekly adult workshops provided by is now used by all librarians and this has private/business individuals from the Tigard area and by streamlined the ordering process. library staff; four weekly classes to teach Internet to * Three separate survey instruments were used patrons as well as CD-ROM classes upon request. to assess customer views of our collection. We used these findings to expand some of Reference Services: Increased staffing at the reference our collection areas that our customers found desk to improve service; four Internet stations for most to their liking. individual patrons: We have the best electronic library * We streamlined our paper format magazine service in Washington County which we.provide through collection in view of expanded access to full Internet and our local CD-ROM network. text on-line magazines that we receive through Information Access Company. * We expanded our holdings and shelving for • videos and books on tape to meet customer demands. * We provided four public Internet access • stations for our customers. 79 • .09. 1...... dti i d:. u. AN; T- ........3......:... wxt~ • Performance Measurements 1995/96 1996/97 1997/98 1998/99 • Population served 46,000 47,000 48,500 49,500 S Reference questions 42,900 43,680 45,000 461000 Interlibrary loans 61,347 N/A N/A N/A Storytime programs/people 216/6,466 255/10,146 260/11,000 260/11,000 Participants in Summer Reading 1,250 1,449 1,500 1,500. Children 1,000 1,202 1,200 1,200 Young Adults 250 247 300 300 S Other children's events/people 17/2,665 31/2,600 35/3,000 35/3;000 Adult events/people 14/370 91/840 100/1,000 100/1,000 Adult computer classes 92/500 110/600 90/500 50/250 S Outreach to schools/childcare 4,561 5,580' 5,650 6,000 • • Full Time-Equivalent Positions s 1995/96 1996197 1997198. 1998/99 . Division Manager 1.00 1.00 1.00 1.00 Librarians 2.78 2.30 3.80 3.55 • Senior Library Assistants 2.00 2.00 2.00 2.00 • Library Services Specialist 0.00 1.00 1.00 2.00 Library Assistants 1.25 1.25 0.50 1.00 Total Positions 7.03 7.55 8.30 9.55 Service Level Standards * Customers will receive accurate, effective and personable reference service within five minutes of approaching the Reference Desk. Two Reference Librarians will be assigned to the Reference • Desk during all afternoon hours and on weekends. * All Reader's Services staff be able to assist customers in the basic use of library materials in all • formats including the Internet, On-line 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. 80 . 19Itt9QR€AdO twit: :::::C::.::.::: : .........:.:Btid X4213 . Vie. Eders..:: .0r u > ''ord... A «'`'ro sed.. . actctifall:<:::»::::>::11d t...... :..:::.::.:.::.::.::::.::::.:.......................:.:...:.:::...:::.:::::::....::......:....:......:::.::::PR... 99I ...<>< . Oesc:ra v196:.:<.;:.;;:.;;:#'J6/97::;:::::>::>:<:9919 Personal Services Positions 7.03 7.55 8.30 9.55 9.55 9.55 Wages 229,270 246,200 282,624 343,395 343,395 343,395 'Overtime 0 691 0 0 0 0 Worker's Compensation 1,410 582 961 800 800 800 Payroll Taxes 18,727 21,265 24,497 29,764 29,764 29,764 Retirement 23,408 28,225 30,643 34,637 34,637 34,637 Group Insurance 19,872 19,604 24,789 27,234 27,234 27,234 Total Personal Services 292,687 316,567 363,513 435,832 435,832 435,832 Materials & Services Water Costs 0 0 0 0 0 Prof. & Contract Services 2,166 2,354 2,500 2,900 2,900 2,900 Repair & ,Maintenance 0 0 0 0 0 0 Special Dept. Expense 6,845 6,471 5,200 6,510 6,510 6,510 Office Supplies. 2,203 3,077 800 800 800 800 Advertising & Publicity 3,669 5,513 3,500 3,640 3,640 3,640 Fees/Dues/Subscriptions 1,187 801 1,750 1,820 1,820 1,820 Travel & Training 4,724 2,068 2,420 3,105 3,105. 3,105 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 192,618 211,888 189,800 193,721 193,721 193,721 Total Materials & Services 213,412 232,172 205,970 212,496 212,496 212,496 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 5,293 5,912 0 3,878 3,878 3,878 Computer Equipment 0 0 0. 0 0 0 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 5,293 5,912 0 3,878 3,878 3,878 s Total Budget Unit 511,392 554,651 569,483 652,206 652,206 652,206 81 • t ....B ff8f99:>:Ad. . eci. t#d 1.;~ . • • Program Summary: 1998/99 Goals and Obiectives: • The Technical Services Division provides * Continue to evaluate Technical Services • support for the operation of the Library's procedures after the installation of the new WILI information technology infrastructure; system and investigate new uses of technology to purchases equipment and supplies necessary increase efficiency. for the processing, storage, utilization, and tracking of library materials in all formats; Evaluate space requirements, and coordinate with - organizes and provides staff training and other departments, make adjustments as needed. technical assistance in the use of computers or information technology; orders, receives, Evaluate additional outsourcing to provide greater and processes library materials and efficiencies in Technical Services processing of determines appropriate placement within the materials. collection. • * Continue to work with Readers Services staff and WCCLS to make efficient use of electronic information, resources and technology. • Program Highlights: • 1997/98 Accomplishments: Many changes are taking,place in Technical Services for * Coordinated recataloging work projects fiscal year 1998/99. A new on-line catalog system will with Readers Services staff. be installed and it's impact will be significant. The , process for cataloging materials will be completely * Received training on cataloging in MARC different requiring a large amount of training. In addition, record format. changes in processing materials will be evaluated to take advantage of capabilities (i.e., printing of labels) not * Made initial evaluation of Technical available in our current system. Space requirements for . Services procedures. Technical Services will be assessed as a greater number of materials are being purchased and processed through * Worked with Volunteer Coordinator to the department. maintain and add volunteer staffing for Technical Services area. In addition, 17 staff machines will be upgraded to . Pentiums,.plus 13 additional PCs will be made available * Reviewed computer technology uses and for public use. The heavy :demand by the public for needs for patrons and staff and made Internet services, electronic information and word • upgrades or adjustments where processing' requires additional support in the area of • necessary. computer technology. • • • • • 82 . • ?C" of€!'tiiairtik'.tv1r 9 q. T kcalerstlc Performance Measurements 1995/96 1996/97 1997/98 1998/99 New materials received 8,940 10,767 8,300 10,000 New materials cataloged 9,450 10,648 8,000 9,500 New periodicals cataloged 3,545 4,335 3,750 4,100 Materials mended 1,399 806 1,000 1,200 Materials withdrawn 12,027 8,796 11,000 13,000 Donated materials cataloged 1,570 804 600 900 Full Time Equivalent Positions 1995/96 1996/97 1.997/98 1998/99 Cataloging Coordinator 1.00 - 1.00 1.00 Acquisitions Coordinator 0.80 1.00 1.00 1.00 Senior Cataloging Assistant 0.50 0.80 0,80 1.00 Acquisitions Assistant 0.50 0.75 1.00 1.00 Technical Services Specialist - 0.50 1.00 1.00 Micro Computer Support Technician 0.50 Total Positions 2.80 3.05 4.80 5.50 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. 83 Y:::::::::::: :.;1.. x.. 3 • Personal Services Positions 2.80 3.05 4.80 5.50 5.50 .5.50 Wages 87,093 106,455 . 152,510 173,425 173,425 173,425 Overtime 203 0 0 0 0 0 • Worker's Compensation 350 254 519 404 404. 404 Payroll Taxes 7,088 9,180 13,219 15,032 15,032 15,032 Retirement 9,410 12,469 17,367 19,525 19,525 19,525 • Group Insurance 11.027 11417 17,869 19,454 19,454 19,454 Total Personal Services 115,171 139,775 201,483 227,840 227,840 227,840 Materials & Services • Water Costs 0 0 0 0 .0 0 Prof. & Contract Services 1,957 2,003 2,700 3,250 3,250 3,250 • Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0 • Office Supplies 9,708 11,502 10,800 11,200 11,200 1-1,2010 Advertising & Publicity 82 0 0 0 0 0 Fees/Dues/Subscriptions 0 365 0 0 0 0 Travel &Training 485 112 400 1,650 1,650 1,650 • 0 0 0 0 0 0 Fuel Expenses Computer Software 0 0 0 1,160 1,160 1,160 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 3 0 0 0 0 Total Materials & Services. 12,232 13,985. 13,900 17,260 17,260 17,260 • 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 1,000 1,000 1,000 Computer Equipment 0 0 0 24,800 24,800 24,800. Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay 0 0 0 25,800 25,800 25,800 Total Budget Unit 127,403 153,760 215,383 270,900 270,900 270,900 84 Y XXX, :.:C . Proqram Summary: 1998199 Coals and Objectives: The Circulation Division of the library is Focus on time-saving programs and technology responsible for checking items in and out, that will enhance our ability to serve patrons renewing and shelving all library materials, quickly and efficiently in the face of record- collecting fines, issuing new library cards, and breaking circulation. answering general questions. Circulation staff * Boost use of self check-out machine to 15% of also track down and retrieve lost and missing annual circulation to encourage more patron self- items and maintain patron records on the WILI sufficiency and reduce time patrons stand in line. computer system. The Circulation Desk is often * Train 'staff and patrons on new Polaris software a patron's first or last contact with library staff. and- personal computers, which will provide more Circulation staff promote library programs both options for library users. verbally and by distributing written materials. * Boost usage of Telecirc phone renewal system to The Circulation Manager reports to the Library increase patron self-sufficiency and free up staff Director. to focus on training patrons on new computer system. 1997/98 Accomplishments: * Increase return rate of lost items through more * Maintained high level of customer service rapid notification and quicker turnaround time with despite record-breaking circulation increases collection agency. of 13% over the previous year. * Surpassed goal of 10% of yearly circulation to be performed by self check-out machine. Program Highlights: Self check-out use averaged about 13% of total circulation, which helped reduce time Implementation.of an entirely,new county-wide patrons spent in line. library computer system will change the way patrons * Introduced patrons to Telecirc automatic and staff perform library transactions. The.new phone renewal system to reduce number of system is intended to serve patrons more efficiently phone calls handled by staff. and provide time-saving technologies for staff. Such * Volunteers and staff worked to streamline a major overhaul will require much training for both damaged parts procedures, decreasing the public and staff. Maintaining a smooth flow of time damaged items were out of circulation. operations and high service standards during this Volunteers and staff were trained to repair transition will be the primary goal of the Circulation some damaged items to reduce the cost of staff. replacing them. * Library staff collected information and To achieve this goal, Circulation Division will ensure developed "Quiet Zone" times for the Puett adequate staffing at peak hours, and assign staff and Room for patrons who wish to use the library volunteers to assist patrons with the new system. .when noise levels are lower. We will also intensively promote technologies like * Circulation staff created a display area using the self check-out machine and the Telecirc phone the entryway to promote library events and renewal system to encourage patrons to help collections. themselves. * Trained six new volunteers to staff the Information Desk, which eased pressure on the Circulation staff and allowed them to help patrons with more complicated transactions. 85 • • 81;19A' ;tclluci e w • Performance Measurements • 1995/96 1996/97 1997/98 1998/99 • Materials checked out per year 522,836 570,784 610,000 665,000 • Materials checked in per year 643,232 566,243 595,000 625,000 • Phone renewals per week 844 1,326 1,730 1,990 • Materials checked out per week per work station * 3,350 2,744 21930 3,165 • Materials checked out per week on self checkout N/A 1,080 1,500 1,918 • Materials shelved per week 12,370 10,889 11,433 12,0 00 Library cards issued/week 79 81 75 8.0 • # of items checked out per year to out-of-city users 218,623 241,766 250,000 266,000 • • Full Time Equivalent Positions. • 1995/96 1996/97 1997/98 1998/99 • Division Manager 0.0000 1.0000 1.0000 1.0000 Circulation Supervisor 1.0000 1.8000 1.8000 1.8000 • Senior Library Assistant 2.5500 0.8000 0.8000 0.8000 • Library Assistant 6.6300 6.6600 6.2100 6.4875 w • Total Positions 10.1800 10.2600 9.8100 10.0875 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. Circulation staff will distribute • responses to appropriate library staff for follow-up. • * Library materials will be checked in and reshelved for use by the public within 24 hours of return. • 86 . 13g893At 'ted::Bitf e 5.:..........:.................:..::::::::::::..........::::::::.............::.::::.:.:::::::::::.::.:.::.:.:,.::.:. :.;::t44Q~ s~ e;<>>t osed>>A v...... . s di. ::::::::::::..:::.:.::::::::::.::::.:::.::::.::.:.......................................::.:...:...::::::t::::.:.:.::::::::.::: > 95 19 . r[.. ± r Personal Services Positions 10.18 10.26 9.81 10.09 10.09 10.09 Wages 219,045 251,826 268,606 285,220 285,220 285,220 Overtime 548 57 240 0 0 0 Worker's Compensation 1,157 652 914 665 665 665 Payroll Taxes 17,992 21,741 23,302 24,722 24,722 24,722 Retirement 17,396 23,553 28,859 30,611 30,611 '30,611 Group Insurance 13,117 20,244 33,457 25,318 25,318 25,318 Total Personal Services 269,255 318,073 355,378 366,536 366,536 366,536 Materials & Services Water Costs 0 0 0 0 0- 0 Prof. & Contract Services 413 204 1,600 600 600 600 Repair & Maintenance 0 0 80 0 0 0 Special Dept. Expense 0 0 0 0 0 0 Office Supplies 235 1,114 835 775 775 775 Advertising & Publicity 13 0 700 1,500 1,500 1,500 Fees/Dues/Subscriptions 0 0 21 21 21 21 Travel &Training 2,221 1,815 2,800 4,700 4,700 4,700 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 2,882 3,133 6,036 7,596 7,596 7,596 . 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 2,451 1,340 4,433 600 600 600 Computer Equipment 0 20,437 0 0 0 0 • Operation Equipment 0 1,897 0 2,050 2,050 2,050 Total Capital Outlay 21451 23,674 4,433 2,650 2,650 2,650 • Total Budget Unit 274,588 344,880 365,847 376,782 376,782 376,782 a 87 '1:9!f~$f9~:::;Adt~ ~1<E3uc1 ::.:.........................1.........:....:.g 1 Ar>~;=:.EveritslSs~OiaE.~ervi~.: y iu Ad" 199::> twr~::>:.::;.>:<:::::;~.~97~~:.::::::~ 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: >:::995/96..........19 ue isr.::.::::::::::::::::::::.:::.:::::::.:..................................................................::................................................................................... Tualatin Valley Mental Health 23,000 24,000 22,000 24,733 24,139 24,139 WCCAO/Neighborshare 7,500 8,000 8,000 9,677 9,444 9,444 Domestic Violence/Shelter 2,250 2,100 2,100 2,949 2,878 2,878 Interfaith Outreach 5,500 0 6,500 8,902 8,688 8,688 Dial-A-Ride 1,500 1,000 1,000 1,093 1,067 1,067. Rape Crisis Center 500 500 750 0 0 0 . Luke Dorf 4,500 7,500 7,500 7,059 6,889 6,889 Loaves & Fishes - Senior Center 15,000 16,000 16,000 17,419 17,000 17,000 Total Social Services 59,750 59,100 63,850 71,831 70,105 70,105 Broadway Rose Theatre 6,500 7,500 7,000 8,447 8,244 8,244 Fourth of July 3,000 4,000 4,000 4,611 4,500 4,500 Tigard Country Daze 5,000 5,000 4500 3,529 3,444 3,444 Music in the-Park 3,553 0 0 0 0 0 . Community Band 650 900 900 1,150 1,122 1,122 Affairs of the Arts 500 500 0 0 0 0 Tigard High Graduation Ceremony 500 500 500 512 500 500 40 Train Safety Event 0 0 0 0 2,500 2,500 Festival of Balloons 10,000 5,000 5,000 '5,920 5,778 5,778 Total Arts/Events 29,703 23,400 19,900, 24,169 26,088 26,088 Total Requests Granted 89,453 82,500 83,750 96,000 96,193 96,193 i The Budget Committee policy is to set total events and social service appropriations at .5% of the prior years operating budget. The policy limit for 1998/99 was $96,000. The committee granted a total of $96,193. i 88 199fg9 F....: t:Sudge i it' .......:.:..::.:.....:::::::::::::Y..:::...: <:"::::iiiii:......iiiii:::i :::::::iiiiii ::::i::::i:::: ::iiii::::i::::i::.'viiiii::; ::i::::ii ii iii:::iii:::::::: i::::::::::i::::::::.i:::: i::::i:: iiiii ii::::::iY. iii':i:`::j:iv; :iisv:::i':i ::ii.:;:;i::i::is::'::::ji: i::: L.{.ii::{:.:v:4:r iii:•i:" :•iiii P,a.I Program Summary: 1998/99 Goals and Objectives: The Grounds Division is responsible for Initiate Urban Forester Position as part of the Council maintenance, repair, improvements and goals regarding protection and enhancement of scheduling in all public parks, public facility greenways and open spaces. grounds and greenways. The Parks/Grounds Supervisor reports to the Property Manager who Train staff regarding advancing turf maintenance is directly responsible for the Parks/Grounds practices. programs. Provide safe and clean environment for Balloon Festival activities. Provide a clean, safe and well maintained parks and greenway system. 1997/98 Accomplishments: Continued use of volunteers throughout the City parks Community enhancement program produced and facilities. over 2,200 volunteer hours. Enhance bike/pedestrian path program. Resurfaced 2 footbridges at Summerlake Park. Program Highlights: Installed new benches, swings and slides at Woodard Park. Begin ADA upgrades at Cook Park. Implemented bike/pedestrian path maintenance Upgrade paths at Englewood Park and Pick's Landing. program. Increase volunteer hours to 2-3,000 hours per year. Adopt-a=Path program successfully adopted out three City pathways. Install new playground equipment at Jack Park. Planted 1,750 trees as part of the implementation Enter into Intergovernmental program to eradicate of Council's Tree 2000 Program. mosquitoes from Cook Park area. Conducted,pilot recreation program as part of the Implementation of Cook Park Expansion Plan. Visioning for "Tigard Beyond Tomorrow" Implementation of Urban Forester Program- for City Balloon Festival planning, preparation, owned properties. This program will allow the Grounds maintenance and renovation at Cook park for Division to, properly, evaluate and maintain existing as 60,000 visitors. well as newly acquired greenways. It will also allow us to promptly .respond to citizen concerns regarding street Completed ADA upgrades at Summerlake Park tree, issues. This program will be key in the • playground. implementation of Council's Tree 2000 Program. 89 199199<? A. k i:::::.::::::::::::::.:::::::.::::::::::::::::::::::::::............................................:.::.:::. • Performance Measurements 1995/96 1996/97 1997198 1998/99 Number of parks maintained 11 11 11 11 Acres of park land 120 120 120.40 141.40 Acres of greenways 121 125 125 137 • Number of retention ponds 5 5 5 0 Acreage of 12 reservoir sites 15.50 15.50 15.50 26.55 • Miles of off street bicycle/pedestrian paths 6.50 7.00 7.50 " 7.75 • r Full Time Equivalent. Positions 1995/96 1996/97 1997198. 1998/99 Property Manager 0.50 0.50 0.50. 0.50 Senior Utility Worker 1.00 1.00 1.00. 2.00 Utility Worker II 4.00 4.00 4.00 4.00 • Supervisor 0.50 0.50 1.00 1.00 Urban Forester 0.00 0.00 0.00 1.00 • Total Positions 6.00 6.00 6.50 8.50 Service Level Standards • All restrooms in parks cleaned daily from March 1 to November 1. • All park trash picked up and removed daily. Soccerfields at Cook Park renovated three times yearly - Spring, Summer and Fall. All parks and reservoirs mowed on a 7-10 day cycle. All pedestrian paths and bikepaths'blown off and debris removed on a weekly basis. . All covered shelters, picnic tables and BBQ'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. Hazardous tree removal from greenways on an as needed basis. Chemicals applied Spring, Summer and Fall as needed. 90 . Va. 3989lrlt? .:.d....:? .............1.... 4................... zic 93'15::>:::::€:1:981<« < . 1. 819 t.9 esc:ra: 69?:::........ Personal Services Positions 6.00 6.00 6.50 8.50 8.50 8.50 Wages 167,368 209,114 274,091 349,849 349,849 349,849 Overtime 1,255 1,905 0 2,500 2,500 2,500 Worker's Compensation 11,870 6,026 9,715 10,015 10,015 10,015 Payroll Taxes 13,895 18,012 20,375 30,540 30,540 30,540 Retirement 18,532 20,969 24,921 33,519 33,519 33,519 Group Insurance 19,720 21,809 28,066 38,532 38,532 38,532 Total Personal Services 232,640 277,835 357,169 464,956 464,956. 464,956 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 57,118 27,618. 28,270 19,728 19,728 19,728 Repair& Maintenance 92,922 72,510 45,800 77,120 77,120. 77,120 Special Dept. Expense 1,695 1,871 2,420 3,735 3,735 3,735 Office Supplies 487 124 200, 400 400 400 Advertising'& Publicity 130 602 200 2,450 2,450 2,450 Fees/Dues/Subscriptions 210 552 950 1,671 1,671 1,671 Travel & Training 1,186 21292 2,390 4,950 4,950 4,950 Fuel Expenses 1,486 8,051 9,000 1,250 1,250 1,250 Computer Software, 125 0 0 0 0 0 Rents & Leases 1,378 515 1,000 4,600 4,600 4,600 Utilities 197 230 415 350 350 350 Insurance 0 0 0 0 0 0. Library Materials 0 0 0 0 0 0 Total Materials & Services 156,934 114,365 90,645 116,254 116,254 116,254 Capital Outlay • Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 i Vehicles , 0 0 0 0 0 0 Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 0 1,776 0 1,627 1,627 1,627 Operation Equipment 16,986 27,893 8,290 75,050 75,050 75,050 Total Capital Outlay 16,986 29,669 -8,290 76,677 76,677 76,677 Total Budget Unit 406,560 421,869 456,104 657,887 657,887 657,887 91 • • • • • • • • • • Cityof Tigard, Oregon r i Public Works Program Administration Sanitary Sewer Storm Sewer Street Maintenance Fleet Maintenance Property Management Water City of Tigard, Oregon City of Tigard, Oregon 1: 81`39::>Adv taef:::f8ud <>:»>':>::<:::>:::>::>::::>::s::> ::>::<:>:::::»::'::::>:::>::><:>:<: irks Pr.. ra<>><«>°' <>[>><'<>:>< s>'><><'<s< Pukilii<....... Public Works Sanitary Storm Street TFIJ. t Prop erly Water AdministratioSewer Sewer tlaintenance Fm nance Management ::::.<::r ued€<1ss feel hid :::::::.....::.::..:::.::.:.::::..:.:...:.............................:.:.:::.:..::::::.:::::.::::::.:..:..:..::::::::.::........p:?:::.:.::.::::::. # Positions 40.00 40.00 43.00 49.50 49.50 49.50 Personal Services 1,744,480 1,692,968 2,124,047 2,433,355 2,433,355 2,433,355 Materials & Services 2,316,375 2,965,148 3,132,972 3,462,246 3,462,246 3,462,246 Capital Outlay 273,556 240,571 231,555 339,040 339,040 339,040 Total Public Works - by Category 4,334,411: 4,898,687 5,488,574 6,234,641 6,234,641 6,234,641 Administration 214,930 204,677 211,283 272,817 272,817 272,817 Sanitary Sewer 335,769 369,141 361,708 434,764 434,764 434,764 Storm Sewer 246,952 295,746 300,157 478,781 478,781 478,781 • Street Maintenance 639,671 533,497 739,630 814,162 814,162 814,162 Fleet Maintenance 123,559 125,566 127,436 146,099 146,099 146,099 Property Management 187,603 179,799 176,282 404,765 404,765 404,765 • Water 2,585,927 3,190,261 3,401,828 3,683,254 3,683,254 3,683,254 Storm Clean up 0 0 170,250 0 0 0 . Total Public Works - by Department 4,334,411 4,898,687 5,488,574 6,234,641 6,234,641 6,234,641 • 92 • • 1:9;3; if99Arideai<fad <;:::>::::>::>::>::::»;>::>:;::'s:>:::>:::>::::i:::.»::;>::i':i::::>::»:~iftA:Q•l ..:..a..... ::::::::::::::::::`::::.`}:::':':•::':':"is iiiiiiiiiiii:Lv::::iiii:4i:i'iiiii: • iiiiiii Program Summary: 1998/99 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 Management program throughout the Department. infrastructure and maintenance activities which includes the .maintenance of vehicles and City Continue to pursue a long range water supply needs to facilities. Maintenance operations of sanitary sewer carry us into the 21'st century. 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 • Building Maintenance activities are funded through a Pursue additional staffing to implement our. Urban variety of revenue sources. Forester program in conjunction with the 2000 Trees program. • Complete construction and begin utilization of-the 3:5 • million gallon Menlor Reservoir site. • 1997/98 Accomplishments: • Increased public communication and assured adequate community involvement. Program Highlights: • Continued initiation of the Hansen' Maintenance Participated in initiation of the WWSA and working on Management Program throughout the. Department. pursuing the Willamette River as a viable drinking . . water source. Assumed an active role in the. City of Tigard's Park • Master Plan greenspace planning and Cook Park Continue, implementation of the Urban Services Expansion. Agreement to provide maintenance programs in the County areas within our jurisdiction. Active participation in the Tigard Visioning Plan. • • • i • • • 93 . • X. X :.:::..:.::.:.::.::::::::.:::::::.::::.:...::.::....:.:...................X.: P :::::>:::::::::;:<:::>::::>::::<:<:> :::::::::::....:.:..................Y............. rt . AdiiEirisf<rto<'>';<::>».>::::<<:<::<::<>>::<::><:; >>:<:<?>?;' Performance Measurements 1995/96 1996/97 1997198 1998/99 Board Support - Intergovernmental Water Board N/A N/A N/A 360 Emergency Management Administration N/A N/A , N/A 120 Park Reservations N/A N/A N/A 140 Citizen Response Water N/A N/A N/A 20 Streets N/A N/A N/A 8 Storm' N/A N/A N/A 15 Sanitary N/A N/A N/A 10 Grounds N/A N/A N/A 6 Building Maintenance N/A N/A- N/A 2 ,Community Events Hours N/A N/A N/A 600 Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998/99 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 1.00 1.00 1.00 1.00 Administrative Specialist II 0.00 0.00 0.00 1.00 Operations Manager 0.00 0.25 0.00 0.00 Total Positions .3.00 3.25 3.00 4.00 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 48 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 15 minutes of notification. Situations that occur after normal working hours will be responded to within 45 minutes of notif ication. • Respond to'citizen inquiries within 24 hours. Assist in designated community events in a manner that promotes goodwill between the City and the • community. • 94 • 1..9 E 160.:: da :::.:::::..:..:...........E ~e:..::::::::::::::::.....................:.:,:::.:::::::::::::::.::::::::::.:::::.:..............................::.:::::::::::.:::::..:.:...................................:::.:.:::::.:::::. e of....i rd ::::.:.::::::.:,::::::::::::..:...................................:.:...::::::::::::::::::.............y............? ' :::::::::::i<::' • :i:::::;::i::i:::i:::::i::i::;:::;:::::::::i '0 i> is>:;•;: <:ii Ctil.isSICCI • @i1 tai . 8t> ~......P . . : cry.tart • Personal Services Positions 3.00 3.25 _ 3.00 4.00 4.00 4:00 • Wages. 133,024 137,879. 140,912 173,563 173,563 173,563 • -Overtime 1,111 323 800 800 800 800 • Worker's Compensation 542 387 614 513 513 513 Payroll Taxes 10,694 11,161 11,192 14,618 14,618 14,618. • Retirement 15,063 17,407 15,943 19,730 19,730 19,730 • Group Insurance 14,147 . 14,749 15,529, 20,094 20,094 20,094, • Total Personal Services 174,581 181,906 184,990. 229,317 229,317 229,317 • • Materials & Services • Water Costs 0 0 0 0 0 0 .Prof. & Contract Services 2,558 6,766 6,588 14,050 14,050 14,050 Repair & Maintenance 2,447 1,817 2,250 1,900 1,900 1,900 Special Dept. Expense 96 561 500 1,200 1,200 1,200 • Office Supplies 6,012 7,377 .6,000 8,000 8,000 8,000 Advertising & Publicity 0 161 200 425 425 425 Fees/Dues/Subscriptions 594 975 405 450 450 450 • Travel &Training 1,281 2,464 4,955 -10,850 10,850 10,850 . Fuel Expenses 43 521 1,000 1,000 1,000 1,000 Computer Software 327 0 -0 0 0 0 Rents & Leases 0 0 0 01 0 0 . Utilities 507 242 595 625 625 625 . Insurance 0 0 0 0 0. .0.. Library Materials, 0 0 0 0 0 0 • Total Materials & Services 13,865 20,884 22,493 38,500 38,500 38,500 • 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 18,205 0 1,200 2,700 2,700, 2,700 Computer Equipment 0 1,887 0 1,500 1,500 1,500 • Operation Equipment 8,279 0 2,600, 800 800 800 . Total Capital Outlay 26,484 1,887 3,800 5,000 5,000 5,000 • Total Budget Unit 214,930 204,677, 211,283 272,817 272,817 272,817 , 95 . : 1399:>>Addi::fi l;::;U .::.::.......:..........p.......9: ::>:;:::>::>::>::>::»:.:>::>::>::>::.::.