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City Council Packet - 12/21/1987 TIGARD CITY COUNCIL PUBLIC NOTICE: Anyone wishing to speak on an REGULAR MEETING AGENDA agenda item needs to sign on the appropriate BUSINESS & STUDY AGENDA sign-up sheet(a). If no sheet is available, DECEMBER 21, 1987, 6:30 P.M. ask to be recognized by the Chair at the start TIGARD CIVIC CENTER of that agenda item. Visitor's agenda items are 13125SW HAIL BLVD. asked to be to 2 minutes or less. _Longer matters TIGARD, OREGON 97223 can be set for a future Agenda by contacting either the Mayor or City Administrator. 6:30 o STUDY SESSION- Municipal Court Study Report (6:30-7:15 PM)(.no/zf Agenda Questions (7:15-7:30 PM) 7:30 1. BUSINESS & STUDY MEETING: 1.1 Call To Order and Roll Call 1.2` Pledge of Allegiance 1.3 Call To Staff and Council For Non-Agenda Items 2. VISITOR'S AGENDA (2,Minutes or Less Per Issue, Please) 3. LIQUOR LICENSE REVIEW STREAMLINING - ORDINANCE NO. 87- 0 Chief of Police 4. ALARM ORDINANCE STREAMLINING- ORDINANCE NO. 87-7Z o Chief of Police 5. WESTWOOD SITE DISCUSSION o Community Development Director 6. COMMUNITY SURVEY DISCUSSION o Community,Services Director 7. STREETLIGHTING POLICY REPORT o Community Development Director 8. CONSENT AGENDA: These items are considered to be routine and may be enacted in one motion without separate discussion. Anyone may request that an item be removed by motion for discussion and separate action. Motion to: 8.1 Approve Council Minutes: 10/19, 11/16 & 23, 12/7/1987 8.2 Receive and File November Departmental Monthly Reports: a. Community & Administrative Services b. Community Development c. Library d. Police 8.3 Receive and File Reports a. Finance Division Report b. 1986-87 Audit Report & Management Letter Response _ 8.4 Approve Park Reservation Fee Revision - Resolution No. 87- 1-55 8.5 Approve Final Acceptance - Shadow Hills II Subd. - Res. No. 87-/J6- 8.6 Authorize Records Clerk (OAI) Position And Transfer Appropriations Resolution No. 87- /a 8.7 Approve Request For Jurisdiction Transfer Of Count Roads Within C' The NE Metzger Annexation Area - Resolution No. 87-P 8.8 Recess Council Meeting; Convene Local Contract Review Board Meeting; Award Bid For Bridge Widening; Adjourn LCRB Meeting; Reconvene Council Meeting; 8.9 Approve City-Wide Fees& Charges Amendment - Resolution No. 87-L-52 8.10 Approve OPEU Letter Of Agreement - Resolution No. 87- Q 8.11 Approve Personnel Rules Update -Resolution No. 87- 8.12 Receive and File Sheriff Patrol Contract Report 8.13 Approve Area of Interest Resolution - Resolution No. 87- 9. 7=9. NON-AGENDA ITEMS: From Council and Staff 10. EXECUTIVE SESSION: The Tigard City Council will go into Executive Session under the provisions of ORS 192.660 (1) (d), (e), & (h) to discuss labor relations, real property transactions, and current and pending'litigation issues. 11. ADJOURNMENT 1w/2226D COUNCIL AGENDA - DECEMBER 21, 1987 - PAGE 1 T I G A R D C I T Y ^_C 0 U N C I L REGULAR MELTING MINUTES - DECEMBER 21,; .1987- 6:33 PM 1. ROLL CALL: Present: Mayor Tom Brian; Councilors: Carolyn Eadon, and John Schwartz; City Staff: John Acker, Assistant: Planner (arrived at 8:03 PM and left at 8:56 _PM); Bob Jean, City Administrator; David Lehr, Chief of Police; Bill Moriahan, Community Development Director; Jill Monley, Community Services Director (arrived at 6:40 PM - left at 7:57 PM); Tim Ramis, Legal Counsel; Lureen Wilson, City Recorder; and Randy Wooley, City Engineer, 2. STUDY SESSION: a. AGENDA UPDATE - City Administrator reported consent agenda item .13 would need to be tabled to a future meeting and that the Municipal Court Study Report should be tabled to 1/18/88. He further stated there was no need for Non-Agenda Items discussion or an Executive Session. He suggested that Council add a discussion regarding Summer Creek Crossing to the Study Session portion of the meeting. b. OREGONIAN EDITORIAL RESPONSE Councilor Eadon requested Council authorize her to respond to an editorial in the Oregonian as the i Council liaison .to the Library Board, Consensus of Council was to direct a response from Councilor- Eadon. C. RECORDS CLERK POSITION - Councilor- Schwartz questioned why a l position authorization request was being submitted for- a Records ' Clerk. City Administrator reported that this was a recommended position which fit in-the - Action Plan and had been discussed earlier. d. SUMMER CREEK CROSSING - City Engineer reported that Council. had requested additional information from their 12/14/87 meeting. He stated that two options were being considered for the improvement: 1) extend the existing culvert and realize that the road would occasionally flood; and 2) construct a bridge design to cross the 100-year flood area. He recommended option 02 noting the cost of the project (including a 15% contingency) would be $125,000. Motion by Councilor Eadon, seconded by Councilor, Schwartz, to direct the City Engineer to work on option #2 for $12.5,000. Approved by unanimous vote of Council present, k e. PROHIBITED PARKING/MAILBOX ORDINANCE DISCUSSION - Chief of Police stated he ,had received a complaint regarding the newly adopted {( ordinance from a citizen. The citizen requested all curbs be painted within lO feet of all mailboxes in the City or that signs be installed to advise citizens. Chief of Police stated that the painting option was not advisable since the parking ban was during certain hours of the day and that installing signs City-wide was cost prohibitive. t Page 1 COUNCIL MINUTES - DECEMBER 21, 1987 After further discussion, consensus of Council was to have the Chief submit a status report in 90 days noting the number of citations and complaints received on the new ordinance. f, COMMUNITY SURVEY DISCUSSION - Council and the City Administrator- reviewed the proposed survey and modified some questions. ; Council directed Administrator to send out to the citizens as soon as possible. g. ALARM PERMIT ORDINANCE DISCUSSION - Mayor . Brian questioned whether, the alarm permit fees were adequate to 'recover the cost of enforcing the ordinance. After'brief discussion, consensus of Council .was to modify the ordinance to show-the-following fees: 5th & 6th false alarms per calendar year $50.00 7th & 8th false alarms per calendar year $75.00 9th or more false alarms per, calendar year $150.00 (1 h. WESTWOOD SITE DISCUSSION Community Development Director synopsized the activity between staff and Westwood over the last few clays. He noted that the City's arborist was still reviewing the submitted remedial care plans for transplanted and existing trees onthesite. Since the newly submitted site plan did not indicate a location of pad A or C and dial not show the location of the 7 transplanted Douglas Fir 'trees in area #2, he recommended, Council reject the landscape plan and direct Westwood to submit a plan which complies with the conditions identified by Council at the 11/23 and 12/7 meetings, Consensus of Council was to uphold staff's recommendation in the meeting when Westwood Development staff was present. Council further advised ; staff that they; wished to have specific information regarding where buildings, pads and parking was not going to be located and where the 7 transplanted trees would be placed in Area #2. 3. CONSENT AGENDA 3.1 Approve Council Minutes: 10/19, 11/16, .11/23, & 12./7/87 3.2 Receive and File November Departmental Monthly Reports a. Community & Administrative Services b. Community Development c. Library d. Police 3.3 Receive and File Reports a. Finance Division Reports b. 1986-87 Audit Report & Management Letter Response 3.4 Approve Park Reservation Fee Revision - Resolution No. 87-155 3.5 Approve Final Acceptance - Shadow Hills II Subd. - Res. #87-156 3.6 Authorize Records Clerk Position & Transfer Approp. - Res.#87-157 3.7 Approve Request For Jurisdiction Transfer Of County. Roads Within NE Metzger Annexation Area - Resolution No. 97-158 3.8 Recess Council Meeting; Convene Local Contract Review Board Meeting; Approve Agreement For Engineering Services For- Ash Creek Bridge Widening;; Adjourn L.CRB Meeting; Reconvene Council Meeting. j 3.9 Approve`City-Wide Fees & Charges Amendments —Resolution #87-159 3,10 Approve OPEU' Letter Of Agreement Resolution No. 87-160 3.11' Approve Personnel Rules Update Resolution No. 87-161 3.12 Receive and File Sheriff Patrol'Contract Report 3.13 Approve Area Of Interest Resolution Resolution No. 87- Page 2 - COUNCIL MINUTES - DECEMBLR 21, 1987 econded by Councilor Schwartz, to a. Motion by Councilor Eadon, s approve Consent Agenda with ,item .13 being tabled to a future meeting. Approved by unanimous vete of Council present. RECESS: 7:57 PM COMMUNITY SERVICES DIRECTOR LEFT": 7:57 PM RECONVENE: 8:03 PM ASSISTANT PLANNER ACKER ARRIVED: 8:03 PM 4. CALL TO STAFF AND COUNCIL FOR NON-AGENDA ITEMS - None 5. VISITOR'S AGENDA None 6. LIQUOR LICENSE REVIEW STREAMLINING ORDINANCE a. Chief- of Police reported that in the interest of streamlining the Council's workload they had directed, on 8715/86, that he process' all applications;and renewals. The ordinance would do that and set forth an appeal process for any recommendations of denial as required by OLCC. r b. ORDINANCE NO. 87-72 AN ORDINANCE OF THE TIGARD CITY COUNCIL AMENDING CHAPTER 5.20 OF THE TIGARD MUNICIPAL CODE .RELATING TO APPLICATION PROCESS FOR LIQUOR LICENSES AND DECLARING AN EFFECTIVE DATE, c. Motion by Councilor Eadon, seconded by Councilor, Schwartz, to adopt Approved by unanimous vote of Council present. 7. ALARM ORDINANCE STREAMLINING a. Chief- of Police reported the need to streamline the process for false alarms and suggested an amendment to the proposed ordinance to modify the fees as follows in Section 11.08.123 (c): 5th & 6th false alarms per calendar year $50.00 7th & 8th false alarms per calendar year $75.00 9th or more false alarms per calendar year $150.00 b. ORDINANCE NO. 87-73 AN ORDINANCE OF THE TIGARD CITY COUNCIL AMENDING CHAPTER 11.08 OF THE TIGARD MUNICIPAL CODE RELATING 'TO BURGLARY AND ROBBERY ALARM SYSTEMS, SETTING AN EFFECTIVE DATE AND DECLARING AN EMERGENCY. C. Motion by Councilor Schwartz, seconded by Councilor Eadon, to adopt as amended. Approved by unanimous vote of Council present. Page 3 - COUNCIL MINUTES - DECEMBER 21, 1987 8. WESTWOOD SITE DISCUSSION a. Community -Development Director briefly synopsized the activity between staff- and Westwood over the last few days. He again noted the :City's arborist was still reviewing the submitted remedialcare plans for transplanted and existing trees on the site Since Westwood's newly submitted site plan did not indicate a location for pads A or C and did not show the location of the 7 transplanted Douglas Fir trees (area #2), he recommended Council reject the landscape plan and direct Westwood to submit a plan which complies with the conditions identified by Council at the 11/23 and 12/7 meetings.- He suggested Council automatically call up his Director's Decision on the plan for review at the 11111188 Council meeting to determine if staff and the applicant have adequately addressed the Council's concerns. vie,stated that no occupancy permits would be issued for the site until that date. b. Motion by Councilor Eadon, seconded by Councilor- Schwartz, to approve staff's recommendation. Approved by unanimous vote of Council present. C. Consensus of Council was to request Westwood Development staff present their_plan by 12/29 so that a decision could be rendered 12/31/87. 'This was to allow the 10—day appeal period on the Director's Decision to run—out prior to the Council's review on 1/37./88. City Administrator stated he would have material for- this issue delivered in the 1/4/88 ;packet to Council and if further information was needed that a" supplemental packet would be delivered no later- than 1/8/86, 9. COMMUNITY SURVEY DISCUSSION a. Mayor Brian noted that Council had already discussed this item and asked whether anyone in the audience wished to speak. Mayor, Brian directed staff to mail the survey as discussed in the Study Session. 10, STREETLIGHTING POLICY REPORT a. Community Development Director and Assistant: Planner Acker presented a report regarding the City's current streetlight system and what the costs were as well as issues that should be considered when discussing the overall system and policies. They noted the issues facing Council were: 1) the need for, a streetlight system; 2) luminaire type and pole type lights; 3) ownership of the system; 4) ongoing costs to the City; and 5) standards development f-or• new construction and existing neighborhood lighting needs, b. After lengthy discussion, City Administrator stated he Telt Council's direction was to uphold the existing policy which requires citizens pay for installation of streetlights in existing neighborhoods, Further options for converting lights or buyouts of PGE owned lights did not seem to be a feasible option at this time due the scarce dollars. Page 4 — COUNCIL MINUTES - DECEMBER 21, 1987 Pik r c. Further discussion indicated that the installation of new streetlights -should occur along arterial aril collector streets for traffic safety reasons. Consensus of- 'Council was to have staff bring back further information regarding: 1) streetlight standards for new subdivisions; and 2) a study regarding new streetlight installations along arterial and collector streets in the City. Councilor Eadon requested a 'list of locations for, different types of .lights for Council to view. Mayor Brian suggested another policy issue. to consider is whether general fund dollars should go to fund streetlight needs. r 11. LIQUOR LICENSE STREAMLINING a. City Recorder noted that staff was streamlining the Tigard Municipal_ Code by deleting references to fee amounts and adopting these by resolution. She noted that Council would need to approve the resolution which was submitted under agenda item #3 which would adopt the same fee which had been removed from the TMC with the earlier adoption of Oif)inance No. 87•-72. Y b. RESOLUTION NO. 87-162 A RESOLUTION OF THE TIGARD CITY COUNCIL. � SETTING FEES FOR LIQUOR LICENSE APPLICATION PROCESSING. a C. Motion by Councilor Schwartz, seconded by Councilor Eadon, to � approve, Approved by, unanimous vote of Council present:. 12. ADJOURNMENT: 8:56 PM Approved by the Tigard City Council on Januar _ 11, 1988. - l � / City Recorder- - City of Tigard ATTEST: Mayor — City of Tiq`9rd LW/2477D Page 5 7 COUNCIL MINUTES — DECEMBER 21, 1907 IMMUNE!I I LMR 7 PI EAS coo wQ °°; a w °' a dyin in oda L HC6a .y °' a � FS ocaoi ca {{yy w N tc* ` MND .VQ' W a^N 1 F - Q m °1 �Rl : :va3Utiaa �-n to c ®r, �z o, 0 � 03 a Z a VQ m m C m i CD y N U R T 'O m G1 O to On v ® 1 y� O~ m CD V Z Z H + m c .° > O Z, pO ❑ ❑ v r m w ® a ¢ Q ¢Cl) y v ° ° V o e ® YFO > > C J w Z ° M w a �, •m, �. m 1'I0 TL y ° Y V 6 rILL m y° o0-19 ++ CL CD ® F- n.— v d y a of�r N 3 0 c m d Q Z ry r c o a LL —y ° pmN �° 3 p y y LU i07 Q � CO CL � w z o p l y ` CL °° - L .y d LL ° CovJ m m ; v y c 0 ° G N Q ® ® u~1U _aA a1 N w m y i K CITY OF TIGARD, OREGON AFFIDAVIT OF POSTING In the Matter of the Proposed _!:�lLlhG Ij STATE OF OREGON ) County of Washington ) ss City of Tigard ) s being first duly sworn, on oath, depose and say: That I 'posted in the following public and conspicuous places, a copy of Ordinance Number(s) : 2- 7 ' which were adopted 7.1 atAE Council Meeting dated Z copy(s) of said ordinaZn e(s) bei g hereto attachedandby reference made a part hereof, on the 2day-of ��nti� ,, 1987. 1. Tigard Civic Center, 13125 S.W. Nall Blvd., Tigard, Oregon. 2. U.S. National Bank, Corner of Main and Scoffins, Tigard, Oregon 3. Safeway Store, Tigard Plaza, S.W. Hall Blvd., Tigard,` Oregon Subscribed' and sworn to before me this day of 2,c le ar 19— '' ; •�''� Notary Public for Oregon �r My Commission Expires: t CITY OF TIGARD, OREGON ORDINANCE NO. 87—'72 AN ORDINANCE OF THE TIGARD CITY COUNCIL AMENDING CHAPTER 5.20 OF THE TIGARD ' MUNICIPAL- CODE RELATING TO _APPLICATION PROCESS FOR LIQUOR LICENSES AND DECLARING AN EFFECTIVE DATE. WHEREAS, the Tigard City Council finds that the policy intent for Chapter 5.20 of the Tigard Municipal- Code was clear at the September 15, 1986 Council Meeting; and WHEREAS, the Tigard City Council wishes to further define their intent in regards to the process of liquor license reviews in the City of Tigard. THE CITY OF TIGARD ORDAINS AS FOLLOWS: Section 1: Chapter 5.20 of the Tigard Municipal Code, relating to Liquor License Applications Process, is hereby amended by setting a' new procedure for processing liquor license applications and setting forth an appeal process for decisions by adopting the amended as set -forth in the attached Exhibit "A" and by reference made a "part hereof. Underlined language (_)is to , be added and bracketed language ( [ ] ) is to be deleted. Section 2: This ordinance shallbecome effective on or after the 31st day - after its passage by the Council, approval by the Mayor and posting by the City Recorder. PASSED: Byvote of all Council members present after being read by number and title only, this day, of N,b o,_ 1987 11/ J LfR. Wi son, City Recorder - APPROVED: This S-t- day of -Decer„��► , 1987. Thomas M. Brian, Mayor Approved as to for 6tAttoney � Date lw/2013D ORDINANCE NO 87- EXHIBIT "A" TMC CHAPTER 5.20 LIQUOR LICENSE APPLICATION PROCESS Chapter 5.20 [APPLICATION FOR] LIQUOR LICENSE APPLICATION PROCESS Sections: 5.20.010 Review of applications 5.20;020 Temporary liquor license time limitation 5.20.030 Application fees 5.20.040 Appeal process "5.20.010 Review of- 'applications. Review of--all new liquor - license applications and annual renewal applications shall be made by the Tigard [City Courcil] Chief of Police. Applications for all reviews, shall be made thirty days prior to initial use or expiration date of licenses. "5.20.020 Temporary liquor license - .time limitation. Application for all temporary liquor licenses shall be made to the [City Administrator] Chief of Police. All temporary liquor licenses 'shall be in effect for not more than one twenty-four- hour period`. "5.20.030Application ;fees. All liquor license applications [for such annual reviews, initial reviews, or temporary reviews shall be charged twenty-five dollars for each application] shall be filed with the City Recorder and accompanied by the appropriate fee Filing fees are set by resolution of the Tigard City Council. "5.20.040 Appeal process. In the event the Chief of Police issues a recommendation of denial to the Oregon Liquor Control Commission (OLCC), he shall first notify the applicant in writing of his intent to issue a recommendation of denial within 3 working days of receipt of the application. The notification shall include the reason(s) for the intent to recommend denial and a date and timewithin the next 5 working days to hear the applicant's appeal, if any. The applicant shall have the richt to be heard and to present witnesses and evidence purporting to refute the reasons given by the .Chief of Police fur a recommendation of denial. The hear inco-, hal1be administrative in nature and held before the Chief of Police. Rules of evidence shall not apply. Upon completion of the hearing, the Chief of Police _hall make a finding end shall mail the final recommendation to the 01M. and Vic applicant within 3 working days'of the hearing date." { lw/2013p gin CITY OF TIGARD, OREGON ORDINANCE NO. 11.08 87— THETIG RD AN ORDINANCE OF THE INA D CITY COUNCIL AND .A AMENDING CHAPTER ARM t SYSTEMS, F SETT NG AAN MUNICIPAL CODE RELATG EFFECTIVE DATEAND DECLARING AN EMERGENCY. WHEREAS, the Tigard CDI;y Council wishes to encourage the use of burglary and robbery alarms by citizens and businesses in the City; and WHEREASthe Tigard Municipal Code currently` provides for false alarm permit , revocations which would discourage use of alarm systems. THE CITY OF TIGARD ORDAINS AS FOLLOWS: SECTION I.: Chapter 11.08 of the Tigard Municipal Code, relating to Burglary ' ueiet-Ing the �. and Robbery Alarm Systems, is hereby amended by y following Sections in their entirety: 11.08.040, Revoked user's permit; 11.08.070, Required alarms—False alarm fees; and 11.08.120, False alarms---Permit revocation. Said sections reference false alarm permit revocation process. SECTION 2: Subsection 11.08.020 (h) shall be amended to read as follows to eliminate duplicate language in the code: (Underlined language is to be added & [bracketed] language is to be deleted.) "11.08.020, (h) "False alarm" means an alarm signal eliciting a response by police when a situation requiring a response by the police [when a situation requiring a response by the police] does ; { in fact exist. It does not include an alarm ,signal caused by violent conditions or nature or other extraordinary curcumstances. not reasonably subject to control by the alarm business operator or alarm user." SECTION 3: New sections shall be added setting out alarm response procedures and excessive false alarm fees as forth in the attached Exhibit "A" and by reference made a part hereof. Section 4: Inasmuch as it is necessary for the peace, health and safety of the people of the City of Tigard that this amendment be made with the least possible delay so that use of burglary & robbery alarm systems are encouraged an emei,gency is hereby declared to exist and this ordinance shall become effective January 1, 1988. PASSED: Byl na,n; moct-s vote of all Council members present ST after being read by number and title only, this y of pe, 1987, . „ oreen R. Wilson, City Recorder APPROVED: This 21st day of December, 1987. [ --� 7/,,/t4 Aper ved as to form ' Thomas M. Brian, Mayor Z,. o Cit Atto�� Dai.e lw/2154D ORDINANCE NO. 87— EXHIBIT "A" SEC. 11.08.121 RESPONSE TO ALARMS (a) Whenever an alarm is activated in the City thereby requiring an emergency response to the location by the police department and the department does respond, the police personnel on the scene of the activated alarm system shall inspect the area protected by the system and shall determine whether the emergency response was in fact required as indicated by the alarm system or whether the alarm signal was a false alarm. (b) .If the police department personnel at the scene of the activated alarm system determine the alarm to be false, :said _personnel shall make a report of the false alarm, (c) The Chief of Police or his designee shall have the right to inspect any alarm system on the premises to which response has been made, and he may cause an 'inspection of such system to be made at - any -reasonable time thereafter. SEC. 11.08.123 'EXCESSIVE FALSE ALARMS AND FEE ASSESSMENT (a) If any alarm system produces four false alarms in any calendar year, the Chief of Police shall provide,,by certified mail written notice of the fact asking the alarm'user to take corrective action in regard to false alarms and -informing the alarm user of, ,the false alarm ,fee schedule provided herein. (b) Alarm users 'installing a new system or making substantial modifications to an existing system shall be entitled to a ;grace period during which alarms generated by such system shall be deemed non-false alarms. The "grace period shall cease' thirty days after installation of or modifica— tion to an alarm system.' (c) Upon any alarm system producing the fifth and sixth false alarm in a calendar year, a fee of fifty dollars per false alarm shall be charged to the alarm user. The following fee schedule shall be used for each additional alarm: - (1) Seventh and eighth false alarms in a calendar year, a fee of seventy—five dollars per false alarm shall be assessed. (2) Nine or more false alarms in a calendar year, a fee of one hundred fifty dollars per false alarm shall be assessed. All fees assessed must be paid to the City Finance Division or a written appeal must be submitted to the Chief of Police within three working days of fee assessment. ORDINANCE NO, 87-7-3 Y SEC. 11.08.125 APPEAL OF FALSE ALARM (a) Any alarm user who has been notified of a false alarm or assessed a false alarm fee may appeal to the Chief of Police by giving written notice and posting a bond equal to the amount of the fee, if applicable, within three working days of the >invoice assessing such fee. Upon receiptof the appeal notice and bond, if applicable, a time certain shall be -set for a hearing. (b) The appellant shall be given reasonable notice of such hearing, failure of the appellant to appear at such hearing shall, if applicable, result in forfeiture of the appeal',bond, ,and application of said bond toward the false alarm fee assessed by, the City. (c) The Chief of Police or his designee shall serve as hearings officer.' The burden of proof shall be upon the, appellant to show by a preponderance of the evidence that the alarm signal in question was not a false alarm as defined in Section 11-08.020(h) of this Chapter. (d) After receipt of all relevantevidence, the hearings officer shall, within three working days, render;a -decision. If" the hearings officer determines that the appellant has met the burden of proof, then the hearings ,officer shall order the appeal bond released to the appellant and rescind the false alarm determination. If ,the hearings officer determines that the appellant has not met the burden of proof, then the hearings officer shall order the appeal bond be forfeited and applied toward the alarm fee as assessed by the City and enter such alarm as a false alarm. (e) All decisions made pursuant:to this Section are final. OR�IINANCE NO., 87 COUNCIL MEETING SYNOPSIS — DECEMBER 21, 1987 ! I' o STUDY SESSION 6:35 PM I Ea'�n received okay -to respond to Oregonian Editorial re: Library Following items were discussed: Summer Creek Crossing; mailbox prohibited parking ordinance; Westwood trees; l o , CONSENT AGENDA: These items are considered Lo be routin•, and may be enacted in one motion without separate discussion. Anyone may request that an item be removed by motion for discussion and separate action. Motion to: 8.1 Approve Council Minutes: 10/19, 11/16 & 23, 1.2/7/1987 8.2 Receive and File November Departmental Monthly Reports: a. Community & Administrative Services b. Community Development c. Library ! d. Police 8.3 Receive and Fide Reports a. Finance Division Report b. 1.986-87 Audit Report & Management: Letter Response 8.4 Approve Park Reservation Fee Revision— Resolution No. 87-155 8.5 Approve Final Acceptance - Shadow Hills II Subd - Res. No 87-456 8.6 Authorize Records Clerk (OAI) position And Transfer- Appropriations Resolution No 87-157 Jurisdiction Transfer Of County Roads Within 8.7 Approve Request For 'The NE Metzger Annexation Area - Resolution No 87-158 i 8.8 Recess Council Meeting; Convene Local Contract Review Board Meeting; Award Bid For Bridge Widening; Adjourn LCRB Meeting; i Reconvene Council. Meeting; 8.9 Approve City--Wide Fees & Charges Amendment — Resolution No. 87-159 8.10 Approve OPEU Letter Of Agreement: -- Resolution No. 87--160 8.11 Approve Personnel Rules Update •- Resolution No. 87•-461 8.12 Receive and File Sheriff Patrol Contract: Report 8.13 Approve Area of Interest Resolution-- Resolution No. 87— o Motion to approve with 8.13 pulled to future meeting — Ea/Sch-UA o BUSINESS & STUDY MEETING: 1.1 Call To Order and Roll Call -- No Ed or Jo 1.3 Call To staff- and Council For Non—Agenda Items — None o' VISITOR'5 AGENDA None o LIQUOR LICENSE REVIEW STREAMLINING - ORDINANCE NO. 87-72 Ea/Sch UA — RESOLUTION NO. 87•--162 — Sch/Ea UA o ALARM ORDINANCE STREAMLINING — ORDINANCE NO. 87-73 — Sch/Ea UA s 'TCOUMI:L AGENDA - DECEMBER 2.1, 1987 - PAGE 1 i 0 WESTWOOD SITE DISCUSSION Ea/Sch Reject landscape plan, delegate decision back to Director. Director to work with applicant to include all conditions spe1101 out I at the previous Council. meetings on this issue. ' Use City's Arborist's } recommendations for approval of remedialcare programs for new and (� existing trees and minimum distance required for, construction from base I of trees. Council to automatically call up Director's Decision on 1/11/88 for review to determine if staff and applicant have adequately addressed Council concerns. Prior to 1/11/88 no occupancy permits may be issued on the site. - UA Furt:her• consensus of Council was to have Westwood submit new plan in to Director by 12/2.9, he will formalize new decision on 12/31. Information will; be placed in 1/4 packet delivery with any information ' being received by, Council in a 1/8/88 supplemental packet, 0 -COMMUNITY SURVEY DISCUSSION Consensus of Council to send with minor modifications r o STREETLIGHTING POLICY REPORT Consensus of Council was to no consider converting or buy out: of lights at this time due to scarce monies. ' They requested further information { on: l 1) Development standards for new subdivisions 2) Cost of new lights installed on arterials & collectors -- & starting with traffic safety areas (intersections) Other policy issue is whether Council should spend general fund $ for street lights. o NON-AGENDA ITEMS None o EXECUTIVE SESSION: The Tigard City Council will go into Executive Session under the provisions of ORS 192.660- (1)- (d), (o) & (h) to i discuss labor relations, real property transactions, and current and pending litigation issues. —Cancelled 0 ADJOURNMENT: 8:56 PM ; F lw/2226D (( t{ E f I 6 CITY OF TIGARD, OREGON COUNCIL-AGENDA'ITEM SUMMARY AGENDA OF: December- 21; 1987 DATE SUBMITTED: December 18, 1987 ISSUE/AGENDA^TITLE: PREVIOUS ACTION: 135th Avenue/Summer Creek Crossing R. Wooley Discussion PREPARED E3Y: Randall -- DEPT HEAD OK LJ \.CITY ADMIN OK REQUESTED BY: POLICY ISSUE Decision on the type .of crossing for 135th Avenue at Summer Creek, INFORMATION SUMMARY On December- 14th the consultant presented options for the crossing. Additional information r•ecluested by the Council is contained in the attached letter. From the discussion on the 14th, only two options are being considerer) One option is to extend the existing culvert, realizing that the road will occasionally flood. The second option is to construct a bridge designed to cross a 100-year flood. _.. ---.-. _.._-.._ ALTERNATIVES CONSIDERED 1. Direct; that the existing road elevation and Culvert be retained, recognizing that 135th Avenue will be flooded in a major storm. 2. Direct that a bridge crossing be designed to carry 135th Avenue over, a 100—year design flood. FISCAL IMPACT 'The bridge would cost an estimated $109,000 more than extension of the existing culvert. Der previous Council discussion, the additional cost would be borne by the City Streets CIP fund. For budgeting purposes, it would be advisable to include a 15% contingency, i.e. , to budget $125,000. —~� SUGGESTED ACTION City Engineer recommends the bridge option. br 238OD 4805 S.W.Griffith Drive,Suite 100,Beaverton,OR 97005 Robert —ye�t Consultants,I�9 c (503)643-7531 December 18, 1987 R Mr. Randy Wooley City Engineer City of Tigard P.O. Box 23397 Tigard, Oregon 97223 Re: 135th Avenue L.I.D. Summer Creek Crossing Dear Randy, This letter is in response to several questions raised at the December 14, 1987, City Council meeting regarding the bridge alternative for the Summer Creek crossing. 1. The construction cost estimate for the bridge alternative presented on December 14, 1987, was based upon freeboard of 2 feet (freeboard is clearance_between the 100 year flood plain and the bottom chord of the;bridge). Additional freeboard should be considered to account for future increase in the 100 year_flood'plain elevation due to development of tributary areas. We estimate that there will be no increase in overall project costs to raise the bridge one additional foot to provide 3 feet of freeboard. The increases in structural costs and approach fill costs are offset by a reduction in excavation costs to the north and south of the bridge. 2. The proposed bridge alternative will replace the existing road fill and culvert. The new bridge operting will be less restrictive and may result in reduced flood plain storage upstream. Reduced upstream storage will have a tendency to increase downstream flows, and will cause the downstream peak flow to occur sooner. The Summer Creek peak flow at its confluence with Fanno Creek occurs approximately 0.4 hours before the peak flow on Fanno Creek develops (per Master Drainage Plan, City of Tigard, July, 1981). If the Summer Creek peak occurs sooner, it will tend to mitigate the impact of increased flows on Summer Creek due to reduction of upstream storage. This evaluation is based upon hydrologic and hydraulic principles of stream flow modelling and has not been quantified by detailed analysis. Engineering•Planning•Surveying• Landscape Architecture Mr. Randy Wooley City of Tigard December 18, 1987 Page Two 3. Construction ofthebridge alternative will require a detour. Construction of the bridge one half at a time to avoid a detour does not seem practical. The road elevation at the crossing must be raised 6 or 7 feet, and the construction of fill slopes would obstruct an existing half street. Please call if you have any questions regarding the above. Sincerely, ROBERT E. MEYER CONSULTANTS, INC. Daivd H.Sandstrom, P.E. Civil Engineering Department Head DHS:jps F MEMORANDUM CITY OF 'TIGARD, OREGON TO: Honorable Mayor- and City Council November, 16, 1987 ' FROM: Jill Monley and the Court Study Committe C) ' SUBJECT: Major Court Study € Included in this'packet are; 1. A summary page comparing expenditures, revenues, caseloads and service ramifications of all the options discussed in our 10-19-87 work study session in addition to the modifications to those options as you requested, In re-doing these figures, a few changes were made: (a) judges remuneration is shown as a contractual expense rather than a salary expense; (b) recognizing that our court appointed attorney tees are low, we've increased those to reflect the current market; and i (c) because the court costs have increased (mostly court appointed !` attorneys mentioned in (b) above) we've increased the court cost amount charged back to defendants (from $5 to $10 per case on traffic and violations and from $5 to $20 on misdemeanors). This change is in keeping with Ordinance No. 82-72 addressing fees and charges which states that Tigard has a policy of recouping costs; 2. The summary page also shows a service delivery matrix identifying our service publics and recognizing the level of service those public's receive in the different options; 3. Implementation timelines on what appear to us to be the two most feasible t options: 2+ and 4+; 4. Revised options 1 through 5 (based on the changes included in 1 (a.), (b) and (c) above), expanded option >2+ and 4+ to accommodate evening court, € and a new option 6 which is option 2 with major traffic added. A question was regarding raised re ardin the indirect cost rate of 20%. In answer, that amount is intended only to recognize the indirect expenses of room space, spent, related machine use, utilities, other staff support, managerial time 'phones, etc. which are required and supplied by the City outside of the direct expenses represented in the budgets of the- different options presented here. We are making no attempt at this time to recoup those indirect costs only to recognize them as the different options are considered. This rate could be L7% or 22%. We have not scientifically determined it to be 20%, howeverwe oelieve 20% to be a reasonable figure for demonstration purposes. Another question raised was regarding the meaning of judicial philosophy. A Court's judicial philosophy reflects how it believes the community interest is best served. Implementing this philosophy will be influenced by the extent to which the Judge is acquainted with local problems. 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H J > CL O a a U- + G � D E ~ ~ ¢ a U .a Z � � ui� W + H Q O N c 4X H _ d d Z U U Cl O 1W/1259D Revised 11/16/87 Page 5 OPTION 1 N0 MUNICIPAL COURT (Nu cases in Municipal Court) PROPOSED CURRENT BASELINE EXPENDITURES: STAFF * (-0— FTE) —0— 2.5 FTE $ 52,200 (-0— Judges) —0 11 + PT 23,500 (Parking payments through Finance) —0— 18,000 CITY ATTORNEY OTHER DIRECT EXPENDITURES —0- 17,650 POLICE OVERTIME 25,000 18,000 TOTAL EXPENDITURES $_244Q $129 350 REVENUES: MISDEMEANORS $ —0- $ 9,450 500 7,500 MAJOR TRAFFIC 7, 1 +8,600 MINOR TRAFFIC 43,200 PARKING 4,550 4,550 TOTAL REVENUE -Q 70 00 NET: $ 30,250 ' $ 40,950xx NET DIFFERENCE: ` ($10,700) x — including benefits — for all courts- - less Washington County charge backs?? ############################################################################### CASELOAD: MISDEMEANOR District Court ' ,650 MAJOR TRAFFIC District Court y 100 MINOR TRAFFIC Justice Court 4,800 PARKING Decriminalized 400 CIVIC CENTER ROOM NEEDS PER MONTH: —0— _ ###############################################################1i#II############# lw/1259D Revised 11/16/87 PAGE 6 OPTION 1 CONSIDERATIONS 1. FTE Less FTE on Tigard Payroll 2. CITY ATTORNEY Less Muni Court charges 3. POLICE OVERTIME ' of Cit Hall/inability to coordinate scheduling Increases — proximity y 4. COLLECTIONS CONTROL Completely lost. Fine Reduction in revenues Collection uefforts le rless intense Receive 50%—traffic fines & 0%misd. fines 5. COUNTY SERVICE CHARGE BACKS tion of charging cities for Community The County is discussing_ the op Correction services and jaThese achargese in cunay beton such servon with ices misdemeanant cesas' and major traffic, cases, pre-sentenance investigations, formal probation, jail services, etc- The charges may be assessed on: unicipal Courts; or 1, only those cases sent by ited in a ' local jurisdiction, whether sentenced 2, any case c through Municipal, Justice or District Court. These charges would have a major impact on the City. With this o control over the use of the services. option the City would have n 6. SERVICE TO CITIZENS Inconvenient, greater distance to travel, less understanding of local issues/situations 7. IMAGE .Confused commitment to annexed areas/service to citizens $. CIVIC CENTER SPACE IMPACTS use) and relieves parking impact Free up space (offices & meeting room 9• ADJUDICATIONS Fewer. DA may dismiss prior to charge filed in Court 10. JUDICIAL PHILOSOPHY Less ccntrol over implementing 11. OTHER PD vehicle costs up handle cases} Less disposition consistency (various attorneys & judges r , PAGE 7 lw/1259D Revised 11/16/87 OPTION 2 REDUCED SERVICE (Minor traffic & parking cases) PROPOSED CURRENT BASELINE EXPENDITURES: STAFF (1.5 FTE) $ 35,150 .x 2.5 FTE $ 52,200 `x 1J + PT 23,500 .x l CITY ATTORNEY 9,000 18,000 OTHER DIRECT EXPENDITURES 14,355 xx - 17,650 POLICE OVERTIME 20,000 18,000 xxx TOTAL EXPENDITURES 7 '' $.129—M REVENUES: MISDEMEANORS $ —0- $ 9,450 MAJOR TRAFFIC 7,500 7,500 MINOR TRAFFIC 370,880 148,800 PARKING4,550 4,550 TOTAL REVENUE $182.930 atx 'x $170,300 #xxx NET: $104,425_x.M..x.x..x $ 40,950 xxxxx NET DIFFERENCE: $b3,475 - including benefits — Judge's pay in contractual services & court appointed attorney fees up *x* — for all courts indigent defense cost recovery increased — less Washington County charge backs?? CASELOAD: MISDEMEANOR District Court 1,650 MAJOR TRAFFIC District Court 100 MINOR TRAFFIC Municipal Court 4,800 PARKING Municipal Court 400 CIVIC CENTER ROOM NEEDS PER MONTH: 32 Town Hall & Town Hall Conference Room - 16 hours each (see room use schedule - page 24) #################################################l.$############################# lw/1259D Revised 11/16/87 PAGE 8 OPTION 2 CONSIDERATIONS 1. FTE Reduced FTE (By 1.0) would leave: .5 Records/Court Manager 1.0 OA II -2. CITY ATTORNEY Reduced City Attorney (50%),, 3. POLICE OVERTIME Slightincrease (11%) 4. COLLECTIONS CONTROL Retain control over minor traffic & parking collections Reduction in revenues: Collections efforts less intense Receive 50%-traffic fines &-0% misd. fines 5. COUNTY SERVICE CHARGE BACKS The County is discussing the option of charging cities for Community Correction services and jail usage in conjunction with misdemeanant and major traffic cases. These charges may be on such services as: pre-sentenance investigations, formal probation, jail services, etc. The_charges may be assessed on: I. only those cases sent by Municipal Courts; or 2. any case cited in a local jurisdiction, whether sentenced through Municipal, Justice or District Court. These charges would have a major- impact on the City. With this option the City would have no control over the use of the services. 6. SERVICE TO CITIZENS Maintaining' local service on minor traffic/parking only. Misd/Maj. Traffic — inconvenient — greater distance to County 7. IMAGE Confused commitment to annexed areas/service to citizens 8. CIVIC CENTER SPACE IMPACTS Reduced meeting room use with minimum reduction in parking 9. ADJUDICATIONS Fewer. DA may dismiss prior to charge filed in Court 10. JUDICIAL PHILOSOPHY Less control over implementing 11. OTHER PD vehicle costs up Less disposition consistency (various attorneys & judges handle cases) Have existing system to manage caseload Cleaner for police officer•3 than Option 3 re: jurisdiction of case lw/1259D Revised 11/16/87 PAGE 9 OPTION 2 + REDUCEDSERVICE WITH NIGHT COURT (Minor traffic & parking cases) PROPOSED CURRENT`BASEL INE EXPENDITURES_ STAFF (2 FTE) $ 44,205 X 2.5 FTE $ 52,200 1J + PT 23,500 CITY ATTORNEY 9,000 18,000 OTHER DIRECT EXPENDITURES 14,355 . .x. 17,650 POLICE OVERTIME 20,0 X 18,0 xaE-x- r TOTAL EXPENDITURES REVENUES: $ —0— $ 9,450 MISDEMEANORS 7,500 7,500 MAJOR TRAFFIC 170,880 146,800 MINOR TRAFFIC 4,550 4,550 PARKING TOTAL REVENUE $ 95,370 xxxxx $ 40,950 xxxx�E NET: NET DIFFERENCE: $54,420 a� including benefits — Judge's pay in contractual services & court: appointed attorney fees up xxa� — for all courts x�tx — indigent defense cost recovery increased xx — less Washington County charge backs?? CASELOAD: MISDEMEANOR District Court 1,650 MAJOR TRAFFIC District Court 100 MINOR TRAFFIC Municipal Court 4,800 PARKING Municipal Court 400 CIVIC CENTER ROOM NEEDS PER MONTH: 32 Town Hall & Town Hall Conference Room — 16 hours each (see room use schedule --page 24) ############################################################################### l.w/1259D Revised 11/16/87 PAGE 10 OPTION 2 CONSIDERATIONS AF- Reduced FTE (By .5) — would leave: .5 Records/Court Manager 1.0 OA II .5 OA I 2, CITY ATTORNEY Reduced City Attorney (50%). 3. POLICE OVERTIME Slight increase (11%) 4. COLLECTIONS CONTROL Retain control over minor traffic & parking collections f Reduction in revenues Collections efforts less intense Receive 50%—traffic fines & 0% misd. fines 5, COUNTY SERVICE CHARGE BACKS The County is discussing the option of charging cities for Community Correction_ services and jail usage in conjunction with misdemeanant , and major traffic cases. These charges may be on such services as: pre-sentenance-investigations, formal probation, jail services, etc. The charges may be assessed on: 1. only those cases sent by Municipal Courts; or 2. any case cited in a local jurisdiction, whether sentenced _ through Municipal, Justice or District Court. Thesecharges would have a major impact on the City, with this option the City would have no control over the use of the services. 6, SERVICE TO CITIZENS Increasing local service on minor traffic/parking with night court. Misd/Maj, Traffic - inconvenient - greater distance to County 7. IMAGE Confused commitment to annexed areas/service to citizens 8. CIVIC CENTER SPACE IMPACTS Reduced meeting room use with minimum reduction in parking 9. ADJUDICATIONS ' Fewer. DA may dismiss prior to charge filed in Court 10. JUDICIAL PHILOSOPHY Less control over implementing 11. OTHER PD vehicle costs up Less disposition consistency (various attorneys & judges handle cases) Have existing system to manage caseload Cleaner for police officers than Option 3 re: jurisdiction of case lw/3254" Revised 11/16/87 PAGE 11 OPTION 3 EXISTING (Limited Misdemeanors—other than Washington Square, minortraffic & parking cases)_ PROPOSED CURRENT BASELIMlE EXPENDITURES: STAFF (2.5 FTE) $ 52,200 2.5 FTE $ 52,200 1J + PT 23,500 18,000 18,000 CITY ATTORNEY OTHER DIRECT EXPENDITURES 41,150 X"X 17,650 POLICE AVERTIME 18,000 *"X-X 19,000 TOTAL EXPENDITURES REVENUES: $ 10,580 $ 9,450 MISDEMEANORS 7,500 7,500 MAJOR TRAFFIC 170,880 148,800 MINOR TRAFFIC 4,550 4,550 PARKING 1170,30 'xXXX TOTAL REVENUE $ 64,160 kxXXx $ 40,950 xxxX NET: a + NET DIFFERENCE: �6 23,210 a� — including benefits XX — Judge's pay in contractual services & court appointed ati�rney fees up — for all courts xxX�t indigent defense cost recovery increased X**** — less Washington County charge backs?? CASELOAD: MISDEMEANOR District Court 1,100 MAJOR TRAFFIC 150 MISDEMEANOR Municipal Court MINOR TRAFFIC Municipal Court 4,800 PARKING Municipal Court 400 CIVIC CENTER ROOM NEEDS PER MONTH: 107 Town Hall & Town Hall Conference Room - 49 hours each Meeting Room 9 hours (see room use schedule page 24) ######################################################################PAGE ##12# lw/1259D Revised. 11/16/87 :f own OPTION 3 CONSIDERATIONS 1. FTE Status Quo — .5 Records/Court Manager, 1.0 OA II 1.0 OA I 2. CITY ATTORNEY Status Quo 3. POLICE OVERTIME Status Quo 4. COLLECTIONS CONTROL Retain control over minor traffic, parking & limited misd. caseload Reduction in revenues: Collections efforts less intense Receive 50%—traffic fines& 0%'misd. fines 5. COUNTY SERVICE CHARGE BACKS The County is discussing the option of charging cities for Community Correction services and jail usage" in conjunction with misdemeanant and major traffic cases. These charges may be on such services as: pre-sentenance investigations, formal probation, jail services, etc. The charges may be assessed on: 1. only those cases sent by Municipal Courts; or 2. any case cited in - a local ;jurisdiction, whether sentenced through Municipal, Justice or District Court. These charges would have'a major impact on the City. Option 3 allows limited control. 6. SERVICE TO CITIZENS Status Quo. Washington Square misdemeanor caseload at District Court 7. IMAGE Confused commitment to Washington Square 8. CIVIC CENTER SPACE IMPACTS Status Quo — parking and meeting room shortages 9. ADJUDICATIONS Status Quo. DA may dismiss prior to charge filed in Court 10. JUDICIAL PHILOSOPHY Less control over implementing 11. OTHER PD vehicle costs $3500 existing Less disposition consistency (various attorneys & judges handle case) Have existing system to manage caseload Confusing to Police Officers re: jurisdiction of case lw/125.9D Revised 11/16/87 PAGE 13 tpp i' OPTION 4' ENHANCED EXISTING (All misdemeanors-including Washington Square, minor traffic & parking cases) PROPOSED CURRENT BASELINE EXPENDITURES.: EXPE STAFF -(4 FTE) $ 86,900 ' 2;5 FTE $ 52,200' 1J + PT 23,500 'x 30,000 18,000 CITY ATTORNEY OTHER DIRECT EXPENDITURES 86,000 17,650 POLICE OVERTIME 16,000 x-xx: 18,0(0. x-x-* TOTAL EXPENDITURES 1218,909 $129,35a REVENUES: $118,510 $ 9,450 MISDEMEANORS 7,500 7,500 MAJOR TRAFFIC 170,880 148,800 MINOR TRAFFIC 4 550 - 4,550 PARKING 01 .4 WL TOTAL REVENUE 24 xxx�t —Q xxatx NET: $ 82,540 xxxa� $ 40,950 xxxxx $41,590 000010 NET DIFFERENCE: >E — including benefits aixJudge's pay in contractual services & court appointed attorney fees up atxat — for all courts` xatx indigent defense cost recovery increased atxxxx — Tess Washington County charge backs?? CASELOAD: Municipal Court 1,650 MISDEMEANOR 100 MAJOR TRAFFIC District Court q,800 MINOR TRAFFIC Municipal Court 400 PARKING Municipal Court CIVIC CENTER ROOM NEEDS PER MONTH: 173 Town Hall &Town Hall Conference Room - 82 hours each — 9 hours Meeting Foom a e 24) (see roon use schedule p g aw/1259D Revised 11/16/87- PAGE. 14 OPTION 4 CONSIDERATIONS 1 FTE f Increased by 1.5 to include: .5 Records/Court Manager 1.0 OA III 1.0 OA II i 1.5 OA I 2 CITY 'ATTORNEY Increased by 40% 3 POLI(;E OVERTIME Slight decrease 4. COLLECTIONS CONTROL Retain control over minor traffic, parking & all misdemeanantcaseload No control over major traffic 5. COUNTY SERVICE CHARGE BACKS The County is discussing the option of charging cities for Community Correction services and jail usage in conjunction with misdemeanant and major traffic cases These charges may be on such services as: pre—sentenance investigations, formal probation, jail services, etc. The charges may be assessed on: 1. only those cases sent by Municipal Courts; or 2. any case cited in a local jurisdiction, whether - sentenced through Municipal, Justice or District Court. These charges would have a major_ impact on the City. Option 4 & 5 gives the City the most control over the use of services. With Municipal Court handling all of ,the misdemeanant caseload, the Judge can use his 'discretion in ordering community corrections services.' 