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City of Tigard Budget - FY 2000-2001 • • • • • • • • ll1�=` � ' I Aff �AA t =tea • • • 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 • • • Cover Design by Nancy Lof, Office Services Division • • • • • • • • 'BUDGET COMMITTEE Mike Benner • Mayor James Nicoli George Burgess Councilor Paul Hunt Craig Dirksen Councilor Brian Moore Gene Farnstrom Councilor Joyce E. Patton Darlene Stevens Councilor Ken Scheckla CITY STAFF • City Manager William A. Monahan Public Works Director Ed Wegner Library Director Margaret Barnes Chief of Police Ron Goodpaster City Engineer Gus Duenas Director of Finance Craig Prosser • Director of Network Services Paul deBruyn City Recorder Cathy Wheatley Community Development Director James N.P. Hendryx • Human Resources Director Sandy Zodrow Risk Manager /Management Analyst Loreen Mills City Attorney Ramis, Crew, Corrigan & Bachrach • / /y /M//// / / /�1 + I es =umiak City of Tigard, Oregon • • • • • • • • • GOVERNMENT FINANCE OFFICERS ASSOCIATION • • Distinguished Budget Presentation • Award • PRESENTED TO • • City of Tigard, • Oregon • • • For the Fiscal Year Beginning • A July 1, 1999 • • • z‘ • • 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, 1999. • • 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 • another award. • • • • • • ':'O ONtEN > . >::: >::::z<:::: >::> > >< :«< > »>> >> • BUDGET INFORMATION: Readers Guide to the Budget Document 1 Council Goals 3 Budget Process 4 ' City Information . . Organizational Strucure 7 Fiscal Policies 7 Property Tax Summary 11 Assessed Valuation 12 Program Budget Matrix 13 , Comprehensive Long Term Financial Plan 16 REVENUE SUMMARY: Revenue Summary 24 Property Tax Revenue 26 ' State Revenue ' 27 Enterprise - User Fee Revenue 27 ' Connection Fee Revenue 28 • Permit Revenue 28 Franchise Fee Revenue • 29 ' '• County Revenue 29 Fine Revenue 30 Interest Revenue 30 FUND SUMMARIES: General Fund 31 . . Enterprise Funds 36 'Sanitary Sewer Fund 37 Storm Sewer Fund 39 Water Fund 41 • Water SDC Fund 43 • Water CIP Fund 44 Water Quality/Quantity Fund 45 Special Revenue Funds 46 • Building Fund - 48 ' Electrical Inspection Fund • 49 Urban Services Fund 50 . Criminal Forfeiture Fund 52 State Gas Tax.Fund 53 County Gas Tax Fund 54 Traffic Impact Fee Fund .55 Traffic Impact Fee -Urban Services Fund 56 ' . Parks SDC Fund . 57 Underground Utility Fund . . 58 Workers' Compensation Fund 59 Tree Replacement Fund . 60 Debt Service Funds 61 General Obligation Debt Service Fund 63 Bancroft Bond Debt Service Fund 64 - Capital Projects Funds • 65 . SW Dartmouth LID Fund 66 Park Levy Improvement Fund . ' . 67 , Facility Fund 68 . Metro Greenspace Fund 69 69th Ave. LID Fund 70 • • • • :<:: :: :'CITY: TO . : :.; . O ::>::::: : >: >`:: >: :::: >::: >: >:<:: >:<`:<' ; < °'` <<;>::::: :: : : : €:: :::: ::::::: : :: : : :: :: : :. • • C- N: z::::::::::::::::?;: : : : ::: : : : € :: :: : : : : : :: :.: > : :: : :: :: : : :< :: " : : : :::: : : :: :: < Page • • PROGRAM EXPENDITURES: • Program Budget Organization 71 • Organization Chart 74 ' • Expenditure Summary - By Program 75 • Operating Budget History 76 • Total Operating Budget 77 • COMMUNITY SERVICES PROGRAM: • Community Services Recap 78 • ' Police 79 • • Library 90 Social Services and Community Events 103 • • Parks and Grounds 104 • PUBLIC WORKS PROGRAM: • Public Works Recap 107 • Public Works Administration 108 • Sanitary Sewer 111 Storm Water • 114 • • • Street Maintenance 117 • Fleet Maintenance 120 Property Management 123 • Water 126 • DEVELOPMENT SERVICES PROGRAM: • Development Services Recap 129 • Community Development Recap 130 . • CD Administration 131 Building Inspection 134 • • Current Planning 137 • Long Range Planning 140 Engineering 143 • Street Lights & Signals 146 • POLICY AND ADMINISTRATION PROGRAM: • Policy and Administration Recap 149 • City Administration Recap 150 • Mayor and City Council 151 • City Management 154 • Human Resources 157 • Network Services 160 Risk Management 163 • Visioning 166 Finance Recap ' 167 Finance 168 • Financial Operations '171 • Administrative Services Recap 174 • Office Services 175 • Records 178 • Municipal Court 181 • • • • • • GENERAL GOVERNMENT PROGRAM: 184 City Wide Support 186 City Attorney 187 • DEBT SERVICE /CAPITAL IMPROVEMENTS /CONTINGENCY: Debt Service Program Summary 188 General Obligation Bonds 190 • Bancroft Improvement Bonds . 191 Capital Improvements Program Summary 192 Summary of Capital Projects 194 Summary of General Capital Improvements 195 Contingency 221 APPENDIX: Schedule of Appropriations 222 Glossary of Budget Related Terms 226 Advisory Committee 231 Staffing Summary 233 • Management/Profes Group Salary Schedule -234 Tigard Police Officers Association Salary Schedule 237 Oregon Public Employees Union Salary Schedule 238 Schedule of Capital Equipment 240 • City of Tigard Map 243 Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balance Special Revenues 244 Combined Budget Statement of Revenues, Expenditures and Changes in Retained Earnings All Proprietary Funds 245 . Combined Budget Statement of Revenues, Expenditures and Changes in Fund Balances All Government Funds 246 • ID 0 • • • 0 •••••0••••••••• •••0••••••0•••••••••••••••••••• r 1 PT e w � I U Budget Message 4101 4 CITY OF . . 1 1 * May 1, 2000 E Honorable Mayor Nicoli, Members of the City Council, and Citizen Members of the Budget Committee, I hereby submit for your consideration the proposed 2000/2001 Budget for the City of Tigard. Tigard continues to operate within guidelines of the Financial Plan, which was established in 1995. Updated annually, the Plan projects our revenues and expenditures for all funds and activities through.2004 /05. The Plan provides the growth of the community, the addition of new programs and our commitment to continue to provide quality services to the community. Major Issues • On May 17, 2000, almost 1,100 new residents will be added to Tigard's population resulting from the City Council's February 2000 action to approve 16 separate annexations of islands in the Walnut Avenue area. This major step to create more uniform City boundaries will provide the City with an opportunity to work cooperatively with our new citizens to address the problem of failing septic systems that has adversely affected individuals within the area. Through the use of the City's successful neighborhood sewer reimbursement program, the City hopes to systematically extend service into the area in a timely manner. At the same time, City police service will be provided to the area, as well as other City services. A concern reflected in the Budget proposal is the reduction of building activity in both the City and Urban Services Area of unincorporated Washington County, that is served by the City's Building Division and Public Works. Over the past several months, building activity has diminished while the reserves in the dedicated building fund have been gradually depleted. Although recent application activity indicates that the trend could be reversed to some degree, or at least the decline made more gradual, action is necessary to lessen costs of operation until revenues become stronger. Last year, the City increased building - related fees, however, after public debate, the increase was only approximately one -half of what was needed to keep pace with costs. Thus, coupled with the downturn in activity, the building fund has suffered. During the next few months, the Community Development staff will be developing and bringing forth information for consideration by the City Council proposing fee increases in the various building- related funds. In the meantime, . staff levels have been decreased in response to decreased activity and decreased revenue. • 13125 SW Hall Blvd., Tigard, OR 97223 (503) 639 -4171 TDD (503) 684 -2772 • • • • • Adequacy of City facilities continues to be an issue requiring attention. Generous bequests to the City library totaling in excess of $850,000 received in 1999 encouraged . • the City to evaluate options to expand the library building. Presently, a committee • comprised of citizens, staff, and Council is evaluating options and likely will be • presenting a recommendation in the coming budget year. 'A proposal to begin to set - • aside funds for a new library facility is included in this budget. This set aside will form a • construction reserve. The FY 2000/01 contribution along with the two bequests • received in FY 1999/01 creates an initial reserve of $1 million. Setting_ aside of funds in the proposed budget to be used for a future library project has an impact in each • General Fund driven service contained in the budget. • Over the past year, the City Council's previous decision to pursue use of the Willamette • River as a source of drinking water was set back by the voters through the initiative • process. In September 1999, Tigard's voters approved a Charter amendment which . • requires that voter approval be gained before the Willamette Rivers is used as a • drinking water source. No attempt has been made to obtain this voter approval; thus • the Willamette River option is not being actively pursued. As a result, some of the • financial proposals contained in the Budget for Fiscal Year 1999/2000 do not appear in this Budget. Tigard is not participating in the design and construction of a Willamette .• River water treatment plant. Instead, the City is presently considering other options • - available to it, including to continue to purchase water supplied from the Portland Water • Bureau, purchasing water from the Joint Water Commission in Washington County, and • possibly joining with the South Fork Water Board,, which utilizes water from the Clackamas River. • Given the need to fully evaluate pre_ sent and future cost of water supply, water delivery • systems, and impact on consumer rates, the Council and staff are proceeding • cautiously to consider the alternatives. Regardless of the course selected, the Intergovernmental Water Board is considering a water rate increase. Costs associated • with evaluation of options are included in the Budget proposal as is anticipated • increased revenue as a result of water rate adjustment. • • A transportation bond will likely be before the voters of Tigard in November 2000. The City Engineer and the Transportation Advisory Committee compiled a list of potential • road improvements through an extensive public process. • • 2000/01 Budget Proposal • • As in prior years, the budget proposal for 2000/01 has been designed to insure the • continued provision of quality services to the community. In addition, resources are • allocated for new programs such as Photo Radar, which will be employed to improve traffic safety throughout the community. All City department heads were asked to • budget in accordance with the Financial Plan Guidelines, but to attempt to reduce • • • ii • • • General Fund costs wherever possible to create a pool of funds for the library construction project. The proposed operating budget of $24,771,770 represents an increase of 1.9% over the FY 1999/00 Adopted Operating Budget. This low growth rate is possible because of strong financial management by City staff and cost savings such as the projected reduction in Portland wholesale water rates following the large increase the City experienced in FY 1999/00. The proposed 2000/01 budget calls for a net increase of 2.05 positions, from 252.2 to 254.25. The introduction of Photo Radar will add personnel in Police Operations, as well as in the Finance Department — Municipal Court. The increase in staffing was anticipated in the Financial Plan. Staffing increases and decreases proposed in the budget are as follows: Community Development — a decrease of 1.0 in CD Administration and 2.5 in Building Inspections; Finance — an increase of 1.0 in Administration (approved mid -year FY 1999/00), .75 in Financial Operations (transferred from the Water Division), and 1.0 in Municipal Court; Library — an increase of .20 in Library Administration and .10 in Technical Services; and Police — an increase of 2.5 in Operations. The proposal includes $1,011,100 in capital equipment. In FY 1999/00, the City Council approved a revision to the City's Fixed Asset Policy recommended by the City's independent financial auditors. This revision increased the dollar definition of capital outlay items from $200 per item to $2,500 per item. Items formerly budgeted under capital outlay are now budgeted as Materials and Services. This change accounts for the apparent decrease in capital outlay expenditures in this budget. The FY 2000/01 budget also establishes several transfers from the General Fund to other City funds for various purposes: • The largest transfer ($400,000) is from the General Fund to the Facilities Fund for the new library project. This transfer includes $200,000 for the design, site selection, and preliminary engineering for a new library. The balance of the transfer ($200,000) will be used as a reserve for future construction costs. The City Council will be presented with alternative funding options to pursue. One option could be to 8 annually set aside funds until sufficient funds are available to build a facility. Another option is to secure land during one year, design a building the next, and then seek voter approval of a bond measure for construction. Grants, bequests, and other alternative funding sources may also be available. • While the Library is great, other City facilities also require attention. The proposed budget also transfers $150,000 in accordance with past Council policy to address building repairs that are needed to maintain the. City's substantial investment in offices and space to provide services to the public. iii • • • • • Finally, the Budget includes a transfer of $10,000 to the Electrical Inspection Fund to • maintain a positive fund balance. • For the first time, the budget includes creation of a computer system reserve. The City •' follows a replacement schedule for smaller computer equipment but major computer • system replacements have been funded on an as- needed, as- available basis. The City • uses three, major computer systems for key functions: Springbrook Software for financial • systems, Hansen software for public works systems, and Tidemark software for development services. The first of these systems will be ready for replacement/upgrade • in FY 20001/02. The FY 2000/01 proposed budget includes an initial contribution of • $125,000 to a reserve to be used for these major system costs. • • Following is a description of the budget proposal for each department as designed to continue to provide quality services while "addressing significant issues: • • Finance • Funding for additional 1.75 FTE (full -time equivalent) is proposed, 1.0 FTE employees • to handle increased volume in Municipal Court related to the introduction of Photo Radar, and .75 FTE transferred from the Public Works Water Division to handle utility • billing service turn -offs and turn -ons. This increase is in addition to one position that • was added mid -year FY 1999/01. The Department has undergone significant staffing • changes over the last year, as well as a software conversion. Centralized City costs, • such as citywide postage, records retention, central switchboard, and Web support are all found in the Finance Department Budget. Growth in the community results in • increased cost to upgrade these systems and keep up with demand. • Engineering The Engineering Department continues to design and contract for improvements to '• streets, bridges, sanitary sewers, storm drainage, and parks. Over the past few years a • backlog of projects has been completed, many at very favorable cost. Development • review activity has slowed some in number due to the reduction of applications • submitted. However, the complexity of review continues to increase as development on steeper lots with drainage and stability issues increases. Traffic continues to be - • Tigard's major issue. Thus, traffic impact is an issue in developmentreview, traffic - • calming is a concern in existing residential areas, and design of improvements for major • traffic routes and intersections spur the need for capital projects addressing changing • needs. Professional services, software upgrades, and facilities to record completed public facilities plans are requested in this budget. • • Library • Small increases in staffing in the Technical Services area (0.10 FTE) and Library Administration (0.20 FTE in Volunteer Support) are proposed. Due to the limitations of • space in the existing library, additional staffing increases cannot be accommodated. • • • iv • • • Presently a task force of City staff, interested citizens, and an architectural firm is developing a proposal for a new library. The effort was stimulated by the receipt of two generous bequests in 1999. Due to limitations at the existing Civic Center site on Hall Boulevard., Council made a decision to explore relocating the library off site, which would have the additional impact of freeing up the present library space for other City use. a, to $400,1 project design , site selection the libr and ry to up reserve for 000 future is construction designated in the costs. 2000/0 It is budget expected for that a library design, which will address all programming needs, will be developed in 2000. Funds are also in the budget for collection development, programs, and repair of furnishings. Until funding for a new facility is secured, repairs to the present library structure will be deferred, except where deferral will result in waste. Community Development Overall the Community Development staffing will decrease by 3.5 FTEs, due to the downturn in development activity. The department has held positions vacant since January 2000 in anticipation of this reduction. These positions will remain vacant as development estimates indicate that construction levels will not rise to the levels anticipated in the Financial Plan. (If development activity increases more than presently expected, staff will return to the Council mid -year to restore some of these positions.) Compounding the financial situation is the fact that building fees have not been increased at least since the 1970s, until .a 51 percent increase was made in 1999. That increase, however, according to a staff analysis, is inadequate to cover the costs of delivering service. The City Council will be considering a proposal for an additional increase in building fees in the coming months. Urban services are delivered by Community Development in the unincorporated areas of Washington County. Issues such as the preservation of future park lands to serve the growing population in the area continue to be a concern. The Long Range Planning unit of Community Development packaged the annexation proposals that were approved during Budget Year 1999/00. In the coming year an annexation policy will be developed, which will take into consideration the service demands of the growing population in the unincorporated area and the long -range service delivery needs of the City. Public Works Staffing in Public Works remains at the same level as in Fiscal Year 1999/00, although a Water position has been transferred to Finance and one new position has been added. Water activities continue to center on the City's effort to select a long -term water supply. In addition, the Financial Plan projects a decline in the Water Fund balance. A water rate increase has not occurred since 1993, but rates were restructured in 1996. The Intergovernmental Water Board, consisting of one Tigard City Councilor and representatives of other jurisdictions and areas receiving Tigard water, has v • • • • recommended an immediate 3% water increase in FY 1999/01. An additional increase • is forecast for FY 2000/01, though the amount of the increase has not yet been • determined. The FY 2000/01 budget includes a 10% increase in FY 2000/01 for planning purposes. • Property Management staffing increased in budget year 1999/00. Emphasis will be • placed on using existing facilities to the maximum while decisions about long -term -10 facility additions are made. The FY 2000/01 budget also transfers building utility costs formerly budgeted under General Government to the Property Management Division. This centralizes all building - related costs into one reporting unit. • • The programs of the Street, Storm and Sanitary Sewer, and Parks Units all are • impacted by the addition of facilities to maintain. The addition of the island annexation areas will result in calls from new City residents expecting that the City will address • long- standing issues that were not addressed at an urban level while under County jurisdiction. ,Capital projects and maintenance programs will be adjusted as funding permits to address the deficiencies requiring the most attention. Parks maintenance • demands increase as additional land and facilities, as well as trails,.are added to the system. Volunteer assistance has been helpful in some areas, however, overall, the • City volume of facilities (fields, play structures, acres of parkland, miles of path) will • increase.. To keep pace with growth, the unit utilizes temporary staff and carries out a • preventive maintenance program year round. • Police • • The Police budget contains an additional 2.5 positions. The positions are distributed as • follows: .5 to initiate the Photo Radar program; 1.0 to maintain staffing levels consistent - • with the growth in City population, and 1.0 FTE to serve the additional 1,100 residents added through the recent annexation of 1,100 residents. The Photo Radar program is • expected to be paid for from . revenues generated through fines while the staffing to ' • respond to population growth brought about by annexation is projected to be paid for, in part, by property tax revenues from the newly annexed area. • • In addition to these positions, the City expects to receive a grant during FY 2000/01 to fund an additional School Resource Officer (SRO). This position is not included in the • Proposed Budget at this time, pending confirmation of the grant. In future years, the • Tigard - Tualatin School District will pay one -half of the cost of funding the SRO. • • The Department will continue to replace seven patrol and detective vehicles according to the established replacement schedule. • • City Administration • • Information dissemination to the public continues to be a focus of the Department. Besides the monthly Cityscape newsletter, the Department is using the Community • • Connectors program, City WebPage, and cable television broadcast. During the next - • • • vi • • • year, each of these programs will be enhanced as all departments do more to provide information to the public in a complete, concise, and understandable manner. With the installation of new television equipment in the Town Hall through a grant from the Tualatin Valley Cable Access, the City will be able to broadcast more City Council meetings as well as additional public meetings and programming. No staffing increases are proposed for City Administration, which includes Network Services, Risk Management, and Human Resources. Centralization of computer and software purchases as well as computer training continues to prove to be cost effective. An established replacement schedule is followed for all City computers and printers Citywide memberships and meeting support costs formerly budgeted in General Government have been transferred to the Mayor and Council and City Administration budgets. Along with the transfer of building utility costs to the Property management Division, this allows the elimination of a separate accounting unit for General Government expenses. City Attorney , The City Attorney budget for litigation and miscellaneous matters is estimated at. $50,000. The balance of City Attorney services is budgeted in the various departments. Capital Improvements The budget proposal appropriates all funds, which were identified for Capital - Projects in the Financial Plan. The Capital Improvement Project development process is currently underway with the City Engineer leading the way through a series of public meetings. The results of this process will identify a list of improvement projects to be funded. The list of improvement priorities will be reviewed by the Planning Commission then presented to the City Council at the Budget Hearing meeting for approval and inclusion in the budget. The total capital improvements included in the budget proposal are $13,285,518. Debt Service The City issued General Obligation bonds in 1984 for the construction of the Civic Center. These bonds mature in 2003. The balance of debt service is related to local improvement districts and will be repaid by assessments from participating property owners. Awards The City continues to participate in the Government Finance Officers Association awards programs for Financial Reports and Budgets. The City has applied for the Certificate of Achievement for Excellence in Financial Reporting for the year ending O 0 0 vii • • • • June 30, 1999. The City also received the Distinguished Budget Presentation award for • the 1999/00 budget. The City will continue to produce quality financial documents that • meet the requirements of both of these programs. • Conclusion • • The City of Tigard proposed budget has been thoughtfully prepared to address areas of growth and to fall within the guidelines of the Financial Plan. Approval of the budget as proposed ensures the continued provision of quality, services to the public and will also • allow the provision of quality services well into the next decade. • • 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, • • • • William A. Monahan City Manager • • • I:\ADM \BILL \BUDGET MESSAGE.DOC • • • • • • • • • • • • • • • • • viii • • • • • • • • • • • BUDGET INFORMATION • • Reader's Guide to the Budget Document • City Council Goals & Tasks • Budget Process • • City Information • Organizational Structure • Fiscal Policies Property Tax Summary Assessed Valuation Program Budget Matrix Comprehensive Long Term Financial Plan • • • • • �• • • • _ I �f�AA essa • • City of Tigard, Oregon • • C r /A 1 City of Tigard, Oregon • • :Readier s:. �d. ;;the.; &ud: Doc um. • 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 detailed, budget policies established by City Council and the Budget Committee. This section also includes graphs and tables detailing the, history of. property tax rates and levies. 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, and which are segregated for the purpose of carrying on specific activities or .attaining certain objectives. The City uses 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 bases of accounting described above are in accordance with generally accepted 0 accounting principles. • Revenue Summary The Revenue Summary section provides historical revenue graphs, as well as revenue narratives by major sources of revenue. Fund Summaries The Fund Summaries section provides summary and detail information about each fund's resources and requirements. Program Expenditure Summary • The Program Expenditure summary section includes an organizational chart of City Government, organizational charts of City departments, an expenditure summary by program and an 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, Social Services and Community Events, and Parks and Grounds. Adopted appropriations, goals and objectives, and performance measures are included, for each budget unit in this program: • 1 • • • • j • Public Works Program • This section includes budget appropriations and explanatory material for the Public Works S Program. The Public Works Program includes Public Works Administration, Sanitary Sewer, . Storm Sewer, Street Maintenance,. Fleet Maintenance, Property Management and Water. • Adopted appropriations, goals and objectives, and 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 Community Development • Administration; Building Inspection, Current Planning, Long Range Planning, Engineering, and Street Lights and Signals. Adopted appropriations, goals and objectives, and 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 Management, Human Resources, Risk Management, Network Services, Finance, Financial Operations, Office Services, Records and Municipal Court: Adopted appropriations, goals and objectives, and performance measures are included for each , • budget unit in this program. • General Government • This section includes budget appropriations and explanatory material for City Attorney • services. • • Debt/CIP /Contingency This section includes information on City debt service, Capital Improvements Program and Contingency Reserves. Appendix • T • he 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.' This section also includes a schedule of capital equipment and a listing of • Board and Committee members; as well as combining financial statements showing projecting • ending fund balances for the various classes of funds. • • • • • • • • • • • • • S S • 2 • • ......: %:::: >r '0 ::: « .... .. .`.. � >` . ? <.. >. ? ?i Every year, the Tigard City Council meets to establish goals for the year. The Council goals comprise the high - priority tasks or programs that the City Council intends to complete or initiate during the year. These goals are incorporated into department work plans. The Council established the following goals for 2000: • • • Complete the City's transportation improvement program development. • Review the results of the Atfalati Recreation District Feasibility Study and determine, if • the City should support formation of the district by endorsing, forwarding the results of the study to the Washington County Board of Commissioners and asking that a measure be placed on the November 2000 ballot to form the district. • Assist the Tigard Central Business District Association to develop a plan for downtown. • Complete the City master plan for parks. • Determine the City's long -term water supply. • • • Establish an annexation policy for the City. • Encourage and support private sector programs to rehabilitate housing, which will be offered for rent at affordable rents, resulting in a safer environment for the tenants (public • ) safety, fire, life, sanitary). • Develop a demonstration bus program for Tigard intra -city services to be submitted to Tri -Met for consideration in 2000. • • To be completed this year: • • Support development of the Washington Square Regional Center Plan. Further work on a the need to coordinate the improvement of infrastructure at the time of development will be completed. • • Expand the use of the City's web page -- the City'made significant strides in 1999 and will place even greater emphasis on using the web page as a communication tool in 2000. • Strive for implementing a paperless Council meeting in 2000. Staff will investigate the steps involved to convert to Council use of notebook computers and receiving information via the internet rather than the present Council packet materials. • • • • • 3 • • • • • • • • • • The process the City follows to prepare its annual 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: • Oct. /Nov. * Finance Department prepares first draft of the Five Year Financial plan, identifying fund conditions, financial trends, and first year budget parameters. S December * Finance Department prepares budget instructions and distributes budget parameters to • departments. • January * Department Managers begin assmbling budget requests for review by the Finance • Department. • • February * Departments submit budget request and supporting documentation to the Finance Department. • • March /Apr. * Director of Finance prepares revenue estimates for coming year. • • • * Requested Budget is submitted to the City Manager. Budget discussions between • Department Managers, City Manager and Finance Department take place. • May * City Manager Proposed Budget is submitted to the Budget Committee for • • deliberation. Several public meetings are held to present the Proposed Budget to the • Budget Committee and to allow citizen comment. The Budget Committee makes • • changes as appropriate and then approves the Budget and forwards it to the City • • Council for adoption. • June * A public hearing before City Council is held to allow citizens to comment on the • Approved Budget. After the public hearing, the Approved Budget is adopted by City • Council resolution. _ • July * Adopted Budget takes effect. • • Oregon Local Budget Law requires 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, • Budget Amendment Procedures • • • •. Oregon Local Budget Law establishes procedures to amend the budget as events occur after budget adoption. • The type of events determine the procedures to be followed. • The Adopted Budget appropriates contingencies in each fund. Contingencies cannot be used unless • transferred to a specific appropriation by Council resolution by Council resolution amending the budget. • • Budget amendments during a fiscal year cannot exceed 15% of fund appropriations without approval of a Supplemental Budget. • • • 4 • • ....... ............................... . • Under Oregon Local Budget Law a Supplemental Budget is required to appropriate increased resources . within a fund (except for gifts, grants, and donations), or if total budget amendments in a fund exceed 15% of the existing appropriations. Supplemental Budgets which include changes greater than 10% in any fund must be advertised and must be approved by the Budget Committee prior to adoption by the City Council. Supplemental Budgets of less than 10% of a fund may be adopted by the Council without Budget Committee action, but must be advertised in advance of approval. If at least ten tax- . payers make a written request within ten days of the notice, the Council must refer the Supplemental Budget to the Budget Committee prior to consideration and action. OCT. /NOV. JANUARY FEBRUARY MARCH APRIL MAY . JUNE JULY ........................... ............:................ U �" Revenue >" st ates< w CO • 1 l udgetto `or'rr >5tar€a:fz >> 5 • • ::: >::<::: >::: »: >::: > < >:::: »» :« » »: >:: :::: ::::>::::::; : >:::> :: : >:::::> :< :::: >::::: <«:::<::: iiii:::>:: ion. • 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 27,050 • November 6, 1962. 1996 ' 35,021 1997 35,925 • 1998 36,680 • 1999 37,200 • Estimated Population: Jul -00 39,672 • Physical Facts: Average annual growth: 2% ' 1 '-''' Square Miles (incorporated area). 10.92 Age Groups , • • . Miles of streets 129 • Highest Elevation: Bull Mt. Summit 713 ft 7� :,,, . Lowest Elevation: Cook Park Riverfront 104 ft • 6000 . Climate: • 5000 1 * 1 . - 43.15" a ,� Economic Facts: 6000 � ' :' • I , � ilFr i i l I I , I I Estimated Em to ment 1996: 100° ? g - I P Y 27,194 Largest Employ. sector: Health Svcs. 12,544 11:. , , i , . : E • stimated Median Household income: 1996 $ 46.369 ' : N 2 2 2 2, • • e The top ten private and publicly held employers in the • ' Portland Metropolitan area, as of March 31, 2000: [ • # of Employees Housing Facts: • 1. Intel 12,000 , 2. Fred Meyer 10,100 I. Total Estimated Assessed Value • • 3. Freightliner Corp. 5,344 t in Billions: 2000 .$_ ' 3.237 4. Nike, Inc. 5,000 [ 5. U.S. Bank 4,902 i 1998/99 Statistics • 6. Safeway, Inc. 4,500 i Res. /Multi - Family Home permits issued - 229 • 7. Tektronix 4 :. 100 Average dollar value of new homes: $208,981 8. Meier & Frank Company . 3,500 Assessed Value of new homes: $37,876,657 • 9. US West Inc 3,440 t • 10. United Parcel Service Inc 3,100 li Commercial Permits issued: 18 • I.,, Assessed Value of Commercial Const. $ 26,772,534 Source: The Business Journal - March 31, 2000 • • • • • 6 • • • 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 /Manager form of government. • • Each member of the City Council is elected to serve a four -year term. The Mayor presides at Council meetings and is elected at -large for a four year term. The Mayor and, Council provide community leadership, • • develop policies to guide the City in delivering services and achieving community goals, and encourage citizen awareness and involvement. • The City Council appoints the City Manager, administrative head of,the City government. The City Manager is responsible for ensuring Council policies are implemented using resources appropriated by the Council to achieve desired service results in the community. The Mayor and Council are responsible for establishing City policies. • The City provides the following direct 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 • • Street lights • Water Utility • • Municipal court 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. The City has established a formal set of fiscal policies to ensure that the public's trust is upheld. With these fiscal policies, the City has established the framework under which it conducts its fiscal affairs, ensuring that it is, and will continue to be, capable of funding and providing outstanding local government services. The goals of Tigard's fiscal policies are as follows: 0 • • Enhance City Council's policy- making ability by providing accurate information on program and operating costs. • • Assist sound management of the City government by providing accurate and timely information on current and anticipated financial conditions. 7 • • • • • • • • "° :>A . <::::;:. , ..: ?:><:>:::>:«::'>:< s::: >i<::: » »':«_: >:: ><_::<:; >:< >:::: >:::: >:: >: >: >:<::: »::: >' ............................. an .............. Objectives of Fiscal Policies (cont'd) • • • Provide sound principles to guide important decisions of the Council and management which have S significant fiscal impact. • • Set forth operational principles which minimize the cost and financial risk of local government • consistent with services desired by the public. • • • Employ revenue policies 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. • • Provide and maintain essential public facilities, utilities, infrastructure, and capital equipment. • e_ • • Protect and enhance the City's credit rating. • • 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. • 5 The City uses the following fiscal policies to guide its financial affairs: • • • • • Revenue Policy • • Maintain a" diversified and stable revenue system 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 • and to provide the maximum yield possible in that order. One hundred percent of all idle cash will be c • ontinuously invested. S • • • Reserve Policy • • The City will maintain an unallocated fund balance or retained earnings equal to or greater than two • months of general operating expenditures or expenses. This reserve will be calculated based on the adopted annual operating budget of the City. These funds will be used to avoid .cash -flow S interruptions, generate interest income, reduce • need for short-term borrowing, and assist in • maintaining an investment grade bond rating capacity. S • 8 • • • • 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). Capital Improvement Policy • • • Systems Development Charges (SDCs) will be used for infrastructure capacity expansion and improvements, including in -house engineering and design. • Future operating costs associated with new capital improvements will be projected and included in the operating budget forecast. • The City will determine and use the most effective and efficient method for financing all new capital 'projects. • • Special funds dedicated for capital improvements will be segregated in the accounting system and used only for the intended capital purposes. Fixed Asset Policy • The City will control capital assets • by assigning accountability and responsibility to specific • departments. • The City will provide documentation of equipment loss to the insurance companies in the event of .O losses due to fire or theft. • The City will maintain and provide information such as depreciation and obsolescence needed for City's enterprise funds (Water, Sewer and Storm). • The City will provide budget information for capital replacements and additions. • The City will maintain inventories of all City equipment to avoid duplication of equipment. • • The City will maintain a list of all assets and their values to assure the capital assets are properly insured. • 9 • • • • • • -� • • r 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 • improvement. • Full disclosure will be provided in the financial statements and bond representations. • • Financial systems will be maintained to monitor expenditures and revenues on a monthly basis, with thorough analysis. • • The accounting system will provide monthly information about cash position and investment • performance. S • 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 • • ' • Actual Actual Actual Proposed Adopted 1997/98 1998/99 1999/00 . Tax Information 2000/01 2000/01 Property Taxes $6,819,967 $7,227,025 $7,659,607 General Fund $8,137,307 $8,137,307 1,652,289 1,688,796 246,685 GO Debt Service 286,606 286,606 $8,472,256 $8,915,821 $7,906,292 Total, Tax Levied • $8,423,913 $8,423,913 Assessed Values • .Beginning $3,033,029,082 $3,033,029,082 . • Est. Market Value Increase 92,980,533 92,980,533 - Est. New Construction 45,495,436. 45,495,436 Annexations 66,322,035 . 66,322,035 . $2,711,669,298 $2,869,660,833 $3,033,029,082 Total Assessed Value , • $3,237,827,086 $3,237,827,086 Tax Rates /$1,000 AN $2.51504 , $2.51320 $2.51320 General Fund Permanent Rate $2.51320 $2.51320 $0.60933 $0.58850 $0.08133 GO Debt Service $0.08852 $0.08850 $3.12437 $3.10170 $2.59453 Tax Rate $2.60172 $2.60170 • Est. Tax per Average Home • $150,000 $377.26 $376.98 $376.98 , General Fund $376.98 $376.98 $73.12 $70.62 $9.76 GO Debt Service $13.28 $13.28 Total Estimated $450.38 $447.60 • $386.74 Tax per Household • $390.26 $390.26 • 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, plus annexations. 11 • '• • . • • ......................... ............................... • • Assessed values of properties in the City are determined by the Washington County Assessor at the beginning of • each. fiscal year.' Prior to Measure 50, Oregon's property tax system was based on dollars levied and not tax rates, • therefore increased values had the effect of lowering property tax rates, not changing the amount of taxes that could be collected. • With the approval of Measure 50 in 1997, assessed values on individual properties were rolled back in to FY 1995/96 • levels and then reduced by 10 %. Assessed values are limited to an increase of 3% per year. The difference between • • market value and assessed value is expected to widen in future years due to the 3% cap on assessed value growth. • Assessed value is used for spreading the operating levies, while market values are used to meet the Measure 5 cap • requirements and to spread debt service levies, which are exempt from Measure 50. Value added through new construction will increase assessed value over the 3% Measure 50 growth rate. . • Assessed Valuations are presented below. Prior to FY 1997/98, Assessed Value equaled Market Value. • • • Assessed Values • • 3,500,000,000 - • :error, 1rrrnsr∎rarr, • 3,000,000,000 }j {IJAlr.. !rrlrrrri • ��errrrar, vrrrrrrr . h 2,500,000,000 -7 /rrrrm:r e :/// /:, %f ";/ ,!, ` 7/1 • fl rr 1 . : , 2,000,000,000 / {'` f/ / / 0 o' % , , ' t /' / ' , , � ' '` f � t 1 i w • • 93/94 94/95 95/96 96/97 97/98 98/99 99/00 00/01 • Fiscal Year • • • • Fiscal Assessed • Year Value . • 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 • 99/00 $3,047,750,658 00/01 . $3,237,827,086 • • • • • • • . • 12 • . • • Pr'o r > mud " ``et ` • The-City of Tigard budget process estimates revenues by fund and expenditures by program. As a result, there is not an obvious link between budget unit activities and sources of revenues funding those activities. The Program Budget Matrix is a tool used by the City to bring together revenues and expenditures and • describe relationships between program units and various funds. The Program Budget Matrix, shown on the following pages, is designed with individual budget units and program subtotals down the left hand column. Each fund is listed across the top of the page. The proportion of each budget unit's funding support is shown in the appropriate.fund 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 unappropriated balance in the General Fund is the balance necessary to fund General Fund operations until tax. revenues are received in December and to maintain long -term project reserves. The City also uses the balance as the core operating reserve in the City's 5 -Year Financial Plan. - Under . Oregon Local Budget Law, once the budget is adopted, these. amounts cannot be appropriated for • expenditure. These amounts are thereby reserved for future years' requirements. 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. • • • 13 • • • Q ..'Ct rtl ..ire >:t . ............................ ......... < < FY:::0 .' :.:> ., opt::»:::::::>i:::::::::0: :::::::: : :: : : >: :::: €:: : :: : :::; :: :: >: < : €:: ::` : ::: : :: :: :: : ::: >:> :: : :: ::: : :: ::: ::>>: : ::: ::: : :::':::::::> :< : < :: :: :: :: :: • 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 6,682,861 - - - - - - 20,000 - - - - - Library 1,776,820 - - - - - - - - - - - . Social Services & Community Events 113,060 _ - - - - - - - - Parks Maintenance 932,642 - - - - - _ _ _ _ _ - - Total Community Services 9,505,383 - - - 20,000 - - - - - Public Works Administration 64,835 - - 8,095 26,279 30,653 223,546 - 30,231 - - - - Sanitary Sewer - - - - 586,227 - - - - - - - - Storm Sewer - - - - - 579,115 - - - - - - - Street Maintenance - - - 169,322 - 119,303 - - 675,149 162,788 - - Fleet Maintenance 89,621 11,039 1,048 13,077 13,592 9,140 40,142 - 20,179 - - - - Property Management 572,833 14,849 - 15,026 37,113 37,113 37,113 - 37,113 - - - - Water - - 4,232,077 - - - Total Public Works 727,289 25,888 1,048 205,520 663,211 775,325 4,532,879 762,673 162,788 - - Comm. Dev. Administration 132,332 75,688 19,743 52,562 9,157 6,115 - - 2,525 - 2,131 914 2,040 Building Inspection 58,424 538,390 132,286 184,293 - - - - - - - - - Current Planning 444,034 - - 37,627 7,649 7,646 - - 11,514 - - Long Range Planning 425,596 - - - - - _ - _ - - - - . Engineering 824,569 - - 39,210 54,894 54,894 - - 74,154 - 73,231 32,291 - Street Lighting - - - -. - - - - 400,000 - - - - .1N. Total Development Services 1,884,955 614,078 152,029 313,692 71,700 68,655 - - 488,193 - 75,362 33,204 2,040 Mayor & City Council 67,179 5,517 1,266 1,922 4,070 4,647 20,622 - 7,236 - 418 181 - City Administration 304,465 25,005 5,739 8,711 18,446 21,059 93,461 - 32,793 - 1,896 820 - Human Resources 227,485 22,621 5,157 7,873 15,402 17,086 30,219 - 15,574 1,685 688 - Risk Management 254,427 18,567 4,448 _ 12,160 17,424 19,995 54,966 - 18,893 2,897 2,897 1,265 82 Network Services 515,157 57,869 13,338 20,150 22,158 22,301 38,723 - 19,648 - 5,235 2,510 - Finance 94,585 8,029 1,835 2,806 5,929 6,759 45,122 - 10,517 - 618 265 - Financial Operations 371,467 31,533 7,208 11,019 23,286 26,543 177,209 - 41,305 - 2,426 1,040 - Administrative Services 413,254 33,939 7,789 11,823 25,037 28,584 126,856 - 44,511 - 2,573 1,113 Total Policy & Admin 2,248,019 203,081 46,780 • 76,464 131,753 146,975 587,177 - 190,477 2,897 17,747 7,880 82 • Non Departmental 27,846 2,088 700 • 1,643 4,664 4,664 4,664 - 3,731 - - Total Operating Budget 14,393,492 • 845,135 200,557 597,319 871,328 995,619 5,124,720 20,000 1,445,074 165,686 93,110 41,085 2,122 Debt Service Project Reserves 125,000, Capital Improvements 294,500 112,000 1,290,000 419,000r 1,255,000 514,000 2,555,000 1,245,899 Transfer 625,000 Contingency 758,490 50,000 30,000 50,000 335,000 200,000 800,000 3,000 150,000 23,000 330,000 6,250 167,231 Total Budget 16,196,482 895,135 230,557 759,319 2,496,328 1,614,619 7,179,720 23,000 2,109,074 188,686 2,978,110 47,335 1,415,252 Total Revenue • 21,130,280 - 1,002,449 247,014 794,028 9,603,639 2,086,312 8,643,683 114,709 2,126,373 230,069 3,654,111 1,047,177 1,416,870 Projected EFB 2000/01 4,933,797 - 107,314 16,457 34,709. 7,107,311 471,694 1,463,963 91,709 17,300 41;383 676,001 999,842 1,618 • Adopted 2000 /01'Revenue 14,294,549 1,002,348 189,666 775,716 1,972,000 1,104,000 5,095,825 - 8,000 1,882,129. 173,000 1,100,000 431,000 ' 596,000 2000/01 Beginning Fund Balance 6,835,731. 101 57,348 18,312 7,631,639 982,312 3,547,858 106,709 244,245 57,069 2;554,111 616,177 820,870 Adopted Total Revenue ' 21,130,280 1,002,449 247,014 794,028 9,603,639 2,086,312 8,643,683 114,709 2,126,373 230,069 ' 3,654,111 1,047,177 .1,416,870 • • • • •••••••••••••••• ••••••••••••••••••••••.•••••••• ir ted< ::: ::::::::? ::::::<::::>:::'::::::»::::>::::>:::::<:::::::::<:: :::::::: >:::::::::: >:::: >:::::: < ::::::::::::::: >:::::::::::::: r ::::: :::::::::::::: :::':::::"::::::::::::'::::::: ::::::::::::::::::::::':::::::: :::: ::::::::::::: ::::: ::::::::::::: • Undergrnd Water Water G /O Bond Bancroft Metro Facility Workers Tree Dartmouth- - Water. Park Levy 69th Ave Total Budget Units Utility Qual /Quan SDC Debt Bond Debt Greenspace Fund Comp ' Replace. LID CIP Improv LID Expenditures Police - - - - r , - - - .. - - - - 6,702,861 ' Library- - - - - _ - - - - - - - - - 1,776,820 . Social Services & Community Events - - - - - - - - - - - - - 113,060 Parks Maintenance . - - - - 7 - - - 12,763 - - - - - 945,405 Total Community Services - - - . - - . - - - 12,763 - - • - - 9,538,146 Public Works Administration - - - - - - . - - - - - - 383,639 Sanitary Sewer - - - - - - - - - - - - 586,227 Storm Sewer - - - - - - - - - - - - - 579,115 - Street Maintenance - - - - - - - - - - _ - - 1,126,563 Fleet Maintenance - . - - - - - - - ' - - - - - 197,839 Property Management - - - - - - - - - - - - - 751,160 ' Water - - - - - - - - - - - - - 4,232,077 Total Public Works - - - - - - - - - - - - 7,856,620 • Comm. Dev. Administration - 1,005 - - . - - - - - - - - - 304,211 Building Inspection - - - - - - - - - - - . - - 913,394 Current Planning • - - - - - - - - - - - - - 508,470 Long Range Planning - - - - - - - - - - - - - 425,596 Engineering - - • - - - - - - - - - - - 1,153,243 Street Lighting - - - - - - - - - - - - . - 400,000 Total Development Services - 1,005 - - - - - - - - - - - 3,704,914 cn Mayor & City Council - - - - - - - - - - - - - 113,058 City Administration - - - - - - - - - - - - - 512,395 Human Resources - - - - - - _ - - - - - 343,789 Risk Management - 41 - - - - - - - - - - - 408,062 Network Services ' - - - - - - - - - - - - 717,089 Finance - - - - - - - - - - - - - 176,465 Financial Operations - - - - - - - - - - - - - - 693,035 Administrative Services . - - . - - - - - - - - - - - 695,480 Total Policy & Admin - 41 - - - - - - - - - - - 3,659,374 Non Departmental - - - - - - _ - - - _ - - 50,000 Total Operating Budget - 1,046 - - - - - - 12,763 - - - - 24,809,054 Debt Service 257,000 3,874,082 4,131,082 Project Reserves 925,000 1,050,000 Capital Improvements 170,000 720,000 840,000 205,811 200,000 37,000 12,753 3,500,000 105,518 68,545 13,545,026 Transfer. 31,500 120,000 776,500 Contingency 20,000 115,000 - 35,000 30,000 1,700 100,000 - 3,204,671 Total Budget 190,000 836,046 840,000 288,500 3,874,082 240,811 1,155,000 - 51,463 12,753 3,600,000 225,518 68,545 47,516,333 • Total Revenue - . 477,392 1,684,232 841,564 314,200 4,091,320 240,811 1,628,163 378778 204,652 12,753 3,866,768 225,518 68545 66,131,409 Projected EFB 2000/01 287,392 848,186 1,564 25,700 217,238 - 473,163 378,778 153,189 - . 266,768 - - 18,615,076 Adopted 2000/01 Revenue 78,000 157,000 239,800 299,383 2,770,745 - 240,811 749,000 54,000 33,000 1,000 75,120 7,000 - 33,329,091 . 2000/01 Beginning Fund Balance 399,392 1,527,232 601,764 14,817 1,320,575 0 879,163 324,778 . 171,652 11,753 . 3,791,648 218,518 68,545. 32,802,318 Adopted Total Revenue 477,392 1,684,232 841,564 314,200 4,091,320 240,811 1,628,163' 378,778 204,652 12,753 3,866,768 225,518 68,545 66,131,409 - • • • • ..moo to O : .:: : ::.::::.::::::::.................... ............................... an .'x'��r�r. Fr�a�r��l< a. l.: i �! Ja� :.:::.::::.::................ .... ::.:::::.::::.::. w ..... ...........:: ........................... The.City of Tigard has developed a comprehensive long term financial plan every year since the 1980s. • This plan allows the City to forecast expected revenues and expenditures for each of its funds to help anticipate financial requirements. • • The Comprehensive Long Term Financial Plan continues to be central to Tigard's financial management • strategy. By forecasting and anticipating financial trends, Tigard can develop strategies to respond to emerging financial trends. IN • The City forecasts operating fund revenues and expenditures over a five year period. The forecast is • adjusted as each year's final results are known and, as new years.are budgeted. I' General Fund - • • • General Fund Revenues are projected to grow over the five year period from $14.3 million in FY 2000 -01 to • $17.1 million in FY 2005 -06, or about 20 %. During the same period, Operating Expenditures are projected -411 to grow from $13.8 million to $17.6 million, or about 28 %. These dual trends contribute to a draw -down of • General Fund balance from $6.4 million to $2.7 million. • • The major factor affecting the growth of General Fund revenues is Measure 50, passed in 1997, which. l • imited the growth in property tax revenues to no more than 3% per year plus the value of new • Many of the City's other General Fund revenues are dependent upon economic activity, which is projected to grow moderately over the next five years. • • The five year forecast assumes no major new programs over the next five .years. City services are expected to keep pace with the growth in Tigard's population growth and service demands. • • The results of the financial forecast suggest that Tigard needs to continue to be diligent in controlling the • • cost of City services and searching for new ways to provide services more efficiently. In addition, the City should explore ways to supplement its existing revenues. Fortunately, the forecast shows that the City has • time to deal with these issues. • Development Funds • The City's Development Funds (Building. Electrical Inspection, and Urban Services Funds) show a mixed • performance over the next five years. , • The Building Fund appears to show the strongest performance, though it required a $150,000 transfer from • the General Fund in FY 1999 -00 to retain a positive fund balance. The Building Fund fund balance is • projected to grow from a low of $175,000 to $448,000 in FY 2005 -06. The City's goal is to build a six -month operating reserve in this fund to protect against economic fluctuations. The FY 2005 -06 projection is still,: - • . short of this reserve target. • The ,Electrical Inspection Fund is projected to drop from a projected FY 2000 -01 fund balance of $53,000 to a negative $195,000. Under state law, funds cannot accrue deficits. The expenses of this fundwere' • • reduced in FY 2000 -01 and fees increased. This fund will be closely monitored for additional corrective • action in the near future. • . • • • 16 41 • • .....r�r. stn. rt�fa.l.i� tart The Urban Services Fund was created to account for services provided in the urban services area, outside of the current city boundary. Revenues are received from fees charged in the area, plus a contractual . payment from Washington County. This fund was designed to operate on a'break -even basis: Projections show this fund developing a deficit of $467,000 by FY 2005 -06. The City is currently discussing corrective measures with the County Water Funds The Water Funds include the Water Fund, the Water Systems Development Charge (SDC) Fund, and the Water CIP Fund. For financial planning purposes, the Water Fund and the Water SDC Fund are treated as • a single unit. The Water CIP Fund is reserved for a new, long -term water source, and is projected separately from the other two Water Funds. • The financial condition of the water funds, is almost entirely dependent upon the size of the projected capital program and the size of future water rate and SDC increases. The financial plan assumes annual '10% water rate increases and increases of 3% per year in SDC charges. The capital program was developed pursuant a 20 -year projection of capital needs. • The current financial plan is set to use all available Water SDC funds for capital programs, with the balance of the_CIP shown in the Water Fund. This projection shows that the Water Fund will develop a 'deficit of 0. $939,000 by FY 2005 -06. Because the present water system is aging, its capital needs are also increasing. 0 This projection shows that the system will need to continue to examine, rate increases over the next several 0 years to, fund needed capital improvements. • O The Water CIP Fund balance shows continued growth. These funds are reserved to help pay for future long -term water supply. No expenditures are projected for this fund during the five year planning period. • Sanitary and Storm Sewer Funds 0 • • The FY 2000 -01 projection shows the Sanitary Sewer and Storm Sewer Funds to be the strongest funds of the City. Fund balances are expected to grow over the next five years. The sanitary and storm sewer systems will experience additional capital needs over the next several years as the region addresses water quality issues. These needs are not yet reflected in the City's CIP. As these projects are identified and added to the CIP the projected growth in the ending fund balances will moderate. Road Funds The City's Road Funds include the' State Gas Tax Fund, the County Gas Tax Fund, the Traffic Impact Fee (TIF) Fund, and the Traffic Impact Fee — Urban Services Fund. Like the Water Funds and the Sanitary and Storm Sewer Funds, the financial condition of•the Road Funds is heavily dependent upon the projected capital needs of the City. The City receives a share of the State Gas Tax and the County Gas Tax. These taxes have not kept pace with capital needs, with the result that the State Gas Tax Fund is projected to be in a deficit situation by FY 2005 -06. If the legislature does not increase the State Gas Tax, the CIP will be cut back to keep this fund in a positive' condition. • • 17 ' • • • • • :.::......:t3.:(1.;#tt . tetf.Butl et ...................................................:.....:..:::::::::::::::::::::........................................... ..........................:..:. :::::::................... • »:»:»;:>:>:::<;::>:<;;:>:>::>:>:>::;;; :.;:<:;:::<:::>:<:>::»:::::::.:;:.::.;:;: >:: »; >:: >:: >::::: >:: >::::::::.: • • • The fund balances in the City's two Traffic Impact Fee funds are projected to increase over the planning • period. The traffic impact fee is imposed by Washington County and can only be used to pay for needed - • improvements to major roads. The City's CIP identifies these balances as reserved for future .projects, yet does not currently identify projects eligible for this funding beyond FY 2000 -01. Once these projects are • identified and built into the CIP, the projected condition of these funds will moderate. • Summary • • The City's Five year Financial Plan shows that, overall, the City's financial condition is good. The Plan does i • dentify two problem areas that require immediate attention: the Development Funds and the Road Funds. The City has already begun corrective measures in the Development Funds. The condition of the Road • Funds in general, and the State Gas Tax. Fund in particular, are largely dependent upon State or County • actions. The City continues to work with those entities to address .these issues. • • While the trend in the General Fund and Water Funds fund balances is negative, these funds currently • contain strong fund balances. The Financial Plan suggests continued diligence in controlling expenditures, • combined with efforts to address revenue needs. • • • . • .• • • • • • • • • • • • . • • • • . • • • • • • 18 • • 0 ' f►r ida.'a l!•dlOO > <.: ;: . . .. . ... . . . .. . . . . .. . . .. . . .::::.:. !� ref:::• ' •:' • 3?::`•#?: 'i'i':'•E2i2:ii:::: >:::i3E:E: ?p ?;:ii:;• >::: ; >; : . >;:: ::.::: ;:•>:.::•: : ::: •:::•: •:::•;;;; . ..::Fund:: -:R e r. P> a Uun . : :: :: General Fund Actual and Projected Ending Fund Balances 7,000,000 1 - - -- 6,000,000 - 5,000,000 - 4,000,000 - V! R co O 0 3,000,000 - 1 2,000,000 - 1,000,000 - m o:i m 0 0 0 0 0 0 0 cr N M v 1n , co m ° 0 `c 0 0 0 0 Fiscal Year ::.:0 Q i.t: ,.,::.: et::::: :;::: >:<: >:::><::: :::::;::::::> s ?:::: ::;3; <:::;: }:: ..:::: :: ::: 2:::::: : : :::::::::::::::::Mili:i::: : : : ::::::::<;: ::: ::::::>:::::`'?'! s:::::::::<:::: :'';'. » »i::::::: ::: € : :: >: ::: ::> :::: »: :::::' : : : :!'` "'; » >:: :» > :' » : :: > ::<. ::: > ::;: >:':; : : :;. :• >i: :: ?: : ::: : :: > : : >: >:> : ';.. : :.. r : : > : : >' :: :' » : : > < € :> ':: :` :» : < >' " >: >:: ' »_ < < » > < » > > ? « : :: : ;> «' ' ' € : : » > : » ;:: <€ : :> € <: > : : : :: . : : : : ..:, :::;: > :::.:::::.. + ?�< :: �i:��Sy;;r.:d::: < :: <:; Y<;::: �:; J:::;: Y:: p: p;::; 4:::::::: a•.; �.:..:>.;:;::««<;;< :�.y::i :::::::.:....::" <;4::::: •:• :Fu nd :.... >;. .....: D . R� : ... ... ::.: ; :F��.. ear �? r, �� . ;:::: . ;;:: . ::: . :::: .. : .. .<,; . Development funds Building, Electrical Inspection, & Urban Services Ending Fund Balances 600,000 -- -- 400,000 200,000 - N O F..3 11111 co 1. 1..L 0 1 1 co rn ° 0 0 0 te. I- co a) O N (loll O o) O o O O O (200,000) -- (400,000) — -- (600,000) Fiscal Year ■ Building ■ Electrical Insp. • Urban Services •••• •••••••••••••••••••• • �. Water Funds Water, Water SDC, & Water CIP Ending Fund Balances 9,000,000 — - - -- -- _.— -- — 8,000,000 7,000,000 6,000,000 5,000,000 N H 4,000,000 R 0 3,000,000 2,000,000 1,000,000 II . r N O O N• CO 0 S O O O O O ( 1.000, 000, (2,000,000) — — — _ Fiscal Years 'Water ■ Water SDC • Water CIP y% :.r; # •: • .: s' ve #: '... E: :::: :.;, »;; >< ;:c' ` < z' E `' ` ' E` :' < ' <? > `iE: : ...... ...: ...:.....:. .....: .......................... _ ........... ................. ? pal: ........ .:...:.::...................... ;...::................ : :. >::<.:: >::. :> : : : : : :: :<:» Sewer Funds Sanitary Sewer, Storm Sewer, & Water Quality /Quantity Funds 12,000,000 - Ending Balances _ _ __ 10,000,000 8,000,000 N N a 1 6,000,000 la l IL 1 0 4,000,000 2,000,000 rn co rn ° 0 0 0 0 0 0 Fiscal Year L_ •Sanitary Sewer •Storm Sewer U Water Qual. /Quan. 1 #Q11.AgRfied;udgt ::.: ; ; ::<: >:::>:: :: ::: Cty,of Tigard : < >R +d Fug F* fie lea t r Road Funds State Gas Tax, County Gas Tax, Traffic Improvement Fee, Traffic Improvement Fee -- Urban Services Ending Balances 7,000,000 - — — — 6,000,000 5,000,000 4,000,000 N W N 1 .1.1,.._„iiii I. _Ili."' I ` _ ° 3,000,000 0 2,000,000 1,000,000 o m w g "f:: rn rn ° 0 0 0 0 0 0 (1 ,000,000) Fiscal Year ■State Gas Tax • County Gas Tax Traffic Imp. Fee *Traffic Imp. Fee — US • • • • • • • • • • • • • • • • • • • • City of Tigard, Oregon • • • • • • • • • • • • • • • • • • • • • • • • • • 0 • REVENUE SUMMARY Revenue Summary Property Tax Revenues State Revenues User Fees Connection Fees Permits Franchise Fees County Revenues Fine Revenues Interest Earnings 111, AYN/App ID Af a =tea City of Tigard, Oregon •10 410641 41 40040 0 041 40 41 40 . 0+ l 40 40 4%+1041 40 40 0 41 41 41 40 4141 40 41 1041 40 it 40 11 C o . rn E O i f c A el w e; U 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 Traffic Impact Fee - Urban Services Traffic Impact Fee Workers' Compensation Building Parks SDC Urban Services Tree Replacement • Debt Service General Obligation • Bancroft Bond Capital Projects Dartmouth LID CIP Park Levy Improvements Metro Greenspace Facility Fund 69th Ave. LID • • Budget Revenues by Fund Type Debt Service 7% V General • Capital Projects 32% • Special Revenue 3% 18% tea, , ` , a eg * i 0 • • ' •, , f�' n r'i ��d k�4 �Y��'� � } Enterprise 40% The following charts and tables show historical revenue trends for each major revenue source. • • 24 • . • • iry : O :`.1 >':'. :, ; u ,:`'`:: ><> >>:>>€:€:::>'.>:€ :: €::: » >'. »: : ::: >;:'>:: »:i`:i:€ € ><> ::':::`':: >< > €> ::>:: :11 ::: :`: : ::: ::::< : :`: : :I:: > >» :I »` > :: >::: : ::< : € > €:':`: :: >'. > > : :: >:Idi :.1 : :<:'. : : `: » ?> » >: : > >:> .....................................................:.. ............................... Ci i o iga d ioeedo< s< >> > « < >< >`< < >> < <' >::m. * > :` >:> : >:' > » >'? :: :: >': 'z:> > : ..................................................................................................................................................................................................................................... ............................... .. .... .................. ... ...... .................... ........ .................. .. ................................. ............................... .......... ...................... ........... ................................................ .............................. . 0 S • Actual Actual Adopted Proposed Approved Adopted • • Funds 1997/98 1998/99 1999/00 2000 /01 • 2000/01 . 2000/01 ' 0 General $17,869,697 $19,128,369 $19,660,749 $20,912,111 $21,130,280 $21,130,280 Q O Sanitary Sewer $5,924,227 $7,061,244 $7,625,627 $9,603,639 $9,603,639 $9,603,639 0 Storm Sewer 1,936,866 1,777,511 2,122,194 2,066,312 2,086,312 2,086,312 • Water Quality /Quantity 812,378 1,388,667 884,588 1,684,232 1,684,232 1,684,232 0 Water 12,059,829 13,821,997 9,375,129 8,643,683 ' 8,643,683 8,643,683 Water SDC 3,210,587 898,858 943,912 841,564 841,564 841,564 Water CIP 775,145 4,240,213 4,008,461 3,866,768 3,866,768 3,866,768. • Total Enterprise $24,719,032 $29,188,490 $24,959,911 $26,706,198 $26,726,198 $26,726,198 • • Criminal Forfeiture $28,174 $68,917 $48,228 $114,709 $114,709 $114,709 • State Gas Tax 1,725,403 2,008,926 2,461,801 ' 2,006,373 2,126,373' 2,126,373 • County Gas Tax 184,001 195,692 152,462. 230,069 230,069 230,069 41110 Traffic Impact Fee 3,859,320 4,358,608 4,194,129 3,654,111 3,654,111 • 3,654,111 • Traffic Impact Fee - Urban Svc 305,266 538,706 934,453 • 1,047,177 1,047,177 • 1,047,177 Electrical Inspection 349,184 307,288 371,842 247,014 247,014 247,014 41 Building Fund 990,528 841,296 1,064,793 1,002,449 1,002,449 1,002,449 i Urban Services 668,019 618,080 947,373 784,028 794,028 - 794,028 Underground Utility 229,502 320,190 ,373,205 477,392 477,392 477,392 • Parks SDC 1,294,667. 1,384,145 914,816 1,201,870 1,416,870 1,416,870 • • Workers' Compensation 168,607 226,379 - ' 267,121, 378,778 • 378,778 378,778 Tree Replacement 216,194 - 199,405 239,266 204,652 . 204,652 204,652 41 Total Special Revenue $10,018,865 $11,067,632 $11,969,489 $11,348,622 $11,693,622 $11,693,622 • 41 General Obligation Debt Service $1,641,693 $1,658,881 $251,030 $314,200 $314,200 $314,200 • Bancroft Bond Debt Service 1,568,559 5,984,170 3,974,365 4,091,320 4,091,320 4,091,320 Total Debt Service $3,210,252 $7,643,051 $4,225,395 $4,405,520 $4,405,520 $4,405,520 • Dartmouth LID CIP $828,317 $32,079 $70,900 $12,753 $12,753 $12,753 • Park Levy Improvements 195,232 223,855 218,566 ' 225,518 225,518 225,518 Metro Greenspace 46,505 336,557 247,130 327,000 240,811 . 240,811 • 11 Facility-Fund 174,335 266,558 267,337 1,628,163 , 1,628,163 1,628,1.63 ' 0 69th Ave. LID CIP 0 1,255,981 901,000 68,545 - 68,545 68;545 • • Total Capital Projects $1,244,389 $2,115,030 $1,704,933 $2,261,979 $2,175,790 $2,175,790 • Total Revenue $57,062,235 $69,142,572 $62,520,477 $65,634,430 $66,131,410 $66,131,410 • 41 • 0 . s 25 • • • Property Tax Revenue 9,000,000 - • 8,000,000 $L7.7.4,069_ _ _ _ $7,376,627 • • 7,000,000 - 6 656,065 • $6,307,560 $6,474,250 • • 6,000 — • 5 • ,000,000 -- - m 4,000,000 -- - - • 3,000,000 -- - 2,000,000 -- - - • ' . $1;597;580 $4,632,263- - $1,388,624. � 1,000,000 - - . rj — k 0 4 ts` << , .$258,938 $295,383 1996/97 1997/98 1998/99 1999/00 2000/01 _ Fiscal Year • MProperty Tax Revenue Debt Service Revenue • Property tax revenue provides the City with general tax revenue and with tax revenue dedicated the repayment . of principal and interest on voter - approved general obligation bonds. 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 $2.5132 per thousand. This rate is applied against assessed value, which is now limited to 3% growth per year. New construction and annexations also add additional property tax revenue. The. taxes levied for debt service are for voter-approved debt for the construction of the Civic Center in 1984. The Civic Center debt matures in 2003. • • • • • 26 • . • F1":`:>'2OOO— Moptef Bud' te::`''r ::;:<i< <:::::«: ><::> «<: » :< >!: »: >:<: »:: >: >:> :::> : > : :: >: >:: :::: :::::: >: > : >:::: 81::::: :`: :: > :<:::>:> :>::`: >: : >: ><: >:> ::» » :« :::> :;:<:: ::: ty oofil �:r1.>::; �> : iii :::: :; ::: ::::::::::::::::::<:<:< ::<::::::::: >::<:::_:: > ::: >:: »> < :::: » >:: >:::: ; :::::: :<::::: >: : e u :Sum°: a � : : : : :: :: : : :: : : : : : :4 : : ::iiiiii :::::::::: ::::::: i:: :: :::: • State Revenue Sharing • 3,500,000 • 3,000,000 $2;764095 • 2,500,000 - $2,283,210 - - - $2,-211,466 - - - - $2,246 - ,508 - - - - - - $2,326,974 • 2,000,000 - t - - - - • et 1,500,000 - - - - • 1,000,000 - - - • 500,000 • 1996/97 1997/98 1998/99 1999/00 2000/01 a Fiscal Year ■State Revenue Sharing • . • This revenue source includes cigarette tax, liquor tax, state revenue sharing and state gas tax. Gas • taxes are recorded in the State gas Tax Fund while all other shared revenues are recorded in the General Fund. This source of revenue has steadily increased due to growth in population. The 1998 Legislature passed a bill that increased State Gas Tax by 4 cents per gallon, which was reflected in • the FY 1999/00 budget. This increase was referred to voters at the May 2000 election and did not • pass. The FY 2000/01 budget does not include this increase. • • Enterprise Funds - User Fees • . • 8,000,000 7 $7,117,075 ,000,000 - 6,000,000 $5,450,817 $5,596,300 $6,091,800 $6,041,363 I • z m 5,000,000 W�3 3N. k 'v • CD • 4,000,000 - * 4 �. a 5� ' . - - • re • 3,000,000 gF `° = �, - ` 1"-?s ; . , - - - • 2,000,000 ' i ce ' `r44. ri 40 k a `` 0 � � s a 44 . • 1,000,000 g.:,t t � ' O 3 • 1996/97 1997/98 1998/99 1999/00 2000/01 • Fiscal Year . • ®User Fees • • User fees include Water, Sewer and Storm Drainage fees charged to all users of such services. The , Sanitary and Storm fees are established by the Unified Sewerage Agency and are set by the Agency each year., The City Council, through an Intergovernmental agreement with the other water system • participants, sets the water rates. Revenue continues to grow with the growth in Tigard and a • projected water rate increase. • • .• •. 27 • '• "' 8' ';`::::;€::€<;;:'::;;; ;::<i<: » >::i::<:::::>:i<:;:gigi :;: i:€<::::<:>:::::::::>:«:::>:<::«::::`:€':::::::€:>:::€::::: z : >i< > €:::`:::'.::: >: :::::: »:::: i ii;:;::::;: : ?::::::< :::<: >: »:::: : : :::::::: < :; iii: ::::::>`:> €: :: >'•<z>:: >::€ . • • ' t.Qtf't. At. ta . : .............. Connection Fees 2,400,000 g 2,100,000 ; e o 1,800,000 o '_ e r < H O G N h / y 1,500,000 m c :IL w 1,200,000' w . "r' ` • 900,000 �,� a y o o §y 600,000 I ° a w d i 704 ® _ = r 300,000 ��x^, v � z � �`� "`� �`""' � 5 � �. . l k a —� .� Ii • .... . � - 114 d • . 1996/97 1997/98 1998/99 1999/00 2000/01 . Fiscal Year ® W ate r ®Sewer CI Roads Parks i 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 . $2,381,053 $2,343,717 52,287,105 • 2,500,000 $2 259 056 e a _''o + k ' 3 . s r 2,000,000 tc;t A- • ,r� n • "PI ' a m 1,500,000 Fri t 6 §4. 1,000,000 .. � `° t § ` " R 7j ' * 3 r'Mu,,{ 2 C !:#, ) 1� 2 fit `� III 500,000 s v; uz * s . „,,,.., .,•-:',' ' 1996/97 1997/98 1998/99 1999/00 2000/01 Fiscal Year CI Permit Revenue Permit 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 began providing development services to an area of Washington County outside the'City limits June 1998 andcollects fees from this area to pay for the associated inspection and plan review services. , The FY 2000/01 revenue estimates assume a rate increase in building and electrical inspection fees. . 28 . 0 : i; . : . N �� . Ma .•:"e..:: .v ::i::::i::i :•::: :<:?:: iii: iii:::•ii: :: :::• i ii:•:• :::•:•':isv::•:::•:::•::::C:: : i::i: i::vv :::::::::::::::i:::ii:j :::: :i i :ii:i:::::i::i:::::: i::: :::: i::: • • .:iii:: ::::: :j:::: : : : : L :isi::::iiiiij:::::: iii': ist :::::i si:::i: ::::i::::i:::::ii : '::::i:: ::! {. • •F::. F.. �G. 1t:4�. /7LRkI :. �+. �Ll. R��} uy. �nl. .:::::.: � ::::::::: .:. :. . ::!•: iii:• ii .... : ................................................................ ... .......................................................................... ............................... ::::•.:::.:�::::::::::n �.: �::. >C`yo. >::igat't# Owe:: < > : : ::: :: >> ` ><<:;> » > » > ><?> » »» [ <<< :::: i::;: i:<: i:«::: i:::<::: iiiii:: i:: i:::: i:::: i:: i:::: i:: i:<: i>:<: i:>::>:>:::: i:: ii:i:: i:: i<:>::: i:< :i<:i ><::<: >:::«: >::i >:<:: >:i:: � .. .i��' Franchise Fee Revenue • 0 2,400,000 $1,951,000 $2,004,180 • 2,000,000 , , , �, 1,600,000 � k .' k' ' ■ • ,} ? ,a" $ R . qt� ,,r�; # C ■ 0 VI � , 11 11 1 lj f it ; r.+F., -, ■ > 1,200,000 3 r y i 800,000 X 001' s Ani 400,000 ■ `` 1 ' `` = *WA V MI 1996/97 1997/98 1998/99 1999/00 2000/01 • Fiscal Year Q 0 Franchise Fees Q 0 Franchise fees are charged to public utilities for the use of the City rights -of -way. Franchised activities paying the fee 0 include electricity, natural gas, telephones, cable TV and solid waste haulers. Franchise fees tend to be stable and e grow as population and commercial development grow. They are somewhat affected by seasonal factors. City franchise fee rates have not changed since 1992. O • 0 0 County Funds 0 1,750,000 • • 1,700,000 $1,675,000 1,650,000 g' m3 $1,623,991 . 2 1,600,000 51596 355 ai C r. - •ti • & 1,550,000 $1,533,006 f` $1,519,258 Y � .. vx-A` '3 0 rr 3 {meri . 1,500,000 ` x` � x - r 1,450,000 t i' r 3 3. 0 , . 1,400,000zf t �f I 1 �z 1 , . . 1996/97 1997/98 1998/99 1999/00 2000/01 . . Fiscal Year CI 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 property tax 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 in FY 97/98 was 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. 29 • • >:. »ggp.q iii ttfig§ 4 ` > » <> > »> > > >> < <`: > :i. : > '':: > : ::<<[« » ' ? >: : »> : :: : > < € > €::> i " 'df '.."i € > ''''< :E' > :> M: > € :: > ::: :> :::<:` : €_: is : :: < "a d:>> g`oom : : :> :> >< >! > < >« «_> >< »> «> > < <` <; » >` > <s>; > < <; Fine Revenue 900,000 800,000 730 000 700,000 ■ kiL w 600,000 „ • d 500,000 • d $387,500 $400,500' • 400,000' q r . 300,000 7+: ss �� • . _ 200,000 [We: '�' j'Cva (3.. i t r•n'` - 100,000 ■ i„',,., ; G , 1 , .. € 'Z4: x L•211 1996/97 1997/98 1998/99 1999/00 2000/01 • Fiscal Year , O F ine Revenue This source of revenue includes traffic tickets issued by the Police and processed by the Municipal . Court and fines for late and lost materials at the Library. Fluctuations in fines are related to the focus . of the Police Department in a given year. Fine collections'are directly related to the number of • citations issued. The bail schedule is updated annually by the Municipal Court Judge. This revenue source is projected to increase in FY 2000/01 with the advent of photo radar speed enforcement. • Interest Earnings . • ■ 2,500,000 $2,045,671 • 2,000,000 • • #� $1,340,016 egt.AgA d 1,500,000 $1,348,979 $1,376,300. ' $1,411,842 s+ ' ga.' a, O✓ • 1,000,000 ri Ni -� e it 500,000 111,re.-4.1 ;T. , f €, 1996/97 1997/98 1998/99 1999/00 2000/01 Fiscal Year ®Interest Earnings . 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. 30 • • • r 0 • • • 0 • • • • • • City of Tigard, Oregon • • 3 • • FUND SUMMARIES General Fund Enterprise Funds Special Revenue Funds Debt Service Funds Capital Projects Funds 3 =• I I I City of Tigard, Oregon •••••9•••••••••••••••••••••••000•••0•0•••••••• C O C) 7 1 .II„J rn 0 1 r e. U •• 1 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. Fund Balance Taxes General Fund 32% 38% Revenue Sources • _ �,� �"�""'�� r�?�... —° ' a te, -x-, �' "'•�'`"'�� q'��' .a ., " l , § . Yc " � '" w Vdei c1 so tia e 3 . 0'70.g 4 41.4 1 , �i 3�.£ r > . £ y d Fines Interest/Other ` r' �` 3% Other Agencies Franchise Fees Fees & Chgs 12% (�. 9% 3% 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 rights -of -way paid by public utilities as a percentage of gross proceeds collected in the City. General Fund revenues, from the sources shown above, fund a variety of services provided to the community.' - The General Fund is used primarily to support non fee services such as Police protection, Library, Parks and Grounds, Planning, and City Administration. The program support distribution is shown below. Support as . Program Support General Fund a % of Total Community Services $9,505,383 44.98% Public Works 727,289 3.44% • Development Services 1,884,955 . 8.92% Policy and Administration 2,248,019 10.64% Non Departmental and Fund Transfers 652,846 3.09% Capital Improvements 294,500 1.39% Contingency 758,490 3.59% . Unappropriated & Reserves 5,058,797 23.94% Total Programs $21,130,280 100.00% • 31 • • • ::FY ::. .AdrS to . <: ... :: >::>:::.»::;,.:<:::;<>:<;;..:::.:;;:;;:.:;.:.««:::::::>:::.;:.::.;:.:.;;; :.::.::::::.:;.>;:.;:.:.;:.::.:.;::.>:.:.;:.:.:.::::.;:.:<.;:...<..:.::<;::::::::. ::.......:.::::W rt .f��.)�.itt]� Notes/Trends • it • • Measure 50 was approved by the voters in May 1997. This measure rolled back property tax values for tax 0 Property purposes to 1995/96 values, less 10 %. In addition, the measure reduced property tax authority by an Taxes: average of 17 %. Due to the recent approval of a property tax increase by Tigard voters, Tigard's tax . authority was not reduced, but fell under an exception to the measures reductions. Tigard now has a -5 - 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. In addition, in FY 2000/01 property tax revenues will increase due to the annexation of several previously • unincorporated islands within the City limits. The revenue estimate assumes a collection rate of 94 %. do State Revenues include cigarette tax, liquor tax, and state revenue sharing. State revenues are distributed • State to cities by statute based on population and on per capita incomes. These revenues have been steadily Revenues: growing over the past several years as population continues to rise. The Washington County Cooperative Library System levy was reauthorized in March 1996. The three year • WCCLS: levy is used to reimburse participating libraries $1.82 per circulation which is a significant increase from the 0 $1.55 reimbursement rate in the prior operating levy. The current levy was approved by voters in 1996 at . $.39/$1,000 throughout the County. This source has also increased due to the increasing use of the • Library by citizens and the resulting increase in circulation. Due to the County's effort to stabilize library funding in the aftermath of Measure 50, this revenue source will continue to increase by 3% each year. The City has been awarded two Law Enforcement Block Grants used to provide Police services. t ' II Building permit revenues have been recorded in the general fund in the past. Such revenues are now Grants: 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 Building inspection program are charged to this fund through the program budget matrix. Permits: • Franchise fees are charged to various utilities for use of public rights-of-way. All franchise fees are IP 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 0 Franchise: the Metropolitan Area Communication Commission, a consortium of cities in the Metro area. Current • franchise rates are: • • • • • • Electricity Portland General Electric 3.50 %' Natural Gas Northwest Natural Gas • 3.00% _ • Telecommunications All Phase Utility Corp. 5.00% •' Electric Lightwave 5.00% • First Point Communications 5.00% General Telephone 5.00% MCI Worldcom 5.00% . NextLink • 5.00% • U.S. West Communications 5.00% Garbage All haulers 3.00% 0 . Cable TV Metropolitan Area Communication Commission (AT &T Cable) 5.00% 0 0 0 0 10 32 0 110 Notes/Trends (cont'd) . Hotel /Motel Hotel /Motel tax is collected by Washington County and distributed to all participating jurisdictions. The • Tax: 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. Revenues are expected to continue to grow as growth in the City continues and as more rooms are added. • Fund: Fund Balance is the cumulative difference between resources and requirements from previous years. It consists of unexpended amounts carried forward to the next fiscal year plus amounts reserved for future year's requirements. • • • • • 33 • • • >=rwiM..Xd4 fed.0 0 :::.:.:........................................................::::.:.....:.........................................•::::......... ....................:..:.. • • . . : :::::::«::::>::: ::: :::::::< .::::<::::::::::::>:::::::::: :: ::::>::::::: :: :::::: ::c >> AON . . . .... ...::::.......................... . . . . . . . . . :::::: . .::::.:::...::............. ...... ........ .. .::::.:::::::.:: p.::::.:.................. N.................: ..::.al�rc .test..::. • Acct s . .... . 19;t9.klti' . ............. ...OU ..'1................. 2000/ d1..: .:..;.:.2.0.Ul.'!::<::<: >: RESOURCES 300000 Beginning Fund Balance $5,717,311 $5,627,911 $6,307,655 - $6,835,731 $6,835,731 $6,835,731 •' Revenues • 400000 Current taxes $6,549,169 $6,850,073 $7,276,627 $7,649,069 $7,649,069 $7,649,069 • 401000 Prior year taxes 106,897 135,156 100,000 125,000 125,000 125,000 •,� Total Property Taxes $6,656,066 $6,985,229' $7,376,627 $7,774,069 $7,774,069 $7,774,069 • • 404000 Federal Grants $55,494 $43,058 • ' $52,537 $44,853 $113,022 $113,022 ' 0 404002 Federal Local Law Block Grant 346 0 0 0 0 410000 Cigarette tax 104,630 88,472 93,170 93,043 93,043 93,043 • 411000 Liquor tax 313,918 275,987 295,680 302,003 302,003 302,003 412000 State revenue sharing 204,393 192,686 205,000 205,800 205,800 ' 205,800 • 414000 State grants 15,938 27,423 16,000 13,000 13,000 13,000 • 415000 911 emergency tax 130,053 140,128 149,380 150,807 150,807 • 150,807 420000 Hotel /motel tax 386,824 364,436 450,000 400,000 400,000 400,000 • 421000 County - USA 0 166,800 0 0 0 0 422000 County - WCCLS 1,015,051 1,146,355 1,225,000 1,223,991 . 1,223,991' 1,223,991 • Total Other Agencies $2,226,301 $2,445,691 $2,486,767 $2,433,497 $2,501,666 $2,501,666 II 430000 Business tax $273,046 $228,554 $220,000 $231,000 $231,000 i $231,000 • 432000 Building permits 0 0 0 0 0 0 • 433060 CDC review fees 5,653 10,510 0 0 0 0 433070 Address fees 0 2,490 18,000 4,250 4,250. 4,250 • 434000 Alarm Permit 26,422 30,516 26,000 33,548 33,548 33,548 435000 Liquor permit fees 4,204 4,585 4,200 4,410 4,410 - 4,410 • 436000 Engr. public improvements 132,798 170,366 200,000 175,000 175,000 , 175,000 437000 Sign permit fees 7,841 8,225 10,400 5,375 5,375 5,375 • 438000 Land use application fee 132,424 153,444 188,000 150,000 150,000 150,000. . • 439000 Reimbursement application fee 24,750 13,880 10,800 10,800 10,800 10,800 0 ' 440000 Lien search fees 36,250 35,440 36,000 36,000 36,000 36,000 451000 Misc. fees & charges 51,973 31,996 40,000 • 42,000 42,000 42,000 452000 'Park reservations 17,776 24,300 17,500 18,000 18,000 18,000 • Total Fees & Charges $713,137 $714,306 $770,900 $710,383 $710,383 $710,383 • 455010 Fines & forfeitures -traffic $320,538 $378,695 $342,000 $679,500 $679,500 $679,500 . 455020 Fines & forfeitures - misdem. 210 0 0 0 0 0 • 455030 Fines & forfeitures - parking 85 210 0 . 0 0 0 456000 Indigent Defense 818 0 0 0 0 0 • 457000 Library fines 56,493 11,862 58,000 50,000 50,000 50,000 458000 Civic infractions 0 200 500 500 500 ' 500 • Total Fines $378,144 $390,967 $400,500 $730,000 $730,000 $730,000 • 460000 Electric $868,398 $905,900 $910,000 $937,300 $937,300 $937,300 e ■ 461000 Gas 208,318 236,682 240,000 247,200 247,200 247,200 462000 Telephone 300;316 389,252 400,000 412,000 412,000 412,000 463000 Garbage 221,920 218,708 228,000 234,840 234,840 234,840 .465000 Cable TV • 156,767 220,198 173,000 172,840 172,840 . 172,840 Total Franchise Fees . $1,755,719 $1,970,740 $1,951,000 $2,004,180 $2,004,180 $2,004,180 470000 Interest $312,379 $326,819 $321,750 $330,000 $330,000 $330,000 471000 Interest earned from others 23,303 21,047 0 0 0 0 472000 Rentals 22,732 17,314 24,300 1 . 1 1 • 34 , • :: >::::.<. ><::««::<::::: ><: >: :::::: >::: »::::: >: >:: >:: >::> >::>::::<< ?<::::: >: »:<: >:: >:::: >:: >:::: ><: >::::: "•:;; ......it .t�f.`I i and .�Qxe Qa...... . :;::>::;::°:;::::::<:>:::>::':::::>::>:<:<;:•::::>::::>::: : >:: >:: >:;:::<::: >::: >:: >::: >:: ........ A�tuat...... .....AdQ .ted............ Iry o ::.;::.::.:;::.;::.;::..::.;::::.::<:.:::..:.;:::.:::.>;:.;:::.>;:.::.:.;:::.;:.;:;•.;• ::.::.......................................................................... p................. .:......:1�..:�ed::.:.:.::::�1p ..cyvaci:...:::::::.:. .fed:.:.. :..:::::.::..::::...:::.::.:.......................................:.::.::::::::::::::::::.:..::.::::.::::::::.::::.::::.::::..:.......:.:.................................... ..................:..:.....:..: lt. ::::::::::::.::.: :::::: Ldp............ • • • Total Interest & Rentals $358,414 $365,180 $346,050 $330,001 $330,001 $330,001 • 477000 Donations /Gifts $248 $346 $250 $250 $150,250 $150,250 478000 Other revenues 951 1,234 1,000 1,000 1,000 1,000 479000 Recovered expenditures 63,393 626,765 20,000 61,500 61,500 61,500 • Total Other Revenue $64,592 $628,345 $21,250 $62,750 $212,750 $212,750 Total Revenues $12,152,373 $13,500,458 $13,353,094 $14,044,880 $14,263,049. $14,263,049 • • • Transfers in from other funds $0 $0 $0 $31,500 $31,500 $31,500 • Total General Fund Resources $17,869,684 $19,128,369 $19,660,749 $20,912,111 $21,130,280 $21,130,280 . • REQUIREMENTS • Program Expenditures • Community Services $6,972,217 $7,757,048 $8,553,142 $9,425,091 $9,505,383 $9 ;505,383 Public Works 240,073 398,243 ' 542,138 726,703 727,289 727,289 • Development Services 1,417,942 1,538,405 1,728,392 1,866,751 1,873,955 1,884,955 Policy and Administration 1,575,226 1,738,582 1,989,926 ' 2,243,376 2,248,019 • 2,248,019 General Government 237,885 213,348 .160,181 27,846 27,846 , 27,846 , . • Total Expenditures $10,443,343 $11,645,626 $12,973,779 $14,289,767 $14,382,492 $14,393,492 . Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements $1,798,430 $825,558 $314,960 $144,500 $294,500 . $294,500 • Transfer out to other funds $0 $0 $0 $560,000 $625,000 $625,000 • Contingency General Contingency $0 $0 $500,000 $750,000 $750,000 . $750,000 , Designated Contingency 0 0 - 0 8,490 8,490 8,490, , • • .Total Contingency $0 $0 $500,000 $758,490 $758,490 $758,490 Total Budget • $12,241,773 $12,471,184 $13,788,739 $15,752,757 $16,060,482 $16,071,482, • Ending Fund Balance Undesignated Fund Balance $5,627,911 $6,657,185 $5,872,010 $5,034,354 $4,944,798 $4,933,798 Reserves for Future Req. 0 0 0 125,000 • 125,000 125,000 , Total Ending Fund Balance $5,627,911 $6,657,185 $5,872,010 $5,159,354 . $5,069,798 $5,058,798 • TOTAL REQUIREMENTS $17,869,684 $19,128,369 $19,660,749 $20,912,111 $21,130,280 $21,130,280 • r • • • • • • 35 • • • ...Ada ted:�3ud • • 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 USA. • In return for services provided by the City to USA, the City shares in the revenue collected for monthly user charges and connection • charges. The City keeps 20% of the connection charges and 21.4% of the service charges and remits all other collections to USA. • • 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 i storm water charge within the City limits and to provide storm water system maintenance within the City. Funds are used for the operation, maintenance and repair of storm sewer facilities. • 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 USA. Water Quality/Quantity Fund - • This is a subsidiary fund of the Storm-Sewer 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. r • Water Fund - • The City of Tigard manages the operation of the Tigard water system through an intergovernmental agreement with the City of King • City, Durham, and the Tigard Water District. This fund is the primary operating fund of the water system and accounts for all costs • related to the water operation. The fund also accounts for ongoing maintenance projects and-routine capital, improvement projects. Water SDC Fund - • This a subsidiary fund of the Water Fund. Water System Development charges are charged when new meters S 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. • Water CIP Fund - • This fund is used for major water - related capital projects, particularly as they relate to securing a new long -term - • water supply. The primary resources to this fund are transfers from the Water Fund and beginning balances. Should the City decide to sell bonds fora new supply project, this fund will account for bond proceeds. • • 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. • • • • • • • • • • 36 • S • RESOURCES 300000 Fund balance $4,274,168 $5,258,071 $5,985,647 $7,631,639 $7,631,639 $7,631,639 l Revenues • 443000 Sewer connection fees $195,932 $166,860 $289,080 $298,000 $298,000 $298,000 444000 Sewer inspection fees 0 • 0• 0 0 0 0• 446020 Sewer service charges 1,169,400 1,305,494 1,050,900 1,372,000 1,372,000 1,372,000 - 470000 Interest 284,179 327,821 300,000 302,000 302,000 . 302,000 • 478000 Other revenues 27,370 1,977 0 0 • 0 0 479000 Recovered expenditures (539) 1,021 0 0 0 • 0 Total Revenues $1,676,342 $1,803,173 $1,639,980 $1,972,000 $1,972,000 ,$1,972,000 Total Sanitary Sewer Resources $5,950,510 $7,061,244. $7,625,627 $9,603,639 $9,603,639 $9,603,639 - REQUIREMENTS • Program Expenditures' Community Services $0 $0 $0 $0 $0 $0 • Public Works 413,973 539,854 662,010 659,055 663,211 663,211 Development Services 58,018 67,656 73,100 • 77,136 77,136 71,700 • Policy and Administration 176,253 242,533 301,222 131,526 131,753 131,753 • General Government 39,485 27,770 26,829 4,664 4,664 4,664 Total' Expenditure's $687,729 $877,813 $1,063,161 $872,381 $876,764 $871,328 Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements .$18,759 $81,950 $3,000,000 $1,290,000 $1,290,000 $1,290,000 Transfer out to other funds $0 $0 $0 $0 $0 $0 . Contingency General Contingency $0 $0 $200,000 $335,000 $335,000 • $335,000 Designated Contingency 0 0 0 0 0 0 Total Contingency $0 $0 $200,000 $335,000 $335,000 $335,000 Total Budget $706,488 $959,763 $4,263,161 $2,497,381 $2,501,764 $2,496,328 Ending Fund Balance • • Undesignated Fund Balance $5,244,022 $6,101,481 $3,362,466 $7,106,258 $7,101,875 $7,107,311 • .Reserves for Future Req. 0 0 • 0_ 0 0 0 Total Ending Fund Balance $5,244,022 $6,101,481 $3,362,466 $7,106,258 $7,101,875 $7,107,311 ■ TOTAL REQUIREMENTS $5,950,510 $7,061,244 $7,625,627 $9,603,639 $9,603,639 $9,603,639 • • 37 • • • do #ed:f3ud • r;�ta ..SetMer � >:<:«:>:»> .:»»_::>:>:«::>:»:>::<>>:: .:>::>:>:>::>:::>:::< : » >: <<::: >: >: >:... :.. 5 �#.. cunt........: • Sewer connection fees are charged to developers for the right to connect to the Unified Sewerage Agency (USA) sewer • system. USA sets the amount of the connection fee collected each year. The City keeps 20% of each fee for a system development charge and remits the remaining 80% to USA each month. • • Sewer service charges are also set by USA under an agreement with the City. The City keeps 21.4% of the non - revenue bond portion of the total monthly per unit charge. The estimate of $1,372,000 assumes no change in the City's • share of the monthly charge. The USA sewer service charge is based upon water consumption during the previous • winter average period. • Beginning fund balance represent the amount of money to be carried forward from the previous fiscal year. This amount • consists of savings plus planned reserves. • • • • • • • • • • • • • • • • • • • • • • • • • • • -• • • • r 38 +' • 1;OitYF.�fi3W @F. FLII'lt�;��'��.... ........... .....:......................... ....:. • • ....................................................................:......:::::: 1. t, € 9�/.. 9..:::.:::::::. �:. 9��p::.:::.::: �44�IcJ l�:>.;:.;>;>;> ��. DOt.O�.;;;:: :. > < • RESOURCES 30000 Fund balance $791,488 $645,294 ' $1,191,881 $962,312 $982,312 $982,312 Revenues 447000 Service charges $1,114,369 $1,027,745 $893,813 $1,078,000 $1,078,000 $1,078,000 ' 470000 Interest . 28,422 31,840 36,500 26,000 26,000 26,000 418000 Intergovernmental revenue 0 72,487 0 0 0 0 479000 Recovered expenditures • 0 145 0 0 0 0 Total Revenues .$1,142,791 $1,132,217 $930,313 $1,104,000 $1,104,000 $1,104,000 . Total Storm Sewer Resources $1,934,279 $1,777,511 $2,122,194 $2,066,312 $2,086,312 $2,086,312 • REQUIREMENTS . Program. Expenditures Community Services $0 $0 $0 $0 $0 $0 Public Works 365,007. 517,030 758,826 769,412 775,325 775,325 Development Services 58,018 62,360 67,263 71,675 71,675 68,655 • Policy and Administration 160,365 227,698 284,633 146,735 146,975 146,975 General Government . 39,485 27,770 26,829 4,664 4,664 4,664 Total Expenditures $622,875 $834,858 $1,137,551 • $992,486 $998,639 $995,619 • Debt Service . $0 $0 $0 • $0 $0 $0 . Capital Improvements $139,749 $159,217 $900,000 , $330,000 $419,000 $419,000 Transfer out to other funds $0 $0 $0 $0 $0 $0 ' Contingency General Contingency • $0 $0 $50,000 $200,000 • $200,000 $200,000 • Designated Contingency 0 0 0 0 0 0 Total Contingency • $0 $0 . $50,000 . $200,000 $200,000 $200,000 Total Budget $762,624 $994,075 $2,087,551 $1,522,486 $1,617,639 $1,614,619 Ending Fund Balance Undesignated Fund Balance $1,171,655 $783,436 $34,643 $543,826 $468,673 $471,693 . Reserves for Future Req. 0 0 0 0 0 Total Ending Fund Balance $1,171,655 $783,436 $34,643 $543,826 $468,673 $471,693 TOTAL REQUIREMENTS $1,934,279 $1,777,511 $2,122,194 $2,066,312 $2,086,312 $2,086,312 • 39 • • • • • • • Surface water fees. are set by the Unified Sewerage Agency (USA) for its entire service area. 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. • Beginning fund balance represent the amount of money to be carried forward from the previous fiscal year. This • amount consists of savings plus planned reserves. • • • • • • • 1 • • • • IP • • • 0 • r • • • • • • • • • 40 0 0 • • 2000 t31 ,�dta ted Bud et ..... >IfLater' .........� ................. ......: v.... .................. t�................................................................................................... ....................:.::.:::::. b..:c��Q...:.:.:.::. �:: gip G� €.:::.:;; >; >;:4:t�.91.:�'I:i::: RESOURCES 30000 Fund balance $7,011,200 $8,696,409 $4,528,579 $3,547,858 $3,547,858 $3,547,858 • 401000 Current taxes $3,415 $11,062 $0 $0 $0 $0 446010 Metered water sales 3,881,019 4,233,818 3,900,000 4,480,500 4,480,500 4,480,500 446011 Other water sales 12,234 7,747 10,000 10,000 10,000 10,000 446013 Meter installation fees 169,758 153,515 130,150 128,075 128,075 128,075 446014 Credits for leaks /misreads (26,880) (13,193) (9,000) (9,000) (9,000) (9,000) 446015 Bad debt expense (10,258) 93 (9,500) (10,000) (10,000) (10,000) 448000 SDC reimbursement 376,952 336,056 308,000 287,730 287,730 287,730 Total Water Sales $4,406,240 $4,729,098 $4,329,650 $4,887,305 $4,887,305. $4,887,305 447001 Developers fees 10% 0/H $112,806 $55,767 $60,000 $50,000 $50,000 $50,000 • 447002 Engineering fees 22,561 11,153 10,000 10,000 10,000 10,000 447005 Fire service reimbursement 11,250 16,250 5,000 7,500 7,500 7,500 • Total Developer Revenue $146,617 $83,170 $75,000 $67,500 $67,500 . $67,500 451000 Misc. fees and charges $3,819 $1,943 $3,000 $2,000 $2,000 $2,000 470000 Interest income 448,627 281,418 400,000 100,000 100,000 100,000 471000 Interest earned from others 0 0 0 0 0 0 472000 Rental income 16,491 11,261 17,400 17,400 17,400 17,400 , 478000 Other revenues 5,453 5,094 • 5,000 5,000 5,000 5,000 478001 Penalties for non - payment 12,125 9,390 14,000 10,000 10,000 10,000 478002 Returned check fee , 2,145 1,620 2,500 1,620 1,620 1,620 479000 Recovered expenditures 9,854 2,594 • 0 5,000 5,000 5,000 479005 Bud. debt rec. exp. (1,474) Total_ Miscellaneous Revenue $497,040 $313,320 $441,900. $141,020 $141,020 $141,020 Total Revenues $5,049,897 $5,125,588 $4,846,550 $5,095,825 $5,095,825 $5,095,825 Total Water Resources $12,061,097 $13,821,997 $9,375,129 $8,643,683 $8,643,683 $8,643,683 • • • 41 • • • FY ::2 0 � -.::.::> . 0 .0..0'I.A . . C y � ` 0s: ` s::: ?'::;; :> o r ' :: > <'< :::: :. :.: > ?> ` ` :. : % ` > >: ' ? `' : 6i' > 3 >;:: .::: ........ . ..... .: . ....... ::......: .....:......:......... ::: »:::: . .... x � f . Tr arc€ . a n ..::: > ... .... x±. :::::: ... : . 91:. .... �: .....:..: ... ..::::: :: :::. ; . :: : .: : ::.:::::: :. .:::.:.; :; ;:.:.;: .: ::::>:W at#i` Fund #5 .:. , - .. : ;_ > :: ::::: >:::::: €: €:: ::'.:'•:::f €:: :iii : : : : :: > : : : :: <:: _:> :_ R :I.:: »::.::»> im$: : : :::> < :3::: : : : ::: ;: » :: > : ° > : :: :.::::::::::.: �:::::.:::::.::..:..:..............................:. .............. tee.: 0r..5 as.e : .:. A r .::.. . ................... ptl. n:..:.199: a94.:1#98199.. :109$L0. O..;;::. z0: 011[01. :: ::2a0pi.:. . oi:.:: 4. . ...� 491?!: REQUIREMENTS • Program Expenditures ' Community Services $0 $0 $0 • $0 $0 $0 . Public Works 3,319,878 3,623,792 5,050,650 4,523',665 4,532,879 4,532,879 ' • Development Services 0 0 0 0 0 0 Policy and Administration 243,421 304,604 370,655 586,298 ' . 587,177 587,177 General Government 39,485 27,770 26,829 4,664 4,664 4,664 0 Total Expenditures $3,602,784 $3,956,166 $5,448,134 $5,114,627 $5,124,720 $5,124,720 . ' Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements $361,440 $560,840 $1,110,800 $1,255,000 $1,255,000 $1,255,000 • Transfer out to other funds $0 $4,000,000 $0 $0 $0 $0 Contingency • General Contingency' $0 $0 $500,000. $800,000 $800,000 $800,000 • Designated Contingency 0 0 0 0 0 5 Total Contingency $0 $0 $500,000 $800,000 $800,000 $800,000 Total Budget $3,964,224 $8,517,006 $7,058,934 $7,169,627 $7,179,720 $7,179,720 • • Ending Fund Balance - Undesignated Fund Balance ' $8,096,873 $5,304,991 $2,316,195 $1,474,056 $1,463,963 $1,463,963 • Reserves for Future Req. ' • . 0 . • 0 0 . 0 0 . 0 i Total Ending Fund Balance $8,096,873 _$5,304,991 $2,316;195 $1,474,056 $1,463,963 $1,463,963 • • TOTAL REQUIREMENTS $12,061,097 $13,821,997 $9,375,129 $8,643,683 $8,643,683 $8,643,683 • • • • Water sales income is based on water supply projections and estimated growth in the customer base of the system. These estimates include a 3% water rate increase approved by the Tigard City Council effective July 1, 2000. • • Developer revenues are charges assessed to developers of property and cover expenses for engineering expenses • connected with the development and overall cost of the system. • Miscellaneous revenues consist of a variety of smaller revenue sources. The largest single item in this category is interest earned on fund balances. • Beginning fund balance represents the amount of money to be carried forward from the previous fiscal year., This amount consists of savings plus planned reserves. • • • • • 0 S ' • 42 • • ............: ©. :A�: Ado .tec� et::....:.......................................................................::...::....::..:::::::::::..::::.::::::..::::.. �:::.. �::::::::::::::::.::.::::.:... .:......................:..:..: • • • • • ..;;.:;»:.;; ;:.;:.;:.;:.;:.:.;:.;:.;.::.;;:.; :::::::.::::::::::.:::::::::::::::::.:::::...:....................... ...................:........... ...;�a!�..::.:e!�::::::� . .�o..ed.......A�o .sect.:.;:.: RESOURCES 300000 Fund balance $2,758,107 $575,928 $731,402 $601,764 $601,764 $601,764 Revenues 450000 System Development Chgs $337,658 $299,474 $192,510 $214,800 $214,800 $214,800 470000 Interest 114,822 23,456 20,000 25,000 25;000 25,000 • Total Revenues $452,480 $322,930 $212,510 . $239,800 $239,800 $239,800 • Total Water SDC Resources $3,210,587 $898,858 •$943,912 $841,564 $841,564 $841,564 • REQUIREMENTS Program Expenditures • Community Services $0 $0 - $0 $0 $0 $0 • Public Works 0 0 0 0 0 0 Development Services 0 • 0 0 0 0 0 Policy and Administration 0 0 0 0 0 0 • General Government • 0 0 .0 0 0 0 Total Expenditures $0 $0 $0 $0 $0 $0. Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements $2,296,754 $500,000 $943,000 $840,000 $840,000 $840,000 ' Transfer out to other funds $0 $0 $0 $0 $0 • $0 Contingency ' • General Contingency $0 $0 $0 $0 $0 $0 Designated Contingency 0 - 0 0 0 • 0 0 Total Contingency $0 $0 $0 $0 $0 $0 Total Budget $2,296,754 $500,000 ' $943,000 $840,000 $840,000 $840,000 • Ending Fund Balance Undesignated Fund Balance $913,833 $398,858 $912 $1,564 $1,564 $1,564 Reserves for Future Req. 0 0 • 0 0 0 0 Total Ending Fund Balance $913,833 , $398,858 $912 $1,564 $1,564 $1,564 • TOTAL REQUIREMENTS $3,210,587 • $898,858 $943,912 $841,564 $841,564 $841,564 Water System Development Charges were last updated in December 1996 based upon,a water rate study completed in . June 1996: The City is currently considering an increase to these charges, but that increase is not reflected in this budget. The improvement portion of the charge is recorded in this fund to be used to fund capacity- increasing improvements to the water system. • Beginning fund balance represents the amount of money to be carried forward from the previous fiscal year. This amount consists of savings plus planned reserves. • • • • 43 . • • • • .....200.tl0'I A `< :::`Wate .::' :;`IRIftid: 65:: I: ::: »:: : <: ::iIiIiI _ :: ::: >:: :`€ :> >€ < > < »<> <> ` ':I ::: :':::I:::::> ::: ' s . • .«: :»< :> Att:; ............. ............... te4 �r�! ....... a�s�� .A ...:: ..reoe .c�i...Ac�o . . ..: . :::.:.:::.::::.:.:::::....:::::::::::...............................:.:.:................ ............... ...... c : i}.. ..01Ott , ::::::: ::: ::: ::: > :: ::::: :::: »:: : :::::> ::::::::::::::::.::::::::::::::::::19.97.:190::::::::: : >:: > : : : : :: :..:... .. ::<:: ..:: ::::: : :: > :::A•0.001.01.: : :<: :: <:::: ::: ><: :20.: A cx# ..::... os: r�r�ttan......,..: :;;; 199��9::::.:.�9�9/h0 :> <: >:: >::::��+D4t4::: >::::::::: h .> RESOURCES • 300000 Fund balance $742,841 $46,903 $3,788,461 $3,791,648 $3,791,648 $3,791,648 • Revenues • 470000 Interest $32,304 $193,310 $220,000 $75,120 $75,120 $75,120 , w 478000 Other revenues 0 4,000,000 0 0 0 0 • 499000 Transfer from other funds 0 0 0 0 0 0 Total Revenue $32,304 $4,193,310 $220,000 $75,120 $75,120 $75,120 • ID Total Water CIP Resources . $775,145 $4,240,213 $4,008,461 $3,866,768 $3,866,768 $3,866,768 . • REQUIREMENTS Program Expenditures • Community Services $0 $0 $0 $0 ' $0 r $0 • Public Works 0 0 0 0, 0 0 • Development Services 0 0 0 0 0 0• Policy and Administration 0 0 0 0 0 0 • . General Government 0 0 0 0. 0 0 Total Expenditures $0 $0 $0 $0 • $0 $0 • • • Debt Service $0 $0 ' $0 • $0 $0 ' $0 Capital Improvements $728,242 $434,122 $4,000,000 $3,500,000 $3,500,000 $3,500,000 • Transfer out to other funds $0 $0 $0 $0 . $0 ' $0. • CONTINGENCY • • General Contingency $0 $0 $0 $100,000 $100,000 $100,000 • Designated Contingency 0 0 0 0 0 - 0 Total Contingency $0 $0 $0 $100,000 $100,000 • $100,000 • Total Budget $728,242 $434,122 $4,000,000 $3,600,000 $3,600,000 $3,600,000 . • Ending Fund Balance . . • Undesignated Fund Balance $46,903 $3,806,091 $8,461 $266,768 $266,768 $266,768, ' Reserves for Future Req. 0 0 • 0 . 0 . 0 0 • Total Ending Fund Balance $46,903 $3,806,091 $8,461 $266,768 $266,768 $266,768. TOTAL REQUIREMENTS $775,145 $4,240,213 $4,008,461 $3,866,768 $3,866,768 $3,866,768 . • • • The Water CIP Fund accounts for major capital projects of the Water System. Fund resources consist of periodic • transfers from the Water Fund and interest earnings on any fund balances. • In FY 1998/99, the.Water Fund transferred $4 million to the Water CIP Fund in anticipation, of a new water supply 0 project. That project was delayed, and funds are held in this fund in anticipation of a major water supply project at some • time in the future. • • • • 44 0 . • Zt ..L ©- 1 Ado 00::3ud et .......:::.:..:: ni::........... :::::: : ::::..::..::....: in:::.......::::...::....:.... ......::...:::: : :.:.:::.:: : :: ':: ::::Cfty fz`[ ' ; e > E : ;::.:<'f< »> > >< >< »< > > >< >!<:<: ::« :-.W : >?:: >:: :: > :: : >:<:1lS ater< `ual t :::... <: :;: 1 . ) .: ::.:.:.;:.::.; ::::::..: :. . . . : .,: ::: ;:::::: . .::..>: .:::. >;:. . .:;. . . :.: ::: . # X20 ............................. .: :. :.:::.::: .::... . . . ....... . .............. ...... ........... ...... . .............::::::::::. �:.:::::: .:::.:::::::::::::::: ::::. �:::.: p.:::.:::::::.:::... � ............................... .........:............teed:::: �� :::.. . :: .ever. ilyt. 4iin.::.. : 1997 19$:::::>:::::< ::::«:1.99.8199...............0. .9Ltt0. ..:UI:.:::::: 0.:..:..:.g . 0; ::.; RESOURCES . . 300000 .Fund balance $515,836 $1,171,814 $683,418 $1,527,232 $1,527,232 $1,527,232 . Revenues ' 445000• Service charges $155,411 . $147,938 $121,170 $124,000 $124,000 $124,000 470000 Interest 63,530 68,915 80,000 33,000 33;000 33,000 479000 Recovered expenditures 77,601 0 0 0 0 0 . Total Revenues $296,542 $216,853 $201,170 $157,000 ' $157,000 $157,000 • Total Water Quality /Quantity Res. $812,378 $1,388,667 $884,588 $1,684,232 $1,684,232 $1,684,232 . REQUIREMENTS , .Program Expenditures Community Services $0 $0 • $0 $0 $0 $0 ' • Public Works • 0 0 0 0 0 0 • Development Services 0 1,765 1,945 1,802 1,802 . 1,005 • Policy and Administration 0 0 0 41 41 41 General Government 0 0 0 0 0 0 Total Expenditures $0 $1,765 $1,945 $1,843 ' $1,843 $1,046 Debt Service ' $0 $0 $0 $0 $0 $0 Capital Improvements $189,790 $21,562 $882,000 $710,000 . $720,000 $720,000 • . Transfer out to other funds $0 $0 $0 $0 $0 $0 Contingency . . , General Contingency $0 $0 $0 $.115,000 $115,000 , $115,000 Designated Contingency 0 0 0 0 0 0 ' Total Contingency $0. $0 • $0 $115,000 $115,000 $115,000 Total Budget . $189,790 $23,327 $883,945 $826,843 $836,843 $836,046 . Ending Fund Balance Undesignated Fund Balance $622,588 $1,365,340 $643 $857,389 $847,389 $848,186 Reserves for Future Req. 0 0 0 0 0 0 Total Ending Fund Balance $622,588 $1,365,340 $643 $857,389 $847,389 $848,186 • TOTAL REQUIREMENTS $812,378 $1,388,667 $884,588 $1,684,232 ' $1,684,232 $1,684;232 ' • 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 used for storm sewer system improvements. • , • • 45 • • • • 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: • • 4111 . 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 Fund- 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 IP budgeted, based on projection of funds already seized but not yet forfeited to the City. • State Gas Tax Fund - • 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 Fund 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 Fund- • Revenue from a county instituted fee on development approved by voters in 1989. Fee is to be 5 charged bythe City for development within City limits. Funds are used for highway and transit . capital improvements which provide additional capacity to major transportation systems and for recovery of costs of administering the program. • • • Traffic Impact Fee Urban Services Fund - 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. • • • • • 46 • 5;555:: d.....:. d. u c . ,,•: : •,::: .::::: .:::.::m.,,. ..:: ..:.........: ........... .......... : ::::::::::5 . ::::::::::55:::: �... and < :fir :.e : o �:::>:::>:><:> :<:>::::<> > » > > < : ; : �< : > : : : » : :< : : : : < : : : > < > : : < : : : :: > < < ........., : >' ........ :' ........ „,....... ? : < : » : ... : » „. „. .............. Parks SDC Fund - 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 Fund 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. •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. e SPECIAL REVENUE FUNDS Tree Workers Comp 3.24% Replacement Electrical 1.75% Inspection • Underground 2.11% Utility Building Fund 4.08% 8.57% Urban Services Parks SDC 6.79% Criminal �` Forfeiture 12.12% ,4 � °mo � � .98% State Gas Tax } l ,, i- - 5 ' e 18.18°/ �"3 Fi t", k {1 2 T O TIFF - Urban , ,Q'i ? :; , �, r4 `: e ; by *r -,i �i � � E Z t t -. c Services , , _ ,-- , 8.96% `” t ; . { , .4 z t 1 .Sx v'x County Gas Traffic Impact Tax 3.1.25% 1.97% • 47 411. • •. FY2000 t}m:: d :.:...:.:.- $0T `::: :::: : :> :<;::> ::: >?>:::: >::< » :: »: » ;; : «: >::;::::. <:: >:> :::«:«:: » »:: >:::: : :1 :: >::><::: >:::: >> :;:: ::: >::: : ::: >:< ::: :i : ><: > :: :« >: «::: >:: : :: Ado ted Bid et :..:...::.:. .: ::[: :..::.::...:.:: ` .::... ::::.:::<:> ..:.::::.:<:.:.: .. .:..;;::..: :::..�:..:.: it : ?. ; ::::s L :;;:;:: :::t:: : •: : :: : '; :: : :i : : :` ::: E ' : ` :: :: ::::: is : : : : :; 0 »::.::: >::::::::::::::::::::: :::::: ::::...... :::: a.................:::::::::::: :::::a > <:.::::::::: ::::::::::: . C .. rc€ . t:1r o :i::B l:din %:::,.uri;.:::.:, ::.:.:.;: ::i:iii:i::i::::: : ::: )` :: ? ' ` : ::' :" ' > ` ::' :`::i :':::::::i:i :::ii::::' :.:.:.::.;.:::.;:.:.:.:::.;::;:.: :;:.;:::::.;;;:.:.:.:.:: :.:::.:.:.:;.:.;:.:;:.: .�. d. #2!�5. .......... t * t E: t! '1�r.4U4�4'2 >: >2 > <' ! y ?! ?:� s` > > ii< : ;;' ��> , 4.6>r. #.. i ::. es� : jnn: :::::: :. . :::. :: ::.: . .. . :: :::: :::�f99"�19g.::: �90 ::: .. / �.::::.. Q .: . . .:..:...: : . : ... p .................................................................................. al 99.. 1. 59 :: .0 ?01 .. .. • RESOURCES 300000 Fund balance $356,238 $100,899 $66,030 • $101 $101 $101. • Revenues • • 431000 Plumbing permits $68,092 $84,663 $101,460 $110,004 $110,004 $110,004. . 0 431010 Mechanical permits 27,292 28,466 48,981 55,600 55,600 55,600 411 432000 Building permits 257,353 294,363 440,128 ' 430,000 430,000 , 430,000 433000 Building plan check fees 182,019 206,582 267,988 . 249,000 249,000 249,000 411 433010 Erosion control plan,check 6,964 7,668 13,874 8,000 ' 8,000 8,000 S 433020 Fire and life safety plan ck 57,148 77,637 74,535 111 111,000 111,000 433030 Plumbing plan check fee 4,077 12,855 15,313 9,700 ' 9,700 9,700 • 433050 Mechanical plan check fee . 4,312 4,648 9,059 6,514 6,514 6,514 • 433060 CDC review fees 5,715 10,330 9,800 13,230 13,230 13,230 444001 Sewer inspection fee 7,075 9,205 11,125 6,300 ' . 6,300 6,300 • 470000 Interest 13,687 3,736 6,500. 3,000 3,000 3,000 479000 Recovered expenditures 556 • 244 0 0 . 0 0 ID Total Revenues $634,290 $740,397 $998,763 $1,002,348 $1,002,348 $1,002,348 • Total Building Fund Resources $990,528 $841,296 .$1,064,793 $1,002,449 $1,002,449. $1,002,449 • REQUIREMENTS • Program Expenditures • Community Services $0 $0 $0 $0 $0 $0 " • • Public Works 10,426 14,795 ' 20,087 25,880 25,888 25,888 Development Services 726,703 674,172 768,620 669,493 670,880 614,078 • Policy and Administration 128,809 130,841 150,930 • 202,598 203,081 203,081 . General Government 23,691 12,434 12,012 2,088 2,088 . 2,088 Total Expenditures $889,629 $832,242 $951,649 $900,059 $901,937 $845,135 • Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements $0 $0 $0 $0 $0 • $0 Transfer out to other funds $0 $0 $0 $0 $0 $0 Contingency • General Contingency $0 $0 $50,000 $50,000 $50,000 $50,000 • Designated Contingency 0 0 0 0 0 0 Total Contingency $0 $0 $50,000 $50,000 $50,000 $50,000 • , • Total Budget $889,629 $832,242 $1,001,649 $950,059 $951,937 $895,135 • Ending Fund Balance • Undesignated Fund Balance • $100,899 $9,054 $63,144 $52,390 $50,512 $107,314" • Reserves for Future Req. 0 0 0 0 0 0 0 Total Ending Fund Balance $100,899 $9,054 63,144 $52,390 $50,512 $107,314 r TOTAL REQUIREMENTS $990,528 $841,296 $1,064,793 $1,002,449 $1,002,449 $1,002,449 . • The Building Fund was created in July 1996 to track building permit revenues and expenditures separately from the • • General Fund. Revenue estimates, are based on the projections of construction activity in both the commercial and - residential sectors and projected fee increases. The budget includes a fee increase during FY 2000 -01. 0 • 48 • • .:.... ....:...: Ad.. tlydl. • • • • RESOURCES 300000 Fund balance $178,431 $157,289 $159,274 $57,348 $57,348 $57,348 Revenues Transfers In -- General Fund $0 $0 $0 $10,000 $10,000 $10,000 • 431510 Electrical permits 151,548 135,768 178,057 162,000 162,000 162,000 . 433040 Electrical plan•check 9,372 5,433 14,511 11,666 11,666 11,666 470000 Interest 9,833 8,798 20,000 6,000 6,000. 6,000 - Total Revenues $170,753 $149,999 $212,568 $189,666 $189,666 $189,666 Total Electrical Inspection Resources $349,184 $307,288 $371,842 $247,014 $247,014 $247,014 • REQUIREMENTS Program Expenditures Community Services $0 $0 $0 $0 • $0 $0 Public'Works 658 705 966 1,048 1,048 1,048 • ' Development Services .166,603 139,937 161,671 163,929 165,263 152,029 Policy and Administration 18,713 22,753 27,762 46,669 46,780 46,780 General Government 5,922 4,165 4,024 700 700 700 Total.Expenditures $191,896 $167,560 $194,423 $212,346 $213,791 $200,557 Debt Service $0 $0 $0 $0 $0 $0 . Capital Improvements $0 $0 $0 $0 $0 $0 Transfer out to other funds $0 $0 $0 $0 $0 $0 . Contingency General Contingency $0 $0 $50,000 $30,000 $30,000 $30,000 Designated Contingency 0 0 0 0 0 0 Total Contingency $0 $0 $50,000 $30,000 • $30,000 $30,000 • Total Budget $191,896 $167,560 $244,423 $242,346 $243,791 $230,557 Ending Fund Balance Undesignated Fund Balance $157,288 $139,728 127,419 $4,668 $3,223 $16,457 Reserves for Future Req. 0 0 0 0 0 0 Total Ending Fund Balance $157,288 $139,728 127,419 $4,668 $3,223 $16,457 TOTAL REQUIREMENTS $349,184 • $307,288 $371,842 $247,014 $247,014 $247,014 The Electrical Inspection Program began at the end of FY 1994 -95. Funds are used to support electrical inspection . • activity and associated costs. • 49 • . • • :': �.:<»<:>:::> �:'::`:<>'>:»>>::>:::<:'<::::<: <:<��`:: >� >:: >::: >:«.<:< >:;> ... rd .tore a • :::': :': : :9•00I:Service� . 1.1 , .:::.:,:,:. :: :::::::::: `':: : : :: :::: :::::::: ::::::' � > ?"`::: : :: ::;:: }' ::s:::::::: : • ...... ............................... :::::::................:......................:«.... .z:::'....'....:::::::..... ... r :;: Uhf.. . . . . . . . . . . . .I�Ctil l..........11dd t t� :.::::::::::::: :. i:1:::::i::i:: : ::::::: <. ................... t pct ?:::: >::::::;::::;::;:::: :<::: >:: :: :::<: :::< :: >;:: >:. : >:: >:: >:<:: >; >::. .:. .::<::: >:: ::; >:.; . :.: s :: � » >;:.. .,; ;:... : p ................... ........:.:: � 95.::1J$.: :.::.::::::. 9�#/ 9: 5;;:.::.:;;;;;::'€ 99: 9��.;;;:.:;;.:;:; �O��It) �:.;; �.;::.:;;'. �Od1� 10�:.::::::::.�0�#O101s:::: IP RESOURCES • 300000 Fund balance $190,717 $89,996 $173,887 $18,312 $18,312 $18,312 0 Revenues 418000 Interagency revenue $97,536 ' $146,307 $120,000 $322,006 $332,000 $332,000 6 431000 Plumbing permits 43,820 40,538 54,712 • 38 ;500 . 38,500 38,500 • 431010 Mechanical permits 9,579 9,790 16,158 12,925 12,925 12,925 • 431510 Electrical permit fees 49,243 44,530 52,896 31,700 31,700 31,700 • 432000 Building permits 112,005 109,583 197,206 111,100 111,100 111,100. 433000 Building plan check fees 72,292 .70,897 126,614 85,791 85,791 85,791 433010 Erosion control plan check -198 38 100 100 100 .100 IP 433020 Fire life safety plan check 511 298 500 1.00 100 100 , 433030 Plumbing plan check 0 4,368 0 1,000 1,000 1,000 433040 Electrical plan check 0 0 0 a 0 0 433050 Mechanical plan check 2,092 1,996 0 0 0 . 0 0 433060 CDC review fees 34,328 31,860 37,800 30,000 30,000 30,000 433070 Urban services address fees 0 . 805 ' 9,000 9,000 9,000 9,000 • 436000 Engineering pub. improv. 300 11,599 100,000 103,000 103,000 103,000 • 437000 Sign permit fees 0 100 0 0 0 0 • 438000 Land use planning application 34,718 34,759 35,000 15,000 15,000 15,000 • 441001 Sewer inspection fees . 6,272 5,705 10,500 3,500 3,500 3,500 • . 451000 Miscellaneous fees & charges 11 2,359 0 0 0 • 0 470000 Interest earnings 14,397 11,552 13,000 2,000 2,000 2,000 1111, 479000 Recovered expenditures 0 1,0,00 0 0 0 0 • Total Revenues $476,906 $528,084 $773,486 $765,716 $775,716 $775,716 - • Total Urban Services Fund $667,623 $618,080 $947,373 $784,028 $794,028 . $794,028 • IP • ' • • • • • S • S . • 10 0 r S 0 • S • 50 0 S • • • • REQUIREMENTS Program Expenditures Community Services $0 $0 $0 $0 $0 . $0 Public Works 102,280 112,977 179,936 202,315 205;520 205,520 • Development Services 400,313 434,550 522,607 341,118 343,277 313,692 Policy and Administration 67,135 61,618 79,953 76,296 76,464 76,464 ' General Government 7,899 • 8,900 9,451 1,643 1,643 1,643 • Total Expenditures $577,627 $618,045 791,947 $621,372 $626,904 $597,319 Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements . $0 • $0 0 $112,000 $112,000 $112,000 , Transfer out to other funds $0 $0 $0 $0 $0 $0 Contingency General Contingency $0 $0 $50,000 $50,000 $50,000' $50,000 • Designated Contingency 0 0 0 0 0 0 • ' Total Contingency $0 $0 $50,000 $50,000 $50,000 $50,000 • Total Budget $577,627 $618,045 $841,947 $783,372 $788,904 $759,319 Ending Fund Balance • • Undesignated Fund Balance $89,996 $35 105,426 $656 $5,124 $34,709 Reserves for Future Req. 0 0 0 '0 0 • • 0 Total Ending Fund Balance $89,996 $35 105,426 $656 $5,124 $34,709 TOTAL REQUIREMENTS $667,623 $618,080 $947,373 $784,028 $794,028 $794;028 • This fund was established in 1997 to account for all revenues and expenditures associated with the services provided to the Urban Services of Washington County. The City began collecting fees and charges on June 1, 1997, and the County paid the city $215,000 to cover start up costs and permits in process. Road maintenance activities were added in November 1997 and $212,000 is anticipated from the County this year to fund the additional services and to ensure the fund balance remains positive. • • • 51 • • • • F :: 000:-0'E:: t :d::Bud g et ::>::::> <:::>::: :: >:::: >:::: >:::: >:::: >:::: >::> ::::: >;::: :::: >::» > ::: >::: >:: >: >: »> : :<::::: >:: >:::>:>:::>:::::: >::> ::: <:::>>::::>::>: :::::: >::: >: ::: : ::: ::::::: ::::: <:::s > ::::::::::::::::::: <s:; ::::::::: » ::: >:::: >::::> :: : >:: >: : >:>:::: >:::: >:::: »«:>s : : «::Ciiiiii itat:Fo fei • ur <.;: ; : <tt , #2 e m . a .€ . f ra. IFund:# 23:'><»>:<:::><>:»:<>:`:><<:>:>:><:>> <: » >::< >:<: >::::''<:: » >: >«`: »ii ::>:[>:::::::::<::>::::>::::::;::>:<:::>:<:;<:: :s:;::> s::<:>:><>:::>:<:::»>:;:»::>:<:::> :::;::::<::: >:::: >:: >:::: >::: Ad u; �1 . . . . . . . . . . . . ..AttuaE �t�d.... ..n�rr� ..;.....:.> . ::.:........................ ............................... d ....... .#�dQ tad: • p ..... :.::::..OS.a9. :.98199 €9991>L > Q1D1.30i ?tQ;.#Org'C.: • • RESOURCES 300000 Fund balance $2,160 $26,974 $37,628 $106,709 $106,709 $106,709 0 Revenues • 470000 Interest $504 $3,963 $5,600 $3,000 $3,000 $3,000 • 478000 Other revenues 25,510 37,980 5,000 5,000 5,000 '5,000 • Total Revenues $26,014 $41,943 $10,600 $8,000 $8,000 $8,000 • Total Criminal Forfeiture Resources $28,174 $68,917 $48,228 $114,709 $114,709 $114,709 • • REQUIREMENTS • Program Expenditures Community Services $1,200 $14,521 16,000 $20,000 $20,000 $20,000 • Public Works 0 0 0 0 0 0 • Development Services 0 0 0 0 0 • 0 Policy and Administration 0 • 0 0 0 0 0 • ' General Government 0 0 0 0 0 0 • Total Expenditures • $1,200 $14,521 , 16,000 $20,000 $20,000 $20,000 . Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements $0 $0 • $0 $0 $0 ' $0 Transfer out to other funds $0 $0 $0 $0 $0 $0 • • Contingency • General Contingency $0 $0 $0 $3,000 $3,000 , , $3,000 Designated Contingency 0 0 0 0 '- 0 0 • Total Contingency $0 $0 $0 • $3,000 • $3,000 $3,000 Total Budget $1,200 $14,521 $16,000 • $23,000 $23,000 $23,000 Ending Fund Balance Undesignated Fund Balance $26,974 $54,396 $32,228 $91,709 $91,709 $91,709 • Reserves for Future Req. 0 0 0. 0 , 0 0 Total Ending Fund Balance $26,974 $54,396 $32,228 $91,709 $91,709 '$91,709 . • TOTAL REQUIREMENTS $28,174 $68,917 $48,228 $114,709' $114,709 $114,709 • • • . • 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. • • • • • IP . • • 52 • • • .RESOURCES 300000 Fund balance $139,493 $346,555 $255,356 $244,245 $244,245 $244,245 Revenues 404000 Federal grants $0 $0 $0 $0 $120,000 $120,000 • 413000 State gas tax share 1,559,909 1,622,304 2,170,245 1,726,129 1,726,129 1,726,129 . 442000 Street lighting fees 9,401 9,100 8,200 8,000 8,000 8,000 470000 Interest 14,178 27,697 28,000 28,000 28,000 28,000 479000 Recovered expenditures 2,422 3,270 0 0 0 • 0 Total Revenues $1,585,910 $1,662,371 $2,206,445 $1,762,129 $1,882,129 $1,882,129 • Total State Gas Tax Resources $1,725,403 $2,008,926 $2,461,801 $2,006,374 $2,126,374 $2,126,374 REQUIREMENTS Program Expenditures . `Community Services $0 $0 $0 $0 $0 $0 Public'Works 376,449 ' 498,968 749,930 749,926 762,673 762,673 Development Services 395,559 369,732 510,844 487,431 488,193 488,193 • Policy and Administration 124,324 147,035 179,620 190,198 190,477 190,477 General Government 31,588. '22,215 21,462 3,731 3,731 3,731 Total Expenditures $927,920 $1,037,950 1,461,856 $1,431,286 $1,445,074 $1,445,074 • Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements $450,928 $651,821 $945,000 $332,000 $514,000 $514,000 . Transfer out to other funds $0 $0 $0 $0 $0 $0 • Contingency • General Contingency $0 $0 $50,000 $200,000 $150,000 $150,000 Designated Contingency 0 0 0 0 0 0 . Total Contingency $0 $0 $50,000 $200,000 $150,000 $150,000 Total Budget $1,378,848 $1,689,771 $2,456,856 $1,963,286 $2,109,074 $2,109,074 Ending Fund Balance Undesignated Fund Balance $346,555 $319,155 $4,945 $43,088 $17,300 $17,300 Reserves for Future Req. 0 0 0 0 0 0 Total Ending Fund Balance $346,555 $319,155 $4,945 $43,088 $17,300 $17,300 TOTAL REQUIREMENTS $1,725,403 $2,008,926 $2,461,801 $2,006,374 $2,126,374 $2,126,374 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 $43.51 per capita using a population estimate of 39,672 for FY 2000 -01. The FY 1999 -00 Adopted budget included additional gas tax revenues from a 4 cent per gallon increase approved by the 1998 Legislature. This increase was subsequently refered to the May 2000 election and did not pass. This increase is . not built into the FY 2000 -01 budget. • • 53 • • • • • IP FY2000 O Ad :::;t.:0 :B d :::::: : :: :: > ::i: : >: <::>:::>::: ° >:: » > ::«':: > :: >:: >:: » :::::: >:: <: ::> :::>€::;:::<:::i:::: :<: »':: ::::<: :: > :::< :: >:'«:: ":: : ;:! > :: >.>: >: >:ffig:: >::> >: >:> :< :::::::: »::: > €:: »:: >:: >: : >: • • :: :::::Cou t•' >G as:Tax Fund #205 >: >::» : >: »:: » >::::::> :: » >:: >: »::» ::::::::>:<:::::«<:><:»:::_::»>::>: : >:::: ::::::<: >:::::<: >:<:; >: : >:<:<: <<:: >: >«::.:;:::«::>::>:<::::::::::::::<::::>:::>:::< ::: » >«::: >:::: >:: >::: :: >:::« Atr A ............. xu Add fid ....►`a .... .a;;6s€.: A ...: ..r.�v6d... .............. ............................... .................:......:::.Ada : a:::. .................... .. _ ._:::::.:::::::::::::::: :19$. 198:: 90$J 99 4. 99910.0.001(1' i.. :: . :: . 2OQ0: �L1.2ILQ0Q'I RESOURCES 300000 Fund balance $24,391 $29,454 .$62 $57,069 $57,069 $57,069 • • Revenues 423000 County gas tax $157,489 $164,527 $150,000 $172,000 $172,000 $172,000 • 470000 Interest 2,121 1,711 2,400 1,000 . 1,000 ' '1,000 . Total Revenues . $159,610 $166,238 $152,400 $173,000 $173,000 $173,000 I Total County Gas Tax Resources $184,001 $195,692 $152,462 $230,069 $230,069 $230,069 • • REQUIREMENTS • Program Expenditures Community Services $0 $0 $0 $0 $0 $0 Public Works 154,547 187,313 151,743 159,761. - 162,788 162,788 • Development Services 0 0 0 0 0 0 . Policy and Administration 0 0 0 2,898 . 2,898 ' 2,898 IIII General Government 0 0 0 0 . 0 0 • Total Expenditures $154,547 $187,313 $151,743 $162,659 $165,686 $165,686 • Debt Service $0 $0 0 $0 $0 $0 • Capital Improvements $0 $0 $0 $0 $0 $0 Transfer out to other funds $0 $0 • $0 $0 $0 $0 • Contingency • General Contingency $0 $0 $0 $23,000 $23,000 $23,000 Designated Contingency . 0 0 0 .0 0 0 • Total Contingency $0 $0 $0 $23,000 $23,000 $23,000 • Total Budget $154,547 $187,313 $151,743 $185;659 $188,686 $188,686 • Ending Fund Balance • • Undesignated Fund Balance $29,454 $8,379 $719 $44,410 $41,383 $41,383 , . • Reserves for Future Req. 0 0 0 0 0 0 Total Ending Fund Balance $29,454 $8,379 $719 $44,410 • $41,,383 $41,383 • TOTAL REQUIREMENTS $184,001 $195,692 $152,462 $230,069 $230,069 $230,069 • • Washington County collects one cent per gallon of gas sold within the county as a county gas tax. Taxes are distributed to cities within the county according to a formula set by the county. . • • • 40 0 0 I • • 54 • • ['<><> ?< >`'<<«'':' ><�' >?«<?« >< »? >..Tx ffic.tm ac>?Fde.F rtc�:# 2' 1� ................................................................. ............................... • • • • A . �� ..........Ad. xed.........r....asad.....A ..rv�ed......Ada >t�d.... �s � : � �:::: >:::::: <:::�:. � . >:: >::: <: >: <::" < ::::: >: <: >::::::.. r.... . • • • ...................................:....:....::.:::.: ::.. .:....:..:.$..:: 9 . 