>::»::>::>::::>::>::>::>::>::»::>::>:G 100 f Program Summary: 1998/99 Goals and Objectives: The Utility Manager is responsible to the To provide a highly motivated team dedicated to Public Works Director. The Utility Division protecting public health, responsive customer' maintains the sanitary sewer system within the service, and innovative, cost effective maintenance City's jurisdiction. Mandated maintenance of the sanitary sewer system. standards are established by Unified Sewerage Agency (USA), a County-wide Continue to meet USA standards for video sewer authority who also sets sewer rates. inspection, line cleaning & repair, and manhole These maintenance programs & standards rehabilitation programs. include: Continue to refine the Hansen Software Program to 1. Video inspection improve the accuracy of the -sanitary sewer data 2. Line cleaning and repair base. 3. Manhole inspections and rehabilitation 4. Responsive customer service Continue to combine the resources of the Sanitary 5. Records keeping and Storm , Sections to effectively accomplish the goals and objectives of both Sections. Continue the cross training within the Utility Division. Program Highlights: Participating in Conveyance System Management Study .with USA -and. other partner cities.. Emphasis 1997/98 Accomplishments: on more effective management of the sanitary system county-wide and more efficient delivery of Completion of the Hansen Software Program. services. AII' data entered, with reports and work orders being generated for Wastewater personnel. Sanitary Section to fund .25 FfE 'of the Utility Locator position currently funded solely by Water Working towards annual USA standards for Section. The Utility Locator marks sanitary, storm, line cleaning and video inspection for 1997/98. and water for each locate request received. This is simply a more accurate accepting of the work this First 6 Months Completed position performs for this section. Video inspected 5.7 miles Lines cleaned .8.9 miles Purchase an additional line cleaning truck to, continue to meet USA line cleaning mandates or Completed two (2) sanitary sewer repairs refurbish and upgrade the 1990 TV truck which has become unreliable for daily use. Included in the TV Sanitary sewer utility maps are generated and truck, upgrade is a mini-camera system,. for video updated by computer (GIS program). inspection of sanitary and storm lines not previously inspected due to limited structure space and other access problems.. The above equipment will be purchased after October 1998 with- the decision based partly on the outcome of the USA Conveyance System Study, with the cost split between Sanitary and Storm Sections. 96 t d eatt~........... . . `:..B. :......0 . Performance Measurements 1995/96 1996/97 1997198 1998/99 Feet of sewer line in the system 615,000 637,656 652,000 667,000 Feet of sewer line inspected/cleaned 350,000 244,442 310,000 317,000 Manholes in the system 3,090 3,807 3,857 3,907 Full Time Equivalent Positions 1995/96 1996/97 1997198 1998/99 Utility Manager 0.33 0.25 0.25 Wastewater Supervisor 0.50 0.25 0.50 0.50 SR Utility Worker 1.00 1.00 2.00 2.00 Utility Worker II 5.00 5.00 4.00 4.00 • Utility Locator - previously funded solely by 0.25 Water Section Total Positions , 6.50 6.58 6.75 7.00 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 15 minutes of, notification. Situations that occur after normal working hours will be responded to within 45 minutes of • notification. Respond to citizen inquiries within 24 hours. Annually video inspect/clean 57 miles of . sanitary sewer lines within the City to meet Unified Sewerage Agency standards. Provide responsive customer service when assisting in designated community events and special projects to promote goodwill between the City and the community. 97 i 819 >Add:"fledi>, .9... R..:::.'B..:::.......................... . Ore. 21 anit :.::...:.:w ig ''`d >a> PAP.. Fed ~9~:::::::................................................................................................. Personal Services Positions 6.50 6.58 6.75 7.00 7.00 7.00 Wages 166,340 173,453 222,881 237,978 .237,978 237,978 Overtime 2,600 1,160 0 3,500 3,500 .3,500 Worker's Compensation 12,978 5,044 5,527 4,717 4,717 4,717 Payroll Taxes 14,171 14,998 19,318 20,930 20,930 20,930 Retirement 19,001 20,248 22,995 24,849 24,849 24,849 Group Insurance 24,014 24,356 28,493 27,575 27,575 27,575 Total Personal Services 239,104 239,259 299,215 319,549 319,549 319,549 Materials & Services Water Costs 0 0 0 0 0 0 Prof. &Contract Services 28,362 5,681 9,184 11,234 11,234 11,234 Repair & Maintenance 36,167 26,092 27,700 37,450 37,450 37,450 Special Dept. Expense 3,058 2,220 2,620 3,155 3,155 3,155 Office Supplies 130 39 200 350 350 350 Advertising & Publicity 215 48 100 50 50 50 Fees/Dues/Subscriptions 306 91 195 481 481 481 Travel &Training 1,744 11041 3,600 3,100 3,100 3,100 Fuel Expenses 607 4,257 4,000 4,250 4,250 4,250 Computer Software 125 0 0 0 0 0 Rents & Leases 799 0 500 3,500 3,500 3,500 Utilities 187 0 0 0 0 0 Insurance 0 476 1,000 1,000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services 71,700 39,945 49,099 64,570 64,570 64,570 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 6,233 0 0 0 0 Office Furniture & Equipment 1,929 0 0 450 450 450 Computer Equipment 0 0 0 815 815 .815 Operation Equipment 23,036 83,704 13,394 49,380 49,380 49,380 Total Capital Outlay 24,965 89,937 13,394 50,645 •50,645 50,645 Total Budget Unit 335,769 369,141 361,708 434,764 434,764 434,764 98 :39>r9~3:::A : :fecf:Bud e . .0 d Off 'II. . ~tctrm.Water Program Summary: 1998199 Goals and Objectives: The Utility Manager is responsible to the To provide a highly motivated. team, dedicated to Public Works Director.. The Utility Division reducing flooding, improving water quality, responsive maintains the surface storm drainage system customer service and innovative, cost . effective • within the City's jurisdiction. Mandated maintenance of the storm water system. maintenance standards are established by Unified Sewerage (USA) county-wide sewer Meet mandated USA standards for line cleaning, video • authority who also sets . surface water rates. inspection, and catch basin cleaning. • These maintenance programs include: Continue to refine Hansen Software' Program . to • 1. Video inspection improve the accuracy of the storm water data base. • 2. Line cleaning and repairs 3. Catch basin & manhole cleaning/const. Continue to develop. an efficient, cost effective 4. Detention pond maintenance maintenance- program for the 18 detention ponds in • 5. Roadside ditching 1998/99. 6. Responsive customer service 7. Records keeping. Complete the updating of the storm utility maps by • computer (GIS) program'. Complete 1.2 . miles of road side .ditching. in the City. • Assist with ditching in the urban'services area. 1997/98 Accomplishments: Continue to combine the resources of the Sanitary and Completion of the Hansen Software Program. Storm Sections to effectively accomplish the goals and • All data entered with reports and work orders objectives of both Sections. being generated for Storm personnel. Continue to cross-train within the Utility Division. • Working towards annual, USA standards for line cleaning and video inspection for 1997/98. Program Highlights: Hire 2 additional FTE's to further develop the detention • First 6 Months Completed pond maintenance program, improve the road side Lines cleaned 5.2 miles ditching program, and assist with mandated programs. Video inspected 3.9, miles Purchase an additional line cleaning truck to continue to Completed 23 storm sewer repairs including a meet. USA line cleaning mandates or -refurbish and large construction project at Cook Park and a upgrade the 1990 TV truck which has become • • gabion wall at Shady Place detention pond. unreliable for daily use. Included in the TV truck, upgrade is a .mini-camera system for video inspection of Implemented detention pond maintenance sanitary and storm lines not previously inspected due to program. limited structure space and other access problems. • Starting to update Storm maps by Computer The above equipment will be purchased after October (GIS) program. 1998 with the decision based partly on the outcome of • the USA Conveyance System Study, with the cost split between Sanitary and Storm Sections. 99 . f~39, Ado.:deft.:B.....g :;.;:.:;.;;;G .::.................x........... ::::............................Y.::::::.:. ?[:26 "M J "it. 2 . Performance Measurements 1995/96 1996/97 1997/98 1998199 Feet of piping in storm system 374,000 391,289 406,000 421,000 Feet of piping inspected/cleaned 180,000 144,545 152,000 158,000 Catch basins in storm system 2,700 3,174 3,324 3,474 Catch basins cleaned 2,000 3,174 3,324 3,474 Full Time Equivalent Positions 1995/96 1996/97' 1997198 1998/99 Utility Manager 0.25 0.25 0.25 Wastewater Supervisor 0.50 0.33 0.50 0.50 SR Utility Worker 1.00 1.00 1.00 1.00 Utility Worker 11 4.00 4.00 3.00 5.00, Utility Locator - previously funded solely by 0.25 Water Section Total Positions 5.50 5.58. 4.75 7.00 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 15 minutes of notification. Situations that occur after normal working hours will be responded to within 45 minutes of notification. Respond to citizen inquiries within 24 hours. " Annual TV inspect/clean 30 miles of storm water lines within the City to meet Unified Sewerage Agency standards. Perform 1.2 miles of roadside ditching. Provide responsive customer service and assist in designated community events and special projects in a manner that promotes good will between the City and the community. • 100 1538Ig5 >::.<.;:.;:.;:.;:.;:.;:.;:.;:.;:.:;~:.::.;::.;:.;:;:'<.,.;:.::;:.;::::':;Ctt rcl .L?. 2 .....>::::::::::::<:::::;;::::::::::>:::<:<::;::::::;;:>:<:<:::><::::;:::«:;::::<:;>:<::<::::;;>::::(:>::<:::< 1~~tual.............:..................... :.:.;:.;:.;::.;';.:;.:;scr...in.:' Personal Services Positions 5.50 5.58 4.75 7.00 7.00 7.00 Wages 136,885. 132,420 152,927 240,864 240,864 240,864 , Overtime 2,743 2,902 0 3,500 3,500 3,500 • Worker's Compensation 9,414, 3,347 3,793 4,778 4,778 4,778 Payroll Taxes 11,209 9,081 13,255 21,800 21,800 21,800 Retirement 15,181 8,213 16,535 .25,138 25,138. 25,138 • Group Insurance 11,443 9,063 23,678 31,138 31,138 31,138 • Total Personal Services 186,875 165,026 210,187 327,217 327,217. 327,217 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 973 2,172 4,377 8,868 8,868 8,868 • Repair & Maintenance. 32,592 37,221 44,700 53,180 53,180 53,180 . Special Dept. Expense 1,134 2,086 2,360 2,630 2,630, 2,6301. Office Supplies - 15 17 425 350 350 350 • Advertising & Publicity 365 271 150 900 900 900 Fees/Dues/Subscriptions 0 229 168 441 441 441 Travel & Training 572 839 3,100 3,100 3,100 3,100. . Fuel Expenses 270 1,480 3,000 3,250 3,250 3,250 Computer Software 125 0 0 . 0 0 0 Rents & 'Leases 0 398 3,400 6,400 6,400 6,400 i 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 36,046 44,713 62,680 80,119 80,119 80,119 Capital Outlay Land & Improvements 0 0 14,500 5,000 5,000 5,000 Building & Improvements 0 0 0 0 0 0 Vehicles 0 6,233 0 0 0 0 . Office Furniture & Equipment 0 0 0 450 450 450 Computer Equipment 0 0 0 815 815 815 Operation Equipment 24,031 79,774 12,790 65,180 65,180 65,180 Total Capital Outlay 24,031 86,007 27,290, 71,445 71;445 71,445 Total Budget Unit 246,952 295,746 300,157 478,781 478,781, 478,781 101 ridet<:>><>:>€>>:>><:>>><< <>!>«><>>!>>'>><:<<<>>>: 1 WAca: ...:8 :.:.................1?.......... rt:.::v€ Tr rd °..Ur... atz...... ::::::::.:::..::::::::..:........................Y...........9 i..::......::.::.:.:.::.::..:::::::::::::.................................:......:.:::: 34 Program Summary: 1998/99 Goals and Obiectives: The Street Division's primary functions are Increase maintenance and installation of street and installation and maintenance of street and . traffic traffic signs by 5% due to development. signs, installation and maintenance of guardrails and barricades, crack sealing and patching street Inspect and maintain guardrails once yearly or as surfaces, grading and maintenance of rock streets needed. and road shoulders, maintenance of off-street bicycle paths, and installation and maintenance of street Inspect all barricades once yearly and repair as marking and the installation of the speed hump needed. program. This unit also administers the contract for street sweeping services. The Streets supervisor Crack seal 150,000 feet of City streets. reports to the Property Manager who is responsible for the Street programs. Patch streets for Water, Storm, Wastewater and Street Division dig outs and patch potholes with an annual 1997/98 Accomplishments: basis of 300 tons. We have. used 312 tons of asphalt and '10 tons of Install 20 speed humps for Engineering, as per Council cold mix patching 84 repairs for Water, 25 repairs for goals. Wastewater, Storm also dig outs and pot hole patching for the Street division repairs. Grade and gravel 2.06 miles of gravel roads, twice yearly. And to reduce the amount of rock roads. Accomplished the installation of 15 speed humps for Engineering, as per Council goal. Mow 54 miles of shoulder twice yearly and repair rock shoulder as needed. We'completed 130,000 feet of crack sealing. Install hot plastic for 5 year cycle and paint 6,250 feet Installe& 651 buttons, 2,096 square feet hot plastic, of curb and 8,433 feet in parking lots. painted' 4,197 feet of 4" line in white paint, and painted 5,310 feet of yellow curb. Program Highlights: Made, installed or repaired 743 signs. Of these, Due to increased traffic on the City streets and safety Street Names 204, Stop 111, Warning 74, Parking concerns we will continue to use contract flaggers to 68; ' Regulatory 65. The other 221 where augment our existing staff. miscellaneous signs. By using the State bid we will continue to hold the Cleaned 1,733 feet of ditch line. Street marking costs down. We signed and implemented the Urban Services Through the use of volunteers for the adopt-a-road . agreement with Washington County in November program to pick up litter and.debris We will involve the 1997. citizens in keeping the City, streets right-of-way clean. We will continue to upgrade technical knowledge of the street crew. 102 X N. 1: ' 9: dQ : t d Bud Asa ii>un....2.... Performance Measurements , 1995/96 1996/97 1997/98. 1998/99 Miles of street 119 120 123 126 • Miles of streets swept. 116 117 120 123 Number of sweeps per year 6 6 6 7 • Street signs made, installed or repaired 700 700 750, 800 • Tons of asphalt 270 280' 250 .300 Pounds of crack sealer 22,000 24,250 28,260 33,000 • Street markings (square feet) 8,500 8,500 9,000 9,000 • Dead end barricades 116 116 116 Roadside mowing 52 53 54 54 • Crack Seal linear feet 89,263 111,558 130,000 150,000 • Full Time Equivalent Positions - • 1995/96 1996/97 1997/98 1998/99 . Property Manager 0.50 0.50 0.50 0.50 . Supervisor 0.50 0.50 0.50 1.00 • Senior Utility Worker 1.00 2.00 3.00 3.00 • Utility Worker II 5.00 4.00 6.00 6.00 • • Total Positions 7.00 7.00 10.00 " 10.50 • • Service Level Standards a • Complete 150,000 feet of crack sealing. Patch City streets for an annual 300 ton of asphalt. Install 4,000 feet of hot plastic as per 5 year cycle and repair as needed. ' Paint 9,000 feet of 4 inch line in city parking lots. Paint 6,250 feet-of curb. Repair and installation of signs. Stop signs within 2 hours, all other as per City response standards. Grade and rock all gravel roads twice annually. Grade them to remove potholes two times or as needed. . Mow roadside twice yearly. Install 20 speed humps for Engineering. • Do 20 street dig out repairs • • • • • 103 • ed'B 15361.95:: Aclt .t airy:::€€ ?»>>>>>!>>»>>'<?'>_>:>><>>>>>»><>>>« :.:.::.::::::::;:::::::>::>::;>;;>:>s•:s:::::::>:.::.;;:.;:;•::;:::::»::>:.>::;:.;;:.>::.::>.:>:>:.>:::<.;>: »::»:.>::>::::;:::<»s::>::>::»>:::::>::>::»>::.;»»>::>::>::>;:::::::.::::»:.::;:.::.»:.» .:'.U . Its.............. 84 P .0.V .:....;.:::::Vio .#ed ::::..............................:.::::::.::..:.:::::::::::::::::.:::::.Tr:?.............:.....:: K...F.::::::: • .esc:r::I ' Personal Services, Positions 7.00 7.00 10.00 10.50 10.50 10.50 Wages 193,086 209,537 386,504 378,470 378,470 378,470. Overtime 3,802 2,866 2,000 4,000 4,000 4,000 Worker's Compensation 13,717 9,804 18,260 16,701 16,701 16,701 Payroll Taxes 16,516 20,790 25,525 33,151 33,151 33,151 Retirement 19,766 26,783 30,872 36,568 36,568 36,568 Group Insurance 24,410 25,089 28,373 28,931 28,931 28,931 Total Personal Services 271,297 294,869 491,535 497,821 497,821 497,821 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 106,302 91,676 88,275 139,431 139,431. 139,431 Repair & Maintenance 142,856 102,861 109,030 146,020 146,020 146,020 Special Dept. Expense 2,089 3,394 14,449 3,000 3,000 3,000 Office Supplies 21 45 200 400 400 400 Advertising & Publicity 800 754 200 850 850 850 Fees/Dues/Subscriptions 459 422 500 441 441 441 Travel & Training 1,681 2,059 3,550 3,010 3,010 3,010 Fuel Expenses 753 7,677 7,950 7,950 7,950 7,950 Computer Software 125 0 0 0 0 0 Rents & Leases 8,185 561 3,000 3,000 3,000 3,000 Utilities 84 267 360 240 240 240 Insurance 0 0 1,000 1,000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services 263,355 209,716 228,514 305,341 305,341 305,341 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0 0 Vehicles 0 20,699 0 0 0 0 Office Furniture & Equipment 1,681. 0 0 0 0 0 Computer. Equipment 4,403 1,887 0 0 0. 0 Operation Equipment 98,935 6,326 19,581 11,000 11,000 11,000 Computer Software 0 0 0 0 0 0 Total Capital Outlay 105,019 28,912 19,581 11,000 11,000 11,000 • Total Budget Unit 639,671 533,497 7391630 814,162 814,162 814,162 104 1 • } II • r 5tt Sh.::.and:~erxEe,eS:.:;::<:::<.::.;:.;.;.< .::.::..::::.:.::::.:...::..:...:..::.::..:.:...:..;...:.;:::::>:::;>:::::>::<>;:::::>::::>:<::>:;:::>:<.<::::;::;:::.::.:....... • Program Summary: 1998%99 Objectives: The Fleet and Facilities Supervisor is responsible Review equipment requests with an eye toward to the Property Division Manager for organization leasing vehicles from the State in lieu of purchase. and operation of the Fleet Maintenance Division. Major ongoing functions of the Division are Implement Hansen Windows program to track maintenance and repair of all City equipment, maintenance and equipment repair costs. • including cars, light and heavy trucks, off road equipment, and stationary power equipment; Inventory and assign equipment numbers to all small maintaining equipment records; parts inventory power equipment to track costs. control for Fleet operations; compliance with DEQ emissions program, proper waste disposal Standardize hydraulics in sanding trucks to accept and recycling, welding and fabrication projects, either sanding unit. fuel storage. and dispensing equipment; and providing parts purchases and department Develop program for DEQ vehicle inspections at test support. centers to comply-with new testing regulations. Program Highlights: 1997/98 Accomplishments: Merge Building Maintenance into-Fleet Maintenance Outfit Ford Van sufficiently to allow for prompt for better management. field repairs. Standardize configuration of emergency equipment • Equip repeater with backup batteries in the event (i.e. siren, radio, computer) in 25 patrol vehicles. of a power outage. Outfit 22 Public Works vehicles with spotlights for • Design, manufacture and install 20 MP5 gun emergency use. mounts in patrol vehicles. Design and build new exhaust system for i standby generator at the Police Department to prevent exhaust fumes from entering ventilation system. f 105 . ....................::Y::.:. 2 E... t XX: Performance Measurements 1995/96 1996/97 1997/98 . 1998/99 Number of Police vehicles maintained 33 39 42 44 Number of Street vehicles maintained 13 13 13 13 Number of Wastewater vehicles maintained 13 13 13 13 Number of Grounds vehicles maintained 10 10 10 10 Number of Water vehicles maintained 22 21 21 21 Number of other division vehicles maintained 18 21 21 21 Number of total rolling stock 109 114 120 120 Full Time Equivalent Positions 1995/96 1996/97 1997198 1998/99 Fleet Maintenance Supervisor 1.00 1.00 1.00 0.00 Fleet/Facilities Supervisor 0.00 0.00 0.00 0.50 Mechanic 1.00 1.00 1.00 2.00 Total Positions 2.00 2.00 2.00 2.50 Service Level Standards Emergency situations that occurred within normal working hours, City staff will respond within 15 minutes of notification. After normal working hours, City staff will be on site within 45 minutes of, notification. Assist in designated community events in a manner that promotes goodwill between the City and the . community. J Complete scheduled maintenance within five days of schedule date. • 106 ~.9lr.1d . ed.:lud :::::..:...........9............::::::::::::::::::::.::::::::::.:::::::.:.............................................................:.:....:.....:.::.:::::.:.:::::::.:::::::.::::::.:::::..::::.::..:...:......... . 21 a: . Pho :S; k F ;,i~ A sGfJ . tf.:.;::.;:.;:.:;:.;;;: • Personal Services Positions 2.00 2.00 • 2.00 2.50 2.50 2.50 Wages 77,164 77,596 79,714 -90,261, 90,261 90,261 Overtime 2,222 3,272 0 1,500 1,500, 1,500 • Worker's Compensation 2,442 1,966 4,153 2,604 2,604 2,604 Payroll Taxes 6,566 7,002 6,909 7,953 7,953 7,953 Retirement 9,392 10,142 8,821 9,620 9,620 9;620 Group Insurance 9,734 9,081 9,068 11,115 11,115 11,115 Total Personal Services 107,520 109,059 108,666 123;054 123;054 123,054 Materials & Services • Water Costs 0 0 0 0 0 .0 Prof. & Contract Services 3,906 4,478 6,195 4,170 4,170 4,170 . Repair & Maintenance 9,814 7,962 7,550 9,550 9,550 9,550 Special Dept. Expense 281 463 600. 900 900 ' . 900 Office Supplies 48 7 100 100 100 100 i Advertising & Publicity 0 0 0 425 425 425 Fees/Dues/Subscriptions 545 691 425 400 400 400 Travel & Training 41 114 800 800 800 800 • Fuel Expenses 166 830 1,000 1,000 1,000 1,000 Computer Software 125 0 0 0 0 0 Rents & Leases 0 51 0 0 0 0 Utilities 263 231 0 0 0 0 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 i Total Materials & Services 15,189 14,827 16,670 17,345 17,345 17,345 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 i Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 0 1,680 0 0 0 - 0 Operation Equipment. 850 0 1,200 . 5,700 5,700 5,700 . Computer Software 0 0 900 0 0 .0 i Total Capital Outlay 850 1,680 2,100 5,700 5,700 5,700 Total Budget Unit 123,559 125,566 127,436, 146,099 146,099 -146,099 107 . t 1.3381.:~.;,4d 216 ~ . Program Summary: 1998/99 Goals and Objectives: The Property Management Division is Install new roof on the Library building responsible for the cleaning, maintenance and repair of all City facilities. The Division Duct work cleaning on Police Department building. administers the janitorial contract for cleaning of City facilities. There is one . Building Increase our efforts to create an environmentally safe Maintenance Technician who reports to the Fleet working environment. and Facilities Supervisor, who reports directly to the Property Division Manager. Remodeling of the Library Director's office. Strive to achieve the standard of all RFA's responded to within 2 working days. Incorporate the new Police Department building addition to the building maintenance system. Have all leaky windows repaired, resealed or replaced at City Hall and the Library. 1997/98 Accomplishments: Achieved higher performance level for janitorial Program Highlights: services at all City facilities through the administration of new janitorial contract. Improved building maintenance service by initiating service contracts for HVAC and electrical service. Improved the workplace environment by working with the HVAC contractor on balancing the Instrumental in the set up of the Between Chapters heating/air conditioning units at all facilities. coffee house Library annex. Administered 9 contracts for providing various Transitioned the maintenance of the water building services to improve maintenance of buildings. over to those contractors providing service to the rest of the City facilities. Painted Town Hall. City Hall ducts were cleaned which helps improve the Power washed and sealed brick at City Hall, indoor air quality thereby providing •a better work • Library, Police Department and Water Building. environment. Indoor Air Quality testing was performed at the • City Hall by SAIF and found to meet or exceed all requirements. r • • 108 • ::9 0 , • G. . 0 dud "t> U~xt#x: Rte...........>:,:.: >iIVlaria' e t t€:<? < ? > > » < < < Performance Measurements 1995/96 1996197 1997/98 1998/99 • Number of buildings maintained 16 16 Number of ongoing contracts administered 5 9 • • Full Time Equivalent Positions 1995/96 1996/97 1997/98 _ 1998/99 • Building Maintenance Technician 1.00 1.00 1.00 1.00 Building Maintenance Tech 1 0.00 0.00 0.00 1.00 • Fleet/Facilities Supervisor 0.00 0.00 0.00 0.50 . • Total Positions 1.00 1.00 1.00 2.50 • • Service Level Standards . Meeting room set ups daily as required. Emergency exit lighting and signs inspected monthly. • 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. • • • 109 . • 1998f99 Ado d 3 g....:..; F*.............. : ; € llea:.. rn 441 De. c.r1. ~tQ Personal Services Positions 1.00 1.00 1.00 2.50 2.50 2.50 Wages 29,589 28,878 31,709 90,461 90,461 90,461 Overtime 447 947 0 500 500 500 Worker's Compensation 1,296 970 1,617 3,047 3,047 3,047 Payroll Taxes , 2,542 2,576 2,748 7,884 7,884 7,884 Retirement 3,825 3,570 3,171 9,536 9,536 9,536 Group Insurance 3,036 4,935 4,926 11,974 11,974 11,974 Total Personal Services 40,735 41,876 44,171 123,402 123,402 123,402 Materials & Services Water Costs 0 0 0 0 0 0 Prof: & Contract Services 104,869 106,528 100,476 244,038 244,038 244,038 Repair.& Maintenance 39,830 28,803 29,120 33,100 33,100 33,100 Special Dept. Expense 0 319 285 800 800 800 Office Supplies 126 68 0 100 100 100 Advertising & Publicity 166 59 175 425 425 425 Fees/Dues/Subscriptions 274 132 190 300 300 300. Travel & Training 0 269 425 500 500 500 Fuel Expenses 0 212 600 800 800 800 Computer Software 125 0 0 0 0 .0 Rents & Leases 175 818 700 1,000 1,000 1,000 Utilities 585 347 140 300 300 300 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services 146;150 132,555 132,111 281,363 281,363 281,363 Capital Outlay • Land & Improvements 0 0 0 0 0 0 Building,& Improvements 0 2,300 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 718 9 0 6 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 3,059 0 0 0 0 i Computer Software 0 0 0 0 0 0 Total Capital Outlay 718 5,368 0 0 0 0 i • Total Budget Unit 187,603 179,799 176,282 404,765 404,765 404,765 110 I 0 ofd ud .....:<:>::>:::;«<:»:>::::>:>:::>;;;:::>:::<:><:<:: ;::c~f::Tr and . fl ,<::<:::27. . 'E~<t. dt.. . . Program Summary: 1998/99 Goals and Obiectives: 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 Completion of the 3.5 MG reservoir at the Menlor ` water system, while at the same time providing a property including landscaping. 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, program 'for developinga preventive maintenance two thirds of Tigard and the unincorporated program, record keeping and the replacement of the areas 'of the Walnut Island and Bull Mountain existing inventory system. . (Tigard Water District)' Provide efficient and effective maintenance of the water system. i 1997/98 Accomplishments: Continue our commitment to the valve maintenance Completed the cleaning of four reservoirs and line flushing program. . utilizing hard-hat divers while the reservoirs . remained in operation. Enhancement of the Water Conservation program, to provide better community outreach and education. Awarded bid to construct a 3.5 MG reservoir at Currently we have expanded a, residential irrigation . the .Menlor property. Construction started late audit pilot program for 50 residential customers within summer and is scheduled' for completion in our service area. This program targets high water October 1998. users in order to, reduce summer demand. In addition . we are budgeting. for a new Water Completed relocation of 170 feet of 8-inch water Quality/Conservation Coordinator position that will ' main on SW 113th Avenue south of SW Durham devote 1/2 of their time to a conservation program. . Road. This project was in coordination with a Washington County Street Improvement project. Develop a cooperative working relationship with Engineering, so as to have better coordination with . The valve maintenance and line flushing projects. . program began this summer and has flushed 10 miles of pipe line. Continue cross-training of personnel within . Utility . Division . Upgraded the old pump station at the original High Tor reservoir.from 3hp and 5hp pumps to Continue to expand the opportunities for volunteer two 25hp pumps. This will increase our ability to involvement in,the,Water Division. provide additional fire flows to the surrounding Program Highlights: area due to. the tremendous growth at the Reorganization, of Public Works.with the"elimination of summit of Bull Mountain. the Operations Manager position and reallocation of that FTE to create a new Water Quality/Conservation Reduced our summer peak factor to 1.0 for the Coordinator position. hour and 1.01 for the day from City of Portland. i This has resulted in an 14% rate reduction from Reservoir cleaning program utilizing divers to clean . Portland for FY 1998-99. the reservoirs while they remain in operation. . Continue the meter replacement program consisting , of replacing all meters 1 1/2" and larger.with meters capable of capturing additional revenues. 111 , 93819i?1do :t1:? P u yet.... fl B. d . Performance Measurements 1995/96 1996/97 1997/98 1998/99 Miles of water mains 207 210 214 216 Reservoirs 12 12 13 13 Fire Hydrants 1,580 1,620 1,660 1,700 Pump Stations -6 6 6 6 Meters and Services 13,325 13,900 14,250 14,700 Pressure Reducing Stations 14 14 15 16 Wells 4 4 4 4 Full Time Equivalent Positions 1995/96 1996197 1997198 1998199 Utility Manager 1.00 0.34 0.50 0.50 Operations Manager 1.00 0.75 1.00 0.00 Water Operations Supervisor 1.00 0.50 1.00 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 2.00 Utility Worker II 6.00 7.00- 7.00 7.50 Maintenance Services Tech 1.00 1.00 1.00 1.00 Total Positions 15.00 14.59 15.50 16.00 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 15 minutes of notification. Emergency situations that occur after normal working hours will be responded to within 445 minutes after notification. Respond to citizens inquires within 24 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 designated community events in a manner that promotes goodwill between the City and the Community. 