6. SERVICE TO CITIZENS Increased commitment to citizens. Washington Square misdemeanor caseload heard locally 7. IMAGE Consistent with annexation promises 8. CIVIC CENTER SPACE IMPACTS Increased demands. TH & THCR — 82 hrs/mo. each Jury Room — 9 hrs/mo. Some additional parking & office space needed 9. ADJUDICATIONS Increased control. All cases have charge filed in Court 10, JUDICIAL PHILOSOPHY More control over, implementing pp 11. OTHER i PD vehicle costs reduced More disposition consistency (1 attorney firm handles case) Need to enhance existing system to manage caseload Clear jurisdiction of cases to Police Officers Indigent defense and Interpreter's costs up lw/1259D Revised 11/16/87 PAGE 15 I ` 4 OPTION 4 + ENHANCED EXISTING WITH NIGHT COURT i. (All misdemeanors-including Washington Square, minor traffic & parking cases) • PROS� CURRENT BASELINE s EXPENDITURES: $ 94,430 * 2.5 FTE $ 52,200 STAFF (4.5 FTE) 1J + PT 23,500 30,000 18,000 CITY ATTORNEY 86,000 ��'�' 17',650 tt OTHER DIRECT EXPENDITURES E POLICE OVERTIME 18,000 x-xx 16,000 x-fix• _._--- TOTAL EXPENDITURES $ 1 REVENUES, $118,510 $ 9,450 MISDEMEANORS 7,500 7,500 MAJOR TRAFFIC 170,880 148,800 TRAFFIC 4.550 TRA ____--- MINOR 4,550 PARKING �txxx TOTAL REVENUE NET:. $ 75,010 xxx�t�F $ 40,950 xxxx $34,060 NET DIFFERENCE: — including benefits appointed attorney fees up Judge's pay in contractual services & court Xaa — for all courts jHtx�E — indigent defense cost recovery increased xx — less Washington County charge backs?? CASELOAD: ,650 MISDEMEANOR Municipal Court 1100 MAJOR TRAFFIC District Court 4,800 MINOR TRAFFIC Municipal Court 400 PARKING Municipal Court CIVIC CENTER ROOM NEEDS PER MONTH: 173 hours Town Hall& Town Hall Conference Room - 89 hours each Meeting Room 24) (see room use schedule — page PAGE 16 lw/1259D Revised 11/16/87 OPTION 4 + CONSIDERATIONS 1. FTE Increased by 2 - to include: .5 Records/Court Manager 1.0 OA III 1.0 OA II 2.0 OA I 2. CITY ATTORNEY Increased by 40% 3. POLICE OVERTIME Slight decrease 4. COLLECTIONS CONTROL Retain control over minor traffic, parking & all misdemeanant caseload No control over major traffic 5. COUNTY SERVICE CHARGE BACKS The County is discussing the option of charging cities for Community Correction,services and jail usage in conjunction' with misdemeanant and major traffic cases. These charges' may be on such services as: pre-sentenance investigations, formal probation, jail services, etc. The charges may be assessed on: 1. only those cases sent by Municipal Courts; or 2. any ,case cited in a. local jurisdiction, whether sentenced through Municipal, Justice or District Court. These charges would have a major impact on the City. Option 4 & 5 gives the City ' the most control' over the use of services. With Municipal Court handling all of the misdemeanant caseload, the Judge can use his discretion in ordering community corrections services. 6. SERVICE TO CITIZENS Increased' commitment to citizens. Washington Square misdemeanor caseload heard locally and night court added. 7. IMAGE Consistent with annexation promises 8. CIVIC CENTER SPACE IMPACTS Increased demands. TH & THCk — 82 hrs/mo. each Jury Room 9 hrs/mo. Some additional parking & office space needed i 9. ADJUDICATIONS Increased control. All cases have charge filad in Court i f JU JUDICIAL PHILOSOPHY More control over implementing i 11. OTHER i PD vehicle costs reduced More disposition consistency (1 attorney firm handles case) Need to enhance existing system to manage caseload `. Clear jurisdiction of cases to Police Officers Indigent defense and Interpreter's costs up lw/1259D Revised .11/16/87 PAGE 17 OPTION 5 FULL SERVICE (All misdemeanors-including Washington Square, major & minor traffic, &_parking cases) PROPOSED CURRENT BASELINE EXPENDITURES: STAFF (5 FTE) $112,550 X 2.5 FTE $ 52,200 1J + PT- 23,500 CITY ATTORNEY 35,000 18,000 OTHER DIRECT EXPENDITURES 102,775 17,650 POLICE OVERTIME 15,000 18,000 TOTAL ,EXPENDITURES �265, 2� 4 REVENUES: MISDEMEANORS $116,580 $ 9,450 MAJOR TRAFFIC 15,900 7,500 MINOR TRAFFIC 170,880 148,800 PARKING 4,550 4;550 TOTAL REVENUE $3QA-1Q *X.*X• $170.30 NET: $ 44,585 XX-"* $ 40,950 XX)FX NET_DIFFERENCE: $3,63500000 3,635- - including benefits Judge's pay in contractual services & court appointed attorney fees up #XX for all courts XXXX - indigent defense cost recovery increased - less Washington County charge backs?? CASELOAD: MISDEMEANOR Municipal Court 1,650 MAJOR TRAFFIC Municipal Court 100 MINOR TRAFFIC Municipal Court 4,800 PARKING Municipal Court 400 CIVIC CENTER ROOM NEEDS PER MONTH: 220 Town Hall & Town Hall Conference Room - 101 hours each Meeting Room - 18 hours (see room use schedule page 24) lw/1259D Revised. 11/16/87 PAGE 18 one i OPTION CONSIDERATIONS 1. FTE i 1 Increased by 2.5 — to include: .0 Court Manager 3.0 OA II 1.0 OA I e (This option would require a Records Manager appointment) CITY ATTORNEY Increased by 907 3. POLICE OVERTIME Additional decrease 4. COLLECTIONS CONTROL` € Retain maximum control 5. COUNTY SERVICE CHARGE BACKS The County_ is discussing the option of charging cities for Community Correction services and jail usage in conjunction with misdemeanant and major traffic cases. These charges may be on such services as: pre-sentenance investigations, formal probation, jail services, etc. The charges may be assessed on: 1, only those cases sent by Municipal Courts; or 2. any case cited in a local jurisdiction, whether sentenced through Municipal, Justice or District Court. These charges would have a major impact on the City. Option 4 & 5 gives the City the' most control over the use of services. With Municipal Court handling all of the misdemeanant caseload, the Judge can use his discretion in ordering community corrections services. 6. 'SERVICE TO CITIZENS Full Service commitment to citizens. i 7. IMAGE Full Service image 8. CIVIC CENTER SPACE IMPACTS Increased demands. TH & THCR - 101 hrs/mo. each Jury Room 18 hrs/mo. Increased demand on parking Increased demand on office space _9. ADJUDICATIONS Increased control. All cases have char-3e filed in Court 10. JUDICIAL PHILOSOPHY Most control over implementing 11. OTHER PD vehicle costs reduced More disposition consistency (1 attorney firm handles case) Need to further enhance existing system to manage caseload Major traffic requires more intense trial and staff time Clear jurisdiction of cases to Police Officers Indigent defense and Interpreter'.i costs up Jury trial costs and time increased Self—reliant . lw/1259D Revised 11/16/87 PAGE 19 F OPTION 6 REDUCED SERVICE WITH MAJOR TRAFFIC (Major & minor traffic & parking cases) PROPOSED CURRENT BASELINE EXPENDITURES.: - - STAFF (3 FTE) $ 68,515 •X. 2.5 FTE $ 52,200 1J + PT 23,500 !( CITY ATTORNEY 20,000 18,000 OTHER DIRECT EXPENDITURES 37,845 17,650 POLICE OVERTIME 19,000 { TOTAL EXPENDITURES $145,3kQ1? ,35Q REVENUES: MISDEMEANORS $ —0 $ 9,450 `MAJOR TRAFFIC 15,900 7,500 MINOR 'TRAFFIC 170,880 148,800 PARKING 4,550 4,550 TOTAL REVENUEacXX170.30Q NET: $ 45,970 xxxxx $ 40,950 XXxXX NET DIFFERENCE:: $5,020 — including benefits atX - Judge's pay in contractual services & court appointed attorney fees up xK* — for all courts •x*K* — indigent defense cost' recovery increased .**X** — less Washington County charge backs?? t f CASELOAD MISDEMEANOR District Court 1,650 !� MAJOR TRAFFIC Municipal Court 100 4,800 MINOR TRAFFIC Municipal Court ! t PARKING Municipal Court 400 126 CIVIC CENTER ROOM NEEDS PER MONTH: Town Hall & Town Hall Conference Room — 54 hours each Meeting Room — 18 hours j (see room use schedule — page 24) lw/1259D Revised 11/16/87 PAGE 20 OPTION 6 CONSIDERATIONS Y 1. FTE Increased FTE (By .5) to include:;: .5 Records/Court Manager, 1.0 OA III 1.0 OA II .5 OA I 2 CITY ATTORNEY Increased City Attorney (11%):; 3. POLICE OVERTIME Slightincrease (5%) 4. COLLECTIONS CONTROL Retain control over minor traffic & parking collections while gaining control over major traffic. Reduction in revenues: Receive 0% misd. fines 5. COUNTY SERVICE CHARGE BACKS The County is discussing the option of charging cities for Community Correction services and jail usage in conjunction with misdemeanant ' and major traffic cases. These charges' may be on such services as: - pre-sentenance investigations, formal probation, jail services, etc. The charges may be assessed on: (1), only those cases sent by Municipal Courts; or (2) any, case cited in a local jurisdiction, whether sentenced through Municipal, Justice or District Court. These charges would have a major impact on the City. With this option the City would have no control over the usp of the services on the misdemeanant caseload. 6. SERVICE TO CITIZENS Maintaining local service on major & minor traffic and parking. Misdemeanors —inconvenient – greater distance to County E 7 IMAGE Confused commitment to annexed areas/service to citizens f 8. CIVIC CENTER SPACE IMPACTS Increased demands. TH & THCR – 54 hrs/mo. each Jury Room – 18 hrs/mo. Additional parking & office space needed 9. ADJUDICATIONS f Fewer. DA may dismiss prior to charge filed in Court i 10. JUDICIAL PHILOSOPHY' Limited increase in control over implementing j j 11. OTHER PD vehicle costs up Less disposition consistency (various attorneys & judges handle cases) . 4 , Need to enhance existing system to manage caseload Cleaner for police officers than Option 3 re: jurisdiction of case lw/1259D Revised 11/16/87 PAGE 21 t i MUNICIPAL COUR'F STUDY - RELATED ISSUES TO CONSIDER o Future of District Court - scope & charge backs ' o State law changes - future of Municipal Courts o; City image/service to citizen o Increased on and demand trends oImplementation/Absorption o political impacts with any change/modification o Civic Center space o Major traffic revenues difficult to know Costs, trials and paperwork for cases extensive o Justice Court future uncertain o Evening court options, o Legislation - update process & jurisdiction selection process o Increased investigation charges o Timing of City Attorney's in process ILI o City prosecution options - City Attorney's office, in-house, or contract with other outside attorney's firm ha/1259D Revised 11/16/87 PAGE 22 m m M O O C"l gyp( LO C+ N 1 p LO s O I .-� N to C M �° �� _ M d C N 2•° p N N� J M N 'EfA 6 O O w m CDO � M N N H N � Z p LO O N aP V M �! 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N N N rA •.i 4- cu al cj cli 4J fj 0 T v T O V) 4J a 1J 4J C 0 �j rd T 2 § rd 4S Z .16 fL .0 td T-0 Rf U U U U J, a rd N v 3k LL •.j .a•, -4 c 3 „I J rd 0 co m of -0 O 0: -0•a O -a •)•) 0 ,J -jp m C L �t J to C L C C C C •+ s- ¢ ¢ 9 O 7 * C9 C O b 3 �C 2 .+ . ..r ..� a a) 2 2 O 7 v t * 2 0 7 w C £ I- 3 F Jui oo I I I I �+ £ lw/1259D Revised 11/16/87. Page 24, V c c � e 0o mo vo U ! 1 1 ci v 0O O O � oif) t of oo1 001 •-+ o 00v i W - td U LL 0 G L stili LLo 1 o O O ! O 1 U O i i i ¢ oo O C O 14 U 0 CL a N L .. Ln 1 O 0I O 1 W .-q 2 ! I N •.+ 0 O d a'3 Q H N -0 N. a E 1 O O 0 i 7r 0a 00 _. O 0 O 0 O O L N i ¢ Q d a -C a- •P •W 0 C3 rd Ul N C •11 LO 0 OJ 04 O � O I rb i CD 4V0 O � AS ' Q ! L taI r ¢ US iCL.� > V .O L C N N ..-1 cVl `O O O O O O C N to ,J, co 01 Or p1 N rd 0 i O 1 U •2 a1 .,q ra 0 ,4 L 0 y coQt � w z N L N T F 4 V p G; Rf 41 U N •� 0 'P, t0 t r6 C O G O ,•� 3 c B 4 H tag� � H .�-g1 -� to Q U LL tl U LL a a a•� 4Jtr Z U L ¢ V L ¢ U•.r U E y p ¢ W C• w .0 � •.r -P ..i L •.r L p H C to C7 C v 3 is O .` - � £ G cr Or y Y £ � 1 U lw/1259D Revised 11/16/87 Page 25 AGENDA ITEM # 2 — VISITOR'S AGENDA DATES 211a7 (Limited to 2 minutes or less, please) please sign on the appropriate sheet for, listed agenda items. The Council "es `to-bear from you on other issues not on the agenda, but asks that you wa.,..aco first try to resolve your concerns" through staff. Please contact the City Administrator prior to the start of the meeting Thank you. NAME & ADDRESS TOPIC STAFF 'CONTACT'ED 1tW Ell MEMORANDUM CITY OF TIGARD, OREGON Honorable Mayor, Council and December 21, 1981 City Administrator FROM: David C. Lehr, Chief of:Police SUBJECT: Complaint of Mr. Mac Coombs regarding parking citation and tow or vehicle within 10 feet- of mailbox Mr. Coombs' vehicle was towed from in front of 15980B SW 88th Street for parking within 10 feet of a` mailbox. Mr. Coombs has, protested the citation and tow in person to me. Mr. Coombs is not questioning the validity of the citation or the reasons for the tow. He is protesting that, because of lack of signage or a painted curb, he was unaware of the ordinance. I explained to Mr. Coombs the reason for the ordinance. I "further told him that the officerhadattempted to make contact prior to issuing the citation. Mr. Coombs' `vehicle registration shows a Portland address. I also explained that -we did not paint curbs on this parking prohibition as there is a time. limit in effect on the ban from 8:00 AM to 4:30 PM. I also explained that signage would be cost prohibitive and there are many parking bans that we do not post. Finally, Mr. Coombs was blocking access to not only his mailbox but also his neighbors. cs/2401D Y �a K l •a r ol t ,a. F 4 4 R' l' } '- ' :< ; Ate;.•� Y 4 .fNi ♦ , • i . t I ,j Y CITY OF TIGARD_{ OREGON COUNCIAGENAITLM SUMMARY AGENDA OF: December 21, 1987 DATE: SUBMITTED: December^,10_..1987 _____ ISSUE/AGENDA TITLE: LIQUOR LICENSE PREVIOUS AcrIONt --- APPLICATION P OC SS AMENDMENT _ V _ ,t_ M PREPARED BY: David C L_�-_ehr^_ t it` ?' UE` 'ED BY: D��Y d C -Lehr DEPT;HEAD OK Cl I Y ADM ,OK_.,� Q - --- _._... POLICY ISSUE s Should the City 'Council modify its current. ordinance to be in conformance with the 8/15/66 action which required this process to be accomplished by the Chief of Police?` INFORMATION SUMMARY P The current TMC Chapter, 5.20 requires that the City Council. review liquor license applications and annual renewal applications. The ordinance specifies r shall be made to the City that applications for all temporary liquor- licenses Administrator. The ordinance makes no provisions for an appeal process -fir, recommendations for denial to OLCC. In the inted stheoCh reofl ni gethe Council's workload, the Council on 8/15/86 dir ec te to review liquor- license applications and renewal applications. The amendment of codifies Council's direction of 8/15/86, further• streamlining Chapter 5.20 procedure and sets; forth an appeal process for recommendations of denial as required by OLCC. ALTERNATIVES CONSIDERED 1. Adapt the attached ordinance making the above referenced amendment and approve a resolution to set fees. 2. Give staff further direction. FISCAL IMPACT 1. Cost reduction from Council review process — fees remain the same. 2. Unknown ,at this time. SUGGESTED ACTION Staff recommends Alternative #1 — Motion to adopt 'or•dinance. Motion to adopt resolution. lw/2013D CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY AGENDA OF: December 21, 1987 DATE:: SUBMITTED: December 11, 1987 ISSUE/AGENDA TITLE: PREVIOUS ACTION: Adoption of original Alarm Ordinan a Amendment - TMC alarm ordinance No. 82-32 Chapter 11.08 PREPARED BY David Lehr DEPT HEAD 01<_NLCITY ADMIN O REQUESTED BY: , David Lehr OLICY ISSUE Should the City Council modify its current- ordinance to streamline the process of false alarm fees by repealing the revoked alarm user permit process and setting excessive false alarm fees? INFORMATION SUMMARY Chapter 11.08 of the TMC was adopted in 1982 to regulate burglary and robbery alarms and to set a process of permit revocation in an attempt to control. false alarms. After a permit was revoked for excessive false alarms, a revoked users ,permit was to be issued with an escalating fee schedule for subsequent issues of revoked users permits. s Staff has found the revocation of permits and issuance of revoked users permits 10 be a cumbersome process and that the fees are excessive, The proposed amendment will streamline the process and provide a more equitable fee schedule. ' ALTERNATIVES CONSIDERED 1. Adopt the attached ordinance which modifiE.., thycurrent: ordnance to repeal false alarm permit revocation process and adopt excessive false alarm fees. _ 2. Give further direction to staff. .............._ FISCAL IMPACT 1. Cost reduction with streamlining false alarm process on staff level. Increase in false alarm fee revenues. 2. Unknown at this time. SUGGESTED ACTION Staff recommends Alternative #1 — Motion to adopt ordinance. lw/21544 { I CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY AGENDA OF: December- 21, -1987 DATE. suBmiT ED December 18, 1987 ISSUE/AGENDA`TITLE: _ PREVIOUS ACTION: Decemlaer• 7-Council Westwood Corporation Discussion PREPARED BY: William A. Monahan DEPT HEAD OK_ tr7�4.CITY ADMIN OK REQUESTED BY: Westwood Corporation POLICY ISSUE Should the Council accept the proposed revision to the landscape plan submitted by Westwood Corporation. INFORMATION SUMMARY On December 7, 1987, the Council discussed` the revised landscape plan submitted by Westwood Corporation. Based upon the discussion, Council directed that a new plan be prepared which complies with the conditions specified by Council. A, revised ,plan was included in the original packet given to Council on December 14. It did riot comply with Council direction. A new plan is attached which has no detail for the area commonly referred to as Pad C. The developer wishes to receive approval of the landscape plan with the exception of the Pad C area, When a user has been identified for this area the developer wishes to present a plan which includes landscaping, replacement trees, parking, and access drives. ALTERNATIVES CONSIDERED 1. Accept the revised plan and allow tater submittal of a plan for the Pad C area: 2. Reject the plan and direct Westwood Corporation to submit a plan which complies with the conditions identified by the City Council on December 7, 1987. FISCAL IMPACT �r SUGGESTED ACTION Staff recommends that the Council reject the landscape plan and direct Westwood Corporation to submit a plan which complies with the conditions identified by the City Council on Decmeber 7, 1987. br/2382D 5 i MEMORANDUM ` CITY OF TIGARD, OREGON December 17, 1987 TO, members of the City Council FROM: William A. Monahan, Dir•ect:or,l•1A Community Development SUBJECT: Supplemental Packet for Westwood Corporation landscape plan for Westwood Corporation is contained in the packet R revised plan was delivered to us at distributed to Council on December 14. The 5:30 PM on December. 14eanlanplaced would xshowthe no details iet for, n)the 1PadiAr,andJerry areas, had advised me that the p Were prepared to Westwood desired to hold approval of these areas until they that; I felt this submit detailed plans upon securing tenants. I advised 7er•r•y was not consistent with Council direction, however-, he informed me that he would pursue this ,course, - t The plan submitted oneDee edcn'N�T C�'� not in contracts"meaning �triat�noracti i ty area. The area is lab y tan shows placement: of trees, is planned at this time. Unfortunately, the p drives, .landscaping, and parking which deviate from the earlier plans, As a result, ,the plan confused issues more. mornin and advised them that the plan was riot I called Westwood on Tuesday g hich acceptable. Betty in �Pad1d me thatC area. I they Betty that I dimit a d not (believe Wthat shows no activity inirections on that would be satisfacto� sof newCouncil trees,abermdpreseruatpon�fanddpreservation landscaping limits, locations ocoion of existing trees. She rioted that Westwood could riot address these concerns now. odification of the plan submitted on December, 14. It The plan attached is a mt does not address the it coveting raise isfoe that mbmeeting uisllattached for copy of the reference as well. as page 8 of the November 23 Council minutes. Also attached is an arborist's report on a remedial care program to treat the replacement trees. Our arborist, David Halstead is reviewing this plan as well as the remedial care program for the preservation of existing will be present' at the meeting to discuss why they Westwood representatives without the detail requested by Council. I expect have presented the plan will also be present. Attorney Orchard has that their attorney, Jack Orchard, conferred with Tim Ramis. br/2382D 9. — WESTWOOD SITE DISCUSSION -- o Consensus of Council was as follows by group of tree: Group 4 & 5 trees:' No activity other than minimal landscaping ` and , landscape maintenance within 25 feet of the base of trees. Such landscaping shall not adversely affect Group 4 & 5 trees. Group 3 trees: No activity other than minimal landscaping and landscape maintenance within 25 feet- of the base of trees. Such landscaping shall riot: adversely affect Group 4 & 5 trees. Group i trees: Addition of 2 trees with berm height increased to assist` screening of parking but riot buildings. Berm to be rolling in nature and must ensure traffic safety site clearance. Group 2 trees: Retain berm at 2-3 feet. Paving to occur south of seven replacement trees and not north of said trees. Seven trees may be movedabout 5' east or west but not north. City to retain arborist to re _ew tree placement in relationship to .any paving areas to best determine how to preserve trees. Remedial care landscaping plan to be reviewed and accepted by Staff. Further action required: Council will review final Director's Decision prior to issuance based on direction 'given at 12/7 meeting and final pad C location'designated. 10. TIGARD MUNICIPAL CODE AMENDMENT— MAILBOX BLOCKING — ORDINANCE NO. 87-70 < Ea/Jo UA 11. PARK SYSTEM DEVELOPMENT CHARGE INCREASE — ORD #87-71 Ea/Jo UA' &'RES #87-152 Ea/Jo UA el 12, CONSENT AGENDA: These items are considered to be routine and may be enacted in one motion without separate discussion. Anyone may request that an item be removed by motion for discussion and separate action. Motion to: Jo/Ea approve with 12.2a removed for discussionand12.2b amended to show Budget Committee meetings on Tuesdays. UA 12.1 Approve Council Minutes: 10/26, 11/2 & 11/20-21/87 12.2 Receive and File: a. Ambulance/ALS Report b. Council Meeting Calendar Update 12.3 Approve hire of Planner authorization & transfer appropriations — Resolution No. 87-153 12.4 Approve hire of Personnel Assistant & transfer appropriations — Resolution No. 87-154 E 13. NON—AGENDA ITEMS: Ambulance/ALS (Report — Schwartz noted comments of clarification —Motion to receive and file: Ea/Jo UA 14, EXECUTIVE SESSION: The Tigard City Council will go into Executive Session under the provisions of ORS 192.660 (1) (d), (e), & (h) to discuss labor relations, real property transactions, and current and pending litigation issues. Cancelled 15. ADJOURNMENT: 11:00 PM lw/2099D 0. COUNCIL MEETING SYNOPSIS — DECEMBER 7, 1987 PAGE 2 ___DECEMBER 7, 1987 COUNCIL MEETING SYNOPSIS -t o STUDY SESSION Agenda Review 1. BUSINESSMEETING: Roll Call = All present except Councilor Edwards Call To Staff and Council For Non-Agenda Items Amend 12.2b Budget Committee on Tuesday nights Remove 12.2a to Non-Agenda — Approve by consensus of Council , 2. VISITOR'S AGENDA No appeared 2.1 ADMINISTER OATH OF OFFICES TO NEW POLICE OFFICERS AdministeredtoChristopher Nash & Karl Kaufman 2.2 RECOGNITION OF SUCCESSFUL UTILITY WATCH PROGRAM Keys to the City presented by Mayor 3. 1987 WASHINGTON COUNTY UPDATE o Commission Chair Bonnie Hays & Commissioner Rogers Verbal presentation - certificate of appreciation received from Washington County to City of Tigard 4. LID #35 --68TH PARKWAY SPREADING OF FINAL ASSESSMENT — PHASE V o Public Hearing Continued from 11/23/87 Council Meeting' o _`Ordinance No. 87-65 (Option A)-Jo/Ea UA 5. COMPREHENSIVE PLAN AMENDMENT CPA 87-02 ZONE ORD. AMENDMENT ZOA 87-03 Request by the City of Tigard to amend the following sections of the Community Development Code as they pertain to Sensitive Lands: 18.84, 18.80.120, 18.120.020, 18.134.020, 18.162.050, 18.130.040, and 18.26.030. Also to amend Plan Policy Section 3.2.3. o Ordinance No. 37-66 Jo/Sch UA 6. ZONE ORDINANCE AMENDMENT, ZOA 87-06 DRIVE THRU WINDOWS CHAPTER 18.130 _A review by the Tigard City Council of a recommendation by the Planning Commission to amend Chapter 18.130 Conditional Uses to add a section for Drive Thru Windows. o Ordinance No. 87-67 Sch/Ea UA 7. UTILITY EASEMENT VACATION — KNEELAND ESTATES # 2 SUED. LOTS 131 AND 132 o Ordinance No. 87-68 Jo/Ea UA 8. UTILITY EASEMENT VACATION REQUEST — AMART SUMMERLAKE SURD. LOTS 4 AND 5 o Ordinance No. 87-69 Sch/Jo UA COUNCIL MEETING SYNOPSIS - DECEMBER 7, 1907 — PAGE 1 Approved by unanimous vote of Council present. f. Lengthy discussion followed between Council, Westwood, and City staff regarding the safety concerns surrounding the trees in groups two and three. Council expressed concern regarding the hazards of leaving the trees and the seemingly blatant disregard to the first site design agreement which required certaintrees be left on the property. Council discussed at some length the need for 8" caliper trees to visually offset the impact of losing iB large. fir trees. Mr. David Halstead, City's arborist, stated that with a long term maintenance plan the Councilshouldbe able to be assured of the maintenance of the 8" caliper. trees. Staff and Council discussed requirements for bonding of landscape installation and the timing for issuance of occupancy permits. g. After further discussion a motion was made by Councilor Johnson, seconded by Councilor Eadon, to remove the stand of trees in areas two and three for safety reasons only. Staff was directed to bring back at the December 7, 1987, Council meeting a landscape plan including a written long term maintenance plan description for Council. approval. This material must be , submitted for distribution- to Council by Friday, December 4 1987. The plan will be approved prior to issuance of any occupancy permit. Further the following, guidelines shall be _ followed regarding replacement of said trees: 1. A landscape plan be presented to staff; 2. Replacement tree size and density be satisfactory to staff, assuring replacement tree% in the 8" caliper size as a minimum with number of trees sufficient to visually offset impact or original tree removal; 3. Replacement trees be installed in a similar location as those being removed; 4. Landscape berm shall be maintained to best ensure preservation of replacement trees; and 5. Location of pad "C" shall not interfere with plantings in areas two and three Motion approved by a 4 to l :najority vote of Council present. Councilor Schwartz voting nay. 12. CONSENT AGENDA: These items are considered to be routine and may be enacted in one motion without separate discussion. Anyone may request that an item be removed by motion for discussion and separate action. Motion to: 12.1 Approve Council Minutes — October 12, 1987 12.2 Receive and File Reports a. Departmental Monthly Reports — October, 1987 o Community & Administrative Services_ o Community Development o Library o Police b. Records Management Committee Status Report 12.3 Receive and File: a. Comprehensive Plan Update Work Program b. Transportation Facilities Plan Work Program Page,a — COUNCIL MINUTES — November 23, 1987 snowk "Off'OLLIER s arij ARBOR CARE, INC. �- Professional Tree&Shrub Care,since 1937 }, 4223 S.E.88th Ave.• Portland,OR 97266. 7749642 (i INSECT&DISEASE CONTROL•PLANT HEALTH CARE PROGRAMS•PRUNING• FERTILIZING•CONSULTING December 15, 1987 i E f _I RECOMMENDATIONS FOR REMEDIAL CARE OF TRANSPLANTED TREES AT TIGARD TOWN SQUARE. Season for Transplanting: Transplanting of trees should 1 1, be done during the dormant season or in early spring. Z, Planning; Trees _shall not be Planted deeper than they were in their former location. The planting hole should be wide enough to allow 1 to 2 feet of baaklfiee spaded the root ball.' In planting hole.. dug by if the sides and bottom appear glazed, the surfaces should be broken up by using a hand spade. E l: If the soil removed from the planting hole is 3' Backfilthen it should be modified with organic of poor quality, r amendments or replaced with topsoil of good texture and structure. 4. Guying and Staking: Guying shall be completed at the time of planting. Trees 8 inches in diameter require at least 3 guy wires using one fourth inch galvanized cable. The cable should be attached to an anchoring device such as a "Duckbill" anchor or a deadman anchor. Cable should be attached to trees by a plastic or rubber tree strap. Place guy wires approximately half way to the top of the tree. Mark all guy wires with brightly colored streamers. Guy wires should be left in place for 2 years, but no longer than 4 years. Wires should be examined once each growing season to check and adjust for (a) tension, (b) tightness around trunk and (c) removal after sccor♦d growing season if tree is well established. Licensed by.Orspa�5ts1e 0epartmenl of Agriculture Members:Orspon AsaodatIon Nuraerymsn•Lendscal Oardenera Chapter,International Society of Arboriculture Inlemationsl pesticide Applicators Ascocietion•National Arborist Association t C o-ir LL hj& ARBOR Com,INC. Professional Tree&Shrub Care.since 1937 4223 S.E.88th Ave.• Portland, OR 97266® 7749642 INSECT&DISEASE CONTROL• PLANT HEALTH CARE PROGRAMS•PRUNING• FERTILIZING•CONSULTING 5. Pruning: No pruning is necessary at the time ,of transplanting except to remove dead, broken or interfering branches. After one growing season, the tree should be pruned to remove dead or diseased wood, and to thin and shape the tree if necessary as directed arborist. The trees shall be pruned by a qualified according to NAA Class I standards. 6, Watering: Watering should be done at the time of plgnti*: to settle the soil and assure adequate ,soil r should be provided when there moisture. Adequate wate has not been sufficient rain to keep soil moist. The critical months for watering are, May through September. h Precise' watering requirements are difficult to establis because of soil variability. However, during dry periods watering should be done every 7 to 10 days sufficient to equal 2 inches of rainfall. 7, Fertilizing: Fertilizer should not be used during the first growing season. Fertilizing should b.e done annually for the next 5 years after the first 'growing season, to maintain plants in a thriving condition. The trees shall be fertilized according to NAA fertilizing standards. Fertilizing shall be based on soil test results. 8. Mulching: A 2 to 4 inch layer of composted bark or wood chips shall be applied over the root zone area of the trees. This will help to conserve moisture and reduce weed growth. g, Insect and Disease Control: Insect and disease control should be applied when necessary to control debilitating insects and diseases. Any change in conditions observed by landscape personnel shall be reported to a qualified arborist immedit%tely. Licensed by:Oregon State Department of Agdcuhum r` Memben:oregon Assoclation Nurserymn en-Ladscape oardeners Chapter.InternalbnaI Society of Arboriculture Intemational Pesticide Applicators Association•National Arborist AsW.i tion -m-COLLIER A"OR SCARE, INC. Professional Tree&Shrub Care,since 1937 4223 S.E.88th Ave. ® Portland,OR 97266. 774.9642 INSECT&DISEASE CONTROL• PLANT HEALTH CARE PROGRAMS•PRUNING• FERTILIZING•CONSULTING 10. Annual Inspections: Annual inspections of the transplanted trees shall be made by'a qualified arborist to evaluate the condition of the trees, to make recommendations and to check the progress of the remedial care. Inspections should continue for the next fiveY ears. Encl. : NAA Standards for Pruning Fertilizing and Guying. F. 1 j 1 I I 4 1 l Licensed by.Oregon State Department of Agriculture Members:Oregon Assoclatlon Nurserymen•Landscape Gardenara Chapter,International Society of Arboriculture I Intemational Pesticide Applicators Association•National Arbodst Association i t NATIONAL ARBORIST ASSOCIATION Pruning Standards For Shade Trees (Revised 1979) These standards are provided by the National Arborist Association to assist you in writing con- tract specifications. N.A.A. member companies are highly qualified to accomplish the pruning in compliance with the specifications that best satisfy your budget and other needs. It is recognized that regional practices may dictate variations in this standard. W.P. LANPHEAR, Chairman Standard Practices Committee INTRODUCTION Pruning is to be per job experience,are familiar with the formed by tree workers who, through related training and on techniques and hazards of this work including trimming,maintenance,repairing or removal,and equipment used in such operations.The use of climbing spurs or irons is not approved in pruning operations on live trees.This type of work is a potentially hazardous occupation and is to be undertaken only by trained personnel or under the supervision of trained personnel,all of whom are covered with workefs compensation,property damage,public liability and completed opera- tions insurance. There are four classes of pruning:' CLASS I FINE PRUNING Fine pruning shall consist of the removal of dead, dying, diseased, interfering, objectionable, obstructing, and weak branches, as well as selective thinning to lessen j wind resistance.The removal of such described branches is to include those on the main trunks, as well as those inside the leaf area. An occasional branch, up to 112" diameter, as described above, may remain within the I main leaf area to its full length when it is not practical to remove it. The following specifications shall apply: COLLAR a. All cuts shall be made sufficiently close to the trunk or parent limb,without cutting into the branch collar or leaving a protruding stub, so that closure can readily start under normal conditions. (See diagram A)Clean cuts shall be made at all times. DIAGRAM A b. It is necessary to precut branches too heavy to handle to prevent splitting or peeling the bark. Where neces- sary, to prevent tree or property damage, branches shall be lowered to the ground by proper ropes or equipment. e. On trees known to be diseased, tools are to be c. Remove the weaker or least desirable of crossed or rub- disinfected with methyl alcohol at 70% (denatured bing branches. Such removal should not leave large wood alcohol diluted appropriately with water) or holes in the general outline of the tree. Chlorox solution after each cut and between trees d. Treatment of cuts and wounds,with tree wound dress where there is known to be a danger of transmitting the disease on tools. ingr is optional except where open wounds in certain trees may attract insects that carry disease or allow f. Old injuries are to be inspected.Those not closing prop .: fungus invasion, If such treatment is made, materials erly and where the callus growth is not already corn non-toxic to the cambium layer must be used,and care pletely established, should be traced where appro- taken to treat only the exposed wood with a thin coat priate. If desired, for cosmetic purposes, the wound of dressing. may be treated with a thin coat of wound dressing. A-1 g. Where practical, all visible girdling roots shall be CLASS III COARSE PRUNING treated as follows. Coarse pruning shall consist of the removal of dead, 1. Cut root at either end. diseased or obviously weak branches, two inches in 1 Notch root in center with a chisel, diameter or greater:- 3. Remove entire root without injuring the bark or The following specifications shall apply: parent stem. h. The presence of any structural weakness,disease condi- a. All cuts shall be made sufficiently close to the trunk or parent limb, without cutting into the branch collar or ' tions decayed trunk or branches,splitcrotches or branches, leaving a protruding stub, so that closure can readily should be reported in writing to a supervisor and/or the start under normal conditions. (See diagram A) Clean owner,and corrective measures recommended. cuts shall be made at all times. CLASS II MEDIUM PRUNING b It is necessary to precut branchestoo heavy to handle pruning shall consist of the removal of dead, to prevent splitting or peeling the bark.Where neces- Medium p g sary, to prevent tree or property damage, branches dying, diseased, interfering,objectionable and weak shall be lowered to the ground by proper ropes or branches on the main trunks as well as those within the equipment. leaf area. An occasional branch up to one inch in diameter may remain within the main leaf.area where it is c; Treatment of cuts and wounds,with tree wound dress- diameter may to remove it ing is optional except where open wounds in certain not trees may attract insects that carry disease or allow The following specifications shall apply: fungus invasion. If such treatment is made, materials non-toxic to the cambium layer must be used,and care a. All cuts shall be made sufficiently Close to the trunk or ken to treat only the exposed wood with a thin coat parent limb, without cutting into the branch collar taken or of todressing. ' leaving a protruding stub,so that closure can readily start under normal conditions.(See diagram A) Clean d. On trees known to be diseased, tools are to be cuts shall be made at all times disinfected with methyl alcohol at 70% (denatured b. It is necessary to precut branches too heavy to handle wood alcohol appropriately diluted with water) or to prevent splitting or peeling the bark. Where neces- Chlorox solution after each cut and between trees Bary, to prevent tree or property damage, branches where there is known to be a danger of transmitting the shall be lowered to the ground by proper ropes or disease on tools. equipment. a The presence of any structural weakness,disease con ditions, decayed trunk or branches, split crotches or c. Treatment of cuts and wounds,with tree wound dress- branches,should be reported in writing to a supervisor ing,is optional except where open wounds in certain trees may attract insects that carry disease or allow and/or owner and corrective measures should be fungus invasion. If such treatment is made, materials recommended. non-toxic to the cambium layer must be used,and care taken to treat only the exposed wood with a thin coat CLASS IV CUTTING BACK OR DROP CROTCH PRUNING of dressing. Cutting back or drop crotch pruning shall consist of the d. On trees known to be diseased, tools are to be reduction of tops, sides, underbranches or individual disinfected with methyl alcohol at 70% (denatured limbs.This practice is to be undertaken only in cases of wood alcohol diluted appropriately with water) or utility line interference, or where certain portions of the Chlorox solution after each cut and between trees roots or root systems have been severed or severely where there is known to be a danger of transmitting the damaged,or when there is unusual and rapid tree growth, disease on tools. where it is necessary to reduce the top sides or under- branches, or for specific topiary training or dwarfing. e. Old injuries are to be inspectedwth is notot closinglready prop-corn- The following specifications shall apply: erly and where the callus g ely established should be traced where appro- a. All cuts shall be made sufficiently close to the trunk or priate. If desired, for cosmetic purposes, the wound parent limb, without cutting into the branch collar or may be treated with a thin coat of wound dressing. leaving a protruding stub, so that closure can readily start under normal conditions. (See diagram A) Clean f, All girdling roots visible to the eye are to be reported to cuts shall be made at all times. a supervisor and/or the owner. y structural weakness,disease con b, It is necessary to precut branches too heavy to handle g. The presence of an to prevent splitting or peeling the bark.Where neces- ditions, decayed trunk or branches, split crotches or sary, to prevent tree or property damage, branches branches,should be reported in writing to a supervisor shall be lowered to the ground by proper ropes or and/or the owner, and corrective measures recom- equipment mended. 4 A2 i C. Remove the weaker or least desirable or crossed or rub- In. When cutting back trees, one should have in mind to bing branches. Such removal should not leave large make them shapely and typical of their species. holes in the general outline of the tree. is On thin bark trees,just enough limbs shall be removed Owl d: Treatment of cuts and wounds,with tree wound dress- to get the effect wanted without admitting too much ing, is optoinal except where open wounds in certain sunlight to the trunk of the tree or the top of large trees may attract insects that carry disease or allow branches. Care should be taken with the following' fungus invasion. If such treatment is made, materials species:. lindens, maples, beeches, apple, oaks, and non-toxic to the cambium layer must be used,and care other trees susceptible to sunscald,growing in different taken to treat only the exposed wood with a thin coat geographical areas. The above damage may be mini t todressing. , mized by doing work on susceptible species during the of dormant season. e. Old injuries are to be inspected.Those not closing prop- In lifting the lower bottom branches of trees for under- erly and where the callus growth is not already com i• clearance, care should be given to symmetrical ap- pletely established should be traced where appro- priate. If desired, for cosmetic purposes, the wound pearance, and cuts should not be made so large that i they will prevent normal sap flow. maybe treated with a thin coat of wound dressing. I f. Generally, in reducing size (cutting back), not more k. Periodical dP poplars, and other crotching or cutting with brittle and(soft than one-third of the total area should be reduced at a Wood lisaestablished practice and has proven single operation. When cutting back trees, only drop be in maintaining the safety of these trees over "crotch as much as necessary. `Nhere practical, avoid i long periods of growth.Other trees with soft and brittle cutting back to small suckers. All effort should be wood growing in different geographic areas may be made to cut back to a lateral,one-third of the diameter ` of the cut being made. specifically named when it is common practice to con- trol the growth by cut-back. g. In reducing overall size, attention is to be given to theions for maintaining in some symmetrical appearance.Top is to be higher and sides I, An the safetyate of these tdrees would cabling ng and b acing reduced in order to maintain a tree like form. as described under that standard. ` TERMINOLOGY LIFTING of lower branches for BRANCH Wood tissue that forms around the base underclearance COLLAR of a branch between the main stem and the branch.Usually as a branch begins to PARENT STEM The main trunk system of the tree. die the branch collar begins to increase in PRECUT or Theremovalof the branch at least 6" size. PRECUTTING beyond the finished cut, to prevent split CALLUS New growth made by the cambium layer ting into parent stem or branch. around all of a wound. PRUNING The removal of dead, dying, diseased, CAMBIUM Growing point between the bark and live interfering, objectionable and weak LAYER sapwood. branches in a scientific manner. ; CLOSURE Refers to the roll of the callus growth SAP FLOW The definite course assumed by sap in its around the wound area. movement through a tree. THE CUT The exposed wood area that remains SCARS or Natural or man-made lesions of the bark after the branch has been removed. INJURIES in which wood is exposed. of the overall size of SUCKERS Abnormal growth of small branches CUTBACK Specified reduction ' the tree or individual branches, but may usually not following the general pattern include the overall reduction of the sides of the tree. as well as the top of the tree. THINNING The removal of live branches to reduce DORMANT A condition of non-active growth. OUT wind resistance and to create more Decidious trees are considered to be dor- space. mant from the time the leaves fall until new foliage begins to appear. TO Means the same as Cut flack. or below ground level, TRACING Careof afplflow'ng of the bark along to encourage closure and e lines GIRDLING Located above and to ROOTS whose circular growth around the base of the trunk or over the individual roots be the outline of the wound area. applies pressure to the bark area,thereby TRIMMING: The same as pruning. choking or restricting the flow of sap. National Arborist Association 174 Rt.101,Bedford,N.H.03102 ; A-3 COPYRIGHT IM } i l i NATIONAL ARBORIST ASSOCIATION Stanuard rFertilizing ornamentaleS (Revised 198 INTRODUCTION lication of fertilizer to shade and ornamental trees as This standard serves to provide a guide in drafting specifications for the app have different well as a standard of practice.Trees in the forest or'commercial nursery,either field occontainer grown,may environmental considerations and are not addressed in this standard. It Is sgg u ested that the entire text be read before specifications are developed.All of the cat owing should be included:soil test, type of fertilizer,fertilizer analysis,rate of application,time of year,and method of app The purpose of fertilizing landscape plants is to maintain i to correct mineral element deficiencies.Plantsrequirerequ re at least wth, assist the l sixteen overcoming the adverse effects growth diseases development.insect , these elements_ and ox en—are chemical elements for proper heresent al elemes arobtai obThree tained he roots from the soil.Nit ogen hydrogen used in large amounts provided by air and water;the other es ► nitrogen annually or biennially.Variations in methods by plants,is easily leached and often volatile.It may be necessary to apply 9 hos horns,potassium and magnesium.The test will also and recommendations are expected indifferent regions;Therefore,it is recommended that soil be tested every two tot three years.The test will report quantities of chemical elements:calcium,p Phe on provide a H reading,which is a measure of the acidity or alkalinity availability.soiy.Each essential p nutrient s only avail able to plant P p and plant growth through the effect of hydrogen ions on nutrient within a specific pH range. uarantee that it is in a soluble form available for The resence of a chemical element(nutrient)in the soil is no 9 reaction and the forma Ion of soluble and insolupble compounds, The concentration of hydrogen and associated ions affects sol All nutrients must be in solution to be available for root absorption. It al sis for determination of chemical element needs is recommendaeed foesentsin aosolng specifI and still)haver utr enft Fofiaran y deficiency is possible to have a soil test indicate that adequate levels of all nutne symptoms appear on a plant.The nutrientmay yoccur in a �or poorthat iaerationit alt canto taffeclt nutrient absorption.ant.There may be physics problems within the soil,such as compaction,Poor drainage, SECTION A: TYPES OF FERTILIZER I, Organic Fertilizer— is that categorized as(madernures), and from radually becomes available a plant, animal or for rplant use asganic ethe ltmaterial or occurs naturally in organic fertilizers (manures), 9 reduced by microorganisms. Synthetic nthethe i organic slowly a�allableen efoirlplantzers ause.reated by coating urea with sulphur resin-like materials Organic fertilizers are characterized fbeylorat ofcnitrogen itr s n release, ase fertilizers less nit ogen utnoff o potential, and low water solubility.Thigher contribute to pollution of streams and subsurface water.The unit cost of slow release fertilizer absorbed by the plant is actually lower than that of readily available materials. . Inorganic(Chemical)Fertilizer—is that derived from chemical sources.These nutrients are readily available in the IIg soil and are rapidly soluble,with a short residual period. ter and applied in liquid form.Soluble fertilizers may be applied to the foliage,to III. Soluble Fertilizer—is mixed with wa the soil via the deep root feedingmethod, and orasslowlavailablecMater arts with allimited solubility that dissol erslowly ganic are readily available,but may is organic often listed on fertilizer labels as water insoluble nitrogen—WIN(See EXAMPLE I,page C-5 for WIN calculations). SECTION B: FERTILIZER ANAL"ASIS I, New Plantings use a high phosphorus ash of fertilize 0,0-r 46-0,4 ist in or plant establishment, such as those with nitrogen, phosphorus and potash ( ) C-1 Established Piantin9 s—use fertilizers with N-P-K ratios of 3-1-2 or 3-1-1 for best response.These formulations may 11. be supplemented with trace elements as local conditions Nitrogen fertilizers such as 21-0-0.38-0-0 or 45-0-0 can be applied if soil analysis indicates no other nutrients are required. lied annually.Very little available nitrogen remains in the Inorganic(water searbs ncetmos of is either hused by plants when available or carried away by water.Synthetic or soil from year to y organic nitrogen(WIN) may i be applied biennially due to its slow availability: 1 l Phos horns and potassium are chemically tera bound Pication in.most cases, every 2-3 years in either spring or fall, P the soil and become slowly available through several growing seasons. They should be included m fertilizer whichever is more convenient. lied annually.Soil tests every 2-3 years are a must when t In light-textured or sandy loam soils,potassium must be app using nitrogen fertilizers. SECTION BCs RATES Of APPLICATION sed as a guideline hates—the rates suggested in this Standard should ate testing labs should be followed fertilizing only be u Importance of Proper trees.Specific soils and foliar test recommendations from university available. Good judgement is necessary to deter�ifferently to rate of fertilizer due ine whether frequency, rate, rto location methods in thhou edtandscapevary in 'soil avails specie may respond situations.Trees of the same em or twig growth,general health of the tree,or other environmental conditions, and otnerenvironmentastactors:Actual fertilizer rates should be adjusted after considering on-site inspections of foliage color,previous factors. is 10 lbs.of phosphate- phosphorus -fertilization at time of transplantingtht elemenmmove recommended slowly in sols Apply 10 to assist in plant lbs. f ph o supply hate- I, Transplantingfor root growth because per cubic yard of backfill.A rate of 10 lbs.of super phosphorus necessary or p containing fertilizer,such as 0-20-20,0-46-0,4-12-4, phosphate per cubic yard is approximately equal to 0.51b.fertilizer per bushel of backfill. Established Plantings— 13 lbs.of actual nitrogen i Square foot method For optimum plant growth,it is generally recommended to apply a) application rate to 5-6 lbs.The surface area under ! ee per per 1,000 sq.ft. of area Under the branch annual appeaa io 6 lbs:every two Y3 14.Thfoliage ladius isthe annual growth or general vigor isnot normal, the circular branch spread of a tree can be calculated as follows:Surface area- h ins m the trunk to the et edge of the branch spread the foAs an xari emu a,would equal 18 xa18rxa 3.14, or 1,017 grof distance from ft.,one would apply about 17 Ib would have a radius of 18 feet.The area,according to Considering the recommendation of 3 lbs.of actual nitrogen per 1,000 sq. then judgement should be exercised as to whet e t use the - -11 fertilizer:3.0 r 0.18 x 16.6 lbs. Caution:nsthe area under the circular branch spread contains impervious 185 need for surfaces,such as walks,drives,and foundations, not tion. Reduced soil area does square foot method for zetr can cause sod and tree root damage.Alternative a fertiliz ng methods may have to be over-application of fertilizer utilized. 