19..:::.:..:9:,1...::€(Xt1f0 i.::: ::i101(Ita.:...::�QO :d. RESOURCES 300000 Fund balance • $2,654,057 $3,458,205 $2,963,789 $2,554,111 $2,554,111 $2,554,111 • Revenues • 448000 Traffic impact fee $821,987 $694,380 $980,340 $1,010,000 $1,010,000 $1,010,000 470000 Interest 166,644 " 206,023 250,000 90,000 90,000 90,000 479000 Recovered expenditures 76,833 0 0 0 0 0 Total Revenues r $1,065,464 $900,403 $1,230,340 $1,100,000 $1,100,000 $1,100,000 Total Traffic Impact $3,719,521 $4,358,608 $4,194,129 $3,654,111 $3,654,111 $3,654,111 REQUIREMENTS Program Expenditures . Community Services $0 $0 $0 $0 $0 $0 - Public Works 0 0 0 0 0 0 Development Services . 55,898 65,699 70,742 77,053 77,053 75,362 . Policy and Administration 0 0 0 17,705 17,747 17,747 General Government 0 0 • 0 0 0 0 . • Total Expenditures $55,898 $65,699 $70,742 $94,758 $94,800 $93,108 Debt Service ' $0 • $0 $0 $0 $0 $0 Capital Improvements $205,418 $1,022,574 $3,800,000 $3,346,500' $2,555,000 $2,555,000 Transfer out to other funds $0 $0 $0 $0 $0 $0 • Contingency General Contingency $0 $0 $300,000 • $200,000 $330,000 $330,000 Designated Contingency 0 0 0 0 0 0 • Total Contingency • $0 $0 $300,000 $200,000 $330,000 $330,000 • Total Budget $261,316 $1,088,273 $4,170,742 $3,641,258 $2,979,800 $2,978,108 Ending Fund Balance Undesignated Fund Balance ' $3,458,205 $3,270,335 $23,387 $12,853 $674,311 $676,003 Reserves for Future Req. 0 0 0 0 0 0 Total.Ending Fund Balance $3,458,205 $3,270,335 23,387 $12,853 $674,311 $676,003 TOTAL REQUIREMENTS $3,719,521 $4,358,608 $4,194,129 $3,654,111 $3,654,111 $3,654,111 • • The Traffic Impact Fee (TIF) is imposed by Washington County and 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 per average weekday trip • Business /Commercial use per average weekday trip 'Office use per average weekday trip Industrial use per average weekday trip Institutional use per weighted average daily trip • 55 • • . • • , F? 000'. 0'1: , :.:..:, ': ,.,.,.:: <:> <: <::'::::: >':> :> > :> ::: :: :: :::;: ::: : : : : : :: : ::: »'. > €<:> :: >'.'.: >'.> <:'.::::::::::;:::::::::::::::>:::.»»:::::.:::::::>::::::::: : :: ::<. >::. »: »: ::.: :::.::> : : : :::< : : ::• :::<::::::::> »:: : >: > ::a: ::::: :: >:::: >::::::::: :: >:: :::: ::::: F. ..... ... . .... . ... . .s >: < `:: »««::::: <: »::: >:< :::::< ' >:::,C....�.... tit i0!r.. on 0 Traffi:eln a >:.: e : : ; . : ::.. . ct.Fe .....Llr�an:::Se .. ::.. »:::: > : >:::: > < :::<:: <::: s: :::: ::::::::::«:>::>::::>::: : >:: >:: >:::::: >«::: :=>:: >:: €::': that »' >: »s» >' c : .>c > " ?''. . ? ? < s»: » >: > : ` „ • :><:>:<::::: >:::: >:: >:: >::> ::::<:«::::: >:::: ::::» »:>:::::::>::: ::<:: :::: :::::: :: :< :: >: : ::9:: :: >: ::: ........,0 . ua . ..........�,0a te.�..... ter Acct:: #::: >:. ...........: ....... :::::;.::::. p ................:.....:..::.::: ::::::::::.........::�.:..::. �::.;:<;: ::: >:: :�9�8199::: >:<: >:: »:;::: X99: 91��:.;>;;;;;>: ��t> ��10�:.>;:<.:;.;:. ti< OUt�Qt; :.:.;.;��101:::. • • ................... RESOURCES 300000 Fund balance $35,480 $280,606 $525,323 $616,177 $616,177 $616,177 S' .Revenues 448000 Traffic impact fee $261,330. $237,550 $389,130 $401,000 $401,000 $401,000 , 0 470000 Interest • 8,456 20,550 20,000 30,000 30,000 30,000 Total Revenues $269,786 $258,100 $409,130 $431,000 $431,000 • $431,000 Total TIF -US Resources $305,266 $538,706 $934,453 $1,047,177 $1,047,177 $1,047,177 • • REQUIREMENTS • • Program Expenditures • Community Services $0 $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 0 • Development Services 24,660 28,938 31,158 33,929 33,929 33,204 • Policy and Administration 0 0 0 7,860 7,880 7,880 General Government • 0 0 0 0 0 0 • Total Expenditures $24,660 $28,938 $31,158 $41,789 $41,809 $41,084 • • Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements ' $0 $583 • $900,000 $0 $0 $0 • Transfer out to other funds $0 $0 $0 $0 $0 $0 Contingency • General Contingency $0 $0 $0 $6,250 $6,250 $6,250 III Designated Contingency 0 0 0 0 0. 0 • Total Contingency $0 $0 $0 $6,250 $6,250 $6,250 • Total Budget $24,660 $29,521 $931,158 $48;039 $48,059 $47,334 • Ending Fund Balance • Undesignated Fund Balance $280,606 $509,185 3,295 $999,138 $999,118 $999,843 • Reserves for Future Req. 0 0 0 0 0 0 Total Ending Fund Balance $280,606 $509,185 3,295 $999,138 • $999,118 $999,843 TOTAL REQUIREMENTS $305,266 $538,706 $934,453 $1,047,177 $1,047,177 $1,047,177 • • II Alk 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. • 0 0 S 40 . • ' • • • 56 5 S • • ......:.: .:::;:.;::.;..::. C i RESOURCES • . 300000 Fund balance $1,026,253 $1,063,210 $465,336 $790,870 $820,870 $820,870 Revenues 449010 SDC - Parks $180,497 $251,891 $381,480 $393,000 $393,000 $393,000 470000 Interest 57,917 54,044 68,000 18,000 18,000 18,000 479000 Recovered expenditures 30,000 15,000 0 0 0 0 • Total Revenues $268,414 $320,935 $449,480 $411,000 $411,000 $411,000 • Transfers in from other funds $0 $0 $0 $0 $185,000 $185,000 Total Parks SDC Resources $1,294,667 $1,384,145 $914,816 $1,201,870 $1,416,870 $1,416,870 • •REQUIREMENTS Program Expenditures Community Services $0 $6,764 $0 $0 $0 $0 Public Works • 0 0 0 0 0 0 . Development Services 0 3,529 3,890 3,658 3,659 2',040 . Policy and Administration 0 0 0 82 82 82 General Government 0 0 0 0 0 0 Total Expenditures $0 $10,293 3,890 $3,740 $3,741 $2,122 . Debt Service' , . $0 $0 • $0 $0 $0 . $0. Capital Improvements $231,456 $540,239 910,000 $860,000 $1,245,899 $1,245,899 Transfer out to other funds $0 $0 $0 $0 $0 $0 . Contingency General Contingency $0 $0 $0 $0 $167,230 $167,231 • . Designated Contingency 0 0 0 0 0 0 • Total Contingency $0 $0 $0 $0 $167,230 $167,231 Total Budget $231,456 $550,532 $913,890 $863,740 $1,416,870 $1,415,252 Ending Fund Balance Undesignated Fund Balance $1,063,211 $833,613 $926 $338,130 $0 $1,618 Reserves for Future Req. 0 0 0 0 0 0 Total Ending Fund Balance $1,063,211 $833,613 $926 $338,130 $0 $1,618 TOTAL REQUIREMENTS $1,294,667 $1,384,145 $914,816 $1,201,870 $1,416,870 $1,416,870 Park System Development Charges are charged to developers on a per unit basis. This source of revenue is expected to track with residential development activity. • • • 57 • • • • :;Y 2�: <' : I A ;, .,;:,,.,.g ::€:>:::>`:::::::::::>::::::i:::: '.:::: ::'.:::: :: :: > :'.:::'.::> €: :i:::i! >::: : >: »:'• ::::<>::: '.:< : :: :::: €:1 :: >:' >:::':: €:::::::::::<::::::::::::::::::'.::::::::::::::::'• :: >:: : : : : ::: >:::: >:::: > ?:::::: ]: ::: : : : : :'•:< >; >:i iiiig €::: > `" . • �'.:... ©t?0: t#� Ado ted &�tl et ::::.: :::.:::: • :: G irfi?Tiar` >.s. o : : ::: ; ni: :: : <> « » «« >< >.' << > ? >? : 0:i i >:>? ::':::':<:<>> : > >< > >: > :Under�� ttailid' t ` >: : » : itti :.:<.::.:': > `< > > >' ! < <:> »` > => i >:':> i:> > > > > >:'< > : < :< >> >! :::::<:>::> :::::::: >:::::<:::::: »:::::___ <::>::::»:::<:::>::::>::::»:::::: >:::: >:< ::::::: <::_ LFt I� ..1=un_1. 23t ............... jj� t ::: >::; ::::._::<:::> »:>::::::::::: <: ::<::: >:::<:::::<::>:::<:> :::: ::: :: : >::> ; :;: j�� ::::.:: k ........4da . 0d...... p O .ciid..... A ..roved..... o Vic. t*::.: �Qo1.pt: 0::::.::::::.:;:..:.l! 9oros;...:.:30:: 0:1 9t::::.:�09:::::.:::::. :0.: 01(z�.::...:.:: 0. 001 0..:.•...:.:.0400101::: >;:::: • RESOURCES • 300000 Fund balance $152,960 $229,503 $299,205 $399,392 $399,392 $399,392 • • Revenues • • 445003 Fee in -lieu of Undergrounding , $66,633 $76,705 $58;000 $58,000 $58,000 $58,000 • 470000 Interest 9,909 13,982 16,000 20,000 20,000 20,000 Total Revenues ' $76,542 $90,687 $74,000 $78,000 $78,000 $78,000 • Total Underground Utility Resources $229,502 $320,190 $373,205 $477,392 $477,392 ' $477,392 • REQUIREMENTS • • • . Program Expenditures ' • • . Community Services $0 $0 $0 $0 $0 $0 • Public Works 0 0 • 0 0 0 0 Development Services 0 0 0 0 0 0 5 Policy and Administration 0 0 0 • 0 0 • General Government 0 0 0 0 0 0 Total Expenditures $0 $0 $0 $0 • $0 $0, •. Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements $0 $0 $373,000 $0 $170,000 $170,000 III Transfer out to other funds $0 $0 $0 $0 $0 $0• • Contingency • • General Contingency $0 $0 $0 $0 $20,000 $20,000 • Designated Contingency 0 0 0 0. 0 0 • . Total Contingency $0 $0 $0 $0 . $20,000 $20,000 • 0 ' . Total Budget $0 $0 $373,000 $0 $190,000 ' $190,000 , Ending Fund Balance • Undesignated Fund Balance $229,502 $320,190 $205 $477,392 $287,392 $287,392 • Reserves for Future Req. 0 0 0 0 0 -0. .Total Ending Fund Balance $229,502 $320,190 205. $477,392 $287,392 $287,392, • . TOTAL REQUIREMENTS $229,502 $320,190 $373,205 $477,392 $477,392 $477,392 • • • • This fund was established to record funds received in lieu of undergrounding utilities. • • • • • • • • • • • • 58 III . • • • ...... .... ;:.:;> ...... >:::::: • c...... es.. ........................ ..............:.:.:....:.�sr > >< .rs.............� ........... z�vtc�... ........ara..::.::::.:or..o:::: RESOURCES' 300000 Fund balance $111,847, . $168,607 $215,121 $324,778 $324,778 $324,778 • Revenues 470000 Interest $8,084 $10,254 $12,000 $14,000 $14,000 $14,000 • 479000 Recovered Expenditures 48,676 47,518 40,000 40,000 40,000 . 40',000 • Total Revenues $56,760 $57,772 $52,000 $54,000 $54,000 $54,000 - Total Workers' Comp. Fund Res. $168,607 $226,379 $267,121 $378,778 $378,778 $378,778 REQUIREMENTS Program Expenditures Community Services $0 $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 0 Development Services 0 0 0 0 0 • 0 . • . Policy and Administration 0 0 0 0 0" 0 General Government 0• 0• 0 0 0 • 0 • Total Expenditures . $0 $0 0 $0 $0 $0 • Debt Service $0 $0 $0 $0 $0 $0 Capital Improvements $0 $0 $0 $0 $0. $0 Transfer out to other funds $0 $0 $0 $0 $0 , $0 • Contingency General Contingency $0 $0 $0 $0 $0 $0, • Designated Contingency 0 0 0 0 0. 0 Total Contingency $0 $0 $0 $0 • $0 $0 . Total 'Budget $0 $0 $0 $0 . $0 $0 Ending Fund Balance Undesignated Fund Balance $168,607 $226,379 ' 267,121 $378,778 $378,778 $378,778 • Reserves for Future Req. 0- 0 0 0 0' 0 Total Ending Fund Balance $168,607 $226,379 267,121 $378,778 - $378,778 $378,778 • TOTAL REQUIREMENTS $168,607 • $226,379' $267,121 $378,778 $378,778 $378,778 • 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. • • • • • 59 • • • • :20 :.; :.:: <:Ad F:'�:.2 ISO. t?�l. Ado t# : , • <T ee> Re i eit.iti 1 c� : ent:Fin ? `. r �.. ::::.:.:.:.::::.:.: :•.;•:..:::::. A.ctu; tk.. ....... .tgd....... prc► po t... .... ... 5......'�...f# ... .... ...... ... ... ........... .... ..... ii9s# »: >: >' >:>:3: IBS'.. >: >: »:: >:<:. :::: ::;:: >:: >: .:. ..:::;:<: >:: ::;:::. ; ::: » »::::: :<. >;: • RESOURCES • 300000 Fund balance $172,966 $174,155 $191,266 $171,652 $171,652 $171,652' • Revenues • 417000. Tree replacement revenue $33,469 $15,015 $35,000 $30,000 $30,000 $30,000 • 470000 Interest 9,759 10,235 - 13,000 3,000 3,000 ' 3,000 ' ill Total Revenues $43,228 $25,250 $48,000 $33,000 $33,000 $33,000 • Total Tree Replacement Fund Res. $216,194 $199,405 $239,266 $204,652 $204,652 $204,652 • • • REQUIREMENTS Program Expenditures • Community Services $0 $8,602 $11,629 $12,657 $12,763 $12,763 • Public Works 0 0 0 0 0 0 Development Services 0 0 0 0 0 0 IIP Policy and Administration 0 0 0 0 0 0 • General Government 0 0 0 0 0 0 Total Expenditures $0 $8,602 $11,629 $12,657 $12,763 . $12,763 • Debt Service $0 $0 $0 $0 • $0 . $0 • Capital Improvements $42,039 $7,191 $227,000 • $0 $37,000 $37,000 III Transfer out to other funds $0 $0 $0 $0 $0 $0 • Contingency S General Contingency $0 $0 $0 $1,700 $1,700 $1,700 • Designated Contingency 0 0 0 0 0 0' Total Contingency '$0 $0 $0. $1,700 $1,700 - $1,700 • Total Budget $42,039 $15,793 $238,629 $14,357 $51,463 $51,463 • • • Ending Fund Balance • • Undesignated Fund Balance $174,155 $183,612 $637 $190,295 $153,189 $153,189 Reserves for Future Req. 0 0 0 0 0 0 • Total Ending Fund Balance $174,155 $183,612 $637 r $190,295' $153,189 $153,189 5 TOTAL REQUIREMENTS $216,194 $199,405 $239,266 $204,652 $204,652 ' '$204,652 III • III This fund was established in FY 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 rights -of -way and • S otherpublic properties. • 41 • al • • • • 60 0 0 .......................... ...................:...:....... . ........ ��yy #, Outstanding debt includes voter approved General Obligation bonds, Bancroft bonds, and short term notes. Principal sources of revenue are property taxes for General Obligation bond debt service and special assessment collections and interest earnings for Bancroft Bond debt. The City currently uses the following debt service funds: • General Obligation Bond Debt - The City 'sold $2.2 million in general obligation bonds on June 6,,1984 to purchase land and construct the Civic Center. Advance refunding bonds were issued in February.1987 to refund the callable portion of the 1984 issue, thus saving taxpayers over $250,000 over the life of. the bonds. In addition, the City issued $8.5 million in General Obligation road improvement bonds in April 1989. On. May 3, 1993, the City issued $6,935,000 in GO Bonds to advance refund $6,280,000 of outstanding 1987 and 1989 Series bonds. The refunding • was done to save taxpayers $265,436 over the life of the bonds. Remaining General 'Obligation debt is from the 1993 series. Bancroft Bond Debt - Revenue in this fund is derived from assessments on properties that participate in local . improvement districts and from proceeds of Bancroft Bonds to retire short term debt issued • to fund the local improvements. On May 3, 1993, the City issued $660,000 in GO Improvement Refunding 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 life of the bonds. A summary of Debt Service revenues, by type, follows: • Fund Amount General Obligation Debt Service: Tax collections $295,383 Interest earnings 4,000 Beginning fund balance 14,817 Total General Obligation $314,200 Bancroft Debt Service: Collections from property,owners for the: Pacific Corporate Center Project $211,488 Lincoln /Locust Street LID 43;016 Dartmouth Street LID 84,626 McDonald Street 403 135th Avenue Project - 712 Dartmouth Phase II . 70,500 Interest Earnings 10,000 Bond Proceeds 2,350,000 Note Proceeds 0 Beginning Fund Balance 1,320,575 • Total Bancroft $4,091,320 Total Debt Service Funds $4,405,520 61 • • ;::>=>::::::::>:>::::» :::: >:<: <:: >:: » >::::<::< >:: >: .......... ............................... ...... ... . • • • • Debt Service Funds are received from the following sources: • • • 0 Bond Proceeds • 53.34% • • • ^ W �, :;� ;:bits:: - 'r e ' . :` a;'i : • z r ® Beginning fund *:din. si « a R k ,� balances w .:.7 f �x r t { ' 30.31% • :4:i:,,,,,.' T ' r -. ' t ,� ..x'^- _ �� y # 'sue ? t t H a r 3 . • • tat r e �t • S u x 6 ., : ' ` � "'� z� Ei y • NigOkigffliMallI,qtalf-t*TZW-?,t:TRilrttSt°11-'' ' II Note Proceeds • ❑Interest earnings .32% 0% • 2 Property tax revenue ®Assessment interest 6.70% • and principal • 9.32% • • • • Source Amount Percentage • Property tax revenue $295,383 6.70% • Assessment interest and principal 410,745 9.32% • • Interest earnings 14,000 0.32% Bond Proceeds 2,350,000 53.34% Note Proceeds 0 0.00% • Beginning fund balances 1,335,392 30.31% • . 100.00% • • Total Debt Service Funds $4,405,520 • • • • • • _ • • • 62 • • E:MQ:,:.ed:: ud..... g.: > <:' >:: >:`>:: >: >: > >: >: » : : ::: ><:: >< : : ::: <::> ::::: >: >::E: :: : : >:<:> :: >:':::::::; < >« : :::; > >:: »: >::<:::: >:: >::: : : :: :; :::«:: : :',:• :::: ' : :::: : <:::<:: ::: >< : : : : :::: »:::<:<:::: >:<: >: ;::;::- :: ' >:: " ::;:: fd: ':50:� 2 ! %2 S; ?: 2 : ;_� ?22 ; :>>:>>:>::><::<:::;:>><.><<».::<:::>::::::: : :: :: >:: :::;�G�riera.:Obla dt:ltill.Rebt:Se ; 345. 0 ..... :. .........:......:....:... .................. ...... 11 ::<?: ::::: ::; :::» ?:::>:°::::::::>:>::>:: :::: »::::;::::: >:::::: >::::::. >: : :.:.:::::s > : >:: >::>:Ac #0 .. ..... ::40ual...........Ada . e4 .. RO ased... 4 ..axed.... . . .. n ................................................ 1P? 190:<:>::::>; >:: >14PP9 »:: >:::: >:: > <::::? 199. 0............... .OD.t .' 1::><:> : »:: >.00t.................Q0010: :: : :: RESOURCES • 300000 Fund balance $4,250 ($9,541) ($12,908) $14,817 $14,817 $14,817 . Revenues • 400000 Current taxes $1,570,679 $1,598,747 $234,938 $270,383 $270,383 $270,383 • 401000 Prior year taxes 27,201 33,516 24,000 25,000 25,000 25,000 470000 Interest 39,564 . 36,159 5,000 4,000 4,000 4,000 Total Revenue $1,637,444 $1,668,422 $263,938 $299,383 $299,383 $299,383 Total G.O. Debt Service Resources $1,641,694 $1,658,881 $251,030 $314,200 $314,200 $314,200 ' ' REQUIREMENTS Program Expenditures Community Services $0 $0 $0 $0 $0 $0 Public Works 0 0 0 0 0 0 • Development Services 0 0 0 0 0 0 • Policy and Administration 0 0 0 0 0 0 General Government 0 0 0 0 0 0 Total Expenditures $0 $0 $0 $0 $0 $0 , • Debt Service $1,651,235 $1,674,615 $251,030 $257,000 $257,000 $257,000 Capital Improvements $0 $0 $0 $0 $0 $0 • • Transfer out to other funds $0 $0 $0 $31,500 $31,500 $31,500 • Contingency ' . , General Contingency $0 $0 $0 $0 $0 $0 ' • • Designated Contingency 0 0 0. 0 0 0 ' . Total Contingency $0 $0 • $0 $0 $0 $0 • Total Budget $1,651,235 $1,674,615 $251,030 $288,500 $288,500 $288,500 Ending Fund Balance Undesignated Fund Balance ($9,541) ($15,734) $0 $25,700 $25,700 $25,700 • . Reserves for Future Req. 0• 0 0 0 0 0 • Total Ending Fund Balance ($9 ;541) ($15,734) .$0 $25,700 $25,700 $25,700 • TOTAL REQUIREMENTS - $1,641,694 $1,658,881 $251,030 $314,200 $314,200 • .$314,200 • • 2000101 General Obligation Debt Fund Requirements consist of: Year Issued Obligation . Advance refunding bonds Series A Debt Service 1993 $257,000 General Fund Loan Repayment 31,500 Reserve • 25,700 Total $314,200 • Debt Service for these bonds is received from a property tax levy necessary to meet the fiscal year requirements as follows: • Total requirements $314,200 Prior years taxes (25,000) Interest earnings (4,000) Beginning fund balance ,(14,817) $270,383 Allowance for uncollectable 106.00% . Tax levy $286,606 63 • • • F'i'::2O.0.i3'E : #0.: . >:<::::«:;::::::>::>;:>::::>::::>:::<>::::<:>::>:«:::>:::::::::>:<:::>:<:>::::»::>::»»:::>:::«: :::«<::::: >:<: >; >:< : »:........ 1 r# .bre cart ..................... .................. • ; :i:: : : :1 n ` n ft . : '.:::4 " *. C '_ >::;.::;':;' ii .v i * "." 2.:' ki .- fy ?'n::.:. ' : :;: ` :::::Y':' ::::::::::::::'::: ::::: : > ::::::':i: ":��:::: ::: : :::::'2 :::i :: ::: : : • ::»::»:><:»:»:::::<:::>::<:<::::::> : >: ><: »: >:: >::;:::«:: >:`::<::': �... .��nd.la�bfi.�: �t`xtDe.F�tid.�4Q0 ::>::>:'.::::> i:: i::;:<::::>: :::::: ><:;:::i: >::i:: >i:::<::: » ::<::izi::::::::: >: <:::::::i::: »:«::::s:::::; tua1 . . . . . . . . . . .Add ted. . . . . . . . . .Pm o ecf . . . . . . .. t�o ved .. . . .:.A '. \cit#< :I as ira p:,_<:::::: i:::» ::<:: >:!:<:i:;>:>:::: »:': <:>::E ` ': i<« ...,. : ,,..;;; ; i <: ::::<:; : :: :<::;:. ":`. ::<>;:>::>:::>': : >::: >::<ati .,.:4 16 - p t..n .:::.:.:... ......:.::1579 ><': ... 538f :.1ltatl OUdt1;;: ;:::::: >A#(3if?.: RESOURCES • • 300000 'Fund balance ' $424,803 $216,253 $47,738 $1,320,575 $1,320,575 $1,320,575 • Revenues • • . 470000 Interest $18,616 $43,069 $10,000 $10,000 $10,000 • $10,000 • 471000 Interest from other sources 118;193 0 180,421 185,896 185,896 185,896 474000 Proceeds /collections ' 0 156,289 1,400,000 2,350,000 2,350,000 2,350,000 • 474010 Notes proceeds 0 3,513,254 2,040,000 0 0 0 • 475000 Bancroft collections 173,947 2,056;305 296,206 224,849 ' 224,849 224,849 478000 Other revenues 1,000 (1,000) 0 0 0 0 • Total Revenue • $311,756 $5,767,917 $3,926,627 $2,770,745 $2,770,745 $2,770,745 • . Total Bancroft Debt Resources $736,559 $5,984,170 ' $3,974,365 $4,091,320 $4,091,320 $4,091,320 • • REQUIREMENTS • Program Expenditures Community Services $0 $0 $0 $0 $0 $0 • Public Works 0 0 0 0 0 0 • Development Services 0 0 0 0 0 0 Policy and Administration 0 0 0 0 0 0 • General Government 0 0 0 0 0 0 • Total Expenditures $0 . $0 $0 $0 $0 $0 Debt Service $520,306 $5,175,907 $3,857,590 $3,874,082 $3,874,082 $3,874,082 • Capital Improvements $0 $0 '$0 $0 $0 $0 Transfer out to other funds $0 $0 $0 $0 $0 ' $0 • • Contingency . General Contingency $0 $0 $0 $0 $0 $0 • Designated Contingency 0 0 0 0 0 0 • Total Contingency $0 $0 $0 $0 $0 $0 Total Budget $520,306 $5,175,907 $3,857,590 $3,874,082 $3,874,082 .$3,874,082 • • Ending Fund Balance • Undesignated Fund Balance $216,253 $808,263 $116,775 $217,238, $217,238 $217,238 Reserves for Future Req. 0 0 0 0 0 0' • Total Ending Fund Balance $216,253 $808,263 $116,775 $217,238- $217,238 $217,238 . TOTAL REQUIREMENTS . $736,559 $5,984,170 $3,974,365 $4,091,320 $4,091,320 $4,091,320 • • Special assessments are the major source of funding to meet current and future interest and principal payments on • outstanding Bancroft bonds and Notes. • • • • • • 64 • • • Dartmouth Ave. LID - Revenue from short term borrowings are used to fund construction within Localimprovement 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. Interest earnings on fund balance is the primary revenue source at this time. Facility -, . This fund was established during'the 1995/96 budget process to set aside funds for future City facility improvements. Funds are being transfered to this fund in FY 2000/01 t� pay for costs of developing a proposal for a new library,. to reserve funds for library construction, and to reserve funds for future City facility costs. Metro Greenspaces - • • This fund was established in 1996 to account for Greenspace property acquisition and improvements. Fund • revenues came from the Metro Open Space, Parks, and Streams bond measure. 69th Ave. LID - This fund was established in 1998/99, to account for construction costs for the newly formed Local • Improvement District on 69th Ave. This fund will capture construction costs associated with the project. Shown below is a chart showing each funds' revenue contribution in relation to the Capital Projects Funds: , • Capital Projects Funds 69th Ave. LID Dartmouth LID 0 3/0 1% Park Levy Improvement Metro Greenspaces 10 %' • 0 11 % • Y " " -,y "'F n Y IM V ) Sa T Iy h Ab T++z' 0 JT Facility Fund • 75% EZ Dartmouth LID ® Park Levy Improvement ❑ Facility Fund ❑ Metro Greenspaces 69th Ave. LID • • 65 • • • • • • • FY2::: -:: ... . • :::::::<::::......::> :.... ......... ::::::::::::::.....:....... :::;. 11S .E2artmouth.LEDfCIP un S :::::::::>::;:<:>:.>::::>::»:: . :;::.;:.;:. :.; :.:.:.;:.;:.;:.:. I.. Acta :A ..........................A...........ted........ ..da ... .... ra as A d e :..... . ........................................... : :r..avad:::::.Ada teal :::. ACC €. ::.0:i 0i.1 .0.0 :;.> :: >: > ::::::; 0: : : : :>:: : : : : » >::: >::::;;>:. ::::<::;::9: >::h ::::. p ..........:......:.:.::. :..:....:: ::::.::' 1971 98:..::.. 9�8/ 9f�.....:.:09.0l€3D;8::: ;>:: : 200.0/ 01::;:>::;>::::>4RA >::::: >:<: >::.Q01T�....;:. ::: • • RESOURCES • 300000 Fund balance $1,628,199 $31,190 $900 $11,753 $11,753 $11,753 • Revenues • 4 • 70000 Interest $31,824 $889 , $0 $1,000 $1,000 $1,000 474000 Bond Proceeds 0 0 0 0" 0 0 40 479000 Recovered expenditures 295 0 70,000 . 0 0 0 • • Total Revenue $32,119 $889 $70,000 $1,000 $1,000 $1,000 Total SW Dartmouth LID $1,660,318 $32,079 $70,900 $12,753 $12,753 $12,753 0 REQUIREMENTS • Program Expenditures • Community Services $0 $0 $0 $0 $0 $0 0 Public Works 0 0 0 0 0 • 0 Development Services 0 0 0 0 • 0 0 O Policy and Administration 0 0 0 ' 0 0 0 0 General Government 0 0 0 • 0 0, 0 Total Expenditures $0 $0 $0 $0 . . $0 $0 0 • Debt Service $0 $0 $0 $0 $0 $0 u Capital Improvements $1,629,128 $9,634 $70,000 $12,753 $12,753 $12,753 0 Transfer out to other funds • $0 $0 $0 $0 $0 $0 . Contingency 0 . General Contingency $0 $0 $0 $0 $0 $0 , Designated Contingency 0 0 0 0 0 0 Total Contingency $0 $0 $0 $0 $0 $0 I) Total Budget $1,629,128 $9,634 $70,000 $12,753 $12,753 $12,753 Ending Fund Balance ,) • Undesignated Fund Balance $31,190 $22,445 $900 , ' $0 $0 $0 Reserves for Future Req. 0 0 0 0 0 0 0 . Total Ending Fund Balance $31,190 $22,445 $900 $0 $0 $0 .) TOTAL REQUIREMENTS $1,660,318 $32,079 $70,900 $12,753 $12,753 $12,753 ,1 The Dartmouth Street project is completed. The final assessment was assigned in June 1998. "There is a lawsuit' pending , I on behalf of one property owner regarding their portion of the assessment. Long -term financing has not yet been finalized 0 on this portion of the Dartmouth project. Any additional costs associated with this lawsuit will be reallocated to property owners. 0 I) I) . It 0 I) 66 0 . 0 :3 ::::.:<.;:::.:..` :: :.04 ".: :': ::•:'. » : :: : ::: :: ::; :>:>':>:'::>: :: : : : :: : :: :i :: >: ::: > > ::::: ::> '.: ::: :::. > :' :i::::: :i: :: >? .:<: ::: :: : :'.:'. :' ::> : > :< : :: :'. : :: : :: ::: : ::i: :: i:::>: : > :. :: > : :. :: : :: :: :: : :: > » »:::::.:::::::::::>::>:::: :: > : ::: :: » >:<:: • ::::: »: :: : • • FY :�OQ�....Ado .f�d..�u.d �#::: .::.::.::::::::::.:::.:::.:...........................................................:::.:::::::.... • :.' -; k a >T::: ':.: »:ti : ` >: €? :: : : : :i : :i : : :: <: :::]:::::::::::mmi ` >» ' '« ` <::< < » : :i :: > ::: > : ::: :: ::.: : :> ::: : > :: :: >; :: > :: > :: ::; :: ::> :;::;>:::::::::>::::::>:::>:: .: » >;:::::; »:::: >:: >:: >:::::> ...i arc# ..O on ........................ . • : <: : : :yP`:.. .: .:., ;;. m p ,: : « � .., :..,.0:: ::2: ::::::: : : ::: ? ? 2 : : : : : : ::::::::::::: : :: :: : :: :: :: : : :: ::: .L ...Im . av mrw rt. Furt 3.f :.............: ......: ........................ ........ ` • : : :::> >.: is i :: : : :'• :< :: >: >:i : : :'.i :ii:; :::• : : :: : ::: : : ::::': ` : : :: : : : :: `':: >'. : :A 0. ::: :'•: ::' ::;:. :.:.... ;: :: ::: : <,, ...: r d. v • .:::.:::..::. . ::::;:.:.:::::::::::::::::::............ .... ................... .... 9 �.....:......;: r�►r= $�u�l. Ad�p�e:..... .�. 4pC;r�............... A .k4..�d..:::�#dG .��'�:. sin . vr{ ...... ...... 7/�J> #::<: ::? ::;<: :: >:. :::: : ................ p .................................. .............................. . ............' 1��! �i3�>><:::>: ��4. gft �l �:<::::::<:»» �QUg? Q1:<:»:::::>:::<: 2Qt1g)Q1; :: :«: :: > :: :: > :2041�1� :. : : : : > : : :: tai :::. • RESOURCES 300000 Fund balance $183,655 $192,470 $205,866 .$218,518 $218,518 $218,518 ' . Revenues 400000. Current taxes $0 $0 $0 $0 $0 $0 401000 Prior year taxes 1,227 316 0 0 0 0 404000 Park county grant 0 0 '0 0 0 0 414000 Intergovemment revenues 0 0 0 0 0 0 470000 Interest 10,350 11,069 ' 12,700 7,000 7,000 7,000 477000 Private donations 0 20,000 0 0 0 0 • ' ' 479000 Recovered expenditures 0 0 0 0 0 0 • Total Revenue $11,577 $31,385 $12,700 $7,000 $7,000 $7,000 Total Park Levy Improvement $1 95,232 $223,855 $218,566 $225,518 $225,518 $225,518 . REQUIREMENTS Program Expenditures Community Services • $0 $0 $0 $0 $0 $0 • Public Works ' 0 . 0 0 0 0 0 • Development Services 0 0 0 0 0 0 . • Policy and Administration 0 0 0 0 0 0 General Government . 0' 0 , 0 0 0 . 0 Total Expenditures $0 $0 $0 $0 $0 $0 . Debt Service $0 $0 $0 $0 $0 $0 • Capital Improvements $2,763 $100 $218,000 ' $225,518 $105,518 $105,518 Transfer out to other funds $0 $0 $0 $0 $120,000 $120,000 Contingency General Contingency $0 $0 $0 $0 $0 $0' . Designated Contingency 0 0 0 0 0 0 Total Contingency $0 . $0 $0 • $0 $0' $0 • ' Total Budget $2,763 $100 $218,000 $225,518 $225,518 $225,518 Ending Fund Balance Undesignated Fund Balance $192,469 $223,755 $566 $0 $0 $0 Reserves forFuture Req. 0• ' 0 0 0 0 0 Total Ending Fund Balance $192,469 $223,755 $566 $0 $0 $0 . TOTAL REQUIREMENTS $195,232 $223,855 $218,566 • $225,518 $225,518 $225,518 • 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 FY 1994 -95. In FY 1995 -96, the City received'a $100,000 gift from an estate of a citizen. This gift was intended to be used for path construction and is included ' in estimated beginning fund balance. . . ' 67 41 • U • 11 tl ': < rty of '8 1 .O 000 : : .:::: .::::::: : .:':::::::::' : : ::; : ' ": :::::: : < ? : : ': :'::::: : : ` :' : ::: : :: ;<:: >::::< ::::; :;. :;::::: ;:: i ;:::::>:::::::: >::'r::::.::: ?:: iii:< `::>:::: > ::::::::: >:: >:<::::; «: ::<::: el . on ..... • ;::: :tu' 2 ;:: ;:::: :AdtUal < :> ::5 :::: : is % y ;: seij %: 'y i d : : d d :::> ::: ; �;:::::>::>::: i:.>'>::::::> �::>`:::::::: i:::::::;: i>::;:: i::::::;?>: i;:>:>:<: ::i::::::i:::i:::::: >: >: >:<:: :: .A�tu$I.. ..... . . . Ad : • ; :.: ::. ;;.;:<: :.:. ;;:;;.::::: :.: ::::.:::;•:::::;::: ;:•;:.• : . . : : . .:.: A ........:......... ............................ . . 4�: bs. r. v�d. :. :.Adb € :.w* • ...... . . .# cEk . . .. f997fg8: ': >i' >:: »19387Jg:::<z ><< >:'I. >::;«:: :: <: >:: > < >: >::::e p .. . . . ....................................... ........ ............................,...: ..............:.. 959/ UQ.:. 110QfCf:t1 DQfDii :<:::;:z::i:2C1U#11f..; • RESOURCES • 300000 Fuhd balance $203,732 $3,763 $107,691 . $879,163 . $879,163 $879,163 • Revenues 470000 Interest $8,039 $3,373 $4,800 $44,000 $44,000 $44,000 • 471000 Interest earned from others 1,532 12,422 4,846 5,000 5,000 5,000 • . . 478000 Other revenues 161,000 247,000 150,000 150,000 150,000 150,000 . • Total Revenue $170,571 $262,795 $159,646 $199,000 $199,000 $199,000 ' , • Transfers in from other funds $0 $0 $0 $550,000 $550,000 $550,000 • Total Facility Fund $374,303 $266,558 $267,337 $1,628,163 $1,628,163 $1,628,163 • REQUIREMENTS • Program Expenditures • Community Services $0 $0 $0 • $0 $0 • $0 • Public Works 0 0 0 0 0 0 Development Services 0 0 0 0 0 0 Policy and Administration 0 0 0 0 0 - 0 General Government 0 0 0 0 0 0 • Total Expenditures $0 $0 $0 $0 $0 $0 • . Debt Service $0 $0 . $0 $0 $0 $0 - • . Capital Improvements $370,540 $266,414 $267,000 $200,000- $200,000 $200,000. • Transfer out to other funds $0 $0 $0 $0 $0 $0 Contingency • General Contingency $0 $0 $0 $30,000 $30,000 $30,000 • Designated Contingency 0 0 0 • 0 0 i 0 • • • Total Contingency $0 $0 $0 $30,000 $30,000 $30,000 Total Budget $370,540 $266,414 $267,000 $230,000 $230,000 $230,000 Ending Fund Balance • ' Undesignated Fund Balance $3,763 $144 $337 $473,163 $473,163 $473,163 • Reserves for Future Req. 0 0 0 925,000 925;000 925,000 Total Ending Fund Balance $3,763 $144 $337 • $1,398,163 $1,398,163 $1,398,163 - • TOTAL REQUIREMENTS $374,303 $266,558 $267,337 $1,628,163 $1,628,163 $1;628,163 • . • • This fund was established during the FY 1995 -96 budget process to set aside funds for the future expansion of City • facilities. Revenue is from annual contributions from the General Fund. The FY 2000 -01 transfer is to pay costs of developing a New Library CIP project, to start to build a reserve for the eventual construction of a new library, and to add to • reserve funds for future City facility costs. • The FY 2000 -01 Beginning Fund Balance consists of two bequests the City received 9 q y ed in FY 1999-00 for a new or enhanced • Library facility. • e • • 0 1 68 I e : P f k 0 . n: t: .?:.::::: >:::: ;: #3 , > < >: » > :<: : : : > < >«» > > > : :>;»:< >::: >:::::<:: >:: >::<: >:< :::; ::: .. . ra: ty r e e rts a #3i1 al :: ::: > :: Ct> :: ::::. ::; ».> :;:.::::: ::..: . .............. :.: ::::: .::. 4ttu > ; »: :........... >: .......Ado ted.....:.P.rO .ased......A ..rox...d.. d Aitc €.........0esc ta <>: : >: > <�: t .. k1 . ............................... 197198 .............9";819`}: >::: » > <::'98. .. : <: » ::: J ; :<::::::: ::::: >: :....:f <:::: >:::: >«<> >:: : pe ............................................................................................... ....:.::: >:: 2€>PU 01"' �. D: QUtQ..::2QOQ�Q.'f.: .; . RESOURCES ' 300000 Fund balance $0 $0 $130 $0 $0 $0, . Revenues 416000 • Intergovernmental revenues $44,555 $336,557 $247,000 $327,000 $240,811 $240,811 ' 470000 Interest .1,950 0 0 0 0 0' . 479000 Recovered expenditures 0 0 0 0 0 0 Total Revenue $46,505 $336,557 $247,000 $327,000 $240,811 $240,811 Total Facility Fund $46,505 . $336,557 $247,130 $327,000 $240,811 $240,811 REQUIREMENTS . Program Expenditures , Community Services $0 $0 • $0 $0 $0 $0 Public Works 0 0 0 • 0 , 0 0 ' ' Development Services 0 0 0 0 0 0 Policy and Administration 0 0 0 . 0 0 0 General Government 0 0 0 0 0 0 Total Expenditures . $0 $0 , $0 $0 $0 $0 • Debt Services $0 • $0 $0 $0 $0 $0 ' Capital Improvements . $46,505 $336,557 $247,000 $327,000 $205,811 $205,811 . Transfer out to other funds $0 $0 $0 $0 $0 ' $0 , ' Contingency General Contingency . $0 $0 $0 $0 $35,000 $35,000 . Designated Contingency . 0 • 0 0 - • 0 0 0 . Total Contingency $0 $0 $0 $0 $35,000 $35,000 Total Budget $46,505 $336,557 $247,000 • $327,000 $240,811 $240,811 Ending Fund Balance Undesignated Fund Balance $0 $0 $130 $0 $0 $0 Reserves for Future Requirements 0 0 0 0 0 0 Total Ending Fund Balance $0 $0 • $130 . $0 $0 $0 TOTAL REQUIREMENTS $46,505 ' $336,557 $247,130 $327,000 $240,811 $240,811 Expenditures on certain greenspace land acquisition and improvements were reimbursed by Metro up to a total of $758,000 from the Metro Open Spaces, Parks, & Streams General Obligation Bond. The City is projecting additional CIP projects funded from this measure in the amount of $327,000 in FY 2000 -01. • 69 • • 0- • FM26.00.at A :......d .....:..:::::>::>:::::< : >::<: » :: »:::: >:«<:::«<::: >::: <:>::>::::::»»»::>::>:><:::::>:::»::::::::::::::::;:;:< :: >:: :E:::<::«::::::: >:::::<::: >:::<: ::ii. ::<: <: >:: >:::> : : ::: :: >:< >: : >:: »:<: »:::> :>«:::> ?::::<:: :: >:::::::::::: >::::: ::::<::> :: : • »:: >:69.thi:Mik:LID Fu:rid:# :f:5 ::::::::::::::: >:: >:: « >:: >«::<:::::::::: »:: »:: 1::::: ::: ::::::<»:::<::::::::::::::::::::::::>:::: >::<: >:<: » :',:::::::;.:::::;::: >:::<::::::::: >:::: : >::> Actual «:'< : »: c t A. tuai'' >> Ar!'o fled < > Pra `oseci!` . „. „.„ .;:.. „.. :.;:. „.„ ............................. «>: : :'''',:;::::::::E::::::::::::::::::::::::::::::::: >:»:>:>:< »: : >:»:>:»»»: : : : : : : : : ;<»:>»:>>>: : < : : . «>>»:> : .................... : A . o .re ed: °< >: :Ado • : ;: i!t€ ..: . . ::: .::.:199198::: . .... 998 99. . . . . . . . .' f' �! 99/ 4tD.:: :.: �€} DO/ 01<: >:: >: »:;>:::�40t}tttf<: >� » >?::; :. �i <:: >:: RESOURCES • 300000 Fund balance $0 $0 $900,000 $68,545 $68,545 $68,545 Revenues • . 470000 Interest $0 $10,981 $1,000 $0 $0 $0 • • 478000 Other Revenues 0 1,245,000 0 0 0 0 479000 Recovered expenditures 0 0 0 0 0 0 Total Revenue $0, $1,255,981 $1,000 $0 $0 $0 • Total 69th Ave. LID Fund $0 $1,255,981 _$901,000 $68,545 $68,545 . $68,545 •` UP REQUIREMENTS , - • Program Expenditures Community Services $0 $0 $0 $0 $0 $0 Nir Public Works 0 0 0 0 0 0 • Development Services 0 0 0 0 0• 0 Policy and Administration 0 0 0 0 0 0 '• General Government 0 0 0 0 0 0 • Total Expenditures $0 $0 $0 • $0 ' $0 . $0 Debt Service ' . $0 $0 $0 $0 $0 $0 . • Capital Improvements $0 $427,451 $901,000 $68,545 . $68,545 $68,545 Transfer out to other funds $0 $0 $0 $0 $0 $0 • Contingency • General Contingency $0 $0 $0 $0 $0 . . $0 ' 0 Designated Contingency 0 0 0 0 0 0 Total Contingency $0 $0 $0 $0 $0 . . $0 • 0 Total Budget $0 $427,451 $901,000 $68,545 . $68,545 $68,545 • Ending Fund Balance • Undesignated Fund Balance $0 $828,530 $0 $0 $0 $0 • Reserves for Future Requirements 0 0 0' 0 ' 0, 0 Total Ending Fund Balance $0 $828,530 $0 $0 $0 $0 • TOTAL REQUIREMENTS $0 $1,255,981 $901,000 - $68,545 $68,545 $68,545 • This fund was established to account for the construction costs for the 69th Ave. Local Improvement District. • • 0 0 • 0 • • • • 70 • • PROGRAM EXPENDITURE SUMMARY Program Budget Organization Organization Chart Expenditure Summary - By Program Operating Budget History Total Operating Budget rra '��, , �� -�11+ Zee'. A mamma City of Tigard, Oregon •!••••••••7• ••••••9••••••••••••••••••••••• 0 4 .w.„,, 7 1 P e� U ..................... ..:.::.:...::::::.:::::........ f= Y:�t70t�0:1::Aclo : tecil3tici.... t :::.:..::...:....:..:.:......:............................................................................................:............:::.:::::::::. ::::.:....::::.:::::::::....... • 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 Services /Community Events Parks and Grounds Public Works Sanitary Sewer Storm Water Street Maintenance Fleet Maintenance Property Management • Water Development Services Community Development Engineering Street Lights & Signals Policy & Administration City Administration Human Resources 0 Network Services Risk Management Finance Administrative Services Non - Departmental • City Attorney In addition to the five operating programs, Debt Service, Capital Improvements and Contingency 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 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. 71 • • • Y:.:.O 1:<.Atf eC! >Biad r✓ t:<:::::`:>:: >: €: ><: €:«: €: > €:<::::_: >: >::::> >::`:::>:>:::<<:>:»::>::>::>::>::>:< :::::: ><:: >::::;:<: »::: >< >:: >:; >::>::><:>:`:<:>:::>::>::::>:::>:;:: >:: >:;:: >:«:: >`<::::: >:: »<;:::: ar 111 <:tdt.Ic rt > >> > > >> <? ><<« >; <<; > > >> >> > > >. :::::::.:::..,:: Pr.:a�. r:.atr :::E�ucl et:a?r: t ➢xa. ion. �A . ................ • • Budget • Program # Dept # Description /Program /Dept Unit # 1000 Community Services • 1100 Police • Police Administration 1110 Operations 1120 Support Services 1130 • 1400 Library • Library Administration 1410 Readers' Services 1420 Technical Services 1430 Circulation 1440 1500 Social Services /Community Events 1500 1600 Parks & Grounds 1600 • • 2100 Public Works • 2100 Public Works Administration . 2110 Sanitary Sewer 2120 • Storm Sewer 2130 Street Maintenance 2140 Fleet Maintenance 2150 • Property Management 2160 Water 2170 S • 2200 Development Services • 2200 Community Development • • CD Administration . 2210 Building Inspection 2220 Current Planning 2230 • Long Range Planning 2240 • Engineering 2250 • Street Lights & Signals 2260 • • • • • • • • 72 • • .. :....::: ... Budget Program # Dept # Description /Program /Dept Unit # 3000 Policy & Administration 3100 City Administration Mayor & City Council 3110 City Management 3120 Human Resources 3130 Network Services 3140 Risk Management 3150 Visioning 3160 3200 Finance Finance 3210 Financial Operations 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 6270 Streets 6300 Grounds 6400 Underground Utility 6290 Water SDC 6270 Local Improvements 6500 Park Levy Improvements 6700 Water Capital Reserve 6270 7000 Contingency Operating 7100 73 S 0 Fl 2000 Q'l: A o`ted'Budgof::??' >:> > <: ! >' > << :< : ; :mm • : » < : ' :; ' :: ' . ' . >: ::: >: i`: « :: :::::::::: >::<:<:[:::::: >...... ` > :t re p : :: <:: <: :> : > #; :> > <:> : >::: >::: : » : > : :;::; j • ;; �a 0 4 :;i ? ;:<:on h r1€ >: < > »:> < ><=:> < <« > <> >?< »> > > : • • Citizens 5 if • . r Mayor & City e City Council 1 Attorney r • 0 City Manager L i lsi ' »: 0 Police ` °3 Library Pu blic Works - Community Engineering Cst Finance • ry Development , Administratio • 1 . : ,, , k1-,y 1 . ii'$t' `" 0 :-.r , T : f ; : �...-e .i.,, a::a II'lsa3a - '' 2,4—' ,." � »uil " ro it, :r= =.: • • Police Library Public Works CommunityDev. Engineering CltyAdmin. Finance Administration Administration Administration Administration Engineenng City Finance • Department Management Department • Police Library Public Works CommunityDev. Engineering CityAdmin. Finance • Operations Readers Services Sanitary Sewer Building Inspection Street Lights /Signals Mawr &Councilt Financial Operations • Police Library Community uni ly Dev. . ry Public Works CitvAdmin. Finance • Support Technical Services Storm Sewer Current Planning Human Resources Office Services Ili Services Library Public Works Comm unityDev. CityMmin. Finance • Circulation Water Long Range Risk Management Records Planning • Public Works CityAdmin. Finance • Street Network Services Municipal Court • Maintenance • Public Works • Fleet Maintenance S • Public Works Property ftmt. • Public Works Parks and Grounds • • • 0 0 74 0 F"Y QO '!'....M'a'.... .............. A .. Ada Community Services $6,967,342 $7,778,333 $8,580,771 $9,453,956 $9,538,146 $9,538,146 Public Works 4,983,291 5,902,278 8,116,285 7,817,767 7,856,620 7,856,620 Development Services 3,303,715 3,386,743 3,940,216 3,793,974 3,806,823 3,704,914 • Policy & Administration 2,493,670 2,875,665 3,384,680 3,652,281 3,659,374 3,659,374 General Government 425,439 344,372 287,618 50,000 50,000 50,000 • • Total Operating Budget $18,173,457 $20,287,391 $24,309,570 $24,767,978 $24,910,963 $24,809,054 Debt Service $2,171,542 $6,850,522 $4,108,620 $4,131,082 $4,131,082 $4,131,082 Capital Projects 8,509,439 5,845,814 20,008,760 13,553,816 13,545,026 13,545,026 • Transfers 0 0 0 560,000 776,500 776,500 Contingency /Reserves 0 0 1,750,000 3,943,950 4,254,671 4,254,671 Total Expenditures - by Program $28,854,438 $32,983,727 $50,176,950 $46,956,826 $47,618,242 $47,516,333 • • • • • • EXPENDITURE SUMMARY - BY PROGRAM FY 2000101 ADOPTED BUDGET Transfers • 1.63% • Contingency 8.95% Community Service • Capital Projects 20.07% 28.51 % • Public Works Debt Service 16.53% 8.69% Gen. Government 0.11% Development Services Policy & Administration 7.80% 7.70% • 75 • Fly:;:.:.::.:.;:... . ....Qty 9. .... ::: ::::::::::...;::. ::::::::::::::::::::::::g:.:l:.;-.;-.::<.:::: ::::::.g::.:.::::.;- .::::.:.: ::::::.ate:- y.... d:L?r . o� . ............................. • .....:............... .......:::..................:.. pera §040et sto < < < » > > < ` ' '' <> <' > >'' ` >:> > < > >':< <` <iiiimi `' • • • The operating budget represents appropriations for operations of the City. Personal Services, Materials and Services and Capital Outlay for each department are the major components of the operating budget. Debt Service, Capital Projects and • Contingency reserves are not included in each departmental operating budget. ! The history of the total operating budget by program component for the past five years is shown below. • '• • Operating Budget History :, • -; - • $25,000,000 - lk $20,000,000 r= -- ! Y . $15,000,000 - / .� i o • _ ; _ . • I $10,000,000 V — • - -V' - - _ /, ,- -V • $5,000,000 - ! $o " ' • 95/96 96/97 97/98 98/99 99/00 00/01 Fiscal Year • ® Community Services II Public Works ❑ Development Services • 0 Policy & Admin •General Gov't . • • Fiscal Community Public Development Policy & General • Year Total Services Works Services Admin Gov't • Actual 94/95 $14,375,626 $5,651,145 $4,080,487 $2,014,015 $388,954 $388,954 • Actual 95/96 $16,966,218 $6,533,078 $4,898,687 $2,385,211 $350,940 $350,940 10 Actual 96/97 $16,966,218 $6,533,078 $4,898,687 $2,385,211 $350,940 $350,940 • Actual 97/98 $18,173,457 $6,967,342 $4,983,291 $2,493,670 $425,439 $425,439 Actual 98/99 $20,287,391 $7,778,333 $5,902,278 $3,386,743 $2,875,665 $344,372 111/ Adopted 99/00 $24,309,570 $8,580,771 $8,116,285 $3,940,216 $3,384,680 $287,618 Adopted 00/01 $24,809,054 $9,538,146 $7,856,620 $3,704,914 $3,659,374 $50,000 • • • • • • • • • 76 • • :. ; : :A :. q... e;:'.'13u et: >: :: >: >::: >'.<: >:> >:> > :'::...::::: >........' : : : : : :' :: : : ::.'. >'. .. .: .>< :::: '.:::'. »'.:: >::'::: : : : : : ::.... '.:: ':' .: >.: > : : :::i' >: »<: »'. >:: >:'. '.:'.: : :::::: >::`:`.` ? ' > ''. >'.' >: : : : >'t >: i >.> ::'. >::: >`:; <' »: >'. >' >: >:::: : : :%,:> ::' .::..a : ga tti:Ore f n. < < »!> >>'> > > < :> r € < :: s < : >':;' ?:<:: >:::> a >> < > [> >< :«:; :; :; >: <:<: > >: >` >:Tbfal Ope ratin Bids: <::? > << :: ><> »` »:> >::< >> > >:: :::::> ` >:: > >:« >:: >: >: > ? > >'< > > ?:::':::: > ?> : 'a set€ > ::::: :APP OVe#� >:: < : : : : . ' • >:<:::>:: ::>::; > >: :: :::;:::>:::::;>:::>::;<:::>:<:::>::::>::::>;:::> �::;>::>::::»>:::>::>::::>::::>::>:::>::>::::>::>::::> ACi�l:>:::::::>:> ::> :: >:;4ctu31:<: ><: >:: > ::: >:Aitlo #e (1: >::: >:: »:...P . 11db t Personal Services Positions 227.66 241.52 252.20 254.25 255.38 252.88 Wages $8,657,654 $9,581,558 $10,876,243 $11,293,163 $11,384,792 $11,295,657 Overtime 257,640 289,144 302,235 360,349 363,667 363,667 Workers' Compensation 190,535 149,616 155,794 162,128 170,337 170,172 Payroll Taxes 753,387 813,962 941,724 981,380 989,282 983,905 Retirement 851,390 923,545 1,038,953 1,093,044 1,101,587 1,093,700 Group Insurance 745,801 921,244 1,120,719 1,283,555 1,300,688 1,301,275 Total Personal Services $11,456,407 $12,679,069 $14,435,668 $15,173,619 $15,310,355 $15,208,376 Materials.& Services Water Costs $2,094,245 $2,195,024 $3,275,100 $2,750,000 $2,750,000 $2,750,000 • Prof. & Contract Services 1,749,946 1,882,964 1,933,851 2,132,403 2,133,250 2,133,250 Repair & Maintenance 514,109 743,645 867,098 859,799 859,799 859,799 Special Dept. Expense 200,823 190,204 242,724 288,400 288,400 288,400 Small Tools & Equipment 0 9,015 0 110,423 110,423 110,423 • Office Supplies • 247,414 284,090 319,429 519,802 519,802 519,802 . Advertising & Publicity 74,078 88,547 139,065 152,688 152,688 152,688 Fees /Dues /Subscriptions 67,568 80,713 94,653 107,361 107,361 107,361 Travel & Training 132,057 146,714 260,601 247,319 252,720 252,790. Fuel Expenses 85,185 95,941 111,755 123,742 123,742 123,742 Computer Software 42,435 88,522 159,815 73,562 73,562 73,562 • Rents & Leas es 29,943 59,833 71,914 104,160 104,160 104,160 Utilities ' 497,672 483,168 626,752 565,275 565,275 565,275 Insurance 182,326 205,130 232,355 250,075 250,075 250,075 Library Materials 200,247 196,208 205,000 215,250 215,250 . 215,250 Total Materials & Services $6,118,048 $6,749,717 $8,540,112 $8,500,259 $8,506,507 $8,506,577 Capital Outlay Land & Improvements $46,826 $55,346 $36,500 $110,000 $110,000 $110,000 Building & Improvements 5,576 4,334 125,900 185,900 185,900 185,900 Vehicles 150,075 230,981 570,100 512,100 512,100 ' 512,100 Office Furniture & Equipment 56,350 101,674 106,945 8,500 8,500 8,500 Computer Equipment 186,825 192,253 127,935 26,400 26,400 26,400 Operation Equipment 153,350 274,018 366,410 251,200 251,200 251,200 Total Capital Outlay $599,002 $858,606 . $1,333,790 ' $1,094,100 $1,094,100 $1,094,100 Total Operating Budget $18,173,457 $20,287,392 $24,309,570 $24,767,978 $24,910,962 $24,809,053 • • 77 • • •••••••••••••••••••••••••••••••••••••••••••••• _ 4-- 1 O :n J „6 mill„ R s ;, F- e+ U Community Service Program Police Library Social Services and Community Events Parks and Grounds • • • • • C 116willit l 1 AAAfo tm>a . City of Tigard. Oregon • •••••••• •••••••••••••••••••••••••••• C .., a:4...i; , 4 .___ E R OI w O 0� r 0, U • i"' :..:...:.:.: 1 Adopted >3ud9 '..:.....:.;:.. ::..;::.... - Community • Services 1 Social Services) i parks and Police Library Community Events Grounds ................................................................. ............................... <Ac €ual<'' > <'i'Actual>?� >`' >A�t tad € ><F'ra e► s` od !�� > >; <`P€dv °'e'd< >> , D '.> >':: : :::: b :� t :;' is tf > > ":.;:;;;:.. 99. ........ :... 1'........... ��i}t31#k< <:: # Positions 100.66 105.02 111.20 • 114.00 114.83 114.83 Personal Services $5,436,535 $5,968,660 $6,635,027 $7,083,687 $7,168,476 $7,168,476 Materials & Services 1,229,309 1,416,532 1,519,520 1,923,469 1,922,870 1,922,870 Capital Outlay 301,498 393,141 '426,225 446,800 446,800 446,800 Total Comm. Service - by Category $6,967,342 $7,778,333 $8,580,772 $9,453,956. $9,538,146 $9,538,146 . Police $5,133,599 $5,575,641 $5,981,835 $6,627,004 $6,702,861 $6,702,861 • Library 1,322,451 1,498,545 .1,686,466 1,770,323 1,776,820 1,776,820 Social Services /Community Events 83,750 96,193 107,960 119,060 113,060 113,060 Parks and Grounds . 427,542 607,954 804,511 937,568 945,405 945,405, Total Comm. Service - by Department $6,967,342 $7,778,333 $8,580,772 $9,453,956 $9,538,146 $9,538,146 78 6 ••0 ••• 0 •••• 1• • •••••e••eeeeeeeee00e0e•+••••••• rg 0 - 2 OS tee , �.O..�dt� tetl.Dud et .........................................................................................:............................:........................... .:...:..:::........:........... ..................... Police • • Support Administration Operations Services . t., ........................................................... ............................... r ... .............................. ....... .....1.997l9:$?�........ 9 Al ............. 2#st3�1di1 >> # Positions 69.00 69.00 72.00 74.50 75.33 75.33 Personal Services $4,117,721 $4,395,580 $4,760,726 $5,089,617 $5,160,072 $5,160,072 • Materials & Services 775,679 897,360 934,494 1,272,787 1,278,189 1,278,189 Capital Outlay ' 240,199 282,701 286,615 264,600 264,600 264,600 Total Police - by Category $5,133,599 $5,575,641 $5,981,835 $6,627,004 $6,702,861 $6,702,861 . • • Police Administration $243,544 $263,966 $268,959 $305,060 $306,243 $306,243 Operations 3,333,060 3,204,907 3,428,916 4,021,909 4,026,456 4,026,456 " Support Services 1,556,995. 2,106,768 2,283,960 2,300,035 2,370,162 2,370,162 Total Police - by Department $5,133,599 $5,575,641 $5,981,835 $6,627,004 $6,702,861 $6,702,861 • • 79 • �� ~= J� �� • �~ �� ,� Program Results: 2000/01 Goals and Objectives: �� " 1. The AdminiahaUonD��ionprove�oand suppresses (1)Fonnu|�ou�o�g��anhn�eDopodmont. • crime by providing crime prevention material/programs to • multi-family dwellings and businesses. (2) Increase Neighborhood Watch participants. �� 2. The Adminiat��onDi�oiondecreases false alarms �� through alarm ordinance administration. (3) Increase Enhanced Security Properties locati �� ono� �~ 3. The � visibility w�houbata onointheno�h.uo�handwon end (4)Comp��rmiewnfhihng and hainingpmoeoo. • of the City. • 111 (5) Improve communications in the Department. �� PrognanmDescription: �~ �� )|mp�me�P��a� �� • (1) The Enhanced Safety Properties (ESP) is a 3-phase �� crime prevention pmgramthat makes mu|ti�ami|yunitu Program Highlights: ~~ less susceptible to crime. Budget impact iaP|O/CPOU �� me • and some materials. This past year the Department was able to reassign the (2) Police sub-stations are extremely beneficial for the Traffic Unit, start a major community policing project with police and the public, because offioomremain in the field the downtown merchants, and establish our firs �� Enhonued �� longer, and this provides quicker access to calls. Budget Safety Property (ESP). �� impact impa}000Um�edat$1.000.aooumingthodonaUonof �r space. Our Citizens Academy for the year is overbooked by 50%. ( We respond to approximately 100 alarms per month; We continue to add Neighborhood Watch areas and have �� about 00�� are false, reou|Ungina tremendous waste of increasing requests hnmthe public for informabon. �� resources. More tracking of problem areas of ordinance • enforcement will be emphasized. Budget impact minimal. We had 4 summer camps for D.A.R.E. graduates and an �� Revenue �nm�noocould inomaaemodouUy. Greatest overnight session for the student counselors and mentom. �~ savings is in officers' time and availability. ( Our PIO/CPO presents numerpus crime prevention We established our own landlord training group that meets related programs that are educational and crime monthly. • preventive in nature. An emphasis will be on adding 6 .111 additional sessions VVn have added o police nub-otuUonat the VVoohington � Square MoU and the Tigard High School. • �� 1SSS/]OAcoonnp|ishnmmnts: Recently �� project �� (1)ThoTra�oE�onmmontUnitwmnimp|emontod. `" ' Association meetings. This assignment also addresses • someo|ementointheCnunoi|'oGoa|#3 � (2)Ramoda|ingofthaDopodmontoffioonhauboon �� completed. �� Elements of the Public Safety Section in the Visioning �� (3>Buo�n0000umeyhaobeenoomp|nh*d� pn�e/�amalso addeooedv�dhthe ESPPmghumand the • �� haffioo�onmmontissues idon��odin the �affioand �~ (4) Close working relationship with housing code transportation section. • enforcement. • 411 �� - �� "� �� ,� �� `� �� `� �� "� �� ~ • �� ,� 80 • `~ • :.......:...:............ • Performance Measurements • 1997/98 1998/99 1999/00 2000/01 - • - Part I & II Reported Crimes 4,989 5,188 5,400 5,514 • ' Population 36,680 37,200 37,760 39,672. • Calls for service /assistance 26,986 - 30,293 34,212 38,212 • Number of False Alarms 1,500 1,425 • Full Time Equivalent Positions • 1997/98 1998/99 '1999/00 2000/01 • Chief of Police 1.00 1.00 1.00 1.00 Confidential Executive Assistant 1.00 . 1.00 1.00 1.00 Public Information /Crime Prevention Officer 1.00 1.00 1.00 • 1.00 Total Positions 3.00 3.00 3.00 3.00 • Service Level Standards Description Part I & II Crime Increase Total Calls for Service Increase . Reported Accidents 'Increase 81 • 0 I~'?tl(3f3':`pMt,0 .................:.................. ........................................................................................................................ ............................... r ..............,........ .,.. „......., G .. „.. ...Qf...� ...................................................................... ............................... Ri3 ie' ;:A ir i... 0ti... :: .<<:iIii:::« ::: : :::>:::>:::>:::>:::>i!iii:>` iiii :: >::<:<:<:`:::; :>:<::<:>:: >: :; :;:: ?:::::<:: ii ii iiii: >: €.:.. ....:00 #. . U.... :::::::::::::,:::i.:::::::::::::::::::14:1 a • :::::�:.. �.:.: dm..::: qtr..::. �s� :.:::::.:......:.::.. .:...: :....... :; ..:.::::::::.::::::::::.:::::.:::...::::::.:. �. :::::::::.:::. :::::::::.:::::::.: :: ::::...:.. e ' » '� � to ... Personal Services 0 Positions 3.00 3.00 3.00 3.00 3.00 3.00' •_ 0. Wages $146,052 $158,273 $158,029 $165,283 $166,254 $166,254 ' • Overtime 8,755 9,494 9,000. 9,000 9,000 9,000 Worker's Compensation 4,637 5,436 3,297 3,440 , 3,442 3,442 • Payroll Taxes 12,293 13,089 13,420 14,190 14,272 14,272 • Retirement 15,929 17,018 16,653 17,083 .17,190 17,190 . Group Insurance 12,623 15,070 18,550 19,397 19,418 19,418 • Total Personal Services $200,289 $218,380 $218,949 $228,393 , $229,576 $229,576 • Materials & Services 411' Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 664 21,028 26,000 25,000 25,000 25,000 Repair & Maintenance 847 654 1,000 1,000 1,000 1,000 . • Special Dept. Expense 4,453 4,056 4,000 31,857 31,857 31,857 Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 3,574 4,925 3,000 3,500 3,500 3,500 Advertising & 0 0 0 0 0 0 0 Fees /Dues /Subscriptions 858 611 730 730 730 730 . Travel & Training 5,796 4,984 7,200 6,000 6,000 6,000 Fuel Expenses 2,051 2,618 3,500 3,800 3,800 3,800 • Computer Software 0 0 0' 0 0 . . 0 a Rents & Leases 0 0 1,500 1,500 1,500 1,500 Utilities 266 332 580 580 580 580 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $18,509 $39,208 $47,510 $73,967 $73,967 $73,967 , • • Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 • Building & Improvements 0 2,732 0 0 0 0 • Vehicles 21,490 0 0 0 0 0 i Office Furniture & Equipment 2,947 1,301 0 2;700 2,700 2,700 Computer Equipment 309 2,345 0 0 0 0 ' Operation Equipment 0 0 2,500 0 0 0 • Total Capital Outlay $24,746 $6,378 $2,500 $2,700 $2,700 - $2;700 • • Total Budget Unit $243,544 $263,966 $268,959 $305,060 $306,243 $306,243 • • • • • 82 • Program Results: 2000/01 Goals and Objectives: • The Operations Division of the Police Department solves Maintain responses to emergency calls under 4 minutes community problems and forms community partnerships. and establish patrol case clearance statistics. The'Operations Division provides rapid responses to priority I calls. Continue with implementation of Problem The Operations Division prevents, deters, and suppresses Solving /Community Policing. crime. Target Crime and Traffic specific problems in the • Program Description: community and deploy resources to solve the targeted • problems, taking into'consideration all community . The Operations Division consists of 3 shifts operating 24 resources. • hours a day. The Division is the first responder to calls for service and emergencies. In addition, the Division is Target and suppress gang activity/crime through • responsible for investigating misdemeanor and class C enforcement, education, and community involvement. felony crimes. Each shift is managed by a lieutenant who is assisted by 2 sergeants. The day shift also has a Continue making requests from crime /utility watch groups • sergeant assigned to identify, address, and coordinate a high priority. response to traffic•problems.and accidents. This sergeant • is in charge of the motorcycle officers and afternoon shift Refer Juvenile offenders to the Tigard Peer Court. . traffic car. The lieutenants are responsible to r the • . Operations Captain, who is responsible to the Chief of Program Highlights: Police for overall operations of the Division. This proposal will include positions. provided for in the last 1999/00 Accomplishments : tax base approved by voters (pre - Measure 50), as well as add staff for increased workload with the annexation of the . Walnut Island. This will enable the Department to maintain • (1) Maintained a 3.39 minute response time to priority I an acceptable level of case load per officer. It also calls. includes .5 FTE for working the Photo Radar program. (2) Continued forming partnerships with the community to • . solve problems. Regional development has caused significant growth in (3) Targeted crime and traffic specific problems and daytime populations within the City of Tigard. The average suppressed criminal activity. daytime population at Washington Square is over 50,000, (4) Targeted gang specific problems with tactical thus creating a service daytime population for the Police , deployment at Washington Square and other gang areas. Department of over 86,670, plus all the other regional (5) Maintained a quick response to Crime Watch groups as retail growth (Costco and the Dartmouth area). This a high priority. growth also causes significant traffic volume increases for (6) Operations Division referred 95 juvenile offenders to the Department to deal with. Tigard Peer Court. The proposal includes sustainment training for Emergency Vehicle Operations which will help reduce the City's liability resulting from emergency response driving. • The Proposed budget also includes funds for replacing two K -9's. The dogs would be purchased from a police K- t 9 breeder /trainer, which will reduce training time for the officer and reduce the risk of loss, if the dog has medical or training problems that affect performance. Funds were budgeted for replacement of two of these dogs last year, • but due to lack of language to protect the City from FLSA claims, the dogs were not purchased. This requires the . purchase of two dogs this year to reinstitute the K -9 program. • 83 • • `1 ' >2 Qp- t11<4rrf� ec �t' et><'> ?<€>:'>€>>€':>::»>>'><>>>>>:[:>>!>>> ?>_'':'':><<»<<'<> > > > > >:<: > > >isi >« > >< > > >_ >::< < > >: Stitt§6.ttliiitM1420.:i 410 • Performance Measurements 1997/98 1998/99 1999/00 2000/01 Part I & Part II Offenses 4,989 5,188 5,400 5,514 • • Calls for Service /and activities* 26,986 30,293 34,212 38,212 • • Population Served 36,680 36,684 37,670 • 39,672 Calls per Officer • 704 815 796 840 • • ( *) NOTE: This does not include citations, warning, and FCR cards. The calls for service data is from the CAD (Computer • Aided Dispatch System). Calls per Officer includes Lts., Sgts. and CSO in calculation. • . • Full Time Equivalent Positions • • 1997/98 1998/99 1999/00 2000/01 Captain 1.00 1.00 1.00 1.00 • Lieutenant 3.00 3.00 3.00 3.00 • Sergeant 6.00 7.00 7.00 7.00 Police Officers 32.00 30.00 31.00 32.50 • Community Service Officers 2.00 2.00 2.00 3.00 • MicroComputer Technician 1.00 1.00 0.00 0.00 Total Positions 45.00 44.00 44.00 . 46.50 • • • Service Level Standards • • • Response Times: • Emergency Calls for Service 4 minutes Calls per Officer (goal) 800 • • Accident Rate Hold to a 5% increase • • • • • • • 84 • >Actu t : :: >?:Actual ? >'» Ad > px.g -ci < Pro os l>:< «:Ap`rov ? <' Aj opte :.:;;.;.:.:.;:.;:.:.;:.;;:.;:.;:.;:.;:.:.;:.;:.;:.;;:.;:.;:.;;:.:.;;:.:.;:.;;:.:.> :.;:.;;:.;:. ctt�a . ..... .. . . ...... ...... o ect....... ado ec1.. . . 97:9 , < > 98/99 > ...... 0: » 2000/0'E > <> < 200010 ` .. 2 : :<:«« �><»:>:>::>:><:;:: 17e` s�i' 7:° ti�rrx:::>::::: : >:: >:<:<: »::: >::<:: €:::: >::.19 .71 .8 .............15 8...............'€5 .9l .4............ 'Personal Services $ Positions 45.00 44.00 44.00 46.50 46.50 46.50 . Wages $2,146,572 $1,992,899 . $2,134,334 $2,323,139 $2,326,797 $2,326,796 Overtime 149,033 157,316 176,400 214,732 214,732 214,732 Worker's Compensation 91,874 58,692 56,996 63,594 63,689 63,689 • . . Payroll Taxes 194,311 ' 180,108 195,073 214,890 215,164 215,164 Retirement 211,758 204,321 183,170 204,715 205,117 205,117 . . Group Insurance 152,809 165,295 199,952 232,206 232,324 232,324 • Total Personal Services $2,946,357 $2,758,631 $2,945,925 $3,253,276 $3,257,823 $3,257,823 Materials & Services Water Costs ' $0 $0 $0 $0 $0 $0 Prof. & Contract Services 49,133 23,955 32,700 253,630 253,630 253,630 Repair & Maintenance 53,155 87,001 76,310 93,650 93,650 93,650 • 'Special Dept. Expense 80,104 70,560 75,985 91,198 91,198 91,198 - Small Tools & Equipment 0 0 0 15,280 15,280 , 15,280 Office Supplies 10,534 12,067 9,400 8,100 8,100 8,100 ' Advertising & Publicity 1,430 609 2,000. 2,000 2,000 2,000 Fees /Dues /Subscriptions 300 1,194 2,080 2,080 2,080 2,080 Travel & Training 17,771 18,333 34,450 36,250 36,250 ,36,250 Fuel Expenses 37,040 40,471 42,500 46,920 46,920 46,920 ' Computer Software 0 2,426 0 0 0 0 Rents & Leases 54 0 0 0 0 0 Utilities 8,816 11,910 14,000 14,000 14,000. 14,000 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0' 0 0 r 0 • Total Materials &,Services $258,337 $268,526 $289,425 $563,108 $563,108 $563,108 Capital Outlay ' • Land & Improvements $0 .$0 ' $0 $0 $0 $0 . Building & Improvements 0 0 0 0 0 0 • Vehicles 82,256 123,393 130,500 133,725 133,725 133,725 . 'Office Furniture & Equipment 1,428 10,509 6,000 0 0 0 Computer Equipment . 0 4,683 0 0 0 0 , Operation Equipment 44,682 39,165 57,065 71,800 71,800 71,800 . Total Capital Outlay $128,366 $177,750 $193,565 $205,525 $205,525 $205,525 Total Budget Unit $ 3,333;060 $ 3,204,907 $ 3,428,915 $ 4,021,909 $ 4,026,456 $ 4,026,456 85 • • • Pol >5u' o' >c > >' <` >< ' >> > > >< ... . > . ' >> .... >? ><<'': » >' >.... et. Program Results: 1999/00 Accomplishments: a. 1. Timely and thorough follow -up of criminal investigations. DETECTIVES: • 2. Timely and accurate records entry, filing and retrieval. 1. Successfully investigated and cleared by arrest a 5 year 3. Timely and accurate processing of training requests old homicide as well as a homicide that occurred this year, • and training records plus cleared numerous Robberies and several Rape • 4. Timely and effective response to request for computer cases. assistance, statistical reports, and database management 2. Facilitated the clean -up of a local apartment complex • that was a source'of significant drug and disturbance • Program Description: problems. 