112 ..:...................................::......::::::::::::.........................Y.........:.: ii:.i<:.i:.ii:.><i:::;:.;:.i:.;:.i:.;:.i::;::.i r:::>::::ase±d>.`. rave...... . ` t > " ISO, /9~i:.:.:::.i:.:;.'E9981~1........... . Personal Services Positions 15.00 14.59 15.50 16.00 16.00 16.'00. • Wages 520,980474 . 440 568,369 593,860 593,860 593,860 Overtime 24,038 24,421 23,200 21,750 21,750 .21,750 Worker's Compensation 12,120 6,767 14,361 12,016 12,016 12,016 Payroll Taxes 43,932 .42,265 50,234 53,359 53,359 53,359 Retirement 62,368 62,698 60,522 63,145 63,145 63,145 Group Insurance 60,930 50,382 68,598 68,865 68,865, 68,865 Total Personal Services 724,368 660,973 785,283 812,995 812,995 812,995 Materials & Services • Water Costs 1,486,515 2,162,943 2,151,660 2,264,040 2,264,040 2,264,040 Prof. & Contract Services 74,222 161,089 123,265 167,005 167,005 167,005 • Repair & Maintenance 165,101 126,097 109,550 171,400 171,400 171,400 Special Dept. Expense 10,217 5,969 8;355 6,265 6,265 6,265 Office Supplies 5,976 3,431 3,000 3,000 3,000 3,000 Advertising & Publicity 952 11,870 16,800 18,650 18,650 18,650 Fees/Dues/Subscriptions 3,780 3,768 7,180 6,459 6,459 6,459 Travel & Training 3,982 4,438 8,500 12,000 12,000 12,000 Fuel Expenses 2,474 17,073 18,500 18,500 18,500 18,500 • Computer Software 2,807 0 0 0 0 0 Rents &Leases 2,972 293 200 2,600 2,600 2,600 Utilities 10,822 5,528 3,145 4,090 4,090 4,090 • Insurance 250 9 1,000 1,000 1,000 1,000 Library Materials 0 0 0 0 0 0 Total Materials & Services 1,770,070 2,502,508 2,451,155 2;675,009 2,675,009 2,675,009 • Capital Outlay Land & Improvements 0 0 60,000 77,000 77,000 77,000. Building & Improvements 12,190 0 30,000 3,800 3,800. 3,800 Vehicles 500 6,233 40,000 80,000 80,000 80,000 • Office Furniture & Equipment 11,394 1,712 1,900 900 900 900 Computer Equipment 4,403 4,455 7,700 7,500 7,500 7,500 Operation Equipment 63,002 14,380 25,285 26,050 26,050 26,050 Computer Software 0 0 505 0 0 0 • Total Capital Outlay 91,489 26,780 165,390 195;250 195,250 195,250 Total Budget Unit 2,585,927 3,190,261 3,401,828 3,683,254 3,683,254 3,683,254 • 113 • i Development Services Program Administration Building Inspection Current Planning Long Range Planning Engineering Street Lights/Signals 0 0 • City of Tigard, Oregon 0 City of Tigard, Oregon 1:998193<::`Aiet . 2ti HEt a:::.:::::.:................::::::::::::::::::::::•:::::::::::::::::::::::::::::::::::::::.::................:.::::::. ::::::><<:::::::>::> tS@r1tICE Development Services Community Engineering Development 777" Building Current Long Range ? Street Administration Inspection Planning Planning Engineering Lights eve.... 9:.::::: E3.::::: # Positions 37.00 41.00 52.00 53.00 53.00 53.00 Personal Services 1,811,089 2,014,505 2,856,543 2,931,893 2,931,893 2,931,893 Materials & Services 480,204 703,556 893,626 956,115 981,115 981,115 Capital Outlay 81,426 80,241 66,165 91,275 91,275 91,275 Total Development Services - by Category 2,372,719 2,798,302 3,816,334 31979,283 4,004,283 4,004,283 Administration 156,746 443,333 545,901 536,803 561,803 561,803 Building Inspection 796,122 749,495 1,270,172 1,279,081 1,279,081 ,1,279,081 Current Planning 214,644 298,966 395,584 408,198 408,198 408,198 Long Range Planning 207,395 292,739 242,513 337,053 337,053 337,053 Total Community Development-by Department 1,374,907 1,784,533 2,454,170 2,561,135 2,586,135 2,586,135 Engineering 703,596 740,943 887,164 988,148 988,148 988,148 Street Lights. 294,216 272,826 475,000 430,000 430,000 430,000 Total Engineering.- by Department 997,812 1,013,769 1,362,164 1,418,148 1,418,148 1,418,148 Total Development Services - by Department 2,372,719 2,798,302 3,816,334 3,979,283 4,004,283 4,004,283 114 City of Tigard, Oregon , i 1 1 i I 3:99I~:'d8u1 :::::::::...:::...:,.:::::::::::::::.:.................................................:::::::::::rt:ofi:Rat..:.c......................................................:....:.::.. `Goniiizu>E3i w <:q>3ve[o Community Development Administration Building Current Long Range Inspection Planning -XX Planning X-N A ti al? . ...tad......... . a1:.::.:::::.:.................................... xx, # Positions 24.00 27.00 38.00 38.50 38.50. 38.50 Personal Services 1,201,896 1,403,351 2,081,689 2,087,955 2,087,955 2,087,955 Materials & Services 136,249 342,226 323,616 429,905 454,905 454,905 Capital Outlay 36,762 38,956 48,865 43,275 43,275 43,275 Total Community Development - by Category 1,374,907 1,784,533 .2,454,170 2,561,135 2,586,135 2,586,135 Administration 156,746 443,333 545,901 536,803 561,803 561,803 Building Inspection 796,122 749,495 1,270,172 1,279,081 1,279,081 1,279,081 Current Planning 214,644 298,966 395,584 408,198 408,198 408,198 Long Range Planning 207,395 292,739 242,513 337,053 337,053 337,053 Total Community Development- by Department 1,374,907 1,784,533 2,454,170 2,561,135 2,586,135 2,586,135 115 • ::t3 fig...... Adm .ntArat Program Summary: 1997/98 Accomplishments: (cont.) • The Community Development (CD) Department includes the Long Range City Council approved an adjustment process to allow Planning, Current Planning, and Building flexibility from the design standards within the Tigard Divisions. The Development Services Team Triangle. (DSTs), which is part of CD Administration, provides information regarding development The Department met performance standards regulations, policies, and procedures. The established by the City Council. . CD Director is responsible for the overall management of the " . functions of . the department, `which , includes community 1998199 Goals.and Objectives: planning; administration of the Development Code; parks planning and development; Complete discussions with the County about providing building plan review and inspections; general urban services to the Metzger Area. economic ' development activities; and customer- service at the front counter. The Implement Housing Inspection Program. DSTs coordinate the development process with planning, engineering, and building. The Coordinate "with County on adoption of Community DSTs also provide assistance , and Development Code provisions applicable to the urban coordination for development approvals and services area. permit issuance to the . public and other agencies, in addition to general front counter Implementation of Metro 2040 Functional Plan service duties. 1997/98'Accomplishments: Complete purchases of, lands identified through Metro , Completed P*P conversion and training for all Greenspaces program. • users from a DOS based system to a Windows CS version. Special studies - Park System Master Plan, Washington Square Regional Plan • Instituted fully operational over-the-counter permit and over-the-counter review process Initiate CD Visioning goals and strategies. of commercial projects, meeting established threshold criteria.- Meet performance standards established by the City Council. Completed revisions to the Community Development Code. Completed discussions with the County and Proqram Highlights: started providing urban services to portions of The budget reflects the combination of both urban unincorporated Washington County. services and Community Development activities. Completed analysis and updating of The Department's budget includes funds for legal annexation policies. services to support Housing Code program. We were actively involved with the Metro The budget includes additional funds for Hearings 2040 process, keeping the Commission and Officer services and includes funding for special Council informed and providing comments to studies to address Visioning goals and strategies. . Metro. 116 3f3t9 Ad a ted' . . '±I 13` '<B Al Performance Measurements 1995196 1996197 1997/98 1998/99 Customers served at the CD counter n/a 8,000 9,500 10,000 Customers served by DSTs on the phone n/a 9,000 10,650 11,300 Permits issued (includes land use permits; building, plumbing, sewer, electrical, mechanical, and misc. permits) n/a 3,800 4,480 5,000 Full Time Equivalent Positions 1995196 1996/97 1997/98 1998/99 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 1.00 1.00 1.00 Development Services Technician 0.00 4.00 5.00 5.00 Administrative Specialist l 0.00 1.00 1.00 1.00 Total Positions 2.00 8.00 9.00 9.00 Service Level Standards Services provided by the Development Services Technicians: 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. Maximum wait time is 20 minutes in times of. extreme volume or limited coverage. With current staffing, the service level standards are being met. 117 11Q F it11 Cs'>E.I .....::.....::...A #4dO e ? > Pr ::..as....... tted.. . .:........:.:................................:.::::::..:.1::::::::::::::: ~I..:::::.:::::.::::::::::::::: :>II5~9f3i99<<....... 99. 99::>:'19919.< <<'195199<? .s...: • Personal Services Positions 2.00 8.00 9.00 9:00 9.00 9.00 • Wages 104,479 271,132 328,544 333,560 333,560 333;560 Overtime 0 8,266 0 7,500 7,500 7,500 • Worker's Compensation 596 705 1,270 900 900 900 Payroll Taxes 8,574 23,826 27,912 29,126 . - 29,126 '29,126 Retirement 6,912 .32,756 35,099 36,486 36,486 36,486 Group Insurance 9,156 24,825 32,237 31,154 31,154 31,154 • Total Personal Services 129,717 361,510 425,061 438,727 438,727 438,727 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 1,052 27,828 65,630 46,700 46,706 46,700 Repair & Maintenance 1,796 4;937 2,885 2,200 2,200 2,200 Special. Dept. Expense 118 4,708 970 1,100 1,100 1,100 Office Supplies 13,266 16,573 23,190 24,500 24,500 24,500 • Advertising & Publicity 580 475 0 300 300 300 Fees/Dues/Subscriptions 257 10,769 600' 600 600 600 Travel & Training, 2,931 3,219 6,320 7,946 7,946 7,946 Fuel.Expenses 52 395 680 710 710 710 Computer Software 0 0 0 4,000. 29,000 29,000 Rents & Leases 0 0 0 0 . 0 0 Utilities 160 363 550 500 500 500 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 .0 0 0 , Total Materials & Services 20,212 69,267 100,825 88,556 113,556 113,556 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 1,067 0 0 0 01 Vehicles 0 0 0 0 0 0 -Office Furniture & Equipment 6,817 5,811 2,675 3,145 3;145 3,145 Computer Equipment 0 5,678 13,340 6,375 6,375 6,375 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 4,000 0 '0 0' Total Capital Outlay 6,817 12,556 20,015 9,520 9,520 9,520 Total Budget Unit 156,746 443,333 545,901 536,803 561,803 561,803 118 #3t..1~do 3B09 X-X :2- 20 B. B,UfldFri .S.0.... Program Summary: 1998/99 Goals and Objectives: The Building Division, part of the Community Provide plan review and inspection -services for over Development Department, is responsible for 5,000 building sites, electrical, plumbing, mechanical, reviewing plans for, issuing permits for, and sewer, and manufactured home permits. inspection of construction to ascertain compliance with the State Building Code,(Title Implement Housing Inspection Program if adopted 14 of the Tigard Municipal Code [TMC]), by Council. which adopts the State One and Two Family, Structural, Mechanical, Plumbing, and Perform fee analysis to update fee structure. Electrical Specialty Codes and other state rules and statutes, as well as enforcement of Provide enforcement of Title 14 of the Tigard Municipal other requirements of the Tigard Municipal Code and other related codes and ordinances. Code and Community Development Codes and ordinances. The Building Division is Continue to evaluate all areas of service provision and managed by the Building. Official and enhancements. comprised of plans examiners, inspectors, and support staff. Program Highlights. 1997/98 Accomplishments: This year's budget combines both the Building Inspection budget and the Building Inspection (Urban Provide plan review and inspection- services Services) budget. This will allow for more accurate for -over , 4.000 building, 2~L electrical, tracking of real expenses to the Urban Services Fund. Plumbing, mechanical, sewer, and Expenses will be appropriated based upon actual work- manufactured home permits. load in the Urban Services area. Projected to provide plan review and inspection services for over 5,000 building, This year's budget also reflects the addition of a site, electrical, plumbing, mechanical, sewer, Housing Inspector (provided the Council adopts a and manufactured home permits. Projected Housing Inspection Program) and associated costs. to provide inspection services to 6,500 permits in Urban Service area. This year's budget reflects revenue projections assuming a fee increase- effective 1/1/99. Fees have Explore the addition of a Housing Inspection not increased since 1979 for structural/mechanical, Program in Tigard. The Community Housing 1993 for plumbing, and 1995 for electrical. Task Force was established and continues to work on its recommendations to the Council. Provide enforcement of Title 14 of the Tigard Municipal Code and other related codes and ordinances: The Division continues to provide enforcement in these areas. Continue to evaluate all areas of service provisions and enhancements. This is an on- going function. Several new.operational and enforcement policies were implemented. 119 19 8 r O. e .:.#i... e ..:..::...:.::..:::A:::.::::.:...... Y . Performance Measurements 1995/96 1996/97 1991/08-' 1998199. Single family units (Tigard) 334 300 275 200 Single family valuation (in millions) (Tigard) $ 61.0 $ 54.0 $ 50.0 $38.0 Single family units (URB) 250 300 Single family valuation (in millions) (URB) $ 45.0 $54.4 • Multi-family units (Tigard) 162 600 375. 325- Mufti-family valuation (in millions) (Tigard) $ 5.0 $ 34.0 $ 19.6 $17.0 Multi-family units (URB) 44 • Multi-family valuation (in millions) (URB) $2.3 Commercial valuation (in millions) (Tigard) $ 34.6 $ 40.0 $ 25.0 $18.0 Other valuation (in millions) - misc. $ 6.4 N/A N/A N/A . Total valuation (in millions) (Tigard) $ 107.0 " $ 128.0 $ 94.6 $73.0 Total valuation (in millions) (URB) $46.3 Number of inspections (Tigard) 18,521 18,000 16,000 14,000 Number of inspections (URB) 6,000' Total number of permits (Tigard) 4,283 4,500 4,000 3,500 Total number of permits (URB) 1,500 Full Time Equivalent Positions 1995/96 .1996197 1997/98 1998/99 Building Official 1.00 1.00 1.00 1.00 Inspection Supervisor 0.00 0:00 1.00 1.00 Plans Examination Supervisor 0.00 0.00 1.00. 1.00 Commercial Plans Examiner 1.00 0.00 0.00 0.00 • Senior Plans Examiner 0.00 0.00 0.00 1.00 Plans Examiner 1.00 2.00 3.00 2.00 Senior Inspector 3.00 3.00 3.00 '3.00 Inspector II 1.00 1.00 5.00 4.50 Inspector 1 2.00 2.00 2.00 3.00 Administrative Specialist II 1.00 1.00 1.00 2.00 Administrative Specialist .1 0.00 1.00 1.50 0:50 ' Customer Service Supervisor 1.00 0.00 0.00 0.00 Development Services Technician 3.00 0.00 0.00 0.00 Total Positions 14.00 11.00 18.50 19.00 Service Level Standards Inspection requests received on inspection recorder by 7pm will be performed-the next, day (some 0 carry-over may be required on days of peak workload, combined with staff shortages). • Single family plan review -average two weeks from receiving from Customer Service to return to. 0 Customer Service. 0 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 0 Service. S 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 fa being met. 120 . iiiffij ::::...::.:....................p....... .........9......:..::::..........................................................................................:.:::::::::::.:::.:: . .......................................Gkt:.:<:ct:Ti r:.:.::>. >;re.......................... . B:u[fdn .:fns :ec# 220 .::.:::.:::::.;:::::.:...:...:.:::::::.9::: >::>:>::;:<::<:>::::>::::>::::>::::::>::::>::>::::>::>::::>:<:::> A . :.:::::::.1.:::::.::. x!:::13 s<>`1 »'#9989<>'f9gl`<........ 81.... r# f~9 I9 ;99 3:1::... Personal Services Positions 14.00 11.00 18.50 19.00 19.00 19.00 Wages 530,887 476,131 837,008 823,788 823,788 823,788 Overtime 8,517. 61627 7,000 12,000 12,000 12,000 Worker's Compensation 4,628 2,927 10,686 7,694 7,694 7,694 Payroll Taxes 44,594 41,271 73,156 72,443 72,443 72,443 Retirement 58,895 55,025 87,940 85,926 85,926 85,926 Group Insurance 50,179 38,209 79,287 72,610 72,610 72,610 Total Personal Services 697,700 620,190 1,095,076 1,074,460 1,074,460 1,074,460 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 42,621 61,811. 42,530 58,600 58,600 58,600 Repair & Maintenance 4,603 7,768 9,130 8,490 8,490 8,490 Special Dept. Expense 10,471 12,762 21,985 26,395. 26,395 26,395 Office Supplies 607 3,843 0 0 0 0 Advertising & Publicity 156 2,952 880 660 660 660 Fees/Dues/Subscriptions 671 615 915 - 1,375 1,375 1,375 Travel & Training 13,462 8,504 26,470 26,915 26,915 26,915 Fuel Expenses 495 3,244 9,030 8,580 8,580 8,580 Computer Software 1,066 0 0 0 0 0 Rents & Leases 0 73 - 41,196 49,491 49,491 49,491 Utilities 4,076 4,687 7,360 7,115 7,115 7,115 Insurance 0 727 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 78,228 106,986 159,496 187,621 187,621 187,621 Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 444 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 16,616 2,788 1,200 13,200 13,200 13,200 Computer Equipment 3,578 19,087 14,400 3,800 3,800 3,800 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 20,194 22,319 15,600• 17,000 17,000 17,000 Total Budget Unit . 796,122 749,495 1,270,172 1,279,081 1,279,081 1,279,081 121 1398/99 ~jj. :;:;.....:>;:>:<:::;:::<:::::>:<:::>:;:::«::<:::::>::::>::>::sCit:`:::cikf t .fir . v Y .....................:..:.::9:::::::::::::::: ::::::::i:•::iii:::::iJiiii'•ii::::':':::::::i :::::::::.....:::::::::::::iiiiii:i:/iiiiii:: iiiij; ji+iiyii:::+ :i::::i:<:::i::iiiisisi:::::::::::.:'i:::i:::::::::i::i::ii:::::: Program Summary: 1998/99 Goals and Obiectives: ' The activities within the Current Planning Complete Development Code Revisions. including program 'include -providing zoning , and citizen involvement and adoption phases. development information, as well as • conducting pre-application conferences and Develop application lists for new code. reviewing applications for zone changes, . r sensitive lands subdivisions, variances, Work with/train staff to familiarize with new code, • planned developments, land partitions, site design reviews, conditional uses, temporary Continue to process urban service area land use uses, signs, sign code exceptions, land use applications and secure county adoption of new decision appeals to City bodies and additional development code provisions. coordination and review with the Long Range Planning division of comprehensive plan Program Highlights: amendments and annexations. The Current • Planning • division applies and, in certain Budget reflects less advertising costs as result 'of cases, updates the Comprehensive Plan and code rewrite. the Community Development Code. Staff • support is provided to the Planning Payment of Boundary Commission annexation fees Commission, Hearings • Officer, CITs, two added to budget. CPOs and miscellaneous working groups. This • division is also responsible' for general code Budget . reflects added Hearings Officer enforcement activities. responsibilities,•as a result of code rewrite. r 1997/98 Accomplishments: Complete development code revisions with adoption by ordinance. . Beginning citizen involvement phase. - Implement plan review in County urban service area. Completed with few problems; ongoing review of process. Provide training for planning staff and DSTs for. new code and urban service area implementation: Trainin=g for urban services completed. New code training will occur after adoption. 122 x< Performance Measurements 1995/96 1996/97 1997/98 1998/99 Director's Land Use Decisions 229 238 240 240 Planning Commission/Hearings Officer 40 30 33 35 City Council Land Use Hearings 25 19 9 15 Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998/99 Planning Manager 1.00 1.00 1.00 1.00 Associate Planner 2.00 2.00 , 3.00 3.00 Administrative Specialist II 1.00 1.00 1.00 1.00 Code Enforcement Officer 1.00 1.00 Administrative Specialist 1 0.50 0.50 Total Positions 4.00 4.00 6.50 6.50 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. 123 x:998.93. . . ~ 9 i `raved>dii . :>:>>:'>::<:>>>>:::>::<::»:::::<:« A~#u!`>?»<A#taa~>Aad;«Piro .s..d . 9>:: 999°.99:':»x:99..19 8' . 9196::::>::>::::x.996/7><:::1199191:<::<99 D sc t . rtio • Personal Services Positions 4.00 4.00 6.50 6.50 6.50 6.50 • Wages 145,838 161,921 251,050 252,547 252,547 252,547 Overtime 66 67 0 0 -0 0 • Worker's Compensation 554 348 1,078 628 628 628 Payroll Taxes 12,039 13,863 21,760 21,890 21,890 21,890 Retirement 16,769 19,901 .28;667 , 28,064 28,064 28,064 Group Insurance 17,464 18,948 31,714 25,704 25,704. '25,704 Total Personal Services 192,730 215,048 334,269 328,833 328,833 328,833 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 7,946, 69,038 34,430 44,580 44,580 44,580 • Repair & Maintenance 391 1,545 285 3,530 3,530 3;530, Special Dept. Expense 73 523 730 2,250. 2,250 2,250 Office Supplies 64 23 0 .0 0 0 • Advertising & Publicity 6,334 7,327 9,100 6,500 6,500 6,500 Fees/Dues/Subscriptions 1,857 2,231 1,585 4,095 4,095 4,095 Travel & Training 2,086 418 5,075 5,580 5,580 5,580 . Fuel Expenses 0 150 1,090 1,135 1,135- 1,135 Computer Software 0 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 0 18 570 540 540 540 • Insurance 0 0 0 0 0 0, Library Materials 0 0 0 0 0 0 Total Materials & Services 18,751 81,273 52,865 68,210 68,210 68,210 • Capital Outlay , Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 148 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 2,954 218. 150 5,200 5,200 5,200 . Computer Equipment 209 2,279 8,300 5,955 5,955 5,955 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 • Total Capital Outlay 3,163 2,645 8,450 11,155 11,155 11,155 Total Budget Unit 214,644 298,966 395,584 408,198 408,198 408,198 S 124 • 1:99815::Ado ted.li# et. Rlarfnn >:<i:<'<:: da" ft.. e.. are . R. . Program Summary: 1998/99 Goals and Obiectives: Long Range Planning and Project Continue to analyze and provide Development is responsible for monitoring recommendations for Comp Plan and Code and analyzing present and future, physical, Amendments to implement the Metro 2040 demographic, economic, and development Functional Plan, the RTP, and provide a public conditions and trends; clarifying and involvement program. recommending ways to implement 'shared City goals; developing and implementing growth Respond to changing policy developments, management and annexation programs; relating to, regional issues and annexation. maintaining, updating, and implementing Tigard's Comprehensive Plan; conducting Apply for grants to assist in completion of the technical studies and special planning projects 2040 implementation. such as park and natural area planning urban design and special studies; transportation Respond to applications for comp plan planning; coordination of planning issues with amendments and zone changes. other jurisdictions; _ developing and maintaining citywide . Geographic Information Identify & purchase properties within the trail Mapping System (GIS). corridor. Long Range Planning provides support to the Complete the park system master plan. City Council, Planning Commission, neighborhood and community planning Increase access to GIS abilities to staff & organizations. The division also provides public. policy support to the City Manager. Increase Internet access to information available through the GIS system. 1997/98 Accomplishments: Ensured that revisions of Metro's 2040 Plan were included in the Code rewrite. Program Highlights: Monitored and informed Council of issues A second student intern will. assist in the associated with Metro 2040, growth Washington Square Regional Center Master management issues. Plan and completing the Tigard database. Completed "Safe Harbor" amendments to Additional software will allow more efficient use Code. of the GIS system and increased ability to post items to the City's web page. Received $160,000 grant and began work on Washington Square Regional Center Master Plan. Created , new process to provide a design evaluation team to consider adjustments to standards in the Tigard Triangle area. 125 t 98': 9>`Ad teclBu. a >:Cit' 8 5. l <:»::>:>::<><<>>>:><><:<>>` ° ............t...t.................... an Performance Measurements • 1995/96 1996/97 1997/98 1998/99 Staff CIT meeting N/A N/A 1/month 1/month . • Update City Council on Metro issues N/A N/A 1/month 1/month Grant applications N/A N/A 3 grants 3 grants Produce updated maps N/A N/A, at 6 mos at,6 mos • Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998/99 Planning Manager 1.00 1.00 1.00 1.00 Associate Planner 3.00 3.00 3.00 3.00 Total Positions 4.00 4.00 4.00 4.00 • Service Level Standards • Respond to customer and applicant questions regarding comprehensive plan amendments, annexations, greenspaces, park planning, historic resources, Metro 2040 issues, and other long • range planning issues within 24 hours. Respond to staff requests for mapping and other related GIS related reports within 24 hours.. • Respond to requests for information and reports from the Planning Commission and City Council as needed. Respond to the need for staff representation at CIT meetings. Provide staff support to the Downtown Merchant's Association and Community Development. • Block Grant Policy Board as needed. Represent City interests at regional meetings regarding growth management issues. • Currently, the above service levels are being met. 126 # s..... 9J Acf ci Bud . C .:a S: :used> . ~4ctia€at1::::>:>:= .............:...............P!~::::::::::::::: 7l$::>:<:::9199:<:<:<:::..8:<>:.98 Personal Services Positions 4.00 4.00 4.00 4.00 4.00 4.00 Wages 142,620 164,996, 179,083 194,704 194,704 194,704 Overtime 0 131 .0 0 0 0 Worker's Compensation 566 366 580 454 454 454 Payroll Taxes 11,766 14,287 14,773 16,876 16,876 16,876 Retirement 14,017. 15,453 20,453 21,370 21,370 21,370 Group Insurance 12,780 11,370 12,394 12,532 12,532 12,532 Total Personal Services -181,749 206,603 227,283 245,935 245,935 245,935 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 10,305 76,971 0 65,000 65,000 65,000 Repair & Maintenance 21 20 0 0 0 0 Special Dept. Expense 3,175 2,965 2,210 2,928 2,928 2,928 Office Supplies 12 729 0 0 0 0 Advertising & Publicity 256 491' 0 0 0 0 Fees/Dues/Subscript ions 1,403 '909 1,670 1,770 1,770 1,770 Travel & Training 3,886 1,890 6,550 13,850 13,850 13,850 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 725 0 1,970 ,1,970 1,970 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 19,058 841700 10,430 85,518 85,518 85,518 Capital Outlay Land & Improvements , 0 0 0 0 0 0 Building & Improvements 0 148 0 0 0 0 Vehicles 0 0 0 0 0 0. Office Furniture & Equipment 6,588 833 0 2,000 2,000 2,000 Computer Equipment 0 455 4,800 3,600 3,600 3,600 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 6,588 1,436 4,800 5,600 5,600 5,600 Total Budget Unit 207,395 292,739 242,513 337,053 337,053 337,053 127 • 1g9g>Atto tedBd • ::.:..:.............................:............::.:.:::::::::.::::::::::::::.:.:::::....1..:::Q.:..... ...............NO....::..::::.: C, T -d .0 • >t " ' Program Summary: 1998/99 Goals and.Obiectives: • The Engineering Department is responsible for • Complete all capital improvement projects in design and construction of capital accordance with the adopted schedule, including • improvement projects to be maintained by the initiation of design for future construction of major City. In addition, the department provides collectors in Tigard. review of proposed private development and • inspection to -insure compliance with City • Develop a Comprehensive Public Facility Plan for standards. The department is directed. by the streets, sewer, sidewalks and streetlights. • City Engineer and each division, as described • below, is directed by an Engineering Manager: • Continue close coordination with Washington County to resolve minor issues and provide - more efficient • • The Capital Improvement Division manages customer service to citizens within the Urban Services • the capital improvement program for public Boundary. • 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, Program Highlights: provides inspection to assure compliance with • City standards, and maintains records relating • Twenty major private development projects (mostly "in • to public facilities. fill" development)- totaling approximately $3.4 million in 1997/98 Accomplishments: public improvements were either completed or well on the way to completion.' The Arbor Heights apartment • • In mid-1997, the City began providing complex (348 units) and the Carriage House apartment • planning, building and engineering services to project on Pfaffle Street (84 units) were completed., properties within the USB (Urban Service The Summercreek Village apartments (150 units) is still • Boundary) authorized through an Urban under construction. The largest of the subdivision • Services Agreement with Washington County. construction projects is Applewood Park, which is now The Department now provides development under construction to add 175 new single-family lots to review and inspection services within the USB, the City. and added one new Engineering Technician II . to address the added workload from the • Major capital improvement projects completed include • increased responsibilities. pavement overlay installation and slung seal • applications. Pavement overlay was installed on • • The Department designed and constructed a approximately 1.2 miles of City streets. Slurry"seal was wide variety of capital improvement projects applied on approximately. 