1) — Measure the trunk diamater at 4'/2 feet above grade. Generally for optimum b} Diameter Breast High (pB per inch DBH to trees under 6 inches in diameter.The rate can be increased to growth,apply'A Ib.actual nitrogen trees using the rmula results in similar 'h Ib.N per inch DBH for most trees Using n the same 6 nchIB DBH tree as above and ng with%s Ib.actual N quantities as the surface area 6.7 lbs.of 16-5-11: per inch DBH would require 16.7 lb rate)=3.0 Ib.(amount of N). 6 inches(dia.) x 0.5 lb./inch 3.0 lb.(amount of N) +0.18 (%N in 18-5-11) = 16.7 lbs.of 18-5-11. With trees growing in restricted areas such as sidewalk strips,planters,etc.the square foot method is Caution. preferable to the DBH method lied at the rate recommended by the manufacturer Liquid application—Dilute fertilizer solutions should be app I sufficient liquid mixture to c) pressure and flow rate of the equipment to be used:Apply according to operating p supply lis . s e surface area. Inject approximately 1/2 gallon of fertilizer solution per I .the required rate of fertilizer as determined by the surface area of DBH method. It is suggested that one apply 150 gallons to each 2,0 q injection at 21/2 ft.spacings. i i C-2 i ; s too 6 5 lbs.of N per 1,000 sq.ft.to tees on the lawn using 32-7-7 formulated fertilizer. 1. Square foot method:Apply Calculation: 5.0(lbs.N)+.32(%N)= 15.6(lbs.32-7-7 fertilizer) l 15.6 lbs.fertilizer x 2 31 lbs.of fertilizer added to each 150 gal.of water. Each 150 gal.of water covers 2,000 sq.ft.if pump pressure is 150 Igs.and injection spacing is 2'/z ft. counting off the seconds,and use this same c operator should calibrate his pount and cadence while The pump can be calibrated by counting the seconds it takes to pump',gallon of solution into a bucket.Each ump, 9 injecting the probe into the soil. 2. Diameter at Breast Height Method: Apply'/z Ib.of N per caliper inch to trees on lawn using a 32-10-5 formulated fertilizer. Calculation:, i .5(amount of N/inch cal.0-r.32(%of N in 32-10-5)_ 15 ' .6 Ib.of fertilizer. I d applied as per grid above in 15.6 lbs.of fertilizer x 2=31 lbs.of fertilizer added to each 150 gal.of water an surface application problem. ' SECTION : TIM ®F FERTILIZER APPLICATI®NS x deal time All ofthe e following guidelines are subject to regional and climates and!root activity ceases.In the rences.Autumn is an lsouthern areas fertilize, the country after the first hard freeze and until the moisture in the soil free Early spring,before budbreak is ere the round does not freeze,root growth in many fertilizing cases 'll cantcontinue l !until Teary July.However,treatments of readily where 9 an appropriate time.When leaves have fully expanded, which may not harden available inorganic nitrogen between Juand njand Septembercould ury could occur. Mid to late summer fertilizer er app!cations should be limited to freezing temperatures in correcting specific element deficiency problems. Ar- SECTION E: METHODS Of FERTILIZER APP 1tCATl®NSperamountofmaterialper1,000sq. 1. Surface applications—Fertilizer is placed in o a spreader calibrated healicationply the can be made in either concentric circles or in I ft.Care should be taken to avoid excessive overlapping.The app the tree. linear strips starting 2 or 3 feet from the trunk out to 5 to be 10 surface applied.Fertilizer eet beyond the drip line fhould be applied when grass Only fertilizer sources that contain nitrogen alone shouldashed off the be w blades are dry.After the fertilizer FertHizer remaen fneng'on grass blades that become rwetbol owing a I'ghtrain or dew lawn sprinkler or irrigation.system. formation occasionally causes burning. applicationsassiurn of To prevent the soil fble to add these nfutrients asicient in h needed accorosphorus or ding to soil analyse aWithout nnual usoil reports,the NAA nitrogen,it is desira horic acid(P205)per 1,000 sq.ft.and potassium at 61bs.of potash(K20)per suggests phosphorus at 3.6 lbs.of Pt C5 1,000 sq.ft.Phosphorus will not burn grass if used at recommended rates. Phosphorus should be applied with the drill hole or liquid injection method because it is so insoluble and does not move down to the roots if applied as a surface treatment. s when applied at recommended rates. Irrigation of lawn areas Caution:potassium and nitrogen may burn turfgras � should follow surface applications of these fertilizers. IL Drill Hole Method—The drill holes extending o5I1dbe 0 feet o rmore beyond thecircles dr p I ne.Spacerhole 2 feet aparee rt and dr?I th mt or more from the trunk and ext 9 upon the tree species, root growth 8-15 inches deep, patterns,and type of soil in the root area. The depending P on the recommended rate fertilizer fertilization with peat be uniformly alcine ay perliteesmall crushed stone,and,orother sol hole,it can be filled following amendment. I the fertilizer in the holes. If it the area beneath the spread of use arsuitable measuring device and a funnel ce the application fto apply to the area or number of holes that cannot ea ma pressing from different angles with the heel of the worker's shoe,or desirable in sodded areas,the holes maybe closed by p 9 by cutting and lifting a plug of grass,filling the hole to within 4 inches of the top,adding soil and replacing the plug.Keep the fertilizer at least 4 inches below thee topfholei0kdrto turf;in turf rhowevereas to edo not flvent nood thing e areahe ,as dissolved fertilizer by n. rmay+lam following fertilizer application w P prevent carried to the surface and cause turf injury. C-3 When fertilizing trees that contain shrub or herbaceous plant beds within the root area of trees,care must betaken not to punch holes closer than 6 inches to the crown of small plants.Azaleas and other plants have been injured or killed by fertilizer in holes placed too close to the plants. The opening of the soil that results from use of the drill hole method allows for penetration of both water and air.This increase in soil oxygen supply is often as valuable as the addition of fertilizer. III. Liquid Injection Method-- Injections using a soil probe or lance should be 2'h feet apart,and 8-12 inches deep for trees.Begin lance injection 2-3 feet from the tree trunk,and work out 5-10 feet beyond the drip line of the branches. Use a hydraulic sprayer at 100-200 lbs.pressure and a soil lance designed for liquid fertilizer with manual shut off valve and three or four horizontal discharge holes at 90 degrees in its point.Inject half a gallon of fertilizer solution into each hole.The addition of water to dry soil as occurs during the liquid injection process is an excellent side-benefit. IV. Follar Sprays—To correct minor element deficiencies,spraying liquid fertilizer on the foliage should be considered, especially for correcting iron deficiency using chelated iron.This method should not be regarded as an adequate means of providing all the necessary mineral el, nts required by major element-deficient plants in the amounts necessary for satisfactory growth. Micronutrient spray applications are most effective when made just before or during a period of active growth,usually from spring to eariy summer.Response,as indicated by greening of chlorotic foliage and normal growth coming from buds on affected shoots,is usuallyobserved from 2 W 8 weeks after treatment, but response time varies.Factors in response time include the plant species,age of plant and its parts,t`me of year, severity of the deficiency and soil conditions under which plants are growing.One or two applications during the year will generally prevent or control deficiencies, but under some conditions, it may be necessary to make several treatments annually to maintain healthy growth. V. Trunk Injections and Implants These methods are used for specific element deficiencies, particularly iron or s growing where there is restricted soil surface area under the drip line. manganese,as well as for tree injections or implants should be made as low as possible on the trunk.Normally,this is done with a clean,sharp drill of ( the appropriate size. Capsules should be implanted beneath the bark and completely into the xylem tissue. Early spring before growth starts is the best time for trunk implants and injections.Wound closure is most rapid from spring treatment. Trees under 4 inches in diameter should not be treated with injection or capsule implants.Do not inject or implant when soil moisture is low as severe foliar burning may occur. d _ SECTION E: ADDITIONAL FERTILIZER GUIDELINES Proper and timely applications of fertilizer will produce beneficial results on most trees.Newly established trees will grow more rapidly following fertilization with a nutrient or combination of nutrients that previously were present in only limited amounts in the soil.The results are shown in increased leaf size,length of current season twig growth,and more rapid increase in height. Slow-growing tree species may also be stimulated to grow faster by fertilizing. Abnormal leaf colorand small leaf size often indicate nutrient deficiencies in the soil.Various colors or patterns of color indicate deficiencies of specific essential nutrients.The leaves of many trees become darker green following fertilization,making them more conspicuous and attractive. Fertilizing can help maintain mature trees in a vigorous growing condition.A vigorously growing tree is more winter hardy and less susceptible to many diseases and insect pests than is a less vigorous tree.Canker-causing fungi occur more commonly in -infectious tree diseases develop when soil nutrient,oxygen and moisture conditions are weakened trees,:aso,many of the non unfavorable.Healthy,vigorous trees tend to resist borers,while those growing under unfavorable moisture or nutrient conditions are more susceptible to attack by these insects. Established trees weakened by leaf diseases,insect defoliation, mechanical injury,soil compaction,drought,or other causes often show reduced twig and trunk growth or dying of branch ends.Fertilizing may stimulate additional growth so that the plant can compensate for the adverse conditions that caused decline. I. To Prevent Plant Injury-Avoid use of lawn fertilizer/herbicide combinations where the roots of desirable and sensitive vegetation could pick up herbicide.Herbicides for use around trees should be applied separately at the rates suggested on the label. I L Fertilizing Sensitive Plants— a) When fertilizing American Beech and broadleaf evergreens,reduce applications of inorganic fertilizers to one-half the label-recommended rates of fertilizer,or use slow-release materials instead. b) Be aware that over-fertilizing small trees such as flowering crabapples can result in excessive succulent growth. Succulent growth is more prone to fireblight symptoms on susceptible plants such as pear, Jonathan apple and mountain ash, C-4 Fertllize In Moist Soils—Fertilizer should always be applied to moist soils to enhance fertilizer uptake,reduce fertilizer injury to plants,and aid in soil injection or drillhole treatments.If soils are not moist,irrigation should precede fertilization to moisten the plant root zone area.The liquid injection method of fertilizing trees and shrubs will help moisten the soil in the root zone while applying desired nutrients.The benefits of water in dry soil will reduce nutrient as well as moisture stress. IV. Fertilizing Excessively Wet Soils—Avoid fertilizing trees growing in soil that is excessively wet.The roots in wet soil are often damaged from lack of oxygen caused by the accumulation of toxic gases. Adding fertilizer in any form may contribute to root injury. I V. Read the Label-Read the entire label of any fertilizer product before application,and apply per label recommendations. t EXAMPLE i Slow release fertilizer is measured by the percentage of water insoluble nitrogen,(WIN).Use the following formula to determine the percentage of water insoluble nitrogen in a bag of fertilizer: %of WIN x 100 %of N that is slow release of total N Example for a fertilizer label that reads 32-7-7: Guaranteed Analysis Total Nitrogen(N)....32% Water Insoluble Nitrogen....12.5% Nitrate Nitrogen....2.0% Water Soluble Nitrogen..:.17.50% Available Phosphoric Acid....7% Soluble Potash....7% 5%of WIN x 100 Ibs.,of fertilizer 39% 32%of total N 39%of the available N is slow release SELECTED REFERENCES KUHNS,LARRY J.1985.Fertilizing Woody Ornamentals. Cooperative Extension Service,The Penn State University. NEELY,DAN.1980. Tree Fertilizing Trials. Illinois Journal of Arboriculture:6(10). NEELY,DAN and E.B.Himelick.1971.Fertilizing and Watering Trees. Illinois Natural History Survey Circular#52. RATHJENS,RICHARD and Roger Funk.1984.Guide to Turf,Trees and Ornamental Fertilizat;on.Weeds,Trees&Turf Magazine (October). SMITH,ELTON M.,1978.Fertilizing Trees and Shrubs in the Landscape.Journal of Arboriculture:4(7). This Standard was revised in 1987 with the assistance of: Dr.Elton M.Smith,Ohio State University,Columbus,OH i I C-5 GUYING NEWLY TRANSPLANTED TREES Dave Field Training-"Cabling and Bracing Practices", �y R Method i A.Sween and W.A.Jeffers; Decem r 1976 Se - The preferred method of guying trees over 6"D.B.H.is Preformed Line Products Co. (literature),660 Beta Drive, the use of three or more cables with turnbuckles or com Mayfield Village,Ohio 44143 pression springs,attached to the tree by lag screw hooks or A New Tree Biology: Facts,Photos,and Philosophies on eyebolts,and secured to sunken deadmen.Attachment to Trees and Their Problems and Proper r b Alex L. the tree shall be made at or above a point one-half the 4 nbow Y. Dur- height of the tree.Lag screw hooks should be spaced 8-10" ham, 5 w H and Trees,Associates,4 Denbow Road,Dur- apart vertically.In some cases,if the location and the tree ham,New Hampshire,03824.1985 lend themselves,cable covered by 3/4"rubber hose and Arboriculture: "Care of Trees Shrubs and Vines in the la cured around the lowest crotch may be substituted for g Lan scape', y b Ric h a d W.Harris,Prentice Ha ,—In Deadmen may be,made from black locust, catalpa, ®Copyright 1985 cedar,or other decay-resistant wood.Deadmen shall be a National Arborist Association,Inc. minimum of four feet in length,6 inches in diameter,and 174 Rte.101 be buried a minimum of 4 feet.Commercially available Bedford,NH 03102 earth anchors may be substituted for deadmenif manufac- turer's instructions are followed. Deadmen or other ground anchors shall be located no closer to the trunk base than two-thirds the distance from the trunk base to the height of the cable attachment to the tree. Wire or cable should be marked by colored plastic rib- bon "flags"or other suitable material and never placed across paths,etc. Method 2 When guying trees less than 6" D.B.H., wire may be substituted for cables.When wire is used,each attachment shall consist of 4to 6 pieces of number 10gauge wire,hose covered,wrapped upon itself once and returned to the ` ground anchoring&!vice as in Method 1 above. Since the hose and wire will eventually girdle the tree trunk,thewire should be checked after each year's growth and adjusted or removed after the second year. Wire or cable should be marked by colored plastic rib- bon"flags"or other suitable material to prevent accidents. Specifications for the guying and staking of newly trans- planted trees,6"in diameter or smaller,are published in Landscape Specification Guidelines for the Metropolitan Washington Area,and are available from the Landscape Contractors Association of Metropolitan Washington,1909 S.Fallsmead Way,Rockville,Maryland,20854, (301)424-7970 REFERENCE PUBLICATIONS: National Park Service,Tree Preservation Bulletin No.3 Conference ProceedingL(IML 12th National Shade Tree Conference Transplanting of Trees and Shrubs in the Northeastern and North Central United States, International Society of _ Arboriculture and National Arborist Association. National Arborist Association Rots and Rods,by Robert Felix and Alex L.Shiga,"Journal 174 Rt.101,Bedford,N.H.03102 of Arboriculture",October 1977 0 COp,,p,GM INS B-8 11111111112 C OLLIER ARBOR CARE, INC. � Professional Tree&Shrub Care.since 1937 4223 S.E.88th Ave. • Portland,OR 87266 9 774.9642 INSECT&DISEASE CONTROL•PLANT HEALTH CARE PROGRAMS e PRUNING• FERTILIZING•CONSULTING December 15, 1987 i { .rt,OMMENDATIONS FOR REMEDIAL CARE OF EXISTING TREES AT, TIGARD r . f TOWN SQUARE. I i_ I 1. Annual Inspections: Annual -inspections of the trees shall be made by a qualified arborist to evaluate: 1. Tree condition , i 2. Safety 3. Subsequent pruning and other remedial tree care needs. Inspections should continue for the next five to seven years, or until trees have recovered. 2. Pruning: The branches should be thinned to reduce the wind load, to balance the distribution of branches and to compensate for root loss. The trees shall be pruned to NAA Class I standards. Remove 20 to 35% of the crown, per consultant's directions. The pruning should commence as soon as is practical. Subsequent pruning should be done on an 'as needed' basis, as recommended by a qualified arborist. j i k 3. Fertilizing: The trees should be fertilized with a I complete fertilizer to stimulate root growth and recovery from stress. This should be done annually for I the next five to seven years, or until the trees have recovered. Fertilizing should be done by deep root J (sub-surface) injections, or their equivalent, because + this method also helps to loosen compacted soil. The 1 trees shall be fertilized according to NAA fertilizing standards. 4. Vertical Aeration (drill and fill) : This technique increases soil aeration and drainage of compacted soils due to construction activities. An auger is used to drill 2 inch diameter holes 10 to 20 inches deep in a grid pattern on 2-foot centers under the drip line of I� the trees. No holes should be drilled closer than 3 Lfcensod bg Oregon Stale Department of Agriculture Members:Oregon Association Nurserymen•Landscape Gardeners Chapter,intemat!cnal society of Arboercuhure International Pesticide Applicators Associalion•National Arborist Association i Ma_ a- AIWOR CARE, INC. Professional Tree d snrub Care.since 1937 4223 S.E. 88th Ave. . Portland.OR 97266•,774.9642 INSECT&DISEASE CONTROL•PLANT HEALTH CARE PROGRAMS• PRUNING• FERTILIZING•CONSULTING feet from each tree. Care should be taken to avoid damaging roots. The holes are then filled with coarse masons sand or fine pea gravel The work should be completed before April 1, 1988- 5. Root Aeration for raised grade (soil fill) area using perforated plastic pipe: Specifically, tree number 5 in "group 4 and all of group 5' have had a portion of their zones impacted by root soil fill. Soil fill smothers roots due to lack of oxygen. A root aeration system using perforated pipe will help to bring oxygen back into the covered root zones. t a. Tree *5 of Group 4. Two holes shall be bored under the soil fill and under the road to the south, away from tree #5. The `holes shall be at, or slightly below, the 4-inch perateU plastic pipe s a a nse into the hole. A small rip rap rock wall shall be placed in front of the pipe ends closest to the tree. b. Group 5 trees. Six holes shall be bored under the soil fill and under the road to the north of Group 5 trees. The holes shall be at, or slightly below, the original soil grade and slope slightly downward from south to north. The holes shall be 4 inches in diameter, 5 feet apart and approximately 10 to 15 feet long. A 4-inch perforated plastic pipe shall be inserted into the hole. A small rip rap rock wall shall be placed in front of the pipe ends closest to the trees. 6. Protection from trenching of utilities or irrigation systems: Trenching shall be prohibited within the dripline of the trees. Tunneling should be done where roots over 2 inches in diameter are encountered. 7. Watering: Water trees during prolonged dry periods by methods which prevent surface runoff. Licensed by Oregon State Department of Agriculture Members!Oregon Association Nurserymen+Landscape Gardeners chapter.International Soclety of Arboriculture Intemallonal Pesticide Applicators Association•Nelional Arbodst Association ladowftra 10-44s,-W 111M ARBOR CARE, INC. Professional Tree&Shrub Care,since 1937 4223 S.E.88th Ave.• Portland,OR 97266® 7749642 INSECT&DISEASE CONTROL•PLANT HEALTH CARE PROGRAMS•PRUNING• FERTILIZING•CONSULTING I 8. Lawns: Lawns should not.be established under the dripline of existing trees,; as this could contribute to their decline: 9. Mulching: Apply a two to four inch deep layer of composted bark or chip mulch, under the dripline of the trees. 10.: Protection of Group 4 trees from proposed development: Itismy understanding that there is a proposed building (Pad A) to be developed east of the Group 4'-trees. The following are my recommendations for their protection. a. Establish a limited development line. The proposed development (Pad A) shall be; no closer ' than 25feetto the trunks of Group 4 trees, with no construction activity taking place within that protected area without `'the 'consulting arborist's approval b. Barriers, "such as temporary fencing, shall be placed around and completely encircling Group 4 trees. The barrier shall be placed 25 feet from the trunks of the Group 4 trees. C. Paving to within 15 feet of the trunks of Group 4 ! may be permitted, subject to the following conditions: 1. The root zone of Group 4 trees shall not be I disturbed by construction activities. 2. An aeration system for the root zone shall be installed prior to paving. 3. The lowering of grade below the original soil grade shall not be permitted. 4. All paving within 25 feet of the Group 4 trees will be subject to the approval by the consulting arborist. Lkensod by:Oregon Slate Department of Agriculture Members:Oregon Association Nurseryman•Landscape Gardeners chapter,International Society of Arborlcul,m, International Pesticide Applicators Association+Naticnal A.-bodst Association CULLIER ARBOR CARE,INC. Professional Tree&Shrub Care,since 1937 4223 S.E.88th Ave. •Portland,OR 97266'• 774-9642 INSECT&DISEASE CONTROL•PLANT HEALTH CARE PROGRAMS a PRUNING• FERTILIZING•CONSULTING I would like to offer a suggestion. If Pad A is located further to the north of the proposed site, this would 'then move the development out of the limited development area surrounding Group 4- trees. Please do not hesitate to contact me if you have any questions. I I i t l Terrill Collier Encl. : NAA Standards for Pruning and Fertilizing. I Licensed by.Oregon State Department of Agriculture Members:oregon Msociation Nurserymen•Landscape Gardeners Chapter,International Society of Arboriculture Intsmational Pesticide Applicators Association•National Arborisl Association NATIONAL ARBORIST ASSOCIATION Pruning Standards For Shade Trees ' (Revised 1979) con- These assist YOU in standards are provided m the National Arborist Association ualified to accomplish he Ipruning anies are highly 4 , tract specifications. N.A.A. member comp in compliance with the specifications thC�a eevariations in thisstandaarda other needs. It is recognized that regional practices may d W. P. LANPHEAR, Chairman standard Practices Committee INTRODUCTION n or removal,and equipment used in such performed by tree.workers who, through related training and on-the-job experience,are familiar with the Pruning is to be perfo of work is roved in pruning operations on live trees.This type techniques and hazards of this work including trimming,maintenance, operations.The use of climbing spurs is irons is not app trained personnel or under the supervision of trained damage,public liability and completed opera potentially hazardous occupation and is to be undertaken only by personnel,all of whom are covered with workers compensation,property tions insurance: There are four classes of pruning: CLASS I FINE PRUNING �t Fine pruning shall consist of the removal of dead, dying, diseased, interfering, objectionable,<obstructing, and dell weak branches, as well as selective thinning to lessen wind resistance:The removal of such described branches nks, as well as those is to include those on the main tru inside the leaf area. An occasional branch, up to 112° diameter, as described above, may remain within the main leaf area to its full length when it is not practical to `\\ remove it. COLLAR The following specifications shall apply: a. All cuts shall be made sufficiently close to the trunk or parent limb, without cutting into the branch collar or stub, so that osure can readily leaving undernormalconditions.(Seeldiag am A) Clean start DIAGRAM A cuts shall be made at all times. b. It is necessary to precut branches too heavy to handle to prevent splitting or peeling the bark. B ere c neces- sary, to prevent tree or property es shall be lowered to the ground by proper ropes or e. On trees known to be diseased, tools equipment disinfected with methyl alcohol at 70% are ' c. Remove the weaker or least desirable of crossed or rub- wood alcohol diluted appropriately with water) or Chlorox solution after each cut and between trees bing branches. Such removal should not leave large holes in the general outline of the tree. where there is known to be a danger of transmitting the d. Treatment of cuts and wounds,with tree wound dress- disease on tools. ing, is optional except where open wounds in certaincom rials erand where the callus growth is not already pro- er must be used,and care P f. Old injuries are to be inspected.Those not closing prop- trees may attract insects that carry disease or allow fungus invasion. If such treatment is made, mate ly lly anetely established, should be traced whereP nate. If desired, for cosmetic purposes, the wound non-toxic to the cambium lay may be treated with a thin coat of wound dressing. taken to treat only the exposed wood with a thin coat P of dressing. A-1 g. Where practical, all visible girdling roots shall be CLASS III COARSE PRUNING treated as follows. Coarse pruning shall consist of the removal of dead 1. Cut root at either end diseased or 'obviously weak branches, two inches in 2. Notch root in center with a chisel: diameter or greater, 3. Remove entire root without injuring the bark or parent stem The following specifications shall apply: h. The presence of any structural weakness,disease condi- a All cuts shall be made sufficiently close to the trunk or tions decayed trunk orbranches,split crotches or branches, parent limb;without cutting into the branch collar or, leaving a protruding stub,so that closure can readily should be reported in writing to a supervisor and/or the start under normal conditions. (See diagram A) Clean owner,and corrective measures recommended cuts shall be made at all times CLASS II MEDIUM PRUNING b It is necessary to precut branches too heavy to handle' Medium pruning shall consist of the removal of dead, to prevent splitting or peeling the bark'.Where neces- dying, diseased, interfering, objectionable and weak sary, to prevent tree or property damage, branches branches on the main trunks as well as those within the shall be lowered to the ground by proper ropes or f leaf area. An; occasional branch up to one inch in equipment. diameter may remain within the main leaf area where it is Cr Treatment of cuts and wounds, with tree wound dress not practical to remove it ing is optional except where open wounds in certain The following specifications shall apply: trees may attract insects that carry disease or allow fungus invasion. if such treatment is made, materials a. All cuts shall be made sufficiently close to the trunk or non-toxic to the cambium layer must be used,and care parent limb,without cutting into the branch collar or taken to treat only the exposed wood with a thin coat leaving a protruding stub, so that closure can readily of dressing. I" start under normal conditions. (See diagram A) Clean d On trees known to be diseased, tools are to be cuts shall be made at all times disinfected with methyl alcohol at 70% (denatured b. It is necessary to precut branches too heavy to handle wood alcohol appropriately diluted with water) or to prevent splitting or peeling the bark. Where neces- Chlorox solution after each cut and between trees sary, to prevent tree or property damage, branches where there is known to be a danger of transmitting the shall be lowered to the ground by proper ropes or disease on too!s. equipment. e The presence of any structural weakness,disease con c. Treatment of cuts and wounds,with tree wound dress- ditions, decayed trunk or branches, split crotches or ing, is optional except where open wounds in certain branches,shoult be reported in writing to a supervisor trees may attract insects that carry disease or allow and/or owner and corrective measures should be fungus invasion. If such treatment is made, materials recommended. non-toxic to the cambium layer must be used,and care taken to treat only the exposed wood with a thin coat CLASS IV CUTTING BACK OR DROP CROTCH PRUNING of dressing. Cutting back or drop crotch pruning shall consist of the. d. On trees known to be diseased, tools are to be reduction of tops, sides, underbranches or individual disinfected with methyl alcohol at 70% (denatured limbs. This practice is to be undertaken only in cases of wood alcohol diluted appropriately with water) or utility line interference, or where certain portions of the Chlorox solution after each cut and between trees roots or root 6ystems have been severed or severely where there is known to be a danger of transmitting the damaged,or when there is unusual and rapid tree growth, t; disease on tools: where it is necessary to reduce the top sides or under- e. Old injuries are to be inspected.Those not closing prop- branches, or for specific topiary training or dwarfing. erly and where the callus growth is not already com- The following specifications shall apply: pletely established should be traced where appro- priate. If desired, for cosmetic purposes, the wound a. All cuts shall be made sufficiently close to the trunk or may be treated with a thin coat of wound dressing. parent limb,without cutting into the branch collar or leaving a protruding stub, so that closure can readily f. All girdling roots visible to the eye are to be reported to start under normal conditions. (See diagram A)Clean I a supervisor and/or the owner. cuts shall be made at all times. g. The presence of any structural weakness,disease con- b. It is necessary to precut branches too heavy to handle ditions, decayed trunk or branches, split crotches or to prevent splitting or peeling the bark.Where neces- branches,should be reported in writing to a supervisor sary, to prevent tree or property damage, branches and/or the owner, and corrective measures recom shall be lowered to the ground by proper ropes or mended. equipment. A-2 ' r c. Remove the weaker or least desirable or crossed or rub- h. When cutting back trees, one should have in mind to bing branches: Such removal should not leave large make them shapely and typical of their species. holes in the general outline of the tree. i. On thin bark trees,just enough limbs shall be removed d. Treatment of cuts and wounds,with tree wound dress- to get the effect wanted without admitting too much ing, is optoinal except where open wounds in certain sunlight to the trunk of the tree or the top of large trees May attract insects that carry disease or allow branches Care should be taken with the following fungus invasion. If such treatment is made, materials species: Lindens, maples, beeches, apple, oaks, and non-toxic to the cambium layer must be used,and care other trees susceptible to sunscald,growing indifferent taken to treat only the exposed wood with a thin coat geographical areas. The above damage may be minim of dressing. mized by doing work on susceptible species during the dormant season. e. Old injuries are to be inspected.Those not closing prop- erly and where the callus growth is not already com- j. In lifting the lower bottom branches of trees for under pletely established should be traced where appro- priate. if desired, for cosmetic purposes, the wound pearance, and cuts should not be made so large that may be treated with a thin coat of wound dressing. they will prevent normal sap flow. f. Generally, in reducing size (cutting back), not more k. Periodical drop crotching or cutting back of silver than one-third of the total area should be reduced ata maples, poplars, and other trees with brittle and soft single operation.When cutting back trees, only drop wood is an established practice and has proven crotch as much as necessary. Where practical, avoid beneficial in maintaining the safety of these trees over `All effort should be long periods of growth.Other trees with soft and brittle cutting back to small suckers. made to cut back to a lateral,one-third of the diameter wood growing in different geographic areas may be i of the tut being made. specifically named when it is common practice to con- trol the growth by cut-back. g. In reducing overall size, attention is to be given to the symmetrical appearance.Top is to be higher and sides I. An alternate method in some situations for maintaining reduced in order to maintain a tree-like form. the safety of these trees would be cabling and bracing as described under that standard. TERMINOLOGY BRANCH Wood tissue that forms around the base LIFTING The removal of lower branches for COLLAR of a branch between the main stem and underclearance. t' a the branch.Usually as a branch begins to PARENT STEM The main trunk system of the tree die the branch collar begins to increase in size. PRECUT or The removal of the branch at least 6' PRECUTTING beyond the finished cut, to prevent split- CALLUS New growth made by the cambium layer ting into parent stem or branch. around all of a wound. PRUNING The removal of dead, dying, diseased. CAMBIUM Growing point between the bark and live interfering, objectionable and weak LAYER sapwood. branches in a scientific manner. CLOSURE Refers to the roll of the callus growth SAP FLOW The definite course assumed by sap in its around the wound area. movement through a tree. THE CUT The exposed wood area that remains SCARS or Natural or man-made lesions of the bark after the branch has been removed. INJURIES in which wood is exposed. y CUT BACK Specified reduction of the overall size of SUCKERS Abnormal growth of small branches the ,c2e or individual branches, but may usually not following the general pattern include the overall reduction of the sides of the tree. es well as the top of the ti,-e. THINNING The removal of live branches to reduce DORMANT A condition of non-active growth. OUT wind resistance and to create more Decidious trees are considered to be dor- space. mant from the time the leaves fall until new foliage begins to appear. TOPPING Means the same as Cut Back. GIRDLING Located above or below ground level, TRACING Careful cutting of the bark along the lines ROOTS whose circular growth around the base of of sap flow to encourage closure and to the trunk or over the individual roots be the outline of the wound area. applies pressure to the bark area,thereby TRIMMING: The same as pruning. ' choking or restricting the flow of sap. i National Arborist Association 174 1116 101,Bedford,N.H.03102 A3 v coaraicrrr yeas i I ( NAMNA!_ARBORIST ASSOCIATION r Fertilizing Ornamental res (Revised 1987) INTRODUCTION This standard serves to provide a guide in drafting specifications for the application of fertilizer to shade and ornamental trees as well as a standard of practice.Trees in the forest or commercial nursery,either field or container grown,may have different environmental considerations and are not addressed in this standard. It is suggested that the entire text be read before specifications are developed.All of the following should be included:soil test. type of fertilizer,fertilizer analysis,rate of application,time of year,and method of application. The purpose of fertilizing landscape plants is to maintain satisfactory vigor, promote healthy growth,assist the plant in overcoming the adverse effects of diseases orinsects,or to correct mineral element deficiencies.Plants require at least sixteen chemical elements for proper growth and development.Three of these elements carbon, hydrogen and oxygen —are provided by air and water;the other essential elements are obtained by the roots from the soil.Nitrogen is used in large amounts by plants,is easily leached and often volatile.It may be necessary to apply nitrogen annually or biennially.Variations in methods and recommendations are expected in different regions.Therefore,it is recommended that soil be tested every two to three years.The test will report quantities of chemical elements:calcium,phosphorus,potassium and magnesium.The test will also provide a pH reading,which is a measure of the acidity or alkalinity of the soil.The actual soil pH influences nutrient absorption and plant growth through the effect of hydrogen ions on nutrient availability.Each essential nutrient is only available to plants within a specific pH range. The presence of a chemical element(nutrient)in the soil is no guarantee that it is in a soluble form available for plant absorption. The concentration of hydrogen and associated ions affects soil reaction and the formation of soluble and insoluble compounds. All nutrients must be in solution to be available for root absorption. Foliar analysis for determination of chemical element needs is recommended for trees showing specific nutrient deficiencies.It is possible to have a soil test indicate that adequate levels of all nutrients are present in a soil and still have nutrient deficiency symptoms appear on a plant.The nutrient may occur in a form that is unavailable to the plant.There may also be physical problems within the soil,such as compaction,poor drainage,or poor aeration that can affect nutrient absorption. SECTION A: TYPES OF FERTILIZER I. Organic Fertilizer—is that categorized as derived from a plant,animal or synthetic organic source. Nitrogen (N) occurs naturally in organic fertilizers (manures), and gradually becomes available for plant use as the material is reduced by microorganisms. Synthetic organic nitrogen fertilizers are created by coating urea with sulphur or resin-like materials which make the material slowly available for plant use. Organic fertilizers are characterized by a slow rate of nitrogen release, long residual, low burn and root injury potential, and low water solubility. The higher efficiency of slow release fertilizers means less nitrogen runoff to contribute to pollution of streams and subsurface water.The unit cost of slow release fertilizer absorbed by the plant is actually lower than that of readily available materials. it. Inorganic(Chemical)Fertilizer-is that derived from chemical sources.These nutrients are readily available in the soil and are rapidly soluble,with a short residual period. III. Soluble Fertilizer—is mixed with water and applied in liquid form.Soluble fertilizers may be applied to the foliage,to the soil via the deep root feeding method,or as a oil drench treatment.Soluble fertilizers are usually inorganic and readily available,but may be organic and slowly available.Materials with a limited solubility that dissolve slowly are often listed on fertilizer labels as water insoluble nitrogen—WIN(See EXAMPLE I,page C-5 for WIN calculations).. SECTION R: FERTILIZER ANALYSIS i. New Plantings — use a high phosphorus fertilizer to assist in plant establishment, such as those with nitrogen, phosphorus and potash (N-P-K) ratios of 0-20-0,0-46-0,4-12-4,or 5-10-5. C-1 II. Established Plantings-use fertilizers with N-P-K'ratios of 3-1-2 or 3-1-1 for best response.These formulations may be supplemented with trace elements as local conditions dictate. Nitrogen fertilizers such as 21-0-0, 38-0-0 or 45-0-0 can be applied sf soil analysis indicates no other nutrients are required. Inorganic`(water soluble)nitrogen fertilizers should be applied annually.Very little available nitrogen remains in the soil from year to year,since most of it is either used by plants when available or carried away by water.Synthetic or organic nitrogen (WIN) may be applied biennially due to its slow availability. Phosphorus and potassium are chemically bound to the soil and become slowly available through several growing seasons. They should be included in fertilizer application inmost cases, every 2-3 years in either spring or fall. whichever is more convenient. ! nually.Soil tests every 2-3 years are a must when In light-textured or sandy loam soils,potassium must be applied an using nitrogen fertilizers. SECTION C: RATES OF APPLICATION Importance of Proper Rates- the rates suggested in this Standard should only be used as a guideline for fertilizing trees.Specific soils and foliar test recommendations from university or private testing labs should be followed when available. Good judgement is necessary to determine whether frequency, rate,or methods should vary in given situations.Trees of the same species may respond differently to rates of fertilizer due to location in the landscape,soil conditions, rainfall, and other Environmental factors. Actual fertilizer rates should be adjusted after considering on-site inspections of foliage color,previous stem or twig growth,general health of the tree,or other environmental factors. 1. Transplanting fertilization at time of transplanting is recommended to assist in plant re-establishment and to supply wth because that element moves very slowly in soils.Apply 10 lbs.of phosphate- phosphorus necessary for root gro0-20-20,0-46-0,4-12-4,or 5-10-5 per cubic yard of backfill.A rate of 10 lbs:of super containing fertilizer,such as phosphate per cubic yard is approximately equal to 0.5 Ib.fertilizer per bushel of backfill L Established Plantings- a) Square foot method-For optimum plant growth,it is generally recommended to apply 3 lbs.of actual nitrogen per 1,000 sq.ft.of area under the branch spread of the tree per year,or 6 lbs.every two years. If foliage color, annual growth or general vigor is not normal,increase annual application rate to 5-6 lbs.The surface area under the circular branch spread of a tree can be calculated as follows:Surface area=Radius2 x3.14.The radius is the distance from the trunk to the edge of the branch spread.As an example,a tree with a total branch spread of 36 feet ording to the formula,would equal 18 x 18 x 3.14,or 1,017 sq.ft. would have a radius of 18 feet.The area,acc Considering the recommendation of 3 lbs.of actual nitrogen per 1,000 sq.ft.,one would apply about 17 lbs.of 18-5-11 fertilizer:3.0+0.18 x 16.6 lbs.Caution:If the area under the circular branch spread contains impervious surfaces,such as walks,drives, and foundations, then judgement should be exercised as to whether to use the square foot method for calculation. Reduced soil area does not diminish a tree's need for fertilizer; however, over-application of fertilizer can cause sod and tree root damage.Alternative fertilizing methods may have to be utilized. b) Diameter Breast High (DBH) — Measure the trunk diamater at 41/2 feet above grade. Generally for optimum growth,apply 1/.Ib.actual nitrogen per inch DBH to trees under 6 inches in diameter.The rate can be increased to 112 Ib.N per inch DBH for most trees over 6 inches DBH.Fertilizing trees using the DBH formula results in similar quantities as the surface area method.Using the same 6 inch DBH tree as above and fertilizing with 1/2 lb.actual N per inch DBH would require 16.7 lbs,of 18-5-11: 6 inches(dia.) x 0.5 Ib./inch(rate) =3.0 Ib.(amount of N). 3.0 lb.(amount of N)+0.18(%N in 18-5-11) = 16.7 lbs.of 18-5-11. Caution:With trees growing in restricted areas such as sidewalk strips,planters,etc.the square foot method is preferable to the DBH method. c) Liquid application—Dilute fertilizer solutions should be applied at the rate recommended by the manufacturer according to operating pressure and flow rate of the equipment to be used.Apply sufficient liquid mixture to supply the required rate of fertilizer as determined by the surface area of DBH method. It is suggested that one apply 150 gallons to each 2,000 sq. ft. of surface area. Inject approximately Y2 gallon of fertilizer solution per f injection at Th ft.spacings. C-Z 1. Square foot method:Apply 6 lbs.of N per 1,000 sq.ft.to trees on the lawn using 32-7-7 formulated fertilizer. _ Calculation: 5.0(lbs.N) +,32 (%o N) = 15.6(lbs.32-7-7 fertilizer) 15.6 lbs.fertilizer X 2=31 Ibs,of fertilizer added to each 150 gal.of water. Each 150 gal.of water covers 2,000 sq.ft.if pump pressure is 150 Igs.and injection spacing is 21/2 ft. The pump can be calibrated by counting the seconds it takes to pump'h gallon of solution into a bucket.Each operator should calibrate his pump,counting off the seconds,and use this same count and cadence while injecting the probe into the soil. 2. Diameter at Breast Height Method: Apply 112 Ib.of N per caliper inch to trees on lawn using a 32-10-5 formulated fertilizer. Calculation: .5(amount of N/inch cal-0+.32 (%of N in 32-10-5) = 15.6 Ib.of fertilizer. 15.6 lbs.of fertilizer X 2=31 lbs.of fertilizer added to each 150 gal,of water and applied as per grid above in surface application problem. SECTION ®: TIMING OF FERTILIZER APPLICATIONS All of the following guidelines are subject to regional and climatological differences.Autumn is an ideal time to fertilize,generally after the first hard freeze and until the moisture in the soil freezes and root activity ceases.In the southern areas of the country where the ground does not freeze,root growth in many cases will continue all winter long.Early spring,before budbreak is also an appropriate time.When leaves have fully expanded,fertilizing can continue until early July.However,treatments of readily available inorganic nitrogen between July and September could promote a late flush of growth which may not harden off before freezing temperatures in autumn, and injury could occur. Mid to late-summer fertilizer applications should be limited to correcting specific element deficiency problems: SECTION E: METHODS OF FERTILIZER APPLICATIONS I Surface applications—Fertilizer is placed in a spreader calibrated to apply the proper amount of material per 1,000 sq. ft.Care should be taken to avoid excessive overlapping.The application can be made in either concentric;circles or in linear strips starting 2 or 3 feet from the trunk out to 5 to 10 feet beyond the drip line of the tree. Only fertilizer sources that contain nitrogen alone should be surface applied.Fertilizer should be applied when grass ributed,it should be washed off the grass blades immediately,using a blades are dry.After the fertilizer has been dist lawn sprinkler or irrigation system.Fertilizer remaining on grass blades that become wet following a light rain or dew formation occasionally causes burning. To prevent the soil from becoming deficient in phosphorus or potassium following annual surface applications of nitrogen,it is desirable to add these nutrients as needed according 1 ding t ft it analysis. 