3. Developed intelligence on gang related crime and • activity. Support Services Division consists of the Records Unit, 4. Maintained high levels on clearance rates of serious • Detectives Unit, Computer Specialist and Training. A crimes and recovery of property while dealing with an ever • police captain is the Support Services Commander. increasing workload and limited resources. The Detective Unit is responsible for investigating all 5. Coordinated efforts with surrounding jurisdictions for • serious (A and B felonies), and investigations of narcotics overall crime control efforts in our community. • and gang - related activity, as well as coordinating 6. Continued the SRO program in the school, which includes the DARE and GREAT programs. Also continued • investigations with other jurisdictions pertinent to the City the PEER Court program. of Tigard. School Resource Officers (SRO) are • responsible for gang intelligence, and criminal RECORDS UNIT: • investigations that arise with the Tigard School District. 1. Records SOP manual is in place and an on going The DARE & GREAT programs are aimed at helping • young people resist substance abuse and gang activity. process. Coordinate PEER Court. 2. Leds update training for all Clerks has been • accomplished. • The Records Unit maintains Department records and is 3. PPDS update for all Clerks has been accomplished. responsible for processing all records requests from 4. Report data entry is being completed within 3 -4 days. • 5. Completed records information books for workstations. department personnel, outside agencies, other • jurisdictions, and the public: TRAINING: • The training unit facilitated 7,122 hours of training during • Training Officer is responsible for all training in the Police calendar year 1999. Training requests were processed in Department. The training unit coordinates training from a timely manner, with detailed attention paid to the cost of • • outside sources, as well as provides in- service training for training and opportunities to reduce that cost. Mandatory Police personnel. training was coordinated with the watch commanders to • insure that all employees received the required training. The Computer Specialist provides support to employees by Effective training management reduced liability cost and • trouble shooting software problems, developing computer • based training, developing databases to assist with daily exposure. operations, conducting research from automated records, COMPUTER SPECIALIST: • and preparing statistical reports from the data. Developed a database that provides access to calls for S service information for multiple years. This information ' provides officers with historic data related to suspects and vehicles. • • • • • • S S S 86 lr '•:1: � ?Lio�.. .. ��[1 '�l�'� .d•`:4:!�SA�Y. �� S .V:::::i::�i:: :.�::::!:�:vi: :::::::':: ii: ::{ ::::: ii!: �::: i:;!: i:(::::::: iY:: i:::<: �' j:: j::.: i:"?: �: �:<:: i:::::: j:::: y:::::: i:: i:: i:C:!:::::::: i::; �}!'':: �: i j:S:::i;i:: ?::`::i>::i::: :::�:::i::::::::i:: ' ::: is i��•:'•. •. • . � �.:. iii: ?iiii: i�: ^: ^'.iii;:: n::v:: :::::::::�:::::i� :::i:•:::: i::.: i.::.::::: i::::: i:::::: i:::::: i::::?:::::::::. ii:::: i:: i:: i:::::: i:::::::: is�:::: i:::::::: i:::::::: i:::::::::: i:::::: ii':::: i:::: ::::i::::::::i:::i:::"- .::�::�: _ : iiiiiiiiiii} i:::: i:: i:%:: i:<::: iiii:'< �:::<: iiiii>iiiii::iiiiiiiiiiiii::ii Y iiiiiiiii $:Ciiiiiiiii :......... .. ... ��... .� �u y Q1t. ..CSC`. �3. 1................................................................. ............................... 2000/01 Goals and Objectives: COMPUTER SPECIALIST: DETECTIVE UNIT: Maintain department databases to insure reliability. Continue enforcement and investigation emphasis on Gang and Drug related criminal activity. . Develop computer training program for Department employees. Focus on Person Crimes: Homicide, Assault, Rape, Robbery, and Child Abuse. Develop process to map calls for service and reported criminal activity. Prioritize investigations in crimes directed towards the elderly. Program Highlights: Maintain high levels of clearance rates of crimes and Support Services enhances apprehension and prosecution . recovered property. of offenders through crime analysis, follow -up investigations, evidence control, and effective records -_ RECORDS UNIT: retention and retrieval. It insures that the workforce is properly trained and that work processes are automated Update and maintain standard operating procedures and streamlined as much as possible. manual for the Records Section. Maintain the PPDS entry timeliness. Insure State records retention schedule rules are complied with. Provide LEDS update training for Records Personnel. Receive.'additional computer training in Microsoft Word, - Excel, and other software programs. TRAINING: Program and coordinate the in- service mandatory training program. Draft biweekly briefing training Bulletins Conduct Career Development Training to prepare Department Personnel for the future. Design specialized training for specific work groups. • Conduct training needs assessment Department wide to reduce liability, and improve Officer Safety. 87 • • 'Purl: ice< S u`:::<: ort5eces> I : 1 ' >>'> [ > >`< > > > 1:: > > >' ><;< >< > > >«?`'!»> {?!gad >:::<et >: i >i: >'': 0 Performance Measurements • Workload Measures: 1997/98 1998/99 1999/00 2000/01 • Part I & Part II Reported Crimes 4,989 5,188 5,400 5,514 Cases Assigned Investigation 213 421 425 ' 500 • • Cases Per Investigator 85 53 80 100 • # of Police Reports Processed N/A N/A N/A TBD • • # of Computer Assistance Requests Processed N/A N/A N/A TBD • # of Training Request Processed N/A N/A N/A TBD • • • Full Time Equivalent Positions S 1997/98 1998/99 1999/00 2000/01 • Police Captain 1.00 1.00 1.00 1.00 Lieutenant 1.00 1.00 • 1.00 1.00 •- Sergeant 1.00 1.00 1.00 1.00 • Police Records Supervisor 1.00 1.00 1.00 1.00 • . Records Specialist 5.00 5.00 6.00 6.00 Property /Evidence Clerk 1.00 1.00 1.00 1.00 0 MicroCompputer Support Technician 0.00 0.00 1.00 1.00 • Detective Secretary 1.00 1.00 1.00 1.00 • • Police Officers 9.00 10.00 11.00 11.83 Community Services Officer 1.00 1.00 1.00 - 1.00 • Total Positions 21.00 22.00 . 25.00 25.83 • • 0 Service Level Standards . Report processing time - 2 work days 0 Clearance rate - No decrease in number of cases cleared (Goal) Assigned cases per investigator - Maintain 100 /Ofc. • • 88 0 F :Y. :2OUP.� 1.;'..:Att f tee# :#0:1 %.:;M::::<:::1::>: <: >:: >::: >:: >:<:::: < : : : : :: : : ::: <: : <:<?: > ; : :: :i i:::::::>:0::::><:::>:: [<:<::: >:::<:<::: >:::<: : > €z::<: ::: :: :::ig :> >: >: ::: :: > ::: >:::> <::::::: ::<::<:: : : : : : : >:: >:: >::>: :::::: .....::> : :: ...................... 1:: :: »:::: » >:: »:: >:: i:::: :: ::11:: >:: ::;:: >::;:<::: >::; ::iii : : : :1 ::: »:: ::; ::::: : :: :: : <::.Ci: y Gf::Ti arti'°i::Or . 0.4::: : :: :li :>_inii:::>::: :>:::: >:::: >:::: >:::: >:<: >iiiii ::> ::::s:<::z::: »:: »:::: »: :::> ::: >:>iiii$ . ::::::` <::: >::::: <:::::; ::: ? PkiIide:Sia '.: rk> Seras:>:>:::>:<::>>::»::>::::> :::: >::: » >:::: >:<:::<::: >::>. 1430 :. :............ > : 0t06 ::! : ::: :::': Ad ;: >` : > d PC'` b `' iI >> > ' > Ap ::>: rb eKi:'> r: < > :: zpt d :. . tti >:. . foal...... . . . . b t�(! Act . fed... >::;: ::<:> :: » :: :: >:: >:: >:: >: :::<:a�es.n ... wn ..................... ............. 9�.... 98 .........�199819;�.........'19 .10U.............. .D�Qt# �' i:::'::::>::::><;:::. �.. Q. . #4�.................20Q . .#1f0:1 .... Personal Services Positions 21.00 22.00 . 25.00 25.00 25.83 25.83 Wages $723,816 $1,051,008 $1,190,382 $1,189,627 $1,235,563 $1,235,563 Overtime 36,282 57,049 ' 60,749 66,717 70,035 70,035 Worker's Compensation 19,485 19,654 24,010 22,586 23,840 23,840 Payroll Taxes 63,641 91,025 106,910 105,555 109,625 109,625 Retirement 71,030 106,962 97,339 98,654 102,173 • 102,173 . Group Insurance 56,821 92,871 - 116,461 124,809 131,437 131,437 • .. Tot Personal Services $971,075 $1,418,569 $1,595,851 $1,607,948 ' $1;672,673 $1,672,673 Materials & Services ' Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 405,976 463,880 445,224 447,839 447,839 447,839 Repair & Maintenance 5,217 1 1,234 . 17,950 17,830 17,830 17,830 ' . Special Dept; Expense 19,924 32,550 41,750 43,016 43,016 43,016 . Small Tools & Equipment 0 0 0 10,928 10,928 10,928 . Office Supplies 32,453 30,766 32,910 33,730 33,730 33,730. Advertising & Publicity 2,784 2,203 2,500 2,563 2,563 .2,563 Fees /Dues /Subscriptions 831 742 1,140 1,155 1,155 1,155 . Travel & Training 12,656 13,897 14,879 . 28,144 33,545 33,545 Fuel Expenses 5,323 7,339 7,500 9,936 9,936 9,936 ' Computer Software 407 100 0 0 0 0 • • • Rents & Leases 11,409 22,100 29,070 . 35,820 35,820 35,820 Utilities 1,853 4,815 . 4,636 4,752 4,752 4,752 Insurance 0 0 0 0 0 0 ., Library Materials 0 0 0 0 0 0 • Total Materials & Services $498,833 $589,626 $597;559 $635,712 $641,114 $641,114 ' Capital Outlay . Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 Vehicles 17,750 0 _ 55,000 56,375 56,375 56,375 Office Furniture & Equipment 15,945 24,014 0 . . 0 0 0 ' . Computer Equipment 37 27,122 • 0 0 0 0 Operation Equipment 15,949 47,437 35,550 0 0 0 Total Capital Outlay $87,087 ' $98,573 $90,550 . $56,375 $56,375 $56,375 ' Total Budget Unit $1,556,995 $2,106,768 $2,283,960 ' $2,300,035 $2,370,162 $2,370,162 . 89 . ••••••••••••••• ••••••••••••••••••••••••••••••• 41--•■• 0 '�r; L a N C I 0 o . I✓�!....t?Q�.:t��:�do.��ti ; dud �� ::.:.:::::::: ::::.� :::::::::::.::::::::::::::::::::::::::::::::::::::::::::::::::::::..:::::::::.:.:.::::::.:..::::::::::::.:::::::::.::::::::: :::............................ Library Technical Administratio Readers Circulation Services Services 6. - ; °. -' ,mss- 'L .04 3 . 98l s 9>::<: :::: >.9s9rao= <:::;:::: > <:::::> 200010'1:>::::>::>: <::::::2aafxl��:::«::<:<::::::2 .:< <: # Positions 25.16 27.52 29.70 30.00 30.00 30.00 Personal Services $1,012,450 $1,192,524 $1,354,485 $1,440,249 $1,446,746 $1,446,746 Materials & Services 277,913 267,267 315,086 330,074 330,074 330,074 • Capital Outlay 32,088 38,754 16,895 0 0 0 Total Library - by Category $1,322,451 $1,498,545 $1,686,466 $1,770,323 $1;776,820 $1,776,820 Library Administration $200,147 • $177,573 $206,824 $203,100 $203,109 $203,109 Readers' Services 568,125 - 665,475 719,348 • 753,993 754,074 754,074 Technical Services 189,303 268,192 311,024 332,064 334,633 334,633 Circulation 364,876 387,305 449,270 481,166 485,004 485,004 Total Library - by Department $1,322,451 $1,498,545 $1,686,466' $1,770,323 $1,776,820 $1,776,820 90 • • • Lib .arrr... .tri . .. ............................... .... � Program Results: Sponsored the 5th Annual Adult Reading Program with 244 adults participating in the six -week program celebrating, reading, books and The Library meets the information, education and cultural needs their authors. Five published authors spoke at the reading program • of the community. gala under the auspices of a Live at the Library grant from the The Library has adequate space and funding for programs and American Library Association. • services. The Tigard community has a high degree of awareness of Library programs and services. 2000/01 Goals and Objectives: • Internal and external customers receive accurate and timely • service. Proceed with efforts to gain more space for the library. • Program Description: Establish a Library Foundation that will raise monies to supplement the • current tax base funding mechanism. The Tigard Public Library acquires, organizes and provides • customer assistance in accessing materials, data and services to Actively promote the Library's programs and services through print meet the informational, educational and recreational needs of the and electronic media. • community. The Library Director reports to the City Manager and • is responsible for overseeing the operations of the Library, Increase information regarding volunteer recruiting, training, including the Circulation, Readers Services and Technical placement and productivity in a wide range of service positions. • Services functions. In addition, the Library Director also directly supervises the Monitor contributions to a volunteer programs from the perspective of • Volunteer Coordinator and the Senior Administrative Specialist. staff and volunteers. • 1999/00 Accomplishments: Promote the Library as a place, where Ti -area citizens can • contribute to their community in a meaningful way. • Laid groundwork for easing Library's space needs through • • expansion or construction of a new Library. Selected architect to • assist in preparations for new Library facility. Program Highlights: • Completed citizen involvement phase of Long Range Strategic The Library will continue to provide the high level of service the public • Planning Process for the Library. The plan provides direction for the Library for the next five years, based on community and staff has come to expect, despite the obstacles presented by overcrowded • input. conditions. While space constraints limit the current scope of our programs and services, our goal will be to maintain prompt,'efficient Worked with other libraries in the County to continue and courteous service for both internal and external customers. implementation and upgrading of the Library's automated public • At the same time, Library staff will proceed with planning for a new access catalog. Library building by anticipating what services will be most useful to the • Provided guidance to the Library Board for establishing a Library public in the decade ahead. Active promotion of current Library • Foundation to assist in the ongoing fundraising efforts that will services, discussions with citizens to determine their wants and needs benefit future Library programs, services and facilities. and exploration of trends in library services will help us create a library • for Tigard's future. • Additional resources will be devoted to our successful volunteer • • program to assist the Library in meeting its service goals. Volunteering at the Library is an opportunity for citizens to contribute to • their community in a meaningful way. We will continue to look for new and creative opportunities for volunteers. • • • • • • • • • • 91 • • • Performance Measurements • Workload Measures: 1997/98 1998/99 1999/00 2000/01 • • Population served, 48,977 49,043 50,220 51,245 Registered Library users 37,052 36,427 ** 37,665 38,908 % of population registered 76.0% 74.0% 75.0% 76.0% . • • Annual visits 257,553 245,165 232,000 240,120 Volunteer hours 12,021 10,911 12,000 12,750 Value of volunteer hours $121,412 $113,256 $127,680„ $139,051 The Library serves a population larger than just the City of Tigard ** Every three years the database is purged of inactive cards. Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 Library Director • 1.00 1.00 1.00 • 1.00 • Volunteer Coordinator 0.25 0.38 0.50 0.70 Senior Administrative Specialist 1.00 1.00 1.00 1.00 • MicroComputer Support Technician 0.00 0.00 0.00 0.00' • Total Positions 2.25 2.38 2.50 2.70 • • Service Level Standards • Library customers will be satisfied with the level of personal service received 95 percent of the time. Library customers will be satisfied with their overall experience in the library 90 percent of the time. Library customers will find specific information or materials they need 85 percent of the time. Library will maintain OLA standards for open hours of 65 hours per week. • • • • 92 • • • • 0:0to ard Oie » » < > : :[ >: :: :: > >: > :: <: > > >> > : : !; > <: : 0 get� rts . .!i :<'�'$�d .f.Jn tiiTia :::<: i��ii�rriis# ratiQn::::::::::::::>::>::>::::>:<:::::>: :: >:e >:::::: >:: >:: »:<::::...... ..:...:...:..:.:: ..340 itt ; `: ::`` ' .::`. igit:: : :: € : <PetiO t'- : > p Dyed: >: i :Ad tat : >:: >:: >:: >: :: » » >:; >:: > » >::: :>:::;:>:::;:;:: ::: >:: >:: >:: >:: >:::<: »:: >:: >;. g >: »: >4 : >::: ....8g91p0::: >:: >:::::<:.... A. 1fl7 ...........2A ................A#f0 0'# Personal Services • - Positions 2.25 2.38 2.50 2.70 2.70 2.70 • • Wages $107,254 $114,759 $122,533 $123,145 $123,145 $123,145 Overtime 0 0 0 0- ' 0 0 Worker's Compensation 642 432 250 331 331 331 Payroll Taxes 9,179 9,517 10,376 10,430 10,430 10;430 • Retirement 7,164 10,470 12,950 12,978 12,978 12,978 Group Insurance 5,937 7,690 9,205 11,738 11,747 , 11,747 • Total Personal Services $130,176 $142,868 $155,314 $158,622 $158,631 •$158,631 • • Materials &Services • Water Costs $0 $0 $0 $0 $0 $0 41 Prof. & Contract Services 2,194 1,099 540 500 500 500 • . Repair & Maintenance 6,019 3,059 8,905 7,510 7,510 7,510 Special Dept. Expense 7,910 1,910 2,270 3,402 3,402 3,402 0 Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 19,734 15,159 26,900 24,625 24,625 24,625 Advertising & Publicity 3,531 1,198 2,800 2,870 2,870 2,870 ' 0 ' Fees /Dues /Subscriptions 1,529 2,317 2,405 2,159 2,159 2,159 • Travel & Training 1,300 2,206 .3,500 3,412 3,412 3,412 Fuel Expenses 0 0 0 - 0 0 0 Computer Software 740 0 0 0. 0 . 0 • Rents & Leases 59 0 0 0 0 0 Utilities ' 20 73 0 0 0 0 40 Insurance 0 0 40 0 0 0 . Library Materials 23 22 0 0 ' 0 0 • Total Materials & Services $43,059 $27,043 $47,360 $44,478 $44,478 $44,478 • • Capital Outlay 1 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 2,578 4,150 0 0 0 • Computer Equipment 26,912 5,084 0 0 0 - 0 Operation Equipment 0 0 0 0 0 0 • • Total Capital Outlay $26,912 $7,662 $4,150 $0 $0 $0 • • ' Total Budget Unit $200,147 $177,573 $206,824 $203,100 $203,109 $203,109 • • • 41 I 41 93 • • < g.o.g lii6. "` §0:0 :0 00iiii: ?1:<i >:f<i::> [ >i `ii >[< <<:> >.:.. i:i i<:?[i:::: >'ii:i :'i: > ? > > >:?:::: >: >:'::> ??> >i >z?:z:»< _ >; < >> ii >:> >: € >: : : :6:':f >= ' `::`t'` of Ttg rd <Ore:gon < > > <> > »: < > > > ' > < < > > => ' « < < ' ` • < [;:;>''<<`>»s is>»;# i'> f>««>?»: >< >>> < its "::': >: >'::::: >:: > >:_;; >::::;; , < :::<: <::«<::>:>:>::>:;:>: >:«: >: >;::< >: >: ><: :: >:::: Libr:: 6:...> F�eader�:::> $arv...e. .::::.::.:::::::.:::::.....:.;;:.;:.:. ::.:.:.:<.:.:. >.. ....................... • Program Results: 2000/01 Goals and Objectives: . • The Tigard community will have access to a variety of Provide professional Reference Service to all patrons , services that•address the following needs: seeking information and materials. • . Lifelong Learning: self- directed personal growth and . development opportunities. Provide services and resources that accommodate the . Information Literacy: skills related to finding, evaluating, changing information seeking behavior of'our patrons. • and using information effectively. ' General Information: information and answers to questions Provide instructional support for skills related to finding, ' on a broad array of topics related to work, school and evaluating, and using information effectively. personal life. . . Current Topics and Titles: popular cultural and social Provide programming to patrons that support their interests trends and satisfying recreational experiences. on a broad array of topics and provides satisfying recreational experiences. Program Description: Begin to balance Adult and Juvenile non - fiction collections to adequately cover all subject areas. 0 • ' ' Readers Services is responsible for selecting and • managing all Library materials, providing professional Program Highlights: assistance using the Library collection and electronic • resources, accessing additional resources through interlibrary loan, and programming to enhance lifelong Collection Development: O learning and recreational experiences. Continue to assess the collection, especially areas not previously assessed in 1999 -2000, and identify areas of ' 0 weakness for future development. Identify and serve new populations, such as foreign language speakers and the 1999/00 Accomplishments: elderly, through the purchase of foreign language materials, ' . . • O . . described videos, books on tape, and large print books. , . Increased availability of electronic reference through Continue to serve patrons through Interlibrary Loan, when Internet access; continued to train librarians and the. public our collections are notable to meet their needs. . in Internet use. Youth Services . Continued to promote the Homework Center and worked to Tigard Library youth services staff members will strive to O establish closer ties between Tigard Public Library and the provide excellent programs for youth, with.an increased needs of school children in our area. effort to. reach adolescents in our area. Story times, hired • O ' performers, movie nights and the Homework Center are. Provided instructional support to our Library users in our some of the programs that the Library will continue to offer new on -line catalog. , to children and young adults. . Explored community interest in adult workshops and Adult Services • classes, as well as literary programs, providing a moderate Continue to offer specialized programming to meet adult • . level of adult programming. - interests in investing, home buying and financial planning. • . . Adult services staff will also continue to offer popular . • Made' children's area more accessible to patrons by events such as the monthly book discussion group, "Meet 0 relabeling the picture book collection, adding non -skid tape the Author" evenings, and the adult reading program. . to shelves, and reorganizing several of the collections. . Reference Services O Responded to community requests for parenting classes Reference Services staff will continue to provide coverage , on topics such•as Internet use, family communication, and at the Reference Desk to meet public service needs. 0 • youth violence prevention. Electronic resources will continue to evolve in order to • •0 improve public access to the Internet and other on -line Continued outreach to adolescents in community through database resources. , Juvenile and Young Adult reference 0 the Homework Center, SAT preparedness classes, and sources will be expanded to better meet the research ' other Young Adult Programs. needs of- school -aged patrons. • 0 • O . 0 . O . O . 94 ' • • • Li .br.: �ry.:.:l�ea�#ers: »�e�r�cae .......................::.:..::::.:............................................................................. ..............................� • Performance Measurements • Workload Measures: 1997/98 1998/99 1999/00 2000/01 0 • (est.) (est.) Population served 48,977 49,043 49,800 50,600 • Reference questions 44,824 43,264 41,000 40,000 • Interlibrary loans 52,239 56,616 59,500 60,000 • • Storytime programs /people 261/10,114 167/4,766 196/5,684 196/5,684 • Participants in Summer Reading 1,427 1,080 1,100 1,100 • Children 1,200 860 860 860 • Young Adults 227 220 240 .. 240 • Other children's events /people 50/4,788 46/4,783 46/4,800 46/4,900 • • Young Adult events /people 20/218 105/1,022 105/1,100 105/1,200 • • Adult events /people 124/1,283 36/1,039 25 -750 25 -750 • • Computer classes 107/385 130 -340 65 -340 65 -340 Internet use 6,490 19,078 22,000 25,000 • • Outreach to schools /childcare 6,972 5,230 5,300 5,350 • • Full Time Equivalent Positions • 1997/98 1998/99 1999/00 2000/01 • Division Manager 1.00 1.00 1.00 0.00 Librarians 3.80 3.55 3.60 3.60 • Senior Library Assistants 2.00 2.00 2.50 2.50 • Readers Services. Specialist 1.00 2.00 2.00 3.00 Library Assistants 0.50 1.00 0.50 0.50 • Total Positions 8.30 9.55 9.60 9.60 • • • Service Level Standards • Customers will receive accurate, effective and personable reference service within five minutes of • approaching the Reference Desk. Two Reference Desk staff will be assigned to the Reference Desk • during afternoon hours. •. All Reference Desk staff are able to assist customers in the basic use of library materials in all formats • including the Internet, Online resources and CD ROM products. S •The collection development and materials selection practices will reflect the community's interests and • meet the Library's goals. • • • 95 5 O ... O :::.:::.:::::::::.:::..:::::: r .:;s .. ;. ac .. .r . an....................... O .............. ............:............ Libra` o 4:iaersSeMcns : >: >: > »' > ' >' ><>:<< >: > : >< s :: €< :::' >: > » : : >> s S :: :! < ?<? : <::: >: >:: ::Bud etUnit= <:i: : :: s:: ::: :4420 > .'1?►C1:• et . . ' .>:.># r i >r<::<`::z :: :. .:`A ::: r ee::: :„ : : :::': :''' ?::::<:`: ' : : :::;: ....................................... ............................ ::::<:>:«::::::»:: �::>:::« ::: :; :::»>::::»::::.<:>:::::::.>:::<:>::::>:::>:::::»::>::::>::::>::.... . . .... 0t .... . ...........4c�ual= . . . .. . . . . .........,a .te .........o . o*qd. . . . ..:.. . .....ved. �0/0> :.. ..::':: `.0.00/0;: €:: >: ::;:;::. cr:»:° ti'``:':"'''`:> ':::' > >::<:::::�'.9.::;::.. . . . . . . » ? >:�: >> X909 /0 >: <: >:�OQ01�'1` >[::2{!Q f �1 :::: >: > > ?:<i :::: ?:�.e5 .r an ...... .............................1 87'!98::: > < >:....... 39 J9............... .. f�............ 20ttE31t11...... Personal Services . Positions 8.30 9.55 9.60 9.60 9.60 9.60 O Wages $279,340 $348,598 $375,983 $393,068 $393,068 $393,068 Overtime. 209 746 0 0 0 0 Worker's Compensation 1,044 1,063 767 826 826 826 Payroll Taxes 24,016 28,994 31,837 33,291 33,291 33,291 Retirement, 24,432 31,986 34,852 38,694 38,694 38,694 Group Insurance 20,803 30,327 32,239 35,383 35,464 ' 35,464 Total Personal Services $349,844 $441,714 $475,678 $501,262 $501,343 $501,343 Materials & Services Water Costs . $0 $0 $0 $0 $0 $0 Prof. & Contract Services 2,787 3,511 5,150 10,050 10,050 10,050 . Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 6,335 8,282 8,600 9,010 9,010 9,010 Small Tools &• Equipment 0 0 0 0 0 0, Office Supplies 1,261 1,950 1,000 6,234 6,234 6,234 ' Advertising & Publicity 3,459 3,391 4;200 4,550 4,550 4,550 Fees /Dues /Subscriptions 866 1,708 1,870 1,997 1,997 1,997 Travel & Training 3,059 3,686 7,855 5,640 5,640 5,640 • 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 200,224 196,186 205,000 215,250 215,250 215,250 . . Total Materials & Services $217,991 $218,714 $233,675 $252,731 $252,731 $252,731 Capit 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 . 290 5,047 ' 9,995 0 0 0 Computer Equipment 0 0 0 0 0 0 . Operation Equipment 0 0 • 0 0 0 ' 0 . • Total Capital Outlay $290 • $5,047 - $9,995 $0 $0 $0 Total Budget Unit $568,125 $665,475 $719,348 $753,993 $754,074 $754,074 . 96 • 2000 =0 Ado ted I ud e • • • ibt'�rY ...:.:...:..:. �..:.. �.:..:...:..:.... :.............. ......... .....................g tai .::..: �.4�13 • Program Results: 1999/00 Accomplishments (cont'd): • Library materials are made available quickly and efficiently. The electronic resource center and its computers' were • reconfigured and public resources combined on each Library materials are easily accessible through useful and computer to maximize usage and availability. • accurate cataloging and processing. Part of staff work area was reorganized and received new • Help staff meet their goals by supporting and maintaining furniture. computer resources. • • Offer convenient and operational computer resources to 2000/01 Goals and Objectives: • the public. • Implement Polaris serials and standing order functions. • Provide secure access to non - public computer resources • and prevent misuse of public computers. Complete a time -study analysis of Technical Services materials workflow in order to determine possible • Program Description: efficiencies. • The Technical Services Division provides support for the Document procedures and processes for Technical . • operation of the Library's information infrastructure; Services, including Acquisitions, Processing, and • purchases equipment and supplies necessary for the Cataloging. processing, storage, utilization, and tracking of Library • materials in all formats; organizes and provides staff Evaluate and redesign Technical Services' physical space • training and technical assistance in using computers or in preparation for move to a new workspace and in order to information technology; orders, receives, catalogs, and enhance ability to work quickly and efficiently. • - processes Library materials and determines appropriate placement within Library. Improve average number of days for ordering by 30% and • for cataloging /processing by 50% • 1999/00 Accomplishments: • Began using Polaris Acquisitions module in July. Plan for and purchase new computers for staff and public areas. • New Microcomputer Support Assistant was hired and • began work in August. Complete installation of new and relocated staff and public computers. • Cataloging Librarian was hired and began work in October. • • Program Highlights: Began using OCLC's CatExpress in November to • download bibliographic records to the online catalog. Improve processing time for new materials with goal of 30 • days or less for all materials. Ten public and staff computers were replaced with new • ones and all computers received operating system and Implement Polaris Standing Order and Serials functions in • software upgrades. order to provide better tracking of magazines and continuations.. • Provide advanced cataloging training for all cataloging staff • in order to better utilize the Polaris system's capabilities. • Reclassify selected parts of Library collection to make • them easier to access and use. • • • • • • • • 97 • Performance Measurements 1997/98 1998/99 1999/00 2000/01 New materials received 11,819 10,811 11,000 11,500 New & donated materials cataloged 12,593 10,137 12,900 12,600 New periodicals cataloged 4,068 3,717 4,000 4,000 ; Materials mended 955 957 1,200 1,200 Materials withdrawn 14,410 10,298 11,000 11,500 , Full Time Equivalent Positions 1997/98 1998/99. 1999/00 2000/01 Librarian 1.00 1.00 Technical Services Coordinator 2.00 2.00 1.00 1.00 Senior Library Assistant 0.80 1.00 2.00 3.00 • Library Assistant 1.00 1.00 1.00 0.00 Technical Services Specialist 1.00 1.00 1.00 0.00 MicroComputer Support.Assistant 0:50 0.50 0.60 Library Division Manager 1.00 • Total Positions 4.80 5.50 6.50 6.60' 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, on the average, not o exceed 60 days. 0 o 0 0 98 • • • <> »> >?: '€ » < €: > >> ,,,,,, > > < > «< ? > €? €i<«' ><f:: >' f > < >? €»? ...,, «««: ><> > > >< > »' €» ' • >City rf >Tkgard' Oror#>< »' »» _ <« >> > <> > > » < < > >`< «< :< < > > :: m • • .:.::::::::::..::..:::::..::::.:.::::::::: :::::::.:..:::.:: : ::: .ii : :.: :.: ::::: 4 tu . • .A. . • :..i . . . . .. . . r.... os�ed . . . . . . ......ra�...ed.:: . i : .. � : -0.....>: ....> 2000/01; : :: ::: 0.001 1 ties tror i<<: >: : > 19 7' i. 9D: 19. 38' l9` �>>>> 19I�4lD :f3 > > : > > >2t?t3pl� .... 2 .Dt3lf#�:: > >= • Personal Services Positions 4.80 5.50 6.50 6.60 6.60 6.60 • Wages $136,099 $178,451 $223,218 $239,337 $241,453 $241,453 Overtime 0 544 0 0 0 0 • Worker's Compensation 492 547 455 503 507 507 • Payroll Taxes 11,523 14,846 18,901 20,271 20,450 20,450, Retirement 15,261 18,099 21,844 23,955 24,188 24,188 • Group Insurance 11,820 15,040 22,455 25,402 25,439 25,439 • Total Personal Services $175,195 $227,527 $286,873 $309,468 $312,037 $312,037 • • Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 2,337 3,134 4,965 5,127 5,127 5,127 Repair & Maintenance 0 0 1,000 0 0 0 • Special Dept. Expense 0 0 0 0 0 0 • Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 10,928 9,296 12,636 11,993 11,993' . 11,993 • Advertising & Publicity 0 624 1,500 1,560 1,560 1,560 • Fees /Dues /Subscriptions 0 76 0 405 405 405 Travel & Training 393 862 2,750 2,699 2,699 2,699 • Fuel Expenses 0 0 0 0 0 0 • Computer Software 0 1,170 750 750 750 Rents & Leases 0 0 0 0 0 0 • Utilities 0 26 0 62 62 62 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • • Total Materials & Services $13,658 $15,188 $22,851 $22,596 $22,596 $22,596 • • Capital Outlay • Land & Improvements $0 $0 $0 $0 $0 $0 IIP Building & Improvements 0 0 0 0 0 0. . Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 450 761 1,300 0 0 0 • Computer Equipment 0 24,716 0 0 0 0 Operation Equipment 0 0' 0 0 0. 0 • Total Capital Outlay $450 $25,477 $1,300 $0 $0 $0 • Total Budget Unit $189,303 $268,192 $311,024 $332,064 $334,633 $334,633 • • • 0 0 S 0 • 99 • • • u t :.. > > . Program Results: 2000/01 Goals and Objectives: • Patrons receive Library materials in a timely manner. Restore self checkout service to patrons and re- educate Patrons are self- sufficient in using the Library. them on how to use the self checkout machine. Patrons are aware of Library programs and activities. Continue to recommend improvements to new computer, system to enhance our ability to serve patrons more . Program Description: efficiently. The Circulation Division of the Library is responsible for Enhance patrons' abilities to obtain information by focusing . checking items in and out, renewing and shelving all on more on -on -one teaching opportunities. Library materials, collecting fines, issuing new Library Actively participate in promotion and implementation of • cards, and answering general questions. Circulation staff Library programs. track down and retrieve lost and missing items and maintain patron records on the Wilinet computer system, a ImplemenYimprovements in Circulation work area layout to countywide database. The Circulation Desk is often a better utilize the limited space to best serve the public. • patron's first or last contact with Library staff. Strong customer service is a vital aspect of Circulation operations. Retain Circulation staff through better training and . Circulation staff promote Library programs verbally and by distributing written materials. enhanced shifts. The Circulation Manager reports to the Library Director. Program Highlights: • Self check -out machine will be functional and Circulation staff will help to re- educate the public on its use. ®• 1999/00 Accomplishments: • Efforts will continue to enhance customer service by Continued' implementation of new county -wide computer improvement of Circulation work area layout. 41 system- -with strong staff participation in recommending In a continued effort to enhance service, Circulation staff improvements gathered from staff and public. will be involved in teaching patrons how to use the Reactivation of Library Guide program to provide more one computer system and promoting and implementing Library on -one assistance to patrons. programs. • Continued intensive efforts to reconcile patron, records and item statuses because of transition to new system. 41 Strong Circulation staff. participation in Library-wide efforts to promote Library programs. • • • • 0 • O • • ® ,• 100 • • .....................:......:.....................................::...:....::.:..:.........:.:::::::::..::::::.::... ::::::::::::::: :. :.::. • 'tg000:. (ti. :. `. o��tfrtf t idget< > «: `:» :: ;:: >: >:> > < >;:;':> >:s::> €:::: >< >::> :: >:::`: >:::::> ;:::m:: >: «::s: »:>:: :« >:: >:::::>: € <:;i::::>: ><: €::t : >::::.: >::> : >: ::::::: i ar'"` regor > i :''': >`' > >:: :» < > > >? >> < `> > > » > > >> < > :> : • <:�` ::: ::..Urt :'0:::;::1:440 Performance Measurements 1 1997/98 1998/99** 1999/00 2000/01 • Materials checked out per year 634,812 577,108 625,000 670,000 • • Materials checked in per year 610,235 625,000 787,000 871,000 ' • Phone renewals per week 1,810 N/A N/A • • Materials checked out per week per work station 3,052 N/A N/A • Materials checked out per week on self checkout 1,603 N/A N/A 1,600 • Materials shelved per week 11,735 12,000 15,135 16,000 • Library cards issued /week 78 81** 84 85 • • # of items checked out per year to out -of -city users 266,876 N/A N/A 281,000 ** With conversion to new computer system, complete circulation statistics TO5:11 were unavailable during first half of fiscal Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 • Library Division Manager 1.00 1.00 1.00 1.00 Circulation Supervisor 1.80 1.80 1.80 1.80 Senior Library Assistant 0.80 0.80 1.30 1.38 • . Library Assistant 6.21 6.49 7.00 6.92 • • Total Positions 9.81 10.09 11.10 11.10, • Service Level Standards • ' Customers will receive accurate and personable assistance in less than five minutes at the Circulation Desk. • Library materials will be checked in and reshelved for use by the public within 24 hours of return. • • • • IP • • • • • • • 101 • • • 20t 13'.:f3I Asir :t l `u: of : • •• •• •••••••>> > > ::::>:>::: ::<: >:::: >:: >::> >:: >': >::: >: >:::: >::> : >:::: >:::::: >:: >:> .. „.: >:::::_; : :: > > > Ct Cif::::: ' d' Oregon << ` ' >> ? ?> » < > < >< > <« >' <» i . a ....: rcicEatoi >'<< > >a >i » >' >!< > < >> <!< >< > >' `<<'< > < `> :` ::` ><' ' " <''` >< > > °Y`<' >' >; B�' ' `e c ``` :'' :'ct� e _ > �� o e � `> > ; ::::::::> < > :` 00.0#... ; t016. - : : >! < > <<<> > > ><:: >`<<<< > >>< ' > tuat. u. I ........ .. zla . d.. r... tl`......r4dc� .t d ::Des :trori< : << ::: < <: < > < <: < 1QOZ.a &< :: 998/99 > 1' 991n0 <:::> 20 M :> < > 2O#. /1 1; >:: .0Q .:; ' Personal Services • Positions 9.81 10.09 '11.10 11.10 11.10 11.10 Wages . $284,494 $304,110 . $346,444 $358,523 $361,223 $361,223 Overtime 0 96 0 800 800 • 800 • . Worker's Compensation 1,123 1,000 707 754 760 • 760 Payroll Taxes 24,185 25,266 ' 29,335 30,433 30,662 30,662 . Retirement ' 26,492 24,897 31,782 34,321 34,618 34,618 . • Group Insurance 20,941 25,046 28,351 46,066 46,672 46,672 Total Personal Services $357,235 $380,415 $436,619 $470,897 '$474,735 $474,735 ' 'Materials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 675 363 865 865 865 865 Repair & Maintenance 122 42 0 0 0 0 Special Dept. Expense 123 0 120 122 122 122 Small Tools & Equipment ' 0 0 0 0 0 0. Office Supplies . 521 334 500 2,480 2,480 2,480 • Advertising & Publicity 23 331 3,010 2,340 2,340 2,340 . Fees /Dues /Subscriptions 0 0 0 100 100 100 . Travel &Training 1,741 5,252 6,705 4,362 4,362 - 4,362_ 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 $3,205 $6,322 $11,200 $10,269 $10,269 $10,269 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 4,436 568 600. 0 0 0 Computer Equipment 0 0 0 0 0 0. Operation Equipment 0 0' 850 0 0 0 . Total Capital Outlay $4,436 • $568 $1,450 $0 $0 $0 Total Budget Unit $364,876 $387,305 $449,269 $481,166 $485,004 $485,004 • . 102 0 . • • e ti:. -. g ard':iOr � ort > » ::: :: `:<: >< !::: : : : :: :::':::: :: : : ::: >:: >:: € ::: ':' :«<`:`: :::: » €: : . :B d Ot :UnIt_:'< :: :s: :> 50 • So�i; i# $e�vi ar€ c!(: Ctiirrinit: �:: t�erits>>>:>:>::::: :::>:>:::»>:>:::::<:»»>::::>::::»::::>::::>::::>::»::::<:::>::::: :<: >:::: >:: >::: >:::: >:::: > :>:. 1 • • Each year, the City appropriates funds to support Social Service and Community Event activities that assist or benefit • Tigard Citizens. Community organizations are invited to submit requests in February of each year. A subcommittee of the • Budget Committee. meets to review Social Service requests and to recommend funding in the Proposed Budget. Community Event requests are proposed as submitted, for review by the Budget Committee and the Council. • • • ID • � .Proposed'::: :: p roveG1 op a ' . . .. Act . ual : >> :: >:: Ac #ual::: > : >< :? :Ado . . . . Ado . .d. >: `v�v vvvfoll v ::::>::::»>::::>:::::::::::::<:::>::<>:<:::>::>:::>:::<< ><>:::>:::<:::>>:;>:::::>: :>:>:>:::>::::> :::> :> 1971 58 ::::: >:: > >'F99�1 99 <::<`:... . .1 9`�/Q4::>':::::.....� ...�1............� . .. ...............2..Q0ltf''<..... • American Red Cross (Transportation) $1,000 $1,067 $1,000 $1,100 $1,100 $1,100 • Christmas in April 0 0 3,000 2,500 2,500 2,500 Good Neighbor Center 6,500 8,688 8,760 15,000 15,000 15,000 • Loaves & Fishes - Senior Center 16,000 17,000 18,000 18,000 18,000 18,000 • Luke Dorf inc. 7,500 6,889 7,000 7,500 7,500 7,500 Neighborshare (CAO) 8,000 9,444 11,000 11,000 11,000 11,000 • Rape Crisis Center 750 0 1,000 2,000 - 2,000 2,000 • Shelter - Domestic Violence Center 2,100 2,878 3,000 3,000 3,000 3,000 Tualatin Valley Centers 22,000 24,139 25,000 18,000 18,000 18,000 0 Total Social- Services $63,850 $70,105 $77,760 $78,100 $78,100 $78,100 40 • Broadway Rose Theatre $7,000 $8,244 $10,000 $15,000 $10,000 $10,000 Festival of Balloons 5,000 5,778 10,000 10,000 10,000 10,000 • Fourth of July 4,000 4,500 7,500 7,500 7,500 7,500 • Tigard Country Daze 2,500 3,444 0 0 0 0 • Tigard High Graduation Ceremony 500 500 500 500 500 500 • • Train Days 0 2,500 0 4,000 4,000 • 4,000 • Tualatin River Keepers 0 0 1,000 2,710 1,710 1,710 Tualatin Valley Community Band 900 1,122 1,200 1,250 1,250 1,250 • Total Arts /Events $19,900 $26,088 $30,200 $40,960 $34,960 $34,960 • • Total Requests Granted $83,750 $96,193 $107,960 $119,060 $113,060 - $113,060 • • Ili 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 FY 2000/01 was $121,460. The Adopted budget includes a. total of $113,060. • • • • . • • S. • • • 0 S. 103 • 0 O . • O O O ��d.GKa�n�ds :........ :. .....:. Budg�f.�lr�it .:: 'ISf3�l` • 0 Program Results: 2000/01 Goals and Objectives: O Parks and greenway systems are clean, safe and well - ' Increase field renovation schedule. maintained. Parks and greenway systems include , O playable sports fields, playground areas, picnic and • Begin playground upgrades restroom facilities, pedestrian paths and grounds at all City owned properties. Increase the daily maintenance and upkeep of restrooms and shelters. . Program Description: Evaluate and upgrade pedestrian paths. The Parks and Grounds Division is responsible for ground Continue tree plantings under Tree 2000 Program. • maintenance, repair, improvement and scheduling in all public parks, public facilities and greenways. The Parks Provide a clean and safe Balloon Festival environment. and Grounds Supervisor reports to the Property Division Manager who is directly responsible for the Parks and Continue to use volunteers throughout the City parks and Grounds programs. greenways system 1999/00 Accomplishments: • Renovated Cook Park soccer fields 3 times with in- Program Highlights: house staff and equipment. Implementation of Cook Park Master Plan and improved and enhanced maintenance of City owned properties and . Harvested Summerlake 3 times to remove aquatic facilities. • • - weeds as part of the Lake Management Program. Continued plantings as part of the Tree 2000 • • Program. • • Balloon Festival planning, preparation, maintenance and renovation at Cook Park for 100,000 visitors. Implementation of Cook Park Expansion Plan with the of a picnic shelter and gazebo. • • • 104 • • • • • =<:Oreg o :: :f ::: :'.:'. :'.:::'.'. : >:: >•< < « `« :> €< :: €:::< : ««'.: < ::'.::::':::::::::::' "f'.i:::::'.:::::f:: '.'.::'.'.' • > t d it :;:160 F�ar..ks rids :.::.:::..::.:........::.:::::::. ::::::::::.:..................g • • Performance Measurements 1997/98 1998/99 1999/00 2000/01 • • Number of soccer fields maintained 3 3 3 . 5 • Number of baseball fields maintained 4 4 4 7 • Number of available restrooms - 14 . 14 14 14 • Number of available shelters 3 3 . 5 - 5 • Number of metal play structures 3 3 3 4 • • Number of wooden play structures 5 5 5 4 • Acres of park land 120 :00 141.00 154.50 160.00 • • Acres of greenway 125.00 127.00 133.00 126.50 • . Miles of bike paths 7.50 • 7.75 . 8.00 8.00 • • Miles of soft trails 1.50 1.50 2.00 2.00 • • Full Time Equivalent Positions • 1997/98 1,998/99 1999/00 2000/01 • Property Division Manager 0.50 0.50 0.50 0.50 • Senior Utility Worker 1.00 2.00 3.00 3.00 • Utility Worker II 4.00 4.00 4.00 4.00 Grounds Supervisor 1.00 1.00 1.00 , 1.00 • Urban Forester 0.00 1.00 1.00 1.00 • Total Positions 6.50 . 8.50 , . 9.50 9.50" • • Service Level Standards • . All restrooms in parks cleaned daily from March 1 to November 1. • . All park trash picked up and removed daily. Soccer fields at Cook Park renovated three times yearly - Spring, Summer and Fall. All parks and reservoirs mowed on a 7 -10 day cycle. S • All pedestrian paths and bikepaths blown off and debris removed on 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. 0 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. • 0 0 0 105 • : <:': €1: ..::.,::.,:.0 .::::,.:::.::€ s>:>:i'.'.:'.::>:'.>i:.'.'.:'>:»€:::>::>:>:::>i:>::>:>::> i:`:>: s><''.€::>:'.#'::i'.::'.>::>: s>:€'.> ::<[:>: €'.:' >:: »: • :;: >: :::::: >:> :: :: > >';: >:`:<;:< ` > ::: >: ::' :: :':> :> :<::::: >•<:: »<::::<::: '.sa » :: » : 'Y�4Q17,- .AdQ .. ed..6 d et ........................ .............::..........:............... ............................: ' . :::::::::>::>:::::::::<:<::::>::;::::>:::;:>::>:::<:::::>:;:>::::>::»::::::>::::::::::::::>::: : :: >:: >:: :: >:: »:: :: >:::<:> > : :::pw f> i a "`d'' ::gor2c s r<t ':. ' : :? `:' 25' 2? t <' > ?` t < y ; >2 ? ; i cs: #n l rounit :>:>:::>«::>::»:>!:::>::8 1::>:>:>:::<:»:::::::>: >:`::::>:::::: > < >:<: >:: >:: > : ::: :<::: : : : ::: ;:::>:> : <;: >':i<::<::: : : :::::: >: : :'::: `< » >i: <:. >: >:::: >:: >A .. u:: ::::: >::: » [::::: �i at>: » :'Ail .: . . ...t# : v A e : . ::::::::::::::::.::.:::.::::::: • ::: • :::::::.:::::::::::.:.::::::::::::::.:::::::::::.:::: .:: OX #. ::.::::::::: • :::::::::: ct::: .::::.: p ....................... . d. :::.::::. daps :: d.:::: . : • ::::::> �0 > :,::: >:::: >: .2000 . `.::.. :: ..: .:2000/010:::::: >:: >..... /:." ::: >:: >:»::>::>::>::::>::>::>:::: Clescri"` tiari :<> :»<::<: ::: >:::: >:: >:: >:::: >:: > ? ::::: >: 199 `198<::: >:<::'13�8J99 > > >: ; �:9. �L tL.......... 1 .......... Personal Services . Positions • 6.50 8.50 9.50 9.50 9.50 9.50 • . Wages $232,170 $290,516 $391,971 $411,876 $416,501 $416,501 • Overtime 1,551 3,448 3,807 8,000 8,000 8,000 ' ' Worker's Compensation 8,632 7,944 9,906 9,804 11,566 11,566 . Payroll Taxes ' 19,299 24,356 33,513 35,562 35,953 35,953 Retirement 21,180 •. 22,388 34,911 36,432 36,941 36,941 Group Insurance 23,532 31,904 45,708 52,147 52,697 52,697 • • Total Personal Services $306,364 $380,556 $519,816 $553,821 $561,658 , $561,658 - Materials & Services Water Costs $0 $0 $0 $0 $0 $0 ' • Prof. & Contract Services 23,196 • 36,961 39,240 31,873 . 31,873 31,873 ' • Repair & Maintenance 50,301 91,282 90,105 120,930 120,930 120,930 Special Dept. Expense 2,657 5,913 4,120 4,420 4,420 4,420 Small Tools & Equipment 0 0 0 12,230 12,230 12,230 .Office Supplies 247 109 700 3,584 3,584 3,584 Advertising•& Publicity , 1,432 ' 5,815 1,275 1,600 1,600 1,600 Fees /Dues /Subscriptions .597 1,567 2,225 2,175 2,175 2,175 . Travel & Training • 2,125 3,892 7,890 6,485 6,485 6,485 Fuel Expenses 10,220 7,910 12,500 13,250 13,250 • 13,250 - Computer Software 336 0 0 • 0 0 0 . Rents,& Leases 705 2,053 3,500 5,000 5,000 5,000 ' • - Utilities 151 210 425 0 0 0 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0. 0 Total Materials & Services $91,967 $1 55,712 $161,980 $201,547 $201,547 • $201,547 . Capital Outlay • Land & Improvements $20,633 $0 $0 $90,000 $90,000 $90,000 • ' • Building & Improvements 0 0 0 0 0 0 . • Vehicles 0 17,807 41,600 , • 0 0 0 Office Furniture & Equipment 0 0 0 0 0 0 Computer Equipment 0- 1,689 0 0 0 0 ' Operation .Equipment 8,578 52,190 81,115 92,200 92,200 92,200 • . Total Capital Outlay $29,211 , $71,686 $122,715 $182,200 $182,200 $182,200 • Total Budget Unit $427,542 $607,954 $804,511 $937,568 $945,405 $945,405 • • • 106 • •.•••••••••••••• ••••••••••••••••••••••• %— eu 4 ,, 12 co CS) e l 0 C C • Public Works Program Public Works Administration Sanitary Sewer Storm Sewer Street Maintenance Fleet Maintenance Property Management Water • • • /*//itilloVi ors ._., = tea City of Tigard. Oregon 1 ••••••••• iii OO•• ••••••••••6•••••••• 4 C N .„-:.--..„.,i .,,-. w 0 i` C I r Cl 6 • • • .;::.;:.::.::.;; :.:.::.::.::.:: .:::.: �:.:..:::.::.:..........0 .t . of T� and .ore on ............................... • ..... ............................... • 0 Public Works • • � . • • • • • Administration Sanitary , Storm Street Fleet 71 Property Sewer `w Sewer Maintenance Maintenance Management f Water • • • w 4 ti O O .................... ..................:..:...:::::. .:.. .......:.:::::::.:::.:::.:::::: . .........................................................................:......:.........................:.....:.:: ::::::.:..............�::::.::. ��991 �Q.::........ �Ot7 9�91::::>::>::::>::::> �4�( itZ ittl ::<::<::::: »:::::�€1b910�:: » <:: # Positions 43.00 • 49.50 54.50 ,54.50 54.50 54.50 . Personal Services $1,784,320 $2,182,729 $2,802,477 $2,946,536 $2,978,542 $2,978,542 Materials & Services 3,051,836 3,440,496 4,644,428 4,256,131 4,262,978 4,262,978 Capital Outlay 147,135 279,053 669,380 615,100 615,100 615,100 Total Public Works - by Category $4,983,291 $5,902,278 $8,116,285 $7,817,767 $7,856,620 $7,856,620 • • 0 Public Works Administration $207,881 $259,990 $385,386 $381,417 $383,639 $383,639 O Sanitary Sewer 355,137 461,502 547,628 582,239 586,227 586,227 Storm Sewer 247,108 361,370 • 537,332 575,613 579,115 579,115 410 Street Maintenance 620,421 • 778,461 1,050,292 1,105,613 1,126,563 1,126,563 Fleet Maintenance 124,113 • . 133,166 182,285 197,800 197,839 197,839 Property Management 184,244 372,570 • • 501,555 750,907 751,160 751,160 ft Water 3,244,387 3,535,219 4,911,807 4,224,178 4,232,077 4,232,077 • Total Public Works - by Division $4,983,291 $5,902,278 $8,116,285. $7,817,767 $7,856,620 $7,856,620 f f f 107 • • • • �' ?'. ...... 16W�rks�tnstnlstr�t�c�n ..::. ::::.::: ::.;:.;.;:...,....... t�url��l > • 2000/01 Goals and Objectives: • Program Results: * Provide support and resources to enable each Division to • * Leadership and management is provided to the meet its objectives • Department in support of the City's strategic objectives. * Oversee the preparation and implementation of Division * Improved and expanded City Emergency Management budgets. • Plan to incorporate training of City employees as well as * Train designated groups /organizations with the City of • citizen groups within the City of Tigard Tigard on 72 -hour emergency preparedness • Program Description: Program Highlights: • The Public Works Director is responsible to the City Actively participate in long term water supply source Administrator for operation and supervision of all options which may include working with neighboring • infrastructure and maintenance activities, which includes jurisdictions. the.maintenance of vehicles and City facilities. Continue implementation of the Urban Services Maintenance operations of sanitary sewer and storm Agreement to provide maintenance programs in the drainage systems are funded by the collection of sewer County areas within our jurisdiction. • and storm drainage charges. Street maintenance is funded by a combination of State and County gas taxes. • . Park maintenance is primarily funded by property taxes. 0. Fleet and Building Maintenance activities are funded • through a variety of revenue sources. !� • • 1999/00 Accomplishments: • Manage and supervise the Hansen Maintenance • Management program throughout the Department. • • Continue to pursue a long range water supply needs to • • carry us into the 21st century. • Assume an active role in the City of Tigard's Park Master • Plan greenspace planning and Cook Park expansion. Pursue additional staffing to implement our Urban Forester • . program in conjunction with the 2000 Trees program. • Complete construction and begin use of the 3.5 mg Menlor • Reservoir site. • ID• • • • • • • • • I • • 108 • ..r. .l;rrxi r.......r.fi.n ....... ........................ .....::: :..::..:.: .ud...t;..0 rttt.::.::2 .. • Performance Measurements 1997/98 1998/99 1999/00 2000/01 Number of City employees trained in Emergency NA NA NA 50 Management. Number of Citizens trained in 72 -hour preparedness NA NA NA 50 Full.Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 Public Works Director 1.00 1.00 1.00 1.00 Confidential Executive Assistant 1.00 1.00 1.00 1.00 MicroComputer Support Technician 0.00 0.00 1.00 1.00 Administration Specialist I 1.00 1.00 1.00 1.00 Administrative Specialist II 0.00 1.00 1.00 1.00 Program Assistant . 0.00 0.00 1.00 1.00 Total Positions 3.00 4.00 6.00 6.00 0 Service Level Standards Intergovernmental Water Board agendas will be mailed to members at least one week in advance of the meeting. Members will have materials relating to agenda items no later than forty -eight hours prior to the • meeting. Emergency situations (i.e. water breaks, wind /winter storm, storm water incident, sewer surcharges, etc.) O that occur within normal working hours will be responded to within fifteen minutes of notification. Situations that occur after normal working hours will be responded to within forty -five minutes of notification. Q Repsond to citizen inquiries within twenty -four hours. Assist in designated community events in a manner that promotes good will between the City and the Q community. a O. O 109 • Publia'W;arks aiii i fr 0.$.::: : : : %# ::::::::':::::: ' :' :> « ` `` « < <' £ : ' ? :2'' :' 2: : e':: E : : :: ;<udget U ;i> ` >'< .. >< `� . 1 Adm nl . :..:;.;:..; >:.:�:.:; ........ t3 ei lln�it ..... 21-1 0 ::;<:::::;:::::: :;:: ::<;:::<::: >:::: >:::: >::::» :::: : :: ;::::::::::;:::: ::: ::i: :8:::: >:::::<::::::: :::: < ::::: : :: A U t » >» 11 .that:? :; >: > ......Pr . . : • :: :t1 scr ::: i::::::>;: z::: : :: .. .� tiara....... >: >:::< :::< >: ::; ;:. :: >::: >:::: >:: >::; . ..........................18;#� 198. ...........198819... � < :;:::» >:: : .::::::... >::; >: ....................::;:: ..................... ................:.::.:.:::::: 8L04..: ......: 2Ui301fS' 1:::»<:>::::»:: �( lOtl 1. 8' l :: > >:::: >:::::�::200I31�#1.:.. .......................................................................... .......................... • Personal Services Positions 3.00 4.00 6.00 6.00 •6.00 6.00 • Wages $139,731 $166,831 $232,593 $243,087 $244,881 $244,881. ' 0 Overtime 998 3,042 0 0 . 0 0 • Worker's Compensation 881 920 571 1,107 1,113 1,113 Payroll Taxes 11,573 13,475 19,305 20,294. 20,446 20,446 • • , Retirement 16,240 18,086 24,747 25,935 - 26,132 . '26,132 • • . Group Insurance 13,786 20,296 33,910 30,584 30,657 30,657 . Total Personal Services $183,209 $222,650 $311,126 . $321,007 $323,229 ' $323,229 • Materials & Services Water Costs $0 $0 $0 $0 $0 $0 ' Prof. & Contract Services 8,302 10,520 11,390 19,565 19,565 19,565 0 Repair & Maintenance 1,664 2,166 1,200 2,000 • 2,000 2,000 • Special Dept. Expense 464 1,535 5,800 14,500 14,500 1'4,500 Small Tools & Equipment 0 0 0 1,000 1,000 • ' 1,000 ,• Office Supplies 6,521 12,392 8,000 9,000 .9,000 9,000 , ' 0 Advertising & Publicity 260 631 425 425 425 ' 425 • Fees /Dues /Subscriptions 609 1,020 6,70 1,235 1,235 , 1,235 Travel & Training 2,081 . 2,528 16,350 9,845. 9,845 9,845 . Fuel Expenses • 540 606 800 1,200 ' 1,200 1,200 Computer Software 1,000 0 0 0 ' 0 0 • Rents & Leases 31 0 0 0 0 0 Utilities 552 620 625 1,640 ' 1,640 1,640 Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 . .0 0 • . Total Materials & Services $22,024 $32,018 $45,260 $60,410 $60,410 $60,410 • • Capital Outlay • Land & Improvements .$0 $0 $0 $0 , $0 $0 • Building & Improvements 0 0 0 0 0 0 • Vehicles 0 0 28,000 0 0 0 Office Furniture & Equipment 541 1,966 . 1,000 0 0 0 ' Computer Equipment 0 2,651 0 0 0 0 Operation Equipment 2,107 705 0 0 0 0 0 Total Capital Outlay $2,648 $5,322 $29,000 $0 .$0 ' , $0 • ' Total Budget Unit 207 881 259 990 385 386 3 9 $ $259,990 $385,386 $ 81,417 $383,639 $383,639 • • • • e 110 0 t? .......:............. • »>:<:>;:::;::.:<»::.::::•<:::::>::>:>>:>:<::<<:.>:::>::::>:>::.:.>::::>:« : »:::: »:<: > < >:::<:;:: <:::<:..fW ....df.'I"� �r� .t�ce gin ......................... • Program Results: 2000/01 Goals and Objectives: 0 Maintain a continuous flow of wastewater within the A. Maintenance programs are performed according to USA community's sanitary sewer collection system by recommended cycles. performing cost - effective maintenance programs. B. Friendly service and accurate information is provided to • all customers within identified timelines. Provide prompt, efficient, friendly service to both internal C. Maintain accurate utility maps and utility database. and external customers. Program Highlights: Program Description: Finalize the decision regarding whether or not to partner • The Wastewater /Storm Section maintains the. sanitary with USA to implement a City Service Area Agreement sewer system within the city limits. This Section provides regarding sanitary collection system maintenance. a wide array of services and programs that are in accordance with best management programs and The Wastewater Service Area will increase the size of the practices established by Unified Sewerage Agency, (USA), wastewater system that the City is responsible for by 70 %. • a countywide sewer authority that also sets sanitary sewer This service area includes.the Tigard Urban Service Area, rates. • Metzger, King City and the City of Durham. • The structure of the Utility Division within the Public Works Department is the Wastewater Supervisor reports to the Utility Manager, who along with the Public Works Director, • is responsible for the sanitary sewer program. 1999/00 Accomplishments: The City of Tigard is reviewing a partnering opportunity with USA to continue to provide effective maintenance programs. at a reduced cost by implementing a service area /drainage basin approach to sanitary collection system maintenance. • Hansen Software Program conversion from Version 6 to Version 7. All data entered with reports and work orders being generated for wastewater personnel. ' Working towards annual USA goals for 1999/00. First 6 Months Completed Annual Goal . Lines cleaned 23.3 miles 45.9 miles . • Video inspected 10.1 miles 19.7 miles • • Completed 15 manhole / line repairs and posted 258 off- road manholes. • 111 • • A Q fetf • ..... ...... .. .can......... • • 41 Performance Measurements • 1997/98 1998/99 1999/00 2000/01 Miles of sanitary sewer system • 126.20 137.70 147.00 156.00 • Customer service requests 100 100 125 125 • • • Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01' Utility Division Manager 0.25 _ 0.25 0.25 0.25 r Wastewater Operations Supervisor 0.50 0.50 0.50 0.50 • Senior Utility Worker 1.00 2.00 2.00 2.00 Utility Worker II 5.00 4.25 3.25 3.25 • Utility Worker I 1.00 1.00 • Total Positions 6.75 7.00 7.00 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 fifteen minutes of notification. Situations that occur after normal working hours will be responded to within forty -five minutes of notification. • Friendly, responsive service to citizen inquiries within twenty -four hours. • • Annually, video inspect 18.7 miles and clean 43.7miles of sanitary sewer lines within the City to meet cycles • mandated by Unified Sewerage Agency. • Provide friendly, responsive customer service when assisting in designated community events and special • projects to promote good will between the City and the community. • • • • • , • • • • • • • • • 112 • • < 1: `: '.'. liiii.:. >•• t.::.: '.:5::: ti : ;: I:E`;::: :: €E:: #:: ;:>: : :;; :: ::: : : >:::':'.:;:''• :: : : : : : > : : >:::< : :: <' :.: :' : €:> : :'.: :'. : : € € : €'. € € : : :'.' : : ::::; > : ::; < :: ? <:::: :: <: : : : :: : :'': >::::::::':':> f::::::€:>::>€:::::::: : ::: :':' : :::'s:i:::: :: :'. >::< »> :€.;::::;::] : : €:::: ::: ::: : ::: ::: > :::: €: :: :: € >:.Ci of <T ard: r 0.0 : > >: [ !`< >' > : : :> : s : : :> <:: € : < ` : : : » : > :> <: > > > ' ::: an t.f$0:< . > > > E : € € > :::: : :` ::: : : ::::< : : : > : >'> : :` : : > > ; : :::: > : : ::: :: ` : >: : : : :> � : : > : € <:II ' :0400t 4.0.1,. > > > : >� S in to i�ew�r .: ::.::. ..:...:u.... t Untt .:::.:::. 2aN • ; : > :<:t a :>:<>:> ��tra...[ ..............�t `::::;:;::��':te�... ....r�. as�s� ............... .rs>Iv�d...�d :..�.a.:x+l�d • :% 0cr`#`` 0<'`:>:: : > :< :190748.::` <'1J9819 19991fltf 2fl46161 260 61 Personal Services . . ' . Positions 6.75 7.00 • 7.00 7.00 7.00. 7.00 Wages $218,482 $272,793 $257,585 $269,641 $271,899 $271,899 Overtime 4,125 3,171 3,803 4,400 4,400 4,400 Worker's Compensation 5,093 3,790 4,473. • 6,377 5,608 5,608 . Payroll Taxes 20,288 22,867 22,133 23,210 23,402 23,402 , • Retirement . - 19,886 27,673 26,517 27,345 27,593 27,593 Group Insurance 28,908 36,092 34,572 41,291 43,350 43,350 ' Total Personal Services $296,782 $366,386 $349,083 $372,264 $376,252 $376,252 • Materials & Services Water Costs $0 $0 $0 $0 $0 $0 • Prof. &.Contract Services 9,711 3,851 11,750 12,175 12,175 12,175 . Repair &Maintenance 26,788 29,431 37,760 34,120 34,120 34,120 , . Special Dept. Expense 2,650 3,520 2,560 2,380 2,380 . 2,380. Small Tools & Equipment 0 0 0 11,575 11,575 11,575 Office Supplies 317 793 400 450 450 450 Advertising & Publicity 349 58 75 1,000 1,000 1,000 . Fees /Dues /Subscriptions 748 438 480 785 785 785. . Travel 8& Training 1,943 1,622 2,250 2,740 2,740 2,740 Fuel Expenses 2,468 4,549 3,500 4,000 4,000 4,000 . Computer Software 336 0 0 0 0 0 . Rents & Leases 96 0 1,500 • 750 750 750 Utilities 0 0 0 0 0 0 Insurance 175 1,310 1,000 1,000 1,000 1,000 • Library Materials 0, 0 0 0 0 0 Total Materials & Services $45,581 $45,572 $61,275 $70,975 $70,975 $70,975 . Capital.Outlay Land & Improvements $0 $0 $0 $0 $0 $0 • Building & Improvements 0 0 0 0 0 0 Vehicles 0 0 135,000' 136,000 136,000 136,000 Office Furniture & Equipment 0 712 0 0 0 0 Computer Equipment 0 845 0 0 0 0 Operation Equipment 12,774 47,987 2,270 3,000 3,000 3,000 Total Capital Outlay $12,774 $49,544 $137,270 $139,000 $139,000 $139,000 Total Budget Unit . $355,137 $461,502 $547,628 $582,239 $586,227 $586,227 • • 113 • ..:....:.. f#17 .fec�. : ®1ac1 t ........................... ...........................,.._ :.:::.:.:.:..:::.::::::::::::::::::::::::.:..:...................................:.:::::.:: :::::::.:::::::::::::.......... ' :::: s:>::::< ii::•`: isi:: it:::::::::;:::::>:::::::<: i :::::::::::::;?::::::;: ii: Y %:i`�:�::�:i::::�:G:' +.;;:2�:� �:<:::;�::>:::t::::::::: • • • Program Results: 1999/00 Accomplishments (cont.): • The design capacity of the community's storm drainage Completed 30 catch basin /line repairs including a large • system is maintained and the urban - stream, water quality construction project at Canterbury Reservoir site. is improved by performing cost - effective maintenance • • programs. • Refurbished the Cloud Ct. water quality facility. Each internal and external customer is provided with • prompt, efficient, friendly service. Installed a new water quality facility at Canterbury Reservoir site. Opportunities for citizen involvement are increased '• through the Adopt -a- Stream program.. • 2000/01 Goals and Objectives: • Program Description: A. Selected maintenance programs are performed ' - f according to USA recommended cycles. • The Wastewater /Storm Section maintains the surface B. Friendly service and accurate information is provided to • storm drainage system within the city limits of Tigard. This all customers within identified timelines. Section provides a wide array of services and programs C. Accurate utility maps and databases are maintained. • that are in accordance with best management programs D. Volunteer opportunities are expanded through Adopt -a- • and practices established by Unified Sewerage Agency, Stream program. ' (USA), a countywide sewer authority that also sets surface • water rates. Program Highlights: • The structure of the Utility Division, within the Public Finalize the decision regarding whether or not to partner • Works Department, is the Wastewater /Storm Supervisor with USA to implement a City Service Area Agreement • reports to the Utility Division Manager. The Utility Division regarding surface water maintenance. Manager and the Public Works Director are responsible • for the Storm Water program If agreed upon, the USA Storm Water Service Area will increase the size of the storm water system that the •City is 1999/00 Accomplishments: responsible for by 69 %. This service area includes the Tigard Urban Service Area, Metzger, King City and the. The City of Tigard is reviewing a partnering opportunity City of Durham. • with USA to continue to provide effective maintenance programs at a reduced cost by implementing a service area /drainage basin approach to surface water management. • Hansen Software Program conversion from Version 6 to Version 7. All data entered with reports and work orders . being generated for Storm personnel. • Working towards annual USA annual goals for 1999/00. First 6 Months Completed Annual Goal Lines cleaned 9.4 miles 21.3 miles Video inspected 3.8 miles 12.2 miles Catch Basins 509 CB's 3216 CB's • • 114 0 • ................. .... ........ ......... Performance Measurements • 1997/98 1998/99 1999/00 2000/01 Miles of storm system 78.60 86.40 94.00 112.00 Catch basins in storm system. 98/99 reduction in CB's due to 3,324. 3,216 3,300 3,400 . more accurate data base updates. • Customer service requests 225 225 250 250 Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 • Utility Division' Manager 0.25 0.25 0.25 0.25 Wastewater Operations Supervisor 0.50 0.50 0.50 0.50 • Senior Utility Worker 1.00 1.00 1.00 1.00 Utility Worker II 3.00 - 5.25 5.25 5.25. Total Positions 4.75 7.00 7.00 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 fifteen minutes of notification. Situations that occur after normal working hours will be responded to within forty -five minutes of notification. . Friendly, responsive service to citizen inquiries within twenty-four hours. • . Annually video, inspection 11.4 miles and clean 20.1 miles of storm sewer lines within the City to meet cylces mandated by Unified Sewerage Agency. Perform 1.2 miles of road side ditching. Provide friendly, responsive cus serv and assist in designated community events and special projects in a manner that promotes good will between the City and the community. 115 • • • ::::::: >:; :>:::>:::: ::::: ::::<::::;<:::; 8:;: :::::<:;::>::.>::>:<:>::::.:: ;:: >:::: >:: ::;::::: >::::::: jYt ctf.3'1 and -. n. .. . . . . . • o.... • ...:; T.!; WO::.;::.; ....... »:: ::::. ::::;::; i!:: ::: :Pi ::: >:: g0 01 #0. t 2130 :....:..:..:... . . . .. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . .. . . . . . . ..... . . . . . ...... : ct Aual.: >: >�#Ctu��tictc� :.. ect<[�::::.:,. .:.:::.�. ,,,,,<.: > ,:�.:::;:,:,:, `.:.: . > >: <...::::,:.;.::: ..:. :... .. ................................. ...... eta . : ��d � .. ...r..<sy�.d .::.. �►�fq� teed.. , th <::::: »:::: >Descrl t or.::::< :::::::: ::::::::::::1997198::::: >::::> $01V0%.i:il Personal'Services IP Positions 4.75 ' 7.00 7.00 7.00 7.00 7.00 • Wages $130,007 $164,108 $233,338 $250,616 $252,874 $252,874 '• Overtime 2,351 1,207 4,119 5,600 5,600 5,600 - Worker's Compensation 1,751 1,546 4,061 5,232 4,463 4,463 • Payroll Taxes 9,835 13,266 20,701 21,886 22,078 22,078 • Retirement 8,329 12,399 24,124 25,442 25,691 25,691 Group Insurance 16,292 19,416 34,263 36,627 38,199 38,199 • Total Personal Services • $168,565 $211,942 $320,606 $345,403 $348,905 ,$348,905 • • Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 • Prof._ & Contract Services 1,524 5,645 9,550 8,230 .8,230 8,230 • Repair & Maintenance 52,627 66,217 53,540 54,420 54,420 54,420 Special Dept. Expense 2,616 2,927 2,490 3,340 3,340 3,340 • Small Tools & Equipment 0 0 0 14,975 14,975 14,975 • Office Supplies 306 632 400 550 550 550 Advertising & Publicity 215 1,084 75 100 100 100 • Fees /Dues /Subscriptions 0 689 400 550 550 550 • Travel & Training 1;213 1,088 2,500 2,545 2;545 - 2,545 • . Fuel Expenses 1,806 2,854 3,500 4,000 4,000 4,000 Computer Software 336 0 0 0 0 0 • Rents & Leases 2,760 2,719. 6,000 1,500 1,500 1,500 Utilities 0 0 0 0 0 0 Insurance 0 2,818 1,000 1,000 1,000 1,000, • Library Materials 0 0 0 0 0 0 • Total Materials & Services $63,403 $86,673 $79,455 $91,210 $91,210 $91,210 • • Capital Outlay . • Land & Improvements $2,100 $1,206 $0 $0 $0 $0 • Building & Improvements 0 0 0 0 0. 0 • Vehicles 0 0 . 135,000 136,000 136,000 . 136,000 • Office Furniture & Equipment 0 712 0 . 0 0 0 • Computer Equipment 0 845 0 0 0 0 Operation Equipment 13,040 59,992 2,270 3,000 3,000 3,000 w • Total Capital Outlay $15,140 $62,755 $137,270 $139,000 $139,000 $139,000 Total Budget Unit $247,108 $361,370 $537,331 . $575,613 $579,115 $579,115 - • • • • • • 116 • • Program Results: 2000/01 Goals and Objectives: • Tigard has a safe and reliable street system. * Perform 60 dig out repairs. • * Perform 150,000 feet of crack sealing. Program Description: * Trim street trees and trees around streetlights to provide The Street Division's primary functions are installation and improved vision clearance and safety: maintenance of street and traffic signs, installation and • maintenance of guardrails and barricades, crack sealing * Perform roadside mowing and vision clearance. and patching street surfaces, grading and maintenance of rock streets and road shoulders, maintenance of off- street * Perform street marking. bicycle paths, installation and maintenance of street • markings, and the installation of the speed hump program. * Perform sign maintenance. • This unit also administers the contract for street sweeping • services. The Street Supervisor reports to the Property * Extend pavement life by 20 %. • Division Manager who is responsible for the Street program. * Continue the URMD agreement with Washington County. 1999/00 Accomplishments: * Complete the implementation of the Hansen streets program. • Increased maintenance and installation of street and traffic ' signs by 5% due to development. Programl_Highlights: • Inspected and repaired all barricades. Continue to recycle sign material t� help hold the costof • the sign program down and to maintain a high standard of , Crack sealed 120,000 feet'of City streets. maintenance on all City streets. • . • Patched streets for Water, Storm, Wastewater and Street Division dig outs and patched potholes with 300 tons of asphalt. Installed 25 speed humps per Council goal. Installed hot plastic for 5 -year cycle. Painted 6,250 feet of curb and 8,433 feet in parking lots. • • • • • • • 117 • • • • • y M jj • • Performance Measurements • 1997/98 1998/99 1999/00 2000/01 • Miles of paved streets 121.00 125.00 128.20 135.20 • • Miles of unpaved streets 2.00 1.00 0.80 • 0.80 • Miles of street swept 120.00 123.00 128.20 135.20 • Miles of roadsides mowed (lane miles) 50.00 52.00 54.00 57.00 • • Street dig -outs per year 10 15 25 60 • Crack sealing (linear feet) 107,444 104,025 122,692 150,000 • • Hot plastic (square feet) 9,000 9,000 9,000 10,000 • • • • Full Time Equivalent Positions • • 1997/98 1998/99 1999/00 2000/01 • Property Division Manager 0.50 0.50 0.50 0.50 Streets Supervisor . 0.50 1.00 1.00 1.00 - • Senior Utility Worker 3.00 3.00 3.00 4.00 • Utility Worker II 6.00 6.00 7.00 6.00 Total Positions 10.00 • 10.50 11.50 11.50 • • Service Level Standards • Complete 150,000 feet of crack sealing. • Patch City streets for an annual of 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 others as per City response standards. , • Grade and rock all gravel roads twice annually. Grade them to remove potholes two times or as needed. • Mow roadside twice yearly. Install 25 speed humps for Engineering. • • Do 20 street dig out repairs. • • • • • • 118 • • d 0 :. >:: >:: >::s:2i:: i >: iii >::iiii; ii iiii::»::»::>::::<:»:»><:::: i::::;:>::»::>>::::>::::::::>::»::>::> z::::::::: i::::: i ;: i ;:;: 5::?:<»<:»::::> :< 3::>: r i:»:: i> :: : ::: i: i�:: i ::>:>:::: ::: i:: ::>:::»:::: :: >:::«: <:: • C t: :i::i::::i:::: >::>::: .: of;T' r ' [Or an < ?> < > > > < :> :: :: :: ;<z > i«' < > mio < >» :: < '? > > i INO WI jf l7 a : 3 : : :: 3 :: ::: >: :: : :: : : : : : : :: : : : : :: : ::: : : :3 : : : : :: : : > : : .:: . .: . : : : <' . ' : . : : ::.:`::: .. ` : . : : : > €:I: . : . :I : : : : : : . : . 3 < . . . . >": : > : :> I 3 . . •..33 . : ;333 . . ... < 33 ... : :: .:. . . . : : ...... ................................ 9.............. .... `.44 :1 :1 : :: 3:1:1 :15 : : : ? : : > :> > : ::* j" 04:: :: ` :M.0'<': 4::: : > : :;; <`: ;:: 0.: : :< < ? >i itiotO ::; < : < :;< :< : :< : :« :< :; :> : : < : : > 33;33 < : : ::' :;: > "< : > : : :_ >.:::: < :` : > : : : : : : : :. : :; : . < : : : : : ° : ::; i . , : : ::........... ..::... :.;. ;. : : .. :.;; > : : :: >;.::;.. u� ... ...... ...... .��c� .tee... : :... .... ro..ec� :..... .t��i >; :: ... . . .............. ' : : :> Descri : #ar :> !::M::: : > : :i » : :' : : : : » :< : : : < : > :: :1997. 8< : : : : : > ::> $9th! : : : : >< :[... 9 ` .. > :: »;3333 .: : : :: : > : : : : : : : > : : : . : : : : : : : :<..... : :? . . : >< :; :`< :<<.. .. 1 . 9 :.............'1.9 Jl ... .........2i}a0f.01............. 20000 .1...........2fS9il<lEt1 :< »i Personal Services ' • Positions 10.00 10.50 11.50 11.50 11.50 11.50 Wages $296,244 $377,607 $506,014 $513,801 $518,372 $518,372 Overtime' 4,748 7,710 9,614 8,000 8,000 8,000 • . Worker's Compensation 19,329 17,257 18,182 11,795 19,385 19,385 Payroll Taxes 25,284 32,036 42,110 42,584 42,971 42,971 Retirement 25,329 31,522 42,557 49,077 49,579 49,579 . Group Insurance 22,910 36,610 46,459 58,511 - 59,564 59,564 Total Personal Services $393,844 $502,742 $664,936. $683,768 $697,871 $697,871 ' Materials & Services . Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 98,829 107,150 142,419 146,649 153,496 ' 153,496 Repair& Maintenance 102,321 133,199 ' 148,558 153,412 153,412 - 153,412 • Special Dept. Expense 3,143 5,482 4,870 4,970 4,970 4,970 • . ' Small Tools &. Equipment 0 0 .0 9,810 ' 9,810 ' ' 9,810 . Office Supplies 195 56 500 3,184 . 3,184 3,184 . • Advertising & Publicity 1,472 1,083 1,700 1,600 1,600 1,600 . Fees /Dues /Subscriptions 901 340 560 360 360 360 Travel & Training 1,756 3,165 3,300 4,860 4,860 4,860 . Fuel Expenses 5,557 8,142 ' 8,000 9;000 9,000 9,000, Computer Software 336 0 0 • 0 0 0 Rents & Leases 1,840 7,717 ' 14,500 11,300 11,300 11,300 Utilities 129 111 100 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 $216,479 $266,445 $325,507 • $346,145 • $352,992 $352,992 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 10,098 , 9,274 59,850 75,700 75,700 75,700 • • Total Capital Outlay . $10,098 $9,274 $59,850 $75,700 $75,700 $75,700 Total Budget Unit. $620,421 $778,461 $1,050,293 $1,105,613 $1,126,563 $1,126,563 • . 119 • 1..Ad f teet..Maintenance.. :.: P • rogram Results: 2000/01. Goals and Objectives: • All vehicles are properly maintained to optimize usage and Increase utilization of State and other governmental • production of the departments served. contracts for purchases. • The fleet meets or exceeds all applicable State and Review City -wide fleet operations for possible creation of a • Federal requirements. central City fleet operation. • Service is provided promptly to all the divisions that are Program Highlights: • supported. • Continue to evaluate the usage of each piece of equipment and rotate within' the City fleet for optimum usage and • Program Description: maximum life cycle. • • The Fleet Maintenance Supervisor is responsible to the • Property Division Manager for organization and operation • of the Fleet Maintenance Division. Major on going functions of the Division are maintenance and repair of all • City equipment, including cars, light and heavy trucks, off - road equipment, and stationary power equipment; maintaining equipment records; parts inventory control for • Fleet operations; compliance with DEQ emissions • • program; proper waste disposal and recycling; welding and fabrication projects; fuel storage and dispensing • equipment; and providing parts purchases and department • support. • 1999/00 Accomplishments: • Review equipment requests with an eye toward leasing • vehicles from the State in lieu of purchase. • Implement Hansen Windows program to track vehicle and equipment costs repair costs. • Inventory and assign equipment numbers to all small power equipment to track costs. • Standardize hydraulics in sanding trucks to accept either • sanding unit. • Develop program for DEQ vehicle inspections at test • centers to comply with new testing regulations. • • • • • • S • • • • 120 • • Performance Measurements 1997/98 1998/99 1999/00 2000/01 Number of Public Works rolling stock 71 78 79 81 . Number of Police vehicles 32 36 43 46' Number of rolling stock from other divisions 16 18 18 20 Total number rolling stock 119 132 140 . 147 Full Time Equivalent Positions . 1997/98 1998/99 1999/00 2000/01, • Fleet Services /Facilities Coordinator 1.00 0.50 1.00 1.00 • Mechanic • 1.00 2.00 2.00 2.00 Total Positions 2.00 2.50 3.00 3.00 ' • Service Level Standards Emergency situations that occur within normal working hours, City staff will respond within fifteen minutes of notification. Complete scheduled maintenance within five days of schedule date. After normal working hours, City staff will be on site within Fifty -five minutes of notification. • 121 . • • . :::A . cf. � ::. <: >:: :::::>:<::<:>: : >::;: >: <:<:::; >:<:: <>:::::.:. ;::::><:>:>:» :::>::»::>::>:::::<:::;::«: »:::<: >:<::: »:<:< >::.:: >:::;: «: 'I'1 rd ..L1re czrr :.............. ............................... ..... ........ e ............ Heat M0.01 er anas ............... 5:::........... .::.:::::::i: : ::.::::::::::: : 14.u. t*: .. - » >::::>:::;: >::: li# Actual_ ':. . • .. . .}.Ac ` t::al .:: :::chi ?( ?d:% 0 : . . . ... 1 : . <p'0 ;`; :p; 2 rav e . j ?: do : : : : t ` - :. . ::;::;:: »::: >:<: » : >< ::. : : • :. : ,.:> :; : : : >::<::: >:::: : . : : :: ..:.... . ... .::... ual ...........fka ed.....1?r used........ ed .: ::: ><?pescr : ion' > >» > <> ><< > ;;;.;: <::.;: ........:... ..' t��71 9�:»:<:' f�9' 8��99>;< �' f�; �! 9IQ0.>'> �>< �41QOlb 'I` =<> < >: >��;p::`.: >< >< >: : :�: >':> . : ?><:::>:::>::::: >?::«:>:<:> :................... R.....:...::.::::.:::.:.:::::............................................................................................... ..............:..: ..... x..10'1.::..: �£1Q01t�'1: • . •• Personal Services • Positions 2.00 2.50 3.00 3.00 3.00 3.00 Wages $80,264 $85,440 $119,832 $125,996 $125,996 $125,996 • Overtime 2,713 1,739 2,519 1,000 1,000 . 1,000 • Worker's Compensation 3,134 2,835 3,034 3,283 3,283 3,283 • • Payroll Taxes 7,117 7,352 10,360 10,756 10,756 10,756 Retirement 9,259 7,251 12,698 13,087 13,087 13,087 • • Group Insurance 8,607 11,112 12,083 14,823 14,862 14,862 . Total Personal Services $111,094 $115,729 $160,526 $168,945 $168,984 $168,984 • Materials & Services • • Water Costs $0 $0 $0 $0 ' $0 $0 • Prof. & Contract Services 2,555 3,220 5,683 8,201 8,201 8,201 Repair & Maintenance 7,752 9,916 8,100 8,100 8,100 8,100 • Special Dept. Expense 340 832 1,000 930 930 930 • Small Tools & Equipment 0 0 0 2,600 2,600 2,600 • Office Supplies 40 28 100 1,784 1,784 1,784 Advertising & Publicity 0 425 0 0 0 0 • Fees /Dues /Subscriptions 273 45 400 100 100 100 4 0 Travel & Training 627 520 1,525 1,775 1,775 1,775 Fuel Expenses 852 276 800 1,965 1,965 1,965 O. Computer Software 0 0 0 0 0 0 • Rents & Leases 0 0 0 0 0 0 Utilities 8 0 100 0 0 0 • Insurance 0 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 . Total Materials & Services $12,447 $15,262 $17,708 $25,455 $25,455 $25,455 • Capital Outlay • Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 ' 0 3,400 3,400 3,400 ' 1111 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 572 2,175 4,050 0 0 0 • Total Capital Outlay $572 $2,175 $4,050 $3,400 $3,400 $3,400 • gr Total Budget Unit $124,113 $133,166 $182,284 $197,800 $197,839 $197,839. • • • I. 9 • 122 • • • • rr..p..r � .:.:::.........:..... .... :.:._... ..:... .........:....:.. �:.:..:..:::::....;.... ......:t�ucl��t.�r�t #..; >:::2�� Program Results: • 2000/01 Goals and Objectives: Clean, safe, well maintained facilities create the optimum Consolidate contracts with vendors to improve working environment for City employees and preserve the effectiveness and reduce cost. • citizens' investment in facilities. Increase additional electrical power.to provide additional Program Description: heating sources. • • The Property Management Division is responsible for the Implement a HVAC unit replacement program for City • cleaning, maintenance and repair of all City facilities. The facilities. • division administers the janitorial contract for cleaning of City facilities. There are two Building Maintenance Develop facility maintenance schedules to improve labor employees and one Building Maintenance Supervisor who efficiencyand reduce cost. report to the Property Division Manager, who .reports directly to the Public Works Director. Continuation of ADA upgrades to facilities. • 1999/00 Accomplishments: Develop an equipment change -out program. • Provided . a more secure working environment for Program Highlights: • employees by implementing the card lock security access system. Implementation of HVAC replacement program, and • continuation of ADA upgrades to provide an enhanced Consolidated fire sprinkler, fire alarm, fire extinguisher and work 'environment for City employees and preservation of emergency exit lighting service and testing as well as fire citizen investments. and security alarm monitoring into one contract. • . The FY 2000/01 budget includes funds for utility costs for • Implemented approved ADA upgrades. all City buildings. This expense was formerly budgeted in General Government (Citywide Support). Completed Requests For Action (RFA) within two working • days of submittal. • . Initiated HVAC unit replacement schedule • Used funds prudently for efficient use of tax dollars. ' • • Performed facility seismic upgrade analysis. • • • • • • • 123 • S r • • • Performance Measurements 1997/98 1998/99 1999/00 2000/01 • - • • Number of City facilities 16 16 16 18 • Number of outside contracts used 5 5 9 5 • Number of employees supported 221.16 242.02 252.20 254.25 • FTE FTE FTE FTE • • Full Time Equivalent Positions • 1997/98 1998/99 1999/00 2000/01 • Building Maintenance Technician II 1.00 2.00 2.00 2.00 • Building Maintenance Supervisor 0.00 0.50 1.00' 1.00 • Total Positions 1.00 2.50 3.00 3.00 • • 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 annually. • • Adjust time clocks in City Hall, weekly. • • • • • S • • • • S • • 124 • •. • : :: < » > >?> ><< >< < >>> > >I > ?:: : :?iz : >: : i!.' > >`> s :> »< : > :> . • Pr : >::�ert 1.VMa to eme �t'i <` : <': :: ><: >::: > €> < < >`> »:I: €: >: > >: > : >::» >i: >> ::: »> »: >:: >':: ::::: >: >': >:> :: ><? <:€::<€<: €: € >[: ::: €<:`?<::><::_>:::: ::Mi : ::uA >:: <:: <:flit ?> `>;` iii260 :.:::: �':::.::::.: � :. :::.::::::.:.:.:.::.:.::::. ..::. .:...::.:.::::::.. Bad atClrtttt 2760 :'`s<<::: €< :: :::: < :`< ::::<:< ><: :::: >< ;_: >' ; >< :: >:: >:: < : : € : : : :: Ac u .....::: : :.... A lkdia tdd .........f? r osed.... . . .A itAi . A :.;::::::.: :::.:::;;•. >..... :...... .................... ..... .'1:ii.0]0Ct;::A00 0............00QQ...........: O.Q. Q4Q' I...........406Q60...i4QQ1Q'6 Personal Services . Positions • 1.00 2.50 3.00 3.00 3.00 3.00 Wages $25,322 $57,930 $112,154 $101,568 $101,568 $101,568 Overtime 121 1,988 880 500 500 500 Worker's Compensation 1283 1,110 3,269 2,979 3,223 3,223 • Payroll Taxes 2,119 4,811 9,571 8,644 8,644 8,644 Retirement 2,040 2,850 • 9,149 10,587 10,587 . 10,587 . Group Insurance • 8,332 22,381 12,033 12,521 12,530 12,530 • Total Personal Services $39,217 $91,070 $147,056 $136,799 $137,052 $137,052 . Materials & Services • . Water Costs $0 $0 $0 $0 $0 $0 _ Prof. & Contract Services 125,250 228,757 164,974 160,298 .160,298 160,298 Repair & Maintenance • 17,524 37,766 44,250 48,320 48,320 48,320 . Special Dept. Expense 251 523 1,000 1,000 • 1,000 1,000 . Small Tools & Equipment 0 0 0 1,500 1,500 1,500 ' Office Supplies • 42 11,041 300 12,200 12,200 •12,200 , ' Advertising & Publicity 285 1,298 2,425 2,000 ' 2,000 2,000 . Fees /Dues /Subscriptions 113 35 650 900 ' 900 900 . - . Travel & Training 534 1,110 , 1,300 650 - 650 650 Fuel Expenses , . 130 461 1,600 2,000 2,000 2,000 ' Computer Software 0 '0 0 0 0 0 Rents & Leases ' 869 • 309 4,500 1,600' 1,600 1,600 -' Utilities • 29 200 ' 150 201,140 201,140 .201,140 ' Insurance 0 0 0 0 0 0 ' Library Materials 0 0 0 0 0 0- Total Materials & Services $145,027 $281,500 . $221,149 $431,608 $431,608 $431,608 Capital Outlay ' - Land & Improvements $0 $0 • $0 $0 $0 $0 Building & Improvements 0 • 0 125,900 182,500 182,500 182,500 ' Vehicles 0 0 0 0 0 0 ' Office Furniture & Equipment 0 0 5,750 0 0 0 Computer Equipment 0 0 0 0 0 '0 • . Operation Equipment 0 0 1,700 0 ' 0 0 Total Capital Outlay $0 $0 $133,350 $182,500 $182,500 $182,500 ' Total Budget Unit $184,244 - ,$372,570 $501,555 $750,907 $751,160 $751,160 125 • • • • Program Results: 2000/01 Goals and Objectives: • Tigard has a safe and reliable water system that meets or Through the use of our water conservation programs, we • exceeds all EPA,and Oregon Health Division standards for realize a 1% reduction in peak season demand per person • water quality. All the while, efficient water service is per day. provided under normal, peak, and emergency situations. 1• Pursue the development of regional and subregional water • source development. Program Description; • Expand our water main flushing program, so that the entire The Water Division's primary responsibility is to maintain, distribution system is flushed on an annual basis. ID repair and expand the water system, while at the same • time providing a dependable water supply of the highest quality to its customers. The Tigard Water Service Area is Program Highlights: • comprised of the cities of Durham, King City, two thirds of • • Tigard and the unincorporated areas of Tigard Water Plan the development of a water efficient demonstration District. The Water Supervisors report to the Utility garden at the Tigard Water Building. This demonstration • Division Manager, who is responsible for the Water . garden, once completed, will be used as an educational • program. tool to show citizens that outdoor water conservation doesn't have to mean rocks and cactus that it can be a • 1999/00 Accomplishments: very attractive landscape for home or business. • Expand the current level of Water Conservation programs • SCADA system was successfully upgraded (both computer to include workshops on landscape design and and software) to be Y2K ready. Systems were tested and maintenance in the Tigard. Water Service Area. • certified ready by December 6, 1999. • Continue the pilot residential outdoor water audit/survey Completion of 3,000 lineal feet of 24 -inch water main along program and expand it to a full -blown program for the • SW Beef Bend Road. This project was successfully Tigard Water Service Area. ID partnered with Washington County as part of their MSTIP 3 project. • •. • S S S S • S • S • • S • • • S • • • 126 • T • W ate ` < > >> >><' >< >< >' >': > > >> < < ><' <'' ':`« >< > >: > >r` ><` > :« >� �r< ..:: Performance Measurements 1997/98 1998/99 1999/00 2000/01 • Number of outdoor residential water audits 12 40 50 150 Number of attendees at youth education presentations 0 10 26 • 34 Number of conservation workshops 0 1 • 1 2 • Miles of pipe flushed , 214 216 220 225 Number of meter connections 14,309 14,800 15,300 15,600 Number of water wells • 4 4 4 4 • Water storage capacity (mgd) 21.0 24.5 24.5 24.5 Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 . • Utility Division Manager 0.50 0.50 • 0.50 0.50. Operations Manager 1.00 0.00 0.00 0:00 . Water Operations Supervisor • 1.00 1.00 2.00 • ' 2.00 . Senior Utility Worker • 3.00 3.00 • 3.00 3.00 Water Works Inspector 1.00 1.00 , 0.00 0.00 Water Quality Program Coordinator 1.00 2.00 2.00 3.00 Utility Worker II 7.00 7.50 7.50 7.50 . MicroComputer Specialist 1.00 1.00 0.00 0.00 Engineering Technician II 0.00 • 0.00 1.00 1.00 • Water Resource Specialist 0.00 0.00 1.00 0.00 • Total Positions 15.50 16.00 17.00 ' 17.00 . • 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 fifteen minutes of notification. Emergency situations that occur after normal working hours will be responded to within forty- five minutes after notification. Respond'to citizens inquires within twenty -four hours. . Read one half of the meters within the Water Service Area monthly. Water meters will be installed within seven working days of purchase. Water, sanitary sewer and storm sewer lines to be located within forty -eight hours of notification. • Assist in designated community events in a manner that promotes good will between the City and the • Community. , , 127 • ::2OQ : y, o p : < : : ;>::::>::::>::::::::>:::>:::: »iill:>:«:::;«:: >:<: >:::>:<:: :::::::::::::: ::::<:::::::i ::::<:::::::<::i::::::::::::::::>:::>:::::: s:<::::<:: ii:::: i:::::::<::: i::::::::: ::s::::::<::::::: :;::: :::::::> :: i:::::0::<::::::: :: :::: >:::: >:«s:::::::: :<::::> ::::: • }y�33 ::<::>:::�<:>:::»:>:::>>;>::.»:::::>::::>::»:«:::>:«:>::<»<:,>:::::»::>:<:>:>::>:::: >:: >:<: >:: < ::::::::::...... of d . .Qre an ............................ `IF, ( • Water:' iiiii ;;;: ; `:ii:::i ::::::: r :::`::: ::; ` } :::: ?::::��: iiiiii'::' ± : <; :? ;:' : : - :y ini::::::: %: ig: : : :::: i:::'::::::: ii :: : i:>: ':'.'•: ?::'::: ::: _? ? ::::::::::::::::::::::::::::::0 dget ::� ''' Y •� :: ' ::::2 ::;:: ',• :'.... - i :: i�. ::::::::: • : : ::<:::< >:: : ::» :: ::> ::: >::<: ::::::::i: >:::: :: >: :::> .<:::0:::<:: :::::: ::::::::::::::::'::0 :: :.. ual . :.. . . . . ... : : :: . . . . . Adn tedo:::. e . :::::::::::.::::::::::::::.:.:::.:.::......................................................... ........... �n . ns �� ..rc�ired .ted::: : :::::::::: i:.:::::;.:.;:;:.;:.;:•;:.;:.>::::: i::::<: i::::::::::<:> i::>:;:;:>:<:>«>::»»<::»::.:;::;:.:;<.::;:.:;:;::::::::<:>::>::>::»:;::.;::::;«::.<:<.: >:: »: »:::: »::;.::.:::.;:.;.::,; : : : � ::::::: ii:::: iiii:: ii :.:...:.:...:..:..::...:...:.:::;: • ........... 19. 9` �1{ 34::::::>:::»::> i:: 20f# Qli3 'I::i::i::::ii::::i:<:^sOEiL#t :. >:: >:: >:.;:.:: >::> <:::i • Personal Services • Positions 15.50 16.00 17.00 17.00 17.00 17.00 • . • Wages $421,888 $503,837 $616,081 $660,595 $667,078 $667,078 • • Overtime 20,993 23,741 23,803 26,200 26,200 ' 26,200 ' Worker's Compensation 11,020 9,162 10,154 11,882 10,293 10,293 • Payroll Taxes 42,032 43,332 54,183 58,169 58,718 58,718 • Retirement 45,763 42,651 65,127 ' 66,531 67,244 67,244 Group Insurance 49,913 49,487 79,794 94,973 96,716 96,716 411 Total Personal Services $591,609. $672,210 $849,142 $918,350 $926,249 $926,249 • • Materials & Services • • Water Costs $2,094,245 $2,195,024 $3,275,100, $2,750,000 $2,750,000 $2,750,000 • Prof. & Contract Services 249,778 234,343 . 264,430 . 143,390 . 143,390 143,390 • Repair & Maintenance 140,308 195,997 235,400 177,900 177,900 177,900 • Special Dept. Expense 10,213 6,875 7,084 6,840 6,840 6,840 Small Tools & Equipment 0 9,015 0 25,575 25,575 25,575 • Office Supplies 6,728 2,016 3,000 .1,500 1,500 • 1,500 Advertising & Publicity 13,940 23,573 69,740 84,465 84,465 84,465 •. Fees /Dues /Subscriptions 3,421 6,742 6,320 • 3,956 3,956 3,956 • Travel & Training 7,797 8,352 10,000 10,502 10,502 10,502 • Fuel Expenses 13,789 15,656 15,000 . 16,000 16,000 16,000 Computer Software 929 9,176 0 0 0 0 Rents & Leases 835 159 3,000 5,100 5,100 5,100 Utilities 3,455 4,918 4,000 4,100 4,100 4,100 • Insurance 1,437 1,180 1,000 1,000 1,000 1,000 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $2,546,875 $2,713,026 $3,894,074 $3,230,328 $3,230,328 $3,230,328 Capital Outlay . • • Land & Improvements $24,093 $54,140 $36,500 $20,000 • $20,000 $20,000 • Building & Improvements 3,024 0 0 0 0 0 Vehicles 28,579 72,083 40,000 . 50,000 50,000 50,000 • Office Furniture & Equipment 2,404 1,196 . 0 0 - 0 0 • • Computer Equipment 5,094 7,471 0 0 0 0 Operation Equipment 42,709 15,093 92,090 5,500 5,500 5,500 • • Total Capital Outlay $105,903 $149,983 $168,590 $75,500 $75,500 $75,500 • • • Total Budget Unit $3,244,387 $3,535,219 $4,911,806 $4,224,178 $4,232,077 $4,232,077 • ' • • •' • • • 128 • • Development Services Program Community Development Administration Building Inspection Current Planning Long Range Planning Engineering Street Lights & Signals l I' 41, fb City of Tigard, Oregon p City of Tigard, Oregon Development Services 111.1ffiLA Maraj Community Development Engineering :7 Building Current ' " Long Range ' Street Lights Administration Engineering Inspection Planning Planning & Signals azmattami nouto,, gm-Ts wat ) ommez rawatri # Positions 52.00 53.00 50.00 46.50 46.50 44.00 Personal Services $2,509,105 $2,644,637 $2,908,668 $2,832,609 $2,845,458 $2,743,479 . Materials & Services 715,954 655,278 958,831 955,565 955,565 955,635 Capital Outlay 75,023 86,828 70,220 5,800 5,800 5,800 Total Development Serv. - by Category $3,303,715 $3,386,743 $3,937,719 $3,793,974 $3,806,823 $3,704,914 ' Community Development Administration $508,345 $526,863 $580,768 $546,081 $551,214 $304,211 Building Inspection 978,134 972,686 1,154,894 886,129 886,133 913,394 Current Planning 351,567 353,077 374,636 386,947 390,637 508,470 Long Range Planning 258,428 263,033 349,930 421,574 425,596 425,596 Total Community Dev. -by Department $2,096,474 $2,115,659 $2,460,228 $2,240,731 $2,253,580 $2,151,671 Engineering $880,505 $976,534 $1,049,991 $1,153,243 $1,153,243 $1,153,243 Street Lights & Signals 326,736 294,550 430,000 400,000 400,000 400,000 Total Engineering - by Department 1,207,241 1,271,084 1,479,991 1,553,243 1,553,243 1,553,243 Total Development Serv. - by Department $3,303,715 $3,386,743 $3,940,219 $3,793,974 $3,806,823 $3,704,914 129 •s IP •• • • • • • • • • • ••• • • •••• vr ICI co U . ...............:....... Community Development g Administration Building :'r Current s;, Long Range Inspection Planning Planning i s ":P' ?: f s # Positions 38.00 38.50 34.50 31.00 31.00 28.50 Personal Services $1,736,843 $1,795,152 $1,969,237 $1,827,621 $1,840,470 $1,738,491 Materials & Services 305,220 283,708 456,721 413,110 413,110 413,180 Capital Outlay 54,411 36,800 34,270 0 0 0 Total Community Dev. - by Category $2,096,474 $2,115,659 $2,460,228 $2,240,731 $2,253,580 $2,151,671 Community Development Administration $508,345 $526,863 $580,768 $546,081 $551,214 $304,211 Building Inspection 978,134 972,686 1,154,894 886,129 886,133 913,394 Current Planning 351,567 353,077 374,636 386,947 390,637 508,470 Long Range Planning 258,428 263,033 349,930 421,574 425,596 425,596 Total Community Dev. - by Department $2,096,474 $2,115,659 $2,460,228 $2,240,731 $2,253,580 $2,151,671 130 • • :Ado ti✓d t ud' gt :> < »i ::: :<: : :: :_«::: > : : : > :> > >> > >> > :; : : :: :: < : : »: ; : :;' : : < :: >': ::< :: < : :< :> <; : > rya tti' :Or��'g < < >' > >» > < >» «< > > > < > >> < » < > >` ::::::::g • . i:: : :i: : ::v' :: : . .' ::. ii-:i:i:i:i: '': Si: j<i:i:i::i:::::':i:i' i::.i:L ? ::<! tii : : iiii: i::::; ry:::i: "'i:':i:i'::i}":ii' : ; ct�t�tm�: rrtitv:: tvevott�p�men�:: �umghistedititrtt:: .. : : >: : »:< : : . >: : :.:>::>:: >: : : : >: : >: : >: :: >:< >: ct k.... •. Program Results: 2000/01 Goals and Objectives: • Leadership and management are provided for the growth Accept Visa /MasterCharge at the Community Development • and development of Tigard, consistent with community counter. • • goals. Provide internet access to and use and building forms. • • Accurate and timely information and assistance is provided • regarding development, development regulations, permit , • . processing, and issuance. I• Program Highlights: •• Program Description: Program includes funds for the implementation of the • The Community Development Department includes the Downtown Plan that is being initiated by the Tigard Central • Long Range Planning, Current Planning, and Building Business District Association. Divisions. . • A reorganization in the department resulted in a reduction • The CD Director is responsible for the overall management of 6 FTE in CD Administration. Three DSTs and one DSS of the functions of the department, which includes • were transferred to the Planning and Building Divisions. • • • community planning; administration of the Development One DST position was eliminated. The DSTs were retitled • Code; parks planning and development; building plan as Permit Specialists. The DST Supervisor was reassigned review and inspections; general economic development to Permit Coordinator and maintained in CD Administation. • activities; and,customer service at the front counter. The Administrative Specialist I (Receptionist) position was • also eliminated. • 1999/00 Accomplishments: • • Completed purchases of lands identified through Metro , • Greenspaces program. • • Assisted Engineering with the City's transportation , • improvement program. • Assisted the Tigard Central Business District Associaton in • developing a plan for the downtown. • Implemented the City's master plan for parks. • Established an annexation policy for the City. • Continued to support intra -city Tri -Met Bus service. • • • • Initiated CD Visioning goals and strategies. • • •. • . • • • • • • • • • • • • 131 • 1.... d �# � P.. Performance Measurements - 1997/98 1998/99 1999/00 2000/01 Customers served at the CD counter 9,500 10,000 10,000 N/A Customers served by DSTs on the phone 10,650 11,300 11,000 N/A Permits issued (includes land use permits; building, plumbing, sewer, electrical, 4,480 5,000 5,700 4,100 mechanical, street opening and misc. permits) Accurate,and timely permit information /coordinated with counter customers N/A N/A N/A 1,000 Note: The above listed performance measurements also apply to Building and Current Planning Divisions. Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 Director of Community Development 1.00 1.00 1.00 1.00 Senior Administrative Specialist 1.00 1.00 0.00 0.00 Development Services Supervisor 1.00 1.00 1.00 0.00 Development Services Technician 5.00 5.00 4.00 0.00 Administrative Specialist I 1.00 1.00 1.00 0.00 Development Services Specialist 0.00 0.00 1.00 0.00 Confidential Executive Assistant 0.00 0.00 1.00 1.00 Permit Coordinator 0.00 0.00 0.00 1.00 Total Positions 9.00 9.00 9.00 3.00 Service Level Standards Bi- weekly division meetings. Monthly department meetings. Department Director is liaison to City Council and Tigard Central Business District Association. Department Director attend periodic meetings of Chamer of Commerce as ex- officio member. Permit issues /compliance questions addressed and resolved by Permit Coordinator. 132 . • • ` :: : : € : € :s :;: : : :: : : ::' :: : :: : < € €: > :: € :; .MM::€: ;:'. : : :: :<::: : :: :: : : >s::: :s > :: '> is >; :< `:: € :; > : >': : > >::?< > <> «< < > Iiii :i : ::: ><: €:: :i : ' :€ > ><> <<> > >: : ::: .91.1 : :,. :: : : : : : :: :: ?: :: : ;: :: t ; : : : :::: ag : : : : : : : : :: : : : :: : : :: . . a d e.. U ni €.. .. ............. . 2210 . Cv€rrm�#rxi..:tJevglo . manfi �4dt' nrnIs# ta...►.. c�Ct .................................................:...::.::::: ::: :::::: ::: ...>:.:.:Bu......... 9.::::::::. .::::::.:::::::::::::.:. : > :: :: >�< > : ><tkt{o to .. "` " [[ ` .ro..ed .. Ada text... • Personal Services Positions 9.00 9.00 9.00 • 8.00 8.00 r. 3.00 ' • Wages $302,107 $321,877 $361,381 $347,084 • $351,362 $168,159 • ' Overtime 5,637 164 0 400 ' 400 . 0 Worker's Compensation 1,308 ,1,081 834 831 840 • 455 s • . Payroll Taxes • ,25,753 2.6,500 30,209 29,136 29,498 ' 13,948 Retirement 29,452 29,890 37,353 36,347 36,81.8 . 18,498 . Group Insurance 28,488 ' 24,285 39,389 42,608 42,621 13,716 • Total Personal Services $392,745 $403,797 $469,166. $456,406 $461,539 $214,776 . r • Materials & Services . • • Water Costs $0 $0 $0 . $0 $0 . ..$0 • Prof. & Contract Services 66,276 82,840 61,000 41,900 41,900 41,900 • Repair & Maintenance 2,612 717 2,470 - , 4,230 • 4,230 '4,230 Special Dept. Expense 743 799 '300 200 200 • 200 ID Small Tools & Equipment 0 •0 0 0 .0 0 • • Office Supplies 17,943 22,039 25;010 27,635 '27,635 27,635 Advertising & Publicity • 577 2,057 300 0 0 0 . • Fees /Dues /Subscriptions 435 616 3,400 7,435 7,435 7,435 . 0 . Travel & Training 5,609 5,263 13,120 . 6,980 6,980 • 6,740 Fuel Expenses ' 319 302 . 710 720 720 720 • Computer Software 85 790 0 0 0 0 4 . Rents & Leases 0 . 0 0 0 0 0 Utilities 26 193 572 . 575 575 575 • . Insurance 365 0 0 '0 0 0 • Library Materials • 0 0 0 0 0 0 • • . • Total Materials & Services $94,990 $115,616 $106,882 - $89,675 • ' $89,675 $89,435 . • Capital Outlay . . • Land & Improvements $0 $0 $0 $0 • $0 • '$0 . • - Building & Improvements 0 347 0 0 0 0 • a Vehicles 0 0 0 • 0 0 0 i . .Office.Furniture & Equipment 3,000 1,570 4,720 0 0 0 Computer Equipment 17,610 5,533 0 0 . 0 0. , • Operation Equipment 0 0 • 0 0 0 0 • Total Capital Outlay' $20,610 $7,450 $4,720 . • ' $0 . ' '$0 $0 0 . • Total Budget Unit $508,345 $526,863 $580,768 . $546,081 $551,214 ' $304,211 . • • • . • • . • 1 33 • ......... ..................... :.::...... EY20F1f)`._Q1!Acto ..:.> ::::::::.:....................................................................................:.....:.....................:..:.....:.....:....: :.::::......................... � p � • Program Results: 2000/01 Goals and Objectives: 1., Buildings are constructed and built to the State of Projected to provide plan review and inspection Oregon specialty codes and are safe for all services for approximately 5,500 building, site, occupants and users. electrical, mechanical, sewer, plumbing 2. Existing housing is safe, habitable and in good manufactured home permits. repair. 3. Accurate records of building permits and Provide services under the Housing Inspection inspection records are maintained. Program. 4. The Building Division is supported by a dedicated fund with permit fee revenues. Provide enforcement of Title 14 of the Tigard Municipal Code and other related codes and 1999/00 Accomplishments: ordinances. Provided plan review and inspection services for Continue to evaluate all areas of service provisions • approximately 5,500 building, site, electrical, and enhancements. mechanical, sewer, plumbing, and manufactured home permits. Program Highlights: Housing Code program has run smoothly and has This year's budget reflects a decrease from 15 to been very effective in resolving housing code issues. 12.5 full -time employees. The decrease in workload over the last two years necessitates the elimination of Continued to provide enforcement of Title 14 of the one Senior Inspector and one Supervising Plans Tigard Municipal Code and other related codes and Examiner position. ordinances. Due to a reorganization, 1.5 Administrative Specialist Had a successful program review in November, 1999 positions are being eliminated. One Development by the State of Oregon Building Codes Division. Service Technician is reassigned to Building as a Permit Technician. One Development Services Specialist is transferred from Community Development Administration to Building as a Permit Specialist. The Division forecasts a decrease in the construction of multi - family apartments this fiscal year. Many contractors are opting to construct row houses in lieu - of apartments. There will be an impact on revenue and decreases in projected building valuation. 134 • . 0. : :: ..... o";t d Burl otimiim iimi < <> s> » > ; » < < «> <7 > <«« <> [7> s [> > < >> << <? < <> s <`' <>' < i< [ y < <[ < ` . ....................:.. • • Performance Measurements 1997/98 1998/99 1999/00 2000/01 • Single family units (Tigard) 147 225 190 170.0 , • Single family valuation (in millions) (Tigard) ,$30.8 $47.0 $40.0 $34.0 • Single- family units (URB) 188 210 210 160.0 Single- family valuation (in millions) (URB) $29.5 $33.0 $34..0 $26.0 • . Multi - family units (Tigard). 375 ' . 372 337 - 0.0 • Multi- family valuation (in millions) (Tigard) $0.5 , ' •$23.0 $21.0 $ - Multi- family valuation (in millions) (URB) $0.2 $0.0 . $0.0 •$ - ' Commercial valuation (in millions) (Tigard) $45.4 $38.0 $50.0 $ 50.0 • Total valuation (in millions) (Tigard) $76.6. • $1.08.0 $111.0 $ 85.5 • Total valuation (in millions) (URB) $31.0 $33.0 $34.0 $ 26.0 Number of inspections (Tigard) 16,077 .. 19,000 . 18,000 16,400 0 Number of inspections (URB) 7,349 8,000 8,000 , 6,150 e Total number of permits (Tigard) 3,668 '4,050 . 3,800 3,600 • Total number of permits (URB) 1,224 1,650 1,650 . 1,500 Full Time Equivalent Positions 1997/98 1998/99 1999/00 • 2000/01 • Building Official 1.00 1.00 1.00 ' 1.00 . • Inspection Supervisor 1.00 1.00 1.00 1 .00, • Plans Examination Supervisor 1.00 1.00 ' 1.00 0.00 Senior Plans Examiner . 0.00 1.00 ' 1.00 1.00 ,' • Plans Examiner . 3.00 2.00 . 1.00 ' 1.00 . • Senior Inspector 3.00 3.00 3.00 , - 2.00 Inspector II ' 5.00 4.50 2.50 . 2.00 Inspector I 2.00 - 3.00 2.00 2.00 . r e . Administrative Specialist II . • 1:00 2.00 2.00 , 1.00 . Administrative Specialist I . ' 1.50 0.50 0.50 0.00 Permit Technician 0.00 0.00 0.00 1:00 • Permit Specialist • 0.00. ' 0.00 . 0.00 0.50' • Total Positions 18.50 19.00 15.00 12.50 Service Level Standards • . •. Inspection requests received on the inspection phone line by 7pm will be performed the next.business day (some next • day carry over may be necessary on days of peak workload combined with staff shortages). . • Single- family plan review - average turnaround time is two weeks from receipt of application to initial plan review , . • (contacting applicant of approval or disapproval of plans). • Commercial plan review - new /additions average 4 -6 weeks (large or complex structures may take longer). Alterations : • tenant improvements, etc. - 1 -3 weeks (contacting applicant of approval or disapproval of'plans). NOTE: some single - family and commercial plan reviews may qualify for our "over- the - counter" plan review service ' 1 0 ' pursuant to the over - the - counter review criteria. With current staffing levels, service standards are being met. • • • • ' ' • • • - 135 • .................... F:: <> :D Q *(. t `AfIC# ::BEd B ... ....................... :m: ,, .. .... .. ........................ ::. ., ....: :...:,. :. „, ::. ....„..„... .,. ..:.: .: :.::: „,„„„:::. :......................... l3u €Id ng l n5p.otio.i.1 ......:::<::::;:.;:. ; . ;:.. ;. . >: .. ;:;...... :: Boga €. <.:.... . : : . . . . : : . . . . : i a:><: ><::::>:: >: >Actuai : ::: >!:jid°` » :lProposed : >:::A prov l: > :: dopted ::::. Ado tel.. P ::..: ..; ::.> .:.:::.: ::.... PIS.:... ...... ... ...... .. .... .... . Ies0P ..: n .:....::......:... $ ' `. ..: ....:...:.. 9713````.::;;::.:.:. .......:... .. ..... : ..... :.:.:..1.. :..:.::. ....... .... :.1. �tfQ .......OtO.'1.; Personal Services Positions 18.50 19.00 15.00 12.50 12.50 12.50 Wages $638,590 $656,873 $710,941 $579,736 $579,740 $589,816 Overtime 9,079 1,523 0 5,000 5,000 5,200 Worker's Compensation 6,543 5,967 5,680 3,976 3,976 4,017 Payroll Taxes 55,081 55,228 60,200 49,523 49,523 51,185 Retirement 58,040 58,114 72,911 59,207 59,207 61;148 Group Insurance 45,898 61,918 62,908 55,547 55,547 68,698 Total Personal Services $813,231 $839,623 $912,640 $752,989 $752,993 $780,064 Materials & Services Water'Costs $0 $0 $0 $0 $0 $0 J Prof. & Contract Services 93,832 59,979 75,500 30,000 30,000 30,000 Repair & Maintenance 4,889 6,031 10,430 8,630 8,630 8,630 0 Special Dept. Expense 11,325 9,376 • 34,500 31,200 31,200- 31,200 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 274 979 0 1,000 1,000 1,000 411 Advertising & Publicity 1,523 1,963 660 440 440 440 0 Fees /Dues /Subscriptions 832 1,215 975 975 975 975 Travel & Training 15,294 10,890 26,915 13,100 13,100 13,290 Fuel Expenses 3,180 2,872 8,580 7,000 7,000 7,000 Computer Software 905 0 0 0 0 0 Rents & Leases 5,602 . 18,730 0 34,430 34,430 ' 34,430 Utilities 5,569 4,992 53,029 6,365 6,365 6,365 Insurance 894 0 7,115 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $144,119 $117,027 $217,704 $133,140 $133,140 $133,330 . Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 2,552 1,255 0 0 0 0 Vehicles 0 0 0 0 0 0 Office Furniture & Equipment 3,675 11,020 0 0 0 0 Computer Equipment 14,557 3,761 20,000 0 0 0 Operation Equipment 0 0 4,550 0 0 0 Total Capital Outlay $20,784 $16,036 $24,550 $0 $0 $0 Total Budget Unit $978,134 $972,686 $1,154,894 $886,129 $886,133 $913,394 136 . ............................... • • Program Results: • 1999/00 Accomplishments: • • The Tigard community will be improved and made - A year of using and meeting standards with the new more livable by: development code. • - All development will meet Comprehensive ,Plan and - Hiring replacements for four positions, while Development Code standards. continuing to meet program needs. - All development will be compatible with environmental conditions including steep slopes, 2000 /01 Goals and Objectives: wetlands, hazards, and flood plains. - All land use development will be served with' water, - Continue to monitor the effectiveness of the new sewer, storm sewer, streets and public facililties code adopted in 1998. • meeting City standards and requirements. - Process all development applications within service • standards. • Program Desciption: - Develop a,list of potential code revisions: - Emphasize training opportunities for new staff that , • The activities within the Current Planning program specifically relate to their responsibilities,. • include providing zoning and development • - Implement new Washington'Square Regional Plan information; as well as conducting pre - application development requirements. • conferences and reviewing applications. This • includes zone changes, sensitive lands, subdivisions, Program Highlights: • variances, planned developments, land partitions, ID site design reviews, conditional uses, temporary With the.new code, the Division has entered a period �V uses, signs, sign code exceptions, land use decision of stability in reviews. The complexity of individual • appeals to the Hearings_ Officer, Planning projects will offer.unique challenges. ' Added'code . • Commission, and City Council. The Current Planning provisions for Washington Square and those related ' Division works with the Long Range Division to to regional and local water quality will add additional .• coordinate and review comprehensive plan challenges and development review - complexity. • amendments and annexations. Two Development Service Technicians were . • The Division applies and updates the Community transferred to be supervised by this Division as Permit Developoment Code and updates the Technicians. Comprehensive Plan. Staff support is provided to the Planning Commission, Hearings Officer /Referee, • CITs, two CPOs, and miscellaneous working groups. 0. The Division is also responsible for general code enforcement activities. • The Division budget is affected by new code • provisions and laws and the number and type of development applications. • • • • • ID • • • • • 137 • • • • i ..:. ..:.:::.:........... Performance Measurements • a • 1997/98 1998/99 1999/00 2000/01 Director's Land Use Decisions 227 291 310 325 Planning Commission /Hearings Officer 29 22 20 20 City Council Land Use Hearings 15 18 12 10 Customers Served at the Customer Service Counter N/A N/A N/A 4,000 Full Time Equivalent Positions 1997/98 1998/99 . 1999/00 2000/01 Planning Manager 1.00 1.00 1.00 1.00 Associate Planner 3.00 3.00 2.00 2.00 Assistant Planner 0.00 0.00 1.00 1.00 Administrative Specialist II 1.00' 1.00 ' 1.00 1.00 Code Compliance Specialist 1.00 1.00 1.00 1.00 Permit Technician 0.00 0.00 0.00 2.00 Administrative Specialist 1 . 0.50 0.50 0.50 0.50 Permit Specialist 0.00 0.00 0.00 0.50 Total Positions 6.50 6.50 ' 6.50 9.00 . Service Level Standards Administrative Review - Director's Decision site development review 6 -8 weeks subdivision 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 (comprehensive plan amendments) 3 -4 months Timeframes do not include appeals. Timeframes are partially dependent.on hearings body schedule. 138 A ::'::::: € ::::: €::: >::::in:::$:::: ::':;;; > » Edi :;'> ::> :: >>::::::i::::: ::':::: €::<:::: >::: ::i:'i: :::> :::: €::::':: :::::::::::: ::€ ::::::'.: €:i[ <::> i> :;> :; >:: t: :,.. :a , .diii iiii.;::'::' : 2i:i:::::: >:: >:': >::: >� : <:: » >::::::::::: >::: ::::< < >: :::< > ::': < ::: >:::::> >:: ::':> :: > : <:>:;:;:::::>::::::::: >::::::;: >:::::: >:::::::::::�:: > ��:<:::::::>::::>:::::::>:::>:: ::::: >:::::: > <::< ::: >:::.:;::. Cat . .:'I'i rd ..Qre on ...................... 0 Co .. :gm annrn ................................................... ............:.................. Budget `t!'r €'< > ::::: >: >:::?::230 :<: >:::><: >: >`:::::<:<::' ::::`: >:: > >::<:<::`:<. < :::: <::> ;;;:>::;:;::. :: :Ac #i:zal::::: € :::::: ittxa ........... ted. osed ....... A ro..eri. >€ed ::>> >.De .cry . ttan ........ ............................... 97.9 ............ .9. !...............'t9.J 100............ 0..4010.1............. 2000/04: :: :. /0t : : :: 6 Personal Services i© Positions 6.50 6.50 6.50 6.50 6.50 9.00 • • Wages $233,389 $239,946 $247,764 $258,660 $261,725 $345,718 ID Overtime 1,269 474 0 500 500 ' 700 Worker's Compensation 814 678 541 745 752 930 • 'ft Payroll Taxes 19,834 20,027 20,267 21,949 22,208 30,720 Retirement 23,033 22,012 26,520 27,705 ' 28,042 36,534 Group Insurance 23,351 • 25,520 27,674 30,383 • 30,405 46,744 • Total Personal Services $301,690 $308,657 $322,766 $339,942 $343,632 $461,345 Materials & Services Water Costs $0 $0 . $0 $0 $0 $0 0 Prof. & Contract Services 21,013 15,209 29,080 27,085 27,085 27,085 • Repair & Maintenance 523 5,700 2,420 2,420 2,420 - 2,420 Special Dept.. Expense 785 4,031 2,000 1,725 1,725 1,725 •. • Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 154 175 0 0 0 0 Advertising & Publicity 8,883 4,002 3,000 3,000 3,000 3,000 Fees /Dues /Subscriptions 5,370 1,522 5,160 4,975 4,975 4,975 Travel & Training 2,337 3,329 6,075 6,080 6,080 6,200 • Fuel Expenses 589 478 1,095 1,180 1,180 1,180 Computer Software 210 0 0 0 0 0 Rents & Leases 0 0 0 0 0 0 Utilities 264 442 540 540 540 540 Insurance 365 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $40,493 $34,888 $49,370 $47,005 $47,005 $47,125 Capital Outlay 0 Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 r 0 0 Vehicles . 0 . 0 0 0 0 0 5 Office Furniture & Equipment . 0 5,010 2,500 0 0 0 Computer Equipment 9,384 4,522 0 0 0 0 Operation Equipment 0 . 0 0 0, 0 0 Total Capital Outlay $9,384 $9,532 $2,500 $0 $0 $0 Total Budget Unit $351,567 $353,077 $374,636 $386,947 $390,637 $508,470 • 139 • • • • • Program Results: 2000/01 Goals and Objectives: Accommodate growth while protecting the character Implementation of the Washington Square Regional • and livability of,the community through long range Center Plan. planning. Re -write and update the City of Tigard's . Program Description: Comprehensive Plan. • Long Range Planning is responsible for monitoring . Program Highlights: • and analyzing present and future physical, demographic, economic and development conditions Additional software is.necessary to increase the and trends, clarifying and recommending ways to capabilities and efficiencies of our very busy GIS implement shared City goals; developing and section. implementing growth management and annexation • programs; maintaining, updating, and implementing The Tigard Central Business District is continuing Tigard's Comprehensive Plan; conducting technical with their implementation of an action plan and studies and special planning projects such as park continued funding is included in this budget., and natural area planning, urban design and special • studies; transportation planning; coordination of • planning issues with other jurisdictions; developing and maintaining city-wide geographic information mapping systems. Long Range Planning provides support to the City Council, Planning Commission, City Manager, neighborhood and community planning organizations. 1999/00' Accomplishments: • Completed the Washington Square Regional Center Master Plan. • Completed annexation of the Walnut Island. • Monitored and informed Council on issues associated with Metro 2040 growth management issues. • • • • • • 140 • . • • • Performance Measurements • 1997/98 1998/99 1999/00 2000/01 Staff CIT meeting 1 /mo. 1 /mo. 1 /mo. 1 /month O Update City Council on Metro issues - 1 /mo. 1 /mo. 1 /mo. 1 /month Grant applications 3 grants 3 grants 3 grants 3 grants • Produce updated maps 6 mos 6 mos 6 mos at 6 mos • • Comprehensive Plan Re- written N/A N/A N/A 06/30/01 Full Time Equivalent Positions • 1997/98 1998/99 1999/00 2000/01 • • 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 G.I.S. related reports within 24 hours. • Respond to requests for information and reports from the Planning Commission and City Council as needed. • Respond to the need for staff representation at C.I.T. meetings. • • Provide staff support to the Downtown Merchant's Association and Community Development Block Grant Policy Board as needed. • Represent City interests at regional meetings regarding growth management issues. • Respond to requests for information and reports from the Planning Commission and City Council as 0 needed. • Respond to the need for staff representation at C.I.T. meetings. • • Provide staff support to the Downtown Merchant's Association and Community Development Block Grant • Policy Board as needed. • Represent City interests at regional meetings regarding growth management issues. • Currently, the above service levels are being met. • • • 141 • • V > d.''' : ct `'al• << >> > >: kda'ted <> : F r >: > > > ' ; . rn..erJ. ..... tcf €e . .... .::.: :. ::. . ..:. ....;:.; :.;:. ;:.:: ::.; : ............... " P • • ... :.:::::::.:. ::: ::. • Personal Services Positions 4.00 4.00 4.00 4.00 4.00 4.00 Wages $178,831 $191,859 $208,096 $218,410 $221,752 $221,752 Overtime 0 85 0 0 0 0 Worker's Compensation 655 551 425 459 466 466 Payroll Taxes 15,174 15,945 17,621 18,498 18,782 18,782 Retirement 20,574 19,377 20,603 23,085 23,452 23,452 • Group Insurance 13,943 15,258 17,920 17,832 17,854 17,854 Total Personal Services $229,177 $243,075 $264,665 , $278,284 $282,306 $282,306 ' . Materials & Services Water Costs • $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 17,006 2,521 70,000 130,000 130,000 130,000 Repair & Maintenance 0 0 1,000 .0 0 0 • Special Dept. Expense 2,347 3,465 3,450 3,950 3,950 3,950 Small Tools & Equipment 0 0 0 0 0 0. Office Supplies 62 0 0 0 0 r 0 Advertising & Publicity 0 360 150 150 150 150 Fees /Dues /Subscriptions 217 726 1,770 , 1,615 1,615 1,615 Travel& Training 5,551 7,402 6,395 7,575 7,575 7,575 . Fuel Expenses . 0 0 0 0 0 0 Computer Software 435 1,702 ' 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 $25,618 $16,176 $82,765 $143,290 $143,290 $143,290 Capital Outlay Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0, • 0 0 • 0 0 0 Vehicles' 0 0 0 . 0 0 0 Office Furniture & Equipment 0 - 1,162 • 2,500 0 0 • 0 Computer Equipment ' 3;633 2,620 0 0 0 0 Operation Equipment 0 0 0 0 0 0 . Total Capital Outlay $3,633 $3,782 ' • $2,500 , $0 $0 $0 Total Budget Unit $258,428 $263,033 $349,930 $421,574 $425,596 $425,596 . 142 . rMi i . gf?.f 43' i 1 Ad g: d d iet' ?: > > : >: >[[ < > < ` > < : > > : > > > : > ' ' : >: > :: < >'< > :' :> > [: [ < > ><> > ' > > > » < » ><`' :a:' » ? - 't_ rd edisi : < g <': ? : :: :: : ' : !::: ±? ?: : : :2 '> " . • • Sri' irieeri r � fie ; aitrittiit:>:<»::> : >:::::<:::<::::::: >: >::::: €< <> >: > > <:: ><< >::> <::>« :::<:::<< ><::::: >:: rtit.....M501 Program Results: 2000/01 Goals and Objectives (cont.): • The Engineering Department supports the City's goals and Prepare Comprehensive Public Facility Plans. • . objectives. • Improve level of evaluation of developer's traffic Private developments are designed and constructed in studies, geotechnical engineering reports, and accordance with the City's standards and development inspections. code provisions. Improve as -built archiving program to enable a systematic The City's transportation system is safe and efficient for all reduction in the number of as- builts stored on -site and to • modes of travel. increase the availability of the information electronically. • The Engineering Department enhances environmental Develop and implement Capital Improvement Program • quality in the City by providing adequate storm drain and annually. • sanitary sewer services to Citizens of Tigard. The Engineering Department keeps abreast of and Support Walnut Island Annexation and subsequent • addresses regional and national issues that may affect the requirements. City. Design and construct Transportation Bond projects. " • Program Description: Upgrade equipment and software needed in support of • Engineering Department activities and program changes. The Engineering Department is directed by the City • Engineer. It designs and constructs capital improvement Program Highlights: • projects and provides review of proposed private development and inspection to ensure compliance with • Private Development Highlights: City standards. • - 55 staff reports for land use decisions. - 2 subdivisions requiring additional traffic study review. The Capital Improvement Division manages the capital - 55 Street Opening-Permit (SOP) issued. • improvement program for public streets and utilities and - 20 Compliance Agreement Permits (CAP) issued. 0 prepares facilities plans for future improvement needs. - One subdivision with challenging geotechnical, review. • . - 60 single- family grading inspections performed. The Development Review Division provides technical - 400 addresses assigned. • review and issues permits for proposed private - 20 new as -built sets indexed and filed. development projects, provides inspections to assure -- 350 as -built sheets scanned and archived. • compliance with City standards, and maintains records • relating to public facilities. Capital Improvement Highlights: • - Designed and constructed four street improvement 1999/00 Accomplishments: projects. - Completed ten as -built projects. The Department designed and constructed a wide variety - Designed and constructed five sanitary sewer ext. •' of CIP projects including the annual pavement overlay; districts, two sanitary sewer major maintenance • striping; Bonita Road Phase 3; 69th Ave LID, 91st Ave projects, and three storm drainage improvement proj. • Widening; 79th Ave (design); Walnut Street & Tiedeman - Designed and constructed three PMMP projects . . Intersection realignment; five storm drainage projects, six (overlay, slurry seal, and striping). • , • neighborhood sewer extensions; and designed several - Constructed one street improvement project, two pedestrian path projects. Private Development issued 55 pedestrian pathway projects, one erosion control staff reports, 60 SOP's, 15 CAP's, and implemented project, two sanitary sewer improvement project, and one grading only policy. storm drainage improvement project designed in FY 1999- 2000. 2000/01 Goals and Objectives: Support the Transportation Bond issue. • Increase citizen involvement processes in City programs. • • . • 143 • • ��QQd: �C# 1> tic► �tec�; 1 3��t��.::.;:.;:.;:.;:.; :.::.........................:::.:;::.:: :.:::::::::::::::.:::.:.::::::. <.::. 9 g...... p g Performance Measurements 1997/98 1998/99 1999/00 2000/01 CIP Division will continue with design and construction of $4.0 mil $4.5 mil $4.5 mil $4.0 mil improvements to streets, bridges, sanitary sewers, storm drainage, and parks. Work load levels are expected to be the same as FY1999/00. Development Review Division expects a continued steady $3.3 mil $3.5 mil $3.5 mil $3.0 mil workload of private development projects both in the City and in the USB. Most of the development projects are expected to be "infill" and redevelopment type projects. • Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 • 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 2.00 2.00 Engineering /Survey Specialist 1.00 1.00 1.00 1.00 Senior Engineer Technician 2.00 2.00 2.00 2.00 Engineering Tech II 4.00 4.00 4.00 5.00 Engineering Tech I . 2.00 2.00 2.00 1.00 Senior Administrative Specialist 1.00 1.00 1.00 1.00 Administrative Specialist I 0.00 . 0.50 0.50 0.50 Total Positions 14.00 14.50 15.50 15.50 Service Level Standards Engineering: Respond to phone calls or in- person request by the next business day after receipt of complaints or requests for information. Capital Improvement Projects Street Improvements: Citizen participation through CIT process. 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. Private Development: Complete construction plan reviews and redlines in approximately four weeks. Larger, more complex projects may take approximately five weeks. Respond to inspection requests within . 24 hours. 144 • 0 IP ...... ............................... . • :> : :::::::»>::i:: > ::>:: :: :» :: ><::: »:::::;:: >:::<:<: >::Btsd a . .n�t,................ ..2Z5a fir# ifreerxn :De : a rtm�pt .:..:::::.::::.::::::: �: :: :: >aketiiof; >r? >Actuail > > >�t1da t��€< > <prc�'. s .d........ fed... • ....:.. tx ..::.:...:::.::::.