2.5 miles of City Streets. including the annual pavement overlay project, Grant and Tiedeman Avenue Bridges were replaced-at , street striping, signalization of the 79th Avenue an approximate cost of $1.2 million dollars.: -Other and Durham Road Intersection, replacement of projects included signalization of the ' 79th . Grant and Tiedeman Avenue Bridges, Tigard Avenue/Durham Road intersection, Tigard Senior • Senior Center exterior improvements, several Center exterior improvements, sanitary- sewer street drainage improvements and sanitary extensions to serve 29 homes on Fairhaven Street and • sewer extensions through the Neighborhood Fairhaven Way, and installation of speed humps on Sewer Extension Program. three City streets. • • 128 • • 1ggf3/9 Adr3° fl<Bu :.:.:.:...........:..::::::::.:..6..........,...:..::::::.:.::.:..:.:.:::::::::::::::.::::::::.::::::.:.:.:.. : :iii.... tt. Performance Measurements 1995/96 1996/97- 1997/98 1998/99 CIP Division will continue with design and 4.0 mil 4.5 mil construction of improvements to streets, bridges, sanitary sewers, storm drainage, & parks. Work load levels are expected to be slightly higher than levels experienced during the past 4 years. Development Review Division expects a 3.3 mil 3.5 mil continued steady work load of private development projects both in the City and in the USB. Most of the development projects are expected to be "in fill" and redevelopment type projects. Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998199 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 1.00 1.00 1.00 Engineering Tech III 3.00 2.00 2.00 2.00 Engineering Tech II 3.00 4.00 4.00 4.00 Engineering Tech 1 2.00 2.00 2.00 2.00 Senior Administrative Specialist 1.00 1.00 1.00 1.00 Administrative Specialist 1 0.50 Total Positions 13.00 14.00 14.00 14.50 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 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. Larger, more complete projects may take approximately five weeks. Respond to inspection request • within 24 hours. 129 ~ 1 ~3` A.......:..: :::..::::...:.:Y::: t3: tied: . P ::»::»::>:::»:::>9S199> 1:913197:::><99198:::«:::::::'1:998.......... '1 Personal Services Positions 13.00 14.00 14.00 14.50' 14.50 14.50 • Wages 454,821 462,353 591,417. 645,186 645,186 645,186 Overtime 10,760 7,362 0 7,500 71500 7,500 • Worker's Compensation 3,700 2,624 6,418 4,953 4,953 4,953 Payroll Taxes 38,298 39,747 51,262 56,500 56,500 56,500 Retirement 55,199 52,367- 63,142 70,053 ' 70,053, •70,053 Group Insurance 46,415 46,701 62,614 59,746 59,746 59,746 Total Personal Services 609,193 611,154 774,854 843,938 843,938 843,938 Materials 8 Services • Water Costs 0 0 0 0 0 0 Prof. & Contract Services 23,700 59,595 36,620 55,500 55,500 55,500 • Repair & Maintenance 6,641 5,432 8,240 9,140 9,140 9,140 Special Dept. Expense, 5,446 9,907 29,600 9,400 9,400 9,400 , Office Supplies 3,497 4,166 4,000 4,250 4,250 4,250- Advertising & Publicity 3,420 645 0 300 300 300 Fees/DuestSubscriptions 1,106 985 1,030 1,710 1,710 1,710, Travel & ,Training 4,468 4,718 6,590 8,410 8,410 8,410 • Fuel Expenses 188 1,679 2,430 2,000 2,000 2,000 Computer Software 0 0 0 3,500 3,500 3;500 Rents & Leases 0 88 4,200 0 0 0 . Utilities 1,273 1,289 2,300 2,000 2,000 2,000 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 49,739 88,504 95,010, 96,210 -96,210 96,210 • Capital Outlay 0 0 0 0 0 Land & Improvements 0 Building & Improvements 0 0 0 , 0 0 0 Vehicles 16,201 20,148 0 25,000 25,000 25,000 . Office Furniture & Equipment 28,463 10,908 5,000 7;000 7,000 7,000 Computer Equipment 0 10,229 12,300 16,000 16,000 16,000 Operation Equipment 0 0 0 0 0 0 . Computer'Software 0 0 0 0 0 0 . Total Capital Outlay 44,664 41,285 17,300. 48,000, 48,000 48,000 Total Budget Unit 703,596 740,943 887,164 988,148 988,148 9881-148 . 130 . ; 81 : Rc d F ud et : 2# "Ll Ztr:.ee#.:I~ h Program Summary 1998/99-Goals and Obiectives: This budget unit provides for the maintenance • Development of a Public Facilities Plan for and energy costs for street lighting and traffic streetlights. ` This plan will guide the future signals on public streets. 'Funding for installation of new streetlights throughout the City. streetlights and signals comes solely from State Gas Taxes distributed to cities on a • Periodic monitoring and replacement of wooden monthly basis. All maintenance work 'is done streetlight poles on a case by case basis as required. by contract and no city personnel are funded by this budget. The Engineering Department • Installation of new streetlights on a limited basis, manages this budget unit. using existing criteria, for enhancement of traffic safety, pending completion of the Comprehensive Public Facilities Plan. Program Highlights: 1996/97 Accomplishments: • Initiated and completed the wooden streetlight pole • Conducted testing of wooden streetlight testing. Replaced ten wooden poles that were poles for possible replacement. Findings are deteriorated. Discontinued the comprehensive pole that most of the wooden streetlights are sound replacement program based on test results. and do not need to be replaced. • Replaced ten wooden streetlight poles that were found to be deteriorated. 131 1S8J9 AcfQ ud T[... +d A a..... ~......................:...:p..::::::::::.:::::::.p.::::::::::. Af ::::::::::::::::::::::::t :::>::>::>:<:>::::>:>:<::::<:::>:<: 9!# 19 . ; 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 0 10,000 10,000 10,000 • Repair & Maintenance 11,085 12,269 155,000 70,000 70,000 70,000 Special Dept. Expense 0 274 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 (16) 450 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 283,147 259,833 320,000 350,000 350,000 350,000 • Insurance 0 0 0. 0 0 0 Library Materials 0 0 0 0 0 0 • Total Materials & Services 294,216 272,826 475,000 430,000 430,000 -430,000 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 294,216 272,826 475;000 430,000 43b,000 430,000 • 132 Policy and Administration Program Mayor & City Council Administration Human Resources Risk Management Network Services Finance Accounting Office Services Records Municipal Court City of Tigard, Oregon L City of Tigard, Oregon 1 }1 9 §i.atr t orsaiirt'>>:>>>!>?>:`>'`?<<>`<>>»:»»::::><:>:>: A~ iin~n . t Policy and Administration City city Administration Finance Mayor& Finance ' City Council Department city Administration Visioning Accounting Human Office Resources Services Risk Records Management Nelw ork Municipal Services Court OSEid : :f1ti8EiAk ........19.. . P.....................................................:....::.................::::.::::::::::::::::::::::::::::::::............................................................................. # Positions 29.00 31.00 32.25 35.00 35.00 -35.00 Personal Services 1,407,835 1,608,055 1,763,100 1,952,347 1,952,347 1,952,347 Materials & Services 674,950 696,632 744,166 . 993,444 1,011,069 1,011,069 • Capital Outlay 135,601. 80,524 91,100 93,025 93,025 93,025 • Total Policy & Administration - by Category 2,218;386 2,385,211 2,598,366 3,038,816 3,056,441 3,056,441 Mayor & City Council 50,044, 61,640 75,192 87,896 87,896 87,896 City Administration 363,332 377,093 406,902 475,119 475,119 475,119 Human Resources 303,376 269,854 312,472 333,254 333,254 333,254 Visioning 0 29;979 9,350 0 0 0 • Finance 175,898 118,061 121,605 128,676 128,676. 128,676 Network Services 1'89,605 267,168 323,942 458,122 458,122 458,122 • Accounting 431,000 485,099 543,647 637,757 655,382 655,382 Risk.Management 256,655 282,607 314,099 365,236 365,236 365,236 Office Services 211,424 216,672 208,279 228,641 228,641 228,641 • Records 92,536 100,835 , 114,995 125,297 125,297 125,297 Municipal Court 144,516 176,203 167,884 198,817 198,817 198,817 • Total Policy & Administration - by Dept. 2,218,386 2,385,211. 2,598,366 3,038,816 3,056,441 3,056,441 133 'lh City of Tigard, Oregon - i 1 - I 1 9; r g.. a. ted. ud .t . X X.: .aitixit t :........:::.::..:::::.:::.:............................:::::::::::::::.Y:::::::::.:::.::...............................................:::.:::::::.::::.::.:::::::::::.: : . :td:mtn ist. r ati~~i ::...:.::::::.:::::.::.::::::..:.:.....:..........................:.:...:.::.y...-.::::: . .1 X city Administration Mayor and City Human Risk Computer City Council Administration Resources Management Systems Visioning d'`te< ;Pry"iced i> a...... :I1<dia f i . :..1.96496;:.;; 9:;>:>:<:xi9#19~.:::::::::..:....:........:.............................. la [sr . ti.o.:.:: ............::.:.:.:...................h?..........-...:.::::::::::::..:::.::::::::::::::::...:......................................................::,.:::::::::::::::::::.::.::.:..:.::.:::::::,.:................................... # Positions 10.50 12.50 13.75 15.50 15.50 15:50 Personal Services 679,337 792,705 902,947 1,026,636 1,026,636 1,026,636 Materials & Services 426,678 448,585 492,439 614,762 614,762 614,762 Capital Outlay 56,997 47,051 46,570 78,230 78,230 78,230 Total City Administration - by Category 1,163,012 1,288,341 1,441,956 1,719,628 1,719,628 1,719,628 Mayor & City Council 50,044 61;640 75,192 87,896 87,896 87,896 City Administration 363,332 377,093 406,902 475,119 475,119 475,119 Human Resources 303,376 , 269,854 312,472 333,254 333,254 333,254 Visioning 0 29,979 9,350 0 0 0 Risk Management 256,655 282,607 314,099 365,236 365,236 365,236' Computer Systems 189,605 267,168 323,942 458,122 458,122 4581122 Total City Administration - by Dept. 1,163;012, 1,288,341 1,441,956 1,719,628 1,719,628 1,719,628 ® 134 .10 XXXX u rl atti! ~k . l .ar.:ad: ou f i • Program Summary: 1998/99. Goals and Obiectives: The Mayor and City Council are elected from > Develop an effective Volunteer Program. the City at large. The Mayor and City Council > Identify the City's commitment to Park Facilities formulate Citywide policy and law by: and Recreation programming to the year 2010. • > Identify, schedule and participate in specific > identifying problems and needs activities to promote and_facilitate Improvements to > establishing community goals 99W balanced with community interests. • > determining objectives > Define the City's Annexation Program. > developing and analyzing alternative > Define the City's responsibility as the lead means for achieving objectives agency, the course for the future of the Downtown. > establishing, priorities > Pursue a Long-Term Water supply solution. > developing programs > Identify tools and implement programs that > implementing programs Protect and Enhance the Community's , > acquiring feedback Aesthetic Qualities balanced with development - S such as planting 2000 trees by the year 2000. 1997198 Accomplishments: > Encourage and support private. sector programs to maintain diverse and affordable housing and S > Reviewed and confirmed policies for imple- protect Tigard's older housing stock. , mentation of Measures 47 and 50. > Promote better Public Transportation. > Develop a Comprehensive Public Facilities > Entered into an agreement with Washington Plan for construction, management, funding, and County to provide urban services for areas that maintenance of streets, sewers, sidewalks"and are unincorporated. streetlights. > Approved design standards for the Tigard Program Highlights: • Triangle and formed a- Design Evaluation Team for implementation of these standards. > Determine whether the City should go to the • voters in November 1998-to request funding. for > Participated in studies and action toward additional facilities and remodeling of existing securing a long-term water supply. facilities. S > Purchased several greenspace properties. > Consider for approval Tigard Beyond Tomorrow action plans and development of performance i > Provided comments and monitored the measures as presented by all departments.. progress and elements of Metro's 2040 program. > Administer election process for three Council positions to be considered by the voters in > Supported computer network and technology November 1998. upgrades. _ > Provide training opportunities for Council > Monitored regional transportation issues. members at'the National League of Cities Conference and the League of,Oregon Cities. _ S > Monitor progress of Council goals achievement., . S 135 s99. d-60 c~ ;Bud ...x :::;:::<:>:;<:::>:<:::::>::::<::::>:::::::::>::::>:::«<:::>::::>::::<::«<:::> art€.Or..:..R . or..<and;:Ct#..: ~..oun~tl::.: . Performance Measurements 1995/96 1996/97 . 1997/98 1998/99 Population served 35,021 35,925 36,500 36,680 Number of Council meetings 36 38 .38 38 Average hours of Council meetings 4.30 3.90 3.42 4.00 Number of ordinances adopted 35 42 13 20 Number of resolutions adopted 72 71 55 65 Full Time Equivalent Positions 1995/96 1996/97 1997198 1998/99 Mayor and City Council are paid $350 and $250, respectively, per month, to compensate for time and expenses of service. They are not considered as full time equivalent positions. Total Positions Service Level Standards 1. Exercise discretionary powers of the City, both legislative and executive, through the City Manager. 2. Adopt City laws and change 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. 136 • • 0 ;:31:11 etc ::>::<:>:<<:::::>::::>::>::::>::> ::::::::::::::>::::>::>:::>:::.»::<::>::>::>::::>::::>::::>::::::::»::>::::s:::: Ma....:.r..:a ...::Ga . 0 1;:►ada......... . ::::..:::::::::Rip o ;:::::;:;;;;:.::.;;>;;;:>:;:::;~:91~~af9~::::::::::'1:~5~613~::::>:11~~'/9.8>:::::<::'ta~~~<•;>:79981~...........1~ Personal Services Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages 8,055 13,350 16,200 16,200 16,200 16,200 Overtime 0 0 0 0 0 0 Worker's Compensation 48 37 55 38 38 38 Payroll Taxes. 701 1,157 1,404 1,404 1,404 1,404 Retirement 0 0 0 0 0 0 Group Insurance 20,730 17,379 17,356 16,503 16,503 16,503 Total Personal Services 29,534 31,923 "35,016 34,144 341144 34,144 o Materials & Services Water'Costs 0 0 0 0 0 0 Prof. & Contract Services 3,877 9,923 13,660 26,000 26,000, 26,000 Repair & Maintenance 113 137 1,000 1,530 1,530 1,530 Special Dept. Expense 764 1,438 1,350 1,760 1,760 1,760 0 Office Supplies 3,041 3,607 4,000• 5,000 5,000' 5,000 Advertising & Publicity 4,271 3,691 4,000 3,900 3;900• 3,900 Fees/Dues/Subscriptions 1,258 1,322 1,585 200 200 200 Travel & Training 6,362 8,933 10,831 12,002 12,002 12,002 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 175 576 1,900 360 .360 360 Insurance 0 0 0 0 0 .0. Library Materials 0 0 0 0 0 0 • o Total Materials & Services 19,861 .29,627 38,326 50,752 50,752 50,752 • Capital Outlay Land & Improvements 0 0 0 0 0 0 Building & Improvements 0 0 0 0 0- 0 0 Vehicles 0 0 0 0 0 0 Office Furniture A Equipment 649 0 0 0 0 0 0 Computer Equipment 0 90 1,850 3,000 3,000 3,000 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 . 0 Total Capital Outlay 649 90 1,850 3,000, 3,000 -31-000 0 • Total Budget Unit 50,044, 61,640 75,192 87,896 87,896 '87,896 o 137 • 0 d'S f X31315 d:.Eft . . 0 d rob. Program Summary: 1998/99 Goals and Obiectives: City Administration provides support to the' > Council Goals... Implement the 10 Council goals, monitor Council and is responsible for the overall operation progress and report regularly to Council on outcomes. . of the City by: > Enforcing City laws; applying Council policy. > Visioning... Incorporate Vision goals into Department > Expending funds as authorized in the budget. work programs. Monitor progress on Action Plan items. > Recommending policy for position or action to Coordinate activities with other agencies. Report quarterly Council on legislative, financial programs, to Council on progress. capital improvements, employment services and other matters as requested: > Community Awareness... Create opportunities to provide > Investigating and acting on complaints. citizens with information about City services and programs > Providing assistance to Council through and our accomplishments. meeting preparation, record keeping, meeting follow- up and ordinance codification. Program. Highlights: > Responding to requests pertaining to Council process and record. > Volunteer Program ...A full-time Volunteer Coordinator is > Coordinating local elections. working to enhance volunteer efforts and opportunities. > . Maintaining professional community and The goal is to place volunteers in' all City departments and business relationships with organizations, elected serve as a clearinghouse for other agency volunteer officials, outside agencies and others. programs. > Coordinating special events. > Providing information for distribution to > Citizen Involvement Teams (CIT)...The change to our citizens. monthly meeting implemented last year is continued. The > Providing information and being responsive to focus of the program continues to be citizen education and members of the media concerning requests on city citizen input on a variety of issues and concerns. issues. > Visioning... The implementation of the 'Tigard Beyond 1996/97 Accomplishments: Tomorrow' effort is incorporated into this budget unit. The annual Vision Task Force meeting will be held in the fall > Media... Instituted Fact Sheets to summarize with the annual report on progress issued to citizens at an Council agenda items for the press and citizens. open house in January. Measure 47...Regular reports to Council on City service impacts of Measure 47 and 50; cuts were made to delay or eliminate some expenditures. > 'Citizen Involvement Teams... Conducted survey to preview revised format that debuted in February. New format was favorably received and makes better use of City resources. >Visioning...Completed the initial work on 'Tigard Beyond Tomorrow.' The Vision Task Force, made up.of a diverse group of citizens, identif ied goals and addressed six different target areas. Action Committees, made up of citizens and staff members, developed strategies and action plans to address the goals. 138 • 12#3 V :'A Performance Measurements a 1995/96 1996/97 1997/98 1998/99 Population served 35,021 35,925 36,500 36,680 Citywide Newsletters (Issues per Year) 12 12 12 12, Customer Service Surveys 0 1 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 1995/96 1996197 1997/98 1998/99 City Manager 1.00 1.00 1.00 1.00 Asst. to City Manager/CIT Coordinator 1.00 1.00 1.00 1.00 City Recorder 1.00 1.00 1.00 1.00 Asst. to City Administration 1.00 1.00 1.00 1.00 Administrative Specialist (1/2 time) 0.00 0.50 0.50 0.50 Volunteer Coordinator 0.00 0.00 0.25 1.00 Total Positions 4.00 4.50._ 4.75 5.50 Service Level Standards A > 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 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. 4 > 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). 139 t :........................................Y...:...:...:.:::...::.::._:::::.:::::::::.::::::::::::.:::::::::. dr 312-0. Ci. fn ;A:.::.. ~~zed:...A.. . a 'tom:::: tua~.........AcE.. n IE d......... . A.:...:...:::::::..... P:.::.::.::.::.? 9 1.9 .6 78«t9899<:>:«::?it............................. :.::.::.::.:.:::.:::.::E? 00h 359..... 'X96........ . Personal Services Positions 4.00 4.50 4.75 5.50 5.50 5.50 Wages 218,140 243,699 249,182 290,642 290,642 290,642 Overtime 899 41 0 0 0 0 Worker's Compensation 918 666 1,152 903 903 903 Payroll Taxes 16,911 19,202 19,924 23;482. 23,482 23,482 Retirement 24,491 30,804 29,680 34,643 34,643 34,643 Group Insurance 11,895 11,226 18,772 23,640 23,640 23,640 Total Personal Services 273,254 305,638. 318,709 373,310 373,310 373,310, Materials & Services Water Costs 0 - 0 0 0 0 0 Prof. & Contract Services 9,402 4,719 8,200 16,350 16,350 16,350 Repair & Maintenance 112 137 4,885 1,825 1,825 1,825 Special Dept. Expense 6,492 6,514 10,050 13,000 13,000 13,000 Office Supplies 7,054 8,217 10,100 13,650 13,650 13,650 Advertising & Publicity 40,390 36,101 36,750 30,850 30,850 30,850 Fees/Dues/Subscriptions 4,359 2,733 2,894 2,870 2,870 2,870 Travel &Training 11,691 10,973 11,164 15,089 15,089 15,089 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 750 750 750 Rents & Leases 0 0 0 0 0 0 Utilities 171 461 300 350 350 _350 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 79,671 69,855 84,343 94,734 94,734 94,734 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 10,407 1,600 1,850 - 975 975 975 Computer Equipment 0 0 2,000 6,100 6,100 6,100 Operation Equipment 0 0 0 0 0 0 Total Capital Outlay 10,407 1,600 3,850 7,075 7,075 7,075 Total Budget Unit 363,332 377,093 406,902 475,119 475,119 475,119 140 Bta s :Y :':'::.i:i.ii.i.i:::{.::: '.:•::ii.iiiiiiii:C.:i:i:ii+i:i:?:::::'is::::: ::i?:;i is is~::::{.:i':i::::::,v'isii::'::•::::::::::'ii:ivii:::::::::<:::::'i::::i::::::::i:::::::i:::::i:::::::•i:: ii ::'::i::i:::::i::ii: ii .0 Hu~nar~::Resa~rce~:: ....:...:.:..:.:.:....:..:.......:.:....:........:.::..:,.:i . Program Summary: 1998-99 Goals and Objectives: Human Resources is responsible for providing • plan and'conduct training workshops for a comprehensive human resources system which will attract and retain the best qualified employees and supervisors personnel, comply with local, state and federal • Complete collective bargaining negotiations with laws, and provide managers with the support TPOA for contract ending June 1999 and assistance to competently manage their personnel resources. Program services include • Coordinate employee events including Employee employee benefit programs, recruitment and Benefit Fair, and Employee Recognition Program selection, job classification, wage • Review and update the current performance administration, labor relations, employee management system training, performance management, employee relations, equal employment opportunity, • Conduct all.required individual position personnel records administration, personnel classification and/or salary reviews in order to policy development and administration, human effectively maintain the City's classi ication and resource information systems and related compensation plans services. Additional services include • Manage the recruitment and selection process in employee recognition programs, special events, employee communications and a quick and effective manner while adhering to publications, wellness program, Employee equal employment and affirmative action Assistance Program, and new employee principles orientation. • Present Supervisor's Training Program 1997-98 Accomplishments: Program Highlights: Improved employee recognition-activities per The current contract with TPOA (Tigard Police Officers Council goal Association) will expire June 1999. Negotiations for this unit will begin during FY98/99. Implemented employee identification badge system The Citywide performance management system has not been reviewed in several years. This project will Began first Citywide Supervisor's Training update procedures, evaluation tools, performance Program standards, and documentation.. 0 Developed Citywide telecommuting policy Continued implementation of the City's Violence in the Workplace Report will include a new securitysystem. Conducted annual labor market- compensation with corresponding security badges, as well as ongoing • survey training for employees and supervisors in preventative and security measures. Negotiated new TPOA 3 year contract • HR will assist departments with efforts to maximize Conducted Employee Benefit and Wellness utilization of personnel resources including job Fair for 100+ employees evaluation and design, alternative scheduling, telecommuting, improved recruitment and selection, ' Recruited for new Urban Services positions benefit review, performance management, training, under the City/County agreement policy development, and employee recognition S programs. Conducted 66 recruitments as of February 1998 for positions throughout City departments • (35% above 96-97) i 0 141 4 1 I to I Bt[d ::>::>::>::>::<G' fT[ ark . v • 4 ~ . :'::71:IZ%.... . 0.1 . Performance Measurements 1995/96 1996/97 1997/98 1998/99 Total number of recruitments , 19 39 80 80 Total number of applications/resumes N/A 3550 2,500 2,600 Total number of positions filled N/A 43 84 80 Total number. of participants in training N/A 246 432 250 Total number of employee training program hours N/A 64 86 75 Total number of training sessions N/A 8 28 25 Total number of job classification reviews N/A 5 26 20 Total number of compensation reviews N/A 14 10 10 Total number of new employee orientation sessions 19 39 43 40 Total number of requests for assistance or information on employee benefits N/A N/A 550 600 Total number of personnel action forms processed N/A 156 720 750 Total # of employees attending City sponsored events N/A N/A 388 400 Full Time Equivalent Positions 1995/96 1996/97 1997198 1998199 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 Assistant 0.50 1.00 1.00 1.00 Total Positions 3.00 3.50 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 • Reviews for classification and/or compensation issues completed within 3 weeks of request 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 142 493f99 ::.::........:.c:...:ud . >:.;::;:.;:<:::::;::::;>::>:<::;.:;«::.:<.:;.;:.;::.;:::<;«: ...........:..9 <<<> uma .:Resa!~r.!~e~ teal:........ > Ado to <:'IF'ir? ' se > l .or. ...?etl..... #td ...............:.:.........:.::...::.:::.t .38:<-:::::>1:9[«< 9'819><'t989 ::sc Personal Services Positions 3.00 3.50 3.50 3.50 3.50 3.50 Wages 148,768 146,017 167,573 169,835 169,835 169,835 Overtime 434 3 0 0 0. 0 A Worker's Compensation 513 398 570 396 396 396 Payroll Taxes 12,348 12,654 14,257 14,682 14,682 .14,682 Retirement 8,678 18,031 20,109 20,380 20,380 20,380 Group Insurance 15,546 16,065 11,679 9,098 9,098 9,098 Total Personal Services 186,287 193,168 214,186 214,390 214,396 214,390 Materials & Services Water Costs 0 0 0 0 0 0, Prof. & Contract Services 871'692 53,851 63,197 73,755 73,755 73,755 Repair & Maintenance 79 245 300 0 0 0 Special Dept. Expense 7,233 7,781 .5,872 9,785 9,785 9,785 Office Supplies. 7,629 7,464 11,550 14,170 14,170. 14,170 Advertising & Publicity 7 149 0 0 .0 0 Fees/Dues/Subscriptions 803 2,510 3,972 4,969 4,969 4,969 Travel &.Training 3,754 4,970 10,895 12,110 12,110 12,110 Fuel Expenses 0 0 0 0 0 0 • Computer Software 0 0 0 600 600, 600 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 0 • Total Materials & Services 107,197 76,970 95,786 115,389 115,389 '115,389 Capital Outlay r Land & Improvements 0 0 0 0 0 0 S Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 0 0 0 0 • Office Furniture & Equipment 2,001 2,137 0 475 '475 475 Computer Equipment 7,891 -2,421 0 3,000 3,000. 3,000 Operation Equipment 0 0 0 0 0. 0 Computer Software 0 0 2,500 0 0 0 Total Capital Outlay 9,892 -284 2,500 3,475 3,475 3,475 Total Budget Unit 303,376 269,854 312,472, 333,254 333,254 333,254 S I - O 143 A t:>:<:<.> <iAdop.. . o . e d............ af..T •:::::;:::::2::5::: Yi::i::i:::::::::::i:::::s::i:>;::<;isi:: :.....:.....::............::::i:... `:::::i::::::........ "t U 1E : <a>591`»`'<:><:>1tf8. €AGtuaE AClt!G~......Q > :::1X5137>::;'i991981998199>1It99><<..II'....t.... aescn .:.Ea 9....96 Personal Services Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages 0 5,933 0 0 0 0 Overtime 0 0 0 0 0 0 Worker's Compensation 0 0 0 0 0 0 Payroll Taxes 0 454 0 0 0 0 Retirement 0 0 0 0 0 0 Group Insurance 0 0 0 0 0 0 Total Personal Services 0 6,387 0 0 0 0 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 0 14,970 1,000 0 0 0 Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0. Office Supplies 0 6,557 6,750 0 0 0 Advertising & Publicity 0 1,021 0 0 0 0 Fees/Dues/Subscriptions 0 0 0 0 0 0 'Travel & Training 0 1,044 1,600 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 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 23,592 9,350 0 0 0 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' 29,979 9,350 0 0 0 144 • • 19S 3f~39 G afTr ::..r. . • • Program Summary: 1998/99 Goals and Objectives: The Senior Analyst/Risk Manager is responsible to • Support Citywide Tigard Beyond Tomorrow visioning the City Manager for the following program areas: process • Risk Management - coordinating a Citywide risk • Support Solid Waste Efficiency Task Force program. This focus has resulted in a proactive approach in the protection of City assets from • Develop Special Events handbook for staff use losses that would unduly impact the City's • operations and its financial integrity. • Update ADA compliance plan for all City programs/services Solid Waste Oversight - a joint effort is being made by the City and Washington County to take a proactive approach to the significant changes occurring in the solid waste industry and in • meeting the Metro-wide Waste Reduction Goals; Special Proiects - for the City Manager. These Program Highlights: include serving as the Citywide ADA Coordinator for facilities, programs and services; staff support • . ADA compliance review of all City,facilities, for the Citywide visioning process; disaster programs and services complete. • financing resolution; emergency management plan review team; etc. • Solid Waste Efficiencies Task Force will be making recommendation to the City Council 1997/98 Accomplishments: regarding the city's role in regional solid waste issues as well as looking to review efficiency • • Reviewed and updated all insurance coverages recommendation of the haulers. for property, liability, and workers compensation. . Citywide visioning is timely for our community. • Worked with Council's Solid Waste Efficiencies The result of the visioning process will be Task Force to determine efficiencies for hauler 'direction for community-wide -decision makers implementation and the City's role in regional with the goal of decisions in our community solid waste concerns. being reflective of citizens' concerns and • Accomplished Americans with Disabilities Act • compliance review of all water facilities. desires. Compliance plan will be implemented over the next two years. • • Managed financial filings for two major storm events. FEMA funds received on all but two • requests which are ongoing projects at this time. • Upgraded process for better property and • liability claim tracking. • • Created and implemented process for obtaining State funding assistance for City's workers • compensation claims. • • Obtained on-line access from insurer for workers compensation claim files. • • • • • • 145 • • . : <:::>:<::«:::..... <::>::::>::; iii" >af Ti.....rc~ ....r . .»rt Fat. k... erg... Performance Measurements Objective: Reduce Exposure on Property & 1995/96 1996/97 1997/98 1998/99* Liability Claims # of Claims against City 31 27 21 20 # of Open Claims 4 6 8 0 # of No-Fault Claims Closed 15 12 11 15 # of At-Fault Claims Closed 12 9 2 5 Objective: Reduce Exposure on Workers' 1996 1997 1998 1999* Comp Claims # of FTE (Citywide) 195.61 205.61 226.16 242.51 # of Claims Filed 29 24 25 25 # of Time Loss Days Due to Injury 100 345 100 100 Experience Modification History- .090 .088 .094 .094 'Estimated "Experience Mod is computed on 1.00 being the average incident rate for similar work nationwide Full Time Equivalent Positions 1995/96 1996/97 1997198 1998/99 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 1.00 1.00 1.00 Total Positions 1.50 2.00 2.00 2.00 Service Level Standards • Answer correspondence within 6 working days of receipt • 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 • Coordinate employee safety training, ensuring monthly follow-up on Citywide Safety Committee recommendations • Investigate and respond to all ADA complaints filed with the City within 30 days of filing 146 ::.;:.;:.;:.;:.;:.;:.:;.;:.;:.;:.;;:<.;:.;:.;:.;:.;:.;:.;:.;:.:;.:;;;>;:::.;:.;;>::::>::;:.>::;::;»::;:Gtt:..>vt>Ti rcll<:tJr . ?fig.. nltl .......:..::..:..............................................::..::::::::::.:::::.::::::::::.::::::.:::::::::::::::.:::.::.:::..g:.::::::-.''- :eta:: ual<'>:>i:AcEua4!.....A.... .0 P :::::::::::::.:::::<::::.:.:<.:.:..::.:...:....:.::...:...:::.:..:..:..:..:.:.:...::::::::..:.::.:..::.:.::...: . c~ :::::191 5L9 >:<:'1:996197 : €199?198:: 598.93?! > ; . Personal Services Positions 1.50 2.00 2.00 2.00 2.00 400 Wages 62,622 76,796 87,086 91,496 91,496 91,496 Overtime 80 3 0 0 0 0 4 Worker's Compensation 315 235 406 292 292 292 Payroll Taxes 4,932 6,394 7,548 7,931 7,931 7,931 Retirement 6,945 8,270 10,450 10,980 10,980 10,980 Group Insurance 7,205 6,102 12,300 10,381 10,381 16,381 • Total Personal Services 82,099 97,800 117,790 121,080 121,080. 121,080 0 Materials & Services Water Costs 0 0 a 0 0 0 Prof. & Contract Services 5,611 1,683 6,220 5,170 5,170 5,170 Repair & Maintenance 0 21 0 40 40 40 Special Dept. Expense 1,305 0 200 0 0 0 Office Supplies 2,341 3,469 3,400 3,400 3,400 3,400 0 Advertising & Publicity 148 532 0 0 0 0 Fees/Dues/Subscriptions 1,403 1,717 1,550 930 930 930 A Travel & Training 2,258 2,020 4,850 8,370 8,370 . 8,370 Fuel Expenses 0 0 0 0 0 0 4 Computer Software 1,000 0 0 360 360 360 Rents & Leases 0 100 0 0 0 0 A Utilities 0 0 130 0 0 0 A Insurance 158,783 170,514 177,959 224,096 224,096 224,096 Library Materials 0 0 0 0 .0 0 Total Materials & Services 172,849 180,056 194,309 242,366 242,366 242,366 S 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 A Office Furniture & Equipment 1,707 2,515 0 1,790 1,790 1,790 Computer Equipment 0 2,236 2,000 0 0 0 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 1,707 4,751 2,000 1,790 1,790 1,790 Total Budget Unit 256,655 282,607 314,099 365,236 365,236 365,236 147 g 0 . st3fgs: <Aa t r.l Bilcl< t.. Program Summary: 1998/99 Goals and Objectives: Network Services department provides, computer and Continue to expand usage of network fax system. Use telephone services to all departments in the City. The of this system will reduce the cost of office equipment Director of Network Services is a part of the throughout the City. Administration Department and reports to the City Manager. Maintain the highest level of reliability for network services while keeping costs to a minimum. The computer network provides service and support to 200 personal computers located in all branches of Expand the capabilities of network computing to all the city government. It'is responsible for hardware departments. - acquisition and maintenance, and system-wide software acquisition and maintenance. Network Expand usage of NT and.Windows 95 in high-compute Services also provides consultation and assistance to areas, such as Engineering. all departments wishing to purchase department specific software and/or hardware. Implement. Internet access to more employees. The'telephone system provides deskset, cellular and Continue to expand new Accounting system, adding pager service to all departments. This includes several additional modules. ordering, scheduling of installations, purchase, and maintenance. Insure the software we purchase is Year 2000 compliant. 1997/98 Accomplishments: Program Highlights: Converted approximately one-half of the City computers to Windows 95. Absorb duties of the Core Group, centralizing all computer hardware and network maintenance within Installed multiple Windows NT 4.0 servers as Network Services. This provided many man-hours in application platforms in E-mail, Accounting, and each department, time previously required for local Groupware. computer problems. Hired and'trained a second Network Technician Expand World Wide Web presence for City of Tigard. enabling Network services to provide a higher level of response and support. Provide Internet Mail and World Wide Web access to all departments. Installed and implemented new Court software. Maintain Network reliability in excess of 94% Installed and implemented new Accounting software. We are currently supporting 200 computers Citywide, Installed and implemented new permit software. using two Network Technicians. This is approximately fifty percent of industry recognized staffing levels. We Began installation of network based fax system continue to provide a high level of service with minimal incorporated into current E-mail system. staff.' 148 et 1:98199 Act OwBud i'd txf>y<:>>>> Performance Measurements 1995/96 1996/97 1997/98 1998/99 Network Reliability - Percentage of Uptime 97 99 93 - 99 Computers upgraded from DOS to Windows 150 40 0 0 Computers upgraded from Windows 3.11 to 0 4 75 125 Windows 95 or NT Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998/99 Network Technician 1.00 1.00. 2.00 3.00. Network Services Director 1.00 1.00 1.00 1.00 Senior HR/Telecommunications Analyst 0.50 0.50 0.50 i Total Positions 2.00 2.50 3.50 4.50' Service Level Standards We will continue to provide rapid response to users requests for assistance. With the use of our new Computer History Database, we will be able to track'machine history and thus become more proactive in maintenance of equipment. We will respond to all trouble calls within two hours. We will have all non-working computers replaced within 24 hours. We will continue to perform scheduled network outages during off-hours and on weekends. We will keep the telephone directory current with adds, changes, and deletes. We will have a department intranet web page, displaying curent events, tips, tricks, etc. 149 '5?22''< #99#fI99Ad tedB -iga "xx >?3 - IIEt!nKC Sr~it . . t?..:.::::::. 9 1 3 1 9 99:«:: 819...... :<>>::::>:::::><::<:: 395x19::38 ................38................................................................... . Personal Services Positions 2.00 2.50 3.50 4.50 4.50 4.50 Wages 83,089 122,244 167,396 208,546 208,546 208,546, Overtime 654 969 390 11,807 11,807 11,807 Worker's Compensation 293 214 570 514 514 514 Payroll Taxes 6,771 10,268 14,480 19,099 19,099 19,099 Retirement 9,384 15,534 18,560 23,870 23,870 23,870 Group Insurance 7,972 8,560 15,850 19,874 19,874 19,874 Total Personal Services 108,163 157,789 217,247 283,711 283,711 283,711 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 17,836 27,001 34,190 34,050 34,050 34,050 Repair & Maintenance 9,940 28,146 16,080 32,055 32,055 32,055 Special Dept. Expense 0 7 0 0 0 0 Office Supplies 4,491 2,749 3,690 3,500 3,500 3,500 Advertising & Publicity 691 977 850 890 890 890 Fees/Dues/Subscriptions 11,994 7,102 8,105 6,145 6,145 6,145 Travel & Training 2,148 2,215 6,920 8,415 8,415 8,415 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 22,650 22,650 22,650 Rents & Leases 0 163 0 0 0 0 Utilities 0 125 490 3,816 3,816. 3,816 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 47,100 68,485 70,325 111,521 111,521 111,521 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 24,056 219 920 11,040 11,040 11,040 Computer Equipment 10,286 40,675 20,500 51,850 51,850 51,850 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 14,950 0 0 0 Total Capital Outlay 34,342 40,894 36,370 62,890 62,890 62,890 Total Budget Unit 189,605 267,168 323,942 458,122 458,122 458,122 150 00000 0 0 d y. 0 b r 0 t1 u°> 7><>>>?»<??»::::»:»[:>::><!'`:<>>?>>:'':'>so>:»:`s:>«>»[>><<'<><><><''?i€i<>»'>>><?! .:.P.::.::::::::.:::::.::.:..:::::........:..................................:.::.:..::::::.:::::.:::::: Polrc. ir on ice::€ Finance Ad m in istra tive Accounting Services :..9#':.:::.;5'<!<> tX99::::::::::::«x'19819..... F . # Positions 18.50 18.50 18.50 19.50 19.50 19:50 Personal Services 728,498 815,350 860,153 925,711 925,711 925,711 Materials & Services 248,272 248,047 251,727 378,682 396,307 396,307 Capital Outlay 78,604 33,473 44,530 14,795 14,795 14,795 Total Finance - by Category 1,055,374 1,096,870 1,156,410 1,319,188 1,336,813 1,336;813 Finance - 175,898 118,061 121,605 128,676 128,676 128,676 Accounting 431,000 485,099 543,647 .637,757 '655,382 655,382 Administrative Services 448,476 493,710 491,158 552,755 552,755 552,755 Total Finance - by Department 1,055,374 1,096,870 1,156,410 1,319,188 1,336,813 1,336,813 151 : ...1 ,t: ►c . . Y.::::::::::. . <...8. . nano Program Summary: 1998/99 Goals and ON The Director of Finance reports directly to the City Work with the Volunteer Coordinator to recruit volunteers Manager and is responsible for all financial for Finance Department activities. transactions of the City. This budget unit supports the.activities of the Director. The Department of Provide analysis and financial leadership in determining Finance includes Finance, Financial Operations, and the funding alternatives, for the Willamette River water Administrative Services. treatment and transmission project. Activities of the Finance budget unit include the Work with the various depart ments and citizen groups in management and issuance of debt" for General and the funding of park and open space projects and the City Enterprise, activities, the investment of public funds, Park Master Plan. the annual budget process, Long Range financial planning, Financial advice to the City Council, Review, all financial and administrative computer Boards and Committees, and Departments. software systems, upgrade as necessary to avoid failure due to the year 2000 date issue. 1997198 Accomplishments: Refine processes and procedures to increase efficiency and quality of work flows. Received the GFOA Distinguished Budget 4 Presentation Award for 1997/98 and the Award for Prepare the 1998/99 budget to ensure that Council goals 4 Excellence in Financial Reporting for 1996/97. are funded and that the Long Term Financial Plan is complied with. 4 Provided analysis of the impacts of ballot measures on City property tax revenues and provided Continue to organize City records and to manage them in 4 information to Legislators, Governor's, office, an efficient and professional"manner. Departments, City Council and the public. Ensure that Tigard Beyond Tomorrow goals and. Worked with Departments to update the Long Range objectives are included as appropriate in the budget. Financial Plan. A Program Highlights: Provided Financial analysis for water revenue bonds, general obligation bonds,for facility improvements, The 1998/99 budget for the Finance budget unit includes utility billing, budgeting, and financial planning. no new positions. The capital budget includes the - acquisition of a color printer and replacement office Amended the Municipal code to allow exemption of furniture. property taxes for non-profit low income housing projects. The sale of General Obligation bonds for facilities and for the Dartmouth Local Improvement District have been Updated policies and procedures to enhance anticipated in this budget. business tax administration and utility billing, and implemented the acceptance of-credit card payments The City will continue to participate in the budget and from customers. financial statement awards programs of the GFOA. 4 152 >32# XXXX Performance Measurements 1995/96 1996/97 1997198 1998/99 Level of Outstanding Debt 6,795,000 9,485,000 7,710,000 24,210,000 Amount of funds invested 31,033,000 35,000,000 33,000,000 53,000,000 Debt Issued 3,080,000 4,360,000 4,600,000 22,600,000 Total Finance Budget . 1,055,374 1,096,870 1;156,410 1,336,813 Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998/99 Director of Finance 1.00 1.00 1.00 1.00 Analyst 0.50 0.00 0.00 0.00 Total Positions 1.50 1.00 1.00 1.00 Service Level Standards Acheive a rate of return on investments that exceeds the state investment pool. Manage debt to ensure the lowest possible interest cost to the City. Manage Audit process to deliver final Audit report and financial statements to Council by October 15. Update Long Range Financial Plan prior to December 15. 153 198.9<<A: f'BEid et <>'>><' ?<><<>«'<<<`:.'>':.` r:> «><<<>.<<«>I'<»>'' <>>>`><`>> f : . :::::iiiiii:iiiiiii:fiii::ii::::i::i::i::ii::::ii:::::': ::::::iiii: ::C:'::::::::•::. iii:i..iii::iii::i::iiil?ii: i:'::::::::•:::iii::i::::i :.....:.....::i::i::i ::i::i::::i::i::i::i::i:: `::::i::iii::iii::i:.....iiiiii::i:i:::i::i::i::i::iii:' nn ' . ::v:ii:;..:C•.:.::!:•::.::::.i:.::.iiii: i:4: ii: is ~:W:: x: •::::':::::i'::i:::::i::i:::::i'::::ii i.is.:i';': ':'i•i:i:;niiiiiiiiiiii 'iii:' i:::: ::i::i::: . ~ctti«i::::' p P. . .........'..313X9 s tc~n<><:::> 99x19 ` 1 5iE~1 7 << P97 0 Personal Services Positions 1.50 1.00 1.00 1.00 1.00 1.00 0 Wages 86,894 68,773 70,500 72,615 72,615 72,615 Overtime 148 112 0 0 0 0 A Worker's Compensation 341 138 240 1,69 169 169 Payroll Taxes 6,874 5,667 5,627 6,033 6,033 6,033 A Retirement 9,675 9,015 8,460 8,714 8,714 8,714 S Group Insurance 7,056 5,380 ,5,697 5,460 5,460 5,460 0 Total Personal Services 110,988 89,085 90,523 .92,990 92,990 92,990 Materials & Services Water Costs 0 0 0 0 0 0 0 Prof. & Contract Services 2,565 470 22,000 22,500 22,500 22,500 Repair & Maintenance 11,841 3,769 0 0 0 0 Special Dept. Expense 0 166 0 0 0 0 Office Supplies 2,959 622 500 600 600 600 Advertising & Publicity 1,878 2,173 1,850 2,955 2,955 2,955 Fees/Dues/Subscriptions 8,391 4,242 4,855 6,256 6,256 6,256 Travel & Training 1,342 1,389 1,877 2,275 2,275 2,275 Fuel Expenses 0 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 28,976 12,831 31,082 34,586 34,586 34,586 Capital Outlay Land & Improvements 0 0 0 0 0 0 S Building'& Improvements 0 0 0 0 0 0 Vehicles 0 0 0 -0 0 0 Office.Furniture & Equipment 35,934 12,383 0 600 600 600 Computer Equipment 0 3,762 0 500 500 500 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 35,934 16,145 0 1,1,00 1,100 1,100, Total Budget Unit 175,898 118,061 121,605 128,676 128,676 128,676 154 0 1938lg <?i <ted€i i{ a ......................................::.Y.::::::::.:. .'<323Q Program Summary: 1998/99 Goals and Obiectives: 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 October 1, 1998. services. This includes utility billing, accounts receivable, accounts payable, payroll, fixed assets, Complete implementation, of new Windows Accounting. lien searches, inventory, preparation of financial and Software for General Ledger, Payroll, Accounts special request reports, business tax, alarm permit Payable, Cash Receipts and Assessment Accounting by processing, and centralized purchasing. December 31, 1998. 1997/98 Accomplishments: Convert MSL Utility billing software to Springbrook Windows Utility Billing software by September 30, 1998. The Comprehensive Annual Financial Report Integrate with Finance Software upon completion. (CAFR) was,completed for Fiscal Year Ended June 30,1997, and issued on December 10, 1997. Complete Request for Proposal for Banking Services, including a review of Cash Management Services. Received Certificate of Achievement for Excellence in Financial Reporting from GFOA for Comprehensive Annual Financial Report for Fiscal Program Highlights: Year Ended June 30, 1997. The Accounting Department has begun the process of Analysis of Debit and Credit cards was completed converting our DOS based finance software to a. new and implemented in the Court Dept. Based on the Windows program, which is Year 2000 compliant. success of this program, Utility Billing began accepting 'Debit and Credit cards in May 1998 for, We anticipate this project to be completed in FY98/99.-1 walk-in customers only. The completion of this project will streamline our processes, provide more timely information and Began implementation of new Windows finance increase reporting capabilities for management staff, software. Conversion started during FY97/98 and council members and citizens. should be completed by December 31, 1998. The Utility Billing section of the Accounting Department Reviewed cash management services with US Bank. will be converting their DOS program to a new Windows Implemented an investment "Sweep" account which program, which will be integrated into our finance allows the,City to earn interest on excess funds held software. in non-interest bearing accounts, such as a checking account. The completion of this project will greatly enhance our customer service capabilities. We will have the Implemented US Connections on-line service. This capability to offer different types of payment plans, and service allows finance staff to generate wire different types of billing options. transfers, look up account balances and process other automated banking services from a desktop By upgrading to an integrated utility system, we will P.C. eliminate a significant amount of manual work that was previously done to bring two unconnected systems Completed RFP for Audit Services. New auditors, together. Pauly, Rogers PC, Inc. were selected for a new 3 year audit services contract. Preliminary audit work began in June 1998. 155 s Performance Measurements 1995196 1996197 1997/98 1998/99 Payroll Checks Processed 5,805 5,900 6,000 6,100 Utility Bills Processed 87,422 89,000 91,500 93,000 S Accounts Payable Invoices/Checks Processed 19,250 19,500 20,000 20,500 Purchase Orders Processed 651 840 1,000 1,250 Lien Searches Processed 2,700 .2,750 2,875 3,000 Full Time Equivalent Positions. 4 1995/96 1996/97 1997/98 1998/99 Accounting Assistant II 2.00 2.00 2.00 3.00 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 8 Financial Operations Manager 1.00 1.00 1.00 1.00 Total Positions 8.00 8.00 8.00 9:00 8 0 0 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 bills processed and mailed - within 5 working days of meter read Cash receipts posted to accounts - 1 st working day after receipt of payment Issue Comprehensive Annual Financial Report by October 1, 1998 e 156 , 1 7.~93.39..{?~db ted>Bud et . !cf,T c><`<»«<><><?'<>€`€>> :::::.::::::::.::::::..::..::.:.:::::::::::::::::::::.Y.::::::...... 4 ........:.9::..::......::.:::::::::::::::::::::: kccodri ; .tad et.~nj#........... . n : At - . E 71:<::<:<::;f8'««1'989' .:.........I....:::: e -Personal Services Positions 8.00 8.00 8.00 9.00 9.00 9.00 Wages 253,836 289,684 301,637 341,942 341,942 341,942 Overtime 396 200 0 0 0 0 Worker's Compensation 984 708 1,026 797 797 797 Payroll Taxes 20,699 24,654 26,145 29,638 29,638 29,638 Retirement 27,115 33,551 32,862 37,038 37,038 37,038 Group Insurance 27,851 31,190 30,999 34,234 34,234 34,234 Total Personal. Services 330,881 379,987 392,668 443,650 443,650 443,650 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 34,890 35,851 43,800 57,985 57,985 57,985 Repair & Maintenance 2,552 5,029 .5,991 5,512 5,512 5,512 Special Dept. Expense 21 718 0 0 0 0 Office Supplies 39,288 48,573 51,709 56,029 56,029 56,029 Advertising & Publicity 915 777 1,430 2,375 2,375 2,375 Fees/Dues/Subscriptions 1,340 947 3,425 3,401 3,401 3,401 Travel & Training 2,045 3,115 5,724 6,170 6,170 6,170 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0 '54,400 72,025 72,025 . Rents & Leases 0 805 1,120 1,620 1, 620 1, 620 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 81,051. 95,815 113,198 187,492 205,117 205,117 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 16,914 2,583 1,430, 3,765 3,765 3,765 Computer Equipment 2,154 6,714 7,950 1,500 1,500 1;500 Operation Equipment 0 0 0 1,350 1,350 1,350 Computer Software 0 0 28,400. 0 0 0 Total Capital Outlay 19,068 9,297 37,780 6,615 6,615 6,615 • Total Budget Unit 431,000 485,099 543,647 637,757 655,382 655,382 i 157 • • • .e s • e a e • • • e City of Tigard, Oregon • • O e a e • e e e e e v v v ' sfi > > > <€::>«:>< < < < < > < < < « 1 8E99 0 6 :cf l.-BU Imo.:_:::.::: 9 bra' air#<:»> > > <«<`> ' : > < > . :~l.........:.:::::::.::...:..:.................. atraiairlro` ram«i« ><:><?««<`<`'<> : 'R.C :anrl otn . Administrative Services Office Records [fu cpal Services urt :tact::>r+ :isse d<:<>l ..s .......A ...............:...:...t~..::::::::.::::..::t?E?.::::: 9::::.:g t198199':< :.:..995 95::><<::: # Positions 9.00 9.50 9.50 - 9.50 9.50 9.50 Personal Services 286,629 346,278 376,961 389,071 389,071 389,071 Materials & Services 138,245 139,401 107,447 156,604 156,604 156,604 Capital Outlay 23,602 8,031 6,750 7,080 7,080 7,080 Total Admin. Services - by Category 448,476 493,710 491;158 552,755 552,755 552,755 Office Services 211,424 216,672 208,279 228,641 228,641 228,641 Records 92,536 100,835 114,995 125,297 125,297 125,297 Municipal Court 144,516 176,203 167,884 198,817 198,817 198,817 Total Admin. Services - by Dept. 448,476. 493,710 491,158 552,755. 552,755 552,755 • 158 ' :::.::::..:::.::.:..:::..:...P.................ff...........:..................:.:::::::::::.:.::.:::::::::::::.::::.:.......................:..:.:::.....:............................... .>..,r r"M 10 :32ff ....;:::>IE Ud i~t rtrtK..... . flffe:ervCs.::::;:::.:: . Program Summary: 1998/99 Goals and Objectives: The Administrative Services Manager is responsible Continue to offer internal general support services and to the Finance Director for the Office Services information processing services to meet section which provides Citywide support to City organizational workload demands. departments in: switchboard, mail services, meeting room reservations, coordination of large copy Focus on providing quality customer service through A projects, word processing, desk top publishing, switchboard contacts by timely response and by spreadsheet development, and data entry. directing phone customers to the appropriate A department or staff member. Provide word processing, editing, and desktop. publishing services to enhance the quality of work. product distributed by the City. Work with customers to meet their needs for meeting space. O A A 1997198 Accomplishments: Program Highlights: Service levels for switchboard, general support Replacement of five copiers will be done through state Q services and information processing services being contract rental. We are anticipating the change will met. result in better.quality copies and more reliable Q equipment. Information Processing is working with O Administration, Human Resources, and Public Works Review of statistics kept within the section. Identify to maintain an up-to-date Web site. functions, determine how the information will be useful, how the data will be tracked, and how the data Desktop publishing services continue to enhance will be presented. Key areas that have already been • materials being distributed by the City. Upgrades in targeted are: room reservations, the purchasing hardware and software have increased productivity function, court data entry, and follow up for the jobli6e. and allowed for a better variety in graphics. O 159 A . O 1 3818 Arlo torlBfid et? > > << <:><? > » ><< > > :<3.3 Performance Measurements 1995/96 1996/97 1997/98 1998/99 % of time-spent in Information Processing/Office Services Projects: Administration 180/o/47% 250/o/49% 400/o/40% 350/o/42% Community Development 230/o/28% 310/o/21% 290/o/33% 30%/30% Engineering 30/o/2% 30/o/7% 20/o/10% 30/c/8% Finance 15%/18% 7%/10% 30/o/10% 30/o/10% Library 130/o/1% 180/o/3% 130/o/1% 146/6/2% Public Works 30/o/1% 10/o/5% 20/o/5% 20/o/5% Police 250/o/3% 150/o/5% 110/o/1% 130/o/3% Postage Costs (avg/month) 2;525 2,125 2,800 2,800 Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998/99 Administrative Assistant 1 1.00 1.00 1.00 1.00 Administrative Assistant 11 1.00 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 heed, 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 • 160 :90.8-1-9.9 -A 'ted H d e ..:::::::.9.:::::::..:....................................::.::::::.::::::::::::::::..:::::.::.:.::.:: i:::::i::i`ib:: ":>Qf Ti d . 0 i... is iiiiiiiii :::::::::::::::::'~i,^+:{:v.:ii::i''i::'ii: ~''i:'♦': iiiiiiii::iii:": iiiii::i:::: .......ii. +Dff :Serv[ceS:.i:.isi::.;;:.;:.::>i:.i:.:.;: .............::.;:::.;'.>.i:.i:.;:.;:........................................................ r ....:::::::::::::::.::..::.:.:..................9........................::.:.:::::.::.::::::. 0 . :.::::::..:............................:.A..::::::::::::.::.:PP:::::: .s..cri.: ...pp.. ........9..........::::::::.::..:..:...................................................................................................................... Personal Services • Positions 4.00 4.00 4.00 4.00 4.00 4.00 Wages 68,583 108,807 118,104 122,757 122,757 122,757 Overtime 234 81 0 0 0 0 Worker's Compensation 448 278 402 286 286 286 Payroll Taxes 5,852 9,241 10,237 10,640, 10,640 10,640 Retirement 7,565 12,640 11,810 12,276 12,276 12,276 Group Insurance 13,579 12,955 12,509 12,151 12,151 12,151 Total Personal Services 96,261 144,002 153,062 158,111 158,111 158,111 0 0 Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 19,315 1,314 1;800 1,500 1,500 1,500 Repair & Maintenance 1,533 1,173 550 440 440, 440 Special Dept. Expense 0 . 0 - 0 0 0 0 0 Office Supplies 74,030 67,282 47,354 60,045 60,045' _ 60,045 . Advertising & Publicity 325 298 0 0 0 0 Fees/Dues/Subscriptions 65 -501 0 0 0 0 0 Travel & Training 330 0 600 600 600 600 FuelExpenses_ 28 213 170 170 170 -170 Computer Software 0 0 0 685 685 685 Rents & Leases 675 797 175 1,090 1,090 1,090 Utilities 0 0 1,068 500 500 500 Insurance 0 0 750 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services 96,301 70,576 52,467 65,030 65,030 65,030 0 Capital Outlay o Land.& Improvements 0 0 0 0 0 0• Building & Improvements 0 0 0 0 0 0 0 Vehicles 12,103 0 0 0 0 0 Office Furniture & Equipment 6,759 369 0 0 0 0 Computer Equipment 0 1,725 0 5,500 5,500 5,500 Operation Equipment 0 0 2,750 0 0. 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 18,862 2,094 2,750 5,500 5,500 5,500 0 Total Budget Unit 211,424 216,672 208,279 228,641 228,641 228,641 0 161 0 19981.9..: d Gtt it Program Summary: 1998/99 Goals and Objectives: The Administrative Services Manager is responsible Document preparation and maintenance microfilming of to the Finance Director for Central Records. City Council records, building jackets, commercial Records provides Citywide support for file plans, and police death cases. management. Responsibilities include file development, filing, records retrieval, and Relocate files stored off-site to a new facility. coordination of records destructions and microfilming. The City's records management Annual records destruction. program provides a means for control of inactive. records,, framework for legal protection, allows for Continue to provide staff and citizens with timely access timely destruction of records, and efficient use of to records. space. Review and update of e-mail policy. Audit of e-mail to determine compliance with policy. 