6 Without soil reports,the potash(K ONAA suggests phosphorus at 3.6 lbs.of phosphoric acid(P205)per q• potassium per 1,000 sq.ft. Phosphorus will not burn grass if used at recommended rates. Phosphorus should be applied with the drill hole or liquid injection method because it is so insoluble and does not move down to the roots if applied as a surface treatment. Caution:potassium and nitrogen may burn turtgrass when applied at recommended rates. Irrigation of lawn areas should follow surface applications of these fertilizers. i if. Drill Hole Method—The drill holes should be placed in concentric circles in the soil around the tree beginning 2-3 feet art and drill them or more from the trunk and extending 5-10 feet or more beyond the drip line.Space holes 2 feet apart 8-15 inches deep, depending upon the tree species, root growth patterns, and type of soil in the root area. The recommended rate of fertilizer should be uniformly distributed among the holes.Depending on the diameter of the hole,it can be filled following fertilization with peat moss,calcine clay,perlite,small crushed stone,sand,or other sj�il amendment. If the area beneath the spread of the branches is restricted,reduce the application in proportion to the area or number of holes that cannot be made. Use a suitable measuring device and a'funnel to apply the fertilizer in the holes. if desirable in sodded areas,the holes may be closed by pressing from different angles with the heel of the worker's shoe,or by cutting and lifting a plug of grass,filling the hole to within 4 inches of the top,adding soil and replacing the plug.Keep the fertilizer at least 4 inches below the top of the hole in turf areas to prevent burning of the grass by dehydration.Irrigation following fertilizer application will help prevent irAery to turf;however,do not flood the area,as dissolved fertilizer may be carried to the surface and cause turf injury. C-3 r herbaceous plant beds within the root area of trees,care must be taken not When fertilizing trees that contain shrub o to punch holes closer than 6 inches to the crown of small plants.Azaleas and other plants have been injured or killed by fertilizer in holes placed too close to the plants. The opening of the soil that results from use of the drillhole method allows for penetration of both water and air.This increase in soil oxygen supply is often as valuable as the addition of fertilizer. III. liquid Injection Method—Injections using a soil probe or lance should be 2'/z feet apart,and 8-12 inches deep for trees.Begin lance injection 2-3 feet from the tree trunk,and work out 5-10 feet beyond the drip line of the branches. Use a hydraulic sprayer at 100-200 lbs.pressure and a soil lance designed for liquid fertilizer with a manual shut off valve and three orfour horizontal discharge holes at90 degrees in its point,Inject half a gallon of fertilizer solution into each hole.The addition of water to dry soil as occurs during the liquid injection process is an excellent side-benefit. IV. Foliar Sprays—To correct minor element deficiencies,spraying liquid fertilizer on the foliage should be considered, especially for correcting iron deficiency using chelated iron.This method should not be regarded as an adequate means of providing all the necessary mineral el, nts required by major element-deficient plants in the amounts necessary for satisfactory growth. Micronutrient spray applications are most effective when made just before or during a period of active growth,usually from spring to early summer.Response,as indicated by greening of chlorotic foliage and normal growth coming from buds on affected shoots,is usually observed from 2 to 8 weeks aftertreatment, but response time varies.Factors in response time include the plant species,age of plant and its parts,time of year, severity of the deficiency and soil conditions under which plants are growing.One or two applications during the year will generally prevent or control deficiencies, but under some conditions, it may be necessary to make several treatments annually to maintain healthy growth. V. Trunk Injections and Implants These methods are used for specific element deficiencies, particularly iron or manganese,as well as for trees growing where there is restricted soil surface area under the drip liner Injections or implants should be made as low as possible on the trunk.Normally,this is done with a clean,sharp drill of the appropriate size. Capsules should be implanted beneath the bark and completely into the xylem tissue. Early spring before growth starts is the best time for trunk implants and injections.Wound closure is most rapid from spring treatment. A Trees under 4 inches in diameter should not be treated with injection or capsule implants. Do not inject or implant when soil moisture is low as severe foliar burning may,occur. SECTION F: ADDITIONAL FERTILIZER GUIDELINES Proper and timely applications of fertilizer will produce beneficial results on most trees.Newly established trees will grow more rapidly following fertilization with a nutrient or combination of nutrients that previously were present in only limited amounts in the soil.The results are shown in increased leaf size,length of current season twig growth,and more rapid increase in height. Slow-growing tree species may also be stimulated to grow faster by fertilizing. Abnormal leaf color and small leaf size often indicate nutrient deficiencies in the soil.Various colors or patterns of color indicate deficiencies of specific essential nutrients.The leaves of many trees become darker green following fertilization,making them more conspicuous and attractive. Fertilizing can help maintain mature trees in a vigorous growing condition.A vigorously growing tree is more winter hardy and less susceptible to many diseases and insect pests than is a less vigorous tree.Canker-causing fungi occur more commonly in weakened trees.Also,many of the non-infectious tree diseases develop when soil nutrient,oxygen and moisture conditions are unfavorable.Healthy,vigorous trees tend to resist borers,whilethose growing under unfavorable moisture or nutrient conditions are more susceptible to attack by these insects. Established trees weakened by leaf diseases,insect defoliation,mechanical injury,soil compaction,drought,or other causes often show reduced twig and trunk growth or dying of branch ends.Fertilizing may stimulate additional growth so thatthe plant can compensate for the adverse conditions that caused decline. I. To Prevent Plant Injury—Avoid use of lawn fertilizer/herbicide combinations where the roots of desirable and sensitive vegetation could pick up herbicide.Herbicides for use around trees should be applied separately at the rates suggested on the label. II. Fertilizing Sensitive Plants— a) When fertilizing American Beech and broadleaf evergreens,reduce applications of inorganic fertilizers tonne-half the label-recommended rates of fertilizer,or use slow-release materials instead. b) Be aware that over-fertilizing small trees such as flowering crabapples can result in excessive succulent growth. Succulent growth is more prone to fireblight symptoms on susceptible plants such as pear, Jonathan apple and mountain ash. C-4 l ; 4Gertilize in Moist Solis-Fertilizer should always be applied to moist soils to enhance fertilizer uptake,reduce fertilizer injury to plants,-and aid in soil injection or drill hole treatments.If soils are not moist,irrigation should precede fertilization to moisten the plant root zone area.The liquid injection method of fertilizing trees and shrubs will help moisten the soil in the root zone while applying desired nutrients.The benefits of water in dry soil will reduce nutrient as well as moisture stress. IV. 'Fertilizing Excessively Wet Soils Avoid fertilizing trees growing in soil that is excessively wet.The roots in wet soil are often damaged from lack of oxygen caused by the accumulation of toxic gases. Adding fertilizer in any form may contribute to root injury. V. Read the Label-Read the entire label of any fertilizer product before application,and apply per label recommendations. EXAMPLE l Slow release fertilizer is measured by the percentage of water insoluble nitrogen,(WIN)..Use the following formula to determine the percentage of water insoluble nitrogen in a bag of fertilizer. %of WIN x 100 _%of N that is slow release %of total N Example for fertilizer label that reads 32-7-7: Guaranteed Analysis Total Nitrogen (N)....32°'0 Water Insoluble Nitrogen....12.5% Nitrate Nitrogen....2.0% Water Soluble Nitrogen....17.5% Available Phosphoric Acid....7% Soluble Potash....7% %of WIN X 100 lbs.of fertilizer =39% 32%of total N (, 39%of the available N is slow release ,i SELECTED REFERENCES f amentals.Cooperative Extension Service,The Penn State University. KUNNS,LARRY J. 1985.Fertilizing Woody Orn NEELY,DAN. 1980. Tree Fertilizing,Trials. Illinois Journal of Arboriculture:6(10). NEELY,DAN and E.B.Himelick.1971.Fertilizing and Watering Trees. Illinois Natural History Survey Circular#52. j RATHJENS,RICHARD and Roger Fun:.1984.Guide to Turf,Trees and Ornamental Fertilization.Weeds,Trees&Turf Magazine (October). SMITH,ELTON M.1978.Fertilizing Trees and Shrubs in the Landscape.Journal of Arboriculture:4(7). This Standard was revised in 1987 with the assistance of: Dr.Elton M.Smith,Ohio State University,Columbus,OH I 1 is C-5 ! MEMORANDUM CITY OF TIGARD, OREGON TO: Members of the City Council December 14, 1987 FROM: William A. Monahan, Director,-, r Community Development SUBJECT Westwood Corporation A revised landscape plan for- the Tigard Towne Square site has been submitted. The plan was prepared- showing a cul:-out for- the areas around pads A and C. The intent is to have staff and Council approve the-��ad locations lateronce the developer- has plans for actual users. At that time the final landscaping details within the two areas can be determined, Prior to December 21, the staff should have an opportunity to review the remedial care program with the City's consulting arborist. Copies of the maintenance program will be delivered to Council. br/227GD �t 1-2121/8-7 L rd nwne- 1 pa c e i • [f[c L Ill )►(IIIIIIIIIIIIIII(IIgIII III�III III)III I��IITI r I I)7 I l T( 11111111111 �. ( � ( TAT �m I ( ( � IlI_IIIIIIi r I(II -fil�1ll III�I�I�II111 111 1(1 1111II1 71111(1 III III Ilf 1(111110 I Illll(1j11411 , �, I s !- s I I '1 7 I //8! I 1 g I 1 I hIO 1 I11 I 12 y NOTE: IF THIS MICROFILMED - - _I Z $ DRAWING IS LESS CLEAR THAN - AW Ww THIS NOTICE, IT IS DUE TO _ THE QUALITY OF THE ORIGINAL -__--__.__. Lt, _ _ _DRANING. 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L 22 3,00 _ 2h•I.SIX r-6 rYi IeE4NIYSD, �ECnO�IOGQ�p6T1'IWa aFl�j4GPS ip66.-ITig Yr1PJJ 511, 1 •....M:,w -7 gc, r R D cDJ T uwa RIS a R rbvlNt vwF uNd oGati 1 s ��N M N LiNI► �- .' .' .. .._� _ '¢$ �$ � .• a`'�' EnY01" RF.NIAIN-Pe4NE Pd DIV•EGIPLb rSY I.pdJD,ARG faexJ.coN'r I I I III 11 I I I I I I ( � I � PIIIIIII"'I'llln I'PI9'I'191yf'PI nplq'lll PI'nplgnrJJNil Vil:pppllllln•Iggn- �- ':�;�-_a�... r r4rt:�v xxss xiar>< D 2 3 4 5 D T rnwi.rs Mn rs qc ' rxss xart¢. t�(w�cn os 1.a xu32 �1i4• - .2 C2 ZL 12 OZ 61-DI�[I pl- LI �I [I 21 II 01-• D [ 'D c . [ 2 r"' .6.Iee6.MDl MARCH 7_�J._,.J- I ,J__ •'__leu Inl .__.. --•1-- -- .IIA 1 -L-- --:T -_.91990 s MEMORANDUM CITY OF TIGARD, OREGON TO: Honorable Mayor and City Council December 18, 1987 FROM: Loreen Wilson, Recorder11i �) SUBJECT: Community Survey Format � Attached is the proposed questions for the Community Survey. This material has been reviewed and edited by Executive Staff and Pulse Research. Should you have any suggestions oi- modifications, please make your notes for`review Monday evening. lwi 2381D 4 Gear Tigard Citizen: YOUR .POLICE QUESTIONS: PARKS AND RECREATION QUESTIONS: opinion is very important to 15. AVAILABLE LAND IS BEING SUBDIVIDED'AT A STEADY RATE. our City's ,future. Please 1. DO YOU FEEL SAFE FROM CRIME AS A CITIZEN OF TIGARD? oke i few minutes to tell Yes, very ...... .•(]1 Not very •• ••••[13 DO YOU FEEL THE CITY SHOULD BUY LAND TO SET ASIDE FOR Yes,somewhat..............[12 Not at all............[14 CREATING ADDITIONAL FUTURE PARKS? L]2 -us what you think. Help us .[11 No...... ...••• Yes........ .. serve you a little better. The results` of this survey 8. OF THE FOLLOWING POLICE SERVICES, PLEASE WITH AND THE THE 16 WHAT IS YOUR PREFERENCE RELATING TO CITY PARKS? will be u�P^_ b, the City in THREE THAT YOU ARE MOST SATISFIED WITH AND THE LEAST SATISFIED? (Please check up to 3 in each column.) (check ONE ONLY) [11 budge: and service ,level MOST LEAST A few large parks (ie: Cook Park) •••• decisions. m.prevention Programs .•[]1 []1 More medium-sized neighborhood parks (re Jack Pk)[J3 Please fold the survey so - ....[]2 []2 Many small local parks 0 e Tot Lots) • .(14 . that the Pulse Research Pubic Nuisance (noise control) [13 C]3 No preference................ Neighborhood Crime Watch. address is showing on the Traffic control, crime prevention []4 []4 postage-paid reply area, staple and put in any mail Neighborhood patrol..•••• .C]5 [75 17. WOULD YOU SUPPORT A FIVE YEAR TAX LEVY AT 15 CENTS/ Burglary investigations.. [36 [76 $1,000 OF ASSESSED VALUE TO FUND SOME IMPROVEMENTS box by 1/22/88. _Thank you AND THE PURCHASE OF LAND FOR FUTURE CITY PARKS' Narcotic Enforcement Program .. .[]1 [71 for completing this survey. Yes, definitely .......[ll Maybe "•[]3 Tigard city Council Serious crime investigation prevnt! n/ •.•••. •178 [78 .:••[l4 -. Yes,probably..........[72 No......... Community crime prevention/education X710 (710 Response time.. ••• DEMOGRAPHIC QUESTIONS:` School Resource Officer Program............011 []11 18. THE TUALATIN HILLS PARK AND RECREATION DISTRICT [712 []12 LEVIES A TAX OF ABOUT $1.41/$1,000 OF ASSESSED VALUE 1. WHAT IS YOUR SEX? Other ($102.90/year average household). ESTIMATES ARE THAT-- Male............ ....(]1 L72 THE CITY OF TIGRRD COULD PROVIDE A LIMITED RECREATION Female............... 9. GREATER TRAFFIC ENFORCEMENT EQUATES TO LOWER CRIME PROGRAM FOR 15 CENTS/$1,000 OF ASSESSED VALUE ($10.50. AND ACCIDENTS. BASED ON THIS, WOULD YOU BE LIKELY TO per year average household). WHICH OF THE FOLLOWING 2: WHAT 15 YOUR AGE' SUPPORT ADDITIONAL POLICE DEPARTMENT TAXES TO INCREASE TRAFFIC ENFORCEMENT? WOULD YOU FAVOR? Under 25....... ....•(71 ......[]3 A full city recreation program (15 cents/$1,000)..[]1 Yes, definitely........Ell Maybe......... . 25-34.... ...•.•••••[l2 [72 No....................[14 A limited recreation program (15 cents/$1 000) .[12 .........[]3 Yes, probably.......... ..[73 35-44.....: Facilitate volunteer programs only 45-54.... ••[74 No city tax supported recreation programs []4 55-65.... ...........(75 LIBRARY QUESTIONS: ..[15 Don't know........... ............... ......... Over 65.............[76 � 10, IF YOU WOULD LIKE TO USE THE LIBRARY MORE OFTEN THAN YOU D0, WHAT ARE THE PRIMARY REASONS WHY YOU DON'T? TRANSPORTATION QUESTION 3. HOW LONG HAVE YOU LIVED S. IN THE TIGARD AREA? (check ail that apply) Under 2 years........Ell Don't need library services any more often. ••..[]1 19• 1F LIMITED STREET FUNDING CREATED SPENDING CUTS, IN Have transportation problems in getting there ..[12 WHICH OF THE FOLLOWING AREAS Do YOU FEEL CUTS SHOULD 3 to'5 years ` .....[12 BE.MADE. 6 to 10 years........C13 Library is too far from where l live.....•• ••[]3 + SELECT THE THREE AREAS THAT YOU MOST FEEL Another library is closer to where I live.........[14 CUTS SHOULD BE MADE (check THREE ONLY) Over 10 years........[14 Street sweeping........Ell Street signs .........C]6 Library doesn't have the books/periodicals I need.[36 pothole patching [12 Neighborhd st. lights.[]1 4. HOW OFTEN DO YOU VOTE? Library isn't open late enough... .L76 g.. .... Library isn't open early enough.. ........ .[]1 New pathways...........[]3 Arterial street lights[18 Every election.......Ill ood/hei ful.........[18 New traffic signals....(]A Asphalt overlays......[19 Most elections.......[72 Don't feel the staff is very g P [19 ....[73 Other Intersection improvmt []5 other_ Elio Some elections . Never vote...........[]4 20. WHICH OF THE FOLLOWING STREETS DO YOU FEEL SHOULD 11. WHAT INCREASED HOURS DURING WHICH DAYS WOULD BEST HAVE THE HIGHEST IMPROVEMENT PRIORITY? (pick 3) `5. WHAT AREA DO YOU LIVE IN, SERVE YOUR NEEDS? (check all.that apply) Inter- (OR WORK, IF BUSINESS)? Open earlier....... •••[ll -Stay Open_later.......112 Widening Surface section (see map on page NES WHICH DAYS: Durham Road (City/State owned) [11 112 [73 NPO#1 and#page #...(]1 Monday-Thursday........(13 Saturday..............[15 Greenburg Road (City owned) ql [12 []3 Friday L]4 Sunday.............. (76 NPU#3...............[]2 y"""""" Hall Blvd. (State owned) 131 172 [33 NPO#4.••••••••••••••[]3 12. CURRENT T CITY LIBRRRY FUNDING COMES FROM 2 PRIMARY Pacific Hwy. (State owned) []l []2 []3 NPO#5...............[]4 SOURCES: HALF FROM THE COUNTY LIBRARY LEVY (WHICH Walnut (County owned) []1 []2 []3 NPO#6...............L15 ALL OF US PAY AS COUNTY RESIDENTS) AND HALF FROM THE Other [71 (]2 []3 NPO#7••••••••••••••'(16 CITY OF TIGARD. IF THE NEXT COUNTY LEVY FAILS, WOULD NPO#8/Metzger CPO...[17 YOU SUPPORT REPLACING THOSE COUNTY FUNDS WITH A CITY 21. GIVEN THAT TIGARD IS ONE OF THE FASTEST GROWING CPO#4 Bull Mtn......118 LEVY AT THE SAME OR LOWER RATE FOR JUST THAT PURPOSE? CITIES IN OREGON AND THAT THE GAS TAX DOESN'T COYER Yes, def initely.......L7i Maybe.................113 ROAD IMPROVEMENTS, WOULD YOU SUPPORT A 10 YEAR ROAD GENERAL SATISFACTION: Yes, probably.........(12 No....................C]4 BOND OR LEVY OF 85 CENTS/$1,000 OF ASSESSED VALUE TO.i BE USED FOR IMPROVING SPECIFIC MAJOR CITY STREETS? 6. PLEASE RATE YOUR SATIS- ! DOWNTOWN CITY CENTER QUESTIONS: Yes, definitely........Ell Maybe... p3 FACTION WITH FOLLOWING Yes, probably..........[32 No...... ... ..[l4 ry CITY-RELATED FACTORS, ON 13• WHAT TYPES OF BUSINESSES WOULD YOU LIKE TO SEE LOCATE A SCALE OF 1 TO 5: IN DOWNTOWN TIGARD; BUSINESSES THAT YOU WOULD 22. WHAT DO YOU FEEL ARE THE MAJOR PROBLEMS'FACING THE )-NOT AT ALL SATISFIED; PATRONIZE? (check ALL that apply) CITY OF TIGARD IN THE FUTURE: (Use additional paper - 5-VERY SATISFIED: Fine dining restaurant.[]) Gift shop.............[]6 if needed) City Hall staff: Movie theatre complex..[]2 Gourmet bakery........[17 Friendliness........._ Discount dept. store...[]3 Financial services....Els Promptness at counter_ professional services..[]4 Recreation facilities-E39 - Ability to assist you_ Specialty grocery......[]5 Other,_-.- []l0 Officials effectiveness: City council......... 14, DO YOU FEEL THAT A SEPARATE (NOT FROM GENERAL FUND 23. ANY OTHER COMMENTS FOR THE CITY OF TIGARD: (Use - City Administrator..._ I TAXES) FUNDING MECHANISM SHOULD BE CREATED TO SUPPORT additional paper if needed) Staff generally......_ IMPROVING THE CENTRAL BUSINESS DISTRICT? h City Government: Yes, a tax bond........................ .. .[]2 Services in general,._ Yes, a tax levy........................ Management of growth._ Yes, urban renewal tax increment....... . [,3 Handling annexations,_. No............................................ Dear, Tigard Citizen: YOUR opinion is very import- POLICE QUESTIONS: ' ��" ant to our City's future. Please take a few min- 1. DO YOU FEEL SAFE FROM CRIME AS A CITIZEN OF utes to tell us what you think. Help us serve you T.IGIRD? a little better. The results of this survey will Yes, very..........[]1 Not very.......[]3 be used by the City in budget and service level Yes, somewhat......(12 Not at all.....(14 decisions. ' Please fold the survey so that the Pulse Research 8 OF THE FOLLOWING POLICE SERVICES, PLEASE IN- address is showing on the postage-paid reply area, staple and put in any mail box by 1/22/88. Thank DICATE THE THREE THAT YOU ARE MOST SATISFIED you for completing this survey. WITH AND THE LEAST SATISFIED? (Please check Tigard City Council up to 3 in each column.) MOST.LEAST ----- ---- ------ DEMOGRAPHIC QUESTIONS• Crime Prevention Programs.... ....[71 [71 Public Nuisance (noise control)....[12 []2 1. WHAT IS YOUR SEX? Neighborhood Crime Watch...........[13 []3 Traffic control, crime prevention..[14 []4 Male.......... []1 Female.............[12 Neighborhood patrol................115 []5 2. WHAT IS YOUR AGE? Burglary investigations .... ..[]6 []6 Under 25.........Ill 45-54..............[]4 Narcotic Enforcement Program.......[]7 []7 25-34............[]2 55-65..............[75 Serious crime investigation........(18 L]8 35-44............[]3 Over 65.............[]6 Community crime prevention/ education......................[l9 119 3. HOW LONG HAVE YOU LIVED IN THE TIGARD AREA? Response time............... .....[]10 []10 Under 2 years....[]1 6 to 10 years......[]3 School Resource Officer Program....[111 []11 3 to 5 years.....[]2 Over 10 years......[]2 other []12 []12 I`,...0 cj�04[-- �P G .v+tiCA-G,z.acc�' OFTEN DO YOU VOTE? 9. TRAFFIC EN *EMENT TO LOWER 4. HOW CRIME AND ACCIDENTS,? D Every'election...Ill Sane elections ....[l3 OLICE �n IM)st elections...[]2 Never vote ......[12 N EPARTM - 5.- WHAT AREA 00 YOU LIVE IN, (OR WORK, ' IF BUSINESS)? Yes, definitely....[]1 Maybe..... ...[]3 (see map on page #5) Yes, probably .....[]2 no................[]4 NPO #1 and #2....[]1 NPO #6.............[]5 NPO #3...........[12 NPO #1.............[]6 LIBRARY QUESTIQNS: NPO #4...........[13 NPO 98/Metzger CPO.[71 IBRARY MORE OF- NPO #5...........[]4 NPO #4 Bull Str.....[]8 10. IF YOU WOULD TEN THAN YOU D0,90, i...ILIKE OTUARETTHE HE LPRIMARY REASONS GENERAL SATISFACTION: WHY YOU DON'T? (check all that apply) 6. PLEASE RATE YOUR SATISFACTION WITH FOLLOWING Don't need library services any more often.[ll CITY-RELATED FACTORS, ON A SCALE OF 1 TO 5: Have transportation problems in getting 1-NOT AT ALL SATISFIED; 54ERY SATISFIED: there......................................[]2 City Hall staff: Library is too far from where I live.......(13 Friendliness......................— Another library is closer to where I live..[]4 Promptness at counter.............— Library doesn't have the books/periodicals Ability to assist you.............— I need.....................................[l5 Official's effectiveness: Library isn't open late enough.............[36 City Council......................— Library isn't open early enough............[17 City Administrator............. Don't feel the staff is very good/ Staff generally ... helpful....................................[]8 City Government: Other 19 Services in general...............— Management of growth ..........— Handling annexations.............. 11. WHAT INCREASED HOURS DURING WHICH DAYS WOULD 16. WHATIS YOUR PREFERENCE RELATING"TO CITY BEST SERVE YOUR NEEDS? (check all that apply) PARKS? Fr Open earlier.......[]I Stay Open later...(12 (check ONE ONLY, WHICH DAYS: A few large parks (ie: Cook Park)..........(11 Monday-Thursday....(13 Saturday..........(15 More medium-sized neighborhood parks die: Friday.............(14 Sunday............(16 Jack Pk)...............................[]2 Many small local parks(ie: Tot Lots)......(13 12. CURRENT CITY LIBRARY FUNDING COMES' FROM '2 No preference....... ......................[]4 PRIMARY SOURCES: HALF FROM THE COUNTY LI- BRARY'LEVY (WHICH ALL OF US PAY AS COUNTY 17. WOULD YOU SUPPORT A FIVE YEAR TAX LEVYAT15 RESIDENTS) AND HALF FROM THE CITY OF TIGARD. CENTS/$1,000 OF ASSESSED VALUE TO FUND SOME IF THE "NEXT COUNTY LEVY' FAILS, WOULD YOU IMPROVEMENTS AND THE PURCHASE OF LAND FOR SUPPORT REPLACING THOSE -COUNTY FUNDS WITH A FUTURE CITY PARKS? CITY LEVY AT THE SANE OR LOWER RATE FOR JUST Yes, definitely....[11 Maybe.............[13 THAT PURPOSE? Yes, probably......(12 No................[14 Yes, definitely....[]) Maybe.............[13 Yes, probably......[12 No................(14 18. THE--TUAUTM-RILL ND RECREAT - y TRIGT-L_EV-IES-A TK"F--ABOUT 77$1-, II0 OF DOWNTOWN CITY CENTER QUESTIONS: ra 1 'a�(r- ASSESSED-afALUE-( O2—."ear-averag"ouse- Ci -G- hold), EST4MATES--ARE-THAT fHE-C-HY-BF--VIGARO 13. WHAT TYPES OF BUSINESSES WOULD YOU LIKE TO, ' COULD -PROVIDE-A- tIMITEO-RECREAfi'lON-PROQRAM SEE LOCATE IN DOWNTOWN' TIGARD; BUSINESSES i �t EOR-15_-EENTVt1 r D`VAtU 1 -50 THAT YOU MOULD PATRONIZE? (check ALL that,�1 per-year--average----household}. ICH F HE aPPly) t r - FOLLOWINGrWOULD YOU FAR1"r�. , Fine dining A full city reeatii`o' program restaurant.........[11 Gift shop........[] 6 (75 cents/$1,000) ....................[]l Movie theatre Gourmet A limited recreation program complex............(12 bakery...........[] ? (15 cents/$1,000)......................[]2 r Discount dept. Financial Facilitate volunteer programs store..............[13 services.........[] 8 ;only....... ..........................[]3 Professional Recreation No city tax supported recreation services...........[14 facilities.......[] 9 programs...............................(14 Specialty grocery..[]5 Other []10 Don't know.......... ......................[J5 14. DO YOU FEEL THAT A SEPARATE (NOT FROM GENERAL TRANSPORTATION QUESTIONS: FUND TAXES) FUNDING MECHANISM SHOULD BE CRE- ;V",4, ATED TO SUPPORT IMPROVING THE CENTRAL BUSI 19. 0 LIMITED STREET FUNDINGS G NESS DISTRICT? EW, IN WHICH OF THE FOLLOW ING A DO YOI� Yes, a tax Q)�^ FEEL C�H6E3L�-BE- 7 l�:�,�rX�2s.. 0I 1 '. HOUtD-BE Yes, a tax levy , .`...........[]2 MADE•:- (check THREE ONLY) Yes, urban -' ...........[]3 Street sweeping.....[11 Neighborhd st. No.........................................[]4 Pothole patching....[12 lights...........[] 7 till,v1 New pathways....... []3 Arterial street PARKS AND REGREATION QUESTIONS: or,,n�,-'(�. New traffic signals.[]4 lights...........[] 8 Chi Intersection Asphalt over 15. AVAILABLE LAND IS BEING SUBDIVIDED AT A �� improvmt............[15 lays.............[] 9 STEADY RATE. DO YOU FEEL THE CITY SHOULD BUY R Street signs........[16 Other []10 LAND TO SET ASIDE FOR CREATING ADDITIONAL I FUTURE PARKS? Yes................[]I No................[12 �. 1 20. WHICH OF THE FOLLOWING STREETS DO YOU FEEL SHOULD HAVE THE HIGHEST IMPROVEMENT PRIORITY? (pick 3) Inter— Widening Surface section Durham Road []1 [12 []3 (City/State owned) Greenburg Road []1 ' [12 []3 (City awned) Hall Blvd. []1 []2 []3 (State owned) Pacific Hwy. []1 [12 []3 " (State owned) Walnut []1 []2 []3 (County owned) Other []1 []2 []3 21. GIVEN. THAT TIGARD IS ONE OF THE 'FASTEST GROWING CITIES IN OREGON AND THAT THE"GAS TAX DOESN'T COVER ROAD IMPROVEMENTS, WOULD YOU SUPPORT A 10 YEAR ROAD,BOND OR LEVY OF 85 CENTS/$1,000 OF ASSESSED VALUE TO BE USED FOR IMPROVING SPECIFIC MAJOR CITY STREETS? Yes, definitely.:.:[]) maybe..........113 Yes, probably......[12 No.............[14 22. WHAT DO YOU FEEL ARE. THE MAJOR PROBLEMS FACING THE CITY OF TIGARD IN THE FUTURE: (Use additional paper if needed) 23. ANY OTHER COMMENTS FOR THE CITY OF, TIGARD: (Use additional paper if needed) i r, CITY OF TIGARD OREGON COUNCIL AGENDA ITE,, SUMMARY December 10 1987 1987 DATE SUBMITTED: December OF: December gtreetliahting PREVIOUS ACTION: ISSUE/AGENDA TITLE: ---= PREPARED BY: John Acker Polic Re ort REQUESTED BY: William`Monahan DEPT HEAD OK �a.ri?'1^CITY ADMIN 01 _ POLIC' adopt explicit are: 1) should the City certain streetlighting � should the City require Issues involved in procedures; should there __— lighting standards and p and pole types - what options should be considered t es for certain situations or locations; 3) luminaire policy; and A) be a standardized ownership for 'cost containment, INFORMATION SUMMARY S policy for accepting ort on the City' p would return with staff presented a report stated then that we In September, s stem. streetlights into the City : y tions for cost containment methods. , an evaluation of system costs and op es what our current streetlight system consists of and what This report discuss d le to discuss the specifics of well as issues that should be considered when discussing u our, costs are, ashting system. Staff is avail of overall streetlig our input, further alternatives wlr�cessev evaluated the report. Based upon y the budget p report' is also attached for your information. proposalsreport. submitted for consideration during the September 28th ----=- ALTERNATIVES CONSIDERED 1 Review and discuss the report with staff. FISCAL IMPACT Information only. SUGGESTED ACTION Review and discuss the report with staff. Provide direction to staff as to further action. sb/2212D , .f u STREETLIGHTING I. Current System As of September 1987, the public str•eetlighting system consisted of 1833 luminaires of various wattages. Six hundred one of these lamps are owned, maintained and supplied - with powerby PGE (option "A"). The remaining 1,232 lamps are owned by the City but maintained and supplied with power by PGE (option "B"). The cost for all luminaires was $13,192.60 for the month of September 1987 (see attachment A for a breakdown of lamp wattages, types, "and-costs). The system also includes 1,260 poles or posts to support the lamps. Sixty-five poles are owned and maintained by PGE, while 1,195 poles are owned by the City but maintained by PGE. [NOTE: There are fewer poles than lamps because PGE does not charge for transmission poles on which streetlights are incidental.] The maintenance and capital cost for poles was $1,281.18 for the month of September 1987. (Attachment B). The monthly costs for the entire system varies with new streetlight installations and removal or replacement of old luminaires The following is a billing history of the past 12 months. Month Amount Paid November 1986 $13,397.49 December 1986 13,295.15 January 1987 13,242.36 February 1987 13,275.69 March 1987 13,254.96 April 1987 13,191.89 Y May 1987 13,318.93 June 1987 13,295.31 July 1987 13,333.99 August 1987 13,565.35 September 1987 14,473.78 October 1987 13,979.81 12 MONTH TOTAL $161,624.71 There are three street lighting districts within the area of Northeast Metzger recently annexed to Tigard. Residents have paid for these through June 30, 1988 in their property taxes. The City will not get any significant per capita revenues until 1988-89. The City will begin making operation and maintenance payments for these lamps on July 1, 1988. Currently, developers of new subdivisions are required to install streetlights. Developers are directed by engineering staff to have PGE design the streetlight system according to Illuminating Engineering Society (IES) standards. These standards apply to the amount of light on roadways of particular classification (local, arterial, etc.), with consideration given to such variables as lamp type and wattage, uniformity, spacing, mounting height, and traffic conflict areas. Systems designed to IES standards provide optimal visibility for traffic safety. Page — 1 `A Within the preceding parameters, developers are allowed to select from standard PGE, luminaires and poles as desired (attachment "C"). Recent developmentstypicallyinstall 70 watt Town-& County fixtures on 16 foot fiberglassposts. The installed and operational streetlight system is dedicated to the City along with a sum estimated to operate and maintain the system for 24 months. Upon'dedication, the streetlights and posts become part of the City-wide system and the City assumes responsibility . for operating and maintaining them. The dedication requirement and illumination standards have historically been City; policy but neither is explicit in the Community Development Code. II. Issues Issues to be addressed in assessing our current systemprocedures are: 1) need for a streetlight system; 2) luminaire type and pctype; 3) ownership of the system and; A) ongoing costs to the City. 1. "The purpose of roadway lighting is , to create; an environment conducive to accurate, comfortable seeing which will promote improved traffic safety, effective traffic movement, and adequate pedestrian safety under all types of weather conditions," - The Illuminating Engineering Society Application Book There seems to be little debate that -streetlighting enhances road safety', but other public benefits are less easy to determine. Although no studies have proven conclusively that streetlighting is a deterrent to crime, -there is at least the perception among many that increased lighting equates to greater security. Local real estate appraisers declined to put a`dallar figure on - property values related-to the existence of streetlights, saying ot een proven in that d streetlight value nbe rket ealtorsdo agree that lack of streetlightsmaya Appraisers and App the market for a particular piece of property. 2. Streetlights in recent new developments are typically 70 watt Town & County style luminaires mounted on 16 foot fiberglass posts. The probable reason for this choice is the Town and Country's aesthetically pleasing day-form and night-form appearance. In addition, this combination is relatively inexpensive when coupa red uminaire which is the other "stylish" to the rectangular box l standard PGE fixture. The design of the Town & Country fixture allows fora more even 3600 distribution of light, rather than concentrating light on the roadway as is typical of most streetlights. This design has both advantages and disadvantages. The 3600 lighting pattern can allow sidewalk lighting and some yard light, depending on placement and wattage. The non-cuttoff design also allows pasts to be more widely spaced. On the other hand, without proper prismatic refractors, or Page - 2 good placement, this same feature can cause "light pollution" on private property. These luminaires are also seen as less efficient (i.e. _ less illumination on the roadway per lumen produced), for purely roadway lighting purposes. Alternatives to the Town & Country are rectangular box or cobra head. The rectangular box is an aesthetically pleasing, modern style luminaire with an asymmetrical light distribution pattern. This design comes in either cutoff (flat lens) or semi—cutoff (drop lens) styles. Both styles are more directed to the roadway but the semi-cutoff would allow awider light distribution. The only available'wattage for residential use is 100 watt which normally are mounted on 25 foot poles. , These luminaires are more efficient for roadway lighting than the Town & Country but capital cost is more and, because rectangular box luminaires are only available in 100 watt, maintenance and operations costs would be greater. The cobra head is a more functionally designed luminaire that has been In use for many years. The cobra head alsocomesin a cutoff or - semi-cutoff style, within similar characteristics as the rectangular box The luminaire comes in either 70 watt or 100 watt; either is mounted on'a 25 foot pole. The cobra head would be more efficient for purely roadway lighting purposes, and capital and maintenance costs are similar to that of the Town & Country. The main drawback of this luminaire is that to some it is non-appealing in it's day-form appearance. For that reason, cobra head luminaires are normally used on through traffic streets and highways. If we require streetlighting systems to be designed in accordance with accepted standards, it would be logical to assume that we have optimal lighting on our roadways. Operation and maintenance cost is determined by wattage which is also determined primarily by design standards.' Appearance standardization, then, would seem to be the only reason for requiring particular luminaires in certain situations or locations. 3. There are three options for streetlight luminaire ownership and PGE maintenance, known as options A, B, and C. Under option A, owns, maintains and supplies power to the luminaire. Option B is for maintenance and energy supplied to luminaires owned by the customer. Option C is for the furnishing of electric energy to luminaires owned and maintained by the customer and installed only on customer owned poles. Of a total of 1,233 luminaires that compose Tigard's streetlight system, 1,232 (63X) are owned by the City under option B. The remaining 601 luminaires are owned by PGE under option A. The City has no option C luminaires. The City also owns 1,195 (95X) of the 1,250 poles used to mount the luminaires, excluding PGE poles that hold incidental streetlights for which there is no charge. All poles are maintained by PGE. All new residential streetlight installations come into City jurisdiction under option B, with the City responsible for operation Page — 3 - and maintenance costs. New streetlights that are not are responsibility of a developer (i.e. , along. arterials), individually evaluated to determine if the luminaire and pole will ; be purchased (option B) or "rented" (option A). The advantage to option A is that capital expenditure is deferred into monthlypayments over the life of the system. Option B' would " ital expenditure but monthly costs would be require initial cap res and poles reach or exceed their reduced and, assuming the luminai functional life expectancy, a payback pointwould be reached Payback period would depend on the cost differential of option A and option B monthly charges and purchase price of the chosen luminaire. 4. The two major economic factors pertinent to streetlighting are operating cost and maintenance cost. - The third, and increasingly Tess important ,factor is capital equipment costs. In September 1987, the capital cost recovery portion of option A luminaires € accounted for only 11.5% of the total month's luminaire cost. This i does not consider initial equipment purchase either by the City or _Developers, but it does indicate sources of'continuing costs. The following are options for long term streetlighting cost containment. Any of these approaches could potentially reduce streetlight expenditure; computation of potential saving amounts, if any, and payback times would require further analysis. a Conversion E All new streetlight installations within PGE's service area use High Pressure Sodium (HPS) lamps. HPS lamps are much more efficient than Mercury Vapor (MV) lamps and, therefore, are less expensive to operate. For example: a 175 watt MV lamp produces 7,000 lumens, while a 100 watt HPS lamp produces 9,500 lumens. (Lumen is a measure of light output). A' 100 watt NPS lamp will cost 'between $1.19 and '$1.44 less per month . to operate than a similar 175 watt MV. The City has 1,094 (60% of the total) MV Tights that were installed prior to common HPS usage. Conversion of these luminaires to lower wattage but more efficient HPS luminaires could potentially save the City $1,838.31 per month. These Operational savings cannot, however, be realized without initial conversion expenditures. The cost of conversion of an option A luminaire is computed by taking the book value of the MV luminaire being replaced (purchase price minus depreciation), plus the cost of labor for removal, minus any salvage value for the old luminaire (usually little or nothing). option B conversion costs are the cost of labor for removal of the MV luminaire and for installation of the HPS luminaire, plus the cost of the HPS luminaire .- we retain the old MV luminaires. Conversion costs, then, will depend on the value of MV luminaires,` purchase price of NPS luminaires and the labor rate and time involved in removing and installing new luminaires. Page 4 _+.`:_ ® Delamping Another way to reduce streetlighting expenditure is through removal of streetlights. Removal can be temporaryor `~ permanent,- and initial costs are incurred for either option. Temporary delamping of ,option A luminaires (i.e. , disconnecting power without removal) will reduce monthly expenditures by only the energy costs; the City continues to 'pay capital equipment and maintenance. The City also must pay labor costs for disconnection. Option A permanent delamping would cost the City for removal labor plus the undepreciated value of the luminaire. For temporary or permanent delamping of option B -luminaires,_ costs for removal/disconnection labor would be incurred. For delamping purposes, it is necessary to prioritize streetlighting- needs. There are three basic approaches to prioritize streetlights: 1) Prioritize according to area or street type designations. This prioritized list may have arterials as the highest priority and local streets as the lowest or high traffic commercial areas as a high priority and lower traffic residential areas as a low priority; 2) A 'second approach may list four--way intersections with ail streets four lane as a high priority and midway between lower priority ; intersections as a low priority; 3) The third approach would be a combination of the first two where entire areas or corridors are designated high priority and less important areas can be more specifically categorized. The advantage of the third approach is that entire areas of high priority can be assured of adequate lighting while dower priority areas, except 'during extreme cutbacks, would experience reduced levels of lighting rather than total elimination of streetlights. ® Streetlight Purchase The City currently "rents" 601 luminaires and 65 poles from PGE under option A. Although the capital recovery costs for the option A luminaires is less than 12% of the monthly total, the dollar figure is nearly $1,500. Purchase price depends on the depreciated value of the equipment. Payback period should be considered when determining whether to purchase all or a portion of the option A streetlights. � . o Other Possibilities Reducing the number of hours that some streetlights operate could save energy and reduce costs. There are some technical problems in controlling operating times and metering energy consumption that would require further analysis. Reconfiguration in terms of streetlight location and size could make the system more efficient. This would require a thorough system analysis. br/2122D Page - 5 — Akc E SEPTEMBER 1987 1 OPTION A* UNIT OPTION B** UNIT TOTAL TOTAL LUMINAIRES UNITS COST UNITS COST NUMBER COST 890 5,413.06 175 W MV DELUX WHITE 231 8.22 578 6.08 COBRA HEAD I (21) 175 W MV RECT. -0— 139 6.86 139 953.54 SPACEGLOW'-* (46) � 400 W MV DELUX WHITE 87 13, . 39 11.03 126 1,587.27 s COBRA HEAD (23) � 1000 W MV DELUX WHITE 20 28.94 —0— 20 578.80 COBRA HEAD (24) 2 6.10 321 3.88 323 1,253.24 70 W HPS GE TOWN &—COUNTRY (25) 115 6,10 63 3.88 178 945.94 70 W HPS COBRA HEAD (33) •( 31 4.64 38 193.05 100 W HPS COBRA HEAD 7 7.03 } (34) 10 85.60 100 W HPS'RECTANGULAR; 10 8.56 —0— e BOX, SEMI—CUTOFF (76) 6 i 100 W HPS RECTANGULAR —0 39 4.64 39 180. BOX, CUTOFF (77) 4 5.85 4 23.40 150 W HPS COBRA HEAD —0— (35) A00 W HPS COBRA HEAD 13 14.70 —0— 13 191.10 (37) 200 W HPS COBRA HEAD 116 9.94 18 7.05 134 1,170.60 39 601 1,232 1,833 12.,576.56 TOTALS x OPTION A LUMINAIRES ARE OWNED,�YA�NEAINED AND SUPPLIED CITY BUT MAINTAINED IAND TH PSUPPLIED OWER BY PWITH �t OPTION B LUMINAIRES ARE OWNED POWER BY PGE. •x—x� SPACEGLOW STYLE LUMINAIRES ARE OBSOLETE AND CANNOT BE REPLACED UNLESS USED FIXTURES CAN BE FOUND. ' w A�-'!e�chw►eu�� 8 SEPTEMBER 1987 OWNER TOTAL POSTS/POLES PGE TIGARD UNIT COST COST SLO WOOD POLE < 35' 11 2.58 28.38 (1) ALUMINUM POST (billed as 1 2.58 2.58 wood pole 1) (2) f SLO WOOD POLED 40' to 55' 3 4.90 14.70 PAINTED STEEL POLE 25' 101 3.14 317.14 (7) ALUMINUM POLE, REGULAR 25' 80 1.23 98.40 (8) (54) } ALUMINUM POLE, REGULAR 25' 12 9.64 115.68 € (32) LAMINATED WOOD POST, 695 .48 333.60 NO MAST ARM-< 20' (23) LAMINATED WOOD POST, 30 3.77 113.10 NO MAST ARM < 20' (39) CURVED LAMINATED WOOD 91 .68 61.88 POLE < 30' r ALUMINUM POLE, DAVIT 7 1.39 9.73 TYPE 30' (50) ALUMINUM POLE, DAVIT 9 1.49 13.41 TYPE 25' (52) ALUMINUM POLE, REGULAR 3 1.54 4.62 OR DAVIT 35' (53) UNPAINTED STEEL POLE, 1 2.70 2.70 DAVIT TYPE 30` (51) FIBERGLASS POLE, BRONZE 16' 165 .35 57.75 (58) FIBERGLASS POLE, BRONZE 25' 8 3.86 30.88 (59) ® FIBERGLASS POLE, BRONZE 43 .45 19.35 OR GRAY 25' 60 (62) TOTALS 65 1,195 1,216.94 A+4ucln►�e,�.+�' STANDARD STREET 'LIGHT FIXTURES C HORIZONTAL "COBRA-HEAD" ROADWAY FIXTURE---SEMI-CUTOFF TYPE HORIZONTAL "COBRA-HEAD" ROADWAY FIXTURE---CUTOFF-TYPE ' HORIZONTAL "SHOEBOV RECTILINEAR FIXTURE- SEMI-CUTOFF TYPE HORIZONTAL "SHOEBOX" RECTILINEAR FIXTURE---CUTOFF TYPE EARLY AMERICAN OR TOWN & COUNTRY aPOST-TOP FIXTURE FLOOD LIGHT FIXTURE i- a ammalsam®A1ilsmi4iAR® C STANDARD WOOD STREET LIGHT POLES FOR "COBRA-HEAD FIXTURES FOR POST-TOP FIXTURES Ground Line Ground Line LAMINATED WOOD POLES STANDARD CELLON-TREATED WOOD POLE CENTER-BORED GRAY-PAINTED WOOD POLE i c STANDARD ALUMINUM AND FIBERGLASS STREET LIGHT POLES PRECAST CONCRETE BASE FOR. ALUMINUM POLES - A"w o ALUMINUM ALUMINUM TAPERED DAVIT EXTENDED ARM ALUMINUM. FIBERGLASS FIBERGLASS FIBERGLASS FOR SHOEBOX FOR COBRA—HEAD FOR POST—TOP FIXTURE OVAL TRUSS ALUMINUM SHOE BOX MAST ARM BRACKET 0 FIBERGLASS POLES ARE DIRECT—BURY TYPE tti._ C Cobra Head - Available in cutoff or semi-cutoff in 70w, 100w, 150w, 200w, 400w and 1,000w - (Option C only) HPS. Cost: 70w $235 100w - 265 Rectangular (shoebox) - Available in cutoff or semi-cutoff in - 100w and 150w HPS --400w will. be available soon. Cost: 100w - $410 150w - 413 Town and Country - Available in 70w only. Cost: 70w'- $241 Victorian - An ornamental fixture similar to that used in Portland's Historic Districts may be available in the future. PGE also has a variety of poles/posts available. Fiberglass - ' Available in 16 foot and 25 foot direct burial - more sizes will be available in about 6 months underground only. Cost: 16 ft. - $415 25 ft. 544 Wood - Curved laminated - available in 20 foot and 25 foot direct burial. Cost: 25 ft. -'$616 Straight laminated - Available in 16 foot direct burial. Cost: 16 ft. $552 Creosote pole- Available in a variety of direct burial heights. Cost: 35 ft. - $367 Aluminum Straight pole - available in 16 foot, 25 frct and 30 foot with base. Cost: 16 ft. -'$646 25 ft. -1,244 30 ft. -1,164 Davit Pole - Available in 25 foot, 30 foot and 35 foot with base. Cost: 25 ft. - $1,553 30 ft. 1,240 35 ft. 1,643 The above cost estimates are- one time only for the purchase of identified equipment. -The .expense would be incurred if Option "8" or "C" is chosen fer thefixtures, Option "A" would not require this up-front expense, A'.1 cost include •installation by PGE, but not the costs `incurred by PGE or the City's contractor for getting electricity to the pole. 3.08.010--3.08.020 i the budget document. The total ami of all petty cash accounts 'shall be set forth in ,the', - e schedule. (Ord- 67-71 56, 1967) . Chapter 3.08- € { SUBDIVISION LIGHTING TRUST FUND Sections: ) 3.08.010 Deposit--To be made by subdivider. ' 3.08.020 Established. 3.08.030 Deposit Source of expenditures. 3.08.040 Replenishment and refund provisions. E, 3.08.010 Deposit--To be made by subdivider. In order r to defray the actual costs of electrical energy and mainte- nance.of aintenance.of street lighting facilities installed incident to the l development -of new residential. subdivisions in the city and to assure the availability of funds therefor, each owner, subdivider, developer or other party required-by Title 17 to install street lighting facilities in--new-subdivisions, shall pay to the city -recorder. at the time of approval of the sub- divisive-plat by the planning, commission for recording, aSur' estimated by the •planning`commission to be sufficient-to cr.r��r $ the cost of maintenance and energizing of such lighting facilities for the period beginning with the date that an)' such lighting, facilities are energized and ending twent.v four calendar months later. (O::d. 69-73 §1, 1969) . 3.08.020 Established. There is established a svq ia1 trust account on the city s records to be entitled "suldiri- sion lighting trust fund" which shall be credited with all deposits of funds received pursuant to Section 3.08.010, individually identified as to each subdivision and contribu- tor. The city recorder shall further cause to have the funds deposited in an entrusted account at an authorized bankinq institution within the city and to keep and maintain tht•, account for the purposes defined herein. The accounting procedures with respect to th" funds shall conform to those usual and cuStol"a" .is . •� li.shed for the city's regular accounts In connection with preparation of annual mates for thc: city, the provisions of of s, Section 2": -'M ` and all other applicable provisions of ol:S Section:: :"4 . et seq. (Local Budget Law) Shall be fol lowed. (or,l. �• , 52, 1969) . .l Ei 8. When a neighborhood does not have "City streetlights, the City will assume responsibility`,for maintenance, and energy costs only if the property owners collectively request, by petition, that the City request that PGE install a complete lighting system, to City standard, with the capital cost of the poles and luminaires being borne by the neighborhood.hborhood. The poles and lights must be dedicated to the City prior to the City assuming the costs of maintenance and energy. The rationale behind this position is the City's long standing policy that developers are responsible for all costs related to the impact of their, development. (Subdivisions which have no streetlights were developed- either in , the City before the existing policy was adopted in 1969 or in the County. The developer of the subdivisions was not required to provide streetlights, therefore the cost was not passed on to the consumer. 