�::.::::::.::::: fit?::::::: :::::::.;:.;:.:.::.;:..:::.:: (10.110:.:.,:. • Personal Services • Positions 14.00 14.50 15.50 15.50 15.50 15.50 • • 0 Wages $603,706 $658,577 $722,067 $762,916 $762,916 - $762,916 Overtime 2,533 3,874 7,541 7,500 7,500 7,500 • Worker's Compensation 5,601 5,227 4,626 6,452 6,452 6,452 • Payroll Taxes 50,236 53,977 61,631 65,204 65,204 65,204 Retirement 59,735 67,430 75,509 79,160 79,160 79;160 • Group Insurance 50,451 60,400 68,057 83,756 83,756 83,756 • Total Personal Services $772,262 $849,485 $939,431 $1,004,988 $1,004,988 $1,004,988 • Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 25,811 35,673 30,000 86,000 ' 86,000 86,000 • Repair & Maintenance 5,117 4,822 7,880 8,750 8,750 8,750 Special Dept. Expense 26,912 7,020 12,200 9,800 9,800 9,800 • Small Tools & Equipment 0 0 0 4,950 4,950 4,950 • Office Supplies 4,705 6,831 5,000 8,000 8,000 8,000 Advertising & Publicity 0 442 500 600 600 600 • Fees /Dues /Subscriptions 1,072 1,694 1,935 2,280 2,280 2,280 Travel & Training 4,382 6,810 10,595 11,575 11,575 11,575 Fuel Expenses 1,037 1,180 2,000 2,000 2,000 ' 2,000 to Computer Software 9,886 7,603 0 0 0 0 • Rents & Leases 3,049 3,499 0 4,500 4,500 4,500 - Utilities 1,485 1,447 2,000 4,000 4,000 4,000 Ill Insurance 542 0 0 0 0 0 • Library Materials 0 0 0 0 0 0 • Total Materials & Services $83,998 $77,020 $72,110 $142,455 $142,455 $142,455 Capital Outlay • • Land & Improvements $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 • Vehicles 0 17,698 5,000 0 0 0 Office Furniture & Equipment 7,214 11,820 16,950 5,800 5,800 , 5,800 Computer Equipment 14,688 20,510 0 0 0 0 • Operation Equipment 2,343 0 16,500 0 0 0 • Total Capital Outlay $24,245 $50,028 $38,450 $5,800 $5,800 $5,800 • • Total Budget Unit $880,505 $976,534 $1,049,991 - $1,153,243 $1,153,243 $1,153,243 • • • • • • 145 • • • • Program Results: 2000/01 Goals and Objectives: Collector streets are adequately lit for vehicular and Assumption of energy and maintenance costs for new • pedestrian safety. traffic signals system at Walnut/Tiedeman Intersection and • Gaarde Street/Walnut Street Intersection. • Major intersections are upgraded with traffic signal systems for safe and efficient movement of all modes of Assumption of energy and maintenance costs for new transportation. streetlights added as part of the Transportation Bond • projects. Neighborhood streets are provided adequate lighting in accordance with City policies. Preparation of the Comprehensive Public Facility Plan for . Streetlights. • Program Description: • Program Highlights: • This budget unit provides for the maintenance and energy costs forstreet lighting and traffic signals on public streets. Continue to compile the existing streetlight information Funding for streetlights and signals comes solely from necessary for preparation of the Facility Plan for • State Gas Taxes distributed to cities on a monthly basis. streetlights. . All maintenance work is done by contract and no city personnel are fund by this budget. The Engineering Continued preparation of the Public Facility Plan. Department manages this budget unit. 1999/00 Accomplishments: The long -term steel streetlight refurbishing program. • Identified collector, intersections, and local street • • • streetlight requirements. Began preparation of the Comprehensive Facility Plan for • streetlights. Walnut/Tiedeman intersection realignment and traffic • signal installed. Walnut/Gaarde traffic signal designed. • • • • • 146 • • • • • Sti 'ebb t >t~ �` tii: t�>&> �i: �a. l�>`<:>:::::«>»:>»>:>:><:»» �>>::»>:>:>: : > > >: >: ><: > <<><<: >: >< » »::: < >... Performance Measurements • • Workload Measures: 1997/98 1998/99 1999/00 2000/01 • New signal systems added N/A N/A 1 2 • • • New street lights added N/A N/A 10 60 • Public Facility Plan for street lights completed N/A N/A 50% 100% • • Existing steel street lights poles refurbished N/A N/A 10 20 • • Full Time Equivalent Positions • • None ( • 0 0 0 0 , • Total Positions 0 0 0 0 • • • • • • e • • • • • • • S • • • • • • • • • • • 147 • • Y.()E(Jl€:`/Cli . .....:....::::.:::::..... ......................... na :: Bu a < > << < ........ ... .................... ...: .. ........ ...................:.. Pra' osl ><A a..ed A .......... ......................... ..... ............. ::. >.`AgtOal:: •:x:: <`:;> tctoal: ?:•:.. •: <Adiy WC:: : . . . . do ted.: ...................... ., . E....., ::::>::><:. :: :•: •:::• >:::<::::• >:•. >;.9 .7`l98 €::::: €•;`:'f3. 98199:'::..::: >:: . ....9lQ0: ><':::< ?:... QOIQ'l Q .09 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 M aterials & Services Water Costs $0 $0 $0 $0 $0 $0 Prof. & Contract Services 23,724 1,834 0 0 0 0 Repair & Maintenance • 0 13,585 80,000 79,000 79,000 79,000 Special Dept. Expense 0 0 0 0 0 0 - Small Tools & Equipment 0. 0 0 0 0 0 Office Supplies 0 0 0 0 0 0 Advertising & Publicity 0 0 0 0 0 0 Fees /Dues /Subscriptions 0 0 0 0 0 0 Travel & Training 0 0 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 303,012 279,131 350,000 321,000 321,000 - 321,000 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 . 0 0 • , Total Materials &, Services $326,736 $294,550 $430,000 $400,000. $400,000 $400,000 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 Total Capital Outlay $0 $0 $0 $0 $0 $0 • . Total Budget Unit $326,736 $294,550 $430,000 $400,000 $400,000 $400,000 148 •••• 0•••.0••••••• •••I• c O ► . ' .ILA I 3 N 4 4e F' 0 0 Policy and Administration Program Mayor & City Council City Management Human Resources Risk Management Network Services Finance Financial Operations Office Services Records Municipal Court / r��N 1141 f;\ City of Tigard, Oregon ••••••••• ••••••••••••••••••••••••••••••••••••• 4 ._ 1 O ._ O a R 1 H O A. 0 ii w e� U �?....:: Q..: A.. t� . yeti E3ud. et ::.::.:..................................:.:..:::..:.:::::::::::.:.:::::::::::::::...................................:..::.:.::::.::::.:.::.::.:::........... ......:.....::::::::::::::::::. .anxi.�lr#m€ i • Policy and Administration • • City Administration W., Finance • Mayor & Finance Council Department City Financial Management Operations . Human Office Resources Services Risk - Management Records Netw ork Municipal Services Court • : ::::::::::::::....:......... :::::::.::. . used::: ::: A ... ro... �d....:.:.Atl t e d .:: • : ::::<: ><::::<::«: >;:<::: > <::::> «< :............................................ ............................... ......9..9199...........1 999 .{1Q...........�C30 : >:<: »::;:: >:: ::::: >� :<::::: >::: # Positions 32.00 34.00 36:50 39.25 39.55 39.55' Personal Services $1,726,447 $1,883,043 $2,089,500 $2,310,787 $2,317,879 $2,317,880 Materials & Services 695,510 893,039 1,129,715 . 1,315,094 1,315,094 1,315,094 Capital Outlay 71,713 99,584 165,465 26,400 26,400 26,400 • Total Policy & Admin. - by Category $2,493,670 $2,875,666 $3,384,680 $3,652,281 $3,659,374 $3,659,374 • Mayor & Council y $78,077 $93 $103,177 $113,028 $113,058 $113,058 City Management 390,791 461,678 504,797 512,153 512,394 512,395 Human Resources 277,855 318,691 356,129 343,789 343,789 343,789 Visioning 6,530 0 . 0 0 0 0 Network Services • 328,538 437,707 670,962 712,578 717,089 717,089 • Risk Management 303,061 343,893 383,191 408,062 408,062 408,062 Finance. Department 114,888 99,027 118,501 176,466 176,466 176,465 Financial Operations 532,576 591,418 652,550 690,784 693,035 693,035 Office Services 199,646. 226,745 249,112 266,125 266,144 266,145 Records 106,925 110,495 147,765 160,287 160,307 160,307 Municipal Court 154,783 192,075 198,497 269,009 269,029 • 269,028 Total Policy & Admin.- by Division $2,493,670 $2,875,666 $3,384,681 $3,652,281 $3,659,374 $3,659,374 . • 149 ••••••••■••••s• s•••••••••••••••••••••••••••••• O e .: j H 0 W. 0 0 C anl.�ldmtni • • ..................... t • City • Administration r . • • • • Mayor& City Human Risk Network • Council r Management Resources Management Services � v:. `I S.AC✓a � tatalg tS fa.�`.' vi'�< s ,.. -0 444,1 • Visioning • it Positions 13.50 14.50 15.50 15.50 15.80 15.80 Personal Services $876,837 $1,003,752 $1,064,875 $1,121,619 $1,126,401 $1,126,402 , Materials & Services 449,556 567,099 811,715 941,591 941,591 941,591 • Capital Outlay 58,459 85,055 141,665 26,400 26,400 26,400 • Total City Admin. - by Category $1,384,852 $1,655,906 $2,018,255 $2,089,610 $2,094,392 $2,094,393 Mayor & Council $78,077 $93,937. $103,177 $113,028 $113,058 $113,058 City Management 390,791 461,678 504,797 512,153 512,394 512,395 Human Resources • 277,855 • 318,691 356,129 343,789 343,789 343,789 Visioning 6,530 0 0 0 0 0 Risk Management 303,061 343,893 383,191 408,062 408,062 408,062 Network Services 328,538 437,707 670,962 712,578 ' 717,089 717,089 Total City Admin. - by Department $1,384,852 $1,655,906 $2,018,255 $2,089,610 $2,094,392 $2,094,393 • • • • 150 • • • • ...::L.1: Adc .led. Bud et ..::::::.:.::::::....:1::::.......ini:::::..::.::::::::::::::..............::.:.::::::::::: ::::..:::.:::....... • :J ayor'> " <? ...,. a Y ::': : : :: :< :: :: 'r :: : :: :a::::.: T :::: :% :: : :::: : :G % :::: ? #: ::: : : j : : : :':::::: ::: : : : : ::: `: y ':: : : : :: 'r' : :Y::: :: :! r : ` ;; ' <:: u :w:: :< ` '�� `''` �` x > ?�i i y.... & rt6i.l ..... ::: : :.... a0064t: U rtt . ' .4 t): Program Results: 2000/01 Goals and Objectives: The City Council makes informed decisions that benefit the Complete th City's transportation improvement • • community and conform with Council and community program development. • . goals. • Continue efforts to develop a Tigard Central Business The City Council sets clear goals and gives clear direction District Plan. • t • o City staff. • The City Council adopts City laws and changes them as Complete the City Master Plan for Parks. needed. • , Determine the City's long - term water supply. • The City Council determines City policies and sets . • standards. Establish an annexation policy for the City. • Program Description: Encourage and support private sector programs to • rehabilitate housing, which will be offered for rent at • . Review, revise or maintain City laws, policies and affordable rents, resulting in a safer environment for procedures. the tenants (public safety, fire, life, sanitary). • 1999/00 Accomplishments: Promote intra -city Tri -Met bus routes. After extensive Transportation Bond Task Force review • and public comment process, Council (decision to be Program Highlights made in May...) City Council supports the televising.of more meetings (i.e., Upon recommendation of the Park and Recreation Task all Council, Planning Commission, Library Board, Citizen • Force, Council, by majority vote, adopted Resolution No. Involvement Team meetings). The City will utilize a grant • 00 -12 consenting to the formation of a recreation district. that was awarded to Tualatin Valley Communications • Association to install cameras in the Town Hall. During • Council heard several updates on the progress of the 2000, it is planned that these cameras will be utilized to • Tigard Central Business District Association including the broadcast additional meetings to the community. • efforts in partnership with the Oregon Downtown Development Association. Council budgeted $700 for recognition awards to outgoing • Board /Committee members and for promotional items for Council appointed a task force for Summerlake Park to the City to distribute to school children and City of Tigard • look at the feasibility of construction of an off -line pond as visitors. • part of the park master plan. The lobby will be used to display items for upcoming • hearings; $500 was budgeted to professionally mount Council studied options regarding Tigard's long-term water some of these displays during the year. source, including the Joint Water Commission, South Fork Water Agency, and the Portland Water Bureau. During the 2000 Goal Setting Session, Council expressed an interest in a "paperless" Council meeting, which means Council adopted ordinances annexing 15 areas located Council packets will be produced and displayed on lb within the Walnut Island into the City of Tigard. Council computers. $12,500 was budgeted in Network Services to also directed staff to prepare a schedule to begin purchase notebook computers for all five Council annexation of non - island areas in the next year. members. • Council directed staff to develop an affordable housing Citywide dues expenses formerly budgeted in General • program; the target will be rehabilitation, preservation and Government (Citywide Support) have been transferred to • development of more affordable housing. the Mayor and Council budget, thereby eliminating one appropriation unit. • Council continued to urge Tri -Met to establish intra -City • • routes. • • • • 151 • �faz€g't�#n'l:,. �1.' Performance Measurements 1997/98 1998/99 1999/00 2000/01 • Population served 36,680 37,200 37,760 39,672 ' Number of Council meetings. 38 38 36 36 • • Average hours of Council meetings. 3.90 • 3.42 3.40 3.50 . • Number of ordinances adopted. 42 13 31 30 • Number of resolutions adopted. 71 55 90 75 • Full Time Equivalent Positions 1997/98 1998/99 1999/00 20.00/01 . • Mayor and City Council are paid $475 and $350, respectively, per month, to compensate for time and • expenses of service. They are not considered as full time equivalent positions. Total Positions 0.00 0.00 0.00 0.00 • Service Level Standards Exercise discretionary powers of the City, both legislative and executive, through the City Manager. Adopt City laws and change them as needed. Determine City policies and set standards. With advice from the Budget Committee, determine how much will be spent and for what purposes. Formulate financial policy and when appropriate forward recommendations to the voters. • 152 . • • . .............. ........ .... • III y'rir & 0:40.64 [ :.;:.:.:.::;:.: :.:.:.: .;:.:.:g::.:.:.:::.:.;:;.: :.:.:.:: .::::::nt3ud et kkOit.... . .. ::...� ............... ...........:.:::...3...7:`19, :>: : : » : ::::;:: »:> »> >: : : >:« :: >:;:::: ::::::::::E.::::::E::: Mt Actual . ...........kctuat............. do ted........ .r Po .. P .................. : .:.... crs.ecl:: raved: .:.. . Act ted .:. • ........................:. n.....10` 37? 98::::>::>::::> 1368199:::;:>::::>:<;:» 10/9i4! 0.;:.;:.:. .;:.:.2{3QO10'k.:::: ..::::::: 6 .::. :;.: • • Personal Services . . • Positions 0.00 0.00 0.00 0.00 0.00 0.00 Wages $16,200 $16,200 $22,500 $22,500 $22,500 $22,500 • Overtime 0 0 0 0 0 0 Worker's Compensation 102 66 46 ' 47 76 76" • Payroll Taxes 1,388 1,356 1,905 1,905 1,905 1,905 Retirement 0 0 0 0 0 0 • Group Insurance 16,990 15,419 17,962 22,199 ' 22,200 22,200 . Total Personal Services $34,680 $33,041 . $42,413 • $46,651 $46,681 $46,681 • Materials & Services • • Water Costs $0 $0 $0 $0 $0 $0 I Prof. & Contract Services 15,713 41,697 30,200 • 24,725 24,725 24,725 . Repair & Maintenance 103 0 1,550 500 500 500 Special Dept. Expense 1,400 2,567 2,080 1,430 1,430 1,430 Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 4,488 3,868 6,494 5,500 5,500 5,500 Advertising & Publicity 3,823 2,804 3,900 2,460 2,460 2,460 • Fees /Dues /Subscriptions 1,367 80 240 19,456 19,456 19,456 • Travel & Training 7,632 7,486 12,649 10,806 10,806 10,806 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 656 719 1,500 . 1,500 ' 1,500 • 1,500 • Insurance 0. 0 0 0 0 0 Library. Materials 0 0 0 0 0 0 0 Total Materials & Services $35,182 $59,221 $58,613 - $66,377 $66,377 $66,377 • Capital Outlay I Land & Improvements $0 $0 $0 $0 . $0 $0 Building & Improvements 0 0 0 0 0 0 a • Vehicles 0 0 0 0 0 0 • Office Furniture & Equipment 8,215 0 2,150 0 0 0 Computer Equipment 0 1,675 0 0 0 0 O. Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $8,215 $1,675 $2,150 $0 , $0 $0 0 0 Total Budget Unit $78,077 $93,937 $103,176 $113,028 $113,058 $113,058 . • I • 0 I I 153 • • <:.:;<>::>•::::>:::;:.<:>::>:::>::>:.>::»::>::;::>::>::<:;;;...>:::::;:<>:.:::; ;:::::: >;:<:::::;:.;.:: :..:::.: b..'T� �� ire �rti... . t Program Results: 2000/01 Goals and Objectives: 1. Tigard has a reputation for excellence. 2. City staff communicates clearly with citizens regarding 1. Focus on follow -up to the community and citizens with • City goals and programs. regard to Council action. Distribute this information 3. The City Management Department manages the through a variety of mediums. communication process with all participants on City goal development. 2. Facilitate the Visioning Program by analyzing, with.the 4. The City Management Department manages the City's Vision Task Force, the goals and adjusting those goals as business and carries out the Council's plans and directives needed. by coordinating the work of all the City's departments and employees. 3. Implement the Council goals and tasks identified for 2000. Program Description: Program Highlights: • Communicate to the Executive Staff and employees the direction from City Council on policy, laws and directives. An intern will be hired to assist with the Visioning Program analysis. Continue to facilitate the Visioning Program, Tigard Beyond Tomorrow. Mediation services, to resolve disputes or issues among citizens, will continue to be offered through the established Develop communication tools, including the use of program. Cityscape, the City's web page, methods of making information available to citizens and employees. The Volunteer program will continue to be supported in • this division, including matching needs of the volunteers to • . Continue to review and refine the information presented to the needs of the organization and then acknowledging the City Council. (through a recognition program) the efforts of the volunteers. • 1999/00 Accomplishments: • Support the new Community Connector program by Established a review process for Council packet materials sending these neighborhood volunteers timely information • within the division. and responding to their questions quickly and accurately. Supported and assisted in expanded information and Stay abreast of Internet technology as citizens come to. • interactive opportunities on the City's Web Site. expect that basic information and services are made available through this resource. Initiated the' Community Connector Program identifying • citizens in neighborhoods who have agreed to disseminate Keep pace with technology and efficient information , information and to give feedback to the City. management by participation in professional organizations and attending seminars and classes offered on Developed ,a Marketing and Communications Guide that contemporary professional practices and techniques. was distributed throughout the City's workforce. This guide identified tools of communication to the community, The FY 2000/01 budget also includes dues for the depending on the magnitude of a City program or project. Westside Economic Alliance formerly budgeted under General Government (Citywide Support). • • • • 154 • <:>>::>::::>:<::::<::::::<:<:><:;:::>;::>::>:»:::>::>::::»:;:::;:.::::::::::>;;:::>::>::::::: >::: >:;:::; >:: >;:: >:: >;::;:...� ....of �"► Ord .dr+� a ... ............................... • • • Performance Measurements 1997/98 .1998/99 1999/00 2000/01 • Population served 36,680 37,200 37,760 39,672 • • . Citywide Newsletters (Issues per Year) 12 12 12 12 • Number of Community Connectors /communications 50 • Number of Council Agenda items 288 • Major new City projects 12 • • Number of annual Council goals 7 • • • Full Time Equivalent Positions • 1997/98 1998/99 1999/00 2000/01 City Manager 1.00 1.00 1.00 1.00 • Asst. to City Manager 1.00 1.00 1.00 1.00 • City Recorder 1.00 " 1.00 1.00 1.00 Exec. Asst. to City Administration 1.00 . 1..00 1.00 1.00 • Administrative Specialist II 0.50 0.50 0.50 0.80 • Volunteer Coordinator 0.00 0.00 1.00 1.00 Total Positions 4.50 4.50 - . 5.50 5.80 • Service Level Standards • • Leave time daily to address issues generated by citizens; the length of time to resolve the issue varies depending on the issue (ranging from immediate, same day response to several weeks). • • Council packets (containing staff reports and documentation on items listed on the Council agenda) IP completed and distributed one week prior to the Council meeting. • • Council follow -up (draft minutes, post ordinances, distribute documentation, write and mail letters) completecf within five working days after the Council meeting. • • Produce the Cityscape once a month with information about Council action, upcoming Council items, meeting announcements and program highlights. • Maintain tentative agendas; keep staff and Council informed of upcoming Council business by distributing tentative agendas at least once a month. • Distribute routine correspondence to Council twice weekly. Urgent messages delivered by telephone, • fax or staff courier. • 0 I I i 155 • I A : <1t.y >of: l gard : : 0410 o <? L" .'i� x d . .bre ar;:<>: sE > : " : : : > ii ><<' : » < > > »<;; >< >> ? >> City M ement' s': > > > < < >' ! «s ' < <<s> ii! ' i[> ' ' > ' « > > > '> ] ii> ' > ' > > >S °v > > :' » : > > ,! > :a i.,H :i '« <' ` it ! »:'' �» `:<:>::k< . <:: >:»:: Act at<` `'< of o > :» . . «> . e d < > ;'? <::;:> ro :!: > pt :::« <: >::::: :: >::::::: gi .::::: ii : i i:::: >:::::::>; < ; :<::::: : : ::: > ::::.: ::: A oti :i.......t do te...... r. ased. :. . . . 044......A n .................. ...................1 9X98. > :€ ; (; 98199 >> ' €> (.9100' >i> .... , QOl0'1 >`;2 0: `. : [ : Personal Services • Positions 4.50 4.50 5.50 5.50 5.80 5.80 . Wages $258,473 $297,257 $314,907 $331,285 $330,329 $330,329 . Overtime 201 54 0 0 0 ` 0 Worker's Compensation 1,091 978 853 981 979 979 . ' Payroll Taxes 20,099 22,544 24,684 26,027 25,946 25,946 Retirement . 29,804 31,395 34,508 36,084 35,979 35,979 Group Insurance 12,832 23,294 23,589 25,874 27,259 27,260 . Total Personal Services $322,500 $375,522 $398,541 $420,251 $420,492 $420,493 • Materials & Services . Water. Costs $0 $0 $0 • $0 $0 $0 ' - Prof. & Contract Services 9,763 20,788 22,700 16,560 16,560 16,560 . Repair & Maintenance . 379 462 2,150 700 700 700 . Special Dept. Expense 8,903 7,152 13,900 9,385 9,385 . 9,385 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 8,338 8,126 16,665 14,200 14,200 14,200 Advertising' & Publicity 25,982 28,995 31,500 31,525 31,525 31,525 Fees /Dues /Subscriptions 2,295 2,663 3,265 7,850 7,850 7,850 . Travel & Training 7,375 , 9,397 14,520 11,082 ' 11,082 11,082 Fuel Expenses 0 0 0 0 0 0 Computer Software 1,452 0 0 125 125 125 . Rents & Leases 0 0 0 0 0 0 Utilities 365 626 705 475 475 475 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 • . Total Materials & Services $64,852 $78,209 $105,405 $91,902 $91,902 $91,902' ' , 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 .2,120 1,629 850 0 0 0 Computer Equipment 1,319 .6,318 0 0 0 0 ' Operation Equipment 0 ' 0 0 0 0 0 Total Capital Outlay $3,439 $7,947 $850 $0 $0 $0 Total Budget Unit $3 90,791 $461,678 $504,796 $512,153 $512,394 $512,395 156 :::::::.:.::::::::::::::::::::.:::..:..:::.:.......:............................ ............................... • jy • Program Results: 2000/01 Goals and Objectives: • • 1. The City attracts, develops, motivates and retains good 1. Enhance use of the Internet & more targeted • employees, with consideration to economics and recruitment's to attract high quality candidates and to • effectiveness ensure, that our recruitment & selection processes reflect 2. The City complies with local, state & federal the diversity of the community • employment laws 2. Provide expanded access to organizational human . 3. Support & assistance services are provided to internal resource information for managers & supervisors customers 3. Evaluate innovative policy.& benefit options for the • workforce & implement as appropriate • Program Description: 4. Monitor competitiveness of our compensation & benefit packages in the labor market • Human Resources is responsible for providing a 5. Update & revise personnel policies, procedures & • comprehensive human resource system which will attract systems as needed for flexibility, effectiveness & • and retain the best qualified personnel, comply with local, excellence in public service state & federal laws, & provide managers with the support 6. Foster improved two-way communication & recognition • & assistance to competently manage their personnel to enhance morale & a sense of organizational community resources. Program services include employee benefit 7. Incorporate an increased emphasis on training & staff programs, recruitment & selection, job classification, wage development • administration, labor relations, employee training, 8. Provide assistance & advice to department managers & performance management, employee relations, equal supervisors regarding issues in their departments effecting • employment opportunity, personnel records employee relations, job design, policy application, • administration, personnel policy development & employment law, etc. in order for them to effectively administration, human resource information systems & manage their workforce. • related services. Additional services include employee . recognition programs, special events, employee Program Highlights: communications & publications, wellness program, • Employee Assistance Program, and new employee Human Resources will continue to assist departments to • orientation. maximize the utilization of their personnel resources • through effective job evaluation and design, recruitment 1999/00 Accomplishments: and selection, wage and benefit programs, performance • - management, training, policy and contract administration - Completed contract negotiations with TPOA for new and employee recognition programs. labor contract • - Completed Classification & Compensation Study for • Management, Supervisory & Confidential Employee Group - Conducted training workshops for supervisors and • employees • - Completed update to City-wide Personnel Rules & Policies • • - Completed 100+ recruitment's • - Presented Annual Employee Recognition Program, Employee Benefit Fair and coordinated Employee Holiday Party • - Continued to provide the full range of ongoing human • resources services to the organization • • • • • • • • • • • 157 • • .... .....: u .:.:..:::.:...:....... . . ......... ................. C�u::g:t.:U • Performance Measurements 1997/98 1998/99 1999/00 2000/01 Total number of recruitment's 39 80 100 100 Total number of applications /resumes 3550 2,500 2,600 2680 Total number of mgt requests for assistance N/A N/A N/A 600 • Total number of participants in training 246 432 200 225 • Total number of training sessions 8 28 14 12 Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 Human Resources Director 1.00 1.00 1.00 1.00 Senior Human Resources Analyst 1.00 1.00 1.00 1.00 Human Resources Assistant 1.00 1.00 1.00 1.00 Senior HR/Telecommunications Analyst 0.50 0.50 0.50 0.50 Total Positions 3.50 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. 158 0 • • . y «« t f" ( ; "::: »:: ::> ::;:;::5iM :: : ' ' > `: :: i > ' ? > ?» < >«": i s : `' : :i :M : • ::>< »::: >:: :: »:< ::::;:::::::: ....'f'i ar..dOre can. .. H a R 00 r i .> : .::f?[ {i : >`>..: :::: : ` :: : : : :` : : :z: :: <! ;: : : €<:.:?> :< :: <<<:! > »` > < :' <::: :« : : : : :':::::.. ...B • d et?U • : : :? : : : : :_'>; 3O • ::.::: b�a�es�. .:....:.:.:.::...:...... : .:; :;.:.:.;:.:....::.:::. ....Burl :.. ri�t • «: >:: > >< > :< > >iNi : ::<: > ::: ::> <; >::: >:<:<::: i::: : :: >: » < : :: f a> ..............Actual AOa.ietl. :n.o r..oved.Ad ter1.. an '1�9. 8199:::::::> :� >:::::��.99/00:: »::: >:::: >::» <:::<:::::;:<: »: R �UQOtO:' 1::::>:«:»:::::: ��O�Oi .Q'1. �f1QQl0'1;::;: • Personal Services • • Positions • 3.50 3.50 3.50 3.50 3.50 3.50 . • • Wages $163,238 $175,607 $183,353 $188,664 $188,664 $188,664 • Overtime 0 0 0 0 0 0 II Worker's Compensation 648 553 . 374 484 484 - 484 Payroll Taxes 14,014 14,677 15,526 15,979 15,979 15,979 Retirement 17,831 19,969 20,169 20,488 20,488 20,488 • Group Insurance 12,760 13,043 10,912 11,462 11,462 11,462 • • Total Personal Services $208,491 $223,849 $230,334 $237,077 $237,077 $237,077 0 'Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 42,779 61,897 80,375 56,770 56,770 56,770 S Repair & Maintenance 139 120 0 0 0 0 Special Dept. Expense 6,578 10,700 12,560 12,790 12,790 12;790 • Small Tools & Equipment 0 0 0 0 0 0 • Office Supplies 6,241 9,276 14,820 19,130 19,130 19,130 Advertising & Publicity 0 120 0 0 0 '0 • Fees /Dues /Subscriptions 2,910 3,661 5,085 5,612 '5,612 5,612 • Travel & Training 8,323 4,256 11,940 12,410 12,410 12,410 Fuel Expenses 0 0 0 0 0 0 • Computer Software 2,394 358 0 0 0 • 0 Rents &'Leases 0 0 0 0 0 0 f Utilities 0 32 100 0 0 ' 0 • • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 ' 0 0 • Total Materials & Services $69,364 $90,420 $124,880 $106,712 $106,712 $106,712 • • 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 2,000 915 0 0 0 Computer Equipment 0 2,422 0 0 0 0 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $0 $4,422 $915 $0 - ,$0 $0 Total Budget Unit $277,855 $318,691 $356,129 $343,789 • $343,789 $343,789 • III I 40 I •- 159 • • (IQE3 ::Q1::Ad�i .fe.d. t .............................................:...:::.:.:.::::::::::.::.:::::::::::::::::::::::::...:..:......................................... .:..::.::::..:.::::.::::.::...: Program Results: 2000/01 Goals and Objectives: Provide computer and telecom services to City Maintain the highest level of reliability for network services • departments, so that City employees can maximize their while keeping costs to a minimum. effectiveness in delivering services to the citizens of this • • community. Expand the capabilities of network computing to all departments. • Program Description: Expand usage of NT and Windows 98 in high- computer Network Services Department provides computer and areas, such as Engineering. telephone services to all departments in the City. The Continue to expand new Accounting system, adding Director of Network Services reports to the City Manager. several additional modules. The Network Services Department provides service and support to computers, telephones and telecommunications Program Highlights; located in all branches of the.city government. It is • responsible for hardware acquisition and maintenance, Expand World Wide Web presence for City of Tigard. and system -wide software acquisition and maintenance. Network Services also provides consultation and Provided internal Web server for easy distribution of assistance to all departments wishing to purchase information, forms, and procedures. department specific software and /or hardware. Provide Internet Mail and World Wide Web access to all The telephone system provides deskset, cellular and pager departments. • service to all departments. This includes ordering, • scheduling of installations, purchase, and maintenance. Maintain Network reliability in excess of 98% 1999 /00 Accomplishments: We are currently supporting 200 computers citywide, using two Network Technicians and one Assistant. This is • • approximately fifty percent of industry recognized staffing • Converted all of the City computers to Windows 98 Version levels. We continue to provide a high level of service with SE. minimal staff. Expanded multiple Windows NT 4.0 servers as application platforms in E -mail, Accounting, and Groupware. • Upgraded all computer hardware and software to be Y2K aware. • Installed and implemented new Accounting software. • Installed and implemented new permit software. • • • • • • 160 • • • • • t+�. vt►arl ::;; ;:::;: >::;fudgt.:.lntt..;::3;4i • Performance Measurements • _ 1997/98 1998/99 1999/00 2000/01 Number of computers N/A . 185 200 225 • Number of service calls per day N/A 20 25 30 • Number of classes taught N/A 300 240 * • • * Network Services currently provides training on the • major software packages that are used on a city -wide • basis. However, the department will soon experiment with using an on -line service for this training. The • department will continue training on software that is • not included in the new service. • Full Time Equivalent Positions • 1997/98 1998/99 '1999/00 2000/01 41/ Network Assistant 0.00 1.00 1.00 1.00 • Network Technician 2.00 1.00 1.00 • 1.00 • Senior Network Technician 0.00 1.00 1.00 . 1.00 • Micro'Computer Support Technician 0.00 0.00 0.00 0.00 Network Services Director 1.00 1.00 1.00 1.00 • Senior HR/Telecommunications Analyst 0.50 0.50 0.50 0.50 • Total Positions 3.50 4.50 4.50 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 current events, tips, tricks, etc. • • • • • • • • 161 • • t tt. " € hiss. :::::< :::::::::::::::::<:::::::: :<: : • • • i:::» ::>: ::: : : : :::<:: ><: >:: >: >:::<:: >!: >:> :::::> :::::::: : : : : ::::::.::: :: : : : :::: . :>: : >: >::<' >: <::: >:::: <: : : : :: >:::: >:::> :: »::: >:: >::::::s:::::: >: »:: »> 'Y`: pQtI.:Q:. td ..e....i d e .........:...::::::.:.::.::.::::::..:.:.� i::: .........................................................:.:.::.: ..::: ::::.:::.. _ of` > >:ar, ::: >:.ego:: >.:> < >: : :: i. .' > :> : >' >� :::» > `. < :':: ° > :''i:> > >> < <: > € :' :<'i'.<.€ s » :`:': C l .. . 'k'k d ..dre are :................. . Network? 5e � ` : : ' `S > :1 C 11 ` ` `` : 11. ? y? ? V MR IMSM : ' ` `? ' C% .' . :!:`:: 2Y::�:!A1 : =` ' M iI40 ::::; :.;::;;::tv€eS:;<:;:. »::; Budg Ury� €. ..... 3f4t1 :: : ::`! Aafua' «::,: , <`''``" . 0. :;::: ;:<�;: :. : ::::: ::: k : .. : ... . fed ::«:::Pr » >'.:: > .....rni'r ' : »:<:..::.:....:::: .:.::: .:.::.::>::: :.:.:. ::.::.:.:.;:. ::.;::. ::. ::.;::.>:;:..::.::.::.;:.:.:: ::.;:.:.:: :.;:.:.; ::.;>;::.: > :.:.:>:: :: .:...:.............................:..................: ...... ....: ........................... ed.Ado fed... ::::>::>::;::> :: ><: >:: ><::: > <:;: >:::::.escrr: vn; ::>:::>::::>:>:::< :::::: >:�:::: :: »:::::: »::::::. ;:: a . . .. . . . .. . .�ksasrsa:<::: >::<::<: »i#sa1n� o.:. <: >::::;: >:: »:> :::: > :<: »:: >:: >::. .......................................... R ................................................................................................... ...............:..:. �£tQ. fO't.::: 21300101. ;�DOIO1>;: • Personal Services Positions 3.50 4.50 4.50 4.50 4.50 4.50 ' Wages $159,641 $189,601 $206,918 $215,918 $219,396 $219,396 , ' Overtime n n 4,783 7,462 0 0 0 0 . Worker's Compensation 501 485 422 1,017 1,338 1,338 Payroll Taxes 13,677 16,099 17,521 18,288 18,582 • 18,582 Retirement 16,346 18,433 21,640 22,330 22,713, 22,713 Group Insurance 11,541 16,073 19,986 24,425 24,460 24,460 Total Personal Services $206,489 $248,153 $266,487 $281,978 $286,489 $286,489 Materials & Services • Water Costs $0 $0 $0 $0 $0 $0 • ' Prof. & Contract Services n 24,506 32,567 48,930 69,940 69,940' 69,940 Repair& Maintenance 29,442 36,801 30,950 31,852 31,852 31,852 Special Dept. Expense 156 14 0 0 0 0 . Small Tools & Equipment 0 0 0 0 0 0 ' Office Supplies 4,019 4,707 6,700 183,410 183,410 183,410 Advertising & Publicity 835 1,358 890 890 890 • 890 Fees /Dues /Subscriptions 4,608 8,884 9,195 27,930 27,930 27,930 ' Travel & Training 340 • 4,644 7,390 13,315 13,315 13,315 . Fuel Expenses 0 0 0 0 0 0 • Computer Software 13,714 29,109 159,815 72,687 72,687 • 72,687 Rents &Leases 131 0 0 0 0 0 Utilities 183 458 4,056 4,176 4,176 4;176 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 ' Total Materials & Services $77,934 $118,542 $267,926 $404,200 $404,200 $404,200 ' 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 2,023 12,382 28,615 0 0 0 Computer Equipment 41,594 58,629 107,935 26,400 26,400 26,400 Operation Equipment 498 0 0 0 0 0 Computer Software 0 0 0 0 0 Total Capital Outlay $44,115 $71,011 $136,550 $26,400 $26,400 $26,400 - Total Budget Unit $328,538 ' $437,707 $670,963 $712,578 $717,089 $717,089 ' 162 • h • • Program Results: 2000/01 Goals and Objectives: • •:•Preserve the City's assets and service capabilities from ❖Completion of the Parks ADA improvement plans. , • loss, destruction, or depletion. ❖Manage citywide review of contracting needs and r • +Minimize the total Tong -term cost to the City of all develop contract templets and contracting manual for . activities related to the identification, prevention and department use. • control of accidental losses and their consequences. •:•Review and renew bid for Insurance Agent of Record +Create a system of internal procedures providing a contract • constant reassessment, of fluctuating exposure to loss, •:•Review and update 6 OSHA - required policies and • loss bearing capacity and available financial resources, conduct citywide staff training as needed • including insurance. +Co-facilitate the 2000 Tigard Beyond Tomorrow, vision ❖Establish, to the extent possible, an exposure -free work renewal process. • and service environment in which staff and the public can • enjoy safety and security in the course of their daily Program Highlights: pursuits. • This year's budget supports Risk in assisting departments • Program Description: in minimizing, preventing, and controlling accidental losses and their consequences. There are no major changes in • The Senior Analyst/Risk Manager reports to the City the budget resources requested over last year. • Manager for the following program areas: • •:•Risk Management - coordinating a citywide program With solid waste franchise administration & building • with a focus of proactively protecting the City's assets from security tasks being turned over to other departments, • losses that would unduly impact the City's operations and more claim review & investigation will be able to occur in- financial integrity. house. Time for risk analysis of potential losses and policy • r •:+ Tigard Beyond Tomorrow Vision - a joint effort with the updates will be provided more routinely. • City Manager's office to provide a structure and process for capturing citizen insigh•and direction for the future of • the Tigard community. • •:•Special Projects & Analysis for the City Manager. This includes such items as serving as the citywide coordinator • for issues surrounding the American's With Disabilities Act for facilities, programs and services;.review & update of • leases and contracts; providing oversight to solid waste • franchise issues, etc. 1999100 Accomplishments: • • •)Managed major update appraisal of all City property and • equipment. Negotiated coverage with insurance • • providers. • • •:•Implemented citywide building security plans including: emergency evacuation drills & training; implementation of • a cardlock/badging security system; updated keying • systems at 7 buildings. •:•Formalized all safety policies, procedures and OSHA • required programs in manual format for reference in each department. • •:•Trained all City employees in the safe use of hazardous • materials and how to access information about materials if exposed: • • • • • S 163 • • :.;::.;:;.;:.; :: . :<'<::±::<:.:::::: :Y::::z:: ? :::::::::::::::::: ±2? Vi i;:;?:::;:::?;;? ............:............. Performance Measurements Objective:, Reduce Exposure on Property, Auto & Liability 1997/98 1998/99 . 1999/00* 2000/01* Claims # of Insurance Covered Claims against City 33 32 35 36 # of Open Claims 5 4 8 N/A # of No -Fault Claims Closed 18 16 25 N/A # of At -Fault Claims Closed 10 12 2 N/A Objective: Reduce exposure from poorly written contracts.. # of Claims Stemming from these Contracts . N/A N/A N/A N/A Objective:, Reduce Exposure on Workers' Comp Claims # of.FTE_(City -wide) • - # of Claims Filed # of Time Loss Days Due to Injury 226.13 242.51 257.00 263:50 Experience Modification History** r 31 37 44 50 . *Estimated 34 95 70 50 * *Experience Mod is computed on 1.00 being the average incident rate for 0.88 0.94 0.97 1.00 . similar work nationwide Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 • Senior Management Analyst/Risk 1:00 1.00 1.00 1.00 Risk,Management Technician 1.00 1.00 1.00 - 1.00 Total Positions 2.00 2.00 2.00 2.00 Service Level Standards File all with the appropriate insurer within 24 working hours of receipt. Answer all correspondence within 5 working days of receipt. • Investigate & respond to all ADA complaints filed with the City within 30 days of filing. Investigate & review all claims internally. 164 • • :......::::::..... >::::: :s :::::: :: ::::......:::::::� : ..... ::::.:::::::::::: ::::::::.. . C t ..c33f..'t1 ar..d • ..are vr .. • • • Rf M00. 0. 000: 6:.;:.:.:::::.:..: .:.::::::9 : : : :.::::.: .:;.::::::::::.;:. ;:: : ::.;:.:..:.:.;:::.::: Bud stypf ;1b0. • ::<::«:>:::>:::<:>::::<::« ::<::>::::»:::<:::>::>::>::>::::>::>::::<:::>:>::;::«<:<:: : >:: >:: >:<::: >:::: >:::: >:: >:::: ;..;: ted... .l* :. >::> :; >: >:::>:: '11197` 9 > >:::..<;::...:. :: >::: »:::<. ;>::;. ............................................ R.......::.:::..:....::::......:.: t.. 8:: ::::: ?�$St�9..:.:::: ��9 /Qil;.:.:.::: �13U010' I.::::..:.:;: 2t�r741Q1 ::: :«:::: > : :; : >:�f1QOtd'i; <' • • Personal Services • Positions 2.00 2.00 2.00 2.00 2.00 2.00 • Wages $82,094 $93,159 • $95,939 $102,600 $102,600 $102,600 • Overtime 298 0 0 0 0 0 • Worker's .Compensation 438 365 267 337 337 337 • Payroll Taxes 6,942 7,723 8,124 8,690 8,690 8,690 Retirement 7,327 10,234 • 10,553 11,040 11,040 11,040 • Group Insurance 7,573 11,705 12,217 12,995 12,995 12,995 410 Total Personal Services $104,672 $123,186 $127,100 $135,662 $135,662 $135,662 • Materials & Services • • Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 6,657 9,249 24,795 15,950 15,950 15,950 • Repair & Maintenance 37 0 0 0 0 0 Special Dept. Expense 339 54 0 0 0 0 • Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 3,086 7,252 3,500 3,150 3,150 3,150 Advertising & Publicity 0 0 0 0 • 0 0 • Fees /Dues /Subscriptions 1,504 1,363 1,300 1,230 1,230 1,230 , Travel & Training 4,911 2,709 4,096 5,725 5,725 5,725 Fuel Expenses 0 0 0 0 0 0 • Computer Software • 359 0 0 0 0 0 Rents & Leases 162 0 0 0 0 0 • Utilities 96. 258 0 270 270.. 270 • Insurance 178,548 199,822 221,200 246,075 246,075 246,075 • . Library Materials 0 0 0 0 0 - 0 • - Total Materials & Services $195,699 $220,707 $254,891 $272,400 $272,400 $272,400 • 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 580 0 1,200 0 0 0 Computer Equipment 2,110 0 0 0 0 0 • Operation Equipment 0 0. 0 0 0 0 • Total Capital Outlay $2,690 $0 $1,200 $0 _$0 . $0 • • Total Budget Unit $303,061 $343,893 $383,191 $408,062 $408,062 $408,062. • • • • • • 165 • • :.:.:.8: ::iiii :.:. .;:.::..::9::::.:.:.:::::..:..;:.:::.:.:.: cfual. .. c�tt3t40:: : ........ :04:0 tetF Pr ::::::;:.;::>::;.:::.:• ::.:.:.::.:;.;:.;:.:.::.:.;:.::.::. ::.::.:. : .:. : :.;:. .:. .:. .:.:::;. : ;:.::::;: :.::.................... ................................:..... .......:.... os.ed.:A ..r..nvecl...Aclo F? .:::.:.::.:.:::!qP!.:.: �::::::. ::: .::::. i�p .:.::.::.........::.:........... fed ..,. >< ><<'. ti .... :........199.'i' Jet'.........' f998199::...:::. 400.9100 .:.::2f3Q.Ql01............ Perso 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 5 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 $5 $0 $0 $0 $0 $0 Materials & Services • Water Costs $0 $0 $ 0 $0 $0 $0 Prof. & Contract Services 1,000 0 0 0 0 0 Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 4,011 0 0 0 0 0 . Advertising & Publicity. 0 0 0 0 0 0 • Fees /Dues /Subscriptions 53 0 0 0 0 0 • . Travel & Training 1,461 0 • 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 • ., 0 0 0 0 0 0 Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 Total Materials & Services $6,525 $0 $0 $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' 2 0 0 0 • Total Capital Outlay $0 , $0 $0 ' $0 $0 $0 . Total Budget Unit $6,530 $0 $0 $0 $0 $0 • • ' 1 •••••• ••••••••••••••••• . 4 . __,. .7 4 1 I 1-1 . .,_.- -- , .__„. r C + (3 . .arttl:�tc�mtnistration..f�r.. © ....... ................ • • • • • Finance • • • • • Financial Administrative . Operations . Services • • • • • • • ::::.:::::::::::::.....:........................ p...................................................... ..... :....:....:.:::........... 199.::::,.::::: �. 99: 9Idlp.»::::>::::>:::< 2# ��DI# t�i........... 2t3bb l�3...........2b!?bft;t.4«::: >: # Positions 18.50 19.50 •21.00 23.75 23.75 23.75 • Personal Services $849,610 $879,292 $1,024,624 $1,189,168 $1,191,478 $1,191,477 • Materials & Services 245,954 325,940 318,000 373,503 373,503 373,503 Capital Outlay 13,254 14,529 23,800 ,0 0 0 Total Finance - by Category $1,108,818 $1,219,760 $1,366,424 $1,562,671 $1,564,981 $1,564,980 Finance $114,888 $99,027 $118,501 • $176,466 $176,466 $176,465 Financial Operations 532,576 591,418 652,550 690,784 693,035 693,035 Administrative Services 461,354 529,315 595,373 695,421 695,480 695,480 • • Total Finance - by Division $1,108,818 $1,219,760 $1,366,424 $1,562,671 $1,564,981 $1,564,980 • 167 • • • •1=..:::E}: art.: Atr . tel Bdt ::::::::::::::::::::::::::.:::::::.::::..................................................................::::::.:::::.:::.::::::::::::::::::::::::::: :::::::...:.:::............... • • • • Program Results: 2000/01 Goals and Objectives: • • 1. The City builds and maintains a strong financial position Enhance Finance /Financial Operations support.functions to • improve paper flow, file and maintain key financial records, and to • 2. The Finance Department contributes to the attainment of free other staff to concentrate on enhanced customer service. the Tigard Vision and supports Council and departmental • operational goals Improve and enhance the financial planning and budgeting • processes. Program Description: • Enhance court systems to,support'photo radar /photo red light The Director of Finance reports directly to the City Manager program implemented by the Police Department in June 2000. • • and is responsible for all financial transactions of the City. • This budget unit supports the activities of the Director. The Begin cycle of regular audits of franchise fee revenues. Department of Finance includes Finance, Financial • Operations, and Administrative Services. Develop citywide capital financing strategy. • Activities of the Finance budget unit include the Update City's cost allocation plan (program matrix). • management and issuance of debt for general and • enterprise, activities; the investment of public funds; the Enhance support to departments for annual rate reviews and rate annual budget process; long range financial planning; and setting. • financial advice to the City Council, boards and • • committees, and departments. Assume solid waste franchise management role. • 1999/00 Accomplishments: Program Highlights: • Received the GFOA Distinguished Budget Presentation • Award for 1999/00 and the Award for Excellence in Tigard's financial position is good. This program seeks to maintain Financial Reporting for 1998/99 (application pending for FY and improve that condition by developing and implementing strong 1999/00). financial management processes. • Worked with Departments to expand and update the Long • Range Financial Plan. • Prepared and communicated comparison of Portland and • • Willamette options. Analyzed general obligation bonds for • facility improvements, utility billing, budgeting, and financial • planning. • Analyzed financing options for a proposed expansion of the • • City Library. • • • • • • • • • • • • • • • 168 • • :.:::... �0�. Q7. �cic� . E��d �t ::.::::::::.:::.:.......:...........:.......................................................:.:::::::::::.::::::::::::::.:::::.::::::::.::::::::::::::::::. ::............................. r{ .n..e. �7..p�rt:e:t ..........:........ ..:.......... ..:.::. >:. >::... .....::::t9g:t.Unft.:..:.: Performance Measurements 1997/98 1998/99 1999/00 2000/01 • Level of Outstanding Debt $ 6,796,542 $ 6,850,522 $ 6,989,548 $ 6,239,979 • Amount of funds invested_ .$36,272,101 $39,182,621 $32,076,442 $35,000,000 Debt Issued $ - $ 3,192,678 $ 1,950,000 $ 2,000,000 • Total City Budget $ 56,461,078 $ 66,788,649 $ 62,520,475 $ 66,131,409 Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 • . Director of Finance 1.00 1.00 1.00 • 1.00 Senior Administrative Specialist 0.00 0.00 0.00 1.00 Total Positions 1.00 • 1.00 1.00 `2.00 Service Level Standards Achieve a rate of return on investments that exceeds the state investment pool. • Maintain City credit rating at Al or higher. • Manage debt to ensure the lowest possible interest cost to the City. Update Long Range Financial Plan prior to December 15. • 169 • • • F Ci4nc..:t7 40. 6.e nt .::.::.::.....::::.::::.::.........:....................................:.:.: ::::.::: :..:.:::S:::.Bud 0$ • : Actiiii `: ' : :A f a ! i iz::'::: Ei; OStiiiii' '`Y ; � ilithv : = ii t .:.....:...:.:.:............:.... : ::p ........ .... :.:. r.ovecf...: ...A ted::. 9. ................... .................. R ........:::::: : .::..::.::::::::::::...................................................... ................. 2f3Q0f 0" 1E:::::::>::::<;;:: 2C1 f}QlQ1:: >:: >:;: >: >aQ010'1::: • Personal Services • • • Positions 1.00 ' 1.00 1.00 2.00 2.00 2.00 0 • Wages $71,068 $65,165 $75,005 $116,426 $116,426 $116,426 Overtime 168 71 0 500 500 500 • Worker's Compensation 249 164 153 342 342 342 • Payroll Taxes 5,745 5,382 6,202 9,856 9,856 9,855 Retirement 8,501 7,406 8,251 12,153 12,153 12,153 • Group Insurance 4,992 4,736 6,263 5,729 , 5,729 5,729 • Total Personal Services $90,723 $82,925 $95,874 , $145,006 $145,006 $145,005 0 Materials & Services • Water Costs, $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 15,212 3,802 12,000 21,500 21,500 21,500 • Repair & Maintenance 37 0 0 0 0 0 Special Dept. Expense 5 21 0 20 20 20 '• Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 319 543 600 750 750 750 Advertising & Publicity 2,320 2,064 3,075 3,125 3,125 3,125 • Fees /Dues /Subscriptions 4,428 4,725 4,475 2,475 2,475 2,475 Travel & Training .. 1,844 4,073 2,393 .3,590 3,590 3,590 • 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 33 84 0. 0 0 • Insurance 0 0 0 0 0 0 Library Materials 0 0 0 0 0 0 `' Total Materials & Services $24,165 $15,261 $22,627 $31,460 $31,460 $31,460 a • Capital Outlay • ill Land & Improvements $0 $0 $0 . $0 $0 ' $0 Building & Improvements 0 0 0 0 0 0 1 Vehicles 0 0 0 .0 0 0 • . Office Furniture & Equipment 0 841 0 0 0 0 Computer Equipment 0 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $0 $841 $0 $0 $0 $0 • Total Budget Unit $114,888 $99,027 $118,501 $176,466 $176,466 $176,465 • • • • • • • 170 • . • • r. • Program Results 2000/01 Goals and Objectives: The Division contributes to the Finance Department's Complete automating the receipting process of utility • overall desired results of building and maintaining a strong billing. financial position for the City. Complete implementation of the on -line features of the Financial and management reporting to City departments financial /payroll reporting software, with follow -up user meets Local Budget Law, general governmental training. accounting standards, and informational needs of City programs. Identify and implement further enhancements to the utility • • billing and finance software based on a cost/benefit • . Supports City programs and departments in minimizing or analysis. reducing the cost of doing business through effective purchasing and contracting initiatives. Review rates and penalties (business tax, utility billing, and other miscellaneous revenues) and make appropriate Maximize revenue sources to the City. recommendations for change. Program Description: Conduct on -going training and provide department support in using the City's purchasing programs and procedures. This Division includes utility billing, accounts receivable, • accounts payable,•payroll, fixed assets, lien searches, Implement GASB 34 requirements, if adopted. inventory, preparation of financial and special request . reports, business tax, and centralized purchasing. Participate in the City's annual budget process with adoption by the Council before July 1, 2001. 1999/00 Accomplishments: Complete annual audit and issue Comprehensive Annual Received Certificate of Achievement for Excellence in Financial Report by November 1, 2000. • Financial Reporting from GFOA for Comprehensive Annual rocureme • Im lement nt cards on a ci Financial Report for Fiscal Year Ended June 30, 1998. p p tywide basis. • The Comprehensive Annual Financial Report (CAFR) was Program Highlights: completed for Fiscal Year Ended June 30, 1999, and • issued December 30, 1999. Continue to automate the process of utility payments. • Focus will be placed on increased productivity by Adopted new Fixed Asset Policy. automating the cash receipting process and eliminate • • manual entry into the new utility billing system. • • • Out - sourced utility billing mailing. Expand.payment options for utility billing customers. Completed conversion of utility and financial reporting • software and began issuing financial reports to City • Enhance the training program for end users of the financial • departments on a monthly basis. The utility billing cycle software program so that basic queries can be was brought current. accomplished at the department level. • Developed and implemented a new fixed asset reporting Continue to develop a cost allocation method that can be module. implemented on a citywide basis. • • Expand the financial reporting options and capabilities of the new financial software by continued training of staff. • • Evaluate options for the internal development of a new special assessments module. • 171 • • • • • F ; 2::::::: e.; : > :!i >: »s: : : > >>M:ii>:: >::: >:s : > : »>:: :: :: :: : : :: € :: : €`::;:: : €:: >:>:> li< ::`:iiI >::>€;>::>:»:»:::::>::>:::::€:>:: €::>:: >:<:::::>:: >: >>: »: ::: >:: ; : :B :.::Y....OQA 01. Ado ted..B�d et :..:.:::::.::::.::: :::::...::.:.:.:::: ::::.:..::::...:.:.:.:::::.: ::::...:..: ::::.:: j � • €: `:: 3 �r' 1ig :.co.it;;:g; : ? s `c ! ! : ' '! ; y • ............::..P...0ctn....::...:............:...:..:::.::.. .:..:....::........ ......... :::: .?uci.et.i1 nit.....323.: • Performance Measurements • • 1997/98 1998/99 1999/00 2000/01 • Payroll Checks Processed 6,068 6,100 7,200 7,200 • • Utility Bills Processed 90,122 93,000 96,000 98,300 • Accounts Payable Invoices /Checks Processed 18,097 20,500 21,115 21,530 • • Purchase Orders Processed 853 1,250 1,000 1,050 • Lien Searches Processed 3,615 3,000 ' 3,150 3,150 • • Number of Vendors N/A N/A 3,300 3,320 • Number of Water Meters Sold N/A N/A 450 365 • Number of water and sewer accounts N/A N/A 16,000 16,400 • •• Number of Business Tax Accounts . N/A N/A 3,206 3,366 • • • Full Time Equivalent Positions • • 1997/98 1998/99 1999/00 2000/01 • Accounting Assistant II 2.00 . 3.00 3.00 3.00 • Senior Accounting Assistant 3.00 3.00 3.00 3.00 Senior Accountant 0.00. 0.00 1.00 1.00 • Budget/Finance Analyst 1.00 1.00 1.00 1.00 • Buyer 1.00 1.00 1.00 1.00 Budget and Financial Operations Manager 1.00 1:00 1.00 1.00 • Utility Worker II 0.00 0.00 0.00 0.75 • • Total Positions 8.00 9.00 10.00 10.75 • • 1 Service Level Standards • Monthly Financial Statements to Director of Finance - 4th working day of month. • Purchase Orders processed and distributed - within 2 working days of receipt of requisition. • • Utility billing processed and mailed - within 5 working days of meter read. • Cash receipts posted to accounts - 1st working day after receipt of payment. • Issue Comprehensive Annual Financial Report by November 1, 1999. • •' •. • 172 • • • fY> .4 A •...........; ; :.. ... : :.; .. .. ... : :<.:: .... :.; : :.; :. . ;. :::<:>::::><':::':>:<:;<:<:::::>:<::>::::>::::>:::«:::M;:: :»<:::>:::>:::::> : : : : » :< : : : :< : < : :< : : : : : : : : :; : : >: I< ..of'1 and .Ore cr.n..... . . 2 : : :? :: ia ; :; %2: : t :`: ' '? %` ` < ±' ' r ± :;`77:77; : F± [ : ' ` 2 ? `` f' ' < � ? < B`B B' uu << ' ' :`' : :::: ' :' ?% F , rtar i l i PoW.I.or :. : : : : : 2 ::.: . : : : :... :. :. >; :... : :.. :: ;717.7 ` - ;7777 : » :Rud tie .::::t ..:. :... ::.. 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C ............. :AOO l :; > : : >< :< :<: AdQ "ted: :: : : ::::50 `' ose` : » : :A.O.i;: > : 7777 > : :': : ., < ,. :< ::.;;; >< ::«::::::::::::>::::>:::<::<:::>:><:<::<:::::::::<:::::::::::>::: > : : : : : : : : : > : : : : > : : : : : :« : : :; : :<: ..7777 : : > : : : : : : : :: ..7777 > : :: ..777. d.... r ::.::.:.:...:.: ................ 1 . ..::::::::::::::::::: : :. : :.. : :. : : : : : :. : : : : : : : :... : . � p.::::::::::::::: .. :..... :. ov...e�i. : : Aclo . fed : :. : : : > :< : > : < : > : : : : : : : > :« : :< :> : : :: : : : :pi sari itaiii: : : >:: > : : :::: : : : >< :< :: :::::777::::7::: >: >::::::: .:: ............ .:.. :.....:::::..:...:...:. .. :: : : : : : : : : :.... :.. :. :. :. .. 771 <.; :. :. :. : :: ;::.,..:.,::::.;;:.; 1111. X97198 : : >< : : : > : : : : : : :< :'1998/9 : : : :«< :: ..7777 : >; . : : : : : : : :: ..7777:. ; ..7777 :: ..7777 ..7777 >? : .................... R .............................................................................. : ....:. : 9.'t�99100 : : �f3p010' 1............. 2�t �DlU' I: : : : :< : : :7 : : :7 :< :2{iQOlO'I< : > : :: ,Personal Services . Positions ' 8.00 9.00 • 10.00 10.75 10.75 10.75 Wages $300,841 $315,412 $388,444 $417,632 $418,680 $418,680 • Overtime 702 3,461 0 1,500 • 1,500 1,500 Worker's Compensation 1,076 1,138 792 1,203 1,205 1,205 Payroll Taxes 25,284 26,229 33,142 35,499 35,587 35,587 • Retirement 32,887 32,982 40,685 43,838 43,953 43,953 . . Group Insurance 31,743 35,698 45,353 53,372 54,370 54,370 • Total Personal Services $392,533 $414,920. $508,416 $553,044 $555,295 $555,295 ' ' Materials & Services Water Costs $0 $0 $0 . $0 , $0 $0 Prof. & Contract Services 58,526 64,480 43,567 82,221 8 82,221 • ' Repair & Maintenance 4,290 5,491 1,800 2,150 2,150 2,150 ' Special Dept. Expense 117 28 40 810 810 810 Small Tools & Equipment 0 • 0 0 0 0 . 0 . Office Supplies 53,895 57,586 63,019 34,680 34 34,680 . Advertising & Publicity 835 1,376 3,045' 3,125 3,125 . 3,125 Fees /Dues /Subscriptions 3,049 3,043 3,515 4,186 4,186 4,186 , . Travel & Training 3,595 4,681 13,184 9,922 9,922 9,922 Fuel Expenses 0 0 0 546 546 546 Computer Software 8,254 32,090 0 0 0 0 • . Rents,& Leases 1,199 1,077 1,464 0 0 . 0 , Utilities . , 0 0 100 100 • 100 • , 100 • Insurance 0 0 0 0 0 0 . Library Materials 0 . 0 0 0 0 . 0 . Total Materials & Services $133,760 $169,852 $129,734 $137,740 $137,740 $137,740 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 187 2,942 8,350 0 0 . 0 Computer Equipment 6,096 3,704 0- 0 0 0 Operation' Equipment 0 0 6,050 0 0 0 Total Capital Outlay $6,283 $6,646 $14,400' $0 $0 $0 Total Budget Unit $532,576 $591,418 $652,550 $690,784 $693,035 $693',035 . • • 173 •••f ••.••••!•••• •••••1•••••••••0••••••••`•••••• li a o e � I U Adm ntstrattot3..l rarm ... Administrative Services Office Municipal Services it, Records . Court 4 � • • # Positions 9.50 9.50 • 10.00 11.00 11.00. 11.00 • Personal Services $366,354 $381,447 $420,334 $491,118 $491,177 $491,177 Materials & Services 88,029 140,826 165,639 204,303 204,303 204,303 Capital Outlay 6,971 7,042 9,400 0 • 0 0 Total Admin. Services - by Category $461,354 $529,315 $595,373 $695,421 $695,480 $695,480 Office Services $199,646 $226,745 $249,111 $266,125 $266,144 $266,145 Records 106,925 110,495 147,765 160,287 160,307 160,307 Municipal Court 154,783 192,075 198,497 269,009 269,029 269,028 . Total Admin. Services - by Division $461,354 $529,315 $595,373 $695,421 $695,480 $695,480 174 • •• . ............................dap �c� B�cl ge...:........ .:;:::.::.::..:::::::::::..:::. • • • Program Results: . 2000/01 Goals and Objectives: , • • The section contributes to the attainment of the Tigard Implement software that will track customer usage of City's • vision and supports Council and departmental operational web site. • goals. Provide departments with usage reports. Work with • Enhance the City's Internet site to provide the public with departments to maintain web site and add new information comprehensive information about the City as needed. - • Provide customer support through mail processing, Review web site "look" to determine, if it represents the directing incoming calls, reserving meeting rooms, City professionally.. • completing work projects and desktop. publishing services. • • Evaluate how well GroupWise is working for room Program Description: reservations. If it is not meeting the City's needs; research other software options. • The section provides citywide support to departments • through mail services, switchboard coverage, meeting Provide data entry support for increased traffic citation • room reservations, general clerical services, word volume. processing, desk top publishing, and data entry. • Development and maintenance of the City's web site is Program Highlights: also provided through Office Services. The City's web site will continue to be a major focus this • 1999/00 Accomplishments: year. Staff will work with members from each department to identify information that may be added to the web site. • Financial Operation's non - billing mail function has been Continued staff training will expand the options the City • merged with citywide mail services. Their mail equipment has to meet customer needs through the web site. was moved to City Hall, which resulted in Office Services • being able to delay purchasing or leasing new equipment. Office Services will continue to provide clerical support to • the departments. The Information Processing Technician has begun training • related to web site design and maintenance. Staff will work with the public to meet their meeting space • needs. Increase in time Information Processing Technician is • spending on.web related projects._ Web site has been expanded in the last year. • • • • 0 • • • • • • • • i • • • • • 175 ' • • ....... ... ..................... Performance Measurements Workload Measures 1997/98 1998/99 1999/00 2000/01 • Average number of calls per day N/A 525 476 450 • Average number of hours spent on projects per month N/A 265 262 265 Average number of pieces of,mail sent per month N/A 5,207 6,280 6,600 Average 'number of room reservation per month N/A 41 43 45 . Average hours per month spent developing and N/A 9 15 20 maintaining the City's Web site Full Time Equivalent Positions 1997/98 1998/99 1999/00 2000/01 Administrative' Specialist I • 1.00 1.00 1.00 • 1.00 Administrative Specialist II 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 need, 24 - 48 hour average • . response time. Switchboard response level: First ring whenever possible, third ring when phones are busy. Clerical support response: As requested, minimum lead time 24 hours. Room Reservations response: . • 80% immediate assistance, 20% returned call back within 176 • A • ........:.:...:.:;.::.::.::.......::.:....::.:.:.::....::.::::.:.:.::::. :::::. .::::.................:.....:. :..:..:...........Bud st: U .n.Et.:: >: >:::: >:::. »:::<:33;0: • ::«:»>:»:«::::<:>:<::::a:>::>::>:<::::>;:>:»»:<>:<::::«:::>::»:<:::;:::;: :<::: >: >:: >:: >:: >::::::: >:::<:> :. ct al ........... :Ma ted .;...... :pto used roved .: :.:.:.:.::.::::<.:;:::::.:::::::::::::::.................................. ............................... lido led::. • .................:.... R ........................................................................................................... ......................: Q.:l.: 1..:: 2fl 0.OlU1.2ftQt110'I;:: >:: • • • Personal Services • Positions 4.00 4.00 4.00 4.00 4.00. 4.00 • Wages $116,913 $122,090 . $125,141 $129,811 $129,811 $129,811 • Overtime 280 '242 0 0 0 0 • Worker's Compensation 448 396 255 273 , 273 • 273 io Payroll Taxes 9,884 10,210 10,596 10,995 10,995 10,996 . ' Retirement 10,537 12,141 12,514 . 