1997198 Accomplishments: Program Highlights: Annual microfilming is on schedule. Archived records moved into a records storage center." Annual.records destruction completed. Implement new retention schedule. Prepare for additional destruction of records based on the schedule. Review of local and state retention schedules is completed. Adoption of the new municipal retention Provide training opportunities on Windows version of schedule. Clerks Indexing. Preparation of files to be moved into a records center. DOS based record tracking database moved to a Windows version of the software. • 162 81#x#....:...: d....:ti.....:::::::::::::::.:..:.....................:::::::::.:.........................................................................:..::::.:.::::::..:::................:.............:.............. 3: Ham...... ~ Performance Measurements 1995/96 1996/97 1997/98 1998199 Records Requests 621 591 650 650 Files pulled 1,842 1,899 1,900 1,950 Avg. time to locate/fill request 36 min 41 min 34 min 30 min % of requests filled 96 98 99 99 Copies provided 7,239 11,607 13,000 11,700 Newfiles created 1,665 3,040 3,600 3,500 A Hours spent on document prep (per year) 892 1,139 1,000 1,000 Full Time Equivalent Positions 1995/96 1996/97 '1997198 1998/99 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 1.00 1.00 1.00 Total Positions 2.00 2.50 2.50 2.50 Service Level Standards • s 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 .163 8>Aid0 ted:BW iat >af T : . Y . <<<' 01 Records Pp::::.::::::.P.::::::::::. t3esc:r::i: t'71~38; Personal Services Positions 2.00 2.50 2.50 2.50 2.50 2.50 Wages 59,514 64,311 74,083 77,858 77,858 77,858 Overtime 598 134 0 0 0 0 Worker's Compensation 238 .108 252 181 181 181 Payroll Taxes 41-581 5,112 6,421 6,748 6,748 6,748 Retirement 6,648 6,626 7,929 8,322 8,322 8,322 Group Insurance 10,117 7,046 8,165 7,973 7,973 7,973 Total Personal Services 81,696 83,337 96,850 101,083 101,083 101,083 . Materials & Services Water Costs 0 0 0 0 0 0 Prof. & Contract Services 4,861 6,464 12,080 15,400 15,400 15,400 Repair & Maintenance 1,572 1,399 1,000 1,100 1,100 1,100 Special Dept. Expense 0 0, 0 0 0 0 Office Supplies 1,528 1,468 1,200 2,044 2,044 2,044 Advertising & Publicity 0 484 0 0 0 0 Fees/Dues/Subscriptions 260 1,725 2,110 1,935 1,935 1,935 Travel & Training 689 1,851 1,755 3,455 3,455 3,455 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 475 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 8,910 13,866 18,145 23,934 23,934 23,934 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 1,930 240 0 280 280 280 Computer Equipment 0 3,392 0 .0 0 0 Operation Equipment 0 0 0. 0 0 0 Computer Software 0 0 0 0 0 0 Total Capital Outlay 1,930 3,632 0 280 280 280 Total Budget Unit 92,536 100,835 114,995 125,297 125,297 125,297 164 €119f~SAo et.......:.......:..........................................................................................................::.::::..:.:..:.............................:.:::.:::::.:.:.:.:.::.:::. t d' "d ::::<nK::>:::3?ft Ilif ICS. _ . . Program Summary: 1998/99 Goals and Obiectives: Municipal Court provides a local forum for the Continued processing of traffic, parking, limited resolution of parking and minor traffic citations, misdemeanor and civil infraction cases. limited misdemeanors, and civil infractions. The Municipal Court Judge is responsible to City Council Develop policy on use of default judgments and for the judicial functions of the Court. The implement. Administrative Services Manager reports to the Finance Director and is responsible for the Move Springbrook data into an Access program. administration of the court and coordinates with the Municipal Judge in the development of Court policy Municipal Court study will be conducted as noted in the and procedures. Visioning plan. • 1997/98 Accomplishments: Program Highlights: • New court software installed, staff trained, and Document procedures for maximizing the use of the migration from the Springbrook begun. FullCourt software.. Pre-collect process through Transworld, Inc. was Additional software license will allow increased automated.. Information can now be downloaded efficiency in assignment of workload. Entry of new from the FullCourt system on a disk and uploaded citations and collections work can be assigned to Office into the Transworld database. The new information Services staff when needed. is then transmitted to Transworld, Inc. by modem. Review collection of cases which" have passed the five Acceptance of credit cards for payment of financial year DMV suspension period. Determine if re- obligations implemented. suspending the cases is appropriate and what the staffing and financial impacts will be. • Bail and fine schedules updated to reflect legislative changes. Continue use of pre-collect and collection services:to maximize collection of Court ordered fines and fees. 165 • €19g819Ai a #ir:E3ud # Performance Measurements .1995/96 1996197 1997/98 1998/99 Traffic citations processed 5,549 6,603 6,000 6,600 Drivers' licenses suspended 1,331 1,155 1,000 1,125 Bail refunds 478 1,010 750 1,000 Court revenue 259,428 347,264 312,000 347,000 Full Time Equivalent Positions 1995/96 1996/97 1997/98 1998/99 Administrative Services Manager 0.50 0.50 0.50 0.50 Administrative Specialist II 2.00 2.00 2.00 2.00 Administrative Specialist 1 0.50 0.50 0.50 0.50 Total Positions 3.00 3.00 300 3.00 Service Level Standards Counter assistance: Immediate. Not more than five minutes during'arraignments. Process minor traffic citations: Scheduled within 30 days of arraignment. Trials: Trial date within 60 days of plea. Issue suspension notices: Weekly Pre-collect services: Cases sent twice per month. Collection services: Cases sent monthly. 166 :13819<da 1 A 1 IIllulr~~c>! ed< A~ttta ::e rr ti n:::«<:::<:::»::::>::::>::1;935 .......f6.. Personal Services Positions 3.00 3.00 3.00 3.00 3.00 3.00 • Wages 84,272 89,235 94,960 99,013 99,013 ' 99,013 Overtime 201 41 0 0 0 0 • Worker's Compensation 361 244 323 231 231 231 Payroll Taxes 6,632 7,628 8,231 8,582 8,582 8,582 Retirement 9,693 10,186 10,016 10,437 10,437 .10,437 i Group Insurance 7,513 11,605 13,518 11,614 11,614 11,614 • Total Personal Services 108,672 118,939 127,049 129,877 129,877 129,877 Materials & Services , Water Costs 0 0 0 0 0 0 Prof. & Contract Services 28,914 28,451 33,360 58,520 58,520 58,520 • Repair & Maintenance 160 170 135 50 50 50 Special Dept. Expense 0 0 25 55 55 55 Office Supplies 900 998 1,000 2,170 2,170 2,170 • Advertising & Publicity 253 63 0 0 0 0 Fees/Dues/Subscriptions 481 371 365 395 395 395 Travel & Training 2,326 3,505 1,950 2,750 2,750 2,750 Fuel Expenses 0 0 0 0 0 0 • Computer Software 0 21,401 0 3,700 3,700 3,700 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 33,034 54,959 36,835 67,640 67,640 67,640 ' • 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 2,810 609 0 1,300 1,300 1,800 Computer Equipment 0 1,696 4,000 0 0 0 Operation Equipment 0 0 0 0 0 0 Computer Software 0 0 0 0 0 0 • Total Capital Outlay 2,810 2,305 4,000 1,300 1,300 1,300 Total Budget Unit 144,516 176,203 167,884 198,817 198,817 198,817 167 fi Genera! Government City Wide Support City Attorney r i V' Ir f r City of Tigard, Oregon Arl City of Tigard, Oregon i -do 99819f . »erferal Grier General Government City Wide city Support Attorney . pct 9wM ><>><?<Descr" °tiiri> t:.919 # Positions 0.00 0.00 0.00 0.00 0.00 0.00 Personal Services Materials & Services 389,737 350,940 446,225 335,213 337,213 337,213 Capital Outlay 385 0 0 0 0 0 Total Non-Departmental - by Category 390,122 350,940 446,225 335,213 337,213 337,213 Citywide Support 196,722 213,797 257,725 275,213 277,213 277,213 City Attorney 193,400 137,143 188,500 60,000 60,000 60,000 Total Non-Departmental - by Dept. 390,122 350,940 446,225 335,213 337;213 337,213 168 3.98f3a x. X. : ........................::::......:::::::::::::::::.:::::::::::::.:.Y.:::::::::::::..:;:.:;:.;:.; -Te W .W G erg: ?Dvmma 1: Xx The Director of Finance is responsible to the City Manager for management of the General Government r program. This budget unit includes Citywide 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. However, all costs directly related to departments, have, for the first time, been moved out of this budget unit to the appropriate departments budgets. r i >i4 . . ::::.:::::::::::::::::::.::.::::....:::::...:.......................................:......::::::.:::::::..:.:............:::::.::::::.:..:.::.:::PF.............................. . < <<>> ..9..961 > J96 7«><: 1:9 . $ 19 >98199 F. << i Materials & Services Prof & Contract Services 200,070 148,101 212,500 84,000 84,000 84,000 Repair & Maintenance 79 79 0 0 0- 0 Special Dept. Expense 110 0 0 0 0 0 • Office Supplies 5,484 1,431 0 1,500 1,500 1,500 Advertising & Publicity 0 0 0 0 0 0 Fees/Dues/Subscriptions 26,828 28,408 33,925 32,673 34,673 34,673 Rents & Leases 0 427 0 30,000 30,000 30,000 Utilities 157,166 172,494 199,800 187,040 187,040 187,040 Total Materials & Services 389,737 350,940 446,225 335,213 337,213 337,213 • • Capital Outlay Computer Equipment 385 0 0 0 0 0 Total Capital Outlay 385 0 0 0 0 0 Total Budget Unit 390,122 350,940 446,225 335,213 337,213 337,213 169 193813E3 112ii ' tei Biid < <:<> >::::<:<:>::>:;::'::>:>`: > ? > < > . ::»:::>::::>::><::::>::>:<:>::>>::::>::::>::::JkG[tiaf::>::::>::>::>::>::::14tt~l::::»»'si#Q....::;>::>::::f e A io P:..:.....tom.... „ <>''>:>i ggg jgg:>>?>: 998183€>'..... f99 : . New 8........ # Materials & Services Prof & Contract Services 6,670 10,958 24,000 24,000 24,000 24,000 24,000 Repair & Maintenance 79 79 0 0 0 0 0 Special Dept. Expense 110 0 0 0 0 0 0 Office Supplies 5,484 1,431 0 1,500 1,500 1,500 1,500 Fees/Dues/Subscriptions 26,828 28,408 33,925 26,173 32,673 34,673 34,673 Rents & Leases 0 427 0 0 30,000 30,000 30,000 Utilities 157,166 172,494 199,800 187,040 187,040 187,040 187,040 Total Materials & Services 196,337 213,797 257,725 238,713 275,213 277,213 277,21,3 Capital Outlay Computer Equipment 385 0 0 0 0 0 0 Total Capital Outlay 385 0 0 0 0 0 0 Total Budget Unit 196,722 213,797 257,725 238,713 275,213 277,213 277,213 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 Office Supplies & Expenses: Office Supplies 1,500 Total Office Supplies & Expenses 1,500 Dues for membership in state or regional organizations: Tualatin Valley Economic Development Commission 4,700 Metropolitan Services District 3,500 Boundary Commission 1,834 League of Oregon Cities: Dues 12,838 Livable Communities 733 Transportation project 1,834 Other 734 National League of Cities dues 1,500 Growth Management Caucus 5,000 Metro Parks and Greenspace Inventory 2,000 Total dues for membership 34,673 Rents & Leases: Schramm Building Lease 30,000 Total Rents & Leases 30,000 Utilities for public facilities Natural Gas 16,560 Telephone 60,000 Water/Sewer/Storm 42,510 Electricity 67,970 Total utilities for public facilities 187,040 170 Debt/CIP/Contingency Debt Service Capital Improvements Contingency I r r r Iw9 i City of Tigard, Oregon City of Tigard, Oregon ...........g..........r........:: XXXX _X 5: The debt service program is managed by the Director of Finance who reports directly to the City Manager.. The City has three types of debt currently outstanding. They include general obligation bonds secured by the City's authority to 'levy property taxes -and assessment bonds secured by installment payment contracts with property owners. Also included are short term bond anticipation notes secured by the City's full faith and credit and the ability to assess property owners when the related project is complete. The City's current outstanding debt is as follows: General Obligation Assessment Notes Total 98/99 1,674,615 112,012 4,718,656 6,505,283 99/00 251-030 84,040 335,070 00/01 257,000 22,810 279,810 01/02 246,987 22,810 269,797 02/03 256,637 130,280 386,917 03/04 17,750 17,750 04/05 17,750 17,750 05/06 363,875 363,875 Total: 2,686,269 771,327 4,718,656 8,176,252 The assessment maturities in 02/03 and 05/06 include term bonds that can be called prior to maturity. As assessment payments are made, bonds will be called as funds allow. Existing debt levels have no-direct impact on current or future City operations. Note that a large portion of general obligation debt will reach it's final maturity in 1998/99. This will be the last year of debt service on the road bonds issued in 1989. This final maturity creates a reduction in the debt service property tax levy in the following year of $.50 per thousand. Legal Debt Limit Oregon statutes limit local govemment debt to 3% of true cash value. The debt limit calculation excludes debt related to assessments therefore only outstanding general obligation. debt is subject to the limitation. The limit for 1998/99 will be $86,460,570 based upon the estimated assessed value of $2,883,019,377. Future Debt Plans • The City has received. contracts from property owners to pay assessments on Local Improvements in installments. The City anticipates issuing assessment bonds in November 1998 in the amount of $3,500,000 to be repaid over a period of ten years. In addition, the City is contemplating a bond measure for the November 1998 ballot that may request authority from voters to issue bonds up to $18,000,000,for the addition and renovation of City facilities. The • bonds, if approved, will be general obligation and will be repaid with property tax levies over the • next twenty years. • The following tables and graphs depict future debt service requirements in total and by debt service type. Also presented are schedules detailing required debt service expenditures for fiscal year 1998/99. s • 172 • • 1..:.:.::. ? • • • ;.<a. . X; x • GENERAL OBLIGATION BONDS- Paid from property taxes Refunding Bonds 1,674,615 • " i BANCROFT IMPROVEMENT BONDS- Paid primarily from Special Assessments Pre 1984 Bancroft Bonds 10,000 • PacTrust LID 164,964 Lincoln/Locust Street LID 46,300 • 1993 Refunding 112,305 333,569 • BOND ANTICIPATION NOTES- Dartmouth Street LID 4,718,657 TOTAL 1998/99 DEBT SERVICE .6,726,841 • • Debt Service by Type Bond Anticipation • Notes . 76% miss, n: n,,:+vm;: is :::::.::.......n } ....C .::::.v,:w.v:?:.v::,::v:::......y::::::::.}w::: x+ivti-i:L?t•>;:::::'+ ~:i?^:wnw::: n:, ' +inti+•i. ~:4 (,'M1 • Bancroft • Improvement Gen. Obligation 8% 16% • • • 173 . 99>:;:> o eclBud '<>'>><?':?>_:'><'>">';[<>?>:»:>»i>?€>€€>'.>>'.>€:€>?€€>'.€ «>:»:>'»<<[>'<>> >!><?9<€{<> 1$t tt :::::::::::l 9........... Projected Annual Debt Service , 7,000,000.., 6,000,000- F 5,000,000- W U 4,000,000 Q a 3,000,000 ;c Q 2,000,000 i f t 1,000,000 F F F 1999 2000 2001 2002 2003 2004 2005 2006 2007 Fiscal Year - 0Bancroft Imp Bonds ®GO Bonds ElAnticipation Notes Debt Service program expenditures are shown below: Actual Actual Adopted Proposed Approved Adopted Program Expenditures 1995/96 1996/97 1997/98 1998/99 1998/99 1998/99 General Obligation Bonds 1,563,519 •1,596,095 1,651,235 1,674,615 1,674,615 1,674,615 Bancroft Improvement Bonds 376,225 521,862 514,315 333,569 333,569 333,569 Bond Anticipation Notes 3,208,686 4,449,666 0 4,718,657 4,718,657 4,718,657 Amounts Held in Escrow 1,715,653 0 0 0 0 0 Total Debt Service 6,864,083 6,567,623 2,165,550 6,726,841 6,726,841 6,726,841 174 • • tgg#31g>>Ado t d..B. . • ::::::::::::::::::<;::::«::::it' ' ard'Cre • • . • Projected Annual Debt Service . General Obligation Bonds • 1,800,000- 1,600,000- 1,400,000- 1,200,000- U) • 1,000,000 ; 0 800,000 • 600,000 • Q 400,000 • 200,000 1999 2000 2001 2002 .2003 Fiscal Year • • ® Interest O Principal • 1998/99 debt service on the outstanding General Obligation Bonds is as follows: • G.O SERIES Date Interest Principal Total • 1993 Series A 1/1/99 52,308 52,308 • Advance Refunding Bonds 7/1/99 52,307 1,570,000 1,622,307 Original issue $6,935,000 • Total General Obligation Bond Debt Service 104;615 1,570,000 1,674,615 • • • • • • • 175 . • 49#3J.9...~ Ae1e;d a X X., :::.::::.::::::.Y :::.........9 a 9 : Projected Annual Debt Service Bancroft Improvement Bonds 400,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 350,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 300,000 m U - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 250,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - m 200,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 150,000 c Q - - - - - - ------------00,000 , 50 000 0 1999 2000 2001 2002 2003 2004 2005 2006 Fiscal Year Principal ❑ Interest 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. 1998/99 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 4,964 8/1/98 145,000 149,964 8/1/98 15,000 15,000 1991 -A Lincoln/Locust St_ 3,150 8/1/98 3,150 3,150 2/1/99 40,000 43,150 19938 - Current Refunding 14,670 12/1/98 14,670 .12,635 6/1/99 85,000 97,635 Total Bonds 38,569 295,000 333,569 1998 Bond Anticipation Notes - Dartmouth Street 93,657 12/1/98 4,625,000 4,718,657 0 93,657 4,625,000 4,718,657 Total Bancroft Debt Service 132,226 4,920,000 5,052,226 176 » Ors` a >`<><'>..... 1 .i M. ..a a . V........................................................................ . : 5x X, OTO 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 the Citizen Involvement Team (CIT). This process gives citizens the opportunity to discuss the CIP proposal, add projects and prioritize , projects. After input is gathered from the CIT, 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 • designates the specific projects that will be completed in the coming year. While the CIP process is progressing, the Budget process is also underway. The budget includes . the total appropriations for capital improvements.in each fund. 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 these 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 . 1998/99 fiscal year and in future years. Water projects are shown in detail for the 1998/99 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. The operating budget has been increased in several areas to deal with the impacts from capital • spending. Capital spending for purposes of this discussion include capital projects - and improvements to public infrastructure. The affects of capital spending on the operating budget can be seen in the following areas: 177 . 99-W- .:.::A.: a .:.ed.:Sud . E:.:::::::::::::::.:::::::::::.::::::::: ::«::Ta`'a: a<?<?'_><<>>>>> P ? €:€<:..Pr. ram:.S "M ....::::::<:;<::;<:::>:::«::<:;:::< General Capital Projects Two large projects included in this category include the replacement of the Library roof and the repair.of windows and roof flashings on City Hall facilities. Both of these projects will diminish the time and materials needed to address leaks in roofs and windows and allow building maintenance personnel to pay more attention to preventive maintenance. State Gas Tax Projects The $200,000 increase in the Pavement Major Maintenance Program will allow the slurry sealing of additional streets in an effort to preserve existing infrastructure. Although new streets have been added to the City's responsibility over the past several years, no new staff have'been added in the street maintenance area in part due to this increased program. Storm Drainage Projects Three drainage projects including Park Street, 118th Court and Lincoln Street are all designed to address current.drainage problems in these areas and to lessen the need for storm maintenance activities. Parks System Development Charge Projects Park projects tend to have the most direct affect on the operating budget because most park improvements require ongoing maintenance; especially those involving grass and landscape areas. The Cook Park expansion is the first phase in a several year process of adding ballfields, bathrooms and parking areas to the existing park. The operating budget includes two. new positions at an estimated cost of $109,000 one of which will be primarily dedicated to increased maintenance of the expanded park facilities. Also included, is turf renovation equipment for-" ballfield maintenance estimated at $28,500. The Parks CIP budget includes over $450,000 in trail improvements. The City has been working for many years to acquire right-of-way and to connect the City's pedestrian and bike trail system. In recognition of the increase maintenance of a larger trail system, the operating budget includes a path mower estimated at $15,000 'The materials and services portion of the park operating budget has been increased over 28% to provide for the increased facilities, increased use by the public and increased maintenance needs resulting from capital spending. Willamette River Treatment Facility • The City of Tigard is leading an effort to develop the Willamette River as a water source for the region. The eventual completion of this project will provide.the City with it's own water source. • The City will save the funds it is now paying for wholesale water from neighboring water providers but will assume it's share of the,treatment plants operating costs. These costs have not yet been determined as the project is still in the early feasibility.and design stages. 178 19 8 9 ; A i : 6d Htiet k s:<:><:><>:::::::>:.:;:::::;<::<:>:« :::::::::::<:<:>><::....... <<:>:»<<:><:»<<:: t E ~.:::::::.........::.:..::..:::..:::..............:.:::::::.:,::.:::::.1 >::»<»::>::><»::»>::»::;>::»::;;::;«<:6asCaP i#aEl rvtittt P :::::..::.:...::....:.:::.::.::.::..::..:....p........:::. Project Summary General 133,707 314,336 472,360 1,372,800 • Sanitary Sewer 86,863- 151,840 2,000,000 5,000,000, Storm Sewer 405,816 100,500 1,402,980 1,,3001000 • Water 283,302 959,782 .5,380,700 6,460,000 Street/Overlays 2,031,369 2,175,644 4,752,444 5,146,000 Parks 168,353 251,178 2,498,561 2,165,394 Local Improvements (LID) 253,019 871,908 1,800,358 71,208 • Other 22,486 156,098 403,704 1,063,848 i Total Capital Projects 3,384,915 4,981,286 18,711;107 22,579,250 Fund Summary General Fund 133,707 314,336 457,360 1,350,320 • Facility Fund 450 152,773 403,704 823,848 Tree Replacement Fund 0 3,325 246,200 216,000 Sanitary Sewer 86,863 151,840 2,000,000. 5,005,620 • Storm Sewer Fund 405,816 100,500 700,000 505,620 Water Fund 278,904 273,110 1,602,096 1,815,620 State Gas, Tax Fund 1,034,787 983,014 822,991 805,620 . Traffic Impact Fee 891,451 1,192,630 3,500,000 3,700,000 . Traffic Impact Fee-Urban Sv 0 0 444,453 646,000 Parks SDC Fund 18,825 243,332 1,430,000 1,497,000 • Water Quality/Quantity 0 106,483 702,980 800,000 Underground Utility 0 .0 130,000 240,000 Water SDC 4,398 580,189 3,000,000 500,000 Special Assessment Impr. 253,019 871,908 1,670,358 71,208 . Park Levy Improv. Fund 22,752 2,296 191,137 193,394 Bull Mountain Rd. Fund 105,131 0 0 0 Water CIP Fund 0 0 778,604 4,150,000 . Metro Greenspaces 126,776 5,550 631,224 259,000 Other funds 22,036 0 0 0 Total Capital Projects 3,384,915 4,981,286 18,711,107 22,579,250 179 . :190:8 -90 W. But : a# ..:tf tta rza v. m~ents . .1 -.09 w Proiect Summary: GTE parking area project 0 7,500 7,500 City Hall window/flashing project 0 70,000 70,000 Downtown Merchants 27,000 27,000 27,000 Library Roof Replacement 100,000 100,000 100,000 Pick's Landing Bike Path 14,400 14,400 14,400 Englewood Park Bike Path 36,000 36,000 36,000. Jack Park Playground 53,000 53,000 53,000 Canterbury Site renovation 28,100 28,100 28;100 Main Street Property. Improvements 90,000 90,000 90,000 Contribution to Facility Fund 780,000 780,000 780,000 91 st Ave. Grant project 166,800 166,800 1:66,800 Total Projects 1,295,300 -1,372,800 1,372,800 Funding Summary: General Fund 1,272,820 1,350,320, 1,350,320 Sanitary Sewer Fund 5,620 5,620 5,620 Storm Sewer Fund 5,620 5,620 . 5,620 Water Fund 5,620 5,620' 5,620 State Gas Tax Fund' 5,620 5,620 5,620 Total Funding 1,295,300 1,372,800 1,372,800 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 included signs, flower baskets, benches and garbage receptacles. This budget includes unspent funds from 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 $100,000 per year. The $780,000 contribution includes $180,000 for the Police Facility remodel and $600,000 for property acquisition. Both of these costs may be repaid by the issuance of Bonds for City Facilities. The Main Street Property Improvement 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 City received a grant for the 91st Avenue sidewalk improvement project in the amount of $166,800. The library roof replacement will entail a project similar to the City Hall roof replacement in 1995. The Canterbury site renovation will allow greater use of the facility by all field crews and is therefore charged to various funds. 180 -19 ::::.:::::.:::::.:::::::::::..::::::::::..:.:...:.:.::::.::.::::::::..:...................................Y..........:9...............................................................:.:::.:::.::::. e<:::e r> a P.:::.....:........................................................:.:.:..:.::.:........... X.- X State Gas Tax The gas tax revenue can be used for upgrading the collector and local streets within Tigard, without restriction. However, this revenue is limited and is not sufficient to fund all the street improvement needs of the City. The • total State Gas Tax amount shown for the 98/99 fiscal year is based on current budgetary projections. Although there were numerous major street projects initiated and completed during FY 1997/98, there are several projects that require funding to be carried over in FY 1998/99: The following is a brief description of the • projects recommended for the State Gas Tax funding for FY 1998/99. 1998/99 Adopted Map Location Total a 'omiibid':Piojeets<. . * Pedestrian Improvements (Grant Avenue) SGT°ti:: 30,000 This project will provide a pedestrian path along Grant Avenue • connecting the existing walkway along Park Street with School Street and providing pedestrian access to Charles F. Tigard Elementary School. • * 79th Avenue (Design and right-of-way) SGT;:::100,000 This project will provide funding for selecting an engineering consultant firm to prepare the final design of the entire street from Durham Road to Bonita Road. , * Traffic Studies CtTVW DE- 40,000 These are funds that are committed for completion of the • Transportation System Plan (TSP) Update study, for the preparation.of a regional transportation plan specifically focusing . on the Washington Square area, and for the development of a feasible route to connect Dartmouth with Hunziker Street and Hall Boulevard south of Tigard City Hall. Total FY 1998/99 Committed Projects: 1.70,000 * Pavement Major Maintenance Program (PMMP) CITYV{IIDE': 500,000 This is a program of corrective and preventive maintenance on all • paved streets in Tigard. It addresses those streets that can still benefit from corrective or preventative action. * Traffic Calming Program CITYWaDE':: 80,000 . This program provides funding for installation of traffic calming devices on streets that have clearly demonstrated the need for installation of these devices. The program emphasis to date has been on the . installation of speed humps. During FY 1998/99, a more comprehensive. approach to traffic calming will be initiated in accordance with the City . Council goal for development of a Comprehensive Public Facility Plan . for streets. * Traffic Studies CITYIiVIpa 50,000 • These studies are intended to complete the Transportation System Plan by supplementing the current studies and consolidating them for future implementation. These funds will also be used in the development of a Comprehensive Public Facility Plan for streets. Total FY 1998/99 New Projects: 630,000 . Total FY 1998/99 State Gas Tax Projects: 800,000 . 181 i XXX 1'9${99::::x#0 t. d.B?~d .e?>>>?? >>;:>`::<:>:<::::;»?;`::;:z>!>s<'?>:>'<:<:>s>i<:i:<<':<' !<;<'<<<«:'<>>! fit ":ofTi` a rd . r X X ><»?< sir' eia>Pla><<``:«<':«> State Gas Tax (cont.) _1999/00 Estimated Projects * Pavement Major Maintenance Program (PMMP) 300,000 * Pedestrian Improvements 50,000 Traffic Calming Program 60,000 ` Tigard Street Bridge Replacement 180,000 Total FY 1999/00 Estimated Projects: 590,000 2000/01 Estimated Proiects * Pavement Major Maintenance Program (PMMP) 300,000 * Pedestrian Improvements 50,000 * Traffic Calming Program 45,000 * Tigard Street Bridge Replacement 155,000 * Hall/Hunziker/Scoffins (design) 50,000 Total FY 2000101 Estimated Projects: 600,000 2001/02 Estimated Proiects * Pavement Major Maintenance Program (PMMP) 300,000 * Pedestrian Improvements 50,000 * Traffic Calming Program 60,000 * Hall/Hunziker/Scoffins 201,000 Total FY 2001/02 Estimated Projects: 611,000 2002/03 Estimated Projects * Pavement Major Maintenance Program (PMMP) 300,000 * Pedestrian Improvements 50,000 * Traffic Calming Program 60,000 * HaIVHunziker/Scoffins 212,000 Total FY 2002103 Estimated Projects: 622,000 State::Gas fax..:... . ear t IV . eca by Pro ect:.::: < . . i; . Ad6fttdd'...: Estimated . Estimated Estimated Estimated': :-::::2000101*:'::::::. :<200 Pedestrian Improvements (Grant Avenue) 30,000 79th Avenue (Design and right-of-way) 100,000 Traffic Studies 50,000 Pavement Major Maintenance Program 500,000 300,000 300,000 300,000 300,000 Pedestrian Improvements 40,000 50,000 50,000 50,000 50,000 Traffic Calming Program 80,000 60,000 45,000 60,000 60,000 Tigard Street Bridge Replacement 180,000 155,000 Hall/Hunziker/Scoffins 50,000 201,000 212,000 Total by Fiscal Year: 800,000 590,000 600,000 611,000 622,000 182 9000.9 •9 ••••00040009.000090000000000.0••0000 . . - 1 Projects. Funded from the State Gas Tax / °OUpU ' < SGT1 r` TIGARD 09 y I~ - ` I30 1fNI1IRY <<;: Cl) ?::>:;rs►<<::<::: - -1 _ 13113AN SI;RVI(iIR ARRA SGT2 s? - - - - RD. r Y _ i 1: 9>i t lG d d iii:i:tiii is<:<>:;i o::>:<<«<«:<:>?