5. Where new residential development occurs, the developer is responsible for bearing the cost of installing poles and luminaires to serve the area which he develops. The developer also must deposit funds with the City sufficient to cover the I cost of maintenance and energizing such lighting facilities for two years (Section -3.08.010 of the TMC, copy attached) In summary, the City is responsiblefor the cost of energizing the City ,streetlighting system. Any additions to the system will be accepted only if the City assumes ownership for the poles and luminaires. Responsibility for the cost of the poles and luminaires rests with the developer, or, in the case of existing neighborhoods which request new lights, with property owners. The City policy stated above will guide us as we evaluate adding streetlights and streetlight districts to our system. Over the next several months, the staff will review the other elements of the system. We intend to evaluate the costs of the system and determine if changes should be madetr` (1) the City' ownership policy, (2) the type of luminaires used, (3) type poles required in new developments, and (4) the City's position on undergrounding utilities. An analysis of costs will not be valuable without considering the purpose of having a streetlight system. Therefore, the effect of streetlighting on traffic safety, security and crime prevention, property values, and aesthetics will be considered. Our recommendation will also contain alternatives which will assist the Council in determining where streetlights are needed in both a high and low level of .service. Completion of this portion of the study is tentatively i scheduled for January or February. i br/O956D f i 1 rj I; i E MEMORANDUM CITY OF TIGARD, OREGON i September 17, 1987 t T0: Members of the City Council Se p � FROM: William A. Monahan, Director, ✓� j Community Development 1 SUBJECT: Streetlighting Policy i Last April I presented to Council a number of issues related to streetlight <policy. At the time we were questioning how the City should allocate fundsto neighborhoods requesting streetlights n Given the knowledge that fuds for streetlights are limited and may become more scarce, the City needs a priority system to apply. I am suggesting the'following policy: (� 1. The City will pay for the maintenance and energy supplied to all City streetlights which are acceptable to Tigardand PGE at part of our street"and highway lighting progt^am. Included in the system will be assumption by;the City of costs associated with streetlighting districts within areas annexed to the City. u omatic absorption by the City are individual lights 2. Excluded from a t P which were requested from PGE by private individuals who have agreed to { pay for energy costs themselves. Such lights will be evaluated by the City on an individual basis. Streetlights of this type which function ' as part of the streetlighting system, as determined by the City, can be a,--epted by the City. Those lights which do not serve a public purpose, but instead are for the benefit of a private property owner, will riot become part of the City system. Costs of energizing remain with the consumer. 3. The City will evaluate the need for additional streetlights along roadways and at intersections. As funds permit, streetlights will be provided to correct deficiencies in corridor lighting. Priority will be given first to correcting deficiencies at intersections and along arterials and collector roads. Next priority will be given to corridor needs on local roads. 4. Neighborhoods which do not have adequate lighting will be evaluated with City action guided by the following: A. Where streetlights exist in a neighborhood as part of the 0t v system, but additional service is needed, the City will :�+nsi+ier adding new lights to upgrade th+! neighborhood systou to. l:�la standards, funds permitting. The capital cost will be p+id t+y the City in addition to maintenance and oner+ly. CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY AGENDA-0F: September 28,_'1987 DATE SUBMITTED: September 18, 1987 PREVIOUS ACTION:' Discussion in ISSUE/AGENDA TITLE: f Streetlight Polic _ April, 1967 PREPARED BY: "William A. Monahan DEPT HEAD 01(_' e--CITY ADMIN OK REQUESTED BY: LICY ISSUE What is the City policy on providing new streetlights to the City system? INFORMATION SUMMARY The attached memo outlines the City policy for accepting new streetlights into { the 'City syatem. Existing neighborhoods now without streetlights wishing to become part of the system, would be responsible for the initial capital cost while the City will pay for maintenance and energy. Staff will collect additional data for Council consideration in early 1988. ALTERNATIVES CONSIDERED 1. Accept the proposed policy. 2. Modify the policy. 3. Take no action. FISCAL IMPACT ___.__._-._.__..---_..-•-_---�-- Sl1GGEST'ED ACTION Staff suggests that the Council accept the proposed policy. 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'HIM■Bill 111■1 111111■i 34 ■11111111■1111111��111111111■11111111■I�Hill 1■I , 35 n 11■11111111■IIIIIIII�11111111■111Ill 11■11111111■ a 36 111111�IIInn1■11111111■IN HIM 37 ■I 111111■II 1111 IIIIIIII■1!11111 ■11111111■I 38 ■11111111■Il�11 1111111■1111111■11111111■I 39 1■I1111111■I1 Mill�1111111■11111111■1MEMO 01 1■111HIM■Ill 11111011111111■11111111■1111111 ■I Inl■11111111■11111Ill 11111111■111111■1111111■I 42 1 Illllile■IIIIIIll II 1111 ■1111111■1111 11 ■ 43 �Ilnllll■IIIIIIII®II�1111� RIIIII■1111�11�■� nl■1111111 IMIMI■II IIIIICIIIIll�1oil II I 1 oil HIM 1111111II 11111 lel 1111 �I �I Nil 11111I■111111111■111111111 111 VIII®(1111111■11111_IfMIN11I1■I CITY"OF TIGARD, OREGON COUNCIL AGENDA ITEM 'SUMMARY AGENDA OF: 'December 21, 1987 DATE: SUBMITTED: December 11, 1987 ISSUE/AGENDA TITLE: Monthly Report PREVIOUS ACTION: `~ Community Services D,pt. November, 19 7 " _ - PREPARED BY: Donna Corbet DEPT HEAD OK ITY ADMIN OK REQUESTED BY: Mayor and Council jo POLICY ISSUE Community Services Department Monthly Report for November, 1987 INFORMATION SUMMARY Attached, please find the Community Services' Department Monthly Report for- November, 1987. ALTERNATIVES CONSIDERED FISCAL IMPACT SUGGESTED ACTION Review and File ( do:1446p/0015p i 1i. MEMORANDUM CITY O1= 'TIGARD, OREGON TO: Honorable Mayor and City council December 11, 1987 FROM: Jill Monley, CommunityServices Director SUBJECT: Monthly Departmental Report for November, 1987 COMMUNITY SERVICES ADMINISTRATION After many months of information gathering and analysis, the Court Study was presented to Council in the form of 5 alternatives. Decisions are planned for December. The Community Involvement Work Plan was finished and forwarded to City Council for review. On November 4, Linda Langley, Communications Training Consultant, presented the topic of "Healthy' Conflict" to our board and committee members. 25 members attended. An evaluation is now occurring however, preliminary response is that: the context was very meaningful and practical to attendees. On November 10, the police issue regarding medical benefits was heard by arbitrator Eric Lindauer. An answer should be received by December, 12. In addition, agreement was reached between the City and T'POA on two 'other contract language issues which remained " in dispute after settlement of ,that contract. With closure on the medical benefits arbitration we should be on administrative mode on that contract, Training was provided to management staff in the area of labor contract content, worker's compensation and personnel policies and procedures. FINANCE The final copy of the City of Tigard Financial Report for the year ended June. 30, 1987, will be distributed to council and budget committee members in December. In fact, the Financial Report, Management Letter, and the Finance Division's response will be included on the December 21, 1987, consent agenda as "Receive and File." Final modifications to the 5—Year Financial Plan are being made to incorporate costs related to the annexation of N.E. Metzger and any other, changes as required by the "Action Plan." An updated version will be available for council and budget committee in early January. r We are currently working with the City Administrator to develop a monthly financial report to the Council. We expect to issue the first such report for the month of November in mid-December•. The computer system was down for 4 working days in November due to a series of malfunc— tions alfunc tions in the CPU and both, hard disc drives. Unisys service maintenance personnel were finally able to diagnose the failures and correct them. This put the Accounting Section 4 days behind in many areas, all of which were caught up by the end of November. This event underscored the auditor's management: leiter comment regarding the development of a computer contingency plan. Such a plan will be addressed by the Computer, Users Committee and the soon--to—be—hired Computer Systems Manager, With the 1986-87 Actual Financial data now available, we have begun to prepare the budget document for the 1988--89 budget cycle. Department: Heads will begin to put together their 1988-89 requests in February, 1988. Community Services Dept. Report Page 2 �A CITY RECORDER Costs for the Boardsmanship Workshop (riot including the cosi: of the speaker) were as follows $ 932.56 Materials (workbook) Staff time (meeting set up; updating workbook). 631.4G Total $1,564.02 The Recorders Office began a major TMC Codification Update. The Service;Level Prior•— ities ,are being updated throughout the city and this office has spent 12 hours on it during November. The City Recorder attended the 'League of Oregon Cities Conference. Clerical assistance on Board/Committee/NPOletters and meeting preparation was supplied and the Deputy Recorder attendeda regional. Oregon Municipal Recorders Meeting concern— ing records retention with representatives from the State Archivist's office. Approxi— mately 5,274 copies were processed in November for the Council packets (2. meetings). OFFICE SERVICES This section 'saw a slight increase in the workload during the month of November. 26 more projects were processed and there was a slight decrease in the number of pages. Emphasis continues to be on a high level of accuracy and proficiency. Approximately 50% of the projects submitted were processed on a "RUSK" ,basis. 'Thin is detrimental` to the overall turnaround time since they have to;postpone processing other projects in order to meet the RUSH demands. The tapes submitted for processing are becoming more complex and lengthy and a slight increase in submission of tapes from areas other than the Police Department has been noted The Office Aide Area has experienced an increase in special projects submitted with a decrease in turnaround time. The workload in this area should be recognized for future consideration of additional positions and/or more time allocation for temporary employees. Preliminary work on setting standards for Word P ocess ng has fo begun a tiond n, fTreat notebook will include samples of projects with council minutes, police interviews, etc, it should be benefit all. current and new word processing staff. COURT Municipal Court went on—line with the new computer system in November•. The system is more complex than the Wang so data entry is taking additional time. The computer was down for a week which put the Court staff behind. However, they are doing an excellent job of 'learning the new system and handling the caseload.. To accommodate the increase in caseload and the effect on the court time needed for arraignments and court trials, the hours in court will be expanded. RECORDS The records clerk spent most of her time working on the backlog of daily filing and responding to records requests. The Records Management Committee continues to meet regularly and have decided to ask a representative from the State Archivist's office to come and review our Records program. This is especially important' as the Police Department moves ahead with plans to reorganize and eventually microfilm their records. COMMUNITY SERVICES DEPARTMENT WORK MEASURES OCTOBER, 1987 10/86 10/87 SEWER_ 10/86 10/87 ACCOUNTS PAYAE3LE: _ Accounts Payable Checks: 32.6 324 Sewer bills sent out 6507 6118 Vendors 947 873 Sewer- payments 2925 5365 Invoices 450 246 Phone calls 457 305 Check requests 77 250 Treasurer's Receipts 596 758 New Customer & Add. 833 313 Payroll checks 322 283 Purchase Orders Processed 270 74 _ chg, and Adjustments RECORDER'S OFFICE Year-to-Date 11/86 1 /87 Resolutions processed 130 150 Ordinances processed 60 64 OFFICE SERVICES 11/86 11/87 Number of W.P. Work Orders 298 670 Number of Pages processed in W,P. 12,124 27,338 Average Turn—Around Time Per Work Order 5.0 5.4 hrs PERSONNEL 10/86 10/87 Recruitments 3 5 Hires 9 1 Terminations 4 0 Unemployment Claims 0 0 Claims Filed: Worker's Compensation 0 1 Other Liability 1 3 1446p/0015p i w 08/01/87 CITY OF TIGARD CLAIM STATUS REPORT" LOSS DATE CLAIMANT DESCRIPTION STATUS 2/04/85 Fredric Nickel Criminal counter cplt, open (Officer Hal Merrill) 01/11/85 Harry Field` Alleges False Arrest pending (Office Merrill) 07/20/85 Steven Bacon False Arrest (Officer Harburg) claim reopened 03/16/85 Julie B. Winkelman Wrongful Death pending 07/25/86 R,A, Cutshall Bike hit cable in park path pending 07/10/86 Thomas Arnholtz Hit manhole cover• open 10/01/86 Hue Thi Phan Intersection accident reopened $1404.88 pd. Police vehicle & claimants other claims pending vehicle - personal injuries 11/24/86 Michael Ryan and Damage to homes & contents CLOSED w/pmt of Ransom Boyce due to flooding $884,19 01/09/87Tuality Comm. Hosp, Allege City pay for treatment open of minor, child after officers called to home by mother because father was causing child abuse to infant. Officer Booihby 12/05/86 William R. Briot Alleges officers assulted & open o_. battered him while being arrested causing injury, (Mayor Brian, , Chief Lehr, Sgt. Martin, Officer Nerski, Officer Harburg, & Officer Warren,) 10/17/87 Teresa Marie Sanchez Tort Claim alleges excessive open use of force during arrest. Officer Killion 11/11/87 Marianne Lyles Claimant vehicle made 90 turn open in front of city vehicle causing collision, 11/2.2/87 Russell Snyder Sewer system backup into home. open Extensive damage, 11/25/87 Rusty's Resale Sewer system backup into business open on main street, dc:1446p/001.5p CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY AGENDA OF: December 21`.1987 _ DATE SUBMI"T"TED: December 1_ 4, ,1987 ISSUE/AGENDA 'TITLE: PREVIOUS ACTION: Novemb_erCommunity"Dev Dept PREPARED BY: William A. Monahan DEPT HEAD 01(_,r-?�"CDY ADMIN OK — REQUESTED BY: POLICY'I'SSUE INFORMATION SUMMARY Attached please find the Monthly Report. for November 1987 prepared by the Department of Community Development, " ALTERNATIVES CONSIDERED Accept and place in file. FISCALIMPFlCT - SUGGESTED ACTION Accept and place in file. \ br/0950P/0022P MEMORANDUM CITY OF TTGARD T0: Members of the City Council December 14; 1987 FROM: William A. Monahan, Director, r;'' Community Development SUBJECT: Monthly Report - Novembers 1987 The Department of Community Development " report=s , the following November activity: Building - Permits were issued for, 45 new housing units, 21 single family - and 7.4 multi-family. Overall, $5.4 million .in construction valuation was applied for. The major area of activity was issuance of permits for commercial and industrial alterations, twelve permits for $2.8 million. Ia the prior year are favorable on all Calendar and fiscal year comparisons areas of revenue except plumbing permits. -' Code Enforcement - The sign code enforcement program was in full swing in November. A team of the Codes Enforcement- Officer and an Assistant Planner is completing a systematic survey of signs or commercial properties. The data gathering stage is progressing well. ; Streets - The new Elgin street sweeper has been placed into service. A survey of Northeast Metzger street and sign needs was completed. Service f is being provided to the area. e i r i f br/095OP/0022P i IN i i X j i BUILDING SECTION - NOVEMBER COMPARISON Following is a comparison of building activity for October of 1986 and 1987: November•, 1986 November•, 1987 Single Family Permits 13 21 Multi-Family Permits (units) 0 24 Commercial Permits (new) - 1 1 Building Permit Fees $ 4,381.08 $ 19,52.8.00 PlanCheckFees $ 2,805.50 $ 11,420.05 Plumbing Permits $' 3,245.00 $ 7,074,.50 Mechanical Permits $ 871.50 $ 1,494.50 Valuation $ 1,106,540.00 $5,433,663.00 CALENDAR YEAR Jan. - Nov. - 1986 Jan. Nov. - 1987 Single Family Permits 395 359 ' Multi--Family Permits (units) 122 64 Commercial Permits (new) 26 36 Building Permit Fees $ 188,413.86 $ 208,481..02 Plan Check Fees $ 100,575.87 $ 101,896.07 Plumbing Permits $ 67,62.7:90 $ 62,884.10 ._ Mechanical Permits $ 14,448.00 $ 16,722.50 Valuation $42;875,932.00 $49,384,21.7.00 i t- i { FISCAL YEAR COMPARISON i July -- Nov. — 1986 July Nov. —_1987 { Single Family Permits 171 145 Multi—Family Permits (units) 16 24 r Commercial Permits (new) 14 2.0 � Building Permit Fees $ 81,120.14 $ 110,410.00 Plan Check Fees $ 43,899.21 $ 51,489.02 F Plumbing Permits $ 35,290.00 $ 23,532.60 Mechanical Permits $ 8,742.50 $ 7,040.50 Valuation $17,648,028.00 $25,713,980.00 { f br•/O95OP/0022P i u L 0) , m , .-i ,-, N ni . N +-q ,-I .-1 -4 O 0) ,-, .-i C m E E O U �-, 3 O 0 0 0 0 O to O O O O �N 0 0 0 0 0 0 0, N £I cocoO O N _cn 4:r Iar N ,r ,�., �. 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F cC h t7 c W 0 a ..0 MEMORANDUM CITY OF TIGARD, OREGON TIGARD PUBLIC LIBRARY TO: Library Board Honorable Mayor and City Council FROM: Library Director SUBJECT: Monthly Report, November 1987 WCCLS: On November 5 the city and community librarians met with the Washington County Cooperative Library' Services (WCCLS) committee on the Needs Study for Washington County and Mr. Raymond foltdiscussitant, hired to city librariansoexpressethe d on. All Holt's second draft was the topic dissatisfactionthe ustreport, soluea tion for rfuturelplanning expectaand nlackrofioriginality. o cilities, no ptions, j The final report will be received i�heameetingoisPthat n'theiBoard structure and governance Council. A general consensus from issue needs to be addressed before any needs plan can be implemented. om Steffanoff Gift: -Omitted from the r re OctobeifeHelenowhowas hdiedOctoberPl.e receit �fTheOg$50Oftris Dr. Dan Steffanoff in memory ofh to "be used for whatever may be useful reeds and projects of the Library." The Library Board will decide on the, best use of this money. eesuworked 92V5 hours�udailyaaverageily ra4e9.23Libraryve Volunteers: Forty-one (41) (5) community service assign Board gave 9 hours., Youth Services: The Tigard school�eader'seChoice mAward.entary a The nd ,nominated unir hbooks participating in the annual Young are being displayed at Tigard Public Library and all the school libraries. o votin the Children are being asked to read ouraesstudentshto °campaignoks in °a er t fortheirefavorite March election.- Schools will enc ge book. of al nts to The librarian from'Fowler ublicllibraryoandchowgtheservey serviceslcant e beimproved r termine how many use the p for students. To celebrate National Children's Book Week three special programs with educational emphasis: Quick Draw Charlie presented "You Can Be a Winner" based on building self-esteem using a drawing lesson; Scavenger Sciencengavesbasicsson in scientificrconcepts. library skills designed as a game; 1985 1987 1986 Work Indicators 6092 5156 Adult Materials 7654 2954 4828 4210 Juvenile Materials TOTAL 12,482 10,302 8,110 Days of Service 19.5 21 18640 490.5 450.5 Average Daily Circulation 170 209.5 168 Hours of Service 73 49 48.27 Materials Circ. per Hour 21� 27% 5% Increase/Decrease Circ 400 286 604 Reference/Reader's Advisory 2434 1961 619 Books in Use in Library 6/0 441/1.4 Materials added/withdrawn 506/57 762/ 236 Borrowers Registered 289 9 (9) 182 (10) 79 (7) rr Story Time (# of sessions) 93 (3) Special. Children's Programs 151 (11) 115 (8) (# of sessions) 101 NA NA Personal Computer Users y ATTACHMENT D Comments # Good U0 friendly, helpful uD' Love the Library/good facility 58 Dislike building design/"opulence" 1 Need more books, best seller duplicates, records, magazine 39 Satisfied with collection 15 Likes ILL'service 9 Likes new WILI system 28 New WILI system difficult to use 13 Dislike new WILI overdue, fine system 6 Need more WILI terminals for public use 3 Like children's programs, story time 14 Lake use of typewriters 5 Typewriter tables too high 3 Like access to personal computers 8 Disturbed by noise 4 Likes location 1 Poor location 1 Poor lighting 1 Not enough parking 2 Poor entry;on Nall Blvd. 1 Need bigger bathrooms 1 Want more open hours 4 Likes book sale shelf ' 1 Like to have a chess program on computer 1 Separate non-fiction into adult and juvenile _ 3 Move new books to front of Library _ 1' Did not 'like book display on Right to Die 1` Would' like more special book lists 1' Difficulty in finding way in Library 1 TOTAL 286 The Library staff is preparing a display with some of the more representative and colorful comments along with our response. We hope this will encourage the public to communicate more with us all year long. cs/2057D i , I;,I CITY OF TIGARD, OREGON TO Library Board December 1, 1987 Honorable Mayor and City Council ' City Administrator FROM: Library Director SUBJECT: Output Measures Report for Library, 1987 During the week of October 26-31 a survey measuring certain output measures was conducted "in the library. The survey was part of an overall study to assess current .levels of performance, to identify problem areas and to provide for a comparision of current and desired,levels of performance. The output measures summary sheet (attachment A) . shows the results of the specific measures taken. The data on which this is based is shown on attachment B. Part of the survey consisted of a questionnaire (attachment C) which was given to each person entering the library. Other •measures taken were: the number of reference transactions by _telephone and in-library; in-library _use of materials and telephone requests for titles, authors and subjects. These were kept by staff. ' The annual data elements were taken from the June 30, 1987, annual report to the State, projections based on WILI, and our detection system which also counts library traffic. One thousand five hundred and fifteen (1,515) questionnaires were handed out. One thousand two hundred sixteen (1,216) were usable, giving us a response rate of 807 . Volunteers helped with this aspect of the project. Two hundred thirty—six (236) people made 286 comments on various aspects of the facility and the service. It should be noted that no negative comments were made regarding staff. This alone has been a positive result of the survey and has given the staff renewed dedication and motivation. For more information regarding comments, see attachment D. What shall we do with all this information? Output Measures for Public Libraries, 2nd. ed., by Nancy A. Van House, et al, recommends that this data can be used in several ways. There are no current standards on which to decide "how good" or "how badly we're. doing. In fact, libraries are moving away from set standards and more into planning for specific goals suited to local situations. In using the C� — sem OUTPUT MEASURES REPORT Page Two things we need to ask ourselves is are we results of this study some of the g found or pleased with the results? Surprised? Disappointed? Have we t confirmed areas in need of improvement? ned to this In order to establish "how gondt subs que tay"how bd'ears.arMeasuringe, we willoureo n�progress` same-study in October, 1968, a 'from year to year will be very valuable in tracking_ trends and noting the effects of various library activities and policies. Another useful comparison can be made with "similar" libdemographics,raries. 11suchlaas libraries should be defined, however, not just by population, age and income, but also,by library roles and resources, including holdings, staff, and operating expenditures. Tualatin and Forest Grove sore this ''same study during the same time period and we will be doing comparisons. We should use this data in our planning process for the library. We need to objectives. As we look at and reevaluate our goals and tion a arr more e giving udatsa the should be able to see whether certain .decisions and ac desired results. We will always need to gauge our expectations to our community and it's resources. Van House, et al, point out that output measures can be valuable for library !f s.th qua what informatiolity of n rcommunicatesary s and management. This information reflects provides feedback on library acti This the library is trying to accomplish and how well it is doing. information describes what the library .is doing and can be used to decide what the library should be doing. Van House,: et al, also write that measurement doesn't provide easy answers but its chief value is in raising additional questions: Why did we get those 7 can we d re suits? Are we satisfied with t hem is also important in that it questions WP ast practiceo aboutHavewee beenMdoing ewhat is most effective in terms of mission, roles, goals and objectives? Are there better ways to accomplish the same ends? " The staff and volunteers who gathered t und tfeedbacksthatlwas rly simple and have been gratified atpredominantly positive received. Now those results will be analyzed further as recommended. Thegoal of measurement and planning tQsenablerusexcellence. This to improve libraryaservices gathered is providing us information and to provide Tigard with the best possible library services. cs/2057D 1 _ 76. 'Appendix `Attachment A -'idJ1tE 27 Otttpue Measures Summary Sheet Library TIGARD PUBLIC Date OCTOBER 1987 Calculation Result Mcasurr — ,Browsers'Fill hate' Number of Browsers Finding Something(1) divided by 94% ± 2% Number of Browsers(h) Circulation per Capita Annual Circulation(a) divided by 4.9 Population of Legal Service Area (p) - Document Delivery %of requests filled within 7 days N/A 8 to 14 days 15 to 30 days' more than 30 days- in-Library Materials Use per Capita Annual In-Library Materials Use (b) divided by It Population of legal Service Area (p) '• 2.4 Library Visits per Capita Annual Number of Library Visits-(c) divided by- 4.4 Population of Legal Service Area (p) program Attendance per Capita Annual Program Attenr;ance(e) divided by .14 Population of Leg.l•Service Area(p) Reference Completion Race` Number of Reference Transactions Completed(k) e divided by 65� ± 4 Number of Reference Transactions(j) Reference Transactions per Capita Annual Number of Reference Transactions(d) divided by 4 Population of Legal Service Area(p) Registrations as a Percentage of the Population Library Registrations(g) divided by Population of Legal Service Area (p) 337 Subject and Author Fill Rate' Number of Subjects and Authors Found(1) divided by !divided mber of Subjects and Authors Sought(m) 68% ± 37 Title Fill Rate, mber of Titles Found(n) by 65% 3Rmber of Tides Sought(o) . Turnover Rate Annual Circulation(a) divided by Holdings (f) 3.7 Nora:Letters in parentheses refer to Figure 26. terval as well as the actual figure derived from the data. Enter lower and upper limits of the confidence in Blank Forms 7S FIGURE 26 Data Elements Summary Sheet Atrarhmenr R Library TIGARD PUBLIC Date OCTOBER 1987 Your Used in These Measures Data Element Number a. Annual Circulation Circulation per Capita Turnover Rate 147,288 b. Annual In-Library Materials Use In-Library Materials Use per Capita 71,292 c. Annual Number of Library Visits Library Visits per Capita 131,612 d. Annual Number of Reference Transactions Reference Transactions per Capita 12,168 e. Annual Program Attendance Program Attendance per Capita 4,122 f.'Holdings Turnover Rate 4 40,000 g. Library Registrations Registrations as a Percentage of the Population ! 9,919 C h. Number of Browsers Browsers'Fill Rate 568 t ` i. Number of Browsers Finding Something Browsers'Fill Rate 535' Reference Completion Rate j. Number of Reference Transactions 234 I It. Number of Reference Trrnsactions'Completed Reference Completion Rate 153 kt 1. Number of Subjects and Authors Found Subject and Author Fill Rate S 306 _ ect and Author Fill Rate I m. Number of Subjects and Authors Sought Subject 451 n. Number of Titles Found Tide Fill Race 371 Title Fill Rate o. Number of Titles Sought i 575 P. Population of Legal Service Area Circulation per Capita 30,000 In-Library Materials Use per Capita Library Visits per Capita Program Attendance per Capita Reference Transactions per Capita Registrations as a Percentage of the Population E t 1 I 82 appendix FIGURE 33 Materials Availability Survey Form At C Form number LIBRARY SURA Library Date PLEASE FILL OUT THIS SURVEY AND RETURN IT AS YOU LEAVE. We want to know if you find what you look for in our libraries.Please list below what you looked for today.Mark"YES" if you foundit,and "NO"if you did not find it. TITLE SUBJECT OR AUTHOR If you are looking for a specific book,record, If you are looking for materials or information on a cassette,newspaper,or issue of a magazine,please particular subject or a special author today,please write the title below.include any reserve material note each subject or person below. picked up;, SUBJECT OR AUTHOR DID YOU FIND NAME OF WORK FOUND? (Examples) SOMETHING? (Example) o how to repair a toaster Gone with the Wind YES NO •any book by John D.MacDonald YES NO L I• r 2. 2. 3 3 4 , 4 5. 5. if you were browsing and not looking for anything specific, BROWSING did you find something of interest? YES NO ' Check here if your visit today did not include any of the above activities. OTHER (Example) using the photocopy machine. COMMENTSWe would appreciate any comments on our service and collections on the back of this sheat. THANK YOUI t i { MEMORANDUM CITY OF TIGARD,_OREGON f^ To: Honorable Mayor, Council, Lecember 17, 1987 and City Administrator r) FROM: David C. Lehr, Chief of Police SUBJECT: Police Department Monthly Report During the month of _November, the 9--1--1 Study Committee received quotes from several vendors. The Committee recommended Economic Resources, Inc. to the City to conduct a study. After negotiation with Economic Resources, Inc., the City signed' a personal services contract with them to perform the study. A completed report should be available in late December~ or early January, The Council, City Administrator, and Chief of Police attended an Enhanced 9-1-1 Workshop at Clackamas County Communications to get a briefing on the system. Council expressed interest in touring a police department who is their own primary PSAP with an Enhanced 9 1--1 system. I have had some discussion with the Chiefs of Police of Gladstone and Milwaukie about touring one of their facilities. Both would be glad to act as a host. I will. coordinate a date to tour one of their facilities. K-9 Officer Fischer was certified as an Instructor after completing a course of instruction at Mt. Angel. Officer Wayt began training as a handler with new K-9 "Officer" Jupp,(pronounced yuup). I ' The high visibility traffic enforcement effort continues. We _believe we are starting to_see a positive ,impact on armed robbery and ,burglary rates.- We should have a better assessment of our effort after another few months and some statisticalcomparative analysis. i The Department conducted a joint narcotics investigation with Beaverton and Sherwood. The subsequent service of three search warrants by a joint raid force j resulted in six arrests and the seizure of a variety of drugs and narcotics. Several armed robbery incidents were terminated by immediate on—scene arrests. These arrests further cleared a number of pass; crimes. Investigations resulted in the issuance of three arrest warrants for armed robbery. Two warrants have been served. Several arrests of burglary suspects have been made based on investigations. The major community relations event for the department was its participation in escorting the Pioneer Square Christmas Tree to Portland from Tigard. The Department was represented by the Police Community Services Division, including McGruff, and the Patrol Division. McGruff was pressed into service to direct traffic when the procession was stopped because of the tree shifting on the truck. The Tigard Police Department is the only police department I have ever heard of E with a K-9 officer smart enough and trained enough to direct traffic. The Police Community Services Unit conducted seven neighborhood watch organizing meetings in November. The Unit also assumed responsibility for the Block Home Program from the Tigard school district. This program provides safe havens for children enroute to and from school if they encounter some 'kind of threatening situation. sb,/2363D CITY OF IiUARU V Q 111ONTFILY FINANCIAL REPORT-NOVEMBER 1987 () 1967-BB NOVEMBER 1987-88 REVISED 1967 PROJECTED . REVENUES BUDGET ACTUAL SUPPLEMENTAL (NOV 1987) YTD BUDGET'' GENERAL FUNA140 $2,040,190 TAXES $x,030,190 `$'85, 695,772 222,873 764,313 OTHER AGENCIES 660,000 360,014 739,000 FEES AND CHARGES 181 500 60,226 201,500 FINES AND FORFEITURES + ,010 135,8 FRANCHISE FEES 5954 802,800 1 USE OF MONEY/PROF' 159,000 40,510 16-,000 169,,000 OTHER REVENUE 969000 ------- SUBTOTAL 4,610,472 1,137,477 4,882,803 BEGINNING FUND DAL 1,240,000 1,7.14,661 1,314,661 -- -- ----------- ------------ TOTAL GENERAL FUND 5,850,472 2,452,135 6,197,464 838,000 516,337 907,541 STATE GAS TAX- 117,000 119,800 169,914 COUNTY GAS TAX COUNTY ROAD LEVY 5 ,000 131,20 909,664 STREETS SDC 754,500 778,-'2O7 909,669 FARES SDC 121,000 58,715 110,10 SEWER FUND 1.213,050 950,863 1,37. ,765 STORM DRAINAGE FUND 630,500 299,41.2 610,608 SPECIAL ASSESSMENTS 4,623,950 146,632 4,6 3,950 BOND DEBT FUND 260,500 0_,494 -+_ 274 _58 TOTAL REVENUES $14,491,972 $5,656,350 $15 266,373 PROGRAMS/DEPARTMENTS COMMUNITY SERVICES POLICE $2,028,672 $762,650 $2,028,672 F1 POMMUNTTY SERVICES 119,640 221,122 680,834 MUNICIPAL COURT 119,640 ?1,357 1194640 MUN LIEICIr 400,900 133,868 41.3,180 45,600 11,708 45,600 SOCIAL SERVICES _ ----------- ----------- TOTAL COMM SERV 3,257,116 1,160,705 :,288,126 COMMUNITY DEVELOPMENT 299,064 95,200 305,864 CD ADMIN BUILDING 254,333 85,127 54,333 DS B DS UILD PLANNING 266,053 92,842 81,004 238,491 92.712 258,591 DS ENGINEERING 122,705 PW ADMIN & BUILD 122,705 47,304 PW SHOPS & SERVICES 103,950 30,074 103,950 PW WASTEWATER 298.504 105,539 314,604 598,003 229,570 604,003 PW STREETS E LIGHTS 8 , 12 PW PARk:S & GROUNDS 166,385 ------ 206,845 TOTAL COMM DEVELOP 2,367,488 861,680 2,451,899 NOLICY & ADMINISTRATION 172,000 63,839 172,000 CITY WIDE SUP'P'ORT NON DEPARTMENTAL 598,645 323,01 1-0 120,,645 CITY ATTORNEY 80,000 47,0001 000 TOTAL CITY WIDE 678,645 370,174 785,645 -- _ OPERATING BUDGET 6,475,249 - 2,456,398 6,697,670 DEBT SERVICE 784,450 492,277 798,306 ALL OTHER CIP-GENERAL 216,700 199,391 261,700 CIP-OTHER 5,588,619 ----360,914 _ 5,568,279 TOTAL CIP 5,805,319 560,305 5,829,979 CONTINGENCY/RESERVES GENERAL OPERATING 16,007 06,007 190,418 GENERAL-RESERVE 1,000,000 1,000,000 1,749,990 OTHER FUNDS 410.947 410,947 ------8 ----------- ----------- -- - TOTAL CONTINGENCY 1,426,954 1,426,954 1,940,416 - TOTAL EXPENDITURES $14,491,972 $4,935,934 $15,266,373 aaaooa=a[maaaa maacmaaamam aaarccaxsa®mm i MEMORANDUM y. ury OF TIGARD, OREGON TO: Honorable Mayor and City Council December 14, 1987 FROM: Wayne Lowry, Finance Director, j SUBJECT: 1986-.87 Management Letter Included in your packet for December '21, 1987 is the Final Comprehensive Annual Financial Report: and the Finance Division's response to the auditor's management letter comments. I The final copy .of the management: letterfrom Coopers and Lybrand has riot: yet been, published and therefore is riot included in your packet. When reviewing the response to the management: letter, 'please refer, to the copy of the draft i management- letter presented to the Budget Committee on November 11, 1987. I will forward the final copy of the _management- letter as soon as .it is available. sbl2272_D t E MEMORANDUM CITY OF TIGARD, OREGON T0; Honorable Mayor and City Council December 11, 1987 FROM; Wayne Lowry, Finance Director SUBJECT: Response to 1986-87 Audit Management Letter The City's auditing firm of Coopers and Lybrand provided the City Council with a management letter for thepurposeof assisting us in our efforts to evaluate the City's accounting, budgetary, and internal control systems. The management letter for, the year ending June 30, 3.987 includes nine comments related to internal control, furid analysis, and computerization. , The; following are the Finance Division's comments related to the management letter recommendations. Many of the internal control procedures that were riot performed on a regular basis" noted by the auditors were not done due to the lack of staff in the Finance and Accounting Division, The Accounting Manager, was in an Acting Finance Director position with no Accounting Manager replacement hired until June 1, 1987. In addition, at least one clerical position was vacant formost of the year. Being currently fully staffed, we intend to implement all of the management letter comments. 1, The Assessment Fund Receivable subsidiary ledgers are currently maintained manually while the corresponding General ledger account is automated. A reconciliation will be completed by January 1988 and then monthly thereafter. 2, The Accounting Manager has developed a monthly Journal entry checklist which will be reviewed by the Finance Director along with each month's financial reports on a monthly basis. 3. A recently hired OA I in the Accounting Section has been assigned the maintenance of the fixed asset system with assistance from the Accounting Manager. Again, we expect to perfor-m a monthly reconciliation between the fixed assets system, the General ledger,, and the Capital outlay account. 4. A procedure has been developed whereby information on donated enterprise assets is forwarded to the Accounting Section periodically and the appropriate entries are made. 5. Bank reconciliations are being completed on a monthly basis by the Accounting Manager and are being reviewed by the Finance Director. 6. We have reviewed the allocation of invost-ment income among unrestricted funds with City Administration and the City Attorney. We don't feel that it wouldbe in the City's interest to change our method of- allocation at this time, 7. One of the goals stated in the 1987--88 budget and in the Finance Division's work plan is the ,comprehensive review of the Special Assessments fund. 'The review will be completed by March 1988;with recommendations to Council at that: time. B. & 9. The City is . currently in the process of seeking a qualified individual to fill the position of Computer Systems Manager. With the assistance of the Computer Users Committee, the Computer, Systems Manager will put together both a computer contingency plan and a long—range computerization plan. The Finance Division appreciates the comments made by the auditors and we feel that our implementation of them` as outlined .above' will improve our ,internal control and assist us in the delivery of quality service to City staff, City Council, and the public. sb/2245D ,f �i q•. r 'f i,1 { t, t Y .a ;4 d n �< t > ti i r Y_. F Y . 4 Ct, d .y i■ is Q h a+ f�,i ) CITY OF TIGARD, OREGON COMPREHENSIVE ANNUAL FINAi:%IAL REPORT fiscal year ended June 30, 1987 prepared by the City of Tigard - Department of Finance R. Wayne Lowry, Director of Finance �W: CITY OF TIGARD, OREGON TABLE OF CONTENTS Lae INTRODUCTORY SECTION: Letter of Transmittal i-viii Mayor and City Council Members ix Organization Chart x Certificate of Achievement for Excellance i in Financial Reporting xi FINANCIAL SECTION: ACCOUNTANTS' REPORT 1 GENERAL PURPOSE FINANCIAL STATEMENTS ("Liftable" Financial Statements) : Combined Balance Sheet - All Fund Types and Account Groups 2 Combined Statement of Revenues, Expenditures and Changes in Fund Balances All Govern- mental Fund Types 3 Combined Statement of Revenues, Expenditures n and Changes in Fund Balances - Budget (Non-GAAP Basis) and Actual - All Governmental Fund Types 4 Combined Statement of Revenues, Expenses and Changes in Retained Earnings/Fund' Balance - M All Proprietary Fund Types and Similar Trust Fund 5 f Combined Statement of Changes in Financial Position - All Proprietary Fund Types and Similar Trust Fund 6 Notes to General Purpose Financial Statements 7 SUPPLEMENTARY DATA (Combining and Individual Fund and Account Group Statements and Other Financial Schedules) : General Fund: Schedule of Revenues and Expenditures - Budget and Actual 26 w Special Revenue Funds: Combining Balance Sheet 27 Combining Statement of Revenues, Expenditures and Changes in Fund Balances Generally Accepted Accounting Principles Basis 28 Schedules of Revenues and Expenditures - Budget and Actual: Federal Revenue Sharing Fund 29 State Tax Street Fund 30 Streets SDC Fund 31 Parks SDC Fund 32 County Road Levy Fund 33 1. County Gas Tax Fund 34 ,n i u CITY OF TIGARD, OREGON TABLE OF CONTENTS, Continued rK, Page 3 FINANCIAL SECTION, Continued: SUPPLEMENTARY DATA (Combining and Individual Fund and Account Group Statements and Other Financial Schedules), Continued: Special Assessments Fund: Schedule of Revenues and Expenditures - Budget and Actual 35 Enterprise Funds: ,- Combining Balance Sheet 36 Combining Statement of Revenues, Expenses and Changes in Retained Earnings 37 Combining Statement of Changes in Financial Position 38 Schedules of Revenues and Expenditures Budget and Actual: Sewer Fund 39 Storm Drainage Fund 40 Fiduciary Funds: Combining Balance Sheet 41 .P- Statement of Changes in Assets and Liabilities 'Deferred Compensation Fund 42 General Fixed Assets Account Group: Schedule of General Fixed Assets By Sources 43 Schedule of Changes in General Fixed Assets - By Sources 44 Schedule of General Fixed Assets - By Function and Activity 45 Schedule of Chay ges in General Fixed Assets - By Function and Activity 46 - Other Schedules: Schedule of Property Tax Transactions and Outstanding Balances 47 Schedule of Bond and Bond Interest Transactions 48 Schedule of Future Debt Service Requirements of Bancroft Improvement Bonds 49 Schedule of Future Debt Service Requirements of General Obligation Bonds 50 STATISTICAL SECTION: General Governmental Expenditures By Function - i.; Budgetary Basis - for the last ten fiscal years 51 General Governmental Revenues By Source - Budgetary Basis - for the last ten fiscal years 52 i ;., CITY OF TIGARD, OREGON TABLE OF CONTENTS, Continued Pac,�e STATISTICAL SECTION, Continued: Property Tax Levies and Collections - for the lust ten fiscal years 53 Assessed and Estimated Actual Value of Taxable Property`- for the last ten fiscal years 54 Property Tax Rates - All Overlapping Governments - for the last ten fiscal years 55 Special Assessment Collections - for the last ten fiscal years 56 Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita for the last ten fiscal years 57 Computation of Legal Debt Margin 58 Computation of Overlapping General Obligation Debt 59 Ratio of Annual Debt Service Expenditures for General Bonded Debt to Total General Expenditures for the last ten fiscal years 60 Property Value, Construction and Bank Deposits - for the last ten fiscal years 61 Principal Taxpayers 62 Demographic Statistics 63 Miscellaneous Statistical Data 64 AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS: Introductory Comments 65 Internal Accounting Control 66 Other Comments and Disclosures 68 s !v x INTRODUCTORY SECTION t 1 . f --- ---- R November 27, 1987 1 OREGON Mayor Tom Brian and Members of the City Council » we are pleased to submit the Comprehensive Annual Financial Report of the City of Tigard, Oregon for the fiscal year ended June 30, 1987. This report was prepared by the City's. Division of p Finance in cooperation with the City's independent auditors, Coopers & Lybrand. Responsibility for the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures, rests with the City. we believe the data, as presented, is accurate in all material aspects, and is presented in a manner designed to fairly set forth the financial position and results of operations of the City as measured by ,the financial activity of its various funds, and all disclosures necessary to n, enable the reader to gain the maximum understanding of the City's financial affairs have been included. .. This report has been prepared in accordance with generally accept- ed accounting principles and follows guidelines recommended by the Government Finance Officers Association of the United States and _ Canada. ACCOUNTING SYSTEM AND BUDGETARY CONTROL The City's general governmental operations are maintained on a modified accrual basis, with revenues being recorded when measurable and available and expenditures being recorded when the .w goods or services are received. The City's enterprise funds and pension trust fund are maintained on the accrual basis. In the development, evaluation and the necessary modification of the City's accounting system, consideration has been given to the adequacy of internal accounting controls. Internal accounting controls are designed to provide reasonable, but not absolute, i... assurance regarding: the safeguarding of assets against loss from unautho- rized use or disposition and l_ i (503)639-4171 13125 SW Hall Blvd.,P.O.Box 23397,Tigard,Oregon 97223 t the reliability of financial ;records for preparing financial statements, and maintaining accountability for assets The concept of reasonable assurance recognizesthat: the cost of a control should not exceed the benefits likely to be derived and the evaluation of costs and benefits requires estimates and judgments by management. All internal control evaluations occur within the above framework. We believe` the City's internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions The City budgets all funds which are subject to the budget requirements of State law. The budgeting process includes citizen input through various stages of preparation, public hearings and approval of the original budget by the City Council. Additional resources not anticipated in the original budget may be added through the use of a 'supplemental budget. A supplemental budget requires hearings before the public, publications in newspapers and approval by the City Council. Original and supplemental budgets may be modified by the use of appropriation transfers between the cost categories. Such transfers require approval by the City Council. Budgetary control is maintained at the program level by comparison of estimated purchase amounts with adopted appropriations prior to the release of purchase orders to vendors. Purchase orders which could result in an overrun of program balances are not released until additional appropriations are made available. THE REPORTING ENTITY AND ITS SERVICES _ -- This report includes all of the funds and account groups of the City as well as all organizations which meet the criteria for inclusion in the report as set forth in National Council on Governmental Accounting (NCGA) Statement No. 3, Defining the Governmental Entity. The City,_provides a range of services as authorized in its Charter. This includes police protection, street construction and maintenance, sanitary sewers and storm drains, library and parks, land use planning and zoning, public improvements and y administrative services. 1._ ii i t i i GENERAL GOVERNMENTAL FUNCTIONS { Revenues for general governmental functions (all -governmental i funds) on a generally accepted accounting principles basis totaled o $6,105,757 in fiscal year 1987, an increase of 9/ over last year.. The increase over last year was due tosubstantialincreases in taxes and specaal assessments. These increases were offset by reduced franchise fees and intergovernmental revenues. The amount of 'revenues from _various sources and changes from 'Last year are as follows: Increase Percent (Decrease) `t of from ! Revenue source Amount Total Fiscal 1986 Taxes $1,807,800 29.6% $581,427 1 745,520 12.2 (195,744) Franchise fees _ special assessments 547,106 8.9 185,838 Licenses and permits 650,961 10.7 1D2,272 Intergovernmental revenues 1,246,840 2 .4 (126,402) Charges for services 382, -Fines and forfeitures 144,555959 6 6 3 2.4 (38,680) Miscellaneous revenues 580,587 9. 