12,981 12,981 12,981 i Group Insurance 12,944 14,292 13,930 19,560 19,579 19,579 41 Total Personal Services $151,006 $159,371 $162,436 $173,620 $173,639 $173,640 • ' 1 Materials & Services • • . • Water Costs $0 $0 $0 $0 $0 $0 • Prof. & Contract Services 96 2,251 1,360 1,400 1,400 1,400 Repair & Maintenance 1,416 1,246 1,210 1,175 1,175 - 1,175 Special Dept. Expense 10 12 0 20 20 20 • Small Tools & Equipment 0 0 0 0 0 0 Office Supplies ' 41,725 55,782 72,155, 86,300 86,300 86,300 • Advertising & Publicity 0 0 0 0 0 ' 0 • Fees /Dues /Subscriptions 0 0 200 0 0 0 • Travel & Training 0 579 1,700 1,385 1,385 1,385 Fuel Expenses 284 227 170 225 . 225 225 • Computer Software 321 298 0 - 0 0 0 • Rents & Leases 1,142 1,470. 6,880 2,000 2,000 2,000 Utilities 355 26 0 0 0 0 • Insurance 0 0 0 0. 0 0 Library Materials 0 0 0 0 0 0 • • Total Materials & Services $45,349 $61,891 $83,675 $92,505 $92,505 $92,505 • Capital Outlay • • Land & Improvements . $0 $0 $0 $0 $0 $0 Building & Improvements 0 0 0 0 0 0 1 Vehicles 0 0 0 0 • 0 0 • Office Furniture & Equipment 895 375 3,000 0 0 0 . Computer Equipment 2,396 5,108 0 . .0 0 0 • Operation Equipment 0 0 0 " 0 0 0 • Total Capital Outlay $3,291 $5,483 $3,000 $0 $0 $0 • • • Total Budget Unit $199,646 $226,745 $249,111 .$266,125 $266,144 $266,145 • • • • a 177 • 41. Program Results: 2000/01 Goals and Objectives: The Records section supports Council and departmental Complete file inventory of records stored at Canterbury operational goals by managing semi - active and inactive site. records and providing staff with records as needed. Complete data entry of existing files into Clerk's Index Provide storage and retrieval of inactive records in a way software. that improves employee efficiency in locating needed • records: Keep microfilming of records current. Provide quality • • control check of returned microfilm. Protection of City records with long -term retention through ' microfilming. Keep current file of potential litigation. Assist Administration in locating and providing required Provide litigation support by providing a centralized documents. • location for the gathering, documenting and providing of materials for the City to respond to a lawsuit. Coordinate a citywide committee to identify City's need for optical records system. Program Description: - Complete annual records destruction. The section provides citywide support for file management, including file development, filing, records retrieval, Program Highlights: • coordination of records relating to litigation, document preparation andmicrofilming of records and coordination of The Records section will continue to provide services to records destruction. all City departments through support of their records management efforts. As records are sent to the section, 1999/00 Accomplishments: they will be logged and retention periods assigned. As the retention periods are met, records will be destroyed per the Annual record destruction completed using adopted Tigard Municipal Code. • retention schedule. This year, we added departmental • verification that electronic records were also destroyed. Files will be made available to staff and public through the records,request process. Use of volunteers to help identify and document court citations that met retention requirements. Litigation related files will be gathered, stored, and tracked . by staff. Continuation of microfilming program. Hired part-time • administrative specialist to further microfilming program. To protect records with long -term retention, the records will • - be microfilmed and copies of the microfilm stored with the . • Participation in Tigard High School's CE2 program. State Archives. . Students have been helping with labeling and preparing files for microfilming. • • Rearrange file system in the vault to follow the retention schedule approved last year. • • • • n . 178 • • • F1'::2QFiia- L�1 >::d?�do f `�� • • Performance Measurements • 1997/98 1998/99 1999/00 2000/01 • Number of incoming records entered into the file system 2555 1559 2195 2200 Average length of time required to provide record 36 min. 43 min. 64 min. 60 min. • • Average number of records request per month 32 59 65 70 • Hours per month spent preparing records for microfilming & • 334 349 , 350 750 • quality checking film. • Number of hours per year spent on litigation related N/A 45 20 30 • requests • Cubic feet of records destroyed in annual destruction 203 312 120 200 • • • Full Time Equivalent Positions • • 1997/98 1998/99 1999/00 2000/01 • Administrative Services Manager 0.50 0.50. 0.50 0.50 Senior Administrative Specialist 1.00 1.00 1.00 1.00 • Administrative Specialist I 1.00 1.00 1.50 1.50 • Total Positions 2.50 2.50 3.00 3.00 • • • Service Level Standards Records Requests: Basic - one hour response time • • • Research Requests: Half day response time • • New files entered into database and filed: Three times per week • Record destruction: Yearly • • • • • • • • • 179 9 • ': i:':: tikit`<' ifT1gard 6 „.. :>:::' ?1:::>::»': >::;5:: >:«::< >`: : : : : : :`i >: < :;: r[:: >::: is : :: : : ::: <::`<i.: : : : :ii : <::: . ?: €::<: >:::;>:: >: >i::i:::i<::i:::>:: i ••••• •:••••:••••••••:••• ••••: >:::::: >:: «<: >::::::•••:« ••••: > •••• Ore on ............................................... .......... ................. R •..:.;.;,.Got s!: : : >:> g: : ::> > : » » < `: > : :: :: :::: ::: >::: ::::: :: ::: ::: ": :: :: ::::: :' {: : : >' > < < » I<: > < < `::::': ::: :::: :' >f : ::: E?':;' :> :: <:::iz: :::::::< B .::; a :..d ..................... Bud et € Viii €::: : ><<A ><: Actua)!g:::: '.> Act :iial >< ': < A , >::;> t >': d :NN: Mops. : ;: . <> . `' s:tsi.:;':e: . :<: >:; "`da ............................. ```:`' `: :.;<::::>::::::>::;::::: :::: . ::>:::::: : ::: :::>:: ::;::;:::»::::::: ::: : <:: >:::•: >:: >: :::;: >:: .............Ado t .........r. osed.....A ..rnued......�tt ><::: : : :::::::::>::>::: :. .:...........................::::. :.... ........ ..................... .. . aiiiii::l es r'i«'£ orr i > >> > <?> > :iiii: 09719 > > 0981 :: 0:>::!:: > ::: : :4.# .9100 «:::::2, :" : ' , s , :.:.,.:; :. '> ::2• ,. 1< >' >: » >: >:> > : P............: ............:.......... .... '> '�.:..... �....:.::�.. 9 ................<::... �41QOfQ'F......... 2C}QOlQ1...: : : Personal Services . Positions 2.50 2.50 .3.00 3.00 3.00 3.00 Wages $75,139 $76,617 $93,800 $98,985 $98,985 $98,984 • • Overtime 807 330 0 • 0 0 0 ' Worker's Compensation 213 172 .191 208 208 208 Payroll Taxes. 5,989 5,885 ,7,943 8,383 8,383 8,383 Retirement ' 8,097 7,271 9,091 10,183 10,183 10,183 Group Insurance 7,468 9,572 • 15,155 16,359 , 16,379 16,380 Total Personal Services $97,713 $99,847 $126,180 $134,118 $134,138 ' $134,138 Materials & Services Water Costs $0 $0 $0 $0 $0 $0 ' Prof. & Contract Services 4,703 3,882 9,400 14,000 14,000 14,000 Repair & Maintenance 480 646 1,160 1,200 1,200 1,200 . Special Dept. Expense 0 0 0 20 20 20 Small Tools & Equipment 0 0 0 0 0 0 Office Supplies 1,239 1,138 1,800 4,639 4,639 4,639 Advertising & Publicity 0 246 320 0 0 0 Fees /Dues /Subscriptions 1,177 2,373 1,680 2,300 2,300 2,300 . Travel & Training 1,613 2,158 2,725 3,350 3,350 3,350 Fuel Expenses 0 0 0 0 0 0 Computer Software 0 0 0' 0 . 0 0 Rents & Leases 0 0 0 660 660 660 , 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 $9,212 $10,442 $17,085 $26,169 $26,169 $26,169 . 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 0 206 4,500 0 0 0 Computer Equipment 0 0 0 0 0 0 Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $0 $206 $4,500 $0 $0 $0 Total Budget Unit $106,925 $110,495 $147,765 $160,287 $160,307 $160,307 180 • • • • • • Program Results: . 2000/01 Goals and Objectives: The Section contributes to the overall desired result of Begin processing citations from photo radar. . • contributing to the attainment of the Tigard Vision. Implement software to electronically transfer data from the • Provide local court services to the public. photo radar vendor to the Court. • Implement changes needed to process citations issued Implement software to allow customers to pay through the • through the Police Department's photo radar and photo internet. • red light enforcement program. • Hire and train an additional employee to help process the Program Description: increased caseload. • The Municipal Court provides a local forum for the Increase court hours to accommodate additional • resolution of parking and minor traffic citations and civil customers. Consider court time outside of regular work • infractions. This next fiscal year the program will be hours. • expanded to processing citations issued through the Police Department's photo enforcement program. Review collection process for cost effectiveness and • efficiency. • 1999/00 Accomplishments: • Research option of processing misdemeanor cases • Implemented default judgment process for failure to through the Municipal Court. • appear cases. Will limit a defendant's right to request a trial to one year after the default is issued. 1. Program Highlights: • Bail and violation's bureau orders updated to reflect changes in legislative change in unitary assessment. The Municipal Court will continue to provide court services • to Tigard citizens and non - citizens cited within the City • Completed security order limiting weapons from the limits for minor violations. • courtroom and areas where court work is processed. • Municipal Court will support the Police Department's Review of impact of photo radar on the Court. endeavors to lower speeds and increase safety by . ID • processing photo enforcement citations at the_ local level. • New contract with collection agency signed. Pre - collection contract continued. • • • • • • • • • • • • • • • • • • • • 181 • • ...................... • unit p:l.±>r::urt......... ...:.:......:..:.::.. .:. ..:.:::.:..:..;.:.:.. ::::dge:l.l >::3�?�i� Performance Measurements 1997/98 1998/99 1999/00 2000/01 Number, of cases processed 6,485 7,653 6,800 7,200 Number of photo enforcement traffic cases processed 0 0 0 4,500 • Number of cases suspended for fail to pay fine N/A 862 1,200 1,900 Number of trials per year docketed ' 602 877 695 855 Fine amount collected per citation 49, 49 60 55 • Full Time.Equivalent Positions 1997/98. 1998/99, 1999/00 2000/01 Administrative Services Manager • 0.50 0.50 0.50 0.50 . Administrative Specialist II 2.00 2.00 2.00 3.00 Administrative Specialist I 0.50 0.50 0.50 0.50 Total Positions 3.00 3.00 3.00' 4.00 Service Level Standards Counter and phone assistance: Immediate. Not more than ten minutes during arraignments. • Data entry of new traffic citatons: Daily Process mail: Daily Schedule trials: Within 30 days of arraignment. Trial date within 60 days of plea Issue suspension notices: Bi - weekly Send cases to pre- collect services: Bi- weekly Send cases to Collection agency: Cases sent bi- monthly Bail mony refunded: Bi- monthly • 182 • t t • :»::> ::::::>::>::;::>:: »< ::::::::::: ;: :::::::::::«::::»: : :; >: ::: >. >: :::<:;:: ....4 # ..crf'1'1 and . .Ore ctn... ............................ ............. • m r oa . ; f o rt ... ..... et.U.n1 : .: : :. : ::::::.. '> of r : :: > A : < ::> :Atlepfg.1::: :: : : : ...........................................................: < <opt r i if ::::; :.....:.....:::::.... <: >: > :< :::::.... >::: .......::: s :...... ::::: ... ........ . al ............. 1kdo fe P r : • ;:;:; : : :::: :::::::; ::::: : :.::::::::::::: .:: ,::::::: :.: ::.: ................................................. ...................... ...... o ed :...... A . .ro ve d ...::.: A l ed: : p .........................................................................:.............:..:::.:::::::: T059J U0..:...2{ tQOIQ 'l :241Q010't • Personal Services • • Positions 3.00 3.00 3.00 4.00 4.00 4.00 • Wages' $89,689 $94,158 $99,495. $133,234 $133,234 $133,234 • ' Overtime 4 112 0 0 0 0 • Worker's ,Compensation 423 407 203 .280 280 280 • Payroll Taxes 7,592 7,840 8,425 • 11,283 11,283 11,282 Retirement 9,134 8,318 10,226 13,607 13,607 13,607 • Group Insurance 10,793 11,394 13,369 24,976 24,996 .24,996 • • Total Personal Services $117,635 $122,229 $131,718 $183,380 '$183,400 $183,399 Materials & Services II Water Costs $0 $0 $0 $0 $0 $0 • • Prof. & Contract Services 30,975 60,378 57,604 71,900 71,900 71,900. Repair & Maintenance 0 60 0 0 0 0 • Special Dept. Expense 20 0 45 65 65 65 ' • Small Tools & Equipment 0 0 0 0 0 0 . Office Supplies 1,469 , 2,051 2,320 8,494 8,494 8,494 • Advertising & Publicity 120 437 0 300 300 300 • ' Fees /Dues /Subscriptions 194 329 460 355 355 ' 355 Travel & Training . 690 1,539 4,450 4,515 4,515 4,515 • Fuel Expenses 0 0 0 0 0 0 • Computer Software ' 0 3,700 0, 0 0 0 Rents & Leases 0 0. 0, 0 0 0 4) 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 $33,468 $68,493 $64,879 $85,629 $85,629 $85,629 + • Capital Outlay • Land & Improvements $0 $0 $0 $0 . $0 $0 • Building & Improvements 0 0 0 0 0 0 1 Vehicles 0 0 0 0 0 0 • Office Furniture & Equipment 0 . 1,353 1,900 0 ' 0 0 Computer Equipment 3,680 0 0 0 0 '0 • Operation Equipment 0 0 0 0 0 0 • Total Capital Outlay $3,680 $1,353 $1,900. $0 .$0 $0 1 Total Budget Unit $154,783 $192,075 $198,497 . $269,009 $269,029 $269,028 • • • • • • 183 • • General Government City Wide Support City Attorney City of Tigard. Oregon •••• • •• • •••••••••••••••••• ••••••••• C 4 ,,,......., O m P o �' U General Government • City City Wide . Attorney F Support • • • oxe > >daeci `> :::.:::::::: ::...::::::::::::::::::::::::..::::.::.:.............................................................:....:.......:.:::.::.::.::::::::::::::::::. P....:::::::: :::::::.::::.P.:::.::..::...:.. LPN ............................. p........... # Positions 0.00 0.00 0.00 0.00 0.00 0.00 • Personal Services $0 $0 $0 $0 $0 $0 Materials & Services 425,439 344,372 287,618 50,000 50,000 50,000 Capital Outlay 0 0 0 0 0 0 Total Non - Departmental - by Category $425,439 $344,372 $287,618 $50,000 $50,000 $50,000 Citywide Support $241,481 $206,031 $227,618 $0 $0 $0 City Attorney 183,958 138,341 60,000 50,000 50,000 50,000 Total Non - Departmental - by Dept. $425,439 $344,372 $287,618 $50,000 $50,000 $50,000 184 • • • • • • • • The Director of Finance is responsible to the City Manager for management of the General Government 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 Ramis, Crew, Corrigan & 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. • • • • Actugl € < > < Actual > <' »' >' kclopted`> > <'.Pro `oset4 > <! proved <> AdG ted< ......................................................... ............................... 99;;: Ut} > :;` >' > » > >' 00011 ' „ „, `` „; : {lU'..::::, >:, , .............. ..�t.............�D.. ..'i.... ..... '#;;...::..� ..#3�4)?I. • Materials & Services • Prof. & Contract Services $225,693 $140,308 $64,500 $50,000 $50,000 $50,000 • Repair & Maintenance 0 0 0 0 0 0 Special Dept. Expense 0 0 0 0 0 0 • Office Supplies 2,045 2,173 1,600 0 0 0 • Advertising & Publicity 0 0 0 0 0 0 • Fees /Dues /Subscriptions 27,011 30,295 32,068 0 0 0 Travel & Training 308 0 0 0 0 0 • Rents & Leases 0 0 0 0 0 0 • Utilities 170,382 171,596 189,450 0 0 0 Total Materials & Services $425,439 $344,372 $287,618 $50,000 $50,000 $50,000 • • • • • • • • • • • • • • • • 185 • • 00 : :8 013'£#: ::: .:.: ' 199:/ 98: : >::: >::::<:: >:::1:9/95 :< >< >' 1999)t #Q:s' > >:[ >2.O.ift11E1!f`< > <.2 1.'I..:.......�DQQIO?t.. Materials & Services Prof. & Contract Services $41,735 $1,967 $4,500 $0 $0 $0 Repair & Maintenance 0 0 0 0 0 0 • Special Dept. Expense 0 0 0 0 0 0 Office Supplies 2,045 2,173 1,600 0 0 0 . Fees /Dues /Subscriptions 27,011 30,295 32,068 0 0 0 Travel & Training 308 0 0 0 0 0 ' Rents & Leases 0 0 0 0 0 0 Utilities , 170,382 171,596 189,450 0 0 0 Total Budget Unit $241,481 $206,031 $227,618 $0 $0 $0 Notes: In prior years, dues and memberships for citywide organizations (League of Oregon Cities, etc.), a contract for interpretation services for City meetings, some office supplies, and city facility utility costs were budgeted in this unit In FY 2000/01, these • costs have been transferred to other City departments. This unit now shows historical information only. • • 186 • • • • ::>:::.:<::.:: ri :>::::>:.>::>.<:::::;;:::;<:::>::::::::::::>;;:.::::>::>;::: Aal' ual;': s :;':: >':Aefi�al': >::;::''�kt4c� 91Q ` > <:< >' ftQOl 'I<? >» > s # OOIQ'f > : 0 . 0:: t� £ �on>:::>::: :>: :>:: ::>: >;::: >::: >:::;:;,: > <::: >::: >::: 1171 98 '<: >:<:>': < > :198 1 9 9 «: >:: >::.1 ... .......... .11..1'1 Materials & Services Prof & Contract Services $183,958 $138,341 $60,000 $50,000 $50,000 $50,000 • Total $183,958 $138,341 $60,000 $50,000 $50,000 $50,000 • ID • • Notes: • The cost of City Attorney services are estimated by category as follows: • • • • • 98 ::::::: >:::: >:::: »: 898 1J9:;;:::::; :::::: > <'t999 160::::: >:ss >::: > €:2#t0. 1 ............... 20013 Litigation $112,597 $81,841 $50,000 $40,000 $40,000 $40,000 • Other 71,361 56,500 10,000 10,000 10,000 10,000 0 $183,958 $138,341 $60,000 _ $50,000 $50,000 . $50,000 • • • • • • • • • • • • • • • • • • • • • • 187 0 Debt /CIP /Contingency Debt Service Capital Improvements Contingency 116Y14111 A es AA s =ii City of Tigard. Oregon ••••••••••••••• ••••••••••••••••••••••••••••••• m 0 S� c ,,,,, o 4, C l r P U • • .... .. ............ Pry' `rari��um ............... . 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 00/01 $257,000 $319,578 $3,374,051 $3,950,629 01/02 246,987 207,078 454,065 02/03 256,638 314,548 571,186 03/04 202,018 202,018 • 04/05 202,018 202,018 • • 05/06 • 377,518 377,518 06/07 193,018 193,018 07/08 193,018 193,018 08/09 96,509 96;509 • Total: $760,625 $2,105,303 $3,374,051 $6,239,979 • The assessment maturities in 02/03 and 05/06 include term bonds that can be called prior to maturity. As assessment • payments are made, term 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 reached its final maturity in 1998/99. This was the last year of debt service on the road bonds issued in 1989. This final maturity created a reduction in the debt service property tax levy for 1999/00 equal t� $.50 per thousand. Legal.Debt Limit Oregon statutes limit local government 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 2000/01 will be $97,134,813 based upon the estimated assessed value of $32,378,086. Future Debt Plans . The City. has received contracts from property owners to pay assessments on Local Improvements in installments. The City issued 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 new road bonds, replacing old bonds which matured in 1998/99. 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 2000/01. • • • • • 188 • • • • • P > - - -- - --""" " > ?:> ,,,,, > ,,,, f < < : „ ,„. ____ , ,_. >::>:>:>:«:<<:>:<:>::>::>::>::>::::>::::>:::>:<:>: » • • u. r ce a #. Qo .l �a : s .... . . . . . . . . . :. :: .:. . . . F un d . • Typo-Igo' • GENERAL OBLIGATION BONDS - • Paid from property taxes Refunding Bonds $257,000 • • BANCROFT IMPROVEMENT BONDS- • Paid primarily from Special Assessments Pre 1984 Bancroft Bonds $10,000 • 1993 Refunding 116,560 1998 Dartmouth Street LID 193,018 2000 To be Issued 70,500 • $390,078 • • BOND ANTICIPATION NOTES- • Dartmouth Street LID $2,172,863 • 69th Ave. LID 1,311,141 • $3,484,004 0 • TOTAL 2000/01 DEBT SERVICE $4,131,082 • • • Bond Debt Service by Type • Anticipation ' Notes 84.34% • • • 1 • • c S , i n w ., yr C o — .1 Y • t y{ yr $ �� G'# `� i, z" He.`�r . 72 �.e�,�s.£' s m,: gity • Gen. Obligation • • Bancroft 6.22% Improvement • • • • • • • • • • 189 • Projected Annual Debt Service General Obligation Bonds 300,000 ' ' „ ..as,”" • 250,000 � ,,.. =� 200,000- % ; a 150,000 k of 100000- 1„ i 1111 • 50,000 2001 2002 2003 Fiscal Year ® Interest 0 Principal 2000/01 debt service on the outstanding General Obligation Bonds is as follows: G.0 SERIES Date Interest Principal Total 1993 Series A 1/1/00 $16,000 $0 $16,000 Advance Refunding Bonds 7/1/00 16,000 225,000 241,000 Original issue $6,935,000 Total General Obligation Bond Debt Service $32,000 $225,000 $257,000 190 • • • m2qgpgty44§0§0140gtiiiiii:iiiii:;:::::::::iiiiiiiiiiiiiigioni:iiii::.:::.::,;:i.:1:::::::::::::::::::::::::::i::::::::::::::::i.mi::::::::::::::m1::::§::::::::::::::::0:::::::::::IN:::::::',:::::]ii:::g::::::::::::::::::::::::::::::::::::::::::::::::::'::::::]::::::::i: • 41 p • : • Projected Annual Debt Service Bancroft Improvement Bonds 0 4,000,000 -/, 0 0 3,500,000 - wt* • ;*k.e. i • 3,000,000 - 4;fr • ',7; .i-. o ' ,7.-4-tri E 2,500,000 - `,17,11: • a) co • ;44.-...- • . a) 2,000,000 - o •.1-Weo . • • 2 1,500,000 - r•*':'• 1,000,000 - ,,b 11 500,000 - W # 4r7„ ,., •',. - ,:ip — 7t 1 ,, . , ., • 0 __, ,...k4, . .=,., :..4 , z.„ ,± ,,ittl.„.1 , i ,27, „ tr,fr. , ,:i,,, a : !...:1:` , A---ikifi II, Mil f, . --r 0 . • • 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 • • Fiscal Year • • 0 Principal ElInterest . 0. . • 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. • . • • 2000/01 debt service on outstanding Bancroft Bonds is scheduled as follows: • Bancroft Series Interest Date Principal Total • # 15 (Hampton St., 74th St., Tigardville Heights, Tiedeman, . • • Hooview and McKenzie) On Demand $10,000 $10,000 • 1993B - Current Refunding $9,530 12/1/00 100,000 , 109,530 • 7,030 6/1/01 0 7,030, 1998 - Dartmouth Street 29,788 9/1/00 66,721 96,509 , • 28,323 3/1/01 68,186 96,509 • 2000 - To be Issued 70,500 TBD 0 70,500 • Total Bonds . $145,171 $244,907 $390,078 • • Bond Anticipation Notes - Dartmouth Street $109,953 5/1/01 $2,062,910 $2,172,863 • 0 69th Ave. LID 66,141 10/1/00 1,245,000 1,311,141 • Total Notes $176,094 $3,307,910 $3,484,004 1 • Total Bancroft Debt Service $321,265 $3,552,817 $3,874,082 III • • • 191 • • .......................... .................... ........... .. ..�f.Ti arm .E>re o ...... ............................... • • • • • • <:>:::>::>:>::>::»:>::>::>:::<:::<>::>::>:>:>::>:>:>::>::>::»:>:<:>: >: >:: >:: >::<: . >:: >:: CIP PROCESS • 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.. The draft CIP is also presented to the • Budget Committee in an informational briefing. 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 for the first year of the CIP. The CIP specifies which projects will be completed with those appropriations within each fund. The hearings before the City Council are generally held on the same night because of the close link between the two. • The Capital Improvements Program includes projects related to City Facilities, the Streets System, the Parks System, . . the Sanitary Sewer System, the Storm Drainage System, and the Water System. • OPERATING COSTS Capital improvements require future expenditures for operations and maintenance. In some instances (such as a new facility) operating costs will increase. In other instances (such as replacing outmoded equipment) operating costs may decrease. The CIP process includes discussions about the future operating costs of improvements and such costs are reflected in the operating budget each year. The following discussion summarizes anticipated operating costs impacts • within each capital improvement system: • • • • • • • 192 • • • • • • • • • • • Street System Program • - The operating cost impact of the projects in the Street System Program is mixed. Projects which expand the City's • inventory of street generally will increase operating costs for sweeping and road maintenance. Many projects, • however, address existing deficiencies in the street system, improve drainage, and install curbs and sidewalks. Fully improved street with curbs and sidewalks are generally easier to maintain than less developed streets. • Sanitary Sewer System Program • • The impact of the Sanitary Sewer System Program on operating costs is also mixed. Many of the projects in this • program (such as the Bonita Rd at Milton Ct. project) are designed to address long- standing maintenance problems,' and will reduce operating maintenance costs. At the same time, projects such as the Neighborhood and Commercial • Area Sewer Extensions will install new sewer lines. The increase in the number of sewer lines will increase operating • costs, but these costs will be offset by fees paid by the newly served customers. • Storm Drainage System Program • Projects within this system are generally designed to address erosion and storm drainage problems. Projects will • therefore have a generally positive impact on operating costs. Some of these projects will carry increased operating • • costs (such as the pretreatment facility at Washington Square) but will offset problems downstream. Other. projects, • such as wetlands mitigation, will address problems with minimal ongoing cost. • Water System Program • Like the Street and Sanitary Sewer Systems, the impact of the Water System Program CIP on operating costs is • mixed. Several projects call for the replacement of old, high maintenance water lines, which will tend to reduce • operating costs. Other projects are designed to install technology improvements or new techniques to address system • needs at lower costs. Finally, some projects will expand the system by installing new water lines. • Parks System Program • 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 in a several • • year process of adding balifields, bathrooms and parking areas to the park. In addition, the Parks System CIP calls for construction .of several new trail segments which will require ongoing maintenance. These additional costs are • included in the FY 2000 -01 Budget. • • City Facilities System Program • • • The major impact on FY 2000 -01 operating costs in the City Facility System Program is the Police HVAC Replacement project. The current HVAC system is old and requires a high level of maintenance. Replacing the system with a new, more efficient HVAC unit should reduce operating costs. Other projects in this program should have minimal operating • cost impacts. • The new Library project will have significant operating costs impacts in the future. The project envisions the • construction of a new, larger library building, which will require ongoing utility, operations and maintenance costs. This • project is still in the design phase, so no estimates for future operating cost impacts are presently available. • • • 193 • • • >" l >2fJ t3 : ::Ado "fr d €:: i ................................................................ ......:.........:.:.:..:. ....:.:..... .......:.......:.:.. „ „. :.: ...... . ...... . .... T g :: > »:: < ::<::< tti.: ',' '' : ' > > : < > > > '''s <' > :> `> -'''' '' - -- > : ::::;;::::>:<>:>:::><::.::>::>::::.:::>:::::;::::>;::;::>:::: :::::::: ::::;:; <: > < <:<:;< >::::::: �:: >:�>t ia<fTt . xd ; ter.... a�ln... ............. ............................... :>:;:>:>::>::>:>::>:<:::>::::>:::«::: >:::: »:::::: >:: :: » «:::<: <::&Of f}:.a itaI >lkrri riii::erts rx ... S iurd K rt 4 :..9f.:..a at a �. Pcoe . <:!A.,,.ctoai lain < > : > A ual? 101111 6#0.o . .d .:...:...................A io tod i. Project Summary General $1,798,937 $825,558 $314,960 $294,500 Sanitary Sewer 18,759 81,950 3,000,000 1,290,000 Storm Sewer 329,539 180,779 900,000 • 1,139,000 Water , 3,386,435 1,494,962 5,110,800 5,595,000 . Street/Overlays 655,839 ' 1,674,978 5,645,000 3,069,000 . • . Parks . 278,224 876,896 1,375,000 1,557,228 . Local Improvements (LID) 1,629,128 437,086 971,000 81,298 Other 412,579 273,605 2,692,000 349,000 . Total Capital Projects $8,509,439 $5,845,814 $20,008,760 $13,545,026 • Fund Summary .General Fund $1,798,937 $825,558 $314,960 $294,500 Facility Fund 370,540 266,414 • 267,000_ 200,000 Urban Services Fund 0 0 . 0 . 112,000 Tree Replacement Fund 42,039 7,191 227,000 37,000 Sanitary Sewer 18,759 . 81,950 3,000,000 1,290,000 Storm Sewer Fund 139,749 159,217. 900,000 419,000 Water Fund 361,440 560,840 1,110,800 1,255,000 State Gas Tax Fund 450,421 651,821 945,000 514,000 Traffic Impact Fee 205,418 1,022,574 . 3,800,000 2,555,000 Traffic Impact Fee -Urban Sv 0 583 900,000 0 Parks SDC Fund 231,456 • 540,239 910,000 1,245,899 Water Quality /Quantity 189,790 21,562 882,000 720,000 Underground Utility 0 0 373,000 170,000 Water SDC 2,296,754 500,000 943,000 840,000 Dartmouth LID 1,629,128 9,634 70,000 • 12,753 Park Levy improv. Fund 263 100 218,000 105,518 Water CIF:) Fund 728,241 434,122 4,000,000 3,500,000 . Metro Greenspaces 46,50 336,557 247,000 205,811 . 69th Ave. LID Fund 0 427,452 901,000 • 68,545 Total Capital Projects $8 $5,845,814 $20,008,760 $13,545,026 . 194 • • • • • STREET SYSTEM PROGRAM • The Street System Program contains projects to construct, maintain , and improve Tigard's street system. 'Projects are accounted for in the State Gas Tax Fund, the Traffic Improvement Fee Fund, The Urban Services Fund, the Underground • Utility Fund, the Dartmouth LID Fund, and the 69th Ave. LID CIP Fund. State Gas Tax Fund (SGT) • • State gas tax revenue can be used for upgrading the collector and local streets within Tigard, without restriction. This • revenue is limited, however, and is not sufficient to fund all the street improvement needs of the City. The total State Gas Tax amount shown for the FY 2000 -01 fiscal year is based on current budgetary projections. There has been a • substantial decrease in projected funding available for FY 2000 -01. The amount of $394,000 is approximately $150,000 less than that set aside in FY 1999 -00. As expenses increase and operational costs rise, the amount available for • projects will continue to decrease in the coming years. Although there were numerous major street projects initiated and • completed during FY 1999 -00, there are several projects that require funding to be carried over into FY 2000 -01. • • Traffic Impact Fee Fund (TIF) • Traffic 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 transportation planning is completed. The first major project to use the TIF • • funding is the Walnut/Tiedeman Intersection Realignment project. The next projects in priority for design and construction a • re Gaarde St. and Burnham St. The Transportation System Update Plan has made significant progress with the draft plan recently completed. The projects proposed in the FY 2000 -01 CIP are high priority projects in the Transportation • Plan. There will not be sufficient funding in the TIF Fund, however, to complete all the projects that are envisioned over • the next 5 to 10 years. A Transportation Bond Task Force formed in April 1999 has selected projects for a proposed bond issue, which will appear on the November 2000 election ballot. That proposed transportation bond, if approved by • the voters,. would provide major funding for transportation- related improvements Citywide. In the meantime, the TIF will • . be used to design some of the potential bond projects, and to reconstruct and expand portions of the major collectors within the City. • Dartmouth LID Fund (DL) • The Dartmouth LID Fund was established to account for the construction of a local improvement district (LID) on • Dartmouth St. The source of funding is assessments against benefiting properties within the LID. • 69th. Ave. LID CIP Fund (69th) • The 69th Ave. LID CIP Fund was established to account for the construction of a local improvement district (LID) on 69th • Ave. The source of funding is assessments against benefiting properties within the LID. • Urban Services Fund (US) • The Urban Services Fund was established to track revenues and expenses associated with the provision of services in the areas outside the City limits but within Tigard's urban services area. Tigard provides road maintenance and. other • services in this area under contract with Washington County. The City collects building and planning related fees to pay • for these services, and in addition, the County pays the City to provide major road maintenance. • Underground Utility Fund (UU) • This fund receives payments from developers in lieu of installing utilities underground. Funds are then used to place • utilities underground in conjunction with major roadway projects. • • • • • 195 • • ................. • • ...... ::::::::::::: :::::::::::::: € <::: Map FY 2000 -01 Adopted Street System Projects Location Fund Total • .................. ............................... C r muted Pr jests « • 79th Avenue (design and right -of -way) SGT $65,000 This project will design improvements to 79th Ave. from Durham Rd. to Bonita Rd. The FY 2000 -01 funding will complete the design phase of this project. • Transportation System Plan (TSP) Update Study 1 C tyvs ide ` SGT $12,000 These are funds that are committed for completion of the Transportation System Plan (TSP) Update study, which includes analysis of • other transportation modes, development and participation in the public involvement process, and adoption into the City's comprehensive plan. • Gaarde Street (design and right-of-way) SP"R2: TIF $1,600,000 This project is the design of Gaarde Street from Hwy 99W to 121st Ave. and the construction of • Phase I improvements from Quail Hollow • subdivision to Walnut St. • • Burnham St. Reconstruction & Widening TIF .$350,000 • This project is for the design and right -of -way • acquisition for the widening of Burnham St. from Main St. to Hall Blvd. Construction of the project will be budgeted in future years. • Walnut St./Tiedeman Ave. Realignment & Signals TIF $265,000 • • Project construction began in July 1999 and is projected for completion by September 2000. • • Dartmouth LID SPPS DL $12,753 The Dartmouth LID installed street and other improvements along Dartmouth St. The project is complete, but outstanding legal issues remain. This project allows for the payment of final project • costs assuming the resolution of the legal issues. ' • 69th Ave. LID`iPF?;6.,.< >' 69th $68,545 This amount is to close out the 69th Avenue LID. Activities include completion of all land acquisition • • activities, determination and adoption of the final assessment, and levying of the final assessment on each lot included in the LID. Total FY 2000 -01 Committed Projects: $2,373,298 196 • • • FkitjOQi1}t 01e0400 e ...........................:.:......:.:.:.::::::.:.:::: ::::::. • i :Ot: a 0 re .o a > :> ::>::>::>::>:: >:: >:: :: >:: »:: »:: >:<:;;:;::::» <:::>::>:: >:: >:::: >:: >:: >:: :: >:: >:::» ::: >:::;: :>:: >: :: >: :;::::: :P > >:. >:: PI;;::< :< : ::: ;:: >:::::::::> :: : ::::z::: ::::::<:::z :' ::::: IN :::::::::::::< ::: ::..;:..:.:;.>:.::.::.;:.;. :.><::<: .:;»>:»::::»: : >:: ::>>:: >:: >:: >:: »:F ;YO...ear.Ga ... ..av ern�n#....ta�n ...:....: .................. .........................................:.::. : • • Main St. Railroad Crossing I :: >? > $A)? d SGT . $15,000 This is a joint project with Portland & Western • Railroad to install a new concrete panel at the Southern Pacific Railroad crossing on Main St. • • Lincoln St. Improvements (east side) I ::::SRPB:: ::j SGT $150,000 • Half street improvements to Lincoln St. between Greenburg Rd. and Commercial St. were completed • in FY 1999 -00. This project will install improvements on the remaining half of the street. • Embedded Crosswalk Lights f :::'- S P99: :::::1 SGT $60,000 • This funding provides for the installation of embedded III crosswalk lights on Walnut St. at Grant Ave., on 121st Ave. at Springwood Dr., and on Main St. at the • bridge. • • Pavement Major Maintenance Program (PMMP) 1 SGT $150,000 • 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 and preventative action. • Traffic Calming Program :z:Citywide: SGT $30,000 • This program provides funding for the traffic calming • measures Citywide. Much of the funding will be used to place speed bumps on streets that have • demonstrated the need for installation of these traffic • calming devices. This project will also install traffic islands on selected streets. • • Kable St. Sidewalk SPP lii : :i: SGT $32,000 • This project will install a sidewalk along the south side of Kable St. from 100th Ave. to the Erickson • Heights Subdivision. The developer of the subdivision is providing up to $30,000 for the sidewalk. This • project will pay any costs above that amount. • Ili • Dartmouth St. Expansion (west of 72nd Ave.) ::S.I TIF $120,000 This project will widen approximately 400 feet of • Dartmouth Rd. to major collector standards and install curbs and sidewalks. • • Walnut & 121st Ave. Undergrounding I::: ::;:SP l:2: <: UU $150,000 • This is the undergrounding of utilities on the MSTIP 3 • Project at Walnut and 121st Avenue. The County does not typically underground utilities, so the City will • have to pay for placing the utilities underground. II • Kable St. Undergrounding I::SPP13 UU $20,000 • This project will place utilities underground in conjunction with Kable St. Improvements • • • • County Roadway Maintenance I: >; > 8P P1 4;''I US $112,000 This project represents major maintenance on county • roads in the urban services area (primarily Bull Mountain.) Work is done under contract with • Washington County. • • Traffic Improvement Fee Transit Reserve f :::::+14:: :J TIF $220,000 • Reserve for future transit projects. • Total FY 2000 -01 New Projects: $1,059,000 • • Total FY 2000 -01 Street System Projects: $3,432,298 • 197 • • .............. • Cc .o .Ti and .Ore on........ .................... ............... • FY 2001 -02 Estimated Protects • • Tigard St. Bridge Replacement (design) SGT $80,000 • • Pavement Major Maintenance Program (PMMP) SGT $210,000 . • Pedestrian Improvements SGT $50,000 • Traffic Calming Program • SGT $30,000 • • County Road Maintenance US $50,000 • Total FY 2001 -02 Estimated Projects: $420,000 . FY 2002 -03 Estimated Projects • • Traffic Studies SGT $30,000 • • Pedestrian Improvements - SGT $50,000 • Pavement Major Maintenance Program (PMMP) SGT $260,000 • • Traffic Calming Program • SGT $30,000 • County Road Maintenance US $50,000 Total FY 2002 -03 Estimated Projects: $420,000 • FY 2003 -04 Estimated Projects • Pedestrian Improvements SGT $50,000 • Pavement Major Maintenance Program (PMMP) SGT $290,000 • • Traffic Calming Program SGT $30,000 • County Road Maintenance US $50,000 Total FY 2003 -04 Estimated Projects: $420,000 FY 2004 -05 Estimated Projects • Pedestrian Improvements SGT $50,000 • Pavement Major Maintenance Program (PMMP) SGT $290,000 • Traffic Calming Program SGT $30,000 • County Road Maintenance US $50,000 Total FY 2004 -05 Estimated Projects: $420,000 • ................................................................................................................................................................................................. ............................... tr r !.: :.:: • kI1� '''�'i %�i �''i; ?33`:` ?` ?iti „ < ? ?`if�['D) . C €:... �S.Gr•Fp):E.. t' ::::::::::::::::. �::::::::::::::::::.::::..::. �.. .:::..::::::.::.:..:....:...... ... ...... ... ......::.::...:..... .: .... 69th Ave. LID $68,545 • • 79th Avenue (Design and Right -of -Way) 65,000 Burnham Street Reconstruction 350,000 County Road Ma intenance 112,000 $50,000 $50,000 $50,000 $50,000 • Dartmouth LID 12,753 • Dartmouth St. Expansion 120,000 • • Embedded Crosswalk Lights 60,000 • Gaarde St. design, right -of -way, and const. 1,600,000 Kable St. Sidewalk 32,000 Kable St. Utility Undergrounding 20,000 , Lincoln St. Improvements (east side) 150,000 • Main St. Railroad Crossing 15,000 Pavement major Maintenance Program 150,000 210,000 260,000 290,000 290,000 TIF Transit Reserve 220,000 • Traffic Calming Program 30,000 30,000 30,000 30,000 30,000 Transportation System Plan (TSP) Update • 12,000 ' Walnut & 121st Utility Undergrounding 150,000 Walnut St.JTiedeman'Ave. Realignment & Sigs. 265,000 Pedestrian Improvements 50,000 50,000 50,000 50,000 Tigard St. Bridge Replacement 80,000 Traffic Studies 30,000 Total by Fiscal Year: $3,432,298 $420,000 $420,000 $420,000 $420,000 • 198 • r. • • • • • • • reet yteril:: • (rt{ .y� ��. ��.�:I�r:��'� • A'a <:ari�l'::F'� �ndii: �:!Lv:v'v::::'� �:'::::.:i:•ii:�::i.:ii:�ivii �:v�iiii:v:i � ?iii'iii:�i:�iiiii::� �::::•:: �:::.iii:'i: ^ii: iiii: ^:' iii:• iii:•::•::•: i::•i::'•:: ii::i:'::::'iii: ^:':iii;;:. ':: ::::: ::::::::::::::::::::::::::::::: 3: �:::.::12 �!:`��....Q....�'......1�7.... :.� .......51 fir'' �............ L� ............................................ ............................... 1 i:::<:i::iiii:i <:i:: iii <::i:: »:::: »::<: >::;iii::i i::>::> :i::i::i:::::ii::i:z: »i:z;:;::> <::i::i::> >:: >:::::i: >:::i >::i::i:': _ >'i:.:;::: •.:'::: >;' i:.; :.;:';i:.;:;:.i.:::;.i..:.::;.; ;:;:. i:;.::. i : : .: • 69th 'Ave. LID $68,545 $68,545 • 79th Avenue $65,000 65,000 Burnham Street Reconst. $350,000 350,000 • County Road Maint. $112,000 112,000 • Dartmouth LID $12,753 12,753 Dartmouth St. Expansion 120,000 120,000 Embedded Crosswalk Lights 60,000 60 • Gaarde St. 1,600,000 1,600,000 Kable St. Sidewalk 32,000 • 32,000 • Kable St. Undergrounding $20,000 20,000 • Lincoln St. Imp. (east side) 150,000 150,000 Main St. Railroad Crossing - 15,000 15,000 • • Pavement Major Maint. 150,000 150,000 • TIF Transit Reserve 220,000 220,000 Traffic Calming Program 30,000 30,000 TSP Update 12,000 12,000 • Walnut St./Tiedeman Ave. 265,000 265,000 Walnut/12st Undergrounding 150,000 1.50,000 • Total by Fiscal Year: $514,000 $2,555,000 $12,753 $68,545 $170,000 $112,000 $3,432,298 • 0 r • a 0 • 0 • • • • • • • 0 0 199 • • Zip i Street System : - Program Projects /,. � � . : SPP9 :;:;::::: »: ::: m� A 0 r um _ pi , ..... „„,.... . � N. DAKO A / . ci Al ... .;. L„ , Amk ,AD,A„, di- SPP11 .::.:.::::::::::.::::.:.:.:,::::: SPPB II i 9- 4 1 topi ng" S P P1 2 11111 /1 4 :,,i .1k1 , :.:.::::‹.:.::.::.. --: .,.4 i ... ..• 4 r 4 4 IY I ii tiN V E0' _,,,dt 1l r:. I � III , :::: . ■ ■� S I P9 :. :. :.: ::: `::: :: o o mg B LL T RD `•iii ?:ii ID:i .,c:i .sollit ILA,— :::::::..::::::: ::::: e a 1 GP i illo -!2.1111/6.1 i::;:il::::::::::::::::::::::: .•..' U 0 g ° R / mai lbr i ll 111 m'I.1 Kraii : .... .. ... ... � 1 ) � , ' W ran is iJ ' i ® 1r • . 0 FY2000 .:Q..#0p .te...Sud et ...................................................::.........................................::.::: :: ::::: : : ::::: .:::::::::: :::: . : ::.:. .::. . . . . .............. .......... .... ....................................................................................... ............................ tV ii. TWO r. . ro n >:::: ::> :> : : :: : :: »:: >:::: > : : : : :i::><::<::::: >:<:::> ::: >:::<::::: <::: >:: » : : : ::i: <::::«: < : : : :! :::; ::::;:» :: : :: : : :: >::: . >; >:::: » : :Ii: :::a :::> :: ;� : :: ::: >:: >:<;:::> :: »> :»::::»: >::»::»::»:: ;:<:>::» ::>::> :>:: >: ;: >:<::: >:<::: »�1ve::Year : .t >: :>: :: tai:It� `t�aveirien..Ft ............... i::ii:i:;:i;::::::'::;i. ::iiii::i::ii: ^iii::.:::': i ?i ii fi:�i Y i> i:i::i : � 'iii::i i::Y:�:iii::�iii>:ii�:i:i: �:Gii iiiiiiiiii: �ii: � :�iiiiiiiA:�iii:Yi:Eiii:i�:Y::i iii :ai:i�:� >::ii�:�:. ii ii :� 4:i�ii2�i::i: i %:i < <i: >::`i::i2ii:': iii;:i ?iiiii:� iiii i:�:�::�i i::::G:iiiiii ::iii <i:Y::�iiiii >ii :;iYiiiii i:�iiiiiiii:�i:iii�ii . �:�i :� �: ii i:: : : i� � i: � ii i: i�: � iiiii ii i i iiiiii ii i�::�i i::�:i�i: � i: ii:� ii i: : ii iii::i �: i ii is i:i i i�ii i:i:: iii:: i::: iii iii:�i i:' ii :isiii:i : iiii::�i iii iiiii i:: iii : iiiiii: : ii iiii:i : iii i • 0 SANITARY SEWER SYSTEM PROGRAM • • • The Sanitary Sewer System Program contains projects to construct, maintain, and improve the sanitary sewer system in Tigard. The sanitary sewer system is owned by the Unified Sewerage Agency of Washington County (USA), but Tigard • . maintains and operates the system within a defined service area under agreement with USA. Projects are accounted for in • the Sanitary Sewer Fund. . • • . Sanitary Sewer Fund (SS) • " The Sanitary Sewer Fund resources are reserved for maintenance repairs on currently unknown projects, for capacity • upgrades as recommended from the USA Master Plan, and for the Neighborhood and Commercial Area Sewer Extension • Programs. The unrestricted portion of the Sanitary Sewer Fund can be used for repair and maintenance projects Citywide and for extension of the existing system to unsewered areas. The annexation of Walnut Island and ancillary islands brings new • areas requiring extension of sewers into the City. . , • Map • FY 2000 -01 Adopted Projects Location Fund _ Total • Ceti' tt'i E Ptoj ct3 : : • Commercial St. to Burnham Rd. E S SP'>:<; SS $150,000 • This project will upsize approximately 1,250 feet of sanitary sewer • between Commercial St. and Burnham Rd. " 40 • Bonita Rd. at Milton Ct. 1::::::::::::SSPZigiiii SS $75,000 1 This project will replace of relocate approximately 250 feet of 8 -inch sanitary sewer pipe that crosses Fanno Creek at Milton Ct. The pipe is in very poor condition and currently requires monthly • maintenance. e • Sanitary Sewer Facility Plan Studies r': >' :ityvv.ide >>] SS $25,000 • This project includes the preparation of a Public Facility Plan for • sanitary sewers, including studies needed for the preparation of the . plan. • • Total FY 2000 -01 Committed Projects: . $250,000 • • • ■ Neighborhood and Commercial Area Sewer Extensions [':;::::SSP3:i:: SS • $1,000,000 • The neighborhood sewer extension program has been a highly successful program, starting with its implementation in the FY • • 1996 -97 CIP Budget. Funding is increased in FY 2000 -01 to allow • initiation of projects in areas annexed to the City in FY 1999 -00. • • Sanitary Sewer Major Maintenance Program ;?C:ityvid:d<: SS $40,000 • These funds are used to contract out sewer repair projects that are • beyond the repair capabilities of the Public Works Department. This program is expected to be a continuing program in future years. . • Total FY 2000 -01 New Projects: $1,040,000 • Total FY 2000 -01 Sanitary Sewer System Projects: $1,290,000 • Sanitary Sewer Fund (cont.) • 201 • • )"1!�OQ �.: ::::.:::::::...................:.........................................................:...:.:.:..:.:..:::..:::::::::::::::::::::::::.::..:::.:::::..:::..:::::.:.:: .:::::..........::.:..:........ :: 'r tvementPlari< [ <> > >':<» > >< <: >:< • ::>::::>::::;:><::::».::>:<:>:«:>::>::>:: ::<: >:::: »:::<::::<: >:::<. >:::» :<:>::>:»::::>::::>::::>::::>: ::: >:: >:::::: >:: >:F�re<�°eariGa lta1. rfn ... . • FY 2001 -02 Estimated Projects ' • Sanitary Sewer Major Maintenance Program SS $40,000 • Neighborhood and Commercial Area Sewer Extensions SS $1,000,000 Total FY 2001 -02 Estimated Projects: $1,040,000 FY 2002 -03 Estimated Projects . • Sanitary Sewer Major Maintenance Program SS $40,000 • Neighborhood and Commercial Area Sewer Extensions SS $1,000,000 Total FY 2002 -03 Estimated Projects: $1,040,000 FY 2003 -04 Estimated Projects • Sanitary Sewer Major Maintenance Program SS $40,000 • Neighborhood and Commercial Area Sewer Extensions SS $500,000 Total FY 2003 -04 Estimated Projects: $540,000 FY 2004 -05 Estimated Projects • Sanitary Sewer Major Maintenance Program. SS $40,000 • Neighborhood and Commercial Area Sewer Extensions SS $300,000 • Total FY 2004 -05 Estimated Projects: $340,000 n a C : >:: >:::<: »:::; >: » » < » »:: _ : :...::::::.:::::..: :.::: : <:<:; >_:>::»>:<:::>::»:::<:<::::>:::::>::::>::>::>::>:.:` �:: 2DQl := D:'[:: >:: >:FY:2�03�12: >: >�2b 2_Q ......�Y.,2 3..........�...2Q� 5.. . :>:;>::>::>:::>::»;,:::>;;:: PraJect:: Descr: �ptrori • :.::...: .::.:.:.:::.::::::::..:::::: �::: ..... :. .:.....:................ ............................... Bonita Road (at Milton Court) $75,000 Commercial Street to Burnham Road 150,000 Neighborhood & Commercial Area Extensions 1,000,000 $1,000,000 $1,000,000 $500,000 $300,000 Sanitary Sewer Facility Plan Studies 25,000 Sanitary Sewer Major Maintenance Program 40,000 40,000 40,000 40,000 40,000 . Total by Fiscal Year: $1,290,000 $1,040,000 $1,040,000 $540,000 $340,000 ; :.;;;:.;:.;:.;:.;:.;:.;:.;:.;:.;:.::.;:.;>;;;«.::.;::;:.;::::<:>::;;:::>::>:>:::>::> :: >:: >:: >:: >:S�rtlia.:::Sewe:.S s .rr>;... a ..... ..... ............................... • :.;:.;:.;.;:.:.:.::.:;:>:.::;;: .;:.;:.:;.;:.;:.;:.;:.::.;;;::t �Yer CjP::�Y' at mil' 1:.: 5nmma:;: �:: praect:: anct...... nd .................................... ............................... :::::: ::...::::.:.:.:.:.:........................................................................................... ............................... >Sa Bonita Road (at Milton Court) $75,000 $75,000 Commercial Street to Burnham Road 150,000 150,000 Neighborhood & Commercial Area Extensions 1,000,000 1,000,000 Sanitary Sewer Facility Plan Studies 25,000 25,000 Sanitary Sewer Major Maintenance Program 40,000 40,000 • Total by Fiscal Year: • $1,290,000 $1,290,000 • 202 • ........................ : ::: :;:-<: Sanitary Sewer System � � ;1 iii i ji i i I , i, [ rogramProjects /•�+�■ jig II ...:::::::::::::::::::::::::::::::::::› ............... ..... .:.:.::..........:.:.••••:•:•:•:•:•:0:•: .... ..............• • • • • • .. ::::::::::::::::::::•:•:•::•:•.......„: ................................ 4lb- ....- • .. .:-:.::::::::::::.::::%:titt 5 L y...�•_ scoov Iiire R ,,, v �N. DAKO fil 1 .:.:„:„:„.:.:.:.:.:.:.:.:.:.:.:.:.:.::.: :.:„:„.:.:.:.:.:...„.:.:::...::.:.:.:: .................... ............................ .......................................... 4 m r wire Il K tiiki l l i4isesOu. .: ._ k , „(,, 0 „...:.:.:.:.:.::::.::::::::::::::::::: ::::::::::::::„.„.::::::::::::::.:.:.:: 4 ‘ ■0 ii ,„ N i,11. ::::::::::„,:.::::::::::::::::::::::::: ::: �_ r,:,; t r "' ID . :::.:.::::::.::::.:::::::::.:.:.::::::::: :;.;;:31+:.:.:.:(5.:.:. : .. .J k. a - .::::::::::,:s.:.:.:„:::::::„.:.: . i::::::::::::...igs:::: ...... _ . , ,, . ..100, 1,. , fa ... • i .4 , .:.:.:::::::„:::.:.: tv I o l i °411 dila I B LL T RD p •:::•:�': - 1 1•=1 4.0 1 �, Is n _ Feii g r P i iii ■ 'i ' , ::::::::::::::::::::::::::::::::::::::: p fill . . L Irv ... #• .,..............,........................ • J ® 1° r ER mg A 1. v 1/ a� •••••••••••• 0•••• •••••••••••••• •••••••••••••••• • • • STORM DRAINAGE SYSTEM PROGRAM The Storm Drainage System Program contains projects to construct, maintain, and improve the storm drainage system in Tigard. The storm drainage system is owned by the Unified Sewerage Agency of Washington County (USA), but Tigard maintains and operates the system within a defined service area under agreement with USA. Projects are accounted for in the Storm Sewer Fund and the Water Quality /Quantity Fund. Storm Sewer Fund (StS) The Storm Sewer Fund CIP is supported from storm drainage charges and Systems Development Charges (SDCs). SDC funds must be used for projects designated in the Unified Sewerage Agency (USA) master plan. One of the major objectives of the Engineering Department during FY 2000 -01 is the development of a Comprehensive Public Facility Master Plan for storm drainage. Once the plan is developed and projects are identified and prioritized, implementation of project design and construction will be incorporated into the annual CIP. • Water Quality /Quantity Fund (WQQ) Water Quality /Quantity fees are collected by the City on certain development activities in the City. These charges, which were instituted by Unified Sewerage Agency (USA), are used to fund offsite surface water system improvements and capacity improvements to the storm drainage system. Map • FY 2000 -01 Adopted Projects Location Fund Total ................ ............................... >::GOT1�111ttt�;PK�jBG'l5> • 118th Ct. Storm Drainage Project StS $20,000 This project resolves storm drainage issues by intercepting " • flows across Gaarde Street and directing these flows to the ravine adjacent to 118th Ct. • 118th Ct. Erosion Control 1:S£1P2i'. StS $40,000 This is an erosion control project to extend previously installed improvements further downstream to alleviate heavy erosion on side slopes and stream bed. The design for the project will be completed in July and construction is expected • to begin this summer. • • Washington Square Pretreatment St?P3<I WQQ $100,000 This project will install a stormwater pretreatment facility at Ash Creek between Toys R Us and LP Gas that will physically and biochemically remove pollutants from the • runoff draining the Washington Square Mall area. • Summer Creek Wetland Restoration at 121st Ave. S{k*4 „? WQQ $260,000 ............ This project will provide improved water quality and wildlife , habitat along a portion of Summer Creek by creating areas that will fill with water during periods of high flow and by establishing native riparian plants. Total FY 2000 -01 Committed Projects: $420,000 204 • • Y 2000- 1 Adgpt d sudg4 ..:...:. .. ... :::::: . . :... ::.: :::.: . . . ......:. .................. .....;. V g .;. r ;: ,.,. :::, . .:,:.: . ;::>:>::;::;:::::>:::>:<:::::::::::>:::::::>:>:>:::>:::: >::: »: <:::::::::: :: >:: > ::> ::: ><::<:: >: >: ><:::: >: :: :>:::<:<: :::<::: » > <: >: >:::: >::::::::::> ::> ::»:»:::::::::::> s:>:;::::>::>::>:::>::::>:::>:::: >:: »:: »:::: >:::: >:::: >:t=ive Y . r..0 it4l. emertr!: aris> ?::<::::::>::::>::::>:::::::<:>:<:»::::::>>:::>:: >.: : >: >:::<::::: >:::: >::::; <::«::::: >:: >: >::::::: • ..... ........................... • . . . . . ' > >. ..€ iviiE rijOir>?s ' >. . > . • • Storm Drainage Major Mai k <::: > ;:g0 .5; >::1 StS $80,000 • This program addresses minor storm drainage problems • requiring more than normal maintenance effort. This year's • .program includes drainage repairs at Katherine St. (at 121st Ave.), Ann Ct. (at 124th Ave.) and Tigard St. (east of Grant • St.). • • Walnut St. Storm Drainage Improvements 1:: ` : :: :; $.nP0:::l ' StS $160,000 • This project will upgrade the inadequate storm drainage ' • system at the east end of the MSTIP 3 project at the Walnut • Street/121 st Ave. intersection and route it easterly to an existing culvert crossing Walnut St. This project includes upgrade of the outfall north of Walnut St. The project includes • , design, land acquisition, and water quality facilities needed for the project. • • Kable St. -- Hoodview Dr. to 100th Ave. 1 ?< 11:$DPT::1 StS $45,000 • Currently, surface water runoff is collected and conveyed • through an existing drainage system in Kable St. that is • under- capacity and consists of failing pipe materials. This project will upgrade the existing pipes and install additional catch basins and manholes. • • Washington Square Plan Storm Drainage Analysis '; :>:SOP.s?i : ;1 StS $14,000 • ■ This funding supplements the TGM grant for the . • Implementation study of the Washington Square Regional Center Plan. The grant is not sufficient to include all the • components required. This funding will address the storm • drainage component of the implementation Plan. • • Summer Lake Improvements [:: '':: $0.RP::::: WQQ $350,000 • This project provides funding for improvements to Summer • Lake. It includes the preparation of the conceptual plan for implementation, preparation of the detailed project design, • and construction of the improvements. The Summer Lake Task Force appointed by City Council will be working with a ' • consultant, and the various stakeholders to develop a concept plan that would be acceptable to all concerned 11 , parties and the regulatory agencies. The amount allocated • under this project will provide the funding to develop the . concept plan, complete the project design, and possibly • construct or begin construction of the project (depending upon the costs estimated at that time for implementing the project). • • Wetland Mitigation - • Tiedeman Ave. at Fanno Creek & 130th Ave. at Summer Lake t P1 :.': WQQ $10,000 • . This mitigation planting will install a mix of trees and shrubs along the banks to replace the existing trees that were • washed out during high water flows. • Uncommitted Projects ;zi :NA i;::::1 StS $60,000 • • Total FY 2000 -01 New Projects: $719,000 • Total FY 2000 -01 Storm Drainage System Projects: $1,139,000 • • 205 • • < , ; j.;: of ?Ti aril ":Ore•• ttt • < >< ` >` >`> <f > > < >» ?<» ? `': < `:> < <?' > >? < > > i<< • • FY 2001 -02 Estimated Projects • Storm Drainage Major Maintenance StS $40,000 Total FY 2001 -02 Estimated Projects: $40,000 FY 2002 -03 Estimated Projects • Storm Drainage Major Maintenance StS $40,000 Total FY 2002 -03 Estimated Projects: $40,000 FY 2003 -04 Estimated Projects ' • Storm Drainage Major Maintenance StS $40,000 Total FY 2003 -04 Estimated Projects: $40,000 FY 2004 -05 Estimated Projects • • Storm Drainage Major Maintenance StS $40,000 Total FY 2004 -05 Estimated Projects: $40,000 .: �;;:.;:.;::;:.': �:.;:.>:.: �:.;:.;:.;:.:;.: �:.;:.:;.;:.;:.;;;:.;::::<.;:.; i::::.:;;:.;:.;:.;:::.:<::.;: �;;;>..:.::;:.;;:::.::;:.;;;;:.;:.::;:;:: �:::.;:.; : �: i:: i�:>::>::>:: >:::: >:: >:::<: >::i::::::;:::.:: is G:::::::::::;::;::: i:::.:?:::;:.::::::::::: i::>::>::»::>::>::»»::: ',. -::::::::::::::;::: >:: >::: St ...::I?raina e:S 5YearCIP • .'um a byPro'eaf >> » >I I!> ': >: >` ><» ` > <<:: ?!:` :?< <> `> »> Pra'e:: <:Deseri tion::::::;::::::>:>::::>:::;: > ::::::::::::::.:;::::.Y:2iID0, 1.....EY.20 ...iJ2....EY. Q2........Y.2Q 3. .......f.20Q4- 0...... • 118th Ct. Erosion Control $40,000 118th Ct. Storm Drainage Project 20,000 Kable St. -- Hoodview to 100th Ave. 45,000 Storm Drainage Major Maintenance 80,000 $40,000 $40,000 $40,000 $40,000 Summer Creek Wetland at 121st Ave. 260,000 Summer Lake Improvements 350,000 Uncommitted Projects 60,000 Walnut St. Storm Drainage Improvements 160,000 . Washington Square Plan Storm Drainage 14,000 Washington Square Pretreatment 100,000 Wetland Mitigation - Tiedeman & 130th Ave. 10,000 Total by Fiscal Year: $1,139,000 $40,000 $40,000 $40,000 $40,000 S O > : e'Sy s fi ;: In: <'' 118th Ct. Erosion Control $40,000 $40,000 118th Ct. Storm Drainage Project 20,000 20,000 Kable St. -- Hoodview to 100th Ave. 45,000 45,000 • Storm Drainage Major Maintenance 80,000 • 80,000 • Summer Creek Wetland at 121st Ave. $260,000 260,000 - Summer Lake Improvements 350,000 350,000 Uncommitted Projects 60,000 60,000 Walnut Si. Storm Drainage Improvements 160,000 160,000 Washington Square Plan Storm Drainage 14,000 14,000 Washington Square Pretreatment 100,000 100,000 Wetland Mitigation - Tiedeman & 130th Ave. 10,000 10,000 Total by Fiscal Year: $419,000 , $720,000 $1,139,000 206 • • ;j Al � f " SDP8 �- � Storm Drainage System :. Program Projects � : ::.:: : :: : ::.:::::.. s � SDP9 � 7 1N� 110 ,. -� ?:ui SDF�d L. A lik �� SDPS _ • . �� - ' SDP6 : ip ate. � �` ! LI5 � SDP5 � � f � ' ..r.�� i1 SDP III :.::::. :„.:.::„.,.:.::,•,,::.:.:::: k a - K., \ SDP 2 N .:.::.: S/ , . i B I LL T RD inisilist 1 1 L GP lit 3. iss...... ii .,Niiiii 1 i .:.:.::::::::=.:.:.:.::.:.:...:y.:: 1 ! j lit' t r _.., j . _ IL ..........v.......................... I ' SDP7 �W �'` pi) .rifi 41 11 1 11E 1. , ::::::::::::::::::::::::::::::::::::::::::::::: . I I `,_ ® .„",,� • :::::::::::::.:.:::.:.::::::.:.::.:.:::: .......:...::...... � ®�® I-,e � ••••••••••••••••••••••••••••••••••••••••••••••. • • • WATER SYSTEM PROGRAM • The Water System Program contains projects designed to•maintain and improve the Tigard water system. The Tigard water system provides water to portions of the City of Tigard, the cities of King City and Durham, and an unincorporated area under the jurisdiction of the Tigard Water District. All of these entities are represented on the Intergovernmental Water Board which approves the capital program for the system. Projects are accounted for in the Water Fund, the Water SDC Fund, and the Water CIP Fund. • Water Fund (W) • The Water Fund is the primary operating and maintenance fund of the water system. Revenues come from water sales and connection fees. This fund supports operations and major capital maintenance and some system improvements not eligible for funding from Systems Development Charges (SDCs). Water SDC Fund (WSDC) • The Water SDC Fund accounts for the improvement portion of Systems Development Charges (SDCs) charged to new . development. Money in this fund can only be used for improvements to or of the current water system needed to support new customers. • Water CIP Fund (WCIP) The Water CIP Fund is presently reserved for projects to develop a new long -term water supply for the system. This fund was • initially created when the City was exploring the Willamette River as a water supply option. That option is no longer being explored. Money in this fund is therefore being held as a reserve to pay for whatever long term supply option is ultimately selected. Map FY 2000 -01 Adopted Projects Location Fund Total ................ ............................... ............... ............................... SW Walnut Waterline Replacement (at the Gaarde Extension) W & WSDC $305,520 Replacement of 1,000 feet of 12 -inch and 1,000 feet of 6 -inch cast iron water main with 24 -inch ductile iron water main. This project is • • in conjunction with the Gaarde St. Extension Project. • SW Lincoln Waterline Replacement (Greenburg to 91st Ave.) 2' W $60,000 Replacement of 800 feet of 6 -inch cast iron water main with 6 -inch ductile iron pipe. • • SW Gaarde Pressure Reducing Valve WSP3 W $150,000 Installation of a PRV station and associated piping near the intersection of SW Rose Vista and SW Gaarde St. • • Aquifer Storage and Recovery Project ('<':r 'SfVSP4 1 W $25,000 Assessment of the feasibility of a joint Aquifer Storage & Recovery . project with the City of Beaverton near SW Scholls and Loon Dr. • SW Walnut Waterline Replacement (at 121st Ave.) WSP:5 W & WSDC $376,280 Replacement of existing 12 -inch and 6 -inch cast iron water mains • with 900 feet of 24 -inch and 1,500 feet of 12 -inch ductile iron water mains. 208 • • • • .................... :<:>:><:<':::. . :::::<:: .>:> .' ' >: >:[ z: €<: <:: »<: ?:::: <':<:> :::>:::«<:<[ >:<::>: > >:<:: «<:::< <::::Ci '::[ifTo2 d .Ore :::<::>:>:;:;:::<::«<:>::::::>::::;:::»:::<:::;:::<:::>:>:::>:>::::»:<::::<:>::::><:>:::.>:::;::»::>: :<::::: >::: >: ><::::::<: >::.. e:0ar:.::?Ga 4E ":rcvtiiler# .L?tw............... e • Bull Mountain Pressure Reducing Valve I; : : WSP ::: :: W , $40,000 Construction of a pressure reducing station within a new subdivision on Bull Mountain. This project will reduce excess IIII pressure at certain areas and allow interconnection of the • system for improved system flow. 0 • Property Purchases I >: : NIA W $350,000 • Purchase of two properties on Bull Mountain that have been identified for the construction of reservoirs. • • Waterline Installation - SW Burnham WSP7::::: >:: WSDC $319,200 .............. • Installation of approximately 2,100 feet of 16 -inch ductile iron II water main as part of the Burnham Street Improvement • Project. • Menlor Reservoir Transmission Main ±SP € : ::: WSDC $152,000 • Installation of a. new 16 -inch transmission main to convey water to the proposed 550 -foot elevation reservoir location. • New Water Supply Reserve • 1:::::i!il:RI4.0.Mil WCIP $3,500,000 Reserve for the future costs of a new supply of water for the • Tigard water system. • • Meter Replacements l G:ITYWI00$11 W , $97,000 • Replacement of water meters on an as needed basis. • • Meter Installations :.fl WIDE: :::: W . ' $70,000 • ........ :........ Installation of new water meters as needed. IIII • Water Service Installations fl .: W CIDE:::: W $80,000 0 ' 'Installation of new water service. 1 • • Fire Hydrant Installations GITYVVIP,P - W $70,000 0 Installation of new fire hydrants. • • Total FY 2000 -01 Water Projects: $5,595,000 • • Future Projects IA The engineering study which identified future water system CIP projects did not break out the future projects by Fund. Projects will • be assigned to a fund in the year budgeted. The Fund for future projects is therefore currently shown as To Be Deterrnined (TBD). • FY 2001 -02 Estimated Projects • • Menlor Pump Station TBD $675,000 • • Reservoir #1 Supply Line TBD • $190,000 • 150th Ave. Waterline Installation TBD $171,000 • • West Bull Mountain Area Main Oversizing TBD $75,000 • • Aquifer Storage and Recovery Study TBD $25,000 • Telemetry System Evaluation • TBD $50,000 • Total FY 2001 -02 Estimated Projects: $1,186,000 • • • • 209 • • • • FY 2002 -03 Estimated Protects • Reservoir Evaluation Program TBD $130,000 • 150th Ave. Waterline Installation TBD $171,000 • West Bull Mountain Area Main Oversizing TBD $75,000 • Water Main Replacements TBD $75,000 • Telemetry System Evaluation TBD $125,000 Total FY 2002 -03 Estimated Projects: $576,000 • . FY 2003 -04 Estimated Projects • 550 Foot Reservoir #1 TBD $1,400,000 • • Walnut St. Supply Main TBD $456,000 • West Bull Mountain Area Main Oversizing TBD ,$75,000 • Water Main Replacements TBD $75,000 Total FY 2003 -04 Estimated Projects: $2,006,000 FY 2004 -05 Estimated Projects • 550 Foot Reservoir #1 TBD $1,400,000 • • Walnut St. Supply Main TBD $456,000 •' West Bull Mountain Area Main Oversizing TBD $75,000 • Water Main Replacements TBD $75,000 Total FY 2004 -05 Estimated Projects: $2,006,000 tlsrf ><:'<'; °' >. >: >`. >:: <: Q .. 5.... �'.. ........:.'�� t1 � �.. 2t�a`¥.- 4�.... FY2Ufl2.. U3.....FY.2QU3..t�4.........�.2 �4 -0..... 1 p . • Aquifer Storage and Recovery Project $25,000 $25,000 Bull Mountain Pressure Reducing Valve 40,000 Fire Hydrant Installations 70,000 Menlor Reservoir Transmission Main 152,000 • ' Meter Installations 70,000 Meter Replacements 97,000 New Water Supply Reserve 3,500,000 Property Purchases 350,000 SW Gaarde Pressure Reducing Valve 150,000 SW Lincoln Waterline Repl. (Greenburg to 91st) 60,000 SW Walnut Waterline Repl. (at 121st Ave.) . 376,280 ' SW Walnut Waterline Repl. (at Gaarde Ext.) 305,520 Water Service Installations 80,000 Waterline Installation - SW Burnham 319,200 . • 150th Ave. Waterline Installation 171,000 $171,000 550 Foot Reservoir #1 $1,400,000 $1,400,000 Menlor Pump Station 675,000 Reservoir #1 Supply Line 190,000 Reservoir Evaluation Program 130,000 Telemetry System Evaluation 50,000 125,000 Walnut St. Supply Main 456,000 456,000 Water Main Replacements 75,000 75,000 75,000 West Bull Mountain Area Main Oversizing 75,000 75,000 75,000 75,000 • Total by Fiscal Year: $5,595,000 $1,186,000 $576,000 $2,006,000 $2,006,000 • 210 • • • • IwY:Q0 t Arfa ad is et......... • • t .t 5 .. tartt.Pr.. r. ttt ............. . • • �.dE�= 4'I Sur�ina >:#i "t'ra a...an�1= rr ........ ....................::...::.:.: ::...:::.::::::::::::.:::� #rs�: Year..:...:.:.: �.:..:.... .............. 1.>................ rJ!.... y........ i............. . ........:......:..:..::.. • • :.;:.:.;:.;:.;::.;:;.;:.;:.;:<.;>: .;::.;;;;:.;:.;:.:;.:.......::. ... :.........:: •::>::::>::::;:::>!:>::>:«::»»:>::>::::>::::»::::>:<:»:::>:>:<::::>: Funcf:::::;<::::::> :::: >SDG:Fuiticl:<': >:: »C1P..F11 .... • • • • Aquifer Storage and Recovery Project $25,000 $25,000 • Bull Mountain Pressure Reducing Valve 40,000 40,000 Fire Hydrant Installations 70,000 70,000 WO Menlor Reservoir Transmission Main $152,000 152,000 • Meter Installations 70,000 70,000 Meter Replacements 97,000 97,000 New Water Supply Reserve $3,500,000 3,500,000 • Property Purchases 350,000 350,000 SW Gaarde Pressure Reducing Valve 150,000 150,000 • SW Lincoln Waterline Repl. (Greenburg to 91st) 60,000 60,000 • SW Walnut Waterline Repl. (at 121st Ave.) 85,000 291,280 376,280 SW Walnut Waterline Repl. (at Gaarde Ext.) 228,000 77,520 305,520 • Water Service Installations 80,000 80,000 Waterline Installation - SW Burnham 319,200 319,200 • Total by Fiscal Year: $1,255,000 $840,000 $3,500,000 $5,595,000 • • • • • • • • • • • • • • • • • • • • • • • • • • 211 • • • FX :2q. Q.. 1udget ::::::::.:..:.:: ::... .. ....:.:.:.:.:.:.:.:.:...... .:.:.:.:.:.:.:.:..:.:.: .:.:.:.: ..,.:.:.,. � ;' [ Cit� af d, Orego :.:.:.......... ........... . . ith. Im r Plan'::?' :€ : s : ::€ s '.'. :: ;::i €: '. € : • [:: :::;':: €::: €::::F:iue�'ea o�ment imv , . i - .', - I I r a , is . .,, : , • ...... ,• Iwo . rr, ( 1 4 d. & „eH i ' ,�i e , Aall\r1,111 WNW - L air* N. • ;pie , 4 ..imills ..., lir;A: minm. ism IF% i - • , • - •Aw 4d vp 7 4 A Val ll M IM IF 1 ala i ' r .'-''-.- „.: - 4 re N re 1, . 9 or in it t l fr illial II rg . : 1, ,. _ , 8,,- di „ -Ai iu I d*IiTigirk . G.— imoi - t 40 - 1 , latinli ni r r ... -........ . vim jr iil h 1 . . , w 'll 0E11 \ ., : afar. - ' allima c) - . fl. , • 4 %.* - % ILVr M 41. 1 Z I„. or.vr " 2 I 9 •� LEA . v).., - • v) > " E ler ' I , a O A . ' , l L. �. p 212 • • • • cs • • • • PARKS SYSTEM PROGRAM • The Parks System Program contains and acquisitions for new or expanded parks and open spaces and improvements to existing • parks. The primary source of funding for these projects is the Parks SDC Fund. Additional Funding is provided by the Metro • Greenspaces Fund, the Parks Levy Improvement Fund, and the Tree Replacement Fund. • Parks SDC (PSDC) • As with previous CIP plans, this year's adopted Parks CIP includes projects budgeted for FY 2000 -01, but in a departure from • tradition, does not include an additional four -year list of tentative projects. The reason for not compiling a list of tentative projects for the years 2001 -07 has to do with uncertainties regarding changes to the system development charge (SDC) fee structure and with • Cook Park funding requirements over the next few years. • The Parks SDC is the City's primary and most consistent funding source for park improvements. The current fee schedule was • adopted in 1996 and applies to new development within the incorporated area. In January, 1999, the City completed an updated • Parks SDC study, which covered the following options: (1) extension of a Parks SDC to the Urban Services Area, (2) adoption of an automatic escalator, and (3) updating of the current in -City SDC fee schedule to current dollars. In February 1999, following • review of the SDC study results, Council opted not to revise the existing fees on development inside the City, and instead directed • staff to pursue with the County the extension of an SDC to the Urban Services Area. In order to charge a Parks SDC in the Urban Services area, the City must obtain specific legal authority from the County. The City has had discussions with the County on • obtaining this legal authorization, but to date has not yet obtained it. In combination with development activity, Council's decisions . regarding fee levels and the County's attitude toward an Urban Services SDC will determine how much in SDC funding will be • • available for future park improvements. These decisions could affect available SDC funding by as much as 50 %. The 2000 -01 CIP is based on no change in present fee levels. • The other reason for forgoing the five -year project list is the Cook Park Expansion. Cook Park is the current priority of the City. It will • be the primary focus in FY 2000 -01 and the following two or more years. A major unknown in putting together a Parks CIP is the • extent, timing, and cost of the Cook Park Expansion. A design study to provide construction cost estimates is in progress. For present purposes, estimated amounts provided in the 1997 Cook Park Master Plan have been included in the FY 2000 =01 budget. • Although it is known that Cook Park will account for a substantial portion of future year budgets, costs estimates will be needed • before future CIP programs can be determined. • Metro Greenspaces Fund (MG) • The Metro Greenspaces Fund accounts for purchases of open spaces using Tigard's share of the Metro Open Spaces, Parks, and • Streams bond proceeds. Funds are provided on a reimbursement basis and can only be used for purchase of open spaces and limited capital improvements. FY 2000 -01 is expected to be the final year of funding under this program. • • Park Levy Improvement Fund (PLI) • The Park Levy Improvement Fund was established to account for funds for a park property tax levy. That levy is.no longer in existence, so funds represent unspent balance of those funds. In addition, the City received a donation from the estate of a local • resident to build a butterfly path in Cook Park. This gift was placed in this fund. • Tree Replacement Fund (TR) • Developers in Tigard are required to protect as many trees as possible when property is developed. They are given the option, • however, when it is not feasible to protect all trees, to pay a fee to the City. This fee is used to plant trees other areas of the City • requiring more trees. These fees are accounted for in the Tree Replacement Fund. General Fund (GF) • • • The General Fund is budgeted to receive $150,000 in donations from the Trust for Public Lands for one project. If this donation is • not received, the alternative funding sources will have to be identified or the project will be cancelled. No City resources will be used for this project. • • 213 • • I"Y.�Oflf#.01.Adb ted.8u et .....::.::...........................................................................................................................................................:::.:::: :::.:::::::::::::.:..:::::..... ................................................................ ............................... Map FY 2000 -01 Adopted Protects Location Fund Total • • Cook Park Expansion, Phase I f 5?1': PSDC $1,042,000 • Wetlands mitigation, parking lot construction, park infrastructure improvements, underground utilities, restroom installation, and creation of an emergency access from 85th Avenue. • Cook Park Butterfly Path I': PSP2is PLI $105 Construction of a Butterfly Path and Meadow in Cook Park. • • Summer Lake Master Plan P >: PSDC $2,003 Update park master plan, with public involvement. This nearly complete project is on hold pending the completion of the Summer Lake Water Quality Project. • SDC Study NI PSDC $6,896 Update 1999 study to reflect current conditions. • • Greenspace Land Acquisition ' jPSP[ I MG $33,000 Acquire two properties within the Fanno Creek greenway for future trail right -of -way. • Trail Route Study C3fyw de PSDC $5,000 Partner with Metro and other jurisdictions on joint Fanno Creek regional trail feasibility and route study. • Main /Ash Trail PSP: PSDC $190,000 Obtain right -of -way, install boardwalk, bridge, and install paved path between Main and existing Fanno Creek trail segment • Tigard/Tiedeman Trail P:SP$ MG $167,311 Install 1,800 -foot segment of Fanno Creek trail including bridge over Summer Creek. • Fanno'Creek Trail Wetland Mitigation MG & TR $42,500 Enhance 1.2 acres of wetlands within the Fowler School floodplain. This work is required to compensate for the unavoidable wetland impacts of the Fowler School and Ash Creek Trail projects. The project includes construction and professional management and monitoring services. • Cache Creek Park Addition PSPS GF $150,000 Acquire 8 -acre addition to nature park, financed by state grant and a Trust for Public Lands value donation. The required $150,000 cash contribution will be in the form of a donation from the Trust for Public Lands. No City'dollars will be involved in the project. Total FY 2000 -01 Parks System Program Projects: $1,744,228 214 • . • :: . : <Ti and ::Ore art: >::::>:: >:' ::>:::: >:::: >:::: >:::::'.:<s::: <:>::>::»':<:>;<::<:::>:':::<:>::::>::::?.::>::::>::::::>:'. »:«:::;::::: >:: >:: >:::: >:::: >:: :::>:'::> e:!arC ..m • ....................................................................................................................................... ............................... • • • i:::::ii:•.•• .:.:•i•iisim:,-::: ••••:.'•::::',•i...:.,:x.:•:,:gi.:::::ii:1,:::::,:,:::.,:s-•::•:W::::::.i::::':::,::::::::,:: •:'i:.:::•i:•:::.g::::::..:: :.....:::,::::: ii.: i. ii.:04. ifg $ V. StefYi..P. t5 . • ::::: ect ::::: : : . :' : :::::: ::: : ; < :: ` : :: :::::::::: :':: ::::::: ' 2:::. »>::::>::: :>:>::>:<:>::::>:::>::>::«<:::>:::<::<:<::>> : >:<: »:::: >:::: >::::: >:::«::::: «.::<:::>:::::>::::>::>::::>: : >:<:::< >:S:Y�aar:�IP: a: ;:b ":: >P.rxt ....... ::: >:'ze':'::: :: > :: ?1r " that :: : :: > >E " r r 'a `� » < « : ` '``` R ate ':<< >: ?`)WStIII`I ` # d ::> • ;. . >: ;:. ;::;::;.. :. : >:: >:: :: ::;::.:. : .:> :>:: ::»>;:::»::::;:: ::: :Y> 2t] 000� :<::: >::.�Y::2D0��2'': >: >FY241. .. 3... .. . . OA.. :.;:.;'.:.:::; : .: _ _. : :;.; :::;: :: :<: :: > .:.::: Pr.. a�ec#:: E} esl' �p�vn ...>:::: : .::::: ::::: -.:. :.::: >::> �.::...............:.......................................................... . .. ...:....:......: ............................... ..... • Cache Creek Park Addition $150,000 • Cook Park Butterfly Path 105,518 • Cook Park Expansion, Phase I 1,042,000. - Fanno Creek Trail Wetland Mitigation 42,500 • Greenspace Land Acquisition 33,000 • Main /Ash Trail 190,000 SDC Study 6,896 Summerlake Master Plan 2,003 • Tigard/Tiedeman Trail 167,311 • Trail Route Study 5,000 Total by Fiscal Year: $1,744,228 $0 $0 $0 $0 • • • :: Pa s: $ "stem .k.ii*ii • :: • :: >:::: >:: » >:«: <::> :::»>:»:»::>:>;:»::>::::::>:;»::<:::> :< >: >::::::<: >:: >:::: >:::: > rsYt? r.. { :::: FtE. Il?: . fY: .40. . • : ' Tr '::<::> ::: < Genera s> ` > 'ota(:A(1 : ::: >:: ::. :::: >::: Perks:: �FJ!<::<: ? : > : >:Me#ra:: > ::::: >: >::I�'rk:�e ; :; >.:: >: . fir. .. � ..... • • >:<:::: > :::<: >:: >:::: >:::: >:::: > ct::D ::::Pro eest;r..t tior:`:: :«> «'>::::>::::>>::::::::::> .. :::.... ..0 .....................G...4 s ,:::::> .. .. :::.. ..... ..ro..e ..... ......... . • • Cache Creek Park Addition $150,000. $150,000 • Cook Park Butterfly Path $105,518 105,518 Cook Park Expansion, Phase I $1,042,000 1,042,000 • Fanno Creek Trail Wetland Mitigation $5,500 " $37,000 42,500 Greenspace Land Acquisition 33,000 33,000 Main /Ash Trail 190,000 190,000 • SDC Study 6,896 6,896 Summerlake Master Plan 2,003 2,003 • TigardlTiedeman Trail 167,311 167,311 • Trail Route Study 5,000 5,000 • Total by Fiscal Year: $1,245,899 $205,811 $105,518 $37,000 $150,000 $1,744,228 • • • • . • • • • • r • • 215 • • • • • Parks System : (I sr Program Projects • \SIAM r. J g • 1 , N op ,,, , )1171/113.-Lori : :.:; f itt--.J_ - - --- .4) MIMI %.sii4111110ff ..,... AIM= iii . . - I r a r r SPS a L.c PSP: L ii,,, .." 41I v i .....:•::::::::::::::.:.:::::::::.:.:::„......:: .. ...„. • :•::::::.:.:.:.:.::::::::::::::::::::::::::::::::: ,....................... . 4,5rato. 44 . „4 ...__IiiiT ell..i.s 4*L 1 "I -,p' 44 WS 1 le IF pile 1 - ,, A r _ � �d III :: ::.:: _AV „oda NIP 0, t; :_. t r fi I LL T RD ` ' t i•i:• :: :i 11111r•• a In . ..:y-,' :a . A 1 ,.. irtaw. \ . Aura . L ...... . 1.111,11 ll AI '4 9i.orof ' j - -C i 4M �t ( __.. jgplI � ,,..., IF IR . 40 ' Fill ' p.a.., . 111 L_ 56X• 7 ■ ` I 11111 II= a ■ 1 r 1/ v . • • • • ........: ..... ....................... .... :.: . »: ::< iNi; : : :::: :: ::::1� ::: : : : : ::: : :::::::::: :: :: :::' :::<: ' : : :: :: : : :: iiii: < > < :' : ::: Nii: :; :: :::::::: : : : :: :: :::: <::: ::::: :: ::::::2::22 :::::: :::::: ::::::::::: : :: :: ::: : :: ::: :: : :::::: ::�: :: : : F'` f: ::',�(l>�(3 :�E3;1;AiYti'tetj$� :. e.:.:::.::: ...........................................................................<............................................................2 ...............: .........:........ .............................. • : :`::::>: : : : : : : : : : > : : : : > : : > : : > : : > : : »: 2[222 > : : : : : : : : : : > : : : : > : : » > :: � : » > : :: »::»:::: > : :; : : > : : > : : : : : : : : : : :. : : > : :: � < :! � : » : i; : :: � » :< : : : : : > : : :<: t ?; :'f:T gaid: :Oise a :ii' : : :: [ > :: : : : : : :':'`' : : : :<::;; ; :: : : ::: :'' : : : :: : < : : : : : : :: : : : i: :. tY.:. . .. . . : : : .g : : : „, :: ..::::;::. . . .. : 2 2 . 22 . : ::::>:>>>::?::::<:><:::: : : :' : : > : : > : : : >[ < : : » : > > : > : : >> ` : : : : : : : � : : > 2222: »2222 : > :' : : : : : : : > : :: ;2222 > : : > :<; : :< :.; :.; :.;:. > : : : : :.; :. :: : :: t . . .... . . . . . .. . . . .. . .. . ..... . . . . . .. .. .. . ..... :> . . : : : : : F ; i eYda : ?G; : it #tael : t .; :. m :. : :r verrt ..P ........................... 0 CITY FACILITIES SYSTEM PROGRAM ill • The City Facilities System Program contains projects to maintain, iinprove or expand - general purpose city facilities (such as City • Hall) or facilities which do not fit into any of the other CIP Programs (such as the Library). Funding for these projects come from the • General Fund or from the Facilities Fund. • General Fund (GF) • • The General Fund supports CIP projects of a general nature or which serve operations budgeted in the General Fund. The primary • source of revenue is property tax. • • Facilities Fund (F) • The Facilities Fund provides funding for major capital projects supporting General Fund programs. The primary source of revenues for this fund are transfers from the General Fund or donations for specific projects. Map • FY 2000 -01 Adopted Projects Location Fund Total • • City Hall Parking Lot Lights ( : :< :: # : : :% :':: ::I' GF $6,500 • This is a joint project between PGE and the City to provide additional . • lighting to the main parking lot: PGE will be responsible for the • majority of the project cost, and the City will contribute $6,500 for the project. • • Niche Building Roof Replacement 1:: : : :: : : : :: >; : :1 GF $13,000 • This project will remove the existing roof of the Niche building and • install a new composition roof. • • Police Building HVAC Replacement f i:::' :::' : : :: : : : : : : ::: : : : : : : : : : : : : GF $125,000 • This project will remove and replace the existing HVAC unit in the Police Department. • • New Library l : ?":': : ::'.:<: ::. :> : > : : : :I F $200,000 • This project includes programming and site selection for the proposed • new library. It also includes funding to begin the design work, • • which is anticipated to be completed in FY 2001 -02. 41 Total FY 2000 -01 City Facility System Program Projects: $344,500 • FY 2001 -02 Estimated Projects • New Library Design and land Acquisition F $1,000,000 • Total FY 2001 -02 Estimated Projects: $1,000,000 • FY 2002 -03 Estimated Projects • ' • New Library Construction . F $6,200,000 • Total FY 2002 -03 Estimated Projects: $6,200,000 • • FY 2003 -04 Estimated Projects • . • • City Hall and Old Library Renovation F $825,000 • Total FY 2003 -04 Estimated Projects: $825,000 • e 1 • . • 217 • • �::B�;t . .. � ::::::::::::::::: �:::: i::::::::::::::::: i:::::<: i:::::::: �:::::::::::::::::::::: i±:::::: s�;:::::::: i::;::;::::::;::; �>;;::::::::::::':::::::;::'::: i?:::: ii:::;:::::: t2: i:::: i::: �: i::::::::':: i::::::::::::::::::: i:::: ii:: ::i:i::::. ?i:::i:: <:::;:::::::: �f. [ Ad.: i: e••• > »E • • .::.:.: �` rolect: i�escxtp�ton..::::::::::::::::::::::.:.::.......................................................................................................................... ..........................:...- City Hall Parking Lot Lights $6,500 New Library 200,000 $1,000,000 '$6,200,000 Niche Building Roof Replacement 13,000 Police Building HVAC Replacement • 125,000 City Hall and Old Library Renovation $825,000 Total by Fiscal Year: r $344,500 $1,000,000 $6,200,000 $825,000 $0 ............ ;:: iii ::i::i::i::i::i::i:: >:: >::i::; i i:;;:: iii:: i.;::: i::: :;::: i:: i::;:<:.;:.;:.:<.:.;:;.;:.;: i; i.;:.>:.:;;.:;.;;:;•;;::::>:<::: ii:: i:: i::i:::::i::::i::ii::i:.ii::;;; ::>::::»::>::::»::::>:: :: >:::: > <:::::<: >:< >:::<: >:i�ry :ect:ti�s�rl t# Qri'.:;:'>: ?'>:`:<:>:::::> s::<:::>::><: i::::>< :::.............................................................................................:...... ....:........ :............ :.:.: City Hall Parking Lot Lights $6,500 $6,500 New Library $200,000. 200,000 Niche Building Roof Replacement 13,000 13,000 Police Building HVAC Replacement 125,000 125,000 Total by Fiscal Year: $144,500 $200,000 $344,500 • 218 • • : :i: #: ; 5::3: ':: :::% :::' i::i: 3:'.: ?: is i ::::: is is >':% ::: :;'::'.'.: >;:'.:'. >:CY .: o i ar re` tI::' : : 2': % =:t '.: C:c2 <.: a::'. ':'. '.:'.:' : %::::: z:; i '.2:'. ':'.:::':' :: 7: : is ::::::: ^:`::: :'.:::: <:;:; ::'. :': • • • 5:< Iiit.1.0ar:::G4 ttiat • • >'•Ado fed> >rst . atecl..... >:. 02 -11 z >':F1''.20 .3 t34 . �Y 20014 -flS • :::::: r::> ;::;:: >:::::: >:: >::::::::::.: .. >:::>..;::>:: r::;: :i::;:.:::::.;..;•:.::; :;;::;: ;:; >:: <;:: >::::: >:: >:::::: ».::::;.)✓x:2000 0 �2fl.... �..... . ......................:....... ..:.:.::.....:.:::...:.:. • 69th LID CIP Fund $68,545 • Dartmouth LID Fund 12,753 Facility Fund 200,000 $1,000,000 $6,200,000 $825,000 • General Fund 294,500 Metro Greenspaces Fund 205,811 Park Levy Improvement Fund 105,518 • Parks SDC Fund 1,245,899 Sanitary Sewer Fund 1,290,000 1,040,000 1,040,000 540,000 $340,000 • State Gas Tax Fund 514,000 370,000 370,000 370,000 370,000 Storm Sewer Fund 419,000 40,000 40,000 40,000 40,000 Traffic Impact Fee Fund 2,555,000 • . Tree Replacement Fund 37,000 • Underground Utility Fund 170,000 Urban Services Fund 112,000 50,000 50,000 50,000 50,000 • Water CIP Fund 3,500,000 • Water Fund 1,255,000 1,186,000 576,000 2,006,000 .2,006,000 Water Quality/Quantity Fund 720,000 • Water SDC Fund 840,000 • Total by Fiscal Year: $13,545,026 $3,686,000 $8,276,000 $3,831,000 . $2,806,000 • • • • • • • • • • • • • • • • • • • • • • • 219 • • • :: .r City Facilties System Y Y 1 :- ::::::::::::::::::::::::::0 Program Projects As, am i gm; NI nolike � ./f� L . . A I b . DAKO 1 c::ii� 4 ri ImrivilliMpr 1 4 1 1,1!„,. , �T L �� .� �� 1 :" ''` `►. ` � � jl ' P2 �� ► pin ;;; >:;�;;;r�; : >:> I g CF P4 ."1� it , ' ,�....... • iND p� 1 r '' '�� (Site to be Determined) . ;;;; CD 1 , , ' torlmi�:rr Ala , 1 B T RD ii } ::'�'i :'0:: ::• : ?ii Nilo 1 ':::::::::::::.w::::::::::::.:::::::::.::: . 21.1.1.t.41i ► 11111U ' ° Be' . Ro • 1 ..AnneAlia,49k., i Its d gll p.a. 4,, ■ 0 1 ® it i , 1 r 1/ v . • • .............:.:............... ° f: a ; ook ::.4.re goit :::_ > > >» > > > > > ' » < > <> >< <'> > > <> ' < <> • :::: a � :; : uctiti ` gg riic'':: < >> <:: >: <: »::::_:> > >:: >::: >: >::::::< :: >: :::<:> :_:: ::' >: > :::<::::::::: ::::: :: >:: • The FY 2000/01 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. Beginning in FY 2000/01, contingencies are sized according to the maximum amount allowed by Local • Budget Law (15% of total fund appropriations) or a prudent amount based on the size of the fund. • 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: • . • . • . • • ::::::: :::»::>:>:::::<:<:»:::::>::::»> :::: >:::: >: >:: >:::: >:::: >::::< :: :< : :Ad . d : : < :>::>::::::: ::: : :::: >::::: ::::: :: : :Ami f d : >: >s> <: > < «« < : i4t3it : >x 1:::: > ::: > ....:' a :::: ... Ftund: Su rxr. rrfr��::: : ..:.:. : 71. ::: . :< <: :20 : :::: ..:.................................................................................................. .......... • General $500,000 $500,000 $500,000 $758,490 ' Sanitary Sewer 200,000 200,000 200,000 335,000 • Storm Sewer 75,000 50,000 50,000 200,000 • Water 300,000 500,000 • 500,000 800,000 . . Criminal Forfeit 0 0 0 3,000 • County Gas Tax 0 0. 0 23,000 • . State Gas Tax 50,000 50,000 50,000 150,000 • TIFF Urban Service 0 0 0 6,250 . Traffic Impact Fee 150,000 300,000 300,000 330,000 ' • Facility Fund 0 0 0 ' 30,000 • Tree Replacement 0 0 0 1,700 Parks SDC 75,000 0 0 167,231 • Water SDC 100,000 0 0 0 • Water CIP 0 0 0 100,000 • Water Qual /Quantity 50,000 0 0 115,000 Building 50,000 50,000 50,000 50,000 • Urban Services 40,000 50,000 50,000 50,000 • Underground Utility 0 0 0 20,000 • Metro Greenspace 0 0 0 35,000 Electrical Inspection 20,000 50,000 50,000 30,000 • • Total Contingency $1,610,000 $1,750,000 $1,750,000 $3,204,671 • • • • • • • • • • • • 221 • • 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 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 - I as esla City of Tigard, Oregon ••••••••••••••• •••••••••••••••••••••• c s s..„.1 ..... _..,..„1:.1 c z 0 e4 U • ' City of Tigard, Oregon Resolution No. 00- 3Z . Exhibit A Schedule of Appropriations Budget Committee • Council Fund Program Proposed: Changes: Approved Changes Adopted GeneraGFund - . Community Services. 9,425,091 80,292 9,505,383 0 9,505,383 Public Works 726,703 586 727,289 0 727,289• Development Services 1,866,751, : 7,204 1,873,955 11,000• 1,884,955 Policy and Administration 2,243,376 4,643 ' 2,248,019 0- 2`,248,019: Non Departmental 27,846 0 27,846 0 27,846 • Tr 560,000 65,000 625,000 0' 625,000 Capital: Proj 144°,500 • 150,000 294,500 - 0 294',500: Contingency 750',000 8,490 758,490 0: 758,490 Total Fund $15,744,267 $316,215 $16,060,482 $11,000 $ Building.. Fund . Public Works' 25,880 8 25,888 0 25,888 • . . Development Services 669,492 1,388 670,880 (56,802) 614,076 ' Policy and Administration 202,598 483 203,081 0 203.081 -Non Departmental• - 2,088 0 2,088 0 2,088 Contingency 50,000 0 5 0 50,0Q0. . Total Fund. $950,058 $1,879- $951,937 ($56,802)• $895,135 Erectri`catInspection Fund: .Public Works 1,048 • 0 1,048 . 0 1,048 Development Services 163,929 . 1,334 165,263 (13,234) 152,029 Policy and Administration 46,669 111 46,780 0 46,780. Non Departmental 700 0 700 0 700 Contingency 30,000 0 30,000. 0 30,000 Total Fund $242,346' $1,445 $243,791 ($13,234) $230,557 tlirtiag Fund Public Works 202,317 3,203 . 205,520 0 205,520 Development Services 341,117 2,160 343,277 (29,585) 313,692 Policy and Administration 76,296 168 76,464 0 76,464 Non Departmental 1,643 0 1,643 0 1,643 Capital Projects 112,000 0 112,000 0 112,000 Contingency 50,000 0 50,000 0 50,000 Total Fund $783,373 S5,531 $788,904 ($29,585) $759,319 ' Sanitary Sewer Fund • Public Works 659,056 4,155 • 663,211 0 663,211 ' Development Services 77,136 0 77,136 (5,436) 71,700 Policy and Administration 131,525 228 131,753 0 131,753 Non Departmental 4.664 0 4,664 0 4,664 Capital Projects 1,290,000 0 1.290.000 0 1,290,000 ' Contingency 335,000 0 335,000 0 335,000 Total Fund S2,497.381 $4.383 $2,501,764 ($5.436) $2,496,328 • Resolution 00- kjL . Exhibit A . Page 1 of 4 222 • • • • City of Tigard, Oregon • Resolution No. 00- 62__ • Exhibit A " Schedule of Appropriations • Budget • Committee Council. • Fund . Program Proposed: Changes Approved , • Changes Adopted; . Storm Sewer Fund. Public Works . 769,412 5,913 775,325 0, . 775 ;325 • Development Services • 71,675 0 71,675 (3,02O.'. 68,655. • • Policy and Administration_ 146,735 240 146,975 .. 0. 1'46,975 Non Departmental 4,664 . 0 4,664. ' • . 0 4,664: • • •Capital Projects 330,000 89,000 419,000 0' 419 • Contingenc _ 200,000 ' 0 200,000 0 200,000 Total Fund • $1,522,486 $95,153' $1,617,639' ($3,020). $1,61.4,619: • Water Fund x Public Works 4,523,665 9,214 4,532,879 0 4,532,879. • Policy and Administration 586,298 879 587,177. 0 587,177 • Non Departmental: 4,664 0 4,664 0 4 Capital Projects 1,255,000 0 1,255,000 0' . 1,255,000. • Contingency 800,000. 0 800,000 0 800 ;000: Total Fund $7,169,627 $10,093' $7,179,720 $0 $7,179,720 IIIP Criminal Forfeiture Fund: . • Community Services 20,000 0 20,000 • 0 20,000 • Contingency 3,000 . 0 • 3,000 ' 0" ' . 3 ; 000 • Total Fund $23,000 $0 $23,000 $0 $23,000 State Gas Tax Fund • Public Works 749,926 12,747 762,673 . 0 762,673 • Development Services .487,431 762 488,193 . 0 _ 488,193 • Policy and Administration 190,198 279 - 190,477 • 0 190,477 Non Departmental 3,731 0 3,731 0 3;731 • Capital Projects 332,000 182,000 514,000 • 0 514,000 • Contingency 200,000 • (50,000) 150,000 0 150,000 • T • otal Fund. $1,963,286 $145,788 $2,109,074 $0•' $2,109,074 County Gas Tax Fund • • Public Works 159,761 3,027 162,788 ' 0 1 Policy and Administration 2,897 0 2,897 ' 0 2,897 • ' Contingency • 23,000 ' 0 23,000 0 23,000 Total Fund $185,658 $3,027 $188,685 $0 $188,685 • Traffic Impact Fee Fund •. Development Services 77.053 0 77.053 (1.691) 75,362 • Policy and Administration 17,705 42 17,747 0 17,747 • Capital Projects 3,346,500 ' (791,500) 2,555,000 . 0 2.555,000 • Contingency 200.000 130,000 330,000 0 330,000 • Total Fund 53,641,258 (5661,458), $2,979,800 ($1,691) $2,978,109 • TIF - Urban Services Fund • Development Services 33,929 0 33.929 (725) 33.204 • Policy and Administration 7.860 20 7,880 0 7.880 • Contingency 6,250 0 6,250 0 6,250 S Total Fund $48,039 $20 ' $48,059 ($725) 547,334 . • • Resolution 00- JL • Exhibit A . Page 2 of 4 223 • • • • City of Tigard, Oregon, Resolution No. 00 -.A Exhibit A Schedule of Appropriations • .Budget Committee Council Fund Program Proposed Changes Approved Changes Adopted Parks SDC Fund' • . - Development Services, . 3,659. 0 3,65.9 - (1',619) 2,040 Policy and Administration 82 :. 0 . • 82 0 82 • Capital Projects 860,000 385,899= 1,245 0 1,245,899 Contingency 0` 167,234 • 1.67,231 0 167,231 Total Fund $863,741 $553',.130 $.1,416,871' ($1.,619) $1,415,252 Underground Utility Fund Capital Projects 0' 170 ;000 170,000 0 170,000 Contingency 0, 20,000 20,000: 0: 20,000 • Total Fund $0' $1:90,000 $190,000 $0 $190,000 Water Quality/Quantity Fund , Development Services 1,802 0 1,802 (797) 1,005 ' Policy and Administration 41: 0 41 0 41 Capital Projects 710,000 1'0;000: 720,000 0 720,000 Contingency - 115,000: 0:• 115,000 0 115,000 Total Fund $826,843' $10,000 $836,843 ($797) $836,046 Water SDC Fund . Capital Projects - 840,000 0 ` 840,000' 0 840,000 Total Fund $840,000 $0 $840,000 $0 $840,000 G!O Bond Debt Fund Debt Service 257,000 0 257,000 0 257,000 Transfer 31,500 0 31,500 0 31,500 • Total Fund $288,500 $0 $288,500 $0 $288,500 • Bancroft Bond Debt Service Fund Debt Service 3.874,082 0 3,874,082 0 3,874,082 Total Fund $3,874,082 $0 $3,874,082 $0 $3,874,082 • Metro ::Greenspaces Fund Capital Projects 327,000 (121,189) 205,811 0 205,811 Contingency 35,000 35,000 ' " 0 35.000 Total Fund 5327,000 ($86,189) $240,811' 50 $240,811 Facility Fund Capital Projects 200,000 0 200,000 0 200,000 Contingency 30,000 0 30,000 0 30,000 Total Fund • 5230.000 $0 $230,000 SO $230.000 Workers Compensation Fund Total Fund $0 $0 $0 SO SO i Tree Replacement Fund Community Services 12,657 106 12.763 0 12.763 Capital Projects 0 37.000 37,000 0 37,000 Contingency 1.700 0 1.700 0 1.700 Total Fund $14,357 $37.106 $51,463 SO S51.463 Resolution 00- \ 3 L Exhibit'A 224 Page 3 'of 4• • • • • • City of Tigard, Oregon • Resolution No. '00- 3Z- MP Exhibit A • Schedule of Appropriations • Budget • Committee Council Fund Program Proposed Changes • Approved Changes Adopted . - • Dartmouth LID Fund • Capital Projects 12,753 0 12,753 : 0 12;753 Total Fund • $12,753. $0 • $12,753 $0 $12,753 • • Water CIP Fund • Capital Projects • 3,500,000 0 3,500,000 . 0 3,500,000. • Contingency 100,000 0 100,000 0 " 100,000 • Total Fund $3,600,000 $0 $3,600,000 $0 $3,600,000 Park Levy Improvement Fund • Transfer 0 120,000 120,000 . 0 120,000 . • Capital Projects 225,518 (1.20,000) • 105,518 0 105,518 • Total Fund $225,518 • $0 $225,518 $0 $225,518 • • 69th Ave. LID Fund • Capital Projects • 68,545 - 0 68,545 0 68,545 Total Fund $68,545' $0 $68,545 $0 $68,545 • Total Appropriations $45,942,118 _ $626,123 $46,568,241 ($101,909) $46,466,332 • • • • • • • • • • • • • • • • • • • • • ID • Resolution 00-_j_2_. Exhibit A 225 • Page 4 of 4 • `o <::<:::: »::<'` >of Budget 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. AdValorem Tax: A tax based on value, such as a property tax. Amortization: (1) The portion of the cost of a limited -life 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 proposed 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 provides the City Council and public with a general summary of the most important aspects of the budget, changes from current and previous fiscal years, and views and recommendations of the City Manager. Capital' Improvement Projects (CIP): Expenditures which result in the acquisition of land, improvements to existing facilities, and construction of streets, sewers, storm drains, park facilities, and other public facilities. Capital Improvements Program: Long -range plan for City facilities and infrastructure. Capital Outlays: Expenditures equal to or greater than $2,500, for equipment, vehicles, or machinery that results in the acquisition or addition to fixed assets. 226 • • : ........... • • 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 b • e 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 1111' are measurable, but not available are one example of deferred revenue. 0 • 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 0 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 ensure the program is self - supporting. • Expenditure: Actual payment made by City check or wire transfer for services or goods received, or , • obligations extinguished. • • • • • • 227 t� • ...................................... ............................... • Fees: General term used for any charge levied by local government in connection with providing a service, permitting an activity or imposing a fine or penalty. Major types of fees include building permits, business and non - business taxes, fines, and user charges. 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 monopoly 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 (GAAP): 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. 228 • • • • • . 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: The only directly elected regional government in the nation. Metro is repsonsible for regional •. transportation and land use planning. It also manages the Oregon Zoo, the Oregon Convention Center, • the Portland Center.for the Performing Arts, and the Exposition Center. Metro is also responsible for • regional solid waste disposal. • Modified Accrual Basis: The accrual basis of accounting adapted to the governmental fund -type measurement focus. Under it, revenues and other financial resource increments (e.g., bond issue • proceeds, property taxes, 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 • p • ublic, 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. • 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 Tigard'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. • • • • • • 229 • • • • 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 Storm & Surface Water Management. The program 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 C ity 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. 99W: Major state highway running through Tigard and connecting the City with Interstate 5 and Highway 217. Also referred to as Pacific Highway West. • 230 • • :...LlE3p- #3:;f.:Agn . ted.#3ucf of ::::::.::.::.......................:..:.:..:.::::.:::..::::::.:.:::.:.:........ ........::::::.:::.::. • : ` t O T i ; r : r :<: s _ ' ` 3 ±? _ %?' % ! • .....:................:< :::::...............: ..........:............. ::.::: : .... #:;.:i. r?d .Dr. ran........................... • • • 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 concerns and issues. The • focus may be on parks, solid waste or any other issue as determined by members. Participation in the Citizen Involvement Teams is open to all interested persons and are headed by citizen . • • Facilitators. 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 Appointment ' •Expires • Benner, Mike Jan -99 Jun -02 • Burgess, George Oct -87 Jun -01 • Dirksen, Craig Nov -94 Jun -00 Fernstrom, Gene Feb -97 ' Jun -00 • Stevens, Darlene Jan -99 Jun -01 . • • Intergovernmental Water Board • The Intergovernmental Water Board consists of five members and was established through an, • intergovernmental agreement between the City's of Tigard, Durham, and King City and the Tigard • Water District. Each jurisdiction is represented by a member and one member is appointed at large. • The purpose of the Board is to make recommendations to the Tigard City Council on water issues and •• to carry out other responsibilities set forth in the agreement. • Original • Term • Citizens Appointment Expires • Buehner, Gretchen Jan -98 Dec -00 • Carroll, Patrick Jan -97 Dec -01 • . Drangsholt, Jan Jan -95 Dec -01 Hunt, Paul Jan -97 Dec -00 • • Scheiderich, Bill Jan -94 • Dec -01 • • • • • 231 • • .so ; :ors itt "''<< Library Board The Library Board consists of seven members appointed by the City Council for four terms. The Board advises the City Manager and City Council on matters related to Library operations. Original Term Citizens Appointment Expires Beck, Larry Sep -95 Jun -01 Braun, Ann Jul -99 Jun -03 Chapman, David Jun -98 Jun -00 Irwin, Nancy May -93 Jun -01 Kasson, Sue May -97 Jun -01 Smith, Jane Apr -00 Jun -02 Tolliver, Ken Jul -99 Jun -03 Planning Commission The Planning Commission consists of nine members, appointed by the City Council to serve four year terms. The Commission's responsibilities, include assisting the City Council to develop, maintain, update and, implement the City Comprehensive Plan, to formulate the City Capital Improvements Program, and to review and take action on development projects and Development Code provisions delegated to the Commission. Original Term Citizens Appointment Expires Anderson, Judith Sep -95 Dec -03 Griffith, James E. Dec -94 Dec -02 Incalcaterra, Lisa Jun -98 Dec -00 Mores, Darrel Glenn Dec -98 Dec -00 Olsen, John Aug -98 Dec -01 Padgett, Mark Sep -95 Dec -03 Scholar, Shel Dec -94 Dec -02 Topp, Steven Sep -99 Dec -01 Wilson, Nick Feb -94 Jan -02 232 • • P; <: > .:: Y l .::.;:.;:.;;:.;:.;;:<.;:.;:<.;:.:.:.;:.;::.:.;:.::.;:.:.:.;;:.:.:.: :.:. >:.;.:.::. :.:.:.: .... �'d . Cd ar. on..... . e ><:Staf ° .... ;,. {y • :�f'7i u`: �:::� �2'':`:� ii' 'y ?'!`�y' °�j`'?''' < `:j ` r �2 ±ii: ;`;; `'��<:ii :i' ; > > y<; ? < 'i <;'! > ::::>i: %: % ufit >>::; ; ii:ii. `. > <:< : : Actuarl Actual A o 0.4 : : * ppro A l led, P�`€� C�ttk>::::>:<: ::::<::: >:<: >:: >::<::::: >::'� 1397198::: »'1:998 }8*� >:: >:<�i 5 >: »::> :.:::: :;:. ... :..:.: ............. � ..... 99fQ0..... 2' t��OtQ' �:«.; :, 2 'f�Ot�iO'�:<;;: t • • Community Services Police • 1110 Police Administration 3.00 3.00 3.00 3.00 3.00 3.00 • 1120 Police Operations 45.00 44.00 44.00 46.50 46.50 n 46.50 • 1130 Police Support Services 21.00 22.00 25.00 25.00 25.83 25.83 Total Police 69.00 69.00 72.00 74.50 75.33 75.33 • • Library 1410 Library Administration 2.25 2.38 2.50 2.70 2.70 , 2.70 • 1420 Library Readers Services 8.30 9.55 9.60 9.60- 9.60 9.60 • 1430 Library Technical Services 4.80 5.50 6.50. 6.60 6.60 • 6.60 1440 Library Circulation 9.81 10.09 11.10 11.10 , 11.10 11.10 • Total Library 25.16 27.52 29.70 30.00 30.00 30.00 • 1600 Parks and Grounds 6.50 8.50 9.50 9.50 • 9.50 9.50 • Total Community Services 100.66 105.02 111.20 114.00 ' 114.83 114.83 • • • Public Works • 2110 Public Works Administration 3.00 4.00 6.00 6.00 6.00 6.00 • 2120 Sanitary Sewer 6.75 7.00 7.00 7.00 7.00 7.00 2130 Storm Sewer 4.75 7.00 7.00 ' 7.00 7.00 7.00 • 2140 Streets Maintenance 10.00 10.50 • • 11.50 11.50 11.50 11.50 • 2150 Fleet Maintenance 2.00 2.50 3.00 3.00 , 3.00 3.00 2160 Property Management 1.00 2.50 3.00 3.00 3.00 3.00 • 2170 Water 15.50 16.00 17.00 .17.00 17.00 - .17.0Q • Total Public Works 43.00 49.50 54.50 54.50 54.50 54.50 • Development Services • 2210 Community Dev. Administration 9.00 9.00 9.00 8.00 8.00 3.00 • 2220 Building Inspection 18.50 ' 19.00 15.00 12.50 12.50 12.50 2230 - Current Planning . 6.50 6.50 6.50 6.50 6:50 • 9.00 • 2240. Long Range Planning 4.00 4.00 4.00 4.00 4.00 4.00 • 2250 Engineering 14.00 14.50 15.50 15.50 15.50 15.50 Total Development Services 52.00 53.00 50.00 46.50 46.50 • 44.00 • • Policy & Administration 3120 City Management 4.50 4.50 5.50 5.50 • 5.80 • 5.80 • 3130 Human Resources 3.50 3.50 3.50 3.50 3.50 • 3.50 • 3140 Network Services 3.50 4.50 4.50 4.50 4.50 4.50 • 3150 Risk Management 2.00 2.00 2.00 2.00 2.00 2.00 • 3210 Finance 1.00 1.00 1.00 2.00 2.00 2.00 • 3230 • Financial Operations 8.00 • 9.00 10.00 10.75 10.75 10.75 • 3320 Office Services 4.00 4.00 4.00 4.00 4.00 4.00 3330 Records 2.50 2.50 3.00 3.00 , 3.00 3.00 • • 3340 Municipal Court 3.00 3.00 3.00 4.00 4.00 4.00 • Total Policy & Administration 32.00 34.00 36.50 39.25 39.55 39.55 • Total All Programs 227.66 241.52 252.20 254.25 255.38 252.88 • 41 • • 233 • • >::::>:;:;:»::>::::»::::<:>:>::<>::>::»•::::.»::>::;:.;:<:>::>::: : > >:: >:<:;:: >::: >•;;.: <::; >:... I�rdlta si,ar�stl.�rau ............... .. 32 , M3 Confidential Administrative, Spec. I Hourly 10.61 - .14.22 (City Administration) • Monthly 1,839 - 2,464 Annually 22,068 29,568 38 M3 Confidential Administrative Spec II Hourly 12.31 - 16.49 (City Administration) Monthly 2,133 - 2,858 Annually 25,596 34,296 41 M3 Human Resources Assistant Hourly 13.25 - 17.76 Monthly 2,296 - 3,078 Annually 27,552 36,936 44 M3 Volunteer Coordinator Hourly 14.30 - 19.16' M3 Library Technical Services Coordinator Monthly 2,478 - 3,321 M3 Micro Computer Support Tech Annually 29,736 - 39,852 M3 Confidential Executive Assistant 45 • . M3 Executive Assistant to City Administration Hourly 14.66 - 19.65 . M2 Circulation Supervisor Monthly 2,541 - 3,406 M3 Risk Technician Annually 30,492 - 40,872 46 M3 • Police Records Supervisor . Hourly 15.05 - 20.16 M3 Assistant Planner Monthly 2,608 - 3,494 M3 Program Assistant Annually 31,296 - 41,928 47 M3 Buyer Hourly 15.44 - 20.68 . Monthly 2,676 - 3,585 Annually 32,112 43,020 50 M2 Readers Services Specialist Hourly 16.63 - 22.30 Monthly 2,883 - 3,865 Annually 34,596 46,380 51' M3 Budget & Financial Reporting Analyst Hourly 17.07 - 22.87 Monthly 2,959 - 3,964 Annually 35,508 47,568 52 ' M3 Associate Planner Hourly 17.50 - 23.46 M3 Technical Services Specialist Monthly 3,034 - 4,066 M3 Fleet & Facilities Coordinator Annually 36,408 48,792 53 M3 Human Resources Analyst Hourly 17.95 - 24.06 Monthly 3,111 - 4,170 Annually 37,332 - 50,040 234 • <..:>.:.`:':. .6.2:::: ::..:.::::: ' r ?< ' t{ 'y3)' `2 ` • : ; : : :< : :<> : :. > : :. . : > : : : : : :. : : > : : :; : : : :; :: :: :::::::::>::::::::.;:.;.::: .;; >; < :<� > :< : :.; : : : : ; : :!�.: ..4 are ......... ! .....................,.. :.... :. mer tll?ro : . . . ... .. . ...: < :: . : < : ...... `: ` .... : >` z ...:.:.:.:.: : >. : >. :. : >. :. :. : >. : >. :. :. : . :. : . >' >. : » : : > .: .4 4.4.4 > :. : >. :. :. :. :. :. : . . . .. . . . . . ..... . . . . . .. . :: . ... . ................... . ............... ................:.... . ... ........... E : t3.rox . :::.::: :.� : : . .. : : .. .... . ... ...... ........ .........4.4. : .... ..:: t3 . .:::::::::::::::::::: : : :. . .� : :. . . : :� : : : :.... : : :....� P.:::.:: ........... ....... : : : : :.� : :. : : :...... : : :4. 44 : :. : : :. :; : ». <Sala. S th i edti e1 0r.> 0 . .::.: � ..............................................: . . .:::::::::::::.: : : : : . . :._ : : : : : : : :: ::... . . .. . . .. .. . . . . . . . . ....... . . . . . . .. 44.: • Rare i ::: : :. to .or :. �aEt . o .. '' >' :' »: 4'444 : > : : : : :[ : : >:' >` :` ' <` >. >; :< :> '444.4.;« > : :.. ;; < > '� : :i :< : : : : :< : :«: _ .4`444 >: > >`` "`'�'� >' > : : : > .<; >i >. :.<;< : ::< : << > >' ?4444: < :: : :<`: :: »44''44::: 8 ..:.. ............ ..9 �: :. . Gl�ssifa�at��xrt Tttl� ......... : .. .. . ......... Par. :�iartg� • 54 M3 Wastewater Operations Supervisor Hourly . 18.43 - . 24.70 M3 Water Operations Supervisor Monthly 3,195 - 4,281 M • 3 Grounds Supervisor Annually 38,340 - ' 51,372 M3 Streets Supervisor • • 55. M2 City Recorder Hourly 18.88 - 25.32 Monthly 3,273 - 4,388 • Annually ' 39,276 - 52,656 • 56 M3 Senior Accountant Hourly 19.37 - 25.96 • Monthly 3,358 - 4,500 • Annually 40,296 - 54,000 • • 57 M2 Senior Human Resources Analyst Hourly 19.86 - • . 26.62 • M2 Senior HR/Telecommunications Analyst Monthly 3,443 - 4,614 Annually 41,316 - 55,368 0 • 58 M2 Project Engineer Hourly 20.39 - 27.32 . M2 Administrative Services, Manager Monthly 3,534 - 4,735 • M2 Library Division Manager • Annually 42,408 - 56,820 • 59 M2 Plans Examination Supervisor Hourly 20.90 - 28.00 • Monthly 3,622 - 4,854 Annually 43,464 - 58,248 . 60 M2 Senior Management Analyst/Risk Hourly 21.43 - 28.73 • M2 Inspection Supervisor Monthly 3,715 - ' 4,979 . Annually 44,580 - 59,748 61 M2 Planning Manager Hourly • 21.98 - 29.46 • M2 Financial Operations Manager Monthly 3,810 - 5,106 M2 Property Division Manager Annually 45,720 - 61,272 • M2 Utility Division Manager • 100 M3 Police Sergeant Hourly 22.62 - 30.31 ' • Monthly 3,921 - 5,254 Annually 47,056 63,050 . 64 M2 Engineering Manager Hourly 23.72 - '31.79 • Monthly 4,112 - , , 5,511 • • Annually 49,344 - 66',132 0 66 M2 Assistant to the City Manager Hourly 24.96 - 33.44 • _ M2 Building Official Monthly 4,327 - 5,797 • Annually 51,924 - 69,564 ' 68 M2 Human Resources Director Hourly 26.24 - 35.17 • M2 Network Services Director Monthly 4,549 - 6,096 Annually 54,588 - 73,152 • . El 0 III •• 235 • • • • ��pt� p� Add ��tl9 , :.:;;.;:.;:.;:.;:.;:::.:;;:.;::::;:.;>;;:.::.;:;:. :.;:.:.;.;:..;;:.;::::.::::.::. • • g .: :::.::::..:�tte�vCy.:::.:: Cl�s�i #ic2tt�ari Tttle..... ... .:::::::::::::...:::•.:.;;;::;: ....Pay:ti�rtg.� 105 M2 Police Lieutenant Hourly '26.05 - 34.92 Monthly 4,516 - 6,052 Annually 54,197 - 72,628 • 70 M1 Library Director Hourly 27.61 - 37.00 M1 Director of Finance Monthly 4,785 - 6,413 . M1 City Engineer Annually 57,420 - 76,956 • 108 M2 Police Captain r Hourly 27.86 - 37.34 • Monthly 4,829 - 6;472 Annually 57,952 - 77,664 • • • 72 M1 Public Works Director Hourly 29.05 - 38.92 . M1 Community Development Director Monthly 5,035 - 6,746 • Annually 60,420 - 80,952 112 M1 Police Chief Hourly 30.64. - 41.07 • Monthly . 5,311 - 7,118 Annually 63,727 - 85,420 • • • 236 • • • .:.::...:.. (1A : : e71..�;iQ .f€�t�. : B�cf �t ::.::..........:.:............................................................:.::.::. �:::::.: �:::::::::::::::::.::::.:::::::::::.:::::::::::.: .............................:. • • j 0 - 1��: }e``��`:`'::�:: ��' 2::: ��:: ��;: Y'; ��< y; ��> �2k��?��' i' �' r` ��i�Y�::::: �! �"' ?is�:;:; r` ��2� `:2::;;�'�:`2��:``:� g .......... ¥canon Title Step....... Step ....... 5 t :.... Step ....:.... 5. ,: • •. 450 Records Specialist Monthly 2,160 2,268 2,381 2,501 2,625 1 Hourly 12.46 13.08 13.74 14.43 15.14 41 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 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 Community Service Monthly 2,390 2,509 2,635 2,767 2,905 A 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 • • • Tigard Police Officers Association (TPOA) is currently in negotiation with the City. Salary schedule shown is from the current contract, and does not reflect a change from last budget year. - • • • • • • • • • • • • • • • • • 237 0 F :•:l'..:�4f�:.��.:Ail4i. {�.I�: :il� �....:::}::: i:::: iJ:::.':v:: ?:::::::: irk:: y: i'.: i:::: i? :: i: ::....'::.: vvit: isisi:: i:: iiiii:C{: i?:::: isii ::i::<v::::.::::; ?;i ^iiii:!''': iiiii::::.<:: �:: i:: is ::::S:yi:i<:::::i.: ?iiii? • . 200 Administrative Specialist 1 Monthly 1,802 1,891 1,986 2,086 2,191 2,298 2,412 Hourly 10.40 10.91 .11.46 12.03 12.64 13.26 13.92 • Annually 21,624 22,692 23,832 25,032 26,292 27,576 28,944 • 201 Accounting Assistant 1 Monthly 1,847 1,938 2,036 2,137 2,244 2,357 2,475 . Utility Worker I Hourly 10.66 11.18 11.75 12.33 12.95 13.60 14.28 Building Maint. Tech I Annually 22,164 23,256 24,432 25,644 26,928 28,284 29,700 • 202 Library Assistant Monthly 1,893 1,988 2,088 2,193 2,302 2,417 2,538 Hourly 10.92 11.47 12.05 12.65 13.28 13.94 14.64 • Annually 22,716 23,856 25,056 26,316 27,624 29,004 30,456 • • 206 Administrative Specialist 11 Monthly 2,095 2,200 2,311 2,426 2,548 2,675 2,808 . . PBX Operator Hourly 12.09 12.69 13.33 14.00 14.70 15.43 16.20 Senior" Library Assistant Annually 25,140 26,400 27,732 29,112 30,576 32,100 33,696 . Microcomputer Support Asst 201 Accounting Assistant II Monthly 2,149 2,256 2;368 2,487 2,611 2,742 2,879 Hourly 12.40 13.02 13.66 14.35 15.06 15.82 16.61 ' Annually 25,788 27,072 28,416 29,844 31,332 32,904 34,548 • • 209 r Utility Worker II Monthly 2,262 2,375 2,493 2,618 2,749 2,886 3,031 Engineering Technician 1 Hourly 13.05 13.70 14.38 15.10 15.86 16.65 17.49. • .• Building Maintenance Tech.II Annually 27,144 28,500 29,916 31,416 32,988 34,632 36,372 . .Maintenance Services Tech. • Network Assistant • 210 Sr. Admin Specialist Monthly 2,320 2,436 2,558 2,686 2,820 2,959 3,108 ' Information Processing Tech. Hourly 13.38 14.05 14.76 15.50 16.27 17.07 17.93 Code Compliance Specialist Annually 27,840 29,232 30,696 32,232 33,840 35,508 37,296 • 211 Senior Accounting Assistant Monthly 2,380 2,498 2,623 2,754 2,892 3,036 3,188 Hourly 13.73 14.41 15.13 15.89 16.68 17.52 18.39 Annually 28,560 29,976 31,476 33,048 34,704 36,432 38,256 213 Senior Utility Worker Monthly 2,501 2,627 2,759 2,897 3,041 3,194 3,354 • Mechanic Hourly 14.43 15.16 15.92 16.71 17.54 18.43 19.35 Water Works Inspector Annually 30,012 31,524 33,108 34,764 36,492 38,328 40,248 Water Qual Prog Coordinator • Urban Forester Permit Specialist • Permits Coordinator Permit Technician - Planning /Engineering Permit Technician - Building , • 215 Engineering Technician 11 Monthly 2,634 2,765 2,904 3,048 3,200 3,361 3,528 Network Technician Hourly 15.20 15.95 16.75 17.58 18.46 19.39 20.35 Inspector I Annually 31,608 33,180 34,848 36,576 38,400 40,332 42,336 Librarian 238 • • • 1 ... .. .t3.Q..�1�: ��.: i'J�[�,]]. .i: iii: ii::::: �:'::: •'::ii::::i:::::�:v::::::(:::iY ii::::(. i' i:: i' ::::::::::: ::::iii'i: iii::: i : : : ::i:•'.::•::::i:::i:::ii::<i vii: v: i:: iiiiii:::::: vv::: i::::::::::%::: ii` ist:::: i:;: i: :: : is ? ?:i . ? . .' :i . ................ .... ::::i ........ ..... :::::: ................... • !::::::i::i::::i::ii �:::::::: is si:::':: +::: iii:: �iiiii? ii::::' i::::::::•.::•:: Ji: iiiiiiii: :::'•.::i::� ?::•::':i::iii'�i:� BEd .Ur. c'm Y............19.... . .... . :i::s %' 'nio Sit Y } • • • • 219 Senior Engineering Tech. Monthly 2,912 3,059 3,211 3,372 3,541 3,718 3,904 • Senior, Network Technician Hourly 16.80 17.65 18.53 19.45 20.43 21.45 22.52 • Annually 34,944 36,708 38,532 40,464 42,492 44,616 46,848 • 220 Plans. Examiner Monthly 2,990 3,140 3,296 3,460 3,632 3,815 4,004 • Hourly 17.25 18.12 19.02 19.96 20.95 22.01 23.10 41 Annually 35,880 37,680 39,552 41,520 43,584 45,780 48,048 • • 221 Inspector II Monthly 3,066 3,220 3,380 3,548 3,726 3,912 4,108 • Hourly 17.69 18.58 19.50 20.47 21.50 22.57 23.70 • Annually 36,792 38,640 40,560 42,576 44,712 46,944 49,296 41 223 Engin. /Survey Specialist Monthly 3,224 3,384 3,553 3,732 3,918 4,114' 4,319 Hourly 18.60 19.52 20.50 21.53 22.60 23.74 24.92 • Annually 38,688 40,608 42,636 44,784 47,016 49,368 51,828 • • 224 Senior Plans Examiner Monthly 3,306 3,471 3,645 3,827 4,019 4,219 4,430 • Hourly 19.07 20.03 21.03 22.08 23.19 24.34 25;56 41 Annually 39,672 41,652 43,740 45,924. 48,228 50,628 53,160 • 225 Senior Inspector Monthly 3,390 3,560 3,738 3,924 4,121 4,328 4,544 • Hourly 19.56 20.54 21.57 22.64 23.78 24.97 26.22 • Annually 40,680 42,720 44,856 47,088 49,452 51,936 54,528 • • • • • • • • • • • • • • • • • • • 239 • • • • • <.... ct ttf... • Note: The City Council recently adopted a Fixed Asset Policy that was previously being followed as an • internal.procedure since 1990. At that time, the Council also increased the Capital Outlay level from $200 to $2,500. As a result, this schedule has been substantially reduced from previous years. Community Services 1110 Police Administration • Modular Office Furniture (1) $2,700 . • Total Police Administration $2,700 . • 1120 Police Operations • Replacement Patrol Vehicles (5) $110,725 . Patrol Motorcycle (2) 23;000 • . Mobile Police Radio (2) 6,000 Portable Police Radios (3) 8,700 Mdt Radios (2) 6,000 • . Thermal Imaging Equipment . (1) 21,500 • Mobile Data Terminal (2) 9,600 Replacement K -9 (2) 20,000 - • Total Police Operations $205,525 • 1130 Police Support Services Replacement Detective Vehicles (2) $56,375 Total Police Support Services $56,375 • Total Police $264,600 • '1410 Library - Administration Total Library Administration $0 1420 Library - Readers Services Total Library Readers Services $0 1430 Library - Technical Services Total Library Technical Services $0 1440 Library - Circulation • Total Library Circulation $0 • Total Library $0 • 1600 Parks & Grounds Multi -use Utility Vehicle (1) $10,000 60 Ft. Boom Truck (1/2) . (1) 40,000 6 Ft. Sprial Slide for Summerlake Park (1) 4,500 2 Bay /4 Swing 10 Ft. High Swing Set (1) 3,200 48 Inch Small Area Turf Mower (1) 10,000 36 Inch Walk Behind Mower (1) 4,500 Leaf/Turf Sweeper (1) 20,000 Bike Path Replacement at Picks Landing 15,000 ADA Playground Improvements to Cook Park 50,000 ADA Park Upgrades • 25,000 • Total Parks & Grounds $182,200 • • • Total Community Services $446,800 • • 240 • fY::> ; • 1~ 1 ....................:...... : • >:<::>:>:::»:>:::<:>':>:>:::::::::>:::::;::::>::>:::>:::: ?: >:::<::: >:: >::: >::::: >:;:;`: d .Or .Ti Or. n : adi#0.0(0..$t N0 : dute..of. Noo-c .:. • Public Works ! 2110 Public Works Administration • Total Public Works Administration $0 • 2120 Sanitary Sewer • Replace 3/4 Ton Pickup (1/2) (1) . .$11,000 Replace Combination Cleaner (1/2) (1) 125,000 • Replace Hydraulic Power Unit (1/2) (1) 3,000 • Total Sanitary Sewer $139,000 • 2130 Storm Sewer • Replace 3/4 Ton Pickup (1/2) (1) $11,000 Replace Combination Cleaner (1/2) (1) 125,000 • Replace Hydraulic Power Unit (1/2) (1) 3,000 ! Total Storm Sewer $139,000 • 2140 Streets Maintenance 60 Ft. Boom Truck (1/2) (1) $40,000 • Double Drum Vibratory Roller (1) 30,000 • Truck Mounted Rock Conveyor (1) 5,700 • Total Streets Maintenance $75,700 2150 Fleet Maintenance Refrigerant Charge Station (1) . $3,400 • Total Fleet Maintenance $3,400 • 2160 Property Management • Senior Center $14,000 • City Hall 24,000 Total Property Management $38,000 • • 2170 Water • Paving Remaining Area of Canterbury Reservoir $20,000 • Replace 1 Ton Utility Truck (1) 50,000' • Replace Hydraulic Power Pack (1 )T 5,500 Total Water $75,500 • ' Total Public Works - $470,600 • • • • • • • 4 ! • • • • • 241 • • • Development Services • 2210 Administration • • Total Administration $0 • • 2220 Building Inspection • Total Building Inspection $0 2230 Current Planning •• Total Current Planning $0 • 2240 Long Range Planning . Total' Long Range Planning $0 • 2250 Engineering Modular workstation (2) $5,800 • Total Engineering $5,800 • • Total Development Services $5,800 Policy& Administration 3110 Mayor & Council Total Mayor & Council $0 • . 3120 City Administration Total City.Administration $0 3130 Human Resources Total Human Resources $0 3140 Network Services • Expansion Server (1) $10,000 Replacement Server for 222/333 (1) 10,000 Barcode Reader /Scanner for Accounting (1) 3,500 • Replacement printer for Public Works Admin. (1) 2,900 Total Network Services $26,400 3150 Risk Management • Total Risk Management $0 3210 Finance - $0 • Total Finance $0 • • 3230 Financial Operations Total Financial Operations $0 • • 3320 Office Services Total Office Services $0 3330 Records Total Records $0 3340 Municipal Court • Total Municipal Court $0 Total Policy & Administration $26,400 Total Non -CIP Capital Outlay $949,600 242 ••••••••••••••••••••••••••••■••••••••••••••••• ! - g R . 0 U • - . . . 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Pet .... . .. . . . . . u .31 . ... . . . . . . . . **: : ; :.... ..... ............... 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 2000/01 1999/00 • Revenues: Other Agencies $0 $173,666 $0 $0 1,846,129 $172,000 $1,010,000 $401,000 $0 • $0 $0 $0 $3,602,795 53,882,283 Fines, Fees, 8 Charges 999,348 0 773,716 0 8,000 0 0 0 393,000 0 0 30,000 2,204,064 2,177,429 Other Revenues 3,000 16,000 2,000 $8,000 28,000 • 1,000 90,000 30,000 203,000 78,000 $54,000 3,000 516,000 557,500 Total Revenues $1,002,348 $189,666 $775,716 58,000 $1,882,129 $173,000 51,100,000 $431,000 $596,000 $78,000 $54,000 $33,000 $6,322,859 $6,617,212 Community Services $0 $0 - $0 $20,000 $0 $0 50 $0 $0 $0 $0 $12,763 $32,763 $27,629 Public Works 25,888 1,048 205,520 0 762,673 162,788 - 0 0 0 0 0 0 1,157,917 1,102,660 • Development Services 614,078 152,029 313,692 0 488,193 - 0 75,362 33,204 2,040 0 0 0 1,678,600 2,069,534 Policy 8 Administration 203,081 . 46,780 76,464 0 .. 190,477 2,897 17,747 7,880 ' 82 0 0 0 545,408 438,264 N General Govemment 2,088 700 1,643 0 3,731 0 0 0 0 0 0 0 8,162 46,950 A Capital Projects 0 0 112,000 0 514,000 0 2,555,000 0 1,245,899 ' 170,000 0 37,000 4,633,899 7,155,000 A • Total Expenditures $845,135 $200,557 5709,319 $20,000 $1,959,074 $165,686 $2,648,110 $41,085 $1,248,021 $170,000 $0 $49,763 $8,056,748 $10,840,037 Revenue and other . sources over (under) $157,213 ($10,891) 566,397 ($12,000) ($76,945) $7,314 ($1,548,110) $389,915 ($652,021) (592,000) $54,000 ($16,763) ($1,733,889) (54,222,825) Contingency ($50,000) ($30,000) ($50,000) ($3,000) ' ($150,000) ($23,000) ($330,000) . ($6,250) (5167,231) ($20,000) 50 ($1,700) ($831,181) (5500,000) Projected Fund Balance July 1, 2000 $101 $57,348 $18,312 5106,709 $244,245 557,069 $2,554,111 $616,177 $820,870 $399,392 $324,778 $171,652 $5,370,763 $5,352,277 June 30, 2001 - 5107,314 $16,457 $34,709 $91,709 $17,300 $41,383 $676,001 $999,842 $1,618 $287,392 $378,778 $153,189 $2,805,693 $629,452 ' • • • • • • ::2f:3t7iO.` 1 iiiim:::;;te ; : ";:; < ««<ii :.0 i» <> <> « < » > >< > ><>>> >> <' > : <::>::>:>:>::>:::<:>::: : <: > : :mi :i: >::?<: >: »::: >: : : :::i <:: > ?::< >'::<:: »: >:::> <<:<: «:<: ><: >::» :: ><: <; < ::::> yy.;�r�� yy • > ' c1 of T gar ; ;:i., gxi. < "_`>? <? > >< «? >> ` ' ! ` `1 ` `> < < < > < < > >< > � ... <:> . < ?:. € <:> ::; : ::::::: .:::::: >: .d ::t7re i cry.................. . :: >:::::: »Corry iced >B .d e.5texemery #:::o:::Rex ;: ::<:::::»::: :<::<: »:; >:::: >:::: >: >:::: >:::: ::<:: ><: >:: >:::: >:::;:. >:. >::» ::<::::::: �:::::><:::::>::::>:: :::« >< > ><: »:::: >:: >::::<: >::::> .hues .fw e � ..........................:. :. �.:. �. �.:::::.:::..:.:..:..:................. ........................�.....� ....:n�fi.. ?urea.::::::::.:::::::::.:.:. :.::::.:.................:::::: ::;s n i:ik;::::t:iiii> >:;: >< :: :: h ::::<: ' :<:<?: :11 1i9 : ::i<:: :iii > > > > > i:i iiiii i:i ii::: i:::i: ::::: ::::::::13: • : ; :'P op 1 :o-:: : :.:. >: 1 , : i .; .;> }:.: �.:;«.;:::.:.::::: 1:: :ENE ?: > <''::: < <:: {: : j :2 : :'::: ::: z <:;<::< >::<:<:<?«:::::: »: <:>::>::::«:::::: >:::: >::>:::: >: >::::::: >:<: >::: d: or..F er od.ended.Jun . • • • Total Memorandum Only • Sanitary Storm Adopted Adopted • Sewer Sewer Water 2000/01 1999/00 • Operating Revenues: le Charges for Services . $1,372,000 $1,078,000 $4,667,075 $7,117,075 $6,041,363 • - Other Fees 298,000 0 0 298,000 597,080 i Total Operating Revenues $1,670,000 $1,078,000 $4,667,075 $7,415,075 $6,638,443 • Operating Expenses: • Public Works $663,211 $775,325 $4,532,879 $5,971,415 $6,471,486 Development Services 71,700 69,660 0 141,360 • 142,308 1 Policy & Administration 131,753 147,016 587,177 865,946 956,511 • General Government 4,664 4,664 4,664 13,992 80,486 • • Total Expenditures $871,328 $996,664 $5,124,720 $6,992,713 . $7;650,791 • Operating Income $798,672 $81,336 ($457,645) $422,362 ($1,012,348) 1 1 Non - Operating Revenue: • Interest ' $302,000 $59,000 $200,120 $561,120 $1,056,500 Miscellaneous Revenue 0 0 41,020 41,020 41,900 • Connection /Svc Charges 0 124,000 502,530 626,530 313,680 0 Total Non - Operating Revenue $302,000 $183,000 $743,670 $1,228,670 $1,412,080 • • Non - Operating Expenses - • Capital Improvements $1,290,000 $1,139,000 $5,595,000 $8,024,000 $10,835,800 • Total Non - Operating Expenses $1,290,000 $1,139,000 $5,595,000 $8,024,000 $10,835,800 • Net Income (Loss) ($189,328) ($874,664) ($5,308,975) ($6,372,968) ($10,436,068) • Contingency , ($335,000) ($315,000) ($900,000) ($1,550,000) ($750,000) • • Protected Retained Earnings: • July 01, 2000 $7,631,639 $2,509,544 $7,941,270 $18,082,453 $16,909,387 . June 30, 2001 $7,107,311 $1,319,880 $1,732,295 $10,159,485 $5,723,319 • • lb 1 • 245 1 1 • • ...... .:::::: ..... ...... ..... ::::: ment.o #.ReverRU�s .E. end�fures • • ...nde�.►lun�.�d v 1 Total Memorandum Only Special Debt Capital Adopted Adopted • General Revenue Service Projects 2000/01 1999/00. • Taxes $7,774,069 $0 $295,383 $0 $8,069,452 $7,635,565 • Other Agencies • 2,501,666 3,602,795 0 240,811 6,345,271 6,616,050 • Fees & Charges 710,383 0 0 0 710,383 770,900 . Fines 730,000 2,204,064 0 . 0 2,934,064 2,577,929. Franchise Fees • 2,004,180 0 0 0 2,004,180 1,951,000 • • Other Revenues 212,750 516,000 0 • 150,000 878,750 798,750 • Interest and Other Income 330,001 0 199,896 57,000 586,897 564,817 • Assessments 0 0 224,849 0 224,849 296,206 Total Revenues $14,263,049 $6,322,859 $720,128 $447,811 $21,753,846 $21,211,217 • • Community Services $9,505,383 $32,763 $0 $0 $9,538,146 $8,580,770 Public Works 727,289 1,157,917 0 0 1,885,205 1,644,799 • • Development Services 1,884,955 1,678,600 0 0 3,563,554 3,797,926 Policy & Administration 2,248,019 545,408 0 0 2,793,428 2,428,190 General Government 27,846 8,162 0 0 36,008 207,131 . . Capital Projects 294,500 4,633,899 0 592,627 5,521,026 9,172,960 Debt Service 0 0 4,131,082 0 4,131,082 4,108,620 • Total Expenditures $14,687,992 $8,056,748 $4,131,082 $592,627 $27,468,450 $29;940,396 •. • Proceeds from Bonds /Notes $0 $0 $2,350,000 $0 $2,350,000 $3,440,000 . Transfers In 31,500 0 0 550,000 581,500 0 Transfers Out - (625,000) 0 (31,500) (120,000) (776,500) 0 Total Other Financing Sources '($593,500) $0 $2,318,500 $430,000 $2,155,000 - $3,440,000 Revenue and other sources over (under) expenditures ($1,018,444) ($1,733,889) ($1,092,454) $285,184 ($3,559,603) ($5,289,179) • Contingency /Reserves ($883,490) ($831,181) $0 ($990,000) ($2,704,671) ($1,000,000) • • • Projected Fund Balances: • July 1, 2000 $6,835,731 $5,370,763 $1,335,392 $1,177,979 $14,719,865 $12,909,348 . June 30, 2001 $4,933,797 $2,805,693 $242,938 $473,163 $8,455,591 $6,620,168 • • • • • • • 246 . • ••••••••!•••••'• ••••••••••••••••••••••*•••••• C 0 4 d -� O a N \.r e r 1 6