><>»<![»s:<<><>>«>>::: ::>+Git :>ofT7 and . F Gi::;::: i;:::.ii:3i3:4i:::;.;::.::. •:1:.: ~ . ..;:.::;::.;;:.;;Five<Yar:. is " f.....~tlen :::..:::::::::::.........:........................................:.........:..:...............:::.:::::::P.::..... I?..:..:.:.::::::.:::::.::.:::::..:::::::...:..................................:...................................... Traff ic Impact Fee TIF funding can be used only for highway and transit capital improvements that provide additional capacity to major transportation systems. This funding is limited to major collector and arterial streets, and 50% must be spent on arterial streets. A major portion of these funds is being held in reserve until our transportation planning is completed. 1998/99 Adopted Map Location Total (:;O. 'itted .Project * Greenburg Road/Mapleleaf Intersection 8,920 Construction of this project began March 1998 and will be completed by December 1998. This project is Federally funded and the City's share of the project cost is $50,000. $41,080 has been expended to date, and the remaining $8,920 needs to be carried over to FY 1998/99 to complete the construction. * Bonita Road from the railroad tracks to Fanno Creek TIF'2:: 674,000 The entire cost of this project is $800,000. Phase I was completed in FY 1997/98 at a cost of $126,000. Phases II and III of this project will include replacement of the railroad crossings and street widening. * Walnut St. riedeman Ave. intersection realignment.(Design) TIF 3.: 79,000 Design, on the realignment and signalization of the existing Walnut St./Tiedeman Ave./Fonner St. intersection will begin in mid-June 1998. The amount of $79,000 will be needed for the consultant contract to complete the project design in FY98/99. Total FY 1998/99 Committed Projects: 761,920 p.... Gaarde Street design and right-of-way acquisition 500,000 This project is the design of Gaarde Street from Highway 99W to 121st Ave., and from the Quail Hollow Subdivision to its intersection with Walnut St. The funding for FY 1998/99 will begin the design process, identify necessary rights-of-way and slope easements, and provide some funding to begin the rights-of-way acquisition for eventual construction of the project. * Walnut St.lriedeman Ave. intersection realignment : TI:F3 800,000 This project provides funding to supplement the design effort on this project, and to construct the implementation of the design project for the intersection realignment and signalization. It also includes funding for purchase of necessary rights-of-way. * TIF Transit reserve WA 100,000 * TIF reserve for future projects WA 1,538,080 Total FY 1998/99 New Projects: 2,938,080 Total FY 1998/99 TIF Projects: 3,700,000 184 ..............9.................................:...::.::::.......................... ....0 . >><><>><'<'<'«<<><!<««<«<>><<'<><><;'>` o:T' and r `on'< : x : ;><::<>c:::;>:::<::<:::>:<::<::««Fire::Yi:ara tall x .erne an Traff ic Impact Fee (cont.) • 1999/00 Estimated Proiects • TIF Transit reserve 220,000 TIF reserve for future projects 1,841,920 Total FY 1999/00 Estimated Projects: 2,061,920 • 2000/01 Estimated Protects • TIF Transit reserve 325,000 • TIF reserve for future projects 945,000 Total FY 2000/01 Estimated Projects: 1,2709-000 • 2001/02 Estimated,Proiects TIF Transit reserve 430,000 • TIF reserve for future projects 945,000 • Total FY 2001/02 Estimated Projects: 1,375,000 • 2002/03 Estimated Proiects , " TIF Transit reserve 530,000 TIF reserve for future projects 900;000 • Total FY 2002/03 Estimated Projects: 1,430,000 .::.::.:..:...................................:;.................:.:;.Trafficam act;:.ee b:lfear.ClP:RecaP.. Pto eat by . pted.;., .,..Estimated:::: E imated':::: Esii atecl sti riated: Adc~ >:::1998/99::::::::::1999!00::::::?:2000101:`::::::20.Ofi/02<> 20.02/03::: • Greenburg Road/Mapleleaf Intersection 8,920 Bonita Road: Railroad tracks to Fanno Creek 674,000 Walnut St./Tiedeman Ave, intersection 879,000 • Gaarde St. design and right-of-way acquisition 500,000 , TIF Transit reserve 100,000 220,000 325,000 430,000 ..530,000 TIF reserve for future projects 1,538,080 1,841,920 945,000 945,000 900,000 • Total by Fiscal Year: 3,700,000 2,061,920 1,270,000 1,375,000 1,430,000 185 i TIF1 - 'Projects Funded from 1 I _ c Traffic Impact Fee the TIF3 _ - DAOTA < n c IIOTWDIIY soicus ` TI F2 URBAN SERVI(TI, OD AREA TI F4 o::<: n = RD. TIF4 < a><;> - _ \ 9.:.g ::;:...;;Rt14p ~4# rtcge;:.;;:.;::.;:.;:.;:.;:.::.;;:.. X. X. ,.....:...g Ejte>Yaa:<itajj`::;::<::>roveien ......:.;:::::..::.:::::::.:.::.:::::F::.::.:::: Sanitary Sewer Fund The Sanitary Sewer funding has funding.sources that are reserved for maintenance repairs on currently unknown projects, capacity upgrades as recommended from the USA Master Plan, and for the Neighborhood Sewer Extension Program. A new program was created by the City Council in FY 1997/98 to extend sewers into • commercial areas. This new program is included in the FY 1998/99 CIP budget." 1998/99 Adopted Map Location' Total New:Pro ects • Neighborhood and Commercial area sewer extensions 500,000 • The neighborhood sewer extension program has been a highly successful program, commencing with its implementation in the 1996/97 CIP Budget. The FY 98/99 budget includes sewer extension projects on SW 100th ave. and SW Hillview Street. The commercial area sewer extension program has been added to the FY 98%99 budget. Sanitary Sewer Major Maintenance Program CITYWIDE;:; 40,000. These funds are used to contract out sewer repair projects that are a. beyond the repair capabilities of the Public Work's Department. • This program is expected to be acontinuing program in future years. Proposed sanitary sewer projects in FY 1998/99 include 110th Ave. • (at Mira Court and Derry Dell Creek), Bonita Road (between Milton Court and Fanno Creek), and Pinebrook St. (w. of Hall Blvd.) Sanitary Sewer Facility•Plan Studies WA 25,000 These funds will be used to perform flow metering and other studies • to obtain information necessary for the preparation of the Comprehensive Public Facility Plan for sanitary sewer. Reserve for capacity upgrades N/A 4,435,000 • Total FY 1998/99 Sanitary Sewer Projects: 5,000,000 187 . ?d et ::::;:»:::.>::;::>:::<:>:::<.;>:.>.::<:<::::>::>::; and 9.:::::::.::::::.::..:::.::::.:...:...::..:..:......................:.......:.:..::.............::. : <<: ? > Fijre Y ar Ca..::ita14", i .ve e . . . :::F:.....:.......................................................:..............................:.:::.: . Sanitary Sewer Fund (cont.) 1999/00 Estimated Prolects * Sanitary Sewer Major Maintenance Program 40,000 * Neighborhood and Commercial area sewer extensions 500,000 * Sanitary Sewer Facility Plan Studies 35,000 * Reserve for capacity upgrades 635,000 Total FY 1999/00 Estimated. Projects: 1,210,000 2000/01 Estimated Proiects * Sanitary Sewer Major Maintenance Program 40,000 * Neighborhood and Commercial area sewer extensions 400,000 * Reserve for capacity upgrades 625,000 Total FY 2000/01 Estimated Projects: 1,065,000 2001/02 Estimated Prolects * Sanitary Sewer Major Maintenance Program 40,000 * Neighborhood and Commercial area sewer extensions 300,000 * Reserve for capacity upgrades 630,000, Total FY 2001/02 Estimated Projects: 970,000 2002/03 Estimated Prolects * Sanitary Sewer Major Maintenance Program 40,000 * Neighborhood and Commercial area sewer extensions 200,000 * Reserve for capacity upgrades 630,000 Total FY 2002/03 Estimated Projects: 870,000 ..::.Sanit . , y S:ewer::Fund <.s:.> s'; : ' :CI.P. R~ b ect>:::: ; ::::::::::::::......:::::.':i::... 516a r..:::.. capb.P~. 1 . , . Adop-!6d':'::- Estimated: estimated:: :Estimate :i! ::E.4imat6d: Neighborhood & Commercial area extensions 500,000 500,000 400,000 300,000 200,000 Sanitary Sewer Major Maintenance Program 40,000 40,000 40,000 40,000 40,000 Sanitary Sewer Facility Plan Studies 25,000 35,000 Reserve for capacity upgrades 4,435,000 635,000 625,000. 630,000 630,000 Total by Fiscal Year: 5,000,000 1,210,000 1,065,000 970,000 870,000 188 •••.!•.•.....•0•••••!•••••••!•••••••!••.!••!, Projects Funded fOom - I I = c i Fund - tlie Sanitai Sewe 'Y a _ oacrnA y < ST c TIGAIU) BOUNDRY r` Q:..... : URBAN SBRVIO rn AREA .s> _ LULL SSF1 SSF1 A . I c#... €<<<:it::>ot t[ d :ter Fve:>Year::>Ca i. I ioverrae . II F.:.....:.:.:.:::.::..:.:..:::::..................................... Storm Sewer Fund The storm sewer fund has the same mix of sources as the sanitary sewer fund. The funding is generally reserved for currently unknown small projects that come up during the year. Funding from the new SDC's must be used on projects designated on the USA Master Plan. One of the major objectives for the Engineering Dept. during this fiscal year-is the development of a Comprehensive Public Facility Plan for Storm Drainage, in accordance with a City Council goal. 1998/99 Adopted Map Location Total Comrr!itted; Projects: Park Street Drainage STSF I:::' 86,000 Park Street Drainage is a major drainage improvement project between 107th Avenue and. Mira Court. The project design and rights-of-way acquisition have been completed and the remaining funding is carried into FY 1998/99 for construction and implementation. Additional funding to complete this project is explained below. 118th Court Erosion Control 30,000 This is an erosion control project that needs to extend the improvements further downstream to alleviate the heavy erosion on the sideslopes and streambed. Design will begin in winter 1998 with project construction to follow in early summer 1999. Total FY 1998/99 Committed Projects: , 116,000 New Project Lincoln Street Drainage Improvements 7STS60,000 This project extends the, drainage system upgrade along 91st. Ave. from Lincoln Avenue to Commercial Street and provides a drainage,. outfall into the existing drainage ditch adjacent to Commercial Ave. 115th Drainage Improvements 70,000 This project intercepts the existing drainage system on 115th avenue and re-routes the storm runoff down 116th Avenue to an existing creek. The existing system is highly inadequate, cannot handle the storm runoff during heavy rains, and frequently overflows, flooding the surrounding homes. Storm Drainage Major Maintenance CITYWIDE: 40,000 This program address minor storm drainage problems requiring more, than normal maintenance effort. The anticipated projects for FY, 1998/99 include drainage repairs at Walnut Terrace (east of 69th), Durham Road at the Highway 99W intersection, and 115th and 116th Avenues. Reserve for Public Facility Plan projects WA 214,000 Total FY 1998/99 New Projects: 384,000 Total FY 1998/99 Storm Drainage Projects: 500,000 190 • • oa: ace: 2 E:::::?::`?c~ sso 't.: P . <Cii:::ifTi: ar. .......g :.......r >::>::»::>::>::»::>:::;::»>::»::»>::>::»::>::>::>::>::>::>::>::>::>::>::>::»::>::><<:;EiE~re::Y a Ca t-A '1 rovemenf • • Storm Sewer System (cont.) • 1999/00 Estimated Proiects ' Storm Drainage Major Maintenance 40,000, Reserve for Public Facility Plan Projects 40,000 • Total FY 1999/00 Estimated Projects: 80,000 2000/01 Estimated Proiects • ' Storm Drainage Major Maintenance 40,000 • Reserve for Public Facility Plan Projects 40,000 • Total FY 2000/01 Estimated Projects: 80,000 • 2001/02 Estimated Proiects Storm Drainage Major Maintenance 40,000 • ' Reserve for Public Facility Plan Projects 40,000 Total FY 2001/02 Estimated Projects: 80,000 • 2002103 Estimated Proiects • Storm Drainage Major Maintenance 40,000 • Reserve for Public Facility Plan Projects 40,000 Total FY 2002/03 Estimated Projects: 80,000 • Storm:Sewer: y:.......;::;<:::>>:;;:»::>:::>:; S :':':;.'.::SYear::GIP:Reca...:b::>Pr~i ti • :::::::::::::::.:Ada stimated:::::Estimated:a;'Es. mate stimate , ;::;2001102:;:;:,>:::;:: , ::20.01: 20021... 03. Park Street Drainage 86,000 • • 118th Court Erosion Control 30,000 • 115th Drainage Improvements 70,000 • Lincoln Street Drainage Improvements 60,000 • Storm Drainage Major Maintenance 40,000 40,000 40,000 40,000 40,000 • • Reserve for, Public Facility Plan Projects 214,000 40,000 40,000 40,000 40,000 • Total by Fiscal Year: 500,000 80,000 80,000 80,000 80,000 • • • • 191 • • r 1~~0~°~ Anor RD Projects Funded from the Storm Sewer Fund ¢3 r STSF4 ° AROTA qq~ T iiiiiiiii: { - - / c::::::. 'OWN! TIBARD °~'>:i>: STSF 1 BOUNDRY N STSF2 -URBAN SERVICE AREA fl STSF3 uu ouNtu NIT x d 'S ~ # is t,,~• 2 L., f. 5.' . ::i: i i::ii::::i:i :i. • ids {s. Ada ted.?..dse: .....................p.............................................................................................:............:....::.::::.:.::.::::......:...... ::>:<:::<:::»:<:>:<:>;:>:::::;»<< ::::::::::::::::::>::::>::>::>;:::>:::::?Gii :of ::::f' and t1•r.. . .......,..........9..:::::::.::.::::.::..:,:.; Y.... :>«:>><::<::':::>::<: >:::»F1ie:: a3::Ca ita €:I :e1 a M. a<>:'»:>:. • Water Fund • The water system projects and funding are decided by the Public Works department with the approval of the Intergovernmental Water Board. 1998/99 Adopted Map Location total • New; Projects • Install 244nch Transmission main itllfF1 950,000 . This project includes installation of 5,600 feet of 24-inch transmission main along SW Walnut Street from 121 st & Fonner to SW 135th Ave, with PRV control valves and vault. • ' Replace 4,000 feet of water main - 79th Ave. WF2:: 235,000 • This project is in conjunction with the SW 79th Ave. street improvement • project and consists of replacing 4,000 feet of 8-inch cast iron water main on SW 79th Avenue between Bonita and Durham Roads. • Included in this estimate is the replacement of three fire hydrants, installation of a new fire hydrant and relocation of 33 water services. Replace 1,300 feet of water main - SW 91st. & Lincoln 65,000 This project is to be completed in conjunction with the SW 91 st Ave. • widening project. Included is replacement of 1,300 feet of 4-inch cast • iron water main on SW 91st and Lincoln Street with 6-inch ductile iron. Funding for this project includes replacement of two fire • hydrants and 24 water services. • Replace 800 feet - SW 98th Ave. :1AfF<4: 45,000 . This project includes replacement of 800 feet of 4-inch cast iron water main with 8-inch ductile iron on SW 98th Avenue, between Jacob Court and Greenburg Road. This project will complete the 4-inch water main replacement that was started due to the Jacob • Court development. _ • Bull Mountain Pressure Reducing Station 1RIF~s' 20,000 • Construction of Pressure Reducing Station on Bull Mountain. (Part • of Bull Mountain System.) Water System major maintenance CITYWIDE: 495,000. • Total FY 1998/99 Water Projects: 1,810,000 • • • • • • • • 193 . • 39 Iq,t P if>Ti and x.4r. orE . :a Eta€::Ioueme~l €Pfafi::<>:>::::::::>:::::::<::::::<::::<:>:<:::::::> . P::::::::..:.:..: Water Fund (cont.) 1999/00 Estimated Projects Install 2,800 feet 24-inch water main - SW Beef Bend Rd. 560,000 Install 4,400 feet 16-inch-water main - SW 135th Ave 565,000 Reserve for a reservoir - northern flank of Bull Mountain 111,000 Total FY, 1999/00 Estimated Projects: .1,236,000 2000/01 Estimated Projects ' Construct one-million gallon reservoir on Bull Mountain 1,300,000. Install 4,000 feet 24-inch water main - SW Greenburg Rd. 1,000,000. Total FY 2000/01 Estimated Projects: 2,300,000 2001/02 Estimated Projects Install 3,200 feet 16-inch water main - SW Beef Bend Rd. 410,000 ' Install 3,800 feet 24-inch water main - SW King Arthur to Bull Mt. Rd. 760,000 Total FY 2001/02 Estimated Projects:, 1,170,000 2002/03 Estimated Projects Install 1,900 feet 24-inch water main - SW Bull Mt. Rd. to SW Gaarde St. 380,000 ' Install 3,300-feet 12-inch main - SW 121st from SW Walnut to SW N. Dakota 320,000 ' Reserve for a reservoir - southern flank of Bull Mountain 252,000 Total FY 2002103 Estimated Projects: 952,000 ter:;Fwd . S Year GIF R.eca 5. . Ado ted`: ;<:Estimated: a; ii.tnted::`` Esfiiatecl:!?Esiitrtiate,.d:: ;2Q01L02::. 20E12/03>s' !?r. ct.l~escr t n oo . 1 . Install 24-inch Transmission main 950,000 560,000 1,000,000 760,000 380,000 Install 16-inch Transmission main 565,000 410,000 Install 12-inch Transmission main 320,000 Replace 4,000 feet of water main - 79th.Ave. 235,000 Replace 1,300 ft water main - SW 91 st Ave. 65,000. Replace 800 feet - SW 98th Ave. 45,000 Bull Mountain Pressure Reducing Station 20,000 Bull Mountain Reservoir- Northern Flank . 111,000 1,300,000 Bull Mountain Reservoir - Southern Flank 252,000 Water System major maintenance 495,000 Total by Fiscal Year: 1,810,000 1,236,000 2,300,000 1,170,000 952,000 194 Projects Funded from 1 1 - . the Water Fund. WF4 - - - WF4 DAOTA A W < ST F a9 F I / BOITYDRY s , WF3 LO TIRBAN SERVICE 1':>>°> - AMA RD. . ql....... A -fD- - WF5 t ~RD , Ott>:<<>[>< 1 9. s..Ad© t? c . d et ard''fr"ors>:<«<<>:>>?<'<>><>«:;:>>:<<>«><> <<<;>::?<> ':>aCit :ofTi «.>:.>:.;>.<:::.<:«.;:;<.;e:YearCa P.itaf:l..:.vueen Parks SDC The Parks system development charges are used to fund the acquisition, development and expansion of additional recreation spaces and facilities. A comprehensive update of the City's parks and open space master plan is currently underway. The revised master plan will look at the long-range needs of the community, identify future park sites, establish priorities for development, and recommend funding strategies to implement the plan. 1998/99 Adopted Map Location Total ?Coinrriitted Projects; . * Cook Park expansion P$pG'T:; 600,000 Woodard Park Play Structure 60,000 * N. Dakota/Tigard St. trail P. SP.C.a 50,000 * Tigard St./Fowler School trail PSDC*:,: 125,000 * Fowler School/Woodard Park trail 42,000 * Woodard Park/Grant Ave. trail ''::.PSDC-55,000 * Ash Ave./Fanno Creek trail PSDC.7<>>: 30;000 * Parks Master Plan N/A 60,000 Total FY 1998/99 Committed Projects: 1,022,000 * Woodard Park Improvements PSUC;B<>: 50;000 * Main Street trail ::.:PSDC.:9::` 220,000 * Fanno Creek park trail lighting I?S~C 1a 40,000 pSDc,1;t;;. 15,000 * Englewood Park basketball court * Unidentified Park acquisitions N/A .150,000 Total FY 1998/99 New Projects: 475,000 Total FY 1998/99 Parks Projects: 1,497,000 196 E~ t :V ::»::;>::>::>::>::»Ca m P.:::.::...............................................................................................::.:.:.::::::::.:::::::::.:::.:: Parks SDC (cont.) • 1999100 Estimated Projects * Cook Park/85th Ave. trail construction 100,000 • * Cook Park/RR tracks trail construction 80,000 * Hall Blvd./Bonita Rd. trail construction 236,000 Total FY 1999/00 Estimated Projects:' 416,000 2000/01 Estimated Projects * Bonita Rd/Durham trail construction 415,000 Total FY 2000/01 Estimated Projects: 415,000 • 2001/02 Estimated Projects • * Woodard Park/Walnut St. trail 105,000 • * Woodard Park/Johnson St. trail 50,000 * Canterbury neighbor park 100,000 * Hall Blvd./Bonita Rd. trail construction 200,000 • Total FY 2001/02 Estimated Projects: 455,000 2002/03 Estimated Projects * Bonita/Durham neighborhood trails 125,000 * Greenburg Rd. neighborhood park 350,000- • Total FY 2002/03 Estimated Projects: 475,000 • Patk:SDC Recap'tiy Project :5N ear CIP :Ado . edEstimatedestimated:>>Estirriated:. ma B. E~sti * ti d'* PYo ect.DesCtt ti.on:. 1998199<;;>:::: > 1999/0.0::: ::::>2000101: 200y102<'> > :2002103>:': Cook Park expansion 600,000 • Woodard Park Play Structure 60,000 N. Dakota/Tigard St. trail 50,000 ..Tigard SUFowler School trail 125,000 Fowler School/Woodard Park trail 42,000 Woodard'Park/Grant Ave. trail 55,000 Ash Ave./Fanno Creek trail 30,000 Parks Master Plan 60,000 Woodard Park Improvements 50,000 Main Street trail 220,000 Fanno Creek park trail lighting 40,000 Englewood Park basketball court 15,000 Unidentified Park acquisitions 150,000 Cook Park/85th Ave. trail construction 100,000 Cook Park/RR tracks trail construction 80,000 Hall Blvd./Bonita Rd. trail construction 236,000 Bonita Rd/Durham trail construction 415,000 • Woodard Park/Walnut St. trail 105,000 Woodard Park/Johnson St. trail 50;000 • Canterbury neighbor park 100,000 Hall Blvd./Bonita Rd. trail construction 200,000 Bonita/Durham neighborhood trails 125;000 • Greenburg Rd. neighborhood park :350,000 Total by Fiscal Year: 1,497,000 416,000 415,000 455,000 475,000 197 • dyS° ATLOR' lD T R BB PSDC 1 1 ProJ'ects Funded from the Par s SDC PSDC3 ; F~ 1 PSDC2 PSDC4 1 KOT 1A! PSDC6 CEO - 8 Gk •O PSDC5 PSDC9 BOUNDRY >:oi: } PSDC8 PSDC7 URBAN SERVICE ii z •:r. :9 s''~ AREA l PSD 10 C PSD C 1 ~ ND 1D ;!i s>9::A4a e «<:<:« > < < < < ><:>?>«< > `:?<><>;> t...oi. a. and.. < < < < < > F.....:...g ::Y::::.::::::g FivYa<Ca"tai` 'rore;e':Pla>»'.`:':<<'<><`:«<<`'<>'` I F.:::::.:.........................::%% Water Quality/Quantity Water Quality/Quantity funds are charged by the City on certain development activities in the City. These charges, • which were instituted by Unified Sewerage Agency (USA), are used to fund offsife surface water system improvements and capacity improvements to the storm sewer system. 1998/99 Adopted Map Location Total New Proieets • • * Summer Creek Wetland Restoration WQ>7::::> 266,006' * Washington Square Pretreatment 100,000 * Reserve for USA Master Plan WA 440,000 Total FY 1998/99 Water Quality/Quantity Proj: 800,000 • 1999/00 Estimated Projects: . * Reserve for USA Master Plan 476,000 2000/01 Estimated Proiects: • * Reserve for USA Master Plan 107,000 • 2001/02 Estimated Proiects: • * Reserve for USA Master Plan -107,000 2002/03 Estimated Protects: * Reserve for USA Master Plan 107,000 • a>..::::::'°::::::::' /Quantit :::>aa:'::>:;::: ::::`>>:>»:::.>>t::::?:?:'.. Y. ; ' 5 Year::CIP:Reca :b: '.Pro ect ' ::a a ' : . ; _ . rrate ma . Adopted i Estimated...Esitmated Este " dsii ted Pro. ect:pesCti tiah 199899: :1999/00 2000/01........ 20010:: ::.2002103 Summer Creek Wetland Restoration 260,000 • Washington Square Pretreatment 100,000 Reserve for USA Master Plan 440,000 476,000 107,000 107,000 107,000 • Total by Fiscal Year: 800,000 476,000 107,000 107,000 107,000 199 • AYLOI h~ [D B~ / s= Water Quality 9 Quantity ProJ'ects- - 1 ~ e 1 1 ~t W KOT 2 9q~ 1 - FA T t3~ cr[ / a 40 TIGARD BOUNDRY io... •r >i?R::>»»::::>: URBAN SBRVIOB o AREA N J NIT D Zito, ? <><<: >a.. 1 , ' Q P:.:.:;:.;:.;:.: . eta .I ease ::::::::::::::::::::::::::::::.::::::::::.::::::::::::::::::.::.:::::::::::::::::::::::.:::..::::..:.::.P...:.:..............................................................................................................................:.::... =Trafficam act::.f..ee=:Urban$erv es 1998/99 Adopted Total • . NeyPrjeets:: * Uncommitted Projects 646,000 Total FY 1998/99 TIF- Urban Svc. Projects: 646,000 .d n t I 1998/99 Adopted Total . . .NQ.... ...acfs * Uncommitted Projects 240,000 • Total FY 1998/99 Underground Utility. Projects: 240,000 . 1998/99 Adopted Total Naw:'Rrojects • * Completion of Menlor Reservoir 500,000 Total FY 1998/99 Water SDC Projects: 500,000 • reens aces:::::::::::>::.: ::::"..*',:;::::;:::::::::>:::::::>::::a 1998/99 Adopted Total NevVtProjects::.: * Purchase of Greenspace property . 259,000 Total FY 1998/99 Metro Greenspaces Projects: 259,000 201 1:98199<:At[G e. .1 . ta 'PI Ame Fac~lrt Fund < . 1998/99 Adopted Total Nevufrojects ' Police Facility remodel 180,000 ' Property acquisition 600,000 Other City facility projects 43,848 Total FY 1998/99 Facility Projects: 823,848 1998/99 Adopted Total >?18wProject~:.::!:! ' °2,000 Trees by the Year 2000° program, 216,000 Total FY 1998/99 Tree Replacement Projects: 216,000 1998/99 Adopted Total New ' Finalization of Dartmouth LID 71,208 Total FY 1998/99 LID Projects: 71,208 Willamette: River: CIP > : ' ' : : : 1998/99 Adopted Total ' Willamette River Treatment Facility-Preliminary Development 4,150,000 Total FY 1998/99 Willamette River CIP: 4,150,000 202 8.. :>::>::Git:'::otTa 'ard~<:~r... n........ :.....:ca halt o ue R..:..::::: . ;:.:Park Levy Im rovement. 1998/99 Adopted Total Comiriittea Pr'*** * Cook Park Expansion 91,000 • Nevv Projects:.. * Uncommitted Projects 102,394 Total FY 1998/99 -,Park Levy Improvements: 193,394 .....:.:...:...:..........:....:...............:........:::.:::.::.:::::Baca :b :>Fund:: :::a::::[:>:::::>`;:.':: . : 0 ea C ttat.lm r vement Plan `:i::>' > ° ° ` > : ~..Y r... a . Ado ed ; Estiiiiafe imate'd: Estiir a ed: 'Es itnatetl;: Fund #998/99 1999fi0 2000101 2001:1412 ::200/03; State Gas Tax 800,000 590,000 600,000 611,000 622,000 Traffic Impact Fee 3,700,000 2;061,920 1,270,000 1,375,000 1,430,000 Sanitary Sewer 5,000,000 -1,210,000 1,065,000 970,000 870,000 Storm Sewer Drainage 500,000 80,000 80,000 80,000 80,000 • Water Fund" 1,810,000 1,236,000 2,300,000 1,170,000 952,000 ParksSDC - 1,497,000 416,000 415,000- 455,000 475,000 s Water Quality/Quantity 800,000 476,000 107,000 107,000 107,000 Traffic Impact Fee, Urban Services 646,000 Underground Utility 240,000 • Water SDC 500,000 Metro Greenspaces 259,000 S Facility Fund 823,848 Tree Replacement 216,000 Local Improvement District CIP 71,208 S Willamette River CIP 4,150,000 Park Levy improvement 193,394 Total by Fiscal Year: 21,206,450 6,069,920 5,837,000, 4,768,000' 4,536,000 4P 203 ::.:Bud _<<`>>> ><>«<>i<>?<<>>>>'>>>>><<>< ::>><>;<«<, 998{J>; f? X X: mar Ves :..........::.y....:.:::.:::::........:...................:............:.::.::..::,::::.:.:.:.::::::. 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: 'la i d «<.:<:<>:;«««;;Ada: ted:::>::>::::>::>::>::<::»>::<:::>%:.....1 a ::::.:::::.:.:::.:.::.::..:.:.......................................:.::::::::::::.::.:.::::.p:~ :p :.::.::.::.::.::.::.:::.::.::.::.::.;:::.::::::::.:::.:.:..:..:•9#';199 . ;PO .:.u...m...may :.::::...:::~.99~rI9..::::.::::::..:...:..:..:.::..:......................................................................................................:..:....................................... General 300,000 283,500 500,000 500,000 Sanitary Sewer 197,000 200,000 . 200,000 200,000. Storm Sewer 98,500 75,000 75,000 50,000 Water 300,000 300,000 300,000 500,000 State Gas Tax 47,000 0 .50,000 50,000 County Gas Tax 1,973 0 0 0 Traffic Impact Fee 150,000 150,000 150,000 300,000 Parks SDC 60,000 75,000 '75,000 0 Water SDC 200,000 100,000 100,000 0 Water Qual/Quantity 0 50,000 .0 Building 50,000 . 50,000 50,000 Urban Services 0 40,000 50,000 Electrical Inspection 20,000 20,000 50,000, Total Contingency 1,354,473 1,253,500 1,610,000 1,750,000 204 • • i • • • • • • • Tigard, otegon city of ' i APPENDIX 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 City of Tigard, Oregon Bud' i t > > i>€ > > > > > > : > << > > > < > < » « < > » > > < < > « < > « . ; » o8 tRa .:c .:::::.:..:.:.:::.:.ud .:.::.::.::...::.::..d::: Adopted Budget: 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. Ad Valorem Tax: A tax based on value, such as a property tax. Amortization: (1) The portion of the cost of a limited-fife or intangible asset charged as an. expense during a particular period. (2) The reduction of debt by regular payments of principal and interest sufficient to retire the debt by maturity. 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. Assets: Property owned by the City which has monetary value. BAN: Abbreviation for Bond Anticipation Note. BAN's are a form of short term borrowing in anticipation of a future sale of long term bonds. BAN's are used frequently to finance construction of local improvement district improvements and are retired by eventual sale of Bancroft bonds or collection of special assessments from benefited property owners. Bancroft: Section of Oregon Law that allows benefited property owners within an LID to pay their assessments in installments. This is made possible by the sale of long term "Bancroft" bonds, proceeds of which are used to pay LID costs. Assessments received from property. are used.to meet interest and principal obligations of the bonds. Bond: A. written promise to pay a specified sum of money, called the face value or principal amount, at. a specified date or dates in the future, called the maturity date(s), together with periodic interest at a specified rate. Budget: A plan of financial operation embodying an estimate of adopted revenue and expenditures for a given year. The budget is the legal spending limit for City activities. 'Budget Calendar: Schedule of key dates or milestones followed by City departments in the preparation, review and administration of the budget. Budget Message: Opening section of the budget which providesthe City Council and public with a general summary of the most important aspects of the budget, changes from current and previous fiscal years, and views and recommendations of the City Manager. Capital Improvement Projects LCIPZ: 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. Capital Outla s: Expenditures exceeding $200 or more, for equipment, vehicles, or machinery, that results in the acquisition or addition'to fixed assets. 