5 — $ 111. 757 �p0.0% $2_QI_-Q Taxes consist of property taxes on commercial and residential real and personal property;within the City. Taxes increased as a result of anew tax base approved by voters in NIay of 1986. Assessed property valuations increased $50.4 million, representing an increase of nover onstruast cts n f commercialincrease propertynir attributable to coonttinuing c the City, annexations and demand for residential property. Current tax collections were 91.09% of the current tax levy, up Cu . rr from last year. The total collections (current and delin- quent) to the current tax levy were 96.96%. anies Franchise fees consist of amounts paid by regulated compublic , to operate within the City. Included are fees paid by p utilities, waste disposal and cable television companies result Fran- chise - , chise fees decreased 21% over the prior y eara mild winter and some one-time only revenue _adjus ann xatioents in the pprior year for retroactive payments due to property Intergovernmental revenues consist primarilyteof or and eouty gas taxes, shared cigarette and liquorprimarily as revenue sharing.. Intergovernmental lss oderal revenue sharing. 9% result of th i t 4 Expenditures for general governmental purposes on a generally ' accepted accounting principles basis totaled $5,989,753 in fiscal year 1987, a decrease of 12% from last_ year. This change is due primarily to a decrease in capital outlay related to completion of the Civic Center in the 'prior year. " The amount of expenditures by major functions of the City as compared to last i year is as 'follows: Percent Increase ¢ of - from f Function Amount Total Fiscal 1985 (, Community services $2,450,459 40.9% $ 292,837 Community development 1,462,456 24.4 493,678 Policy and administration 111,909 1.9 (20,937) City-wide support functions 684,784 11.4 - 48,879 Capital outlay 749,257 12.5 (1,457,396) Debt service 530,888 8.9 (16,266) Other (167,810) $5,989,753 jg&�=V. $(827.015) Total unreserved fund balances of the City were $389,365 at June 30, 1987, consisting of $1,314,661 in the General Fund, $1,157,372 in the Special Revenue Funds, $38,858 in the Debt Service Fund and a $2,121,526 deficit in the Special Assessments ' Fund. The increase in fund _balance from the prior year is primarily a result of a decrease in capital outlay from the prior year and an increase in property tax revenues. The deficit in the Special Assessments Fund arose primarily because of the application of generally accepted accounting principles to finan- cial reporting inan_cial:reporting for the fund. Revenues are recognized only to the extent that individual installments are considered measurable and available. The deficit is expected -Lo be reduced and eliminated as deferred special assessment installments, which are subject to lien, become measurable and available and are collected. ENTERPRISE OPERATIONS The Enterprise Funds are used to finance and account for the acquisition, operation and maintenance of City sewer and storm drainage facilities. The operations of these funds are accounted for in such a manner as to show a profit or loss similar to comparable private enterprises. Sewer Fund Operating revenues amounting to $570,361 were derived from service charges during fiscal year 1987. Operating expenses totaled $600,725. The net loss was $1,739 after nonoperating interest , revenues were considered for the fiscal year. iv Storm Drainage Fund This fund was established during fiscal 1983 to separate sewer service activities from storm drainage activities. Operating revenues amounting to $155,741 were derived from storm drainage service charges. Net loss, including depreciation of $109,164, was $191,757. . RETIREMENT PROGRAMS The City provides a retirement plan for each employee group. Non- police personnel including _both management and nonmanagement are covered by an ICMA money purchase plan. Police'.personnel have a defined benefit and defined contribution pension plan through the; Principal Financial Group previously known as Bankers Life Insurance Company. In addition, all employees have the option to contribute to an ICMA deferred compensation program. The police pensionplanis accounted for in the pension trust fund. The deferred compensation plan is accounted for in an agency fund. POOLED CASH AND INVESTMENTS For the purpose of maximizing yields on short-term investments, temporary excess cash of all funds is pooled. Results of invest- ment activity for the fiscal year are shown below in comparison with the previous year: Investment Income 1987 1986 General Fund $108,159 $160,131 " Special Revenue Funds 66,208 52,119 Capital Projects Fund 63,674 Special Assessments Fund 17,826 34,476 ` Enterprise Funds 41,432 20,040 Pension Trust Fund 149,983 137,242 $381.608 $4.67.682 Investments at the end of fiscal year 1987 totaled $6,245,185 at cost. City investments are approved by the State Treasurer in accordance with the Oregon Revised Statutes. Automatic deposits of shared revenues from other governmental agencies are trans- mitted directly to the state administered local government invest- ment nvestment pool. The interest earrings of investments are allocated to participat- ing funds on the basis of the monthly average of their equities in the pooled accounts. _e r BONDED INDEBTEDNESS The City's total outstanding bonded debt at June 30, 1957 was $5,144,000 of which $2,479,000 were Bancroft improvement bonds. k During 1987, the City issued $2,215,000 in GeneralObligation Bonds to advance refund the callable portion of the 1984, series building bonds used to finance the Civic Center construction project. Advance refunding these bonds reduced the City's debt service payments over the next 17 years by approximately $220,000. The State of Oregon mandates a general obligation debt limit of 3 percent of true cash value of taxable property within the City boundaries This limit totaled $28,702,085 at June 30, 1987. The City's net debt subject to this limitation was $2,665,000, leaving the amount available for future indebtedness at $26,037,085. The City's bonds have carried the same ratings for the past several years. These ratings are as follows: Moody's Investment Service General Obligation bonds A INDEPENDENT AUDIT Oregon State 1;`w requires every' municipal corporation to submit an annual financial report to the Secretary of State, to have its combined financial statements examined by an independent certified public accountant in accordance with generally accepted auditing standards and Minimum Standards for Audits of Oregon Municipal Corporations as prescribed by the Secretary of State in cooperation. with the Oregon State Board of Accountancy; and to have an independent auditor express an opinion upon the financial position and results of operation as reported by the municipal corporation for the period under audit. The City is in full compliance with the aforementioned, and the auditor's opinion has been included in this report. CERTIFICATE OF ACHIEVEMENT FOR EXCELLENCE For the last four consecutive years, the City has received the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association of the United States and Canada, which reflects the conforming accounting system '- and comprehensive reporting practices of the City. In order to be awarded a Certificate of Achievement for Excellence, a governmental unit must publish an easily readable and efficiently .: organized comprehensive annual financial report, that conforms to program standards. Such reports must satisfy both generally ` accepted accounting principles and applicable legal requirements. f In our opinion, this report conforms to these standards. f vi L . : .. OTHER SIGNIFICANT ACTIVITIES/EVENTS In March of 1987, voters in an unincorporated area north of Tigard known as South Metzger elected to annex to the City. As a result of this annexation, the City's population grew by approximately 1,200residents and the City's assessed value increased by over $150,000,000. Tigard remains- the twelfth largest City in the state of Oregon, however, the assessed value per capita ratio surpasses that of all cities in the state. The City also maintains one of the lowest City tax rates in the state (currently at $2/1000). These factors, among others, make the City of Tigard one of the fastest -growing and among the most livable communities in the state. With the completion of the Tigard Civic Center in 1986, the City will now turn its attention to other ` 'capital ' infrastructure improvements including streets, parks expansion, storm drains and sewers, and downtown _development. The City is currently evaluating the 'community's needs in these areas and exploring a variety of financing options. Tigard voters in 1986 approved a new tax base for City operations. The City has `developed a five year plan to ensure that the ,tax base meets the City's needs for at least five years. The five year plan is a flexible financial tool and is updated as events occur or assumptions change. The overall financial condition of the City- of Tigard as of June 30, 1987 is excellent given the current economic 'climate. The City continues to provide` services to its citizens well within its resources. In order to maintain quality services, the City's management is continually searching for ways to increase resources and implement cost reduction programs. Both areas are under constant review, and all areas of opportunity are being thoroughly explored so that basic City services are not adversely affected by economic factors. The future of the City of Tigard's economic vitality appears to be very good. Several Targe commercial construction projects are in 'process including several retail centers along Highway 99 and Lincoln Center in the newly annexed South Metzger area. The Lincoln Center project includes a twelve 'story office building which will be the tallest building in Washington County. I vii ACKNOWLEDGMENTS Finally, we would like to express my 'sincere gratitude to the personnel of the Finance Division who assisted and contributed to the preparation of this report. Appreciation is also extended to the Mayor, City Council and many City department managers, whose continuing support is vital to the financial health of the City of Tigard, Oregon. Respectfully submitted, Imp,pt ,/� R. Wayne Lowes Finance Director Robert . Jean City Administrator w f � viii CITY OF TIGARD, OREGON MAYOR AND COUNCIL MEMBERS AS OF JUNE 30,;1987 Name Term Expires Mayor Tom Brian December 31, 1988 7630 S.W. Fir Street Tigard, Oregon 97223 Councilman Gerald R. Edwards (President) December 31, 1988 10390 S.W. Meadow Tigard, Oregon 97223 Councilwoman Carolyn- Eadon December 31, 1990 11825 S.W. Wildwood Court Tigard, Oregon 97224 Councilwoman Valerie Johnson December 31,` 1988 12265 S.W. Walnut Tigard, Oregon 97223 Councilman John Schwartz December 31, 1990 15900 S.W. 76th Tigard Oregon ' 97224 Robert W. Jean, City Administrator R. Wayne Lowry, Director of Finance LEGAL COUNSEL O'Donnell & Ramis 1727 N. W. Hoyt Portland, Oregon 97209 i� f e $ g u p '. G p M 5Z;a— J<oW aW s` E d r a ..am- N¢NNN � fi > yl �3t o o e 0 0 YTS o o e 8 == to W $ N ga 9c e f�cfcs g 8�N i r C✓�O i � 0 0 0 0 p S e :9 u N o IME g,zlV 1. -- a ,moo w S Z9 oeeoe o o o Y 5 ►W Z U ZS. .y Z Y S — 0 0 0 00 O.O O 4 s> 1 W O d ` i' $ Kers iii e =�INs2 Fil t g �RRa s 0� u H ON.Oa Co �u y(yN �g oeeoo "' �PS� OSES WE u� SI da oe u S M e i N H N _y i ��yyyy tl 115 V g N a r ret yl WO O /u 0000 u Y N 91 to x Certificate of . Achievement for Excellency in Financial Reporting Presented to City of Tigard, Oregon For its Comprehensive Annual Financial Report for the Fiscal Year Ended' June 30, 1986 A Certificate of Achievement for Excellencein Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to governmental units and public employee retirement systems whose comprehensive annual financial reports (CAFR's) are judged to substantially conform to program standards. 'to /S!� P 4a OF IN[ F9 w AND President uraoa ., a r0.ivOW,igN S Executive Director - R1 t �_., s B 1 G Q f L i- t: I� certified public accountaMs Cooperg Uyrand Honorable Mayor and Council Members l city of Tigard Tigard, Oregon We have examined the general purpose financial state ments' of the City. of Tigard, Oregon as of and for the year ended June 30, 1987, as listed in the table of contents. Our examina- tion was made in accordance with generally accepted auditing standards and the Minimum Standards ,for Audits of Oregon Municipal Corporations and, accordingly, included such 'tests of the account- ing records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the general purpose financial statements y referred to above present fairly the financial position of the City,of Tigard, Oregon as of June 30, 1987, and the results of its operations and the changes in financial position of its Enterprise Funds and Pension Trust Fund for the year then ended, in conform- l ity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Our for the purpose o examination was mf forming an opinionon the general purpose financial statements ,taken as a k; whole. The combining, ,individual fund, and individual account <group financial statements and other financial schedules;listed as supplementary data in the table of contents are presented for y purposes of additional analysis and are not a required part of the general purpose financial statements of the City of Tigard, Oregon. Such information has been subjected to the auditing pro- cedures applied in the examination of the general purpose finan- cial statements and, in our opinion, is fairly stated in all material respects in relation to the general purpose financial statements taken as a whole. f �. The other data included in this report, designated as the statistical section in the table of contents, has not been audited by us and, accordingly, we express no opinion on such data. 4 COOPERS & LYBRAND I By John L. Dethman, a partner i Portland, Oregon i ^' September 11, 1987 1 j R K E I � i e s k This page intentionally left blank. ) - s T r.. E Fa r� CIT] OF TIGARD, OREGON -- COMBINEDBALANCE<SKEET ALL FUND TYPES AND ACCOUNT GROUPS June 30, 1987 r- f . Governmental Special Debt ASSETS General Revenue Service r Assets. $1,091,865 $1,878,040 $35,284 Cash and investments 9,796 Accounts receivable 178,761 29,792 ; Property taxes receivable 57,769 Contract receivable Assessment liens receivable Unassessed projects in process Accrued interest on delinquent assessments 683,034 37,840 Due from other funds 1,507 Inventory of gasoline Fixed assets, net Amount available for bonded debt service j Amount to be provided for retirement of i general,long-term debt Total assets $L; &L=LU2 $L Qu.880 $6,077 LIABILITIES AND FUND EQUITY Liabilities: Accounts payable and accrued liabilities $ 349,852 $ 52,320 Deposits 134,214 Due:to other funds 13,000 706,188 Deferred revenues: 1,004 Account receivable 152,232 $26,218 Property,taxes 57,769 4 . Contract receivable Assessment liens receivable Unassessed projects in process Accrued interest on delinquent assessments j Capital lease obligation Accrued vacation payable Deferred compensation payable Amount due to Special Assessments Fund ' Bonds payable Total liabilities 708,071 758,508 261218 Hund equity: 1 . Contributed capital Investment in general fixed assets Retained earnings Fund balances (deficit): Reserved for employee retirement benefits 1,314,661 1,157 X372 38,858 Unreserved Total fund equity 1,314,661 1,157,372 38,858 Total liabilities and fund equity $ $ $ _ l The accompanying notes are an integral part of the general purpose financial statements. � - � C i Fiduciary Fund ciaTes Proprietary Fund Types Account Groups Total Spel Fund Type Trust General General Long- Assessment Enterprise and Aaencrandum Only) y Fixed Assets Term Debt (Memo $, 315,181 $ 807,979 $2,244,004 $ 6,372,353 223,157 232,963 :.8,311 216,864 57,769 1,565,038 1,565,038 280,010 280,010 78,028 78,028 720,874 1,507 7,087,410 $5,811,596 12,899,006 $ 38,858 38,858 8,101,747 3,101,747 $ 6,907 $ 228,708 $ 637,787 134,214 720,874 1,686 1,004 178,450 57,769 ` 1,515,838 1,515,838 280,010 280,010 78,028 78,028 $ 224,116 224,116 9,257 126,539 135,796 $ 463,909 463,909 124,950 124,950 2,479,000 2,665,OCO 5,144,000 4,359,783 239,651 4632909 3,140,605 9,696,7.45 7,255,811 7,255,811 $5,811,596 5,811,396 631,405 531,405 1,780,095 1,780,095 (2,121,526) 389,365 (2,121,526) 7887,216 1,780,095 5,811,596 15,868,272 I , y CITY OF TIGARD,:OREGON COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES F11 IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES ,,, for the fiscal year ended June 30,1987 v Total Special Debt Special (Memorandum General Revenue Service Assessments Only) Revenues: Taxes $1,648,246 $ 159,554 $1,807,800 Franchise fees 745,520 745,520 Special assessments $ 547,106 547,106 Licenses and permits 642,222 $ 8,739 650,961 § Intergovernmental revenues 510,284 736,556 1,246,840 Charges for services " 23,580 358,804 382,384 Fines and forfeitures 144,559 144,559 Miscellaneous revenues, primarily interest 272,882 66,208 2,609 238,888 580,587 Total revenues 3,987,293 1,170;307 162,163 785,994 6,105,757 Expenditures: Current: Community services 2,367;972 82,487 2,450,459 Communitydevelopment 848,023 614,433 1,462,456 Policy and, administration 87,870 24,039 111,909 City-wide support functions 592,863 91,921 684,784 Capital projects 62,548 268,347 418,362 749,257 Debt service: Principal 70,000 70,000 Interest _ 217,937' 242,951 460,888 Total expenditures 3,959,276 1,081,227 287,937 661,313 5_,989,753 Excess of revenues over (under) expenditures 28,017 89,080 (125,774) 124,681 116,004 Other financing sources (uses): Proceeds of refunding bonds 2,127,000 2,127,000 Payment to refund bonds escrow agent (2,087,501) (2,087,501) Proceeds from capital lease 250,574 250,574 Total other financing sources 250,574 39,499 290,073 IIII Excess of revenues and other sources (uses) over (under) expend- itures 278,591 89,080 (86,275) 124,681 406,077 Fund balances (deficit) - beginning of year 1,036,070 1,068,292 125,133 (2,246,207) (16,712) Fund balances (deficit) - end of year u The accompanying notes are an integral part of the general purpose financial statements. 3 [st CITY OF TIGARD, OREGON COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET (NON-G.WUP BASIS) AND ACTUAL- ALL GOVERNMENTAL FUND TYPES for the fiscal year ended June 30, 1987 I General Fund Special Revenue Funds variance variance Favorable Favorable { (Unfavor- (Unfavor iiud-get Actual able Budget Actual able Revenues: Taxes $1,607,500 $1,648,246 $ 40,746 E Franchise fees 790,000 745,520 (44,480)' Special assessments Licenses and permits 554,000 642,222 88,222"$ 8,000 $ 8,739 $ 739 r- Intergovernmental revenues 495,000 510,284 15,284 720,149 736,556 16,407 4 Charges for services 36,000 23,580 (12,420) 380,561 358,804 (21,757) i Fines and forfeitures 155,000 144,559 (10,441) Miscellaneous revenues, primarily r interest 155,500 272,882 117,382 44,518 66,208 21,690 Total revenues 3,793,000 3,987,293 194,293 1,153,228 1,170,307 17,079 Expenditures: Current:, Community services 2,413,911 2,367,972 45,939 94,000 82,487 11,513 Community development 925,445 848,023 77,422 617,673 614,433 3,240 Policy and administration 97,000 87,870 9,130 25,000 24,039 961 City-wide support functions 355,000 342,289 12,711 107,500 91,921 15,579 Contingency 1,072,073 1;072,073 53,100 53,100 Capital projects 98,000 62,548 35,452 1,200,327 268,347 931,980 Debt service: Principal Interest - : Total expenditures 4961,429 3,708,702 1,252,727 2,097,600 1,081,227 1,016,373 Excess of revenues over (under) R expenditures (1,168,429) 278,591 1,447,020 944 1 372) 89,080 ' ,033,452 Other financing sources (uses): F.r` Proceeds of refunding bonds ` Payment to refunded bonds escrow agent Total other financing sources r.�. (uses) Excess of revenues and other s sources over (under) expenditures and other uses (1,168,429) 278,591 1,447,020 (944,372) 89,080 1,033,452 [ S Fund balances - budgetary basis, beginning of year 1028,304 1,036,070 7,766 1,068,292 1068,292 Fund balances - budgetary basis, $372, 157 , end of year $ ) 1,314,661 S $ 11.0452ti Adjustments from budgetary basis to generally accepted accounting principles: A. Cumulative effect of differences between budgetary basis and gener- ally accepted accounting principles basis of reporting beginning fund balance Bond principal payments budgeted as expenditures r, Fund balances (deficit) - generally accepted accounting principles basis, " end of year $ $ 157372 r The accompanying notes are an integral part of the general purpose financial statements. 4 _r Total Memorandum Onl sp ecial Assessments Variance Debt Service Fund Variance Favorable Variance Favorable (Unfavor- Favorable (Unfavor- able Unfavor- able Budaet Actual able; Bum Actual Eudget Actual E $ 1,902,500 $1,807,800 $ (94,700) $295,000 $ 159,554 $ (135,446) 790,000 745,520 (44,480) $ 520,951 $ 547,106 $ 26,155 520,951 547,306 26,155 562,000 650,961 88,961 1,215,149 1,246,840 31,691 416,561 382,384 (34,177) 155,000 144,559 (10,441) 1,609 238,888 238,888 201,018 580,587 379,569 fi 1,000 2,609 296,000 162,163 133 837) 520,951 785,994 265.043 5 763,179 6 105,757 34___?_._578 2,507,911 2,450,459 57,452 1,543,118 1,462,456 80,662 122,000 111,909 10,091 462,500 434,210 28,290 1,125,173 1,125,173 4,000,049 418,362 3,581,687 5,298,376 749,257 4,549,119 278,000 278,000 323,000 348,000 (25,000) 45,000 70,000 (25,000) 242,951 242,951 _„�_ 493,951 460,888 33,063' 251,000 217,937 33,063 ' ,937 8,063 4_,521,000 _939 __ _313 3 581,687 11,876,029 6 017,179 5 8 296,000 58,850 287 125 774) (_4,0-0-0,.0-4-9) 153 319) 3.846,730 6 112 850) < 88,578 6,20_ 1428 125 774) _�L- (4,000,049) 4,000,049 2,127,000 (1,873,049) 2,127,000 2,127,000 4,000,049 _ (2 08_, 7,501) (2,087 501) (z oa ,501) (2 o87f501) (4 000,049) 4 000,049 39,499 (3 960,550) 39,499 39L499 4000,049 (86,275) (86,275) 153,319) (153,319) (2,112,801) 128,077 2,240,878 3 256 827 2 740,288 516 539) 3 1 035,098 510,793 524 305) __1__._c__. 125,133. 125,13., $ 2,868,365 357,474 $ ) $ $ 38,858 $ ) $ (2,757,000)' (2,757,000) 278,000 278,000 $( ) $ $ CITY OF'TIGARD, OREGON COMBINED STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS/FUND BALANCE - ALL PROPRIETARY FUND TYPES AND SIMILAR TRUST FUND for the fiscal year ended June 30, 1987 Proprietary Fiduciary Total Fund Zype Fund Type ,(Memorandum Enterprise Pension Only) Operating revenues: 726,102 Service charges $726,102 $ Pension contributions $_153,9f1 153,961 Total operating revenues 726,102 153,961 880,063 Operating expenses: 388,361 388,361 Salaries and wages 62,378 62,378 Contracted services278787 278,787 , General and administrative and other 231,504 231,504 Depreciation 152,762 152,762 Benefit payments and withdrawals SO4 804 Contractcharges Total operating expenses 961,030 153,566 1,114;596 Operating income (loss) (234,928) 395 (234,533) Nonoperating revenue - Interest _41,432 149,983 191,415 Net income (loss) (193,496) 150,378 (43,118) Add: Depreciation on fixed assets donated or acquired from capital contri- butions that reduces contributed 195,764 195,764 capital Increase in retained earnings/fund 2,268 150,378 152,646 balance Retained earnings/fund balance - beginning 629,137 16,629,717 2,258854 of year Retained earnings/fund balance - end of year $ $ $ The accompanying notes are an integral part of the general purpose financial statements. 5 CITY OF TIGARD, OREGON COMBINED STATEMENT OF CHANGES IN FINANCIAL POSITION - _ ALL PROPRIETARY FUND TYPES AND SIMILAR TRUST FUND for the fiscal year ended June 30,'1987 R Proprietary Fiduciary Total Fund Type Fund Tvpe (Memorandum NEnte�r�orise Pension Trust Only)_ Workingcapital provided (used): In operations: $(193,496) $150,378 $(43,118) Net income (loss) m Charges to operations not requiring outlay of working capital in the 331,504 231,504 r current period - depreciation Working capital provided from 38,008 150,378 188,386 operations Capital contributions, net of donated 149,105 4 149( ,105 fixed assets of $533,731 (5,999) 5 999) Fixed,asset additions Increase in working capital Changes in components which increased (decreased) working capital: $ 32,739 $150,378 $183,117 Cash and investments 127,278 127,278 Accounts receivable (392) (392) Property taxes receivable Accounts payable and accrued 1,544 1,544' r liabilities 17,767 17,767 Customer deposits (6,694) (6,694) Accrued vacation8872 -8,872- Due to other funds Increase in working capital $1814 S� $ — x 17, 1. The accompanying notes are an integral part of the ,general purpose financial statements. 6 h 1 NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS t�t� CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS 1. Summary of Significant Accounting Policies: Governmental Entities Included in the combined Financial Statements All significant activities and organizations with which the City exercises oversight responsibility have been included in the 1 City's combined financial statements for the year ended June 30, 1987. The following criteria ' regarding manifestation of oversightwere considered by ` the City in its evaluation of City organizations and activities: Financial interdependency - whether the City receives financial support or provides financial benefit to the organization is responsible for or has directly or indirectly guaranteed the organization's debts. Authoritative appointment of governing authority whether the City Council appoints the organization's governing authority and maintains a significant continuing relationship with the governing authority pertaining to the public functions of the organization. There are many governmental , agencies including Washington County � T and certain school districts and various service districts which i provide services within the City. These agencies have indepen- dently elected governing boards and the'City-does-not manifest any oversight responsibility. Therefore, financial information for these agencies is not included in the accompanying combined finan- cial statements. Eases of Accounting ~' The Governmental Fund Types are maintained on the modified accrual basis of accounting. Under the modified accrual basis of account ing, revenues are recorded in the accounting period in which they become measurable and available and expenditures are recorded at the time liabilities are incurred, except for: Interfund transactions for services which are recorded on the accrual basis. Interest on general obligation bonds which is recorded .. on its due date Earned but unpaid vacations which are recorded as expenditures to the extent they are expected to be liq- uidated with expendable available financial resources. 7 z CITY OF TIGARD, OREGON .;; NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 1. Summary of Significant Accounting Policies, Continued: Bases of Accounting, Continued Revenues which were measurable and available at June 30, 1987 under the modified accrual basis of accounting were as follows: Federal and state grants (to the extent that revenues are -recorded as eligible expenditures are incurred) . State, county, and local shared revenues for cigarette tax, liquor tax and other. Property tax revenues and assessment liens principal _installments which are collected within sixty days following year end. The Enterprise Funds and Pension Trust Fund are accounted for f utilizing the accrual basis of accounting. Under the accrual basis of accounting, revenues are recorded at the time they are earned and expenses are recordedat the time liabilities are l incurred. The _bases of accounting, described above are in accordance with generally accepted accounting principles'. 1 I Total (Memorandum only) Columns The Total (Memorandum Only) columns on the combined financial statements represent an aggregate of the columnar statements by fund type and account group; they do not represent consolidated f financial information. Investments Investments, included in cash and investments, are carried at cost which approximates market. Receivables t Receivables for federal and state grants, and state, county and local shared revenues, included in accounts receivable, are recorded as revenue in the governmental funds as earned. Receivables of the Enterprise Funds are recorded as revenue as {. earned, including services earned but not billed. 8 1 i E - - CITY OF TIGARD OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 1. Summary of Significant Accounting Policies, Continued: Receivables, Continued Property taxes receivable for the Governmental Fund Types ,which - - have been collected within sixty days subsequent to year end are considered measurable and available and are recognized as revenues. All other property taxes are offset by deferred property tax revenues and, accordingly, have ,not been recorded as revenue. Property taxes become a lien on January 1 for personal property and on July 1 for real property. All taxes are levied on July i. Collection dates are November 15, February 15, and May 15. Dis- counts are allowed if the 'amount due is received by November 15. Taxes unpaid and outstanding on May 16 are considered delinquent. Assessments are recognized as receivables at the time property owners are assessed for ;property improvements. Assessments receivable expected to be collected within sixty days after year end are considered measurable and available and are recognized as, revenues. All other assessments receivable are offset by a deferred revenue account and, accordingly, have not been recorded as revenue. Unassessed ,projects in process in the Special Assessments Fund represent costs incurred for future assessments not formally levied against the benefited property owners. -Those receivables are recognized when the costs are incurred and entirely offset by a deferred revenue account and, accordingly, have not be recorded as revenue. Accrued interest on delinquent assessments are recorded as a by a deferred revenue account, and receivable and entirely offset accordingly, have not be recorded as revenue. The contract receivable due from Unified Sewerage Agency in the General Fund is offset by a deferred revenue account. Revenue is recognized when payments on the receivable are made. Inventory of Gasoline Inventory of gasoline is stated on the first-in, first-out basis and is charged to expenditures as used. EnterpriseFundFixed Assets Purchased fixed assets are stated at historical cost or estimated historical cost when historical cost is not available. The total amount of fixed assets valued at estimated historical cost is not v 9 CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 1. Summary of Significant Accounting Policies, Continued: Enterprise Fund Fixed Assets, Continued available. Donated assets are recorded at fair market value at date of donation. Estimated fair market value of donated assets is determined based on engineering estimates of current cost or price indexed costa The total amount of 'fixed assets donated is not available. Depreciation is computed on assets in service, .' using the straight-line method over their estimated useful lives: Building 40 years Sewer system 40 years Storm Drainage' system 40 years 5 to 10 years Equipment g� Autos and trucks 3 years 4., Depreciation expense on fixed assets donated or acquired from w capital contributions is recognized as a reduction of contributed capital. Such reduction is recorded by'a transfer from retained earnings. Normal maintenance and repairs are charged to operations as are curred. Major additions, improvements and replacements are capitalized. Gains or '`losses from sales or retirements of fixed _ assets are included in operations. e- General Fixed Assets General fixed assets are stated at historical cost or estimated historical cost when historical cost is not available. The total amount of fixed assets valued at estimated historical cost is not available. Fixed assets are charged to expenditures in the Governmental Fund Types as purchased and capitalized in the General Fixed Assets Account Group. Maintenance and repairs of fixed assets are charged to expenditures in the Governmental Fund Types as incurred and are not capitalized. As fixed assets are disposed of, the estimated historical cost or historical cost is removed from this account group; proceeds from sales of general fixed assets are recorded as General Fund revenue. Depreciation is not computed on general fixed assets. Expenditures for public domain fixed assets (streets, sidewalks, curbs and gutters, lighting systems and similar assets) that are immovable and of value only to the City as a governmental unit are reported as expenditures as incurred and are not capitalized. t � i t: 10 CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 1. Summary of Significant Accounting Policies, Continued: i Long-Term Debt Long-term 'debt directly related and expected to be paid from the Enterprise Funds or Special Assessments Fund is recorded in these funds. All other unmatured long-term debt is recorded in the General Long-Term Debt Account Group. Repayment of general bonded debt recorded in the General Long-Term Debt Account Group is made , from the Debt` Service Fund. Payment of vacation iabilities, capital lease obligation and the amount due to Special Assessments Fund in the General Long-Term Debt Account Group will be made from .,r the 'General Fund. i Accrued Vacation Pay Accumulated vested vacation pay is accrued in the Enterprise Funds as it is earned by employees. In Governmental Fund Types the j amounts, if any, expected to be liquidated with expendable available Ik resources are accrued as liabilities ofthefunds and the amount payable from future resources is recorded in the General Long-Term Debt Account Group. Sick pay is recorded in all funds when leave is taken. Contributed Capital Contributed capital in the Enterprise Funds represents the accumu G lation of contributions in the form of cash or other assets which generally do not have to be returned to the contributor. Such contributions are recorded directly to contributed capital and, accordingly, are not recognized as revenue. The following trans- actions are recorded in contributed capital in the Enterprise Funds Receipts of federal and state grants for acquisition of fixed assets 1. Fixed assets contributed from other funds or the General Fixed Assets Account Group. Contributions from others for the acquisition or con- struction of fixed assets. - Transfers from retained earnings for depreciation or, i fixed assets donated or acquired by contributed capital resources. 11 t CITY OF TIGARD, OREGON NOTES TOGENERALPURPOSE FINANCIAL STATEMENTS, Continued 1. Summary of Significant Accounting Policies, Continued: _ Budget A budget is prepared for each fund except for the Fiduciary Fund Types, in accordance with the modified accrual basis of accounting for governmental funds with certain modifications as explained in Note 3, the accrual basis of accounting for Enterprise Funds, and in accordance with the legal requirements set forth in the Oregon Local Budget Law. Appropriationsare made at the major program level for each fund. Appropriations may not be legally overex pended. Appropriations lapse at the end of each fiscal year. Budget amounts include original approved amounts and all sub- sequent appropriations transfers approved by the City Council. After budget approval, the city Council may approve supplemental appropriations if an occurrence, condition, or need exists which had not been ascertained at the time the budget was adopted. the fiscal year ended Jappropriationsed. une 30, ;1987, several transfers were made as well as one supplemental budget appropria- tions. The budget for the funds includes capital outlayexpenditures in each program for capital outlay applicable to that program. Capital outlay expenditures benefiting the City and not an identifiable program are reported separately. 2. Organization and Operation: The City of Tigard, under its Charter of 1962, is governed by an elected mayor and four councilmembers who comprise the city Council. The _City's financial operations are accounted for in the following funds and account groups: Governmental Fund Types General Fund: This- fund accounts for the City's general operations. It is used to account for all transactions not specifically related to the City's other funds. Special Revenue Funds: Federal Revenue Sharing Fund: This fund accounts' for Federal Revenue Sharinentitlements. t State Tax Street Fund This fund accounts for. revenues 1 . receLved from state gasoline taxes which are to be (' expended as specified in the Constitution of the State of Oregon, Article IX, Section 3. 12 CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 2. Organization and Operation, Continued: Governmental Fund Types, Continued Special Revenue Funds, Continued: StreetsSDCFund: This fund accounts for system develop- r ment' charges to be used for major repair and improvement to extracapacity street facilities. Parks SDC Fund: This fund accounts for system develop- ment charges for major improvements to recreational facilities within the City. Countv Road Levv Fund: This fund accounts for aspe sial, one-time property tax levy from Washington County for the maintenance and repair of roads. ' County Gas Fund: This fund accounts for road tax monies .: received from Washington County for the maintenance and operation ,of roads. s Debt Service Fund: This fund accounts for payment of general < obligation bond principal and interest. The principal source of revenue is from property` taxes. Special Assessments Funds This fund accounts for construc- tion and financing of specific street and sanitary sewer and f storm drainage projects which benefit property owners. The fund's primary financing sources are assessments against owners of benefited property and contributions from other funds for their share of costs. Enterprise Funds Sewer Fund: This fund accounts for the City's sewer utility operations Storm Drainage Fund: This fund accounts for the City's storm drainage operations. ' Fiduciary Fund Types Deferred Compensation Fund: This fund accounts for monies withheld from employees under deferred compensation plans and the earnings on the investment of those funds (Note 11) . J4 13 CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 2. 2Eganization and Operation, Continued: Fiduciary Fund Types, Continued Pension Trust Fund: This fund accounts for the police em- ployees' pension plans (Note 11) . Account Groups 17, General Fixed Assets: This account group accounts for the _ City's investment' in fixed assets, with the exception of those assets held by the Enterprise Funds. General Long-Term Debt: This account group accounts for ( long-term indebtedness not recorded in the Enterprise Funds 1 and Special Assessments Fund. 3. Reconciliation of Generally Accepted Accounting Principles Basis to Budgetary Basis: The budget for the General Fund and the Special Assessments ,Fund _,. of the City are prepared differently from generally accepted accounting principles. Therefore, the Combined Statement of Revenues, Expenditures and Changes in Fund Balances - : Budget (Non-GAAP Basis) and Actual All Governmental Fund Types is pre- sented on the budgetary basis and is adjusted to the Combined Statement of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types presented on the generally accepted accounting principles basis. The following is a reconciliation of the differences between the budgetary basis and generally accepted accounting principles basis for the excess of revenues and other sources over (under) expenditures and other uses for the aforementioned general purpose financial statements: it 1 . 14 CITY OF TIGARD, OREGON T NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 3. Reconciliation of Generally Accepted Accounting Principles as toBudgetary Basis, Cont nued: ' .Special General Assessments f Fund Fund I Excess of revenues and other sources over expenditures - generally accepted accounting principles basis (page 3) $278,591 $124,681 Expenditures: Bond principal payments budgeted 000) �- as expenditures (278, Expenditure for asset additions under a capital lease not recognized as an expenditure on a budgetary basis 250,574 250,574 (278,000) Other financing sources (uses) : Other financing source from capital lease not recognized on a budgetary .. basis (250,574) Excess of revenues and other sources over (under) expenditures and other uses $278.591 $( 53 ) ` 4. Cash and Investments: The City maintain:. a cash and investment pool that is available for use by all furads. e.cept the Deferred Compensation Fund and Pension Trust Fund. Each fund type's portion of this pool is displayed on the combined balance sheet as "cash and investments". The investments of the Deferred Compensation Fund and Pension Trust Fund are held separately from those of other City funds. Cash and investments are comprised of the following at June 30, 1987: E Cash on hand $ 650 Cash held by Department of Finance, Washington County 19,959 Deposits with financial institutions 106,559 t. Investments 6,245,185 $LIU i f ff' 15 I CITY of TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 4. Cash and Investments, Continued: Deposits m, Deposits withfinancialinstitutions include bank demand deposits and time deposit accounts. The total bank balance is $181,933 (book balance is $106,559) . Of these deposits, $10o,000 was covered by. federal depository insurance, $81,933 was collateral- ized with securities held by financial institutions in the City's name. Oregon Revised Statutes require the depository institution to maintain on ,deposit with a collateral pool manager securities Mhaving a value not less than 25% of theoutstandingcertificates of participation issued by the pool manager. No 'portion of the City's deposits with financial institutions was uncollateralized ' at June 30` 1987. Investments � . State statutes authorize the City to invest primarily in general obligations of the U.S. Government and its agencies, certain bonded obligations of Oregon municipalities, bank repurchase agreements, bankers' acceptances, and the state treasurer's investment'pool'. r' The city's investments are categorized below to give an indication of the level of risk assumed by the City at June -30, 1987. Category 1 includes investments that are insured or for which the �. securities are held by the City or its agent in the City's name. Category 2 includes uninsured investments for which the securities are held in the City's name by the trust department of the financial institution selling the security to the City. Category 3 includes uninsured investments for which the securities are held by the financial - institution selling the security to the City or by its trust department, but not in the City's name. There were no category 1 and 2 investments at .. ,lune 30, 1987. 16 low CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued I 4. Cash and Investments, Continued: Investments, Continued Category Carrying Market 1 2 3 Amount Value Held by custodian under_` deferred' compensa- $ tion plan 463,909 $ 463,909 $ 463,909 i Held by custodian under pension plan 1,780,095 1;780,095 1,780,095 $Z_Z44.004 2,244,004 2,244,004 t Statetreasurer's 8,001,181 4,001,181 investment pool i " Total invest- 45 X85 ments $Sz.�4� $6�___- t 5. Contract Receivable: This represents the balance ' due to the City from the Unified Sewerage Agency of Washington County resulting from the sale of certain sewage ' treatment' and collection facilities to the Agency in 1970. This contract is recorded in the General Fund because at the time of sale of the facilities, the City's sewer operationsn were accounted for in the General Fund. Amounts due at June 30, 1987 comprise: Total receivable $64,999 Less unearned interest 7,230 $�m The contract requires annual payments of $3.4,442 plus 5% interest on the unpaid balance to July 1, 1991. t 6. Assessment Liens Receivable: Assessment liens receivable represent the uncollected amounts levied against benefited property for the cost of local improve- ments. Because the assessments are liens against the benefited property, an allowance for uncollectible amounts is not deemed necessary. Substantially all assessments are payable over a period of ten to twenty years. Assessments bear 7% to 10.8% interest: 17 CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 7. Interfund Receivables and Payables: Interfund receivables and payables at June 30, 1987 are: Special Enter- General Revenue prise - FundFunds Funds' Total ' Due from other funds: - General $ 13,000 $ 13,000 Streets SDC 22,829 22,829 State Tax Street $409,145 409,145 Parks SDC 145,531 145,531 County Road Levy 65,515 2,011 67,526 County Gas Tax 61,-157 61,157 ( 1,686 1,686 f Sewer` Due to other funds: $681,348 $1,686 $683,034 General 13,000 State TaxStreet $ 13;000 22,829 22,829 Streets SDC County Gas Tax 2,-0I1 2,011 $i_j� 8. Fixed Assets: Fixed assets and related changes therein are as follows: ENTERPRISE FUNDS Balance Balance June 30, June 30, 1986 Additions 1987 Land $ 2,484 $ 2,484 53,540 Building 53,540 Sewer system 4,689,278 $366,972 5;056,250 Sewer drainage system 4,960,141 166,759 5;126,900 Equipment 122,088 5,999 128,087 Autos and trucks 28 710 28,710 9,856,241 539,730 10,395,971 Less accumulated 057 231,504 308,561 depreciation 3,Q77, 3, 18 r { CITY OF TIGARD? OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued ; f ' S. Fixed Assets, Continued: { f GENERAL FIXED ASSETS ACCOUNT GROUT= Balance Balance � June 30, June 30, 1986 Additions 1987 j i Land $ 913,481 $ 17,600 $ 931,081 t, Buildings 2,823,235 62,548 2,885,783 I Equipment 759,768 101,343 861,11.1 Autos and trucks 178,595 142,227 320,822 , Office equipment 195,850 250,574 446,424 v- 303,283 63,092 366,375 Library books $5'+74. i z 0-7 $5 811.596 i w 4 7 1 f f i 19 . CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 9. Lona-Term Debt: Bonds Payable r Bonds payable transactions for the year and future maturities of bond principal and interest at June 30, 1987 are as follows: Princi a1 Matured Outstanding Issued and Paid Defeased Outstanding i June 30, During During During June 30, i 1486 Year Year Year 1987 Interest. G General Obligation Bonds: ; General obligation city building bonds with i interest rates from 5.95% to 18% (original amount $4,415,000): Fiscal year: 1987 $ 45,000 $ 25,000 $70,000 85,000 $ 174,438 1988 50,000 35,000 $ 55,000 35,000 90,000 167,037 1990 60,000 35,000 95,000 158,951 65,000 40,000 1989 105,000 150,924 1991 115,000 142,363 1992 75,000 40,000 1993-1997 505,000 550,000 $ 335,000 720,000 567,545 1998-2002 ' 835,000 975,000 835,000 975,000 325,050 2003-2004 470,000 480,000 470,000 480,000 43,500 { $x,160 Q $pp00 $ Q $1+ 40.000 $2�fi_ Q $1.7_7 _94$ Matured Outstanding and Paid outstanding June 30, During June 30, i 1986 Year 1987 Interest v Bancroft Improvement Bonds: Seven general obligation improvement bond 3 issues with interest rates from 6% to 16.75% (original amounts $3,447,181): Fiscal year: $ 278,000 $278,000 1987308,000 $ 308,000 $215,932 E 1988 328,000 328,000 187,955 1989 363,000 363,000 156,929 1990 388,000 388,000 122,257 1991 433,000 433,000 83,269 1992 599,000 599,000 92,572 1993-1997 50,000 50,000 19,975 1998-2002 10,000 11000 575 2003 $ Z4 Other Long-Term Debt Changes in other long-term debt for the year ended June 30, 1987 are as follows: Outstanding Outstanding June 30, 1986 Additions Deletions June 30, 1987 Capital lease obligation,(computer system) $--.;.