205 19g89:Adi iect$E1Ci. et'<... ::::::'1::3:>:.:. ""MX, • 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 : Their function is to debate and discuss neighborhood issues and other-Citywide topics to provide Citizen input to the City Council. Citizen facilitators are trained by the City. CIT's set their own agendas and are supported by City staff. • 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. Contributed Capital: The permanent fund capital of a proprietary fund. This.equity account in a proprietary fund represents the amount of permanent fund capital contributed by developers. • Debt Service: Interest and principal on outstanding bonds due and payable during the fiscal year. For bonds issued prior to 1984, payments are made upon presentation of matured bonds and coupons. Bonds issued since 1984 have been in registered form which requires bond and • coupon payments to be made to a Registrar prior to each series maturity date. The'Registrar then makes payment of interest and principal to registered owners on the maturity date, Deferred Revenue: Amounts for which asset recognition criteria have been met, but for which revenue recognition criteria have not been met.. Under the modified accrual basis of accounting, amounts that are measurable but not available are one example of deferred • revenue. 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. Due from other Funds: An asset account used to indicate amounts owed to a particular fund by another fund for goods sold or services rendered. This accounts includes only short-term obligations on open account, not interfund loans. 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. 206 : 6 W. 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. Fiduciary Fund: The trust and agency funds used to account for assets held by a government unit in a trustee capacity or as an agent for individuals, private organizations, other government " units and/or other funds. 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. Franchise: A special privilege granted by a government, permitting the continued use of public property, such as city streets, and usually involving the elements of monoploy and regulation. Fund: A fiscal and accounting entity with a self-balancing set of accounts in which cash and other financial resources, liabilities, equities, and changes therein, are recorded to -carry on specific activities and/or objectives. Fund Balance: Amount left over after expenditures are subtracted from resources. Each fund begins and ends each fiscal year with a positive or negative fund balance. General Fund: The fund used to account for all financial resources, except those required to be accounted for in another fund. Generally Accepted Accounting Principles G( AAP): Uniform minimum standards.and guidelines for financial accounting and reporting. They govern the form and content of the financial statements of an entity. Intergovernmental. Revenues: Revenue from other governments, primarily Federal and State grants and State shared revenues, but also payments from other local governments. LID: Abbreviation for Local Improvement District. An LID is an entity formed by a group of property owners or 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. 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. 207 S Ado tESr Bud' et: <>:>:>><<::> > «><>':s< >>?`:><"<<» <>s « « <<< ! . 9 9::.:.:.:::::: r 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. Modified Accrual Basis: The accrual basis of accounting adapted to the governmental fund- type measurement focus. Under it, revenues and other financial resource increments (e.g.,. • bond issue proceeds, property. taxes, special assessments) are recognized when they become susceptible to accrual, that is when they become both "measureable" and "available to finance • expenditures of the current period". • Niche:. 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". • Object 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, contingency and reserves. r ODOT: Abbreviation for Oregon Department of Transportation. . Personal -Services: Compensation to City employees in the form of salaries, wages, and employee benefits. • Program Budget: A budget wherein expenditures are based primarily on programs of work ' and secondarily on character, classification and performance. Programs within the City, of • Tigatd's adopted budget include Community Services, Public, Works, Community Development, General Administrative and General Governement. Proposed Budget: City budget approved by the City Manager and submitted to the Budget • Committee for their deliberation. Reserved Fund Balance: Those portions of fund balance that are not appropriable for expenditure or that are legally segregated for a specific future use. 208 • f. ~K. `I It"t X. X, Retained Earnings: An equity account reflecting the accumulated earnings of an enterprise or internal service fund. 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. The Agency is closely affiliated with USA and performs the same functions for the storm sewer system throughout the county. Special Assessment: A compulsory levy made against certain properties to defray all or part of the cost of a specific capital improvement or service deemed to-benefit primarily those properties. Special Revenue Fund: A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. Tax Base: Oregon law 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. TIF: 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. 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 at the end of the budget document. 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. 99W: Major state highway running through Tigard and connecting the City with Interstate 5 and Highway 217. Also referred to as Pacific Highway West. 209 • 9 9 ::>:Ad a t::Bud >:>>«><«:>:><>::>::< ::::.....::<:>:::>:<:>:<:>:: • ltTl: ar Lilt v .....:VIS d`::.. ;GQiItltli e clr .................s..............:.......................................:...:::::::::.:::::::::. • • Citizen Involvement Teams • Effective July 1, 1994 neighborhood groups referred to as Citizen Involvement Teams (CIT's) were established. The CIT's serve as organized forums for identifying public. concems.and issues. During • FY97/98 the CIT groups were reorganized from four groups into one group. 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 • aftemates 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, responsibilities 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 Oct-87 Jun-98 Dirksen, Craig 9131 SW Hill Street Nov-94 Jun-00 • Famstrom, Gene 10860 SW 83rd Ave. Feb-97 Jun-00 • Patton, Joyce E. 13777 SW Northview Dr. Feb-95 Jun-98 Williams ll, Max 12103 SW 135th Ave. Feb-97 Jun-99 • • Intergovernmental Water Board • The Intergovernmental Water Board consists of five members and was established "through an intergovemmental 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 cant' out other responsibilities set forth in the agreement. • Original Term • Citizens Address Appointment Expires • Carroll, Patrick 8223 Wilderland Ct., Durham Jan-97 Dec-00 Drangsholt, Jan 16555 SW Monterey Lane, King City Jan-95 Dec=00 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-00 member-at-large . • • 210 • 98f93:1oP.:.:.:.B......t Y::..::...:.: ..........I.::::.. ing Hind ..................p.................~►PP..........:::::::.:::.: o.., 9 9 9981 . . rani:::>: 'E9...19 ........199 ..7.....'19.7is8::........ 'E9:. >E.X981.::.:: Community Services Police 1110 Police Administration 4.00 3.00 3.00 3.00 3.00 3.00 1120 Police Operations 37.50 42.00 4425 49.00 49.00 49.00 1130 Police Investigation 19.00 18.50 20.00 17.00 17.00 17.00 Total Police .60.50 63.50 67.25 69.00 69.00 69.00 Library 1410 Library Administration 3.10 3.25 2.25 2.38 2.38 2.38 1420 Library Readers Services 7.03 7.55 8.30 9.55 9.55 9.55 1430 Library Technical Services 2.80 3.05 4.80 5.50 5.50 5.50 1440 Library Circulation 10.18 10.26 9.81 10.09 10.09 10.09 Total Library 23.11 24.11 25.16 27.51 27.51 27.51 1600. Grounds 6.00 6.00' 6.50 8.50 8.50 8.50 Total Community Services 89.61 93.61 98.91 105.01 105.01 105.01 Public Works 2110 Administration 3.00 3.25 3.00 4.00 4.00 4.00 2120 Sanitary Sewer 6.50 6.58 6.75 7.00 7.00 7.00 2125 Storm Sewer 5.50 5.58 4.75 7.00 7.00 7-.00 2130 Streets Maintenance 7.00 7.00 10.00 10.50 10.50 10.50 2150 Fleet Maintenance 2.00 2.00 2.00 2.50. 2.50 2.50 2160 Property Management 1.00 1.00 1.00 2.50 2.50 2.50 2170 Water 15.00 14.59 15.50 16.00 16.00 16.00 Total Public Works 40.00 40.00 43.00 49.50 49.50 49.50 Development Services 2210 Administration 2.00 8.00 9.00 9.00 9.00 9.00 2220 Building 14.00 11.00 18.50 19.00 19.00 19.00 2230 Current Planning 4.00 4.00 6.50 6.50 6.50. 6.50 2235 Advance Planning 4.00 4.00 4.00 4.00 4.00 4.00 2240 Engineering 13.00 14.00 14.00 14.50 14.50 - 14.50 Total Development Services 37.00 41.00 52.00 53.00. 53.00 53.00 Policy & Administration 3120 City Administration .4.00 4.50 4.75 5.50 5.50 5.50 3130 Human Resources 3.00 3.50 3.50 3.50 3.50 3.50 3210 Finance 1.50 1.00 1.00 1.00 1.00 1.00 3220 Computer Systems 2.00 2.50 3.50 4.50 4.50 4.50 3230 Accounting 8.00 8.00 8.00 9.00 9.00 9.00 3310 Risk Management 1.50 2.00 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 2.50 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 29.00 31.00 32.25 35.00 35.00 35.00 Total All Programs 195.61 205.61 226.16 242.51 242.51 242.51 211 : 3 ark':<>:<>< errr..nt1i . ;i........<... Pak 41 M4' Human Resources Assistant Hourly 12.47 - 16.72 • Monthly 2,162 - 2,898' • Annually 25,944 34,776 43 M3 Confidential Executive Assistant Hourly 13.12 - 17.58 • Monthly 2,274 - 3,048 • Annually 27,288 - 36,576 • 44 M4 Library Volunteer Coordinator Hourly 13.46 - 18.04 • M4 Library Technical Services Coordinator Monthly 2,333 - 3,127 M3 Micro Computer Support Tech Annually '27,996 37,524 45 M3 Assistant Planner Hourly 13.81. - 18.50 Executive Assistant to City' Administration Monthly 2,393 - 3,207 • Circulation Supervisor Annually 28,716 - 38,484 Risk Technician 46 M3 Police Records Supervisor Hourly 14.17 - .18.98 M4 Buyer Monthly 2,456 - 3,289 . Annually 29,472 - 39,468 48 M3 Development Services Supervisor Hourly 14.89 - 19.96 • Monthly 2,581. - 3,459 Annually 30,972 41,508 • 50 M3 Fleet Services Coordinator Hourly 15.66 - 20.99 Youth Services Specialist Monthly 2,715 - 3,639 • Annually 32,580 43,668 51 M3 Associate Planner Hourly 16.07 - 21.54 • Budget & Financial Reporting Analyst Monthly 2,786 - $,733 Annually 33,432 ' - 44,796. 52 M2 Wastewater Operations Supervisor Hourly 16.48 - 22.09 • Water Operations Supervisor Monthly 2,857 - 3,828 Grounds Supervisor Annually 34,284 - 45,936 Streets Supervisor Technical Services Specialist Fleet & Facilities Supervisor • 53 M3 Human Resources Analyst Hourly 16.90 - 22.65 Monthly 2,929 - 3,926 • Annually 35,148 - 47,112 55 M3 City Recorder Hourly 17.79 23.84 • Monthly, 3,083 - 4,132 Annually 36,996 - 49,584 56 M2 Library Division Manager Hourly 18.24 - 24.44 • Monthly 3,162 - 4,237 Annually 37,944 50,844. 212 • f` 9:::: Atl . ::::>....::::::>`:»:<:>::>:<:::::>::::>:::<:::::>:::::':><::::>::::: >::::::<::::<:::::<:::: iC ltd .t?x. . l#Y : ................:IUI.a era0ntl rvfe 9 1e fv ..i9 f~;3h Cat::.'n.::.:::>:<::::::<:>:::>?:>:>::>C€?is~i€iC~tt4h.. ttle . 57 M3 Senior Human Resources Analyst Hourly 18.70 - 25.06 Senior HR/Telecommunications Analyst Monthly 3,241 - 4,344 Annually 38,892 - 52,128 58 M2 Project Engineer Hourly 19.19 - 25.71 Operations Division Manager Monthly 3,326 - 4,457 Property Division Manager Annually 39,912 - 53,484 Utility Division Manager Administrative Services Manager 59 M2 Planning Supervisor Hourly 19.68 - 26.37 Plans Examination Supervisor Monthly 3,41.1 - 4,570 Annually 40,932 - 54,840 60 M2 . Senior Management Analyst/Risk Hourly, 20.18 - 27.05 Inspection Supervisor Monthly 3,498, - 4,688 Annually 41,976 - 56,256 61 M2 • Planning Manager Hourly 20.70 - 27.74 Financial Operations Manager Monthly 3,588 - 4;808 Annually 43,056 - 57,696 100 M4 Police Sergeant Hourly 21.51 - 28.82 Monthly 3,729 - 4,996 Annually 44,748 - 59,952 64 M2 Engineering Manager Hourly 22.33 - 29.93 Monthly 3,871 - 5,188 . Annually 46,452 - 62,256 66 M2 Assistant to the City Manager Hourly 23.50 - 31.48 Network Services Director Monthly 4,073 - 5,457 Building Official Annually 48,876 - 65,484 68 M2 Human Resources Director . Hourly 24.72 - 33.12 Monthly 4,284 - 5,740 Annually 51,408 - 68,880 105 M2 Police Lieutenant Hourly 24.41 - 32.71 Monthly 4,231 - 5,670 Annually 50,772 - 68,040 70 M1 Library Director Hourly 26.00 - 34.84 Director of Finance Monthly 4,506 - 6,038 City Engineer Annually 54,072 - 72,456 108 M2 Police Captain Hourly 26.34 - 35.29 Monthly 4,565 - 6,117 Annually 54,780 - 73,404 72 M1 Public Works Director Hourly 27.35 - 36.64 Community Development Director Monthly 4,740 - 6,351 Annually 56,880 - 76,212 112 M1 Police Chief Hourly 29:14 - 39.05 Monthly 5,050 - 6,769 Annually 60,600 - 81,228 213 r 1... Adept Bc! ::>cat[Q>>«<>>>«'<>>><>«'><><'««>>'<'> ....9.:::::::::::: Sch9w e:<f:... 9....1 Rai a.n: • 450 Records Specialist Monthly 2,160 2,268 2,381 2,501 2,625 Hourly 12.46 13.08 13.74 14.43 15.14. Annually 25,920 27,216 28,572 30,012 31,500 454 Property/Evidence Clerk Monthly 2,390 2,509 2,635 2,767 2,905 Senior Records Clerk Hourly 13.79 14.48 15.20 15.96 16.76 • Annually 28,680 30,108 31,620 33,204 .34,860 • 450 Detective Secretary Monthly 2,160 2,268 2,381 2,501 21625 Hourly 12.46 13.08 13.74 14.43 15.14 Annually 25,920 27,216 28,572 30,012 31,500 454 Community Service Monthly 2,390 2,509 2,635 2,767. 2,905 Officer Hourly 13.79 14.48 15.20 15.96 16.76 • Annually 28,680 30,108 31;620 '33,204 34,860 • 350 Police Officer Monthly 3,090 3,170 3,336 3,511 3,698 Hourly 17.83 18.29 19.25 20.26 21.33 Annually 37,080 38,040 40,032 42,132, 44,376 1 214 , 4199i8199Ati' .tei13E1`t:<;:>;><« <::«:':><<;''«>< <`><><><>>!>;>':<<>':» ><[_>>>>><':>>>>> p:::..:...9 ::Ore' oa €I ' <<" '''af and . 4! < s t » 3':>'. S to . 200 Administrative Specialist I Monthly 1,713 1,798 1,889 1,983 2,082 2,185 2,294 Hourly 9.88 10.37 10.90 11.44 12.01 12.61 13.23 Annually 20,556 21,576 22,668 23,796 24,984 26,221 . 27,529 201 Accounting Assistant I Monthly 1,756 - 1,843 1,936 2,032. 2,134 2,241 2,353 Utility Worker I Hourly 10.13 10.63 11.17 11.72 12.31 12.93 13.58 Building Maint. Tech I Annually 21,072 22,116 23,232 24,384 25,608 26,893 28,237 202 Library Assistant Monthly 1,800 1,891 1,985 2,085 2,189 2,299 2,414 Hourly 10.38 10.91 11.45 12.03 12.63 13.26 13.93 Annually 21,600 22,692 23,820 25,020 26,269 27,589 28,969 206. Administrative Specialist II Monthly 1,992 2,092 2,197 2,307 2,422 2,543 2,670 PBX Operator Hourly 11.49 12.07 .12.68 13.31 13.97 14:67 15.40 Senior Library Assistant Annually 23,904 25,104 26,365 27,685 29,065 30,517 32;041 Microcomputer Support Assis _ 207 Accounting Assistant II Monthly 2,044 2,145 2,252 2,365 2,483 2,608 2,738 . Hourly 11.79 12.38 12.99 13.64 14.33 15.05 15.80 Annually 24,528 25,740 27,025 -28,381 29,797 31,297• 32,857 209 Utility Worker II Monthly 2,151 2,258 2,371 2,490 - 2,614 2,744 2,882 ' Engineering Technician I Hourly 12.41 13.03 13.68 14.37 15.08 15.83 16.63 Building Maintenance Tech. Annually 25,812 27,097 28;453 29,881 31,369 32,929 34,585 Maintenance Services Tech. 210. Sr. Admin Specialist Monthly 2,206 2,316 2,432 2,553 2,681 2,814 2,955 Information Processing Tech. Hourly .12.73 13.36 14.03 14.73 15.47 16.23 17.05 Code Compliance Specialist Annually 26,473 27;793 29,185 30,637 32,173 33,769 35,461 211 Senior Accounting Assistant Monthly 2,263 2,376 2,495 2,619 2,750 2,887 3,031 Hourly 13.06 13.71 14.39 15.11 15.87 16.66 17.49 Annually 27,157 28,513 29,941 31,429 33,001, 34,645 36,373 213 Senior Utility Worker Monthly 2,379 2,498 2,623 2,755 2,892 3,037 3,189 Mechanic Hourly 13.73 14.41 15.13 15.89 16.68 17.52 18.40 Water Works Inspector Annually 28,549 29,977 31,477 33,061 34,705 36,445 38,269 Water Qual Prog Coordinator Urban Forester 'Development Services Tech 215 :998199::Ae:ted:£I...... t lip ?<'<Ste 6....... t '~calto'>itle<>><`'<» `Ste 'sy°!'.~~t....... :':sari' 215 Engineering Technician II Monthly 21504 2,629 2,761 2,899 3,043 3,196 31355 Network Technician Hourly 14.45 15.17 15.93 16.73 17.56 18.44 19.36 Inspector I Annually 30,049 31,549 33,133 34,789. 36,517 38,353 40,261 Librarian 219 Senior Engineering Tech. Monthly 2,769 2,908 3,054 3,207 3,367 3,536 3,712 Hourly 15.98 16.78 17.62 18.50 19.43 20.40 21.42 Annually 33,229 34,897 36,649 38,485' 40,405 42,433' 44,545 , 220 Plans Examiner Monthly 2,843 2,985 3,134 3,290 3,454 3,627 3,808 • Hourly 16.40 17.22. 18.08 18.98 19.93 20.93 21.97 Annually 34,117 35,821 37,609 39,481 41,449 '43,525 45,697 221 Inspector II Monthly 2,915 3,061 3,214 3,374 _3,543 3,720 3,906 Hourly 16.82 17.66 18.54 19.47 2044 21.46: 22.54 Annually 34,981 36,733 38,569 40,489 42,517 44,641 46,873 223 Engin./Surrey Specialist Monthly 3,065 3,218 3,379 3,548 3,726 3,912 4,107 Hourly 17.68 18.57 19.49 20.47 21.50 22.57 23.69 Annually 36,781 38,617 40,549 42,577 44,713 46,945 49,285 224 Senior Plans Examiner Monthly 3,143 3,300 3,466 3,639 3,821 4,012 4,213 • Hourly 18.13 19.04 20.00 20.99 22.04 23.15 24.31 Annually 37,717 39,601 41,593' 43,669 45,853 48,145 '50,557 225 Senior Inspector Monthly 3,223 3,385 3,554 3,732 3,919. 4,115 4,321 Hourly 18.59 19.53 20.50 21.53 22.61 23.74 24.93 Annually 38,677 40,621 42,649 44,785 47,029 49,381 51,853 216 • >;adc~ . I . ::.::.::.::.::.:.;.;::::::::c af::TI and . g9 . Community Services 1110 Police Administration typewriter 0 800 (1) 650, Digital Camera (1) 400 Replacement Vehicle (1) 17,700 Total Police Administration 18,500 1,050 1120 Police Operations Cell Phones (3) 750 Replacement Patrol Vehicles (4) 85,616 (5) 126,000 Patrol Motorcycle (1) 9,500 (1) 10,000 Radios (2) 4,600 (5) 12,500 Office Workstations (3) 6,000 Weapons: MP-5 rifles (3) 6,000 Radar gun replacements (3) 2,850 (2) 3,000 . New Computers (3) 4,200' Stop Sticks (5) 2,000 Master light bar w/traffic stick & siren (1) 2,030 Replacement Ballistic Vests (15) 9,375 New Ballistic Vests (3) 980 Fingerprint Kit . (1) 300 Mobile Data Terminal (1) 8,000 Automated Firearms System (1) 8,520 Riot helmets with face shield (10) 2,000 Replacement K-9 (1) 10,000 Total Police Operations 104,566 209,655 1130 Police Investigation. Replacement Detective Vehicles (2) 32,900 Display telephones (3) 1,005 Cellular phones (4) 2,000 DSS 40 button transfer panel (3)' 870 Night camera system (1) 750 Office furniture (1) 1,400 (12) 18,690 Laser printer replacements (2) 3,400 Filing Shelves (9) 12,739 Zoom lens - surveillance van. (1) 900 Double head VCR/Time lapse rec./Monitor (1) 1,000 Video system - interview room (1) 2,500 VCR & Video printer for Surveillance sys. (1) 2,500 Digital cameras (4) . 1,600 Security Camera system (1) 13,712 Micro-Recorder/Rat Mics (3) 500 Docking stations for laptop computers (1) 1,000 Computer replacement (14) 18,600 (11) 15,400 " Laptop Computers (5) 12,500 Total Police Investigations 55,150 88,816 Total Police 178,216 299,521 , 217 79'8f9 Rd ...:::::::.::.::::::::.::::::.:.....:.::.::...................9 ..:..:.::::.:...9.:.. t u . 1410 Library - Administration • Children's computer (1) , 1,200 Replacement Computer Workstations (21) 22,500- Laptop Computer (1) 2,500 9 GB Hard Drive upgrade (1) . 3,000 Public Workstation - Word & Excel Capability (1) 1,200 32" RCA Stereo Monitor Television (1) 600 • Internet Workstation (1) 1,000 Locking mobile video storage cabinet (1) 425 , IAC Print Workstation - Magazine Access (1) 2,500. • Total Library Administration 31,400 3,525 1420 Library - Readers Services New Chairs (4). 1,200 Reference desk light (2) 758 • Computer tables (3) 600 Wireless System Microphone (1) 336 Rotor Island Tower Bookshelf 0-) 480 Da-lite Wall Mount AV Screen (1) - 204 Modular office furniture (1) . 300 Total Library Readers Services 0 3,878 1430 Library - Technical Services • Modular office furniture (2) 1,000 Label printers (1) 1,000, Replacement Computers (17) 23,800. , Total Library Technical Services 0 25,800 1440 Library -Circulation office furniture (2) 600. Book carts (1) 433 Rebarcoder . (1) 2,050 Compact Shelving (1) 4,000- • Total Library Circulation 4,433 2,650 • Total Library 35,833 35,853. • 1600 Parks & Grounds • Computer Workstation (1) 1,627 String Trimmer (1) 340 i Waterjet Cleaner (1) 1,700 Equipment Trailer (1) 2,600 Bike/Pedestrian path mower (1) .15,000 72" rotary, deck mower (1) 22,000 String Trimmer (1). 280 WeedeaterBrush cutter (2) 1,000 15 gallon sprayer (2) 500 Push leaf blower (1). . 1,100 Renovation Equipment . (3) 28,500 Three Wheeled Edger (1) 600 • Backpack Blowers (2) 1,000 (2) 770 Drinking Fountain (1) 1,600 , 20 x20 Tent Awning Cover (1) 1,200 Replacement Hand Held 2-way Radios (5) 31550 (2) 1,600 Total Parks & Grounds 8,290 76,677 Total Community Services 2229339 412,051. 218 1998199:::::>Ad" ed:Bud` et > :>'::»<«<>>`<<><> €<<« > : '::<'«<::><><:> W" ita ..15u~ .p~ ni clerlil af:a . Public Works 2110 Administration Conference Room Chairs (6) 1,800 Office Workstation (1) 900 HP Laserjet Printer (1) 1,500 Replacement Office Chair (1) 350 Telephone Headset (1) 250 Microwave Replacement (1) 300 VCR for Training and Emergency Management (1) 300 Video Camera (1) 800 Radio 800 MGHZ (1) 2600 Total Administration' 3,800 5,000 2120 Sanitary Sewer Computer - Replacement (1/2) (1) 815 Office Workstations (1 /2) (1) 450 Truck Mounted arrow board (1/2) (1) 750 Line Cleaning truck w/camera system (1/2) (1) 42,500 Hydraulic Concrete breaker for backhoe (1 /3) (1) 4,500 Concrete and Asphalt Saw w/trailer (1 /4 cost) (1) 4,500 AC/Concrete Blades (1/2) (1) 830 Replacement 2-way Radios (1/2) (4) 2,844 (1) 800 Locator Sewer Snooper (1) 400 Heavy Duty Tripod Light Stand (1) 400 Trailer Mounted Emergency Light Tower (1) 5,250 Total Sanitary Sewer 13,394 50,645 2125 Storm Sewer Computer - Replacement (1 /2) (1) 815 Office Workstations. (1,/2) (1) 450 Truck Mounted arrow board (1/2) (1) 750 Line Cleaning truck w/camera system (1/2) (1) 42,500 Hydraulic Concrete breaker for backhoe (1 /3) (1) 4,500 Cloud Ct. Detention Pond Maintenance (1) 10,000 Shady Place Detention Pond Maintenance (1) 4,500 Titan Lane Detention Pond Maintenance (1) 4,000 Steve Street Drainage Channel Maintenance (1) 1,000, Concrete Chain Saw Cutter (1) 910 Concrete and Asphalt Saw w/trailer (1 /4 cost) (1) 4,500 AC/Concrete Blades (1/2) (1) 830 Tractor Mower (Split Storm & Parks) (1) 15,000 Trailer Mounted Emergency Light Tower (1) 5,250 Replacement 2-way Radios (3) 2,130 (2) 1,600 Total Storm Sewer 27,290 71,445 2130 Streets Maintenance Asphalt Trench Paver (1) 2,200 Post Driver (1) 5,000 3 Ton Utility Trailer for roller (1) 3,800 2-way Radios (8) 5,688 (1) 9,393 Concrete and Asphalt Saw w/trailer (1/4 cost) (1) 4,500 Total Streets Maintenance 19;581 11,000' 219 . .::::.::.::.9 .:<:::::::::>::>::>:Sc xed le.af...a al.. ...rent.................................................................................. fit < < .....A ..............t 2150 Fleet Maintenance Automatic Table Lift (1) 1,200 Parts Washer (1) 2,700 • Top Box for tools (1) 600 . Scan Tool (1) 2,400 Total Fleet Maintenance 1,200 5,700 a 2170 Water Landscaping, at Reservoir site #3 (1) 8,000 Fencing at Reservoir site #2 (1) 5,000 Menlor Reservoir Drainage System 40,000 • Color Deskjet printer (1) 500 Computer Equipment/Laptop (3) 7,700 Removal of diesel fuel tanks at High Tor #2 (1) 64,000 • Asphalt and Curbing - High Tor Reservoir 20,000 Maintenance - Exterior Reservoir 42 30,000 Hand Held 2-way Radios (9) 6,390 (4) 850 Replacement 3/44on 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 Dump Truck - Replacement 5 yd. (1) 80,000, Office Workstation (1) - 900 Extension for Speed-Shore (1) 800 Gas powered Cut-off saw (1) 750, • Panic Bars - water building (1) 3,800 SCADA Equipment 5,000 14,000 Computer - replacement for SCADA (1) 7,000 • 3-inch Trash Pumps (2) 2,700 2-inch-Trash Pumps (2) 2,500 Concrete and Asphalt Saw w/trailer,(1 /4 cost). (1) 4,500 • Cutting chain for hydraulic chain saw - replace. (1) 1,000 Saw blades - replacements (1) 1,650 Hydraulic concrete breaker for backhoe (1 /3) (1) 4;500 • Electric Drive & Generator for Tapping Machine (1), 3,395 Direct Line Locator (1) 3,300 • Total Water 164,885 195,250 Total Public Works 230,150 339,040 • Development Services 2210 Administration Map Racking System (1) 600 (1) 800 Dot matrix printer - receipt printing (1) 1500 • Front Counter Fax Machine (1) 1,500 Office Fumiture (1) 575 (1) 810 Literature rack (1) 325 • Cellular phone - floater (1) 410 DSS phone for receptionist (1) 375 Tables (2) 425 Computer Workstations (8) 13,340 (3)' 5,875 Total Administration 16,015 9,520 - 220 9 . X39.::......... pt g y::.:.:::... g....... P..:.::::::f:::.C?.:::::. 2220 Building Inspection Computer Workstations (9) 14,400 (4) 7,500 Lateral File Cabinets (2) 1,200 Laser printers - replacements (2) 2,000 Computer - new (1) 1,800 Fax machine (1) 1,000 HP 12C Calculator (1) 200 Plans storage cabinet (1) 1,300 Drill stamping mechanism (1) 3,200 Total Building Inspection 15,600 17,000 2230 Current Planning Cellular Phone for CSO (2) 150 Digital camera - CSO (1) 700 Modular office furniture (2) 4,500 17° computer monitors (3) 1,425 HP Laserjet printer (1). 1,530 Laptop Computer for CSO (3) 3,500 (1) 3,000 Computer Workstations (3) 4,800 Total Current Planning 8,450 11,155 2235 Long Range Planning GIS workstation upgrade (1) 600 Computer workstation (1) 3,500 (2) 3,600 Office furniture (1) 2,000 Upgrade GIS Monitor to 17 (1) 700 Total Long Range Planning 4,800 5,600 2240 Engineering Lap Top computer (1) 4,000 (1) 4,000 Modular workstation (1) 1,500 Inspection Van - replacement vehicle (1) 25,000 Laser printer (1) 2,500 Computer workstations (6) 12,300 (5) 12,000 Fax machine (1) 1,000 Traffic Counter (1) 1,000 (2) 2,000 Total Engineering 17,300 48,000 Total Development Services 62,165' 91,275 Policy & Administration 3110 Mayor &.Council Computer workstations (1) 1,850 (2) 31000 Total Mayor & Council 1,850 3,000 3120 City Administration Folding Table Replacement in Town Hall (16) 1,850 Laser printer - replacement (1) 1,600 Computer - replacement (1) 2,000 (3) 4,500 Dictating equipment - new (1) 700 Overhead storage racks (1) 275 Total City Administration 3,850 7,075 221 • s edi~eal`C;::::.:ifais. • q.;:.;;p:.;:.;> • tad:::>><><>`# >><clc'»..;'<>><' 3130 Human Resources • Lateral file.cabinet 475 Computer (replacements) (2) 3,000 • Total Human Resources 0 3,475 3210 Finance • Office furniture (1) 600 • Laserjet color printer (1) 500 • Total Finance 0 1,100 3220 Computer Systems • Tape & Disk Storage System (1) 200 • Bookshelves (4) 1,600 • Storage cabinets (1) 250 VCR - classroom (1) 200 • Voice mail upgrades (1) 5,490 • Misc. supplies - new tech. (1) 500 Replacement desks (2) 1,000 • Computer workstation - new staff (1) 1,500 • Office Chairs (2) 720 Office furniture - workstation (1) 2,000 Computer Workstations (3) 5,000 Laptop Computer (1) 2,600 (2) 5,000 • Ethernet adapters (10) 750 • File server - Police (1) 7,000 File server - Finance (1) 7,000 • • File server - emergency backup (1) 7,000, Hub -.Library (1) 1,000 (3) 6,000 Hub - County Urban Services (1) 1,000 • Hub - Public Works (1) 2,000, • Hub - Police (3) 6,000 Hub -Schramm Building. (1) 2,000 • Lan City Bridge Upgrade from 4MB to 10MB (1) 3,000 • RAID Controllers (4) 7,800 (4) 7,600 SCSI CD ROM Drive (1) 100 • Total Computer Systems . 21,420 62,890 • 3230 Accounting • Replacement calculators (3) 400 NT File Server for new accounting software (1) 7,500 • Dot Matrix Printer- (1) 450 • Telephone Headset (1) 250 2-way radio - office vehicle (1) . 450 • Fax Machine - replacement (1) 1,165 • Office chairs - replacement (4). 1,200 Office furniture -'new staff (1) 1,400 Telephone - new staff '(1) 400 Typewriter - new staff (1) 500 Shelving Units 780 Computer Equipment - new staff (1) 1,500 Total Accounting 9,380 6,615 • • • • • 222 • . "Mi s';34do ecl:...:. ig :....:.:.;.;;.::.;:.;:<.Schedu e...::.::.::::::.:::.:::::.:::::::::::: 3310 Risk Management Guest chairs (4) 660 Conference table (1) 740 Storage cabinet (1) 390 Computer,Workstation (1) 2,000 Total Risk Management 2,000 1,790 3320 Office Services Computer workstation - replacement (1) 2,750 (2) 4,000 Color printer (1) 500 Scanjet 5000 color scanner (1) 500 Document feeder - color. scanner (1) 500 Total Office Services 2,750 5,500 3330 Records Lockable lateral file cabinets (1) 280 Total,Records 0 280 " 3340 Municipal Court Computer Workstations (2) 4,000 Glare guard - computer monitor (1) .300 Printer - receipt printing for court (1) 1,000 Total Municipal Court 4,000 1,300 Total Policy & Administration 45,250 93,025 Total Capital Outlay 559,904 935,391 223 a - ' =P4RTj~NID O Yl R 84 r 1 1 3 VO _ of Tigard C~~l and. Pea, r urban cer~ Ices ¢ z and o'V Tig milks B huhzt ' 1 an c SeNces - - Area s Ana P ~ ' t~5 Y1 ~ x C ~ 1. t: a O - z~ R r~- p ~ 1 way k~,? ~st1 n R Q_ ~t~, C m ~~3 ~T1111111111 5,11 „x F* ' S ,4 J SW # sw r r GCIY pF tlGp`R y~~ND a ~ ~ T,TIN !!!0+ld a 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