- S 4 $ S� Accrued vacation payable $ $ $� Amount due to Special Assessments Fund $__:_ The City leases its computer system under a 4 year capital lease. At the end of the lease term ownership of the computer system is transferred to the City. Principal and interest at 9% are due annually. Amount due to Special Assessments Fund will be funded over 15 years by the General Fund. 20 a i r n_ CITY OF T I GARD,' OREGON C NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued is r- 9. Long-Term'Debt, Continued: Other Long-Term Debt, Continued Future maturities of other long-term at June 30, 1987 are as follows: ; ` Amount Due to Accrued Special Capital Vacation Assessments LeasePayable Fund $ 69,178 $126,539 $ 8,330 1987 69,178 8,330 1988 69,178 8,330 1989 69,178 8,330 1990 8,330 199183,300 Thereafter Total 276,712 126,539 124,950 Less amount representing interest 52;596) ( y I. Total $22A UA $126,5 $ 2 . s 10. Contributed Capital: The changes in contributed capital were as follows: l t I Balance, beginning of year $6,768,739 Transfer of depreciation on certain contributed 185,764) fixed assets from retained earnings (195,764) Contributions from customers 836 Balance, end of year $7 1531 811 t. 11. Retirement Plans: Pe nsion Plans Full-time police employees who have completed six months of serv- ice are participants in a city sponsored pension program consist- ing of a defined benefit plan and a defined contribution plan. Required employer contributions are accounted for in a defined benefit plan and required employee contributions, which are also paidby the City, are accounted for in a defined contribution plan. 21 CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued G 11. Retirement Plans, Continued: M1 Pension Plans, Continued The cost of the defined contribution plan is accrued and funded currently. The cost of the defined benefit pian, including amortization of the unfunded priorservice cost over forty years 1 and normal cost, is also accrued and funded currently. Due to the unitary nature of the police pension program, these two, plans have been accounted forinone pension trust fund.' Pension-contribu- tions made to this fund by the City for the year ended June 30 1987 were $153,961. There are no unfunded accrued liabilities for , these plans. A comparison of accumulated plan benefits and plan net assets for the,police employees', defined benefit plan as of July 1, _'1986, the i - latest actuarial valuation study, is presented below: Actuarial present value of accumulated plan benefits: Vested $- 563,505 Nonvested 66,010 f Net assets available for benefits $1131.490 The weighted average assumed rate of return used in determining the actuarial present value of accumulated plan benefits was 7.5%. The City contributes to defined contribution plans for all eligi- ble employees. Eligible employees include all employees except police employees. Contributions to the plans are made to a fiduciary. The fiduciary holds the funds in trust and makes distributions as provided by the plans. Expenditures by the City for the plans were $51,290 for the year ended June 30, 1987. Deferred Com ensation Plan The City offers certain employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The plan, available to all City employees except police employees, �> permits them to defer a portion of their salary until .future years. Contributions for the plan are made to fiduciaries who hold the funds in trust for the plan participants. The deferred compensation is not available to employees until termination, retirement, death, or unforeseeable emergency. 22 CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 11. Retirement Plans, Continued: x DeferredCompensation Plan, Continued All amounts of compensation deferred under the plan, all property and rights purchased with those amounts, and all income attribut- able to those amounts, property, or rights are (until paid or made available to the employee or other beneficiary) solely the proper- ty and rights of the City (without being restricted to' subject only to the the provi- sions of under the plan), s of the city's general creditors. Participants' rights under the plan are equal to those of general creditors of the City's in an amount equal to the fair market value of the deferred account for each participant. The City believes that it is unlikely that it will use the assets to satisfy the claims of general creditors in the future. Expenditures by the City for the deferred compensation plan were $37,497 for the year ended June 30, 1987. 12. Transactions with Unified Sewerage Agency of Washington Count The City of Tigard collects charges for treatment of City sewage on behalf of the Unified Sewerage Agency of Washington fCounty (USA) and remits all collections to USA except for 30% f sewer service charges collected and 20% of connection charges collected, in accordance with an agreement between the City and USA dated ` January 18, 1972._ Payments of $1,058,978 were made to USA during 1987 under this agreement. The net amount retained by the City is reported as revenues in the Enterprise Funds in the Combined Statement of Revenues, Expenses and Changes in Retained Earnings/Fund Balance - All Proprietary Fund Types and Similar Trust Fund. Revenues are reported et net the City acts in a fiduciary capacity on behalf of U 13. Com nts and Contingencies: The City has a contingent liability against its full faith and credit for Bancroft improvement bonds recorded in the Special 1 ; Assessments Fund in the amount of $2,479,000. The City's general credit is obligated on these bonds only to the extent that liens ( foreclosed against properties involved in the assessment districts i and collections of related assessments and interest are insuffi cient to retire outstanding bonds and pay band interest. 1_ 23 F CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued s 14. Segment Information for Enterprise Funds: , The City°s two Enterprise Funds account for the acquisition, g operation, and maintenance of sewer and storm drainage systems which are supported by user charges. Segment information for the year ended June 30, 1987 is as follows: Sewer Storm Drainage Operations Operations_ Total Operating revenues $ 570,361 $ 155,741 $ 726,102 122,340 109,164 231,504 Depreciation 3 204,564) (234, 928) Operating loss (0,739) (191,757) (193,496) Net loss Current capital contri- 366,972 315,864 682,836 butions 166,759 539,730 Fixed asset additions 372,971 ' 799,806 Net working capital 506,440 485,906 Total assets 4,640,959 3,.485.,908 8,126,867 Total asseequits 4,404,289 3,482,927 7,887,216 15. Deficit Fund Balance: ' at The deficit of $2,121,526 in the Special Assessmenlication ts Fund of June 30, , 1987 arises principally because of the app generally accepted accounting principles to the financial report- ing for the fund. Bond proceeds used to finance construction of special assessment projects are not recognized as an "other a financing source" because the liabilities for special assessment bonds payable able are accounted for in the Special Assessments Fund. Special assessments are recognized as revenue only to the extent that individual installments are collected within sixty days following year end. _ 16. Bond Defeasance: On February 24, 1987, the City issued $2,215,000 in General Obligation Bonds with an average interest rate of 6% to advance refund $1,640,000 of outstanding 1984 Series bonds with an average interest rate of 10.44%. The net proceeds of $2,087,501 (after payment of $88,000 in underwriting fees and other issuance costs • and $39,499 of accrued interest) were used to purchase U.S. Government Securities. Those securities were deposited in an i { � P 24 f S 1 Elam— f CITY OF TIGARD, OREGON NOTES TO GENERAL PURPOSE FINANCIAL STATEMENTS, Continued 16. Fond Defeasance, Continued: irrevocable trust with an escrow agent to provide for future debt service payments on the 1984 Series bonds. As a result, r the 1984 Series bonds' are considered defeasedand the liability N for those bonds has been removed from the General Long-Term Debt Account Group. The City advance' refunded the 1984 Series bonds to reduce its total debt 'service payments over the next 17 years by approxi- mately $220,000 and to obtain an economic gain (difference between W the present values of the 'debt service payments on the old and new debt) of $158,870. On June 30,, 1987, $1,640,000 of bonds outstanding are considered defeased. I 25 I. 1 SUPPLEMENTARY DATA (Combining and Individual Fund and Account Group Statements and Other Financial Schedules) ..5 r `f GENERAL FUND This fund accounts for the financial operations of the City -which are not accounted for in any other fund. Principal resources are property taxes, franchise fees, intergovernmental revenues, and licenses and permits. Primary expenditures in the General Fund are made for police protection, community development and administration. - j i t k t k j I CITY OF TIGARD, OREGON GENERAL FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the fiscal year ended June 30, '1987 Variance Revised Favorable Budget Actual (Unfavorable) REVENUES: Property taxes: Current year $1,532,000 $1,549,314 $ 17,814 Prior years 75,000 98,932 23,932 Other 500 (500) Franchise fees 790,000 745,520 (44,480) Licenses and permits 554,000 642,222 88,222 Intergovernmental revenues 495,000 510,284 15,284 y 'Charges for current services 36,000 23,580 (12,420) Fines and forfeitures 155,000 144,559 (10,441) Use of money,and property' 104;000 111,759 7,759 Nonrevenue receipts 9,500 12,423 2,923 . Recovered expenditures and other _ 42,000 148,700 106,700 _ Total revenues 3,793,000 ` 3,987,293 194,293 Y BEGINNING FUND BALANCE AVAILABLE FOR 1,028,304 1,036,070 7,766 APPROPRIATION Total EXPENDITURES: Community services $2,413,911 $2,367,972 $ 45,939 Community development 925,445 848,023 77,422 Policy and administration 97,000 87;870 -9,130 City-wide support functions 355,000 342,289 12,711 Contingency 1,072,073 1,072 073 Capital projects 98,000 62,548 35,452 4,961,429 $ $ w UNAPPROPRIATED ENDING FUND (DEFICIT) BALANCE (1401125) $ 26 a SPECIAL REVENUE ,FUNDS r� The Special Revenue Funds account for revenue derived from, specific tax or other' earmarked revenue sources which are legally restricted to finance particular functions or activities. Funds included in this fund category are: Federal Revenue Sharing State Tax Stre",Nt Streets 'SDC Parks SDC County Road Levy County Gas Tax CITY OF TIGARD, 'OREGON SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET June 30, 1987 State County Tax Streets Parks Road County Street SDC SDC_ Lev Gas Tax Total LIMASSETS Cash and investments $670,927 $724,818 $155,922 $191,499 $134,874 $1,878,040 Accounts receivable Due from other funds 20,111 17,729 37,840 Total assets LIABILITIES AND .. I-UND EQUITY LIABILITIES: $ 52,320 $ 52,320 Accounts payable Due to other funds $409,145 22,829 '$145,531 $65,515 $ 63,168 7061188 Total liabilities409,145 75,149 145,531 65,515 63,168 758,508 FUND EQUITY: 984 71,706 1 157,372 Fund balances - unreserved 281,693 649,669 28,120 125, Total liabilities $ and fund balances $691Q38 $� $ $ $ r F" y u 27 6 Syr CITY OF TIGARD,_ OREGON SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES (GENERALLY ACCEPTED ACCOUNTING PRINCIPLES BASIS) for the fiscal year ended June 30, 1987 I Federal State County Revenue Tax Streets Parks Rozd County Sharin Street SDC SDC Lev, Gas Tax Total E ' REVENUES: Licenses and permits $ 8,739 $ 8,739 Intergovernmental revenues $19,734 457,130 $ 7,590 $252,102 736,556 S Charges for services $289,304 $ 69,500 358,804 32, 15,702 - 117 6,313 7,776 4,300 66,208 Total revenues 19 , Miscellaneous revenues - 734 481 571 321,421 75,813 15,366 456,402 1,170,307 , - EXPENDITURES: Community services 28,667 29,000 24,820 82,487 Community development 282,457 37,421 56,209 238,346 614,433 Policy and administra 12,019 24,039 .. tion 12,020 City-wide support 36,667 91,921 j functions 18,587 36,667 268,347 Capital projects 26,447 117,045 105,209 19,646 Total expendi- tures 47,254 386,591 154,466 161,418 19,646 311,852 1,081,227 Excess of revenues over (under) expenditures (27,520) 94,980 166,955 (85,605) (4,280) (55,450) 89,080 FUND BALANCES beginning 725 130,264 127,156 1,068,292 f of year 27,520 186,913 482,714 113, r FUND BALANCES - end of year $ t } F: t j 28 A CITY OF TIGARD, OREGON FEDERAL REVENUE SHARING FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the fiscal year ended June 30,1987 Variance Revised Favorable gudaet Actual (Unfavorable) REVENUES: - $48,718 $19,734 $(28,984) Federal revenue sharing entitlements 2,282 (2,282) Interest 51,000 19.,734 (31,265) Total revenues BEGINNING FUND BALANCE AVAILABLE FOR 27,520 27,520 APPROPRIATION Total `* Variance Revised Favorable Appranr�iations Actual (Unfavorable) EXPENDITURES: $40,000 $28,667 $11,333 Community services ` 27,500 18,587 8,913 City-wide support functions -' 67,500 $ $ UNAPPROPRIATED ENDING FUND BALANCE 11,020 ..: 29 CITY OF TIGARD, OREGON STATE TAX STREET FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the fiscal year anded June 30, 1987 variance Revised Favorable Budget Actual dUnfavorable) REVENUES: State gas tax $400,087 $457,130 $ 57,043 20,000 15,702 (4,298) Interest Lighting subdivisions 8,000 8,739 739 Total revenues 428,087 481,571 53,484 BEGINNING FUND BALANCE AVAILABLE 186,913 186,913 FOR APPROPRIATION Total $ $§68,484 $ a y' variance Revised Favorable Appropriations Actual SUnfavorable) ! EXPENDITURES: Community services $ 29,000 $ 29,000 43 282,500 282,457 $ _ Community development 12,500 12,G20 480 Policy and administration 40,000 36,667 3,333 City-wade support functions 53,100 53,100 Contingency 175,000 26,447 148,553 j Capital projects _• 592,100 . $ $ UNAPPPROPRIATED ENDING FUND BALANCE 22,900 �w 30 3 Emil CITY OF TIGARD, OREGON STREETS SDC FUIM SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the fiscal year ended June 30, 1987 R Variance Revised Favorable gudaet Actual (Unfavorable) REVENUES: $319,286 $289,304 $(29,982) System development charges 10,000 32,117 222,117.117 Interest 329,286 321,421 (7,865) Total revenues BEGI14NING FUND BALANCE AVAILABLE 482,714 482,714 FOR APPROPRIATION Total_ $ 2 444 504,13 $�LZ.�6�) Variance Revised Favorable A�$rooriations Actual (Unfavorable) " EXPENDITURES: $ 37,500 $ 37,421 $ 79 Community development 7741500 117,045 657,455 Capital projects $ Total F ' i 31 CITY or TIGARD OREGON PARKS SDC FUND 4M SCHEDULE Or REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the fiscal year ended June 30, 1987 Variance Revised Favorable gddget Actual (Unfavorable) REVENUES: System development charges $,61,275 $ 69,500 $ 8,225 Interest 5,000 6,313 1,313 Total revenues 66,275 75,813 9,538 BEGINNING FUND BALANCE AVAILABLE 113,725 113,725 FOR APPROPRIATIOtd Total $180.090 $ $�58 i 'I 1 Variance Revised Favorable Appropriations Actual (Unfavorable)- j -!` EXPENDITURES: ' Community development $ 59,173 $ 56,209 $ 2,964 Capital projects 120,827 105,209 15,618 ! $�8A 000 Total s i I 4E4 k .: 32 I `CITY OF TIGARD, OREGON COUNTY,ROAD LEVY FUND SCHEDULE OF REVENUES AND'EXPENDITURES'- BUDGET AND ACTUAL for the fiscal year ended June 30, 1987 Variance Revised Favorable Budget Actual (Unfavorable) REVENUES County maintenance and repair tax $ 2,500 $ 7,590 $ 5,090 Interest 7,236 7,776 540 Total revenues 9,736 15,366 5,636 BEGINNING FUND BALANCE AVAILABLE 130,264 130,264 FOR APPROPRIATION Total $ 4 $ $�,Si34 Variance Revised Favorable Appropriations Actual (Unfavorable) ` EXPENDITURES: Capital projects $130,000 $ 24.646 $ 4 sUNAPPROPRIATED ENDING FUND BALANCE 10,000 $ I i i ! 33 'I CITY OF TIGARD, OREGON COUNTY GAS TAX FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the discal year ended June 30, 1987 variance Revised Favorable Budget Actual (Unfavorable) REVENUES: County road tax` $268,644 $252,102 $(16,742) Interest 4,300 4,300 Total revenues 268,844 256,402 (12,442) BEGINNING FUND BALANCE AVAILABLE FOR APPROPRIATION 127,156 127,156 Total $326,000 $ $(12A4n2) Variance Revised Favorable Appropriations Actual (Unfavorable) .p. EXPENDITURES: Community services $ 25,000 $ 24,820 $ 180 Community development 238,500 238,346 154 Policy and administration 12,500 12,019 481 City-wide support functions 40,000 36,667 3,333 316,000 $311.952 $_4.148 UNAPPROPRIATED ENDING FUND BALANCE 80,000 i 34 i } MIN MINOR i SPECIAL ASSESSMENTS FUND I C i i The Special Assessments Fund accounts for the construc- tion and financing of specific street and sanitary sewer projects which benefit property owners. The fund's primary financing -- sources are assessments against -owners of benefited property. F Assessments, which become a lien against the benefited property, are levied based upon the estimated cost of the projects. The benefited property ,owner may elect to pay the assessment over a period of ten years (or twenty years for parking facilities and I for assessments levied after September 1971) in semi-annual installments. Upon completion;of the project, general obligation ten-year and twenty-year serial coupon bonds are sold in an amount equal to the unpaid assessments. 4 k I CITY OF TIGARD, OREGON SPECIAL ASSESSMENTS FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the fiscal year ended June 30, 1987 Variance Favorable Budget Actual (Unfavorable) REVENUES: + Collection of bonded assessments $ 520,951 $ 547,106 $ 26,155 Interest on assessments 221,062 221,062 Interest on investments 17,826 17,826` Total revenues 520,951 785,994 265,043 OTHER FINANCING SOURCES: Bond proceeds 4,000,049 (4,000,049) Total revenues and other financing sources 4,521,000 785,994 (3,735,006) BEGINNING FUND BALANCE AVAILABLE tt{ FOR APPROPRIATION 1,035,098 510,793 (524,305) Total $5556.098 $1,_29 $(4,Z59,�,11) EXPENDITURES: Capital projects $4, ,049 $000 418.362 $3,581,687 f Bond principal: _. Bancroft #11 3 vv"00 3,000 12 15,000 15,000 13 35,000 35,000 14 10,000 10,000 15 70,000 70,000 16 110,000 110,000 17 35,000 35,000 Total bond principal 278,000 278000 Bond interest: Bancroft #11 1,759 1,759 12 3,532 3,532 13 30,158 30,158 14 18,003 18,003_ 15 58,850 58,850 16 92,468 92,468 17 384181 38,181 Total bond interest 242,951 242,951 Total expenditures 4,521,000 $ S 5 UNAPPROPRIATED ENDING FUND BALL.RCE 1,035,098 �r 35 ENTERPRISE FUNDS These funds are used to finance and account for the acquisition, operation and maintenance of sewer and storm drainage facilities which are supported by user charges. Funds included in this fund category are: Sewer Fund Storm Drainage Fund Fa�..ra CITY OF TIGARD, OREGON ENTERPRISE FUNDS COMINING BALANCE SHEET June 30, 1987 Storm Sewer Drainage F Fund Fund Total ASSETS: Current assets: Cash and investments $ 557,987 $ 249,992 $ 807,979 _ Accounts receivable 177,477 45,690 223,167 Property,taxesreceivable7,646 665 8,311 Total current assets 743,110 296,347 1,039,457 Fixed assets,,net 3,897,849 3 189 561, 7,087,410 LIABILITIES AND FUND EQUITY: <Current liabilities: _. Accounts'payable and accrued liabilities $ 228,708 $ 228,708 Accrued vacation pay 6,276 $ 2,981 9,257 Due to other funds 1,686 1,686 Total current liabilities 236,670 2,981 239,651 Fund equity: - Contributed capital 3,704,386 3,551,425 7,255,811 Retained earnings (deficit) 699,903 (68,498) 631,405 Total fund equity 4,4041289 3,482,927 7,887,216 $4�.64Q.959 $3_.4A5;908 $x.126.867 a 36 - - - - - - - - 1 CITY OF TIGARD, OREGON ENTERPRISE FUNDS COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS for the fiscal year ended June 30, 1987 Storm Sewer Drainage Fund Fund Total OPERATING REVENUES: $570,361 $155,741 $726,102 Service charges OPERATING EXPENSES: 268,904 119,457 388,361 Salaries and wages 41,085 21,293 62,378 Contracted services 168,396 110,391- 278,787 General and administrative and other 122,340 109,164 231,504 Depreciation Total operating expenses 600,725 360,305 961,030 . (30,364) (204,564) (234,928) Operating loss y NONOPERATING REVENUE -Interest 28,625 12,807 41432 1 (1,739) (191,757) (193,496) Net loss I Add: Depreciation on fixed assets donated or acquired from capital contributions that 86,600 109,164 195,764 reduces contributed capital j Increase (decrease) in retained 84,861 (82,593) 2,268 earnings ? RETAINED EARNINGS - beginning of year 615,042 14,095 629,137 i RETAINED EARNINGS - end of year $ $�) $ 4Q5 f , f t_ 37 - 1 E i CITY OF TIGARD, OREGON ENTERPRISE FUNDS COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION for the fiscal year ended June 30, 1987 t Storm Sewer Drainage Total Fund Fund Working capital provided (used): -In'operations: $ (1,739) $(191;757) $(193,496) Net loss Charges to operations not requiring outlay of"working:capital in the current period - 122,340 109,164 231,504 depreciation Working capital provided £rom-(used in) 120,601 (82,593) 38,008 operations Capital contributions, 149,105 149,105 net of donated fixed assets of $366,972 and $166,759, 5 999) respectively (5,999) -s Fixed asset additions $ L31 $18i 114 Increase in working capital Changes in components which increased (decreased) 43,964 $ 32;739 rf working capital: $(11,225) $ 4.d.. Cash and investments 111,690 15,588 127'392) Accounts receivable 225 (617) 1,544 Property, taxes receivable 1,544 17;767 Accounts payable and accrued liabilities 17,767 Customer deposits (3,713) (2,981) (6,694) Accrued vacation (1686) 10,558 __8j 872 Due to other funds X11 :60 $ 66.5 $ 111 Increase in working capital C. 38 t SIMON'=�001= =MENA CITY OF TIGARD, OREGON SEWER FUND SCIMULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL B- for the fiscal year ended June 30, 1987 Variance Original Favorable Budget Actual SUnfavorable) REVENUES: Sewer service charges $ 595,000 $570,361 $(24,639) Interest 20,000 28,625 8,625 615,000 598,986 (16,014) Total revenues BEGINNING FUND BALANCE AVAILABLE FOR 615,042 391,842 (223,200) APPROPRIATION Total Variance Revised Favorable Appropriations Actual (Unfavorable) EXPENDITURES: Community services $ 137,250 $136,307 $ 943 Community development 264,000 222,335 41,565 40,000 38,461 1;539 Policy and administration city wide support function 90,000 82,502 7,498 87,638 87,538 contingency 473,000 4,779 468,221 Capital projects 1,091,888 $0 8a $f0-2--5-QA UNAPPROPRIATED ENDING FUND BALANCE 138,154 Total expenditures, as reported above $484,384122,340 Add depreciation (5,999) Less fixed asset additions Total expenses as reported on page 37 $ 39 CITY OF TIGARD, OREGON STORM DRAINAGE FUND SCHEDULE OF REVENUES AND EXPENDITURES - BUDGET AND ACTUAL for the fiscal year ended June 30, 1987 Variance Original Favorable Budget Actual (Unfavorable) REVENUES: Service charges $280,000 $304,846 $ 24,846 Interest 10,000 12,807 2,807 Total revenues 290,000 317,653 27,653 BEGINNING FT)ND BALANCE AVAILABLE FOR APPROPRIATION 100,000 14,0968( 5,904) Total $& $ $ ) i; Variance Revised Favorable' Appropriations Actual (Unfavorable) EXPENDITURES:, Community services $ 50,000 $ 49,597 $ 403 Community development 129,500 110,512 18,988 Policy and administration 25,000 24,038 962 City-wide support function 65,000 59,584 5,416 Contingency 12,387 12,387 Capital projects 1001000 7,410 92,590 .. 381,887 $ J $� UNAPPROPRIATED ENDING FUND BALANCE 8,113 (( Total revenues, as reported above $317,653 t Less amounts recognized as contributed capital (149,105) Total revenues as reported on page 37 $16 •548 ex enditures as reported above $251 Total p 141 p , Add depreciation 109,164 Total expenses as reported on page 37 $ 1 4,. 40 i FIDUCIARY FUNDS These funds account for resources received and held by the City in a fiduciary capacity. Disbursements from these funds are made in accordance with the trust agreement or conditions :of the trust for the particular fund. Funds included in this [ category are: Agency Fund - Deferred Compensation Fund Pension Trust Fund i I CITY OF TIGARD, OREGON FIDUCIARY-I"UNDS COMBINING BALANCE SHEET June 30, 1987' Agency Fund- Deferred compensation Pension Fund Trust Fund Total Assets: :�. $� $�� $2•-2�4,004 Cash and investments Liabilities and fund balance: ° Liabilitiese463,909 Deferred compensation payable" $463,909 $ �^ Fund balance: Reserved for employee retirement $1,780,095 1,780,095 benefits t _ k.. r" 1. �i 41 CITY OF'.TIGARD, OREGON AGENCY FUND - DEFERRED COMPENSATION FUND r STATEMENT OF CHANGES IN ASSETS AND LIABILITIES for the fiscal year ended June 30, 1987 Balance Balance June 30, June 30, ASSETS -1986 Additions Deletions 1987 $406 575 $ $ ] Cash and investments $463.909 LIABILITIES Deferred compensation payable k 1 . ; �.1 C 42 . GENERAL FIXED ASSETS ACCOUNT GROUP This account group accounts for the fixed assets of the City other:than those recorded in the Enterprise Funds. E E� CITY OF TIGARD, OREGON SCIIEDULE OF GENERAL FIXED ASSETS - BY SOURCES June 30; 1987 i GENERAL FIXED ASSETS Land $ 931,081 2,885,783 Buildings 861,111 Equipment 320,822 Autos and trucks 446,424 Office equipment 366,375 Library books Total general fixed assets $ 11,$Sz i INVESTMENT IN GENERAL FIXED ASSETS Balance, beginning of year $5,174,212 Additions were provided by: 514,784 General Fund 22,600 Donated assets Total investment in general fixed assets e f 43 i CITY OF TIGARD, OREGON SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS - By SOURCES for the fiscal year ended June 30, 1987 Autos and Office Library Land Buildings Equipment _Trucks Kcrui—y U—meat Books Total Balance, beginning of year $913,481 $2,823,235 $759,768 $178,595 $195,850 $303,283 $5.17 2 Add: Additions from 62,548 96,343 142,227 250,574 53,092 622,600 General Fund 5,000 Donated assets 17,600 63 17,600 62,548 101 ,092 637,384 ,343 142;227 250,574 Balance, end of $ x.08 '� 85 7 $86 l $ $�2 $ 1 year ( a t_ t ' I. 1. 44 F CITY OF'TIGARD, OREGON SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY June 30, 1987 Machinery, Equipment Function and Activity Total Land Buildings and Other General Government: Control: 3,626 t Legislative $ 3,626 $ 55,448 E Executive 55,448 5,750 Judicial 5,750 Total control 64,824 64,824 Staff agencies: 317,377 317,377 Finance 38,757 38,757 Recording and reporting g3,789 83,789 Administrative officers and boards Planning and"zoning 198,702 198,702 Research and investigation 152,330 152,330 t General goverment buildings 3,261,611 $597,130 $2,664,481 Total staff agencies 4,052,566 - 597,130 2,664,481 790,955 Total general government 4,117,390 .597,130 2,664,481 855,779 Public safety: Police protection 445,224 1,171 75,224 368,829 Protective inspection 24,009 14,009 Total public safety 469,233 1,171 ` 75,224 392,838 Highways 420,522 2,300 39,286 227,115 Libraries 420,522 420,522 Recreation 535,750 330,480 106,792 98,478 Total general fixed assets 45 CITY OF TIGARD, OREGON SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY June 30,`1987 r GeneralGeneral Fixed Assets Fixed Assets Function and Activity June 30, 1986 Additions June 30, 1981 General Government: Control: $ 3,626 $ 3,626 Legislative 16,666 $ 38,782 55,446 Executive 5,750 5,750 Judicial Total control 26,042 38,782 64,824 Staff agencies: 66,803 250,574 317,377 Finance 37,381 1,376 38,757 Recording and reporting 83,789 83,789 Administrative officers and boards 159,503 39,199 198;702 Planning and zoning 152,330 152,330 Research and investigation 3,199,063 62,548 3,261,611 General government buildings u Total staff agencies 3,698,869 353,697 41052,566 Total general government 3,724,911392479 4,117,390 x'w Public safety: Police protection 24 379,060 66,164 445,2 Protective inspection 22,097 1,912 24,224 Total public safety 401,157 68,076 4691233 Highways 252,721 15,980 268,701 Libraries 334,593 85,929 420,522 7 Recreation 460,830 74,920 535,750 Total general fixed assets $ $� 46 3' OTHER SCHEDULES Schedules ,included in this section are: Property Tax Transactionsand Outstanding Balances Bond and Bond Interest Transactions Future Debt Service Requirements of Bancroft Improvement Bonds Future Debt Service Requirements of General Obligation Bonds CITY OF TIGARD, OREGON SCHEDULE OF PROPERTY TAX TRANSACTIONS " AND OUTSTANDING BALANCES for the fiscal year ended June 30, 1987 f Property Add Add Property i Taxes Levy as (Deduct) Taxes Deduct Receivable I Receivable Extended Corrections Deduct June 30, By and ; Cash Add Discounts June 30, 1986 Assessor Adiustments Collections Interest Allowed 1987 t 1986-87 $1,946,727 $(2,467) $(1,773,229) $ 1,994 $(37,346) $135,679 1985-86 $ 98,760 816 (57,201) 5,168 47,543 1984-85 42,134 (3,521) (23,246) 4,435 19,802 1983-84 27,748 (2,294) (19,185) 5,043 11,312 1982-83 11,388 (796) (13,373) 4,376 1,595 1981-821 314) 473 933 and prior 1346,428 - ( , $181458 S1,U4 $( ) $( ) Distributed as follows: General Fund: $1,551,536 $118,652 Current 88;741 60,109 Prior years' levies Total General Fund 1,640,277 178,761 Debt Service Fund 154,094 29,792 Sewer Fund (sewer charges collected on tax roll and included in sewer 76,549 7,646 service charges) Storm Drainage Fund (storm drainage charges collected on tax roll and included in storm drainage service 61628 665 charges) Total $ $� f' y 47 _ -- e XG aT C Om l r. 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O O O O I Cil �1O O O O O O O ~ E .H p O C O O O � r N En w 0. Oy{ p\o N M O O N N I mil tOi1 to O r toll N Q. tD a+ W r ar. O.1 U a% N 1(1 N O O N I OVI . G in r- 0 T rl. OYY _0 (nH.. ~ H N N N o toff. N o,_ \ 0f I co fry O O e-tN r C I N to r c r tD b�1H1'f C N M N H N 1jpt. lu •H H N rl yH O H 1y N N N O O O O O O I l N .� O O O O O :.0 O tJf O O to off 04 .I1 L co c0 m O H N N the to W In 0 tft )t1 N[.a •�� co 0Of .5 e1O' co NLn... C N e1' M. 0 pro r trfl Z N d' y co ID tD tD W '.J7 N tff M N l l M N H O Ot co r tD t(} N H ~H aJ r1 b H N H M rl N ((ya1 N V a0La -!rel O O O O D OW O O O O O O 'O O c p D. O 0 O O r d .H O O O O co y H C O O O � O O O O O O O O O O O O {y 4 Zn go O G N N W W L •41 H N O O� O yi U y y ,u V' N o p o O 1 1 .7 O a N ttftttccc�tt(f77��ry�ry�ry7llfff�(�� N r W )D � N N .-1 b�.\G v} y k r q O O I V p\p rd .N1 N N tQ a 0410 Ln tA Ln In Ln �p�yg1l W Lei fl ci Ln m 14 MNrl C 00 00 O O C... O C y A I '_ H Of1.0 O O O O o O O O CCC IITT M M M M m m m M Ar. N 74 f MfT 0f N LR ok Nr N N " 1 d 111. r W N m Vm' N N W r +D n ar N N. C• N N N N jaif W N M .. to O O d Oqq Q Q v 0 0 O C G. Q O Q o O O. O Hu co M M 0) c0 C O N d N N N Hw m m m M a w e� � N O N N M y 1 RJ, 0+0fO0T mroO N rN NwOOOm O O O N d N I N W f N M .W1 eO-1 M H m rW-/ M 0W4 wOi .+ N N N F ;:. 49 �. 11 CITY OF TIGARD, OREGON SCHEDULE OF FUTURE DEBT SERVICE REQUIREMENTS OF GENERAL OBLIGATION BONDS as of June 30, 1987 Issued Issued June 6, 1984 February 24,1987 _+ Year of Total 9.7*Xto 18� 5.95% to 6% Maturity Principal _ Interest Principal Interest Principal Interest 1987-88 $ 85,000 $ 174,438 $ 50,000 $ 49,883 $ 35,000 $ 124,555 1988-89 90,000 167,037 55,000 43,882' 35,000 123,155 1989-90 95,000 158,951 60,000 37,283 35,000 121,668 1990-91 105,000 150,924 65,000 30,832 40,000 120,092 1991-92 115,000 142,362 75,000 24,170 40,000 118,192 1992-93 120,000 132,862` 80,000 16,670 40,000 116,192 1993-94 135,000 123,062 90,000 8,910 45,000 114,152 1994-95 145,000 111,790 145,000 111,790 1995-96 155,000 104,178 155,000 104,178 1996-97 165,000 95,653 165,000 95,653 1997-98 170,000 86,413 170,000 86,413 1998-99 185,000 76,638 185,000 76,638 1999-2000 195,000 66,000 195;000 66,000 2000-01 210,000 54,300 210,000 54,300 2001-02 215,000 41,700 215,000 41,700 2002-03- 235,000 28,800 235,000 28,800 2003-04 245,000 14,700 245,000' 14,700 50 y STATISTICAL SECTION w 47: r r �� ff ggaa CITY OF TIGARD, OREGON x GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION - *- BUDGETARY BASIS for the last ten fiscal years' X City-Wide Support Functions, Capital FiscalDebt Community Community Policy and Projects 'June 30 Services Development Administration and Other Service Total Year Ended $ 1978 - $ 924,720 $ 444,111 $123,769 135598 1,646,417 ,,088 54,830 $ 60,762 $1,690,192. 135 ` 1979 984,687 328,701 143,343 231,631 510,098 190,308 232,502 50,348 1980 2,214,887 1, 3,179,288 1981 1,398,867 871,638 208,062 638,894 61,827 1982 1,591,208 1,113,210 .282,349 551,917 75,425 3,614,109 � - x1983 1,527,913 1,126,758 .154,184 367,684 212,282 3,388,821 1984 1,680,374 1,507,879 237,028 241,984 449,545 4,116,810 1985 1,592,319 817,741 114,787 1,414,..569 710,366 4,6491762 1986 2,157,622 968,778 132,,846 3,010,368 797,154 7,066,768 ` 1987 2,450,459 1,462,456 111,909 1,183,467 808,888 6,017,179 I Financial Reports for all governmental fund Information derived from Comprehensive Annua types. j t{ f 51 f CITY OF-TIGARD,' OREGON GENERAL GOVERNMENTAL REVENUES BY SOURCE - BUDGETARY BASIS for the last ten fiscal years t Fiscal Licenses Inter- Charges Year Ended Franchise and Governmental for Fines and Miscellaneous June 30 Taxes Fees Permits kevenues Services Forfeitures Revenues* Total 1978 $ 198,159 $166,236 $359,524 $ 658,901 $ 65,989 $ 32,880 $ 120,466 $1,602,155 Rj 1979 215,764 205,572 502,113 716,085 114,603 57,410 170,672 1,982,219 1980 256,366 275,861 362,818 893,586 51,074 57,000 329,716 2,226,421 1981 287,157 348,596 379,121 1,179,130 65,612 56,177 261,328 2,577,121 1982 690,118 390,637 267,598 1,381,121 67,286 57,343 491,988 3,346,091 1983 728,641 449,778 347,798 1,456,325 43,460 55,651 1,235,048 4,316,701 � ? 1984 904,238 468,020 286,318 921,613 243,102 70,425 932,657 3,826,373 ' 1985 897,843 591,246 524,059 1,058,600 413,124 134,040 1,195,098 4,814,010 1986 1,225,373 941,264 548,689 1,371,804 375,982 167,610 903,175 5,534,897 r°' lca7 7,807,8o0 745,520 650,961 1,246,840 382,384 144,559 1,127,693 6,105,757 *Includes special assessment collections. Information derived from Comprehensive Annual Financial Reports for all governmental fund types. a _V r F ' S2 CITY OF TIGARD, OREGON PROPERTY TAX LEVIES AND COLLECTIONS for the last ten fiscal years i t Percent of Percent of Total Tax Delinquent Fiscal Year Percent Delinquent Total Collections Outstanding Taxes Ended Total Current Tax of Levy Tax Tax to Tax Delinquent to Tax - June 30 Tax Levy Collections Collections Collections Collections Levy Taxes Levy 1978 $ 192,345 $ 174,074 90.50% $ 27,656 $ 201,730 104.88% $ 21,179 11.01% 1979 227,357 201,349 88.56 17,123 218,472 96.09 27,790 12.22 1980 279,241 245,353 87.86 21,819 267,172 95.68 35,635 12.76 1981 308,904 271,649 87.94 26,884 298,533 96.64 41,516 13.44 1982 756,116 675,712 89.37 19,150 694,862 91.90 85,411 11.30 1983 817,642 722,215 88.33 42,635 764,850 93.54 130,010 15.90 1984 985,234 876,215 88.93 71,058 947,273 96.15 158,045 16.04 1985 462,280. 864,334 89.82 90,687 - 955,021 99.24 164,558 17:10 1986 1,283,X1 1,159,480 90.32 98,222 1,257,702 97.97 181,944 14.17 !987 1,946,727 1,773,229 9i.09 114,319 1,887,548 96.96 216,864 11.14 Effective July 1, 1980, taxes are levied as of July l each year and are payable in three installments, without t November 15, February 15 and May 15. Interest is charged at the rate of 1% per month on delinquent interes on Y payment taxes. Tax liens are foreclosed after three..years';dehnquencies. Taxpayers receive a discount of 3� for payor , j in full by'November 15 and 2% for payment of two-thirds of the total taxes due. Prior to July 1, 1980, taxes were levied as of July l each year and were payable quarterly, without interest, on November 15, February 15, May 15 and August 15. Property tax collections do not agree to tax revenues on the schedule of general governmental revenues by source j budgetary basis for the last ten fiscal years due primarily to delinquent sewer charges of the City's Sewer Fund and Storm Drainage Fund which are collected through the tax rolls and included in tax collections above. Information derived from Comprehensive Annual Financial Reports. E t i „ i w " 53 I rf a1'� �ru�nrmi� mr�m w �rnimn� l F .� d ro ro wOO rN d O O+.{ O OJ In O. OO b N O .-.O G -O m O 1J N O F 11 O i Hpi 'O rd el CID o ro0 { O GOO M O0 - H O O 11 4;jb O N [4 ,D M r 0` iJ ro W N M d O G+ co O O rf v 14 � N W rt! +) a y f H 00 c Ln 0) c 0 m ro GG .i o N d o Ln r W o Go uD O N N W "✓t O d+ M t r y A C to N -� ,C N M O r m '.O O p 0 �+ In 0 M d' til r ccno � ,A N .O> N n.. O N. N 0 }01 1 d In rl O M o W ro Jr w N F b O M a+ m N Ln H Ln N 41 U W b7 a� V1a'� NN C4 en N �. A i to H w 1-4 a fn In d M a w Oo c p d Z G.Dv OHO P+ o r e Go rn .a w v �s7 ro 4 a s .-� Cr o a N A a'.o p,ro � ON ,yJ W O M rM-1 W to to N d' A o\° 14 m Lin ttr 3 0 i O O c0 -P Ol H U 4J ro ®` en rn o N N � r N U12, 0 v ro O .4N N . U1 AC 41 t. 001.4 ro }I b b t'7 ''.q Ln H ID CID N h h Ln dV 0+ W N O O x t `W 0 rri d.% 6i l� N 0+ Al to V 0 r[ O N �• GD O '-I [d1 t+'1 O O �0 �m G JJ t aNW N. N. N. M f+1. cp d. y b ro w i0 '� N U W W 14 � H � [ ri O O O O Ori O LU ri yJ t H N 7 cn q WO lig 1n d° O }Oj Wr�i y t �. : �tn y M O m e-1 ltf r-! O N O �� Ob. 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'9 9ti b � I n .. � w ON � Gti O �rl .� W ri- rt W N' : h 54 F !I!Jill 11 iiiiijild p III SI RON i N •oro ,� >. •eUi °iiue rox L N d•O co 00(?M LO N(O W HMHN w E' yrl•�•yH ¢I � U S cc00PMMq Nd'�0�t'� LLLLE � �.0 s O•u N Hd arms Q. .14c N ro ri„ H N y^� ° m y Cy DIV U•H rl n0 00 ID ID ID IDNto 10 Lro U y �i•1•H M ar NIMNN NNNNN 61 N U 16 C u D Y 1 U U tov�top D, AJ :tiH F A O 0 O O D, O ro D 0i U v a � or.,u ,N m ro v d Hy .ro 4 ��y U coNq'M W PnP W to In In In ,. ,�,N U a u U roav vN u Cc, v yap c el a: O,4 C al ? 4 N.L>•I•r4f al N In N.O In O O rl:n r•1 u. pl yl W V NNNM MnnnID ID •H 4 OroLq O W C 4 D O'H CC N N N N N i.+ ..: O 41 to N in •`i 3vaa aa� d v ° ro oI •.01.°a O� a+ •�C•1 k y a+W•� rOI rid N •IDOO NriN ID fT O �4 O N O O O N N N N M N M In M N N •u ri U a 4 u a .: a ' 0441. ° "Z I°'c u In r,d'a In In.i DI ID In 44 41) v ro E 3 •H 4 f. n10MM MIfI ID d'MN in O >v 6 u_ 111•vi 0 4.)A°1 a..... OqL7 NOU,`, •O 4 N M M M M In M M M N .wO" D P y i �W W D +a'` •.moV TMOM MD .i b rd 0 'p fTwr., teOM d p HNy 3.,j r4i Tb l N W V q d U u p to Y U v y[ N•H {Y1 U Vi 'A? N C,..fa NHtD In.1 tDP ID In O � Or�-1 ri,.1 L) W Off, d' O O O UD NI i1 U.0 d N M N N It M M M M D U0•H q 0, .. E.6C O.? ANy N wiNri rf r/HN-f 11 $ � �� (�]' . IIIS O Cu f.O O U N N y O d N N 'H N O..H O U A N / 1011 • U I to to '" perp H N HO . �vNv4 3 ll � Qus4 ro VA+.4 pN W U•4.Hy .y+JNAN ro rS W U .+m Mr•i0 rin N In IO O. vi•�'pO FM y u rPD aorto DrilnM ro•H NO� rMNNrtH C:NN�. . p d B?H. .0 4 r,N N � O + . ..1 ' •AM N W @.NA y OO m 41 5tjp qJig H W 'D CO In M M 00 1.M N y lT•rNi 2 v+41 N VW ° r!rIOIDNocomm� m ��iiro o .0 m al �.V N rl rO rf d'F N M vl ro•rt q aI V;9 U 644 0 ri 4 N T/ O ° OOI aV O ... H 00 M O DI N O ID In.d� ly U•H•H v y A o'U n ID.eD,9 rf- 6 y rt.ib�Hrt N o Al40 I (t O4 m y NO yyvl ' t4 �Lro io.I jj U .1 :... 4 'O 4N 14 ttl m O N O m•.i D dl U 44, AJ to m C'p N � fu V v yI y of V V art NO CC.C. cocoInmtoInM0m � p�q�� a u °i r°i NwOO.tea.�I.�+r�l O 1tlIn p HX m o 0 'i H i+ F�•ri 9 3t � h CITY OF TIGARD, OREGON r SPECIAL ASSESSMENT COLLECTIONS for the last ten fiscal years Fiscal Year Current Ratio of Total Ended Assessments Assessments Collections outstanding Jure 30 Due (1) Collected (2) ,to Amount Due Assessments 1978 $ 25,000 $ 26,328 105.3° $ 63,741 1979 24,000 37,435 155.9 26,306' 1980 29,000 19,374 66.8 224,101 1981 37,082 46,405 125.1 374,788 .- 1982 32,000 61,068 190.8 2,067,732 1983 34,795 775,749 2,229.5 2,751,376 1984 174,464 469,969 269.4 2,417,184 1985 200,000 467,195 233.6 2,552,458 1986 250,000 361,268 14 15,334 6 1997 278,000 547,106 1966.5.8 15,038 (1) This amount is;equal to the principal due on bancroft improvement bonds. (2) Represents collections ofcurrent assessments for payment of Bancroft improvement bonds as well as assessment collectionsonprojects for which such bonds have not been issued. Source: City assessment records. f � I, t, 56 CITY OF TIGARD, OREGON RATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUE AND NET BONDED DEBT PER CAPITA for the last ten fiscal years Gross Ratio of General Net Bonded Fiscal Obligation Less Debt �- Year Bonded Service Net Debt to Net Bonded Debt Out- Monies Bonded Assessed Debt Per Ended Assessed Juna 30 Papulation Value an stding Available Debt 1978 11,899 $266,097,883 $ 50,000 $ 22,445 $ 27,555 .01% $ 2.32 .32 w_ 1979 13,697 325,258,171 29,000 24,601 4,399 1980 14,855 420,475,002 20,000 27,698 (7,698) 1981 14,690 490,359,257 10,000 10,000 * 1982 1983 .28* 120.30 1984 18,287 776,043,500 2,200,000 2,200,000 .26 115.04 u 1985 19,113: 852,748,700 2,200,000 1,215 2,198,785 867 .22 100.49 1986 20,250 906,368,427 2,160,000 125,133 2,034, 1987 22,000 956,736,168 2,665,000 38,858 2,626,142 .27 119.37 nds since these bonds are repaid from assessments against Excludes Bancroft improvement bo LL _ benefited property, owners. k *There was no outstanding general obligation bonded debt in 1983 and 1984. _ Sources: city budget documents, Comprehensive Annual Financial Reports of the City and Washington County Department of Assessment and Taxation. ISM ..: 57 CITY OF TIGARD, OREGON COMPUTATION OF LEGAL DEBT MARGIN June 30,1987 ORS 287.004 provides a debt limit.of 3% of the true cash value of all taxable property within ( the City boundaries: $956,736,168 True cash value (1985-86) (1) x3% General obligation debt limit 28,702,085 $5,144,000 Gross bonded debt (2,4700) Excludable debt - Bancroft improvement bonds 2,665,00 0 subject to limitation Debt sub] n $� Legal debt margin - amount available for future indebtedness �. ment and Taxation. (1) From Washington County Department of Assess ., 58 CITY OF TIGARD, OREGON COMPUTATION OF OVERLAPPING GENERAL OBLIGATION DEBT June 30, 1987 Percent Applicable Amount Appli- Net Debt Inside City cable Inside Jurisdiction Outstanding of Tigard City of Tigard Port of Portland' $134,685,000 2.63% $ 3,542,215 Washington County 10,070,000 9.88 1,057,160 Unified Sewerage Agency 25,668,000 12.04 3,114,507. e. U.S.A. Metzger 275,000 23.14 63,635 Metzger Water District 89,524 51.30 45,925 Metzger Combined Water District 5,312,944 33.77 1,794,181 ^' Tigard Water District- 1,245,000 72.84 906,858 Tualatin Rural Fire District 330,000 33.87 111,771 Washington County Fire District #1 3,635,000 3.49 126,861 Tigard school District #23-J 22,595,000 48.85 11,037,657 Beaverton School District #48 18,380,000 1.85 340,030 Source: Oregon Municipal Debt Advisory Commission, as of September 30, 1987. i 59 i CITY OF TIGARD,' OREGON RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR GENERAL BONDED DEBT TO TOTAL GFNERAL EXPENDITURES for the last ten fiscal years Percent of Debt Total Total Service to Debt General Total General Fiscal Year Ended Principal Interest Service ExpeneS Expenditures Junes e 30 3.6% 1978 $ 49,000 $ 11,762 $ 60,762` $1,690,192 3,3 45,000 9,598 54,598 1,646,417 2,3 1979 38,000 12,348 50,348 2,214,887` 1.9 1980 47,082 14,745 61,827 3,179,288 2,1 1981 42,000 33,425 75,425 3,614,109 1982 3,388,821 6.3 .,_ 34,795 177,487 212,282 810 10.9 1983 174,464 275,081 449,545 4,116,782 � 1984 15.3 200,000 510,366 710,366 4,649,782 11.3 1985 290,000- 507,154 , 797,154 7,066,768 6,017,179 13.4 1986 348,000 460,888 -.808,888 1987 Note: Includes Special Assessment Debt. source: Comprehensive Annual Financial Reports of the City. [✓ 60 CITY OF TIGARD, OREGON PROPERTY VALUE, CONSTRUCTION AND BANK DEPOSITS 1 for the last ten fiscal years Commercial Residential FFF Fiscal Year Construction(1) Construction(1) Ended Number of Number of Bank Deposits June 30 Permits Value Permits Value (in thousands)(2) 1978 106 $ 8,095,118 379 $15,031,551 $ 77,314 1979 69 10,877,291 657 24,000,387 90,305 1980 131 15,619,615 387 14,861,284 101,799 1981 131 8,013,746 289 18,343,452 101,520 1982 85 2,918,475 196 11,679,358 98,558 1983 102 3,940,579 244 - 13,281,694 102,314 1984 25 4,079,306 214 14,006,305 118,124 1985 33 9,890,600 231 16,948,338 129,152 17 1986 175 12,746,938 432 26,920,055 142,031 1987 169 10,717,219 442 44,412,105 175,236 (1) From city of Tigard Building Department. (2) From State of Oregon Department of Commerce, Division of Finance and Corporate Securities. E �. 61 CITY OF TIGARD, OREGON PRINCIPAL TAXPAYERS June 30, 1987 Percentage Yof Total Assessed Assessed Taxpayer Type of Business Valuation Valuation Pacific Realty Trust Real estate brokers $27,167,700 2.84% Nimbus Center Assoc. Real estate 14,134,100 1.48 Glennbrook Associates Real estate 11,134,500 1.16 F.I.G. Holding Company Insurance 9,453,200 .99 SunTex Park Company Business park 6,933,400 .72 Fred Meyer Shopping center 6,330,200 .64 Dana Corp. c/o Williams Air Control Manufacturing 5,839,700 61 The Coe Manufacturing Co. Manufacturing 5,390,500 .56 sunset Terrace/Verdugo Parkview Apartments Apartments 4,919,900 .51 ( Coast Finance Finance 4,877,000 51 E E. Source: Washington'County Department of Assessment and.Taxation. �4 f t 62 1 CITY OF TIGARD, OREGON � DEMOGRAPHIC STATISTICS for the last ten fiscal years M Assessed (2) Value Unemployment of Taxable (3) Rate (1) Property school (Portland Fiscal Year Population Per Capita Enrollment Ma. Are etra) 11,899 $22,363 5,643 5.2% 19785.4 1979 13,697 23,746. 5,966 14,855 28,305 6,256 6.3 ` 1980 ... ..2981 14,690 33,380 6,422. 8.0 1982 17,700 34,902 6,491 N/A 18,000 38,122 6,561 9.9(est.) 1983 1984 18,287 42,.436 6,358 8.1 1985 19,113 44,616 6,387 8.0 20,250 44,759 6,474 9.0 1986 22,000 43,488 7,064 5.5 1987 Sources of information: (1) Portland State University, Population Research & Census Center. (2) U. S. Bureau of Labor Statistics. (3) Tigard School District#23-J. Information regarding the Median Age and Education Level of the City population is not available. N/A - Not available. d .: 63 r f CITY OF TIGARD, OREGON i MISCELLANEOUS STATISTICAL DATA June 30, 1987 � G i l 1961 Date of incorporation - Council -'Mayor - Administrator Form of government g,6 square miles Area 95.19 miles Miles of streets 1,593 Number of street lights i „ Police protection: 1 Number of stations 32 Number of policemen and officers Elementary Junior High Hiah'School Education (elementary only): 9 2 1 Attendance centers 204 102 86 Number of clasbrooms 234 99 102 Number of teachers 3,926 1,544 1,594 I Number of students Sanitary sewers 92.82 miles Building permits issued 611 permits were issued during fiscal year 1987 Recreation and culture: Thirteen parks, totaling 117 acres Number of parks 1 library Number of libraries Approximately 40,700 volumes _,•-r Number of volumes i Employees: 75 Classified service 30 Unclassified ..` Information obtained from the various departments of the City of Tigard, Oregon. 64 WE MEN �r f I t AUDIT COMMENTS AND DISCLOSURES mm REQUIRED BY .STATE`REGULATIONS I .. AUDIT COMMENTS AND DISCLOSURES REQUIRED BY STATE REGULATIONS Oregon Administrative Rules 162-10-050 through 162-10 320 incorporate the Minimum Standards for Audits of Oregon Munic ipal Corporations. These standards prescribed by the Secretary of State in cooperation with the Oregon State Board of Accountancy, enumerate the financial statements, schedules, comments and disclosures required in audit reports. The required statements and schedules are set forth in the preceding sections of this report. Required comments and disclosures related to our examina- tion :of such statements and schedules are -set forth following. f . 65 v,. a AUDIT COMMENTS AND DISCLOSURES I. Internal Accounting Control: We have examined the general purpose financial state- ments of City of Tigard, Oregon, for the year ended June 30, 1987, yand have issued our report thereon 'dated September ll, 1987. As part of our examination,; we made a study and evaluation of the system of internal accounting control of City of Tigard, Oregon, to the extent we considered necessary to evaluate the system as required by generally accepted auditing standards and the stan- d I ards tandards for financial compliance audits contained in the U.S. General Accounting : Office Standards for Audit of Governmental Organizations, Programs, Activities, and Functions. For the purpose of this report, °we have classified the significant inter- nal accounting controls in the following categories: Revenue/Receipts Purchasing/Disbursements • ;i Payroll Our study included an evaluation of the accounting controls over purchasing/disbursements. We did not evaluate the accounting controls over revenue/receipts and payroll because we concluded that the audit could be performed more efficiently by expanding substantive tests, thus placing little reliance on the internal control system. The purpose of our study and evaluation was to_determine the nature, timing, and extent of the auditing procedures necessary for expressing an opinion on the City's financial statements. our study and evaluation was more limited than would be necessary to express an opinion on the system of internal accounting control taken as a whole or on any of the categories of controls identified above. 66 AUDIT COMMENTS AND DISCLOSURES, Continued I. Internal Accountin Control, Continued: The management of City of Tigard, Oregon, is responsible for establishing and maintaining a system of internal accounting control. In fulfilling this responsibility, estimates and judg- ments by management are required to assess the expected benefits fir and related costs of control procedures. The objectives of a system are to provide management with reasonable, but not abso- lute, assurance that assets are safeguarded against loss from unauthorized use or disposition, and that transactions are exe- cuted in accordance with management's authorization and recorded properly to permit the preparation of financial statements in accordance with generally accepted accounting principles. Because inherent to � system�. of ii,aiCLcn� limitations 1n ar.• s tem of internal accounting control, errors or irregularities may nevertheless occur and not be detected. Also, projection of any evaluation of the system to future periods is subject to the risk that procedures may become q inadequate because of changes in conditions or that the degree of compliance with the procedures may deteriorate. i Our study and evaluation made for the limited purpose described in the first paragraph would not necessarily disclose i all material weaknesses in the system. Accordingly, we do not express an opinion on the system of internal accounting control of City of Tigard, Oregon, taken as a whole or on any of the categories of controls identified in the first paragraph. How- ever, our study and evaluation disclosed no condition that we believe to be a material weakness. This report is intended solely for the use of manage- ment, the State of Oregon Division of Audit and appropriate federal grantor agencies and should not be used for any other 67 r f fi I AUDIT COMMENTS AND DISCLOSURES, Continued I . Internal Accounting Control, Continued: ' M purpose. This restriction is not intended to limit the distribu- tion of this report which, upon acceptance by the cognizant audit agency and other federal audit agencies, is a matter of public °g record. II. Other Comments and Disclosures:` R We have examined the combined financial statements of City of Tigard, Oregon as of and for the year ended June 30, 1987, included on Page 1 of this report. - Our and our 'report thereon is examination was made in accordance with generally accepted audit- ing standards and the Minimum Standards for Audits of Oregon Municipal Corporations and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. L In connection with our examination, nothing came to our j attention that caused us to believe the City was not in compliance with: ORS 294.305 to 294.520 in the preparation and adoption of its budget and tax levies for the fiscal years ended June 30, 1987 and June 30, 1988, the legal requirements relating to debt, I I the collateral requirements for public fund deposits specified in ORS Chapter 295, the appropriate law, rules, and regulations pertaining to programs funded wholly or partially by other govern- mental agencies, j 68 AUDIT COMMENTS AND DISCLOSURES, Continued II. Other Comments and Disclosures, Continued: the cost accounting guidelines developed by the State of Oregon 'ExecutiveDepartment with regard to the City's cost accounting system, ORS 294.035 in the 'investment` of public moneys, ORS Chapter 279 in the awarding of public contracts and the construction of public improvements, However,' it should be noted our examination was not directed primarily toward obtaining knowledge of noncompliance with such requirements. Additionally, we make the following other comments: We _found the City's accounting records to be adequate ` for audit purposes. We reviewed the City's insurance and fidelity bond coverage at June 30, 1987 and ascertained such policies appeared to be in force. We are not competent by training to state whether the insurance policies cover- ing City-owned property in force at June 30, 1987, are adequate. COOPERS & LYBRAND ` B3 . y John Dethman, a partner Portland, Oregon September 11, 1987 69 '4u 2t, 11 Jim- rmmjjI CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM SUMMARY AGENDA OF: December 21, 1987`' DATE SUBMITTED: December 9, 1987 ISSUE/AGENDA TITLE: Park Fee PREVIOUS ACTION: Last Fee Increase Increase Resolution 86-22 dated 2/17/86 PREPARED BY: Wayne Lowry, Finance Dir DEPT HEAD OK CITY ADMIN OK REQUESTED BY: Park Board POLICY ISSUE The City Council has authority granted by Tigard Municipal Code Section 3.32 to set fees and charges by resolution. INFORMATION SUMMARY Tigard Municipal Code Section 9.04.010 sets forththe purpose for rules and regulations'related to City, Parks. Purposes as stated include to facilitate_ maximum use of public facilities by the public, and to provide facilities at minimal cost to the public but where exclusive use takes place or special handling is required to assess the appropriate fees. Park reservation fees" were last updated in February 1986 and group 'sizes were in five categories as 'follows: (EXISTING) Group I Group II and III 4-Hour Increments at: Covered Area Soccer' & Ballfields Groups up to 50 No Charge $20.00 $10.00 51-to'100 No Charge 30.00 10.00 101 to 150 No Charge 40.00' 10.00 151 to 250 No Charge -50.00 10.00 251 to 500 - No Charge 60.00, 10.00 The Parks Crew Chief with the approval of the Park Board proposes to expand the group size categories to better reflect the costs associated with large size groups. In addition, the proposal includes an increase in park reservation fees in order to more fully recover the costs of maintaining group areas. The following is the park reservation schedule as proposed by the Park Board: (PROPOSED) 4 Hour Increments Group I Groups Hand III Reserve Picnic Areas Covered Area Groups up to 50 No Charge $ 25.00 51 to 100 No Charge 35.00 101 to 150 No Charge 45.00 151 to 200 No Charge 55.00 201 to 250 No Charge 65.00 251 to 300 No Charge 75.00 301 to 350 No Charge 85.00 351 to 400 No Charge 95.00 401 to 450 No Charge 105.00 451 to 500 No Charge 115.00 501 to Pio Charge 145.00 it , Softball and Soccer with Picnic Reservations Softball 15.00 15.00 Soccer Softball and Soccer without Picnic Reservations Softball .20.0020.00 Soccer ALTERNATIVES CONSIDERED 1. Approve resolution as proposed. 2. Continue charging fees at current rates. FISCAL IMPACT 1. Increase park reservation fees by estimated $4,000. 2 None. ------------ SUGGESTED ACTION L Staff recommends passage of 'resolution with proposed fee revisions. sb/2207D i f �44 G f t I r I: E:. r CITYOF T IGf1RD OREGOIU COUNCIL AGENDA ITEM SUMMARY AGENDA OF: DATE� _ _ DATE SUBMIT fE•'D: _December 9,_ 1987 _ ISSUE/AGF-NDA TITLE: Resolution of PREVIOUS ACTION: _ Resolution ##86-06 Final Acce�atance for.Shadow Hills II 1/6/86 Conditional_ itional Acceptance Subdivision PREPARED BY: John Hagman w DEPT" HEAD OKT��CITY ADMIN OK REQUESTED BY lammun� Develo went POLICY ISSUE i ' i i I INFORMATION SUMMARY 1. The subdivision known as Shadow Hills II is located north of SW Bull Mountain Road and, generally, west of Pacific Highway. 2. Construction progressed satisfactorily arid, as a result, periodic releases of ',periormanceassurance monies were permitted, On January 6, 1986, t 4 Council conditionally accepted the subdivision's public improvements y. ay, completion of all sidewalks, and subject to placement of the overl continuation of maintenance until final City acceptance. f 3. Staff now confirms that the aff( said requirements have been �� .. satisfactorily finished and the public(',Jmpr•ovements are ready for, final j c acceptance action ,and the performance assurance may be released, in i accordance with the City--Developer Agreement. - - A____LTERNNATIVES ^CONSIDERED E 1. Pass the attached resolution. f 2. Give staff further direction. 3. Take no action at this time. i FISCAL IMPACT ' City assumption of responsibility for maintenance and operation of the public improvements (street, storm sewer, and sanitary sewer systems) installed within said subdivision. SUGGESTED ACTION _ t! 4 STAFF RECOMMENDS: Pass the resolution titled, "A RESOLUTION ACCEPTING PUBLIC IMPROVEMENTS KNOWN AS SHADOW HILLS II SUBDIVISION PUBLIC IMPROVEMEN'TS." ( sb/21.87D 4 t rS +my Z} t t 11 k t l ^ `Y li LO y, y YTt .i • �, .� IY' 'rap 1 M I b r 2 t,;N fpR t'} nl 9 4 i/i•, eS�4�t5 pp i y � t 1.1;. }L; NAM- 77 i r CI'TY_OF TIGARDt_.OREGON COUNCIL AGENDA ITEM SUMMARY AGENDA OF: December 21, 1987 DATE SUBML IED: Dec_- ember•_1Q, 1.9II7 _ ISSUE/AGENDA TITLE: Records Clerk PREVIOUS ACTION: Position authorization OA Imo____ _- - - --- --� - PREPARED BY:� Staff REQUESTED UFSTLD BY Ji11 Mosley DEPT HEAD OK_ CITY ADMIN OK Q - m _ __..___• POLICY ISSUE Should the City Council approve the position of Records Clerk (OA I) to allow to proceed in a timely manner for the City's Records Management: Program INFORMATION SUMMARY < T . The ,position of Office Assistant I (Records Clerk) was originally requested during the 1987-•88 budget hearing process. At that time, the City Council. and Budget Committee requested additional study be dune in the Records Section t prior- to funding of the position, i Council received an updated report on the Records Management Program on 11/23/87 At that time it was noted-that the Program had not progressed ease in the amount of records created by the City satisfactorily due to an incr and a lack of 'staff to process. Currently there are 1.5 FTE in the Records Section, A Records/Court Manager G (.5 FTE) and an 0A II Records Clerk (1 FTE). This proposal would increase the Records Section to 2.5 FTE. with 1.5 F"I'E the Section would basically provide ongoing central filing/retrieval assistance. With 2.5 FTE the Section will have the Records Management Program in place and functioning during the fiscal 1990-91. The very earliest this could ,occur, ,with 1.5 FT'E'is fiscal year- year 1995-96. That is not taking into consideration the continued growth in daily filing/retrieval needs. In order to promote the Records Management Program as directed by Council, staff is requesting authorization to hire an Office Assistant I to work as a I conformance with the Action Plan with a Records Clerk, this request is in hiring scheduled for January, 1988. ALTERNATIVES CONSIDERED 1. Authorize the position and adopt the attached resolution to transfer appropriations from General Fund Contingency. 2, Take no action at this time. •-�FISCRL IMPACT C 1 General Fund Contingency will be reduced by $7900 and appropriations will be increased in Community & Administrative Services, Records Section key $7900. 2. No fiscal impact - - SUGGESTED ACTION It ve 1 - Motion to approve resolution. Staff recommends Alternative rN � E lw/1931Q t t ' Kff �L t a t_I r [rr 1 a A F Fi ,y rrt�t r3.�YY _ f ) } . 1 if s{ All'. y4y� b kms'}N�, Y v'S t � kkhi lv, 3ji'1t I it: X '1�if tri g'. v'Ift 1ti 1 0.7 i T�}tH i�t t �.niY:Y i A F{� �A.Ly ttrt7T�'�i jl PI 1 )4 a n }�iq I'r5i 4i d k'Y 'E.AS 1• i 2 CITY OF TIGARD OREGON COUNCIL IT AGENDA EM RUMMARY 7 AGENDA 0F: December 71, 198 T DATE SUBMITTED: December 1987 �_. ISSUE/AGENDA TITLE: Transfer of County PREVIOUS ACTION: None � . Roads within Northeast Metzger Annexation Area ev PREPARED BY: Delo fent Services M DEPT HEAD OK `i — CITY ADMIN,OK REQUESTED BY: Washin, ton Court /City of Tigard POLICY ISSUE Should the City request , jurisdiction over, all County Roads within the Northeast Metzger annexation area at this time, and enter into an intergovernmental agreement with Washington County concerning the transfer of- a `portion of those roads. _ _._W.._. _..__�__._____ - _ INFORMATION SUMMARY During the process which culminated in the annexation of;the Northeast Metzger area, the City committed to requesting jurisdiction of County roads within the area. A resolution directing such a request to the County is required and attached for Council consideration. In addition, an intergovernmental "agreement is required by the County for the transfer, of roads ;above the local standard. This agreement is similar to one the City entered into with the South Metzger road jurisdiction transfer. A copy is attached for, your review. Portions of SW Pine Street, SW Oak Street and SW 71st Avenue within the subject area are classified as collector streets. An irite r•governmental agreement has been negotiated which obligates the City to maintain the designated functional classifications which have been adopted in the Metzger-Progress Circulation Study. Staff feels this is an appropriate agreement. (Note: The Agreement is in effect for one year and subject to renegotiation thereafter.) ALTERNATIVES CONSIDERED 1. Pass the attached resolution requesting jurisdiction of all County roads within the Northeast Metzgor annexation area and enter into the above described intergovernmental agreement authorizing the Mayor to sign on behalf of the City. 2. Pass the resolution and amend the irite rgovernmental agreement. FISCFlL IMPACT SUGGESTED ACTION Staff suggests that Council pass the attached resolution and authorize the Mayor, to sign the proposed irite rgovernmental agreement on behalf of the City. A hearing to consider the City's request will then be held at fifi Washington County, probably in late January 1988. cn/2118D WEEh 11 IBM- .o. INTERGOVERNMENTAL AGREEMENT This AGREEMENT, made and entered into as of the day of 198 by and between the CITY OF TIGARD (hereinafter referred to as "CITY") and WASHINGTON COUNTY, a home rule political subdivision of-the State of Oregon (hereinafter referred to as "COUNTY"). WITNESSETH: WHEREAS, CITY, is desirous ofobtaining jurisdiction of the following described County Roads: 1. County Road No. 1758 (S.W. Pine Street lying between S.W. 69th Avenue and S.W. 71st Avenue) All of County Road No. 1758 in Section 36, TIS, R1W, W.M. 2. County Road No. 1080 (S.W. 71st Avenue lying between S.W. Pine Street and S.W. Oak Street; and S.W. Oak Street dying between S.W. 71st Ave and S.W. 72nd Avenue) That portion of County Road No. `1080 lying between S.W. 72nd Avenue (County Road No. 459) and the south right-of-way line of S.W. Pine Street (County Road No. 1335) in Section 36, TIS, R1W, W.M. PAGE 1 WHEREAS, COUNTY is considering the surrender of jurisdiction of said roads, either in whole or part, based upon the execution of this agreement by CITY; WHEREAS, COUNTY has adopted policies to guide the surrender of jurisdiction process in the interim period prior to updating COUNTY'S Transportation Plan; and WHEREAS COUNTY in the transportation plan update process is determining roads which provide countywide circulation of which the maintenance, improvement or expansion should be funded from countywide revenue sources; and WHEREAS; the COUNTY transportation plan update will be coordinated with adopted CITY transportation plan, thus resolving differences and establishing uniform classifications and standards; NOW, THEREFORE, pursuant to ORS 190.003 through ORS 190.030 and in consideration of the mutual covenants contained herein, the parties agree as follows: 1. COUNTY shall: A. Diligently pursue the completion of the process of surrendering said County Roads as described on Exhibit "A" that are entirely within the corporate limits of the CITY. PAGE 2 2. CITY shall: A. Sustain the designated functional classification of the COUNTY pursuant to the adopted Metzger-Progress Circulation Study for the roads as previously described. 3. This agreement shall be in effect for one (1) year from the effective date of this agreement. BOARD OF COUNTY COMMISSIONERS CITY OF TIGARD FOR WASHINGTON COUNTY, OREGON Chairman Mayor l.�.J Recording Secretary City Recorder DATE EXECUTED: DATE EXECUTED J.22) 5r APPROVED AS TO FORM: APPROVED AS TO County Counsel Office City Attorney's Office PAGE 3 s, CITY OF_TT.GRDOREGON, COUNCIL AGENDA ITEM SUMMARY CON~TRACT�REVIEW qg! r DATE .tU[3MT-FTED: December�l l, 1987 AGENDA OF: Dacember--- 19R7 .:�_ PREVIOUS ACTION: ISSUE/AGENDA TITLE: A,_r�,.t?rcva1 of - —�` Contract for Engineerang 4ervYces _ U'� For_Ash-t'rec_�k 3r'idge Widenin-1� --:......- PRE PARED 3Y: Randall Rw_Woole � __- -= REQUCc BY --•-- --------'-- DEPT HEAD OK CITY ADMIN AK POLICY ISSUE i Shall the Contract. Review Hoard approve an Engi Creekringdgervices C Contract with Lee Engineering, Inc, for design of the Asti Greenhurg Road? -- INFOR_.__• MATION SQTV3Y The 1 987-88 CIP budget includes funds for design for, wi.lening of the Ash creek bridge on Greenburg Road. - The engineering staff has reviewed ual f ed ata proposals and has recommended Lee Engineering as the'firm_ best q Perform the work (memo attached). Pst work ract has of Leprepar Bering for the City has been of excellent quality. A coni ALTERNATIVES CONSIDERED 1. Approve the contract as presented. 2. Direct that the contract be modified. 3. Direct that the consultant selection be modified. 4. Abandon the project. FISCAL�IMhACT The proposed design fee of $21,250 is within the budgeted amount of $25,000. SUGGESTED ACTION City Engineer recommends that the Contract Review board, by motion, approve the attached contract and authorize the City Administrator to sign the contract on behalf of the City. br/2146D MEMORANDUM CITY OF '171GARD, OREGON l TO: Randall R. Wooley, City; Engineer December 7, 1987 FROM: Gary Alfson, Transportation EngilIc%c L ,i SUBJECT: Ash Creek bridge Proposal s Engineering Consultant Selection 4 I have reviewed the four proposals submitted for the widening of the subject z bridge. The four were selectd from several consultants who have submitted letters of interest in the past. All of the selected consultants are qualified to perform the required scope of work. The consultant selection was based on the following criteria submitted in their proposals: 1. The experience of the firm and person who would be performing the work and betheprincipal contact. 2. The experience and number of subronsultants. 3. The location of the person in charge and the response time to thc " project site: 4. The thoroughness of the proposal, including traffic control, utility coordination, hydraulics, general knowledge. 5. The lump sum fee. € r After evaluating the four proposals T. recommend that Lee Engineering, Inc. be selected. I have reviewed my selection with Greg Berry, Utilities Engineer, who has had personal experience with Lee Engineering, and have received his concurrence with the selection. They have retained L. R. Squire for geotechnical assistance and OBEC for assistance in the detail design portions of the bridge. Lee Engineering has adequate experience in bridge design and will be preparing the plans at their office. They have designated Pat McDougal as the principal contact person who is located in their Oregon City office. Their lump sum fee is $21,250, which was the second lowest fee of the four. All four• proposals were very thorough, addressing most of the scope outlined in my RFP adequately. The selection was close between the consultants. The remaining consultants were riot selected based on the following: i Memo to Randall Wooley, City Engineer December 7, 1987 t r Page 2 i Fl) Centrac railed to mention the utility coordination required, B) OTAK has subconsultants performing most if not all of the work, therefore, the contact person would act as a message relay. Also, UTAK gave a total cost which possibly included construction management. E C) KPFF was not as strong in the bridge design experience, t br/2146D f; t i 4. It k / CITYOFTIGAMD ' ' October 21, 1987 �/ OREGON �1 �1 �1 RPFF Consulting Engineers 421 S.W. 6th Avenue Portland, OR 97204 Reference: Ash Creek Bridge Widening - Greenburg Rd., Tigard The City of Tigard is requesting proposals to provide engineering services, to design the widening of Ash Creek Bridge. Your firm is one of 4 consultants being considered for this project. Proposals must be received by 4 PM, November 13, 1987. The existing bridge is located approximately 400 feet north of Tiedeman Avenue on Greenburg Road. It is presently 50 feet long and 32 feet wide, and is to be widened on both sides to 48 feet curb-to-curb, plus sidewalks and railings. The bridge consists of pre-stressed concrete slabs, supported by pile caps and`3 rows of piles. The City anticipates to begin construction July 1, 1988. The scope of work requested includes the following: 1. Topographic survey. 2. Foundation design including soil testing. 3. hydraulic analysis of Ash Creek and proposed bridge. 4.- Preliminary design/feasibility review. 5. Construction plans ofbridge widening including foundation, bridge deck, sidewalks, guardrail/handrail, storm drainage, utilities, etc. 6. Devise construction traffic control program. 7. Estimate of total construction cost, 8. Contract documents including bidding and specifications. 9. Attend preconstruction meeting. 10. Perform construction management including shop drawings review, \ construction stake out and_inspection. A 13125 MHall Blvd.,RO.Box 23397,Tigard,Oregon 97223 (503)639-4171 d Ash Creek Bridge RFP October 21, 1987 Page 2 The proposal should include the'following: 1. The name and office location of the person(s) who will have actual charge;of preparation of the ConstructionPlans and Contract Documents and a description of the-relevant qualifications and experience of the person(s). Include any subconsultants to be used. 2. Names and telephone numbers of references who are familiar with the work of the person(s) names including subconsultants. 3. Your proposed lump sum fee for completing Items I through 9 of the above scope of work and, a time schedule of when you would be performing ;and completing defined phases of the,work. 4. Any additional information which you feel is pertinent. Please be brief. The firm selection will be based on past bridge experience, location of firm and subconsultants, quality of proposed work, and total cost. If you have any questions,` call me at 539-4171. Sincerely, Gary A fson, P.E. Transportation Engineer /br1478ID : 4 ('a 2 Uri gi hGH. L +o be �R (,eCP CITY OF TIGARD, OREGON ;n Cc)n 4r6�c-� CONTRACT FOR PERSONAL SERVICES CONTRACT TITLE; :_ ncEineera.�Services for Ash Creei< B�ridcle Wideninc_ Greenburg' Road CONTRACT:;N0. This Contract, made and entered into this y,_ day of; by and between the City ,of Tigard, a municipal corporation of the State of Oregon, hereinafter called "City and (full name and address of person or firm) Lee Engineering, Inc'. 708 Main Street,_ Suite 202 Oregon City, OR 97045 hereinafter called "Contractor", duly authorized to perform such services in Oregon. W I T N E S S E T H: WHEREAS, the City requires services which Contractor is capable of providing, under terms and conditions hereinafter described; and WHEREAS, Contractor is able and prepared to provide such services as City does hereinafter require, under those terms and conditions set forth; now, therefore, IN CONSIDERATION of those mutual promises and the terms and conditions set forth hereafter, the parties agree as follows: 1. Project Description. Contractor's services under this Agreement shall consist of the _ followings a. Contractor shall perform personal services, as outlined in the project proposal dated the 13th_ day of November—, 1987 , a copy of which i.s attached hereto and incorporated herein by reference. The project for- which services are to be provided is known as Ash Creek Bridge Widening —_Greenburc Road 2, Compensation, A. City agrees to pay Contractor $21, 250 for performance of those services provided herein, which payment shall be based upon the following applicable terms: 1. A schedule of payments, as follows: Monthly, upon. receipt of billings, based on the percentage of work completed. 2. Payment by the City shall release the City from any further obligation for payment to Contractor for service or services performed expenses incurred as of the date of the statement of services. Payment shall not be considered acceptance or ,approval of any work or waiver of any defect therein. CONTRACT FOR PERSONAL SERVICES - PAGE 1 — }f 3. The City certifies that sufficient funds are available and authorized for expenditure to finance costs of this contract. 6, All work performed by the Contractor under this Agreement shall be the property of the City. 3. Contract: Identification. Contractor shall furnish to City its employer identification number, as designated by the Internal Revenue Service, or Contractor's Social Security number, as City deems applicable. 4. City`s Representative. For purposes hereof, the city's authorized representative will b, the City Engineer-, 13125 SW 'Ball Blvd., P.O. Box 2.3397, Tigard, Oregon 97223; (503) 639-4171. 5. Contractor's Representative: r For purposes hereof, the Contractor's authorized representative will be Pat McDougal __._ 6. ' City's Obligation. In order to facilitate the work of the Contractor- as above outlined, the City shall furnish to the Contractor access to all xisting information which is in the City's possession concerning the 'location of sewer and water Tines and other utilities or structures which affect the planning and construction'of the proposed improvements. 7• Contractor Is Independent Contractor. A. Contractor's services shall be provided under the general supervision of City's project director or his or her designee, but Contractor shall be an independent contractor for all purposes and shall be entitled to no compensation other than the compensation provided for under paragraph 2 of this Agreement. B. In the event Contractor is to perform the services described in this Agreement without the assistance of others, Contractor hereby agrees to file a joint declaration with City to the effect that Contractor's services are those of an independent contractor, as provided under Chapter 064 Oregon Laws 1979. C. Contractor acknowledges that for, all purposes related to this agreement, Contractor is and shall be deemed to be an independent contractor and not an employee of City, shall not be entitled to benefits of any kind to which an employee of the City is entitled and shall be solely responsible for all payments and taxes required by law; and furthermore in the event that Contractor is found by a court of law or an administrative agency to be an employee of the City for any purpose, City shall be entitled to offset compensation due to demand repayment of any amounts paid to Contractor under- the terms of this agreement, to the full extent: of any benefits or other renumeration Contractor receives (from City or third party) as a result of CONTRACT FOR PERSONAL SERVICES — PAGE 2 i will i 11111111�1111 said finding and to the full extent of any payments that City is required to make (to Contractor, or to a third party) as a result of said finding, '+ D. The undersigned Contractor hereby represents that no employee of the City of Tigard, or any partnership or- corporation in which a City employee has an interest, will or has recoived any remuneration of any description from the Contractor, either directly or- indirectly, in connection with the letting or performance of this contract, except as specifically declared in writing. ; 8, Subcontractors — Assi.gnment. & Deleqatiun A. Contractor shall submit a list of subcontractors for approval by the .City, and Contractor shall be fully responsible for the acts or omissions of any subcontractors and of all persons employed by them, and neither the approval by the City of any subcontractor- nor anything contained herein shall be deemed to create any contractual relation between the subcontractor and City. B. This agreement, and all of the covenants and conditions hereof, shall inure to the benefit of and be binding upon the City and the Contractor respectively and their legal representatives, Contractor shall not assign any righ-ts nor delegate any duties incurred by this contract, or any part hereof without the written consent of City, and any assignment or- delegation in violation hereof shall be void. 9. Contractor's Employees Medical Payments Contractor agrees to pay promptly as due, to any person, copartnership, association or corporation furnishing medical, surgical, and hospital care or other needed care and attention incident to sickness or injury to the Contractor's employees, all sums which the,Contractor,agreed to pay for such services and all moneys and sums which the Contractor collected or deducted from employees wages ;pursuant to any, law, contract or agreement for providing or paying for such services. 10. Early Termination A. This Agreement may be terminated without: cause prior to the expiration of the agreed upon term by mutual written consent of the parties and for the following reasons authorized by ORS 279.326: 1. If work under the Contract is suspended by an order of a public agency for any reason considered to be in the public interst other than by a labor dispute or by reason of any third party judicial proceeding relating to the work other than suit or action filed in regard to i�� labor dispute; or- 2. If the circumstances or conditions are such that it is impracticable within a reasonable time to proceed with a substantial portion of the Contract. B. Payment of Contractor shall be as provided by ORS 279.330 and shall be prorated to and include the day of termination and shall be in full r satisfaction of all claims by Contractor against City under this Agreement, CONTRACT FOR PERSONAL SERVICES PACE 3 C. Termination under any provision of this paragraph shall not �~ affect any, right, obligation or liability of Contractor or City which accrued E prior to such termination. 11. Cancellation for Cause City may cancelall or any part of this Contract if Contractor breaches any of the ,terms hereof or in the event of any of the following: Insolvency of Contractor; voluntary or• involuntary petition in bankruptcy' by or against Contractor; appointment of a receiver or trustee for Contractor•, or an assignment for benefit of credi.tor•s- of Contractor•. -, Damages for breach shall be those' allowed by Oregon law, reasonable and necessary attorney's fees, and other costs of litigation at trial and upon appeal. 12. Access to Records City shall have access to such books, documents, papers and records of Contractor• as are directly pertinenttothis Agreement for the purpose of making audit, examination, excerpts and transcripts: 13. Force Maieure Neither City, nor• Contractor shall be considered in default because of any delays in completion of responsibilities hereunder due to causes beyond the control and without the fault or negligence on the part of the party so disenabled, including, but not restricted to, an act of God or of a, public enemy, volcano, earthquake, fire, flood, epidemic, quarantine, restriction, area-wide strike, freight embargo, unusually severe weather, or delay' of subcontractor or• suppliers due to such cause; provided that party so disenabled shall within ten (10) days from the beginning of such delay notify the other party in writing of the causes of delay and its probable 'extent Such notification shall riot be the basis for a claim for additional compensation. 14. Nonwaiver The failure of the City to insist upon or enforce strict performance by Contractor of any of the terms of this contract or• to exercise any rights hereunder shall riot be construed as a waiver• or relinquishment to any extent of its right to assert or rely upon such terms or rights on any future occasion. 15. Warranties Contractor warrants that all practices and procedures, workmanship and materials shall be the best available unless otherwise specified in the profession. 'Neither acceptance of the work nor payment therefor shall relieve Contractor, from liability under warranties contained in or implied by this contract. 16. Attorney's Fees In case suit or action is instituted to enforce the provisions of this contract, the parties agree that the losing party shall pay such sum as the Court may adjudge reasonable attorney' s fees and court costs including attorney's fees and court costs on appeal, CONTRACT FOR PERSONAL SERVICES PAGE 4 WEY w -- 17. Applicable Law �. This contract will be governed by the laws of the State of Oregon. 18. Conflict Between Terms It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument and the proposal of the contractor, this instrument shall control and nothing herein shall be considered as an acceptance of the said .terms of said proposal conflicting;herewith. 19. Indemnification Contractor agrees to indemnify and to hold--harmless the City, its Officers, Employees and Agents against and from any and all loss, _claims, actions, suits, including costsand attorneys' fees, for or on account of injury bodily or otherwise, to, or death of persons,, damage to or destruction of property belonging to City, Contractor or others, resulting from, arising out of, or in any way connected with Contractor's sole negligence. 20. Insurance Prior to starting work hereunder, Contractor, at Contractor's cost, shall secure and continue to carry during the term of this Contract, with an insurance company accepL-able to City, the following :insurance: A. Public Liability and Property Damage insurance with limits of riot .less than $500,000.00 for injury to one person, $500,000.00 for for damage to property, $500,000.00 comprehensive automobile liability and $250,000.00 for- broad form property damage coverage. Such insurance shall cover all risks arising directly or indirectly out of Contractor's activities or work hereunder, including the operations of its subcontractors of any tier. Such insurance shall include provisions or endorsements °naming City, its Officers, Employees and Representatives as additional insureds' , provisions that such insurance is primary insurance with respect to the interests of the City and that any other insurance maintained by City is excess and riot contributory insurance with the insurance required hereunder; cross-liability or severability of interest clause; and provisions that such policies shall not be cancelled or its limits of liability reduce without thirty (30) days prior notice to City. A copy of each insurance policy, certified as a true copy by an authorized representative of the issuing insurance company, or at the discretion of City, in lieu thereof, a certificate in form satisfactory to City certifying to the ` issuance of such insurance shall be furnished to City. B. Workman's Compensation from the State Accident Insurance Fund or from a responsible private carrier. Private insurance shall provide the schedule of employee benefits required by law. CONTRACT FOR PERSONAL SERVICES — PAGE 5 C. Professional Liability Insurance. Contractor shall have in force a policy of professional liability insurance in an amount of not less than X500,000.00. Contractor' shall. ;keep such policy in force and current during the term of this Contract. D. Adequacy of Performance. Any insurance bearing on adequacy of performance_ shall be maintained after' completion of the project, Should such insurance be cancelled before the end of the guarantee period and the Contractor fails immediately to procure ether insurance as specified, the City reserves the right to procure such insurance and to charge the cost thereof to the Contractor. 21, Complete Agreement This contract and any referenced attachments constitute the complete agreement between the City ani Contractor and supercedes all prior written or oral discussions or agreements, IN WITNESS WHEREOF, the City has caused this agreement to be executed by its duly authorized undersigned ofacting pursuant to a motion of the Cdy Council, duly passed at the regular meeting held on the _pLIST 19 1 and the contractor has executed this agreement on the date hereinabove first written. CITY OF TIGARD By!_ _ B CONTRACTOR By__��_ br/2146D Cn CONTRACT FOR PERSONAL SERVICES — PAGE 6 _. J tel, ��• - t y R"s iy } 4 ® Tk t • F ��i�is t:, :11 :1 sac 0 IL 3 Y t _ S � r y� � ' �■ � �` �. � � � � �A'.G IFS f i>3 a ��rll�ri 1 � :all r r ®■ 1 1 r�Y � ♦ � l lll :111 � '�� r r �•. jai ��' .� ��` y low1 ae � �/�y .,� yi► ,` t CITY OF TIGARD, OREGON COUNCIL AGENDA ITEM'SUMMARY AGENDA OF: December 21, 1987 __ DATE SUBMITTED: December 11, 1987 ISSUE/AGENDA'7'ITLE: _Fees and _. PREVIOUS ACTION: Resolution #86-52 & Char es Revisions RBA-72� - PREPARED BY: Wayne Lowr DEPT FiEAD OK CITY ADMIN OK _ REc�UE:S`I'•ED BY: Bob Jean POLICY ISSUE Should the City Council update fees and charges due to increases in costs since last set in 19867 INFORMATION SUMMARY Resolution No. 86--52, dated May 12, 1986, revised certain planning fees and charges to reflect the Council's earlier policy of setting fees and charges at 80% of the average cost. In addition, Resolution No. 84-72, dated October 8, 1984, Set the fee to be charged for blasting permits. The costs of materials, services and personnel has increased significantly since the current fees and charges were approved. The Finance_ Director has recomputed the current cost of such fees and charges and is proposing revised fees and charges at 80% of- the' computed increased cost. Only those -fees and charges set by resolution are being , proposed for, revision at this time. Fee and charges set by ordinance or other mechanism will be reviewed separately and presented to Council at a dater time for possible revision. ................ -- AL:TE'RNATIVES CONSIDERED 1. Approve the attached'resolution revising certain fees and charges. 2. Disapprove and continue to subsidize cerL-ain services in excess of previously set levels. FISCAL IMPACT 1. Increase General Fund revenue by estimated $4,000 this fiscal year. 2. None. SUGGESTED ACTION Alternative #1 - Motion to approve resolution. WL:lw/2242D 4 1 CITY OF TIGARD REVIEW OF CURRENT FEES AND CHARGES COST RECOVERY @ NOVEMBER 1987 CURRENT- CURRENT PROPOSED FEE DESCRIPTION FEE, COST @ 80% @ 90% G 100% ------ ---`----- --------- --- -^ SIGN CODE EXCEPTION 220 285 230 260 285 BLASTING PERMIT 120 156 125 140 160_ COMPRHENSIVE PLAN 650 842 675 760 850 ZONE CHANGE ' 10 ACRES OR LESS 500 648 520 585 650 10 ACRES OR MORE 600 778 625 700 780 ZONE CHANGE ANNEX 10• ACRES OR LESS 500 648 520 585 650 10 ACRES OR MORE 600 778 625 700 780 ZONE ORD AMENDMENT 300 389 310 350 390 PLANNED DEVELOPMENT 700 907 730 815 910 CONDITIONAL USE 350 454 365 410 455 TEMPORARY USE 1 TO' 3 MONTHS 75 97 80 90 100, MONTHS TO 1 YR 150 194 155 175 195 VARIANCE ADMIN 200 259 210 235 260 SENSITIVE LAND-FLOOD 500 648 520 585 650 SITE DEVELOP REVIEW UNDER 10000 75 97 80 85 100 10000-99999 150 194 155 175 195 100000-499999 300 389 315 350 390 500000-999999 400 X518 415 470 520 1000000 OR MORE 500 648 520 585 650 +$1/10000 <2000 1 1 1 1 1 MINOR LAND PART-RES 225 292 2.35 265 295 MINOR .LAND PART--NON 225 292 2.35 265 295 SUBDIV PRELIM 'FLAT PRELIM PLAT + 400 518 415 470 520 PER LOT 5 6 5 6 6 SUBDIV VARIANCE 100 . 130 105 120 130 DIRECT DEC APPEAL 225 292 235 265 295 PLAN COMM APPEAL 300 389 315 350 390 FLEXIBLE SETBACK ST 100 130 105 120 1.30 HISTORIC OVERLAY DIS 75 97 80 90 100 TREE REMOVAL PERMIT 0 0 0 0 0 ACCESSORY USE 75 97 80 87 100 CODE INTERPRETATION 50 65 55 60 65 LOT LINE ADJUSTMENT 200 259 21.0 235 260 HOME OCCUPATION PERMIT 75 97 80 90 100 RENEWAL 20 26 20 25 26 NOTE: THIS A PARTIAL LIST OF FEES AND CHARGES SUBMITTED TO THE BUDGET AT THEIR LAST MEETING. THE ABOVE FEES AND CHARGES DO NOT INVOLVE ORDINANCE AMENDMENTS. THOSE THAT DO WILL BE PRESENTED TO COUNCIL AT A LATER .DATE. � f b CITY Of TI:GARD,_QREGON COUNCIL AGENDA ITEM SUMMARY AGENDA OF: _DECEMBER 1.1 1987 DATE SUBMITTED: DECEMBER It, `1987 _ ___ --- ISSUE/AGENDA TITLE; _ _ PREVIOUS ACTION: OPEU LETTER OF AGREEMENT _ PREPARED BY: JANICE DEARDORE 1 REQUESTED BY Council DEPTHEAD 0 CITY ADMIN OK O __--- POLICY Z�SUE i Y The City and the Oregon Public Employees Union have entered :into an agreement: to ,clarify the City's and OPEU's undo.r•standirig of ;Article 12., Benefits. Council approval is needed to memorialize this agreement. INFORMATION SUMMARY During negotiations last spring, the City and OPEU agreed on Blue Cross Plan II/Preferred Provider Option as the City-paid plan for OPEU members. At the t same time the City and OPEU thought Members wanting higher coverage could choose Blue Cross Plan IV-A/Preferred Provider Option and contain their out-of--pocket costs to the 1986-•87 rates. Blue Cross Plan I'V--•A Preferred Provider was not available as planned. The City and OPEU have come to an agreement for• the balance of the 1987--88 � fiscal year (through June 30, 1988) as memorialized in the attached agreement in which the city would pick up the out.-of--pocket difference for the remainder of this contract year-, but in the second contract year the Blue Cross II/PPO cap would be absolute for, all employees. ._ A letter of understanding clarifying the language of the OPEU Contract will be forthcoming. This will be signed by OPEU and the City Administrator if the Council adopts the attached resolution. ALTERNATIVES CONSIDEREQ 1. Let an arbitrator determine the interpretation of the contract language. 2. Indicate agreement by signing a letter of understanding clarifying the language of the contract authorizing the Administrator to sign said letter by adoption of the attached resolution. .FISCAL IMPACT 1. Arbitration at $2,500 Plus implementation of $--0-• to $10,000 range. 2. $1,631.70 from December 1, 1987 through June 30, 1988. ��._•__-_ - _ .__.___. __..-SUGGESTED ACTION Alternative #2; Motion to approve resolution. _dc:2252D RESOLUTION NO, 87- Page 1 CITY OF TIGARD OREGON COUNCIL AGENDA ITEM SUMMARY AGENDA OF; December 21, 1987 ERRE SUBS TFIED: December 10, 1987 _ ISSUE/AGENDA TITLE: Policies and PREVIOUS ACTION: October 12, 1987 Procedures Ame eni PRE.PARED 'BY: Janice Deardorff DEPT HEAD 0 I �IFY ADMIN OK R!-QUESTE 13Y Janice Deardorff POLICY ISSUE The Personnel Policies and Procedures, adopted by Council October,, 12, 1987, are in need of amendment, Council approval is needed to amend this document. INFORMATION SUMMARY City staff requested review of the Policies and Procedures by the City's legal counsel. ' Following counsel's review, two amendments are needed to;protect the City from misinterpretation of the policies. City Council Policy, N 1.8, Employment of Relatives potentially gives the City Administrator the power to prohibit the employment of two relatives solely because they are related to each other as well as for other unnamed reasons. The primary goal of the policy is to preserve the City's right to prohibit employment of relatives where one has supervisory authority over the other. Changing the language provides a balance between the City's needs and the rights of potential employee's City Council Policy, 111.9, outside Employment:, potentially gives the Personnel Manager the authority to deny outside employment for anything;he/she deemed to be in conflict with the City's interest. Legal counsel advised ,specifying reasons for- denial lied to that employment detracting from the employee's efficiency in their job at the city', Added language, adds this clarification while protecting the City's right to review each request, The amended sections are attached in their entirety showing deletions from the current .language in brackets and additions underlined. Also, attached is a resolution which will formalize these amendment,. ALTERNATIVES CONSIDERED 1. Amend the City Policies and Procedures as shown. 2. Give further direction to staff. FISCAL IMPACT 1, None. 2. None, SUGGESTED ACTION Alternative #1 Motion to approve resolution. ( dc20230 9 ADMINTS"1"RFlTTVE Rt1LES AND REGULATIONS Personnel Administration General Guidelines purpose: The purpose of ity this chapter ^is to provide ersonnel rules administration. These rulesand employees relative to matters of p generic framework- for effective regulations are intended to provide a personnel administration excet rul�ere s ecif ions. In the event ofr,a in agreements may differ from these conflict in language irite rpretation sha].lptal<etxprec denceon, the aoverpthe nrules�and the collective bargaining ag such collective regulations in this chanter for any employee covered by bargaining agreement. .Authority and Responsibility: or and Cit Council shall have authority 'over all matters of personnel The May y administratioay n through adoption and Tints, e natzordinance� Cand be o utions plana, collective bargaining agreements, adopting and/or amending the personnel rules and regulations, Interpretation and Administration: interpret.the strict application of the rules and The 'City ,Administrator, may regulations in this chapter in any case where application is in question. in The City Administrator, may specifically delegate hapten, the authority for enforcement of the rules and regulations tile tive The City Administrator shall be responsible bons farad insuringor s halladvise theCity implementation of these rules a g Council on any changes concerning these rules and regulations. i CITY COUNCIL_ POLICIES Personnel Administration Number 1'.A EMPLOYMENT OF RELATIVES: It is the policy of the City of Tigard that two relatives may not: be employed, or considered for employment whenever one person might have supervisory or management responsibilities affecting the other in such matters as wage and F; salary administration, employee evaluation, transfer, promotion, assignment of work, discipline, adjustment of grievances, or any other recommendations ;of k personnelactions. [or whenever such employment is deemed by the City Administrator riot to be in the best interest of the City] For purposes of this policy, relatives are defined as being an individual's spouse, mother, father-, son, daughter, mother-.in--law, father—in-law, grandfather, grandmother, step—son, step--daughter, sister, brother, sister--in—law, brother—in-..law, or ay other relative living in the individual's household. 4` 5 If any of these conditions exist, one of the empluyees` shall be offered a I transfer to another department or division, provided openings exist for which ; the individual' is qualified. In the event no such opening exists or job l transfer 'does not rectify the 'situation, one of the employees must resign within 90 days. if the individuals involved do riot: agree as to who will resign, the City Administratorshall decide based on merit grid tho needs of the City. t , r. i f t p t t R l t 4 f l t CITY COUNCIL POLICIES personnel Administration Number 1.9 OUTSIDE EMPLOYMENT: When acceptsemployment.' with the City of Tigard, it shall. be an individual accepts understood that the City h& first- call upon the services of its employees, regardless of any impingement upon secondary employment. he efficiency of work performance, [or Employees shall not engage an outside employment that is incompatible with City employment, or will detract from is in conflict with the interest of the city.] such as: En a znc in outside_emplo_Y!�ent when the_.em luy?e_ is absent fr�am 1. _._1�- �_�_ thP___=_Giy_nn.s1c^k lave ar• arl leave duce to iniury. When the acti��3.1!t.__woulcl�mental.ly oI:__Eh cl i at i�ue the i 2. empla ee so that his/her�erformarice o_ f_ihe wauld be im ap ir•ed Where the em l.o�ee mightt b t�mt-iedr. to case confidential ;{ 3. -- iriformai ion ac_ �as a result of Ci �e,mE?ipUmerit. When_the outside em la merit would discredit the Cit of Tiaard. A _ in advance, of all to ees shall notify the Personnel Manager, in writing, Cmp y jurisdiction of their employment with,the City employment: outside the scope of j } ` of Tigard. if such to bring] The Personnel Manager will notify py ��i,c�resip-.s"afe the City or ia�clikelde yloymenL gj found to be [in conflict with tt prah__ ibiteci _b�r1e' categories above [discredit upon the Cit:ya. It shall be up se which employment option they most desire. to the employee to- choo s 3 : MEMORANDUM " CITY OF TIGARD, OREGON TO: Honorable Mayor, Council City Fl pini ratJ December, 17, 1987 FROM: David Lehr, Chief Of Police SUBJECT: Sheriff's Enhanced Patrol District As you know, Washington County, by a vote of the citizens, created a special Sheriff's enhanced patrol district to provide a one officer to 1,000 population ratio service level to the county's unincorporated urban areas. The ballot measure forming the district was worded in such a way to make possible contracting between the service district and incorporated cities for, the ,cities to provide patrol services to segments of the service district areas. Withdrawal from the district is automatic upon annexation to a city. The City would, however, have to absorb the deputies into the Police Department without going through our recruitment/selection process. A contract approach to providing patrol service would appear to be desirable to both the Sheriff and the cities. The Chiefs of Police of Tigard, Tualatin, Sherwood, and King City have discussed the ;feasibility of providing, by contract, patrol services to the southeast county area. We have concluded that it would be. both feasible and desirable to provide such service. The Chiefs have identified patrol areas by department, as shown on the accompanying map_ The Chiefs will initiate preliminary discussions with ";ie Sheriff. If he is responsive and desirous of discussing a contractual arrangement, we will be bringing a formal proposal to the respective City Councils for, approval. cs/2331D i 1Z.12, 181 m1p erg a r� . . _. '�ilt'7]►iIIII111-111'111 111 Itf lII I�$ III I11 1.11]7j1 T I f I-1 �-a a ! I t � 1 �►Jm7m� i n� r �TT��I��11+�e1!II IT��0�+11�'fr�+��ll+l+Il'+I+�IiI,JIi'Illtlt+f el+,tl+ Il+�llll+leilll�lll�+l i'1�i�Fll .� NOTE: IF THIS MICROFILMED I' 2 3 4 _.. _ �J 6- - _ 7 $ g0 DRAWING IS LESS CLEAR THAN THIS NOTICE, IT IS DUE TO THE QUALITY OF THE ORIGINAL — _ _ - DRAWING. OE 6Z 8Z L2 9Z SZ 4Z £Z ZZ —it- OZ 61 91 LI 91 S'1' bl EI ZI 11^OI 6 9 L 9 i FF i rNllllli�llll�llll�Iltl�ItN�b11J�Nl�lt11 - ._..1"_..tllll Mmm'A TK% C H " f 7r A ani+.I/ 1'I�` � /� II Jl� �IJ��•. -� I _u- - I;NO 1 Ir e 1 I , A r j } ; ,._....i .., II �-� ,- L /IIi/i I % TIGARD - app 9e� s I 1 � Ll TUANTIN HERWOOD —� 1 - i -PRO l�GS�b 1pN-r'R,A-L'Y -P4T20L T6 4 q I , 1 J C Y„ 0 T � Mq Igngn'pl'I'Iq I In,l'oYningll''ullnpr<I'nlmlmpl�rnl.nlnllilgn,InlpIq119n,i,uplr�lulnlPrnl'npOpni,nl I,I,r rl�,nl,nl,lq,nln Impn P, 2 3 q 5 8 ] B B 0 I I I wrw ss uis us ,. ,x6 pr,a.rt rs j ��ltt or nE x.LL32 x aizo .'M A�Iz h".&Aw. iz._. MARC]! 7:111990 �.s MEMORANDUM CITY OF TIGARD, OREGON TO: Honorable Mayor and City Council December 18, 1987 FROM: tor•een Wilson, City RecorderJi SUBJECT: Area of Interest Resolution Staff will request Monday evening, that this item he removed from the Consent Agenda and considered at a future meeting. lw/2376D